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Dimensional International Co (DFAI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
First Command Advisory Services, Inc.
INCREASED
Shares15,816,675 from 15,272,021
Change+544,654 (+4%)
Value$655.3M (+$25.3M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares7,482,211 from 4,754,034
Change+2,728,177 (+57%)
Value$310.0M (+$113.9M)
Filed 2026-11-06
SYM Financial Corp
INCREASED
Shares6,774,855 from 6,729,230
Change+45,625 (+1%)
Value$280.7M (+$3.1M)
Filed 2026-10-26
Coldstream Capital Management Inc
INCREASED
Shares5,790,938 from 5,636,392
Change+154,546 (+3%)
Value$239.9M (+$7.4M)
Filed 2026-11-09
Vise Technologies, Inc.
INCREASED
Shares5,002,762 from 4,495,210
Change+507,552 (+11%)
Value$207.3M (+$21.8M)
Filed 2026-10-29
Root Financial Partners, LLC
INCREASED
Shares4,896,405 from 4,528,406
Change+367,999 (+8%)
Value$202.9M (+$16.1M)
Filed 2026-10-21
Annex Advisory Services, LLC
INCREASED
Shares4,587,286 from 4,128,690
Change+458,596 (+11%)
Value$190.1M (+$19.7M)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares3,772,461 from 3,693,307
Change+79,154 (+2%)
Value$156.3M (+$3.9M)
Filed 2026-10-15
McKinley Carter Wealth Services, Inc.
INCREASED
Shares3,754,685 from 3,637,438
Change+117,247 (+3%)
Value$155.6M (+$5.5M)
Filed 2026-10-16
HighTower Advisors, LLC
INCREASED
Shares3,641,883 from 3,441,572
Change+200,311 (+6%)
Value$150.9M (+$8.9M)
Filed 2026-11-10
LVZ, Inc.
INCREASED
Shares2,938,906 from 2,918,971
Change+19,935 (+1%)
Value$121.8M (+$1.4M)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares2,895,065 from 2,844,690
Change+50,375 (+2%)
Value$119.9M (+$2.6M)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares2,858,471 from 2,401,287
Change+457,184 (+19%)
Value$118.4M (+$19.4M)
Filed 2026-10-23
Maseco LLP
INCREASED
Shares2,585,703 from 2,378,111
Change+207,592 (+9%)
Value$107.2M (+$9.0M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares2,551,745 from 2,631,810
Change-80,065 (-3%)
Value$105.7M (-$2.8M)
Filed 2026-11-02
Klaas Financial Asset Advisors, LLC
INCREASED
Shares2,467,847 from 2,440,834
Change+27,013 (+1%)
Value$102.2M (+$1.6M)
Filed 2026-10-19
Marquette Asset Management, LLC
INCREASED
Shares2,261,436 from 2,244,990
Change+16,446 (+1%)
Value$93.7M (+$1.1M)
Filed 2026-10-09
Savant Capital, LLC
INCREASED
Shares2,116,817 from 1,803,215
Change+313,602 (+17%)
Value$87.7M (+$12.8M)
Filed 2026-11-06
RAM Investment Partners, LLC
INCREASED
Shares1,946,825 from 1,934,044
Change+12,781 (+1%)
Value$80.7M (+$877.7K)
Filed 2026-10-21
Berman McAleer LLC
DECREASED
Shares1,814,367 from 1,823,537
Change-9,170 (0%)
Value$75.2M (-$51.7K)
Filed 2026-10-16
Financial Management Professionals, Inc.
INCREASED
Shares1,746,734 from 1,734,115
Change+12,619 (+1%)
Value$72.4M (+$835.3K)
Filed 2026-10-23
Brighton Jones LLC
INCREASED
Shares1,735,706 from 1,660,158
Change+75,548 (+5%)
Value$71.9M (+$3.4M)
Filed 2026-11-03
Bedel Financial Consulting, Inc.
INCREASED
Shares1,628,877 from 1,582,438
Change+46,439 (+3%)
Value$67.5M (+$2.2M)
Filed 2026-11-06
Pioneer Wealth Management Group
INCREASED
Shares1,578,083 from 1,517,600
Change+60,483 (+4%)
Value$65.4M (+$2.8M)
Filed 2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,522,392 from 1,463,610
Change+58,782 (+4%)
Value$63.1M (+$2.7M)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares1,444,714 from 1,229,643
Change+215,071 (+17%)
Value$59.9M (+$11.9M)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
INCREASED
Shares1,431,600 from 1,415,512
Change+16,088 (+1%)
Value$59.3M (+$921.3K)
Filed 2026-10-26
Kestra Investment Management, LLC
INCREASED
Shares1,423,656 from 1,246,705
Change+176,951 (+14%)
Value$59.0M (+$7.6M)
Filed 2026-11-04
Everhart Financial Group, Inc.
INCREASED
Shares1,404,497 from 1,206,275
Change+198,222 (+16%)
Value$58.2M (+$8.4M)
Filed 2026-10-08
HighPoint Advisor Group LLC
INCREASED
Shares1,388,015 from 1,072,064
Change+315,951 (+29%)
Value$57.5M (+$13.3M)
Filed 2026-11-09
RVW Wealth, LLC
DECREASED
Shares1,383,038 from 1,527,623
Change-144,585 (-9%)
Value$57.3M (-$5.7M)
Filed 2026-10-06
Aquire Wealth Advisors, LLC
INCREASED
Shares1,366,136 from 1,314,008
Change+52,128 (+4%)
Value$56.6M (+$2.4M)
Filed 2026-10-23
Great Point Wealth Advisors, LLC
INCREASED
Shares1,308,986 from 1,274,802
Change+34,184 (+3%)
Value$54.2M (+$1.6M)
Filed 2026-10-15
Spinnaker Investment Group, LLC
DECREASED
Shares1,254,226 from 1,261,262
Change-7,036 (-1%)
Value$52.0M (-$64.7K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares1,227,392 from 1,221,090
Change+6,302 (+1%)
Value$50.9M (+$480.9K)
Filed 2026-10-14
Prudent Man Investment Management, Inc.
INCREASED
Shares1,209,296 from 1,040,170
Change+169,126 (+16%)
Value$50.1M (+$10.5M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,198,423 from 1,161,885
Change+36,538 (+3%)
Value$49.2M (+$908.1K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares1,190,538 from 1,121,313
Change+69,225 (+6%)
Value$49.0M (+$2.4M)
Filed 2026-10-08
Harbour Investments, Inc.
DECREASED
Shares1,185,744 from 1,275,139
Change-89,395 (-7%)
Value$49.1M (-$3.5M)
Filed 2026-11-09
Arista Wealth Management, LLC
INCREASED
Shares1,088,603 from 1,077,141
Change+11,462 (+1%)
Value$45.1M (+$668.7K)
Filed 2026-10-29
JFS Wealth Advisors, LLC
DECREASED
Shares1,064,543 from 1,067,709
Change-3,166 (0%)
Value$44.1M (+$61.0K)
Filed 2026-11-03
Crusonia Wealth Advisors LLC
INCREASED
Shares1,043,027 from 950,528
Change+92,499 (+10%)
Value$43.2M (+$4.0M)
Filed 2026-10-26
Earned Wealth Advisors, LLC
INCREASED
Shares978,464 from 969,277
Change+9,187 (+1%)
Value$40.5M (+$555.1K)
Filed 2026-11-06
SC&H Financial Advisors, Inc.
INCREASED
Shares958,273 from 952,732
Change+5,541 (+1%)
Value$39.7M (+$401.0K)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares956,537 from 1,002,180
Change-45,643 (-5%)
Value$39.6M (-$1.7M)
Filed 2026-10-22
Curated Wealth Partners LLC
INCREASED
Shares930,221 from 735,149
Change+195,072 (+27%)
Value$38.5M (+$8.2M)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares914,970 from 645,345
Change+269,625 (+42%)
Value$37.9M (+$11.3M)
Filed 2026-11-02
Monument Group Wealth Advisors, LLC
INCREASED
Shares892,361 from 860,976
Change+31,385 (+4%)
Value$37.0M (+$1.5M)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares891,845 from 627,900
Change+263,945 (+42%)
Value$36.9M (+$11.0M)
Filed 2026-10-28
Consilium Wealth Advisory, LLC
DECREASED
Shares887,115 from 894,894
Change-7,779 (-1%)
Value$36.8M (-$161.2K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares846,898 from 772,680
Change+74,218 (+10%)
Value$35.1M (+$3.2M)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares833,562 from 1,007,007
Change-173,445 (-17%)
Value$34.5M (-$7.0M)
Filed 2026-10-15
Trinity Financial Advisors LLC
DECREASED
Shares822,587 from 823,726
Change-1,139 (0%)
Value$34.1M (+$101.1K)
Filed 2026-10-09
Fonville Wealth Management LLC
INCREASED
Shares798,090 from 722,448
Change+75,642 (+10%)
Value$33.1M (+$3.3M)
Filed 2026-10-28
Plancorp, LLC
INCREASED
Shares788,838 from 768,347
Change+20,491 (+3%)
Value$32.7M (+$963.4K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
INCREASED
Shares784,553 from 755,888
Change+28,665 (+4%)
Value$32.5M (+$1.3M)
Filed 2026-10-13
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED
Shares781,735 from 779,443
Change+2,292 (+0%)
Value$32.4M (+$235.2K)
Filed 2026-11-03
Amicus Financial Advisors, LLC
DECREASED
Shares780,465 from 784,617
Change-4,152 (-1%)
Value$32.3M (-$30.8K)
Filed 2026-11-03
Kure Advisory, LLC
INCREASED
Shares779,406 from 767,412
Change+11,994 (+2%)
Value$32.3M (+$635.0K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares765,821 from 693,095
Change+72,726 (+10%)
Value$31.6M (+$3.0M)
Filed 2026-11-06
Joseph Group Capital Management
DECREASED
Shares758,806 from 785,542
Change-26,736 (-3%)
Value$31.4M (-$966.3K)
Filed 2026-11-04
Parkshore Wealth Management, Inc.
INCREASED
Shares702,055 from 558,989
Change+143,066 (+26%)
Value$29.1M (+$6.0M)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares694,984 from 665,070
Change+29,914 (+5%)
Value$28.6M (+$1.3M)
Filed 2026-10-27
Creative Planning
INCREASED
Shares692,205 from 686,795
Change+5,410 (+1%)
Value$28.7M (+$347.8K)
Filed 2026-11-02
DecisionPoint Financial, LLC
INCREASED
Shares684,212 from 680,856
Change+3,356 (+0%)
Value$28.1M (+$117.4K)
Filed 2026-10-27
Highland Investment Advisors LLC
INCREASED
Shares669,044 from 634,474
Change+34,570 (+5%)
Value$27.7M (+$1.5M)
Filed 2026-11-09
Heritage Wealth Management, Inc. s
INCREASED
Shares632,861 from 621,176
Change+11,685 (+2%)
Value$26.2M (+$592.9K)
Filed 2026-11-06
TCP Asset Management, LLC
INCREASED
Shares632,849 from 606,362
Change+26,487 (+4%)
Value$26.3M (+$1.3M)
Filed 2026-10-14
Allodium Investment Consultants, LLC
INCREASED
Shares632,342 from 595,340
Change+37,002 (+6%)
Value$26.2M (+$1.6M)
Filed 2026-10-14
SBK Financial, Inc.
INCREASED
Shares630,457 from 457,340
Change+173,117 (+38%)
Value$26.1M (+$7.3M)
Filed 2026-11-02
Private Wealth Management Group, LLC
INCREASED
Shares629,018 from 462,505
Change+166,513 (+36%)
Value$26.1M (+$7.0M)
Filed 2026-10-19
Evanson Financial, LLC
DECREASED
Shares627,619 from 664,575
Change-36,956 (-6%)
Value$26.0M (-$1.4M)
Filed 2026-10-23
Stonehearth Capital Management, LLC
INCREASED
Shares615,770 from 612,525
Change+3,245 (+1%)
Value$25.5M (+$244.7K)
Filed 2026-10-13
Austin Wealth Management, LLC
INCREASED
Shares601,696 from 591,035
Change+10,661 (+2%)
Value$24.7M (+$272.4K)
Filed 2026-11-06
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares593,253 from 576,374
Change+16,879 (+3%)
Value$24.6M (+$803.1K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares588,673 from 367,111
Change+221,562 (+60%)
Value$24.4M (+$9.2M)
Filed 2026-10-16
BWM Planning, LLC
DECREASED
Shares566,503 from 568,312
Change-1,809 (0%)
Value$23.5M (+$27.3K)
Filed 2026-11-09
Next Level Wealth Planning, LLC
INCREASED
Shares565,983 from 554,859
Change+11,124 (+2%)
Value$23.4M (+$560.7K)
Filed 2026-10-29
AWM Capital, LLC
DECREASED
Shares535,980 from 546,212
Change-10,232 (-2%)
Value$22.2M (-$325.6K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares535,371 from 513,267
Change+22,104 (+4%)
Value$22.2M (+$1.0M)
Filed 2026-11-02
Valued Wealth Advisors LLC
DECREASED
Shares519,842 from 813,233
Change-293,391 (-36%)
Value$21.5M (-$12.0M)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares519,482 from 513,424
Change+6,058 (+1%)
Value$21.5M (+$343.4K)
Filed 2026-10-13
Builder Investment Group Inc
INCREASED
Shares515,385 from 506,835
Change+8,550 (+2%)
Value$21.4M (+$445.5K)
Filed 2026-10-22
Legacy Financial Group, Inc.
DECREASED
Shares514,422 from 542,946
Change-28,524 (-5%)
Value$21.3M (-$1.1M)
Filed 2026-10-21
Evermay Wealth Management LLC
INCREASED
Shares501,548 from 462,789
Change+38,759 (+8%)
Value$20.8M (+$1.7M)
Filed 2026-11-05
CPA Asset Management Group, LLC
INCREASED
Shares494,297 from 477,119
Change+17,178 (+4%)
Value$20.5M (+$797.6K)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares491,073 from 552,675
Change-61,602 (-11%)
Value$20.3M (-$2.5M)
Filed 2026-10-30
Jacobi Capital Management LLC
INCREASED
Shares474,676 from 444,995
Change+29,681 (+7%)
Value$19.7M (+$1.3M)
Filed 2026-11-05
Owl Creek Wealth Partners LLC
INCREASED
Shares474,129 from 459,493
Change+14,636 (+3%)
Value$19.6M (+$689.1K)
Filed 2026-10-20
Essential Planning, Llc.
DECREASED
Shares473,165 from 485,639
Change-12,474 (-3%)
Value$19.6M (-$429.3K)
Filed 2026-10-21
Veracity Capital LLC
INCREASED
Shares468,636 from 445,022
Change+23,614 (+5%)
Value$19.4M (+$1.1M)
Filed 2026-10-08
Diversify Advisory Services, LLC
DECREASED
Shares467,462 from 478,293
Change-10,831 (-2%)
Value$19.4M (-$478.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares467,462 from 478,293
Change-10,831 (-2%)
Value$19.4M (-$478.3K)
Filed 2026-10-20
My Personal CFO, LLC
INCREASED
Shares459,185 from 386,579
Change+72,606 (+19%)
Value$19.0M (+$3.1M)
Filed 2026-10-14
Advantage Trust Co
INCREASED
Shares451,984 from 442,318
Change+9,666 (+2%)
Value$18.7M (+$480.1K)
Filed 2026-10-19
CWS Financial Advisors, LLC
INCREASED
Shares435,632 from 357,002
Change+78,630 (+22%)
Value$18.0M (+$3.3M)
Filed 2026-10-16
American Capital Advisory, LLC
INCREASED
Shares426,969 from 355,694
Change+71,275 (+20%)
Value$17.7M (+$3.0M)
Filed 2026-10-28
Colorado Capital Management, Inc.
INCREASED
Shares426,875 from 423,682
Change+3,193 (+1%)
Value$17.7M (+$17.7M)
Filed 2026-10-15
SouthState Bank Corp
INCREASED
Shares426,487 from 413,724
Change+12,763 (+3%)
Value$17.7M (+$603.2K)
Filed 2026-11-09
DeLarme Wealth Management, Inc.
INCREASED
Shares423,900 from 410,223
Change+13,677 (+3%)
Value$17.6M (+$640.5K)
Filed 2026-10-30
Valley National Advisers Inc
INCREASED
Shares420,535 from 396,464
Change+24,071 (+6%)
Value$17.4M (+$1.1M)
Filed 2026-10-23
Morling Financial Advisors, LLC
INCREASED
Shares419,862 from 375,773
Change+44,089 (+12%)
Value$17.4M (+$1.9M)
Filed 2026-10-28
Quantum Financial Advisors, LLC
INCREASED
Shares414,327 from 412,249
Change+2,078 (+1%)
Value$17.2M (+$160.3K)
Filed 2026-11-03
Oak Wealth Advisors LLC
INCREASED
Shares411,090 from 411,081
Change+9 (0%)
Value$17.0M (+$74.4K)
Filed 2026-11-09
AlphaStar Capital Management, LLC
INCREASED
Shares403,936 from 386,808
Change+17,128 (+4%)
Value$16.7M (+$779.2K)
Filed 2026-10-16
Monograph Wealth Advisors, LLC
INCREASED
Shares397,445 from 374,090
Change+23,355 (+6%)
Value$16.5M (+$1.0M)
Filed 2026-11-09
DWR Wealth Management, LLC
INCREASED
Shares397,443 from 357,606
Change+39,837 (+11%)
Value$16.6M (+$1.8M)
Filed 2026-10-13
tru Independence LLC
INCREASED
Shares397,000 from 387,793
Change+9,207 (+2%)
Value$16.4M (+$451.3K)
Filed 2026-10-20
Midwest Heritage Bank, FSB
DECREASED
Shares396,149 from 404,616
Change-8,467 (-2%)
Value$16.4M (-$277.9K)
Filed 2026-10-26
Charter Capital Management, Llc\de
INCREASED
Shares394,327 from 388,869
Change+5,458 (+1%)
Value$16.3M (+$296.1K)
Filed 2026-10-28
Well Done, LLC
DECREASED
Shares392,384 from 400,918
Change-8,534 (-2%)
Value$16.3M (-$281.4K)
Filed 2026-10-20
Diversified Portfolios, Inc.
DECREASED
Shares388,608 from 390,913
Change-2,305 (-1%)
Value$16.1M (-$25.1K)
Filed 2026-11-04
Florida Trust Wealth Management Co
INCREASED
Shares384,035 from 314,708
Change+69,327 (+22%)
Value$15.9M (+$2.9M)
Filed 2026-11-05
Bannerman Wealth Management Group, LLC
INCREASED
Shares383,247 from 369,700
Change+13,547 (+4%)
Value$15.9M (+$627.8K)
Filed 2026-10-09
D.B. Root & Company, LLC
INCREASED
Shares377,526 from 368,524
Change+9,002 (+2%)
Value$15.6M (+$439.3K)
Filed 2026-11-04
Vermillion & White Wealth Management Group, LLC
DECREASED
Shares377,282 from 379,208
Change-1,926 (-1%)
Value$15.6M (-$65.0K)
Filed 2026-11-10
Archvest Wealth Advisors, Inc.
INCREASED
Shares376,025 from 362,454
Change+13,571 (+4%)
Value$15.6M (+$627.5K)
Filed 2026-10-29
Merit Financial Group, LLC
INCREASED
Shares368,028 from 74,641
Change+293,387 (+393%)
Value$15.2M (+$12.2M)
Filed 2026-11-06
Fermata Advisors, LLC
INCREASED
Shares367,211 from 334,737
Change+32,474 (+10%)
Value$15.2M (+$1.4M)
Filed 2026-10-13
Mendota Financial Group, LLC
DECREASED
Shares365,999 from 374,198
Change-8,199 (-2%)
Value$15.2M (-$272.3K)
Filed 2026-10-07
Thrivent Financial for Lutherans
NEW
Shares362,790
Change+362,790
Value$15.0M
Filed 2026-11-05
Pinnacle Associates LTD
UNCHANGED
Shares357,831 from 357,831
Change0 (0%)
Value$14.8M (+$64.4K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares357,531 from 357,531
Change0 (0%)
Value$14.8M (+$64.4K)
Filed 2026-10-23
Indivisible Partners
INCREASED
Shares347,152 from 225,079
Change+122,073 (+54%)
Value$14.4M (+$5.1M)
Filed 2026-10-26
Modera Wealth Management, LLC
DECREASED
Shares347,028 from 352,811
Change-5,783 (-2%)
Value$14.4M (-$176.1K)
Filed 2026-10-28
Spectrum Advisors, Inc.
INCREASED
Shares341,718 from 316,830
Change+24,888 (+8%)
Value$14.2M (+$1.1M)
Filed 2026-11-03
Thayer Financial, L.L.C.
INCREASED
Shares340,827 from 323,246
Change+17,581 (+5%)
Value$14.0M (+$660.5K)
Filed 2026-10-21
Jacobsen Capital Management
INCREASED
Shares336,608 from 313,383
Change+23,225 (+7%)
Value$13.9M (+$1.0M)
Filed 2026-10-27
Security Financial Services, Inc.
INCREASED
Shares330,146 from 221,148
Change+108,998 (+49%)
Value$13.7M (+$4.6M)
Filed 2026-10-29
Axxcess Wealth Management, LLC
INCREASED
Shares329,172 from 327,969
Change+1,203 (+0%)
Value$13.6M (+$108.9K)
Filed 2026-10-21
Guardian Wealth Management, LLC
DECREASED
Shares328,724 from 334,641
Change-5,917 (-2%)
Value$13.6M (-$184.9K)
Filed 2026-10-14
Forza Wealth Management, LLC
INCREASED
Shares325,374 from 314,766
Change+10,608 (+3%)
Value$13.5M (+$496.1K)
Filed 2026-10-20
Entrewealth, LLC
INCREASED
Shares322,072 from 308,216
Change+13,856 (+5%)
Value$13.3M (+$142.5K)
Filed 2026-10-14
Tortoise Investment Management, LLC
INCREASED
Shares319,792 from 310,076
Change+9,716 (+3%)
Value$13.2M (+$458.3K)
Filed 2026-11-06
Pandowealth. LLC
NEW
Shares319,398
Change+319,398
Value$13.0M
Filed 2026-11-09
Coyle Financial Counsel LLC
INCREASED
Shares310,357 from 284,051
Change+26,306 (+9%)
Value$12.9M (+$1.1M)
Filed 2026-10-28
Prudent Investor Advisors, LLC
NEW
Shares308,947
Change+308,947
Value$12.8M
Filed 2026-10-22
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares303,800 from 303,800
Change0 (0%)
Value$12.6M (+$54.7K)
Filed 2026-11-02
GEM Asset Management, LLC
DECREASED
Shares301,058 from 307,018
Change-5,960 (-2%)
Value$12.5M (-$191.7K)
Filed 2026-10-13
Hutchinson Capital Management
INCREASED
Shares300,264 from 282,045
Change+18,219 (+6%)
Value$12.4M (+$805.6K)
Filed 2026-11-09
Bay Harbor Wealth Management, LLC
INCREASED
Shares299,430 from 271,071
Change+28,359 (+10%)
Value$12.4M (+$1.2M)
Filed 2026-11-03
Northwest Wealth Management, LLC
INCREASED
Shares290,981 from 287,923
Change+3,058 (+1%)
Value$12.1M (+$178.5K)
Filed 2026-10-30
Fort Henry Capital, LLC
INCREASED
Shares287,960 from 287,287
Change+673 (+0%)
Value$11.9M (+$79.6K)
Filed 2026-10-22
CFS Investment Advisory Services, LLC
INCREASED
Shares286,432 from 280,164
Change+6,268 (+2%)
Value$11.9M (+$274.9K)
Filed 2026-10-19
Ledgewood Wealth Advisors, LLC
DECREASED
Shares286,133 from 289,149
Change-3,016 (-1%)
Value$11.9M (-$72.9K)
Filed 2026-10-09
Apollon Financial, LLC
INCREASED
Shares285,290 from 244,560
Change+40,730 (+17%)
Value$11.8M (+$1.7M)
Filed 2026-10-23
Premier Path Wealth Partners, LLC
INCREASED
Shares281,078 from 204,859
Change+76,219 (+37%)
Value$11.6M (+$3.2M)
Filed 2026-10-16
Great Diamond Partners, LLC
INCREASED
Shares279,518 from 272,400
Change+7,118 (+3%)
Value$11.6M (+$343.9K)
Filed 2026-10-13
Two West Capital Advisors LLC
DECREASED
Shares274,535 from 275,631
Change-1,096 (0%)
Value$11.4M (+$122.5K)
Filed 2026-10-15
B&D White Capital Company, LLC
UNCHANGED
Shares273,656 from 273,656
Change0 (0%)
Value$11.3M (+$49.3K)
Filed 2026-11-02
Shira Ridge Wealth Management
INCREASED
Shares269,654 from 262,117
Change+7,537 (+3%)
Value$11.2M (+$359.4K)
Filed 2026-10-09
Sima Wealth Partners, LLC
DECREASED
Shares263,891 from 264,669
Change-778 (0%)
Value$10.9M (+$15.4K)
Filed 2026-10-19
Live Oak Private Wealth LLC
INCREASED
Shares261,530 from 208,210
Change+53,320 (+26%)
Value$10.8M (+$2.2M)
Filed 2026-11-02
Aspen Wealth Management LLC
DECREASED
Shares258,255 from 260,807
Change-2,552 (-1%)
Value$10.7M (-$58.8K)
Filed 2026-10-14
Andrews, Lucia Wealth Management LLC
INCREASED
Shares256,277 from 240,360
Change+15,917 (+7%)
Value$10.6M (+$702.7K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares253,552 from 213,747
Change+39,805 (+19%)
Value$10.5M (+$1.7M)
Filed 2026-10-08
Colony Family Offices, LLC
INCREASED
Shares245,673 from 229,808
Change+15,865 (+7%)
Value$10.2M (+$698.6K)
Filed 2026-10-22
Lionshead Wealth Management, LLC
INCREASED
Shares242,107 from 238,031
Change+4,076 (+2%)
Value$10.0M (+$211.8K)
Filed 2026-10-21
Werba Rubin Papier Wealth Management
INCREASED
Shares238,188 from 237,423
Change+765 (+0%)
Value$9.9M (+$74.4K)
Filed 2026-11-06
SpringVest Wealth Management LLC
INCREASED
Shares237,660 from 223,646
Change+14,014 (+6%)
Value$9.8M (+$620.9K)
Filed 2026-10-27
Integrity Investment Advisors, LLC
INCREASED
Shares237,297 from 181,854
Change+55,443 (+30%)
Value$9.8M (+$2.3M)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares236,973 from 247,275
Change-10,302 (-4%)
Value$9.8M (-$382.3K)
Filed 2026-11-05
Sutton Place Investors LLC
DECREASED
Shares234,786 from 235,084
Change-298 (0%)
Value$9.7M (+$30.0K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED
Shares231,767 from 231,158
Change+609 (+0%)
Value$9.6M (+$66.8K)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
INCREASED
Shares227,173 from 196,365
Change+30,808 (+16%)
Value$9.4M (+$1.3M)
Filed 2026-10-30
Prodigy Asset Management LLC
INCREASED
Shares226,769 from 221,412
Change+5,357 (+2%)
Value$9.4M (+$261.8K)
Filed 2026-10-28
180 Wealth Advisors, LLC
INCREASED
Shares224,815 from 217,332
Change+7,483 (+3%)
Value$9.3M (+$349.1K)
Filed 2026-11-03
Maryland State Retirement & Pension System
NEW
Shares221,556
Change+221,556
Value$9.2M
Filed 2026-11-05
Tillman Hartley LLC
INCREASED
Shares220,486 from 211,688
Change+8,798 (+4%)
Value$9.1M (+$402.6K)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares220,249 from 221,242
Change-993 (0%)
Value$9.1M (-$1.3K)
Filed 2026-11-09
HB Wealth Management, LLC
DECREASED
Shares219,318 from 226,016
Change-6,698 (-3%)
Value$9.1M (-$236.8K)
Filed 2026-10-23
Maryland Capital Advisors Inc.
