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Dimensional Emerging Core EQ (DFAE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Mather Group, Llc.
INCREASED
Shares12,993,546 from 12,473,477
Change+520,069 (+4%)
Value$510.8M (+$9.2M)
Filed 2026-10-14
Retirement Systems of Alabama
UNCHANGED
Shares12,668,769 from 12,668,769
Change0 (0%)
Value$498.0M (-$11.4M)
Filed 2026-11-04
Foster Group, Inc.
INCREASED
Shares3,611,298 from 3,569,348
Change+41,950 (+1%)
Value$142.0M (-$1.6M)
Filed 2026-10-13
Root Financial Partners, LLC
INCREASED
Shares3,336,529 from 3,080,099
Change+256,430 (+8%)
Value$131.2M (+$7.3M)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares3,317,291 from 2,965,059
Change+352,232 (+12%)
Value$130.4M (+$11.2M)
Filed 2026-10-29
TCI Wealth Advisors, Inc.
INCREASED
Shares2,629,089 from 2,436,573
Change+192,516 (+8%)
Value$103.3M (+$5.4M)
Filed 2026-10-30
Washington Trust Bank
DECREASED
Shares2,496,745 from 2,515,047
Change-18,302 (-1%)
Value$98.1M (-$3.0M)
Filed 2026-11-03
Annex Advisory Services, LLC
INCREASED
Shares2,404,967 from 2,267,929
Change+137,038 (+6%)
Value$94.5M (+$3.3M)
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
INCREASED
Shares2,330,327 from 2,299,652
Change+30,675 (+1%)
Value$91.6M (-$863.9K)
Filed 2026-10-16
Coldstream Capital Management Inc
DECREASED
Shares1,938,204 from 2,121,551
Change-183,347 (-9%)
Value$76.2M (-$9.1M)
Filed 2026-11-09
True Link Financial Advisors, LLC
INCREASED
Shares1,866,177 from 1,851,959
Change+14,218 (+1%)
Value$73.4M (-$1.1M)
Filed 2026-10-27
Catalyst Capital Advisors LLC
INCREASED
Shares1,718,839 from 1,568,138
Change+150,701 (+10%)
Value$67.6M (+$4.5M)
Filed 2026-11-02
Millburn Ridgefield LLC
INCREASED
Shares1,718,839 from 1,568,138
Change+150,701 (+10%)
Value$67.6M (+$4.5M)
Filed 2026-11-06
Maseco LLP
INCREASED
Shares1,485,483 from 1,441,537
Change+43,946 (+3%)
Value$58.4M (+$430.4K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares1,411,558 from 1,407,715
Change+3,843 (+0%)
Value$55.5M (-$1.1M)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares1,408,775 from 1,375,931
Change+32,844 (+2%)
Value$55.4M (+$52.8K)
Filed 2026-10-28
Savant Capital, LLC
INCREASED
Shares1,347,920 from 1,009,811
Change+338,109 (+33%)
Value$53.0M (+$12.8M)
Filed 2026-11-06
RAM Investment Partners, LLC
INCREASED
Shares1,332,497 from 1,329,439
Change+3,058 (+0%)
Value$52.4M (-$1.1M)
Filed 2026-10-21
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares1,246,632 from 1,219,322
Change+27,310 (+2%)
Value$49.0M (-$23.9K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares1,206,238 from 1,143,800
Change+62,438 (+5%)
Value$47.4M (+$1.4M)
Filed 2026-11-06
Aquire Wealth Advisors, LLC
INCREASED
Shares1,180,233 from 1,134,603
Change+45,630 (+4%)
Value$46.4M (+$772.6K)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares1,159,548 from 1,168,966
Change-9,418 (-1%)
Value$45.6M (-$1.4M)
Filed 2026-10-21
Klaas Financial Asset Advisors, LLC
INCREASED
Shares1,125,322 from 1,113,097
Change+12,225 (+1%)
Value$44.2M (-$521.2K)
Filed 2026-10-19
Great Point Wealth Advisors, LLC
INCREASED
Shares1,103,186 from 1,080,125
Change+23,061 (+2%)
Value$43.4M (-$65.6K)
Filed 2026-10-15
West Financial Advisors, LLC
INCREASED
Shares1,046,059 from 986,974
Change+59,085 (+6%)
Value$41.1M (+$1.4M)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares1,012,822 from 1,013,493
Change-671 (0%)
Value$39.8M (-$939.0K)
Filed 2026-10-26
Ledyard National Bank
INCREASED
Shares990,416 from 973,037
Change+17,379 (+2%)
Value$38.9M (-$192.6K)
Filed 2026-10-21
Factory Mutual Insurance Co
UNCHANGED
Shares924,700 from 924,700
Change0 (0%)
Value$36.3M (-$832.2K)
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares899,498 from 837,660
Change+61,838 (+7%)
Value$35.4M (+$1.7M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares843,412 from 838,859
Change+4,553 (+1%)
Value$33.2M (-$576.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares841,513 from 773,891
Change+67,622 (+9%)
Value$32.8M (+$2.3M)
Filed 2026-10-13
Bedel Financial Consulting, Inc.
INCREASED
Shares821,089 from 801,558
Change+19,531 (+2%)
Value$32.3M (+$46.4K)
Filed 2026-11-06
RVW Wealth, LLC
DECREASED
Shares819,234 from 892,305
Change-73,071 (-8%)
Value$32.2M (-$3.7M)
Filed 2026-10-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares809,608 from 817,044
Change-7,436 (-1%)
Value$31.8M (-$1.0M)
Filed 2026-10-20
Morling Financial Advisors, LLC
INCREASED
Shares808,787 from 736,803
Change+71,984 (+10%)
Value$31.8M (+$2.2M)
Filed 2026-10-28
Financial Management Professionals, Inc.
INCREASED
Shares759,209 from 732,886
Change+26,323 (+4%)
Value$29.8M (+$375.2K)
Filed 2026-10-23
Everhart Financial Group, Inc.
INCREASED
Shares757,265 from 656,464
Change+100,801 (+15%)
Value$29.8M (+$3.4M)
Filed 2026-10-08
Fiduciary Financial Group, LLC
DECREASED
Shares743,544 from 808,884
Change-65,340 (-8%)
Value$29.2M (-$3.3M)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares739,548 from 698,559
Change+40,989 (+6%)
Value$29.1M (+$982.5K)
Filed 2026-11-03
Wealth Management Nebraska
INCREASED
Shares718,030 from 702,365
Change+15,665 (+2%)
Value$28.2M (-$16.4K)
Filed 2026-10-26
Pioneer Wealth Management Group
INCREASED
Shares702,292 from 671,538
Change+30,754 (+5%)
Value$27.6M (+$604.5K)
Filed 2026-10-09
Apella Capital, LLC
INCREASED
Shares698,801 from 608,037
Change+90,764 (+15%)
Value$27.7M (+$4.2M)
Filed 2026-10-08
Marquette Asset Management, LLC
DECREASED
Shares695,001 from 695,550
Change-549 (0%)
Value$27.3M (-$647.6K)
Filed 2026-10-09
Clearstead Advisors, LLC
INCREASED
Shares693,071 from 686,310
Change+6,761 (+1%)
Value$27.2M (-$351.9K)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED
Shares688,493 from 644,554
Change+43,939 (+7%)
Value$27.1M (+$1.1M)
Filed 2026-10-29
Diversified Portfolios, Inc.
DECREASED
Shares684,458 from 696,657
Change-12,199 (-2%)
Value$26.9M (-$1.1M)
Filed 2026-11-04
CPA Asset Management Group, LLC
INCREASED
Shares680,570 from 675,582
Change+4,988 (+1%)
Value$26.8M (-$411.9K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
DECREASED
Shares674,436 from 692,698
Change-18,262 (-3%)
Value$26.5M (-$1.3M)
Filed 2026-11-03
BlueSky Wealth Advisors, LLC
INCREASED
Shares669,453 from 651,220
Change+18,233 (+3%)
Value$26.3M (+$130.6K)
Filed 2026-10-29
Evergreen Capital Management LLC
INCREASED
Shares664,426 from 656,713
Change+7,713 (+1%)
Value$26.1M (-$287.9K)
Filed 2026-10-23
Arista Wealth Management, LLC
INCREASED
Shares648,061 from 638,179
Change+9,882 (+2%)
Value$25.5M (-$185.9K)
Filed 2026-10-29
Creative Capital Management Investments LLC
INCREASED
Shares633,921 from 623,432
Change+10,489 (+2%)
Value$24.9M (-$148.8K)
Filed 2026-10-28
Confluence Wealth Services, Inc.
INCREASED
Shares628,328 from 566,077
Change+62,251 (+11%)
Value$24.7M (+$1.9M)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares617,968 from 776,286
Change-158,318 (-20%)
Value$24.3M (-$6.9M)
Filed 2026-10-15
MCF Advisors LLC
DECREASED
Shares617,882 from 636,720
Change-18,838 (-3%)
Value$24.3M (-$1.3M)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares604,724 from 590,139
Change+14,585 (+2%)
Value$23.8M (+$42.2K)
Filed 2026-10-15
Colony Family Offices, LLC
INCREASED
Shares600,320 from 595,810
Change+4,510 (+1%)
Value$23.6M (-$358.9K)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares600,015 from 509,605
Change+90,410 (+18%)
Value$23.6M (+$3.1M)
Filed 2026-10-13
Index Fund Advisors, Inc.
INCREASED
Shares599,827 from 580,565
Change+19,262 (+3%)
Value$23.6M (+$234.7K)
Filed 2026-11-05
Wealth Dimensions Group, Ltd.
INCREASED
Shares590,550 from 573,500
Change+17,050 (+3%)
Value$23.2M (+$154.1K)
Filed 2026-11-02
Austin Wealth Management, LLC
INCREASED
Shares559,445 from 551,255
Change+8,190 (+1%)
Value$21.8M (+$1.2M)
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares547,859 from 601,461
Change-53,602 (-9%)
Value$21.5M (-$2.6M)
Filed 2026-10-28
Eclectic Associates Inc
INCREASED
Shares519,918 from 519,832
Change+86 (+0%)
Value$20.4M (-$463.1K)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares517,726 from 504,576
Change+13,150 (+3%)
Value$20.4M (+$62.8K)
Filed 2026-10-15
Wescott Financial Advisory Group, LLC
INCREASED
Shares508,083 from 496,979
Change+11,104 (+2%)
Value$20.0M (-$10.8K)
Filed 2026-11-09
Freedom Investment Management, Inc.
INCREASED
Shares500,576 from 478,127
Change+22,449 (+5%)
Value$19.7M (+$452.2K)
Filed 2026-11-09
Sterling Wealth Management, Inc.
INCREASED
Shares498,147 from 483,895
Change+14,252 (+3%)
Value$19.6M (+$124.7K)
Filed 2026-10-23
Voisard Asset Management Group, Inc.
INCREASED
Shares497,471 from 493,433
Change+4,038 (+1%)
Value$19.6M (-$285.4K)
Filed 2026-10-13
Bank of Montreal
DECREASED
Shares497,060 from 499,518
Change-2,458 (0%)
Value$19.5M (-$546.2K)
Filed 2026-11-09
Collective Family Office LLC
INCREASED
Shares468,685 from 462,748
Change+5,937 (+1%)
Value$18.4M (-$183.1K)
Filed 2026-10-05
First Bancorp, Inc
INCREASED
Shares454,505 from 446,686
Change+7,819 (+2%)
Value$17.9M (-$94.7K)
Filed 2026-10-26
Market Street Wealth Management Advisors LLC
DECREASED
Shares445,108 from 745,037
Change-299,929 (-40%)
Value$17.5M (-$12.5M)
Filed 2026-10-09
SC&H Financial Advisors, Inc.
INCREASED
Shares441,153 from 438,518
Change+2,635 (+1%)
Value$17.3M (-$291.1K)
Filed 2026-10-14
Avondale Wealth Management
DECREASED
Shares434,159 from 443,390
Change-9,231 (-2%)
Value$17.1M (-$761.9K)
Filed 2026-10-15
CFS Investment Advisory Services, LLC
DECREASED
Shares429,895 from 432,486
Change-2,591 (-1%)
Value$17.3M (+$484.0K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares427,400 from 640,767
Change-213,367 (-33%)
Value$16.8M (-$9.0M)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares426,240 from 419,441
Change+6,799 (+2%)
Value$16.8M (-$110.2K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares422,070 from 426,473
Change-4,403 (-1%)
Value$16.6M (-$556.9K)
Filed 2026-11-03
TCP Asset Management, LLC
INCREASED
Shares420,600 from 402,133
Change+18,467 (+5%)
Value$16.8M (+$595.4K)
Filed 2026-10-14
Newman Dignan & Sheerar, Inc.
DECREASED
Shares409,842 from 412,430
Change-2,588 (-1%)
Value$16.1M (-$472.9K)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
INCREASED
Shares400,367 from 399,164
Change+1,203 (+0%)
Value$15.7M (-$312.0K)
Filed 2026-10-16
Falcon Wealth Planning
DECREASED
Shares397,937 from 401,192
Change-3,255 (-1%)
Value$15.6M (-$489.0K)
Filed 2026-11-06
Crusonia Wealth Advisors LLC
INCREASED
Shares393,865 from 355,987
Change+37,878 (+11%)
Value$15.5M (+$1.2M)
Filed 2026-10-26
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED
Shares392,636 from 390,741
Change+1,895 (+0%)
Value$15.4M (-$277.2K)
Filed 2026-11-03
Prudent Man Investment Management, Inc.
INCREASED
Shares391,378 from 341,941
Change+49,437 (+14%)
Value$15.4M (+$4.2M)
Filed 2026-11-03
AWM Capital, LLC
DECREASED
Shares382,503 from 406,383
Change-23,880 (-6%)
Value$15.0M (-$1.3M)
Filed 2026-10-16
BWM Planning, LLC
INCREASED
Shares360,419 from 360,278
Change+141 (+0%)
Value$14.2M (-$318.7K)
Filed 2026-11-09
Parkshore Wealth Management, Inc.
INCREASED
Shares354,326 from 251,957
Change+102,369 (+41%)
Value$13.9M (+$3.8M)
Filed 2026-10-13
Tortoise Investment Management, LLC
DECREASED
Shares351,134 from 354,317
Change-3,183 (-1%)
Value$13.8M (-$444.0K)
Filed 2026-11-06
Guardian Wealth Management, LLC
DECREASED
Shares331,300 from 341,037
Change-9,737 (-3%)
Value$13.0M (-$689.7K)
Filed 2026-10-14
Pandowealth. LLC
NEW
Shares324,487
Change+324,487
Value$11.3M
Filed 2026-11-09
Koshinski Asset Management, Inc.
INCREASED
Shares319,946 from 288,099
Change+31,847 (+11%)
Value$12.6M (+$992.6K)
Filed 2026-10-29
Highland Investment Advisors LLC
INCREASED
Shares318,522 from 300,866
Change+17,656 (+6%)
Value$12.5M (+$423.3K)
Filed 2026-11-09
Stolz & Associates, PS
INCREASED
Shares308,423 from 300,733
Change+7,690 (+3%)
Value$12.1M (+$31.6K)
Filed 2026-11-05
Allodium Investment Consultants, LLC
INCREASED
Shares306,150 from 288,759
Change+17,391 (+6%)
Value$12.0M (+$423.8K)
Filed 2026-10-14
Elyxium Wealth, LLC
INCREASED
Shares305,137 from 106,831
Change+198,306 (+186%)
Value$12.0M (+$7.7M)
Filed 2026-10-27
SAX Wealth Advisors, LLC
INCREASED
Shares304,424 from 302,392
Change+2,032 (+1%)
Value$12.0M (+$1.7M)
Filed 2026-10-13
Rockland Trust Co
DECREASED
Shares301,444 from 309,704
Change-8,260 (-3%)
Value$11.8M (-$603.4K)
Filed 2026-10-05
Navigation Group, LLC
INCREASED
Shares299,124 from 293,615
Change+5,509 (+2%)
Value$11.8M (-$47.7K)
Filed 2026-10-28
Colorado Capital Management, Inc.
INCREASED
Shares292,347 from 276,824
Change+15,523 (+6%)
Value$11.5M (+$11.5M)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares292,108 from 263,551
Change+28,557 (+11%)
Value$11.5M (+$885.4K)
Filed 2026-11-02
PCA Investment Advisory Services Inc.
INCREASED
Shares290,558 from 276,896
Change+13,662 (+5%)
Value$11.4M (+$287.9K)
Filed 2026-10-13
Entrewealth, LLC
INCREASED
Shares286,755 from 277,568
Change+9,187 (+3%)
Value$11.3M (+$588.8K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares283,044 from 267,151
Change+15,893 (+6%)
Value$11.1M (+$384.3K)
Filed 2026-10-08
Trinity Financial Advisors LLC
INCREASED
Shares274,306 from 235,924
Change+38,382 (+16%)
Value$10.8M (+$1.3M)
Filed 2026-10-09
Kure Advisory, LLC
DECREASED
Shares274,047 from 280,411
Change-6,364 (-2%)
Value$10.8M (-$502.5K)
Filed 2026-10-08
Amicus Financial Advisors, LLC
INCREASED
Shares273,761 from 262,711
Change+11,050 (+4%)
Value$10.8M (+$197.9K)
Filed 2026-11-03
SBK Financial, Inc.
INCREASED
Shares271,477 from 171,408
Change+100,069 (+58%)
Value$10.7M (+$3.8M)
Filed 2026-11-02
Monument Group Wealth Advisors, LLC
INCREASED
Shares269,691 from 139,822
Change+129,869 (+93%)
Value$10.6M (+$639.2K)
Filed 2026-10-21
Towneley Capital Management, Inc / de
DECREASED
Shares258,253 from 261,269
Change-3,016 (-1%)
Value$10.2M (-$353.7K)
Filed 2026-10-09
Sima Wealth Partners, LLC
INCREASED
Shares253,120 from 239,647
Change+13,473 (+6%)
Value$10.0M (+$313.9K)
Filed 2026-10-19
Demming Financial Services Corp
INCREASED
Shares252,125 from 248,146
Change+3,979 (+2%)
Value$9.9M (-$66.9K)
Filed 2026-11-09
GEM Asset Management, LLC
INCREASED
Shares251,423 from 239,267
Change+12,156 (+5%)
Value$9.9M (+$262.5K)
Filed 2026-10-13
Diversify Wealth Management, LLC
DECREASED
Shares250,355 from 260,988
Change-10,633 (-4%)
Value$9.5M (-$306.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares250,355 from 260,988
Change-10,633 (-4%)
Value$9.5M (-$306.1K)
Filed 2026-10-20
Compass Financial Group, Inc.
INCREASED
Shares247,259 from 244,216
Change+3,043 (+1%)
Value$9.7M (-$100.2K)
Filed 2026-11-06
Plancorp, LLC
INCREASED
Shares243,521 from 231,497
Change+12,024 (+5%)
Value$8.8M (-$65.0K)
Filed 2026-11-03
McMill Wealth Management
NEW
Shares242,050
Change+242,050
Value$9.5M
Filed 2026-11-05
Quantum Financial Advisors, LLC
DECREASED
Shares239,934 from 241,153
Change-1,219 (-1%)
Value$9.4M (-$265.0K)
Filed 2026-11-03
DWR Wealth Management, LLC
INCREASED
Shares239,372 from 222,865
Change+16,507 (+7%)
Value$9.5M (+$656.9K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares234,675 from 219,273
Change+15,402 (+7%)
Value$9.2M (+$408.1K)
Filed 2026-11-05
DeLarme Wealth Management, Inc.
INCREASED
Shares227,959 from 215,492
Change+12,467 (+6%)
Value$9.0M (+$296.1K)
Filed 2026-10-30
Essential Planning, Llc.
DECREASED
Shares226,294 from 232,434
Change-6,140 (-3%)
Value$8.9M (-$450.6K)
Filed 2026-10-21
Security Financial Services, Inc.
