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Dimensional US Small Cap ETF (DFAS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares29,397,609 from 27,823,389
Change+1,574,220 (+6%)
Value$2.3B (-$15.0M)
Filed 2026-11-02
Index Fund Advisors, Inc.
INCREASED
Shares5,889,143 from 5,887,790
Change+1,353 (+0%)
Value$455.9M (-$28.9M)
Filed 2026-11-05
TCI Wealth Advisors, Inc.
INCREASED
Shares2,879,970 from 2,820,974
Change+58,996 (+2%)
Value$223.0M (-$9.3M)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares2,611,205 from 2,237,685
Change+373,520 (+17%)
Value$202.2M (+$17.9M)
Filed 2026-10-29
Midwest Trust Co
DECREASED
Shares1,322,423 from 1,328,794
Change-6,371 (0%)
Value$102.4M (-$7.0M)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares1,292,033 from 1,279,755
Change+12,278 (+1%)
Value$100.0M (-$5.4M)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares1,259,457 from 1,248,027
Change+11,430 (+1%)
Value$97.5M (-$5.3M)
Filed 2026-11-09
Great Waters Wealth Management
INCREASED
Shares1,227,703 from 1,150,130
Change+77,573 (+7%)
Value$95.0M (+$347.1K)
Filed 2026-10-07
Plancorp, LLC
DECREASED
Shares1,218,831 from 1,246,691
Change-27,860 (-2%)
Value$97.0M (-$3.6M)
Filed 2026-11-03
Evanson Financial, LLC
DECREASED
Shares1,187,962 from 1,217,796
Change-29,834 (-2%)
Value$92.0M (-$8.3M)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares1,103,239 from 901,285
Change+201,954 (+22%)
Value$85.4M (+$11.2M)
Filed 2026-10-14
Washington Trust Bank
DECREASED
Shares1,101,962 from 1,115,723
Change-13,761 (-1%)
Value$85.3M (-$6.6M)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares994,747 from 979,623
Change+15,124 (+2%)
Value$77.0M (-$3.6M)
Filed 2026-10-15
Sageworth Trust Co
INCREASED
Shares941,200 from 919,443
Change+21,757 (+2%)
Value$72.9M (-$2.8M)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares891,996 from 942,761
Change-50,765 (-5%)
Value$69.1M (-$8.6M)
Filed 2026-11-06
Bernicke Wealth Management, Ltd.
INCREASED
Shares844,434 from 833,700
Change+10,734 (+1%)
Value$65.4M (-$3.3M)
Filed 2026-11-06
Wealth Management Nebraska
INCREASED
Shares831,838 from 808,407
Change+23,431 (+3%)
Value$64.4M (-$2.2M)
Filed 2026-10-26
Stordahl Capital Management, Inc.
INCREASED
Shares727,248 from 724,321
Change+2,927 (+0%)
Value$56.3M (-$3.3M)
Filed 2026-10-22
DiNuzzo Private Wealth, Inc.
DECREASED
Shares717,924 from 719,169
Change-1,245 (0%)
Value$55.6M (-$3.6M)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares699,167 from 719,308
Change-20,141 (-3%)
Value$54.1M (-$5.1M)
Filed 2026-10-05
Chicago Partners Investment Group LLC
INCREASED
Shares689,807 from 684,518
Change+5,289 (+1%)
Value$54.2M (-$926.0K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares669,940 from 673,027
Change-3,087 (0%)
Value$51.9M (-$3.6M)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares637,117 from 603,275
Change+33,842 (+6%)
Value$49.3M (+$6.4M)
Filed 2026-10-13
Three Arch Wealth Management LLC
DECREASED
Shares603,328 from 622,027
Change-18,699 (-3%)
Value$46.7M (-$4.5M)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares566,193 from 549,404
Change+16,789 (+3%)
Value$44.1M (-$1.1M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares563,327 from 516,155
Change+47,172 (+9%)
Value$43.6M (+$1.1M)
Filed 2026-10-30
Dixon Fnancial Services, Inc.
DECREASED
Shares547,046 from 553,678
Change-6,632 (-1%)
Value$42.4M (-$3.2M)
Filed 2026-10-23
Elser Financial Planning, Inc
DECREASED
Shares535,310 from 539,346
Change-4,036 (-1%)
Value$41.4M (-$3.0M)
Filed 2026-10-16
Kwmg, LLC
INCREASED
Shares534,904 from 511,517
Change+23,387 (+5%)
Value$41.4M (-$706.1K)
Filed 2026-10-07
Modera Wealth Management, LLC
INCREASED
Shares534,074 from 511,559
Change+22,515 (+4%)
Value$41.3M (-$773.8K)
Filed 2026-10-28
Hurlow Wealth Management Group, Inc.
INCREASED
Shares521,737 from 504,189
Change+17,548 (+3%)
Value$40.4M (-$1.1M)
Filed 2026-10-29
Richard Young Associates, Ltd.
INCREASED
Shares496,371 from 463,838
Change+32,533 (+7%)
Value$38.4M (+$236.6K)
Filed 2026-11-03
DecisionPoint Financial, LLC
INCREASED
Shares478,766 from 451,314
Change+27,452 (+6%)
Value$37.3M (+$294.9K)
Filed 2026-10-27
Austin Asset Management Co Inc
DECREASED
Shares441,254 from 447,771
Change-6,517 (-1%)
Value$34.2M (-$2.7M)
Filed 2026-10-29
Heritage Wealth Management, Inc. s
INCREASED
Shares440,492 from 426,641
Change+13,851 (+3%)
Value$34.1M (-$1.0M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares433,745 from 388,136
Change+45,609 (+12%)
Value$33.6M (+$1.6M)
Filed 2026-10-08
Heritage Investment Group, Inc.
DECREASED
Shares432,001 from 433,167
Change-1,166 (0%)
Value$33.4M (-$2.2M)
Filed 2026-11-03
Phillips Financial Management, LLC
INCREASED
Shares431,887 from 418,581
Change+13,306 (+3%)
Value$33.4M (-$1.0M)
Filed 2026-10-19
Financial Consulate, Inc
DECREASED
Shares429,447 from 433,095
Change-3,648 (-1%)
Value$33.2M (-$2.4M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares419,717 from 420,588
Change-871 (0%)
Value$32.5M (-$2.1M)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares396,207 from 357,928
Change+38,279 (+11%)
Value$30.9M (+$1.9M)
Filed 2026-10-08
Acorn Creek Capital LLC
DECREASED
Shares388,253 from 392,045
Change-3,792 (-1%)
Value$30.1M (-$2.2M)
Filed 2026-11-05
Disciplined Equity Management, Inc.
INCREASED
Shares369,280 from 365,926
Change+3,354 (+1%)
Value$28.6M (-$1.5M)
Filed 2026-10-14
Tanager Wealth Management LLP
DECREASED
Shares359,907 from 366,497
Change-6,590 (-2%)
Value$27.9M (-$2.3M)
Filed 2026-10-19
Your Advocates Ltd., LLP
INCREASED
Shares350,407 from 347,763
Change+2,644 (+1%)
Value$27.1M (-$1.5M)
Filed 2026-11-03
Tillman Hartley LLC
DECREASED
Shares339,686 from 342,420
Change-2,734 (-1%)
Value$26.3M (-$1.9M)
Filed 2026-11-06
McMill Wealth Management
NEW
Shares327,763
Change+327,763
Value$25.4M
Filed 2026-11-05
Guardian Wealth Management, LLC
DECREASED
Shares321,511 from 338,393
Change-16,882 (-5%)
Value$24.9M (-$3.0M)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares317,829 from 317,417
Change+412 (+0%)
Value$24.6M (-$1.5M)
Filed 2026-10-27
Foster Group, Inc.
DECREASED
Shares317,493 from 321,166
Change-3,673 (-1%)
Value$24.6M (-$1.9M)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares312,184 from 358,595
Change-46,411 (-13%)
Value$24.2M (-$5.4M)
Filed 2026-11-05
PCA Investment Advisory Services Inc.
INCREASED
Shares307,848 from 295,304
Change+12,544 (+4%)
Value$23.8M (-$481.7K)
Filed 2026-10-13
Timonier Family Office, Ltd.
DECREASED
Shares300,195 from 302,816
Change-2,621 (-1%)
Value$23.2M (-$1.7M)
Filed 2026-11-03
Pillar Financial Advisors, LLC
INCREASED
Shares299,698 from 289,794
Change+9,904 (+3%)
Value$23.2M (-$659.0K)
Filed 2026-10-21
Monograph Wealth Advisors, LLC
INCREASED
Shares292,743 from 286,224
Change+6,519 (+2%)
Value$22.7M (-$903.4K)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares290,296 from 264,616
Change+25,680 (+10%)
Value$22.5M (+$687.0K)
Filed 2026-10-26
Allodium Investment Consultants, LLC
INCREASED
Shares285,461 from 270,820
Change+14,641 (+5%)
Value$22.1M (-$199.0K)
Filed 2026-10-14
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares284,179 from 278,687
Change+5,492 (+2%)
Value$22.0M (-$946.0K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares276,428 from 301,920
Change-25,492 (-8%)
Value$21.4M (-$3.5M)
Filed 2026-10-15
Lutz Financial Services LLC
INCREASED
Shares275,883 from 238,326
Change+37,557 (+16%)
Value$21.4M (+$1.7M)
Filed 2026-11-06
Maseco LLP
DECREASED
Shares269,481 from 282,786
Change-13,305 (-5%)
Value$20.9M (-$2.4M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares262,130 from 269,115
Change-6,985 (-3%)
Value$16.4M (-$1.2M)
Filed 2026-10-13
Tassel Capital Management, Inc.
INCREASED
Shares259,891 from 250,557
Change+9,334 (+4%)
Value$20.1M (-$510.1K)
Filed 2026-10-20
EnRich Financial Partners LLC
INCREASED
Shares256,279 from 255,558
Change+721 (+0%)
Value$19.8M (-$1.2M)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares253,352 from 255,152
Change-1,800 (-1%)
Value$19.6M (-$1.4M)
Filed 2026-10-15
G2 Capital Management, LLC / OH
INCREASED
Shares238,254 from 234,827
Change+3,427 (+1%)
Value$18.4M (-$890.0K)
Filed 2026-10-23
McLean Asset Management Corp
DECREASED
Shares237,012 from 241,473
Change-4,461 (-2%)
Value$18.5M (-$1.1M)
Filed 2026-11-06
West Financial Advisors, LLC
INCREASED
Shares234,287 from 224,344
Change+9,943 (+4%)
Value$18.1M (-$334.0K)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares230,382 from 244,219
Change-13,837 (-6%)
Value$17.8M (-$2.3M)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares229,457 from 226,110
Change+3,347 (+1%)
Value$17.8M (-$853.3K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares228,634 from 161,542
Change+67,092 (+42%)
Value$18.8M (+$5.5M)
Filed 2026-11-06
Factor Wealth Management LTD
INCREASED
Shares227,746 from 226,612
Change+1,134 (+1%)
Value$17.6M (-$1.0M)
Filed 2026-10-08
New Hampshire Trust
DECREASED
Shares218,789 from 225,414
Change-6,625 (-3%)
Value$16.9M (-$1.6M)
Filed 2026-10-20
First Bancorp, Inc
INCREASED
Shares211,647 from 205,995
Change+5,652 (+3%)
Value$16.4M (-$575.9K)
Filed 2026-10-26
Hill Island Financial LLC
DECREASED
Shares206,647 from 289,884
Change-83,237 (-29%)
Value$16.0M (-$7.9M)
Filed 2026-10-20
Bannerman Wealth Management Group, LLC
INCREASED
Shares203,180 from 191,912
Change+11,268 (+6%)
Value$15.7M (-$71.8K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares200,866 from 200,647
Change+219 (+0%)
Value$15.6M (-$970.3K)
Filed 2026-10-13
Burk Holdings LLC
INCREASED
Shares196,079 from 188,591
Change+7,488 (+4%)
Value$15.2M (-$348.1K)
Filed 2026-11-05
CGN Advisors LLC
DECREASED
Shares193,242 from 197,455
Change-4,213 (-2%)
Value$15.0M (-$1.3M)
Filed 2026-10-21
Midwest Heritage Bank, FSB
DECREASED
Shares193,115 from 199,457
Change-6,342 (-3%)
Value$15.0M (-$1.5M)
Filed 2026-10-26
Wescott Financial Advisory Group, LLC
INCREASED
Shares192,229 from 189,932
Change+2,297 (+1%)
Value$14.9M (-$756.7K)
Filed 2026-11-09
Spinnaker Investment Group, LLC
DECREASED
Shares191,362 from 192,134
Change-772 (0%)
Value$14.8M (-$1.0M)
Filed 2026-10-13
Aire Advisors, LLC
DECREASED
Shares190,251 from 190,980
Change-729 (0%)
Value$14.7M (-$996.1K)
Filed 2026-10-22
Conservest Capital Advisors, Inc.
INCREASED
Shares188,215 from 186,248
Change+1,967 (+1%)
Value$14.6M (-$764.0K)
Filed 2026-11-09
Pacific Sage Partners, LLC
DECREASED
Shares188,024 from 190,254
Change-2,230 (-1%)
Value$14.6M (-$1.1M)
Filed 2026-10-21
Sterling Wealth Management, Inc.
INCREASED
Shares186,123 from 182,371
Change+3,752 (+2%)
Value$14.4M (-$606.7K)
Filed 2026-10-23
Trinity Financial Advisors LLC
INCREASED
Shares182,449 from 181,082
Change+1,367 (+1%)
Value$14.1M (-$785.1K)
Filed 2026-10-09
Summit Wealth Group, LLC
INCREASED
Shares180,932 from 179,901
Change+1,031 (+1%)
Value$14.0M (-$805.3K)
Filed 2026-11-09
Pioneer Wealth Management Group
INCREASED
Shares179,644 from 174,600
Change+5,044 (+3%)
Value$13.9M (-$468.6K)
Filed 2026-10-09
James T. Borello RIA
INCREASED
Shares175,804 from 162,844
Change+12,960 (+8%)
Value$13.6M (+$202.1K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
INCREASED
Shares173,531 from 166,905
Change+6,626 (+4%)
Value$13.4M (-$308.1K)
Filed 2026-10-21
Mendota Financial Group, LLC
DECREASED
Shares173,058 from 183,808
Change-10,750 (-6%)
Value$13.4M (-$1.7M)
Filed 2026-10-07
Wealth Management Partners, LLC
INCREASED
Shares167,809 from 153,373
Change+14,436 (+9%)
Value$13.0M (+$363.0K)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares163,168 from 158,743
Change+4,425 (+3%)
Value$12.6M (-$438.5K)
Filed 2026-11-06
Banco Santander, S.A.
NEW
Shares161,163
Change+161,163
Value$12.5M
Filed 2026-11-10
Atria Investments, Inc
INCREASED
Shares159,747 from 153,751
Change+5,996 (+4%)
Value$12.4M (-$292.3K)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares151,199 from 359,277
Change-208,078 (-58%)
Value$11.7M (-$17.9M)
Filed 2026-10-21
Discipline Wealth Solutions, LLC
INCREASED
Shares149,499 from 134,696
Change+14,803 (+11%)
Value$11.6M (+$483.3K)
Filed 2026-10-14
GEM Asset Management, LLC
INCREASED
Shares144,253 from 136,613
Change+7,640 (+6%)
Value$11.2M (-$80.6K)
Filed 2026-10-13
Gemmer Asset Management LLC
INCREASED
Shares143,532 from 143,008
Change+524 (+0%)
Value$11.1M (-$663.0K)
Filed 2026-10-16
Kelleher Financial Advisors
INCREASED
Shares140,599 from 134,526
Change+6,073 (+5%)
Value$10.9M (-$191.7K)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares140,429 from 141,576
Change-1,147 (-1%)
Value$10.9M (-$785.3K)
Filed 2026-10-30
Colorado Capital Management, Inc.
INCREASED
Shares139,355 from 138,520
Change+835 (+1%)
Value$10.8M (+$10.8M)
Filed 2026-10-15
Forum Financial Management, LP
DECREASED
Shares136,259 from 141,455
Change-5,196 (-4%)
Value$10.5M (-$1.1M)
Filed 2026-10-16
Ballentine Capital Advisors, Inc
INCREASED
Shares133,308 from 132,295
Change+1,013 (+1%)
Value$10.3M (-$572.4K)
Filed 2026-10-14
Cascade Wealth Advisors, Inc
INCREASED
Shares132,633 from 113,731
Change+18,902 (+17%)
Value$10.3M (+$838.0K)
Filed 2026-11-09
Hardy Reed LLC
INCREASED
Shares127,929 from 126,528
Change+1,401 (+1%)
Value$9.9M (-$514.1K)
Filed 2026-11-06
MBA Advisors LLC
INCREASED
Shares125,254 from 118,728
Change+6,526 (+6%)
Value$9.7M (-$78.9K)
Filed 2026-10-29
Forza Wealth Management, LLC
INCREASED
Shares125,193 from 106,322
Change+18,871 (+18%)
Value$9.7M (+$937.9K)
Filed 2026-10-20
Cedar Point Capital Partners, LLC
INCREASED
Shares121,634 from 119,981
Change+1,653 (+1%)
Value$9.4M (-$462.4K)
Filed 2026-10-29
Syverson Strege & Co
DECREASED
Shares120,933 from 121,633
Change-700 (-1%)
Value$9.4M (-$652.7K)
Filed 2026-11-02
Earned Wealth Advisors, LLC
DECREASED
Shares119,005 from 122,072
Change-3,067 (-3%)
Value$9.2M (-$838.0K)
Filed 2026-11-06
Platform Technology Partners
INCREASED
Shares116,509 from 111,354
Change+5,155 (+5%)
Value$9.0M (-$148.8K)
Filed 2026-11-02
Yardley Wealth Management LLC
INCREASED
Shares114,788 from 109,981
Change+4,807 (+4%)
Value$8.9M (-$169.0K)
Filed 2026-10-23
Cardiff Park Advisors, LLC
INCREASED
Shares113,026 from 109,860
Change+3,166 (+3%)
Value$8.8M (-$295.4K)
Filed 2026-11-09
Pinnacle Financial Group, LLC / IL
DECREASED
Shares110,171 from 114,469
Change-4,298 (-4%)
Value$8.5M (-$896.0K)
Filed 2026-10-29
Sageworth Trust Co of South Dakota
INCREASED
Shares109,399 from 98,702
Change+10,697 (+11%)
Value$8.5M (+$342.5K)
Filed 2026-10-30
TME Financial, Inc.
INCREASED
Shares106,888 from 103,731
Change+3,157 (+3%)
Value$8.3M (-$265.9K)
Filed 2026-10-14
SeedSafe Financial LLC
INCREASED
Shares106,784 from 96,633
Change+10,151 (+11%)
Value$8.3M (+$313.6K)
Filed 2026-11-02
Florida Trust Wealth Management Co
INCREASED
Shares105,808 from 89,271
Change+16,537 (+19%)
Value$8.2M (+$841.1K)
Filed 2026-11-05
Andrews, Lucia Wealth Management LLC
INCREASED
Shares102,860 from 100,412
Change+2,448 (+2%)
Value$8.0M (-$304.5K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares102,203 from 102,292
Change-89 (0%)
Value$7.9M (-$510.2K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares99,649 from 95,003
Change+4,646 (+5%)
Value$7.7M (-$107.7K)
Filed 2026-11-06
Parker Financial LLC
INCREASED
Shares99,427 from 94,250
Change+5,177 (+5%)
Value$7.7M (-$110.6K)
Filed 2026-11-05
LAM Group, Inc.
DECREASED
Shares93,845 from 101,138
Change-7,293 (-7%)
Value$7.3M (-$1.1M)
Filed 2026-10-26
JGP Wealth Management, LLC
DECREASED
Shares93,229 from 175,504
Change-82,275 (-47%)
Value$7.2M (-$7.2M)
Filed 2026-10-13
Navigoe, LLC
DECREASED
Shares92,852 from 95,551
Change-2,699 (-3%)
Value$7.2M (-$679.0K)
Filed 2026-11-04
RF&L Wealth Management, LLC
INCREASED
Shares91,461 from 91,061
Change+400 (+0%)
Value$7.1M (-$417.0K)
Filed 2026-10-20
1900 Wealth Management LLC
DECREASED
Shares91,016 from 130,657
Change-39,641 (-30%)
Value$7.0M (-$3.7M)
Filed 2026-10-13
JDH Wealth Management, LLC
DECREASED
Shares90,731 from 98,258
Change-7,527 (-8%)
Value$7.0M (-$1.1M)
Filed 2026-10-20
Alpha Financial Advisors, LLC
DECREASED
Shares89,796 from 90,155
Change-359 (0%)
Value$7.0M (-$471.4K)
Filed 2026-11-09
Pinkerton Wealth, LLC
INCREASED
Shares89,759 from 86,889
Change+2,870 (+3%)
Value$6.9M (+$768.7K)
Filed 2026-10-29
First National Bank Sioux Falls
DECREASED
Shares87,923 from 144,794
Change-56,871 (-39%)
Value$6.8M (-$4.1M)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares87,615 from 86,969
Change+646 (+1%)
Value$6.8M (-$377.9K)
Filed 2026-11-04
SMI Advisory Services, LLC
INCREASED
Shares86,151 from 83,541
Change+2,610 (+3%)
Value$6.7M (-$74.5K)
Filed 2026-10-13
True Freedom Investing, LLC
INCREASED
Shares84,802 from 79,900
Change+4,902 (+6%)
Value$6.6M (+$882.1K)
Filed 2026-10-29
First Command Advisory Services, Inc.
DECREASED
Shares84,255 from 887,282
Change-803,027 (-90%)
Value$6.5M (-$66.5M)
Filed 2026-11-05
Collective Family Office LLC
DECREASED
Shares83,157 from 85,628
Change-2,471 (-3%)
Value$6.4M (-$612.6K)
Filed 2026-10-05
Altiora Financial Group, LLC
INCREASED
Shares82,507 from 67,906
Change+14,601 (+22%)
Value$6.4M (+$796.3K)
Filed 2026-11-04
Navigate Wealth Management, LLC
INCREASED
Shares80,814 from 73,968
Change+6,846 (+9%)
Value$6.3M (+$331.5K)
Filed 2026-10-14
Hiley Hunt Wealth Management
INCREASED
Shares80,433 from 77,017
Change+3,416 (+4%)
Value$6.2M (-$114.4K)
Filed 2026-10-08
Tortoise Investment Management, LLC
INCREASED
Shares80,187 from 78,776
Change+1,411 (+2%)
Value$6.2M (-$278.3K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares80,020 from 82,565
Change-2,545 (-3%)
Value$6.2M (-$603.2K)
Filed 2026-11-05
CPA Asset Management Group, LLC
INCREASED
Shares77,963 from 73,854
Change+4,109 (+6%)
Value$6.0M (-$45.2K)
Filed 2026-10-26
Aspen Wealth Management LLC
INCREASED
Shares77,678 from 55,413
Change+22,265 (+40%)
Value$6.0M (+$1.5M)
Filed 2026-10-14
Linscomb Wealth, Inc.
INCREASED
Shares76,997 from 71,986
Change+5,011 (+7%)
Value$6.0M (+$33.8K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares76,287 from 75,964
Change+323 (+0%)
Value$5.9M (-$348.8K)
Filed 2026-10-20
Bayshore Asset Management, LLC
INCREASED
Shares75,370 from 75,263
Change+107 (+0%)
Value$5.9M (-$305.4K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares74,366 from 70,902
Change+3,464 (+5%)
Value$5.8M (-$80.6K)
Filed 2026-11-05
Meridian Wealth Partners, LLC
INCREASED
Shares73,977 from 70,708
Change+3,269 (+5%)
Value$5.7M (-$94.8K)
Filed 2026-11-09
Strategent Financial, LLC
INCREASED
Shares73,648 from 63,007
Change+10,641 (+17%)
Value$5.7M (+$513.8K)
Filed 2026-10-30
Frankly Finances, LLC
DECREASED
Shares73,454 from 73,891
Change-437 (-1%)
Value$5.7M (-$397.4K)
Filed 2026-10-28
Woodward Financial Advisors, Inc.
DECREASED
Shares71,622 from 72,662
Change-1,040 (-1%)
Value$5.5M (-$438.0K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares70,212 from 69,763
Change+449 (+1%)
Value$5.4M (-$308.5K)
Filed 2026-10-16
KPP Advisory Services LLC
DECREASED
Shares69,630 from 111,946
Change-42,316 (-38%)
Value$5.4M (-$3.8M)
Filed 2026-10-26
DWR Wealth Management, LLC
INCREASED
Shares67,597 from 60,966
Change+6,631 (+11%)
Value$5.3M (+$266.0K)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares67,300 from 68,849
Change-1,549 (-2%)
Value$5.2M (-$458.7K)
Filed 2026-10-28
Investmark Advisory Group LLC
INCREASED
Shares66,438 from 63,949
Change+2,489 (+4%)
Value$5.1M (-$121.8K)
Filed 2026-10-27
Kondo Wealth Advisors, Inc.
INCREASED
Shares66,143 from 65,648
Change+495 (+1%)
Value$5.1M (-$284.8K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares64,730 from 63,774
Change+956 (+2%)
Value$5.0M (-$239.7K)
Filed 2026-10-13
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares64,702 from 49,934
Change+14,768 (+30%)
Value$5.0M (+$1.5M)
Filed 2026-10-14
Lynch & Associates
INCREASED
Shares64,171 from 11,433
Change+52,738 (+461%)
Value$5.0M (+$4.0M)
Filed 2026-10-13
SC&H Financial Advisors, Inc.
INCREASED
Shares63,072 from 61,513
Change+1,559 (+3%)
Value$4.9M (-$181.9K)
Filed 2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares62,033 from 60,797
Change+1,236 (+2%)
Value$4.8M (-$217.7K)
Filed 2026-10-13
Advisortrust Partners, LLC
UNCHANGED
Shares61,850 from 61,850
Change0 (0%)
Value$4.8M (-$304.3K)
Filed 2026-11-02
DBK Financial Counsel, LLC
DECREASED
Shares61,846 from 62,489
Change-643 (-1%)
Value$4.8M (-$357.2K)
Filed 2026-10-13
Kane Co Wealth Management, Inc.