INCREASED
Shares215,013 from 213,977
Change+1,036 (+0%)
Value$8.9M (+$81.4K)
Filed 2026-10-15
Baker Boyer National Bank
INCREASED
Shares205,459 from 196,591
Change+8,868 (+5%)
Value$8.5M (+$402.8K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares202,951 from 195,544
Change+7,407 (+4%)
Value$8.4M (+$342.1K)
Filed 2026-11-03
Clarity Capital Advisors, LLC
INCREASED
Shares202,439 from 201,551
Change+888 (+0%)
Value$8.4M (+$73.1K)
Filed 2026-10-27
Mustard Seed Financial, LLC
INCREASED
Shares201,416 from 189,441
Change+11,975 (+6%)
Value$8.3M (+$530.2K)
Filed 2026-10-30
Warburton Capital Management, LLC
INCREASED
Shares192,810 from 101,006
Change+91,804 (+91%)
Value$8.0M (+$3.8M)
Filed 2026-11-06
Gross & Hartman Investments LLC
NEW
Shares190,671
Change+190,671
Value$7.9M
Filed 2026-11-10
MGO One Seven LLC
DECREASED
Shares187,739 from 189,384
Change-1,645 (-1%)
Value$7.8M (-$34.1K)
Filed 2026-10-28
Lynx Investment Advisory
INCREASED
Shares187,365 from 170,009
Change+17,356 (+10%)
Value$7.8M (+$749.7K)
Filed 2026-10-27
Cascade Wealth Advisors, Inc
INCREASED
Shares184,344 from 123,050
Change+61,294 (+50%)
Value$7.5M (+$2.2M)
Filed 2026-11-09
Entrust Financial LLC
DECREASED
Shares180,610 from 207,750
Change-27,140 (-13%)
Value$7.5M (-$1.1M)
Filed 2026-11-04
J. R. Prunier Capital Management LLC
INCREASED
Shares179,932 from 175,297
Change+4,635 (+3%)
Value$7.5M (+$223.6K)
Filed 2026-11-09
Larry Mathis Financial Planning, LLC
INCREASED
Shares179,416 from 87,274
Change+92,142 (+106%)
Value$7.4M (+$3.8M)
Filed 2026-10-26
Safe Harbor Family Capital, LLC
NEW
Shares178,855
Change+178,855
Value$7.4M
Filed 2026-11-09
AlTi Global, Inc.
UNCHANGED
Shares178,250 from 178,250
Change0 (0%)
Value$7.4M (+$32.1K)
Filed 2026-11-09
Avior Wealth Management, LLC
DECREASED
Shares177,585 from 182,852
Change-5,267 (-3%)
Value$7.4M (-$185.3K)
Filed 2026-10-13
Hurlow Wealth Management Group, Inc.
DECREASED
Shares176,347 from 176,854
Change-507 (0%)
Value$7.3M (+$10.8K)
Filed 2026-10-29
FinDec Wealth Services, Inc.
INCREASED
Shares173,921 from 173,603
Change+318 (+0%)
Value$7.2M (+$44.4K)
Filed 2026-10-30
Strategic Wealth Advisors LLC
INCREASED
Shares172,708 from 165,561
Change+7,147 (+4%)
Value$7.2M (+$7.1M)
Filed 2026-11-06
First Financial Group Corp
INCREASED
Shares170,849 from 166,692
Change+4,157 (+2%)
Value$7.1M (+$202.2K)
Filed 2026-10-22
Baring Financial LLC
INCREASED
Shares169,779 from 167,642
Change+2,137 (+1%)
Value$7.0M (+$118.7K)
Filed 2026-10-07
First Premier Bank
INCREASED
Shares167,965 from 115,235
Change+52,730 (+46%)
Value$7.0M (+$7.0M)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares166,296 from 167,515
Change-1,219 (-1%)
Value$6.9M (-$20.4K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares165,615 from 156,706
Change+8,909 (+6%)
Value$6.9M (+$397.3K)
Filed 2026-10-14
Newman Dignan & Sheerar, Inc.
INCREASED
Shares165,095 from 149,876
Change+15,219 (+10%)
Value$6.8M (+$657.5K)
Filed 2026-10-21
North Capital, Inc.
DECREASED
Shares162,556 from 173,349
Change-10,793 (-6%)
Value$6.7M (-$407.9K)
Filed 2026-10-16
Drive Wealth Management, LLC
NEW
Shares161,097
Change+161,097
Value$6.7M
Filed 2026-11-09
Elser Financial Planning, Inc
DECREASED
Shares160,829 from 162,277
Change-1,448 (-1%)
Value$6.7M (-$30.8K)
Filed 2026-10-16
3 Factor Indexing, LLC
INCREASED
Shares160,796 from 142,494
Change+18,302 (+13%)
Value$6.7M (+$783.9K)
Filed 2026-10-15
Forteris Wealth Management Inc.
INCREASED
Shares159,069 from 158,894
Change+175 (+0%)
Value$6.6M (+$35.9K)
Filed 2026-10-13
Johnson Wealth Management, LLC
INCREASED
Shares158,109 from 157,683
Change+426 (+0%)
Value$6.6M (+$46.0K)
Filed 2026-11-09
SeedSafe Financial LLC
DECREASED
Shares157,096 from 158,679
Change-1,583 (-1%)
Value$6.5M (-$36.7K)
Filed 2026-11-02
City State Bank
INCREASED
Shares155,729 from 144,938
Change+10,791 (+7%)
Value$6.5M (+$473.2K)
Filed 2026-10-20
Market Street Wealth Management Advisors LLC
INCREASED
Shares155,530 from 154,268
Change+1,262 (+1%)
Value$6.4M (+$80.0K)
Filed 2026-10-09
Quad-Cities Investment Group, LLC
INCREASED
Shares152,242 from 151,283
Change+959 (+1%)
Value$6.3M (+$67.0K)
Filed 2026-10-16
Oceanside Advisors LLC
INCREASED
Shares148,267 from 144,233
Change+4,034 (+3%)
Value$6.1M (+$193.1K)
Filed 2026-11-03
Breakwater Capital Group
INCREASED
Shares146,411 from 136,478
Change+9,933 (+7%)
Value$6.1M (+$436.1K)
Filed 2026-10-09
AdvisorNet Financial, Inc
INCREASED
Shares142,905 from 141,428
Change+1,477 (+1%)
Value$5.9M (+$52.4K)
Filed 2026-10-15
Cowa, LLC
DECREASED
Shares142,096 from 145,476
Change-3,380 (-2%)
Value$5.9M (-$113.8K)
Filed 2026-10-30
Dodds Wealth, LLC
DECREASED
Shares138,131 from 140,970
Change-2,839 (-2%)
Value$5.7M (-$92.2K)
Filed 2026-11-02
Alkeme Wealth, LLC
UNCHANGED
Shares135,404 from 135,404
Change0 (0%)
Value$5.6M (+$24.4K)
Filed 2026-10-08
Optima Capital LLC
DECREASED
Shares133,261 from 133,650
Change-389 (0%)
Value$5.5M (+$8.0K)
Filed 2026-10-29
PFG Advisors
INCREASED
Shares130,148 from 128,886
Change+1,262 (+1%)
Value$5.4M (+$75.5K)
Filed 2026-10-16
Weinberger Asset Management, Inc
INCREASED
Shares129,135 from 125,152
Change+3,983 (+3%)
Value$5.4M (+$81.1K)
Filed 2026-10-28
First Security Investment Management, Inc.
NEW
Shares127,753
Change+127,753
Value$5.3M
Filed 2026-11-05
Mach-1 Financial Group, LLC
INCREASED
Shares125,381 from 113,134
Change+12,247 (+11%)
Value$5.2M (+$527.7K)
Filed 2026-11-06
Sollinda Capital Management LLC
INCREASED
Shares124,609 from 121,942
Change+2,667 (+2%)
Value$5.2M (+$132.4K)
Filed 2026-11-09
Valeo Financial Advisors, LLC
INCREASED
Shares124,043 from 91,284
Change+32,759 (+36%)
Value$5.1M (+$1.4M)
Filed 2026-10-08
RFG Advisory, LLC
DECREASED
Shares123,950 from 176,053
Change-52,103 (-30%)
Value$5.1M (-$2.1M)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
INCREASED
Shares121,478 from 116,080
Change+5,398 (+5%)
Value$5.0M (+$244.6K)
Filed 2026-10-23
First National Bank Sioux Falls
INCREASED
Shares121,026 from 111,562
Change+9,464 (+8%)
Value$5.0M (+$413.3K)
Filed 2026-10-13
Redwood Park Advisors LLC
DECREASED
Shares118,180 from 118,524
Change-344 (0%)
Value$4.9M (+$7.1K)
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares117,936 from 109,068
Change+8,868 (+8%)
Value$4.9M (+$387.0K)
Filed 2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED
Shares113,442 from 112,439
Change+1,003 (+1%)
Value$4.7M (+$61.8K)
Filed 2026-10-29
Syverson Strege & Co
DECREASED
Shares112,315 from 129,124
Change-16,809 (-13%)
Value$4.7M (-$673.2K)
Filed 2026-11-02
Capstone Wealth Management, LLC
INCREASED
Shares112,271 from 105,407
Change+6,864 (+7%)
Value$4.7M (+$303.3K)
Filed 2026-11-02
DBK Financial Counsel, LLC
DECREASED
Shares111,486 from 111,595
Change-109 (0%)
Value$4.6M (+$15.6K)
Filed 2026-10-13
CLG LLC
INCREASED
Shares110,940 from 108,835
Change+2,105 (+2%)
Value$4.6M (+$106.8K)
Filed 2026-10-13
Woodward Financial Advisors, Inc.
DECREASED
Shares110,345 from 113,429
Change-3,084 (-3%)
Value$4.6M (-$107.4K)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares107,396 from 95,952
Change+11,444 (+12%)
Value$4.4M (+$491.0K)
Filed 2026-10-26
Saxony Capital Management, LLC
DECREASED
Shares106,239 from 112,217
Change-5,978 (-5%)
Value$4.4M (-$227.5K)
Filed 2026-10-15
Firethorn Wealth Partners, LLC
INCREASED
Shares105,255 from 100,839
Change+4,416 (+4%)
Value$4.4M (+$201.1K)
Filed 2026-10-14
SMI Advisory Services, LLC
INCREASED
Shares104,395 from 99,064
Change+5,331 (+5%)
Value$4.3M (+$159.0K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
INCREASED
Shares103,395 from 102,177
Change+1,218 (+1%)
Value$4.3M (+$68.9K)
Filed 2026-10-16
Waterfront Wealth Inc.
DECREASED
Shares102,210 from 103,763
Change-1,553 (-1%)
Value$4.3M (-$55.3K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares101,261 from 60,350
Change+40,911 (+68%)
Value$4.2M (+$1.7M)
Filed 2026-11-05
Benson Investment Management Company, Inc.
UNCHANGED
Shares96,470 from 96,470
Change0 (0%)
Value$4.0M (+$17.4K)
Filed 2026-10-13
Compass Financial Group, Inc
INCREASED
Shares95,629 from 86,688
Change+8,941 (+10%)
Value$4.0M (+$386.0K)
Filed 2026-10-13
Timonier Family Office, Ltd.
DECREASED
Shares94,058 from 94,362
Change-304 (0%)
Value$3.9M (+$4.4K)
Filed 2026-11-03
Approach Retirement Advisors, LLC
INCREASED
Shares93,600 from 93,290
Change+310 (+0%)
Value$3.9M (+$29.6K)
Filed 2026-10-22
Semitam Bonam LLC
INCREASED
Shares93,326 from 80,257
Change+13,069 (+16%)
Value$3.9M (+$555.9K)
Filed 2026-10-27
Tenet Wealth Partners, LLC
INCREASED
Shares93,107 from 93,061
Change+46 (+0%)
Value$3.9M (-$11.1K)
Filed 2026-10-19
Versant Capital Management, Inc
DECREASED
Shares92,860 from 99,922
Change-7,062 (-7%)
Value$3.8M (-$274.6K)
Filed 2026-10-02
Walleye Partners, LLC
DECREASED
Shares91,637 from 92,967
Change-1,330 (-1%)
Value$3.8M (-$38.3K)
Filed 2026-10-13
Wavvest Wealth LLC
NEW
Shares89,679
Change+89,679
Value$3.7M
Filed 2026-10-21
Cardiff Park Advisors, LLC
INCREASED
Shares89,120 from 88,999
Change+121 (+0%)
Value$3.7M (+$21.0K)
Filed 2026-11-09
Financial Symmetry Inc
DECREASED
Shares87,906 from 88,094
Change-188 (0%)
Value$3.6M (+$8.1K)
Filed 2026-10-06
Kestra Private Wealth Services, LLC
INCREASED
Shares87,056 from 60,169
Change+26,887 (+45%)
Value$3.6M (+$1.1M)
Filed 2026-11-06
Robinson Smith Wealth Advisors LLC
DECREASED
Shares86,956 from 87,042
Change-86 (0%)
Value$3.6M (+$12.1K)
Filed 2026-10-22
Poinciana Advisors Group, LLC
INCREASED
Shares86,623 from 69,909
Change+16,714 (+24%)
Value$3.9M (+$772.3K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares86,281 from 82,707
Change+3,574 (+4%)
Value$3.6M (+$163.0K)
Filed 2026-10-16
RED Lighthouse Investment Management, LLC
DECREASED
Shares85,138 from 86,092
Change-954 (-1%)
Value$3.5M (-$24.0K)
Filed 2026-11-02
Greenspring Advisors, LLC
INCREASED
Shares84,463 from 73,623
Change+10,840 (+15%)
Value$3.5M (+$462.3K)
Filed 2026-11-05
Ares Financial Consulting, LLC
DECREASED
Shares83,840 from 100,765
Change-16,925 (-17%)
Value$3.5M (-$683.1K)
Filed 2026-10-19
Everest Financial Group LLC
INCREASED
Shares83,685 from 83,572
Change+113 (+0%)
Value$3.5M (+$19.7K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares83,357 from 65,749
Change+17,608 (+27%)
Value$3.5M (+$723.8K)
Filed 2026-10-20
Olistico Wealth, LLC
INCREASED
Shares82,867 from 79,403
Change+3,464 (+4%)
Value$3.4M (+$157.8K)
Filed 2026-10-05
Altiora Financial Group, LLC
DECREASED
Shares81,502 from 105,182
Change-23,680 (-23%)
Value$3.4M (-$962.1K)
Filed 2026-11-04
Lauterbach Financial Advisors, LLC
INCREASED
Shares78,807 from 73,505
Change+5,302 (+7%)
Value$3.3M (+$232.9K)
Filed 2026-10-21
Level Four Advisory Services, LLC
INCREASED
Shares78,225 from 68,848
Change+9,377 (+14%)
Value$3.2M (+$400.9K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
DECREASED
Shares77,654 from 353,529
Change-275,875 (-78%)
Value$3.2M (-$11.4M)
Filed 2026-10-26
SwitchPoint Financial Planning, LLC
INCREASED
Shares77,428 from 73,777
Change+3,651 (+5%)
Value$3.2M (+$164.5K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares77,376 from 78,948
Change-1,572 (-2%)
Value$3.2M (-$40.4K)
Filed 2026-10-30
APS Management Group, Inc.
DECREASED
Shares76,927 from 108,543
Change-31,616 (-29%)
Value$3.2M (-$1.3M)
Filed 2026-10-14
Plan Group Financial, LLC
DECREASED
Shares76,314 from 93,471
Change-17,157 (-18%)
Value$3.2M (-$678.7K)
Filed 2026-10-22
Melfa Wealth Management, Inc.
INCREASED
Shares75,504 from 73,956
Change+1,548 (+2%)
Value$3.1M (+$77.5K)
Filed 2026-11-06
Powerhouse Assets LLC
INCREASED
Shares75,362 from 72,691
Change+2,671 (+4%)
Value$3.1M (+$123.7K)
Filed 2026-10-19
Spire Wealth Management
INCREASED
Shares75,214 from 67,734
Change+7,480 (+11%)
Value$3.1M (+$322.1K)
Filed 2026-10-30
55 North Private Wealth, LLC
INCREASED
Shares74,481 from 74,458
Change+23 (+0%)
Value$3.1M (+$14.4K)
Filed 2026-10-20
Shearwater Capital LLC
DECREASED
Shares73,897 from 74,469
Change-572 (-1%)
Value$3.1M (-$10.3K)
Filed 2026-10-13
Harbor Asset Planning, Inc.
INCREASED
Shares72,790 from 72,498
Change+292 (+0%)
Value$3.0M (+$25.0K)
Filed 2026-10-23
ERn Financial, LLC
DECREASED
Shares71,544 from 76,316
Change-4,772 (-6%)
Value$3.0M (-$184.0K)
Filed 2026-10-28
Pacific Asset Management, LLC
INCREASED
Shares71,467 from 70,727
Change+740 (+1%)
Value$3.0M (+$43.4K)
Filed 2026-10-15
Lodestone Wealth Management LLC
DECREASED
Shares70,658 from 71,080
Change-422 (-1%)
Value$2.9M (-$4.7K)
Filed 2026-10-14
ARK & TLK Investments, LLC
DECREASED
Shares70,077 from 74,268
Change-4,191 (-6%)
Value$2.9M (-$160.2K)
Filed 2026-10-20
Quarry Hill Advisors, LLC
DECREASED
Shares69,524 from 70,216
Change-692 (-1%)
Value$2.9M (-$16.0K)
Filed 2026-11-04
PCA Investment Advisory Services Inc.
INCREASED
Shares69,395 from 68,684
Change+711 (+1%)
Value$2.9M (+$41.8K)
Filed 2026-10-13
G2 Capital Management, LLC / OH
INCREASED
Shares68,064 from 62,804
Change+5,260 (+8%)
Value$2.8M (+$229.2K)
Filed 2026-10-23
Investmark Advisory Group LLC
INCREASED
Shares66,997 from 63,858
Change+3,139 (+5%)
Value$2.8M (+$141.5K)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares66,738 from 35,419
Change+31,319 (+88%)
Value$2.8M (+$1.3M)
Filed 2026-11-04
Washington Trust Advisors, Inc.
INCREASED
Shares66,484 from 60,638
Change+5,846 (+10%)
Value$2.8M (+$253.1K)
Filed 2026-10-22
Wealthfront Advisers LLC
INCREASED
Shares66,105 from 65,526
Change+579 (+1%)
Value$2.7M (+$35.8K)
Filed 2026-11-09
Concord Wealth Partners
INCREASED
Shares64,265 from 62,234
Change+2,031 (+3%)
Value$2.7M (+$95.3K)
Filed 2026-11-02
Burton Enright Welch
DECREASED
Shares62,263 from 62,583
Change-320 (-1%)
Value$2.6M (-$2.0K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
INCREASED
Shares60,265 from 59,197
Change+1,068 (+2%)
Value$2.5M (+$54.9K)
Filed 2026-10-21
Madson Wealth Advisors Inc
INCREASED
Shares58,911 from 44,791
Change+14,120 (+32%)
Value$2.4M (+$593.1K)
Filed 2026-10-13
Revolve Wealth Partners, LLC
UNCHANGED
Shares58,048 from 58,048
Change0 (0%)
Value$2.4M (+$10.4K)
Filed 2026-10-23
International Private Wealth Advisors LLC
INCREASED
Shares57,760 from 52,567
Change+5,193 (+10%)
Value$2.4M (+$224.6K)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
INCREASED
Shares55,836 from 45,953
Change+9,883 (+22%)
Value$2.3M (+$417.7K)
Filed 2026-10-19
Vestment Financial LLC
DECREASED
Shares54,812 from 54,872
Change-60 (0%)
Value$2.3M (-$18.4K)
Filed 2026-10-13
Victory Financial Group, LLC
INCREASED
Shares54,487 from 29,087
Change+25,400 (+87%)
Value$2.3M (+$1.1M)
Filed 2026-10-27
Wescott Financial Advisory Group, LLC
DECREASED
Shares54,174 from 58,372
Change-4,198 (-7%)
Value$2.2M (-$163.4K)
Filed 2026-11-09
Cypress Point Wealth Management, LLC
DECREASED
Shares53,060 from 53,265
Change-205 (0%)
Value$2.2M (+$1.1K)
Filed 2026-11-03
Level Wealth Management LLC
DECREASED
Shares52,267 from 53,756
Change-1,489 (-3%)
Value$2.2M (-$52.0K)
Filed 2026-10-23
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares51,545 from 59,819
Change-8,274 (-14%)
Value$2.1M (-$332.0K)
Filed 2026-10-14
Kane Co Wealth Management, Inc.
INCREASED
Shares51,418 from 51,110
Change+308 (+1%)
Value$2.1M (+$22.0K)
Filed 2026-11-04
Global Financial Private Client, LLC
INCREASED
Shares51,398 from 50,584
Change+814 (+2%)
Value$2.1M (+$42.9K)
Filed 2026-10-15
R. W. Roge & Company, Inc.
DECREASED
Shares49,900 from 173,755
Change-123,855 (-71%)
Value$2.1M (-$5.1M)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED
Shares49,649 from 50,058
Change-409 (-1%)
Value$2.1M (-$7.9K)
Filed 2026-10-08
Heritage Wealth Management, Inc.
DECREASED
Shares49,275 from 52,258
Change-2,983 (-6%)
Value$2.0M (-$114.2K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares48,957 from 32,038
Change+16,919 (+53%)
Value$2.0M (+$706.7K)
Filed 2026-11-06
Woodside Wealth Management LLC
INCREASED
Shares48,815 from 48,153
Change+662 (+1%)
Value$2.0M (+$36.1K)
Filed 2026-10-16
Wealth Advisors Northwest LLC
INCREASED
Shares48,802 from 46,492
Change+2,310 (+5%)
Value$2.0M (+$104.1K)
Filed 2026-10-29
Arnold Financial Planning LLC
INCREASED
Shares48,302 from 48,277
Change+25 (+0%)
Value$2.0M (+$9.7K)
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares47,619 from 47,119
Change+500 (+1%)
Value$2.0M (+$21.6K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
DECREASED
Shares47,584 from 47,892
Change-308 (-1%)
Value$2.0M (-$4.1K)
Filed 2026-10-29
Aspiriant, LLC
NEW
Shares46,041
Change+46,041
Value$1.9M
Filed 2026-10-16
IFG Advisory, LLC
DECREASED
Shares45,953 from 47,300
Change-1,347 (-3%)
Value$1.9M (-$47.3K)
Filed 2026-11-09
Granville Capital, Inc.
