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Dimensional International VA (DFIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
INCREASED
Shares17,816,709 from 17,201,811
Change+614,898 (+4%)
Value$995.2M (+$66.0M)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares12,178,720 from 10,548,529
Change+1,630,191 (+15%)
Value$680.3M (+$106.2M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares4,992,574 from 4,713,116
Change+279,458 (+6%)
Value$278.9M (+$24.3M)
Filed 2026-10-08
Plancorp, LLC
INCREASED
Shares3,901,262 from 3,765,351
Change+135,911 (+4%)
Value$219.8M (+$11.5M)
Filed 2026-11-03
Index Fund Advisors, Inc.
DECREASED
Shares3,574,574 from 3,590,153
Change-15,579 (0%)
Value$199.7M (+$5.7M)
Filed 2026-11-05
HighTower Advisors, LLC
INCREASED
Shares3,406,108 from 3,392,299
Change+13,809 (+0%)
Value$190.3M (+$7.0M)
Filed 2026-11-10
Creative Planning
INCREASED
Shares3,395,521 from 3,381,003
Change+14,518 (+0%)
Value$189.7M (+$7.0M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares2,951,917 from 2,748,495
Change+203,422 (+7%)
Value$164.9M (+$16.4M)
Filed 2026-11-06
Foster Group, Inc.
DECREASED
Shares2,891,254 from 2,937,971
Change-46,717 (-2%)
Value$161.5M (+$2.8M)
Filed 2026-10-13
Kestra Investment Management, LLC
INCREASED
Shares2,621,347 from 2,576,518
Change+44,829 (+2%)
Value$146.4M (+$7.2M)
Filed 2026-11-04
Modera Wealth Management, LLC
DECREASED
Shares2,286,759 from 2,306,071
Change-19,312 (-1%)
Value$127.7M (+$3.2M)
Filed 2026-10-28
Confluence Wealth Services, Inc.
INCREASED
Shares2,243,580 from 2,072,260
Change+171,320 (+8%)
Value$125.3M (+$13.4M)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares2,083,562 from 1,943,050
Change+140,512 (+7%)
Value$115.0M (+$7.7M)
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,849,166 from 1,835,877
Change+13,289 (+1%)
Value$103.3M (+$4.1M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,748,128 from 1,450,974
Change+297,154 (+20%)
Value$96.6M (+$16.2M)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
DECREASED
Shares1,723,500 from 1,786,134
Change-62,634 (-4%)
Value$96.3M (-$212.2K)
Filed 2026-10-30
Choreo, LLC
INCREASED
Shares1,495,638 from 1,477,472
Change+18,166 (+1%)
Value$83.5M (+$3.7M)
Filed 2026-10-28
Wealth Management Nebraska
INCREASED
Shares1,467,288 from 1,416,453
Change+50,835 (+4%)
Value$82.0M (+$5.4M)
Filed 2026-10-26
Evanson Financial, LLC
DECREASED
Shares1,404,680 from 1,430,696
Change-26,016 (-2%)
Value$78.5M (+$1.2M)
Filed 2026-10-23
Falcon Wealth Planning
INCREASED
Shares1,355,679 from 1,291,418
Change+64,261 (+5%)
Value$75.7M (+$6.0M)
Filed 2026-11-06
Root Financial Partners, LLC
INCREASED
Shares1,295,319 from 1,179,895
Change+115,424 (+10%)
Value$72.4M (+$8.6M)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares1,294,003 from 1,183,164
Change+110,839 (+9%)
Value$72.3M (+$8.4M)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares1,232,641 from 570,476
Change+662,165 (+116%)
Value$68.9M (+$38.0M)
Filed 2026-11-02
Dixon Fnancial Services, Inc.
DECREASED
Shares1,212,555 from 1,233,662
Change-21,107 (-2%)
Value$67.7M (+$1.1M)
Filed 2026-10-23
Earned Wealth Advisors, LLC
INCREASED
Shares1,176,270 from 1,163,317
Change+12,953 (+1%)
Value$65.7M (+$2.9M)
Filed 2026-11-06
SAX Wealth Advisors, LLC
INCREASED
Shares1,138,487 from 943,741
Change+194,746 (+21%)
Value$63.6M (+$13.8M)
Filed 2026-10-13
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares1,117,781 from 1,101,723
Change+16,058 (+1%)
Value$62.4M (+$2.9M)
Filed 2026-10-27
True Link Financial Advisors, LLC
DECREASED
Shares1,105,800 from 1,105,949
Change-149 (0%)
Value$61.8M (+$2.0M)
Filed 2026-10-27
Washington Trust Bank
DECREASED
Shares1,042,218 from 1,058,522
Change-16,304 (-2%)
Value$58.2M (+$1.0M)
Filed 2026-11-03
Maseco LLP
DECREASED
Shares989,589 from 1,003,214
Change-13,625 (-1%)
Value$55.3M (+$1.1M)
Filed 2026-10-27
Verus Financial Partners, Inc.
DECREASED
Shares853,987 from 860,998
Change-7,011 (-1%)
Value$47.7M (+$1.2M)
Filed 2026-10-29
Eclectic Associates Inc
INCREASED
Shares852,853 from 827,730
Change+25,123 (+3%)
Value$47.6M (+$2.9M)
Filed 2026-10-09
Landaas & Co
INCREASED
Shares822,636 from 756,140
Change+66,496 (+9%)
Value$46.0M (+$5.1M)
Filed 2026-10-29
Fiduciary Financial Group, LLC
INCREASED
Shares782,473 from 681,788
Change+100,685 (+15%)
Value$43.7M (+$6.9M)
Filed 2026-10-13
Wealth Architects, LLC
INCREASED
Shares730,133 from 707,134
Change+22,999 (+3%)
Value$40.8M (+$2.6M)
Filed 2026-11-03
Quent Capital, LLC
INCREASED
Shares725,989 from 658,997
Change+66,992 (+10%)
Value$40.7M (+$5.1M)
Filed 2026-11-09
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares704,178 from 703,455
Change+723 (+0%)
Value$39.3M (+$1.3M)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares702,097 from 668,302
Change+33,795 (+5%)
Value$39.2M (+$3.1M)
Filed 2026-10-30
Willow Creek Wealth Management Inc.
DECREASED
Shares688,219 from 693,499
Change-5,280 (-1%)
Value$38.4M (+$981.1K)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares674,200 from 674,823
Change-623 (0%)
Value$37.7M (+$1.2M)
Filed 2026-10-13
Hudock, Inc.
DECREASED
Shares669,412 from 673,584
Change-4,172 (-1%)
Value$37.4M (+$1.0M)
Filed 2026-10-14
Trinity Financial Advisors LLC
DECREASED
Shares666,684 from 668,402
Change-1,718 (0%)
Value$37.2M (+$1.1M)
Filed 2026-10-09
Three Arch Wealth Management LLC
DECREASED
Shares599,384 from 602,821
Change-3,437 (-1%)
Value$33.5M (+$917.2K)
Filed 2026-10-20
B&D White Capital Company, LLC
DECREASED
Shares587,074 from 587,103
Change-29 (0%)
Value$32.8M (+$1.1M)
Filed 2026-11-02
Sachem Hill LLC
INCREASED
Shares573,645 from 566,016
Change+7,629 (+1%)
Value$32.0M (+$1.5M)
Filed 2026-10-14
McMill Wealth Management
NEW
Shares548,912
Change+548,912
Value$30.7M
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares526,401 from 507,224
Change+19,177 (+4%)
Value$28.4M (+$1.0M)
Filed 2026-11-06
Acropolis Investment Management, LLC
DECREASED
Shares509,494 from 509,898
Change-404 (0%)
Value$28.5M (+$915.6K)
Filed 2026-10-08
Factor Wealth Management LTD
DECREASED
Shares488,379 from 500,179
Change-11,800 (-2%)
Value$27.3M (+$261.2K)
Filed 2026-10-08
M Holdings Securities, Inc.
INCREASED
Shares444,235 from 438,482
Change+5,753 (+1%)
Value$25.1M (+$1.4M)
Filed 2026-11-03
Bayshore Asset Management, LLC
DECREASED
Shares432,332 from 439,280
Change-6,948 (-2%)
Value$24.0M (+$238.5K)
Filed 2026-11-03
Wescott Financial Advisory Group, LLC
INCREASED
Shares426,526 from 418,590
Change+7,936 (+2%)
Value$23.8M (+$1.2M)
Filed 2026-11-09
Vestia Personal Wealth Advisors
INCREASED
Shares426,359 from 398,814
Change+27,545 (+7%)
Value$23.8M (+$2.3M)
Filed 2026-10-20
Disciplined Equity Management, Inc.
DECREASED
Shares410,896 from 413,227
Change-2,331 (-1%)
Value$23.0M (+$630.1K)
Filed 2026-10-14
Squire Investment Management Company, LLC
DECREASED
Shares407,519 from 412,587
Change-5,068 (-1%)
Value$22.8M (+$476.1K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares393,561 from 346,548
Change+47,013 (+14%)
Value$22.0M (+$3.3M)
Filed 2026-11-02
First Command Advisory Services, Inc.
DECREASED
Shares390,313 from 449,915
Change-59,602 (-13%)
Value$21.8M (-$2.5M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares383,926 from 401,959
Change-18,033 (-4%)
Value$21.4M (-$267.7K)
Filed 2026-11-02
Navigoe, LLC
DECREASED
Shares380,351 from 382,374
Change-2,023 (-1%)
Value$21.2M (+$591.0K)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED
Shares372,724 from 377,359
Change-4,635 (-1%)
Value$20.8M (+$435.4K)
Filed 2026-10-09
Forum Financial Management, LP
DECREASED
Shares369,340 from 372,555
Change-3,215 (-1%)
Value$20.6M (+$505.9K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
DECREASED
Shares358,242 from 360,811
Change-2,569 (-1%)
Value$20.0M (+$235.2K)
Filed 2026-10-19
Allen Wealth Management, LLC
INCREASED
Shares350,007 from 324,395
Change+25,612 (+8%)
Value$19.6M (+$2.0M)
Filed 2026-10-29
ShankerValleau Wealth Advisors, Inc.
DECREASED
Shares349,961 from 364,529
Change-14,568 (-4%)
Value$19.5M (-$143.0K)
Filed 2026-10-16
Cowa, LLC
DECREASED
Shares348,844 from 432,023
Change-83,179 (-19%)
Value$19.5M (-$3.9M)
Filed 2026-10-30
McLean Asset Management Corp
DECREASED
Shares348,112 from 353,172
Change-5,060 (-1%)
Value$19.6M (-$599.6K)
Filed 2026-11-06
Meritas Wealth Management, LLC
INCREASED
Shares346,777 from 345,878
Change+899 (+0%)
Value$19.4M (+$686.6K)
Filed 2026-10-14
BlueSky Wealth Advisors, LLC
INCREASED
Shares346,456 from 323,303
Change+23,153 (+7%)
Value$19.4M (+$1.9M)
Filed 2026-10-29
Valued Wealth Advisors LLC
INCREASED
Shares343,646 from 82,598
Change+261,048 (+316%)
Value$19.2M (+$14.7M)
Filed 2026-11-05
Shearwater Capital LLC
DECREASED
Shares341,011 from 342,478
Change-1,467 (0%)
Value$19.0M (+$548.2K)
Filed 2026-10-13
Prism Advisors, Inc.
DECREASED
Shares337,438 from 374,012
Change-36,574 (-10%)
Value$18.7M (-$1.6M)
Filed 2026-10-09
Apeiron RIA LLC
DECREASED
Shares327,127 from 327,900
Change-773 (0%)
Value$18.0M (+$314.8K)
Filed 2026-10-08
Sterling Financial Planning, Inc.
INCREASED
Shares311,045 from 310,296
Change+749 (+0%)
Value$17.4M (+$612.8K)
Filed 2026-10-28
EnRich Financial Partners LLC
DECREASED
Shares310,173 from 313,114
Change-2,941 (-1%)
Value$17.3M (+$411.9K)
Filed 2026-10-21
Fonville Wealth Management LLC
INCREASED
Shares304,397 from 303,321
Change+1,076 (+0%)
Value$17.0M (+$618.2K)
Filed 2026-10-28
Peirce Capital Management, LLC
DECREASED
Shares294,270 from 296,414
Change-2,144 (-1%)
Value$16.4M (+$425.7K)
Filed 2026-10-19
Embree Financial Group
DECREASED
Shares292,601 from 307,632
Change-15,031 (-5%)
Value$16.3M (-$273.6K)
Filed 2026-10-22
JDH Wealth Management, LLC
INCREASED
Shares289,356 from 287,818
Change+1,538 (+1%)
Value$16.2M (+$615.5K)
Filed 2026-10-20
Mraz, Amerine & Associates, Inc.
INCREASED
Shares275,284 from 274,258
Change+1,026 (+0%)
Value$15.4M (+$562.0K)
Filed 2026-10-30
Destiny Wealth Partners, LLC
INCREASED
Shares273,749 from 239,939
Change+33,810 (+14%)
Value$15.4M (+$1.7M)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
INCREASED
Shares265,622 from 254,738
Change+10,884 (+4%)
Value$14.8M (+$1.1M)
Filed 2026-10-29
Capstone Wealth Management, LLC
DECREASED
Shares257,705 from 261,831
Change-4,126 (-2%)
Value$14.4M (+$251.3K)
Filed 2026-11-02
Lauterbach Financial Advisors, LLC
DECREASED
Shares257,239 from 259,530
Change-2,291 (-1%)
Value$14.4M (+$349.5K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
INCREASED
Shares256,280 from 247,434
Change+8,846 (+4%)
Value$14.3M (+$949.4K)
Filed 2026-10-21
Trademark Financial Management, LLC
INCREASED
Shares251,102 from 237,066
Change+14,036 (+6%)
Value$14.0M (+$1.2M)
Filed 2026-10-23
Werba Rubin Papier Wealth Management
INCREASED
Shares251,006 from 249,131
Change+1,875 (+1%)
Value$14.0M (+$563.2K)
Filed 2026-11-06
Guardian Wealth Management, LLC
DECREASED
Shares249,465 from 256,328
Change-6,863 (-3%)
Value$13.9M (+$88.3K)
Filed 2026-10-14
Robinswood Financial LLC
DECREASED
Shares245,281 from 254,698
Change-9,417 (-4%)
Value$13.7M (-$25.5K)
Filed 2026-10-20
SeedSafe Financial LLC
INCREASED
Shares245,018 from 231,864
Change+13,154 (+6%)
Value$13.7M (+$1.2M)
Filed 2026-11-02
Monograph Wealth Advisors, LLC
INCREASED
Shares241,241 from 241,227
Change+14 (+0%)
Value$13.5M (+$444.7K)
Filed 2026-11-09
Cardiff Park Advisors, LLC
INCREASED
Shares239,494 from 231,483
Change+8,011 (+3%)
Value$13.4M (+$873.4K)
Filed 2026-11-09
Able Financial Group, LLC
INCREASED
Shares233,674 from 220,204
Change+13,470 (+6%)
Value$13.1M (+$1.2M)
Filed 2026-10-14
Valmark Advisers, Inc.
INCREASED
Shares230,506 from 207,176
Change+23,330 (+11%)
Value$12.9M (+$1.7M)
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
DECREASED
Shares229,387 from 234,686
Change-5,299 (-2%)
Value$12.8M (+$135.8K)
Filed 2026-10-16
Maryland Capital Advisors Inc.
INCREASED
Shares228,670 from 226,507
Change+2,163 (+1%)
Value$12.8M (+$537.6K)
Filed 2026-10-15
Mattern Wealth Management LLC
INCREASED
Shares218,626 from 216,224
Change+2,402 (+1%)
Value$12.2M (+$532.0K)
Filed 2026-11-04
Financial Futures Ltd Liability Co.
INCREASED
Shares217,167 from 210,600
Change+6,567 (+3%)
Value$12.1M (+$754.4K)
Filed 2026-10-13
Tillman Hartley LLC
INCREASED
Shares215,627 from 215,049
Change+578 (+0%)
Value$12.0M (+$428.0K)
Filed 2026-11-06
Northwest Wealth Management, LLC
DECREASED
Shares214,857 from 216,493
Change-1,636 (-1%)
Value$12.0M (+$307.0K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares214,639 from 206,170
Change+8,469 (+4%)
Value$12.0M (+$852.4K)
Filed 2026-11-09
Reap Financial Group, LLC
INCREASED
Shares213,236 from 201,738
Change+11,498 (+6%)
Value$11.9M (+$1.0M)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares211,795 from 331,096
Change-119,301 (-36%)
Value$11.8M (-$6.1M)
Filed 2026-11-06
Stone Summit Wealth LLC
INCREASED
Shares206,153 from 200,201
Change+5,952 (+3%)
Value$11.5M (+$700.9K)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares203,082 from 200,723
Change+2,359 (+1%)
Value$11.2K (-$10.8M)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares201,549 from 208,768
Change-7,219 (-3%)
Value$11.3M (-$19.2K)
Filed 2026-10-15
Austin Asset Management Co Inc
DECREASED
Shares200,872 from 203,381
Change-2,509 (-1%)
Value$11.2M (+$234.1K)
Filed 2026-10-29
Andrews, Lucia Wealth Management LLC
DECREASED
Shares199,170 from 206,876
Change-7,706 (-4%)
Value$11.1M (-$49.8K)
Filed 2026-11-02
Baker Boyer National Bank
DECREASED
Shares197,181 from 202,584
Change-5,403 (-3%)
Value$11.0M (+$70.9K)
Filed 2026-11-05
Aspiriant, LLC
DECREASED
Shares197,001 from 197,598
Change-597 (0%)
Value$11.0M (+$330.2K)
Filed 2026-10-16
G2 Capital Management, LLC / OH
INCREASED
Shares192,908 from 189,485
Change+3,423 (+2%)
Value$10.8M (+$539.9K)
Filed 2026-10-23
Visionary Wealth Advisors
DECREASED
Shares191,522 from 253,952
Change-62,430 (-25%)
Value$10.7M (-$3.0M)
Filed 2026-11-04
Porter White Investment Advisors, Inc.
INCREASED
Shares189,604 from 94,770
Change+94,834 (+100%)
Value$10.6M (+$5.5M)
Filed 2026-10-14
Kings Path Partners LLC
DECREASED
Shares188,054 from 189,008
Change-954 (0%)
Value$10.5M (+$294.4K)
Filed 2026-10-21
Altiora Financial Group, LLC
UNCHANGED
Shares182,333 from 182,333
Change0 (0%)
Value$10.2M (+$335.5K)
Filed 2026-11-04
Tortoise Investment Management, LLC
INCREASED
Shares181,982 from 181,496
Change+486 (+0%)
Value$10.2M (+$361.1K)
Filed 2026-11-06
Oceanside Advisors LLC
INCREASED
Shares178,682 from 172,546
Change+6,136 (+4%)
Value$10.0M (+$660.2K)
Filed 2026-11-03
Laurel Wealth Planning LLC
INCREASED
Shares177,390 from 176,000
Change+1,390 (+1%)
Value$9.9M (+$401.5K)
Filed 2026-11-02
Maryland State Retirement & Pension System
NEW
Shares176,038
Change+176,038
Value$9.8M
Filed 2026-11-05
Phillips Financial Management, LLC
DECREASED
Shares175,879 from 183,756
Change-7,877 (-4%)
Value$9.8M (-$101.9K)
Filed 2026-10-19
Turning Point Benefit Group, Inc.
INCREASED
Shares171,556 from 162,367
Change+9,189 (+6%)
Value$9.5M (+$686.3K)
Filed 2026-10-28
Cedar Point Capital Partners, LLC
INCREASED
Shares168,061 from 164,507
Change+3,554 (+2%)
Value$9.4M (+$501.2K)
Filed 2026-10-29
Veratis Advisors, Inc.
DECREASED
Shares164,208 from 166,058
Change-1,850 (-1%)
Value$9.2M (+$202.3K)
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
DECREASED
Shares160,595 from 168,774
Change-8,179 (-5%)
Value$9.0M (-$146.3K)
Filed 2026-10-05
Accel Wealth Management
INCREASED
Shares157,875 from 139,100
Change+18,775 (+14%)
Value$8.8M (+$1.3M)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares157,853 from 152,495
Change+5,358 (+4%)
Value$8.8M (+$579.9K)
Filed 2026-10-22
Winter & Associates, Inc.
INCREASED
Shares155,866 from 143,360
Change+12,506 (+9%)
Value$8.8M (+$1.0M)
Filed 2026-10-23
Clarity Asset Management, Inc.
INCREASED
Shares155,778 from 151,479
Change+4,299 (+3%)
Value$8.7M (+$518.9K)
Filed 2026-10-14
Bank of New Hampshire
INCREASED
Shares153,875 from 152,510
Change+1,365 (+1%)
Value$8.6M (+$356.9K)
Filed 2026-10-06
Kondo Wealth Advisors, Inc.
DECREASED
Shares153,054 from 156,917
Change-3,863 (-2%)
Value$8.5M (+$73.0K)
Filed 2026-10-19
Certified Advisory Corp
DECREASED
Shares150,429 from 152,878
Change-2,449 (-2%)
Value$8.4M (+$144.5K)
Filed 2026-10-29
Sculati Wealth Management, LLC
INCREASED
Shares149,639 from 144,983
Change+4,656 (+3%)
Value$8.3M (+$216.1K)
Filed 2026-10-19
Caliber Wealth Management, LLC / KS
DECREASED
Shares147,624 from 190,541
Change-42,917 (-23%)
Value$8.2M (-$2.0M)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED
Shares145,088 from 107,006
Change+38,082 (+36%)
Value$8.1M (+$2.3M)
Filed 2026-10-08
Richard Young Associates, Ltd.
DECREASED
Shares140,664 from 144,566
Change-3,902 (-3%)
Value$7.9M (+$48.0K)
Filed 2026-11-03
Family Legacy, Inc.
DECREASED
Shares140,534 from 140,688
Change-154 (0%)
Value$7.9M (+$250.3K)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares138,764 from 139,196
Change-432 (0%)
Value$7.8M (+$232.0K)
Filed 2026-10-14
Bank of Montreal
DECREASED
Shares136,017 from 138,099
Change-2,082 (-2%)
Value$7.6M (+$137.8K)
Filed 2026-11-09
Compass Financial Group, Inc.
INCREASED
Shares135,608 from 134,097
Change+1,511 (+1%)
Value$7.6M (+$331.1K)
Filed 2026-11-06
Serenity Investment Advisors
DECREASED
Shares134,180 from 134,329
Change-149 (0%)
Value$7.5M (-$268.9K)
Filed 2026-10-30
Shotwell Rutter Baer Inc
INCREASED
Shares132,130 from 131,479
Change+651 (+1%)
Value$7.4M (+$278.3K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares129,398 from 112,723
Change+16,675 (+15%)
Value$7.2M (+$1.1M)
Filed 2026-10-26
HMV Wealth Advisors, LLC
DECREASED
Shares128,916 from 129,106
Change-190 (0%)
Value$7.2M (+$227.0K)
Filed 2026-10-27
Schwallier Wealth Management LLC
INCREASED
Shares128,697 from 123,268
Change+5,429 (+4%)
Value$7.2M (+$530.1K)
Filed 2026-11-05
RF&L Wealth Management, LLC
INCREASED
Shares127,306 from 126,816
Change+490 (+0%)
Value$7.1M (+$260.7K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares127,118 from 74,893
Change+52,225 (+70%)
Value$7.2M (+$3.1M)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares125,775 from 86,870
Change+38,905 (+45%)
Value$7.0M (+$2.3M)
Filed 2026-10-15
Alpha Advisors, LLC
INCREASED
Shares125,728 from 120,446
Change+5,282 (+4%)
Value$7.0M (+$516.9K)
Filed 2026-10-19
Avise Financial Cooperative, Inc.
INCREASED
Shares124,267 from 116,967
Change+7,300 (+6%)
Value$6.9M (+$623.0K)
Filed 2026-11-09
Larson Financial Group LLC
DECREASED
Shares123,622 from 124,700
Change-1,078 (-1%)
Value$6.9M (+$169.3K)
Filed 2026-11-05
1900 Wealth Management LLC
INCREASED
Shares122,933 from 122,747
Change+186 (+0%)
Value$6.9M (+$236.3K)
Filed 2026-10-13
Avior Wealth Management, LLC
INCREASED
Shares121,440 from 119,975
Change+1,465 (+1%)
Value$6.8M (+$302.6K)
Filed 2026-10-13
Platt Wealth Management LLC
DECREASED
Shares119,074 from 121,778
Change-2,704 (-2%)
Value$6.7M (+$73.0K)
Filed 2026-11-04
Sterling Wealth Management, Inc.
INCREASED
Shares118,209 from 116,430
Change+1,779 (+2%)
Value$6.6M (+$313.6K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares117,735 from 116,918
Change+817 (+1%)
Value$6.6M (+$260.8K)
Filed 2026-10-26
Timonier Family Office, Ltd.
DECREASED
Shares116,236 from 118,605
Change-2,369 (-2%)
Value$6.5M (+$85.9K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
NEW
Shares116,127
Change+116,127
Value$6.5M
Filed 2026-10-26
InTrack Investment Management Inc
INCREASED
Shares114,135 from 96,942
Change+17,193 (+18%)
Value$6.4M (+$1.1M)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares112,608 from 76,013
Change+36,595 (+48%)
Value$6.3M (+$2.2M)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares112,347 from 113,778
Change-1,431 (-1%)
Value$6.3M (+$129.5K)
Filed 2026-11-04
Atlas Capital Advisors Inc.
INCREASED
Shares110,995 from 81,537
Change+29,458 (+36%)
Value$51.6K (-$4.4M)
Filed 2026-11-09
DeLarme Wealth Management, Inc.
INCREASED
Shares109,937 from 108,113
Change+1,824 (+2%)
Value$6.1M (+$300.8K)
Filed 2026-10-30
Burk Holdings LLC
INCREASED
Shares108,923 from 92,852
Change+16,071 (+17%)
Value$6.1M (+$1.1M)
Filed 2026-11-05
Valued Retirements, Inc.
