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Dimensional US Core Equity 2 (DFAC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Forum Financial Management, LP
INCREASED
Shares42,841,242 from 42,594,541
Change+246,701 (+1%)
Value$1.9B (+$14.8M)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares19,145,139 from 18,533,056
Change+612,083 (+3%)
Value$851.0M (+$28.9M)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares17,175,406 from 16,110,656
Change+1,064,750 (+7%)
Value$776.0M (+$62.6M)
Filed 2026-10-08
Savant Capital, LLC
INCREASED
Shares14,585,539 from 13,605,470
Change+980,069 (+7%)
Value$648.3M (+$44.7M)
Filed 2026-11-06
Rockwood Wealth Management, LLC
INCREASED
Shares12,766,777 from 12,338,697
Change+428,080 (+3%)
Value$567.5M (+$20.1M)
Filed 2026-10-27
Greenspring Advisors, LLC
INCREASED
Shares12,676,617 from 12,639,119
Change+37,498 (+0%)
Value$563.5M (+$2.8M)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares9,614,300 from 9,377,832
Change+236,468 (+3%)
Value$427.4M (+$11.4M)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares8,049,138 from 6,464,130
Change+1,585,008 (+25%)
Value$357.1M (+$70.3M)
Filed 2026-11-06
Plancorp, LLC
DECREASED
Shares7,666,969 from 7,886,805
Change-219,836 (-3%)
Value$344.2M (-$5.8M)
Filed 2026-11-03
Symmetry Partners, LLC
DECREASED
Shares6,561,167 from 6,707,000
Change-145,833 (-2%)
Value$291.6M (-$5.9M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares6,290,819 from 8,368,847
Change-2,078,028 (-25%)
Value$279.6M (-$91.6M)
Filed 2026-11-02
AWM Capital, LLC
INCREASED
Shares5,786,464 from 5,181,625
Change+604,839 (+12%)
Value$257.2M (+$27.4M)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares4,752,478 from 4,811,065
Change-58,587 (-1%)
Value$211.2M (-$2.2M)
Filed 2026-10-28
JFS Wealth Advisors, LLC
INCREASED
Shares4,600,009 from 4,515,601
Change+84,408 (+2%)
Value$204.5M (+$4.2M)
Filed 2026-11-03
Asset Dedication, LLC
INCREASED
Shares4,593,420 from 4,464,536
Change+128,884 (+3%)
Value$204.2M (+$6.1M)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares4,409,998 from 4,201,813
Change+208,185 (+5%)
Value$196.0M (+$9.6M)
Filed 2026-10-26
DecisionPoint Financial, LLC
INCREASED
Shares4,293,579 from 4,061,339
Change+232,240 (+6%)
Value$191.8M (+$11.9M)
Filed 2026-10-27
Burton Enright Welch
INCREASED
Shares4,155,662 from 3,976,632
Change+179,030 (+5%)
Value$184.7M (+$8.3M)
Filed 2026-11-04
Austin Asset Management Co Inc
INCREASED
Shares4,088,797 from 4,009,061
Change+79,736 (+2%)
Value$181.7M (+$3.9M)
Filed 2026-10-29
Evanson Financial, LLC
DECREASED
Shares3,977,299 from 3,978,431
Change-1,132 (0%)
Value$176.8M (+$307.8K)
Filed 2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares3,838,991 from 3,821,991
Change+17,000 (+0%)
Value$170.6M (+$1.1M)
Filed 2026-10-13
Triune Financial Partners, LLC
INCREASED
Shares3,837,021 from 3,775,213
Change+61,808 (+2%)
Value$170.6M (+$3.1M)
Filed 2026-11-03
United Wealth Management, LLC
INCREASED
Shares3,796,272 from 3,775,121
Change+21,151 (+1%)
Value$168.7M (+$1.3M)
Filed 2026-10-30
Onyx Financial Advisors, LLC
DECREASED
Shares3,748,047 from 3,784,124
Change-36,077 (-1%)
Value$166.6M (-$1.3M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,634,909 from 3,171,700
Change+463,209 (+15%)
Value$163.6M (+$22.1M)
Filed 2026-10-13
Catalyst Capital Advisors LLC
UNCHANGED
Shares3,297,718 from 3,297,718
Change0 (0%)
Value$146.6M (+$296.8K)
Filed 2026-11-02
Millburn Ridgefield LLC
UNCHANGED
Shares3,297,718 from 3,297,718
Change0 (0%)
Value$146.6M (+$296.8K)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares3,268,802 from 1,097,040
Change+2,171,762 (+198%)
Value$145.3M (+$96.6M)
Filed 2026-11-06
Syverson Strege & Co
INCREASED
Shares3,256,901 from 3,196,733
Change+60,168 (+2%)
Value$144.8M (+$3.0M)
Filed 2026-11-02
BCU Wealth Advisors, LLC
INCREASED
Shares3,194,584 from 3,033,037
Change+161,547 (+5%)
Value$142.0M (+$7.5M)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares2,990,875 from 5,633,519
Change-2,642,644 (-47%)
Value$132.9M (-$117.0M)
Filed 2026-10-21
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares2,950,978 from 3,066,960
Change-115,982 (-4%)
Value$131.2M (-$4.9M)
Filed 2026-10-08
Altiora Financial Group, LLC
INCREASED
Shares2,895,784 from 2,886,811
Change+8,973 (+0%)
Value$128.7M (+$658.7K)
Filed 2026-11-04
Core Wealth Management, Inc.
DECREASED
Shares2,894,155 from 2,990,705
Change-96,550 (-3%)
Value$128.6M (-$4.0M)
Filed 2026-10-22
BetterWealth, LLC
INCREASED
Shares2,845,172 from 2,837,675
Change+7,497 (+0%)
Value$126.5M (+$588.6K)
Filed 2026-10-15
Creative Planning
DECREASED
Shares2,758,285 from 2,760,133
Change-1,848 (0%)
Value$122.6M (+$166.3K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
INCREASED
Shares2,719,029 from 2,591,864
Change+127,165 (+5%)
Value$120.9M (+$5.9M)
Filed 2026-10-14
Maseco LLP
INCREASED
Shares2,707,507 from 2,365,428
Change+342,079 (+14%)
Value$120.4M (+$15.5M)
Filed 2026-10-27
RAM Investment Partners, LLC
DECREASED
Shares2,671,092 from 2,710,018
Change-38,926 (-1%)
Value$118.7M (-$1.5M)
Filed 2026-10-21
Prudent Man Investment Management, Inc.
INCREASED
Shares2,624,031 from 2,373,152
Change+250,879 (+11%)
Value$116.6M (+$22.7M)
Filed 2026-11-03
ARK & TLK Investments, LLC
INCREASED
Shares2,601,555 from 2,512,144
Change+89,411 (+4%)
Value$115.6M (+$4.2M)
Filed 2026-10-20
Parkshore Wealth Management, Inc.
INCREASED
Shares2,586,928 from 2,373,136
Change+213,792 (+9%)
Value$115.0M (+$9.7M)
Filed 2026-10-13
New Capital Management LP
DECREASED
Shares2,566,848 from 2,570,196
Change-3,348 (0%)
Value$114.1M (+$82.5K)
Filed 2026-10-29
Warwick Investment Management, Inc.
DECREASED
Shares2,546,837 from 2,547,034
Change-197 (0%)
Value$113.2M (+$220.5K)
Filed 2026-10-19
TCI Wealth Advisors, Inc.
INCREASED
Shares2,416,217 from 2,382,827
Change+33,390 (+1%)
Value$107.4M (+$1.7M)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares2,409,707 from 2,542,798
Change-133,091 (-5%)
Value$107.1M (-$5.7M)
Filed 2026-11-02
Sensible Money, LLC
INCREASED
Shares2,344,144 from 2,221,756
Change+122,388 (+6%)
Value$104.2M (+$5.6M)
Filed 2026-10-20
Heritage Investment Group, Inc.
INCREASED
Shares2,310,988 from 2,294,074
Change+16,914 (+1%)
Value$102.7M (+$958.3K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
INCREASED
Shares2,262,631 from 2,228,328
Change+34,303 (+2%)
Value$100.6M (+$1.7M)
Filed 2026-10-14
Verisail Partners, LLC
DECREASED
Shares2,170,136 from 2,176,870
Change-6,734 (0%)
Value$96.5M (-$103.4K)
Filed 2026-10-19
ShankerValleau Wealth Advisors, Inc.
DECREASED
Shares2,163,045 from 2,197,279
Change-34,234 (-2%)
Value$96.1M (-$1.3M)
Filed 2026-10-16
Master's Wealth Management Inc.
INCREASED
Shares2,094,227 from 1,981,550
Change+112,677 (+6%)
Value$93.1M (+$5.2M)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares2,068,899 from 1,532,405
Change+536,494 (+35%)
Value$92.0M (+$24.0M)
Filed 2026-10-08
Warburton Capital Management, LLC
DECREASED
Shares2,031,055 from 2,055,556
Change-24,501 (-1%)
Value$91.1M (-$91.2K)
Filed 2026-11-06
One Degree Advisors Inc
INCREASED
Shares2,026,658 from 1,977,629
Change+49,029 (+2%)
Value$92.1M (+$4.5M)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares1,979,851 from 1,970,881
Change+8,970 (+0%)
Value$88.0M (+$576.1K)
Filed 2026-11-03
Straight Path Wealth Management
INCREASED
Shares1,969,785 from 1,883,822
Change+85,963 (+5%)
Value$87.6M (+$4.0M)
Filed 2026-10-23
SAX Wealth Advisors, LLC
DECREASED
Shares1,960,200 from 2,149,185
Change-188,985 (-9%)
Value$87.1M (+$3.6M)
Filed 2026-10-13
Mattern Wealth Management LLC
INCREASED
Shares1,899,689 from 1,895,431
Change+4,258 (+0%)
Value$84.4M (+$359.9K)
Filed 2026-11-04
Capstone Capital LLC
INCREASED
Shares1,898,081 from 1,873,234
Change+24,847 (+1%)
Value$84.4M (+$1.3M)
Filed 2026-10-14
Financial Symmetry Inc
INCREASED
Shares1,885,399 from 1,775,764
Change+109,635 (+6%)
Value$83.8M (+$5.0M)
Filed 2026-10-06
Baker Boyer National Bank
INCREASED
Shares1,877,681 from 1,867,814
Change+9,867 (+1%)
Value$83.5M (+$606.7K)
Filed 2026-11-05
Shearwater Capital LLC
DECREASED
Shares1,674,031 from 1,713,356
Change-39,325 (-2%)
Value$74.4M (-$1.6M)
Filed 2026-10-13
Tillman Hartley LLC
INCREASED
Shares1,668,762 from 1,647,465
Change+21,297 (+1%)
Value$74.2M (+$1.1M)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares1,628,789 from 1,679,450
Change-50,661 (-3%)
Value$72.4M (-$2.1M)
Filed 2026-10-14
Morton Capital Management LLC
INCREASED
Shares1,616,463 from 1,583,859
Change+32,604 (+2%)
Value$71.9M (+$1.6M)
Filed 2026-10-23
Wealth Advisors Northwest LLC
INCREASED
Shares1,608,307 from 1,584,943
Change+23,364 (+1%)
Value$71.5M (+$1.2M)
Filed 2026-10-29
Ballentine Capital Advisors, Inc
INCREASED
Shares1,553,784 from 1,539,171
Change+14,613 (+1%)
Value$69.1M (+$788.1K)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares1,525,453 from 1,571,550
Change-46,097 (-3%)
Value$67.8M (-$1.9M)
Filed 2026-10-22
Andrews, Lucia Wealth Management LLC
DECREASED
Shares1,516,989 from 1,649,228
Change-132,239 (-8%)
Value$67.4M (-$5.7M)
Filed 2026-11-02
True Wealth Design, LLC
DECREASED
Shares1,470,124 from 1,498,581
Change-28,457 (-2%)
Value$65.3M (-$1.1M)
Filed 2026-10-13
Cypress Point Wealth Management, LLC
INCREASED
Shares1,443,326 from 1,423,391
Change+19,935 (+1%)
Value$64.2M (+$1.0M)
Filed 2026-11-03
Trust Co of the South
INCREASED
Shares1,421,446 from 1,301,185
Change+120,261 (+9%)
Value$63.2M (+$5.5M)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares1,366,417 from 1,445,497
Change-79,080 (-5%)
Value$60.7M (-$3.4M)
Filed 2026-10-13
Northwest Wealth Management, LLC
INCREASED
Shares1,365,806 from 1,348,360
Change+17,446 (+1%)
Value$60.7M (+$896.8K)
Filed 2026-10-30
Earned Wealth Advisors, LLC
DECREASED
Shares1,329,830 from 1,342,461
Change-12,631 (-1%)
Value$59.1M (-$440.6K)
Filed 2026-11-06
RS Crum Inc.
DECREASED
Shares1,290,849 from 1,299,487
Change-8,638 (-1%)
Value$57.4M (-$267.0K)
Filed 2026-10-19
Bannerman Wealth Management Group, LLC
INCREASED
Shares1,270,774 from 1,243,763
Change+27,011 (+2%)
Value$56.5M (+$1.3M)
Filed 2026-10-09
Midwest Heritage Bank, FSB
DECREASED
Shares1,236,923 from 1,280,771
Change-43,848 (-3%)
Value$55.0M (-$1.8M)
Filed 2026-10-26
Vestment Financial LLC
INCREASED
Shares1,212,632 from 1,118,049
Change+94,583 (+8%)
Value$53.8M (+$4.1M)
Filed 2026-10-13
Vannoy Advisory Group, Inc.
INCREASED
Shares1,204,612 from 1,199,876
Change+4,736 (+0%)
Value$53.5M (+$318.5K)
Filed 2026-10-13
Lauterbach Financial Advisors, LLC
DECREASED
Shares1,200,738 from 1,216,392
Change-15,654 (-1%)
Value$53.4M (-$586.4K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares1,185,932 from 9,505
Change+1,176,427 (+12377%)
Value$52.7M (+$52.3M)
Filed 2026-10-26
Momentous Wealth Management, Inc.
INCREASED
Shares1,160,902 from 1,136,713
Change+24,189 (+2%)
Value$51.6M (+$1.2M)
Filed 2026-10-21
Abel Hall, LLC
INCREASED
Shares1,150,096 from 1,144,856
Change+5,240 (+0%)
Value$51.1M (+$336.0K)
Filed 2026-10-19
Client 1ST Advisory Group, LLC
DECREASED
Shares1,144,960 from 1,161,033
Change-16,073 (-1%)
Value$50.9M (-$609.9K)
Filed 2026-10-19
Squire Investment Management Company, LLC
INCREASED
Shares1,140,148 from 1,139,447
Change+701 (+0%)
Value$50.7M (+$133.7K)
Filed 2026-11-03
Bayshore Asset Management, LLC
DECREASED
Shares1,130,378 from 1,141,268
Change-10,890 (-1%)
Value$51.2M (+$590.8K)
Filed 2026-11-03
Mills Wealth Advisors LLC
INCREASED
Shares1,120,215 from 1,070,062
Change+50,153 (+5%)
Value$49.8M (+$2.3M)
Filed 2026-10-22
Cherrydale Wealth Management, LLC
INCREASED
Shares1,090,506 from 1,089,916
Change+590 (+0%)
Value$48.5M (+$125.0K)
Filed 2026-10-20
BIP Wealth, LLC
INCREASED
Shares1,082,592 from 1,027,009
Change+55,583 (+5%)
Value$48.1M (+$2.6M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,081,518 from 1,060,691
Change+20,827 (+2%)
Value$48.1M (+$1.0M)
Filed 2026-11-02
Cardinal Point Capital Management ULC
INCREASED
Shares1,070,089 from 1,037,411
Change+32,678 (+3%)
Value$47.6M (+$1.5M)
Filed 2026-10-21
RED Lighthouse Investment Management, LLC
DECREASED
Shares1,034,694 from 1,049,483
Change-14,789 (-1%)
Value$46.0M (-$562.9K)
Filed 2026-11-02
Parker Financial LLC
INCREASED
Shares1,016,785 from 974,952
Change+41,833 (+4%)
Value$45.0M (+$1.8M)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares1,010,466 from 869,885
Change+140,581 (+16%)
Value$45.2M (+$6.9M)
Filed 2026-10-27
Vested Financial Planning, LLC
INCREASED
Shares1,006,486 from 965,539
Change+40,947 (+4%)
Value$44.7M (+$1.9M)
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares977,257 from 954,017
Change+23,240 (+2%)
Value$43.4M (+$1.1M)
Filed 2026-10-02
Trellis Wealth Advisors LLC
DECREASED
Shares970,263 from 973,802
Change-3,539 (0%)
Value$43.1M (-$69.7K)
Filed 2026-10-19
Rachor Investment Advisory Services, LLC
INCREASED
Shares939,420 from 917,098
Change+22,322 (+2%)
Value$41.8M (+$1.1M)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares939,348 from 973,262
Change-33,914 (-3%)
Value$41.8M (-$1.4M)
Filed 2026-10-15
Schulz Wealth, Ltd.
DECREASED
Shares938,592 from 953,100
Change-14,508 (-2%)
Value$41.7M (-$559.1K)
Filed 2026-11-03
CSP Financial Group, LLC
INCREASED
Shares937,971 from 925,242
Change+12,729 (+1%)
Value$41.7M (+$649.1K)
Filed 2026-10-26
Lutz Financial Services LLC
INCREASED
Shares931,711 from 928,322
Change+3,389 (+0%)
Value$41.4M (+$234.2K)
Filed 2026-11-06
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares931,354 from 923,750
Change+7,604 (+1%)
Value$41.4M (+$421.2K)
Filed 2026-10-29
Watchman Group, Inc.
INCREASED
Shares931,139 from 916,418
Change+14,721 (+2%)
Value$41.4M (+$736.8K)
Filed 2026-10-16
Babb Wealth Advisors LLC
INCREASED
Shares914,796 from 880,703
Change+34,093 (+4%)
Value$40.7M (+$1.6M)
Filed 2026-10-30
Truist Financial Corp
INCREASED
Shares911,605 from 877,257
Change+34,348 (+4%)
Value$40.5M (+$1.6M)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
DECREASED
Shares909,704 from 917,087
Change-7,383 (-1%)
Value$40.4M (-$245.6K)
Filed 2026-10-16
Quarry Hill Advisors, LLC
INCREASED
Shares905,027 from 865,847
Change+39,180 (+5%)
Value$40.2M (+$1.8M)
Filed 2026-11-04
BCO Wealth Management LLC
INCREASED
Shares900,737 from 883,317
Change+17,420 (+2%)
Value$40.0M (+$853.9K)
Filed 2026-10-14
Private Wealth Management Group, LLC
DECREASED
Shares900,082 from 929,843
Change-29,761 (-3%)
Value$40.0M (-$1.2M)
Filed 2026-10-19
Old Peak Finance LLC
INCREASED
Shares898,395 from 876,762
Change+21,633 (+2%)
Value$39.9M (+$1.0M)
Filed 2026-11-02
Pacific Asset Management, LLC
INCREASED
Shares857,838 from 857,246
Change+592 (+0%)
Value$38.1M (+$103.4K)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares834,079 from 1,581,492
Change-747,413 (-47%)
Value$37.1M (-$33.1M)
Filed 2026-11-05
SwitchPoint Financial Planning, LLC
INCREASED
Shares833,068 from 814,210
Change+18,858 (+2%)
Value$37.0M (+$911.5K)
Filed 2026-11-02
Outbound Financial Inc
INCREASED
Shares832,997 from 822,037
Change+10,960 (+1%)
Value$37.0M (+$561.2K)
Filed 2026-10-13
RCS Financial Planning, LLC
INCREASED
Shares820,914 from 698,638
Change+122,276 (+18%)
Value$36.5M (+$5.5M)
Filed 2026-10-14
Beacon Hill Wealth Management Ltd.
INCREASED
Shares813,796 from 701,602
Change+112,194 (+16%)
Value$36.2M (+$5.1M)
Filed 2026-10-21
JP Wealth Management, Inc.
DECREASED
Shares812,398 from 814,968
Change-2,570 (0%)
Value$36.1M (-$40.9K)
Filed 2026-10-07
LifeGuide Financial Advisors, LLC
INCREASED
Shares807,700 from 777,969
Change+29,731 (+4%)
Value$35.9M (+$1.4M)
Filed 2026-10-20
UMB Bank, n.a.
DECREASED
Shares803,122 from 804,075
Change-953 (0%)
Value$35.7M (+$30.0K)
Filed 2026-11-06
MilWealth Group LLC
DECREASED
Shares799,663 from 808,386
Change-8,723 (-1%)
Value$35.5M (-$315.0K)
Filed 2026-11-02
Beacon Financial Strategies Corp
DECREASED
Shares789,498 from 790,070
Change-572 (0%)
Value$35.1M (+$45.7K)
Filed 2026-10-14
Aspen Wealth Management LLC
INCREASED
Shares786,187 from 778,572
Change+7,615 (+1%)
Value$34.9M (+$408.6K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares785,237 from 785,237
Change0 (0%)
Value$34.8M ($0)
Filed 2026-10-06
New Dimensions Wealth Management, LLC
INCREASED
Shares776,347 from 748,344
Change+28,003 (+4%)
Value$34.5M (+$1.3M)
Filed 2026-11-02
Financial Harvest, LLC
INCREASED
Shares772,809 from 735,332
Change+37,477 (+5%)
Value$34.4M (+$1.7M)
Filed 2026-10-15
marrick wealth, LLC
DECREASED
Shares770,923 from 785,884
Change-14,961 (-2%)
Value$34.3M (-$594.3K)
Filed 2026-10-20
Wheels Up Wealth, Inc.
DECREASED
Shares765,501 from 776,633
Change-11,132 (-1%)
Value$34.0M (-$424.9K)
Filed 2026-10-27
American Capital Advisory, LLC
INCREASED
Shares759,186 from 724,338
Change+34,848 (+5%)
Value$33.7M (+$1.6M)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares749,424 from 729,808
Change+19,616 (+3%)
Value$33.3M (+$937.6K)
Filed 2026-10-16
XY Planning Network, Inc.
DECREASED
Shares749,295 from 975,919
Change-226,624 (-23%)
Value$33.3M (-$10.0M)
Filed 2026-10-14
SageOak Financial, LLC
DECREASED
Shares743,781 from 746,357
Change-2,576 (0%)
Value$33.1M (-$47.3K)
Filed 2026-10-19
Peirce Capital Management, LLC
DECREASED
Shares741,843 from 746,235
Change-4,392 (-1%)
Value$33.0M (-$128.1K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares737,324 from 733,058
Change+4,266 (+1%)
Value$33.1M (+$580.0K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares732,200 from 728,217
Change+3,983 (+1%)
Value$32.5M (+$242.6K)
Filed 2026-10-13
Able Financial Group, LLC
INCREASED
Shares712,257 from 694,969
Change+17,288 (+2%)
Value$31.7M (+$831.0K)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
INCREASED
Shares704,448 from 623,542
Change+80,906 (+13%)
Value$31.3M (+$3.7M)
Filed 2026-10-19
Phillips Financial Management, LLC
DECREASED
Shares704,170 from 707,528
Change-3,358 (0%)
Value$31.3M (-$85.6K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares703,026 from 705,804
Change-2,778 (0%)
Value$31.2M (-$60.0K)
Filed 2026-10-27
Keudell ison Wealth Management
INCREASED
Shares685,337 from 666,074
Change+19,263 (+3%)
Value$30.5M (+$916.2K)
Filed 2026-10-16
Index Fund Advisors, Inc.
INCREASED
Shares681,651 from 604,324
Change+77,327 (+13%)
Value$30.3M (+$3.5M)
Filed 2026-11-05
Aurelius Family Office LLC
DECREASED
Shares643,953 from 681,653
Change-37,700 (-6%)
Value$28.6M (-$1.6M)
Filed 2026-10-23
Mather Group, Llc.
DECREASED
Shares639,946 from 656,345
Change-16,399 (-2%)
Value$28.4M (-$669.9K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
DECREASED
Shares636,489 from 646,249
Change-9,760 (-2%)
Value$28.9M (+$325.5K)
Filed 2026-10-19
Pinnacle Financial Group, LLC / IL
INCREASED
Shares585,426 from 575,309
Change+10,117 (+2%)
Value$26.0M (+$501.5K)
Filed 2026-10-29
Wolfstich Capital, LLC
DECREASED
Shares542,460 from 699,586
Change-157,126 (-22%)
Value$24.2M (-$6.7M)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares541,827 from 434,973
Change+106,854 (+25%)
Value$24.1M (+$4.8M)
Filed 2026-10-29
tru Independence LLC
INCREASED
Shares541,700 from 534,791
Change+6,909 (+1%)
Value$24.1M (+$355.3K)
Filed 2026-10-20
3 Factor Indexing, LLC
UNCHANGED
Shares534,756 from 534,756
Change0 (0%)
Value$23.8M (+$48.1K)
Filed 2026-10-15
CPA Asset Management Group, LLC
INCREASED
Shares527,868 from 453,471
Change+74,397 (+16%)
Value$23.5M (+$3.3M)
Filed 2026-10-26
Cogent Strategic Wealth LLC
INCREASED
Shares527,268 from 524,199
Change+3,069 (+1%)
Value$23.4M (+$183.6K)
Filed 2026-10-22
Approach Retirement Advisors, LLC
DECREASED
Shares521,123 from 526,067
Change-4,944 (-1%)
Value$23.2M (-$172.4K)
Filed 2026-10-22
Silver Oak Advisory Group, Inc.
INCREASED
Shares516,412 from 486,000
Change+30,412 (+6%)
Value$23.0M (+$1.4M)
Filed 2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares502,044 from 512,692
Change-10,648 (-2%)
Value$22.3M (-$427.2K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares501,848 from 487,697
Change+14,151 (+3%)
Value$22.3M (+$672.9K)
Filed 2026-10-23
JDH Wealth Management, LLC
INCREASED
Shares499,835 from 478,822
Change+21,013 (+4%)
Value$22.2M (+$977.1K)
Filed 2026-10-20
Legacy Financial Group, Inc.
DECREASED
Shares495,390 from 511,473
Change-16,083 (-3%)
Value$22.0M (-$668.9K)
Filed 2026-10-21
Kane Co Wealth Management, Inc.
DECREASED
Shares475,773 from 476,601
Change-828 (0%)
Value$21.1M (+$6.1K)
Filed 2026-11-04
E6 Portfolios, LLC
INCREASED
Shares463,861 from 444,257
Change+19,604 (+4%)
Value$20.6M (+$911.4K)
Filed 2026-10-26
Firethorn Wealth Partners, LLC
INCREASED
Shares442,527 from 439,450
Change+3,077 (+1%)
Value$19.7M (+$176.3K)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares440,171 from 287,707
Change+152,464 (+53%)
Value$19.6M (+$6.8M)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares431,528 from 399,130
Change+32,398 (+8%)
Value$19.2M (+$1.5M)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares417,578 from 430,908
Change-13,330 (-3%)
Value$18.9M (-$180.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares417,578 from 430,908
Change-13,330 (-3%)
Value$18.9M (-$180.1K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares414,576 from 403,495
Change+11,081 (+3%)
Value$18.4M (+$528.9K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares395,366 from 420,508
Change-25,142 (-6%)
Value$17.6M (-$1.1M)
Filed 2026-10-20
Capstone Wealth Management, LLC
DECREASED
Shares394,241 from 396,182
Change-1,941 (0%)
Value$17.5M (-$50.6K)
Filed 2026-11-02
Aerodigm Wealth, LLC
DECREASED
Shares392,040 from 399,674
Change-7,634 (-2%)
Value$17.4M (-$303.4K)
Filed 2026-10-16
Entrust Financial LLC
DECREASED
Shares387,899 from 401,893
Change-13,994 (-3%)
Value$17.2M (-$585.8K)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares377,296 from 381,545
Change-4,249 (-1%)
Value$16.8M (-$154.5K)
Filed 2026-11-05
Riverchase Wealth Management, LLC
DECREASED
Shares376,637 from 384,140
Change-7,503 (-2%)
Value$16.7M (-$298.9K)
Filed 2026-10-28
Integrated Advisors Network LLC
DECREASED
Shares374,874 from 380,631
Change-5,757 (-2%)
Value$16.7M (-$221.6K)
Filed 2026-10-20
Sensenig Capital Advisors, Inc
DECREASED
Shares360,901 from 369,776
Change-8,875 (-2%)
Value$16.0M (-$361.2K)
Filed 2026-10-23
Cravens & Co Advisors, LLC
INCREASED
Shares359,792 from 351,782
Change+8,010 (+2%)
Value$16.0M (+$387.7K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares359,640 from 345,559
Change+14,081 (+4%)
Value$16.0M (+$657.0K)
Filed 2026-11-05
Oceanside Advisors LLC
INCREASED
Shares359,483 from 352,356
Change+7,127 (+2%)
Value$16.0M (+$348.5K)
Filed 2026-11-03
Apollon Financial, LLC
INCREASED
Shares354,914 from 339,130
Change+15,784 (+5%)
Value$15.8M (+$732.1K)
Filed 2026-10-23
Triad Wealth Partners, LLC
INCREASED
Shares352,877 from 313,350
Change+39,527 (+13%)
Value$15.7M (+$1.6M)
Filed 2026-10-26
Pacific Park Financial, Inc.
DECREASED
Shares347,398 from 358,171
Change-10,773 (-3%)
Value$15.4M (-$446.6K)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares347,093 from 542,718
Change-195,625 (-36%)
Value$15.4M (-$8.6M)
Filed 2026-11-04
Two West Capital Advisors LLC
INCREASED
Shares345,100 from 338,967
Change+6,133 (+2%)
Value$15.4M (+$470.3K)
Filed 2026-10-15
Heffernan Advisory, Inc
INCREASED
Shares338,172 from 282,755
Change+55,417 (+20%)
Value$15.0M (+$2.5M)
Filed 2026-10-13
Donalies Financial Planning, LLC
INCREASED
Shares333,564 from 330,465
Change+3,099 (+1%)
Value$14.8M (+$167.5K)
Filed 2026-10-19
Essential Planning, Llc.
INCREASED
Shares331,939 from 279,959
Change+51,980 (+19%)
Value$14.8M (+$2.3M)
Filed 2026-10-21
Hassell Wealth Management, LLC
DECREASED
Shares325,643 from 331,630
Change-5,987 (-2%)
Value$14.5M (-$130.2K)
Filed 2026-10-19
Ferguson Johnson Wealth Management Inc
INCREASED
Shares315,964 from 308,320
Change+7,644 (+2%)
Value$14.0M (+$367.6K)
Filed 2026-11-05
Winthrop Advisory Group LLC
DECREASED
Shares313,623 from 315,175
Change-1,552 (0%)
Value$13.9M (-$40.6K)
Filed 2026-10-22
Gemmer Asset Management LLC
INCREASED
Shares312,937 from 287,705
Change+25,232 (+9%)
Value$13.9M (+$1.1M)
Filed 2026-10-16
Family Office Research LLC
DECREASED
Shares312,341 from 321,210
Change-8,869 (-3%)
Value$13.9M (-$365.3K)
Filed 2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED
Shares310,351 from 303,987
Change+6,364 (+2%)
Value$13.8M (+$310.3K)
Filed 2026-11-05
Tortoise Investment Management, LLC
DECREASED
Shares299,953 from 300,547
Change-594 (0%)
Value$13.3M (+$632)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
DECREASED
Shares299,729 from 300,502
Change-773 (0%)
Value$13.3M (-$7.3K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares298,476 from 281,245
Change+17,231 (+6%)
Value$13.3M (+$791.2K)
Filed 2026-10-23
McLean Asset Management Corp
DECREASED
Shares297,725 from 302,109
Change-4,384 (-1%)
Value$13.0M (-$427.3K)
Filed 2026-11-06
Investmark Advisory Group LLC
INCREASED
Shares295,378 from 218,483
Change+76,895 (+35%)
Value$13.1M (+$3.4M)
Filed 2026-10-27
Forthright Family Wealth Advisory LLC
INCREASED
Shares291,471 from 291,271
Change+200 (+0%)
Value$13.0M (+$35.1K)
Filed 2026-11-03
Great Waters Wealth Management
DECREASED
Shares285,686 from 290,112
Change-4,426 (-2%)
Value$12.7M (-$170.6K)
Filed 2026-10-07
RF&L Wealth Management, LLC
INCREASED
Shares282,751 from 282,692
Change+59 (+0%)
Value$12.6M (+$28.0K)
Filed 2026-10-20
Melfa Wealth Management, Inc.
DECREASED
Shares282,678 from 284,657
Change-1,979 (-1%)
Value$12.6M (-$55.7K)
Filed 2026-11-06
Foundation Wealth Management, Llc\pa
DECREASED
Shares273,941 from 274,292
Change-351 (0%)
Value$12.2M (+$9.1K)
Filed 2026-10-14
PFG Advisors
INCREASED
Shares267,165 from 264,770
Change+2,395 (+1%)
Value$11.9M (+$130.3K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares264,792 from 152,590
Change+112,202 (+74%)
Value$11.8M (+$5.0M)
Filed 2026-11-06
Tandemgrowth Financial Advisors LLC
INCREASED
Shares263,811 from 263,655
Change+156 (+0%)
Value$11.7M (+$30.7K)
Filed 2026-11-05
Selective Wealth Management, Inc.
INCREASED
Shares262,423 from 209,906
Change+52,517 (+25%)
Value$11.9M (+$2.6M)
Filed 2026-10-16
Avion Wealth
DECREASED
Shares253,788 from 256,434
Change-2,646 (-1%)
Value$11.3M (-$95.0K)
Filed 2026-11-04
Legacy Advisors, LLC
INCREASED
Shares253,694 from 238,363
Change+15,331 (+6%)
Value$11.3M (+$702.9K)
Filed 2026-10-19
Hippocratic Financial Advisors, LLC
DECREASED
Shares250,156 from 257,723
Change-7,567 (-3%)
Value$11.1M (-$313.2K)
Filed 2026-10-13
Summit Investment Advisors, Inc.\KS
DECREASED
Shares248,932 from 327,354
Change-78,422 (-24%)
Value$11.1M (-$3.5M)
Filed 2026-11-05
Sterling Wealth Management, Inc.
