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Ishares Gold Trust (IAU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares7,989,678 from 7,264,173
Change+725,505 (+10%)
Value$624.0M (+$75.5M)
Filed 2026-11-04
WealthNavi Inc.
DECREASED
Shares6,462,992 from 6,653,240
Change-190,248 (-3%)
Value$504.8M (+$2.4M)
Filed 2026-10-27
Keybank National Association
INCREASED
Shares3,666,632 from 3,665,787
Change+845 (+0%)
Value$286.4M (+$9.6M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares2,794,500 from 3,104,618
Change-310,118 (-10%)
Value$218.3M (-$16.2M)
Filed 2026-11-02
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,577,457 from 3,114,126
Change-536,669 (-17%)
Value$201.3M (-$33.8M)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares2,433,241 from 2,939,343
Change-506,102 (-17%)
Value$190.0M (-$31.9M)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares1,903,027 from 1,840,038
Change+62,989 (+3%)
Value$148.6M (+$9.7M)
Filed 2026-11-05
Arnhold LLC
UNCHANGED
Shares1,757,254 from 1,757,254
Change0 (0%)
Value$137.2M (+$4.6M)
Filed 2026-10-26
Equitable Trust Co
DECREASED
Shares1,606,065 from 1,657,565
Change-51,500 (-3%)
Value$125.4M (+$270.9K)
Filed 2026-10-13
Pennsylvania State University
UNCHANGED
Shares1,574,099 from 1,574,099
Change0 (0%)
Value$122.9M (+$4.1M)
Filed 2026-10-02
Pictet Asset Management Holding SA
INCREASED
Shares1,162,544 from 899,141
Change+263,403 (+29%)
Value$91.3M (+$23.4M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares1,096,428 from 985,621
Change+110,807 (+11%)
Value$85.6M (+$11.2M)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
INCREASED
Shares1,050,633 from 1,019,061
Change+31,572 (+3%)
Value$82.1M (+$5.1M)
Filed 2026-10-13
Forbes J M & Co LLP
DECREASED
Shares911,314 from 911,672
Change-358 (0%)
Value$71.2M (+$2.3M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares886,418 from 907,369
Change-20,951 (-2%)
Value$69.2M (+$714.0K)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares875,223 from 887,292
Change-12,069 (-1%)
Value$68.4M (+$1.4M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares805,699 from 792,471
Change+13,228 (+2%)
Value$62.9M (+$3.1M)
Filed 2026-11-02
Tanglewood Wealth Management, Inc.
INCREASED
Shares793,653 from 780,110
Change+13,543 (+2%)
Value$62.0M (+$3.1M)
Filed 2026-10-23
Anderson Hoagland & Co
INCREASED
Shares771,604 from 769,660
Change+1,944 (+0%)
Value$58.4M (+$262.5K)
Filed 2026-10-23
GenWealth Group, Inc.
INCREASED
Shares726,552 from 636,522
Change+90,030 (+14%)
Value$56.7M (+$8.7M)
Filed 2026-10-16
Capital Asset Advisory Services LLC
INCREASED
Shares693,545 from 660,237
Change+33,308 (+5%)
Value$52.5M (+$2.6M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares686,377 from 583,062
Change+103,315 (+18%)
Value$53.6M (+$9.6M)
Filed 2026-11-02
Narwhal Capital Management
INCREASED
Shares675,611 from 672,087
Change+3,524 (+1%)
Value$52.8M (+$2.0M)
Filed 2026-11-04
Biltmore Family Office, LLC
INCREASED
Shares646,993 from 645,613
Change+1,380 (+0%)
Value$50.5M (+$1.8M)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares642,034 from 606,122
Change+35,912 (+6%)
Value$50.1M (+$4.4M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares633,413 from 587,655
Change+45,758 (+8%)
Value$33.1M (+$3.7M)
Filed 2026-10-13
Strategic Point Investment Advisors, LLC
INCREASED
Shares562,805 from 555,178
Change+7,627 (+1%)
Value$44.0M (+$2.0M)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares546,042 from 517,314
Change+28,728 (+6%)
Value$42.9M (+$3.6M)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares530,168 from 605,714
Change-75,546 (-12%)
Value$41.4M (-$4.3M)
Filed 2026-11-05
Cadinha & Co LLC
INCREASED
Shares528,322 from 516,618
Change+11,704 (+2%)
Value$41.3M (+$2.3M)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares523,806 from 495,989
Change+27,817 (+6%)
Value$40.9M (+$3.5M)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares507,143 from 655,374
Change-148,231 (-23%)
Value$39.6M (-$9.9M)
Filed 2026-11-04
First Command Advisory Services, Inc.
DECREASED
Shares506,735 from 849,212
Change-342,477 (-40%)
Value$39.6M (-$24.5M)
Filed 2026-11-05
Acorn Financial Advisory Services Inc
DECREASED
Shares495,954 from 500,409
Change-4,455 (-1%)
Value$38.7M (+$948.1K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares469,524 from 374,204
Change+95,320 (+25%)
Value$36.7M (+$8.4M)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares455,133 from 460,543
Change-5,410 (-1%)
Value$35.5M (+$770.3K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
INCREASED
Shares445,081 from 413,958
Change+31,123 (+8%)
Value$34.8M (+$3.5M)
Filed 2026-10-22
Argos Wealth Advisors, LLC
INCREASED
Shares441,578 from 440,971
Change+607 (+0%)
Value$34.5M (+$1.2M)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares396,394 from 555,136
Change-158,742 (-29%)
Value$31.0M (-$11.0M)
Filed 2026-10-16
True Private Wealth Advisors
INCREASED
Shares394,641 from 389,255
Change+5,386 (+1%)
Value$30.8M (+$1.4M)
Filed 2026-10-19
Bfsg, LLC
DECREASED
Shares385,297 from 397,969
Change-12,672 (-3%)
Value$30.1M (+$41.1K)
Filed 2026-10-30
VCI Wealth Management LLC
INCREASED
Shares375,867 from 347,507
Change+28,360 (+8%)
Value$29.4M (+$3.1M)
Filed 2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares362,314 from 307,145
Change+55,169 (+18%)
Value$28.3M (+$5.1M)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares356,832 from 344,717
Change+12,115 (+4%)
Value$27.9M (+$1.8M)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares350,726 from 261,405
Change+89,321 (+34%)
Value$27.4M (+$7.7M)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares349,971 from 282,506
Change+67,465 (+24%)
Value$27.3M (+$6.0M)
Filed 2026-11-03
Chemistry Wealth Management LLC
INCREASED
Shares347,783 from 346,112
Change+1,671 (+0%)
Value$27.2M (+$1.0M)
Filed 2026-10-16
Mader & Shannon Wealth Management, Inc.
INCREASED
Shares341,230 from 334,134
Change+7,096 (+2%)
Value$26.7M (+$1.4M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares335,926 from 299,942
Change+35,984 (+12%)
Value$26.2M (+$3.6M)
Filed 2026-10-08
Oppenheimer Asset Management Inc.
INCREASED
Shares322,729 from 313,194
Change+9,535 (+3%)
Value$25.2M (+$1.6M)
Filed 2026-10-27
Parcion Private Wealth LLC
INCREASED
Shares321,609 from 318,583
Change+3,026 (+1%)
Value$25.1M (+$1.1M)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares318,740 from 208,539
Change+110,201 (+53%)
Value$24.9M (+$9.1M)
Filed 2026-10-23
Vision Capital Management, Inc.
INCREASED
Shares317,911 from 307,858
Change+10,053 (+3%)
Value$24.8M (+$1.6M)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares311,853 from 312,256
Change-403 (0%)
Value$24.4M (+$777.3K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares310,044 from 284,219
Change+25,825 (+9%)
Value$24.3M (+$2.8M)
Filed 2026-11-05
Sofi Wealth, LLC
INCREASED
Shares307,977 from 263,368
Change+44,609 (+17%)
Value$24.1M (+$4.2M)
Filed 2026-10-27
Chatham Capital Group, Inc.
DECREASED
Shares307,095 from 312,445
Change-5,350 (-2%)
Value$24.0M (+$391.4K)
Filed 2026-10-16
LVM Capital Management LTD
INCREASED
Shares301,697 from 299,586
Change+2,111 (+1%)
Value$23.6M (+$23.5M)
Filed 2026-10-20
Baldwin Wealth Partners LLC
DECREASED
Shares296,978 from 301,674
Change-4,696 (-2%)
Value$23.2M (+$414.6K)
Filed 2026-10-13
Bokf, NA
DECREASED
Shares296,923 from 301,157
Change-4,234 (-1%)
Value$23.2M (+$449.3K)
Filed 2026-10-27
Cardinal Point Capital Management ULC
INCREASED
Shares296,909 from 295,330
Change+1,579 (+1%)
Value$23.2M (+$888.2K)
Filed 2026-10-21
Wallington Asset Management, LLC
INCREASED
Shares296,794 from 280,535
Change+16,259 (+6%)
Value$23.2M (+$2.0M)
Filed 2026-11-04
Wealth Quarterback LLC
INCREASED
Shares281,612 from 250,563
Change+31,049 (+12%)
Value$22.0M (+$3.1M)
Filed 2026-10-20
Nkcfo LLC
UNCHANGED
Shares279,400 from 279,400
Change0 (0%)
Value$21.8M (+$724.0K)
Filed 2026-11-04
James Investment Research, Inc.
DECREASED
Shares275,181 from 281,952
Change-6,771 (-2%)
Value$21.5M (+$201.4K)
Filed 2026-10-22
AMG National Trust Bank
INCREASED
Shares274,441 from 272,942
Change+1,499 (+1%)
Value$21.4M (+$824.0K)
Filed 2026-11-05
Fourpath Capital Management, LLC
INCREASED
Shares272,873 from 265,275
Change+7,598 (+3%)
Value$21.3M (+$1.3M)
Filed 2026-10-19
Forza Wealth Management, LLC
INCREASED
Shares271,796 from 216,851
Change+54,945 (+25%)
Value$21.2M (+$4.9M)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares271,525 from 311,696
Change-40,171 (-13%)
Value$21.2M (-$2.3M)
Filed 2026-10-29
Fifth Third Securities, Inc.
DECREASED
Shares267,615 from 289,279
Change-21,664 (-7%)
Value$20.9M (-$942.7K)
Filed 2026-10-21
Cypress Capital Group
DECREASED
Shares262,554 from 269,426
Change-6,872 (-3%)
Value$20.5M (+$161.1K)
Filed 2026-11-03
JSF Financial, LLC
INCREASED
Shares252,084 from 244,608
Change+7,476 (+3%)
Value$19.7M (+$1.2M)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares248,291 from 247,086
Change+1,205 (+0%)
Value$19.4M (+$734.1K)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares248,100 from 283,701
Change-35,601 (-13%)
Value$19.4M (-$2.0M)
Filed 2026-11-03
Pictet North America Advisors SA
DECREASED
Shares247,824 from 248,044
Change-220 (0%)
Value$19.4M (+$625.3K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares245,059 from 241,931
Change+3,128 (+1%)
Value$19.1M (+$870.9K)
Filed 2026-10-28
Brookstone Capital Management
DECREASED
Shares244,319 from 258,296
Change-13,977 (-5%)
Value$19.1M (-$422.6K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares239,964 from 240,126
Change-162 (0%)
Value$18.7M (+$609.3K)
Filed 2026-11-05
Sterling Financial Planning, Inc.
INCREASED
Shares239,515 from 233,678
Change+5,837 (+3%)
Value$18.7M (+$1.1M)
Filed 2026-10-28
CPA Asset Management Group, LLC
DECREASED
Shares238,058 from 240,930
Change-2,872 (-1%)
Value$18.6M (+$399.7K)
Filed 2026-10-26
Mackay Shields LLC
DECREASED
Shares235,500 from 328,020
Change-92,520 (-28%)
Value$18.4M (-$6.4M)
Filed 2026-10-13
New Harbor Financial Group, LLC
INCREASED
Shares234,039 from 135,621
Change+98,418 (+73%)
Value$18.3M (+$8.0M)
Filed 2026-10-22
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares233,652 from 223,547
Change+10,105 (+5%)
Value$18.2M (+$1.4M)
Filed 2026-10-29
China Universal Asset Management Co., Ltd.
DECREASED
Shares232,440 from 297,940
Change-65,500 (-22%)
Value$18.3M (-$4.2M)
Filed 2026-10-28
Verger Capital Management LLC
INCREASED
Shares224,024 from 223,830
Change+194 (+0%)
Value$17.5M (+$594.9K)
Filed 2026-10-22
Resonant Capital Advisors, LLC
INCREASED
Shares211,021 from 184,243
Change+26,778 (+15%)
Value$16.5M (+$2.6M)
Filed 2026-10-15
Sage Private Wealth Group, LLC
INCREASED
Shares210,846 from 204,868
Change+5,978 (+3%)
Value$16.5M (+$997.6K)
Filed 2026-10-21
Hamilton Point Investment Advisors, LLC
INCREASED
Shares209,277 from 205,853
Change+3,424 (+2%)
Value$16.3M (+$800.6K)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
INCREASED
Shares206,769 from 196,065
Change+10,704 (+5%)
Value$16.1M (+$1.3M)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares206,672 from 205,888
Change+784 (+0%)
Value$16.1M (+$91.8K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares202,994 from 179,228
Change+23,766 (+13%)
Value$15.9M (+$2.3M)
Filed 2026-10-30
Carota Wealth Management
NEW
Shares197,680
Change+197,680
Value$15.4M
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares196,143 from 220,618
Change-24,475 (-11%)
Value$15.3M (-$1.3M)
Filed 2026-10-23
Shepherd Financial Partners LLC
INCREASED
Shares190,794 from 149,054
Change+41,740 (+28%)
Value$14.9M (+$3.6M)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares187,357 from 97,319
Change+90,038 (+93%)
Value$14.6M (+$7.3M)
Filed 2026-10-29
JB Capital LLC
INCREASED
Shares183,906 from 175,850
Change+8,056 (+5%)
Value$14.4M (+$1.1M)
Filed 2026-10-19
Grove Bank & Trust
INCREASED
Shares182,412 from 156,618
Change+25,794 (+16%)
Value$14.2M (+$2.4M)
Filed 2026-10-08
Three Bridge Wealth Advisors, LLC
DECREASED
Shares179,609 from 183,087
Change-3,478 (-2%)
Value$14.0M (+$202.6K)
Filed 2026-11-05
Sowa Financial Group, Inc.
DECREASED
Shares178,976 from 285,204
Change-106,228 (-37%)
Value$14.0M (-$7.6M)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
INCREASED
Shares177,044 from 174,349
Change+2,695 (+2%)
Value$13.8M (+$662.0K)
Filed 2026-11-05
VestGen Advisors, LLC
INCREASED
Shares175,677 from 129,743
Change+45,934 (+35%)
Value$13.7M (+$3.9M)
Filed 2026-10-27
Wealth Management Partners, LLC
DECREASED
Shares171,116 from 177,803
Change-6,687 (-4%)
Value$13.4M (-$61.7K)
Filed 2026-10-21
NTV Asset Management LLC
DECREASED
Shares170,832 from 173,052
Change-2,220 (-1%)
Value$13.3M (+$274.8K)
Filed 2026-10-23
Stonebridge Financial Group, LLC
INCREASED
Shares166,274 from 165,248
Change+1,026 (+1%)
Value$13.0M (+$508.1K)
Filed 2026-10-01
Sapient Capital LLC
INCREASED
Shares164,792 from 158,839
Change+5,953 (+4%)
Value$12.9M (+$876.3K)
Filed 2026-10-08
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares162,896 from 159,602
Change+3,294 (+2%)
Value$12.7M (+$670.6K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares161,542 from 89,851
Change+71,691 (+80%)
Value$12.6M (+$5.8M)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
DECREASED
Shares159,829 from 160,957
Change-1,128 (-1%)
Value$12.5M (+$328.8K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares159,482 from 157,656
Change+1,826 (+1%)
Value$12.5M (+$550.9K)
Filed 2026-10-23
Stephen J. Garry & Associates, LLC
DECREASED
Shares157,393 from 160,529
Change-3,136 (-2%)
Value$12.3M (+$170.8K)
Filed 2026-11-05
Parkside Investments, LLC
INCREASED
Shares156,855 from 151,885
Change+4,970 (+3%)
Value$12.3M (+$781.5K)
Filed 2026-10-20
Avestar Capital, LLC
INCREASED
Shares154,177 from 142,505
Change+11,672 (+8%)
Value$12.0M (+$1.3M)
Filed 2026-10-28
Morton Capital Management LLC
INCREASED
Shares154,140 from 150,109
Change+4,031 (+3%)
Value$12.0M (+$703.6K)
Filed 2026-10-23
Old Port Advisors
INCREASED
Shares152,101 from 146,190
Change+5,911 (+4%)
Value$11.9M (+$840.3K)
Filed 2026-10-23
LifeWealth Investments, LLC
INCREASED
Shares151,407 from 137,841
Change+13,566 (+10%)
Value$11.8M (+$1.4M)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares151,109 from 57,860
Change+93,249 (+161%)
Value$11.7M (+$7.3M)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares149,889 from 152,876
Change-2,987 (-2%)
Value$11.7M (+$162.7K)
Filed 2026-10-22
Ascent Group, LLC
DECREASED
Shares149,155 from 149,714
Change-559 (0%)
Value$11.6M (+$344.1K)
Filed 2026-10-30
Signet Investment Advisory Group, Inc.
DECREASED
Shares147,214 from 147,594
Change-380 (0%)
Value$11.5M (+$352.6K)
Filed 2026-10-30
Clear Wave Wealth Management LLC
INCREASED
Shares145,421 from 144,266
Change+1,155 (+1%)
Value$11.4M (+$463.8K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares141,725 from 118,131
Change+23,594 (+20%)
Value$11.1M (+$2.1M)
Filed 2026-11-04
Avaii Wealth Management, LLC
INCREASED
Shares140,871 from 131,621
Change+9,250 (+7%)
Value$11.0M (+$1.0M)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares140,755 from 125,220
Change+15,535 (+12%)
Value$11.0M (+$1.5M)
Filed 2026-10-15
DSG Capital Advisors, LLC
DECREASED
Shares140,345 from 141,590
Change-1,245 (-1%)
Value$11.0M (+$161.9K)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares138,627 from 131,886
Change+6,741 (+5%)
Value$10.8M (+$868.1K)
Filed 2026-10-30
Sage Rhino Capital LLC
DECREASED
Shares138,485 from 153,370
Change-14,885 (-10%)
Value$10.8M (-$765.3K)
Filed 2026-10-28
MBA Advisors LLC
INCREASED
Shares138,451 from 131,576
Change+6,875 (+5%)
Value$10.8M (+$877.7K)
Filed 2026-10-29
Diversify Wealth Management, LLC
INCREASED
Shares138,055 from 124,480
Change+13,575 (+11%)
Value$10.8M (+$1.3M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares138,055 from 124,480
Change+13,575 (+11%)
Value$10.8M (+$1.3M)
Filed 2026-10-20
Stablepoint Partners, LLC
INCREASED
Shares137,223 from 120,038
Change+17,185 (+14%)
Value$10.7M (+$1.7M)
Filed 2026-11-03
Fiduciary Financial Group, LLC
INCREASED
Shares136,472 from 125,744
Change+10,728 (+9%)
Value$10.7M (+$1.2M)
Filed 2026-10-13
Camden National Bank
INCREASED
Shares134,235 from 126,913
Change+7,322 (+6%)
Value$10.5M (+$900.6K)
Filed 2026-11-02
Topor & Co. Korea
INCREASED
Shares133,007 from 131,980
Change+1,027 (+1%)
Value$10.4M (+$422.0K)
Filed 2026-10-22
SBI Securities Co., Ltd.