DECREASED
Shares107,389 from 109,448
Change-2,059 (-2%)
Value$6.0M (+$86.4K)
Filed 2026-11-06
N.E.W. Advisory Services LLC
DECREASED
Shares107,224 from 120,406
Change-13,182 (-11%)
Value$6.0M (-$514.8K)
Filed 2026-11-09
Tilson Financial Group, Inc.
INCREASED
Shares106,991 from 106,198
Change+793 (+1%)
Value$6.0M (+$239.7K)
Filed 2026-11-09
LAM Group, Inc.
DECREASED
Shares106,383 from 106,938
Change-555 (-1%)
Value$5.9M (+$165.8K)
Filed 2026-10-26
Frankly Finances, LLC
UNCHANGED
Shares105,851 from 105,851
Change0 (0%)
Value$5.9M (+$194.8K)
Filed 2026-10-28
RTD Financial Advisors, Inc.
INCREASED
Shares104,297 from 71,869
Change+32,428 (+45%)
Value$5.8M (+$1.9M)
Filed 2026-10-09
Spire Wealth Management
DECREASED
Shares102,144 from 102,520
Change-376 (0%)
Value$5.7M (+$167.6K)
Filed 2026-10-30
Omni 360 Wealth, Inc.
DECREASED
Shares102,130 from 107,933
Change-5,803 (-5%)
Value$5.7M (-$125.6K)
Filed 2026-10-13
Pandowealth. LLC
NEW
Shares100,231
Change+100,231
Value$5.6M
Filed 2026-11-09
Breakwater Capital Group
DECREASED
Shares100,137 from 100,377
Change-240 (0%)
Value$5.6M (+$171.2K)
Filed 2026-10-09
Kelly Financial Group LLC
INCREASED
Shares99,372 from 97,787
Change+1,585 (+2%)
Value$5.6M (+$268.4K)
Filed 2026-10-16
Kraft, Davis & Associates, LLC
INCREASED
Shares98,686 from 92,056
Change+6,630 (+7%)
Value$5.5M (+$490.3K)
Filed 2026-10-21
Armbruster Capital Management, Inc.
UNCHANGED
Shares96,770 from 96,770
Change0 (0%)
Value$5.4M (+$178.1K)
Filed 2026-10-19
City State Bank
INCREASED
Shares95,746 from 92,663
Change+3,083 (+3%)
Value$5.3M (+$342.7K)
Filed 2026-10-20
Herold Advisors, Inc.
INCREASED
Shares94,083 from 89,364
Change+4,719 (+5%)
Value$5.3M (+$432.5K)
Filed 2026-10-19
Navigate Wealth Management, LLC
INCREASED
Shares93,372 from 87,103
Change+6,269 (+7%)
Value$5.2M (+$320.4K)
Filed 2026-10-14
Redstone Wealth Management, LLC
INCREASED
Shares91,034 from 87,353
Change+3,681 (+4%)
Value$5.1M (+$366.4K)
Filed 2026-10-20
Cogent Strategic Wealth LLC
DECREASED
Shares89,569 from 91,009
Change-1,440 (-2%)
Value$5.0M (+$87.0K)
Filed 2026-10-22
Verum Partners LLC
DECREASED
Shares89,080 from 90,310
Change-1,230 (-1%)
Value$5.0M (+$97.5K)
Filed 2026-10-21
Bedel Financial Consulting, Inc.
INCREASED
Shares87,588 from 87,003
Change+585 (+1%)
Value$4.9M (+$192.8K)
Filed 2026-11-06
TruNorth Capital Management, LLC
DECREASED
Shares86,436 from 86,591
Change-155 (0%)
Value$4.8M (+$150.7K)
Filed 2026-10-14
Investmark Advisory Group LLC
INCREASED
Shares86,280 from 85,097
Change+1,183 (+1%)
Value$4.8M (+$222.7K)
Filed 2026-10-27
Hippocratic Financial Advisors, LLC
INCREASED
Shares84,907 from 79,531
Change+5,376 (+7%)
Value$4.7M (+$446.6K)
Filed 2026-10-13
Aviance Capital Partners, LLC
INCREASED
Shares83,894 from 79,816
Change+4,078 (+5%)
Value$4.7M (+$374.6K)
Filed 2026-10-29
AWM Capital, LLC
DECREASED
Shares83,103 from 85,315
Change-2,212 (-3%)
Value$4.6M (+$33.4K)
Filed 2026-10-16
Opus Financial Solutions LLC
DECREASED
Shares82,287 from 90,072
Change-7,785 (-9%)
Value$4.6M (-$269.2K)
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares81,768 from 75,403
Change+6,365 (+8%)
Value$4.6M (+$494.3K)
Filed 2026-10-22
LexAurum Advisors, LLC
INCREASED
Shares81,340 from 78,833
Change+2,507 (+3%)
Value$4.5M (+$285.1K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares81,234 from 79,142
Change+2,092 (+3%)
Value$4.5M (+$262.5K)
Filed 2026-10-13
AG Asset Advisory, LLC
INCREASED
Shares81,053 from 79,712
Change+1,341 (+2%)
Value$4.5M (+$221.6K)
Filed 2026-11-06
Journey Beyond Wealth, LLC
INCREASED
Shares80,697 from 79,199
Change+1,498 (+2%)
Value$4.5M (+$229.4K)
Filed 2026-11-04
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares79,340 from 75,968
Change+3,372 (+4%)
Value$4.4M (+$328.2K)
Filed 2026-10-27
Regions Financial Corp
INCREASED
Shares79,062 from 78,896
Change+166 (+0%)
Value$4.4M (+$154.4K)
Filed 2026-11-05
L.K. Benson & Company, P.C.
INCREASED
Shares78,329 from 77,970
Change+359 (+0%)
Value$4.4M (+$163.6K)
Filed 2026-10-23
Indivisible Partners
NEW
Shares77,837
Change+77,837
Value$4.3M
Filed 2026-10-26
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares75,239 from 79,842
Change-4,603 (-6%)
Value$4.2M (-$159.1K)
Filed 2026-10-20
Addison Advisors LLC
INCREASED
Shares74,892 from 71,289
Change+3,603 (+5%)
Value$4.2M (+$332.4K)
Filed 2026-11-06
Pillar Financial Advisors, LLC
UNCHANGED
Shares73,799 from 73,799
Change0 (0%)
Value$4.1M (+$135.8K)
Filed 2026-10-21
Ariadne Wealth Management, LP
DECREASED
Shares72,141 from 76,904
Change-4,763 (-6%)
Value$4.0M (-$124.5K)
Filed 2026-11-06
CLG LLC
INCREASED
Shares71,721 from 70,648
Change+1,073 (+2%)
Value$4.0M (+$189.9K)
Filed 2026-10-13
Peoples Bank
INCREASED
Shares71,527 from 56,160
Change+15,367 (+27%)
Value$4.0M (+$961.7K)
Filed 2026-10-26
Baring Financial LLC
INCREASED
Shares71,172 from 69,464
Change+1,708 (+2%)
Value$4.0M (+$223.2K)
Filed 2026-10-07
RED Lighthouse Investment Management, LLC
INCREASED
Shares70,565 from 69,853
Change+712 (+1%)
Value$3.9M (+$168.3K)
Filed 2026-11-02
Forteris Wealth Management Inc.
INCREASED
Shares70,509 from 69,788
Change+721 (+1%)
Value$3.9M (+$168.7K)
Filed 2026-10-13
Symmetry Partners, LLC
DECREASED
Shares70,028 from 72,255
Change-2,227 (-3%)
Value$3.9M (+$8.5K)
Filed 2026-10-27
Cambridge Financial Group, LLC
INCREASED
Shares69,345 from 69,324
Change+21 (+0%)
Value$3.7M (+$1.2K)
Filed 2026-10-06
Private Advisory Group LLC
INCREASED
Shares67,744 from 58,400
Change+9,344 (+16%)
Value$3.8M (+$629.4K)
Filed 2026-11-06
Poinciana Advisors Group, LLC
DECREASED
Shares66,991 from 74,425
Change-7,434 (-10%)
Value$4.3M (-$315.2K)
Filed 2026-11-06
Klingman & Associates, LLC
INCREASED
Shares66,526 from 66,339
Change+187 (+0%)
Value$3.7M (+$132.5K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares65,600 from 67,338
Change-1,738 (-3%)
Value$3.7M (+$26.8K)
Filed 2026-10-22
Lakeshore Financial Planning, Inc.
DECREASED
Shares65,170 from 65,342
Change-172 (0%)
Value$3.6M (+$110.5K)
Filed 2026-10-13
Family CFO Inc
INCREASED
Shares64,655 from 64,540
Change+115 (+0%)
Value$3.6M (+$125.2K)
Filed 2026-10-30
Belleair Asset Management, LLC
INCREASED
Shares64,589 from 64,588
Change+1 (0%)
Value$3.6M (+$118.9K)
Filed 2026-11-03
Aerodigm Wealth, LLC
DECREASED
Shares63,865 from 64,310
Change-445 (-1%)
Value$3.6M (+$93.5K)
Filed 2026-10-16
Donalies Financial Planning, LLC
DECREASED
Shares63,631 from 63,962
Change-331 (-1%)
Value$3.6M (+$99.2K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares62,030 from 59,609
Change+2,421 (+4%)
Value$3.5M (+$244.9K)
Filed 2026-10-16
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares61,926 from 60,985
Change+941 (+2%)
Value$3.5M (+$164.8K)
Filed 2026-10-16
Vista Investment Partners II, LLC
INCREASED
Shares61,355 from 56,837
Change+4,518 (+8%)
Value$3.4M (+$357.0K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares60,831 from 66,320
Change-5,489 (-8%)
Value$3.4M (-$184.6K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares58,987 from 56,579
Change+2,408 (+4%)
Value$3.3M (+$238.6K)
Filed 2026-11-06
Fund Evaluation Group, LLC
INCREASED
Shares58,799 from 58,191
Change+608 (+1%)
Value$3.3M (+$141.0K)
Filed 2026-11-05
Cooper Financial Group
NEW
Shares58,793
Change+58,793
Value$3.3M
Filed 2026-10-07
Global Assets Advisory, LLC
DECREASED
Shares58,291 from 58,758
Change-467 (-1%)
Value$3.2M (+$73.3K)
Filed 2026-10-28
SwitchPoint Financial Planning, LLC
INCREASED
Shares55,085 from 54,903
Change+182 (+0%)
Value$3.1M (+$111.2K)
Filed 2026-11-02
Triangle Securities Wealth Management
INCREASED
Shares54,276 from 47,252
Change+7,024 (+15%)
Value$3.0M (+$479.3K)
Filed 2026-10-14
Ferguson Johnson Wealth Management Inc
INCREASED
Shares54,101 from 53,901
Change+200 (+0%)
Value$3.0M (+$111.1K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares54,048 from 52,635
Change+1,413 (+3%)
Value$3.0M (+$175.8K)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares53,992 from 54,289
Change-297 (-1%)
Value$3.0M (+$83.3K)
Filed 2026-11-04
Clark Asset Management, LLC
DECREASED
Shares53,521 from 54,701
Change-1,180 (-2%)
Value$3.0M (+$34.8K)
Filed 2026-10-19
Legacy Financial Advisors, Inc.
INCREASED
Shares52,729 from 50,660
Change+2,069 (+4%)
Value$2.9M (+$208.8K)
Filed 2026-11-09
Prism Planning Partners LLC
DECREASED
Shares52,392 from 52,411
Change-19 (0%)
Value$2.9M (+$95.4K)
Filed 2026-10-27
Verdence Capital Advisors LLC
NEW
Shares52,040
Change+52,040
Value$2.9M
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares51,726 from 48,929
Change+2,797 (+6%)
Value$2.9M (+$246.3K)
Filed 2026-10-14
Collective Family Office LLC
INCREASED
Shares51,717 from 50,807
Change+910 (+2%)
Value$2.9M (+$144.3K)
Filed 2026-10-05
United Advisor Group, LLC
INCREASED
Shares50,854 from 44,663
Change+6,191 (+14%)
Value$2.8M (+$428.0K)
Filed 2026-11-03
Strathmore Capital Advisors, Inc.
DECREASED
Shares50,748 from 51,222
Change-474 (-1%)
Value$2.8M (-$38.7K)
Filed 2026-11-09
Asset Dedication, LLC
INCREASED
Shares50,260 from 48,542
Change+1,718 (+4%)
Value$2.8M (+$185.3K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares49,963 from 51,721
Change-1,758 (-3%)
Value$2.8M (-$3.0K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares48,562 from 48,562
Change0 (0%)
Value$2.7M (+$89.4K)
Filed 2026-10-15
Lodestone Wealth Management LLC
INCREASED
Shares47,908 from 44,790
Change+3,118 (+7%)
Value$2.7M (+$256.6K)
Filed 2026-10-14
Nautilus Advisors LLC
INCREASED
Shares47,431 from 46,842
Change+589 (+1%)
Value$2.6M (+$53.0K)
Filed 2026-10-07
Valeo Financial Advisors, LLC
INCREASED
Shares47,353 from 41,479
Change+5,874 (+14%)
Value$2.6M (+$404.4K)
Filed 2026-10-08
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares47,317 from 50,059
Change-2,742 (-5%)
Value$2.6M (-$61.0K)
Filed 2026-11-02
Greenspring Advisors, LLC
DECREASED
Shares45,519 from 46,092
Change-573 (-1%)
Value$2.5M (+$52.8K)
Filed 2026-11-05
Pacific Asset Management, LLC
INCREASED
Shares45,058 from 44,035
Change+1,023 (+2%)
Value$2.5M (+$138.2K)
Filed 2026-10-15
Builder Investment Group Inc
DECREASED
Shares44,629 from 44,911
Change-282 (-1%)
Value$2.5M (+$66.9K)
Filed 2026-10-22
Sage Mountain Advisors LLC
UNCHANGED
Shares44,203 from 44,203
Change0 (0%)
Value$2.5M (+$81.3K)
Filed 2026-11-02
Strata Wealth Advisors, LLC
INCREASED
Shares43,878 from 43,093
Change+785 (+2%)
Value$2.5M (+$123.1K)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares43,614 from 43,590
Change+24 (+0%)
Value$2.4M (+$63.2K)
Filed 2026-10-13
Odyssey Capital Advisors, Inc.
INCREASED
Shares42,991 from 38,234
Change+4,757 (+12%)
Value$2.4M (+$336.1K)
Filed 2026-10-26
Core Wealth Advisors, LLC
INCREASED
Shares42,775 from 41,968
Change+807 (+2%)
Value$2.4M (+$122.3K)
Filed 2026-11-05
Diversified Portfolios, Inc.
INCREASED
Shares42,299 from 35,924
Change+6,375 (+18%)
Value$2.4M (+$422.2K)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares42,111 from 38,348
Change+3,763 (+10%)
Value$2.4M (+$280.8K)
Filed 2026-11-05
BWM Planning, LLC
UNCHANGED
Shares41,109 from 41,109
Change0 (0%)
Value$2.3M (+$75.6K)
Filed 2026-11-09
Fifth Third Securities, Inc.
DECREASED
Shares40,429 from 41,872
Change-1,443 (-3%)
Value$2.3M (-$3.6K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares40,194 from 39,688
Change+506 (+1%)
Value$2.2M (+$101.3K)
Filed 2026-11-04
Quarry Hill Advisors, LLC
DECREASED
Shares39,069 from 39,712
Change-643 (-2%)
Value$2.2M (+$37.2K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares38,700 from 20,206
Change+18,494 (+92%)
Value$2.2M (+$1.1M)
Filed 2026-10-28
Kaufman Rossin Wealth, LLC
DECREASED
Shares38,459 from 38,643
Change-184 (0%)
Value$2.1M (+$23.7K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares38,257 from 38,601
Change-344 (-1%)
Value$2.1M (+$51.8K)
Filed 2026-11-05
Pettinga Financial Advisors LLC
DECREASED
Shares37,850 from 61,024
Change-23,174 (-38%)
Value$2.1M (-$1.2M)
Filed 2026-10-13
ARK & TLK Investments, LLC
DECREASED
Shares37,461 from 38,327
Change-866 (-2%)
Value$2.1M (+$22.1K)
Filed 2026-10-20
Aurelius Family Office LLC
DECREASED
Shares37,287 from 37,893
Change-606 (-2%)
Value$2.1M (+$35.9K)
Filed 2026-10-23
Bfsg, LLC
INCREASED
Shares36,509 from 20,580
Change+15,929 (+77%)
Value$2.0M (+$927.7K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
DECREASED
Shares35,067 from 36,131
Change-1,064 (-3%)
Value$2.0M (+$7.1K)
Filed 2026-11-03
Global Trust Wealth Management LLC
DECREASED
Shares34,726 from 34,790
Change-64 (0%)
Value$1.9M (+$60.5K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares34,713 from 34,512
Change+201 (+1%)
Value$1.9M (+$74.7K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
DECREASED
Shares34,475 from 34,667
Change-192 (-1%)
Value$1.9M (+$53.0K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares34,276 from 28,039
Change+6,237 (+22%)
Value$1.9M (+$340.6K)
Filed 2026-10-09
Staley Capital Advisers Inc
INCREASED
Shares33,814 from 8,302
Change+25,512 (+307%)
Value$1.9M (+$1.4M)
Filed 2026-11-06
Encompass Wealth Advisors, LLC
INCREASED
Shares33,690 from 18,680
Change+15,010 (+80%)
Value$1.9M (+$872.8K)
Filed 2026-10-15
HBE Wealth Management, LLC
DECREASED
Shares33,383 from 33,401
Change-18 (0%)
Value$1.9M (+$60.5K)
Filed 2026-11-06
TFO Wealth Partners, LLC
DECREASED
Shares33,003 from 33,214
Change-211 (-1%)
Value$1.8M (+$49.3K)
Filed 2026-11-09
BluePrint Investing LLC
DECREASED
Shares32,926 from 33,631
Change-705 (-2%)
Value$1.8M (+$22.5K)
Filed 2026-10-14
Silver OAK Securities, Incorporated
DECREASED
Shares32,027 from 33,501
Change-1,474 (-4%)
Value$1.8M (-$25.2K)
Filed 2026-11-09
Geneos Wealth Management Inc.
INCREASED
Shares31,809 from 29,427
Change+2,382 (+8%)
Value$1.8M (+$187.2K)
Filed 2026-11-09
Bank of New York Mellon Corp
INCREASED
Shares31,799 from 31,700
Change+99 (+0%)
Value$1.8M (+$63.9K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares31,551 from 26,346
Change+5,205 (+20%)
Value$1.8M (+$339.2K)
Filed 2026-10-14
Integras Partners LLC
DECREASED
Shares31,515 from 32,401
Change-886 (-3%)
Value$1.8M (+$10.1K)
Filed 2026-10-30
Beacon Financial Advisory LLC
INCREASED
Shares31,500 from 29,672
Change+1,828 (+6%)
Value$1.8M (+$156.7K)
Filed 2026-10-16
Aspirean Wealth, LLC
DECREASED
Shares31,211 from 37,308
Change-6,097 (-16%)
Value$1.7M (-$271.9K)
Filed 2026-11-03
Uptick Partners, LLC
INCREASED
Shares31,190 from 24,112
Change+7,078 (+29%)
Value$1.7M (+$439.7K)
Filed 2026-11-04
IFG Advisory, LLC
INCREASED
Shares30,881 from 18,711
Change+12,170 (+65%)
Value$1.7M (+$714.2K)
Filed 2026-11-09
Verus Wealth Management, LLC
DECREASED
Shares30,714 from 30,809
Change-95 (0%)
Value$1.7M (+$51.4K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares30,535 from 28,679
Change+1,856 (+6%)
Value$1.7M (+$117.0K)
Filed 2026-10-27
Oath Planning, LLC
DECREASED
Shares30,166 from 30,785
Change-619 (-2%)
Value$1.7M (+$22.1K)
Filed 2026-10-20
ProCore Advisors, LLC
INCREASED
Shares29,301 from 28,179
Change+1,122 (+4%)
Value$1.6M (+$114.5K)
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares29,135 from 22,547
Change+6,588 (+29%)
Value$1.6M (+$409.5K)
Filed 2026-10-29
Powerhouse Assets LLC
INCREASED
Shares29,104 from 28,698
Change+406 (+1%)
Value$1.6M (+$75.5K)
Filed 2026-10-19
Lutz Financial Services LLC
UNCHANGED
Shares29,015 from 29,015
Change0 (0%)
Value$1.6M (+$53.4K)
Filed 2026-11-06
Secure Asset Management, LLC
DECREASED
Shares28,607 from 28,629
Change-22 (0%)
Value$1.6M (+$51.4K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares28,508 from 13,334
Change+15,174 (+114%)
Value$1.6M (+$872.2K)
Filed 2026-11-03
25 LLC
INCREASED
Shares28,463 from 28,394
Change+69 (+0%)
Value$1.6M (+$56.1K)
Filed 2026-10-13
Mattern Capital Management, LLC
INCREASED
Shares28,377 from 24,079
Change+4,298 (+18%)
Value$1.6M (+$284.3K)
Filed 2026-11-02
Americana Partners, LLC
UNCHANGED
Shares28,374 from 28,374
Change0 (0%)
Value$1.6M (+$52.2K)
Filed 2026-10-28
APS Management Group, Inc.
DECREASED
Shares28,087 from 39,231
Change-11,144 (-28%)
Value$1.6M (-$550.4K)
Filed 2026-10-14
Riverchase Wealth Management, LLC
DECREASED
Shares27,459 from 27,467
Change-8 (0%)
Value$1.5M (+$50.1K)
Filed 2026-10-28
Heritage Wealth Management, Inc. s
DECREASED
Shares27,174 from 30,505
Change-3,331 (-11%)
Value$1.5M (-$130.0K)
Filed 2026-11-06
McGrath & Associates, Inc.
INCREASED
Shares27,050 from 26,692
Change+358 (+1%)
Value$1.5M (+$69.1K)
Filed 2026-10-27
Studio Investment Management LLC
INCREASED
Shares26,711 from 25,691
Change+1,020 (+4%)
Value$1.5M (+$104.2K)
Filed 2026-10-22
Stage Harbor Financial, LLC
INCREASED
Shares26,313 from 25,914
Change+399 (+2%)
Value$1.5M (+$70.0K)
Filed 2026-11-03
HBW Advisory Services LLC
INCREASED
Shares26,184 from 24,089
Change+2,095 (+9%)
Value$1.5M (+$161.3K)
Filed 2026-10-15
Elmwood Wealth Management, Inc.
INCREASED
Shares25,870 from 25,585
Change+285 (+1%)
Value$1.4M (+$63.0K)
Filed 2026-10-14
New Wave Wealth Advisors LLC
DECREASED
Shares25,821 from 27,809
Change-1,988 (-7%)
Value$1.4M (-$56.0K)
Filed 2026-10-19
Optivise Advisory Services LLC
DECREASED
Shares25,813 from 28,807
Change-2,994 (-10%)
Value$1.4M (-$114.2K)
Filed 2026-10-19
Clarity Capital Advisors, LLC
INCREASED
Shares25,491 from 25,391
Change+100 (+0%)
Value$1.4M (+$52.3K)
Filed 2026-10-27
Long Island Wealth Management, Inc.
INCREASED
Shares25,326 from 22,054
Change+3,272 (+15%)
Value$1.4M (+$223.4K)
Filed 2026-10-20
Drive Wealth Management, LLC
DECREASED
Shares25,264 from 25,857
Change-593 (-2%)
Value$1.4M (+$14.4K)
Filed 2026-11-09
US Bancorp \de\
INCREASED
Shares24,991 from 21,571
Change+3,420 (+16%)
Value$1.4M (+$230.7K)
Filed 2026-11-05
Watershed Private Wealth LLC
DECREASED
Shares24,927 from 25,076
Change-149 (-1%)
Value$1.4M (+$37.8K)
Filed 2026-10-30
Sutton Place Investors LLC
INCREASED
Shares24,235 from 24,173
Change+62 (+0%)
Value$1.4M (+$47.9K)
Filed 2026-10-20
Synergy Asset Management, LLC
INCREASED
Shares24,159 from 22,665
Change+1,494 (+7%)
Value$1.3M (+$125.2K)
Filed 2026-11-05
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares23,632 from 23,632
Change0 (0%)
Value$1.3M (+$43.5K)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares23,618 from 24,140
Change-522 (-2%)
Value$1.3M (+$15.3K)
Filed 2026-10-07
Coston, McIsaac & Partners
INCREASED
Shares23,526 from 22,439
Change+1,087 (+5%)
Value$1.3M (+$117.2K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares23,488 from 17,871
Change+5,617 (+31%)
Value$1.3M (+$346.6K)
Filed 2026-10-16
E6 Portfolios, LLC
INCREASED
Shares23,084 from 22,454
Change+630 (+3%)
Value$1.3M (+$76.5K)
Filed 2026-10-26
Harbour Investments, Inc.
INCREASED
Shares22,889 from 21,284
Change+1,605 (+8%)
Value$1.3M (+$128.8K)
Filed 2026-11-09
Archvest Wealth Advisors, Inc.