DECREASED
Shares244,704 from 250,822
Change-6,118 (-2%)
Value$10.9M (-$249.4K)
Filed 2026-10-23
Factor Wealth Management LTD
DECREASED
Shares244,469 from 245,177
Change-708 (0%)
Value$10.9M (-$9.4K)
Filed 2026-10-08
Sutton Place Investors LLC
DECREASED
Shares237,019 from 237,209
Change-190 (0%)
Value$10.5M (+$12.9K)
Filed 2026-10-20
Citizens & Northern Corp
DECREASED
Shares236,702 from 238,023
Change-1,321 (-1%)
Value$10.5M (-$37.3K)
Filed 2026-11-06
Arista Wealth Management, LLC
INCREASED
Shares233,546 from 233,536
Change+10 (0%)
Value$10.4M (+$21.5K)
Filed 2026-10-29
Venture Visionary Partners LLC
DECREASED
Shares226,373 from 254,517
Change-28,144 (-11%)
Value$10.1M (-$1.2M)
Filed 2026-10-07
Woodside Wealth Management LLC
INCREASED
Shares218,482 from 218,412
Change+70 (+0%)
Value$9.7M (+$22.8K)
Filed 2026-10-16
Foundry Financial LLC
INCREASED
Shares217,555 from 193,597
Change+23,958 (+12%)
Value$9.7M (+$1.1M)
Filed 2026-10-16
Websterrogers Financial Advisors, LLC
DECREASED
Shares217,241 from 223,457
Change-6,216 (-3%)
Value$9.7M (-$256.2K)
Filed 2026-11-02
Asset Advisory Group, Inc.
INCREASED
Shares214,282 from 209,020
Change+5,262 (+3%)
Value$9.5M (+$252.7K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares199,972 from 156,381
Change+43,591 (+28%)
Value$8.9M (+$2.0M)
Filed 2026-11-04
CGN Advisors LLC
DECREASED
Shares198,749 from 215,191
Change-16,442 (-8%)
Value$8.8M (-$711.5K)
Filed 2026-10-21
Integrity Wealth Partners, LLC
NEW
Shares198,572
Change+198,572
Value$8.8M
Filed 2026-10-14
Arnold Financial Planning LLC
DECREASED
Shares198,032 from 199,973
Change-1,941 (-1%)
Value$8.8M (-$68.2K)
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares197,528 from 134,821
Change+62,707 (+47%)
Value$8.9M (+$3.0M)
Filed 2026-10-13
Optima Capital LLC
DECREASED
Shares191,416 from 218,467
Change-27,051 (-12%)
Value$8.5M (-$1.2M)
Filed 2026-10-29
WealthSpring Partners, LLC
DECREASED
Shares187,014 from 327,536
Change-140,522 (-43%)
Value$8.3M (-$6.2M)
Filed 2026-10-14
Wealth Architects, LLC
INCREASED
Shares186,631 from 170,302
Change+16,329 (+10%)
Value$8.3M (+$741.1K)
Filed 2026-11-03
KFG LLC
NEW
Shares183,904
Change+183,904
Value$8.2M
Filed 2026-11-02
Prudent Investor Advisors, LLC
NEW
Shares183,901
Change+183,901
Value$8.2M
Filed 2026-10-22
Poinciana Advisors Group, LLC
DECREASED
Shares182,094 from 192,085
Change-9,991 (-5%)
Value$9.2M (-$540.8K)
Filed 2026-11-06
IFG Advisors, LLC
DECREASED
Shares177,489 from 177,675
Change-186 (0%)
Value$7.9M (+$7.7K)
Filed 2026-10-15
Valued Wealth Advisors LLC
INCREASED
Shares176,837 from 134,138
Change+42,699 (+32%)
Value$7.9M (+$1.9M)
Filed 2026-11-05
Financial Council, LLC
INCREASED
Shares172,692 from 172,628
Change+64 (+0%)
Value$7.7M (+$18.4K)
Filed 2026-11-02
HBE Wealth Management, LLC
DECREASED
Shares170,997 from 172,746
Change-1,749 (-1%)
Value$7.6M (-$62.2K)
Filed 2026-11-06
Willow Creek Wealth Management Inc.
DECREASED
Shares169,704 from 183,834
Change-14,130 (-8%)
Value$7.5M (-$611.5K)
Filed 2026-10-26
HMV Wealth Advisors, LLC
DECREASED
Shares167,057 from 168,530
Change-1,473 (-1%)
Value$7.4M (-$50.3K)
Filed 2026-10-27
Austin Wealth Management, LLC
DECREASED
Shares166,918 from 175,594
Change-8,676 (-5%)
Value$7.5M (-$229.8K)
Filed 2026-11-06
Prospect Financial Group LLC
DECREASED
Shares163,653 from 165,652
Change-1,999 (-1%)
Value$7.3M (-$73.9K)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares159,639 from 161,413
Change-1,774 (-1%)
Value$7.1M (-$64.3K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
DECREASED
Shares159,104 from 236,925
Change-77,821 (-33%)
Value$7.1M (-$3.4M)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares157,832 from 375,368
Change-217,536 (-58%)
Value$7.0M (-$9.6M)
Filed 2026-10-22
Keystone Financial Group, Inc.
INCREASED
Shares156,213 from 152,808
Change+3,405 (+2%)
Value$6.9M (+$165.1K)
Filed 2026-10-13
Montis Financial, LLC
DECREASED
Shares154,505 from 160,431
Change-5,926 (-4%)
Value$6.9M (-$249.0K)
Filed 2026-11-04
McGrath & Associates, Inc.
INCREASED
Shares152,568 from 143,023
Change+9,545 (+7%)
Value$6.8M (+$437.1K)
Filed 2026-10-27
GEM Asset Management, LLC
INCREASED
Shares151,200 from 149,660
Change+1,540 (+1%)
Value$6.7M (+$81.9K)
Filed 2026-10-13
Abacus Wealth Partners, LLC
DECREASED
Shares148,396 from 148,441
Change-45 (0%)
Value$6.6M (+$11.3K)
Filed 2026-11-03
Oath Planning, LLC
INCREASED
Shares145,763 from 142,805
Change+2,958 (+2%)
Value$6.5M (+$144.4K)
Filed 2026-10-20
Everest Financial Group LLC
INCREASED
Shares145,062 from 133,876
Change+11,186 (+8%)
Value$6.4M (+$509.3K)
Filed 2026-11-06
Werba Rubin Papier Wealth Management
INCREASED
Shares144,722 from 139,544
Change+5,178 (+4%)
Value$6.4M (+$242.7K)
Filed 2026-11-06
Aprio Wealth Management, LLC
DECREASED
Shares143,915 from 150,417
Change-6,502 (-4%)
Value$6.4M (-$275.5K)
Filed 2026-10-28
True Blue Financial, LLC
DECREASED
Shares143,014 from 151,468
Change-8,454 (-6%)
Value$6.4M (-$362.1K)
Filed 2026-10-15
Kaufman Rossin Wealth, LLC
DECREASED
Shares141,519 from 142,667
Change-1,148 (-1%)
Value$6.3M (-$49.6K)
Filed 2026-10-19
Ariadne Wealth Management, LP
DECREASED
Shares141,480 from 144,370
Change-2,890 (-2%)
Value$6.3M (-$115.5K)
Filed 2026-11-06
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares141,178 from 141,178
Change0 (0%)
Value$6.3M (+$12.7K)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares140,329 from 98,020
Change+42,309 (+43%)
Value$6.2M (+$1.9M)
Filed 2026-11-02
Clark Asset Management, LLC
DECREASED
Shares134,058 from 139,264
Change-5,206 (-4%)
Value$6.0M (-$218.9K)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED
Shares133,777 from 142,565
Change-8,788 (-6%)
Value$5.9M (-$377.8K)
Filed 2026-10-05
Apollon Wealth Management, LLC
INCREASED
Shares132,124 from 131,034
Change+1,090 (+1%)
Value$5.9M (+$60.2K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
DECREASED
Shares130,984 from 272,906
Change-141,922 (-52%)
Value$5.8M (-$6.3M)
Filed 2026-10-21
Entrewealth, LLC
INCREASED
Shares127,482 from 126,931
Change+551 (+0%)
Value$5.7M (-$124.0K)
Filed 2026-10-14
BlueSky Wealth Advisors, LLC
DECREASED
Shares126,391 from 126,647
Change-256 (0%)
Value$5.6M (+$19)
Filed 2026-10-29
RVW Wealth, LLC
DECREASED
Shares125,191 from 125,776
Change-585 (0%)
Value$5.6M (-$14.7K)
Filed 2026-10-06
Heritage Wealth Management, Inc.
DECREASED
Shares124,801 from 127,308
Change-2,507 (-2%)
Value$5.5M (-$100.0K)
Filed 2026-10-27
Glenview Trust Co
NEW
Shares124,191
Change+124,191
Value$5.5M
Filed 2026-10-28
Private Trust Co NA
DECREASED
Shares122,453 from 123,356
Change-903 (-1%)
Value$5.4M (-$29.0K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
DECREASED
Shares122,004 from 136,142
Change-14,138 (-10%)
Value$5.4M (-$616.2K)
Filed 2026-10-20
Twin Cities Retirement Group LLC
DECREASED
Shares117,034 from 119,962
Change-2,928 (-2%)
Value$5.2M (-$119.4K)
Filed 2026-10-16
Arbor Wealth Advisors LLC
UNCHANGED
Shares115,776 from 115,776
Change0 (0%)
Value$5.1M (+$10.4K)
Filed 2026-10-09
Atlas Private Wealth Advisors
DECREASED
Shares114,640 from 115,418
Change-778 (-1%)
Value$5.1M (-$24.2K)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares114,032 from 117,411
Change-3,379 (-3%)
Value$5.1M (-$139.6K)
Filed 2026-10-28
M Wealth Management, LLC
DECREASED
Shares113,635 from 114,363
Change-728 (-1%)
Value$5.1M (-$22.1K)
Filed 2026-10-14
BluePrint Investing LLC
UNCHANGED
Shares111,626 from 111,626
Change0 (0%)
Value$5.0M (+$10.0K)
Filed 2026-10-14
Clarity Capital Advisors, LLC
INCREASED
Shares109,044 from 108,954
Change+90 (+0%)
Value$4.8M (+$13.8K)
Filed 2026-10-27
PDS Planning, Inc
DECREASED
Shares108,423 from 108,432
Change-9 (0%)
Value$4.8M (+$9.4K)
Filed 2026-11-03
City State Bank
INCREASED
Shares105,696 from 93,086
Change+12,610 (+14%)
Value$4.7M (+$568.9K)
Filed 2026-10-20
McCarthy Asset Management, Inc.
DECREASED
Shares105,448 from 105,934
Change-486 (0%)
Value$4.7M (-$12.1K)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares104,810 from 104,702
Change+108 (+0%)
Value$4.7M (+$14.3K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares102,478 from 102,090
Change+388 (+0%)
Value$4.6M (+$26.5K)
Filed 2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares102,356 from 91,829
Change+10,527 (+11%)
Value$4.5M (+$476.2K)
Filed 2026-10-28
Belleair Asset Management, LLC
DECREASED
Shares101,370 from 103,385
Change-2,015 (-2%)
Value$4.5M (-$80.3K)
Filed 2026-11-03
Nautilus Advisors LLC
INCREASED
Shares96,740 from 95,310
Change+1,430 (+2%)
Value$4.3M (+$48.3K)
Filed 2026-10-07
Freedom Day Solutions, LLC
INCREASED
Shares95,047 from 69,889
Change+25,158 (+36%)
Value$4.2M (+$1.1M)
Filed 2026-10-20
Forteris Wealth Management Inc.
DECREASED
Shares94,806 from 95,848
Change-1,042 (-1%)
Value$4.2M (-$37.7K)
Filed 2026-10-13
Intelligent Financial Strategies
INCREASED
Shares94,051 from 94,014
Change+37 (+0%)
Value$4.2M (+$10.1K)
Filed 2026-10-16
USAdvisors Wealth Management, LLC
INCREASED
Shares93,829 from 89,953
Change+3,876 (+4%)
Value$4.2M (+$180.0K)
Filed 2026-10-21
Meridian Wealth Management, LLC
DECREASED
Shares91,830 from 98,892
Change-7,062 (-7%)
Value$4.1M (-$305.0K)
Filed 2026-11-05
Fifth Third Securities, Inc.
NEW
Shares90,798
Change+90,798
Value$4.0M
Filed 2026-10-21
Summit Wealth Group LLC / Co
DECREASED
Shares90,512 from 99,616
Change-9,104 (-9%)
Value$4.0M (-$395.7K)
Filed 2026-10-29
Live Oak Private Wealth LLC
INCREASED
Shares90,008 from 71,657
Change+18,351 (+26%)
Value$4.0M (+$822.2K)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares88,124 from 76,679
Change+11,445 (+15%)
Value$4.0M (+$554.6K)
Filed 2026-10-09
Samalin Investment Counsel, LLC
INCREASED
Shares87,065 from 86,924
Change+141 (+0%)
Value$3.9M (+$14.1K)
Filed 2026-10-23
Kure Advisory, LLC
INCREASED
Shares85,980 from 85,906
Change+74 (+0%)
Value$3.8M (+$11.0K)
Filed 2026-10-08
Pioneer Wealth Management Group
DECREASED
Shares85,502 from 88,103
Change-2,601 (-3%)
Value$3.8M (-$107.7K)
Filed 2026-10-09
Buttonwood Financial Advisors Inc.
UNCHANGED
Shares85,038 from 85,038
Change0 (0%)
Value$3.8M (+$7.7K)
Filed 2026-10-13
25 LLC
INCREASED
Shares82,293 from 81,164
Change+1,129 (+1%)
Value$3.7M (+$57.5K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares81,003 from 71,061
Change+9,942 (+14%)
Value$3.6M (+$448.4K)
Filed 2026-11-03
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares80,595 from 79,593
Change+1,002 (+1%)
Value$3.6M (+$489.5K)
Filed 2026-10-14
True North Advisors, LLC
UNCHANGED
Shares79,903 from 79,903
Change0 (0%)
Value$3.6M (+$7.2K)
Filed 2026-10-22
Accredited Investor Services, LLC
DECREASED
Shares78,760 from 82,584
Change-3,824 (-5%)
Value$3.5M (-$162.5K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
INCREASED
Shares77,150 from 64,655
Change+12,495 (+19%)
Value$3.4M (+$561.2K)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares76,065 from 74,692
Change+1,373 (+2%)
Value$3.4M (+$67.7K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares75,605 from 64,677
Change+10,928 (+17%)
Value$3.4M (+$491.6K)
Filed 2026-11-05
RHL Group, LLC
INCREASED
Shares75,321 from 68,279
Change+7,042 (+10%)
Value$3.3M (+$343.7K)
Filed 2026-11-04
Quad-Cities Investment Group, LLC
INCREASED
Shares73,805 from 73,455
Change+350 (+0%)
Value$3.3M (+$22.2K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
INCREASED
Shares73,675 from 72,451
Change+1,224 (+2%)
Value$3.3M (+$60.9K)
Filed 2026-11-06
Baker Avenue Asset Management, LP
UNCHANGED
Shares73,043 from 73,043
Change0 (0%)
Value$3.2M (+$6.6K)
Filed 2026-11-06
Merited Wealth, LLC
DECREASED
Shares72,924 from 75,138
Change-2,214 (-3%)
Value$3.2M (-$91.6K)
Filed 2026-10-13
Keener Financial Planning LLC
UNCHANGED
Shares72,736 from 72,736
Change0 (0%)
Value$3.2M (+$7.1K)
Filed 2026-11-06
Marietta Wealth Management, LLC
UNCHANGED
Shares71,889 from 71,889
Change0 (0%)
Value$3.2M (+$38.1K)
Filed 2026-10-22
Atwater Malick LLC
UNCHANGED
Shares71,167 from 71,167
Change0 (0%)
Value$3.2M (+$6.4K)
Filed 2026-10-15
Prosperity Planning, Inc.
DECREASED
Shares70,625 from 72,692
Change-2,067 (-3%)
Value$3.1M (-$85.3K)
Filed 2026-10-09
Strategent Financial, LLC
INCREASED
Shares70,176 from 66,943
Change+3,233 (+5%)
Value$3.1M (+$149.7K)
Filed 2026-10-30
Facet Wealth, Inc.
INCREASED
Shares70,137 from 63,886
Change+6,251 (+10%)
Value$3.1M (+$283.6K)
Filed 2026-11-04
Aviance Capital Partners, LLC
INCREASED
Shares66,162 from 62,687
Change+3,475 (+6%)
Value$2.9M (+$160.1K)
Filed 2026-10-29
Sage Mountain Advisors LLC
UNCHANGED
Shares64,523 from 64,523
Change0 (0%)
Value$2.9M (+$5.8K)
Filed 2026-11-02
HUB Investment Partners, LLC
UNCHANGED
Shares63,744 from 63,744
Change0 (0%)
Value$2.8M (+$5.7K)
Filed 2026-11-03
Central Trust Co
DECREASED
Shares62,628 from 62,792
Change-164 (0%)
Value$2.8M (-$1.6K)
Filed 2026-11-05
Level Wealth Management LLC
INCREASED
Shares62,562 from 62,536
Change+26 (+0%)
Value$2.8M (+$6.8K)
Filed 2026-10-23
Family Wealth Partners, LLC
UNCHANGED
Shares61,978 from 61,978
Change0 (0%)
Value$2.8M (+$5.6K)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares60,582 from 16,018
Change+44,564 (+278%)
Value$2.7M (+$2.0M)
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares60,097 from 52,524
Change+7,573 (+14%)
Value$2.7M (+$341.3K)
Filed 2026-10-27
Bank of New York Mellon Corp
UNCHANGED
Shares59,299 from 59,299
Change0 (0%)
Value$2.6M (+$5.3K)
Filed 2026-11-05
Grey Fox Wealth Advisors, LLC
INCREASED
Shares59,099 from 58,972
Change+127 (+0%)
Value$2.6M (+$11.0K)
Filed 2026-11-03
Kestra Investment Management, LLC
INCREASED
Shares58,198 from 58,057
Change+141 (+0%)
Value$2.6M (+$11.5K)
Filed 2026-11-04
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares57,831 from 57,831
Change0 (0%)
Value$2.6M (+$5.2K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares55,868 from 55,765
Change+103 (+0%)
Value$2.5M (+$9.6K)
Filed 2026-11-05
Stolz & Associates, PS
DECREASED
Shares52,851 from 53,661
Change-810 (-2%)
Value$2.3M (-$31.2K)
Filed 2026-11-05
NorthAvenue LLC
INCREASED
Shares52,355 from 52,275
Change+80 (+0%)
Value$2.3M (+$8.2K)
Filed 2026-10-29
Advisor OS, LLC
DECREASED
Shares52,129 from 52,252
Change-123 (0%)
Value$2.3M (-$779)
Filed 2026-11-03
Woodward Financial Advisors, Inc.
INCREASED
Shares51,803 from 50,558
Change+1,245 (+2%)
Value$2.3M (+$59.9K)
Filed 2026-10-19
Cadent Capital Advisors, LLC
UNCHANGED
Shares51,653 from 51,653
Change0 (0%)
Value$2.3M (+$4.6K)
Filed 2026-10-09
Cookson Peirce & Co Inc
UNCHANGED
Shares50,978 from 50,978
Change0 (0%)
Value$2.3M (+$4.6K)
Filed 2026-10-30
Shakespeare Wealth Management, LLC
INCREASED
Shares50,870 from 49,898
Change+972 (+2%)
Value$2.3M (+$47.7K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED
Shares50,831 from 51,457
Change-626 (-1%)
Value$2.3M (-$23.2K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
DECREASED
Shares49,857 from 51,218
Change-1,361 (-3%)
Value$2.2M (-$55.9K)
Filed 2026-10-13
Fonville Wealth Management LLC
NEW
Shares49,791
Change+49,791
Value$2.2M
Filed 2026-10-28
Olistico Wealth, LLC
UNCHANGED
Shares49,092 from 49,092
Change0 (0%)
Value$2.2M (+$4.4K)
Filed 2026-10-05
Oakworth Capital, Inc.
UNCHANGED
Shares48,424 from 48,424
Change0 (0%)
Value$2.2M (+$4.4K)
Filed 2026-10-26
Summit Financial Strategies, Inc.
INCREASED
Shares48,058 from 9,240
Change+38,818 (+420%)
Value$2.1M (+$1.7M)
Filed 2026-10-14
Riverbend Wealth Management, LLC
DECREASED
Shares48,055 from 49,135
Change-1,080 (-2%)
Value$2.1M (-$43.6K)
Filed 2026-10-15
Yardley Wealth Management LLC
DECREASED
Shares48,045 from 56,048
Change-8,003 (-14%)
Value$2.1M (-$350.7K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED
Shares47,299 from 50,787
Change-3,488 (-7%)
Value$2.1M (-$150.5K)
Filed 2026-10-21
Stirlingshire Investments, Inc.
DECREASED
Shares46,833 from 51,334
Change-4,501 (-9%)
Value$2.1M (-$195.4K)
Filed 2026-11-05
Cooper Financial Group
INCREASED
Shares45,542 from 25,883
Change+19,659 (+76%)
Value$2.0M (+$876.2K)
Filed 2026-10-07
Csenge Advisory Group
INCREASED
Shares45,530 from 45,435
Change+95 (+0%)
Value$2.0M (+$8.3K)
Filed 2026-11-04
Coston, McIsaac & Partners
INCREASED
Shares45,263 from 45,157
Change+106 (+0%)
Value$2.0M (+$9.0K)
Filed 2026-11-06
Claro Advisors Inc.
NEW
Shares44,798
Change+44,798
Value$2.0M
Filed 2026-11-02
Aquire Wealth Advisors, LLC
DECREASED
Shares44,551 from 57,169
Change-12,618 (-22%)
Value$2.0M (-$555.7K)
Filed 2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares42,815 from 42,815
Change0 (0%)
Value$1.9M (+$30.8K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares42,172 from 32,256
Change+9,916 (+31%)
Value$1.9M (+$443.7K)
Filed 2026-10-16
Sweeney & Michel, LLC
NEW
Shares41,741
Change+41,741
Value$1.9M
Filed 2026-10-16
Granite Islands Private Wealth, LLC
NEW
Shares41,398
Change+41,398
Value$1.8M
Filed 2026-10-16
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares39,579 from 39,579
Change0 (0%)
Value$1.8M (+$3.6K)
Filed 2026-11-03
Disciplined Equity Management, Inc.
UNCHANGED
Shares39,340 from 39,340
Change0 (0%)
Value$1.7M (+$3.5K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares39,256 from 39,182
Change+74 (+0%)
Value$1.7M (+$6.8K)
Filed 2026-10-08
Probity Advisors, Inc.
DECREASED
Shares38,344 from 38,544
Change-200 (-1%)
Value$1.7M (-$5.4K)
Filed 2026-10-23
KOM Wealth Management Group, LLC
DECREASED
Shares37,803 from 65,554
Change-27,751 (-42%)
Value$1.7M (-$1.2M)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
INCREASED
Shares37,781 from 37,709
Change+72 (+0%)
Value$1.7M (+$6.6K)
Filed 2026-11-02
Connecticut Wealth Management, LLC
UNCHANGED
Shares37,123 from 37,123
Change0 (0%)
Value$1.7M (+$3.3K)
Filed 2026-10-13
Archer Investment Management, LLC
DECREASED
Shares36,928 from 37,347
Change-419 (-1%)
Value$1.6M (-$15.3K)
Filed 2026-10-13
Stone Summit Wealth LLC
DECREASED
Shares36,824 from 37,013
Change-189 (-1%)
Value$1.6M (-$5.1K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares36,475 from 36,004
Change+471 (+1%)
Value$1.6M (+$24.2K)
Filed 2026-11-05
Shotwell Rutter Baer Inc
DECREASED
Shares36,148 from 37,626
Change-1,478 (-4%)
Value$1.6M (-$62.3K)
Filed 2026-10-14
Ascent Group, LLC
DECREASED
Shares36,130 from 46,958
Change-10,828 (-23%)
Value$1.6M (-$477.1K)
Filed 2026-10-30
Alkeme Wealth, LLC
INCREASED
Shares36,005 from 35,701
Change+304 (+1%)
Value$1.6M (+$16.7K)
Filed 2026-10-08
Lexington Hill Partners, LLC
DECREASED
Shares35,943 from 43,823
Change-7,880 (-18%)
Value$1.6M (-$346.3K)
Filed 2026-10-13
Maia Wealth LLC
INCREASED
Shares35,901 from 35,439
Change+462 (+1%)
Value$1.6M (+$23.7K)
Filed 2026-10-19
Evergreen Capital Management LLC
UNCHANGED
Shares35,483 from 35,483
Change0 (0%)
Value$1.6M (+$3.2K)
Filed 2026-10-23
Brewster Financial Planning LLC
DECREASED
Shares35,449 from 35,885
Change-436 (-1%)
Value$1.6M (-$16.2K)
Filed 2026-10-13
Avant Financial Advisors LLC
UNCHANGED
Shares35,354 from 35,354
Change0 (0%)
Value$1.6M (+$3.2K)
Filed 2026-11-02
Univest Financial Corp
INCREASED
Shares35,338 from 35,238
Change+100 (+0%)
Value$1.6M (+$7.6K)
Filed 2026-11-05
Quantum Financial Advisors, LLC
DECREASED
Shares35,244 from 35,487
Change-243 (-1%)
Value$1.6M (-$7.6K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
UNCHANGED
Shares34,320 from 34,320
Change0 (0%)
Value$1.5M (+$3.1K)
Filed 2026-10-23
First Merchants Corp
UNCHANGED
Shares34,177 from 34,177
Change0 (0%)
Value$1.5M (+$3.1K)
Filed 2026-10-15
AlphaStar Capital Management, LLC
INCREASED
Shares33,552 from 33,550
Change+2 (+0%)
Value$1.5M (+$3.1K)
Filed 2026-10-16
Wedbush Securities Inc
UNCHANGED
Shares33,429 from 33,429
Change0 (0%)
Value$1.5M (+$3.0K)
Filed 2026-10-22
Brooklyn FI, LLC
DECREASED
Shares33,226 from 59,966
Change-26,740 (-45%)
Value$1.5M (-$1.2M)
Filed 2026-11-05
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares32,782 from 32,713
Change+69 (+0%)
Value$1.5M (+$6.0K)
Filed 2026-10-16
Collective Family Office LLC
UNCHANGED
Shares32,293 from 32,293
Change0 (0%)
Value$1.4M (+$2.9K)
Filed 2026-10-05
Cedar Point Capital Partners, LLC
UNCHANGED
Shares32,274 from 32,274
Change0 (0%)
Value$1.4M (+$2.9K)
Filed 2026-10-29
Florida Trust Wealth Management Co
DECREASED
Shares32,154 from 38,593
Change-6,439 (-17%)
Value$1.4M (-$282.8K)
Filed 2026-11-05
Verus Capital Partners, LLC
INCREASED
Shares31,901 from 31,868
Change+33 (+0%)
Value$1.4M (+$4.3K)
Filed 2026-11-03
TruNorth Capital Management, LLC
UNCHANGED
Shares31,687 from 31,687
Change0 (0%)
Value$1.4M (+$2.9K)
Filed 2026-10-14
Tranquility Partners, LLC
INCREASED
Shares31,597 from 31,530
Change+67 (+0%)
Value$1.4M (+$7.4K)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares31,351 from 32,045
Change-694 (-2%)
Value$1.4M (-$28.0K)
Filed 2026-10-16
HBK Sorce Advisory LLC
UNCHANGED
Shares31,333 from 31,333
Change0 (0%)
Value$1.4M (-$63.3K)
Filed 2026-11-06
Omni 360 Wealth, Inc.
INCREASED
Shares31,308 from 31,261
Change+47 (+0%)
Value$1.4M (+$4.9K)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares30,733 from 30,447
Change+286 (+1%)
Value$1.4M (+$15.5K)
Filed 2026-10-20
Symphony Financial, Ltd. Co.
INCREASED
Shares30,609 from 30,543
Change+66 (+0%)
Value$1.4M (+$22.2K)
Filed 2026-10-22
Montag A & Associates Inc
UNCHANGED
Shares30,235 from 30,235
Change0 (0%)
Value$1.3M (+$2.7K)
Filed 2026-10-29
LAM Group, Inc.
INCREASED
Shares29,809 from 29,806
Change+3 (+0%)
Value$1.3M (+$2.8K)
Filed 2026-10-26
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares29,639 from 29,968
Change-329 (-1%)
Value$1.3M (-$11.9K)
Filed 2026-10-14
High Probability Advisors, LLC
UNCHANGED
Shares29,474 from 29,474
Change0 (0%)
Value$1.3M (+$2.7K)
Filed 2026-10-19
Citrine Capital LLC
UNCHANGED
Shares29,388 from 29,388
Change0 (0%)
Value$1.3M (+$2.6K)
Filed 2026-10-14
rebel Financial LLC
DECREASED
Shares29,370 from 29,894
Change-524 (-2%)
Value$1.3M (-$20.6K)
Filed 2026-11-04
FSM Wealth Advisors, LLC
INCREASED
Shares29,147 from 29,137
Change+10 (+0%)
Value$1.3M (+$28.7K)
Filed 2026-10-27
Gibraltar Capital Management, Inc.
UNCHANGED
Shares28,976 from 28,976
Change0 (0%)
Value$1.3M (+$2.6K)
Filed 2026-10-27
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares28,821 from 28,821
Change0 (0%)
Value$1.3M (+$2.6K)
Filed 2026-10-22
Obermeyer Wealth Partners
UNCHANGED
Shares28,757 from 28,757
Change0 (0%)
Value$1.3M (+$2.6K)
Filed 2026-10-21
Victory Financial Group, LLC
DECREASED
Shares28,703 from 29,233
Change-530 (-2%)
Value$1.3M (-$20.9K)
Filed 2026-10-27
Washington Trust Co
UNCHANGED
Shares28,438 from 28,438
Change0 (0%)
Value$1.3M (+$2.6K)
Filed 2026-10-22
ERn Financial, LLC
INCREASED
Shares28,343 from 27,894
Change+449 (+2%)
Value$1.3M (+$22.5K)
Filed 2026-10-28
Navigate Wealth Management, LLC
INCREASED
Shares27,057 from 26,433
Change+624 (+2%)
Value$1.2M (+$58.4K)
Filed 2026-10-14
SBK Financial, Inc.
UNCHANGED
Shares26,740 from 26,740
Change0 (0%)
Value$1.2M (+$2.4K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
UNCHANGED
Shares26,634 from 26,634
Change0 (0%)
Value$1.2M (+$2.4K)
Filed 2026-10-21
Oakwell Private Wealth Management, LLC
DECREASED
Shares26,415 from 26,857
Change-442 (-2%)
Value$1.2M (-$17.2K)
Filed 2026-11-06
Busey Bank
INCREASED
Shares26,286 from 26,130
Change+156 (+1%)
Value$1.2M (+$9.3K)
Filed 2026-10-26
Affinity Capital Advisors, LLC
UNCHANGED
Shares25,646 from 25,646
Change0 (0%)
Value$1.2M (+$21.3K)
Filed 2026-10-13
Renasant Bank
UNCHANGED
Shares25,633 from 25,633
Change0 (0%)
Value$1.1M (+$2.3K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
UNCHANGED
Shares25,223 from 25,223
Change0 (0%)
Value$1.1M (+$2.3K)
Filed 2026-11-02
Richard P Slaughter Associates Inc
UNCHANGED
Shares25,188 from 25,188
Change0 (0%)
Value$1.1M (+$2.3K)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares24,909 from 36,621
Change-11,712 (-32%)
Value$1.1M (-$517.3K)
Filed 2026-10-13
Meredith Wealth Planning
INCREASED
Shares24,396 from 24,348
Change+48 (+0%)
Value$1.1M (+$4.3K)
Filed 2026-10-14
Elser Financial Planning, Inc
INCREASED
Shares23,776 from 23,764
Change+12 (+0%)
Value$1.1M (+$2.7K)
Filed 2026-10-16
CRA Financial Services, LLC
UNCHANGED
Shares23,764 from 23,764
Change0 (0%)
Value$1.1M (+$2.1K)
Filed 2026-10-16
Jnba Financial Advisors
INCREASED
Shares22,993 from 628
Change+22,365 (+3561%)
Value$1.0M (+$994.2K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares22,886 from 49,446
Change-26,560 (-54%)
Value$1.0M (-$1.2M)
Filed 2026-11-04
Elevate Wealth Advisory, Inc
DECREASED
Shares22,641 from 23,254
Change-613 (-3%)
Value$1.0M (-$25.2K)
Filed 2026-10-29
Murphy Pohlad Asset Management LLC
UNCHANGED
Shares22,504 from 22,504
Change0 (0%)
Value$1.0M (+$2.0K)
Filed 2026-10-22
Northwest Wealth Advisors, LLC
INCREASED
Shares22,491 from 22,444
Change+47 (+0%)
Value$999.7K (+$4.1K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares22,460
Change+22,460
Value$998.4K
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares22,372 from 22,372
Change0 (0%)
Value$994.4K (+$2.0K)
Filed 2026-11-04
Beacon Financial Advisory LLC
UNCHANGED
Shares22,285 from 22,285
Change0 (0%)
Value$990.6K (+$2.0K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares21,732 from 28,461
Change-6,729 (-24%)
Value$966.0K (-$296.5K)
Filed 2026-10-08
Sprinkle Financial Consultants LLC
INCREASED
Shares21,705 from 21,588
Change+117 (+1%)
Value$964.8K (+$7.2K)
Filed 2026-10-09
Physician Wealth Solutions Inc.
DECREASED
Shares21,368 from 31,222
Change-9,854 (-32%)
Value$949.8K (-$435.2K)
Filed 2026-10-14
Hopwood Financial Services, Inc.