INCREASED
Shares132,539 from 128,990
Change+3,549 (+3%)
Value$10.4M (+$611.3K)
Filed 2026-10-22
LifePlan Financial, LLC
INCREASED
Shares131,468 from 131,129
Change+339 (+0%)
Value$10.2M (+$308.3K)
Filed 2026-10-13
Global Wealth Strategies & Associates
INCREASED
Shares131,360 from 126,318
Change+5,042 (+4%)
Value$10.3M (+$720.9K)
Filed 2026-10-02
Townsend & Associates, Inc
INCREASED
Shares131,084 from 129,101
Change+1,983 (+2%)
Value$10.3M (+$541.3K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares130,427 from 125,884
Change+4,543 (+4%)
Value$10.2M (+$680.9K)
Filed 2026-10-13
Broussard Financial Group LLC
DECREASED
Shares130,386 from 143,120
Change-12,734 (-9%)
Value$10.2M (-$623.8K)
Filed 2026-10-26
Bigelow Investment Advisors, LLC
INCREASED
Shares127,932 from 126,904
Change+1,028 (+1%)
Value$10.0M (+$409.0K)
Filed 2026-10-13
Jnba Financial Advisors
DECREASED
Shares127,408 from 128,823
Change-1,415 (-1%)
Value$10.0M (+$223.1K)
Filed 2026-11-03
Highland Financial Advisors, LLC
INCREASED
Shares127,357 from 123,538
Change+3,819 (+3%)
Value$9.9M (+$618.2K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares126,977 from 25,206
Change+101,771 (+404%)
Value$9.9M (+$8.0M)
Filed 2026-10-13
Ariston Services Group
DECREASED
Shares125,388 from 125,399
Change-11 (0%)
Value$9.8M (+$323.9K)
Filed 2026-10-16
Deane Retirement Strategies, Inc.
DECREASED
Shares121,909 from 123,603
Change-1,694 (-1%)
Value$9.5M (+$189.6K)
Filed 2026-10-09
Able Financial Group, LLC
INCREASED
Shares120,376 from 109,438
Change+10,938 (+10%)
Value$9.4M (+$1.1M)
Filed 2026-10-14
Systelligence, LLC
INCREASED
Shares120,142 from 43,760
Change+76,382 (+175%)
Value$7.1M (+$3.8M)
Filed 2026-11-05
Upper Left Wealth Management, LLC
DECREASED
Shares118,799 from 165,498
Change-46,699 (-28%)
Value$9.3M (-$3.2M)
Filed 2026-10-14
Silverleafe Capital Partners, LLC
INCREASED
Shares118,419 from 116,638
Change+1,781 (+2%)
Value$9.2M (+$441.2K)
Filed 2026-10-02
Sigma Investment Counselors Inc
INCREASED
Shares117,852 from 114,383
Change+3,469 (+3%)
Value$9.2M (+$567.2K)
Filed 2026-10-27
Patton Fund Management, Inc.
INCREASED
Shares112,043 from 104,950
Change+7,093 (+7%)
Value$8.8M (+$825.8K)
Filed 2026-10-13
Triad Wealth Partners, LLC
INCREASED
Shares112,000 from 94,937
Change+17,063 (+18%)
Value$8.7M (+$1.5M)
Filed 2026-10-26
Towneley Capital Management, Inc / de
DECREASED
Shares111,036 from 111,410
Change-374 (0%)
Value$8.7M (+$259.3K)
Filed 2026-10-09
Braeburn Wealth Management LLC
INCREASED
Shares110,826 from 106,717
Change+4,109 (+4%)
Value$8.7M (+$597.4K)
Filed 2026-10-15
Meridian Investment Counsel Inc.
DECREASED
Shares110,405 from 117,933
Change-7,528 (-6%)
Value$8.6M (-$282.5K)
Filed 2026-10-14
Trek Financial, LLC
INCREASED
Shares109,746 from 47,204
Change+62,542 (+132%)
Value$8.6M (+$5.0M)
Filed 2026-10-29
Sage Investment Advisers LLC
INCREASED
Shares108,268 from 94,734
Change+13,534 (+14%)
Value$8.5M (+$1.3M)
Filed 2026-10-21
Compound Planning, Inc.
DECREASED
Shares107,312 from 111,023
Change-3,711 (-3%)
Value$8.4M (-$2.3K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares106,589 from 109,489
Change-2,900 (-3%)
Value$8.3M (+$57.1K)
Filed 2026-10-29
Tennessee Valley Asset Management Partners
INCREASED
Shares106,435 from 51,572
Change+54,863 (+106%)
Value$8.3M (+$4.4M)
Filed 2026-11-03
Sharkey, Howes & Javer
INCREASED
Shares106,294 from 103,871
Change+2,423 (+2%)
Value$8.3M (+$458.3K)
Filed 2026-10-22
United Asset Strategies, Inc.
INCREASED
Shares106,035 from 8,953
Change+97,082 (+1084%)
Value$8.3M (+$7.6M)
Filed 2026-10-28
DWM Financial Group, Inc.
DECREASED
Shares106,005 from 179,766
Change-73,761 (-41%)
Value$8.3M (-$6.3M)
Filed 2026-10-28
Ackerman Capital Advisors, LLC
DECREASED
Shares104,905 from 105,275
Change-370 (0%)
Value$8.2M (+$243.8K)
Filed 2026-10-30
Pekin Hardy Strauss, Inc.
DECREASED
Shares104,580 from 104,830
Change-250 (0%)
Value$8.2M (+$252.0K)
Filed 2026-11-02
Lifelong Wealth Advisors, Inc.
INCREASED
Shares104,511 from 100,889
Change+3,622 (+4%)
Value$8.2M (+$544.2K)
Filed 2026-10-19
Jmac Enterprises LLC
INCREASED
Shares102,790 from 99,415
Change+3,375 (+3%)
Value$8.0M (+$521.1K)
Filed 2026-10-30
Blueprint Investment Partners LLC
INCREASED
Shares101,425 from 96,750
Change+4,675 (+5%)
Value$7.9M (+$615.7K)
Filed 2026-10-28
Kitching Partners, LLC
INCREASED
Shares101,049 from 95,210
Change+5,839 (+6%)
Value$7.9M (+$702.6K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares100,792 from 150,646
Change-49,854 (-33%)
Value$7.9M (-$3.5M)
Filed 2026-10-14
Plan Group Financial, LLC
INCREASED
Shares100,770 from 63,664
Change+37,106 (+58%)
Value$7.8M (+$3.0M)
Filed 2026-10-22
Rochester Wealth Strategies, LLC
INCREASED
Shares100,338 from 96,854
Change+3,484 (+4%)
Value$7.8M (+$523.0K)
Filed 2026-11-03
DCF Advisers, LLC
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$7.8M (+$259.0K)
Filed 2026-11-04
Bull Oak Capital, LLC
INCREASED
Shares99,973 from 97,670
Change+2,303 (+2%)
Value$7.8M (+$432.8K)
Filed 2026-10-23
GFS Advisors, LLC
INCREASED
Shares99,698 from 94,545
Change+5,153 (+5%)
Value$7.8M (+$5.5M)
Filed 2026-11-03
Argentarii, LLC
INCREASED
Shares99,202 from 87,728
Change+11,474 (+13%)
Value$7.7M (+$538.2K)
Filed 2026-10-28
AdvisorNet Financial, Inc
DECREASED
Shares98,389 from 99,824
Change-1,435 (-1%)
Value$7.6M (+$45.1K)
Filed 2026-10-15
Crescent Grove Advisors, LLC
INCREASED
Shares96,664 from 96,466
Change+198 (+0%)
Value$7.5M (+$265.3K)
Filed 2026-10-21
Kure Advisory, LLC
INCREASED
Shares96,080 from 87,752
Change+8,328 (+9%)
Value$7.5M (+$877.7K)
Filed 2026-10-08
Hilltop National Bank
INCREASED
Shares95,096 from 73,856
Change+21,240 (+29%)
Value$7.4M (+$1.9M)
Filed 2026-10-14
Summit Place Financial Advisors, LLC
DECREASED
Shares93,761 from 100,576
Change-6,815 (-7%)
Value$7.3M (-$271.8K)
Filed 2026-10-23
CPR Investments Inc.
DECREASED
Shares93,231 from 99,464
Change-6,233 (-6%)
Value$7.3M (-$229.2K)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
INCREASED
Shares93,129 from 91,204
Change+1,925 (+2%)
Value$7.3M (+$386.6K)
Filed 2026-10-28
TriaGen Wealth Management LLC
INCREASED
Shares90,791 from 89,155
Change+1,636 (+2%)
Value$7.1M (+$358.7K)
Filed 2026-10-14
Aspect Partners, LLC
INCREASED
Shares90,030 from 84,588
Change+5,442 (+6%)
Value$7.0M (+$644.1K)
Filed 2026-10-20
Leslie Global Wealth, LLC
INCREASED
Shares90,002 from 87,210
Change+2,792 (+3%)
Value$7.0M (+$443.9K)
Filed 2026-10-26
True North Advisors, LLC
INCREASED
Shares89,821 from 87,616
Change+2,205 (+3%)
Value$7.0M (+$399.1K)
Filed 2026-10-22
Vontobel Holding Ltd.
INCREASED
Shares89,149 from 76,828
Change+12,321 (+16%)
Value$7.0M (+$1.2M)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares89,015 from 86,982
Change+2,033 (+2%)
Value$7.0M (+$384.2K)
Filed 2026-10-28
Welch & Forbes LLC
INCREASED
Shares86,973 from 86,883
Change+90 (+0%)
Value$6.8M (+$232.1K)
Filed 2026-11-04
Apeiron RIA LLC
INCREASED
Shares86,364 from 76,170
Change+10,194 (+13%)
Value$6.8M (+$785.8K)
Filed 2026-10-08
Blueprint Financial Advisors LLC
DECREASED
Shares85,150 from 86,514
Change-1,364 (-2%)
Value$6.7M (+$117.5K)
Filed 2026-10-28
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares84,385 from 84,448
Change-63 (0%)
Value$6.6M (+$213.8K)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares83,349 from 82,799
Change+550 (+1%)
Value$6.5M (+$257.5K)
Filed 2026-10-22
Compagnie Lombard Odier SCmA
DECREASED
Shares81,868 from 92,600
Change-10,732 (-12%)
Value$6.4M (-$598.3K)
Filed 2026-11-04
Citizens Financial Group Inc
DECREASED
Shares81,368 from 82,450
Change-1,082 (-1%)
Value$6.4M (+$129.0K)
Filed 2026-10-23
Delta Financial Advisors LLC
INCREASED
Shares81,221 from 81,171
Change+50 (+0%)
Value$6.3M (+$214.1K)
Filed 2026-10-27
Sepio Capital, LP
INCREASED
Shares79,908 from 77,908
Change+2,000 (+3%)
Value$6.2M (+$358.0K)
Filed 2026-10-22
Security Financial Services, Inc.
INCREASED
Shares79,585 from 53,685
Change+25,900 (+48%)
Value$6.2M (+$2.2M)
Filed 2026-10-29
WealthCare Investment Partners, LLC
DECREASED
Shares79,307 from 94,552
Change-15,245 (-16%)
Value$6.2M (-$945.7K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares78,763
Change+78,763
Value$6.2M
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares78,312 from 65,576
Change+12,736 (+19%)
Value$6.1M (+$1.2M)
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares78,285 from 78,311
Change-26 (0%)
Value$6.1M (+$200.8K)
Filed 2026-10-14
Pettinga Financial Advisors LLC
INCREASED
Shares77,888 from 50,912
Change+26,976 (+53%)
Value$6.1M (+$2.2M)
Filed 2026-10-13
Fermata Advisors, LLC
INCREASED
Shares76,742 from 74,473
Change+2,269 (+3%)
Value$6.0M (+$370.1K)
Filed 2026-10-13
Inscription Capital, LLC
DECREASED
Shares76,455 from 86,239
Change-9,784 (-11%)
Value$6.0M (-$540.8K)
Filed 2026-11-02
Guardian Wealth Management, LLC
INCREASED
Shares76,399 from 70,075
Change+6,324 (+9%)
Value$6.0M (+$675.4K)
Filed 2026-10-14
Briaud Financial Planning Inc
DECREASED
Shares76,303 from 80,824
Change-4,521 (-6%)
Value$6.0M (-$143.8K)
Filed 2026-10-20
Mengis Capital Management, Inc.
INCREASED
Shares76,089 from 66,213
Change+9,876 (+15%)
Value$5.9M (+$942.7K)
Filed 2026-10-13
Strategic Investment Management, LLC
INCREASED
Shares76,070 from 33,200
Change+42,870 (+129%)
Value$5.9M (+$3.4M)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares75,625 from 69,535
Change+6,090 (+9%)
Value$5.9M (+$655.7K)
Filed 2026-10-26
Sentinel Trust Co LBA
DECREASED
Shares75,495 from 84,861
Change-9,366 (-11%)
Value$5.9M (+$5.9M)
Filed 2026-11-03
Apollon Financial, LLC
DECREASED
Shares75,180 from 76,538
Change-1,358 (-2%)
Value$5.9M (+$92.2K)
Filed 2026-10-23
Nottingham Advisors, Inc.
DECREASED
Shares75,031 from 78,643
Change-3,612 (-5%)
Value$5.8M (-$98.3K)
Filed 2026-10-29
Fifth Third Wealth Advisors LLC
DECREASED
Shares74,231 from 74,947
Change-716 (-1%)
Value$5.8M (+$138.2K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares73,125 from 72,628
Change+497 (+1%)
Value$5.7M (+$226.9K)
Filed 2026-10-14
Gradient Investments LLC
INCREASED
Shares72,902 from 70,720
Change+2,182 (+3%)
Value$5.7M (+$353.6K)
Filed 2026-10-08
Stableford Capital II LLC
INCREASED
Shares72,455 from 46,233
Change+26,222 (+57%)
Value$5.7M (+$2.2M)
Filed 2026-10-09
Pacific Park Financial, Inc.
DECREASED
Shares71,996 from 73,812
Change-1,816 (-2%)
Value$5.6M (+$49.3K)
Filed 2026-10-13
NavPoint Financial, Inc.
UNCHANGED
Shares71,928 from 71,928
Change0 (0%)
Value$5.6M (+$186.3K)
Filed 2026-10-21
Wespac Advisors SoCal, LLC
DECREASED
Shares71,258 from 76,119
Change-4,861 (-6%)
Value$5.6M (-$182.5K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares70,804 from 72,383
Change-1,579 (-2%)
Value$5.5M (+$64.2K)
Filed 2026-10-28
waypoint wealth counsel
DECREASED
Shares69,489 from 70,641
Change-1,152 (-2%)
Value$5.4M (+$93.0K)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares68,284 from 67,672
Change+612 (+1%)
Value$5.3M (+$223.1K)
Filed 2026-10-02
Gibson Capital, LLC
DECREASED
Shares68,018 from 68,603
Change-585 (-1%)
Value$5.3M (+$132.0K)
Filed 2026-10-23
Variant Private Wealth, LLC
INCREASED
Shares67,994 from 23,882
Change+44,112 (+185%)
Value$5.3M (+$3.5M)
Filed 2026-10-21
Altiora Financial Group, LLC
INCREASED
Shares67,888 from 64,394
Change+3,494 (+5%)
Value$5.3M (+$439.7K)
Filed 2026-11-04
Garde Capital, Inc.
INCREASED
Shares67,256 from 63,769
Change+3,487 (+5%)
Value$5.3M (+$437.5K)
Filed 2026-10-29
Archer Investment Management, LLC
INCREASED
Shares66,774 from 28,109
Change+38,665 (+138%)
Value$5.2M (+$3.1M)
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares66,197 from 66,465
Change-268 (0%)
Value$5.0M (-$86.6K)
Filed 2026-10-27
Buttonwood Financial Group, LLC
INCREASED
Shares65,454 from 38,354
Change+27,100 (+71%)
Value$5.1M (+$2.2M)
Filed 2026-10-16
Nadler Financial Group, Inc.
DECREASED
Shares65,139 from 70,044
Change-4,905 (-7%)
Value$5.1M (-$201.7K)
Filed 2026-10-23
Modera Wealth Management, LLC
INCREASED
Shares64,571 from 61,013
Change+3,558 (+6%)
Value$5.0M (+$435.9K)
Filed 2026-10-28
Smith Thornton Advisors LLC
INCREASED
Shares64,140 from 62,502
Change+1,638 (+3%)
Value$5.0M (+$306.1K)
Filed 2026-10-16
Howland Capital Management LLC
INCREASED
Shares63,829 from 59,479
Change+4,350 (+7%)
Value$5.0M (+$493.8K)
Filed 2026-10-22
Westover Capital Advisors, LLC
INCREASED
Shares62,930 from 62,895
Change+35 (+0%)
Value$4.9M (+$165.6K)
Filed 2026-10-26
Amplius Wealth Advisors, LLC
DECREASED
Shares62,801 from 64,990
Change-2,189 (-3%)
Value$4.9M (-$2.6K)
Filed 2026-10-20
Financial Management Network Inc
INCREASED
Shares62,447 from 62,434
Change+13 (+0%)
Value$4.9M (+$154.0K)
Filed 2026-10-09
SteelPeak Wealth, LLC
INCREASED
Shares62,126 from 58,292
Change+3,834 (+7%)
Value$4.9M (+$450.4K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares61,827 from 59,409
Change+2,418 (+4%)
Value$4.7M (+$154.8K)
Filed 2026-11-02
Well Done, LLC
INCREASED
Shares61,507 from 61,194
Change+313 (+1%)
Value$4.8M (+$182.9K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares61,173 from 699,025
Change-637,852 (-91%)
Value$4.8M (-$48.0M)
Filed 2026-10-21
Connective Portfolio Management, LLC
INCREASED
Shares60,029 from 47,029
Change+13,000 (+28%)
Value$4.7M (+$1.1M)
Filed 2026-10-22
Bellecapital International Ltd.
INCREASED
Shares59,685 from 54,455
Change+5,230 (+10%)
Value$4.7M (+$549.5K)
Filed 2026-10-21
Ascentis Independent Advisors
INCREASED
Shares59,385 from 12,355
Change+47,030 (+381%)
Value$4.6M (+$3.7M)
Filed 2026-11-03
Lynx Capital Group LTD
INCREASED
Shares58,985 from 58,935
Change+50 (+0%)
Value$4.6M (+$156.5K)
Filed 2026-11-04
Midwest Capital Advisors, LLC
INCREASED
Shares58,860 from 44,307
Change+14,553 (+33%)
Value$4.6M (+$1.3M)
Filed 2026-11-04
Kelly Financial Services LLC
INCREASED
Shares58,275 from 53,485
Change+4,790 (+9%)
Value$4.6M (+$512.7K)
Filed 2026-10-20
Stone House Investment Management, LLC
INCREASED
Shares58,016 from 54,376
Change+3,640 (+7%)
Value$4.5M (+$425.1K)
Filed 2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED
Shares56,632 from 55,546
Change+1,086 (+2%)
Value$4.4M (+$228.7K)
Filed 2026-10-13
Shrier Wealth Management, LLC
INCREASED
Shares55,628 from 54,136
Change+1,492 (+3%)
Value$4.3M (+$256.7K)
Filed 2026-10-20
Twelve Points Wealth Management LLC
INCREASED
Shares55,584 from 45,934
Change+9,650 (+21%)
Value$4.1M (+$584.7K)
Filed 2026-11-03
Stewardship Concepts Financial Services LLC
INCREASED
Shares55,255 from 53,684
Change+1,571 (+3%)
Value$4.3M (+$261.8K)
Filed 2026-10-06
Arkansas Financial Group, Inc.