DECREASED
Shares61,839 from 62,237
Change-398 (-1%)
Value$4.8M (-$337.0K)
Filed 2026-11-04
180 Wealth Advisors, LLC
DECREASED
Shares60,874 from 61,038
Change-164 (0%)
Value$4.7M (-$313.0K)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares60,751 from 62,437
Change-1,686 (-3%)
Value$4.7M (-$437.7K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares60,121 from 55,354
Change+4,767 (+9%)
Value$4.7M (+$96.7K)
Filed 2026-11-05
Adelphi Trust Co
INCREASED
Shares59,429 from 58,255
Change+1,174 (+2%)
Value$4.6M (-$195.7K)
Filed 2026-10-05
Indivisible Partners
NEW
Shares59,313
Change+59,313
Value$4.6M
Filed 2026-10-26
TruNorth Capital Management, LLC
INCREASED
Shares57,976 from 57,971
Change+5 (+0%)
Value$4.5M (-$284.8K)
Filed 2026-10-14
Diversified Trust Co
INCREASED
Shares57,502 from 6,457
Change+51,045 (+791%)
Value$4.5M (+$3.9M)
Filed 2026-11-06
Colony Family Offices, LLC
DECREASED
Shares57,311 from 58,286
Change-975 (-2%)
Value$4.4M (-$362.2K)
Filed 2026-10-22
CLG LLC
DECREASED
Shares57,223 from 61,460
Change-4,237 (-7%)
Value$4.4M (-$630.4K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
DECREASED
Shares56,008 from 57,927
Change-1,919 (-3%)
Value$4.3M (-$433.6K)
Filed 2026-10-26
Altura Wealth Advisors Inc.
INCREASED
Shares55,768 from 54,590
Change+1,178 (+2%)
Value$4.3M (-$177.4K)
Filed 2026-10-22
DeLarme Wealth Management, Inc.
INCREASED
Shares55,306 from 51,763
Change+3,543 (+7%)
Value$4.3M (+$19.6K)
Filed 2026-10-30
Gibraltar Capital Management, Inc.
INCREASED
Shares54,200 from 54,145
Change+55 (+0%)
Value$4.2M (-$262.1K)
Filed 2026-10-27
Financial Planning Navigators Corp
INCREASED
Shares53,045 from 50,384
Change+2,661 (+5%)
Value$4.1M (-$41.9K)
Filed 2026-10-14
Physician Wealth Solutions Inc.
UNCHANGED
Shares52,865 from 52,865
Change0 (0%)
Value$4.1M (-$260.1K)
Filed 2026-10-14
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares52,499 from 52,499
Change0 (0%)
Value$4.1M (-$156.4K)
Filed 2026-10-13
Greenspring Advisors, LLC
DECREASED
Shares51,446 from 52,888
Change-1,442 (-3%)
Value$4.0M (-$371.8K)
Filed 2026-11-05
Maryland Capital Advisors Inc.
INCREASED
Shares51,367 from 49,964
Change+1,403 (+3%)
Value$4.0M (-$137.2K)
Filed 2026-10-15
TCP Asset Management, LLC
INCREASED
Shares51,331 from 49,605
Change+1,726 (+3%)
Value$4.0M (-$43.2K)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares51,114 from 48,743
Change+2,371 (+5%)
Value$4.0M (-$56.3K)
Filed 2026-10-14
ADE, LLC
INCREASED
Shares51,074 from 45,574
Change+5,500 (+12%)
Value$4.0M (+$201.6K)
Filed 2026-10-29
BWM Planning, LLC
DECREASED
Shares48,840 from 49,119
Change-279 (-1%)
Value$3.8M (-$263.3K)
Filed 2026-11-09
TAGStone Capital, Inc.
DECREASED
Shares47,382 from 47,444
Change-62 (0%)
Value$3.7M (-$238.3K)
Filed 2026-11-09
BIP Wealth, LLC
INCREASED
Shares47,336 from 36,766
Change+10,570 (+29%)
Value$3.7M (+$637.5K)
Filed 2026-10-22
Texas Capital Bank Wealth Management Services Inc
UNCHANGED
Shares44,934 from 44,934
Change0 (0%)
Value$3.5M (-$221.1K)
Filed 2026-11-09
Blume Capital Management, Inc.
DECREASED
Shares44,834 from 47,134
Change-2,300 (-5%)
Value$3.5M (-$410.0K)
Filed 2026-10-26
Powers Advisory Group, LLC
INCREASED
Shares44,517 from 38,176
Change+6,341 (+17%)
Value$3.4M (+$303.1K)
Filed 2026-10-14
Belleair Asset Management, LLC
UNCHANGED
Shares44,446 from 44,446
Change0 (0%)
Value$3.4M (-$218.7K)
Filed 2026-11-03
Legacy Financial Group, Inc.
DECREASED
Shares44,331 from 44,696
Change-365 (-1%)
Value$3.4M (-$248.2K)
Filed 2026-10-21
Sprinkle Financial Consultants LLC
INCREASED
Shares42,960 from 42,847
Change+113 (+0%)
Value$3.3M (-$201.8K)
Filed 2026-10-09
Narus Financial Partners, LLC
INCREASED
Shares42,824 from 42,725
Change+99 (+0%)
Value$3.3M (-$202.5K)
Filed 2026-10-19
Enzi Wealth
DECREASED
Shares42,383 from 42,569
Change-186 (0%)
Value$3.3M (-$122.3K)
Filed 2026-10-14
Pacific Asset Management, LLC
INCREASED
Shares41,602 from 40,503
Change+1,099 (+3%)
Value$3.2M (-$114.2K)
Filed 2026-10-15
Olistico Wealth, LLC
INCREASED
Shares41,316 from 40,666
Change+650 (+2%)
Value$3.2M (-$149.8K)
Filed 2026-10-05
Lauer Wealth, LLC
DECREASED
Shares41,076 from 42,758
Change-1,682 (-4%)
Value$3.2M (-$249.4K)
Filed 2026-10-13
Sachem Hill LLC
INCREASED
Shares40,469 from 40,064
Change+405 (+1%)
Value$3.1M (-$165.8K)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares39,986 from 39,858
Change+128 (+0%)
Value$3.1M (-$186.2K)
Filed 2026-10-28
Merit Financial Group, LLC
DECREASED
Shares38,962 from 42,450
Change-3,488 (-8%)
Value$3.0M (-$478.9K)
Filed 2026-11-06
RS Crum Inc.
DECREASED
Shares38,777 from 38,877
Change-100 (0%)
Value$3.0M (-$199.0K)
Filed 2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares37,978 from 32,969
Change+5,009 (+15%)
Value$3.0M (+$244.6K)
Filed 2026-10-20
Smith Partners Wealth Management, LLC
INCREASED
Shares37,840 from 28,314
Change+9,526 (+34%)
Value$2.9M (+$598.2K)
Filed 2026-11-05
Sollinda Capital Management LLC
INCREASED
Shares37,558 from 30,384
Change+7,174 (+24%)
Value$2.9M (+$405.9K)
Filed 2026-11-09
Capstone Wealth Management, LLC
DECREASED
Shares37,469 from 37,544
Change-75 (0%)
Value$2.9M (-$190.5K)
Filed 2026-11-02
Great Point Wealth Advisors, LLC
DECREASED
Shares37,077 from 37,519
Change-442 (-1%)
Value$2.9M (-$218.8K)
Filed 2026-10-15
AG Asset Advisory, LLC
INCREASED
Shares36,734 from 35,987
Change+747 (+2%)
Value$2.8M (-$119.2K)
Filed 2026-11-06
Strathmore Capital Advisors, Inc.
DECREASED
Shares36,692 from 38,129
Change-1,437 (-4%)
Value$2.9M (-$241.2K)
Filed 2026-11-09
M Wealth Management, LLC
DECREASED
Shares36,496 from 36,592
Change-96 (0%)
Value$2.8M (-$187.5K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares36,449 from 31,395
Change+5,054 (+16%)
Value$2.8M (+$236.9K)
Filed 2026-11-03
Aurelius Family Office LLC
DECREASED
Shares36,236 from 37,019
Change-783 (-2%)
Value$2.8M (-$242.7K)
Filed 2026-10-23
Cambridge Financial Group, LLC
UNCHANGED
Shares36,145 from 36,145
Change0 (0%)
Value$3.0M ($0)
Filed 2026-10-06
Willow Creek Wealth Management Inc.
DECREASED
Shares35,694 from 35,705
Change-11 (0%)
Value$2.8M (-$176.5K)
Filed 2026-10-26
Baker Boyer National Bank
UNCHANGED
Shares35,649 from 35,649
Change0 (0%)
Value$2.8M (-$175.4K)
Filed 2026-11-05
Private Advisory Group LLC
INCREASED
Shares35,050 from 32,472
Change+2,578 (+8%)
Value$2.7M (+$39.8K)
Filed 2026-11-06
Baker Tilly Wealth Management, LLC
DECREASED
Shares34,508 from 35,209
Change-701 (-2%)
Value$2.7M (-$227.5K)
Filed 2026-10-05
Triumph Capital Management
INCREASED
Shares33,784 from 32,426
Change+1,358 (+4%)
Value$2.6M (-$54.4K)
Filed 2026-10-14
Strategy Asset Managers LLC
INCREASED
Shares33,721 from 20,560
Change+13,161 (+64%)
Value$2.6M (+$917.8K)
Filed 2026-10-14
Sutton Place Investors LLC
DECREASED
Shares33,107 from 33,162
Change-55 (0%)
Value$2.6M (-$167.4K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
DECREASED
Shares32,940 from 33,024
Change-84 (0%)
Value$2.6M (-$169.0K)
Filed 2026-11-02
Alpha Advisors, LLC
INCREASED
Shares32,631 from 26,288
Change+6,343 (+24%)
Value$2.5M (+$361.5K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares32,377 from 31,667
Change+710 (+2%)
Value$2.5M (-$100.8K)
Filed 2026-11-05
Tenet Wealth Partners, LLC
INCREASED
Shares31,637 from 30,567
Change+1,070 (+4%)
Value$2.4M (-$29.6K)
Filed 2026-10-19
Pettinga Financial Advisors LLC
DECREASED
Shares31,450 from 32,465
Change-1,015 (-3%)
Value$2.4M (-$238.3K)
Filed 2026-10-13
Mills Wealth Advisors LLC
INCREASED
Shares30,107 from 28,331
Change+1,776 (+6%)
Value$2.3M (-$1.9K)
Filed 2026-10-22
Cypress Wealth Services, LLC
DECREASED
Shares30,080 from 30,130
Change-50 (0%)
Value$2.4M (-$104.3K)
Filed 2026-10-21
LVZ, Inc.
INCREASED
Shares29,564 from 27,606
Change+1,958 (+7%)
Value$2.3M (+$15.8K)
Filed 2026-10-20
Ariadne Wealth Management, LP
DECREASED
Shares29,563 from 29,773
Change-210 (-1%)
Value$2.3M (-$162.8K)
Filed 2026-11-06
Integrated Advisors Network LLC
INCREASED
Shares29,502 from 29,138
Change+364 (+1%)
Value$2.3M (-$115.2K)
Filed 2026-10-20
Johnson Wealth Management, LLC
DECREASED
Shares28,675 from 29,476
Change-801 (-3%)
Value$2.2M (-$207.0K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
INCREASED
Shares28,629 from 26,629
Change+2,000 (+8%)
Value$2.2M (+$23.8K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares28,607 from 28,607
Change0 (0%)
Value$2.2M (-$140.7K)
Filed 2026-10-05
Quad-Cities Investment Group, LLC
INCREASED
Shares28,308 from 28,140
Change+168 (+1%)
Value$2.2M (-$125.4K)
Filed 2026-10-16
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares28,004 from 28,004
Change0 (0%)
Value$2.2M (-$137.8K)
Filed 2026-11-02
TrustWell Financial Advisors, LLC
DECREASED
Shares27,988 from 29,098
Change-1,110 (-4%)
Value$2.2M (-$229.1K)
Filed 2026-10-15
Summit Wealth Group LLC / Co
DECREASED
Shares27,871 from 28,262
Change-391 (-1%)
Value$2.2M (-$169.3K)
Filed 2026-10-29
Kooman & Associates
DECREASED
Shares27,657 from 28,126
Change-469 (-2%)
Value$2.1M (-$174.7K)
Filed 2026-10-21
Resonant Capital Advisors, LLC
INCREASED
Shares27,503 from 26,517
Change+986 (+4%)
Value$2.1M (-$54.1K)
Filed 2026-10-15
Verus Wealth Management, LLC
INCREASED
Shares27,428 from 18,705
Change+8,723 (+47%)
Value$2.1M (+$583.3K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED
Shares26,909 from 27,328
Change-419 (-2%)
Value$2.1M (-$166.9K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares26,552 from 27,497
Change-945 (-3%)
Value$2.1M (-$208.0K)
Filed 2026-10-22
Stewardship Concepts Financial Services LLC
DECREASED
Shares26,506 from 27,753
Change-1,247 (-4%)
Value$2.1M (-$233.1K)
Filed 2026-10-06
Elevate Wealth Advisory, Inc
DECREASED
Shares26,405 from 26,481
Change-76 (0%)
Value$2.0M (-$136.2K)
Filed 2026-10-29
Generations Wealth, LLC
DECREASED
Shares26,116 from 26,498
Change-382 (-1%)
Value$2.0M (-$160.0K)
Filed 2026-11-09
Elevation Wealth Partners, LLC
DECREASED
Shares25,762 from 25,908
Change-146 (-1%)
Value$2.0M (-$138.8K)
Filed 2026-10-07
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares25,290 from 25,389
Change-99 (0%)
Value$2.0M (-$132.6K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
INCREASED
Shares24,235 from 23,795
Change+440 (+2%)
Value$1.9M (-$25.2K)
Filed 2026-10-19
Stevens Capital Partners
DECREASED
Shares24,104 from 24,336
Change-232 (-1%)
Value$1.9M (-$137.7K)
Filed 2026-10-29
Great Valley Advisor Group, Inc.
INCREASED
Shares24,049 from 20,431
Change+3,618 (+18%)
Value$1.9M (+$179.6K)
Filed 2026-11-09
Moody National Bank Trust Division
INCREASED
Shares23,603 from 23,365
Change+238 (+1%)
Value$1.8M (-$96.5K)
Filed 2026-10-06
Shearwater Capital LLC
INCREASED
Shares23,473 from 23,472
Change+1 (0%)
Value$1.8M (-$115.4K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
DECREASED
Shares23,234 from 25,332
Change-2,098 (-8%)
Value$1.8M (-$287.1K)
Filed 2026-11-03
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares23,185 from 25,393
Change-2,208 (-9%)
Value$1.8M (-$295.9K)
Filed 2026-10-09
Diversify Wealth Management, LLC
INCREASED
Shares23,081 from 21,938
Change+1,143 (+5%)
Value$1.8M (+$29.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares23,081 from 21,938
Change+1,143 (+5%)
Value$1.8M (+$29.4K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
DECREASED
Shares23,008 from 23,598
Change-590 (-2%)
Value$1.8M (-$161.8K)
Filed 2026-10-27
Vermillion Wealth Management, Inc.
DECREASED
Shares22,692 from 119,256
Change-96,564 (-81%)
Value$1.8M (-$8.1M)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares22,574 from 22,823
Change-249 (-1%)
Value$1.7M (-$131.6K)
Filed 2026-10-16
Lauterbach Financial Advisors, LLC
INCREASED
Shares22,252 from 21,580
Change+672 (+3%)
Value$1.7M (-$54.2K)
Filed 2026-10-21
Quantum Financial Advisors, LLC
INCREASED
Shares22,215 from 20,685
Change+1,530 (+7%)
Value$1.7M (+$16.7K)
Filed 2026-11-03
Asset Advisory Group, Inc.
INCREASED
Shares22,144 from 19,696
Change+2,448 (+12%)
Value$1.7M (+$92.6K)
Filed 2026-10-20
Concord Wealth Partners
DECREASED
Shares21,514 from 34,463
Change-12,949 (-38%)
Value$1.7M (-$1.2M)
Filed 2026-11-02
Samalin Investment Counsel, LLC
INCREASED
Shares20,943 from 20,861
Change+82 (+0%)
Value$1.6M (-$96.3K)
Filed 2026-10-23
USAdvisors Wealth Management, LLC
DECREASED
Shares20,025 from 21,246
Change-1,221 (-6%)
Value$1.6M (-$199.0K)
Filed 2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares19,699 from 22,710
Change-3,011 (-13%)
Value$1.5M (-$344.9K)
Filed 2026-10-27
Apollon Financial, LLC
UNCHANGED
Shares19,663 from 19,663
Change0 (0%)
Value$1.5M (-$96.7K)
Filed 2026-10-23
Maryland State Retirement & Pension System
NEW
Shares19,504
Change+19,504
Value$1.5M
Filed 2026-11-05
Embree Financial Group
DECREASED
Shares19,380 from 20,553
Change-1,173 (-6%)
Value$1.5M (-$192.0K)
Filed 2026-10-22
Clarity Capital Advisors, LLC
INCREASED
Shares19,225 from 19,183
Change+42 (+0%)
Value$1.5M (-$91.2K)
Filed 2026-10-27
WMS Group LLC
DECREASED
Shares19,115 from 19,529
Change-414 (-2%)
Value$1.5M (-$128.1K)
Filed 2026-11-06
Retirement Guys Formula LLC
DECREASED
Shares18,906 from 18,912
Change-6 (0%)
Value$1.5M (-$93.5K)
Filed 2026-10-26
Sima Wealth Partners, LLC
INCREASED
Shares18,838 from 15,390
Change+3,448 (+22%)
Value$1.5M (+$191.2K)
Filed 2026-10-19
Coldstream Capital Management Inc
NEW
Shares18,808
Change+18,808
Value$1.5M
Filed 2026-11-09
Virtue Asset Management LLC
UNCHANGED
Shares18,657 from 18,657
Change0 (0%)
Value$1.4M (-$91.8K)
Filed 2026-10-21
MCF Advisors LLC
DECREASED
Shares18,449 from 18,549
Change-100 (-1%)
Value$1.4M (-$99.0K)
Filed 2026-10-28
AWM Capital, LLC
DECREASED
Shares18,274 from 20,894
Change-2,620 (-13%)
Value$1.4M (-$305.6K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
INCREASED
Shares17,980 from 17,402
Change+578 (+3%)
Value$1.4M (-$40.9K)
Filed 2026-10-21
Warwick Investment Management, Inc.
UNCHANGED
Shares17,979 from 17,979
Change0 (0%)
Value$1.4M (-$88.5K)
Filed 2026-10-19
Semitam Bonam LLC
INCREASED
Shares17,955 from 16,269
Change+1,686 (+10%)
Value$1.4M (+$50.5K)
Filed 2026-10-27
Naples Global Advisors, LLC
DECREASED
Shares17,955 from 18,329
Change-374 (-2%)
Value$1.4M (-$119.1K)
Filed 2026-11-05
Bedel Financial Consulting, Inc.
INCREASED
Shares17,860 from 17,731
Change+129 (+1%)
Value$1.4M (-$77.3K)
Filed 2026-11-06
Trace Wealth Advisors, LLC
DECREASED
Shares17,822 from 30,929
Change-13,107 (-42%)
Value$1.4M (-$1.2M)
Filed 2026-10-30
Central Trust Co
DECREASED
Shares17,663 from 20,212
Change-2,549 (-13%)
Value$1.4M (-$296.8K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
UNCHANGED
Shares17,625 from 17,625
Change0 (0%)
Value$1.4M (-$86.7K)
Filed 2026-11-06
Eagle Strategies LLC
INCREASED
Shares17,600 from 17,135
Change+465 (+3%)
Value$1.4M (-$48.3K)
Filed 2026-10-16
Clark Asset Management, LLC
INCREASED
Shares17,520 from 17,034
Change+486 (+3%)
Value$1.4M (-$46.2K)
Filed 2026-10-19
Intelligence Driven Advisers, LLC
DECREASED
Shares16,952 from 17,550
Change-598 (-3%)
Value$1.3M (-$132.6K)
Filed 2026-10-09
SpringVest Wealth Management LLC
INCREASED
Shares16,471 from 15,034
Change+1,437 (+10%)
Value$1.3M (+$37.3K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares16,323 from 12,366
Change+3,957 (+32%)
Value$1.3M (+$245.5K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares16,060 from 15,329
Change+731 (+5%)
Value$1.2M (-$13.3K)
Filed 2026-10-30
marrick wealth, LLC
INCREASED
Shares15,940 from 14,676
Change+1,264 (+9%)
Value$1.2M (+$25.7K)
Filed 2026-10-20
IFG Advisory, LLC
DECREASED
Shares15,880 from 17,032
Change-1,152 (-7%)
Value$1.2M (-$173.0K)
Filed 2026-11-09
Donalies Financial Planning, LLC
INCREASED
Shares15,833 from 15,657
Change+176 (+1%)
Value$1.2M (-$63.4K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares15,593 from 13,968
Change+1,625 (+12%)
Value$1.2M (+$57.1K)
Filed 2026-10-27
Wealth Advisors Northwest LLC
DECREASED
Shares15,443 from 15,482
Change-39 (0%)
Value$1.2M (-$79.2K)
Filed 2026-10-29
John A. Wolfe & Associates, Inc.
INCREASED
Shares15,412 from 15,035
Change+377 (+3%)
Value$1.2M (-$44.8K)
Filed 2026-11-06
Squire Investment Management Company, LLC
DECREASED
Shares15,042 from 15,748
Change-706 (-4%)
Value$1.2M (-$132.1K)
Filed 2026-11-03
Opus Capital Group, LLC
DECREASED
Shares15,015 from 15,308
Change-293 (-2%)
Value$1.2M (-$98.0K)
Filed 2026-10-30
SBK Financial, Inc.
INCREASED
Shares14,986 from 13,951
Change+1,035 (+7%)
Value$1.2M (+$11.5K)
Filed 2026-11-02
Ironwood Financial, llc
UNCHANGED
Shares14,911 from 14,911
Change0 (0%)
Value$1.2M (-$49.1K)
Filed 2026-10-20
Fifth Third Securities, Inc.
INCREASED
Shares14,781 from 10,045
Change+4,736 (+47%)
Value$1.1M (+$317.2K)
Filed 2026-10-21
E6 Portfolios, LLC
DECREASED
Shares14,778 from 16,198
Change-1,420 (-9%)
Value$1.1M (-$189.7K)
Filed 2026-10-26
XY Planning Network, Inc.
DECREASED
Shares14,742 from 26,636
Change-11,894 (-45%)
Value$1.1M (-$1.1M)
Filed 2026-10-14
CX Institutional
DECREASED
Shares14,553 from 15,094
Change-541 (-4%)
Value$1.1M (+$1.1M)
Filed 2026-10-02
Western Wealth Management, LLC
DECREASED
Shares14,500 from 14,545
Change-45 (0%)
Value$1.1M (-$75.0K)
Filed 2026-11-09
Everest Financial Group LLC
DECREASED
Shares14,441 from 14,717
Change-276 (-2%)
Value$1.1M (-$93.8K)
Filed 2026-11-06
Verus Financial Partners, Inc.
INCREASED
Shares14,209 from 14,173
Change+36 (+0%)
Value$1.1M (-$66.9K)
Filed 2026-10-29
ARK & TLK Investments, LLC
DECREASED
Shares14,044 from 14,980
Change-936 (-6%)
Value$1.1M (-$146.2K)
Filed 2026-10-20
Wingate Wealth Advisors, Inc.
INCREASED
Shares13,902 from 13,371
Change+531 (+4%)
Value$1.1M (-$24.6K)
Filed 2026-10-26
Valmark Advisers, Inc.
DECREASED
Shares13,800 from 14,666
Change-866 (-6%)
Value$1.1M (-$139.2K)
Filed 2026-11-06
CWS Financial Advisors, LLC
INCREASED
Shares13,626 from 13,605
Change+21 (+0%)
Value$1.1M (-$65.4K)
Filed 2026-10-16
Werba Rubin Papier Wealth Management
DECREASED
Shares13,212 from 13,296
Change-84 (-1%)
Value$1.0M (-$71.9K)
Filed 2026-11-06
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares12,521 from 12,521
Change0 (0%)
Value$969.4K (-$61.6K)
Filed 2026-11-02
Northwest Wealth Advisors, LLC
DECREASED
Shares12,481 from 12,529
Change-48 (0%)
Value$966.2K (-$65.4K)
Filed 2026-11-02
IFG Advisors, LLC
INCREASED
Shares12,454 from 12,394
Change+60 (+0%)
Value$964.2K (-$56.3K)
Filed 2026-10-15
Nuveen, LLC
INCREASED
Shares12,248 from 9,607
Change+2,641 (+27%)
Value$953.2K (+$162.2K)
Filed 2026-11-10
Community Bank, N.A.
INCREASED
Shares12,233 from 8,831
Change+3,402 (+39%)
Value$947.1K (+$219.9K)
Filed 2026-11-06
Opulen Financial Group LLC
INCREASED
Shares12,131 from 8,226
Change+3,905 (+47%)
Value$939.2K (+$261.9K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares11,956 from 11,656
Change+300 (+3%)
Value$925.6K (-$34.2K)
Filed 2026-11-09
Granville Capital, Inc.
NEW
Shares11,866
Change+11,866
Value$918.7K
Filed 2026-11-05
Websterrogers Financial Advisors, LLC
DECREASED
Shares11,667 from 11,752
Change-85 (-1%)
Value$903.3K (-$64.4K)
Filed 2026-11-02
Cambridge Capital Management, LLC
INCREASED
Shares11,656 from 11,627
Change+29 (+0%)
Value$902.4K (-$54.9K)
Filed 2026-10-19
Fiduciary Alliance LLC
INCREASED
Shares11,591 from 11,588
Change+3 (+0%)
Value$897.4K (-$56.8K)
Filed 2026-10-13
Claro Advisors Inc.
