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Exxonmobil Holdings Corp (XOM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
NEW
Shares99,964,365
Change+99,964,365
Value$16.3B
Filed 2026-11-06
Bank of New York Mellon Corp
NEW
Shares35,849,842
Change+35,849,842
Value$5.8B
Filed 2026-11-05
Fisher Asset Management, LLC
NEW
Shares31,933,523
Change+31,933,523
Value$5.2B
Filed 2026-11-06
Dimensional Fund Advisors LP
NEW
Shares26,860,553
Change+26,860,553
Value$4.4B
Filed 2026-11-04
Amundi
INCREASED
Shares25,661,296 from 22,318,051
Change+3,343,245 (+15%)
Value$4.2B (+$1.1B)
Filed 2026-11-06
Deutsche Bank Ag\
NEW
Shares12,132,552
Change+12,132,552
Value$2.0B
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
NEW
Shares10,713,212
Change+10,713,212
Value$1.7B
Filed 2026-11-05
PNC Financial Services Group, Inc.
NEW
Shares9,618,945
Change+9,618,945
Value$1.6B
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
NEW
Shares8,782,979
Change+8,782,979
Value$1.4B
Filed 2026-10-29
LPL Financial LLC
NEW
Shares7,116,281
Change+7,116,281
Value$1.2B
Filed 2026-11-06
Principal Financial Group Inc
NEW
Shares6,442,455
Change+6,442,455
Value$1.0B
Filed 2026-11-02
Citigroup Inc
NEW
Shares5,722,552
Change+5,722,552
Value$931.3M
Filed 2026-11-04
Ninety One UK Ltd
NEW
Shares3,493,487
Change+3,493,487
Value$568.6M
Filed 2026-10-15
Fifth Third Bancorp
NEW
Shares3,309,508
Change+3,309,508
Value$538.6M
Filed 2026-11-05
US Bancorp \de\
NEW
Shares3,221,179
Change+3,221,179
Value$524.2M
Filed 2026-11-05
New York State Teachers Retirement System
NEW
Shares3,061,975
Change+3,061,975
Value$498.3M
Filed 2026-10-22
Russell Investments Group, Ltd.
NEW
Shares2,792,390
Change+2,792,390
Value$454.2M
Filed 2026-11-06
MacKenzie Financial Corp
NEW
Shares2,380,728
Change+2,380,728
Value$387.5M
Filed 2026-11-02
Creative Planning
NEW
Shares2,363,050
Change+2,363,050
Value$384.6M
Filed 2026-11-02
Assenagon Asset Management S.A.
NEW
Shares2,311,692
Change+2,311,692
Value$376.2M
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares2,253,880
Change+2,253,880
Value$366.2M
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW
Shares2,195,339
Change+2,195,339
Value$348.6M
Filed 2026-10-13
Truist Financial Corp
NEW
Shares2,016,293
Change+2,016,293
Value$328.2M
Filed 2026-10-30
Asset Management One Co., Ltd.
NEW
Shares1,955,013
Change+1,955,013
Value$318.2M
Filed 2026-10-27
Commonwealth Equity Services, LLC
NEW
Shares1,950,979
Change+1,950,979
Value$317.5M
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
NEW
Shares1,903,718
Change+1,903,718
Value$309.8M
Filed 2026-10-20
Fort Washington Investment Advisors Inc
NEW
Shares1,870,509
Change+1,870,509
Value$304.4M
Filed 2026-10-15
Bokf, NA
NEW
Shares1,820,595
Change+1,820,595
Value$296.3M
Filed 2026-10-27
LSV Asset Management
NEW
Shares1,809,242
Change+1,809,242
Value$294.5M
Filed 2026-11-06
ProShare Advisors LLC
NEW
Shares1,763,449
Change+1,763,449
Value$287.0M
Filed 2026-10-29
Pictet Asset Management Holding SA
NEW
Shares1,721,663
Change+1,721,663
Value$280.2M
Filed 2026-11-03
Strs Ohio
NEW
Shares1,652,037
Change+1,652,037
Value$268.9M
Filed 2026-10-30
Great Lakes Advisors, LLC
INCREASED
Shares1,595,610 from 1,441,371
Change+154,239 (+11%)
Value$259.7M (+$62.6M)
Filed 2026-11-06
CIBC Asset Management Inc
NEW
Shares1,485,027
Change+1,485,027
Value$241.7M
Filed 2026-11-05
King Luther Capital Management Corp
NEW
Shares1,450,481
Change+1,450,481
Value$236.1M
Filed 2026-11-05
Retirement Systems of Alabama
NEW
Shares1,375,862
Change+1,375,862
Value$223.9M
Filed 2026-11-04
Aberdeen Group plc
NEW
Shares1,359,956
Change+1,359,956
Value$221.3M
Filed 2026-11-06
State of New Jersey Common Pension Fund D
NEW
Shares1,341,071
Change+1,341,071
Value$218.3M
Filed 2026-11-05
Adams Natural Resources Fund, Inc.
DECREASED
Shares1,334,355 from 1,346,355
Change-12,000 (-1%)
Value$217.2M (+$33.1M)
Filed 2026-10-21
Keybank National Association
NEW
Shares1,264,692
Change+1,264,692
Value$205.8M
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
NEW
Shares1,238,204
Change+1,238,204
Value$201.5M
Filed 2026-11-03
Czech National Bank
NEW
Shares1,181,451
Change+1,181,451
Value$192.3M
Filed 2026-10-13
Cincinnati Insurance Co
NEW
Shares1,172,200
Change+1,172,200
Value$190.8M
Filed 2026-11-03
Arizona State Retirement System
NEW
Shares1,160,197
Change+1,160,197
Value$188.8M
Filed 2026-11-03
Calamos Advisors LLC
NEW
Shares1,153,410
Change+1,153,410
Value$187.7M
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW
Shares1,132,609
Change+1,132,609
Value$184.3M
Filed 2026-11-02
State of Michigan Retirement System
NEW
Shares1,078,618
Change+1,078,618
Value$175.5M
Filed 2026-10-27
Nisa Investment Advisors, LLC
NEW
Shares982,485
Change+982,485
Value$159.9M
Filed 2026-10-20
IFM Investors Pty Ltd
NEW
Shares960,084
Change+960,084
Value$156.3M
Filed 2026-10-14
TD Waterhouse Canada Inc.
NEW
Shares956,953
Change+956,953
Value$157.0M
Filed 2026-10-16
Kestra Advisory Services, LLC
NEW
Shares953,987
Change+953,987
Value$155.3M
Filed 2026-11-02
Davenport & Co LLC
NEW
Shares920,690
Change+920,690
Value$149.6M
Filed 2026-10-14
Compagnie Lombard Odier SCmA
NEW
Shares915,414
Change+915,414
Value$149.0M
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares908,462
Change+908,462
Value$147.9M
Filed 2026-11-03
Swiss Life Asset Management Ltd
NEW
Shares871,728
Change+871,728
Value$141.9M
Filed 2026-11-03
Bahl & Gaynor LLC
DECREASED
Shares857,419 from 866,409
Change-8,990 (-1%)
Value$139.5M (+$21.1M)
Filed 2026-11-05
Daiwa Securities Group Inc.
NEW
Shares810,937
Change+810,937
Value$132.0M
Filed 2026-10-29
Neos Investment Management LLC
NEW
Shares775,864
Change+775,864
Value$126.3M
Filed 2026-11-04
Eurizon Capital SGR S.p.A.
NEW
Shares761,720
Change+761,720
Value$123.9M
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
NEW
Shares756,941
Change+756,941
Value$124.0M
Filed 2026-11-04
Gateway Investment Advisers LLC
NEW
Shares741,858
Change+741,858
Value$120.7M
Filed 2026-10-13
Lido Advisors, LLC
NEW
Shares719,132
Change+719,132
Value$117.0M
Filed 2026-11-04
Amalgamated Bank
NEW
Shares712,342
Change+712,342
Value$115.9M
Filed 2026-10-23
Midwest Trust Co
NEW
Shares702,408
Change+702,408
Value$114.3M
Filed 2026-10-22
Xponance LLC
NEW
Shares702,356
Change+702,356
Value$114.3M
Filed 2026-11-03
KBC Group NV
NEW
Shares671,180
Change+671,180
Value$109.2M
Filed 2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW
Shares669,750
Change+669,750
Value$109.0M
Filed 2026-10-20
Quilter Plc
NEW
Shares664,601
Change+664,601
Value$108.2M
Filed 2026-10-21
Kornitzer Capital Management Inc
DECREASED
Shares640,112 from 651,044
Change-10,932 (-2%)
Value$104.2M (+$15.2M)
Filed 2026-11-03
Meridian Wealth Management, LLC
NEW
Shares610,693
Change+610,693
Value$99.4M
Filed 2026-11-05
Natixis
NEW
Shares599,588
Change+599,588
Value$97.6M
Filed 2026-11-06
New York Life Investment Management LLC
NEW
Shares571,863
Change+571,863
Value$93.1M
Filed 2026-11-04
Pzena Investment Management LLC
NEW
Shares557,484
Change+557,484
Value$90.7M
Filed 2026-10-30
Illinois Municipal Retirement Fund
NEW
Shares556,424
Change+556,424
Value$90.6M
Filed 2026-11-05
Cullen T Bankers, Inc.
NEW
Shares548,177
Change+548,177
Value$89.2M
Filed 2026-10-28
Rossmore Private Capital
NEW
Shares520,141
Change+520,141
Value$84.7M
Filed 2026-10-27
Argent Capital Management LLC
DECREASED
Shares519,537 from 537,947
Change-18,410 (-3%)
Value$84.6M (+$11.0M)
Filed 2026-10-05
Welch Group, LLC
NEW
Shares519,238
Change+519,238
Value$84.5M
Filed 2026-10-29
Yousif Capital Management, LLC
NEW
Shares510,887
Change+510,887
Value$83.1M
Filed 2026-10-22
Concurrent Investment Advisors, LLC
NEW
Shares509,579
Change+509,579
Value$82.9M
Filed 2026-10-16
Oregon Public Employees Retirement Fund
NEW
Shares505,537
Change+505,537
Value$82.3M
Filed 2026-10-30
Associated Banc-Corp
NEW
Shares500,591
Change+500,591
Value$81.5M
Filed 2026-10-30
ABN Amro Investment Solutions
NEW
Shares497,534
Change+497,534
Value$81.0M
Filed 2026-10-21
Americana Partners, LLC
NEW
Shares495,980
Change+495,980
Value$80.7M
Filed 2026-10-28
Assetmark, Inc
NEW
Shares490,259
Change+490,259
Value$79.8M
Filed 2026-10-21
State of Alaska, Department of Revenue
NEW
Shares487,876
Change+487,876
Value$79.4M
Filed 2026-10-15
Factory Mutual Insurance Co
NEW
Shares486,954
Change+486,954
Value$79.3M
Filed 2026-10-30
Meitav Investment House LTD
NEW
Shares486,000
Change+486,000
Value$79.1M
Filed 2026-10-28
Waters Parkerson & Co., LLC
NEW
Shares478,516
Change+478,516
Value$77.9M
Filed 2026-11-04
Boston Trust Walden Corp
NEW
Shares468,722
Change+468,722
Value$76.3M
Filed 2026-10-30
Old Republic International Corp
NEW
Shares445,335
Change+445,335
Value$72.5M
Filed 2026-10-26
Vest Financial, LLC
NEW
Shares432,341
Change+432,341
Value$70.4M
Filed 2026-10-21
Aegon Asset Management UK PLC
NEW
Shares427,824
Change+427,824
Value$69.6M
Filed 2026-11-04
Merit Financial Group, LLC
NEW
Shares426,597
Change+426,597
Value$69.4M
Filed 2026-11-06
Douglas Lane & Associates, LLC
NEW
Shares424,761
Change+424,761
Value$69.1M
Filed 2026-10-09
Savant Capital, LLC
NEW
Shares422,825
Change+422,825
Value$68.8M
Filed 2026-11-06
Mutual of America Capital Management LLC
NEW
Shares420,589
Change+420,589
Value$68.5M
Filed 2026-10-23
Foundation Resource Management Inc
DECREASED
Shares418,214 from 420,834
Change-2,620 (-1%)
Value$68.1M (+$10.5M)
Filed 2026-10-19
American Assets Investment Management, LLC
NEW
Shares410,000
Change+410,000
Value$66.7M
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
NEW
Shares407,994
Change+407,994
Value$66.4M
Filed 2026-11-05
Prospera Financial Services Inc
NEW
Shares404,703
Change+404,703
Value$75.8M
Filed 2026-11-04
Vaughan David Investments LLC
NEW
Shares402,747
Change+402,747
Value$65.5M
Filed 2026-11-05
Philip James Wealth Mangement, LLC
NEW
Shares398,374
Change+398,374
Value$64.8M
Filed 2026-10-27
OFI Invest Asset Management
NEW
Shares386,417
Change+386,417
Value$55.6M
Filed 2026-11-06
HB Wealth Management, LLC
NEW
Shares384,624
Change+384,624
Value$62.6M
Filed 2026-10-23
Meyer Handelman Co
NEW
Shares372,401
Change+372,401
Value$60.6M
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW
Shares370,253
Change+370,253
Value$60.3M
Filed 2026-10-23
Candriam S.C.A.
NEW
Shares370,238
Change+370,238
Value$60.5M
Filed 2026-11-03
Braun Stacey Associates Inc
NEW
Shares370,066
Change+370,066
Value$60.2M
Filed 2026-10-19
Vise Technologies, Inc.
NEW
Shares363,521
Change+363,521
Value$59.2M
Filed 2026-10-29
Mill Capital Management, LLC
NEW
Shares361,265
Change+361,265
Value$58.8M
Filed 2026-10-26
Henshaw Capital LLC
NEW
Shares352,025
Change+352,025
Value$57.3M
Filed 2026-11-03
Exchange Traded Concepts, LLC
NEW
Shares350,559
Change+350,559
Value$57.1M
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares345,633 from 325,142
Change+20,491 (+6%)
Value$56.3M (+$11.8M)
Filed 2026-11-04
Linscomb Wealth, Inc.
NEW
Shares340,266
Change+340,266
Value$55.4M
Filed 2026-11-05
Mondrian Investment Partners LTD
NEW
Shares335,547
Change+335,547
Value$54.6M
Filed 2026-10-23
Gulf International Bank (UK) Ltd
NEW
Shares320,681
Change+320,681
Value$52.2M
Filed 2026-10-20
J.W. Cole Advisors, Inc.
NEW
Shares313,643
Change+313,643
Value$51.0M
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
NEW
Shares308,320
Change+308,320
Value$50.2M
Filed 2026-10-15
Chicago Capital, LLC
NEW
Shares306,714
Change+306,714
Value$49.9M
Filed 2026-10-13
Wesbanco Bank Inc
NEW
Shares301,898
Change+301,898
Value$49.1M
Filed 2026-11-04
Pacific Heights Asset Management LLC
NEW
Shares300,000
Change+300,000
Value$48.8M
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED
Shares293,770 from 296,164
Change-2,394 (-1%)
Value$47.8M (+$7.3M)
Filed 2026-11-05
Motley Fool Asset Management LLC
INCREASED
Shares293,423 from 5,533
Change+287,890 (+5203%)
Value$47.8M (+$47.0M)
Filed 2026-10-27
Glenview Trust Co
NEW
Shares292,382
Change+292,382
Value$47.6M
Filed 2026-10-28
National Mutual Insurance Federation of Agricultural Cooperatives
NEW
Shares289,700
Change+289,700
Value$47.1M
Filed 2026-10-28
Miller Wealth Advisors, LLC
NEW
Shares287,838
Change+287,838
Value$46.8M
Filed 2026-11-02
Welch & Forbes LLC
NEW
Shares287,795
Change+287,795
Value$46.8M
Filed 2026-11-04
Clifford Swan Investment Counsel LLC
NEW
Shares287,148
Change+287,148
Value$46.7M
Filed 2026-11-05
Parsons Capital Management Inc
NEW
Shares283,649
Change+283,649
Value$46.2M
Filed 2026-10-28
Central Trust Co
NEW
Shares278,200
Change+278,200
Value$45.3M
Filed 2026-11-05
Vontobel Holding Ltd.
NEW
Shares277,512
Change+277,512
Value$45.2M
Filed 2026-10-16
Kestra Private Wealth Services, LLC
NEW
Shares272,256
Change+272,256
Value$44.3M
Filed 2026-11-06
Baxter Bros Inc
NEW
Shares271,555
Change+271,555
Value$44.2M
Filed 2026-11-04
Deprince Race & Zollo Inc
NEW
Shares269,965
Change+269,965
Value$43.9M
Filed 2026-10-13
Randolph Co Inc
NEW
Shares269,923
Change+269,923
Value$43.9M
Filed 2026-10-23
Farmers & Merchants Investments Inc
NEW
Shares269,073
Change+269,073
Value$43.8M
Filed 2026-10-22
Farther Finance Advisors, LLC
NEW
Shares267,759
Change+267,759
Value$43.6M
Filed 2026-10-08
Oppenheimer & Co Inc
NEW
Shares266,178
Change+266,178
Value$43.3M
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
NEW
Shares264,024
Change+264,024
Value$43.0M
Filed 2026-10-20
Deroy & Devereaux Private Investment Counsel Inc
NEW
Shares263,642
Change+263,642
Value$42.9M
Filed 2026-10-26
Conning Inc.
NEW
Shares256,140
Change+256,140
Value$41.7M
Filed 2026-10-27
Willis Investment Counsel
INCREASED
Shares254,964 from 246,874
Change+8,090 (+3%)
Value$41.5M (+$7.7M)
Filed 2026-10-20
Mather Group, Llc.
NEW
Shares254,534
Change+254,534
Value$41.4M
Filed 2026-10-14
Maryland State Retirement & Pension System
NEW
Shares251,971
Change+251,971
Value$41.0M
Filed 2026-11-05
Flossbach VON Storch SE
NEW
Shares250,435
Change+250,435
Value$40.8M
Filed 2026-10-28
First Citizens Bank & Trust Co
NEW
Shares249,857
Change+249,857
Value$40.7M
Filed 2026-10-14
LVM Capital Management LTD
DECREASED
Shares248,831 from 248,897
Change-66 (0%)
Value$40.5M (+$40.5M)
Filed 2026-10-20
Pinnacle Associates LTD
NEW
Shares246,362
Change+246,362
Value$40.1M
Filed 2026-10-20
Capital Investment Advisors, LLC
NEW
Shares242,440
Change+242,440
Value$39.5M
Filed 2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
NEW
Shares238,934
Change+238,934
Value$38.9M
Filed 2026-10-22
B. Metzler seel. Sohn & Co. AG
NEW
Shares235,330
Change+235,330
Value$38.3M
Filed 2026-10-30
Apollon Wealth Management, LLC
NEW
Shares231,907
Change+231,907
Value$37.7M
Filed 2026-10-23
Knights of Columbus Asset Advisors LLC
NEW
Shares230,334
Change+230,334
Value$37.5M
Filed 2026-11-05
Clearstead Advisors, LLC
NEW
Shares227,786
Change+227,786
Value$37.1M
Filed 2026-11-06
Citizens Financial Group Inc
NEW
Shares226,478
Change+226,478
Value$36.9M
Filed 2026-10-23
Atria Investments, Inc
NEW
Shares223,412
Change+223,412
Value$36.4M
Filed 2026-10-15
Hartford Investment Management Co
NEW
Shares220,174
Change+220,174
Value$35.8M
Filed 2026-11-04
HUB Investment Partners, LLC
NEW
Shares219,311
Change+219,311
Value$35.7M
Filed 2026-11-03
Baker Avenue Asset Management, LP
NEW
Shares218,959
Change+218,959
Value$35.6M
Filed 2026-11-06
Luts & Greenleigh Group, Inc.
NEW
Shares218,920
Change+218,920
Value$35.6M
Filed 2026-11-05
Neville Rodie & Shaw Inc
NEW
Shares217,161
Change+217,161
Value$35.3K
Filed 2026-10-05
Oppenheimer Asset Management Inc.
NEW
Shares215,322
Change+215,322
Value$35.0M
Filed 2026-10-27
ARS Wealth Advisors Group, LLC
NEW
Shares214,857
Change+214,857
Value$35.0M
Filed 2026-10-16
Clear Trail Advisors, LLC
DECREASED
Shares214,022 from 235,825
Change-21,803 (-9%)
Value$34.8M (+$2.6M)
Filed 2026-10-20
Tokio Marine Asset Management Co LTD
NEW
Shares213,150
Change+213,150
Value$34.7M
Filed 2026-10-26
Childress Capital Advisors, LLC
NEW
Shares208,507
Change+208,507
Value$33.9M
Filed 2026-10-28
Park Avenue Securities LLC
NEW
Shares208,236
Change+208,236
Value$33.9M
Filed 2026-10-26
New Mexico Educational Retirement Board
NEW
Shares207,853
Change+207,853
Value$33.8M
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED
Shares207,038 from 204,823
Change+2,215 (+1%)
Value$33.7M (+$5.7M)
Filed 2026-10-22
Segment Wealth Management, LLC
NEW
Shares205,930
Change+205,930
Value$33.5M
Filed 2026-10-26
Inspire Investing, LLC
NEW
Shares205,513
Change+205,513
Value$33.4M
Filed 2026-10-22
Beese Fulmer Investment Management, Inc.
NEW
Shares205,241
Change+205,241
Value$33.4M
Filed 2026-10-23
Busey Bank
NEW
Shares204,603
Change+204,603
Value$33.3M
Filed 2026-10-26
Cullinan Associates Inc
DECREASED
Shares203,807 from 210,525
Change-6,718 (-3%)
Value$33.2M (+$4.4M)
Filed 2026-11-03
Louisiana State Employees Retirement System
NEW
Shares202,200
Change+202,200
Value$32.9M
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
NEW
Shares201,900
Change+201,900
Value$32.9M
Filed 2026-10-08
AGF Management LTD
NEW
Shares199,919
Change+199,919
Value$32.5M
Filed 2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares197,240 from 197,161
Change+79 (+0%)
Value$32.1M (+$5.1M)
Filed 2026-10-13
Confluence Wealth Services, Inc.
DECREASED
Shares193,696 from 294,079
Change-100,383 (-34%)
Value$31.5M (-$8.7M)
Filed 2026-11-05
Choreo, LLC
NEW
Shares187,461
Change+187,461
Value$30.5M
Filed 2026-10-28
Tamar Securities, LLC
NEW
Shares186,983
Change+186,983
Value$30.4M
Filed 2026-11-03
IFP Advisors, Inc
NEW
Shares184,970
Change+184,970
Value$30.1M
Filed 2026-10-16
Moors & Cabot, Inc.
NEW
Shares180,767
Change+180,767
Value$29.4M
Filed 2026-11-06
Acorn Financial Advisory Services Inc
NEW
Shares179,309
Change+179,309
Value$29.2M
Filed 2026-11-02
iA Global Asset Management Inc.
NEW
Shares175,081
Change+175,081
Value$28.5M
Filed 2026-10-29
First Horizon Corp
NEW
Shares174,294
Change+174,294
Value$28.4M
Filed 2026-10-26
Crestwood Advisors Group, LLC
INCREASED
Shares174,268 from 168,072
Change+6,196 (+4%)
Value$28.4M (+$5.4M)
Filed 2026-10-27
Roffman Miller Associates Inc
INCREASED
Shares173,880 from 170,394
Change+3,486 (+2%)
Value$28.3M (+$5.0M)
Filed 2026-10-19
First National Trust Co
NEW
Shares171,000
Change+171,000
Value$27.8M
Filed 2026-10-28
Van Cleef Asset Management,Inc
NEW
Shares168,952
Change+168,952
Value$27.5M
Filed 2026-10-20
Essex Bank
NEW
Shares168,231
Change+168,231
Value$27.4M
Filed 2026-10-16
ProVise Management Group, LLC
NEW
Shares167,609
Change+167,609
Value$27.3M
Filed 2026-11-06
Parthenon LLC
NEW
Shares167,390
Change+167,390
Value$27.2M
Filed 2026-10-22
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW
Shares165,981
Change+165,981
Value$27.0M
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
NEW
Shares163,840
Change+163,840
Value$26.7M
Filed 2026-11-03
Fourpath Capital Management, LLC
NEW
Shares163,694
Change+163,694
Value$26.6M
Filed 2026-10-19
Brighton Jones LLC
NEW
Shares162,476
Change+162,476
Value$26.4M
Filed 2026-11-03
Goelzer Investment Management, Inc.
NEW
Shares162,126
Change+162,126
Value$26.4M
Filed 2026-10-16
Northeast Investment Management
NEW
Shares161,972
Change+161,972
Value$26.4M
Filed 2026-10-30
Apella Capital, LLC
NEW
Shares161,843
Change+161,843
Value$26.6M
Filed 2026-10-08
Franklin Street Advisors Inc
NEW
Shares160,084
Change+160,084
Value$26.1M
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
NEW
Shares156,091
Change+156,091
Value$25.4M
Filed 2026-10-05
Diversified Trust Co
NEW
Shares155,298
Change+155,298
Value$25.3M
Filed 2026-11-06
MGO One Seven LLC
NEW
Shares154,844
Change+154,844
Value$25.2M
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares152,830 from 143,034
Change+9,796 (+7%)
Value$24.9M (+$5.3M)
Filed 2026-10-21
Gradient Investments LLC
NEW
Shares150,933
Change+150,933
Value$24.6M
Filed 2026-10-08
GW Henssler & Associates LTD
NEW
Shares150,844
Change+150,844
Value$24.5M
Filed 2026-10-26
Perigon Wealth Management, LLC
NEW
Shares150,355
Change+150,355
Value$24.5M
Filed 2026-10-22
Thompson Investment Management, Inc.
NEW
Shares150,041
Change+150,041
Value$24.4M
Filed 2026-10-14
Howland Capital Management LLC
NEW
Shares148,366
Change+148,366
Value$24.1M
Filed 2026-10-22
Kanawha Capital Management LLC
NEW
Shares146,347
Change+146,347
Value$23.8M
Filed 2026-10-19
First American Bank
NEW
Shares145,981
Change+145,981
Value$23.8M
Filed 2026-10-27
Bath Savings Trust Co
NEW
Shares143,767
Change+143,767
Value$23.4M
Filed 2026-10-07
Radnor Capital Management, LLC
NEW
Shares142,729
Change+142,729
Value$23.2M
Filed 2026-10-23
LEE Danner & Bass Inc
DECREASED
Shares142,637 from 144,891
Change-2,254 (-2%)
Value$23.2M (+$3.4M)
Filed 2026-10-27
Patten & Patten Inc
NEW
Shares141,180
Change+141,180
Value$23.0M
Filed 2026-10-26
Gerald Baker Financial Group LLC
NEW
Shares140,359
Change+140,359
Value$22.8M
Filed 2026-10-09
Eagle Global Advisors LLC
NEW
Shares139,600
Change+139,600
Value$22.7M
Filed 2026-11-02
Edge Wealth Management LLC
NEW
Shares138,491
Change+138,491
Value$22.6M
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED
Shares138,299 from 153,038
Change-14,739 (-10%)
Value$22.5M (+$1.6M)
Filed 2026-10-16
Fideuram Asset Management (Ireland) dac
NEW
Shares137,230
Change+137,230
Value$21.5M
Filed 2026-10-29
Everett Harris & Co
NEW
Shares136,238
Change+136,238
Value$22.2M
Filed 2026-10-28
Gamma Investing LLC
NEW
Shares135,832
Change+135,832
Value$22.1M
Filed 2026-10-08
Cypress Capital Group
NEW
Shares134,583
Change+134,583
Value$21.9M
Filed 2026-11-03
Cadinha & Co LLC
NEW
Shares134,303
Change+134,303
Value$21.9M
Filed 2026-10-22
AlphaCore Capital LLC
NEW
Shares132,956
Change+132,956
Value$21.6M
Filed 2026-11-04
Allied Investment Advisors, LLC
INCREASED
Shares129,426 from 128,268
Change+1,158 (+1%)
Value$21.1M (+$3.5M)
Filed 2026-10-13
Stenger Family Office, LLC
NEW
Shares127,044
Change+127,044
Value$22.1M
Filed 2026-10-22
North Dakota State Investment Board
NEW
Shares127,013
Change+127,013
Value$20.7M
Filed 2026-10-27
Alps Advisors Inc
NEW
Shares127,012
Change+127,012
Value$20.7M
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
NEW
Shares126,372
Change+126,372
Value$21.3M
Filed 2026-10-13
Allegheny Financial Group
NEW
Shares126,075
Change+126,075
Value$20.5M
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
NEW
Shares125,499
Change+125,499
Value$20.4M
Filed 2026-10-22
Abner Herrman & Brock LLC
DECREASED
Shares124,828 from 126,765
Change-1,937 (-2%)
Value$20.3M (+$20.3M)
Filed 2026-10-20
Bryn Mawr Trust Advisors, LLC
NEW
Shares124,807
Change+124,807
Value$20.3M
Filed 2026-11-04
Charles Schwab Trust Co
NEW
Shares124,789
Change+124,789
Value$20.3M
Filed 2026-10-15
Smith Group Asset Management, LLC
NEW
Shares124,433
Change+124,433
Value$20.3M
Filed 2026-10-27
Brookstone Capital Management
NEW
Shares124,420
Change+124,420
Value$20.2M
Filed 2026-10-22
Chilton Capital Management LLC
NEW
Shares124,300
Change+124,300
Value$20.2M
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
NEW
Shares123,234
Change+123,234
Value$20.1M
Filed 2026-10-29
Raiffeisen Bank International AG
NEW
Shares122,517
Change+122,517
Value$19.8M
Filed 2026-10-28
Moody Lynn Lieberson & Walker, LLC
NEW
Shares121,369
Change+121,369
Value$19.8M
Filed 2026-10-14
Verdence Capital Advisors LLC
NEW
Shares120,744
Change+120,744
Value$19.7M
Filed 2026-10-26
Profund Advisors LLC
NEW
Shares120,552
Change+120,552
Value$19.6M
Filed 2026-10-29
Cutler Investment Counsel LLC
NEW
Shares118,801
Change+118,801
Value$19.3M
Filed 2026-10-28
Lynch & Associates
DECREASED
Shares118,703 from 119,507
Change-804 (-1%)
Value$19.3M (+$3.0M)
Filed 2026-10-13
Trust Co of Vermont
NEW
Shares117,679
Change+117,679
Value$19.2M
Filed 2026-10-21
Cardinal Capital Management
NEW
Shares117,606
Change+117,606
Value$19.1M
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares117,352 from 121,250
Change-3,898 (-3%)
Value$19.1M (+$2.5M)
Filed 2026-10-22
Diversify Wealth Management, LLC
NEW
Shares116,330
Change+116,330
Value$20.3M
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares116,330
Change+116,330
Value$20.3M
Filed 2026-10-20
Old National Bancorp
NEW
Shares116,165
Change+116,165
Value$18.9M
Filed 2026-10-20
Ritholtz Wealth Management
NEW
Shares115,916
Change+115,916
Value$18.9M
Filed 2026-11-05
Marble Harbor Investment Counsel, LLC
NEW
Shares115,910
Change+115,910
Value$18.9M
Filed 2026-11-06
Woodstock Corp
NEW
Shares115,459
Change+115,459
Value$18.8M
Filed 2026-10-13
General American Investors Co Inc
NEW
Shares115,100
Change+115,100
Value$18.7M
Filed 2026-11-02
Wedbush Securities Inc
NEW
Shares114,938
Change+114,938
Value$18.7M
Filed 2026-10-22
Baldwin Wealth Partners LLC
NEW
Shares114,549
Change+114,549
Value$18.6M
Filed 2026-10-13
Visionary Wealth Advisors
NEW
Shares112,913
Change+112,913
Value$18.4M
Filed 2026-11-04
Ethic Inc.
NEW
Shares112,619
Change+112,619
Value$18.3M
Filed 2026-11-03
Hatch Cove Capital, LLC
NEW
Shares112,300
Change+112,300
Value$18.3M
Filed 2026-10-21
Narwhal Capital Management
NEW
Shares110,978
Change+110,978
Value$18.1M
Filed 2026-11-04
Harvey Investment Co LLC
DECREASED
Shares110,259 from 111,699
Change-1,440 (-1%)
Value$17.9M (+$17.9M)
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
NEW
Shares108,662
Change+108,662
Value$17.7M
Filed 2026-11-02
Cullen Investment Group, Ltd.
NEW
Shares107,941
Change+107,941
Value$18.6M
Filed 2026-10-13
Signal Advisors Wealth, LLC
NEW
Shares107,934
Change+107,934
Value$17.6M
Filed 2026-10-13
Signaturefd, LLC
NEW
Shares107,693
Change+107,693
Value$17.5M
Filed 2026-10-23
Middleton & Co Inc
NEW
Shares107,476
Change+107,476
Value$17.5M
Filed 2026-10-23
Stockman Wealth Management, Inc.
NEW
Shares107,237
Change+107,237
Value$17.5M
Filed 2026-10-27
Sterling Capital Management LLC
NEW
Shares106,969
Change+106,969
Value$17.4M
Filed 2026-10-22
Verity & Verity, LLC
NEW
Shares106,941
Change+106,941
Value$17.4M
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares106,698
Change+106,698
Value$17.4M
Filed 2026-10-27
Schwartz Investment Counsel Inc
NEW
Shares106,278
Change+106,278
Value$17.3M
Filed 2026-10-26
Peddock Capital Advisors, LLC
NEW
Shares105,509
Change+105,509
Value$17.2M
Filed 2026-10-16
Certuity, LLC
DECREASED
Shares105,485 from 105,578
Change-93 (0%)
Value$17.2M (+$2.7M)
Filed 2026-11-02
Naples Global Advisors, LLC
NEW
Shares104,815
Change+104,815
Value$17.1M
Filed 2026-11-05
Stackstone Wealth, LLC
NEW
Shares104,257
Change+104,257
Value$17.0M
Filed 2026-10-19
Quadrant Capital Group LLC
NEW
Shares104,145
Change+104,145
Value$18.1M
Filed 2026-10-20
Accurate Wealth Management, LLC
NEW
Shares104,043
Change+104,043
Value$18.1M
Filed 2026-10-20
Sowell Financial Services LLC
NEW
Shares103,867
Change+103,867
Value$16.9M
Filed 2026-10-23
Cornerstone Wealth Group, LLC
NEW
Shares103,224
Change+103,224
Value$16.8M
Filed 2026-11-02
WealthPlan Investment Management, LLC
NEW
Shares103,031
Change+103,031
Value$16.8M
Filed 2026-10-15
Grandfield & Dodd, LLC
NEW
Shares102,762
Change+102,762
Value$16.7M
Filed 2026-10-29
Citizens National Bank Trust Department
NEW
Shares102,407
Change+102,407
Value$16.7M
Filed 2026-11-04
Barings LLC
NEW
Shares102,337
Change+102,337
Value$16.7M
Filed 2026-10-22
John G Ullman & Associates Inc
DECREASED
Shares101,610 from 104,450
Change-2,840 (-3%)
Value$16.5M (+$2.3M)
Filed 2026-11-04
Valeo Financial Advisors, LLC
INCREASED
Shares101,383 from 100,404
Change+979 (+1%)
Value$16.5M (+$2.8M)
Filed 2026-10-08
Avantax Planning Partners, Inc.
NEW
Shares100,824
Change+100,824
Value$16.4M
Filed 2026-11-03
Viking Fund Management LLC
INCREASED
Shares100,000 from 50,000
Change+50,000 (+100%)
Value$16.3M (+$9.4M)
Filed 2026-10-14
Simplicity Wealth,LLC
NEW
Shares99,930
Change+99,930
Value$16.3M
Filed 2026-10-23
Enzi Wealth
NEW
Shares99,413
Change+99,413
Value$17.3M
Filed 2026-10-14
Cohen Klingenstein LLC
NEW
Shares99,400
Change+99,400
Value$16.2M
Filed 2026-10-15
Wealthcare Advisory Partners LLC
NEW
Shares98,650
Change+98,650
Value$16.1M
Filed 2026-10-21
Cantor Fitzgerald Investment Advisors L.P.
NEW
Shares98,299
Change+98,299
Value$16.0M
Filed 2026-10-21
Guyasuta Investment Advisors Inc
NEW
Shares98,252
Change+98,252
Value$16.0M
Filed 2026-10-15
Venture Visionary Partners LLC
NEW
Shares97,856
Change+97,856
Value$15.9M
Filed 2026-10-07
Congress Asset Management Co
NEW
Shares97,510
Change+97,510
Value$15.9M
Filed 2026-10-06
Heirloom Wealth Management
NEW
Shares97,459
Change+97,459
Value$15.9M
Filed 2026-10-14
Kimelman & Baird, LLC
NEW
Shares97,080
Change+97,080
Value$15.8M
Filed 2026-11-03
Principle Wealth Partners LLC
NEW
Shares95,767
Change+95,767
Value$15.6M
Filed 2026-11-02
Mission Wealth Management, LP
NEW
Shares94,714
Change+94,714
Value$15.4M
Filed 2026-10-15
Salem Investment Counselors Inc
NEW
Shares93,627
Change+93,627
Value$15.2M
Filed 2026-10-13
Culbertson A N & Co Inc
NEW
Shares93,159
Change+93,159
Value$15.2M
Filed 2026-10-21
Ipswich Investment Management Co., Inc.
INCREASED
Shares92,721 from 89,933
Change+2,788 (+3%)
Value$15.1M (+$2.8M)
Filed 2026-10-13
Advanced Asset Management Advisors Inc
NEW
Shares92,614
Change+92,614
Value$15.1M
Filed 2026-10-20
Vista Investment Partners LLC
NEW
Shares91,933
Change+91,933
Value$15.0M
Filed 2026-10-08
Generali Asset Management SPA SGR
NEW
Shares91,684
Change+91,684
Value$14.9M
Filed 2026-10-26
Dynamic Advisor Solutions LLC
NEW
Shares91,482
Change+91,482
Value$14.9M
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares91,381 from 88,355
Change+3,026 (+3%)
Value$14.9M (+$2.8M)
Filed 2026-11-03
Duncker Streett & Co Inc
NEW
Shares91,182
Change+91,182
Value$14.8M
Filed 2026-10-27
Sava Infond d.o.o.
NEW
Shares90,280
Change+90,280
Value$14.7M
Filed 2026-10-28
Ibex Wealth Advisors
NEW
Shares89,949
Change+89,949
Value$14.6M
Filed 2026-11-06
First National Bank of Mount Dora, Trust Investment Services
NEW
Shares89,828
Change+89,828
Value$14.6M
Filed 2026-10-21
Smith Salley Wealth Management
NEW
Shares89,793
Change+89,793
Value$14.6M
Filed 2026-11-03
Community Bank & Trust, Waco, Texas
NEW
Shares89,531
Change+89,531
Value$14.6M
Filed 2026-10-19
Sky Investment Group LLC
NEW
Shares88,723
Change+88,723
Value$14.4M
Filed 2026-10-30
Blue Trust, Inc.
NEW
Shares88,717
Change+88,717
Value$14.4M
Filed 2026-10-15
Cornerstone Wealth Management, LLC
NEW
Shares88,561
Change+88,561
Value$14.4M
Filed 2026-11-04
Wallington Asset Management, LLC
NEW
Shares88,415
Change+88,415
Value$14.4M
Filed 2026-11-04
Dana Investment Advisors, Inc.
NEW
Shares88,128
Change+88,128
Value$14.3M
Filed 2026-11-06
Burney Co/
NEW
Shares86,118
Change+86,118
Value$14.0M
Filed 2026-10-15
Carnegie Investment Counsel
NEW
Shares85,859
Change+85,859
Value$14.0M
Filed 2026-10-20
PKO Investment Management Joint-Stock Co
NEW
Shares85,600
Change+85,600
Value$13.9M
Filed 2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares85,530 from 85,466
Change+64 (+0%)
Value$13.9M (+$2.2M)
Filed 2026-10-08
Private Advisory Group LLC
NEW
Shares84,172
Change+84,172
Value$13.7M
Filed 2026-11-06
L. Roy Papp & Associates, LLP
NEW
Shares84,091
Change+84,091
Value$13.7M
Filed 2026-10-21
Clarus Group, Inc.
NEW
Shares83,693
Change+83,693
Value$13.6M
Filed 2026-10-21
HBK Sorce Advisory LLC
NEW
Shares83,543
Change+83,543
Value$13.8M
Filed 2026-11-06
Towne Trust Company, N.a
NEW
Shares83,347
Change+83,347
Value$13.6M
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares83,153
Change+83,153
Value$13.5M
Filed 2026-11-03
Wedmont Private Capital
NEW
Shares82,592
Change+82,592
Value$13.9M
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
NEW
Shares82,356
Change+82,356
Value$13.4M
Filed 2026-11-05
ZWJ Investment Counsel Inc
NEW
Shares82,082
Change+82,082
Value$13.4M
Filed 2026-10-15
Lockheed Martin Investment Management Co
NEW
Shares82,010
Change+82,010
Value$13.3M
Filed 2026-11-04
Lmcg Investments, LLC
NEW
Shares81,958
Change+81,958
Value$13.3M
Filed 2026-10-21
Hamel Associates, Inc.
NEW
Shares81,578
Change+81,578
Value$13.3M
Filed 2026-11-06
Griffin Asset Management, Inc.
NEW
Shares81,305
Change+81,305
Value$13.2M
Filed 2026-10-22
Tufton Capital Management
DECREASED
Shares80,989 from 81,728
Change-739 (-1%)
Value$13.2M (+$13.2M)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares80,866 from 79,922
Change+944 (+1%)
Value$13.2M (+$2.2M)
Filed 2026-11-05
AMG National Trust Bank
NEW
Shares80,724
Change+80,724
Value$13.1M
Filed 2026-11-05
Courier Capital LLC
NEW
Shares80,314
Change+80,314
Value$13.1M
Filed 2026-10-19
Heritage Investors Management Corp
NEW
Shares80,199
Change+80,199
Value$13.1M
Filed 2026-10-29
Sanders Morris Harris LLC
NEW
Shares80,143
Change+80,143
Value$12.9M
Filed 2026-10-14
Equitable Trust Co
NEW
Shares78,944
Change+78,944
Value$12.8M
Filed 2026-10-13
ACT Capital Partners, L.P.
NEW
Shares78,500
Change+78,500
Value$12.8M
Filed 2026-11-06
Sigma Planning Corp
NEW
Shares78,456
Change+78,456
Value$12.8M
Filed 2026-10-23
Builder Investment Group Inc
NEW
Shares78,386
Change+78,386
Value$12.8M
Filed 2026-10-22
Fusion Capital, LLC
NEW
Shares78,076
Change+78,076
Value$12.7M
Filed 2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
NEW
Shares77,876
Change+77,876
Value$12.7M
Filed 2026-10-22
Trust Co of Toledo NA
NEW
Shares77,815
Change+77,815
Value$12.7M
Filed 2026-10-16
Washington Trust Advisors, Inc.
DECREASED
Shares77,723 from 78,246
Change-523 (-1%)
Value$12.6M (+$2.0M)
Filed 2026-10-22
RFG Advisory, LLC
NEW
Shares77,658
Change+77,658
Value$12.6M
Filed 2026-11-03
Independent Financial Group, LLC
NEW
Shares77,044
Change+77,044
Value$12.5M
Filed 2026-10-13
Glass Wealth Management Co LLC
NEW
Shares76,820
Change+76,820
Value$12.5M
Filed 2026-10-28
Mechanics Bank Trust Department
NEW
Shares76,604
Change+76,604
Value$12.5M
Filed 2026-10-13
Ascent Group, LLC
NEW
Shares76,028
Change+76,028
Value$12.4M
Filed 2026-10-30
BancFirst Trust & Investment Management
NEW
Shares75,832
Change+75,832
Value$12.2M
Filed 2026-10-30
GHP Investment Advisors, Inc.
NEW
Shares75,518
Change+75,518
Value$12.3M
Filed 2026-10-15
NTV Asset Management LLC
INCREASED
Shares75,193 from 69,250
Change+5,943 (+9%)
Value$12.2M (+$2.8M)
Filed 2026-10-23
Fiduciary Alliance LLC
NEW
Shares75,088
Change+75,088
Value$12.2M
Filed 2026-10-13
Integrity Alliance, Llc.
NEW
Shares74,565
Change+74,565
Value$12.1M
Filed 2026-10-29
Chicago Partners Investment Group LLC
NEW
Shares74,417
Change+74,417
Value$13.6M
Filed 2026-10-27
SP Asset Management LLC
NEW
Shares74,401
Change+74,401
Value$12.1M
Filed 2026-11-05
Caldwell Trust Co
NEW
Shares73,950
Change+73,950
Value$12.0M
Filed 2026-10-30
Csenge Advisory Group
NEW
Shares73,923
Change+73,923
Value$12.0M
Filed 2026-11-04
Intrua Financial, LLC
NEW
Shares73,846
Change+73,846
Value$12.0M
Filed 2026-10-28
Joel Isaacson & Co., LLC
NEW
Shares73,315
Change+73,315
Value$11.9M
Filed 2026-11-05
Perryman Financial Advisory Inc
NEW
Shares72,881
Change+72,881
Value$11.9M
Filed 2026-10-16
Valmark Advisers, Inc.
NEW
Shares72,618
Change+72,618
Value$11.8M
Filed 2026-11-06
Nilsine Partners, LLC
DECREASED
Shares72,170 from 83,492
Change-11,322 (-14%)
Value$11.7M (+$330.7K)
Filed 2026-11-02
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED
Shares71,819 from 71,818
Change+1 (0%)
Value$11.7M (+$1.9M)
Filed 2026-10-30
Indivisible Partners
NEW
Shares71,645
Change+71,645
Value$11.7M
Filed 2026-10-26
Baker Ellis Asset Management LLC
NEW
Shares71,508
Change+71,508
Value$11.6M
Filed 2026-10-14
Teamwork Financial Advisors, LLC
NEW
Shares71,500
Change+71,500
Value$11.6M
Filed 2026-10-19
Sendero Wealth Management, LLC
NEW
Shares71,196
Change+71,196
Value$11.6M
Filed 2026-10-14
Zega Investments, LLC
NEW
Shares70,912
Change+70,912
Value$11.5M
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares70,887 from 67,576
Change+3,311 (+5%)
Value$11.5M (+$2.3M)
Filed 2026-10-22
Key FInancial Inc
NEW
Shares70,730
Change+70,730
Value$11.5M
Filed 2026-11-02
Symphony Financial, Ltd. Co.
NEW
Shares70,599
Change+70,599
Value$11.5M
Filed 2026-10-22
Aviance Capital Partners, LLC
NEW
Shares70,400
Change+70,400
Value$11.5M
Filed 2026-10-29
Capital Investment Counsel, Inc
NEW
Shares70,239
Change+70,239
Value$11.4M
Filed 2026-10-20
Strong Tower Advisory Services
NEW
Shares70,179
Change+70,179
Value$11.4M
Filed 2026-10-13
Kinsale Capital Group, Inc.
NEW
Shares70,082
Change+70,082
Value$11.4M
Filed 2026-11-04
Modera Wealth Management, LLC
NEW
Shares70,070
Change+70,070
Value$11.4M
Filed 2026-10-28
Globalt Investments LLC / GA
NEW
Shares69,962
Change+69,962
Value$11.4M
Filed 2026-10-27
City Holding Co
NEW
Shares69,938
Change+69,938
Value$11.4M
Filed 2026-10-19
Evergreen Capital Management LLC
NEW
Shares69,888
Change+69,888
Value$11.4M
Filed 2026-10-23
Enclave Advisors LLC
NEW
Shares69,591
Change+69,591
Value$11.3M
Filed 2026-10-14
Bell & Brown Wealth Advisors, LLC
NEW
Shares69,410
Change+69,410
Value$11.3M
Filed 2026-10-16
Nichols & Pratt Advisers LLP
NEW
Shares69,155
Change+69,155
Value$11.3M
Filed 2026-10-13
Montag A & Associates Inc
NEW
Shares69,023
Change+69,023
Value$11.2M
Filed 2026-10-29
Lifestyle Asset Management, Inc.
NEW
Shares68,828
Change+68,828
Value$11.2M
Filed 2026-10-20
SVB Wealth LLC
NEW
Shares68,750
Change+68,750
Value$11.2M
Filed 2026-11-06
Tema Etfs LLC
NEW
Shares68,081
Change+68,081
Value$11.1M
Filed 2026-10-16
Zweig-DiMenna Associates LLC
NEW
Shares68,000
Change+68,000
Value$11.1M
Filed 2026-11-06
Texas Bank & Trust Co
NEW
Shares67,698
Change+67,698
Value$11.0M
Filed 2026-11-04
Beacon Financial Group
NEW
Shares67,664
Change+67,664
Value$11.0M
Filed 2026-10-19
TrinityBridge Ltd
NEW
Shares67,156
Change+67,156
Value$10.9M
Filed 2026-10-30
Chicago Trust Co NA
NEW
Shares67,149
Change+67,149
Value$10.9M
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
NEW
Shares66,722
Change+66,722
Value$10.9M
Filed 2026-10-23
Moran Wealth Management, LLC
NEW
Shares66,585
Change+66,585
Value$10.8M
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares66,539
Change+66,539
Value$11.7K
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares66,468
Change+66,468
Value$10.8M
Filed 2026-11-02
Hixon Zuercher, LLC
NEW
Shares66,053
Change+66,053
Value$10.8M
Filed 2026-10-13
Herold Advisors, Inc.
NEW
Shares65,857
Change+65,857
Value$10.7M
Filed 2026-10-19
Tctc Holdings, LLC
NEW
Shares65,773
Change+65,773
Value$10.7M
Filed 2026-11-02
VestGen Advisors, LLC
NEW
Shares65,757
Change+65,757
Value$10.7M
Filed 2026-10-27
Birch Hill Investment Advisors LLC
NEW
Shares65,416
Change+65,416
Value$10.6M
Filed 2026-10-16
Third View Private Wealth, LLC
NEW
Shares64,577
Change+64,577
Value$10.5M
Filed 2026-10-30
Slocum, Gordon & Co LLP
NEW
Shares64,376
Change+64,376
Value$10.5M
Filed 2026-10-19
Woodmont Investment Counsel LLC
NEW
Shares64,256
Change+64,256
Value$10.5M
Filed 2026-10-29
Trust Point Inc.
NEW
Shares64,163
Change+64,163
Value$10.4M
Filed 2026-10-27
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
NEW
Shares63,971
Change+63,971
Value$10.4M
Filed 2026-10-20
Highland Capital Management, LLC
NEW
Shares63,781
Change+63,781
Value$10.4M
Filed 2026-10-26
Pinkerton Wealth, LLC
NEW
Shares63,780
Change+63,780
Value$10.4M
Filed 2026-10-29
AIA Group Ltd
NEW
Shares63,668
Change+63,668
Value$10.4M
Filed 2026-10-30
Axxcess Wealth Management, LLC
NEW
Shares63,359
Change+63,359
Value$10.3M
Filed 2026-10-21
AlphaStar Capital Management, LLC
NEW
Shares63,059
Change+63,059
Value$10.3M
Filed 2026-10-16
Altium Investment Strategies LLC
NEW
Shares63,000
Change+63,000
Value$11.0M
Filed 2026-10-20
Knuff & Co LLC
UNCHANGED
Shares62,922 from 62,922
Change0 (0%)
Value$10.2M (+$1.6M)
Filed 2026-11-06
Kavar Capital Partners Group, LLC
NEW
Shares62,510
Change+62,510
Value$10.2M
Filed 2026-11-06
QV Investors Inc.
DECREASED
Shares62,201 from 63,161
Change-960 (-2%)
Value$10.1M (+$10.1M)
Filed 2026-10-20
BG Investment Services, LLC
NEW
Shares62,067
Change+62,067
Value$10.1M
Filed 2026-10-23
Founders Capital Management
NEW
Shares61,890
Change+61,890
Value$10.1M
Filed 2026-10-13
True Freedom Investing, LLC
NEW
Shares61,660
Change+61,660
Value$10.0M
Filed 2026-10-29
Penobscot Investment Management Company, Inc.
NEW
Shares61,651
Change+61,651
Value$10.0M
Filed 2026-10-26
Sentinel Trust Co LBA
INCREASED
Shares61,452 from 59,816
Change+1,636 (+3%)
Value$10.0M (+$10.0M)
Filed 2026-11-03
Philadelphia Trust Co
DECREASED
Shares61,449 from 64,598
Change-3,149 (-5%)
Value$10.0M (+$10.0M)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
NEW
Shares61,335
Change+61,335
Value$10.0M
Filed 2026-10-27
Hourglass Capital, LLC
NEW
Shares61,308
Change+61,308
Value$10.0M
Filed 2026-10-26
Mengis Capital Management, Inc.
DECREASED
Shares60,970 from 62,238
Change-1,268 (-2%)
Value$9.9M (+$1.4M)
Filed 2026-10-13
Palisade Asset Management, LLC
NEW
Shares60,518
Change+60,518
Value$9.8M
Filed 2026-11-03
Community Bank, N.A.
NEW
Shares60,502
Change+60,502
Value$9.8M
Filed 2026-11-06
Markel Group Inc.
NEW
Shares60,400
Change+60,400
Value$9.8M
Filed 2026-10-30
Bfsg, LLC
NEW
Shares60,280
Change+60,280
Value$9.8M
Filed 2026-10-30
Simon Quick Advisors, LLC
NEW
Shares60,247
Change+60,247
Value$9.8M
Filed 2026-10-26
Woodward Diversified Capital, LLC
NEW
Shares60,235
Change+60,235
Value$9.8M
Filed 2026-10-21
New Hampshire Trust
NEW
Shares60,210
Change+60,210
Value$9.8M
Filed 2026-10-20
Jamison Private Wealth Management, Inc.
NEW
Shares60,096
Change+60,096
Value$9.8M
Filed 2026-10-14
Godsey & Gibb, Inc
NEW
Shares59,761
Change+59,761
Value$9.7M
Filed 2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
NEW
Shares59,702
Change+59,702
Value$10.6M
Filed 2026-10-21
Burke & Herbert Bank & Trust Co
NEW
Shares59,470
Change+59,470
Value$9.7M
Filed 2026-11-02
Delta Capital Management LLC
NEW
Shares59,236
Change+59,236
Value$9.6M
Filed 2026-10-16
North Star Investment Management Corp.
INCREASED
Shares59,236 from 57,716
Change+1,520 (+3%)
Value$9.6M (+$1.7M)
Filed 2026-10-27
Kercheville Advisors, LLC
NEW
Shares58,864
Change+58,864
Value$9.6M
Filed 2026-10-19
Capital Investment Counsel, LLC
NEW
Shares58,841
Change+58,841
Value$9.6M
Filed 2026-10-14
Petredis Investment Advisors LLC
NEW
Shares58,458
Change+58,458
Value$9.5M
Filed 2026-10-20
Independent Investors Inc
NEW
Shares58,449
Change+58,449
Value$9.5M
Filed 2026-10-30
Global Wealth Management Investment Advisory, Inc.
NEW
Shares58,251
Change+58,251
Value$9.5M
Filed 2026-11-04
Larson Financial Group LLC
NEW
Shares57,972
Change+57,972
Value$9.4M
Filed 2026-11-05
Mcdaniel Terry & Co
DECREASED
Shares57,952 from 57,973
Change-21 (0%)
Value$9.4M (+$1.5M)
Filed 2026-11-05
True North Advisors, LLC
NEW
Shares57,800
Change+57,800
Value$9.4M
Filed 2026-10-22
Fulton Bank, N.A.
NEW
Shares57,800
Change+57,800
Value$9.4M
Filed 2026-10-14
Frank, Rimerman Advisors LLC
NEW
Shares57,413
Change+57,413
Value$9.3M
Filed 2026-10-16
Clear Harbor Asset Management, LLC
NEW
Shares57,163
Change+57,163
Value$9.3M
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
NEW
Shares57,085
Change+57,085
Value$9.3M
Filed 2026-10-13
Versant Capital Management, Inc
NEW
Shares57,083
Change+57,083
Value$9.3M
Filed 2026-10-02
Leuthold Group, LLC
INCREASED
Shares57,001 from 6,577
Change+50,424 (+767%)
Value$9.3M (+$8.4M)
Filed 2026-11-04
Pittenger & Anderson Inc
NEW
Shares56,820
Change+56,820
Value$9.2M
Filed 2026-11-02
First Nebraska Trust Co
NEW
Shares56,591
Change+56,591
Value$9.2M
Filed 2026-10-30
Greenwood Capital Associates LLC
NEW
Shares56,508
Change+56,508
Value$9.2M
Filed 2026-10-27
Benin Management Corp
NEW
Shares56,200
Change+56,200
Value$9.1M
Filed 2026-10-22
Flagship Harbor Advisors, LLC
NEW
Shares55,775
Change+55,775
Value$9.1M
Filed 2026-10-26
Resonant Capital Advisors, LLC
NEW
Shares55,419
Change+55,419
Value$9.0M
Filed 2026-10-15
Aaron Wealth Advisors LLC
NEW
Shares55,263
Change+55,263
Value$9.0M
Filed 2026-10-13
Advisory Resource Group
NEW
Shares55,193
Change+55,193
Value$9.0M
Filed 2026-10-26
TrueMark Investments, LLC
NEW
Shares54,984
Change+54,984
Value$8.9M
Filed 2026-11-05
Soltis Investment Advisors LLC
NEW
Shares54,973
Change+54,973
Value$8.9M
Filed 2026-10-28
Elyxium Wealth, LLC
DECREASED
Shares54,928 from 58,100
Change-3,172 (-5%)
Value$8.9M (+$996.1K)
Filed 2026-10-27
Martin Capital Partners, LLC
NEW
Shares54,912
Change+54,912
Value$8.9M
Filed 2026-10-07
Avior Wealth Management, LLC
NEW
Shares54,866
Change+54,866
Value$8.9M
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares54,690
Change+54,690
Value$8.9M
Filed 2026-10-28
SevenBridge Financial Group, LLC
NEW
Shares54,617
Change+54,617
Value$9.7M
Filed 2026-10-26
Strategic Blueprint, LLC
INCREASED
Shares54,245 from 52,456
Change+1,789 (+3%)
Value$8.8M (+$1.7M)
Filed 2026-10-22
Procyon Advisors, LLC
NEW
Shares54,062
Change+54,062
Value$8.8M
Filed 2026-10-21
Symmetry Partners, LLC
NEW
Shares53,973
Change+53,973
Value$8.8M
Filed 2026-10-27
Anderson Hoagland & Co
NEW
Shares53,949
Change+53,949
Value$9.6M
Filed 2026-10-23
Stokes Capital Advisors, LLC
NEW
Shares53,658
Change+53,658
Value$8.7M
Filed 2026-10-09
AdvisorNet Financial, Inc
INCREASED
Shares53,612 from 51,178
Change+2,434 (+5%)
Value$9.5M (+$2.5M)
Filed 2026-10-15
Plimoth Trust Co LLC
NEW
Shares53,536
Change+53,536
Value$8.7M
Filed 2026-10-26
Trust Co of Kansas
NEW
Shares53,480
Change+53,480
Value$8.7M
Filed 2026-11-06
Orange Investment Advisors, Inc.
NEW
Shares53,247
Change+53,247
Value$8.7M
Filed 2026-10-23
Montaka Global Pty Ltd
NEW
Shares53,000
Change+53,000
Value$8.6M
Filed 2026-11-05
Violich Capital Management, Inc.
INCREASED
Shares52,900 from 52,425
Change+475 (+1%)
Value$8.6M (+$1.4M)
Filed 2026-10-05
BCM Advisors, LLC
DECREASED
Shares52,873 from 53,050
Change-177 (0%)
Value$9.9M (+$1.6M)
Filed 2026-11-03
Spirit of America Management Corp
NEW
Shares52,797
Change+52,797
Value$8.6M
Filed 2026-10-14
Mitchell Capital Management Co
INCREASED
Shares52,761 from 52,137
Change+624 (+1%)
Value$8.6M (+$1.5M)
Filed 2026-10-29
Sheets Smith Wealth Management
NEW
Shares52,530
Change+52,530
Value$8.5M
Filed 2026-10-16
Hikari Power Ltd
DECREASED
Shares52,500 from 252,500
Change-200,000 (-79%)
Value$8.5M (+$8.5M)
Filed 2026-10-30
Sapient Capital LLC
NEW
Shares52,435
Change+52,435
Value$8.5M
Filed 2026-10-08
Cidel Asset Management Inc
NEW
Shares52,395
Change+52,395
Value$8.5M
Filed 2026-10-29
Annex Advisory Services, LLC
NEW
Shares52,271
Change+52,271
Value$8.5M
Filed 2026-10-16
SAX Wealth Advisors, LLC
NEW
Shares52,249
Change+52,249
Value$8.5M
Filed 2026-10-13
Wealth Alliance Advisory Group, LLC
NEW
Shares52,190
Change+52,190
Value$8.5M
Filed 2026-10-14
Magnus Financial Group LLC
NEW
Shares52,049
Change+52,049
Value$8.5M
Filed 2026-10-21
Financial & Tax Architects, LLC
INCREASED
Shares51,874 from 50,978
Change+896 (+2%)
Value$8.4M (+$1.5M)
Filed 2026-10-15
Diversified Enterprises, LLC
NEW
Shares51,722
Change+51,722
Value$8.4M
Filed 2026-10-19
SteelPeak Wealth, LLC
NEW
Shares51,639
Change+51,639
Value$8.4M
Filed 2026-10-16
Wilkins Investment Counsel Inc
INCREASED
Shares51,631 from 51,548
Change+83 (+0%)
Value$8.4M (+$1.4M)
Filed 2026-11-03
BLB&B Advisors, LLC
NEW
Shares51,449
Change+51,449
Value$8.4M
Filed 2026-10-27
Financiere des Professionnels - Fonds d'investissement inc.
NEW
Shares51,240
Change+51,240
Value$8.3M
Filed 2026-11-03
Plancorp, LLC
NEW
Shares51,117
Change+51,117
Value$9.6M
Filed 2026-11-03
Western Reserve Capital Management, LLC
NEW
Shares51,088
Change+51,088
Value$8.3M
Filed 2026-10-14
Jacobi Capital Management LLC
NEW
Shares51,066
Change+51,066
Value$8.3M
Filed 2026-11-05
Capital Asset Advisory Services LLC
NEW
Shares50,877
Change+50,877
Value$9.1M
Filed 2026-10-30
Summit Financial Wealth Advisors, LLC
NEW
Shares50,793
Change+50,793
Value$8.3M
Filed 2026-10-15
Level Four Advisory Services, LLC
NEW
Shares50,625
Change+50,625
Value$8.2M
Filed 2026-11-06
Pioneer Trust Bank N A
NEW
Shares50,574
Change+50,574
Value$8.2M
Filed 2026-11-06
Intact Investment Management Inc.
NEW
Shares50,420
Change+50,420
Value$8.2M
Filed 2026-11-03
Churchill Financial Advisors, LLC
NEW
Shares50,102
Change+50,102
Value$8.2M
Filed 2026-10-20
Hennessy Advisors Inc
NEW
Shares50,017
Change+50,017
Value$8.1M
Filed 2026-10-28
Retirement Planning Group, LLC
NEW
Shares49,967
Change+49,967
Value$5.9M
Filed 2026-10-19
Investment Advisory Services Inc
NEW
Shares49,851
Change+49,851
Value$8.1M
Filed 2026-10-27
Harbour Capital Advisors, LLC
NEW
Shares49,836
Change+49,836
Value$8.1M
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares49,755
Change+49,755
Value$8.1M
Filed 2026-11-03
Plan Group Financial, LLC
NEW
Shares49,654
Change+49,654
Value$8.8M
Filed 2026-10-22
SS&H Financial Advisors, Inc.
NEW
Shares49,472
Change+49,472
Value$8.1M
Filed 2026-10-28
Chemistry Wealth Management LLC
NEW
Shares49,394
Change+49,394
Value$8.0M
Filed 2026-10-16
Parkside Financial Bank & Trust
NEW
Shares48,795
Change+48,795
Value$7.9M
Filed 2026-10-27
TBH Global Asset Management, LLC
NEW
Shares48,701
Change+48,701
Value$7.9M
Filed 2026-11-03
Ninety One North America, Inc.
NEW
Shares48,556
Change+48,556
Value$7.9M
Filed 2026-10-15
Financial Synergies Wealth Advisors, Inc.
NEW
Shares48,464
Change+48,464
Value$7.9M
Filed 2026-10-16
Integrated Advisors Network LLC
NEW
Shares48,370
Change+48,370
Value$7.9M
Filed 2026-10-20
Empire Life Investments Inc.
DECREASED
Shares48,337 from 48,670
Change-333 (-1%)
Value$7.9M (+$1.2M)
Filed 2026-11-06
Bill Few Associates, Inc.
NEW
Shares48,302
Change+48,302
Value$7.9M
Filed 2026-10-09
Jeppson Wealth Management, LLC
INCREASED
Shares48,294 from 47,219
Change+1,075 (+2%)
Value$7.9M (+$1.4M)
Filed 2026-10-20
TCI Wealth Advisors, Inc.
NEW
Shares48,266
Change+48,266
Value$7.9M
Filed 2026-10-30
Cornell Pochily Investment Advisors, Inc.
NEW
Shares47,949
Change+47,949
Value$7.8M
Filed 2026-10-19
Whitener Capital Management, Inc.
NEW
Shares47,907
Change+47,907
Value$7.8M
Filed 2026-10-15
Keystone Financial Planning, Inc.
DECREASED
Shares47,734 from 47,994
Change-260 (-1%)
Value$7.8M (+$1.2M)
Filed 2026-10-08
Forvis Mazars Wealth Advisors, LLC
NEW
Shares47,596
Change+47,596
Value$7.7M
Filed 2026-10-13
Deane Retirement Strategies, Inc.
DECREASED
Shares47,535 from 47,958
Change-423 (-1%)
Value$7.7M (+$1.2M)
Filed 2026-10-09
Brian LOW Financial Group, LLC
DECREASED
Shares47,264 from 47,268
Change-4 (0%)
Value$7.7M (+$1.2M)
Filed 2026-10-28
Trek Financial, LLC
NEW
Shares47,059
Change+47,059
Value$7.7M
Filed 2026-10-29
Little House Capital LLC
NEW
Shares46,875
Change+46,875
Value$7.6M
Filed 2026-11-06
Krilogy Financial LLC
NEW
Shares46,692
Change+46,692
Value$8.0M
Filed 2026-10-13
Portfolio Design Labs, LLC
NEW
Shares46,670
Change+46,670
Value$7.6M
Filed 2026-11-04
Koshinski Asset Management, Inc.
NEW
Shares46,561
Change+46,561
Value$7.6M
Filed 2026-10-29
Hunter Associates Investment Management LLC
NEW
Shares46,364
Change+46,364
Value$7.6M
Filed 2026-10-26
Hosking Partners LLP
NEW
Shares46,341
Change+46,341
Value$7.5M
Filed 2026-10-21
GFS Advisors, LLC
NEW
Shares46,282
Change+46,282
Value$7.5M
Filed 2026-11-03
RMR Wealth Builders
NEW
Shares46,241
Change+46,241
Value$7.5M
Filed 2026-10-22
Dudley Capital Management, LLC
NEW
Shares46,197
Change+46,197
Value$7.5M
Filed 2026-10-23
Fagan Associates, Inc.
NEW
Shares46,173
Change+46,173
Value$7.5M
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
NEW
Shares46,163
Change+46,163
Value$7.5M
Filed 2026-10-14
FSM Wealth Advisors, LLC
NEW
Shares46,065
Change+46,065
Value$7.8M
Filed 2026-10-27
Boyd Watterson Asset Management LLC
NEW
Shares45,897
Change+45,897
Value$7.5M
Filed 2026-11-06
Levin Capital Strategies, L.P.
NEW
Shares45,838
Change+45,838
Value$7.5M
Filed 2026-11-02
Ascentis Wealth Management, LLC
NEW
Shares45,767
Change+45,767
Value$7.5M
Filed 2026-11-03
LS Investment Advisors, LLC
NEW
Shares45,720
Change+45,720
Value$7.4M
Filed 2026-10-13
Left Brain Wealth Management, LLC
NEW
Shares45,649
Change+45,649
Value$7.4M
Filed 2026-10-28
Hollow Brook Wealth Management LLC
NEW
Shares45,648
Change+45,648
Value$7.4M
Filed 2026-10-29
Asset Planning Services Inc
DECREASED
Shares45,480 from 45,770
Change-290 (-1%)
Value$7.4M (+$7.4M)
Filed 2026-10-15
Capstone Wealth Management Group, Inc.
NEW
Shares45,354
Change+45,354
Value$7.4M
Filed 2026-10-19
VAN Strum & Towne Inc.
NEW
Shares45,142
Change+45,142
Value$7.3M
Filed 2026-11-06
Forbes J M & Co LLP
NEW
Shares45,099
Change+45,099
Value$7.3M
Filed 2026-10-16
Linden Thomas Advisory Services, LLC
NEW
Shares45,055
Change+45,055
Value$7.3M
Filed 2026-10-19
Calamos Wealth Management LLC
NEW
Shares44,896
Change+44,896
Value$7.3M
Filed 2026-11-02
Academy Capital Management
NEW
Shares44,751
Change+44,751
Value$7.3M
Filed 2026-11-05
Artesa Financial Group, LLC
NEW
Shares44,742
Change+44,742
Value$7.3M
Filed 2026-10-29
Triad Wealth Partners, LLC
NEW
Shares44,577
Change+44,577
Value$7.3M
Filed 2026-10-26
Triangle Securities Wealth Management
NEW
Shares44,357
Change+44,357
Value$7.2M
Filed 2026-10-14
CJM Wealth Advisers, Ltd.
NEW
Shares44,296
Change+44,296
Value$7.2M
Filed 2026-10-27
Claro Advisors Inc.
NEW
Shares44,289
Change+44,289
Value$7.2M
Filed 2026-11-02
Norden Group LLC
NEW
Shares44,260
Change+44,260
Value$7.2M
Filed 2026-10-20
J.P. Marvel Investment Advisors, LLC
NEW
Shares44,220
Change+44,220
Value$7.2M
Filed 2026-11-02
Monarch Capital Management Inc
NEW
Shares44,170
Change+44,170
Value$7.2M
Filed 2026-10-19
Redwood Family Wealth LLC
NEW
Shares44,079
Change+44,079
Value$7.2M
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares44,038 from 40,280
Change+3,758 (+9%)
Value$7.2M (+$1.7M)
Filed 2026-11-04
CFS Investment Advisory Services, LLC
NEW
Shares43,880
Change+43,880
Value$7.2M
Filed 2026-10-19
1900 Wealth Management LLC
NEW
Shares43,840
Change+43,840
Value$7.1M
Filed 2026-10-13
Uniting Wealth Partners, LLC
NEW
Shares43,801
Change+43,801
Value$7.1M
Filed 2026-11-06
Kathmere Capital Management, LLC
NEW
Shares43,712
Change+43,712
Value$7.1M
Filed 2026-10-20
Cane Capital Partners, LLC
NEW
Shares43,684
Change+43,684
Value$7.1M
Filed 2026-10-23
Farmers & Merchants Trust Co of Long Beach
NEW
Shares43,667
Change+43,667
Value$7.1M
Filed 2026-10-22
Massachusetts Wealth Management
NEW
Shares43,558
Change+43,558
Value$7.1M
Filed 2026-10-21
Inscription Capital, LLC
NEW
Shares43,482
Change+43,482
Value$7.1M
Filed 2026-11-02
Oakworth Capital, Inc.
NEW
Shares43,341
Change+43,341
Value$7.1M
Filed 2026-10-26
Altrius Capital Management Inc
INCREASED
Shares43,339 from 43,052
Change+287 (+1%)
Value$7.1M (+$1.2M)
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
NEW
Shares43,158
Change+43,158
Value$7.0M
Filed 2026-10-28
Moneco Advisors, LLC
NEW
Shares43,129
Change+43,129
Value$7.0M
Filed 2026-11-05
Bailard, Inc.
NEW
Shares42,910
Change+42,910
Value$7.0M
Filed 2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
NEW
Shares42,807
Change+42,807
Value$79.4M
Filed 2026-10-30
Plato Investment Management Ltd
NEW
Shares42,485
Change+42,485
Value$6.9M
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
NEW
Shares42,361
Change+42,361
Value$6.9M
Filed 2026-10-13
Atlas Brown,Inc.
INCREASED
Shares42,347 from 42,288
Change+59 (+0%)
Value$6.9M (+$1.1M)
Filed 2026-10-09
Oak Harvest Investment Services
NEW
Shares42,254
Change+42,254
Value$6.9M
Filed 2026-10-20
Paradigm Asset Management Co LLC
NEW
Shares42,050
Change+42,050
Value$6.8M
Filed 2026-11-05
Burford Brothers, Inc.
NEW
Shares41,845
Change+41,845
Value$6.8M
Filed 2026-10-21
Banque Pictet & CIE SA
NEW
Shares41,805
Change+41,805
Value$6.8M
Filed 2026-10-16
Lanark Financial, Inc.
NEW
Shares41,769
Change+41,769
Value$6.8M
Filed 2026-10-26
XML Financial, LLC
NEW
Shares41,722
Change+41,722
Value$6.8M
Filed 2026-10-29
First City Capital Management, Inc.
NEW
Shares41,700
Change+41,700
Value$6.8M
Filed 2026-10-27
Old Mission Investment Co LLC
NEW
Shares41,658
Change+41,658
Value$6.8M
Filed 2026-10-22
Sentry LLC
NEW
Shares41,598
Change+41,598
Value$6.8M
Filed 2026-10-30
Scott & Selber, Inc.
NEW
Shares41,529
Change+41,529
Value$6.8M
Filed 2026-10-21
Greatmark Investment Partners, Inc.
DECREASED
Shares41,508 from 41,642
Change-134 (0%)
Value$6.8M (+$1.1M)
Filed 2026-10-28
Everhart Financial Group, Inc.
NEW
Shares41,417
Change+41,417
Value$6.7M
Filed 2026-10-08
Next Level Private LLC
NEW
Shares41,336
Change+41,336
Value$6.7M
Filed 2026-10-20
Garrett Wealth Advisory Group, LLC
NEW
Shares41,165
Change+41,165
Value$6.7M
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
NEW
Shares41,156
Change+41,156
Value$6.7M
Filed 2026-10-16
Harrell Investment Partners, LLC
NEW
Shares41,108
Change+41,108
Value$6.7M
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares41,092 from 39,631
Change+1,461 (+4%)
Value$6.7M (+$1.3M)
Filed 2026-10-13
Hudock, Inc.
NEW
Shares41,061
Change+41,061
Value$6.7M
Filed 2026-10-14
Mezzasalma Advisors, LLC
NEW
Shares41,055
Change+41,055
Value$6.7M
Filed 2026-10-14
Nicholas Hoffman & Company, Llc.
DECREASED
Shares40,623 from 40,981
Change-358 (-1%)
Value$6.6M (+$1.0M)
Filed 2026-10-30
Steel Grove Capital Advisors, LLC
INCREASED
Shares40,617 from 39,966
Change+651 (+2%)
Value$6.6M (+$1.1M)
Filed 2026-10-13
Asset Dedication, LLC
NEW
Shares40,441
Change+40,441
Value$6.6M
Filed 2026-11-03
MSH Capital Advisors LLC
NEW
Shares40,350
Change+40,350
Value$6.6M
Filed 2026-11-03
Aull & Monroe Investment Management Corp
NEW
Shares40,164
Change+40,164
Value$6.5M
Filed 2026-10-16
Sigma Investment Counselors Inc
NEW
Shares40,114
Change+40,114
Value$6.5M
Filed 2026-10-27
Northcape Wealth Management, LLC
NEW
Shares40,012
Change+40,012
Value$6.5M
Filed 2026-11-04
MFF Capital Investments Ltd
NEW
Shares40,000
Change+40,000
Value$6.5M
Filed 2026-11-05
Curbstone Financial Management Corp
DECREASED
Shares39,794 from 41,214
Change-1,420 (-3%)
Value$6.5M (+$841.7K)
Filed 2026-10-21
Spectrum Asset Management, Inc. (NB )
NEW
Shares39,651
Change+39,651
Value$6.5M
Filed 2026-10-19
Titleist Asset Management, LLC
NEW
Shares39,640
Change+39,640
Value$6.5M
Filed 2026-10-08
Aries Wealth Management
NEW
Shares39,584
Change+39,584
Value$6.4M
Filed 2026-10-23
Greenup Street Wealth Management LLC
NEW
Shares39,537
Change+39,537
Value$6.4M
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
NEW
Shares39,474
Change+39,474
Value$6.4M
Filed 2026-11-04
Klingman & Associates, LLC
NEW
Shares39,345
Change+39,345
Value$6.4M
Filed 2026-10-20
GC Wealth Management RIA, LLC
NEW
Shares39,086
Change+39,086
Value$6.4M
Filed 2026-11-02
Capital Investment Advisory Services, LLC
NEW
Shares39,080
Change+39,080
Value$6.4M
Filed 2026-10-30
Catalyst Financial Partners LLC
NEW
Shares39,046
Change+39,046
Value$6.4M
Filed 2026-11-06
Journey Advisory Group, LLC
NEW
Shares39,014
Change+39,014
Value$6.3M
Filed 2026-11-04
Beacon Bank & Trust
NEW
Shares38,791
Change+38,791
Value$6.3M
Filed 2026-10-27
Valued Retirements, Inc.