INCREASED
Shares225,625 from 219,896
Change+5,729 (+3%)
Value$8.9M (+$27.3K)
Filed 2026-10-29
Ddfg, Inc
INCREASED
Shares225,446 from 218,271
Change+7,175 (+3%)
Value$8.9M (+$85.6K)
Filed 2026-10-15
DecisionPoint Financial, LLC
DECREASED
Shares225,315 from 232,429
Change-7,114 (-3%)
Value$8.9M (-$252.0K)
Filed 2026-10-27
Archford Capital Strategies, LLC
INCREASED
Shares225,273 from 223,904
Change+1,369 (+1%)
Value$8.9M (-$147.7K)
Filed 2026-10-19
Midwest Heritage Bank, FSB
DECREASED
Shares222,363 from 229,088
Change-6,725 (-3%)
Value$8.7M (-$470.5K)
Filed 2026-10-26
Discipline Wealth Solutions, LLC
DECREASED
Shares221,584 from 226,893
Change-5,309 (-2%)
Value$8.7M (-$412.9K)
Filed 2026-10-14
Oceanside Advisors LLC
INCREASED
Shares219,543 from 211,937
Change+7,606 (+4%)
Value$8.6M (+$108.3K)
Filed 2026-11-03
MBA Advisors LLC
INCREASED
Shares217,235 from 203,869
Change+13,366 (+7%)
Value$8.5M (+$341.9K)
Filed 2026-10-29
IronBridge Private Wealth, LLC
INCREASED
Shares214,121 from 207,476
Change+6,645 (+3%)
Value$8.4M (+$74.5K)
Filed 2026-11-03
Seven Mile Advisory
INCREASED
Shares209,439 from 207,939
Change+1,500 (+1%)
Value$8.2M (-$128.2K)
Filed 2026-10-22
Heritage Wealth Management, Inc. s
INCREASED
Shares206,262 from 198,791
Change+7,471 (+4%)
Value$8.1M (+$113.6K)
Filed 2026-11-06
Shore Point Advisors, LLC
INCREASED
Shares199,366 from 198,412
Change+954 (+0%)
Value$7.8M (-$141.1K)
Filed 2026-10-14
Jacobsen Capital Management
INCREASED
Shares197,803 from 185,189
Change+12,614 (+7%)
Value$7.8M (+$329.2K)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares196,366 from 144,888
Change+51,478 (+36%)
Value$7.7M (+$1.9M)
Filed 2026-10-22
Strategic Wealth Advisors LLC
INCREASED
Shares191,867 from 151,869
Change+39,998 (+26%)
Value$7.5M (+$7.5M)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares183,302 from 171,979
Change+11,323 (+7%)
Value$7.2M (+$290.3K)
Filed 2026-11-04
Great Waters Wealth Management
DECREASED
Shares182,668 from 213,771
Change-31,103 (-15%)
Value$7.2M (-$1.4M)
Filed 2026-10-07
American Capital Advisory, LLC
INCREASED
Shares181,681 from 164,221
Change+17,460 (+11%)
Value$7.1M (+$538.5K)
Filed 2026-10-28
Penobscot Wealth Management
INCREASED
Shares181,404 from 164,441
Change+16,963 (+10%)
Value$7.1M (+$518.8K)
Filed 2026-10-21
Pinnacle Associates LTD
UNCHANGED
Shares179,163 from 179,163
Change0 (0%)
Value$7.0M (-$161.2K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares179,163 from 179,163
Change0 (0%)
Value$7.0M (-$161.2K)
Filed 2026-10-23
Navigate Wealth Management, LLC
INCREASED
Shares178,243 from 150,955
Change+27,288 (+18%)
Value$7.0M (+$1.4M)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
DECREASED
Shares176,625 from 186,625
Change-10,000 (-5%)
Value$6.9M (-$561.0K)
Filed 2026-10-26
Bannerman Wealth Management Group, LLC
INCREASED
Shares172,081 from 168,655
Change+3,426 (+2%)
Value$6.8M (-$17.1K)
Filed 2026-10-09
Saxony Capital Management, LLC
INCREASED
Shares170,521 from 138,947
Change+31,574 (+23%)
Value$6.7M (+$1.1M)
Filed 2026-10-15
Fort Henry Capital, LLC
INCREASED
Shares169,233 from 168,412
Change+821 (+0%)
Value$6.7M (-$119.3K)
Filed 2026-10-22
Elser Financial Planning, Inc
DECREASED
Shares164,121 from 167,131
Change-3,010 (-2%)
Value$6.5M (-$268.7K)
Filed 2026-10-16
PFG Advisors
INCREASED
Shares162,142 from 160,934
Change+1,208 (+1%)
Value$6.4M (-$97.3K)
Filed 2026-10-16
Sageworth Trust Co
DECREASED
Shares161,376 from 166,676
Change-5,300 (-3%)
Value$6.3M (-$358.4K)
Filed 2026-10-30
Thayer Financial, L.L.C.
INCREASED
Shares157,944 from 150,668
Change+7,276 (+5%)
Value$6.2M (+$155.2K)
Filed 2026-10-21
Sutton Place Investors LLC
INCREASED
Shares155,881 from 155,425
Change+456 (+0%)
Value$6.1M (-$122.0K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares152,798 from 113,606
Change+39,192 (+35%)
Value$6.1M (+$1.6M)
Filed 2026-11-06
AA Financial Advisors, LLC
INCREASED
Shares152,084 from 150,307
Change+1,777 (+1%)
Value$6.0M (-$65.4K)
Filed 2026-10-19
North Capital, Inc.
DECREASED
Shares149,979 from 150,937
Change-958 (-1%)
Value$5.8M (-$237.5K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares149,905 from 80,089
Change+69,816 (+87%)
Value$5.9M (+$2.7M)
Filed 2026-10-23
Navigoe, LLC
INCREASED
Shares149,062 from 144,950
Change+4,112 (+3%)
Value$5.9M (+$31.0K)
Filed 2026-11-04
Builder Investment Group Inc
INCREASED
Shares148,237 from 147,489
Change+748 (+1%)
Value$5.8M (-$103.3K)
Filed 2026-10-22
Bay Harbor Wealth Management, LLC
INCREASED
Shares147,478 from 133,552
Change+13,926 (+10%)
Value$5.8M (+$427.2K)
Filed 2026-11-03
Ledgewood Wealth Advisors, LLC
DECREASED
Shares147,473 from 147,505
Change-32 (0%)
Value$5.8M (-$134.0K)
Filed 2026-10-09
IAG Wealth Partners, LLC
INCREASED
Shares146,544 from 146,328
Change+216 (+0%)
Value$5.8M (-$123.2K)
Filed 2026-11-06
Linscomb Wealth, Inc.
INCREASED
Shares146,123 from 143,684
Change+2,439 (+2%)
Value$5.7M (-$33.4K)
Filed 2026-11-05
Legacy Financial Group, Inc.
DECREASED
Shares144,762 from 164,593
Change-19,831 (-12%)
Value$5.7M (-$927.7K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
DECREASED
Shares142,150 from 142,724
Change-574 (0%)
Value$5.6M (-$151.0K)
Filed 2026-10-16
Pettinga Financial Advisors LLC
DECREASED
Shares141,501 from 145,982
Change-4,481 (-3%)
Value$5.6M (-$307.5K)
Filed 2026-10-13
SouthState Bank Corp
DECREASED
Shares141,489 from 143,305
Change-1,816 (-1%)
Value$5.6M (-$200.4K)
Filed 2026-11-09
Andrews, Lucia Wealth Management LLC
DECREASED
Shares141,473 from 142,993
Change-1,520 (-1%)
Value$5.6M (-$188.4K)
Filed 2026-11-02
Two West Capital Advisors LLC
DECREASED
Shares137,999 from 139,990
Change-1,991 (-1%)
Value$5.5M (+$243.0K)
Filed 2026-10-15
Sculati Wealth Management, LLC
INCREASED
Shares136,826 from 132,803
Change+4,023 (+3%)
Value$5.3M (+$381.6K)
Filed 2026-10-19
Prudent Investor Advisors, LLC
NEW
Shares135,970
Change+135,970
Value$5.3M
Filed 2026-10-22
Tillman Hartley LLC
INCREASED
Shares126,958 from 114,564
Change+12,394 (+11%)
Value$5.0M (+$384.1K)
Filed 2026-11-06
Porter White Investment Advisors, Inc.
INCREASED
Shares123,168 from 59,834
Change+63,334 (+106%)
Value$4.8M (+$2.4M)
Filed 2026-10-14
City State Bank
INCREASED
Shares119,228 from 111,172
Change+8,056 (+7%)
Value$4.7M (+$216.6K)
Filed 2026-10-20
Advisory Solutions Group, LLC
NEW
Shares118,809
Change+118,809
Value$4.7M
Filed 2026-10-14
SeedSafe Financial LLC
DECREASED
Shares118,205 from 121,059
Change-2,854 (-2%)
Value$4.6M (-$218.1K)
Filed 2026-11-02
Moody National Bank Trust Division
INCREASED
Shares118,144 from 117,347
Change+797 (+1%)
Value$4.6M (-$74.3K)
Filed 2026-10-06
Wingate Wealth Advisors, Inc.
INCREASED
Shares116,514 from 113,262
Change+3,252 (+3%)
Value$4.6M (+$25.9K)
Filed 2026-10-26
Burton Enright Welch
DECREASED
Shares114,407 from 114,926
Change-519 (0%)
Value$4.5M (-$123.8K)
Filed 2026-11-04
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares113,300 from 113,300
Change0 (0%)
Value$4.5M (-$102.0K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares112,056 from 90,774
Change+21,282 (+23%)
Value$4.4M (+$754.9K)
Filed 2026-11-09
Burk Holdings LLC
INCREASED
Shares111,748 from 104,370
Change+7,378 (+7%)
Value$4.4M (+$196.1K)
Filed 2026-11-05
Live Oak Private Wealth LLC
INCREASED
Shares108,586 from 89,061
Change+19,525 (+22%)
Value$4.3M (+$687.4K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares108,577 from 107,499
Change+1,078 (+1%)
Value$4.3M (-$54.4K)
Filed 2026-10-23
Indivisible Partners
INCREASED
Shares107,923 from 18,986
Change+88,937 (+468%)
Value$4.2M (+$3.5M)
Filed 2026-10-26
Hutchinson Capital Management
INCREASED
Shares106,663 from 102,801
Change+3,862 (+4%)
Value$4.2M (+$59.3K)
Filed 2026-11-09
Mustard Seed Financial, LLC
INCREASED
Shares106,378 from 101,636
Change+4,742 (+5%)
Value$4.2M (+$94.9K)
Filed 2026-10-30
First Premier Bank
INCREASED
Shares105,556 from 93,310
Change+12,246 (+13%)
Value$4.2M (+$4.1M)
Filed 2026-10-13
Baker Boyer National Bank
DECREASED
Shares103,028 from 105,257
Change-2,229 (-2%)
Value$4.1M (-$182.4K)
Filed 2026-11-05
Northwest Wealth Management, LLC
DECREASED
Shares102,082 from 106,706
Change-4,624 (-4%)
Value$4.0M (-$277.8K)
Filed 2026-10-30
Emprise Bank
DECREASED
Shares96,582 from 96,951
Change-369 (0%)
Value$3.8M (-$101.8K)
Filed 2026-10-07
Breakwater Capital Group
INCREASED
Shares94,948 from 91,641
Change+3,307 (+4%)
Value$3.7M (+$47.5K)
Filed 2026-10-09
Lincoln Capital Corp
DECREASED
Shares94,099 from 94,201
Change-102 (0%)
Value$3.7M (-$88.8K)
Filed 2026-10-13
AlTi Global, Inc.
DECREASED
Shares89,800 from 92,800
Change-3,000 (-3%)
Value$3.5M (-$201.5K)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
INCREASED
Shares88,440 from 87,485
Change+955 (+1%)
Value$3.5M (-$41.2K)
Filed 2026-10-26
First Financial Group Corp
INCREASED
Shares87,599 from 84,733
Change+2,866 (+3%)
Value$3.4M (+$36.4K)
Filed 2026-10-22
Plan Group Financial, LLC
DECREASED
Shares85,244 from 102,329
Change-17,085 (-17%)
Value$3.2M (-$914.6K)
Filed 2026-10-22
180 Wealth Advisors, LLC
DECREASED
Shares84,972 from 85,051
Change-79 (0%)
Value$3.3M (-$79.7K)
Filed 2026-11-03
Waterfront Wealth Inc.
DECREASED
Shares84,483 from 85,361
Change-878 (-1%)
Value$3.2M (-$203.6K)
Filed 2026-11-03
Lodestone Wealth Management LLC
INCREASED
Shares84,077 from 83,996
Change+81 (+0%)
Value$3.3M (-$72.4K)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares83,926 from 75,964
Change+7,962 (+10%)
Value$3.3M (+$244.6K)
Filed 2026-10-14
Aviance Capital Partners, LLC
INCREASED
Shares83,892 from 80,631
Change+3,261 (+4%)
Value$3.3M (+$55.6K)
Filed 2026-10-29
Crown Wealth Group, LLC
DECREASED
Shares83,049 from 112,549
Change-29,500 (-26%)
Value$3.3M (-$1.3M)
Filed 2026-10-19
Quad-Cities Investment Group, LLC
INCREASED
Shares81,564 from 80,098
Change+1,466 (+2%)
Value$3.2M (-$14.5K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares81,533 from 42,845
Change+38,688 (+90%)
Value$3.2M (+$1.5M)
Filed 2026-11-04
Valued Wealth Advisors LLC
INCREASED
Shares81,259 from 51,753
Change+29,506 (+57%)
Value$3.2M (+$1.1M)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares79,745 from 81,428
Change-1,683 (-2%)
Value$3.1M (-$139.4K)
Filed 2026-11-03
Larry Mathis Financial Planning, LLC
INCREASED
Shares79,116 from 35,028
Change+44,088 (+126%)
Value$3.1M (+$1.7M)
Filed 2026-10-26
Johnson Wealth Management, LLC
INCREASED
Shares78,505 from 78,470
Change+35 (+0%)
Value$3.1M (-$69.2K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares78,260 from 63,698
Change+14,562 (+23%)
Value$3.1M (+$515.0K)
Filed 2026-11-02
Financial Symmetry Inc
DECREASED
Shares77,271 from 81,059
Change-3,788 (-5%)
Value$3.0M (-$221.9K)
Filed 2026-10-06
Level Financial Advisors
DECREASED
Shares76,771 from 88,314
Change-11,543 (-13%)
Value$3.0M (-$533.3K)
Filed 2026-10-13
Alkeme Wealth, LLC
UNCHANGED
Shares74,807 from 74,807
Change0 (0%)
Value$2.9M (-$67.3K)
Filed 2026-10-08
Quent Capital, LLC
INCREASED
Shares73,538 from 14,808
Change+58,730 (+397%)
Value$2.6M (+$2.0M)
Filed 2026-11-09
Washington Trust Advisors, Inc.
INCREASED
Shares73,070 from 69,604
Change+3,466 (+5%)
Value$2.9M (+$73.6K)
Filed 2026-10-22
Cannon Financial Strategists, Inc.
INCREASED
Shares72,653 from 68,644
Change+4,009 (+6%)
Value$2.9M (+$95.8K)
Filed 2026-10-19
Pinnacle Financial Group, LLC / IL
DECREASED
Shares72,568 from 74,105
Change-1,537 (-2%)
Value$2.9M (-$127.1K)
Filed 2026-10-29
Bullock Wealth Management Group
INCREASED
Shares71,753 from 67,109
Change+4,644 (+7%)
Value$2.8M (+$190.7K)
Filed 2026-10-09
Sollinda Capital Management LLC
INCREASED
Shares71,440 from 67,830
Change+3,610 (+5%)
Value$2.8M (+$80.9K)
Filed 2026-11-09
Factor Wealth Management LTD
DECREASED
Shares70,004 from 73,427
Change-3,423 (-5%)
Value$2.8M (-$200.7K)
Filed 2026-10-08
Conservest Capital Advisors, Inc.
INCREASED
Shares69,930 from 67,002
Change+2,928 (+4%)
Value$2.7M (+$54.8K)
Filed 2026-11-09
55 North Private Wealth, LLC
DECREASED
Shares69,429 from 69,754
Change-325 (0%)
Value$2.7M (-$75.6K)
Filed 2026-10-20
Cardiff Park Advisors, LLC
INCREASED
Shares68,024 from 67,870
Change+154 (+0%)
Value$2.7M (-$55.0K)
Filed 2026-11-09
Larson Financial Group LLC
DECREASED
Shares67,660 from 69,617
Change-1,957 (-3%)
Value$2.7M (-$139.6K)
Filed 2026-11-05
Clarity Capital Advisors, LLC
INCREASED
Shares67,612 from 67,159
Change+453 (+1%)
Value$2.7M (-$42.6K)
Filed 2026-10-27
Versant Capital Management, Inc
DECREASED
Shares67,154 from 78,620
Change-11,466 (-15%)
Value$2.6M (-$521.5K)
Filed 2026-10-02
Heritage Investment Group, Inc.
UNCHANGED
Shares66,771 from 66,771
Change0 (0%)
Value$2.6M (-$60.1K)
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares65,963 from 65,225
Change+738 (+1%)
Value$2.5M (-$104.9K)
Filed 2026-10-15
Investmark Advisory Group LLC
INCREASED
Shares65,844 from 61,258
Change+4,586 (+7%)
Value$2.6M (+$125.2K)
Filed 2026-10-27
Timonier Family Office, Ltd.
DECREASED
Shares65,736 from 66,612
Change-876 (-1%)
Value$2.6M (-$94.4K)
Filed 2026-11-03
Oak Wealth Advisors LLC
UNCHANGED
Shares65,125 from 65,125
Change0 (0%)
Value$2.6M (-$58.6K)
Filed 2026-11-09
Yoder Wealth Management, Inc.
INCREASED
Shares64,553 from 64,258
Change+295 (+0%)
Value$2.5M (-$46.2K)
Filed 2026-10-13
Forteris Wealth Management Inc.
INCREASED
Shares64,080 from 62,284
Change+1,796 (+3%)
Value$2.5M (+$14.5K)
Filed 2026-10-13
Lauer Wealth, LLC
DECREASED
Shares62,006 from 63,193
Change-1,187 (-2%)
Value$2.4M (-$26.1K)
Filed 2026-10-13
Evanson Financial, LLC
DECREASED
Shares61,625 from 80,940
Change-19,315 (-24%)
Value$2.4M (-$832.1K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
DECREASED
Shares60,519 from 68,819
Change-8,300 (-12%)
Value$2.4M (-$388.2K)
Filed 2026-10-27
Helium Advisors LLC
INCREASED
Shares59,971 from 57,337
Change+2,634 (+5%)
Value$2.4M (+$51.9K)
Filed 2026-10-23
M Wealth Management, LLC
INCREASED
Shares59,662 from 57,241
Change+2,421 (+4%)
Value$2.3M (+$43.6K)
Filed 2026-10-14
John A. Wolfe & Associates, Inc.
INCREASED
Shares59,617 from 41,190
Change+18,427 (+45%)
Value$2.3M (+$687.3K)
Filed 2026-11-06
Wealthfront Advisers LLC
INCREASED
Shares59,233 from 58,251
Change+982 (+2%)
Value$2.3M (-$13.8K)
Filed 2026-11-09
E6 Portfolios, LLC
DECREASED
Shares58,556 from 59,192
Change-636 (-1%)
Value$2.3M (-$78.3K)
Filed 2026-10-26
Madrid Wealth Management, LLC
INCREASED
Shares58,331 from 57,067
Change+1,264 (+2%)
Value$2.3M (-$1.6K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares57,731 from 56,381
Change+1,350 (+2%)
Value$2.3M (+$2.3K)
Filed 2026-10-16
DBK Financial Counsel, LLC
DECREASED
Shares57,240 from 58,119
Change-879 (-2%)
Value$2.3M (-$86.9K)
Filed 2026-10-13
Cedar Point Capital Partners, LLC
INCREASED
Shares57,136 from 55,780
Change+1,356 (+2%)
Value$2.2M (+$3.1K)
Filed 2026-10-29
Woodward Financial Advisors, Inc.
DECREASED
Shares57,034 from 57,137
Change-103 (0%)
Value$2.2M (-$55.5K)
Filed 2026-10-19
Gradient Capital Advisors, LLC
DECREASED
Shares56,029 from 56,704
Change-675 (-1%)
Value$2.2M (-$77.6K)
Filed 2026-10-21
FinDec Wealth Services, Inc.
INCREASED
Shares55,719 from 53,004
Change+2,715 (+5%)
Value$2.2M (+$59.0K)
Filed 2026-10-30
Summit Wealth Group LLC / Co
DECREASED
Shares54,583 from 57,447
Change-2,864 (-5%)
Value$2.1M (-$164.3K)
Filed 2026-10-29
1900 Wealth Management LLC
DECREASED
Shares54,359 from 54,751
Change-392 (-1%)
Value$2.1M (-$64.7K)
Filed 2026-10-13
SwitchPoint Financial Planning, LLC
INCREASED
Shares53,986 from 53,097
Change+889 (+2%)
Value$2.1M (-$12.8K)
Filed 2026-11-02
Meritas Wealth Management, LLC
DECREASED
Shares51,983 from 52,707
Change-724 (-1%)
Value$2.0M (-$75.9K)
Filed 2026-10-14
Accurate Wealth Management, LLC
INCREASED
Shares50,946 from 41,228
Change+9,718 (+24%)
Value$2.0M (+$356.0K)
Filed 2026-10-20
Oder Investment Management, LLC
UNCHANGED
Shares50,692 from 50,692
Change0 (0%)
Value$2.0M (-$45.6K)
Filed 2026-11-09
Werba Rubin Papier Wealth Management
INCREASED
Shares49,724 from 49,422
Change+302 (+1%)
Value$2.0M (-$32.6K)
Filed 2026-11-06
Krilogy Financial LLC
INCREASED
Shares49,139 from 42,750
Change+6,389 (+15%)
Value$1.9M (+$200.4K)
Filed 2026-10-13
Approach Retirement Advisors, LLC
DECREASED
Shares48,879 from 49,941
Change-1,062 (-2%)
Value$1.9M (-$86.7K)
Filed 2026-10-22
Lynx Investment Advisory
INCREASED
Shares48,512 from 41,643
Change+6,869 (+16%)
Value$1.9M (+$232.5K)
Filed 2026-10-27
Three Arch Wealth Management LLC
DECREASED
Shares48,317 from 48,366
Change-49 (0%)
Value$1.9M (-$45.5K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
DECREASED
Shares47,917 from 52,102
Change-4,185 (-8%)
Value$1.9M (-$211.4K)
Filed 2026-10-05
Pacific Asset Management, LLC
INCREASED
Shares47,360 from 46,773
Change+587 (+1%)
Value$1.9M (-$19.0K)
Filed 2026-10-15
Donalies Financial Planning, LLC
INCREASED
Shares46,330 from 45,874
Change+456 (+1%)
Value$1.8M (-$23.4K)
Filed 2026-10-19
JDH Wealth Management, LLC
DECREASED
Shares43,884 from 45,026
Change-1,142 (-3%)
Value$1.7M (-$85.4K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
DECREASED
Shares42,191 from 188,079
Change-145,888 (-78%)
Value$1.7M (-$5.9M)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares41,856 from 41,726
Change+130 (+0%)
Value$1.5M (-$50.7K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares41,741 from 41,712
Change+29 (+0%)
Value$1.6M (-$33.2K)
Filed 2026-10-30
Gemmer Asset Management LLC
DECREASED
Shares41,094 from 42,413
Change-1,319 (-3%)
Value$1.6M (-$90.0K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares40,065
Change+40,065
Value$1.6M
Filed 2026-11-03
Syverson Strege & Co
DECREASED
Shares39,608 from 46,455
Change-6,847 (-15%)
Value$1.6M (-$310.9K)
Filed 2026-11-02
HFG Wealth Management, LLC
UNCHANGED
Shares39,581 from 39,581
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-16
Friday Financial
INCREASED
Shares39,438 from 28,545
Change+10,893 (+38%)
Value$1.6M (+$446.2K)
Filed 2026-10-09
Strathmore Capital Advisors, Inc.