NEW
Shares11,588
Change+11,588
Value$897.2K
Filed 2026-11-02
Abacus Wealth Partners, LLC
DECREASED
Shares11,565 from 12,416
Change-851 (-7%)
Value$895.3K (-$127.0K)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares11,489 from 13,391
Change-1,902 (-14%)
Value$889.5K (-$213.1K)
Filed 2026-11-04
Weaver Consulting Group
UNCHANGED
Shares11,271 from 11,271
Change0 (0%)
Value$872.6K (-$55.5K)
Filed 2026-10-07
Avidian Wealth Enterprises, LLC
INCREASED
Shares11,263 from 11,253
Change+10 (+0%)
Value$872.0K (-$54.6K)
Filed 2026-10-08
25 LLC
INCREASED
Shares11,138 from 11,118
Change+20 (+0%)
Value$862.3K (-$53.2K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares11,042 from 11,037
Change+5 (+0%)
Value$854.8K (-$53.9K)
Filed 2026-10-16
Seamount Financial Group Inc
INCREASED
Shares10,657 from 9,952
Change+705 (+7%)
Value$825.1K (+$5.6K)
Filed 2026-10-21
CWA Asset Management Group, LLC
DECREASED
Shares10,646 from 10,717
Change-71 (-1%)
Value$824.2K (-$58.2K)
Filed 2026-10-19
Selective Wealth Management, Inc.
INCREASED
Shares10,577 from 10,171
Change+406 (+4%)
Value$828.8K (+$3.8K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares10,432 from 9,967
Change+465 (+5%)
Value$807.7K (-$13.0K)
Filed 2026-11-04
Ocean Park Asset Management, LLC
UNCHANGED
Shares10,400 from 10,400
Change0 (0%)
Value$805.2K (-$51.2K)
Filed 2026-10-21
BCO Wealth Management LLC
DECREASED
Shares10,281 from 10,358
Change-77 (-1%)
Value$796.0K (-$56.9K)
Filed 2026-10-14
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares10,171 from 10,171
Change0 (0%)
Value$789.1K (-$48.4K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares10,088 from 9,857
Change+231 (+2%)
Value$787.9K (-$11.7K)
Filed 2026-10-09
First County Bank
DECREASED
Shares9,943 from 10,012
Change-69 (-1%)
Value$769.8K (-$54.6K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares9,812 from 9,858
Change-46 (0%)
Value$759.6K (-$52.1K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
DECREASED
Shares9,567 from 263,071
Change-253,504 (-96%)
Value$740.7K (-$20.9M)
Filed 2026-10-28
CRA Financial Services, LLC
UNCHANGED
Shares9,437 from 9,437
Change0 (0%)
Value$730.6K (-$46.4K)
Filed 2026-10-16
Prudent Man Investment Management, Inc.
INCREASED
Shares9,387 from 4,438
Change+4,949 (+112%)
Value$726.7K (+$417.5K)
Filed 2026-11-03
SJS Investment Consulting Inc.
DECREASED
Shares9,297 from 9,354
Change-57 (-1%)
Value$719.8K (-$50.4K)
Filed 2026-10-26
Kavar Capital Partners Group, LLC
UNCHANGED
Shares9,278 from 9,278
Change0 (0%)
Value$718.3K (-$45.6K)
Filed 2026-11-06
Diversified Portfolios, Inc.
DECREASED
Shares9,157 from 9,531
Change-374 (-4%)
Value$708.9K (-$75.8K)
Filed 2026-11-04
M.E. Allison & Co., Inc.
UNCHANGED
Shares9,095 from 9,095
Change0 (0%)
Value$704.1K (-$44.7K)
Filed 2026-10-09
Prism Planning Partners LLC
INCREASED
Shares8,981 from 8,977
Change+4 (+0%)
Value$695.3K (-$43.9K)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares8,972
Change+8,972
Value$694.6K
Filed 2026-11-04
StrongBox Wealth, LLC
DECREASED
Shares8,914 from 9,037
Change-123 (-1%)
Value$690.1K (-$54.0K)
Filed 2026-11-02
Peavine Capital, LLC
UNCHANGED
Shares8,891 from 8,891
Change0 (0%)
Value$688.3K (-$43.7K)
Filed 2026-10-13
Professional Financial Advisors, LLC
UNCHANGED
Shares8,856 from 8,856
Change0 (0%)
Value$685.6K (-$43.6K)
Filed 2026-10-13
Meridian Investment Counsel Inc.
UNCHANGED
Shares8,799 from 8,799
Change0 (0%)
Value$681.2K (-$43.3K)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
INCREASED
Shares8,796 from 5,269
Change+3,527 (+67%)
Value$681.0K (+$247.1K)
Filed 2026-10-19
Prospect Financial Group LLC
INCREASED
Shares8,753 from 7,668
Change+1,085 (+14%)
Value$677.6K (+$46.2K)
Filed 2026-11-05
Apollon Wealth Management, LLC
UNCHANGED
Shares8,716 from 8,716
Change0 (0%)
Value$674.8K (-$42.9K)
Filed 2026-10-23
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares8,634 from 8,634
Change0 (0%)
Value$668.4K (-$42.5K)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares8,610 from 8,643
Change-33 (0%)
Value$666.6K (-$45.1K)
Filed 2026-10-13
Prairie Advisory, LLC
INCREASED
Shares8,588 from 4,294
Change+4,294 (+100%)
Value$664.9K (+$311.3K)
Filed 2026-10-19
Financial Symmetry Inc
INCREASED
Shares8,499 from 7,319
Change+1,180 (+16%)
Value$658.0K (+$55.3K)
Filed 2026-10-06
Forteris Wealth Management Inc.
INCREASED
Shares8,389 from 8,366
Change+23 (+0%)
Value$649.5K (-$39.4K)
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares8,360 from 8,362
Change-2 (0%)
Value$647.2K (-$41.3K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
INCREASED
Shares8,352 from 5,880
Change+2,472 (+42%)
Value$646.6K (+$162.4K)
Filed 2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares8,145 from 8,145
Change0 (0%)
Value$630.6K (-$40.1K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED
Shares8,015 from 8,073
Change-58 (-1%)
Value$620.5K (-$44.2K)
Filed 2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares8,012 from 5,442
Change+2,570 (+47%)
Value$620.3K (+$172.2K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares7,877 from 6,733
Change+1,144 (+17%)
Value$609.8K (+$55.4K)
Filed 2026-10-20
Sincerus Advisory, LLC
INCREASED
Shares7,747 from 7,742
Change+5 (+0%)
Value$599.8K (-$37.7K)
Filed 2026-10-09
Leavell Investment Management, Inc.
DECREASED
Shares7,663 from 10,663
Change-3,000 (-28%)
Value$593.3K (-$284.7K)
Filed 2026-11-09
Ascent Group, LLC
DECREASED
Shares7,554 from 8,410
Change-856 (-10%)
Value$584.8K (-$107.7K)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares7,495 from 6,812
Change+683 (+10%)
Value$580.3K (+$19.4K)
Filed 2026-10-26
M Holdings Securities, Inc.
DECREASED
Shares7,457 from 235,674
Change-228,217 (-97%)
Value$577.0K (-$18.7M)
Filed 2026-11-03
MBE Wealth Management, LLC
INCREASED
Shares7,409 from 6,825
Change+584 (+9%)
Value$573.6K (+$11.6K)
Filed 2026-10-26
PDS Planning, Inc
DECREASED
Shares7,329 from 7,418
Change-89 (-1%)
Value$567.4K (-$43.4K)
Filed 2026-11-03
Peterson Wealth Advisors, LLC
INCREASED
Shares7,030 from 7,023
Change+7 (+0%)
Value$544.3K (-$34.0K)
Filed 2026-10-08
Shore Point Advisors, LLC
INCREASED
Shares6,908 from 6,533
Change+375 (+6%)
Value$534.9K (-$3.1K)
Filed 2026-10-14
Sovereign Investment Advisors, LLC
UNCHANGED
Shares6,862 from 6,862
Change0 (0%)
Value$531.3K (-$33.8K)
Filed 2026-11-09
Coston, McIsaac & Partners
INCREASED
Shares6,780 from 6,554
Change+226 (+3%)
Value$525.0K (-$14.0K)
Filed 2026-11-06
Stegent Equity Advisors, Inc.
UNCHANGED
Shares6,779 from 6,779
Change0 (0%)
Value$524.8K (-$33.4K)
Filed 2026-10-13
Capital Management Associates, Inc
DECREASED
Shares6,757 from 6,947
Change-190 (-3%)
Value$523.1K (-$48.9K)
Filed 2026-10-20
Stone Summit Wealth LLC
UNCHANGED
Shares6,737 from 6,737
Change0 (0%)
Value$521.6K (-$33.1K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares6,629 from 5,828
Change+801 (+14%)
Value$513.2K (+$33.3K)
Filed 2026-11-03
Approach Retirement Advisors, LLC
INCREASED
Shares6,577 from 6,571
Change+6 (+0%)
Value$509.2K (-$31.8K)
Filed 2026-10-22
Tranquility Partners, LLC
INCREASED
Shares6,534 from 6,171
Change+363 (+6%)
Value$507.2K (-$932)
Filed 2026-10-20
Cross Staff Investments Inc
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$503.2K (-$32.0K)
Filed 2026-10-22
Washington Trust Co
UNCHANGED
Shares6,410 from 6,410
Change0 (0%)
Value$496.3K (-$31.5K)
Filed 2026-10-22
CogentBlue Wealth Advisors, LLC
DECREASED
Shares6,402 from 7,610
Change-1,208 (-16%)
Value$495.6K (-$131.0K)
Filed 2026-10-09
Bill Few Associates, Inc.
UNCHANGED
Shares6,368 from 6,368
Change0 (0%)
Value$493.0K (-$31.3K)
Filed 2026-10-09
Accretive Wealth Partners, LLC
UNCHANGED
Shares6,343 from 6,343
Change0 (0%)
Value$491.1K (-$31.2K)
Filed 2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares6,197 from 6,488
Change-291 (-4%)
Value$479.8K (-$54.5K)
Filed 2026-11-04
Amarillo National Bank
UNCHANGED
Shares6,076 from 6,076
Change0 (0%)
Value$470.4K (-$29.9K)
Filed 2026-10-23
MBM Wealth Consultants, LLC
UNCHANGED
Shares6,065 from 6,065
Change0 (0%)
Value$469.6K (-$29.8K)
Filed 2026-10-20
Beacon Financial Advisory LLC
INCREASED
Shares6,054 from 5,828
Change+226 (+4%)
Value$468.7K (-$11.1K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,022 from 6,044
Change-22 (0%)
Value$466.3K (-$28.9K)
Filed 2026-10-13
Bfsg, LLC
INCREASED
Shares6,021 from 6,001
Change+20 (+0%)
Value$466.1K (-$28.0K)
Filed 2026-10-30
Legacy Advisors, LLC
INCREASED
Shares6,007 from 5,182
Change+825 (+16%)
Value$465.1K (+$38.4K)
Filed 2026-10-19
Smithfield Trust Co
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$460.0K (-$25.0K)
Filed 2026-11-09
K2 Financial Inc.
DECREASED
Shares5,794 from 5,797
Change-3 (0%)
Value$452.9K (-$20.7K)
Filed 2026-10-26
Sage Rhino Capital LLC
UNCHANGED
Shares5,769 from 5,769
Change0 (0%)
Value$446.7K (-$28.4K)
Filed 2026-10-28
Versant Capital Management, Inc
UNCHANGED
Shares5,704 from 5,704
Change0 (0%)
Value$441.6K (-$28.1K)
Filed 2026-10-02
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares5,685 from 6,297
Change-612 (-10%)
Value$440.1K (-$78.4K)
Filed 2026-10-14
Cyndeo Wealth Partners, LLC
DECREASED
Shares5,660 from 5,744
Change-84 (-1%)
Value$438.2K (-$34.8K)
Filed 2026-10-16
Winebrenner Capital Management LLC
DECREASED
Shares5,630 from 6,156
Change-526 (-9%)
Value$435.9K (-$71.0K)
Filed 2026-10-07
Cornerstone Advisory, LLC
UNCHANGED
Shares5,628 from 5,628
Change0 (0%)
Value$435.7K (-$27.7K)
Filed 2026-11-06
UMB Bank, n.a.
DECREASED
Shares5,576 from 6,030
Change-454 (-8%)
Value$431.7K (-$64.8K)
Filed 2026-11-06
Accredited Investor Services, LLC
UNCHANGED
Shares5,555 from 5,555
Change0 (0%)
Value$430.1K (-$27.3K)
Filed 2026-10-22
Angeles Wealth Management, LLC
UNCHANGED
Shares5,507 from 5,507
Change0 (0%)
Value$426.3K (-$27.1K)
Filed 2026-10-26
RKL Wealth Management LLC
INCREASED
Shares5,481 from 4,453
Change+1,028 (+23%)
Value$424.3K (+$57.7K)
Filed 2026-10-16
Baker Avenue Asset Management, LP
INCREASED
Shares5,412 from 4,992
Change+420 (+8%)
Value$419.0K (+$7.9K)
Filed 2026-11-06
Oder Investment Management, LLC
INCREASED
Shares5,390 from 5,055
Change+335 (+7%)
Value$417.3K (+$1.1K)
Filed 2026-11-09
Heartwood Wealth Advisors LLC
UNCHANGED
Shares5,302 from 5,302
Change0 (0%)
Value$410.5K (-$26.1K)
Filed 2026-10-05
Mustard Seed Financial, LLC
INCREASED
Shares5,271 from 5,268
Change+3 (+0%)
Value$408.1K (-$25.7K)
Filed 2026-10-30
Joel Isaacson & Co., LLC
DECREASED
Shares5,259 from 5,815
Change-556 (-10%)
Value$407.2K (-$71.7K)
Filed 2026-11-05
Quarry Hill Advisors, LLC
INCREASED
Shares5,186 from 3,362
Change+1,824 (+54%)
Value$401.5K (+$124.7K)
Filed 2026-11-04
Argent Trust Co
UNCHANGED
Shares5,172 from 5,172
Change0 (0%)
Value$400.4K (-$25.4K)
Filed 2026-11-09
McClarren Financial Advisors, Inc.
INCREASED
Shares5,163 from 4,477
Change+686 (+15%)
Value$399.7K (+$31.1K)
Filed 2026-10-15
Fisher Asset Management, LLC
INCREASED
Shares5,107 from 3,483
Change+1,624 (+47%)
Value$395.4K (+$108.6K)
Filed 2026-11-06
Infinity Wealth Counsel, LLC
INCREASED
Shares5,047 from 4,507
Change+540 (+12%)
Value$390.7K (+$19.6K)
Filed 2026-10-15
Milestone Asset Management Group, LLC
INCREASED
Shares4,985 from 4,979
Change+6 (+0%)
Value$386.0K (-$24.0K)
Filed 2026-10-20
Abacus Planning Group, Inc.
UNCHANGED
Shares4,975 from 4,975
Change0 (0%)
Value$385.2K (-$24.5K)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares4,964 from 305
Change+4,659 (+1528%)
Value$384.3K (+$359.2K)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares4,945 from 3,355
Change+1,590 (+47%)
Value$382.8K (+$106.6K)
Filed 2026-11-03
Meritas Wealth Management, LLC
UNCHANGED
Shares4,814 from 4,814
Change0 (0%)
Value$372.7K (-$23.7K)
Filed 2026-10-14
Montis Financial, LLC
INCREASED
Shares4,800 from 4,771
Change+29 (+1%)
Value$371.6K (-$21.3K)
Filed 2026-11-04
Arbor Wealth Advisors LLC
UNCHANGED
Shares4,765 from 4,765
Change0 (0%)
Value$368.9K (-$23.4K)
Filed 2026-10-09
Norden Group LLC
INCREASED
Shares4,757 from 4,756
Change+1 (+0%)
Value$368.3K (-$23.3K)
Filed 2026-10-20
Avant Financial Advisors LLC
UNCHANGED
Shares4,704 from 4,704
Change0 (0%)
Value$364.2K (-$23.1K)
Filed 2026-11-02
Two West Capital Advisors LLC
UNCHANGED
Shares4,697 from 4,697
Change0 (0%)
Value$365.5K (-$12.6K)
Filed 2026-10-15
Francis Financial, Inc.
UNCHANGED
Shares4,665 from 4,665
Change0 (0%)
Value$361.2K (-$23.0K)
Filed 2026-11-09
Five Oceans Advisors
DECREASED
Shares4,657 from 26,524
Change-21,867 (-82%)
Value$360.5K (-$1.8M)
Filed 2026-10-22
Independent Financial Group, LLC
DECREASED
Shares4,553 from 4,561
Change-8 (0%)
Value$352.5K (-$23.1K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares4,435 from 3,928
Change+507 (+13%)
Value$343.3K (+$19.9K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares4,430 from 8,392
Change-3,962 (-47%)
Value$343.0K (-$348.0K)
Filed 2026-10-27
Richards, Merrill & Peterson, Inc.
INCREASED
Shares4,426 from 4,425
Change+1 (+0%)
Value$342.7K (-$21.7K)
Filed 2026-10-19
Prudent Investor Advisors, LLC
NEW
Shares4,398
Change+4,398
Value$340.5K
Filed 2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED
Shares4,367 from 3,729
Change+638 (+17%)
Value$338.1K (+$31.1K)
Filed 2026-11-02
Silver Oak Advisory Group, Inc.
INCREASED
Shares4,361 from 4,058
Change+303 (+7%)
Value$337.6K (+$3.6K)
Filed 2026-11-06
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares4,335 from 4,335
Change0 (0%)
Value$335.6K (-$21.3K)
Filed 2026-10-07
Global Trust Wealth Management LLC
DECREASED
Shares4,257 from 4,411
Change-154 (-3%)
Value$329.6K (-$33.6K)
Filed 2026-10-14
Valued Wealth Advisors LLC
DECREASED
Shares4,156 from 4,167
Change-11 (0%)
Value$321.7K (-$21.4K)
Filed 2026-11-05
Old Peak Finance LLC
DECREASED
Shares4,108 from 4,124
Change-16 (0%)
Value$318.1K (-$21.5K)
Filed 2026-11-02
One Way Holdings LLC
UNCHANGED
Shares4,099 from 4,099
Change0 (0%)
Value$317.3K (-$20.2K)
Filed 2026-10-29
Towneley Capital Management, Inc / de
INCREASED
Shares4,074 from 4,064
Change+10 (+0%)
Value$315.4K (-$19.2K)
Filed 2026-10-09
Busey Bank
INCREASED
Shares4,043 from 3,431
Change+612 (+18%)
Value$313.0K (+$30.5K)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
INCREASED
Shares4,040 from 2,806
Change+1,234 (+44%)
Value$312.8K (+$81.8K)
Filed 2026-10-21
BOS Asset Management, LLC
INCREASED
Shares4,006 from 4,005
Change+1 (+0%)
Value$310.1K (-$19.6K)
Filed 2026-10-09
Ridgewood Investments LLC
INCREASED
Shares3,984 from 3,981
Change+3 (+0%)
Value$308.4K (-$19.4K)
Filed 2026-10-05
Avantax Planning Partners, Inc.
INCREASED
Shares3,970 from 3,870
Change+100 (+3%)
Value$307.4K (-$11.3K)
Filed 2026-11-03
Summit Asset Management, LLC
UNCHANGED
Shares3,962 from 3,962
Change0 (0%)
Value$306.7K (-$19.5K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares3,945 from 3,945
Change0 (0%)
Value$305.4K (-$19.4K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED
Shares3,881 from 3,583
Change+298 (+8%)
Value$300.5K (+$5.4K)
Filed 2026-10-23
MBL Wealth, LLC
UNCHANGED
Shares3,738 from 3,738
Change0 (0%)
Value$289.4K (-$18.4K)
Filed 2026-10-22
Next Level Wealth Planning, LLC
UNCHANGED
Shares3,659 from 3,659
Change0 (0%)
Value$283.3K (-$18.0K)
Filed 2026-10-29
Compass Ion Advisors, LLC
INCREASED
Shares3,617 from 3,609
Change+8 (+0%)
Value$280.1K (-$17.1K)
Filed 2026-10-23
Cascade Investment Group, Inc.
NEW
Shares3,588
Change+3,588
Value$277.8K
Filed 2026-10-13
Montz Harcus Wealth Management LLC
INCREASED
Shares3,581 from 3,572
Change+9 (+0%)
Value$277.3K (-$16.9K)
Filed 2026-10-09
3 Factor Indexing, LLC
UNCHANGED
Shares3,578 from 3,578
Change0 (0%)
Value$277.0K (-$17.6K)
Filed 2026-10-15
Burton Enright Welch
NEW
Shares3,566
Change+3,566
Value$276.1K
Filed 2026-11-04
Walleye Partners, LLC
DECREASED
Shares3,534 from 5,185
Change-1,651 (-32%)
Value$273.6K (-$153.3K)
Filed 2026-10-13
Fortis Capital Advisors, LLC
UNCHANGED
Shares3,436 from 3,436
Change0 (0%)
Value$266.0K (-$16.9K)
Filed 2026-11-09
Belpointe Asset Management LLC
UNCHANGED
Shares3,436 from 3,436
Change0 (0%)
Value$266.0K (-$16.9K)
Filed 2026-11-09
RAM Investment Partners, LLC
INCREASED
Shares3,342 from 3,335
Change+7 (+0%)
Value$258.7K (-$15.9K)
Filed 2026-10-21
Regions Financial Corp
DECREASED
Shares3,341 from 3,514
Change-173 (-5%)
Value$258.7K (-$30.7K)
Filed 2026-11-05
Family Investment Center, Inc.
DECREASED
Shares3,320 from 3,448
Change-128 (-4%)
Value$257.0K (-$26.9K)
Filed 2026-10-19
Opus Financial Solutions LLC
UNCHANGED
Shares3,297 from 3,297
Change0 (0%)
Value$255.3K (-$16.2K)
Filed 2026-11-06
Glenview Trust Co
UNCHANGED
Shares3,235 from 3,235
Change0 (0%)
Value$250.5K (-$15.9K)
Filed 2026-10-28
Tred Avon Family Wealth, LLC
UNCHANGED
Shares3,210 from 3,210
Change0 (0%)
Value$248.5K (-$15.8K)
Filed 2026-10-20
WealthSpring Partners, LLC
DECREASED
Shares3,155 from 4,327
Change-1,172 (-27%)
Value$244.2K (-$112.0K)
Filed 2026-10-14
Triad Wealth Partners, LLC
DECREASED
Shares3,122 from 3,254
Change-132 (-4%)
Value$241.7K (-$26.1K)
Filed 2026-10-26
Arista Wealth Management, LLC
UNCHANGED
Shares3,109 from 3,109
Change0 (0%)
Value$240.7K (-$15.3K)
Filed 2026-10-29
Oath Planning, LLC
INCREASED
Shares3,106 from 3,071
Change+35 (+1%)
Value$240.5K (-$12.4K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$238.1K (-$15.1K)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares3,071 from 3,071
Change0 (0%)
Value$237.8K (-$15.1K)
Filed 2026-10-26
Oak Wealth Advisors LLC
UNCHANGED
Shares3,066 from 3,066
Change0 (0%)
Value$237.4K (-$15.1K)
Filed 2026-11-09
Quadrant Private Wealth Management, LLC
DECREASED
Shares3,065 from 3,365
Change-300 (-9%)
Value$237.3K (-$39.8K)
Filed 2026-11-04
Marino, Stram & Associates LLC
INCREASED
Shares3,052 from 2,893
Change+159 (+6%)
Value$236.3K (-$2.0K)
Filed 2026-10-22
Lantz Financial LLC
UNCHANGED
Shares3,004 from 3,004
Change0 (0%)
Value$232.6K (-$14.8K)
Filed 2026-10-15
Signaturefd, LLC
UNCHANGED
Shares3,002 from 3,002
Change0 (0%)
Value$232.4K (-$14.7K)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$231.1K (-$14.7K)
Filed 2026-10-30
Tempo Wealth, LLC
NEW
Shares2,903
Change+2,903
Value$224.7K
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares2,903
Change+2,903
Value$224.7K
Filed 2026-10-14
Madrona Financial Services, LLC
UNCHANGED
Shares2,899 from 2,899
Change0 (0%)
Value$224.4K (-$14.3K)
Filed 2026-10-23
Facet Wealth, Inc.
NEW
Shares2,844
Change+2,844
Value$220.2K
Filed 2026-11-04
McGrath & Associates, Inc.
UNCHANGED
Shares2,778 from 2,778
Change0 (0%)
Value$215.1K (-$13.7K)
Filed 2026-10-27
Kathmere Capital Management, LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$214.8K (-$13.7K)
Filed 2026-10-20
Fairvoy Private Wealth, LLC
UNCHANGED
Shares2,765 from 2,765
Change0 (0%)
Value$214.1K (-$13.6K)
Filed 2026-10-19
Summit Financial Strategies, Inc.
UNCHANGED
Shares2,747 from 2,747
Change0 (0%)
Value$212.7K (-$13.5K)
Filed 2026-10-14
Trust Point Inc.
UNCHANGED
Shares2,722 from 2,722
Change0 (0%)
Value$210.7K (-$13.4K)
Filed 2026-10-27
Elevated Financial Group LLC
DECREASED
Shares2,697 from 2,972
Change-275 (-9%)
Value$208.8K (-$35.9K)
Filed 2026-10-16
SLT Holdings LLC
NEW
Shares2,695
Change+2,695
Value$208.6K
Filed 2026-10-15
WMG Financial Advisors, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$218.2K ($0)
Filed 2026-10-28
Stolz & Associates, PS
UNCHANGED
Shares2,647 from 2,647
Change0 (0%)
Value$204.9K (-$13.0K)
Filed 2026-11-05
Kennebec Savings Bank
DECREASED
Shares2,589 from 2,682
Change-93 (-3%)
Value$200.4K (-$20.4K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,409 from 2,361
Change+48 (+2%)
Value$186.5K (-$7.9K)
Filed 2026-11-03
Newton One Investments LLC
INCREASED
Shares2,326 from 2,323
Change+3 (+0%)
Value$180.1K (-$11.2K)
Filed 2026-10-14
Bokf, NA
DECREASED
Shares1,963 from 2,443
Change-480 (-20%)
Value$152.0K (-$49.2K)
Filed 2026-10-27
TFC Financial Management, Inc.
