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Dimensional US EQ MKT ETF (DFUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Maseco LLP
DECREASED
Shares7,138,795 from 7,371,581
Change-232,786 (-3%)
Value$592.9M (-$11.0M)
Filed 2026-10-27
Root Financial Partners, LLC
INCREASED
Shares5,533,635 from 5,198,745
Change+334,890 (+6%)
Value$459.5M (+$33.5M)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares5,318,761 from 4,839,412
Change+479,349 (+10%)
Value$441.6M (+$45.1M)
Filed 2026-10-29
Index Fund Advisors, Inc.
INCREASED
Shares5,022,692 from 4,989,844
Change+32,848 (+1%)
Value$417.0M (+$8.2M)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares4,731,975 from 4,250,622
Change+481,353 (+11%)
Value$392.9M (+$91.5M)
Filed 2026-10-13
Plancorp, LLC
DECREASED
Shares4,371,622 from 4,426,858
Change-55,236 (-1%)
Value$360.4M (-$2.2M)
Filed 2026-11-03
TCI Wealth Advisors, Inc.
INCREASED
Shares4,110,854 from 3,829,125
Change+281,729 (+7%)
Value$341.3M (+$27.6M)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares3,444,698 from 3,407,781
Change+36,917 (+1%)
Value$286.0M (+$6.8M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares3,355,976 from 3,321,135
Change+34,841 (+1%)
Value$278.6M (+$6.5M)
Filed 2026-11-02
Great Waters Wealth Management
INCREASED
Shares3,114,270 from 2,934,668
Change+179,602 (+6%)
Value$258.6M (+$18.1M)
Filed 2026-10-07
G2 Capital Management, LLC / OH
INCREASED
Shares2,407,093 from 2,353,192
Change+53,901 (+2%)
Value$199.9M (+$7.0M)
Filed 2026-10-23
Apella Capital, LLC
DECREASED
Shares2,155,906 from 2,199,716
Change-43,810 (-2%)
Value$182.5M (+$2.6M)
Filed 2026-10-08
Earned Wealth Advisors, LLC
INCREASED
Shares1,732,161 from 1,726,300
Change+5,861 (+0%)
Value$143.8M (+$2.4M)
Filed 2026-11-06
Flagstone Financial Management
INCREASED
Shares1,586,605 from 1,555,365
Change+31,240 (+2%)
Value$131.7M (+$4.3M)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares1,332,684 from 1,252,540
Change+80,144 (+6%)
Value$110.7M (+$7.9M)
Filed 2026-11-06
JFS Wealth Advisors, LLC
DECREASED
Shares1,322,771 from 1,333,612
Change-10,841 (-1%)
Value$109.8M (+$553.5K)
Filed 2026-11-03
Intelligence Driven Advisers, LLC
INCREASED
Shares1,293,755 from 1,279,127
Change+14,628 (+1%)
Value$107.4M (+$2.6M)
Filed 2026-10-09
Colony Family Offices, LLC
INCREASED
Shares1,224,151 from 1,204,562
Change+19,589 (+2%)
Value$101.6M (+$2.9M)
Filed 2026-10-22
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,174,418 from 1,169,867
Change+4,551 (+0%)
Value$97.5M (+$1.7M)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares1,152,937 from 1,177,121
Change-24,184 (-2%)
Value$95.7M (-$725.0K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares1,147,085 from 1,149,698
Change-2,613 (0%)
Value$94.9M (+$2.1M)
Filed 2026-10-27
Forum Financial Management, LP
DECREASED
Shares1,128,313 from 1,145,416
Change-17,103 (-1%)
Value$93.7M (-$171.5K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,119,789 from 1,041,811
Change+77,978 (+7%)
Value$93.0M (+$8.3M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares1,068,576 from 1,591,766
Change-523,190 (-33%)
Value$88.7M (-$41.7M)
Filed 2026-11-02
Penney Financial, LLC
INCREASED
Shares957,113 from 893,449
Change+63,664 (+7%)
Value$79.5M (+$6.3M)
Filed 2026-10-20
Austin Asset Management Co Inc
INCREASED
Shares943,709 from 941,091
Change+2,618 (+0%)
Value$78.4M (+$1.2M)
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares938,634 from 935,798
Change+2,836 (+0%)
Value$77.9M (+$1.3M)
Filed 2026-10-28
Foster Group, Inc.
DECREASED
Shares932,666 from 941,437
Change-8,771 (-1%)
Value$77.4M (+$297.9K)
Filed 2026-10-13
Foundry Financial LLC
INCREASED
Shares930,126 from 763,870
Change+166,256 (+22%)
Value$77.2M (+$14.6M)
Filed 2026-10-16
Evanson Financial, LLC
DECREASED
Shares929,815 from 930,248
Change-433 (0%)
Value$77.2M (+$978.0K)
Filed 2026-10-23
Elser Financial Planning, Inc
DECREASED
Shares916,566 from 920,864
Change-4,298 (0%)
Value$76.1M (+$646.9K)
Filed 2026-10-16
Heritage Wealth Management, Inc. s
INCREASED
Shares905,266 from 889,725
Change+15,541 (+2%)
Value$75.1M (+$2.2M)
Filed 2026-11-06
Quadcap Wealth Management, LLC
INCREASED
Shares902,861 from 863,161
Change+39,700 (+5%)
Value$75.0M (+$4.2M)
Filed 2026-11-02
Wealth Management Nebraska
INCREASED
Shares898,692 from 882,866
Change+15,826 (+2%)
Value$74.6M (+$2.3M)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
INCREASED
Shares890,197 from 876,290
Change+13,907 (+2%)
Value$73.9M (+$2.1M)
Filed 2026-10-26
Olio Financial Planning
DECREASED
Shares889,894 from 896,829
Change-6,935 (-1%)
Value$73.9M (+$401.8K)
Filed 2026-10-22
Aspen Wealth Management LLC
INCREASED
Shares889,269 from 827,733
Change+61,536 (+7%)
Value$73.8M (+$6.0M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares853,683 from 779,203
Change+74,480 (+10%)
Value$70.9M (+$7.0M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares808,133 from 591,783
Change+216,350 (+37%)
Value$67.1M (+$18.6M)
Filed 2026-10-08
1900 Wealth Management LLC
DECREASED
Shares773,389 from 776,310
Change-2,921 (0%)
Value$64.2M (+$603.7K)
Filed 2026-10-13
RS Crum Inc.
INCREASED
Shares763,575 from 753,902
Change+9,673 (+1%)
Value$63.4M (+$1.6M)
Filed 2026-10-19
Leading Edge Financial Planning LLC
INCREASED
Shares741,761 from 4,156
Change+737,605 (+17748%)
Value$61.6M (+$61.2M)
Filed 2026-10-23
Hurlow Wealth Management Group, Inc.
INCREASED
Shares718,718 from 697,119
Change+21,599 (+3%)
Value$59.7M (+$2.6M)
Filed 2026-10-29
Crusonia Wealth Advisors LLC
INCREASED
Shares707,556 from 660,410
Change+47,146 (+7%)
Value$58.7M (+$4.6M)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares692,859 from 691,296
Change+1,563 (+0%)
Value$57.5M (+$883.3K)
Filed 2026-10-30
RIA Advisory Group LLC
INCREASED
Shares681,413 from 11,200
Change+670,213 (+5984%)
Value$56.6M (+$55.7M)
Filed 2026-10-15
Crown Wealth Group, LLC
INCREASED
Shares666,922 from 657,362
Change+9,560 (+1%)
Value$55.4M (+$1.5M)
Filed 2026-10-19
CWS Financial Advisors, LLC
INCREASED
Shares653,506 from 586,781
Change+66,725 (+11%)
Value$54.3M (+$6.2M)
Filed 2026-10-16
Bernardo Wealth Planning LLC
INCREASED
Shares641,138 from 300,091
Change+341,047 (+114%)
Value$53.2M (+$28.6M)
Filed 2026-10-23
McLean Asset Management Corp
DECREASED
Shares612,348 from 621,126
Change-8,778 (-1%)
Value$48.9M (-$1.8M)
Filed 2026-11-06
Warburton Capital Management, LLC
INCREASED
Shares600,576 from 367,506
Change+233,070 (+63%)
Value$49.4M (+$19.3M)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
INCREASED
Shares570,211 from 566,467
Change+3,744 (+1%)
Value$47.3M (+$928.3K)
Filed 2026-10-13
Disciplined Equity Management, Inc.
INCREASED
Shares559,941 from 556,457
Change+3,484 (+1%)
Value$46.5M (+$895.8K)
Filed 2026-10-14
Three Arch Wealth Management LLC
DECREASED
Shares558,477 from 573,323
Change-14,846 (-3%)
Value$46.4M (-$607.7K)
Filed 2026-10-20
Greenspring Advisors, LLC
DECREASED
Shares505,832 from 508,931
Change-3,099 (-1%)
Value$42.0M (+$297.4K)
Filed 2026-11-05
Heritage Investment Group, Inc.
DECREASED
Shares501,747 from 502,967
Change-1,220 (0%)
Value$41.7M (+$446.9K)
Filed 2026-11-03
Owl Creek Wealth Partners LLC
INCREASED
Shares499,432 from 480,458
Change+18,974 (+4%)
Value$41.5M (+$2.1M)
Filed 2026-10-20
TCP Asset Management, LLC
INCREASED
Shares490,717 from 474,753
Change+15,964 (+3%)
Value$41.2M (+$2.3M)
Filed 2026-10-14
Guardian Wealth Management, LLC
DECREASED
Shares473,366 from 494,759
Change-21,393 (-4%)
Value$39.3M (-$1.2M)
Filed 2026-10-14
SC&H Financial Advisors, Inc.
INCREASED
Shares469,767 from 459,468
Change+10,299 (+2%)
Value$39.0M (+$1.4M)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares455,798 from 686,225
Change-230,427 (-34%)
Value$37.8M (-$18.4M)
Filed 2026-10-21
ARK & TLK Investments, LLC
DECREASED
Shares448,596 from 453,692
Change-5,096 (-1%)
Value$37.2M (+$71.4K)
Filed 2026-10-20
Dixon Fnancial Services, Inc.
DECREASED
Shares424,365 from 429,043
Change-4,678 (-1%)
Value$35.2M (+$79.3K)
Filed 2026-10-23
Retirement Solution LLC
DECREASED
Shares414,579 from 421,813
Change-7,234 (-2%)
Value$34.4M (-$140.8K)
Filed 2026-10-27
AG Asset Advisory, LLC
INCREASED
Shares404,313 from 403,309
Change+1,004 (+0%)
Value$33.6M (+$523.0K)
Filed 2026-11-06
Freedom Investment Management, Inc.
DECREASED
Shares399,778 from 486,503
Change-86,725 (-18%)
Value$33.2M (-$6.7M)
Filed 2026-11-09
Investmark Advisory Group LLC
INCREASED
Shares381,295 from 365,001
Change+16,294 (+4%)
Value$31.7M (+$1.8M)
Filed 2026-10-27
Timonier Family Office, Ltd.
DECREASED
Shares380,040 from 381,895
Change-1,855 (0%)
Value$31.6M (+$262.2K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares368,485 from 422,966
Change-54,481 (-13%)
Value$30.6M (-$4.1M)
Filed 2026-10-15
Royal Harbor Partners, LLC
INCREASED
Shares362,716 from 359,212
Change+3,504 (+1%)
Value$30.1M (+$682.5K)
Filed 2026-10-29
Asset Dedication, LLC
INCREASED
Shares360,859 from 359,582
Change+1,277 (+0%)
Value$30.0M (+$498.0K)
Filed 2026-11-03
SouthState Bank Corp
INCREASED
Shares350,855 from 343,173
Change+7,682 (+2%)
Value$29.1M (+$1.0M)
Filed 2026-11-09
Allodium Investment Consultants, LLC
DECREASED
Shares340,943 from 341,010
Change-67 (0%)
Value$28.3M (+$366.1K)
Filed 2026-10-14
Meritas Wealth Management, LLC
INCREASED
Shares338,591 from 327,390
Change+11,201 (+3%)
Value$28.1M (+$1.3M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares338,501 from 331,141
Change+7,360 (+2%)
Value$28.1M (+$972.0K)
Filed 2026-11-02
Babb Wealth Advisors LLC
INCREASED
Shares327,587 from 314,557
Change+13,030 (+4%)
Value$27.2M (+$1.4M)
Filed 2026-10-30
McMill Wealth Management
NEW
Shares312,754
Change+312,754
Value$26.0M
Filed 2026-11-05
Cypress Point Wealth Management, LLC
INCREASED
Shares306,486 from 292,275
Change+14,211 (+5%)
Value$25.4M (+$1.5M)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares302,505 from 297,466
Change+5,039 (+2%)
Value$25.1M (+$742.6K)
Filed 2026-10-28
Trinity Financial Advisors LLC
DECREASED
Shares301,875 from 303,027
Change-1,152 (0%)
Value$25.1M (+$234.7K)
Filed 2026-10-09
Pillar Financial Advisors, LLC
INCREASED
Shares290,970 from 277,505
Change+13,465 (+5%)
Value$24.2M (+$1.4M)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares285,313 from 173,937
Change+111,376 (+64%)
Value$23.7M (+$9.4M)
Filed 2026-10-26
GEM Asset Management, LLC
INCREASED
Shares282,539 from 251,755
Change+30,784 (+12%)
Value$23.5M (+$2.8M)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares275,555 from 172,218
Change+103,337 (+60%)
Value$22.6M (+$8.5M)
Filed 2026-11-06
Mendota Financial Group, LLC
DECREASED
Shares273,353 from 276,311
Change-2,958 (-1%)
Value$22.7M (+$55.6K)
Filed 2026-10-07
Cardiff Park Advisors, LLC
INCREASED
Shares266,550 from 238,454
Change+28,096 (+12%)
Value$22.1M (+$2.6M)
Filed 2026-11-09
Legacy Financial Group, Inc.
INCREASED
Shares266,076 from 249,348
Change+16,728 (+7%)
Value$22.1M (+$1.7M)
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares250,110 from 251,155
Change-1,045 (0%)
Value$20.8M (+$187.0K)
Filed 2026-10-30
Security Financial Services, Inc.
DECREASED
Shares246,405 from 247,063
Change-658 (0%)
Value$20.5M (+$214.7K)
Filed 2026-10-29
Tassel Capital Management, Inc.
INCREASED
Shares237,973 from 228,966
Change+9,007 (+4%)
Value$19.8M (+$997.4K)
Filed 2026-10-20
PFG Advisors
INCREASED
Shares237,910 from 232,677
Change+5,233 (+2%)
Value$19.8M (+$688.1K)
Filed 2026-10-16
Certified Advisory Corp
INCREASED
Shares232,853 from 209,395
Change+23,458 (+11%)
Value$19.3M (+$2.2M)
Filed 2026-10-29
Capstone Wealth Management, LLC
INCREASED
Shares231,248 from 217,893
Change+13,355 (+6%)
Value$19.2M (+$1.3M)
Filed 2026-11-02
KPP Advisory Services LLC
INCREASED
Shares225,611 from 218,892
Change+6,719 (+3%)
Value$18.7M (+$796.5K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
INCREASED
Shares219,832 from 214,100
Change+5,732 (+3%)
Value$18.3M (+$709.4K)
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares212,565 from 213,916
Change-1,351 (-1%)
Value$17.6M (+$121.0K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares199,797 from 189,403
Change+10,394 (+5%)
Value$16.6M (+$1.1M)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares199,382 from 135,509
Change+63,873 (+47%)
Value$16.6M (+$5.5M)
Filed 2026-10-23
Kraft, Davis & Associates, LLC
INCREASED
Shares191,215 from 184,603
Change+6,612 (+4%)
Value$16.0M (+$955.1K)
Filed 2026-10-21
Kestra Investment Management, LLC
INCREASED
Shares187,879 from 182,065
Change+5,814 (+3%)
Value$15.6M (+$681.2K)
Filed 2026-11-04
Northwest Wealth Management, LLC
INCREASED
Shares180,490 from 176,175
Change+4,315 (+2%)
Value$15.0M (+$550.3K)
Filed 2026-10-30
Private Wealth Management Group, LLC
DECREASED
Shares172,105 from 172,340
Change-235 (0%)
Value$14.3M (+$168.3K)
Filed 2026-10-19
Sutton Place Investors LLC
INCREASED
Shares169,122 from 169,100
Change+22 (+0%)
Value$14.0M (+$186.2K)
Filed 2026-10-20
Coston, McIsaac & Partners
INCREASED
Shares168,687 from 157,646
Change+11,041 (+7%)
Value$14.0M (+$1.1M)
Filed 2026-11-06
BostonPremier Wealth LLC
INCREASED
Shares163,043 from 153,731
Change+9,312 (+6%)
Value$13.5M (+$940.8K)
Filed 2026-10-16
AWM Capital, LLC
DECREASED
Shares162,376 from 166,290
Change-3,914 (-2%)
Value$13.5M (-$143.7K)
Filed 2026-10-16
Physician Wealth Solutions Inc.
UNCHANGED
Shares157,689 from 157,689
Change0 (0%)
Value$13.1M (+$171.9K)
Filed 2026-10-14
Warwick Investment Management, Inc.
DECREASED
Shares154,627 from 155,213
Change-586 (0%)
Value$12.8M (+$120.5K)
Filed 2026-10-19
Herold Advisors, Inc.
INCREASED
Shares154,403 from 148,859
Change+5,544 (+4%)
Value$12.8M (+$622.1K)
Filed 2026-10-19
Alpha Financial Advisors, LLC
DECREASED
Shares154,089 from 162,455
Change-8,366 (-5%)
Value$12.8M (-$517.6K)
Filed 2026-11-09
Wealth Advisory Team LLC
DECREASED
Shares153,738 from 156,140
Change-2,402 (-2%)
Value$12.8M (-$29.2K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
DECREASED
Shares153,196 from 681,053
Change-527,857 (-78%)
Value$12.7M (-$43.1M)
Filed 2026-10-26
CGN Advisors LLC
INCREASED
Shares152,641 from 145,904
Change+6,737 (+5%)
Value$12.7M (+$718.3K)
Filed 2026-10-21
Cedar Point Capital Partners, LLC
INCREASED
Shares150,943 from 150,759
Change+184 (+0%)
Value$12.5M (+$179.6K)
Filed 2026-10-29
Hughes Financial Services, LLC
DECREASED
Shares147,418 from 148,814
Change-1,396 (-1%)
Value$12.4M (+$181.9K)
Filed 2026-10-30
CFS Investment Advisory Services, LLC
INCREASED
Shares147,404 from 143,910
Change+3,494 (+2%)
Value$12.5M (+$777.5K)
Filed 2026-10-19
RF&L Wealth Management, LLC
DECREASED
Shares144,723 from 145,653
Change-930 (-1%)
Value$12.0M (+$81.5K)
Filed 2026-10-20
Embree Financial Group
DECREASED
Shares143,357 from 145,623
Change-2,266 (-2%)
Value$11.9M (-$29.4K)
Filed 2026-10-22
Fund Evaluation Group, LLC
INCREASED
Shares143,183 from 140,789
Change+2,394 (+2%)
Value$11.9M (+$352.2K)
Filed 2026-11-05
Greenwood Capital Associates LLC
DECREASED
Shares142,761 from 150,832
Change-8,071 (-5%)
Value$11.9M (-$505.7K)
Filed 2026-10-27
Sowell Financial Services LLC
INCREASED
Shares140,311 from 139,412
Change+899 (+1%)
Value$11.7M (+$226.6K)
Filed 2026-10-23
XY Planning Network, Inc.
INCREASED
Shares136,487 from 126,210
Change+10,277 (+8%)
Value$11.3M (+$990.8K)
Filed 2026-10-14
LVZ, Inc.
INCREASED
Shares132,208 from 123,390
Change+8,818 (+7%)
Value$11.0M (+$866.7K)
Filed 2026-10-20
Tillman Hartley LLC
DECREASED
Shares132,021 from 142,075
Change-10,054 (-7%)
Value$11.0M (-$679.9K)
Filed 2026-11-06
Concord Wealth Partners
DECREASED
Shares128,160 from 175,929
Change-47,769 (-27%)
Value$10.6M (-$3.8M)
Filed 2026-11-02
Maryland State Retirement & Pension System
NEW
Shares125,569
Change+125,569
Value$10.4M
Filed 2026-11-05
Bayshore Asset Management, LLC
INCREASED
Shares122,922 from 118,167
Change+4,755 (+4%)
Value$10.4M (+$725.1K)
Filed 2026-11-03
Burk Holdings LLC
INCREASED
Shares121,536 from 105,854
Change+15,682 (+15%)
Value$10.1M (+$1.4M)
Filed 2026-11-05
Richard Young Associates, Ltd.
DECREASED
Shares118,599 from 120,676
Change-2,077 (-2%)
Value$9.8M (-$40.9K)
Filed 2026-11-03
DWR Wealth Management, LLC
INCREASED
Shares115,052 from 91,640
Change+23,412 (+26%)
Value$9.6M (+$2.1M)
Filed 2026-10-13
Quantum Financial Advisors, LLC
INCREASED
Shares113,173 from 104,854
Change+8,319 (+8%)
Value$9.4M (+$805.0K)
Filed 2026-11-03
Lauterbach Financial Advisors, LLC
INCREASED
Shares113,092 from 108,460
Change+4,632 (+4%)
Value$9.4M (+$502.8K)
Filed 2026-10-21
Altiora Financial Group, LLC
DECREASED
Shares111,515 from 111,570
Change-55 (0%)
Value$9.3M (+$117.0K)
Filed 2026-11-04
JDH Wealth Management, LLC
DECREASED
Shares110,635 from 110,958
Change-323 (0%)
Value$9.2M (+$94.1K)
Filed 2026-10-20
Kondo Wealth Advisors, Inc.
DECREASED
Shares105,950 from 106,652
Change-702 (-1%)
Value$8.8M (+$58.0K)
Filed 2026-10-19
Harbour Investments, Inc.
DECREASED
Shares104,565 from 136,546
Change-31,981 (-23%)
Value$8.7M (-$2.5M)
Filed 2026-11-09
Tortoise Investment Management, LLC
DECREASED
Shares103,279 from 105,284
Change-2,005 (-2%)
Value$8.6M (-$51.7K)
Filed 2026-11-06
SeaBridge Investment Advisors LLC
DECREASED
Shares102,871 from 107,387
Change-4,516 (-4%)
Value$8.5M (-$257.9K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
DECREASED
Shares101,369 from 102,083
Change-714 (-1%)
Value$8.4M (+$52.0K)
Filed 2026-10-16
Semitam Bonam LLC
DECREASED
Shares101,069 from 101,537
Change-468 (0%)
Value$8.4M (+$71.9K)
Filed 2026-10-27
First National Bank & Trust Co of Newtown
DECREASED
Shares98,693 from 100,458
Change-1,765 (-2%)
Value$8.1M (-$61.1K)
Filed 2026-11-09
Ridgeline Wealth, LLC
INCREASED
Shares98,416 from 96,370
Change+2,046 (+2%)
Value$8.3M (+$433.4K)
Filed 2026-10-14
EnRich Financial Partners LLC
DECREASED
Shares95,815 from 96,228
Change-413 (0%)
Value$8.0M (+$70.6K)
Filed 2026-10-21
Diversify Advisory Services, LLC
INCREASED
Shares93,265 from 91,833
Change+1,432 (+2%)
Value$7.8M (+$416.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares93,265 from 91,833
Change+1,432 (+2%)
Value$7.8M (+$416.0K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares93,260 from 93,263
Change-3 (0%)
Value$7.7M (+$101.4K)
Filed 2026-11-04
Arista Wealth Management, LLC
DECREASED
Shares91,956 from 97,246
Change-5,290 (-5%)
Value$7.6M (-$333.3K)
Filed 2026-10-29
Gemmer Asset Management LLC
INCREASED
Shares88,535 from 88,405
Change+130 (+0%)
Value$7.4M (+$107.1K)
Filed 2026-10-16
Aurelius Family Office LLC
DECREASED
Shares87,472 from 88,717
Change-1,245 (-1%)
Value$7.3M (-$6.7K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares85,898 from 84,838
Change+1,060 (+1%)
Value$7.1M (+$180.5K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares84,459 from 87,654
Change-3,195 (-4%)
Value$7.0M (-$169.7K)
Filed 2026-10-14
Heck Capital Advisors, LLC
INCREASED
Shares81,820 from 77,208
Change+4,612 (+6%)
Value$6.8M (+$467.1K)
Filed 2026-10-14
Symmetry Partners, LLC
DECREASED
Shares79,122 from 82,599
Change-3,477 (-4%)
Value$6.6M (-$198.7K)
Filed 2026-10-27
CLG LLC
INCREASED
Shares78,292 from 78,284
Change+8 (+0%)
Value$6.5M (+$86.1K)
Filed 2026-10-13
DBK Financial Counsel, LLC
INCREASED
Shares78,105 from 77,607
Change+498 (+1%)
Value$6.5M (+$125.9K)
Filed 2026-10-13
IFG Advisory, LLC
DECREASED
Shares77,252 from 78,805
Change-1,553 (-2%)
Value$6.4M (-$43.0K)
Filed 2026-11-09
Nova R Wealth, Inc.