UNCHANGED
Shares21,326 from 21,326
Change0 (0%)
Value$947.9K (+$1.9K)
Filed 2026-10-29
GW Henssler & Associates LTD
UNCHANGED
Shares21,073 from 21,073
Change0 (0%)
Value$936.7K (+$1.9K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares20,978 from 6,735
Change+14,243 (+211%)
Value$932.5K (+$633.7K)
Filed 2026-10-26
Sard Wealth Management Group, LLC
INCREASED
Shares20,521 from 20,449
Change+72 (+0%)
Value$912.2K (+$5.1K)
Filed 2026-10-16
Sage Rhino Capital LLC
INCREASED
Shares19,944 from 19,933
Change+11 (+0%)
Value$886.5K (+$2.3K)
Filed 2026-10-28
bLong Financial, LLC
UNCHANGED
Shares19,784 from 19,784
Change0 (0%)
Value$879.4K (+$1.8K)
Filed 2026-10-29
Wesbanco Bank Inc
DECREASED
Shares19,512 from 122,457
Change-102,945 (-84%)
Value$867.3K (-$4.6M)
Filed 2026-11-04
Anderson Hoagland & Co
UNCHANGED
Shares19,248 from 19,248
Change0 (0%)
Value$866.7K (+$12.9K)
Filed 2026-10-23
Sapient Capital LLC
INCREASED
Shares19,243 from 4,761
Change+14,482 (+304%)
Value$855.4K (+$644.2K)
Filed 2026-10-08
Revisor Wealth Management LLC
UNCHANGED
Shares19,221 from 19,221
Change0 (0%)
Value$860.7K (+$8.1K)
Filed 2026-10-20
Foster Victor Wealth Advisors, LLC
INCREASED
Shares19,205 from 17,291
Change+1,914 (+11%)
Value$861.7K (+$92.8K)
Filed 2026-10-21
Legacy Edge Advisors, LLC
NEW
Shares18,761
Change+18,761
Value$833.9K
Filed 2026-11-06
Money Concepts Capital Corp
INCREASED
Shares18,333 from 17,980
Change+353 (+2%)
Value$814.9K (+$17.3K)
Filed 2026-11-06
Tufton Capital Management
INCREASED
Shares18,177 from 12,360
Change+5,817 (+47%)
Value$807.0K (+$259.0K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
UNCHANGED
Shares18,091 from 18,091
Change0 (0%)
Value$804.1K (+$1.6K)
Filed 2026-11-06
Pettinga Financial Advisors LLC
UNCHANGED
Shares18,026 from 18,026
Change0 (0%)
Value$801.3K (+$1.6K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares18,001 from 18,011
Change-10 (0%)
Value$800.1K (+$1.2K)
Filed 2026-10-26
Blume Capital Management, Inc.
INCREASED
Shares17,709 from 17,643
Change+66 (+0%)
Value$787.2K (+$4.5K)
Filed 2026-10-26
Autumn Glory Partners, LLC
UNCHANGED
Shares17,584 from 17,584
Change0 (0%)
Value$781.6K (+$1.6K)
Filed 2026-10-26
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares17,293 from 18,157
Change-864 (-5%)
Value$768.7K (-$36.8K)
Filed 2026-10-14
International Private Wealth Advisors LLC
INCREASED
Shares17,285 from 7,400
Change+9,885 (+134%)
Value$768.3K (+$440.1K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares17,281 from 14,462
Change+2,819 (+19%)
Value$768.1K (+$126.6K)
Filed 2026-11-05
Acropolis Investment Management, LLC
UNCHANGED
Shares17,233 from 17,233
Change0 (0%)
Value$766.0K (+$1.6K)
Filed 2026-10-08
National Wealth Management Group, LLC
DECREASED
Shares17,193 from 17,208
Change-15 (0%)
Value$764.2K (+$880)
Filed 2026-10-26
Clifford Swan Investment Counsel LLC
DECREASED
Shares17,035 from 17,175
Change-140 (-1%)
Value$757.2K (-$4.7K)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares17,027 from 14,820
Change+2,207 (+15%)
Value$756.9K (+$99.4K)
Filed 2026-10-13
Vilga Financial Planning LLC
UNCHANGED
Shares16,915 from 16,915
Change0 (0%)
Value$751.9K (+$1.5K)
Filed 2026-10-09
LexAurum Advisors, LLC
DECREASED
Shares16,815 from 18,510
Change-1,695 (-9%)
Value$747.4K (-$73.7K)
Filed 2026-10-19
180 Wealth Advisors, LLC
INCREASED
Shares16,769 from 15,686
Change+1,083 (+7%)
Value$745.4K (+$49.6K)
Filed 2026-11-03
WBH Advisory Inc
UNCHANGED
Shares16,464 from 16,464
Change0 (0%)
Value$731.8K (+$1.5K)
Filed 2026-11-05
Chapman Financial Group, LLC
UNCHANGED
Shares16,169 from 16,169
Change0 (0%)
Value$718.7K (+$1.5K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares16,063 from 16,063
Change0 (0%)
Value$714.0K (+$1.4K)
Filed 2026-10-07
Security Financial Services, Inc.
DECREASED
Shares16,007 from 16,499
Change-492 (-3%)
Value$711.5K (-$20.4K)
Filed 2026-10-29
Traphagen Investment Advisors LLC
INCREASED
Shares15,995 from 15,961
Change+34 (+0%)
Value$711.0K (+$3.0K)
Filed 2026-10-14
Trust Point Inc.
UNCHANGED
Shares15,945 from 15,945
Change0 (0%)
Value$708.8K (+$1.4K)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares15,830 from 13,874
Change+1,956 (+14%)
Value$703.6K (+$88.2K)
Filed 2026-10-15
Integrity Investment Advisors, LLC
DECREASED
Shares15,698 from 33,853
Change-18,155 (-54%)
Value$697.8K (-$804.0K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
DECREASED
Shares15,484 from 19,510
Change-4,026 (-21%)
Value$688.3K (-$177.2K)
Filed 2026-10-07
BostonPremier Wealth LLC
UNCHANGED
Shares15,354 from 15,354
Change0 (0%)
Value$682.5K (+$1.4K)
Filed 2026-10-16
EnRich Financial Partners LLC
INCREASED
Shares15,338 from 14,409
Change+929 (+6%)
Value$681.8K (+$42.6K)
Filed 2026-10-21
Compass Ion Advisors, LLC
NEW
Shares15,258
Change+15,258
Value$678.2K
Filed 2026-10-23
Balboa Wealth Partners
UNCHANGED
Shares15,199 from 15,199
Change0 (0%)
Value$675.6K (+$1.4K)
Filed 2026-10-20
Ti-Trust, Inc
DECREASED
Shares15,195 from 16,088
Change-893 (-6%)
Value$675.4K (-$38.2K)
Filed 2026-10-21
KRM Wealth Management L.L.C.
DECREASED
Shares15,033 from 16,956
Change-1,923 (-11%)
Value$668.2K (-$83.9K)
Filed 2026-11-02
CogentBlue Wealth Advisors, LLC
DECREASED
Shares14,568 from 16,784
Change-2,216 (-13%)
Value$647.5K (-$97.0K)
Filed 2026-10-09
Balefire, LLC
INCREASED
Shares14,535 from 13,938
Change+597 (+4%)
Value$646.1K (+$27.8K)
Filed 2026-10-09
Morling Financial Advisors, LLC
INCREASED
Shares14,490 from 14,050
Change+440 (+3%)
Value$644.1K (+$20.8K)
Filed 2026-10-28
Global Trust Wealth Management LLC
DECREASED
Shares14,376 from 14,787
Change-411 (-3%)
Value$639.0K (-$16.9K)
Filed 2026-10-14
Greenwood Capital Associates LLC
UNCHANGED
Shares14,082 from 14,082
Change0 (0%)
Value$625.9K (+$1.3K)
Filed 2026-10-27
BOS Asset Management, LLC
INCREASED
Shares13,632 from 13,628
Change+4 (+0%)
Value$605.9K (+$1.4K)
Filed 2026-10-09
Central Valley Advisors, LLC
DECREASED
Shares13,630 from 14,801
Change-1,171 (-8%)
Value$605.9K (-$50.7K)
Filed 2026-10-27
Intrua Financial, LLC
DECREASED
Shares13,526 from 14,526
Change-1,000 (-7%)
Value$601.2K (-$43.1K)
Filed 2026-10-28
Baring Financial LLC
DECREASED
Shares13,521 from 13,570
Change-49 (0%)
Value$601.0K (-$977)
Filed 2026-10-07
Hamilton Capital, LLC
UNCHANGED
Shares13,463 from 13,463
Change0 (0%)
Value$598.4K (+$1.2K)
Filed 2026-10-08
Market Street Wealth Management Advisors LLC
DECREASED
Shares13,419 from 14,640
Change-1,221 (-8%)
Value$596.5K (-$53.0K)
Filed 2026-10-09
Yoder Wealth Management, Inc.
UNCHANGED
Shares13,407 from 13,407
Change0 (0%)
Value$595.9K (+$1.2K)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares13,398 from 13,372
Change+26 (+0%)
Value$595.6K (+$2.4K)
Filed 2026-11-03
Fermata Advisors, LLC
INCREASED
Shares13,297 from 13,269
Change+28 (+0%)
Value$591.1K (+$2.5K)
Filed 2026-10-13
Oppenheimer & Co Inc
UNCHANGED
Shares13,259 from 13,259
Change0 (0%)
Value$589.4K (+$1.2K)
Filed 2026-10-26
Bell Investment Advisors, Inc
UNCHANGED
Shares13,196 from 13,196
Change0 (0%)
Value$586.6K (+$1.2K)
Filed 2026-10-29
Lockerman Financial Group, Inc.
UNCHANGED
Shares13,133 from 13,133
Change0 (0%)
Value$583.8K (+$1.2K)
Filed 2026-10-19
Washington Trust Bank
DECREASED
Shares12,935 from 12,985
Change-50 (0%)
Value$575.0K (-$1.1K)
Filed 2026-11-03
Highland Financial Advisors, LLC
UNCHANGED
Shares12,807 from 12,807
Change0 (0%)
Value$569.3K (+$1.2K)
Filed 2026-10-19
Dahring | Cusmano LLC
NEW
Shares12,765
Change+12,765
Value$567.4K
Filed 2026-11-03
Keystone Wealth Services, LLC
UNCHANGED
Shares12,697 from 12,697
Change0 (0%)
Value$566.8K (+$3.6K)
Filed 2026-11-03
Platt Wealth Management LLC
UNCHANGED
Shares12,665 from 12,665
Change0 (0%)
Value$562.0K (+$1.0K)
Filed 2026-11-04
SYM Financial Corp
DECREASED
Shares12,618 from 12,962
Change-344 (-3%)
Value$560.9K (-$14.1K)
Filed 2026-10-26
Mendota Financial Group, LLC
DECREASED
Shares12,558 from 15,020
Change-2,462 (-16%)
Value$558.2K (-$108.1K)
Filed 2026-10-07
Destiny Wealth Partners, LLC
UNCHANGED
Shares12,550 from 12,550
Change0 (0%)
Value$562.2K (+$3.9K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares12,450 from 15,424
Change-2,974 (-19%)
Value$553.4K (-$127.1K)
Filed 2026-10-13
Blueprint Investment Partners LLC
INCREASED
Shares12,441 from 12,174
Change+267 (+2%)
Value$553.0K (+$13.0K)
Filed 2026-10-28
Gibbs Wealth Management
DECREASED
Shares12,204 from 14,211
Change-2,007 (-14%)
Value$542.5K (-$87.9K)
Filed 2026-10-22
HFG Wealth Management, LLC
UNCHANGED
Shares11,808 from 11,808
Change0 (0%)
Value$523.8K ($0)
Filed 2026-10-16
Harbor Group, Inc.
DECREASED
Shares11,762 from 12,145
Change-383 (-3%)
Value$522.8K (-$15.9K)
Filed 2026-10-14
Navigoe, LLC
DECREASED
Shares11,744 from 11,812
Change-68 (-1%)
Value$522.0K (-$1.0K)
Filed 2026-11-04
Burk Holdings LLC
INCREASED
Shares11,713 from 11,599
Change+114 (+1%)
Value$520.6K (+$6.1K)
Filed 2026-11-05
Bay Capital Advisors, LLC
UNCHANGED
Shares11,518 from 11,518
Change0 (0%)
Value$512.0K (+$1.0K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares11,382 from 13,996
Change-2,614 (-19%)
Value$505.9K (-$114.9K)
Filed 2026-10-15
MTM Investment Management, LLC
UNCHANGED
Shares11,294 from 11,294
Change0 (0%)
Value$502.0K (+$1.0K)
Filed 2026-10-30
Abacus Planning Group, Inc.
UNCHANGED
Shares11,268 from 11,268
Change0 (0%)
Value$500.9K (+$1.0K)
Filed 2026-11-02
Single Point Partners, LLC
UNCHANGED
Shares11,233 from 11,233
Change0 (0%)
Value$499.3K (+$1.0K)
Filed 2026-10-19
Fisher Asset Management, LLC
NEW
Shares11,231
Change+11,231
Value$499.2K
Filed 2026-11-06
BankChampaign, National Association
UNCHANGED
Shares11,188 from 11,188
Change0 (0%)
Value$497.3K (+$1.0K)
Filed 2026-10-19
First Affirmative Financial Network
NEW
Shares11,164
Change+11,164
Value$496.2K
Filed 2026-10-21
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares11,043 from 11,433
Change-390 (-3%)
Value$490.9K (-$16.3K)
Filed 2026-10-27
Monument Capital Management
UNCHANGED
Shares11,012 from 11,012
Change0 (0%)
Value$489.5K (+$991)
Filed 2026-10-09
Sigma Planning Corp
INCREASED
Shares10,992 from 10,971
Change+21 (+0%)
Value$488.6K (+$1.9K)
Filed 2026-10-23
Milestone Asset Management Group, LLC
INCREASED
Shares10,933 from 10,920
Change+13 (+0%)
Value$486.0K (+$1.6K)
Filed 2026-10-20
Tactive Advisors, LLC
NEW
Shares10,924
Change+10,924
Value$485.6K
Filed 2026-10-08
StoneX Group Inc.
NEW
Shares10,843
Change+10,843
Value$482.2K
Filed 2026-11-03
Fairman Group, LLC
UNCHANGED
Shares10,674 from 10,674
Change0 (0%)
Value$474.5K (+$961)
Filed 2026-10-26
Legacy Private Trust Co.
INCREASED
Shares10,600 from 8,469
Change+2,131 (+25%)
Value$471.2K (+$95.5K)
Filed 2026-10-06
Burney Co/
INCREASED
Shares10,565 from 5,867
Change+4,698 (+80%)
Value$469.6K (+$209.3K)
Filed 2026-10-15
Cutler Investment Counsel LLC
DECREASED
Shares10,559 from 10,995
Change-436 (-4%)
Value$469.4K (-$18.4K)
Filed 2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares10,478 from 10,474
Change+4 (+0%)
Value$465.7K (+$1.1K)
Filed 2026-10-28
Cogent Private Wealth, Inc.
DECREASED
Shares10,410 from 12,248
Change-1,838 (-15%)
Value$462.7K (-$80.6K)
Filed 2026-11-06
Marotta Asset Management
DECREASED
Shares10,186 from 10,192
Change-6 (0%)
Value$452.8K (+$1.4K)
Filed 2026-10-02
Bedminster, LLC
UNCHANGED
Shares10,125 from 10,125
Change0 (0%)
Value$450.1K (+$911)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
UNCHANGED
Shares10,065 from 10,065
Change0 (0%)
Value$447.4K (+$906)
Filed 2026-11-02
L.K. Benson & Company, P.C.
INCREASED
Shares9,874 from 7,133
Change+2,741 (+38%)
Value$438.9K (+$122.5K)
Filed 2026-10-23
Iams Wealth Management, LLC
UNCHANGED
Shares9,646 from 9,646
Change0 (0%)
Value$428.8K (+$868)
Filed 2026-10-15
Tenon Financial LLC
UNCHANGED
Shares9,566 from 9,566
Change0 (0%)
Value$425.2K (+$861)
Filed 2026-10-14
Matisse Capital
INCREASED
Shares9,547 from 9,527
Change+20 (+0%)
Value$424.4K (+$1.8K)
Filed 2026-10-29
BLB&B Advisors, LLC
UNCHANGED
Shares9,455 from 9,455
Change0 (0%)
Value$420.3K (+$851)
Filed 2026-10-27
Horizon Wealth Management, LLC
UNCHANGED
Shares9,442 from 9,442
Change0 (0%)
Value$419.7K (+$850)
Filed 2026-11-02
Matauro, LLC
INCREASED
Shares9,364 from 9,344
Change+20 (+0%)
Value$416.2K (+$1.7K)
Filed 2026-11-03
Balance Wealth Partners LLC
DECREASED
Shares9,341 from 9,661
Change-320 (-3%)
Value$415.2K (-$13.4K)
Filed 2026-10-27
Berman McAleer LLC
UNCHANGED
Shares9,260 from 9,260
Change0 (0%)
Value$411.6K (+$833)
Filed 2026-10-16
Ridgeline Wealth Planning, LLC
UNCHANGED
Shares9,232 from 9,232
Change0 (0%)
Value$410.4K (+$830)
Filed 2026-10-29
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares9,222 from 11,458
Change-2,236 (-20%)
Value$409.9K (-$98.4K)
Filed 2026-10-29
Guardian Asset Advisors, LLC
DECREASED
Shares8,852 from 9,162
Change-310 (-3%)
Value$393.5K (-$13.0K)
Filed 2026-10-16
Romano Brothers and Company
UNCHANGED
Shares8,832 from 8,832
Change0 (0%)
Value$392.6K (+$794)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED
Shares8,748 from 8,222
Change+526 (+6%)
Value$388.8K (+$24.1K)
Filed 2026-11-05
Dixon Fnancial Services, Inc.
UNCHANGED
Shares8,726 from 8,726
Change0 (0%)
Value$387.9K (+$786)
Filed 2026-10-23
Foster Group, Inc.
UNCHANGED
Shares8,715 from 8,715
Change0 (0%)
Value$387.4K (+$785)
Filed 2026-10-13
Mokosak Advisory Group, LLC
INCREASED
Shares8,662 from 8,643
Change+19 (+0%)
Value$385.0K (+$1.6K)
Filed 2026-10-20
Tableaux LLC
INCREASED
Shares8,643 from 8,641
Change+2 (+0%)
Value$384.2K (+$866)
Filed 2026-10-23
SimpliFi, Inc.
UNCHANGED
Shares8,516 from 8,516
Change0 (0%)
Value$378.5K (+$766)
Filed 2026-10-28
Traynor Capital Management, Inc.
UNCHANGED
Shares8,490 from 8,490
Change0 (0%)
Value$377.4K (+$765)
Filed 2026-10-29
McAdam, LLC
UNCHANGED
Shares8,437 from 8,437
Change0 (0%)
Value$375.0K (+$760)
Filed 2026-10-21
Albion Financial Group
UNCHANGED
Shares8,288 from 8,288
Change0 (0%)
Value$368.4K (+$746)
Filed 2026-10-21
Synergy Asset Management, LLC
UNCHANGED
Shares8,270 from 8,270
Change0 (0%)
Value$367.6K (+$745)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED
Shares8,265 from 8,247
Change+18 (+0%)
Value$367.4K (+$1.5K)
Filed 2026-11-02
Angeles Wealth Management, LLC
DECREASED
Shares8,211 from 9,303
Change-1,092 (-12%)
Value$365.0K (-$47.7K)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares8,173 from 4,552
Change+3,621 (+80%)
Value$363.3K (+$161.4K)
Filed 2026-10-30
NorthCrest Asset Manangement, LLC
NEW
Shares8,109
Change+8,109
Value$365.8K
Filed 2026-10-13
Grandfield & Dodd, LLC
UNCHANGED
Shares8,043 from 8,043
Change0 (0%)
Value$357.5K (+$724)
Filed 2026-10-29
G2 Capital Management, LLC / OH
UNCHANGED
Shares7,936 from 7,936
Change0 (0%)
Value$352.8K (+$715)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares7,857 from 7,857
Change0 (0%)
Value$349.2K (+$707)
Filed 2026-11-06
Diesslin Group, Inc.
DECREASED
Shares7,820 from 8,410
Change-590 (-7%)
Value$347.6K (-$25.5K)
Filed 2026-10-14
Foguth Wealth Management, Llc.
UNCHANGED
Shares7,776 from 7,776
Change0 (0%)
Value$348.2K (+$5.6K)
Filed 2026-10-19
Compound Planning, Inc.
INCREASED
Shares7,702 from 6,874
Change+828 (+12%)
Value$342.4K (+$37.4K)
Filed 2026-11-05
Chapin Davis, Inc.
UNCHANGED
Shares7,674 from 7,674
Change0 (0%)
Value$341.1K (+$691)
Filed 2026-10-09
Seed Wealth Management, Inc.
DECREASED
Shares7,650 from 11,000
Change-3,350 (-30%)
Value$340.0K (-$147.9K)
Filed 2026-10-20
Texas Bank & Trust Co
DECREASED
Shares7,627 from 10,432
Change-2,805 (-27%)
Value$339.0K (-$123.7K)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares7,493 from 7,493
Change0 (0%)
Value$333.1K (+$1.2K)
Filed 2026-10-29
Pillar Financial Advisors, LLC
INCREASED
Shares7,403 from 7,394
Change+9 (+0%)
Value$329.0K (+$1.1K)
Filed 2026-10-21
Annex Advisory Services, LLC
DECREASED
Shares7,319 from 7,467
Change-148 (-2%)
Value$325.3K (-$5.9K)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
DECREASED
Shares7,297 from 7,310
Change-13 (0%)
Value$324.4K (+$591)
Filed 2026-11-02
Verdence Capital Advisors LLC
NEW
Shares7,235
Change+7,235
Value$321.6K
Filed 2026-10-26
Herold Advisors, Inc.
DECREASED
Shares7,091 from 7,294
Change-203 (-3%)
Value$315.2K (-$8.8K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares7,078 from 7,966
Change-888 (-11%)
Value$314.6K (-$38.8K)
Filed 2026-10-23
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares7,071 from 7,071
Change0 (0%)
Value$314.3K (+$636)
Filed 2026-10-26
Williams & Novak Wealth Management, LLC
INCREASED
Shares7,062 from 6,554
Change+508 (+8%)
Value$313.9K (+$23.2K)
Filed 2026-10-09
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares7,014 from 7,009
Change+5 (+0%)
Value$311.8K (+$851)
Filed 2026-10-09
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares6,959 from 6,959
Change0 (0%)
Value$311.6K (+$2.9K)
Filed 2026-10-22
MBM Wealth Consultants, LLC
UNCHANGED
Shares6,940 from 6,940
Change0 (0%)
Value$308.5K (+$625)
Filed 2026-10-20
Leading Edge Financial Planning LLC
INCREASED
Shares6,925 from 6,824
Change+101 (+1%)
Value$307.8K (+$5.1K)
Filed 2026-10-23
LJI Wealth Management, LLC
DECREASED
Shares6,911 from 41,695
Change-34,784 (-83%)
Value$307.2K (-$1.5M)
Filed 2026-10-28
RFG Holdings, Inc.
DECREASED
Shares6,907 from 7,155
Change-248 (-3%)
Value$307.0K (-$10.4K)
Filed 2026-10-30
Embree Financial Group
UNCHANGED
Shares6,897 from 6,897
Change0 (0%)
Value$306.6K (+$621)
Filed 2026-10-22
Shore Point Advisors, LLC
INCREASED
Shares6,841 from 6,835
Change+6 (+0%)
Value$304.1K (+$871)
Filed 2026-10-14
Guardian Wealth Management, LLC
DECREASED
Shares6,813 from 7,347
Change-534 (-7%)
Value$302.8K (-$23.0K)
Filed 2026-10-14
VestGen Advisors, LLC
UNCHANGED
Shares6,803 from 6,803
Change0 (0%)
Value$302.4K (+$612)
Filed 2026-10-27
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares6,740 from 6,740
Change0 (0%)
Value$299.6K (+$607)
Filed 2026-10-13
Acorn Creek Capital LLC
DECREASED
Shares6,737 from 7,068
Change-331 (-5%)
Value$299.5K (-$14.1K)
Filed 2026-11-05
Banyan Capital Management, Inc.
DECREASED
Shares6,729 from 9,400
Change-2,671 (-28%)
Value$299.1K (-$117.9K)
Filed 2026-11-05
Prairiewood Capital, LLC
UNCHANGED
Shares6,692 from 6,692
Change0 (0%)
Value$297.4K (+$603)
Filed 2026-10-16
Naples Global Advisors, LLC
UNCHANGED
Shares6,666 from 6,666
Change0 (0%)
Value$296.3K (+$600)
Filed 2026-11-05
Ironwood Financial, llc
INCREASED
Shares6,642 from 6,509
Change+133 (+2%)
Value$295.2K (+$6.4K)
Filed 2026-10-20
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares6,544 from 6,544
Change0 (0%)
Value$290.9K (+$589)
Filed 2026-10-19
Powerhouse Assets LLC
INCREASED
Shares6,521 from 6,064
Change+457 (+8%)
Value$289.8K (+$20.8K)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
NEW
Shares6,450
Change+6,450
Value$286.7K
Filed 2026-10-05
Timonier Family Office, Ltd.
DECREASED
Shares6,369 from 7,679
Change-1,310 (-17%)
Value$283.1K (-$57.5K)
Filed 2026-11-03
Silver Lake Advisory, LLC
INCREASED
Shares6,329 from 6,315
Change+14 (+0%)
Value$281.3K (+$1.2K)
Filed 2026-10-22
Selby Wealth Management, LLC
UNCHANGED
Shares6,301 from 6,301
Change0 (0%)
Value$280.1K (+$567)
Filed 2026-10-16
Armstrong Advisory Group, Inc
INCREASED
Shares6,285 from 6,279
Change+6 (+0%)
Value$279.4K (+$823)
Filed 2026-10-09
Legacy Wealth Management, LLC
UNCHANGED
Shares6,256 from 6,256
Change0 (0%)
Value$278.1K (+$563)
Filed 2026-10-22
Huntleigh Advisors, Inc.
UNCHANGED
Shares6,253 from 6,253
Change0 (0%)
Value$277.9K (+$563)
Filed 2026-11-03
CWS Financial Advisors, LLC
INCREASED
Shares6,244 from 6,123
Change+121 (+2%)
Value$277.5K (+$5.9K)
Filed 2026-10-16
Optivise Advisory Services LLC
UNCHANGED
Shares6,197 from 6,197
Change0 (0%)
Value$275.5K (+$558)
Filed 2026-10-19
Ellsworth Advisors, LLC
INCREASED
Shares6,185 from 6,172
Change+13 (+0%)
Value$274.9K (-$333)
Filed 2026-10-15
Black Diamond Financial, LLC
UNCHANGED
Shares6,175 from 6,175
Change0 (0%)
Value$274.5K (+$556)
Filed 2026-10-26
E&G Advisors, LLC
DECREASED
Shares6,115 from 6,335
Change-220 (-3%)
Value$271.8K (-$9.2K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares6,071 from 6,071
Change0 (0%)
Value$270.0K (+$1.0K)
Filed 2026-11-04
Farmers & Merchants Investments Inc
INCREASED
Shares5,895 from 2,402
Change+3,493 (+145%)
Value$262.0K (+$155.5K)
Filed 2026-10-22
1834 Investment Advisors Co
NEW
Shares5,889
Change+5,889
Value$261.8K
Filed 2026-10-16
Summit Financial Consulting LLC
INCREASED
Shares5,838 from 5,090
Change+748 (+15%)
Value$259.5K (+$33.7K)
Filed 2026-10-15
Roan Capital Partners
UNCHANGED
Shares5,724 from 5,724
Change0 (0%)
Value$254.4K (+$515)
Filed 2026-10-09
Ritholtz Wealth Management
INCREASED
Shares5,698 from 5,690
Change+8 (+0%)
Value$253.3K (+$871)
Filed 2026-11-05
Sheets Smith Wealth Management
INCREASED
Shares5,689 from 5,677
Change+12 (+0%)
Value$252.9K (+$1.1K)
Filed 2026-10-16
Altura Wealth Advisors Inc.
INCREASED
Shares5,648 from 5,636
Change+12 (+0%)
Value$251.1K (+$1.0K)
Filed 2026-10-22
Thompson Investment Management, Inc.
UNCHANGED
Shares5,569 from 5,569
Change0 (0%)
Value$247.5K (+$501)
Filed 2026-10-14
PVG Asset Management Corp
UNCHANGED
Shares5,508 from 5,508
Change0 (0%)
Value$244.8K (+$496)
Filed 2026-10-19
August Group Capital Ltd
NEW
Shares5,500
Change+5,500
Value$244.5K
Filed 2026-10-14
Flagship Private Wealth, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$244.5K (+$495)
Filed 2026-11-05
BlueChip Wealth Advisors LLC
UNCHANGED
Shares5,461 from 5,461
Change0 (0%)
Value$242.7K (+$492)
Filed 2026-11-03
JB Capital LLC
UNCHANGED
Shares5,439 from 5,439
Change0 (0%)
Value$241.8K (+$490)
Filed 2026-10-19
Vann Equity Management LLC
UNCHANGED
Shares5,424 from 5,424
Change0 (0%)
Value$241.1K (+$488)
Filed 2026-10-08
Opus Capital Group, LLC
UNCHANGED
Shares5,395 from 5,395
Change0 (0%)
Value$240.0K (+$1.0K)
Filed 2026-10-30
CWC Advisors, Llc.
UNCHANGED
Shares5,347 from 5,347
Change0 (0%)
Value$237.7K (+$481)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares5,299 from 10,889
Change-5,590 (-51%)
Value$235.5K (-$247.5K)
Filed 2026-10-14
SpringVest Wealth Management LLC
DECREASED
Shares5,282 from 6,282
Change-1,000 (-16%)
Value$234.8K (-$43.9K)
Filed 2026-10-27
Levin Capital Strategies, L.P.
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$233.4K (+$474)
Filed 2026-11-02
Accel Wealth Management
DECREASED
Shares5,234 from 6,042
Change-808 (-13%)
Value$232.7K (-$35.4K)
Filed 2026-10-13
Ridgewood Investments LLC
UNCHANGED
Shares5,213 from 5,213
Change0 (0%)
Value$231.7K (+$469)
Filed 2026-10-05
MBL Wealth, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$231.1K (+$468)
Filed 2026-10-22
Rainier Family Wealth Inc
UNCHANGED
Shares5,035 from 5,035
Change0 (0%)
Value$223.8K (+$453)
Filed 2026-11-02
Soltis Investment Advisors LLC
NEW
Shares4,912
Change+4,912
Value$218.3K
Filed 2026-10-28
Human Investing LLC
UNCHANGED
Shares4,863 from 4,863
Change0 (0%)
Value$216.2K (+$438)
Filed 2026-10-19
Three Arch Wealth Management LLC
UNCHANGED
Shares4,851 from 4,851
Change0 (0%)
Value$215.6K (+$437)
Filed 2026-10-20
Solutions 4 Wealth, Ltd
UNCHANGED
Shares4,758 from 4,758
Change0 (0%)
Value$211.5K (+$428)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares4,756 from 4,988
Change-232 (-5%)
Value$211.4K (-$9.9K)
Filed 2026-10-22
Virtue Capital Management, LLC
INCREASED
Shares4,735 from 4,708
Change+27 (+1%)
Value$210.5K (+$1.6K)
Filed 2026-10-29
Golden State Wealth Management, LLC
UNCHANGED
Shares4,734 from 4,734
Change0 (0%)
Value$210.4K (+$426)
Filed 2026-11-02
Meritas Wealth Management, LLC
UNCHANGED
Shares4,689 from 4,689
Change0 (0%)
Value$208.4K (+$422)
Filed 2026-10-14
Advisory Solutions Group, LLC
DECREASED
Shares4,682 from 5,474
Change-792 (-14%)
Value$208.1K (-$34.7K)
Filed 2026-10-14
Ballast Financial Advisors LLC
DECREASED
Shares4,655 from 9,735
Change-5,080 (-52%)
Value$206.9K (-$224.9K)
Filed 2026-10-26
Amarillo National Bank
UNCHANGED
Shares4,632 from 4,632
Change0 (0%)
Value$205.9K (+$416)
Filed 2026-10-23
Park National Corp
UNCHANGED
Shares4,547 from 4,547
Change0 (0%)
Value$202.1K (+$409)
Filed 2026-10-05
DDD Partners, LLC
UNCHANGED
Shares4,524 from 4,524
Change0 (0%)
Value$201.1K (+$407)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
NEW
Shares4,510
Change+4,510
Value$200.5K
Filed 2026-10-13
M Holdings Securities, Inc.
DECREASED
Shares4,510 from 97,176
Change-92,666 (-95%)
Value$200.0K (-$4.1M)
Filed 2026-11-03
Frankly Finances, LLC
INCREASED
Shares4,493 from 4,460
Change+33 (+1%)
Value$199.7K (+$1.9K)
Filed 2026-10-28
Trifecta Capital Advisors, LLC
UNCHANGED
Shares4,492 from 4,492
Change0 (0%)
Value$199.7K (+$404)
Filed 2026-10-21
Markowski Investments
INCREASED
Shares4,331 from 4,321
Change+10 (+0%)
Value$192.5K (+$803)
Filed 2026-10-30
CX Institutional
DECREASED
Shares4,047 from 5,654
Change-1,607 (-28%)
Value$180 (-$71)
Filed 2026-10-02
Vermillion Wealth Management, Inc.
DECREASED
Shares3,833 from 36,543
Change-32,710 (-90%)
Value$170.4K (-$1.5M)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares3,555
Change+3,555
Value$158.0K
Filed 2026-10-27
Compass Financial Management LLC
NEW
Shares3,496
Change+3,496
Value$155.4K
Filed 2026-10-30
Abound Wealth Management
UNCHANGED
Shares3,490 from 3,490
Change0 (0%)
Value$155.1K (+$314)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,485 from 3,485
Change0 (0%)
Value$154.9K (+$314)
Filed 2026-10-21
Reap Financial Group, LLC
INCREASED
Shares3,459 from 3,452
Change+7 (+0%)
Value$153.8K (+$641)
Filed 2026-11-02
TFC Financial Management, Inc.