INCREASED
Shares22,877 from 22,874
Change+3 (+0%)
Value$1.3M (+$42.3K)
Filed 2026-10-29
Cornerstone National Bank & Trust Co
INCREASED
Shares22,836 from 21,132
Change+1,704 (+8%)
Value$1.3M (+$117.6K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares22,611 from 20,989
Change+1,622 (+8%)
Value$1.3M (+$129.2K)
Filed 2026-11-05
Mills Wealth Advisors LLC
UNCHANGED
Shares22,455 from 22,455
Change0 (0%)
Value$1.3M (+$41.3K)
Filed 2026-10-22
New Dimensions Wealth Management, LLC
DECREASED
Shares22,101 from 22,436
Change-335 (-1%)
Value$1.2M (+$22.6K)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$1.2M (+$40.5K)
Filed 2026-10-14
Hardin Capital Partners, LLC
INCREASED
Shares21,963 from 21,463
Change+500 (+2%)
Value$1.2M (+$66.6K)
Filed 2026-10-09
Everest Financial Group LLC
DECREASED
Shares21,711 from 22,311
Change-600 (-3%)
Value$1.2M (+$7.5K)
Filed 2026-11-06
Diversify Advisory Services, LLC
INCREASED
Shares21,643 from 21,344
Change+299 (+1%)
Value$1.2M (+$15.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares21,643 from 21,344
Change+299 (+1%)
Value$1.2M (+$15.9K)
Filed 2026-10-20
Approach Retirement Advisors, LLC
INCREASED
Shares21,626 from 21,625
Change+1 (0%)
Value$1.2M (+$39.8K)
Filed 2026-10-22
Koenig Investment Advisory, LLC
NEW
Shares21,621
Change+21,621
Value$1.2M
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares21,487 from 17,045
Change+4,442 (+26%)
Value$1.2M (+$279.5K)
Filed 2026-10-28
Trace Wealth Advisors, LLC
DECREASED
Shares21,417 from 44,424
Change-23,007 (-52%)
Value$1.2M (-$1.2M)
Filed 2026-10-30
Mustard Seed Financial, LLC
INCREASED
Shares20,904 from 20,019
Change+885 (+4%)
Value$1.2M (+$86.3K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares20,615 from 16,936
Change+3,679 (+22%)
Value$1.2M (+$236.7K)
Filed 2026-11-03
CogentBlue Wealth Advisors, LLC
DECREASED
Shares20,221 from 20,471
Change-250 (-1%)
Value$1.1M (+$23.7K)
Filed 2026-10-09
Avant Financial Advisors LLC
UNCHANGED
Shares20,080 from 20,080
Change0 (0%)
Value$1.1M (+$36.9K)
Filed 2026-11-02
Level Financial Advisors
DECREASED
Shares19,646 from 19,900
Change-254 (-1%)
Value$1.1M (+$22.5K)
Filed 2026-10-13
Oder Investment Management, LLC
INCREASED
Shares19,594 from 17,680
Change+1,914 (+11%)
Value$1.1M (+$139.4K)
Filed 2026-11-09
Midwest Trust Co
DECREASED
Shares19,565 from 21,856
Change-2,291 (-10%)
Value$1.1M (-$87.8K)
Filed 2026-10-22
SJS Investment Consulting Inc.
DECREASED
Shares19,412 from 20,785
Change-1,373 (-7%)
Value$1.1M (-$38.4K)
Filed 2026-10-26
Melfa Wealth Management, Inc.
INCREASED
Shares19,282 from 18,801
Change+481 (+3%)
Value$1.1M (+$62.0K)
Filed 2026-11-06
Compass Ion Advisors, LLC
INCREASED
Shares19,206 from 13,509
Change+5,697 (+42%)
Value$1.1M (+$343.1K)
Filed 2026-10-23
IFG Advisors, LLC
UNCHANGED
Shares19,152 from 19,152
Change0 (0%)
Value$1.1M (+$35.2K)
Filed 2026-10-15
Prosperity Planning, Inc.
DECREASED
Shares19,131 from 19,384
Change-253 (-1%)
Value$1.1M (+$21.5K)
Filed 2026-10-09
Family Wealth Partners, LLC
UNCHANGED
Shares19,012 from 19,012
Change0 (0%)
Value$1.1M (+$35.0K)
Filed 2026-10-20
Arsenal Capital Advisors LLC
INCREASED
Shares18,787 from 8,648
Change+10,139 (+117%)
Value$1.0M (+$582.2K)
Filed 2026-11-02
Tenet Wealth Partners, LLC
INCREASED
Shares18,630 from 17,981
Change+649 (+4%)
Value$1.0M (+$30.3K)
Filed 2026-10-19
Tranquility Partners, LLC
INCREASED
Shares18,287 from 14,620
Change+3,667 (+25%)
Value$1.0M (+$232.4K)
Filed 2026-10-20
Versant Capital Management, Inc
INCREASED
Shares18,244 from 17,755
Change+489 (+3%)
Value$1.0M (+$60.0K)
Filed 2026-10-02
Acorn Wealth Advisors, LLC
INCREASED
Shares18,168 from 17,668
Change+500 (+3%)
Value$1.0M (+$60.4K)
Filed 2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED
Shares18,147 from 17,767
Change+380 (+2%)
Value$1.0M (+$54.0K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares17,595 from 19,093
Change-1,498 (-8%)
Value$982.9K (-$48.6K)
Filed 2026-10-30
Abacus Wealth Partners, LLC
UNCHANGED
Shares17,434 from 17,434
Change0 (0%)
Value$973.8K (+$32.1K)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares17,255 from 17,255
Change0 (0%)
Value$963.9K (+$31.7K)
Filed 2026-10-30
SteelPeak Wealth, LLC
NEW
Shares17,154
Change+17,154
Value$958.2K
Filed 2026-10-16
Interchange Capital Partners, LLC
UNCHANGED
Shares17,152 from 17,152
Change0 (0%)
Value$958.1K (+$31.6K)
Filed 2026-10-28
Mullaney, Keating & Wright, Inc.
DECREASED
Shares17,012 from 17,482
Change-470 (-3%)
Value$950.3K (+$6.0K)
Filed 2026-10-19
Dana Investment Advisors, Inc.
INCREASED
Shares16,767 from 16,138
Change+629 (+4%)
Value$936.6K (+$64.8K)
Filed 2026-11-06
RHS Financial, LLC
INCREASED
Shares16,517 from 7,999
Change+8,518 (+106%)
Value$922.6K (+$490.5K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares16,059 from 15,816
Change+243 (+2%)
Value$897.0K (+$42.7K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares15,948 from 14,870
Change+1,078 (+7%)
Value$890.9K (+$87.6K)
Filed 2026-11-04
Kane Co Wealth Management, Inc.
DECREASED
Shares15,804 from 15,985
Change-181 (-1%)
Value$882.8K (+$19.3K)
Filed 2026-11-04
RAM Investment Partners, LLC
INCREASED
Shares15,526 from 14,226
Change+1,300 (+9%)
Value$867.3K (+$98.8K)
Filed 2026-10-21
MB Generational Wealth, LLC
DECREASED
Shares15,508 from 15,522
Change-14 (0%)
Value$866.3K (+$27.8K)
Filed 2026-11-09
Iowa State Bank
DECREASED
Shares15,357 from 15,812
Change-455 (-3%)
Value$857.8K (+$3.7K)
Filed 2026-10-06
Balentine LLC
DECREASED
Shares15,247 from 16,373
Change-1,126 (-7%)
Value$851.7K (-$32.8K)
Filed 2026-11-03
Del-Sette Capital Management, LLC
DECREASED
Shares14,979 from 61,605
Change-46,626 (-76%)
Value$836.7K (-$2.5M)
Filed 2026-10-23
Sovran Advisors, LLC
INCREASED
Shares14,852 from 14,577
Change+275 (+2%)
Value$841.6K (+$22.6K)
Filed 2026-11-02
MN Wealth Advisors, LLC
DECREASED
Shares14,840 from 15,946
Change-1,106 (-7%)
Value$829.0K (-$32.4K)
Filed 2026-10-23
Citizens Financial Group Inc
INCREASED
Shares14,660 from 13,497
Change+1,163 (+9%)
Value$818.9K (+$89.8K)
Filed 2026-10-23
AlTi Global, Inc.
DECREASED
Shares14,500 from 29,000
Change-14,500 (-50%)
Value$810.0K (-$756.6K)
Filed 2026-11-09
Elser Financial Planning, Inc
UNCHANGED
Shares14,325 from 14,325
Change0 (0%)
Value$800.2K (+$26.4K)
Filed 2026-10-16
Ironwood Financial, llc
UNCHANGED
Shares14,227 from 14,227
Change0 (0%)
Value$794.7K (+$7.7K)
Filed 2026-10-20
International Private Wealth Advisors LLC
INCREASED
Shares14,184 from 13,104
Change+1,080 (+8%)
Value$792.3K (+$84.4K)
Filed 2026-11-05
Owl Creek Wealth Partners LLC
UNCHANGED
Shares14,008 from 14,008
Change0 (0%)
Value$782.5K (+$25.8K)
Filed 2026-10-20
Keybank National Association
UNCHANGED
Shares13,649 from 13,649
Change0 (0%)
Value$762.4K (+$25.1K)
Filed 2026-11-04
Nwam LLC
DECREASED
Shares13,604 from 13,623
Change-19 (0%)
Value$759.9K (+$24.0K)
Filed 2026-11-09
Santori & Peters, Inc.
INCREASED
Shares13,458 from 12,741
Change+717 (+6%)
Value$751.8K (+$63.5K)
Filed 2026-10-26
Carnegie Investment Counsel
NEW
Shares13,281
Change+13,281
Value$741.9K
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares13,203 from 13,858
Change-655 (-5%)
Value$737.5K (-$11.1K)
Filed 2026-10-23
Blume Capital Management, Inc.
UNCHANGED
Shares13,200 from 13,200
Change0 (0%)
Value$737.4K (+$24.3K)
Filed 2026-10-26
Argyle Capital Partners, LLC
INCREASED
Shares13,097 from 10,194
Change+2,903 (+28%)
Value$731.6K (+$180.9K)
Filed 2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares13,076 from 13,076
Change0 (0%)
Value$737.5K (+$2.4K)
Filed 2026-10-21
Oak Wealth Advisors LLC
INCREASED
Shares12,432 from 12,402
Change+30 (+0%)
Value$694.5K (+$24.5K)
Filed 2026-11-09
Evergreen Capital Management LLC
DECREASED
Shares11,878 from 12,871
Change-993 (-8%)
Value$663.5K (-$31.8K)
Filed 2026-10-23
Heritage Investment Group, Inc.
UNCHANGED
Shares11,724 from 11,724
Change0 (0%)
Value$654.9K (+$21.6K)
Filed 2026-11-03
Generations Wealth, LLC
INCREASED
Shares11,681 from 7,432
Change+4,249 (+57%)
Value$652.5K (+$251.0K)
Filed 2026-11-09
Meredith Wealth Planning
INCREASED
Shares11,622 from 10,752
Change+870 (+8%)
Value$649.2K (+$68.4K)
Filed 2026-10-14
Vision Capital Management, Inc.
UNCHANGED
Shares11,513 from 11,513
Change0 (0%)
Value$643.1K (+$21.2K)
Filed 2026-10-20
Unison Advisors LLC
DECREASED
Shares11,467 from 12,047
Change-580 (-5%)
Value$640.5K (-$10.3K)
Filed 2026-10-29
James J. Burns & Company, LLC
DECREASED
Shares11,463 from 11,587
Change-124 (-1%)
Value$640.3K (+$14.4K)
Filed 2026-10-22
Bessemer Group Inc
INCREASED
Shares11,460 from 2,218
Change+9,242 (+417%)
Value$640.0K (+$520.0K)
Filed 2026-11-09
Waterfront Wealth Inc.
UNCHANGED
Shares11,398 from 11,398
Change0 (0%)
Value$642.8K (+$11.1K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares11,367 from 1,481
Change+9,886 (+668%)
Value$617.8K (+$540.1K)
Filed 2026-10-16
Archer Investment Management, LLC
DECREASED
Shares11,104 from 11,222
Change-118 (-1%)
Value$620.3K (+$14.1K)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares10,950 from 11,090
Change-140 (-1%)
Value$611.7K (+$12.6K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares10,828 from 12,049
Change-1,221 (-10%)
Value$604.9K (-$46.0K)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares10,698 from 11,722
Change-1,024 (-9%)
Value$597.6K (-$35.6K)
Filed 2026-10-20
Argent Trust Co
UNCHANGED
Shares10,698 from 10,698
Change0 (0%)
Value$597.6K (+$19.7K)
Filed 2026-11-09
Redhawk Wealth Advisors, Inc.
INCREASED
Shares10,640 from 9,874
Change+766 (+8%)
Value$594.4K (+$61.0K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
UNCHANGED
Shares10,571 from 10,571
Change0 (0%)
Value$590.5K (+$19.5K)
Filed 2026-11-06
First Financial Group Corp
DECREASED
Shares10,415 from 10,433
Change-18 (0%)
Value$581.8K (+$18.2K)
Filed 2026-10-22
BOS Asset Management, LLC
DECREASED
Shares10,217 from 10,788
Change-571 (-5%)
Value$570.7K (-$12.1K)
Filed 2026-10-09
Granville Capital, Inc.
NEW
Shares10,141
Change+10,141
Value$566.5K
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares10,132 from 10,991
Change-859 (-8%)
Value$566.0K (-$27.8K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares9,988 from 8,373
Change+1,615 (+19%)
Value$557.9K (+$105.6K)
Filed 2026-11-03
Narus Financial Partners, LLC
INCREASED
Shares9,780 from 9,752
Change+28 (+0%)
Value$546.3K (+$19.5K)
Filed 2026-10-19
Financial Symmetry Inc
INCREASED
Shares9,755 from 9,752
Change+3 (+0%)
Value$544.9K (+$18.7K)
Filed 2026-10-06
Alkeme Wealth, LLC
INCREASED
Shares9,639 from 9,591
Change+48 (+1%)
Value$538.4K (+$20.3K)
Filed 2026-10-08
Patten Group, Inc.
NEW
Shares9,482
Change+9,482
Value$529.7K
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares9,372 from 9,397
Change-25 (0%)
Value$523.5K (+$15.9K)
Filed 2026-10-29
Resonant Capital Advisors, LLC
INCREASED
Shares9,356 from 8,856
Change+500 (+6%)
Value$522.6K (+$44.2K)
Filed 2026-10-15
Meramec Financial Planners, LLC
INCREASED
Shares9,310 from 6,513
Change+2,797 (+43%)
Value$518.8K (+$152.8K)
Filed 2026-11-09
Gemmer Asset Management LLC
DECREASED
Shares9,134 from 11,140
Change-2,006 (-18%)
Value$510.2K (-$91.6K)
Filed 2026-10-16
HUB Investment Partners, LLC
DECREASED
Shares9,111 from 10,318
Change-1,207 (-12%)
Value$508.9K (-$48.4K)
Filed 2026-11-03
K2 Financial Inc.
DECREASED
Shares9,041 from 9,089
Change-48 (-1%)
Value$501.2K (-$2.9K)
Filed 2026-10-26
GEM Asset Management, LLC
INCREASED
Shares8,931 from 8,906
Change+25 (+0%)
Value$498.9K (+$17.8K)
Filed 2026-10-13
Old Mission Investment Co LLC
DECREASED
Shares8,885 from 9,335
Change-450 (-5%)
Value$496.3K (-$8.0K)
Filed 2026-10-22
Golden Bell Financial Planning LLC
DECREASED
Shares8,868 from 9,137
Change-269 (-3%)
Value$495.4K (+$1.8K)
Filed 2026-11-02
Financial Harvest, LLC
UNCHANGED
Shares8,831 from 8,831
Change0 (0%)
Value$493.3K (+$16.2K)
Filed 2026-10-15
Hurley Capital, LLC
NEW
Shares8,794
Change+8,794
Value$491.2K
Filed 2026-11-05
Bluesphere Advisors LLC
UNCHANGED
Shares8,739 from 8,739
Change0 (0%)
Value$488.2K (+$16.1K)
Filed 2026-10-19
Epiq Partners, LLC
INCREASED
Shares8,707 from 7,152
Change+1,555 (+22%)
Value$486.4K (+$100.1K)
Filed 2026-10-07
Samalin Investment Counsel, LLC
INCREASED
Shares8,700 from 8,292
Change+408 (+5%)
Value$486.0K (+$38.1K)
Filed 2026-10-23
Silver Oak Advisory Group, Inc.
INCREASED
Shares8,553 from 8,381
Change+172 (+2%)
Value$477.7K (+$25.7K)
Filed 2026-11-06
Pekin Hardy Strauss, Inc.
INCREASED
Shares8,221 from 7,776
Change+445 (+6%)
Value$459.2K (+$39.2K)
Filed 2026-11-02
Able Wealth Management LLC
INCREASED
Shares8,088 from 7,551
Change+537 (+7%)
Value$450.7K (+$42.8K)
Filed 2026-10-13
CRA Financial Services, LLC
UNCHANGED
Shares8,082 from 8,082
Change0 (0%)
Value$451.5K (+$14.9K)
Filed 2026-10-16
Partners in Financial Planning
DECREASED
Shares8,030 from 8,819
Change-789 (-9%)
Value$448.6K (-$27.8K)
Filed 2026-11-06
Baker Avenue Asset Management, LP
INCREASED
Shares7,785 from 7,508
Change+277 (+4%)
Value$434.9K (+$29.3K)
Filed 2026-11-06
Victory Financial Group, LLC
UNCHANGED
Shares7,686 from 7,686
Change0 (0%)
Value$429.3K (+$14.1K)
Filed 2026-10-27
Ellis Investment Partners, LLC
INCREASED
Shares7,652 from 7,290
Change+362 (+5%)
Value$427.5K (+$33.7K)
Filed 2026-10-21
Facet Wealth, Inc.
INCREASED
Shares7,614 from 6,072
Change+1,542 (+25%)
Value$425.3K (+$97.3K)
Filed 2026-11-04
West Financial Advisors, LLC
INCREASED
Shares7,523 from 4,607
Change+2,916 (+63%)
Value$420.2K (+$171.4K)
Filed 2026-10-22
Huntleigh Advisors, Inc.
UNCHANGED
Shares7,473 from 7,473
Change0 (0%)
Value$417.4K (+$13.8K)
Filed 2026-11-03
Clayton Financial Group LLC
UNCHANGED
Shares7,428 from 7,428
Change0 (0%)
Value$414.9K (+$13.7K)
Filed 2026-10-13
Altfest L J & Co Inc
INCREASED
Shares7,360 from 7,193
Change+167 (+2%)
Value$411.1K (+$22.5K)
Filed 2026-10-27
Flagstar Securities, Inc
NEW
Shares7,335
Change+7,335
Value$409.7K
Filed 2026-10-15
Fortis Capital Advisors, LLC
INCREASED
Shares7,311 from 5,504
Change+1,807 (+33%)
Value$408.4K (+$111.1K)
Filed 2026-11-09
Belpointe Asset Management LLC
INCREASED
Shares7,311 from 5,504
Change+1,807 (+33%)
Value$408.4K (+$111.1K)
Filed 2026-11-09
RS Crum Inc.
UNCHANGED
Shares7,272 from 7,272
Change0 (0%)
Value$406.2K (+$13.4K)
Filed 2026-10-19
Goldstein Advisors, LLC
UNCHANGED
Shares7,116 from 7,116
Change0 (0%)
Value$397.5K (+$13.1K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares7,083 from 7,161
Change-78 (-1%)
Value$395.6K (+$8.8K)
Filed 2026-10-20
Ridgewood Investments LLC
INCREASED
Shares7,041 from 7,021
Change+20 (+0%)
Value$393.3K (+$14.0K)
Filed 2026-10-05
Matisse Capital
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$391.0K (+$12.9K)
Filed 2026-10-29
Parkside Financial Bank & Trust
DECREASED
Shares6,985 from 7,372
Change-387 (-5%)
Value$390.2K (-$8.1K)
Filed 2026-10-27
Flagstone Financial Management
UNCHANGED
Shares6,939 from 6,939
Change0 (0%)
Value$387.6K (+$12.8K)
Filed 2026-11-05
Greenleaf Trust
INCREASED
Shares6,872 from 6,234
Change+638 (+10%)
Value$383.9K (+$47.1K)
Filed 2026-10-29
Seaside Wealth Management, Inc.
INCREASED
Shares6,729 from 6,697
Change+32 (+0%)
Value$375.9K (+$14.1K)
Filed 2026-11-09
One Way Holdings LLC
UNCHANGED
Shares6,692 from 6,692
Change0 (0%)
Value$373.8K (+$12.3K)
Filed 2026-10-29
Prudent Investor Advisors, LLC
NEW
Shares6,640
Change+6,640
Value$370.9K
Filed 2026-10-22
Grant Street Asset Management, Inc.
INCREASED
Shares6,555 from 6,426
Change+129 (+2%)
Value$366.2K (+$19.1K)
Filed 2026-10-26
Everhart Financial Group, Inc.
INCREASED
Shares6,339 from 5,586
Change+753 (+13%)
Value$354.1K (+$52.3K)
Filed 2026-10-08
Daytona Street Capital LLC
UNCHANGED
Shares6,328 from 6,328
Change0 (0%)
Value$352.1K (+$1.3K)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares6,318 from 6,248
Change+70 (+1%)
Value$352.9K (+$15.4K)
Filed 2026-11-04
Flavin Financial Services, Inc.
DECREASED
Shares6,216 from 6,377
Change-161 (-3%)
Value$347.2K (+$2.7K)
Filed 2026-10-21
Gamma Investing LLC
UNCHANGED
Shares6,206 from 6,206
Change0 (0%)
Value$346.7K (+$11.4K)
Filed 2026-10-08
Tassel Capital Management, Inc.
DECREASED
Shares6,170 from 6,595
Change-425 (-6%)
Value$344.7K (-$11.6K)
Filed 2026-10-20
Busey Bank
UNCHANGED
Shares6,101 from 6,101
Change0 (0%)
Value$340.8K (+$11.2K)
Filed 2026-10-26
Atlas Private Wealth Advisors
INCREASED
Shares6,049 from 5,859
Change+190 (+3%)
Value$337.9K (+$21.4K)
Filed 2026-10-23
Tufton Capital Management
INCREASED
Shares6,047 from 4,290
Change+1,757 (+41%)
Value$337.0K (+$106.0K)
Filed 2026-10-20
Meridian Investment Counsel Inc.
UNCHANGED
Shares6,005 from 6,005
Change0 (0%)
Value$335.4K (+$11.0K)
Filed 2026-10-14
Ares Financial Consulting, LLC
DECREASED
Shares5,883 from 11,666
Change-5,783 (-50%)
Value$328.6K (-$301.6K)
Filed 2026-10-19
Grandfield & Dodd, LLC
UNCHANGED
Shares5,856 from 5,856
Change0 (0%)
Value$327.1K (+$10.8K)
Filed 2026-10-29
Noble Family Wealth, LLC
UNCHANGED
Shares5,842 from 5,842
Change0 (0%)
Value$326.3K (+$10.7K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares5,820 from 4,479
Change+1,341 (+30%)
Value$325.1K (+$83.1K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
NEW
Shares5,787
Change+5,787
Value$323.3K
Filed 2026-10-21
Renasant Bank
DECREASED
Shares5,742 from 6,160
Change-418 (-7%)
Value$320.7K (-$12.0K)
Filed 2026-11-05
Intrua Financial, LLC
UNCHANGED
Shares5,720 from 5,720
Change0 (0%)
Value$319.5K (+$10.5K)
Filed 2026-10-28
Quadrant Capital Group LLC
UNCHANGED
Shares5,699 from 5,699
Change0 (0%)
Value$319.2K (+$11.3K)
Filed 2026-10-20
KDK Private Wealth Management, LLC
UNCHANGED
Shares5,641 from 5,641
Change0 (0%)
Value$315.1K (+$10.4K)
Filed 2026-11-03
Entrewealth, LLC
UNCHANGED
Shares5,639 from 5,639
Change0 (0%)
Value$315.0K (-$10.1K)
Filed 2026-10-14
Wavvest Wealth LLC
NEW
Shares5,620
Change+5,620
Value$313.9K
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED
Shares5,563 from 5,540
Change+23 (+0%)
Value$310.8K (+$11.5K)
Filed 2026-11-05
Saxon Interests, Inc.
NEW
Shares5,382
Change+5,382
Value$300.6K
Filed 2026-10-26
Burton Enright Welch
NEW
Shares5,379
Change+5,379
Value$300.5K
Filed 2026-11-04
Cogent Private Wealth, Inc.
UNCHANGED
Shares5,326 from 5,326
Change0 (0%)
Value$297.5K (+$9.8K)
Filed 2026-11-06
DBK Financial Counsel, LLC
INCREASED
Shares5,315 from 5,045
Change+270 (+5%)
Value$296.9K (+$24.4K)
Filed 2026-10-13
FinDec Wealth Services, Inc.
DECREASED
Shares5,256 from 5,432
Change-176 (-3%)
Value$293.6K (+$157)
Filed 2026-10-30
Stirlingshire Investments, Inc.
DECREASED
Shares5,241 from 5,383
Change-142 (-3%)
Value$292.8K (+$2.0K)
Filed 2026-11-05
Global Trust Asset Management, LLC
DECREASED
Shares5,203 from 5,378
Change-175 (-3%)
Value$290.6K (+$120)
Filed 2026-10-19
Castleview Partners, LLC
DECREASED
Shares5,134 from 5,210
Change-76 (-1%)
Value$286.8K (+$5.3K)
Filed 2026-10-09
Sowell Financial Services LLC
DECREASED
Shares5,078 from 5,254
Change-176 (-3%)
Value$283.7K (-$133)
Filed 2026-10-23
Rockwood Wealth Management, LLC
UNCHANGED
Shares5,067 from 5,067
Change0 (0%)
Value$283.0K (+$9.3K)
Filed 2026-10-27
VestGen Advisors, LLC
DECREASED
Shares5,019 from 5,252
Change-233 (-4%)
Value$280.4K (-$3.4K)
Filed 2026-10-27
Csenge Advisory Group
INCREASED
Shares4,986 from 4,985
Change+1 (+0%)
Value$278.5K (+$9.2K)
Filed 2026-11-04
Jacobi Capital Management LLC
DECREASED
Shares4,949 from 4,971
Change-22 (0%)
Value$276.4K (+$7.9K)
Filed 2026-11-05
Leading Edge Financial Planning LLC
INCREASED
Shares4,887 from 4,886
Change+1 (+0%)
Value$273.0K (+$9.0K)
Filed 2026-10-23
Whitener Capital Management, Inc.
INCREASED
Shares4,876 from 4,580
Change+296 (+6%)
Value$272.4K (+$25.0K)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares4,859 from 4,859
Change0 (0%)
Value$271.4K (+$8.9K)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares4,843 from 3,543
Change+1,300 (+37%)
Value$270.5K (+$79.1K)
Filed 2026-11-06
Coldstream Capital Management Inc
UNCHANGED
Shares4,838 from 4,838
Change0 (0%)
Value$270.3K (+$8.9K)
Filed 2026-11-09
Investment Research & Advisory Group, Inc.
INCREASED
Shares4,831 from 2,234
Change+2,597 (+116%)
Value$269.8K (+$149.2K)
Filed 2026-10-19
Sensible Money, LLC
NEW
Shares4,784
Change+4,784
Value$267.2K
Filed 2026-10-20
Liberty Capital Management, Inc.