INCREASED
Shares37,880 from 26,524
Change+11,356 (+43%)
Value$1.3M (+$304.3K)
Filed 2026-11-09
SpringVest Wealth Management LLC
INCREASED
Shares37,289 from 31,691
Change+5,598 (+18%)
Value$1.5M (+$191.5K)
Filed 2026-10-27
Cypress Point Wealth Management, LLC
INCREASED
Shares36,839 from 36,812
Change+27 (+0%)
Value$1.4M (-$32.1K)
Filed 2026-11-03
Kane Co Wealth Management, Inc.
DECREASED
Shares36,809 from 36,826
Change-17 (0%)
Value$1.4M (-$33.8K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
INCREASED
Shares36,401 from 21,693
Change+14,708 (+68%)
Value$1.4M (+$558.7K)
Filed 2026-10-21
Firethorn Wealth Partners, LLC
INCREASED
Shares35,613 from 35,054
Change+559 (+2%)
Value$1.4M (-$9.6K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
INCREASED
Shares35,102 from 34,407
Change+695 (+2%)
Value$1.4M (-$3.7K)
Filed 2026-10-20
Everest Financial Group LLC
INCREASED
Shares34,825 from 34,146
Change+679 (+2%)
Value$1.4M (-$4.1K)
Filed 2026-11-06
Abacus Planning Group, Inc.
INCREASED
Shares34,460 from 33,050
Change+1,410 (+4%)
Value$1.4M (+$25.7K)
Filed 2026-11-02
Shearwater Capital LLC
DECREASED
Shares33,343 from 33,970
Change-627 (-2%)
Value$1.3M (-$55.2K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares33,172 from 33,172
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-06
Lauterbach Financial Advisors, LLC
INCREASED
Shares32,478 from 28,842
Change+3,636 (+13%)
Value$1.3M (+$117.0K)
Filed 2026-10-21
Sprinkle Financial Consultants LLC
INCREASED
Shares32,195 from 32,077
Change+118 (+0%)
Value$1.3M (-$24.2K)
Filed 2026-10-09
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares31,753 from 29,835
Change+1,918 (+6%)
Value$1.2M (+$48.5K)
Filed 2026-10-14
Flagstone Financial Management
DECREASED
Shares31,398 from 31,426
Change-28 (0%)
Value$1.2M (-$29.4K)
Filed 2026-11-05
Highland Financial Advisors, LLC
DECREASED
Shares31,065 from 33,256
Change-2,191 (-7%)
Value$1.2M (-$116.1K)
Filed 2026-10-19
Wealth Advisors Northwest LLC
DECREASED
Shares31,030 from 32,500
Change-1,470 (-5%)
Value$1.2M (-$87.0K)
Filed 2026-10-29
Tranquility Partners, LLC
INCREASED
Shares30,638 from 25,057
Change+5,581 (+22%)
Value$1.2M (+$197.5K)
Filed 2026-10-20
3 Factor Indexing, LLC
INCREASED
Shares30,120 from 22,574
Change+7,546 (+33%)
Value$1.2M (+$276.3K)
Filed 2026-10-15
Greenspring Advisors, LLC
DECREASED
Shares30,021 from 30,178
Change-157 (-1%)
Value$1.2M (-$33.3K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares29,639 from 23,262
Change+6,377 (+27%)
Value$1.2M (+$229.7K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
NEW
Shares29,472
Change+29,472
Value$1.2M
Filed 2026-11-04
ARK & TLK Investments, LLC
DECREASED
Shares29,224 from 29,726
Change-502 (-2%)
Value$1.1M (-$46.5K)
Filed 2026-10-20
Ellis Investment Partners, LLC
INCREASED
Shares29,203 from 28,889
Change+314 (+1%)
Value$1.1M (-$13.7K)
Filed 2026-10-21
LAM Group, Inc.
DECREASED
Shares28,380 from 31,385
Change-3,005 (-10%)
Value$1.1M (-$146.4K)
Filed 2026-10-26
Montis Financial, LLC
INCREASED
Shares28,339 from 28,009
Change+330 (+1%)
Value$1.1M (-$12.2K)
Filed 2026-11-04
MBE Wealth Management, LLC
INCREASED
Shares28,319 from 25,876
Change+2,443 (+9%)
Value$1.1M (+$72.7K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares28,270 from 27,288
Change+982 (+4%)
Value$1.1M (+$14.0K)
Filed 2026-10-28
Harbour Investments, Inc.
INCREASED
Shares27,797 from 23,378
Change+4,419 (+19%)
Value$1.1M (+$153.1K)
Filed 2026-11-09
AlphaCore Capital LLC
INCREASED
Shares27,746 from 25,272
Change+2,474 (+10%)
Value$1.1M (+$74.5K)
Filed 2026-11-04
Thrivent Financial for Lutherans
NEW
Shares26,964
Change+26,964
Value$1.1M
Filed 2026-11-05
Heck Capital Advisors, LLC
INCREASED
Shares26,365 from 19,245
Change+7,120 (+37%)
Value$1.0M (+$262.6K)
Filed 2026-10-14
J. R. Prunier Capital Management LLC
INCREASED
Shares25,751 from 24,650
Change+1,101 (+4%)
Value$1.0M (+$21.1K)
Filed 2026-11-09
Compass Ion Advisors, LLC
INCREASED
Shares25,642 from 25,555
Change+87 (+0%)
Value$1.0M (-$19.6K)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
INCREASED
Shares25,628 from 23,049
Change+2,579 (+11%)
Value$1.0M (+$80.6K)
Filed 2026-10-19
New Wave Wealth Advisors LLC
NEW
Shares25,561
Change+25,561
Value$993.8K
Filed 2026-10-19
APS Management Group, Inc.
DECREASED
Shares24,414 from 35,020
Change-10,606 (-30%)
Value$959.7K (-$448.5K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares24,388 from 29,294
Change-4,906 (-17%)
Value$958.7K (-$219.2K)
Filed 2026-10-30
Burney Co/
DECREASED
Shares24,347 from 32,140
Change-7,793 (-24%)
Value$957.1K (-$335.3K)
Filed 2026-10-15
Parcion Private Wealth LLC
INCREASED
Shares24,335 from 19,669
Change+4,666 (+24%)
Value$956.6K (+$165.7K)
Filed 2026-10-28
Vestment Financial LLC
INCREASED
Shares24,140 from 24,119
Change+21 (+0%)
Value$947.5K (+$341)
Filed 2026-10-13
Optima Capital LLC
DECREASED
Shares23,768 from 24,207
Change-439 (-2%)
Value$934.3K (-$39.0K)
Filed 2026-10-29
Powerhouse Assets LLC
INCREASED
Shares23,616 from 18,196
Change+5,420 (+30%)
Value$928.3K (+$196.7K)
Filed 2026-10-19
Naples Global Advisors, LLC
UNCHANGED
Shares23,485 from 23,485
Change0 (0%)
Value$923.2K (-$21.1K)
Filed 2026-11-05
RCS Financial Planning, LLC
DECREASED
Shares23,251 from 26,199
Change-2,948 (-11%)
Value$914.0K (-$139.5K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares23,236 from 23,300
Change-64 (0%)
Value$913.4K (-$23.5K)
Filed 2026-11-03
Arnold Financial Planning LLC
DECREASED
Shares22,998 from 23,379
Change-381 (-2%)
Value$904.0K (-$36.0K)
Filed 2026-10-20
G2 Capital Management, LLC / OH
INCREASED
Shares22,592 from 21,264
Change+1,328 (+6%)
Value$888.1K (+$33.1K)
Filed 2026-10-23
Morton Capital Management LLC
DECREASED
Shares22,028 from 22,362
Change-334 (-1%)
Value$865.9K (-$33.3K)
Filed 2026-10-23
International Private Wealth Advisors LLC
INCREASED
Shares21,978 from 20,438
Change+1,540 (+8%)
Value$864.0K (+$42.1K)
Filed 2026-11-05
rebel Financial LLC
INCREASED
Shares21,974 from 21,835
Change+139 (+1%)
Value$863.8K (-$14.2K)
Filed 2026-11-04
Madson Wealth Advisors Inc
INCREASED
Shares21,753 from 11,795
Change+9,958 (+84%)
Value$855.1K (+$380.8K)
Filed 2026-10-13
GenTrust, LLC
NEW
Shares21,595
Change+21,595
Value$848.9K
Filed 2026-11-06
Midwest Trust Co
UNCHANGED
Shares21,470 from 21,470
Change0 (0%)
Value$844.0K (-$19.3K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares21,368 from 18,729
Change+2,639 (+14%)
Value$840.0K (+$86.8K)
Filed 2026-10-26
Infinity Wealth Counsel, LLC
INCREASED
Shares21,311 from 18,371
Change+2,940 (+16%)
Value$837.7K (+$99.0K)
Filed 2026-10-15
Partners in Financial Planning
INCREASED
Shares20,274 from 17,889
Change+2,385 (+13%)
Value$797.0K (+$77.7K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares20,247 from 27,070
Change-6,823 (-25%)
Value$795.9K (-$292.6K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares20,107 from 20,051
Change+56 (+0%)
Value$790.4K (-$15.9K)
Filed 2026-10-16
Aire Advisors, LLC
INCREASED
Shares19,843 from 19,381
Change+462 (+2%)
Value$780.0K (+$711)
Filed 2026-10-22
Level Wealth Management LLC
DECREASED
Shares19,747 from 20,610
Change-863 (-4%)
Value$776.2K (-$52.5K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
DECREASED
Shares19,653 from 19,764
Change-111 (-1%)
Value$772.6K (-$22.1K)
Filed 2026-10-08
RED Lighthouse Investment Management, LLC
INCREASED
Shares19,009 from 18,616
Change+393 (+2%)
Value$747.2K (-$1.3K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares18,715 from 16,467
Change+2,248 (+14%)
Value$735.7K (+$73.6K)
Filed 2026-11-03
Woodside Wealth Management LLC
INCREASED
Shares18,549 from 15,919
Change+2,630 (+17%)
Value$729.2K (+$89.1K)
Filed 2026-10-16
CSP Financial Group, LLC
INCREASED
Shares17,932 from 17,516
Change+416 (+2%)
Value$704.9K (+$573)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares17,682 from 17,682
Change0 (0%)
Value$695.1K (-$15.9K)
Filed 2026-10-20
Cascade Wealth Advisors, Inc
INCREASED
Shares17,510 from 16,877
Change+633 (+4%)
Value$610.7K (-$44.6K)
Filed 2026-11-09
HMV Wealth Advisors, LLC
DECREASED
Shares16,677 from 17,432
Change-755 (-4%)
Value$655.6K (-$45.4K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares16,650 from 14,009
Change+2,641 (+19%)
Value$654.5K (+$91.2K)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
DECREASED
Shares16,593 from 47,738
Change-31,145 (-65%)
Value$652.3K (-$1.3M)
Filed 2026-10-15
Accel Wealth Management
INCREASED
Shares16,509 from 13,371
Change+3,138 (+23%)
Value$649.0K (+$111.3K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares16,306 from 15,627
Change+679 (+4%)
Value$641.0K (+$12.6K)
Filed 2026-11-03
L.K. Benson & Company, P.C.
INCREASED
Shares16,172 from 13,921
Change+2,251 (+16%)
Value$635.8K (+$75.9K)
Filed 2026-10-23
Quarry Hill Advisors, LLC
DECREASED
Shares16,032 from 16,183
Change-151 (-1%)
Value$630.2K (-$20.5K)
Filed 2026-11-04
CLG LLC
DECREASED
Shares16,016 from 18,363
Change-2,347 (-13%)
Value$629.6K (-$108.8K)
Filed 2026-10-13
SJS Investment Consulting Inc.
INCREASED
Shares16,016 from 16,013
Change+3 (+0%)
Value$629.6K (-$14.3K)
Filed 2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares15,583 from 16,044
Change-461 (-3%)
Value$612.6K (-$32.6K)
Filed 2026-10-13
Sincerus Advisory, LLC
INCREASED
Shares15,350 from 12,865
Change+2,485 (+19%)
Value$603.4K (+$86.1K)
Filed 2026-10-09
Argent Trust Co
UNCHANGED
Shares15,248 from 15,248
Change0 (0%)
Value$599.4K (-$13.7K)
Filed 2026-11-09
Eastover Investment Advisors LLC
UNCHANGED
Shares15,150 from 15,150
Change0 (0%)
Value$595.5K (-$13.6K)
Filed 2026-10-05
Altiora Financial Group, LLC
DECREASED
Shares15,065 from 19,999
Change-4,934 (-25%)
Value$592.2K (-$211.9K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
INCREASED
Shares14,864 from 13,594
Change+1,270 (+9%)
Value$584.3K (+$37.7K)
Filed 2026-10-21
Tanager Wealth Management LLP
DECREASED
Shares14,843 from 15,010
Change-167 (-1%)
Value$583.5K (-$20.1K)
Filed 2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares14,837 from 9,306
Change+5,531 (+59%)
Value$583.3K (+$209.1K)
Filed 2026-10-16
Solidarity Wealth, LLC
INCREASED
Shares14,761 from 11,836
Change+2,925 (+25%)
Value$580.2K (+$104.3K)
Filed 2026-10-15
Merit Financial Group, LLC
DECREASED
Shares14,617 from 16,482
Change-1,865 (-11%)
Value$574.6K (-$88.2K)
Filed 2026-11-06
tru Independence LLC
DECREASED
Shares14,567 from 14,664
Change-97 (-1%)
Value$572.6K (-$17.0K)
Filed 2026-10-20
Abel Hall, LLC
DECREASED
Shares14,392 from 14,675
Change-283 (-2%)
Value$565.7K (-$24.3K)
Filed 2026-10-19
USAdvisors Wealth Management, LLC
DECREASED
Shares14,221 from 15,043
Change-822 (-5%)
Value$559.0K (-$45.0K)
Filed 2026-10-21
Aerodigm Wealth, LLC
UNCHANGED
Shares14,181 from 14,181
Change0 (0%)
Value$557.5K (-$12.8K)
Filed 2026-10-16
One Way Holdings LLC
UNCHANGED
Shares14,174 from 14,174
Change0 (0%)
Value$557.2K (-$12.8K)
Filed 2026-10-29
Revolve Wealth Partners, LLC
UNCHANGED
Shares13,990 from 13,990
Change0 (0%)
Value$549.9K (-$12.6K)
Filed 2026-10-23
Ballast Rock Private Wealth LLC
DECREASED
Shares12,948 from 13,842
Change-894 (-6%)
Value$509.0K (-$47.6K)
Filed 2026-10-26
Altfest L J & Co Inc
INCREASED
Shares12,893 from 11,779
Change+1,114 (+9%)
Value$506.8K (+$33.2K)
Filed 2026-10-27
Samalin Investment Counsel, LLC
INCREASED
Shares12,874 from 12,727
Change+147 (+1%)
Value$506.1K (-$5.7K)
Filed 2026-10-23
Signature Resources Capital Management, LLC
DECREASED
Shares12,828 from 13,638
Change-810 (-6%)
Value$504.3K (-$44.1K)
Filed 2026-10-16
Selective Wealth Management, Inc.
INCREASED
Shares12,691 from 12,232
Change+459 (+4%)
Value$480.6K (+$23.5K)
Filed 2026-10-16
Prosperity Planning, Inc.
DECREASED
Shares12,166 from 12,784
Change-618 (-5%)
Value$478.2K (-$35.8K)
Filed 2026-10-09
IFG Advisory, LLC
DECREASED
Shares12,078 from 14,969
Change-2,891 (-19%)
Value$474.8K (-$127.1K)
Filed 2026-11-09
Park Edge Advisors, LLC
DECREASED
Shares11,919 from 12,167
Change-248 (-2%)
Value$468.5K (-$20.7K)
Filed 2026-10-28
Concord Wealth Partners
INCREASED
Shares11,830 from 11,398
Change+432 (+4%)
Value$465.0K (+$6.7K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares11,745 from 7,995
Change+3,750 (+47%)
Value$461.7K (+$140.2K)
Filed 2026-11-05
WealthSpring Partners, LLC
NEW
Shares11,703
Change+11,703
Value$460.0K
Filed 2026-10-14
Canopy Partners, LLC
DECREASED
Shares11,230 from 11,912
Change-682 (-6%)
Value$441.5K (-$37.5K)
Filed 2026-10-28
Great Valley Advisor Group, Inc.
DECREASED
Shares11,203 from 11,288
Change-85 (-1%)
Value$440.4K (-$13.5K)
Filed 2026-11-09
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares11,198 from 11,198
Change0 (0%)
Value$440.2K (-$10.1K)
Filed 2026-11-02
Wedmont Private Capital
UNCHANGED
Shares11,094 from 11,094
Change0 (0%)
Value$432.9K (-$4.3K)
Filed 2026-10-09
Cogent Private Wealth, Inc.
DECREASED
Shares11,079 from 11,098
Change-19 (0%)
Value$435.5K (-$10.7K)
Filed 2026-11-06
Montag A & Associates Inc
DECREASED
Shares10,925 from 12,100
Change-1,175 (-10%)
Value$429.5K (-$57.1K)
Filed 2026-10-29
Foundation Wealth Management, Llc\pa
DECREASED
Shares10,496 from 11,816
Change-1,320 (-11%)
Value$412.6K (-$62.5K)
Filed 2026-10-14
Frankly Finances, LLC
INCREASED
Shares10,486 from 10,233
Change+253 (+2%)
Value$412.2K (+$736)
Filed 2026-10-28
Financial Harvest, LLC
DECREASED
Shares10,382 from 10,774
Change-392 (-4%)
Value$408.1K (-$25.1K)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares10,294 from 10,294
Change0 (0%)
Value$404.7K (-$9.3K)
Filed 2026-10-19
Elevate Wealth Advisory, Inc
INCREASED
Shares10,202 from 9,950
Change+252 (+3%)
Value$401.0K (+$952)
Filed 2026-10-29
Apollon Financial, LLC
UNCHANGED
Shares10,115 from 10,115
Change0 (0%)
Value$397.6K (-$9.1K)
Filed 2026-10-23
Stage Harbor Financial, LLC
INCREASED
Shares10,109 from 10,097
Change+12 (+0%)
Value$397.4K (-$8.6K)
Filed 2026-11-03
Silver Oak Advisory Group, Inc.
INCREASED
Shares10,106 from 8,604
Change+1,502 (+17%)
Value$397.3K (+$52.3K)
Filed 2026-11-06
IFG Advisors, LLC
DECREASED
Shares10,065 from 10,341
Change-276 (-3%)
Value$395.7K (-$20.2K)
Filed 2026-10-15
Poinciana Advisors Group, LLC
DECREASED
Shares10,012 from 10,180
Change-168 (-2%)
Value$393.6K (-$15.8K)
Filed 2026-11-06
Staley Capital Advisers Inc
NEW
Shares9,753
Change+9,753
Value$383.4K
Filed 2026-11-06
Vestia Personal Wealth Advisors
INCREASED
Shares9,696 from 9,632
Change+64 (+1%)
Value$381.2K (-$6.2K)
Filed 2026-10-20
Matisse Capital
UNCHANGED
Shares9,687 from 9,687
Change0 (0%)
Value$380.8K (-$8.7K)
Filed 2026-10-29
Facet Wealth, Inc.