NEW
Shares44,847
Change+44,847
Value$1.9M
Filed 2026-11-05
Infinity Wealth Counsel, LLC
INCREASED
Shares44,200 from 42,935
Change+1,265 (+3%)
Value$1.8M (+$60.1K)
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED
Shares43,774 from 42,385
Change+1,389 (+3%)
Value$1.8M (+$65.1K)
Filed 2026-11-05
Heritage Investment Group, Inc.
DECREASED
Shares43,677 from 45,982
Change-2,305 (-5%)
Value$1.8M (-$87.2K)
Filed 2026-11-03
Life Planning Partners, Inc
DECREASED
Shares43,006 from 48,146
Change-5,140 (-11%)
Value$1.8M (-$204.3K)
Filed 2026-10-28
Great Valley Advisor Group, Inc.
INCREASED
Shares42,893 from 38,994
Change+3,899 (+10%)
Value$1.8M (+$168.2K)
Filed 2026-11-09
Private Trust Co NA
INCREASED
Shares42,877 from 33,910
Change+8,967 (+26%)
Value$1.8M (+$377.6K)
Filed 2026-10-20
Porter White Investment Advisors, Inc.
INCREASED
Shares41,624 from 20,740
Change+20,884 (+101%)
Value$1.7M (+$869.0K)
Filed 2026-10-14
Leading Edge Financial Planning LLC
DECREASED
Shares41,321 from 42,332
Change-1,011 (-2%)
Value$1.7M (-$34.2K)
Filed 2026-10-23
Elevate Wealth Advisory, Inc
DECREASED
Shares41,055 from 41,355
Change-300 (-1%)
Value$1.7M (-$5.0K)
Filed 2026-10-29
HFG Wealth Management, LLC
UNCHANGED
Shares40,364 from 40,364
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-16
Meritas Wealth Management, LLC
UNCHANGED
Shares40,093 from 40,093
Change0 (0%)
Value$1.7M (+$7.2K)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
INCREASED
Shares39,860 from 39,722
Change+138 (+0%)
Value$1.7M (+$13.0K)
Filed 2026-10-21
Mraz, Amerine & Associates, Inc.
DECREASED
Shares39,657 from 39,669
Change-12 (0%)
Value$1.6M (+$6.7K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
INCREASED
Shares39,549 from 27,442
Change+12,107 (+44%)
Value$1.6M (+$506.5K)
Filed 2026-10-26
Worth Asset Management, LLC
INCREASED
Shares39,020 from 27,500
Change+11,520 (+42%)
Value$1.6M (+$482.3K)
Filed 2026-10-07
Squire Investment Management Company, LLC
INCREASED
Shares38,944 from 33,006
Change+5,938 (+18%)
Value$1.6M (+$252.0K)
Filed 2026-11-03
J. Derek Lewis & Associates Inc.
DECREASED
Shares38,779 from 38,840
Change-61 (0%)
Value$1.6M (+$4.4K)
Filed 2026-11-03
Summit Investment Advisors, Inc.\KS
DECREASED
Shares38,034 from 71,057
Change-33,023 (-46%)
Value$1.6M (-$1.4M)
Filed 2026-11-05
Arbor Investment Advisors, LLC
INCREASED
Shares37,226 from 27,286
Change+9,940 (+36%)
Value$1.5M (+$416.7K)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares37,043 from 37,395
Change-352 (-1%)
Value$1.5M (-$7.9K)
Filed 2026-10-20
Demming Financial Services Corp
DECREASED
Shares36,907 from 40,403
Change-3,496 (-9%)
Value$1.5M (-$137.7K)
Filed 2026-11-09
Forum Financial Management, LP
DECREASED
Shares36,636 from 36,802
Change-166 (0%)
Value$1.5M (-$255)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED
Shares36,049 from 36,149
Change-100 (0%)
Value$1.5M (+$2.4K)
Filed 2026-10-08
WMS Group LLC
DECREASED
Shares35,463 from 36,176
Change-713 (-2%)
Value$1.5M (-$23.0K)
Filed 2026-11-06
WealthSpring Partners, LLC
INCREASED
Shares35,318 from 30,927
Change+4,391 (+14%)
Value$1.5M (+$187.5K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
DECREASED
Shares35,291 from 35,320
Change-29 (0%)
Value$1.5M (+$5.2K)
Filed 2026-11-05
Bryant Woods Investment Advisors, LLC
INCREASED
Shares34,965 from 34,538
Change+427 (+1%)
Value$1.4M (+$23.8K)
Filed 2026-10-26
Tranquility Partners, LLC
INCREASED
Shares34,722 from 29,583
Change+5,139 (+17%)
Value$1.4M (+$218.9K)
Filed 2026-10-20
CSP Financial Group, LLC
INCREASED
Shares34,580 from 34,243
Change+337 (+1%)
Value$1.4M (+$20.1K)
Filed 2026-10-26
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares34,504 from 15,120
Change+19,384 (+128%)
Value$1.4M (+$805.8K)
Filed 2026-11-03
Scratch Capital LLC
INCREASED
Shares34,225 from 32,535
Change+1,690 (+5%)
Value$1.4M (+$75.9K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
NEW
Shares33,924
Change+33,924
Value$1.4M
Filed 2026-11-04
Strategent Financial, LLC
DECREASED
Shares33,629 from 33,742
Change-113 (0%)
Value$1.4M (+$1.4K)
Filed 2026-10-30
Crescent Grove Advisors, LLC
INCREASED
Shares33,521 from 29,604
Change+3,917 (+13%)
Value$1.4M (+$167.6K)
Filed 2026-10-21
Strathmore Capital Advisors, Inc.
INCREASED
Shares32,885 from 23,993
Change+8,892 (+37%)
Value$1.3M (+$343.7K)
Filed 2026-11-09
Pettinga Financial Advisors LLC
DECREASED
Shares31,870 from 32,545
Change-675 (-2%)
Value$1.3M (-$22.1K)
Filed 2026-10-13
Vestia Personal Wealth Advisors
INCREASED
Shares31,773 from 31,629
Change+144 (+0%)
Value$1.3M (+$11.7K)
Filed 2026-10-20
Riverchase Wealth Management, LLC
INCREASED
Shares31,543 from 28,724
Change+2,819 (+10%)
Value$1.3M (+$121.9K)
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares31,411 from 31,902
Change-491 (-2%)
Value$1.3M (-$14.6K)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED
Shares31,362 from 29,439
Change+1,923 (+7%)
Value$1.3M (+$85.0K)
Filed 2026-10-05
Factor Wealth Management LTD
DECREASED
Shares31,166 from 31,247
Change-81 (0%)
Value$1.3M (+$2.3K)
Filed 2026-10-08
Williams & Novak Wealth Management, LLC
INCREASED
Shares31,102 from 24,236
Change+6,866 (+28%)
Value$1.3M (+$288.8K)
Filed 2026-10-09
Samalin Investment Counsel, LLC
INCREASED
Shares30,781 from 29,435
Change+1,346 (+5%)
Value$1.3M (+$61.0K)
Filed 2026-10-23
Abel Hall, LLC
DECREASED
Shares30,463 from 31,522
Change-1,059 (-3%)
Value$1.3M (-$38.2K)
Filed 2026-10-19
Ballentine Capital Advisors, Inc
DECREASED
Shares30,463 from 30,535
Change-72 (0%)
Value$1.3M (+$2.5K)
Filed 2026-10-14
LAM Group, Inc.
DECREASED
Shares30,060 from 31,255
Change-1,195 (-4%)
Value$1.2M (-$43.9K)
Filed 2026-10-26
Thoroughbred Financial Services, LLC
UNCHANGED
Shares29,630 from 29,630
Change0 (0%)
Value$1.2M (+$5.0K)
Filed 2026-11-09
Diversified Trust Co
UNCHANGED
Shares28,331 from 28,331
Change0 (0%)
Value$1.2M (+$5.1K)
Filed 2026-11-06
Ballast Rock Private Wealth LLC
DECREASED
Shares28,269 from 28,912
Change-643 (-2%)
Value$1.2M (-$21.4K)
Filed 2026-10-26
Sterling Wealth Management, Inc.
INCREASED
Shares27,818 from 27,747
Change+71 (+0%)
Value$1.2M (+$7.9K)
Filed 2026-10-23
AA Financial Advisors, LLC
NEW
Shares27,451
Change+27,451
Value$1.1M
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares27,446 from 29,271
Change-1,825 (-6%)
Value$1.1M (-$70.3K)
Filed 2026-11-05
Pillar Financial Advisors, LLC
DECREASED
Shares27,131 from 28,229
Change-1,098 (-4%)
Value$1.1M (-$40.4K)
Filed 2026-10-21
CGN Advisors LLC
DECREASED
Shares26,346 from 98,039
Change-71,693 (-73%)
Value$1.1M (-$3.0M)
Filed 2026-10-21
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares26,206 from 27,491
Change-1,285 (-5%)
Value$1.1M (-$48.3K)
Filed 2026-10-09
Barrett & Company, Inc.
INCREASED
Shares25,521 from 25,454
Change+67 (+0%)
Value$1.1M (+$7.4K)
Filed 2026-10-22
Wealth Architects, LLC
INCREASED
Shares23,601 from 20,282
Change+3,319 (+16%)
Value$977.8K (+$141.1K)
Filed 2026-11-03
BOS Asset Management, LLC
INCREASED
Shares23,395 from 23,379
Change+16 (+0%)
Value$969.3K (+$4.9K)
Filed 2026-10-09
Visionary Horizons, LLC
INCREASED
Shares23,268 from 22,310
Change+958 (+4%)
Value$964.0K (+$43.7K)
Filed 2026-10-22
Darden Wealth Group Inc
UNCHANGED
Shares23,170 from 23,170
Change0 (0%)
Value$959.9K (+$4.2K)
Filed 2026-11-06
Collective Family Office LLC
DECREASED
Shares23,122 from 23,319
Change-197 (-1%)
Value$957.9K (-$4.0K)
Filed 2026-10-05
JDH Wealth Management, LLC
UNCHANGED
Shares22,933 from 22,933
Change0 (0%)
Value$950.1K (+$4.1K)
Filed 2026-10-20
Foundry Financial LLC
INCREASED
Shares22,889 from 22,369
Change+520 (+2%)
Value$948.3K (+$25.6K)
Filed 2026-10-16
Shore Point Advisors, LLC
INCREASED
Shares21,721 from 21,550
Change+171 (+1%)
Value$899.9K (+$11.0K)
Filed 2026-10-14
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares21,055 from 19,121
Change+1,934 (+10%)
Value$872.3K (+$83.6K)
Filed 2026-10-16
BAM Wealth Management, LLC
DECREASED
Shares21,012 from 23,299
Change-2,287 (-10%)
Value$870.5K (-$90.6K)
Filed 2026-10-15
Sensenig Capital Advisors, Inc
DECREASED
Shares20,904 from 21,454
Change-550 (-3%)
Value$866.1K (-$18.9K)
Filed 2026-10-23
TCV Trust & Wealth Management, Inc.
INCREASED
Shares20,785 from 13,695
Change+7,090 (+52%)
Value$861.1K (+$296.2K)
Filed 2026-10-16
Studio Investment Management LLC
INCREASED
Shares20,678 from 20,077
Change+601 (+3%)
Value$856.7K (+$28.5K)
Filed 2026-10-22
Montis Financial, LLC
INCREASED
Shares20,677 from 20,490
Change+187 (+1%)
Value$856.6K (+$11.4K)
Filed 2026-11-04
WMG Financial Advisors, LLC
UNCHANGED
Shares20,385 from 20,385
Change0 (0%)
Value$840.9K ($0)
Filed 2026-10-28
SWF LLC
UNCHANGED
Shares20,358 from 20,358
Change0 (0%)
Value$843.4K (+$3.7K)
Filed 2026-11-05
Landmark Wealth Management, Inc.
DECREASED
Shares19,992 from 20,172
Change-180 (-1%)
Value$828.3K (-$3.8K)
Filed 2026-11-04
Darrow Company, Inc.
UNCHANGED
Shares19,654 from 19,654
Change0 (0%)
Value$814.3K (+$3.5K)
Filed 2026-10-22
DiNuzzo Private Wealth, Inc.
INCREASED
Shares19,557 from 19,429
Change+128 (+1%)
Value$810.2K (+$8.8K)
Filed 2026-10-16
Kaufman Rossin Wealth, LLC
INCREASED
Shares18,895 from 18,888
Change+7 (+0%)
Value$782.8K (+$1.5K)
Filed 2026-10-19
Levin Capital Strategies, L.P.
INCREASED
Shares18,870 from 7,222
Change+11,648 (+161%)
Value$781.8K (+$483.9K)
Filed 2026-11-02
Francis Financial, Inc.
UNCHANGED
Shares18,429 from 18,429
Change0 (0%)
Value$763.5K (+$3.3K)
Filed 2026-11-09
Navigate Wealth Management, LLC
DECREASED
Shares17,837 from 17,886
Change-49 (0%)
Value$737.4K (-$2.2K)
Filed 2026-10-14
Freedom Day Solutions, LLC
DECREASED
Shares17,776 from 30,640
Change-12,864 (-42%)
Value$736.5K (-$527.4K)
Filed 2026-10-20
StoneX Group Inc.
DECREASED
Shares17,658 from 18,925
Change-1,267 (-7%)
Value$734.0K (-$46.5K)
Filed 2026-11-03
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares17,505 from 7,205
Change+10,300 (+143%)
Value$725.2K (+$444.5K)
Filed 2026-10-14
Salem Investment Counselors Inc
INCREASED
Shares17,366 from 17,196
Change+170 (+1%)
Value$719.5K (+$10.1K)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares17,340
Change+17,340
Value$718.4K
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares17,125 from 9,359
Change+7,766 (+83%)
Value$709.5K (+$323.4K)
Filed 2026-11-04
Eastover Investment Advisors LLC
DECREASED
Shares17,113 from 18,177
Change-1,064 (-6%)
Value$709.0K (-$40.8K)
Filed 2026-10-05
Foundation Wealth Management, Llc\pa
DECREASED
Shares16,938 from 17,008
Change-70 (0%)
Value$701.7K (+$162)
Filed 2026-10-14
Quadcap Wealth Management, LLC
INCREASED
Shares16,873 from 16,604
Change+269 (+2%)
Value$699.0K (+$14.1K)
Filed 2026-11-02
Selective Wealth Management, Inc.
INCREASED
Shares16,855 from 16,438
Change+417 (+3%)
Value$699.7K (+$19.9K)
Filed 2026-10-16
Momentous Wealth Management, Inc.
DECREASED
Shares16,836 from 17,530
Change-694 (-4%)
Value$697.5K (-$25.6K)
Filed 2026-10-21
Park Edge Advisors, LLC
INCREASED
Shares16,566 from 9,753
Change+6,813 (+70%)
Value$686.3K (+$284.0K)
Filed 2026-10-28
L.K. Benson & Company, P.C.
INCREASED
Shares16,509 from 13,591
Change+2,918 (+21%)
Value$684.0K (+$123.4K)
Filed 2026-10-23
Gradient Capital Advisors, LLC
INCREASED
Shares16,179 from 15,599
Change+580 (+4%)
Value$670.3K (+$26.8K)
Filed 2026-10-21
Seed Wealth Management, Inc.
UNCHANGED
Shares16,070 from 16,070
Change0 (0%)
Value$665.8K (+$2.9K)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares15,898 from 12,163
Change+3,735 (+31%)
Value$658.7K (+$156.9K)
Filed 2026-11-05
James T. Borello RIA
INCREASED
Shares15,747 from 11,015
Change+4,732 (+43%)
Value$652.4K (+$198.0K)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares15,420 from 13,691
Change+1,729 (+13%)
Value$638.9K (+$74.1K)
Filed 2026-11-09
HMV Wealth Advisors, LLC
UNCHANGED
Shares15,216 from 15,216
Change0 (0%)
Value$630.4K (+$2.7K)
Filed 2026-10-27
Donalies Financial Planning, LLC
INCREASED
Shares14,044 from 12,801
Change+1,243 (+10%)
Value$581.9K (+$53.8K)
Filed 2026-10-19
Stewardship Advisors, LLC
INCREASED
Shares13,864 from 13,555
Change+309 (+2%)
Value$574.4K (+$15.2K)
Filed 2026-10-20
Gemmer Asset Management LLC
DECREASED
Shares13,723 from 15,967
Change-2,244 (-14%)
Value$568.5K (-$90.1K)
Filed 2026-10-16
RCS Financial Planning, LLC
DECREASED
Shares13,651 from 15,562
Change-1,911 (-12%)
Value$565.6K (-$76.4K)
Filed 2026-10-14
KPP Advisory Services LLC
DECREASED
Shares13,583 from 19,725
Change-6,142 (-31%)
Value$562.7K (-$250.9K)
Filed 2026-10-26
Visionary Wealth Advisors
INCREASED
Shares13,551 from 10,049
Change+3,502 (+35%)
Value$561.4K (+$146.9K)
Filed 2026-11-04
Cambridge Financial Group, LLC
UNCHANGED
Shares13,305 from 13,305
Change0 (0%)
Value$548.8K ($0)
Filed 2026-10-06
Wheels Up Wealth, Inc.
UNCHANGED
Shares13,116 from 13,116
Change0 (0%)
Value$543.4K (+$2.4K)
Filed 2026-10-27
Partners in Financial Planning
INCREASED
Shares13,082 from 8,193
Change+4,889 (+60%)
Value$542.0K (+$204.0K)
Filed 2026-11-06
West Financial Advisors, LLC
INCREASED
Shares12,883 from 4,555
Change+8,328 (+183%)
Value$533.7K (+$345.8K)
Filed 2026-10-22
Bridges Investment Management Inc
NEW
Shares12,834
Change+12,834
Value$531.7K
Filed 2026-11-10
Five Oceans Advisors
INCREASED
Shares12,789 from 12,757
Change+32 (+0%)
Value$529.9K (+$3.6K)
Filed 2026-10-22
Lewis Asset Management, LLC
INCREASED
Shares12,682 from 11,809
Change+873 (+7%)
Value$525.4K (+$38.3K)
Filed 2026-10-14
Forthright Family Wealth Advisory LLC
DECREASED
Shares12,535 from 12,621
Change-86 (-1%)
Value$519.3K (-$1.3K)
Filed 2026-11-03
Cypress Wealth Services, LLC
DECREASED
Shares12,459 from 14,525
Change-2,066 (-14%)
Value$518.7K (-$80.5K)
Filed 2026-10-21
Mainsail Asset Management, LLC
NEW
Shares12,223
Change+12,223
Value$508.9K
Filed 2026-10-14
Bayshore Asset Management, LLC
INCREASED
Shares12,091 from 11,305
Change+786 (+7%)
Value$499.0K (+$32.7K)
Filed 2026-11-03
Wealthcare Capital Management LLC
INCREASED
Shares12,069 from 7,524
Change+4,545 (+60%)
Value$500.0K (+$189.7K)
Filed 2026-10-21
Wall Capital Group, Inc.
INCREASED
Shares12,056 from 11,189
Change+867 (+8%)
Value$499.5K (+$38.0K)
Filed 2026-10-14
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares11,939 from 11,939
Change0 (0%)
Value$494.6K (+$2.1K)
Filed 2026-11-04
Canvas Wealth Advisors, LLC
INCREASED
Shares11,894 from 5,957
Change+5,937 (+100%)
Value$497.4K (+$251.7K)
Filed 2026-11-02
Tilia Fiduciary Partners, Inc.
DECREASED
Shares11,698 from 12,027
Change-329 (-3%)
Value$484.6K (-$11.5K)
Filed 2026-10-09
Tassel Capital Management, Inc.
DECREASED
Shares11,547 from 12,945
Change-1,398 (-11%)
Value$478.4K (-$55.6K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares11,528 from 15,655
Change-4,127 (-26%)
Value$477.6K (-$168.2K)
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares11,477 from 11,477
Change0 (0%)
Value$475.5K (+$2.1K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares11,388 from 11,338
Change+50 (+0%)
Value$471.8K (+$4.1K)
Filed 2026-10-28
BIP Wealth, LLC
DECREASED
Shares11,233 from 11,352
Change-119 (-1%)
Value$465.4K (-$2.9K)
Filed 2026-10-22
Univest Financial Corp
UNCHANGED
Shares11,222 from 11,222
Change0 (0%)
Value$464.9K (+$2.0K)
Filed 2026-11-05
Prosperity Advisers, LLC
INCREASED
Shares11,086 from 10,328
Change+758 (+7%)
Value$459.3K (+$33.3K)
Filed 2026-10-28
Ballast Financial Advisors LLC
DECREASED
Shares10,817 from 13,616
Change-2,799 (-21%)
Value$448.1K (-$113.5K)
Filed 2026-10-26
Oppenheimer & Co Inc
DECREASED
Shares10,633 from 11,137
Change-504 (-5%)
Value$440.5K (-$18.9K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares10,455 from 10,692
Change-237 (-2%)
Value$433.2K (-$7.9K)
Filed 2026-10-21
Retirement Planning Group, LLC
INCREASED
Shares10,431 from 10,385
Change+46 (+0%)
Value$432.2K (+$3.8K)
Filed 2026-10-19
Cutler Investment Counsel LLC
UNCHANGED
Shares10,278 from 10,278
Change0 (0%)
Value$425.8K (+$1.9K)
Filed 2026-10-28
Cannon Advisors, Inc.
NEW
Shares10,273
Change+10,273
Value$426.1K
Filed 2026-10-14
Dixon Fnancial Services, Inc.
INCREASED
Shares10,223 from 9,830
Change+393 (+4%)
Value$423.5K (+$18.1K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED
Shares10,127 from 9,967
Change+160 (+2%)
Value$342.1K (+$13.0K)
Filed 2026-11-04
Cardinal Point Capital Management ULC
INCREASED
Shares10,072 from 9,500
Change+572 (+6%)
Value$417.3K (+$25.4K)
Filed 2026-10-21
Wingate Wealth Advisors, Inc.
INCREASED
Shares10,067 from 6,577
Change+3,490 (+53%)
Value$417.1K (+$145.7K)
Filed 2026-10-26
Longview Financial Advisors, Inc.
UNCHANGED
Shares9,827 from 9,827
Change0 (0%)
Value$407.1K (+$1.8K)
Filed 2026-10-09
Narus Financial Partners, LLC
DECREASED
Shares9,826 from 9,879
Change-53 (-1%)
Value$407.1K (-$418)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares9,758 from 9,758
Change0 (0%)
Value$404.3K (+$1.8K)
Filed 2026-10-15
Tableaux LLC
INCREASED
Shares9,752 from 9,096
Change+656 (+7%)
Value$404.0K (+$28.8K)
Filed 2026-10-23
Sprinkle Financial Consultants LLC
INCREASED
Shares9,597 from 9,069
Change+528 (+6%)
Value$397.6K (+$23.5K)
Filed 2026-10-09
Beacon Financial Advisory LLC
INCREASED
Shares9,492 from 9,472
Change+20 (+0%)
Value$393.3K (+$2.5K)
Filed 2026-10-16
Triad Wealth Partners, LLC
DECREASED
Shares9,464 from 20,018
Change-10,554 (-53%)
Value$392.1K (-$454.1K)
Filed 2026-10-26
Burney Co/
UNCHANGED
Shares9,395 from 9,395
Change0 (0%)
Value$389.2K (+$1.7K)
Filed 2026-10-15
Bright Futures Wealth Management, Llc.
DECREASED
Shares9,313 from 9,948
Change-635 (-6%)
Value$385.9K (-$24.5K)
Filed 2026-10-23
RS Crum Inc.
INCREASED
Shares9,259 from 9,255
Change+4 (+0%)
Value$383.6K (+$1.9K)
Filed 2026-10-19
Clear Investment Research, LLC
DECREASED
Shares9,226 from 9,326
Change-100 (-1%)
Value$382.2K (-$2.5K)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares9,217 from 9,138
Change+79 (+1%)
Value$381.9K (+$4.9K)
Filed 2026-11-04
Emprise Bank
DECREASED
Shares9,187 from 9,389
Change-202 (-2%)
Value$380.6K (-$6.7K)
Filed 2026-10-07
Platform Technology Partners
UNCHANGED
Shares9,177 from 9,177
Change0 (0%)
Value$380.2K (+$1.7K)
Filed 2026-11-02
E6 Portfolios, LLC
DECREASED
Shares9,055 from 9,484
Change-429 (-5%)
Value$375.1K (-$16.1K)
Filed 2026-10-26
Western Wealth Management, LLC
NEW
Shares9,029
Change+9,029
Value$374.1K
Filed 2026-11-09
Lexington Hill Partners, LLC
INCREASED
Shares8,957 from 8,918
Change+39 (+0%)
Value$371.1K (+$3.2K)
Filed 2026-10-13
Abacus Wealth Partners, LLC
INCREASED
Shares8,952 from 8,943
Change+9 (+0%)
Value$370.9K (+$2.0K)
Filed 2026-11-03
Nova R Wealth, Inc.