INCREASED
Shares55,096 from 51,203
Change+3,893 (+8%)
Value$4.3M (+$436.7K)
Filed 2026-10-26
Sagace Wealth Management LLC
INCREASED
Shares54,945 from 36,441
Change+18,504 (+51%)
Value$4.3M (+$1.5M)
Filed 2026-10-28
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares54,393 from 54,393
Change0 (0%)
Value$4.2M (+$141.0K)
Filed 2026-11-05
First National Trust Co
INCREASED
Shares54,149 from 47,562
Change+6,587 (+14%)
Value$4.2M (+$637.6K)
Filed 2026-10-28
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares54,090 from 51,852
Change+2,238 (+4%)
Value$4.2M (+$309.1K)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares54,012 from 51,112
Change+2,900 (+6%)
Value$4.2M (+$358.9K)
Filed 2026-10-16
TME Financial, Inc.
INCREASED
Shares53,478 from 50,760
Change+2,718 (+5%)
Value$4.2M (+$343.7K)
Filed 2026-10-14
Firestone Capital Management
INCREASED
Shares53,455 from 53,117
Change+338 (+1%)
Value$4.2M (+$164.0K)
Filed 2026-11-03
Robinson Value Management, Ltd.
INCREASED
Shares53,398 from 50,163
Change+3,235 (+6%)
Value$4.2M (+$382.6K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares53,331 from 46,933
Change+6,398 (+14%)
Value$4.2M (+$621.2K)
Filed 2026-11-05
New Capital Management LP
INCREASED
Shares53,221 from 47,193
Change+6,028 (+13%)
Value$4.2M (+$593.0K)
Filed 2026-10-29
Insight Wealth Partners, LLC
DECREASED
Shares53,007 from 53,352
Change-345 (-1%)
Value$4.1M (+$111.2K)
Filed 2026-10-26
Park Edge Advisors, LLC
DECREASED
Shares52,955 from 54,959
Change-2,004 (-4%)
Value$4.1M (-$14.2K)
Filed 2026-10-28
Burns J W & Co Inc
DECREASED
Shares52,695 from 58,401
Change-5,706 (-10%)
Value$4.1M (-$294.4K)
Filed 2026-10-20
Foguth Wealth Management, Llc.
DECREASED
Shares52,565 from 54,350
Change-1,785 (-3%)
Value$4.1M (+$22.7K)
Filed 2026-10-19
Patriot Investment Management Group, Inc.
INCREASED
Shares52,268 from 39,188
Change+13,080 (+33%)
Value$4.1M (+$1.1M)
Filed 2026-10-15
Global Wealth Management, LLC
DECREASED
Shares52,116 from 54,283
Change-2,167 (-4%)
Value$4.1M (-$28.6K)
Filed 2026-10-15
Trademark Financial Management, LLC
INCREASED
Shares51,762 from 51,059
Change+703 (+1%)
Value$4.0M (+$187.1K)
Filed 2026-10-23
Cadent Capital Advisors, LLC
INCREASED
Shares51,608 from 21,564
Change+30,044 (+139%)
Value$4.0M (+$2.4M)
Filed 2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares50,804 from 47,060
Change+3,744 (+8%)
Value$4.0M (+$418.1K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
INCREASED
Shares50,783 from 39,910
Change+10,873 (+27%)
Value$4.0M (+$934.8K)
Filed 2026-11-02
Lynx Investment Advisory
DECREASED
Shares50,678 from 51,396
Change-718 (-1%)
Value$4.0M (+$77.0K)
Filed 2026-10-27
Patton Albertson Miller Group, LLC
INCREASED
Shares50,352 from 48,042
Change+2,310 (+5%)
Value$3.9M (+$304.8K)
Filed 2026-10-26
Towerpoint Wealth, LLC
INCREASED
Shares50,228 from 45,561
Change+4,667 (+10%)
Value$3.9M (+$482.5K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares49,950 from 48,949
Change+1,001 (+2%)
Value$3.9M (+$205.0K)
Filed 2026-11-04
Altman Advisors, Inc.
DECREASED
Shares49,909 from 54,545
Change-4,636 (-8%)
Value$3.9M (+$223.6K)
Filed 2026-11-05
Titleist Asset Management, LLC
INCREASED
Shares49,719 from 45,082
Change+4,637 (+10%)
Value$3.9M (+$478.9K)
Filed 2026-10-08
Golden State Wealth Management, LLC
INCREASED
Shares49,224 from 30,519
Change+18,705 (+61%)
Value$3.8M (+$1.5M)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
DECREASED
Shares48,774 from 76,289
Change-27,515 (-36%)
Value$3.8M (-$2.0M)
Filed 2026-10-14
Bluedoor Private Wealth, LLC
DECREASED
Shares48,721 from 48,882
Change-161 (0%)
Value$3.8M (+$114.0K)
Filed 2026-11-05
HUB Investment Partners, LLC
DECREASED
Shares48,442 from 55,128
Change-6,686 (-12%)
Value$3.8M (-$379.4K)
Filed 2026-11-03
Impact Investors, Inc
DECREASED
Shares48,434 from 113,149
Change-64,715 (-57%)
Value$3.8M (-$4.8M)
Filed 2026-11-02
Beacon Financial Group
INCREASED
Shares48,187 from 44,142
Change+4,045 (+9%)
Value$3.8M (+$430.2K)
Filed 2026-10-19
Mather Group, Llc.
DECREASED
Shares48,091 from 49,181
Change-1,090 (-2%)
Value$3.8M (+$42.3K)
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares47,967
Change+47,967
Value$3.6K
Filed 2026-11-03
BridgePort Financial Solutions, LLC
INCREASED
Shares47,874 from 46,197
Change+1,677 (+4%)
Value$3.7M (+$250.6K)
Filed 2026-11-02
Farrell Financial LLC
DECREASED
Shares47,660 from 47,699
Change-39 (0%)
Value$3.7M (+$120.5K)
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares47,157 from 46,711
Change+446 (+1%)
Value$3.7M (+$173.3K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares46,973 from 46,542
Change+431 (+1%)
Value$3.7M (+$154.2K)
Filed 2026-10-27
Alhambra Investment Management LLC
INCREASED
Shares46,624 from 39,139
Change+7,485 (+19%)
Value$3.6M (+$685.9K)
Filed 2026-10-15
Avior Wealth Management, LLC
INCREASED
Shares46,608 from 39,784
Change+6,824 (+17%)
Value$3.6M (+$636.0K)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares46,171 from 27,188
Change+18,983 (+70%)
Value$3.6M (+$1.5M)
Filed 2026-10-13
Northside Capital Management, LLC
INCREASED
Shares46,015 from 45,047
Change+968 (+2%)
Value$3.6M (+$192.3K)
Filed 2026-10-13
Elyxium Wealth, LLC
INCREASED
Shares45,999 from 44,714
Change+1,285 (+3%)
Value$3.6M (+$216.2K)
Filed 2026-10-27
Heck Capital Advisors, LLC
DECREASED
Shares45,674 from 46,387
Change-713 (-2%)
Value$3.6M (+$64.5K)
Filed 2026-10-14
NBH Bank
INCREASED
Shares45,601 from 45,187
Change+414 (+1%)
Value$3.6M (+$149.4K)
Filed 2026-11-05
CJM Wealth Advisers, Ltd.
INCREASED
Shares45,561 from 19,447
Change+26,114 (+134%)
Value$3.6M (+$2.1M)
Filed 2026-10-27
Tabr Capital Management, LLC
NEW
Shares45,374
Change+45,374
Value$3.5M
Filed 2026-10-20
Forthright Family Wealth Advisory LLC
INCREASED
Shares45,199 from 45,126
Change+73 (+0%)
Value$3.5M (+$122.5K)
Filed 2026-11-03
Guidance Capital, Inc
INCREASED
Shares44,891 from 38,612
Change+6,279 (+16%)
Value$3.3M (+$440.5K)
Filed 2026-11-03
Arlington Trust Co LLC
INCREASED
Shares44,584 from 33,600
Change+10,984 (+33%)
Value$3.5M (+$944.9K)
Filed 2026-10-20
Perennial Advisors, LLC
UNCHANGED
Shares43,353 from 43,353
Change0 (0%)
Value$3.4M (+$112.3K)
Filed 2026-10-13
Courier Capital LLC
INCREASED
Shares43,223 from 42,474
Change+749 (+2%)
Value$3.4M (+$168.5K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares43,129 from 38,956
Change+4,173 (+11%)
Value$3.4M (+$426.8K)
Filed 2026-11-03
Roger Wittlin Investment Advisory, LLC
DECREASED
Shares42,747 from 44,131
Change-1,384 (-3%)
Value$3.3M (+$6.2K)
Filed 2026-10-19
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares42,000 from 42,000
Change0 (0%)
Value$3.3M (+$108.8K)
Filed 2026-10-26
Skyline Advisors, Inc.
INCREASED
Shares41,889 from 35,574
Change+6,315 (+18%)
Value$3.3M (+$585.3K)
Filed 2026-11-03
Unique Wealth, LLC
INCREASED
Shares41,770 from 38,947
Change+2,823 (+7%)
Value$3.3M (+$321.4K)
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares41,703 from 41,162
Change+541 (+1%)
Value$3.3M (+$148.9K)
Filed 2026-10-19
Evolution Wealth Advisors, LLC
INCREASED
Shares41,543 from 11,187
Change+30,356 (+271%)
Value$3.2M (+$2.4M)
Filed 2026-11-03
Independent Wealth Advisors LLC
DECREASED
Shares40,693 from 43,346
Change-2,653 (-6%)
Value$3.2M (-$94.9K)
Filed 2026-10-27
Centerline Wealth Advisors, LLC
INCREASED
Shares40,114 from 38,084
Change+2,030 (+5%)
Value$3.1M (+$257.2K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares39,977 from 26,158
Change+13,819 (+53%)
Value$3.1M (+$1.1M)
Filed 2026-10-23
Wormser Freres Gestion
INCREASED
Shares39,964 from 35,935
Change+4,029 (+11%)
Value$3.1M (+$362.2K)
Filed 2026-10-21
Red Mountain Financial, LLC
INCREASED
Shares39,956 from 39,432
Change+524 (+1%)
Value$3.1M (+$143.1K)
Filed 2026-11-03
United Community Bank
DECREASED
Shares39,902 from 43,322
Change-3,420 (-8%)
Value$3.1M (-$154.9K)
Filed 2026-10-28
Bedminster, LLC
INCREASED
Shares39,868 from 39,118
Change+750 (+2%)
Value$3.1M (+$159.9K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares39,573 from 37,112
Change+2,461 (+7%)
Value$3.1M (+$288.3K)
Filed 2026-10-21
Cushing Capital Partners, LLC
INCREASED
Shares39,390 from 38,750
Change+640 (+2%)
Value$3.1M (+$150.3K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares39,221 from 72,894
Change-33,673 (-46%)
Value$3.1K (-$5.5M)
Filed 2026-10-23
Apella Capital, LLC
DECREASED
Shares38,899 from 40,479
Change-1,580 (-4%)
Value$3.0M (-$134.3K)
Filed 2026-10-08
Adkins Seale Capital Management LLC
UNCHANGED
Shares38,472 from 38,472
Change0 (0%)
Value$3.0M (+$99.6K)
Filed 2026-10-27
Trust Point Inc.
UNCHANGED
Shares38,330 from 38,330
Change0 (0%)
Value$3.0M (+$99.3K)
Filed 2026-10-27
Maltin Wealth Management, Inc.
DECREASED
Shares38,313 from 102,963
Change-64,650 (-63%)
Value$3.0M (-$4.8M)
Filed 2026-10-13
West Wealth Group, LLC
INCREASED
Shares37,631 from 32,421
Change+5,210 (+16%)
Value$2.9M (+$490.9K)
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares37,444 from 54,861
Change-17,417 (-32%)
Value$2.9K (-$4.1M)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares37,420 from 35,818
Change+1,602 (+4%)
Value$2.9M (+$217.9K)
Filed 2026-11-05
Whitener Capital Management, Inc.
INCREASED
Shares37,263 from 37,083
Change+180 (+0%)
Value$2.9M (+$110.1K)
Filed 2026-10-15
15 Wealth Advisors LLC
NEW
Shares37,052
Change+37,052
Value$2.9M
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares37,031 from 35,299
Change+1,732 (+5%)
Value$2.9M (+$226.7K)
Filed 2026-10-27
Regatta Capital Group, LLC
INCREASED
Shares36,992 from 32,806
Change+4,186 (+13%)
Value$2.9M (+$411.9K)
Filed 2026-10-23
ShoreHaven Wealth Partners, LLC
INCREASED
Shares36,546 from 35,180
Change+1,366 (+4%)
Value$2.9M (+$197.8K)
Filed 2026-10-16
Sterling Capital Management LLC
UNCHANGED
Shares36,196 from 36,196
Change0 (0%)
Value$2.8M (+$93.7K)
Filed 2026-10-22
TrustBank
INCREASED
Shares36,084 from 4,133
Change+31,951 (+773%)
Value$2.8M (+$2.5M)
Filed 2026-10-20
Citizens National Bank Trust Department
INCREASED
Shares36,079 from 33,772
Change+2,307 (+7%)
Value$2.8M (+$267.6K)
Filed 2026-11-04
Cypress Wealth Services, LLC
INCREASED
Shares36,016 from 34,847
Change+1,169 (+3%)
Value$2.8M (+$144.1K)
Filed 2026-10-21
Tenet Wealth Partners, LLC
INCREASED
Shares35,965 from 35,252
Change+713 (+2%)
Value$2.8M (+$102.2K)
Filed 2026-10-19
Eastern Bank
DECREASED
Shares35,705 from 40,450
Change-4,745 (-12%)
Value$2.8M (-$265.8K)
Filed 2026-10-05
J2 Capital Management Inc
INCREASED
Shares35,560 from 20,833
Change+14,727 (+71%)
Value$2.8M (+$1.2M)
Filed 2026-10-19
Bailard, Inc.
UNCHANGED
Shares35,451 from 35,451
Change0 (0%)
Value$2.8M (+$91.8K)
Filed 2026-10-13
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares35,358 from 33,248
Change+2,110 (+6%)
Value$2.8M (+$250.9K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
DECREASED
Shares35,110 from 37,179
Change-2,069 (-6%)
Value$2.7M (-$65.3K)
Filed 2026-11-02
Plancorp, LLC
INCREASED
Shares34,749 from 20,517
Change+14,232 (+69%)
Value$2.5M (+$990.0K)
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares34,456 from 35,693
Change-1,237 (-3%)
Value$2.7M (-$4.2K)
Filed 2026-11-05
Waldron Private Wealth LLC
UNCHANGED
Shares34,341 from 34,341
Change0 (0%)
Value$2.7M (+$88.9K)
Filed 2026-11-02
Inlet Private Wealth, LLC
INCREASED
Shares34,334 from 34,284
Change+50 (+0%)
Value$2.7M (+$92.7K)
Filed 2026-10-21
Weil Company, Inc.
DECREASED
Shares34,328 from 34,528
Change-200 (-1%)
Value$2.7M (+$73.8K)
Filed 2026-10-14
Procyon Advisors, LLC
INCREASED
Shares34,288 from 5,671
Change+28,617 (+505%)
Value$2.7M (+$2.2M)
Filed 2026-10-21
Evergreen Capital Management LLC
INCREASED
Shares34,281 from 33,281
Change+1,000 (+3%)
Value$2.7M (+$164.3K)
Filed 2026-10-23
Kanawha Capital Management LLC
INCREASED
Shares34,269 from 33,544
Change+725 (+2%)
Value$2.7M (+$143.5K)
Filed 2026-10-19
Nvwm, LLC
INCREASED
Shares34,144 from 33,077
Change+1,067 (+3%)
Value$2.7M (+$169.0K)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
INCREASED
Shares33,972 from 33,316
Change+656 (+2%)
Value$2.7M (+$137.5K)
Filed 2026-10-20
TSA Wealth Managment LLC
DECREASED
Shares33,747 from 35,739
Change-1,992 (-6%)
Value$2.6M (-$63.0K)
Filed 2026-10-22
Five Pine Wealth Management
INCREASED
Shares33,739 from 33,480
Change+259 (+1%)
Value$2.6M (+$107.0K)
Filed 2026-10-20
New England Private Wealth Advisors LLC
UNCHANGED
Shares33,681 from 33,681
Change0 (0%)
Value$2.6M (+$63.0K)
Filed 2026-10-19
Old National Bancorp
DECREASED
Shares33,481 from 33,693
Change-212 (-1%)
Value$2.6M (+$70.7K)
Filed 2026-10-20
ASL Financial, LLC
DECREASED
Shares33,143 from 36,214
Change-3,071 (-8%)
Value$2.6M (-$146.1K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
DECREASED
Shares32,974 from 33,481
Change-507 (-2%)
Value$2.6M (+$47.1K)
Filed 2026-11-05
OAK Family Advisors, LLC
DECREASED
Shares32,945 from 33,238
Change-293 (-1%)
Value$2.6M (+$63.2K)
Filed 2026-10-19
Sage Mountain Advisors LLC
DECREASED
Shares32,803 from 33,303
Change-500 (-1%)
Value$2.6M (+$47.2K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares32,722 from 19,225
Change+13,497 (+70%)
Value$2.6M (+$1.1M)
Filed 2026-10-16
Pachira Investments Inc.
INCREASED
Shares32,699 from 18,853
Change+13,846 (+73%)
Value$2.6M (+$1.1M)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares32,335 from 29,446
Change+2,889 (+10%)
Value$2.4M (+$134.4K)
Filed 2026-11-04
Flywheel Private Wealth LLC
DECREASED
Shares31,994 from 32,013
Change-19 (0%)
Value$2.5M (+$81.4K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares31,983 from 30,171
Change+1,812 (+6%)
Value$2.5M (+$219.7K)
Filed 2026-10-26
Americana Partners, LLC
INCREASED
Shares31,938 from 31,758
Change+180 (+1%)
Value$2.5M (+$96.3K)
Filed 2026-10-28
Aureum Wealth Management, LLC
INCREASED
Shares31,850 from 29,589
Change+2,261 (+8%)
Value$2.5M (+$253.2K)
Filed 2026-10-15
Accredited Investor Services, LLC
DECREASED
Shares31,790 from 32,090
Change-300 (-1%)
Value$2.5M (+$59.7K)
Filed 2026-10-22
Interchange Capital Partners, LLC
DECREASED
Shares31,683 from 34,162
Change-2,479 (-7%)
Value$2.5M (-$105.1K)
Filed 2026-10-28
Cathy Pareto & Associates, Inc
INCREASED
Shares31,432 from 30,022
Change+1,410 (+5%)
Value$2.5M (+$188.1K)
Filed 2026-10-15
4J Wealth Management LLC
INCREASED
Shares31,008 from 26,157
Change+4,851 (+19%)
Value$2.4M (+$446.6K)
Filed 2026-11-02
Braun-Bostich & Associates Inc.