INCREASED
Shares9,261 from 5,566
Change+3,695 (+66%)
Value$364.1K (+$140.2K)
Filed 2026-11-04
Walsh & Associates, LLC
INCREASED
Shares9,172 from 442
Change+8,730 (+1975%)
Value$360.5K (+$342.8K)
Filed 2026-11-09
First Command Advisory Services, Inc.
DECREASED
Shares9,170 from 12,631
Change-3,461 (-27%)
Value$360.5K (-$147.4K)
Filed 2026-11-05
Stewardship Advisors, LLC
INCREASED
Shares9,122 from 8,880
Change+242 (+3%)
Value$358.6K (+$1.5K)
Filed 2026-10-20
Peirce Capital Management, LLC
DECREASED
Shares8,970 from 9,216
Change-246 (-3%)
Value$352.6K (-$18.0K)
Filed 2026-10-19
Scratch Capital LLC
INCREASED
Shares8,948 from 8,053
Change+895 (+11%)
Value$351.7K (+$27.9K)
Filed 2026-11-02
Allstreet Capital Advisors LLC
DECREASED
Shares8,844 from 8,997
Change-153 (-2%)
Value$347.7K (-$14.1K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares8,810 from 8,810
Change0 (0%)
Value$346.3K (-$7.9K)
Filed 2026-10-07
Beacon Financial Advisory LLC
INCREASED
Shares8,653 from 5,348
Change+3,305 (+62%)
Value$340.2K (+$125.1K)
Filed 2026-10-16
Strategent Financial, LLC
UNCHANGED
Shares8,486 from 8,486
Change0 (0%)
Value$333.6K (-$7.6K)
Filed 2026-10-30
Blume Capital Management, Inc.
UNCHANGED
Shares8,354 from 8,354
Change0 (0%)
Value$328.4K (-$7.5K)
Filed 2026-10-26
Citrine Capital LLC
INCREASED
Shares8,300 from 6,918
Change+1,382 (+20%)
Value$326.3K (+$48.1K)
Filed 2026-10-14
Levin Capital Strategies, L.P.
NEW
Shares8,046
Change+8,046
Value$316.3K
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares8,004 from 7,614
Change+390 (+5%)
Value$314.6K (+$8.5K)
Filed 2026-10-30
Huntleigh Advisors, Inc.
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$302.7K (-$6.9K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
DECREASED
Shares7,622 from 7,712
Change-90 (-1%)
Value$299.6K (-$10.5K)
Filed 2026-10-15
Univest Financial Corp
INCREASED
Shares7,591 from 7,585
Change+6 (+0%)
Value$298.4K (-$6.6K)
Filed 2026-11-05
Athena Wealth Management, LLC
DECREASED
Shares7,551 from 7,875
Change-324 (-4%)
Value$296.8K (-$19.8K)
Filed 2026-10-09
Pillar Financial Advisors, LLC
UNCHANGED
Shares7,520 from 7,520
Change0 (0%)
Value$295.6K (-$6.8K)
Filed 2026-10-21
Lionshead Wealth Management, LLC
DECREASED
Shares7,304 from 7,389
Change-85 (-1%)
Value$287.1K (-$10.0K)
Filed 2026-10-21
Liberty Capital Management, Inc.
DECREASED
Shares7,081 from 7,269
Change-188 (-3%)
Value$278.4K (-$13.9K)
Filed 2026-11-02
Bright Futures Wealth Management, Llc.
DECREASED
Shares7,035 from 7,612
Change-577 (-8%)
Value$276.6K (-$29.5K)
Filed 2026-10-23
Landmark Wealth Management, Inc.
DECREASED
Shares6,988 from 7,050
Change-62 (-1%)
Value$274.7K (-$8.8K)
Filed 2026-11-04
Freedom Day Solutions, LLC
DECREASED
Shares6,897 from 10,205
Change-3,308 (-32%)
Value$271.1K (-$139.2K)
Filed 2026-10-20
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares6,814 from 6,814
Change0 (0%)
Value$268.0K (-$6.0K)
Filed 2026-11-05
Prosperity Advisers, LLC
INCREASED
Shares6,749 from 5,358
Change+1,391 (+26%)
Value$265.3K (+$49.9K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
DECREASED
Shares6,635 from 90,235
Change-83,600 (-93%)
Value$260.8K (-$3.4M)
Filed 2026-10-28
Arcadia Wealth Management, LLC
DECREASED
Shares6,603 from 36,841
Change-30,238 (-82%)
Value$259.6K (-$1.2M)
Filed 2026-10-22
Crescent Grove Advisors, LLC
INCREASED
Shares6,591 from 6,291
Change+300 (+5%)
Value$259.1K (+$6.1K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares6,521 from 5,808
Change+713 (+12%)
Value$256.3K (+$22.8K)
Filed 2026-10-21
Riverchase Wealth Management, LLC
DECREASED
Shares6,440 from 7,926
Change-1,486 (-19%)
Value$253.2K (-$65.5K)
Filed 2026-10-28
Ferguson Johnson Wealth Management Inc
INCREASED
Shares6,376 from 6,369
Change+7 (+0%)
Value$250.6K (-$5.4K)
Filed 2026-11-05
CGN Advisors LLC
DECREASED
Shares6,352 from 71,351
Change-64,999 (-91%)
Value$249.7K (-$2.6M)
Filed 2026-10-21
Semitam Bonam LLC
UNCHANGED
Shares6,339 from 6,339
Change0 (0%)
Value$249.2K (-$5.7K)
Filed 2026-10-27
Gutierrez Wealth Advisory, LLC
INCREASED
Shares5,993 from 5,692
Change+301 (+5%)
Value$235.6K (+$6.7K)
Filed 2026-11-02
Forthright Family Wealth Advisory LLC
DECREASED
Shares5,940 from 5,984
Change-44 (-1%)
Value$233.5K (-$7.1K)
Filed 2026-11-03
Leading Edge Financial Planning LLC
NEW
Shares5,728
Change+5,728
Value$225.2K
Filed 2026-10-23
Briggs Wealth Management, Inc
NEW
Shares5,569
Change+5,569
Value$218.9K
Filed 2026-10-26
Aspiriant, LLC
NEW
Shares5,550
Change+5,550
Value$218.2K
Filed 2026-10-16
Triad Wealth Partners, LLC
DECREASED
Shares5,501 from 5,811
Change-310 (-5%)
Value$216.2K (-$3.7K)
Filed 2026-10-26
Cannon Advisors, Inc.
NEW
Shares5,465
Change+5,465
Value$212.5K
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares5,424 from 5,424
Change0 (0%)
Value$213.2K (-$4.9K)
Filed 2026-11-04
Tableaux LLC
INCREASED
Shares5,358 from 5,122
Change+236 (+5%)
Value$210.6K (+$4.7K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares5,357 from 5,005
Change+352 (+7%)
Value$210.6K (+$9.3K)
Filed 2026-10-23
Astra Wealth Partners LLC
DECREASED
Shares5,333 from 6,230
Change-897 (-14%)
Value$209.6K (-$40.9K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED
Shares5,298 from 5,060
Change+238 (+5%)
Value$208.3K (+$4.8K)
Filed 2026-10-08
Pinnacle Bancorp, Inc.
INCREASED
Shares5,199 from 3,861
Change+1,338 (+35%)
Value$204.4K (+$49.1K)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares5,199 from 4,312
Change+887 (+21%)
Value$204.4K (+$31.0K)
Filed 2026-11-05
Soltis Investment Advisors LLC
INCREASED
Shares5,185 from 5,161
Change+24 (+0%)
Value$203.8K (-$3.7K)
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares5,168 from 4,900
Change+268 (+5%)
Value$203.2K (+$6.1K)
Filed 2026-11-05
Vilga Financial Planning LLC
UNCHANGED
Shares5,164 from 5,164
Change0 (0%)
Value$203.0K (-$4.6K)
Filed 2026-10-09
Natural Investments, LLC
DECREASED
Shares5,161 from 5,403
Change-242 (-4%)
Value$202.9K (-$14.1K)
Filed 2026-11-06
Sendero Wealth Management, LLC
NEW
Shares5,145
Change+5,145
Value$202.2K
Filed 2026-10-14
Fiduciary Alliance LLC
DECREASED
Shares5,138 from 5,231
Change-93 (-2%)
Value$202.0K (-$8.4K)
Filed 2026-10-13
Squire Investment Management Company, LLC
UNCHANGED
Shares5,096 from 5,096
Change0 (0%)
Value$200.3K (-$4.6K)
Filed 2026-11-03
WMG Financial Advisors, LLC
UNCHANGED
Shares4,979 from 4,979
Change0 (0%)
Value$200.2K ($0)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares4,026 from 4,026
Change0 (0%)
Value$158.3K (-$3.6K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares3,903
Change+3,903
Value$153.4K
Filed 2026-11-04
Geneos Wealth Management Inc.
INCREASED
Shares3,750 from 810
Change+2,940 (+363%)
Value$147.4K (+$114.8K)
Filed 2026-11-09
Harbor Investment Advisory, LLC
DECREASED
Shares3,670 from 7,725
Change-4,055 (-52%)
Value$144.3K (-$166.4K)
Filed 2026-10-13
North Star Investment Management Corp.
UNCHANGED
Shares3,528 from 3,528
Change0 (0%)
Value$138.7K (-$3.2K)
Filed 2026-10-27
Russell Investments Group, Ltd.
DECREASED
Shares3,184 from 3,339
Change-155 (-5%)
Value$125.2K (-$9.1K)
Filed 2026-11-06
Gilpin Wealth Management, LLC
INCREASED
Shares2,928 from 2,555
Change+373 (+15%)
Value$115.1K (+$12.4K)
Filed 2026-10-09
Parkside Financial Bank & Trust
DECREASED
Shares2,604 from 5,621
Change-3,017 (-54%)
Value$102.4K (-$123.7K)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares2,563 from 2,563
Change0 (0%)
Value$100.8K (-$2.3K)
Filed 2026-10-21
Retirement Wealth Solutions LLC
UNCHANGED
Shares1,669 from 1,669
Change0 (0%)
Value$65.6K (-$1.5K)
Filed 2026-10-07
Portfolio Resources Advisor Group, Inc.
NEW
Shares1,638
Change+1,638
Value$64.4K
Filed 2026-10-20
Atlantic Private Wealth, LLC
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$55.5K (-$1.3K)
Filed 2026-11-09
Signaturefd, LLC
INCREASED
Shares1,215 from 1,207
Change+8 (+1%)
Value$47.8K (-$766)
Filed 2026-10-23
Horizon Financial Services, LLC
INCREASED
Shares1,097 from 993
Change+104 (+10%)
Value$43.1K (+$3.2K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
NEW
Shares1,072
Change+1,072
Value$42.1K
Filed 2026-10-07
Angeles Wealth Management, LLC
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$41.4K (-$948)
Filed 2026-10-26
UMB Bank, n.a.
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$34.8K (-$797)
Filed 2026-11-06
IMG Wealth Management, Inc.
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$33.6K (-$770)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
NEW
Shares583
Change+583
Value$22.9K
Filed 2026-11-03
N.E.W. Advisory Services LLC
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$22.1K (-$506)
Filed 2026-11-09
City Holding Co
DECREASED
Shares560 from 1,120
Change-560 (-50%)
Value$22.0K (-$23.0K)
Filed 2026-10-19
Redwood Park Advisors LLC
INCREASED
Shares548 from 544
Change+4 (+1%)
Value$21.5K (-$345)
Filed 2026-11-02
Motco
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$21.0K (-$480)
Filed 2026-11-09
Central Trust Co
DECREASED
Shares501 from 2,522
Change-2,021 (-80%)
Value$19.7K (-$81.7K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares480 from 420
Change+60 (+14%)
Value$18.9K (+$2.4K)
Filed 2026-10-16
Montgomery Financial Services LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$18.3K (-$419)
Filed 2026-11-03
Hantz Financial Services, Inc.
DECREASED
Shares446 from 461
Change-15 (-3%)
Value$18 (-$1)
Filed 2026-11-09
RHL Group, LLC
INCREASED
Shares428 from 398
Change+30 (+8%)
Value$16.8K (+$913)
Filed 2026-11-04
StrongBox Wealth, LLC
NEW
Shares423
Change+423
Value$16.6K
Filed 2026-11-02
Coston, McIsaac & Partners
DECREASED
Shares358 from 740
Change-382 (-52%)
Value$14.1K (+$14.1K)
Filed 2026-11-06
Bessemer Group Inc
INCREASED
Shares293 from 40
Change+253 (+633%)
Value$12 (+$10)
Filed 2026-11-09
Team Financial Group, LLC
NEW
Shares276
Change+276
Value$10.9K
Filed 2026-10-30
Gleason Group, Inc.
INCREASED
Shares240 from 238
Change+2 (+1%)
Value$9.4K (-$152)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares227 from 225
Change+2 (+1%)
Value$8.9K (-$143)
Filed 2026-10-14
Bayban
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$8.4K ($0)
Filed 2026-11-05
Community Financial Services Group, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$8.2K (+$25)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares182 from 206
Change-24 (-12%)
Value$7.2K (-$1.1K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
INCREASED
Shares158 from 157
Change+1 (+1%)
Value$6.2K (-$99)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$5.9K (-$134)
Filed 2026-10-30
Compass Financial Management LLC
NEW
Shares136
Change+136
Value$5.3K
Filed 2026-10-30
Centennial Bank
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$5.2K (-$120)
Filed 2026-11-09
Balance Wealth Partners LLC
NEW
Shares130
Change+130
Value$5.1K
Filed 2026-10-27
West Branch Capital LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$4.9K (-$113)
Filed 2026-10-20
Aspect Partners, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$4.2K (-$96)
Filed 2026-10-20
Darwin Wealth Management, LLC
NEW
Shares89
Change+89
Value$3.5K
Filed 2026-11-09
PFS Partners, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$2.9K (-$67)
Filed 2026-10-21
Key Capital Management, Inc
NEW
Shares71
Change+71
Value$2.8K
Filed 2026-11-03
Kingdom Financial Group Llc.
NEW
Shares35
Change+35
Value$1.4K
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares23
Change+23
Value$1
Filed 2026-10-14
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$880 (-$14)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$815 (-$19)
Filed 2026-10-23
Golden State Wealth Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$472 (-$11)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$275 (-$6)
Filed 2026-11-02
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 12,323
Change-12,323 (-100%)
Value$0 (-$495.5K)
Filed 2026-11-05
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 7,372
Change-7,372 (-100%)
Value$0 (-$296.4K)
Filed 2026-11-06
Earned Wealth Advisors, LLC
CLOSED
Shares0 from 5,012
Change-5,012 (-100%)
Value$0 (-$201.5K)
Filed 2026-11-06
Integrity Investment Advisors, LLC
CLOSED
Shares0 from 5,005
Change-5,005 (-100%)
Value$0 (-$201.3K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 4,988
Change-4,988 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 671
Change-671 (-100%)
Value$0 (-$27.0K)
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-15
Evolution Advisers, Inc.
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$6)
Filed 2026-11-06
Cullen T Bankers, Inc.
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-13
Kings Path Partners LLC
UNCHANGED
Shares0 from 0
Change0
Value$13 ($0)
Filed 2026-10-21
FMR LLC
N/A
Shares— from 9,655,546
Change-9,655,546 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,986,445
Change-7,986,445 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,959,996
Change-6,959,996 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,358,277
Change-4,358,277 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,803,185
Change-2,803,185 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,587,135
Change-2,587,135 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,553,687
Change-2,553,687 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,473,379
Change-2,473,379 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,373,919
Change-2,373,919 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,327,473
Change-2,327,473 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,236,440
Change-2,236,440 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,169,299
Change-2,169,299 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,669,301
Change-1,669,301 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,425,068
Change-1,425,068 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,371,311
Change-1,371,311 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,300,402
Change-1,300,402 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,055,561
Change-1,055,561 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 824,717
Change-824,717 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 697,284
Change-697,284 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 661,418
Change-661,418 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 659,595
Change-659,595 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 644,490
Change-644,490 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 623,861
Change-623,861 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 623,436
Change-623,436 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 606,993
Change-606,993 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 593,601
Change-593,601 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 500,328
Change-500,328 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 466,601
Change-466,601 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 451,816
Change-451,816 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 449,919
Change-449,919 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 419,214
Change-419,214 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 406,849
Change-406,849 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 398,310
Change-398,310 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 377,018
Change-377,018 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 364,776
Change-364,776 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 349,950
Change-349,950 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 344,154
Change-344,154 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 340,859
Change-340,859 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 332,135
Change-332,135 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 317,955
Change-317,955 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 299,702
Change-299,702 (-100%)
Value—
Betterment LLC
N/A
Shares— from 294,068
Change-294,068 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 290,795
Change-290,795 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 288,462
Change-288,462 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 266,905
Change-266,905 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 258,619
Change-258,619 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 258,586
Change-258,586 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 257,794
Change-257,794 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 254,556
Change-254,556 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 253,952
Change-253,952 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 249,442
Change-249,442 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 249,214
Change-249,214 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 227,137
Change-227,137 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 227,032
Change-227,032 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 226,753
Change-226,753 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 222,146
Change-222,146 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 217,043
Change-217,043 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 209,245
Change-209,245 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 202,320
Change-202,320 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 197,285
Change-197,285 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 193,157
Change-193,157 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 190,093
Change-190,093 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 179,434
Change-179,434 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 178,912
Change-178,912 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 177,726
Change-177,726 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 176,632
Change-176,632 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 176,598
Change-176,598 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 174,012
Change-174,012 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 170,344
Change-170,344 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 138,811
Change-138,811 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 138,205
Change-138,205 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 130,010
Change-130,010 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 123,967
Change-123,967 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 123,015
Change-123,015 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 122,030
Change-122,030 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 121,993
Change-121,993 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 121,079
Change-121,079 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 117,185
Change-117,185 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 114,286
Change-114,286 (-100%)
Value—
Commerce Bank
N/A
Shares— from 113,204
Change-113,204 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 105,167
Change-105,167 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 103,424
Change-103,424 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 100,040
Change-100,040 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 97,818
Change-97,818 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 94,974
Change-94,974 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 91,573
Change-91,573 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 90,548
Change-90,548 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 88,490
Change-88,490 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 84,259
Change-84,259 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 80,735
Change-80,735 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 79,816
Change-79,816 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 77,268
Change-77,268 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 71,620
Change-71,620 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 71,491
Change-71,491 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 71,418
Change-71,418 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 71,312
Change-71,312 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 69,610
Change-69,610 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 64,482
Change-64,482 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 64,054
Change-64,054 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 61,454
Change-61,454 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 61,007
Change-61,007 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 60,276
Change-60,276 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 58,333
Change-58,333 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 57,896
Change-57,896 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 56,498
Change-56,498 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 55,354
Change-55,354 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 53,610
Change-53,610 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 51,428
Change-51,428 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 51,230
Change-51,230 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 51,061
Change-51,061 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 47,984
Change-47,984 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 47,423
Change-47,423 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 47,296
Change-47,296 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 46,839
Change-46,839 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 41,334
Change-41,334 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 40,329
Change-40,329 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 38,354
Change-38,354 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 36,505
Change-36,505 (-100%)
Value—
Invst, LLC
N/A
Shares— from 36,075
Change-36,075 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 35,235
Change-35,235 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 31,706
Change-31,706 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 31,608
Change-31,608 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 30,357
Change-30,357 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 28,959
Change-28,959 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 27,028
Change-27,028 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 26,717
Change-26,717 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 23,811
Change-23,811 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 23,732
Change-23,732 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 23,658
Change-23,658 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,616
Change-23,616 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 23,603
Change-23,603 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 23,592
Change-23,592 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 23,316
Change-23,316 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 22,163
Change-22,163 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 22,019
Change-22,019 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 20,676
Change-20,676 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 20,564
Change-20,564 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 20,471
Change-20,471 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,170
Change-20,170 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 19,751
Change-19,751 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 19,332
Change-19,332 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 19,259
Change-19,259 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 18,780
Change-18,780 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 18,172
Change-18,172 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,189
Change-17,189 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 17,188
Change-17,188 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 16,940
Change-16,940 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 16,832
Change-16,832 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 16,370
Change-16,370 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 15,531
Change-15,531 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 15,492
Change-15,492 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 15,289
Change-15,289 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 14,947
Change-14,947 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 14,440
Change-14,440 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 14,374
Change-14,374 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,264
Change-14,264 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 13,387
Change-13,387 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 12,668
Change-12,668 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 12,599
Change-12,599 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,559
Change-12,559 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,408
Change-12,408 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 12,148
Change-12,148 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 12,126
Change-12,126 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,653
Change-11,653 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
&partners
N/A
Shares— from 11,131
Change-11,131 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 10,602
Change-10,602 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 10,449
Change-10,449 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,437
Change-10,437 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 9,761
Change-9,761 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 9,659
Change-9,659 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 8,509
Change-8,509 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 7,571
Change-7,571 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 7,488
Change-7,488 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,277
Change-7,277 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,149
Change-7,149 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 7,021
Change-7,021 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,869
Change-6,869 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 6,334
Change-6,334 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 6,002
Change-6,002 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4,283
Change-4,283 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 847
Change-847 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 729
Change-729 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 702
Change-702 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 413
Change-413 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 310
Change-310 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 223
Change-223 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Status
Mather Group, Llc.