INCREASED
Shares8,849 from 5,137
Change+3,712 (+72%)
Value$366.6K (+$154.7K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
DECREASED
Shares8,823 from 8,980
Change-157 (-2%)
Value$365.5K (-$4.9K)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares8,749 from 10,115
Change-1,366 (-13%)
Value$362.5K (-$54.8K)
Filed 2026-11-04
Wesbanco Bank Inc
DECREASED
Shares8,661 from 17,322
Change-8,661 (-50%)
Value$358.8K (-$360.0K)
Filed 2026-11-04
Fiduciary Alliance LLC
DECREASED
Shares8,529 from 8,575
Change-46 (-1%)
Value$353.4K (-$363)
Filed 2026-10-13
marrick wealth, LLC
UNCHANGED
Shares8,498 from 8,498
Change0 (0%)
Value$352.1K (+$1.5K)
Filed 2026-10-20
Beacon Financial Strategies Corp
INCREASED
Shares8,292 from 8,291
Change+1 (+0%)
Value$343.5K (+$1.5K)
Filed 2026-10-14
Archer Investment Management, LLC
DECREASED
Shares8,252 from 8,304
Change-52 (-1%)
Value$341.9K (-$660)
Filed 2026-10-13
Helium Advisors LLC
INCREASED
Shares8,229 from 8,193
Change+36 (+0%)
Value$340.9K (+$3.0K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
INCREASED
Shares8,187 from 8,151
Change+36 (+0%)
Value$339.2K (+$3.0K)
Filed 2026-10-07
Goelzer Investment Management, Inc.
DECREASED
Shares8,159 from 11,591
Change-3,432 (-30%)
Value$338.0K (-$140.1K)
Filed 2026-10-16
Smithfield Trust Co
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$335.0K (+$1.0K)
Filed 2026-11-09
Rossby Financial, LCC
INCREASED
Shares8,051 from 6,491
Change+1,560 (+24%)
Value$333.6K (+$65.8K)
Filed 2026-11-05
K2 Financial Inc.
INCREASED
Shares7,830 from 7,792
Change+38 (+0%)
Value$323.2K (-$3.8K)
Filed 2026-10-26
Warwick Investment Management, Inc.
INCREASED
Shares7,830 from 7,800
Change+30 (+0%)
Value$324.4K (+$2.7K)
Filed 2026-10-19
Voisard Asset Management Group, Inc.
UNCHANGED
Shares7,816 from 7,816
Change0 (0%)
Value$323.8K (+$1.4K)
Filed 2026-10-13
Cullen T Bankers, Inc.
UNCHANGED
Shares7,807 from 7,807
Change0 (0%)
Value$323.4K (+$1.4K)
Filed 2026-10-28
Nwam LLC
INCREASED
Shares7,795 from 7,645
Change+150 (+2%)
Value$323.0K (+$7.6K)
Filed 2026-11-09
Omni 360 Wealth, Inc.
INCREASED
Shares7,665 from 6,187
Change+1,478 (+24%)
Value$317.6K (+$62.3K)
Filed 2026-10-13
Thryve Wealth Management LLC
INCREASED
Shares7,626 from 7,612
Change+14 (+0%)
Value$315.9K (+$1.9K)
Filed 2026-10-09
Stone Summit Wealth LLC
UNCHANGED
Shares7,569 from 7,569
Change0 (0%)
Value$313.6K (+$1.4K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares7,552 from 7,265
Change+287 (+4%)
Value$312.9K (+$13.2K)
Filed 2026-10-23
Asset Dedication, LLC
DECREASED
Shares7,536 from 9,752
Change-2,216 (-23%)
Value$312.2K (-$90.1K)
Filed 2026-11-03
Ariadne Wealth Management, LP
INCREASED
Shares7,513 from 7,351
Change+162 (+2%)
Value$311.3K (+$8.0K)
Filed 2026-11-06
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares7,482 from 7,093
Change+389 (+5%)
Value$311.5K (+$15.9K)
Filed 2026-10-21
Jm2 Capital Inc.
INCREASED
Shares7,466 from 7,305
Change+161 (+2%)
Value$309.3K (+$8.0K)
Filed 2026-10-14
HUB Investment Partners, LLC
NEW
Shares7,457
Change+7,457
Value$308.9K
Filed 2026-11-03
Heck Capital Advisors, LLC
DECREASED
Shares7,451 from 7,607
Change-156 (-2%)
Value$308.7K (-$5.1K)
Filed 2026-10-14
Belleair Asset Management, LLC
DECREASED
Shares7,328 from 7,597
Change-269 (-4%)
Value$303.6K (-$9.8K)
Filed 2026-11-03
Fairscale Capital, LLC
INCREASED
Shares7,264 from 6,884
Change+380 (+6%)
Value$300.7K (+$16.7K)
Filed 2026-11-04
Naples Global Advisors, LLC
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$298.3K (+$1.3K)
Filed 2026-11-05
Platt Wealth Management LLC
INCREASED
Shares7,189 from 7,187
Change+2 (+0%)
Value$297.0K (+$1.0K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,178 from 5,656
Change+1,522 (+27%)
Value$297.4K (+$64.1K)
Filed 2026-11-03
Bank of New York Mellon Corp
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$290.0K (+$1.3K)
Filed 2026-11-05
Citrine Capital LLC
NEW
Shares6,923
Change+6,923
Value$286.8K
Filed 2026-10-14
Financial Harvest, LLC
DECREASED
Shares6,851 from 7,911
Change-1,060 (-13%)
Value$283.8K (-$42.5K)
Filed 2026-10-15
Freedom Financial Partners LLC
INCREASED
Shares6,685 from 6,665
Change+20 (+0%)
Value$277.0K (+$2.0K)
Filed 2026-10-19
Midwest Trust Co
NEW
Shares6,658
Change+6,658
Value$275.8K
Filed 2026-10-22
Opus Financial Solutions LLC
DECREASED
Shares6,654 from 7,844
Change-1,190 (-15%)
Value$275.7K (-$47.9K)
Filed 2026-11-06
Highland Financial Advisors, LLC
UNCHANGED
Shares6,654 from 6,654
Change0 (0%)
Value$275.7K (+$1.2K)
Filed 2026-10-19
Optivise Advisory Services LLC
UNCHANGED
Shares6,572 from 6,572
Change0 (0%)
Value$272.3K (+$1.2K)
Filed 2026-10-19
Geneos Wealth Management Inc.
INCREASED
Shares6,541 from 1,900
Change+4,641 (+244%)
Value$271.0K (+$192.6K)
Filed 2026-11-09
Total Clarity Wealth Management, Inc.
INCREASED
Shares6,470 from 6,154
Change+316 (+5%)
Value$268.1K (+$14.2K)
Filed 2026-10-26
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares6,419 from 6,419
Change0 (0%)
Value$266.0K (+$1.0K)
Filed 2026-11-05
James J. Burns & Company, LLC
DECREASED
Shares6,406 from 6,477
Change-71 (-1%)
Value$265.4K (-$1.8K)
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares6,344 from 6,497
Change-153 (-2%)
Value$262.8K (-$5.2K)
Filed 2026-10-07
Balboa Wealth Partners
DECREASED
Shares6,266 from 6,842
Change-576 (-8%)
Value$259.6K (-$22.6K)
Filed 2026-10-20
HBE Wealth Management, LLC
DECREASED
Shares6,185 from 7,885
Change-1,700 (-22%)
Value$256.3K (-$69.0K)
Filed 2026-11-06
Balance Wealth Partners LLC
INCREASED
Shares6,130 from 6,107
Change+23 (+0%)
Value$254.0K (+$2.1K)
Filed 2026-10-27
Cannon Financial Strategists, Inc.
INCREASED
Shares6,093 from 6,066
Change+27 (+0%)
Value$252.4K (+$2.2K)
Filed 2026-10-19
Vawter Financial, Ltd.
UNCHANGED
Shares6,040 from 6,040
Change0 (0%)
Value$250.2K (+$1.1K)
Filed 2026-11-10
Sepio Capital, LP
UNCHANGED
Shares5,976 from 5,976
Change0 (0%)
Value$247.6K (+$1.1K)
Filed 2026-10-22
Stirlingshire Investments, Inc.
DECREASED
Shares5,645 from 5,670
Change-25 (0%)
Value$233.9K ($0)
Filed 2026-11-05
Ascent Group, LLC
UNCHANGED
Shares5,503 from 5,503
Change0 (0%)
Value$228.0K (+$990)
Filed 2026-10-30
Fortress Financial Group, LLC
DECREASED
Shares5,441 from 5,591
Change-150 (-3%)
Value$225.4K (-$5.2K)
Filed 2026-10-21
First Financial Bankshares Inc
NEW
Shares5,425
Change+5,425
Value$224.8K
Filed 2026-11-10
Flywheel Private Wealth LLC
NEW
Shares5,351
Change+5,351
Value$221.7K
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares5,336 from 5,327
Change+9 (+0%)
Value$221.1K (+$1.3K)
Filed 2026-10-28
Allstreet Capital Advisors LLC
DECREASED
Shares5,311 from 5,648
Change-337 (-6%)
Value$220.0K (-$12.9K)
Filed 2026-11-04
Prosperitas Financial LLC
UNCHANGED
Shares5,217 from 5,217
Change0 (0%)
Value$216.1K (+$939)
Filed 2026-10-28
Ritholtz Wealth Management
UNCHANGED
Shares5,208 from 5,208
Change0 (0%)
Value$215.8K (+$950)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares5,207 from 4,894
Change+313 (+6%)
Value$215.7K (+$13.8K)
Filed 2026-11-05
Kondo Wealth Advisors, Inc.
INCREASED
Shares5,158 from 5,149
Change+9 (+0%)
Value$213.7K (+$1.3K)
Filed 2026-10-19
Bay Capital Advisors, LLC
DECREASED
Shares5,118 from 5,754
Change-636 (-11%)
Value$212.0K (-$25.3K)
Filed 2026-10-16
Gerber Kawasaki Wealth & Investment Management
UNCHANGED
Shares5,114 from 5,114
Change0 (0%)
Value$211.9K (+$921)
Filed 2026-10-29
Mason & Associates, LLC
UNCHANGED
Shares5,069 from 5,069
Change0 (0%)
Value$210.0K (+$913)
Filed 2026-10-26
Index Fund Advisors, Inc.
INCREASED
Shares5,064 from 5,050
Change+14 (+0%)
Value$209.8K (+$1.5K)
Filed 2026-11-05
Triton Wealth Management, Pllc
NEW
Shares5,005
Change+5,005
Value$207.4K
Filed 2026-11-04
Evergreen Capital Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$207.2K (+$900)
Filed 2026-10-23
Vilga Financial Planning LLC
UNCHANGED
Shares4,896 from 4,896
Change0 (0%)
Value$202.8K (+$881)
Filed 2026-10-09
SLT Holdings LLC
UNCHANGED
Shares4,881 from 4,881
Change0 (0%)
Value$202.2K (+$879)
Filed 2026-10-15
Cogent Private Wealth, Inc.
UNCHANGED
Shares4,878 from 4,878
Change0 (0%)
Value$202.1K (+$878)
Filed 2026-11-06
Busey Bank
UNCHANGED
Shares4,861 from 4,861
Change0 (0%)
Value$201.4K (+$875)
Filed 2026-10-26
Acropolis Investment Management, LLC
INCREASED
Shares4,634 from 4,619
Change+15 (+0%)
Value$192.0K (+$1.4K)
Filed 2026-10-08
Centennial Bank
UNCHANGED
Shares4,342 from 4,342
Change0 (0%)
Value$179.9K (+$781)
Filed 2026-11-09
Lanark Financial, Inc.
INCREASED
Shares3,991 from 3,895
Change+96 (+2%)
Value$165.3K (+$4.7K)
Filed 2026-10-26
Reyes Financial Architecture, Inc.
UNCHANGED
Shares3,903 from 3,903
Change0 (0%)
Value$161.7K (+$702)
Filed 2026-10-22
Kings Path Partners LLC
UNCHANGED
Shares3,601 from 3,601
Change0 (0%)
Value$149.2K (+$648)
Filed 2026-10-21
Horizon Financial Services, LLC
INCREASED
Shares3,290 from 1,635
Change+1,655 (+101%)
Value$136.3K (+$68.9K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares2,583 from 2,583
Change0 (0%)
Value$107.0K (+$465)
Filed 2026-10-30
Hantz Financial Services, Inc.
INCREASED
Shares2,339 from 2,314
Change+25 (+1%)
Value$97.0K (+$2.0K)
Filed 2026-11-09
Russell Investments Group, Ltd.
DECREASED
Shares2,223 from 2,471
Change-248 (-10%)
Value$92.1K (-$9.8K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares1,925 from 1,924
Change+1 (+0%)
Value$79.7K (+$392)
Filed 2026-10-14
Quent Capital, LLC
INCREASED
Shares1,627 from 268
Change+1,359 (+507%)
Value$66.3K (+$55.3K)
Filed 2026-11-09
Parkside Financial Bank & Trust
INCREASED
Shares1,549 from 1,542
Change+7 (+0%)
Value$64.2K (+$560)
Filed 2026-10-27
Coston, McIsaac & Partners
INCREASED
Shares1,449 from 1,442
Change+7 (+0%)
Value$60.0K (+$1.0K)
Filed 2026-11-06
Highline Wealth Partners LLC
NEW
Shares1,250
Change+1,250
Value$51.8K
Filed 2026-10-19
Phillips Financial Management, LLC
INCREASED
Shares991 from 988
Change+3 (+0%)
Value$41.1K (+$322)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares895 from 780
Change+115 (+15%)
Value$36.8K (+$4.7K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED
Shares859 from 856
Change+3 (+0%)
Value$35.6K (+$310)
Filed 2026-10-19
Vestor Capital, LLC
DECREASED
Shares749 from 41,682
Change-40,933 (-98%)
Value$186 (-$11.1K)
Filed 2026-11-04
Godfrey Financial Associates, Inc.
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$28.2K (+$123)
Filed 2026-11-10
City Holding Co
DECREASED
Shares661 from 1,321
Change-660 (-50%)
Value$27.4K (-$27.1K)
Filed 2026-10-19
UMB Bank, n.a.
DECREASED
Shares640 from 1,590
Change-950 (-60%)
Value$26.5K (-$39.1K)
Filed 2026-11-06
N.E.W. Advisory Services LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$25.3K (+$110)
Filed 2026-11-09
Bessemer Group Inc
INCREASED
Shares603 from 195
Change+408 (+209%)
Value$25.0K (+$17.0K)
Filed 2026-11-09
Triumph Capital Management
DECREASED
Shares521 from 587
Change-66 (-11%)
Value$21.6K (-$2.6K)
Filed 2026-10-14
IAG Wealth Partners, LLC
NEW
Shares486
Change+486
Value$20.1K
Filed 2026-11-06
SJS Investment Consulting Inc.
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$19.3K (+$84)
Filed 2026-10-26
Buck Wealth Strategies, LLC
NEW
Shares460
Change+460
Value$19.1K
Filed 2026-10-28
Global Trust Asset Management, LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$18.7K (+$81)
Filed 2026-10-19
Biltmore Family Office, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$14.1K (+$61)
Filed 2026-11-03
Oakworth Capital, Inc.
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$13.5K (+$111)
Filed 2026-10-26
Montgomery Financial Services LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$9.8K (+$42)
Filed 2026-11-03
Compass Financial Management LLC
NEW
Shares217
Change+217
Value$9.0K
Filed 2026-10-30
Creative Capital Management Investments LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$6.0K (+$26)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$5.5K (+$43)
Filed 2026-11-04
Monetary Solutions, Ltd
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$4.9K (+$21)
Filed 2026-10-22
Signature Equity Partners, LLC
NEW
Shares100
Change+100
Value$4.1K
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$4.0K (+$17)
Filed 2026-10-22
Nemes Rush Group LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$3.8K (+$34)
Filed 2026-11-04
Tidemark, LLC
NEW
Shares53
Change+53
Value$2.2K
Filed 2026-11-09
Creative Financial Designs Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.2K (+$19)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.3K (+$6)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$746 (+$3)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$235 (+$2)
Filed 2026-11-02
Key Capital Management, Inc
NEW
Shares1
Change+1
Value$41
Filed 2026-11-03
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 32,528
Change-32,528 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-22
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 16,659
Change-16,659 (-100%)
Value$0 (-$687.2K)
Filed 2026-11-05
Sigma Planning Corp
CLOSED
Shares0 from 16,499
Change-16,499 (-100%)
Value$0 (-$680.6K)
Filed 2026-10-23
Core Wealth Management, Inc.
CLOSED
Shares0 from 12,275
Change-12,275 (-100%)
Value$0 (-$506.3K)
Filed 2026-10-22
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 11,480
Change-11,480 (-100%)
Value$0 (-$473.6K)
Filed 2026-11-06
KFG Wealth Management, LLC
CLOSED
Shares0 from 7,336
Change-7,336 (-100%)
Value$0 (-$302.6K)
Filed 2026-10-16
Cogent Strategic Wealth LLC
CLOSED
Shares0 from 6,386
Change-6,386 (-100%)
Value$0 (-$263.4K)
Filed 2026-10-22
Titleist Asset Management, LLC
CLOSED
Shares0 from 5,718
Change-5,718 (-100%)
Value$0 (-$235.9K)
Filed 2026-10-08
First Heartland Consultants, Inc.
CLOSED
Shares0 from 5,546
Change-5,546 (-100%)
Value$0 (-$228.8K)
Filed 2026-10-08
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 5,352
Change-5,352 (-100%)
Value$0 (-$220.8K)
Filed 2026-11-06
Baker Ellis Asset Management LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-14
Greenleaf Trust
CLOSED
Shares0 from 4,910
Change-4,910 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-29
Central Trust Co
CLOSED
Shares0 from 3,344
Change-3,344 (-100%)
Value$0 (-$137.9K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 987
Change-987 (-100%)
Value$0 (-$40.7K)
Filed 2026-10-27
Wellington Grp LLC
CLOSED
Shares0 from 841
Change-841 (-100%)
Value$0 (-$32.8K)
Filed 2026-11-06
Turtle Creek Wealth Advisors, LLC
CLOSED
Shares0 from 516
Change-516 (-100%)
Value$0 (-$21.3K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-28
Envestnet Asset Management Inc
N/A
Shares— from 27,763,226
Change-27,763,226 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 14,948,542
Change-14,948,542 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,409,354
Change-10,409,354 (-100%)
Value—
&partners
N/A
Shares— from 9,826,699
Change-9,826,699 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,867,848
Change-7,867,848 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,472,722
Change-6,472,722 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,567,118
Change-4,567,118 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,350,104
Change-4,350,104 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,171,293
Change-4,171,293 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,972,994
Change-2,972,994 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,955,353
Change-2,955,353 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,926,491
Change-2,926,491 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,827,567
Change-2,827,567 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,752,464
Change-2,752,464 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,615,704
Change-2,615,704 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,594,607
Change-2,594,607 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,413,701
Change-2,413,701 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,289,576
Change-2,289,576 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,242,095
Change-2,242,095 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,110,994
Change-2,110,994 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,007,093
Change-2,007,093 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,002,126
Change-2,002,126 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,961,478
Change-1,961,478 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,815,369
Change-1,815,369 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,686,967
Change-1,686,967 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,493,788
Change-1,493,788 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 1,441,680
Change-1,441,680 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,437,130
Change-1,437,130 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,398,059
Change-1,398,059 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,342,622
Change-1,342,622 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,261,396
Change-1,261,396 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 1,067,068
Change-1,067,068 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,033,393
Change-1,033,393 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,023,663
Change-1,023,663 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,017,129
Change-1,017,129 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 1,016,596
Change-1,016,596 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 1,007,698
Change-1,007,698 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 975,380
Change-975,380 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 969,967
Change-969,967 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 919,814
Change-919,814 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 919,539
Change-919,539 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 837,560
Change-837,560 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 836,269
Change-836,269 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 830,927
Change-830,927 (-100%)
Value—
Betterment LLC
N/A
Shares— from 767,154
Change-767,154 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 766,553
Change-766,553 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 747,913
Change-747,913 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 723,928
Change-723,928 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 721,193
Change-721,193 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 702,969
Change-702,969 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 700,099
Change-700,099 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 648,270
Change-648,270 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 632,309
Change-632,309 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 610,714
Change-610,714 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 596,873
Change-596,873 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 580,123
Change-580,123 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 472,494
Change-472,494 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 462,050
Change-462,050 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 459,122
Change-459,122 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 437,588
Change-437,588 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 417,786
Change-417,786 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 410,787
Change-410,787 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 404,847
Change-404,847 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 399,885
Change-399,885 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 385,514
Change-385,514 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 380,607
Change-380,607 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 375,041
Change-375,041 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 368,908
Change-368,908 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 365,591
Change-365,591 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 351,829
Change-351,829 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 342,928
Change-342,928 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 340,796
Change-340,796 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 337,901
Change-337,901 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 337,743
Change-337,743 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 313,991
Change-313,991 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 309,638
Change-309,638 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 307,567
Change-307,567 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 295,064
Change-295,064 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 293,578
Change-293,578 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 285,328
Change-285,328 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 275,400
Change-275,400 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 264,365
Change-264,365 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 258,044
Change-258,044 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 235,881
Change-235,881 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 228,590
Change-228,590 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 225,601
Change-225,601 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 225,575
Change-225,575 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 214,319
Change-214,319 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 204,026
Change-204,026 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 200,565
Change-200,565 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 188,696
Change-188,696 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 183,561
Change-183,561 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 180,153
Change-180,153 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 179,826
Change-179,826 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 178,735
Change-178,735 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 176,279
Change-176,279 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 175,753
Change-175,753 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 171,071
Change-171,071 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 166,932
Change-166,932 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 162,885
Change-162,885 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 151,996
Change-151,996 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 149,955
Change-149,955 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 142,123
Change-142,123 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 136,409
Change-136,409 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 126,843
Change-126,843 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 123,711
Change-123,711 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 121,476
Change-121,476 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 120,122
Change-120,122 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 115,347
Change-115,347 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 115,250
Change-115,250 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 112,869
Change-112,869 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 110,428
Change-110,428 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 110,423
Change-110,423 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 105,105
Change-105,105 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 104,309
Change-104,309 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 104,212
Change-104,212 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 99,030
Change-99,030 (-100%)
Value—
Commerce Bank
N/A
Shares— from 95,986
Change-95,986 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 92,813
Change-92,813 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 90,664
Change-90,664 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 90,093
Change-90,093 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 85,313
Change-85,313 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 85,267
Change-85,267 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 82,918
Change-82,918 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 79,347
Change-79,347 (-100%)
Value—
Invst, LLC
N/A
Shares— from 77,558
Change-77,558 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 75,441
Change-75,441 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 75,432
Change-75,432 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 73,036
Change-73,036 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 71,034
Change-71,034 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 68,416
Change-68,416 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 65,585
Change-65,585 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 65,149
Change-65,149 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 63,958
Change-63,958 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 63,544
Change-63,544 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 62,892
Change-62,892 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 62,029
Change-62,029 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 61,801
Change-61,801 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 58,817
Change-58,817 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 58,482
Change-58,482 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 56,174
Change-56,174 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 55,949
Change-55,949 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 54,945
Change-54,945 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 53,673
Change-53,673 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 53,097
Change-53,097 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 51,306
Change-51,306 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 47,643
Change-47,643 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 44,565
Change-44,565 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 44,394
Change-44,394 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 44,387
Change-44,387 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 42,694
Change-42,694 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 40,549
Change-40,549 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 37,914
Change-37,914 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 36,315
Change-36,315 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 35,425
Change-35,425 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 32,900
Change-32,900 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 32,518
Change-32,518 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 32,113
Change-32,113 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 29,590
Change-29,590 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 29,409
Change-29,409 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 28,625
Change-28,625 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,573
Change-27,573 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 27,547
Change-27,547 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 27,108
Change-27,108 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 26,849
Change-26,849 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 26,238
Change-26,238 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 26,150
Change-26,150 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 25,797
Change-25,797 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 25,223
Change-25,223 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 24,620
Change-24,620 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 24,380
Change-24,380 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 24,098
Change-24,098 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 22,396
Change-22,396 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 22,069
Change-22,069 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 21,287
Change-21,287 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 19,952
Change-19,952 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 19,810
Change-19,810 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 19,802
Change-19,802 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 18,668
Change-18,668 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,926
Change-17,926 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 17,067
Change-17,067 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 16,995
Change-16,995 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 16,642
Change-16,642 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 16,483
Change-16,483 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 16,270
Change-16,270 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 16,089
Change-16,089 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 16,042
Change-16,042 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 15,921
Change-15,921 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 15,672
Change-15,672 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 15,468
Change-15,468 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 13,631
Change-13,631 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 13,108
Change-13,108 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 13,005
Change-13,005 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 12,860
Change-12,860 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 12,841
Change-12,841 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,522
Change-12,522 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,185
Change-12,185 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 11,689
Change-11,689 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 11,663
Change-11,663 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 11,632
Change-11,632 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,627
Change-11,627 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 11,523
Change-11,523 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,278
Change-10,278 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 9,654
Change-9,654 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,196
Change-9,196 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,037
Change-9,037 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 8,684
Change-8,684 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 8,611
Change-8,611 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,436
Change-8,436 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 8,221
Change-8,221 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 7,627
Change-7,627 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 7,426
Change-7,426 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 7,385
Change-7,385 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 7,363
Change-7,363 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 7,262
Change-7,262 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 7,191
Change-7,191 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,159
Change-7,159 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 7,090
Change-7,090 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 6,795
Change-6,795 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,715
Change-6,715 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 6,594
Change-6,594 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 6,479
Change-6,479 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 6,238
Change-6,238 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,851
Change-5,851 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 5,578
Change-5,578 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 5,287
Change-5,287 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 5,042
Change-5,042 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 730
Change-730 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 695
Change-695 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 598
Change-598 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 520
Change-520 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 306
Change-306 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 130
Change-130 (-100%)
Value—
Status
First Command Advisory Services, Inc.