UNCHANGED
Shares3,137 from 3,137
Change0 (0%)
Value$139.4K (+$282)
Filed 2026-10-26
Kings Path Partners LLC
UNCHANGED
Shares3,086 from 3,086
Change0 (0%)
Value$137.2K (+$278)
Filed 2026-10-21
Joseph Group Capital Management
DECREASED
Shares3,058 from 3,325
Change-267 (-8%)
Value$135.9K (-$11.6K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares2,769
Change+2,769
Value$123.1K
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,587 from 2,587
Change0 (0%)
Value$115.0K (+$233)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,311 from 4,314
Change-2,003 (-46%)
Value$102.7K (-$88.6K)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares2,301 from 1,403
Change+898 (+64%)
Value$102.3K (+$40.0K)
Filed 2026-11-06
Bfsg, LLC
UNCHANGED
Shares2,164 from 2,164
Change0 (0%)
Value$96.2K (+$194)
Filed 2026-10-30
Investors Research Corp
UNCHANGED
Shares2,155 from 2,155
Change0 (0%)
Value$95.8K (+$194)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares1,792 from 485
Change+1,307 (+269%)
Value$79.7K (+$58.1K)
Filed 2026-11-05
Arcadia Investment Advisors LLC
UNCHANGED
Shares1,738 from 1,738
Change0 (0%)
Value$77.3K (+$157)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares1,535 from 1,345
Change+190 (+14%)
Value$68.5K (+$9.1K)
Filed 2026-10-16
Planning Strategies Inc.
INCREASED
Shares1,288 from 1,285
Change+3 (+0%)
Value$57.3K (+$239)
Filed 2026-10-02
Acumen Wealth Advisors, LLC
NEW
Shares1,025
Change+1,025
Value$45.6K
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$44.5K (+$90)
Filed 2026-10-05
Jacobi Capital Management LLC
NEW
Shares996
Change+996
Value$44.3K
Filed 2026-11-05
Maryland Capital Advisors Inc.
DECREASED
Shares966 from 1,153
Change-187 (-16%)
Value$42.9K (-$8.2K)
Filed 2026-10-15
Gleason Group, Inc.
INCREASED
Shares863 from 861
Change+2 (+0%)
Value$38.4K (+$160)
Filed 2026-10-15
Fairway Wealth LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$34.6K (+$71)
Filed 2026-10-30
Vestor Capital, LLC
DECREASED
Shares765 from 116,847
Change-116,082 (-99%)
Value$178 (-$11.9K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$32.9K (+$67)
Filed 2026-10-21
Biltmore Family Office, LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$28.0K (+$57)
Filed 2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$23.4K (+$47)
Filed 2026-10-28
Winch Advisory Services, LLC
INCREASED
Shares478 from 477
Change+1 (+0%)
Value$21.2K (+$88)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
DECREASED
Shares296 from 308
Change-12 (-4%)
Value$13.2K (-$498)
Filed 2026-10-30
Pacific Center for Financial Services
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$10.9K (+$22)
Filed 2026-10-15
Nemes Rush Group LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$10.1K (+$42)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares157
Change+157
Value$7.0K
Filed 2026-10-27
Tower Trust & Investment Co
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$6.7K (+$13)
Filed 2026-10-28
Rydar Equities, Inc.
NEW
Shares129
Change+129
Value$5.8K
Filed 2026-10-13
Financial Network Wealth Advisors LLC
NEW
Shares49
Change+49
Value$2.2K
Filed 2026-10-28
Tsfg, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1 ($0)
Filed 2026-10-23
Integrity Advisory Solutions, LLC
CLOSED
Shares0 from 3,311,006
Change-3,311,006 (-100%)
Value$0 (-$146.9M)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 2,739,886
Change-2,739,886 (-100%)
Value$0 (-$121.5M)
Filed 2026-10-14
Integrity Alliance, Llc.
CLOSED
Shares0 from 2,459,442
Change-2,459,442 (-100%)
Value$0 (-$109.1M)
Filed 2026-10-29
Monument Group Wealth Advisors, LLC
CLOSED
Shares0 from 2,159,082
Change-2,159,082 (-100%)
Value$0 (-$95.8M)
Filed 2026-10-21
Porter White Investment Advisors, Inc.
CLOSED
Shares0 from 2,100,973
Change-2,100,973 (-100%)
Value$0 (-$93.2M)
Filed 2026-10-14
HB Wealth Management, LLC
CLOSED
Shares0 from 1,821,322
Change-1,821,322 (-100%)
Value$0 (-$80.8M)
Filed 2026-10-23
Creative Capital Management Investments LLC
CLOSED
Shares0 from 1,759,594
Change-1,759,594 (-100%)
Value$0 (-$78.1M)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 925,525
Change-925,525 (-100%)
Value$0 (-$41.1M)
Filed 2026-10-21
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 896,427
Change-896,427 (-100%)
Value$0 (-$39.8M)
Filed 2026-10-13
B&D White Capital Company, LLC
CLOSED
Shares0 from 839,446
Change-839,446 (-100%)
Value$0 (-$37.2M)
Filed 2026-11-02
Scratch Capital LLC
CLOSED
Shares0 from 783,242
Change-783,242 (-100%)
Value$0 (-$34.7M)
Filed 2026-11-02
AA Financial Advisors, LLC
CLOSED
Shares0 from 729,792
Change-729,792 (-100%)
Value$0 (-$32.4M)
Filed 2026-10-19
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 722,749
Change-722,749 (-100%)
Value$0 (-$26.1M)
Filed 2026-10-20
Retirement Solution LLC
CLOSED
Shares0 from 691,691
Change-691,691 (-100%)
Value$0 (-$30.7M)
Filed 2026-10-27
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 615,188
Change-615,188 (-100%)
Value$0 (-$27.3M)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 580,195
Change-580,195 (-100%)
Value$0 (-$25.7M)
Filed 2026-11-04
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 530,816
Change-530,816 (-100%)
Value$0 (-$23.5M)
Filed 2026-10-16
Root Financial Partners, LLC
CLOSED
Shares0 from 396,464
Change-396,464 (-100%)
Value$0 (-$17.6M)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 371,019
Change-371,019 (-100%)
Value$0 (-$16.5M)
Filed 2026-10-16
Choreo, LLC
CLOSED
Shares0 from 330,369
Change-330,369 (-100%)
Value$0 (-$14.7M)
Filed 2026-10-28
Aspiriant, LLC
CLOSED
Shares0 from 320,192
Change-320,192 (-100%)
Value$0 (-$14.2M)
Filed 2026-10-16
Bdfs Capital LLC
CLOSED
Shares0 from 267,655
Change-267,655 (-100%)
Value$0 (-$11.9M)
Filed 2026-10-14
Waterfront Wealth Inc.
CLOSED
Shares0 from 258,449
Change-258,449 (-100%)
Value$0 (-$11.5M)
Filed 2026-11-03
Freedom Financial Partners LLC
CLOSED
Shares0 from 213,839
Change-213,839 (-100%)
Value$0 (-$9.5M)
Filed 2026-10-19
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 181,125
Change-181,125 (-100%)
Value$0 (-$8.0M)
Filed 2026-11-02
Archford Capital Strategies, LLC
CLOSED
Shares0 from 180,859
Change-180,859 (-100%)
Value$0 (-$8.0M)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
CLOSED
Shares0 from 178,818
Change-178,818 (-100%)
Value$0 (-$7.9M)
Filed 2026-10-30
First Financial Group Corp
CLOSED
Shares0 from 168,239
Change-168,239 (-100%)
Value$0 (-$7.5M)
Filed 2026-10-22
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 165,445
Change-165,445 (-100%)
Value$0 (-$7.3M)
Filed 2026-11-03
Prospera Financial Services Inc
CLOSED
Shares0 from 158,872
Change-158,872 (-100%)
Value$0 (-$7.0M)
Filed 2026-11-04
Sowell Financial Services LLC
CLOSED
Shares0 from 153,627
Change-153,627 (-100%)
Value$0 (-$6.8M)
Filed 2026-10-23
Great Lakes Retirement, Inc.
CLOSED
Shares0 from 145,663
Change-145,663 (-100%)
Value$0 (-$6.5M)
Filed 2026-10-26
Accurate Wealth Management, LLC
CLOSED
Shares0 from 122,184
Change-122,184 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-20
Amicus Financial Advisors, LLC
CLOSED
Shares0 from 120,366
Change-120,366 (-100%)
Value$0 (-$5.3M)
Filed 2026-11-03
AlphaCore Capital LLC
CLOSED
Shares0 from 107,410
Change-107,410 (-100%)
Value$0 (-$4.8M)
Filed 2026-11-04
Global Financial Private Client, LLC
CLOSED
Shares0 from 105,652
Change-105,652 (-100%)
Value$0 (-$4.7M)
Filed 2026-10-15
Retirement Planning Group, LLC
CLOSED
Shares0 from 100,702
Change-100,702 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-19
Altar Rock LLC
CLOSED
Shares0 from 89,044
Change-89,044 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-06
WestHill Financial Advisors, Inc.
CLOSED
Shares0 from 86,551
Change-86,551 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-14
Financial Insights, Inc.
CLOSED
Shares0 from 72,907
Change-72,907 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-27
Liberty Capital Management, Inc.
CLOSED
Shares0 from 72,322
Change-72,322 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-02
Americana Partners, LLC
CLOSED
Shares0 from 69,781
Change-69,781 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-28
Torren Management, LLC
CLOSED
Shares0 from 68,389
Change-68,389 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-29
Level Four Advisory Services, LLC
CLOSED
Shares0 from 67,609
Change-67,609 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-06
Ares Financial Consulting, LLC
CLOSED
Shares0 from 66,568
Change-66,568 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-19
Citizens Financial Group Inc
CLOSED
Shares0 from 64,556
Change-64,556 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-23
Strategic Blueprint, LLC
CLOSED
Shares0 from 47,898
Change-47,898 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-22
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 46,083
Change-46,083 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-05
Align Financial, LLC
CLOSED
Shares0 from 45,580
Change-45,580 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-16
Parallel Advisors, LLC
CLOSED
Shares0 from 43,655
Change-43,655 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-03
West Wealth Group, LLC
CLOSED
Shares0 from 43,618
Change-43,618 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-14
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 38,906
Change-38,906 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-22
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 36,225
Change-36,225 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-20
Rise Advisors, LLC
CLOSED
Shares0 from 32,988
Change-32,988 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-16
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 32,346
Change-32,346 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
MGO One Seven LLC
CLOSED
Shares0 from 26,866
Change-26,866 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-28
Gradient Capital Advisors, LLC
CLOSED
Shares0 from 26,013
Change-26,013 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
Aspire Private Capital, LLC
CLOSED
Shares0 from 25,635
Change-25,635 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
S. R. Schill & Associates
CLOSED
Shares0 from 24,066
Change-24,066 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
Certuity, LLC
CLOSED
Shares0 from 21,994
Change-21,994 (-100%)
Value$0 (-$975.7K)
Filed 2026-11-02
Partners in Financial Planning
CLOSED
Shares0 from 20,741
Change-20,741 (-100%)
Value$0 (-$920.1K)
Filed 2026-11-06
Boston Trust Walden Corp
CLOSED
Shares0 from 19,164
Change-19,164 (-100%)
Value$0 (-$850.1K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 18,012
Change-18,012 (-100%)
Value$0 (-$799.0K)
Filed 2026-10-14
Stage Harbor Financial, LLC
CLOSED
Shares0 from 17,358
Change-17,358 (-100%)
Value$0 (-$770.0K)
Filed 2026-11-03
Evolution Advisers, Inc.
CLOSED
Shares0 from 16,680
Change-16,680 (-100%)
Value$0 (-$739.0K)
Filed 2026-11-06
Rebalance, LLC
CLOSED
Shares0 from 15,600
Change-15,600 (-100%)
Value$0 (-$692.0K)
Filed 2026-10-22
Johnson Financial Group, LLC
CLOSED
Shares0 from 14,878
Change-14,878 (-100%)
Value$0 (-$660.0K)
Filed 2026-11-03
North Capital, Inc.
CLOSED
Shares0 from 14,629
Change-14,629 (-100%)
Value$0 (-$648.9K)
Filed 2026-10-16
Rockingstone Advisors LLC
CLOSED
Shares0 from 14,471
Change-14,471 (-100%)
Value$0 (-$641.9K)
Filed 2026-10-16
Barry Investment Advisors, LLC
CLOSED
Shares0 from 14,413
Change-14,413 (-100%)
Value$0 (-$639.4K)
Filed 2026-10-14
Visionary Horizons, LLC
CLOSED
Shares0 from 13,945
Change-13,945 (-100%)
Value$0 (-$618.6K)
Filed 2026-10-22
Pinnacle Associates LTD
CLOSED
Shares0 from 13,936
Change-13,936 (-100%)
Value$0 (-$618.2K)
Filed 2026-10-20
Sound Income Strategies, LLC
CLOSED
Shares0 from 13,739
Change-13,739 (-100%)
Value$0 (-$609.5K)
Filed 2026-10-09
Certified Advisory Corp
CLOSED
Shares0 from 13,541
Change-13,541 (-100%)
Value$0 (-$600.7K)
Filed 2026-10-29
Mraz, Amerine & Associates, Inc.
CLOSED
Shares0 from 12,804
Change-12,804 (-100%)
Value$0 (-$568.0K)
Filed 2026-10-30
Robinswood Financial LLC
CLOSED
Shares0 from 12,010
Change-12,010 (-100%)
Value$0 (-$532.8K)
Filed 2026-10-20
Vista Finance, LLC
CLOSED
Shares0 from 11,992
Change-11,992 (-100%)
Value$0 (-$532.0K)
Filed 2026-10-23
Capital Investment Advisors, LLC
CLOSED
Shares0 from 11,409
Change-11,409 (-100%)
Value$0 (-$506.1K)
Filed 2026-10-22
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 11,314
Change-11,314 (-100%)
Value$0 (-$501.9K)
Filed 2026-10-08
Carnegie Investment Counsel
CLOSED
Shares0 from 10,511
Change-10,511 (-100%)
Value$0 (-$466.3K)
Filed 2026-10-20
Nadler Financial Group, Inc.
CLOSED
Shares0 from 10,111
Change-10,111 (-100%)
Value$0 (-$448.5K)
Filed 2026-10-23
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 9,832
Change-9,832 (-100%)
Value$0 (-$436.1K)
Filed 2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 8,031
Change-8,031 (-100%)
Value$0 (-$356.3K)
Filed 2026-10-23
Blue Fin Capital, Inc.
CLOSED
Shares0 from 8,014
Change-8,014 (-100%)
Value$0 (-$355.5K)
Filed 2026-10-28
Natural Investments, LLC
CLOSED
Shares0 from 8,004
Change-8,004 (-100%)
Value$0 (-$355.0K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 7,810
Change-7,810 (-100%)
Value$0 (-$346.4K)
Filed 2026-11-04
Financial Management Network Inc
CLOSED
Shares0 from 7,700
Change-7,700 (-100%)
Value$0 (-$340.3K)
Filed 2026-10-09
McBroom & Associates, LLC
CLOSED
Shares0 from 7,250
Change-7,250 (-100%)
Value$0 (-$321.6K)
Filed 2026-10-29
Chicago Capital, LLC
CLOSED
Shares0 from 7,167
Change-7,167 (-100%)
Value$0 (-$317.9K)
Filed 2026-10-13
Lodestone Wealth Management LLC
CLOSED
Shares0 from 6,705
Change-6,705 (-100%)
Value$0 (-$297.4K)
Filed 2026-10-14
Lynx Investment Advisory
CLOSED
Shares0 from 6,487
Change-6,487 (-100%)
Value$0 (-$287.8K)
Filed 2026-10-27
Global Trust Asset Management, LLC
CLOSED
Shares0 from 6,348
Change-6,348 (-100%)
Value$0 (-$281.6K)
Filed 2026-10-19
Thayer Financial, L.L.C.
CLOSED
Shares0 from 6,288
Change-6,288 (-100%)
Value$0 (-$279.0K)
Filed 2026-10-21
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 6,089
Change-6,089 (-100%)
Value$0 (-$270.1K)
Filed 2026-10-26
Ryan Investment Management, Inc.
CLOSED
Shares0 from 6,009
Change-6,009 (-100%)
Value$0 (-$266.6K)
Filed 2026-10-20
Wealthcare Capital Management LLC
CLOSED
Shares0 from 5,891
Change-5,891 (-100%)
Value$0 (-$261.3K)
Filed 2026-10-21
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 5,727
Change-5,727 (-100%)
Value$0 (-$254.1K)
Filed 2026-10-30
Klaas Financial Asset Advisors, LLC
CLOSED
Shares0 from 5,711
Change-5,711 (-100%)
Value$0 (-$253.3K)
Filed 2026-10-19
Trilogy Capital Inc.
CLOSED
Shares0 from 5,516
Change-5,516 (-100%)
Value$0 (-$244.7K)
Filed 2026-10-20
Bokf, NA
CLOSED
Shares0 from 3,728
Change-3,728 (-100%)
Value$0 (-$165.4K)
Filed 2026-10-27
Hughes Financial Services, LLC
CLOSED
Shares0 from 3,425
Change-3,425 (-100%)
Value$0 (-$151.9K)
Filed 2026-10-30
Fortitude Family Office, LLC
CLOSED
Shares0 from 3,333
Change-3,333 (-100%)
Value$0 (-$147.9K)
Filed 2026-10-14
Gables Capital Management Inc.
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$133.1K)
Filed 2026-11-04
Bullock Wealth Management Group
CLOSED
Shares0 from 2,764
Change-2,764 (-100%)
Value$0 (-$122.4K)
Filed 2026-10-09
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 2,644
Change-2,644 (-100%)
Value$0 (-$117.3K)
Filed 2026-10-13
Turn8 Private Wealth Inc.
CLOSED
Shares0 from 2,322
Change-2,322 (-100%)
Value$0 (-$103.0K)
Filed 2026-11-05
1620 Investment Advisors, Inc.
CLOSED
Shares0 from 1,425
Change-1,425 (-100%)
Value$0 (-$63.2K)
Filed 2026-11-04
Go Invest LLC
CLOSED
Shares0 from 1,407
Change-1,407 (-100%)
Value$0 (-$62.4K)
Filed 2026-10-09
Hurley Capital, LLC
CLOSED
Shares0 from 1,271
Change-1,271 (-100%)
Value$0 (-$56.4K)
Filed 2026-11-05
CGC Financial Services, LLC
CLOSED
Shares0 from 1,070
Change-1,070 (-100%)
Value$0 (-$47.5K)
Filed 2026-10-13
West Paces Advisors Inc.
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$45.5K)
Filed 2026-10-13
Creative Financial Designs Inc
CLOSED
Shares0 from 1,018
Change-1,018 (-100%)
Value$0 (-$45.2K)
Filed 2026-11-04
Bare Financial Services, Inc
CLOSED
Shares0 from 1,007
Change-1,007 (-100%)
Value$0 (-$44.7K)
Filed 2026-11-04
Evensky & Katz LLC
CLOSED
Shares0 from 656
Change-656 (-100%)
Value$0 (-$29.0K)
Filed 2026-10-27
Evolution Wealth Management Inc.
CLOSED
Shares0 from 334
Change-334 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-28
Archer Investment Corp
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$13.7K)
Filed 2026-11-05
Key Capital Management, Inc
CLOSED
Shares0 from 131
Change-131 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-03
Kingdom Financial Group Llc.
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-04
Horizon Financial Services, LLC
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Mercer Global Advisors Inc
N/A
Shares— from 73,219,086
Change-73,219,086 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 42,128,827
Change-42,128,827 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 17,607,276
Change-17,607,276 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,812,388
Change-13,812,388 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 9,054,523
Change-9,054,523 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,548,752
Change-7,548,752 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 7,065,425
Change-7,065,425 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,948,676
Change-5,948,676 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,886,102
Change-5,886,102 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 5,711,324
Change-5,711,324 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,543,948
Change-5,543,948 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,381,782
Change-5,381,782 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,249,890
Change-5,249,890 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,042,328
Change-5,042,328 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,929,596
Change-4,929,596 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,893,413
Change-4,893,413 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,466,378
Change-4,466,378 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,429,007
Change-4,429,007 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,319,715
Change-4,319,715 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,248,964
Change-4,248,964 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,246,503
Change-4,246,503 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,103,209
Change-4,103,209 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,841,280
Change-3,841,280 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,762,389
Change-3,762,389 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 3,704,312
Change-3,704,312 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,524,619
Change-3,524,619 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 3,511,436
Change-3,511,436 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,300,037
Change-3,300,037 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,264,547
Change-3,264,547 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,238,499
Change-3,238,499 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,163,278
Change-3,163,278 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,088,455
Change-3,088,455 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,018,667
Change-3,018,667 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,984,095
Change-2,984,095 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 2,605,730
Change-2,605,730 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 2,582,339
Change-2,582,339 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 2,393,443
Change-2,393,443 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,367,747
Change-2,367,747 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,351,350
Change-2,351,350 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,298,403
Change-2,298,403 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 2,293,774
Change-2,293,774 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,291,061
Change-2,291,061 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,045,963
Change-2,045,963 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,006,543
Change-2,006,543 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,926,531
Change-1,926,531 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,883,919
Change-1,883,919 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 1,873,218
Change-1,873,218 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,868,514
Change-1,868,514 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,867,759
Change-1,867,759 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 1,806,421
Change-1,806,421 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 1,699,992
Change-1,699,992 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,696,703
Change-1,696,703 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 1,695,187
Change-1,695,187 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,631,862
Change-1,631,862 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,592,347
Change-1,592,347 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,586,685
Change-1,586,685 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,577,217
Change-1,577,217 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,524,918
Change-1,524,918 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 1,403,337
Change-1,403,337 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,359,733
Change-1,359,733 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,353,841
Change-1,353,841 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,348,728
Change-1,348,728 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,297,981
Change-1,297,981 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 1,263,422
Change-1,263,422 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 1,161,153
Change-1,161,153 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 1,152,783
Change-1,152,783 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,147,238
Change-1,147,238 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,123,395
Change-1,123,395 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,106,500
Change-1,106,500 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,100,207
Change-1,100,207 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 1,095,516
Change-1,095,516 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,085,010
Change-1,085,010 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,069,808
Change-1,069,808 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,054,413
Change-1,054,413 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 1,040,325
Change-1,040,325 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,035,049
Change-1,035,049 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 1,021,485
Change-1,021,485 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 991,731
Change-991,731 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 962,620
Change-962,620 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 947,460
Change-947,460 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 894,699
Change-894,699 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 885,725
Change-885,725 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 871,463
Change-871,463 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 846,296
Change-846,296 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 834,859
Change-834,859 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 815,457
Change-815,457 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 806,981
Change-806,981 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 800,965
Change-800,965 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 772,256
Change-772,256 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 719,635
Change-719,635 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 704,896
Change-704,896 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 667,142
Change-667,142 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 654,252
Change-654,252 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 647,044
Change-647,044 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 630,644
Change-630,644 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 608,039
Change-608,039 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 600,995
Change-600,995 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 600,087
Change-600,087 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 579,098
Change-579,098 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 576,229
Change-576,229 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 573,031
Change-573,031 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 526,146
Change-526,146 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 515,346
Change-515,346 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 498,834
Change-498,834 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 497,340
Change-497,340 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 478,235
Change-478,235 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 472,847
Change-472,847 (-100%)
Value—
FMR LLC
N/A
Shares— from 470,062
Change-470,062 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 460,465
Change-460,465 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 455,590
Change-455,590 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 449,368
Change-449,368 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 441,349
Change-441,349 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 420,929
Change-420,929 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 418,939
Change-418,939 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 397,467
Change-397,467 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 394,802
Change-394,802 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 390,139
Change-390,139 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 371,403
Change-371,403 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 370,731
Change-370,731 (-100%)
Value—
Nwam LLC
N/A
Shares— from 367,649
Change-367,649 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 365,285
Change-365,285 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 352,103
Change-352,103 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 320,820
Change-320,820 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 312,798
Change-312,798 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 306,439
Change-306,439 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 302,298
Change-302,298 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 300,110
Change-300,110 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 292,250
Change-292,250 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 289,397
Change-289,397 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 282,580
Change-282,580 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 281,251
Change-281,251 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 277,365
Change-277,365 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 269,949
Change-269,949 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 253,392
Change-253,392 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 253,344
Change-253,344 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 252,167
Change-252,167 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 251,137
Change-251,137 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 246,063
Change-246,063 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 230,443
Change-230,443 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 223,945
Change-223,945 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 222,651
Change-222,651 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 220,432
Change-220,432 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 204,444
Change-204,444 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 202,416
Change-202,416 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 199,485
Change-199,485 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 193,956
Change-193,956 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 193,784
Change-193,784 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 188,069
Change-188,069 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 181,326
Change-181,326 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 178,911
Change-178,911 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 177,677
Change-177,677 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 177,566
Change-177,566 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 164,817
Change-164,817 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 162,195
Change-162,195 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 152,495
Change-152,495 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 150,627
Change-150,627 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 149,091
Change-149,091 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 144,201
Change-144,201 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 142,960
Change-142,960 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 140,672
Change-140,672 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 138,448
Change-138,448 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 137,866
Change-137,866 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 135,626
Change-135,626 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 134,260
Change-134,260 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 131,766
Change-131,766 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 127,170
Change-127,170 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 126,041
Change-126,041 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 124,735
Change-124,735 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 124,557
Change-124,557 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 120,776
Change-120,776 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 118,147
Change-118,147 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 118,008
Change-118,008 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 117,013
Change-117,013 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 116,457
Change-116,457 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 114,714
Change-114,714 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 113,131
Change-113,131 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 111,966
Change-111,966 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 109,734
Change-109,734 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 109,727
Change-109,727 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 108,094
Change-108,094 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 108,049
Change-108,049 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 107,931
Change-107,931 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 106,698
Change-106,698 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 105,866
Change-105,866 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 104,168
Change-104,168 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 99,593
Change-99,593 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 98,258
Change-98,258 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 98,061
Change-98,061 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 97,216
Change-97,216 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 94,423
Change-94,423 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 94,128
Change-94,128 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 92,057
Change-92,057 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 88,666
Change-88,666 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 88,528
Change-88,528 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 86,724
Change-86,724 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 78,132
Change-78,132 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 74,115
Change-74,115 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 73,852
Change-73,852 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 72,205
Change-72,205 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 71,989
Change-71,989 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 71,464
Change-71,464 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 70,503
Change-70,503 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 70,084
Change-70,084 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 69,602
Change-69,602 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 67,393
Change-67,393 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 67,091
Change-67,091 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 65,535
Change-65,535 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 62,952
Change-62,952 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 62,617
Change-62,617 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 62,354
Change-62,354 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 60,822
Change-60,822 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 60,673
Change-60,673 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 60,568
Change-60,568 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 59,430
Change-59,430 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 57,686
Change-57,686 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 55,744
Change-55,744 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 54,881
Change-54,881 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 54,535
Change-54,535 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 53,493
Change-53,493 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 53,118
Change-53,118 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 52,690
Change-52,690 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 52,685
Change-52,685 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 52,388
Change-52,388 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 52,252
Change-52,252 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 51,832
Change-51,832 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 50,427
Change-50,427 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 49,051
Change-49,051 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 47,540
Change-47,540 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 46,967
Change-46,967 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 46,600
Change-46,600 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 46,106
Change-46,106 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 46,048
Change-46,048 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 45,318
Change-45,318 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 44,130
Change-44,130 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 42,515
Change-42,515 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 41,804
Change-41,804 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 40,225
Change-40,225 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 39,113
Change-39,113 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 39,085
Change-39,085 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 38,485
Change-38,485 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 37,795
Change-37,795 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 36,896
Change-36,896 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 36,548
Change-36,548 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 36,247
Change-36,247 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 35,940
Change-35,940 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 35,349
Change-35,349 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 35,222
Change-35,222 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 34,487
Change-34,487 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 34,048
Change-34,048 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 33,132
Change-33,132 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 32,958
Change-32,958 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 32,574
Change-32,574 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 32,367
Change-32,367 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 31,964
Change-31,964 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 31,658
Change-31,658 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 31,611
Change-31,611 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 31,401
Change-31,401 (-100%)
Value—
Commerce Bank
N/A
Shares— from 30,845
Change-30,845 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 30,402
Change-30,402 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 30,170
Change-30,170 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 29,846
Change-29,846 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 29,724
Change-29,724 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 29,582
Change-29,582 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 29,278
Change-29,278 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 28,692
Change-28,692 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 28,467
Change-28,467 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 28,388
Change-28,388 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 27,708
Change-27,708 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27,274
Change-27,274 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 26,715
Change-26,715 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 26,619
Change-26,619 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 26,550
Change-26,550 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 26,442
Change-26,442 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 26,354
Change-26,354 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 25,704
Change-25,704 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 25,052
Change-25,052 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 25,042
Change-25,042 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 24,838
Change-24,838 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 24,744
Change-24,744 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 24,691
Change-24,691 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 24,328
Change-24,328 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,093
Change-24,093 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,981
Change-23,981 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 23,967
Change-23,967 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 23,624
Change-23,624 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 22,715
Change-22,715 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,622
Change-22,622 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 22,510
Change-22,510 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 22,287
Change-22,287 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 22,162
Change-22,162 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 22,108
Change-22,108 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 21,638
Change-21,638 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 20,618
Change-20,618 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 20,544
Change-20,544 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,372
Change-20,372 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 19,972
Change-19,972 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 19,945
Change-19,945 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 19,913
Change-19,913 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 19,745
Change-19,745 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 19,537
Change-19,537 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 19,108
Change-19,108 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 19,108
Change-19,108 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 18,716
Change-18,716 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 18,672
Change-18,672 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 18,145
Change-18,145 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 17,949
Change-17,949 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,402
Change-17,402 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,261
Change-16,261 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,201
Change-16,201 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 16,194
Change-16,194 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 16,179
Change-16,179 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 16,124
Change-16,124 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 16,084
Change-16,084 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 16,072
Change-16,072 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,855
Change-15,855 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 15,855
Change-15,855 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 15,705
Change-15,705 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 15,538
Change-15,538 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,459
Change-15,459 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 15,266
Change-15,266 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 14,650
Change-14,650 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 14,551
Change-14,551 (-100%)
Value—
&partners
N/A
Shares— from 14,519
Change-14,519 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 14,177
Change-14,177 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 14,155
Change-14,155 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 14,002
Change-14,002 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 13,873
Change-13,873 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 13,802
Change-13,802 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 13,617
Change-13,617 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 13,389
Change-13,389 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 12,985
Change-12,985 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 12,793
Change-12,793 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 12,715
Change-12,715 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 12,697
Change-12,697 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 12,072
Change-12,072 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 11,818
Change-11,818 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 11,544
Change-11,544 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 10,839
Change-10,839 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 10,778
Change-10,778 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 10,518
Change-10,518 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 10,509
Change-10,509 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 10,454
Change-10,454 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 10,453
Change-10,453 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 10,376
Change-10,376 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,367
Change-10,367 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
Calydon Capital
N/A
Shares— from 10,257
Change-10,257 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 10,255
Change-10,255 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 10,191
Change-10,191 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 10,182
Change-10,182 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 10,114
Change-10,114 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 9,730
Change-9,730 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 9,729
Change-9,729 (-100%)
Value—
CNB Bank
N/A
Shares— from 9,630
Change-9,630 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 9,615
Change-9,615 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 9,410
Change-9,410 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 9,409
Change-9,409 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 9,173
Change-9,173 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 8,908
Change-8,908 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 8,848
Change-8,848 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 8,759
Change-8,759 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 8,645
Change-8,645 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 8,296
Change-8,296 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 8,158
Change-8,158 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,891
Change-7,891 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 7,546
Change-7,546 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 7,299
Change-7,299 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 7,239
Change-7,239 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,229
Change-7,229 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 7,196
Change-7,196 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 7,181
Change-7,181 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 7,126
Change-7,126 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 7,055
Change-7,055 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 6,699
Change-6,699 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 6,477
Change-6,477 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 6,430
Change-6,430 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,422
Change-6,422 (-100%)
Value—
Catawba River Capital
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 6,201
Change-6,201 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 5,983
Change-5,983 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,841
Change-5,841 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 5,818
Change-5,818 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 5,598
Change-5,598 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 5,446
Change-5,446 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 3,879
Change-3,879 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 836
Change-836 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 666
Change-666 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 358
Change-358 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 274
Change-274 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 243
Change-243 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Forum Financial Management, LP
INCREASED42,841,24242,594,541+246,701+1%$1.9B$1.9B+$14.8M2026-10-16
LPL Financial LLC
INCREASED19,145,13918,533,056+612,083+3%$822.1M$851.0M+$28.9M2026-11-06
Apella Capital, LLC
INCREASED17,175,40616,110,656+1,064,750+7%$713.4M$776.0M+$62.6M2026-10-08
Savant Capital, LLC
INCREASED14,585,53913,605,470+980,069+7%$603.6M$648.3M+$44.7M2026-11-06
Rockwood Wealth Management, LLC
INCREASED12,766,77712,338,697+428,080+3%$547.3M$567.5M+$20.1M2026-10-27
Greenspring Advisors, LLC
INCREASED12,676,61712,639,119+37,498+0%$560.7M$563.5M+$2.8M2026-11-05
SJS Investment Consulting Inc.