DECREASED
Shares1,806 from 1,842
Change-36 (-2%)
Value$139.8K (-$11.9K)
Filed 2026-10-26
Bessemer Group Inc
INCREASED
Shares1,769 from 304
Change+1,465 (+482%)
Value$115.0K (+$92.0K)
Filed 2026-11-09
Rachor Investment Advisory Services, LLC
INCREASED
Shares1,722 from 1,701
Change+21 (+1%)
Value$133.3K (-$6.7K)
Filed 2026-10-29
Gamma Investing LLC
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$133.3K (-$8.5K)
Filed 2026-10-08
Fairman Group, LLC
UNCHANGED
Shares1,572 from 1,572
Change0 (0%)
Value$121.7K (-$7.7K)
Filed 2026-10-26
Sawyer & Company, Inc
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$121.2K (-$7.7K)
Filed 2026-10-21
True Wealth Design, LLC
DECREASED
Shares1,539 from 1,600
Change-61 (-4%)
Value$119.2K (-$12.6K)
Filed 2026-10-13
Center for Financial Planning, Inc.
UNCHANGED
Shares1,518 from 1,518
Change0 (0%)
Value$117.5K (-$7.5K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,442 from 1,442
Change0 (0%)
Value$111.6K (-$7.1K)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares1,323 from 1,097
Change+226 (+21%)
Value$102.4K (+$12.1K)
Filed 2026-10-26
Trust Co of Vermont
UNCHANGED
Shares1,165 from 1,165
Change0 (0%)
Value$90.2K (-$5.7K)
Filed 2026-10-21
Hilltop National Bank
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$85.9K (-$5.5K)
Filed 2026-10-14
Centennial Bank
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$78.6K (-$5.0K)
Filed 2026-11-09
Lowe Brockenbrough & Co Inc
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$75.2K (-$4.8K)
Filed 2026-11-09
Meriwether Wealth & Planning, LLC
NEW
Shares935
Change+935
Value$72.4K
Filed 2026-10-13
Hantz Financial Services, Inc.
DECREASED
Shares934 from 1,201
Change-267 (-22%)
Value$72.0K (-$27.0K)
Filed 2026-11-09
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$71.1K (-$4.5K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares915 from 913
Change+2 (+0%)
Value$70.9K (-$4.3K)
Filed 2026-10-26
Clark Wealth Partners
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$65.2K (-$4.1K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$60.4K (-$3.8K)
Filed 2026-10-28
Pacific Center for Financial Services
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$57.0K (-$3.6K)
Filed 2026-10-15
Golden State Wealth Management, LLC
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$57.0K (-$3.6K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$56.3K (-$3.6K)
Filed 2026-10-23
Godfrey Financial Associates, Inc.
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$55.3K (-$3.5K)
Filed 2026-11-10
Geneos Wealth Management Inc.
DECREASED
Shares712 from 718
Change-6 (-1%)
Value$55.1K (-$4.0K)
Filed 2026-11-09
BankChampaign, National Association
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$52.9K (-$3.4K)
Filed 2026-10-19
Blue Trust, Inc.
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$52.0K (-$3.3K)
Filed 2026-10-15
Grove Bank & Trust
DECREASED
Shares649 from 886
Change-237 (-27%)
Value$50.2K (-$22.7K)
Filed 2026-10-08
Peterson Wealth Management
INCREASED
Shares645 from 643
Change+2 (+0%)
Value$49.9K (-$3.0K)
Filed 2026-11-06
Farmers & Merchants Investments Inc
NEW
Shares618
Change+618
Value$47.8K
Filed 2026-10-22
Walsh & Associates, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$46.5K (-$3.0K)
Filed 2026-11-09
Chilton Capital Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$46.5K (-$3.0K)
Filed 2026-10-28
First United Bank & Trust
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$45.3K (-$2.9K)
Filed 2026-10-22
Cullen T Bankers, Inc.
NEW
Shares574
Change+574
Value$44.4K
Filed 2026-10-28
Russell Investments Group, Ltd.
INCREASED
Shares427 from 38
Change+389 (+1024%)
Value$33.1K (+$29.9K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares387
Change+387
Value$30.0K
Filed 2026-11-03
Gleason Group, Inc.
INCREASED
Shares379 from 378
Change+1 (+0%)
Value$29.4K (-$1.8K)
Filed 2026-10-15
City State Bank
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$29.0K (-$1.8K)
Filed 2026-10-20
American Capital Advisory, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$27.1K (-$1.7K)
Filed 2026-10-28
First Community Trust NA
DECREASED
Shares318 from 1,068
Change-750 (-70%)
Value$24.6K (-$63.3K)
Filed 2026-10-07
Pittenger & Anderson Inc
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$24.1K (-$1.5K)
Filed 2026-11-02
Southern Michigan Bank & Trust
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$22.7K (-$1.4K)
Filed 2026-10-19
SouthState Bank Corp
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$21.1K (-$1.3K)
Filed 2026-11-09
United Community Bank
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$20.9K (-$1.3K)
Filed 2026-10-28
SYM Financial Corp
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$19.7K (-$1.2K)
Filed 2026-10-26
Compass Financial Management LLC
NEW
Shares227
Change+227
Value$17.6K
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.7K (-$722)
Filed 2026-11-02
Catherine Avery Investment Management LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$15.3K (-$974)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$15.1K (-$960)
Filed 2026-10-27
Morling Financial Advisors, LLC
DECREASED
Shares192 from 303
Change-111 (-37%)
Value$14.9K (-$10.1K)
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares180
Change+180
Value$14.0K
Filed 2026-10-27
Kings Path Partners LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$11.5K (-$728)
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$8.0K (-$507)
Filed 2026-10-26
Private Wealth Management Group, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$6.0K (-$379)
Filed 2026-10-19
Cranbrook Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.9K (-$246)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares35 from 728
Change-693 (-95%)
Value$2.7K (-$57.2K)
Filed 2026-10-08
Cornerstone National Bank & Trust Co
NEW
Shares24
Change+24
Value$1.9K
Filed 2026-10-20
Citigroup Inc
NEW
Shares1
Change+1
Value$77
Filed 2026-11-04
Root Financial Partners, LLC
CLOSED
Shares0 from 2,329,592
Change-2,329,592 (-100%)
Value$0 (-$191.8M)
Filed 2026-10-21
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 1,235,907
Change-1,235,907 (-100%)
Value$0 (-$101.8M)
Filed 2026-11-05
HighTower Advisors, LLC
CLOSED
Shares0 from 1,127,524
Change-1,127,524 (-100%)
Value$0 (-$92.8M)
Filed 2026-11-10
Choreo, LLC
CLOSED
Shares0 from 358,848
Change-358,848 (-100%)
Value$0 (-$29.5M)
Filed 2026-10-28
Market Street Wealth Management Advisors LLC
CLOSED
Shares0 from 354,823
Change-354,823 (-100%)
Value$0 (-$29.2M)
Filed 2026-10-09
Builder Investment Group Inc
CLOSED
Shares0 from 324,817
Change-324,817 (-100%)
Value$0 (-$26.7M)
Filed 2026-10-22
Tilson Financial Group, Inc.
CLOSED
Shares0 from 314,786
Change-314,786 (-100%)
Value$0 (-$25.9M)
Filed 2026-11-09
Harbour Investments, Inc.
CLOSED
Shares0 from 239,327
Change-239,327 (-100%)
Value$0 (-$19.7M)
Filed 2026-11-09
True Link Financial Advisors, LLC
CLOSED
Shares0 from 220,656
Change-220,656 (-100%)
Value$0 (-$18.2M)
Filed 2026-10-27
B&D White Capital Company, LLC
CLOSED
Shares0 from 185,231
Change-185,231 (-100%)
Value$0 (-$15.3M)
Filed 2026-11-02
Waterfront Wealth Inc.
CLOSED
Shares0 from 129,369
Change-129,369 (-100%)
Value$0 (-$10.5M)
Filed 2026-11-03
TFO Wealth Partners, LLC
CLOSED
Shares0 from 123,258
Change-123,258 (-100%)
Value$0 (-$10.1M)
Filed 2026-11-09
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 120,763
Change-120,763 (-100%)
Value$0 (-$9.9M)
Filed 2026-10-20
Kestra Advisory Services, LLC
CLOSED
Shares0 from 120,004
Change-120,004 (-100%)
Value$0 (-$9.9M)
Filed 2026-11-02
Aspiriant, LLC
CLOSED
Shares0 from 113,295
Change-113,295 (-100%)
Value$0 (-$9.3M)
Filed 2026-10-16
Demming Financial Services Corp
CLOSED
Shares0 from 108,962
Change-108,962 (-100%)
Value$0 (-$9.0M)
Filed 2026-11-09
Kestra Investment Management, LLC
CLOSED
Shares0 from 81,423
Change-81,423 (-100%)
Value$0 (-$6.7M)
Filed 2026-11-04
Well Done, LLC
CLOSED
Shares0 from 79,436
Change-79,436 (-100%)
Value$0 (-$6.5M)
Filed 2026-10-20
First Financial Group Corp
CLOSED
Shares0 from 78,084
Change-78,084 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 61,310
Change-61,310 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-16
MGO One Seven LLC
CLOSED
Shares0 from 60,779
Change-60,779 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-28
BCM Advisors, LLC
CLOSED
Shares0 from 53,519
Change-53,519 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-03
Armor Investment Advisors, LLC
CLOSED
Shares0 from 48,091
Change-48,091 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-27
Spectrum Advisors, Inc.
CLOSED
Shares0 from 47,041
Change-47,041 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-03
Freedom Investment Management, Inc.
CLOSED
Shares0 from 45,114
Change-45,114 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-09
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 43,996
Change-43,996 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 40,345
Change-40,345 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-04
Mayfair Advisory Group, LLC
CLOSED
Shares0 from 31,747
Change-31,747 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-20
AlphaCore Capital LLC
CLOSED
Shares0 from 25,606
Change-25,606 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-04
Bullock Wealth Management Group
CLOSED
Shares0 from 23,175
Change-23,175 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-09
Oarsman Capital, Inc.
CLOSED
Shares0 from 21,580
Change-21,580 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 19,251
Change-19,251 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-22
Align Financial, LLC
CLOSED
Shares0 from 17,597
Change-17,597 (-100%)
Value$0 (-$144.9K)
Filed 2026-10-16
Prospera Financial Services Inc
CLOSED
Shares0 from 17,442
Change-17,442 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Cathy Pareto & Associates, Inc
CLOSED
Shares0 from 15,769
Change-15,769 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-15
Financial Insights, Inc.
CLOSED
Shares0 from 15,169
Change-15,169 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 14,306
Change-14,306 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
United Advisor Group, LLC
CLOSED
Shares0 from 14,138
Change-14,138 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 13,535
Change-13,535 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Porter White Investment Advisors, Inc.
CLOSED
Shares0 from 11,055
Change-11,055 (-100%)
Value$0 (-$910.2K)
Filed 2026-10-14
Citizens Financial Group Inc
CLOSED
Shares0 from 10,879
Change-10,879 (-100%)
Value$0 (-$895.8K)
Filed 2026-10-23
Integrity Alliance, Llc.
CLOSED
Shares0 from 10,278
Change-10,278 (-100%)
Value$0 (-$846.3K)
Filed 2026-10-29
Lynx Investment Advisory
CLOSED
Shares0 from 9,930
Change-9,930 (-100%)
Value$0 (-$817.6K)
Filed 2026-10-27
Archford Capital Strategies, LLC
CLOSED
Shares0 from 9,110
Change-9,110 (-100%)
Value$0 (-$750.1K)
Filed 2026-10-19
Capital Investment Advisors, LLC
CLOSED
Shares0 from 8,670
Change-8,670 (-100%)
Value$0 (-$713.9K)
Filed 2026-10-22
Sowell Financial Services LLC
CLOSED
Shares0 from 8,023
Change-8,023 (-100%)
Value$0 (-$660.6K)
Filed 2026-10-23
Sensenig Capital Advisors, Inc
CLOSED
Shares0 from 7,966
Change-7,966 (-100%)
Value$0 (-$655.9K)
Filed 2026-10-23
Allegiance Financial Group Advisory Services LLC
CLOSED
Shares0 from 7,714
Change-7,714 (-100%)
Value$0 (-$635.2K)
Filed 2026-11-02
S.A. Mason LLC
CLOSED
Shares0 from 7,588
Change-7,588 (-100%)
Value$0 (-$624.8K)
Filed 2026-10-13
Watershed Private Wealth LLC
CLOSED
Shares0 from 7,454
Change-7,454 (-100%)
Value$0 (-$613.8K)
Filed 2026-10-30
Level Four Advisory Services, LLC
CLOSED
Shares0 from 6,398
Change-6,398 (-100%)
Value$0 (-$526.9K)
Filed 2026-11-06
HB Wealth Management, LLC
CLOSED
Shares0 from 5,884
Change-5,884 (-100%)
Value$0 (-$484.6K)
Filed 2026-10-23
Bdfs Capital LLC
CLOSED
Shares0 from 5,850
Change-5,850 (-100%)
Value$0 (-$481.7K)
Filed 2026-10-14
Parallel Advisors, LLC
CLOSED
Shares0 from 5,293
Change-5,293 (-100%)
Value$0 (-$435.8K)
Filed 2026-11-03
Financial Security Advisor, Inc.
CLOSED
Shares0 from 5,069
Change-5,069 (-100%)
Value$0 (-$417.4K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 4,896
Change-4,896 (-100%)
Value$0 (-$403.2K)
Filed 2026-10-14
Nwam LLC
CLOSED
Shares0 from 4,880
Change-4,880 (-100%)
Value$0 (-$401.8K)
Filed 2026-11-09
Frank, Rimerman Advisors LLC
CLOSED
Shares0 from 4,582
Change-4,582 (-100%)
Value$0 (-$377.4K)
Filed 2026-10-16
North Capital, Inc.
CLOSED
Shares0 from 4,083
Change-4,083 (-100%)
Value$0 (-$336.2K)
Filed 2026-10-16
Poinciana Advisors Group, LLC
CLOSED
Shares0 from 3,803
Change-3,803 (-100%)
Value$0 (-$313.1K)
Filed 2026-11-06
Daytona Street Capital LLC
CLOSED
Shares0 from 3,784
Change-3,784 (-100%)
Value$0 (-$307.1K)
Filed 2026-10-15
Penobscot Investment Management Company, Inc.
CLOSED
Shares0 from 3,440
Change-3,440 (-100%)
Value$0 (-$283.3K)
Filed 2026-10-26
West Wealth Group, LLC
CLOSED
Shares0 from 3,362
Change-3,362 (-100%)
Value$0 (-$276.9K)
Filed 2026-10-14
Aspirean Wealth, LLC
CLOSED
Shares0 from 3,358
Change-3,358 (-100%)
Value$0 (-$276.5K)
Filed 2026-11-03
Bison Wealth, LLC
CLOSED
Shares0 from 3,315
Change-3,315 (-100%)
Value$0 (-$270.8K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 3,116
Change-3,116 (-100%)
Value$0 (-$256.6K)
Filed 2026-11-04
Ares Financial Consulting, LLC
CLOSED
Shares0 from 3,021
Change-3,021 (-100%)
Value$0 (-$248.7K)
Filed 2026-10-19
Retirement Planning Group, LLC
CLOSED
Shares0 from 2,991
Change-2,991 (-100%)
Value$0 (-$246.3K)
Filed 2026-10-19
Robinswood Financial LLC
CLOSED
Shares0 from 2,927
Change-2,927 (-100%)
Value$0 (-$241.0K)
Filed 2026-10-20
Quadrant Capital Group LLC
CLOSED
Shares0 from 2,866
Change-2,866 (-100%)
Value$0 (-$236.0K)
Filed 2026-10-20
Silverlake Wealth Management LLC
CLOSED
Shares0 from 2,724
Change-2,724 (-100%)
Value$0 (-$224.3K)
Filed 2026-10-21
Everhart Financial Group, Inc.
CLOSED
Shares0 from 2,702
Change-2,702 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-08
Meadow Creek Wealth Advisors LLC
CLOSED
Shares0 from 2,606
Change-2,606 (-100%)
Value$0 (-$214.6K)
Filed 2026-11-02
FinDec Wealth Services, Inc.
CLOSED
Shares0 from 2,495
Change-2,495 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-30
One Day In July LLC
CLOSED
Shares0 from 2,494
Change-2,494 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-30
Woodside Wealth Management LLC
CLOSED
Shares0 from 2,433
Change-2,433 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
CLOSED
Shares0 from 2,131
Change-2,131 (-100%)
Value$0 (-$175.5K)
Filed 2026-10-30
Lodestone Wealth Management LLC
CLOSED
Shares0 from 1,749
Change-1,749 (-100%)
Value$0 (-$144.0K)
Filed 2026-10-14
Aspect Partners, LLC
CLOSED
Shares0 from 1,706
Change-1,706 (-100%)
Value$0 (-$140.5K)
Filed 2026-10-20
Highland Investment Advisors LLC
CLOSED
Shares0 from 1,624
Change-1,624 (-100%)
Value$0 (-$133.7K)
Filed 2026-11-09
Park National Corp
CLOSED
Shares0 from 1,419
Change-1,419 (-100%)
Value$0 (-$116.8K)
Filed 2026-10-05
Trust Co
CLOSED
Shares0 from 1,377
Change-1,377 (-100%)
Value$0 (-$113.4K)
Filed 2026-10-09
Horizon Financial Services, LLC
CLOSED
Shares0 from 890
Change-890 (-100%)
Value$0 (-$73.3K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 874
Change-874 (-100%)
Value$0 (-$72.0K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 778
Change-778 (-100%)
Value$0 (-$64.1K)
Filed 2026-10-16
Quent Capital, LLC
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$50.7K)
Filed 2026-11-09
Salem Investment Counselors Inc
CLOSED
Shares0 from 537
Change-537 (-100%)
Value$0 (-$44.2K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
CLOSED
Shares0 from 415
Change-415 (-100%)
Value$0 (-$34.2K)
Filed 2026-11-04
Hughes Financial Services, LLC
CLOSED
Shares0 from 372
Change-372 (-100%)
Value$0 (-$30.6K)
Filed 2026-10-30
Creative Capital Management Investments LLC
CLOSED
Shares0 from 343
Change-343 (-100%)
Value$0 (-$28.2K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
CLOSED
Shares0 from 311
Change-311 (-100%)
Value$0 (-$25.6K)
Filed 2026-11-03
Transce3nd, LLC
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$24.0K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 287
Change-287 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-16
Highline Wealth Partners LLC
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$22.1K)
Filed 2026-10-19
Nemes Rush Group LLC
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$22.1K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-27
Birchwood Financial Partners, Inc.
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$10.4K)
Filed 2026-11-02
Creative Financial Designs Inc
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-04
Bangor Savings Bank
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-06
Archer Investment Corp
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-05
Northern Trust Corp
N/A
Shares— from 9,449,673
Change-9,449,673 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,821,323
Change-6,821,323 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,276,884
Change-3,276,884 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,262,743
Change-3,262,743 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,874,508
Change-1,874,508 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,506,590
Change-1,506,590 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,200,879
Change-1,200,879 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 1,178,528
Change-1,178,528 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,127,165
Change-1,127,165 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,067,070
Change-1,067,070 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 943,404
Change-943,404 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 908,781
Change-908,781 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 878,685
Change-878,685 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 820,209
Change-820,209 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 704,902
Change-704,902 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 685,880
Change-685,880 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 679,277
Change-679,277 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 676,193
Change-676,193 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 511,228
Change-511,228 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 505,291
Change-505,291 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 492,155
Change-492,155 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 420,312
Change-420,312 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 399,583
Change-399,583 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 368,474
Change-368,474 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 361,150
Change-361,150 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 320,063
Change-320,063 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 309,328
Change-309,328 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 304,730
Change-304,730 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 300,501
Change-300,501 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 298,118
Change-298,118 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 295,411
Change-295,411 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 290,953
Change-290,953 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 283,052
Change-283,052 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 274,915
Change-274,915 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 271,181
Change-271,181 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 253,917
Change-253,917 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 251,896
Change-251,896 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 248,065
Change-248,065 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 241,729
Change-241,729 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 236,987
Change-236,987 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 224,550
Change-224,550 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 214,183
Change-214,183 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 193,874
Change-193,874 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 185,715
Change-185,715 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 184,557
Change-184,557 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 183,701
Change-183,701 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 180,549
Change-180,549 (-100%)
Value—
Invst, LLC
N/A
Shares— from 177,551
Change-177,551 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 176,436
Change-176,436 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 175,491
Change-175,491 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 173,609
Change-173,609 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 173,300
Change-173,300 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 168,970
Change-168,970 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 163,345
Change-163,345 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 159,251
Change-159,251 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 155,022
Change-155,022 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 152,737
Change-152,737 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 152,676
Change-152,676 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 149,093
Change-149,093 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 147,590
Change-147,590 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 146,985
Change-146,985 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 143,153
Change-143,153 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 141,095
Change-141,095 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 138,463
Change-138,463 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 135,563
Change-135,563 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 130,300
Change-130,300 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 127,129
Change-127,129 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 125,618
Change-125,618 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 120,162
Change-120,162 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 108,722
Change-108,722 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 105,196
Change-105,196 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 103,413
Change-103,413 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 102,255
Change-102,255 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 97,484
Change-97,484 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 97,198
Change-97,198 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 95,451
Change-95,451 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 93,925
Change-93,925 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 92,604
Change-92,604 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 89,442
Change-89,442 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 86,944
Change-86,944 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 82,505
Change-82,505 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 78,782
Change-78,782 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 75,923
Change-75,923 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 73,811
Change-73,811 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 72,051
Change-72,051 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 71,522
Change-71,522 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 67,765
Change-67,765 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 66,348
Change-66,348 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 65,459
Change-65,459 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 64,953
Change-64,953 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 64,849
Change-64,849 (-100%)
Value—
Commerce Bank
N/A
Shares— from 63,548
Change-63,548 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 63,017
Change-63,017 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 61,391
Change-61,391 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 60,199
Change-60,199 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 58,515
Change-58,515 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 58,064
Change-58,064 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 55,580
Change-55,580 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 51,481
Change-51,481 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 50,038
Change-50,038 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 49,574
Change-49,574 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 49,544
Change-49,544 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 48,508
Change-48,508 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 47,652
Change-47,652 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 46,493
Change-46,493 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 45,917
Change-45,917 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 45,766
Change-45,766 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 45,609
Change-45,609 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 45,601
Change-45,601 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 44,514
Change-44,514 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 43,932
Change-43,932 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 43,323
Change-43,323 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 42,788
Change-42,788 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 41,664
Change-41,664 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 41,563
Change-41,563 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 40,946
Change-40,946 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 40,587
Change-40,587 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 39,872
Change-39,872 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 39,225
Change-39,225 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 39,173
Change-39,173 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 39,103
Change-39,103 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 38,124
Change-38,124 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 37,754
Change-37,754 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 37,228
Change-37,228 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 36,335
Change-36,335 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 35,623
Change-35,623 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 35,059
Change-35,059 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 34,947
Change-34,947 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 33,690
Change-33,690 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 30,842
Change-30,842 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 30,773
Change-30,773 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 29,439
Change-29,439 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 28,886
Change-28,886 (-100%)
Value—
FCA Corp
N/A
Shares— from 28,582
Change-28,582 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 28,517
Change-28,517 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 28,357
Change-28,357 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 27,989
Change-27,989 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,504
Change-27,504 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 26,362
Change-26,362 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 24,713
Change-24,713 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 22,237
Change-22,237 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 21,835
Change-21,835 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 21,617
Change-21,617 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 21,127
Change-21,127 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 20,516
Change-20,516 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 20,377
Change-20,377 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 20,009
Change-20,009 (-100%)
Value—
&partners
N/A
Shares— from 19,356
Change-19,356 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,126
Change-19,126 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 18,808
Change-18,808 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 18,359
Change-18,359 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,350
Change-18,350 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 18,283
Change-18,283 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 16,510
Change-16,510 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,574
Change-15,574 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,363
Change-15,363 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 14,645
Change-14,645 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 14,508
Change-14,508 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 14,331
Change-14,331 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 13,180
Change-13,180 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 12,820
Change-12,820 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 12,208
Change-12,208 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,041
Change-12,041 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,610
Change-11,610 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 11,031
Change-11,031 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 10,680
Change-10,680 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 10,425
Change-10,425 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,251
Change-10,251 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 10,058
Change-10,058 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,915
Change-9,915 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,826
Change-9,826 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 9,768
Change-9,768 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 9,741
Change-9,741 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,278
Change-9,278 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8,771
Change-8,771 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 8,446
Change-8,446 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,990
Change-7,990 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,729
Change-7,729 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,636
Change-7,636 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 7,604
Change-7,604 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,588
Change-7,588 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,506
Change-7,506 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,082
Change-7,082 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,014
Change-7,014 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 6,824
Change-6,824 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 6,677
Change-6,677 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,227
Change-6,227 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 6,227
Change-6,227 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 5,959
Change-5,959 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,667
Change-5,667 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,833
Change-4,833 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,444
Change-3,444 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 839
Change-839 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 714
Change-714 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 526
Change-526 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 504
Change-504 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 353
Change-353 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 322
Change-322 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 290
Change-290 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Creative Planning
INCREASED29,397,60927,823,389+1,574,220+6%$2.3B$2.3B-$15.0M2026-11-02
Index Fund Advisors, Inc.
INCREASED5,889,1435,887,790+1,353+0%$484.8M$455.9M-$28.9M2026-11-05
TCI Wealth Advisors, Inc.
INCREASED2,879,9702,820,974+58,996+2%$232.3M$223.0M-$9.3M2026-10-30
Vise Technologies, Inc.