INCREASED
Shares74,858 from 71,720
Change+3,138 (+4%)
Value$6.2M (+$338.8K)
Filed 2026-10-26
Avant Financial Advisors LLC
INCREASED
Shares74,590 from 73,187
Change+1,403 (+2%)
Value$6.2M (+$196.3K)
Filed 2026-11-02
Gradient Investments LLC
DECREASED
Shares74,546 from 81,999
Change-7,453 (-9%)
Value$6.2M (-$529.5K)
Filed 2026-10-08
Independent Wealth Network Inc.
DECREASED
Shares74,470 from 75,206
Change-736 (-1%)
Value$6.2M (+$20.9K)
Filed 2026-10-19
Elevate Wealth Advisory, Inc
INCREASED
Shares73,846 from 50,275
Change+23,571 (+47%)
Value$6.1M (+$2.0M)
Filed 2026-10-29
Virtue Asset Management LLC
UNCHANGED
Shares73,836 from 73,836
Change0 (0%)
Value$6.1M (+$80.5K)
Filed 2026-10-21
Clearstead Advisors, LLC
DECREASED
Shares73,664 from 74,634
Change-970 (-1%)
Value$6.1M (+$786)
Filed 2026-11-06
Innovative Wealth Building LLC
DECREASED
Shares72,119 from 79,244
Change-7,125 (-9%)
Value$6.0M (-$505.1K)
Filed 2026-10-14
Oak Wealth Advisors LLC
DECREASED
Shares71,638 from 72,991
Change-1,353 (-2%)
Value$5.9M (-$32.8K)
Filed 2026-11-09
Andrews, Lucia Wealth Management LLC
INCREASED
Shares69,402 from 67,839
Change+1,563 (+2%)
Value$5.8M (+$203.7K)
Filed 2026-11-02
HFG Wealth Management, LLC
UNCHANGED
Shares68,794 from 68,794
Change0 (0%)
Value$5.6M ($0)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares68,060 from 69,483
Change-1,423 (-2%)
Value$5.7M (-$42.4K)
Filed 2026-10-21
Frankly Finances, LLC
UNCHANGED
Shares67,435 from 67,435
Change0 (0%)
Value$5.6M (+$73.5K)
Filed 2026-10-28
Madson Wealth Advisors Inc
INCREASED
Shares65,594 from 45,490
Change+20,104 (+44%)
Value$5.4M (+$1.7M)
Filed 2026-10-13
Factor Wealth Management LTD
INCREASED
Shares65,296 from 65,233
Change+63 (+0%)
Value$5.4M (+$76.3K)
Filed 2026-10-08
Vestia Personal Wealth Advisors
DECREASED
Shares64,377 from 65,063
Change-686 (-1%)
Value$5.3M (+$14.1K)
Filed 2026-10-20
Parsons Capital Management Inc
INCREASED
Shares64,370 from 38,047
Change+26,323 (+69%)
Value$5.3M (+$2.2M)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
DECREASED
Shares64,161 from 67,247
Change-3,086 (-5%)
Value$5.3M (-$183.0K)
Filed 2026-10-05
CPC Advisors, LLC
DECREASED
Shares62,875 from 63,058
Change-183 (0%)
Value$5.2M (+$53.5K)
Filed 2026-10-21
Nemes Rush Group LLC
INCREASED
Shares62,829 from 58,745
Change+4,084 (+7%)
Value$5.2M (+$403.1K)
Filed 2026-11-04
Ariadne Wealth Management, LP
DECREASED
Shares62,483 from 64,550
Change-2,067 (-3%)
Value$5.2M (-$101.3K)
Filed 2026-11-06
Clark Asset Management, LLC
INCREASED
Shares60,726 from 58,614
Change+2,112 (+4%)
Value$5.0M (+$239.2K)
Filed 2026-10-19
Hardy Reed LLC
DECREASED
Shares60,212 from 64,006
Change-3,794 (-6%)
Value$5.0M (-$245.2K)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares60,154 from 28,993
Change+31,161 (+107%)
Value$5.0M (+$2.6M)
Filed 2026-11-06
Squire Investment Management Company, LLC
INCREASED
Shares59,521 from 56,304
Change+3,217 (+6%)
Value$4.9M (+$328.4K)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares58,627 from 58,336
Change+291 (+1%)
Value$4.9M (+$87.8K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares58,569 from 58,358
Change+211 (+0%)
Value$4.9M (+$81.1K)
Filed 2026-10-27
Poinciana Advisors Group, LLC
INCREASED
Shares57,927 from 44,590
Change+13,337 (+30%)
Value$5.1M (+$1.4M)
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares57,453 from 46,290
Change+11,163 (+24%)
Value$4.8M (+$977.4K)
Filed 2026-10-22
Werba Rubin Papier Wealth Management
INCREASED
Shares56,980 from 56,788
Change+192 (+0%)
Value$4.7M (+$77.8K)
Filed 2026-11-06
Clarity Capital Advisors, LLC
INCREASED
Shares56,855 from 56,774
Change+81 (+0%)
Value$4.7M (+$68.6K)
Filed 2026-10-27
L.K. Benson & Company, P.C.
DECREASED
Shares54,729 from 54,817
Change-88 (0%)
Value$4.5M (+$52.4K)
Filed 2026-10-23
Websterrogers Financial Advisors, LLC
DECREASED
Shares50,890 from 51,140
Change-250 (0%)
Value$4.2M (+$35.0K)
Filed 2026-11-02
Lodestone Wealth Management LLC
INCREASED
Shares50,468 from 45,296
Change+5,172 (+11%)
Value$4.2M (+$478.8K)
Filed 2026-10-14
Sterling Wealth Management, Inc.
INCREASED
Shares50,407 from 48,750
Change+1,657 (+3%)
Value$4.2M (+$190.7K)
Filed 2026-10-23
Forteris Wealth Management Inc.
DECREASED
Shares50,309 from 50,333
Change-24 (0%)
Value$4.2M (+$52.9K)
Filed 2026-10-13
Bank of Montreal
DECREASED
Shares50,179 from 50,819
Change-640 (-1%)
Value$4.2M (+$2.2K)
Filed 2026-11-09
Navigate Wealth Management, LLC
INCREASED
Shares48,817 from 48,606
Change+211 (+0%)
Value$4.1M (+$191.9K)
Filed 2026-10-14
Financial Council, LLC
UNCHANGED
Shares48,387 from 48,387
Change0 (0%)
Value$4.0M (+$52.7K)
Filed 2026-11-02
Acorn Wealth Advisors, LLC
INCREASED
Shares47,960 from 47,035
Change+925 (+2%)
Value$4.0M (+$128.0K)
Filed 2026-10-19
RAM Investment Partners, LLC
INCREASED
Shares47,481 from 43,283
Change+4,198 (+10%)
Value$3.9M (+$395.7K)
Filed 2026-10-21
FCG Investment Co
INCREASED
Shares47,215 from 46,673
Change+542 (+1%)
Value$3.9M (+$95.9K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
INCREASED
Shares47,165 from 35,109
Change+12,056 (+34%)
Value$4.0M (+$1.1M)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares47,111 from 40,988
Change+6,123 (+15%)
Value$3.9M (+$553.1K)
Filed 2026-10-15
Everest Financial Group LLC
DECREASED
Shares47,034 from 47,772
Change-738 (-2%)
Value$3.9M (-$9.2K)
Filed 2026-11-06
HMV Wealth Advisors, LLC
INCREASED
Shares46,040 from 45,870
Change+170 (+0%)
Value$3.8M (+$64.1K)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares45,452 from 45,997
Change-545 (-1%)
Value$3.8M (+$4.9K)
Filed 2026-10-27
Central Trust Co
DECREASED
Shares43,737 from 43,984
Change-247 (-1%)
Value$3.6M (+$27.4K)
Filed 2026-11-05
21 West Wealth Management LLC
INCREASED
Shares42,780 from 42,721
Change+59 (+0%)
Value$3.6M (+$51.5K)
Filed 2026-10-13
Claro Advisors Inc.
NEW
Shares41,559
Change+41,559
Value$3.5M
Filed 2026-11-02
Retirement Planning Group, LLC
INCREASED
Shares41,453 from 41,438
Change+15 (+0%)
Value$3.4M (+$46.4K)
Filed 2026-10-19
Twin Cities Retirement Group LLC
DECREASED
Shares40,348 from 40,734
Change-386 (-1%)
Value$3.4M (+$12.3K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares40,014 from 39,970
Change+44 (+0%)
Value$3.3M (+$47.3K)
Filed 2026-11-06
Brooklyn FI, LLC
NEW
Shares39,761
Change+39,761
Value$3.3M
Filed 2026-11-05
LAM Group, Inc.
UNCHANGED
Shares39,042 from 39,042
Change0 (0%)
Value$3.2M (+$42.6K)
Filed 2026-10-26
Donalies Financial Planning, LLC
INCREASED
Shares38,929 from 38,422
Change+507 (+1%)
Value$3.2M (+$84.0K)
Filed 2026-10-19
Autumn Glory Partners, LLC
INCREASED
Shares38,566 from 13,265
Change+25,301 (+191%)
Value$3.2M (+$2.1M)
Filed 2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED
Shares37,731 from 37,731
Change0 (0%)
Value$3.1M (+$41.1K)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares37,298 from 37,263
Change+35 (+0%)
Value$3.1M (+$43.5K)
Filed 2026-11-04
Kane Co Wealth Management, Inc.
DECREASED
Shares36,797 from 37,027
Change-230 (-1%)
Value$3.1M (+$21.3K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares35,944 from 34,165
Change+1,779 (+5%)
Value$3.0M (+$184.9K)
Filed 2026-10-20
Diversified Portfolios, Inc.
INCREASED
Shares35,653 from 32,046
Change+3,607 (+11%)
Value$3.0M (+$334.4K)
Filed 2026-11-04
True Wealth Design, LLC
DECREASED
Shares35,244 from 35,450
Change-206 (-1%)
Value$2.9M (+$21.5K)
Filed 2026-10-13
ETF Portfolio Partners, Inc.
UNCHANGED
Shares34,999 from 34,999
Change0 (0%)
Value$2.9M (+$38.1K)
Filed 2026-10-22
Merited Wealth, LLC
DECREASED
Shares34,620 from 35,073
Change-453 (-1%)
Value$2.9M (+$580)
Filed 2026-10-13
Shearwater Capital LLC
INCREASED
Shares34,549 from 34,543
Change+6 (+0%)
Value$2.9M (+$38.1K)
Filed 2026-10-13
Accurate Wealth Management, LLC
INCREASED
Shares34,487 from 33,498
Change+989 (+3%)
Value$2.9M (+$153.4K)
Filed 2026-10-20
Abacus Wealth Partners, LLC
DECREASED
Shares34,284 from 42,600
Change-8,316 (-20%)
Value$2.8M (-$644.0K)
Filed 2026-11-03
Sensible Money, LLC
INCREASED
Shares34,254 from 29,709
Change+4,545 (+15%)
Value$2.8M (+$409.7K)
Filed 2026-10-20
Amarillo National Bank
UNCHANGED
Shares34,028 from 34,028
Change0 (0%)
Value$2.8M (+$37.1K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares33,914 from 27,173
Change+6,741 (+25%)
Value$2.8M (+$589.3K)
Filed 2026-11-05
marrick wealth, LLC
INCREASED
Shares33,821 from 11,333
Change+22,488 (+198%)
Value$2.8M (+$1.9M)
Filed 2026-10-20
Monograph Wealth Advisors, LLC
UNCHANGED
Shares31,955 from 31,955
Change0 (0%)
Value$2.7M (+$34.8K)
Filed 2026-11-09
Cambridge Financial Group, LLC
UNCHANGED
Shares31,693 from 31,693
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-06
Kavar Capital Partners Group, LLC
INCREASED
Shares31,264 from 31,260
Change+4 (+0%)
Value$2.6M (+$34.4K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares31,246 from 27,750
Change+3,496 (+13%)
Value$2.6M (+$320.5K)
Filed 2026-11-03
Old Peak Finance LLC
UNCHANGED
Shares31,108 from 31,108
Change0 (0%)
Value$2.6M (+$33.9K)
Filed 2026-11-02
Align Financial, LLC
UNCHANGED
Shares31,015 from 31,015
Change0 (0%)
Value$2.6M (+$33.8K)
Filed 2026-10-16
Walleye Partners, LLC
DECREASED
Shares30,777 from 33,370
Change-2,593 (-8%)
Value$2.6M (-$178.9K)
Filed 2026-10-13
SpringVest Wealth Management LLC
INCREASED
Shares30,176 from 20,072
Change+10,104 (+50%)
Value$2.5M (+$860.8K)
Filed 2026-10-27
Nwam LLC
INCREASED
Shares30,169 from 30,163
Change+6 (+0%)
Value$2.5M (+$33.4K)
Filed 2026-11-09
Yoder Wealth Management, Inc.
DECREASED
Shares30,063 from 30,354
Change-291 (-1%)
Value$2.5M (+$8.9K)
Filed 2026-10-13
Life Planning Partners, Inc
DECREASED
Shares29,773 from 31,872
Change-2,099 (-7%)
Value$2.5M (-$139.6K)
Filed 2026-10-28
Washington Trust Advisors, Inc.
DECREASED
Shares29,733 from 31,450
Change-1,717 (-5%)
Value$2.5M (-$108.3K)
Filed 2026-10-22
Avestar Capital, LLC
DECREASED
Shares29,621 from 29,866
Change-245 (-1%)
Value$2.5M (+$12.2K)
Filed 2026-10-28
Citrine Capital LLC
INCREASED
Shares29,607 from 24,476
Change+5,131 (+21%)
Value$2.5M (+$452.7K)
Filed 2026-10-14
Aprio Wealth Management, LLC
DECREASED
Shares29,408 from 29,418
Change-10 (0%)
Value$2.4M (+$31.2K)
Filed 2026-10-28
Winthrop Advisory Group LLC
INCREASED
Shares29,096 from 29,092
Change+4 (+0%)
Value$2.4M (+$32.0K)
Filed 2026-10-22
BCO Wealth Management LLC
DECREASED
Shares28,915 from 29,835
Change-920 (-3%)
Value$2.4M (-$43.9K)
Filed 2026-10-14
Syverson Strege & Co
INCREASED
Shares28,813 from 28,797
Change+16 (+0%)
Value$2.4M (+$32.8K)
Filed 2026-11-02
LifeSteps Financial, Inc.
DECREASED
Shares28,212 from 29,287
Change-1,075 (-4%)
Value$2.3M (-$57.3K)
Filed 2026-10-15
3 Factor Indexing, LLC
INCREASED
Shares27,926 from 8,098
Change+19,828 (+245%)
Value$2.3M (+$1.7M)
Filed 2026-10-15
Signaturefd, LLC
DECREASED
Shares27,694 from 28,111
Change-417 (-1%)
Value$2.3M (-$4.0K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares27,662 from 26,217
Change+1,445 (+6%)
Value$2.3M (+$148.6K)
Filed 2026-10-26
SJS Investment Consulting Inc.
UNCHANGED
Shares27,525 from 27,525
Change0 (0%)
Value$2.3M (+$30.0K)
Filed 2026-10-26
Dodds Wealth, LLC
INCREASED
Shares27,503 from 27,464
Change+39 (+0%)
Value$2.3M (+$33.2K)
Filed 2026-11-02
Yardley Wealth Management LLC
DECREASED
Shares27,092 from 117,898
Change-90,806 (-77%)
Value$2.2M (-$7.4M)
Filed 2026-10-23
Synergy Asset Management, LLC
DECREASED
Shares26,983 from 27,595
Change-612 (-2%)
Value$2.2M (-$20.7K)
Filed 2026-11-05
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares26,780 from 26,799
Change-19 (0%)
Value$2.2M (+$27.7K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares26,776 from 22,602
Change+4,174 (+18%)
Value$2.2M (+$371.2K)
Filed 2026-11-03
Lakeshore Financial Planning, Inc.
DECREASED
Shares26,350 from 26,354
Change-4 (0%)
Value$2.2M (+$28.4K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares26,318 from 26,734
Change-416 (-2%)
Value$2.2M (-$5.4K)
Filed 2026-10-20
Biltmore Family Office, LLC
UNCHANGED
Shares25,915 from 25,915
Change0 (0%)
Value$2.2M (+$28.2K)
Filed 2026-11-03
Belleair Asset Management, LLC
DECREASED
Shares25,753 from 25,813
Change-60 (0%)
Value$2.1M (+$23.2K)
Filed 2026-11-03
Copper Harbor Investment Advisors, LLC
INCREASED
Shares25,684 from 25,310
Change+374 (+1%)
Value$2.1M (+$58.6K)
Filed 2026-10-16
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares25,432 from 25,432
Change0 (0%)
Value$2.1M (+$27.7K)
Filed 2026-10-30
Falcon Wealth Planning
DECREASED
Shares25,197 from 25,438
Change-241 (-1%)
Value$2.1M (+$7.7K)
Filed 2026-11-06
Parkside Financial Bank & Trust
DECREASED
Shares25,048 from 30,637
Change-5,589 (-18%)
Value$2.1M (-$430.7K)
Filed 2026-10-27
Verdence Capital Advisors LLC
INCREASED
Shares24,862 from 24,387
Change+475 (+2%)
Value$2.1M (+$66.0K)
Filed 2026-10-26
Western Reserve Capital Management, LLC
INCREASED
Shares24,819 from 13,262
Change+11,557 (+87%)
Value$2.1M (+$974.0K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
INCREASED
Shares24,683 from 10,974
Change+13,709 (+125%)
Value$2.1M (+$1.2M)
Filed 2026-10-16
Silver Oak Advisory Group, Inc.
INCREASED
Shares24,623 from 23,735
Change+888 (+4%)
Value$2.0M (+$100.4K)
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares24,379 from 24,513
Change-134 (-1%)
Value$2.0M (+$15.5K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
INCREASED
Shares24,206 from 23,194
Change+1,012 (+4%)
Value$2.0M (+$109.3K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares24,103 from 8,184
Change+15,919 (+195%)
Value$2.0M (+$1.3M)
Filed 2026-10-16
Midwest Trust Co
DECREASED
Shares23,465 from 23,739
Change-274 (-1%)
Value$1.9M (+$3.1K)
Filed 2026-10-22
Bell Bank
DECREASED
Shares23,365 from 23,749
Change-384 (-2%)
Value$1.9M (-$6.0K)
Filed 2026-10-21
Smith Chas P & Associates PA Cpas
DECREASED
Shares23,221 from 23,501
Change-280 (-1%)
Value$1.9M (+$1.7K)
Filed 2026-10-22
Beacon Financial Strategies Corp
UNCHANGED
Shares22,239 from 22,239
Change0 (0%)
Value$1.8M (+$24.2K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares22,127 from 21,113
Change+1,014 (+5%)
Value$1.8M (+$107.2K)
Filed 2026-11-06
Long Island Wealth Management, Inc.
UNCHANGED
Shares21,929 from 21,929
Change0 (0%)
Value$1.8M (+$23.9K)
Filed 2026-10-20
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares21,451 from 21,451
Change0 (0%)
Value$1.8M (+$23.4K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares21,446 from 24,848
Change-3,402 (-14%)
Value$1.8M (-$255.4K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares21,413 from 21,413
Change0 (0%)
Value$1.8M (+$23.3K)
Filed 2026-10-20
Market Street Wealth Management Advisors LLC
DECREASED
Shares21,090 from 23,501
Change-2,411 (-10%)
Value$1.8M (-$174.6K)
Filed 2026-10-09
Jacobi Capital Management LLC
UNCHANGED
Shares20,980 from 20,980
Change0 (0%)
Value$1.7M (+$22.9K)
Filed 2026-11-05
MBM Wealth Consultants, LLC
UNCHANGED
Shares20,831 from 20,831
Change0 (0%)
Value$1.7M (+$22.7K)
Filed 2026-10-20
Highland Investment Advisors LLC
INCREASED
Shares20,645 from 20,201
Change+444 (+2%)
Value$1.7M (+$58.9K)
Filed 2026-11-09
Keybank National Association
UNCHANGED
Shares20,431 from 20,431
Change0 (0%)
Value$1.7M (+$22.3K)
Filed 2026-11-04
Mather Group, Llc.
DECREASED
Shares19,645 from 19,781
Change-136 (-1%)
Value$1.6M (+$10.3K)
Filed 2026-10-14
BWM Planning, LLC
UNCHANGED
Shares19,330 from 19,330
Change0 (0%)
Value$1.6M (+$21.1K)
Filed 2026-11-09
K2 Financial Inc.
DECREASED
Shares19,287 from 19,380
Change-93 (0%)
Value$1.6M (+$38.2K)
Filed 2026-10-26
Apollon Financial, LLC
DECREASED
Shares18,918 from 18,924
Change-6 (0%)
Value$1.6M (+$20.1K)
Filed 2026-10-23
Parkside Investments, LLC
UNCHANGED
Shares18,470 from 18,470
Change0 (0%)
Value$1.5M (+$20.1K)
Filed 2026-10-20
CRA Financial Services, LLC
UNCHANGED
Shares17,805 from 17,805
Change0 (0%)
Value$1.5M (+$19.4K)
Filed 2026-10-16
Professional Financial Advisors, LLC
UNCHANGED
Shares17,776 from 17,776
Change0 (0%)
Value$1.5M (+$19.4K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
UNCHANGED
Shares17,682 from 17,682
Change0 (0%)
Value$1.5M (+$19.3K)
Filed 2026-10-08
First Financial Group Corp
DECREASED
Shares17,565 from 18,165
Change-600 (-3%)
Value$1.5M (-$30.0K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares17,442 from 18,092
Change-650 (-4%)
Value$1.4M (-$34.2K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares17,250 from 17,332
Change-82 (0%)
Value$1.4M (+$12.1K)
Filed 2026-10-14
D.A. Davidson & Co.
DECREASED
Shares17,162 from 17,222
Change-60 (0%)
Value$1.4M (+$13.8K)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares17,031 from 17,031
Change0 (0%)
Value$1.4M (+$18.6K)
Filed 2026-11-05
Thrivent Financial for Lutherans
UNCHANGED
Shares17,015 from 17,015
Change0 (0%)
Value$1.4M (+$19.0K)
Filed 2026-11-05
Aviance Capital Partners, LLC
UNCHANGED
Shares16,986 from 16,986
Change0 (0%)
Value$1.4M (+$18.5K)
Filed 2026-10-29
Prism Planning Partners LLC
INCREASED
Shares16,810 from 16,806
Change+4 (+0%)
Value$1.4M (+$18.7K)
Filed 2026-10-27
Archford Capital Strategies, LLC
UNCHANGED
Shares16,574 from 16,574
Change0 (0%)
Value$1.4M (+$18.1K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
INCREASED
Shares16,431 from 16,394
Change+37 (+0%)
Value$1.4M (+$20.9K)
Filed 2026-10-23
Cypress Wealth Services, LLC
INCREASED
Shares16,317 from 8,600
Change+7,717 (+90%)
Value$1.4M (+$681.4K)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares16,311 from 15,999
Change+312 (+2%)
Value$1.4M (+$58.9K)
Filed 2026-10-13
Valued Wealth Advisors LLC
DECREASED
Shares16,267 from 16,327
Change-60 (0%)
Value$1.4M (+$12.8K)
Filed 2026-11-05
CPA Asset Management Group, LLC
DECREASED
Shares16,143 from 33,405
Change-17,262 (-52%)
Value$1.3M (-$1.4M)
Filed 2026-10-26
Triad Wealth Partners, LLC
DECREASED
Shares16,064 from 16,073
Change-9 (0%)
Value$1.3M (+$3.1K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
UNCHANGED
Shares15,830 from 15,830
Change0 (0%)
Value$1.3M (+$17.3K)
Filed 2026-11-03
Venture Visionary Partners LLC
NEW
Shares15,813
Change+15,813
Value$1.3M
Filed 2026-10-07
Perigon Wealth Management, LLC
INCREASED
Shares15,805 from 14,947
Change+858 (+6%)
Value$1.3M (+$87.5K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares15,594 from 15,633
Change-39 (0%)
Value$1.3M (+$13.8K)
Filed 2026-10-23
Onyx Financial Advisors, LLC
INCREASED
Shares15,418 from 15,416
Change+2 (+0%)
Value$1.3M (+$17.0K)
Filed 2026-10-21
25 LLC
INCREASED
Shares14,996 from 14,980
Change+16 (+0%)
Value$1.2M (+$17.6K)
Filed 2026-10-13
Private Management Group Inc
INCREASED
Shares14,871 from 12,193
Change+2,678 (+22%)
Value$1.2M (+$235.6K)
Filed 2026-11-04
Clarity Wealth Development LLC
DECREASED
Shares14,855 from 15,082
Change-227 (-2%)
Value$1.2M (-$2.4K)
Filed 2026-10-22
Montz Harcus Wealth Management LLC
INCREASED
Shares14,485 from 14,451
Change+34 (+0%)
Value$1.2M (+$18.6K)
Filed 2026-10-09
Ritholtz Wealth Management
UNCHANGED
Shares14,440 from 14,440
Change0 (0%)
Value$1.2M (+$15.7K)
Filed 2026-11-05
Builder Investment Group Inc
INCREASED
Shares14,435 from 14,403
Change+32 (+0%)
Value$1.2M (+$18.4K)
Filed 2026-10-22
Francis Financial, Inc.