INCREASED9,614,3009,377,832+236,468+3%$416.0M$427.4M+$11.4M2026-10-26
Allworth Financial LP
INCREASED8,049,1386,464,130+1,585,008+25%$286.7M$357.1M+$70.3M2026-11-06
Plancorp, LLC
DECREASED7,666,9697,886,805-219,836-3%$349.9M$344.2M-$5.8M2026-11-03
Symmetry Partners, LLC
DECREASED6,561,1676,707,000-145,833-2%$297.5M$291.6M-$5.9M2026-10-27
Commonwealth Equity Services, LLC
DECREASED6,290,8198,368,847-2,078,028-25%$371.2M$279.6M-$91.6M2026-11-02
AWM Capital, LLC
INCREASED5,786,4645,181,625+604,839+12%$229.9M$257.2M+$27.4M2026-10-16
Modera Wealth Management, LLC
DECREASED4,752,4784,811,065-58,587-1%$213.4M$211.2M-$2.2M2026-10-28
JFS Wealth Advisors, LLC
INCREASED4,600,0094,515,601+84,408+2%$200.3M$204.5M+$4.2M2026-11-03
Asset Dedication, LLC
INCREASED4,593,4204,464,536+128,884+3%$198.0M$204.2M+$6.1M2026-11-03
Park Avenue Securities LLC
INCREASED4,409,9984,201,813+208,185+5%$186.4M$196.0M+$9.6M2026-10-26
DecisionPoint Financial, LLC
INCREASED4,293,5794,061,339+232,240+6%$179.9M$191.8M+$11.9M2026-10-27
Burton Enright Welch
INCREASED4,155,6623,976,632+179,030+5%$176.4M$184.7M+$8.3M2026-11-04
Austin Asset Management Co Inc
INCREASED4,088,7974,009,061+79,736+2%$177.8M$181.7M+$3.9M2026-10-29
Evanson Financial, LLC
DECREASED3,977,2993,978,431-1,1320%$176.5M$176.8M+$307.8K2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED3,838,9913,821,991+17,000+0%$169.5M$170.6M+$1.1M2026-10-13
Triune Financial Partners, LLC
INCREASED3,837,0213,775,213+61,808+2%$167.5M$170.6M+$3.1M2026-11-03
United Wealth Management, LLC
INCREASED3,796,2723,775,121+21,151+1%$167.5M$168.7M+$1.3M2026-10-30
Onyx Financial Advisors, LLC
DECREASED3,748,0473,784,124-36,077-1%$167.9M$166.6M-$1.3M2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED3,634,9093,171,700+463,209+15%$141.5M$163.6M+$22.1M2026-10-13
Catalyst Capital Advisors LLC
UNCHANGED3,297,7183,297,71800%$146.3M$146.6M+$296.8K2026-11-02
Millburn Ridgefield LLC
UNCHANGED3,297,7183,297,71800%$146.3M$146.6M+$296.8K2026-11-06
Merit Financial Group, LLC
INCREASED3,268,8021,097,040+2,171,762+198%$48.7M$145.3M+$96.6M2026-11-06
Syverson Strege & Co
INCREASED3,256,9013,196,733+60,168+2%$141.8M$144.8M+$3.0M2026-11-02
BCU Wealth Advisors, LLC
INCREASED3,194,5843,033,037+161,547+5%$134.5M$142.0M+$7.5M2026-10-16
Assetmark, Inc
DECREASED2,990,8755,633,519-2,642,644-47%$249.9M$132.9M-$117.0M2026-10-21
Conrad Siegel Investment Advisors, Inc.
DECREASED2,950,9783,066,960-115,982-4%$136.1M$131.2M-$4.9M2026-10-08
Altiora Financial Group, LLC
INCREASED2,895,7842,886,811+8,973+0%$128.1M$128.7M+$658.7K2026-11-04
Core Wealth Management, Inc.
DECREASED2,894,1552,990,705-96,550-3%$132.7M$128.6M-$4.0M2026-10-22
BetterWealth, LLC
INCREASED2,845,1722,837,675+7,497+0%$125.9M$126.5M+$588.6K2026-10-15
Creative Planning
DECREASED2,758,2852,760,133-1,8480%$122.4M$122.6M+$166.3K2026-11-02
Discipline Wealth Solutions, LLC
INCREASED2,719,0292,591,864+127,165+5%$115.0M$120.9M+$5.9M2026-10-14
Maseco LLP
INCREASED2,707,5072,365,428+342,079+14%$104.9M$120.4M+$15.5M2026-10-27
RAM Investment Partners, LLC
DECREASED2,671,0922,710,018-38,926-1%$120.2M$118.7M-$1.5M2026-10-21
Prudent Man Investment Management, Inc.
INCREASED2,624,0312,373,152+250,879+11%$94.0M$116.6M+$22.7M2026-11-03
ARK & TLK Investments, LLC
INCREASED2,601,5552,512,144+89,411+4%$111.4M$115.6M+$4.2M2026-10-20
Parkshore Wealth Management, Inc.
INCREASED2,586,9282,373,136+213,792+9%$105.3M$115.0M+$9.7M2026-10-13
New Capital Management LP
DECREASED2,566,8482,570,196-3,3480%$114.0M$114.1M+$82.5K2026-10-29
Warwick Investment Management, Inc.
DECREASED2,546,8372,547,034-1970%$113.0M$113.2M+$220.5K2026-10-19
TCI Wealth Advisors, Inc.
INCREASED2,416,2172,382,827+33,390+1%$105.7M$107.4M+$1.7M2026-10-30
Kestra Advisory Services, LLC
DECREASED2,409,7072,542,798-133,091-5%$112.8M$107.1M-$5.7M2026-11-02
Sensible Money, LLC
INCREASED2,344,1442,221,756+122,388+6%$98.6M$104.2M+$5.6M2026-10-20
Heritage Investment Group, Inc.
INCREASED2,310,9882,294,074+16,914+1%$101.8M$102.7M+$958.3K2026-11-03
SC&H Financial Advisors, Inc.
INCREASED2,262,6312,228,328+34,303+2%$98.8M$100.6M+$1.7M2026-10-14
Verisail Partners, LLC
DECREASED2,170,1362,176,870-6,7340%$96.6M$96.5M-$103.4K2026-10-19
ShankerValleau Wealth Advisors, Inc.
DECREASED2,163,0452,197,279-34,234-2%$97.5M$96.1M-$1.3M2026-10-16
Master's Wealth Management Inc.
INCREASED2,094,2271,981,550+112,677+6%$87.9M$93.1M+$5.2M2026-10-22
Farther Finance Advisors, LLC
INCREASED2,068,8991,532,405+536,494+35%$68.0M$92.0M+$24.0M2026-10-08
Warburton Capital Management, LLC
DECREASED2,031,0552,055,556-24,501-1%$91.2M$91.1M-$91.2K2026-11-06
One Degree Advisors Inc
INCREASED2,026,6581,977,629+49,029+2%$87.6M$92.1M+$4.5M2026-11-06
Brighton Jones LLC
INCREASED1,979,8511,970,881+8,970+0%$87.4M$88.0M+$576.1K2026-11-03
Straight Path Wealth Management
INCREASED1,969,7851,883,822+85,963+5%$83.6M$87.6M+$4.0M2026-10-23
SAX Wealth Advisors, LLC
DECREASED1,960,2002,149,185-188,985-9%$83.5M$87.1M+$3.6M2026-10-13
Mattern Wealth Management LLC
INCREASED1,899,6891,895,431+4,258+0%$84.1M$84.4M+$359.9K2026-11-04
Capstone Capital LLC
INCREASED1,898,0811,873,234+24,847+1%$83.1M$84.4M+$1.3M2026-10-14
Financial Symmetry Inc
INCREASED1,885,3991,775,764+109,635+6%$78.8M$83.8M+$5.0M2026-10-06
Baker Boyer National Bank
INCREASED1,877,6811,867,814+9,867+1%$82.9M$83.5M+$606.7K2026-11-05
Shearwater Capital LLC
DECREASED1,674,0311,713,356-39,325-2%$76.0M$74.4M-$1.6M2026-10-13
Tillman Hartley LLC
INCREASED1,668,7621,647,465+21,297+1%$73.1M$74.2M+$1.1M2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED1,628,7891,679,450-50,661-3%$74.5M$72.4M-$2.1M2026-10-14
Morton Capital Management LLC
INCREASED1,616,4631,583,859+32,604+2%$70.3M$71.9M+$1.6M2026-10-23
Wealth Advisors Northwest LLC
INCREASED1,608,3071,584,943+23,364+1%$70.3M$71.5M+$1.2M2026-10-29
Ballentine Capital Advisors, Inc
INCREASED1,553,7841,539,171+14,613+1%$68.3M$69.1M+$788.1K2026-10-14
Perigon Wealth Management, LLC
DECREASED1,525,4531,571,550-46,097-3%$69.7M$67.8M-$1.9M2026-10-22
Andrews, Lucia Wealth Management LLC
DECREASED1,516,9891,649,228-132,239-8%$73.2M$67.4M-$5.7M2026-11-02
True Wealth Design, LLC
DECREASED1,470,1241,498,581-28,457-2%$66.5M$65.3M-$1.1M2026-10-13
Cypress Point Wealth Management, LLC
INCREASED1,443,3261,423,391+19,935+1%$63.1M$64.2M+$1.0M2026-11-03
Trust Co of the South
INCREASED1,421,4461,301,185+120,261+9%$57.7M$63.2M+$5.5M2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED1,366,4171,445,497-79,080-5%$64.1M$60.7M-$3.4M2026-10-13
Northwest Wealth Management, LLC
INCREASED1,365,8061,348,360+17,446+1%$59.8M$60.7M+$896.8K2026-10-30
Earned Wealth Advisors, LLC
DECREASED1,329,8301,342,461-12,631-1%$59.6M$59.1M-$440.6K2026-11-06
RS Crum Inc.
DECREASED1,290,8491,299,487-8,638-1%$57.6M$57.4M-$267.0K2026-10-19
Bannerman Wealth Management Group, LLC
INCREASED1,270,7741,243,763+27,011+2%$55.2M$56.5M+$1.3M2026-10-09
Midwest Heritage Bank, FSB
DECREASED1,236,9231,280,771-43,848-3%$56.8M$55.0M-$1.8M2026-10-26
Vestment Financial LLC
INCREASED1,212,6321,118,049+94,583+8%$49.7M$53.8M+$4.1M2026-10-13
Vannoy Advisory Group, Inc.
INCREASED1,204,6121,199,876+4,736+0%$53.2M$53.5M+$318.5K2026-10-13
Lauterbach Financial Advisors, LLC
DECREASED1,200,7381,216,392-15,654-1%$54.0M$53.4M-$586.4K2026-10-21
Indivisible Partners
INCREASED1,185,9329,505+1,176,427+12377%$421.6K$52.7M+$52.3M2026-10-26
Momentous Wealth Management, Inc.
INCREASED1,160,9021,136,713+24,189+2%$50.4M$51.6M+$1.2M2026-10-21
Abel Hall, LLC
INCREASED1,150,0961,144,856+5,240+0%$50.8M$51.1M+$336.0K2026-10-19
Client 1ST Advisory Group, LLC
DECREASED1,144,9601,161,033-16,073-1%$51.5M$50.9M-$609.9K2026-10-19
Squire Investment Management Company, LLC
INCREASED1,140,1481,139,447+701+0%$50.5M$50.7M+$133.7K2026-11-03
Bayshore Asset Management, LLC
DECREASED1,130,3781,141,268-10,890-1%$50.6M$51.2M+$590.8K2026-11-03
Mills Wealth Advisors LLC
INCREASED1,120,2151,070,062+50,153+5%$47.5M$49.8M+$2.3M2026-10-22
Cherrydale Wealth Management, LLC
INCREASED1,090,5061,089,916+590+0%$48.3M$48.5M+$125.0K2026-10-20
BIP Wealth, LLC
INCREASED1,082,5921,027,009+55,583+5%$45.6M$48.1M+$2.6M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED1,081,5181,060,691+20,827+2%$47.1M$48.1M+$1.0M2026-11-02
Cardinal Point Capital Management ULC
INCREASED1,070,0891,037,411+32,678+3%$46.0M$47.6M+$1.5M2026-10-21
RED Lighthouse Investment Management, LLC
DECREASED1,034,6941,049,483-14,789-1%$46.6M$46.0M-$562.9K2026-11-02
Parker Financial LLC
INCREASED1,016,785974,952+41,833+4%$43.2M$45.0M+$1.8M2026-11-05
Chicago Partners Investment Group LLC
INCREASED1,010,466869,885+140,581+16%$38.3M$45.2M+$6.9M2026-10-27
Vested Financial Planning, LLC
INCREASED1,006,486965,539+40,947+4%$42.8M$44.7M+$1.9M2026-10-28
Versant Capital Management, Inc
INCREASED977,257954,017+23,240+2%$42.3M$43.4M+$1.1M2026-10-02
Trellis Wealth Advisors LLC
DECREASED970,263973,802-3,5390%$43.2M$43.1M-$69.7K2026-10-19
Rachor Investment Advisory Services, LLC
INCREASED939,420917,098+22,322+2%$40.7M$41.8M+$1.1M2026-10-29
Mission Wealth Management, LP
DECREASED939,348973,262-33,914-3%$43.2M$41.8M-$1.4M2026-10-15
Schulz Wealth, Ltd.
DECREASED938,592953,100-14,508-2%$42.3M$41.7M-$559.1K2026-11-03
CSP Financial Group, LLC
INCREASED937,971925,242+12,729+1%$41.0M$41.7M+$649.1K2026-10-26
Lutz Financial Services LLC
INCREASED931,711928,322+3,389+0%$41.2M$41.4M+$234.2K2026-11-06
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED931,354923,750+7,604+1%$41.0M$41.4M+$421.2K2026-10-29
Watchman Group, Inc.
INCREASED931,139916,418+14,721+2%$40.7M$41.4M+$736.8K2026-10-16
Babb Wealth Advisors LLC
INCREASED914,796880,703+34,093+4%$39.1M$40.7M+$1.6M2026-10-30
Truist Financial Corp
INCREASED911,605877,257+34,348+4%$38.9M$40.5M+$1.6M2026-10-30
DiNuzzo Private Wealth, Inc.
DECREASED909,704917,087-7,383-1%$40.7M$40.4M-$245.6K2026-10-16
Quarry Hill Advisors, LLC
INCREASED905,027865,847+39,180+5%$38.4M$40.2M+$1.8M2026-11-04
BCO Wealth Management LLC
INCREASED900,737883,317+17,420+2%$39.2M$40.0M+$853.9K2026-10-14
Private Wealth Management Group, LLC
DECREASED900,082929,843-29,761-3%$41.2M$40.0M-$1.2M2026-10-19
Old Peak Finance LLC
INCREASED898,395876,762+21,633+2%$38.9M$39.9M+$1.0M2026-11-02
Pacific Asset Management, LLC
INCREASED857,838857,246+592+0%$38.0M$38.1M+$103.4K2026-10-15
Fifth Third Bancorp
DECREASED834,0791,581,492-747,413-47%$70.2M$37.1M-$33.1M2026-11-05
SwitchPoint Financial Planning, LLC
INCREASED833,068814,210+18,858+2%$36.1M$37.0M+$911.5K2026-11-02
Outbound Financial Inc
INCREASED832,997822,037+10,960+1%$36.5M$37.0M+$561.2K2026-10-13
RCS Financial Planning, LLC
INCREASED820,914698,638+122,276+18%$31.0M$36.5M+$5.5M2026-10-14
Beacon Hill Wealth Management Ltd.
INCREASED813,796701,602+112,194+16%$31.1M$36.2M+$5.1M2026-10-21
JP Wealth Management, Inc.
DECREASED812,398814,968-2,5700%$36.2M$36.1M-$40.9K2026-10-07
LifeGuide Financial Advisors, LLC
INCREASED807,700777,969+29,731+4%$34.5M$35.9M+$1.4M2026-10-20
UMB Bank, n.a.
DECREASED803,122804,075-9530%$35.7M$35.7M+$30.0K2026-11-06
MilWealth Group LLC
DECREASED799,663808,386-8,723-1%$35.9M$35.5M-$315.0K2026-11-02
Beacon Financial Strategies Corp
DECREASED789,498790,070-5720%$35.0M$35.1M+$45.7K2026-10-14
Aspen Wealth Management LLC
INCREASED786,187778,572+7,615+1%$34.5M$34.9M+$408.6K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED785,237785,23700%$34.8M$34.8M$02026-10-06
New Dimensions Wealth Management, LLC
INCREASED776,347748,344+28,003+4%$33.2M$34.5M+$1.3M2026-11-02
Financial Harvest, LLC
INCREASED772,809735,332+37,477+5%$32.6M$34.4M+$1.7M2026-10-15
marrick wealth, LLC
DECREASED770,923785,884-14,961-2%$34.9M$34.3M-$594.3K2026-10-20
Wheels Up Wealth, Inc.
DECREASED765,501776,633-11,132-1%$34.5M$34.0M-$424.9K2026-10-27
American Capital Advisory, LLC
INCREASED759,186724,338+34,848+5%$32.1M$33.7M+$1.6M2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED749,424729,808+19,616+3%$32.4M$33.3M+$937.6K2026-10-16
XY Planning Network, Inc.
DECREASED749,295975,919-226,624-23%$43.3M$33.3M-$10.0M2026-10-14
SageOak Financial, LLC
DECREASED743,781746,357-2,5760%$33.1M$33.1M-$47.3K2026-10-19
Peirce Capital Management, LLC
DECREASED741,843746,235-4,392-1%$33.1M$33.0M-$128.1K2026-10-19
AdvisorNet Financial, Inc
INCREASED737,324733,058+4,266+1%$32.5M$33.1M+$580.0K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED732,200728,217+3,983+1%$32.3M$32.5M+$242.6K2026-10-13
Able Financial Group, LLC
INCREASED712,257694,969+17,288+2%$30.8M$31.7M+$831.0K2026-10-14
Acorn Wealth Advisors, LLC
INCREASED704,448623,542+80,906+13%$27.7M$31.3M+$3.7M2026-10-19
Phillips Financial Management, LLC
DECREASED704,170707,528-3,3580%$31.4M$31.3M-$85.6K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED703,026705,804-2,7780%$31.3M$31.2M-$60.0K2026-10-27
Keudell ison Wealth Management
INCREASED685,337666,074+19,263+3%$29.5M$30.5M+$916.2K2026-10-16
Index Fund Advisors, Inc.
INCREASED681,651604,324+77,327+13%$26.8M$30.3M+$3.5M2026-11-05
Aurelius Family Office LLC
DECREASED643,953681,653-37,700-6%$30.2M$28.6M-$1.6M2026-10-23
Mather Group, Llc.
DECREASED639,946656,345-16,399-2%$29.1M$28.4M-$669.9K2026-10-14
CFS Investment Advisory Services, LLC
DECREASED636,489646,249-9,760-2%$28.6M$28.9M+$325.5K2026-10-19
Pinnacle Financial Group, LLC / IL
INCREASED585,426575,309+10,117+2%$25.5M$26.0M+$501.5K2026-10-29
Wolfstich Capital, LLC
DECREASED542,460699,586-157,126-22%$31.0M$24.2M-$6.7M2026-10-14
Vise Technologies, Inc.
INCREASED541,827434,973+106,854+25%$19.3M$24.1M+$4.8M2026-10-29
tru Independence LLC
INCREASED541,700534,791+6,909+1%$23.7M$24.1M+$355.3K2026-10-20
3 Factor Indexing, LLC
UNCHANGED534,756534,75600%$23.7M$23.8M+$48.1K2026-10-15
CPA Asset Management Group, LLC
INCREASED527,868453,471+74,397+16%$20.1M$23.5M+$3.3M2026-10-26
Cogent Strategic Wealth LLC
INCREASED527,268524,199+3,069+1%$23.3M$23.4M+$183.6K2026-10-22
Approach Retirement Advisors, LLC
DECREASED521,123526,067-4,944-1%$23.3M$23.2M-$172.4K2026-10-22
Silver Oak Advisory Group, Inc.
INCREASED516,412486,000+30,412+6%$21.6M$23.0M+$1.4M2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED502,044512,692-10,648-2%$22.7M$22.3M-$427.2K2026-10-13
Simplicity Wealth,LLC
INCREASED501,848487,697+14,151+3%$21.6M$22.3M+$672.9K2026-10-23
JDH Wealth Management, LLC
INCREASED499,835478,822+21,013+4%$21.2M$22.2M+$977.1K2026-10-20
Legacy Financial Group, Inc.
DECREASED495,390511,473-16,083-3%$22.7M$22.0M-$668.9K2026-10-21
Kane Co Wealth Management, Inc.
DECREASED475,773476,601-8280%$21.1M$21.1M+$6.1K2026-11-04
E6 Portfolios, LLC
INCREASED463,861444,257+19,604+4%$19.7M$20.6M+$911.4K2026-10-26
Firethorn Wealth Partners, LLC
INCREASED442,527439,450+3,077+1%$19.5M$19.7M+$176.3K2026-10-14
Brookstone Capital Management
INCREASED440,171287,707+152,464+53%$12.8M$19.6M+$6.8M2026-10-22
Citigroup Inc
INCREASED431,528399,130+32,398+8%$17.7M$19.2M+$1.5M2026-11-04
Diversify Advisory Services, LLC
DECREASED417,578430,908-13,330-3%$19.1M$18.9M-$180.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED417,578430,908-13,330-3%$19.1M$18.9M-$180.1K2026-10-20
Diversified Enterprises, LLC
INCREASED414,576403,495+11,081+3%$17.9M$18.4M+$528.9K2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED395,366420,508-25,142-6%$18.7M$17.6M-$1.1M2026-10-20
Capstone Wealth Management, LLC
DECREASED394,241396,182-1,9410%$17.6M$17.5M-$50.6K2026-11-02
Aerodigm Wealth, LLC
DECREASED392,040399,674-7,634-2%$17.7M$17.4M-$303.4K2026-10-16
Entrust Financial LLC
DECREASED387,899401,893-13,994-3%$17.8M$17.2M-$585.8K2026-11-04
Regions Financial Corp
DECREASED377,296381,545-4,249-1%$16.9M$16.8M-$154.5K2026-11-05
Riverchase Wealth Management, LLC
DECREASED376,637384,140-7,503-2%$17.0M$16.7M-$298.9K2026-10-28
Integrated Advisors Network LLC
DECREASED374,874380,631-5,757-2%$16.9M$16.7M-$221.6K2026-10-20
Sensenig Capital Advisors, Inc
DECREASED360,901369,776-8,875-2%$16.4M$16.0M-$361.2K2026-10-23
Cravens & Co Advisors, LLC
INCREASED359,792351,782+8,010+2%$15.6M$16.0M+$387.7K2026-10-16
Thrivent Financial for Lutherans
INCREASED359,640345,559+14,081+4%$15.3M$16.0M+$657.0K2026-11-05
Oceanside Advisors LLC
INCREASED359,483352,356+7,127+2%$15.6M$16.0M+$348.5K2026-11-03
Apollon Financial, LLC
INCREASED354,914339,130+15,784+5%$15.0M$15.8M+$732.1K2026-10-23
Triad Wealth Partners, LLC
INCREASED352,877313,350+39,527+13%$14.1M$15.7M+$1.6M2026-10-26
Pacific Park Financial, Inc.
DECREASED347,398358,171-10,773-3%$15.9M$15.4M-$446.6K2026-10-13
Visionary Wealth Advisors
DECREASED347,093542,718-195,625-36%$24.1M$15.4M-$8.6M2026-11-04
Two West Capital Advisors LLC
INCREASED345,100338,967+6,133+2%$14.9M$15.4M+$470.3K2026-10-15
Heffernan Advisory, Inc
INCREASED338,172282,755+55,417+20%$12.5M$15.0M+$2.5M2026-10-13
Donalies Financial Planning, LLC
INCREASED333,564330,465+3,099+1%$14.7M$14.8M+$167.5K2026-10-19
Essential Planning, Llc.
INCREASED331,939279,959+51,980+19%$12.4M$14.8M+$2.3M2026-10-21
Hassell Wealth Management, LLC
DECREASED325,643331,630-5,987-2%$14.6M$14.5M-$130.2K2026-10-19
Ferguson Johnson Wealth Management Inc
INCREASED315,964308,320+7,644+2%$13.7M$14.0M+$367.6K2026-11-05
Winthrop Advisory Group LLC
DECREASED313,623315,175-1,5520%$14.0M$13.9M-$40.6K2026-10-22
Gemmer Asset Management LLC
INCREASED312,937287,705+25,232+9%$12.8M$13.9M+$1.1M2026-10-16
Family Office Research LLC
DECREASED312,341321,210-8,869-3%$14.2M$13.9M-$365.3K2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED310,351303,987+6,364+2%$13.5M$13.8M+$310.3K2026-11-05
Tortoise Investment Management, LLC
DECREASED299,953300,547-5940%$13.3M$13.3M+$6322026-11-06
Cherry Tree Wealth Management, LLC
DECREASED299,729300,502-7730%$13.3M$13.3M-$7.3K2026-10-15
Signaturefd, LLC
INCREASED298,476281,245+17,231+6%$12.5M$13.3M+$791.2K2026-10-23
McLean Asset Management Corp
DECREASED297,725302,109-4,384-1%$13.4M$13.0M-$427.3K2026-11-06
Investmark Advisory Group LLC
INCREASED295,378218,483+76,895+35%$9.7M$13.1M+$3.4M2026-10-27
Forthright Family Wealth Advisory LLC
INCREASED291,471291,271+200+0%$12.9M$13.0M+$35.1K2026-11-03
Great Waters Wealth Management
DECREASED285,686290,112-4,426-2%$12.9M$12.7M-$170.6K2026-10-07
RF&L Wealth Management, LLC
INCREASED282,751282,692+59+0%$12.5M$12.6M+$28.0K2026-10-20
Melfa Wealth Management, Inc.
DECREASED282,678284,657-1,979-1%$12.6M$12.6M-$55.7K2026-11-06
Foundation Wealth Management, Llc\pa
DECREASED273,941274,292-3510%$12.2M$12.2M+$9.1K2026-10-14
PFG Advisors
INCREASED267,165264,770+2,395+1%$11.7M$11.9M+$130.3K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED264,792152,590+112,202+74%$6.8M$11.8M+$5.0M2026-11-06
Tandemgrowth Financial Advisors LLC
INCREASED263,811263,655+156+0%$11.7M$11.7M+$30.7K2026-11-05
Selective Wealth Management, Inc.
INCREASED262,423209,906+52,517+25%$9.3M$11.9M+$2.6M2026-10-16
Avion Wealth
DECREASED253,788256,434-2,646-1%$11.4M$11.3M-$95.0K2026-11-04
Legacy Advisors, LLC
INCREASED253,694238,363+15,331+6%$10.6M$11.3M+$702.9K2026-10-19
Hippocratic Financial Advisors, LLC
DECREASED250,156257,723-7,567-3%$11.4M$11.1M-$313.2K2026-10-13
Summit Investment Advisors, Inc.\KS
DECREASED248,932327,354-78,422-24%$14.5M$11.1M-$3.5M2026-11-05
Sterling Wealth Management, Inc.
DECREASED244,704250,822-6,118-2%$11.1M$10.9M-$249.4K2026-10-23
Factor Wealth Management LTD
DECREASED244,469245,177-7080%$10.9M$10.9M-$9.4K2026-10-08
Sutton Place Investors LLC
DECREASED237,019237,209-1900%$10.5M$10.5M+$12.9K2026-10-20
Citizens & Northern Corp
DECREASED236,702238,023-1,321-1%$10.6M$10.5M-$37.3K2026-11-06
Arista Wealth Management, LLC
INCREASED233,546233,536+100%$10.4M$10.4M+$21.5K2026-10-29
Venture Visionary Partners LLC
DECREASED226,373254,517-28,144-11%$11.3M$10.1M-$1.2M2026-10-07
Woodside Wealth Management LLC
INCREASED218,482218,412+70+0%$9.7M$9.7M+$22.8K2026-10-16
Foundry Financial LLC
INCREASED217,555193,597+23,958+12%$8.6M$9.7M+$1.1M2026-10-16
Websterrogers Financial Advisors, LLC
DECREASED217,241223,457-6,216-3%$9.9M$9.7M-$256.2K2026-11-02
Asset Advisory Group, Inc.
INCREASED214,282209,020+5,262+3%$9.3M$9.5M+$252.7K2026-10-20
Lido Advisors, LLC
INCREASED199,972156,381+43,591+28%$6.9M$8.9M+$2.0M2026-11-04
CGN Advisors LLC
DECREASED198,749215,191-16,442-8%$9.5M$8.8M-$711.5K2026-10-21
Integrity Wealth Partners, LLC
NEW198,572—+198,572——$8.8M—2026-10-14
Arnold Financial Planning LLC
DECREASED198,032199,973-1,941-1%$8.9M$8.8M-$68.2K2026-10-20
Krilogy Financial LLC
INCREASED197,528134,821+62,707+47%$6.0M$8.9M+$3.0M2026-10-13
Optima Capital LLC
DECREASED191,416218,467-27,051-12%$9.7M$8.5M-$1.2M2026-10-29
WealthSpring Partners, LLC
DECREASED187,014327,536-140,522-43%$14.5M$8.3M-$6.2M2026-10-14
Wealth Architects, LLC
INCREASED186,631170,302+16,329+10%$7.6M$8.3M+$741.1K2026-11-03
KFG LLC
NEW183,904—+183,904——$8.2M—2026-11-02
Prudent Investor Advisors, LLC
NEW183,901—+183,901——$8.2M—2026-10-22
Poinciana Advisors Group, LLC
DECREASED182,094192,085-9,991-5%$9.8M$9.2M-$540.8K2026-11-06
IFG Advisors, LLC
DECREASED177,489177,675-1860%$7.9M$7.9M+$7.7K2026-10-15
Valued Wealth Advisors LLC
INCREASED176,837134,138+42,699+32%$6.0M$7.9M+$1.9M2026-11-05
Financial Council, LLC
INCREASED172,692172,628+64+0%$7.7M$7.7M+$18.4K2026-11-02
HBE Wealth Management, LLC
DECREASED170,997172,746-1,749-1%$7.7M$7.6M-$62.2K2026-11-06
Willow Creek Wealth Management Inc.
DECREASED169,704183,834-14,130-8%$8.2M$7.5M-$611.5K2026-10-26
HMV Wealth Advisors, LLC
DECREASED167,057168,530-1,473-1%$7.5M$7.4M-$50.3K2026-10-27
Austin Wealth Management, LLC
DECREASED166,918175,594-8,676-5%$7.8M$7.5M-$229.8K2026-11-06
Prospect Financial Group LLC
DECREASED163,653165,652-1,999-1%$7.3M$7.3M-$73.9K2026-11-05
Midwest Trust Co
DECREASED159,639161,413-1,774-1%$7.2M$7.1M-$64.3K2026-10-22
Avantax Planning Partners, Inc.
DECREASED159,104236,925-77,821-33%$10.5M$7.1M-$3.4M2026-11-03
Five Oceans Advisors
DECREASED157,832375,368-217,536-58%$16.7M$7.0M-$9.6M2026-10-22
Keystone Financial Group, Inc.
INCREASED156,213152,808+3,405+2%$6.8M$6.9M+$165.1K2026-10-13
Montis Financial, LLC
DECREASED154,505160,431-5,926-4%$7.1M$6.9M-$249.0K2026-11-04
McGrath & Associates, Inc.
INCREASED152,568143,023+9,545+7%$6.3M$6.8M+$437.1K2026-10-27
GEM Asset Management, LLC
INCREASED151,200149,660+1,540+1%$6.6M$6.7M+$81.9K2026-10-13
Abacus Wealth Partners, LLC
DECREASED148,396148,441-450%$6.6M$6.6M+$11.3K2026-11-03
Oath Planning, LLC
INCREASED145,763142,805+2,958+2%$6.3M$6.5M+$144.4K2026-10-20
Everest Financial Group LLC
INCREASED145,062133,876+11,186+8%$5.9M$6.4M+$509.3K2026-11-06
Werba Rubin Papier Wealth Management
INCREASED144,722139,544+5,178+4%$6.2M$6.4M+$242.7K2026-11-06
Aprio Wealth Management, LLC
DECREASED143,915150,417-6,502-4%$6.7M$6.4M-$275.5K2026-10-28
True Blue Financial, LLC
DECREASED143,014151,468-8,454-6%$6.7M$6.4M-$362.1K2026-10-15
Kaufman Rossin Wealth, LLC
DECREASED141,519142,667-1,148-1%$6.3M$6.3M-$49.6K2026-10-19
Ariadne Wealth Management, LP
DECREASED141,480144,370-2,890-2%$6.4M$6.3M-$115.5K2026-11-06
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED141,178141,17800%$6.3M$6.3M+$12.7K2026-10-27
Concord Wealth Partners
INCREASED140,32998,020+42,309+43%$4.3M$6.2M+$1.9M2026-11-02
Clark Asset Management, LLC
DECREASED134,058139,264-5,206-4%$6.2M$6.0M-$218.9K2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED133,777142,565-8,788-6%$6.3M$5.9M-$377.8K2026-10-05
Apollon Wealth Management, LLC
INCREASED132,124131,034+1,090+1%$5.8M$5.9M+$60.2K2026-10-23
Axxcess Wealth Management, LLC
DECREASED130,984272,906-141,922-52%$12.1M$5.8M-$6.3M2026-10-21
Entrewealth, LLC
INCREASED127,482126,931+551+0%$5.8M$5.7M-$124.0K2026-10-14
BlueSky Wealth Advisors, LLC
DECREASED126,391126,647-2560%$5.6M$5.6M+$192026-10-29
RVW Wealth, LLC
DECREASED125,191125,776-5850%$5.6M$5.6M-$14.7K2026-10-06
Heritage Wealth Management, Inc.
DECREASED124,801127,308-2,507-2%$5.6M$5.5M-$100.0K2026-10-27
Glenview Trust Co
NEW124,191—+124,191——$5.5M—2026-10-28
Private Trust Co NA
DECREASED122,453123,356-903-1%$5.5M$5.4M-$29.0K2026-10-20
Physician Wealth Advisors, Inc.
DECREASED122,004136,142-14,138-10%$6.0M$5.4M-$616.2K2026-10-20
Twin Cities Retirement Group LLC
DECREASED117,034119,962-2,928-2%$5.3M$5.2M-$119.4K2026-10-16
Arbor Wealth Advisors LLC
UNCHANGED115,776115,77600%$5.1M$5.1M+$10.4K2026-10-09
Atlas Private Wealth Advisors
DECREASED114,640115,418-778-1%$5.1M$5.1M-$24.2K2026-10-23
D.A. Davidson & Co.
DECREASED114,032117,411-3,379-3%$5.2M$5.1M-$139.6K2026-10-28
M Wealth Management, LLC
DECREASED113,635114,363-728-1%$5.1M$5.1M-$22.1K2026-10-14
BluePrint Investing LLC
UNCHANGED111,626111,62600%$5.0M$5.0M+$10.0K2026-10-14
Clarity Capital Advisors, LLC
INCREASED109,044108,954+90+0%$4.8M$4.8M+$13.8K2026-10-27
PDS Planning, Inc
DECREASED108,423108,432-90%$4.8M$4.8M+$9.4K2026-11-03
City State Bank
INCREASED105,69693,086+12,610+14%$4.1M$4.7M+$568.9K2026-10-20
McCarthy Asset Management, Inc.