NEW
Shares38,638
Change+38,638
Value$6.3M
Filed 2026-11-06
Aprio Wealth Management, LLC
NEW
Shares38,549
Change+38,549
Value$6.3M
Filed 2026-10-28
Cigna Investments Inc
NEW
Shares38,522
Change+38,522
Value$6.3M
Filed 2026-10-19
Ledyard National Bank
NEW
Shares38,436
Change+38,436
Value$6.3M
Filed 2026-10-21
Hengehold Capital Management LLC
NEW
Shares38,309
Change+38,309
Value$6.2M
Filed 2026-10-16
Lineweaver Wealth Advisors, LLC
NEW
Shares38,305
Change+38,305
Value$6.2M
Filed 2026-10-13
Grand Central Investment Group
NEW
Shares38,235
Change+38,235
Value$6.2M
Filed 2026-11-02
LaFleur & Godfrey LLC
NEW
Shares38,182
Change+38,182
Value$6.2M
Filed 2026-10-27
Live Oak Private Wealth LLC
NEW
Shares38,131
Change+38,131
Value$6.2M
Filed 2026-11-02
Northstar Asset Management Co
NEW
Shares38,093
Change+38,093
Value$6.8M
Filed 2026-10-22
Fairvoy Private Wealth, LLC
DECREASED
Shares38,075 from 38,889
Change-814 (-2%)
Value$6.2M (+$879.7K)
Filed 2026-10-19
United Advisor Group, LLC
NEW
Shares37,814
Change+37,814
Value$6.2M
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
NEW
Shares37,799
Change+37,799
Value$6.2M
Filed 2026-10-28
Precedent Wealth Partners, LLC
INCREASED
Shares37,691 from 35,202
Change+2,489 (+7%)
Value$6.1M (+$1.3M)
Filed 2026-10-21
Shoker Investment Counsel, Inc.
NEW
Shares37,601
Change+37,601
Value$6.1M
Filed 2026-11-04
Financial Security Advisor, Inc.
DECREASED
Shares37,597 from 39,491
Change-1,894 (-5%)
Value$6.1M (+$719.7K)
Filed 2026-11-03
Westover Capital Advisors, LLC
NEW
Shares37,574
Change+37,574
Value$6.1M
Filed 2026-10-26
Perpetual Ltd
NEW
Shares37,525
Change+37,525
Value$6.1M
Filed 2026-10-13
Verus Capital Partners, LLC
NEW
Shares37,438
Change+37,438
Value$6.1M
Filed 2026-11-03
KG Capital Management
NEW
Shares37,363
Change+37,363
Value$6.1M
Filed 2026-10-15
Mountain Pacific Investment Advisers LLC
NEW
Shares37,198
Change+37,198
Value$6.1M
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
NEW
Shares37,152
Change+37,152
Value$5.3M
Filed 2026-11-04
Valley Wealth Managers, Inc.
INCREASED
Shares37,122 from 37,021
Change+101 (+0%)
Value$6.0M (+$980.1K)
Filed 2026-10-09
Family Capital Trust Co
NEW
Shares37,119
Change+37,119
Value$6.0M
Filed 2026-10-22
Premier Path Wealth Partners, LLC
INCREASED
Shares36,985 from 34,619
Change+2,366 (+7%)
Value$6.0M (+$1.3M)
Filed 2026-10-16
Retirement Investment Advisors, Inc.
NEW
Shares36,863
Change+36,863
Value$6.0M
Filed 2026-10-22
ARS Investment Partners, LLC
NEW
Shares36,818
Change+36,818
Value$6.0M
Filed 2026-11-05
BIP Wealth, LLC
NEW
Shares36,723
Change+36,723
Value$6.0M
Filed 2026-10-22
Nixon Peabody Trust Co
NEW
Shares36,698
Change+36,698
Value$6.0M
Filed 2026-10-23
Beaumont Financial Advisors, LLC
INCREASED
Shares36,545 from 16,815
Change+19,730 (+117%)
Value$5.9M (+$3.6M)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
NEW
Shares36,385
Change+36,385
Value$5.9M
Filed 2026-10-14
Obermeyer Wealth Partners
NEW
Shares36,279
Change+36,279
Value$5.9M
Filed 2026-10-21
Howard Capital Management, LLC
NEW
Shares36,245
Change+36,245
Value$5.9M
Filed 2026-10-16
Kesler, Norman & Wride, LLC
NEW
Shares36,137
Change+36,137
Value$5.9M
Filed 2026-11-06
Hara Capital LLC
NEW
Shares36,110
Change+36,110
Value$5.9M
Filed 2026-10-30
Baugh & Associates, LLC
NEW
Shares35,970
Change+35,970
Value$5.4M
Filed 2026-10-16
Freedom Day Solutions, LLC
NEW
Shares35,839
Change+35,839
Value$5.8M
Filed 2026-10-20
Keudell ison Wealth Management
NEW
Shares35,808
Change+35,808
Value$5.8M
Filed 2026-10-16
United Asset Strategies, Inc.
NEW
Shares35,690
Change+35,690
Value$5.8M
Filed 2026-10-28
Cohen Investment Advisors LLC
NEW
Shares35,638
Change+35,638
Value$5.8M
Filed 2026-10-20
W Advisors, LLC
NEW
Shares35,565
Change+35,565
Value$5.8M
Filed 2026-11-02
Aspen Wealth Management LLC
NEW
Shares35,461
Change+35,461
Value$5.8M
Filed 2026-10-14
Concord Wealth Partners
NEW
Shares35,409
Change+35,409
Value$5.8M
Filed 2026-11-02
Arista Wealth Management, LLC
NEW
Shares35,360
Change+35,360
Value$5.8M
Filed 2026-10-29
Solitude Financial Services
NEW
Shares35,266
Change+35,266
Value$5.7M
Filed 2026-10-26
Burns J W & Co Inc
INCREASED
Shares35,257 from 34,581
Change+676 (+2%)
Value$5.7M (+$1.0M)
Filed 2026-10-20
Manske Wealth Management
NEW
Shares35,181
Change+35,181
Value$5.7M
Filed 2026-10-26
Bria Capital Group, LLC
NEW
Shares35,140
Change+35,140
Value$5.7M
Filed 2026-10-22
Chatham Capital Group, Inc.
NEW
Shares35,035
Change+35,035
Value$5.7M
Filed 2026-10-16
American Assets Inc
NEW
Shares35,000
Change+35,000
Value$5.7M
Filed 2026-10-30
Carret Asset Management, LLC
DECREASED
Shares34,898 from 36,478
Change-1,580 (-4%)
Value$5.7M (+$692.4K)
Filed 2026-11-04
Leelyn Smith, LLC
NEW
Shares34,684
Change+34,684
Value$5.6M
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
NEW
Shares34,501
Change+34,501
Value$5.6M
Filed 2026-10-28
Hopwood Financial Services, Inc.
NEW
Shares34,455
Change+34,455
Value$5.6M
Filed 2026-10-29
Convergence Investment Partners, LLC
NEW
Shares34,392
Change+34,392
Value$5.6M
Filed 2026-10-28
Peoples Financial Services Corp.
NEW
Shares34,385
Change+34,385
Value$5.6M
Filed 2026-10-20
Strengthening Families & Communities, LLC
NEW
Shares34,251
Change+34,251
Value$5.6M
Filed 2026-10-21
Weaver Capital Management LLC
NEW
Shares34,124
Change+34,124
Value$5.6M
Filed 2026-10-15
McCollum Christoferson Group LLC
NEW
Shares34,017
Change+34,017
Value$799.7K
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares33,937 from 19,004
Change+14,933 (+79%)
Value$5.5M (+$2.6M)
Filed 2026-10-30
CRA Financial Services, LLC
NEW
Shares33,909
Change+33,909
Value$5.5M
Filed 2026-10-16
Cherokee Insurance Co
NEW
Shares33,900
Change+33,900
Value$5.5M
Filed 2026-11-05
Fulcrum Asset Management LLP
NEW
Shares33,899
Change+33,899
Value$5.5M
Filed 2026-11-04
InvesTrust
DECREASED
Shares33,887 from 36,755
Change-2,868 (-8%)
Value$5.5M (+$490.0K)
Filed 2026-10-14
Generali Investments, Management Co LLC
NEW
Shares33,884
Change+33,884
Value$5.5M
Filed 2026-10-19
True Private Wealth Advisors
NEW
Shares33,612
Change+33,612
Value$5.5M
Filed 2026-10-19
Wright Investors Service Inc
NEW
Shares33,482
Change+33,482
Value$5.4M
Filed 2026-11-02
MCF Advisors LLC
NEW
Shares33,460
Change+33,460
Value$5.4M
Filed 2026-10-28
McAlister, Sweet & Associates, Inc.
NEW
Shares33,267
Change+33,267
Value$5.4M
Filed 2026-10-07
Masterinvest Kapitalanlage GmbH
NEW
Shares33,127
Change+33,127
Value$5.4M
Filed 2026-11-03
Meridian Financial Partners LLC
NEW
Shares33,120
Change+33,120
Value$5.8M
Filed 2026-10-23
Park Edge Advisors, LLC
NEW
Shares33,093
Change+33,093
Value$5.4M
Filed 2026-10-28
KCM Investment Advisors LLC
NEW
Shares33,040
Change+33,040
Value$5.4M
Filed 2026-10-27
Commonwealth Retirement Investments LLC
INCREASED
Shares32,877 from 32,750
Change+127 (+0%)
Value$5.4M (+$873.2K)
Filed 2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
NEW
Shares32,853
Change+32,853
Value$5.3M
Filed 2026-10-23
TCV Trust & Wealth Management, Inc.
NEW
Shares32,524
Change+32,524
Value$5.3M
Filed 2026-10-16
Cove Private Wealth, LLC
NEW
Shares32,442
Change+32,442
Value$5.3M
Filed 2026-10-28
Almanack Investment Partners, Llc.
NEW
Shares32,207
Change+32,207
Value$5.2M
Filed 2026-11-03
BankPlus Trust Department
NEW
Shares32,202
Change+32,202
Value$5.2M
Filed 2026-11-06
Great Diamond Partners, LLC
NEW
Shares32,068
Change+32,068
Value$5.2M
Filed 2026-10-13
Nkcfo LLC
UNCHANGED
Shares31,950 from 31,950
Change0 (0%)
Value$5.2M (+$5.2M)
Filed 2026-11-04
Strategic Wealth Investment Group, LLC
NEW
Shares31,930
Change+31,930
Value$5.2M
Filed 2026-10-29
Embree Financial Group
NEW
Shares31,903
Change+31,903
Value$5.2M
Filed 2026-10-22
Gryphon Financial Partners LLC
NEW
Shares31,850
Change+31,850
Value$5.2M
Filed 2026-11-04
Mitchell & Pahl Private Wealth, LLC
NEW
Shares31,814
Change+31,814
Value$5.2M
Filed 2026-10-14
St. Louis Financial Planners Asset Management, LLC
NEW
Shares31,774
Change+31,774
Value$5.4M
Filed 2026-10-16
YHB Investment Advisors, Inc.
NEW
Shares31,704
Change+31,704
Value$5.2M
Filed 2026-10-08
71 West Capital Partners
NEW
Shares31,695
Change+31,695
Value$5.2M
Filed 2026-11-04
Concord Asset Management, LLC
NEW
Shares31,695
Change+31,695
Value$5.2M
Filed 2026-11-02
Legacy Private Trust Co.
NEW
Shares31,521
Change+31,521
Value$5.1M
Filed 2026-10-06
Stillwater Wealth Management Group
NEW
Shares31,433
Change+31,433
Value$5.1M
Filed 2026-10-21
Graves Light Lenhart Wealth, Inc.
NEW
Shares31,208
Change+31,208
Value$5.1M
Filed 2026-10-09
PFG Advisors
NEW
Shares31,086
Change+31,086
Value$5.1M
Filed 2026-10-16
First Business Financial Services, Inc.
NEW
Shares30,981
Change+30,981
Value$5.0M
Filed 2026-10-29
Grey Ledge Advisors, LLC
INCREASED
Shares30,915 from 29,264
Change+1,651 (+6%)
Value$5.0M (+$1.0M)
Filed 2026-11-02
Fragasso Financial Advisors Inc
NEW
Shares30,856
Change+30,856
Value$5.2M
Filed 2026-10-13
JFS Wealth Advisors, LLC
NEW
Shares30,762
Change+30,762
Value$5.0M
Filed 2026-11-03
Relyea Zuckerberg Hanson LLC
NEW
Shares30,706
Change+30,706
Value$5.0M
Filed 2026-10-20
Hamilton Capital, LLC
NEW
Shares30,688
Change+30,688
Value$5.0M
Filed 2026-10-08
Patten Group, Inc.
NEW
Shares30,685
Change+30,685
Value$5.0M
Filed 2026-10-26
O'Keefe Stevens Advisory, Inc.
NEW
Shares30,655
Change+30,655
Value$5.0M
Filed 2026-10-09
HF Advisory Group, LLC
NEW
Shares30,569
Change+30,569
Value$5.0M
Filed 2026-10-09
Shrier Wealth Management, LLC
NEW
Shares30,430
Change+30,430
Value$5.0M
Filed 2026-10-20
Kirr Marbach & Co LLC
NEW
Shares30,352
Change+30,352
Value$4.9M
Filed 2026-10-20
Hartford Financial Management Inc.
NEW
Shares30,325
Change+30,325
Value$4.9M
Filed 2026-10-21
Flagship Capital Management Inc.
NEW
Shares30,287
Change+30,287
Value$4.9M
Filed 2026-10-20
TD Private Client Wealth LLC
NEW
Shares30,167
Change+30,167
Value$4.9M
Filed 2026-10-28
Michels Family Financial, LLC
NEW
Shares30,164
Change+30,164
Value$4.9M
Filed 2026-11-02
Fortis Group Advisors, LLC
INCREASED
Shares30,128 from 24,013
Change+6,115 (+25%)
Value$5.5M (+$2.2M)
Filed 2026-11-06
Union Savings Bank
NEW
Shares30,081
Change+30,081
Value$4.9M
Filed 2026-10-14
Univest Financial Corp
NEW
Shares30,058
Change+30,058
Value$4.9M
Filed 2026-11-05
Investment Partners, Ltd.
NEW
Shares30,034
Change+30,034
Value$4.9M
Filed 2026-10-29
Finivi Inc.
NEW
Shares29,995
Change+29,995
Value$4.9M
Filed 2026-10-13
Orca Wealth Management, LLC
NEW
Shares29,955
Change+29,955
Value$4.9M
Filed 2026-10-14
Mogy Joel R Investment Counsel Inc
NEW
Shares29,918
Change+29,918
Value$4.9M
Filed 2026-10-13
Eagle Wealth Strategies LLC
NEW
Shares29,827
Change+29,827
Value$4.9M
Filed 2026-10-20
Means Investment Co., Inc.
NEW
Shares29,766
Change+29,766
Value$4.8M
Filed 2026-11-03
Aspiriant, LLC
NEW
Shares29,765
Change+29,765
Value$4.8M
Filed 2026-10-16
Ddfg, Inc
NEW
Shares29,565
Change+29,565
Value$4.8M
Filed 2026-10-15
Blueprint Investment Partners LLC
NEW
Shares29,464
Change+29,464
Value$4.8M
Filed 2026-10-28
Avestar Capital, LLC
NEW
Shares29,333
Change+29,333
Value$4.8M
Filed 2026-10-28
James Investment Research, Inc.
NEW
Shares29,313
Change+29,313
Value$4.8M
Filed 2026-10-22
Angeles Wealth Management, LLC
NEW
Shares29,297
Change+29,297
Value$4.8M
Filed 2026-10-26
Alta Advisers Ltd
NEW
Shares29,148
Change+29,148
Value$4.7M
Filed 2026-11-02
Rockline Wealth Management, LLC
NEW
Shares29,000
Change+29,000
Value$4.7M
Filed 2026-10-26
Hardy Reed LLC
NEW
Shares28,963
Change+28,963
Value$4.7M
Filed 2026-11-06
Waldron Private Wealth LLC
NEW
Shares28,834
Change+28,834
Value$4.7M
Filed 2026-11-02
Appleton Partners Inc
NEW
Shares28,810
Change+28,810
Value$4.7M
Filed 2026-10-30
Laurel Wealth Advisors LLC
NEW
Shares28,636
Change+28,636
Value$4.7M
Filed 2026-10-27
San Luis Wealth Advisors LLC
NEW
Shares28,506
Change+28,506
Value$4.6M
Filed 2026-10-27
Hohimer Wealth Management, LLC
NEW
Shares28,504
Change+28,504
Value$4.6M
Filed 2026-11-04
Forza Wealth Management, LLC
NEW
Shares28,421
Change+28,421
Value$4.6M
Filed 2026-10-20
Ellsworth Advisors, LLC
NEW
Shares28,408
Change+28,408
Value$4.6M
Filed 2026-10-15
Brown, Lisle Ings, Inc.
NEW
Shares28,182
Change+28,182
Value$4.6M
Filed 2026-10-16
Accretive Wealth Partners, LLC
NEW
Shares28,122
Change+28,122
Value$4.6M
Filed 2026-11-06
Forum Financial Management, LP
NEW
Shares28,035
Change+28,035
Value$4.6M
Filed 2026-10-16
Challenger Wealth Management
NEW
Shares27,987
Change+27,987
Value$4.6M
Filed 2026-10-30
Laurel OAK Wealth Management, LLC
NEW
Shares27,917
Change+27,917
Value$4.5M
Filed 2026-10-19
Trust Co
INCREASED
Shares27,916 from 2,137
Change+25,779 (+1206%)
Value$4.5M (+$4.3M)
Filed 2026-10-09
Uncommon Cents Investing Inc
NEW
Shares27,642
Change+27,642
Value$4.5M
Filed 2026-10-20
Bison Wealth, LLC
NEW
Shares27,588
Change+27,588
Value$4.7M
Filed 2026-10-13
Advisor OS, LLC
NEW
Shares27,508
Change+27,508
Value$4.5M
Filed 2026-11-03
Dmkc Advisory Services, LLC
NEW
Shares27,325
Change+27,325
Value$4.4M
Filed 2026-11-04
Private Capital Advisors, Inc.
DECREASED
Shares27,215 from 27,815
Change-600 (-2%)
Value$4.4M (+$626.4K)
Filed 2026-10-06
Arrow Financial Corp
NEW
Shares27,170
Change+27,170
Value$4.4M
Filed 2026-10-26
Ti-Trust, Inc
NEW
Shares27,134
Change+27,134
Value$4.4M
Filed 2026-10-21
Excalibur Management Corp
NEW
Shares27,056
Change+27,056
Value$4.4M
Filed 2026-11-02
Vaquero Private Wealth, LTD
NEW
Shares26,981
Change+26,981
Value$4.4M
Filed 2026-10-27
Marks Group Wealth Management, Inc
NEW
Shares26,981
Change+26,981
Value$4.4M
Filed 2026-11-05
Thompson Siegel & Walmsley LLC
NEW
Shares26,916
Change+26,916
Value$4.4M
Filed 2026-11-05
Acropolis Investment Management, LLC
NEW
Shares26,895
Change+26,895
Value$4.4M
Filed 2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares26,819
Change+26,819
Value$4.4M
Filed 2026-10-14
Bochk Asset Management Ltd
NEW
Shares26,800
Change+26,800
Value$4.4M
Filed 2026-10-29
Amarillo National Bank
DECREASED
Shares26,762 from 26,910
Change-148 (-1%)
Value$4.4M (+$676.4K)
Filed 2026-10-23
Asset One Wealth Management LLC
NEW
Shares26,700
Change+26,700
Value$4.3M
Filed 2026-11-02
SeaCrest Wealth Management, LLC
NEW
Shares26,630
Change+26,630
Value$4.3M
Filed 2026-10-21
Royal Palms Capital LLC
NEW
Shares26,595
Change+26,595
Value$4.3M
Filed 2026-10-23
Udine Wealth Management, Inc.
NEW
Shares26,560
Change+26,560
Value$4.3M
Filed 2026-10-23
Nvwm, LLC
NEW
Shares26,524
Change+26,524
Value$4.3M
Filed 2026-10-14
Buttonwood Financial Advisors Inc.
NEW
Shares26,464
Change+26,464
Value$4.3M
Filed 2026-10-13
Biltmore Family Office, LLC
NEW
Shares26,316
Change+26,316
Value$4.3M
Filed 2026-11-03
Outlook Wealth Advisors, LLC
NEW
Shares26,281
Change+26,281
Value$4.3M
Filed 2026-10-28
Stableford Capital II LLC
NEW
Shares26,220
Change+26,220
Value$4.3M
Filed 2026-10-09
Sound Income Strategies, LLC
NEW
Shares26,194
Change+26,194
Value$4.4M
Filed 2026-10-09
Focused Wealth Management, Inc
NEW
Shares26,142
Change+26,142
Value$4.3M
Filed 2026-10-30
Tounjian Advisory Partners, LLC
NEW
Shares26,094
Change+26,094
Value$4.2M
Filed 2026-11-04
Personal CFO Solutions, LLC
NEW
Shares26,066
Change+26,066
Value$4.2M
Filed 2026-11-06
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares26,032 from 24,222
Change+1,810 (+7%)
Value$4.2M (+$925.1K)
Filed 2026-10-09
Supplemental Annuity Collective Trust of NJ
NEW
Shares26,017
Change+26,017
Value$4.2M
Filed 2026-11-02
Lantz Financial LLC
NEW
Shares25,917
Change+25,917
Value$4.2M
Filed 2026-10-15
Integras Partners LLC
NEW
Shares25,915
Change+25,915
Value$4.2M
Filed 2026-10-30
Axxion S.A.
NEW
Shares25,896
Change+25,896
Value$4.2M
Filed 2026-10-22
Twelve Points Wealth Management LLC
NEW
Shares25,886
Change+25,886
Value$4.8M
Filed 2026-11-03
Zions Bancorporation, National Association
NEW
Shares25,855
Change+25,855
Value$4.2M
Filed 2026-11-06
Arvest Investments, Inc.
NEW
Shares25,727
Change+25,727
Value$4.2M
Filed 2026-10-21
Ellerson Group Inc
NEW
Shares25,711
Change+25,711
Value$4.6M
Filed 2026-11-04
LVW Advisors, LLC
NEW
Shares25,702
Change+25,702
Value$4.2M
Filed 2026-10-19
Altfest L J & Co Inc
NEW
Shares25,550
Change+25,550
Value$4.2M
Filed 2026-10-27
Allen Capital Group, LLC
NEW
Shares25,499
Change+25,499
Value$4.2M
Filed 2026-10-27
Silverlake Wealth Management LLC
NEW
Shares25,394
Change+25,394
Value$4.1M
Filed 2026-10-21
Stolper Co
INCREASED
Shares25,376 from 25,234
Change+142 (+1%)
Value$4.1M (+$4.1M)
Filed 2026-10-13
Citizens & Northern Corp
NEW
Shares25,361
Change+25,361
Value$4.1M
Filed 2026-11-06
Anchyra Partners LLC
NEW
Shares25,272
Change+25,272
Value$4.1M
Filed 2026-10-13
Azzad Asset Management Inc
NEW
Shares25,254
Change+25,254
Value$4.1M
Filed 2026-11-04
PDS Planning, Inc
NEW
Shares25,244
Change+25,244
Value$4.1M
Filed 2026-11-03
Finer Wealth Management, Inc.
NEW
Shares25,216
Change+25,216
Value$4.1M
Filed 2026-10-16
ICW Investment Advisors LLC
NEW
Shares25,176
Change+25,176
Value$4.1M
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
NEW
Shares25,145
Change+25,145
Value$4.1M
Filed 2026-10-14
Facet Wealth, Inc.
NEW
Shares25,065
Change+25,065
Value$4.1M
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares24,974 from 1,663
Change+23,311 (+1402%)
Value$4.1M (+$3.8M)
Filed 2026-11-05
Delta Financial Advisors LLC
NEW
Shares24,928
Change+24,928
Value$4.1M
Filed 2026-10-27
Victory Financial Group, LLC
NEW
Shares24,828
Change+24,828
Value$4.0M
Filed 2026-10-27
Northern Financial Advisors Inc
NEW
Shares24,806
Change+24,806
Value$4.0M
Filed 2026-10-29
Clearstead Trust, LLC
NEW
Shares24,786
Change+24,786
Value$4.0M
Filed 2026-11-06
CoreCap Advisors, LLC
NEW
Shares24,755
Change+24,755
Value$4.0M
Filed 2026-10-08
Abel Hall, LLC
NEW
Shares24,728
Change+24,728
Value$4.0M
Filed 2026-10-19
Bourgeon Capital Management LLC
NEW
Shares24,586
Change+24,586
Value$4.0M
Filed 2026-10-19
Congress Park Capital LLC
NEW
Shares24,489
Change+24,489
Value$4.0M
Filed 2026-10-13
Secure Asset Management, LLC
NEW
Shares24,469
Change+24,469
Value$4.0M
Filed 2026-10-19
Acumen Wealth Advisors, LLC
NEW
Shares24,359
Change+24,359
Value$4.0M
Filed 2026-11-05
Summit Asset Management, LLC
NEW
Shares24,305
Change+24,305
Value$4.0M
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
NEW
Shares24,284
Change+24,284
Value$4.0M
Filed 2026-10-13
Argentarii, LLC
NEW
Shares24,144
Change+24,144
Value$3.9M
Filed 2026-10-28
Worth Asset Management, LLC
INCREASED
Shares24,144 from 5,678
Change+18,466 (+325%)
Value$3.9M (+$3.2M)
Filed 2026-10-07
Parkway Wealth Management Group, LLC
NEW
Shares24,097
Change+24,097
Value$3.9M
Filed 2026-10-20
Exchange Bank
NEW
Shares24,017
Change+24,017
Value$3.9M
Filed 2026-10-07
Machina Capital S.A.S.
NEW
Shares23,980
Change+23,980
Value$3.9M
Filed 2026-11-05
Brandywine OAK Private Wealth LLC
NEW
Shares23,973
Change+23,973
Value$3.9M
Filed 2026-10-23
Bradyco, Inc.
NEW
Shares23,961
Change+23,961
Value$3.9M
Filed 2026-11-03
Insight Inv LLC
NEW
Shares23,918
Change+23,918
Value$3.9M
Filed 2026-10-27
Beam Wealth Advisors, Inc.
NEW
Shares23,866
Change+23,866
Value$3.9M
Filed 2026-11-03
RFG - Bristol Wealth Advisors, LLC
NEW
Shares23,853
Change+23,853
Value$3.9M
Filed 2026-10-09
Marino, Stram & Associates LLC
NEW
Shares23,771
Change+23,771
Value$3.9M
Filed 2026-10-22
3Chopt Investment Partners, LLC
NEW
Shares23,741
Change+23,741
Value$3.9M
Filed 2026-10-30
Tred Avon Family Wealth, LLC
NEW
Shares23,725
Change+23,725
Value$3.9M
Filed 2026-10-20
Wealth Management Partners, LLC
NEW
Shares23,722
Change+23,722
Value$3.9M
Filed 2026-10-21
Trust Co of Oklahoma
NEW
Shares23,717
Change+23,717
Value$3.9M
Filed 2026-10-15
Summit Global Investments
NEW
Shares23,700
Change+23,700
Value$3.9M
Filed 2026-10-28
Madden Securities Corp
NEW
Shares23,617
Change+23,617
Value$3.8M
Filed 2026-10-27
RKL Wealth Management LLC
NEW
Shares23,524
Change+23,524
Value$3.8M
Filed 2026-10-16
Community Bank of Raymore
NEW
Shares23,501
Change+23,501
Value$3.8M
Filed 2026-10-23
Westhampton Capital, LLC
NEW
Shares23,420
Change+23,420
Value$3.8M
Filed 2026-10-30
DT Investment Partners, LLC
NEW
Shares23,255
Change+23,255
Value$3.8M
Filed 2026-10-27
Correct Capital Wealth Management
INCREASED
Shares23,230 from 22,937
Change+293 (+1%)
Value$3.8M (+$644.8K)
Filed 2026-11-02
Pines Wealth Management, LLC
NEW
Shares23,209
Change+23,209
Value$3.8M
Filed 2026-10-21
Connecticut Wealth Management, LLC
NEW
Shares23,174
Change+23,174
Value$3.8M
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW
Shares23,159
Change+23,159
Value$3.8M
Filed 2026-10-27
Raab & Moskowitz Asset Management LLC
NEW
Shares23,053
Change+23,053
Value$3.8M
Filed 2026-11-02
First National Bank Sioux Falls
NEW
Shares23,051
Change+23,051
Value$3.8M
Filed 2026-10-13
Telos Capital Management, Inc.
NEW
Shares23,048
Change+23,048
Value$3.8M
Filed 2026-11-02
Archford Capital Strategies, LLC
NEW
Shares22,955
Change+22,955
Value$3.7M
Filed 2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares22,953 from 23,533
Change-580 (-2%)
Value$3.7M (+$518.2K)
Filed 2026-10-19
JB Capital LLC
NEW
Shares22,926
Change+22,926
Value$3.7M
Filed 2026-10-19
Rasp Wealth Solutions, LLC
NEW
Shares22,923
Change+22,923
Value$3.7M
Filed 2026-11-06
Davidson Trust Co
NEW
Shares22,912
Change+22,912
Value$3.7M
Filed 2026-10-09
Adamsbrown Wealth Consultants LLC
NEW
Shares22,894
Change+22,894
Value$3.7M
Filed 2026-10-20
McAdam, LLC
NEW
Shares22,835
Change+22,835
Value$3.7M
Filed 2026-10-21
Focus Financial Network, Inc.
NEW
Shares22,801
Change+22,801
Value$3.7M
Filed 2026-10-14
Premier Fund Managers Ltd
NEW
Shares22,763
Change+22,763
Value$3.7M
Filed 2026-11-02
Smart Wealth LLC
NEW
Shares22,760
Change+22,760
Value$3.7M
Filed 2026-11-04
Enterprise Financial Services Corp
NEW
Shares22,745
Change+22,745
Value$3.7M
Filed 2026-11-03
Unison Advisors LLC
NEW
Shares22,693
Change+22,693
Value$3.7M
Filed 2026-10-29
Hubbell Strickland Wealth Management, LLC
NEW
Shares22,669
Change+22,669
Value$3.7M
Filed 2026-10-29
Avity Investment Management Inc.
NEW
Shares22,467
Change+22,467
Value$3.7M
Filed 2026-10-09
HCR Wealth Advisors
NEW
Shares22,463
Change+22,463
Value$3.7M
Filed 2026-10-15
Sunbeam Capital Management, LLC
NEW
Shares22,402
Change+22,402
Value$3.6M
Filed 2026-11-05
Quintet Private Bank (Europe) S.A.
NEW
Shares22,353
Change+22,353
Value$3.6M
Filed 2026-10-08
Barrett & Company, Inc.
NEW
Shares22,309
Change+22,309
Value$3.6M
Filed 2026-10-22
Kentucky Trust Co
NEW
Shares22,288
Change+22,288
Value$3.6M
Filed 2026-10-15
Myriad Asset Management Advisors LLC
NEW
Shares22,264
Change+22,264
Value$3.6M
Filed 2026-11-03
Columbia Asset Management
NEW
Shares22,183
Change+22,183
Value$3.6M
Filed 2026-10-19
Barr E S & Co
NEW
Shares22,119
Change+22,119
Value$3.6M
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
NEW
Shares22,091
Change+22,091
Value$3.6M
Filed 2026-10-13
Lifetime Wealth Management P.C.
NEW
Shares21,917
Change+21,917
Value$3.6M
Filed 2026-10-29
Cornerstone Advisory, LLC
NEW
Shares21,903
Change+21,903
Value$3.6M
Filed 2026-11-06
Everest Financial Group LLC
NEW
Shares21,872
Change+21,872
Value$3.6M
Filed 2026-11-06
Columbus Macro, LLC
NEW
Shares21,868
Change+21,868
Value$3.6M
Filed 2026-10-14
Bedel Financial Consulting, Inc.
NEW
Shares21,853
Change+21,853
Value$3.6M
Filed 2026-11-06
Cookson Peirce & Co Inc
NEW
Shares21,715
Change+21,715
Value$3.5M
Filed 2026-10-30
WealthPLAN Partners, LLC
NEW
Shares21,683
Change+21,683
Value$3.5M
Filed 2026-10-15
Mayfair Advisory Group, LLC
NEW
Shares21,663
Change+21,663
Value$3.5M
Filed 2026-10-20
Wagner Wealth Management, LLC
NEW
Shares21,647
Change+21,647
Value$3.5M
Filed 2026-10-21
Financial Advisory Partners, LLC
NEW
Shares21,610
Change+21,610
Value$3.5M
Filed 2026-10-23
Alpine Bank Wealth Management
NEW
Shares21,599
Change+21,599
Value$3.5M
Filed 2026-10-16
Gibson Wealth Advisors LLC
NEW
Shares21,596
Change+21,596
Value$3.5M
Filed 2026-10-20
Guided Capital Wealth Management, LLC
NEW
Shares21,569
Change+21,569
Value$3.5M
Filed 2026-10-21
Argos Wealth Advisors, LLC
NEW
Shares21,539
Change+21,539
Value$3.5M
Filed 2026-11-02
Greenfield Savings Bank
NEW
Shares21,527
Change+21,527
Value$3.5M
Filed 2026-10-07
Mattern Wealth Management LLC
NEW
Shares21,414
Change+21,414
Value$3.5M
Filed 2026-11-04
Integrity Advisory Solutions, LLC
NEW
Shares21,408
Change+21,408
Value$3.5M
Filed 2026-10-29
Beverly Hills Private Wealth, LLC
NEW
Shares21,392
Change+21,392
Value$3.5M
Filed 2026-11-04
Armstrong, Fleming & Moore, Inc
NEW
Shares21,378
Change+21,378
Value$3.5M
Filed 2026-10-28
Financial Management Professionals, Inc.
NEW
Shares21,339
Change+21,339
Value$3.5M
Filed 2026-10-23
Athena Wealth Management, LLC
NEW
Shares21,323
Change+21,323
Value$3.5M
Filed 2026-10-09
Seamount Financial Group Inc
NEW
Shares21,284
Change+21,284
Value$3.5M
Filed 2026-10-21
Howard Financial Services, Ltd.
NEW
Shares21,281
Change+21,281
Value$3.5M
Filed 2026-10-15
Cadent Capital Advisors, LLC
NEW
Shares21,248
Change+21,248
Value$3.5M
Filed 2026-10-09
Client 1ST Advisory Group, LLC
NEW
Shares21,240
Change+21,240
Value$3.5M
Filed 2026-10-19
Nova Financial LLC
NEW
Shares21,226
Change+21,226
Value$3.5M
Filed 2026-11-04
Seneca Financial Advisors LLC
NEW
Shares21,108
Change+21,108
Value$3.4M
Filed 2026-10-28
Red Spruce Capital, LLC
NEW
Shares21,101
Change+21,101
Value$3.4M
Filed 2026-10-07
Presilium Private Wealth, LLC
INCREASED
Shares21,037 from 20,838
Change+199 (+1%)
Value$3.4M (+$574.8K)
Filed 2026-10-26
Sippican Capital Advisors
NEW
Shares20,930
Change+20,930
Value$3.4M
Filed 2026-10-23
Quadcap Wealth Management, LLC
NEW
Shares20,903
Change+20,903
Value$3.4M
Filed 2026-11-02
Mitchell Sinkler & Starr
NEW
Shares20,861
Change+20,861
Value$3.4M
Filed 2026-10-13
Valley National Advisers Inc
NEW
Shares20,764
Change+20,764
Value$3.4M
Filed 2026-10-23
Willis Johnson Wealth, Inc.
NEW
Shares20,717
Change+20,717
Value$3.4M
Filed 2026-11-03
Core Wealth Partners LLC
NEW
Shares20,710
Change+20,710
Value$3.4M
Filed 2026-11-02
Bank & Trust Co
NEW
Shares20,658
Change+20,658
Value$3.4M
Filed 2026-10-07
Alkeme Wealth, LLC
NEW
Shares20,658
Change+20,658
Value$3.4M
Filed 2026-10-08
Ackerman Capital Advisors, LLC
NEW
Shares20,631
Change+20,631
Value$3.4M
Filed 2026-10-30
Shepherd Financial Partners LLC
NEW
Shares20,533
Change+20,533
Value$3.3M
Filed 2026-11-03
Ignite Planners, LLC
NEW
Shares20,492
Change+20,492
Value$3.3M
Filed 2026-10-14
KPP Advisory Services LLC
NEW
Shares20,419
Change+20,419
Value$3.3M
Filed 2026-10-26
Global Financial Private Client, LLC
NEW
Shares20,404
Change+20,404
Value$3.3M
Filed 2026-10-15
IFG Advisors, LLC
NEW
Shares20,402
Change+20,402
Value$3.3M
Filed 2026-10-15
Partners Wealth Management, LLC
NEW
Shares20,381
Change+20,381
Value$3.3M
Filed 2026-10-28
Tilia Fiduciary Partners, Inc.
INCREASED
Shares20,334 from 3,719
Change+16,615 (+447%)
Value$3.3M (+$2.8M)
Filed 2026-10-09
New England Research & Management, Inc.
NEW
Shares20,289
Change+20,289
Value$3.3M
Filed 2026-10-16
Barlow Wealth Partners, LLC
NEW
Shares20,059
Change+20,059
Value$3.3M
Filed 2026-10-15
OmniStar Financial Group, Inc.
NEW
Shares20,028
Change+20,028
Value$3.3M
Filed 2026-10-26
Argonautica Private Wealth Management, Inc
NEW
Shares19,942
Change+19,942
Value$3.2M
Filed 2026-11-02
Archer Investment Corp
NEW
Shares19,872
Change+19,872
Value$3.2M
Filed 2026-11-05
McAlvany Wealth Management LLC
NEW
Shares19,861
Change+19,861
Value$3.2M
Filed 2026-10-29
Eclectic Associates Inc
NEW
Shares19,794
Change+19,794
Value$3.2M
Filed 2026-10-09
Kieckhefer Group LLC
NEW
Shares19,794
Change+19,794
Value$3.2M
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
NEW
Shares19,793
Change+19,793
Value$3.5M
Filed 2026-10-22
VCI Wealth Management LLC
NEW
Shares19,786
Change+19,786
Value$3.2M
Filed 2026-10-29
Revisor Wealth Management LLC
NEW
Shares19,693
Change+19,693
Value$3.4M
Filed 2026-10-20
Keener Financial Planning LLC
NEW
Shares19,684
Change+19,684
Value$3.2M
Filed 2026-11-06
Portside Wealth Group, LLC
NEW
Shares19,679
Change+19,679
Value$3.2M
Filed 2026-10-20
Richard P Slaughter Associates Inc
NEW
Shares19,642
Change+19,642
Value$3.2M
Filed 2026-10-13
Alpha Omega Wealth Management LLC
NEW
Shares19,614
Change+19,614
Value$3.2M
Filed 2026-10-23
Stiles Financial Services Inc
DECREASED
Shares19,569 from 19,809
Change-240 (-1%)
Value$3.2M (+$476.5K)
Filed 2026-10-30
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares19,492 from 20,442
Change-950 (-5%)
Value$3.2M (+$377.5K)
Filed 2026-10-14
Harfst & Associates, Inc.
NEW
Shares19,471
Change+19,471
Value$3.2M
Filed 2026-10-20
Roberts Wealth Advisors, LLC
NEW
Shares19,460
Change+19,460
Value$3.2M
Filed 2026-10-14
WealthBridge Capital Management, LLC
NEW
Shares19,441
Change+19,441
Value$3.2M
Filed 2026-10-16
Coston, McIsaac & Partners
NEW
Shares19,392
Change+19,392
Value$3.2M
Filed 2026-11-06
Sovran Advisors, LLC
NEW
Shares19,287
Change+19,287
Value$3.5M
Filed 2026-11-02
PFS Partners, LLC
NEW
Shares19,279
Change+19,279
Value$3.1M
Filed 2026-10-21
Gilman Hill Asset Management, LLC
NEW
Shares19,267
Change+19,267
Value$3.1M
Filed 2026-10-13
Rayburn West Financial Services LLC
NEW
Shares19,230
Change+19,230
Value$3.1M
Filed 2026-11-03
Corundum Group, Inc.
INCREASED
Shares19,213 from 18,821
Change+392 (+2%)
Value$3.1M (+$553.7K)
Filed 2026-10-28
Impact Capital Partners LLC
NEW
Shares19,200
Change+19,200
Value$3.1M
Filed 2026-10-22
Alchemi Wealth, LLC
NEW
Shares19,197
Change+19,197
Value$3.1M
Filed 2026-11-04
Worthington Financial Partners, LLC
NEW
Shares19,134
Change+19,134
Value$3.1M
Filed 2026-10-13
NewSquare Capital LLC
NEW
Shares19,117
Change+19,117
Value$3.1M
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
NEW
Shares19,001
Change+19,001
Value$3.1M
Filed 2026-11-02
St. Clair Advisors, LLC
INCREASED
Shares18,980 from 18,978
Change+2 (+0%)
Value$3.1M (+$494.3K)
Filed 2026-10-13
XXI Wealth, LLC
INCREASED
Shares18,927 from 18,528
Change+399 (+2%)
Value$3.1M (+$547.2K)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
NEW
Shares18,913
Change+18,913
Value$3.1M
Filed 2026-10-26
CMH Wealth Management LLC
NEW
Shares18,909
Change+18,909
Value$3.1M
Filed 2026-10-22
Legacy Trust
NEW
Shares18,903
Change+18,903
Value$3.5M
Filed 2026-11-06
Ballast, Inc.
NEW
Shares18,803
Change+18,803
Value$3.1M
Filed 2026-10-20
Good Steward Wealth Advisors,LLC
NEW
Shares18,712
Change+18,712
Value$3.0M
Filed 2026-11-06
Entruity Wealth, LLC
NEW
Shares18,694
Change+18,694
Value$3.0M
Filed 2026-11-06
Cypress Wealth Services, LLC
NEW
Shares18,603
Change+18,603
Value$3.1M
Filed 2026-10-21
World Equity Group, Inc.
NEW
Shares18,558
Change+18,558
Value$3.0M
Filed 2026-10-14
China Universal Asset Management Co., Ltd.
NEW
Shares18,538
Change+18,538
Value$3.0M
Filed 2026-10-28
Lyell Wealth Management, LP
DECREASED
Shares18,529 from 18,860
Change-331 (-2%)
Value$3.0M (+$437.0K)
Filed 2026-10-30
MBL Wealth, LLC
NEW
Shares18,504
Change+18,504
Value$3.0M
Filed 2026-10-22
Financial Council, LLC
NEW
Shares18,474
Change+18,474
Value$3.0M
Filed 2026-11-02
Autumn Glory Partners, LLC
NEW
Shares18,425
Change+18,425
Value$3.0M
Filed 2026-10-26
Romano Brothers and Company
NEW
Shares18,403
Change+18,403
Value$3.0M
Filed 2026-10-22
TFC Financial Management, Inc.
NEW
Shares18,348
Change+18,348
Value$3.0M
Filed 2026-10-26
Elevatus Welath Management
NEW
Shares18,335
Change+18,335
Value$3.0M
Filed 2026-10-19
Evansbrook LLC
NEW
Shares18,315
Change+18,315
Value$3.0M
Filed 2026-10-16
Cypress Asset Management Inc
NEW
Shares18,247
Change+18,247
Value$3.0M
Filed 2026-10-09
Accredited Investors Inc.
NEW
Shares18,198
Change+18,198
Value$3.0M
Filed 2026-11-03
McGlone Suttner Wealth Management, Inc.
NEW
Shares18,191
Change+18,191
Value$3.0M
Filed 2026-10-13
Nikulski Financial, Inc.
NEW
Shares18,189
Change+18,189
Value$3.0M
Filed 2026-11-06
Pine Haven Investment Counsel, Inc
NEW
Shares18,177
Change+18,177
Value$3.0M
Filed 2026-11-02
Cerro Pacific Wealth Advisors LLC
NEW
Shares18,139
Change+18,139
Value$3.0M
Filed 2026-10-22
Compass Ion Advisors, LLC
NEW
Shares18,139
Change+18,139
Value$3.0M
Filed 2026-10-23
Spring Capital Management, LLC
NEW
Shares18,073
Change+18,073
Value$2.9M
Filed 2026-10-09
Mindset Wealth Management, LLC
NEW
Shares18,032
Change+18,032
Value$2.9M
Filed 2026-10-19
Millennium Capital Advisors, LLC
NEW
Shares18,001
Change+18,001
Value$2.9M
Filed 2026-10-16
Kentucky Farm Bureau Mutual Insurance Co
NEW
Shares18,000
Change+18,000
Value$2.9M
Filed 2026-11-06
Fulton Breakefield Broenniman LLC
NEW
Shares17,995
Change+17,995
Value$2.9M
Filed 2026-11-03
Firestone Capital Management
NEW
Shares17,988
Change+17,988
Value$2.9M
Filed 2026-11-03
Armstrong Advisory Group, Inc
NEW
Shares17,967
Change+17,967
Value$2.9M
Filed 2026-10-09
Uptick Partners, LLC
NEW
Shares17,868
Change+17,868
Value$2.9M
Filed 2026-11-04
Drum Hill Capital, LLC
NEW
Shares17,847
Change+17,847
Value$2.9M
Filed 2026-10-20
Wealth Quarterback LLC
NEW
Shares17,828
Change+17,828
Value$2.9M
Filed 2026-10-20
Greenwood Gearhart LLC
NEW
Shares17,813
Change+17,813
Value$2.9M
Filed 2026-11-02
S.E.E.D. Planning Group LLC
NEW
Shares17,785
Change+17,785
Value$2.9M
Filed 2026-10-07
Adelphi Trust Co
NEW
Shares17,748
Change+17,748
Value$2.9M
Filed 2026-10-05
Kuhn & Co Investment Counsel
NEW
Shares17,727
Change+17,727
Value$2.9M
Filed 2026-10-29
Great Lakes Retirement, Inc.
NEW
Shares17,528
Change+17,528
Value$2.9M
Filed 2026-10-26
Schneider Downs Wealth Management Advisors, LP
NEW
Shares17,456
Change+17,456
Value$2.8M
Filed 2026-10-27
QTR Family Wealth, LLC
NEW
Shares17,437
Change+17,437
Value$2.8M
Filed 2026-11-02
Traphagen Investment Advisors LLC
NEW
Shares17,425
Change+17,425
Value$2.8M
Filed 2026-10-14
Advisors Management Group Inc
DECREASED
Shares17,399 from 19,467
Change-2,068 (-11%)
Value$2.8M (+$2.8M)
Filed 2026-11-05
Midwest Professional Planners, Ltd.
NEW
Shares17,397
Change+17,397
Value$2.8M
Filed 2026-10-29
ACT Wealth Management, LLC
NEW
Shares17,365
Change+17,365
Value$2.8M
Filed 2026-10-09
Beacon Financial Advisory LLC
NEW
Shares17,319
Change+17,319
Value$2.8M
Filed 2026-10-16
Colonial River Investments, LLC
NEW
Shares17,299
Change+17,299
Value$2.8M
Filed 2026-10-19
Mustard Seed Financial, LLC
NEW
Shares17,230
Change+17,230
Value$2.8M
Filed 2026-10-30
Summit Wealth Group LLC / Co
NEW
Shares17,215
Change+17,215
Value$2.8M
Filed 2026-10-29
Lauterbach Financial Advisors, LLC
NEW
Shares17,148
Change+17,148
Value$2.8M
Filed 2026-10-21
Ellis Investment Partners, LLC
NEW
Shares17,144
Change+17,144
Value$2.8M
Filed 2026-10-21
Gleason Group, Inc.
NEW
Shares17,115
Change+17,115
Value$2.8M
Filed 2026-10-15
Woodard & Co Asset Management Group Inc
NEW
Shares17,112
Change+17,112
Value$2.8M
Filed 2026-11-03
Hendley & Co Inc
INCREASED
Shares17,077 from 16,702
Change+375 (+2%)
Value$2.8M (+$2.8M)
Filed 2026-10-29
Mcdonald Partners LLC
NEW
Shares17,052
Change+17,052
Value$2.8M
Filed 2026-11-03
Blume Capital Management, Inc.
NEW
Shares16,987
Change+16,987
Value$2.8M
Filed 2026-10-26
Wealth Architects, LLC
NEW
Shares16,964
Change+16,964
Value$2.8M
Filed 2026-11-03
Miramontes Capital, LLC
NEW
Shares16,873
Change+16,873
Value$2.7M
Filed 2026-10-19
J. Team Financial, Inc.
NEW
Shares16,799
Change+16,799
Value$2.7M
Filed 2026-11-03
Lee Financial Co
NEW
Shares16,796
Change+16,796
Value$2.7M
Filed 2026-10-16
Capital Square, LLC
DECREASED
Shares16,764 from 16,948
Change-184 (-1%)
Value$2.7M (+$374.6K)
Filed 2026-10-19
Fire Capital Management LLC
NEW
Shares16,735
Change+16,735
Value$2.7M
Filed 2026-10-27
O'Domhnaill Enterprises, Inc.
NEW
Shares16,728
Change+16,728
Value$2.7M
Filed 2026-10-29
Avion Wealth
NEW
Shares16,716
Change+16,716
Value$2.7M
Filed 2026-11-04
Novem Group
NEW
Shares16,635
Change+16,635
Value$2.7M
Filed 2026-10-19
Todd Asset Management LLC
NEW
Shares16,625
Change+16,625
Value$2.7M
Filed 2026-10-27
Kennebec Savings Bank
NEW
Shares16,578
Change+16,578
Value$2.7M
Filed 2026-10-22
Atwood & Palmer Inc
NEW
Shares16,554
Change+16,554
Value$2.7M
Filed 2026-10-08
Hummer Financial Advisory Services Inc
NEW
Shares16,550
Change+16,550
Value$2.7M
Filed 2026-10-09
Maia Wealth LLC
NEW
Shares16,528
Change+16,528
Value$2.7M
Filed 2026-10-19
Gibbs Wealth Management
NEW
Shares16,496
Change+16,496
Value$2.7M
Filed 2026-10-22
Galvin, Gaustad & Stein, LLC
NEW
Shares16,481
Change+16,481
Value$2.7M
Filed 2026-10-08
Wealth Dimensions Group, Ltd.
NEW
Shares16,406
Change+16,406
Value$2.7M
Filed 2026-11-02
Baker Chad R
NEW
Shares16,400
Change+16,400
Value$2.7M
Filed 2026-10-22
BluePrint Investing LLC
NEW
Shares16,363
Change+16,363
Value$2.7M
Filed 2026-10-14
Money Concepts Capital Corp
NEW
Shares16,344
Change+16,344
Value$2.7M
Filed 2026-11-06
State of Wyoming
NEW
Shares16,330
Change+16,330
Value$2.7M
Filed 2026-10-28
W.G. Shaheen & Associates DBA Whitney & Co
NEW
Shares16,328
Change+16,328
Value$2.7M
Filed 2026-11-03
BOS Asset Management, LLC
NEW
Shares16,321
Change+16,321
Value$2.7M
Filed 2026-10-09
Warwick Investment Management, Inc.
NEW
Shares16,293
Change+16,293
Value$2.6M
Filed 2026-10-19
Root Financial Partners, LLC
INCREASED
Shares16,278 from 11,438
Change+4,840 (+42%)
Value$2.6M (+$1.1M)
Filed 2026-10-21
Boomfish Wealth Group, LLC
NEW
Shares16,277
Change+16,277
Value$2.6M
Filed 2026-10-22
Eagle Bay Advisors LLC
NEW
Shares16,270
Change+16,270
Value$2.6M
Filed 2026-10-16
Vicus Capital
DECREASED
Shares16,203 from 16,538
Change-335 (-2%)
Value$2.6M (+$376.0K)
Filed 2026-11-05
Howard Capital Management Group, LLC
NEW
Shares16,151
Change+16,151
Value$2.6M
Filed 2026-10-16
Lazari Capital Management, Inc.
NEW
Shares16,143
Change+16,143
Value$2.6M
Filed 2026-10-20
Rede Wealth, LLC
NEW
Shares16,139
Change+16,139
Value$2.6M
Filed 2026-10-22
Achmea Investment Management B.V.
NEW
Shares16,104
Change+16,104
Value$2.6M
Filed 2026-10-30
Northside Capital Management, LLC
NEW
Shares16,100
Change+16,100
Value$2.6M
Filed 2026-10-13
Kestra Investment Management, LLC
NEW
Shares16,087
Change+16,087
Value$2.6M
Filed 2026-11-04
DSG Capital Advisors, LLC
NEW
Shares16,046
Change+16,046
Value$2.6M
Filed 2026-11-05
Blueprint Financial Advisors LLC
NEW
Shares15,977
Change+15,977
Value$2.6M
Filed 2026-10-28
Rhodes Investment Advisors Inc
NEW
Shares15,919
Change+15,919
Value$2.6M
Filed 2026-10-07
Melfa Wealth Management, Inc.
NEW
Shares15,867
Change+15,867
Value$2.6M
Filed 2026-11-06
Optima Capital LLC
NEW
Shares15,862
Change+15,862
Value$2.6M
Filed 2026-10-29
St. Johns Investment Management Company, LLC
NEW
Shares15,849
Change+15,849
Value$2.6M
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares15,801
Change+15,801
Value$2.6M
Filed 2026-10-13
BridgePort Financial Solutions, LLC
NEW
Shares15,801
Change+15,801
Value$2.6M
Filed 2026-11-02
Inlet Private Wealth, LLC
NEW
Shares15,779
Change+15,779
Value$2.6M
Filed 2026-10-21
Platform Technology Partners
NEW
Shares15,766
Change+15,766
Value$2.6M
Filed 2026-11-02
Golden Reserve Retirement LLC
NEW
Shares15,756
Change+15,756
Value$2.6M
Filed 2026-11-02
Johnson & White Wealth Management, LLC
NEW
Shares15,698
Change+15,698
Value$2.6M
Filed 2026-11-03
E&G Advisors, LLC
NEW
Shares15,678
Change+15,678
Value$2.6M
Filed 2026-10-13
Oak Asset Management, LLC
NEW
Shares15,674
Change+15,674
Value$2.6M
Filed 2026-10-13
Foster Group, Inc.
NEW
Shares15,650
Change+15,650
Value$2.5M
Filed 2026-10-13
PUREfi Wealth, LLC
INCREASED
Shares15,650 from 12,542
Change+3,108 (+25%)
Value$2.5M (+$832.3K)
Filed 2026-10-19
Steele Capital Management, Inc.
NEW
Shares15,627
Change+15,627
Value$2.5M
Filed 2026-11-02
Allen Investment Management, LLC
NEW
Shares15,594
Change+15,594
Value$2.5M
Filed 2026-11-03
Abacus Planning Group, Inc.
NEW
Shares15,535
Change+15,535
Value$2.5M
Filed 2026-11-02
Southland Equity Partners LLC
NEW
Shares15,515
Change+15,515
Value$2.5M
Filed 2026-10-14
Altman Advisors, Inc.
NEW
Shares15,509
Change+15,509
Value$2.5M
Filed 2026-11-05
Crescent Sterling, Ltd.
NEW
Shares15,493
Change+15,493
Value$2.5M
Filed 2026-10-16
Bigelow Investment Advisors, LLC
NEW
Shares15,492
Change+15,492
Value$2.5M
Filed 2026-10-13
Hibernia Wealth Partners, LLC
NEW
Shares15,394
Change+15,394
Value$2.5M
Filed 2026-10-29
Lexington Hill Partners, LLC
NEW
Shares15,390
Change+15,390
Value$2.5M
Filed 2026-10-13
Emerald Advisors, LLC
NEW
Shares15,366
Change+15,366
Value$2.5M
Filed 2026-10-13
JGP Wealth Management, LLC
NEW
Shares15,297
Change+15,297
Value$2.5M
Filed 2026-10-13
CMG Global Holdings, LLC
NEW
Shares15,290
Change+15,290
Value$2.5M
Filed 2026-10-14
Sawgrass Asset Management LLC
NEW
Shares15,285
Change+15,285
Value$2.5M
Filed 2026-11-03
D.B. Root & Company, LLC
NEW
Shares15,285
Change+15,285
Value$2.5M
Filed 2026-11-04
Markowski Investments
NEW
Shares15,238
Change+15,238
Value$2.5M
Filed 2026-10-30
First Bank & Trust
NEW
Shares15,220
Change+15,220
Value$2.5M
Filed 2026-10-19
Cypress Point Wealth Management, LLC
NEW
Shares15,193
Change+15,193
Value$2.5M
Filed 2026-11-03
Sun Group Wealth Partners
NEW
Shares15,157
Change+15,157
Value$2.5M
Filed 2026-10-26
Cypress Capital, LLC
NEW
Shares15,144
Change+15,144
Value$2.5M
Filed 2026-10-20
Renaissance Investment Group LLC
NEW
Shares15,127
Change+15,127
Value$2.5M
Filed 2026-10-28
Ashton Thomas Securities, LLC
NEW
Shares15,069
Change+15,069
Value$2.5M
Filed 2026-10-26
Peoples Bank
NEW
Shares15,045
Change+15,045
Value$2.4M
Filed 2026-10-09
Aspen Investment Management Inc
NEW
Shares15,021
Change+15,021
Value$2.4M
Filed 2026-11-05
Aviso Wealth Management
NEW
Shares15,021
Change+15,021
Value$2.4M
Filed 2026-11-04
Targeted Financial Services LLC
NEW
Shares14,998
Change+14,998
Value$2.4M
Filed 2026-10-19
Schmidt P J Investment Management Inc
NEW
Shares14,947
Change+14,947
Value$2.4M
Filed 2026-11-02
Maple Capital Management, Inc.
NEW
Shares14,940
Change+14,940
Value$2.4M
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
NEW
Shares14,922
Change+14,922
Value$2.4M
Filed 2026-10-19
Occidental Asset Management, LLC
NEW
Shares14,918
Change+14,918
Value$2.4M
Filed 2026-11-05
Private Management Group Inc
NEW
Shares14,904
Change+14,904
Value$2.4M
Filed 2026-11-04
Monument Capital Management
NEW
Shares14,902
Change+14,902
Value$2.4M
Filed 2026-10-09
Curtis Advisory Group, LLC
NEW
Shares14,870
Change+14,870
Value$2.4M
Filed 2026-10-28
Arnhold LLC
NEW
Shares14,858
Change+14,858
Value$2.4M
Filed 2026-10-26
Boothe Investment Group, Inc.
NEW
Shares14,836
Change+14,836
Value$2.4M
Filed 2026-10-22
SeaBridge Investment Advisors LLC
NEW
Shares14,811
Change+14,811
Value$2.4M
Filed 2026-11-02
Patriot Investment Management Group, Inc.
NEW
Shares14,782
Change+14,782
Value$2.4M
Filed 2026-10-15
Lederer & Associates Investment Counsel
DECREASED
Shares14,757 from 14,880
Change-123 (-1%)
Value$2.4M (+$2.4M)
Filed 2026-10-23
Syverson Strege & Co
NEW
Shares14,619
Change+14,619
Value$2.4M
Filed 2026-11-02
Earned Wealth Advisors, LLC
NEW
Shares14,610
Change+14,610
Value$2.4M
Filed 2026-11-06
Castellan Group
NEW
Shares14,573
Change+14,573
Value$2.4M
Filed 2026-10-19
M&G Plc
NEW
Shares14,538
Change+14,538
Value$2.4M
Filed 2026-11-04
Eads & Heald Wealth Management
NEW
Shares14,503
Change+14,503
Value$2.4M
Filed 2026-10-29
U S Global Investors Inc
NEW
Shares14,500
Change+14,500
Value$2.4M
Filed 2026-10-22
Analyst IMS Investment Management Services Ltd.
NEW
Shares14,481
Change+14,481
Value$2.4M
Filed 2026-11-05
High Note Wealth, LLC
INCREASED
Shares14,392 from 13,698
Change+694 (+5%)
Value$2.3M (+$469.5K)
Filed 2026-10-27
Chickasaw Capital Management LLC
NEW
Shares14,357
Change+14,357
Value$2.3M
Filed 2026-10-08
TMB Capital Partners, LLC
NEW
Shares14,347
Change+14,347
Value$2.3M
Filed 2026-10-20
Peoples Bank
NEW
Shares14,333
Change+14,333
Value$2.3M
Filed 2026-10-26
Insight Wealth Strategies, LLC
NEW
Shares14,327
Change+14,327
Value$2.3M
Filed 2026-10-09
Diligent Investors, LLC
NEW
Shares14,264
Change+14,264
Value$2.3M
Filed 2026-10-21
Traynor Capital Management, Inc.
NEW
Shares14,262
Change+14,262
Value$2.3M
Filed 2026-10-29
Agate Pass Investment Management, LLC
NEW
Shares14,246
Change+14,246
Value$2.3M
Filed 2026-10-20
Legacy Bridge, LLC
NEW
Shares14,237
Change+14,237
Value$2.3M
Filed 2026-10-28
Werba Rubin Papier Wealth Management
NEW
Shares14,237
Change+14,237
Value$2.3M
Filed 2026-11-06
GKV Capital Management Co., Inc.
NEW
Shares14,215
Change+14,215
Value$2.3M
Filed 2026-11-06
Deseret Mutual Benefit Administrators
NEW
Shares14,212
Change+14,212
Value$2.3M
Filed 2026-11-04
Walker Asset Management, LLC
NEW
Shares14,207
Change+14,207
Value$2.3M
Filed 2026-10-13
Bonness Enterprises Inc
NEW
Shares14,185
Change+14,185
Value$2.3M
Filed 2026-10-08
Bingham Private Wealth, LLC
NEW
Shares14,181
Change+14,181
Value$2.3M
Filed 2026-11-05
Provident Investment Management, Inc.
NEW
Shares14,085
Change+14,085
Value$2.3M
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares14,078
Change+14,078
Value$2.3M
Filed 2026-10-14
Auxano Advisors, LLC
NEW
Shares14,049
Change+14,049
Value$2.3M
Filed 2026-11-06
Mirador Capital Partners LP
NEW
Shares14,046
Change+14,046
Value$2.3M
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
NEW
Shares14,037
Change+14,037
Value$2.3M
Filed 2026-10-29
Valley Brook Capital Group, Inc.
NEW
Shares13,997
Change+13,997
Value$2.3M
Filed 2026-10-26
Triumph Capital Management
NEW
Shares13,984
Change+13,984
Value$2.3M
Filed 2026-10-14
Focus Wealth Advisors, LLC
NEW
Shares13,976
Change+13,976
Value$2.3M
Filed 2026-10-14
Sterling Wealth Management, Inc.
NEW
Shares13,932
Change+13,932
Value$2.3M
Filed 2026-10-23
Capital Advantage, Inc.
NEW
Shares13,916
Change+13,916
Value$2.3M
Filed 2026-10-14
Essex LLC
NEW
Shares13,902
Change+13,902
Value$2.3M
Filed 2026-10-14
Stablepoint Partners, LLC
NEW
Shares13,900
Change+13,900
Value$2.3M
Filed 2026-11-03
J.Safra Asset Management Corp
NEW
Shares13,874
Change+13,874
Value$2.3M
Filed 2026-11-03
Bank of Stockton
NEW
Shares13,851
Change+13,851
Value$2.3M
Filed 2026-10-20
Thrive Wealth Management, LLC
NEW
Shares13,848
Change+13,848
Value$2.3M
Filed 2026-10-13
Eagle Strategies LLC
NEW
Shares13,782
Change+13,782
Value$2.2M
Filed 2026-10-16
Trust Investment Advisors
NEW
Shares13,780
Change+13,780
Value$2.2M
Filed 2026-10-20
Augustine Asset Management Inc
NEW
Shares13,778
Change+13,778
Value$2.2M
Filed 2026-10-13
Advisory Solutions Group, LLC
NEW
Shares13,741
Change+13,741
Value$2.2M
Filed 2026-10-14
Marathon Strategic Advisors, LLC
NEW
Shares13,713
Change+13,713
Value$2.2M
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
NEW
Shares13,709
Change+13,709
Value$2.2M
Filed 2026-10-21
Moulton Wealth Management, Inc
NEW
Shares13,694
Change+13,694
Value$2.2M
Filed 2026-10-13
Fidelity D & D Bancorp Inc
NEW
Shares13,686
Change+13,686
Value$2.2M
Filed 2026-11-05
JSF Financial, LLC
NEW
Shares13,665
Change+13,665
Value$2.2M
Filed 2026-10-22
Avondale Wealth Management
NEW
Shares13,661
Change+13,661
Value$2.2M
Filed 2026-10-15
American State Bank (Iowa)
NEW
Shares13,652
Change+13,652
Value$2.2M
Filed 2026-11-03
Apollon Financial, LLC
NEW
Shares13,608
Change+13,608
Value$2.2M
Filed 2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares13,568
Change+13,568
Value$2.2M
Filed 2026-10-15
Tradewinds Capital Management, LLC
NEW
Shares13,536
Change+13,536
Value$2.2M
Filed 2026-10-23
Patton Albertson Miller Group, LLC
NEW
Shares13,521
Change+13,521
Value$2.2M
Filed 2026-10-26
SYM Financial Corp
NEW
Shares13,510
Change+13,510
Value$2.2M
Filed 2026-10-26
Rosenberg Matthew Hamilton
INCREASED
Shares13,494 from 13,466
Change+28 (+0%)
Value$2.2M (+$355.1K)
Filed 2026-10-05
Monte Financial Group, LLC
NEW
Shares13,451
Change+13,451
Value$2.2M
Filed 2026-11-02
Montz Harcus Wealth Management LLC
NEW
Shares13,442
Change+13,442
Value$2.2M
Filed 2026-10-09
Quantum Financial Advisors, LLC
NEW
Shares13,432
Change+13,432
Value$2.2M
Filed 2026-11-03
Smith Thornton Advisors LLC
NEW
Shares13,402
Change+13,402
Value$2.2M
Filed 2026-10-16
Lakeside Advisors, Inc.
NEW
Shares13,380
Change+13,380
Value$2.2M
Filed 2026-10-20
Terril Brothers, Inc.
NEW
Shares13,370
Change+13,370
Value$2.2M
Filed 2026-11-06
Confluence Investment Management LLC
NEW
Shares13,353
Change+13,353
Value$2.2M
Filed 2026-10-01
Provenance Wealth Advisors, LLC
NEW
Shares13,241
Change+13,241
Value$2.2M
Filed 2026-10-30
Harmony Asset Management LLC
NEW
Shares13,225
Change+13,225
Value$2.2M
Filed 2026-10-20
Trueblood Wealth Management, LLC
NEW
Shares13,207
Change+13,207
Value$2.1M
Filed 2026-10-23
Foster Victor Wealth Advisors, LLC
NEW
Shares13,204
Change+13,204
Value$2.4M
Filed 2026-10-21
Quad-Cities Investment Group, LLC
NEW
Shares13,197
Change+13,197
Value$2.1M
Filed 2026-10-16
Evermay Wealth Management LLC
NEW
Shares13,183
Change+13,183
Value$2.1M
Filed 2026-11-05
SBK Financial, Inc.
NEW
Shares13,149
Change+13,149
Value$2.1M
Filed 2026-11-02
R Squared Ltd
NEW
Shares13,147
Change+13,147
Value$2.1M
Filed 2026-11-06
LJI Wealth Management, LLC
NEW
Shares13,147
Change+13,147
Value$2.1M
Filed 2026-10-28
Midwest Financial Group LLC
NEW
Shares13,108
Change+13,108
Value$2.1M
Filed 2026-10-15
Brady Martz Wealth Solutions, LLC
NEW
Shares13,095
Change+13,095
Value$2.1M
Filed 2026-11-05
TrueWealth Advisors, LLC
NEW
Shares13,078
Change+13,078
Value$2.1M
Filed 2026-10-09
Central Bank & Trust Co
NEW
Shares13,031
Change+13,031
Value$2.1M
Filed 2026-10-09
Norris Perne & French LLP
INCREASED
Shares12,995 from 10,819
Change+2,176 (+20%)
Value$2.1M (+$635.8K)
Filed 2026-10-23
Crusonia Wealth Advisors LLC
NEW
Shares12,949
Change+12,949
Value$2.1M
Filed 2026-10-26
4J Wealth Management LLC
NEW
Shares12,942
Change+12,942
Value$2.1M
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
NEW
Shares12,935
Change+12,935
Value$2.1M
Filed 2026-10-26
Bernardo Wealth Planning LLC
NEW
Shares12,918
Change+12,918
Value$2.1M
Filed 2026-10-23
KMG Fiduciary Partners, LLC
NEW
Shares12,914
Change+12,914
Value$2.1M
Filed 2026-10-14
Creative Financial Designs Inc
DECREASED
Shares12,891 from 18,767
Change-5,876 (-31%)
Value$2.1M (-$467.8K)
Filed 2026-11-04
Income Insurance Ltd
NEW
Shares12,876
Change+12,876
Value$2.1M
Filed 2026-10-21
Leo Wealth, LLC
NEW
Shares12,870
Change+12,870
Value$2.1M
Filed 2026-10-26
Wellington Shields Capital Management, LLC
DECREASED
Shares12,852 from 102,822
Change-89,970 (-87%)
Value$2.1M (-$12.0M)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares12,852 from 78,755
Change-65,903 (-84%)
Value$2.1M (-$8.7M)
Filed 2026-11-03
Capital Management Associates
INCREASED
Shares12,852 from 8,852
Change+4,000 (+45%)
Value$2.1M (+$881.4K)
Filed 2026-11-03
Midland Wealth Advisors, LLC
NEW
Shares12,844
Change+12,844
Value$2.1M
Filed 2026-10-26
Regent Peak Wealth Advisors LLC
NEW
Shares12,839
Change+12,839
Value$2.1M
Filed 2026-10-13
Guardian Investment Management
NEW
Shares12,836
Change+12,836
Value$2.1M
Filed 2026-10-23
Home Federal Bank of Tennessee
NEW
Shares12,825
Change+12,825
Value$2.1M
Filed 2026-10-15
Alliance Wealth Advisors, LLC
NEW
Shares12,819
Change+12,819
Value$2.1M
Filed 2026-10-14
Andrews Advisory Associates, LLC
NEW
Shares12,806
Change+12,806
Value$2.1M
Filed 2026-10-15
LiftPoint Family Wealth Advisors LLC
NEW
Shares12,801
Change+12,801
Value$2.1M
Filed 2026-11-03
Reaves W H & Co Inc
NEW
Shares12,800
Change+12,800
Value$2.1M
Filed 2026-11-06
Cyr Financial Inc.
NEW
Shares12,777
Change+12,777
Value$2.1M
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
NEW
Shares12,690
Change+12,690
Value$2.1M
Filed 2026-11-04
Probity Advisors, Inc.
NEW
Shares12,663
Change+12,663
Value$2.1M
Filed 2026-10-23
Partners in Financial Planning
NEW
Shares12,623
Change+12,623
Value$2.1M
Filed 2026-11-06
Islay Capital Management, LLC
NEW
Shares12,621
Change+12,621
Value$2.1M
Filed 2026-10-20
General Partner, Inc.
NEW
Shares12,578
Change+12,578
Value$2.0M
Filed 2026-10-05
Key Client Fiduciary Advisors, LLC
NEW
Shares12,556
Change+12,556
Value$2.0M
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED
Shares12,545 from 13,568
Change-1,023 (-8%)
Value$2.0M (+$186.7K)
Filed 2026-10-28
Fiduciary Family Office, LLC
NEW
Shares12,544
Change+12,544
Value$2.0M
Filed 2026-11-04
Split Creek LLC DBA Split Creek Capital LLC
NEW
Shares12,521
Change+12,521
Value$2.0M
Filed 2026-11-02
Summit Financial Strategies, Inc.
NEW
Shares12,514
Change+12,514
Value$2.0M
Filed 2026-10-14
D'Orazio & Associates, Inc.
NEW
Shares12,487
Change+12,487
Value$2.0M
Filed 2026-11-04
Nfsg Corp
NEW
Shares12,471
Change+12,471
Value$2.0M
Filed 2026-10-15
Trilogy Capital Inc.
NEW
Shares12,438
Change+12,438
Value$2.0M
Filed 2026-10-20
Winnacle Wealth LLC
NEW
Shares12,356
Change+12,356
Value$2.0M
Filed 2026-10-15
MBA Advisors LLC
NEW
Shares12,294
Change+12,294
Value$2.0M
Filed 2026-10-29
MV Capital Management, Inc.
NEW
Shares12,293
Change+12,293
Value$2.0M
Filed 2026-10-29
Crescent Grove Advisors, LLC
NEW
Shares12,289
Change+12,289
Value$2.0M
Filed 2026-10-21
Alessandra Capital Management, LLC
NEW
Shares12,279
Change+12,279
Value$2.0M
Filed 2026-10-30
Register Financial Advisors LLC
NEW
Shares12,252
Change+12,252
Value$2.0M
Filed 2026-10-23
Cassia Capital Partners, LLC
NEW
Shares12,246
Change+12,246
Value$2.0M
Filed 2026-11-04
Aire Advisors, LLC
NEW
Shares12,189
Change+12,189
Value$2.0M
Filed 2026-10-22
Vann Equity Management LLC
NEW
Shares12,158
Change+12,158
Value$2.0M
Filed 2026-10-08
Nicholas Wealth, Llc.
NEW
Shares12,140
Change+12,140
Value$2.0M
Filed 2026-10-26
Commonwealth Financial Services, LLC
NEW
Shares12,132
Change+12,132
Value$2.0M
Filed 2026-10-20
Kennedy Investment Group, Inc.
NEW
Shares12,127
Change+12,127
Value$2.0M
Filed 2026-10-21
NWF Advisory Services Inc.
NEW
Shares12,126
Change+12,126
Value$2.0M
Filed 2026-10-19
Cromwell Holdings LLC
NEW
Shares12,098
Change+12,098
Value$2.0M
Filed 2026-10-28
VUB Generali dochodkova spravcovska spolocnost, a.s.
NEW
Shares12,089
Change+12,089
Value$2.0M
Filed 2026-10-26
Nadler Financial Group, Inc.
INCREASED
Shares12,080 from 12,078
Change+2 (+0%)
Value$2.0M (+$314.6K)
Filed 2026-10-23
LifeSteps Financial, Inc.
DECREASED
Shares12,045 from 12,052
Change-7 (0%)
Value$2.0M (+$312.6K)
Filed 2026-10-15
Blue Line Capital, LLC / IL
NEW
Shares12,006
Change+12,006
Value$2.0M
Filed 2026-11-04
XY Planning Network, Inc.
NEW
Shares11,931
Change+11,931
Value$1.9M
Filed 2026-10-14
Castleview Partners, LLC
NEW
Shares11,913
Change+11,913
Value$1.9M
Filed 2026-10-09
Lewis Asset Management, LLC
NEW
Shares11,903
Change+11,903
Value$1.9M
Filed 2026-10-14
1834 Investment Advisors Co
NEW
Shares11,892
Change+11,892
Value$1.9M
Filed 2026-10-16
Weaver Consulting Group
NEW
Shares11,876
Change+11,876
Value$1.9M
Filed 2026-10-07
Asempa Wealth Advisors
NEW
Shares11,846
Change+11,846
Value$1.9M
Filed 2026-10-07
Carrera Capital Advisors
NEW
Shares11,798
Change+11,798
Value$1.9M
Filed 2026-11-03
Jnba Financial Advisors
NEW
Shares11,776
Change+11,776
Value$1.9M
Filed 2026-11-03
LBP AM SA
NEW
Shares11,745
Change+11,745
Value$1.9M
Filed 2026-11-06
Epiq Partners, LLC
NEW
Shares11,713
Change+11,713
Value$1.9M
Filed 2026-10-07
Balboa Wealth Partners
NEW
Shares11,707
Change+11,707
Value$1.9M
Filed 2026-10-20
James J. Burns & Company, LLC
NEW
Shares11,682
Change+11,682
Value$1.9M
Filed 2026-10-22
Rise Advisors, LLC
INCREASED
Shares11,670 from 10,582
Change+1,088 (+10%)
Value$1.9M (+$452.5K)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
NEW
Shares11,660
Change+11,660
Value$1.9M
Filed 2026-11-03
Curated Wealth Partners LLC
NEW
Shares11,636
Change+11,636
Value$1.9M
Filed 2026-10-15
AGH Wealth Advisors, LLC
NEW
Shares11,623
Change+11,623
Value$1.9M
Filed 2026-10-26
Financial Solutions Advisory Group, Inc.