INCREASED2,611,2052,237,685+373,520+17%$184.3M$202.2M+$17.9M2026-10-29
Midwest Trust Co
DECREASED1,322,4231,328,794-6,3710%$109.4M$102.4M-$7.0M2026-10-22
Savant Capital, LLC
INCREASED1,292,0331,279,755+12,278+1%$105.4M$100.0M-$5.4M2026-11-06
Bank of Montreal
INCREASED1,259,4571,248,027+11,430+1%$102.8M$97.5M-$5.3M2026-11-09
Great Waters Wealth Management
INCREASED1,227,7031,150,130+77,573+7%$94.7M$95.0M+$347.1K2026-10-07
Plancorp, LLC
DECREASED1,218,8311,246,691-27,860-2%$100.6M$97.0M-$3.6M2026-11-03
Evanson Financial, LLC
DECREASED1,187,9621,217,796-29,834-2%$100.3M$92.0M-$8.3M2026-10-23
Davenport & Co LLC
INCREASED1,103,239901,285+201,954+22%$74.2M$85.4M+$11.2M2026-10-14
Washington Trust Bank
DECREASED1,101,9621,115,723-13,761-1%$91.9M$85.3M-$6.6M2026-11-03
Moisand Fitzgerald Tamayo, LLC
INCREASED994,747979,623+15,124+2%$80.7M$77.0M-$3.6M2026-10-15
Sageworth Trust Co
INCREASED941,200919,443+21,757+2%$75.7M$72.9M-$2.8M2026-10-30
LPL Financial LLC
DECREASED891,996942,761-50,765-5%$77.6M$69.1M-$8.6M2026-11-06
Bernicke Wealth Management, Ltd.
INCREASED844,434833,700+10,734+1%$68.6M$65.4M-$3.3M2026-11-06
Wealth Management Nebraska
INCREASED831,838808,407+23,431+3%$66.6M$64.4M-$2.2M2026-10-26
Stordahl Capital Management, Inc.
INCREASED727,248724,321+2,927+0%$59.6M$56.3M-$3.3M2026-10-22
DiNuzzo Private Wealth, Inc.
DECREASED717,924719,169-1,2450%$59.2M$55.6M-$3.6M2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED699,167719,308-20,141-3%$59.2M$54.1M-$5.1M2026-10-05
Chicago Partners Investment Group LLC
INCREASED689,807684,518+5,289+1%$55.1M$54.2M-$926.0K2026-10-27
Commonwealth Equity Services, LLC
DECREASED669,940673,027-3,0870%$55.4M$51.9M-$3.6M2026-11-02
SAX Wealth Advisors, LLC
INCREASED637,117603,275+33,842+6%$42.9M$49.3M+$6.4M2026-10-13
Three Arch Wealth Management LLC
DECREASED603,328622,027-18,699-3%$51.2M$46.7M-$4.5M2026-10-20
Thrivent Financial for Lutherans
INCREASED566,193549,404+16,789+3%$45.2M$44.1M-$1.1M2026-11-05
Truist Financial Corp
INCREASED563,327516,155+47,172+9%$42.5M$43.6M+$1.1M2026-10-30
Dixon Fnancial Services, Inc.
DECREASED547,046553,678-6,632-1%$45.6M$42.4M-$3.2M2026-10-23
Elser Financial Planning, Inc
DECREASED535,310539,346-4,036-1%$44.4M$41.4M-$3.0M2026-10-16
Kwmg, LLC
INCREASED534,904511,517+23,387+5%$42.1M$41.4M-$706.1K2026-10-07
Modera Wealth Management, LLC
INCREASED534,074511,559+22,515+4%$42.1M$41.3M-$773.8K2026-10-28
Hurlow Wealth Management Group, Inc.
INCREASED521,737504,189+17,548+3%$41.5M$40.4M-$1.1M2026-10-29
Richard Young Associates, Ltd.
INCREASED496,371463,838+32,533+7%$38.2M$38.4M+$236.6K2026-11-03
DecisionPoint Financial, LLC
INCREASED478,766451,314+27,452+6%$37.0M$37.3M+$294.9K2026-10-27
Austin Asset Management Co Inc
DECREASED441,254447,771-6,517-1%$36.9M$34.2M-$2.7M2026-10-29
Heritage Wealth Management, Inc. s
INCREASED440,492426,641+13,851+3%$35.1M$34.1M-$1.0M2026-11-06
Farther Finance Advisors, LLC
INCREASED433,745388,136+45,609+12%$32.0M$33.6M+$1.6M2026-10-08
Heritage Investment Group, Inc.
DECREASED432,001433,167-1,1660%$35.7M$33.4M-$2.2M2026-11-03
Phillips Financial Management, LLC
INCREASED431,887418,581+13,306+3%$34.5M$33.4M-$1.0M2026-10-19
Financial Consulate, Inc
DECREASED429,447433,095-3,648-1%$35.7M$33.2M-$2.4M2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED419,717420,588-8710%$34.6M$32.5M-$2.1M2026-11-02
Apella Capital, LLC
INCREASED396,207357,928+38,279+11%$29.0M$30.9M+$1.9M2026-10-08
Acorn Creek Capital LLC
DECREASED388,253392,045-3,792-1%$32.3M$30.1M-$2.2M2026-11-05
Disciplined Equity Management, Inc.
INCREASED369,280365,926+3,354+1%$30.1M$28.6M-$1.5M2026-10-14
Tanager Wealth Management LLP
DECREASED359,907366,497-6,590-2%$30.2M$27.9M-$2.3M2026-10-19
Your Advocates Ltd., LLP
INCREASED350,407347,763+2,644+1%$28.6M$27.1M-$1.5M2026-11-03
Tillman Hartley LLC
DECREASED339,686342,420-2,734-1%$28.2M$26.3M-$1.9M2026-11-06
McMill Wealth Management
NEW327,763—+327,763——$25.4M—2026-11-05
Guardian Wealth Management, LLC
DECREASED321,511338,393-16,882-5%$27.9M$24.9M-$3.0M2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED317,829317,417+412+0%$26.1M$24.6M-$1.5M2026-10-27
Foster Group, Inc.
DECREASED317,493321,166-3,673-1%$26.4M$24.6M-$1.9M2026-10-13
Fifth Third Bancorp
DECREASED312,184358,595-46,411-13%$29.5M$24.2M-$5.4M2026-11-05
PCA Investment Advisory Services Inc.
INCREASED307,848295,304+12,544+4%$24.3M$23.8M-$481.7K2026-10-13
Timonier Family Office, Ltd.
DECREASED300,195302,816-2,621-1%$24.9M$23.2M-$1.7M2026-11-03
Pillar Financial Advisors, LLC
INCREASED299,698289,794+9,904+3%$23.9M$23.2M-$659.0K2026-10-21
Monograph Wealth Advisors, LLC
INCREASED292,743286,224+6,519+2%$23.6M$22.7M-$903.4K2026-11-09
Park Avenue Securities LLC
INCREASED290,296264,616+25,680+10%$21.8M$22.5M+$687.0K2026-10-26
Allodium Investment Consultants, LLC
INCREASED285,461270,820+14,641+5%$22.3M$22.1M-$199.0K2026-10-14
Financial Synergies Wealth Advisors, Inc.
INCREASED284,179278,687+5,492+2%$22.9M$22.0M-$946.0K2026-10-16
Mission Wealth Management, LP
DECREASED276,428301,920-25,492-8%$24.9M$21.4M-$3.5M2026-10-15
Lutz Financial Services LLC
INCREASED275,883238,326+37,557+16%$19.6M$21.4M+$1.7M2026-11-06
Maseco LLP
DECREASED269,481282,786-13,305-5%$23.3M$20.9M-$2.4M2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED262,130269,115-6,985-3%$17.6M$16.4M-$1.2M2026-10-13
Tassel Capital Management, Inc.
INCREASED259,891250,557+9,334+4%$20.6M$20.1M-$510.1K2026-10-20
EnRich Financial Partners LLC
INCREASED256,279255,558+721+0%$21.0M$19.8M-$1.2M2026-10-21
AdvisorNet Financial, Inc
DECREASED253,352255,152-1,800-1%$21.0M$19.6M-$1.4M2026-10-15
G2 Capital Management, LLC / OH
INCREASED238,254234,827+3,427+1%$19.3M$18.4M-$890.0K2026-10-23
McLean Asset Management Corp
DECREASED237,012241,473-4,461-2%$19.6M$18.5M-$1.1M2026-11-06
West Financial Advisors, LLC
INCREASED234,287224,344+9,943+4%$18.5M$18.1M-$334.0K2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED230,382244,219-13,837-6%$20.1M$17.8M-$2.3M2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED229,457226,110+3,347+1%$18.6M$17.8M-$853.3K2026-10-13
Allworth Financial LP
INCREASED228,634161,542+67,092+42%$13.3M$18.8M+$5.5M2026-11-06
Factor Wealth Management LTD
INCREASED227,746226,612+1,134+1%$18.7M$17.6M-$1.0M2026-10-08
New Hampshire Trust
DECREASED218,789225,414-6,625-3%$18.6M$16.9M-$1.6M2026-10-20
First Bancorp, Inc
INCREASED211,647205,995+5,652+3%$17.0M$16.4M-$575.9K2026-10-26
Hill Island Financial LLC
DECREASED206,647289,884-83,237-29%$23.9M$16.0M-$7.9M2026-10-20
Bannerman Wealth Management Group, LLC
INCREASED203,180191,912+11,268+6%$15.8M$15.7M-$71.8K2026-10-09
Dynamic Advisor Solutions LLC
INCREASED200,866200,647+219+0%$16.5M$15.6M-$970.3K2026-10-13
Burk Holdings LLC
INCREASED196,079188,591+7,488+4%$15.5M$15.2M-$348.1K2026-11-05
CGN Advisors LLC
DECREASED193,242197,455-4,213-2%$16.3M$15.0M-$1.3M2026-10-21
Midwest Heritage Bank, FSB
DECREASED193,115199,457-6,342-3%$16.4M$15.0M-$1.5M2026-10-26
Wescott Financial Advisory Group, LLC
INCREASED192,229189,932+2,297+1%$15.6M$14.9M-$756.7K2026-11-09
Spinnaker Investment Group, LLC
DECREASED191,362192,134-7720%$15.8M$14.8M-$1.0M2026-10-13
Aire Advisors, LLC
DECREASED190,251190,980-7290%$15.7M$14.7M-$996.1K2026-10-22
Conservest Capital Advisors, Inc.
INCREASED188,215186,248+1,967+1%$15.3M$14.6M-$764.0K2026-11-09
Pacific Sage Partners, LLC
DECREASED188,024190,254-2,230-1%$15.7M$14.6M-$1.1M2026-10-21
Sterling Wealth Management, Inc.
INCREASED186,123182,371+3,752+2%$15.0M$14.4M-$606.7K2026-10-23
Trinity Financial Advisors LLC
INCREASED182,449181,082+1,367+1%$14.9M$14.1M-$785.1K2026-10-09
Summit Wealth Group, LLC
INCREASED180,932179,901+1,031+1%$14.8M$14.0M-$805.3K2026-11-09
Pioneer Wealth Management Group
INCREASED179,644174,600+5,044+3%$14.4M$13.9M-$468.6K2026-10-09
James T. Borello RIA
INCREASED175,804162,844+12,960+8%$13.4M$13.6M+$202.1K2026-10-16
Axxcess Wealth Management, LLC
INCREASED173,531166,905+6,626+4%$13.7M$13.4M-$308.1K2026-10-21
Mendota Financial Group, LLC
DECREASED173,058183,808-10,750-6%$15.1M$13.4M-$1.7M2026-10-07
Wealth Management Partners, LLC
INCREASED167,809153,373+14,436+9%$12.6M$13.0M+$363.0K2026-10-21
Clearstead Advisors, LLC
INCREASED163,168158,743+4,425+3%$13.1M$12.6M-$438.5K2026-11-06
Banco Santander, S.A.
NEW161,163—+161,163——$12.5M—2026-11-10
Atria Investments, Inc
INCREASED159,747153,751+5,996+4%$12.7M$12.4M-$292.3K2026-10-15
Assetmark, Inc
DECREASED151,199359,277-208,078-58%$29.6M$11.7M-$17.9M2026-10-21
Discipline Wealth Solutions, LLC
INCREASED149,499134,696+14,803+11%$11.1M$11.6M+$483.3K2026-10-14
GEM Asset Management, LLC
INCREASED144,253136,613+7,640+6%$11.2M$11.2M-$80.6K2026-10-13
Gemmer Asset Management LLC
INCREASED143,532143,008+524+0%$11.8M$11.1M-$663.0K2026-10-16
Kelleher Financial Advisors
INCREASED140,599134,526+6,073+5%$11.1M$10.9M-$191.7K2026-10-30
Spire Wealth Management
DECREASED140,429141,576-1,147-1%$11.7M$10.9M-$785.3K2026-10-30
Colorado Capital Management, Inc.
INCREASED139,355138,520+835+1%$11.4K$10.8M+$10.8M2026-10-15
Forum Financial Management, LP
DECREASED136,259141,455-5,196-4%$11.6M$10.5M-$1.1M2026-10-16
Ballentine Capital Advisors, Inc
INCREASED133,308132,295+1,013+1%$10.9M$10.3M-$572.4K2026-10-14
Cascade Wealth Advisors, Inc
INCREASED132,633113,731+18,902+17%$9.5M$10.3M+$838.0K2026-11-09
Hardy Reed LLC
INCREASED127,929126,528+1,401+1%$10.4M$9.9M-$514.1K2026-11-06
MBA Advisors LLC
INCREASED125,254118,728+6,526+6%$9.8M$9.7M-$78.9K2026-10-29
Forza Wealth Management, LLC
INCREASED125,193106,322+18,871+18%$8.8M$9.7M+$937.9K2026-10-20
Cedar Point Capital Partners, LLC
INCREASED121,634119,981+1,653+1%$9.9M$9.4M-$462.4K2026-10-29
Syverson Strege & Co
DECREASED120,933121,633-700-1%$10.0M$9.4M-$652.7K2026-11-02
Earned Wealth Advisors, LLC
DECREASED119,005122,072-3,067-3%$10.1M$9.2M-$838.0K2026-11-06
Platform Technology Partners
INCREASED116,509111,354+5,155+5%$9.2M$9.0M-$148.8K2026-11-02
Yardley Wealth Management LLC
INCREASED114,788109,981+4,807+4%$9.1M$8.9M-$169.0K2026-10-23
Cardiff Park Advisors, LLC
INCREASED113,026109,860+3,166+3%$9.0M$8.8M-$295.4K2026-11-09
Pinnacle Financial Group, LLC / IL
DECREASED110,171114,469-4,298-4%$9.4M$8.5M-$896.0K2026-10-29
Sageworth Trust Co of South Dakota
INCREASED109,39998,702+10,697+11%$8.1M$8.5M+$342.5K2026-10-30
TME Financial, Inc.
INCREASED106,888103,731+3,157+3%$8.5M$8.3M-$265.9K2026-10-14
SeedSafe Financial LLC
INCREASED106,78496,633+10,151+11%$8.0M$8.3M+$313.6K2026-11-02
Florida Trust Wealth Management Co
INCREASED105,80889,271+16,537+19%$7.4M$8.2M+$841.1K2026-11-05
Andrews, Lucia Wealth Management LLC
INCREASED102,860100,412+2,448+2%$8.3M$8.0M-$304.5K2026-11-02
RFG Advisory, LLC
DECREASED102,203102,292-890%$8.4M$7.9M-$510.2K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED99,64995,003+4,646+5%$7.8M$7.7M-$107.7K2026-11-06
Parker Financial LLC
INCREASED99,42794,250+5,177+5%$7.8M$7.7M-$110.6K2026-11-05
LAM Group, Inc.
DECREASED93,845101,138-7,293-7%$8.3M$7.3M-$1.1M2026-10-26
JGP Wealth Management, LLC
DECREASED93,229175,504-82,275-47%$14.5M$7.2M-$7.2M2026-10-13
Navigoe, LLC
DECREASED92,85295,551-2,699-3%$7.9M$7.2M-$679.0K2026-11-04
RF&L Wealth Management, LLC
INCREASED91,46191,061+400+0%$7.5M$7.1M-$417.0K2026-10-20
1900 Wealth Management LLC
DECREASED91,016130,657-39,641-30%$10.8M$7.0M-$3.7M2026-10-13
JDH Wealth Management, LLC
DECREASED90,73198,258-7,527-8%$8.1M$7.0M-$1.1M2026-10-20
Alpha Financial Advisors, LLC
DECREASED89,79690,155-3590%$7.4M$7.0M-$471.4K2026-11-09
Pinkerton Wealth, LLC
INCREASED89,75986,889+2,870+3%$6.2M$6.9M+$768.7K2026-10-29
First National Bank Sioux Falls
DECREASED87,923144,794-56,871-39%$10.9M$6.8M-$4.1M2026-10-13
Visionary Wealth Advisors
INCREASED87,61586,969+646+1%$7.2M$6.8M-$377.9K2026-11-04
SMI Advisory Services, LLC
INCREASED86,15183,541+2,610+3%$6.8M$6.7M-$74.5K2026-10-13
True Freedom Investing, LLC
INCREASED84,80279,900+4,902+6%$5.7M$6.6M+$882.1K2026-10-29
First Command Advisory Services, Inc.
DECREASED84,255887,282-803,027-90%$73.0M$6.5M-$66.5M2026-11-05
Collective Family Office LLC
DECREASED83,15785,628-2,471-3%$7.1M$6.4M-$612.6K2026-10-05
Altiora Financial Group, LLC
INCREASED82,50767,906+14,601+22%$5.6M$6.4M+$796.3K2026-11-04
Navigate Wealth Management, LLC
INCREASED80,81473,968+6,846+9%$6.0M$6.3M+$331.5K2026-10-14
Hiley Hunt Wealth Management
INCREASED80,43377,017+3,416+4%$6.3M$6.2M-$114.4K2026-10-08
Tortoise Investment Management, LLC
INCREASED80,18778,776+1,411+2%$6.5M$6.2M-$278.3K2026-11-06
Larson Financial Group LLC
DECREASED80,02082,565-2,545-3%$6.8M$6.2M-$603.2K2026-11-05
CPA Asset Management Group, LLC
INCREASED77,96373,854+4,109+6%$6.1M$6.0M-$45.2K2026-10-26
Aspen Wealth Management LLC
INCREASED77,67855,413+22,265+40%$4.6M$6.0M+$1.5M2026-10-14
Linscomb Wealth, Inc.
INCREASED76,99771,986+5,011+7%$5.9M$6.0M+$33.8K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED76,28775,964+323+0%$6.3M$5.9M-$348.8K2026-10-20
Bayshore Asset Management, LLC
INCREASED75,37075,263+107+0%$6.2M$5.9M-$305.4K2026-11-03
Bank of New York Mellon Corp
INCREASED74,36670,902+3,464+5%$5.8M$5.8M-$80.6K2026-11-05
Meridian Wealth Partners, LLC
INCREASED73,97770,708+3,269+5%$5.8M$5.7M-$94.8K2026-11-09
Strategent Financial, LLC
INCREASED73,64863,007+10,641+17%$5.2M$5.7M+$513.8K2026-10-30
Frankly Finances, LLC
DECREASED73,45473,891-437-1%$6.1M$5.7M-$397.4K2026-10-28
Woodward Financial Advisors, Inc.
DECREASED71,62272,662-1,040-1%$6.0M$5.5M-$438.0K2026-10-19
PFG Advisors
INCREASED70,21269,763+449+1%$5.7M$5.4M-$308.5K2026-10-16
KPP Advisory Services LLC
DECREASED69,630111,946-42,316-38%$9.2M$5.4M-$3.8M2026-10-26
DWR Wealth Management, LLC
INCREASED67,59760,966+6,631+11%$5.0M$5.3M+$266.0K2026-10-13
First National Trust Co
DECREASED67,30068,849-1,549-2%$5.7M$5.2M-$458.7K2026-10-28
Investmark Advisory Group LLC
INCREASED66,43863,949+2,489+4%$5.3M$5.1M-$121.8K2026-10-27
Kondo Wealth Advisors, Inc.
INCREASED66,14365,648+495+1%$5.4M$5.1M-$284.8K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED64,73063,774+956+2%$5.3M$5.0M-$239.7K2026-10-13
Hartmann Taylor Wealth Management, LLC
INCREASED64,70249,934+14,768+30%$3.6M$5.0M+$1.5M2026-10-14
Lynch & Associates
INCREASED64,17111,433+52,738+461%$941.4K$5.0M+$4.0M2026-10-13
SC&H Financial Advisors, Inc.
INCREASED63,07261,513+1,559+3%$5.1M$4.9M-$181.9K2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED62,03360,797+1,236+2%$5.0M$4.8M-$217.7K2026-10-13
Advisortrust Partners, LLC
UNCHANGED61,85061,85000%$5.1M$4.8M-$304.3K2026-11-02
DBK Financial Counsel, LLC
DECREASED61,84662,489-643-1%$5.1M$4.8M-$357.2K2026-10-13
Kane Co Wealth Management, Inc.
DECREASED61,83962,237-398-1%$5.1M$4.8M-$337.0K2026-11-04
180 Wealth Advisors, LLC
DECREASED60,87461,038-1640%$5.0M$4.7M-$313.0K2026-11-03
HUB Investment Partners, LLC
DECREASED60,75162,437-1,686-3%$5.1M$4.7M-$437.7K2026-11-03
Jacobi Capital Management LLC
INCREASED60,12155,354+4,767+9%$4.6M$4.7M+$96.7K2026-11-05
Adelphi Trust Co
INCREASED59,42958,255+1,174+2%$4.8M$4.6M-$195.7K2026-10-05
Indivisible Partners
NEW59,313—+59,313——$4.6M—2026-10-26
TruNorth Capital Management, LLC
INCREASED57,97657,971+5+0%$4.8M$4.5M-$284.8K2026-10-14
Diversified Trust Co
INCREASED57,5026,457+51,045+791%$531.7K$4.5M+$3.9M2026-11-06
Colony Family Offices, LLC
DECREASED57,31158,286-975-2%$4.8M$4.4M-$362.2K2026-10-22
CLG LLC
DECREASED57,22361,460-4,237-7%$5.1M$4.4M-$630.4K2026-10-13
Glass Jacobson Investment Advisors llc
DECREASED56,00857,927-1,919-3%$4.8M$4.3M-$433.6K2026-10-26
Altura Wealth Advisors Inc.
INCREASED55,76854,590+1,178+2%$4.5M$4.3M-$177.4K2026-10-22
DeLarme Wealth Management, Inc.
INCREASED55,30651,763+3,543+7%$4.3M$4.3M+$19.6K2026-10-30
Gibraltar Capital Management, Inc.
INCREASED54,20054,145+55+0%$4.5M$4.2M-$262.1K2026-10-27
Financial Planning Navigators Corp
INCREASED53,04550,384+2,661+5%$4.1M$4.1M-$41.9K2026-10-14
Physician Wealth Solutions Inc.
UNCHANGED52,86552,86500%$4.4M$4.1M-$260.1K2026-10-14
NorthCrest Asset Manangement, LLC
UNCHANGED52,49952,49900%$4.3M$4.1M-$156.4K2026-10-13
Greenspring Advisors, LLC
DECREASED51,44652,888-1,442-3%$4.4M$4.0M-$371.8K2026-11-05
Maryland Capital Advisors Inc.
INCREASED51,36749,964+1,403+3%$4.1M$4.0M-$137.2K2026-10-15
TCP Asset Management, LLC
INCREASED51,33149,605+1,726+3%$4.1M$4.0M-$43.2K2026-10-14
Mather Group, Llc.
INCREASED51,11448,743+2,371+5%$4.0M$4.0M-$56.3K2026-10-14
ADE, LLC
INCREASED51,07445,574+5,500+12%$3.8M$4.0M+$201.6K2026-10-29
BWM Planning, LLC
DECREASED48,84049,119-279-1%$4.0M$3.8M-$263.3K2026-11-09
TAGStone Capital, Inc.
DECREASED47,38247,444-620%$3.9M$3.7M-$238.3K2026-11-09
BIP Wealth, LLC
INCREASED47,33636,766+10,570+29%$3.0M$3.7M+$637.5K2026-10-22
Texas Capital Bank Wealth Management Services Inc
UNCHANGED44,93444,93400%$3.7M$3.5M-$221.1K2026-11-09
Blume Capital Management, Inc.
DECREASED44,83447,134-2,300-5%$3.9M$3.5M-$410.0K2026-10-26
Powers Advisory Group, LLC
INCREASED44,51738,176+6,341+17%$3.1M$3.4M+$303.1K2026-10-14
Belleair Asset Management, LLC
UNCHANGED44,44644,44600%$3.7M$3.4M-$218.7K2026-11-03
Legacy Financial Group, Inc.
DECREASED44,33144,696-365-1%$3.7M$3.4M-$248.2K2026-10-21
Sprinkle Financial Consultants LLC
INCREASED42,96042,847+113+0%$3.5M$3.3M-$201.8K2026-10-09
Narus Financial Partners, LLC
INCREASED42,82442,725+99+0%$3.5M$3.3M-$202.5K2026-10-19
Enzi Wealth
DECREASED42,38342,569-1860%$3.4M$3.3M-$122.3K2026-10-14
Pacific Asset Management, LLC
INCREASED41,60240,503+1,099+3%$3.3M$3.2M-$114.2K2026-10-15
Olistico Wealth, LLC
INCREASED41,31640,666+650+2%$3.3M$3.2M-$149.8K2026-10-05
Lauer Wealth, LLC
DECREASED41,07642,758-1,682-4%$3.5M$3.2M-$249.4K2026-10-13
Sachem Hill LLC
INCREASED40,46940,064+405+1%$3.3M$3.1M-$165.8K2026-10-14
D.A. Davidson & Co.
INCREASED39,98639,858+128+0%$3.3M$3.1M-$186.2K2026-10-28
Merit Financial Group, LLC
DECREASED38,96242,450-3,488-8%$3.5M$3.0M-$478.9K2026-11-06
RS Crum Inc.