DECREASED105,448105,934-4860%$4.7M$4.7M-$12.1K2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED104,810104,702+108+0%$4.6M$4.7M+$14.3K2026-10-26
RFG Advisory, LLC
INCREASED102,478102,090+388+0%$4.5M$4.6M+$26.5K2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
INCREASED102,35691,829+10,527+11%$4.1M$4.5M+$476.2K2026-10-28
Belleair Asset Management, LLC
DECREASED101,370103,385-2,015-2%$4.6M$4.5M-$80.3K2026-11-03
Nautilus Advisors LLC
INCREASED96,74095,310+1,430+2%$4.3M$4.3M+$48.3K2026-10-07
Freedom Day Solutions, LLC
INCREASED95,04769,889+25,158+36%$3.1M$4.2M+$1.1M2026-10-20
Forteris Wealth Management Inc.
DECREASED94,80695,848-1,042-1%$4.3M$4.2M-$37.7K2026-10-13
Intelligent Financial Strategies
INCREASED94,05194,014+37+0%$4.2M$4.2M+$10.1K2026-10-16
USAdvisors Wealth Management, LLC
INCREASED93,82989,953+3,876+4%$4.0M$4.2M+$180.0K2026-10-21
Meridian Wealth Management, LLC
DECREASED91,83098,892-7,062-7%$4.4M$4.1M-$305.0K2026-11-05
Fifth Third Securities, Inc.
NEW90,798—+90,798——$4.0M—2026-10-21
Summit Wealth Group LLC / Co
DECREASED90,51299,616-9,104-9%$4.4M$4.0M-$395.7K2026-10-29
Live Oak Private Wealth LLC
INCREASED90,00871,657+18,351+26%$3.2M$4.0M+$822.2K2026-11-02
Wedmont Private Capital
INCREASED88,12476,679+11,445+15%$3.4M$4.0M+$554.6K2026-10-09
Samalin Investment Counsel, LLC
INCREASED87,06586,924+141+0%$3.9M$3.9M+$14.1K2026-10-23
Kure Advisory, LLC
INCREASED85,98085,906+74+0%$3.8M$3.8M+$11.0K2026-10-08
Pioneer Wealth Management Group
DECREASED85,50288,103-2,601-3%$3.9M$3.8M-$107.7K2026-10-09
Buttonwood Financial Advisors Inc.
UNCHANGED85,03885,03800%$3.8M$3.8M+$7.7K2026-10-13
25 LLC
INCREASED82,29381,164+1,129+1%$3.6M$3.7M+$57.5K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED81,00371,061+9,942+14%$3.2M$3.6M+$448.4K2026-11-03
Hartmann Taylor Wealth Management, LLC
INCREASED80,59579,593+1,002+1%$3.1M$3.6M+$489.5K2026-10-14
True North Advisors, LLC
UNCHANGED79,90379,90300%$3.5M$3.6M+$7.2K2026-10-22
Accredited Investor Services, LLC
DECREASED78,76082,584-3,824-5%$3.7M$3.5M-$162.5K2026-10-22
Tcfg Investment Advisors, LLC
INCREASED77,15064,655+12,495+19%$2.9M$3.4M+$561.2K2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED76,06574,692+1,373+2%$3.3M$3.4M+$67.7K2026-10-21
US Bancorp \de\
INCREASED75,60564,677+10,928+17%$2.9M$3.4M+$491.6K2026-11-05
RHL Group, LLC
INCREASED75,32168,279+7,042+10%$3.0M$3.3M+$343.7K2026-11-04
Quad-Cities Investment Group, LLC
INCREASED73,80573,455+350+0%$3.3M$3.3M+$22.2K2026-10-16
PNC Financial Services Group, Inc.
INCREASED73,67572,451+1,224+2%$3.2M$3.3M+$60.9K2026-11-06
Baker Avenue Asset Management, LP
UNCHANGED73,04373,04300%$3.2M$3.2M+$6.6K2026-11-06
Merited Wealth, LLC
DECREASED72,92475,138-2,214-3%$3.3M$3.2M-$91.6K2026-10-13
Keener Financial Planning LLC
UNCHANGED72,73672,73600%$3.2M$3.2M+$7.1K2026-11-06
Marietta Wealth Management, LLC
UNCHANGED71,88971,88900%$3.2M$3.2M+$38.1K2026-10-22
Atwater Malick LLC
UNCHANGED71,16771,16700%$3.2M$3.2M+$6.4K2026-10-15
Prosperity Planning, Inc.
DECREASED70,62572,692-2,067-3%$3.2M$3.1M-$85.3K2026-10-09
Strategent Financial, LLC
INCREASED70,17666,943+3,233+5%$3.0M$3.1M+$149.7K2026-10-30
Facet Wealth, Inc.
INCREASED70,13763,886+6,251+10%$2.8M$3.1M+$283.6K2026-11-04
Aviance Capital Partners, LLC
INCREASED66,16262,687+3,475+6%$2.8M$2.9M+$160.1K2026-10-29
Sage Mountain Advisors LLC
UNCHANGED64,52364,52300%$2.9M$2.9M+$5.8K2026-11-02
HUB Investment Partners, LLC
UNCHANGED63,74463,74400%$2.8M$2.8M+$5.7K2026-11-03
Central Trust Co
DECREASED62,62862,792-1640%$2.8M$2.8M-$1.6K2026-11-05
Level Wealth Management LLC
INCREASED62,56262,536+26+0%$2.8M$2.8M+$6.8K2026-10-23
Family Wealth Partners, LLC
UNCHANGED61,97861,97800%$2.7M$2.8M+$5.6K2026-10-20
Magnus Financial Group LLC
INCREASED60,58216,018+44,564+278%$710.6K$2.7M+$2.0M2026-10-21
Parkside Financial Bank & Trust
INCREASED60,09752,524+7,573+14%$2.3M$2.7M+$341.3K2026-10-27
Bank of New York Mellon Corp
UNCHANGED59,29959,29900%$2.6M$2.6M+$5.3K2026-11-05
Grey Fox Wealth Advisors, LLC
INCREASED59,09958,972+127+0%$2.6M$2.6M+$11.0K2026-11-03
Kestra Investment Management, LLC
INCREASED58,19858,057+141+0%$2.6M$2.6M+$11.5K2026-11-04
Schneider Downs Wealth Management Advisors, LP
UNCHANGED57,83157,83100%$2.6M$2.6M+$5.2K2026-10-27
Larson Financial Group LLC
INCREASED55,86855,765+103+0%$2.5M$2.5M+$9.6K2026-11-05
Stolz & Associates, PS
DECREASED52,85153,661-810-2%$2.4M$2.3M-$31.2K2026-11-05
NorthAvenue LLC
INCREASED52,35552,275+80+0%$2.3M$2.3M+$8.2K2026-10-29
Advisor OS, LLC
DECREASED52,12952,252-1230%$2.3M$2.3M-$7792026-11-03
Woodward Financial Advisors, Inc.
INCREASED51,80350,558+1,245+2%$2.2M$2.3M+$59.9K2026-10-19
Cadent Capital Advisors, LLC
UNCHANGED51,65351,65300%$2.3M$2.3M+$4.6K2026-10-09
Cookson Peirce & Co Inc
UNCHANGED50,97850,97800%$2.3M$2.3M+$4.6K2026-10-30
Shakespeare Wealth Management, LLC
INCREASED50,87049,898+972+2%$2.2M$2.3M+$47.7K2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED50,83151,457-626-1%$2.3M$2.3M-$23.2K2026-10-27
Signal Advisors Wealth, LLC
DECREASED49,85751,218-1,361-3%$2.3M$2.2M-$55.9K2026-10-13
Fonville Wealth Management LLC
NEW49,791—+49,791——$2.2M—2026-10-28
Olistico Wealth, LLC
UNCHANGED49,09249,09200%$2.2M$2.2M+$4.4K2026-10-05
Oakworth Capital, Inc.
UNCHANGED48,42448,42400%$2.1M$2.2M+$4.4K2026-10-26
Summit Financial Strategies, Inc.
INCREASED48,0589,240+38,818+420%$409.9K$2.1M+$1.7M2026-10-14
Riverbend Wealth Management, LLC
DECREASED48,05549,135-1,080-2%$2.2M$2.1M-$43.6K2026-10-15
Yardley Wealth Management LLC
DECREASED48,04556,048-8,003-14%$2.5M$2.1M-$350.7K2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED47,29950,787-3,488-7%$2.3M$2.1M-$150.5K2026-10-21
Stirlingshire Investments, Inc.
DECREASED46,83351,334-4,501-9%$2.3M$2.1M-$195.4K2026-11-05
Cooper Financial Group
INCREASED45,54225,883+19,659+76%$1.1M$2.0M+$876.2K2026-10-07
Csenge Advisory Group
INCREASED45,53045,435+95+0%$2.0M$2.0M+$8.3K2026-11-04
Coston, McIsaac & Partners
INCREASED45,26345,157+106+0%$2.0M$2.0M+$9.0K2026-11-06
Claro Advisors Inc.
NEW44,798—+44,798——$2.0M—2026-11-02
Aquire Wealth Advisors, LLC
DECREASED44,55157,169-12,618-22%$2.5M$2.0M-$555.7K2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED42,81542,81500%$1.9M$1.9M+$30.8K2026-10-21
IFP Advisors, Inc
INCREASED42,17232,256+9,916+31%$1.4M$1.9M+$443.7K2026-10-16
Sweeney & Michel, LLC
NEW41,741—+41,741——$1.9M—2026-10-16
Granite Islands Private Wealth, LLC
NEW41,398—+41,398——$1.8M—2026-10-16
Valley Forge Investment Consultants Inc ADV
UNCHANGED39,57939,57900%$1.8M$1.8M+$3.6K2026-11-03
Disciplined Equity Management, Inc.
UNCHANGED39,34039,34000%$1.7M$1.7M+$3.5K2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED39,25639,182+74+0%$1.7M$1.7M+$6.8K2026-10-08
Probity Advisors, Inc.
DECREASED38,34438,544-200-1%$1.7M$1.7M-$5.4K2026-10-23
KOM Wealth Management Group, LLC
DECREASED37,80365,554-27,751-42%$2.9M$1.7M-$1.2M2026-10-15
SeaBridge Investment Advisors LLC
INCREASED37,78137,709+72+0%$1.7M$1.7M+$6.6K2026-11-02
Connecticut Wealth Management, LLC
UNCHANGED37,12337,12300%$1.6M$1.7M+$3.3K2026-10-13
Archer Investment Management, LLC
DECREASED36,92837,347-419-1%$1.7M$1.6M-$15.3K2026-10-13
Stone Summit Wealth LLC
DECREASED36,82437,013-189-1%$1.6M$1.6M-$5.1K2026-10-14
J.W. Cole Advisors, Inc.
INCREASED36,47536,004+471+1%$1.6M$1.6M+$24.2K2026-11-05
Shotwell Rutter Baer Inc
DECREASED36,14837,626-1,478-4%$1.7M$1.6M-$62.3K2026-10-14
Ascent Group, LLC
DECREASED36,13046,958-10,828-23%$2.1M$1.6M-$477.1K2026-10-30
Alkeme Wealth, LLC
INCREASED36,00535,701+304+1%$1.6M$1.6M+$16.7K2026-10-08
Lexington Hill Partners, LLC
DECREASED35,94343,823-7,880-18%$1.9M$1.6M-$346.3K2026-10-13
Maia Wealth LLC
INCREASED35,90135,439+462+1%$1.6M$1.6M+$23.7K2026-10-19
Evergreen Capital Management LLC
UNCHANGED35,48335,48300%$1.6M$1.6M+$3.2K2026-10-23
Brewster Financial Planning LLC
DECREASED35,44935,885-436-1%$1.6M$1.6M-$16.2K2026-10-13
Avant Financial Advisors LLC
UNCHANGED35,35435,35400%$1.6M$1.6M+$3.2K2026-11-02
Univest Financial Corp
INCREASED35,33835,238+100+0%$1.6M$1.6M+$7.6K2026-11-05
Quantum Financial Advisors, LLC
DECREASED35,24435,487-243-1%$1.6M$1.6M-$7.6K2026-11-03
Revolve Wealth Partners, LLC
UNCHANGED34,32034,32000%$1.5M$1.5M+$3.1K2026-10-23
First Merchants Corp
UNCHANGED34,17734,17700%$1.5M$1.5M+$3.1K2026-10-15
AlphaStar Capital Management, LLC
INCREASED33,55233,550+2+0%$1.5M$1.5M+$3.1K2026-10-16
Wedbush Securities Inc
UNCHANGED33,42933,42900%$1.5M$1.5M+$3.0K2026-10-22
Brooklyn FI, LLC
DECREASED33,22659,966-26,740-45%$2.7M$1.5M-$1.2M2026-11-05
Financial Synergies Wealth Advisors, Inc.
INCREASED32,78232,713+69+0%$1.5M$1.5M+$6.0K2026-10-16
Collective Family Office LLC
UNCHANGED32,29332,29300%$1.4M$1.4M+$2.9K2026-10-05
Cedar Point Capital Partners, LLC
UNCHANGED32,27432,27400%$1.4M$1.4M+$2.9K2026-10-29
Florida Trust Wealth Management Co
DECREASED32,15438,593-6,439-17%$1.7M$1.4M-$282.8K2026-11-05
Verus Capital Partners, LLC
INCREASED31,90131,868+33+0%$1.4M$1.4M+$4.3K2026-11-03
TruNorth Capital Management, LLC
UNCHANGED31,68731,68700%$1.4M$1.4M+$2.9K2026-10-14
Tranquility Partners, LLC
INCREASED31,59731,530+67+0%$1.4M$1.4M+$7.4K2026-10-20
SteelPeak Wealth, LLC
DECREASED31,35132,045-694-2%$1.4M$1.4M-$28.0K2026-10-16
HBK Sorce Advisory LLC
UNCHANGED31,33331,33300%$1.4M$1.4M-$63.3K2026-11-06
Omni 360 Wealth, Inc.
INCREASED31,30831,261+47+0%$1.4M$1.4M+$4.9K2026-10-13
Stewardship Advisors, LLC
INCREASED30,73330,447+286+1%$1.4M$1.4M+$15.5K2026-10-20
Symphony Financial, Ltd. Co.
INCREASED30,60930,543+66+0%$1.3M$1.4M+$22.2K2026-10-22
Montag A & Associates Inc
UNCHANGED30,23530,23500%$1.3M$1.3M+$2.7K2026-10-29
LAM Group, Inc.
INCREASED29,80929,806+3+0%$1.3M$1.3M+$2.8K2026-10-26
Boyce & Associates Wealth Consulting, Inc.
DECREASED29,63929,968-329-1%$1.3M$1.3M-$11.9K2026-10-14
High Probability Advisors, LLC
UNCHANGED29,47429,47400%$1.3M$1.3M+$2.7K2026-10-19
Citrine Capital LLC
UNCHANGED29,38829,38800%$1.3M$1.3M+$2.6K2026-10-14
rebel Financial LLC
DECREASED29,37029,894-524-2%$1.3M$1.3M-$20.6K2026-11-04
FSM Wealth Advisors, LLC
INCREASED29,14729,137+10+0%$1.3M$1.3M+$28.7K2026-10-27
Gibraltar Capital Management, Inc.
UNCHANGED28,97628,97600%$1.3M$1.3M+$2.6K2026-10-27
Robinson Smith Wealth Advisors LLC
UNCHANGED28,82128,82100%$1.3M$1.3M+$2.6K2026-10-22
Obermeyer Wealth Partners
UNCHANGED28,75728,75700%$1.3M$1.3M+$2.6K2026-10-21
Victory Financial Group, LLC
DECREASED28,70329,233-530-2%$1.3M$1.3M-$20.9K2026-10-27
Washington Trust Co
UNCHANGED28,43828,43800%$1.3M$1.3M+$2.6K2026-10-22
ERn Financial, LLC
INCREASED28,34327,894+449+2%$1.2M$1.3M+$22.5K2026-10-28
Navigate Wealth Management, LLC
INCREASED27,05726,433+624+2%$1.2M$1.2M+$58.4K2026-10-14
SBK Financial, Inc.
UNCHANGED26,74026,74000%$1.2M$1.2M+$2.4K2026-11-02
Smith Shellnut Wilson LLC
UNCHANGED26,63426,63400%$1.2M$1.2M+$2.4K2026-10-21
Oakwell Private Wealth Management, LLC
DECREASED26,41526,857-442-2%$1.2M$1.2M-$17.2K2026-11-06
Busey Bank
INCREASED26,28626,130+156+1%$1.2M$1.2M+$9.3K2026-10-26
Affinity Capital Advisors, LLC
UNCHANGED25,64625,64600%$1.1M$1.2M+$21.3K2026-10-13
Renasant Bank
UNCHANGED25,63325,63300%$1.1M$1.1M+$2.3K2026-11-05
Quadcap Wealth Management, LLC
UNCHANGED25,22325,22300%$1.1M$1.1M+$2.3K2026-11-02
Richard P Slaughter Associates Inc
UNCHANGED25,18825,18800%$1.1M$1.1M+$2.3K2026-10-13
1900 Wealth Management LLC
DECREASED24,90936,621-11,712-32%$1.6M$1.1M-$517.3K2026-10-13
Meredith Wealth Planning
INCREASED24,39624,348+48+0%$1.1M$1.1M+$4.3K2026-10-14
Elser Financial Planning, Inc
INCREASED23,77623,764+12+0%$1.1M$1.1M+$2.7K2026-10-16
CRA Financial Services, LLC
UNCHANGED23,76423,76400%$1.1M$1.1M+$2.1K2026-10-16
Jnba Financial Advisors
INCREASED22,993628+22,365+3561%$27.9K$1.0M+$994.2K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED22,88649,446-26,560-54%$2.2M$1.0M-$1.2M2026-11-04
Elevate Wealth Advisory, Inc
DECREASED22,64123,254-613-3%$1.0M$1.0M-$25.2K2026-10-29
Murphy Pohlad Asset Management LLC
UNCHANGED22,50422,50400%$998.3K$1.0M+$2.0K2026-10-22
Northwest Wealth Advisors, LLC
INCREASED22,49122,444+47+0%$995.6K$999.7K+$4.1K2026-11-02
Ascentis Independent Advisors
NEW22,460—+22,460——$998.4K—2026-11-03
Quadrant Private Wealth Management, LLC
UNCHANGED22,37222,37200%$992.4K$994.4K+$2.0K2026-11-04
Beacon Financial Advisory LLC
UNCHANGED22,28522,28500%$988.6K$990.6K+$2.0K2026-10-16
CoreCap Advisors, LLC
DECREASED21,73228,461-6,729-24%$1.3M$966.0K-$296.5K2026-10-08
Sprinkle Financial Consultants LLC
INCREASED21,70521,588+117+1%$957.6K$964.8K+$7.2K2026-10-09
Physician Wealth Solutions Inc.
DECREASED21,36831,222-9,854-32%$1.4M$949.8K-$435.2K2026-10-14
Hopwood Financial Services, Inc.
UNCHANGED21,32621,32600%$946.0K$947.9K+$1.9K2026-10-29
GW Henssler & Associates LTD
UNCHANGED21,07321,07300%$934.8K$936.7K+$1.9K2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED20,9786,735+14,243+211%$298.8K$932.5K+$633.7K2026-10-26
Sard Wealth Management Group, LLC
INCREASED20,52120,449+72+0%$907.1K$912.2K+$5.1K2026-10-16
Sage Rhino Capital LLC
INCREASED19,94419,933+11+0%$884.2K$886.5K+$2.3K2026-10-28
bLong Financial, LLC
UNCHANGED19,78419,78400%$877.6K$879.4K+$1.8K2026-10-29
Wesbanco Bank Inc
DECREASED19,512122,457-102,945-84%$5.4M$867.3K-$4.6M2026-11-04
Anderson Hoagland & Co
UNCHANGED19,24819,24800%$853.8K$866.7K+$12.9K2026-10-23
Sapient Capital LLC
INCREASED19,2434,761+14,482+304%$211.2K$855.4K+$644.2K2026-10-08
Revisor Wealth Management LLC
UNCHANGED19,22119,22100%$852.6K$860.7K+$8.1K2026-10-20
Foster Victor Wealth Advisors, LLC
INCREASED19,20517,291+1,914+11%$768.9K$861.7K+$92.8K2026-10-21
Legacy Edge Advisors, LLC
NEW18,761—+18,761——$833.9K—2026-11-06
Money Concepts Capital Corp
INCREASED18,33317,980+353+2%$797.6K$814.9K+$17.3K2026-11-06
Tufton Capital Management
INCREASED18,17712,360+5,817+47%$548.0K$807.0K+$259.0K2026-10-20
Institute for Wealth Management, Llc.
UNCHANGED18,09118,09100%$802.5K$804.1K+$1.6K2026-11-06
Pettinga Financial Advisors LLC
UNCHANGED18,02618,02600%$799.6K$801.3K+$1.6K2026-10-13
KPP Advisory Services LLC
DECREASED18,00118,011-100%$799.0K$800.1K+$1.2K2026-10-26
Blume Capital Management, Inc.
INCREASED17,70917,643+66+0%$782.6K$787.2K+$4.5K2026-10-26
Autumn Glory Partners, LLC
UNCHANGED17,58417,58400%$780.0K$781.6K+$1.6K2026-10-26
Cherry Creek Investment Advisors, Inc.
DECREASED17,29318,157-864-5%$805.4K$768.7K-$36.8K2026-10-14
International Private Wealth Advisors LLC
INCREASED17,2857,400+9,885+134%$328.3K$768.3K+$440.1K2026-11-05
Rossby Financial, LCC
INCREASED17,28114,462+2,819+19%$641.5K$768.1K+$126.6K2026-11-05
Acropolis Investment Management, LLC
UNCHANGED17,23317,23300%$764.5K$766.0K+$1.6K2026-10-08
National Wealth Management Group, LLC
DECREASED17,19317,208-150%$763.4K$764.2K+$8802026-10-26
Clifford Swan Investment Counsel LLC
DECREASED17,03517,175-140-1%$761.9K$757.2K-$4.7K2026-11-05
Independent Financial Group, LLC
INCREASED17,02714,820+2,207+15%$657.4K$756.9K+$99.4K2026-10-13
Vilga Financial Planning LLC
UNCHANGED16,91516,91500%$750.3K$751.9K+$1.5K2026-10-09
LexAurum Advisors, LLC
DECREASED16,81518,510-1,695-9%$821.1K$747.4K-$73.7K2026-10-19
180 Wealth Advisors, LLC
INCREASED16,76915,686+1,083+7%$695.8K$745.4K+$49.6K2026-11-03
WBH Advisory Inc
UNCHANGED16,46416,46400%$730.3K$731.8K+$1.5K2026-11-05
Chapman Financial Group, LLC
UNCHANGED16,16916,16900%$717.3K$718.7K+$1.5K2026-10-26
Wealth Enhancement Trust Services, Inc.
UNCHANGED16,06316,06300%$712.6K$714.0K+$1.4K2026-10-07
Security Financial Services, Inc.
DECREASED16,00716,499-492-3%$731.9K$711.5K-$20.4K2026-10-29
Traphagen Investment Advisors LLC
INCREASED15,99515,961+34+0%$708.0K$711.0K+$3.0K2026-10-14
Trust Point Inc.
UNCHANGED15,94515,94500%$707.3K$708.8K+$1.4K2026-10-27
Moisand Fitzgerald Tamayo, LLC
INCREASED15,83013,874+1,956+14%$615.5K$703.6K+$88.2K2026-10-15
Integrity Investment Advisors, LLC
DECREASED15,69833,853-18,155-54%$1.5M$697.8K-$804.0K2026-11-03
Elevation Wealth Partners, LLC
DECREASED15,48419,510-4,026-21%$865.5K$688.3K-$177.2K2026-10-07
BostonPremier Wealth LLC
UNCHANGED15,35415,35400%$681.1K$682.5K+$1.4K2026-10-16
EnRich Financial Partners LLC
INCREASED15,33814,409+929+6%$639.2K$681.8K+$42.6K2026-10-21
Compass Ion Advisors, LLC
NEW15,258—+15,258——$678.2K—2026-10-23
Balboa Wealth Partners
UNCHANGED15,19915,19900%$674.2K$675.6K+$1.4K2026-10-20
Ti-Trust, Inc
DECREASED15,19516,088-893-6%$713.7K$675.4K-$38.2K2026-10-21
KRM Wealth Management L.L.C.
DECREASED15,03316,956-1,923-11%$752.2K$668.2K-$83.9K2026-11-02
CogentBlue Wealth Advisors, LLC
DECREASED14,56816,784-2,216-13%$744.5K$647.5K-$97.0K2026-10-09
Balefire, LLC
INCREASED14,53513,938+597+4%$618.3K$646.1K+$27.8K2026-10-09
Morling Financial Advisors, LLC
INCREASED14,49014,050+440+3%$623.3K$644.1K+$20.8K2026-10-28
Global Trust Wealth Management LLC
DECREASED14,37614,787-411-3%$656.0K$639.0K-$16.9K2026-10-14
Greenwood Capital Associates LLC
UNCHANGED14,08214,08200%$624.7K$625.9K+$1.3K2026-10-27
BOS Asset Management, LLC
INCREASED13,63213,628+4+0%$604.6K$605.9K+$1.4K2026-10-09
Central Valley Advisors, LLC
DECREASED13,63014,801-1,171-8%$656.6K$605.9K-$50.7K2026-10-27
Intrua Financial, LLC
DECREASED13,52614,526-1,000-7%$644.4K$601.2K-$43.1K2026-10-28
Baring Financial LLC
DECREASED13,52113,570-490%$602.0K$601.0K-$9772026-10-07
Hamilton Capital, LLC
UNCHANGED13,46313,46300%$597.2K$598.4K+$1.2K2026-10-08
Market Street Wealth Management Advisors LLC
DECREASED13,41914,640-1,221-8%$649.4K$596.5K-$53.0K2026-10-09
Yoder Wealth Management, Inc.
UNCHANGED13,40713,40700%$594.7K$595.9K+$1.2K2026-10-13
May Hill Capital, LLC
INCREASED13,39813,372+26+0%$593.2K$595.6K+$2.4K2026-11-03
Fermata Advisors, LLC
INCREASED13,29713,269+28+0%$588.6K$591.1K+$2.5K2026-10-13
Oppenheimer & Co Inc
UNCHANGED13,25913,25900%$588.2K$589.4K+$1.2K2026-10-26
Bell Investment Advisors, Inc
UNCHANGED13,19613,19600%$585.4K$586.6K+$1.2K2026-10-29
Lockerman Financial Group, Inc.
UNCHANGED13,13313,13300%$582.6K$583.8K+$1.2K2026-10-19
Washington Trust Bank
DECREASED12,93512,985-500%$576.0K$575.0K-$1.1K2026-11-03
Highland Financial Advisors, LLC
UNCHANGED12,80712,80700%$568.1K$569.3K+$1.2K2026-10-19
Dahring | Cusmano LLC
NEW12,765—+12,765——$567.4K—2026-11-03
Keystone Wealth Services, LLC
UNCHANGED12,69712,69700%$563.2K$566.8K+$3.6K2026-11-03
Platt Wealth Management LLC
UNCHANGED12,66512,66500%$561.0K$562.0K+$1.0K2026-11-04
SYM Financial Corp
DECREASED12,61812,962-344-3%$575.0K$560.9K-$14.1K2026-10-26
Mendota Financial Group, LLC
DECREASED12,55815,020-2,462-16%$666.3K$558.2K-$108.1K2026-10-07
Destiny Wealth Partners, LLC
UNCHANGED12,55012,55000%$558.4K$562.2K+$3.9K2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED12,45015,424-2,974-19%$680.5K$553.4K-$127.1K2026-10-13
Blueprint Investment Partners LLC
INCREASED12,44112,174+267+2%$540.0K$553.0K+$13.0K2026-10-28
Gibbs Wealth Management
DECREASED12,20414,211-2,007-14%$630.4K$542.5K-$87.9K2026-10-22
HFG Wealth Management, LLC
UNCHANGED11,80811,80800%$523.8K$523.8K$02026-10-16
Harbor Group, Inc.
DECREASED11,76212,145-383-3%$538.8K$522.8K-$15.9K2026-10-14
Navigoe, LLC
DECREASED11,74411,812-68-1%$523.0K$522.0K-$1.0K2026-11-04
Burk Holdings LLC
INCREASED11,71311,599+114+1%$514.5K$520.6K+$6.1K2026-11-05
Bay Capital Advisors, LLC
UNCHANGED11,51811,51800%$510.9K$512.0K+$1.0K2026-10-16
Blue Trust, Inc.
DECREASED11,38213,996-2,614-19%$620.9K$505.9K-$114.9K2026-10-15
MTM Investment Management, LLC
UNCHANGED11,29411,29400%$501.0K$502.0K+$1.0K2026-10-30
Abacus Planning Group, Inc.
UNCHANGED11,26811,26800%$499.8K$500.9K+$1.0K2026-11-02
Single Point Partners, LLC
UNCHANGED11,23311,23300%$498.3K$499.3K+$1.0K2026-10-19
Fisher Asset Management, LLC
NEW11,231—+11,231——$499.2K—2026-11-06
BankChampaign, National Association
UNCHANGED11,18811,18800%$496.3K$497.3K+$1.0K2026-10-19
First Affirmative Financial Network
NEW11,164—+11,164——$496.2K—2026-10-21
Petersen Hastings Wealth Advisors Inc.
DECREASED11,04311,433-390-3%$507.2K$490.9K-$16.3K2026-10-27
Monument Capital Management
UNCHANGED11,01211,01200%$488.5K$489.5K+$9912026-10-09
Sigma Planning Corp
INCREASED10,99210,971+21+0%$486.7K$488.6K+$1.9K2026-10-23
Milestone Asset Management Group, LLC
INCREASED10,93310,920+13+0%$484.4K$486.0K+$1.6K2026-10-20
Tactive Advisors, LLC
NEW10,924—+10,924——$485.6K—2026-10-08
StoneX Group Inc.
NEW10,843—+10,843——$482.2K—2026-11-03
Fairman Group, LLC
UNCHANGED10,67410,67400%$473.5K$474.5K+$9612026-10-26
Legacy Private Trust Co.
INCREASED10,6008,469+2,131+25%$375.7K$471.2K+$95.5K2026-10-06
Burney Co/
INCREASED10,5655,867+4,698+80%$260.3K$469.6K+$209.3K2026-10-15
Cutler Investment Counsel LLC
DECREASED10,55910,995-436-4%$487.7K$469.4K-$18.4K2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED10,47810,474+4+0%$464.6K$465.7K+$1.1K2026-10-28
Cogent Private Wealth, Inc.
DECREASED10,41012,248-1,838-15%$543.3K$462.7K-$80.6K2026-11-06
Marotta Asset Management
DECREASED10,18610,192-60%$451.4K$452.8K+$1.4K2026-10-02
Bedminster, LLC
UNCHANGED10,12510,12500%$449.1K$450.1K+$9112026-11-04
Cornerstone Wealth Group, LLC
UNCHANGED10,06510,06500%$446.5K$447.4K+$9062026-11-02
L.K. Benson & Company, P.C.
INCREASED9,8747,133+2,741+38%$316.4K$438.9K+$122.5K2026-10-23
Iams Wealth Management, LLC
UNCHANGED9,6469,64600%$427.9K$428.8K+$8682026-10-15
Tenon Financial LLC
UNCHANGED9,5669,56600%$424.3K$425.2K+$8612026-10-14
Matisse Capital
INCREASED9,5479,527+20+0%$422.6K$424.4K+$1.8K2026-10-29
BLB&B Advisors, LLC
UNCHANGED9,4559,45500%$419.4K$420.3K+$8512026-10-27
Horizon Wealth Management, LLC
UNCHANGED9,4429,44200%$418.8K$419.7K+$8502026-11-02
Matauro, LLC
INCREASED9,3649,344+20+0%$414.5K$416.2K+$1.7K2026-11-03
Balance Wealth Partners LLC
DECREASED9,3419,661-320-3%$428.6K$415.2K-$13.4K2026-10-27
Berman McAleer LLC
UNCHANGED9,2609,26000%$410.8K$411.6K+$8332026-10-16
Ridgeline Wealth Planning, LLC
UNCHANGED9,2329,23200%$409.5K$410.4K+$8302026-10-29
Gaddis Premier Wealth Advisors LLC
DECREASED9,22211,458-2,236-20%$508.3K$409.9K-$98.4K2026-10-29
Guardian Asset Advisors, LLC
DECREASED8,8529,162-310-3%$406.4K$393.5K-$13.0K2026-10-16
Romano Brothers and Company
UNCHANGED8,8328,83200%$391.8K$392.6K+$7942026-10-22
Elevation Point Wealth Partners, LLC
INCREASED8,7488,222+526+6%$364.7K$388.8K+$24.1K2026-11-05
Dixon Fnancial Services, Inc.
UNCHANGED8,7268,72600%$387.1K$387.9K+$7862026-10-23
Foster Group, Inc.
UNCHANGED8,7158,71500%$386.6K$387.4K+$7852026-10-13
Mokosak Advisory Group, LLC
INCREASED8,6628,643+19+0%$383.4K$385.0K+$1.6K2026-10-20
Tableaux LLC
INCREASED8,6438,641+2+0%$383.3K$384.2K+$8662026-10-23
SimpliFi, Inc.
UNCHANGED8,5168,51600%$377.8K$378.5K+$7662026-10-28
Traynor Capital Management, Inc.