NEW
Shares11,604
Change+11,604
Value$2.1M
Filed 2026-10-28
CV Advisors LLC
NEW
Shares11,589
Change+11,589
Value$1.9M
Filed 2026-10-13
Cape Investment Advisory, Inc.
NEW
Shares11,560
Change+11,560
Value$1.9M
Filed 2026-10-13
Worth Financial Advisory Group, LLC
NEW
Shares11,559
Change+11,559
Value$1.9M
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
INCREASED
Shares11,534 from 10,745
Change+789 (+7%)
Value$1.9M (+$408.1K)
Filed 2026-10-29
Old Port Advisors
INCREASED
Shares11,515 from 11,319
Change+196 (+2%)
Value$1.9M (+$326.6K)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
NEW
Shares11,414
Change+11,414
Value$1.9M
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares11,401
Change+11,401
Value$1.9M
Filed 2026-11-05
Sterling Financial Planning, Inc.
NEW
Shares11,383
Change+11,383
Value$1.9M
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
NEW
Shares11,309
Change+11,309
Value$1.8M
Filed 2026-10-21
LCM Capital Management Inc
NEW
Shares11,237
Change+11,237
Value$1.8M
Filed 2026-10-20
Carter Financial Group, Inc.
NEW
Shares11,205
Change+11,205
Value$1.8M
Filed 2026-10-21
Enhancing Capital LLC
NEW
Shares11,200
Change+11,200
Value$1.8M
Filed 2026-10-26
Berkshire Money Management, Inc.
NEW
Shares11,180
Change+11,180
Value$1.8M
Filed 2026-10-21
Insight Wealth Partners, LLC
NEW
Shares11,179
Change+11,179
Value$1.8M
Filed 2026-10-26
CLG LLC
NEW
Shares11,175
Change+11,175
Value$1.8M
Filed 2026-10-13
Richwood Investment Advisors, LLC
NEW
Shares11,174
Change+11,174
Value$1.8M
Filed 2026-10-30
Certified Advisory Corp
NEW
Shares11,122
Change+11,122
Value$1.8M
Filed 2026-10-29
Harold Davidson & Associates Inc.
NEW
Shares11,110
Change+11,110
Value$1.8M
Filed 2026-10-29
Leonard Rickey Investment Advisors P.L.L.C.
NEW
Shares11,089
Change+11,089
Value$1.5M
Filed 2026-10-29
Cordgrass Capital Advisors, LLC
NEW
Shares11,059
Change+11,059
Value$1.8M
Filed 2026-10-30
Tempo Wealth, LLC
NEW
Shares11,036
Change+11,036
Value$1.8M
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares11,036
Change+11,036
Value$1.8M
Filed 2026-10-14
Wealth Effects LLC
NEW
Shares10,974
Change+10,974
Value$1.8M
Filed 2026-10-23
Signature Wealth Management Partners, LLC
NEW
Shares10,927
Change+10,927
Value$1.8M
Filed 2026-10-21
KFA Private Wealth Group, LLC
NEW
Shares10,918
Change+10,918
Value$1.8M
Filed 2026-10-07
Miller Howard Investments Inc
INCREASED
Shares10,906 from 8,454
Change+2,452 (+29%)
Value$1.8M (+$619.1K)
Filed 2026-10-26
Granite Investment Partners, LLC
NEW
Shares10,894
Change+10,894
Value$1.8M
Filed 2026-11-04
Leisure Capital Management
NEW
Shares10,883
Change+10,883
Value$1.8M
Filed 2026-11-03
Virtue Asset Management LLC
NEW
Shares10,869
Change+10,869
Value$1.8M
Filed 2026-10-21
Sutton Place Investors LLC
NEW
Shares10,860
Change+10,860
Value$1.8M
Filed 2026-10-20
Prentiss Smith & Co Inc
NEW
Shares10,853
Change+10,853
Value$1.8M
Filed 2026-10-27
Fell Capital Management
NEW
Shares10,830
Change+10,830
Value$1.8M
Filed 2026-10-09
Whalen Wealth Management Inc.
NEW
Shares10,823
Change+10,823
Value$1.8M
Filed 2026-10-08
Wealth Management Nebraska
NEW
Shares10,813
Change+10,813
Value$1.8M
Filed 2026-10-26
Northwest Wealth Management, LLC
NEW
Shares10,812
Change+10,812
Value$1.8M
Filed 2026-10-30
apricus wealth, LLC
NEW
Shares10,764
Change+10,764
Value$1.8M
Filed 2026-10-26
Marin Bay Wealth Advisors, LLC
NEW
Shares10,737
Change+10,737
Value$1.7M
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
NEW
Shares10,727
Change+10,727
Value$1.7M
Filed 2026-10-16
TrustBank
NEW
Shares10,726
Change+10,726
Value$1.7M
Filed 2026-10-20
Orrstown Financial Services Inc
NEW
Shares10,701
Change+10,701
Value$1.7M
Filed 2026-10-14
Beirne Wealth Consulting Services, LLC
NEW
Shares10,688
Change+10,688
Value$1.7M
Filed 2026-10-19
Greenspring Advisors, LLC
NEW
Shares10,633
Change+10,633
Value$1.7M
Filed 2026-11-05
StoryOne LLC
NEW
Shares10,630
Change+10,630
Value$1.7M
Filed 2026-10-13
Flagship Wealth Advisors, LLC
NEW
Shares10,602
Change+10,602
Value$1.7M
Filed 2026-11-03
Integrated Wealth Management
NEW
Shares10,597
Change+10,597
Value$1.7M
Filed 2026-10-19
First United Bank & Trust
NEW
Shares10,587
Change+10,587
Value$1.7M
Filed 2026-10-22
Reliant Investment Management, LLC
NEW
Shares10,577
Change+10,577
Value$1.7M
Filed 2026-10-14
Matisse Capital
NEW
Shares10,564
Change+10,564
Value$1.7M
Filed 2026-10-29
Ullmann Wealth Partners Group, LLC
NEW
Shares10,559
Change+10,559
Value$1.7M
Filed 2026-11-02
55 North Private Wealth, LLC
NEW
Shares10,557
Change+10,557
Value$1.7M
Filed 2026-10-20
Princeton Global Asset Management LLC
DECREASED
Shares10,548 from 10,767
Change-219 (-2%)
Value$1.7M (+$244.6K)
Filed 2026-10-21
Bright Financial Advisors, Inc.
NEW
Shares10,513
Change+10,513
Value$1.7M
Filed 2026-10-23
American Financial & TAX Strategies Inc
NEW
Shares10,485
Change+10,485
Value$1.7M
Filed 2026-10-16
Albion Financial Group
NEW
Shares10,442
Change+10,442
Value$1.7M
Filed 2026-10-21
Traveka Wealth, LLC
INCREASED
Shares10,419 from 8,121
Change+2,298 (+28%)
Value$1.7M (+$585.4K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
NEW
Shares10,412
Change+10,412
Value$1.7M
Filed 2026-10-26
Toth Financial Advisory Corp
NEW
Shares10,371
Change+10,371
Value$1.7M
Filed 2026-10-08
Pennsylvania Capital Management Inc
NEW
Shares10,360
Change+10,360
Value$1.7M
Filed 2026-11-05
Reap Financial Group, LLC
NEW
Shares10,337
Change+10,337
Value$1.7M
Filed 2026-11-02
Piscataqua Savings Bank
NEW
Shares10,332
Change+10,332
Value$1.7M
Filed 2026-10-21
Courage Miller Partners, LLC
NEW
Shares10,291
Change+10,291
Value$1.7M
Filed 2026-10-21
Uhlmann Price Securities, LLC
NEW
Shares10,288
Change+10,288
Value$1.7M
Filed 2026-11-03
Meridian Investment Counsel Inc.
NEW
Shares10,283
Change+10,283
Value$1.7M
Filed 2026-10-14
Morton Capital Management LLC
NEW
Shares10,262
Change+10,262
Value$1.7M
Filed 2026-10-23
Fonville Wealth Management LLC
NEW
Shares10,257
Change+10,257
Value$1.7M
Filed 2026-10-28
Strategy Asset Managers LLC
NEW
Shares10,223
Change+10,223
Value$1.7M
Filed 2026-10-14
M.E. Allison & Co., Inc.
NEW
Shares10,216
Change+10,216
Value$1.7M
Filed 2026-10-09
Dupree Financial Group, LLC
NEW
Shares10,211
Change+10,211
Value$1.7M
Filed 2026-10-09
Holcombe Financial, Inc.
NEW
Shares10,194
Change+10,194
Value$1.7M
Filed 2026-10-16
Armbruster Capital Management, Inc.
NEW
Shares10,183
Change+10,183
Value$1.7M
Filed 2026-10-19
Waterfront Wealth Inc.
NEW
Shares10,136
Change+10,136
Value$1.8M
Filed 2026-11-03
Seven Hills Financial, LLC
NEW
Shares10,103
Change+10,103
Value$1.6M
Filed 2026-10-13
McKinney Capital Management, LLC
NEW
Shares10,092
Change+10,092
Value$1.6M
Filed 2026-11-06
TriaGen Wealth Management LLC
NEW
Shares10,086
Change+10,086
Value$1.6M
Filed 2026-10-14
Anchor Capital Advisors LLC
NEW
Shares10,036
Change+10,036
Value$1.6M
Filed 2026-11-05
Founders Grove Wealth Partners, LLC
INCREASED
Shares10,014 from 9,546
Change+468 (+5%)
Value$1.6M (+$324.8K)
Filed 2026-10-16
Grant Private Wealth Management Inc
NEW
Shares10,011
Change+10,011
Value$1.6M
Filed 2026-10-19
Murphy, Middleton, Hinkle & Parker, Inc.
NEW
Shares10,002
Change+10,002
Value$1.6M
Filed 2026-10-15
Tower Trust & Investment Co
NEW
Shares9,957
Change+9,957
Value$1.6M
Filed 2026-10-28
LeConte Wealth Management, LLC
NEW
Shares9,930
Change+9,930
Value$1.6M
Filed 2026-10-20
Oath Planning, LLC
NEW
Shares9,925
Change+9,925
Value$1.6M
Filed 2026-10-20
Landmark Wealth Management, LLC
NEW
Shares9,892
Change+9,892
Value$1.6M
Filed 2026-11-03
Investors Asset Management of Georgia Inc
NEW
Shares9,888
Change+9,888
Value$1.6M
Filed 2026-10-20
Family Investment Center, Inc.
NEW
Shares9,879
Change+9,879
Value$1.6M
Filed 2026-10-19
Grandview Asset Management LLC
NEW
Shares9,853
Change+9,853
Value$1.6M
Filed 2026-10-19
W.H. Cornerstone Investments Inc.
NEW
Shares9,853
Change+9,853
Value$1.6M
Filed 2026-11-03
CWS Financial Advisors, LLC
NEW
Shares9,847
Change+9,847
Value$1.6M
Filed 2026-10-16
Accelerate Investment Advisors LLC
NEW
Shares9,841
Change+9,841
Value$1.6M
Filed 2026-11-02
Selective Wealth Management, Inc.
NEW
Shares9,839
Change+9,839
Value$1.7M
Filed 2026-10-16
Fermata Advisors, LLC
NEW
Shares9,838
Change+9,838
Value$1.6M
Filed 2026-10-13
KDK Private Wealth Management, LLC
NEW
Shares9,829
Change+9,829
Value$1.6M
Filed 2026-11-03
First Premier Bank
NEW
Shares9,819
Change+9,819
Value$1.6M
Filed 2026-10-13
Centurion Wealth Management LLC
NEW
Shares9,806
Change+9,806
Value$1.6M
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
NEW
Shares9,784
Change+9,784
Value$1.6M
Filed 2026-10-20
Merrion Investment Management Co, LLC
NEW
Shares9,770
Change+9,770
Value$1.6M
Filed 2026-10-16
Saxon Interests, Inc.
NEW
Shares9,739
Change+9,739
Value$1.6M
Filed 2026-10-26
McElhenny Sheffield Capital Management, LLC
NEW
Shares9,730
Change+9,730
Value$1.6M
Filed 2026-11-06
Meadow Creek Wealth Advisors LLC
NEW
Shares9,729
Change+9,729
Value$1.6M
Filed 2026-11-02
Weatherly Asset Management L. P.
NEW
Shares9,723
Change+9,723
Value$1.6M
Filed 2026-10-20
BigSur Wealth Management LLC
NEW
Shares9,718
Change+9,718
Value$1.6M
Filed 2026-10-13
Thor Trading Advisors, LLC
NEW
Shares9,717
Change+9,717
Value$1.6M
Filed 2026-11-05
Fractal Investments LLC
NEW
Shares9,710
Change+9,710
Value$1.6M
Filed 2026-10-28
First Heartland Consultants, Inc.
NEW
Shares9,699
Change+9,699
Value$1.6M
Filed 2026-10-08
Interchange Capital Partners, LLC
NEW
Shares9,690
Change+9,690
Value$1.6M
Filed 2026-10-28
Alliance Wealth Advisors, LLC
NEW
Shares9,639
Change+9,639
Value$1.6M
Filed 2026-10-28
Arwa LLC
NEW
Shares9,636
Change+9,636
Value$1.7M
Filed 2026-10-21
Briaud Financial Planning Inc
NEW
Shares9,631
Change+9,631
Value$1.6M
Filed 2026-10-20
Balentine LLC
NEW
Shares9,630
Change+9,630
Value$1.6M
Filed 2026-11-03
Lebenthal Global Advisors, LLC
NEW
Shares9,617
Change+9,617
Value$1.6M
Filed 2026-10-28
Solstein Capital, LLC
NEW
Shares9,611
Change+9,611
Value$1.6M
Filed 2026-11-02
Wedgewood Investors Inc
NEW
Shares9,609
Change+9,609
Value$1.6M
Filed 2026-10-28
Pacific Sage Partners, LLC
NEW
Shares9,576
Change+9,576
Value$1.6M
Filed 2026-10-21
West Paces Advisors Inc.
DECREASED
Shares9,573 from 9,801
Change-228 (-2%)
Value$1.6M (+$218.0K)
Filed 2026-10-13
Granite Islands Private Wealth, LLC
NEW
Shares9,550
Change+9,550
Value$1.6M
Filed 2026-10-16
Independent Wealth Network Inc.
NEW
Shares9,538
Change+9,538
Value$1.6M
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
NEW
Shares9,527
Change+9,527
Value$1.6M
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares9,490 from 8,554
Change+936 (+11%)
Value$1.7M (+$488.2K)
Filed 2026-10-16
Bernicke Wealth Management, Ltd.
NEW
Shares9,489
Change+9,489
Value$1.5M
Filed 2026-11-06
Powers Advisory Group, LLC
NEW
Shares9,485
Change+9,485
Value$1.5M
Filed 2026-10-14
Olistico Wealth, LLC
DECREASED
Shares9,485 from 9,509
Change-24 (0%)
Value$1.5M (+$243.6K)
Filed 2026-10-05
Eurizon SLJ Capital Ltd
NEW
Shares9,480
Change+9,480
Value$1.5M
Filed 2026-11-06
Cross Staff Investments Inc
NEW
Shares9,473
Change+9,473
Value$1.5M
Filed 2026-10-22
Old North State Wealth Management, LLC
NEW
Shares9,470
Change+9,470
Value$1.5M
Filed 2026-10-22
Northbridge Financial Group, LLC
NEW
Shares9,423
Change+9,423
Value$1.5M
Filed 2026-11-05
Summit Investment Advisors, Inc.\KS
NEW
Shares9,412
Change+9,412
Value$1.5M
Filed 2026-11-05
Chemung Canal Trust Co
NEW
Shares9,365
Change+9,365
Value$1.5M
Filed 2026-11-04
Denver PWM, LLC
NEW
Shares9,329
Change+9,329
Value$1.5M
Filed 2026-10-22
Brucke Financial, Inc.
NEW
Shares9,314
Change+9,314
Value$1.5M
Filed 2026-10-23
Ascent Wealth Partners, LLC
NEW
Shares9,309
Change+9,309
Value$1.5M
Filed 2026-10-23
Cora Capital Advisors LLC
NEW
Shares9,304
Change+9,304
Value$1.5M
Filed 2026-11-02
Verus Financial Partners, Inc.
NEW
Shares9,282
Change+9,282
Value$1.5M
Filed 2026-10-29
Marathon Capital Management
NEW
Shares9,276
Change+9,276
Value$1.5M
Filed 2026-10-23
Innova Wealth Partners
NEW
Shares9,269
Change+9,269
Value$1.5M
Filed 2026-10-21
SJS Investment Consulting Inc.
NEW
Shares9,242
Change+9,242
Value$1.5M
Filed 2026-10-26
Global Trust Wealth Management LLC
NEW
Shares9,232
Change+9,232
Value$1.5M
Filed 2026-10-14
LongView Wealth Management
NEW
Shares9,226
Change+9,226
Value$1.5M
Filed 2026-10-19
Channel Wealth LLC
NEW
Shares9,223
Change+9,223
Value$1.5M
Filed 2026-11-06
Johnson Financial Group, LLC
NEW
Shares9,206
Change+9,206
Value$1.5M
Filed 2026-11-03
Destiny Wealth Partners, LLC
NEW
Shares9,201
Change+9,201
Value$1.7M
Filed 2026-11-05
Souders Financial Advisors
NEW
Shares9,186
Change+9,186
Value$1.5M
Filed 2026-11-03
Perennial Advisors, LLC
NEW
Shares9,160
Change+9,160
Value$1.5M
Filed 2026-10-13
Riverbend Wealth Management, LLC
NEW
Shares9,139
Change+9,139
Value$1.5M
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares9,135
Change+9,135
Value$1.5M
Filed 2026-10-27
Clark Asset Management, LLC
NEW
Shares9,125
Change+9,125
Value$1.5M
Filed 2026-10-19
ROI Financial Advisors, LLC
NEW
Shares9,111
Change+9,111
Value$1.5M
Filed 2026-10-19
Factor Wealth Management LTD
NEW
Shares9,091
Change+9,091
Value$1.5M
Filed 2026-10-08
Golden State Wealth Management, LLC
NEW
Shares9,078
Change+9,078
Value$1.5M
Filed 2026-11-02
Saxony Capital Management, LLC
NEW
Shares9,071
Change+9,071
Value$1.5M
Filed 2026-10-15
KRS Capital Management, LLC
NEW
Shares9,026
Change+9,026
Value$1.5M
Filed 2026-10-16
Tritonpoint Wealth, LLC
NEW
Shares9,022
Change+9,022
Value$1.5M
Filed 2026-10-19
SageOak Financial, LLC
NEW
Shares8,989
Change+8,989
Value$1.5M
Filed 2026-10-19
Heritage Wealth Management, Inc. s
NEW
Shares8,970
Change+8,970
Value$1.5M
Filed 2026-11-06
United Community Bank
NEW
Shares8,964
Change+8,964
Value$1.5M
Filed 2026-10-28
J.M. Arbour, LLC
NEW
Shares8,950
Change+8,950
Value$1.5M
Filed 2026-11-05
Mascagni Wealth Management, Inc.
INCREASED
Shares8,940 from 8,527
Change+413 (+5%)
Value$1.5M (+$289.1K)
Filed 2026-10-23
Altus Wealth Group LLC
NEW
Shares8,925
Change+8,925
Value$1.5M
Filed 2026-10-20
Providence Financial Advisors, LLC
NEW
Shares8,923
Change+8,923
Value$1.5M
Filed 2026-11-06
Curran Financial Partners, LLC
NEW
Shares8,902
Change+8,902
Value$1.4M
Filed 2026-11-04
Invenio Wealth Partners LLC
DECREASED
Shares8,888 from 9,189
Change-301 (-3%)
Value$1.4M (+$190.2K)
Filed 2026-10-20
Cohen Capital Management, Inc.
UNCHANGED
Shares8,850 from 8,850
Change0 (0%)
Value$1.4M (+$230.4K)
Filed 2026-10-14
Net Worth Advisory Group
NEW
Shares8,847
Change+8,847
Value$1.4M
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
NEW
Shares8,843
Change+8,843
Value$1.4M
Filed 2026-10-15
NavPoint Financial, Inc.
NEW
Shares8,812
Change+8,812
Value$1.4M
Filed 2026-10-21
Asset Advisory Group, Inc.
NEW
Shares8,810
Change+8,810
Value$1.4M
Filed 2026-10-20
Pathway Financial Advisers, LLC
NEW
Shares8,787
Change+8,787
Value$1.4M
Filed 2026-10-27
Bullock Wealth Management Group
INCREASED
Shares8,785 from 8,762
Change+23 (+0%)
Value$1.4M (+$245.1K)
Filed 2026-10-09
Bell Investment Advisors, Inc
NEW
Shares8,780
Change+8,780
Value$1.4M
Filed 2026-10-29
Legacy Wealth Management, LLC / MS
NEW
Shares8,759
Change+8,759
Value$1.4M
Filed 2026-10-30
Kingdom Financial Group Llc.
NEW
Shares8,739
Change+8,739
Value$1.4M
Filed 2026-11-04
BCS Wealth Management
NEW
Shares8,659
Change+8,659
Value$1.4M
Filed 2026-11-03
RTD Financial Advisors, Inc.
NEW
Shares8,659
Change+8,659
Value$1.4M
Filed 2026-10-09
New England Capital Financial Advisors LLC
NEW
Shares8,632
Change+8,632
Value$1.4M
Filed 2026-11-03
Mccarter Private Wealth Services LLC
NEW
Shares8,630
Change+8,630
Value$1.4M
Filed 2026-10-22
Isthmus Partners, LLC
NEW
Shares8,605
Change+8,605
Value$1.4M
Filed 2026-10-21
Heartwood Wealth Advisors LLC
INCREASED
Shares8,592 from 8,454
Change+138 (+2%)
Value$1.4M (+$242.5K)
Filed 2026-10-05
Capital Advisors Wealth Management, LLC
NEW
Shares8,574
Change+8,574
Value$1.4M
Filed 2026-10-09
Sentinel Pension Advisors, LLC
NEW
Shares8,564
Change+8,564
Value$1.4M
Filed 2026-11-02
Milestone Asset Management, LLC
NEW
Shares8,557
Change+8,557
Value$1.4M
Filed 2026-10-15
PW Nova Financial Services LLC
NEW
Shares8,555
Change+8,555
Value$1.4M
Filed 2026-10-15
Gaddis Premier Wealth Advisors LLC
NEW
Shares8,541
Change+8,541
Value$1.4M
Filed 2026-10-29
Strong Retirement Solutions LLC
NEW
Shares8,524
Change+8,524
Value$1.4M
Filed 2026-10-07
Main Line Retirement Advisors, LLC
NEW
Shares8,519
Change+8,519
Value$1.4M
Filed 2026-10-14
Clear Creek Financial Management, LLC
NEW
Shares8,511
Change+8,511
Value$1.4M
Filed 2026-10-28
Advisortrust Partners, LLC
NEW
Shares8,505
Change+8,505
Value$1.4M
Filed 2026-11-02
City State Bank
NEW
Shares8,501
Change+8,501
Value$1.4M
Filed 2026-10-20
May Hill Capital, LLC
NEW
Shares8,500
Change+8,500
Value$1.4M
Filed 2026-11-03
DMC Group, LLC
INCREASED
Shares8,496 from 8,392
Change+104 (+1%)
Value$1.4M (+$235.4K)
Filed 2026-10-26
Valicenti Advisory Services Inc
NEW
Shares8,477
Change+8,477
Value$1.4M
Filed 2026-10-23
G&S Capital LLC
NEW
Shares8,465
Change+8,465
Value$1.4M
Filed 2026-10-23
Silver Grove Financial Group, Inc.
NEW
Shares8,441
Change+8,441
Value$1.4M
Filed 2026-11-05
DDD Partners, LLC
NEW
Shares8,439
Change+8,439
Value$1.4M
Filed 2026-11-02
Adkins Seale Capital Management LLC
INCREASED
Shares8,436 from 8,435
Change+1 (+0%)
Value$1.4M (+$219.6K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
NEW
Shares8,409
Change+8,409
Value$1.4M
Filed 2026-10-27
Slow Capital, Inc.
NEW
Shares8,404
Change+8,404
Value$1.4M
Filed 2026-10-23
Commerce Advisors, LLC
NEW
Shares8,403
Change+8,403
Value$1.4M
Filed 2026-10-19
Lake Street Private Wealth, LLC
NEW
Shares8,398
Change+8,398
Value$1.4M
Filed 2026-10-22
Cowa, LLC
NEW
Shares8,392
Change+8,392
Value$1.4M
Filed 2026-10-30
One Day In July LLC
NEW
Shares8,387
Change+8,387
Value$1.4M
Filed 2026-10-30
Lantern Wealth Advisors, LLC
NEW
Shares8,383
Change+8,383
Value$1.4M
Filed 2026-10-22
Navigation Group, LLC
NEW
Shares8,374
Change+8,374
Value$1.4M
Filed 2026-10-28
EagleClaw Capital Managment, LLC
NEW
Shares8,363
Change+8,363
Value$1.4M
Filed 2026-11-06
Wingate Wealth Advisors, Inc.
NEW
Shares8,359
Change+8,359
Value$1.4M
Filed 2026-10-26
Certior Financial Group, LLC
NEW
Shares8,348
Change+8,348
Value$1.4M
Filed 2026-10-19
Lodestone Wealth Management LLC
INCREASED
Shares8,327 from 8,281
Change+46 (+1%)
Value$1.4M (+$223.0K)
Filed 2026-10-14
Stonehearth Capital Management, LLC
NEW
Shares8,315
Change+8,315
Value$1.4M
Filed 2026-10-13
Shariaportfolio, Inc.
NEW
Shares8,305
Change+8,305
Value$1.4M
Filed 2026-10-20
Iron Financial LLC
NEW
Shares8,291
Change+8,291
Value$1.3M
Filed 2026-10-23
Buckhead Capital Management LLC
NEW
Shares8,280
Change+8,280
Value$1.3M
Filed 2026-11-03
Encompass Wealth Advisors, LLC
NEW
Shares8,274
Change+8,274
Value$1.3M
Filed 2026-10-15
Coerente Capital Management
DECREASED
Shares8,228 from 9,798
Change-1,570 (-16%)
Value$1.3M (-$475)
Filed 2026-10-29
Rational Advisors, Inc.
NEW
Shares8,204
Change+8,204
Value$1.3M
Filed 2026-11-02
Persium Advisors, LLC
NEW
Shares8,200
Change+8,200
Value$1.3M
Filed 2026-10-07
WoodTrust Financial Corp
NEW
Shares8,165
Change+8,165
Value$1.3M
Filed 2026-10-09
Riversedge Advisors, LLC
NEW
Shares8,133
Change+8,133
Value$1.3M
Filed 2026-10-09
Smith Shellnut Wilson LLC
NEW
Shares8,125
Change+8,125
Value$1.3M
Filed 2026-10-21
Roof Eidam Maycock Peralta, LLC
NEW
Shares8,113
Change+8,113
Value$1.3M
Filed 2026-10-15
Barton Investment Management
NEW
Shares8,105
Change+8,105
Value$1.3M
Filed 2026-10-27
Vista Investment Partners II, LLC
NEW
Shares8,075
Change+8,075
Value$1.3M
Filed 2026-10-15
Financial Insights, Inc.
NEW
Shares8,047
Change+8,047
Value$1.3M
Filed 2026-10-27
RFG Holdings, Inc.
NEW
Shares8,038
Change+8,038
Value$1.3M
Filed 2026-10-30
Wealthcare Capital Management LLC
NEW
Shares8,036
Change+8,036
Value$1.3M
Filed 2026-10-21
American National Bank of Texas
NEW
Shares8,036
Change+8,036
Value$1.3M
Filed 2026-10-07
Compass Capital Management, Inc
NEW
Shares8,033
Change+8,033
Value$1.3M
Filed 2026-11-06
Contravisory Investment Management, Inc.
NEW
Shares8,018
Change+8,018
Value$1.3M
Filed 2026-10-13
Pegasus Asset Management, Inc.
NEW
Shares7,991
Change+7,991
Value$1.3M
Filed 2026-11-03
Allegiance Financial Group Advisory Services LLC
NEW
Shares7,990
Change+7,990
Value$1.3M
Filed 2026-11-02
Financial Planning Hawaii, Inc.
NEW
Shares7,984
Change+7,984
Value$1.3M
Filed 2026-10-13
Hamilton Point Investment Advisors, LLC
NEW
Shares7,982
Change+7,982
Value$1.3M
Filed 2026-11-03
Townsend & Associates, Inc
NEW
Shares7,978
Change+7,978
Value$1.4M
Filed 2026-10-23
Fiduciary Financial Group, LLC
NEW
Shares7,972
Change+7,972
Value$1.3M
Filed 2026-10-13
WBH Advisory Inc
NEW
Shares7,955
Change+7,955
Value$1.3M
Filed 2026-11-05
Kohmann Bosshard Financial Services, LLC
NEW
Shares7,954
Change+7,954
Value$1.3M
Filed 2026-11-04
Live Oak Investment Partners
NEW
Shares7,942
Change+7,942
Value$1.3M
Filed 2026-10-23
Braun-Bostich & Associates Inc.
NEW
Shares7,941
Change+7,941
Value$1.3M
Filed 2026-10-20
Rose Capital Advisors LLC
NEW
Shares7,934
Change+7,934
Value$1.3M
Filed 2026-11-04
Arsenal Capital Advisors LLC
NEW
Shares7,921
Change+7,921
Value$1.3M
Filed 2026-11-02
Hall Laurie J Trustee
NEW
Shares7,902
Change+7,902
Value$1.3M
Filed 2026-10-06
Argus Investors' Counsel, Inc.
DECREASED
Shares7,873 from 7,893
Change-20 (0%)
Value$1.3M (+$202.2K)
Filed 2026-10-09
Reynders McVeigh Capital Management, LLC
NEW
Shares7,866
Change+7,866
Value$1.3M
Filed 2026-10-30
EdgeRock Capital LLC
NEW
Shares7,863
Change+7,863
Value$1.3M
Filed 2026-11-03
Tanager Wealth Management LLP
NEW
Shares7,845
Change+7,845
Value$1.3M
Filed 2026-10-19
Winthrop Advisory Group LLC
NEW
Shares7,835
Change+7,835
Value$1.3M
Filed 2026-10-22
Jacobsen Capital Management
NEW
Shares7,827
Change+7,827
Value$1.3M
Filed 2026-10-27
Financial Consulate, Inc
NEW
Shares7,809
Change+7,809
Value$1.3M
Filed 2026-10-23
Investmark Advisory Group LLC
NEW
Shares7,804
Change+7,804
Value$1.3M
Filed 2026-10-27
Arlington Financial Advisors, LLC
NEW
Shares7,792
Change+7,792
Value$1.3M
Filed 2026-10-19
Aufman Associates Inc
INCREASED
Shares7,707 from 7,558
Change+149 (+2%)
Value$1.3M (+$220.9K)
Filed 2026-11-04
Heritage Family Offices, LLP
NEW
Shares7,701
Change+7,701
Value$1.3M
Filed 2026-11-02
Praxis Capital Management LLC
NEW
Shares7,700
Change+7,700
Value$1.3M
Filed 2026-10-16
Financial Freedom, LLC
NEW
Shares7,695
Change+7,695
Value$1.3M
Filed 2026-11-06
Fogel Capital Management, Inc.
NEW
Shares7,688
Change+7,688
Value$1.3M
Filed 2026-11-04
Integris Wealth Management, LLC
NEW
Shares7,647
Change+7,647
Value$1.2M
Filed 2026-10-14
Sloy Dahl & Holst, LLC
NEW
Shares7,597
Change+7,597
Value$1.2M
Filed 2026-10-14
Amplius Wealth Advisors, LLC
INCREASED
Shares7,575 from 6,453
Change+1,122 (+17%)
Value$1.2M (+$350.6K)
Filed 2026-10-20
Cogent Private Wealth, Inc.
NEW
Shares7,565
Change+7,565
Value$1.2M
Filed 2026-11-06
RW Investment Management LLC
NEW
Shares7,563
Change+7,563
Value$1.2M
Filed 2026-11-03
Sard Wealth Management Group, LLC
NEW
Shares7,536
Change+7,536
Value$1.2M
Filed 2026-10-16
TritonPoint Partners, LLC
NEW
Shares7,536
Change+7,536
Value$1.2M
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED
Shares7,535 from 7,574
Change-39 (-1%)
Value$1.2M (+$190.7K)
Filed 2026-11-04
Collaborative Fund Advisors, LLC
NEW
Shares7,531
Change+7,531
Value$1.2M
Filed 2026-11-02
KOM Wealth Management Group, LLC
NEW
Shares7,531
Change+7,531
Value$1.2M
Filed 2026-10-15
Treasure Coast Financial Planning
NEW
Shares7,528
Change+7,528
Value$1.2M
Filed 2026-11-03
WealthPoint Financial, LLC
NEW
Shares7,522
Change+7,522
Value$1.2M
Filed 2026-11-03
New England Professional Planning Group Inc.
NEW
Shares7,519
Change+7,519
Value$1.2M
Filed 2026-10-29
Ariston Services Group
NEW
Shares7,513
Change+7,513
Value$1.2M
Filed 2026-10-16
Cordatus Wealth Management LLC
NEW
Shares7,513
Change+7,513
Value$1.2M
Filed 2026-10-19
Trifecta Capital Advisors, LLC
NEW
Shares7,506
Change+7,506
Value$1.2M
Filed 2026-10-21
Regatta Capital Group, LLC
NEW
Shares7,498
Change+7,498
Value$1.2M
Filed 2026-10-23
North Point Portfolio Managers Corp
INCREASED
Shares7,497 from 7,301
Change+196 (+3%)
Value$1.2M (+$221.9K)
Filed 2026-10-07
Eagle Rock Investment Company, LLC
NEW
Shares7,485
Change+7,485
Value$1.2M
Filed 2026-10-21
August Group Capital Ltd
NEW
Shares7,479
Change+7,479
Value$1.2M
Filed 2026-10-14
Schorn Wealth LLC
INCREASED
Shares7,464 from 7,461
Change+3 (+0%)
Value$1.2M (+$194.7K)
Filed 2026-10-14
Ables, Iannone, Moore & Associates, Inc.
NEW
Shares7,459
Change+7,459
Value$1.2M
Filed 2026-10-06
Gibraltar Capital Management, Inc.
NEW
Shares7,459
Change+7,459
Value$1.2M
Filed 2026-10-27
V-Square Quantitative Management LLC
NEW
Shares7,452
Change+7,452
Value$1.2M
Filed 2026-10-15
Cardinal Point Capital Management ULC
NEW
Shares7,451
Change+7,451
Value$1.2M
Filed 2026-10-21
Private Wealth Partners, LLC
NEW
Shares7,439
Change+7,439
Value$1.2M
Filed 2026-10-22
Garde Capital, Inc.
NEW
Shares7,434
Change+7,434
Value$1.2M
Filed 2026-10-29
Acima Private Wealth, LLC
NEW
Shares7,423
Change+7,423
Value$1.2M
Filed 2026-10-05
Legacy Advisors, LLC
NEW
Shares7,415
Change+7,415
Value$1.2M
Filed 2026-10-19
Viewpoint Capital Management LLC
NEW
Shares7,402
Change+7,402
Value$1.2M
Filed 2026-10-27
Zullo Investment Group, Inc.
NEW
Shares7,399
Change+7,399
Value$1.2M
Filed 2026-10-20
Sage Rhino Capital LLC
NEW
Shares7,389
Change+7,389
Value$1.2M
Filed 2026-10-28
ADE, LLC
NEW
Shares7,386
Change+7,386
Value$1.2M
Filed 2026-10-29
Rudd Co d/b/a Styre Wealth
NEW
Shares7,380
Change+7,380
Value$1.3M
Filed 2026-10-29
Raleigh Capital Management Inc.
NEW
Shares7,353
Change+7,353
Value$1.2M
Filed 2026-10-28
Argyle Capital Partners, LLC
NEW
Shares7,345
Change+7,345
Value$1.2M
Filed 2026-10-23
Sage Capital Management, LLC
NEW
Shares7,342
Change+7,342
Value$1.2M
Filed 2026-10-20
Manchester Financial Inc
NEW
Shares7,335
Change+7,335
Value$1.2M
Filed 2026-10-15
Sage Investment Counsel LLC
NEW
Shares7,310
Change+7,310
Value$1.2M
Filed 2026-10-26
Southern Capital Services Inc
NEW
Shares7,300
Change+7,300
Value$1.2M
Filed 2026-10-19
Weil Company, Inc.
NEW
Shares7,284
Change+7,284
Value$1.2M
Filed 2026-10-14
Ejmk Ventures LLC
NEW
Shares7,279
Change+7,279
Value$1.2M
Filed 2026-10-21
Accel Wealth Management
NEW
Shares7,270
Change+7,270
Value$1.2M
Filed 2026-10-13
Paulson Wealth Management Inc.
NEW
Shares7,253
Change+7,253
Value$1.2M
Filed 2026-11-02
Cambridge Advisors Inc.
NEW
Shares7,232
Change+7,232
Value$1.2M
Filed 2026-10-19
Patrick M Sweeney & Associates, Inc
NEW
Shares7,224
Change+7,224
Value$1.2M
Filed 2026-10-22
Eagle Bluffs Wealth Management LLC
NEW
Shares7,218
Change+7,218
Value$1.2M
Filed 2026-10-20
Taylor Financial Group, Inc.
NEW
Shares7,211
Change+7,211
Value$1.2M
Filed 2026-11-02
Successful Portfolios LLC
NEW
Shares7,209
Change+7,209
Value$1.2M
Filed 2026-10-09
Townsend Asset Management Corp
NEW
Shares7,208
Change+7,208
Value$1.2M
Filed 2026-10-29
Wellington Grp LLC
NEW
Shares7,187
Change+7,187
Value$1.2M
Filed 2026-11-06
Carderock Capital Management Inc
NEW
Shares7,183
Change+7,183
Value$1.2M
Filed 2026-10-22
Thayer Partners, LLC / MA
NEW
Shares7,179
Change+7,179
Value$1.2M
Filed 2026-11-06
Approach Retirement Advisors, LLC
NEW
Shares7,171
Change+7,171
Value$1.2M
Filed 2026-10-22
Lincoln Capital LLC
NEW
Shares7,135
Change+7,135
Value$1.2M
Filed 2026-10-09
Caitong International Asset Management Co., Ltd
NEW
Shares7,129
Change+7,129
Value$1.2M
Filed 2026-10-29
MBM Wealth Consultants, LLC
NEW
Shares7,101
Change+7,101
Value$1.2M
Filed 2026-10-20
Granville Capital, Inc.
NEW
Shares7,099
Change+7,099
Value$1.2M
Filed 2026-11-05
AFG Fiduciary Services Limited Partnership
NEW
Shares7,096
Change+7,096
Value$1.2M
Filed 2026-10-21
Opal Wealth Advisors, LLC
NEW
Shares7,092
Change+7,092
Value$1.2M
Filed 2026-10-16
Cahaba Wealth Management, Inc.
NEW
Shares7,075
Change+7,075
Value$1.2M
Filed 2026-10-26
Penn Davis Mcfarland Inc
NEW
Shares7,063
Change+7,063
Value$1.1M
Filed 2026-10-23
Broadway Wealth Solutions, Inc.
NEW
Shares7,039
Change+7,039
Value$1.1M
Filed 2026-10-21
Alhambra Investment Management LLC
NEW
Shares7,032
Change+7,032
Value$1.1M
Filed 2026-10-15
Spartan Planning & Wealth Management
NEW
Shares7,002
Change+7,002
Value$1.1M
Filed 2026-10-13
Old Peak Finance LLC
NEW
Shares6,999
Change+6,999
Value$1.1M
Filed 2026-11-02
Black Diamond Financial, LLC
NEW
Shares6,931
Change+6,931
Value$1.1M
Filed 2026-10-26
Crown Wealth Group, LLC
NEW
Shares6,919
Change+6,919
Value$1.1M
Filed 2026-10-19
Vista Capital Partners, Inc.
INCREASED
Shares6,898 from 6,760
Change+138 (+2%)
Value$1.1M (+$198.5K)
Filed 2026-11-06
InTrack Investment Management Inc
NEW
Shares6,896
Change+6,896
Value$1.1M
Filed 2026-10-15
Legacy Wealth Asset Management, LLC
NEW
Shares6,893
Change+6,893
Value$1.1M
Filed 2026-10-09
Arbor Investment Advisors, LLC
INCREASED
Shares6,892 from 6,748
Change+144 (+2%)
Value$1.1M (+$199.1K)
Filed 2026-10-26
Mullaney, Keating & Wright, Inc.
NEW
Shares6,880
Change+6,880
Value$1.1M
Filed 2026-10-19
Form Wealth Advisors, LLC
NEW
Shares6,877
Change+6,877
Value$1.1M
Filed 2026-10-13
Provident Living Financial Services, Inc.
DECREASED
Shares6,873 from 7,827
Change-954 (-12%)
Value$1.3M (+$216.9K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
NEW
Shares6,866
Change+6,866
Value$1.1M
Filed 2026-10-21
Verum Partners LLC
NEW
Shares6,855
Change+6,855
Value$1.1M
Filed 2026-10-21
Summa Corp.
NEW
Shares6,850
Change+6,850
Value$1.1M
Filed 2026-10-30
Security Financial Services, Inc.
NEW
Shares6,850
Change+6,850
Value$1.1M
Filed 2026-10-29
Gratus Wealth Advisors, LLC
NEW
Shares6,846
Change+6,846
Value$1.1M
Filed 2026-10-26
Berman McAleer LLC
NEW
Shares6,839
Change+6,839
Value$1.1M
Filed 2026-10-16
Windsor Capital Management, LLC
NEW
Shares6,835
Change+6,835
Value$1.1M
Filed 2026-10-13
Birchbrook, Inc.
NEW
Shares6,829
Change+6,829
Value$1.1M
Filed 2026-10-14
Kellett Wealth Advisors, LLC
NEW
Shares6,829
Change+6,829
Value$1.1M
Filed 2026-10-15
Collaborative Capital Advisors LLC
NEW
Shares6,821
Change+6,821
Value$1.1M
Filed 2026-11-06
Carroll Advisory Group, LLC
NEW
Shares6,813
Change+6,813
Value$1.1M
Filed 2026-10-16
Floyd Financial Group LLC
NEW
Shares6,793
Change+6,793
Value$1.2M
Filed 2026-10-28
Miller Global Investments, LLC
NEW
Shares6,786
Change+6,786
Value$1.1M
Filed 2026-10-02
Walled Lake Planning & Wealth Management, LLC
NEW
Shares6,781
Change+6,781
Value$1.1M
Filed 2026-10-29
Atticus Wealth Management, LLC
NEW
Shares6,772
Change+6,772
Value$1.1M
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
NEW
Shares6,763
Change+6,763
Value$1.1M
Filed 2026-10-16
RVW Wealth, LLC
NEW
Shares6,759
Change+6,759
Value$1.1M
Filed 2026-10-06
Connecticut Capital Management Group, LLC
NEW
Shares6,758
Change+6,758
Value$1.1M
Filed 2026-10-29
David J Yvars Group
NEW
Shares6,745
Change+6,745
Value$1.1M
Filed 2026-10-09
Braeburn Wealth Management LLC
NEW
Shares6,740
Change+6,740
Value$1.1M
Filed 2026-10-15
Verity Asset Management, Inc.
NEW
Shares6,736
Change+6,736
Value$1.1M
Filed 2026-10-30
Garner Asset Management Corp
NEW
Shares6,736
Change+6,736
Value$1.2M
Filed 2026-10-30
Noesis Capital Mangement Corp
NEW
Shares6,715
Change+6,715
Value$1.1M
Filed 2026-10-26
Veracity Capital LLC
NEW
Shares6,688
Change+6,688
Value$1.1M
Filed 2026-10-08
Magnolia Capital Management LTD
NEW
Shares6,677
Change+6,677
Value$1.1M
Filed 2026-10-09
Optivise Advisory Services LLC
NEW
Shares6,675
Change+6,675
Value$1.1M
Filed 2026-10-19
Constitution Capital LLC
NEW
Shares6,675
Change+6,675
Value$1.1M
Filed 2026-10-23
Tcfg Investment Advisors, LLC
NEW
Shares6,669
Change+6,669
Value$1.1M
Filed 2026-10-20
S.A. Mason LLC
INCREASED
Shares6,663 from 6,659
Change+4 (+0%)
Value$1.1M (+$174.0K)
Filed 2026-10-13
Armstrong Henry H Associates Inc
NEW
Shares6,657
Change+6,657
Value$1.1M
Filed 2026-10-07
Baron Financial Group, LLC
NEW
Shares6,645
Change+6,645
Value$1.1M
Filed 2026-10-09
Acorn Wealth Advisors, LLC
NEW
Shares6,629
Change+6,629
Value$1.1M
Filed 2026-10-19
Ameliora Wealth Management Ltd.
NEW
Shares6,621
Change+6,621
Value$1.1M
Filed 2026-10-23
Cooper S Advisors, LLC
NEW
Shares6,607
Change+6,607
Value$1.1M
Filed 2026-11-03
Cannon Financial Strategists, Inc.
NEW
Shares6,591
Change+6,591
Value$1.1M
Filed 2026-10-19
Falcon Wealth Planning
NEW
Shares6,589
Change+6,589
Value$1.1M
Filed 2026-11-06
Bedminster, LLC
NEW
Shares6,547
Change+6,547
Value$1.1M
Filed 2026-11-04
MB, Levis & Associates, LLC
NEW
Shares6,542
Change+6,542
Value$1.1M
Filed 2026-10-16
Well Done, LLC
NEW
Shares6,507
Change+6,507
Value$1.1M
Filed 2026-10-20
Insight Advisors, LLC/ PA
NEW
Shares6,506
Change+6,506
Value$1.1M
Filed 2026-10-22
Arkfeld Wealth Strategies, L.L.C.
NEW
Shares6,503
Change+6,503
Value$1.1M
Filed 2026-10-19
Grace & White Inc
NEW
Shares6,482
Change+6,482
Value$1.1M
Filed 2026-10-23
Wright Wealth LLC
NEW
Shares6,481
Change+6,481
Value$1.1M
Filed 2026-10-29
Flagstone Financial Management
NEW
Shares6,480
Change+6,480
Value$1.1M
Filed 2026-11-05
Journey Retirement Planning & Investment Management LLC
NEW
Shares6,478
Change+6,478
Value$1.1M
Filed 2026-10-09
LifePlan Financial, LLC
NEW
Shares6,473
Change+6,473
Value$1.1M
Filed 2026-10-13
Investment Partners Asset Management, Inc.
NEW
Shares6,466
Change+6,466
Value$1.1M
Filed 2026-10-09
Tsfg, LLC
NEW
Shares6,461
Change+6,461
Value$1.1M
Filed 2026-10-23
Stonebridge Financial Planning Group, LLC
NEW
Shares6,432
Change+6,432
Value$1.0M
Filed 2026-11-06
LifeGuide Financial Advisors, LLC
NEW
Shares6,432
Change+6,432
Value$1.0M
Filed 2026-10-20
DWR Wealth Management, LLC
NEW
Shares6,421
Change+6,421
Value$1.0M
Filed 2026-10-13
Centerpoint Advisors, LLC
NEW
Shares6,408
Change+6,408
Value$1.0M
Filed 2026-11-05
Lighthouse Financial LLC
NEW
Shares6,404
Change+6,404
Value$1.0M
Filed 2026-10-23
MBE Wealth Management, LLC
NEW
Shares6,403
Change+6,403
Value$1.0M
Filed 2026-10-26
Schaeffer Financial LLC
NEW
Shares6,383
Change+6,383
Value$1.0M
Filed 2026-10-23
Nabity-Jensen Investment Management Inc
NEW
Shares6,379
Change+6,379
Value$1.0M
Filed 2026-10-23
C2c Wealth Management, LLC
NEW
Shares6,374
Change+6,374
Value$1.0M
Filed 2026-10-20
Powell Investment Advisors, LLC
NEW
Shares6,360
Change+6,360
Value$1.0M
Filed 2026-10-22
Bourne Lent Asset Management Inc
NEW
Shares6,321
Change+6,321
Value$1.0M
Filed 2026-11-05
Entrewealth, LLC
NEW
Shares6,318
Change+6,318
Value$1.0M
Filed 2026-10-14
IVC Wealth Advisors LLC
NEW
Shares6,316
Change+6,316
Value$1.0M
Filed 2026-10-23
Finward Bancorp
NEW
Shares6,314
Change+6,314
Value$1.0M
Filed 2026-10-14
ERn Financial, LLC
NEW
Shares6,295
Change+6,295
Value$1.0M
Filed 2026-10-28
Salomon & Ludwin, LLC
NEW
Shares6,280
Change+6,280
Value$1.0M
Filed 2026-10-29
Greg Jennings, LLC
NEW
Shares6,278
Change+6,278
Value$1.0M
Filed 2026-10-19
Corps Capital Advisors, LLC
NEW
Shares6,275
Change+6,275
Value$1.0M
Filed 2026-11-05
CWC Advisors, Llc.
NEW
Shares6,274
Change+6,274
Value$1.0M
Filed 2026-10-15
Signature Resources Capital Management, LLC
NEW
Shares6,273
Change+6,273
Value$1.0M
Filed 2026-10-16
West Wealth Group, LLC
NEW
Shares6,264
Change+6,264
Value$1.0M
Filed 2026-10-14
SFG Wealth Management, Llc.
NEW
Shares6,253
Change+6,253
Value$1.0M
Filed 2026-10-23
Smithbridge Asset Management Inc
NEW
Shares6,250
Change+6,250
Value$1.0M
Filed 2026-10-19
waypoint wealth counsel
NEW
Shares6,249
Change+6,249
Value$1.0M
Filed 2026-10-22
Rochester Wealth Strategies, LLC
NEW
Shares6,242
Change+6,242
Value$1.0M
Filed 2026-11-03
Dickmeyer Boyce Financial Management, Inc.
NEW
Shares6,235
Change+6,235
Value$1.0M
Filed 2026-10-08
Beacon Capital Management, LLC
NEW
Shares6,235
Change+6,235
Value$1.0M
Filed 2026-10-23
Voisard Asset Management Group, Inc.
NEW
Shares6,229
Change+6,229
Value$1.0M
Filed 2026-10-13
Armor Investment Advisors, LLC
NEW
Shares6,221
Change+6,221
Value$1.0M
Filed 2026-10-27
WMG Financial Advisors, LLC
NEW
Shares6,204
Change+6,204
Value$848.2K
Filed 2026-10-28
Canopy Partners, LLC
NEW
Shares6,181
Change+6,181
Value$1.0M
Filed 2026-10-28
Peak Wealth Management LLC
NEW
Shares6,181
Change+6,181
Value$1.1M
Filed 2026-10-26
HBW Advisory Services LLC
NEW
Shares6,178
Change+6,178
Value$1.0M
Filed 2026-10-15
Inspirion Wealth Advisors, LLC
NEW
Shares6,168
Change+6,168
Value$1.0M
Filed 2026-10-09
Hartline Investment Corp/
DECREASED
Shares6,162 from 6,235
Change-73 (-1%)
Value$1.0M (+$150.4K)
Filed 2026-10-29
Southern Capital Advisors, LLC
NEW
Shares6,141
Change+6,141
Value$999.4K
Filed 2026-10-26
B.A. Schrock Wealth Management, Inc.
NEW
Shares6,137
Change+6,137
Value$1.0M
Filed 2026-10-15
Tortuga Wealth Management, Inc
NEW
Shares6,135
Change+6,135
Value$998.6K
Filed 2026-10-27
Woodley Farra Manion Portfolio Management Inc
NEW
Shares6,096
Change+6,096
Value$992.2K
Filed 2026-11-05
Foster Dykema Cabot & Partners, LLC
NEW
Shares6,089
Change+6,089
Value$991.0K
Filed 2026-10-30
Marion Wealth Management
NEW
Shares6,078
Change+6,078
Value$989.2K
Filed 2026-10-22
Financial Management Network Inc
NEW
Shares6,068
Change+6,068
Value$995.2K
Filed 2026-10-09
Sound Portfolio Advisors, LLC
NEW
Shares6,063
Change+6,063
Value$986.8K
Filed 2026-11-05
Gables Capital Management Inc.
NEW
Shares6,063
Change+6,063
Value$986.8K
Filed 2026-11-04
6th Street Advisors, LLC
NEW
Shares6,058
Change+6,058
Value$985.9K
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
NEW
Shares6,057
Change+6,057
Value$985.8K
Filed 2026-10-23
Zinnia Wealth Advisory, LLC
NEW
Shares6,055
Change+6,055
Value$985.5K
Filed 2026-11-06
RM Financial Services, LLC
NEW
Shares6,043
Change+6,043
Value$983.5K
Filed 2026-11-03
AdviceOne Advisory Services, LLC
NEW
Shares6,020
Change+6,020
Value$979.8K
Filed 2026-10-19
Abbington Investment Group
NEW
Shares6,017
Change+6,017
Value$979.2K
Filed 2026-11-03
GSG Advisors LLC
NEW
Shares5,997
Change+5,997
Value$976.1K
Filed 2026-11-03
Oakmont Investment Advisors, Inc.
NEW
Shares5,942
Change+5,942
Value$966.9K
Filed 2026-10-21
Redwood Financial Network Corp
NEW
Shares5,939
Change+5,939
Value$966.6K
Filed 2026-11-03
Convergence Financial, LLC
NEW
Shares5,938
Change+5,938
Value$966.5K
Filed 2026-10-27
Kelly Financial Services LLC
NEW
Shares5,928
Change+5,928
Value$964.7K
Filed 2026-10-20
Tarbox Family Office, Inc.
NEW
Shares5,919
Change+5,919
Value$963.3K
Filed 2026-10-23
Copeland Capital Management, LLC
NEW
Shares5,915
Change+5,915
Value$962.7K
Filed 2026-10-13
Landaas & Co
NEW
Shares5,876
Change+5,876
Value$956.3K
Filed 2026-10-29
Hoge Financial Services, LLC
NEW
Shares5,874
Change+5,874
Value$955.9K
Filed 2026-11-05
PFC Capital Group, Inc.
NEW
Shares5,872
Change+5,872
Value$955.7K
Filed 2026-11-06
Bond & Devick Financial Network, Inc.
NEW
Shares5,859
Change+5,859
Value$953.6K
Filed 2026-10-23
GS Investments, Inc.
NEW
Shares5,849
Change+5,849
Value$951.9K
Filed 2026-11-05
Addison Advisors LLC
NEW
Shares5,833
Change+5,833
Value$949.3K
Filed 2026-11-06
Mechanics Financial Corp
NEW
Shares5,828
Change+5,828
Value$948.5K
Filed 2026-11-05
Ashurst Perkins Coie Trust Co
NEW
Shares5,811
Change+5,811
Value$945.7K
Filed 2026-10-15
Blue Fin Capital, Inc.
NEW
Shares5,804
Change+5,804
Value$944.6K
Filed 2026-10-28
Nexus Investment Management ULC
NEW
Shares5,794
Change+5,794
Value$943.0K
Filed 2026-10-27
LVZ, Inc.
NEW
Shares5,781
Change+5,781
Value$940.9K
Filed 2026-10-20
RS Crum Inc.
NEW
Shares5,770
Change+5,770
Value$939.0K
Filed 2026-10-19
Westside Investment Management, Inc.
NEW
Shares5,767
Change+5,767
Value$941.2K
Filed 2026-11-02
Pullen Investment Management, LLC
NEW
Shares5,760
Change+5,760
Value$937.4K
Filed 2026-10-23
Appalachian Capital Management Ltd
NEW
Shares5,747
Change+5,747
Value$935.3K
Filed 2026-10-14
Financial Partners Group, Inc
NEW
Shares5,745
Change+5,745
Value$934.9K
Filed 2026-10-19
Intelligence Driven Advisers, LLC
NEW
Shares5,739
Change+5,739
Value$934.0K
Filed 2026-10-09
Boyce & Associates Wealth Consulting, Inc.
NEW
Shares5,730
Change+5,730
Value$932.6K
Filed 2026-10-14
Momentous Wealth Management, Inc.
NEW
Shares5,721
Change+5,721
Value$931.1K
Filed 2026-10-21
Atwater Malick LLC
NEW
Shares5,721
Change+5,721
Value$931.1K
Filed 2026-10-15
Chapin Davis, Inc.
NEW
Shares5,717
Change+5,717
Value$930.4K
Filed 2026-10-09
Payden & Rygel
NEW
Shares5,700
Change+5,700
Value$928.0K
Filed 2026-10-28
Institute for Wealth Management, Llc.
NEW
Shares5,699
Change+5,699
Value$927.6K
Filed 2026-11-06
Basso Capital Management, L.P.
NEW
Shares5,699
Change+5,699
Value$927.5K
Filed 2026-10-30
Central Valley Advisors, LLC
NEW
Shares5,689
Change+5,689
Value$925.9K
Filed 2026-10-27
Wilkins Miller Wealth Management, LLC
NEW
Shares5,677
Change+5,677
Value$923.9K
Filed 2026-10-13
Tributary Capital Management, LLC
UNCHANGED
Shares5,675 from 5,675
Change0 (0%)
Value$923.6K (+$147.7K)
Filed 2026-10-28
Narus Financial Partners, LLC
NEW
Shares5,674
Change+5,674
Value$923.4K
Filed 2026-10-19
Peachtree Investment Partners, LLC
NEW
Shares5,642
Change+5,642
Value$918.3K
Filed 2026-11-05
Commons Capital, LLC
NEW
Shares5,641
Change+5,641
Value$918.1K
Filed 2026-11-05
Victrix Investment Advisors
NEW
Shares5,629
Change+5,629
Value$916.1K
Filed 2026-10-13
Wetzel Investment Advisors, Inc.
NEW
Shares5,627
Change+5,627
Value$915.8K
Filed 2026-10-13
Towerpoint Wealth, LLC
NEW
Shares5,614
Change+5,614
Value$913.8K
Filed 2026-10-13
Defined Wealth Management, LLC
NEW
Shares5,605
Change+5,605
Value$912.2K
Filed 2026-10-19
Pavion Blue Capital, LLC
NEW
Shares5,590
Change+5,590
Value$909.8K
Filed 2026-11-05
Opinicus Capital, Inc.
NEW
Shares5,582
Change+5,582
Value$908.5K
Filed 2026-10-28
Barry Investment Advisors, LLC
NEW
Shares5,576
Change+5,576
Value$907.5K
Filed 2026-10-14
Manchester Capital Management LLC
NEW
Shares5,536
Change+5,536
Value$901.0K
Filed 2026-10-22
BankPlus Wealth Management LLC
NEW
Shares5,527
Change+5,527
Value$900.2K
Filed 2026-10-13
Arta Finance Wealth Management LLC
NEW
Shares5,524
Change+5,524
Value$899.0K
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares5,520
Change+5,520
Value$898.4K
Filed 2026-10-27
Lord & Richards Wealth Management, LLC
NEW
Shares5,499
Change+5,499
Value$895.0K
Filed 2026-10-14
Warburton Capital Management, LLC
NEW
Shares5,499
Change+5,499
Value$975.9K
Filed 2026-11-06
SLT Holdings LLC
NEW
Shares5,494
Change+5,494
Value$894.1K
Filed 2026-10-15
Merkkuri Wealth Advisors LLC
NEW
Shares5,493
Change+5,493
Value$894.1K
Filed 2026-11-03
Oarsman Capital, Inc.
DECREASED
Shares5,491 from 5,549
Change-58 (-1%)
Value$893.7K (+$135.1K)
Filed 2026-11-05
AA Financial Advisors, LLC
NEW
Shares5,490
Change+5,490
Value$893.6K
Filed 2026-10-19
BlueSky Wealth Advisors, LLC
NEW
Shares5,484
Change+5,484
Value$892.5K
Filed 2026-10-29
Austin Asset Management Co Inc
NEW
Shares5,461
Change+5,461
Value$888.8K
Filed 2026-10-29
Decker Wealth Management LLC
NEW
Shares5,438
Change+5,438
Value$885.0K
Filed 2026-10-09
Pacific Center for Financial Services
NEW
Shares5,436
Change+5,436
Value$884.8K
Filed 2026-10-15
Carnegie Lake Advisors LLC
NEW
Shares5,433
Change+5,433
Value$884.2K
Filed 2026-11-06
TSG Advice Partners, LLC
NEW
Shares5,413
Change+5,413
Value$740.0K
Filed 2026-10-29
Bay Capital Advisors, LLC
NEW
Shares5,377
Change+5,377
Value$875.1K
Filed 2026-10-16
Nordwand Advisors, LLC
NEW
Shares5,354
Change+5,354
Value$871.4K
Filed 2026-11-05
Synergy Asset Management, LLC
NEW
Shares5,349
Change+5,349
Value$870.6K
Filed 2026-11-05
Rockport Wealth LLC
NEW
Shares5,342
Change+5,342
Value$869.4K
Filed 2026-11-03
Good Harbor Advisors, Inc.
NEW
Shares5,342
Change+5,342
Value$869.4K
Filed 2026-10-20
Centennial Advisors, LLC
NEW
Shares5,341
Change+5,341
Value$869.2K
Filed 2026-10-21
Roth Financial Partners LLC
NEW
Shares5,331
Change+5,331
Value$867.6K
Filed 2026-10-06
Mcrae Capital Management Inc
NEW
Shares5,315
Change+5,315
Value$865.2K
Filed 2026-10-15
Western Financial Corp
NEW
Shares5,300
Change+5,300
Value$862.6K
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares5,298 from 5,283
Change+15 (+0%)
Value$862.2K (+$140.0K)
Filed 2026-10-02
MRA Advisory Group
NEW
Shares5,290
Change+5,290
Value$860.9K
Filed 2026-10-07
Wernau Asset Management Inc.
NEW
Shares5,289
Change+5,289
Value$860.8K
Filed 2026-10-19
Evolution Advisers, Inc.
NEW
Shares5,283
Change+5,283
Value$924.5K
Filed 2026-11-06
Weybosset Research & Management LLC
NEW
Shares5,282
Change+5,282
Value$859.6K
Filed 2026-10-19
Mallini Complete Financial Planning LLC
INCREASED
Shares5,266 from 2,015
Change+3,251 (+161%)
Value$857.1K (+$581.5K)
Filed 2026-10-06
Diesslin Group, Inc.
NEW
Shares5,246
Change+5,246
Value$853.8K
Filed 2026-10-14
North Forty Two & Co.
NEW
Shares5,245
Change+5,245
Value$853.6K
Filed 2026-10-19
Guilbault Capital LLC
NEW
Shares5,238
Change+5,238
Value$852.5K
Filed 2026-10-28
Unified Investment Management
NEW
Shares5,237
Change+5,237
Value$852.3K
Filed 2026-10-14
O'Brien Greene & Co. Inc
NEW
Shares5,229
Change+5,229
Value$851.0K
Filed 2026-11-05
CapWealth Advisors, LLC
INCREASED
Shares5,219 from 3,869
Change+1,350 (+35%)
Value$849.4K (+$320.4K)
Filed 2026-10-05
Joseph P. Lucia & Associates, LLC
NEW
Shares5,212
Change+5,212
Value$848.2K
Filed 2026-10-30
Horst & Graben Wealth Management LLC
NEW
Shares5,208
Change+5,208
Value$847.6K
Filed 2026-11-02
Canvas Wealth Advisors, LLC
NEW
Shares5,181
Change+5,181
Value$949.6K
Filed 2026-11-02
IronOak Wealth Llc.
NEW
Shares5,181
Change+5,181
Value$843.3K
Filed 2026-11-06
Investment Planning Advisors, Inc.
NEW
Shares5,178
Change+5,178
Value$842.7K
Filed 2026-10-14
Sierra Summit Advisors LLC
NEW
Shares5,175
Change+5,175
Value$842.2K
Filed 2026-10-28
BXM Wealth LLC
NEW
Shares5,167
Change+5,167
Value$840.9K
Filed 2026-11-03
Austin Wealth Management, LLC
NEW
Shares5,155
Change+5,155
Value$868.7K
Filed 2026-11-06
Jessup Wealth Management, Inc
NEW
Shares5,151
Change+5,151
Value$838.3K
Filed 2026-10-20
Lazard Freres Gestion S.A.S.
NEW
Shares5,150
Change+5,150
Value$838.0K
Filed 2026-11-03
Flynn Zito Capital Management, LLC
NEW
Shares5,146
Change+5,146
Value$837.4K
Filed 2026-11-04
Samalin Investment Counsel, LLC
NEW
Shares5,122
Change+5,122
Value$833.7K
Filed 2026-10-23
Macroview Investment Management LLC
NEW
Shares5,120
Change+5,120
Value$833.3K
Filed 2026-10-26
Creative Capital Management Investments LLC
INCREASED
Shares5,112 from 4,930
Change+182 (+4%)
Value$832.0K (+$157.9K)
Filed 2026-10-28
Avaii Wealth Management, LLC
NEW
Shares5,110
Change+5,110
Value$838.1K
Filed 2026-10-09
Karras Company, Inc.
NEW
Shares5,100
Change+5,100
Value$830.0K
Filed 2026-10-16
Heritage Investment Group, Inc.
NEW
Shares5,088
Change+5,088
Value$828.1K
Filed 2026-11-03
Tortoise Investment Management, LLC
NEW
Shares5,083
Change+5,083
Value$827.2K
Filed 2026-11-06
Holos Integrated Wealth LLC
INCREASED
Shares5,081 from 4,632
Change+449 (+10%)
Value$905.8K (+$249.5K)
Filed 2026-10-23
Private Wealth Management Group, LLC
NEW
Shares5,069
Change+5,069
Value$825.0K
Filed 2026-10-19
Tennessee Valley Asset Management Partners
NEW
Shares5,056
Change+5,056
Value$822.9K
Filed 2026-11-03
MFA Wealth Services
NEW
Shares5,047
Change+5,047
Value$821.3K
Filed 2026-10-14
Purkiss Capital Advisors LLC
NEW
Shares5,042
Change+5,042
Value$820.6K
Filed 2026-11-06
Burton Enright Welch
NEW
Shares5,021
Change+5,021
Value$817.1K
Filed 2026-11-04
Blackston Financial Advisory Group, LLC
NEW
Shares5,017
Change+5,017
Value$816.5K
Filed 2026-11-04
Quantum Financial Partners LLC
NEW
Shares5,014
Change+5,014
Value$816.1K
Filed 2026-10-19
Sather Financial Group Inc
NEW
Shares5,014
Change+5,014
Value$816.1K
Filed 2026-10-30
Jackson Square Capital, LLC
NEW
Shares5,014
Change+5,014
Value$816.0K
Filed 2026-10-19
MW Advisory, LLC
NEW
Shares5,013
Change+5,013
Value$815.9K
Filed 2026-10-19
Attessa Capital LLC
NEW
Shares5,012
Change+5,012
Value$815.7K
Filed 2026-10-09
Goldstein Advisors, LLC
NEW
Shares5,002
Change+5,002
Value$814.1K
Filed 2026-10-15
Gruss & Co., LLC
NEW
Shares5,000
Change+5,000
Value$813.8K
Filed 2026-11-02
RDA Financial Network
NEW
Shares4,988
Change+4,988
Value$811.8K
Filed 2026-10-15
Cornerstone Planning, LLC
NEW
Shares4,987
Change+4,987
Value$811.6K
Filed 2026-10-27
Kooman & Associates
NEW
Shares4,967
Change+4,967
Value$808.4K
Filed 2026-10-21
Pettinga Financial Advisors LLC
NEW
Shares4,931
Change+4,931
Value$802.5K
Filed 2026-10-13
Bestgate Wealth Advisors, LLC
NEW
Shares4,918
Change+4,918
Value$800.4K
Filed 2026-10-13
Peck Wealth Management, LLC
NEW
Shares4,916
Change+4,916
Value$800.1K
Filed 2026-10-29
Clear Wave Wealth Management LLC
NEW
Shares4,910
Change+4,910
Value$799.1K
Filed 2026-11-04
Holland Advisory Services, Inc.
NEW
Shares4,908
Change+4,908
Value$798.8K
Filed 2026-10-26
Tandem Investment Partners LLC
NEW
Shares4,907
Change+4,907
Value$798.6K
Filed 2026-10-16
Fiera Capital Corp
NEW
Shares4,905
Change+4,905
Value$798.3K
Filed 2026-11-06
Demars Financial Group, LLC
NEW
Shares4,899
Change+4,899
Value$797.4K
Filed 2026-10-22
Decision Investments, Inc
NEW
Shares4,893
Change+4,893
Value$796.4K
Filed 2026-10-07
Fearless Solutions, LLC dba Best Invest
NEW
Shares4,893
Change+4,893
Value$796.3K
Filed 2026-10-14
Sageworth Trust Co of South Dakota
NEW
Shares4,888
Change+4,888
Value$795.5K
Filed 2026-10-30
TSA Wealth Managment LLC
NEW
Shares4,875
Change+4,875
Value$793.4K
Filed 2026-10-22
Fee-Only Financial Planning, L.C.
NEW
Shares4,872
Change+4,872
Value$792.9K
Filed 2026-10-23
Elevated Private Wealth, LLC
NEW
Shares4,869
Change+4,869
Value$792.4K
Filed 2026-10-15
Firethorn Wealth Partners, LLC
NEW
Shares4,855
Change+4,855
Value$790.1K
Filed 2026-10-14
Elmwood Wealth Management, Inc.
NEW
Shares4,852
Change+4,852
Value$789.7K
Filed 2026-10-14
Ipsen Advisor Group LLC
NEW
Shares4,851
Change+4,851
Value$789.5K
Filed 2026-10-29
Long Road Investment Counsel, LLC
NEW
Shares4,849
Change+4,849
Value$789.2K
Filed 2026-11-04
McLean Asset Management Corp
NEW
Shares4,839
Change+4,839
Value$799.9K
Filed 2026-11-06
Gilbert Capital Group, Inc.
NEW
Shares4,835
Change+4,835
Value$786.9K
Filed 2026-10-28
Windmill Hill Asset Management Ltd
NEW
Shares4,811
Change+4,811
Value$783.0K
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
NEW
Shares4,793
Change+4,793
Value$780.1K
Filed 2026-10-22
Belleair Asset Management, LLC
NEW
Shares4,789
Change+4,789
Value$779.4K
Filed 2026-11-03
Kozak & Associates, Inc.
NEW
Shares4,788
Change+4,788
Value$871.5K
Filed 2026-10-29
Oakwell Private Wealth Management, LLC
NEW
Shares4,771
Change+4,771
Value$776.5K
Filed 2026-11-06
Gallagher Capital Advisors, LLC
NEW
Shares4,771
Change+4,771
Value$776.5K
Filed 2026-10-09
William B. Walkup & Associates, Inc.
NEW
Shares4,766
Change+4,766
Value$775.7K
Filed 2026-11-05
Waterway Wealth Management, LLC
DECREASED
Shares4,765 from 4,843
Change-78 (-2%)
Value$775.5K (+$113.4K)
Filed 2026-10-28
Thrive Capital Management, LLC
NEW
Shares4,755
Change+4,755
Value$773.9K
Filed 2026-10-28
Redmond Asset Management, LLC
NEW
Shares4,750
Change+4,750
Value$773.1K
Filed 2026-10-27
Peirce Capital Management, LLC
NEW
Shares4,737
Change+4,737
Value$770.9K
Filed 2026-10-19
Centennial Wealth Advisory LLC
NEW
Shares4,735
Change+4,735
Value$771.7K
Filed 2026-10-16
Advisor Resource Council
NEW
Shares4,722
Change+4,722
Value$774.5K
Filed 2026-11-05
FinArc Investments, Inc.
UNCHANGED
Shares4,719 from 4,719
Change0 (0%)
Value$768.0K (+$122.8K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
NEW
Shares4,717
Change+4,717
Value$767.7K
Filed 2026-11-04
1620 Investment Advisors, Inc.
NEW
Shares4,708
Change+4,708
Value$766.2K
Filed 2026-11-04
Reyes Financial Architecture, Inc.
NEW
Shares4,698
Change+4,698
Value$764.6K
Filed 2026-10-22
NovaPoint Capital, LLC
NEW
Shares4,696
Change+4,696
Value$764.3K
Filed 2026-10-22
United Capital Management of KS, Inc.
NEW
Shares4,688
Change+4,688
Value$763.0K
Filed 2026-11-04
Fortress Financial Solutions, LLC
NEW
Shares4,685
Change+4,685
Value$762.5K
Filed 2026-10-14
Community Trust & Investment Co
NEW
Shares4,681
Change+4,681
Value$761.8K
Filed 2026-10-15
WBI Investments, LLC
NEW
Shares4,675
Change+4,675
Value$760.9K
Filed 2026-11-05
Lountzis Asset Management, LLC
NEW
Shares4,674
Change+4,674
Value$760.7K
Filed 2026-10-30
Aspect Partners, LLC
INCREASED
Shares4,666 from 3,648
Change+1,018 (+28%)
Value$759.4K (+$260.6K)
Filed 2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
NEW
Shares4,662
Change+4,662
Value$758.7K
Filed 2026-11-02
Eukles Asset Management
NEW
Shares4,639
Change+4,639
Value$755.0K
Filed 2026-11-04
Blossom Wealth Management
NEW
Shares4,620
Change+4,620
Value$751.9K
Filed 2026-11-03
EPG Wealth Management LLC
NEW
Shares4,605
Change+4,605
Value$749.5K
Filed 2026-11-03
Sterling Investment Counsel, LLC
NEW
Shares4,604
Change+4,604
Value$749.3K
Filed 2026-10-19
Fluent Financial, LLC
NEW
Shares4,583
Change+4,583
Value$745.9K
Filed 2026-10-13
Puff Wealth Management, LLC
NEW
Shares4,571
Change+4,571
Value$743.9K
Filed 2026-10-07
SkyOak Wealth, LLC
NEW
Shares4,565
Change+4,565
Value$743.0K
Filed 2026-10-28
Palatine Hill Wealth Management, LLC
DECREASED
Shares4,564 from 4,643
Change-79 (-2%)
Value$742.8K (+$108.0K)
Filed 2026-11-03
Villere ST Denis J & Co LLC
NEW
Shares4,554
Change+4,554
Value$741.2K
Filed 2026-11-04
Petersen Hastings Wealth Advisors Inc.
NEW
Shares4,552
Change+4,552
Value$740.8K
Filed 2026-10-27
Veery Capital, LLC
NEW
Shares4,543
Change+4,543
Value$739.4K
Filed 2026-10-07
Banyan Capital Management, Inc.
NEW
Shares4,540
Change+4,540
Value$738.9K
Filed 2026-11-05
Blankinship & Foster, LLC
NEW
Shares4,527
Change+4,527
Value$736.8K
Filed 2026-10-19
Detalus Advisors, LLC
NEW
Shares4,513
Change+4,513
Value$734.5K
Filed 2026-10-15
Unique Wealth, LLC
DECREASED
Shares4,511 from 5,748
Change-1,237 (-22%)
Value$734.1K (-$51.7K)
Filed 2026-10-16
Mills Wealth Advisors LLC
NEW
Shares4,505
Change+4,505
Value$733.2K
Filed 2026-10-22
ARK & TLK Investments, LLC
NEW
Shares4,498
Change+4,498
Value$732.0K
Filed 2026-10-20
Dakota Community Bank & Trust NA
NEW
Shares4,485
Change+4,485
Value$729.9K
Filed 2026-10-09
Benedict Financial Advisors Inc
NEW
Shares4,460
Change+4,460
Value$725.9K
Filed 2026-10-07
First Citizens Financial Corp
NEW
Shares4,456
Change+4,456
Value$725.2K
Filed 2026-10-02
Headland Capital, LLC
INCREASED
Shares4,451 from 4,352
Change+99 (+2%)
Value$724.3K (+$129.3K)
Filed 2026-11-06
Xcel Wealth Management, LLC
NEW
Shares4,450
Change+4,450
Value$724.2K
Filed 2026-10-26
Paragon Private Wealth Management, LLC
NEW
Shares4,442
Change+4,442
Value$723.0K
Filed 2026-10-20
Shulman DeMeo Asset Management LLC
NEW
Shares4,434
Change+4,434
Value$727.1K
Filed 2026-10-09
Burk Holdings LLC
NEW
Shares4,429
Change+4,429
Value$720.8K
Filed 2026-11-05
Future Financial Wealth Managment LLC
NEW
Shares4,427
Change+4,427
Value$720.5K
Filed 2026-10-15
Asahi Life Asset Management Co., Ltd.