UNCHANGED
Shares14,400 from 14,400
Change0 (0%)
Value$1.2M (+$15.7K)
Filed 2026-11-09
Cathy Pareto & Associates, Inc
INCREASED
Shares14,389 from 14,006
Change+383 (+3%)
Value$1.2M (+$47.1K)
Filed 2026-10-15
Investment Research Partners LLC
INCREASED
Shares14,369 from 14,328
Change+41 (+0%)
Value$1.2M (+$19.0K)
Filed 2026-10-19
Avail Investment Partners, LLC
INCREASED
Shares14,369 from 14,328
Change+41 (+0%)
Value$1.2M (+$19.0K)
Filed 2026-10-16
Mustard Seed Financial, LLC
DECREASED
Shares14,363 from 14,393
Change-30 (0%)
Value$1.2M (+$13.2K)
Filed 2026-10-30
Everhart Financial Group, Inc.
INCREASED
Shares14,334 from 12,424
Change+1,910 (+15%)
Value$1.2M (+$172.1K)
Filed 2026-10-08
WestHill Financial Advisors, Inc.
UNCHANGED
Shares14,223 from 14,223
Change0 (0%)
Value$1.2M (+$15.5K)
Filed 2026-10-14
Beacon Financial Advisory LLC
DECREASED
Shares14,137 from 14,147
Change-10 (0%)
Value$1.2M (+$14.6K)
Filed 2026-10-16
Summit Asset Management, LLC
UNCHANGED
Shares14,077 from 14,077
Change0 (0%)
Value$1.2M (+$15.3K)
Filed 2026-11-05
Financial Harvest, LLC
UNCHANGED
Shares13,993 from 13,993
Change0 (0%)
Value$1.2M (+$15.3K)
Filed 2026-10-15
Center for Financial Planning, Inc.
UNCHANGED
Shares13,901 from 13,901
Change0 (0%)
Value$1.2M (+$15.2K)
Filed 2026-10-26
PDS Planning, Inc
DECREASED
Shares13,738 from 13,822
Change-84 (-1%)
Value$1.1M (+$8.1K)
Filed 2026-11-03
Williams & Novak Wealth Management, LLC
INCREASED
Shares13,689 from 13,026
Change+663 (+5%)
Value$1.1M (+$69.3K)
Filed 2026-10-09
Milestone Asset Management Group, LLC
INCREASED
Shares13,268 from 13,154
Change+114 (+1%)
Value$1.1M (+$23.8K)
Filed 2026-10-20
SP Asset Management LLC
INCREASED
Shares13,215 from 13,184
Change+31 (+0%)
Value$1.1M (+$16.9K)
Filed 2026-11-05
Naples Global Advisors, LLC
UNCHANGED
Shares13,152 from 13,152
Change0 (0%)
Value$1.1M (+$14.3K)
Filed 2026-11-05
Geneos Wealth Management Inc.
INCREASED
Shares12,993 from 10,642
Change+2,351 (+22%)
Value$1.1M (+$206.8K)
Filed 2026-11-09
Bank of New York Mellon Corp
DECREASED
Shares12,926 from 12,927
Change-1 (0%)
Value$1.1M (+$14.1K)
Filed 2026-11-05
Leavell Investment Management, Inc.
INCREASED
Shares12,665 from 11,485
Change+1,180 (+10%)
Value$1.1M (+$110.5K)
Filed 2026-11-09
IFG Advisors, LLC
UNCHANGED
Shares12,634 from 12,634
Change0 (0%)
Value$1.0M (+$13.8K)
Filed 2026-10-15
Private Advisory Group LLC
DECREASED
Shares12,615 from 12,651
Change-36 (0%)
Value$1.0M (+$10.8K)
Filed 2026-11-06
Wealthcare Capital Management LLC
INCREASED
Shares12,391 from 7,674
Change+4,717 (+61%)
Value$1.0M (+$400.0K)
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares12,310 from 12,293
Change+17 (+0%)
Value$1.0M (+$23.2K)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares12,277 from 12,148
Change+129 (+1%)
Value$1.0M (+$24.0K)
Filed 2026-11-04
ProCore Advisors, LLC
NEW
Shares12,255
Change+12,255
Value$1.0M
Filed 2026-10-14
Montag A & Associates Inc
UNCHANGED
Shares12,139 from 12,139
Change0 (0%)
Value$1.0M (+$13.2K)
Filed 2026-10-29
Phillips Financial Management, LLC
DECREASED
Shares12,103 from 12,192
Change-89 (-1%)
Value$1.0M (+$5.8K)
Filed 2026-10-19
Shira Ridge Wealth Management
DECREASED
Shares12,060 from 12,158
Change-98 (-1%)
Value$1.0M (+$5.1K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares11,976
Change+11,976
Value$994.5K
Filed 2026-11-03
Cogent Private Wealth, Inc.
UNCHANGED
Shares11,925 from 11,925
Change0 (0%)
Value$990.1K (+$13.0K)
Filed 2026-11-06
Klingman & Associates, LLC
UNCHANGED
Shares11,724 from 11,724
Change0 (0%)
Value$973.4K (+$12.8K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares11,657 from 12,053
Change-396 (-3%)
Value$967.9K (-$19.7K)
Filed 2026-10-07
Family Investment Center, Inc.
DECREASED
Shares11,620 from 11,904
Change-284 (-2%)
Value$964.8K (-$10.6K)
Filed 2026-10-19
Trademark Financial Management, LLC
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$954.8K (+$12.5K)
Filed 2026-10-23
Western Wealth Management, LLC
DECREASED
Shares11,488 from 11,694
Change-206 (-2%)
Value$953.9K (-$4.4K)
Filed 2026-11-09
Silver OAK Securities, Incorporated
NEW
Shares11,349
Change+11,349
Value$909.0K
Filed 2026-11-09
Belpointe Asset Management LLC
INCREASED
Shares11,344 from 11,074
Change+270 (+2%)
Value$941.9K (+$34.5K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
INCREASED
Shares11,344 from 11,074
Change+270 (+2%)
Value$941.9K (+$34.5K)
Filed 2026-11-09
SBK Financial, Inc.
UNCHANGED
Shares11,084 from 11,084
Change0 (0%)
Value$920.3K (+$12.1K)
Filed 2026-11-02
Seaside Wealth Management, Inc.
UNCHANGED
Shares10,987 from 10,987
Change0 (0%)
Value$912.3K (+$12.0K)
Filed 2026-11-09
Soltis Investment Advisors LLC
INCREASED
Shares10,534 from 8,177
Change+2,357 (+29%)
Value$874.6K (+$204.6K)
Filed 2026-10-28
Sterling Financial Planning, Inc.
INCREASED
Shares10,507 from 10,355
Change+152 (+1%)
Value$872.4K (+$23.9K)
Filed 2026-10-28
waypoint wealth counsel
UNCHANGED
Shares10,394 from 10,394
Change0 (0%)
Value$863.0K (+$11.3K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
DECREASED
Shares10,305 from 10,837
Change-532 (-5%)
Value$855.6K (-$32.3K)
Filed 2026-10-13
TruNorth Capital Management, LLC
UNCHANGED
Shares10,228 from 10,228
Change0 (0%)
Value$849.2K (+$11.1K)
Filed 2026-10-14
Bdfs Capital LLC
INCREASED
Shares10,221 from 9,648
Change+573 (+6%)
Value$848.6K (+$58.1K)
Filed 2026-10-14
Condor Capital Management
UNCHANGED
Shares10,093 from 10,093
Change0 (0%)
Value$838.0K (+$11.0K)
Filed 2026-11-06
Coldstream Capital Management Inc
UNCHANGED
Shares10,027 from 10,027
Change0 (0%)
Value$832.5K (+$10.9K)
Filed 2026-11-09
Towneley Capital Management, Inc / de
DECREASED
Shares9,873 from 9,993
Change-120 (-1%)
Value$819.8K (+$940)
Filed 2026-10-09
Avidian Wealth Enterprises, LLC
INCREASED
Shares9,803 from 7,793
Change+2,010 (+26%)
Value$813.9K (+$175.4K)
Filed 2026-10-08
Porter White Investment Advisors, Inc.
INCREASED
Shares9,722 from 4,861
Change+4,861 (+100%)
Value$807.2K (+$408.9K)
Filed 2026-10-14
Compass Ion Advisors, LLC
INCREASED
Shares9,630 from 9,620
Change+10 (+0%)
Value$799.6K (+$11.4K)
Filed 2026-10-23
Visionary Wealth Advisors
UNCHANGED
Shares9,616 from 9,616
Change0 (0%)
Value$798.4K (+$10.5K)
Filed 2026-11-04
Cross Staff Investments Inc
UNCHANGED
Shares9,576 from 9,576
Change0 (0%)
Value$795.1K (+$10.4K)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares9,444 from 8,554
Change+890 (+10%)
Value$784.1K (+$83.2K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares9,416 from 8,264
Change+1,152 (+14%)
Value$781.8K (+$104.7K)
Filed 2026-10-16
Sincerus Advisory, LLC
INCREASED
Shares9,373 from 8,924
Change+449 (+5%)
Value$778.2K (+$47.0K)
Filed 2026-10-09
Csenge Advisory Group
DECREASED
Shares9,356 from 9,896
Change-540 (-5%)
Value$776.8K (-$34.0K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares9,289 from 9,055
Change+234 (+3%)
Value$771.0K (+$29.0K)
Filed 2026-10-26
Intelligent Financial Strategies
UNCHANGED
Shares9,115 from 9,115
Change0 (0%)
Value$756.8K (+$9.9K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares9,067 from 8,092
Change+975 (+12%)
Value$752.9K (+$89.8K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
DECREASED
Shares8,971 from 9,081
Change-110 (-1%)
Value$744.9K (+$765)
Filed 2026-10-13
Kelly Financial Group LLC
INCREASED
Shares8,960 from 8,466
Change+494 (+6%)
Value$744.0K (+$50.2K)
Filed 2026-10-16
R. W. Roge & Company, Inc.
DECREASED
Shares8,938 from 9,373
Change-435 (-5%)
Value$742.0K (-$26.0K)
Filed 2026-11-04
Ironwood Financial, llc
UNCHANGED
Shares8,898 from 8,898
Change0 (0%)
Value$738.8K (+$10.1K)
Filed 2026-10-20
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares8,844 from 8,786
Change+58 (+1%)
Value$734.3K (+$14.5K)
Filed 2026-10-14
Quarry Hill Advisors, LLC
INCREASED
Shares8,751 from 8,511
Change+240 (+3%)
Value$726.6K (+$29.2K)
Filed 2026-11-04
My Personal CFO, LLC
INCREASED
Shares8,714 from 6,144
Change+2,570 (+42%)
Value$723.5K (+$220.1K)
Filed 2026-10-14
Rockwood Wealth Management, LLC
UNCHANGED
Shares8,659 from 8,659
Change0 (0%)
Value$718.9K (+$9.4K)
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$714.1K (+$9.4K)
Filed 2026-10-26
Montis Financial, LLC
UNCHANGED
Shares8,556 from 8,556
Change0 (0%)
Value$710.4K (+$9.3K)
Filed 2026-11-04
Robinson Smith Wealth Advisors LLC
DECREASED
Shares8,310 from 8,911
Change-601 (-7%)
Value$690.0K (-$40.2K)
Filed 2026-10-22
Stewardship Advisors, LLC
INCREASED
Shares8,206 from 8,173
Change+33 (+0%)
Value$681.3K (+$11.6K)
Filed 2026-10-20
Madrona Financial Services, LLC
DECREASED
Shares8,077 from 8,547
Change-470 (-5%)
Value$670.6K (-$29.7K)
Filed 2026-10-23
Fonville Wealth Management LLC
NEW
Shares8,029
Change+8,029
Value$666.6K
Filed 2026-10-28
Avondale Wealth Management
UNCHANGED
Shares8,001 from 8,001
Change0 (0%)
Value$664.3K (+$8.7K)
Filed 2026-10-15
Compound Planning, Inc.
DECREASED
Shares7,975 from 8,093
Change-118 (-1%)
Value$662.1K (-$1.0K)
Filed 2026-11-09
StoneX Group Inc.
NEW
Shares7,819
Change+7,819
Value$649.2K
Filed 2026-11-03
Bokf, NA
UNCHANGED
Shares7,806 from 7,806
Change0 (0%)
Value$648.1K (+$8.5K)
Filed 2026-10-27
Waldron Private Wealth LLC
UNCHANGED
Shares7,791 from 7,791
Change0 (0%)
Value$646.9K (+$8.5K)
Filed 2026-11-02
Allied Investment Advisors, LLC
UNCHANGED
Shares7,752 from 7,752
Change0 (0%)
Value$643.6K (+$8.5K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares7,682 from 7,682
Change0 (0%)
Value$637.8K (+$8.4K)
Filed 2026-11-04
Centennial Bank
DECREASED
Shares7,680 from 31,149
Change-23,469 (-75%)
Value$637.7K (-$1.9M)
Filed 2026-11-09
Burton Enright Welch
INCREASED
Shares7,534 from 3,700
Change+3,834 (+104%)
Value$625.6K (+$322.4K)
Filed 2026-11-04
HighPoint Advisor Group LLC
DECREASED
Shares7,476 from 7,507
Change-31 (0%)
Value$620.8K (+$5.7K)
Filed 2026-11-09
Peavine Capital, LLC
UNCHANGED
Shares7,433 from 7,433
Change0 (0%)
Value$617.2K (+$8.1K)
Filed 2026-10-13
Westwood Wealth Management
UNCHANGED
Shares7,420 from 7,420
Change0 (0%)
Value$616.1K (+$8.1K)
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares7,361 from 6,946
Change+415 (+6%)
Value$611.2K (+$42.0K)
Filed 2026-10-29
Prudent Man Investment Management, Inc.
DECREASED
Shares7,266 from 7,466
Change-200 (-3%)
Value$603.3K (+$49.5K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
INCREASED
Shares7,247 from 7,236
Change+11 (+0%)
Value$601.7K (+$8.8K)
Filed 2026-10-21
Frank, Rimerman Advisors LLC
UNCHANGED
Shares7,190 from 7,190
Change0 (0%)
Value$597.0K (+$7.8K)
Filed 2026-10-16
Net Worth Advisory Group
INCREASED
Shares7,064 from 7,048
Change+16 (+0%)
Value$588.2K (+$10.7K)
Filed 2026-10-20
Cooke Wealth Management, LLC
INCREASED
Shares6,892 from 6,829
Change+63 (+1%)
Value$572.2K (+$12.7K)
Filed 2026-10-13
Evergreen Capital Management LLC
UNCHANGED
Shares6,872 from 6,872
Change0 (0%)
Value$570.6K (+$7.5K)
Filed 2026-10-23
New Dimensions Wealth Management, LLC
UNCHANGED
Shares6,860 from 6,860
Change0 (0%)
Value$569.6K (+$7.5K)
Filed 2026-11-02
MBE Wealth Management, LLC
INCREASED
Shares6,829 from 6,558
Change+271 (+4%)
Value$567.0K (+$29.7K)
Filed 2026-10-26
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares6,812 from 6,812
Change0 (0%)
Value$565.6K (+$7.4K)
Filed 2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED
Shares6,775 from 5,489
Change+1,286 (+23%)
Value$562.6K (+$112.8K)
Filed 2026-10-26
Aspect Partners, LLC
UNCHANGED
Shares6,730 from 6,730
Change0 (0%)
Value$558.8K (+$7.3K)
Filed 2026-10-20
Sharkey, Howes & Javer
UNCHANGED
Shares6,706 from 6,706
Change0 (0%)
Value$556.8K (+$7.3K)
Filed 2026-10-22
Financial Insights, Inc.
UNCHANGED
Shares6,631 from 6,631
Change0 (0%)
Value$550.6K (+$7.2K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares6,606 from 6,606
Change0 (0%)
Value$548.5K (+$7.2K)
Filed 2026-10-16
Flywheel Private Wealth LLC
NEW
Shares6,580
Change+6,580
Value$546.3K
Filed 2026-11-02
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares6,523 from 7,430
Change-907 (-12%)
Value$541.6K (-$67.2K)
Filed 2026-10-30
TPG Financial Advisors, LLC
DECREASED
Shares6,522 from 7,099
Change-577 (-8%)
Value$541.5K (-$40.2K)
Filed 2026-11-09
Penobscot Wealth Management
UNCHANGED
Shares6,519 from 6,519
Change0 (0%)
Value$541.3K (+$7.1K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares6,426 from 5,606
Change+820 (+15%)
Value$533.6K (+$74.2K)
Filed 2026-10-22
Accredited Investors Inc.
DECREASED
Shares6,388 from 6,481
Change-93 (-1%)
Value$530.4K (-$662)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
INCREASED
Shares6,363 from 3,672
Change+2,691 (+73%)
Value$528.4K (+$227.4K)
Filed 2026-11-04
Acorn Financial Advisory Services Inc
UNCHANGED
Shares6,308 from 6,308
Change0 (0%)
Value$523.8K (+$6.9K)
Filed 2026-11-02
Lowe Brockenbrough & Co Inc
DECREASED
Shares6,277 from 8,736
Change-2,459 (-28%)
Value$521.2K (-$194.6K)
Filed 2026-11-09
Grey Ledge Advisors, LLC
UNCHANGED
Shares6,153 from 6,153
Change0 (0%)
Value$510.9K (+$6.7K)
Filed 2026-11-02
Norden Group LLC
INCREASED
Shares6,140 from 6,126
Change+14 (+0%)
Value$509.8K (+$7.9K)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares6,097 from 6,097
Change0 (0%)
Value$506.2K (+$6.6K)
Filed 2026-11-04
Five Oceans Advisors
DECREASED
Shares6,082 from 20,444
Change-14,362 (-70%)
Value$505.0K (-$1.2M)
Filed 2026-10-22
Washington Trust Bank
UNCHANGED
Shares6,013 from 6,013
Change0 (0%)
Value$499.3K (+$6.6K)
Filed 2026-11-03
Lee Financial Co
DECREASED
Shares5,969 from 10,468
Change-4,499 (-43%)
Value$495.6K (-$362.2K)
Filed 2026-10-16
Busey Bank
DECREASED
Shares5,939 from 5,989
Change-50 (-1%)
Value$493.1K (+$2.4K)
Filed 2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED
Shares5,929 from 5,917
Change+12 (+0%)
Value$492.3K (+$7.4K)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares5,890 from 3,485
Change+2,405 (+69%)
Value$489.0K (+$203.5K)
Filed 2026-11-05
Orrstown Financial Services Inc
UNCHANGED
Shares5,881 from 5,881
Change0 (0%)
Value$488.3K (+$6.4K)
Filed 2026-10-14
Essential Investment Partners LLC
UNCHANGED
Shares5,843 from 5,843
Change0 (0%)
Value$485.2K (+$6.4K)
Filed 2026-10-27
Ridgewood Investments LLC
INCREASED
Shares5,819 from 5,814
Change+5 (+0%)
Value$483.1K (+$6.8K)
Filed 2026-10-05
Lionshead Wealth Management, LLC
DECREASED
Shares5,767 from 5,834
Change-67 (-1%)
Value$478.8K (+$796)
Filed 2026-10-21
McCarley & Cook Financial Planners
DECREASED
Shares5,739 from 5,822
Change-83 (-1%)
Value$476.5K (-$546)
Filed 2026-10-21
Towercrest Capital Management
UNCHANGED
Shares5,721 from 5,721
Change0 (0%)
Value$475.0K (+$6.2K)
Filed 2026-10-23
Alliance Wealth Management Group
UNCHANGED
Shares5,721 from 5,721
Change0 (0%)
Value$475.0K (+$6.2K)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
DECREASED
Shares5,681 from 5,718
Change-37 (-1%)
Value$471.7K (+$3.2K)
Filed 2026-10-22
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares5,642 from 5,642
Change0 (0%)
Value$468.5K (+$6.2K)
Filed 2026-10-05
Baker Ellis Asset Management LLC
UNCHANGED
Shares5,587 from 5,587
Change0 (0%)
Value$463.9K (+$6.1K)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares5,538 from 5,538
Change0 (0%)
Value$459.8K (+$6.0K)
Filed 2026-10-13
Wealth Advisors Northwest LLC
INCREASED
Shares5,528 from 5,515
Change+13 (+0%)
Value$459.0K (+$7.1K)
Filed 2026-10-29
Rebalance, LLC
INCREASED
Shares5,521 from 5,508
Change+13 (+0%)
Value$458.4K (+$7.1K)
Filed 2026-10-22
Essential Planning, Llc.
UNCHANGED
Shares5,388 from 5,388
Change0 (0%)
Value$447.4K (+$5.9K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares5,342 from 5,329
Change+13 (+0%)
Value$443.6K (+$6.9K)
Filed 2026-10-29
Legacy Financial Advisors, Inc.
UNCHANGED
Shares5,304 from 5,304
Change0 (0%)
Value$440.4K (+$5.8K)
Filed 2026-11-09
Jnba Financial Advisors
NEW
Shares5,224
Change+5,224
Value$433.7K
Filed 2026-11-03
Paladin Wealth, LLC
UNCHANGED
Shares5,194 from 5,194
Change0 (0%)
Value$431.3K (+$5.7K)
Filed 2026-10-23
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares5,165 from 5,165
Change0 (0%)
Value$430.0K (+$7.8K)
Filed 2026-10-13
NTV Asset Management LLC
UNCHANGED
Shares5,115 from 5,115
Change0 (0%)
Value$424.7K (+$5.6K)
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares5,094 from 5,094
Change0 (0%)
Value$423.0K (+$5.6K)
Filed 2026-10-28
Gradient Capital Advisors, LLC
DECREASED
Shares5,070 from 5,353
Change-283 (-5%)
Value$421.0K (-$17.6K)
Filed 2026-10-21
Verus Financial Partners, Inc.
INCREASED
Shares5,015 from 5,011
Change+4 (+0%)
Value$416.4K (+$5.8K)
Filed 2026-10-29
First National Trust Co
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$415.2K (+$5.5K)
Filed 2026-10-28
Integrity Investment Advisors, LLC
UNCHANGED
Shares4,989 from 4,989
Change0 (0%)
Value$414.2K (+$5.4K)
Filed 2026-11-03
Daytona Street Capital LLC
UNCHANGED
Shares4,933 from 4,933
Change0 (0%)
Value$416.3K (+$9.1K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares4,858 from 4,847
Change+11 (+0%)
Value$403.4K (+$6.2K)
Filed 2026-11-04
Global Wealth Strategies & Associates
NEW
Shares4,744
Change+4,744
Value$393.9K
Filed 2026-10-02
DSG Capital Advisors, LLC
UNCHANGED
Shares4,727 from 4,727
Change0 (0%)
Value$392.5K (+$3.9K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares4,690 from 4,690
Change0 (0%)
Value$389.4K (+$5.1K)
Filed 2026-10-15
Tanager Wealth Management LLP
DECREASED
Shares4,688 from 4,902
Change-214 (-4%)
Value$389.3K (-$12.4K)
Filed 2026-10-19
Versant Capital Management, Inc
INCREASED
Shares4,653 from 4,643
Change+10 (+0%)
Value$386.3K (+$5.9K)
Filed 2026-10-02
Weatherly Asset Management L. P.
UNCHANGED
Shares4,643 from 4,643
Change0 (0%)
Value$385.5K (+$5.1K)
Filed 2026-10-20
Reyes Financial Architecture, Inc.
UNCHANGED
Shares4,612 from 4,612
Change0 (0%)
Value$382.9K (+$5.0K)
Filed 2026-10-22
180 Wealth Advisors, LLC
DECREASED
Shares4,594 from 4,634
Change-40 (-1%)
Value$381.4K (+$1.7K)
Filed 2026-11-03
Wingate Wealth Advisors, Inc.
INCREASED
Shares4,579 from 4,568
Change+11 (+0%)
Value$380.2K (+$5.9K)
Filed 2026-10-26
Integrity Wealth Partners, LLC
NEW
Shares4,573
Change+4,573
Value$379.7K
Filed 2026-10-14
Caldwell Trust Co
UNCHANGED
Shares4,453 from 4,453
Change0 (0%)
Value$369.7K (+$4.9K)
Filed 2026-10-30
MBL Wealth, LLC
UNCHANGED
Shares4,436 from 4,436
Change0 (0%)
Value$368.3K (+$4.8K)
Filed 2026-10-22
Aerodigm Wealth, LLC
DECREASED
Shares4,386 from 5,203
Change-817 (-16%)
Value$364.2K (-$62.2K)
Filed 2026-10-16
Prospera Capital Management, LLC
UNCHANGED
Shares4,336 from 4,336
Change0 (0%)
Value$360.0K (+$3.2K)
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
DECREASED
Shares4,291 from 4,531
Change-240 (-5%)
Value$356.3K (-$15.0K)
Filed 2026-10-23
Tableaux LLC
UNCHANGED
Shares4,289 from 4,289
Change0 (0%)
Value$356.1K (+$4.7K)
Filed 2026-10-23
Opulen Financial Group LLC
INCREASED
Shares4,261 from 3,266
Change+995 (+30%)
Value$353.8K (+$86.2K)
Filed 2026-10-22
Fisher Asset Management, LLC
NEW
Shares4,217
Change+4,217
Value$350.2K
Filed 2026-11-06
Pacific Asset Management, LLC
DECREASED
Shares4,216 from 5,009
Change-793 (-16%)
Value$350.1K (-$60.4K)
Filed 2026-10-15
AlTi Global, Inc.