INCREASED
Shares30,875 from 18,746
Change+12,129 (+65%)
Value$2.4M (+$995.8K)
Filed 2026-10-20
ATX Financial Planning, LLC
DECREASED
Shares30,791 from 37,203
Change-6,412 (-17%)
Value$2.4M (-$404.4K)
Filed 2026-10-14
Columbus Macro, LLC
INCREASED
Shares30,611 from 27,670
Change+2,941 (+11%)
Value$2.4M (+$301.3K)
Filed 2026-10-14
A4 Wealth Advisors LLC
INCREASED
Shares30,575 from 14,685
Change+15,890 (+108%)
Value$2.4M (+$1.3M)
Filed 2026-10-20
Independence Bank of Kentucky
INCREASED
Shares30,552 from 6,602
Change+23,950 (+363%)
Value$2.4M (+$1.9M)
Filed 2026-10-26
Redhawk Wealth Advisors, Inc.
INCREASED
Shares30,180 from 27,978
Change+2,202 (+8%)
Value$2.4M (+$244.4K)
Filed 2026-10-14
Verus Financial Partners, Inc.
UNCHANGED
Shares30,161 from 30,161
Change0 (0%)
Value$2.4M (+$78.1K)
Filed 2026-10-29
Acorn Creek Capital LLC
INCREASED
Shares29,920 from 21,865
Change+8,055 (+37%)
Value$2.3M (+$685.7K)
Filed 2026-11-05
Marks Group Wealth Management, Inc
INCREASED
Shares29,860 from 26,358
Change+3,502 (+13%)
Value$2.3M (+$341.8K)
Filed 2026-11-05
Butensky & Cohen Financial Security, Inc
INCREASED
Shares29,210 from 22,700
Change+6,510 (+29%)
Value$2.3M (+$567.2K)
Filed 2026-10-13
Avalon Capital Management
INCREASED
Shares29,116 from 25,659
Change+3,457 (+13%)
Value$2.3M (+$336.4K)
Filed 2026-11-04
Cowa, LLC
DECREASED
Shares29,039 from 29,079
Change-40 (0%)
Value$2.3M (+$72.2K)
Filed 2026-10-30
Grand Central Investment Group
UNCHANGED
Shares28,929 from 28,929
Change0 (0%)
Value$2.3M (+$74.9K)
Filed 2026-11-02
Independent Solutions Wealth Management, LLC
DECREASED
Shares28,604 from 42,419
Change-13,815 (-33%)
Value$2.2M (-$969.1K)
Filed 2026-10-28
Ehrlich Financial Group
INCREASED
Shares28,545 from 25,788
Change+2,757 (+11%)
Value$2.2M (+$282.1K)
Filed 2026-10-20
Guardian Partners Inc.
INCREASED
Shares28,125 from 15,125
Change+13,000 (+86%)
Value$2.2M (+$1.1M)
Filed 2026-10-21
Cane Capital Partners, LLC
NEW
Shares28,028
Change+28,028
Value$2.2M
Filed 2026-10-23
Clear Retirement Advice LLC
DECREASED
Shares27,769 from 27,941
Change-172 (-1%)
Value$2.2M (+$58.9K)
Filed 2026-10-22
Virtus Family Office LLC
INCREASED
Shares27,283 from 25,970
Change+1,313 (+5%)
Value$2.1M (+$169.8K)
Filed 2026-10-30
SAX Wealth Advisors, LLC
INCREASED
Shares27,272 from 21,246
Change+6,026 (+28%)
Value$2.1M (+$257.0K)
Filed 2026-10-13
Stone Wealth Partners
NEW
Shares27,196
Change+27,196
Value$2.1M
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares26,957 from 18,897
Change+8,060 (+43%)
Value$2.1M (+$678.4K)
Filed 2026-10-23
Csenge Advisory Group
DECREASED
Shares26,933 from 27,404
Change-471 (-2%)
Value$2.1M (+$34.2K)
Filed 2026-11-04
Novem Group
INCREASED
Shares26,850 from 17,722
Change+9,128 (+52%)
Value$2.1M (+$758.8K)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares26,782 from 24,554
Change+2,228 (+9%)
Value$2.1M (+$237.6K)
Filed 2026-10-28
Advus Financial Partners, LLC
DECREASED
Shares26,717 from 32,882
Change-6,165 (-19%)
Value$2.1M (-$396.3K)
Filed 2026-10-20
Shade Tree Advisors LLC
NEW
Shares26,500
Change+26,500
Value$2.1M
Filed 2026-10-22
Vicus Capital
INCREASED
Shares26,276 from 26,183
Change+93 (+0%)
Value$2.1M (+$75.1K)
Filed 2026-11-05
5th Street Advisors, LLC
INCREASED
Shares26,097 from 18,130
Change+7,967 (+44%)
Value$2.0M (+$669.2K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares26,033 from 24,706
Change+1,327 (+5%)
Value$2.0M (+$167.6K)
Filed 2026-11-03
Claro Advisors Inc.
DECREASED
Shares26,016 from 26,312
Change-296 (-1%)
Value$2.0M (+$45.0K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares25,913 from 27,189
Change-1,276 (-5%)
Value$2.0M (-$29.2K)
Filed 2026-10-13
Glenview Trust Co
INCREASED
Shares25,556 from 24,097
Change+1,459 (+6%)
Value$2.0M (+$176.4K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares25,333 from 23,529
Change+1,804 (+8%)
Value$2.0M (+$201.8K)
Filed 2026-11-04
Values First Advisors, Inc.
INCREASED
Shares25,190 from 24,572
Change+618 (+3%)
Value$2.0M (+$111.9K)
Filed 2026-10-23
Endeavor Private Wealth, Inc.
INCREASED
Shares25,094 from 24,790
Change+304 (+1%)
Value$2.0M (+$88.0K)
Filed 2026-11-05
Beam Wealth Advisors, Inc.
INCREASED
Shares24,999 from 23,650
Change+1,349 (+6%)
Value$2.0M (+$166.6K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares24,562 from 24,241
Change+321 (+1%)
Value$1.9M (+$87.9K)
Filed 2026-11-05
Anchor Capital Advisors LLC
INCREASED
Shares24,549 from 24,270
Change+279 (+1%)
Value$1.9M (+$84.6K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares24,543 from 31,654
Change-7,111 (-22%)
Value$1.9M (-$473.4K)
Filed 2026-10-16
TPG Advisors LLC
DECREASED
Shares24,417 from 26,955
Change-2,538 (-9%)
Value$1.9M (-$128.4K)
Filed 2026-10-16
Uptick Partners, LLC
INCREASED
Shares24,363 from 14,348
Change+10,015 (+70%)
Value$1.9M (+$819.3K)
Filed 2026-11-04
Montis Financial, LLC
UNCHANGED
Shares24,339 from 24,339
Change0 (0%)
Value$1.9M (+$63.0K)
Filed 2026-11-04
Outlook Wealth Advisors, LLC
DECREASED
Shares24,099 from 24,358
Change-259 (-1%)
Value$1.9M (+$42.9K)
Filed 2026-10-28
Arta Finance Wealth Management LLC
INCREASED
Shares24,048 from 23,852
Change+196 (+1%)
Value$1.9M (+$77.1K)
Filed 2026-10-28
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares24,021 from 24,021
Change0 (0%)
Value$1.9M (+$62.2K)
Filed 2026-10-23
RHL Group, LLC
INCREASED
Shares23,884 from 27
Change+23,857 (+88359%)
Value$1.9M (+$1.9M)
Filed 2026-11-04
First Premier Bank
INCREASED
Shares23,438 from 23,401
Change+37 (+0%)
Value$1.8K (+$63)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
INCREASED
Shares23,394 from 4,409
Change+18,985 (+431%)
Value$1.8M (+$1.5M)
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares23,294 from 4,605
Change+18,689 (+406%)
Value$1.8M (+$1.5M)
Filed 2026-10-28
Florida Trust Wealth Management Co
INCREASED
Shares23,294 from 19,990
Change+3,304 (+17%)
Value$1.8M (+$309.8K)
Filed 2026-11-05
Macroview Investment Management LLC
INCREASED
Shares23,156 from 22,514
Change+642 (+3%)
Value$1.8M (+$108.5K)
Filed 2026-10-26
Asset Management One Co., Ltd.
DECREASED
Shares23,050 from 24,150
Change-1,100 (-5%)
Value$1.8M (-$23.4K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
INCREASED
Shares22,971 from 19,872
Change+3,099 (+16%)
Value$1.8M (+$293.5K)
Filed 2026-10-30
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares22,739 from 14,573
Change+8,166 (+56%)
Value$1.8M (+$675.5K)
Filed 2026-11-05
J.Safra Asset Management Corp
UNCHANGED
Shares22,571 from 22,571
Change0 (0%)
Value$1.8M (+$58.5K)
Filed 2026-11-03
Focus Financial Network, Inc.
DECREASED
Shares22,552 from 42,314
Change-19,762 (-47%)
Value$1.8M (-$1.4M)
Filed 2026-10-14
Sageworth Trust Co
UNCHANGED
Shares22,496 from 22,496
Change0 (0%)
Value$1.8M (+$58.3K)
Filed 2026-10-30
First Horizon Corp
DECREASED
Shares22,392 from 23,615
Change-1,223 (-5%)
Value$1.7M (-$34.4K)
Filed 2026-10-26
WealthBridge Capital Management, LLC
DECREASED
Shares22,320 from 22,422
Change-102 (0%)
Value$1.7M (+$50.1K)
Filed 2026-10-16
Alterna Wealth Management, Inc
INCREASED
Shares22,290 from 19,510
Change+2,780 (+14%)
Value$1.7M (+$267.6K)
Filed 2026-10-27
Hudson Oak Wealth Advisory LLC
UNCHANGED
Shares22,007 from 22,007
Change0 (0%)
Value$1.7M (+$57.0K)
Filed 2026-10-16
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares22,003 from 24,221
Change-2,218 (-9%)
Value$1.7M (-$110.5K)
Filed 2026-10-09
Silverlake Wealth Management LLC
INCREASED
Shares21,959 from 21,115
Change+844 (+4%)
Value$1.7M (+$120.6K)
Filed 2026-10-21
Independent Wealth Network Inc.
INCREASED
Shares21,919 from 15,606
Change+6,313 (+40%)
Value$1.7M (+$533.5K)
Filed 2026-10-19
Integrated Advisors Network LLC
INCREASED
Shares21,882 from 20,814
Change+1,068 (+5%)
Value$1.7M (+$137.3K)
Filed 2026-10-20
Verdence Capital Advisors LLC
NEW
Shares21,859
Change+21,859
Value$1.7M
Filed 2026-10-26
Terra Nova Asset Management LLC
UNCHANGED
Shares21,766 from 21,766
Change0 (0%)
Value$1.7M (+$56.4K)
Filed 2026-10-13
Centurion Wealth Management LLC
DECREASED
Shares21,705 from 27,945
Change-6,240 (-22%)
Value$1.7M (-$415.0K)
Filed 2026-10-13
Verity Asset Management, Inc.
DECREASED
Shares21,580 from 23,134
Change-1,554 (-7%)
Value$1.7M (-$61.5K)
Filed 2026-10-30
Noble Wealth Management PBC
INCREASED
Shares21,503 from 21,437
Change+66 (+0%)
Value$1.7M (+$60.7K)
Filed 2026-10-01
Bay Harbor Wealth Management, LLC
INCREASED
Shares21,416 from 17,341
Change+4,075 (+24%)
Value$1.7M (+$363.2K)
Filed 2026-11-03
Encompass More Asset Management
INCREASED
Shares21,348 from 2,968
Change+18,380 (+619%)
Value$1.7M (+$1.4M)
Filed 2026-10-16
Ipsen Advisor Group LLC
DECREASED
Shares21,196 from 24,795
Change-3,599 (-15%)
Value$1.7M (-$216.8K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares21,117 from 5,506
Change+15,611 (+284%)
Value$1.6M (+$1.2M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares21,064 from 47,028
Change-25,964 (-55%)
Value$1.6M (-$1.9M)
Filed 2026-10-08
Cobblestone Asset Management LLC
INCREASED
Shares20,724 from 19,520
Change+1,204 (+6%)
Value$1.6M (+$144.6K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
INCREASED
Shares20,663 from 18,562
Change+2,101 (+11%)
Value$1.6M (+$212.2K)
Filed 2026-10-22
Mirador Capital Partners LP
DECREASED
Shares20,502 from 20,697
Change-195 (-1%)
Value$1.6M (+$38.4K)
Filed 2026-10-09
Westside Investment Management, Inc.
INCREASED
Shares20,493 from 20,433
Change+60 (+0%)
Value$1.6M (+$57.6K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED
Shares20,398 from 20,263
Change+135 (+1%)
Value$1.6M (+$63.0K)
Filed 2026-10-19
Blossom Wealth Management
INCREASED
Shares20,313 from 18,846
Change+1,467 (+8%)
Value$1.6M (+$163.4K)
Filed 2026-11-03
Ifrah Financial Services, Inc.
DECREASED
Shares20,111 from 20,730
Change-619 (-3%)
Value$1.6M (+$5.3K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares20,079 from 19,162
Change+917 (+5%)
Value$1.6M (+$121.2K)
Filed 2026-11-05
Myecfo, LLC
INCREASED
Shares20,043 from 19,065
Change+978 (+5%)
Value$1.6M (+$125.8K)
Filed 2026-10-14
Avory & Company, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.6M (+$51.8K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares19,741 from 17,505
Change+2,236 (+13%)
Value$1.5M (+$220.0K)
Filed 2026-10-14
Narus Financial Partners, LLC
INCREASED
Shares19,710 from 19,239
Change+471 (+2%)
Value$1.5M (+$86.6K)
Filed 2026-10-19
Rose Capital Advisors LLC
INCREASED
Shares19,363 from 16,164
Change+3,199 (+20%)
Value$1.5M (+$291.7K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares19,305 from 20,276
Change-971 (-5%)
Value$1.5M (-$23.3K)
Filed 2026-10-05
Advisory Solutions Group, LLC
NEW
Shares19,255
Change+19,255
Value$1.5M
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares19,160 from 19,030
Change+130 (+1%)
Value$1.5M (+$59.4K)
Filed 2026-10-19
SigFig Wealth Management, LLC
INCREASED
Shares18,965 from 18,924
Change+41 (+0%)
Value$1.5M (+$51.9K)
Filed 2026-10-07
ETF Store, Inc.
INCREASED
Shares18,950 from 18,940
Change+10 (+0%)
Value$1.5M (+$49.8K)
Filed 2026-10-19
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares18,681 from 18,681
Change0 (0%)
Value$1.5M (+$48.4K)
Filed 2026-10-07
Jordan Park Trust Co LLC
UNCHANGED
Shares18,651 from 18,651
Change0 (0%)
Value$1.5M (+$48.3K)
Filed 2026-10-19
Principle Wealth Partners LLC
UNCHANGED
Shares18,644 from 18,644
Change0 (0%)
Value$1.5M (+$48.3K)
Filed 2026-11-02
Forum Financial Management, LP
UNCHANGED
Shares18,494 from 18,494
Change0 (0%)
Value$1.4M (+$47.9K)
Filed 2026-10-16
First Affirmative Financial Network
NEW
Shares18,460
Change+18,460
Value$1.4M
Filed 2026-10-21
Simon Quick Advisors, LLC
INCREASED
Shares18,423 from 15,370
Change+3,053 (+20%)
Value$1.4M (+$278.2K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares18,256 from 15,259
Change+2,997 (+20%)
Value$1.4M (+$273.6K)
Filed 2026-10-13
Town Capital LLC
INCREASED
Shares18,208 from 10,203
Change+8,005 (+78%)
Value$1.4M (+$651.6K)
Filed 2026-11-03
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares18,150 from 23,000
Change-4,850 (-21%)
Value$1.4M (-$319.2K)
Filed 2026-10-29
Ballew Advisors, Inc
UNCHANGED
Shares18,035 from 18,035
Change0 (0%)
Value$1.4M (+$7.9K)
Filed 2026-10-05
May Hill Capital, LLC
INCREASED
Shares17,977 from 14,801
Change+3,176 (+21%)
Value$1.4M (+$286.4K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
INCREASED
Shares17,899 from 17,487
Change+412 (+2%)
Value$1.4M (+$77.5K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares17,808 from 34,729
Change-16,921 (-49%)
Value$1.4M (-$1.2M)
Filed 2026-10-15
Bright Financial Advisors, Inc.
DECREASED
Shares17,768 from 17,999
Change-231 (-1%)
Value$1.4M (+$28.6K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
INCREASED
Shares17,756 from 14,744
Change+3,012 (+20%)
Value$1.4M (+$287.1K)
Filed 2026-10-27
ERn Financial, LLC
INCREASED
Shares17,750 from 17,059
Change+691 (+4%)
Value$1.4M (+$98.2K)
Filed 2026-10-28
S.A. Mason LLC
INCREASED
Shares17,718 from 17,372
Change+346 (+2%)
Value$1.4M (+$72.0K)
Filed 2026-10-13
Dahring | Cusmano LLC
DECREASED
Shares17,572 from 45,596
Change-28,024 (-61%)
Value$1.4M (-$2.1M)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares17,572 from 15,902
Change+1,670 (+11%)
Value$1.4M (+$171.6K)
Filed 2026-10-20
Cooke Wealth Management, LLC
INCREASED
Shares17,380 from 15,583
Change+1,797 (+12%)
Value$1.4M (+$180.7K)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares17,245 from 17,391
Change-146 (-1%)
Value$1.3M (+$33.6K)
Filed 2026-10-22
Keystone Wealth Services, LLC
INCREASED
Shares17,215 from 15,943
Change+1,272 (+8%)
Value$1.4M (+$147.9K)
Filed 2026-11-03
Tarbox Family Office, Inc.
INCREASED
Shares17,148 from 15,077
Change+2,071 (+14%)
Value$1.3M (+$200.8K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED
Shares17,012 from 16,497
Change+515 (+3%)
Value$1.3M (+$83.0K)
Filed 2026-10-08
Angeles Wealth Management, LLC
INCREASED
Shares17,006 from 13,334
Change+3,672 (+28%)
Value$1.3M (+$321.3K)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares16,801 from 16,094
Change+707 (+4%)
Value$1.3M (+$96.9K)
Filed 2026-11-05
Asempa Wealth Advisors
INCREASED
Shares16,792 from 16,205
Change+587 (+4%)
Value$1.3M (+$94.0K)
Filed 2026-10-07
Capital Investment Advisors, LLC
DECREASED
Shares16,790 from 17,239
Change-449 (-3%)
Value$1.3M (+$9.6K)
Filed 2026-10-22
IPG Investment Advisors LLC
DECREASED
Shares16,737 from 19,621
Change-2,884 (-15%)
Value$1.3M (-$174.4K)
Filed 2026-10-30
Curated Wealth Partners LLC
UNCHANGED
Shares16,522 from 16,522
Change0 (0%)
Value$1.3M (+$42.8K)
Filed 2026-10-15
Vima LLC
DECREASED
Shares16,451 from 16,531
Change-80 (0%)
Value$1.3M (+$36.6K)
Filed 2026-10-23
Milestone Asset Management, LLC
DECREASED
Shares16,393 from 18,395
Change-2,002 (-11%)
Value$1.3M (-$108.7K)
Filed 2026-10-15
Evermay Wealth Management LLC
UNCHANGED
Shares16,329 from 16,329
Change0 (0%)
Value$1.3M (+$42.3K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares16,302 from 14,714
Change+1,588 (+11%)
Value$1.3M (+$162.1K)
Filed 2026-10-13
MFA Wealth Advisors, LLC
DECREASED
Shares16,289 from 23,128
Change-6,839 (-30%)
Value$1.3M (-$474.2K)
Filed 2026-10-07
Atala Financial Inc
UNCHANGED
Shares16,262 from 16,262
Change0 (0%)
Value$1.3M (+$42.1K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
DECREASED
Shares16,186 from 16,846
Change-660 (-4%)
Value$1.3M (-$7.9K)
Filed 2026-11-02
Ellis Investment Partners, LLC
DECREASED
Shares16,027 from 16,348
Change-321 (-2%)
Value$1.3M (+$17.3K)
Filed 2026-10-21
DMC Group, LLC
INCREASED
Shares16,017 from 15,478
Change+539 (+3%)
Value$1.3M (+$82.2K)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares15,907 from 15,810
Change+97 (+1%)
Value$1.2M (+$13.9K)
Filed 2026-10-09
Frankly Finances, LLC
UNCHANGED
Shares15,868 from 15,868
Change0 (0%)
Value$1.2M (+$41.1K)
Filed 2026-10-28
CWA Asset Management Group, LLC
DECREASED
Shares15,847 from 17,178
Change-1,331 (-8%)
Value$1.2M (-$59.5K)
Filed 2026-10-19
MCF Advisors LLC
DECREASED
Shares15,838 from 16,029
Change-191 (-1%)
Value$1.2M (+$26.6K)
Filed 2026-10-28
Wealthstar Advisors, LLC
DECREASED
Shares15,825 from 17,448
Change-1,623 (-9%)
Value$1.2M (-$81.6K)
Filed 2026-10-19
Mraz, Amerine & Associates, Inc.