INCREASED12,993,54612,473,477+520,069+4%$501.6M$510.8M+$9.2M2026-10-14
Retirement Systems of Alabama
UNCHANGED12,668,76912,668,76900%$509.4M$498.0M-$11.4M2026-11-04
Foster Group, Inc.
INCREASED3,611,2983,569,348+41,950+1%$143.5M$142.0M-$1.6M2026-10-13
Root Financial Partners, LLC
INCREASED3,336,5293,080,099+256,430+8%$123.9M$131.2M+$7.3M2026-10-21
Vise Technologies, Inc.
INCREASED3,317,2912,965,059+352,232+12%$119.2M$130.4M+$11.2M2026-10-29
TCI Wealth Advisors, Inc.
INCREASED2,629,0892,436,573+192,516+8%$98.0M$103.3M+$5.4M2026-10-30
Washington Trust Bank
DECREASED2,496,7452,515,047-18,302-1%$101.1M$98.1M-$3.0M2026-11-03
Annex Advisory Services, LLC
INCREASED2,404,9672,267,929+137,038+6%$91.2M$94.5M+$3.3M2026-10-16
McKinley Carter Wealth Services, Inc.
INCREASED2,330,3272,299,652+30,675+1%$92.5M$91.6M-$863.9K2026-10-16
Coldstream Capital Management Inc
DECREASED1,938,2042,121,551-183,347-9%$85.3M$76.2M-$9.1M2026-11-09
True Link Financial Advisors, LLC
INCREASED1,866,1771,851,959+14,218+1%$74.5M$73.4M-$1.1M2026-10-27
Catalyst Capital Advisors LLC
INCREASED1,718,8391,568,138+150,701+10%$63.1M$67.6M+$4.5M2026-11-02
Millburn Ridgefield LLC
INCREASED1,718,8391,568,138+150,701+10%$63.1M$67.6M+$4.5M2026-11-06
Maseco LLP
INCREASED1,485,4831,441,537+43,946+3%$58.0M$58.4M+$430.4K2026-10-27
Creative Planning
INCREASED1,411,5581,407,715+3,843+0%$56.6M$55.5M-$1.1M2026-11-02
Founders Financial Securities LLC
INCREASED1,408,7751,375,931+32,844+2%$55.3M$55.4M+$52.8K2026-10-28
Savant Capital, LLC
INCREASED1,347,9201,009,811+338,109+33%$40.2M$53.0M+$12.8M2026-11-06
RAM Investment Partners, LLC
INCREASED1,332,4971,329,439+3,058+0%$53.5M$52.4M-$1.1M2026-10-21
Petersen Hastings Wealth Advisors Inc.
INCREASED1,246,6321,219,322+27,310+2%$49.0M$49.0M-$23.9K2026-10-27
LPL Financial LLC
INCREASED1,206,2381,143,800+62,438+5%$46.0M$47.4M+$1.4M2026-11-06
Aquire Wealth Advisors, LLC
INCREASED1,180,2331,134,603+45,630+4%$45.6M$46.4M+$772.6K2026-10-23
Assetmark, Inc
DECREASED1,159,5481,168,966-9,418-1%$47.0M$45.6M-$1.4M2026-10-21
Klaas Financial Asset Advisors, LLC
INCREASED1,125,3221,113,097+12,225+1%$44.8M$44.2M-$521.2K2026-10-19
Great Point Wealth Advisors, LLC
INCREASED1,103,1861,080,125+23,061+2%$43.4M$43.4M-$65.6K2026-10-15
West Financial Advisors, LLC
INCREASED1,046,059986,974+59,085+6%$39.7M$41.1M+$1.4M2026-10-22
Park Avenue Securities LLC
DECREASED1,012,8221,013,493-6710%$40.8M$39.8M-$939.0K2026-10-26
Ledyard National Bank
INCREASED990,416973,037+17,379+2%$39.1M$38.9M-$192.6K2026-10-21
Factory Mutual Insurance Co
UNCHANGED924,700924,70000%$37.2M$36.3M-$832.2K2026-10-30
Perigon Wealth Management, LLC
INCREASED899,498837,660+61,838+7%$33.7M$35.4M+$1.7M2026-10-22
Commonwealth Equity Services, LLC
INCREASED843,412838,859+4,553+1%$33.7M$33.2M-$576.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED841,513773,891+67,622+9%$30.5M$32.8M+$2.3M2026-10-13
Bedel Financial Consulting, Inc.
INCREASED821,089801,558+19,531+2%$32.2M$32.3M+$46.4K2026-11-06
RVW Wealth, LLC
DECREASED819,234892,305-73,071-8%$35.9M$32.2M-$3.7M2026-10-06
Prime Capital Investment Advisors, LLC
DECREASED809,608817,044-7,436-1%$32.9M$31.8M-$1.0M2026-10-20
Morling Financial Advisors, LLC
INCREASED808,787736,803+71,984+10%$29.6M$31.8M+$2.2M2026-10-28
Financial Management Professionals, Inc.
INCREASED759,209732,886+26,323+4%$29.5M$29.8M+$375.2K2026-10-23
Everhart Financial Group, Inc.
INCREASED757,265656,464+100,801+15%$26.4M$29.8M+$3.4M2026-10-08
Fiduciary Financial Group, LLC
DECREASED743,544808,884-65,340-8%$32.5M$29.2M-$3.3M2026-10-13
Brighton Jones LLC
INCREASED739,548698,559+40,989+6%$28.1M$29.1M+$982.5K2026-11-03
Wealth Management Nebraska
INCREASED718,030702,365+15,665+2%$28.2M$28.2M-$16.4K2026-10-26
Pioneer Wealth Management Group
INCREASED702,292671,538+30,754+5%$27.0M$27.6M+$604.5K2026-10-09
Apella Capital, LLC
INCREASED698,801608,037+90,764+15%$23.5M$27.7M+$4.2M2026-10-08
Marquette Asset Management, LLC
DECREASED695,001695,550-5490%$28.0M$27.3M-$647.6K2026-10-09
Clearstead Advisors, LLC
INCREASED693,071686,310+6,761+1%$27.6M$27.2M-$351.9K2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED688,493644,554+43,939+7%$25.9M$27.1M+$1.1M2026-10-29
Diversified Portfolios, Inc.
DECREASED684,458696,657-12,199-2%$28.0M$26.9M-$1.1M2026-11-04
CPA Asset Management Group, LLC
INCREASED680,570675,582+4,988+1%$27.2M$26.8M-$411.9K2026-10-26
JFS Wealth Advisors, LLC
DECREASED674,436692,698-18,262-3%$27.9M$26.5M-$1.3M2026-11-03
BlueSky Wealth Advisors, LLC
INCREASED669,453651,220+18,233+3%$26.2M$26.3M+$130.6K2026-10-29
Evergreen Capital Management LLC
INCREASED664,426656,713+7,713+1%$26.4M$26.1M-$287.9K2026-10-23
Arista Wealth Management, LLC
INCREASED648,061638,179+9,882+2%$25.7M$25.5M-$185.9K2026-10-29
Creative Capital Management Investments LLC
INCREASED633,921623,432+10,489+2%$25.1M$24.9M-$148.8K2026-10-28
Confluence Wealth Services, Inc.
INCREASED628,328566,077+62,251+11%$22.8M$24.7M+$1.9M2026-11-05
Mission Wealth Management, LP
DECREASED617,968776,286-158,318-20%$31.2M$24.3M-$6.9M2026-10-15
MCF Advisors LLC
DECREASED617,882636,720-18,838-3%$25.6M$24.3M-$1.3M2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED604,724590,139+14,585+2%$23.7M$23.8M+$42.2K2026-10-15
Colony Family Offices, LLC
INCREASED600,320595,810+4,510+1%$24.0M$23.6M-$358.9K2026-10-22
Avior Wealth Management, LLC
INCREASED600,015509,605+90,410+18%$20.5M$23.6M+$3.1M2026-10-13
Index Fund Advisors, Inc.
INCREASED599,827580,565+19,262+3%$23.3M$23.6M+$234.7K2026-11-05
Wealth Dimensions Group, Ltd.
INCREASED590,550573,500+17,050+3%$23.1M$23.2M+$154.1K2026-11-02
Austin Wealth Management, LLC
INCREASED559,445551,255+8,190+1%$20.6M$21.8M+$1.2M2026-11-06
Modera Wealth Management, LLC
DECREASED547,859601,461-53,602-9%$24.2M$21.5M-$2.6M2026-10-28
Eclectic Associates Inc
INCREASED519,918519,832+86+0%$20.9M$20.4M-$463.1K2026-10-09
Atria Investments, Inc
INCREASED517,726504,576+13,150+3%$20.3M$20.4M+$62.8K2026-10-15
Wescott Financial Advisory Group, LLC
INCREASED508,083496,979+11,104+2%$20.0M$20.0M-$10.8K2026-11-09
Freedom Investment Management, Inc.
INCREASED500,576478,127+22,449+5%$19.2M$19.7M+$452.2K2026-11-09
Sterling Wealth Management, Inc.
INCREASED498,147483,895+14,252+3%$19.5M$19.6M+$124.7K2026-10-23
Voisard Asset Management Group, Inc.
INCREASED497,471493,433+4,038+1%$19.8M$19.6M-$285.4K2026-10-13
Bank of Montreal
DECREASED497,060499,518-2,4580%$20.1M$19.5M-$546.2K2026-11-09
Collective Family Office LLC
INCREASED468,685462,748+5,937+1%$18.6M$18.4M-$183.1K2026-10-05
First Bancorp, Inc
INCREASED454,505446,686+7,819+2%$18.0M$17.9M-$94.7K2026-10-26
Market Street Wealth Management Advisors LLC
DECREASED445,108745,037-299,929-40%$30.0M$17.5M-$12.5M2026-10-09
SC&H Financial Advisors, Inc.
INCREASED441,153438,518+2,635+1%$17.6M$17.3M-$291.1K2026-10-14
Avondale Wealth Management
DECREASED434,159443,390-9,231-2%$17.8M$17.1M-$761.9K2026-10-15
CFS Investment Advisory Services, LLC
DECREASED429,895432,486-2,591-1%$16.8M$17.3M+$484.0K2026-10-19
Physician Wealth Advisors, Inc.
DECREASED427,400640,767-213,367-33%$25.8M$16.8M-$9.0M2026-10-20
Dynamic Advisor Solutions LLC
INCREASED426,240419,441+6,799+2%$16.9M$16.8M-$110.2K2026-10-13
Avantax Planning Partners, Inc.
DECREASED422,070426,473-4,403-1%$17.1M$16.6M-$556.9K2026-11-03
TCP Asset Management, LLC
INCREASED420,600402,133+18,467+5%$16.2M$16.8M+$595.4K2026-10-14
Newman Dignan & Sheerar, Inc.
DECREASED409,842412,430-2,588-1%$16.6M$16.1M-$472.9K2026-10-21
DiNuzzo Private Wealth, Inc.
INCREASED400,367399,164+1,203+0%$16.1M$15.7M-$312.0K2026-10-16
Falcon Wealth Planning
DECREASED397,937401,192-3,255-1%$16.1M$15.6M-$489.0K2026-11-06
Crusonia Wealth Advisors LLC
INCREASED393,865355,987+37,878+11%$14.3M$15.5M+$1.2M2026-10-26
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED392,636390,741+1,895+0%$15.7M$15.4M-$277.2K2026-11-03
Prudent Man Investment Management, Inc.
INCREASED391,378341,941+49,437+14%$11.1M$15.4M+$4.2M2026-11-03
AWM Capital, LLC
DECREASED382,503406,383-23,880-6%$16.3M$15.0M-$1.3M2026-10-16
BWM Planning, LLC
INCREASED360,419360,278+141+0%$14.5M$14.2M-$318.7K2026-11-09
Parkshore Wealth Management, Inc.
INCREASED354,326251,957+102,369+41%$10.1M$13.9M+$3.8M2026-10-13
Tortoise Investment Management, LLC
DECREASED351,134354,317-3,183-1%$14.2M$13.8M-$444.0K2026-11-06
Guardian Wealth Management, LLC
DECREASED331,300341,037-9,737-3%$13.7M$13.0M-$689.7K2026-10-14
Pandowealth. LLC
NEW324,487—+324,487——$11.3M—2026-11-09
Koshinski Asset Management, Inc.
INCREASED319,946288,099+31,847+11%$11.6M$12.6M+$992.6K2026-10-29
Highland Investment Advisors LLC
INCREASED318,522300,866+17,656+6%$12.1M$12.5M+$423.3K2026-11-09
Stolz & Associates, PS
INCREASED308,423300,733+7,690+3%$12.1M$12.1M+$31.6K2026-11-05
Allodium Investment Consultants, LLC
INCREASED306,150288,759+17,391+6%$11.6M$12.0M+$423.8K2026-10-14
Elyxium Wealth, LLC
INCREASED305,137106,831+198,306+186%$4.3M$12.0M+$7.7M2026-10-27
SAX Wealth Advisors, LLC
INCREASED304,424302,392+2,032+1%$10.2M$12.0M+$1.7M2026-10-13
Rockland Trust Co
DECREASED301,444309,704-8,260-3%$12.5M$11.8M-$603.4K2026-10-05
Navigation Group, LLC
INCREASED299,124293,615+5,509+2%$11.8M$11.8M-$47.7K2026-10-28
Colorado Capital Management, Inc.
INCREASED292,347276,824+15,523+6%$11.1K$11.5M+$11.5M2026-10-15
Kestra Advisory Services, LLC
INCREASED292,108263,551+28,557+11%$10.6M$11.5M+$885.4K2026-11-02
PCA Investment Advisory Services Inc.
INCREASED290,558276,896+13,662+5%$11.1M$11.4M+$287.9K2026-10-13
Entrewealth, LLC
INCREASED286,755277,568+9,187+3%$10.7M$11.3M+$588.8K2026-10-14
Farther Finance Advisors, LLC
INCREASED283,044267,151+15,893+6%$10.7M$11.1M+$384.3K2026-10-08
Trinity Financial Advisors LLC
INCREASED274,306235,924+38,382+16%$9.5M$10.8M+$1.3M2026-10-09
Kure Advisory, LLC
DECREASED274,047280,411-6,364-2%$11.3M$10.8M-$502.5K2026-10-08
Amicus Financial Advisors, LLC
INCREASED273,761262,711+11,050+4%$10.6M$10.8M+$197.9K2026-11-03
SBK Financial, Inc.
INCREASED271,477171,408+100,069+58%$6.9M$10.7M+$3.8M2026-11-02
Monument Group Wealth Advisors, LLC
INCREASED269,691139,822+129,869+93%$10.0M$10.6M+$639.2K2026-10-21
Towneley Capital Management, Inc / de
DECREASED258,253261,269-3,016-1%$10.5M$10.2M-$353.7K2026-10-09
Sima Wealth Partners, LLC
INCREASED253,120239,647+13,473+6%$9.6M$10.0M+$313.9K2026-10-19
Demming Financial Services Corp
INCREASED252,125248,146+3,979+2%$10.0M$9.9M-$66.9K2026-11-09
GEM Asset Management, LLC
INCREASED251,423239,267+12,156+5%$9.6M$9.9M+$262.5K2026-10-13
Diversify Wealth Management, LLC
DECREASED250,355260,988-10,633-4%$9.8M$9.5M-$306.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED250,355260,988-10,633-4%$9.8M$9.5M-$306.1K2026-10-20
Compass Financial Group, Inc.
INCREASED247,259244,216+3,043+1%$9.8M$9.7M-$100.2K2026-11-06
Plancorp, LLC
INCREASED243,521231,497+12,024+5%$8.8M$8.8M-$65.0K2026-11-03
McMill Wealth Management
NEW242,050—+242,050——$9.5M—2026-11-05
Quantum Financial Advisors, LLC
DECREASED239,934241,153-1,219-1%$9.7M$9.4M-$265.0K2026-11-03
DWR Wealth Management, LLC
INCREASED239,372222,865+16,507+7%$8.8M$9.5M+$656.9K2026-10-13
Jacobi Capital Management LLC
INCREASED234,675219,273+15,402+7%$8.8M$9.2M+$408.1K2026-11-05
DeLarme Wealth Management, Inc.
INCREASED227,959215,492+12,467+6%$8.7M$9.0M+$296.1K2026-10-30
Essential Planning, Llc.
DECREASED226,294232,434-6,140-3%$9.3M$8.9M-$450.6K2026-10-21
Security Financial Services, Inc.
INCREASED225,625219,896+5,729+3%$8.8M$8.9M+$27.3K2026-10-29
Ddfg, Inc
INCREASED225,446218,271+7,175+3%$8.8M$8.9M+$85.6K2026-10-15
DecisionPoint Financial, LLC
DECREASED225,315232,429-7,114-3%$9.1M$8.9M-$252.0K2026-10-27
Archford Capital Strategies, LLC
INCREASED225,273223,904+1,369+1%$9.0M$8.9M-$147.7K2026-10-19
Midwest Heritage Bank, FSB
DECREASED222,363229,088-6,725-3%$9.2M$8.7M-$470.5K2026-10-26
Discipline Wealth Solutions, LLC
DECREASED221,584226,893-5,309-2%$9.1M$8.7M-$412.9K2026-10-14
Oceanside Advisors LLC
INCREASED219,543211,937+7,606+4%$8.5M$8.6M+$108.3K2026-11-03
MBA Advisors LLC
INCREASED217,235203,869+13,366+7%$8.2M$8.5M+$341.9K2026-10-29
IronBridge Private Wealth, LLC
INCREASED214,121207,476+6,645+3%$8.3M$8.4M+$74.5K2026-11-03
Seven Mile Advisory
INCREASED209,439207,939+1,500+1%$8.4M$8.2M-$128.2K2026-10-22
Heritage Wealth Management, Inc. s
INCREASED206,262198,791+7,471+4%$8.0M$8.1M+$113.6K2026-11-06
Shore Point Advisors, LLC
INCREASED199,366198,412+954+0%$8.0M$7.8M-$141.1K2026-10-14
Jacobsen Capital Management
INCREASED197,803185,189+12,614+7%$7.4M$7.8M+$329.2K2026-10-27
BIP Wealth, LLC
INCREASED196,366144,888+51,478+36%$5.8M$7.7M+$1.9M2026-10-22
Strategic Wealth Advisors LLC
INCREASED191,867151,869+39,998+26%$4.9K$7.5M+$7.5M2026-11-06
EverSource Wealth Advisors, LLC
INCREASED183,302171,979+11,323+7%$6.9M$7.2M+$290.3K2026-11-04
Great Waters Wealth Management
DECREASED182,668213,771-31,103-15%$8.6M$7.2M-$1.4M2026-10-07
American Capital Advisory, LLC
INCREASED181,681164,221+17,460+11%$6.6M$7.1M+$538.5K2026-10-28
Penobscot Wealth Management
INCREASED181,404164,441+16,963+10%$6.6M$7.1M+$518.8K2026-10-21
Pinnacle Associates LTD
UNCHANGED179,163179,16300%$7.2M$7.0M-$161.2K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED179,163179,16300%$7.2M$7.0M-$161.2K2026-10-23
Navigate Wealth Management, LLC
INCREASED178,243150,955+27,288+18%$5.6M$7.0M+$1.4M2026-10-14
Willow Creek Wealth Management Inc.
DECREASED176,625186,625-10,000-5%$7.5M$6.9M-$561.0K2026-10-26
Bannerman Wealth Management Group, LLC
INCREASED172,081168,655+3,426+2%$6.8M$6.8M-$17.1K2026-10-09
Saxony Capital Management, LLC
INCREASED170,521138,947+31,574+23%$5.6M$6.7M+$1.1M2026-10-15
Fort Henry Capital, LLC
INCREASED169,233168,412+821+0%$6.8M$6.7M-$119.3K2026-10-22
Elser Financial Planning, Inc
DECREASED164,121167,131-3,010-2%$6.7M$6.5M-$268.7K2026-10-16
PFG Advisors
INCREASED162,142160,934+1,208+1%$6.5M$6.4M-$97.3K2026-10-16
Sageworth Trust Co
DECREASED161,376166,676-5,300-3%$6.7M$6.3M-$358.4K2026-10-30
Thayer Financial, L.L.C.
INCREASED157,944150,668+7,276+5%$6.1M$6.2M+$155.2K2026-10-21
Sutton Place Investors LLC
INCREASED155,881155,425+456+0%$6.2M$6.1M-$122.0K2026-10-20
Allworth Financial LP
INCREASED152,798113,606+39,192+35%$4.6M$6.1M+$1.6M2026-11-06
AA Financial Advisors, LLC
INCREASED152,084150,307+1,777+1%$6.0M$6.0M-$65.4K2026-10-19
North Capital, Inc.