UNCHANGED
Shares4,731 from 4,731
Change0 (0%)
Value$264.3K (+$8.7K)
Filed 2026-11-02
Private Management Group Inc
INCREASED
Shares4,703 from 4,628
Change+75 (+2%)
Value$262.7K (+$12.7K)
Filed 2026-11-04
Briggs Wealth Management, Inc
NEW
Shares4,664
Change+4,664
Value$260.5K
Filed 2026-10-26
Tenzing Financial LLC
NEW
Shares4,660
Change+4,660
Value$260.9K
Filed 2026-11-03
Bell Bank
UNCHANGED
Shares4,646 from 4,646
Change0 (0%)
Value$259.5K (+$8.5K)
Filed 2026-10-21
Arcadia Wealth Management, LLC
DECREASED
Shares4,637 from 25,346
Change-20,709 (-82%)
Value$259.0K (-$1.1M)
Filed 2026-10-22
Quantum Financial Advisors, LLC
NEW
Shares4,582
Change+4,582
Value$256.0K
Filed 2026-11-03
Citrine Capital LLC
UNCHANGED
Shares4,548 from 4,548
Change0 (0%)
Value$254.1K (+$8.4K)
Filed 2026-10-14
Foundry Financial LLC
INCREASED
Shares4,526 from 4,455
Change+71 (+2%)
Value$252.8K (+$12.2K)
Filed 2026-10-16
Clarity Wealth Development LLC
UNCHANGED
Shares4,507 from 4,507
Change0 (0%)
Value$251.8K (+$8.3K)
Filed 2026-10-22
Roble, Belko & Company, Inc
UNCHANGED
Shares4,489 from 4,489
Change0 (0%)
Value$251.0K (+$9.0K)
Filed 2026-11-09
Towneley Capital Management, Inc / de
INCREASED
Shares4,462 from 4,440
Change+22 (+1%)
Value$249.2K (+$9.4K)
Filed 2026-10-09
Allegheny Financial Group
INCREASED
Shares4,442 from 3,792
Change+650 (+17%)
Value$248.1K (+$43.3K)
Filed 2026-11-05
CWS Financial Advisors, LLC
DECREASED
Shares4,399 from 4,768
Change-369 (-8%)
Value$245.7K (-$11.8K)
Filed 2026-10-16
180 Wealth Advisors, LLC
INCREASED
Shares4,313 from 4,252
Change+61 (+1%)
Value$240.9K (+$11.2K)
Filed 2026-11-03
Legacy Advisors, LLC
NEW
Shares4,304
Change+4,304
Value$240.4K
Filed 2026-10-19
Summit Wealth Group, LLC
DECREASED
Shares4,302 from 4,329
Change-27 (-1%)
Value$240.3K (+$6.4K)
Filed 2026-11-09
Websterrogers Financial Advisors, LLC
DECREASED
Shares4,282 from 4,437
Change-155 (-3%)
Value$239.2K (-$494)
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares4,273 from 4,273
Change0 (0%)
Value$238.7K (+$7.9K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares4,265 from 5,158
Change-893 (-17%)
Value$238.2K (-$40.4K)
Filed 2026-10-15
Vestment Financial LLC
NEW
Shares4,263
Change+4,263
Value$234.8K
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares4,254 from 4,438
Change-184 (-4%)
Value$237.6K (-$16.4K)
Filed 2026-10-26
Apollon Wealth Management, LLC
INCREASED
Shares4,212 from 3,709
Change+503 (+14%)
Value$235.3K (+$34.9K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares4,163 from 4,363
Change-200 (-5%)
Value$232.5K (-$3.1K)
Filed 2026-10-26
Rinkey Investments
UNCHANGED
Shares4,147 from 4,147
Change0 (0%)
Value$231.7K (+$7.6K)
Filed 2026-10-28
Cooke Wealth Management, LLC
DECREASED
Shares4,141 from 4,375
Change-234 (-5%)
Value$231.3K (-$5.0K)
Filed 2026-10-13
Caldwell Trust Co
UNCHANGED
Shares4,134 from 4,134
Change0 (0%)
Value$230.9K (+$7.6K)
Filed 2026-10-30
3 Factor Indexing, LLC
UNCHANGED
Shares4,083 from 4,083
Change0 (0%)
Value$228.1K (+$7.5K)
Filed 2026-10-15
Marino, Stram & Associates LLC
UNCHANGED
Shares4,047 from 4,047
Change0 (0%)
Value$226.1K (+$7.4K)
Filed 2026-10-22
Naples Global Advisors, LLC
UNCHANGED
Shares4,034 from 4,034
Change0 (0%)
Value$225.3K (+$7.4K)
Filed 2026-11-05
Level Wealth Management LLC
DECREASED
Shares3,977 from 4,338
Change-361 (-8%)
Value$222.2K (-$12.2K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares3,971 from 3,971
Change0 (0%)
Value$221.8K (+$7.3K)
Filed 2026-10-20
Trek Financial, LLC
NEW
Shares3,961
Change+3,961
Value$221.3K
Filed 2026-10-29
Concord Wealth Partners
DECREASED
Shares3,915 from 5,875
Change-1,960 (-33%)
Value$218.7K (-$98.7K)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares3,892 from 2,584
Change+1,308 (+51%)
Value$217.4K (+$77.9K)
Filed 2026-11-06
Freedom Investment Management, Inc.
DECREASED
Shares3,872 from 42,025
Change-38,153 (-91%)
Value$216.3K (-$2.1M)
Filed 2026-11-09
Orgel Wealth Management, LLC
DECREASED
Shares3,825 from 3,868
Change-43 (-1%)
Value$213.7K (+$4.7K)
Filed 2026-10-14
Life Planning Partners, Inc
UNCHANGED
Shares3,811 from 3,811
Change0 (0%)
Value$212.9K (+$7.0K)
Filed 2026-10-28
CGN Advisors LLC
DECREASED
Shares3,800 from 4,133
Change-333 (-8%)
Value$212.3K (-$11.0K)
Filed 2026-10-21
Vawter Financial, Ltd.
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$212.3K (+$7.0K)
Filed 2026-11-10
MBL Wealth, LLC
UNCHANGED
Shares3,790 from 3,790
Change0 (0%)
Value$211.7K (+$7.0K)
Filed 2026-10-22
BNB Wealth Management, LLC
NEW
Shares3,773
Change+3,773
Value$210.8K
Filed 2026-10-28
Winebrenner Capital Management LLC
DECREASED
Shares3,771 from 4,102
Change-331 (-8%)
Value$210.6K (-$10.9K)
Filed 2026-10-07
Allied Investment Advisors, LLC
UNCHANGED
Shares3,752 from 3,752
Change0 (0%)
Value$209.6K (+$6.9K)
Filed 2026-10-13
Avion Wealth
DECREASED
Shares3,747 from 5,140
Change-1,393 (-27%)
Value$209.0K (-$68.0K)
Filed 2026-11-04
Fisher Asset Management, LLC
NEW
Shares3,711
Change+3,711
Value$207.3K
Filed 2026-11-06
Patten & Patten Inc
NEW
Shares3,695
Change+3,695
Value$206.4K
Filed 2026-10-26
KPP Advisory Services LLC
NEW
Shares3,662
Change+3,662
Value$204.6K
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
NEW
Shares3,605
Change+3,605
Value$201.4K
Filed 2026-10-21
Scratch Capital LLC
NEW
Shares3,590
Change+3,590
Value$200.5K
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
NEW
Shares3,582
Change+3,582
Value$200.1K
Filed 2026-10-23
City Holding Co
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$184.3K (+$6.1K)
Filed 2026-10-19
True Wealth Design, LLC
UNCHANGED
Shares3,016 from 3,016
Change0 (0%)
Value$168.5K (+$5.5K)
Filed 2026-10-13
TFC Financial Management, Inc.
INCREASED
Shares2,680 from 2,666
Change+14 (+1%)
Value$149.7K (+$5.6K)
Filed 2026-10-26
Colony Family Offices, LLC
NEW
Shares2,576
Change+2,576
Value$143.9K
Filed 2026-10-22
Portfolio Resources Advisor Group, Inc.
NEW
Shares2,553
Change+2,553
Value$142.6K
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,457 from 701
Change+1,756 (+251%)
Value$104.0K (+$99.0K)
Filed 2026-11-04
Angeles Wealth Management, LLC
DECREASED
Shares2,404 from 4,594
Change-2,190 (-48%)
Value$134.3K (-$113.9K)
Filed 2026-10-26
BankChampaign, National Association
DECREASED
Shares2,351 from 2,451
Change-100 (-4%)
Value$131.3K (-$1.1K)
Filed 2026-10-19
Dogwood Wealth Management LLC
DECREASED
Shares2,229 from 2,366
Change-137 (-6%)
Value$124.5K (-$3.3K)
Filed 2026-11-09
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,224 from 2,224
Change0 (0%)
Value$124.2K (+$4.1K)
Filed 2026-10-23
DecisionPoint Financial, LLC
INCREASED
Shares2,157 from 1,650
Change+507 (+31%)
Value$118.9K (+$29.8K)
Filed 2026-10-27
Godfrey Financial Associates, Inc.
INCREASED
Shares2,119 from 1,496
Change+623 (+42%)
Value$118.4K (+$37.6K)
Filed 2026-11-10
Central Trust Co
DECREASED
Shares1,971 from 2,987
Change-1,016 (-34%)
Value$110.1K (-$51.3K)
Filed 2026-11-05
Thompson Investment Management, Inc.
UNCHANGED
Shares1,963 from 1,963
Change0 (0%)
Value$109.7K (+$3.6K)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares1,916 from 1,916
Change0 (0%)
Value$107.0K (+$3.5K)
Filed 2026-10-15
Jnba Financial Advisors
INCREASED
Shares1,875 from 1,388
Change+487 (+35%)
Value$104.7K (+$29.8K)
Filed 2026-11-03
Investors Research Corp
NEW
Shares1,853
Change+1,853
Value$103.5K
Filed 2026-10-07
Retirement Wealth Solutions LLC
UNCHANGED
Shares1,849 from 1,849
Change0 (0%)
Value$103.3K (+$3.4K)
Filed 2026-10-07
Hickory Point Bank & Trust
UNCHANGED
Shares1,792 from 1,792
Change0 (0%)
Value$100.1K (+$3.3K)
Filed 2026-10-01
Farmers & Merchants Investments Inc
NEW
Shares1,713
Change+1,713
Value$95.7K
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,469 from 1,469
Change0 (0%)
Value$82.1K (+$2.7K)
Filed 2026-10-27
Register Financial Advisors LLC
UNCHANGED
Shares1,455 from 1,455
Change0 (0%)
Value$81.3K (+$2.7K)
Filed 2026-10-23
SYM Financial Corp
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$80.7K (+$2.7K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$79.0K (+$78.9K)
Filed 2026-10-27
Bokf, NA
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$78.5K (+$2.6K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
DECREASED
Shares1,375 from 1,653
Change-278 (-17%)
Value$76.8K (-$12.5K)
Filed 2026-10-21
Paladin Advisory Group, LLC
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$74.6K (+$2.5K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$70.7K (+$2.3K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$68.7K (+$2.3K)
Filed 2026-10-13
American Capital Advisory, LLC
INCREASED
Shares1,136 from 1,124
Change+12 (+1%)
Value$63.5K (+$2.7K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,078 from 1,045
Change+33 (+3%)
Value$60.2K (+$3.8K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares1,022 from 1,017
Change+5 (+0%)
Value$57.1K (+$2.2K)
Filed 2026-10-15
Gables Capital Management Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$55.9K (+$1.8K)
Filed 2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$55.5K (+$1.8K)
Filed 2026-11-03
Prudent Man Investment Management, Inc.
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$54.2K (+$5.8K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares958 from 400
Change+558 (+140%)
Value$53.5K (+$31.9K)
Filed 2026-11-04
Private Wealth Management Group, LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$50.5K (+$1.7K)
Filed 2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares864
Change+864
Value$48.3K
Filed 2026-10-28
Redwood Park Advisors LLC
INCREASED
Shares720 from 717
Change+3 (+0%)
Value$40.2K (+$1.5K)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares686
Change+686
Value$38.3K
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares607 from 607
Change0 (0%)
Value$33.9K (+$1.1K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$32.2K (+$1.1K)
Filed 2026-11-02
Kingdom Financial Group Llc.
NEW
Shares573
Change+573
Value$32.0K
Filed 2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$31.3K (+$1.0K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$30.7K (+$1.0K)
Filed 2026-10-22
Horizon Financial Services, LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$27.4K (+$903)
Filed 2026-11-04
Creative Capital Management Investments LLC
NEW
Shares483
Change+483
Value$27.0K
Filed 2026-10-28
Transce3nd, LLC
DECREASED
Shares449 from 512
Change-63 (-12%)
Value$25.4K (-$3.0K)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
NEW
Shares436
Change+436
Value$24.4K
Filed 2026-10-30
Catherine Avery Investment Management LLC
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$24.4K (+$802)
Filed 2026-10-14
Guardian Partners Inc.
INCREASED
Shares406 from 100
Change+306 (+306%)
Value$22.7K (+$17.3K)
Filed 2026-10-21
Abound Wealth Management
DECREASED
Shares402 from 462
Change-60 (-13%)
Value$22.4K (-$2.5K)
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$20.9K (+$700)
Filed 2026-10-26
Hantz Financial Services, Inc.
DECREASED
Shares334 from 1,288
Change-954 (-74%)
Value$19 (-$70.0K)
Filed 2026-11-09
Chapman Financial Group, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$18.4K (+$607)
Filed 2026-10-26
Key Capital Management, Inc
NEW
Shares309
Change+309
Value$17.3K
Filed 2026-11-03
Montag A & Associates Inc
INCREASED
Shares281 from 47
Change+234 (+498%)
Value$15.7K (+$13.2K)
Filed 2026-10-29
Fairway Wealth LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$14.7K (+$484)
Filed 2026-10-30
Trust Co of Toledo NA
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$14.3K (+$471)
Filed 2026-10-16
Cranbrook Wealth Management, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$12.5K (+$410)
Filed 2026-10-28
Hara Capital LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.2K (+$368)
Filed 2026-10-30
Trust Co of Vermont
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$10.9K (+$361)
Filed 2026-10-21
Godsey & Gibb, Inc
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$10.1K (+$333)
Filed 2026-10-14
Elevation Wealth Partners, LLC
INCREASED
Shares171 from 170
Change+1 (+1%)
Value$9.5K (+$360)
Filed 2026-10-07
Highline Wealth Partners LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$9.2K (+$304)
Filed 2026-10-19
Signature Resources Capital Management, LLC
DECREASED
Shares163 from 303
Change-140 (-46%)
Value$9.1K (-$7.3K)
Filed 2026-10-16
Breakwater Investment Management
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$8.1K (+$267)
Filed 2026-10-20
Simplex Trading, LLC
DECREASED
Shares138 from 1,290
Change-1,152 (-89%)
Value$7.7K (-$62.0K)
Filed 2026-11-04
First Community Trust NA
DECREASED
Shares133 from 1,287
Change-1,154 (-90%)
Value$7.4K (-$62.1K)
Filed 2026-10-07
Tounjian Advisory Partners, LLC
INCREASED
Shares130 from 129
Change+1 (+1%)
Value$7.2K (+$272)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares118 from 117
Change+1 (+1%)
Value$6.6K (+$242)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$6.1K (+$202)
Filed 2026-10-20
CX Institutional
DECREASED
Shares94 from 903
Change-809 (-90%)
Value$5 (-$44)
Filed 2026-10-02
Blue Trust, Inc.
NEW
Shares84
Change+84
Value$4.7K
Filed 2026-10-15
Strive Financial Group,LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$3.5K (+$116)
Filed 2026-11-09
GoalVest Advisory LLC
NEW
Shares39
Change+39
Value$2.2K
Filed 2026-10-02
Trust Co
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.0K (+$64)
Filed 2026-10-09
Golden State Wealth Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.7K (+$55)
Filed 2026-11-02
Lanark Financial, Inc.
NEW
Shares26
Change+26
Value$1.5K
Filed 2026-10-26
Signature Equity Partners, LLC
NEW
Shares17
Change+17
Value$950
Filed 2026-10-29
Citizens National Bank Trust Department
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$447 (+$15)
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$335 (+$11)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$279 (+$9)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$168 (+$114)
Filed 2026-11-04
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 41,723
Change-41,723 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-07
Sunesis Advisors, LLC
CLOSED
Shares0 from 16,314
Change-16,314 (-100%)
Value$0 (-$881.3K)
Filed 2026-10-26
Five Oceans Advisors
CLOSED
Shares0 from 9,009
Change-9,009 (-100%)
Value$0 (-$486.7K)
Filed 2026-10-22
Wolfstich Capital, LLC
CLOSED
Shares0 from 6,771
Change-6,771 (-100%)
Value$0 (-$371.5K)
Filed 2026-10-14
PFG Advisors
CLOSED
Shares0 from 6,582
Change-6,582 (-100%)
Value$0 (-$355.6K)
Filed 2026-10-16
Intentional Wealth Strategies, LLC
CLOSED
Shares0 from 4,986
Change-4,986 (-100%)
Value$0 (-$269.3K)
Filed 2026-11-09
Aprio Wealth Management, LLC
CLOSED
Shares0 from 4,185
Change-4,185 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-28
Independent Financial Group, LLC
CLOSED
Shares0 from 4,174
Change-4,174 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-13
Accurate Wealth Management, LLC
CLOSED
Shares0 from 3,793
Change-3,793 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,116
Change-1,116 (-100%)
Value$0 (-$60.3K)
Filed 2026-10-15
Arlington Trust Co LLC
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$54.6K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 748
Change-748 (-100%)
Value$0 (-$40.4K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 655
Change-655 (-100%)
Value$0 (-$36.8K)
Filed 2026-10-16
Chilton Capital Management LLC
CLOSED
Shares0 from 551
Change-551 (-100%)
Value$0 (-$29.8K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 254
Change-254 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-26
American National Bank & Trust
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-15
Merrithew & Thorsten Inc
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$5)
Filed 2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$4)
Filed 2026-10-14
Archer Investment Corp
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-05
NorthAvenue LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-29
Nfsg Corp
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$972)
Filed 2026-10-15
Birchwood Financial Partners, Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$810)
Filed 2026-11-02
Northwestern Mutual Wealth Management Co
N/A
Shares— from 33,545,101
Change-33,545,101 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 23,955,107
Change-23,955,107 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,198,028
Change-17,198,028 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,199,022
Change-9,199,022 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,239,321
Change-7,239,321 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,930,567
Change-5,930,567 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,084,560
Change-5,084,560 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,684,862
Change-4,684,862 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,834,628
Change-3,834,628 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,631,961
Change-3,631,961 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,479,895
Change-3,479,895 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,448,827
Change-2,448,827 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,998,100
Change-1,998,100 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,965,098
Change-1,965,098 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,918,032
Change-1,918,032 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 1,745,668
Change-1,745,668 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,610,229
Change-1,610,229 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,543,806
Change-1,543,806 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,306,543
Change-1,306,543 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,245,108
Change-1,245,108 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,217,842
Change-1,217,842 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,144,454
Change-1,144,454 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,083,909
Change-1,083,909 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 950,337
Change-950,337 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 940,947
Change-940,947 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 873,528
Change-873,528 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 858,805
Change-858,805 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 839,208
Change-839,208 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 820,043
Change-820,043 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 730,191
Change-730,191 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 701,432
Change-701,432 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 673,128
Change-673,128 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 616,504
Change-616,504 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 610,701
Change-610,701 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 579,199
Change-579,199 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 574,462
Change-574,462 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 531,033
Change-531,033 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 513,667
Change-513,667 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 456,692
Change-456,692 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 451,840
Change-451,840 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 429,826
Change-429,826 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 424,299
Change-424,299 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 414,285
Change-414,285 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 399,195
Change-399,195 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 396,571
Change-396,571 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 384,826
Change-384,826 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 382,231
Change-382,231 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 363,849
Change-363,849 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 360,198
Change-360,198 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 356,869
Change-356,869 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 341,670
Change-341,670 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 332,782
Change-332,782 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 332,152
Change-332,152 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 330,182
Change-330,182 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 302,192
Change-302,192 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 297,894
Change-297,894 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 295,758
Change-295,758 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 284,593
Change-284,593 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 280,259
Change-280,259 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 274,682
Change-274,682 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 274,106
Change-274,106 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 265,877
Change-265,877 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 265,857
Change-265,857 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 263,051
Change-263,051 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 248,725
Change-248,725 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 247,904
Change-247,904 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 216,884
Change-216,884 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 210,265
Change-210,265 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 198,674
Change-198,674 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 198,381
Change-198,381 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 195,764
Change-195,764 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 195,742
Change-195,742 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 187,707
Change-187,707 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 162,189
Change-162,189 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 157,924
Change-157,924 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 153,038
Change-153,038 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 152,208
Change-152,208 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 152,164
Change-152,164 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 137,253
Change-137,253 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 131,839
Change-131,839 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 131,564
Change-131,564 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 131,563
Change-131,563 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 124,517
Change-124,517 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 122,491
Change-122,491 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 122,378
Change-122,378 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 119,178
Change-119,178 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 117,382
Change-117,382 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 111,428
Change-111,428 (-100%)
Value—
Commerce Bank
N/A
Shares— from 107,647
Change-107,647 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 107,354
Change-107,354 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 106,405
Change-106,405 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 104,480
Change-104,480 (-100%)
Value—
FMR LLC
N/A
Shares— from 104,030
Change-104,030 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 101,634
Change-101,634 (-100%)
Value—
Betterment LLC
N/A
Shares— from 99,071
Change-99,071 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 98,123
Change-98,123 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 95,902
Change-95,902 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 94,801
Change-94,801 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 94,567
Change-94,567 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 92,617
Change-92,617 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 91,102
Change-91,102 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 89,682
Change-89,682 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 84,584
Change-84,584 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 80,607
Change-80,607 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 80,389
Change-80,389 (-100%)
Value—
&partners
N/A
Shares— from 79,274
Change-79,274 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 74,583
Change-74,583 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 74,062
Change-74,062 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 73,647
Change-73,647 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 73,425
Change-73,425 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 70,678
Change-70,678 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 67,622
Change-67,622 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 61,277
Change-61,277 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 57,155
Change-57,155 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 56,436
Change-56,436 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 54,293
Change-54,293 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 52,939
Change-52,939 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 49,974
Change-49,974 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 49,342
Change-49,342 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 49,118
Change-49,118 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 48,859
Change-48,859 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 48,515
Change-48,515 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 47,333
Change-47,333 (-100%)
Value—
Boston Partners
N/A
Shares— from 46,889
Change-46,889 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 45,467
Change-45,467 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 45,008
Change-45,008 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 43,739
Change-43,739 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 43,144
Change-43,144 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 40,119
Change-40,119 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 40,008
Change-40,008 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 39,895
Change-39,895 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 38,926
Change-38,926 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 38,137
Change-38,137 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 38,103
Change-38,103 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 37,585
Change-37,585 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 37,334
Change-37,334 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 35,620
Change-35,620 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 35,020
Change-35,020 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 34,690
Change-34,690 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 34,108
Change-34,108 (-100%)
Value—
CSS LLC
N/A
Shares— from 33,970
Change-33,970 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 32,687
Change-32,687 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 30,769
Change-30,769 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 30,418
Change-30,418 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 30,008
Change-30,008 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 29,940
Change-29,940 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 29,763
Change-29,763 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 29,516
Change-29,516 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 28,777
Change-28,777 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 27,717
Change-27,717 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 27,285
Change-27,285 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 27,245
Change-27,245 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 26,918
Change-26,918 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 25,732
Change-25,732 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 22,848
Change-22,848 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 22,729
Change-22,729 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 21,749
Change-21,749 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 21,605
Change-21,605 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 21,236
Change-21,236 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 21,043
Change-21,043 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 20,908
Change-20,908 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 20,668
Change-20,668 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 20,160
Change-20,160 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 20,004
Change-20,004 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 19,733
Change-19,733 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 19,432
Change-19,432 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 19,201
Change-19,201 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 18,783
Change-18,783 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 18,747
Change-18,747 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 18,403
Change-18,403 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 18,296
Change-18,296 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 18,040
Change-18,040 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17,843
Change-17,843 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 17,199
Change-17,199 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,014
Change-17,014 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 16,551
Change-16,551 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 15,911
Change-15,911 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 15,459
Change-15,459 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 15,380
Change-15,380 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 14,802
Change-14,802 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 14,680
Change-14,680 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,109
Change-14,109 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 13,767
Change-13,767 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 13,742
Change-13,742 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 13,573
Change-13,573 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 12,772
Change-12,772 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,625
Change-12,625 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 12,208
Change-12,208 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 12,177
Change-12,177 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 11,820
Change-11,820 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 11,483
Change-11,483 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 11,288
Change-11,288 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 11,009
Change-11,009 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,742
Change-10,742 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 10,674
Change-10,674 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 10,381
Change-10,381 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 10,353
Change-10,353 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 10,272
Change-10,272 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 10,110
Change-10,110 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,766
Change-9,766 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 9,670
Change-9,670 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 9,657
Change-9,657 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 9,171
Change-9,171 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 9,157
Change-9,157 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,676
Change-8,676 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,519
Change-8,519 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 8,358
Change-8,358 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 8,320
Change-8,320 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 8,167
Change-8,167 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 8,108
Change-8,108 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 7,681
Change-7,681 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 7,305
Change-7,305 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 7,015
Change-7,015 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 6,838
Change-6,838 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,641
Change-6,641 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,591
Change-6,591 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,302
Change-6,302 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,924
Change-5,924 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,899
Change-5,899 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,571
Change-5,571 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,394
Change-5,394 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,820
Change-4,820 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 4,315
Change-4,315 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 995
Change-995 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 942
Change-942 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 853
Change-853 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 615
Change-615 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 532
Change-532 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 500
Change-500 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 398
Change-398 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 348
Change-348 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 313
Change-313 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 225
Change-225 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 46
Change-46 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 0
Change0
Value—
Logan Capital Management Inc
N/A
Shares— from 0
Change0
Value—
Status
PNC Financial Services Group, Inc.