NEW
Shares4,424
Change+4,424
Value$720.0K
Filed 2026-11-06
International Private Wealth Advisors LLC
NEW
Shares4,422
Change+4,422
Value$719.7K
Filed 2026-11-05
Crew Capital Management, Ltd
NEW
Shares4,417
Change+4,417
Value$718.9K
Filed 2026-10-28
Rainier Family Wealth Inc
NEW
Shares4,401
Change+4,401
Value$716.3K
Filed 2026-11-02
Retirement Solution LLC
NEW
Shares4,394
Change+4,394
Value$715.1K
Filed 2026-10-27
Fulcrum Equity Management
NEW
Shares4,379
Change+4,379
Value$712.6K
Filed 2026-10-21
Whelan Financial
NEW
Shares4,376
Change+4,376
Value$712.3K
Filed 2026-10-28
Strata Wealth Advisors, LLC
NEW
Shares4,366
Change+4,366
Value$710.6K
Filed 2026-10-16
Motive Wealth Advisors
NEW
Shares4,362
Change+4,362
Value$709.9K
Filed 2026-10-26
BCU Wealth Advisors, LLC
NEW
Shares4,346
Change+4,346
Value$707.3K
Filed 2026-10-16
Pinnacle Financial Group, LLC / IL
NEW
Shares4,346
Change+4,346
Value$707.4K
Filed 2026-10-29
Asio Capital, LLC
NEW
Shares4,336
Change+4,336
Value$705.7K
Filed 2026-10-19
Fortress Financial Group, LLC
NEW
Shares4,332
Change+4,332
Value$705.0K
Filed 2026-10-21
Howard Wealth Management, LLC
NEW
Shares4,328
Change+4,328
Value$704.4K
Filed 2026-10-28
Stronghold Wealth Management L.L.C.
DECREASED
Shares4,328 from 4,329
Change-1 (0%)
Value$704.4K (+$112.5K)
Filed 2026-10-16
Daviman Financial, LLC
NEW
Shares4,327
Change+4,327
Value$704.2K
Filed 2026-11-06
Independence Financial Advisors, LLC
NEW
Shares4,315
Change+4,315
Value$702.3K
Filed 2026-10-08
Nolet Wealth Management, LLC
NEW
Shares4,303
Change+4,303
Value$700.4K
Filed 2026-10-15
Fingerlakes Wealth Management, Inc.
NEW
Shares4,292
Change+4,292
Value$698.5K
Filed 2026-11-04
Horizon Wealth Management, LLC
NEW
Shares4,279
Change+4,279
Value$696.5K
Filed 2026-11-02
Clean Yield Group
INCREASED
Shares4,271 from 3,771
Change+500 (+13%)
Value$695.1K (+$179.5K)
Filed 2026-10-28
Capstone Wealth Management Group, LLC
NEW
Shares4,269
Change+4,269
Value$481.3K
Filed 2026-11-05
Arcataur Capital Management LLC
NEW
Shares4,265
Change+4,265
Value$694.1K
Filed 2026-10-21
15 Wealth Advisors LLC
NEW
Shares4,250
Change+4,250
Value$691.6K
Filed 2026-10-14
Loudon Investment Management, LLC
NEW
Shares4,248
Change+4,248
Value$691.4K
Filed 2026-11-06
Wealth Advisors Northwest LLC
NEW
Shares4,247
Change+4,247
Value$691.2K
Filed 2026-10-29
Axecap Investments, LLC
NEW
Shares4,244
Change+4,244
Value$690.7K
Filed 2026-10-20
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares4,244
Change+4,244
Value$690.7K
Filed 2026-10-20
Advocate Group LLC
NEW
Shares4,236
Change+4,236
Value$689.4K
Filed 2026-10-19
BostonPremier Wealth LLC
NEW
Shares4,236
Change+4,236
Value$689.4K
Filed 2026-10-16
Buck Wealth Strategies, LLC
NEW
Shares4,232
Change+4,232
Value$688.8K
Filed 2026-10-28
Johnson Bixby & Associates, LLC
NEW
Shares4,218
Change+4,218
Value$686.5K
Filed 2026-10-14
TKG Advisors, LLC
NEW
Shares4,213
Change+4,213
Value$685.7K
Filed 2026-11-02
Ulland Investment Advisors, LLC
DECREASED
Shares4,193 from 4,559
Change-366 (-8%)
Value$682.0K (+$681.4K)
Filed 2026-10-13
Code Waechter LLC
NEW
Shares4,188
Change+4,188
Value$681.6K
Filed 2026-10-23
Piedmont Capital Management, LLC
NEW
Shares4,181
Change+4,181
Value$680.5K
Filed 2026-10-21
Williams & Novak Wealth Management, LLC
NEW
Shares4,181
Change+4,181
Value$680.5K
Filed 2026-10-09
Cornerstone Planning Group LLC
INCREASED
Shares4,178 from 4,151
Change+27 (+1%)
Value$705.9K (+$64.8K)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares4,171
Change+4,171
Value$678.9K
Filed 2026-10-13
Cascade Investment Group, Inc.
NEW
Shares4,163
Change+4,163
Value$677.5K
Filed 2026-10-13
Jm2 Capital Inc.
NEW
Shares4,155
Change+4,155
Value$676.3K
Filed 2026-10-14
WealthCare Investment Partners, LLC
NEW
Shares4,132
Change+4,132
Value$672.5K
Filed 2026-11-05
BlueChip Wealth Advisors LLC
NEW
Shares4,124
Change+4,124
Value$671.2K
Filed 2026-11-03
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares4,121 from 4,121
Change0 (0%)
Value$670.6K (+$107.3K)
Filed 2026-10-20
Amicus Financial Advisors, LLC
INCREASED
Shares4,117 from 4,062
Change+55 (+1%)
Value$670.1K (+$114.8K)
Filed 2026-11-03
Sweeney & Michel, LLC
NEW
Shares4,101
Change+4,101
Value$667.5K
Filed 2026-10-16
American Capital Advisory, LLC
NEW
Shares4,088
Change+4,088
Value$665.3K
Filed 2026-10-28
Ifrah Financial Services, Inc.
NEW
Shares4,087
Change+4,087
Value$665.2K
Filed 2026-10-13
Sepio Capital, LP
NEW
Shares4,079
Change+4,079
Value$664.0K
Filed 2026-10-22
626 Financial, LLC
NEW
Shares4,079
Change+4,079
Value$663.8K
Filed 2026-11-04
Harbor Group, Inc.
NEW
Shares4,071
Change+4,071
Value$662.6K
Filed 2026-10-14
OFS Enterprise LLC
NEW
Shares4,066
Change+4,066
Value$661.8K
Filed 2026-10-16
Avalon Capital Management
NEW
Shares4,065
Change+4,065
Value$661.6K
Filed 2026-11-04
Legacy Wealth Partners, LLC
NEW
Shares4,063
Change+4,063
Value$661.3K
Filed 2026-10-15
Providence First Trust Co
DECREASED
Shares4,042 from 6,781
Change-2,739 (-40%)
Value$657.8K (-$269.3K)
Filed 2026-11-02
Tempus Wealth Planning, LLC
NEW
Shares4,040
Change+4,040
Value$657.5K
Filed 2026-10-14
Hidden Cove Wealth Management, LLC
NEW
Shares4,038
Change+4,038
Value$657.2K
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares4,038 from 3,611
Change+427 (+12%)
Value$657.1K (+$163.3K)
Filed 2026-10-29
Baron Wealth Management LLC
NEW
Shares4,028
Change+4,028
Value$655.6K
Filed 2026-10-27
Parr Mcknight Wealth Management Group, LLC
NEW
Shares4,027
Change+4,027
Value$655.4K
Filed 2026-10-30
Yoffe Investment Management, LLC
NEW
Shares4,019
Change+4,019
Value$654.1K
Filed 2026-11-02
Physician Wealth Advisors, Inc.
NEW
Shares4,019
Change+4,019
Value$654.0K
Filed 2026-10-20
Portland Financial Advisors Inc
NEW
Shares4,017
Change+4,017
Value$653.8K
Filed 2026-10-26
Alpha Zero LLC
NEW
Shares4,009
Change+4,009
Value$652.4K
Filed 2026-11-06
Washington Capital Management, Inc
NEW
Shares4,005
Change+4,005
Value$651.8K
Filed 2026-10-19
Solutions 4 Wealth, Ltd
NEW
Shares3,992
Change+3,992
Value$649.7K
Filed 2026-11-03
CGN Advisors LLC
NEW
Shares3,991
Change+3,991
Value$649.6K
Filed 2026-10-21
StrongBox Wealth, LLC
INCREASED
Shares3,989 from 3,976
Change+13 (+0%)
Value$649.2K (+$105.6K)
Filed 2026-11-02
Sound Financial Strategies Group, LLC
NEW
Shares3,987
Change+3,987
Value$648.9K
Filed 2026-10-30
DLK Investment Management, LLC
NEW
Shares3,980
Change+3,980
Value$647.7K
Filed 2026-10-09
Fiscal Wisdom Wealth Management, LLC
NEW
Shares3,976
Change+3,976
Value$647.0K
Filed 2026-10-16
Applied Capital LLC
NEW
Shares3,975
Change+3,975
Value$646.9K
Filed 2026-10-07
Global X Japan Co., Ltd.
NEW
Shares3,964
Change+3,964
Value$645.1K
Filed 2026-10-21
Henderson Brothers Financial Partners, LLC
NEW
Shares3,962
Change+3,962
Value$644.8K
Filed 2026-11-03
Capstone Wealth Management, LLC
NEW
Shares3,954
Change+3,954
Value$643.5K
Filed 2026-11-02
Align Financial, LLC
INCREASED
Shares3,938 from 3,896
Change+42 (+1%)
Value$640.9K (+$108.3K)
Filed 2026-10-16
Stone Summit Wealth LLC
NEW
Shares3,937
Change+3,937
Value$640.7K
Filed 2026-10-14
Brown Miller Wealth Management, LLC
NEW
Shares3,920
Change+3,920
Value$637.9K
Filed 2026-11-02
Planned Solutions, Inc.
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$638.0K (+$102.0K)
Filed 2026-10-19
TradeWell Securities, Llc.
NEW
Shares3,919
Change+3,919
Value$637.7K
Filed 2026-10-21
Cherrydale Wealth Management, LLC
NEW
Shares3,917
Change+3,917
Value$637.5K
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares3,890
Change+3,890
Value$633.1K
Filed 2026-10-27
Base Wealth Management LLC
NEW
Shares3,885
Change+3,885
Value$632.2K
Filed 2026-10-21
Fortune 45 LLC
NEW
Shares3,872
Change+3,872
Value$630.1K
Filed 2026-10-14
Kure Advisory, LLC
NEW
Shares3,870
Change+3,870
Value$629.8K
Filed 2026-10-08
Midwest Heritage Bank, FSB
NEW
Shares3,868
Change+3,868
Value$629.4K
Filed 2026-10-26
R. W. Roge & Company, Inc.
NEW
Shares3,867
Change+3,867
Value$629.0K
Filed 2026-11-04
Sylvest Advisors, LLC
NEW
Shares3,860
Change+3,860
Value$628.3K
Filed 2026-10-26
Montis Financial, LLC
NEW
Shares3,857
Change+3,857
Value$627.8K
Filed 2026-11-04
Silver Oak Advisory Group, Inc.
NEW
Shares3,856
Change+3,856
Value$627.6K
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares3,856 from 2,732
Change+1,124 (+41%)
Value$627.6K (+$254.0K)
Filed 2026-10-14
Crown Oak Advisors, LLC
NEW
Shares3,851
Change+3,851
Value$626.8K
Filed 2026-10-16
One Plus One Wealth Management, LLC
NEW
Shares3,843
Change+3,843
Value$625.4K
Filed 2026-10-16
Gill Capital Partners, LLC
UNCHANGED
Shares3,840 from 3,840
Change0 (0%)
Value$625.0K (+$100.0K)
Filed 2026-10-13
Auour Investments LLC
NEW
Shares3,832
Change+3,832
Value$623.6K
Filed 2026-10-28
Shayne & Jacobs, LLC
NEW
Shares3,830
Change+3,830
Value$623.3K
Filed 2026-10-21
Sharkey, Howes & Javer
NEW
Shares3,822
Change+3,822
Value$622.0K
Filed 2026-10-22
Bishop & Co Investment Management, LLC
NEW
Shares3,812
Change+3,812
Value$620.4K
Filed 2026-11-05
Granite Group Advisors, LLC
NEW
Shares3,808
Change+3,808
Value$619.7K
Filed 2026-10-14
Forteris Wealth Management Inc.
NEW
Shares3,803
Change+3,803
Value$618.9K
Filed 2026-10-13
Stonekeep Investments, LLC
NEW
Shares3,791
Change+3,791
Value$616.9K
Filed 2026-10-15
Hager Investment Management Services, LLC
DECREASED
Shares3,788 from 3,805
Change-17 (0%)
Value$616.5K (+$96.3K)
Filed 2026-11-04
Santori & Peters, Inc.
NEW
Shares3,783
Change+3,783
Value$615.7K
Filed 2026-10-26
RPG Investment Advisory, LLC
NEW
Shares3,779
Change+3,779
Value$615.0K
Filed 2026-10-21
Gradient Capital Advisors, LLC
INCREASED
Shares3,776 from 3,698
Change+78 (+2%)
Value$614.5K (+$108.9K)
Filed 2026-10-21
Cache Advisors, LLC
NEW
Shares3,771
Change+3,771
Value$613.7K
Filed 2026-10-16
Gouws Capital LLC
NEW
Shares3,770
Change+3,770
Value$613.6K
Filed 2026-10-09
Sacks & Associates, LLC
NEW
Shares3,768
Change+3,768
Value$613.3K
Filed 2026-10-09
Tillman Hartley LLC
NEW
Shares3,765
Change+3,765
Value$612.8K
Filed 2026-11-06
J. Derek Lewis & Associates Inc.
NEW
Shares3,759
Change+3,759
Value$611.9K
Filed 2026-11-03
Hughes Financial Services, LLC
INCREASED
Shares3,757 from 3,633
Change+124 (+3%)
Value$688.6K (+$191.9K)
Filed 2026-10-30
University of Texas S AM Investment Management Co
NEW
Shares3,751
Change+3,751
Value$610.5K
Filed 2026-11-03
Owl Creek Wealth Partners LLC
NEW
Shares3,750
Change+3,750
Value$610.3K
Filed 2026-10-20
Dutch Asset Corp
NEW
Shares3,749
Change+3,749
Value$610.2K
Filed 2026-10-20
Trail Ridge Investment Advisors, LLC
NEW
Shares3,745
Change+3,745
Value$609.5K
Filed 2026-10-16
Willow Creek Wealth Management Inc.
NEW
Shares3,740
Change+3,740
Value$608.8K
Filed 2026-10-26
HRC Wealth Management, LLC
NEW
Shares3,732
Change+3,732
Value$607.4K
Filed 2026-10-16
Bellecapital International Ltd.
NEW
Shares3,730
Change+3,730
Value$607.1K
Filed 2026-10-21
Waller Financial Planning Group, Inc
NEW
Shares3,728
Change+3,728
Value$606.7K
Filed 2026-10-07
Terra Nova Asset Management LLC
NEW
Shares3,727
Change+3,727
Value$606.6K
Filed 2026-10-13
Gainline Financial Partners, LLC
NEW
Shares3,712
Change+3,712
Value$604.1K
Filed 2026-10-15
Myriad Asset Management US LP
NEW
Shares3,711
Change+3,711
Value$604.0K
Filed 2026-11-03
Spinnaker Investment Group, LLC
NEW
Shares3,709
Change+3,709
Value$603.6K
Filed 2026-10-13
Cedar Mountain Advisors, LLC
NEW
Shares3,708
Change+3,708
Value$603.5K
Filed 2026-10-15
Mattern Capital Management, LLC
NEW
Shares3,708
Change+3,708
Value$603.5K
Filed 2026-11-02
Warner Financial, Inc
NEW
Shares3,706
Change+3,706
Value$603.2K
Filed 2026-11-06
Triune Financial Partners, LLC
NEW
Shares3,704
Change+3,704
Value$602.9K
Filed 2026-11-03
Miller Financial Services LLC
NEW
Shares3,702
Change+3,702
Value$602.5K
Filed 2026-10-20
Asset Advisors Investment Management, LLC
NEW
Shares3,700
Change+3,700
Value$602.2K
Filed 2026-10-19
Northern Capital Management, Inc.
NEW
Shares3,699
Change+3,699
Value$602.0K
Filed 2026-11-05
Tuttle Capital Management, LLC
NEW
Shares3,693
Change+3,693
Value$601.0K
Filed 2026-10-21
Crumly & Associates Inc.
NEW
Shares3,692
Change+3,692
Value$600.9K
Filed 2026-10-07
Atlas Wealth Partners, LLC
NEW
Shares3,690
Change+3,690
Value$600.5K
Filed 2026-11-03
Wagner Wealth Management, Corp
NEW
Shares3,690
Change+3,690
Value$600.5K
Filed 2026-10-20
MKT Advisors LLC
NEW
Shares3,689
Change+3,689
Value$621.6K
Filed 2026-10-20
Abacus Wealth Partners, LLC
NEW
Shares3,683
Change+3,683
Value$599.4K
Filed 2026-11-03
Lifelong Wealth Advisors, Inc.
NEW
Shares3,676
Change+3,676
Value$598.3K
Filed 2026-10-19
Shelton Wealth Management, LLC
NEW
Shares3,673
Change+3,673
Value$597.7K
Filed 2026-10-16
Eddie Patel Inc
INCREASED
Shares3,672 from 3,138
Change+534 (+17%)
Value$597.6K (+$168.6K)
Filed 2026-11-02
Virtus Wealth Solutions LLC
NEW
Shares3,668
Change+3,668
Value$596.9K
Filed 2026-11-03
Tenon Financial LLC
NEW
Shares3,665
Change+3,665
Value$596.5K
Filed 2026-10-14
Columbia Advisory Partners LLC
NEW
Shares3,663
Change+3,663
Value$596.2K
Filed 2026-10-15
Centerpoint Advisory Group
NEW
Shares3,661
Change+3,661
Value$595.8K
Filed 2026-10-23
O'Connor Financial Group LLC
INCREASED
Shares3,647 from 3,622
Change+25 (+1%)
Value$593.7K (+$98.4K)
Filed 2026-10-26
Huntleigh Advisors, Inc.
NEW
Shares3,636
Change+3,636
Value$591.7K
Filed 2026-11-03
Goldenstone Wealth Management LLC
NEW
Shares3,635
Change+3,635
Value$591.7K
Filed 2026-11-04
Global Strategic Investment Solutions, LLC
NEW
Shares3,631
Change+3,631
Value$591.0K
Filed 2026-10-16
Southern Michigan Bank & Trust
NEW
Shares3,630
Change+3,630
Value$590.8K
Filed 2026-10-19
Warren Street Wealth Advisors, LLC
NEW
Shares3,624
Change+3,624
Value$589.8K
Filed 2026-11-04
Grantvest Financial Group LLC
NEW
Shares3,615
Change+3,615
Value$588.3K
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares3,613
Change+3,613
Value$588.0K
Filed 2026-10-19
Sculati Wealth Management, LLC
NEW
Shares3,591
Change+3,591
Value$618.2K
Filed 2026-10-19
Biltmore Wealth Management, LLC
NEW
Shares3,578
Change+3,578
Value$582.4K
Filed 2026-10-09
Tranquility Partners, LLC
NEW
Shares3,568
Change+3,568
Value$580.7K
Filed 2026-10-20
Weinberger Asset Management, Inc
NEW
Shares3,567
Change+3,567
Value$580.5K
Filed 2026-10-28
Farrell Financial LLC
NEW
Shares3,567
Change+3,567
Value$580.5K
Filed 2026-10-16
Gen-Wealth Partners Inc
DECREASED
Shares3,561 from 4,341
Change-780 (-18%)
Value$579.5K (-$13.9K)
Filed 2026-11-04
Boyd Wealth Management, LLC
NEW
Shares3,560
Change+3,560
Value$579.4K
Filed 2026-10-20
Legacy Financial Group, Inc.
NEW
Shares3,552
Change+3,552
Value$578.0K
Filed 2026-10-21
KFG Wealth Management, LLC
NEW
Shares3,549
Change+3,549
Value$577.6K
Filed 2026-10-16
Princeton Capital Management LLC
NEW
Shares3,546
Change+3,546
Value$577.1K
Filed 2026-10-27
Ares Financial Consulting, LLC
INCREASED
Shares3,533 from 3,422
Change+111 (+3%)
Value$575.0K (+$107.1K)
Filed 2026-10-19
LifeGoal Investments, LLC
NEW
Shares3,531
Change+3,531
Value$574.7K
Filed 2026-10-09
Marietta Wealth Management, LLC
NEW
Shares3,530
Change+3,530
Value$624.8K
Filed 2026-10-22
Grove Street Fiduciary, LLC
NEW
Shares3,529
Change+3,529
Value$574.3K
Filed 2026-10-13
Cabot Wealth Management Inc
NEW
Shares3,524
Change+3,524
Value$573.6K
Filed 2026-11-05
Abound Wealth Management
NEW
Shares3,522
Change+3,522
Value$573.2K
Filed 2026-10-26
Matrix Asset Advisors Inc
NEW
Shares3,521
Change+3,521
Value$573.1K
Filed 2026-10-13
Phillips Financial Management, LLC
NEW
Shares3,521
Change+3,521
Value$573.1K
Filed 2026-10-19
J. Safra Sarasin Holding AG
NEW
Shares3,512
Change+3,512
Value$571.6K
Filed 2026-10-26
Sage Mountain Advisors LLC
NEW
Shares3,496
Change+3,496
Value$568.9K
Filed 2026-11-02
Quaker Wealth Management, LLC
NEW
Shares3,495
Change+3,495
Value$568.7K
Filed 2026-10-22
AMG Asset Management Group, Inc.
NEW
Shares3,487
Change+3,487
Value$567.6K
Filed 2026-10-21
Bull Oak Capital, LLC
NEW
Shares3,482
Change+3,482
Value$566.7K
Filed 2026-10-23
Wealth Advisory Solutions, LLC
NEW
Shares3,478
Change+3,478
Value$566.0K
Filed 2026-10-20
Christian Investment Advisors, Inc.
NEW
Shares3,474
Change+3,474
Value$565.4K
Filed 2026-11-03
Williams Financial, LLC
NEW
Shares3,465
Change+3,465
Value$563.9K
Filed 2026-10-19
Overbrook Management Corp
NEW
Shares3,464
Change+3,464
Value$563.8K
Filed 2026-10-08
Sonata Capital Group Inc
NEW
Shares3,462
Change+3,462
Value$563.4K
Filed 2026-10-19
Wheelhouse Advisory Group LLC
NEW
Shares3,456
Change+3,456
Value$562.4K
Filed 2026-10-20
James T. Borello RIA
NEW
Shares3,453
Change+3,453
Value$562.0K
Filed 2026-10-16
CPA Asset Management Group, LLC
NEW
Shares3,450
Change+3,450
Value$561.5K
Filed 2026-10-26
Tableaux LLC
NEW
Shares3,437
Change+3,437
Value$559.3K
Filed 2026-10-23
Darrow Company, Inc.
NEW
Shares3,434
Change+3,434
Value$558.9K
Filed 2026-10-22
Realta Investment Advisors
NEW
Shares3,429
Change+3,429
Value$558.0K
Filed 2026-10-14
Frederick Financial Consultants, LLC
NEW
Shares3,428
Change+3,428
Value$557.9K
Filed 2026-10-29
RIA Advisory Group LLC
NEW
Shares3,424
Change+3,424
Value$557.3K
Filed 2026-10-15
Paragon Capital Management Ltd
NEW
Shares3,421
Change+3,421
Value$556.8K
Filed 2026-10-09
Etesian Wealth Advisors, Inc.
NEW
Shares3,417
Change+3,417
Value$556.1K
Filed 2026-10-27
Birchwood Financial Partners, Inc.
UNCHANGED
Shares3,415 from 3,415
Change0 (0%)
Value$555.9K (+$88.9K)
Filed 2026-11-02
Bridgelight Financial Advisors, Inc.
NEW
Shares3,411
Change+3,411
Value$555.1K
Filed 2026-10-20
IFS Advisors, LLC
INCREASED
Shares3,407 from 781
Change+2,626 (+336%)
Value$554.6K (+$447.8K)
Filed 2026-10-14
HMV Wealth Advisors, LLC
NEW
Shares3,404
Change+3,404
Value$554.0K
Filed 2026-10-27
Continuum Wealth Advisors, LLC
NEW
Shares3,403
Change+3,403
Value$553.8K
Filed 2026-10-20
G2 Capital Management, LLC / OH
NEW
Shares3,400
Change+3,400
Value$553.4K
Filed 2026-10-23
Sageworth Trust Co
NEW
Shares3,393
Change+3,393
Value$552.2K
Filed 2026-10-30
New Capital Management LP
NEW
Shares3,386
Change+3,386
Value$551.0K
Filed 2026-10-29
Fenimore Asset Management Inc
NEW
Shares3,378
Change+3,378
Value$549.8K
Filed 2026-10-08
Abundance Wealth Counselors
NEW
Shares3,374
Change+3,374
Value$549.2K
Filed 2026-10-26
Guardian Wealth Advisors, LLC
NEW
Shares3,367
Change+3,367
Value$605.7K
Filed 2026-10-30
ACT Advisors, Llc.
NEW
Shares3,365
Change+3,365
Value$547.6K
Filed 2026-10-15
PCG Asset Management, LLC
NEW
Shares3,365
Change+3,365
Value$547.7K
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
NEW
Shares3,362
Change+3,362
Value$547.1K
Filed 2026-10-13
FMA Wealth Management, LLC
NEW
Shares3,358
Change+3,358
Value$546.5K
Filed 2026-10-21
Investors Research Corp
NEW
Shares3,353
Change+3,353
Value$545.7K
Filed 2026-10-07
Wedge Capital Management L L P
NEW
Shares3,350
Change+3,350
Value$545.2K
Filed 2026-10-13
Kelsey Financial, LLC
NEW
Shares3,347
Change+3,347
Value$544.7K
Filed 2026-10-28
Stevens Capital Partners
NEW
Shares3,341
Change+3,341
Value$543.7K
Filed 2026-10-29
Guidance Capital, Inc
NEW
Shares3,341
Change+3,341
Value$600.3K
Filed 2026-11-03
Heritage Wealth Management, Inc.
NEW
Shares3,327
Change+3,327
Value$541.4K
Filed 2026-10-27
Lighthouse Financial Services Inc
NEW
Shares3,317
Change+3,317
Value$539.8K
Filed 2026-11-02
Junk Investment Group, LLC
NEW
Shares3,299
Change+3,299
Value$536.9K
Filed 2026-10-19
Vanguard Capital Wealth Advisors
NEW
Shares3,282
Change+3,282
Value$534.1K
Filed 2026-10-16
Sunburst Financial Group, LLC
NEW
Shares3,281
Change+3,281
Value$534.0K
Filed 2026-10-09
NBH Bank
NEW
Shares3,278
Change+3,278
Value$533.5K
Filed 2026-11-05
Palacios Wealth Management, LLC
NEW
Shares3,278
Change+3,278
Value$533.5K
Filed 2026-11-04
Dominguez Wealth Management Solutions, Inc.
NEW
Shares3,277
Change+3,277
Value$533.4K
Filed 2026-10-07
Acorn Creek Capital LLC
NEW
Shares3,264
Change+3,264
Value$531.2K
Filed 2026-11-05
ShankerValleau Wealth Advisors, Inc.
NEW
Shares3,262
Change+3,262
Value$530.9K
Filed 2026-10-16
FIG Financial Advisory Services Inc
NEW
Shares3,258
Change+3,258
Value$530.2K
Filed 2026-10-07
Benchmark Financial Wealth Advisors, LLC
NEW
Shares3,258
Change+3,258
Value$530.3K
Filed 2026-10-20
Red Mountain Financial, LLC
UNCHANGED
Shares3,251 from 3,251
Change0 (0%)
Value$529.0K (+$84.6K)
Filed 2026-11-03
Ulrich Consultants & Investment Group, LLC
NEW
Shares3,250
Change+3,250
Value$528.9K
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
NEW
Shares3,242
Change+3,242
Value$527.7K
Filed 2026-10-15
Split Rock Private Trading & Wealth Management, LLC
NEW
Shares3,237
Change+3,237
Value$526.8K
Filed 2026-10-15
Letson Investment Management, Inc.
NEW
Shares3,231
Change+3,231
Value$525.8K
Filed 2026-11-05
SpringVest Wealth Management LLC
NEW
Shares3,223
Change+3,223
Value$524.6K
Filed 2026-10-27
Aurora Private Wealth, Inc.
NEW
Shares3,223
Change+3,223
Value$525.0K
Filed 2026-10-20
Vision Financial Markets LLC
NEW
Shares3,211
Change+3,211
Value$522.6K
Filed 2026-10-22
Center For Asset Management LLC
NEW
Shares3,208
Change+3,208
Value$522.1K
Filed 2026-10-16
Kelly Financial Group LLC
NEW
Shares3,203
Change+3,203
Value$521.3K
Filed 2026-10-16
RBA Wealth Management, LLC
NEW
Shares3,200
Change+3,200
Value$520.8K
Filed 2026-10-28
BNC Wealth Management, LLC
NEW
Shares3,195
Change+3,195
Value$519.9K
Filed 2026-10-19
Meridian Management Co
NEW
Shares3,193
Change+3,193
Value$519.7K
Filed 2026-11-06
Stone House Investment Management, LLC
NEW
Shares3,187
Change+3,187
Value$518.7K
Filed 2026-10-23
Focused Alpha, LLC
NEW
Shares3,187
Change+3,187
Value$518.7K
Filed 2026-10-20
DeDora Capital, Inc.
NEW
Shares3,186
Change+3,186
Value$518.5K
Filed 2026-10-26
Foyston, Gordon & Payne Inc
NEW
Shares3,183
Change+3,183
Value$518.0K
Filed 2026-11-02
Buska Wealth Management, LLC
NEW
Shares3,182
Change+3,182
Value$517.9K
Filed 2026-10-08
Mlp3, LLC
NEW
Shares3,181
Change+3,181
Value$517.8K
Filed 2026-10-22
Putney Financial Group LLC
DECREASED
Shares3,173 from 3,217
Change-44 (-1%)
Value$516.4K (+$76.6K)
Filed 2026-10-30
Vestia Personal Wealth Advisors
DECREASED
Shares3,171 from 3,530
Change-359 (-10%)
Value$516.1K (+$33.6K)
Filed 2026-10-20
B.O.S.S. Retirement Advisors, LLC
NEW
Shares3,165
Change+3,165
Value$515.1K
Filed 2026-10-26
Bluedoor Private Wealth, LLC
NEW
Shares3,165
Change+3,165
Value$515.1K
Filed 2026-11-05
Instrumental Wealth, LLC
NEW
Shares3,160
Change+3,160
Value$514.3K
Filed 2026-10-20
GEM Asset Management, LLC
NEW
Shares3,159
Change+3,159
Value$514.1K
Filed 2026-10-13
Prospera Capital Management, LLC
NEW
Shares3,158
Change+3,158
Value$514.0K
Filed 2026-10-19
Capital Wealth Alliance, LLC
NEW
Shares3,153
Change+3,153
Value$513.2K
Filed 2026-10-20
Affinity Capital Advisors, LLC
NEW
Shares3,149
Change+3,149
Value$532.0K
Filed 2026-10-13
Riverchase Wealth Management, LLC
NEW
Shares3,135
Change+3,135
Value$510.3K
Filed 2026-10-28
LifeWealth Investments, LLC
NEW
Shares3,132
Change+3,132
Value$509.7K
Filed 2026-10-21
White Lighthouse Investment Management Inc.
NEW
Shares3,123
Change+3,123
Value$508.3K
Filed 2026-10-21
Nestegg Advisors, Inc.
NEW
Shares3,115
Change+3,115
Value$507.0K
Filed 2026-10-21
Purewater Capital LLC
NEW
Shares3,113
Change+3,113
Value$506.6K
Filed 2026-10-23
Ironsides Asset Advisors, LLC
NEW
Shares3,110
Change+3,110
Value$506.2K
Filed 2026-10-20
Portfolio Strategies, Inc.
NEW
Shares3,104
Change+3,104
Value$505.2K
Filed 2026-11-06
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares3,104 from 3,209
Change-105 (-3%)
Value$505.0K (+$504.6K)
Filed 2026-10-27
Compass Wealth Management LLC
NEW
Shares3,102
Change+3,102
Value$504.9K
Filed 2026-10-22
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
NEW
Shares3,100
Change+3,100
Value$504.5K
Filed 2026-10-27
Ninety One SA (PTY) Ltd
NEW
Shares3,099
Change+3,099
Value$504.3K
Filed 2026-10-15
Investment Research Partners LLC
NEW
Shares3,097
Change+3,097
Value$504.0K
Filed 2026-10-19
J2 Capital Management Inc
NEW
Shares3,095
Change+3,095
Value$503.7K
Filed 2026-10-19
Values Added Financial LLC
NEW
Shares3,087
Change+3,087
Value$502.4K
Filed 2026-10-28
Entrust Financial LLC
NEW
Shares3,086
Change+3,086
Value$502.2K
Filed 2026-11-04
Roan Capital Partners
NEW
Shares3,082
Change+3,082
Value$501.5K
Filed 2026-10-09
Meixler Investment Management, Ltd.
NEW
Shares3,075
Change+3,075
Value$500.5K
Filed 2026-11-03
Smith & Howard Wealth Management, LLC
NEW
Shares3,067
Change+3,067
Value$499.2K
Filed 2026-10-27
Seven Mile Advisory
NEW
Shares3,064
Change+3,064
Value$498.8K
Filed 2026-10-22
Peak Financial Management, Inc.
NEW
Shares3,060
Change+3,060
Value$498.1K
Filed 2026-10-16
Brookmont Capital Management
NEW
Shares3,060
Change+3,060
Value$498.1K
Filed 2026-10-23
Quantum Financial Planning Services, Inc.
NEW
Shares3,055
Change+3,055
Value$497.2K
Filed 2026-10-14
Strid Group, LLC
NEW
Shares3,037
Change+3,037
Value$494.3K
Filed 2026-10-28
West Bancorporation Inc
NEW
Shares3,036
Change+3,036
Value$494.1K
Filed 2026-10-29
Nova R Wealth, Inc.
NEW
Shares3,033
Change+3,033
Value$493.6K
Filed 2026-10-26
Able Financial Group, LLC
NEW
Shares3,032
Change+3,032
Value$493.5K
Filed 2026-10-14
Members Wealth LLC
NEW
Shares3,031
Change+3,031
Value$497.2K
Filed 2026-10-20
HMS Capital Management, LLC
NEW
Shares3,030
Change+3,030
Value$493.1K
Filed 2026-10-20
Valued Wealth Advisors LLC
NEW
Shares3,027
Change+3,027
Value$492.7K
Filed 2026-11-05
Foguth Wealth Management, Llc.
NEW
Shares3,020
Change+3,020
Value$540.5K
Filed 2026-10-19
GenWealth Group, Inc.
NEW
Shares3,020
Change+3,020
Value$491.5K
Filed 2026-10-16
Stolz & Associates, PS
NEW
Shares3,019
Change+3,019
Value$491.3K
Filed 2026-11-05
Spectrum Strategic Capital Management, LLC
NEW
Shares3,016
Change+3,016
Value$490.9K
Filed 2026-10-22
Point Windward Advisors Inc.
NEW
Shares3,015
Change+3,015
Value$490.7K
Filed 2026-11-06
Kendall Capital Management
NEW
Shares3,013
Change+3,013
Value$490.3K
Filed 2026-10-23
SWS Partners
NEW
Shares3,003
Change+3,003
Value$488.8K
Filed 2026-10-26
Rubicon Advisors, GP
NEW
Shares2,998
Change+2,998
Value$487.9K
Filed 2026-10-23
Vericrest Private Wealth
NEW
Shares2,997
Change+2,997
Value$487.8K
Filed 2026-10-21
Foundation Wealth Management, Llc\pa
NEW
Shares2,996
Change+2,996
Value$487.7K
Filed 2026-10-14
Randall & Associates Wealth Management
NEW
Shares2,990
Change+2,990
Value$486.6K
Filed 2026-10-20
Retirement Financial Solutions, LLC
NEW
Shares2,977
Change+2,977
Value$484.5K
Filed 2026-10-20
Atlas Private Wealth Advisors
NEW
Shares2,971
Change+2,971
Value$483.6K
Filed 2026-10-23
TruNorth Capital Management, LLC
NEW
Shares2,963
Change+2,963
Value$482.2K
Filed 2026-10-14
Genesee Capital Advisors, LLC
NEW
Shares2,955
Change+2,955
Value$480.9K
Filed 2026-10-20
National Wealth Management Group, LLC
NEW
Shares2,953
Change+2,953
Value$480.5K
Filed 2026-10-26
Key Capital Management, Inc
NEW
Shares2,947
Change+2,947
Value$529.5K
Filed 2026-11-03
Leslie Global Wealth, LLC
NEW
Shares2,946
Change+2,946
Value$479.4K
Filed 2026-10-26
IFC & Insurance Marketing, Inc.
NEW
Shares2,941
Change+2,941
Value$478.7K
Filed 2026-10-16
Tenet Wealth Partners, LLC
NEW
Shares2,941
Change+2,941
Value$478.6K
Filed 2026-10-19
CGC Financial Services, LLC
DECREASED
Shares2,934 from 3,048
Change-114 (-4%)
Value$477.5K (+$60.8K)
Filed 2026-10-13
Power Wealth Management LLC
NEW
Shares2,933
Change+2,933
Value$477.3K
Filed 2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares2,929
Change+2,929
Value$476.7K
Filed 2026-10-28
Cascade Investment Advisors, Inc.
NEW
Shares2,924
Change+2,924
Value$475.9K
Filed 2026-11-02
Reston Wealth Management LLC
NEW
Shares2,921
Change+2,921
Value$475.5K
Filed 2026-10-29
DecisionMap Wealth Management, LLC
INCREASED
Shares2,915 from 2,853
Change+62 (+2%)
Value$474.4K (+$84.4K)
Filed 2026-10-29
Bdfs Capital LLC
NEW
Shares2,913
Change+2,913
Value$474.1K
Filed 2026-10-14
Cranbrook Wealth Management, LLC
NEW
Shares2,911
Change+2,911
Value$473.7K
Filed 2026-10-28
Dean, Jacobson Financial Services, LLC
NEW
Shares2,908
Change+2,908
Value$473.3K
Filed 2026-10-29
MFG Investments, LLC
NEW
Shares2,903
Change+2,903
Value$472.5K
Filed 2026-10-30
Redw Wealth LLC
NEW
Shares2,891
Change+2,891
Value$470.5K
Filed 2026-11-02
Kagan Cocozza Asset Management
NEW
Shares2,890
Change+2,890
Value$470.3K
Filed 2026-10-19
Prospect Financial Group LLC
NEW
Shares2,887
Change+2,887
Value$469.9K
Filed 2026-11-05
Orca Investment Management, LLC
NEW
Shares2,884
Change+2,884
Value$469.4K
Filed 2026-10-29
Inlight Wealth Management, LLC
INCREASED
Shares2,880 from 2,009
Change+871 (+43%)
Value$468.7K (+$194.1K)
Filed 2026-10-21
Hurlow Wealth Management Group, Inc.
NEW
Shares2,877
Change+2,877
Value$468.2K
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
NEW
Shares2,842
Change+2,842
Value$462.6K
Filed 2026-10-16
Richard Young Associates, Ltd.
NEW
Shares2,837
Change+2,837
Value$461.8K
Filed 2026-11-03
Carmel Capital Partners, LLC
NEW
Shares2,834
Change+2,834
Value$461.2K
Filed 2026-11-03
Riverwater Partners LLC
NEW
Shares2,830
Change+2,830
Value$460.6K
Filed 2026-11-03
BKM Wealth Management, LLC
NEW
Shares2,825
Change+2,825
Value$459.8K
Filed 2026-10-22
DeLarme Wealth Management, Inc.
NEW
Shares2,822
Change+2,822
Value$459.3K
Filed 2026-10-30
WestHill Financial Advisors, Inc.
NEW
Shares2,821
Change+2,821
Value$459.1K
Filed 2026-10-14
Yanni & Associates Investment Advisors, LLC
NEW
Shares2,821
Change+2,821
Value$459.0K
Filed 2026-10-14
Cardinal Strategic Wealth Guidance
NEW
Shares2,820
Change+2,820
Value$459.0K
Filed 2026-11-02
Comprehensive Financial Planning, Inc.
NEW
Shares2,819
Change+2,819
Value$458.9K
Filed 2026-10-27
Helium Advisors LLC
NEW
Shares2,811
Change+2,811
Value$457.5K
Filed 2026-10-23
Fairway Wealth LLC
INCREASED
Shares2,806 from 48
Change+2,758 (+5746%)
Value$456.6K (+$450.1K)
Filed 2026-10-30
LexAurum Advisors, LLC
NEW
Shares2,805
Change+2,805
Value$456.5K
Filed 2026-10-19
Brady Family Wealth, LLC
NEW
Shares2,795
Change+2,795
Value$454.9K
Filed 2026-11-02
Horizon Advisory Services, Inc.
NEW
Shares2,795
Change+2,795
Value$454.9K
Filed 2026-10-29
Sagace Wealth Management LLC
NEW
Shares2,791
Change+2,791
Value$454.2K
Filed 2026-10-28
Oregon Pacific Wealth Management, LLC
NEW
Shares2,791
Change+2,791
Value$454.2K
Filed 2026-10-20
Royal Harbor Partners, LLC
NEW
Shares2,786
Change+2,786
Value$453.5K
Filed 2026-10-29
Lynx Investment Advisory
DECREASED
Shares2,785 from 2,912
Change-127 (-4%)
Value$453.3K (+$55.1K)
Filed 2026-10-27
Eagle Harbor Asset Management Inc
NEW
Shares2,784
Change+2,784
Value$453.1K
Filed 2026-10-21
Pinion Investment Advisors, LLC
NEW
Shares2,778
Change+2,778
Value$452.1K
Filed 2026-11-04
Sherman Wealth Management LLC
NEW
Shares2,766
Change+2,766
Value$450.2K
Filed 2026-10-16
Insight 2811, Inc.
NEW
Shares2,765
Change+2,765
Value$449.9K
Filed 2026-11-06
Ring Mountain Capital, LLC
NEW
Shares2,759
Change+2,759
Value$449.0K
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares2,748
Change+2,748
Value$447.3K
Filed 2026-10-27
Cap Partners, LLC
NEW
Shares2,747
Change+2,747
Value$447.0K
Filed 2026-10-19
True Link Financial Advisors, LLC
DECREASED
Shares2,746 from 2,806
Change-60 (-2%)
Value$446.9K (+$63.3K)
Filed 2026-10-27
BNB Wealth Management, LLC
NEW
Shares2,745
Change+2,745
Value$446.7K
Filed 2026-10-28
AM Investment Strategies LLC
NEW
Shares2,744
Change+2,744
Value$447.0K
Filed 2026-11-05
Timonier Family Office, Ltd.
NEW
Shares2,742
Change+2,742
Value$446.3K
Filed 2026-11-03
Vilga Financial Planning LLC
NEW
Shares2,740
Change+2,740
Value$445.9K
Filed 2026-10-09
Level Financial Advisors
NEW
Shares2,735
Change+2,735
Value$445.1K
Filed 2026-10-13
Mountain Capital Investment Advisors Inc.
NEW
Shares2,734
Change+2,734
Value$445.0K
Filed 2026-11-06
Rebalance, LLC
UNCHANGED
Shares2,734 from 2,734
Change0 (0%)
Value$445.0K (+$71.2K)
Filed 2026-10-22
Stegent Equity Advisors, Inc.
NEW
Shares2,733
Change+2,733
Value$444.8K
Filed 2026-10-13
Proathlete Wealth Management LLC
NEW
Shares2,732
Change+2,732
Value$444.7K
Filed 2026-10-15
Maryland Capital Advisors Inc.
NEW
Shares2,732
Change+2,732
Value$444.6K
Filed 2026-10-15
tru Independence LLC
NEW
Shares2,729
Change+2,729
Value$444.2K
Filed 2026-10-20
Nearside Advisors, LLC
NEW
Shares2,729
Change+2,729
Value$444.1K
Filed 2026-10-20
5th Street Advisors, LLC
NEW
Shares2,727
Change+2,727
Value$443.8K
Filed 2026-11-04
Ariadne Wealth Management, LP
NEW
Shares2,718
Change+2,718
Value$442.4K
Filed 2026-11-06
Elevation Wealth Partners, LLC
NEW
Shares2,713
Change+2,713
Value$441.5K
Filed 2026-10-07
Haven Private, LLC
NEW
Shares2,707
Change+2,707
Value$440.6K
Filed 2026-10-27
Hudson Capital Management LLC
NEW
Shares2,707
Change+2,707
Value$440.6K
Filed 2026-10-20
SilverOak Wealth Management LLC
NEW
Shares2,705
Change+2,705
Value$440.3K
Filed 2026-10-29
TT Capital Management LLC
NEW
Shares2,697
Change+2,697
Value$438.9K
Filed 2026-10-15
Objective Capital Management, LLC
NEW
Shares2,697
Change+2,697
Value$438.9K
Filed 2026-10-13
BCK Partners, Inc.
NEW
Shares2,695
Change+2,695
Value$438.7K
Filed 2026-10-23
WealthCare Asset Management, LLC
NEW
Shares2,694
Change+2,694
Value$438.5K
Filed 2026-10-26
FCG Investment Co
NEW
Shares2,691
Change+2,691
Value$438.0K
Filed 2026-10-13
Trademark Financial Management, LLC
NEW
Shares2,684
Change+2,684
Value$436.8K
Filed 2026-10-23
Collaborative Wealth Managment Inc.
NEW
Shares2,682
Change+2,682
Value$436.6K
Filed 2026-11-06
Share Andrew L.
NEW
Shares2,678
Change+2,678
Value$435.8K
Filed 2026-11-06
Financial Planning Navigators Corp
NEW
Shares2,677
Change+2,677
Value$435.7K
Filed 2026-10-14
Seed Wealth Management, Inc.
NEW
Shares2,676
Change+2,676
Value$435.5K
Filed 2026-10-20
Spurstone Advisory Services, LLC
NEW
Shares2,672
Change+2,672
Value$437.7K
Filed 2026-11-02
GFG Capital, LLC
NEW
Shares2,665
Change+2,665
Value$433.7K
Filed 2026-10-16
KW Wealth Management LLC
NEW
Shares2,650
Change+2,650
Value$431.3K
Filed 2026-10-28
Swmg, LLC
NEW
Shares2,636
Change+2,636
Value$469.8K
Filed 2026-10-23
Discipline Wealth Solutions, LLC
NEW
Shares2,636
Change+2,636
Value$428.9K
Filed 2026-10-14
Kingsman Wealth Management, Inc.
NEW
Shares2,633
Change+2,633
Value$428.6K
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
NEW
Shares2,630
Change+2,630
Value$428.0K
Filed 2026-10-15
Intergy Private Wealth, LLC
INCREASED
Shares2,623 from 2,290
Change+333 (+15%)
Value$427.0K (+$113.9K)
Filed 2026-10-16
Tenzing Financial LLC
NEW
Shares2,618
Change+2,618
Value$466.8K
Filed 2026-11-03
Crane Advisory, LLC
NEW
Shares2,606
Change+2,606
Value$427.4K
Filed 2026-10-13
Atlatl Advisers LLC
INCREASED
Shares2,599 from 2,577
Change+22 (+1%)
Value$423.0K (+$70.7K)
Filed 2026-10-22
GoalVest Advisory LLC
DECREASED
Shares2,589 from 2,650
Change-61 (-2%)
Value$421.4K (+$59.1K)
Filed 2026-10-02
Tenret Co LLC
NEW
Shares2,581
Change+2,581
Value$420.1K
Filed 2026-11-02
Elevated Financial Group LLC
NEW
Shares2,579
Change+2,579
Value$419.7K
Filed 2026-10-16
Heathbridge Capital Management Ltd.
NEW
Shares2,575
Change+2,575
Value$419.1K
Filed 2026-10-29
MN Wealth Advisors, LLC
DECREASED
Shares2,567 from 2,602
Change-35 (-1%)
Value$417.8K (+$61.9K)
Filed 2026-10-23
Lakewood Asset Management LLC
NEW
Shares2,560
Change+2,560
Value$416.6K
Filed 2026-10-26
Echo45 Advisors LLC
NEW
Shares2,554
Change+2,554
Value$415.6K
Filed 2026-10-07
Moller Wealth Partners
NEW
Shares2,550
Change+2,550
Value$415.0K
Filed 2026-10-15
BetterWealth, LLC
NEW
Shares2,538
Change+2,538
Value$413.0K
Filed 2026-10-15
Chapman Financial Group, LLC
NEW
Shares2,500
Change+2,500
Value$406.9K
Filed 2026-10-26
Endeavor Private Wealth, Inc.
INCREASED
Shares2,500 from 2,408
Change+92 (+4%)
Value$406.8K (+$77.5K)
Filed 2026-11-05
Hoey Investments, Inc
NEW
Shares2,497
Change+2,497
Value$406.4K
Filed 2026-10-29
Provident Wealth Management, LLC
NEW
Shares2,491
Change+2,491
Value$405.5K
Filed 2026-10-20
Lotus Asset Management LLC
NEW
Shares2,486
Change+2,486
Value$404.4K
Filed 2026-10-14
Gray Private Wealth, LLC
UNCHANGED
Shares2,482 from 2,482
Change0 (0%)
Value$403.9K (+$64.6K)
Filed 2026-10-28
Alterna Wealth Management, Inc
NEW
Shares2,474
Change+2,474
Value$402.6K
Filed 2026-10-27
Shum Financial Group, Inc.
NEW
Shares2,466
Change+2,466
Value$401.3K
Filed 2026-10-13
Willow Creek Capital Management, Inc.
NEW
Shares2,464
Change+2,464
Value$336.9K
Filed 2026-10-16
Liberty Capital Management, Inc.
NEW
Shares2,463
Change+2,463
Value$400.9K
Filed 2026-11-02
Coyle Financial Counsel LLC
NEW
Shares2,458
Change+2,458
Value$400.1K
Filed 2026-10-28
Wakefield Asset Management Lllp
NEW
Shares2,454
Change+2,454
Value$399.4K
Filed 2026-11-05
Elevation Wealth Management LLC
NEW
Shares2,452
Change+2,452
Value$399.1K
Filed 2026-11-02
Washburn Capital Management, Inc.
NEW
Shares2,449
Change+2,449
Value$398.6K
Filed 2026-10-19
Kraft, Davis & Associates, LLC
NEW
Shares2,447
Change+2,447
Value$437.0K
Filed 2026-10-21
Encompass More Asset Management
NEW
Shares2,445
Change+2,445
Value$397.9K
Filed 2026-10-16
Flywheel Private Wealth LLC
NEW
Shares2,445
Change+2,445
Value$397.9K
Filed 2026-11-02
AWM Capital, LLC
NEW
Shares2,441
Change+2,441
Value$397.3K
Filed 2026-10-16
Alpha Advisors, LLC
NEW
Shares2,430
Change+2,430
Value$395.4K
Filed 2026-10-19
Polaris Investment Advisors, LLC
NEW
Shares2,428
Change+2,428
Value$395.2K
Filed 2026-10-20
Dynamic Financial Group
NEW
Shares2,426
Change+2,426
Value$394.9K
Filed 2026-10-28
Brooklyn FI, LLC
NEW
Shares2,424
Change+2,424
Value$410.3K
Filed 2026-11-05
Somerset Trust Co
NEW
Shares2,416
Change+2,416
Value$393.2K
Filed 2026-10-13
Sierra Ocean, LLC
NEW
Shares2,415
Change+2,415
Value$393.1K
Filed 2026-11-03
Avantra Family Wealth, Inc.
NEW
Shares2,408
Change+2,408
Value$391.9K
Filed 2026-10-20
TigerOak Management, L.L.C.
NEW
Shares2,403
Change+2,403
Value$391.1K
Filed 2026-10-23
William John Sempolinski
NEW
Shares2,403
Change+2,403
Value$391.1K
Filed 2026-10-20
Northern Lights Advisors, Inc.
NEW
Shares2,380
Change+2,380
Value$387.3K
Filed 2026-10-21
Peterson Wealth Management
NEW
Shares2,379
Change+2,379
Value$387.1K
Filed 2026-11-06
Wise Wealth Partners
NEW
Shares2,377
Change+2,377
Value$386.8K
Filed 2026-10-14
Gibson Capital, LLC
NEW
Shares2,376
Change+2,376
Value$386.7K
Filed 2026-10-23
truNorth Financial Services, Inc.
DECREASED
Shares2,366 from 2,476
Change-110 (-4%)
Value$385.0K (+$46.5K)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
NEW
Shares2,365
Change+2,365
Value$387.7K
Filed 2026-10-27
Three Magnolias Financial Advisors, LLC
NEW
Shares2,363
Change+2,363
Value$384.6K
Filed 2026-10-14
Lake Hills Wealth Management, LLC
NEW
Shares2,361
Change+2,361
Value$384.3K
Filed 2026-10-07
Monetary Solutions, Ltd
INCREASED
Shares2,359 from 2,352
Change+7 (+0%)
Value$383.9K (+$62.4K)
Filed 2026-10-22
Costello Asset Management, Inc
NEW
Shares2,355
Change+2,355
Value$383.2K
Filed 2026-10-30
Petros Family Wealth, LLC
NEW
Shares2,349
Change+2,349
Value$382.3K
Filed 2026-10-28
25 LLC
NEW
Shares2,346
Change+2,346
Value$381.9K
Filed 2026-10-13
Chiron Capital Management, LLC
NEW
Shares2,345
Change+2,345
Value$381.6K
Filed 2026-10-15
Paladin Wealth, LLC
NEW
Shares2,344
Change+2,344
Value$381.5K
Filed 2026-10-23
Altar Rock LLC
NEW
Shares2,334
Change+2,334
Value$394.3K
Filed 2026-11-06
Global Wealth Strategies & Associates
NEW
Shares2,333
Change+2,333
Value$379.8K
Filed 2026-10-02
Strategic Family Wealth Counselors, L.L.C.
NEW
Shares2,330
Change+2,330
Value$379.2K
Filed 2026-10-29
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares2,326 from 2,223
Change+103 (+5%)
Value$378.5K (+$74.6K)
Filed 2026-10-15
Astra Wealth Partners LLC
NEW
Shares2,320
Change+2,320
Value$377.7K
Filed 2026-11-06
MinichMacGregor Wealth Management, LLC
NEW
Shares2,319
Change+2,319
Value$377.4K
Filed 2026-10-14
Skylands Capital, LLC
NEW
Shares2,316
Change+2,316
Value$376.9K
Filed 2026-10-21
Dynamic Wealth Strategies, LLC
DECREASED
Shares2,307 from 2,313
Change-6 (0%)
Value$375.5K (+$59.2K)
Filed 2026-10-16
Jefferies Financial Group Inc.
NEW
Shares2,298
Change+2,298
Value$374.0K
Filed 2026-11-05
High Point Wealth Management, LLC
UNCHANGED
Shares2,289 from 2,289
Change0 (0%)
Value$372.5K (+$59.6K)
Filed 2026-11-05
Pflug Koory, LLC
NEW
Shares2,282
Change+2,282
Value$371.4K
Filed 2026-10-26
Legacy Edge Advisors, LLC
NEW
Shares2,270
Change+2,270
Value$369.4K
Filed 2026-11-06
American Institute for Advanced Investment Management, LLP
NEW
Shares2,257
Change+2,257
Value$367.3K
Filed 2026-11-03
Affiance Financial, LLC
NEW
Shares2,256
Change+2,256
Value$367.3K
Filed 2026-10-15
Financial Life Advisors
NEW
Shares2,246
Change+2,246
Value$365.6K
Filed 2026-10-14
Conestoga Capital Advisors, LLC
NEW
Shares2,244
Change+2,244
Value$365.2K
Filed 2026-11-02
My Personal CFO, LLC
NEW
Shares2,242
Change+2,242
Value$364.9K
Filed 2026-10-14
Dorato Capital Management
NEW
Shares2,236
Change+2,236
Value$366.9K
Filed 2026-10-08
Kaydan Wealth Management, Inc.
NEW
Shares2,232
Change+2,232
Value$363.3K
Filed 2026-10-08
LFG Wealth Partners, LLC
NEW
Shares2,232
Change+2,232
Value$363.3K
Filed 2026-10-28
Lawood & Co
NEW
Shares2,223
Change+2,223
Value$361.8K
Filed 2026-10-09
AAF Wealth Management, LLC
NEW
Shares2,221
Change+2,221
Value$361.4K
Filed 2026-10-28
Iams Wealth Management, LLC
NEW
Shares2,209
Change+2,209
Value$359.6K
Filed 2026-10-15
Succession Financial, Inc.
NEW
Shares2,206
Change+2,206
Value$359.0K
Filed 2026-10-14
Cushing Capital Partners, LLC
NEW
Shares2,198
Change+2,198
Value$357.8K
Filed 2026-10-20
ASL Financial, LLC
NEW
Shares2,191
Change+2,191
Value$356.6K
Filed 2026-10-15
Mach-1 Financial Group, LLC
NEW
Shares2,176
Change+2,176
Value$354.1K
Filed 2026-11-06
PMG Family Office LLC
NEW
Shares2,174
Change+2,174
Value$353.8K
Filed 2026-10-19
WP Advisors, LLC
NEW
Shares2,167
Change+2,167
Value$352.7K
Filed 2026-10-22
Three Arch Wealth Management LLC
NEW
Shares2,167
Change+2,167
Value$352.7K
Filed 2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
NEW
Shares2,160
Change+2,160
Value$351.5K
Filed 2026-10-16
rebel Financial LLC
NEW
Shares2,151
Change+2,151
Value$350.1K
Filed 2026-11-04
Avid Wealth Partners LLC
NEW
Shares2,149
Change+2,149
Value$349.8K
Filed 2026-11-03
S&A Financial Services, Inc.
NEW
Shares2,146
Change+2,146
Value$349.3K
Filed 2026-11-03
Southern Financial Group, LLC
NEW
Shares2,146
Change+2,146
Value$349.3K
Filed 2026-10-30
Avail Investment Partners, LLC
NEW
Shares2,135
Change+2,135
Value$347.5K
Filed 2026-10-16
Emergent Wealth Advisors, LLC
NEW
Shares2,122
Change+2,122
Value$345.4K
Filed 2026-10-09
Capital Management Corp
NEW
Shares2,120
Change+2,120
Value$345.1K
Filed 2026-10-29
Ironwood Financial, llc
NEW
Shares2,119
Change+2,119
Value$344.9K
Filed 2026-10-20
Master's Wealth Management Inc.
NEW
Shares2,111
Change+2,111
Value$343.6K
Filed 2026-10-22
Parisi Gray Wealth Management
NEW
Shares2,107
Change+2,107
Value$342.9K
Filed 2026-10-16
WPG Advisers, LLC
NEW
Shares2,103
Change+2,103
Value$342.3K
Filed 2026-10-27
PVG Asset Management Corp
NEW
Shares2,092
Change+2,092
Value$340.5K
Filed 2026-10-19
Paller Financial Services Inc
NEW
Shares2,091
Change+2,091
Value$340.3K
Filed 2026-10-13
First Financial Group Corp
NEW
Shares2,090
Change+2,090
Value$340.3K
Filed 2026-10-22
Financially Speaking Inc
NEW
Shares2,088
Change+2,088
Value$339.8K
Filed 2026-11-05
Darden Wealth Group Inc
NEW
Shares2,078
Change+2,078
Value$338.2K
Filed 2026-11-06
Todd Wealth Management, LLC
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$337.9K (+$54.1K)
Filed 2026-10-19
Arthur M. Cohen & Associates, LLC
NEW
Shares2,075
Change+2,075
Value$337.7K
Filed 2026-10-26
Dala Group, LLC
NEW
Shares2,069
Change+2,069
Value$336.7K
Filed 2026-10-29
Mraz, Amerine & Associates, Inc.
NEW
Shares2,064
Change+2,064
Value$335.9K
Filed 2026-10-30
Park Capital Management, LLC / WI
NEW
Shares2,063
Change+2,063
Value$335.8K
Filed 2026-10-13
FSA Wealth Partners, Inc.
NEW
Shares2,061
Change+2,061
Value$335.4K
Filed 2026-10-26
Cpwa, LLC
NEW
Shares2,055
Change+2,055
Value$353.7K
Filed 2026-11-04
James Reed Financial Services, Inc.
NEW
Shares2,053
Change+2,053
Value$334.1K
Filed 2026-10-26
Nottingham Advisors, Inc.
NEW
Shares2,053
Change+2,053
Value$336.8K
Filed 2026-10-29
City Center Advisors, LLC
NEW
Shares2,051
Change+2,051
Value$333.8K
Filed 2026-10-08
Saybrook Capital
INCREASED
Shares2,045 from 1,995
Change+50 (+3%)
Value$332.8K (+$60.1K)
Filed 2026-10-27
Stephenson & Company, Inc.
NEW
Shares2,043
Change+2,043
Value$332.5K
Filed 2026-10-30
United Financial Planning Group LLC
NEW
Shares2,040
Change+2,040
Value$332.0K
Filed 2026-11-04
HT Partners LLC
NEW
Shares2,039
Change+2,039
Value$331.8K
Filed 2026-10-20
Tower View Wealth Management LLC
NEW
Shares2,038
Change+2,038
Value$331.7K
Filed 2026-10-23
PFW Advisors LLC
NEW
Shares2,036
Change+2,036
Value$331.4K
Filed 2026-10-07
BAM Wealth Management, LLC
NEW
Shares2,034
Change+2,034
Value$331.0K
Filed 2026-10-15
Clay Northam Wealth Management, LLC
NEW
Shares2,034
Change+2,034
Value$331.0K
Filed 2026-10-13
Compass Wealth Management, LLC
NEW
Shares2,018
Change+2,018
Value$328.5K
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW
Shares2,014
Change+2,014
Value$327.8K
Filed 2026-10-14
Catalyst Investment Management LLC
NEW
Shares2,006
Change+2,006
Value$326.5K
Filed 2026-10-21
Bensler, LLC
NEW
Shares2,006
Change+2,006
Value$326.4K
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares2,004 from 1,750
Change+254 (+15%)
Value$326.1K (+$86.9K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
NEW
Shares2,003
Change+2,003
Value$326.1K
Filed 2026-11-02
Cultivar Capital, Inc.
NEW
Shares2,001
Change+2,001
Value$325.7K
Filed 2026-10-14
Mainsail Asset Management, LLC
NEW
Shares2,000
Change+2,000
Value$329.0K
Filed 2026-10-14
Pacific Wealth Strategies Group, Inc.
NEW
Shares2,000
Change+2,000
Value$325.5K
Filed 2026-11-02
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares1,994
Change+1,994
Value$324.5K
Filed 2026-10-28
Bonfire Financial
NEW
Shares1,992
Change+1,992
Value$324.2K
Filed 2026-11-06
Semus Wealth Partners LLC
NEW
Shares1,990
Change+1,990
Value$323.9K
Filed 2026-10-22
Stewardship Advisors, LLC
NEW
Shares1,987
Change+1,987
Value$323.4K
Filed 2026-10-20
Redwood Park Advisors LLC
NEW
Shares1,984
Change+1,984
Value$322.9K
Filed 2026-11-02
Lipe & Dalton
NEW
Shares1,983
Change+1,983
Value$323.0K
Filed 2026-10-15
Index Fund Advisors, Inc.
NEW
Shares1,981
Change+1,981
Value$322.3K
Filed 2026-11-05
Northwest Financial Advisors
NEW
Shares1,981
Change+1,981
Value$322.3K
Filed 2026-10-27
Hassell Wealth Management, LLC
NEW
Shares1,974
Change+1,974
Value$321.3K
Filed 2026-10-19
Spectrum Advisors, Inc.
NEW
Shares1,972
Change+1,972
Value$320.9K
Filed 2026-11-03
Robbins Farley
NEW
Shares1,969
Change+1,969
Value$320.5K
Filed 2026-10-21
Greenhouse Wealth Management, LLC
NEW
Shares1,967
Change+1,967
Value$320.2K
Filed 2026-10-20
JAG Capital Management, LLC
NEW
Shares1,962
Change+1,962
Value$319.3K
Filed 2026-11-06
Omega Financial Group, LLC
NEW
Shares1,959
Change+1,959
Value$318.9K
Filed 2026-10-29
Compton Wealth Advisory Group, LLC
NEW
Shares1,957
Change+1,957
Value$320.6K
Filed 2026-10-13
Financial Enhancement Group LLC
NEW
Shares1,956
Change+1,956
Value$320.9K
Filed 2026-10-08
Yoder Wealth Management, Inc.
NEW
Shares1,951
Change+1,951
Value$317.5K
Filed 2026-10-13
Cambridge Capital Management, LLC
NEW
Shares1,930
Change+1,930
Value$314.1K
Filed 2026-10-19
Jacksonville Wealth Management, LLC
NEW
Shares1,926
Change+1,926
Value$313.5K
Filed 2026-10-30
Gerber, LLC
NEW
Shares1,918
Change+1,918
Value$312.2K
Filed 2026-10-21
Riggs Asset Managment Co. Inc.
NEW
Shares1,915
Change+1,915
Value$311.7K
Filed 2026-11-05
Walker Financial Services, Inc.
NEW
Shares1,892
Change+1,892
Value$308.0K
Filed 2026-10-26
Midwest Financial Partners Investments, Inc.
NEW
Shares1,888
Change+1,888
Value$307.2K
Filed 2026-10-08
Five Oceans Advisors
NEW
Shares1,887
Change+1,887
Value$307.1K
Filed 2026-10-22
Compass Financial Services Inc
NEW
Shares1,877
Change+1,877
Value$305.5K
Filed 2026-11-06
EnRich Financial Partners LLC
NEW
Shares1,872
Change+1,872
Value$304.7K
Filed 2026-10-21
Olio Financial Planning
NEW
Shares1,866
Change+1,866
Value$303.7K
Filed 2026-10-22
Arkansas Financial Group, Inc.
NEW
Shares1,865
Change+1,865
Value$303.5K
Filed 2026-10-26
WealthSpring Partners, LLC
NEW
Shares1,860
Change+1,860
Value$302.7K
Filed 2026-10-14
Sage Investment Advisers LLC
NEW
Shares1,858
Change+1,858
Value$302.3K
Filed 2026-10-21
Wrenne Financial Planning LLC
NEW
Shares1,848
Change+1,848
Value$300.9K
Filed 2026-10-30
Wealthstar Advisors, LLC
NEW
Shares1,846
Change+1,846
Value$300.5K
Filed 2026-10-19
marrick wealth, LLC
NEW
Shares1,846
Change+1,846
Value$300.4K
Filed 2026-10-20
Wealthcare Capital Partners, LLC
NEW
Shares1,845
Change+1,845
Value$300.2K
Filed 2026-10-21
Mid-American Wealth Advisory Group, Inc.
NEW
Shares1,845
Change+1,845
Value$300.2K
Filed 2026-10-21
Safir Wealth Advisors, LLC
NEW
Shares1,832
Change+1,832
Value$298.2K
Filed 2026-10-16
N10 Wealth, LLC
NEW
Shares1,818
Change+1,818
Value$295.9K
Filed 2026-10-14
Affinity Wealth LLC
NEW
Shares1,816
Change+1,816
Value$332.7K
Filed 2026-11-03
Signet Investment Advisory Group, Inc.
NEW
Shares1,807
Change+1,807
Value$294.1K
Filed 2026-10-30
Richardson Financial Services Inc.
NEW
Shares1,805
Change+1,805
Value$293.8K
Filed 2026-10-30
FSA Investment Group, LLC
NEW
Shares1,802
Change+1,802
Value$293.3K
Filed 2026-10-07
Phoenix Wealth Advisors
NEW
Shares1,802
Change+1,802
Value$293.2K
Filed 2026-11-03
Wilkerson Advisory Group LLC
INCREASED
Shares1,802 from 1,788
Change+14 (+1%)
Value$293.3K (+$48.8K)
Filed 2026-10-20
Cordoba Advisory Partners LLC
NEW
Shares1,797
Change+1,797
Value$292.5K
Filed 2026-10-19
Nautilus Advisors LLC
NEW
Shares1,790
Change+1,790
Value$291.4K
Filed 2026-10-07
Ticino Wealth
NEW
Shares1,782
Change+1,782
Value$290.0K
Filed 2026-10-13
Lynch Investment Planning, LLC
NEW
Shares1,773
Change+1,773
Value$288.5K
Filed 2026-10-27
Vision Capital Management, Inc.
NEW
Shares1,772
Change+1,772
Value$288.4K
Filed 2026-10-20
AmeriServ Wealth Advisors
NEW
Shares1,768
Change+1,768
Value$287.7K
Filed 2026-10-21
Penobscot Wealth Management
NEW
Shares1,764
Change+1,764
Value$287.1K
Filed 2026-10-21
Juno Financial Group LLC
NEW
Shares1,761
Change+1,761
Value$286.5K
Filed 2026-10-27
Simplify Asset Management Inc.
NEW
Shares1,760
Change+1,760
Value$286.4K
Filed 2026-10-27
Gordian Advisors LLC
NEW
Shares1,759
Change+1,759
Value$286.3K
Filed 2026-10-30
Dorval Corp
NEW
Shares1,757
Change+1,757
Value$285.9K
Filed 2026-10-29
TPG Advisors LLC
NEW
Shares1,751
Change+1,751
Value$285.0K
Filed 2026-10-16
Bayshore Asset Management, LLC
NEW
Shares1,751
Change+1,751
Value$301.4K
Filed 2026-11-03
RAM Investment Partners, LLC
NEW
Shares1,750
Change+1,750
Value$284.8K
Filed 2026-10-21
Ferguson Shapiro LLC
NEW
Shares1,750
Change+1,750
Value$284.9K
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
NEW
Shares1,750
Change+1,750
Value$284.8K
Filed 2026-10-20
Gilpin Wealth Management, LLC
NEW
Shares1,746
Change+1,746
Value$284.2K
Filed 2026-10-09
Prudent Man Investment Management, Inc.
NEW
Shares1,745
Change+1,745
Value$283.9K
Filed 2026-11-03
Friday Financial
NEW
Shares1,744
Change+1,744
Value$285.8K
Filed 2026-10-09
SigFig Wealth Management, LLC
NEW
Shares1,740
Change+1,740
Value$283.2K
Filed 2026-10-07
Aquire Wealth Advisors, LLC
NEW
Shares1,731
Change+1,731
Value$281.7K
Filed 2026-10-23
Cottage Street Advisors LLC
NEW
Shares1,729
Change+1,729
Value$281.5K
Filed 2026-10-19
Natural Investments, LLC
NEW
Shares1,728
Change+1,728
Value$281.2K
Filed 2026-11-06
Davidson Kahn Capital Management, LLC
NEW
Shares1,727
Change+1,727
Value$281.1K
Filed 2026-10-26
Oasis Advisors, LLC
NEW
Shares1,723
Change+1,723
Value$280.3K
Filed 2026-10-16
Madrona Financial Services, LLC
NEW
Shares1,722
Change+1,722
Value$280.3K
Filed 2026-10-23
Brown Financial Advisory
NEW
Shares1,719
Change+1,719
Value$279.8K
Filed 2026-11-05
Michael Brady & Co., LLC
NEW
Shares1,716
Change+1,716
Value$279.3K
Filed 2026-10-23
R2 Capital Strategies, LLC
NEW
Shares1,712
Change+1,712
Value$278.7K
Filed 2026-10-15
Elco Management Co., LLC
NEW
Shares1,710
Change+1,710
Value$278.3K
Filed 2026-10-14
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$278.3K (+$44.5K)
Filed 2026-10-09
Livet Wealth, LLC
NEW
Shares1,709
Change+1,709
Value$278.1K
Filed 2026-10-27
Cottonwood Capital Advisors, LLC
NEW
Shares1,707
Change+1,707
Value$277.9K
Filed 2026-10-20
Penney Financial, LLC
NEW
Shares1,705
Change+1,705
Value$277.5K
Filed 2026-10-20
Financial Perspectives, Inc
NEW
Shares1,705
Change+1,705
Value$277.5K
Filed 2026-11-03
Woodward Financial Advisors, Inc.
NEW
Shares1,702
Change+1,702
Value$277.0K
Filed 2026-10-19
River Street Advisors LLC
NEW
Shares1,702
Change+1,702
Value$277.0K
Filed 2026-10-22
Beaumont Asset Management, L.L.C.
NEW
Shares1,699
Change+1,699
Value$276.6K
Filed 2026-10-16
Tepp RIA, LLC
NEW
Shares1,698
Change+1,698
Value$276.4K
Filed 2026-10-14
Ergawealth Advisors, Inc.
NEW
Shares1,696
Change+1,696
Value$276.1K
Filed 2026-10-21
Capital Planning LLC
NEW
Shares1,689
Change+1,689
Value$274.9K
Filed 2026-10-09
Carolina Wealth Management Inc
NEW
Shares1,685
Change+1,685
Value$274.3K
Filed 2026-10-29
Thompson Davis & Co., Inc.
NEW
Shares1,681
Change+1,681
Value$273.6K
Filed 2026-11-05
Leverty Financial Group, LLC
NEW
Shares1,681
Change+1,681
Value$273.5K
Filed 2026-10-08
Family Capital Management, Inc.
NEW
Shares1,681
Change+1,681
Value$273.6K
Filed 2026-11-03
AXS Investments LLC
NEW
Shares1,677
Change+1,677
Value$272.9K
Filed 2026-11-04
Prosperity Financial Group, Inc.
NEW
Shares1,674
Change+1,674
Value$272.5K
Filed 2026-10-29
Promethium Advisors,llc
NEW
Shares1,672
Change+1,672
Value$272.1K
Filed 2026-10-19
Advocate Investing Services LLC
NEW
Shares1,669
Change+1,669
Value$271.7K
Filed 2026-10-26
Human Investing LLC
NEW
Shares1,667
Change+1,667
Value$271.3K
Filed 2026-10-19
Tiller Private Wealth, Inc.
NEW
Shares1,666
Change+1,666
Value$271.1K
Filed 2026-10-26
SwitchPoint Financial Planning, LLC
NEW
Shares1,665
Change+1,665
Value$271.0K
Filed 2026-11-02
Tucker Asset Management LLC
NEW
Shares1,663
Change+1,663
Value$270.7K
Filed 2026-10-29
Heritage OAK Wealth Advisors LLC
NEW
Shares1,662
Change+1,662
Value$270.4K
Filed 2026-10-14
Seek First Inc.
NEW
Shares1,660
Change+1,660
Value$270.1K
Filed 2026-10-27
Flavin Financial Services, Inc.
NEW
Shares1,657
Change+1,657
Value$269.6K
Filed 2026-10-21
FDx Advisors, Inc.
NEW
Shares1,655
Change+1,655
Value$269.0K
Filed 2026-11-05
Ball & Co Wealth Management Inc.
NEW
Shares1,655
Change+1,655
Value$269.5K
Filed 2026-11-05
Valtinson Bruner Financial Planning LLC
NEW
Shares1,654
Change+1,654
Value$269.2K
Filed 2026-11-02
Myecfo, LLC
NEW
Shares1,654
Change+1,654
Value$269.2K
Filed 2026-10-14
Gold Investment Management Ltd.
NEW
Shares1,654
Change+1,654
Value$269.2K
Filed 2026-10-19
Morton Brown Family Wealth, LLC
INCREASED
Shares1,654 from 1,012
Change+642 (+63%)
Value$269.3K (+$130.9K)
Filed 2026-10-23
Guardian Financial Partners, LLC
NEW
Shares1,645
Change+1,645
Value$267.7K
Filed 2026-11-04
Burns Matteson Capital Management, LLC
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$266.9K (+$42.7K)
Filed 2026-10-16
Total Investment Management Inc
NEW
Shares1,634
Change+1,634
Value$265.9K
Filed 2026-10-22
Stegner Investment Associates Inc.
NEW
Shares1,628
Change+1,628
Value$265.0K
Filed 2026-10-15
Vima LLC
NEW
Shares1,627
Change+1,627
Value$264.8K
Filed 2026-10-23
Kachkovsky & Fisher, Inc.