UNCHANGED
Shares4,198 from 4,198
Change0 (0%)
Value$348.6K (+$4.6K)
Filed 2026-11-09
Motco
UNCHANGED
Shares4,184 from 4,184
Change0 (0%)
Value$347.4K (+$4.6K)
Filed 2026-11-09
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares4,142 from 4,142
Change0 (0%)
Value$343.9K (+$4.5K)
Filed 2026-11-05
Bryant Woods Investment Advisors, LLC
NEW
Shares4,137
Change+4,137
Value$343.5K
Filed 2026-10-26
Capstone Capital LLC
UNCHANGED
Shares4,133 from 4,133
Change0 (0%)
Value$343.2K (+$4.5K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
DECREASED
Shares4,126 from 7,691
Change-3,565 (-46%)
Value$342.6K (-$287.7K)
Filed 2026-11-05
Allstreet Capital Advisors LLC
INCREASED
Shares4,115 from 3,740
Change+375 (+10%)
Value$341.6K (+$35.2K)
Filed 2026-11-04
Meridian Wealth Partners, LLC
UNCHANGED
Shares4,109 from 4,109
Change0 (0%)
Value$341.2K (+$4.5K)
Filed 2026-11-09
Krilogy Financial LLC
INCREASED
Shares4,099 from 3,593
Change+506 (+14%)
Value$347.1K (+$52.7K)
Filed 2026-10-13
Corundum Group, Inc.
UNCHANGED
Shares4,054 from 4,054
Change0 (0%)
Value$336.6K (+$4.4K)
Filed 2026-10-28
Redwood Park Advisors LLC
DECREASED
Shares3,991 from 4,226
Change-235 (-6%)
Value$331.4K (-$14.9K)
Filed 2026-11-02
Capital Square, LLC
UNCHANGED
Shares3,972 from 3,972
Change0 (0%)
Value$329.8K (+$1.9K)
Filed 2026-10-19
Northern Financial Advisors Inc
INCREASED
Shares3,936 from 3,932
Change+4 (+0%)
Value$326.8K (+$4.6K)
Filed 2026-10-29
Ballast Financial Advisors LLC
UNCHANGED
Shares3,924 from 3,924
Change0 (0%)
Value$325.8K (+$4.3K)
Filed 2026-10-26
UMB Bank, n.a.
UNCHANGED
Shares3,921 from 3,921
Change0 (0%)
Value$325.6K (+$4.3K)
Filed 2026-11-06
Demming Financial Services Corp
DECREASED
Shares3,910 from 5,592
Change-1,682 (-30%)
Value$324.7K (-$133.5K)
Filed 2026-11-09
Elevation Wealth Partners, LLC
DECREASED
Shares3,865 from 3,881
Change-16 (0%)
Value$320.9K (+$2.9K)
Filed 2026-10-07
Advisor OS, LLC
INCREASED
Shares3,839 from 3,830
Change+9 (+0%)
Value$318.7K (+$4.9K)
Filed 2026-11-03
Angeles Wealth Management, LLC
UNCHANGED
Shares3,829 from 3,829
Change0 (0%)
Value$317.9K (+$4.2K)
Filed 2026-10-26
HWG Holdings LP
UNCHANGED
Shares3,819 from 3,819
Change0 (0%)
Value$317.1K (+$4.2K)
Filed 2026-10-08
True North Advisors, LLC
DECREASED
Shares3,777 from 4,024
Change-247 (-6%)
Value$313.6K (-$16.1K)
Filed 2026-10-22
Robinswood Financial LLC
INCREASED
Shares3,754 from 3,752
Change+2 (+0%)
Value$313.0K (+$5.5K)
Filed 2026-10-20
Atria Investments, Inc
NEW
Shares3,697
Change+3,697
Value$307.0K
Filed 2026-10-15
Sageworth Trust Co of South Dakota
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$303.1K (+$4.0K)
Filed 2026-10-30
Strathmore Capital Advisors, Inc.
INCREASED
Shares3,605 from 3,601
Change+4 (+0%)
Value$288.7K (-$5.9K)
Filed 2026-11-09
Grandfield & Dodd, LLC
UNCHANGED
Shares3,599 from 3,599
Change0 (0%)
Value$298.9K (+$3.9K)
Filed 2026-10-29
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares3,502 from 3,502
Change0 (0%)
Value$290.8K (+$3.8K)
Filed 2026-10-13
Client 1ST Advisory Group, LLC
UNCHANGED
Shares3,476 from 3,476
Change0 (0%)
Value$288.6K (+$3.8K)
Filed 2026-10-19
Olistico Wealth, LLC
DECREASED
Shares3,451 from 3,474
Change-23 (-1%)
Value$286.5K (+$1.9K)
Filed 2026-10-05
One Day In July LLC
UNCHANGED
Shares3,390 from 3,390
Change0 (0%)
Value$281.5K (+$3.7K)
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares3,347 from 3,394
Change-47 (-1%)
Value$277.9K (-$203)
Filed 2026-11-05
Hantz Financial Services, Inc.
UNCHANGED
Shares3,315 from 3,315
Change0 (0%)
Value$275.0K (+$3.0K)
Filed 2026-11-09
Great Valley Advisor Group, Inc.
DECREASED
Shares3,285 from 5,517
Change-2,232 (-40%)
Value$272.8K (-$179.3K)
Filed 2026-11-09
Aspirean Wealth, LLC
DECREASED
Shares3,285 from 3,433
Change-148 (-4%)
Value$272.8K (-$8.5K)
Filed 2026-11-03
Bessemer Group Inc
NEW
Shares3,260
Change+3,260
Value$271.0K
Filed 2026-11-09
Drive Wealth Management, LLC
DECREASED
Shares3,237 from 3,773
Change-536 (-14%)
Value$268.8K (-$40.3K)
Filed 2026-11-09
Sage Rhino Capital LLC
UNCHANGED
Shares3,227 from 3,227
Change0 (0%)
Value$267.9K (+$3.5K)
Filed 2026-10-28
Oppenheimer & Co Inc
UNCHANGED
Shares3,176 from 3,176
Change0 (0%)
Value$263.7K (+$3.5K)
Filed 2026-10-26
Matauro, LLC
INCREASED
Shares3,117 from 3,109
Change+8 (+0%)
Value$258.8K (+$4.0K)
Filed 2026-11-03
Bull Oak Capital, LLC
UNCHANGED
Shares3,079 from 3,079
Change0 (0%)
Value$255.6K (+$3.4K)
Filed 2026-10-23
Jm2 Capital Inc.
DECREASED
Shares3,022 from 3,027
Change-5 (0%)
Value$250.9K (+$2.9K)
Filed 2026-10-14
Trust Point Inc.
UNCHANGED
Shares2,990 from 2,990
Change0 (0%)
Value$248.3K (+$3.3K)
Filed 2026-10-27
Brindle & Bay Financial Advisors, LLC
DECREASED
Shares2,984 from 2,987
Change-3 (0%)
Value$247.8K (+$3.0K)
Filed 2026-10-15
E6 Portfolios, LLC
DECREASED
Shares2,983 from 3,195
Change-212 (-7%)
Value$247.7K (-$14.1K)
Filed 2026-10-26
AlphaStar Capital Management, LLC
UNCHANGED
Shares2,971 from 2,971
Change0 (0%)
Value$246.7K (+$3.2K)
Filed 2026-10-16
AlphaCore Capital LLC
UNCHANGED
Shares2,943 from 2,943
Change0 (0%)
Value$244.4K (+$3.2K)
Filed 2026-11-04
Accel Wealth Management
UNCHANGED
Shares2,939 from 2,939
Change0 (0%)
Value$244.0K (+$3.2K)
Filed 2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED
Shares2,929 from 2,929
Change0 (0%)
Value$243.2K (+$3.2K)
Filed 2026-10-13
NBT Bank, N.A.
INCREASED
Shares2,908 from 2,907
Change+1 (+0%)
Value$241.5K (+$3.3K)
Filed 2026-10-21
City State Bank
UNCHANGED
Shares2,883 from 2,883
Change0 (0%)
Value$239.4K (+$3.1K)
Filed 2026-10-20
Cutler Investment Counsel LLC
UNCHANGED
Shares2,871 from 2,871
Change0 (0%)
Value$238.4K (+$3.1K)
Filed 2026-10-28
BNC Wealth Management, LLC
UNCHANGED
Shares2,865 from 2,865
Change0 (0%)
Value$237.9K (+$3.1K)
Filed 2026-10-19
Morton Capital Management LLC
UNCHANGED
Shares2,848 from 2,848
Change0 (0%)
Value$236.5K (+$3.1K)
Filed 2026-10-23
Aspiriant, LLC
DECREASED
Shares2,797 from 4,078
Change-1,281 (-31%)
Value$232.2K (-$101.9K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares2,791 from 2,791
Change0 (0%)
Value$228.7K ($0)
Filed 2026-10-26
Winnacle Wealth LLC
DECREASED
Shares2,779 from 5,146
Change-2,367 (-46%)
Value$230.8K (-$190.9K)
Filed 2026-10-15
Bailard, Inc.
UNCHANGED
Shares2,716 from 2,716
Change0 (0%)
Value$225.5K (+$3.0K)
Filed 2026-10-13
First National Bank Sioux Falls
NEW
Shares2,713
Change+2,713
Value$204.8K
Filed 2026-10-13
CWC Advisors, Llc.
UNCHANGED
Shares2,693 from 2,693
Change0 (0%)
Value$223.6K (+$2.9K)
Filed 2026-10-15
Perennial Advisors, LLC
UNCHANGED
Shares2,678 from 2,678
Change0 (0%)
Value$222.4K (+$2.9K)
Filed 2026-10-13
Advisors Management Group Inc
DECREASED
Shares2,668 from 3,278
Change-610 (-19%)
Value$221.0K (-$47.0K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares2,645 from 2,645
Change0 (0%)
Value$219.6K (+$2.9K)
Filed 2026-10-20
Strategy Asset Managers LLC
UNCHANGED
Shares2,631 from 2,631
Change0 (0%)
Value$218.5K (+$2.9K)
Filed 2026-10-14
Spinnaker Investment Group, LLC
DECREASED
Shares2,627 from 3,805
Change-1,178 (-31%)
Value$218.1K (-$93.7K)
Filed 2026-10-13
First Security Investment Management, Inc.
NEW
Shares2,620
Change+2,620
Value$217.5K
Filed 2026-11-05
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares2,615 from 2,848
Change-233 (-8%)
Value$217.1K (-$16.2K)
Filed 2026-10-16
Lantern Wealth Advisors, LLC
NEW
Shares2,592
Change+2,592
Value$215.2K
Filed 2026-10-22
DeLarme Wealth Management, Inc.
UNCHANGED
Shares2,576 from 2,576
Change0 (0%)
Value$213.9K (+$2.8K)
Filed 2026-10-30
First Heartland Consultants, Inc.
NEW
Shares2,538
Change+2,538
Value$210.7K
Filed 2026-10-08
Emprise Bank
INCREASED
Shares2,509 from 2,465
Change+44 (+2%)
Value$208.3K (+$6.3K)
Filed 2026-10-07
Focused Wealth Management, Inc
INCREASED
Shares2,507 from 2,501
Change+6 (+0%)
Value$208.1K (+$3.2K)
Filed 2026-10-30
West Wealth Group, LLC
INCREASED
Shares2,507 from 2,506
Change+1 (+0%)
Value$208.1K (+$2.8K)
Filed 2026-10-14
High Probability Advisors, LLC
UNCHANGED
Shares2,501 from 2,501
Change0 (0%)
Value$207.6K (+$2.7K)
Filed 2026-10-19
Highland Capital Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$207.6K (+$2.7K)
Filed 2026-10-26
Prosperity Advisers, LLC
UNCHANGED
Shares2,474 from 2,474
Change0 (0%)
Value$205.5K (+$2.7K)
Filed 2026-10-28
Acropolis Investment Management, LLC
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$203.4K (+$2.7K)
Filed 2026-10-08
Lynch & Associates
DECREASED
Shares2,440 from 2,650
Change-210 (-8%)
Value$202.6K (-$14.5K)
Filed 2026-10-13
Centurion Wealth Management LLC
NEW
Shares2,436
Change+2,436
Value$202.3K
Filed 2026-10-13
Fiduciary Advisors, Inc.
INCREASED
Shares2,159 from 1,620
Change+539 (+33%)
Value$179.3K (+$46.5K)
Filed 2026-10-16
Hilltop National Bank
UNCHANGED
Shares2,154 from 2,154
Change0 (0%)
Value$178.8K (+$2.3K)
Filed 2026-10-14
Oakworth Capital, Inc.
UNCHANGED
Shares2,078 from 2,078
Change0 (0%)
Value$172.5K (+$2.3K)
Filed 2026-10-26
IAG Wealth Partners, LLC
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$156.1K (+$2.0K)
Filed 2026-11-06
Atmos Advisory, LLC
INCREASED
Shares1,857 from 1,852
Change+5 (+0%)
Value$154.2K (+$2.4K)
Filed 2026-10-06
Abound Wealth Management
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$143.6K (+$1.9K)
Filed 2026-10-26
Farmers & Merchants Investments Inc
NEW
Shares1,720
Change+1,720
Value$142.8K
Filed 2026-10-22
SYM Financial Corp
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$134.9K (+$1.8K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
INCREASED
Shares1,590 from 1,586
Change+4 (+0%)
Value$132.0K (+$2.0K)
Filed 2026-10-23
Kings Path Partners LLC
DECREASED
Shares1,556 from 1,972
Change-416 (-21%)
Value$129.2K (-$32.4K)
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,535 from 1,535
Change0 (0%)
Value$127.4K (+$1.7K)
Filed 2026-10-28
Walsh & Associates, LLC
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$125.4K (+$1.6K)
Filed 2026-11-09
S.A. Mason LLC
UNCHANGED
Shares1,491 from 1,491
Change0 (0%)
Value$123.8K (+$1.6K)
Filed 2026-10-13
TFC Financial Management, Inc.
INCREASED
Shares1,321 from 1,318
Change+3 (+0%)
Value$109.7K (+$1.7K)
Filed 2026-10-26
DecisionPoint Financial, LLC
INCREASED
Shares1,238 from 1,155
Change+83 (+7%)
Value$103.1K (+$8.6K)
Filed 2026-10-27
Trust Co
NEW
Shares1,182
Change+1,182
Value$98.1K
Filed 2026-10-09
Russell Investments Group, Ltd.
DECREASED
Shares1,118 from 2,296
Change-1,178 (-51%)
Value$92.8K (-$95.3K)
Filed 2026-11-06
Gleason Group, Inc.
INCREASED
Shares834 from 832
Change+2 (+0%)
Value$69.3K (+$1.1K)
Filed 2026-10-15
Birchwood Financial Partners, Inc.
DECREASED
Shares755 from 863
Change-108 (-13%)
Value$62.7K (-$8.1K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares739 from 739
Change0 (0%)
Value$61.4K (+$805)
Filed 2026-11-03
Fairscale Capital, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$59.8K (+$355)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares549 from 594
Change-45 (-8%)
Value$45.6K (-$3.1K)
Filed 2026-10-30
Barrett & Company, Inc.
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$44.5K (+$584)
Filed 2026-10-22
Transce3nd, LLC
DECREASED
Shares467 from 532
Change-65 (-12%)
Value$39.3K (-$4.6K)
Filed 2026-10-26
Citigroup Inc
NEW
Shares416
Change+416
Value$34.5K
Filed 2026-11-04
NorthAvenue LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$34.0K (+$446)
Filed 2026-10-29
Evolution Wealth Management Inc.
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$27.9K (+$366)
Filed 2026-10-28
Trust Co of Vermont
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$18.8K (+$248)
Filed 2026-10-21
Navigoe, LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$18 ($0)
Filed 2026-11-04
Winch Advisory Services, LLC
INCREASED
Shares226 from 225
Change+1 (+0%)
Value$18.7K (+$289)
Filed 2026-11-06
Buck Wealth Strategies, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$15.7K (+$242)
Filed 2026-10-28
N.E.W. Advisory Services LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$12.0K (+$158)
Filed 2026-11-09
RHL Group, LLC
INCREASED
Shares106 from 102
Change+4 (+4%)
Value$8.8K (+$452)
Filed 2026-11-04
Bfsg, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.4K (+$70)
Filed 2026-10-30
BankChampaign, National Association
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.2K (+$41)
Filed 2026-10-19
Quent Capital, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.1K (-$70)
Filed 2026-11-09
New England Capital Financial Advisors LLC
DECREASED
Shares34 from 177
Change-143 (-81%)
Value$2.8K (-$11.7K)
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (+$22)
Filed 2026-10-19
LJI Wealth Management, LLC
CLOSED
Shares0 from 22,369
Change-22,369 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-28
Wesbanco Bank Inc
CLOSED
Shares0 from 17,312
Change-17,312 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 5,673
Change-5,673 (-100%)
Value$0 (-$464.8K)
Filed 2026-10-27
CoreCap Advisors, LLC
CLOSED
Shares0 from 5,301
Change-5,301 (-100%)
Value$0 (-$434.4K)
Filed 2026-10-08
Ascent Group, LLC
CLOSED
Shares0 from 3,667
Change-3,667 (-100%)
Value$0 (-$300.5K)
Filed 2026-10-30
VCI Wealth Management LLC
CLOSED
Shares0 from 2,805
Change-2,805 (-100%)
Value$0 (-$229.8K)
Filed 2026-10-29
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,567
Change-2,567 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-13
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 2,257
Change-2,257 (-100%)
Value$0 (-$167)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 1,703
Change-1,703 (-100%)
Value$0 (-$139.5K)
Filed 2026-10-28
Merrithew & Thorsten Inc
CLOSED
Shares0 from 1,387
Change-1,387 (-100%)
Value$0 (-$113.0K)
Filed 2026-11-06
First Community Trust NA
CLOSED
Shares0 from 1,103
Change-1,103 (-100%)
Value$0 (-$90.4K)
Filed 2026-10-07
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,045
Change-1,045 (-100%)
Value$0 (-$85.4K)
Filed 2026-10-16
Atlatl Advisers LLC
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$71.5K)
Filed 2026-10-22
Prudential Financial Inc
N/A
Shares— from 39,752,037
Change-39,752,037 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,443,034
Change-9,443,034 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,929,304
Change-3,929,304 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,699,030
Change-2,699,030 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,660,097
Change-2,660,097 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,618,024
Change-2,618,024 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,865,705
Change-1,865,705 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,771,769
Change-1,771,769 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,706,447
Change-1,706,447 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,429,525
Change-1,429,525 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,397,315
Change-1,397,315 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,269,391
Change-1,269,391 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 922,805
Change-922,805 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 843,306
Change-843,306 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 834,751
Change-834,751 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 781,601
Change-781,601 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 718,664
Change-718,664 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 703,277
Change-703,277 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 703,089
Change-703,089 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 686,579
Change-686,579 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 632,306
Change-632,306 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 612,696
Change-612,696 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 579,315
Change-579,315 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 575,408
Change-575,408 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 539,447
Change-539,447 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 536,208
Change-536,208 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 517,252
Change-517,252 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 492,705
Change-492,705 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 481,535
Change-481,535 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 466,528
Change-466,528 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 443,216
Change-443,216 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 378,242
Change-378,242 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 354,994
Change-354,994 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 340,267
Change-340,267 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 328,224
Change-328,224 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 320,184
Change-320,184 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 316,052
Change-316,052 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 310,495
Change-310,495 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 306,785
Change-306,785 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 300,617
Change-300,617 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 297,838
Change-297,838 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 283,672
Change-283,672 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 264,867
Change-264,867 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 262,879
Change-262,879 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 239,793
Change-239,793 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 230,591
Change-230,591 (-100%)
Value—
UBS Group AG
N/A
Shares— from 223,473
Change-223,473 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 211,439
Change-211,439 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 210,096
Change-210,096 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 207,764
Change-207,764 (-100%)
Value—
Betterment LLC
N/A
Shares— from 204,580
Change-204,580 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 201,254
Change-201,254 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 181,888
Change-181,888 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 174,178
Change-174,178 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 173,035
Change-173,035 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 172,881
Change-172,881 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 155,554
Change-155,554 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 153,965
Change-153,965 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 153,699
Change-153,699 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 148,587
Change-148,587 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 138,160
Change-138,160 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 134,100
Change-134,100 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 128,052
Change-128,052 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 123,681
Change-123,681 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 118,371
Change-118,371 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 117,068
Change-117,068 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 114,492
Change-114,492 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 110,953
Change-110,953 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 106,355
Change-106,355 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 103,048
Change-103,048 (-100%)
Value—
FMR LLC
N/A
Shares— from 100,128
Change-100,128 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 97,382
Change-97,382 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 87,224
Change-87,224 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 85,046
Change-85,046 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 80,910
Change-80,910 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 77,538
Change-77,538 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 76,767
Change-76,767 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 76,349
Change-76,349 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 74,146
Change-74,146 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 69,930
Change-69,930 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 66,062
Change-66,062 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 65,694
Change-65,694 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 65,440
Change-65,440 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 64,992
Change-64,992 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 60,806
Change-60,806 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 59,539
Change-59,539 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 59,230
Change-59,230 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 57,578
Change-57,578 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 55,190
Change-55,190 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 54,731
Change-54,731 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 53,423
Change-53,423 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 51,470
Change-51,470 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 50,530
Change-50,530 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 48,728
Change-48,728 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 45,264
Change-45,264 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 44,118
Change-44,118 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 43,413
Change-43,413 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 42,869
Change-42,869 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 42,103
Change-42,103 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 41,458
Change-41,458 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 40,882
Change-40,882 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 40,149
Change-40,149 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 40,002
Change-40,002 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 39,974
Change-39,974 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 39,931
Change-39,931 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 39,851
Change-39,851 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 38,232
Change-38,232 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 38,025
Change-38,025 (-100%)
Value—
&partners
N/A
Shares— from 34,649
Change-34,649 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31,638
Change-31,638 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 31,247
Change-31,247 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 31,246
Change-31,246 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 31,232
Change-31,232 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 29,864
Change-29,864 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 29,550
Change-29,550 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 29,466
Change-29,466 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 26,625
Change-26,625 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 25,278
Change-25,278 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 25,040
Change-25,040 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24,247
Change-24,247 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 23,408
Change-23,408 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 23,224
Change-23,224 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 22,820
Change-22,820 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 21,979
Change-21,979 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 19,657
Change-19,657 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 18,549
Change-18,549 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 18,167
Change-18,167 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 16,575
Change-16,575 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 16,494
Change-16,494 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,370
Change-16,370 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 15,741
Change-15,741 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 15,515
Change-15,515 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 15,478
Change-15,478 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 15,393
Change-15,393 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,976
Change-14,976 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 14,692
Change-14,692 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 14,509
Change-14,509 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 14,239
Change-14,239 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,192
Change-14,192 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 13,764
Change-13,764 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 13,667
Change-13,667 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 13,456
Change-13,456 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 13,418
Change-13,418 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 13,224
Change-13,224 (-100%)
Value—
Calydon Capital
N/A
Shares— from 13,162
Change-13,162 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,881
Change-12,881 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 12,835
Change-12,835 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 12,823
Change-12,823 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 12,517
Change-12,517 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 12,423
Change-12,423 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 12,385
Change-12,385 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 12,343
Change-12,343 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 12,104
Change-12,104 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 12,057
Change-12,057 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 11,860
Change-11,860 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 11,797
Change-11,797 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 11,790
Change-11,790 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,684
Change-11,684 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 11,594
Change-11,594 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,564
Change-11,564 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,974
Change-10,974 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 10,573
Change-10,573 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 10,264
Change-10,264 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 10,263
Change-10,263 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 10,091
Change-10,091 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,977
Change-9,977 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,608
Change-9,608 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 9,596
Change-9,596 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 9,498
Change-9,498 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 9,387
Change-9,387 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 9,286
Change-9,286 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 8,887
Change-8,887 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,832
Change-8,832 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,619
Change-8,619 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,579
Change-8,579 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,397
Change-8,397 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 8,351
Change-8,351 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 8,321
Change-8,321 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,627
Change-7,627 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 7,394
Change-7,394 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,388
Change-7,388 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 7,154
Change-7,154 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 7,049
Change-7,049 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,928
Change-6,928 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,801
Change-6,801 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 6,684
Change-6,684 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 6,670
Change-6,670 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 6,633
Change-6,633 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,924
Change-5,924 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 5,901
Change-5,901 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,891
Change-5,891 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,867
Change-5,867 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 5,736
Change-5,736 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 5,184
Change-5,184 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,862
Change-4,862 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,801
Change-4,801 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 4,449
Change-4,449 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,351
Change-3,351 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 393
Change-393 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 257
Change-257 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 207
Change-207 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 133
Change-133 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 58
Change-58 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Maseco LLP
DECREASED7,138,7957,371,581-232,786-3%$603.9M$592.9M-$11.0M2026-10-27
Root Financial Partners, LLC
INCREASED5,533,6355,198,745+334,890+6%$426.0M$459.5M+$33.5M2026-10-21
Vise Technologies, Inc.