INCREASED17,816,70917,201,811+614,898+4%$929.2M$995.2M+$66.0M2026-11-06
Savant Capital, LLC
INCREASED12,178,72010,548,529+1,630,191+15%$574.1M$680.3M+$106.2M2026-11-06
Farther Finance Advisors, LLC
INCREASED4,992,5744,713,116+279,458+6%$254.6M$278.9M+$24.3M2026-10-08
Plancorp, LLC
INCREASED3,901,2623,765,351+135,911+4%$208.3M$219.8M+$11.5M2026-11-03
Index Fund Advisors, Inc.
DECREASED3,574,5743,590,153-15,5790%$193.9M$199.7M+$5.7M2026-11-05
HighTower Advisors, LLC
INCREASED3,406,1083,392,299+13,809+0%$183.3M$190.3M+$7.0M2026-11-10
Creative Planning
INCREASED3,395,5213,381,003+14,518+0%$182.6M$189.7M+$7.0M2026-11-02
LPL Financial LLC
INCREASED2,951,9172,748,495+203,422+7%$148.5M$164.9M+$16.4M2026-11-06
Foster Group, Inc.
DECREASED2,891,2542,937,971-46,717-2%$158.7M$161.5M+$2.8M2026-10-13
Kestra Investment Management, LLC
INCREASED2,621,3472,576,518+44,829+2%$139.2M$146.4M+$7.2M2026-11-04
Modera Wealth Management, LLC
DECREASED2,286,7592,306,071-19,312-1%$124.6M$127.7M+$3.2M2026-10-28
Confluence Wealth Services, Inc.
INCREASED2,243,5802,072,260+171,320+8%$111.9M$125.3M+$13.4M2026-11-05
Apella Capital, LLC
INCREASED2,083,5621,943,050+140,512+7%$107.4M$115.0M+$7.7M2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,849,1661,835,877+13,289+1%$99.2M$103.3M+$4.1M2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED1,748,1281,450,974+297,154+20%$80.4M$96.6M+$16.2M2026-10-13
TCI Wealth Advisors, Inc.
DECREASED1,723,5001,786,134-62,634-4%$96.5M$96.3M-$212.2K2026-10-30
Choreo, LLC
INCREASED1,495,6381,477,472+18,166+1%$79.8M$83.5M+$3.7M2026-10-28
Wealth Management Nebraska
INCREASED1,467,2881,416,453+50,835+4%$76.5M$82.0M+$5.4M2026-10-26
Evanson Financial, LLC
DECREASED1,404,6801,430,696-26,016-2%$77.3M$78.5M+$1.2M2026-10-23
Falcon Wealth Planning
INCREASED1,355,6791,291,418+64,261+5%$69.8M$75.7M+$6.0M2026-11-06
Root Financial Partners, LLC
INCREASED1,295,3191,179,895+115,424+10%$63.7M$72.4M+$8.6M2026-10-21
Vise Technologies, Inc.
INCREASED1,294,0031,183,164+110,839+9%$63.9M$72.3M+$8.4M2026-10-29
Kestra Advisory Services, LLC
INCREASED1,232,641570,476+662,165+116%$30.8M$68.9M+$38.0M2026-11-02
Dixon Fnancial Services, Inc.
DECREASED1,212,5551,233,662-21,107-2%$66.6M$67.7M+$1.1M2026-10-23
Earned Wealth Advisors, LLC
INCREASED1,176,2701,163,317+12,953+1%$62.8M$65.7M+$2.9M2026-11-06
SAX Wealth Advisors, LLC
INCREASED1,138,487943,741+194,746+21%$49.8M$63.6M+$13.8M2026-10-13
Petersen Hastings Wealth Advisors Inc.
INCREASED1,117,7811,101,723+16,058+1%$59.5M$62.4M+$2.9M2026-10-27
True Link Financial Advisors, LLC
DECREASED1,105,8001,105,949-1490%$59.7M$61.8M+$2.0M2026-10-27
Washington Trust Bank
DECREASED1,042,2181,058,522-16,304-2%$57.2M$58.2M+$1.0M2026-11-03
Maseco LLP
DECREASED989,5891,003,214-13,625-1%$54.2M$55.3M+$1.1M2026-10-27
Verus Financial Partners, Inc.
DECREASED853,987860,998-7,011-1%$46.5M$47.7M+$1.2M2026-10-29
Eclectic Associates Inc
INCREASED852,853827,730+25,123+3%$44.7M$47.6M+$2.9M2026-10-09
Landaas & Co
INCREASED822,636756,140+66,496+9%$40.8M$46.0M+$5.1M2026-10-29
Fiduciary Financial Group, LLC
INCREASED782,473681,788+100,685+15%$36.8M$43.7M+$6.9M2026-10-13
Wealth Architects, LLC
INCREASED730,133707,134+22,999+3%$38.2M$40.8M+$2.6M2026-11-03
Quent Capital, LLC
INCREASED725,989658,997+66,992+10%$35.6M$40.7M+$5.1M2026-11-09
McGlone Suttner Wealth Management, Inc.
INCREASED704,178703,455+723+0%$38.0M$39.3M+$1.3M2026-10-13
Truist Financial Corp
INCREASED702,097668,302+33,795+5%$36.1M$39.2M+$3.1M2026-10-30
Willow Creek Wealth Management Inc.
DECREASED688,219693,499-5,280-1%$37.5M$38.4M+$981.1K2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED674,200674,823-6230%$36.5M$37.7M+$1.2M2026-10-13
Hudock, Inc.
DECREASED669,412673,584-4,172-1%$36.4M$37.4M+$1.0M2026-10-14
Trinity Financial Advisors LLC
DECREASED666,684668,402-1,7180%$36.1M$37.2M+$1.1M2026-10-09
Three Arch Wealth Management LLC
DECREASED599,384602,821-3,437-1%$32.6M$33.5M+$917.2K2026-10-20
B&D White Capital Company, LLC
DECREASED587,074587,103-290%$31.7M$32.8M+$1.1M2026-11-02
Sachem Hill LLC
INCREASED573,645566,016+7,629+1%$30.6M$32.0M+$1.5M2026-10-14
McMill Wealth Management
NEW548,912—+548,912——$30.7M—2026-11-05
Allworth Financial LP
INCREASED526,401507,224+19,177+4%$27.4M$28.4M+$1.0M2026-11-06
Acropolis Investment Management, LLC
DECREASED509,494509,898-4040%$27.5M$28.5M+$915.6K2026-10-08
Factor Wealth Management LTD
DECREASED488,379500,179-11,800-2%$27.0M$27.3M+$261.2K2026-10-08
M Holdings Securities, Inc.
INCREASED444,235438,482+5,753+1%$23.7M$25.1M+$1.4M2026-11-03
Bayshore Asset Management, LLC
DECREASED432,332439,280-6,948-2%$23.7M$24.0M+$238.5K2026-11-03
Wescott Financial Advisory Group, LLC
INCREASED426,526418,590+7,936+2%$22.6M$23.8M+$1.2M2026-11-09
Vestia Personal Wealth Advisors
INCREASED426,359398,814+27,545+7%$21.5M$23.8M+$2.3M2026-10-20
Disciplined Equity Management, Inc.
DECREASED410,896413,227-2,331-1%$22.3M$23.0M+$630.1K2026-10-14
Squire Investment Management Company, LLC
DECREASED407,519412,587-5,068-1%$22.3M$22.8M+$476.1K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED393,561346,548+47,013+14%$18.7M$22.0M+$3.3M2026-11-02
First Command Advisory Services, Inc.
DECREASED390,313449,915-59,602-13%$24.3M$21.8M-$2.5M2026-11-05
Commonwealth Equity Services, LLC
DECREASED383,926401,959-18,033-4%$21.7M$21.4M-$267.7K2026-11-02
Navigoe, LLC
DECREASED380,351382,374-2,023-1%$20.7M$21.2M+$591.0K2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED372,724377,359-4,635-1%$20.4M$20.8M+$435.4K2026-10-09
Forum Financial Management, LP
DECREASED369,340372,555-3,215-1%$20.1M$20.6M+$505.9K2026-10-16
CFS Investment Advisory Services, LLC
DECREASED358,242360,811-2,569-1%$19.8M$20.0M+$235.2K2026-10-19
Allen Wealth Management, LLC
INCREASED350,007324,395+25,612+8%$17.5M$19.6M+$2.0M2026-10-29
ShankerValleau Wealth Advisors, Inc.
DECREASED349,961364,529-14,568-4%$19.7M$19.5M-$143.0K2026-10-16
Cowa, LLC
DECREASED348,844432,023-83,179-19%$23.3M$19.5M-$3.9M2026-10-30
McLean Asset Management Corp
DECREASED348,112353,172-5,060-1%$20.2M$19.6M-$599.6K2026-11-06
Meritas Wealth Management, LLC
INCREASED346,777345,878+899+0%$18.7M$19.4M+$686.6K2026-10-14
BlueSky Wealth Advisors, LLC
INCREASED346,456323,303+23,153+7%$17.5M$19.4M+$1.9M2026-10-29
Valued Wealth Advisors LLC
INCREASED343,64682,598+261,048+316%$4.5M$19.2M+$14.7M2026-11-05
Shearwater Capital LLC
DECREASED341,011342,478-1,4670%$18.5M$19.0M+$548.2K2026-10-13
Prism Advisors, Inc.
DECREASED337,438374,012-36,574-10%$20.2M$18.7M-$1.6M2026-10-09
Apeiron RIA LLC
DECREASED327,127327,900-7730%$17.7M$18.0M+$314.8K2026-10-08
Sterling Financial Planning, Inc.
INCREASED311,045310,296+749+0%$16.8M$17.4M+$612.8K2026-10-28
EnRich Financial Partners LLC
DECREASED310,173313,114-2,941-1%$16.9M$17.3M+$411.9K2026-10-21
Fonville Wealth Management LLC
INCREASED304,397303,321+1,076+0%$16.4M$17.0M+$618.2K2026-10-28
Peirce Capital Management, LLC
DECREASED294,270296,414-2,144-1%$16.0M$16.4M+$425.7K2026-10-19
Embree Financial Group
DECREASED292,601307,632-15,031-5%$16.6M$16.3M-$273.6K2026-10-22
JDH Wealth Management, LLC
INCREASED289,356287,818+1,538+1%$15.5M$16.2M+$615.5K2026-10-20
Mraz, Amerine & Associates, Inc.
INCREASED275,284274,258+1,026+0%$14.8M$15.4M+$562.0K2026-10-30
Destiny Wealth Partners, LLC
INCREASED273,749239,939+33,810+14%$13.7M$15.4M+$1.7M2026-11-05
Elevate Wealth Advisory, Inc
INCREASED265,622254,738+10,884+4%$13.8M$14.8M+$1.1M2026-10-29
Capstone Wealth Management, LLC
DECREASED257,705261,831-4,126-2%$14.1M$14.4M+$251.3K2026-11-02
Lauterbach Financial Advisors, LLC
DECREASED257,239259,530-2,291-1%$14.0M$14.4M+$349.5K2026-10-21
Axxcess Wealth Management, LLC
INCREASED256,280247,434+8,846+4%$13.4M$14.3M+$949.4K2026-10-21
Trademark Financial Management, LLC
INCREASED251,102237,066+14,036+6%$12.8M$14.0M+$1.2M2026-10-23
Werba Rubin Papier Wealth Management
INCREASED251,006249,131+1,875+1%$13.5M$14.0M+$563.2K2026-11-06
Guardian Wealth Management, LLC
DECREASED249,465256,328-6,863-3%$13.8M$13.9M+$88.3K2026-10-14
Robinswood Financial LLC
DECREASED245,281254,698-9,417-4%$13.8M$13.7M-$25.5K2026-10-20
SeedSafe Financial LLC
INCREASED245,018231,864+13,154+6%$12.5M$13.7M+$1.2M2026-11-02
Monograph Wealth Advisors, LLC
INCREASED241,241241,227+14+0%$13.0M$13.5M+$444.7K2026-11-09
Cardiff Park Advisors, LLC
INCREASED239,494231,483+8,011+3%$12.5M$13.4M+$873.4K2026-11-09
Able Financial Group, LLC
INCREASED233,674220,204+13,470+6%$11.9M$13.1M+$1.2M2026-10-14
Valmark Advisers, Inc.
INCREASED230,506207,176+23,330+11%$11.2M$12.9M+$1.7M2026-11-06
DiNuzzo Private Wealth, Inc.
DECREASED229,387234,686-5,299-2%$12.7M$12.8M+$135.8K2026-10-16
Maryland Capital Advisors Inc.
INCREASED228,670226,507+2,163+1%$12.2M$12.8M+$537.6K2026-10-15
Mattern Wealth Management LLC
INCREASED218,626216,224+2,402+1%$11.7M$12.2M+$532.0K2026-11-04
Financial Futures Ltd Liability Co.
INCREASED217,167210,600+6,567+3%$11.4M$12.1M+$754.4K2026-10-13
Tillman Hartley LLC
INCREASED215,627215,049+578+0%$11.6M$12.0M+$428.0K2026-11-06
Northwest Wealth Management, LLC
DECREASED214,857216,493-1,636-1%$11.7M$12.0M+$307.0K2026-10-30
Compound Planning, Inc.
INCREASED214,639206,170+8,469+4%$11.1M$12.0M+$852.4K2026-11-09
Reap Financial Group, LLC
INCREASED213,236201,738+11,498+6%$10.9M$11.9M+$1.0M2026-11-02
Merit Financial Group, LLC
DECREASED211,795331,096-119,301-36%$17.9M$11.8M-$6.1M2026-11-06
Stone Summit Wealth LLC
INCREASED206,153200,201+5,952+3%$10.8M$11.5M+$700.9K2026-10-14
Thrivent Financial for Lutherans
INCREASED203,082200,723+2,359+1%$10.8M$11.2K-$10.8M2026-11-05
Mission Wealth Management, LP
DECREASED201,549208,768-7,219-3%$11.3M$11.3M-$19.2K2026-10-15
Austin Asset Management Co Inc
DECREASED200,872203,381-2,509-1%$11.0M$11.2M+$234.1K2026-10-29
Andrews, Lucia Wealth Management LLC
DECREASED199,170206,876-7,706-4%$11.2M$11.1M-$49.8K2026-11-02
Baker Boyer National Bank
DECREASED197,181202,584-5,403-3%$10.9M$11.0M+$70.9K2026-11-05
Aspiriant, LLC
DECREASED197,001197,598-5970%$10.7M$11.0M+$330.2K2026-10-16
G2 Capital Management, LLC / OH
INCREASED192,908189,485+3,423+2%$10.2M$10.8M+$539.9K2026-10-23
Visionary Wealth Advisors
DECREASED191,522253,952-62,430-25%$13.7M$10.7M-$3.0M2026-11-04
Porter White Investment Advisors, Inc.
INCREASED189,60494,770+94,834+100%$5.1M$10.6M+$5.5M2026-10-14
Kings Path Partners LLC
DECREASED188,054189,008-9540%$10.2M$10.5M+$294.4K2026-10-21
Altiora Financial Group, LLC
UNCHANGED182,333182,33300%$9.8M$10.2M+$335.5K2026-11-04
Tortoise Investment Management, LLC
INCREASED181,982181,496+486+0%$9.8M$10.2M+$361.1K2026-11-06
Oceanside Advisors LLC
INCREASED178,682172,546+6,136+4%$9.3M$10.0M+$660.2K2026-11-03
Laurel Wealth Planning LLC
INCREASED177,390176,000+1,390+1%$9.5M$9.9M+$401.5K2026-11-02
Maryland State Retirement & Pension System
NEW176,038—+176,038——$9.8M—2026-11-05
Phillips Financial Management, LLC
DECREASED175,879183,756-7,877-4%$9.9M$9.8M-$101.9K2026-10-19
Turning Point Benefit Group, Inc.
INCREASED171,556162,367+9,189+6%$8.8M$9.5M+$686.3K2026-10-28
Cedar Point Capital Partners, LLC
INCREASED168,061164,507+3,554+2%$8.9M$9.4M+$501.2K2026-10-29
Veratis Advisors, Inc.
DECREASED164,208166,058-1,850-1%$9.0M$9.2M+$202.3K2026-11-03
Baker Tilly Wealth Management, LLC
DECREASED160,595168,774-8,179-5%$9.1M$9.0M-$146.3K2026-10-05
Accel Wealth Management
INCREASED157,875139,100+18,775+14%$7.5M$8.8M+$1.3M2026-10-13
Perigon Wealth Management, LLC
INCREASED157,853152,495+5,358+4%$8.2M$8.8M+$579.9K2026-10-22
Winter & Associates, Inc.
INCREASED155,866143,360+12,506+9%$7.7M$8.8M+$1.0M2026-10-23
Clarity Asset Management, Inc.
INCREASED155,778151,479+4,299+3%$8.2M$8.7M+$518.9K2026-10-14
Bank of New Hampshire
INCREASED153,875152,510+1,365+1%$8.2M$8.6M+$356.9K2026-10-06
Kondo Wealth Advisors, Inc.
DECREASED153,054156,917-3,863-2%$8.5M$8.5M+$73.0K2026-10-19
Certified Advisory Corp
DECREASED150,429152,878-2,449-2%$8.3M$8.4M+$144.5K2026-10-29
Sculati Wealth Management, LLC
INCREASED149,639144,983+4,656+3%$8.1M$8.3M+$216.1K2026-10-19
Caliber Wealth Management, LLC / KS
DECREASED147,624190,541-42,917-23%$10.3M$8.2M-$2.0M2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED145,088107,006+38,082+36%$5.8M$8.1M+$2.3M2026-10-08
Richard Young Associates, Ltd.
DECREASED140,664144,566-3,902-3%$7.8M$7.9M+$48.0K2026-11-03
Family Legacy, Inc.
DECREASED140,534140,688-1540%$7.6M$7.9M+$250.3K2026-10-13
Mather Group, Llc.
DECREASED138,764139,196-4320%$7.5M$7.8M+$232.0K2026-10-14
Bank of Montreal
DECREASED136,017138,099-2,082-2%$7.5M$7.6M+$137.8K2026-11-09
Compass Financial Group, Inc.
INCREASED135,608134,097+1,511+1%$7.2M$7.6M+$331.1K2026-11-06
Serenity Investment Advisors
DECREASED134,180134,329-1490%$7.8M$7.5M-$268.9K2026-10-30
Shotwell Rutter Baer Inc
INCREASED132,130131,479+651+1%$7.1M$7.4M+$278.3K2026-10-14
Park Avenue Securities LLC
INCREASED129,398112,723+16,675+15%$6.1M$7.2M+$1.1M2026-10-26
HMV Wealth Advisors, LLC
DECREASED128,916129,106-1900%$7.0M$7.2M+$227.0K2026-10-27
Schwallier Wealth Management LLC
INCREASED128,697123,268+5,429+4%$6.7M$7.2M+$530.1K2026-11-05
RF&L Wealth Management, LLC
INCREASED127,306126,816+490+0%$6.9M$7.1M+$260.7K2026-10-20
Prospera Financial Services Inc
INCREASED127,11874,893+52,225+70%$4.0M$7.2M+$3.1M2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED125,77586,870+38,905+45%$4.7M$7.0M+$2.3M2026-10-15
Alpha Advisors, LLC
INCREASED125,728120,446+5,282+4%$6.5M$7.0M+$516.9K2026-10-19
Avise Financial Cooperative, Inc.
INCREASED124,267116,967+7,300+6%$6.3M$6.9M+$623.0K2026-11-09
Larson Financial Group LLC
DECREASED123,622124,700-1,078-1%$6.7M$6.9M+$169.3K2026-11-05
1900 Wealth Management LLC
INCREASED122,933122,747+186+0%$6.6M$6.9M+$236.3K2026-10-13
Avior Wealth Management, LLC
INCREASED121,440119,975+1,465+1%$6.5M$6.8M+$302.6K2026-10-13
Platt Wealth Management LLC
DECREASED119,074121,778-2,704-2%$6.6M$6.7M+$73.0K2026-11-04
Sterling Wealth Management, Inc.
INCREASED118,209116,430+1,779+2%$6.3M$6.6M+$313.6K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED117,735116,918+817+1%$6.3M$6.6M+$260.8K2026-10-26
Timonier Family Office, Ltd.
DECREASED116,236118,605-2,369-2%$6.4M$6.5M+$85.9K2026-11-03
Lodestar Private Asset Management LLC
NEW116,127—+116,127——$6.5M—2026-10-26
InTrack Investment Management Inc
INCREASED114,13596,942+17,193+18%$5.2M$6.4M+$1.1M2026-10-15
HB Wealth Management, LLC
INCREASED112,60876,013+36,595+48%$4.1M$6.3M+$2.2M2026-10-23
EverSource Wealth Advisors, LLC
DECREASED112,347113,778-1,431-1%$6.1M$6.3M+$129.5K2026-11-04
Atlas Capital Advisors Inc.
INCREASED110,99581,537+29,458+36%$4.4M$51.6K-$4.4M2026-11-09
DeLarme Wealth Management, Inc.
INCREASED109,937108,113+1,824+2%$5.8M$6.1M+$300.8K2026-10-30
Burk Holdings LLC
INCREASED108,92392,852+16,071+17%$5.0M$6.1M+$1.1M2026-11-05
Valued Retirements, Inc.
DECREASED107,389109,448-2,059-2%$5.9M$6.0M+$86.4K2026-11-06
N.E.W. Advisory Services LLC
DECREASED107,224120,406-13,182-11%$6.5M$6.0M-$514.8K2026-11-09
Tilson Financial Group, Inc.
INCREASED106,991106,198+793+1%$5.7M$6.0M+$239.7K2026-11-09
LAM Group, Inc.
DECREASED106,383106,938-555-1%$5.8M$5.9M+$165.8K2026-10-26
Frankly Finances, LLC
UNCHANGED105,851105,85100%$5.7M$5.9M+$194.8K2026-10-28
RTD Financial Advisors, Inc.
INCREASED104,29771,869+32,428+45%$3.9M$5.8M+$1.9M2026-10-09
Spire Wealth Management
DECREASED102,144102,520-3760%$5.5M$5.7M+$167.6K2026-10-30
Omni 360 Wealth, Inc.
DECREASED102,130107,933-5,803-5%$5.8M$5.7M-$125.6K2026-10-13
Pandowealth. LLC
NEW100,231—+100,231——$5.6M—2026-11-09
Breakwater Capital Group
DECREASED100,137100,377-2400%$5.4M$5.6M+$171.2K2026-10-09
Kelly Financial Group LLC
INCREASED99,37297,787+1,585+2%$5.3M$5.6M+$268.4K2026-10-16
Kraft, Davis & Associates, LLC
INCREASED98,68692,056+6,630+7%$5.0M$5.5M+$490.3K2026-10-21
Armbruster Capital Management, Inc.
UNCHANGED96,77096,77000%$5.2M$5.4M+$178.1K2026-10-19
City State Bank
INCREASED95,74692,663+3,083+3%$5.0M$5.3M+$342.7K2026-10-20
Herold Advisors, Inc.
INCREASED94,08389,364+4,719+5%$4.8M$5.3M+$432.5K2026-10-19
Navigate Wealth Management, LLC
INCREASED93,37287,103+6,269+7%$4.9M$5.2M+$320.4K2026-10-14
Redstone Wealth Management, LLC
INCREASED91,03487,353+3,681+4%$4.7M$5.1M+$366.4K2026-10-20
Cogent Strategic Wealth LLC
DECREASED89,56991,009-1,440-2%$4.9M$5.0M+$87.0K2026-10-22
Verum Partners LLC
DECREASED89,08090,310-1,230-1%$4.9M$5.0M+$97.5K2026-10-21
Bedel Financial Consulting, Inc.
INCREASED87,58887,003+585+1%$4.7M$4.9M+$192.8K2026-11-06
TruNorth Capital Management, LLC
DECREASED86,43686,591-1550%$4.7M$4.8M+$150.7K2026-10-14
Investmark Advisory Group LLC
INCREASED86,28085,097+1,183+1%$4.6M$4.8M+$222.7K2026-10-27
Hippocratic Financial Advisors, LLC
INCREASED84,90779,531+5,376+7%$4.3M$4.7M+$446.6K2026-10-13
Aviance Capital Partners, LLC
INCREASED83,89479,816+4,078+5%$4.3M$4.7M+$374.6K2026-10-29
AWM Capital, LLC
DECREASED83,10385,315-2,212-3%$4.6M$4.6M+$33.4K2026-10-16
Opus Financial Solutions LLC
DECREASED82,28790,072-7,785-9%$4.9M$4.6M-$269.2K2026-11-06
BIP Wealth, LLC
INCREASED81,76875,403+6,365+8%$4.1M$4.6M+$494.3K2026-10-22
LexAurum Advisors, LLC
INCREASED81,34078,833+2,507+3%$4.3M$4.5M+$285.1K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED81,23479,142+2,092+3%$4.3M$4.5M+$262.5K2026-10-13
AG Asset Advisory, LLC
INCREASED81,05379,712+1,341+2%$4.3M$4.5M+$221.6K2026-11-06
Journey Beyond Wealth, LLC
INCREASED80,69779,199+1,498+2%$4.3M$4.5M+$229.4K2026-11-04
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED79,34075,968+3,372+4%$4.1M$4.4M+$328.2K2026-10-27
Regions Financial Corp
INCREASED79,06278,896+166+0%$4.3M$4.4M+$154.4K2026-11-05
L.K. Benson & Company, P.C.
INCREASED78,32977,970+359+0%$4.2M$4.4M+$163.6K2026-10-23
Indivisible Partners
NEW77,837—+77,837——$4.3M—2026-10-26
Prevail Innovative Wealth Advisors, LLC
DECREASED75,23979,842-4,603-6%$4.3M$4.2M-$159.1K2026-10-20
Addison Advisors LLC
INCREASED74,89271,289+3,603+5%$3.9M$4.2M+$332.4K2026-11-06
Pillar Financial Advisors, LLC
UNCHANGED73,79973,79900%$4.0M$4.1M+$135.8K2026-10-21
Ariadne Wealth Management, LP
DECREASED72,14176,904-4,763-6%$4.2M$4.0M-$124.5K2026-11-06
CLG LLC
INCREASED71,72170,648+1,073+2%$3.8M$4.0M+$189.9K2026-10-13
Peoples Bank
INCREASED71,52756,160+15,367+27%$3.0M$4.0M+$961.7K2026-10-26
Baring Financial LLC
INCREASED71,17269,464+1,708+2%$3.8M$4.0M+$223.2K2026-10-07
RED Lighthouse Investment Management, LLC
INCREASED70,56569,853+712+1%$3.8M$3.9M+$168.3K2026-11-02
Forteris Wealth Management Inc.