DECREASED38,77738,877-1000%$3.2M$3.0M-$199.0K2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED37,97832,969+5,009+15%$2.7M$3.0M+$244.6K2026-10-20
Smith Partners Wealth Management, LLC
INCREASED37,84028,314+9,526+34%$2.3M$2.9M+$598.2K2026-11-05
Sollinda Capital Management LLC
INCREASED37,55830,384+7,174+24%$2.5M$2.9M+$405.9K2026-11-09
Capstone Wealth Management, LLC
DECREASED37,46937,544-750%$3.1M$2.9M-$190.5K2026-11-02
Great Point Wealth Advisors, LLC
DECREASED37,07737,519-442-1%$3.1M$2.9M-$218.8K2026-10-15
AG Asset Advisory, LLC
INCREASED36,73435,987+747+2%$3.0M$2.8M-$119.2K2026-11-06
Strathmore Capital Advisors, Inc.
DECREASED36,69238,129-1,437-4%$3.1M$2.9M-$241.2K2026-11-09
M Wealth Management, LLC
DECREASED36,49636,592-960%$3.0M$2.8M-$187.5K2026-10-14
Asset Dedication, LLC
INCREASED36,44931,395+5,054+16%$2.6M$2.8M+$236.9K2026-11-03
Aurelius Family Office LLC
DECREASED36,23637,019-783-2%$3.0M$2.8M-$242.7K2026-10-23
Cambridge Financial Group, LLC
UNCHANGED36,14536,14500%$3.0M$3.0M$02026-10-06
Willow Creek Wealth Management Inc.
DECREASED35,69435,705-110%$2.9M$2.8M-$176.5K2026-10-26
Baker Boyer National Bank
UNCHANGED35,64935,64900%$2.9M$2.8M-$175.4K2026-11-05
Private Advisory Group LLC
INCREASED35,05032,472+2,578+8%$2.7M$2.7M+$39.8K2026-11-06
Baker Tilly Wealth Management, LLC
DECREASED34,50835,209-701-2%$2.9M$2.7M-$227.5K2026-10-05
Triumph Capital Management
INCREASED33,78432,426+1,358+4%$2.7M$2.6M-$54.4K2026-10-14
Strategy Asset Managers LLC
INCREASED33,72120,560+13,161+64%$1.7M$2.6M+$917.8K2026-10-14
Sutton Place Investors LLC
DECREASED33,10733,162-550%$2.7M$2.6M-$167.4K2026-10-20
Quadcap Wealth Management, LLC
DECREASED32,94033,024-840%$2.7M$2.6M-$169.0K2026-11-02
Alpha Advisors, LLC
INCREASED32,63126,288+6,343+24%$2.2M$2.5M+$361.5K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED32,37731,667+710+2%$2.6M$2.5M-$100.8K2026-11-05
Tenet Wealth Partners, LLC
INCREASED31,63730,567+1,070+4%$2.5M$2.4M-$29.6K2026-10-19
Pettinga Financial Advisors LLC
DECREASED31,45032,465-1,015-3%$2.7M$2.4M-$238.3K2026-10-13
Mills Wealth Advisors LLC
INCREASED30,10728,331+1,776+6%$2.3M$2.3M-$1.9K2026-10-22
Cypress Wealth Services, LLC
DECREASED30,08030,130-500%$2.5M$2.4M-$104.3K2026-10-21
LVZ, Inc.
INCREASED29,56427,606+1,958+7%$2.3M$2.3M+$15.8K2026-10-20
Ariadne Wealth Management, LP
DECREASED29,56329,773-210-1%$2.5M$2.3M-$162.8K2026-11-06
Integrated Advisors Network LLC
INCREASED29,50229,138+364+1%$2.4M$2.3M-$115.2K2026-10-20
Johnson Wealth Management, LLC
DECREASED28,67529,476-801-3%$2.4M$2.2M-$207.0K2026-11-09
PNC Financial Services Group, Inc.
INCREASED28,62926,629+2,000+8%$2.2M$2.2M+$23.8K2026-11-06
Ferguson Wellman Capital Management, Inc
UNCHANGED28,60728,60700%$2.4M$2.2M-$140.7K2026-10-05
Quad-Cities Investment Group, LLC
INCREASED28,30828,140+168+1%$2.3M$2.2M-$125.4K2026-10-16
SwitchPoint Financial Planning, LLC
UNCHANGED28,00428,00400%$2.3M$2.2M-$137.8K2026-11-02
TrustWell Financial Advisors, LLC
DECREASED27,98829,098-1,110-4%$2.4M$2.2M-$229.1K2026-10-15
Summit Wealth Group LLC / Co
DECREASED27,87128,262-391-1%$2.3M$2.2M-$169.3K2026-10-29
Kooman & Associates
DECREASED27,65728,126-469-2%$2.3M$2.1M-$174.7K2026-10-21
Resonant Capital Advisors, LLC
INCREASED27,50326,517+986+4%$2.2M$2.1M-$54.1K2026-10-15
Verus Wealth Management, LLC
INCREASED27,42818,705+8,723+47%$1.5M$2.1M+$583.3K2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED26,90927,328-419-2%$2.3M$2.1M-$166.9K2026-10-15
Wedbush Securities Inc
DECREASED26,55227,497-945-3%$2.3M$2.1M-$208.0K2026-10-22
Stewardship Concepts Financial Services LLC
DECREASED26,50627,753-1,247-4%$2.3M$2.1M-$233.1K2026-10-06
Elevate Wealth Advisory, Inc
DECREASED26,40526,481-760%$2.2M$2.0M-$136.2K2026-10-29
Generations Wealth, LLC
DECREASED26,11626,498-382-1%$2.2M$2.0M-$160.0K2026-11-09
Elevation Wealth Partners, LLC
DECREASED25,76225,908-146-1%$2.1M$2.0M-$138.8K2026-10-07
Petersen Hastings Wealth Advisors Inc.
DECREASED25,29025,389-990%$2.1M$2.0M-$132.6K2026-10-27
CFS Investment Advisory Services, LLC
INCREASED24,23523,795+440+2%$1.9M$1.9M-$25.2K2026-10-19
Stevens Capital Partners
DECREASED24,10424,336-232-1%$2.0M$1.9M-$137.7K2026-10-29
Great Valley Advisor Group, Inc.
INCREASED24,04920,431+3,618+18%$1.7M$1.9M+$179.6K2026-11-09
Moody National Bank Trust Division
INCREASED23,60323,365+238+1%$1.9M$1.8M-$96.5K2026-10-06
Shearwater Capital LLC
INCREASED23,47323,472+10%$1.9M$1.8M-$115.4K2026-10-13
JFS Wealth Advisors, LLC
DECREASED23,23425,332-2,098-8%$2.1M$1.8M-$287.1K2026-11-03
Graves Light Lenhart Wealth, Inc.
DECREASED23,18525,393-2,208-9%$2.1M$1.8M-$295.9K2026-10-09
Diversify Wealth Management, LLC
INCREASED23,08121,938+1,143+5%$1.8M$1.8M+$29.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED23,08121,938+1,143+5%$1.8M$1.8M+$29.4K2026-10-20
Rockwood Wealth Management, LLC
DECREASED23,00823,598-590-2%$1.9M$1.8M-$161.8K2026-10-27
Vermillion Wealth Management, Inc.
DECREASED22,692119,256-96,564-81%$9.8M$1.8M-$8.1M2026-10-26
IFP Advisors, Inc
DECREASED22,57422,823-249-1%$1.9M$1.7M-$131.6K2026-10-16
Lauterbach Financial Advisors, LLC
INCREASED22,25221,580+672+3%$1.8M$1.7M-$54.2K2026-10-21
Quantum Financial Advisors, LLC
INCREASED22,21520,685+1,530+7%$1.7M$1.7M+$16.7K2026-11-03
Asset Advisory Group, Inc.
INCREASED22,14419,696+2,448+12%$1.6M$1.7M+$92.6K2026-10-20
Concord Wealth Partners
DECREASED21,51434,463-12,949-38%$2.8M$1.7M-$1.2M2026-11-02
Samalin Investment Counsel, LLC
INCREASED20,94320,861+82+0%$1.7M$1.6M-$96.3K2026-10-23
USAdvisors Wealth Management, LLC
DECREASED20,02521,246-1,221-6%$1.7M$1.6M-$199.0K2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED19,69922,710-3,011-13%$1.9M$1.5M-$344.9K2026-10-27
Apollon Financial, LLC
UNCHANGED19,66319,66300%$1.6M$1.5M-$96.7K2026-10-23
Maryland State Retirement & Pension System
NEW19,504—+19,504——$1.5M—2026-11-05
Embree Financial Group
DECREASED19,38020,553-1,173-6%$1.7M$1.5M-$192.0K2026-10-22
Clarity Capital Advisors, LLC
INCREASED19,22519,183+42+0%$1.6M$1.5M-$91.2K2026-10-27
WMS Group LLC
DECREASED19,11519,529-414-2%$1.6M$1.5M-$128.1K2026-11-06
Retirement Guys Formula LLC
DECREASED18,90618,912-60%$1.6M$1.5M-$93.5K2026-10-26
Sima Wealth Partners, LLC
INCREASED18,83815,390+3,448+22%$1.3M$1.5M+$191.2K2026-10-19
Coldstream Capital Management Inc
NEW18,808—+18,808——$1.5M—2026-11-09
Virtue Asset Management LLC
UNCHANGED18,65718,65700%$1.5M$1.4M-$91.8K2026-10-21
MCF Advisors LLC
DECREASED18,44918,549-100-1%$1.5M$1.4M-$99.0K2026-10-28
AWM Capital, LLC
DECREASED18,27420,894-2,620-13%$1.7M$1.4M-$305.6K2026-10-16
Pinnacle Bancorp, Inc.
INCREASED17,98017,402+578+3%$1.4M$1.4M-$40.9K2026-10-21
Warwick Investment Management, Inc.
UNCHANGED17,97917,97900%$1.5M$1.4M-$88.5K2026-10-19
Semitam Bonam LLC
INCREASED17,95516,269+1,686+10%$1.3M$1.4M+$50.5K2026-10-27
Naples Global Advisors, LLC
DECREASED17,95518,329-374-2%$1.5M$1.4M-$119.1K2026-11-05
Bedel Financial Consulting, Inc.
INCREASED17,86017,731+129+1%$1.5M$1.4M-$77.3K2026-11-06
Trace Wealth Advisors, LLC
DECREASED17,82230,929-13,107-42%$2.5M$1.4M-$1.2M2026-10-30
Central Trust Co
DECREASED17,66320,212-2,549-13%$1.7M$1.4M-$296.8K2026-11-05
Institute for Wealth Management, Llc.
UNCHANGED17,62517,62500%$1.5M$1.4M-$86.7K2026-11-06
Eagle Strategies LLC
INCREASED17,60017,135+465+3%$1.4M$1.4M-$48.3K2026-10-16
Clark Asset Management, LLC
INCREASED17,52017,034+486+3%$1.4M$1.4M-$46.2K2026-10-19
Intelligence Driven Advisers, LLC
DECREASED16,95217,550-598-3%$1.4M$1.3M-$132.6K2026-10-09
SpringVest Wealth Management LLC
INCREASED16,47115,034+1,437+10%$1.2M$1.3M+$37.3K2026-10-27
US Bancorp \de\
INCREASED16,32312,366+3,957+32%$1.0M$1.3M+$245.5K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED16,06015,329+731+5%$1.3M$1.2M-$13.3K2026-10-30
marrick wealth, LLC
INCREASED15,94014,676+1,264+9%$1.2M$1.2M+$25.7K2026-10-20
IFG Advisory, LLC
DECREASED15,88017,032-1,152-7%$1.4M$1.2M-$173.0K2026-11-09
Donalies Financial Planning, LLC
INCREASED15,83315,657+176+1%$1.3M$1.2M-$63.4K2026-10-19
Parkside Financial Bank & Trust
INCREASED15,59313,968+1,625+12%$1.2M$1.2M+$57.1K2026-10-27
Wealth Advisors Northwest LLC
DECREASED15,44315,482-390%$1.3M$1.2M-$79.2K2026-10-29
John A. Wolfe & Associates, Inc.
INCREASED15,41215,035+377+3%$1.2M$1.2M-$44.8K2026-11-06
Squire Investment Management Company, LLC
DECREASED15,04215,748-706-4%$1.3M$1.2M-$132.1K2026-11-03
Opus Capital Group, LLC
DECREASED15,01515,308-293-2%$1.3M$1.2M-$98.0K2026-10-30
SBK Financial, Inc.
INCREASED14,98613,951+1,035+7%$1.1M$1.2M+$11.5K2026-11-02
Ironwood Financial, llc
UNCHANGED14,91114,91100%$1.2M$1.2M-$49.1K2026-10-20
Fifth Third Securities, Inc.
INCREASED14,78110,045+4,736+47%$827.1K$1.1M+$317.2K2026-10-21
E6 Portfolios, LLC
DECREASED14,77816,198-1,420-9%$1.3M$1.1M-$189.7K2026-10-26
XY Planning Network, Inc.
DECREASED14,74226,636-11,894-45%$2.2M$1.1M-$1.1M2026-10-14
CX Institutional
DECREASED14,55315,094-541-4%$1.2K$1.1M+$1.1M2026-10-02
Western Wealth Management, LLC
DECREASED14,50014,545-450%$1.2M$1.1M-$75.0K2026-11-09
Everest Financial Group LLC
DECREASED14,44114,717-276-2%$1.2M$1.1M-$93.8K2026-11-06
Verus Financial Partners, Inc.
INCREASED14,20914,173+36+0%$1.2M$1.1M-$66.9K2026-10-29
ARK & TLK Investments, LLC
DECREASED14,04414,980-936-6%$1.2M$1.1M-$146.2K2026-10-20
Wingate Wealth Advisors, Inc.
INCREASED13,90213,371+531+4%$1.1M$1.1M-$24.6K2026-10-26
Valmark Advisers, Inc.
DECREASED13,80014,666-866-6%$1.2M$1.1M-$139.2K2026-11-06
CWS Financial Advisors, LLC
INCREASED13,62613,605+21+0%$1.1M$1.1M-$65.4K2026-10-16
Werba Rubin Papier Wealth Management
DECREASED13,21213,296-84-1%$1.1M$1.0M-$71.9K2026-11-06
RED Lighthouse Investment Management, LLC
UNCHANGED12,52112,52100%$1.0M$969.4K-$61.6K2026-11-02
Northwest Wealth Advisors, LLC
DECREASED12,48112,529-480%$1.0M$966.2K-$65.4K2026-11-02
IFG Advisors, LLC
INCREASED12,45412,394+60+0%$1.0M$964.2K-$56.3K2026-10-15
Nuveen, LLC
INCREASED12,2489,607+2,641+27%$791.0K$953.2K+$162.2K2026-11-10
Community Bank, N.A.
INCREASED12,2338,831+3,402+39%$727.1K$947.1K+$219.9K2026-11-06
Opulen Financial Group LLC
INCREASED12,1318,226+3,905+47%$677.3K$939.2K+$261.9K2026-10-22
Compound Planning, Inc.
INCREASED11,95611,656+300+3%$959.8K$925.6K-$34.2K2026-11-09
Granville Capital, Inc.
NEW11,866—+11,866——$918.7K—2026-11-05
Websterrogers Financial Advisors, LLC
DECREASED11,66711,752-85-1%$967.7K$903.3K-$64.4K2026-11-02
Cambridge Capital Management, LLC
INCREASED11,65611,627+29+0%$957.3K$902.4K-$54.9K2026-10-19
Fiduciary Alliance LLC
INCREASED11,59111,588+3+0%$954.2K$897.4K-$56.8K2026-10-13
Claro Advisors Inc.
NEW11,588—+11,588——$897.2K—2026-11-02
Abacus Wealth Partners, LLC
DECREASED11,56512,416-851-7%$1.0M$895.3K-$127.0K2026-11-03
Keybank National Association
DECREASED11,48913,391-1,902-14%$1.1M$889.5K-$213.1K2026-11-04
Weaver Consulting Group
UNCHANGED11,27111,27100%$928.1K$872.6K-$55.5K2026-10-07
Avidian Wealth Enterprises, LLC
INCREASED11,26311,253+10+0%$926.6K$872.0K-$54.6K2026-10-08
25 LLC
INCREASED11,13811,118+20+0%$915.5K$862.3K-$53.2K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED11,04211,037+5+0%$908.8K$854.8K-$53.9K2026-10-16
Seamount Financial Group Inc
INCREASED10,6579,952+705+7%$819.4K$825.1K+$5.6K2026-10-21
CWA Asset Management Group, LLC
DECREASED10,64610,717-71-1%$882.4K$824.2K-$58.2K2026-10-19
Selective Wealth Management, Inc.
INCREASED10,57710,171+406+4%$825.1K$828.8K+$3.8K2026-10-16
Lido Advisors, LLC
INCREASED10,4329,967+465+5%$820.7K$807.7K-$13.0K2026-11-04
Ocean Park Asset Management, LLC
UNCHANGED10,40010,40000%$856.3K$805.2K-$51.2K2026-10-21
BCO Wealth Management LLC
DECREASED10,28110,358-77-1%$852.9K$796.0K-$56.9K2026-10-14
Smith Chas P & Associates PA Cpas
UNCHANGED10,17110,17100%$837.5K$789.1K-$48.4K2026-10-22
Wedmont Private Capital
INCREASED10,0889,857+231+2%$799.6K$787.9K-$11.7K2026-10-09
First County Bank
DECREASED9,94310,012-69-1%$824.4K$769.8K-$54.6K2026-10-13
Perigon Wealth Management, LLC
DECREASED9,8129,858-460%$811.7K$759.6K-$52.1K2026-10-22
Clear Creek Financial Management, LLC
DECREASED9,567263,071-253,504-96%$21.7M$740.7K-$20.9M2026-10-28
CRA Financial Services, LLC
UNCHANGED9,4379,43700%$777.0K$730.6K-$46.4K2026-10-16
Prudent Man Investment Management, Inc.
INCREASED9,3874,438+4,949+112%$309.2K$726.7K+$417.5K2026-11-03
SJS Investment Consulting Inc.
DECREASED9,2979,354-57-1%$770.2K$719.8K-$50.4K2026-10-26
Kavar Capital Partners Group, LLC
UNCHANGED9,2789,27800%$764.0K$718.3K-$45.6K2026-11-06
Diversified Portfolios, Inc.
DECREASED9,1579,531-374-4%$784.8K$708.9K-$75.8K2026-11-04
M.E. Allison & Co., Inc.
UNCHANGED9,0959,09500%$748.9K$704.1K-$44.7K2026-10-09
Prism Planning Partners LLC
INCREASED8,9818,977+4+0%$739.2K$695.3K-$43.9K2026-10-27
Nova Financial LLC
NEW8,972—+8,972——$694.6K—2026-11-04
StrongBox Wealth, LLC
DECREASED8,9149,037-123-1%$744.1K$690.1K-$54.0K2026-11-02
Peavine Capital, LLC
UNCHANGED8,8918,89100%$732.1K$688.3K-$43.7K2026-10-13
Professional Financial Advisors, LLC
UNCHANGED8,8568,85600%$729.2K$685.6K-$43.6K2026-10-13
Meridian Investment Counsel Inc.
UNCHANGED8,7998,79900%$724.5K$681.2K-$43.3K2026-10-14
Acorn Wealth Advisors, LLC
INCREASED8,7965,269+3,527+67%$433.9K$681.0K+$247.1K2026-10-19
Prospect Financial Group LLC
INCREASED8,7537,668+1,085+14%$631.4K$677.6K+$46.2K2026-11-05
Apollon Wealth Management, LLC
UNCHANGED8,7168,71600%$717.7K$674.8K-$42.9K2026-10-23
Mullaney, Keating & Wright, Inc.
UNCHANGED8,6348,63400%$710.9K$668.4K-$42.5K2026-10-19
Avior Wealth Management, LLC
DECREASED8,6108,643-330%$711.7K$666.6K-$45.1K2026-10-13
Prairie Advisory, LLC
INCREASED8,5884,294+4,294+100%$353.6K$664.9K+$311.3K2026-10-19
Financial Symmetry Inc
INCREASED8,4997,319+1,180+16%$602.7K$658.0K+$55.3K2026-10-06
Forteris Wealth Management Inc.
INCREASED8,3898,366+23+0%$688.9K$649.5K-$39.4K2026-10-13
Simplicity Wealth,LLC
DECREASED8,3608,362-20%$688.5K$647.2K-$41.3K2026-10-23
Flagship Harbor Advisors, LLC
INCREASED8,3525,880+2,472+42%$484.2K$646.6K+$162.4K2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED8,1458,14500%$670.7K$630.6K-$40.1K2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED8,0158,073-58-1%$664.7K$620.5K-$44.2K2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED8,0125,442+2,570+47%$448.1K$620.3K+$172.2K2026-10-29
Private Trust Co NA
INCREASED7,8776,733+1,144+17%$554.4K$609.8K+$55.4K2026-10-20
Sincerus Advisory, LLC
INCREASED7,7477,742+5+0%$637.5K$599.8K-$37.7K2026-10-09
Leavell Investment Management, Inc.
DECREASED7,66310,663-3,000-28%$878.0K$593.3K-$284.7K2026-11-09
Ascent Group, LLC
DECREASED7,5548,410-856-10%$692.5K$584.8K-$107.7K2026-10-30
Oppenheimer & Co Inc
INCREASED7,4956,812+683+10%$560.9K$580.3K+$19.4K2026-10-26
M Holdings Securities, Inc.
DECREASED7,457235,674-228,217-97%$19.3M$577.0K-$18.7M2026-11-03
MBE Wealth Management, LLC
INCREASED7,4096,825+584+9%$562.0K$573.6K+$11.6K2026-10-26
PDS Planning, Inc
DECREASED7,3297,418-89-1%$610.8K$567.4K-$43.4K2026-11-03
Peterson Wealth Advisors, LLC
INCREASED7,0307,023+7+0%$578.2K$544.3K-$34.0K2026-10-08
Shore Point Advisors, LLC
INCREASED6,9086,533+375+6%$538.0K$534.9K-$3.1K2026-10-14
Sovereign Investment Advisors, LLC
UNCHANGED6,8626,86200%$565.0K$531.3K-$33.8K2026-11-09
Coston, McIsaac & Partners
INCREASED6,7806,554+226+3%$539.0K$525.0K-$14.0K2026-11-06
Stegent Equity Advisors, Inc.
UNCHANGED6,7796,77900%$558.2K$524.8K-$33.4K2026-10-13
Capital Management Associates, Inc
DECREASED6,7576,947-190-3%$572.0K$523.1K-$48.9K2026-10-20
Stone Summit Wealth LLC
UNCHANGED6,7376,73700%$554.7K$521.6K-$33.1K2026-10-14
Brighton Jones LLC
INCREASED6,6295,828+801+14%$479.9K$513.2K+$33.3K2026-11-03
Approach Retirement Advisors, LLC
INCREASED6,5776,571+6+0%$541.1K$509.2K-$31.8K2026-10-22
Tranquility Partners, LLC
INCREASED6,5346,171+363+6%$508.1K$507.2K-$9322026-10-20
Cross Staff Investments Inc
UNCHANGED6,5006,50000%$535.2K$503.2K-$32.0K2026-10-22
Washington Trust Co
UNCHANGED6,4106,41000%$527.8K$496.3K-$31.5K2026-10-22
CogentBlue Wealth Advisors, LLC
DECREASED6,4027,610-1,208-16%$626.6K$495.6K-$131.0K2026-10-09
Bill Few Associates, Inc.
UNCHANGED6,3686,36800%$524.3K$493.0K-$31.3K2026-10-09
Accretive Wealth Partners, LLC
UNCHANGED6,3436,34300%$522.3K$491.1K-$31.2K2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED6,1976,488-291-4%$534.2K$479.8K-$54.5K2026-11-04
Amarillo National Bank
UNCHANGED6,0766,07600%$500.3K$470.4K-$29.9K2026-10-23
MBM Wealth Consultants, LLC
UNCHANGED6,0656,06500%$499.4K$469.6K-$29.8K2026-10-20
Beacon Financial Advisory LLC
INCREASED6,0545,828+226+4%$479.9K$468.7K-$11.1K2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED6,0226,044-220%$495.1K$466.3K-$28.9K2026-10-13
Bfsg, LLC
INCREASED6,0216,001+20+0%$494.1K$466.1K-$28.0K2026-10-30
Legacy Advisors, LLC
INCREASED6,0075,182+825+16%$426.7K$465.1K+$38.4K2026-10-19
Smithfield Trust Co
UNCHANGED5,9005,90000%$485.0K$460.0K-$25.0K2026-11-09
K2 Financial Inc.
DECREASED5,7945,797-30%$473.6K$452.9K-$20.7K2026-10-26
Sage Rhino Capital LLC
UNCHANGED5,7695,76900%$475.0K$446.7K-$28.4K2026-10-28
Versant Capital Management, Inc
UNCHANGED5,7045,70400%$469.7K$441.6K-$28.1K2026-10-02
Boyce & Associates Wealth Consulting, Inc.
DECREASED5,6856,297-612-10%$518.5K$440.1K-$78.4K2026-10-14
Cyndeo Wealth Partners, LLC
DECREASED5,6605,744-84-1%$473.0K$438.2K-$34.8K2026-10-16
Winebrenner Capital Management LLC
DECREASED5,6306,156-526-9%$506.9K$435.9K-$71.0K2026-10-07
Cornerstone Advisory, LLC
UNCHANGED5,6285,62800%$463.4K$435.7K-$27.7K2026-11-06
UMB Bank, n.a.
DECREASED5,5766,030-454-8%$496.5K$431.7K-$64.8K2026-11-06
Accredited Investor Services, LLC
UNCHANGED5,5555,55500%$457.4K$430.1K-$27.3K2026-10-22
Angeles Wealth Management, LLC
UNCHANGED5,5075,50700%$453.4K$426.3K-$27.1K2026-10-26
RKL Wealth Management LLC
INCREASED5,4814,453+1,028+23%$366.7K$424.3K+$57.7K2026-10-16
Baker Avenue Asset Management, LP
INCREASED5,4124,992+420+8%$411.0K$419.0K+$7.9K2026-11-06
Oder Investment Management, LLC
INCREASED5,3905,055+335+7%$416.2K$417.3K+$1.1K2026-11-09
Heartwood Wealth Advisors LLC
UNCHANGED5,3025,30200%$436.6K$410.5K-$26.1K2026-10-05
Mustard Seed Financial, LLC
INCREASED5,2715,268+3+0%$433.8K$408.1K-$25.7K2026-10-30
Joel Isaacson & Co., LLC
DECREASED5,2595,815-556-10%$478.8K$407.2K-$71.7K2026-11-05
Quarry Hill Advisors, LLC
INCREASED5,1863,362+1,824+54%$276.8K$401.5K+$124.7K2026-11-04
Argent Trust Co
UNCHANGED5,1725,17200%$425.9K$400.4K-$25.4K2026-11-09
McClarren Financial Advisors, Inc.