UNCHANGED8,4908,49000%$376.6K$377.4K+$7652026-10-29
McAdam, LLC
UNCHANGED8,4378,43700%$374.3K$375.0K+$7602026-10-21
Albion Financial Group
UNCHANGED8,2888,28800%$367.7K$368.4K+$7462026-10-21
Synergy Asset Management, LLC
UNCHANGED8,2708,27000%$366.9K$367.6K+$7452026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED8,2658,247+18+0%$365.8K$367.4K+$1.5K2026-11-02
Angeles Wealth Management, LLC
DECREASED8,2119,303-1,092-12%$412.7K$365.0K-$47.7K2026-10-26
Spire Wealth Management
INCREASED8,1734,552+3,621+80%$201.9K$363.3K+$161.4K2026-10-30
NorthCrest Asset Manangement, LLC
NEW8,109—+8,109——$365.8K—2026-10-13
Grandfield & Dodd, LLC
UNCHANGED8,0438,04300%$356.8K$357.5K+$7242026-10-29
G2 Capital Management, LLC / OH
UNCHANGED7,9367,93600%$352.0K$352.8K+$7152026-10-23
Clearstead Advisors, LLC
UNCHANGED7,8577,85700%$348.5K$349.2K+$7072026-11-06
Diesslin Group, Inc.
DECREASED7,8208,410-590-7%$373.1K$347.6K-$25.5K2026-10-14
Foguth Wealth Management, Llc.
UNCHANGED7,7767,77600%$342.6K$348.2K+$5.6K2026-10-19
Compound Planning, Inc.
INCREASED7,7026,874+828+12%$304.9K$342.4K+$37.4K2026-11-05
Chapin Davis, Inc.
UNCHANGED7,6747,67400%$340.4K$341.1K+$6912026-10-09
Seed Wealth Management, Inc.
DECREASED7,65011,000-3,350-30%$488.0K$340.0K-$147.9K2026-10-20
Texas Bank & Trust Co
DECREASED7,62710,432-2,805-27%$462.8K$339.0K-$123.7K2026-11-04
Salomon & Ludwin, LLC
UNCHANGED7,4937,49300%$331.9K$333.1K+$1.2K2026-10-29
Pillar Financial Advisors, LLC
INCREASED7,4037,394+9+0%$328.0K$329.0K+$1.1K2026-10-21
Annex Advisory Services, LLC
DECREASED7,3197,467-148-2%$331.2K$325.3K-$5.9K2026-10-16
Horst & Graben Wealth Management LLC
DECREASED7,2977,310-130%$323.8K$324.4K+$5912026-11-02
Verdence Capital Advisors LLC
NEW7,235—+7,235——$321.6K—2026-10-26
Herold Advisors, Inc.
DECREASED7,0917,294-203-3%$324.0K$315.2K-$8.8K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED7,0787,966-888-11%$353.4K$314.6K-$38.8K2026-10-23
Wingate Wealth Advisors, Inc.
UNCHANGED7,0717,07100%$313.7K$314.3K+$6362026-10-26
Williams & Novak Wealth Management, LLC
INCREASED7,0626,554+508+8%$290.8K$313.9K+$23.2K2026-10-09
Graves Light Lenhart Wealth, Inc.
INCREASED7,0147,009+5+0%$310.9K$311.8K+$8512026-10-09
Smith Chas P & Associates PA Cpas
UNCHANGED6,9596,95900%$308.7K$311.6K+$2.9K2026-10-22
MBM Wealth Consultants, LLC
UNCHANGED6,9406,94000%$307.9K$308.5K+$6252026-10-20
Leading Edge Financial Planning LLC
INCREASED6,9256,824+101+1%$302.7K$307.8K+$5.1K2026-10-23
LJI Wealth Management, LLC
DECREASED6,91141,695-34,784-83%$1.8M$307.2K-$1.5M2026-10-28
RFG Holdings, Inc.
DECREASED6,9077,155-248-3%$317.4K$307.0K-$10.4K2026-10-30
Embree Financial Group
UNCHANGED6,8976,89700%$306.0K$306.6K+$6212026-10-22
Shore Point Advisors, LLC
INCREASED6,8416,835+6+0%$303.2K$304.1K+$8712026-10-14
Guardian Wealth Management, LLC
DECREASED6,8137,347-534-7%$325.9K$302.8K-$23.0K2026-10-14
VestGen Advisors, LLC
UNCHANGED6,8036,80300%$301.8K$302.4K+$6122026-10-27
Mogy Joel R Investment Counsel Inc
UNCHANGED6,7406,74000%$299.0K$299.6K+$6072026-10-13
Acorn Creek Capital LLC
DECREASED6,7377,068-331-5%$313.5K$299.5K-$14.1K2026-11-05
Banyan Capital Management, Inc.
DECREASED6,7299,400-2,671-28%$417.0K$299.1K-$117.9K2026-11-05
Prairiewood Capital, LLC
UNCHANGED6,6926,69200%$296.8K$297.4K+$6032026-10-16
Naples Global Advisors, LLC
UNCHANGED6,6666,66600%$295.7K$296.3K+$6002026-11-05
Ironwood Financial, llc
INCREASED6,6426,509+133+2%$288.8K$295.2K+$6.4K2026-10-20
Ridgecrest Wealth Partners, LLC
UNCHANGED6,5446,54400%$290.3K$290.9K+$5892026-10-19
Powerhouse Assets LLC
INCREASED6,5216,064+457+8%$269.0K$289.8K+$20.8K2026-10-19
Ferguson Wellman Capital Management, Inc
NEW6,450—+6,450——$286.7K—2026-10-05
Timonier Family Office, Ltd.
DECREASED6,3697,679-1,310-17%$340.6K$283.1K-$57.5K2026-11-03
Silver Lake Advisory, LLC
INCREASED6,3296,315+14+0%$280.2K$281.3K+$1.2K2026-10-22
Selby Wealth Management, LLC
UNCHANGED6,3016,30100%$279.5K$280.1K+$5672026-10-16
Armstrong Advisory Group, Inc
INCREASED6,2856,279+6+0%$278.5K$279.4K+$8232026-10-09
Legacy Wealth Management, LLC
UNCHANGED6,2566,25600%$277.5K$278.1K+$5632026-10-22
Huntleigh Advisors, Inc.
UNCHANGED6,2536,25300%$277.4K$277.9K+$5632026-11-03
CWS Financial Advisors, LLC
INCREASED6,2446,123+121+2%$271.6K$277.5K+$5.9K2026-10-16
Optivise Advisory Services LLC
UNCHANGED6,1976,19700%$274.9K$275.5K+$5582026-10-19
Ellsworth Advisors, LLC
INCREASED6,1856,172+13+0%$275.3K$274.9K-$3332026-10-15
Black Diamond Financial, LLC
UNCHANGED6,1756,17500%$273.9K$274.5K+$5562026-10-26
E&G Advisors, LLC
DECREASED6,1156,335-220-3%$281.0K$271.8K-$9.2K2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED6,0716,07100%$269.0K$270.0K+$1.0K2026-11-04
Farmers & Merchants Investments Inc
INCREASED5,8952,402+3,493+145%$106.6K$262.0K+$155.5K2026-10-22
1834 Investment Advisors Co
NEW5,889—+5,889——$261.8K—2026-10-16
Summit Financial Consulting LLC
INCREASED5,8385,090+748+15%$225.8K$259.5K+$33.7K2026-10-15
Roan Capital Partners
UNCHANGED5,7245,72400%$253.9K$254.4K+$5152026-10-09
Ritholtz Wealth Management
INCREASED5,6985,690+8+0%$252.4K$253.3K+$8712026-11-05
Sheets Smith Wealth Management
INCREASED5,6895,677+12+0%$251.8K$252.9K+$1.1K2026-10-16
Altura Wealth Advisors Inc.
INCREASED5,6485,636+12+0%$250.0K$251.1K+$1.0K2026-10-22
Thompson Investment Management, Inc.
UNCHANGED5,5695,56900%$247.0K$247.5K+$5012026-10-14
PVG Asset Management Corp
UNCHANGED5,5085,50800%$244.3K$244.8K+$4962026-10-19
August Group Capital Ltd
NEW5,500—+5,500——$244.5K—2026-10-14
Flagship Private Wealth, LLC
UNCHANGED5,5005,50000%$244.0K$244.5K+$4952026-11-05
BlueChip Wealth Advisors LLC
UNCHANGED5,4615,46100%$242.2K$242.7K+$4922026-11-03
JB Capital LLC
UNCHANGED5,4395,43900%$241.3K$241.8K+$4902026-10-19
Vann Equity Management LLC
UNCHANGED5,4245,42400%$240.6K$241.1K+$4882026-10-08
Opus Capital Group, LLC
UNCHANGED5,3955,39500%$239.0K$240.0K+$1.0K2026-10-30
CWC Advisors, Llc.
UNCHANGED5,3475,34700%$237.2K$237.7K+$4812026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5,29910,889-5,590-51%$483.0K$235.5K-$247.5K2026-10-14
SpringVest Wealth Management LLC
DECREASED5,2826,282-1,000-16%$278.7K$234.8K-$43.9K2026-10-27
Levin Capital Strategies, L.P.
UNCHANGED5,2505,25000%$232.9K$233.4K+$4742026-11-02
Accel Wealth Management
DECREASED5,2346,042-808-13%$268.0K$232.7K-$35.4K2026-10-13
Ridgewood Investments LLC
UNCHANGED5,2135,21300%$231.2K$231.7K+$4692026-10-05
MBL Wealth, LLC
UNCHANGED5,2005,20000%$230.7K$231.1K+$4682026-10-22
Rainier Family Wealth Inc
UNCHANGED5,0355,03500%$223.4K$223.8K+$4532026-11-02
Soltis Investment Advisors LLC
NEW4,912—+4,912——$218.3K—2026-10-28
Human Investing LLC
UNCHANGED4,8634,86300%$215.7K$216.2K+$4382026-10-19
Three Arch Wealth Management LLC
UNCHANGED4,8514,85100%$215.2K$215.6K+$4372026-10-20
Solutions 4 Wealth, Ltd
UNCHANGED4,7584,75800%$211.0K$211.5K+$4282026-11-03
Sagespring Wealth Partners, LLC
DECREASED4,7564,988-232-5%$221.3K$211.4K-$9.9K2026-10-22
Virtue Capital Management, LLC
INCREASED4,7354,708+27+1%$208.8K$210.5K+$1.6K2026-10-29
Golden State Wealth Management, LLC
UNCHANGED4,7344,73400%$210.0K$210.4K+$4262026-11-02
Meritas Wealth Management, LLC
UNCHANGED4,6894,68900%$208.0K$208.4K+$4222026-10-14
Advisory Solutions Group, LLC
DECREASED4,6825,474-792-14%$242.8K$208.1K-$34.7K2026-10-14
Ballast Financial Advisors LLC
DECREASED4,6559,735-5,080-52%$431.8K$206.9K-$224.9K2026-10-26
Amarillo National Bank
UNCHANGED4,6324,63200%$205.5K$205.9K+$4162026-10-23
Park National Corp
UNCHANGED4,5474,54700%$201.7K$202.1K+$4092026-10-05
DDD Partners, LLC
UNCHANGED4,5244,52400%$200.7K$201.1K+$4072026-11-02
Syntegra Private Wealth Group, LLC
NEW4,510—+4,510——$200.5K—2026-10-13
M Holdings Securities, Inc.
DECREASED4,51097,176-92,666-95%$4.3M$200.0K-$4.1M2026-11-03
Frankly Finances, LLC
INCREASED4,4934,460+33+1%$197.8K$199.7K+$1.9K2026-10-28
Trifecta Capital Advisors, LLC
UNCHANGED4,4924,49200%$199.3K$199.7K+$4042026-10-21
Markowski Investments
INCREASED4,3314,321+10+0%$191.7K$192.5K+$8032026-10-30
CX Institutional
DECREASED4,0475,654-1,607-28%$251$180-$712026-10-02
Vermillion Wealth Management, Inc.
DECREASED3,83336,543-32,710-90%$1.6M$170.4K-$1.5M2026-10-26
Latitude Advisors, LLC
NEW3,555—+3,555——$158.0K—2026-10-27
Compass Financial Management LLC
NEW3,496—+3,496——$155.4K—2026-10-30
Abound Wealth Management
UNCHANGED3,4903,49000%$154.8K$155.1K+$3142026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED3,4853,48500%$154.6K$154.9K+$3142026-10-21
Reap Financial Group, LLC
INCREASED3,4593,452+7+0%$153.1K$153.8K+$6412026-11-02
TFC Financial Management, Inc.
UNCHANGED3,1373,13700%$139.2K$139.4K+$2822026-10-26
Kings Path Partners LLC
UNCHANGED3,0863,08600%$136.9K$137.2K+$2782026-10-21
Joseph Group Capital Management
DECREASED3,0583,325-267-8%$147.5K$135.9K-$11.6K2026-11-04
Nova Financial LLC
NEW2,769—+2,769——$123.1K—2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED2,5872,58700%$114.8K$115.0K+$2332026-10-23
Pinnacle Wealth Planning Services, Inc.
DECREASED2,3114,314-2,003-46%$191.4K$102.7K-$88.6K2026-10-27
Russell Investments Group, Ltd.
INCREASED2,3011,403+898+64%$62.2K$102.3K+$40.0K2026-11-06
Bfsg, LLC
UNCHANGED2,1642,16400%$96.0K$96.2K+$1942026-10-30
Investors Research Corp
UNCHANGED2,1552,15500%$95.6K$95.8K+$1942026-10-07
Silver Grove Financial Group, Inc.
INCREASED1,792485+1,307+269%$21.5K$79.7K+$58.1K2026-11-05
Arcadia Investment Advisors LLC
UNCHANGED1,7381,73800%$77.1K$77.3K+$1572026-10-13
TD Waterhouse Canada Inc.
INCREASED1,5351,345+190+14%$59.4K$68.5K+$9.1K2026-10-16
Planning Strategies Inc.
INCREASED1,2881,285+3+0%$57.0K$57.3K+$2392026-10-02
Acumen Wealth Advisors, LLC
NEW1,025—+1,025——$45.6K—2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED1,0001,00000%$44.4K$44.5K+$902026-10-05
Jacobi Capital Management LLC
NEW996—+996——$44.3K—2026-11-05
Maryland Capital Advisors Inc.
DECREASED9661,153-187-16%$51.1K$42.9K-$8.2K2026-10-15
Gleason Group, Inc.
INCREASED863861+2+0%$38.2K$38.4K+$1602026-10-15
Fairway Wealth LLC
UNCHANGED77977900%$34.6K$34.6K+$712026-10-30
Vestor Capital, LLC
DECREASED765116,847-116,082-99%$12.1K$178-$11.9K2026-11-04
Trust Co of Vermont
UNCHANGED74074000%$32.8K$32.9K+$672026-10-21
Biltmore Family Office, LLC
UNCHANGED62962900%$27.9K$28.0K+$572026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED52652600%$23.3K$23.4K+$472026-10-28
Winch Advisory Services, LLC
INCREASED478477+1+0%$21.1K$21.2K+$882026-11-06
Capital Investment Advisory Services, LLC
DECREASED296308-12-4%$13.7K$13.2K-$4982026-10-30
Pacific Center for Financial Services
UNCHANGED24624600%$10.9K$10.9K+$222026-10-15
Nemes Rush Group LLC
UNCHANGED22722700%$10.1K$10.1K+$422026-11-04
William Mack & Associates, Inc.
NEW157—+157——$7.0K—2026-10-27
Tower Trust & Investment Co
UNCHANGED15115100%$6.7K$6.7K+$132026-10-28
Rydar Equities, Inc.
NEW129—+129——$5.8K—2026-10-13
Financial Network Wealth Advisors LLC
NEW49—+49——$2.2K—2026-10-28
Tsfg, LLC
UNCHANGED313100%$1$1$02026-10-23
Integrity Advisory Solutions, LLC
CLOSED03,311,006-3,311,006-100%$146.9M$0-$146.9M2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED02,739,886-2,739,886-100%$121.5M$0-$121.5M2026-10-14
Integrity Alliance, Llc.
CLOSED02,459,442-2,459,442-100%$109.1M$0-$109.1M2026-10-29
Monument Group Wealth Advisors, LLC
CLOSED02,159,082-2,159,082-100%$95.8M$0-$95.8M2026-10-21
Porter White Investment Advisors, Inc.
CLOSED02,100,973-2,100,973-100%$93.2M$0-$93.2M2026-10-14
HB Wealth Management, LLC
CLOSED01,821,322-1,821,322-100%$80.8M$0-$80.8M2026-10-23
Creative Capital Management Investments LLC
CLOSED01,759,594-1,759,594-100%$78.1M$0-$78.1M2026-10-28
Wealthcare Advisory Partners LLC
CLOSED0925,525-925,525-100%$41.1M$0-$41.1M2026-10-21
Fiduciary Financial Group, LLC
CLOSED0896,427-896,427-100%$39.8M$0-$39.8M2026-10-13
B&D White Capital Company, LLC
CLOSED0839,446-839,446-100%$37.2M$0-$37.2M2026-11-02
Scratch Capital LLC
CLOSED0783,242-783,242-100%$34.7M$0-$34.7M2026-11-02
AA Financial Advisors, LLC
CLOSED0729,792-729,792-100%$32.4M$0-$32.4M2026-10-19
Vestia Personal Wealth Advisors
CLOSED0722,749-722,749-100%$26.1M$0-$26.1M2026-10-20
Retirement Solution LLC
CLOSED0691,691-691,691-100%$30.7M$0-$30.7M2026-10-27
Signature Resources Capital Management, LLC
CLOSED0615,188-615,188-100%$27.3M$0-$27.3M2026-10-16
EverSource Wealth Advisors, LLC
CLOSED0580,195-580,195-100%$25.7M$0-$25.7M2026-11-04
Hutchens & Kramer Investment Management Group, LLC
CLOSED0530,816-530,816-100%$23.5M$0-$23.5M2026-10-16
Root Financial Partners, LLC
CLOSED0396,464-396,464-100%$17.6M$0-$17.6M2026-10-21
Concurrent Investment Advisors, LLC
CLOSED0371,019-371,019-100%$16.5M$0-$16.5M2026-10-16
Choreo, LLC
CLOSED0330,369-330,369-100%$14.7M$0-$14.7M2026-10-28
Aspiriant, LLC
CLOSED0320,192-320,192-100%$14.2M$0-$14.2M2026-10-16
Bdfs Capital LLC
CLOSED0267,655-267,655-100%$11.9M$0-$11.9M2026-10-14
Waterfront Wealth Inc.
CLOSED0258,449-258,449-100%$11.5M$0-$11.5M2026-11-03
Freedom Financial Partners LLC
CLOSED0213,839-213,839-100%$9.5M$0-$9.5M2026-10-19
Canvas Wealth Advisors, LLC
CLOSED0181,125-181,125-100%$8.0M$0-$8.0M2026-11-02
Archford Capital Strategies, LLC
CLOSED0180,859-180,859-100%$8.0M$0-$8.0M2026-10-19
Nicholas Hoffman & Company, Llc.
CLOSED0178,818-178,818-100%$7.9M$0-$7.9M2026-10-30
First Financial Group Corp
CLOSED0168,239-168,239-100%$7.5M$0-$7.5M2026-10-22
Tennessee Valley Asset Management Partners
CLOSED0165,445-165,445-100%$7.3M$0-$7.3M2026-11-03
Prospera Financial Services Inc
CLOSED0158,872-158,872-100%$7.0M$0-$7.0M2026-11-04
Sowell Financial Services LLC
CLOSED0153,627-153,627-100%$6.8M$0-$6.8M2026-10-23
Great Lakes Retirement, Inc.
CLOSED0145,663-145,663-100%$6.5M$0-$6.5M2026-10-26
Accurate Wealth Management, LLC
CLOSED0122,184-122,184-100%$5.5M$0-$5.5M2026-10-20
Amicus Financial Advisors, LLC
CLOSED0120,366-120,366-100%$5.3M$0-$5.3M2026-11-03
AlphaCore Capital LLC
CLOSED0107,410-107,410-100%$4.8M$0-$4.8M2026-11-04
Global Financial Private Client, LLC
CLOSED0105,652-105,652-100%$4.7M$0-$4.7M2026-10-15
Retirement Planning Group, LLC
CLOSED0100,702-100,702-100%$4.5M$0-$4.5M2026-10-19
Altar Rock LLC
CLOSED089,044-89,044-100%$4.0M$0-$4.0M2026-11-06
WestHill Financial Advisors, Inc.
CLOSED086,551-86,551-100%$3.8M$0-$3.8M2026-10-14
Financial Insights, Inc.
CLOSED072,907-72,907-100%$3.2M$0-$3.2M2026-10-27
Liberty Capital Management, Inc.
CLOSED072,322-72,322-100%$3.2M$0-$3.2M2026-11-02
Americana Partners, LLC
CLOSED069,781-69,781-100%$3.1M$0-$3.1M2026-10-28
Torren Management, LLC
CLOSED068,389-68,389-100%$3.0M$0-$3.0M2026-10-29
Level Four Advisory Services, LLC
CLOSED067,609-67,609-100%$3.0M$0-$3.0M2026-11-06
Ares Financial Consulting, LLC
CLOSED066,568-66,568-100%$3.0M$0-$3.0M2026-10-19
Citizens Financial Group Inc
CLOSED064,556-64,556-100%$2.9M$0-$2.9M2026-10-23
Strategic Blueprint, LLC
CLOSED047,898-47,898-100%$2.1M$0-$2.1M2026-10-22
Confluence Wealth Services, Inc.
CLOSED046,083-46,083-100%$2.0M$0-$2.0M2026-11-05
Align Financial, LLC
CLOSED045,580-45,580-100%$2.0M$0-$2.0M2026-10-16
Parallel Advisors, LLC
CLOSED043,655-43,655-100%$1.9M$0-$1.9M2026-11-03
West Wealth Group, LLC
CLOSED043,618-43,618-100%$1.9M$0-$1.9M2026-10-14
Washington Trust Advisors, Inc.
CLOSED038,906-38,906-100%$1.7M$0-$1.7M2026-10-22
Wilkerson Advisory Group LLC
CLOSED036,225-36,225-100%$1.6M$0-$1.6M2026-10-20
Rise Advisors, LLC
CLOSED032,988-32,988-100%$1.5M$0-$1.5M2026-10-16
Almanack Investment Partners, Llc.
CLOSED032,346-32,346-100%$1.4M$0-$1.4M2026-11-03
MGO One Seven LLC
CLOSED026,866-26,866-100%$1.2M$0-$1.2M2026-10-28
Gradient Capital Advisors, LLC
CLOSED026,013-26,013-100%$1.2M$0-$1.2M2026-10-21
Aspire Private Capital, LLC
CLOSED025,635-25,635-100%$1.1M$0-$1.1M2026-11-05
S. R. Schill & Associates
CLOSED024,066-24,066-100%$1.1M$0-$1.1M2026-10-20
Certuity, LLC
CLOSED021,994-21,994-100%$975.7K$0-$975.7K2026-11-02
Partners in Financial Planning
CLOSED020,741-20,741-100%$920.1K$0-$920.1K2026-11-06
Boston Trust Walden Corp
CLOSED019,164-19,164-100%$850.1K$0-$850.1K2026-10-30
Patriot Financial Group Insurance Agency, LLC
CLOSED018,012-18,012-100%$799.0K$0-$799.0K2026-10-14
Stage Harbor Financial, LLC
CLOSED017,358-17,358-100%$770.0K$0-$770.0K2026-11-03
Evolution Advisers, Inc.
CLOSED016,680-16,680-100%$739.0K$0-$739.0K2026-11-06
Rebalance, LLC
CLOSED015,600-15,600-100%$692.0K$0-$692.0K2026-10-22
Johnson Financial Group, LLC
CLOSED014,878-14,878-100%$660.0K$0-$660.0K2026-11-03
North Capital, Inc.
CLOSED014,629-14,629-100%$648.9K$0-$648.9K2026-10-16
Rockingstone Advisors LLC
CLOSED014,471-14,471-100%$641.9K$0-$641.9K2026-10-16
Barry Investment Advisors, LLC
CLOSED014,413-14,413-100%$639.4K$0-$639.4K2026-10-14
Visionary Horizons, LLC
CLOSED013,945-13,945-100%$618.6K$0-$618.6K2026-10-22
Pinnacle Associates LTD
CLOSED013,936-13,936-100%$618.2K$0-$618.2K2026-10-20
Sound Income Strategies, LLC
CLOSED013,739-13,739-100%$609.5K$0-$609.5K2026-10-09
Certified Advisory Corp
CLOSED013,541-13,541-100%$600.7K$0-$600.7K2026-10-29
Mraz, Amerine & Associates, Inc.
CLOSED012,804-12,804-100%$568.0K$0-$568.0K2026-10-30
Robinswood Financial LLC
CLOSED012,010-12,010-100%$532.8K$0-$532.8K2026-10-20
Vista Finance, LLC
CLOSED011,992-11,992-100%$532.0K$0-$532.0K2026-10-23
Capital Investment Advisors, LLC
CLOSED011,409-11,409-100%$506.1K$0-$506.1K2026-10-22
Galvin, Gaustad & Stein, LLC
CLOSED011,314-11,314-100%$501.9K$0-$501.9K2026-10-08
Carnegie Investment Counsel
CLOSED010,511-10,511-100%$466.3K$0-$466.3K2026-10-20
Nadler Financial Group, Inc.
CLOSED010,111-10,111-100%$448.5K$0-$448.5K2026-10-23
Arbor Investment Advisors, LLC
CLOSED09,832-9,832-100%$436.1K$0-$436.1K2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
CLOSED08,031-8,031-100%$356.3K$0-$356.3K2026-10-23
Blue Fin Capital, Inc.
CLOSED08,014-8,014-100%$355.5K$0-$355.5K2026-10-28
Natural Investments, LLC
CLOSED08,004-8,004-100%$355.0K$0-$355.0K2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED07,810-7,810-100%$346.4K$0-$346.4K2026-11-04
Financial Management Network Inc
CLOSED07,700-7,700-100%$340.3K$0-$340.3K2026-10-09
McBroom & Associates, LLC
CLOSED07,250-7,250-100%$321.6K$0-$321.6K2026-10-29
Chicago Capital, LLC
CLOSED07,167-7,167-100%$317.9K$0-$317.9K2026-10-13
Lodestone Wealth Management LLC
CLOSED06,705-6,705-100%$297.4K$0-$297.4K2026-10-14
Lynx Investment Advisory
CLOSED06,487-6,487-100%$287.8K$0-$287.8K2026-10-27
Global Trust Asset Management, LLC
CLOSED06,348-6,348-100%$281.6K$0-$281.6K2026-10-19
Thayer Financial, L.L.C.
CLOSED06,288-6,288-100%$279.0K$0-$279.0K2026-10-21
SmartHarvest Portfolios, LLC
CLOSED06,089-6,089-100%$270.1K$0-$270.1K2026-10-26
Ryan Investment Management, Inc.
CLOSED06,009-6,009-100%$266.6K$0-$266.6K2026-10-20
Wealthcare Capital Management LLC
CLOSED05,891-5,891-100%$261.3K$0-$261.3K2026-10-21
Smallwood Wealth Investment Management, LLC
CLOSED05,727-5,727-100%$254.1K$0-$254.1K2026-10-30
Klaas Financial Asset Advisors, LLC
CLOSED05,711-5,711-100%$253.3K$0-$253.3K2026-10-19
Trilogy Capital Inc.
CLOSED05,516-5,516-100%$244.7K$0-$244.7K2026-10-20
Bokf, NA
CLOSED03,728-3,728-100%$165.4K$0-$165.4K2026-10-27
Hughes Financial Services, LLC
CLOSED03,425-3,425-100%$151.9K$0-$151.9K2026-10-30
Fortitude Family Office, LLC
CLOSED03,333-3,333-100%$147.9K$0-$147.9K2026-10-14
Gables Capital Management Inc.
CLOSED03,000-3,000-100%$133.1K$0-$133.1K2026-11-04
Bullock Wealth Management Group
CLOSED02,764-2,764-100%$122.4K$0-$122.4K2026-10-09
Harbor Investment Advisory, LLC
CLOSED02,644-2,644-100%$117.3K$0-$117.3K2026-10-13
Turn8 Private Wealth Inc.
CLOSED02,322-2,322-100%$103.0K$0-$103.0K2026-11-05
1620 Investment Advisors, Inc.
CLOSED01,425-1,425-100%$63.2K$0-$63.2K2026-11-04
Go Invest LLC
CLOSED01,407-1,407-100%$62.4K$0-$62.4K2026-10-09
Hurley Capital, LLC
CLOSED01,271-1,271-100%$56.4K$0-$56.4K2026-11-05
CGC Financial Services, LLC
CLOSED01,070-1,070-100%$47.5K$0-$47.5K2026-10-13
West Paces Advisors Inc.
CLOSED01,025-1,025-100%$45.5K$0-$45.5K2026-10-13
Creative Financial Designs Inc
CLOSED01,018-1,018-100%$45.2K$0-$45.2K2026-11-04
Bare Financial Services, Inc
CLOSED01,007-1,007-100%$44.7K$0-$44.7K2026-11-04
Evensky & Katz LLC
CLOSED0656-656-100%$29.0K$0-$29.0K2026-10-27
Evolution Wealth Management Inc.
CLOSED0334-334-100%$14.8K$0-$14.8K2026-10-28
Archer Investment Corp
CLOSED0308-308-100%$13.7K$0-$13.7K2026-11-05
Key Capital Management, Inc
CLOSED0131-131-100%$5.8K$0-$5.8K2026-11-03
Kingdom Financial Group Llc.
CLOSED066-66-100%$2.9K$0-$2.9K2026-11-04
Horizon Financial Services, LLC
CLOSED000—$0$0$02026-11-04
Mercer Global Advisors Inc
N/A—73,219,086-73,219,086-100%$3.2B———
Focus Partners Wealth
N/A—42,128,827-42,128,827-100%$1.9B———
Focus Partners Advisor Solutions, LLC
N/A—17,607,276-17,607,276-100%$781.1M———
Envestnet Asset Management Inc
N/A—13,812,388-13,812,388-100%$612.7M———
Geometric Wealth Advisors
N/A—9,054,523-9,054,523-100%$401.7M———
Wealthspire Advisors, LLC
N/A—7,548,752-7,548,752-100%$334.9M———
Monograph Wealth Advisors, LLC
N/A—7,065,425-7,065,425-100%$313.4M———
Bank of America Corp
N/A—5,948,676-5,948,676-100%$263.9M———
Beacon Pointe Advisors, LLC
N/A—5,886,102-5,886,102-100%$261.1M———
TFO Wealth Partners, LLC
N/A—5,711,324-5,711,324-100%$253.4M———
Capstone Financial Advisors, Inc.
N/A—5,543,948-5,543,948-100%$245.9M———
Raymond James Financial Inc
N/A—5,381,782-5,381,782-100%$238.7M———
HighTower Advisors, LLC
N/A—5,249,890-5,249,890-100%$232.9M———
Vestmark Advisory Solutions, Inc.
N/A—5,042,328-5,042,328-100%$223.7M———
Jackson Thornton Wealth Management, LLC
N/A—4,929,596-4,929,596-100%$218.7M———
GeoWealth Management, LLC
N/A—4,893,413-4,893,413-100%$217.1M———
Baird Financial Group, Inc.
N/A—4,466,378-4,466,378-100%$198.1M———
Cerity Partners LLC
N/A—4,429,007-4,429,007-100%$196.5M———
Osaic Holdings, Inc.
N/A—4,319,715-4,319,715-100%$191.6M———
Stratos Investment Management, LLC
N/A—4,248,964-4,248,964-100%$188.5M———
OneDigital Investment Advisors LLC
N/A—4,246,503-4,246,503-100%$188.4M———
Pure Financial Advisors, LLC
N/A—4,103,209-4,103,209-100%$182.0M———
Rockbridge Investment Management, LCC
N/A—3,841,280-3,841,280-100%$170.4M———
Cardiff Park Advisors, LLC
N/A—3,762,389-3,762,389-100%$166.9M———
Financial Plan, Inc.
N/A—3,704,312-3,704,312-100%$164.3M———
Betterment LLC
N/A—3,524,619-3,524,619-100%$156.4M———
von Borstel & Associates, Inc.
N/A—3,511,436-3,511,436-100%$155.8M———
Mariner, LLC
N/A—3,300,037-3,300,037-100%$146.4M———
Financial Engines Advisors L.L.C.
N/A—3,264,547-3,264,547-100%$144.8M———
Zhang Financial LLC
N/A—3,238,499-3,238,499-100%$143.7M———
Integrated Wealth Concepts LLC
N/A—3,163,278-3,163,278-100%$140.3M———
Royal Bank of Canada
N/A—3,088,455-3,088,455-100%$137.0M———
Private Advisor Group, LLC
N/A—3,018,667-3,018,667-100%$133.9M———
AQR Capital Management LLC
N/A—2,984,095-2,984,095-100%$132.4M———
Eaton-Cambridge Inc.
N/A—2,605,730-2,605,730-100%$115.6M———
HFM Investment Advisors, LLC
N/A—2,582,339-2,582,339-100%$114.6M———
KEB Asset Management, LLC
N/A—2,393,443-2,393,443-100%$106.2M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,367,747-2,367,747-100%$105.0M———
Meridian Wealth Partners, LLC
N/A—2,351,350-2,351,350-100%$104.3M———
LRI Investments, LLC
N/A—2,298,403-2,298,403-100%$102.0M———
Ruedi Wealth Management, Inc.
N/A—2,293,774-2,293,774-100%$101.8M———
NewEdge Advisors, LLC
N/A—2,291,061-2,291,061-100%$101.6M———
JPMorgan Chase & Co
N/A—2,045,963-2,045,963-100%$90.3M———
Vance Wealth, LLC
N/A—2,006,543-2,006,543-100%$89.0M———
Safeguard Investment Advisory Group, LLC
N/A—1,926,531-1,926,531-100%$85.5M———
Cetera Investment Advisers
N/A—1,883,919-1,883,919-100%$83.6M———
Grand Wealth Management, LLC
N/A—1,873,218-1,873,218-100%$83.1M———
Planning Center, Inc.