INCREASED70,50969,788+721+1%$3.8M$3.9M+$168.7K2026-10-13
Symmetry Partners, LLC
DECREASED70,02872,255-2,227-3%$3.9M$3.9M+$8.5K2026-10-27
Cambridge Financial Group, LLC
INCREASED69,34569,324+21+0%$3.7M$3.7M+$1.2K2026-10-06
Private Advisory Group LLC
INCREASED67,74458,400+9,344+16%$3.2M$3.8M+$629.4K2026-11-06
Poinciana Advisors Group, LLC
DECREASED66,99174,425-7,434-10%$4.6M$4.3M-$315.2K2026-11-06
Klingman & Associates, LLC
INCREASED66,52666,339+187+0%$3.6M$3.7M+$132.5K2026-10-20
Brookstone Capital Management
DECREASED65,60067,338-1,738-3%$3.6M$3.7M+$26.8K2026-10-22
Lakeshore Financial Planning, Inc.
DECREASED65,17065,342-1720%$3.5M$3.6M+$110.5K2026-10-13
Family CFO Inc
INCREASED64,65564,540+115+0%$3.5M$3.6M+$125.2K2026-10-30
Belleair Asset Management, LLC
INCREASED64,58964,588+10%$3.5M$3.6M+$118.9K2026-11-03
Aerodigm Wealth, LLC
DECREASED63,86564,310-445-1%$3.5M$3.6M+$93.5K2026-10-16
Donalies Financial Planning, LLC
DECREASED63,63163,962-331-1%$3.5M$3.6M+$99.2K2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED62,03059,609+2,421+4%$3.2M$3.5M+$244.9K2026-10-16
Financial Synergies Wealth Advisors, Inc.
INCREASED61,92660,985+941+2%$3.3M$3.5M+$164.8K2026-10-16
Vista Investment Partners II, LLC
INCREASED61,35556,837+4,518+8%$3.1M$3.4M+$357.0K2026-10-15
IFP Advisors, Inc
DECREASED60,83166,320-5,489-8%$3.6M$3.4M-$184.6K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED58,98756,579+2,408+4%$3.1M$3.3M+$238.6K2026-11-06
Fund Evaluation Group, LLC
INCREASED58,79958,191+608+1%$3.1M$3.3M+$141.0K2026-11-05
Cooper Financial Group
NEW58,793—+58,793——$3.3M—2026-10-07
Global Assets Advisory, LLC
DECREASED58,29158,758-467-1%$3.2M$3.2M+$73.3K2026-10-28
SwitchPoint Financial Planning, LLC
INCREASED55,08554,903+182+0%$3.0M$3.1M+$111.2K2026-11-02
Triangle Securities Wealth Management
INCREASED54,27647,252+7,024+15%$2.6M$3.0M+$479.3K2026-10-14
Ferguson Johnson Wealth Management Inc
INCREASED54,10153,901+200+0%$2.9M$3.0M+$111.1K2026-11-05
Joel Isaacson & Co., LLC
INCREASED54,04852,635+1,413+3%$2.8M$3.0M+$175.8K2026-11-05
AlphaCore Capital LLC
DECREASED53,99254,289-297-1%$2.9M$3.0M+$83.3K2026-11-04
Clark Asset Management, LLC
DECREASED53,52154,701-1,180-2%$3.0M$3.0M+$34.8K2026-10-19
Legacy Financial Advisors, Inc.
INCREASED52,72950,660+2,069+4%$2.7M$2.9M+$208.8K2026-11-09
Prism Planning Partners LLC
DECREASED52,39252,411-190%$2.8M$2.9M+$95.4K2026-10-27
Verdence Capital Advisors LLC
NEW52,040—+52,040——$2.9M—2026-10-26
Triumph Capital Management
INCREASED51,72648,929+2,797+6%$2.6M$2.9M+$246.3K2026-10-14
Collective Family Office LLC
INCREASED51,71750,807+910+2%$2.7M$2.9M+$144.3K2026-10-05
United Advisor Group, LLC
INCREASED50,85444,663+6,191+14%$2.4M$2.8M+$428.0K2026-11-03
Strathmore Capital Advisors, Inc.
DECREASED50,74851,222-474-1%$2.9M$2.8M-$38.7K2026-11-09
Asset Dedication, LLC
INCREASED50,26048,542+1,718+4%$2.6M$2.8M+$185.3K2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED49,96351,721-1,758-3%$2.8M$2.8M-$3.0K2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED48,56248,56200%$2.6M$2.7M+$89.4K2026-10-15
Lodestone Wealth Management LLC
INCREASED47,90844,790+3,118+7%$2.4M$2.7M+$256.6K2026-10-14
Nautilus Advisors LLC
INCREASED47,43146,842+589+1%$2.6M$2.6M+$53.0K2026-10-07
Valeo Financial Advisors, LLC
INCREASED47,35341,479+5,874+14%$2.2M$2.6M+$404.4K2026-10-08
Allegiance Financial Group Advisory Services LLC
DECREASED47,31750,059-2,742-5%$2.7M$2.6M-$61.0K2026-11-02
Greenspring Advisors, LLC
DECREASED45,51946,092-573-1%$2.5M$2.5M+$52.8K2026-11-05
Pacific Asset Management, LLC
INCREASED45,05844,035+1,023+2%$2.4M$2.5M+$138.2K2026-10-15
Builder Investment Group Inc
DECREASED44,62944,911-282-1%$2.4M$2.5M+$66.9K2026-10-22
Sage Mountain Advisors LLC
UNCHANGED44,20344,20300%$2.4M$2.5M+$81.3K2026-11-02
Strata Wealth Advisors, LLC
INCREASED43,87843,093+785+2%$2.3M$2.5M+$123.1K2026-10-16
Krilogy Financial LLC
INCREASED43,61443,590+24+0%$2.4M$2.4M+$63.2K2026-10-13
Odyssey Capital Advisors, Inc.
INCREASED42,99138,234+4,757+12%$2.1M$2.4M+$336.1K2026-10-26
Core Wealth Advisors, LLC
INCREASED42,77541,968+807+2%$2.3M$2.4M+$122.3K2026-11-05
Diversified Portfolios, Inc.
INCREASED42,29935,924+6,375+18%$1.9M$2.4M+$422.2K2026-11-04
Ritholtz Wealth Management
INCREASED42,11138,348+3,763+10%$2.1M$2.4M+$280.8K2026-11-05
BWM Planning, LLC
UNCHANGED41,10941,10900%$2.2M$2.3M+$75.6K2026-11-09
Fifth Third Securities, Inc.
DECREASED40,42941,872-1,443-3%$2.3M$2.3M-$3.6K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED40,19439,688+506+1%$2.1M$2.2M+$101.3K2026-11-04
Quarry Hill Advisors, LLC
DECREASED39,06939,712-643-2%$2.1M$2.2M+$37.2K2026-11-04
D.A. Davidson & Co.
INCREASED38,70020,206+18,494+92%$1.1M$2.2M+$1.1M2026-10-28
Kaufman Rossin Wealth, LLC
DECREASED38,45938,643-1840%$2.1M$2.1M+$23.7K2026-10-19
Fifth Third Bancorp
DECREASED38,25738,601-344-1%$2.1M$2.1M+$51.8K2026-11-05
Pettinga Financial Advisors LLC
DECREASED37,85061,024-23,174-38%$3.3M$2.1M-$1.2M2026-10-13
ARK & TLK Investments, LLC
DECREASED37,46138,327-866-2%$2.1M$2.1M+$22.1K2026-10-20
Aurelius Family Office LLC
DECREASED37,28737,893-606-2%$2.0M$2.1M+$35.9K2026-10-23
Bfsg, LLC
INCREASED36,50920,580+15,929+77%$1.1M$2.0M+$927.7K2026-10-30
JFS Wealth Advisors, LLC
DECREASED35,06736,131-1,064-3%$2.0M$2.0M+$7.1K2026-11-03
Global Trust Wealth Management LLC
DECREASED34,72634,790-640%$1.9M$1.9M+$60.5K2026-10-14
Focus Financial Network, Inc.
INCREASED34,71334,512+201+1%$1.9M$1.9M+$74.7K2026-10-14
Washington Trust Advisors, Inc.
DECREASED34,47534,667-192-1%$1.9M$1.9M+$53.0K2026-10-22
Wedmont Private Capital
INCREASED34,27628,039+6,237+22%$1.6M$1.9M+$340.6K2026-10-09
Staley Capital Advisers Inc
INCREASED33,8148,302+25,512+307%$448.5K$1.9M+$1.4M2026-11-06
Encompass Wealth Advisors, LLC
INCREASED33,69018,680+15,010+80%$1.0M$1.9M+$872.8K2026-10-15
HBE Wealth Management, LLC
DECREASED33,38333,401-180%$1.8M$1.9M+$60.5K2026-11-06
TFO Wealth Partners, LLC
DECREASED33,00333,214-211-1%$1.8M$1.8M+$49.3K2026-11-09
BluePrint Investing LLC
DECREASED32,92633,631-705-2%$1.8M$1.8M+$22.5K2026-10-14
Silver OAK Securities, Incorporated
DECREASED32,02733,501-1,474-4%$1.8M$1.8M-$25.2K2026-11-09
Geneos Wealth Management Inc.
INCREASED31,80929,427+2,382+8%$1.6M$1.8M+$187.2K2026-11-09
Bank of New York Mellon Corp
INCREASED31,79931,700+99+0%$1.7M$1.8M+$63.9K2026-11-05
XY Planning Network, Inc.
INCREASED31,55126,346+5,205+20%$1.4M$1.8M+$339.2K2026-10-14
Integras Partners LLC
DECREASED31,51532,401-886-3%$1.8M$1.8M+$10.1K2026-10-30
Beacon Financial Advisory LLC
INCREASED31,50029,672+1,828+6%$1.6M$1.8M+$156.7K2026-10-16
Aspirean Wealth, LLC
DECREASED31,21137,308-6,097-16%$2.0M$1.7M-$271.9K2026-11-03
Uptick Partners, LLC
INCREASED31,19024,112+7,078+29%$1.3M$1.7M+$439.7K2026-11-04
IFG Advisory, LLC
INCREASED30,88118,711+12,170+65%$1.0M$1.7M+$714.2K2026-11-09
Verus Wealth Management, LLC
DECREASED30,71430,809-950%$1.7M$1.7M+$51.4K2026-10-13
Chicago Partners Investment Group LLC
INCREASED30,53528,679+1,856+6%$1.6M$1.7M+$117.0K2026-10-27
Oath Planning, LLC
DECREASED30,16630,785-619-2%$1.7M$1.7M+$22.1K2026-10-20
ProCore Advisors, LLC
INCREASED29,30128,179+1,122+4%$1.5M$1.6M+$114.5K2026-10-14
Integrity Alliance, Llc.
INCREASED29,13522,547+6,588+29%$1.2M$1.6M+$409.5K2026-10-29
Powerhouse Assets LLC
INCREASED29,10428,698+406+1%$1.6M$1.6M+$75.5K2026-10-19
Lutz Financial Services LLC
UNCHANGED29,01529,01500%$1.6M$1.6M+$53.4K2026-11-06
Secure Asset Management, LLC
DECREASED28,60728,629-220%$1.5M$1.6M+$51.4K2026-10-19
RFG Advisory, LLC
INCREASED28,50813,334+15,174+114%$720.3K$1.6M+$872.2K2026-11-03
25 LLC
INCREASED28,46328,394+69+0%$1.5M$1.6M+$56.1K2026-10-13
Mattern Capital Management, LLC
INCREASED28,37724,079+4,298+18%$1.3M$1.6M+$284.3K2026-11-02
Americana Partners, LLC
UNCHANGED28,37428,37400%$1.5M$1.6M+$52.2K2026-10-28
APS Management Group, Inc.
DECREASED28,08739,231-11,144-28%$2.1M$1.6M-$550.4K2026-10-14
Riverchase Wealth Management, LLC
DECREASED27,45927,467-80%$1.5M$1.5M+$50.1K2026-10-28
Heritage Wealth Management, Inc. s
DECREASED27,17430,505-3,331-11%$1.6M$1.5M-$130.0K2026-11-06
McGrath & Associates, Inc.
INCREASED27,05026,692+358+1%$1.4M$1.5M+$69.1K2026-10-27
Studio Investment Management LLC
INCREASED26,71125,691+1,020+4%$1.4M$1.5M+$104.2K2026-10-22
Stage Harbor Financial, LLC
INCREASED26,31325,914+399+2%$1.4M$1.5M+$70.0K2026-11-03
HBW Advisory Services LLC
INCREASED26,18424,089+2,095+9%$1.3M$1.5M+$161.3K2026-10-15
Elmwood Wealth Management, Inc.
INCREASED25,87025,585+285+1%$1.4M$1.4M+$63.0K2026-10-14
New Wave Wealth Advisors LLC
DECREASED25,82127,809-1,988-7%$1.5M$1.4M-$56.0K2026-10-19
Optivise Advisory Services LLC
DECREASED25,81328,807-2,994-10%$1.6M$1.4M-$114.2K2026-10-19
Clarity Capital Advisors, LLC
INCREASED25,49125,391+100+0%$1.4M$1.4M+$52.3K2026-10-27
Long Island Wealth Management, Inc.
INCREASED25,32622,054+3,272+15%$1.2M$1.4M+$223.4K2026-10-20
Drive Wealth Management, LLC
DECREASED25,26425,857-593-2%$1.4M$1.4M+$14.4K2026-11-09
US Bancorp \de\
INCREASED24,99121,571+3,420+16%$1.2M$1.4M+$230.7K2026-11-05
Watershed Private Wealth LLC
DECREASED24,92725,076-149-1%$1.4M$1.4M+$37.8K2026-10-30
Sutton Place Investors LLC
INCREASED24,23524,173+62+0%$1.3M$1.4M+$47.9K2026-10-20
Synergy Asset Management, LLC
INCREASED24,15922,665+1,494+7%$1.2M$1.3M+$125.2K2026-11-05
Foundation Wealth Management, Llc\pa
UNCHANGED23,63223,63200%$1.3M$1.3M+$43.5K2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED23,61824,140-522-2%$1.3M$1.3M+$15.3K2026-10-07
Coston, McIsaac & Partners
INCREASED23,52622,439+1,087+5%$1.2M$1.3M+$117.2K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED23,48817,871+5,617+31%$965.4K$1.3M+$346.6K2026-10-16
E6 Portfolios, LLC
INCREASED23,08422,454+630+3%$1.2M$1.3M+$76.5K2026-10-26
Harbour Investments, Inc.
INCREASED22,88921,284+1,605+8%$1.1M$1.3M+$128.8K2026-11-09
Archvest Wealth Advisors, Inc.
INCREASED22,87722,874+3+0%$1.2M$1.3M+$42.3K2026-10-29
Cornerstone National Bank & Trust Co
INCREASED22,83621,132+1,704+8%$1.1M$1.3M+$117.6K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED22,61120,989+1,622+8%$1.1M$1.3M+$129.2K2026-11-05
Mills Wealth Advisors LLC
UNCHANGED22,45522,45500%$1.2M$1.3M+$41.3K2026-10-22
New Dimensions Wealth Management, LLC
DECREASED22,10122,436-335-1%$1.2M$1.2M+$22.6K2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED22,00022,00000%$1.2M$1.2M+$40.5K2026-10-14
Hardin Capital Partners, LLC
INCREASED21,96321,463+500+2%$1.2M$1.2M+$66.6K2026-10-09
Everest Financial Group LLC
DECREASED21,71122,311-600-3%$1.2M$1.2M+$7.5K2026-11-06
Diversify Advisory Services, LLC
INCREASED21,64321,344+299+1%$1.2M$1.2M+$15.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED21,64321,344+299+1%$1.2M$1.2M+$15.9K2026-10-20
Approach Retirement Advisors, LLC
INCREASED21,62621,625+10%$1.2M$1.2M+$39.8K2026-10-22
Koenig Investment Advisory, LLC
NEW21,621—+21,621——$1.2M—2026-10-09
Parsons Capital Management Inc
INCREASED21,48717,045+4,442+26%$920.8K$1.2M+$279.5K2026-10-28
Trace Wealth Advisors, LLC
DECREASED21,41744,424-23,007-52%$2.4M$1.2M-$1.2M2026-10-30
Mustard Seed Financial, LLC
INCREASED20,90420,019+885+4%$1.1M$1.2M+$86.3K2026-10-30
Parallel Advisors, LLC
INCREASED20,61516,936+3,679+22%$914.9K$1.2M+$236.7K2026-11-03
CogentBlue Wealth Advisors, LLC
DECREASED20,22120,471-250-1%$1.1M$1.1M+$23.7K2026-10-09
Avant Financial Advisors LLC
UNCHANGED20,08020,08000%$1.1M$1.1M+$36.9K2026-11-02
Level Financial Advisors
DECREASED19,64619,900-254-1%$1.1M$1.1M+$22.5K2026-10-13
Oder Investment Management, LLC
INCREASED19,59417,680+1,914+11%$955.1K$1.1M+$139.4K2026-11-09
Midwest Trust Co
DECREASED19,56521,856-2,291-10%$1.2M$1.1M-$87.8K2026-10-22
SJS Investment Consulting Inc.
DECREASED19,41220,785-1,373-7%$1.1M$1.1M-$38.4K2026-10-26
Melfa Wealth Management, Inc.
INCREASED19,28218,801+481+3%$1.0M$1.1M+$62.0K2026-11-06
Compass Ion Advisors, LLC
INCREASED19,20613,509+5,697+42%$729.8K$1.1M+$343.1K2026-10-23
IFG Advisors, LLC
UNCHANGED19,15219,15200%$1.0M$1.1M+$35.2K2026-10-15
Prosperity Planning, Inc.
DECREASED19,13119,384-253-1%$1.0M$1.1M+$21.5K2026-10-09
Family Wealth Partners, LLC
UNCHANGED19,01219,01200%$1.0M$1.1M+$35.0K2026-10-20
Arsenal Capital Advisors LLC
INCREASED18,7878,648+10,139+117%$467.2K$1.0M+$582.2K2026-11-02
Tenet Wealth Partners, LLC
INCREASED18,63017,981+649+4%$1.0M$1.0M+$30.3K2026-10-19
Tranquility Partners, LLC
INCREASED18,28714,620+3,667+25%$789.8K$1.0M+$232.4K2026-10-20
Versant Capital Management, Inc
INCREASED18,24417,755+489+3%$959.1K$1.0M+$60.0K2026-10-02
Acorn Wealth Advisors, LLC
INCREASED18,16817,668+500+3%$954.4K$1.0M+$60.4K2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED18,14717,767+380+2%$959.8K$1.0M+$54.0K2026-11-03
Capital Investment Advisory Services, LLC
DECREASED17,59519,093-1,498-8%$1.0M$982.9K-$48.6K2026-10-30
Abacus Wealth Partners, LLC
UNCHANGED17,43417,43400%$941.8K$973.8K+$32.1K2026-11-03
Nicholas Hoffman & Company, Llc.
UNCHANGED17,25517,25500%$932.1K$963.9K+$31.7K2026-10-30
SteelPeak Wealth, LLC
NEW17,154—+17,154——$958.2K—2026-10-16
Interchange Capital Partners, LLC
UNCHANGED17,15217,15200%$926.6K$958.1K+$31.6K2026-10-28
Mullaney, Keating & Wright, Inc.
DECREASED17,01217,482-470-3%$944.4K$950.3K+$6.0K2026-10-19
Dana Investment Advisors, Inc.
INCREASED16,76716,138+629+4%$871.8K$936.6K+$64.8K2026-11-06
RHS Financial, LLC
INCREASED16,5177,999+8,518+106%$432.1K$922.6K+$490.5K2026-10-13
Signal Advisors Wealth, LLC
INCREASED16,05915,816+243+2%$854.4K$897.0K+$42.7K2026-10-13
Lido Advisors, LLC
INCREASED15,94814,870+1,078+7%$803.3K$890.9K+$87.6K2026-11-04
Kane Co Wealth Management, Inc.
DECREASED15,80415,985-181-1%$863.5K$882.8K+$19.3K2026-11-04
RAM Investment Partners, LLC
INCREASED15,52614,226+1,300+9%$768.5K$867.3K+$98.8K2026-10-21
MB Generational Wealth, LLC
DECREASED15,50815,522-140%$838.5K$866.3K+$27.8K2026-11-09
Iowa State Bank
DECREASED15,35715,812-455-3%$854.2K$857.8K+$3.7K2026-10-06
Balentine LLC
DECREASED15,24716,373-1,126-7%$884.5K$851.7K-$32.8K2026-11-03
Del-Sette Capital Management, LLC
DECREASED14,97961,605-46,626-76%$3.3M$836.7K-$2.5M2026-10-23
Sovran Advisors, LLC
INCREASED14,85214,577+275+2%$819.1K$841.6K+$22.6K2026-11-02
MN Wealth Advisors, LLC
DECREASED14,84015,946-1,106-7%$861.4K$829.0K-$32.4K2026-10-23
Citizens Financial Group Inc
INCREASED14,66013,497+1,163+9%$729.1K$818.9K+$89.8K2026-10-23
AlTi Global, Inc.
DECREASED14,50029,000-14,500-50%$1.6M$810.0K-$756.6K2026-11-09
Elser Financial Planning, Inc
UNCHANGED14,32514,32500%$773.8K$800.2K+$26.4K2026-10-16
Ironwood Financial, llc
UNCHANGED14,22714,22700%$787.0K$794.7K+$7.7K2026-10-20
International Private Wealth Advisors LLC
INCREASED14,18413,104+1,080+8%$707.9K$792.3K+$84.4K2026-11-05
Owl Creek Wealth Partners LLC
UNCHANGED14,00814,00800%$756.7K$782.5K+$25.8K2026-10-20
Keybank National Association
UNCHANGED13,64913,64900%$737.3K$762.4K+$25.1K2026-11-04
Nwam LLC
DECREASED13,60413,623-190%$735.9K$759.9K+$24.0K2026-11-09
Santori & Peters, Inc.
INCREASED13,45812,741+717+6%$688.3K$751.8K+$63.5K2026-10-26
Carnegie Investment Counsel
NEW13,281—+13,281——$741.9K—2026-10-20
Simplicity Wealth,LLC
DECREASED13,20313,858-655-5%$748.6K$737.5K-$11.1K2026-10-23
Blume Capital Management, Inc.
UNCHANGED13,20013,20000%$713.1K$737.4K+$24.3K2026-10-26
Argyle Capital Partners, LLC
INCREASED13,09710,194+2,903+28%$550.7K$731.6K+$180.9K2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED13,07613,07600%$735.1K$737.5K+$2.4K2026-10-21
Oak Wealth Advisors LLC
INCREASED12,43212,402+30+0%$670.0K$694.5K+$24.5K2026-11-09
Evergreen Capital Management LLC
DECREASED11,87812,871-993-8%$695.3K$663.5K-$31.8K2026-10-23
Heritage Investment Group, Inc.
UNCHANGED11,72411,72400%$633.3K$654.9K+$21.6K2026-11-03
Generations Wealth, LLC
INCREASED11,6817,432+4,249+57%$401.5K$652.5K+$251.0K2026-11-09
Meredith Wealth Planning
INCREASED11,62210,752+870+8%$580.8K$649.2K+$68.4K2026-10-14
Vision Capital Management, Inc.
UNCHANGED11,51311,51300%$621.9K$643.1K+$21.2K2026-10-20
Unison Advisors LLC
DECREASED11,46712,047-580-5%$650.8K$640.5K-$10.3K2026-10-29
James J. Burns & Company, LLC
DECREASED11,46311,587-124-1%$626.0K$640.3K+$14.4K2026-10-22
Bessemer Group Inc
INCREASED11,4602,218+9,242+417%$120.0K$640.0K+$520.0K2026-11-09
Waterfront Wealth Inc.
UNCHANGED11,39811,39800%$631.8K$642.8K+$11.1K2026-11-03
TD Waterhouse Canada Inc.
INCREASED11,3671,481+9,886+668%$77.7K$617.8K+$540.1K2026-10-16
Archer Investment Management, LLC
DECREASED11,10411,222-118-1%$606.2K$620.3K+$14.1K2026-10-13
Capital Investment Advisors, LLC
DECREASED10,95011,090-140-1%$599.1K$611.7K+$12.6K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED10,82812,049-1,221-10%$650.9K$604.9K-$46.0K2026-10-13
Kathmere Capital Management, LLC
DECREASED10,69811,722-1,024-9%$633.2K$597.6K-$35.6K2026-10-20
Argent Trust Co
UNCHANGED10,69810,69800%$577.9K$597.6K+$19.7K2026-11-09
Redhawk Wealth Advisors, Inc.
INCREASED10,6409,874+766+8%$533.4K$594.4K+$61.0K2026-10-14
Institute for Wealth Management, Llc.
UNCHANGED10,57110,57100%$571.0K$590.5K+$19.5K2026-11-06
First Financial Group Corp
DECREASED10,41510,433-180%$563.6K$581.8K+$18.2K2026-10-22
BOS Asset Management, LLC
DECREASED10,21710,788-571-5%$582.8K$570.7K-$12.1K2026-10-09
Granville Capital, Inc.
NEW10,141—+10,141——$566.5K—2026-11-05
Quadcap Wealth Management, LLC
DECREASED10,13210,991-859-8%$593.7K$566.0K-$27.8K2026-11-02
Brighton Jones LLC
INCREASED9,9888,373+1,615+19%$452.3K$557.9K+$105.6K2026-11-03
Narus Financial Partners, LLC
INCREASED9,7809,752+28+0%$526.8K$546.3K+$19.5K2026-10-19
Financial Symmetry Inc
INCREASED9,7559,752+3+0%$526.2K$544.9K+$18.7K2026-10-06
Alkeme Wealth, LLC
INCREASED9,6399,591+48+1%$518.1K$538.4K+$20.3K2026-10-08
Patten Group, Inc.