INCREASED5,318,7614,839,412+479,349+10%$396.5M$441.6M+$45.1M2026-10-29
Index Fund Advisors, Inc.
INCREASED5,022,6924,989,844+32,848+1%$408.9M$417.0M+$8.2M2026-11-05
SAX Wealth Advisors, LLC
INCREASED4,731,9754,250,622+481,353+11%$301.4M$392.9M+$91.5M2026-10-13
Plancorp, LLC
DECREASED4,371,6224,426,858-55,236-1%$362.5M$360.4M-$2.2M2026-11-03
TCI Wealth Advisors, Inc.
INCREASED4,110,8543,829,125+281,729+7%$313.8M$341.3M+$27.6M2026-10-30
LPL Financial LLC
INCREASED3,444,6983,407,781+36,917+1%$279.2M$286.0M+$6.8M2026-11-06
Creative Planning
INCREASED3,355,9763,321,135+34,841+1%$272.1M$278.6M+$6.5M2026-11-02
Great Waters Wealth Management
INCREASED3,114,2702,934,668+179,602+6%$240.5M$258.6M+$18.1M2026-10-07
G2 Capital Management, LLC / OH
INCREASED2,407,0932,353,192+53,901+2%$192.8M$199.9M+$7.0M2026-10-23
Apella Capital, LLC
DECREASED2,155,9062,199,716-43,810-2%$179.9M$182.5M+$2.6M2026-10-08
Earned Wealth Advisors, LLC
INCREASED1,732,1611,726,300+5,861+0%$141.5M$143.8M+$2.4M2026-11-06
Flagstone Financial Management
INCREASED1,586,6051,555,365+31,240+2%$127.4M$131.7M+$4.3M2026-11-05
Savant Capital, LLC
INCREASED1,332,6841,252,540+80,144+6%$102.8M$110.7M+$7.9M2026-11-06
JFS Wealth Advisors, LLC
DECREASED1,322,7711,333,612-10,841-1%$109.3M$109.8M+$553.5K2026-11-03
Intelligence Driven Advisers, LLC
INCREASED1,293,7551,279,127+14,628+1%$104.8M$107.4M+$2.6M2026-10-09
Colony Family Offices, LLC
INCREASED1,224,1511,204,562+19,589+2%$98.7M$101.6M+$2.9M2026-10-22
DiNuzzo Private Wealth, Inc.
INCREASED1,174,4181,169,867+4,551+0%$95.9M$97.5M+$1.7M2026-10-16
Modera Wealth Management, LLC
DECREASED1,152,9371,177,121-24,184-2%$96.5M$95.7M-$725.0K2026-10-28
Chicago Partners Investment Group LLC
DECREASED1,147,0851,149,698-2,6130%$92.8M$94.9M+$2.1M2026-10-27
Forum Financial Management, LP
DECREASED1,128,3131,145,416-17,103-1%$93.9M$93.7M-$171.5K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED1,119,7891,041,811+77,978+7%$84.7M$93.0M+$8.3M2026-10-13
Commonwealth Equity Services, LLC
DECREASED1,068,5761,591,766-523,190-33%$130.4M$88.7M-$41.7M2026-11-02
Penney Financial, LLC
INCREASED957,113893,449+63,664+7%$73.2M$79.5M+$6.3M2026-10-20
Austin Asset Management Co Inc
INCREASED943,709941,091+2,618+0%$77.1M$78.4M+$1.2M2026-10-29
Choreo, LLC
INCREASED938,634935,798+2,836+0%$76.7M$77.9M+$1.3M2026-10-28
Foster Group, Inc.
DECREASED932,666941,437-8,771-1%$77.1M$77.4M+$297.9K2026-10-13
Foundry Financial LLC
INCREASED930,126763,870+166,256+22%$62.6M$77.2M+$14.6M2026-10-16
Evanson Financial, LLC
DECREASED929,815930,248-4330%$76.2M$77.2M+$978.0K2026-10-23
Elser Financial Planning, Inc
DECREASED916,566920,864-4,2980%$75.5M$76.1M+$646.9K2026-10-16
Heritage Wealth Management, Inc. s
INCREASED905,266889,725+15,541+2%$72.9M$75.1M+$2.2M2026-11-06
Quadcap Wealth Management, LLC
INCREASED902,861863,161+39,700+5%$70.7M$75.0M+$4.2M2026-11-02
Wealth Management Nebraska
INCREASED898,692882,866+15,826+2%$72.3M$74.6M+$2.3M2026-10-26
Willow Creek Wealth Management Inc.
INCREASED890,197876,290+13,907+2%$71.8M$73.9M+$2.1M2026-10-26
Olio Financial Planning
DECREASED889,894896,829-6,935-1%$73.5M$73.9M+$401.8K2026-10-22
Aspen Wealth Management LLC
INCREASED889,269827,733+61,536+7%$67.8M$73.8M+$6.0M2026-10-14
Kestra Advisory Services, LLC
INCREASED853,683779,203+74,480+10%$63.8M$70.9M+$7.0M2026-11-02
Farther Finance Advisors, LLC
INCREASED808,133591,783+216,350+37%$48.5M$67.1M+$18.6M2026-10-08
1900 Wealth Management LLC
DECREASED773,389776,310-2,9210%$63.6M$64.2M+$603.7K2026-10-13
RS Crum Inc.
INCREASED763,575753,902+9,673+1%$61.8M$63.4M+$1.6M2026-10-19
Leading Edge Financial Planning LLC
INCREASED741,7614,156+737,605+17748%$340.5K$61.6M+$61.2M2026-10-23
Hurlow Wealth Management Group, Inc.
INCREASED718,718697,119+21,599+3%$57.1M$59.7M+$2.6M2026-10-29
Crusonia Wealth Advisors LLC
INCREASED707,556660,410+47,146+7%$54.1M$58.7M+$4.6M2026-10-26
Truist Financial Corp
INCREASED692,859691,296+1,563+0%$56.6M$57.5M+$883.3K2026-10-30
RIA Advisory Group LLC
INCREASED681,41311,200+670,213+5984%$917.7K$56.6M+$55.7M2026-10-15
Crown Wealth Group, LLC
INCREASED666,922657,362+9,560+1%$53.9M$55.4M+$1.5M2026-10-19
CWS Financial Advisors, LLC
INCREASED653,506586,781+66,725+11%$48.1M$54.3M+$6.2M2026-10-16
Bernardo Wealth Planning LLC
INCREASED641,138300,091+341,047+114%$24.6M$53.2M+$28.6M2026-10-23
McLean Asset Management Corp
DECREASED612,348621,126-8,778-1%$50.7M$48.9M-$1.8M2026-11-06
Warburton Capital Management, LLC
INCREASED600,576367,506+233,070+63%$30.1M$49.4M+$19.3M2026-11-06
Dynamic Advisor Solutions LLC
INCREASED570,211566,467+3,744+1%$46.4M$47.3M+$928.3K2026-10-13
Disciplined Equity Management, Inc.
INCREASED559,941556,457+3,484+1%$45.6M$46.5M+$895.8K2026-10-14
Three Arch Wealth Management LLC
DECREASED558,477573,323-14,846-3%$47.0M$46.4M-$607.7K2026-10-20
Greenspring Advisors, LLC
DECREASED505,832508,931-3,099-1%$41.7M$42.0M+$297.4K2026-11-05
Heritage Investment Group, Inc.
DECREASED501,747502,967-1,2200%$41.2M$41.7M+$446.9K2026-11-03
Owl Creek Wealth Partners LLC
INCREASED499,432480,458+18,974+4%$39.4M$41.5M+$2.1M2026-10-20
TCP Asset Management, LLC
INCREASED490,717474,753+15,964+3%$38.9M$41.2M+$2.3M2026-10-14
Guardian Wealth Management, LLC
DECREASED473,366494,759-21,393-4%$40.5M$39.3M-$1.2M2026-10-14
SC&H Financial Advisors, Inc.
INCREASED469,767459,468+10,299+2%$37.6M$39.0M+$1.4M2026-10-14
Assetmark, Inc
DECREASED455,798686,225-230,427-34%$56.2M$37.8M-$18.4M2026-10-21
ARK & TLK Investments, LLC
DECREASED448,596453,692-5,096-1%$37.2M$37.2M+$71.4K2026-10-20
Dixon Fnancial Services, Inc.
DECREASED424,365429,043-4,678-1%$35.2M$35.2M+$79.3K2026-10-23
Retirement Solution LLC
DECREASED414,579421,813-7,234-2%$34.6M$34.4M-$140.8K2026-10-27
AG Asset Advisory, LLC
INCREASED404,313403,309+1,004+0%$33.0M$33.6M+$523.0K2026-11-06
Freedom Investment Management, Inc.
DECREASED399,778486,503-86,725-18%$39.9M$33.2M-$6.7M2026-11-09
Investmark Advisory Group LLC
INCREASED381,295365,001+16,294+4%$29.9M$31.7M+$1.8M2026-10-27
Timonier Family Office, Ltd.
DECREASED380,040381,895-1,8550%$31.3M$31.6M+$262.2K2026-11-03
Mission Wealth Management, LP
DECREASED368,485422,966-54,481-13%$34.7M$30.6M-$4.1M2026-10-15
Royal Harbor Partners, LLC
INCREASED362,716359,212+3,504+1%$29.4M$30.1M+$682.5K2026-10-29
Asset Dedication, LLC
INCREASED360,859359,582+1,277+0%$29.5M$30.0M+$498.0K2026-11-03
SouthState Bank Corp
INCREASED350,855343,173+7,682+2%$28.1M$29.1M+$1.0M2026-11-09
Allodium Investment Consultants, LLC
DECREASED340,943341,010-670%$27.9M$28.3M+$366.1K2026-10-14
Meritas Wealth Management, LLC
INCREASED338,591327,390+11,201+3%$26.8M$28.1M+$1.3M2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED338,501331,141+7,360+2%$27.1M$28.1M+$972.0K2026-11-02
Babb Wealth Advisors LLC
INCREASED327,587314,557+13,030+4%$25.8M$27.2M+$1.4M2026-10-30
McMill Wealth Management
NEW312,754—+312,754——$26.0M—2026-11-05
Cypress Point Wealth Management, LLC
INCREASED306,486292,275+14,211+5%$23.9M$25.4M+$1.5M2026-11-03
American Capital Advisory, LLC
INCREASED302,505297,466+5,039+2%$24.4M$25.1M+$742.6K2026-10-28
Trinity Financial Advisors LLC
DECREASED301,875303,027-1,1520%$24.8M$25.1M+$234.7K2026-10-09
Pillar Financial Advisors, LLC
INCREASED290,970277,505+13,465+5%$22.7M$24.2M+$1.4M2026-10-21
Indivisible Partners
INCREASED285,313173,937+111,376+64%$14.3M$23.7M+$9.4M2026-10-26
GEM Asset Management, LLC
INCREASED282,539251,755+30,784+12%$20.6M$23.5M+$2.8M2026-10-13
Allworth Financial LP
INCREASED275,555172,218+103,337+60%$14.1M$22.6M+$8.5M2026-11-06
Mendota Financial Group, LLC
DECREASED273,353276,311-2,958-1%$22.6M$22.7M+$55.6K2026-10-07
Cardiff Park Advisors, LLC
INCREASED266,550238,454+28,096+12%$19.5M$22.1M+$2.6M2026-11-09
Legacy Financial Group, Inc.
INCREASED266,076249,348+16,728+7%$20.4M$22.1M+$1.7M2026-10-21
Spire Wealth Management
DECREASED250,110251,155-1,0450%$20.6M$20.8M+$187.0K2026-10-30
Security Financial Services, Inc.
DECREASED246,405247,063-6580%$20.2M$20.5M+$214.7K2026-10-29
Tassel Capital Management, Inc.
INCREASED237,973228,966+9,007+4%$18.8M$19.8M+$997.4K2026-10-20
PFG Advisors
INCREASED237,910232,677+5,233+2%$19.1M$19.8M+$688.1K2026-10-16
Certified Advisory Corp
INCREASED232,853209,395+23,458+11%$17.2M$19.3M+$2.2M2026-10-29
Capstone Wealth Management, LLC
INCREASED231,248217,893+13,355+6%$17.9M$19.2M+$1.3M2026-11-02
KPP Advisory Services LLC
INCREASED225,611218,892+6,719+3%$17.9M$18.7M+$796.5K2026-10-26
Axxcess Wealth Management, LLC
INCREASED219,832214,100+5,732+3%$17.5M$18.3M+$709.4K2026-10-21
Larson Financial Group LLC
DECREASED212,565213,916-1,351-1%$17.5M$17.6M+$121.0K2026-11-05
HB Wealth Management, LLC
INCREASED199,797189,403+10,394+5%$15.5M$16.6M+$1.1M2026-10-23
Apollon Wealth Management, LLC
INCREASED199,382135,509+63,873+47%$11.1M$16.6M+$5.5M2026-10-23
Kraft, Davis & Associates, LLC
INCREASED191,215184,603+6,612+4%$15.0M$16.0M+$955.1K2026-10-21
Kestra Investment Management, LLC
INCREASED187,879182,065+5,814+3%$14.9M$15.6M+$681.2K2026-11-04
Northwest Wealth Management, LLC
INCREASED180,490176,175+4,315+2%$14.4M$15.0M+$550.3K2026-10-30
Private Wealth Management Group, LLC
DECREASED172,105172,340-2350%$14.1M$14.3M+$168.3K2026-10-19
Sutton Place Investors LLC
INCREASED169,122169,100+22+0%$13.9M$14.0M+$186.2K2026-10-20
Coston, McIsaac & Partners
INCREASED168,687157,646+11,041+7%$12.9M$14.0M+$1.1M2026-11-06
BostonPremier Wealth LLC
INCREASED163,043153,731+9,312+6%$12.6M$13.5M+$940.8K2026-10-16
AWM Capital, LLC
DECREASED162,376166,290-3,914-2%$13.6M$13.5M-$143.7K2026-10-16
Physician Wealth Solutions Inc.
UNCHANGED157,689157,68900%$12.9M$13.1M+$171.9K2026-10-14
Warwick Investment Management, Inc.
DECREASED154,627155,213-5860%$12.7M$12.8M+$120.5K2026-10-19
Herold Advisors, Inc.
INCREASED154,403148,859+5,544+4%$12.2M$12.8M+$622.1K2026-10-19
Alpha Financial Advisors, LLC
DECREASED154,089162,455-8,366-5%$13.3M$12.8M-$517.6K2026-11-09
Wealth Advisory Team LLC
DECREASED153,738156,140-2,402-2%$12.8M$12.8M-$29.2K2026-11-05
Vermillion Wealth Management, Inc.
DECREASED153,196681,053-527,857-78%$55.8M$12.7M-$43.1M2026-10-26
CGN Advisors LLC
INCREASED152,641145,904+6,737+5%$12.0M$12.7M+$718.3K2026-10-21
Cedar Point Capital Partners, LLC
INCREASED150,943150,759+184+0%$12.4M$12.5M+$179.6K2026-10-29
Hughes Financial Services, LLC
DECREASED147,418148,814-1,396-1%$12.2M$12.4M+$181.9K2026-10-30
CFS Investment Advisory Services, LLC
INCREASED147,404143,910+3,494+2%$11.7M$12.5M+$777.5K2026-10-19
RF&L Wealth Management, LLC
DECREASED144,723145,653-930-1%$11.9M$12.0M+$81.5K2026-10-20
Embree Financial Group
DECREASED143,357145,623-2,266-2%$11.9M$11.9M-$29.4K2026-10-22
Fund Evaluation Group, LLC
INCREASED143,183140,789+2,394+2%$11.5M$11.9M+$352.2K2026-11-05
Greenwood Capital Associates LLC
DECREASED142,761150,832-8,071-5%$12.4M$11.9M-$505.7K2026-10-27
Sowell Financial Services LLC
INCREASED140,311139,412+899+1%$11.4M$11.7M+$226.6K2026-10-23
XY Planning Network, Inc.
INCREASED136,487126,210+10,277+8%$10.3M$11.3M+$990.8K2026-10-14
LVZ, Inc.
INCREASED132,208123,390+8,818+7%$10.1M$11.0M+$866.7K2026-10-20
Tillman Hartley LLC
DECREASED132,021142,075-10,054-7%$11.6M$11.0M-$679.9K2026-11-06
Concord Wealth Partners
DECREASED128,160175,929-47,769-27%$14.4M$10.6M-$3.8M2026-11-02
Maryland State Retirement & Pension System
NEW125,569—+125,569——$10.4M—2026-11-05
Bayshore Asset Management, LLC
INCREASED122,922118,167+4,755+4%$9.7M$10.4M+$725.1K2026-11-03
Burk Holdings LLC
INCREASED121,536105,854+15,682+15%$8.7M$10.1M+$1.4M2026-11-05
Richard Young Associates, Ltd.
DECREASED118,599120,676-2,077-2%$9.9M$9.8M-$40.9K2026-11-03
DWR Wealth Management, LLC
INCREASED115,05291,640+23,412+26%$7.4M$9.6M+$2.1M2026-10-13
Quantum Financial Advisors, LLC
INCREASED113,173104,854+8,319+8%$8.6M$9.4M+$805.0K2026-11-03
Lauterbach Financial Advisors, LLC
INCREASED113,092108,460+4,632+4%$8.9M$9.4M+$502.8K2026-10-21
Altiora Financial Group, LLC
DECREASED111,515111,570-550%$9.1M$9.3M+$117.0K2026-11-04
JDH Wealth Management, LLC
DECREASED110,635110,958-3230%$9.1M$9.2M+$94.1K2026-10-20
Kondo Wealth Advisors, Inc.
DECREASED105,950106,652-702-1%$8.7M$8.8M+$58.0K2026-10-19
Harbour Investments, Inc.
DECREASED104,565136,546-31,981-23%$11.2M$8.7M-$2.5M2026-11-09
Tortoise Investment Management, LLC
DECREASED103,279105,284-2,005-2%$8.6M$8.6M-$51.7K2026-11-06
SeaBridge Investment Advisors LLC
DECREASED102,871107,387-4,516-4%$8.8M$8.5M-$257.9K2026-11-02
Robertson Stephens Wealth Management, LLC
DECREASED101,369102,083-714-1%$8.4M$8.4M+$52.0K2026-10-16
Semitam Bonam LLC
DECREASED101,069101,537-4680%$8.3M$8.4M+$71.9K2026-10-27
First National Bank & Trust Co of Newtown
DECREASED98,693100,458-1,765-2%$8.2M$8.1M-$61.1K2026-11-09
Ridgeline Wealth, LLC
INCREASED98,41696,370+2,046+2%$7.9M$8.3M+$433.4K2026-10-14
EnRich Financial Partners LLC
DECREASED95,81596,228-4130%$7.9M$8.0M+$70.6K2026-10-21
Diversify Advisory Services, LLC
INCREASED93,26591,833+1,432+2%$7.4M$7.8M+$416.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED93,26591,833+1,432+2%$7.4M$7.8M+$416.0K2026-10-20
EverSource Wealth Advisors, LLC
DECREASED93,26093,263-30%$7.6M$7.7M+$101.4K2026-11-04
Arista Wealth Management, LLC
DECREASED91,95697,246-5,290-5%$8.0M$7.6M-$333.3K2026-10-29
Gemmer Asset Management LLC
INCREASED88,53588,405+130+0%$7.2M$7.4M+$107.1K2026-10-16
Aurelius Family Office LLC
DECREASED87,47288,717-1,245-1%$7.3M$7.3M-$6.7K2026-10-23
RFG Advisory, LLC
INCREASED85,89884,838+1,060+1%$7.0M$7.1M+$180.5K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED84,45987,654-3,195-4%$7.2M$7.0M-$169.7K2026-10-14
Heck Capital Advisors, LLC
INCREASED81,82077,208+4,612+6%$6.3M$6.8M+$467.1K2026-10-14
Symmetry Partners, LLC
DECREASED79,12282,599-3,477-4%$6.8M$6.6M-$198.7K2026-10-27
CLG LLC
INCREASED78,29278,284+8+0%$6.4M$6.5M+$86.1K2026-10-13
DBK Financial Counsel, LLC
INCREASED78,10577,607+498+1%$6.4M$6.5M+$125.9K2026-10-13
IFG Advisory, LLC
DECREASED77,25278,805-1,553-2%$6.5M$6.4M-$43.0K2026-11-09
Nova R Wealth, Inc.
INCREASED74,85871,720+3,138+4%$5.9M$6.2M+$338.8K2026-10-26
Avant Financial Advisors LLC
INCREASED74,59073,187+1,403+2%$6.0M$6.2M+$196.3K2026-11-02
Gradient Investments LLC
DECREASED74,54681,999-7,453-9%$6.7M$6.2M-$529.5K2026-10-08
Independent Wealth Network Inc.
DECREASED74,47075,206-736-1%$6.2M$6.2M+$20.9K2026-10-19
Elevate Wealth Advisory, Inc
INCREASED73,84650,275+23,571+47%$4.1M$6.1M+$2.0M2026-10-29
Virtue Asset Management LLC
UNCHANGED73,83673,83600%$6.1M$6.1M+$80.5K2026-10-21
Clearstead Advisors, LLC
DECREASED73,66474,634-970-1%$6.1M$6.1M+$7862026-11-06
Innovative Wealth Building LLC
DECREASED72,11979,244-7,125-9%$6.5M$6.0M-$505.1K2026-10-14
Oak Wealth Advisors LLC
DECREASED71,63872,991-1,353-2%$6.0M$5.9M-$32.8K2026-11-09
Andrews, Lucia Wealth Management LLC
INCREASED69,40267,839+1,563+2%$5.6M$5.8M+$203.7K2026-11-02
HFG Wealth Management, LLC
UNCHANGED68,79468,79400%$5.6M$5.6M$02026-10-16
Wealthcare Advisory Partners LLC
DECREASED68,06069,483-1,423-2%$5.7M$5.7M-$42.4K2026-10-21
Frankly Finances, LLC
UNCHANGED67,43567,43500%$5.5M$5.6M+$73.5K2026-10-28
Madson Wealth Advisors Inc
INCREASED65,59445,490+20,104+44%$3.7M$5.4M+$1.7M2026-10-13
Factor Wealth Management LTD
INCREASED65,29665,233+63+0%$5.3M$5.4M+$76.3K2026-10-08
Vestia Personal Wealth Advisors
DECREASED64,37765,063-686-1%$5.3M$5.3M+$14.1K2026-10-20
Parsons Capital Management Inc
INCREASED64,37038,047+26,323+69%$3.1M$5.3M+$2.2M2026-10-28
Baker Tilly Wealth Management, LLC
DECREASED64,16167,247-3,086-5%$5.5M$5.3M-$183.0K2026-10-05
CPC Advisors, LLC
DECREASED62,87563,058-1830%$5.2M$5.2M+$53.5K2026-10-21
Nemes Rush Group LLC
INCREASED62,82958,745+4,084+7%$4.8M$5.2M+$403.1K2026-11-04
Ariadne Wealth Management, LP
DECREASED62,48364,550-2,067-3%$5.3M$5.2M-$101.3K2026-11-06
Clark Asset Management, LLC
INCREASED60,72658,614+2,112+4%$4.8M$5.0M+$239.2K2026-10-19
Hardy Reed LLC
DECREASED60,21264,006-3,794-6%$5.2M$5.0M-$245.2K2026-11-06
Merit Financial Group, LLC
INCREASED60,15428,993+31,161+107%$2.4M$5.0M+$2.6M2026-11-06
Squire Investment Management Company, LLC
INCREASED59,52156,304+3,217+6%$4.6M$4.9M+$328.4K2026-11-03
CWA Asset Management Group, LLC
INCREASED58,62758,336+291+1%$4.8M$4.9M+$87.8K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED58,56958,358+211+0%$4.8M$4.9M+$81.1K2026-10-27
Poinciana Advisors Group, LLC
INCREASED57,92744,590+13,337+30%$3.7M$5.1M+$1.4M2026-11-06
BIP Wealth, LLC
INCREASED57,45346,290+11,163+24%$3.8M$4.8M+$977.4K2026-10-22
Werba Rubin Papier Wealth Management
INCREASED56,98056,788+192+0%$4.7M$4.7M+$77.8K2026-11-06
Clarity Capital Advisors, LLC
INCREASED56,85556,774+81+0%$4.7M$4.7M+$68.6K2026-10-27
L.K. Benson & Company, P.C.
DECREASED54,72954,817-880%$4.5M$4.5M+$52.4K2026-10-23
Websterrogers Financial Advisors, LLC
DECREASED50,89051,140-2500%$4.2M$4.2M+$35.0K2026-11-02
Lodestone Wealth Management LLC
INCREASED50,46845,296+5,172+11%$3.7M$4.2M+$478.8K2026-10-14
Sterling Wealth Management, Inc.
INCREASED50,40748,750+1,657+3%$4.0M$4.2M+$190.7K2026-10-23
Forteris Wealth Management Inc.