DECREASED
Shares15,772 from 16,129
Change-357 (-2%)
Value$1.2M (+$13.9K)
Filed 2026-10-30
Maia Wealth LLC
DECREASED
Shares15,721 from 16,451
Change-730 (-4%)
Value$1.2M (-$14.4K)
Filed 2026-10-19
Bdfs Capital LLC
INCREASED
Shares15,662 from 9,966
Change+5,696 (+57%)
Value$1.2M (+$470.6K)
Filed 2026-10-14
Atwater Malick LLC
UNCHANGED
Shares15,573 from 15,573
Change0 (0%)
Value$1.2M (+$40.3K)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
INCREASED
Shares15,427 from 10,652
Change+4,775 (+45%)
Value$1.2M (+$400.5K)
Filed 2026-10-16
Riverbend Wealth Management, LLC
INCREASED
Shares15,346 from 13,224
Change+2,122 (+16%)
Value$1.2M (+$200.0K)
Filed 2026-10-15
Certuity, LLC
UNCHANGED
Shares15,312 from 15,312
Change0 (0%)
Value$1.2M (+$39.7K)
Filed 2026-11-02
Rebalance, LLC
DECREASED
Shares15,087 from 15,137
Change-50 (0%)
Value$1.2M (+$35.3K)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares15,072 from 14,492
Change+580 (+4%)
Value$1.2M (+$82.8K)
Filed 2026-10-22
Northcape Wealth Management, LLC
UNCHANGED
Shares14,960 from 14,960
Change0 (0%)
Value$1.2M (+$38.7K)
Filed 2026-11-04
MBL Wealth, LLC
DECREASED
Shares14,625 from 14,705
Change-80 (-1%)
Value$1.1M (+$31.8K)
Filed 2026-10-22
Strengthening Families & Communities, LLC
INCREASED
Shares14,538 from 14,503
Change+35 (+0%)
Value$1.1M (+$40.3K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares14,508 from 14,508
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Cornerstone Planning Group LLC
INCREASED
Shares14,487 from 14,008
Change+479 (+3%)
Value$1.1M (+$54.3K)
Filed 2026-10-16
Signaturefd, LLC
DECREASED
Shares14,330 from 18,260
Change-3,930 (-22%)
Value$1.1M (-$259.6K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED
Shares14,230 from 14,230
Change0 (0%)
Value$1.1M (+$36.9K)
Filed 2026-10-22
KCM Investment Advisors LLC
INCREASED
Shares14,142 from 14,129
Change+13 (+0%)
Value$1.1M (+$37.6K)
Filed 2026-10-27
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares14,023 from 10,665
Change+3,358 (+31%)
Value$1.1M (+$289.9K)
Filed 2026-10-19
Venture Visionary Partners LLC
DECREASED
Shares13,961 from 15,908
Change-1,947 (-12%)
Value$1.1M (-$110.9K)
Filed 2026-10-07
Swmg, LLC
INCREASED
Shares13,918 from 12,896
Change+1,022 (+8%)
Value$1.1M (+$69.5K)
Filed 2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares13,884 from 14,533
Change-649 (-4%)
Value$1.1M (-$13.0K)
Filed 2026-11-05
Compass Wealth Management, LLC
UNCHANGED
Shares13,838 from 13,838
Change0 (0%)
Value$1.1M (+$35.8K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares13,774 from 13,476
Change+298 (+2%)
Value$1.1M (+$58.3K)
Filed 2026-10-08
One Wealth Capital Management, LLC
DECREASED
Shares13,620 from 16,043
Change-2,423 (-15%)
Value$1.1M (-$147.7K)
Filed 2026-10-23
Embree Financial Group
DECREASED
Shares13,612 from 15,694
Change-2,082 (-13%)
Value$1.1M (-$122.0K)
Filed 2026-10-22
Blue Fin Capital, Inc.
UNCHANGED
Shares13,554 from 13,554
Change0 (0%)
Value$1.1M (+$35.1K)
Filed 2026-10-28
Andrews Advisory Associates, LLC
DECREASED
Shares13,551 from 14,938
Change-1,387 (-9%)
Value$1.1M (-$69.6K)
Filed 2026-10-15
AA Financial Advisors, LLC
INCREASED
Shares13,543 from 13,351
Change+192 (+1%)
Value$1.1M (+$49.5K)
Filed 2026-10-19
Klingman & Associates, LLC
DECREASED
Shares13,515 from 15,015
Change-1,500 (-10%)
Value$1.1M (-$78.3K)
Filed 2026-10-20
Greenspring Advisors, LLC
DECREASED
Shares13,463 from 13,634
Change-171 (-1%)
Value$1.1M (+$22.0K)
Filed 2026-11-05
Polaris Investment Advisors, LLC
DECREASED
Shares13,398 from 13,943
Change-545 (-4%)
Value$1.0M (-$6.5K)
Filed 2026-10-20
PDS Planning, Inc
INCREASED
Shares13,378 from 13,352
Change+26 (+0%)
Value$1.0M (+$36.6K)
Filed 2026-11-03
New York Life Investment Management LLC
NEW
Shares13,317
Change+13,317
Value$1.0M
Filed 2026-11-04
Aspiriant, LLC
DECREASED
Shares13,274 from 13,468
Change-194 (-1%)
Value$1.0M (+$19.7K)
Filed 2026-10-16
Obermeyer Wealth Partners
INCREASED
Shares13,256 from 5,079
Change+8,177 (+161%)
Value$1.0M (+$651.8K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
DECREASED
Shares13,187 from 113,506
Change-100,319 (-88%)
Value$1.0M (-$7.5M)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares13,174 from 9,956
Change+3,218 (+32%)
Value$1.0M (+$277.1K)
Filed 2026-11-04
Mill Capital Management, LLC
UNCHANGED
Shares12,994 from 12,994
Change0 (0%)
Value$1.0M (+$33.7K)
Filed 2026-10-26
TopTier Wealth Management, LLC
UNCHANGED
Shares12,988 from 12,988
Change0 (0%)
Value$1.0M (+$33.6K)
Filed 2026-10-16
North Forty Two & Co.
INCREASED
Shares12,869 from 12,069
Change+800 (+7%)
Value$1.0M (+$93.7K)
Filed 2026-10-19
Hanson & Doremus Investment Management
DECREASED
Shares12,849 from 12,894
Change-45 (0%)
Value$1.0K (-$973.0K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
INCREASED
Shares12,847 from 12,830
Change+17 (+0%)
Value$1.0M (+$34.6K)
Filed 2026-11-02
Sharper & Granite LLC
INCREASED
Shares12,805 from 10,689
Change+2,116 (+20%)
Value$1.1M (+$321.8K)
Filed 2026-11-02
GLR Partners, LLC
INCREASED
Shares12,733 from 11,970
Change+763 (+6%)
Value$994.4K (+$90.6K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED
Shares12,631 from 13,982
Change-1,351 (-10%)
Value$986.5K (-$69.3K)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares12,586 from 12,634
Change-48 (0%)
Value$983.0K (+$29.0K)
Filed 2026-10-13
Ameliora Wealth Management Ltd.
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$976.3K (+$32.4K)
Filed 2026-10-23
Pinnacle Associates LTD
INCREASED
Shares12,300 from 12,228
Change+72 (+1%)
Value$960.6K (+$37.3K)
Filed 2026-10-20
Global Financial Private Client, LLC
INCREASED
Shares12,270 from 12,186
Change+84 (+1%)
Value$958.3K (+$38.1K)
Filed 2026-10-15
Greenleaf Trust
DECREASED
Shares12,260 from 12,280
Change-20 (0%)
Value$957.5K (+$30.2K)
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
INCREASED
Shares12,218 from 10,014
Change+2,204 (+22%)
Value$954.2K (+$198.1K)
Filed 2026-10-15
First Bank & Trust
DECREASED
Shares12,207 from 14,533
Change-2,326 (-16%)
Value$953.4K (-$144.0K)
Filed 2026-10-19
Verus Capital Partners, LLC
INCREASED
Shares12,170 from 12,090
Change+80 (+1%)
Value$950.5K (+$37.6K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares12,145 from 7,484
Change+4,661 (+62%)
Value$948.5K (+$383.4K)
Filed 2026-10-26
McAdam, LLC
DECREASED
Shares12,000 from 12,712
Change-712 (-6%)
Value$937.2K (-$22.7K)
Filed 2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares11,986 from 11,007
Change+979 (+9%)
Value$936.1K (+$105.0K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares11,833 from 7,786
Change+4,047 (+52%)
Value$924.2K (+$336.2K)
Filed 2026-11-05
Colony Family Offices, LLC
UNCHANGED
Shares11,820 from 11,820
Change0 (0%)
Value$923.1K (+$30.6K)
Filed 2026-10-22
Phillips Financial Management, LLC
UNCHANGED
Shares11,764 from 11,764
Change0 (0%)
Value$918.8K (+$30.5K)
Filed 2026-10-19
Kornitzer Capital Management Inc
INCREASED
Shares11,696 from 10,379
Change+1,317 (+13%)
Value$913.5K (+$129.7K)
Filed 2026-11-03
One Advisory Partners, LLC
DECREASED
Shares11,647 from 42,311
Change-30,664 (-72%)
Value$909.6K (-$2.3M)
Filed 2026-10-22
Green Ridge Wealth Planning LLC
INCREASED
Shares11,580 from 11,530
Change+50 (+0%)
Value$904.4K (+$33.8K)
Filed 2026-10-08
Private Client Services, LLC
DECREASED
Shares11,573 from 12,375
Change-802 (-6%)
Value$903.8K (-$30.6K)
Filed 2026-10-02
Jamison Private Wealth Management, Inc.
DECREASED
Shares11,454 from 11,526
Change-72 (-1%)
Value$894.6K (+$24.2K)
Filed 2026-10-14
Lantz Financial LLC
DECREASED
Shares11,454 from 11,471
Change-17 (0%)
Value$894.6K (+$28.4K)
Filed 2026-10-15
Hoxton Planning & Management, LLC
INCREASED
Shares11,428 from 10,585
Change+843 (+8%)
Value$892.5K (+$93.3K)
Filed 2026-10-15
Exchange Bank
DECREASED
Shares11,259 from 11,283
Change-24 (0%)
Value$879.3K (+$27.3K)
Filed 2026-10-07
Regent Peak Wealth Advisors LLC
INCREASED
Shares11,254 from 6,898
Change+4,356 (+63%)
Value$878.9K (+$358.1K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
INCREASED
Shares11,243 from 10,735
Change+508 (+5%)
Value$878.1K (+$67.5K)
Filed 2026-10-19
FFG Partners, LLC
DECREASED
Shares11,096 from 12,618
Change-1,522 (-12%)
Value$866.6K (-$86.2K)
Filed 2026-10-15
RCW Management, LLC
DECREASED
Shares10,988 from 11,020
Change-32 (0%)
Value$858.2K (+$26.0K)
Filed 2026-10-30
Rainier Family Wealth Inc
INCREASED
Shares10,973 from 10,957
Change+16 (+0%)
Value$857.0K (+$29.6K)
Filed 2026-11-02
Diesslin Group, Inc.
UNCHANGED
Shares10,904 from 10,904
Change0 (0%)
Value$851.6K (+$28.2K)
Filed 2026-10-14
Traveka Wealth, LLC
INCREASED
Shares10,898 from 8,506
Change+2,392 (+28%)
Value$851.1K (+$208.8K)
Filed 2026-10-19
Meridian Wealth Management, LLC
DECREASED
Shares10,866 from 11,058
Change-192 (-2%)
Value$848.6K (+$13.6K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares10,807 from 8,532
Change+2,275 (+27%)
Value$844.0K (+$199.8K)
Filed 2026-10-21
Graham Capital Wealth Management, LLC
DECREASED
Shares10,783 from 11,120
Change-337 (-3%)
Value$842.1K (+$2.5K)
Filed 2026-10-26
Beacon Financial Advisory LLC
DECREASED
Shares10,726 from 10,772
Change-46 (0%)
Value$837.7K (+$24.3K)
Filed 2026-10-16
Sentinel Pension Advisors, LLC
INCREASED
Shares10,617 from 10,127
Change+490 (+5%)
Value$829.2K (+$64.6K)
Filed 2026-11-02
Aprio Wealth Management, LLC
INCREASED
Shares10,606 from 3,474
Change+7,132 (+205%)
Value$828.3K (+$566.0K)
Filed 2026-10-28
NWF Advisory Services Inc.
DECREASED
Shares10,590 from 10,770
Change-180 (-2%)
Value$827.1K (+$13.8K)
Filed 2026-10-19
King Luther Capital Management Corp
DECREASED
Shares10,393 from 11,028
Change-635 (-6%)
Value$811.7K (-$21.0K)
Filed 2026-11-05
Essex Bank
INCREASED
Shares10,371 from 10,093
Change+278 (+3%)
Value$810.0K (+$47.9K)
Filed 2026-10-16
Urban Wealth Management, LLC
UNCHANGED
Shares10,322 from 10,322
Change0 (0%)
Value$806.1K (+$26.7K)
Filed 2026-10-21
BXM Wealth LLC
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$804.4K (+$26.7K)
Filed 2026-11-03
Alchemi Wealth, LLC
INCREASED
Shares10,266 from 3,626
Change+6,640 (+183%)
Value$801.8K (+$528.0K)
Filed 2026-11-04
TritonPoint Partners, LLC
INCREASED
Shares10,217 from 2,705
Change+7,512 (+278%)
Value$797.9K (+$593.7K)
Filed 2026-11-05
Central Bank & Trust Co
DECREASED
Shares10,216 from 10,606
Change-390 (-4%)
Value$797.8K (-$3.0K)
Filed 2026-10-09
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares10,153 from 10,153
Change0 (0%)
Value$792.9K (+$21.7K)
Filed 2026-10-09
Appleton Partners Inc
UNCHANGED
Shares10,150 from 10,150
Change0 (0%)
Value$793.0K (+$27.0K)
Filed 2026-10-30
Cove Private Wealth, LLC
DECREASED
Shares10,140 from 10,195
Change-55 (-1%)
Value$791.9K (+$22.1K)
Filed 2026-10-28
LVW Advisors, LLC
UNCHANGED
Shares10,120 from 10,120
Change0 (0%)
Value$790.4K (+$26.2K)
Filed 2026-10-19
High Point Wealth Management, LLC
INCREASED
Shares10,117 from 8,547
Change+1,570 (+18%)
Value$790.1K (+$144.8K)
Filed 2026-11-05
Phoenix Wealth Advisors
DECREASED
Shares10,070 from 10,215
Change-145 (-1%)
Value$786.5K (+$15.1K)
Filed 2026-11-03
Balefire, LLC
INCREASED
Shares10,065 from 5,083
Change+4,982 (+98%)
Value$786.1K (+$402.3K)
Filed 2026-10-09
Hengehold Capital Management LLC
INCREASED
Shares10,060 from 10,000
Change+60 (+1%)
Value$785.7K (+$30.6K)
Filed 2026-10-16
CX Institutional
DECREASED
Shares10,019 from 10,114
Change-95 (-1%)
Value$782 (+$18)
Filed 2026-10-02
SWP Financial LLC
INCREASED
Shares10,010 from 9,500
Change+510 (+5%)
Value$781.8K (+$64.4K)
Filed 2026-10-23
Bensler, LLC
DECREASED
Shares9,793 from 27,184
Change-17,391 (-64%)
Value$764.8K (-$1.3M)
Filed 2026-11-05
Riggs Asset Managment Co. Inc.
DECREASED
Shares9,735 from 9,915
Change-180 (-2%)
Value$760.3K (+$11.6K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED
Shares9,729 from 9,729
Change0 (0%)
Value$759.8K (+$25.2K)
Filed 2026-10-16
Hamilton Capital, LLC
UNCHANGED
Shares9,704 from 9,704
Change0 (0%)
Value$757.9K (+$25.1K)
Filed 2026-10-08
EPG Wealth Management LLC
UNCHANGED
Shares9,670 from 9,670
Change0 (0%)
Value$755.2K (+$25.0K)
Filed 2026-11-03
Black Diamond Financial, LLC
UNCHANGED
Shares9,605 from 9,605
Change0 (0%)
Value$750.2K (+$24.9K)
Filed 2026-10-26
BostonPremier Wealth LLC
INCREASED
Shares9,513 from 6,600
Change+2,913 (+44%)
Value$743.0K (+$244.6K)
Filed 2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED
Shares9,475 from 9,475
Change0 (0%)
Value$740.0K (+$24.5K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares9,437 from 10,238
Change-801 (-8%)
Value$737.0K (-$36.0K)
Filed 2026-10-08
Hazlett, Burt & Watson, Inc.
INCREASED
Shares9,428 from 8,601
Change+827 (+10%)
Value$113.6K (+$49.0K)
Filed 2026-11-04
GC Wealth Management RIA, LLC
DECREASED
Shares9,421 from 9,601
Change-180 (-2%)
Value$735.8K (+$10.8K)
Filed 2026-11-02
Councilor Wealth, LLC
DECREASED
Shares9,335 from 9,377
Change-42 (0%)
Value$729.1K (+$21.0K)
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares9,304 from 4,429
Change+4,875 (+110%)
Value$726.6K (+$392.2K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares9,285 from 8,900
Change+385 (+4%)
Value$725.2K (+$53.1K)
Filed 2026-10-29
J.M. Arbour, LLC
INCREASED
Shares9,239 from 8,341
Change+898 (+11%)
Value$721.6K (+$91.7K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED
Shares9,218 from 8,515
Change+703 (+8%)
Value$719.9K (+$77.0K)
Filed 2026-11-04
IFC & Insurance Marketing, Inc.
INCREASED
Shares9,216 from 8,036
Change+1,180 (+15%)
Value$719.8K (+$113.0K)
Filed 2026-10-16
Doliver Advisors, LP
UNCHANGED
Shares9,215 from 9,215
Change0 (0%)
Value$719.7K (+$23.9K)
Filed 2026-10-01
Accredited Investors Inc.