DECREASED149,979150,937-958-1%$6.1M$5.8M-$237.5K2026-10-16
Apollon Wealth Management, LLC
INCREASED149,90580,089+69,816+87%$3.2M$5.9M+$2.7M2026-10-23
Navigoe, LLC
INCREASED149,062144,950+4,112+3%$5.8M$5.9M+$31.0K2026-11-04
Builder Investment Group Inc
INCREASED148,237147,489+748+1%$5.9M$5.8M-$103.3K2026-10-22
Bay Harbor Wealth Management, LLC
INCREASED147,478133,552+13,926+10%$5.4M$5.8M+$427.2K2026-11-03
Ledgewood Wealth Advisors, LLC
DECREASED147,473147,505-320%$5.9M$5.8M-$134.0K2026-10-09
IAG Wealth Partners, LLC
INCREASED146,544146,328+216+0%$5.9M$5.8M-$123.2K2026-11-06
Linscomb Wealth, Inc.
INCREASED146,123143,684+2,439+2%$5.8M$5.7M-$33.4K2026-11-05
Legacy Financial Group, Inc.
DECREASED144,762164,593-19,831-12%$6.6M$5.7M-$927.7K2026-10-21
AlphaStar Capital Management, LLC
DECREASED142,150142,724-5740%$5.7M$5.6M-$151.0K2026-10-16
Pettinga Financial Advisors LLC
DECREASED141,501145,982-4,481-3%$5.9M$5.6M-$307.5K2026-10-13
SouthState Bank Corp
DECREASED141,489143,305-1,816-1%$5.8M$5.6M-$200.4K2026-11-09
Andrews, Lucia Wealth Management LLC
DECREASED141,473142,993-1,520-1%$5.7M$5.6M-$188.4K2026-11-02
Two West Capital Advisors LLC
DECREASED137,999139,990-1,991-1%$5.2M$5.5M+$243.0K2026-10-15
Sculati Wealth Management, LLC
INCREASED136,826132,803+4,023+3%$5.0M$5.3M+$381.6K2026-10-19
Prudent Investor Advisors, LLC
NEW135,970—+135,970——$5.3M—2026-10-22
Tillman Hartley LLC
INCREASED126,958114,564+12,394+11%$4.6M$5.0M+$384.1K2026-11-06
Porter White Investment Advisors, Inc.
INCREASED123,16859,834+63,334+106%$2.4M$4.8M+$2.4M2026-10-14
City State Bank
INCREASED119,228111,172+8,056+7%$4.5M$4.7M+$216.6K2026-10-20
Advisory Solutions Group, LLC
NEW118,809—+118,809——$4.7M—2026-10-14
SeedSafe Financial LLC
DECREASED118,205121,059-2,854-2%$4.9M$4.6M-$218.1K2026-11-02
Moody National Bank Trust Division
INCREASED118,144117,347+797+1%$4.7M$4.6M-$74.3K2026-10-06
Wingate Wealth Advisors, Inc.
INCREASED116,514113,262+3,252+3%$4.6M$4.6M+$25.9K2026-10-26
Burton Enright Welch
DECREASED114,407114,926-5190%$4.6M$4.5M-$123.8K2026-11-04
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED113,300113,30000%$4.6M$4.5M-$102.0K2026-11-02
Compound Planning, Inc.
INCREASED112,05690,774+21,282+23%$3.7M$4.4M+$754.9K2026-11-09
Burk Holdings LLC
INCREASED111,748104,370+7,378+7%$4.2M$4.4M+$196.1K2026-11-05
Live Oak Private Wealth LLC
INCREASED108,58689,061+19,525+22%$3.6M$4.3M+$687.4K2026-11-02
HB Wealth Management, LLC
INCREASED108,577107,499+1,078+1%$4.3M$4.3M-$54.4K2026-10-23
Indivisible Partners
INCREASED107,92318,986+88,937+468%$763.4K$4.2M+$3.5M2026-10-26
Hutchinson Capital Management
INCREASED106,663102,801+3,862+4%$4.1M$4.2M+$59.3K2026-11-09
Mustard Seed Financial, LLC
INCREASED106,378101,636+4,742+5%$4.1M$4.2M+$94.9K2026-10-30
First Premier Bank
INCREASED105,55693,310+12,246+13%$3.8K$4.2M+$4.1M2026-10-13
Baker Boyer National Bank
DECREASED103,028105,257-2,229-2%$4.2M$4.1M-$182.4K2026-11-05
Northwest Wealth Management, LLC
DECREASED102,082106,706-4,624-4%$4.3M$4.0M-$277.8K2026-10-30
Emprise Bank
DECREASED96,58296,951-3690%$3.9M$3.8M-$101.8K2026-10-07
Breakwater Capital Group
INCREASED94,94891,641+3,307+4%$3.7M$3.7M+$47.5K2026-10-09
Lincoln Capital Corp
DECREASED94,09994,201-1020%$3.8M$3.7M-$88.8K2026-10-13
AlTi Global, Inc.
DECREASED89,80092,800-3,000-3%$3.7M$3.5M-$201.5K2026-11-09
Glass Jacobson Investment Advisors llc
INCREASED88,44087,485+955+1%$3.5M$3.5M-$41.2K2026-10-26
First Financial Group Corp
INCREASED87,59984,733+2,866+3%$3.4M$3.4M+$36.4K2026-10-22
Plan Group Financial, LLC
DECREASED85,244102,329-17,085-17%$4.1M$3.2M-$914.6K2026-10-22
180 Wealth Advisors, LLC
DECREASED84,97285,051-790%$3.4M$3.3M-$79.7K2026-11-03
Waterfront Wealth Inc.
DECREASED84,48385,361-878-1%$3.4M$3.2M-$203.6K2026-11-03
Lodestone Wealth Management LLC
INCREASED84,07783,996+81+0%$3.4M$3.3M-$72.4K2026-10-14
XY Planning Network, Inc.
INCREASED83,92675,964+7,962+10%$3.1M$3.3M+$244.6K2026-10-14
Aviance Capital Partners, LLC
INCREASED83,89280,631+3,261+4%$3.2M$3.3M+$55.6K2026-10-29
Crown Wealth Group, LLC
DECREASED83,049112,549-29,500-26%$4.5M$3.3M-$1.3M2026-10-19
Quad-Cities Investment Group, LLC
INCREASED81,56480,098+1,466+2%$3.2M$3.2M-$14.5K2026-10-16
Lido Advisors, LLC
INCREASED81,53342,845+38,688+90%$1.7M$3.2M+$1.5M2026-11-04
Valued Wealth Advisors LLC
INCREASED81,25951,753+29,506+57%$2.1M$3.2M+$1.1M2026-11-05
RFG Advisory, LLC
DECREASED79,74581,428-1,683-2%$3.3M$3.1M-$139.4K2026-11-03
Larry Mathis Financial Planning, LLC
INCREASED79,11635,028+44,088+126%$1.4M$3.1M+$1.7M2026-10-26
Johnson Wealth Management, LLC
INCREASED78,50578,470+35+0%$3.2M$3.1M-$69.2K2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED78,26063,698+14,562+23%$2.6M$3.1M+$515.0K2026-11-02
Financial Symmetry Inc
DECREASED77,27181,059-3,788-5%$3.3M$3.0M-$221.9K2026-10-06
Level Financial Advisors
DECREASED76,77188,314-11,543-13%$3.6M$3.0M-$533.3K2026-10-13
Alkeme Wealth, LLC
UNCHANGED74,80774,80700%$3.0M$2.9M-$67.3K2026-10-08
Quent Capital, LLC
INCREASED73,53814,808+58,730+397%$595.4K$2.6M+$2.0M2026-11-09
Washington Trust Advisors, Inc.
INCREASED73,07069,604+3,466+5%$2.8M$2.9M+$73.6K2026-10-22
Cannon Financial Strategists, Inc.
INCREASED72,65368,644+4,009+6%$2.8M$2.9M+$95.8K2026-10-19
Pinnacle Financial Group, LLC / IL
DECREASED72,56874,105-1,537-2%$3.0M$2.9M-$127.1K2026-10-29
Bullock Wealth Management Group
INCREASED71,75367,109+4,644+7%$2.6M$2.8M+$190.7K2026-10-09
Sollinda Capital Management LLC
INCREASED71,44067,830+3,610+5%$2.7M$2.8M+$80.9K2026-11-09
Factor Wealth Management LTD
DECREASED70,00473,427-3,423-5%$3.0M$2.8M-$200.7K2026-10-08
Conservest Capital Advisors, Inc.
INCREASED69,93067,002+2,928+4%$2.7M$2.7M+$54.8K2026-11-09
55 North Private Wealth, LLC
DECREASED69,42969,754-3250%$2.8M$2.7M-$75.6K2026-10-20
Cardiff Park Advisors, LLC
INCREASED68,02467,870+154+0%$2.7M$2.7M-$55.0K2026-11-09
Larson Financial Group LLC
DECREASED67,66069,617-1,957-3%$2.8M$2.7M-$139.6K2026-11-05
Clarity Capital Advisors, LLC
INCREASED67,61267,159+453+1%$2.7M$2.7M-$42.6K2026-10-27
Versant Capital Management, Inc
DECREASED67,15478,620-11,466-15%$3.2M$2.6M-$521.5K2026-10-02
Heritage Investment Group, Inc.
UNCHANGED66,77166,77100%$2.7M$2.6M-$60.1K2026-11-03
AdvisorNet Financial, Inc
INCREASED65,96365,225+738+1%$2.6M$2.5M-$104.9K2026-10-15
Investmark Advisory Group LLC
INCREASED65,84461,258+4,586+7%$2.5M$2.6M+$125.2K2026-10-27
Timonier Family Office, Ltd.
DECREASED65,73666,612-876-1%$2.7M$2.6M-$94.4K2026-11-03
Oak Wealth Advisors LLC
UNCHANGED65,12565,12500%$2.6M$2.6M-$58.6K2026-11-09
Yoder Wealth Management, Inc.
INCREASED64,55364,258+295+0%$2.6M$2.5M-$46.2K2026-10-13
Forteris Wealth Management Inc.
INCREASED64,08062,284+1,796+3%$2.5M$2.5M+$14.5K2026-10-13
Lauer Wealth, LLC
DECREASED62,00663,193-1,187-2%$2.4M$2.4M-$26.1K2026-10-13
Evanson Financial, LLC
DECREASED61,62580,940-19,315-24%$3.3M$2.4M-$832.1K2026-10-23
Heritage Wealth Management, Inc.
DECREASED60,51968,819-8,300-12%$2.8M$2.4M-$388.2K2026-10-27
Helium Advisors LLC
INCREASED59,97157,337+2,634+5%$2.3M$2.4M+$51.9K2026-10-23
M Wealth Management, LLC
INCREASED59,66257,241+2,421+4%$2.3M$2.3M+$43.6K2026-10-14
John A. Wolfe & Associates, Inc.
INCREASED59,61741,190+18,427+45%$1.7M$2.3M+$687.3K2026-11-06
Wealthfront Advisers LLC
INCREASED59,23358,251+982+2%$2.3M$2.3M-$13.8K2026-11-09
E6 Portfolios, LLC
DECREASED58,55659,192-636-1%$2.4M$2.3M-$78.3K2026-10-26
Madrid Wealth Management, LLC
INCREASED58,33157,067+1,264+2%$2.3M$2.3M-$1.6K2026-10-23
IFP Advisors, Inc
INCREASED57,73156,381+1,350+2%$2.3M$2.3M+$2.3K2026-10-16
DBK Financial Counsel, LLC
DECREASED57,24058,119-879-2%$2.3M$2.3M-$86.9K2026-10-13
Cedar Point Capital Partners, LLC
INCREASED57,13655,780+1,356+2%$2.2M$2.2M+$3.1K2026-10-29
Woodward Financial Advisors, Inc.
DECREASED57,03457,137-1030%$2.3M$2.2M-$55.5K2026-10-19
Gradient Capital Advisors, LLC
DECREASED56,02956,704-675-1%$2.3M$2.2M-$77.6K2026-10-21
FinDec Wealth Services, Inc.
INCREASED55,71953,004+2,715+5%$2.1M$2.2M+$59.0K2026-10-30
Summit Wealth Group LLC / Co
DECREASED54,58357,447-2,864-5%$2.3M$2.1M-$164.3K2026-10-29
1900 Wealth Management LLC
DECREASED54,35954,751-392-1%$2.2M$2.1M-$64.7K2026-10-13
SwitchPoint Financial Planning, LLC
INCREASED53,98653,097+889+2%$2.1M$2.1M-$12.8K2026-11-02
Meritas Wealth Management, LLC
DECREASED51,98352,707-724-1%$2.1M$2.0M-$75.9K2026-10-14
Accurate Wealth Management, LLC
INCREASED50,94641,228+9,718+24%$1.6M$2.0M+$356.0K2026-10-20
Oder Investment Management, LLC
UNCHANGED50,69250,69200%$2.0M$2.0M-$45.6K2026-11-09
Werba Rubin Papier Wealth Management
INCREASED49,72449,422+302+1%$2.0M$2.0M-$32.6K2026-11-06
Krilogy Financial LLC
INCREASED49,13942,750+6,389+15%$1.7M$1.9M+$200.4K2026-10-13
Approach Retirement Advisors, LLC
DECREASED48,87949,941-1,062-2%$2.0M$1.9M-$86.7K2026-10-22
Lynx Investment Advisory
INCREASED48,51241,643+6,869+16%$1.7M$1.9M+$232.5K2026-10-27
Three Arch Wealth Management LLC
DECREASED48,31748,366-490%$1.9M$1.9M-$45.5K2026-10-20
Baker Tilly Wealth Management, LLC
DECREASED47,91752,102-4,185-8%$2.1M$1.9M-$211.4K2026-10-05
Pacific Asset Management, LLC
INCREASED47,36046,773+587+1%$1.9M$1.9M-$19.0K2026-10-15
Donalies Financial Planning, LLC
INCREASED46,33045,874+456+1%$1.8M$1.8M-$23.4K2026-10-19
JDH Wealth Management, LLC
DECREASED43,88445,026-1,142-3%$1.8M$1.7M-$85.4K2026-10-20
Vermillion Wealth Management, Inc.
DECREASED42,191188,079-145,888-78%$7.6M$1.7M-$5.9M2026-10-26
Chicago Partners Investment Group LLC
INCREASED41,85641,726+130+0%$1.6M$1.5M-$50.7K2026-10-27
Capital Investment Advisory Services, LLC
INCREASED41,74141,712+29+0%$1.7M$1.6M-$33.2K2026-10-30
Gemmer Asset Management LLC
DECREASED41,09442,413-1,319-3%$1.7M$1.6M-$90.0K2026-10-16
Ascentis Independent Advisors
NEW40,065—+40,065——$1.6M—2026-11-03
Syverson Strege & Co
DECREASED39,60846,455-6,847-15%$1.9M$1.6M-$310.9K2026-11-02
HFG Wealth Management, LLC
UNCHANGED39,58139,58100%$1.6M$1.6M$02026-10-16
Friday Financial
INCREASED39,43828,545+10,893+38%$1.1M$1.6M+$446.2K2026-10-09
Strathmore Capital Advisors, Inc.
INCREASED37,88026,524+11,356+43%$1.0M$1.3M+$304.3K2026-11-09
SpringVest Wealth Management LLC
INCREASED37,28931,691+5,598+18%$1.3M$1.5M+$191.5K2026-10-27
Cypress Point Wealth Management, LLC
INCREASED36,83936,812+27+0%$1.5M$1.4M-$32.1K2026-11-03
Kane Co Wealth Management, Inc.
DECREASED36,80936,826-170%$1.5M$1.4M-$33.8K2026-11-04
Axxcess Wealth Management, LLC
INCREASED36,40121,693+14,708+68%$872.3K$1.4M+$558.7K2026-10-21
Firethorn Wealth Partners, LLC
INCREASED35,61335,054+559+2%$1.4M$1.4M-$9.6K2026-10-14
Owl Creek Wealth Partners LLC
INCREASED35,10234,407+695+2%$1.4M$1.4M-$3.7K2026-10-20
Everest Financial Group LLC
INCREASED34,82534,146+679+2%$1.4M$1.4M-$4.1K2026-11-06
Abacus Planning Group, Inc.
INCREASED34,46033,050+1,410+4%$1.3M$1.4M+$25.7K2026-11-02
Shearwater Capital LLC
DECREASED33,34333,970-627-2%$1.4M$1.3M-$55.2K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED33,17233,17200%$1.3M$1.3M$02026-10-06
Lauterbach Financial Advisors, LLC
INCREASED32,47828,842+3,636+13%$1.2M$1.3M+$117.0K2026-10-21
Sprinkle Financial Consultants LLC
INCREASED32,19532,077+118+0%$1.3M$1.3M-$24.2K2026-10-09
Patriot Financial Group Insurance Agency, LLC
INCREASED31,75329,835+1,918+6%$1.2M$1.2M+$48.5K2026-10-14
Flagstone Financial Management
DECREASED31,39831,426-280%$1.3M$1.2M-$29.4K2026-11-05
Highland Financial Advisors, LLC
DECREASED31,06533,256-2,191-7%$1.3M$1.2M-$116.1K2026-10-19
Wealth Advisors Northwest LLC
DECREASED31,03032,500-1,470-5%$1.3M$1.2M-$87.0K2026-10-29
Tranquility Partners, LLC
INCREASED30,63825,057+5,581+22%$1.0M$1.2M+$197.5K2026-10-20
3 Factor Indexing, LLC
INCREASED30,12022,574+7,546+33%$907.7K$1.2M+$276.3K2026-10-15
Greenspring Advisors, LLC
DECREASED30,02130,178-157-1%$1.2M$1.2M-$33.3K2026-11-05
Choreo, LLC
INCREASED29,63923,262+6,377+27%$935.4K$1.2M+$229.7K2026-10-28
Daymark Wealth Partners, LLC
NEW29,472—+29,472——$1.2M—2026-11-04
ARK & TLK Investments, LLC
DECREASED29,22429,726-502-2%$1.2M$1.1M-$46.5K2026-10-20
Ellis Investment Partners, LLC
INCREASED29,20328,889+314+1%$1.2M$1.1M-$13.7K2026-10-21
LAM Group, Inc.
DECREASED28,38031,385-3,005-10%$1.3M$1.1M-$146.4K2026-10-26
Montis Financial, LLC
INCREASED28,33928,009+330+1%$1.1M$1.1M-$12.2K2026-11-04
MBE Wealth Management, LLC
INCREASED28,31925,876+2,443+9%$1.0M$1.1M+$72.7K2026-10-26
D.A. Davidson & Co.
INCREASED28,27027,288+982+4%$1.1M$1.1M+$14.0K2026-10-28
Harbour Investments, Inc.
INCREASED27,79723,378+4,419+19%$940.1K$1.1M+$153.1K2026-11-09
AlphaCore Capital LLC
INCREASED27,74625,272+2,474+10%$1.0M$1.1M+$74.5K2026-11-04
Thrivent Financial for Lutherans
NEW26,964—+26,964——$1.1M—2026-11-05
Heck Capital Advisors, LLC
INCREASED26,36519,245+7,120+37%$773.8K$1.0M+$262.6K2026-10-14
J. R. Prunier Capital Management LLC
INCREASED25,75124,650+1,101+4%$991.2K$1.0M+$21.1K2026-11-09
Compass Ion Advisors, LLC
INCREASED25,64225,555+87+0%$1.0M$1.0M-$19.6K2026-10-23
Acorn Wealth Advisors, LLC
INCREASED25,62823,049+2,579+11%$926.8K$1.0M+$80.6K2026-10-19
New Wave Wealth Advisors LLC
NEW25,561—+25,561——$993.8K—2026-10-19
APS Management Group, Inc.
DECREASED24,41435,020-10,606-30%$1.4M$959.7K-$448.5K2026-10-14
Truist Financial Corp
DECREASED24,38829,294-4,906-17%$1.2M$958.7K-$219.2K2026-10-30
Burney Co/
DECREASED24,34732,140-7,793-24%$1.3M$957.1K-$335.3K2026-10-15
Parcion Private Wealth LLC
INCREASED24,33519,669+4,666+24%$790.9K$956.6K+$165.7K2026-10-28
Vestment Financial LLC
INCREASED24,14024,119+21+0%$947.2K$947.5K+$3412026-10-13
Optima Capital LLC
DECREASED23,76824,207-439-2%$973.3K$934.3K-$39.0K2026-10-29
Powerhouse Assets LLC
INCREASED23,61618,196+5,420+30%$731.6K$928.3K+$196.7K2026-10-19
Naples Global Advisors, LLC
UNCHANGED23,48523,48500%$944.3K$923.2K-$21.1K2026-11-05
RCS Financial Planning, LLC
DECREASED23,25126,199-2,948-11%$1.1M$914.0K-$139.5K2026-10-14
Parallel Advisors, LLC
DECREASED23,23623,300-640%$936.9K$913.4K-$23.5K2026-11-03
Arnold Financial Planning LLC
DECREASED22,99823,379-381-2%$940.1K$904.0K-$36.0K2026-10-20
G2 Capital Management, LLC / OH
INCREASED22,59221,264+1,328+6%$855.0K$888.1K+$33.1K2026-10-23
Morton Capital Management LLC
DECREASED22,02822,362-334-1%$899.2K$865.9K-$33.3K2026-10-23
International Private Wealth Advisors LLC
INCREASED21,97820,438+1,540+8%$821.8K$864.0K+$42.1K2026-11-05
rebel Financial LLC
INCREASED21,97421,835+139+1%$878.0K$863.8K-$14.2K2026-11-04
Madson Wealth Advisors Inc
INCREASED21,75311,795+9,958+84%$474.3K$855.1K+$380.8K2026-10-13
GenTrust, LLC
NEW21,595—+21,595——$848.9K—2026-11-06
Midwest Trust Co
UNCHANGED21,47021,47000%$863.3K$844.0K-$19.3K2026-10-22
Lanark Financial, Inc.