DECREASED50,30950,333-240%$4.1M$4.2M+$52.9K2026-10-13
Bank of Montreal
DECREASED50,17950,819-640-1%$4.2M$4.2M+$2.2K2026-11-09
Navigate Wealth Management, LLC
INCREASED48,81748,606+211+0%$3.9M$4.1M+$191.9K2026-10-14
Financial Council, LLC
UNCHANGED48,38748,38700%$4.0M$4.0M+$52.7K2026-11-02
Acorn Wealth Advisors, LLC
INCREASED47,96047,035+925+2%$3.9M$4.0M+$128.0K2026-10-19
RAM Investment Partners, LLC
INCREASED47,48143,283+4,198+10%$3.5M$3.9M+$395.7K2026-10-21
FCG Investment Co
INCREASED47,21546,673+542+1%$3.8M$3.9M+$95.9K2026-10-13
Canvas Wealth Advisors, LLC
INCREASED47,16535,109+12,056+34%$2.9M$4.0M+$1.1M2026-11-02
Moisand Fitzgerald Tamayo, LLC
INCREASED47,11140,988+6,123+15%$3.4M$3.9M+$553.1K2026-10-15
Everest Financial Group LLC
DECREASED47,03447,772-738-2%$3.9M$3.9M-$9.2K2026-11-06
HMV Wealth Advisors, LLC
INCREASED46,04045,870+170+0%$3.8M$3.8M+$64.1K2026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED45,45245,997-545-1%$3.8M$3.8M+$4.9K2026-10-27
Central Trust Co
DECREASED43,73743,984-247-1%$3.6M$3.6M+$27.4K2026-11-05
21 West Wealth Management LLC
INCREASED42,78042,721+59+0%$3.5M$3.6M+$51.5K2026-10-13
Claro Advisors Inc.
NEW41,559—+41,559——$3.5M—2026-11-02
Retirement Planning Group, LLC
INCREASED41,45341,438+15+0%$3.4M$3.4M+$46.4K2026-10-19
Twin Cities Retirement Group LLC
DECREASED40,34840,734-386-1%$3.3M$3.4M+$12.3K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED40,01439,970+44+0%$3.3M$3.3M+$47.3K2026-11-06
Brooklyn FI, LLC
NEW39,761—+39,761——$3.3M—2026-11-05
LAM Group, Inc.
UNCHANGED39,04239,04200%$3.2M$3.2M+$42.6K2026-10-26
Donalies Financial Planning, LLC
INCREASED38,92938,422+507+1%$3.1M$3.2M+$84.0K2026-10-19
Autumn Glory Partners, LLC
INCREASED38,56613,265+25,301+191%$1.1M$3.2M+$2.1M2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED37,73137,73100%$3.1M$3.1M+$41.1K2026-10-15
Lido Advisors, LLC
INCREASED37,29837,263+35+0%$3.1M$3.1M+$43.5K2026-11-04
Kane Co Wealth Management, Inc.
DECREASED36,79737,027-230-1%$3.0M$3.1M+$21.3K2026-11-04
Physician Wealth Advisors, Inc.
INCREASED35,94434,165+1,779+5%$2.8M$3.0M+$184.9K2026-10-20
Diversified Portfolios, Inc.
INCREASED35,65332,046+3,607+11%$2.6M$3.0M+$334.4K2026-11-04
True Wealth Design, LLC
DECREASED35,24435,450-206-1%$2.9M$2.9M+$21.5K2026-10-13
ETF Portfolio Partners, Inc.
UNCHANGED34,99934,99900%$2.9M$2.9M+$38.1K2026-10-22
Merited Wealth, LLC
DECREASED34,62035,073-453-1%$2.9M$2.9M+$5802026-10-13
Shearwater Capital LLC
INCREASED34,54934,543+6+0%$2.8M$2.9M+$38.1K2026-10-13
Accurate Wealth Management, LLC
INCREASED34,48733,498+989+3%$2.8M$2.9M+$153.4K2026-10-20
Abacus Wealth Partners, LLC
DECREASED34,28442,600-8,316-20%$3.5M$2.8M-$644.0K2026-11-03
Sensible Money, LLC
INCREASED34,25429,709+4,545+15%$2.4M$2.8M+$409.7K2026-10-20
Amarillo National Bank
UNCHANGED34,02834,02800%$2.8M$2.8M+$37.1K2026-10-23
US Bancorp \de\
INCREASED33,91427,173+6,741+25%$2.2M$2.8M+$589.3K2026-11-05
marrick wealth, LLC
INCREASED33,82111,333+22,488+198%$928.6K$2.8M+$1.9M2026-10-20
Monograph Wealth Advisors, LLC
UNCHANGED31,95531,95500%$2.6M$2.7M+$34.8K2026-11-09
Cambridge Financial Group, LLC
UNCHANGED31,69331,69300%$2.6M$2.6M$02026-10-06
Kavar Capital Partners Group, LLC
INCREASED31,26431,260+4+0%$2.6M$2.6M+$34.4K2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED31,24627,750+3,496+13%$2.3M$2.6M+$320.5K2026-11-03
Old Peak Finance LLC
UNCHANGED31,10831,10800%$2.5M$2.6M+$33.9K2026-11-02
Align Financial, LLC
UNCHANGED31,01531,01500%$2.5M$2.6M+$33.8K2026-10-16
Walleye Partners, LLC
DECREASED30,77733,370-2,593-8%$2.7M$2.6M-$178.9K2026-10-13
SpringVest Wealth Management LLC
INCREASED30,17620,072+10,104+50%$1.6M$2.5M+$860.8K2026-10-27
Nwam LLC
INCREASED30,16930,163+6+0%$2.5M$2.5M+$33.4K2026-11-09
Yoder Wealth Management, Inc.
DECREASED30,06330,354-291-1%$2.5M$2.5M+$8.9K2026-10-13
Life Planning Partners, Inc
DECREASED29,77331,872-2,099-7%$2.6M$2.5M-$139.6K2026-10-28
Washington Trust Advisors, Inc.
DECREASED29,73331,450-1,717-5%$2.6M$2.5M-$108.3K2026-10-22
Avestar Capital, LLC
DECREASED29,62129,866-245-1%$2.4M$2.5M+$12.2K2026-10-28
Citrine Capital LLC
INCREASED29,60724,476+5,131+21%$2.0M$2.5M+$452.7K2026-10-14
Aprio Wealth Management, LLC
DECREASED29,40829,418-100%$2.4M$2.4M+$31.2K2026-10-28
Winthrop Advisory Group LLC
INCREASED29,09629,092+4+0%$2.4M$2.4M+$32.0K2026-10-22
BCO Wealth Management LLC
DECREASED28,91529,835-920-3%$2.4M$2.4M-$43.9K2026-10-14
Syverson Strege & Co
INCREASED28,81328,797+16+0%$2.4M$2.4M+$32.8K2026-11-02
LifeSteps Financial, Inc.
DECREASED28,21229,287-1,075-4%$2.4M$2.3M-$57.3K2026-10-15
3 Factor Indexing, LLC
INCREASED27,9268,098+19,828+245%$663.6K$2.3M+$1.7M2026-10-15
Signaturefd, LLC
DECREASED27,69428,111-417-1%$2.3M$2.3M-$4.0K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED27,66226,217+1,445+6%$2.1M$2.3M+$148.6K2026-10-26
SJS Investment Consulting Inc.
UNCHANGED27,52527,52500%$2.3M$2.3M+$30.0K2026-10-26
Dodds Wealth, LLC
INCREASED27,50327,464+39+0%$2.3M$2.3M+$33.2K2026-11-02
Yardley Wealth Management LLC
DECREASED27,092117,898-90,806-77%$9.7M$2.2M-$7.4M2026-10-23
Synergy Asset Management, LLC
DECREASED26,98327,595-612-2%$2.3M$2.2M-$20.7K2026-11-05
Allegiance Financial Group Advisory Services LLC
DECREASED26,78026,799-190%$2.2M$2.2M+$27.7K2026-11-02
United Advisor Group, LLC
INCREASED26,77622,602+4,174+18%$1.9M$2.2M+$371.2K2026-11-03
Lakeshore Financial Planning, Inc.
DECREASED26,35026,354-40%$2.2M$2.2M+$28.4K2026-10-13
Integrated Advisors Network LLC
DECREASED26,31826,734-416-2%$2.2M$2.2M-$5.4K2026-10-20
Biltmore Family Office, LLC
UNCHANGED25,91525,91500%$2.1M$2.2M+$28.2K2026-11-03
Belleair Asset Management, LLC
DECREASED25,75325,813-600%$2.1M$2.1M+$23.2K2026-11-03
Copper Harbor Investment Advisors, LLC
INCREASED25,68425,310+374+1%$2.1M$2.1M+$58.6K2026-10-16
Nicholas Hoffman & Company, Llc.
UNCHANGED25,43225,43200%$2.1M$2.1M+$27.7K2026-10-30
Falcon Wealth Planning
DECREASED25,19725,438-241-1%$2.1M$2.1M+$7.7K2026-11-06
Parkside Financial Bank & Trust
DECREASED25,04830,637-5,589-18%$2.5M$2.1M-$430.7K2026-10-27
Verdence Capital Advisors LLC
INCREASED24,86224,387+475+2%$2.0M$2.1M+$66.0K2026-10-26
Western Reserve Capital Management, LLC
INCREASED24,81913,262+11,557+87%$1.1M$2.1M+$974.0K2026-10-14
TD Waterhouse Canada Inc.
INCREASED24,68310,974+13,709+125%$895.4K$2.1M+$1.2M2026-10-16
Silver Oak Advisory Group, Inc.
INCREASED24,62323,735+888+4%$1.9M$2.0M+$100.4K2026-11-06
Parallel Advisors, LLC
DECREASED24,37924,513-134-1%$2.0M$2.0M+$15.5K2026-11-03
Samalin Investment Counsel, LLC
INCREASED24,20623,194+1,012+4%$1.9M$2.0M+$109.3K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED24,1038,184+15,919+195%$670.6K$2.0M+$1.3M2026-10-16
Midwest Trust Co
DECREASED23,46523,739-274-1%$1.9M$1.9M+$3.1K2026-10-22
Bell Bank
DECREASED23,36523,749-384-2%$1.9M$1.9M-$6.0K2026-10-21
Smith Chas P & Associates PA Cpas
DECREASED23,22123,501-280-1%$1.9M$1.9M+$1.7K2026-10-22
Beacon Financial Strategies Corp
UNCHANGED22,23922,23900%$1.8M$1.8M+$24.2K2026-10-14
PNC Financial Services Group, Inc.
INCREASED22,12721,113+1,014+5%$1.7M$1.8M+$107.2K2026-11-06
Long Island Wealth Management, Inc.
UNCHANGED21,92921,92900%$1.8M$1.8M+$23.9K2026-10-20
SwitchPoint Financial Planning, LLC
UNCHANGED21,45121,45100%$1.8M$1.8M+$23.4K2026-11-02
Independent Financial Group, LLC
DECREASED21,44624,848-3,402-14%$2.0M$1.8M-$255.4K2026-10-13
Prime Capital Investment Advisors, LLC
UNCHANGED21,41321,41300%$1.8M$1.8M+$23.3K2026-10-20
Market Street Wealth Management Advisors LLC
DECREASED21,09023,501-2,411-10%$1.9M$1.8M-$174.6K2026-10-09
Jacobi Capital Management LLC
UNCHANGED20,98020,98000%$1.7M$1.7M+$22.9K2026-11-05
MBM Wealth Consultants, LLC
UNCHANGED20,83120,83100%$1.7M$1.7M+$22.7K2026-10-20
Highland Investment Advisors LLC
INCREASED20,64520,201+444+2%$1.7M$1.7M+$58.9K2026-11-09
Keybank National Association
UNCHANGED20,43120,43100%$1.7M$1.7M+$22.3K2026-11-04
Mather Group, Llc.
DECREASED19,64519,781-136-1%$1.6M$1.6M+$10.3K2026-10-14
BWM Planning, LLC
UNCHANGED19,33019,33000%$1.6M$1.6M+$21.1K2026-11-09
K2 Financial Inc.
DECREASED19,28719,380-930%$1.6M$1.6M+$38.2K2026-10-26
Apollon Financial, LLC
DECREASED18,91818,924-60%$1.6M$1.6M+$20.1K2026-10-23
Parkside Investments, LLC
UNCHANGED18,47018,47000%$1.5M$1.5M+$20.1K2026-10-20
CRA Financial Services, LLC
UNCHANGED17,80517,80500%$1.5M$1.5M+$19.4K2026-10-16
Professional Financial Advisors, LLC
UNCHANGED17,77617,77600%$1.5M$1.5M+$19.4K2026-10-13
Valeo Financial Advisors, LLC
UNCHANGED17,68217,68200%$1.4M$1.5M+$19.3K2026-10-08
First Financial Group Corp
DECREASED17,56518,165-600-3%$1.5M$1.5M-$30.0K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED17,44218,092-650-4%$1.5M$1.4M-$34.2K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED17,25017,332-820%$1.4M$1.4M+$12.1K2026-10-14
D.A. Davidson & Co.
DECREASED17,16217,222-600%$1.4M$1.4M+$13.8K2026-10-28
Fifth Third Bancorp
UNCHANGED17,03117,03100%$1.4M$1.4M+$18.6K2026-11-05
Thrivent Financial for Lutherans
UNCHANGED17,01517,01500%$1.4M$1.4M+$19.0K2026-11-05
Aviance Capital Partners, LLC
UNCHANGED16,98616,98600%$1.4M$1.4M+$18.5K2026-10-29
Prism Planning Partners LLC
INCREASED16,81016,806+4+0%$1.4M$1.4M+$18.7K2026-10-27
Archford Capital Strategies, LLC
UNCHANGED16,57416,57400%$1.4M$1.4M+$18.1K2026-10-19
Harbor Asset Planning, Inc.
INCREASED16,43116,394+37+0%$1.3M$1.4M+$20.9K2026-10-23
Cypress Wealth Services, LLC
INCREASED16,3178,600+7,717+90%$704.7K$1.4M+$681.4K2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED16,31115,999+312+2%$1.3M$1.4M+$58.9K2026-10-13
Valued Wealth Advisors LLC
DECREASED16,26716,327-600%$1.3M$1.4M+$12.8K2026-11-05
CPA Asset Management Group, LLC
DECREASED16,14333,405-17,262-52%$2.7M$1.3M-$1.4M2026-10-26
Triad Wealth Partners, LLC
DECREASED16,06416,073-90%$1.3M$1.3M+$3.1K2026-10-26
Avantax Planning Partners, Inc.
UNCHANGED15,83015,83000%$1.3M$1.3M+$17.3K2026-11-03
Venture Visionary Partners LLC
NEW15,813—+15,813——$1.3M—2026-10-07
Perigon Wealth Management, LLC
INCREASED15,80514,947+858+6%$1.2M$1.3M+$87.5K2026-10-22
Simplicity Wealth,LLC
DECREASED15,59415,633-390%$1.3M$1.3M+$13.8K2026-10-23
Onyx Financial Advisors, LLC
INCREASED15,41815,416+2+0%$1.3M$1.3M+$17.0K2026-10-21
25 LLC
INCREASED14,99614,980+16+0%$1.2M$1.2M+$17.6K2026-10-13
Private Management Group Inc
INCREASED14,87112,193+2,678+22%$999.1K$1.2M+$235.6K2026-11-04
Clarity Wealth Development LLC
DECREASED14,85515,082-227-2%$1.2M$1.2M-$2.4K2026-10-22
Montz Harcus Wealth Management LLC
INCREASED14,48514,451+34+0%$1.2M$1.2M+$18.6K2026-10-09
Ritholtz Wealth Management
UNCHANGED14,44014,44000%$1.2M$1.2M+$15.7K2026-11-05
Builder Investment Group Inc
INCREASED14,43514,403+32+0%$1.2M$1.2M+$18.4K2026-10-22
Francis Financial, Inc.
UNCHANGED14,40014,40000%$1.2M$1.2M+$15.7K2026-11-09
Cathy Pareto & Associates, Inc
INCREASED14,38914,006+383+3%$1.1M$1.2M+$47.1K2026-10-15
Investment Research Partners LLC
INCREASED14,36914,328+41+0%$1.2M$1.2M+$19.0K2026-10-19
Avail Investment Partners, LLC
INCREASED14,36914,328+41+0%$1.2M$1.2M+$19.0K2026-10-16
Mustard Seed Financial, LLC
DECREASED14,36314,393-300%$1.2M$1.2M+$13.2K2026-10-30
Everhart Financial Group, Inc.
INCREASED14,33412,424+1,910+15%$1.0M$1.2M+$172.1K2026-10-08
WestHill Financial Advisors, Inc.
UNCHANGED14,22314,22300%$1.2M$1.2M+$15.5K2026-10-14
Beacon Financial Advisory LLC
DECREASED14,13714,147-100%$1.2M$1.2M+$14.6K2026-10-16
Summit Asset Management, LLC
UNCHANGED14,07714,07700%$1.2M$1.2M+$15.3K2026-11-05
Financial Harvest, LLC
UNCHANGED13,99313,99300%$1.1M$1.2M+$15.3K2026-10-15
Center for Financial Planning, Inc.
UNCHANGED13,90113,90100%$1.1M$1.2M+$15.2K2026-10-26
PDS Planning, Inc
DECREASED13,73813,822-84-1%$1.1M$1.1M+$8.1K2026-11-03
Williams & Novak Wealth Management, LLC
INCREASED13,68913,026+663+5%$1.1M$1.1M+$69.3K2026-10-09
Milestone Asset Management Group, LLC
INCREASED13,26813,154+114+1%$1.1M$1.1M+$23.8K2026-10-20
SP Asset Management LLC
INCREASED13,21513,184+31+0%$1.1M$1.1M+$16.9K2026-11-05
Naples Global Advisors, LLC
UNCHANGED13,15213,15200%$1.1M$1.1M+$14.3K2026-11-05
Geneos Wealth Management Inc.
INCREASED12,99310,642+2,351+22%$872.0K$1.1M+$206.8K2026-11-09
Bank of New York Mellon Corp
DECREASED12,92612,927-10%$1.1M$1.1M+$14.1K2026-11-05
Leavell Investment Management, Inc.
INCREASED12,66511,485+1,180+10%$941.1K$1.1M+$110.5K2026-11-09
IFG Advisors, LLC
UNCHANGED12,63412,63400%$1.0M$1.0M+$13.8K2026-10-15
Private Advisory Group LLC
DECREASED12,61512,651-360%$1.0M$1.0M+$10.8K2026-11-06
Wealthcare Capital Management LLC
INCREASED12,3917,674+4,717+61%$628.8K$1.0M+$400.0K2026-10-21
AdvisorNet Financial, Inc
INCREASED12,31012,293+17+0%$1.0M$1.0M+$23.2K2026-10-15
Facet Wealth, Inc.
INCREASED12,27712,148+129+1%$995.4K$1.0M+$24.0K2026-11-04
ProCore Advisors, LLC
NEW12,255—+12,255——$1.0M—2026-10-14
Montag A & Associates Inc
UNCHANGED12,13912,13900%$994.7K$1.0M+$13.2K2026-10-29
Phillips Financial Management, LLC
DECREASED12,10312,192-89-1%$999.1K$1.0M+$5.8K2026-10-19
Shira Ridge Wealth Management
DECREASED12,06012,158-98-1%$996.2K$1.0M+$5.1K2026-10-09
Ascentis Independent Advisors
NEW11,976—+11,976——$994.5K—2026-11-03
Cogent Private Wealth, Inc.
UNCHANGED11,92511,92500%$977.1K$990.1K+$13.0K2026-11-06
Klingman & Associates, LLC
UNCHANGED11,72411,72400%$960.7K$973.4K+$12.8K2026-10-20
Wealth Enhancement Trust Services, Inc.
DECREASED11,65712,053-396-3%$987.6K$967.9K-$19.7K2026-10-07
Family Investment Center, Inc.
DECREASED11,62011,904-284-2%$975.5K$964.8K-$10.6K2026-10-19
Trademark Financial Management, LLC
UNCHANGED11,50011,50000%$942.3K$954.8K+$12.5K2026-10-23
Western Wealth Management, LLC
DECREASED11,48811,694-206-2%$958.2K$953.9K-$4.4K2026-11-09
Silver OAK Securities, Incorporated
NEW11,349—+11,349——$909.0K—2026-11-09
Belpointe Asset Management LLC
INCREASED11,34411,074+270+2%$907.4K$941.9K+$34.5K2026-11-09
Fortis Capital Advisors, LLC
INCREASED11,34411,074+270+2%$907.4K$941.9K+$34.5K2026-11-09
SBK Financial, Inc.
UNCHANGED11,08411,08400%$908.2K$920.3K+$12.1K2026-11-02
Seaside Wealth Management, Inc.
UNCHANGED10,98710,98700%$900.3K$912.3K+$12.0K2026-11-09
Soltis Investment Advisors LLC
INCREASED10,5348,177+2,357+29%$670.0K$874.6K+$204.6K2026-10-28
Sterling Financial Planning, Inc.
INCREASED10,50710,355+152+1%$848.5K$872.4K+$23.9K2026-10-28
waypoint wealth counsel
UNCHANGED10,39410,39400%$851.7K$863.0K+$11.3K2026-10-22
Signal Advisors Wealth, LLC
DECREASED10,30510,837-532-5%$888.0K$855.6K-$32.3K2026-10-13
TruNorth Capital Management, LLC
UNCHANGED10,22810,22800%$838.1K$849.2K+$11.1K2026-10-14
Bdfs Capital LLC
INCREASED10,2219,648+573+6%$790.5K$848.6K+$58.1K2026-10-14
Condor Capital Management
UNCHANGED10,09310,09300%$827.0K$838.0K+$11.0K2026-11-06
Coldstream Capital Management Inc
UNCHANGED10,02710,02700%$821.6K$832.5K+$10.9K2026-11-09
Towneley Capital Management, Inc / de
DECREASED9,8739,993-120-1%$818.9K$819.8K+$9402026-10-09
Avidian Wealth Enterprises, LLC
INCREASED9,8037,793+2,010+26%$638.5K$813.9K+$175.4K2026-10-08
Porter White Investment Advisors, Inc.
INCREASED9,7224,861+4,861+100%$398.3K$807.2K+$408.9K2026-10-14
Compass Ion Advisors, LLC
INCREASED9,6309,620+10+0%$788.3K$799.6K+$11.4K2026-10-23
Visionary Wealth Advisors
UNCHANGED9,6169,61600%$787.9K$798.4K+$10.5K2026-11-04
Cross Staff Investments Inc
UNCHANGED9,5769,57600%$784.7K$795.1K+$10.4K2026-10-22
Triumph Capital Management
INCREASED9,4448,554+890+10%$700.9K$784.1K+$83.2K2026-10-14
IFP Advisors, Inc
INCREASED9,4168,264+1,152+14%$677.2K$781.8K+$104.7K2026-10-16
Sincerus Advisory, LLC
INCREASED9,3738,924+449+5%$731.3K$778.2K+$47.0K2026-10-09
Csenge Advisory Group
DECREASED9,3569,896-540-5%$810.9K$776.8K-$34.0K2026-11-04
Park Avenue Securities LLC
INCREASED9,2899,055+234+3%$742.0K$771.0K+$29.0K2026-10-26
Intelligent Financial Strategies
UNCHANGED9,1159,11500%$746.9K$756.8K+$9.9K2026-10-16
Davenport & Co LLC
INCREASED9,0678,092+975+12%$663.1K$752.9K+$89.8K2026-10-14
Cape Investment Advisory, Inc.
DECREASED8,9719,081-110-1%$744.1K$744.9K+$7652026-10-13
Kelly Financial Group LLC
INCREASED8,9608,466+494+6%$693.7K$744.0K+$50.2K2026-10-16
R. W. Roge & Company, Inc.
DECREASED8,9389,373-435-5%$768.0K$742.0K-$26.0K2026-11-04
Ironwood Financial, llc
UNCHANGED8,8988,89800%$728.7K$738.8K+$10.1K2026-10-20
Boyce & Associates Wealth Consulting, Inc.
INCREASED8,8448,786+58+1%$719.9K$734.3K+$14.5K2026-10-14
Quarry Hill Advisors, LLC
INCREASED8,7518,511+240+3%$697.4K$726.6K+$29.2K2026-11-04
My Personal CFO, LLC
INCREASED8,7146,144+2,570+42%$503.4K$723.5K+$220.1K2026-10-14
Rockwood Wealth Management, LLC
UNCHANGED8,6598,65900%$709.5K$718.9K+$9.4K2026-10-27
First Bancorp, Inc
UNCHANGED8,6008,60000%$704.7K$714.1K+$9.4K2026-10-26
Montis Financial, LLC
UNCHANGED8,5568,55600%$701.1K$710.4K+$9.3K2026-11-04
Robinson Smith Wealth Advisors LLC
DECREASED8,3108,911-601-7%$730.2K$690.0K-$40.2K2026-10-22
Stewardship Advisors, LLC
INCREASED8,2068,173+33+0%$669.7K$681.3K+$11.6K2026-10-20
Madrona Financial Services, LLC
DECREASED8,0778,547-470-5%$700.3K$670.6K-$29.7K2026-10-23
Fonville Wealth Management LLC
NEW8,029—+8,029——$666.6K—2026-10-28
Avondale Wealth Management
UNCHANGED8,0018,00100%$655.6K$664.3K+$8.7K2026-10-15
Compound Planning, Inc.