N/A—1,868,514-1,868,514-100%$82.9M———
WNY Asset Management, LLC
N/A—1,867,759-1,867,759-100%$82.9M———
Chico Wealth RIA
N/A—1,806,421-1,806,421-100%$80.1M———
Claris Advisors, LLC / MO /
N/A—1,699,992-1,699,992-100%$75.4M———
UBS Group AG
N/A—1,696,703-1,696,703-100%$75.3M———
WorthPointe, LLC
N/A—1,695,187-1,695,187-100%$75.2M———
Glassman Wealth Services
N/A—1,631,862-1,631,862-100%$72.4M———
Foundations Investment Advisors, LLC
N/A—1,592,347-1,592,347-100%$70.6M———
Smartleaf Asset Management LLC
N/A—1,586,685-1,586,685-100%$70.0M———
Aspen Capital Management, LLC
N/A—1,577,217-1,577,217-100%$70.0M———
Strathmore Capital Advisors, Inc.
N/A—1,524,918-1,524,918-100%$67.8M———
Applied Capital LLC
N/A—1,403,337-1,403,337-100%$62.3M———
Orion Porfolio Solutions, LLC
N/A—1,359,733-1,359,733-100%$60.3M———
EP Wealth Advisors, LLC
N/A—1,353,841-1,353,841-100%$60.1M———
Passive Capital Management, Llc.
N/A—1,348,728-1,348,728-100%$53.4M———
Quantinno Capital Management LP
N/A—1,297,981-1,297,981-100%$57.6M———
Demming Financial Services Corp
N/A—1,263,422-1,263,422-100%$56.0M———
Johnson Wealth Management, LLC
N/A—1,161,153-1,161,153-100%$51.5M———
FMB Wealth Management
N/A—1,152,783-1,152,783-100%$51.1M———
Cahill Financial Advisors Inc
N/A—1,147,238-1,147,238-100%$50.9M———
Rather & Kittrell, Inc.
N/A—1,123,395-1,123,395-100%$49.8M———
Two Sigma Investments, LP
N/A—1,106,500-1,106,500-100%$49.1M———
UBS Asset Management Americas LLC
N/A—1,100,207-1,100,207-100%$48.8M———
Platform Wealth Management, LLC
N/A—1,095,516-1,095,516-100%$48.6M———
Equitable Holdings, Inc.
N/A—1,085,010-1,085,010-100%$48.1M———
Savvy Advisors, Inc.
N/A—1,069,808-1,069,808-100%$47.5M———
MML Investors Services, LLC
N/A—1,054,413-1,054,413-100%$46.8M———
Capstone Wealth Management, Inc.
N/A—1,040,325-1,040,325-100%$46.2M———
Vantage Point Financial LLC
N/A—1,035,049-1,035,049-100%$45.9M———
Pandowealth. LLC
N/A—1,021,485-1,021,485-100%$45.3M———
IFG Advisory, LLC
N/A—991,731-991,731-100%$44.0M———
Cloud Capital Management, LLC
N/A—962,620-962,620-100%$42.7M———
Arcadia Wealth Management, Inc.
N/A—947,460-947,460-100%$42.0M———
Raffa Wealth Management, LLC
N/A—894,699-894,699-100%$39.7M———
Dopkins Wealth Management, LLC
N/A—885,725-885,725-100%$39.3M———
HTG Investment Advisors, Inc.
N/A—871,463-871,463-100%$38.7M———
TRB Wealth Management, LLC
N/A—846,296-846,296-100%$37.5M———
Financial Alternatives, Inc
N/A—834,859-834,859-100%$37.0M———
Captrust Financial Advisors
N/A—815,457-815,457-100%$36.2M———
Liberty Wealth Management LLC
N/A—806,981-806,981-100%$31.4M———
Parkwoods Wealth Partners, LLC
N/A—800,965-800,965-100%$35.5M———
Bridge Generations Wealth Management LLC
N/A—772,256-772,256-100%$34.3M———
Generations Wealth, LLC
N/A—719,635-719,635-100%$31.9M———
Longview Financial Advisors LLC
N/A—704,896-704,896-100%$31.3M———
Northwestern Mutual Wealth Management Co
N/A—667,142-667,142-100%$29.6M———
Geneos Wealth Management Inc.
N/A—654,252-654,252-100%$29.0M———
Wealth Management Strategies, Inc.
N/A—647,044-647,044-100%$28.7M———
Rehmann Capital Advisory Group
N/A—630,644-630,644-100%$28.0M———
Investment Advisory Group, LLC
N/A—608,039-608,039-100%$27.0M———
N.E.W. Advisory Services LLC
N/A—600,995-600,995-100%$26.7M———
Optimus Capital Advisors, LLC
N/A—600,087-600,087-100%$26.6M———
Corus Family Wealth Advisors
N/A—579,098-579,098-100%$25.7M———
Daner Wealth Management, LLC
N/A—576,229-576,229-100%$26.6M———
Morgan Stanley
N/A—573,031-573,031-100%$25.4M———
Vistica Wealth Advisors, LLC
N/A—526,146-526,146-100%$23.3M———
Kilner Capital Advisors, LLC
N/A—515,346-515,346-100%$22.9M———
Trajan Wealth LLC
N/A—498,834-498,834-100%$22.1M———
Stifel Financial Corp
N/A—497,340-497,340-100%$22.1M———
PW Advisors, LLC \ FL
N/A—478,235-478,235-100%$21.2M———
CVA Family Office, LLC
N/A—472,847-472,847-100%$21.0M———
FMR LLC
N/A—470,062-470,062-100%$20.9M———
Hill Investment Group Partners, LLC
N/A—460,465-460,465-100%$20.4M———
TRU Independence Asset Management 2, LLC
N/A—455,590-455,590-100%$20.2M———
Wells Fargo & Company
N/A—449,368-449,368-100%$19.9M———
Rockefeller Capital Management L.P.
N/A—441,349-441,349-100%$19.6M———
Sequoia Financial Advisors, LLC
N/A—420,929-420,929-100%$18.7M———
Bessemer Group Inc
N/A—418,939-418,939-100%$18.6M———
Jane Street Group, LLC
N/A—400,000-400,000-100%$17.7M———
Moneta Group Investment Advisors LLC
N/A—397,467-397,467-100%$17.6M———
Arax Advisory Partners
N/A—394,802-394,802-100%$17.5M———
Great Valley Advisor Group, Inc.
N/A—390,139-390,139-100%$17.3M———
Summit Wealth Group, LLC
N/A—371,403-371,403-100%$16.5M———
Capital Group Private Client Services, Inc.
N/A—370,731-370,731-100%$16.4M———
Nwam LLC
N/A—367,649-367,649-100%$16.3M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—365,285-365,285-100%$16.2M———
Stratos Wealth Partners, Ltd.
N/A—352,103-352,103-100%$15.6M———
Fiduciary Financial Advisors
N/A—320,820-320,820-100%$14.2M———
Vigil Wealth Management, LLC
N/A—312,798-312,798-100%$13.9M———
BlackRock, Inc.
N/A—306,439-306,439-100%$13.6M———
Cedar Wealth Management, LLC
N/A—302,298-302,298-100%$13.4M———
McCartney Wealth Management LLC
N/A—300,110-300,110-100%$13.3M———
CreativeOne Wealth, LLC
N/A—292,250-292,250-100%$13.0M———
AssuredPartners Investment Advisors, LLC
N/A—289,397-289,397-100%$12.8M———
SEI Investments Co
N/A—282,580-282,580-100%$12.5M———
Mission Hills Financial Advisory, LLC
N/A—281,251-281,251-100%$12.5M———
Conquis Financial LLC
N/A—277,365-277,365-100%$12.3M———
SageView Advisory Group, LLC
N/A—269,949-269,949-100%$12.0M———
Red Wave Investments LLC
N/A—253,392-253,392-100%$11.2M———
Note Advisors, LLC
N/A—253,344-253,344-100%$11.2M———
MB Generational Wealth, LLC
N/A—252,167-252,167-100%$11.2M———
Professional Financial Solutions LLC
N/A—251,137-251,137-100%$11.1M———
Fort Point Capital Partners LLC
N/A—246,063-246,063-100%$10.9M———
Broadhurst Jeffrey B
N/A—230,443-230,443-100%$10.2M———
VSM Wealth Advisory, LLC
N/A—223,945-223,945-100%$9.9M———
MAI Capital Management
N/A—222,651-222,651-100%$9.9M———
Ballentine Partners, LLC
N/A—220,432-220,432-100%$9.8M———
Bridgewater Advisors Inc.
N/A—204,444-204,444-100%$9.2M———
Brown Advisory Inc
N/A—202,416-202,416-100%$9.0M———
Morris Financial Concepts, Inc.
N/A—199,485-199,485-100%$8.8M———
Jones Financial Companies Lllp
N/A—193,956-193,956-100%$8.5M———
Strategic Investment Solutions, Inc.
N/A—193,784-193,784-100%$8.6M———
Berger Financial Group, Inc
N/A—188,069-188,069-100%$8.3M———
AE Wealth Management LLC
N/A—181,326-181,326-100%$8.0M———
Global Retirement Partners, LLC
N/A—178,911-178,911-100%$7.9M———
Transcend Capital Advisors, LLC
N/A—177,677-177,677-100%$7.9M———
Inspire Advisors, LLC
N/A—177,566-177,566-100%$7.9M———
Hutchinson Capital Management
N/A—164,817-164,817-100%$7.3M———
IEQ Capital, LLC
N/A—162,195-162,195-100%$7.2M———
Qube Research & Technologies Ltd
N/A—152,495-152,495-100%$6.8M———
Integrity Wealth Solutions LLC
N/A—150,627-150,627-100%$6.7M———
Xcelsior Advisor Partners LLC
N/A—149,091-149,091-100%$6.6M———
Western Wealth Management, LLC
N/A—144,201-144,201-100%$6.4M———
Peapack Gladstone Financial Corp
N/A—142,960-142,960-100%$6.3M———
Beckerman Institutional, LLC
N/A—140,672-140,672-100%$6.2M———
Northern Trust Corp
N/A—138,448-138,448-100%$6.1M———
WPWealth LLP
N/A—137,866-137,866-100%$6.1M———
Nicolet Bankshares Inc
N/A—135,626-135,626-100%$6.0M———
Aptus Capital Advisors, LLC
N/A—134,260-134,260-100%$6.0M———
Tranquilli Financial Advisor LLC
N/A—131,766-131,766-100%$5.8M———
O'shaughnessy Asset Management, LLC
N/A—127,170-127,170-100%$5.6M———
Caerus Investment Advisors, LLC
N/A—126,041-126,041-100%$5.6M———
NorthRock Partners, LLC
N/A—124,735-124,735-100%$5.5M———
HighPoint Advisor Group LLC
N/A—124,557-124,557-100%$5.5M———
Nuveen, LLC
N/A—120,776-120,776-100%$5.4M———
Knightsbridge Asset Management, LLC
N/A—118,147-118,147-100%$5.2M———
Alpha Financial Advisors, LLC
N/A—118,008-118,008-100%$5.2M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—117,013-117,013-100%$5.2M———
Advisors Capital Management, LLC
N/A—116,457-116,457-100%$5.2M———
Steward Partners Investment Advisory, LLC
N/A—114,714-114,714-100%$5.1M———
Stratos Wealth Advisors, LLC
N/A—113,131-113,131-100%$5.0M———
Mutual Advisors, LLC
N/A—111,966-111,966-100%$5.0M———
Bernicke Wealth Management, Ltd.
N/A—109,734-109,734-100%$4.9M———
Vista Capital Partners, Inc.
N/A—109,727-109,727-100%$4.9M———
Cresset Asset Management, LLC
N/A—108,094-108,094-100%$4.8M———
Everest Private Wealth
N/A—108,049-108,049-100%$4.8M———
Curio Wealth, LLC
N/A—107,931-107,931-100%$4.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—106,698-106,698-100%$4.7M———
Aegis Wealth Management LLC
N/A—105,866-105,866-100%$4.7M———
Eaton Financial Holdings Company, LLC
N/A—104,168-104,168-100%$4.6M———
Integrated Wealthcare, LLC
N/A—99,593-99,593-100%$4.4M———
Cary Street Partners Financial LLC
N/A—98,258-98,258-100%$4.4M———
Freestone Capital Holdings, LLC
N/A—98,061-98,061-100%$4.3M———
Summit Financial, LLC
N/A—97,216-97,216-100%$4.3M———
Orion Capital Management LLC
N/A—94,423-94,423-100%$4.2M———
C M Bidwell & Associates LTD
N/A—94,128-94,128-100%$4.2M———
Allium Financial Advisors, LLC
N/A—92,057-92,057-100%$4.1M———
Wealthspan Partners, LLC
N/A—88,666-88,666-100%$3.9M———
Curi Capital, LLC
N/A—88,528-88,528-100%$3.9M———
Vanguard National Trust Co
N/A—86,724-86,724-100%$3.8M———
Caprock Group, LLC
N/A—78,132-78,132-100%$3.5M———
E-Wealth Partners, LLC
N/A—74,115-74,115-100%$3.3M———
L2 Asset Management, LLC
N/A—73,852-73,852-100%$3.3M———
RB Capital Management, LLC
N/A—72,205-72,205-100%$3.2M———
Natixis Advisors, LLC
N/A—71,989-71,989-100%$3.2M———
WealthCollab, LLC
N/A—71,464-71,464-100%$3.2M———
Pallas Capital Advisors LLC
N/A—70,503-70,503-100%$3.1M———
Sterling Wealth Advisors Inc
N/A—70,084-70,084-100%$3.1M———
Yarger Wealth Strategies, LLC
N/A—69,602-69,602-100%$3.1M———
Seaside Wealth Management, Inc.
N/A—67,393-67,393-100%$3.0M———
Seneschal Advisors, LLC
N/A—67,091-67,091-100%$3.0M———
Tandem Financial, LLC
N/A—65,535-65,535-100%$2.9M———
M&T Bank Corp
N/A—62,952-62,952-100%$2.8M———
NerdWallet Wealth Partners, LLC
N/A—62,617-62,617-100%$2.8M———
Kingsview Wealth Management, LLC
N/A—62,354-62,354-100%$2.8M———
Freedom Investment Management, Inc.
N/A—60,822-60,822-100%$2.7M———
Cascade Wealth Advisors, Inc
N/A—60,673-60,673-100%$2.8M———
Rialto Wealth Management, LLC
N/A—60,568-60,568-100%$2.7M———
Innovative Asset Advisors Group, LLC
N/A—59,430-59,430-100%$2.6M———
KM Capital Management Ltd.
N/A—57,686-57,686-100%$2.6M———
Landing Point Financial Group, LLC
N/A—55,744-55,744-100%$2.5M———
Arkadios Wealth Advisors
N/A—54,881-54,881-100%$2.4M———
Strategic Wealth Partners, Ltd.
N/A—54,535-54,535-100%$2.4M———
Sanctuary Advisors, LLC
N/A—53,493-53,493-100%$2.4M———
Keating Financial Advisory Services, Inc.
N/A—53,118-53,118-100%$2.4M———
WCG Wealth Advisors LLC
N/A—52,690-52,690-100%$2.3M———
American Financial Advisors, LLC
N/A—52,685-52,685-100%$2.3M———
Forefront Wealth Partners, LLC
N/A—52,388-52,388-100%$2.3M———
MJP Associates Inc
N/A—52,252-52,252-100%$2.3M———
Beaird Harris Wealth Management, LLC
N/A—51,832-51,832-100%$2.3M———
Capital Investment Management, Inc.
N/A—50,427-50,427-100%$2.2M———
Great OAK Capital Partners, LLC
N/A—49,051-49,051-100%$2.2M———
Storgate, LLC
N/A—47,540-47,540-100%$2.1M———
Axis Wealth Partners, LLC
N/A—46,967-46,967-100%$2.1M———
Renaissance Technologies LLC
N/A—46,600-46,600-100%$2.1M———
Wealthspire Retirement, LLC
N/A—46,106-46,106-100%$2.1M———
World Investment Advisors
N/A—46,048-46,048-100%$1.8M———
Tower Research Capital LLC (TRC)
N/A—45,318-45,318-100%$2.0M———
Johnson Investment Counsel Inc
N/A—44,130-44,130-100%$2.0M———
Roundview Capital LLC
N/A—42,515-42,515-100%$1.9M———
Mosaic Family Wealth Partners, LLC
N/A—41,804-41,804-100%$1.9M———
IMA Advisory Services, Inc.
N/A—40,225-40,225-100%$1.8M———
Trustmark Bank Trust Department
N/A—39,113-39,113-100%$1.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—39,085-39,085-100%$1.7M———
Mason Investment Advisory Services, Inc.
N/A—38,485-38,485-100%$1.7M———
Lifeworks Advisors, LLC
N/A—37,795-37,795-100%$1.7M———
Calton & Associates, Inc.
N/A—36,896-36,896-100%$1.6M———
Composition Wealth, LLC
N/A—36,548-36,548-100%$1.6M———
Magnolia Capital Advisors LLC
N/A—36,247-36,247-100%$1.9M———
Advyzon Investment Management, LLC
N/A—35,940-35,940-100%$1.6M———
Silver OAK Securities, Incorporated
N/A—35,349-35,349-100%$1.6M———
XTX Topco Ltd
N/A—35,222-35,222-100%$1.6M———
IF Advisors, LLC
N/A—34,487-34,487-100%$1.5M———
Brand Asset Management Group, Inc.
N/A—34,048-34,048-100%$1.5M———
Performance Wealth Partners, LLC
N/A—33,132-33,132-100%$1.5M———
Davis R M Inc
N/A—32,958-32,958-100%$1.5M———
Avise Financial Cooperative, Inc.
N/A—32,574-32,574-100%$1.4M———
Essex Financial Services, Inc.
N/A—32,367-32,367-100%$1.4M———
Lowe Brockenbrough & Co Inc
N/A—31,964-31,964-100%$1.4M———
Heritage Wealth Advisors
N/A—31,658-31,658-100%$1.4M———
Vanguard Personalized Indexing Management, LLC
N/A—31,611-31,611-100%$1.4M———
Coldstream Capital Management Inc
N/A—31,401-31,401-100%$1.4M———
Commerce Bank
N/A—30,845-30,845-100%$1.4M———
Wharton Business Group, LLC
N/A—30,402-30,402-100%$1.3M———
National Philanthropic Trust
N/A—30,170-30,170-100%$1.3M———
Highland Investment Advisors LLC
N/A—29,846-29,846-100%$1.3M———
Pathstone Holdings, LLC
N/A—29,724-29,724-100%$1.3M———
Advisory Services Network, LLC
N/A—29,582-29,582-100%$1.3M———
Hancock Whitney Corp
N/A—29,278-29,278-100%$1.3M———
Francis Financial, Inc.
N/A—28,692-28,692-100%$1.3M———
Hilltop Holdings Inc.
N/A—28,467-28,467-100%$1.3M———
Disciplined Investors, L.L.C.
N/A—28,388-28,388-100%$1.3M———
FFT Wealth Management LLC
N/A—27,708-27,708-100%$1.2M———
Harbour Investments, Inc.
N/A—27,274-27,274-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—26,715-26,715-100%$1.2M———
Resolute Wealth Advisor, Inc.
N/A—26,619-26,619-100%$1.0M———
a16z Perennial Management, L.P.
N/A—26,550-26,550-100%$1.2M———
Astra Wealth Partners LLC
N/A—26,442-26,442-100%$1.2M———
Fortis Advisors, LLC
N/A—26,354-26,354-100%$1.2M———
ST Germain D J Co Inc
N/A—25,704-25,704-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—25,052-25,052-100%$1.1M———
Blue Chip Partners, LLC
N/A—25,042-25,042-100%$1.1M———
Pinnacle Financial Partners, Inc.
N/A—24,838-24,838-100%$1.1M———
Sand Hill Global Advisors, LLC
N/A—24,744-24,744-100%$1.1M———
Keel Point, LLC
N/A—24,691-24,691-100%$1.1M———
Waverly Advisors, LLC
N/A—24,328-24,328-100%$1.1M———
National Bank of Canada
N/A—24,093-24,093-100%$1.1M———
Janney Montgomery Scott LLC
N/A—23,981-23,981-100%$1.1M———
CarsonAllaria Wealth Management, Ltd.
N/A—23,967-23,967-100%$1.1M———
Empire Financial Management Company, LLC
N/A—23,624-23,624-100%$1.0M———
Pitcairn Wealth Advisors LLC
N/A—22,715-22,715-100%$1.0M———
Kovack Advisors, Inc.
N/A—22,622-22,622-100%$1.0M———
Millstone Evans Group, LLC
N/A—22,510-22,510-100%$998.5K———
Eldridge Investment Advisors, Inc.
N/A—22,287-22,287-100%$988.7K———
Clark Capital Management Group, Inc.
N/A—22,162-22,162-100%$983.1K———
Kintra Wealth, LLC
N/A—22,108-22,108-100%$1.0M———
Trailhead Planners LLC
N/A—21,638-21,638-100%$959.9K———
Huntington National Bank
N/A—20,618-20,618-100%$914.6K———
Bleakley Financial Group, LLC
N/A—20,544-20,544-100%$911.3K———
Principal Securities, Inc.
N/A—20,372-20,372-100%$903.7K———
Vanguard Advisers Inc
N/A—19,972-19,972-100%$886.0K———
Mayport, LLC
N/A—19,945-19,945-100%$884.8K———
OneAscent Family Office, LLC
N/A—19,913-19,913-100%$883.3K———
Keystone Financial Services
N/A—19,745-19,745-100%$875.9K———
Ameriprise Financial Inc
N/A—19,537-19,537-100%$866.7K———
Belpointe Asset Management LLC
N/A—19,108-19,108-100%$847.6K———
Fortis Capital Advisors, LLC
N/A—19,108-19,108-100%$847.6K———
QRG Capital Management, Inc.
N/A—18,716-18,716-100%$830.2K———
Icon Wealth Advisors, LLC
N/A—18,672-18,672-100%$828.3K———
Northeast Planning Associates, Inc. / NH /
N/A—18,145-18,145-100%$793.3K———
Colonial Trust Co / SC
N/A—17,949-17,949-100%$796.2K———
Goldman Sachs Group Inc
N/A—17,402-17,402-100%$772.0K———
IHT Wealth Management, LLC
N/A—16,261-16,261-100%$721.3K———
NewEdge Wealth, LLC
N/A—16,201-16,201-100%$718.7K———
Destination Wealth Management
N/A—16,194-16,194-100%$718.4K———
Vantus Wealth LLC
N/A—16,179-16,179-100%$717.7K———
Moors & Cabot, Inc.
N/A—16,124-16,124-100%$715.2K———
Providence Capital Advisors, LLC
N/A—16,084-16,084-100%$713.5K———
Mpwm Advisory Solutions, LLC
N/A—16,072-16,072-100%$712.9K———
BFC Planning, Inc.
N/A—15,855-15,855-100%$703.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—15,855-15,855-100%$703.3K———
Threadgill Financial, LLC
N/A—15,705-15,705-100%$696.7K———
Hershey Financial Advisers, LLC
N/A—15,538-15,538-100%$689.3K———
Two Sigma Securities, LLC
N/A—15,459-15,459-100%$685.8K———
SCS Capital Management LLC
N/A—15,266-15,266-100%$677.2K———
Capital Advisors Inc
N/A—14,935-14,935-100%$662.5K———
Thompson David Blair
N/A—14,650-14,650-100%$649.9K———
Bluespring Wealth Management, LLC
N/A—14,551-14,551-100%$645.5K———
&partners
N/A—14,519-14,519-100%$644.1K———
Donaldson Capital Management, LLC
N/A—14,177-14,177-100%$628.9K———
Guardian Wealth Advisors, LLC / NC
N/A—14,155-14,155-100%$627.9K———
Topsail Wealth Management, LLC
N/A—14,002-14,002-100%$621.1K———
Bank of Montreal
N/A—13,873-13,873-100%$615.4K———
Valmark Advisers, Inc.
N/A—13,802-13,802-100%$612.3K———
Cary Street Partners Investment Advisory LLC
N/A—13,617-13,617-100%$604.0K———
Argent Trust Co
N/A—13,600-13,600-100%$603.3K———
GTS Financial, LLC
N/A—13,417-13,417-100%$480.9K———
Modern Wealth Management, LLC
N/A—13,389-13,389-100%$594.0K———
First Trust Advisors LP
N/A—12,985-12,985-100%$576.0K———
Delos Wealth Advisors, LLC
N/A—12,793-12,793-100%$567.5K———
Oak Wealth Advisors LLC
N/A—12,715-12,715-100%$564.0K———
Empower Advisory Group, LLC
N/A—12,697-12,697-100%$563.2K———
RWA Wealth Partners, LLC
N/A—12,500-12,500-100%$554.5K———
Cofg Advisors, LLC
N/A—12,072-12,072-100%$535.5K———
D. E. Shaw & Co., Inc.
N/A—11,818-11,818-100%$524.2K———
Precision Wealth Strategies, LLC
N/A—11,544-11,544-100%$512.1K———
FSA Advisors, Inc.
N/A—11,070-11,070-100%$491.0K———
BWM Planning, LLC
N/A—10,839-10,839-100%$480.8K———
Glen Eagle Advisors, LLC
N/A—10,778-10,778-100%$478.1K———
Regal Investment Advisors LLC
N/A—10,600-10,600-100%$470.2K———
Orcam Financial Group
N/A—10,518-10,518-100%$466.6K———
Hantz Financial Services, Inc.
N/A—10,509-10,509-100%$466.0K———
McLaughlin Asset Management, Inc.
N/A—10,454-10,454-100%$463.7K———
Oxbow Advisors, LLC
N/A—10,453-10,453-100%$463.7K———
ATLas Financial Planning LLC
N/A—10,376-10,376-100%$460.3K———
Ameritas Advisory Services, LLC
N/A—10,367-10,367-100%$459.9K———
Whittier Trust Co of Nevada Inc
N/A—10,303-10,303-100%$456.2K———
Calydon Capital
N/A—10,257-10,257-100%$455.0K———
Bartlett & Co. Wealth Management LLC
N/A—10,255-10,255-100%$454.9K———
Sanchez Levi Garrett
N/A—10,191-10,191-100%$452.1K———
Evercore Wealth Management, LLC
N/A—10,182-10,182-100%$451.7K———
Hanover Advisors Inc
N/A—10,114-10,114-100%$448.7K———
Envestnet Portfolio Solutions, Inc.
N/A—10,062-10,062-100%$446.4K———
BBR Partners, LLC
N/A—9,757-9,757-100%$432.8K———
Significant Wealth Partners LLC
N/A—9,730-9,730-100%$431.6K———
Wallace Advisory Group, LLC
N/A—9,729-9,729-100%$431.6K———
CNB Bank
N/A—9,630-9,630-100%$427.2K———
Stonebridge Financial Group, LLC
N/A—9,615-9,615-100%$426.0K———
Retirement Income Solutions, Inc
N/A—9,410-9,410-100%$365.7K———
Mayflower Financial Advisors, LLC
N/A—9,409-9,409-100%$417.4K———
Pine Valley Investments Ltd Liability Co
N/A—9,173-9,173-100%$406.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—8,990-8,990-100%$398.8K———
Kinetic Wealth Investment Advisors LLC
N/A—8,926-8,926-100%$396.0K———
Vident Advisory, LLC
N/A—8,908-8,908-100%$395.2K———
Atlantic Union Bankshares Corp
N/A—8,888-8,888-100%$394.3K———
Pgim Custom Harvest LLC
N/A—8,848-8,848-100%$392.5K———
Holistic Financial Partners
N/A—8,759-8,759-100%$388.6K———
Garrison Point Advisors, LLC
N/A—8,645-8,645-100%$383.5K———
River Wealth Advisors LLC
N/A—8,565-8,565-100%$380.0K———
Magnolia Private Wealth, LLC
N/A—8,296-8,296-100%$368.0K———
United Capital Financial Advisors, LLC
N/A—8,240-8,240-100%$365.7K———
Peak Retirement Planning, Inc.
N/A—8,228-8,228-100%$365.0K———
First National Advisers, LLC
N/A—8,158-8,158-100%$361.9K———
Tudor Investment Corp ET AL
N/A—8,005-8,005-100%$355.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,891-7,891-100%$350.0K———
Alliancebernstein L.P.
N/A—7,889-7,889-100%$306.6K———
Waddell & Associates, LLC
N/A—7,840-7,840-100%$347.8K———
Disciplined Investments, LLC
N/A—7,595-7,595-100%$336.9K———
Stansberry Asset Management, LLC
N/A—7,546-7,546-100%$334.7K———
Fielder Capital Group LLC
N/A—7,414-7,414-100%$328.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—7,299-7,299-100%$323.9K———
Haverford Trust Co
N/A—7,239-7,239-100%$321.1K———
Rothschild Investment LLC
N/A—7,229-7,229-100%$320.7K———
DiPaolo Financial Group, Inc.
N/A—7,196-7,196-100%$319.2K———
Empowered Funds, LLC
N/A—7,181-7,181-100%$318.5K———
Summit Wealth & Retirement Planning, Inc.
N/A—7,135-7,135-100%$316.5K———
First American Trust, FSB
N/A—7,126-7,126-100%$316.1K———
Retirement Capital Strategies
N/A—7,114-7,114-100%$315.6K———
Strategies Wealth Advisors, LLC
N/A—7,064-7,064-100%$313.4K———
Pasadena Private Wealth, LLC
N/A—7,055-7,055-100%$313.0K———
Pinnacle Family Advisors, LLC
N/A—6,871-6,871-100%$304.8K———
Annandale Capital, LLC
N/A—6,699-6,699-100%$297.0K———
Roble, Belko & Company, Inc
N/A—6,477-6,477-100%$287.0K———
First Foundation Advisors
N/A—6,430-6,430-100%$285.2K———
Gladstone Institutional Advisory LLC
N/A—6,422-6,422-100%$284.9K———
Catawba River Capital
N/A—6,366-6,366-100%$282.4K———
Vertex Planning Partners, LLC
N/A—6,205-6,205-100%$275.3K———
Elm Partners Management LLC
N/A—6,201-6,201-100%$275.1K———
Intentional Wealth Strategies, LLC
N/A—6,110-6,110-100%$271.0K———
Susquehanna International Group, LLP
N/A—6,102-6,102-100%$270.7K———
Bridges Investment Management Inc
N/A—6,000-6,000-100%$266.2K———
Sollinda Capital Management LLC
N/A—5,983-5,983-100%$265.4K———
Hills Bank & Trust Co
N/A—5,841-5,841-100%$259.1K———
Lakeridge Wealth Management LLC
N/A—5,818-5,818-100%$258.1K———
Petix & Botte Co
N/A—5,748-5,748-100%$255.0K———
Operose Advisors LLC
N/A—5,598-5,598-100%$248.3K———
Lathrop Investment Management Co
N/A—5,502-5,502-100%$244.0K———
Slagle Financial, LLC
N/A—5,492-5,492-100%$243.6K———
RiverFront Investment Group, LLC
N/A—5,446-5,446-100%$241.6K———
Gilbert & Cook, Inc.
N/A—5,325-5,325-100%$236.2K———
Elk River Wealth Management LLC
N/A—5,256-5,256-100%$233.2K———
Permanent Capital Management, LP
N/A—5,250-5,250-100%$232.9K———
PCM Encore, LLC
N/A—5,190-5,190-100%$230.2K———
Elgethun Capital Management
N/A—5,113-5,113-100%$226.8K———
Tencap Wealth Coaching, LLC
N/A—5,026-5,026-100%$223.0K———
Envision Financial Planning, LLC
N/A—4,983-4,983-100%$221.1K———
OneAscent Financial Services LLC
N/A—4,983-4,983-100%$221.0K———
Bouchey Financial Group, Ltd.
N/A—4,781-4,781-100%$212.1K———
Roehl & Yi Investment Advisors, LLC
N/A—4,617-4,617-100%$204.8K———
Panoramic Investment Advisors, LLC
N/A—4,601-4,601-100%$204.1K———
Continuum Advisory, LLC
N/A—4,481-4,481-100%$198.8K———
Glenmede Trust Co NA
N/A—4,380-4,380-100%$194.3K———
Nalls Sherbakoff Group, LLC
N/A—4,035-4,035-100%$179.0K———
Rowlandmiller & Partners.adv
N/A—3,879-3,879-100%$172.1K———
Investors Portfolio Services LLC
N/A—3,589-3,589-100%$159.2K———
Abound Financial, LLC
N/A—3,439-3,439-100%$152.6K———
CoreFirst Bank & Trust
N/A—3,380-3,380-100%$149.9K———
Brown Brothers Harriman & Co
N/A—3,000-3,000-100%$133.1K———
Wellington-Altus USA Inc.
N/A—2,600-2,600-100%$101.0K———
Capital Analysts, LLC
N/A—2,508-2,508-100%$111.0K———
NI Acquisitions Company, LLC
N/A—2,414-2,414-100%$107.1K———
Howe & Rusling Inc
N/A—1,907-1,907-100%$84.6K———
SHP Wealth Management
N/A—1,867-1,867-100%$82.8K———
Franklin Resources Inc
N/A—1,800-1,800-100%$79.8K———
Copia Wealth Management
N/A—1,737-1,737-100%$77.1K———
Oakmont Advisory Group, LLC
N/A—1,618-1,618-100%$71.8K———
Sittner & Nelson, LLC
N/A—1,497-1,497-100%$66.4K———
Ameriflex Group, Inc.
N/A—1,438-1,438-100%$63.8K———
Ancora Advisors LLCA
N/A—1,401-1,401-100%$62.1K———
Synergy Investment Management, LLC
N/A—993-993-100%$43.4K———
BankPlus Trust Department
N/A—836-836-100%$37.1K———
Cambient Family Office, LLC
N/A—728-728-100%$32.3K———
Top Private Wealth Llc.
N/A—666-666-100%$29.6K———
Medallion Wealth Advisors, LLC
N/A—471-471-100%$20.9K———
Parvin Asset Management, LLC
N/A—400-400-100%$17.7K———
Godfrey Financial Associates, Inc.
N/A—358-358-100%$15.9K———
Quent Capital, LLC
N/A—274-274-100%$12.2K———
Mcguire Capital Advisors Inc
N/A—274-274-100%$12.2K———
FAS Wealth Partners, Inc.
N/A—243-243-100%$10.8K———
Family Manage LLC
N/A—216-216-100%$9.6K———
Truvestments Capital LLC
N/A—27-27-100%$1.2K———
Manning & Napier Advisors LLC
N/A—24-24-100%$1.1K———
Bogart Wealth, LLC
N/A—8-8-100%$340———
Showing 1260 of 1260 institutions