NEW
Shares1,625
Change+1,625
Value$264.5K
Filed 2026-10-21
SFE Investment Counsel
NEW
Shares1,624
Change+1,624
Value$264.3K
Filed 2026-10-29
Englebert Financial Advisers, LLC
NEW
Shares1,623
Change+1,623
Value$264.1K
Filed 2026-10-20
Dahring | Cusmano LLC
NEW
Shares1,621
Change+1,621
Value$263.8K
Filed 2026-11-03
Lionshead Wealth Management, LLC
NEW
Shares1,620
Change+1,620
Value$263.7K
Filed 2026-10-21
Sicart Associates LLC
NEW
Shares1,619
Change+1,619
Value$289.8K
Filed 2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares1,614
Change+1,614
Value$262.7K
Filed 2026-10-28
Sensenig Capital Advisors, Inc
NEW
Shares1,608
Change+1,608
Value$261.7K
Filed 2026-10-23
Willner & Heller, LLC
NEW
Shares1,607
Change+1,607
Value$261.5K
Filed 2026-10-28
Marest Capital, LLC
NEW
Shares1,602
Change+1,602
Value$261.6K
Filed 2026-10-23
Davidson Investment Advisors
NEW
Shares1,601
Change+1,601
Value$260.6K
Filed 2026-10-20
William Allan Corp
NEW
Shares1,597
Change+1,597
Value$259.9K
Filed 2026-10-14
Mokosak Advisory Group, LLC
NEW
Shares1,590
Change+1,590
Value$258.8K
Filed 2026-10-20
Shah Wealth Advisors, LLC
DECREASED
Shares1,589 from 10,729
Change-9,140 (-85%)
Value$258.6K (-$1.2M)
Filed 2026-11-06
Blue Square Asset Management, LLC
NEW
Shares1,585
Change+1,585
Value$258.0K
Filed 2026-11-02
Primoris Wealth Advisors, LLC
NEW
Shares1,583
Change+1,583
Value$257.6K
Filed 2026-10-28
WT Wealth Management
NEW
Shares1,581
Change+1,581
Value$257.3K
Filed 2026-10-13
Cathy Pareto & Associates, Inc
NEW
Shares1,564
Change+1,564
Value$254.4K
Filed 2026-10-15
Quartz Partners, LLC
NEW
Shares1,563
Change+1,563
Value$254.4K
Filed 2026-11-03
Prosperitas Financial LLC
NEW
Shares1,563
Change+1,563
Value$254.3K
Filed 2026-10-28
SFI Advisors, LLC
NEW
Shares1,560
Change+1,560
Value$254.0K
Filed 2026-10-30
NBZ Investment Advisors LLC
NEW
Shares1,560
Change+1,560
Value$253.8K
Filed 2026-10-30
Uptown Financial Advisors LLC
NEW
Shares1,557
Change+1,557
Value$253.4K
Filed 2026-10-15
Clearwater Capital Advisors, LLC
NEW
Shares1,555
Change+1,555
Value$253.1K
Filed 2026-11-06
Altiora Financial Group, LLC
NEW
Shares1,551
Change+1,551
Value$252.4K
Filed 2026-11-04
Goodman Advisory Group, LLC
NEW
Shares1,550
Change+1,550
Value$252.3K
Filed 2026-11-02
Sensible Money, LLC
NEW
Shares1,538
Change+1,538
Value$250.3K
Filed 2026-10-20
Prism Planning Partners LLC
NEW
Shares1,530
Change+1,530
Value$249.0K
Filed 2026-10-27
SFM, LLC d/b/a Sweeney Financial Advisors
NEW
Shares1,529
Change+1,529
Value$248.9K
Filed 2026-10-14
Euro Pacific Asset Management, LLC
NEW
Shares1,529
Change+1,529
Value$248.8K
Filed 2026-11-03
New Harbor Financial Group, LLC
NEW
Shares1,525
Change+1,525
Value$248.2K
Filed 2026-10-22
CKW Financial Group
NEW
Shares1,523
Change+1,523
Value$250.0K
Filed 2026-10-29
Hoese & Co LLP
NEW
Shares1,521
Change+1,521
Value$247.5K
Filed 2026-10-21
Elevate Wealth Advisory, Inc
NEW
Shares1,521
Change+1,521
Value$247.5K
Filed 2026-10-29
Welch Financial Planning, LLC
NEW
Shares1,518
Change+1,518
Value$247.1K
Filed 2026-11-06
Keeler & Nadler Financial Planning & Wealth Management
NEW
Shares1,517
Change+1,517
Value$246.8K
Filed 2026-10-28
Bosman Wealth Management, LLC
NEW
Shares1,512
Change+1,512
Value$246.1K
Filed 2026-10-28
AUA Capital Management, LLC
NEW
Shares1,509
Change+1,509
Value$245.6K
Filed 2026-10-15
Clear Investment Research, LLC
NEW
Shares1,507
Change+1,507
Value$245.2K
Filed 2026-11-06
Neumann Capital Management, LLC
NEW
Shares1,506
Change+1,506
Value$245.1K
Filed 2026-10-15
DecisionPoint Financial, LLC
NEW
Shares1,500
Change+1,500
Value$245.7K
Filed 2026-10-27
Covestor Ltd
NEW
Shares1,499
Change+1,499
Value$244.0K
Filed 2026-10-30
Financial Harvest, LLC
NEW
Shares1,494
Change+1,494
Value$243.2K
Filed 2026-10-15
Serenity Investment Advisors
NEW
Shares1,483
Change+1,483
Value$241.4K
Filed 2026-10-30
Meridian Financial Advisors, LLC
NEW
Shares1,481
Change+1,481
Value$241.0K
Filed 2026-10-14
NorthLanding Financial Partners, LLC
NEW
Shares1,480
Change+1,480
Value$240.8K
Filed 2026-10-15
Ahara Advisors LLC
NEW
Shares1,480
Change+1,480
Value$240.9K
Filed 2026-10-29
Brighton Securities Corp.
NEW
Shares1,474
Change+1,474
Value$239.9K
Filed 2026-10-08
Taylor Securities Services, Inc.
NEW
Shares1,473
Change+1,473
Value$239.8K
Filed 2026-10-20
Purus Wealth Management, LLC
NEW
Shares1,469
Change+1,469
Value$239.1K
Filed 2026-10-15
Omnitrust Wealth Management, Inc
NEW
Shares1,467
Change+1,467
Value$238.8K
Filed 2026-11-02
IMG Wealth Management, Inc.
NEW
Shares1,460
Change+1,460
Value$237.6K
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
NEW
Shares1,451
Change+1,451
Value$236.1K
Filed 2026-11-05
Independent Wealth Advisors LLC
NEW
Shares1,449
Change+1,449
Value$235.8K
Filed 2026-10-27
TFB Advisors LLC
NEW
Shares1,443
Change+1,443
Value$234.8K
Filed 2026-11-02
Kondo Wealth Advisors, Inc.
NEW
Shares1,442
Change+1,442
Value$234.7K
Filed 2026-10-19
Gallacher Capital Management LLC
NEW
Shares1,441
Change+1,441
Value$234.6K
Filed 2026-10-30
Breakwater Investment Management
NEW
Shares1,440
Change+1,440
Value$234.4K
Filed 2026-10-20
Opulen Financial Group LLC
NEW
Shares1,440
Change+1,440
Value$234.4K
Filed 2026-10-22
Keeler Thomas Management LLC
NEW
Shares1,438
Change+1,438
Value$234.0K
Filed 2026-10-29
Clark Wealth Partners
NEW
Shares1,437
Change+1,437
Value$233.8K
Filed 2026-10-19
Lpwm LLC
NEW
Shares1,434
Change+1,434
Value$233.3K
Filed 2026-10-20
Sara-Bay Financial
NEW
Shares1,433
Change+1,433
Value$233.1K
Filed 2026-10-21
Mason & Associates, LLC
NEW
Shares1,432
Change+1,432
Value$233.1K
Filed 2026-10-26
Clark Financial Services Group Inc
NEW
Shares1,430
Change+1,430
Value$232.8K
Filed 2026-10-19
Foundry Financial LLC
NEW
Shares1,429
Change+1,429
Value$232.6K
Filed 2026-10-16
Wealth Preservation Advisors, LLC
NEW
Shares1,427
Change+1,427
Value$232.2K
Filed 2026-11-05
Foronjy Financial LLC
NEW
Shares1,426
Change+1,426
Value$232.1K
Filed 2026-10-14
Clearwave Capital, LLC
NEW
Shares1,426
Change+1,426
Value$232.2K
Filed 2026-10-27
Innovative Wealth Building LLC
NEW
Shares1,419
Change+1,419
Value$231.0K
Filed 2026-10-14
Compass Financial Group, Inc
NEW
Shares1,418
Change+1,418
Value$230.7K
Filed 2026-10-13
Capital Management Associates, Inc
NEW
Shares1,416
Change+1,416
Value$230.5K
Filed 2026-10-20
Chris Bulman Inc
NEW
Shares1,416
Change+1,416
Value$230.4K
Filed 2026-10-20
Valen Private Capital, LLC
NEW
Shares1,415
Change+1,415
Value$230.2K
Filed 2026-10-23
IronBridge Private Wealth, LLC
NEW
Shares1,412
Change+1,412
Value$229.7K
Filed 2026-11-03
Fortune Financial Group, Inc.
NEW
Shares1,404
Change+1,404
Value$228.5K
Filed 2026-10-22
Silverleafe Capital Partners, LLC
NEW
Shares1,401
Change+1,401
Value$228.0K
Filed 2026-10-02
Networth Advisors, LLC
NEW
Shares1,401
Change+1,401
Value$228.0K
Filed 2026-11-03
Beutel, Goodman & Co Ltd.
NEW
Shares1,400
Change+1,400
Value$227.0K
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
NEW
Shares1,400
Change+1,400
Value$227.9K
Filed 2026-11-02
Hutchens & Kramer Investment Management Group, LLC
NEW
Shares1,399
Change+1,399
Value$227.7K
Filed 2026-10-16
Creekside Partners
NEW
Shares1,397
Change+1,397
Value$227.4K
Filed 2026-11-04
Alliance Private Wealth, LLC
NEW
Shares1,396
Change+1,396
Value$227.2K
Filed 2026-10-20
Matauro, LLC
NEW
Shares1,395
Change+1,395
Value$227.0K
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
NEW
Shares1,395
Change+1,395
Value$227.1K
Filed 2026-10-15
Steinberganna Wealth Management
NEW
Shares1,393
Change+1,393
Value$226.7K
Filed 2026-10-23
AMI Investment Management Inc
NEW
Shares1,388
Change+1,388
Value$225.9K
Filed 2026-10-27
Global Wealth Management, LLC
NEW
Shares1,386
Change+1,386
Value$225.5K
Filed 2026-10-15
BFI Wealth Solutions, LLC
NEW
Shares1,384
Change+1,384
Value$225.2K
Filed 2026-10-16
Essential Planning, Llc.
NEW
Shares1,384
Change+1,384
Value$225.2K
Filed 2026-10-21
B&D White Capital Company, LLC
NEW
Shares1,380
Change+1,380
Value$224.6K
Filed 2026-11-02
Rakuten Securities, Inc.
NEW
Shares1,379
Change+1,379
Value$224.4K
Filed 2026-11-02
Madson Wealth Advisors Inc
NEW
Shares1,378
Change+1,378
Value$224.3K
Filed 2026-10-13
Sightline Wealth Advisors, LLC
NEW
Shares1,378
Change+1,378
Value$224.3K
Filed 2026-10-21
MY Wealth Management Inc.
NEW
Shares1,364
Change+1,364
Value$222.0K
Filed 2026-10-21
Elite Life Management LLC
NEW
Shares1,361
Change+1,361
Value$225.0K
Filed 2026-11-06
Woodside Wealth Management LLC
NEW
Shares1,358
Change+1,358
Value$221.0K
Filed 2026-10-16
Canton Hathaway, LLC
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$218.9K (+$35.0K)
Filed 2026-10-23
Bernzott Capital Advisors
NEW
Shares1,344
Change+1,344
Value$218.7K
Filed 2026-10-29
Gimbal Financial
NEW
Shares1,344
Change+1,344
Value$218.7K
Filed 2026-10-19
McNaughton Wealth Management, LLC
NEW
Shares1,339
Change+1,339
Value$217.9K
Filed 2026-10-09
Cedar Point Capital Partners, LLC
NEW
Shares1,335
Change+1,335
Value$217.3K
Filed 2026-10-29
Sage Financial Management Group, Inc.
NEW
Shares1,326
Change+1,326
Value$215.7K
Filed 2026-11-06
Foundry Financial Group, Inc.
NEW
Shares1,324
Change+1,324
Value$215.5K
Filed 2026-10-28
James Hambro & Partners LLP
NEW
Shares1,322
Change+1,322
Value$215.3K
Filed 2026-10-19
FF Advisors,LLC
NEW
Shares1,322
Change+1,322
Value$215.2K
Filed 2026-10-21
Hegarty Advisors, LLC
NEW
Shares1,321
Change+1,321
Value$215.0K
Filed 2026-10-20
Brown Shipley& Co Ltd
NEW
Shares1,316
Change+1,316
Value$214.2K
Filed 2026-10-09
Klein Pavlis & Peasley Financial, Inc.
NEW
Shares1,312
Change+1,312
Value$213.6K
Filed 2026-10-13
Heffernan Advisory, Inc
NEW
Shares1,312
Change+1,312
Value$213.5K
Filed 2026-10-13
Financial Symmetry Inc
NEW
Shares1,309
Change+1,309
Value$213.0K
Filed 2026-10-06
Guild Investment Management, Inc.
NEW
Shares1,303
Change+1,303
Value$212.1K
Filed 2026-11-03
Essential Partners LLC
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$212.1K (+$33.9K)
Filed 2026-10-14
Parkshore Wealth Management, Inc.
NEW
Shares1,294
Change+1,294
Value$210.5K
Filed 2026-10-13
Shepherd Street Advisors LLC
NEW
Shares1,293
Change+1,293
Value$218.4K
Filed 2026-10-21
SRH Advisors, LLC
NEW
Shares1,293
Change+1,293
Value$210.4K
Filed 2026-10-22
Wolff Wiese Magana LLC
NEW
Shares1,292
Change+1,292
Value$210.3K
Filed 2026-10-15
Legacy CG, LLC
NEW
Shares1,289
Change+1,289
Value$209.8K
Filed 2026-10-30
Sarver Vrooman Wealth Advisors
NEW
Shares1,285
Change+1,285
Value$209.1K
Filed 2026-10-01
Vaughan & Co Securities, Inc.
NEW
Shares1,285
Change+1,285
Value$209.1K
Filed 2026-10-23
Burkett Asset Management Ltd
NEW
Shares1,283
Change+1,283
Value$208.8K
Filed 2026-10-13
Penbrook Management LLC
NEW
Shares1,280
Change+1,280
Value$208.3K
Filed 2026-10-16
Integrated Capital Management, LLC
NEW
Shares1,277
Change+1,277
Value$207.8K
Filed 2026-10-23
Brickley Wealth Management
NEW
Shares1,273
Change+1,273
Value$207.2K
Filed 2026-11-04
McClarren Financial Advisors, Inc.
NEW
Shares1,269
Change+1,269
Value$206.6K
Filed 2026-10-15
Guardian Asset Advisors, LLC
NEW
Shares1,263
Change+1,263
Value$205.6K
Filed 2026-10-16
Evolution Wealth Advisors, LLC
NEW
Shares1,262
Change+1,262
Value$205.4K
Filed 2026-11-03
Core Wealth Management, Inc.
NEW
Shares1,262
Change+1,262
Value$205.4K
Filed 2026-10-22
Lauer Wealth, LLC
NEW
Shares1,257
Change+1,257
Value$211.8K
Filed 2026-10-13
Trellis Wealth Advisors LLC
NEW
Shares1,256
Change+1,256
Value$204.4K
Filed 2026-10-19
Mascoma Wealth Management LLC
INCREASED
Shares1,256 from 847
Change+409 (+48%)
Value$204.4K (+$88.6K)
Filed 2026-10-23
Ledgewood Wealth Advisors, LLC
NEW
Shares1,255
Change+1,255
Value$204.3K
Filed 2026-10-09
First Pacific Financial
NEW
Shares1,255
Change+1,255
Value$204.3K
Filed 2026-10-14
Kaufman Rossin Wealth, LLC
NEW
Shares1,251
Change+1,251
Value$203.6K
Filed 2026-10-19
4Wealth Advisors, Inc.
NEW
Shares1,248
Change+1,248
Value$201.5K
Filed 2026-10-13
Essex Investment Management Co LLC
NEW
Shares1,245
Change+1,245
Value$200.9K
Filed 2026-10-19
Maltin Wealth Management, Inc.
NEW
Shares1,245
Change+1,245
Value$202.5K
Filed 2026-10-13
Parkside Investments, LLC
DECREASED
Shares1,244 from 1,494
Change-250 (-17%)
Value$202.5K (-$1.8K)
Filed 2026-10-20
Del-Sette Capital Management, LLC
NEW
Shares1,242
Change+1,242
Value$202.1K
Filed 2026-10-23
Teza Capital Management LLC
NEW
Shares1,242
Change+1,242
Value$202.1K
Filed 2026-10-23
Sterling Group Wealth Management, LLC
NEW
Shares1,241
Change+1,241
Value$202.0K
Filed 2026-11-03
White Pine Investment Co
NEW
Shares1,240
Change+1,240
Value$202.0K
Filed 2026-10-15
Whitcomb & Hess, Inc.
NEW
Shares1,239
Change+1,239
Value$201.6K
Filed 2026-10-07
Wealth Group Ltd
NEW
Shares1,237
Change+1,237
Value$202.9K
Filed 2026-10-07
IPG Investment Advisors LLC
NEW
Shares1,234
Change+1,234
Value$200.8K
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
NEW
Shares1,184
Change+1,184
Value$192.7K
Filed 2026-10-27
Kelleher Financial Advisors
NEW
Shares1,139
Change+1,139
Value$185.4K
Filed 2026-10-30
KFG LLC
NEW
Shares1,132
Change+1,132
Value$184.2K
Filed 2026-11-02
RHL Group, LLC
NEW
Shares1,100
Change+1,100
Value$179.0K
Filed 2026-11-04
Fairman Group, LLC
NEW
Shares1,081
Change+1,081
Value$175.9K
Filed 2026-10-26
Harbor Asset Planning, Inc.
NEW
Shares1,063
Change+1,063
Value$172.9K
Filed 2026-10-23
GGM Financial LLC
NEW
Shares1,011
Change+1,011
Value$164.6K
Filed 2026-11-05
Essential Investment Partners LLC
NEW
Shares981
Change+981
Value$159.7K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares971
Change+971
Value$158.0K
Filed 2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
NEW
Shares953
Change+953
Value$155.1K
Filed 2026-10-21
Main Street Group, LTD
NEW
Shares944
Change+944
Value$153.6K
Filed 2026-10-28
Luken Investment Analytics, LLC
NEW
Shares915
Change+915
Value$148.9K
Filed 2026-11-06
Global Trust Asset Management, LLC
DECREASED
Shares913 from 1,002
Change-89 (-9%)
Value$148.5K (+$11.5K)
Filed 2026-10-19
GF Fund Management Co. Ltd.
NEW
Shares862
Change+862
Value$140.3K
Filed 2026-10-26
First Community Trust NA
NEW
Shares856
Change+856
Value$139.3K
Filed 2026-10-07
Fairscale Capital, LLC
INCREASED
Shares837 from 817
Change+20 (+2%)
Value$156.7K (+$45.0K)
Filed 2026-11-04
Kroeger Financial Partners
NEW
Shares833
Change+833
Value$135.6K
Filed 2026-10-19
Hurley Capital, LLC
NEW
Shares830
Change+830
Value$135.1K
Filed 2026-11-05
Wealth Analytics Partners, LLC
NEW
Shares822
Change+822
Value$133.8K
Filed 2026-10-19
Matrix Trust Co
NEW
Shares778
Change+778
Value$127.0K
Filed 2026-10-07
Roxbury Financial LLC
NEW
Shares767
Change+767
Value$124.9K
Filed 2026-10-01
Halbert Hargrove Global Advisors, LLC
NEW
Shares750
Change+750
Value$122.1K
Filed 2026-10-16
Western Pacific Wealth Management, LP
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$119.3K (+$19.1K)
Filed 2026-10-16
Torren Management, LLC
INCREASED
Shares731 from 130
Change+601 (+462%)
Value$119.0K (+$101.3K)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares730
Change+730
Value$118.9K
Filed 2026-10-09
True Wealth Design, LLC
NEW
Shares726
Change+726
Value$118.2K
Filed 2026-10-13
Bare Financial Services, Inc
INCREASED
Shares700 from 675
Change+25 (+4%)
Value$113.9K (+$21.6K)
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
NEW
Shares676
Change+676
Value$110.0K
Filed 2026-11-03
Downshift Financial, LLC
NEW
Shares659
Change+659
Value$107.3K
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
INCREASED
Shares610 from 517
Change+93 (+18%)
Value$99.3K (+$28.6K)
Filed 2026-11-03
Daytona Street Capital LLC
NEW
Shares608
Change+608
Value$99.6K
Filed 2026-10-15
Marquette Asset Management, LLC
NEW
Shares603
Change+603
Value$98.1K
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
NEW
Shares585
Change+585
Value$95.2K
Filed 2026-10-26
West Financial Advisors, LLC
NEW
Shares572
Change+572
Value$93.1K
Filed 2026-10-22
Retirement Wealth Solutions LLC
NEW
Shares535
Change+535
Value$87.1K
Filed 2026-10-07
Davis Capital Management
DECREASED
Shares495 from 8,067
Change-7,572 (-94%)
Value$80.6K (-$1.0M)
Filed 2026-10-08
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$79.9K (+$12.8K)
Filed 2026-10-23
Horizon Financial Services, LLC
NEW
Shares490
Change+490
Value$79.7K
Filed 2026-11-04
Montgomery Financial Services LLC
NEW
Shares479
Change+479
Value$78.0K
Filed 2026-11-03
Sfam, LLC
NEW
Shares475
Change+475
Value$77.3K
Filed 2026-11-03
Carolina Wealth Advisors, LLC
INCREASED
Shares446 from 192
Change+254 (+132%)
Value$72.6K (+$46.3K)
Filed 2026-10-23
Friedenthal Financial
NEW
Shares441
Change+441
Value$71.8K
Filed 2026-10-27
Evolution Wealth Management Inc.
NEW
Shares431
Change+431
Value$70.1K
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
NEW
Shares402
Change+402
Value$65.4K
Filed 2026-10-23
Activest Wealth Management
NEW
Shares394
Change+394
Value$64.1K
Filed 2026-10-15
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
NEW
Shares393
Change+393
Value$64.0K
Filed 2026-11-06
Capitol Family Office, Inc.
NEW
Shares368
Change+368
Value$59.9K
Filed 2026-10-13
Keystone Financial Group, Inc.
NEW
Shares357
Change+357
Value$58.1K
Filed 2026-10-13
Cdkv Holdings LLC
NEW
Shares317
Change+317
Value$51.6K
Filed 2026-10-28
Carota Wealth Management
NEW
Shares311
Change+311
Value$50.6K
Filed 2026-11-03
Beacon Financial Strategies Corp
NEW
Shares294
Change+294
Value$47.8K
Filed 2026-10-14
Midwest Capital Advisors, LLC
NEW
Shares280
Change+280
Value$45.6K
Filed 2026-11-04
Sima Wealth Partners, LLC
NEW
Shares280
Change+280
Value$45.6K
Filed 2026-10-19
Granite FO LLC
NEW
Shares278
Change+278
Value$45.2K
Filed 2026-10-14
Guardian Partners Inc.
NEW
Shares265
Change+265
Value$43.1K
Filed 2026-10-21
Pioneer Family Office, LLC
NEW
Shares260
Change+260
Value$42.3K
Filed 2026-10-30
POM Investment Strategies, LLC
NEW
Shares254
Change+254
Value$41.4K
Filed 2026-10-20
Paladin Partners, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$34.2K (+$5.5K)
Filed 2026-10-06
Noble Wealth Management PBC
NEW
Shares209
Change+209
Value$34.0K
Filed 2026-10-01
3 Factor Indexing, LLC
NEW
Shares207
Change+207
Value$33.7K
Filed 2026-10-15
Vermillion Wealth Management, Inc.
NEW
Shares200
Change+200
Value$32.6K
Filed 2026-10-26
Arcadia Investment Advisors LLC
NEW
Shares200
Change+200
Value$32.6K
Filed 2026-10-13
Aventus Investment Advisors, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$32.6K (+$5.2K)
Filed 2026-10-09
Lloyd Advisory Services, Llc.
NEW
Shares194
Change+194
Value$31.5K
Filed 2026-11-02
NorthAvenue LLC
NEW
Shares166
Change+166
Value$27.0K
Filed 2026-10-29
Nvest Wealth Strategies, Inc.
NEW
Shares166
Change+166
Value$27.1K
Filed 2026-10-14
NBT Bank, N.A.
NEW
Shares160
Change+160
Value$26.0K
Filed 2026-10-21
Maseco LLP
NEW
Shares156
Change+156
Value$25.4K
Filed 2026-10-27
Syntax Research, Inc.
NEW
Shares152
Change+152
Value$24.7K
Filed 2026-11-04
McCarley & Cook Financial Planners
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$24.3K (+$3.9K)
Filed 2026-10-21
Sunrise Financial Services, LLC
NEW
Shares144
Change+144
Value$23.4K
Filed 2026-10-21
Newton One Investments LLC
NEW
Shares138
Change+138
Value$22.5K
Filed 2026-10-14
MilWealth Group LLC
NEW
Shares133
Change+133
Value$21.6K
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares131
Change+131
Value$21.3K
Filed 2026-10-07
Three Bridge Wealth Advisors, LLC
NEW
Shares117
Change+117
Value$19.0K
Filed 2026-11-05
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
NEW
Shares100
Change+100
Value$16.3K
Filed 2026-10-23
Team Financial Group, LLC
NEW
Shares94
Change+94
Value$15.2K
Filed 2026-10-30
Clayton Financial Group LLC
NEW
Shares91
Change+91
Value$14.8K
Filed 2026-10-13
PayPay Securities Corp
NEW
Shares86
Change+86
Value$14.0K
Filed 2026-10-27
Performa Ltd (US), LLC
NEW
Shares75
Change+75
Value$12.2K
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares75
Change+75
Value$12.2K
Filed 2026-10-23
Hyposwiss Advisors SA
NEW
Shares73
Change+73
Value$11.9K
Filed 2026-10-26
USA Financial Formulas
NEW
Shares44
Change+44
Value$7.2K
Filed 2026-10-16
Phillip James Consulting Co.
NEW
Shares44
Change+44
Value$7.2K
Filed 2026-11-03
IAG Wealth Partners, LLC
NEW
Shares43
Change+43
Value$7.0K
Filed 2026-11-06
Transce3nd, LLC
DECREASED
Shares37 from 69
Change-32 (-46%)
Value$6.6K (-$3.0K)
Filed 2026-10-26
Ironwood Wealth Management, Inc.
NEW
Shares25
Change+25
Value$4.2K
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares22
Change+22
Value$3.6K
Filed 2026-10-29
Mountain Hill Investment Partners Corp.
NEW
Shares1
Change+1
Value$213
Filed 2026-10-23
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$1.8M
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 228,323
Change-228,323 (-100%)
Value$0 (-$31.2M)
Filed 2026-10-05
Ensign Peak Advisors, Inc
N/A
Shares— from 4,222,319
Change-4,222,319 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 2,671,103
Change-2,671,103 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 1,492,052
Change-1,492,052 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,202,952
Change-1,202,952 (-100%)
Value—
S&CO Inc
N/A
Shares— from 526,003
Change-526,003 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 475,070
Change-475,070 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 273,090
Change-273,090 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 243,426
Change-243,426 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 208,690
Change-208,690 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 207,934
Change-207,934 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 207,414
Change-207,414 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 201,117
Change-201,117 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 197,612
Change-197,612 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 181,200
Change-181,200 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 155,708
Change-155,708 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 149,044
Change-149,044 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 145,930
Change-145,930 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 135,930
Change-135,930 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 125,803
Change-125,803 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 124,616
Change-124,616 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 123,394
Change-123,394 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 114,436
Change-114,436 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 113,800
Change-113,800 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 112,053
Change-112,053 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 101,825
Change-101,825 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 98,049
Change-98,049 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 95,411
Change-95,411 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 89,385
Change-89,385 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 88,251
Change-88,251 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 85,332
Change-85,332 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 83,010
Change-83,010 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 79,377
Change-79,377 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 79,239
Change-79,239 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 67,677
Change-67,677 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 61,678
Change-61,678 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 60,671
Change-60,671 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 56,283
Change-56,283 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 55,225
Change-55,225 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 53,624
Change-53,624 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 53,233
Change-53,233 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 50,735
Change-50,735 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 47,830
Change-47,830 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 47,375
Change-47,375 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 44,937
Change-44,937 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 43,405
Change-43,405 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 42,684
Change-42,684 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 42,666
Change-42,666 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 40,909
Change-40,909 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 40,793
Change-40,793 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 40,229
Change-40,229 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 39,186
Change-39,186 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 38,235
Change-38,235 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 36,162
Change-36,162 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 35,930
Change-35,930 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 34,296
Change-34,296 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 32,827
Change-32,827 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 32,626
Change-32,626 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 32,570
Change-32,570 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 27,282
Change-27,282 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 26,521
Change-26,521 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 26,338
Change-26,338 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 24,679
Change-24,679 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 22,357
Change-22,357 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 21,250
Change-21,250 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 20,771
Change-20,771 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 19,868
Change-19,868 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 18,352
Change-18,352 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 18,024
Change-18,024 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 17,664
Change-17,664 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 17,548
Change-17,548 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 16,980
Change-16,980 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 16,837
Change-16,837 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 16,709
Change-16,709 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 16,670
Change-16,670 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 15,925
Change-15,925 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 15,175
Change-15,175 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 14,539
Change-14,539 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 14,261
Change-14,261 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 14,242
Change-14,242 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 14,230
Change-14,230 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 13,993
Change-13,993 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 13,755
Change-13,755 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 13,130
Change-13,130 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 13,117
Change-13,117 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 13,085
Change-13,085 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 12,718
Change-12,718 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 12,548
Change-12,548 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 12,141
Change-12,141 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 11,551
Change-11,551 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 11,384
Change-11,384 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 11,193
Change-11,193 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 10,888
Change-10,888 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 10,403
Change-10,403 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 10,316
Change-10,316 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 10,073
Change-10,073 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 9,979
Change-9,979 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,826
Change-9,826 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 9,364
Change-9,364 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 9,324
Change-9,324 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 8,717
Change-8,717 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 8,486
Change-8,486 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 8,456
Change-8,456 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 7,826
Change-7,826 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 7,586
Change-7,586 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 7,402
Change-7,402 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 7,283
Change-7,283 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 6,927
Change-6,927 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 6,563
Change-6,563 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 6,542
Change-6,542 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 5,959
Change-5,959 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 5,877
Change-5,877 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 5,765
Change-5,765 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 5,090
Change-5,090 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Flax Pond Capital, LLC
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
FCA Corp
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 944
Change-944 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 322
Change-322 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 32
Change-32 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Geode Capital Management, LLC
NEW99,964,365—+99,964,365——$16.3B—2026-11-06
Bank of New York Mellon Corp
NEW35,849,842—+35,849,842——$5.8B—2026-11-05
Fisher Asset Management, LLC
NEW31,933,523—+31,933,523——$5.2B—2026-11-06
Dimensional Fund Advisors LP
NEW26,860,553—+26,860,553——$4.4B—2026-11-04
Amundi
INCREASED25,661,29622,318,051+3,343,245+15%$3.1B$4.2B+$1.1B2026-11-06
Deutsche Bank Ag\
NEW12,132,552—+12,132,552——$2.0B—2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
NEW10,713,212—+10,713,212——$1.7B—2026-11-05
PNC Financial Services Group, Inc.
NEW9,618,945—+9,618,945——$1.6B—2026-11-06
Sumitomo Mitsui Trust Group, Inc.
NEW8,782,979—+8,782,979——$1.4B—2026-10-29
LPL Financial LLC
NEW7,116,281—+7,116,281——$1.2B—2026-11-06
Principal Financial Group Inc
NEW6,442,455—+6,442,455——$1.0B—2026-11-02
Citigroup Inc
NEW5,722,552—+5,722,552——$931.3M—2026-11-04
Ninety One UK Ltd
NEW3,493,487—+3,493,487——$568.6M—2026-10-15
Fifth Third Bancorp
NEW3,309,508—+3,309,508——$538.6M—2026-11-05
US Bancorp \de\
NEW3,221,179—+3,221,179——$524.2M—2026-11-05
New York State Teachers Retirement System
NEW3,061,975—+3,061,975——$498.3M—2026-10-22
Russell Investments Group, Ltd.
NEW2,792,390—+2,792,390——$454.2M—2026-11-06
MacKenzie Financial Corp
NEW2,380,728—+2,380,728——$387.5M—2026-11-02
Creative Planning
NEW2,363,050—+2,363,050——$384.6M—2026-11-02
Assenagon Asset Management S.A.
NEW2,311,692—+2,311,692——$376.2M—2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
NEW2,253,880—+2,253,880——$366.2M—2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW2,195,339—+2,195,339——$348.6M—2026-10-13
Truist Financial Corp
NEW2,016,293—+2,016,293——$328.2M—2026-10-30
Asset Management One Co., Ltd.
NEW1,955,013—+1,955,013——$318.2M—2026-10-27
Commonwealth Equity Services, LLC
NEW1,950,979—+1,950,979——$317.5M—2026-11-02
Robeco Institutional Asset Management B.V.
NEW1,903,718—+1,903,718——$309.8M—2026-10-20
Fort Washington Investment Advisors Inc
NEW1,870,509—+1,870,509——$304.4M—2026-10-15
Bokf, NA
NEW1,820,595—+1,820,595——$296.3M—2026-10-27
LSV Asset Management
NEW1,809,242—+1,809,242——$294.5M—2026-11-06
ProShare Advisors LLC
NEW1,763,449—+1,763,449——$287.0M—2026-10-29
Pictet Asset Management Holding SA
NEW1,721,663—+1,721,663——$280.2M—2026-11-03
Strs Ohio
NEW1,652,037—+1,652,037——$268.9M—2026-10-30
Great Lakes Advisors, LLC
INCREASED1,595,6101,441,371+154,239+11%$197.1M$259.7M+$62.6M2026-11-06
CIBC Asset Management Inc
NEW1,485,027—+1,485,027——$241.7M—2026-11-05
King Luther Capital Management Corp
NEW1,450,481—+1,450,481——$236.1M—2026-11-05
Retirement Systems of Alabama
NEW1,375,862—+1,375,862——$223.9M—2026-11-04
Aberdeen Group plc
NEW1,359,956—+1,359,956——$221.3M—2026-11-06
State of New Jersey Common Pension Fund D
NEW1,341,071—+1,341,071——$218.3M—2026-11-05
Adams Natural Resources Fund, Inc.
DECREASED1,334,3551,346,355-12,000-1%$184.1M$217.2M+$33.1M2026-10-21
Keybank National Association
NEW1,264,692—+1,264,692——$205.8M—2026-11-04
Mirae Asset Global Investments Co., Ltd.
NEW1,238,204—+1,238,204——$201.5M—2026-11-03
Czech National Bank
NEW1,181,451—+1,181,451——$192.3M—2026-10-13
Cincinnati Insurance Co
NEW1,172,200—+1,172,200——$190.8M—2026-11-03
Arizona State Retirement System
NEW1,160,197—+1,160,197——$188.8M—2026-11-03
Calamos Advisors LLC
NEW1,153,410—+1,153,410——$187.7M—2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW1,132,609—+1,132,609——$184.3M—2026-11-02
State of Michigan Retirement System
NEW1,078,618—+1,078,618——$175.5M—2026-10-27
Nisa Investment Advisors, LLC
NEW982,485—+982,485——$159.9M—2026-10-20
IFM Investors Pty Ltd
NEW960,084—+960,084——$156.3M—2026-10-14
TD Waterhouse Canada Inc.
NEW956,953—+956,953——$157.0M—2026-10-16
Kestra Advisory Services, LLC
NEW953,987—+953,987——$155.3M—2026-11-02
Davenport & Co LLC
NEW920,690—+920,690——$149.6M—2026-10-14
Compagnie Lombard Odier SCmA
NEW915,414—+915,414——$149.0M—2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW908,462—+908,462——$147.9M—2026-11-03
Swiss Life Asset Management Ltd
NEW871,728—+871,728——$141.9M—2026-11-03
Bahl & Gaynor LLC
DECREASED857,419866,409-8,990-1%$118.5M$139.5M+$21.1M2026-11-05
Daiwa Securities Group Inc.
NEW810,937—+810,937——$132.0M—2026-10-29
Neos Investment Management LLC
NEW775,864—+775,864——$126.3M—2026-11-04
Eurizon Capital SGR S.p.A.
NEW761,720—+761,720——$123.9M—2026-11-06
Allspring Global Investments Holdings, LLC
NEW756,941—+756,941——$124.0M—2026-11-04
Gateway Investment Advisers LLC
NEW741,858—+741,858——$120.7M—2026-10-13
Lido Advisors, LLC
NEW719,132—+719,132——$117.0M—2026-11-04
Amalgamated Bank
NEW712,342—+712,342——$115.9M—2026-10-23
Midwest Trust Co
NEW702,408—+702,408——$114.3M—2026-10-22
Xponance LLC
NEW702,356—+702,356——$114.3M—2026-11-03
KBC Group NV
NEW671,180—+671,180——$109.2M—2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW669,750—+669,750——$109.0M—2026-10-20
Quilter Plc
NEW664,601—+664,601——$108.2M—2026-10-21
Kornitzer Capital Management Inc
DECREASED640,112651,044-10,932-2%$89.0M$104.2M+$15.2M2026-11-03
Meridian Wealth Management, LLC
NEW610,693—+610,693——$99.4M—2026-11-05
Natixis
NEW599,588—+599,588——$97.6M—2026-11-06
New York Life Investment Management LLC
NEW571,863—+571,863——$93.1M—2026-11-04
Pzena Investment Management LLC
NEW557,484—+557,484——$90.7M—2026-10-30
Illinois Municipal Retirement Fund
NEW556,424—+556,424——$90.6M—2026-11-05
Cullen T Bankers, Inc.
NEW548,177—+548,177——$89.2M—2026-10-28
Rossmore Private Capital
NEW520,141—+520,141——$84.7M—2026-10-27
Argent Capital Management LLC
DECREASED519,537537,947-18,410-3%$73.5M$84.6M+$11.0M2026-10-05
Welch Group, LLC
NEW519,238—+519,238——$84.5M—2026-10-29
Yousif Capital Management, LLC
NEW510,887—+510,887——$83.1M—2026-10-22
Concurrent Investment Advisors, LLC
NEW509,579—+509,579——$82.9M—2026-10-16
Oregon Public Employees Retirement Fund
NEW505,537—+505,537——$82.3M—2026-10-30
Associated Banc-Corp
NEW500,591—+500,591——$81.5M—2026-10-30
ABN Amro Investment Solutions
NEW497,534—+497,534——$81.0M—2026-10-21
Americana Partners, LLC
NEW495,980—+495,980——$80.7M—2026-10-28
Assetmark, Inc
NEW490,259—+490,259——$79.8M—2026-10-21
State of Alaska, Department of Revenue
NEW487,876—+487,876——$79.4M—2026-10-15
Factory Mutual Insurance Co
NEW486,954—+486,954——$79.3M—2026-10-30
Meitav Investment House LTD
NEW486,000—+486,000——$79.1M—2026-10-28
Waters Parkerson & Co., LLC
NEW478,516—+478,516——$77.9M—2026-11-04
Boston Trust Walden Corp
NEW468,722—+468,722——$76.3M—2026-10-30
Old Republic International Corp
NEW445,335—+445,335——$72.5M—2026-10-26
Vest Financial, LLC
NEW432,341—+432,341——$70.4M—2026-10-21
Aegon Asset Management UK PLC
NEW427,824—+427,824——$69.6M—2026-11-04
Merit Financial Group, LLC
NEW426,597—+426,597——$69.4M—2026-11-06
Douglas Lane & Associates, LLC
NEW424,761—+424,761——$69.1M—2026-10-09
Savant Capital, LLC
NEW422,825—+422,825——$68.8M—2026-11-06
Mutual of America Capital Management LLC
NEW420,589—+420,589——$68.5M—2026-10-23
Foundation Resource Management Inc
DECREASED418,214420,834-2,620-1%$57.5M$68.1M+$10.5M2026-10-19
American Assets Investment Management, LLC
NEW410,000—+410,000——$66.7M—2026-10-30
Elevation Point Wealth Partners, LLC
NEW407,994—+407,994——$66.4M—2026-11-05
Prospera Financial Services Inc
NEW404,703—+404,703——$75.8M—2026-11-04
Vaughan David Investments LLC
NEW402,747—+402,747——$65.5M—2026-11-05
Philip James Wealth Mangement, LLC
NEW398,374—+398,374——$64.8M—2026-10-27
OFI Invest Asset Management
NEW386,417—+386,417——$55.6M—2026-11-06
HB Wealth Management, LLC
NEW384,624—+384,624——$62.6M—2026-10-23
Meyer Handelman Co
NEW372,401—+372,401——$60.6M—2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW370,253—+370,253——$60.3M—2026-10-23
Candriam S.C.A.
NEW370,238—+370,238——$60.5M—2026-11-03
Braun Stacey Associates Inc
NEW370,066—+370,066——$60.2M—2026-10-19
Vise Technologies, Inc.
NEW363,521—+363,521——$59.2M—2026-10-29
Mill Capital Management, LLC
NEW361,265—+361,265——$58.8M—2026-10-26
Henshaw Capital LLC
NEW352,025—+352,025——$57.3M—2026-11-03
Exchange Traded Concepts, LLC
NEW350,559—+350,559——$57.1M—2026-10-28
Daymark Wealth Partners, LLC
INCREASED345,633325,142+20,491+6%$44.5M$56.3M+$11.8M2026-11-04
Linscomb Wealth, Inc.
NEW340,266—+340,266——$55.4M—2026-11-05
Mondrian Investment Partners LTD
NEW335,547—+335,547——$54.6M—2026-10-23
Gulf International Bank (UK) Ltd
NEW320,681—+320,681——$52.2M—2026-10-20
J.W. Cole Advisors, Inc.
NEW313,643—+313,643——$51.0M—2026-11-05
Turtle Creek Wealth Advisors, LLC
NEW308,320—+308,320——$50.2M—2026-10-15
Chicago Capital, LLC
NEW306,714—+306,714——$49.9M—2026-10-13
Wesbanco Bank Inc
NEW301,898—+301,898——$49.1M—2026-11-04
Pacific Heights Asset Management LLC
NEW300,000—+300,000——$48.8M—2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED293,770296,164-2,394-1%$40.5M$47.8M+$7.3M2026-11-05
Motley Fool Asset Management LLC
INCREASED293,4235,533+287,890+5203%$756.5K$47.8M+$47.0M2026-10-27
Glenview Trust Co
NEW292,382—+292,382——$47.6M—2026-10-28
National Mutual Insurance Federation of Agricultural Cooperatives
NEW289,700—+289,700——$47.1M—2026-10-28
Miller Wealth Advisors, LLC
NEW287,838—+287,838——$46.8M—2026-11-02
Welch & Forbes LLC
NEW287,795—+287,795——$46.8M—2026-11-04
Clifford Swan Investment Counsel LLC
NEW287,148—+287,148——$46.7M—2026-11-05
Parsons Capital Management Inc
NEW283,649—+283,649——$46.2M—2026-10-28
Central Trust Co
NEW278,200—+278,200——$45.3M—2026-11-05
Vontobel Holding Ltd.
NEW277,512—+277,512——$45.2M—2026-10-16
Kestra Private Wealth Services, LLC
NEW272,256—+272,256——$44.3M—2026-11-06
Baxter Bros Inc
NEW271,555—+271,555——$44.2M—2026-11-04
Deprince Race & Zollo Inc
NEW269,965—+269,965——$43.9M—2026-10-13
Randolph Co Inc
NEW269,923—+269,923——$43.9M—2026-10-23
Farmers & Merchants Investments Inc
NEW269,073—+269,073——$43.8M—2026-10-22
Farther Finance Advisors, LLC
NEW267,759—+267,759——$43.6M—2026-10-08
Oppenheimer & Co Inc
NEW266,178—+266,178——$43.3M—2026-10-26
Prime Capital Investment Advisors, LLC
NEW264,024—+264,024——$43.0M—2026-10-20
Deroy & Devereaux Private Investment Counsel Inc
NEW263,642—+263,642——$42.9M—2026-10-26
Conning Inc.
NEW256,140—+256,140——$41.7M—2026-10-27
Willis Investment Counsel
INCREASED254,964246,874+8,090+3%$33.8M$41.5M+$7.7M2026-10-20
Mather Group, Llc.
NEW254,534—+254,534——$41.4M—2026-10-14
Maryland State Retirement & Pension System
NEW251,971—+251,971——$41.0M—2026-11-05
Flossbach VON Storch SE
NEW250,435—+250,435——$40.8M—2026-10-28
First Citizens Bank & Trust Co
NEW249,857—+249,857——$40.7M—2026-10-14
LVM Capital Management LTD
DECREASED248,831248,897-660%$34.0K$40.5M+$40.5M2026-10-20
Pinnacle Associates LTD
NEW246,362—+246,362——$40.1M—2026-10-20
Capital Investment Advisors, LLC
NEW242,440—+242,440——$39.5M—2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
NEW238,934—+238,934——$38.9M—2026-10-22
B. Metzler seel. Sohn & Co. AG
NEW235,330—+235,330——$38.3M—2026-10-30
Apollon Wealth Management, LLC
NEW231,907—+231,907——$37.7M—2026-10-23
Knights of Columbus Asset Advisors LLC
NEW230,334—+230,334——$37.5M—2026-11-05
Clearstead Advisors, LLC
NEW227,786—+227,786——$37.1M—2026-11-06
Citizens Financial Group Inc
NEW226,478—+226,478——$36.9M—2026-10-23
Atria Investments, Inc
NEW223,412—+223,412——$36.4M—2026-10-15
Hartford Investment Management Co
NEW220,174—+220,174——$35.8M—2026-11-04
HUB Investment Partners, LLC
NEW219,311—+219,311——$35.7M—2026-11-03
Baker Avenue Asset Management, LP
NEW218,959—+218,959——$35.6M—2026-11-06
Luts & Greenleigh Group, Inc.
NEW218,920—+218,920——$35.6M—2026-11-05
Neville Rodie & Shaw Inc
NEW217,161—+217,161——$35.3K—2026-10-05
Oppenheimer Asset Management Inc.
NEW215,322—+215,322——$35.0M—2026-10-27
ARS Wealth Advisors Group, LLC
NEW214,857—+214,857——$35.0M—2026-10-16
Clear Trail Advisors, LLC
DECREASED214,022235,825-21,803-9%$32.2M$34.8M+$2.6M2026-10-20
Tokio Marine Asset Management Co LTD
NEW213,150—+213,150——$34.7M—2026-10-26
Childress Capital Advisors, LLC
NEW208,507—+208,507——$33.9M—2026-10-28
Park Avenue Securities LLC
NEW208,236—+208,236——$33.9M—2026-10-26
New Mexico Educational Retirement Board
NEW207,853—+207,853——$33.8M—2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED207,038204,823+2,215+1%$28.0M$33.7M+$5.7M2026-10-22
Segment Wealth Management, LLC
NEW205,930—+205,930——$33.5M—2026-10-26
Inspire Investing, LLC
NEW205,513—+205,513——$33.4M—2026-10-22
Beese Fulmer Investment Management, Inc.
NEW205,241—+205,241——$33.4M—2026-10-23
Busey Bank
NEW204,603—+204,603——$33.3M—2026-10-26
Cullinan Associates Inc
DECREASED203,807210,525-6,718-3%$28.8M$33.2M+$4.4M2026-11-03
Louisiana State Employees Retirement System
NEW202,200—+202,200——$32.9M—2026-10-20
Avidian Wealth Enterprises, LLC
NEW201,900—+201,900——$32.9M—2026-10-08
AGF Management LTD
NEW199,919—+199,919——$32.5M—2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED197,240197,161+79+0%$27.0M$32.1M+$5.1M2026-10-13
Confluence Wealth Services, Inc.
DECREASED193,696294,079-100,383-34%$40.2M$31.5M-$8.7M2026-11-05
Choreo, LLC
NEW187,461—+187,461——$30.5M—2026-10-28
Tamar Securities, LLC
NEW186,983—+186,983——$30.4M—2026-11-03
IFP Advisors, Inc
NEW184,970—+184,970——$30.1M—2026-10-16
Moors & Cabot, Inc.
NEW180,767—+180,767——$29.4M—2026-11-06
Acorn Financial Advisory Services Inc
NEW179,309—+179,309——$29.2M—2026-11-02
iA Global Asset Management Inc.
NEW175,081—+175,081——$28.5M—2026-10-29
First Horizon Corp
NEW174,294—+174,294——$28.4M—2026-10-26
Crestwood Advisors Group, LLC
INCREASED174,268168,072+6,196+4%$23.0M$28.4M+$5.4M2026-10-27
Roffman Miller Associates Inc
INCREASED173,880170,394+3,486+2%$23.3M$28.3M+$5.0M2026-10-19
First National Trust Co
NEW171,000—+171,000——$27.8M—2026-10-28
Van Cleef Asset Management,Inc
NEW168,952—+168,952——$27.5M—2026-10-20
Essex Bank
NEW168,231—+168,231——$27.4M—2026-10-16
ProVise Management Group, LLC
NEW167,609—+167,609——$27.3M—2026-11-06
Parthenon LLC
NEW167,390—+167,390——$27.2M—2026-10-22
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW165,981—+165,981——$27.0M—2026-10-22
Ashton Thomas Private Wealth, LLC
NEW163,840—+163,840——$26.7M—2026-11-03
Fourpath Capital Management, LLC
NEW163,694—+163,694——$26.6M—2026-10-19
Brighton Jones LLC
NEW162,476—+162,476——$26.4M—2026-11-03
Goelzer Investment Management, Inc.
NEW162,126—+162,126——$26.4M—2026-10-16
Northeast Investment Management
NEW161,972—+161,972——$26.4M—2026-10-30
Apella Capital, LLC
NEW161,843—+161,843——$26.6M—2026-10-08
Franklin Street Advisors Inc
NEW160,084—+160,084——$26.1M—2026-10-13
MassMutual Private Wealth & Trust, FSB
NEW156,091—+156,091——$25.4M—2026-10-05
Diversified Trust Co
NEW155,298—+155,298——$25.3M—2026-11-06
MGO One Seven LLC
NEW154,844—+154,844——$25.2M—2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED152,830143,034+9,796+7%$19.6M$24.9M+$5.3M2026-10-21
Gradient Investments LLC
NEW150,933—+150,933——$24.6M—2026-10-08
GW Henssler & Associates LTD
NEW150,844—+150,844——$24.5M—2026-10-26
Perigon Wealth Management, LLC
NEW150,355—+150,355——$24.5M—2026-10-22
Thompson Investment Management, Inc.
NEW150,041—+150,041——$24.4M—2026-10-14
Howland Capital Management LLC
NEW148,366—+148,366——$24.1M—2026-10-22
Kanawha Capital Management LLC
NEW146,347—+146,347——$23.8M—2026-10-19
First American Bank
NEW145,981—+145,981——$23.8M—2026-10-27
Bath Savings Trust Co
NEW143,767—+143,767——$23.4M—2026-10-07
Radnor Capital Management, LLC
NEW142,729—+142,729——$23.2M—2026-10-23
LEE Danner & Bass Inc
DECREASED142,637144,891-2,254-2%$19.8M$23.2M+$3.4M2026-10-27
Patten & Patten Inc
NEW141,180—+141,180——$23.0M—2026-10-26
Gerald Baker Financial Group LLC
NEW140,359—+140,359——$22.8M—2026-10-09
Eagle Global Advisors LLC
NEW139,600—+139,600——$22.7M—2026-11-02
Edge Wealth Management LLC
NEW138,491—+138,491——$22.6M—2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED138,299153,038-14,739-10%$20.9M$22.5M+$1.6M2026-10-16
Fideuram Asset Management (Ireland) dac
NEW137,230—+137,230——$21.5M—2026-10-29
Everett Harris & Co
NEW136,238—+136,238——$22.2M—2026-10-28
Gamma Investing LLC
NEW135,832—+135,832——$22.1M—2026-10-08
Cypress Capital Group
NEW134,583—+134,583——$21.9M—2026-11-03
Cadinha & Co LLC
NEW134,303—+134,303——$21.9M—2026-10-22
AlphaCore Capital LLC
NEW132,956—+132,956——$21.6M—2026-11-04
Allied Investment Advisors, LLC
INCREASED129,426128,268+1,158+1%$17.5M$21.1M+$3.5M2026-10-13
Stenger Family Office, LLC
NEW127,044—+127,044——$22.1M—2026-10-22
North Dakota State Investment Board
NEW127,013—+127,013——$20.7M—2026-10-27
Alps Advisors Inc
NEW127,012—+127,012——$20.7M—2026-11-03
NorthCrest Asset Manangement, LLC
NEW126,372—+126,372——$21.3M—2026-10-13
Allegheny Financial Group
NEW126,075—+126,075——$20.5M—2026-11-05
Badgley Phelps Wealth Managers, LLC
NEW125,499—+125,499——$20.4M—2026-10-22
Abner Herrman & Brock LLC
DECREASED124,828126,765-1,937-2%$17.3K$20.3M+$20.3M2026-10-20
Bryn Mawr Trust Advisors, LLC
NEW124,807—+124,807——$20.3M—2026-11-04
Charles Schwab Trust Co
NEW124,789—+124,789——$20.3M—2026-10-15
Smith Group Asset Management, LLC
NEW124,433—+124,433——$20.3M—2026-10-27
Brookstone Capital Management
NEW124,420—+124,420——$20.2M—2026-10-22
Chilton Capital Management LLC
NEW124,300—+124,300——$20.2M—2026-10-28
Grimes & Co Wealth Management, LLC
NEW123,234—+123,234——$20.1M—2026-10-29
Raiffeisen Bank International AG
NEW122,517—+122,517——$19.8M—2026-10-28
Moody Lynn Lieberson & Walker, LLC
NEW121,369—+121,369——$19.8M—2026-10-14
Verdence Capital Advisors LLC
NEW120,744—+120,744——$19.7M—2026-10-26
Profund Advisors LLC
NEW120,552—+120,552——$19.6M—2026-10-29
Cutler Investment Counsel LLC
NEW118,801—+118,801——$19.3M—2026-10-28
Lynch & Associates
DECREASED118,703119,507-804-1%$16.3M$19.3M+$3.0M2026-10-13
Trust Co of Vermont
NEW117,679—+117,679——$19.2M—2026-10-21
Cardinal Capital Management
NEW117,606—+117,606——$19.1M—2026-10-21
SBI Securities Co., Ltd.
DECREASED117,352121,250-3,898-3%$16.6M$19.1M+$2.5M2026-10-22
Diversify Wealth Management, LLC
NEW116,330—+116,330——$20.3M—2026-10-20
Diversify Advisory Services, LLC
NEW116,330—+116,330——$20.3M—2026-10-20
Old National Bancorp
NEW116,165—+116,165——$18.9M—2026-10-20
Ritholtz Wealth Management
NEW115,916—+115,916——$18.9M—2026-11-05
Marble Harbor Investment Counsel, LLC
NEW115,910—+115,910——$18.9M—2026-11-06
Woodstock Corp
NEW115,459—+115,459——$18.8M—2026-10-13
General American Investors Co Inc
NEW115,100—+115,100——$18.7M—2026-11-02
Wedbush Securities Inc
NEW114,938—+114,938——$18.7M—2026-10-22
Baldwin Wealth Partners LLC
NEW114,549—+114,549——$18.6M—2026-10-13
Visionary Wealth Advisors
NEW112,913—+112,913——$18.4M—2026-11-04
Ethic Inc.
NEW112,619—+112,619——$18.3M—2026-11-03
Hatch Cove Capital, LLC
NEW112,300—+112,300——$18.3M—2026-10-21
Narwhal Capital Management
NEW110,978—+110,978——$18.1M—2026-11-04
Harvey Investment Co LLC
DECREASED110,259111,699-1,440-1%$15.3K$17.9M+$17.9M2026-10-20
Pekin Hardy Strauss, Inc.
NEW108,662—+108,662——$17.7M—2026-11-02
Cullen Investment Group, Ltd.
NEW107,941—+107,941——$18.6M—2026-10-13
Signal Advisors Wealth, LLC
NEW107,934—+107,934——$17.6M—2026-10-13
Signaturefd, LLC
NEW107,693—+107,693——$17.5M—2026-10-23
Middleton & Co Inc
NEW107,476—+107,476——$17.5M—2026-10-23
Stockman Wealth Management, Inc.
NEW107,237—+107,237——$17.5M—2026-10-27
Sterling Capital Management LLC
NEW106,969—+106,969——$17.4M—2026-10-22
Verity & Verity, LLC
NEW106,941—+106,941——$17.4M—2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW106,698—+106,698——$17.4M—2026-10-27
Schwartz Investment Counsel Inc
NEW106,278—+106,278——$17.3M—2026-10-26
Peddock Capital Advisors, LLC
NEW105,509—+105,509——$17.2M—2026-10-16
Certuity, LLC
DECREASED105,485105,578-930%$14.4M$17.2M+$2.7M2026-11-02
Naples Global Advisors, LLC
NEW104,815—+104,815——$17.1M—2026-11-05
Stackstone Wealth, LLC
NEW104,257—+104,257——$17.0M—2026-10-19
Quadrant Capital Group LLC
NEW104,145—+104,145——$18.1M—2026-10-20
Accurate Wealth Management, LLC
NEW104,043—+104,043——$18.1M—2026-10-20
Sowell Financial Services LLC
NEW103,867—+103,867——$16.9M—2026-10-23
Cornerstone Wealth Group, LLC
NEW103,224—+103,224——$16.8M—2026-11-02
WealthPlan Investment Management, LLC
NEW103,031—+103,031——$16.8M—2026-10-15
Grandfield & Dodd, LLC
NEW102,762—+102,762——$16.7M—2026-10-29
Citizens National Bank Trust Department
NEW102,407—+102,407——$16.7M—2026-11-04
Barings LLC
NEW102,337—+102,337——$16.7M—2026-10-22
John G Ullman & Associates Inc
DECREASED101,610104,450-2,840-3%$14.3M$16.5M+$2.3M2026-11-04
Valeo Financial Advisors, LLC
INCREASED101,383100,404+979+1%$13.7M$16.5M+$2.8M2026-10-08
Avantax Planning Partners, Inc.
NEW100,824—+100,824——$16.4M—2026-11-03
Viking Fund Management LLC
INCREASED100,00050,000+50,000+100%$6.8M$16.3M+$9.4M2026-10-14
Simplicity Wealth,LLC
NEW99,930—+99,930——$16.3M—2026-10-23
Enzi Wealth
NEW99,413—+99,413——$17.3M—2026-10-14
Cohen Klingenstein LLC
NEW99,400—+99,400——$16.2M—2026-10-15
Wealthcare Advisory Partners LLC
NEW98,650—+98,650——$16.1M—2026-10-21
Cantor Fitzgerald Investment Advisors L.P.
NEW98,299—+98,299——$16.0M—2026-10-21
Guyasuta Investment Advisors Inc
NEW98,252—+98,252——$16.0M—2026-10-15
Venture Visionary Partners LLC
NEW97,856—+97,856——$15.9M—2026-10-07
Congress Asset Management Co
NEW97,510—+97,510——$15.9M—2026-10-06
Heirloom Wealth Management
NEW97,459—+97,459——$15.9M—2026-10-14
Kimelman & Baird, LLC
NEW97,080—+97,080——$15.8M—2026-11-03
Principle Wealth Partners LLC
NEW95,767—+95,767——$15.6M—2026-11-02
Mission Wealth Management, LP
NEW94,714—+94,714——$15.4M—2026-10-15
Salem Investment Counselors Inc
NEW93,627—+93,627——$15.2M—2026-10-13
Culbertson A N & Co Inc
NEW93,159—+93,159——$15.2M—2026-10-21
Ipswich Investment Management Co., Inc.
INCREASED92,72189,933+2,788+3%$12.3M$15.1M+$2.8M2026-10-13
Advanced Asset Management Advisors Inc
NEW92,614—+92,614——$15.1M—2026-10-20
Vista Investment Partners LLC
NEW91,933—+91,933——$15.0M—2026-10-08
Generali Asset Management SPA SGR
NEW91,684—+91,684——$14.9M—2026-10-26
Dynamic Advisor Solutions LLC
NEW91,482—+91,482——$14.9M—2026-10-13
Parallel Advisors, LLC
INCREASED91,38188,355+3,026+3%$12.1M$14.9M+$2.8M2026-11-03
Duncker Streett & Co Inc
NEW91,182—+91,182——$14.8M—2026-10-27
Sava Infond d.o.o.
NEW90,280—+90,280——$14.7M—2026-10-28
Ibex Wealth Advisors
NEW89,949—+89,949——$14.6M—2026-11-06
First National Bank of Mount Dora, Trust Investment Services
NEW89,828—+89,828——$14.6M—2026-10-21
Smith Salley Wealth Management
NEW89,793—+89,793——$14.6M—2026-11-03
Community Bank & Trust, Waco, Texas
NEW89,531—+89,531——$14.6M—2026-10-19
Sky Investment Group LLC
NEW88,723—+88,723——$14.4M—2026-10-30
Blue Trust, Inc.
NEW88,717—+88,717——$14.4M—2026-10-15
Cornerstone Wealth Management, LLC
NEW88,561—+88,561——$14.4M—2026-11-04
Wallington Asset Management, LLC
NEW88,415—+88,415——$14.4M—2026-11-04
Dana Investment Advisors, Inc.
NEW88,128—+88,128——$14.3M—2026-11-06
Burney Co/
NEW86,118—+86,118——$14.0M—2026-10-15
Carnegie Investment Counsel
NEW85,859—+85,859——$14.0M—2026-10-20
PKO Investment Management Joint-Stock Co
NEW85,600—+85,600——$13.9M—2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
INCREASED85,53085,466+64+0%$11.7M$13.9M+$2.2M2026-10-08
Private Advisory Group LLC
NEW84,172—+84,172——$13.7M—2026-11-06
L. Roy Papp & Associates, LLP
NEW84,091—+84,091——$13.7M—2026-10-21
Clarus Group, Inc.
NEW83,693—+83,693——$13.6M—2026-10-21
HBK Sorce Advisory LLC
NEW83,543—+83,543——$13.8M—2026-11-06
Towne Trust Company, N.a
NEW83,347—+83,347——$13.6M—2026-10-28
Ascentis Independent Advisors
NEW83,153—+83,153——$13.5M—2026-11-03
Wedmont Private Capital
NEW82,592—+82,592——$13.9M—2026-10-09
Mesirow Financial Investment Management, Inc.
NEW82,356—+82,356——$13.4M—2026-11-05
ZWJ Investment Counsel Inc
NEW82,082—+82,082——$13.4M—2026-10-15
Lockheed Martin Investment Management Co
NEW82,010—+82,010——$13.3M—2026-11-04
Lmcg Investments, LLC
NEW81,958—+81,958——$13.3M—2026-10-21
Hamel Associates, Inc.
NEW81,578—+81,578——$13.3M—2026-11-06
Griffin Asset Management, Inc.
NEW81,305—+81,305——$13.2M—2026-10-22
Tufton Capital Management
DECREASED80,98981,728-739-1%$11.2K$13.2M+$13.2M2026-10-20
Nations Financial Group Inc,
INCREASED80,86679,922+944+1%$10.9M$13.2M+$2.2M2026-11-05
AMG National Trust Bank
NEW80,724—+80,724——$13.1M—2026-11-05
Courier Capital LLC
NEW80,314—+80,314——$13.1M—2026-10-19
Heritage Investors Management Corp
NEW80,199—+80,199——$13.1M—2026-10-29
Sanders Morris Harris LLC
NEW80,143—+80,143——$12.9M—2026-10-14
Equitable Trust Co
NEW78,944—+78,944——$12.8M—2026-10-13
ACT Capital Partners, L.P.
NEW78,500—+78,500——$12.8M—2026-11-06
Sigma Planning Corp
NEW78,456—+78,456——$12.8M—2026-10-23
Builder Investment Group Inc
NEW78,386—+78,386——$12.8M—2026-10-22
Fusion Capital, LLC
NEW78,076—+78,076——$12.7M—2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
NEW77,876—+77,876——$12.7M—2026-10-22
Trust Co of Toledo NA
NEW77,815—+77,815——$12.7M—2026-10-16
Washington Trust Advisors, Inc.
DECREASED77,72378,246-523-1%$10.7M$12.6M+$2.0M2026-10-22
RFG Advisory, LLC
NEW77,658—+77,658——$12.6M—2026-11-03
Independent Financial Group, LLC
NEW77,044—+77,044——$12.5M—2026-10-13
Glass Wealth Management Co LLC
NEW76,820—+76,820——$12.5M—2026-10-28
Mechanics Bank Trust Department
NEW76,604—+76,604——$12.5M—2026-10-13
Ascent Group, LLC
NEW76,028—+76,028——$12.4M—2026-10-30
BancFirst Trust & Investment Management
NEW75,832—+75,832——$12.2M—2026-10-30
GHP Investment Advisors, Inc.
NEW75,518—+75,518——$12.3M—2026-10-15
NTV Asset Management LLC
INCREASED75,19369,250+5,943+9%$9.5M$12.2M+$2.8M2026-10-23
Fiduciary Alliance LLC
NEW75,088—+75,088——$12.2M—2026-10-13
Integrity Alliance, Llc.
NEW74,565—+74,565——$12.1M—2026-10-29
Chicago Partners Investment Group LLC
NEW74,417—+74,417——$13.6M—2026-10-27
SP Asset Management LLC
NEW74,401—+74,401——$12.1M—2026-11-05
Caldwell Trust Co
NEW73,950—+73,950——$12.0M—2026-10-30
Csenge Advisory Group
NEW73,923—+73,923——$12.0M—2026-11-04
Intrua Financial, LLC
NEW73,846—+73,846——$12.0M—2026-10-28
Joel Isaacson & Co., LLC
NEW73,315—+73,315——$11.9M—2026-11-05
Perryman Financial Advisory Inc
NEW72,881—+72,881——$11.9M—2026-10-16
Valmark Advisers, Inc.
NEW72,618—+72,618——$11.8M—2026-11-06
Nilsine Partners, LLC
DECREASED72,17083,492-11,322-14%$11.4M$11.7M+$330.7K2026-11-02
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED71,81971,818+10%$9.8M$11.7M+$1.9M2026-10-30
Indivisible Partners
NEW71,645—+71,645——$11.7M—2026-10-26
Baker Ellis Asset Management LLC
NEW71,508—+71,508——$11.6M—2026-10-14
Teamwork Financial Advisors, LLC
NEW71,500—+71,500——$11.6M—2026-10-19
Sendero Wealth Management, LLC
NEW71,196—+71,196——$11.6M—2026-10-14
Zega Investments, LLC
NEW70,912—+70,912——$11.5M—2026-11-04
Sagespring Wealth Partners, LLC
INCREASED70,88767,576+3,311+5%$9.2M$11.5M+$2.3M2026-10-22
Key FInancial Inc
NEW70,730—+70,730——$11.5M—2026-11-02
Symphony Financial, Ltd. Co.
NEW70,599—+70,599——$11.5M—2026-10-22
Aviance Capital Partners, LLC
NEW70,400—+70,400——$11.5M—2026-10-29
Capital Investment Counsel, Inc
NEW70,239—+70,239——$11.4M—2026-10-20
Strong Tower Advisory Services
NEW70,179—+70,179——$11.4M—2026-10-13
Kinsale Capital Group, Inc.
NEW70,082—+70,082——$11.4M—2026-11-04
Modera Wealth Management, LLC
NEW70,070—+70,070——$11.4M—2026-10-28
Globalt Investments LLC / GA
NEW69,962—+69,962——$11.4M—2026-10-27
City Holding Co
NEW69,938—+69,938——$11.4M—2026-10-19
Evergreen Capital Management LLC
NEW69,888—+69,888——$11.4M—2026-10-23
Enclave Advisors LLC
NEW69,591—+69,591——$11.3M—2026-10-14
Bell & Brown Wealth Advisors, LLC
NEW69,410—+69,410——$11.3M—2026-10-16
Nichols & Pratt Advisers LLP
NEW69,155—+69,155——$11.3M—2026-10-13
Montag A & Associates Inc
NEW69,023—+69,023——$11.2M—2026-10-29
Lifestyle Asset Management, Inc.
NEW68,828—+68,828——$11.2M—2026-10-20
SVB Wealth LLC
NEW68,750—+68,750——$11.2M—2026-11-06
Tema Etfs LLC
NEW68,081—+68,081——$11.1M—2026-10-16
Zweig-DiMenna Associates LLC
NEW68,000—+68,000——$11.1M—2026-11-06
Texas Bank & Trust Co
NEW67,698—+67,698——$11.0M—2026-11-04
Beacon Financial Group
NEW67,664—+67,664——$11.0M—2026-10-19
TrinityBridge Ltd
NEW67,156—+67,156——$10.9M—2026-10-30
Chicago Trust Co NA
NEW67,149—+67,149——$10.9M—2026-10-28
Kingswood Wealth Advisors, LLC
NEW66,722—+66,722——$10.9M—2026-10-23
Moran Wealth Management, LLC
NEW66,585—+66,585——$10.8M—2026-10-22
M Holdings Securities, Inc.
NEW66,539—+66,539——$11.7K—2026-11-03
Harel Insurance Investments & Financial Services Ltd.
NEW66,468—+66,468——$10.8M—2026-11-02
Hixon Zuercher, LLC
NEW66,053—+66,053——$10.8M—2026-10-13
Herold Advisors, Inc.
NEW65,857—+65,857——$10.7M—2026-10-19
Tctc Holdings, LLC
NEW65,773—+65,773——$10.7M—2026-11-02
VestGen Advisors, LLC
NEW65,757—+65,757——$10.7M—2026-10-27
Birch Hill Investment Advisors LLC
NEW65,416—+65,416——$10.6M—2026-10-16
Third View Private Wealth, LLC
NEW64,577—+64,577——$10.5M—2026-10-30
Slocum, Gordon & Co LLP
NEW64,376—+64,376——$10.5M—2026-10-19
Woodmont Investment Counsel LLC
NEW64,256—+64,256——$10.5M—2026-10-29
Trust Point Inc.
NEW64,163—+64,163——$10.4M—2026-10-27
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
NEW63,971—+63,971——$10.4M—2026-10-20
Highland Capital Management, LLC
NEW63,781—+63,781——$10.4M—2026-10-26
Pinkerton Wealth, LLC
NEW63,780—+63,780——$10.4M—2026-10-29
AIA Group Ltd
NEW63,668—+63,668——$10.4M—2026-10-30
Axxcess Wealth Management, LLC
NEW63,359—+63,359——$10.3M—2026-10-21
AlphaStar Capital Management, LLC
NEW63,059—+63,059——$10.3M—2026-10-16
Altium Investment Strategies LLC
NEW63,000—+63,000——$11.0M—2026-10-20
Knuff & Co LLC
UNCHANGED62,92262,92200%$8.6M$10.2M+$1.6M2026-11-06
Kavar Capital Partners Group, LLC
NEW62,510—+62,510——$10.2M—2026-11-06
QV Investors Inc.
DECREASED62,20163,161-960-2%$8.6K$10.1M+$10.1M2026-10-20
BG Investment Services, LLC
NEW62,067—+62,067——$10.1M—2026-10-23
Founders Capital Management
NEW61,890—+61,890——$10.1M—2026-10-13
True Freedom Investing, LLC
NEW61,660—+61,660——$10.0M—2026-10-29
Penobscot Investment Management Company, Inc.
NEW61,651—+61,651——$10.0M—2026-10-26
Sentinel Trust Co LBA
INCREASED61,45259,816+1,636+3%$8.2K$10.0M+$10.0M2026-11-03
Philadelphia Trust Co
DECREASED61,44964,598-3,149-5%$8.8K$10.0M+$10.0M2026-11-05
Cassaday & Co Wealth Management LLC
NEW61,335—+61,335——$10.0M—2026-10-27
Hourglass Capital, LLC
NEW61,308—+61,308——$10.0M—2026-10-26
Mengis Capital Management, Inc.
DECREASED60,97062,238-1,268-2%$8.5M$9.9M+$1.4M2026-10-13
Palisade Asset Management, LLC
NEW60,518—+60,518——$9.8M—2026-11-03
Community Bank, N.A.
NEW60,502—+60,502——$9.8M—2026-11-06
Markel Group Inc.
NEW60,400—+60,400——$9.8M—2026-10-30
Bfsg, LLC
NEW60,280—+60,280——$9.8M—2026-10-30
Simon Quick Advisors, LLC
NEW60,247—+60,247——$9.8M—2026-10-26
Woodward Diversified Capital, LLC
NEW60,235—+60,235——$9.8M—2026-10-21
New Hampshire Trust
NEW60,210—+60,210——$9.8M—2026-10-20
Jamison Private Wealth Management, Inc.
NEW60,096—+60,096——$9.8M—2026-10-14
Godsey & Gibb, Inc
NEW59,761—+59,761——$9.7M—2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
NEW59,702—+59,702——$10.6M—2026-10-21
Burke & Herbert Bank & Trust Co
NEW59,470—+59,470——$9.7M—2026-11-02
Delta Capital Management LLC
NEW59,236—+59,236——$9.6M—2026-10-16
North Star Investment Management Corp.
INCREASED59,23657,716+1,520+3%$7.9M$9.6M+$1.7M2026-10-27
Kercheville Advisors, LLC
NEW58,864—+58,864——$9.6M—2026-10-19
Capital Investment Counsel, LLC
NEW58,841—+58,841——$9.6M—2026-10-14
Petredis Investment Advisors LLC
NEW58,458—+58,458——$9.5M—2026-10-20
Independent Investors Inc
NEW58,449—+58,449——$9.5M—2026-10-30
Global Wealth Management Investment Advisory, Inc.
NEW58,251—+58,251——$9.5M—2026-11-04
Larson Financial Group LLC
NEW57,972—+57,972——$9.4M—2026-11-05
Mcdaniel Terry & Co
DECREASED57,95257,973-210%$7.9M$9.4M+$1.5M2026-11-05
True North Advisors, LLC
NEW57,800—+57,800——$9.4M—2026-10-22
Fulton Bank, N.A.
NEW57,800—+57,800——$9.4M—2026-10-14
Frank, Rimerman Advisors LLC
NEW57,413—+57,413——$9.3M—2026-10-16
Clear Harbor Asset Management, LLC
NEW57,163—+57,163——$9.3M—2026-11-05
B. Riley Wealth Advisors, Inc.
NEW57,085—+57,085——$9.3M—2026-10-13
Versant Capital Management, Inc
NEW57,083—+57,083——$9.3M—2026-10-02
Leuthold Group, LLC
INCREASED57,0016,577+50,424+767%$899.2K$9.3M+$8.4M2026-11-04
Pittenger & Anderson Inc
NEW56,820—+56,820——$9.2M—2026-11-02
First Nebraska Trust Co
NEW56,591—+56,591——$9.2M—2026-10-30
Greenwood Capital Associates LLC
NEW56,508—+56,508——$9.2M—2026-10-27
Benin Management Corp
NEW56,200—+56,200——$9.1M—2026-10-22
Flagship Harbor Advisors, LLC
NEW55,775—+55,775——$9.1M—2026-10-26
Resonant Capital Advisors, LLC
NEW55,419—+55,419——$9.0M—2026-10-15
Aaron Wealth Advisors LLC
NEW55,263—+55,263——$9.0M—2026-10-13
Advisory Resource Group
NEW55,193—+55,193——$9.0M—2026-10-26
TrueMark Investments, LLC
NEW54,984—+54,984——$8.9M—2026-11-05
Soltis Investment Advisors LLC
NEW54,973—+54,973——$8.9M—2026-10-28
Elyxium Wealth, LLC
DECREASED54,92858,100-3,172-5%$7.9M$8.9M+$996.1K2026-10-27
Martin Capital Partners, LLC
NEW54,912—+54,912——$8.9M—2026-10-07
Avior Wealth Management, LLC
NEW54,866—+54,866——$8.9M—2026-10-13
Founders Financial Securities LLC
NEW54,690—+54,690——$8.9M—2026-10-28
SevenBridge Financial Group, LLC
NEW54,617—+54,617——$9.7M—2026-10-26
Strategic Blueprint, LLC
INCREASED54,24552,456+1,789+3%$7.2M$8.8M+$1.7M2026-10-22
Procyon Advisors, LLC
NEW54,062—+54,062——$8.8M—2026-10-21
Symmetry Partners, LLC
NEW53,973—+53,973——$8.8M—2026-10-27
Anderson Hoagland & Co
NEW53,949—+53,949——$9.6M—2026-10-23
Stokes Capital Advisors, LLC
NEW53,658—+53,658——$8.7M—2026-10-09
AdvisorNet Financial, Inc
INCREASED53,61251,178+2,434+5%$7.0M$9.5M+$2.5M2026-10-15
Plimoth Trust Co LLC
NEW53,536—+53,536——$8.7M—2026-10-26
Trust Co of Kansas
NEW53,480—+53,480——$8.7M—2026-11-06
Orange Investment Advisors, Inc.