INCREASED5,1634,477+686+15%$368.6K$399.7K+$31.1K2026-10-15
Fisher Asset Management, LLC
INCREASED5,1073,483+1,624+47%$286.8K$395.4K+$108.6K2026-11-06
Infinity Wealth Counsel, LLC
INCREASED5,0474,507+540+12%$371.1K$390.7K+$19.6K2026-10-15
Milestone Asset Management Group, LLC
INCREASED4,9854,979+6+0%$410.0K$386.0K-$24.0K2026-10-20
Abacus Planning Group, Inc.
UNCHANGED4,9754,97500%$409.6K$385.2K-$24.5K2026-11-02
Jnba Financial Advisors
INCREASED4,964305+4,659+1528%$25.1K$384.3K+$359.2K2026-11-03
Ethic Inc.
INCREASED4,9453,355+1,590+47%$276.3K$382.8K+$106.6K2026-11-03
Meritas Wealth Management, LLC
UNCHANGED4,8144,81400%$396.4K$372.7K-$23.7K2026-10-14
Montis Financial, LLC
INCREASED4,8004,771+29+1%$392.8K$371.6K-$21.3K2026-11-04
Arbor Wealth Advisors LLC
UNCHANGED4,7654,76500%$392.4K$368.9K-$23.4K2026-10-09
Norden Group LLC
INCREASED4,7574,756+1+0%$391.6K$368.3K-$23.3K2026-10-20
Avant Financial Advisors LLC
UNCHANGED4,7044,70400%$387.4K$364.2K-$23.1K2026-11-02
Two West Capital Advisors LLC
UNCHANGED4,6974,69700%$378.1K$365.5K-$12.6K2026-10-15
Francis Financial, Inc.
UNCHANGED4,6654,66500%$384.1K$361.2K-$23.0K2026-11-09
Five Oceans Advisors
DECREASED4,65726,524-21,867-82%$2.2M$360.5K-$1.8M2026-10-22
Independent Financial Group, LLC
DECREASED4,5534,561-80%$375.6K$352.5K-$23.1K2026-10-13
Sigma Planning Corp
INCREASED4,4353,928+507+13%$323.4K$343.3K+$19.9K2026-10-23
VestGen Advisors, LLC
DECREASED4,4308,392-3,962-47%$691.0K$343.0K-$348.0K2026-10-27
Richards, Merrill & Peterson, Inc.
INCREASED4,4264,425+1+0%$364.3K$342.7K-$21.7K2026-10-19
Prudent Investor Advisors, LLC
NEW4,398—+4,398——$340.5K—2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED4,3673,729+638+17%$307.0K$338.1K+$31.1K2026-11-02
Silver Oak Advisory Group, Inc.
INCREASED4,3614,058+303+7%$334.0K$337.6K+$3.6K2026-11-06
Wealth Enhancement Trust Services, Inc.
UNCHANGED4,3354,33500%$356.9K$335.6K-$21.3K2026-10-07
Global Trust Wealth Management LLC
DECREASED4,2574,411-154-3%$363.2K$329.6K-$33.6K2026-10-14
Valued Wealth Advisors LLC
DECREASED4,1564,167-110%$343.1K$321.7K-$21.4K2026-11-05
Old Peak Finance LLC
DECREASED4,1084,124-160%$339.6K$318.1K-$21.5K2026-11-02
One Way Holdings LLC
UNCHANGED4,0994,09900%$337.5K$317.3K-$20.2K2026-10-29
Towneley Capital Management, Inc / de
INCREASED4,0744,064+10+0%$334.6K$315.4K-$19.2K2026-10-09
Busey Bank
INCREASED4,0433,431+612+18%$282.5K$313.0K+$30.5K2026-10-26
SeaCrest Wealth Management, LLC
INCREASED4,0402,806+1,234+44%$231.0K$312.8K+$81.8K2026-10-21
BOS Asset Management, LLC
INCREASED4,0064,005+1+0%$329.8K$310.1K-$19.6K2026-10-09
Ridgewood Investments LLC
INCREASED3,9843,981+3+0%$327.8K$308.4K-$19.4K2026-10-05
Avantax Planning Partners, Inc.
INCREASED3,9703,870+100+3%$318.7K$307.4K-$11.3K2026-11-03
Summit Asset Management, LLC
UNCHANGED3,9623,96200%$326.2K$306.7K-$19.5K2026-11-05
Prime Capital Investment Advisors, LLC
UNCHANGED3,9453,94500%$324.8K$305.4K-$19.4K2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED3,8813,583+298+8%$295.0K$300.5K+$5.4K2026-10-23
MBL Wealth, LLC
UNCHANGED3,7383,73800%$307.8K$289.4K-$18.4K2026-10-22
Next Level Wealth Planning, LLC
UNCHANGED3,6593,65900%$301.3K$283.3K-$18.0K2026-10-29
Compass Ion Advisors, LLC
INCREASED3,6173,609+8+0%$297.2K$280.1K-$17.1K2026-10-23
Cascade Investment Group, Inc.
NEW3,588—+3,588——$277.8K—2026-10-13
Montz Harcus Wealth Management LLC
INCREASED3,5813,572+9+0%$294.1K$277.3K-$16.9K2026-10-09
3 Factor Indexing, LLC
UNCHANGED3,5783,57800%$294.6K$277.0K-$17.6K2026-10-15
Burton Enright Welch
NEW3,566—+3,566——$276.1K—2026-11-04
Walleye Partners, LLC
DECREASED3,5345,185-1,651-32%$426.9K$273.6K-$153.3K2026-10-13
Fortis Capital Advisors, LLC
UNCHANGED3,4363,43600%$282.9K$266.0K-$16.9K2026-11-09
Belpointe Asset Management LLC
UNCHANGED3,4363,43600%$282.9K$266.0K-$16.9K2026-11-09
RAM Investment Partners, LLC
INCREASED3,3423,335+7+0%$274.6K$258.7K-$15.9K2026-10-21
Regions Financial Corp
DECREASED3,3413,514-173-5%$289.3K$258.7K-$30.7K2026-11-05
Family Investment Center, Inc.
DECREASED3,3203,448-128-4%$283.9K$257.0K-$26.9K2026-10-19
Opus Financial Solutions LLC
UNCHANGED3,2973,29700%$271.5K$255.3K-$16.2K2026-11-06
Glenview Trust Co
UNCHANGED3,2353,23500%$266.4K$250.5K-$15.9K2026-10-28
Tred Avon Family Wealth, LLC
UNCHANGED3,2103,21000%$264.3K$248.5K-$15.8K2026-10-20
WealthSpring Partners, LLC
DECREASED3,1554,327-1,172-27%$356.3K$244.2K-$112.0K2026-10-14
Triad Wealth Partners, LLC
DECREASED3,1223,254-132-4%$267.8K$241.7K-$26.1K2026-10-26
Arista Wealth Management, LLC
UNCHANGED3,1093,10900%$256.0K$240.7K-$15.3K2026-10-29
Oath Planning, LLC
INCREASED3,1063,071+35+1%$252.9K$240.5K-$12.4K2026-10-20
Caliber Wealth Management, LLC / KS
UNCHANGED3,0753,07500%$253.2K$238.1K-$15.1K2026-11-04
Oakworth Capital, Inc.
UNCHANGED3,0713,07100%$252.9K$237.8K-$15.1K2026-10-26
Oak Wealth Advisors LLC
UNCHANGED3,0663,06600%$252.5K$237.4K-$15.1K2026-11-09
Quadrant Private Wealth Management, LLC
DECREASED3,0653,365-300-9%$277.0K$237.3K-$39.8K2026-11-04
Marino, Stram & Associates LLC
INCREASED3,0522,893+159+6%$238.2K$236.3K-$2.0K2026-10-22
Lantz Financial LLC
UNCHANGED3,0043,00400%$247.3K$232.6K-$14.8K2026-10-15
Signaturefd, LLC
UNCHANGED3,0023,00200%$247.2K$232.4K-$14.7K2026-10-23
Caldwell Trust Co
UNCHANGED2,9852,98500%$245.8K$231.1K-$14.7K2026-10-30
Tempo Wealth, LLC
NEW2,903—+2,903——$224.7K—2026-10-14
Schear Investment Advisers, LLC
NEW2,903—+2,903——$224.7K—2026-10-14
Madrona Financial Services, LLC
UNCHANGED2,8992,89900%$238.7K$224.4K-$14.3K2026-10-23
Facet Wealth, Inc.
NEW2,844—+2,844——$220.2K—2026-11-04
McGrath & Associates, Inc.
UNCHANGED2,7782,77800%$228.8K$215.1K-$13.7K2026-10-27
Kathmere Capital Management, LLC
UNCHANGED2,7752,77500%$228.5K$214.8K-$13.7K2026-10-20
Fairvoy Private Wealth, LLC
UNCHANGED2,7652,76500%$227.7K$214.1K-$13.6K2026-10-19
Summit Financial Strategies, Inc.
UNCHANGED2,7472,74700%$226.2K$212.7K-$13.5K2026-10-14
Trust Point Inc.
UNCHANGED2,7222,72200%$224.1K$210.7K-$13.4K2026-10-27
Elevated Financial Group LLC
DECREASED2,6972,972-275-9%$244.7K$208.8K-$35.9K2026-10-16
SLT Holdings LLC
NEW2,695—+2,695——$208.6K—2026-10-15
WMG Financial Advisors, LLC
UNCHANGED2,6502,65000%$218.2K$218.2K$02026-10-28
Stolz & Associates, PS
UNCHANGED2,6472,64700%$218.0K$204.9K-$13.0K2026-11-05
Kennebec Savings Bank
DECREASED2,5892,682-93-3%$220.8K$200.4K-$20.4K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED2,4092,361+48+2%$194.4K$186.5K-$7.9K2026-11-03
Newton One Investments LLC
INCREASED2,3262,323+3+0%$191.3K$180.1K-$11.2K2026-10-14
Bokf, NA
DECREASED1,9632,443-480-20%$201.2K$152.0K-$49.2K2026-10-27
TFC Financial Management, Inc.
DECREASED1,8061,842-36-2%$151.7K$139.8K-$11.9K2026-10-26
Bessemer Group Inc
INCREASED1,769304+1,465+482%$23.0K$115.0K+$92.0K2026-11-09
Rachor Investment Advisory Services, LLC
INCREASED1,7221,701+21+1%$140.1K$133.3K-$6.7K2026-10-29
Gamma Investing LLC
UNCHANGED1,7221,72200%$141.8K$133.3K-$8.5K2026-10-08
Fairman Group, LLC
UNCHANGED1,5721,57200%$129.4K$121.7K-$7.7K2026-10-26
Sawyer & Company, Inc
UNCHANGED1,5651,56500%$128.9K$121.2K-$7.7K2026-10-21
True Wealth Design, LLC
DECREASED1,5391,600-61-4%$131.7K$119.2K-$12.6K2026-10-13
Center for Financial Planning, Inc.
UNCHANGED1,5181,51800%$125.0K$117.5K-$7.5K2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED1,4421,44200%$118.7K$111.6K-$7.1K2026-10-23
Abound Wealth Management
INCREASED1,3231,097+226+21%$90.3K$102.4K+$12.1K2026-10-26
Trust Co of Vermont
UNCHANGED1,1651,16500%$95.9K$90.2K-$5.7K2026-10-21
Hilltop National Bank
UNCHANGED1,1091,10900%$91.3K$85.9K-$5.5K2026-10-14
Centennial Bank
UNCHANGED1,0151,01500%$83.6K$78.6K-$5.0K2026-11-09
Lowe Brockenbrough & Co Inc
UNCHANGED97197100%$80.0K$75.2K-$4.8K2026-11-09
Meriwether Wealth & Planning, LLC
NEW935—+935——$72.4K—2026-10-13
Hantz Financial Services, Inc.
DECREASED9341,201-267-22%$99.0K$72.0K-$27.0K2026-11-09
Foster Dykema Cabot & Partners, LLC
UNCHANGED91891800%$75.6K$71.1K-$4.5K2026-10-30
Lanark Financial, Inc.
INCREASED915913+2+0%$75.2K$70.9K-$4.3K2026-10-26
Clark Wealth Partners
UNCHANGED84284200%$69.3K$65.2K-$4.1K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED78078000%$64.3K$60.4K-$3.8K2026-10-28
Pacific Center for Financial Services
UNCHANGED73673600%$60.6K$57.0K-$3.6K2026-10-15
Golden State Wealth Management, LLC
UNCHANGED73573500%$60.6K$57.0K-$3.6K2026-11-02
Tradewinds Capital Management, LLC
UNCHANGED72772700%$59.9K$56.3K-$3.6K2026-10-23
Godfrey Financial Associates, Inc.
UNCHANGED71471400%$58.8K$55.3K-$3.5K2026-11-10
Geneos Wealth Management Inc.
DECREASED712718-6-1%$59.1K$55.1K-$4.0K2026-11-09
BankChampaign, National Association
UNCHANGED68368300%$56.2K$52.9K-$3.4K2026-10-19
Blue Trust, Inc.
UNCHANGED67267200%$55.3K$52.0K-$3.3K2026-10-15
Grove Bank & Trust
DECREASED649886-237-27%$73.0K$50.2K-$22.7K2026-10-08
Peterson Wealth Management
INCREASED645643+2+0%$52.9K$49.9K-$3.0K2026-11-06
Farmers & Merchants Investments Inc
NEW618—+618——$47.8K—2026-10-22
Walsh & Associates, LLC
UNCHANGED60060000%$49.4K$46.5K-$3.0K2026-11-09
Chilton Capital Management LLC
UNCHANGED60060000%$49.4K$46.5K-$3.0K2026-10-28
First United Bank & Trust
UNCHANGED58558500%$48.2K$45.3K-$2.9K2026-10-22
Cullen T Bankers, Inc.
NEW574—+574——$44.4K—2026-10-28
Russell Investments Group, Ltd.
INCREASED42738+389+1024%$3.1K$33.1K+$29.9K2026-11-06
Ascentis Independent Advisors
NEW387—+387——$30.0K—2026-11-03
Gleason Group, Inc.
INCREASED379378+1+0%$31.1K$29.4K-$1.8K2026-10-15
City State Bank
UNCHANGED37537500%$30.9K$29.0K-$1.8K2026-10-20
American Capital Advisory, LLC
UNCHANGED35035000%$28.8K$27.1K-$1.7K2026-10-28
First Community Trust NA
DECREASED3181,068-750-70%$87.9K$24.6K-$63.3K2026-10-07
Pittenger & Anderson Inc
UNCHANGED31231200%$25.7K$24.1K-$1.5K2026-11-02
Southern Michigan Bank & Trust
UNCHANGED29329300%$24.1K$22.7K-$1.4K2026-10-19
SouthState Bank Corp
UNCHANGED27327300%$22.5K$21.1K-$1.3K2026-11-09
United Community Bank
UNCHANGED27027000%$22.2K$20.9K-$1.3K2026-10-28
SYM Financial Corp
UNCHANGED25425400%$20.9K$19.7K-$1.2K2026-10-26
Compass Financial Management LLC
NEW227—+227——$17.6K—2026-10-30
Westside Investment Management, Inc.
UNCHANGED20020000%$16.5K$15.7K-$7222026-11-02
Catherine Avery Investment Management LLC
UNCHANGED19819800%$16.3K$15.3K-$9742026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED19519500%$16.1K$15.1K-$9602026-10-27
Morling Financial Advisors, LLC
DECREASED192303-111-37%$24.9K$14.9K-$10.1K2026-10-28
Birch Financial Group, LLC
NEW180—+180——$14.0K—2026-10-27
Kings Path Partners LLC
UNCHANGED14814800%$12.2K$11.5K-$7282026-10-21
First Horizon Corp
UNCHANGED10310300%$8.5K$8.0K-$5072026-10-26
Private Wealth Management Group, LLC
UNCHANGED777700%$6.3K$6.0K-$3792026-10-19
Cranbrook Wealth Management, LLC
UNCHANGED505000%$4.1K$3.9K-$2462026-10-28
CoreCap Advisors, LLC
DECREASED35728-693-95%$59.9K$2.7K-$57.2K2026-10-08
Cornerstone National Bank & Trust Co
NEW24—+24——$1.9K—2026-10-20
Citigroup Inc
NEW1—+1——$77—2026-11-04
Root Financial Partners, LLC
CLOSED02,329,592-2,329,592-100%$191.8M$0-$191.8M2026-10-21
Confluence Wealth Services, Inc.
CLOSED01,235,907-1,235,907-100%$101.8M$0-$101.8M2026-11-05
HighTower Advisors, LLC
CLOSED01,127,524-1,127,524-100%$92.8M$0-$92.8M2026-11-10
Choreo, LLC
CLOSED0358,848-358,848-100%$29.5M$0-$29.5M2026-10-28
Market Street Wealth Management Advisors LLC
CLOSED0354,823-354,823-100%$29.2M$0-$29.2M2026-10-09
Builder Investment Group Inc
CLOSED0324,817-324,817-100%$26.7M$0-$26.7M2026-10-22
Tilson Financial Group, Inc.
CLOSED0314,786-314,786-100%$25.9M$0-$25.9M2026-11-09
Harbour Investments, Inc.
CLOSED0239,327-239,327-100%$19.7M$0-$19.7M2026-11-09
True Link Financial Advisors, LLC
CLOSED0220,656-220,656-100%$18.2M$0-$18.2M2026-10-27
B&D White Capital Company, LLC
CLOSED0185,231-185,231-100%$15.3M$0-$15.3M2026-11-02
Waterfront Wealth Inc.
CLOSED0129,369-129,369-100%$10.5M$0-$10.5M2026-11-03
TFO Wealth Partners, LLC
CLOSED0123,258-123,258-100%$10.1M$0-$10.1M2026-11-09
Vestia Personal Wealth Advisors
CLOSED0120,763-120,763-100%$9.9M$0-$9.9M2026-10-20
Kestra Advisory Services, LLC
CLOSED0120,004-120,004-100%$9.9M$0-$9.9M2026-11-02
Aspiriant, LLC
CLOSED0113,295-113,295-100%$9.3M$0-$9.3M2026-10-16
Demming Financial Services Corp
CLOSED0108,962-108,962-100%$9.0M$0-$9.0M2026-11-09
Kestra Investment Management, LLC
CLOSED081,423-81,423-100%$6.7M$0-$6.7M2026-11-04
Well Done, LLC
CLOSED079,436-79,436-100%$6.5M$0-$6.5M2026-10-20
First Financial Group Corp
CLOSED078,084-78,084-100%$6.4M$0-$6.4M2026-10-22
Concurrent Investment Advisors, LLC
CLOSED061,310-61,310-100%$5.0M$0-$5.0M2026-10-16
MGO One Seven LLC
CLOSED060,779-60,779-100%$5.0M$0-$5.0M2026-10-28
BCM Advisors, LLC
CLOSED053,519-53,519-100%$4.3M$0-$4.3M2026-11-03
Armor Investment Advisors, LLC
CLOSED048,091-48,091-100%$4.0M$0-$4.0M2026-10-27
Spectrum Advisors, Inc.
CLOSED047,041-47,041-100%$3.9M$0-$3.9M2026-11-03
Freedom Investment Management, Inc.
CLOSED045,114-45,114-100%$3.7M$0-$3.7M2026-11-09
Valeo Financial Advisors, LLC
CLOSED043,996-43,996-100%$3.6M$0-$3.6M2026-10-08
EverSource Wealth Advisors, LLC
CLOSED040,345-40,345-100%$3.3M$0-$3.3M2026-11-04
Mayfair Advisory Group, LLC
CLOSED031,747-31,747-100%$2.6M$0-$2.6M2026-10-20
AlphaCore Capital LLC
CLOSED025,606-25,606-100%$2.1M$0-$2.1M2026-11-04
Bullock Wealth Management Group
CLOSED023,175-23,175-100%$1.9M$0-$1.9M2026-10-09
Oarsman Capital, Inc.
CLOSED021,580-21,580-100%$1.8M$0-$1.8M2026-11-05
Washington Trust Advisors, Inc.
CLOSED019,251-19,251-100%$1.6M$0-$1.6M2026-10-22
Align Financial, LLC
CLOSED017,597-17,597-100%$144.9K$0-$144.9K2026-10-16
Prospera Financial Services Inc
CLOSED017,442-17,442-100%$1.4M$0-$1.4M2026-11-04
Cathy Pareto & Associates, Inc
CLOSED015,769-15,769-100%$1.3M$0-$1.3M2026-10-15
Financial Insights, Inc.
CLOSED015,169-15,169-100%$1.2M$0-$1.2M2026-10-27
Wealthcare Advisory Partners LLC
CLOSED014,306-14,306-100%$1.2M$0-$1.2M2026-10-21
United Advisor Group, LLC
CLOSED014,138-14,138-100%$1.2M$0-$1.2M2026-11-03
Canvas Wealth Advisors, LLC
CLOSED013,535-13,535-100%$1.1M$0-$1.1M2026-11-02
Porter White Investment Advisors, Inc.
CLOSED011,055-11,055-100%$910.2K$0-$910.2K2026-10-14
Citizens Financial Group Inc
CLOSED010,879-10,879-100%$895.8K$0-$895.8K2026-10-23
Integrity Alliance, Llc.
CLOSED010,278-10,278-100%$846.3K$0-$846.3K2026-10-29
Lynx Investment Advisory
CLOSED09,930-9,930-100%$817.6K$0-$817.6K2026-10-27
Archford Capital Strategies, LLC
CLOSED09,110-9,110-100%$750.1K$0-$750.1K2026-10-19
Capital Investment Advisors, LLC
CLOSED08,670-8,670-100%$713.9K$0-$713.9K2026-10-22
Sowell Financial Services LLC
CLOSED08,023-8,023-100%$660.6K$0-$660.6K2026-10-23
Sensenig Capital Advisors, Inc
CLOSED07,966-7,966-100%$655.9K$0-$655.9K2026-10-23
Allegiance Financial Group Advisory Services LLC
CLOSED07,714-7,714-100%$635.2K$0-$635.2K2026-11-02
S.A. Mason LLC
CLOSED07,588-7,588-100%$624.8K$0-$624.8K2026-10-13
Watershed Private Wealth LLC
CLOSED07,454-7,454-100%$613.8K$0-$613.8K2026-10-30
Level Four Advisory Services, LLC
CLOSED06,398-6,398-100%$526.9K$0-$526.9K2026-11-06
HB Wealth Management, LLC
CLOSED05,884-5,884-100%$484.6K$0-$484.6K2026-10-23
Bdfs Capital LLC
CLOSED05,850-5,850-100%$481.7K$0-$481.7K2026-10-14
Parallel Advisors, LLC
CLOSED05,293-5,293-100%$435.8K$0-$435.8K2026-11-03
Financial Security Advisor, Inc.
CLOSED05,069-5,069-100%$417.4K$0-$417.4K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED04,896-4,896-100%$403.2K$0-$403.2K2026-10-14
Nwam LLC
CLOSED04,880-4,880-100%$401.8K$0-$401.8K2026-11-09
Frank, Rimerman Advisors LLC
CLOSED04,582-4,582-100%$377.4K$0-$377.4K2026-10-16
North Capital, Inc.
CLOSED04,083-4,083-100%$336.2K$0-$336.2K2026-10-16
Poinciana Advisors Group, LLC
CLOSED03,803-3,803-100%$313.1K$0-$313.1K2026-11-06
Daytona Street Capital LLC
CLOSED03,784-3,784-100%$307.1K$0-$307.1K2026-10-15
Penobscot Investment Management Company, Inc.
CLOSED03,440-3,440-100%$283.3K$0-$283.3K2026-10-26
West Wealth Group, LLC
CLOSED03,362-3,362-100%$276.9K$0-$276.9K2026-10-14
Aspirean Wealth, LLC
CLOSED03,358-3,358-100%$276.5K$0-$276.5K2026-11-03
Bison Wealth, LLC
CLOSED03,315-3,315-100%$270.8K$0-$270.8K2026-10-13
Plante Moran Financial Advisors, LLC
CLOSED03,116-3,116-100%$256.6K$0-$256.6K2026-11-04
Ares Financial Consulting, LLC
CLOSED03,021-3,021-100%$248.7K$0-$248.7K2026-10-19
Retirement Planning Group, LLC
CLOSED02,991-2,991-100%$246.3K$0-$246.3K2026-10-19
Robinswood Financial LLC
CLOSED02,927-2,927-100%$241.0K$0-$241.0K2026-10-20
Quadrant Capital Group LLC
CLOSED02,866-2,866-100%$236.0K$0-$236.0K2026-10-20
Silverlake Wealth Management LLC
CLOSED02,724-2,724-100%$224.3K$0-$224.3K2026-10-21
Everhart Financial Group, Inc.
CLOSED02,702-2,702-100%$222.5K$0-$222.5K2026-10-08
Meadow Creek Wealth Advisors LLC
CLOSED02,606-2,606-100%$214.6K$0-$214.6K2026-11-02
FinDec Wealth Services, Inc.