DECREASED7,9758,093-118-1%$663.1K$662.1K-$1.0K2026-11-09
StoneX Group Inc.
NEW7,819—+7,819——$649.2K—2026-11-03
Bokf, NA
UNCHANGED7,8067,80600%$639.6K$648.1K+$8.5K2026-10-27
Waldron Private Wealth LLC
UNCHANGED7,7917,79100%$638.4K$646.9K+$8.5K2026-11-02
Allied Investment Advisors, LLC
UNCHANGED7,7527,75200%$635.2K$643.6K+$8.5K2026-10-13
Bryn Mawr Trust Advisors, LLC
UNCHANGED7,6827,68200%$629.5K$637.8K+$8.4K2026-11-04
Centennial Bank
DECREASED7,68031,149-23,469-75%$2.6M$637.7K-$1.9M2026-11-09
Burton Enright Welch
INCREASED7,5343,700+3,834+104%$303.2K$625.6K+$322.4K2026-11-04
HighPoint Advisor Group LLC
DECREASED7,4767,507-310%$615.1K$620.8K+$5.7K2026-11-09
Peavine Capital, LLC
UNCHANGED7,4337,43300%$609.1K$617.2K+$8.1K2026-10-13
Westwood Wealth Management
UNCHANGED7,4207,42000%$608.0K$616.1K+$8.1K2026-10-29
Integrity Alliance, Llc.
INCREASED7,3616,946+415+6%$569.2K$611.2K+$42.0K2026-10-29
Prudent Man Investment Management, Inc.
DECREASED7,2667,466-200-3%$553.8K$603.3K+$49.5K2026-11-03
Legacy Capital Wealth Partners, LLC
INCREASED7,2477,236+11+0%$592.9K$601.7K+$8.8K2026-10-21
Frank, Rimerman Advisors LLC
UNCHANGED7,1907,19000%$589.1K$597.0K+$7.8K2026-10-16
Net Worth Advisory Group
INCREASED7,0647,048+16+0%$577.5K$588.2K+$10.7K2026-10-20
Cooke Wealth Management, LLC
INCREASED6,8926,829+63+1%$559.6K$572.2K+$12.7K2026-10-13
Evergreen Capital Management LLC
UNCHANGED6,8726,87200%$563.1K$570.6K+$7.5K2026-10-23
New Dimensions Wealth Management, LLC
UNCHANGED6,8606,86000%$562.1K$569.6K+$7.5K2026-11-02
MBE Wealth Management, LLC
INCREASED6,8296,558+271+4%$537.3K$567.0K+$29.7K2026-10-26
Badgley Phelps Wealth Managers, LLC
UNCHANGED6,8126,81200%$558.2K$565.6K+$7.4K2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED6,7755,489+1,286+23%$449.8K$562.6K+$112.8K2026-10-26
Aspect Partners, LLC
UNCHANGED6,7306,73000%$551.5K$558.8K+$7.3K2026-10-20
Sharkey, Howes & Javer
UNCHANGED6,7066,70600%$549.5K$556.8K+$7.3K2026-10-22
Financial Insights, Inc.
UNCHANGED6,6316,63100%$543.3K$550.6K+$7.2K2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED6,6066,60600%$541.3K$548.5K+$7.2K2026-10-16
Flywheel Private Wealth LLC
NEW6,580—+6,580——$546.3K—2026-11-02
Foster Dykema Cabot & Partners, LLC
DECREASED6,5237,430-907-12%$608.8K$541.6K-$67.2K2026-10-30
TPG Financial Advisors, LLC
DECREASED6,5227,099-577-8%$581.7K$541.5K-$40.2K2026-11-09
Penobscot Wealth Management
UNCHANGED6,5196,51900%$534.2K$541.3K+$7.1K2026-10-21
Brookstone Capital Management
INCREASED6,4265,606+820+15%$459.4K$533.6K+$74.2K2026-10-22
Accredited Investors Inc.
DECREASED6,3886,481-93-1%$531.1K$530.4K-$6622026-11-03
Plante Moran Financial Advisors, LLC
INCREASED6,3633,672+2,691+73%$300.9K$528.4K+$227.4K2026-11-04
Acorn Financial Advisory Services Inc
UNCHANGED6,3086,30800%$516.9K$523.8K+$6.9K2026-11-02
Lowe Brockenbrough & Co Inc
DECREASED6,2778,736-2,459-28%$715.8K$521.2K-$194.6K2026-11-09
Grey Ledge Advisors, LLC
UNCHANGED6,1536,15300%$504.2K$510.9K+$6.7K2026-11-02
Norden Group LLC
INCREASED6,1406,126+14+0%$501.9K$509.8K+$7.9K2026-10-20
Kohmann Bosshard Financial Services, LLC
UNCHANGED6,0976,09700%$499.6K$506.2K+$6.6K2026-11-04
Five Oceans Advisors
DECREASED6,08220,444-14,362-70%$1.7M$505.0K-$1.2M2026-10-22
Washington Trust Bank
UNCHANGED6,0136,01300%$492.7K$499.3K+$6.6K2026-11-03
Lee Financial Co
DECREASED5,96910,468-4,499-43%$857.7K$495.6K-$362.2K2026-10-16
Busey Bank
DECREASED5,9395,989-50-1%$490.7K$493.1K+$2.4K2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED5,9295,917+12+0%$484.8K$492.3K+$7.4K2026-11-05
Regions Financial Corp
INCREASED5,8903,485+2,405+69%$285.6K$489.0K+$203.5K2026-11-05
Orrstown Financial Services Inc
UNCHANGED5,8815,88100%$481.9K$488.3K+$6.4K2026-10-14
Essential Investment Partners LLC
UNCHANGED5,8435,84300%$478.8K$485.2K+$6.4K2026-10-27
Ridgewood Investments LLC
INCREASED5,8195,814+5+0%$476.4K$483.1K+$6.8K2026-10-05
Lionshead Wealth Management, LLC
DECREASED5,7675,834-67-1%$478.0K$478.8K+$7962026-10-21
McCarley & Cook Financial Planners
DECREASED5,7395,822-83-1%$477.1K$476.5K-$5462026-10-21
Towercrest Capital Management
UNCHANGED5,7215,72100%$468.8K$475.0K+$6.2K2026-10-23
Alliance Wealth Management Group
UNCHANGED5,7215,72100%$468.8K$475.0K+$6.2K2026-10-29
Sagespring Wealth Partners, LLC
DECREASED5,6815,718-37-1%$468.5K$471.7K+$3.2K2026-10-22
Ferguson Wellman Capital Management, Inc
UNCHANGED5,6425,64200%$462.3K$468.5K+$6.2K2026-10-05
Baker Ellis Asset Management LLC
UNCHANGED5,5875,58700%$457.8K$463.9K+$6.1K2026-10-14
Forvis Mazars Wealth Advisors, LLC
UNCHANGED5,5385,53800%$453.8K$459.8K+$6.0K2026-10-13
Wealth Advisors Northwest LLC
INCREASED5,5285,515+13+0%$451.9K$459.0K+$7.1K2026-10-29
Rebalance, LLC
INCREASED5,5215,508+13+0%$451.3K$458.4K+$7.1K2026-10-22
Essential Planning, Llc.
UNCHANGED5,3885,38800%$441.5K$447.4K+$5.9K2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED5,3425,329+13+0%$436.7K$443.6K+$6.9K2026-10-29
Legacy Financial Advisors, Inc.
UNCHANGED5,3045,30400%$434.6K$440.4K+$5.8K2026-11-09
Jnba Financial Advisors
NEW5,224—+5,224——$433.7K—2026-11-03
Paladin Wealth, LLC
UNCHANGED5,1945,19400%$425.6K$431.3K+$5.7K2026-10-23
Compton Wealth Advisory Group, LLC
UNCHANGED5,1655,16500%$422.2K$430.0K+$7.8K2026-10-13
NTV Asset Management LLC
UNCHANGED5,1155,11500%$419.1K$424.7K+$5.6K2026-10-23
Main Street Group, LTD
UNCHANGED5,0945,09400%$417.4K$423.0K+$5.6K2026-10-28
Gradient Capital Advisors, LLC
DECREASED5,0705,353-283-5%$438.6K$421.0K-$17.6K2026-10-21
Verus Financial Partners, Inc.
INCREASED5,0155,011+4+0%$410.6K$416.4K+$5.8K2026-10-29
First National Trust Co
UNCHANGED5,0005,00000%$409.7K$415.2K+$5.5K2026-10-28
Integrity Investment Advisors, LLC
UNCHANGED4,9894,98900%$408.8K$414.2K+$5.4K2026-11-03
Daytona Street Capital LLC
UNCHANGED4,9334,93300%$407.2K$416.3K+$9.1K2026-10-15
Creative Financial Designs Inc
INCREASED4,8584,847+11+0%$397.1K$403.4K+$6.2K2026-11-04
Global Wealth Strategies & Associates
NEW4,744—+4,744——$393.9K—2026-10-02
DSG Capital Advisors, LLC
UNCHANGED4,7274,72700%$388.6K$392.5K+$3.9K2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED4,6904,69000%$384.3K$389.4K+$5.1K2026-10-15
Tanager Wealth Management LLP
DECREASED4,6884,902-214-4%$401.6K$389.3K-$12.4K2026-10-19
Versant Capital Management, Inc
INCREASED4,6534,643+10+0%$380.5K$386.3K+$5.9K2026-10-02
Weatherly Asset Management L. P.
UNCHANGED4,6434,64300%$380.4K$385.5K+$5.1K2026-10-20
Reyes Financial Architecture, Inc.
UNCHANGED4,6124,61200%$377.9K$382.9K+$5.0K2026-10-22
180 Wealth Advisors, LLC
DECREASED4,5944,634-40-1%$379.7K$381.4K+$1.7K2026-11-03
Wingate Wealth Advisors, Inc.
INCREASED4,5794,568+11+0%$374.3K$380.2K+$5.9K2026-10-26
Integrity Wealth Partners, LLC
NEW4,573—+4,573——$379.7K—2026-10-14
Caldwell Trust Co
UNCHANGED4,4534,45300%$364.9K$369.7K+$4.9K2026-10-30
MBL Wealth, LLC
UNCHANGED4,4364,43600%$363.5K$368.3K+$4.8K2026-10-22
Aerodigm Wealth, LLC
DECREASED4,3865,203-817-16%$426.3K$364.2K-$62.2K2026-10-16
Prospera Capital Management, LLC
UNCHANGED4,3364,33600%$356.8K$360.0K+$3.2K2026-10-19
Wilmington Savings Fund Society, FSB
DECREASED4,2914,531-240-5%$371.3K$356.3K-$15.0K2026-10-23
Tableaux LLC
UNCHANGED4,2894,28900%$351.5K$356.1K+$4.7K2026-10-23
Opulen Financial Group LLC
INCREASED4,2613,266+995+30%$267.6K$353.8K+$86.2K2026-10-22
Fisher Asset Management, LLC
NEW4,217—+4,217——$350.2K—2026-11-06
Pacific Asset Management, LLC
DECREASED4,2165,009-793-16%$410.4K$350.1K-$60.4K2026-10-15
AlTi Global, Inc.
UNCHANGED4,1984,19800%$344.0K$348.6K+$4.6K2026-11-09
Motco
UNCHANGED4,1844,18400%$342.8K$347.4K+$4.6K2026-11-09
Clifford Swan Investment Counsel LLC
UNCHANGED4,1424,14200%$339.4K$343.9K+$4.5K2026-11-05
Bryant Woods Investment Advisors, LLC
NEW4,137—+4,137——$343.5K—2026-10-26
Capstone Capital LLC
UNCHANGED4,1334,13300%$338.7K$343.2K+$4.5K2026-10-14
Stirlingshire Investments, Inc.
DECREASED4,1267,691-3,565-46%$630.2K$342.6K-$287.7K2026-11-05
Allstreet Capital Advisors LLC
INCREASED4,1153,740+375+10%$306.4K$341.6K+$35.2K2026-11-04
Meridian Wealth Partners, LLC
UNCHANGED4,1094,10900%$336.7K$341.2K+$4.5K2026-11-09
Krilogy Financial LLC
INCREASED4,0993,593+506+14%$294.4K$347.1K+$52.7K2026-10-13
Corundum Group, Inc.
UNCHANGED4,0544,05400%$332.2K$336.6K+$4.4K2026-10-28
Redwood Park Advisors LLC
DECREASED3,9914,226-235-6%$346.3K$331.4K-$14.9K2026-11-02
Capital Square, LLC
UNCHANGED3,9723,97200%$327.9K$329.8K+$1.9K2026-10-19
Northern Financial Advisors Inc
INCREASED3,9363,932+4+0%$322.2K$326.8K+$4.6K2026-10-29
Ballast Financial Advisors LLC
UNCHANGED3,9243,92400%$321.5K$325.8K+$4.3K2026-10-26
UMB Bank, n.a.
UNCHANGED3,9213,92100%$321.3K$325.6K+$4.3K2026-11-06
Demming Financial Services Corp
DECREASED3,9105,592-1,682-30%$458.2K$324.7K-$133.5K2026-11-09
Elevation Wealth Partners, LLC
DECREASED3,8653,881-160%$318.0K$320.9K+$2.9K2026-10-07
Advisor OS, LLC
INCREASED3,8393,830+9+0%$313.8K$318.7K+$4.9K2026-11-03
Angeles Wealth Management, LLC
UNCHANGED3,8293,82900%$313.7K$317.9K+$4.2K2026-10-26
HWG Holdings LP
UNCHANGED3,8193,81900%$312.9K$317.1K+$4.2K2026-10-08
True North Advisors, LLC
DECREASED3,7774,024-247-6%$329.7K$313.6K-$16.1K2026-10-22
Robinswood Financial LLC
INCREASED3,7543,752+2+0%$307.5K$313.0K+$5.5K2026-10-20
Atria Investments, Inc
NEW3,697—+3,697——$307.0K—2026-10-15
Sageworth Trust Co of South Dakota
UNCHANGED3,6503,65000%$299.1K$303.1K+$4.0K2026-10-30
Strathmore Capital Advisors, Inc.
INCREASED3,6053,601+4+0%$294.6K$288.7K-$5.9K2026-11-09
Grandfield & Dodd, LLC
UNCHANGED3,5993,59900%$295.0K$298.9K+$3.9K2026-10-29
McGlone Suttner Wealth Management, Inc.
UNCHANGED3,5023,50200%$286.9K$290.8K+$3.8K2026-10-13
Client 1ST Advisory Group, LLC
UNCHANGED3,4763,47600%$284.8K$288.6K+$3.8K2026-10-19
Olistico Wealth, LLC
DECREASED3,4513,474-23-1%$284.6K$286.5K+$1.9K2026-10-05
One Day In July LLC
UNCHANGED3,3903,39000%$277.8K$281.5K+$3.7K2026-10-30
Rossby Financial, LCC
DECREASED3,3473,394-47-1%$278.1K$277.9K-$2032026-11-05
Hantz Financial Services, Inc.
UNCHANGED3,3153,31500%$272.0K$275.0K+$3.0K2026-11-09
Great Valley Advisor Group, Inc.
DECREASED3,2855,517-2,232-40%$452.1K$272.8K-$179.3K2026-11-09
Aspirean Wealth, LLC
DECREASED3,2853,433-148-4%$281.3K$272.8K-$8.5K2026-11-03
Bessemer Group Inc
NEW3,260—+3,260——$271.0K—2026-11-09
Drive Wealth Management, LLC
DECREASED3,2373,773-536-14%$309.1K$268.8K-$40.3K2026-11-09
Sage Rhino Capital LLC
UNCHANGED3,2273,22700%$264.4K$267.9K+$3.5K2026-10-28
Oppenheimer & Co Inc
UNCHANGED3,1763,17600%$260.2K$263.7K+$3.5K2026-10-26
Matauro, LLC
INCREASED3,1173,109+8+0%$254.8K$258.8K+$4.0K2026-11-03
Bull Oak Capital, LLC
UNCHANGED3,0793,07900%$252.3K$255.6K+$3.4K2026-10-23
Jm2 Capital Inc.
DECREASED3,0223,027-50%$248.0K$250.9K+$2.9K2026-10-14
Trust Point Inc.
UNCHANGED2,9902,99000%$245.0K$248.3K+$3.3K2026-10-27
Brindle & Bay Financial Advisors, LLC
DECREASED2,9842,987-30%$244.8K$247.8K+$3.0K2026-10-15
E6 Portfolios, LLC
DECREASED2,9833,195-212-7%$261.8K$247.7K-$14.1K2026-10-26
AlphaStar Capital Management, LLC
UNCHANGED2,9712,97100%$243.4K$246.7K+$3.2K2026-10-16
AlphaCore Capital LLC
UNCHANGED2,9432,94300%$241.1K$244.4K+$3.2K2026-11-04
Accel Wealth Management
UNCHANGED2,9392,93900%$240.8K$244.0K+$3.2K2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED2,9292,92900%$240.0K$243.2K+$3.2K2026-10-13
NBT Bank, N.A.
INCREASED2,9082,907+1+0%$238.2K$241.5K+$3.3K2026-10-21
City State Bank
UNCHANGED2,8832,88300%$236.2K$239.4K+$3.1K2026-10-20
Cutler Investment Counsel LLC
UNCHANGED2,8712,87100%$235.3K$238.4K+$3.1K2026-10-28
BNC Wealth Management, LLC
UNCHANGED2,8652,86500%$234.8K$237.9K+$3.1K2026-10-19
Morton Capital Management LLC
UNCHANGED2,8482,84800%$233.4K$236.5K+$3.1K2026-10-23
Aspiriant, LLC
DECREASED2,7974,078-1,281-31%$334.2K$232.2K-$101.9K2026-10-16
PKS Advisory Services, LLC
UNCHANGED2,7912,79100%$228.7K$228.7K$02026-10-26
Winnacle Wealth LLC
DECREASED2,7795,146-2,367-46%$421.6K$230.8K-$190.9K2026-10-15
Bailard, Inc.
UNCHANGED2,7162,71600%$222.5K$225.5K+$3.0K2026-10-13
First National Bank Sioux Falls
NEW2,713—+2,713——$204.8K—2026-10-13
CWC Advisors, Llc.
UNCHANGED2,6932,69300%$220.7K$223.6K+$2.9K2026-10-15
Perennial Advisors, LLC
UNCHANGED2,6782,67800%$219.4K$222.4K+$2.9K2026-10-13
Advisors Management Group Inc
DECREASED2,6683,278-610-19%$268.0K$221.0K-$47.0K2026-11-05
Private Trust Co NA
UNCHANGED2,6452,64500%$216.7K$219.6K+$2.9K2026-10-20
Strategy Asset Managers LLC
UNCHANGED2,6312,63100%$215.6K$218.5K+$2.9K2026-10-14
Spinnaker Investment Group, LLC
DECREASED2,6273,805-1,178-31%$311.8K$218.1K-$93.7K2026-10-13
First Security Investment Management, Inc.
NEW2,620—+2,620——$217.5K—2026-11-05
Hutchens & Kramer Investment Management Group, LLC
DECREASED2,6152,848-233-8%$233.4K$217.1K-$16.2K2026-10-16
Lantern Wealth Advisors, LLC
NEW2,592—+2,592——$215.2K—2026-10-22
DeLarme Wealth Management, Inc.
UNCHANGED2,5762,57600%$211.1K$213.9K+$2.8K2026-10-30
First Heartland Consultants, Inc.
NEW2,538—+2,538——$210.7K—2026-10-08
Emprise Bank
INCREASED2,5092,465+44+2%$202.0K$208.3K+$6.3K2026-10-07
Focused Wealth Management, Inc
INCREASED2,5072,501+6+0%$204.9K$208.1K+$3.2K2026-10-30
West Wealth Group, LLC
INCREASED2,5072,506+1+0%$205.4K$208.1K+$2.8K2026-10-14
High Probability Advisors, LLC
UNCHANGED2,5012,50100%$204.9K$207.6K+$2.7K2026-10-19
Highland Capital Management, LLC
UNCHANGED2,5002,50000%$204.9K$207.6K+$2.7K2026-10-26
Prosperity Advisers, LLC
UNCHANGED2,4742,47400%$202.7K$205.5K+$2.7K2026-10-28
Acropolis Investment Management, LLC
UNCHANGED2,4502,45000%$200.8K$203.4K+$2.7K2026-10-08
Lynch & Associates
DECREASED2,4402,650-210-8%$217.1K$202.6K-$14.5K2026-10-13
Centurion Wealth Management LLC
NEW2,436—+2,436——$202.3K—2026-10-13
Fiduciary Advisors, Inc.
INCREASED2,1591,620+539+33%$132.7K$179.3K+$46.5K2026-10-16
Hilltop National Bank
UNCHANGED2,1542,15400%$176.5K$178.8K+$2.3K2026-10-14
Oakworth Capital, Inc.
UNCHANGED2,0782,07800%$170.2K$172.5K+$2.3K2026-10-26
IAG Wealth Partners, LLC
UNCHANGED1,8801,88000%$154.0K$156.1K+$2.0K2026-11-06
Atmos Advisory, LLC
INCREASED1,8571,852+5+0%$151.8K$154.2K+$2.4K2026-10-06
Abound Wealth Management
UNCHANGED1,7301,73000%$141.8K$143.6K+$1.9K2026-10-26
Farmers & Merchants Investments Inc
NEW1,720—+1,720——$142.8K—2026-10-22
SYM Financial Corp
UNCHANGED1,6251,62500%$133.2K$134.9K+$1.8K2026-10-26
Dhjj Financial Advisors, Ltd.
INCREASED1,5901,586+4+0%$129.9K$132.0K+$2.0K2026-10-23
Kings Path Partners LLC
DECREASED1,5561,972-416-21%$161.6K$129.2K-$32.4K2026-10-21
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,5351,53500%$125.7K$127.4K+$1.7K2026-10-28
Walsh & Associates, LLC
UNCHANGED1,5101,51000%$123.7K$125.4K+$1.6K2026-11-09
S.A. Mason LLC
UNCHANGED1,4911,49100%$122.2K$123.8K+$1.6K2026-10-13
TFC Financial Management, Inc.
INCREASED1,3211,318+3+0%$108.0K$109.7K+$1.7K2026-10-26
DecisionPoint Financial, LLC
INCREASED1,2381,155+83+7%$94.4K$103.1K+$8.6K2026-10-27
Trust Co
NEW1,182—+1,182——$98.1K—2026-10-09
Russell Investments Group, Ltd.
DECREASED1,1182,296-1,178-51%$188.1K$92.8K-$95.3K2026-11-06
Gleason Group, Inc.
INCREASED834832+2+0%$68.2K$69.3K+$1.1K2026-10-15
Birchwood Financial Partners, Inc.
DECREASED755863-108-13%$70.7K$62.7K-$8.1K2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED73973900%$60.6K$61.4K+$8052026-11-03
Fairscale Capital, LLC
UNCHANGED72572500%$59.4K$59.8K+$3552026-11-04
Capital Investment Advisory Services, LLC
DECREASED549594-45-8%$48.7K$45.6K-$3.1K2026-10-30
Barrett & Company, Inc.
UNCHANGED53653600%$43.9K$44.5K+$5842026-10-22
Transce3nd, LLC
DECREASED467532-65-12%$43.9K$39.3K-$4.6K2026-10-26
Citigroup Inc
NEW416—+416——$34.5K—2026-11-04
NorthAvenue LLC
UNCHANGED40940900%$33.5K$34.0K+$4462026-10-29
Evolution Wealth Management Inc.