NEW53,247—+53,247——$8.7M—2026-10-23
Montaka Global Pty Ltd
NEW53,000—+53,000——$8.6M—2026-11-05
Violich Capital Management, Inc.
INCREASED52,90052,425+475+1%$7.2M$8.6M+$1.4M2026-10-05
BCM Advisors, LLC
DECREASED52,87353,050-1770%$8.3M$9.9M+$1.6M2026-11-03
Spirit of America Management Corp
NEW52,797—+52,797——$8.6M—2026-10-14
Mitchell Capital Management Co
INCREASED52,76152,137+624+1%$7.1M$8.6M+$1.5M2026-10-29
Sheets Smith Wealth Management
NEW52,530—+52,530——$8.5M—2026-10-16
Hikari Power Ltd
DECREASED52,500252,500-200,000-79%$34.5K$8.5M+$8.5M2026-10-30
Sapient Capital LLC
NEW52,435—+52,435——$8.5M—2026-10-08
Cidel Asset Management Inc
NEW52,395—+52,395——$8.5M—2026-10-29
Annex Advisory Services, LLC
NEW52,271—+52,271——$8.5M—2026-10-16
SAX Wealth Advisors, LLC
NEW52,249—+52,249——$8.5M—2026-10-13
Wealth Alliance Advisory Group, LLC
NEW52,190—+52,190——$8.5M—2026-10-14
Magnus Financial Group LLC
NEW52,049—+52,049——$8.5M—2026-10-21
Financial & Tax Architects, LLC
INCREASED51,87450,978+896+2%$7.0M$8.4M+$1.5M2026-10-15
Diversified Enterprises, LLC
NEW51,722—+51,722——$8.4M—2026-10-19
SteelPeak Wealth, LLC
NEW51,639—+51,639——$8.4M—2026-10-16
Wilkins Investment Counsel Inc
INCREASED51,63151,548+83+0%$7.0M$8.4M+$1.4M2026-11-03
BLB&B Advisors, LLC
NEW51,449—+51,449——$8.4M—2026-10-27
Financiere des Professionnels - Fonds d'investissement inc.
NEW51,240—+51,240——$8.3M—2026-11-03
Plancorp, LLC
NEW51,117—+51,117——$9.6M—2026-11-03
Western Reserve Capital Management, LLC
NEW51,088—+51,088——$8.3M—2026-10-14
Jacobi Capital Management LLC
NEW51,066—+51,066——$8.3M—2026-11-05
Capital Asset Advisory Services LLC
NEW50,877—+50,877——$9.1M—2026-10-30
Summit Financial Wealth Advisors, LLC
NEW50,793—+50,793——$8.3M—2026-10-15
Level Four Advisory Services, LLC
NEW50,625—+50,625——$8.2M—2026-11-06
Pioneer Trust Bank N A
NEW50,574—+50,574——$8.2M—2026-11-06
Intact Investment Management Inc.
NEW50,420—+50,420——$8.2M—2026-11-03
Churchill Financial Advisors, LLC
NEW50,102—+50,102——$8.2M—2026-10-20
Hennessy Advisors Inc
NEW50,017—+50,017——$8.1M—2026-10-28
Retirement Planning Group, LLC
NEW49,967—+49,967——$5.9M—2026-10-19
Investment Advisory Services Inc
NEW49,851—+49,851——$8.1M—2026-10-27
Harbour Capital Advisors, LLC
NEW49,836—+49,836——$8.1M—2026-10-13
StoneX Group Inc.
NEW49,755—+49,755——$8.1M—2026-11-03
Plan Group Financial, LLC
NEW49,654—+49,654——$8.8M—2026-10-22
SS&H Financial Advisors, Inc.
NEW49,472—+49,472——$8.1M—2026-10-28
Chemistry Wealth Management LLC
NEW49,394—+49,394——$8.0M—2026-10-16
Parkside Financial Bank & Trust
NEW48,795—+48,795——$7.9M—2026-10-27
TBH Global Asset Management, LLC
NEW48,701—+48,701——$7.9M—2026-11-03
Ninety One North America, Inc.
NEW48,556—+48,556——$7.9M—2026-10-15
Financial Synergies Wealth Advisors, Inc.
NEW48,464—+48,464——$7.9M—2026-10-16
Integrated Advisors Network LLC
NEW48,370—+48,370——$7.9M—2026-10-20
Empire Life Investments Inc.
DECREASED48,33748,670-333-1%$6.7M$7.9M+$1.2M2026-11-06
Bill Few Associates, Inc.
NEW48,302—+48,302——$7.9M—2026-10-09
Jeppson Wealth Management, LLC
INCREASED48,29447,219+1,075+2%$6.5M$7.9M+$1.4M2026-10-20
TCI Wealth Advisors, Inc.
NEW48,266—+48,266——$7.9M—2026-10-30
Cornell Pochily Investment Advisors, Inc.
NEW47,949—+47,949——$7.8M—2026-10-19
Whitener Capital Management, Inc.
NEW47,907—+47,907——$7.8M—2026-10-15
Keystone Financial Planning, Inc.
DECREASED47,73447,994-260-1%$6.6M$7.8M+$1.2M2026-10-08
Forvis Mazars Wealth Advisors, LLC
NEW47,596—+47,596——$7.7M—2026-10-13
Deane Retirement Strategies, Inc.
DECREASED47,53547,958-423-1%$6.6M$7.7M+$1.2M2026-10-09
Brian LOW Financial Group, LLC
DECREASED47,26447,268-40%$6.5M$7.7M+$1.2M2026-10-28
Trek Financial, LLC
NEW47,059—+47,059——$7.7M—2026-10-29
Little House Capital LLC
NEW46,875—+46,875——$7.6M—2026-11-06
Krilogy Financial LLC
NEW46,692—+46,692——$8.0M—2026-10-13
Portfolio Design Labs, LLC
NEW46,670—+46,670——$7.6M—2026-11-04
Koshinski Asset Management, Inc.
NEW46,561—+46,561——$7.6M—2026-10-29
Hunter Associates Investment Management LLC
NEW46,364—+46,364——$7.6M—2026-10-26
Hosking Partners LLP
NEW46,341—+46,341——$7.5M—2026-10-21
GFS Advisors, LLC
NEW46,282—+46,282——$7.5M—2026-11-03
RMR Wealth Builders
NEW46,241—+46,241——$7.5M—2026-10-22
Dudley Capital Management, LLC
NEW46,197—+46,197——$7.5M—2026-10-23
Fagan Associates, Inc.
NEW46,173—+46,173——$7.5M—2026-10-13
Patriot Financial Group Insurance Agency, LLC
NEW46,163—+46,163——$7.5M—2026-10-14
FSM Wealth Advisors, LLC
NEW46,065—+46,065——$7.8M—2026-10-27
Boyd Watterson Asset Management LLC
NEW45,897—+45,897——$7.5M—2026-11-06
Levin Capital Strategies, L.P.
NEW45,838—+45,838——$7.5M—2026-11-02
Ascentis Wealth Management, LLC
NEW45,767—+45,767——$7.5M—2026-11-03
LS Investment Advisors, LLC
NEW45,720—+45,720——$7.4M—2026-10-13
Left Brain Wealth Management, LLC
NEW45,649—+45,649——$7.4M—2026-10-28
Hollow Brook Wealth Management LLC
NEW45,648—+45,648——$7.4M—2026-10-29
Asset Planning Services Inc
DECREASED45,48045,770-290-1%$6.3K$7.4M+$7.4M2026-10-15
Capstone Wealth Management Group, Inc.
NEW45,354—+45,354——$7.4M—2026-10-19
VAN Strum & Towne Inc.
NEW45,142—+45,142——$7.3M—2026-11-06
Forbes J M & Co LLP
NEW45,099—+45,099——$7.3M—2026-10-16
Linden Thomas Advisory Services, LLC
NEW45,055—+45,055——$7.3M—2026-10-19
Calamos Wealth Management LLC
NEW44,896—+44,896——$7.3M—2026-11-02
Academy Capital Management
NEW44,751—+44,751——$7.3M—2026-11-05
Artesa Financial Group, LLC
NEW44,742—+44,742——$7.3M—2026-10-29
Triad Wealth Partners, LLC
NEW44,577—+44,577——$7.3M—2026-10-26
Triangle Securities Wealth Management
NEW44,357—+44,357——$7.2M—2026-10-14
CJM Wealth Advisers, Ltd.
NEW44,296—+44,296——$7.2M—2026-10-27
Claro Advisors Inc.
NEW44,289—+44,289——$7.2M—2026-11-02
Norden Group LLC
NEW44,260—+44,260——$7.2M—2026-10-20
J.P. Marvel Investment Advisors, LLC
NEW44,220—+44,220——$7.2M—2026-11-02
Monarch Capital Management Inc
NEW44,170—+44,170——$7.2M—2026-10-19
Redwood Family Wealth LLC
NEW44,079—+44,079——$7.2M—2026-10-20
EverSource Wealth Advisors, LLC
INCREASED44,03840,280+3,758+9%$5.5M$7.2M+$1.7M2026-11-04
CFS Investment Advisory Services, LLC
NEW43,880—+43,880——$7.2M—2026-10-19
1900 Wealth Management LLC
NEW43,840—+43,840——$7.1M—2026-10-13
Uniting Wealth Partners, LLC
NEW43,801—+43,801——$7.1M—2026-11-06
Kathmere Capital Management, LLC
NEW43,712—+43,712——$7.1M—2026-10-20
Cane Capital Partners, LLC
NEW43,684—+43,684——$7.1M—2026-10-23
Farmers & Merchants Trust Co of Long Beach
NEW43,667—+43,667——$7.1M—2026-10-22
Massachusetts Wealth Management
NEW43,558—+43,558——$7.1M—2026-10-21
Inscription Capital, LLC
NEW43,482—+43,482——$7.1M—2026-11-02
Oakworth Capital, Inc.
NEW43,341—+43,341——$7.1M—2026-10-26
Altrius Capital Management Inc
INCREASED43,33943,052+287+1%$5.9M$7.1M+$1.2M2026-11-05
Intesa Sanpaolo Wealth Management
NEW43,158—+43,158——$7.0M—2026-10-28
Moneco Advisors, LLC
NEW43,129—+43,129——$7.0M—2026-11-05
Bailard, Inc.
NEW42,910—+42,910——$7.0M—2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
NEW42,807—+42,807——$79.4M—2026-10-30
Plato Investment Management Ltd
NEW42,485—+42,485——$6.9M—2026-11-05
Hennion & Walsh Asset Management, Inc.
NEW42,361—+42,361——$6.9M—2026-10-13
Atlas Brown,Inc.
INCREASED42,34742,288+59+0%$5.8M$6.9M+$1.1M2026-10-09
Oak Harvest Investment Services
NEW42,254—+42,254——$6.9M—2026-10-20
Paradigm Asset Management Co LLC
NEW42,050—+42,050——$6.8M—2026-11-05
Burford Brothers, Inc.
NEW41,845—+41,845——$6.8M—2026-10-21
Banque Pictet & CIE SA
NEW41,805—+41,805——$6.8M—2026-10-16
Lanark Financial, Inc.
NEW41,769—+41,769——$6.8M—2026-10-26
XML Financial, LLC
NEW41,722—+41,722——$6.8M—2026-10-29
First City Capital Management, Inc.
NEW41,700—+41,700——$6.8M—2026-10-27
Old Mission Investment Co LLC
NEW41,658—+41,658——$6.8M—2026-10-22
Sentry LLC
NEW41,598—+41,598——$6.8M—2026-10-30
Scott & Selber, Inc.
NEW41,529—+41,529——$6.8M—2026-10-21
Greatmark Investment Partners, Inc.
DECREASED41,50841,642-1340%$5.7M$6.8M+$1.1M2026-10-28
Everhart Financial Group, Inc.
NEW41,417—+41,417——$6.7M—2026-10-08
Next Level Private LLC
NEW41,336—+41,336——$6.7M—2026-10-20
Garrett Wealth Advisory Group, LLC
NEW41,165—+41,165——$6.7M—2026-10-22
Robertson Stephens Wealth Management, LLC
NEW41,156—+41,156——$6.7M—2026-10-16
Harrell Investment Partners, LLC
NEW41,108—+41,108——$6.7M—2026-10-15
Harbor Investment Advisory, LLC
INCREASED41,09239,631+1,461+4%$5.4M$6.7M+$1.3M2026-10-13
Hudock, Inc.
NEW41,061—+41,061——$6.7M—2026-10-14
Mezzasalma Advisors, LLC
NEW41,055—+41,055——$6.7M—2026-10-14
Nicholas Hoffman & Company, Llc.
DECREASED40,62340,981-358-1%$5.6M$6.6M+$1.0M2026-10-30
Steel Grove Capital Advisors, LLC
INCREASED40,61739,966+651+2%$5.5M$6.6M+$1.1M2026-10-13
Asset Dedication, LLC
NEW40,441—+40,441——$6.6M—2026-11-03
MSH Capital Advisors LLC
NEW40,350—+40,350——$6.6M—2026-11-03
Aull & Monroe Investment Management Corp
NEW40,164—+40,164——$6.5M—2026-10-16
Sigma Investment Counselors Inc
NEW40,114—+40,114——$6.5M—2026-10-27
Northcape Wealth Management, LLC
NEW40,012—+40,012——$6.5M—2026-11-04
MFF Capital Investments Ltd
NEW40,000—+40,000——$6.5M—2026-11-05
Curbstone Financial Management Corp
DECREASED39,79441,214-1,420-3%$5.6M$6.5M+$841.7K2026-10-21
Spectrum Asset Management, Inc. (NB )
NEW39,651—+39,651——$6.5M—2026-10-19
Titleist Asset Management, LLC
NEW39,640—+39,640——$6.5M—2026-10-08
Aries Wealth Management
NEW39,584—+39,584——$6.4M—2026-10-23
Greenup Street Wealth Management LLC
NEW39,537—+39,537——$6.4M—2026-10-28
Quadrant Private Wealth Management, LLC
NEW39,474—+39,474——$6.4M—2026-11-04
Klingman & Associates, LLC
NEW39,345—+39,345——$6.4M—2026-10-20
GC Wealth Management RIA, LLC
NEW39,086—+39,086——$6.4M—2026-11-02
Capital Investment Advisory Services, LLC
NEW39,080—+39,080——$6.4M—2026-10-30
Catalyst Financial Partners LLC
NEW39,046—+39,046——$6.4M—2026-11-06
Journey Advisory Group, LLC
NEW39,014—+39,014——$6.3M—2026-11-04
Beacon Bank & Trust
NEW38,791—+38,791——$6.3M—2026-10-27
Valued Retirements, Inc.
NEW38,638—+38,638——$6.3M—2026-11-06
Aprio Wealth Management, LLC
NEW38,549—+38,549——$6.3M—2026-10-28
Cigna Investments Inc
NEW38,522—+38,522——$6.3M—2026-10-19
Ledyard National Bank
NEW38,436—+38,436——$6.3M—2026-10-21
Hengehold Capital Management LLC
NEW38,309—+38,309——$6.2M—2026-10-16
Lineweaver Wealth Advisors, LLC
NEW38,305—+38,305——$6.2M—2026-10-13
Grand Central Investment Group
NEW38,235—+38,235——$6.2M—2026-11-02
LaFleur & Godfrey LLC
NEW38,182—+38,182——$6.2M—2026-10-27
Live Oak Private Wealth LLC
NEW38,131—+38,131——$6.2M—2026-11-02
Northstar Asset Management Co
NEW38,093—+38,093——$6.8M—2026-10-22
Fairvoy Private Wealth, LLC
DECREASED38,07538,889-814-2%$5.3M$6.2M+$879.7K2026-10-19
United Advisor Group, LLC
NEW37,814—+37,814——$6.2M—2026-11-03
Independent Solutions Wealth Management, LLC
NEW37,799—+37,799——$6.2M—2026-10-28
Precedent Wealth Partners, LLC
INCREASED37,69135,202+2,489+7%$4.8M$6.1M+$1.3M2026-10-21
Shoker Investment Counsel, Inc.
NEW37,601—+37,601——$6.1M—2026-11-04
Financial Security Advisor, Inc.
DECREASED37,59739,491-1,894-5%$5.4M$6.1M+$719.7K2026-11-03
Westover Capital Advisors, LLC
NEW37,574—+37,574——$6.1M—2026-10-26
Perpetual Ltd
NEW37,525—+37,525——$6.1M—2026-10-13
Verus Capital Partners, LLC
NEW37,438—+37,438——$6.1M—2026-11-03
KG Capital Management
NEW37,363—+37,363——$6.1M—2026-10-15
Mountain Pacific Investment Advisers LLC
NEW37,198—+37,198——$6.1M—2026-10-29
Hazlett, Burt & Watson, Inc.
NEW37,152—+37,152——$5.3M—2026-11-04
Valley Wealth Managers, Inc.
INCREASED37,12237,021+101+0%$5.1M$6.0M+$980.1K2026-10-09
Family Capital Trust Co
NEW37,119—+37,119——$6.0M—2026-10-22
Premier Path Wealth Partners, LLC
INCREASED36,98534,619+2,366+7%$4.7M$6.0M+$1.3M2026-10-16
Retirement Investment Advisors, Inc.
NEW36,863—+36,863——$6.0M—2026-10-22
ARS Investment Partners, LLC
NEW36,818—+36,818——$6.0M—2026-11-05
BIP Wealth, LLC
NEW36,723—+36,723——$6.0M—2026-10-22
Nixon Peabody Trust Co
NEW36,698—+36,698——$6.0M—2026-10-23
Beaumont Financial Advisors, LLC
INCREASED36,54516,815+19,730+117%$2.3M$5.9M+$3.6M2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
NEW36,385—+36,385——$5.9M—2026-10-14
Obermeyer Wealth Partners
NEW36,279—+36,279——$5.9M—2026-10-21
Howard Capital Management, LLC
NEW36,245—+36,245——$5.9M—2026-10-16
Kesler, Norman & Wride, LLC
NEW36,137—+36,137——$5.9M—2026-11-06
Hara Capital LLC
NEW36,110—+36,110——$5.9M—2026-10-30
Baugh & Associates, LLC
NEW35,970—+35,970——$5.4M—2026-10-16
Freedom Day Solutions, LLC
NEW35,839—+35,839——$5.8M—2026-10-20
Keudell ison Wealth Management
NEW35,808—+35,808——$5.8M—2026-10-16
United Asset Strategies, Inc.
NEW35,690—+35,690——$5.8M—2026-10-28
Cohen Investment Advisors LLC
NEW35,638—+35,638——$5.8M—2026-10-20
W Advisors, LLC
NEW35,565—+35,565——$5.8M—2026-11-02
Aspen Wealth Management LLC
NEW35,461—+35,461——$5.8M—2026-10-14
Concord Wealth Partners
NEW35,409—+35,409——$5.8M—2026-11-02
Arista Wealth Management, LLC
NEW35,360—+35,360——$5.8M—2026-10-29
Solitude Financial Services
NEW35,266—+35,266——$5.7M—2026-10-26
Burns J W & Co Inc
INCREASED35,25734,581+676+2%$4.7M$5.7M+$1.0M2026-10-20
Manske Wealth Management
NEW35,181—+35,181——$5.7M—2026-10-26
Bria Capital Group, LLC
NEW35,140—+35,140——$5.7M—2026-10-22
Chatham Capital Group, Inc.
NEW35,035—+35,035——$5.7M—2026-10-16
American Assets Inc
NEW35,000—+35,000——$5.7M—2026-10-30
Carret Asset Management, LLC
DECREASED34,89836,478-1,580-4%$5.0M$5.7M+$692.4K2026-11-04
Leelyn Smith, LLC
NEW34,684—+34,684——$5.6M—2026-11-03
Moss Adams Wealth Advisors LLC
NEW34,501—+34,501——$5.6M—2026-10-28
Hopwood Financial Services, Inc.
NEW34,455—+34,455——$5.6M—2026-10-29
Convergence Investment Partners, LLC
NEW34,392—+34,392——$5.6M—2026-10-28
Peoples Financial Services Corp.
NEW34,385—+34,385——$5.6M—2026-10-20
Strengthening Families & Communities, LLC
NEW34,251—+34,251——$5.6M—2026-10-21
Weaver Capital Management LLC
NEW34,124—+34,124——$5.6M—2026-10-15
McCollum Christoferson Group LLC
NEW34,017—+34,017——$799.7K—2026-10-13
Compass Financial Management LLC
INCREASED33,93719,004+14,933+79%$2.9M$5.5M+$2.6M2026-10-30
CRA Financial Services, LLC
NEW33,909—+33,909——$5.5M—2026-10-16
Cherokee Insurance Co
NEW33,900—+33,900——$5.5M—2026-11-05
Fulcrum Asset Management LLP
NEW33,899—+33,899——$5.5M—2026-11-04
InvesTrust
DECREASED33,88736,755-2,868-8%$5.0M$5.5M+$490.0K2026-10-14
Generali Investments, Management Co LLC
NEW33,884—+33,884——$5.5M—2026-10-19
True Private Wealth Advisors
NEW33,612—+33,612——$5.5M—2026-10-19
Wright Investors Service Inc
NEW33,482—+33,482——$5.4M—2026-11-02
MCF Advisors LLC
NEW33,460—+33,460——$5.4M—2026-10-28
McAlister, Sweet & Associates, Inc.
NEW33,267—+33,267——$5.4M—2026-10-07
Masterinvest Kapitalanlage GmbH
NEW33,127—+33,127——$5.4M—2026-11-03
Meridian Financial Partners LLC
NEW33,120—+33,120——$5.8M—2026-10-23
Park Edge Advisors, LLC
NEW33,093—+33,093——$5.4M—2026-10-28
KCM Investment Advisors LLC
NEW33,040—+33,040——$5.4M—2026-10-27
Commonwealth Retirement Investments LLC
INCREASED32,87732,750+127+0%$4.5M$5.4M+$873.2K2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
NEW32,853—+32,853——$5.3M—2026-10-23
TCV Trust & Wealth Management, Inc.
NEW32,524—+32,524——$5.3M—2026-10-16
Cove Private Wealth, LLC
NEW32,442—+32,442——$5.3M—2026-10-28
Almanack Investment Partners, Llc.
NEW32,207—+32,207——$5.2M—2026-11-03
BankPlus Trust Department
NEW32,202—+32,202——$5.2M—2026-11-06
Great Diamond Partners, LLC
NEW32,068—+32,068——$5.2M—2026-10-13
Nkcfo LLC
UNCHANGED31,95031,95000%$4.4K$5.2M+$5.2M2026-11-04
Strategic Wealth Investment Group, LLC
NEW31,930—+31,930——$5.2M—2026-10-29
Embree Financial Group
NEW31,903—+31,903——$5.2M—2026-10-22
Gryphon Financial Partners LLC
NEW31,850—+31,850——$5.2M—2026-11-04
Mitchell & Pahl Private Wealth, LLC
NEW31,814—+31,814——$5.2M—2026-10-14
St. Louis Financial Planners Asset Management, LLC
NEW31,774—+31,774——$5.4M—2026-10-16
YHB Investment Advisors, Inc.
NEW31,704—+31,704——$5.2M—2026-10-08
71 West Capital Partners
NEW31,695—+31,695——$5.2M—2026-11-04
Concord Asset Management, LLC
NEW31,695—+31,695——$5.2M—2026-11-02
Legacy Private Trust Co.
NEW31,521—+31,521——$5.1M—2026-10-06
Stillwater Wealth Management Group
NEW31,433—+31,433——$5.1M—2026-10-21
Graves Light Lenhart Wealth, Inc.
NEW31,208—+31,208——$5.1M—2026-10-09
PFG Advisors
NEW31,086—+31,086——$5.1M—2026-10-16
First Business Financial Services, Inc.
NEW30,981—+30,981——$5.0M—2026-10-29
Grey Ledge Advisors, LLC
INCREASED30,91529,264+1,651+6%$4.0M$5.0M+$1.0M2026-11-02
Fragasso Financial Advisors Inc
NEW30,856—+30,856——$5.2M—2026-10-13
JFS Wealth Advisors, LLC
NEW30,762—+30,762——$5.0M—2026-11-03
Relyea Zuckerberg Hanson LLC
NEW30,706—+30,706——$5.0M—2026-10-20
Hamilton Capital, LLC
NEW30,688—+30,688——$5.0M—2026-10-08
Patten Group, Inc.
NEW30,685—+30,685——$5.0M—2026-10-26
O'Keefe Stevens Advisory, Inc.
NEW30,655—+30,655——$5.0M—2026-10-09
HF Advisory Group, LLC
NEW30,569—+30,569——$5.0M—2026-10-09
Shrier Wealth Management, LLC
NEW30,430—+30,430——$5.0M—2026-10-20
Kirr Marbach & Co LLC
NEW30,352—+30,352——$4.9M—2026-10-20
Hartford Financial Management Inc.
NEW30,325—+30,325——$4.9M—2026-10-21
Flagship Capital Management Inc.
NEW30,287—+30,287——$4.9M—2026-10-20
TD Private Client Wealth LLC
NEW30,167—+30,167——$4.9M—2026-10-28
Michels Family Financial, LLC
NEW30,164—+30,164——$4.9M—2026-11-02
Fortis Group Advisors, LLC
INCREASED30,12824,013+6,115+25%$3.3M$5.5M+$2.2M2026-11-06
Union Savings Bank
NEW30,081—+30,081——$4.9M—2026-10-14
Univest Financial Corp
NEW30,058—+30,058——$4.9M—2026-11-05
Investment Partners, Ltd.
NEW30,034—+30,034——$4.9M—2026-10-29
Finivi Inc.
NEW29,995—+29,995——$4.9M—2026-10-13
Orca Wealth Management, LLC
NEW29,955—+29,955——$4.9M—2026-10-14
Mogy Joel R Investment Counsel Inc
NEW29,918—+29,918——$4.9M—2026-10-13
Eagle Wealth Strategies LLC
NEW29,827—+29,827——$4.9M—2026-10-20
Means Investment Co., Inc.
NEW29,766—+29,766——$4.8M—2026-11-03
Aspiriant, LLC
NEW29,765—+29,765——$4.8M—2026-10-16
Ddfg, Inc
NEW29,565—+29,565——$4.8M—2026-10-15
Blueprint Investment Partners LLC
NEW29,464—+29,464——$4.8M—2026-10-28
Avestar Capital, LLC
NEW29,333—+29,333——$4.8M—2026-10-28
James Investment Research, Inc.
NEW29,313—+29,313——$4.8M—2026-10-22
Angeles Wealth Management, LLC
NEW29,297—+29,297——$4.8M—2026-10-26
Alta Advisers Ltd
NEW29,148—+29,148——$4.7M—2026-11-02
Rockline Wealth Management, LLC
NEW29,000—+29,000——$4.7M—2026-10-26
Hardy Reed LLC
NEW28,963—+28,963——$4.7M—2026-11-06
Waldron Private Wealth LLC
NEW28,834—+28,834——$4.7M—2026-11-02
Appleton Partners Inc
NEW28,810—+28,810——$4.7M—2026-10-30
Laurel Wealth Advisors LLC
NEW28,636—+28,636——$4.7M—2026-10-27
San Luis Wealth Advisors LLC
NEW28,506—+28,506——$4.6M—2026-10-27
Hohimer Wealth Management, LLC
NEW28,504—+28,504——$4.6M—2026-11-04
Forza Wealth Management, LLC
NEW28,421—+28,421——$4.6M—2026-10-20
Ellsworth Advisors, LLC
NEW28,408—+28,408——$4.6M—2026-10-15
Brown, Lisle Ings, Inc.
NEW28,182—+28,182——$4.6M—2026-10-16
Accretive Wealth Partners, LLC
NEW28,122—+28,122——$4.6M—2026-11-06
Forum Financial Management, LP
NEW28,035—+28,035——$4.6M—2026-10-16
Challenger Wealth Management
NEW27,987—+27,987——$4.6M—2026-10-30
Laurel OAK Wealth Management, LLC
NEW27,917—+27,917——$4.5M—2026-10-19
Trust Co
INCREASED27,9162,137+25,779+1206%$292.2K$4.5M+$4.3M2026-10-09
Uncommon Cents Investing Inc
NEW27,642—+27,642——$4.5M—2026-10-20
Bison Wealth, LLC
NEW27,588—+27,588——$4.7M—2026-10-13
Advisor OS, LLC
NEW27,508—+27,508——$4.5M—2026-11-03
Dmkc Advisory Services, LLC
NEW27,325—+27,325——$4.4M—2026-11-04
Private Capital Advisors, Inc.
DECREASED27,21527,815-600-2%$3.8M$4.4M+$626.4K2026-10-06
Arrow Financial Corp
NEW27,170—+27,170——$4.4M—2026-10-26
Ti-Trust, Inc
NEW27,134—+27,134——$4.4M—2026-10-21
Excalibur Management Corp
NEW27,056—+27,056——$4.4M—2026-11-02
Vaquero Private Wealth, LTD
NEW26,981—+26,981——$4.4M—2026-10-27
Marks Group Wealth Management, Inc
NEW26,981—+26,981——$4.4M—2026-11-05
Thompson Siegel & Walmsley LLC
NEW26,916—+26,916——$4.4M—2026-11-05
Acropolis Investment Management, LLC
NEW26,895—+26,895——$4.4M—2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW26,819—+26,819——$4.4M—2026-10-14
Bochk Asset Management Ltd
NEW26,800—+26,800——$4.4M—2026-10-29
Amarillo National Bank
DECREASED26,76226,910-148-1%$3.7M$4.4M+$676.4K2026-10-23
Asset One Wealth Management LLC
NEW26,700—+26,700——$4.3M—2026-11-02
SeaCrest Wealth Management, LLC
NEW26,630—+26,630——$4.3M—2026-10-21
Royal Palms Capital LLC
NEW26,595—+26,595——$4.3M—2026-10-23
Udine Wealth Management, Inc.
NEW26,560—+26,560——$4.3M—2026-10-23
Nvwm, LLC
NEW26,524—+26,524——$4.3M—2026-10-14
Buttonwood Financial Advisors Inc.
NEW26,464—+26,464——$4.3M—2026-10-13
Biltmore Family Office, LLC
NEW26,316—+26,316——$4.3M—2026-11-03
Outlook Wealth Advisors, LLC
NEW26,281—+26,281——$4.3M—2026-10-28
Stableford Capital II LLC
NEW26,220—+26,220——$4.3M—2026-10-09
Sound Income Strategies, LLC
NEW26,194—+26,194——$4.4M—2026-10-09
Focused Wealth Management, Inc
NEW26,142—+26,142——$4.3M—2026-10-30
Tounjian Advisory Partners, LLC
NEW26,094—+26,094——$4.2M—2026-11-04
Personal CFO Solutions, LLC
NEW26,066—+26,066——$4.2M—2026-11-06
Schaper Benz & Wise Investment Counsel Inc
INCREASED26,03224,222+1,810+7%$3.3M$4.2M+$925.1K2026-10-09
Supplemental Annuity Collective Trust of NJ
NEW26,017—+26,017——$4.2M—2026-11-02
Lantz Financial LLC
NEW25,917—+25,917——$4.2M—2026-10-15
Integras Partners LLC
NEW25,915—+25,915——$4.2M—2026-10-30
Axxion S.A.
NEW25,896—+25,896——$4.2M—2026-10-22
Twelve Points Wealth Management LLC
NEW25,886—+25,886——$4.8M—2026-11-03
Zions Bancorporation, National Association
NEW25,855—+25,855——$4.2M—2026-11-06
Arvest Investments, Inc.
NEW25,727—+25,727——$4.2M—2026-10-21
Ellerson Group Inc
NEW25,711—+25,711——$4.6M—2026-11-04
LVW Advisors, LLC
NEW25,702—+25,702——$4.2M—2026-10-19
Altfest L J & Co Inc
NEW25,550—+25,550——$4.2M—2026-10-27
Allen Capital Group, LLC
NEW25,499—+25,499——$4.2M—2026-10-27
Silverlake Wealth Management LLC
NEW25,394—+25,394——$4.1M—2026-10-21
Stolper Co
INCREASED25,37625,234+142+1%$3.5K$4.1M+$4.1M2026-10-13
Citizens & Northern Corp
NEW25,361—+25,361——$4.1M—2026-11-06
Anchyra Partners LLC
NEW25,272—+25,272——$4.1M—2026-10-13
Azzad Asset Management Inc
NEW25,254—+25,254——$4.1M—2026-11-04
PDS Planning, Inc
NEW25,244—+25,244——$4.1M—2026-11-03
Finer Wealth Management, Inc.
NEW25,216—+25,216——$4.1M—2026-10-16
ICW Investment Advisors LLC
NEW25,176—+25,176——$4.1M—2026-10-27
Redhawk Wealth Advisors, Inc.
NEW25,145—+25,145——$4.1M—2026-10-14
Facet Wealth, Inc.
NEW25,065—+25,065——$4.1M—2026-11-04
First Command Advisory Services, Inc.
INCREASED24,9741,663+23,311+1402%$227.4K$4.1M+$3.8M2026-11-05
Delta Financial Advisors LLC
NEW24,928—+24,928——$4.1M—2026-10-27
Victory Financial Group, LLC
NEW24,828—+24,828——$4.0M—2026-10-27
Northern Financial Advisors Inc
NEW24,806—+24,806——$4.0M—2026-10-29
Clearstead Trust, LLC
NEW24,786—+24,786——$4.0M—2026-11-06
CoreCap Advisors, LLC
NEW24,755—+24,755——$4.0M—2026-10-08
Abel Hall, LLC
NEW24,728—+24,728——$4.0M—2026-10-19
Bourgeon Capital Management LLC
NEW24,586—+24,586——$4.0M—2026-10-19
Congress Park Capital LLC
NEW24,489—+24,489——$4.0M—2026-10-13
Secure Asset Management, LLC
NEW24,469—+24,469——$4.0M—2026-10-19
Acumen Wealth Advisors, LLC
NEW24,359—+24,359——$4.0M—2026-11-05
Summit Asset Management, LLC
NEW24,305—+24,305——$4.0M—2026-11-05
Beacon Investment Advisory Services, Inc.
NEW24,284—+24,284——$4.0M—2026-10-13
Argentarii, LLC
NEW24,144—+24,144——$3.9M—2026-10-28
Worth Asset Management, LLC
INCREASED24,1445,678+18,466+325%$776.3K$3.9M+$3.2M2026-10-07
Parkway Wealth Management Group, LLC
NEW24,097—+24,097——$3.9M—2026-10-20
Exchange Bank
NEW24,017—+24,017——$3.9M—2026-10-07
Machina Capital S.A.S.
NEW23,980—+23,980——$3.9M—2026-11-05
Brandywine OAK Private Wealth LLC
NEW23,973—+23,973——$3.9M—2026-10-23
Bradyco, Inc.
NEW23,961—+23,961——$3.9M—2026-11-03
Insight Inv LLC
NEW23,918—+23,918——$3.9M—2026-10-27
Beam Wealth Advisors, Inc.
NEW23,866—+23,866——$3.9M—2026-11-03
RFG - Bristol Wealth Advisors, LLC
NEW23,853—+23,853——$3.9M—2026-10-09
Marino, Stram & Associates LLC
NEW23,771—+23,771——$3.9M—2026-10-22
3Chopt Investment Partners, LLC
NEW23,741—+23,741——$3.9M—2026-10-30
Tred Avon Family Wealth, LLC
NEW23,725—+23,725——$3.9M—2026-10-20
Wealth Management Partners, LLC
NEW23,722—+23,722——$3.9M—2026-10-21
Trust Co of Oklahoma
NEW23,717—+23,717——$3.9M—2026-10-15
Summit Global Investments
NEW23,700—+23,700——$3.9M—2026-10-28
Madden Securities Corp
NEW23,617—+23,617——$3.8M—2026-10-27
RKL Wealth Management LLC
NEW23,524—+23,524——$3.8M—2026-10-16
Community Bank of Raymore
NEW23,501—+23,501——$3.8M—2026-10-23
Westhampton Capital, LLC
NEW23,420—+23,420——$3.8M—2026-10-30
DT Investment Partners, LLC
NEW23,255—+23,255——$3.8M—2026-10-27
Correct Capital Wealth Management
INCREASED23,23022,937+293+1%$3.1M$3.8M+$644.8K2026-11-02
Pines Wealth Management, LLC
NEW23,209—+23,209——$3.8M—2026-10-21
Connecticut Wealth Management, LLC
NEW23,174—+23,174——$3.8M—2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW23,159—+23,159——$3.8M—2026-10-27
Raab & Moskowitz Asset Management LLC
NEW23,053—+23,053——$3.8M—2026-11-02
First National Bank Sioux Falls
NEW23,051—+23,051——$3.8M—2026-10-13
Telos Capital Management, Inc.
NEW23,048—+23,048——$3.8M—2026-11-02
Archford Capital Strategies, LLC
NEW22,955—+22,955——$3.7M—2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
DECREASED22,95323,533-580-2%$3.2M$3.7M+$518.2K2026-10-19
JB Capital LLC
NEW22,926—+22,926——$3.7M—2026-10-19
Rasp Wealth Solutions, LLC
NEW22,923—+22,923——$3.7M—2026-11-06
Davidson Trust Co
NEW22,912—+22,912——$3.7M—2026-10-09
Adamsbrown Wealth Consultants LLC
NEW22,894—+22,894——$3.7M—2026-10-20
McAdam, LLC
NEW22,835—+22,835——$3.7M—2026-10-21
Focus Financial Network, Inc.
NEW22,801—+22,801——$3.7M—2026-10-14
Premier Fund Managers Ltd
NEW22,763—+22,763——$3.7M—2026-11-02
Smart Wealth LLC
NEW22,760—+22,760——$3.7M—2026-11-04
Enterprise Financial Services Corp
NEW22,745—+22,745——$3.7M—2026-11-03
Unison Advisors LLC
NEW22,693—+22,693——$3.7M—2026-10-29
Hubbell Strickland Wealth Management, LLC
NEW22,669—+22,669——$3.7M—2026-10-29
Avity Investment Management Inc.
NEW22,467—+22,467——$3.7M—2026-10-09
HCR Wealth Advisors
NEW22,463—+22,463——$3.7M—2026-10-15
Sunbeam Capital Management, LLC
NEW22,402—+22,402——$3.6M—2026-11-05
Quintet Private Bank (Europe) S.A.
NEW22,353—+22,353——$3.6M—2026-10-08
Barrett & Company, Inc.
NEW22,309—+22,309——$3.6M—2026-10-22
Kentucky Trust Co
NEW22,288—+22,288——$3.6M—2026-10-15
Myriad Asset Management Advisors LLC
NEW22,264—+22,264——$3.6M—2026-11-03
Columbia Asset Management
NEW22,183—+22,183——$3.6M—2026-10-19
Barr E S & Co
NEW22,119—+22,119——$3.6M—2026-11-06
Signature Estate & Investment Advisors LLC
NEW22,091—+22,091——$3.6M—2026-10-13
Lifetime Wealth Management P.C.
NEW21,917—+21,917——$3.6M—2026-10-29
Cornerstone Advisory, LLC
NEW21,903—+21,903——$3.6M—2026-11-06
Everest Financial Group LLC
NEW21,872—+21,872——$3.6M—2026-11-06
Columbus Macro, LLC
NEW21,868—+21,868——$3.6M—2026-10-14
Bedel Financial Consulting, Inc.
NEW21,853—+21,853——$3.6M—2026-11-06
Cookson Peirce & Co Inc
NEW21,715—+21,715——$3.5M—2026-10-30
WealthPLAN Partners, LLC
NEW21,683—+21,683——$3.5M—2026-10-15
Mayfair Advisory Group, LLC
NEW21,663—+21,663——$3.5M—2026-10-20
Wagner Wealth Management, LLC
NEW21,647—+21,647——$3.5M—2026-10-21
Financial Advisory Partners, LLC
NEW21,610—+21,610——$3.5M—2026-10-23
Alpine Bank Wealth Management
NEW21,599—+21,599——$3.5M—2026-10-16
Gibson Wealth Advisors LLC
NEW21,596—+21,596——$3.5M—2026-10-20
Guided Capital Wealth Management, LLC
NEW21,569—+21,569——$3.5M—2026-10-21
Argos Wealth Advisors, LLC
NEW21,539—+21,539——$3.5M—2026-11-02
Greenfield Savings Bank
NEW21,527—+21,527——$3.5M—2026-10-07
Mattern Wealth Management LLC
NEW21,414—+21,414——$3.5M—2026-11-04
Integrity Advisory Solutions, LLC
NEW21,408—+21,408——$3.5M—2026-10-29
Beverly Hills Private Wealth, LLC
NEW21,392—+21,392——$3.5M—2026-11-04
Armstrong, Fleming & Moore, Inc
NEW21,378—+21,378——$3.5M—2026-10-28
Financial Management Professionals, Inc.
NEW21,339—+21,339——$3.5M—2026-10-23
Athena Wealth Management, LLC
NEW21,323—+21,323——$3.5M—2026-10-09
Seamount Financial Group Inc
NEW21,284—+21,284——$3.5M—2026-10-21
Howard Financial Services, Ltd.
NEW21,281—+21,281——$3.5M—2026-10-15
Cadent Capital Advisors, LLC
NEW21,248—+21,248——$3.5M—2026-10-09
Client 1ST Advisory Group, LLC
NEW21,240—+21,240——$3.5M—2026-10-19
Nova Financial LLC
NEW21,226—+21,226——$3.5M—2026-11-04
Seneca Financial Advisors LLC
NEW21,108—+21,108——$3.4M—2026-10-28
Red Spruce Capital, LLC
NEW21,101—+21,101——$3.4M—2026-10-07
Presilium Private Wealth, LLC
INCREASED21,03720,838+199+1%$2.8M$3.4M+$574.8K2026-10-26
Sippican Capital Advisors
NEW20,930—+20,930——$3.4M—2026-10-23
Quadcap Wealth Management, LLC
NEW20,903—+20,903——$3.4M—2026-11-02
Mitchell Sinkler & Starr
NEW20,861—+20,861——$3.4M—2026-10-13
Valley National Advisers Inc
NEW20,764—+20,764——$3.4M—2026-10-23
Willis Johnson Wealth, Inc.
NEW20,717—+20,717——$3.4M—2026-11-03
Core Wealth Partners LLC
NEW20,710—+20,710——$3.4M—2026-11-02
Bank & Trust Co
NEW20,658—+20,658——$3.4M—2026-10-07
Alkeme Wealth, LLC
NEW20,658—+20,658——$3.4M—2026-10-08
Ackerman Capital Advisors, LLC
NEW20,631—+20,631——$3.4M—2026-10-30
Shepherd Financial Partners LLC
NEW20,533—+20,533——$3.3M—2026-11-03
Ignite Planners, LLC
NEW20,492—+20,492——$3.3M—2026-10-14
KPP Advisory Services LLC
NEW20,419—+20,419——$3.3M—2026-10-26
Global Financial Private Client, LLC
NEW20,404—+20,404——$3.3M—2026-10-15
IFG Advisors, LLC
NEW20,402—+20,402——$3.3M—2026-10-15
Partners Wealth Management, LLC
NEW20,381—+20,381——$3.3M—2026-10-28
Tilia Fiduciary Partners, Inc.
INCREASED20,3343,719+16,615+447%$508.4K$3.3M+$2.8M2026-10-09
New England Research & Management, Inc.
NEW20,289—+20,289——$3.3M—2026-10-16
Barlow Wealth Partners, LLC
NEW20,059—+20,059——$3.3M—2026-10-15
OmniStar Financial Group, Inc.
NEW20,028—+20,028——$3.3M—2026-10-26
Argonautica Private Wealth Management, Inc
NEW19,942—+19,942——$3.2M—2026-11-02
Archer Investment Corp
NEW19,872—+19,872——$3.2M—2026-11-05
McAlvany Wealth Management LLC
NEW19,861—+19,861——$3.2M—2026-10-29
Eclectic Associates Inc
NEW19,794—+19,794——$3.2M—2026-10-09
Kieckhefer Group LLC
NEW19,794—+19,794——$3.2M—2026-10-13
Smith Chas P & Associates PA Cpas
NEW19,793—+19,793——$3.5M—2026-10-22
VCI Wealth Management LLC
NEW19,786—+19,786——$3.2M—2026-10-29
Revisor Wealth Management LLC
NEW19,693—+19,693——$3.4M—2026-10-20
Keener Financial Planning LLC
NEW19,684—+19,684——$3.2M—2026-11-06
Portside Wealth Group, LLC
NEW19,679—+19,679——$3.2M—2026-10-20
Richard P Slaughter Associates Inc
NEW19,642—+19,642——$3.2M—2026-10-13
Alpha Omega Wealth Management LLC
NEW19,614—+19,614——$3.2M—2026-10-23
Stiles Financial Services Inc
DECREASED19,56919,809-240-1%$2.7M$3.2M+$476.5K2026-10-30
R.H. Dinel Investment Counsel, Inc.
DECREASED19,49220,442-950-5%$2.8M$3.2M+$377.5K2026-10-14
Harfst & Associates, Inc.
NEW19,471—+19,471——$3.2M—2026-10-20
Roberts Wealth Advisors, LLC
NEW19,460—+19,460——$3.2M—2026-10-14
WealthBridge Capital Management, LLC
NEW19,441—+19,441——$3.2M—2026-10-16
Coston, McIsaac & Partners
NEW19,392—+19,392——$3.2M—2026-11-06
Sovran Advisors, LLC
NEW19,287—+19,287——$3.5M—2026-11-02
PFS Partners, LLC
NEW19,279—+19,279——$3.1M—2026-10-21
Gilman Hill Asset Management, LLC
NEW19,267—+19,267——$3.1M—2026-10-13
Rayburn West Financial Services LLC
NEW19,230—+19,230——$3.1M—2026-11-03
Corundum Group, Inc.
INCREASED19,21318,821+392+2%$2.6M$3.1M+$553.7K2026-10-28
Impact Capital Partners LLC
NEW19,200—+19,200——$3.1M—2026-10-22
Alchemi Wealth, LLC
NEW19,197—+19,197——$3.1M—2026-11-04
Worthington Financial Partners, LLC
NEW19,134—+19,134——$3.1M—2026-10-13
NewSquare Capital LLC
NEW19,117—+19,117——$3.1M—2026-11-06
Walkner Condon Financial Advisors LLC
NEW19,001—+19,001——$3.1M—2026-11-02
St. Clair Advisors, LLC
INCREASED18,98018,978+2+0%$2.6M$3.1M+$494.3K2026-10-13
XXI Wealth, LLC
INCREASED18,92718,528+399+2%$2.5M$3.1M+$547.2K2026-10-22
SmartHarvest Portfolios, LLC
NEW18,913—+18,913——$3.1M—2026-10-26
CMH Wealth Management LLC
NEW18,909—+18,909——$3.1M—2026-10-22
Legacy Trust
NEW18,903—+18,903——$3.5M—2026-11-06
Ballast, Inc.
NEW18,803—+18,803——$3.1M—2026-10-20
Good Steward Wealth Advisors,LLC
NEW18,712—+18,712——$3.0M—2026-11-06
Entruity Wealth, LLC
NEW18,694—+18,694——$3.0M—2026-11-06
Cypress Wealth Services, LLC
NEW18,603—+18,603——$3.1M—2026-10-21
World Equity Group, Inc.
NEW18,558—+18,558——$3.0M—2026-10-14
China Universal Asset Management Co., Ltd.
NEW18,538—+18,538——$3.0M—2026-10-28
Lyell Wealth Management, LP
DECREASED18,52918,860-331-2%$2.6M$3.0M+$437.0K2026-10-30
MBL Wealth, LLC
NEW18,504—+18,504——$3.0M—2026-10-22
Financial Council, LLC
NEW18,474—+18,474——$3.0M—2026-11-02
Autumn Glory Partners, LLC
NEW18,425—+18,425——$3.0M—2026-10-26
Romano Brothers and Company
NEW18,403—+18,403——$3.0M—2026-10-22
TFC Financial Management, Inc.
NEW18,348—+18,348——$3.0M—2026-10-26
Elevatus Welath Management
NEW18,335—+18,335——$3.0M—2026-10-19
Evansbrook LLC
NEW18,315—+18,315——$3.0M—2026-10-16
Cypress Asset Management Inc
NEW18,247—+18,247——$3.0M—2026-10-09
Accredited Investors Inc.
NEW18,198—+18,198——$3.0M—2026-11-03
McGlone Suttner Wealth Management, Inc.
NEW18,191—+18,191——$3.0M—2026-10-13
Nikulski Financial, Inc.
NEW18,189—+18,189——$3.0M—2026-11-06
Pine Haven Investment Counsel, Inc
NEW18,177—+18,177——$3.0M—2026-11-02
Cerro Pacific Wealth Advisors LLC
NEW18,139—+18,139——$3.0M—2026-10-22
Compass Ion Advisors, LLC
NEW18,139—+18,139——$3.0M—2026-10-23
Spring Capital Management, LLC
NEW18,073—+18,073——$2.9M—2026-10-09
Mindset Wealth Management, LLC
NEW18,032—+18,032——$2.9M—2026-10-19
Millennium Capital Advisors, LLC
NEW18,001—+18,001——$2.9M—2026-10-16
Kentucky Farm Bureau Mutual Insurance Co
NEW18,000—+18,000——$2.9M—2026-11-06
Fulton Breakefield Broenniman LLC
NEW17,995—+17,995——$2.9M—2026-11-03
Firestone Capital Management
NEW17,988—+17,988——$2.9M—2026-11-03
Armstrong Advisory Group, Inc
NEW17,967—+17,967——$2.9M—2026-10-09
Uptick Partners, LLC
NEW17,868—+17,868——$2.9M—2026-11-04
Drum Hill Capital, LLC
NEW17,847—+17,847——$2.9M—2026-10-20
Wealth Quarterback LLC
NEW17,828—+17,828——$2.9M—2026-10-20
Greenwood Gearhart LLC
NEW17,813—+17,813——$2.9M—2026-11-02
S.E.E.D. Planning Group LLC
NEW17,785—+17,785——$2.9M—2026-10-07
Adelphi Trust Co
NEW17,748—+17,748——$2.9M—2026-10-05
Kuhn & Co Investment Counsel
NEW17,727—+17,727——$2.9M—2026-10-29
Great Lakes Retirement, Inc.
NEW17,528—+17,528——$2.9M—2026-10-26
Schneider Downs Wealth Management Advisors, LP
NEW17,456—+17,456——$2.8M—2026-10-27
QTR Family Wealth, LLC
NEW17,437—+17,437——$2.8M—2026-11-02
Traphagen Investment Advisors LLC
NEW17,425—+17,425——$2.8M—2026-10-14
Advisors Management Group Inc
DECREASED17,39919,467-2,068-11%$2.7K$2.8M+$2.8M2026-11-05
Midwest Professional Planners, Ltd.
NEW17,397—+17,397——$2.8M—2026-10-29
ACT Wealth Management, LLC
NEW17,365—+17,365——$2.8M—2026-10-09
Beacon Financial Advisory LLC
NEW17,319—+17,319——$2.8M—2026-10-16
Colonial River Investments, LLC
NEW17,299—+17,299——$2.8M—2026-10-19
Mustard Seed Financial, LLC
NEW17,230—+17,230——$2.8M—2026-10-30
Summit Wealth Group LLC / Co
NEW17,215—+17,215——$2.8M—2026-10-29
Lauterbach Financial Advisors, LLC
NEW17,148—+17,148——$2.8M—2026-10-21
Ellis Investment Partners, LLC
NEW17,144—+17,144——$2.8M—2026-10-21
Gleason Group, Inc.
NEW17,115—+17,115——$2.8M—2026-10-15
Woodard & Co Asset Management Group Inc
NEW17,112—+17,112——$2.8M—2026-11-03
Hendley & Co Inc
INCREASED17,07716,702+375+2%$2.3K$2.8M+$2.8M2026-10-29
Mcdonald Partners LLC
NEW17,052—+17,052——$2.8M—2026-11-03
Blume Capital Management, Inc.
NEW16,987—+16,987——$2.8M—2026-10-26
Wealth Architects, LLC
NEW16,964—+16,964——$2.8M—2026-11-03
Miramontes Capital, LLC
NEW16,873—+16,873——$2.7M—2026-10-19
J. Team Financial, Inc.
NEW16,799—+16,799——$2.7M—2026-11-03
Lee Financial Co
NEW16,796—+16,796——$2.7M—2026-10-16
Capital Square, LLC
DECREASED16,76416,948-184-1%$2.4M$2.7M+$374.6K2026-10-19
Fire Capital Management LLC
NEW16,735—+16,735——$2.7M—2026-10-27
O'Domhnaill Enterprises, Inc.
NEW16,728—+16,728——$2.7M—2026-10-29
Avion Wealth
NEW16,716—+16,716——$2.7M—2026-11-04
Novem Group
NEW16,635—+16,635——$2.7M—2026-10-19
Todd Asset Management LLC
NEW16,625—+16,625——$2.7M—2026-10-27
Kennebec Savings Bank
NEW16,578—+16,578——$2.7M—2026-10-22
Atwood & Palmer Inc
NEW16,554—+16,554——$2.7M—2026-10-08
Hummer Financial Advisory Services Inc
NEW16,550—+16,550——$2.7M—2026-10-09
Maia Wealth LLC
NEW16,528—+16,528——$2.7M—2026-10-19
Gibbs Wealth Management
NEW16,496—+16,496——$2.7M—2026-10-22
Galvin, Gaustad & Stein, LLC
NEW16,481—+16,481——$2.7M—2026-10-08
Wealth Dimensions Group, Ltd.
NEW16,406—+16,406——$2.7M—2026-11-02
Baker Chad R
NEW16,400—+16,400——$2.7M—2026-10-22
BluePrint Investing LLC
NEW16,363—+16,363——$2.7M—2026-10-14
Money Concepts Capital Corp
NEW16,344—+16,344——$2.7M—2026-11-06
State of Wyoming
NEW16,330—+16,330——$2.7M—2026-10-28
W.G. Shaheen & Associates DBA Whitney & Co
NEW16,328—+16,328——$2.7M—2026-11-03
BOS Asset Management, LLC
NEW16,321—+16,321——$2.7M—2026-10-09
Warwick Investment Management, Inc.
NEW16,293—+16,293——$2.6M—2026-10-19
Root Financial Partners, LLC
INCREASED16,27811,438+4,840+42%$1.6M$2.6M+$1.1M2026-10-21
Boomfish Wealth Group, LLC
NEW16,277—+16,277——$2.6M—2026-10-22
Eagle Bay Advisors LLC
NEW16,270—+16,270——$2.6M—2026-10-16
Vicus Capital
DECREASED16,20316,538-335-2%$2.3M$2.6M+$376.0K2026-11-05
Howard Capital Management Group, LLC
NEW16,151—+16,151——$2.6M—2026-10-16
Lazari Capital Management, Inc.
NEW16,143—+16,143——$2.6M—2026-10-20
Rede Wealth, LLC
NEW16,139—+16,139——$2.6M—2026-10-22
Achmea Investment Management B.V.
NEW16,104—+16,104——$2.6M—2026-10-30
Northside Capital Management, LLC
NEW16,100—+16,100——$2.6M—2026-10-13
Kestra Investment Management, LLC
NEW16,087—+16,087——$2.6M—2026-11-04
DSG Capital Advisors, LLC
NEW16,046—+16,046——$2.6M—2026-11-05
Blueprint Financial Advisors LLC
NEW15,977—+15,977——$2.6M—2026-10-28
Rhodes Investment Advisors Inc
NEW15,919—+15,919——$2.6M—2026-10-07
Melfa Wealth Management, Inc.
NEW15,867—+15,867——$2.6M—2026-11-06
Optima Capital LLC
NEW15,862—+15,862——$2.6M—2026-10-29
St. Johns Investment Management Company, LLC
NEW15,849—+15,849——$2.6M—2026-10-30
Rydar Equities, Inc.
NEW15,801—+15,801——$2.6M—2026-10-13
BridgePort Financial Solutions, LLC
NEW15,801—+15,801——$2.6M—2026-11-02
Inlet Private Wealth, LLC
NEW15,779—+15,779——$2.6M—2026-10-21
Platform Technology Partners
NEW15,766—+15,766——$2.6M—2026-11-02
Golden Reserve Retirement LLC
NEW15,756—+15,756——$2.6M—2026-11-02
Johnson & White Wealth Management, LLC
NEW15,698—+15,698——$2.6M—2026-11-03
E&G Advisors, LLC
NEW15,678—+15,678——$2.6M—2026-10-13
Oak Asset Management, LLC
NEW15,674—+15,674——$2.6M—2026-10-13
Foster Group, Inc.
NEW15,650—+15,650——$2.5M—2026-10-13
PUREfi Wealth, LLC
INCREASED15,65012,542+3,108+25%$1.7M$2.5M+$832.3K2026-10-19
Steele Capital Management, Inc.
NEW15,627—+15,627——$2.5M—2026-11-02
Allen Investment Management, LLC
NEW15,594—+15,594——$2.5M—2026-11-03
Abacus Planning Group, Inc.
NEW15,535—+15,535——$2.5M—2026-11-02
Southland Equity Partners LLC
NEW15,515—+15,515——$2.5M—2026-10-14
Altman Advisors, Inc.
NEW15,509—+15,509——$2.5M—2026-11-05
Crescent Sterling, Ltd.
NEW15,493—+15,493——$2.5M—2026-10-16
Bigelow Investment Advisors, LLC
NEW15,492—+15,492——$2.5M—2026-10-13
Hibernia Wealth Partners, LLC
NEW15,394—+15,394——$2.5M—2026-10-29
Lexington Hill Partners, LLC
NEW15,390—+15,390——$2.5M—2026-10-13
Emerald Advisors, LLC
NEW15,366—+15,366——$2.5M—2026-10-13
JGP Wealth Management, LLC
NEW15,297—+15,297——$2.5M—2026-10-13
CMG Global Holdings, LLC
NEW15,290—+15,290——$2.5M—2026-10-14
Sawgrass Asset Management LLC
NEW15,285—+15,285——$2.5M—2026-11-03
D.B. Root & Company, LLC
NEW15,285—+15,285——$2.5M—2026-11-04
Markowski Investments
NEW15,238—+15,238——$2.5M—2026-10-30
First Bank & Trust
NEW15,220—+15,220——$2.5M—2026-10-19
Cypress Point Wealth Management, LLC
NEW15,193—+15,193——$2.5M—2026-11-03
Sun Group Wealth Partners
NEW15,157—+15,157——$2.5M—2026-10-26
Cypress Capital, LLC
NEW15,144—+15,144——$2.5M—2026-10-20
Renaissance Investment Group LLC
NEW15,127—+15,127——$2.5M—2026-10-28
Ashton Thomas Securities, LLC
NEW15,069—+15,069——$2.5M—2026-10-26
Peoples Bank
NEW15,045—+15,045——$2.4M—2026-10-09
Aspen Investment Management Inc
NEW15,021—+15,021——$2.4M—2026-11-05
Aviso Wealth Management
NEW15,021—+15,021——$2.4M—2026-11-04
Targeted Financial Services LLC
NEW14,998—+14,998——$2.4M—2026-10-19
Schmidt P J Investment Management Inc
NEW14,947—+14,947——$2.4M—2026-11-02
Maple Capital Management, Inc.
NEW14,940—+14,940——$2.4M—2026-11-02
Richards, Merrill & Peterson, Inc.
NEW14,922—+14,922——$2.4M—2026-10-19
Occidental Asset Management, LLC
NEW14,918—+14,918——$2.4M—2026-11-05
Private Management Group Inc
NEW14,904—+14,904——$2.4M—2026-11-04
Monument Capital Management
NEW14,902—+14,902——$2.4M—2026-10-09
Curtis Advisory Group, LLC
NEW14,870—+14,870——$2.4M—2026-10-28
Arnhold LLC
NEW14,858—+14,858——$2.4M—2026-10-26
Boothe Investment Group, Inc.
NEW14,836—+14,836——$2.4M—2026-10-22
SeaBridge Investment Advisors LLC
NEW14,811—+14,811——$2.4M—2026-11-02
Patriot Investment Management Group, Inc.
NEW14,782—+14,782——$2.4M—2026-10-15
Lederer & Associates Investment Counsel
DECREASED14,75714,880-123-1%$2.0K$2.4M+$2.4M2026-10-23
Syverson Strege & Co
NEW14,619—+14,619——$2.4M—2026-11-02
Earned Wealth Advisors, LLC
NEW14,610—+14,610——$2.4M—2026-11-06
Castellan Group
NEW14,573—+14,573——$2.4M—2026-10-19
M&G Plc
NEW14,538—+14,538——$2.4M—2026-11-04
Eads & Heald Wealth Management
NEW14,503—+14,503——$2.4M—2026-10-29
U S Global Investors Inc
NEW14,500—+14,500——$2.4M—2026-10-22
Analyst IMS Investment Management Services Ltd.
NEW14,481—+14,481——$2.4M—2026-11-05
High Note Wealth, LLC
INCREASED14,39213,698+694+5%$1.9M$2.3M+$469.5K2026-10-27
Chickasaw Capital Management LLC
NEW14,357—+14,357——$2.3M—2026-10-08
TMB Capital Partners, LLC
NEW14,347—+14,347——$2.3M—2026-10-20
Peoples Bank
NEW14,333—+14,333——$2.3M—2026-10-26
Insight Wealth Strategies, LLC
NEW14,327—+14,327——$2.3M—2026-10-09
Diligent Investors, LLC
NEW14,264—+14,264——$2.3M—2026-10-21
Traynor Capital Management, Inc.
NEW14,262—+14,262——$2.3M—2026-10-29
Agate Pass Investment Management, LLC
NEW14,246—+14,246——$2.3M—2026-10-20
Legacy Bridge, LLC
NEW14,237—+14,237——$2.3M—2026-10-28
Werba Rubin Papier Wealth Management
NEW14,237—+14,237——$2.3M—2026-11-06
GKV Capital Management Co., Inc.
NEW14,215—+14,215——$2.3M—2026-11-06
Deseret Mutual Benefit Administrators
NEW14,212—+14,212——$2.3M—2026-11-04
Walker Asset Management, LLC
NEW14,207—+14,207——$2.3M—2026-10-13
Bonness Enterprises Inc
NEW14,185—+14,185——$2.3M—2026-10-08
Bingham Private Wealth, LLC
NEW14,181—+14,181——$2.3M—2026-11-05
Provident Investment Management, Inc.
NEW14,085—+14,085——$2.3M—2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
NEW14,078—+14,078——$2.3M—2026-10-14
Auxano Advisors, LLC
NEW14,049—+14,049——$2.3M—2026-11-06
Mirador Capital Partners LP
NEW14,046—+14,046——$2.3M—2026-10-09
Gerber Kawasaki Wealth & Investment Management
NEW14,037—+14,037——$2.3M—2026-10-29
Valley Brook Capital Group, Inc.
NEW13,997—+13,997——$2.3M—2026-10-26
Triumph Capital Management
NEW13,984—+13,984——$2.3M—2026-10-14
Focus Wealth Advisors, LLC
NEW13,976—+13,976——$2.3M—2026-10-14
Sterling Wealth Management, Inc.
NEW13,932—+13,932——$2.3M—2026-10-23
Capital Advantage, Inc.
NEW13,916—+13,916——$2.3M—2026-10-14
Essex LLC
NEW13,902—+13,902——$2.3M—2026-10-14
Stablepoint Partners, LLC
NEW13,900—+13,900——$2.3M—2026-11-03
J.Safra Asset Management Corp
NEW13,874—+13,874——$2.3M—2026-11-03
Bank of Stockton
NEW13,851—+13,851——$2.3M—2026-10-20
Thrive Wealth Management, LLC
NEW13,848—+13,848——$2.3M—2026-10-13
Eagle Strategies LLC
NEW13,782—+13,782——$2.2M—2026-10-16
Trust Investment Advisors
NEW13,780—+13,780——$2.2M—2026-10-20
Augustine Asset Management Inc
NEW13,778—+13,778——$2.2M—2026-10-13
Advisory Solutions Group, LLC
NEW13,741—+13,741——$2.2M—2026-10-14
Marathon Strategic Advisors, LLC
NEW13,713—+13,713——$2.2M—2026-10-20
Newman Dignan & Sheerar, Inc.
NEW13,709—+13,709——$2.2M—2026-10-21
Moulton Wealth Management, Inc
NEW13,694—+13,694——$2.2M—2026-10-13
Fidelity D & D Bancorp Inc
NEW13,686—+13,686——$2.2M—2026-11-05
JSF Financial, LLC
NEW13,665—+13,665——$2.2M—2026-10-22
Avondale Wealth Management
NEW13,661—+13,661——$2.2M—2026-10-15
American State Bank (Iowa)
NEW13,652—+13,652——$2.2M—2026-11-03
Apollon Financial, LLC
NEW13,608—+13,608——$2.2M—2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
NEW13,568—+13,568——$2.2M—2026-10-15
Tradewinds Capital Management, LLC
NEW13,536—+13,536——$2.2M—2026-10-23
Patton Albertson Miller Group, LLC
NEW13,521—+13,521——$2.2M—2026-10-26
SYM Financial Corp
NEW13,510—+13,510——$2.2M—2026-10-26
Rosenberg Matthew Hamilton
INCREASED13,49413,466+28+0%$1.8M$2.2M+$355.1K2026-10-05
Monte Financial Group, LLC
NEW13,451—+13,451——$2.2M—2026-11-02
Montz Harcus Wealth Management LLC
NEW13,442—+13,442——$2.2M—2026-10-09
Quantum Financial Advisors, LLC
NEW13,432—+13,432——$2.2M—2026-11-03
Smith Thornton Advisors LLC
NEW13,402—+13,402——$2.2M—2026-10-16
Lakeside Advisors, Inc.
NEW13,380—+13,380——$2.2M—2026-10-20
Terril Brothers, Inc.
NEW13,370—+13,370——$2.2M—2026-11-06
Confluence Investment Management LLC
NEW13,353—+13,353——$2.2M—2026-10-01
Provenance Wealth Advisors, LLC
NEW13,241—+13,241——$2.2M—2026-10-30
Harmony Asset Management LLC
NEW13,225—+13,225——$2.2M—2026-10-20
Trueblood Wealth Management, LLC
NEW13,207—+13,207——$2.1M—2026-10-23
Foster Victor Wealth Advisors, LLC
NEW13,204—+13,204——$2.4M—2026-10-21
Quad-Cities Investment Group, LLC
NEW13,197—+13,197——$2.1M—2026-10-16
Evermay Wealth Management LLC
NEW13,183—+13,183——$2.1M—2026-11-05
SBK Financial, Inc.
NEW13,149—+13,149——$2.1M—2026-11-02
R Squared Ltd
NEW13,147—+13,147——$2.1M—2026-11-06
LJI Wealth Management, LLC
NEW13,147—+13,147——$2.1M—2026-10-28
Midwest Financial Group LLC
NEW13,108—+13,108——$2.1M—2026-10-15
Brady Martz Wealth Solutions, LLC
NEW13,095—+13,095——$2.1M—2026-11-05
TrueWealth Advisors, LLC
NEW13,078—+13,078——$2.1M—2026-10-09
Central Bank & Trust Co
NEW13,031—+13,031——$2.1M—2026-10-09
Norris Perne & French LLP
INCREASED12,99510,819+2,176+20%$1.5M$2.1M+$635.8K2026-10-23
Crusonia Wealth Advisors LLC
NEW12,949—+12,949——$2.1M—2026-10-26
4J Wealth Management LLC
NEW12,942—+12,942——$2.1M—2026-11-02
Total Clarity Wealth Management, Inc.
NEW12,935—+12,935——$2.1M—2026-10-26
Bernardo Wealth Planning LLC
NEW12,918—+12,918——$2.1M—2026-10-23
KMG Fiduciary Partners, LLC
NEW12,914—+12,914——$2.1M—2026-10-14
Creative Financial Designs Inc
DECREASED12,89118,767-5,876-31%$2.6M$2.1M-$467.8K2026-11-04
Income Insurance Ltd
NEW12,876—+12,876——$2.1M—2026-10-21
Leo Wealth, LLC
NEW12,870—+12,870——$2.1M—2026-10-26
Wellington Shields Capital Management, LLC
DECREASED12,852102,822-89,970-87%$14.1M$2.1M-$12.0M2026-11-03
Wellington Shields & Co., LLC
DECREASED12,85278,755-65,903-84%$10.8M$2.1M-$8.7M2026-11-03
Capital Management Associates
INCREASED12,8528,852+4,000+45%$1.2M$2.1M+$881.4K2026-11-03
Midland Wealth Advisors, LLC
NEW12,844—+12,844——$2.1M—2026-10-26
Regent Peak Wealth Advisors LLC
NEW12,839—+12,839——$2.1M—2026-10-13
Guardian Investment Management
NEW12,836—+12,836——$2.1M—2026-10-23
Home Federal Bank of Tennessee
NEW12,825—+12,825——$2.1M—2026-10-15
Alliance Wealth Advisors, LLC
NEW12,819—+12,819——$2.1M—2026-10-14
Andrews Advisory Associates, LLC
NEW12,806—+12,806——$2.1M—2026-10-15
LiftPoint Family Wealth Advisors LLC
NEW12,801—+12,801——$2.1M—2026-11-03
Reaves W H & Co Inc
NEW12,800—+12,800——$2.1M—2026-11-06
Cyr Financial Inc.
NEW12,777—+12,777——$2.1M—2026-10-16
Caliber Wealth Management, LLC / KS
NEW12,690—+12,690——$2.1M—2026-11-04
Probity Advisors, Inc.
NEW12,663—+12,663——$2.1M—2026-10-23
Partners in Financial Planning
NEW12,623—+12,623——$2.1M—2026-11-06
Islay Capital Management, LLC
NEW12,621—+12,621——$2.1M—2026-10-20
General Partner, Inc.
NEW12,578—+12,578——$2.0M—2026-10-05
Key Client Fiduciary Advisors, LLC
NEW12,556—+12,556——$2.0M—2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED12,54513,568-1,023-8%$1.9M$2.0M+$186.7K2026-10-28
Fiduciary Family Office, LLC
NEW12,544—+12,544——$2.0M—2026-11-04
Split Creek LLC DBA Split Creek Capital LLC
NEW12,521—+12,521——$2.0M—2026-11-02
Summit Financial Strategies, Inc.
NEW12,514—+12,514——$2.0M—2026-10-14
D'Orazio & Associates, Inc.
NEW12,487—+12,487——$2.0M—2026-11-04
Nfsg Corp
NEW12,471—+12,471——$2.0M—2026-10-15
Trilogy Capital Inc.
NEW12,438—+12,438——$2.0M—2026-10-20
Winnacle Wealth LLC
NEW12,356—+12,356——$2.0M—2026-10-15
MBA Advisors LLC
NEW12,294—+12,294——$2.0M—2026-10-29
MV Capital Management, Inc.
NEW12,293—+12,293——$2.0M—2026-10-29
Crescent Grove Advisors, LLC
NEW12,289—+12,289——$2.0M—2026-10-21
Alessandra Capital Management, LLC
NEW12,279—+12,279——$2.0M—2026-10-30
Register Financial Advisors LLC
NEW12,252—+12,252——$2.0M—2026-10-23
Cassia Capital Partners, LLC
NEW12,246—+12,246——$2.0M—2026-11-04
Aire Advisors, LLC
NEW12,189—+12,189——$2.0M—2026-10-22
Vann Equity Management LLC
NEW12,158—+12,158——$2.0M—2026-10-08
Nicholas Wealth, Llc.
NEW12,140—+12,140——$2.0M—2026-10-26
Commonwealth Financial Services, LLC
NEW12,132—+12,132——$2.0M—2026-10-20
Kennedy Investment Group, Inc.
NEW12,127—+12,127——$2.0M—2026-10-21
NWF Advisory Services Inc.
NEW12,126—+12,126——$2.0M—2026-10-19
Cromwell Holdings LLC
NEW12,098—+12,098——$2.0M—2026-10-28
VUB Generali dochodkova spravcovska spolocnost, a.s.
NEW12,089—+12,089——$2.0M—2026-10-26
Nadler Financial Group, Inc.
INCREASED12,08012,078+2+0%$1.7M$2.0M+$314.6K2026-10-23
LifeSteps Financial, Inc.
DECREASED12,04512,052-70%$1.6M$2.0M+$312.6K2026-10-15
Blue Line Capital, LLC / IL
NEW12,006—+12,006——$2.0M—2026-11-04
XY Planning Network, Inc.
NEW11,931—+11,931——$1.9M—2026-10-14
Castleview Partners, LLC
NEW11,913—+11,913——$1.9M—2026-10-09
Lewis Asset Management, LLC
NEW11,903—+11,903——$1.9M—2026-10-14
1834 Investment Advisors Co
NEW11,892—+11,892——$1.9M—2026-10-16
Weaver Consulting Group
NEW11,876—+11,876——$1.9M—2026-10-07
Asempa Wealth Advisors
NEW11,846—+11,846——$1.9M—2026-10-07
Carrera Capital Advisors
NEW11,798—+11,798——$1.9M—2026-11-03
Jnba Financial Advisors
NEW11,776—+11,776——$1.9M—2026-11-03
LBP AM SA
NEW11,745—+11,745——$1.9M—2026-11-06
Epiq Partners, LLC
NEW11,713—+11,713——$1.9M—2026-10-07
Balboa Wealth Partners
NEW11,707—+11,707——$1.9M—2026-10-20
James J. Burns & Company, LLC
NEW11,682—+11,682——$1.9M—2026-10-22
Rise Advisors, LLC
INCREASED11,67010,582+1,088+10%$1.4M$1.9M+$452.5K2026-10-16
Edgemoor Investment Advisors, Inc.
NEW11,660—+11,660——$1.9M—2026-11-03
Curated Wealth Partners LLC
NEW11,636—+11,636——$1.9M—2026-10-15
AGH Wealth Advisors, LLC
NEW11,623—+11,623——$1.9M—2026-10-26
Financial Solutions Advisory Group, Inc.
NEW11,604—+11,604——$2.1M—2026-10-28
CV Advisors LLC
NEW11,589—+11,589——$1.9M—2026-10-13
Cape Investment Advisory, Inc.
NEW11,560—+11,560——$1.9M—2026-10-13
Worth Financial Advisory Group, LLC
NEW11,559—+11,559——$1.9M—2026-10-19
Blue Bell Private Wealth Management, LLC
INCREASED11,53410,745+789+7%$1.5M$1.9M+$408.1K2026-10-29
Old Port Advisors
INCREASED11,51511,319+196+2%$1.5M$1.9M+$326.6K2026-10-23
Smallwood Wealth Investment Management, LLC
NEW11,414—+11,414——$1.9M—2026-10-30
Rossby Financial, LCC
NEW11,401—+11,401——$1.9M—2026-11-05
Sterling Financial Planning, Inc.
NEW11,383—+11,383——$1.9M—2026-10-28
Legacy Capital Wealth Partners, LLC
NEW11,309—+11,309——$1.8M—2026-10-21
LCM Capital Management Inc
NEW11,237—+11,237——$1.8M—2026-10-20
Carter Financial Group, Inc.
NEW11,205—+11,205——$1.8M—2026-10-21
Enhancing Capital LLC
NEW11,200—+11,200——$1.8M—2026-10-26
Berkshire Money Management, Inc.
NEW11,180—+11,180——$1.8M—2026-10-21
Insight Wealth Partners, LLC
NEW11,179—+11,179——$1.8M—2026-10-26
CLG LLC
NEW11,175—+11,175——$1.8M—2026-10-13
Richwood Investment Advisors, LLC
NEW11,174—+11,174——$1.8M—2026-10-30
Certified Advisory Corp
NEW11,122—+11,122——$1.8M—2026-10-29
Harold Davidson & Associates Inc.
NEW11,110—+11,110——$1.8M—2026-10-29
Leonard Rickey Investment Advisors P.L.L.C.