NEW9,482—+9,482——$529.7K—2026-10-26
Gerber Kawasaki Wealth & Investment Management
DECREASED9,3729,397-250%$507.7K$523.5K+$15.9K2026-10-29
Resonant Capital Advisors, LLC
INCREASED9,3568,856+500+6%$478.4K$522.6K+$44.2K2026-10-15
Meramec Financial Planners, LLC
INCREASED9,3106,513+2,797+43%$365.9K$518.8K+$152.8K2026-11-09
Gemmer Asset Management LLC
DECREASED9,13411,140-2,006-18%$601.8K$510.2K-$91.6K2026-10-16
HUB Investment Partners, LLC
DECREASED9,11110,318-1,207-12%$557.4K$508.9K-$48.4K2026-11-03
K2 Financial Inc.
DECREASED9,0419,089-48-1%$504.1K$501.2K-$2.9K2026-10-26
GEM Asset Management, LLC
INCREASED8,9318,906+25+0%$481.1K$498.9K+$17.8K2026-10-13
Old Mission Investment Co LLC
DECREASED8,8859,335-450-5%$504.3K$496.3K-$8.0K2026-10-22
Golden Bell Financial Planning LLC
DECREASED8,8689,137-269-3%$493.6K$495.4K+$1.8K2026-11-02
Financial Harvest, LLC
UNCHANGED8,8318,83100%$477.1K$493.3K+$16.2K2026-10-15
Hurley Capital, LLC
NEW8,794—+8,794——$491.2K—2026-11-05
Bluesphere Advisors LLC
UNCHANGED8,7398,73900%$472.1K$488.2K+$16.1K2026-10-19
Epiq Partners, LLC
INCREASED8,7077,152+1,555+22%$386.3K$486.4K+$100.1K2026-10-07
Samalin Investment Counsel, LLC
INCREASED8,7008,292+408+5%$447.9K$486.0K+$38.1K2026-10-23
Silver Oak Advisory Group, Inc.
INCREASED8,5538,381+172+2%$452.0K$477.7K+$25.7K2026-11-06
Pekin Hardy Strauss, Inc.
INCREASED8,2217,776+445+6%$420.1K$459.2K+$39.2K2026-11-02
Able Wealth Management LLC
INCREASED8,0887,551+537+7%$407.9K$450.7K+$42.8K2026-10-13
CRA Financial Services, LLC
UNCHANGED8,0828,08200%$436.6K$451.5K+$14.9K2026-10-16
Partners in Financial Planning
DECREASED8,0308,819-789-9%$476.4K$448.6K-$27.8K2026-11-06
Baker Avenue Asset Management, LP
INCREASED7,7857,508+277+4%$405.6K$434.9K+$29.3K2026-11-06
Victory Financial Group, LLC
UNCHANGED7,6867,68600%$415.2K$429.3K+$14.1K2026-10-27
Ellis Investment Partners, LLC
INCREASED7,6527,290+362+5%$393.8K$427.5K+$33.7K2026-10-21
Facet Wealth, Inc.
INCREASED7,6146,072+1,542+25%$328.0K$425.3K+$97.3K2026-11-04
West Financial Advisors, LLC
INCREASED7,5234,607+2,916+63%$248.9K$420.2K+$171.4K2026-10-22
Huntleigh Advisors, Inc.
UNCHANGED7,4737,47300%$403.7K$417.4K+$13.8K2026-11-03
Clayton Financial Group LLC
UNCHANGED7,4287,42800%$401.3K$414.9K+$13.7K2026-10-13
Altfest L J & Co Inc
INCREASED7,3607,193+167+2%$388.6K$411.1K+$22.5K2026-10-27
Flagstar Securities, Inc
NEW7,335—+7,335——$409.7K—2026-10-15
Fortis Capital Advisors, LLC
INCREASED7,3115,504+1,807+33%$297.3K$408.4K+$111.1K2026-11-09
Belpointe Asset Management LLC
INCREASED7,3115,504+1,807+33%$297.3K$408.4K+$111.1K2026-11-09
RS Crum Inc.
UNCHANGED7,2727,27200%$392.8K$406.2K+$13.4K2026-10-19
Goldstein Advisors, LLC
UNCHANGED7,1167,11600%$384.4K$397.5K+$13.1K2026-10-15
Private Trust Co NA
DECREASED7,0837,161-78-1%$386.8K$395.6K+$8.8K2026-10-20
Ridgewood Investments LLC
INCREASED7,0417,021+20+0%$379.3K$393.3K+$14.0K2026-10-05
Matisse Capital
UNCHANGED7,0007,00000%$378.1K$391.0K+$12.9K2026-10-29
Parkside Financial Bank & Trust
DECREASED6,9857,372-387-5%$398.2K$390.2K-$8.1K2026-10-27
Flagstone Financial Management
UNCHANGED6,9396,93900%$374.8K$387.6K+$12.8K2026-11-05
Greenleaf Trust
INCREASED6,8726,234+638+10%$336.8K$383.9K+$47.1K2026-10-29
Seaside Wealth Management, Inc.
INCREASED6,7296,697+32+0%$361.8K$375.9K+$14.1K2026-11-09
One Way Holdings LLC
UNCHANGED6,6926,69200%$361.5K$373.8K+$12.3K2026-10-29
Prudent Investor Advisors, LLC
NEW6,640—+6,640——$370.9K—2026-10-22
Grant Street Asset Management, Inc.
INCREASED6,5556,426+129+2%$347.1K$366.2K+$19.1K2026-10-26
Everhart Financial Group, Inc.
INCREASED6,3395,586+753+13%$301.8K$354.1K+$52.3K2026-10-08
Daytona Street Capital LLC
UNCHANGED6,3286,32800%$350.8K$352.1K+$1.3K2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED6,3186,248+70+1%$337.5K$352.9K+$15.4K2026-11-04
Flavin Financial Services, Inc.
DECREASED6,2166,377-161-3%$344.5K$347.2K+$2.7K2026-10-21
Gamma Investing LLC
UNCHANGED6,2066,20600%$335.2K$346.7K+$11.4K2026-10-08
Tassel Capital Management, Inc.
DECREASED6,1706,595-425-6%$356.3K$344.7K-$11.6K2026-10-20
Busey Bank
UNCHANGED6,1016,10100%$329.6K$340.8K+$11.2K2026-10-26
Atlas Private Wealth Advisors
INCREASED6,0495,859+190+3%$316.5K$337.9K+$21.4K2026-10-23
Tufton Capital Management
INCREASED6,0474,290+1,757+41%$231.0K$337.0K+$106.0K2026-10-20
Meridian Investment Counsel Inc.
UNCHANGED6,0056,00500%$324.4K$335.4K+$11.0K2026-10-14
Ares Financial Consulting, LLC
DECREASED5,88311,666-5,783-50%$630.2K$328.6K-$301.6K2026-10-19
Grandfield & Dodd, LLC
UNCHANGED5,8565,85600%$316.3K$327.1K+$10.8K2026-10-29
Noble Family Wealth, LLC
UNCHANGED5,8425,84200%$315.6K$326.3K+$10.7K2026-10-26
Assetmark, Inc
INCREASED5,8204,479+1,341+30%$242.0K$325.1K+$83.1K2026-10-21
Wealthcare Advisory Partners LLC
NEW5,787—+5,787——$323.3K—2026-10-21
Renasant Bank
DECREASED5,7426,160-418-7%$332.8K$320.7K-$12.0K2026-11-05
Intrua Financial, LLC
UNCHANGED5,7205,72000%$309.0K$319.5K+$10.5K2026-10-28
Quadrant Capital Group LLC
UNCHANGED5,6995,69900%$307.9K$319.2K+$11.3K2026-10-20
KDK Private Wealth Management, LLC
UNCHANGED5,6415,64100%$304.7K$315.1K+$10.4K2026-11-03
Entrewealth, LLC
UNCHANGED5,6395,63900%$325.1K$315.0K-$10.1K2026-10-14
Wavvest Wealth LLC
NEW5,620—+5,620——$313.9K—2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED5,5635,540+23+0%$299.3K$310.8K+$11.5K2026-11-05
Saxon Interests, Inc.
NEW5,382—+5,382——$300.6K—2026-10-26
Burton Enright Welch
NEW5,379—+5,379——$300.5K—2026-11-04
Cogent Private Wealth, Inc.
UNCHANGED5,3265,32600%$287.7K$297.5K+$9.8K2026-11-06
DBK Financial Counsel, LLC
INCREASED5,3155,045+270+5%$272.5K$296.9K+$24.4K2026-10-13
FinDec Wealth Services, Inc.
DECREASED5,2565,432-176-3%$293.4K$293.6K+$1572026-10-30
Stirlingshire Investments, Inc.
DECREASED5,2415,383-142-3%$290.8K$292.8K+$2.0K2026-11-05
Global Trust Asset Management, LLC
DECREASED5,2035,378-175-3%$290.5K$290.6K+$1202026-10-19
Castleview Partners, LLC
DECREASED5,1345,210-76-1%$281.4K$286.8K+$5.3K2026-10-09
Sowell Financial Services LLC
DECREASED5,0785,254-176-3%$283.8K$283.7K-$1332026-10-23
Rockwood Wealth Management, LLC
UNCHANGED5,0675,06700%$273.7K$283.0K+$9.3K2026-10-27
VestGen Advisors, LLC
DECREASED5,0195,252-233-4%$283.7K$280.4K-$3.4K2026-10-27
Csenge Advisory Group
INCREASED4,9864,985+1+0%$269.3K$278.5K+$9.2K2026-11-04
Jacobi Capital Management LLC
DECREASED4,9494,971-220%$268.5K$276.4K+$7.9K2026-11-05
Leading Edge Financial Planning LLC
INCREASED4,8874,886+1+0%$263.9K$273.0K+$9.0K2026-10-23
Whitener Capital Management, Inc.
INCREASED4,8764,580+296+6%$247.4K$272.4K+$25.0K2026-10-15
Richards, Merrill & Peterson, Inc.
UNCHANGED4,8594,85900%$262.5K$271.4K+$8.9K2026-10-19
Clearstead Advisors, LLC
INCREASED4,8433,543+1,300+37%$191.4K$270.5K+$79.1K2026-11-06
Coldstream Capital Management Inc
UNCHANGED4,8384,83800%$261.3K$270.3K+$8.9K2026-11-09
Investment Research & Advisory Group, Inc.
INCREASED4,8312,234+2,597+116%$120.7K$269.8K+$149.2K2026-10-19
Sensible Money, LLC
NEW4,784—+4,784——$267.2K—2026-10-20
Liberty Capital Management, Inc.
UNCHANGED4,7314,73100%$255.6K$264.3K+$8.7K2026-11-02
Private Management Group Inc
INCREASED4,7034,628+75+2%$250.0K$262.7K+$12.7K2026-11-04
Briggs Wealth Management, Inc
NEW4,664—+4,664——$260.5K—2026-10-26
Tenzing Financial LLC
NEW4,660—+4,660——$260.9K—2026-11-03
Bell Bank
UNCHANGED4,6464,64600%$251.0K$259.5K+$8.5K2026-10-21
Arcadia Wealth Management, LLC
DECREASED4,63725,346-20,709-82%$1.4M$259.0K-$1.1M2026-10-22
Quantum Financial Advisors, LLC
NEW4,582—+4,582——$256.0K—2026-11-03
Citrine Capital LLC
UNCHANGED4,5484,54800%$245.7K$254.1K+$8.4K2026-10-14
Foundry Financial LLC
INCREASED4,5264,455+71+2%$240.7K$252.8K+$12.2K2026-10-16
Clarity Wealth Development LLC
UNCHANGED4,5074,50700%$243.5K$251.8K+$8.3K2026-10-22
Roble, Belko & Company, Inc
UNCHANGED4,4894,48900%$242.0K$251.0K+$9.0K2026-11-09
Towneley Capital Management, Inc / de
INCREASED4,4624,440+22+1%$239.8K$249.2K+$9.4K2026-10-09
Allegheny Financial Group
INCREASED4,4423,792+650+17%$204.9K$248.1K+$43.3K2026-11-05
CWS Financial Advisors, LLC
DECREASED4,3994,768-369-8%$257.6K$245.7K-$11.8K2026-10-16
180 Wealth Advisors, LLC
INCREASED4,3134,252+61+1%$229.7K$240.9K+$11.2K2026-11-03
Legacy Advisors, LLC
NEW4,304—+4,304——$240.4K—2026-10-19
Summit Wealth Group, LLC
DECREASED4,3024,329-27-1%$233.9K$240.3K+$6.4K2026-11-09
Websterrogers Financial Advisors, LLC
DECREASED4,2824,437-155-3%$239.7K$239.2K-$4942026-11-02
Signaturefd, LLC
UNCHANGED4,2734,27300%$230.8K$238.7K+$7.9K2026-10-23
Atria Investments, Inc
DECREASED4,2655,158-893-17%$278.6K$238.2K-$40.4K2026-10-15
Vestment Financial LLC
NEW4,263—+4,263——$234.8K—2026-10-13
Triad Wealth Partners, LLC
DECREASED4,2544,438-184-4%$254.0K$237.6K-$16.4K2026-10-26
Apollon Wealth Management, LLC
INCREASED4,2123,709+503+14%$200.3K$235.3K+$34.9K2026-10-23
Oppenheimer & Co Inc
DECREASED4,1634,363-200-5%$235.7K$232.5K-$3.1K2026-10-26
Rinkey Investments
UNCHANGED4,1474,14700%$224.0K$231.7K+$7.6K2026-10-28
Cooke Wealth Management, LLC
DECREASED4,1414,375-234-5%$236.3K$231.3K-$5.0K2026-10-13
Caldwell Trust Co
UNCHANGED4,1344,13400%$223.3K$230.9K+$7.6K2026-10-30
3 Factor Indexing, LLC
UNCHANGED4,0834,08300%$220.6K$228.1K+$7.5K2026-10-15
Marino, Stram & Associates LLC
UNCHANGED4,0474,04700%$218.6K$226.1K+$7.4K2026-10-22
Naples Global Advisors, LLC
UNCHANGED4,0344,03400%$217.9K$225.3K+$7.4K2026-11-05
Level Wealth Management LLC
DECREASED3,9774,338-361-8%$234.3K$222.2K-$12.2K2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED3,9713,97100%$214.5K$221.8K+$7.3K2026-10-20
Trek Financial, LLC
NEW3,961—+3,961——$221.3K—2026-10-29
Concord Wealth Partners
DECREASED3,9155,875-1,960-33%$317.4K$218.7K-$98.7K2026-11-02
Russell Investments Group, Ltd.
INCREASED3,8922,584+1,308+51%$139.6K$217.4K+$77.9K2026-11-06
Freedom Investment Management, Inc.
DECREASED3,87242,025-38,153-91%$2.3M$216.3K-$2.1M2026-11-09
Orgel Wealth Management, LLC
DECREASED3,8253,868-43-1%$208.9K$213.7K+$4.7K2026-10-14
Life Planning Partners, Inc
UNCHANGED3,8113,81100%$205.9K$212.9K+$7.0K2026-10-28
CGN Advisors LLC
DECREASED3,8004,133-333-8%$223.3K$212.3K-$11.0K2026-10-21
Vawter Financial, Ltd.
UNCHANGED3,8003,80000%$205.3K$212.3K+$7.0K2026-11-10
MBL Wealth, LLC
UNCHANGED3,7903,79000%$204.7K$211.7K+$7.0K2026-10-22
BNB Wealth Management, LLC
NEW3,773—+3,773——$210.8K—2026-10-28
Winebrenner Capital Management LLC
DECREASED3,7714,102-331-8%$221.6K$210.6K-$10.9K2026-10-07
Allied Investment Advisors, LLC
UNCHANGED3,7523,75200%$202.7K$209.6K+$6.9K2026-10-13
Avion Wealth
DECREASED3,7475,140-1,393-27%$277.0K$209.0K-$68.0K2026-11-04
Fisher Asset Management, LLC
NEW3,711—+3,711——$207.3K—2026-11-06
Patten & Patten Inc
NEW3,695—+3,695——$206.4K—2026-10-26
KPP Advisory Services LLC
NEW3,662—+3,662——$204.6K—2026-10-26
OpenArc Corporate Advisory, LLC
NEW3,605—+3,605——$201.4K—2026-10-21
Scratch Capital LLC
NEW3,590—+3,590——$200.5K—2026-11-02
Kingswood Wealth Advisors, LLC
NEW3,582—+3,582——$200.1K—2026-10-23
City Holding Co
UNCHANGED3,3003,30000%$178.3K$184.3K+$6.1K2026-10-19
True Wealth Design, LLC
UNCHANGED3,0163,01600%$162.9K$168.5K+$5.5K2026-10-13
TFC Financial Management, Inc.
INCREASED2,6802,666+14+1%$144.0K$149.7K+$5.6K2026-10-26
Colony Family Offices, LLC
NEW2,576—+2,576——$143.9K—2026-10-22
Portfolio Resources Advisor Group, Inc.
NEW2,553—+2,553——$142.6K—2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED2,457701+1,756+251%$5.0K$104.0K+$99.0K2026-11-04
Angeles Wealth Management, LLC
DECREASED2,4044,594-2,190-48%$248.2K$134.3K-$113.9K2026-10-26
BankChampaign, National Association
DECREASED2,3512,451-100-4%$132.4K$131.3K-$1.1K2026-10-19
Dogwood Wealth Management LLC
DECREASED2,2292,366-137-6%$127.8K$124.5K-$3.3K2026-11-09
Wilmington Savings Fund Society, FSB
UNCHANGED2,2242,22400%$120.1K$124.2K+$4.1K2026-10-23
DecisionPoint Financial, LLC
INCREASED2,1571,650+507+31%$89.1K$118.9K+$29.8K2026-10-27
Godfrey Financial Associates, Inc.
INCREASED2,1191,496+623+42%$80.8K$118.4K+$37.6K2026-11-10
Central Trust Co
DECREASED1,9712,987-1,016-34%$161.4K$110.1K-$51.3K2026-11-05
Thompson Investment Management, Inc.
UNCHANGED1,9631,96300%$106.0K$109.7K+$3.6K2026-10-14
Pacific Center for Financial Services
UNCHANGED1,9161,91600%$103.5K$107.0K+$3.5K2026-10-15
Jnba Financial Advisors
INCREASED1,8751,388+487+35%$75.0K$104.7K+$29.8K2026-11-03
Investors Research Corp
NEW1,853—+1,853——$103.5K—2026-10-07
Retirement Wealth Solutions LLC
UNCHANGED1,8491,84900%$99.9K$103.3K+$3.4K2026-10-07
Hickory Point Bank & Trust
UNCHANGED1,7921,79200%$96.8K$100.1K+$3.3K2026-10-01
Farmers & Merchants Investments Inc
NEW1,713—+1,713——$95.7K—2026-10-22
Cassaday & Co Wealth Management LLC
UNCHANGED1,4691,46900%$79.4K$82.1K+$2.7K2026-10-27
Register Financial Advisors LLC
UNCHANGED1,4551,45500%$78.6K$81.3K+$2.7K2026-10-23
SYM Financial Corp
UNCHANGED1,4441,44400%$78.0K$80.7K+$2.7K2026-10-26
Capital Advisors, Ltd. LLC
UNCHANGED1,4231,42300%$77$79.0K+$78.9K2026-10-27
Bokf, NA
UNCHANGED1,4061,40600%$76.0K$78.5K+$2.6K2026-10-27
Pinnacle Bancorp, Inc.
DECREASED1,3751,653-278-17%$89.3K$76.8K-$12.5K2026-10-21
Paladin Advisory Group, LLC
UNCHANGED1,3351,33500%$72.1K$74.6K+$2.5K2026-11-09
Cape Investment Advisory, Inc.
UNCHANGED1,2661,26600%$68.4K$70.7K+$2.3K2026-10-13
Harbor Investment Advisory, LLC
UNCHANGED1,2301,23000%$66.4K$68.7K+$2.3K2026-10-13
American Capital Advisory, LLC
INCREASED1,1361,124+12+1%$60.7K$63.5K+$2.7K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED1,0781,045+33+3%$56.5K$60.2K+$3.8K2026-11-03
GHP Investment Advisors, Inc.
INCREASED1,0221,017+5+0%$54.9K$57.1K+$2.2K2026-10-15
Gables Capital Management Inc.
UNCHANGED1,0001,00000%$54.0K$55.9K+$1.8K2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED99499400%$53.7K$55.5K+$1.8K2026-11-03
Prudent Man Investment Management, Inc.
UNCHANGED97097000%$48.4K$54.2K+$5.8K2026-11-03
Creative Financial Designs Inc
INCREASED958400+558+140%$21.6K$53.5K+$31.9K2026-11-04
Private Wealth Management Group, LLC
UNCHANGED90490400%$48.8K$50.5K+$1.7K2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
NEW864—+864——$48.3K—2026-10-28
Redwood Park Advisors LLC
INCREASED720717+3+0%$38.7K$40.2K+$1.5K2026-11-02
William Mack & Associates, Inc.
NEW686—+686——$38.3K—2026-10-27
Montgomery Financial Services LLC
UNCHANGED60760700%$32.8K$33.9K+$1.1K2026-11-03
Key FInancial Inc
UNCHANGED57657600%$31.1K$32.2K+$1.1K2026-11-02
Kingdom Financial Group Llc.
NEW573—+573——$32.0K—2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED56056000%$30.3K$31.3K+$1.0K2026-11-04
Barrett & Company, Inc.
UNCHANGED54954900%$29.7K$30.7K+$1.0K2026-10-22
Horizon Financial Services, LLC
UNCHANGED49149100%$26.5K$27.4K+$9032026-11-04
Creative Capital Management Investments LLC
NEW483—+483——$27.0K—2026-10-28
Transce3nd, LLC
DECREASED449512-63-12%$28.4K$25.4K-$3.0K2026-10-26
Barnes Dennig Private Wealth Management LLC
NEW436—+436——$24.4K—2026-10-30
Catherine Avery Investment Management LLC
UNCHANGED43643600%$23.6K$24.4K+$8022026-10-14
Guardian Partners Inc.
INCREASED406100+306+306%$5.4K$22.7K+$17.3K2026-10-21
Abound Wealth Management
DECREASED402462-60-13%$25.0K$22.4K-$2.5K2026-10-26
Oakworth Capital, Inc.
UNCHANGED37437400%$20.2K$20.9K+$7002026-10-26
Hantz Financial Services, Inc.
DECREASED3341,288-954-74%$70.0K$19-$70.0K2026-11-09
Chapman Financial Group, LLC
UNCHANGED33033000%$17.8K$18.4K+$6072026-10-26
Key Capital Management, Inc
NEW309—+309——$17.3K—2026-11-03
Montag A & Associates Inc
INCREASED28147+234+498%$2.5K$15.7K+$13.2K2026-10-29
Fairway Wealth LLC
UNCHANGED26326300%$14.2K$14.7K+$4842026-10-30
Trust Co of Toledo NA
UNCHANGED25625600%$13.8K$14.3K+$4712026-10-16
Cranbrook Wealth Management, LLC
UNCHANGED22322300%$12.0K$12.5K+$4102026-10-28
Hara Capital LLC
UNCHANGED20020000%$10.8K$11.2K+$3682026-10-30
Trust Co of Vermont
UNCHANGED19619600%$10.6K$10.9K+$3612026-10-21
Godsey & Gibb, Inc
UNCHANGED18118100%$9.8K$10.1K+$3332026-10-14
Elevation Wealth Partners, LLC
INCREASED171170+1+1%$9.2K$9.5K+$3602026-10-07
Highline Wealth Partners LLC
UNCHANGED16516500%$8.9K$9.2K+$3042026-10-19
Signature Resources Capital Management, LLC
DECREASED163303-140-46%$16.4K$9.1K-$7.3K2026-10-16
Breakwater Investment Management
UNCHANGED14514500%$7.9K$8.1K+$2672026-10-20
Simplex Trading, LLC
DECREASED1381,290-1,152-89%$69.7K$7.7K-$62.0K2026-11-04
First Community Trust NA
DECREASED1331,287-1,154-90%$69.5K$7.4K-$62.1K2026-10-07
Tounjian Advisory Partners, LLC
INCREASED130129+1+1%$7.0K$7.2K+$2722026-11-04
Buck Wealth Strategies, LLC
INCREASED118117+1+1%$6.3K$6.6K+$2422026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED11011000%$5.9K$6.1K+$2022026-10-20
CX Institutional
DECREASED94903-809-90%$49$5-$442026-10-02
Blue Trust, Inc.
NEW84—+84——$4.7K—2026-10-15
Strive Financial Group,LLC
UNCHANGED636300%$3.4K$3.5K+$1162026-11-09
GoalVest Advisory LLC
NEW39—+39——$2.2K—2026-10-02
Trust Co
UNCHANGED353500%$1.9K$2.0K+$642026-10-09
Golden State Wealth Management, LLC
UNCHANGED303000%$1.6K$1.7K+$552026-11-02
Lanark Financial, Inc.
NEW26—+26——$1.5K—2026-10-26
Signature Equity Partners, LLC
NEW17—+17——$950—2026-10-29
Citizens National Bank Trust Department
UNCHANGED8800%$432$447+$152026-11-04
WPG Advisers, LLC
UNCHANGED6600%$324$335+$112026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED5500%$270$279+$92026-11-02
Citigroup Inc
INCREASED31+2+200%$54$168+$1142026-11-04
FIG Financial Advisory Services Inc
CLOSED041,723-41,723-100%$2.3M$0-$2.3M2026-10-07
Sunesis Advisors, LLC
CLOSED016,314-16,314-100%$881.3K$0-$881.3K2026-10-26
Five Oceans Advisors
CLOSED09,009-9,009-100%$486.7K$0-$486.7K2026-10-22
Wolfstich Capital, LLC
CLOSED06,771-6,771-100%$371.5K$0-$371.5K2026-10-14
PFG Advisors
CLOSED06,582-6,582-100%$355.6K$0-$355.6K2026-10-16
Intentional Wealth Strategies, LLC
CLOSED04,986-4,986-100%$269.3K$0-$269.3K2026-11-09
Aprio Wealth Management, LLC
CLOSED04,185-4,185-100%$226.1K$0-$226.1K2026-10-28
Independent Financial Group, LLC
CLOSED04,174-4,174-100%$225.5K$0-$225.5K2026-10-13
Accurate Wealth Management, LLC
CLOSED03,793-3,793-100%$210.2K$0-$210.2K2026-10-20
LifeSteps Financial, Inc.