INCREASED15,816,67515,272,021+544,654+4%$630.0M$655.3M+$25.3M2026-11-05
LPL Financial LLC
INCREASED7,482,2114,754,034+2,728,177+57%$196.1M$310.0M+$113.9M2026-11-06
SYM Financial Corp
INCREASED6,774,8556,729,230+45,625+1%$277.6M$280.7M+$3.1M2026-10-26
Coldstream Capital Management Inc
INCREASED5,790,9385,636,392+154,546+3%$232.5M$239.9M+$7.4M2026-11-09
Vise Technologies, Inc.
INCREASED5,002,7624,495,210+507,552+11%$185.4M$207.3M+$21.8M2026-10-29
Root Financial Partners, LLC
INCREASED4,896,4054,528,406+367,999+8%$186.8M$202.9M+$16.1M2026-10-21
Annex Advisory Services, LLC
INCREASED4,587,2864,128,690+458,596+11%$170.3M$190.1M+$19.7M2026-10-16
Moisand Fitzgerald Tamayo, LLC
INCREASED3,772,4613,693,307+79,154+2%$152.3M$156.3M+$3.9M2026-10-15
McKinley Carter Wealth Services, Inc.
INCREASED3,754,6853,637,438+117,247+3%$150.0M$155.6M+$5.5M2026-10-16
HighTower Advisors, LLC
INCREASED3,641,8833,441,572+200,311+6%$142.0M$150.9M+$8.9M2026-11-10
LVZ, Inc.
INCREASED2,938,9062,918,971+19,935+1%$120.4M$121.8M+$1.4M2026-10-20
Clearstead Advisors, LLC
INCREASED2,895,0652,844,690+50,375+2%$117.3M$119.9M+$2.6M2026-11-06
Apollon Wealth Management, LLC
INCREASED2,858,4712,401,287+457,184+19%$99.1M$118.4M+$19.4M2026-10-23
Maseco LLP
INCREASED2,585,7032,378,111+207,592+9%$98.1M$107.2M+$9.0M2026-10-27
Commonwealth Equity Services, LLC
DECREASED2,551,7452,631,810-80,065-3%$108.6M$105.7M-$2.8M2026-11-02
Klaas Financial Asset Advisors, LLC
INCREASED2,467,8472,440,834+27,013+1%$100.7M$102.2M+$1.6M2026-10-19
Marquette Asset Management, LLC
INCREASED2,261,4362,244,990+16,446+1%$92.6M$93.7M+$1.1M2026-10-09
Savant Capital, LLC
INCREASED2,116,8171,803,215+313,602+17%$74.9M$87.7M+$12.8M2026-11-06
RAM Investment Partners, LLC
INCREASED1,946,8251,934,044+12,781+1%$79.8M$80.7M+$877.7K2026-10-21
Berman McAleer LLC
DECREASED1,814,3671,823,537-9,1700%$75.2M$75.2M-$51.7K2026-10-16
Financial Management Professionals, Inc.
INCREASED1,746,7341,734,115+12,619+1%$71.5M$72.4M+$835.3K2026-10-23
Brighton Jones LLC
INCREASED1,735,7061,660,158+75,548+5%$68.5M$71.9M+$3.4M2026-11-03
Bedel Financial Consulting, Inc.
INCREASED1,628,8771,582,438+46,439+3%$65.3M$67.5M+$2.2M2026-11-06
Pioneer Wealth Management Group
INCREASED1,578,0831,517,600+60,483+4%$62.6M$65.4M+$2.8M2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED1,522,3921,463,610+58,782+4%$60.4M$63.1M+$2.7M2026-11-02
SAX Wealth Advisors, LLC
INCREASED1,444,7141,229,643+215,071+17%$47.9M$59.9M+$11.9M2026-10-13
Willow Creek Wealth Management Inc.
INCREASED1,431,6001,415,512+16,088+1%$58.4M$59.3M+$921.3K2026-10-26
Kestra Investment Management, LLC
INCREASED1,423,6561,246,705+176,951+14%$51.4M$59.0M+$7.6M2026-11-04
Everhart Financial Group, Inc.
INCREASED1,404,4971,206,275+198,222+16%$49.8M$58.2M+$8.4M2026-10-08
HighPoint Advisor Group LLC
INCREASED1,388,0151,072,064+315,951+29%$44.2M$57.5M+$13.3M2026-11-09
RVW Wealth, LLC
DECREASED1,383,0381,527,623-144,585-9%$63.0M$57.3M-$5.7M2026-10-06
Aquire Wealth Advisors, LLC
INCREASED1,366,1361,314,008+52,128+4%$54.2M$56.6M+$2.4M2026-10-23
Great Point Wealth Advisors, LLC
INCREASED1,308,9861,274,802+34,184+3%$52.6M$54.2M+$1.6M2026-10-15
Spinnaker Investment Group, LLC
DECREASED1,254,2261,261,262-7,036-1%$52.0M$52.0M-$64.7K2026-10-13
Mather Group, Llc.
INCREASED1,227,3921,221,090+6,302+1%$50.4M$50.9M+$480.9K2026-10-14
Prudent Man Investment Management, Inc.
INCREASED1,209,2961,040,170+169,126+16%$39.6M$50.1M+$10.5M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED1,198,4231,161,885+36,538+3%$48.3M$49.2M+$908.1K2026-10-13
Apella Capital, LLC
INCREASED1,190,5381,121,313+69,225+6%$46.6M$49.0M+$2.4M2026-10-08
Harbour Investments, Inc.
DECREASED1,185,7441,275,139-89,395-7%$52.6M$49.1M-$3.5M2026-11-09
Arista Wealth Management, LLC
INCREASED1,088,6031,077,141+11,462+1%$44.4M$45.1M+$668.7K2026-10-29
JFS Wealth Advisors, LLC
DECREASED1,064,5431,067,709-3,1660%$44.0M$44.1M+$61.0K2026-11-03
Crusonia Wealth Advisors LLC
INCREASED1,043,027950,528+92,499+10%$39.2M$43.2M+$4.0M2026-10-26
Earned Wealth Advisors, LLC
INCREASED978,464969,277+9,187+1%$40.0M$40.5M+$555.1K2026-11-06
SC&H Financial Advisors, Inc.
INCREASED958,273952,732+5,541+1%$39.3M$39.7M+$401.0K2026-10-14
Perigon Wealth Management, LLC
DECREASED956,5371,002,180-45,643-5%$41.3M$39.6M-$1.7M2026-10-22
Curated Wealth Partners LLC
INCREASED930,221735,149+195,072+27%$30.3M$38.5M+$8.2M2026-10-15
Kestra Advisory Services, LLC
INCREASED914,970645,345+269,625+42%$26.6M$37.9M+$11.3M2026-11-02
Monument Group Wealth Advisors, LLC
INCREASED892,361860,976+31,385+4%$35.5M$37.0M+$1.5M2026-10-21
D.A. Davidson & Co.
INCREASED891,845627,900+263,945+42%$25.9M$36.9M+$11.0M2026-10-28
Consilium Wealth Advisory, LLC
DECREASED887,115894,894-7,779-1%$36.9M$36.8M-$161.2K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED846,898772,680+74,218+10%$31.9M$35.1M+$3.2M2026-10-20
Mission Wealth Management, LP
DECREASED833,5621,007,007-173,445-17%$41.5M$34.5M-$7.0M2026-10-15
Trinity Financial Advisors LLC
DECREASED822,587823,726-1,1390%$34.0M$34.1M+$101.1K2026-10-09
Fonville Wealth Management LLC
INCREASED798,090722,448+75,642+10%$29.8M$33.1M+$3.3M2026-10-28
Plancorp, LLC
INCREASED788,838768,347+20,491+3%$31.7M$32.7M+$963.4K2026-11-03
Fiduciary Financial Group, LLC
INCREASED784,553755,888+28,665+4%$31.2M$32.5M+$1.3M2026-10-13
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED781,735779,443+2,292+0%$32.2M$32.4M+$235.2K2026-11-03
Amicus Financial Advisors, LLC
DECREASED780,465784,617-4,152-1%$32.4M$32.3M-$30.8K2026-11-03
Kure Advisory, LLC
INCREASED779,406767,412+11,994+2%$31.7M$32.3M+$635.0K2026-10-08
Allworth Financial LP
INCREASED765,821693,095+72,726+10%$28.6M$31.6M+$3.0M2026-11-06
Joseph Group Capital Management
DECREASED758,806785,542-26,736-3%$32.4M$31.4M-$966.3K2026-11-04
Parkshore Wealth Management, Inc.
INCREASED702,055558,989+143,066+26%$23.1M$29.1M+$6.0M2026-10-13
Chicago Partners Investment Group LLC
INCREASED694,984665,070+29,914+5%$27.4M$28.6M+$1.3M2026-10-27
Creative Planning
INCREASED692,205686,795+5,410+1%$28.3M$28.7M+$347.8K2026-11-02
DecisionPoint Financial, LLC
INCREASED684,212680,856+3,356+0%$28.0M$28.1M+$117.4K2026-10-27
Highland Investment Advisors LLC
INCREASED669,044634,474+34,570+5%$26.2M$27.7M+$1.5M2026-11-09
Heritage Wealth Management, Inc. s
INCREASED632,861621,176+11,685+2%$25.6M$26.2M+$592.9K2026-11-06
TCP Asset Management, LLC
INCREASED632,849606,362+26,487+4%$25.0M$26.3M+$1.3M2026-10-14
Allodium Investment Consultants, LLC
INCREASED632,342595,340+37,002+6%$24.6M$26.2M+$1.6M2026-10-14
SBK Financial, Inc.
INCREASED630,457457,340+173,117+38%$18.9M$26.1M+$7.3M2026-11-02
Private Wealth Management Group, LLC
INCREASED629,018462,505+166,513+36%$19.1M$26.1M+$7.0M2026-10-19
Evanson Financial, LLC
DECREASED627,619664,575-36,956-6%$27.4M$26.0M-$1.4M2026-10-23
Stonehearth Capital Management, LLC
INCREASED615,770612,525+3,245+1%$25.3M$25.5M+$244.7K2026-10-13
Austin Wealth Management, LLC
INCREASED601,696591,035+10,661+2%$24.4M$24.7M+$272.4K2026-11-06
Allegiance Financial Group Advisory Services LLC
INCREASED593,253576,374+16,879+3%$23.8M$24.6M+$803.1K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED588,673367,111+221,562+60%$15.1M$24.4M+$9.2M2026-10-16
BWM Planning, LLC
DECREASED566,503568,312-1,8090%$23.4M$23.5M+$27.3K2026-11-09
Next Level Wealth Planning, LLC
INCREASED565,983554,859+11,124+2%$22.9M$23.4M+$560.7K2026-10-29
AWM Capital, LLC
DECREASED535,980546,212-10,232-2%$22.5M$22.2M-$325.6K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED535,371513,267+22,104+4%$21.2M$22.2M+$1.0M2026-11-02
Valued Wealth Advisors LLC
DECREASED519,842813,233-293,391-36%$33.5M$21.5M-$12.0M2026-11-05
Dynamic Advisor Solutions LLC
INCREASED519,482513,424+6,058+1%$21.2M$21.5M+$343.4K2026-10-13
Builder Investment Group Inc
INCREASED515,385506,835+8,550+2%$20.9M$21.4M+$445.5K2026-10-22
Legacy Financial Group, Inc.
DECREASED514,422542,946-28,524-5%$22.4M$21.3M-$1.1M2026-10-21
Evermay Wealth Management LLC
INCREASED501,548462,789+38,759+8%$19.1M$20.8M+$1.7M2026-11-05
CPA Asset Management Group, LLC
INCREASED494,297477,119+17,178+4%$19.7M$20.5M+$797.6K2026-10-26
Truist Financial Corp
DECREASED491,073552,675-61,602-11%$22.8M$20.3M-$2.5M2026-10-30
Jacobi Capital Management LLC
INCREASED474,676444,995+29,681+7%$18.4M$19.7M+$1.3M2026-11-05
Owl Creek Wealth Partners LLC
INCREASED474,129459,493+14,636+3%$19.0M$19.6M+$689.1K2026-10-20
Essential Planning, Llc.
DECREASED473,165485,639-12,474-3%$20.0M$19.6M-$429.3K2026-10-21
Veracity Capital LLC
INCREASED468,636445,022+23,614+5%$18.4M$19.4M+$1.1M2026-10-08
Diversify Advisory Services, LLC
DECREASED467,462478,293-10,831-2%$19.9M$19.4M-$478.3K2026-10-20
Diversify Wealth Management, LLC
DECREASED467,462478,293-10,831-2%$19.9M$19.4M-$478.3K2026-10-20
My Personal CFO, LLC
INCREASED459,185386,579+72,606+19%$15.9M$19.0M+$3.1M2026-10-14
Advantage Trust Co
INCREASED451,984442,318+9,666+2%$18.2M$18.7M+$480.1K2026-10-19
CWS Financial Advisors, LLC
INCREASED435,632357,002+78,630+22%$14.7M$18.0M+$3.3M2026-10-16
American Capital Advisory, LLC
INCREASED426,969355,694+71,275+20%$14.7M$17.7M+$3.0M2026-10-28
Colorado Capital Management, Inc.
INCREASED426,875423,682+3,193+1%$17.5K$17.7M+$17.7M2026-10-15
SouthState Bank Corp
INCREASED426,487413,724+12,763+3%$17.1M$17.7M+$603.2K2026-11-09
DeLarme Wealth Management, Inc.
INCREASED423,900410,223+13,677+3%$16.9M$17.6M+$640.5K2026-10-30
Valley National Advisers Inc
INCREASED420,535396,464+24,071+6%$16.4M$17.4M+$1.1M2026-10-23
Morling Financial Advisors, LLC
INCREASED419,862375,773+44,089+12%$15.5M$17.4M+$1.9M2026-10-28
Quantum Financial Advisors, LLC
INCREASED414,327412,249+2,078+1%$17.0M$17.2M+$160.3K2026-11-03
Oak Wealth Advisors LLC
INCREASED411,090411,081+90%$17.0M$17.0M+$74.4K2026-11-09
AlphaStar Capital Management, LLC
INCREASED403,936386,808+17,128+4%$16.0M$16.7M+$779.2K2026-10-16
Monograph Wealth Advisors, LLC
INCREASED397,445374,090+23,355+6%$15.4M$16.5M+$1.0M2026-11-09
DWR Wealth Management, LLC
INCREASED397,443357,606+39,837+11%$14.7M$16.6M+$1.8M2026-10-13
tru Independence LLC
INCREASED397,000387,793+9,207+2%$16.0M$16.4M+$451.3K2026-10-20
Midwest Heritage Bank, FSB
DECREASED396,149404,616-8,467-2%$16.7M$16.4M-$277.9K2026-10-26
Charter Capital Management, Llc\de
INCREASED394,327388,869+5,458+1%$16.0M$16.3M+$296.1K2026-10-28
Well Done, LLC
DECREASED392,384400,918-8,534-2%$16.5M$16.3M-$281.4K2026-10-20
Diversified Portfolios, Inc.
DECREASED388,608390,913-2,305-1%$16.1M$16.1M-$25.1K2026-11-04
Florida Trust Wealth Management Co
INCREASED384,035314,708+69,327+22%$13.0M$15.9M+$2.9M2026-11-05
Bannerman Wealth Management Group, LLC
INCREASED383,247369,700+13,547+4%$15.3M$15.9M+$627.8K2026-10-09
D.B. Root & Company, LLC
INCREASED377,526368,524+9,002+2%$15.2M$15.6M+$439.3K2026-11-04
Vermillion & White Wealth Management Group, LLC
DECREASED377,282379,208-1,926-1%$15.7M$15.6M-$65.0K2026-11-10
Archvest Wealth Advisors, Inc.
INCREASED376,025362,454+13,571+4%$15.0M$15.6M+$627.5K2026-10-29
Merit Financial Group, LLC
INCREASED368,02874,641+293,387+393%$3.1M$15.2M+$12.2M2026-11-06
Fermata Advisors, LLC
INCREASED367,211334,737+32,474+10%$13.8M$15.2M+$1.4M2026-10-13
Mendota Financial Group, LLC
DECREASED365,999374,198-8,199-2%$15.4M$15.2M-$272.3K2026-10-07
Thrivent Financial for Lutherans
NEW362,790—+362,790——$15.0M—2026-11-05
Pinnacle Associates LTD
UNCHANGED357,831357,83100%$14.8M$14.8M+$64.4K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED357,531357,53100%$14.7M$14.8M+$64.4K2026-10-23
Indivisible Partners
INCREASED347,152225,079+122,073+54%$9.3M$14.4M+$5.1M2026-10-26
Modera Wealth Management, LLC
DECREASED347,028352,811-5,783-2%$14.6M$14.4M-$176.1K2026-10-28
Spectrum Advisors, Inc.
INCREASED341,718316,830+24,888+8%$13.1M$14.2M+$1.1M2026-11-03
Thayer Financial, L.L.C.
INCREASED340,827323,246+17,581+5%$13.3M$14.0M+$660.5K2026-10-21
Jacobsen Capital Management
INCREASED336,608313,383+23,225+7%$12.9M$13.9M+$1.0M2026-10-27
Security Financial Services, Inc.
INCREASED330,146221,148+108,998+49%$9.1M$13.7M+$4.6M2026-10-29
Axxcess Wealth Management, LLC
INCREASED329,172327,969+1,203+0%$13.5M$13.6M+$108.9K2026-10-21
Guardian Wealth Management, LLC
DECREASED328,724334,641-5,917-2%$13.8M$13.6M-$184.9K2026-10-14
Forza Wealth Management, LLC
INCREASED325,374314,766+10,608+3%$13.0M$13.5M+$496.1K2026-10-20
Entrewealth, LLC
INCREASED322,072308,216+13,856+5%$13.2M$13.3M+$142.5K2026-10-14
Tortoise Investment Management, LLC
INCREASED319,792310,076+9,716+3%$12.8M$13.2M+$458.3K2026-11-06
Pandowealth. LLC
NEW319,398—+319,398——$13.0M—2026-11-09
Coyle Financial Counsel LLC
INCREASED310,357284,051+26,306+9%$11.7M$12.9M+$1.1M2026-10-28
Prudent Investor Advisors, LLC
NEW308,947—+308,947——$12.8M—2026-10-22
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED303,800303,80000%$12.5M$12.6M+$54.7K2026-11-02
GEM Asset Management, LLC
DECREASED301,058307,018-5,960-2%$12.7M$12.5M-$191.7K2026-10-13
Hutchinson Capital Management
INCREASED300,264282,045+18,219+6%$11.6M$12.4M+$805.6K2026-11-09
Bay Harbor Wealth Management, LLC
INCREASED299,430271,071+28,359+10%$11.2M$12.4M+$1.2M2026-11-03
Northwest Wealth Management, LLC
INCREASED290,981287,923+3,058+1%$11.9M$12.1M+$178.5K2026-10-30
Fort Henry Capital, LLC
INCREASED287,960287,287+673+0%$11.9M$11.9M+$79.6K2026-10-22
CFS Investment Advisory Services, LLC
INCREASED286,432280,164+6,268+2%$11.6M$11.9M+$274.9K2026-10-19
Ledgewood Wealth Advisors, LLC
DECREASED286,133289,149-3,016-1%$11.9M$11.9M-$72.9K2026-10-09
Apollon Financial, LLC
INCREASED285,290244,560+40,730+17%$10.1M$11.8M+$1.7M2026-10-23
Premier Path Wealth Partners, LLC
INCREASED281,078204,859+76,219+37%$8.5M$11.6M+$3.2M2026-10-16
Great Diamond Partners, LLC
INCREASED279,518272,400+7,118+3%$11.2M$11.6M+$343.9K2026-10-13
Two West Capital Advisors LLC
DECREASED274,535275,631-1,0960%$11.3M$11.4M+$122.5K2026-10-15
B&D White Capital Company, LLC
UNCHANGED273,656273,65600%$11.3M$11.3M+$49.3K2026-11-02
Shira Ridge Wealth Management
INCREASED269,654262,117+7,537+3%$10.8M$11.2M+$359.4K2026-10-09
Sima Wealth Partners, LLC
DECREASED263,891264,669-7780%$10.9M$10.9M+$15.4K2026-10-19
Live Oak Private Wealth LLC
INCREASED261,530208,210+53,320+26%$8.6M$10.8M+$2.2M2026-11-02
Aspen Wealth Management LLC
DECREASED258,255260,807-2,552-1%$10.8M$10.7M-$58.8K2026-10-14
Andrews, Lucia Wealth Management LLC
INCREASED256,277240,360+15,917+7%$9.9M$10.6M+$702.7K2026-11-02
Farther Finance Advisors, LLC
INCREASED253,552213,747+39,805+19%$8.8M$10.5M+$1.7M2026-10-08
Colony Family Offices, LLC
INCREASED245,673229,808+15,865+7%$9.5M$10.2M+$698.6K2026-10-22
Lionshead Wealth Management, LLC
INCREASED242,107238,031+4,076+2%$9.8M$10.0M+$211.8K2026-10-21
Werba Rubin Papier Wealth Management
INCREASED238,188237,423+765+0%$9.8M$9.9M+$74.4K2026-11-06
SpringVest Wealth Management LLC
INCREASED237,660223,646+14,014+6%$9.2M$9.8M+$620.9K2026-10-27
Integrity Investment Advisors, LLC
INCREASED237,297181,854+55,443+30%$7.5M$9.8M+$2.3M2026-11-03
Larson Financial Group LLC
DECREASED236,973247,275-10,302-4%$10.2M$9.8M-$382.3K2026-11-05
Sutton Place Investors LLC
DECREASED234,786235,084-2980%$9.7M$9.7M+$30.0K2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED231,767231,158+609+0%$9.5M$9.6M+$66.8K2026-10-26
TCI Wealth Advisors, Inc.
INCREASED227,173196,365+30,808+16%$8.1M$9.4M+$1.3M2026-10-30
Prodigy Asset Management LLC
INCREASED226,769221,412+5,357+2%$9.1M$9.4M+$261.8K2026-10-28
180 Wealth Advisors, LLC
INCREASED224,815217,332+7,483+3%$9.0M$9.3M+$349.1K2026-11-03
Maryland State Retirement & Pension System
NEW221,556—+221,556——$9.2M—2026-11-05
Tillman Hartley LLC
INCREASED220,486211,688+8,798+4%$8.7M$9.1M+$402.6K2026-11-06
Bank of Montreal
DECREASED220,249221,242-9930%$9.1M$9.1M-$1.3K2026-11-09
HB Wealth Management, LLC
DECREASED219,318226,016-6,698-3%$9.3M$9.1M-$236.8K2026-10-23
Maryland Capital Advisors Inc.
INCREASED215,013213,977+1,036+0%$8.8M$8.9M+$81.4K2026-10-15
Baker Boyer National Bank
INCREASED205,459196,591+8,868+5%$8.1M$8.5M+$402.8K2026-11-05
United Advisor Group, LLC
INCREASED202,951195,544+7,407+4%$8.1M$8.4M+$342.1K2026-11-03
Clarity Capital Advisors, LLC
INCREASED202,439201,551+888+0%$8.3M$8.4M+$73.1K2026-10-27
Mustard Seed Financial, LLC
INCREASED201,416189,441+11,975+6%$7.8M$8.3M+$530.2K2026-10-30
Warburton Capital Management, LLC
INCREASED192,810101,006+91,804+91%$4.2M$8.0M+$3.8M2026-11-06
Gross & Hartman Investments LLC
NEW190,671—+190,671——$7.9M—2026-11-10
MGO One Seven LLC
DECREASED187,739189,384-1,645-1%$7.8M$7.8M-$34.1K2026-10-28
Lynx Investment Advisory
INCREASED187,365170,009+17,356+10%$7.0M$7.8M+$749.7K2026-10-27
Cascade Wealth Advisors, Inc
INCREASED184,344123,050+61,294+50%$5.3M$7.5M+$2.2M2026-11-09
Entrust Financial LLC
DECREASED180,610207,750-27,140-13%$8.6M$7.5M-$1.1M2026-11-04
J. R. Prunier Capital Management LLC
INCREASED179,932175,297+4,635+3%$7.2M$7.5M+$223.6K2026-11-09
Larry Mathis Financial Planning, LLC
INCREASED179,41687,274+92,142+106%$3.6M$7.4M+$3.8M2026-10-26
Safe Harbor Family Capital, LLC
NEW178,855—+178,855——$7.4M—2026-11-09
AlTi Global, Inc.