NEW11,089—+11,089——$1.5M—2026-10-29
Cordgrass Capital Advisors, LLC
NEW11,059—+11,059——$1.8M—2026-10-30
Tempo Wealth, LLC
NEW11,036—+11,036——$1.8M—2026-10-14
Schear Investment Advisers, LLC
NEW11,036—+11,036——$1.8M—2026-10-14
Wealth Effects LLC
NEW10,974—+10,974——$1.8M—2026-10-23
Signature Wealth Management Partners, LLC
NEW10,927—+10,927——$1.8M—2026-10-21
KFA Private Wealth Group, LLC
NEW10,918—+10,918——$1.8M—2026-10-07
Miller Howard Investments Inc
INCREASED10,9068,454+2,452+29%$1.2M$1.8M+$619.1K2026-10-26
Granite Investment Partners, LLC
NEW10,894—+10,894——$1.8M—2026-11-04
Leisure Capital Management
NEW10,883—+10,883——$1.8M—2026-11-03
Virtue Asset Management LLC
NEW10,869—+10,869——$1.8M—2026-10-21
Sutton Place Investors LLC
NEW10,860—+10,860——$1.8M—2026-10-20
Prentiss Smith & Co Inc
NEW10,853—+10,853——$1.8M—2026-10-27
Fell Capital Management
NEW10,830—+10,830——$1.8M—2026-10-09
Whalen Wealth Management Inc.
NEW10,823—+10,823——$1.8M—2026-10-08
Wealth Management Nebraska
NEW10,813—+10,813——$1.8M—2026-10-26
Northwest Wealth Management, LLC
NEW10,812—+10,812——$1.8M—2026-10-30
apricus wealth, LLC
NEW10,764—+10,764——$1.8M—2026-10-26
Marin Bay Wealth Advisors, LLC
NEW10,737—+10,737——$1.7M—2026-10-28
Onyx Bridge Wealth Group LLC
NEW10,727—+10,727——$1.7M—2026-10-16
TrustBank
NEW10,726—+10,726——$1.7M—2026-10-20
Orrstown Financial Services Inc
NEW10,701—+10,701——$1.7M—2026-10-14
Beirne Wealth Consulting Services, LLC
NEW10,688—+10,688——$1.7M—2026-10-19
Greenspring Advisors, LLC
NEW10,633—+10,633——$1.7M—2026-11-05
StoryOne LLC
NEW10,630—+10,630——$1.7M—2026-10-13
Flagship Wealth Advisors, LLC
NEW10,602—+10,602——$1.7M—2026-11-03
Integrated Wealth Management
NEW10,597—+10,597——$1.7M—2026-10-19
First United Bank & Trust
NEW10,587—+10,587——$1.7M—2026-10-22
Reliant Investment Management, LLC
NEW10,577—+10,577——$1.7M—2026-10-14
Matisse Capital
NEW10,564—+10,564——$1.7M—2026-10-29
Ullmann Wealth Partners Group, LLC
NEW10,559—+10,559——$1.7M—2026-11-02
55 North Private Wealth, LLC
NEW10,557—+10,557——$1.7M—2026-10-20
Princeton Global Asset Management LLC
DECREASED10,54810,767-219-2%$1.5M$1.7M+$244.6K2026-10-21
Bright Financial Advisors, Inc.
NEW10,513—+10,513——$1.7M—2026-10-23
American Financial & TAX Strategies Inc
NEW10,485—+10,485——$1.7M—2026-10-16
Albion Financial Group
NEW10,442—+10,442——$1.7M—2026-10-21
Traveka Wealth, LLC
INCREASED10,4198,121+2,298+28%$1.1M$1.7M+$585.4K2026-10-19
Lodestar Private Asset Management LLC
NEW10,412—+10,412——$1.7M—2026-10-26
Toth Financial Advisory Corp
NEW10,371—+10,371——$1.7M—2026-10-08
Pennsylvania Capital Management Inc
NEW10,360—+10,360——$1.7M—2026-11-05
Reap Financial Group, LLC
NEW10,337—+10,337——$1.7M—2026-11-02
Piscataqua Savings Bank
NEW10,332—+10,332——$1.7M—2026-10-21
Courage Miller Partners, LLC
NEW10,291—+10,291——$1.7M—2026-10-21
Uhlmann Price Securities, LLC
NEW10,288—+10,288——$1.7M—2026-11-03
Meridian Investment Counsel Inc.
NEW10,283—+10,283——$1.7M—2026-10-14
Morton Capital Management LLC
NEW10,262—+10,262——$1.7M—2026-10-23
Fonville Wealth Management LLC
NEW10,257—+10,257——$1.7M—2026-10-28
Strategy Asset Managers LLC
NEW10,223—+10,223——$1.7M—2026-10-14
M.E. Allison & Co., Inc.
NEW10,216—+10,216——$1.7M—2026-10-09
Dupree Financial Group, LLC
NEW10,211—+10,211——$1.7M—2026-10-09
Holcombe Financial, Inc.
NEW10,194—+10,194——$1.7M—2026-10-16
Armbruster Capital Management, Inc.
NEW10,183—+10,183——$1.7M—2026-10-19
Waterfront Wealth Inc.
NEW10,136—+10,136——$1.8M—2026-11-03
Seven Hills Financial, LLC
NEW10,103—+10,103——$1.6M—2026-10-13
McKinney Capital Management, LLC
NEW10,092—+10,092——$1.6M—2026-11-06
TriaGen Wealth Management LLC
NEW10,086—+10,086——$1.6M—2026-10-14
Anchor Capital Advisors LLC
NEW10,036—+10,036——$1.6M—2026-11-05
Founders Grove Wealth Partners, LLC
INCREASED10,0149,546+468+5%$1.3M$1.6M+$324.8K2026-10-16
Grant Private Wealth Management Inc
NEW10,011—+10,011——$1.6M—2026-10-19
Murphy, Middleton, Hinkle & Parker, Inc.
NEW10,002—+10,002——$1.6M—2026-10-15
Tower Trust & Investment Co
NEW9,957—+9,957——$1.6M—2026-10-28
LeConte Wealth Management, LLC
NEW9,930—+9,930——$1.6M—2026-10-20
Oath Planning, LLC
NEW9,925—+9,925——$1.6M—2026-10-20
Landmark Wealth Management, LLC
NEW9,892—+9,892——$1.6M—2026-11-03
Investors Asset Management of Georgia Inc
NEW9,888—+9,888——$1.6M—2026-10-20
Family Investment Center, Inc.
NEW9,879—+9,879——$1.6M—2026-10-19
Grandview Asset Management LLC
NEW9,853—+9,853——$1.6M—2026-10-19
W.H. Cornerstone Investments Inc.
NEW9,853—+9,853——$1.6M—2026-11-03
CWS Financial Advisors, LLC
NEW9,847—+9,847——$1.6M—2026-10-16
Accelerate Investment Advisors LLC
NEW9,841—+9,841——$1.6M—2026-11-02
Selective Wealth Management, Inc.
NEW9,839—+9,839——$1.7M—2026-10-16
Fermata Advisors, LLC
NEW9,838—+9,838——$1.6M—2026-10-13
KDK Private Wealth Management, LLC
NEW9,829—+9,829——$1.6M—2026-11-03
First Premier Bank
NEW9,819—+9,819——$1.6M—2026-10-13
Centurion Wealth Management LLC
NEW9,806—+9,806——$1.6M—2026-10-13
Prevail Innovative Wealth Advisors, LLC
NEW9,784—+9,784——$1.6M—2026-10-20
Merrion Investment Management Co, LLC
NEW9,770—+9,770——$1.6M—2026-10-16
Saxon Interests, Inc.
NEW9,739—+9,739——$1.6M—2026-10-26
McElhenny Sheffield Capital Management, LLC
NEW9,730—+9,730——$1.6M—2026-11-06
Meadow Creek Wealth Advisors LLC
NEW9,729—+9,729——$1.6M—2026-11-02
Weatherly Asset Management L. P.
NEW9,723—+9,723——$1.6M—2026-10-20
BigSur Wealth Management LLC
NEW9,718—+9,718——$1.6M—2026-10-13
Thor Trading Advisors, LLC
NEW9,717—+9,717——$1.6M—2026-11-05
Fractal Investments LLC
NEW9,710—+9,710——$1.6M—2026-10-28
First Heartland Consultants, Inc.
NEW9,699—+9,699——$1.6M—2026-10-08
Interchange Capital Partners, LLC
NEW9,690—+9,690——$1.6M—2026-10-28
Alliance Wealth Advisors, LLC
NEW9,639—+9,639——$1.6M—2026-10-28
Arwa LLC
NEW9,636—+9,636——$1.7M—2026-10-21
Briaud Financial Planning Inc
NEW9,631—+9,631——$1.6M—2026-10-20
Balentine LLC
NEW9,630—+9,630——$1.6M—2026-11-03
Lebenthal Global Advisors, LLC
NEW9,617—+9,617——$1.6M—2026-10-28
Solstein Capital, LLC
NEW9,611—+9,611——$1.6M—2026-11-02
Wedgewood Investors Inc
NEW9,609—+9,609——$1.6M—2026-10-28
Pacific Sage Partners, LLC
NEW9,576—+9,576——$1.6M—2026-10-21
West Paces Advisors Inc.
DECREASED9,5739,801-228-2%$1.3M$1.6M+$218.0K2026-10-13
Granite Islands Private Wealth, LLC
NEW9,550—+9,550——$1.6M—2026-10-16
Independent Wealth Network Inc.
NEW9,538—+9,538——$1.6M—2026-10-19
Ridgecrest Wealth Partners, LLC
NEW9,527—+9,527——$1.6M—2026-10-19
Mosley Wealth Management
INCREASED9,4908,554+936+11%$1.2M$1.7M+$488.2K2026-10-16
Bernicke Wealth Management, Ltd.
NEW9,489—+9,489——$1.5M—2026-11-06
Powers Advisory Group, LLC
NEW9,485—+9,485——$1.5M—2026-10-14
Olistico Wealth, LLC
DECREASED9,4859,509-240%$1.3M$1.5M+$243.6K2026-10-05
Eurizon SLJ Capital Ltd
NEW9,480—+9,480——$1.5M—2026-11-06
Cross Staff Investments Inc
NEW9,473—+9,473——$1.5M—2026-10-22
Old North State Wealth Management, LLC
NEW9,470—+9,470——$1.5M—2026-10-22
Northbridge Financial Group, LLC
NEW9,423—+9,423——$1.5M—2026-11-05
Summit Investment Advisors, Inc.\KS
NEW9,412—+9,412——$1.5M—2026-11-05
Chemung Canal Trust Co
NEW9,365—+9,365——$1.5M—2026-11-04
Denver PWM, LLC
NEW9,329—+9,329——$1.5M—2026-10-22
Brucke Financial, Inc.
NEW9,314—+9,314——$1.5M—2026-10-23
Ascent Wealth Partners, LLC
NEW9,309—+9,309——$1.5M—2026-10-23
Cora Capital Advisors LLC
NEW9,304—+9,304——$1.5M—2026-11-02
Verus Financial Partners, Inc.
NEW9,282—+9,282——$1.5M—2026-10-29
Marathon Capital Management
NEW9,276—+9,276——$1.5M—2026-10-23
Innova Wealth Partners
NEW9,269—+9,269——$1.5M—2026-10-21
SJS Investment Consulting Inc.
NEW9,242—+9,242——$1.5M—2026-10-26
Global Trust Wealth Management LLC
NEW9,232—+9,232——$1.5M—2026-10-14
LongView Wealth Management
NEW9,226—+9,226——$1.5M—2026-10-19
Channel Wealth LLC
NEW9,223—+9,223——$1.5M—2026-11-06
Johnson Financial Group, LLC
NEW9,206—+9,206——$1.5M—2026-11-03
Destiny Wealth Partners, LLC
NEW9,201—+9,201——$1.7M—2026-11-05
Souders Financial Advisors
NEW9,186—+9,186——$1.5M—2026-11-03
Perennial Advisors, LLC
NEW9,160—+9,160——$1.5M—2026-10-13
Riverbend Wealth Management, LLC
NEW9,139—+9,139——$1.5M—2026-10-15
Latitude Advisors, LLC
NEW9,135—+9,135——$1.5M—2026-10-27
Clark Asset Management, LLC
NEW9,125—+9,125——$1.5M—2026-10-19
ROI Financial Advisors, LLC
NEW9,111—+9,111——$1.5M—2026-10-19
Factor Wealth Management LTD
NEW9,091—+9,091——$1.5M—2026-10-08
Golden State Wealth Management, LLC
NEW9,078—+9,078——$1.5M—2026-11-02
Saxony Capital Management, LLC
NEW9,071—+9,071——$1.5M—2026-10-15
KRS Capital Management, LLC
NEW9,026—+9,026——$1.5M—2026-10-16
Tritonpoint Wealth, LLC
NEW9,022—+9,022——$1.5M—2026-10-19
SageOak Financial, LLC
NEW8,989—+8,989——$1.5M—2026-10-19
Heritage Wealth Management, Inc. s
NEW8,970—+8,970——$1.5M—2026-11-06
United Community Bank
NEW8,964—+8,964——$1.5M—2026-10-28
J.M. Arbour, LLC
NEW8,950—+8,950——$1.5M—2026-11-05
Mascagni Wealth Management, Inc.
INCREASED8,9408,527+413+5%$1.2M$1.5M+$289.1K2026-10-23
Altus Wealth Group LLC
NEW8,925—+8,925——$1.5M—2026-10-20
Providence Financial Advisors, LLC
NEW8,923—+8,923——$1.5M—2026-11-06
Curran Financial Partners, LLC
NEW8,902—+8,902——$1.4M—2026-11-04
Invenio Wealth Partners LLC
DECREASED8,8889,189-301-3%$1.3M$1.4M+$190.2K2026-10-20
Cohen Capital Management, Inc.
UNCHANGED8,8508,85000%$1.2M$1.4M+$230.4K2026-10-14
Net Worth Advisory Group
NEW8,847—+8,847——$1.4M—2026-10-20
Moisand Fitzgerald Tamayo, LLC
NEW8,843—+8,843——$1.4M—2026-10-15
NavPoint Financial, Inc.
NEW8,812—+8,812——$1.4M—2026-10-21
Asset Advisory Group, Inc.
NEW8,810—+8,810——$1.4M—2026-10-20
Pathway Financial Advisers, LLC
NEW8,787—+8,787——$1.4M—2026-10-27
Bullock Wealth Management Group
INCREASED8,7858,762+23+0%$1.2M$1.4M+$245.1K2026-10-09
Bell Investment Advisors, Inc
NEW8,780—+8,780——$1.4M—2026-10-29
Legacy Wealth Management, LLC / MS
NEW8,759—+8,759——$1.4M—2026-10-30
Kingdom Financial Group Llc.
NEW8,739—+8,739——$1.4M—2026-11-04
BCS Wealth Management
NEW8,659—+8,659——$1.4M—2026-11-03
RTD Financial Advisors, Inc.
NEW8,659—+8,659——$1.4M—2026-10-09
New England Capital Financial Advisors LLC
NEW8,632—+8,632——$1.4M—2026-11-03
Mccarter Private Wealth Services LLC
NEW8,630—+8,630——$1.4M—2026-10-22
Isthmus Partners, LLC
NEW8,605—+8,605——$1.4M—2026-10-21
Heartwood Wealth Advisors LLC
INCREASED8,5928,454+138+2%$1.2M$1.4M+$242.5K2026-10-05
Capital Advisors Wealth Management, LLC
NEW8,574—+8,574——$1.4M—2026-10-09
Sentinel Pension Advisors, LLC
NEW8,564—+8,564——$1.4M—2026-11-02
Milestone Asset Management, LLC
NEW8,557—+8,557——$1.4M—2026-10-15
PW Nova Financial Services LLC
NEW8,555—+8,555——$1.4M—2026-10-15
Gaddis Premier Wealth Advisors LLC
NEW8,541—+8,541——$1.4M—2026-10-29
Strong Retirement Solutions LLC
NEW8,524—+8,524——$1.4M—2026-10-07
Main Line Retirement Advisors, LLC
NEW8,519—+8,519——$1.4M—2026-10-14
Clear Creek Financial Management, LLC
NEW8,511—+8,511——$1.4M—2026-10-28
Advisortrust Partners, LLC
NEW8,505—+8,505——$1.4M—2026-11-02
City State Bank
NEW8,501—+8,501——$1.4M—2026-10-20
May Hill Capital, LLC
NEW8,500—+8,500——$1.4M—2026-11-03
DMC Group, LLC
INCREASED8,4968,392+104+1%$1.1M$1.4M+$235.4K2026-10-26
Valicenti Advisory Services Inc
NEW8,477—+8,477——$1.4M—2026-10-23
G&S Capital LLC
NEW8,465—+8,465——$1.4M—2026-10-23
Silver Grove Financial Group, Inc.
NEW8,441—+8,441——$1.4M—2026-11-05
DDD Partners, LLC
NEW8,439—+8,439——$1.4M—2026-11-02
Adkins Seale Capital Management LLC
INCREASED8,4368,435+1+0%$1.2M$1.4M+$219.6K2026-10-27
Capital Advisors, Ltd. LLC
NEW8,409—+8,409——$1.4M—2026-10-27
Slow Capital, Inc.
NEW8,404—+8,404——$1.4M—2026-10-23
Commerce Advisors, LLC
NEW8,403—+8,403——$1.4M—2026-10-19
Lake Street Private Wealth, LLC
NEW8,398—+8,398——$1.4M—2026-10-22
Cowa, LLC
NEW8,392—+8,392——$1.4M—2026-10-30
One Day In July LLC
NEW8,387—+8,387——$1.4M—2026-10-30
Lantern Wealth Advisors, LLC
NEW8,383—+8,383——$1.4M—2026-10-22
Navigation Group, LLC
NEW8,374—+8,374——$1.4M—2026-10-28
EagleClaw Capital Managment, LLC
NEW8,363—+8,363——$1.4M—2026-11-06
Wingate Wealth Advisors, Inc.
NEW8,359—+8,359——$1.4M—2026-10-26
Certior Financial Group, LLC
NEW8,348—+8,348——$1.4M—2026-10-19
Lodestone Wealth Management LLC
INCREASED8,3278,281+46+1%$1.1M$1.4M+$223.0K2026-10-14
Stonehearth Capital Management, LLC
NEW8,315—+8,315——$1.4M—2026-10-13
Shariaportfolio, Inc.
NEW8,305—+8,305——$1.4M—2026-10-20
Iron Financial LLC
NEW8,291—+8,291——$1.3M—2026-10-23
Buckhead Capital Management LLC
NEW8,280—+8,280——$1.3M—2026-11-03
Encompass Wealth Advisors, LLC
NEW8,274—+8,274——$1.3M—2026-10-15
Coerente Capital Management
DECREASED8,2289,798-1,570-16%$1.3M$1.3M-$4752026-10-29
Rational Advisors, Inc.
NEW8,204—+8,204——$1.3M—2026-11-02
Persium Advisors, LLC
NEW8,200—+8,200——$1.3M—2026-10-07
WoodTrust Financial Corp
NEW8,165—+8,165——$1.3M—2026-10-09
Riversedge Advisors, LLC
NEW8,133—+8,133——$1.3M—2026-10-09
Smith Shellnut Wilson LLC
NEW8,125—+8,125——$1.3M—2026-10-21
Roof Eidam Maycock Peralta, LLC
NEW8,113—+8,113——$1.3M—2026-10-15
Barton Investment Management
NEW8,105—+8,105——$1.3M—2026-10-27
Vista Investment Partners II, LLC
NEW8,075—+8,075——$1.3M—2026-10-15
Financial Insights, Inc.
NEW8,047—+8,047——$1.3M—2026-10-27
RFG Holdings, Inc.
NEW8,038—+8,038——$1.3M—2026-10-30
Wealthcare Capital Management LLC
NEW8,036—+8,036——$1.3M—2026-10-21
American National Bank of Texas
NEW8,036—+8,036——$1.3M—2026-10-07
Compass Capital Management, Inc
NEW8,033—+8,033——$1.3M—2026-11-06
Contravisory Investment Management, Inc.
NEW8,018—+8,018——$1.3M—2026-10-13
Pegasus Asset Management, Inc.
NEW7,991—+7,991——$1.3M—2026-11-03
Allegiance Financial Group Advisory Services LLC
NEW7,990—+7,990——$1.3M—2026-11-02
Financial Planning Hawaii, Inc.
NEW7,984—+7,984——$1.3M—2026-10-13
Hamilton Point Investment Advisors, LLC
NEW7,982—+7,982——$1.3M—2026-11-03
Townsend & Associates, Inc
NEW7,978—+7,978——$1.4M—2026-10-23
Fiduciary Financial Group, LLC
NEW7,972—+7,972——$1.3M—2026-10-13
WBH Advisory Inc
NEW7,955—+7,955——$1.3M—2026-11-05
Kohmann Bosshard Financial Services, LLC
NEW7,954—+7,954——$1.3M—2026-11-04
Live Oak Investment Partners
NEW7,942—+7,942——$1.3M—2026-10-23
Braun-Bostich & Associates Inc.
NEW7,941—+7,941——$1.3M—2026-10-20
Rose Capital Advisors LLC
NEW7,934—+7,934——$1.3M—2026-11-04
Arsenal Capital Advisors LLC
NEW7,921—+7,921——$1.3M—2026-11-02
Hall Laurie J Trustee
NEW7,902—+7,902——$1.3M—2026-10-06
Argus Investors' Counsel, Inc.
DECREASED7,8737,893-200%$1.1M$1.3M+$202.2K2026-10-09
Reynders McVeigh Capital Management, LLC
NEW7,866—+7,866——$1.3M—2026-10-30
EdgeRock Capital LLC
NEW7,863—+7,863——$1.3M—2026-11-03
Tanager Wealth Management LLP
NEW7,845—+7,845——$1.3M—2026-10-19
Winthrop Advisory Group LLC
NEW7,835—+7,835——$1.3M—2026-10-22
Jacobsen Capital Management
NEW7,827—+7,827——$1.3M—2026-10-27
Financial Consulate, Inc
NEW7,809—+7,809——$1.3M—2026-10-23
Investmark Advisory Group LLC
NEW7,804—+7,804——$1.3M—2026-10-27
Arlington Financial Advisors, LLC
NEW7,792—+7,792——$1.3M—2026-10-19
Aufman Associates Inc
INCREASED7,7077,558+149+2%$1.0M$1.3M+$220.9K2026-11-04
Heritage Family Offices, LLP
NEW7,701—+7,701——$1.3M—2026-11-02
Praxis Capital Management LLC
NEW7,700—+7,700——$1.3M—2026-10-16
Financial Freedom, LLC
NEW7,695—+7,695——$1.3M—2026-11-06
Fogel Capital Management, Inc.
NEW7,688—+7,688——$1.3M—2026-11-04
Integris Wealth Management, LLC
NEW7,647—+7,647——$1.2M—2026-10-14
Sloy Dahl & Holst, LLC
NEW7,597—+7,597——$1.2M—2026-10-14
Amplius Wealth Advisors, LLC
INCREASED7,5756,453+1,122+17%$882.3K$1.2M+$350.6K2026-10-20
Cogent Private Wealth, Inc.
NEW7,565—+7,565——$1.2M—2026-11-06
RW Investment Management LLC
NEW7,563—+7,563——$1.2M—2026-11-03
Sard Wealth Management Group, LLC
NEW7,536—+7,536——$1.2M—2026-10-16
TritonPoint Partners, LLC
NEW7,536—+7,536——$1.2M—2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED7,5357,574-39-1%$1.0M$1.2M+$190.7K2026-11-04
Collaborative Fund Advisors, LLC
NEW7,531—+7,531——$1.2M—2026-11-02
KOM Wealth Management Group, LLC
NEW7,531—+7,531——$1.2M—2026-10-15
Treasure Coast Financial Planning
NEW7,528—+7,528——$1.2M—2026-11-03
WealthPoint Financial, LLC
NEW7,522—+7,522——$1.2M—2026-11-03
New England Professional Planning Group Inc.
NEW7,519—+7,519——$1.2M—2026-10-29
Ariston Services Group
NEW7,513—+7,513——$1.2M—2026-10-16
Cordatus Wealth Management LLC
NEW7,513—+7,513——$1.2M—2026-10-19
Trifecta Capital Advisors, LLC
NEW7,506—+7,506——$1.2M—2026-10-21
Regatta Capital Group, LLC
NEW7,498—+7,498——$1.2M—2026-10-23
North Point Portfolio Managers Corp
INCREASED7,4977,301+196+3%$998.2K$1.2M+$221.9K2026-10-07
Eagle Rock Investment Company, LLC
NEW7,485—+7,485——$1.2M—2026-10-21
August Group Capital Ltd
NEW7,479—+7,479——$1.2M—2026-10-14
Schorn Wealth LLC
INCREASED7,4647,461+3+0%$1.0M$1.2M+$194.7K2026-10-14
Ables, Iannone, Moore & Associates, Inc.
NEW7,459—+7,459——$1.2M—2026-10-06
Gibraltar Capital Management, Inc.
NEW7,459—+7,459——$1.2M—2026-10-27
V-Square Quantitative Management LLC
NEW7,452—+7,452——$1.2M—2026-10-15
Cardinal Point Capital Management ULC
NEW7,451—+7,451——$1.2M—2026-10-21
Private Wealth Partners, LLC
NEW7,439—+7,439——$1.2M—2026-10-22
Garde Capital, Inc.
NEW7,434—+7,434——$1.2M—2026-10-29
Acima Private Wealth, LLC
NEW7,423—+7,423——$1.2M—2026-10-05
Legacy Advisors, LLC
NEW7,415—+7,415——$1.2M—2026-10-19
Viewpoint Capital Management LLC
NEW7,402—+7,402——$1.2M—2026-10-27
Zullo Investment Group, Inc.
NEW7,399—+7,399——$1.2M—2026-10-20
Sage Rhino Capital LLC
NEW7,389—+7,389——$1.2M—2026-10-28
ADE, LLC
NEW7,386—+7,386——$1.2M—2026-10-29
Rudd Co d/b/a Styre Wealth
NEW7,380—+7,380——$1.3M—2026-10-29
Raleigh Capital Management Inc.
NEW7,353—+7,353——$1.2M—2026-10-28
Argyle Capital Partners, LLC
NEW7,345—+7,345——$1.2M—2026-10-23
Sage Capital Management, LLC
NEW7,342—+7,342——$1.2M—2026-10-20
Manchester Financial Inc
NEW7,335—+7,335——$1.2M—2026-10-15
Sage Investment Counsel LLC
NEW7,310—+7,310——$1.2M—2026-10-26
Southern Capital Services Inc
NEW7,300—+7,300——$1.2M—2026-10-19
Weil Company, Inc.
NEW7,284—+7,284——$1.2M—2026-10-14
Ejmk Ventures LLC
NEW7,279—+7,279——$1.2M—2026-10-21
Accel Wealth Management
NEW7,270—+7,270——$1.2M—2026-10-13
Paulson Wealth Management Inc.
NEW7,253—+7,253——$1.2M—2026-11-02
Cambridge Advisors Inc.
NEW7,232—+7,232——$1.2M—2026-10-19
Patrick M Sweeney & Associates, Inc
NEW7,224—+7,224——$1.2M—2026-10-22
Eagle Bluffs Wealth Management LLC
NEW7,218—+7,218——$1.2M—2026-10-20
Taylor Financial Group, Inc.
NEW7,211—+7,211——$1.2M—2026-11-02
Successful Portfolios LLC
NEW7,209—+7,209——$1.2M—2026-10-09
Townsend Asset Management Corp
NEW7,208—+7,208——$1.2M—2026-10-29
Wellington Grp LLC
NEW7,187—+7,187——$1.2M—2026-11-06
Carderock Capital Management Inc
NEW7,183—+7,183——$1.2M—2026-10-22
Thayer Partners, LLC / MA
NEW7,179—+7,179——$1.2M—2026-11-06
Approach Retirement Advisors, LLC
NEW7,171—+7,171——$1.2M—2026-10-22
Lincoln Capital LLC
NEW7,135—+7,135——$1.2M—2026-10-09
Caitong International Asset Management Co., Ltd
NEW7,129—+7,129——$1.2M—2026-10-29
MBM Wealth Consultants, LLC
NEW7,101—+7,101——$1.2M—2026-10-20
Granville Capital, Inc.
NEW7,099—+7,099——$1.2M—2026-11-05
AFG Fiduciary Services Limited Partnership
NEW7,096—+7,096——$1.2M—2026-10-21
Opal Wealth Advisors, LLC
NEW7,092—+7,092——$1.2M—2026-10-16
Cahaba Wealth Management, Inc.
NEW7,075—+7,075——$1.2M—2026-10-26
Penn Davis Mcfarland Inc
NEW7,063—+7,063——$1.1M—2026-10-23
Broadway Wealth Solutions, Inc.
NEW7,039—+7,039——$1.1M—2026-10-21
Alhambra Investment Management LLC
NEW7,032—+7,032——$1.1M—2026-10-15
Spartan Planning & Wealth Management
NEW7,002—+7,002——$1.1M—2026-10-13
Old Peak Finance LLC
NEW6,999—+6,999——$1.1M—2026-11-02
Black Diamond Financial, LLC
NEW6,931—+6,931——$1.1M—2026-10-26
Crown Wealth Group, LLC
NEW6,919—+6,919——$1.1M—2026-10-19
Vista Capital Partners, Inc.
INCREASED6,8986,760+138+2%$924.2K$1.1M+$198.5K2026-11-06
InTrack Investment Management Inc
NEW6,896—+6,896——$1.1M—2026-10-15
Legacy Wealth Asset Management, LLC
NEW6,893—+6,893——$1.1M—2026-10-09
Arbor Investment Advisors, LLC
INCREASED6,8926,748+144+2%$922.6K$1.1M+$199.1K2026-10-26
Mullaney, Keating & Wright, Inc.
NEW6,880—+6,880——$1.1M—2026-10-19
Form Wealth Advisors, LLC
NEW6,877—+6,877——$1.1M—2026-10-13
Provident Living Financial Services, Inc.
DECREASED6,8737,827-954-12%$1.1M$1.3M+$216.9K2026-11-03
Pinnacle Bancorp, Inc.
NEW6,866—+6,866——$1.1M—2026-10-21
Verum Partners LLC
NEW6,855—+6,855——$1.1M—2026-10-21
Summa Corp.
NEW6,850—+6,850——$1.1M—2026-10-30
Security Financial Services, Inc.
NEW6,850—+6,850——$1.1M—2026-10-29
Gratus Wealth Advisors, LLC
NEW6,846—+6,846——$1.1M—2026-10-26
Berman McAleer LLC
NEW6,839—+6,839——$1.1M—2026-10-16
Windsor Capital Management, LLC
NEW6,835—+6,835——$1.1M—2026-10-13
Birchbrook, Inc.
NEW6,829—+6,829——$1.1M—2026-10-14
Kellett Wealth Advisors, LLC
NEW6,829—+6,829——$1.1M—2026-10-15
Collaborative Capital Advisors LLC
NEW6,821—+6,821——$1.1M—2026-11-06
Carroll Advisory Group, LLC
NEW6,813—+6,813——$1.1M—2026-10-16
Floyd Financial Group LLC
NEW6,793—+6,793——$1.2M—2026-10-28
Miller Global Investments, LLC
NEW6,786—+6,786——$1.1M—2026-10-02
Walled Lake Planning & Wealth Management, LLC
NEW6,781—+6,781——$1.1M—2026-10-29
Atticus Wealth Management, LLC
NEW6,772—+6,772——$1.1M—2026-10-20
Pension & Wealth Management Advisors, Inc.
NEW6,763—+6,763——$1.1M—2026-10-16
RVW Wealth, LLC
NEW6,759—+6,759——$1.1M—2026-10-06
Connecticut Capital Management Group, LLC
NEW6,758—+6,758——$1.1M—2026-10-29
David J Yvars Group
NEW6,745—+6,745——$1.1M—2026-10-09
Braeburn Wealth Management LLC
NEW6,740—+6,740——$1.1M—2026-10-15
Verity Asset Management, Inc.
NEW6,736—+6,736——$1.1M—2026-10-30
Garner Asset Management Corp
NEW6,736—+6,736——$1.2M—2026-10-30
Noesis Capital Mangement Corp
NEW6,715—+6,715——$1.1M—2026-10-26
Veracity Capital LLC
NEW6,688—+6,688——$1.1M—2026-10-08
Magnolia Capital Management LTD
NEW6,677—+6,677——$1.1M—2026-10-09
Optivise Advisory Services LLC
NEW6,675—+6,675——$1.1M—2026-10-19
Constitution Capital LLC
NEW6,675—+6,675——$1.1M—2026-10-23
Tcfg Investment Advisors, LLC
NEW6,669—+6,669——$1.1M—2026-10-20
S.A. Mason LLC
INCREASED6,6636,659+4+0%$910.4K$1.1M+$174.0K2026-10-13
Armstrong Henry H Associates Inc
NEW6,657—+6,657——$1.1M—2026-10-07
Baron Financial Group, LLC
NEW6,645—+6,645——$1.1M—2026-10-09
Acorn Wealth Advisors, LLC
NEW6,629—+6,629——$1.1M—2026-10-19
Ameliora Wealth Management Ltd.
NEW6,621—+6,621——$1.1M—2026-10-23
Cooper S Advisors, LLC
NEW6,607—+6,607——$1.1M—2026-11-03
Cannon Financial Strategists, Inc.
NEW6,591—+6,591——$1.1M—2026-10-19
Falcon Wealth Planning
NEW6,589—+6,589——$1.1M—2026-11-06
Bedminster, LLC
NEW6,547—+6,547——$1.1M—2026-11-04
MB, Levis & Associates, LLC
NEW6,542—+6,542——$1.1M—2026-10-16
Well Done, LLC
NEW6,507—+6,507——$1.1M—2026-10-20
Insight Advisors, LLC/ PA
NEW6,506—+6,506——$1.1M—2026-10-22
Arkfeld Wealth Strategies, L.L.C.
NEW6,503—+6,503——$1.1M—2026-10-19
Grace & White Inc
NEW6,482—+6,482——$1.1M—2026-10-23
Wright Wealth LLC
NEW6,481—+6,481——$1.1M—2026-10-29
Flagstone Financial Management
NEW6,480—+6,480——$1.1M—2026-11-05
Journey Retirement Planning & Investment Management LLC
NEW6,478—+6,478——$1.1M—2026-10-09
LifePlan Financial, LLC
NEW6,473—+6,473——$1.1M—2026-10-13
Investment Partners Asset Management, Inc.
NEW6,466—+6,466——$1.1M—2026-10-09
Tsfg, LLC
NEW6,461—+6,461——$1.1M—2026-10-23
Stonebridge Financial Planning Group, LLC
NEW6,432—+6,432——$1.0M—2026-11-06
LifeGuide Financial Advisors, LLC
NEW6,432—+6,432——$1.0M—2026-10-20
DWR Wealth Management, LLC
NEW6,421—+6,421——$1.0M—2026-10-13
Centerpoint Advisors, LLC
NEW6,408—+6,408——$1.0M—2026-11-05
Lighthouse Financial LLC
NEW6,404—+6,404——$1.0M—2026-10-23
MBE Wealth Management, LLC
NEW6,403—+6,403——$1.0M—2026-10-26
Schaeffer Financial LLC
NEW6,383—+6,383——$1.0M—2026-10-23
Nabity-Jensen Investment Management Inc
NEW6,379—+6,379——$1.0M—2026-10-23
C2c Wealth Management, LLC
NEW6,374—+6,374——$1.0M—2026-10-20
Powell Investment Advisors, LLC
NEW6,360—+6,360——$1.0M—2026-10-22
Bourne Lent Asset Management Inc
NEW6,321—+6,321——$1.0M—2026-11-05
Entrewealth, LLC
NEW6,318—+6,318——$1.0M—2026-10-14
IVC Wealth Advisors LLC
NEW6,316—+6,316——$1.0M—2026-10-23
Finward Bancorp
NEW6,314—+6,314——$1.0M—2026-10-14
ERn Financial, LLC
NEW6,295—+6,295——$1.0M—2026-10-28
Salomon & Ludwin, LLC
NEW6,280—+6,280——$1.0M—2026-10-29
Greg Jennings, LLC
NEW6,278—+6,278——$1.0M—2026-10-19
Corps Capital Advisors, LLC
NEW6,275—+6,275——$1.0M—2026-11-05
CWC Advisors, Llc.
NEW6,274—+6,274——$1.0M—2026-10-15
Signature Resources Capital Management, LLC
NEW6,273—+6,273——$1.0M—2026-10-16
West Wealth Group, LLC
NEW6,264—+6,264——$1.0M—2026-10-14
SFG Wealth Management, Llc.
NEW6,253—+6,253——$1.0M—2026-10-23
Smithbridge Asset Management Inc
NEW6,250—+6,250——$1.0M—2026-10-19
waypoint wealth counsel
NEW6,249—+6,249——$1.0M—2026-10-22
Rochester Wealth Strategies, LLC
NEW6,242—+6,242——$1.0M—2026-11-03
Dickmeyer Boyce Financial Management, Inc.
NEW6,235—+6,235——$1.0M—2026-10-08
Beacon Capital Management, LLC
NEW6,235—+6,235——$1.0M—2026-10-23
Voisard Asset Management Group, Inc.
NEW6,229—+6,229——$1.0M—2026-10-13
Armor Investment Advisors, LLC
NEW6,221—+6,221——$1.0M—2026-10-27
WMG Financial Advisors, LLC
NEW6,204—+6,204——$848.2K—2026-10-28
Canopy Partners, LLC
NEW6,181—+6,181——$1.0M—2026-10-28
Peak Wealth Management LLC
NEW6,181—+6,181——$1.1M—2026-10-26
HBW Advisory Services LLC
NEW6,178—+6,178——$1.0M—2026-10-15
Inspirion Wealth Advisors, LLC
NEW6,168—+6,168——$1.0M—2026-10-09
Hartline Investment Corp/
DECREASED6,1626,235-73-1%$852.4K$1.0M+$150.4K2026-10-29
Southern Capital Advisors, LLC
NEW6,141—+6,141——$999.4K—2026-10-26
B.A. Schrock Wealth Management, Inc.
NEW6,137—+6,137——$1.0M—2026-10-15
Tortuga Wealth Management, Inc
NEW6,135—+6,135——$998.6K—2026-10-27
Woodley Farra Manion Portfolio Management Inc
NEW6,096—+6,096——$992.2K—2026-11-05
Foster Dykema Cabot & Partners, LLC
NEW6,089—+6,089——$991.0K—2026-10-30
Marion Wealth Management
NEW6,078—+6,078——$989.2K—2026-10-22
Financial Management Network Inc
NEW6,068—+6,068——$995.2K—2026-10-09
Sound Portfolio Advisors, LLC
NEW6,063—+6,063——$986.8K—2026-11-05
Gables Capital Management Inc.
NEW6,063—+6,063——$986.8K—2026-11-04
6th Street Advisors, LLC
NEW6,058—+6,058——$985.9K—2026-10-14
Bright Futures Wealth Management, Llc.
NEW6,057—+6,057——$985.8K—2026-10-23
Zinnia Wealth Advisory, LLC
NEW6,055—+6,055——$985.5K—2026-11-06
RM Financial Services, LLC
NEW6,043—+6,043——$983.5K—2026-11-03
AdviceOne Advisory Services, LLC
NEW6,020—+6,020——$979.8K—2026-10-19
Abbington Investment Group
NEW6,017—+6,017——$979.2K—2026-11-03
GSG Advisors LLC
NEW5,997—+5,997——$976.1K—2026-11-03
Oakmont Investment Advisors, Inc.
NEW5,942—+5,942——$966.9K—2026-10-21
Redwood Financial Network Corp
NEW5,939—+5,939——$966.6K—2026-11-03
Convergence Financial, LLC
NEW5,938—+5,938——$966.5K—2026-10-27
Kelly Financial Services LLC
NEW5,928—+5,928——$964.7K—2026-10-20
Tarbox Family Office, Inc.
NEW5,919—+5,919——$963.3K—2026-10-23
Copeland Capital Management, LLC
NEW5,915—+5,915——$962.7K—2026-10-13
Landaas & Co
NEW5,876—+5,876——$956.3K—2026-10-29
Hoge Financial Services, LLC
NEW5,874—+5,874——$955.9K—2026-11-05
PFC Capital Group, Inc.
NEW5,872—+5,872——$955.7K—2026-11-06
Bond & Devick Financial Network, Inc.
NEW5,859—+5,859——$953.6K—2026-10-23
GS Investments, Inc.
NEW5,849—+5,849——$951.9K—2026-11-05
Addison Advisors LLC
NEW5,833—+5,833——$949.3K—2026-11-06
Mechanics Financial Corp
NEW5,828—+5,828——$948.5K—2026-11-05
Ashurst Perkins Coie Trust Co
NEW5,811—+5,811——$945.7K—2026-10-15
Blue Fin Capital, Inc.
NEW5,804—+5,804——$944.6K—2026-10-28
Nexus Investment Management ULC
NEW5,794—+5,794——$943.0K—2026-10-27
LVZ, Inc.
NEW5,781—+5,781——$940.9K—2026-10-20
RS Crum Inc.
NEW5,770—+5,770——$939.0K—2026-10-19
Westside Investment Management, Inc.
NEW5,767—+5,767——$941.2K—2026-11-02
Pullen Investment Management, LLC
NEW5,760—+5,760——$937.4K—2026-10-23
Appalachian Capital Management Ltd
NEW5,747—+5,747——$935.3K—2026-10-14
Financial Partners Group, Inc
NEW5,745—+5,745——$934.9K—2026-10-19
Intelligence Driven Advisers, LLC
NEW5,739—+5,739——$934.0K—2026-10-09
Boyce & Associates Wealth Consulting, Inc.
NEW5,730—+5,730——$932.6K—2026-10-14
Momentous Wealth Management, Inc.
NEW5,721—+5,721——$931.1K—2026-10-21
Atwater Malick LLC
NEW5,721—+5,721——$931.1K—2026-10-15
Chapin Davis, Inc.
NEW5,717—+5,717——$930.4K—2026-10-09
Payden & Rygel
NEW5,700—+5,700——$928.0K—2026-10-28
Institute for Wealth Management, Llc.
NEW5,699—+5,699——$927.6K—2026-11-06
Basso Capital Management, L.P.
NEW5,699—+5,699——$927.5K—2026-10-30
Central Valley Advisors, LLC
NEW5,689—+5,689——$925.9K—2026-10-27
Wilkins Miller Wealth Management, LLC
NEW5,677—+5,677——$923.9K—2026-10-13
Tributary Capital Management, LLC
UNCHANGED5,6755,67500%$775.9K$923.6K+$147.7K2026-10-28
Narus Financial Partners, LLC
NEW5,674—+5,674——$923.4K—2026-10-19
Peachtree Investment Partners, LLC
NEW5,642—+5,642——$918.3K—2026-11-05
Commons Capital, LLC
NEW5,641—+5,641——$918.1K—2026-11-05
Victrix Investment Advisors
NEW5,629—+5,629——$916.1K—2026-10-13
Wetzel Investment Advisors, Inc.
NEW5,627—+5,627——$915.8K—2026-10-13
Towerpoint Wealth, LLC
NEW5,614—+5,614——$913.8K—2026-10-13
Defined Wealth Management, LLC
NEW5,605—+5,605——$912.2K—2026-10-19
Pavion Blue Capital, LLC
NEW5,590—+5,590——$909.8K—2026-11-05
Opinicus Capital, Inc.
NEW5,582—+5,582——$908.5K—2026-10-28
Barry Investment Advisors, LLC
NEW5,576—+5,576——$907.5K—2026-10-14
Manchester Capital Management LLC
NEW5,536—+5,536——$901.0K—2026-10-22
BankPlus Wealth Management LLC
NEW5,527—+5,527——$900.2K—2026-10-13
Arta Finance Wealth Management LLC
NEW5,524—+5,524——$899.0K—2026-10-28
Birch Financial Group, LLC
NEW5,520—+5,520——$898.4K—2026-10-27
Lord & Richards Wealth Management, LLC
NEW5,499—+5,499——$895.0K—2026-10-14
Warburton Capital Management, LLC
NEW5,499—+5,499——$975.9K—2026-11-06
SLT Holdings LLC
NEW5,494—+5,494——$894.1K—2026-10-15
Merkkuri Wealth Advisors LLC
NEW5,493—+5,493——$894.1K—2026-11-03
Oarsman Capital, Inc.
DECREASED5,4915,549-58-1%$758.7K$893.7K+$135.1K2026-11-05
AA Financial Advisors, LLC
NEW5,490—+5,490——$893.6K—2026-10-19
BlueSky Wealth Advisors, LLC
NEW5,484—+5,484——$892.5K—2026-10-29
Austin Asset Management Co Inc
NEW5,461—+5,461——$888.8K—2026-10-29
Decker Wealth Management LLC
NEW5,438—+5,438——$885.0K—2026-10-09
Pacific Center for Financial Services
NEW5,436—+5,436——$884.8K—2026-10-15
Carnegie Lake Advisors LLC
NEW5,433—+5,433——$884.2K—2026-11-06
TSG Advice Partners, LLC
NEW5,413—+5,413——$740.0K—2026-10-29
Bay Capital Advisors, LLC
NEW5,377—+5,377——$875.1K—2026-10-16
Nordwand Advisors, LLC
NEW5,354—+5,354——$871.4K—2026-11-05
Synergy Asset Management, LLC
NEW5,349—+5,349——$870.6K—2026-11-05
Rockport Wealth LLC
NEW5,342—+5,342——$869.4K—2026-11-03
Good Harbor Advisors, Inc.
NEW5,342—+5,342——$869.4K—2026-10-20
Centennial Advisors, LLC
NEW5,341—+5,341——$869.2K—2026-10-21
Roth Financial Partners LLC
NEW5,331—+5,331——$867.6K—2026-10-06
Mcrae Capital Management Inc
NEW5,315—+5,315——$865.2K—2026-10-15
Western Financial Corp
NEW5,300—+5,300——$862.6K—2026-10-14
Planning Strategies Inc.
INCREASED5,2985,283+15+0%$722.3K$862.2K+$140.0K2026-10-02
MRA Advisory Group
NEW5,290—+5,290——$860.9K—2026-10-07
Wernau Asset Management Inc.
NEW5,289—+5,289——$860.8K—2026-10-19
Evolution Advisers, Inc.
NEW5,283—+5,283——$924.5K—2026-11-06
Weybosset Research & Management LLC
NEW5,282—+5,282——$859.6K—2026-10-19
Mallini Complete Financial Planning LLC
INCREASED5,2662,015+3,251+161%$275.6K$857.1K+$581.5K2026-10-06
Diesslin Group, Inc.
NEW5,246—+5,246——$853.8K—2026-10-14
North Forty Two & Co.
NEW5,245—+5,245——$853.6K—2026-10-19
Guilbault Capital LLC
NEW5,238—+5,238——$852.5K—2026-10-28
Unified Investment Management
NEW5,237—+5,237——$852.3K—2026-10-14
O'Brien Greene & Co. Inc
NEW5,229—+5,229——$851.0K—2026-11-05
CapWealth Advisors, LLC
INCREASED5,2193,869+1,350+35%$529.0K$849.4K+$320.4K2026-10-05
Joseph P. Lucia & Associates, LLC
NEW5,212—+5,212——$848.2K—2026-10-30
Horst & Graben Wealth Management LLC
NEW5,208—+5,208——$847.6K—2026-11-02
Canvas Wealth Advisors, LLC
NEW5,181—+5,181——$949.6K—2026-11-02
IronOak Wealth Llc.
NEW5,181—+5,181——$843.3K—2026-11-06
Investment Planning Advisors, Inc.
NEW5,178—+5,178——$842.7K—2026-10-14
Sierra Summit Advisors LLC
NEW5,175—+5,175——$842.2K—2026-10-28
BXM Wealth LLC
NEW5,167—+5,167——$840.9K—2026-11-03
Austin Wealth Management, LLC
NEW5,155—+5,155——$868.7K—2026-11-06
Jessup Wealth Management, Inc
NEW5,151—+5,151——$838.3K—2026-10-20
Lazard Freres Gestion S.A.S.
NEW5,150—+5,150——$838.0K—2026-11-03
Flynn Zito Capital Management, LLC
NEW5,146—+5,146——$837.4K—2026-11-04
Samalin Investment Counsel, LLC
NEW5,122—+5,122——$833.7K—2026-10-23
Macroview Investment Management LLC
NEW5,120—+5,120——$833.3K—2026-10-26
Creative Capital Management Investments LLC
INCREASED5,1124,930+182+4%$674.0K$832.0K+$157.9K2026-10-28
Avaii Wealth Management, LLC
NEW5,110—+5,110——$838.1K—2026-10-09
Karras Company, Inc.
NEW5,100—+5,100——$830.0K—2026-10-16
Heritage Investment Group, Inc.
NEW5,088—+5,088——$828.1K—2026-11-03
Tortoise Investment Management, LLC
NEW5,083—+5,083——$827.2K—2026-11-06
Holos Integrated Wealth LLC
INCREASED5,0814,632+449+10%$656.3K$905.8K+$249.5K2026-10-23
Private Wealth Management Group, LLC
NEW5,069—+5,069——$825.0K—2026-10-19
Tennessee Valley Asset Management Partners
NEW5,056—+5,056——$822.9K—2026-11-03
MFA Wealth Services
NEW5,047—+5,047——$821.3K—2026-10-14
Purkiss Capital Advisors LLC
NEW5,042—+5,042——$820.6K—2026-11-06
Burton Enright Welch
NEW5,021—+5,021——$817.1K—2026-11-04
Blackston Financial Advisory Group, LLC
NEW5,017—+5,017——$816.5K—2026-11-04
Quantum Financial Partners LLC
NEW5,014—+5,014——$816.1K—2026-10-19
Sather Financial Group Inc
NEW5,014—+5,014——$816.1K—2026-10-30
Jackson Square Capital, LLC
NEW5,014—+5,014——$816.0K—2026-10-19
MW Advisory, LLC
NEW5,013—+5,013——$815.9K—2026-10-19
Attessa Capital LLC
NEW5,012—+5,012——$815.7K—2026-10-09
Goldstein Advisors, LLC
NEW5,002—+5,002——$814.1K—2026-10-15
Gruss & Co., LLC
NEW5,000—+5,000——$813.8K—2026-11-02
RDA Financial Network
NEW4,988—+4,988——$811.8K—2026-10-15
Cornerstone Planning, LLC
NEW4,987—+4,987——$811.6K—2026-10-27
Kooman & Associates
NEW4,967—+4,967——$808.4K—2026-10-21
Pettinga Financial Advisors LLC
NEW4,931—+4,931——$802.5K—2026-10-13
Bestgate Wealth Advisors, LLC
NEW4,918—+4,918——$800.4K—2026-10-13
Peck Wealth Management, LLC
NEW4,916—+4,916——$800.1K—2026-10-29
Clear Wave Wealth Management LLC
NEW4,910—+4,910——$799.1K—2026-11-04
Holland Advisory Services, Inc.
NEW4,908—+4,908——$798.8K—2026-10-26
Tandem Investment Partners LLC
NEW4,907—+4,907——$798.6K—2026-10-16
Fiera Capital Corp
NEW4,905—+4,905——$798.3K—2026-11-06
Demars Financial Group, LLC
NEW4,899—+4,899——$797.4K—2026-10-22
Decision Investments, Inc
NEW4,893—+4,893——$796.4K—2026-10-07
Fearless Solutions, LLC dba Best Invest
NEW4,893—+4,893——$796.3K—2026-10-14
Sageworth Trust Co of South Dakota
NEW4,888—+4,888——$795.5K—2026-10-30
TSA Wealth Managment LLC
NEW4,875—+4,875——$793.4K—2026-10-22
Fee-Only Financial Planning, L.C.
NEW4,872—+4,872——$792.9K—2026-10-23
Elevated Private Wealth, LLC
NEW4,869—+4,869——$792.4K—2026-10-15
Firethorn Wealth Partners, LLC
NEW4,855—+4,855——$790.1K—2026-10-14
Elmwood Wealth Management, Inc.
NEW4,852—+4,852——$789.7K—2026-10-14
Ipsen Advisor Group LLC
NEW4,851—+4,851——$789.5K—2026-10-29
Long Road Investment Counsel, LLC
NEW4,849—+4,849——$789.2K—2026-11-04
McLean Asset Management Corp
NEW4,839—+4,839——$799.9K—2026-11-06
Gilbert Capital Group, Inc.
NEW4,835—+4,835——$786.9K—2026-10-28
Windmill Hill Asset Management Ltd
NEW4,811—+4,811——$783.0K—2026-10-28
Christensen, King & Associates Investment Services, Inc.
NEW4,793—+4,793——$780.1K—2026-10-22
Belleair Asset Management, LLC
NEW4,789—+4,789——$779.4K—2026-11-03
Kozak & Associates, Inc.
NEW4,788—+4,788——$871.5K—2026-10-29
Oakwell Private Wealth Management, LLC
NEW4,771—+4,771——$776.5K—2026-11-06
Gallagher Capital Advisors, LLC
NEW4,771—+4,771——$776.5K—2026-10-09
William B. Walkup & Associates, Inc.
NEW4,766—+4,766——$775.7K—2026-11-05
Waterway Wealth Management, LLC
DECREASED4,7654,843-78-2%$662.2K$775.5K+$113.4K2026-10-28
Thrive Capital Management, LLC
NEW4,755—+4,755——$773.9K—2026-10-28
Redmond Asset Management, LLC
NEW4,750—+4,750——$773.1K—2026-10-27
Peirce Capital Management, LLC
NEW4,737—+4,737——$770.9K—2026-10-19
Centennial Wealth Advisory LLC
NEW4,735—+4,735——$771.7K—2026-10-16
Advisor Resource Council
NEW4,722—+4,722——$774.5K—2026-11-05
FinArc Investments, Inc.
UNCHANGED4,7194,71900%$645.2K$768.0K+$122.8K2026-10-14
Elevated Capital Advisors, LLC
NEW4,717—+4,717——$767.7K—2026-11-04
1620 Investment Advisors, Inc.
NEW4,708—+4,708——$766.2K—2026-11-04
Reyes Financial Architecture, Inc.
NEW4,698—+4,698——$764.6K—2026-10-22
NovaPoint Capital, LLC
NEW4,696—+4,696——$764.3K—2026-10-22
United Capital Management of KS, Inc.
NEW4,688—+4,688——$763.0K—2026-11-04
Fortress Financial Solutions, LLC
NEW4,685—+4,685——$762.5K—2026-10-14
Community Trust & Investment Co
NEW4,681—+4,681——$761.8K—2026-10-15
WBI Investments, LLC
NEW4,675—+4,675——$760.9K—2026-11-05
Lountzis Asset Management, LLC
NEW4,674—+4,674——$760.7K—2026-10-30
Aspect Partners, LLC
INCREASED4,6663,648+1,018+28%$498.8K$759.4K+$260.6K2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
NEW4,662—+4,662——$758.7K—2026-11-02
Eukles Asset Management
NEW4,639—+4,639——$755.0K—2026-11-04
Blossom Wealth Management
NEW4,620—+4,620——$751.9K—2026-11-03
EPG Wealth Management LLC
NEW4,605—+4,605——$749.5K—2026-11-03
Sterling Investment Counsel, LLC
NEW4,604—+4,604——$749.3K—2026-10-19
Fluent Financial, LLC
NEW4,583—+4,583——$745.9K—2026-10-13
Puff Wealth Management, LLC
NEW4,571—+4,571——$743.9K—2026-10-07
SkyOak Wealth, LLC
NEW4,565—+4,565——$743.0K—2026-10-28
Palatine Hill Wealth Management, LLC
DECREASED4,5644,643-79-2%$634.8K$742.8K+$108.0K2026-11-03
Villere ST Denis J & Co LLC
NEW4,554—+4,554——$741.2K—2026-11-04
Petersen Hastings Wealth Advisors Inc.
NEW4,552—+4,552——$740.8K—2026-10-27
Veery Capital, LLC
NEW4,543—+4,543——$739.4K—2026-10-07
Banyan Capital Management, Inc.
NEW4,540—+4,540——$738.9K—2026-11-05
Blankinship & Foster, LLC
NEW4,527—+4,527——$736.8K—2026-10-19
Detalus Advisors, LLC
NEW4,513—+4,513——$734.5K—2026-10-15
Unique Wealth, LLC
DECREASED4,5115,748-1,237-22%$785.8K$734.1K-$51.7K2026-10-16
Mills Wealth Advisors LLC
NEW4,505—+4,505——$733.2K—2026-10-22
ARK & TLK Investments, LLC
NEW4,498—+4,498——$732.0K—2026-10-20
Dakota Community Bank & Trust NA
NEW4,485—+4,485——$729.9K—2026-10-09
Benedict Financial Advisors Inc
NEW4,460—+4,460——$725.9K—2026-10-07
First Citizens Financial Corp
NEW4,456—+4,456——$725.2K—2026-10-02
Headland Capital, LLC
INCREASED4,4514,352+99+2%$595.0K$724.3K+$129.3K2026-11-06
Xcel Wealth Management, LLC
NEW4,450—+4,450——$724.2K—2026-10-26
Paragon Private Wealth Management, LLC
NEW4,442—+4,442——$723.0K—2026-10-20
Shulman DeMeo Asset Management LLC
NEW4,434—+4,434——$727.1K—2026-10-09
Burk Holdings LLC
NEW4,429—+4,429——$720.8K—2026-11-05
Future Financial Wealth Managment LLC
NEW4,427—+4,427——$720.5K—2026-10-15
Asahi Life Asset Management Co., Ltd.
NEW4,424—+4,424——$720.0K—2026-11-06
International Private Wealth Advisors LLC
NEW4,422—+4,422——$719.7K—2026-11-05
Crew Capital Management, Ltd
NEW4,417—+4,417——$718.9K—2026-10-28
Rainier Family Wealth Inc
NEW4,401—+4,401——$716.3K—2026-11-02
Retirement Solution LLC
NEW4,394—+4,394——$715.1K—2026-10-27
Fulcrum Equity Management
NEW4,379—+4,379——$712.6K—2026-10-21
Whelan Financial
NEW4,376—+4,376——$712.3K—2026-10-28
Strata Wealth Advisors, LLC
NEW4,366—+4,366——$710.6K—2026-10-16
Motive Wealth Advisors
NEW4,362—+4,362——$709.9K—2026-10-26
BCU Wealth Advisors, LLC
NEW4,346—+4,346——$707.3K—2026-10-16
Pinnacle Financial Group, LLC / IL
NEW4,346—+4,346——$707.4K—2026-10-29
Asio Capital, LLC
NEW4,336—+4,336——$705.7K—2026-10-19
Fortress Financial Group, LLC
NEW4,332—+4,332——$705.0K—2026-10-21
Howard Wealth Management, LLC
NEW4,328—+4,328——$704.4K—2026-10-28
Stronghold Wealth Management L.L.C.
DECREASED4,3284,329-10%$591.9K$704.4K+$112.5K2026-10-16
Daviman Financial, LLC
NEW4,327—+4,327——$704.2K—2026-11-06
Independence Financial Advisors, LLC
NEW4,315—+4,315——$702.3K—2026-10-08
Nolet Wealth Management, LLC
NEW4,303—+4,303——$700.4K—2026-10-15
Fingerlakes Wealth Management, Inc.
NEW4,292—+4,292——$698.5K—2026-11-04
Horizon Wealth Management, LLC
NEW4,279—+4,279——$696.5K—2026-11-02
Clean Yield Group
INCREASED4,2713,771+500+13%$515.6K$695.1K+$179.5K2026-10-28
Capstone Wealth Management Group, LLC
NEW4,269—+4,269——$481.3K—2026-11-05
Arcataur Capital Management LLC
NEW4,265—+4,265——$694.1K—2026-10-21
15 Wealth Advisors LLC
NEW4,250—+4,250——$691.6K—2026-10-14
Loudon Investment Management, LLC
NEW4,248—+4,248——$691.4K—2026-11-06
Wealth Advisors Northwest LLC
NEW4,247—+4,247——$691.2K—2026-10-29
Axecap Investments, LLC
NEW4,244—+4,244——$690.7K—2026-10-20
365 WMG Private Fund I: Primus Fund LLC
NEW4,244—+4,244——$690.7K—2026-10-20
Advocate Group LLC
NEW4,236—+4,236——$689.4K—2026-10-19
BostonPremier Wealth LLC
NEW4,236—+4,236——$689.4K—2026-10-16
Buck Wealth Strategies, LLC
NEW4,232—+4,232——$688.8K—2026-10-28
Johnson Bixby & Associates, LLC
NEW4,218—+4,218——$686.5K—2026-10-14
TKG Advisors, LLC
NEW4,213—+4,213——$685.7K—2026-11-02
Ulland Investment Advisors, LLC
DECREASED4,1934,559-366-8%$623$682.0K+$681.4K2026-10-13
Code Waechter LLC
NEW4,188—+4,188——$681.6K—2026-10-23
Piedmont Capital Management, LLC
NEW4,181—+4,181——$680.5K—2026-10-21
Williams & Novak Wealth Management, LLC
NEW4,181—+4,181——$680.5K—2026-10-09
Cornerstone Planning Group LLC
INCREASED4,1784,151+27+1%$641.1K$705.9K+$64.8K2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
NEW4,171—+4,171——$678.9K—2026-10-13
Cascade Investment Group, Inc.
NEW4,163—+4,163——$677.5K—2026-10-13
Jm2 Capital Inc.
NEW4,155—+4,155——$676.3K—2026-10-14
WealthCare Investment Partners, LLC
NEW4,132—+4,132——$672.5K—2026-11-05
BlueChip Wealth Advisors LLC
NEW4,124—+4,124——$671.2K—2026-11-03
J. L. Bainbridge & Co., Inc.
UNCHANGED4,1214,12100%$563.4K$670.6K+$107.3K2026-10-20
Amicus Financial Advisors, LLC
INCREASED4,1174,062+55+1%$555.3K$670.1K+$114.8K2026-11-03
Sweeney & Michel, LLC
NEW4,101—+4,101——$667.5K—2026-10-16
American Capital Advisory, LLC
NEW4,088—+4,088——$665.3K—2026-10-28
Ifrah Financial Services, Inc.
NEW4,087—+4,087——$665.2K—2026-10-13
Sepio Capital, LP
NEW4,079—+4,079——$664.0K—2026-10-22
626 Financial, LLC
NEW4,079—+4,079——$663.8K—2026-11-04
Harbor Group, Inc.
NEW4,071—+4,071——$662.6K—2026-10-14
OFS Enterprise LLC
NEW4,066—+4,066——$661.8K—2026-10-16
Avalon Capital Management
NEW4,065—+4,065——$661.6K—2026-11-04
Legacy Wealth Partners, LLC
NEW4,063—+4,063——$661.3K—2026-10-15
Providence First Trust Co
DECREASED4,0426,781-2,739-40%$927.1K$657.8K-$269.3K2026-11-02
Tempus Wealth Planning, LLC
NEW4,040—+4,040——$657.5K—2026-10-14
Hidden Cove Wealth Management, LLC
NEW4,038—+4,038——$657.2K—2026-10-19
Signature Equity Partners, LLC
INCREASED4,0383,611+427+12%$493.8K$657.1K+$163.3K2026-10-29
Baron Wealth Management LLC
NEW4,028—+4,028——$655.6K—2026-10-27
Parr Mcknight Wealth Management Group, LLC
NEW4,027—+4,027——$655.4K—2026-10-30
Yoffe Investment Management, LLC
NEW4,019—+4,019——$654.1K—2026-11-02
Physician Wealth Advisors, Inc.
NEW4,019—+4,019——$654.0K—2026-10-20
Portland Financial Advisors Inc
NEW4,017—+4,017——$653.8K—2026-10-26
Alpha Zero LLC
NEW4,009—+4,009——$652.4K—2026-11-06
Washington Capital Management, Inc
NEW4,005—+4,005——$651.8K—2026-10-19
Solutions 4 Wealth, Ltd
NEW3,992—+3,992——$649.7K—2026-11-03
CGN Advisors LLC
NEW3,991—+3,991——$649.6K—2026-10-21
StrongBox Wealth, LLC
INCREASED3,9893,976+13+0%$543.6K$649.2K+$105.6K2026-11-02
Sound Financial Strategies Group, LLC
NEW3,987—+3,987——$648.9K—2026-10-30
DLK Investment Management, LLC
NEW3,980—+3,980——$647.7K—2026-10-09
Fiscal Wisdom Wealth Management, LLC
NEW3,976—+3,976——$647.0K—2026-10-16
Applied Capital LLC
NEW3,975—+3,975——$646.9K—2026-10-07
Global X Japan Co., Ltd.
NEW3,964—+3,964——$645.1K—2026-10-21
Henderson Brothers Financial Partners, LLC
NEW3,962—+3,962——$644.8K—2026-11-03
Capstone Wealth Management, LLC
NEW3,954—+3,954——$643.5K—2026-11-02
Align Financial, LLC
INCREASED3,9383,896+42+1%$532.7K$640.9K+$108.3K2026-10-16
Stone Summit Wealth LLC
NEW3,937—+3,937——$640.7K—2026-10-14
Brown Miller Wealth Management, LLC
NEW3,920—+3,920——$637.9K—2026-11-02
Planned Solutions, Inc.
UNCHANGED3,9203,92000%$535.9K$638.0K+$102.0K2026-10-19
TradeWell Securities, Llc.
NEW3,919—+3,919——$637.7K—2026-10-21
Cherrydale Wealth Management, LLC
NEW3,917—+3,917——$637.5K—2026-10-20
William Mack & Associates, Inc.
NEW3,890—+3,890——$633.1K—2026-10-27
Base Wealth Management LLC
NEW3,885—+3,885——$632.2K—2026-10-21
Fortune 45 LLC
NEW3,872—+3,872——$630.1K—2026-10-14
Kure Advisory, LLC
NEW3,870—+3,870——$629.8K—2026-10-08
Midwest Heritage Bank, FSB
NEW3,868—+3,868——$629.4K—2026-10-26
R. W. Roge & Company, Inc.
NEW3,867—+3,867——$629.0K—2026-11-04
Sylvest Advisors, LLC
NEW3,860—+3,860——$628.3K—2026-10-26
Montis Financial, LLC
NEW3,857—+3,857——$627.8K—2026-11-04
Silver Oak Advisory Group, Inc.
NEW3,856—+3,856——$627.6K—2026-11-06
Fortitude Family Office, LLC
INCREASED3,8562,732+1,124+41%$373.5K$627.6K+$254.0K2026-10-14
Crown Oak Advisors, LLC
NEW3,851—+3,851——$626.8K—2026-10-16
One Plus One Wealth Management, LLC
NEW3,843—+3,843——$625.4K—2026-10-16
Gill Capital Partners, LLC
UNCHANGED3,8403,84000%$525.0K$625.0K+$100.0K2026-10-13
Auour Investments LLC
NEW3,832—+3,832——$623.6K—2026-10-28
Shayne & Jacobs, LLC
NEW3,830—+3,830——$623.3K—2026-10-21
Sharkey, Howes & Javer
NEW3,822—+3,822——$622.0K—2026-10-22
Bishop & Co Investment Management, LLC
NEW3,812—+3,812——$620.4K—2026-11-05
Granite Group Advisors, LLC
NEW3,808—+3,808——$619.7K—2026-10-14
Forteris Wealth Management Inc.
NEW3,803—+3,803——$618.9K—2026-10-13
Stonekeep Investments, LLC
NEW3,791—+3,791——$616.9K—2026-10-15
Hager Investment Management Services, LLC
DECREASED3,7883,805-170%$520.2K$616.5K+$96.3K2026-11-04
Santori & Peters, Inc.
NEW3,783—+3,783——$615.7K—2026-10-26
RPG Investment Advisory, LLC
NEW3,779—+3,779——$615.0K—2026-10-21
Gradient Capital Advisors, LLC
INCREASED3,7763,698+78+2%$505.7K$614.5K+$108.9K2026-10-21
Cache Advisors, LLC
NEW3,771—+3,771——$613.7K—2026-10-16
Gouws Capital LLC
NEW3,770—+3,770——$613.6K—2026-10-09
Sacks & Associates, LLC
NEW3,768—+3,768——$613.3K—2026-10-09
Tillman Hartley LLC
NEW3,765—+3,765——$612.8K—2026-11-06
J. Derek Lewis & Associates Inc.
NEW3,759—+3,759——$611.9K—2026-11-03
Hughes Financial Services, LLC
INCREASED3,7573,633+124+3%$496.7K$688.6K+$191.9K2026-10-30
University of Texas S AM Investment Management Co
NEW3,751—+3,751——$610.5K—2026-11-03
Owl Creek Wealth Partners LLC
NEW3,750—+3,750——$610.3K—2026-10-20
Dutch Asset Corp
NEW3,749—+3,749——$610.2K—2026-10-20
Trail Ridge Investment Advisors, LLC
NEW3,745—+3,745——$609.5K—2026-10-16
Willow Creek Wealth Management Inc.
NEW3,740—+3,740——$608.8K—2026-10-26
HRC Wealth Management, LLC
NEW3,732—+3,732——$607.4K—2026-10-16
Bellecapital International Ltd.
NEW3,730—+3,730——$607.1K—2026-10-21
Waller Financial Planning Group, Inc
NEW3,728—+3,728——$606.7K—2026-10-07
Terra Nova Asset Management LLC
NEW3,727—+3,727——$606.6K—2026-10-13
Gainline Financial Partners, LLC
NEW3,712—+3,712——$604.1K—2026-10-15
Myriad Asset Management US LP
NEW3,711—+3,711——$604.0K—2026-11-03
Spinnaker Investment Group, LLC
NEW3,709—+3,709——$603.6K—2026-10-13
Cedar Mountain Advisors, LLC
NEW3,708—+3,708——$603.5K—2026-10-15
Mattern Capital Management, LLC
NEW3,708—+3,708——$603.5K—2026-11-02
Warner Financial, Inc
NEW3,706—+3,706——$603.2K—2026-11-06
Triune Financial Partners, LLC
NEW3,704—+3,704——$602.9K—2026-11-03
Miller Financial Services LLC
NEW3,702—+3,702——$602.5K—2026-10-20
Asset Advisors Investment Management, LLC
NEW3,700—+3,700——$602.2K—2026-10-19
Northern Capital Management, Inc.
NEW3,699—+3,699——$602.0K—2026-11-05
Tuttle Capital Management, LLC
NEW3,693—+3,693——$601.0K—2026-10-21
Crumly & Associates Inc.
NEW3,692—+3,692——$600.9K—2026-10-07
Atlas Wealth Partners, LLC
NEW3,690—+3,690——$600.5K—2026-11-03
Wagner Wealth Management, Corp
NEW3,690—+3,690——$600.5K—2026-10-20
MKT Advisors LLC
NEW3,689—+3,689——$621.6K—2026-10-20
Abacus Wealth Partners, LLC
NEW3,683—+3,683——$599.4K—2026-11-03
Lifelong Wealth Advisors, Inc.
NEW3,676—+3,676——$598.3K—2026-10-19
Shelton Wealth Management, LLC
NEW3,673—+3,673——$597.7K—2026-10-16
Eddie Patel Inc
INCREASED3,6723,138+534+17%$429.0K$597.6K+$168.6K2026-11-02
Virtus Wealth Solutions LLC
NEW3,668—+3,668——$596.9K—2026-11-03
Tenon Financial LLC
NEW3,665—+3,665——$596.5K—2026-10-14
Columbia Advisory Partners LLC
NEW3,663—+3,663——$596.2K—2026-10-15
Centerpoint Advisory Group
NEW3,661—+3,661——$595.8K—2026-10-23
O'Connor Financial Group LLC
INCREASED3,6473,622+25+1%$495.3K$593.7K+$98.4K2026-10-26
Huntleigh Advisors, Inc.
NEW3,636—+3,636——$591.7K—2026-11-03
Goldenstone Wealth Management LLC
NEW3,635—+3,635——$591.7K—2026-11-04
Global Strategic Investment Solutions, LLC
NEW3,631—+3,631——$591.0K—2026-10-16
Southern Michigan Bank & Trust
NEW3,630—+3,630——$590.8K—2026-10-19
Warren Street Wealth Advisors, LLC
NEW3,624—+3,624——$589.8K—2026-11-04
Grantvest Financial Group LLC
NEW3,615—+3,615——$588.3K—2026-10-21
UMB Private Wealth Management, LLC
NEW3,613—+3,613——$588.0K—2026-10-19
Sculati Wealth Management, LLC
NEW3,591—+3,591——$618.2K—2026-10-19
Biltmore Wealth Management, LLC
NEW3,578—+3,578——$582.4K—2026-10-09
Tranquility Partners, LLC
NEW3,568—+3,568——$580.7K—2026-10-20
Weinberger Asset Management, Inc
NEW3,567—+3,567——$580.5K—2026-10-28
Farrell Financial LLC
NEW3,567—+3,567——$580.5K—2026-10-16
Gen-Wealth Partners Inc
DECREASED3,5614,341-780-18%$593.5K$579.5K-$13.9K2026-11-04
Boyd Wealth Management, LLC
NEW3,560—+3,560——$579.4K—2026-10-20
Legacy Financial Group, Inc.
NEW3,552—+3,552——$578.0K—2026-10-21
KFG Wealth Management, LLC
NEW3,549—+3,549——$577.6K—2026-10-16
Princeton Capital Management LLC
NEW3,546—+3,546——$577.1K—2026-10-27
Ares Financial Consulting, LLC
INCREASED3,5333,422+111+3%$467.9K$575.0K+$107.1K2026-10-19
LifeGoal Investments, LLC
NEW3,531—+3,531——$574.7K—2026-10-09
Marietta Wealth Management, LLC
NEW3,530—+3,530——$624.8K—2026-10-22
Grove Street Fiduciary, LLC
NEW3,529—+3,529——$574.3K—2026-10-13
Cabot Wealth Management Inc
NEW3,524—+3,524——$573.6K—2026-11-05
Abound Wealth Management
NEW3,522—+3,522——$573.2K—2026-10-26
Matrix Asset Advisors Inc
NEW3,521—+3,521——$573.1K—2026-10-13
Phillips Financial Management, LLC
NEW3,521—+3,521——$573.1K—2026-10-19
J. Safra Sarasin Holding AG
NEW3,512—+3,512——$571.6K—2026-10-26
Sage Mountain Advisors LLC
NEW3,496—+3,496——$568.9K—2026-11-02
Quaker Wealth Management, LLC
NEW3,495—+3,495——$568.7K—2026-10-22
AMG Asset Management Group, Inc.
NEW3,487—+3,487——$567.6K—2026-10-21
Bull Oak Capital, LLC
NEW3,482—+3,482——$566.7K—2026-10-23
Wealth Advisory Solutions, LLC
NEW3,478—+3,478——$566.0K—2026-10-20
Christian Investment Advisors, Inc.
NEW3,474—+3,474——$565.4K—2026-11-03
Williams Financial, LLC
NEW3,465—+3,465——$563.9K—2026-10-19
Overbrook Management Corp
NEW3,464—+3,464——$563.8K—2026-10-08
Sonata Capital Group Inc
NEW3,462—+3,462——$563.4K—2026-10-19
Wheelhouse Advisory Group LLC
NEW3,456—+3,456——$562.4K—2026-10-20
James T. Borello RIA
NEW3,453—+3,453——$562.0K—2026-10-16
CPA Asset Management Group, LLC
NEW3,450—+3,450——$561.5K—2026-10-26
Tableaux LLC
NEW3,437—+3,437——$559.3K—2026-10-23
Darrow Company, Inc.
NEW3,434—+3,434——$558.9K—2026-10-22
Realta Investment Advisors
NEW3,429—+3,429——$558.0K—2026-10-14
Frederick Financial Consultants, LLC
NEW3,428—+3,428——$557.9K—2026-10-29
RIA Advisory Group LLC
NEW3,424—+3,424——$557.3K—2026-10-15
Paragon Capital Management Ltd
NEW3,421—+3,421——$556.8K—2026-10-09
Etesian Wealth Advisors, Inc.
NEW3,417—+3,417——$556.1K—2026-10-27
Birchwood Financial Partners, Inc.
UNCHANGED3,4153,41500%$467.0K$555.9K+$88.9K2026-11-02
Bridgelight Financial Advisors, Inc.