CLOSED02,495-2,495-100%$205.4K$0-$205.4K2026-10-30
One Day In July LLC
CLOSED02,494-2,494-100%$205.4K$0-$205.4K2026-10-30
Woodside Wealth Management LLC
CLOSED02,433-2,433-100%$200.3K$0-$200.3K2026-10-16
Provenance Wealth Advisors, LLC
CLOSED02,131-2,131-100%$175.5K$0-$175.5K2026-10-30
Lodestone Wealth Management LLC
CLOSED01,749-1,749-100%$144.0K$0-$144.0K2026-10-14
Aspect Partners, LLC
CLOSED01,706-1,706-100%$140.5K$0-$140.5K2026-10-20
Highland Investment Advisors LLC
CLOSED01,624-1,624-100%$133.7K$0-$133.7K2026-11-09
Park National Corp
CLOSED01,419-1,419-100%$116.8K$0-$116.8K2026-10-05
Trust Co
CLOSED01,377-1,377-100%$113.4K$0-$113.4K2026-10-09
Horizon Financial Services, LLC
CLOSED0890-890-100%$73.3K$0-$73.3K2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED0874-874-100%$72.0K$0-$72.0K2026-10-27
Signature Resources Capital Management, LLC
CLOSED0778-778-100%$64.1K$0-$64.1K2026-10-16
Quent Capital, LLC
CLOSED0615-615-100%$50.7K$0-$50.7K2026-11-09
Salem Investment Counselors Inc
CLOSED0537-537-100%$44.2K$0-$44.2K2026-10-13
1620 Investment Advisors, Inc.
CLOSED0415-415-100%$34.2K$0-$34.2K2026-11-04
Hughes Financial Services, LLC
CLOSED0372-372-100%$30.6K$0-$30.6K2026-10-30
Creative Capital Management Investments LLC
CLOSED0343-343-100%$28.2K$0-$28.2K2026-10-28
Flagship Wealth Advisors, LLC
CLOSED0311-311-100%$25.6K$0-$25.6K2026-11-03
Transce3nd, LLC
CLOSED0296-296-100%$24.0K$0-$24.0K2026-10-26
Cornerstone Planning Group LLC
CLOSED0287-287-100%$23.3K$0-$23.3K2026-10-16
Highline Wealth Partners LLC
CLOSED0268-268-100%$22.1K$0-$22.1K2026-10-19
Nemes Rush Group LLC
CLOSED0268-268-100%$22.1K$0-$22.1K2026-11-04
Adkins Seale Capital Management LLC
CLOSED0165-165-100%$13.6K$0-$13.6K2026-10-27
Birchwood Financial Partners, Inc.
CLOSED0126-126-100%$10.4K$0-$10.4K2026-11-02
Creative Financial Designs Inc
CLOSED053-53-100%$4.4K$0-$4.4K2026-11-04
Bangor Savings Bank
CLOSED040-40-100%$3.3K$0-$3.3K2026-10-06
Archer Investment Corp
CLOSED015-15-100%$1.2K$0-$1.2K2026-11-05
Northern Trust Corp
N/A—9,449,673-9,449,673-100%$778.1M———
Bank of America Corp
N/A—6,821,323-6,821,323-100%$561.7M———
Focus Partners Wealth
N/A—3,276,884-3,276,884-100%$269.8M———
Pure Financial Advisors, LLC
N/A—3,262,743-3,262,743-100%$268.7M———
Envestnet Asset Management Inc
N/A—1,874,508-1,874,508-100%$154.3M———
Mercer Global Advisors Inc
N/A—1,506,590-1,506,590-100%$124.1M———
Royal Bank of Canada
N/A—1,200,879-1,200,879-100%$98.9M———
Premier Financial Group
N/A—1,178,528-1,178,528-100%$97.0M———
Raymond James Financial Inc
N/A—1,127,165-1,127,165-100%$92.8M———
UBS Group AG
N/A—1,067,070-1,067,070-100%$87.9M———
Focus Partners Advisor Solutions, LLC
N/A—943,404-943,404-100%$77.7M———
Pathstone Holdings, LLC
N/A—908,781-908,781-100%$74.8M———
Brown Advisory Inc
N/A—878,685-878,685-100%$72.4M———
Bleakley Financial Group, LLC
N/A—820,209-820,209-100%$67.5M———
Cerity Partners LLC
N/A—704,902-704,902-100%$58.0M———
Mariner, LLC
N/A—685,880-685,880-100%$56.5M———
Cetera Investment Advisers
N/A—679,277-679,277-100%$55.9M———
EP Wealth Advisors, LLC
N/A—676,193-676,193-100%$55.7M———
Northwestern Mutual Wealth Management Co
N/A—511,228-511,228-100%$42.1M———
Beaird Harris Wealth Management, LLC
N/A—505,291-505,291-100%$41.6M———
Osaic Holdings, Inc.
N/A—492,155-492,155-100%$40.5M———
Sequoia Financial Advisors, LLC
N/A—420,312-420,312-100%$34.6M———
Jones Financial Companies Lllp
N/A—399,583-399,583-100%$32.7M———
Captrust Financial Advisors
N/A—368,474-368,474-100%$30.3M———
Beacon Pointe Advisors, LLC
N/A—361,150-361,150-100%$29.7M———
Advisory Alpha, LLC
N/A—320,063-320,063-100%$26.4M———
Jackson Thornton Wealth Management, LLC
N/A—309,328-309,328-100%$25.5M———
Parkwoods Wealth Partners, LLC
N/A—304,730-304,730-100%$25.1M———
Planning Center, Inc.
N/A—300,501-300,501-100%$24.7M———
Forum Private Client Group LLC
N/A—298,118-298,118-100%$24.5M———
Wells Fargo & Company
N/A—295,411-295,411-100%$24.3M———
Pinney & Scofield, Inc.
N/A—290,953-290,953-100%$24.0M———
McNamara Financial Services, Inc.
N/A—283,052-283,052-100%$23.3M———
BlackRock, Inc.
N/A—274,915-274,915-100%$22.6M———
Stifel Financial Corp
N/A—271,181-271,181-100%$22.3M———
WPWealth LLP
N/A—253,917-253,917-100%$20.9M———
LRI Investments, LLC
N/A—251,896-251,896-100%$20.7M———
Financial Engines Advisors L.L.C.
N/A—248,065-248,065-100%$20.4M———
JPMorgan Chase & Co
N/A—241,729-241,729-100%$19.8M———
OneDigital Investment Advisors LLC
N/A—236,987-236,987-100%$19.5M———
Sentinel Wealth Management, Inc.
N/A—224,550-224,550-100%$18.5M———
Aspen Capital Management, LLC
N/A—214,183-214,183-100%$17.6M———
Bridgewater Advisors Inc.
N/A—193,874-193,874-100%$16.0M———
AQR Capital Management LLC
N/A—185,715-185,715-100%$15.3M———
Connable Office Inc
N/A—184,557-184,557-100%$15.2M———
American Investment Services, Inc.
N/A—183,701-183,701-100%$15.1M———
MML Investors Services, LLC
N/A—180,549-180,549-100%$14.9M———
Invst, LLC
N/A—177,551-177,551-100%$14.6M———
Modern Wealth Management, LLC
N/A—176,436-176,436-100%$14.5M———
Arax Advisory Partners
N/A—175,491-175,491-100%$14.4M———
One Capital Management, LLC
N/A—173,609-173,609-100%$12.3M———
MAI Capital Management
N/A—173,300-173,300-100%$14.3M———
Smartleaf Asset Management LLC
N/A—168,970-168,970-100%$13.8M———
Dravo BAY LLC
N/A—163,345-163,345-100%$13.4M———
Granite Harbor Advisors, Inc.
N/A—159,251-159,251-100%$13.1M———
Baird Financial Group, Inc.
N/A—155,022-155,022-100%$12.8M———
Morgan Stanley
N/A—152,737-152,737-100%$12.6M———
VeraBank, N.A.
N/A—152,676-152,676-100%$12.6M———
Wood Tarver Financial Group, LLC
N/A—149,093-149,093-100%$12.3M———
Webster Bank, N. A.
N/A—147,590-147,590-100%$12.2M———
WorthPointe, LLC
N/A—146,985-146,985-100%$12.1M———
Envision Financial Planning, LLC
N/A—143,153-143,153-100%$11.8M———
Professional Financial Solutions LLC
N/A—141,095-141,095-100%$11.6M———
Capital Analysts, LLC
N/A—138,463-138,463-100%$11.4M———
Daner Wealth Management, LLC
N/A—135,563-135,563-100%$11.4M———
Curio Wealth, LLC
N/A—130,300-130,300-100%$10.7M———
Rehmann Capital Advisory Group
N/A—127,129-127,129-100%$10.5M———
CarsonAllaria Wealth Management, Ltd.
N/A—125,618-125,618-100%$10.3M———
KEB Asset Management, LLC
N/A—120,162-120,162-100%$9.9M———
Ruedi Wealth Management, Inc.
N/A—108,722-108,722-100%$9.0M———
Aegis Wealth Management LLC
N/A—105,196-105,196-100%$8.7M———
Claris Advisors, LLC / MO /
N/A—103,413-103,413-100%$8.5M———
Ruggaard & Associates LLC
N/A—102,255-102,255-100%$8.4M———
Cordant, Inc.
N/A—97,484-97,484-100%$8.0M———
Pinnacle Financial Partners, Inc.
N/A—97,198-97,198-100%$8.0M———
Rockefeller Capital Management L.P.
N/A—95,451-95,451-100%$7.9M———
JMG Financial Group, Ltd.
N/A—93,925-93,925-100%$7.7M———
Zhang Financial LLC
N/A—92,604-92,604-100%$7.6M———
NewEdge Advisors, LLC
N/A—89,442-89,442-100%$7.4M———
Vestmark Advisory Solutions, Inc.
N/A—86,944-86,944-100%$7.2M———
Quantinno Capital Management LP
N/A—82,505-82,505-100%$6.8M———
Seneschal Advisors, LLC
N/A—78,782-78,782-100%$6.5M———
Birchcreek Wealth Management, LLC
N/A—75,923-75,923-100%$6.3M———
SageView Advisory Group, LLC
N/A—73,811-73,811-100%$6.1M———
Atlantic Union Bankshares Corp
N/A—72,051-72,051-100%$5.9M———
Napier Financial, LLC
N/A—71,522-71,522-100%$5.9M———
Envestnet Portfolio Solutions, Inc.
N/A—67,765-67,765-100%$5.6M———
Savvy Advisors, Inc.
N/A—66,348-66,348-100%$5.5M———
Wealthspan Partners, LLC
N/A—65,459-65,459-100%$5.4M———
DiPaolo Financial Group, Inc.
N/A—64,953-64,953-100%$5.3M———
Stadion Money Management, LLC
N/A—64,849-64,849-100%$5.3M———
Commerce Bank
N/A—63,548-63,548-100%$5.2M———
Private Advisor Group, LLC
N/A—63,017-63,017-100%$5.2M———
FMB Wealth Management
N/A—61,391-61,391-100%$5.1M———
Janney Montgomery Scott LLC
N/A—60,199-60,199-100%$5.0M———
Broadhurst Jeffrey B
N/A—58,515-58,515-100%$4.8M———
Sanctuary Advisors, LLC
N/A—58,064-58,064-100%$4.8M———
Cascade Financial Partners, LLC
N/A—55,580-55,580-100%$4.6M———
Harbour Wealth Management Group, Inc.
N/A—51,481-51,481-100%$4.2M———
Advisory Services Network, LLC
N/A—50,038-50,038-100%$4.1M———
Investment Advisory Group, LLC
N/A—49,574-49,574-100%$4.1M———
SEI Investments Co
N/A—49,544-49,544-100%$4.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—48,508-48,508-100%$4.0M———
Planwiser Financial, LLC
N/A—47,652-47,652-100%$3.9M———
Strategic Investment Solutions, Inc.
N/A—46,493-46,493-100%$3.8M———
IHT Wealth Management, LLC
N/A—45,917-45,917-100%$3.8M———
Mason & Associates Inc
N/A—45,766-45,766-100%$3.8M———
Kingsview Wealth Management, LLC
N/A—45,609-45,609-100%$3.8M———
FourThought Financial Partners, LLC
N/A—45,601-45,601-100%$3.8M———
HTG Investment Advisors, Inc.
N/A—44,514-44,514-100%$3.7M———
Wealthspire Advisors, LLC
N/A—43,932-43,932-100%$3.6M———
Mosaic Family Wealth Partners, LLC
N/A—43,323-43,323-100%$3.6M———
Morris Financial Concepts, Inc.
N/A—42,788-42,788-100%$3.5M———
First Western Trust Bank
N/A—41,664-41,664-100%$3.4M———
Summit Financial, LLC
N/A—41,563-41,563-100%$3.4M———
Dopkins Wealth Management, LLC
N/A—40,946-40,946-100%$3.4M———
Cloud Capital Management, LLC
N/A—40,587-40,587-100%$3.3M———
Moneta Group Investment Advisors LLC
N/A—39,872-39,872-100%$3.3M———
Equitable Holdings, Inc.
N/A—39,225-39,225-100%$3.2M———
Oakmont Advisory Group, LLC
N/A—39,173-39,173-100%$3.2M———
Vantage Point Financial LLC
N/A—39,103-39,103-100%$3.2M———
Goepper Burkhardt LLC
N/A—38,124-38,124-100%$3.1M———
WCG Wealth Advisors LLC
N/A—37,754-37,754-100%$3.1M———
Drucker Wealth 3.0, LLC
N/A—37,228-37,228-100%$3.1M———
FLC Capital Advisors
N/A—36,335-36,335-100%$3.0M———
QRG Capital Management, Inc.
N/A—35,623-35,623-100%$2.9M———
Natixis Advisors, LLC
N/A—35,059-35,059-100%$2.9M———
Walter & Keenan Wealth Management LLC
N/A—34,947-34,947-100%$2.9M———
United Capital Financial Advisors, LLC
N/A—33,690-33,690-100%$2.8M———
Fortis Advisors, LLC
N/A—30,842-30,842-100%$2.5M———
Wescap Management Group, Inc.
N/A—30,773-30,773-100%$2.5M———
Gladstone Institutional Advisory LLC
N/A—29,439-29,439-100%$2.4M———
Berger Financial Group, Inc
N/A—28,886-28,886-100%$2.4M———
FCA Corp
N/A—28,582-28,582-100%$2.4M———
Fiduciary Financial Advisors
N/A—28,517-28,517-100%$2.3M———
Noble Wealth Partners LLC
N/A—28,357-28,357-100%$2.3M———
Optimus Capital Advisors, LLC
N/A—27,989-27,989-100%$2.3M———
Stratos Wealth Partners, Ltd.
N/A—27,504-27,504-100%$2.3M———
Ameriprise Financial Inc
N/A—26,362-26,362-100%$2.2M———
Integrated Wealth Concepts LLC
N/A—24,713-24,713-100%$2.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—22,237-22,237-100%$1.8M———
JT Stratford LLC
N/A—21,835-21,835-100%$1.8M———
Curi Capital, LLC
N/A—21,617-21,617-100%$1.8M———
Teachers Insurance & Annuity Association of America
N/A—21,127-21,127-100%$1.7M———
Westmount Partners, LLC
N/A—20,516-20,516-100%$1.7M———
VSM Wealth Advisory, LLC
N/A—20,377-20,377-100%$1.7M———
Peapack Gladstone Financial Corp
N/A—20,009-20,009-100%$1.6M———
&partners
N/A—19,356-19,356-100%$1.6M———
Goldman Sachs Group Inc
N/A—19,126-19,126-100%$1.6M———
Axis Wealth Partners, LLC
N/A—18,808-18,808-100%$1.5M———
NewEdge Wealth, LLC
N/A—18,359-18,359-100%$1.5M———
FMR LLC
N/A—18,350-18,350-100%$1.5M———
Centaurus Financial, Inc.
N/A—18,283-18,283-100%$1.5M———
L & S Advisors Inc
N/A—16,510-16,510-100%$1.4M———
Betterment LLC
N/A—15,574-15,574-100%$1.3M———
Global Retirement Partners, LLC
N/A—15,363-15,363-100%$1.3M———
Mars Jewett Financial Group, Inc.
N/A—14,645-14,645-100%$1.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—14,640-14,640-100%$1.2M———
Barnes Pettey Financial Advisors, LLC
N/A—14,508-14,508-100%$1.2M———
EQ Wealth Advisors, LLC
N/A—14,331-14,331-100%$1.2M———
Cladis Investment Advisory, LLC
N/A—13,180-13,180-100%$1.1M———
Painted Porch Advisors LLC
N/A—12,820-12,820-100%$1.1M———
South Plains Financial, Inc.
N/A—12,208-12,208-100%$1.0M———
Tower Research Capital LLC (TRC)
N/A—12,041-12,041-100%$991.5K———
CreativeOne Wealth, LLC
N/A—11,610-11,610-100%$956.0K———
Essex Financial Services, Inc.
N/A—11,031-11,031-100%$908.3K———
GWN Securities Inc.
N/A—10,680-10,680-100%$879.4K———
Fischer Investment Strategies, LLC
N/A—10,678-10,678-100%$879.2K———
HM Payson & Co
N/A—10,425-10,425-100%$858.4K———
Keating Financial Advisory Services, Inc.
N/A—10,251-10,251-100%$844.1K———
First American Trust, FSB
N/A—10,058-10,058-100%$828.2K———
Cresset Asset Management, LLC
N/A—9,915-9,915-100%$816.4K———
Ameritas Advisory Services, LLC
N/A—9,826-9,826-100%$809.1K———
Range Advisory, LLC
N/A—9,768-9,768-100%$804.3K———
Resolute Wealth Advisor, Inc.
N/A—9,741-9,741-100%$692.9K———
Graver Capital Management, LLC
N/A—9,613-9,613-100%$791.6K———
Transcend Capital Advisors, LLC
N/A—9,278-9,278-100%$763.9K———
Whittier Trust Co of Nevada Inc
N/A—8,771-8,771-100%$709.8K———
Measured Wealth Private Client Group, LLC
N/A—8,743-8,743-100%$719.9K———
KM Capital Management Ltd.
N/A—8,446-8,446-100%$695.5K———
Colonial Trust Co / SC
N/A—8,020-8,020-100%$660.4K———
Foundations Investment Advisors, LLC
N/A—7,990-7,990-100%$657.9K———
Fort Point Capital Partners LLC
N/A—7,789-7,789-100%$641.3K———
Empower Advisory Group, LLC
N/A—7,729-7,729-100%$636.4K———
Advyzon Investment Management, LLC
N/A—7,636-7,636-100%$628.8K———
1015 Capital Partners, LLC
N/A—7,604-7,604-100%$626.1K———
Waverly Advisors, LLC
N/A—7,588-7,588-100%$624.8K———
Wealthspire Retirement, LLC
N/A—7,506-7,506-100%$618.0K———
Huntington National Bank
N/A—7,400-7,400-100%$609.3K———
Brown Brothers Harriman & Co
N/A—7,082-7,082-100%$583.1K———
O'shaughnessy Asset Management, LLC
N/A—7,014-7,014-100%$577.5K———
Mpwm Advisory Solutions, LLC
N/A—6,824-6,824-100%$561.9K———
Vigil Wealth Management, LLC
N/A—6,766-6,766-100%$557.1K———
Principal Securities, Inc.
N/A—6,728-6,728-100%$554.0K———
Vistica Wealth Advisors, LLC
N/A—6,677-6,677-100%$549.8K———
Zacks Investment Management
N/A—6,668-6,668-100%$549.1K———
Cambria Investment Management, L.P.
N/A—6,227-6,227-100%$512.7K———
Empowered Funds, LLC
N/A—6,227-6,227-100%$512.7K———
W1m Asset Management Ltd
N/A—6,095-6,095-100%$501.9K———
BOK Financial Private Wealth, Inc.
N/A—5,959-5,959-100%$490.7K———
Bouchey Financial Group, Ltd.
N/A—5,916-5,916-100%$487.1K———
Hanover Advisors Inc
N/A—5,902-5,902-100%$486.0K———
Ancora Advisors LLCA
N/A—5,813-5,813-100%$478.6K———
Novak & Powell Financial Services, Inc.
N/A—5,667-5,667-100%$466.6K———
Perennial Investment Advisors, LLC
N/A—5,666-5,666-100%$466.6K———
Atlas Wealth LLC
N/A—5,036-5,036-100%$414.7K———
CIBC Bancorp USA Inc.
N/A—4,960-4,960-100%$408.4K———
Disciplined Investments, LLC
N/A—4,890-4,890-100%$402.6K———
Stephens Inc
N/A—4,833-4,833-100%$397.9K———
Gateway Wealth Partners, LLC
N/A—4,629-4,629-100%$381.1K———
NorthRock Partners, LLC
N/A—4,556-4,556-100%$375.2K———
Stonebridge Financial Group, LLC
N/A—4,510-4,510-100%$371.0K———
Summit Wealth Partners, LLC
N/A—4,270-4,270-100%$351.6K———
Hill Investment Group Partners, LLC
N/A—4,269-4,269-100%$351.5K———
Wick Capital Partners, LLC
N/A—4,246-4,246-100%$349.6K———
American Financial Advisors, LLC
N/A—4,190-4,190-100%$345.0K———
HRT Financial LP
N/A—4,030-4,030-100%$331.0K———
Franklin Resources Inc
N/A—4,005-4,005-100%$329.8K———
McCartney Wealth Management LLC
N/A—3,869-3,869-100%$318.6K———
Capital Investment Management, Inc.
N/A—3,798-3,798-100%$312.7K———
Clark Capital Management Group, Inc.
N/A—3,756-3,756-100%$309.3K———
Caprock Group, LLC
N/A—3,735-3,735-100%$307.6K———
Forefront Wealth Partners, LLC
N/A—3,699-3,699-100%$304.6K———
AE Wealth Management LLC
N/A—3,564-3,564-100%$293.4K———
First Manhattan Co. Llc.
N/A—3,469-3,469-100%$285.6K———
First Foundation Advisors
N/A—3,444-3,444-100%$283.6K———
Benningfield Financial Advisors, LLC
N/A—3,350-3,350-100%$275.8K———
Stratos Wealth Advisors, LLC
N/A—3,339-3,339-100%$274.9K———
Synergy Investment Management, LLC
N/A—3,300-3,300-100%$271.7K———
Silver Coast Investments LLC
N/A—3,279-3,279-100%$270.0K———
E-Wealth Partners, LLC
N/A—3,255-3,255-100%$268.0K———
Sound View Wealth Advisors Group, LLC
N/A—3,204-3,204-100%$263.8K———
Eldridge Investment Advisors, Inc.
N/A—3,094-3,094-100%$254.8K———
Whittier Trust Co
N/A—3,088-3,088-100%$252.3K———
Safeguard Investment Advisory Group, LLC
N/A—3,070-3,070-100%$252.8K———
Disciplined Investors, L.L.C.
N/A—3,068-3,068-100%$252.6K———
Annandale Capital, LLC
N/A—3,004-3,004-100%$247.0K———
Snowden Capital Advisors LLC
N/A—2,992-2,992-100%$246.4K———
Operose Advisors LLC
N/A—2,965-2,965-100%$244.1K———
Ellenbecker Investment Group
N/A—2,932-2,932-100%$241.5K———
Aptus Capital Advisors, LLC
N/A—2,923-2,923-100%$240.7K———
Hollencrest Capital Management
N/A—2,852-2,852-100%$234.8K———
Bragg Financial Advisors, Inc
N/A—2,820-2,820-100%$232.2K———
Inspire Advisors, LLC
N/A—2,744-2,744-100%$225.8K———
Continuum Advisory, LLC
N/A—2,738-2,738-100%$225.5K———
Dakota Wealth Management
N/A—2,696-2,696-100%$222.0K———
Smith, Moore & Co.
N/A—2,692-2,692-100%$221.7K———
Marble Wealth, LLC
N/A—2,681-2,681-100%$220.7K———
Pine Harbor Wealth Management, LLC
N/A—2,571-2,571-100%$211.7K———
Odyssey Group, LLC
N/A—2,526-2,526-100%$208.0K———
Ausdal Financial Partners, Inc.
N/A—2,498-2,498-100%$205.7K———
Kiley Juergens Wealth Management, LLC
N/A—2,490-2,490-100%$205.0K———
UBS Asset Management Americas LLC
N/A—2,300-2,300-100%$189.4K———
Rialto Wealth Management, LLC
N/A—2,052-2,052-100%$169.0K———
Steward Partners Investment Advisory, LLC
N/A—2,000-2,000-100%$164.7K———
CVA Family Office, LLC
N/A—1,869-1,869-100%$153.9K———
Nalls Sherbakoff Group, LLC
N/A—1,855-1,855-100%$152.7K———
IMA Advisory Services, Inc.
N/A—1,766-1,766-100%$145.4K———
C M Bidwell & Associates LTD
N/A—1,720-1,720-100%$141.6K———
Forum Finance Group S.A.
N/A—1,713-1,713-100%$114———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,517-1,517-100%$124.9K———
Prosperity Bancshares Inc
N/A—1,285-1,285-100%$105.8K———
Glassy Mountain Advisors, Inc.
N/A—1,136-1,136-100%$93.5K———
Raffa Wealth Management, LLC
N/A—1,117-1,117-100%$92.0K———
Parvin Asset Management, LLC
N/A—1,100-1,100-100%$90.6K———
Sittner & Nelson, LLC
N/A—1,021-1,021-100%$84.1K———
Urban Financial Advisory Corp
N/A—839-839-100%$69.1K———
Medallion Wealth Advisors, LLC
N/A—825-825-100%$67.9K———
Rothschild Investment LLC
N/A—734-734-100%$60.4K———
FAS Wealth Partners, Inc.
N/A—714-714-100%$58.8K———
Dunhill Financial, LLC
N/A—644-644-100%$53.0K———
Vanguard Advisers Inc
N/A—526-526-100%$43.3K———
Corsicana & Co.
N/A—504-504-100%$41.5K———
Conquis Financial LLC
N/A—438-438-100%$36.1K———
Howe & Rusling Inc
N/A—353-353-100%$29.1K———
Oxford Financial Group, Ltd. LLC
N/A—329-329-100%$27.1K———
Qube Research & Technologies Ltd
N/A—322-322-100%$26.5K———
Abound Financial, LLC
N/A—312-312-100%$25.7K———
SHP Wealth Management
N/A—290-290-100%$23.9K———
Truvestments Capital LLC
N/A—87-87-100%$7.1K———
Frazier Financial Advisors, LLC
N/A—27-27-100%$2.2K———
Tiaa Wealth Investment Management LLC
N/A—4-4-100%$328———
Showing 941 of 941 institutions