UNCHANGED178,250178,25000%$7.4M$7.4M+$32.1K2026-11-09
Avior Wealth Management, LLC
DECREASED177,585182,852-5,267-3%$7.5M$7.4M-$185.3K2026-10-13
Hurlow Wealth Management Group, Inc.
DECREASED176,347176,854-5070%$7.3M$7.3M+$10.8K2026-10-29
FinDec Wealth Services, Inc.
INCREASED173,921173,603+318+0%$7.2M$7.2M+$44.4K2026-10-30
Strategic Wealth Advisors LLC
INCREASED172,708165,561+7,147+4%$6.3K$7.2M+$7.1M2026-11-06
First Financial Group Corp
INCREASED170,849166,692+4,157+2%$6.9M$7.1M+$202.2K2026-10-22
Baring Financial LLC
INCREASED169,779167,642+2,137+1%$6.9M$7.0M+$118.7K2026-10-07
First Premier Bank
INCREASED167,965115,235+52,730+46%$4.8K$7.0M+$7.0M2026-10-13
1900 Wealth Management LLC
DECREASED166,296167,515-1,219-1%$6.9M$6.9M-$20.4K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED165,615156,706+8,909+6%$6.5M$6.9M+$397.3K2026-10-14
Newman Dignan & Sheerar, Inc.
INCREASED165,095149,876+15,219+10%$6.2M$6.8M+$657.5K2026-10-21
North Capital, Inc.
DECREASED162,556173,349-10,793-6%$7.2M$6.7M-$407.9K2026-10-16
Drive Wealth Management, LLC
NEW161,097—+161,097——$6.7M—2026-11-09
Elser Financial Planning, Inc
DECREASED160,829162,277-1,448-1%$6.7M$6.7M-$30.8K2026-10-16
3 Factor Indexing, LLC
INCREASED160,796142,494+18,302+13%$5.9M$6.7M+$783.9K2026-10-15
Forteris Wealth Management Inc.
INCREASED159,069158,894+175+0%$6.6M$6.6M+$35.9K2026-10-13
Johnson Wealth Management, LLC
INCREASED158,109157,683+426+0%$6.5M$6.6M+$46.0K2026-11-09
SeedSafe Financial LLC
DECREASED157,096158,679-1,583-1%$6.5M$6.5M-$36.7K2026-11-02
City State Bank
INCREASED155,729144,938+10,791+7%$6.0M$6.5M+$473.2K2026-10-20
Market Street Wealth Management Advisors LLC
INCREASED155,530154,268+1,262+1%$6.4M$6.4M+$80.0K2026-10-09
Quad-Cities Investment Group, LLC
INCREASED152,242151,283+959+1%$6.2M$6.3M+$67.0K2026-10-16
Oceanside Advisors LLC
INCREASED148,267144,233+4,034+3%$5.9M$6.1M+$193.1K2026-11-03
Breakwater Capital Group
INCREASED146,411136,478+9,933+7%$5.6M$6.1M+$436.1K2026-10-09
AdvisorNet Financial, Inc
INCREASED142,905141,428+1,477+1%$5.8M$5.9M+$52.4K2026-10-15
Cowa, LLC
DECREASED142,096145,476-3,380-2%$6.0M$5.9M-$113.8K2026-10-30
Dodds Wealth, LLC
DECREASED138,131140,970-2,839-2%$5.8M$5.7M-$92.2K2026-11-02
Alkeme Wealth, LLC
UNCHANGED135,404135,40400%$5.6M$5.6M+$24.4K2026-10-08
Optima Capital LLC
DECREASED133,261133,650-3890%$5.5M$5.5M+$8.0K2026-10-29
PFG Advisors
INCREASED130,148128,886+1,262+1%$5.3M$5.4M+$75.5K2026-10-16
Weinberger Asset Management, Inc
INCREASED129,135125,152+3,983+3%$5.3M$5.4M+$81.1K2026-10-28
First Security Investment Management, Inc.
NEW127,753—+127,753——$5.3M—2026-11-05
Mach-1 Financial Group, LLC
INCREASED125,381113,134+12,247+11%$4.7M$5.2M+$527.7K2026-11-06
Sollinda Capital Management LLC
INCREASED124,609121,942+2,667+2%$5.0M$5.2M+$132.4K2026-11-09
Valeo Financial Advisors, LLC
INCREASED124,04391,284+32,759+36%$3.8M$5.1M+$1.4M2026-10-08
RFG Advisory, LLC
DECREASED123,950176,053-52,103-30%$7.3M$5.1M-$2.1M2026-11-03
Dhjj Financial Advisors, Ltd.
INCREASED121,478116,080+5,398+5%$4.8M$5.0M+$244.6K2026-10-23
First National Bank Sioux Falls
INCREASED121,026111,562+9,464+8%$4.6M$5.0M+$413.3K2026-10-13
Redwood Park Advisors LLC
DECREASED118,180118,524-3440%$4.9M$4.9M+$7.1K2026-11-02
XY Planning Network, Inc.
INCREASED117,936109,068+8,868+8%$4.5M$4.9M+$387.0K2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED113,442112,439+1,003+1%$4.6M$4.7M+$61.8K2026-10-29
Syverson Strege & Co
DECREASED112,315129,124-16,809-13%$5.3M$4.7M-$673.2K2026-11-02
Capstone Wealth Management, LLC
INCREASED112,271105,407+6,864+7%$4.3M$4.7M+$303.3K2026-11-02
DBK Financial Counsel, LLC
DECREASED111,486111,595-1090%$4.6M$4.6M+$15.6K2026-10-13
CLG LLC
INCREASED110,940108,835+2,105+2%$4.5M$4.6M+$106.8K2026-10-13
Woodward Financial Advisors, Inc.
DECREASED110,345113,429-3,084-3%$4.7M$4.6M-$107.4K2026-10-19
Park Avenue Securities LLC
INCREASED107,39695,952+11,444+12%$4.0M$4.4M+$491.0K2026-10-26
Saxony Capital Management, LLC
DECREASED106,239112,217-5,978-5%$4.6M$4.4M-$227.5K2026-10-15
Firethorn Wealth Partners, LLC
INCREASED105,255100,839+4,416+4%$4.2M$4.4M+$201.1K2026-10-14
SMI Advisory Services, LLC
INCREASED104,39599,064+5,331+5%$4.2M$4.3M+$159.0K2026-10-13
Signature Resources Capital Management, LLC
INCREASED103,395102,177+1,218+1%$4.2M$4.3M+$68.9K2026-10-16
Waterfront Wealth Inc.
DECREASED102,210103,763-1,553-1%$4.3M$4.3M-$55.3K2026-11-03
Meridian Wealth Management, LLC
INCREASED101,26160,350+40,911+68%$2.5M$4.2M+$1.7M2026-11-05
Benson Investment Management Company, Inc.
UNCHANGED96,47096,47000%$4.0M$4.0M+$17.4K2026-10-13
Compass Financial Group, Inc
INCREASED95,62986,688+8,941+10%$3.6M$4.0M+$386.0K2026-10-13
Timonier Family Office, Ltd.
DECREASED94,05894,362-3040%$3.9M$3.9M+$4.4K2026-11-03
Approach Retirement Advisors, LLC
INCREASED93,60093,290+310+0%$3.8M$3.9M+$29.6K2026-10-22
Semitam Bonam LLC
INCREASED93,32680,257+13,069+16%$3.3M$3.9M+$555.9K2026-10-27
Tenet Wealth Partners, LLC
INCREASED93,10793,061+46+0%$3.9M$3.9M-$11.1K2026-10-19
Versant Capital Management, Inc
DECREASED92,86099,922-7,062-7%$4.1M$3.8M-$274.6K2026-10-02
Walleye Partners, LLC
DECREASED91,63792,967-1,330-1%$3.8M$3.8M-$38.3K2026-10-13
Wavvest Wealth LLC
NEW89,679—+89,679——$3.7M—2026-10-21
Cardiff Park Advisors, LLC
INCREASED89,12088,999+121+0%$3.7M$3.7M+$21.0K2026-11-09
Financial Symmetry Inc
DECREASED87,90688,094-1880%$3.6M$3.6M+$8.1K2026-10-06
Kestra Private Wealth Services, LLC
INCREASED87,05660,169+26,887+45%$2.5M$3.6M+$1.1M2026-11-06
Robinson Smith Wealth Advisors LLC
DECREASED86,95687,042-860%$3.6M$3.6M+$12.1K2026-10-22
Poinciana Advisors Group, LLC
INCREASED86,62369,909+16,714+24%$3.1M$3.9M+$772.3K2026-11-06
IFP Advisors, Inc
INCREASED86,28182,707+3,574+4%$3.4M$3.6M+$163.0K2026-10-16
RED Lighthouse Investment Management, LLC
DECREASED85,13886,092-954-1%$3.6M$3.5M-$24.0K2026-11-02
Greenspring Advisors, LLC
INCREASED84,46373,623+10,840+15%$3.0M$3.5M+$462.3K2026-11-05
Ares Financial Consulting, LLC
DECREASED83,840100,765-16,925-17%$4.2M$3.5M-$683.1K2026-10-19
Everest Financial Group LLC
INCREASED83,68583,572+113+0%$3.4M$3.5M+$19.7K2026-11-06
Accurate Wealth Management, LLC
INCREASED83,35765,749+17,608+27%$2.7M$3.5M+$723.8K2026-10-20
Olistico Wealth, LLC
INCREASED82,86779,403+3,464+4%$3.3M$3.4M+$157.8K2026-10-05
Altiora Financial Group, LLC
DECREASED81,502105,182-23,680-23%$4.3M$3.4M-$962.1K2026-11-04
Lauterbach Financial Advisors, LLC
INCREASED78,80773,505+5,302+7%$3.0M$3.3M+$232.9K2026-10-21
Level Four Advisory Services, LLC
INCREASED78,22568,848+9,377+14%$2.8M$3.2M+$400.9K2026-11-06
Vermillion Wealth Management, Inc.
DECREASED77,654353,529-275,875-78%$14.6M$3.2M-$11.4M2026-10-26
SwitchPoint Financial Planning, LLC
INCREASED77,42873,777+3,651+5%$3.0M$3.2M+$164.5K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED77,37678,948-1,572-2%$3.3M$3.2M-$40.4K2026-10-30
APS Management Group, Inc.
DECREASED76,927108,543-31,616-29%$4.5M$3.2M-$1.3M2026-10-14
Plan Group Financial, LLC
DECREASED76,31493,471-17,157-18%$3.9M$3.2M-$678.7K2026-10-22
Melfa Wealth Management, Inc.
INCREASED75,50473,956+1,548+2%$3.1M$3.1M+$77.5K2026-11-06
Powerhouse Assets LLC
INCREASED75,36272,691+2,671+4%$3.0M$3.1M+$123.7K2026-10-19
Spire Wealth Management
INCREASED75,21467,734+7,480+11%$2.8M$3.1M+$322.1K2026-10-30
55 North Private Wealth, LLC
INCREASED74,48174,458+23+0%$3.1M$3.1M+$14.4K2026-10-20
Shearwater Capital LLC
DECREASED73,89774,469-572-1%$3.1M$3.1M-$10.3K2026-10-13
Harbor Asset Planning, Inc.
INCREASED72,79072,498+292+0%$3.0M$3.0M+$25.0K2026-10-23
ERn Financial, LLC
DECREASED71,54476,316-4,772-6%$3.1M$3.0M-$184.0K2026-10-28
Pacific Asset Management, LLC
INCREASED71,46770,727+740+1%$2.9M$3.0M+$43.4K2026-10-15
Lodestone Wealth Management LLC
DECREASED70,65871,080-422-1%$2.9M$2.9M-$4.7K2026-10-14
ARK & TLK Investments, LLC
DECREASED70,07774,268-4,191-6%$3.1M$2.9M-$160.2K2026-10-20
Quarry Hill Advisors, LLC
DECREASED69,52470,216-692-1%$2.9M$2.9M-$16.0K2026-11-04
PCA Investment Advisory Services Inc.
INCREASED69,39568,684+711+1%$2.8M$2.9M+$41.8K2026-10-13
G2 Capital Management, LLC / OH
INCREASED68,06462,804+5,260+8%$2.6M$2.8M+$229.2K2026-10-23
Investmark Advisory Group LLC
INCREASED66,99763,858+3,139+5%$2.6M$2.8M+$141.5K2026-10-27
Lido Advisors, LLC
INCREASED66,73835,419+31,319+88%$1.5M$2.8M+$1.3M2026-11-04
Washington Trust Advisors, Inc.
INCREASED66,48460,638+5,846+10%$2.5M$2.8M+$253.1K2026-10-22
Wealthfront Advisers LLC
INCREASED66,10565,526+579+1%$2.7M$2.7M+$35.8K2026-11-09
Concord Wealth Partners
INCREASED64,26562,234+2,031+3%$2.6M$2.7M+$95.3K2026-11-02
Burton Enright Welch
DECREASED62,26362,583-320-1%$2.6M$2.6M-$2.0K2026-11-04
Legacy Capital Wealth Partners, LLC
INCREASED60,26559,197+1,068+2%$2.4M$2.5M+$54.9K2026-10-21
Madson Wealth Advisors Inc
INCREASED58,91144,791+14,120+32%$1.8M$2.4M+$593.1K2026-10-13
Revolve Wealth Partners, LLC
UNCHANGED58,04858,04800%$2.4M$2.4M+$10.4K2026-10-23
International Private Wealth Advisors LLC
INCREASED57,76052,567+5,193+10%$2.2M$2.4M+$224.6K2026-11-05
Acorn Wealth Advisors, LLC
INCREASED55,83645,953+9,883+22%$1.9M$2.3M+$417.7K2026-10-19
Vestment Financial LLC
DECREASED54,81254,872-600%$2.3M$2.3M-$18.4K2026-10-13
Victory Financial Group, LLC
INCREASED54,48729,087+25,400+87%$1.2M$2.3M+$1.1M2026-10-27
Wescott Financial Advisory Group, LLC
DECREASED54,17458,372-4,198-7%$2.4M$2.2M-$163.4K2026-11-09
Cypress Point Wealth Management, LLC
DECREASED53,06053,265-2050%$2.2M$2.2M+$1.1K2026-11-03
Level Wealth Management LLC
DECREASED52,26753,756-1,489-3%$2.2M$2.2M-$52.0K2026-10-23
Boyce & Associates Wealth Consulting, Inc.
DECREASED51,54559,819-8,274-14%$2.5M$2.1M-$332.0K2026-10-14
Kane Co Wealth Management, Inc.
INCREASED51,41851,110+308+1%$2.1M$2.1M+$22.0K2026-11-04
Global Financial Private Client, LLC
INCREASED51,39850,584+814+2%$2.1M$2.1M+$42.9K2026-10-15
R. W. Roge & Company, Inc.
DECREASED49,900173,755-123,855-71%$7.2M$2.1M-$5.1M2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED49,64950,058-409-1%$2.1M$2.1M-$7.9K2026-10-08
Heritage Wealth Management, Inc.
DECREASED49,27552,258-2,983-6%$2.2M$2.0M-$114.2K2026-10-27
PNC Financial Services Group, Inc.
INCREASED48,95732,038+16,919+53%$1.3M$2.0M+$706.7K2026-11-06
Woodside Wealth Management LLC
INCREASED48,81548,153+662+1%$2.0M$2.0M+$36.1K2026-10-16
Wealth Advisors Northwest LLC
INCREASED48,80246,492+2,310+5%$1.9M$2.0M+$104.1K2026-10-29
Arnold Financial Planning LLC
INCREASED48,30248,277+25+0%$2.0M$2.0M+$9.7K2026-10-20
Krilogy Financial LLC
INCREASED47,61947,119+500+1%$1.9M$2.0M+$21.6K2026-10-13
Summit Wealth Group LLC / Co
DECREASED47,58447,892-308-1%$2.0M$2.0M-$4.1K2026-10-29
Aspiriant, LLC
NEW46,041—+46,041——$1.9M—2026-10-16
IFG Advisory, LLC
DECREASED45,95347,300-1,347-3%$2.0M$1.9M-$47.3K2026-11-09
Granville Capital, Inc.
NEW44,847—+44,847——$1.9M—2026-11-05
Infinity Wealth Counsel, LLC
INCREASED44,20042,935+1,265+3%$1.8M$1.8M+$60.1K2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED43,77442,385+1,389+3%$1.7M$1.8M+$65.1K2026-11-05
Heritage Investment Group, Inc.
DECREASED43,67745,982-2,305-5%$1.9M$1.8M-$87.2K2026-11-03
Life Planning Partners, Inc
DECREASED43,00648,146-5,140-11%$2.0M$1.8M-$204.3K2026-10-28
Great Valley Advisor Group, Inc.
INCREASED42,89338,994+3,899+10%$1.6M$1.8M+$168.2K2026-11-09
Private Trust Co NA
INCREASED42,87733,910+8,967+26%$1.4M$1.8M+$377.6K2026-10-20
Porter White Investment Advisors, Inc.
INCREASED41,62420,740+20,884+101%$855.5K$1.7M+$869.0K2026-10-14
Leading Edge Financial Planning LLC
DECREASED41,32142,332-1,011-2%$1.7M$1.7M-$34.2K2026-10-23
Elevate Wealth Advisory, Inc
DECREASED41,05541,355-300-1%$1.7M$1.7M-$5.0K2026-10-29
HFG Wealth Management, LLC
UNCHANGED40,36440,36400%$1.7M$1.7M$02026-10-16
Meritas Wealth Management, LLC
UNCHANGED40,09340,09300%$1.7M$1.7M+$7.2K2026-10-14
USAdvisors Wealth Management, LLC
INCREASED39,86039,722+138+0%$1.6M$1.7M+$13.0K2026-10-21
Mraz, Amerine & Associates, Inc.
DECREASED39,65739,669-120%$1.6M$1.6M+$6.7K2026-10-30
Flagship Harbor Advisors, LLC
INCREASED39,54927,442+12,107+44%$1.1M$1.6M+$506.5K2026-10-26
Worth Asset Management, LLC
INCREASED39,02027,500+11,520+42%$1.1M$1.6M+$482.3K2026-10-07
Squire Investment Management Company, LLC
INCREASED38,94433,006+5,938+18%$1.4M$1.6M+$252.0K2026-11-03
J. Derek Lewis & Associates Inc.
DECREASED38,77938,840-610%$1.6M$1.6M+$4.4K2026-11-03
Summit Investment Advisors, Inc.\KS
DECREASED38,03471,057-33,023-46%$2.9M$1.6M-$1.4M2026-11-05
Arbor Investment Advisors, LLC
INCREASED37,22627,286+9,940+36%$1.1M$1.5M+$416.7K2026-10-26
Integrated Advisors Network LLC
DECREASED37,04337,395-352-1%$1.5M$1.5M-$7.9K2026-10-20
Demming Financial Services Corp
DECREASED36,90740,403-3,496-9%$1.7M$1.5M-$137.7K2026-11-09
Forum Financial Management, LP
DECREASED36,63636,802-1660%$1.5M$1.5M-$2552026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED36,04936,149-1000%$1.5M$1.5M+$2.4K2026-10-08
WMS Group LLC
DECREASED35,46336,176-713-2%$1.5M$1.5M-$23.0K2026-11-06
WealthSpring Partners, LLC
INCREASED35,31830,927+4,391+14%$1.3M$1.5M+$187.5K2026-10-14
Silver Grove Financial Group, Inc.
DECREASED35,29135,320-290%$1.5M$1.5M+$5.2K2026-11-05
Bryant Woods Investment Advisors, LLC
INCREASED34,96534,538+427+1%$1.4M$1.4M+$23.8K2026-10-26
Tranquility Partners, LLC
INCREASED34,72229,583+5,139+17%$1.2M$1.4M+$218.9K2026-10-20
CSP Financial Group, LLC
INCREASED34,58034,243+337+1%$1.4M$1.4M+$20.1K2026-10-26
Valley Forge Investment Consultants Inc ADV
INCREASED34,50415,120+19,384+128%$623.7K$1.4M+$805.8K2026-11-03
Scratch Capital LLC
INCREASED34,22532,535+1,690+5%$1.3M$1.4M+$75.9K2026-11-02
Daymark Wealth Partners, LLC
NEW33,924—+33,924——$1.4M—2026-11-04
Strategent Financial, LLC
DECREASED33,62933,742-1130%$1.4M$1.4M+$1.4K2026-10-30
Crescent Grove Advisors, LLC
INCREASED33,52129,604+3,917+13%$1.2M$1.4M+$167.6K2026-10-21
Strathmore Capital Advisors, Inc.
INCREASED32,88523,993+8,892+37%$997.4K$1.3M+$343.7K2026-11-09
Pettinga Financial Advisors LLC
DECREASED31,87032,545-675-2%$1.3M$1.3M-$22.1K2026-10-13
Vestia Personal Wealth Advisors
INCREASED31,77331,629+144+0%$1.3M$1.3M+$11.7K2026-10-20
Riverchase Wealth Management, LLC
INCREASED31,54328,724+2,819+10%$1.2M$1.3M+$121.9K2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED31,41131,902-491-2%$1.3M$1.3M-$14.6K2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED31,36229,439+1,923+7%$1.2M$1.3M+$85.0K2026-10-05
Factor Wealth Management LTD
DECREASED31,16631,247-810%$1.3M$1.3M+$2.3K2026-10-08
Williams & Novak Wealth Management, LLC
INCREASED31,10224,236+6,866+28%$999.7K$1.3M+$288.8K2026-10-09
Samalin Investment Counsel, LLC
INCREASED30,78129,435+1,346+5%$1.2M$1.3M+$61.0K2026-10-23
Abel Hall, LLC
DECREASED30,46331,522-1,059-3%$1.3M$1.3M-$38.2K2026-10-19
Ballentine Capital Advisors, Inc
DECREASED30,46330,535-720%$1.3M$1.3M+$2.5K2026-10-14
LAM Group, Inc.
DECREASED30,06031,255-1,195-4%$1.3M$1.2M-$43.9K2026-10-26
Thoroughbred Financial Services, LLC
UNCHANGED29,63029,63000%$1.2M$1.2M+$5.0K2026-11-09
Diversified Trust Co
UNCHANGED28,33128,33100%$1.2M$1.2M+$5.1K2026-11-06
Ballast Rock Private Wealth LLC
DECREASED28,26928,912-643-2%$1.2M$1.2M-$21.4K2026-10-26
Sterling Wealth Management, Inc.
INCREASED27,81827,747+71+0%$1.1M$1.2M+$7.9K2026-10-23
AA Financial Advisors, LLC
NEW27,451—+27,451——$1.1M—2026-10-19
Fifth Third Bancorp
DECREASED27,44629,271-1,825-6%$1.2M$1.1M-$70.3K2026-11-05
Pillar Financial Advisors, LLC
DECREASED27,13128,229-1,098-4%$1.2M$1.1M-$40.4K2026-10-21
CGN Advisors LLC
DECREASED26,34698,039-71,693-73%$4.0M$1.1M-$3.0M2026-10-21
Graves Light Lenhart Wealth, Inc.
DECREASED26,20627,491-1,285-5%$1.1M$1.1M-$48.3K2026-10-09
Barrett & Company, Inc.
INCREASED25,52125,454+67+0%$1.0M$1.1M+$7.4K2026-10-22
Wealth Architects, LLC
INCREASED23,60120,282+3,319+16%$836.7K$977.8K+$141.1K2026-11-03
BOS Asset Management, LLC
INCREASED23,39523,379+16+0%$964.4K$969.3K+$4.9K2026-10-09
Visionary Horizons, LLC
INCREASED23,26822,310+958+4%$920.3K$964.0K+$43.7K2026-10-22
Darden Wealth Group Inc
UNCHANGED23,17023,17000%$955.8K$959.9K+$4.2K2026-11-06
Collective Family Office LLC
DECREASED23,12223,319-197-1%$961.9K$957.9K-$4.0K2026-10-05
JDH Wealth Management, LLC
UNCHANGED22,93322,93300%$946.0K$950.1K+$4.1K2026-10-20
Foundry Financial LLC
INCREASED22,88922,369+520+2%$922.7K$948.3K+$25.6K2026-10-16
Shore Point Advisors, LLC
INCREASED21,72121,550+171+1%$889.0K$899.9K+$11.0K2026-10-14
Financial Synergies Wealth Advisors, Inc.