INCREASED21,36818,729+2,639+14%$753.1K$840.0K+$86.8K2026-10-26
Infinity Wealth Counsel, LLC
INCREASED21,31118,371+2,940+16%$738.7K$837.7K+$99.0K2026-10-15
Partners in Financial Planning
INCREASED20,27417,889+2,385+13%$719.3K$797.0K+$77.7K2026-11-06
Fifth Third Bancorp
DECREASED20,24727,070-6,823-25%$1.1M$795.9K-$292.6K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED20,10720,051+56+0%$806.2K$790.4K-$15.9K2026-10-16
Aire Advisors, LLC
INCREASED19,84319,381+462+2%$779.3K$780.0K+$7112026-10-22
Level Wealth Management LLC
DECREASED19,74720,610-863-4%$828.7K$776.2K-$52.5K2026-10-23
Valeo Financial Advisors, LLC
DECREASED19,65319,764-111-1%$794.7K$772.6K-$22.1K2026-10-08
RED Lighthouse Investment Management, LLC
INCREASED19,00918,616+393+2%$748.5K$747.2K-$1.3K2026-11-02
United Advisor Group, LLC
INCREASED18,71516,467+2,248+14%$662.1K$735.7K+$73.6K2026-11-03
Woodside Wealth Management LLC
INCREASED18,54915,919+2,630+17%$640.1K$729.2K+$89.1K2026-10-16
CSP Financial Group, LLC
INCREASED17,93217,516+416+2%$704.3K$704.9K+$5732026-10-26
Private Trust Co NA
UNCHANGED17,68217,68200%$711.0K$695.1K-$15.9K2026-10-20
Cascade Wealth Advisors, Inc
INCREASED17,51016,877+633+4%$655.3K$610.7K-$44.6K2026-11-09
HMV Wealth Advisors, LLC
DECREASED16,67717,432-755-4%$700.9K$655.6K-$45.4K2026-10-27
PNC Financial Services Group, Inc.
INCREASED16,65014,009+2,641+19%$563.3K$654.5K+$91.2K2026-11-06
Cherry Tree Wealth Management, LLC
DECREASED16,59347,738-31,145-65%$1.9M$652.3K-$1.3M2026-10-15
Accel Wealth Management
INCREASED16,50913,371+3,138+23%$537.6K$649.0K+$111.3K2026-10-13
Asset Dedication, LLC
INCREASED16,30615,627+679+4%$628.4K$641.0K+$12.6K2026-11-03
L.K. Benson & Company, P.C.
INCREASED16,17213,921+2,251+16%$559.8K$635.8K+$75.9K2026-10-23
Quarry Hill Advisors, LLC
DECREASED16,03216,183-151-1%$650.7K$630.2K-$20.5K2026-11-04
CLG LLC
DECREASED16,01618,363-2,347-13%$738.4K$629.6K-$108.8K2026-10-13
SJS Investment Consulting Inc.
INCREASED16,01616,013+3+0%$643.9K$629.6K-$14.3K2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED15,58316,044-461-3%$645.1K$612.6K-$32.6K2026-10-13
Sincerus Advisory, LLC
INCREASED15,35012,865+2,485+19%$517.3K$603.4K+$86.1K2026-10-09
Argent Trust Co
UNCHANGED15,24815,24800%$613.1K$599.4K-$13.7K2026-11-09
Eastover Investment Advisors LLC
UNCHANGED15,15015,15000%$609.2K$595.5K-$13.6K2026-10-05
Altiora Financial Group, LLC
DECREASED15,06519,999-4,934-25%$804.2K$592.2K-$211.9K2026-11-04
SeaCrest Wealth Management, LLC
INCREASED14,86413,594+1,270+9%$546.6K$584.3K+$37.7K2026-10-21
Tanager Wealth Management LLP
DECREASED14,84315,010-167-1%$603.6K$583.5K-$20.1K2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED14,8379,306+5,531+59%$374.2K$583.3K+$209.1K2026-10-16
Solidarity Wealth, LLC
INCREASED14,76111,836+2,925+25%$475.9K$580.2K+$104.3K2026-10-15
Merit Financial Group, LLC
DECREASED14,61716,482-1,865-11%$662.7K$574.6K-$88.2K2026-11-06
tru Independence LLC
DECREASED14,56714,664-97-1%$589.6K$572.6K-$17.0K2026-10-20
Abel Hall, LLC
DECREASED14,39214,675-283-2%$590.1K$565.7K-$24.3K2026-10-19
USAdvisors Wealth Management, LLC
DECREASED14,22115,043-822-5%$604.0K$559.0K-$45.0K2026-10-21
Aerodigm Wealth, LLC
UNCHANGED14,18114,18100%$570.2K$557.5K-$12.8K2026-10-16
One Way Holdings LLC
UNCHANGED14,17414,17400%$569.9K$557.2K-$12.8K2026-10-29
Revolve Wealth Partners, LLC
UNCHANGED13,99013,99000%$562.5K$549.9K-$12.6K2026-10-23
Ballast Rock Private Wealth LLC
DECREASED12,94813,842-894-6%$556.6K$509.0K-$47.6K2026-10-26
Altfest L J & Co Inc
INCREASED12,89311,779+1,114+9%$473.6K$506.8K+$33.2K2026-10-27
Samalin Investment Counsel, LLC
INCREASED12,87412,727+147+1%$511.8K$506.1K-$5.7K2026-10-23
Signature Resources Capital Management, LLC
DECREASED12,82813,638-810-6%$548.4K$504.3K-$44.1K2026-10-16
Selective Wealth Management, Inc.
INCREASED12,69112,232+459+4%$457.1K$480.6K+$23.5K2026-10-16
Prosperity Planning, Inc.
DECREASED12,16612,784-618-5%$514.0K$478.2K-$35.8K2026-10-09
IFG Advisory, LLC
DECREASED12,07814,969-2,891-19%$601.9K$474.8K-$127.1K2026-11-09
Park Edge Advisors, LLC
DECREASED11,91912,167-248-2%$489.2K$468.5K-$20.7K2026-10-28
Concord Wealth Partners
INCREASED11,83011,398+432+4%$458.3K$465.0K+$6.7K2026-11-02
US Bancorp \de\
INCREASED11,7457,995+3,750+47%$321.5K$461.7K+$140.2K2026-11-05
WealthSpring Partners, LLC
NEW11,703—+11,703——$460.0K—2026-10-14
Canopy Partners, LLC
DECREASED11,23011,912-682-6%$479.0K$441.5K-$37.5K2026-10-28
Great Valley Advisor Group, Inc.
DECREASED11,20311,288-85-1%$453.9K$440.4K-$13.5K2026-11-09
Websterrogers Financial Advisors, LLC
UNCHANGED11,19811,19800%$450.3K$440.2K-$10.1K2026-11-02
Wedmont Private Capital
UNCHANGED11,09411,09400%$437.2K$432.9K-$4.3K2026-10-09
Cogent Private Wealth, Inc.
DECREASED11,07911,098-190%$446.3K$435.5K-$10.7K2026-11-06
Montag A & Associates Inc
DECREASED10,92512,100-1,175-10%$486.5K$429.5K-$57.1K2026-10-29
Foundation Wealth Management, Llc\pa
DECREASED10,49611,816-1,320-11%$475.1K$412.6K-$62.5K2026-10-14
Frankly Finances, LLC
INCREASED10,48610,233+253+2%$411.5K$412.2K+$7362026-10-28
Financial Harvest, LLC
DECREASED10,38210,774-392-4%$433.2K$408.1K-$25.1K2026-10-15
Richards, Merrill & Peterson, Inc.
UNCHANGED10,29410,29400%$413.9K$404.7K-$9.3K2026-10-19
Elevate Wealth Advisory, Inc
INCREASED10,2029,950+252+3%$400.1K$401.0K+$9522026-10-29
Apollon Financial, LLC
UNCHANGED10,11510,11500%$406.7K$397.6K-$9.1K2026-10-23
Stage Harbor Financial, LLC
INCREASED10,10910,097+12+0%$406.0K$397.4K-$8.6K2026-11-03
Silver Oak Advisory Group, Inc.
INCREASED10,1068,604+1,502+17%$345.0K$397.3K+$52.3K2026-11-06
IFG Advisors, LLC
DECREASED10,06510,341-276-3%$415.8K$395.7K-$20.2K2026-10-15
Poinciana Advisors Group, LLC
DECREASED10,01210,180-168-2%$409.3K$393.6K-$15.8K2026-11-06
Staley Capital Advisers Inc
NEW9,753—+9,753——$383.4K—2026-11-06
Vestia Personal Wealth Advisors
INCREASED9,6969,632+64+1%$387.3K$381.2K-$6.2K2026-10-20
Matisse Capital
UNCHANGED9,6879,68700%$389.5K$380.8K-$8.7K2026-10-29
Facet Wealth, Inc.
INCREASED9,2615,566+3,695+66%$223.8K$364.1K+$140.2K2026-11-04
Walsh & Associates, LLC
INCREASED9,172442+8,730+1975%$17.8K$360.5K+$342.8K2026-11-09
First Command Advisory Services, Inc.
DECREASED9,17012,631-3,461-27%$507.9K$360.5K-$147.4K2026-11-05
Stewardship Advisors, LLC
INCREASED9,1228,880+242+3%$357.1K$358.6K+$1.5K2026-10-20
Peirce Capital Management, LLC
DECREASED8,9709,216-246-3%$370.6K$352.6K-$18.0K2026-10-19
Scratch Capital LLC
INCREASED8,9488,053+895+11%$323.8K$351.7K+$27.9K2026-11-02
Allstreet Capital Advisors LLC
DECREASED8,8448,997-153-2%$361.8K$347.7K-$14.1K2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED8,8108,81000%$354.3K$346.3K-$7.9K2026-10-07
Beacon Financial Advisory LLC
INCREASED8,6535,348+3,305+62%$215.0K$340.2K+$125.1K2026-10-16
Strategent Financial, LLC
UNCHANGED8,4868,48600%$341.2K$333.6K-$7.6K2026-10-30
Blume Capital Management, Inc.
UNCHANGED8,3548,35400%$335.9K$328.4K-$7.5K2026-10-26
Citrine Capital LLC
INCREASED8,3006,918+1,382+20%$278.2K$326.3K+$48.1K2026-10-14
Levin Capital Strategies, L.P.
NEW8,046—+8,046——$316.3K—2026-11-02
Spire Wealth Management
INCREASED8,0047,614+390+5%$306.2K$314.6K+$8.5K2026-10-30
Huntleigh Advisors, Inc.
UNCHANGED7,7007,70000%$309.6K$302.7K-$6.9K2026-11-03
Maryland Capital Advisors Inc.
DECREASED7,6227,712-90-1%$310.1K$299.6K-$10.5K2026-10-15
Univest Financial Corp
INCREASED7,5917,585+6+0%$305.0K$298.4K-$6.6K2026-11-05
Athena Wealth Management, LLC
DECREASED7,5517,875-324-4%$316.7K$296.8K-$19.8K2026-10-09
Pillar Financial Advisors, LLC
UNCHANGED7,5207,52000%$302.4K$295.6K-$6.8K2026-10-21
Lionshead Wealth Management, LLC
DECREASED7,3047,389-85-1%$297.1K$287.1K-$10.0K2026-10-21
Liberty Capital Management, Inc.
DECREASED7,0817,269-188-3%$292.3K$278.4K-$13.9K2026-11-02
Bright Futures Wealth Management, Llc.
DECREASED7,0357,612-577-8%$306.1K$276.6K-$29.5K2026-10-23
Landmark Wealth Management, Inc.
DECREASED6,9887,050-62-1%$283.5K$274.7K-$8.8K2026-11-04
Freedom Day Solutions, LLC
DECREASED6,89710,205-3,308-32%$410.3K$271.1K-$139.2K2026-10-20
Thompson Siegel & Walmsley LLC
UNCHANGED6,8146,81400%$274.0K$268.0K-$6.0K2026-11-05
Prosperity Advisers, LLC
INCREASED6,7495,358+1,391+26%$215.4K$265.3K+$49.9K2026-10-28
Clear Creek Financial Management, LLC
DECREASED6,63590,235-83,600-93%$3.6M$260.8K-$3.4M2026-10-28
Arcadia Wealth Management, LLC
DECREASED6,60336,841-30,238-82%$1.5M$259.6K-$1.2M2026-10-22
Crescent Grove Advisors, LLC
INCREASED6,5916,291+300+5%$253.0K$259.1K+$6.1K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED6,5215,808+713+12%$233.5K$256.3K+$22.8K2026-10-21
Riverchase Wealth Management, LLC
DECREASED6,4407,926-1,486-19%$318.7K$253.2K-$65.5K2026-10-28
Ferguson Johnson Wealth Management Inc
INCREASED6,3766,369+7+0%$256.0K$250.6K-$5.4K2026-11-05
CGN Advisors LLC
DECREASED6,35271,351-64,999-91%$2.9M$249.7K-$2.6M2026-10-21
Semitam Bonam LLC
UNCHANGED6,3396,33900%$254.9K$249.2K-$5.7K2026-10-27
Gutierrez Wealth Advisory, LLC
INCREASED5,9935,692+301+5%$228.9K$235.6K+$6.7K2026-11-02
Forthright Family Wealth Advisory LLC
DECREASED5,9405,984-44-1%$240.6K$233.5K-$7.1K2026-11-03
Leading Edge Financial Planning LLC
NEW5,728—+5,728——$225.2K—2026-10-23
Briggs Wealth Management, Inc
NEW5,569—+5,569——$218.9K—2026-10-26
Aspiriant, LLC
NEW5,550—+5,550——$218.2K—2026-10-16
Triad Wealth Partners, LLC
DECREASED5,5015,811-310-5%$219.9K$216.2K-$3.7K2026-10-26
Cannon Advisors, Inc.
NEW5,465—+5,465——$212.5K—2026-10-14
Quadrant Private Wealth Management, LLC
UNCHANGED5,4245,42400%$218.1K$213.2K-$4.9K2026-11-04
Tableaux LLC
INCREASED5,3585,122+236+5%$206.0K$210.6K+$4.7K2026-10-23
Simplicity Wealth,LLC
INCREASED5,3575,005+352+7%$201.3K$210.6K+$9.3K2026-10-23
Astra Wealth Partners LLC
DECREASED5,3336,230-897-14%$250.5K$209.6K-$40.9K2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED5,2985,060+238+5%$203.5K$208.3K+$4.8K2026-10-08
Pinnacle Bancorp, Inc.
INCREASED5,1993,861+1,338+35%$155.3K$204.4K+$49.1K2026-10-21
Rossby Financial, LCC
INCREASED5,1994,312+887+21%$173.4K$204.4K+$31.0K2026-11-05
Soltis Investment Advisors LLC
INCREASED5,1855,161+24+0%$207.5K$203.8K-$3.7K2026-10-28
Hurley Capital, LLC
INCREASED5,1684,900+268+5%$197.0K$203.2K+$6.1K2026-11-05
Vilga Financial Planning LLC
UNCHANGED5,1645,16400%$207.6K$203.0K-$4.6K2026-10-09
Natural Investments, LLC
DECREASED5,1615,403-242-4%$217.0K$202.9K-$14.1K2026-11-06
Sendero Wealth Management, LLC
NEW5,145—+5,145——$202.2K—2026-10-14
Fiduciary Alliance LLC
DECREASED5,1385,231-93-2%$210.3K$202.0K-$8.4K2026-10-13
Squire Investment Management Company, LLC
UNCHANGED5,0965,09600%$204.9K$200.3K-$4.6K2026-11-03
WMG Financial Advisors, LLC
UNCHANGED4,9794,97900%$200.2K$200.2K$02026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED4,0264,02600%$161.9K$158.3K-$3.6K2026-10-30
Nova Financial LLC
NEW3,903—+3,903——$153.4K—2026-11-04
Geneos Wealth Management Inc.
INCREASED3,750810+2,940+363%$32.6K$147.4K+$114.8K2026-11-09
Harbor Investment Advisory, LLC
DECREASED3,6707,725-4,055-52%$310.6K$144.3K-$166.4K2026-10-13
North Star Investment Management Corp.
UNCHANGED3,5283,52800%$141.9K$138.7K-$3.2K2026-10-27
Russell Investments Group, Ltd.
DECREASED3,1843,339-155-5%$134.3K$125.2K-$9.1K2026-11-06
Gilpin Wealth Management, LLC
INCREASED2,9282,555+373+15%$102.7K$115.1K+$12.4K2026-10-09
Parkside Financial Bank & Trust
DECREASED2,6045,621-3,017-54%$226.0K$102.4K-$123.7K2026-10-27
Trust Co of Vermont
UNCHANGED2,5632,56300%$103.1K$100.8K-$2.3K2026-10-21
Retirement Wealth Solutions LLC
UNCHANGED1,6691,66900%$67.1K$65.6K-$1.5K2026-10-07
Portfolio Resources Advisor Group, Inc.
NEW1,638—+1,638——$64.4K—2026-10-20
Atlantic Private Wealth, LLC
UNCHANGED1,4121,41200%$56.8K$55.5K-$1.3K2026-11-09
Signaturefd, LLC
INCREASED1,2151,207+8+1%$48.5K$47.8K-$7662026-10-23
Horizon Financial Services, LLC
INCREASED1,097993+104+10%$39.9K$43.1K+$3.2K2026-11-04
Elevation Wealth Partners, LLC
NEW1,072—+1,072——$42.1K—2026-10-07
Angeles Wealth Management, LLC
UNCHANGED1,0541,05400%$42.4K$41.4K-$9482026-10-26
UMB Bank, n.a.
UNCHANGED88588500%$35.6K$34.8K-$7972026-11-06
IMG Wealth Management, Inc.
UNCHANGED85585500%$34.4K$33.6K-$7702026-10-27
Ashton Thomas Private Wealth, LLC
NEW583—+583——$22.9K—2026-11-03
N.E.W. Advisory Services LLC
UNCHANGED56256200%$22.6K$22.1K-$5062026-11-09
City Holding Co
DECREASED5601,120-560-50%$45.0K$22.0K-$23.0K2026-10-19
Redwood Park Advisors LLC
INCREASED548544+4+1%$21.9K$21.5K-$3452026-11-02
Motco
UNCHANGED53453400%$21.5K$21.0K-$4802026-11-09
Central Trust Co
DECREASED5012,522-2,021-80%$101.4K$19.7K-$81.7K2026-11-05
TD Waterhouse Canada Inc.
INCREASED480420+60+14%$16.5K$18.9K+$2.4K2026-10-16
Montgomery Financial Services LLC
UNCHANGED46546500%$18.7K$18.3K-$4192026-11-03
Hantz Financial Services, Inc.
DECREASED446461-15-3%$19$18-$12026-11-09
RHL Group, LLC
INCREASED428398+30+8%$15.9K$16.8K+$9132026-11-04
StrongBox Wealth, LLC
NEW423—+423——$16.6K—2026-11-02
Coston, McIsaac & Partners
DECREASED358740-382-52%$29$14.1K+$14.1K2026-11-06
Bessemer Group Inc
INCREASED29340+253+633%$2$12+$102026-11-09
Team Financial Group, LLC
NEW276—+276——$10.9K—2026-10-30
Gleason Group, Inc.
INCREASED240238+2+1%$9.6K$9.4K-$1522026-10-15
Triumph Capital Management
INCREASED227225+2+1%$9.1K$8.9K-$1432026-10-14
Bayban
UNCHANGED20920900%$8.4K$8.4K$02026-11-05
Community Financial Services Group, LLC
UNCHANGED20920900%$8.2K$8.2K+$252026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED182206-24-12%$8.3K$7.2K-$1.1K2026-10-16
Tounjian Advisory Partners, LLC
INCREASED158157+1+1%$6.3K$6.2K-$992026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED14914900%$6.0K$5.9K-$1342026-10-30
Compass Financial Management LLC
NEW136—+136——$5.3K—2026-10-30
Centennial Bank
UNCHANGED13313300%$5.3K$5.2K-$1202026-11-09
Balance Wealth Partners LLC
NEW130—+130——$5.1K—2026-10-27
West Branch Capital LLC
UNCHANGED12512500%$5.0K$4.9K-$1132026-10-20
Aspect Partners, LLC
UNCHANGED10710700%$4.3K$4.2K-$962026-10-20
Darwin Wealth Management, LLC
NEW89—+89——$3.5K—2026-11-09
PFS Partners, LLC
UNCHANGED747400%$3.0K$2.9K-$672026-10-21
Key Capital Management, Inc
NEW71—+71——$2.8K—2026-11-03
Kingdom Financial Group Llc.
NEW35—+35——$1.4K—2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
NEW23—+23——$1—2026-10-14
Rachor Investment Advisory Services, LLC
UNCHANGED222200%$894$880-$142026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED212100%$834$815-$192026-10-23
Golden State Wealth Management, LLC
UNCHANGED121200%$483$472-$112026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED7700%$281$275-$62026-11-02
Williams Jones Wealth Management, Llc.