UNCHANGED33633600%$27.5K$27.9K+$3662026-10-28
Trust Co of Vermont
UNCHANGED22722700%$18.6K$18.8K+$2482026-10-21
Navigoe, LLC
UNCHANGED22722700%$18$18$02026-11-04
Winch Advisory Services, LLC
INCREASED226225+1+0%$18.4K$18.7K+$2892026-11-06
Buck Wealth Strategies, LLC
UNCHANGED18918900%$15.5K$15.7K+$2422026-10-28
N.E.W. Advisory Services LLC
UNCHANGED14514500%$11.9K$12.0K+$1582026-11-09
RHL Group, LLC
INCREASED106102+4+4%$8.4K$8.8K+$4522026-11-04
Bfsg, LLC
UNCHANGED656500%$5.3K$5.4K+$702026-10-30
BankChampaign, National Association
UNCHANGED383800%$3.1K$3.2K+$412026-10-19
Quent Capital, LLC
UNCHANGED383800%$3.1K$3.1K-$702026-11-09
New England Capital Financial Advisors LLC
DECREASED34177-143-81%$14.5K$2.8K-$11.7K2026-11-03
Global Trust Asset Management, LLC
UNCHANGED202000%$1.6K$1.7K+$222026-10-19
LJI Wealth Management, LLC
CLOSED022,369-22,369-100%$1.8M$0-$1.8M2026-10-28
Wesbanco Bank Inc
CLOSED017,312-17,312-100%$1.4M$0-$1.4M2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED05,673-5,673-100%$464.8K$0-$464.8K2026-10-27
CoreCap Advisors, LLC
CLOSED05,301-5,301-100%$434.4K$0-$434.4K2026-10-08
Ascent Group, LLC
CLOSED03,667-3,667-100%$300.5K$0-$300.5K2026-10-30
VCI Wealth Management LLC
CLOSED02,805-2,805-100%$229.8K$0-$229.8K2026-10-29
Gill Capital Partners, LLC
CLOSED02,567-2,567-100%$210.4K$0-$210.4K2026-10-13
Strategic Wealth Advisors LLC
CLOSED02,257-2,257-100%$167$0-$1672026-11-06
MCF Advisors LLC
CLOSED01,703-1,703-100%$139.5K$0-$139.5K2026-10-28
Merrithew & Thorsten Inc
CLOSED01,387-1,387-100%$113.0K$0-$113.0K2026-11-06
First Community Trust NA
CLOSED01,103-1,103-100%$90.4K$0-$90.4K2026-10-07
Cornerstone Planning Group LLC
CLOSED01,045-1,045-100%$85.4K$0-$85.4K2026-10-16
Atlatl Advisers LLC
CLOSED0872-872-100%$71.5K$0-$71.5K2026-10-22
Prudential Financial Inc
N/A—39,752,037-39,752,037-100%$3.3B———
Focus Partners Wealth
N/A—9,443,034-9,443,034-100%$773.8M———
Mercer Global Advisors Inc
N/A—3,929,304-3,929,304-100%$322.0M———
Focus Partners Advisor Solutions, LLC
N/A—2,699,030-2,699,030-100%$221.2M———
Zhang Financial LLC
N/A—2,660,097-2,660,097-100%$218.0M———
Mariner, LLC
N/A—2,618,024-2,618,024-100%$214.5M———
Smartleaf Asset Management LLC
N/A—1,865,705-1,865,705-100%$151.6M———
Bank of America Corp
N/A—1,771,769-1,771,769-100%$145.2M———
Raymond James Financial Inc
N/A—1,706,447-1,706,447-100%$139.8M———
Envestnet Asset Management Inc
N/A—1,429,525-1,429,525-100%$117.1M———
Royal Bank of Canada
N/A—1,397,315-1,397,315-100%$114.5M———
Sequoia Financial Advisors, LLC
N/A—1,269,391-1,269,391-100%$104.0M———
Captrust Financial Advisors
N/A—922,805-922,805-100%$75.6M———
Tencap Wealth Coaching, LLC
N/A—843,306-843,306-100%$69.2M———
JPMorgan Chase & Co
N/A—834,751-834,751-100%$67.8M———
Beacon Pointe Advisors, LLC
N/A—781,601-781,601-100%$64.0M———
Cerity Partners LLC
N/A—718,664-718,664-100%$58.9M———
Arax Advisory Partners
N/A—703,277-703,277-100%$57.6M———
Cetera Investment Advisers
N/A—703,089-703,089-100%$57.6M———
Everest Private Wealth
N/A—686,579-686,579-100%$56.3M———
Equitable Holdings, Inc.
N/A—632,306-632,306-100%$51.8M———
Private Advisor Group, LLC
N/A—612,696-612,696-100%$50.2M———
Pine Harbor Wealth Management, LLC
N/A—579,315-579,315-100%$47.5M———
HighTower Advisors, LLC
N/A—575,408-575,408-100%$47.1M———
Parkwoods Wealth Partners, LLC
N/A—539,447-539,447-100%$44.2M———
MML Investors Services, LLC
N/A—536,208-536,208-100%$43.9M———
Graver Capital Management, LLC
N/A—517,252-517,252-100%$42.4M———
Jackson Thornton Wealth Management, LLC
N/A—492,705-492,705-100%$40.4M———
Mason & Associates Inc
N/A—481,535-481,535-100%$39.5M———
AQR Capital Management LLC
N/A—466,528-466,528-100%$38.2M———
KM Capital Management Ltd.
N/A—443,216-443,216-100%$36.3M———
Premier Financial Group
N/A—378,242-378,242-100%$31.0M———
One Capital Management, LLC
N/A—354,994-354,994-100%$25.2M———
OneDigital Investment Advisors LLC
N/A—340,267-340,267-100%$27.9M———
Quantinno Capital Management LP
N/A—328,224-328,224-100%$26.9M———
KEB Asset Management, LLC
N/A—320,184-320,184-100%$26.2M———
Sterling Wealth Advisors Inc
N/A—316,052-316,052-100%$25.9M———
Optimus Capital Advisors, LLC
N/A—310,495-310,495-100%$25.4M———
Morgan Stanley
N/A—306,785-306,785-100%$25.1M———
Claris Advisors, LLC / MO /
N/A—300,617-300,617-100%$24.6M———
Osaic Holdings, Inc.
N/A—297,838-297,838-100%$24.4M———
CarsonAllaria Wealth Management, Ltd.
N/A—283,672-283,672-100%$23.2M———
Jones Financial Companies Lllp
N/A—264,867-264,867-100%$21.2M———
Ruedi Wealth Management, Inc.
N/A—262,879-262,879-100%$21.5M———
Strategic Investment Solutions, Inc.
N/A—239,793-239,793-100%$19.6M———
Stratos Wealth Partners, Ltd.
N/A—230,591-230,591-100%$18.9M———
UBS Group AG
N/A—223,473-223,473-100%$18.3M———
Investment Advisory Group, LLC
N/A—211,439-211,439-100%$17.3M———
Aptus Capital Advisors, LLC
N/A—210,096-210,096-100%$17.2M———
Stifel Financial Corp
N/A—207,764-207,764-100%$17.0M———
Betterment LLC
N/A—204,580-204,580-100%$16.8M———
Professional Financial Solutions LLC
N/A—201,254-201,254-100%$16.5M———
American Investment Services, Inc.
N/A—181,888-181,888-100%$14.9M———
Atlantic Union Bankshares Corp
N/A—174,178-174,178-100%$14.3M———
V2 Financial group LLC
N/A—173,035-173,035-100%$14.2M———
Wealthspire Advisors, LLC
N/A—172,881-172,881-100%$14.2M———
Rehmann Capital Advisory Group
N/A—155,554-155,554-100%$12.7M———
Savvy Advisors, Inc.
N/A—153,965-153,965-100%$12.6M———
Envision Financial Planning, LLC
N/A—153,699-153,699-100%$12.6M———
Cornerstone Financial Group, LLC
N/A—148,587-148,587-100%$12.2M———
Broadhurst Jeffrey B
N/A—138,160-138,160-100%$11.3M———
Team Hewins, LLC
N/A—134,100-134,100-100%$11.0M———
Topsail Wealth Management, LLC
N/A—128,052-128,052-100%$10.5M———
VSM Wealth Advisory, LLC
N/A—123,681-123,681-100%$10.1M———
Seneschal Advisors, LLC
N/A—118,371-118,371-100%$9.7M———
Financial Engines Advisors L.L.C.
N/A—117,068-117,068-100%$9.6M———
Northwestern Mutual Wealth Management Co
N/A—114,492-114,492-100%$9.4M———
FMB Wealth Management
N/A—110,953-110,953-100%$9.1M———
Capstone Wealth Management, Inc.
N/A—106,355-106,355-100%$8.7M———
CVA Family Office, LLC
N/A—103,048-103,048-100%$8.4M———
FMR LLC
N/A—100,128-100,128-100%$8.2M———
Bluespring Wealth Management, LLC
N/A—97,382-97,382-100%$8.0M———
Pathstone Holdings, LLC
N/A—87,224-87,224-100%$7.1M———
Elm Partners Management LLC
N/A—85,046-85,046-100%$7.0M———
United Capital Financial Advisors, LLC
N/A—80,910-80,910-100%$6.6M———
Dopkins Wealth Management, LLC
N/A—77,538-77,538-100%$6.4M———
Bridgewater Advisors Inc.
N/A—76,767-76,767-100%$6.4M———
Vantage Point Financial LLC
N/A—76,349-76,349-100%$6.3M———
Oakmont Advisory Group, LLC
N/A—74,146-74,146-100%$6.1M———
Waverly Advisors, LLC
N/A—69,930-69,930-100%$5.7M———
Advisory Services Network, LLC
N/A—66,062-66,062-100%$5.4M———
NewEdge Advisors, LLC
N/A—65,694-65,694-100%$5.4M———
Brown Advisory Inc
N/A—65,440-65,440-100%$5.4M———
Capital Investment Management, Inc.
N/A—64,992-64,992-100%$5.3M———
O'shaughnessy Asset Management, LLC
N/A—60,806-60,806-100%$5.0M———
Beaird Harris Wealth Management, LLC
N/A—59,539-59,539-100%$4.9M———
Integrated Wealth Concepts LLC
N/A—59,230-59,230-100%$4.9M———
HTG Investment Advisors, Inc.
N/A—57,578-57,578-100%$4.7M———
Mpwm Advisory Solutions, LLC
N/A—55,190-55,190-100%$4.5M———
Sand Hill Global Advisors, LLC
N/A—54,731-54,731-100%$4.5M———
Fischer Investment Strategies, LLC
N/A—53,423-53,423-100%$4.4M———
Platform Wealth Management, LLC
N/A—51,470-51,470-100%$4.2M———
Ballentine Partners, LLC
N/A—50,530-50,530-100%$4.1M———
Berger Financial Group, Inc
N/A—48,728-48,728-100%$4.0M———
IHT Wealth Management, LLC
N/A—45,264-45,264-100%$3.7M———
Foundations Investment Advisors, LLC
N/A—44,118-44,118-100%$3.6M———
Baird Financial Group, Inc.
N/A—43,413-43,413-100%$3.6M———
Caerus Investment Advisors, LLC
N/A—42,869-42,869-100%$3.5M———
Red Door Wealth Management, LLC
N/A—42,103-42,103-100%$3.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—41,458-41,458-100%$3.4M———
Moneta Group Investment Advisors LLC
N/A—40,882-40,882-100%$3.3M———
Northern Trust Corp
N/A—40,149-40,149-100%$3.3M———
Curio Wealth, LLC
N/A—40,002-40,002-100%$3.3M———
Cresset Asset Management, LLC
N/A—39,974-39,974-100%$3.3M———
EP Wealth Advisors, LLC
N/A—39,931-39,931-100%$3.3M———
LRI Investments, LLC
N/A—39,851-39,851-100%$3.3M———
Sanctuary Advisors, LLC
N/A—38,232-38,232-100%$3.1M———
Applied Capital LLC
N/A—38,025-38,025-100%$3.1M———
&partners
N/A—34,649-34,649-100%$2.8M———
Rockefeller Capital Management L.P.
N/A—31,638-31,638-100%$2.6M———
Pinnacle Financial Partners, Inc.
N/A—31,247-31,247-100%$2.6M———
Allium Financial Advisors, LLC
N/A—31,246-31,246-100%$2.6M———
FFT Wealth Management LLC
N/A—31,232-31,232-100%$2.6M———
Brown Brothers Harriman & Co
N/A—29,864-29,864-100%$2.4M———
E-Wealth Partners, LLC
N/A—29,550-29,550-100%$2.4M———
MAI Capital Management
N/A—29,466-29,466-100%$2.4M———
Fort Point Capital Partners LLC
N/A—26,625-26,625-100%$2.2M———
FAS Wealth Partners, Inc.
N/A—25,278-25,278-100%$2.1M———
JT Stratford LLC
N/A—25,040-25,040-100%$2.1M———
AE Wealth Management LLC
N/A—24,247-24,247-100%$2.0M———
Truepoint, Inc.
N/A—23,408-23,408-100%$1.9M———
Huntington National Bank
N/A—23,224-23,224-100%$1.9M———
WNY Asset Management, LLC
N/A—22,820-22,820-100%$1.9M———
Wick Capital Partners, LLC
N/A—21,979-21,979-100%$1.8M———
Renaissance Technologies LLC
N/A—20,000-20,000-100%$1.6M———
Peapack Gladstone Financial Corp
N/A—19,657-19,657-100%$1.6M———
Mosaic Family Wealth Partners, LLC
N/A—18,549-18,549-100%$1.5M———
HRT Financial LP
N/A—18,167-18,167-100%$1.5M———
Texas Yale Capital Corp.
N/A—16,575-16,575-100%$1.4M———
M&T Bank Corp
N/A—16,494-16,494-100%$1.4M———
Kovack Advisors, Inc.
N/A—16,370-16,370-100%$1.3M———
W1m Asset Management Ltd
N/A—15,741-15,741-100%$1.3M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—15,515-15,515-100%$1.3M———
Eldridge Investment Advisors, Inc.
N/A—15,478-15,478-100%$1.3M———
Financial Plan, Inc.
N/A—15,393-15,393-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—14,976-14,976-100%$1.2M———
Empowered Funds, LLC
N/A—14,692-14,692-100%$1.2M———
Nuveen, LLC
N/A—14,509-14,509-100%$1.2M———
Vigil Wealth Management, LLC
N/A—14,239-14,239-100%$1.2M———
Natixis Advisors, LLC
N/A—14,192-14,192-100%$1.2M———
WorthPointe, LLC
N/A—13,764-13,764-100%$1.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—13,667-13,667-100%$1.1M———
Measured Wealth Private Client Group, LLC
N/A—13,456-13,456-100%$1.1M———
Forum Private Client Group LLC
N/A—13,418-13,418-100%$1.1M———
Prestige Wealth Management Group LLC
N/A—13,224-13,224-100%$1.1M———
Calydon Capital
N/A—13,162-13,162-100%$1.1M———
Wells Fargo & Company
N/A—12,881-12,881-100%$1.1M———
WPWealth LLP
N/A—12,835-12,835-100%$1.1M———
Innovative Asset Advisors Group, LLC
N/A—12,823-12,823-100%$1.1M———
Pure Financial Advisors, LLC
N/A—12,517-12,517-100%$1.0M———
Hanover Advisors Inc
N/A—12,423-12,423-100%$1.0M———
Franklin Resources Inc
N/A—12,385-12,385-100%$1.0M———
NorthRock Partners, LLC
N/A—12,343-12,343-100%$1.0M———
Wealthspan Partners, LLC
N/A—12,104-12,104-100%$991.8K———
Madison Wealth Partners, Inc
N/A—12,057-12,057-100%$987.9K———
Gambit Capital Management, LLC
N/A—11,860-11,860-100%$971.8K———
Safeguard Investment Advisory Group, LLC
N/A—11,797-11,797-100%$966.6K———
McCartney Wealth Management LLC
N/A—11,790-11,790-100%$966.1K———
Ameriprise Financial Inc
N/A—11,684-11,684-100%$957.4K———
Curi Capital, LLC
N/A—11,594-11,594-100%$950.0K———
Commerce Bank
N/A—11,564-11,564-100%$947.6K———
World Investment Advisors
N/A—11,366-11,366-100%$815.3K———
BlackRock, Inc.
N/A—10,974-10,974-100%$899.2K———
Vistica Wealth Advisors, LLC
N/A—10,573-10,573-100%$866.4K———
Nalls Sherbakoff Group, LLC
N/A—10,264-10,264-100%$841.1K———
Whittier Trust Co of Nevada Inc
N/A—10,263-10,263-100%$839.3K———
Sfmg, LLC
N/A—10,091-10,091-100%$826.8K———
Vance Wealth, LLC
N/A—10,084-10,084-100%$826.3K———
Essex Financial Services, Inc.
N/A—9,977-9,977-100%$817.5K———
Geometric Wealth Advisors
N/A—9,885-9,885-100%$810.0K———
Stephens Inc
N/A—9,608-9,608-100%$787.3K———
Brogan Financial, Inc.
N/A—9,596-9,596-100%$786.3K———
Sound View Wealth Advisors Group, LLC
N/A—9,565-9,565-100%$783.8K———
Stratos Investment Management, LLC
N/A—9,498-9,498-100%$778.3K———
Cambria Investment Management, L.P.
N/A—9,387-9,387-100%$769.2K———
Traction Financial Partners, LLC
N/A—9,314-9,314-100%$763.2K———
Aegis Wealth Management LLC
N/A—9,286-9,286-100%$760.9K———
Empower Advisory Group, LLC
N/A—8,887-8,887-100%$728.2K———
Composition Wealth, LLC
N/A—8,832-8,832-100%$723.7K———
D. E. Shaw & Co., Inc.
N/A—8,619-8,619-100%$706.2K———
Janney Montgomery Scott LLC
N/A—8,579-8,579-100%$703.0K———
Centric Wealth Management
N/A—8,402-8,402-100%$657.2K———
Jane Street Group, LLC
N/A—8,397-8,397-100%$688.1K———
SEI Investments Co
N/A—8,351-8,351-100%$684.3K———
Great OAK Capital Partners, LLC
N/A—8,321-8,321-100%$681.4K———
Steward Partners Investment Advisory, LLC
N/A—8,285-8,285-100%$678.9K———
Two Sigma Investments, LP
N/A—8,100-8,100-100%$663.7K———
Tailwinds Wealth, LLC
N/A—8,019-8,019-100%$657.1K———
Arkadios Wealth Advisors
N/A—7,627-7,627-100%$625.0K———
Nicolet Bankshares Inc
N/A—7,400-7,400-100%$606.4K———
Cloud Capital Management, LLC
N/A—7,394-7,394-100%$593———
QRG Capital Management, Inc.
N/A—7,388-7,388-100%$605.4K———
Cladis Investment Advisory, LLC
N/A—7,167-7,167-100%$587.3K———
PCG Wealth Advisors, LLC
N/A—7,154-7,154-100%$586.2K———
Becker Capital Management Inc
N/A—7,049-7,049-100%$577.6K———
Bridge Generations Wealth Management LLC
N/A—7,013-7,013-100%$574.6K———
Integrity Wealth Solutions LLC
N/A—6,966-6,966-100%$570.8K———
Advisory Alpha, LLC
N/A—6,928-6,928-100%$567.7K———
CreativeOne Wealth, LLC
N/A—6,801-6,801-100%$557.2K———
Birchcreek Wealth Management, LLC
N/A—6,726-6,726-100%$551.1K———
Baron Silver Stevens Financial Advisors, LLC
N/A—6,684-6,684-100%$547.7K———
First Western Trust Bank
N/A—6,670-6,670-100%$546.5K———
Shared Vision Wealth Group LLC
N/A—6,633-6,633-100%$543.5K———
Drucker Wealth 3.0, LLC
N/A—6,631-6,631-100%$543.3K———
Faithward Advisors, LLC
N/A—6,583-6,583-100%$539.4K———
Westmount Partners, LLC
N/A—6,536-6,536-100%$535.6K———
Glassman Wealth Services
N/A—6,163-6,163-100%$505.0K———
Advyzon Investment Management, LLC
N/A—6,023-6,023-100%$493.5K———
Global Retirement Partners, LLC
N/A—5,997-5,997-100%$491.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,924-5,924-100%$485.4K———
Northeast Planning Associates, Inc. / NH /
N/A—5,901-5,901-100%$483.5K———
Mayflower Financial Advisors, LLC
N/A—5,891-5,891-100%$482.7K———
Mutual Advisors, LLC
N/A—5,867-5,867-100%$480.7K———
Vickerman Investment Advisors, Inc.
N/A—5,774-5,774-100%$473.1K———
Prosperity Bancshares Inc
N/A—5,736-5,736-100%$470.0K———
Apriem Advisors
N/A—5,610-5,610-100%$459.7K———
Silver Coast Investments LLC
N/A—5,482-5,482-100%$449.2K———
Vanguard Personalized Indexing Management, LLC
N/A—5,184-5,184-100%$424.8K———
Hollencrest Capital Management
N/A—4,862-4,862-100%$398.4K———
M1 Capital Management LLC
N/A—4,858-4,858-100%$398.1K———
Strategic Wealth Partners, Ltd.
N/A—4,801-4,801-100%$393.4K———
XTX Topco Ltd
N/A—4,763-4,763-100%$390.3K———
Magnolia Private Wealth, LLC
N/A—4,733-4,733-100%$387.8K———
UBS Asset Management Americas LLC
N/A—4,662-4,662-100%$382.0K———
Tyche Wealth Partners LLC
N/A—4,538-4,538-100%$371.8K———
Compass Advisory Group LLC
N/A—4,511-4,511-100%$369.6K———
Manhattan West Asset Management, LLC
N/A—4,449-4,449-100%$364.6K———
Ellevest, Inc.
N/A—4,354-4,354-100%$356.7K———
Kinetic Wealth Investment Advisors LLC
N/A—4,350-4,350-100%$356.5K———
Stonebrook Private Inc.
N/A—4,308-4,308-100%$353.0K———
Yukon Wealth Management, Inc.
N/A—4,122-4,122-100%$337.8K———
Marble Wealth, LLC
N/A—4,064-4,064-100%$333.0K———
Ameritas Advisory Services, LLC
N/A—4,035-4,035-100%$330.6K———
Citadel Advisors LLC
N/A—3,992-3,992-100%$327.1K———
MJP Associates Inc
N/A—3,830-3,830-100%$313.8K———
Up Capital Management, Inc.
N/A—3,827-3,827-100%$313.6K———
Arcadia Wealth Management, Inc.
N/A—3,597-3,597-100%$294.7K———
Sittner & Nelson, LLC
N/A—3,514-3,514-100%$287.9K———
Integrity Financial Corp
N/A—3,408-3,408-100%$279.3K———
Rowlandmiller & Partners.adv
N/A—3,370-3,370-100%$276.1K———
American Financial Advisors, LLC
N/A—3,353-3,353-100%$274.8K———
Clark Capital Management Group, Inc.
N/A—3,351-3,351-100%$274.6K———
BlackDiamond Wealth Management, LLC
N/A—3,334-3,334-100%$281.8K———
Planning Center, Inc.
N/A—3,211-3,211-100%$263.1K———
Disciplined Investors, L.L.C.
N/A—3,194-3,194-100%$261.7K———
RB Capital Management, LLC
N/A—3,105-3,105-100%$254.4K———
Dorsey & Whitney Trust Co LLC
N/A—3,102-3,102-100%$254.2K———
Gilbert & Cook, Inc.
N/A—3,057-3,057-100%$250.5K———
SCS Capital Management LLC
N/A—3,043-3,043-100%$249.3K———
Snowden Capital Advisors LLC
N/A—3,017-3,017-100%$247.2K———
Cofg Advisors, LLC
N/A—2,975-2,975-100%$243.7K———
Inspire Advisors, LLC
N/A—2,948-2,948-100%$241.4K———
Ironwood Investment Counsel, LLC
N/A—2,946-2,946-100%$241.4K———
Modern Wealth Management, LLC
N/A—2,923-2,923-100%$239.5K———
Bouchey Financial Group, Ltd.
N/A—2,890-2,890-100%$236.8K———
FSA Advisors, Inc.
N/A—2,773-2,773-100%$227.2K———
Odyssey Group, LLC
N/A—2,710-2,710-100%$222.1K———
Dakota Wealth Management
N/A—2,691-2,691-100%$220.5K———
CIBC Bancorp USA Inc.
N/A—2,677-2,677-100%$219.6K———
Johnson Investment Counsel Inc
N/A—2,662-2,662-100%$218.1K———
Synergy Investment Management, LLC
N/A—2,569-2,569-100%$209.9K———
Keating Financial Advisory Services, Inc.
N/A—2,383-2,383-100%$195.3K———
JPL Wealth Management, LLC
N/A—2,307-2,307-100%$189.0K———
Basecamp Wealth Advisors LLC
N/A—2,245-2,245-100%$184.0K———
Raffa Wealth Management, LLC
N/A—2,215-2,215-100%$181.5K———
Silicon Valley Capital Partners
N/A—2,153-2,153-100%$176.4K———
Rialto Wealth Management, LLC
N/A—2,088-2,088-100%$171.1K———
WealthCollab, LLC
N/A—1,860-1,860-100%$152.4K———
Ancora Advisors LLCA
N/A—1,832-1,832-100%$150.1K———
Tower Research Capital LLC (TRC)
N/A—1,800-1,800-100%$147.5K———
Medallion Wealth Advisors, LLC
N/A—1,791-1,791-100%$144.3K———
Fiduciary Financial Advisors
N/A—1,648-1,648-100%$135.0K———
Delos Wealth Advisors, LLC
N/A—1,636-1,636-100%$134.1K———
Frazier Financial Advisors, LLC
N/A—1,498-1,498-100%$122.7K———
Forum Finance Group S.A.
N/A—1,404-1,404-100%$93———
BOK Financial Private Wealth, Inc.
N/A—1,363-1,363-100%$111.7K———
Crews Bank & Trust
N/A—1,034-1,034-100%$84.7K———
Abound Financial, LLC
N/A—458-458-100%$37.5K———
Dunhill Financial, LLC
N/A—448-448-100%$36.7K———
Continuum Advisory, LLC
N/A—447-447-100%$36.6K———
Tiaa Wealth Investment Management LLC
N/A—428-428-100%$34.8K———
Ameriflex Group, Inc.
N/A—393-393-100%$32.2K———
BFC Planning, Inc.
N/A—257-257-100%$21.0K———
Truvestments Capital LLC
N/A—255-255-100%$20.9K———
Vanguard Advisers Inc
N/A—207-207-100%$17.0K———
Horizon Investments, LLC
N/A—205-205-100%$16.8K———
Colonial Trust Co / SC
N/A—166-166-100%$13.6K———
Qube Research & Technologies Ltd
N/A—133-133-100%$10.9K———
National Bank of Canada
N/A—58-58-100%$4.7K———
Private Wealth Asset Management, LLC
N/A—2-2-100%$164———
Showing 904 of 904 institutions