UNCHANGED
Shares9,214 from 9,214
Change0 (0%)
Value$719.6K (+$23.9K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
DECREASED
Shares9,197 from 9,997
Change-800 (-8%)
Value$718.3K (-$36.6K)
Filed 2026-10-27
Proathlete Wealth Management LLC
INCREASED
Shares9,182 from 9,169
Change+13 (+0%)
Value$717.1K (+$24.8K)
Filed 2026-10-15
South Shore Capital Advisors
DECREASED
Shares9,161 from 10,086
Change-925 (-9%)
Value$715.5K (-$46.1K)
Filed 2026-10-20
Endowment Wealth Management, Inc.
INCREASED
Shares9,160 from 7,776
Change+1,384 (+18%)
Value$715.4K (+$128.2K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
NEW
Shares9,142
Change+9,142
Value$713.6K
Filed 2026-10-27
SFE Investment Counsel
UNCHANGED
Shares9,124 from 9,124
Change0 (0%)
Value$712.6K (+$23.6K)
Filed 2026-10-29
First Growth Capital LLC
INCREASED
Shares9,056 from 8,698
Change+358 (+4%)
Value$707.3K (+$50.5K)
Filed 2026-10-15
Atlatl Advisers LLC
DECREASED
Shares9,053 from 9,414
Change-361 (-4%)
Value$707.0K (-$3.8K)
Filed 2026-10-22
Nilsine Partners, LLC
INCREASED
Shares9,046 from 8,973
Change+73 (+1%)
Value$706.5K (+$28.9K)
Filed 2026-11-02
Mission Financial Group, LLC
DECREASED
Shares9,024 from 9,273
Change-249 (-3%)
Value$704.8K (+$4.6K)
Filed 2026-10-21
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$702.9K (+$23.3K)
Filed 2026-10-23
Firethorn Wealth Partners, LLC
DECREASED
Shares8,963 from 9,519
Change-556 (-6%)
Value$700.0K (-$18.7K)
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
DECREASED
Shares8,873 from 22,826
Change-13,953 (-61%)
Value$693.0K (-$1.0M)
Filed 2026-10-09
Advisory Advocates, LLC
DECREASED
Shares8,753 from 9,077
Change-324 (-4%)
Value$683.6K (-$1.8K)
Filed 2026-11-05
United Advisor Group, LLC
NEW
Shares8,731
Change+8,731
Value$681.9K
Filed 2026-11-03
Accelerate Investment Advisors LLC
INCREASED
Shares8,675 from 2,958
Change+5,717 (+193%)
Value$677.5K (+$454.2K)
Filed 2026-11-02
Towne Trust Company, N.a
DECREASED
Shares8,631 from 9,291
Change-660 (-7%)
Value$674.1K (-$27.5K)
Filed 2026-10-28
Fort Washington Investment Advisors Inc
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$671.7K (+$22.3K)
Filed 2026-10-15
Greenwood Gearhart LLC
INCREASED
Shares8,520 from 7,479
Change+1,041 (+14%)
Value$665.4K (+$100.7K)
Filed 2026-11-02
First Nebraska Trust Co
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$663.8K (+$22.0K)
Filed 2026-10-30
Flagstar Securities, Inc
INCREASED
Shares8,493 from 5,950
Change+2,543 (+43%)
Value$663.3K (+$213.9K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
DECREASED
Shares8,466 from 9,158
Change-692 (-8%)
Value$661.2K (-$30.3K)
Filed 2026-11-03
W Advisors, LLC
INCREASED
Shares8,377 from 5,573
Change+2,804 (+50%)
Value$654.2K (+$233.4K)
Filed 2026-11-02
BKM Wealth Management, LLC
DECREASED
Shares8,317 from 8,824
Change-507 (-6%)
Value$649.6K (-$16.7K)
Filed 2026-10-22
Sheets Smith Wealth Management
DECREASED
Shares8,312 from 9,748
Change-1,436 (-15%)
Value$649.2K (-$86.9K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
DECREASED
Shares8,278 from 9,176
Change-898 (-10%)
Value$646.5K (-$46.4K)
Filed 2026-10-21
Compass Ion Advisors, LLC
DECREASED
Shares8,229 from 8,520
Change-291 (-3%)
Value$642.7K (-$661)
Filed 2026-10-23
Worth Financial Advisory Group, LLC
DECREASED
Shares8,197 from 8,252
Change-55 (-1%)
Value$640.2K (+$17.1K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
DECREASED
Shares8,188 from 10,294
Change-2,106 (-20%)
Value$639.5K (-$137.8K)
Filed 2026-10-21
Tcfg Investment Advisors, LLC
DECREASED
Shares8,120 from 9,086
Change-966 (-11%)
Value$634.2K (-$51.9K)
Filed 2026-10-20
Sterling Investment Advisors LLC
INCREASED
Shares8,101 from 8,061
Change+40 (+1%)
Value$632.7K (+$24.0K)
Filed 2026-10-27
Meyer Handelman Co
UNCHANGED
Shares8,071 from 8,071
Change0 (0%)
Value$630.3K (+$20.9K)
Filed 2026-10-28
Quantify Chaos Advisors, LLC
UNCHANGED
Shares7,976 from 7,976
Change0 (0%)
Value$622.9K (+$20.7K)
Filed 2026-11-04
Smart Wealth LLC
INCREASED
Shares7,903 from 7,190
Change+713 (+10%)
Value$617.2K (+$74.3K)
Filed 2026-11-04
West Paces Advisors Inc.
INCREASED
Shares7,875 from 6,939
Change+936 (+13%)
Value$615.0K (+$91.1K)
Filed 2026-10-13
International Private Wealth Advisors LLC
INCREASED
Shares7,866 from 5,162
Change+2,704 (+52%)
Value$614.3K (+$224.6K)
Filed 2026-11-05
Midwest Financial Group LLC
INCREASED
Shares7,864 from 7,024
Change+840 (+12%)
Value$614.2K (+$83.8K)
Filed 2026-10-15
CGN Advisors LLC
INCREASED
Shares7,847 from 7,360
Change+487 (+7%)
Value$612.8K (+$57.1K)
Filed 2026-10-21
Stegent Equity Advisors, Inc.
UNCHANGED
Shares7,832 from 7,832
Change0 (0%)
Value$611.7K (+$20.3K)
Filed 2026-10-13
Viewpoint Capital Management LLC
INCREASED
Shares7,809 from 3,359
Change+4,450 (+132%)
Value$609.9K (+$356.2K)
Filed 2026-10-27
Financial Partners Group, Inc
INCREASED
Shares7,795 from 7,522
Change+273 (+4%)
Value$608.8K (+$40.8K)
Filed 2026-10-19
Patten & Patten Inc
DECREASED
Shares7,793 from 7,818
Change-25 (0%)
Value$608.6K (+$18.3K)
Filed 2026-10-26
Whelan Financial
INCREASED
Shares7,752 from 7,450
Change+302 (+4%)
Value$605.4K (+$42.9K)
Filed 2026-10-28
Calamos Wealth Management LLC
INCREASED
Shares7,672 from 6,812
Change+860 (+13%)
Value$599.2K (+$84.8K)
Filed 2026-11-02
Wealth Effects LLC
INCREASED
Shares7,653 from 4,667
Change+2,986 (+64%)
Value$597.7K (+$245.3K)
Filed 2026-10-23
American National Bank & Trust
DECREASED
Shares7,618 from 12,441
Change-4,823 (-39%)
Value$595.0K (-$344.5K)
Filed 2026-10-07
Revisor Wealth Management LLC
NEW
Shares7,585
Change+7,585
Value$594.2K
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares7,568 from 7,568
Change0 (0%)
Value$591.1K (+$19.6K)
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED
Shares7,524 from 7,037
Change+487 (+7%)
Value$587.6K (+$56.3K)
Filed 2026-10-05
Arrien Investments, Inc.
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$585.8K (+$19.4K)
Filed 2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$585.8K (+$19.4K)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
DECREASED
Shares7,442 from 8,119
Change-677 (-8%)
Value$581.2K (-$31.8K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
NEW
Shares7,428
Change+7,428
Value$580.2K
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares7,405 from 7,420
Change-15 (0%)
Value$578.3K (+$18.0K)
Filed 2026-11-04
Alken Asset Management Ltd
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$410 ($0)
Filed 2026-10-20
Durante & Waters, LLC
UNCHANGED
Shares7,380 from 7,380
Change0 (0%)
Value$576.4K (+$19.1K)
Filed 2026-10-28
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares7,378 from 7,220
Change+158 (+2%)
Value$576.2K (+$31.0K)
Filed 2026-10-27
XML Financial, LLC
INCREASED
Shares7,368 from 6,842
Change+526 (+8%)
Value$575.4K (+$58.8K)
Filed 2026-10-29
KW Wealth Management LLC
NEW
Shares7,338
Change+7,338
Value$573.1K
Filed 2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED
Shares7,307 from 7,307
Change0 (0%)
Value$570.7K (+$18.9K)
Filed 2026-10-22
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares7,287 from 6,343
Change+944 (+15%)
Value$569.1K (+$90.2K)
Filed 2026-11-03
Lake Street Private Wealth, LLC
INCREASED
Shares7,268 from 6,861
Change+407 (+6%)
Value$567.6K (+$49.5K)
Filed 2026-10-22
Aries Wealth Management
UNCHANGED
Shares7,247 from 7,247
Change0 (0%)
Value$566.0K (+$18.8K)
Filed 2026-10-23
First City Capital Management, Inc.
INCREASED
Shares7,237 from 7,139
Change+98 (+1%)
Value$565.2K (+$26.1K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
INCREASED
Shares7,232 from 7,220
Change+12 (+0%)
Value$564.8K (+$19.6K)
Filed 2026-10-08
J. Safra Sarasin Holding AG
DECREASED
Shares7,218 from 9,718
Change-2,500 (-26%)
Value$563.7K (-$170.3K)
Filed 2026-10-26
First Citizens Bank & Trust Co
NEW
Shares7,168
Change+7,168
Value$559.8K
Filed 2026-10-14
Capital Squared Financial LLC
DECREASED
Shares7,149 from 7,211
Change-62 (-1%)
Value$558.3K (+$13.8K)
Filed 2026-10-30
Fiduciary Alliance LLC
DECREASED
Shares7,143 from 7,344
Change-201 (-3%)
Value$557.9K (+$3.3K)
Filed 2026-10-13
Financial Synergies Wealth Advisors, Inc.
UNCHANGED
Shares7,143 from 7,143
Change0 (0%)
Value$557.9K (+$18.5K)
Filed 2026-10-16
Investment Management Corp
INCREASED
Shares7,129 from 6,857
Change+272 (+4%)
Value$556.8K (+$39.0K)
Filed 2026-11-03
Dynamic Financial Group
INCREASED
Shares7,117 from 6,686
Change+431 (+6%)
Value$555.8K (+$50.9K)
Filed 2026-10-28
Atlas Wealth Partners, LLC
INCREASED
Shares7,109 from 6,847
Change+262 (+4%)
Value$555.2K (+$38.2K)
Filed 2026-11-03
Solidarity Wealth, LLC
UNCHANGED
Shares7,087 from 7,087
Change0 (0%)
Value$553.5K (+$18.4K)
Filed 2026-10-15
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares6,997 from 6,997
Change0 (0%)
Value$546.5K (+$18.1K)
Filed 2026-10-23
Nemes Rush Group LLC
UNCHANGED
Shares6,982 from 6,982
Change0 (0%)
Value$545.3K (+$18.1K)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares6,911 from 6,816
Change+95 (+1%)
Value$539.7K (+$25.1K)
Filed 2026-10-20
Howard Capital Management, LLC
NEW
Shares6,875
Change+6,875
Value$536.9K
Filed 2026-10-16
International Assets Investment Management, LLC
DECREASED
Shares6,871 from 7,054
Change-183 (-3%)
Value$539.2K (+$3.3K)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares6,868 from 6,845
Change+23 (+0%)
Value$536.4K (+$19.5K)
Filed 2026-10-23
Cambridge Advisors Inc.
DECREASED
Shares6,848 from 6,863
Change-15 (0%)
Value$534.8K (+$16.6K)
Filed 2026-10-19
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares6,839 from 6,839
Change0 (0%)
Value$534.1K (+$17.7K)
Filed 2026-10-28
Soltis Investment Advisors LLC
DECREASED
Shares6,816 from 7,374
Change-558 (-8%)
Value$532.3K (-$24.4K)
Filed 2026-10-28
Rare Wolf Capital LLC
INCREASED
Shares6,812 from 5,260
Change+1,552 (+30%)
Value$532.0K (+$134.8K)
Filed 2026-10-20
CRA Financial Services, LLC
INCREASED
Shares6,781 from 6,771
Change+10 (+0%)
Value$529.6K (+$18.3K)
Filed 2026-10-16
Journey Advisory Group, LLC
DECREASED
Shares6,777 from 6,927
Change-150 (-2%)
Value$529.3K (+$6.2K)
Filed 2026-11-04
Reap Financial Group, LLC
UNCHANGED
Shares6,761 from 6,761
Change0 (0%)
Value$528.0K (+$17.5K)
Filed 2026-11-02
SFI Advisors, LLC
NEW
Shares6,752
Change+6,752
Value$527.3K
Filed 2026-10-30
Fortune Financial Group, Inc.
DECREASED
Shares6,737 from 7,404
Change-667 (-9%)
Value$526.2K (-$32.9K)
Filed 2026-10-22
McAlvany Wealth Management LLC
DECREASED
Shares6,729 from 6,800
Change-71 (-1%)
Value$525.5K (+$12.1K)
Filed 2026-10-29
Integral Investment Advisors, Inc.
UNCHANGED
Shares6,692 from 6,692
Change0 (0%)
Value$522.6K (+$17.3K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares6,663 from 6,375
Change+288 (+5%)
Value$520.4K (+$39.0K)
Filed 2026-11-04
Wynn Capital, LLC
UNCHANGED
Shares6,646 from 6,646
Change0 (0%)
Value$519.1K (+$17.2K)
Filed 2026-10-13
West Branch Capital LLC
UNCHANGED
Shares6,630 from 6,630
Change0 (0%)
Value$517.8K (+$17.2K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares6,557 from 6,782
Change-225 (-3%)
Value$512.1K (-$7)
Filed 2026-11-05
Wealth Architects, LLC
INCREASED
Shares6,536 from 6,257
Change+279 (+4%)
Value$510.5K (+$38.0K)
Filed 2026-11-03
Pullen Investment Management, LLC
UNCHANGED
Shares6,487 from 6,487
Change0 (0%)
Value$506.6K (+$16.8K)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
UNCHANGED
Shares6,485 from 6,485
Change0 (0%)
Value$506.5K (+$16.8K)
Filed 2026-10-26
Nixon Peabody Trust Co
UNCHANGED
Shares6,479 from 6,479
Change0 (0%)
Value$506.0K (+$16.8K)
Filed 2026-10-23
Victory Financial Group, LLC
INCREASED
Shares6,476 from 6,375
Change+101 (+2%)
Value$505.8K (+$24.4K)
Filed 2026-10-27
Chesley Taft & Associates LLC
DECREASED
Shares6,414 from 7,202
Change-788 (-11%)
Value$500.9K (-$42.9K)
Filed 2026-10-13
Retirement Wealth Solutions LLC
INCREASED
Shares6,386 from 6,163
Change+223 (+4%)
Value$498.7K (+$33.4K)
Filed 2026-10-07
Integrity Advisory Solutions, LLC
INCREASED
Shares6,374 from 4,357
Change+2,017 (+46%)
Value$497.9K (+$168.9K)
Filed 2026-10-29
TCP Asset Management, LLC
INCREASED
Shares6,339 from 6,275
Change+64 (+1%)
Value$494.1K (+$20.3K)
Filed 2026-10-14
Washington Trust Co
UNCHANGED
Shares6,285 from 6,285
Change0 (0%)
Value$490.9K (+$16.3K)
Filed 2026-10-22
Gateway Investment Advisers LLC
UNCHANGED
Shares6,281 from 6,281
Change0 (0%)
Value$490.5K (+$16.3K)
Filed 2026-10-13
Professional Advisory Services Inc
DECREASED
Shares6,280 from 6,410
Change-130 (-2%)
Value$490 (+$6)
Filed 2026-10-08
Shepherd Street Advisors LLC
INCREASED
Shares6,268 from 6,233
Change+35 (+1%)
Value$491.0K (+$15.6K)
Filed 2026-10-21
Joseph P. Lucia & Associates, LLC
INCREASED
Shares6,258 from 6,188
Change+70 (+1%)
Value$488.8K (+$21.5K)
Filed 2026-10-30
Howard Financial Services, Ltd.
INCREASED
Shares6,209 from 6,023
Change+186 (+3%)
Value$484.9K (+$30.1K)
Filed 2026-10-15
Cooper S Advisors, LLC
DECREASED
Shares6,173 from 6,548
Change-375 (-6%)
Value$482.1K (-$12.3K)
Filed 2026-11-03
Root Financial Partners, LLC
INCREASED
Shares6,156 from 6,050
Change+106 (+2%)
Value$480.8K (+$23.9K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
INCREASED
Shares6,154 from 5,811
Change+343 (+6%)
Value$480.6K (+$41.8K)
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares6,135 from 5,605
Change+530 (+9%)
Value$479.1K (+$55.9K)
Filed 2026-10-29
Sound Income Strategies, LLC
DECREASED
Shares6,132 from 7,671
Change-1,539 (-20%)
Value$476.2K (-$103.0K)
Filed 2026-10-09
FSA Wealth Partners, Inc.
NEW
Shares6,104
Change+6,104
Value$476.7K
Filed 2026-10-26
Spinnaker Investment Group, LLC
DECREASED
Shares6,071 from 6,086
Change-15 (0%)
Value$474.2K (+$14.6K)
Filed 2026-10-13
Integrity Investment Advisors, LLC
UNCHANGED
Shares6,068 from 6,068
Change0 (0%)
Value$473.9K (+$15.7K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares6,050 from 5,361
Change+689 (+13%)
Value$472.5K (+$67.7K)
Filed 2026-10-26
Penobscot Wealth Management
INCREASED
Shares6,005 from 3,546
Change+2,459 (+69%)
Value$469.0K (+$201.2K)
Filed 2026-10-21
One Day In July LLC
UNCHANGED
Shares5,983 from 5,983
Change0 (0%)
Value$467.3K (+$15.5K)
Filed 2026-10-30
Quantum Financial Partners LLC
INCREASED
Shares5,950 from 4,300
Change+1,650 (+38%)
Value$464.7K (+$140.0K)
Filed 2026-10-19
Clay Northam Wealth Management, LLC
DECREASED
Shares5,939 from 6,074
Change-135 (-2%)
Value$463.8K (+$5.2K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
INCREASED
Shares5,938 from 5,250
Change+688 (+13%)
Value$463.8K (+$67.3K)
Filed 2026-10-05
City Center Advisors, LLC
DECREASED
Shares5,921 from 5,925
Change-4 (0%)
Value$462.4K (+$15.0K)
Filed 2026-10-08
North Star Investment Management Corp.