CLOSED012,323-12,323-100%$495.5K$0-$495.5K2026-11-05
Dana Investment Advisors, Inc.
CLOSED07,372-7,372-100%$296.4K$0-$296.4K2026-11-06
Earned Wealth Advisors, LLC
CLOSED05,012-5,012-100%$201.5K$0-$201.5K2026-11-06
Integrity Investment Advisors, LLC
CLOSED05,005-5,005-100%$201.3K$0-$201.3K2026-11-03
Kingswood Wealth Advisors, LLC
CLOSED04,988-4,988-100%$200.6K$0-$200.6K2026-10-23
Pinnacle Wealth Planning Services, Inc.
CLOSED0671-671-100%$27.0K$0-$27.0K2026-10-27
Turtle Creek Wealth Advisors, LLC
CLOSED0339-339-100%$13.7K$0-$13.7K2026-10-15
Evolution Advisers, Inc.
CLOSED0160-160-100%$6$0-$62026-11-06
Cullen T Bankers, Inc.
CLOSED0151-151-100%$6.1K$0-$6.1K2026-10-28
Salem Investment Counselors Inc
CLOSED062-62-100%$2.5K$0-$2.5K2026-10-13
Kings Path Partners LLC
UNCHANGED000—$13$13$02026-10-21
FMR LLC
N/A—9,655,546-9,655,546-100%$388.2M———
Bank of America Corp
N/A—7,986,445-7,986,445-100%$321.1M———
UBS Group AG
N/A—6,959,996-6,959,996-100%$279.9M———
Mariner, LLC
N/A—4,358,277-4,358,277-100%$175.2M———
Northwestern Mutual Wealth Management Co
N/A—2,803,185-2,803,185-100%$112.7M———
MAI Capital Management
N/A—2,587,135-2,587,135-100%$104.0M———
Cerity Partners LLC
N/A—2,553,687-2,553,687-100%$102.7M———
HighTower Advisors, LLC
N/A—2,473,379-2,473,379-100%$99.5M———
Wealthspire Advisors, LLC
N/A—2,373,919-2,373,919-100%$95.5M———
Royal Bank of Canada
N/A—2,327,473-2,327,473-100%$93.6M———
Cetera Investment Advisers
N/A—2,236,440-2,236,440-100%$89.9M———
Focus Partners Wealth
N/A—2,169,299-2,169,299-100%$87.2M———
Envestnet Asset Management Inc
N/A—1,669,301-1,669,301-100%$67.1M———
Mercer Global Advisors Inc
N/A—1,425,068-1,425,068-100%$57.3M———
Horizon Investments, LLC
N/A—1,371,311-1,371,311-100%$55.1M———
Focus Partners Advisor Solutions, LLC
N/A—1,300,402-1,300,402-100%$52.3M———
OneDigital Investment Advisors LLC
N/A—1,055,561-1,055,561-100%$42.4M———
WPWealth LLP
N/A—824,717-824,717-100%$33.2M———
Annandale Capital, LLC
N/A—697,284-697,284-100%$28.0M———
Stadion Money Management, LLC
N/A—661,418-661,418-100%$26.6M———
Raymond James Financial Inc
N/A—659,595-659,595-100%$26.5M———
Beacon Pointe Advisors, LLC
N/A—644,490-644,490-100%$25.9M———
Pallas Capital Advisors LLC
N/A—623,861-623,861-100%$25.1M———
Berger Financial Group, Inc
N/A—623,436-623,436-100%$25.1M———
Moneta Group Investment Advisors LLC
N/A—606,993-606,993-100%$24.4M———
JPMorgan Chase & Co
N/A—593,601-593,601-100%$23.5M———
EP Wealth Advisors, LLC
N/A—500,328-500,328-100%$20.1M———
Chico Wealth RIA
N/A—466,601-466,601-100%$18.8M———
Sequoia Financial Advisors, LLC
N/A—451,816-451,816-100%$18.2M———
Envision Financial Planning, LLC
N/A—449,919-449,919-100%$18.1M———
Osaic Holdings, Inc.
N/A—419,214-419,214-100%$16.9M———
MML Investors Services, LLC
N/A—406,849-406,849-100%$16.4M———
IMA Advisory Services, Inc.
N/A—398,310-398,310-100%$16.0M———
Private Advisor Group, LLC
N/A—377,018-377,018-100%$15.2M———
Advisory Alpha, LLC
N/A—364,776-364,776-100%$14.7M———
Parkwoods Wealth Partners, LLC
N/A—349,950-349,950-100%$14.1M———
Cresset Asset Management, LLC
N/A—344,154-344,154-100%$13.8M———
Forum Private Client Group LLC
N/A—340,859-340,859-100%$13.7M———
Vawter Financial, Ltd.
N/A—332,135-332,135-100%$13.4M———
Financial Alternatives, Inc
N/A—317,955-317,955-100%$12.8M———
Disciplined Investments, LLC
N/A—299,702-299,702-100%$12.1M———
Betterment LLC
N/A—294,068-294,068-100%$11.8M———
AE Wealth Management LLC
N/A—290,795-290,795-100%$11.7M———
Rothschild Wealth LLC
N/A—288,462-288,462-100%$11.6M———
Aptus Capital Advisors, LLC
N/A—266,905-266,905-100%$10.7M———
Spectrum Investment Advisors, Inc.
N/A—258,619-258,619-100%$10.4M———
Baird Financial Group, Inc.
N/A—258,586-258,586-100%$10.4M———
Beaird Harris Wealth Management, LLC
N/A—257,794-257,794-100%$10.4M———
Vermillion & White Wealth Management Group, LLC
N/A—254,556-254,556-100%$10.3M———
Sterling Wealth Advisors Inc
N/A—253,952-253,952-100%$10.2M———
Claris Advisors, LLC / MO /
N/A—249,442-249,442-100%$10.0M———
Bridgewater Advisors Inc.
N/A—249,214-249,214-100%$9.4M———
Wealthquest Corp
N/A—227,137-227,137-100%$9.1M———
Fiduciary Financial Advisors
N/A—227,032-227,032-100%$9.1M———
Graver Capital Management, LLC
N/A—226,753-226,753-100%$9.1M———
Jackson Thornton Wealth Management, LLC
N/A—222,146-222,146-100%$8.9M———
Pathstone Holdings, LLC
N/A—217,043-217,043-100%$8.7M———
Captrust Financial Advisors
N/A—209,245-209,245-100%$8.4M———
Waverly Advisors, LLC
N/A—202,320-202,320-100%$8.1M———
Arax Advisory Partners
N/A—197,285-197,285-100%$7.9M———
KEB Asset Management, LLC
N/A—193,157-193,157-100%$7.8M———
Note Advisors, LLC
N/A—190,093-190,093-100%$7.6M———
CVA Family Office, LLC
N/A—179,434-179,434-100%$7.2M———
Vance Wealth, LLC
N/A—178,912-178,912-100%$7.2M———
Integrity Wealth Solutions LLC
N/A—177,726-177,726-100%$7.1M———
ArborFi Advisors, LLC
N/A—176,632-176,632-100%$7.1M———
Keebeck Wealth Management
N/A—176,598-176,598-100%$7.1M———
Integrated Wealth Concepts LLC
N/A—174,012-174,012-100%$7.0M———
Curio Wealth, LLC
N/A—170,344-170,344-100%$6.8M———
Equitable Holdings, Inc.
N/A—138,811-138,811-100%$5.6M———
Arkadios Wealth Advisors
N/A—138,205-138,205-100%$5.6M———
Retirement Income Solutions, Inc
N/A—130,010-130,010-100%$4.4M———
Keating Financial Advisory Services, Inc.
N/A—123,967-123,967-100%$5.0M———
Aegis Wealth Management LLC
N/A—123,015-123,015-100%$4.9M———
NewEdge Wealth, LLC
N/A—122,030-122,030-100%$4.9M———
Old Mission Capital LLC
N/A—121,993-121,993-100%$4.9M———
Daner Wealth Management, LLC
N/A—121,079-121,079-100%$4.8M———
Savvy Advisors, Inc.
N/A—117,185-117,185-100%$4.7M———
Kilner Capital Advisors, LLC
N/A—114,286-114,286-100%$4.6M———
Commerce Bank
N/A—113,204-113,204-100%$4.6M———
Family Manage LLC
N/A—105,167-105,167-100%$4.2M———
Stifel Financial Corp
N/A—103,424-103,424-100%$4.2M———
Capstone Wealth Management, Inc.
N/A—100,040-100,040-100%$3.9M———
AQR Capital Management LLC
N/A—97,818-97,818-100%$3.9M———
Financial Engines Advisors L.L.C.
N/A—94,974-94,974-100%$3.8M———
Sanchez Levi Garrett
N/A—91,573-91,573-100%$3.7M———
Noble Wealth Partners LLC
N/A—90,548-90,548-100%$3.6M———
Pinnacle Financial Partners, Inc.
N/A—88,490-88,490-100%$3.6M———
FMB Wealth Management
N/A—84,259-84,259-100%$3.4M———
Hilltop Holdings Inc.
N/A—80,735-80,735-100%$3.2M———
Morris Financial Concepts, Inc.
N/A—79,816-79,816-100%$3.2M———
Platform Wealth Management, LLC
N/A—77,268-77,268-100%$3.1M———
Peapack Gladstone Financial Corp
N/A—71,620-71,620-100%$2.9M———
Beckerman Institutional, LLC
N/A—71,491-71,491-100%$2.9M———
Fischer Investment Strategies, LLC
N/A—71,418-71,418-100%$2.9M———
Morgan Stanley
N/A—71,312-71,312-100%$2.9M———
Dopkins Wealth Management, LLC
N/A—69,610-69,610-100%$2.8M———
Zhang Financial LLC
N/A—64,482-64,482-100%$2.6M———
Mutual Advisors, LLC
N/A—64,054-64,054-100%$2.6M———
LaSalle St. Investment Advisors, LLC
N/A—61,454-61,454-100%$2.5M———
Sentinel Wealth Management, Inc.
N/A—61,007-61,007-100%$2.5M———
Medallion Wealth Advisors, LLC
N/A—60,276-60,276-100%$2.4M———
Stratos Investment Management, LLC
N/A—58,333-58,333-100%$2.3M———
Tandem Financial, LLC
N/A—57,896-57,896-100%$2.3M———
Dorsey & Whitney Trust Co LLC
N/A—56,498-56,498-100%$2.3M———
PW Advisors, LLC \ FL
N/A—55,354-55,354-100%$2.2M———
Cordant, Inc.
N/A—53,610-53,610-100%$2.2M———
UBS Asset Management Americas LLC
N/A—51,428-51,428-100%$2.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—51,230-51,230-100%$2.1M———
Waddell & Associates, LLC
N/A—51,061-51,061-100%$2.1M———
Ameritas Advisory Services, LLC
N/A—47,984-47,984-100%$1.9M———
Eldridge Investment Advisors, Inc.
N/A—47,423-47,423-100%$1.9M———
Seven Springs Wealth Group, LLC
N/A—47,296-47,296-100%$1.9M———
SEI Investments Co
N/A—46,839-46,839-100%$1.9M———
American Investment Services, Inc.
N/A—41,334-41,334-100%$1.7M———
Vantage Point Financial LLC
N/A—40,329-40,329-100%$1.6M———
L & S Advisors Inc
N/A—38,354-38,354-100%$1.5M———
Garrison Point Advisors, LLC
N/A—36,505-36,505-100%$1.5M———
Invst, LLC
N/A—36,075-36,075-100%$1.5M———
Northern Trust Corp
N/A—35,235-35,235-100%$1.4M———
Trailhead Planners LLC
N/A—31,706-31,706-100%$1.3M———
Brown Advisory Inc
N/A—31,608-31,608-100%$1.3M———
Quantinno Capital Management LP
N/A—30,357-30,357-100%$1.2M———
TRU Independence Asset Management 2, LLC
N/A—28,959-28,959-100%$1.2M———
CarsonAllaria Wealth Management, Ltd.
N/A—27,028-27,028-100%$1.1M———
Foster & Motley Inc
N/A—26,717-26,717-100%$1.1M———
Summit Financial, LLC
N/A—23,811-23,811-100%$957.4K———
NewEdge Advisors, LLC
N/A—23,732-23,732-100%$954.3K———
Cloud Capital Management, LLC
N/A—23,658-23,658-100%$951.0K———
Stratos Wealth Partners, Ltd.
N/A—23,616-23,616-100%$949.6K———
Nuveen, LLC
N/A—23,603-23,603-100%$949.0K———
Atlanta Consulting Group Advisors, LLC
N/A—23,592-23,592-100%$948.6K———
O'shaughnessy Asset Management, LLC
N/A—23,316-23,316-100%$937.5K———
Eaton-Cambridge Inc.
N/A—22,163-22,163-100%$891.2K———
BlackRock, Inc.
N/A—22,019-22,019-100%$885.4K———
Advisory Services Network, LLC
N/A—20,676-20,676-100%$831.4K———
Rehmann Capital Advisory Group
N/A—20,564-20,564-100%$826.9K———
Lifeworks Advisors, LLC
N/A—20,471-20,471-100%$823.1K———
Sanctuary Advisors, LLC
N/A—20,170-20,170-100%$811.1K———
Fort Vancouver Investment Management, LLC
N/A—19,751-19,751-100%$794.2K———
Walter & Keenan Wealth Management LLC
N/A—19,332-19,332-100%$777.3K———
Okabena Investment Services Inc
N/A—19,259-19,259-100%$774.4K———
Magnolia Private Wealth, LLC
N/A—18,780-18,780-100%$755.1K———
Balanced Rock Investment Advisors LLC
N/A—18,172-18,172-100%$730.7K———
Rockefeller Capital Management L.P.
N/A—17,189-17,189-100%$691.2K———
GWN Securities Inc.
N/A—17,188-17,188-100%$691.1K———
Broadhurst Jeffrey B
N/A—16,940-16,940-100%$681.2K———
One Capital Management, LLC
N/A—16,832-16,832-100%$569.9K———
Wealthspan Partners, LLC
N/A—16,370-16,370-100%$658.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—15,531-15,531-100%$624.5K———
Longview Financial Advisors LLC
N/A—15,492-15,492-100%$622.9K———
Rather & Kittrell, Inc.
N/A—15,289-15,289-100%$614.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—14,947-14,947-100%$601.0K———
Strategic Investment Solutions, Inc.
N/A—14,440-14,440-100%$580.7K———
V2 Financial group LLC
N/A—14,374-14,374-100%$578.0K———
Principal Securities, Inc.
N/A—14,264-14,264-100%$573.6K———
Pinnacle Family Advisors, LLC
N/A—14,000-14,000-100%$562.9K———
Fielder Capital Group LLC
N/A—13,387-13,387-100%$538.3K———
Caprock Group, LLC
N/A—12,668-12,668-100%$509.4K———
Innovative Asset Advisors Group, LLC
N/A—12,599-12,599-100%$506.6K———
Goldman Sachs Group Inc
N/A—12,559-12,559-100%$505.0K———
Janney Montgomery Scott LLC
N/A—12,408-12,408-100%$499.0K———
Ruedi Wealth Management, Inc.
N/A—12,148-12,148-100%$488.5K———
AssuredPartners Investment Advisors, LLC
N/A—12,126-12,126-100%$487.6K———
Susquehanna International Group, LLP
N/A—11,653-11,653-100%$468.6K———
Natixis Advisors, LLC
N/A—11,366-11,366-100%$457.0K———
&partners
N/A—11,131-11,131-100%$447.6K———
Pinney & Scofield, Inc.
N/A—10,602-10,602-100%$426.3K———
Presidio Capital Management, LLC
N/A—10,449-10,449-100%$420.1K———
Jones Financial Companies Lllp
N/A—10,437-10,437-100%$411.3K———
Tudor Investment Corp ET AL
N/A—10,341-10,341-100%$415.8K———
Ponta Wealth Partners, LLC
N/A—9,761-9,761-100%$392.5K———
Tanglewood Legacy Advisors, LLC
N/A—9,659-9,659-100%$388.4K———
Seneschal Advisors, LLC
N/A—9,233-9,233-100%$371.3K———
Passive Capital Management, Llc.
N/A—8,825-8,825-100%$287.4K———
Vertex Planning Partners, LLC
N/A—8,509-8,509-100%$342.1K———
Gladstone Institutional Advisory LLC
N/A—8,198-8,198-100%$329.6K———
Inspire Advisors, LLC
N/A—7,770-7,770-100%$311.2K———
HM Payson & Co
N/A—7,571-7,571-100%$304.4K———
VSM Wealth Advisory, LLC
N/A—7,488-7,488-100%$301.1K———
Mosaic Family Wealth Partners, LLC
N/A—7,277-7,277-100%$292.6K———
Stephens Inc
N/A—7,149-7,149-100%$287.5K———
C M Bidwell & Associates LTD
N/A—7,021-7,021-100%$282.3K———
Smartleaf Asset Management LLC
N/A—6,869-6,869-100%$272.4K———
Pure Financial Advisors, LLC
N/A—6,836-6,836-100%$274.9K———
Wells Fargo & Company
N/A—6,617-6,617-100%$266.1K———
Mayport, LLC
N/A—6,334-6,334-100%$254.7K———
Bragg Financial Advisors, Inc
N/A—6,254-6,254-100%$251.5K———
Novak & Powell Financial Services, Inc.
N/A—6,192-6,192-100%$249.0K———
Marshall Financial Group, LLC
N/A—6,125-6,125-100%$246.3K———
Second Half Financial Partners, LLC
N/A—6,002-6,002-100%$241.3K———
Hancock Whitney Corp
N/A—5,854-5,854-100%$235.4K———
Hanover Advisors Inc
N/A—5,665-5,665-100%$227.8K———
Professional Financial Solutions LLC
N/A—5,481-5,481-100%$220.4K———
Greenline Wealth Management LLC
N/A—5,395-5,395-100%$216.9K———
First American Trust, FSB
N/A—5,283-5,283-100%$212.4K———
Cerity Partners Retirement Plan Advisors LLC
N/A—5,278-5,278-100%$212.2K———
Johnson Investment Counsel Inc
N/A—5,275-5,275-100%$212.1K———
HRT Financial LP
N/A—5,165-5,165-100%$207.0K———
Fort Point Capital Partners LLC
N/A—5,152-5,152-100%$207.2K———
Transcend Capital Advisors, LLC
N/A—5,115-5,115-100%$205.7K———
ATLas Financial Planning LLC
N/A—5,056-5,056-100%$203.3K———
Rialto Wealth Management, LLC
N/A—4,283-4,283-100%$172.2K———
Orion Capital Management LLC
N/A—4,140-4,140-100%$166.5K———
Atlantic Union Bankshares Corp
N/A—3,894-3,894-100%$156.6K———
Nalls Sherbakoff Group, LLC
N/A—3,849-3,849-100%$154.8K———
Global Retirement Partners, LLC
N/A—2,934-2,934-100%$118.0K———
Vanguard Advisers Inc
N/A—2,503-2,503-100%$100.6K———
National Bank of Canada
N/A—2,242-2,242-100%$89.4K———
Glassman Wealth Services
N/A—1,690-1,690-100%$68.0K———
Sittner & Nelson, LLC
N/A—1,535-1,535-100%$61.7K———
Ancora Advisors LLCA
N/A—1,226-1,226-100%$49.3K———
Banco de Sabadell, S.a
N/A—1,058-1,058-100%$43———
LRI Investments, LLC
N/A—1,036-1,036-100%$41.7K———
Huntington National Bank
N/A—1,006-1,006-100%$40.5K———
Steward Partners Investment Advisory, LLC
N/A—849-849-100%$34.1K———
Financial Gravity Companies, Inc.
N/A—847-847-100%$34.1K———
Howe & Rusling Inc
N/A—729-729-100%$29.3K———
SHP Wealth Management
N/A—702-702-100%$28.2K———
Tiaa Wealth Investment Management LLC
N/A—623-623-100%$24.7K———
Topsail Wealth Management, LLC
N/A—537-537-100%$21.6K———
Raffa Wealth Management, LLC
N/A—537-537-100%$21.6K———
Oakmont Advisory Group, LLC
N/A—521-521-100%$20.9K———
Crewe Advisors LLC
N/A—488-488-100%$19.6K———
Ameriflex Group, Inc.
N/A—480-480-100%$19.3K———
Strategic Wealth Partners, Ltd.
N/A—413-413-100%$16.6K———
Mpwm Advisory Solutions, LLC
N/A—385-385-100%$15.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—363-363-100%$14.4K———
Godfrey Financial Associates, Inc.
N/A—340-340-100%$13.7K———
Corsicana & Co.
N/A—310-310-100%$12.5K———
BFC Planning, Inc.
N/A—223-223-100%$9.0K———
Synergy Investment Management, LLC
N/A—211-211-100%$8.5K———
JDM Financial Group LLC
N/A—200-200-100%$8.0K———
FAS Wealth Partners, Inc.
N/A—194-194-100%$7.8K———
Mark Sheptoff Financial Planning, LLC
N/A—150-150-100%$6.0K———
Frazier Financial Advisors, LLC
N/A—132-132-100%$5.3K———
Showing 751 of 751 institutions