INCREASED21,05519,121+1,934+10%$788.7K$872.3K+$83.6K2026-10-16
BAM Wealth Management, LLC
DECREASED21,01223,299-2,287-10%$961.1K$870.5K-$90.6K2026-10-15
Sensenig Capital Advisors, Inc
DECREASED20,90421,454-550-3%$885.0K$866.1K-$18.9K2026-10-23
TCV Trust & Wealth Management, Inc.
INCREASED20,78513,695+7,090+52%$564.9K$861.1K+$296.2K2026-10-16
Studio Investment Management LLC
INCREASED20,67820,077+601+3%$828.2K$856.7K+$28.5K2026-10-22
Montis Financial, LLC
INCREASED20,67720,490+187+1%$845.2K$856.6K+$11.4K2026-11-04
WMG Financial Advisors, LLC
UNCHANGED20,38520,38500%$840.9K$840.9K$02026-10-28
SWF LLC
UNCHANGED20,35820,35800%$839.8K$843.4K+$3.7K2026-11-05
Landmark Wealth Management, Inc.
DECREASED19,99220,172-180-1%$832.1K$828.3K-$3.8K2026-11-04
Darrow Company, Inc.
UNCHANGED19,65419,65400%$810.7K$814.3K+$3.5K2026-10-22
DiNuzzo Private Wealth, Inc.
INCREASED19,55719,429+128+1%$801.5K$810.2K+$8.8K2026-10-16
Kaufman Rossin Wealth, LLC
INCREASED18,89518,888+7+0%$781.4K$782.8K+$1.5K2026-10-19
Levin Capital Strategies, L.P.
INCREASED18,8707,222+11,648+161%$297.9K$781.8K+$483.9K2026-11-02
Francis Financial, Inc.
UNCHANGED18,42918,42900%$760.2K$763.5K+$3.3K2026-11-09
Navigate Wealth Management, LLC
DECREASED17,83717,886-490%$739.6K$737.4K-$2.2K2026-10-14
Freedom Day Solutions, LLC
DECREASED17,77630,640-12,864-42%$1.3M$736.5K-$527.4K2026-10-20
StoneX Group Inc.
DECREASED17,65818,925-1,267-7%$780.5K$734.0K-$46.5K2026-11-03
Hartmann Taylor Wealth Management, LLC
INCREASED17,5057,205+10,300+143%$280.7K$725.2K+$444.5K2026-10-14
Salem Investment Counselors Inc
INCREASED17,36617,196+170+1%$709.3K$719.5K+$10.1K2026-10-13
Nova Financial LLC
NEW17,340—+17,340——$718.4K—2026-11-04
Facet Wealth, Inc.
INCREASED17,1259,359+7,766+83%$386.1K$709.5K+$323.4K2026-11-04
Eastover Investment Advisors LLC
DECREASED17,11318,177-1,064-6%$749.8K$709.0K-$40.8K2026-10-05
Foundation Wealth Management, Llc\pa
DECREASED16,93817,008-700%$701.6K$701.7K+$1622026-10-14
Quadcap Wealth Management, LLC
INCREASED16,87316,604+269+2%$684.9K$699.0K+$14.1K2026-11-02
Selective Wealth Management, Inc.
INCREASED16,85516,438+417+3%$679.7K$699.7K+$19.9K2026-10-16
Momentous Wealth Management, Inc.
DECREASED16,83617,530-694-4%$723.1K$697.5K-$25.6K2026-10-21
Park Edge Advisors, LLC
INCREASED16,5669,753+6,813+70%$402.3K$686.3K+$284.0K2026-10-28
L.K. Benson & Company, P.C.
INCREASED16,50913,591+2,918+21%$560.6K$684.0K+$123.4K2026-10-23
Gradient Capital Advisors, LLC
INCREASED16,17915,599+580+4%$643.5K$670.3K+$26.8K2026-10-21
Seed Wealth Management, Inc.
UNCHANGED16,07016,07000%$662.9K$665.8K+$2.9K2026-10-20
US Bancorp \de\
INCREASED15,89812,163+3,735+31%$501.7K$658.7K+$156.9K2026-11-05
James T. Borello RIA
INCREASED15,74711,015+4,732+43%$454.4K$652.4K+$198.0K2026-10-16
Compound Planning, Inc.
INCREASED15,42013,691+1,729+13%$564.8K$638.9K+$74.1K2026-11-09
HMV Wealth Advisors, LLC
UNCHANGED15,21615,21600%$627.7K$630.4K+$2.7K2026-10-27
Donalies Financial Planning, LLC
INCREASED14,04412,801+1,243+10%$528.0K$581.9K+$53.8K2026-10-19
Stewardship Advisors, LLC
INCREASED13,86413,555+309+2%$559.1K$574.4K+$15.2K2026-10-20
Gemmer Asset Management LLC
DECREASED13,72315,967-2,244-14%$658.6K$568.5K-$90.1K2026-10-16
RCS Financial Planning, LLC
DECREASED13,65115,562-1,911-12%$641.9K$565.6K-$76.4K2026-10-14
KPP Advisory Services LLC
DECREASED13,58319,725-6,142-31%$813.7K$562.7K-$250.9K2026-10-26
Visionary Wealth Advisors
INCREASED13,55110,049+3,502+35%$414.5K$561.4K+$146.9K2026-11-04
Cambridge Financial Group, LLC
UNCHANGED13,30513,30500%$548.8K$548.8K$02026-10-06
Wheels Up Wealth, Inc.
UNCHANGED13,11613,11600%$541.0K$543.4K+$2.4K2026-10-27
Partners in Financial Planning
INCREASED13,0828,193+4,889+60%$338.0K$542.0K+$204.0K2026-11-06
West Financial Advisors, LLC
INCREASED12,8834,555+8,328+183%$187.9K$533.7K+$345.8K2026-10-22
Bridges Investment Management Inc
NEW12,834—+12,834——$531.7K—2026-11-10
Five Oceans Advisors
INCREASED12,78912,757+32+0%$526.2K$529.9K+$3.6K2026-10-22
Lewis Asset Management, LLC
INCREASED12,68211,809+873+7%$487.1K$525.4K+$38.3K2026-10-14
Forthright Family Wealth Advisory LLC
DECREASED12,53512,621-86-1%$520.6K$519.3K-$1.3K2026-11-03
Cypress Wealth Services, LLC
DECREASED12,45914,525-2,066-14%$599.2K$518.7K-$80.5K2026-10-21
Mainsail Asset Management, LLC
NEW12,223—+12,223——$508.9K—2026-10-14
Bayshore Asset Management, LLC
INCREASED12,09111,305+786+7%$466.3K$499.0K+$32.7K2026-11-03
Wealthcare Capital Management LLC
INCREASED12,0697,524+4,545+60%$310.4K$500.0K+$189.7K2026-10-21
Wall Capital Group, Inc.
INCREASED12,05611,189+867+8%$461.5K$499.5K+$38.0K2026-10-14
Beverly Hills Private Wealth, LLC
UNCHANGED11,93911,93900%$492.5K$494.6K+$2.1K2026-11-04
Canvas Wealth Advisors, LLC
INCREASED11,8945,957+5,937+100%$245.7K$497.4K+$251.7K2026-11-02
Tilia Fiduciary Partners, Inc.
DECREASED11,69812,027-329-3%$496.1K$484.6K-$11.5K2026-10-09
Tassel Capital Management, Inc.
DECREASED11,54712,945-1,398-11%$534.0K$478.4K-$55.6K2026-10-20
Assetmark, Inc
DECREASED11,52815,655-4,127-26%$645.8K$477.6K-$168.2K2026-10-21
Parallel Advisors, LLC
UNCHANGED11,47711,47700%$473.4K$475.5K+$2.1K2026-11-03
Soltis Investment Advisors LLC
INCREASED11,38811,338+50+0%$467.7K$471.8K+$4.1K2026-10-28
BIP Wealth, LLC
DECREASED11,23311,352-119-1%$468.3K$465.4K-$2.9K2026-10-22
Univest Financial Corp
UNCHANGED11,22211,22200%$462.9K$464.9K+$2.0K2026-11-05
Prosperity Advisers, LLC
INCREASED11,08610,328+758+7%$426.0K$459.3K+$33.3K2026-10-28
Ballast Financial Advisors LLC
DECREASED10,81713,616-2,799-21%$561.6K$448.1K-$113.5K2026-10-26
Oppenheimer & Co Inc
DECREASED10,63311,137-504-5%$459.4K$440.5K-$18.9K2026-10-26
Wealthcare Advisory Partners LLC
DECREASED10,45510,692-237-2%$441.0K$433.2K-$7.9K2026-10-21
Retirement Planning Group, LLC
INCREASED10,43110,385+46+0%$428.4K$432.2K+$3.8K2026-10-19
Cutler Investment Counsel LLC
UNCHANGED10,27810,27800%$424.0K$425.8K+$1.9K2026-10-28
Cannon Advisors, Inc.
NEW10,273—+10,273——$426.1K—2026-10-14
Dixon Fnancial Services, Inc.
INCREASED10,2239,830+393+4%$405.5K$423.5K+$18.1K2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED10,1279,967+160+2%$329.1K$342.1K+$13.0K2026-11-04
Cardinal Point Capital Management ULC
INCREASED10,0729,500+572+6%$391.9K$417.3K+$25.4K2026-10-21
Wingate Wealth Advisors, Inc.
INCREASED10,0676,577+3,490+53%$271.3K$417.1K+$145.7K2026-10-26
Longview Financial Advisors, Inc.
UNCHANGED9,8279,82700%$405.4K$407.1K+$1.8K2026-10-09
Narus Financial Partners, LLC
DECREASED9,8269,879-53-1%$407.5K$407.1K-$4182026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED9,7589,75800%$402.5K$404.3K+$1.8K2026-10-15
Tableaux LLC
INCREASED9,7529,096+656+7%$375.2K$404.0K+$28.8K2026-10-23
Sprinkle Financial Consultants LLC
INCREASED9,5979,069+528+6%$374.1K$397.6K+$23.5K2026-10-09
Beacon Financial Advisory LLC
INCREASED9,4929,472+20+0%$390.7K$393.3K+$2.5K2026-10-16
Triad Wealth Partners, LLC
DECREASED9,46420,018-10,554-53%$846.2K$392.1K-$454.1K2026-10-26
Burney Co/
UNCHANGED9,3959,39500%$387.5K$389.2K+$1.7K2026-10-15
Bright Futures Wealth Management, Llc.
DECREASED9,3139,948-635-6%$410.4K$385.9K-$24.5K2026-10-23
RS Crum Inc.
INCREASED9,2599,255+4+0%$381.8K$383.6K+$1.9K2026-10-19
Clear Investment Research, LLC
DECREASED9,2269,326-100-1%$384.7K$382.2K-$2.5K2026-11-06
Keybank National Association
INCREASED9,2179,138+79+1%$376.9K$381.9K+$4.9K2026-11-04
Emprise Bank
DECREASED9,1879,389-202-2%$387.3K$380.6K-$6.7K2026-10-07
Platform Technology Partners
UNCHANGED9,1779,17700%$378.6K$380.2K+$1.7K2026-11-02
E6 Portfolios, LLC
DECREASED9,0559,484-429-5%$391.2K$375.1K-$16.1K2026-10-26
Western Wealth Management, LLC
NEW9,029—+9,029——$374.1K—2026-11-09
Lexington Hill Partners, LLC
INCREASED8,9578,918+39+0%$367.9K$371.1K+$3.2K2026-10-13
Abacus Wealth Partners, LLC
INCREASED8,9528,943+9+0%$368.9K$370.9K+$2.0K2026-11-03
Nova R Wealth, Inc.
INCREASED8,8495,137+3,712+72%$211.9K$366.6K+$154.7K2026-10-26
Signal Advisors Wealth, LLC
DECREASED8,8238,980-157-2%$370.4K$365.5K-$4.9K2026-10-13
AlphaCore Capital LLC
DECREASED8,74910,115-1,366-13%$417.2K$362.5K-$54.8K2026-11-04
Wesbanco Bank Inc
DECREASED8,66117,322-8,661-50%$718.9K$358.8K-$360.0K2026-11-04
Fiduciary Alliance LLC
DECREASED8,5298,575-46-1%$353.7K$353.4K-$3632026-10-13
marrick wealth, LLC
UNCHANGED8,4988,49800%$350.5K$352.1K+$1.5K2026-10-20
Beacon Financial Strategies Corp
INCREASED8,2928,291+1+0%$342.0K$343.5K+$1.5K2026-10-14
Archer Investment Management, LLC
DECREASED8,2528,304-52-1%$342.5K$341.9K-$6602026-10-13
Helium Advisors LLC
INCREASED8,2298,193+36+0%$338.0K$340.9K+$3.0K2026-10-23
Elevation Wealth Partners, LLC
INCREASED8,1878,151+36+0%$336.2K$339.2K+$3.0K2026-10-07
Goelzer Investment Management, Inc.
DECREASED8,15911,591-3,432-30%$478.1K$338.0K-$140.1K2026-10-16
Smithfield Trust Co
UNCHANGED8,1008,10000%$334.0K$335.0K+$1.0K2026-11-09
Rossby Financial, LCC
INCREASED8,0516,491+1,560+24%$267.8K$333.6K+$65.8K2026-11-05
K2 Financial Inc.
INCREASED7,8307,792+38+0%$326.9K$323.2K-$3.8K2026-10-26
Warwick Investment Management, Inc.
INCREASED7,8307,800+30+0%$321.7K$324.4K+$2.7K2026-10-19
Voisard Asset Management Group, Inc.
UNCHANGED7,8167,81600%$322.4K$323.8K+$1.4K2026-10-13
Cullen T Bankers, Inc.
UNCHANGED7,8077,80700%$322.0K$323.4K+$1.4K2026-10-28
Nwam LLC
INCREASED7,7957,645+150+2%$315.4K$323.0K+$7.6K2026-11-09
Omni 360 Wealth, Inc.
INCREASED7,6656,187+1,478+24%$255.2K$317.6K+$62.3K2026-10-13
Thryve Wealth Management LLC
INCREASED7,6267,612+14+0%$314.0K$315.9K+$1.9K2026-10-09
Stone Summit Wealth LLC
UNCHANGED7,5697,56900%$312.2K$313.6K+$1.4K2026-10-14
Simplicity Wealth,LLC
INCREASED7,5527,265+287+4%$299.7K$312.9K+$13.2K2026-10-23
Asset Dedication, LLC
DECREASED7,5369,752-2,216-23%$402.3K$312.2K-$90.1K2026-11-03
Ariadne Wealth Management, LP
INCREASED7,5137,351+162+2%$303.2K$311.3K+$8.0K2026-11-06
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED7,4827,093+389+5%$295.6K$311.5K+$15.9K2026-10-21
Jm2 Capital Inc.
INCREASED7,4667,305+161+2%$301.3K$309.3K+$8.0K2026-10-14
HUB Investment Partners, LLC
NEW7,457—+7,457——$308.9K—2026-11-03
Heck Capital Advisors, LLC
DECREASED7,4517,607-156-2%$313.8K$308.7K-$5.1K2026-10-14
Belleair Asset Management, LLC
DECREASED7,3287,597-269-4%$313.4K$303.6K-$9.8K2026-11-03
Fairscale Capital, LLC
INCREASED7,2646,884+380+6%$284.0K$300.7K+$16.7K2026-11-04
Naples Global Advisors, LLC
UNCHANGED7,2007,20000%$297.0K$298.3K+$1.3K2026-11-05
Platt Wealth Management LLC
INCREASED7,1897,187+2+0%$296.0K$297.0K+$1.0K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED7,1785,656+1,522+27%$233.3K$297.4K+$64.1K2026-11-03
Bank of New York Mellon Corp
UNCHANGED7,0007,00000%$288.8K$290.0K+$1.3K2026-11-05
Citrine Capital LLC
NEW6,923—+6,923——$286.8K—2026-10-14
Financial Harvest, LLC
DECREASED6,8517,911-1,060-13%$326.3K$283.8K-$42.5K2026-10-15
Freedom Financial Partners LLC
INCREASED6,6856,665+20+0%$274.9K$277.0K+$2.0K2026-10-19
Midwest Trust Co
NEW6,658—+6,658——$275.8K—2026-10-22
Opus Financial Solutions LLC
DECREASED6,6547,844-1,190-15%$323.6K$275.7K-$47.9K2026-11-06
Highland Financial Advisors, LLC
UNCHANGED6,6546,65400%$274.5K$275.7K+$1.2K2026-10-19
Optivise Advisory Services LLC
UNCHANGED6,5726,57200%$271.1K$272.3K+$1.2K2026-10-19
Geneos Wealth Management Inc.
INCREASED6,5411,900+4,641+244%$78.4K$271.0K+$192.6K2026-11-09
Total Clarity Wealth Management, Inc.
INCREASED6,4706,154+316+5%$253.9K$268.1K+$14.2K2026-10-26
Thompson Siegel & Walmsley LLC
UNCHANGED6,4196,41900%$265.0K$266.0K+$1.0K2026-11-05
James J. Burns & Company, LLC
DECREASED6,4066,477-71-1%$267.2K$265.4K-$1.8K2026-10-22
Wealth Enhancement Trust Services, Inc.
DECREASED6,3446,497-153-2%$268.0K$262.8K-$5.2K2026-10-07
Balboa Wealth Partners
DECREASED6,2666,842-576-8%$282.2K$259.6K-$22.6K2026-10-20
HBE Wealth Management, LLC
DECREASED6,1857,885-1,700-22%$325.3K$256.3K-$69.0K2026-11-06
Balance Wealth Partners LLC
INCREASED6,1306,107+23+0%$251.9K$254.0K+$2.1K2026-10-27
Cannon Financial Strategists, Inc.
INCREASED6,0936,066+27+0%$250.2K$252.4K+$2.2K2026-10-19
Vawter Financial, Ltd.
UNCHANGED6,0406,04000%$249.2K$250.2K+$1.1K2026-11-10
Sepio Capital, LP
UNCHANGED5,9765,97600%$246.5K$247.6K+$1.1K2026-10-22
Stirlingshire Investments, Inc.
DECREASED5,6455,670-250%$233.9K$233.9K$02026-11-05
Ascent Group, LLC
UNCHANGED5,5035,50300%$227.0K$228.0K+$9902026-10-30
Fortress Financial Group, LLC
DECREASED5,4415,591-150-3%$230.6K$225.4K-$5.2K2026-10-21
First Financial Bankshares Inc
NEW5,425—+5,425——$224.8K—2026-11-10
Flywheel Private Wealth LLC
NEW5,351—+5,351——$221.7K—2026-11-02
Choreo, LLC
INCREASED5,3365,327+9+0%$219.8K$221.1K+$1.3K2026-10-28
Allstreet Capital Advisors LLC
DECREASED5,3115,648-337-6%$233.0K$220.0K-$12.9K2026-11-04
Prosperitas Financial LLC
UNCHANGED5,2175,21700%$215.2K$216.1K+$9392026-10-28
Ritholtz Wealth Management
UNCHANGED5,2085,20800%$214.8K$215.8K+$9502026-11-05
Nations Financial Group Inc,
INCREASED5,2074,894+313+6%$201.9K$215.7K+$13.8K2026-11-05
Kondo Wealth Advisors, Inc.
INCREASED5,1585,149+9+0%$212.4K$213.7K+$1.3K2026-10-19
Bay Capital Advisors, LLC
DECREASED5,1185,754-636-11%$237.4K$212.0K-$25.3K2026-10-16
Gerber Kawasaki Wealth & Investment Management
UNCHANGED5,1145,11400%$211.0K$211.9K+$9212026-10-29
Mason & Associates, LLC
UNCHANGED5,0695,06900%$209.1K$210.0K+$9132026-10-26
Index Fund Advisors, Inc.
INCREASED5,0645,050+14+0%$208.3K$209.8K+$1.5K2026-11-05
Triton Wealth Management, Pllc
NEW5,005—+5,005——$207.4K—2026-11-04
Evergreen Capital Management LLC
UNCHANGED5,0005,00000%$206.3K$207.2K+$9002026-10-23
Vilga Financial Planning LLC
UNCHANGED4,8964,89600%$202.0K$202.8K+$8812026-10-09
SLT Holdings LLC
UNCHANGED4,8814,88100%$201.3K$202.2K+$8792026-10-15
Cogent Private Wealth, Inc.
UNCHANGED4,8784,87800%$201.2K$202.1K+$8782026-11-06
Busey Bank
UNCHANGED4,8614,86100%$200.5K$201.4K+$8752026-10-26
Acropolis Investment Management, LLC
INCREASED4,6344,619+15+0%$190.5K$192.0K+$1.4K2026-10-08
Centennial Bank
UNCHANGED4,3424,34200%$179.1K$179.9K+$7812026-11-09
Lanark Financial, Inc.
INCREASED3,9913,895+96+2%$160.7K$165.3K+$4.7K2026-10-26
Reyes Financial Architecture, Inc.
UNCHANGED3,9033,90300%$161.0K$161.7K+$7022026-10-22
Kings Path Partners LLC
UNCHANGED3,6013,60100%$148.5K$149.2K+$6482026-10-21
Horizon Financial Services, LLC
INCREASED3,2901,635+1,655+101%$67.4K$136.3K+$68.9K2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED2,5832,58300%$106.5K$107.0K+$4652026-10-30
Hantz Financial Services, Inc.
INCREASED2,3392,314+25+1%$95.0K$97.0K+$2.0K2026-11-09
Russell Investments Group, Ltd.
DECREASED2,2232,471-248-10%$101.9K$92.1K-$9.8K2026-11-06
Fortitude Family Office, LLC
INCREASED1,9251,924+1+0%$79.4K$79.7K+$3922026-10-14
Quent Capital, LLC
INCREASED1,627268+1,359+507%$11.1K$66.3K+$55.3K2026-11-09
Parkside Financial Bank & Trust
INCREASED1,5491,542+7+0%$63.6K$64.2K+$5602026-10-27
Coston, McIsaac & Partners
INCREASED1,4491,442+7+0%$59.0K$60.0K+$1.0K2026-11-06
Highline Wealth Partners LLC
NEW1,250—+1,250——$51.8K—2026-10-19
Phillips Financial Management, LLC
INCREASED991988+3+0%$40.8K$41.1K+$3222026-10-19
TD Waterhouse Canada Inc.
INCREASED895780+115+15%$32.0K$36.8K+$4.7K2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED859856+3+0%$35.3K$35.6K+$3102026-10-19
Vestor Capital, LLC
DECREASED74941,682-40,933-98%$11.3K$186-$11.1K2026-11-04
Godfrey Financial Associates, Inc.
UNCHANGED68168100%$28.1K$28.2K+$1232026-11-10
City Holding Co
DECREASED6611,321-660-50%$54.5K$27.4K-$27.1K2026-10-19
UMB Bank, n.a.
DECREASED6401,590-950-60%$65.6K$26.5K-$39.1K2026-11-06
N.E.W. Advisory Services LLC
UNCHANGED61161100%$25.2K$25.3K+$1102026-11-09
Bessemer Group Inc
INCREASED603195+408+209%$8.0K$25.0K+$17.0K2026-11-09
Triumph Capital Management
DECREASED521587-66-11%$24.2K$21.6K-$2.6K2026-10-14
IAG Wealth Partners, LLC
NEW486—+486——$20.1K—2026-11-06
SJS Investment Consulting Inc.
UNCHANGED46746700%$19.3K$19.3K+$842026-10-26
Buck Wealth Strategies, LLC
NEW460—+460——$19.1K—2026-10-28
Global Trust Asset Management, LLC
UNCHANGED45245200%$18.6K$18.7K+$812026-10-19
Biltmore Family Office, LLC
UNCHANGED34034000%$14.0K$14.1K+$612026-11-03
Oakworth Capital, Inc.
UNCHANGED32632600%$13.4K$13.5K+$1112026-10-26
Montgomery Financial Services LLC
UNCHANGED23623600%$9.7K$9.8K+$422026-11-03
Compass Financial Management LLC
NEW217—+217——$9.0K—2026-10-30
Creative Capital Management Investments LLC
UNCHANGED14614600%$6.0K$6.0K+$262026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED13213200%$5.4K$5.5K+$432026-11-04
Monetary Solutions, Ltd
UNCHANGED11811800%$4.9K$4.9K+$212026-10-22
Signature Equity Partners, LLC
NEW100—+100——$4.1K—2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED969600%$4.0K$4.0K+$172026-10-22
Nemes Rush Group LLC
UNCHANGED929200%$3.8K$3.8K+$342026-11-04
Tidemark, LLC
NEW53—+53——$2.2K—2026-11-09
Creative Financial Designs Inc
UNCHANGED535300%$2.2K$2.2K+$192026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED313100%$1.3K$1.3K+$62026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED181800%$743$746+$32026-11-02
Lloyd Advisory Services, Llc.
UNCHANGED6600%$233$235+$22026-11-02
Key Capital Management, Inc
NEW1—+1——$41—2026-11-03
Arcadia Wealth Management, LLC
CLOSED032,528-32,528-100%$1.3M$0-$1.3M2026-10-22
Williams Jones Wealth Management, Llc.