INCREASED
Shares5,881 from 5,081
Change+800 (+16%)
Value$459.3K (+$75.6K)
Filed 2026-10-27
Moulton Wealth Management, Inc
DECREASED
Shares5,855 from 5,955
Change-100 (-2%)
Value$459.4K (+$3.7K)
Filed 2026-10-13
Rossmore Private Capital
INCREASED
Shares5,850 from 5,540
Change+310 (+6%)
Value$456.9K (+$38.6K)
Filed 2026-10-27
Williams & Novak Wealth Management, LLC
DECREASED
Shares5,834 from 5,924
Change-90 (-2%)
Value$455.6K (+$8.3K)
Filed 2026-10-09
Tactive Advisors, LLC
UNCHANGED
Shares5,767 from 5,767
Change0 (0%)
Value$450.4K (+$14.9K)
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares5,743 from 5,743
Change0 (0%)
Value$448.5K (+$14.9K)
Filed 2026-10-29
Wespac Advisors, LLC
DECREASED
Shares5,732 from 16,107
Change-10,375 (-64%)
Value$447.7K (-$768.6K)
Filed 2026-10-26
TruNorth Capital Management, LLC
INCREASED
Shares5,732 from 4,952
Change+780 (+16%)
Value$447.7K (+$73.7K)
Filed 2026-10-14
Tempus Wealth Planning, LLC
INCREASED
Shares5,730 from 4,276
Change+1,454 (+34%)
Value$447.5K (+$124.6K)
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares5,703 from 5,419
Change+284 (+5%)
Value$445.4K (+$36.2K)
Filed 2026-10-30
Pillar Financial Advisors, LLC
UNCHANGED
Shares5,670 from 5,670
Change0 (0%)
Value$442.8K (+$14.7K)
Filed 2026-10-21
ARS Wealth Advisors Group, LLC
INCREASED
Shares5,668 from 5,594
Change+74 (+1%)
Value$442.7K (+$20.3K)
Filed 2026-10-16
Smith Salley Wealth Management
NEW
Shares5,637
Change+5,637
Value$440.3K
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares5,573 from 5,156
Change+417 (+8%)
Value$432.5K (+$43.1K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
UNCHANGED
Shares5,539 from 5,539
Change0 (0%)
Value$432.6K (+$14.3K)
Filed 2026-11-03
Lyell Wealth Management, LP
INCREASED
Shares5,517 from 3,517
Change+2,000 (+57%)
Value$430.9K (+$165.3K)
Filed 2026-10-30
BCU Wealth Advisors, LLC
INCREASED
Shares5,512 from 5,013
Change+499 (+10%)
Value$430.5K (+$52.0K)
Filed 2026-10-16
Future Financial Wealth Managment LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$429.6K (+$10.7K)
Filed 2026-10-15
Sanders Morris Harris LLC
NEW
Shares5,498
Change+5,498
Value$443.5K
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares5,496 from 6,950
Change-1,454 (-21%)
Value$429.2K (-$95.6K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
DECREASED
Shares5,453 from 5,700
Change-247 (-4%)
Value$425.8K (-$4.5K)
Filed 2026-10-13
Helium Advisors LLC
DECREASED
Shares5,451 from 5,630
Change-179 (-3%)
Value$425.7K (+$602)
Filed 2026-10-23
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares5,409 from 5,209
Change+200 (+4%)
Value$422.4K (+$29.1K)
Filed 2026-10-22
Colton Groome Financial Advisors, LLC
NEW
Shares5,398
Change+5,398
Value$421.6K
Filed 2026-10-06
Prentiss Smith & Co Inc
UNCHANGED
Shares5,391 from 5,391
Change0 (0%)
Value$421.0K (+$14.0K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
INCREASED
Shares5,363 from 5,024
Change+339 (+7%)
Value$420.3K (+$30.9K)
Filed 2026-10-19
Busey Bank
DECREASED
Shares5,359 from 5,485
Change-126 (-2%)
Value$418.5K (+$4.4K)
Filed 2026-10-26
Madson Wealth Advisors Inc
DECREASED
Shares5,341 from 6,754
Change-1,413 (-21%)
Value$417.1K (-$92.9K)
Filed 2026-10-13
Fiduciary Family Office, LLC
UNCHANGED
Shares5,249 from 5,249
Change0 (0%)
Value$409.9K (+$13.6K)
Filed 2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares5,243 from 5,143
Change+100 (+2%)
Value$409.5K (+$21.1K)
Filed 2026-10-15
Birchwood Financial Partners, Inc.
UNCHANGED
Shares5,217 from 5,217
Change0 (0%)
Value$407.4K (+$13.5K)
Filed 2026-11-02
Continuum Wealth Advisors, LLC
DECREASED
Shares5,213 from 5,231
Change-18 (0%)
Value$407.1K (+$12.1K)
Filed 2026-10-20
Naples Global Advisors, LLC
UNCHANGED
Shares5,213 from 5,213
Change0 (0%)
Value$407.1K (+$13.5K)
Filed 2026-11-05
Nolet Wealth Management, LLC
INCREASED
Shares5,195 from 5,117
Change+78 (+2%)
Value$405.7K (+$19.3K)
Filed 2026-10-15
Woodward Diversified Capital, LLC
DECREASED
Shares5,190 from 5,326
Change-136 (-3%)
Value$405.3K (+$3.2K)
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares5,190 from 5,190
Change0 (0%)
Value$405.3K (+$13.4K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
UNCHANGED
Shares5,187 from 5,187
Change0 (0%)
Value$405.1K (+$13.4K)
Filed 2026-10-29
BlueChip Wealth Advisors LLC
INCREASED
Shares5,147 from 4,882
Change+265 (+5%)
Value$402.0K (+$33.3K)
Filed 2026-11-03
Lesa Sroufe & Co
UNCHANGED
Shares5,142 from 5,142
Change0 (0%)
Value$402.0K (+$14.0K)
Filed 2026-10-29
Sincerus Advisory, LLC
UNCHANGED
Shares5,133 from 5,133
Change0 (0%)
Value$400.9K (+$13.3K)
Filed 2026-10-09
Cottage Street Advisors LLC
INCREASED
Shares5,124 from 4,189
Change+935 (+22%)
Value$400.2K (+$83.9K)
Filed 2026-10-19
Crumly & Associates Inc.
INCREASED
Shares5,117 from 4,797
Change+320 (+7%)
Value$399.6K (+$37.4K)
Filed 2026-10-07
Arbor Investment Advisors, LLC
DECREASED
Shares5,100 from 5,521
Change-421 (-8%)
Value$398.3K (-$18.6K)
Filed 2026-10-26
Asset Dedication, LLC
INCREASED
Shares5,080 from 4,978
Change+102 (+2%)
Value$396.7K (+$20.9K)
Filed 2026-11-03
Avid Wealth Partners LLC
DECREASED
Shares5,077 from 10,296
Change-5,219 (-51%)
Value$396.5K (-$380.9K)
Filed 2026-11-03
Norden Group LLC
UNCHANGED
Shares5,073 from 5,073
Change0 (0%)
Value$396.2K (+$13.1K)
Filed 2026-10-20
55 North Private Wealth, LLC
INCREASED
Shares5,036 from 3,870
Change+1,166 (+30%)
Value$393.3K (+$101.1K)
Filed 2026-10-20
Two West Capital Advisors LLC
INCREASED
Shares5,006 from 4,670
Change+336 (+7%)
Value$393.1K (+$41.2K)
Filed 2026-10-15
Foster Group, Inc.
UNCHANGED
Shares5,006 from 5,006
Change0 (0%)
Value$391.0K (+$13.0K)
Filed 2026-10-13
Virtue Capital Management, LLC
INCREASED
Shares4,987 from 3,783
Change+1,204 (+32%)
Value$389.5K (+$103.8K)
Filed 2026-10-29
Johnson Financial Group, LLC
UNCHANGED
Shares4,976 from 4,976
Change0 (0%)
Value$388.6K (+$12.9K)
Filed 2026-11-03
Foundation Wealth Management, LLC
NEW
Shares4,974
Change+4,974
Value$388.5K
Filed 2026-10-22
Sound Stewardship, LLC
UNCHANGED
Shares4,965 from 4,965
Change0 (0%)
Value$387.8K (+$12.9K)
Filed 2026-10-14
Stone Summit Wealth LLC
UNCHANGED
Shares4,960 from 4,960
Change0 (0%)
Value$387.4K (+$12.8K)
Filed 2026-10-14
BLB&B Advisors, LLC
INCREASED
Shares4,937 from 4,502
Change+435 (+10%)
Value$385.6K (+$45.6K)
Filed 2026-10-27
Dagco, Inc.
UNCHANGED
Shares4,925 from 4,925
Change0 (0%)
Value$384.6K (+$12.8K)
Filed 2026-10-20
Schear Investment Advisers, LLC
NEW
Shares4,908
Change+4,908
Value$383.3K
Filed 2026-10-14
Tempo Wealth, LLC
UNCHANGED
Shares4,908 from 4,908
Change0 (0%)
Value$383.3K (+$12.7K)
Filed 2026-10-14
Elevated Financial Group LLC
DECREASED
Shares4,901 from 61,028
Change-56,127 (-92%)
Value$382.8K (-$4.2M)
Filed 2026-10-16
Joel Isaacson & Co., LLC
INCREASED
Shares4,880 from 4,637
Change+243 (+5%)
Value$381.1K (+$31.0K)
Filed 2026-11-05
Koa Wealth Management, LLC
DECREASED
Shares4,872 from 5,139
Change-267 (-5%)
Value$380.5K (-$7.5K)
Filed 2026-10-14
Columbia Bank
INCREASED
Shares4,850 from 4,230
Change+620 (+15%)
Value$378.8K (+$59.4K)
Filed 2026-10-29
Genesis Private Wealth, LLC
DECREASED
Shares4,825 from 4,868
Change-43 (-1%)
Value$376.8K (+$9.3K)
Filed 2026-11-02
DBK Financial Counsel, LLC
UNCHANGED
Shares4,821 from 4,821
Change0 (0%)
Value$376.5K (+$12.5K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
NEW
Shares4,811
Change+4,811
Value$375.7K
Filed 2026-10-29
Aspen Investment Management Inc
DECREASED
Shares4,808 from 5,408
Change-600 (-11%)
Value$376.0K (+$375.6K)
Filed 2026-11-05
TFB Advisors LLC
NEW
Shares4,758
Change+4,758
Value$371.6K
Filed 2026-11-02
Lavelle Capital LP
UNCHANGED
Shares4,751 from 4,751
Change0 (0%)
Value$371.1K (+$12.3K)
Filed 2026-11-03
Kestra Investment Management, LLC
INCREASED
Shares4,718 from 4,364
Change+354 (+8%)
Value$368.5K (+$39.0K)
Filed 2026-11-04
Alliance Private Wealth, LLC
UNCHANGED
Shares4,708 from 4,708
Change0 (0%)
Value$367.7K (+$12.2K)
Filed 2026-10-20
Warren Street Wealth Advisors, LLC
DECREASED
Shares4,692 from 4,695
Change-3 (0%)
Value$366.4K (+$11.9K)
Filed 2026-11-04
Unique Wealth Strategies, LLC
UNCHANGED
Shares4,668 from 4,668
Change0 (0%)
Value$352.5K ($0)
Filed 2026-10-13
Ulrich Consultants & Investment Group, LLC
NEW
Shares4,665
Change+4,665
Value$364.3K
Filed 2026-10-13
Mechanics Financial Corp
DECREASED
Shares4,659 from 4,954
Change-295 (-6%)
Value$363.9K (-$10.2K)
Filed 2026-11-05
Henderson Brothers Financial Partners, LLC
UNCHANGED
Shares4,653 from 4,653
Change0 (0%)
Value$363.4K (+$12.1K)
Filed 2026-11-03
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$363.2K (+$12.0K)
Filed 2026-10-22
Cornerstone Planning, LLC
UNCHANGED
Shares4,621 from 4,621
Change0 (0%)
Value$349.3K (+$386)
Filed 2026-10-27
Benin Management Corp
UNCHANGED
Shares4,608 from 4,608
Change0 (0%)
Value$359.9K (+$11.9K)
Filed 2026-10-22
Absolute Capital Management, LLC
INCREASED
Shares4,586 from 4,067
Change+519 (+13%)
Value$358.2K (+$51.1K)
Filed 2026-10-16
PCG Asset Management, LLC
NEW
Shares4,582
Change+4,582
Value$357.9K
Filed 2026-11-05
Optivise Advisory Services LLC
DECREASED
Shares4,563 from 4,807
Change-244 (-5%)
Value$356.4K (-$6.6K)
Filed 2026-10-19
Fulcrum Equity Management
UNCHANGED
Shares4,560 from 4,560
Change0 (0%)
Value$356.1K (+$11.8K)
Filed 2026-10-21
Chapin Davis, Inc.
UNCHANGED
Shares4,525 from 4,525
Change0 (0%)
Value$353.4K (+$11.7K)
Filed 2026-10-09
Compton Wealth Advisory Group, LLC
DECREASED
Shares4,513 from 6,153
Change-1,640 (-27%)
Value$354.1K (-$113.2K)
Filed 2026-10-13
Baker Ellis Asset Management LLC
DECREASED
Shares4,500 from 5,000
Change-500 (-10%)
Value$351.5K (-$26.1K)
Filed 2026-10-14
Strategy Asset Managers LLC
DECREASED
Shares4,498 from 4,538
Change-40 (-1%)
Value$351.3K (+$8.7K)
Filed 2026-10-14
Financial Security Advisor, Inc.
UNCHANGED
Shares4,496 from 4,496
Change0 (0%)
Value$351.1K (+$11.6K)
Filed 2026-11-03
One Way Holdings LLC
NEW
Shares4,487
Change+4,487
Value$350.4K
Filed 2026-10-29
Krilogy Financial LLC
INCREASED
Shares4,485 from 3,680
Change+805 (+22%)
Value$351.4K (+$73.5K)
Filed 2026-10-13
Atlas Brown,Inc.
INCREASED
Shares4,467 from 4,381
Change+86 (+2%)
Value$348.9K (+$18.1K)
Filed 2026-10-09
Cornerstone Wealth Management, LLC
DECREASED
Shares4,464 from 4,687
Change-223 (-5%)
Value$348.6K (-$5.3K)
Filed 2026-11-04
Rockland Trust Co
DECREASED
Shares4,451 from 4,596
Change-145 (-3%)
Value$347.6K (+$580)
Filed 2026-10-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares4,418 from 4,418
Change0 (0%)
Value$345.0K (+$11.4K)
Filed 2026-10-27
Salem Investment Counselors Inc
INCREASED
Shares4,394 from 4,194
Change+200 (+5%)
Value$343.2K (+$26.5K)
Filed 2026-10-13
Code Waechter LLC
UNCHANGED
Shares4,339 from 4,339
Change0 (0%)
Value$338.9K (+$11.2K)
Filed 2026-10-23
Broadway Wealth Solutions, Inc.
DECREASED
Shares4,334 from 5,054
Change-720 (-14%)
Value$338.5K (-$43.1K)
Filed 2026-10-21
Landaas & Co
UNCHANGED
Shares4,314 from 4,314
Change0 (0%)
Value$336.9K (+$11.2K)
Filed 2026-10-29
Wealth Dimensions Group, Ltd.
INCREASED
Shares4,279 from 4,179
Change+100 (+2%)
Value$334.2K (+$18.6K)
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares4,276 from 3,740
Change+536 (+14%)
Value$334.0K (+$51.5K)
Filed 2026-10-14
Fulton Bank, N.A.
DECREASED
Shares4,272 from 6,824
Change-2,552 (-37%)
Value$333.6K (-$181.6K)
Filed 2026-10-14
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares4,237 from 4,237
Change0 (0%)
Value$330.9K (+$11.0K)
Filed 2026-10-29
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$330.4K (+$11.0K)
Filed 2026-10-20
Patten Group, Inc.
DECREASED
Shares4,224 from 4,369
Change-145 (-3%)
Value$329.9K (-$9)
Filed 2026-10-26
Univest Financial Corp
INCREASED
Shares4,220 from 4,099
Change+121 (+3%)
Value$329.6K (+$20.1K)
Filed 2026-11-05
Financial Perspectives, Inc
UNCHANGED
Shares4,217 from 4,217
Change0 (0%)
Value$329.3K (+$10.9K)
Filed 2026-11-03
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares4,190 from 4,062
Change+128 (+3%)
Value$327.2K (+$20.5K)
Filed 2026-10-21
Valicenti Advisory Services Inc
UNCHANGED
Shares4,180 from 4,180
Change0 (0%)
Value$326 (+$10)
Filed 2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED
Shares4,163 from 4,163
Change0 (0%)
Value$314.3K ($0)
Filed 2026-10-22
Legacy Bridge, LLC
UNCHANGED
Shares4,159 from 4,159
Change0 (0%)
Value$324.8K (+$10.8K)
Filed 2026-10-28
Telos Capital Management, Inc.
INCREASED
Shares4,121 from 3,602
Change+519 (+14%)
Value$321.9K (+$49.9K)
Filed 2026-11-02
New Hampshire Trust
UNCHANGED
Shares4,115 from 4,115
Change0 (0%)
Value$321.4K (+$10.7K)
Filed 2026-10-20
ADE, LLC
NEW
Shares4,076
Change+4,076
Value$318.3K
Filed 2026-10-29
Excalibur Management Corp
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$312.4K (+$10.4K)
Filed 2026-11-02
Balboa Wealth Partners
NEW
Shares3,982
Change+3,982
Value$311.0K
Filed 2026-10-20
Semus Wealth Partners LLC
INCREASED
Shares3,969 from 3,698
Change+271 (+7%)
Value$310.0K (+$30.7K)
Filed 2026-10-22
West Bancorporation Inc
UNCHANGED
Shares3,961 from 3,961
Change0 (0%)
Value$309.4K (+$10.3K)
Filed 2026-10-29
Revolve Wealth Partners, LLC
INCREASED
Shares3,953 from 3,810
Change+143 (+4%)
Value$308.7K (+$21.0K)
Filed 2026-10-23
E&G Advisors, LLC
UNCHANGED
Shares3,952 from 3,952
Change0 (0%)
Value$308.7K (+$10.2K)
Filed 2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares3,942 from 3,942
Change0 (0%)
Value$307.9K (+$10.2K)
Filed 2026-10-28
Clark Asset Management, LLC
NEW
Shares3,920
Change+3,920
Value$306.2K
Filed 2026-10-19
Franklin Street Advisors Inc
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$306.2K (+$10.2K)
Filed 2026-10-13
Armbruster Capital Management, Inc.
INCREASED
Shares3,910 from 2,900
Change+1,010 (+35%)
Value$305.4K (+$86.4K)
Filed 2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares3,893 from 3,893
Change0 (0%)
Value$304.0K (+$10.1K)
Filed 2026-11-03
Kaydan Wealth Management, Inc.
DECREASED
Shares3,888 from 4,976
Change-1,088 (-22%)
Value$303.7K (-$72.1K)
Filed 2026-10-08
Focused Wealth Management, Inc
UNCHANGED
Shares3,873 from 3,873
Change0 (0%)
Value$302.5K (+$10.0K)
Filed 2026-10-30
DDD Partners, LLC
DECREASED
Shares3,866 from 5,818
Change-1,952 (-34%)
Value$301.9K (-$137.4K)
Filed 2026-11-02
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares3,863 from 3,863
Change0 (0%)
Value$301.7K (+$10.0K)
Filed 2026-10-27
Verum Partners LLC
UNCHANGED
Shares3,847 from 3,847
Change0 (0%)
Value$300.5K (+$10.0K)
Filed 2026-10-21
Cypress Point Wealth Management, LLC
NEW
Shares3,828
Change+3,828
Value$299.0K
Filed 2026-11-03
Traynor Capital Management, Inc.