NEW3,411—+3,411——$555.1K—2026-10-20
IFS Advisors, LLC
INCREASED3,407781+2,626+336%$106.8K$554.6K+$447.8K2026-10-14
HMV Wealth Advisors, LLC
NEW3,404—+3,404——$554.0K—2026-10-27
Continuum Wealth Advisors, LLC
NEW3,403—+3,403——$553.8K—2026-10-20
G2 Capital Management, LLC / OH
NEW3,400—+3,400——$553.4K—2026-10-23
Sageworth Trust Co
NEW3,393—+3,393——$552.2K—2026-10-30
New Capital Management LP
NEW3,386—+3,386——$551.0K—2026-10-29
Fenimore Asset Management Inc
NEW3,378—+3,378——$549.8K—2026-10-08
Abundance Wealth Counselors
NEW3,374—+3,374——$549.2K—2026-10-26
Guardian Wealth Advisors, LLC
NEW3,367—+3,367——$605.7K—2026-10-30
ACT Advisors, Llc.
NEW3,365—+3,365——$547.6K—2026-10-15
PCG Asset Management, LLC
NEW3,365—+3,365——$547.7K—2026-11-05
Syntegra Private Wealth Group, LLC
NEW3,362—+3,362——$547.1K—2026-10-13
FMA Wealth Management, LLC
NEW3,358—+3,358——$546.5K—2026-10-21
Investors Research Corp
NEW3,353—+3,353——$545.7K—2026-10-07
Wedge Capital Management L L P
NEW3,350—+3,350——$545.2K—2026-10-13
Kelsey Financial, LLC
NEW3,347—+3,347——$544.7K—2026-10-28
Stevens Capital Partners
NEW3,341—+3,341——$543.7K—2026-10-29
Guidance Capital, Inc
NEW3,341—+3,341——$600.3K—2026-11-03
Heritage Wealth Management, Inc.
NEW3,327—+3,327——$541.4K—2026-10-27
Lighthouse Financial Services Inc
NEW3,317—+3,317——$539.8K—2026-11-02
Junk Investment Group, LLC
NEW3,299—+3,299——$536.9K—2026-10-19
Vanguard Capital Wealth Advisors
NEW3,282—+3,282——$534.1K—2026-10-16
Sunburst Financial Group, LLC
NEW3,281—+3,281——$534.0K—2026-10-09
NBH Bank
NEW3,278—+3,278——$533.5K—2026-11-05
Palacios Wealth Management, LLC
NEW3,278—+3,278——$533.5K—2026-11-04
Dominguez Wealth Management Solutions, Inc.
NEW3,277—+3,277——$533.4K—2026-10-07
Acorn Creek Capital LLC
NEW3,264—+3,264——$531.2K—2026-11-05
ShankerValleau Wealth Advisors, Inc.
NEW3,262—+3,262——$530.9K—2026-10-16
FIG Financial Advisory Services Inc
NEW3,258—+3,258——$530.2K—2026-10-07
Benchmark Financial Wealth Advisors, LLC
NEW3,258—+3,258——$530.3K—2026-10-20
Red Mountain Financial, LLC
UNCHANGED3,2513,25100%$444.4K$529.0K+$84.6K2026-11-03
Ulrich Consultants & Investment Group, LLC
NEW3,250—+3,250——$528.9K—2026-10-13
Fortitude Advisory Group L.L.C.
NEW3,242—+3,242——$527.7K—2026-10-15
Split Rock Private Trading & Wealth Management, LLC
NEW3,237—+3,237——$526.8K—2026-10-15
Letson Investment Management, Inc.
NEW3,231—+3,231——$525.8K—2026-11-05
SpringVest Wealth Management LLC
NEW3,223—+3,223——$524.6K—2026-10-27
Aurora Private Wealth, Inc.
NEW3,223—+3,223——$525.0K—2026-10-20
Vision Financial Markets LLC
NEW3,211—+3,211——$522.6K—2026-10-22
Center For Asset Management LLC
NEW3,208—+3,208——$522.1K—2026-10-16
Kelly Financial Group LLC
NEW3,203—+3,203——$521.3K—2026-10-16
RBA Wealth Management, LLC
NEW3,200—+3,200——$520.8K—2026-10-28
BNC Wealth Management, LLC
NEW3,195—+3,195——$519.9K—2026-10-19
Meridian Management Co
NEW3,193—+3,193——$519.7K—2026-11-06
Stone House Investment Management, LLC
NEW3,187—+3,187——$518.7K—2026-10-23
Focused Alpha, LLC
NEW3,187—+3,187——$518.7K—2026-10-20
DeDora Capital, Inc.
NEW3,186—+3,186——$518.5K—2026-10-26
Foyston, Gordon & Payne Inc
NEW3,183—+3,183——$518.0K—2026-11-02
Buska Wealth Management, LLC
NEW3,182—+3,182——$517.9K—2026-10-08
Mlp3, LLC
NEW3,181—+3,181——$517.8K—2026-10-22
Putney Financial Group LLC
DECREASED3,1733,217-44-1%$439.8K$516.4K+$76.6K2026-10-30
Vestia Personal Wealth Advisors
DECREASED3,1713,530-359-10%$482.6K$516.1K+$33.6K2026-10-20
B.O.S.S. Retirement Advisors, LLC
NEW3,165—+3,165——$515.1K—2026-10-26
Bluedoor Private Wealth, LLC
NEW3,165—+3,165——$515.1K—2026-11-05
Instrumental Wealth, LLC
NEW3,160—+3,160——$514.3K—2026-10-20
GEM Asset Management, LLC
NEW3,159—+3,159——$514.1K—2026-10-13
Prospera Capital Management, LLC
NEW3,158—+3,158——$514.0K—2026-10-19
Capital Wealth Alliance, LLC
NEW3,153—+3,153——$513.2K—2026-10-20
Affinity Capital Advisors, LLC
NEW3,149—+3,149——$532.0K—2026-10-13
Riverchase Wealth Management, LLC
NEW3,135—+3,135——$510.3K—2026-10-28
LifeWealth Investments, LLC
NEW3,132—+3,132——$509.7K—2026-10-21
White Lighthouse Investment Management Inc.
NEW3,123—+3,123——$508.3K—2026-10-21
Nestegg Advisors, Inc.
NEW3,115—+3,115——$507.0K—2026-10-21
Purewater Capital LLC
NEW3,113—+3,113——$506.6K—2026-10-23
Ironsides Asset Advisors, LLC
NEW3,110—+3,110——$506.2K—2026-10-20
Portfolio Strategies, Inc.
NEW3,104—+3,104——$505.2K—2026-11-06
First Fiduciary Investment Counsel, Inc.
DECREASED3,1043,209-105-3%$439$505.0K+$504.6K2026-10-27
Compass Wealth Management LLC
NEW3,102—+3,102——$504.9K—2026-10-22
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
NEW3,100—+3,100——$504.5K—2026-10-27
Ninety One SA (PTY) Ltd
NEW3,099—+3,099——$504.3K—2026-10-15
Investment Research Partners LLC
NEW3,097—+3,097——$504.0K—2026-10-19
J2 Capital Management Inc
NEW3,095—+3,095——$503.7K—2026-10-19
Values Added Financial LLC
NEW3,087—+3,087——$502.4K—2026-10-28
Entrust Financial LLC
NEW3,086—+3,086——$502.2K—2026-11-04
Roan Capital Partners
NEW3,082—+3,082——$501.5K—2026-10-09
Meixler Investment Management, Ltd.
NEW3,075—+3,075——$500.5K—2026-11-03
Smith & Howard Wealth Management, LLC
NEW3,067—+3,067——$499.2K—2026-10-27
Seven Mile Advisory
NEW3,064—+3,064——$498.8K—2026-10-22
Peak Financial Management, Inc.
NEW3,060—+3,060——$498.1K—2026-10-16
Brookmont Capital Management
NEW3,060—+3,060——$498.1K—2026-10-23
Quantum Financial Planning Services, Inc.
NEW3,055—+3,055——$497.2K—2026-10-14
Strid Group, LLC
NEW3,037—+3,037——$494.3K—2026-10-28
West Bancorporation Inc
NEW3,036—+3,036——$494.1K—2026-10-29
Nova R Wealth, Inc.
NEW3,033—+3,033——$493.6K—2026-10-26
Able Financial Group, LLC
NEW3,032—+3,032——$493.5K—2026-10-14
Members Wealth LLC
NEW3,031—+3,031——$497.2K—2026-10-20
HMS Capital Management, LLC
NEW3,030—+3,030——$493.1K—2026-10-20
Valued Wealth Advisors LLC
NEW3,027—+3,027——$492.7K—2026-11-05
Foguth Wealth Management, Llc.
NEW3,020—+3,020——$540.5K—2026-10-19
GenWealth Group, Inc.
NEW3,020—+3,020——$491.5K—2026-10-16
Stolz & Associates, PS
NEW3,019—+3,019——$491.3K—2026-11-05
Spectrum Strategic Capital Management, LLC
NEW3,016—+3,016——$490.9K—2026-10-22
Point Windward Advisors Inc.
NEW3,015—+3,015——$490.7K—2026-11-06
Kendall Capital Management
NEW3,013—+3,013——$490.3K—2026-10-23
SWS Partners
NEW3,003—+3,003——$488.8K—2026-10-26
Rubicon Advisors, GP
NEW2,998—+2,998——$487.9K—2026-10-23
Vericrest Private Wealth
NEW2,997—+2,997——$487.8K—2026-10-21
Foundation Wealth Management, Llc\pa
NEW2,996—+2,996——$487.7K—2026-10-14
Randall & Associates Wealth Management
NEW2,990—+2,990——$486.6K—2026-10-20
Retirement Financial Solutions, LLC
NEW2,977—+2,977——$484.5K—2026-10-20
Atlas Private Wealth Advisors
NEW2,971—+2,971——$483.6K—2026-10-23
TruNorth Capital Management, LLC
NEW2,963—+2,963——$482.2K—2026-10-14
Genesee Capital Advisors, LLC
NEW2,955—+2,955——$480.9K—2026-10-20
National Wealth Management Group, LLC
NEW2,953—+2,953——$480.5K—2026-10-26
Key Capital Management, Inc
NEW2,947—+2,947——$529.5K—2026-11-03
Leslie Global Wealth, LLC
NEW2,946—+2,946——$479.4K—2026-10-26
IFC & Insurance Marketing, Inc.
NEW2,941—+2,941——$478.7K—2026-10-16
Tenet Wealth Partners, LLC
NEW2,941—+2,941——$478.6K—2026-10-19
CGC Financial Services, LLC
DECREASED2,9343,048-114-4%$416.7K$477.5K+$60.8K2026-10-13
Power Wealth Management LLC
NEW2,933—+2,933——$477.3K—2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
NEW2,929—+2,929——$476.7K—2026-10-28
Cascade Investment Advisors, Inc.
NEW2,924—+2,924——$475.9K—2026-11-02
Reston Wealth Management LLC
NEW2,921—+2,921——$475.5K—2026-10-29
DecisionMap Wealth Management, LLC
INCREASED2,9152,853+62+2%$390.1K$474.4K+$84.4K2026-10-29
Bdfs Capital LLC
NEW2,913—+2,913——$474.1K—2026-10-14
Cranbrook Wealth Management, LLC
NEW2,911—+2,911——$473.7K—2026-10-28
Dean, Jacobson Financial Services, LLC
NEW2,908—+2,908——$473.3K—2026-10-29
MFG Investments, LLC
NEW2,903—+2,903——$472.5K—2026-10-30
Redw Wealth LLC
NEW2,891—+2,891——$470.5K—2026-11-02
Kagan Cocozza Asset Management
NEW2,890—+2,890——$470.3K—2026-10-19
Prospect Financial Group LLC
NEW2,887—+2,887——$469.9K—2026-11-05
Orca Investment Management, LLC
NEW2,884—+2,884——$469.4K—2026-10-29
Inlight Wealth Management, LLC
INCREASED2,8802,009+871+43%$274.6K$468.7K+$194.1K2026-10-21
Hurlow Wealth Management Group, Inc.
NEW2,877—+2,877——$468.2K—2026-10-29
DiNuzzo Private Wealth, Inc.
NEW2,842—+2,842——$462.6K—2026-10-16
Richard Young Associates, Ltd.
NEW2,837—+2,837——$461.8K—2026-11-03
Carmel Capital Partners, LLC
NEW2,834—+2,834——$461.2K—2026-11-03
Riverwater Partners LLC
NEW2,830—+2,830——$460.6K—2026-11-03
BKM Wealth Management, LLC
NEW2,825—+2,825——$459.8K—2026-10-22
DeLarme Wealth Management, Inc.
NEW2,822—+2,822——$459.3K—2026-10-30
WestHill Financial Advisors, Inc.
NEW2,821—+2,821——$459.1K—2026-10-14
Yanni & Associates Investment Advisors, LLC
NEW2,821—+2,821——$459.0K—2026-10-14
Cardinal Strategic Wealth Guidance
NEW2,820—+2,820——$459.0K—2026-11-02
Comprehensive Financial Planning, Inc.
NEW2,819—+2,819——$458.9K—2026-10-27
Helium Advisors LLC
NEW2,811—+2,811——$457.5K—2026-10-23
Fairway Wealth LLC
INCREASED2,80648+2,758+5746%$6.6K$456.6K+$450.1K2026-10-30
LexAurum Advisors, LLC
NEW2,805—+2,805——$456.5K—2026-10-19
Brady Family Wealth, LLC
NEW2,795—+2,795——$454.9K—2026-11-02
Horizon Advisory Services, Inc.
NEW2,795—+2,795——$454.9K—2026-10-29
Sagace Wealth Management LLC
NEW2,791—+2,791——$454.2K—2026-10-28
Oregon Pacific Wealth Management, LLC
NEW2,791—+2,791——$454.2K—2026-10-20
Royal Harbor Partners, LLC
NEW2,786—+2,786——$453.5K—2026-10-29
Lynx Investment Advisory
DECREASED2,7852,912-127-4%$398.2K$453.3K+$55.1K2026-10-27
Eagle Harbor Asset Management Inc
NEW2,784—+2,784——$453.1K—2026-10-21
Pinion Investment Advisors, LLC
NEW2,778—+2,778——$452.1K—2026-11-04
Sherman Wealth Management LLC
NEW2,766—+2,766——$450.2K—2026-10-16
Insight 2811, Inc.
NEW2,765—+2,765——$449.9K—2026-11-06
Ring Mountain Capital, LLC
NEW2,759—+2,759——$449.0K—2026-10-13
Balance Wealth Partners LLC
NEW2,748—+2,748——$447.3K—2026-10-27
Cap Partners, LLC
NEW2,747—+2,747——$447.0K—2026-10-19
True Link Financial Advisors, LLC
DECREASED2,7462,806-60-2%$383.6K$446.9K+$63.3K2026-10-27
BNB Wealth Management, LLC
NEW2,745—+2,745——$446.7K—2026-10-28
AM Investment Strategies LLC
NEW2,744—+2,744——$447.0K—2026-11-05
Timonier Family Office, Ltd.
NEW2,742—+2,742——$446.3K—2026-11-03
Vilga Financial Planning LLC
NEW2,740—+2,740——$445.9K—2026-10-09
Level Financial Advisors
NEW2,735—+2,735——$445.1K—2026-10-13
Mountain Capital Investment Advisors Inc.
NEW2,734—+2,734——$445.0K—2026-11-06
Rebalance, LLC
UNCHANGED2,7342,73400%$373.8K$445.0K+$71.2K2026-10-22
Stegent Equity Advisors, Inc.
NEW2,733—+2,733——$444.8K—2026-10-13
Proathlete Wealth Management LLC
NEW2,732—+2,732——$444.7K—2026-10-15
Maryland Capital Advisors Inc.
NEW2,732—+2,732——$444.6K—2026-10-15
tru Independence LLC
NEW2,729—+2,729——$444.2K—2026-10-20
Nearside Advisors, LLC
NEW2,729—+2,729——$444.1K—2026-10-20
5th Street Advisors, LLC
NEW2,727—+2,727——$443.8K—2026-11-04
Ariadne Wealth Management, LP
NEW2,718—+2,718——$442.4K—2026-11-06
Elevation Wealth Partners, LLC
NEW2,713—+2,713——$441.5K—2026-10-07
Haven Private, LLC
NEW2,707—+2,707——$440.6K—2026-10-27
Hudson Capital Management LLC
NEW2,707—+2,707——$440.6K—2026-10-20
SilverOak Wealth Management LLC
NEW2,705—+2,705——$440.3K—2026-10-29
TT Capital Management LLC
NEW2,697—+2,697——$438.9K—2026-10-15
Objective Capital Management, LLC
NEW2,697—+2,697——$438.9K—2026-10-13
BCK Partners, Inc.
NEW2,695—+2,695——$438.7K—2026-10-23
WealthCare Asset Management, LLC
NEW2,694—+2,694——$438.5K—2026-10-26
FCG Investment Co
NEW2,691—+2,691——$438.0K—2026-10-13
Trademark Financial Management, LLC
NEW2,684—+2,684——$436.8K—2026-10-23
Collaborative Wealth Managment Inc.
NEW2,682—+2,682——$436.6K—2026-11-06
Share Andrew L.
NEW2,678—+2,678——$435.8K—2026-11-06
Financial Planning Navigators Corp
NEW2,677—+2,677——$435.7K—2026-10-14
Seed Wealth Management, Inc.
NEW2,676—+2,676——$435.5K—2026-10-20
Spurstone Advisory Services, LLC
NEW2,672—+2,672——$437.7K—2026-11-02
GFG Capital, LLC
NEW2,665—+2,665——$433.7K—2026-10-16
KW Wealth Management LLC
NEW2,650—+2,650——$431.3K—2026-10-28
Swmg, LLC
NEW2,636—+2,636——$469.8K—2026-10-23
Discipline Wealth Solutions, LLC
NEW2,636—+2,636——$428.9K—2026-10-14
Kingsman Wealth Management, Inc.
NEW2,633—+2,633——$428.6K—2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
NEW2,630—+2,630——$428.0K—2026-10-15
Intergy Private Wealth, LLC
INCREASED2,6232,290+333+15%$313.1K$427.0K+$113.9K2026-10-16
Tenzing Financial LLC
NEW2,618—+2,618——$466.8K—2026-11-03
Crane Advisory, LLC
NEW2,606—+2,606——$427.4K—2026-10-13
Atlatl Advisers LLC
INCREASED2,5992,577+22+1%$352.3K$423.0K+$70.7K2026-10-22
GoalVest Advisory LLC
DECREASED2,5892,650-61-2%$362.3K$421.4K+$59.1K2026-10-02
Tenret Co LLC
NEW2,581—+2,581——$420.1K—2026-11-02
Elevated Financial Group LLC
NEW2,579—+2,579——$419.7K—2026-10-16
Heathbridge Capital Management Ltd.
NEW2,575—+2,575——$419.1K—2026-10-29
MN Wealth Advisors, LLC
DECREASED2,5672,602-35-1%$355.9K$417.8K+$61.9K2026-10-23
Lakewood Asset Management LLC
NEW2,560—+2,560——$416.6K—2026-10-26
Echo45 Advisors LLC
NEW2,554—+2,554——$415.6K—2026-10-07
Moller Wealth Partners
NEW2,550—+2,550——$415.0K—2026-10-15
BetterWealth, LLC
NEW2,538—+2,538——$413.0K—2026-10-15
Chapman Financial Group, LLC
NEW2,500—+2,500——$406.9K—2026-10-26
Endeavor Private Wealth, Inc.
INCREASED2,5002,408+92+4%$329.3K$406.8K+$77.5K2026-11-05
Hoey Investments, Inc
NEW2,497—+2,497——$406.4K—2026-10-29
Provident Wealth Management, LLC
NEW2,491—+2,491——$405.5K—2026-10-20
Lotus Asset Management LLC
NEW2,486—+2,486——$404.4K—2026-10-14
Gray Private Wealth, LLC
UNCHANGED2,4822,48200%$339.3K$403.9K+$64.6K2026-10-28
Alterna Wealth Management, Inc
NEW2,474—+2,474——$402.6K—2026-10-27
Shum Financial Group, Inc.
NEW2,466—+2,466——$401.3K—2026-10-13
Willow Creek Capital Management, Inc.
NEW2,464—+2,464——$336.9K—2026-10-16
Liberty Capital Management, Inc.
NEW2,463—+2,463——$400.9K—2026-11-02
Coyle Financial Counsel LLC
NEW2,458—+2,458——$400.1K—2026-10-28
Wakefield Asset Management Lllp
NEW2,454—+2,454——$399.4K—2026-11-05
Elevation Wealth Management LLC
NEW2,452—+2,452——$399.1K—2026-11-02
Washburn Capital Management, Inc.
NEW2,449—+2,449——$398.6K—2026-10-19
Kraft, Davis & Associates, LLC
NEW2,447—+2,447——$437.0K—2026-10-21
Encompass More Asset Management
NEW2,445—+2,445——$397.9K—2026-10-16
Flywheel Private Wealth LLC
NEW2,445—+2,445——$397.9K—2026-11-02
AWM Capital, LLC
NEW2,441—+2,441——$397.3K—2026-10-16
Alpha Advisors, LLC
NEW2,430—+2,430——$395.4K—2026-10-19
Polaris Investment Advisors, LLC
NEW2,428—+2,428——$395.2K—2026-10-20
Dynamic Financial Group
NEW2,426—+2,426——$394.9K—2026-10-28
Brooklyn FI, LLC
NEW2,424—+2,424——$410.3K—2026-11-05
Somerset Trust Co
NEW2,416—+2,416——$393.2K—2026-10-13
Sierra Ocean, LLC
NEW2,415—+2,415——$393.1K—2026-11-03
Avantra Family Wealth, Inc.
NEW2,408—+2,408——$391.9K—2026-10-20
TigerOak Management, L.L.C.
NEW2,403—+2,403——$391.1K—2026-10-23
William John Sempolinski
NEW2,403—+2,403——$391.1K—2026-10-20
Northern Lights Advisors, Inc.
NEW2,380—+2,380——$387.3K—2026-10-21
Peterson Wealth Management
NEW2,379—+2,379——$387.1K—2026-11-06
Wise Wealth Partners
NEW2,377—+2,377——$386.8K—2026-10-14
Gibson Capital, LLC
NEW2,376—+2,376——$386.7K—2026-10-23
truNorth Financial Services, Inc.
DECREASED2,3662,476-110-4%$338.5K$385.0K+$46.5K2026-11-06
Pacific Excel Wealth Advisors, Inc.
NEW2,365—+2,365——$387.7K—2026-10-27
Three Magnolias Financial Advisors, LLC
NEW2,363—+2,363——$384.6K—2026-10-14
Lake Hills Wealth Management, LLC
NEW2,361—+2,361——$384.3K—2026-10-07
Monetary Solutions, Ltd
INCREASED2,3592,352+7+0%$321.6K$383.9K+$62.4K2026-10-22
Costello Asset Management, Inc
NEW2,355—+2,355——$383.2K—2026-10-30
Petros Family Wealth, LLC
NEW2,349—+2,349——$382.3K—2026-10-28
25 LLC
NEW2,346—+2,346——$381.9K—2026-10-13
Chiron Capital Management, LLC
NEW2,345—+2,345——$381.6K—2026-10-15
Paladin Wealth, LLC
NEW2,344—+2,344——$381.5K—2026-10-23
Altar Rock LLC
NEW2,334—+2,334——$394.3K—2026-11-06
Global Wealth Strategies & Associates
NEW2,333—+2,333——$379.8K—2026-10-02
Strategic Family Wealth Counselors, L.L.C.
NEW2,330—+2,330——$379.2K—2026-10-29
Pinnacle Wealth Management Group, Inc.
INCREASED2,3262,223+103+5%$303.9K$378.5K+$74.6K2026-10-15
Astra Wealth Partners LLC
NEW2,320—+2,320——$377.7K—2026-11-06
MinichMacGregor Wealth Management, LLC
NEW2,319—+2,319——$377.4K—2026-10-14
Skylands Capital, LLC
NEW2,316—+2,316——$376.9K—2026-10-21
Dynamic Wealth Strategies, LLC
DECREASED2,3072,313-60%$316.2K$375.5K+$59.2K2026-10-16
Jefferies Financial Group Inc.
NEW2,298—+2,298——$374.0K—2026-11-05
High Point Wealth Management, LLC
UNCHANGED2,2892,28900%$313.0K$372.5K+$59.6K2026-11-05
Pflug Koory, LLC
NEW2,282—+2,282——$371.4K—2026-10-26
Legacy Edge Advisors, LLC
NEW2,270—+2,270——$369.4K—2026-11-06
American Institute for Advanced Investment Management, LLP
NEW2,257—+2,257——$367.3K—2026-11-03
Affiance Financial, LLC
NEW2,256—+2,256——$367.3K—2026-10-15
Financial Life Advisors
NEW2,246—+2,246——$365.6K—2026-10-14
Conestoga Capital Advisors, LLC
NEW2,244—+2,244——$365.2K—2026-11-02
My Personal CFO, LLC
NEW2,242—+2,242——$364.9K—2026-10-14
Dorato Capital Management
NEW2,236—+2,236——$366.9K—2026-10-08
Kaydan Wealth Management, Inc.
NEW2,232—+2,232——$363.3K—2026-10-08
LFG Wealth Partners, LLC
NEW2,232—+2,232——$363.3K—2026-10-28
Lawood & Co
NEW2,223—+2,223——$361.8K—2026-10-09
AAF Wealth Management, LLC
NEW2,221—+2,221——$361.4K—2026-10-28
Iams Wealth Management, LLC
NEW2,209—+2,209——$359.6K—2026-10-15
Succession Financial, Inc.
NEW2,206—+2,206——$359.0K—2026-10-14
Cushing Capital Partners, LLC
NEW2,198—+2,198——$357.8K—2026-10-20
ASL Financial, LLC
NEW2,191—+2,191——$356.6K—2026-10-15
Mach-1 Financial Group, LLC
NEW2,176—+2,176——$354.1K—2026-11-06
PMG Family Office LLC
NEW2,174—+2,174——$353.8K—2026-10-19
WP Advisors, LLC
NEW2,167—+2,167——$352.7K—2026-10-22
Three Arch Wealth Management LLC
NEW2,167—+2,167——$352.7K—2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
NEW2,160—+2,160——$351.5K—2026-10-16
rebel Financial LLC
NEW2,151—+2,151——$350.1K—2026-11-04
Avid Wealth Partners LLC
NEW2,149—+2,149——$349.8K—2026-11-03
S&A Financial Services, Inc.
NEW2,146—+2,146——$349.3K—2026-11-03
Southern Financial Group, LLC
NEW2,146—+2,146——$349.3K—2026-10-30
Avail Investment Partners, LLC
NEW2,135—+2,135——$347.5K—2026-10-16
Emergent Wealth Advisors, LLC
NEW2,122—+2,122——$345.4K—2026-10-09
Capital Management Corp
NEW2,120—+2,120——$345.1K—2026-10-29
Ironwood Financial, llc
NEW2,119—+2,119——$344.9K—2026-10-20
Master's Wealth Management Inc.
NEW2,111—+2,111——$343.6K—2026-10-22
Parisi Gray Wealth Management
NEW2,107—+2,107——$342.9K—2026-10-16
WPG Advisers, LLC
NEW2,103—+2,103——$342.3K—2026-10-27
PVG Asset Management Corp
NEW2,092—+2,092——$340.5K—2026-10-19
Paller Financial Services Inc
NEW2,091—+2,091——$340.3K—2026-10-13
First Financial Group Corp
NEW2,090—+2,090——$340.3K—2026-10-22
Financially Speaking Inc
NEW2,088—+2,088——$339.8K—2026-11-05
Darden Wealth Group Inc
NEW2,078—+2,078——$338.2K—2026-11-06
Todd Wealth Management, LLC
UNCHANGED2,0762,07600%$283.9K$337.9K+$54.1K2026-10-19
Arthur M. Cohen & Associates, LLC
NEW2,075—+2,075——$337.7K—2026-10-26
Dala Group, LLC
NEW2,069—+2,069——$336.7K—2026-10-29
Mraz, Amerine & Associates, Inc.
NEW2,064—+2,064——$335.9K—2026-10-30
Park Capital Management, LLC / WI
NEW2,063—+2,063——$335.8K—2026-10-13
FSA Wealth Partners, Inc.
NEW2,061—+2,061——$335.4K—2026-10-26
Cpwa, LLC
NEW2,055—+2,055——$353.7K—2026-11-04
James Reed Financial Services, Inc.
NEW2,053—+2,053——$334.1K—2026-10-26
Nottingham Advisors, Inc.
NEW2,053—+2,053——$336.8K—2026-10-29
City Center Advisors, LLC
NEW2,051—+2,051——$333.8K—2026-10-08
Saybrook Capital
INCREASED2,0451,995+50+3%$272.8K$332.8K+$60.1K2026-10-27
Stephenson & Company, Inc.
NEW2,043—+2,043——$332.5K—2026-10-30
United Financial Planning Group LLC
NEW2,040—+2,040——$332.0K—2026-11-04
HT Partners LLC
NEW2,039—+2,039——$331.8K—2026-10-20
Tower View Wealth Management LLC
NEW2,038—+2,038——$331.7K—2026-10-23
PFW Advisors LLC
NEW2,036—+2,036——$331.4K—2026-10-07
BAM Wealth Management, LLC
NEW2,034—+2,034——$331.0K—2026-10-15
Clay Northam Wealth Management, LLC
NEW2,034—+2,034——$331.0K—2026-10-13
Compass Wealth Management, LLC
NEW2,018—+2,018——$328.5K—2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW2,014—+2,014——$327.8K—2026-10-14
Catalyst Investment Management LLC
NEW2,006—+2,006——$326.5K—2026-10-21
Bensler, LLC
NEW2,006—+2,006——$326.4K—2026-11-05
Highline Wealth Partners LLC
INCREASED2,0041,750+254+15%$239.2K$326.1K+$86.9K2026-10-19
Quest 10 Wealth Builders, Inc.
NEW2,003—+2,003——$326.1K—2026-11-02
Cultivar Capital, Inc.
NEW2,001—+2,001——$325.7K—2026-10-14
Mainsail Asset Management, LLC
NEW2,000—+2,000——$329.0K—2026-10-14
Pacific Wealth Strategies Group, Inc.
NEW2,000—+2,000——$325.5K—2026-11-02
Marshall & Sterling Wealth Advisors Inc.
NEW1,994—+1,994——$324.5K—2026-10-28
Bonfire Financial
NEW1,992—+1,992——$324.2K—2026-11-06
Semus Wealth Partners LLC
NEW1,990—+1,990——$323.9K—2026-10-22
Stewardship Advisors, LLC
NEW1,987—+1,987——$323.4K—2026-10-20
Redwood Park Advisors LLC
NEW1,984—+1,984——$322.9K—2026-11-02
Lipe & Dalton
NEW1,983—+1,983——$323.0K—2026-10-15
Index Fund Advisors, Inc.
NEW1,981—+1,981——$322.3K—2026-11-05
Northwest Financial Advisors
NEW1,981—+1,981——$322.3K—2026-10-27
Hassell Wealth Management, LLC
NEW1,974—+1,974——$321.3K—2026-10-19
Spectrum Advisors, Inc.
NEW1,972—+1,972——$320.9K—2026-11-03
Robbins Farley
NEW1,969—+1,969——$320.5K—2026-10-21
Greenhouse Wealth Management, LLC
NEW1,967—+1,967——$320.2K—2026-10-20
JAG Capital Management, LLC
NEW1,962—+1,962——$319.3K—2026-11-06
Omega Financial Group, LLC
NEW1,959—+1,959——$318.9K—2026-10-29
Compton Wealth Advisory Group, LLC
NEW1,957—+1,957——$320.6K—2026-10-13
Financial Enhancement Group LLC
NEW1,956—+1,956——$320.9K—2026-10-08
Yoder Wealth Management, Inc.
NEW1,951—+1,951——$317.5K—2026-10-13
Cambridge Capital Management, LLC
NEW1,930—+1,930——$314.1K—2026-10-19
Jacksonville Wealth Management, LLC
NEW1,926—+1,926——$313.5K—2026-10-30
Gerber, LLC
NEW1,918—+1,918——$312.2K—2026-10-21
Riggs Asset Managment Co. Inc.
NEW1,915—+1,915——$311.7K—2026-11-05
Walker Financial Services, Inc.
NEW1,892—+1,892——$308.0K—2026-10-26
Midwest Financial Partners Investments, Inc.
NEW1,888—+1,888——$307.2K—2026-10-08
Five Oceans Advisors
NEW1,887—+1,887——$307.1K—2026-10-22
Compass Financial Services Inc
NEW1,877—+1,877——$305.5K—2026-11-06
EnRich Financial Partners LLC
NEW1,872—+1,872——$304.7K—2026-10-21
Olio Financial Planning
NEW1,866—+1,866——$303.7K—2026-10-22
Arkansas Financial Group, Inc.
NEW1,865—+1,865——$303.5K—2026-10-26
WealthSpring Partners, LLC
NEW1,860—+1,860——$302.7K—2026-10-14
Sage Investment Advisers LLC
NEW1,858—+1,858——$302.3K—2026-10-21
Wrenne Financial Planning LLC
NEW1,848—+1,848——$300.9K—2026-10-30
Wealthstar Advisors, LLC
NEW1,846—+1,846——$300.5K—2026-10-19
marrick wealth, LLC
NEW1,846—+1,846——$300.4K—2026-10-20
Wealthcare Capital Partners, LLC
NEW1,845—+1,845——$300.2K—2026-10-21
Mid-American Wealth Advisory Group, Inc.
NEW1,845—+1,845——$300.2K—2026-10-21
Safir Wealth Advisors, LLC
NEW1,832—+1,832——$298.2K—2026-10-16
N10 Wealth, LLC
NEW1,818—+1,818——$295.9K—2026-10-14
Affinity Wealth LLC
NEW1,816—+1,816——$332.7K—2026-11-03
Signet Investment Advisory Group, Inc.
NEW1,807—+1,807——$294.1K—2026-10-30
Richardson Financial Services Inc.
NEW1,805—+1,805——$293.8K—2026-10-30
FSA Investment Group, LLC
NEW1,802—+1,802——$293.3K—2026-10-07
Phoenix Wealth Advisors
NEW1,802—+1,802——$293.2K—2026-11-03
Wilkerson Advisory Group LLC
INCREASED1,8021,788+14+1%$244.5K$293.3K+$48.8K2026-10-20
Cordoba Advisory Partners LLC
NEW1,797—+1,797——$292.5K—2026-10-19
Nautilus Advisors LLC
NEW1,790—+1,790——$291.4K—2026-10-07
Ticino Wealth
NEW1,782—+1,782——$290.0K—2026-10-13
Lynch Investment Planning, LLC
NEW1,773—+1,773——$288.5K—2026-10-27
Vision Capital Management, Inc.
NEW1,772—+1,772——$288.4K—2026-10-20
AmeriServ Wealth Advisors
NEW1,768—+1,768——$287.7K—2026-10-21
Penobscot Wealth Management
NEW1,764—+1,764——$287.1K—2026-10-21
Juno Financial Group LLC
NEW1,761—+1,761——$286.5K—2026-10-27
Simplify Asset Management Inc.
NEW1,760—+1,760——$286.4K—2026-10-27
Gordian Advisors LLC
NEW1,759—+1,759——$286.3K—2026-10-30
Dorval Corp
NEW1,757—+1,757——$285.9K—2026-10-29
TPG Advisors LLC
NEW1,751—+1,751——$285.0K—2026-10-16
Bayshore Asset Management, LLC
NEW1,751—+1,751——$301.4K—2026-11-03
RAM Investment Partners, LLC
NEW1,750—+1,750——$284.8K—2026-10-21
Ferguson Shapiro LLC
NEW1,750—+1,750——$284.9K—2026-10-16
Atlantic Edge Private Wealth Management, LLC
NEW1,750—+1,750——$284.8K—2026-10-20
Gilpin Wealth Management, LLC
NEW1,746—+1,746——$284.2K—2026-10-09
Prudent Man Investment Management, Inc.
NEW1,745—+1,745——$283.9K—2026-11-03
Friday Financial
NEW1,744—+1,744——$285.8K—2026-10-09
SigFig Wealth Management, LLC
NEW1,740—+1,740——$283.2K—2026-10-07
Aquire Wealth Advisors, LLC
NEW1,731—+1,731——$281.7K—2026-10-23
Cottage Street Advisors LLC
NEW1,729—+1,729——$281.5K—2026-10-19
Natural Investments, LLC
NEW1,728—+1,728——$281.2K—2026-11-06
Davidson Kahn Capital Management, LLC
NEW1,727—+1,727——$281.1K—2026-10-26
Oasis Advisors, LLC
NEW1,723—+1,723——$280.3K—2026-10-16
Madrona Financial Services, LLC
NEW1,722—+1,722——$280.3K—2026-10-23
Brown Financial Advisory
NEW1,719—+1,719——$279.8K—2026-11-05
Michael Brady & Co., LLC
NEW1,716—+1,716——$279.3K—2026-10-23
R2 Capital Strategies, LLC
NEW1,712—+1,712——$278.7K—2026-10-15
Elco Management Co., LLC
NEW1,710—+1,710——$278.3K—2026-10-14
Dale Q Rice Investment Management Ltd
UNCHANGED1,7101,71000%$233.8K$278.3K+$44.5K2026-10-09
Livet Wealth, LLC
NEW1,709—+1,709——$278.1K—2026-10-27
Cottonwood Capital Advisors, LLC
NEW1,707—+1,707——$277.9K—2026-10-20
Penney Financial, LLC
NEW1,705—+1,705——$277.5K—2026-10-20
Financial Perspectives, Inc
NEW1,705—+1,705——$277.5K—2026-11-03
Woodward Financial Advisors, Inc.
NEW1,702—+1,702——$277.0K—2026-10-19
River Street Advisors LLC
NEW1,702—+1,702——$277.0K—2026-10-22
Beaumont Asset Management, L.L.C.
NEW1,699—+1,699——$276.6K—2026-10-16
Tepp RIA, LLC
NEW1,698—+1,698——$276.4K—2026-10-14
Ergawealth Advisors, Inc.
NEW1,696—+1,696——$276.1K—2026-10-21
Capital Planning LLC
NEW1,689—+1,689——$274.9K—2026-10-09
Carolina Wealth Management Inc
NEW1,685—+1,685——$274.3K—2026-10-29
Thompson Davis & Co., Inc.
NEW1,681—+1,681——$273.6K—2026-11-05
Leverty Financial Group, LLC
NEW1,681—+1,681——$273.5K—2026-10-08
Family Capital Management, Inc.
NEW1,681—+1,681——$273.6K—2026-11-03
AXS Investments LLC
NEW1,677—+1,677——$272.9K—2026-11-04
Prosperity Financial Group, Inc.
NEW1,674—+1,674——$272.5K—2026-10-29
Promethium Advisors,llc
NEW1,672—+1,672——$272.1K—2026-10-19
Advocate Investing Services LLC
NEW1,669—+1,669——$271.7K—2026-10-26
Human Investing LLC
NEW1,667—+1,667——$271.3K—2026-10-19
Tiller Private Wealth, Inc.
NEW1,666—+1,666——$271.1K—2026-10-26
SwitchPoint Financial Planning, LLC
NEW1,665—+1,665——$271.0K—2026-11-02
Tucker Asset Management LLC
NEW1,663—+1,663——$270.7K—2026-10-29
Heritage OAK Wealth Advisors LLC
NEW1,662—+1,662——$270.4K—2026-10-14
Seek First Inc.
NEW1,660—+1,660——$270.1K—2026-10-27
Flavin Financial Services, Inc.
NEW1,657—+1,657——$269.6K—2026-10-21
FDx Advisors, Inc.
NEW1,655—+1,655——$269.0K—2026-11-05
Ball & Co Wealth Management Inc.
NEW1,655—+1,655——$269.5K—2026-11-05
Valtinson Bruner Financial Planning LLC
NEW1,654—+1,654——$269.2K—2026-11-02
Myecfo, LLC
NEW1,654—+1,654——$269.2K—2026-10-14
Gold Investment Management Ltd.
NEW1,654—+1,654——$269.2K—2026-10-19
Morton Brown Family Wealth, LLC
INCREASED1,6541,012+642+63%$138.4K$269.3K+$130.9K2026-10-23
Guardian Financial Partners, LLC
NEW1,645—+1,645——$267.7K—2026-11-04
Burns Matteson Capital Management, LLC
UNCHANGED1,6401,64000%$224.2K$266.9K+$42.7K2026-10-16
Total Investment Management Inc
NEW1,634—+1,634——$265.9K—2026-10-22
Stegner Investment Associates Inc.
NEW1,628—+1,628——$265.0K—2026-10-15
Vima LLC
NEW1,627—+1,627——$264.8K—2026-10-23
Kachkovsky & Fisher, Inc.
NEW1,625—+1,625——$264.5K—2026-10-21
SFE Investment Counsel
NEW1,624—+1,624——$264.3K—2026-10-29
Englebert Financial Advisers, LLC
NEW1,623—+1,623——$264.1K—2026-10-20
Dahring | Cusmano LLC
NEW1,621—+1,621——$263.8K—2026-11-03
Lionshead Wealth Management, LLC
NEW1,620—+1,620——$263.7K—2026-10-21
Sicart Associates LLC
NEW1,619—+1,619——$289.8K—2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
NEW1,614—+1,614——$262.7K—2026-10-28
Sensenig Capital Advisors, Inc
NEW1,608—+1,608——$261.7K—2026-10-23
Willner & Heller, LLC
NEW1,607—+1,607——$261.5K—2026-10-28
Marest Capital, LLC
NEW1,602—+1,602——$261.6K—2026-10-23
Davidson Investment Advisors
NEW1,601—+1,601——$260.6K—2026-10-20
William Allan Corp
NEW1,597—+1,597——$259.9K—2026-10-14
Mokosak Advisory Group, LLC
NEW1,590—+1,590——$258.8K—2026-10-20
Shah Wealth Advisors, LLC
DECREASED1,58910,729-9,140-85%$1.5M$258.6K-$1.2M2026-11-06
Blue Square Asset Management, LLC
NEW1,585—+1,585——$258.0K—2026-11-02
Primoris Wealth Advisors, LLC
NEW1,583—+1,583——$257.6K—2026-10-28
WT Wealth Management
NEW1,581—+1,581——$257.3K—2026-10-13
Cathy Pareto & Associates, Inc
NEW1,564—+1,564——$254.4K—2026-10-15
Quartz Partners, LLC
NEW1,563—+1,563——$254.4K—2026-11-03
Prosperitas Financial LLC
NEW1,563—+1,563——$254.3K—2026-10-28
SFI Advisors, LLC
NEW1,560—+1,560——$254.0K—2026-10-30
NBZ Investment Advisors LLC
NEW1,560—+1,560——$253.8K—2026-10-30
Uptown Financial Advisors LLC
NEW1,557—+1,557——$253.4K—2026-10-15
Clearwater Capital Advisors, LLC
NEW1,555—+1,555——$253.1K—2026-11-06
Altiora Financial Group, LLC
NEW1,551—+1,551——$252.4K—2026-11-04
Goodman Advisory Group, LLC
NEW1,550—+1,550——$252.3K—2026-11-02
Sensible Money, LLC
NEW1,538—+1,538——$250.3K—2026-10-20
Prism Planning Partners LLC
NEW1,530—+1,530——$249.0K—2026-10-27
SFM, LLC d/b/a Sweeney Financial Advisors
NEW1,529—+1,529——$248.9K—2026-10-14
Euro Pacific Asset Management, LLC
NEW1,529—+1,529——$248.8K—2026-11-03
New Harbor Financial Group, LLC
NEW1,525—+1,525——$248.2K—2026-10-22
CKW Financial Group
NEW1,523—+1,523——$250.0K—2026-10-29
Hoese & Co LLP
NEW1,521—+1,521——$247.5K—2026-10-21
Elevate Wealth Advisory, Inc
NEW1,521—+1,521——$247.5K—2026-10-29
Welch Financial Planning, LLC
NEW1,518—+1,518——$247.1K—2026-11-06
Keeler & Nadler Financial Planning & Wealth Management
NEW1,517—+1,517——$246.8K—2026-10-28
Bosman Wealth Management, LLC
NEW1,512—+1,512——$246.1K—2026-10-28
AUA Capital Management, LLC
NEW1,509—+1,509——$245.6K—2026-10-15
Clear Investment Research, LLC
NEW1,507—+1,507——$245.2K—2026-11-06
Neumann Capital Management, LLC
NEW1,506—+1,506——$245.1K—2026-10-15
DecisionPoint Financial, LLC
NEW1,500—+1,500——$245.7K—2026-10-27
Covestor Ltd
NEW1,499—+1,499——$244.0K—2026-10-30
Financial Harvest, LLC
NEW1,494—+1,494——$243.2K—2026-10-15
Serenity Investment Advisors
NEW1,483—+1,483——$241.4K—2026-10-30
Meridian Financial Advisors, LLC
NEW1,481—+1,481——$241.0K—2026-10-14
NorthLanding Financial Partners, LLC
NEW1,480—+1,480——$240.8K—2026-10-15
Ahara Advisors LLC
NEW1,480—+1,480——$240.9K—2026-10-29
Brighton Securities Corp.
NEW1,474—+1,474——$239.9K—2026-10-08
Taylor Securities Services, Inc.
NEW1,473—+1,473——$239.8K—2026-10-20
Purus Wealth Management, LLC
NEW1,469—+1,469——$239.1K—2026-10-15
Omnitrust Wealth Management, Inc
NEW1,467—+1,467——$238.8K—2026-11-02
IMG Wealth Management, Inc.
NEW1,460—+1,460——$237.6K—2026-10-27
MidAtlantic Capital Management, Inc.
NEW1,451—+1,451——$236.1K—2026-11-05
Independent Wealth Advisors LLC
NEW1,449—+1,449——$235.8K—2026-10-27
TFB Advisors LLC
NEW1,443—+1,443——$234.8K—2026-11-02
Kondo Wealth Advisors, Inc.
NEW1,442—+1,442——$234.7K—2026-10-19
Gallacher Capital Management LLC
NEW1,441—+1,441——$234.6K—2026-10-30
Breakwater Investment Management
NEW1,440—+1,440——$234.4K—2026-10-20
Opulen Financial Group LLC
NEW1,440—+1,440——$234.4K—2026-10-22
Keeler Thomas Management LLC
NEW1,438—+1,438——$234.0K—2026-10-29
Clark Wealth Partners
NEW1,437—+1,437——$233.8K—2026-10-19
Lpwm LLC
NEW1,434—+1,434——$233.3K—2026-10-20
Sara-Bay Financial
NEW1,433—+1,433——$233.1K—2026-10-21
Mason & Associates, LLC
NEW1,432—+1,432——$233.1K—2026-10-26
Clark Financial Services Group Inc
NEW1,430—+1,430——$232.8K—2026-10-19
Foundry Financial LLC
NEW1,429—+1,429——$232.6K—2026-10-16
Wealth Preservation Advisors, LLC
NEW1,427—+1,427——$232.2K—2026-11-05
Foronjy Financial LLC
NEW1,426—+1,426——$232.1K—2026-10-14
Clearwave Capital, LLC
NEW1,426—+1,426——$232.2K—2026-10-27
Innovative Wealth Building LLC
NEW1,419—+1,419——$231.0K—2026-10-14
Compass Financial Group, Inc
NEW1,418—+1,418——$230.7K—2026-10-13
Capital Management Associates, Inc
NEW1,416—+1,416——$230.5K—2026-10-20
Chris Bulman Inc
NEW1,416—+1,416——$230.4K—2026-10-20
Valen Private Capital, LLC
NEW1,415—+1,415——$230.2K—2026-10-23
IronBridge Private Wealth, LLC
NEW1,412—+1,412——$229.7K—2026-11-03
Fortune Financial Group, Inc.
NEW1,404—+1,404——$228.5K—2026-10-22
Silverleafe Capital Partners, LLC
NEW1,401—+1,401——$228.0K—2026-10-02
Networth Advisors, LLC
NEW1,401—+1,401——$228.0K—2026-11-03
Beutel, Goodman & Co Ltd.
NEW1,400—+1,400——$227.0K—2026-11-04
Murphy & Mullick Capital Management Corp
NEW1,400—+1,400——$227.9K—2026-11-02
Hutchens & Kramer Investment Management Group, LLC
NEW1,399—+1,399——$227.7K—2026-10-16
Creekside Partners
NEW1,397—+1,397——$227.4K—2026-11-04
Alliance Private Wealth, LLC
NEW1,396—+1,396——$227.2K—2026-10-20
Matauro, LLC
NEW1,395—+1,395——$227.0K—2026-11-03
Cherry Tree Wealth Management, LLC
NEW1,395—+1,395——$227.1K—2026-10-15
Steinberganna Wealth Management
NEW1,393—+1,393——$226.7K—2026-10-23
AMI Investment Management Inc
NEW1,388—+1,388——$225.9K—2026-10-27
Global Wealth Management, LLC
NEW1,386—+1,386——$225.5K—2026-10-15
BFI Wealth Solutions, LLC
NEW1,384—+1,384——$225.2K—2026-10-16
Essential Planning, Llc.
NEW1,384—+1,384——$225.2K—2026-10-21
B&D White Capital Company, LLC
NEW1,380—+1,380——$224.6K—2026-11-02
Rakuten Securities, Inc.
NEW1,379—+1,379——$224.4K—2026-11-02
Madson Wealth Advisors Inc
NEW1,378—+1,378——$224.3K—2026-10-13
Sightline Wealth Advisors, LLC
NEW1,378—+1,378——$224.3K—2026-10-21
MY Wealth Management Inc.
NEW1,364—+1,364——$222.0K—2026-10-21
Elite Life Management LLC
NEW1,361—+1,361——$225.0K—2026-11-06
Woodside Wealth Management LLC
NEW1,358—+1,358——$221.0K—2026-10-16
Canton Hathaway, LLC
UNCHANGED1,3451,34500%$183.9K$218.9K+$35.0K2026-10-23
Bernzott Capital Advisors
NEW1,344—+1,344——$218.7K—2026-10-29
Gimbal Financial
NEW1,344—+1,344——$218.7K—2026-10-19
McNaughton Wealth Management, LLC
NEW1,339—+1,339——$217.9K—2026-10-09
Cedar Point Capital Partners, LLC
NEW1,335—+1,335——$217.3K—2026-10-29
Sage Financial Management Group, Inc.
NEW1,326—+1,326——$215.7K—2026-11-06
Foundry Financial Group, Inc.
NEW1,324—+1,324——$215.5K—2026-10-28
James Hambro & Partners LLP
NEW1,322—+1,322——$215.3K—2026-10-19
FF Advisors,LLC
NEW1,322—+1,322——$215.2K—2026-10-21
Hegarty Advisors, LLC
NEW1,321—+1,321——$215.0K—2026-10-20
Brown Shipley& Co Ltd
NEW1,316—+1,316——$214.2K—2026-10-09
Klein Pavlis & Peasley Financial, Inc.
NEW1,312—+1,312——$213.6K—2026-10-13
Heffernan Advisory, Inc
NEW1,312—+1,312——$213.5K—2026-10-13
Financial Symmetry Inc
NEW1,309—+1,309——$213.0K—2026-10-06
Guild Investment Management, Inc.
NEW1,303—+1,303——$212.1K—2026-11-03
Essential Partners LLC
UNCHANGED1,3031,30300%$178.1K$212.1K+$33.9K2026-10-14
Parkshore Wealth Management, Inc.
NEW1,294—+1,294——$210.5K—2026-10-13
Shepherd Street Advisors LLC
NEW1,293—+1,293——$218.4K—2026-10-21
SRH Advisors, LLC
NEW1,293—+1,293——$210.4K—2026-10-22
Wolff Wiese Magana LLC
NEW1,292—+1,292——$210.3K—2026-10-15
Legacy CG, LLC
NEW1,289—+1,289——$209.8K—2026-10-30
Sarver Vrooman Wealth Advisors
NEW1,285—+1,285——$209.1K—2026-10-01
Vaughan & Co Securities, Inc.
NEW1,285—+1,285——$209.1K—2026-10-23
Burkett Asset Management Ltd
NEW1,283—+1,283——$208.8K—2026-10-13
Penbrook Management LLC
NEW1,280—+1,280——$208.3K—2026-10-16
Integrated Capital Management, LLC
NEW1,277—+1,277——$207.8K—2026-10-23
Brickley Wealth Management
NEW1,273—+1,273——$207.2K—2026-11-04
McClarren Financial Advisors, Inc.
NEW1,269—+1,269——$206.6K—2026-10-15
Guardian Asset Advisors, LLC
NEW1,263—+1,263——$205.6K—2026-10-16
Evolution Wealth Advisors, LLC
NEW1,262—+1,262——$205.4K—2026-11-03
Core Wealth Management, Inc.
NEW1,262—+1,262——$205.4K—2026-10-22
Lauer Wealth, LLC
NEW1,257—+1,257——$211.8K—2026-10-13
Trellis Wealth Advisors LLC
NEW1,256—+1,256——$204.4K—2026-10-19
Mascoma Wealth Management LLC
INCREASED1,256847+409+48%$115.8K$204.4K+$88.6K2026-10-23
Ledgewood Wealth Advisors, LLC
NEW1,255—+1,255——$204.3K—2026-10-09
First Pacific Financial
NEW1,255—+1,255——$204.3K—2026-10-14
Kaufman Rossin Wealth, LLC
NEW1,251—+1,251——$203.6K—2026-10-19
4Wealth Advisors, Inc.
NEW1,248—+1,248——$201.5K—2026-10-13
Essex Investment Management Co LLC
NEW1,245—+1,245——$200.9K—2026-10-19
Maltin Wealth Management, Inc.
NEW1,245—+1,245——$202.5K—2026-10-13
Parkside Investments, LLC
DECREASED1,2441,494-250-17%$204.3K$202.5K-$1.8K2026-10-20
Del-Sette Capital Management, LLC
NEW1,242—+1,242——$202.1K—2026-10-23
Teza Capital Management LLC
NEW1,242—+1,242——$202.1K—2026-10-23
Sterling Group Wealth Management, LLC
NEW1,241—+1,241——$202.0K—2026-11-03
White Pine Investment Co
NEW1,240—+1,240——$202.0K—2026-10-15
Whitcomb & Hess, Inc.
NEW1,239—+1,239——$201.6K—2026-10-07
Wealth Group Ltd
NEW1,237—+1,237——$202.9K—2026-10-07
IPG Investment Advisors LLC
NEW1,234—+1,234——$200.8K—2026-10-30
Foresight Capital Management Advisors, Inc.
NEW1,184—+1,184——$192.7K—2026-10-27
Kelleher Financial Advisors
NEW1,139—+1,139——$185.4K—2026-10-30
KFG LLC
NEW1,132—+1,132——$184.2K—2026-11-02
RHL Group, LLC
NEW1,100—+1,100——$179.0K—2026-11-04
Fairman Group, LLC
NEW1,081—+1,081——$175.9K—2026-10-26
Harbor Asset Planning, Inc.
NEW1,063—+1,063——$172.9K—2026-10-23
GGM Financial LLC
NEW1,011—+1,011——$164.6K—2026-11-05
Essential Investment Partners LLC
NEW981—+981——$159.7K—2026-10-27
Rothwell Investment Advisors, LLC
NEW971—+971——$158.0K—2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
NEW953—+953——$155.1K—2026-10-21
Main Street Group, LTD
NEW944—+944——$153.6K—2026-10-28
Luken Investment Analytics, LLC
NEW915—+915——$148.9K—2026-11-06
Global Trust Asset Management, LLC
DECREASED9131,002-89-9%$137.0K$148.5K+$11.5K2026-10-19
GF Fund Management Co. Ltd.
NEW862—+862——$140.3K—2026-10-26
First Community Trust NA
NEW856—+856——$139.3K—2026-10-07
Fairscale Capital, LLC
INCREASED837817+20+2%$111.7K$156.7K+$45.0K2026-11-04
Kroeger Financial Partners
NEW833—+833——$135.6K—2026-10-19
Hurley Capital, LLC
NEW830—+830——$135.1K—2026-11-05
Wealth Analytics Partners, LLC
NEW822—+822——$133.8K—2026-10-19
Matrix Trust Co
NEW778—+778——$127.0K—2026-10-07
Roxbury Financial LLC
NEW767—+767——$124.9K—2026-10-01
Halbert Hargrove Global Advisors, LLC
NEW750—+750——$122.1K—2026-10-16
Western Pacific Wealth Management, LP
UNCHANGED73373300%$100.2K$119.3K+$19.1K2026-10-16
Torren Management, LLC
INCREASED731130+601+462%$17.8K$119.0K+$101.3K2026-10-29
GK Wealth Management LLC
NEW730—+730——$118.9K—2026-10-09
True Wealth Design, LLC
NEW726—+726——$118.2K—2026-10-13
Bare Financial Services, Inc
INCREASED700675+25+4%$92.3K$113.9K+$21.6K2026-11-04
LFA - Lugano Financial Advisors SA
NEW676—+676——$110.0K—2026-11-03
Downshift Financial, LLC
NEW659—+659——$107.3K—2026-10-13
Bay Harbor Wealth Management, LLC
INCREASED610517+93+18%$70.7K$99.3K+$28.6K2026-11-03
Daytona Street Capital LLC
NEW608—+608——$99.6K—2026-10-15
Marquette Asset Management, LLC
NEW603—+603——$98.1K—2026-10-09
Glass Jacobson Investment Advisors llc
NEW585—+585——$95.2K—2026-10-26
West Financial Advisors, LLC
NEW572—+572——$93.1K—2026-10-22
Retirement Wealth Solutions LLC
NEW535—+535——$87.1K—2026-10-07
Davis Capital Management
DECREASED4958,067-7,572-94%$1.1M$80.6K-$1.0M2026-10-08
Bradley & Co. Private Wealth Management, LLC
UNCHANGED49149100%$67.1K$79.9K+$12.8K2026-10-23
Horizon Financial Services, LLC
NEW490—+490——$79.7K—2026-11-04
Montgomery Financial Services LLC
NEW479—+479——$78.0K—2026-11-03
Sfam, LLC
NEW475—+475——$77.3K—2026-11-03
Carolina Wealth Advisors, LLC
INCREASED446192+254+132%$26.3K$72.6K+$46.3K2026-10-23
Friedenthal Financial
NEW441—+441——$71.8K—2026-10-27
Evolution Wealth Management Inc.
NEW431—+431——$70.1K—2026-10-28
Dhjj Financial Advisors, Ltd.
NEW402—+402——$65.4K—2026-10-23
Activest Wealth Management
NEW394—+394——$64.1K—2026-10-15
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
NEW393—+393——$64.0K—2026-11-06
Capitol Family Office, Inc.
NEW368—+368——$59.9K—2026-10-13
Keystone Financial Group, Inc.
NEW357—+357——$58.1K—2026-10-13
Cdkv Holdings LLC
NEW317—+317——$51.6K—2026-10-28
Carota Wealth Management
NEW311—+311——$50.6K—2026-11-03
Beacon Financial Strategies Corp
NEW294—+294——$47.8K—2026-10-14
Midwest Capital Advisors, LLC
NEW280—+280——$45.6K—2026-11-04
Sima Wealth Partners, LLC
NEW280—+280——$45.6K—2026-10-19
Granite FO LLC
NEW278—+278——$45.2K—2026-10-14
Guardian Partners Inc.
NEW265—+265——$43.1K—2026-10-21
Pioneer Family Office, LLC
NEW260—+260——$42.3K—2026-10-30
POM Investment Strategies, LLC
NEW254—+254——$41.4K—2026-10-20
Paladin Partners, LLC
UNCHANGED21021000%$28.7K$34.2K+$5.5K2026-10-06
Noble Wealth Management PBC
NEW209—+209——$34.0K—2026-10-01
3 Factor Indexing, LLC
NEW207—+207——$33.7K—2026-10-15
Vermillion Wealth Management, Inc.
NEW200—+200——$32.6K—2026-10-26
Arcadia Investment Advisors LLC
NEW200—+200——$32.6K—2026-10-13
Aventus Investment Advisors, Inc.
UNCHANGED20020000%$27.3K$32.6K+$5.2K2026-10-09
Lloyd Advisory Services, Llc.
NEW194—+194——$31.5K—2026-11-02
NorthAvenue LLC
NEW166—+166——$27.0K—2026-10-29
Nvest Wealth Strategies, Inc.
NEW166—+166——$27.1K—2026-10-14
NBT Bank, N.A.
NEW160—+160——$26.0K—2026-10-21
Maseco LLP
NEW156—+156——$25.4K—2026-10-27
Syntax Research, Inc.
NEW152—+152——$24.7K—2026-11-04
McCarley & Cook Financial Planners
UNCHANGED14914900%$20.4K$24.3K+$3.9K2026-10-21
Sunrise Financial Services, LLC
NEW144—+144——$23.4K—2026-10-21
Newton One Investments LLC
NEW138—+138——$22.5K—2026-10-14
MilWealth Group LLC
NEW133—+133——$21.6K—2026-11-02
MJT & Associates Financial Advisory Group, Inc.
NEW131—+131——$21.3K—2026-10-07
Three Bridge Wealth Advisors, LLC
NEW117—+117——$19.0K—2026-11-05
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
NEW100—+100——$16.3K—2026-10-23
Team Financial Group, LLC
NEW94—+94——$15.2K—2026-10-30
Clayton Financial Group LLC
NEW91—+91——$14.8K—2026-10-13
PayPay Securities Corp
NEW86—+86——$14.0K—2026-10-27
Performa Ltd (US), LLC
NEW75—+75——$12.2K—2026-11-05
Mainstream Capital Management LLC
NEW75—+75——$12.2K—2026-10-23
Hyposwiss Advisors SA
NEW73—+73——$11.9K—2026-10-26
USA Financial Formulas
NEW44—+44——$7.2K—2026-10-16
Phillip James Consulting Co.
NEW44—+44——$7.2K—2026-11-03
IAG Wealth Partners, LLC
NEW43—+43——$7.0K—2026-11-06
Transce3nd, LLC
DECREASED3769-32-46%$9.6K$6.6K-$3.0K2026-10-26
Ironwood Wealth Management, Inc.
NEW25—+25——$4.2K—2026-10-14
Next Level Wealth Planning, LLC
NEW22—+22——$3.6K—2026-10-29
Mountain Hill Investment Partners Corp.
NEW1—+1——$213—2026-10-23
Prairie Wealth Advisors, Inc.
NEW0—0——$1.8M—2026-10-29
Ferguson Wellman Capital Management, Inc
CLOSED0228,323-228,323-100%$31.2M$0-$31.2M2026-10-05
Ensign Peak Advisors, Inc
N/A—4,222,319-4,222,319-100%$577.3M———
Public Employees Retirement Association of Colorado
N/A—2,671,103-2,671,103-100%$365.2K———
Cullen Capital Management, LLC
N/A—1,492,052-1,492,052-100%$204.0M———
Bogart Wealth, LLC
N/A—1,202,952-1,202,952-100%$164.5M———
S&CO Inc
N/A—526,003-526,003-100%$71.9K———
Quotient Wealth Partners, LLC
N/A—475,070-475,070-100%$65.0M———
Martingale Asset Management L P
N/A—273,090-273,090-100%$37.3M———
McGowan Group Asset Management, Inc.
N/A—243,426-243,426-100%$33.3M———
Azimuth Capital Investment Management LLC
N/A—208,690-208,690-100%$28.5M———
Arkadios Wealth Advisors
N/A—207,934-207,934-100%$28.4M———
Madison Asset Management, LLC
N/A—207,414-207,414-100%$28.4M———
ST Germain D J Co Inc
N/A—201,117-201,117-100%$27.5M———
Schwerin Boyle Capital Management Inc
N/A—197,612-197,612-100%$27.0M———
Gardner Russo & Quinn LLC
N/A—181,200-181,200-100%$24.8M———
Icon Wealth Advisors, LLC
N/A—155,708-155,708-100%$21.3M———
Rothschild Investment LLC
N/A—149,044-149,044-100%$20.4M———
South Dakota Investment Council
N/A—145,930-145,930-100%$20.0K———
Stonebridge Capital Advisors LLC
N/A—135,930-135,930-100%$18.6M———
Cary Street Partners Financial LLC
N/A—125,803-125,803-100%$17.2M———
Cheviot Value Management, LLC
N/A—124,616-124,616-100%$17.0M———
Quantitative Investment Management, LLC
N/A—123,394-123,394-100%$16.9K———
Harbour Investments, Inc.
N/A—114,436-114,436-100%$15.6M———
Fred Alger Management, LLC
N/A—113,800-113,800-100%$15.6M———
Lathrop Investment Management Co
N/A—112,053-112,053-100%$15.3K———
Tower Bridge Advisors
N/A—101,825-101,825-100%$13.9M———
Transcend Capital Advisors, LLC
N/A—98,049-98,049-100%$13.4M———
Navellier & Associates Inc
N/A—95,411-95,411-100%$13.0M———
Anchor Investment Management, LLC
N/A—89,385-89,385-100%$12.2M———
Warther Private Wealth, LLC
N/A—88,251-88,251-100%$12.1M———
Southeast Asset Advisors, LLC
N/A—85,332-85,332-100%$11.7M———
Eventide Asset Management, LLC
N/A—83,010-83,010-100%$11.3M———
Syon Capital LLC
N/A—79,377-79,377-100%$10.9M———
Rowlandmiller & Partners.adv
N/A—79,239-79,239-100%$10.8M———
Baldwin Investment Management, LLC
N/A—67,677-67,677-100%$9.3M———
Whalerock Point Partners, LLC
N/A—61,678-61,678-100%$8.4M———
Thoroughbred Financial Services, LLC
N/A—60,671-60,671-100%$8.3K———
Alteri Wealth LLC
N/A—56,283-56,283-100%$7.7M———
SIT Investment Associates Inc
N/A—55,225-55,225-100%$7.6K———
Doheny Asset Management
N/A—53,624-53,624-100%$7.3K———
Resources Management Corp
N/A—53,233-53,233-100%$7.3M———
Strategic Wealth Partners, Ltd.
N/A—50,735-50,735-100%$6.9M———
Hillsdale Investment Management Inc.
N/A—47,830-47,830-100%$6.5M———
Smith, Moore & Co.
N/A—47,375-47,375-100%$6.5M———
Beck Mack & Oliver LLC
N/A—44,937-44,937-100%$6.1M———
Centaurus Financial, Inc.
N/A—43,405-43,405-100%$5.9K———
Ethos Financial Group, LLC
N/A—42,684-42,684-100%$6.7M———
Foster & Motley Inc
N/A—42,666-42,666-100%$5.8K———
Orographic Financial Advisors, LLC
N/A—40,909-40,909-100%$6.5K———
Morse Asset Management, Inc
N/A—40,793-40,793-100%$5.6M———
Select Asset Management & Trust
N/A—40,229-40,229-100%$5.5K———
Burling Wealth Partners, LLC
N/A—39,186-39,186-100%$5.4M———
FourThought Financial Partners, LLC
N/A—38,235-38,235-100%$5.2M———
Birmingham Capital Management Co Inc
N/A—36,162-36,162-100%$4.9K———
P.A.W. Capital Corp
N/A—35,930-35,930-100%$4.9M———
Greenline Partners, LLC
N/A—34,296-34,296-100%$4.7M———
Heritage Wealth Advisors
N/A—32,827-32,827-100%$4.5M———
LRI Investments, LLC
N/A—32,626-32,626-100%$4.5M———
Schnieders Capital Management, Llc.
N/A—32,570-32,570-100%$4.5M———
Chilton Investment Co Inc.
N/A—27,282-27,282-100%$3.7M———
North Star Asset Management Inc
N/A—26,521-26,521-100%$3.6M———
Colonial Trust Co / SC
N/A—26,338-26,338-100%$3.6M———
Legacy Financial Advisors, Inc.
N/A—24,679-24,679-100%$3.4M———
Aventura Private Wealth, LLC
N/A—22,357-22,357-100%$3.1M———
IMA Advisory Services, Inc.
N/A—21,250-21,250-100%$2.9M———
Bank of the Bluegrass & Trust Co.
N/A—20,771-20,771-100%$3.4M———
Resolute Wealth Strategies, LLC
N/A—19,868-19,868-100%$2.7M———
Hollencrest Capital Management
N/A—18,352-18,352-100%$2.5M———
Integrated Investment Consultants, LLC
N/A—18,024-18,024-100%$2.5M———
Jaffetilchin Investment Partners, LLC
N/A—17,664-17,664-100%$2.4M———
Colonial Trust Advisors
N/A—17,548-17,548-100%$2.4M———
Quent Capital, LLC
N/A—16,980-16,980-100%$2.3M———
Fairfield, Bush & Co.
N/A—16,837-16,837-100%$2.3M———
Goodman Financial Corp
N/A—16,709-16,709-100%$2.3M———
Kensington Investment Counsel, LLC
N/A—16,670-16,670-100%$2.3M———
Cypress Capital Management LLC (WY)
N/A—15,925-15,925-100%$2.2M———
SOA Wealth Advisors, Llc.
N/A—15,175-15,175-100%$951.0K———
Silicon Valley Capital Partners
N/A—14,539-14,539-100%$2.0M———
Redwood Investment Management, LLC
N/A—14,261-14,261-100%$2.0K———
Buckland Partners Management Co LLC
N/A—14,242-14,242-100%$1.9M———
Pring Turner Capital Group Inc
N/A—14,230-14,230-100%$2.2M———
Cozad Asset Management Inc
N/A—13,993-13,993-100%$1.9M———
Caldwell Sutter Capital, Inc.
N/A—13,755-13,755-100%$1.9M———
Plotkin Financial Advisors, LLC
N/A—13,130-13,130-100%$1.8M———
Hexagon Capital Partners LLC
N/A—13,117-13,117-100%$1.8M———
Weik Capital Management
N/A—13,085-13,085-100%$1.8M———
L & S Advisors Inc
N/A—12,718-12,718-100%$1.7M———
Cary Street Partners Investment Advisory LLC
N/A—12,548-12,548-100%$1.7M———
Diamant Asset Management, Inc.
N/A—12,141-12,141-100%$1.7M———
Auxier Asset Management LLC
N/A—11,551-11,551-100%$1.6M———
Wealthquest Corp
N/A—11,384-11,384-100%$1.6M———
Osprey Private Wealth LLC
N/A—11,193-11,193-100%$1.5M———
WFA of San Diego, LLC
N/A—10,888-10,888-100%$1.7M———
Cahill Financial Advisors Inc
N/A—10,403-10,403-100%$1.4M———
Westend Capital Management, LLC
N/A—10,400-10,400-100%$1.4M———
Rexford Capital Inc
N/A—10,316-10,316-100%$1.4M———
Smart Money Group LLC
N/A—10,073-10,073-100%$1.4M———
Athena Investment Management
N/A—9,979-9,979-100%$1.4M———
Arax Advisory Partners
N/A—9,826-9,826-100%$1.3M———
Park Place Capital Corp
N/A—9,757-9,757-100%$1.3M———
Wimmer Associates 1, LLC
N/A—9,364-9,364-100%$1.3M———
Bearing Point Capital, LLC
N/A—9,324-9,324-100%$1.3M———
Kickstand Ventures, Llc.
N/A—8,717-8,717-100%$1.2M———
Consilio Wealth Advisors, LLC
N/A—8,486-8,486-100%$1.2M———
Landing Point Financial Group, LLC
N/A—8,456-8,456-100%$1.2M———
Advisors Preferred, LLC
N/A—8,200-8,200-100%$1.1M———
Lumbard & Kellner, LLC
N/A—7,826-7,826-100%$1.1M———
Pointe Capital Management LLC
N/A—7,586-7,586-100%$1.0M———
MainStreet Investment Advisors LLC
N/A—7,402-7,402-100%$1.0M———
Kelly Lawrence W & Associates Inc
N/A—7,283-7,283-100%$995.7K———
Allied Private Wealth LLC
N/A—6,927-6,927-100%$977.7K———
CIM Investment Management Inc
N/A—6,563-6,563-100%$897.3K———
MorganRosel Wealth Management, LLC
N/A—6,542-6,542-100%$894.4K———
Castlekeep Investment Advisors LLC
N/A—6,443-6,443-100%$880.9K———
Winslow Asset Management Inc
N/A—6,426-6,426-100%$879———
Systematic Alpha Investments, LLC
N/A—6,040-6,040-100%$825.8K———
Legacy Financial Group LLC
N/A—6,018-6,018-100%$822.8K———
Private Capital Management, LLC
N/A—6,006-6,006-100%$821.1K———
Mosaic Financial Group, LLC
N/A—5,972-5,972-100%$816———
Basepoint Wealth LLC
N/A—5,959-5,959-100%$814.7K———
Columbia River Financial Group, LLC
N/A—5,920-5,920-100%$809———
Wayfinding Financial, LLC
N/A—5,877-5,877-100%$803———
Teachers Insurance & Annuity Association of America
N/A—5,765-5,765-100%$788.2K———
Keyvantage Wealth, LLC
N/A—5,643-5,643-100%$771.5K———
US Asset Management LLC
N/A—5,336-5,336-100%$729.5K———
American Money Management, LLC
N/A—5,253-5,253-100%$718.2K———
Bruce G. Allen Investments, LLC
N/A—5,245-5,245-100%$717.1K———
Concentrum Wealth Management
N/A—5,090-5,090-100%$695.9K———
Duncan Williams Asset Management, LLC
N/A—5,072-5,072-100%$693.5K———
Nalls Sherbakoff Group, LLC
N/A—4,652-4,652-100%$636.0K———
Flax Pond Capital, LLC
N/A—4,634-4,634-100%$633.6K———
Sandhill Capital Partners LLC
N/A—4,582-4,582-100%$626.5K———
PlanVest Financial, Inc
N/A—3,823-3,823-100%$522.6K———
Olde Wealth Management, LLC
N/A—3,800-3,800-100%$519———
Twin Peaks Wealth Advisors, LLC
N/A—3,729-3,729-100%$509.8K———
Coastwise Capital Group, LLC
N/A—3,637-3,637-100%$497.2K———
JDM Financial Group LLC
N/A—3,506-3,506-100%$479.3K———
Pinney & Scofield, Inc.
N/A—3,445-3,445-100%$471.0K———
EQ Wealth Advisors, LLC
N/A—3,295-3,295-100%$450.5K———
Stonebridge Financial Group, LLC
N/A—3,266-3,266-100%$446———
Fiduciary Wealth Partners, LLC
N/A—3,127-3,127-100%$427.5K———
Rollins Financial Advisors, LLC
N/A—2,875-2,875-100%$393.1K———
Philadelphia Investment Partners, LLC
N/A—2,824-2,824-100%$447.9K———
FCA Corp
N/A—2,537-2,537-100%$346.8K———
Tidemark, LLC
N/A—2,493-2,493-100%$340.8K———
FreeGulliver LLC
N/A—2,463-2,463-100%$336.7K———
Modus Advisors, LLC
N/A—2,349-2,349-100%$321.2K———
BlueStem Wealth Partners, LLC
N/A—2,277-2,277-100%$311.3K———
Verity Wealth Advisors
N/A—2,274-2,274-100%$310.9K———
Atlas Capital Advisors Inc.
N/A—2,137-2,137-100%$292.2K———
Carr Financial Group Corp
N/A—2,117-2,117-100%$289.5K———
Premier Financial Group
N/A—2,091-2,091-100%$285.9K———
Arkos Global Advisors
N/A—1,925-1,925-100%$263———
Magnolia Private Wealth, LLC
N/A—1,880-1,880-100%$257.0K———
Welch Capital Partners LLC
N/A—1,813-1,813-100%$248———
Port Capital LLC
N/A—1,789-1,789-100%$244.6K———
von Borstel & Associates, Inc.
N/A—1,766-1,766-100%$241———
Elite Financial, Inc.
N/A—1,668-1,668-100%$228———
Bartlett & Co. Wealth Management LLC
N/A—1,600-1,600-100%$218.8K———
Raffa Wealth Management, LLC
N/A—1,583-1,583-100%$216.4K———
Highland Investment Advisors LLC
N/A—1,574-1,574-100%$215.3K———
Imprint Wealth LLC
N/A—1,574-1,574-100%$215.2K———
O'rourke & Company, Inc
N/A—1,549-1,549-100%$211.8K———
Borer Denton & Associates, Inc.
N/A—1,530-1,530-100%$209.2K———
Nova Wealth Management, Inc.
N/A—1,362-1,362-100%$186.2K———
FWL Investment Management, LLC
N/A—1,149-1,149-100%$157.1K———
Greykasell Wealth Strategies, Inc.
N/A—944-944-100%$129.1K———
Front Row Advisors LLC
N/A—872-872-100%$139.3K———
USA Financial Formulas
N/A—322-322-100%$44.0K———
Capital Advisor Network LLC
N/A—262-262-100%$35.8K———
Gould Capital, LLC
N/A—180-180-100%$24.6K———
Copia Wealth Management
N/A—32-32-100%$4.4K———
Palladiem, LLC
N/A—15-15-100%$2.1K———
Showing 2876 of 2876 institutions