CLOSED016,659-16,659-100%$687.2K$0-$687.2K2026-11-05
Sigma Planning Corp
CLOSED016,499-16,499-100%$680.6K$0-$680.6K2026-10-23
Core Wealth Management, Inc.
CLOSED012,275-12,275-100%$506.3K$0-$506.3K2026-10-22
Dana Investment Advisors, Inc.
CLOSED011,480-11,480-100%$473.6K$0-$473.6K2026-11-06
KFG Wealth Management, LLC
CLOSED07,336-7,336-100%$302.6K$0-$302.6K2026-10-16
Cogent Strategic Wealth LLC
CLOSED06,386-6,386-100%$263.4K$0-$263.4K2026-10-22
Titleist Asset Management, LLC
CLOSED05,718-5,718-100%$235.9K$0-$235.9K2026-10-08
First Heartland Consultants, Inc.
CLOSED05,546-5,546-100%$228.8K$0-$228.8K2026-10-08
Accretive Wealth Partners, LLC
CLOSED05,352-5,352-100%$220.8K$0-$220.8K2026-11-06
Baker Ellis Asset Management LLC
CLOSED05,000-5,000-100%$206.3K$0-$206.3K2026-10-14
Greenleaf Trust
CLOSED04,910-4,910-100%$202.5K$0-$202.5K2026-10-29
Central Trust Co
CLOSED03,344-3,344-100%$137.9K$0-$137.9K2026-11-05
Pinnacle Wealth Planning Services, Inc.
CLOSED0987-987-100%$40.7K$0-$40.7K2026-10-27
Wellington Grp LLC
CLOSED0841-841-100%$32.8K$0-$32.8K2026-11-06
Turtle Creek Wealth Advisors, LLC
CLOSED0516-516-100%$21.3K$0-$21.3K2026-10-15
MCF Advisors LLC
CLOSED085-85-100%$3.5K$0-$3.5K2026-10-28
Envestnet Asset Management Inc
N/A—27,763,226-27,763,226-100%$1.1B———
Prudential Financial Inc
N/A—14,948,542-14,948,542-100%$616.6M———
Bank of America Corp
N/A—10,409,354-10,409,354-100%$429.4M———
&partners
N/A—9,826,699-9,826,699-100%$405.6M———
Northern Trust Corp
N/A—7,867,848-7,867,848-100%$324.5M———
Royal Bank of Canada
N/A—6,472,722-6,472,722-100%$267.0M———
UBS Group AG
N/A—4,567,118-4,567,118-100%$188.4M———
Mariner, LLC
N/A—4,350,104-4,350,104-100%$179.4M———
MAI Capital Management
N/A—4,171,293-4,171,293-100%$172.1M———
Mercer Global Advisors Inc
N/A—2,972,994-2,972,994-100%$122.6M———
One Capital Management, LLC
N/A—2,955,353-2,955,353-100%$115.1M———
Pure Financial Advisors, LLC
N/A—2,926,491-2,926,491-100%$120.7M———
Sequoia Financial Advisors, LLC
N/A—2,827,567-2,827,567-100%$116.6M———
OneDigital Investment Advisors LLC
N/A—2,752,464-2,752,464-100%$113.5M———
First National Bank of Omaha
N/A—2,615,704-2,615,704-100%$107.9M———
Cetera Investment Advisers
N/A—2,594,607-2,594,607-100%$107.0M———
Focus Partners Advisor Solutions, LLC
N/A—2,413,701-2,413,701-100%$99.6M———
Beacon Pointe Advisors, LLC
N/A—2,289,576-2,289,576-100%$94.4M———
Focus Partners Wealth
N/A—2,242,095-2,242,095-100%$92.5M———
Zhang Financial LLC
N/A—2,110,994-2,110,994-100%$87.1M———
Northwestern Mutual Wealth Management Co
N/A—2,007,093-2,007,093-100%$82.8M———
Wealthspire Advisors, LLC
N/A—2,002,126-2,002,126-100%$82.6M———
Cerity Partners LLC
N/A—1,961,478-1,961,478-100%$80.9M———
EP Wealth Advisors, LLC
N/A—1,815,369-1,815,369-100%$74.9M———
WNY Asset Management, LLC
N/A—1,686,967-1,686,967-100%$69.6M———
Bridgewater Advisors Inc.
N/A—1,493,788-1,493,788-100%$63.1M———
First National Advisers, LLC
N/A—1,441,680-1,441,680-100%$59.5M———
Aptus Capital Advisors, LLC
N/A—1,437,130-1,437,130-100%$59.3M———
NewEdge Advisors, LLC
N/A—1,398,059-1,398,059-100%$57.7M———
Osaic Holdings, Inc.
N/A—1,342,622-1,342,622-100%$55.4M———
Raymond James Financial Inc
N/A—1,261,396-1,261,396-100%$52.0M———
Stadion Money Management, LLC
N/A—1,067,068-1,067,068-100%$44.0M———
Baird Financial Group, Inc.
N/A—1,033,393-1,033,393-100%$42.6M———
Private Advisor Group, LLC
N/A—1,023,663-1,023,663-100%$42.2M———
Pathstone Holdings, LLC
N/A—1,017,129-1,017,129-100%$42.0M———
Chico Wealth RIA
N/A—1,016,596-1,016,596-100%$41.9M———
Annandale Capital, LLC
N/A—1,007,698-1,007,698-100%$41.6M———
Smartleaf Asset Management LLC
N/A—975,380-975,380-100%$40.1M———
Wealthquest Corp
N/A—969,967-969,967-100%$40.0M———
MML Investors Services, LLC
N/A—919,814-919,814-100%$37.9M———
Pallas Capital Advisors LLC
N/A—919,539-919,539-100%$37.9M———
LRI Investments, LLC
N/A—837,560-837,560-100%$34.5M———
Financial Alternatives, Inc
N/A—836,269-836,269-100%$34.5M———
IMA Advisory Services, Inc.
N/A—830,927-830,927-100%$34.3M———
Betterment LLC
N/A—767,154-767,154-100%$31.6M———
World Investment Advisors
N/A—766,553-766,553-100%$29.9M———
Financial Engines Advisors L.L.C.
N/A—747,913-747,913-100%$30.9M———
AE Wealth Management LLC
N/A—723,928-723,928-100%$29.9M———
Rockefeller Capital Management L.P.
N/A—721,193-721,193-100%$29.7M———
Forum Private Client Group LLC
N/A—702,969-702,969-100%$29.0M———
Jane Street Group, LLC
N/A—700,099-700,099-100%$28.9M———
Advisory Alpha, LLC
N/A—648,270-648,270-100%$26.7M———
Brogan Financial, Inc.
N/A—632,309-632,309-100%$26.1M———
Stifel Financial Corp
N/A—610,714-610,714-100%$25.2M———
Berger Financial Group, Inc
N/A—596,873-596,873-100%$24.6M———
Spectrum Investment Advisors, Inc.
N/A—580,123-580,123-100%$23.9M———
Waverly Advisors, LLC
N/A—472,494-472,494-100%$19.5M———
Note Advisors, LLC
N/A—462,050-462,050-100%$19.1M———
Curio Wealth, LLC
N/A—459,122-459,122-100%$18.9M———
CVA Family Office, LLC
N/A—437,588-437,588-100%$18.1M———
Captrust Financial Advisors
N/A—417,786-417,786-100%$17.2M———
Okabena Investment Services Inc
N/A—410,787-410,787-100%$16.9M———
Arcadia Wealth Management, Inc.
N/A—404,847-404,847-100%$16.7M———
Envision Financial Planning, LLC
N/A—399,885-399,885-100%$16.5M———
Optimus Capital Advisors, LLC
N/A—385,514-385,514-100%$15.9M———
Sterling Wealth Advisors Inc
N/A—380,607-380,607-100%$15.7M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—375,041-375,041-100%$15.5M———
Liberty Wealth Management LLC
N/A—368,908-368,908-100%$14.4M———
Graver Capital Management, LLC
N/A—365,591-365,591-100%$15.1M———
Equitable Holdings, Inc.
N/A—351,829-351,829-100%$14.5M———
Arax Advisory Partners
N/A—342,928-342,928-100%$14.1M———
Birchcreek Wealth Management, LLC
N/A—340,796-340,796-100%$14.1M———
Main Street Financial Solutions, LLC
N/A—337,901-337,901-100%$13.9M———
Guardian Wealth Advisors, LLC / NC
N/A—337,743-337,743-100%$13.9M———
Beckerman Institutional, LLC
N/A—313,991-313,991-100%$13.0M———
Claris Advisors, LLC / MO /
N/A—309,638-309,638-100%$12.8M———
Fiduciary Financial Advisors
N/A—307,567-307,567-100%$12.7M———
Platform Wealth Management, LLC
N/A—295,064-295,064-100%$12.2M———
Ancora Advisors LLCA
N/A—293,578-293,578-100%$12.1M———
Argo Wealth Advisory, LLC
N/A—285,328-285,328-100%$11.8M———
Brown Advisory Inc
N/A—275,400-275,400-100%$11.4M———
Trailhead Planners LLC
N/A—264,365-264,365-100%$10.9M———
Arkadios Wealth Advisors
N/A—258,044-258,044-100%$10.6M———
Savvy Advisors, Inc.
N/A—235,881-235,881-100%$9.7M———
Keating Financial Advisory Services, Inc.
N/A—228,590-228,590-100%$9.4M———
JPL Wealth Management, LLC
N/A—225,601-225,601-100%$9.3M———
Sentinel Wealth Management, Inc.
N/A—225,575-225,575-100%$9.3M———
ArborFi Advisors, LLC
N/A—214,319-214,319-100%$8.8M———
Aegis Wealth Management LLC
N/A—204,026-204,026-100%$8.4M———
Parkwoods Wealth Partners, LLC
N/A—200,565-200,565-100%$8.3M———
GeoWealth Management, LLC
N/A—188,696-188,696-100%$7.8M———
Flow Traders U.S. LLC
N/A—183,561-183,561-100%$7.6M———
KEB Asset Management, LLC
N/A—180,153-180,153-100%$7.4M———
AQR Capital Management LLC
N/A—179,826-179,826-100%$7.4M———
FourThought Financial Partners, LLC
N/A—178,735-178,735-100%$7.4M———
Cresset Asset Management, LLC
N/A—176,279-176,279-100%$7.3M———
Wealthspan Partners, LLC
N/A—175,753-175,753-100%$7.2M———
Jackson Thornton Wealth Management, LLC
N/A—171,071-171,071-100%$7.1M———
JPMorgan Chase & Co
N/A—166,932-166,932-100%$6.9M———
Ameritas Advisory Services, LLC
N/A—162,885-162,885-100%$6.7M———
NewEdge Wealth, LLC
N/A—151,996-151,996-100%$6.3M———
Susquehanna International Group, LLP
N/A—149,955-149,955-100%$6.2M———
Mutual Advisors, LLC
N/A—142,123-142,123-100%$5.9M———
Capstone Wealth Management, Inc.
N/A—136,409-136,409-100%$5.6M———
RBF Capital, LLC
N/A—130,000-130,000-100%$5.4M———
FMB Wealth Management
N/A—126,843-126,843-100%$5.2M———
Advisory Services Network, LLC
N/A—123,711-123,711-100%$5.1M———
O'shaughnessy Asset Management, LLC
N/A—121,476-121,476-100%$5.0M———
Forefront Wealth Partners, LLC
N/A—120,122-120,122-100%$5.0M———
Morgan Stanley
N/A—115,347-115,347-100%$4.8M———
Ausdal Financial Partners, Inc.
N/A—115,250-115,250-100%$4.8M———
J Hagan Capital, Inc.
N/A—112,869-112,869-100%$4.7M———
Integrated Wealth Concepts LLC
N/A—110,428-110,428-100%$4.6M———
Cloud Capital Management, LLC
N/A—110,423-110,423-100%$4.6M———
Liberty One Investment Management, LLC
N/A—105,105-105,105-100%$4.3M———
Kilner Capital Advisors, LLC
N/A—104,309-104,309-100%$4.4M———
Quantinno Capital Management LP
N/A—104,212-104,212-100%$4.3M———
Medallion Wealth Advisors, LLC
N/A—99,030-99,030-100%$4.1M———
Commerce Bank
N/A—95,986-95,986-100%$4.0M———
Planwiser Financial, LLC
N/A—92,813-92,813-100%$3.8M———
Axis Wealth Partners, LLC
N/A—90,664-90,664-100%$3.7M———
LaSalle St. Investment Advisors, LLC
N/A—90,093-90,093-100%$3.7M———
Vantage Point Financial LLC
N/A—85,313-85,313-100%$3.5M———
Financial Plan, Inc.
N/A—85,267-85,267-100%$3.5M———
CreativeOne Wealth, LLC
N/A—82,918-82,918-100%$3.4M———
Integrity Wealth Solutions LLC
N/A—79,347-79,347-100%$3.3M———
Invst, LLC
N/A—77,558-77,558-100%$3.2M———
Sanchez Levi Garrett
N/A—75,441-75,441-100%$3.1M———
Strategic Investment Solutions, Inc.
N/A—75,432-75,432-100%$3.1M———
SEI Investments Co
N/A—73,036-73,036-100%$3.0M———
Daner Wealth Management, LLC
N/A—71,034-71,034-100%$3.1M———
Capital Analysts, LLC
N/A—68,416-68,416-100%$2.8M———
Rather & Kittrell, Inc.
N/A—65,585-65,585-100%$2.7M———
Global Retirement Partners, LLC
N/A—65,149-65,149-100%$2.7M———
Kovack Advisors, Inc.
N/A—63,958-63,958-100%$2.6M———
Capstone Financial Advisors, Inc.
N/A—63,544-63,544-100%$2.6M———
Wells Fargo & Company
N/A—62,892-62,892-100%$2.6M———
Magnolia Private Wealth, LLC
N/A—62,029-62,029-100%$2.6M———
American Investment Services, Inc.
N/A—61,801-61,801-100%$2.5M———
Vestmark Advisory Solutions, Inc.
N/A—58,817-58,817-100%$2.4M———
Moneta Group Investment Advisors LLC
N/A—58,482-58,482-100%$2.4M———
Rehmann Capital Advisory Group
N/A—56,174-56,174-100%$2.3M———
Eaton-Cambridge Inc.
N/A—55,949-55,949-100%$2.3M———
Maridea Wealth Management LLC
N/A—54,945-54,945-100%$2.3M———
Walter & Keenan Wealth Management LLC
N/A—53,673-53,673-100%$2.2M———
Peapack Gladstone Financial Corp
N/A—53,097-53,097-100%$2.2M———
CarsonAllaria Wealth Management, Ltd.
N/A—51,306-51,306-100%$2.1M———
GWN Securities Inc.
N/A—47,643-47,643-100%$2.0M———
Sanctuary Advisors, LLC
N/A—44,565-44,565-100%$1.8M———
Satovsky Asset Management LLC
N/A—44,394-44,394-100%$1.8M———
Jones Financial Companies Lllp
N/A—44,387-44,387-100%$1.8M———
V2 Financial group LLC
N/A—42,694-42,694-100%$1.8M———
Stratos Wealth Partners, Ltd.
N/A—40,549-40,549-100%$1.7M———
Seneschal Advisors, LLC
N/A—37,914-37,914-100%$1.6M———
Keel Point, LLC
N/A—36,315-36,315-100%$1.5M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—35,425-35,425-100%$1.5M———
BlackRock, Inc.
N/A—32,900-32,900-100%$1.4M———
Second Half Financial Partners, LLC
N/A—32,518-32,518-100%$1.3M———
Summit Financial, LLC
N/A—32,113-32,113-100%$1.3M———
Balanced Rock Investment Advisors LLC
N/A—29,590-29,590-100%$1.2M———
Topsail Wealth Management, LLC
N/A—29,409-29,409-100%$1.2M———
Longview Financial Advisors LLC
N/A—28,625-28,625-100%$1.2M———
Goldman Sachs Group Inc
N/A—27,573-27,573-100%$1.1M———
Passive Capital Management, Llc.
N/A—27,547-27,547-100%$1.0M———
Essex Financial Services, Inc.
N/A—27,108-27,108-100%$1.1M———
Entelevest, LLC
N/A—26,849-26,849-100%$1.1M———
AssuredPartners Investment Advisors, LLC
N/A—26,238-26,238-100%$1.1M———
Broadhurst Jeffrey B
N/A—26,150-26,150-100%$1.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—25,797-25,797-100%$1.1M———
Eldridge Investment Advisors, Inc.
N/A—25,223-25,223-100%$1.0M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—24,620-24,620-100%$1.0M———
Bienville Capital Management, LLC
N/A—24,380-24,380-100%$1.0M———
Marshall Financial Group, LLC
N/A—24,098-24,098-100%$994.0K———
Professional Financial Solutions LLC
N/A—22,396-22,396-100%$923.8K———
VSM Wealth Advisory, LLC
N/A—22,069-22,069-100%$910.3K———
Cahill Financial Advisors Inc
N/A—21,287-21,287-100%$878.1K———
Innovative Asset Advisors Group, LLC
N/A—19,952-19,952-100%$823.0K———
Roundview Capital LLC
N/A—19,810-19,810-100%$817.1K———
Rialto Wealth Management, LLC
N/A—19,802-19,802-100%$816.8K———
Transcend Capital Advisors, LLC
N/A—18,668-18,668-100%$770.1K———
IHT Wealth Management, LLC
N/A—17,926-17,926-100%$739.5K———
Morris Financial Concepts, Inc.
N/A—17,067-17,067-100%$704.0K———
Pinnacle Financial Partners, Inc.
N/A—16,995-16,995-100%$701.0K———
Raffa Wealth Management, LLC
N/A—16,642-16,642-100%$686.5K———
UBS Asset Management Americas LLC
N/A—16,483-16,483-100%$679.9K———
Sterneck Capital Management, LLC
N/A—16,270-16,270-100%$671.1K———
Investment Advisory Group, LLC
N/A—16,089-16,089-100%$663.7K———
Perennial Investment Advisors, LLC
N/A—16,042-16,042-100%$661.8K———
Pinnacle Family Advisors, LLC
N/A—15,921-15,921-100%$656.7K———
ATLas Financial Planning LLC
N/A—15,672-15,672-100%$646.5K———
CIBC World Market Inc.
N/A—15,468-15,468-100%$638.1K———
Cary Street Partners Investment Advisory LLC
N/A—13,631-13,631-100%$562.3K———
Family Manage LLC
N/A—13,108-13,108-100%$540.7K———
Intrepid Financial Planning Group LLC
N/A—13,005-13,005-100%$536.5K———
C M Bidwell & Associates LTD
N/A—12,860-12,860-100%$530.5K———
Faithward Advisors, LLC
N/A—12,841-12,841-100%$529.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,522-12,522-100%$516.5K———
Janney Montgomery Scott LLC
N/A—12,185-12,185-100%$503.0K———
TRU Independence Asset Management 2, LLC
N/A—11,689-11,689-100%$482.2K———
Vistica Wealth Advisors, LLC
N/A—11,663-11,663-100%$481.1K———
Causey Wealth LLC
N/A—11,632-11,632-100%$479.8K———
Advyzon Investment Management, LLC
N/A—11,627-11,627-100%$479.6K———
Stratos Investment Management, LLC
N/A—11,523-11,523-100%$475.4K———
Kintra Wealth, LLC
N/A—10,278-10,278-100%$445.9K———
Stock Yards Bank & Trust Co
N/A—10,200-10,200-100%$420.8K———
Citadel Advisors LLC
N/A—9,795-9,795-100%$404.0K———
Hanover Advisors Inc
N/A—9,654-9,654-100%$398.2K———
Vigil Wealth Management, LLC
N/A—9,483-9,483-100%$391.2K———
Ruedi Wealth Management, Inc.
N/A—9,220-9,220-100%$380.3K———
Nuveen, LLC
N/A—9,196-9,196-100%$379.3K———
Steward Partners Investment Advisory, LLC
N/A—9,037-9,037-100%$372.8K———
Atlas Legacy Advisors, LLC
N/A—8,684-8,684-100%$358.2K———
Millington Financial Advisors, LLC
N/A—8,611-8,611-100%$356.1K———
Mosaic Family Wealth Partners, LLC
N/A—8,436-8,436-100%$348.0K———
Barnes Pettey Financial Advisors, LLC
N/A—8,221-8,221-100%$339.2K———
Aimz Investment Advisors, LLC
N/A—7,968-7,968-100%$328.7K———
Frazier Financial Advisors, LLC
N/A—7,627-7,627-100%$314.6K———
Maripau Wealth Management LLC
N/A—7,426-7,426-100%$306.3K———
Mayport, LLC
N/A—7,385-7,385-100%$304.6K———
Vertex Planning Partners, LLC
N/A—7,363-7,363-100%$303.7K———
Orcam Financial Group
N/A—7,262-7,262-100%$299.6K———
Permanent Capital Management, LP
N/A—7,222-7,222-100%$297.9K———
Range Advisory, LLC
N/A—7,191-7,191-100%$296.6K———
Lakeridge Wealth Management LLC
N/A—7,176-7,176-100%$296.0K———
Gladstone Institutional Advisory LLC
N/A—7,159-7,159-100%$295.3K———
Disciplined Investors, L.L.C.
N/A—7,090-7,090-100%$292.5K———
Foundations Investment Advisors, LLC
N/A—6,966-6,966-100%$287.3K———
Nalls Sherbakoff Group, LLC
N/A—6,919-6,919-100%$285.4K———
WorthPointe, LLC
N/A—6,892-6,892-100%$284.3K———
KM Capital Management Ltd.
N/A—6,796-6,796-100%$280.4K———
Novak & Powell Financial Services, Inc.
N/A—6,795-6,795-100%$280.3K———
Scotia Capital Inc.
N/A—6,726-6,726-100%$277.4K———
Cary Street Partners Financial LLC
N/A—6,715-6,715-100%$277.0K———
Bannerstone Capital Management, LLC
N/A—6,594-6,594-100%$272.0K———
JMG Financial Group, Ltd.
N/A—6,479-6,479-100%$267.3K———
Colonial Trust Co / SC
N/A—6,458-6,458-100%$266.4K———
FMR LLC
N/A—6,329-6,329-100%$261.1K———
Tyche Wealth Partners LLC
N/A—6,238-6,238-100%$257.3K———
Fidelis Capital Partners, LLC
N/A—6,010-6,010-100%$247.9K———
Ameriprise Financial Inc
N/A—5,851-5,851-100%$241.4K———
BSW Wealth Partners
N/A—5,578-5,578-100%$230.1K———
Pinney & Scofield, Inc.
N/A—5,383-5,383-100%$222.1K———
Cladis Investment Advisory, LLC
N/A—5,308-5,308-100%$219.0K———
Chevy Chase Trust Holdings, LLC
N/A—5,287-5,287-100%$218.1K———
CCM Investment Advisers LLC
N/A—5,042-5,042-100%$208.0K———
Principal Securities, Inc.
N/A—4,949-4,949-100%$204.1K———
Sittner & Nelson, LLC
N/A—4,409-4,409-100%$181.9K———
Wellington-Altus USA Inc.
N/A—4,145-4,145-100%$161.5K———
Investment Counsel Co of Nevada
N/A—3,369-3,369-100%$139.0K———
Vanguard Advisers Inc
N/A—3,252-3,252-100%$134.2K———
BFC Planning, Inc.
N/A—3,179-3,179-100%$131.1K———
Tiaa Wealth Investment Management LLC
N/A—2,921-2,921-100%$120.2K———
Orion Capital Management LLC
N/A—2,526-2,526-100%$104.2K———
National Bank of Canada
N/A—1,975-1,975-100%$81.5K———
Huntington National Bank
N/A—1,965-1,965-100%$81.1K———
Synergy Investment Management, LLC
N/A—1,867-1,867-100%$77.0K———
Oakmont Advisory Group, LLC
N/A—1,596-1,596-100%$65.9K———
Steigerwald, Gordon & Koch Inc.
N/A—1,204-1,204-100%$49.7K———
BOK Financial Private Wealth, Inc.
N/A—1,006-1,006-100%$41.5K———
Beaird Harris Wealth Management, LLC
N/A—962-962-100%$39.7K———
Fort Vancouver Investment Management, LLC
N/A—764-764-100%$31.5K———
Benson Wealth Management Inc
N/A—730-730-100%$30.1K———
Mpwm Advisory Solutions, LLC
N/A—700-700-100%$28.9K———
Ameriflex Group, Inc.
N/A—695-695-100%$28.7K———
Howe & Rusling Inc
N/A—598-598-100%$24.7K———
Corsicana & Co.
N/A—520-520-100%$21.5K———
Dunhill Financial, LLC
N/A—430-430-100%$17.7K———
Johnson Financial Group, Inc.
N/A—306-306-100%$12.6K———
Strategic Wealth Partners, Ltd.
N/A—150-150-100%$6.2K———
Atlantic Union Bankshares Corp
N/A—130-130-100%$5.4K———
Showing 869 of 869 institutions