CLOSED01,116-1,116-100%$60.3K$0-$60.3K2026-10-15
Arlington Trust Co LLC
CLOSED01,010-1,010-100%$54.6K$0-$54.6K2026-10-20
Atlatl Advisers LLC
CLOSED0748-748-100%$40.4K$0-$40.4K2026-10-22
Cornerstone Planning Group LLC
CLOSED0655-655-100%$36.8K$0-$36.8K2026-10-16
Chilton Capital Management LLC
CLOSED0551-551-100%$29.8K$0-$29.8K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED0254-254-100%$13.7K$0-$13.7K2026-10-26
American National Bank & Trust
CLOSED0175-175-100%$9.5K$0-$9.5K2026-10-07
AdvisorNet Financial, Inc
CLOSED0165-165-100%$8.9K$0-$8.9K2026-10-15
Merrithew & Thorsten Inc
CLOSED095-95-100%$5$0-$52026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED077-77-100%$4$0-$42026-10-14
Archer Investment Corp
CLOSED026-26-100%$1.4K$0-$1.4K2026-11-05
NorthAvenue LLC
CLOSED025-25-100%$1.4K$0-$1.4K2026-10-29
Nfsg Corp
CLOSED018-18-100%$972$0-$9722026-10-15
Birchwood Financial Partners, Inc.
CLOSED015-15-100%$810$0-$8102026-11-02
Northwestern Mutual Wealth Management Co
N/A—33,545,101-33,545,101-100%$1.8B———
Mercer Global Advisors Inc
N/A—23,955,107-23,955,107-100%$1.3B———
Focus Partners Wealth
N/A—17,198,028-17,198,028-100%$929.0M———
EP Wealth Advisors, LLC
N/A—9,199,022-9,199,022-100%$496.9M———
Northern Trust Corp
N/A—7,239,321-7,239,321-100%$391.1M———
Focus Partners Advisor Solutions, LLC
N/A—5,930,567-5,930,567-100%$320.4M———
Envestnet Asset Management Inc
N/A—5,084,560-5,084,560-100%$274.7M———
Raymond James Financial Inc
N/A—4,684,862-4,684,862-100%$253.1M———
Bank of America Corp
N/A—3,834,628-3,834,628-100%$207.1M———
Cerity Partners LLC
N/A—3,631,961-3,631,961-100%$196.2M———
Jones Financial Companies Lllp
N/A—3,479,895-3,479,895-100%$187.5M———
UBS Group AG
N/A—2,448,827-2,448,827-100%$132.3M———
Nomura Asset Management International Inc.
N/A—1,998,100-1,998,100-100%$107.9M———
Beacon Pointe Advisors, LLC
N/A—1,965,098-1,965,098-100%$106.2M———
Cetera Investment Advisers
N/A—1,918,032-1,918,032-100%$103.6M———
Team Hewins, LLC
N/A—1,745,668-1,745,668-100%$94.3M———
Jackson Thornton Wealth Management, LLC
N/A—1,610,229-1,610,229-100%$87.0M———
Royal Bank of Canada
N/A—1,543,806-1,543,806-100%$83.4M———
Jane Street Group, LLC
N/A—1,306,543-1,306,543-100%$70.6M———
Wells Fargo & Company
N/A—1,245,108-1,245,108-100%$67.3M———
Sequoia Financial Advisors, LLC
N/A—1,217,842-1,217,842-100%$65.8M———
Beaird Harris Wealth Management, LLC
N/A—1,144,454-1,144,454-100%$61.8M———
Smartleaf Asset Management LLC
N/A—1,083,909-1,083,909-100%$58.5M———
KEB Asset Management, LLC
N/A—950,337-950,337-100%$51.3M———
Waverly Advisors, LLC
N/A—940,947-940,947-100%$50.8M———
Mariner, LLC
N/A—873,528-873,528-100%$47.2M———
Equitable Holdings, Inc.
N/A—858,805-858,805-100%$46.4M———
Parkwoods Wealth Partners, LLC
N/A—839,208-839,208-100%$45.3M———
Strategic Financial Services, Inc.
N/A—820,043-820,043-100%$44.3M———
Pallas Capital Advisors LLC
N/A—730,191-730,191-100%$39.4M———
Premier Financial Group
N/A—701,432-701,432-100%$37.9M———
Planning Center, Inc.
N/A—673,128-673,128-100%$36.4M———
Baird Financial Group, Inc.
N/A—616,504-616,504-100%$33.3M———
Tobias Financial Advisors, Inc.
N/A—610,701-610,701-100%$33.0M———
Hill Investment Group Partners, LLC
N/A—579,199-579,199-100%$31.3M———
JPMorgan Chase & Co
N/A—574,462-574,462-100%$31.0M———
Peapack Gladstone Financial Corp
N/A—531,033-531,033-100%$28.7M———
MML Investors Services, LLC
N/A—513,667-513,667-100%$27.7M———
AQR Capital Management LLC
N/A—456,692-456,692-100%$24.7M———
Osaic Holdings, Inc.
N/A—451,840-451,840-100%$24.4M———
Rockefeller Capital Management L.P.
N/A—429,826-429,826-100%$23.2M———
Pinney & Scofield, Inc.
N/A—424,299-424,299-100%$22.9M———
Mason Street Advisors, LLC
N/A—414,285-414,285-100%$22.4M———
Fischer Investment Strategies, LLC
N/A—399,195-399,195-100%$21.6M———
Capital Analysts, LLC
N/A—396,571-396,571-100%$21.4M———
LRI Investments, LLC
N/A—384,826-384,826-100%$20.8M———
Dopkins Wealth Management, LLC
N/A—382,231-382,231-100%$20.6M———
VeraBank, N.A.
N/A—363,849-363,849-100%$19.7M———
Moneta Group Investment Advisors LLC
N/A—360,198-360,198-100%$19.5M———
Claris Advisors, LLC / MO /
N/A—356,869-356,869-100%$19.3M———
Disciplined Investments, LLC
N/A—341,670-341,670-100%$18.5M———
Rather & Kittrell, Inc.
N/A—332,782-332,782-100%$18.0M———
Captrust Financial Advisors
N/A—332,152-332,152-100%$17.9M———
Penserra Capital Management LLC
N/A—330,182-330,182-100%$17.8M———
Integrated Wealth Concepts LLC
N/A—302,192-302,192-100%$16.3M———
Great OAK Capital Partners, LLC
N/A—297,894-297,894-100%$16.5M———
Stifel Financial Corp
N/A—295,758-295,758-100%$16.0M———
Natixis Advisors, LLC
N/A—284,593-284,593-100%$15.4M———
Ruedi Wealth Management, Inc.
N/A—280,259-280,259-100%$15.1M———
Private Advisor Group, LLC
N/A—274,682-274,682-100%$14.8M———
Aurdan Capital Management, LLC
N/A—274,106-274,106-100%$14.8M———
Pathstone Holdings, LLC
N/A—265,877-265,877-100%$14.4M———
Savvy Advisors, Inc.
N/A—265,857-265,857-100%$14.4M———
KM Capital Management Ltd.
N/A—263,051-263,051-100%$14.2M———
Quantinno Capital Management LP
N/A—248,725-248,725-100%$13.4M———
MAI Capital Management
N/A—247,904-247,904-100%$13.4M———
Morgan Stanley
N/A—216,884-216,884-100%$11.7M———
Summit Financial, LLC
N/A—210,265-210,265-100%$11.4M———
Advisory Alpha, LLC
N/A—198,674-198,674-100%$10.7M———
Rothschild Wealth LLC
N/A—198,381-198,381-100%$10.7M———
EQ Wealth Advisors, LLC
N/A—195,764-195,764-100%$10.6M———
AE Wealth Management LLC
N/A—195,742-195,742-100%$10.6M———
Barnes Pettey Financial Advisors, LLC
N/A—187,707-187,707-100%$10.1M———
Steward Partners Investment Advisory, LLC
N/A—162,189-162,189-100%$8.8M———
Sanctuary Advisors, LLC
N/A—157,924-157,924-100%$8.5M———
Strategic Investment Solutions, Inc.
N/A—153,038-153,038-100%$8.3M———
Financial Engines Advisors L.L.C.
N/A—152,208-152,208-100%$8.2M———
J. Mark Nickell & Co.
N/A—152,164-152,164-100%$8.2M———
Causey Wealth LLC
N/A—137,253-137,253-100%$7.4M———
Cordant, Inc.
N/A—131,839-131,839-100%$7.1M———
Vance Wealth, LLC
N/A—131,564-131,564-100%$7.1M———
Vistica Wealth Advisors, LLC
N/A—131,563-131,563-100%$7.1M———
Stratos Wealth Partners, Ltd.
N/A—124,517-124,517-100%$6.7M———
Estate Counselors, LLC
N/A—122,491-122,491-100%$6.6M———
ATLas Financial Planning LLC
N/A—122,378-122,378-100%$6.6M———
Whittier Trust Co
N/A—119,178-119,178-100%$6.6M———
Segall Bryant & Hamill, LLC
N/A—117,382-117,382-100%$6.3M———
Composition Wealth, LLC
N/A—111,428-111,428-100%$6.0M———
Commerce Bank
N/A—107,647-107,647-100%$5.8M———
Advisory Services Network, LLC
N/A—107,354-107,354-100%$5.8M———
Wealthspire Advisors, LLC
N/A—106,405-106,405-100%$5.7M———
CreativeOne Wealth, LLC
N/A—104,480-104,480-100%$5.6M———
FMR LLC
N/A—104,030-104,030-100%$5.6M———
World Investment Advisors
N/A—101,634-101,634-100%$5.4M———
Betterment LLC
N/A—99,071-99,071-100%$5.4M———
Graver Capital Management, LLC
N/A—98,123-98,123-100%$5.3M———
CVA Family Office, LLC
N/A—95,902-95,902-100%$5.2M———
Castle Wealth Management LLC
N/A—94,801-94,801-100%$5.1M———
Envestnet Portfolio Solutions, Inc.
N/A—94,567-94,567-100%$5.1M———
Beacon Harbor Wealth Advisors, Inc.
N/A—92,617-92,617-100%$5.3M———
Benningfield Financial Advisors, LLC
N/A—91,102-91,102-100%$4.9M———
Brown Advisory Inc
N/A—89,682-89,682-100%$4.8M———
NewEdge Wealth, LLC
N/A—84,584-84,584-100%$4.6M———
FMB Wealth Management
N/A—80,607-80,607-100%$4.4M———
Beckerman Institutional, LLC
N/A—80,389-80,389-100%$4.3M———
&partners
N/A—79,274-79,274-100%$4.3M———
Bleakley Financial Group, LLC
N/A—74,583-74,583-100%$4.0M———
Corus Family Wealth Advisors
N/A—74,062-74,062-100%$4.0M———
Evergreen Wealth Partners LLC
N/A—73,647-73,647-100%$4.0M———
Per Stirling Capital Management, Llc.
N/A—73,425-73,425-100%$4.0M———
Janney Montgomery Scott LLC
N/A—70,678-70,678-100%$3.8M———
Aegis Wealth Management LLC
N/A—67,622-67,622-100%$3.7M———
NewEdge Advisors, LLC
N/A—61,277-61,277-100%$3.3M———
Kilner Capital Advisors, LLC
N/A—57,155-57,155-100%$3.2M———
Arax Advisory Partners
N/A—56,436-56,436-100%$3.0M———
Mutual Advisors, LLC
N/A—54,293-54,293-100%$2.9M———
JMG Financial Group, Ltd.
N/A—52,939-52,939-100%$2.9M———
Investment Advisory Group, LLC
N/A—49,974-49,974-100%$2.7M———
McCartney Wealth Management LLC
N/A—49,342-49,342-100%$2.7M———
O'shaughnessy Asset Management, LLC
N/A—49,118-49,118-100%$2.7M———
Atlantic Union Bankshares Corp
N/A—48,859-48,859-100%$2.6M———
Cloud Capital Management, LLC
N/A—48,515-48,515-100%$2.6M———
Morris Financial Concepts, Inc.
N/A—47,333-47,333-100%$2.6M———
Boston Partners
N/A—46,889-46,889-100%$2.5M———
Platform Wealth Management, LLC
N/A—45,467-45,467-100%$2.5M———
a16z Perennial Management, L.P.
N/A—45,008-45,008-100%$2.4M———
Steelhead Wealth Management LLC
N/A—43,739-43,739-100%$2.4M———
Faithward Advisors, LLC
N/A—43,144-43,144-100%$2.3M———
Sovereign Financial Group, Inc.
N/A—40,119-40,119-100%$2.2M———
Medallion Wealth Advisors, LLC
N/A—40,008-40,008-100%$2.2M———
Zhang Financial LLC
N/A—39,895-39,895-100%$2.2M———
Applied Capital LLC
N/A—38,926-38,926-100%$2.1M———
Stillwater Private Wealth, LLC
N/A—38,137-38,137-100%$2.2K———
Zacks Investment Management
N/A—38,103-38,103-100%$2.1M———
Seven Springs Wealth Group, LLC
N/A—37,585-37,585-100%$2.0M———
Arkadios Wealth Advisors
N/A—37,334-37,334-100%$2.0M———
American Investment Services, Inc.
N/A—35,620-35,620-100%$1.9M———
Ballentine Partners, LLC
N/A—35,020-35,020-100%$1.9M———
Vantage Point Financial LLC
N/A—34,690-34,690-100%$1.9M———
Curi Capital, LLC
N/A—34,108-34,108-100%$1.8M———
CSS LLC
N/A—33,970-33,970-100%$1.8M———
Nuveen, LLC
N/A—32,687-32,687-100%$1.8M———
Cresset Asset Management, LLC
N/A—30,769-30,769-100%$1.7M———
SEI Investments Co
N/A—30,418-30,418-100%$1.6M———
Gotham Asset Management, LLC
N/A—30,008-30,008-100%$1.6M———
QRG Capital Management, Inc.
N/A—29,940-29,940-100%$1.6M———
RB Capital Management, LLC
N/A—29,763-29,763-100%$1.6M———
Berger Financial Group, Inc
N/A—29,516-29,516-100%$1.6M———
Dorsey & Whitney Trust Co LLC
N/A—28,777-28,777-100%$1.6M———
Broadhurst Jeffrey B
N/A—27,717-27,717-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—27,285-27,285-100%$1.5M———
Rehmann Capital Advisory Group
N/A—27,245-27,245-100%$1.5M———
Advyzon Investment Management, LLC
N/A—26,918-26,918-100%$1.5M———
Bridge Generations Wealth Management LLC
N/A—25,732-25,732-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—22,848-22,848-100%$1.2M———
Longview Financial Advisors LLC
N/A—22,729-22,729-100%$1.2M———
Compass Capital Corp
N/A—21,749-21,749-100%$1.3M———
Callan Family Office, LLC
N/A—21,605-21,605-100%$1.2M———
Eaton Financial Holdings Company, LLC
N/A—21,236-21,236-100%$1.1M———
Brand Asset Management Group, Inc.
N/A—21,043-21,043-100%$1.1M———
GWN Securities Inc.
N/A—20,908-20,908-100%$1.1M———
Mpwm Advisory Solutions, LLC
N/A—20,668-20,668-100%$1.1M———
IEQ Capital, LLC
N/A—20,160-20,160-100%$1.1M———
Bragg Financial Advisors, Inc
N/A—20,004-20,004-100%$1.1M———
Capital Investment Management, Inc.
N/A—19,733-19,733-100%$1.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—19,432-19,432-100%$1.0M———
Curio Wealth, LLC
N/A—19,201-19,201-100%$1.0M———
NerdWallet Wealth Partners, LLC
N/A—18,783-18,783-100%$1.0M———
Ellenbecker Investment Group
N/A—18,747-18,747-100%$1.0M———
Tandem Financial, LLC
N/A—18,403-18,403-100%$994.1K———
JT Stratford LLC
N/A—18,296-18,296-100%$988.3K———
Pinnacle Financial Partners, Inc.
N/A—18,040-18,040-100%$974.5K———
BlackRock, Inc.
N/A—17,843-17,843-100%$963.9K———
Ameriprise Financial Inc
N/A—17,199-17,199-100%$929.1K———
Global Retirement Partners, LLC
N/A—17,014-17,014-100%$919.1K———
Wealthspan Partners, LLC
N/A—16,551-16,551-100%$894.1K———
Modern Wealth Management, LLC
N/A—15,911-15,911-100%$859.5K———
Madison Wealth Partners, Inc
N/A—15,459-15,459-100%$835.1K———
Alesco Advisors, LLC, An ESL Co
N/A—15,380-15,380-100%$830.8K———
TRU Independence Asset Management 2, LLC
N/A—14,802-14,802-100%$799.6K———
Coastal Bridge Advisors, LLC
N/A—14,680-14,680-100%$793.0K———
GTS Securities LLC
N/A—14,109-14,109-100%$762.2K———
Fort Point Capital Partners LLC
N/A—13,767-13,767-100%$743.7K———
Goepper Burkhardt LLC
N/A—13,742-13,742-100%$742.3K———
Navis Wealth Advisors, LLC
N/A—13,573-13,573-100%$733.2K———
Compass Advisory Group LLC
N/A—12,772-12,772-100%$689.9K———
CIBC Bancorp USA Inc.
N/A—12,625-12,625-100%$682.0K———
Trailhead Planners LLC
N/A—12,404-12,404-100%$670.1K———
M&T Bank Corp
N/A—12,208-12,208-100%$659.5K———
Hanover Advisors Inc
N/A—12,177-12,177-100%$657.8K———
Vantus Wealth LLC
N/A—12,120-12,120-100%$654.7K———
Orcam Financial Group
N/A—11,820-11,820-100%$638.5K———
Pasadena Private Wealth, LLC
N/A—11,483-11,483-100%$620.3K———
Roundview Capital LLC
N/A—11,288-11,288-100%$609.8K———
Pure Financial Advisors, LLC
N/A—11,009-11,009-100%$594.7K———
First Western Trust Bank
N/A—10,876-10,876-100%$587.5K———
WealthCollab, LLC
N/A—10,754-10,754-100%$581.0K———
Mosaic Family Wealth Partners, LLC
N/A—10,742-10,742-100%$580.3K———
E-Wealth Partners, LLC
N/A—10,674-10,674-100%$576.6K———
Range Advisory, LLC
N/A—10,381-10,381-100%$560.8K———
Truepoint, Inc.
N/A—10,353-10,353-100%$559.3K———
Passive Capital Management, Llc.
N/A—10,272-10,272-100%$512.6K———
Lansing Street Advisors
N/A—10,110-10,110-100%$546.1K———
Brown Brothers Harriman & Co
N/A—9,766-9,766-100%$527.6K———
Permanent Capital Management, LP
N/A—9,670-9,670-100%$522.4K———
Beta Wealth Group, Inc.
N/A—9,657-9,657-100%$521.7K———
Orion Porfolio Solutions, LLC
N/A—9,315-9,315-100%$503.2K———
BBR Partners, LLC
N/A—9,300-9,300-100%$502.4K———
Nicolet Bankshares Inc
N/A—9,171-9,171-100%$495.4K———
One Charles Private Wealth Services, LLC
N/A—9,157-9,157-100%$494.7K———
Principal Securities, Inc.
N/A—8,676-8,676-100%$468.7K———
Aptus Capital Advisors, LLC
N/A—8,519-8,519-100%$460.2K———
BOK Financial Private Wealth, Inc.
N/A—8,358-8,358-100%$451.5K———
Stratos Investment Management, LLC
N/A—8,320-8,320-100%$449.5K———
Westmount Partners, LLC
N/A—8,272-8,272-100%$446.9K———
Ponta Wealth Partners, LLC
N/A—8,167-8,167-100%$441.2K———
Painted Porch Advisors LLC
N/A—8,108-8,108-100%$438.0K———
Mayport, LLC
N/A—7,681-7,681-100%$414.9K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—7,355-7,355-100%$397.3K———
Harvest Investment Services, LLC
N/A—7,305-7,305-100%$394.6K———
Nalls Sherbakoff Group, LLC
N/A—7,222-7,222-100%$390.1K———
Professional Financial Solutions LLC
N/A—7,015-7,015-100%$379.0K———
Shufro Rose & Co LLC
N/A—6,838-6,838-100%$369.4K———
Vestmark Advisory Solutions, Inc.
N/A—6,656-6,656-100%$359.6K———
Huntington National Bank
N/A—6,641-6,641-100%$358.7K———
Cary Street Partners Financial LLC
N/A—6,591-6,591-100%$356.0K———
Family Manage LLC
N/A—6,457-6,457-100%$348.8K———
Laird Norton Wetherby Trust Company, LLC
N/A—6,443-6,443-100%$348.1K———
BFC Planning, Inc.
N/A—6,302-6,302-100%$340.4K———
Bridgewater Advisors Inc.
N/A—5,987-5,987-100%$342.8K———
Fiduciary Trust Co
N/A—5,924-5,924-100%$320.0K———
Caprock Group, LLC
N/A—5,899-5,899-100%$318.7K———
Two Sigma Securities, LLC
N/A—5,571-5,571-100%$300.9K———
WNY Asset Management, LLC
N/A—5,394-5,394-100%$291.4K———
Granite Bay Wealth Management, LLC
N/A—5,073-5,073-100%$274.0K———
Orion Capital Management LLC
N/A—4,928-4,928-100%$266.2K———
Stonebridge Financial Group, LLC
N/A—4,924-4,924-100%$265.0K———
Safeguard Investment Advisory Group, LLC
N/A—4,856-4,856-100%$262.3K———
Empower Advisory Group, LLC
N/A—4,820-4,820-100%$260.4K———
Exit Wealth Advisors, Llc.
N/A—4,566-4,566-100%$246.6K———
Delos Wealth Advisors, LLC
N/A—4,481-4,481-100%$242.1K———
Franklin Resources Inc
N/A—4,420-4,420-100%$238.8K———
Ausdal Financial Partners, Inc.
N/A—4,398-4,398-100%$237.6K———
Canal Capital Management, LLC
N/A—4,393-4,393-100%$237.3K———
Jaffetilchin Investment Partners, LLC
N/A—4,389-4,389-100%$237.1K———
Heron Bay Capital Management
N/A—4,315-4,315-100%$233.1K———
Aspire Growth Partners LLC
N/A—4,217-4,217-100%$227.8K———
Ameritas Investment Partners, Inc.
N/A—4,182-4,182-100%$225.9K———
Kinloch Capital, LLC
N/A—4,138-4,138-100%$223.5K———
UBS Asset Management Americas LLC
N/A—3,965-3,965-100%$214.2K———
Kovack Advisors, Inc.
N/A—3,883-3,883-100%$209.7K———
Corsicana & Co.
N/A—3,825-3,825-100%$206.6K———
Brio Consultants, LLC
N/A—3,820-3,820-100%$206.4K———
Fortis Advisors, LLC
N/A—3,770-3,770-100%$203.6K———
Invst, LLC
N/A—3,738-3,738-100%$201.9K———
C M Bidwell & Associates LTD
N/A—3,353-3,353-100%$181.1K———
Atomic Invest LLC
N/A—3,105-3,105-100%$167.6K———
Fiduciary Financial Advisors
N/A—2,941-2,941-100%$158.8K———
Sittner & Nelson, LLC
N/A—2,760-2,760-100%$149.1K———
Bartlett & Co. Wealth Management LLC
N/A—2,248-2,248-100%$121.4K———
Operose Advisors LLC
N/A—2,009-2,009-100%$108.5K———
Forum Finance Group S.A.
N/A—1,795-1,795-100%$78———
Rialto Wealth Management, LLC
N/A—1,737-1,737-100%$93.8K———
Cary Street Partners Investment Advisory LLC
N/A—1,379-1,379-100%$74.5K———
Measured Wealth Private Client Group, LLC
N/A—1,236-1,236-100%$66.8K———
FWL Investment Management, LLC
N/A—1,204-1,204-100%$65.0K———
Dunhill Financial, LLC
N/A—1,197-1,197-100%$64.7K———
Tradewinds, Llc.
N/A—1,108-1,108-100%$13.4M———
Glen Eagle Advisors, LLC
N/A—1,050-1,050-100%$56.7K———
Bogart Wealth, LLC
N/A—1,002-1,002-100%$54.2K———
Colonial Trust Advisors
N/A—995-995-100%$53.8K———
Prosperity Bancshares Inc
N/A—942-942-100%$50.9K———
Vanguard Advisers Inc
N/A—853-853-100%$46.1K———
Ancora Advisors LLCA
N/A—615-615-100%$33.2K———
Tiaa Wealth Investment Management LLC
N/A—533-533-100%$28.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—532-532-100%$28.7K———
Glassman Wealth Services
N/A—500-500-100%$27.0K———
Anchor Investment Management, LLC
N/A—407-407-100%$22.0K———
Whittier Trust Co of Nevada Inc
N/A—398-398-100%$22.0K———
Providence Capital Advisors, LLC
N/A—374-374-100%$20.2K———
Hollencrest Capital Management
N/A—348-348-100%$18.8K———
Howe & Rusling Inc
N/A—313-313-100%$16.9K———
Timmons Wealth Management, LLC
N/A—232-232-100%$12.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—225-225-100%$12.1K———
Cambient Family Office, LLC
N/A—176-176-100%$9.5K———
Rothschild Investment LLC
N/A—140-140-100%$7.6K———
Truvestments Capital LLC
N/A—104-104-100%$5.6K———
Millstone Evans Group, LLC
N/A—89-89-100%$4.8K———
Glenmede Trust Co NA
N/A—46-46-100%$2.5K———
Synergy Investment Management, LLC
N/A—38-38-100%$2.1K———
Swan Capital LLC
N/A—19-19-100%$1.0K———
Strategic Wealth Partners, Ltd.
N/A—11-11-100%$594———
Manning & Napier Advisors LLC
N/A—9-9-100%$486———
ST Germain D J Co Inc
N/A—00—$11———
Logan Capital Management Inc
N/A—00—$2———
Showing 949 of 949 institutions