INCREASED
Shares3,828 from 3,751
Change+77 (+2%)
Value$299.0K (+$15.7K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED
Shares3,811 from 3,414
Change+397 (+12%)
Value$297.6K (+$39.8K)
Filed 2026-10-16
Harrington Investments, Inc
UNCHANGED
Shares3,806 from 3,806
Change0 (0%)
Value$297.2K (+$9.9K)
Filed 2026-10-14
Main Street Group, LTD
DECREASED
Shares3,799 from 3,986
Change-187 (-5%)
Value$296.7K (-$4.3K)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares3,793 from 4,649
Change-856 (-18%)
Value$296.2K (-$54.8K)
Filed 2026-11-03
First Financial Group Corp
DECREASED
Shares3,787 from 3,803
Change-16 (0%)
Value$295.8K (+$8.6K)
Filed 2026-10-22
Genus Capital Management Inc.
UNCHANGED
Shares3,780 from 3,780
Change0 (0%)
Value$295.2K (+$9.8K)
Filed 2026-11-04
LifeGoal Investments, LLC
UNCHANGED
Shares3,774 from 3,774
Change0 (0%)
Value$294.7K (+$9.8K)
Filed 2026-10-09
Aspire Private Capital, LLC
INCREASED
Shares3,744 from 3,410
Change+334 (+10%)
Value$292.4K (+$34.9K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares3,724 from 3,582
Change+142 (+4%)
Value$290.8K (+$20.4K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED
Shares3,711 from 3,830
Change-119 (-3%)
Value$289.8K (+$626)
Filed 2026-11-04
Parthenon LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$289.0K (+$9.6K)
Filed 2026-10-22
Valen Private Capital, LLC
NEW
Shares3,695
Change+3,695
Value$288.6K
Filed 2026-10-23
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares3,686 from 3,686
Change0 (0%)
Value$287.9K (+$9.5K)
Filed 2026-11-05
Welch Group, LLC
INCREASED
Shares3,683 from 3,679
Change+4 (+0%)
Value$287.6K (+$9.8K)
Filed 2026-10-29
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares3,658 from 3,658
Change0 (0%)
Value$285.7K (+$9.5K)
Filed 2026-10-09
Mystic Asset Management, Inc.
UNCHANGED
Shares3,651 from 3,651
Change0 (0%)
Value$285.1K (+$9.5K)
Filed 2026-10-15
3Edge Asset Management, LP
DECREASED
Shares3,643 from 3,965
Change-322 (-8%)
Value$284.5K (-$14.9K)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares3,634 from 3,574
Change+60 (+2%)
Value$283.8K (+$13.9K)
Filed 2026-10-19
Montecito Bank & Trust
UNCHANGED
Shares3,630 from 3,630
Change0 (0%)
Value$283.5K (+$9.4K)
Filed 2026-10-01
Argyle Capital Partners, LLC
UNCHANGED
Shares3,627 from 3,627
Change0 (0%)
Value$283.3K (+$9.4K)
Filed 2026-10-23
Carroll Advisory Group, LLC
INCREASED
Shares3,606 from 3,302
Change+304 (+9%)
Value$281.6K (+$32.3K)
Filed 2026-10-16
Ethic Inc.
NEW
Shares3,592
Change+3,592
Value$280.5K
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED
Shares3,561 from 3,603
Change-42 (-1%)
Value$278.1K (+$6.1K)
Filed 2026-11-02
Advantage Trust Co
UNCHANGED
Shares3,552 from 3,552
Change0 (0%)
Value$277.4K (+$9.2K)
Filed 2026-10-19
Gen-Wealth Partners Inc
INCREASED
Shares3,516 from 3,476
Change+40 (+1%)
Value$274.6K (+$12.1K)
Filed 2026-11-04
Euro Pacific Asset Management, LLC
INCREASED
Shares3,504 from 3,373
Change+131 (+4%)
Value$273.7K (+$18.7K)
Filed 2026-11-03
Fortress Financial Group, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$273.4K (+$9.1K)
Filed 2026-10-21
Investment Partners, Ltd.
NEW
Shares3,496
Change+3,496
Value$273.0K
Filed 2026-10-29
Asset Advisory Group, Inc.
UNCHANGED
Shares3,478 from 3,478
Change0 (0%)
Value$271.6K (+$9.0K)
Filed 2026-10-20
Jeppson Wealth Management, LLC
INCREASED
Shares3,477 from 3,404
Change+73 (+2%)
Value$271.6K (+$14.5K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
DECREASED
Shares3,470 from 3,839
Change-369 (-10%)
Value$271.0K (-$18.9K)
Filed 2026-10-15
Alpine Bank Wealth Management
UNCHANGED
Shares3,461 from 3,461
Change0 (0%)
Value$270.3K (+$9.0K)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$269.4K (+$8.9K)
Filed 2026-11-03
Allegheny Financial Group
UNCHANGED
Shares3,440 from 3,440
Change0 (0%)
Value$268.7K (+$8.9K)
Filed 2026-11-05
Searle & Co.
UNCHANGED
Shares3,438 from 3,438
Change0 (0%)
Value$268.5K (+$8.9K)
Filed 2026-11-04
Grant Street Asset Management, Inc.
UNCHANGED
Shares3,421 from 3,421
Change0 (0%)
Value$267.2K (+$8.9K)
Filed 2026-10-26
Brooklyn FI, LLC
NEW
Shares3,415
Change+3,415
Value$260.8K
Filed 2026-11-05
PUREfi Wealth, LLC
INCREASED
Shares3,409 from 3,203
Change+206 (+6%)
Value$266.2K (+$24.4K)
Filed 2026-10-19
Herold Advisors, Inc.
INCREASED
Shares3,375 from 2,654
Change+721 (+27%)
Value$263.6K (+$63.6K)
Filed 2026-10-19
Security National Bank
DECREASED
Shares3,375 from 3,708
Change-333 (-9%)
Value$263.6K (-$16.4K)
Filed 2026-10-26
Live Oak Private Wealth LLC
UNCHANGED
Shares3,354 from 3,354
Change0 (0%)
Value$261.9K (+$8.7K)
Filed 2026-11-02
Graetz Wealth LLC
UNCHANGED
Shares3,351 from 3,351
Change0 (0%)
Value$261.7K (+$8.7K)
Filed 2026-10-27
Sard Wealth Management Group, LLC
UNCHANGED
Shares3,334 from 3,334
Change0 (0%)
Value$260.4K (+$8.6K)
Filed 2026-10-16
High Net Worth Advisory Group LLC
UNCHANGED
Shares3,329 from 3,329
Change0 (0%)
Value$260.0K (+$8.6K)
Filed 2026-10-26
Manchester Capital Management LLC
DECREASED
Shares3,325 from 3,461
Change-136 (-4%)
Value$259.7K (-$1.7K)
Filed 2026-10-22
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares3,318 from 4,284
Change-966 (-23%)
Value$259.1K (-$64.3K)
Filed 2026-10-14
Echo45 Advisors LLC
NEW
Shares3,265
Change+3,265
Value$255.0K
Filed 2026-10-07
Fragasso Financial Advisors Inc
INCREASED
Shares3,239 from 2,779
Change+460 (+17%)
Value$255.5K (+$45.6K)
Filed 2026-10-13
Kings Path Partners LLC
UNCHANGED
Shares3,233 from 3,233
Change0 (0%)
Value$252.5K (+$8.4K)
Filed 2026-10-21
Arlington Capital Management Inc
DECREASED
Shares3,223 from 3,659
Change-436 (-12%)
Value$251.7K (-$24.6K)
Filed 2026-10-30
Hyposwiss Advisors SA
UNCHANGED
Shares3,210 from 3,210
Change0 (0%)
Value$250.7K (+$8.3K)
Filed 2026-10-26
Gill Capital Partners, LLC
INCREASED
Shares3,205 from 2,520
Change+685 (+27%)
Value$250.3K (+$60.0K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares3,201 from 2,749
Change+452 (+16%)
Value$250.0K (+$42.4K)
Filed 2026-10-08
Sound Financial Strategies Group, LLC
INCREASED
Shares3,200 from 3,176
Change+24 (+1%)
Value$249.9K (+$10.1K)
Filed 2026-10-30
Gilliland Jeter Wealth Management LLC
INCREASED
Shares3,196 from 2,795
Change+401 (+14%)
Value$249.6K (+$38.6K)
Filed 2026-10-28
Carrera Capital Advisors
UNCHANGED
Shares3,193 from 3,193
Change0 (0%)
Value$249.4K (+$8.3K)
Filed 2026-11-03
WMG Financial Advisors, LLC
UNCHANGED
Shares3,177 from 3,177
Change0 (0%)
Value$239.9K ($0)
Filed 2026-10-28
Howard Wealth Management, LLC
UNCHANGED
Shares3,168 from 3,168
Change0 (0%)
Value$247.4K (+$8.2K)
Filed 2026-10-28
D.B. Root & Company, LLC
UNCHANGED
Shares3,147 from 3,147
Change0 (0%)
Value$245.8K (+$8.2K)
Filed 2026-11-04
HCR Wealth Advisors
UNCHANGED
Shares3,146 from 3,146
Change0 (0%)
Value$245.7K (+$8.1K)
Filed 2026-10-15
1900 Wealth Management LLC
UNCHANGED
Shares3,143 from 3,143
Change0 (0%)
Value$245.5K (+$8.1K)
Filed 2026-10-13
BCM Advisors, LLC
UNCHANGED
Shares3,133 from 3,133
Change0 (0%)
Value$228.5K (-$10.4K)
Filed 2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED
Shares3,128 from 3,006
Change+122 (+4%)
Value$244.3K (+$17.3K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares3,125 from 36
Change+3,089 (+8581%)
Value$244.1K (+$241.3K)
Filed 2026-11-04
Financial Insights, Inc.
UNCHANGED
Shares3,123 from 3,123
Change0 (0%)
Value$243.9K (+$8.1K)
Filed 2026-10-27
Noesis Capital Mangement Corp
NEW
Shares3,098
Change+3,098
Value$242.0K
Filed 2026-10-26
Impact Capital Partners LLC
UNCHANGED
Shares3,098 from 3,098
Change0 (0%)
Value$242.0K (+$8.0K)
Filed 2026-10-22
KG Capital Management
DECREASED
Shares3,095 from 3,102
Change-7 (0%)
Value$241.7K (+$7.5K)
Filed 2026-10-15
Kwmg, LLC
INCREASED
Shares3,080 from 3,064
Change+16 (+1%)
Value$240.5K (+$9.2K)
Filed 2026-10-07
Cape Investment Advisory, Inc.
INCREASED
Shares3,077 from 2,749
Change+328 (+12%)
Value$240.3K (+$32.7K)
Filed 2026-10-13
SJS Investment Consulting Inc.
INCREASED
Shares3,074 from 3,057
Change+17 (+1%)
Value$240.1K (+$9.2K)
Filed 2026-10-26
Ledyard National Bank
DECREASED
Shares3,073 from 3,171
Change-98 (-3%)
Value$240.0K (+$559)
Filed 2026-10-21
Weaver Consulting Group
UNCHANGED
Shares3,064 from 3,064
Change0 (0%)
Value$239.3K (+$7.9K)
Filed 2026-10-07
Allen Capital Group, LLC
DECREASED
Shares3,042 from 3,829
Change-787 (-21%)
Value$237.6K (-$51.5K)
Filed 2026-10-27
James J. Burns & Company, LLC
DECREASED
Shares3,035 from 3,438
Change-403 (-12%)
Value$237.0K (-$22.6K)
Filed 2026-10-22
New England Professional Planning Group Inc.
UNCHANGED
Shares3,025 from 3,025
Change0 (0%)
Value$236.3K (+$7.8K)
Filed 2026-10-29
Winthrop Capital Management, LLC
UNCHANGED
Shares3,022 from 3,022
Change0 (0%)
Value$236.0K (+$8.0K)
Filed 2026-11-05
Peak Financial Management, Inc.
UNCHANGED
Shares3,013 from 3,013
Change0 (0%)
Value$235.3K (+$7.8K)
Filed 2026-10-16
Linscomb Wealth, Inc.
UNCHANGED
Shares2,990 from 2,990
Change0 (0%)
Value$233.5K (+$7.7K)
Filed 2026-11-05
Prospera Capital Management, LLC
UNCHANGED
Shares2,981 from 2,981
Change0 (0%)
Value$232.8K (-$596)
Filed 2026-10-19
Chicago Capital, LLC
UNCHANGED
Shares2,974 from 2,974
Change0 (0%)
Value$232.3K (+$7.7K)
Filed 2026-10-13
Capital City Trust Co
UNCHANGED
Shares2,929 from 2,929
Change0 (0%)
Value$228.8K (+$7.6K)
Filed 2026-10-22
BAM Wealth Management, LLC
INCREASED
Shares2,912 from 2,880
Change+32 (+1%)
Value$227.4K (+$10.0K)
Filed 2026-10-15
KMG Fiduciary Partners, LLC
DECREASED
Shares2,892 from 5,392
Change-2,500 (-46%)
Value$225.9K (-$181.3K)
Filed 2026-10-14
Oregon Pacific Wealth Management, LLC
NEW
Shares2,881
Change+2,881
Value$225.0K
Filed 2026-10-20
Zenith Solutions, Inc.
NEW
Shares2,875
Change+2,875
Value$224.5K
Filed 2026-10-19
Acropolis Investment Management, LLC
INCREASED
Shares2,870 from 2,806
Change+64 (+2%)
Value$224.1K (+$12.3K)
Filed 2026-10-08
Wealth Analytics Partners, LLC
INCREASED
Shares2,843 from 2,781
Change+62 (+2%)
Value$222.0K (+$9.9K)
Filed 2026-10-19
G&S Capital LLC
UNCHANGED
Shares2,830 from 2,830
Change0 (0%)
Value$221.0K (+$7.3K)
Filed 2026-10-23
William Mack & Associates, Inc.
NEW
Shares2,826
Change+2,826
Value$220.7K
Filed 2026-10-27
AWM Capital, LLC
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$219.5K (+$7.3K)
Filed 2026-10-16
Net Worth Advisory Group
NEW
Shares2,805
Change+2,805
Value$220.1K
Filed 2026-10-20
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares2,803 from 2,803
Change0 (0%)
Value$218.9K (+$7.3K)
Filed 2026-10-09
Liberty Atlantic Advisors LLC
DECREASED
Shares2,802 from 2,845
Change-43 (-2%)
Value$218.8K (+$4.0K)
Filed 2026-10-14
Sylvest Advisors, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$218.7K (+$7.3K)
Filed 2026-10-26
Community Financial Services Group, LLC
UNCHANGED
Shares2,796 from 2,796
Change0 (0%)
Value$219.4K (+$7.0K)
Filed 2026-10-15
Attessa Capital LLC
UNCHANGED
Shares2,786 from 2,786
Change0 (0%)
Value$217.6K (+$7.2K)
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
NEW
Shares2,778
Change+2,778
Value$217.0K
Filed 2026-10-29
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares2,778 from 2,778
Change0 (0%)
Value$217.0K (+$7.2K)
Filed 2026-10-21
Occidental Asset Management, LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$216.7K (+$7.2K)
Filed 2026-11-05
Iams Wealth Management, LLC
NEW
Shares2,756
Change+2,756
Value$215.2K
Filed 2026-10-15
Associated Banc-Corp
UNCHANGED
Shares2,751 from 2,751
Change0 (0%)
Value$214.9K (+$7.1K)
Filed 2026-10-30
Willis Investment Counsel
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$214.8K (+$7.1K)
Filed 2026-10-20
Altfest L J & Co Inc
DECREASED
Shares2,749 from 2,854
Change-105 (-4%)
Value$214.7K (-$809)
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$214.4K (+$7.1K)
Filed 2026-10-20
Pinkerton Wealth, LLC
DECREASED
Shares2,742 from 4,801
Change-2,059 (-43%)
Value$214.2K (-$209.1K)
Filed 2026-10-29
True Freedom Investing, LLC
DECREASED
Shares2,742 from 4,279
Change-1,537 (-36%)
Value$214.2K (-$163.1K)
Filed 2026-10-29
MKD Wealth Coaches, LLC
DECREASED
Shares2,739 from 4,654
Change-1,915 (-41%)
Value$213.9K (-$137.5K)
Filed 2026-10-09
Acumen Wealth Advisors, LLC
UNCHANGED
Shares2,712 from 2,712
Change0 (0%)
Value$211.8K (+$7.0K)
Filed 2026-11-05
OmniStar Financial Group, Inc.
NEW
Shares2,709
Change+2,709
Value$211.6K
Filed 2026-10-26
Sensible Money, LLC
INCREASED
Shares2,708 from 2,667
Change+41 (+2%)
Value$211.5K (+$10.1K)
Filed 2026-10-20
Entrewealth, LLC
NEW
Shares2,707
Change+2,707
Value$211.4K
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares2,704 from 2,706
Change-2 (0%)
Value$211.2K (+$6.9K)
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares2,702 from 2,239
Change+463 (+21%)
Value$211.0K (+$42.0K)
Filed 2026-10-28
Reyes Financial Architecture, Inc.
INCREASED
Shares2,693 from 2,631
Change+62 (+2%)
Value$210.3K (+$11.7K)
Filed 2026-10-22
Asset One Wealth Management LLC
NEW
Shares2,666
Change+2,666
Value$208.2K
Filed 2026-11-02
Richard Young Associates, Ltd.
NEW
Shares2,658
Change+2,658
Value$207.6K
Filed 2026-11-03
LifeSteps Financial, Inc.
INCREASED
Shares2,658 from 302
Change+2,356 (+780%)
Value$207.6K (+$184.8K)
Filed 2026-10-15
Winthrop Advisory Group LLC
DECREASED
Shares2,639 from 2,681
Change-42 (-2%)
Value$206.1K (+$3.7K)
Filed 2026-10-22
Advocate Investing Services LLC
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$205.6K (+$6.8K)
Filed 2026-10-26
North Capital, Inc.
NEW
Shares2,629
Change+2,629
Value$205.7K
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
INCREASED
Shares2,615 from 615
Change+2,000 (+325%)
Value$204.2K (+$157.8K)
Filed 2026-10-23
Centennial Wealth Advisory LLC
NEW
Shares2,607
Change+2,607
Value$203.6K
Filed 2026-10-16
Palacios Wealth Management, LLC
NEW
Shares2,597
Change+2,597
Value$202.8K
Filed 2026-11-04
Compass Financial Group, Inc
DECREASED
Shares2,595 from 3,804
Change-1,209 (-32%)
Value$202.7K (-$84.6K)
Filed 2026-10-13
Lee, Kelleher & Klein Wealth Management
NEW
Shares2,571
Change+2,571
Value$200.8K
Filed 2026-10-08
Granite FO LLC
UNCHANGED
Shares2,565 from 2,565
Change0 (0%)
Value$200.3K (+$6.6K)
Filed 2026-10-14
Capital Advantage, Inc.
NEW
Shares2,563
Change+2,563
Value$200.2K
Filed 2026-10-14
First Pacific Financial
UNCHANGED
Shares2,531 from 2,531
Change0 (0%)
Value$197.7K (+$6.6K)
Filed 2026-10-14
Zega Investments, LLC
NEW
Shares2,525
Change+2,525
Value$197.2K
Filed 2026-11-04
Global Trust Asset Management, LLC
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$188.4K (+$6.2K)
Filed 2026-10-19
Compass Financial Management LLC
DECREASED
Shares2,176 from 2,527
Change-351 (-14%)
Value$169.9K (-$21.8K)
Filed 2026-10-30
Caldwell Trust Co
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$166.3K (+$5.5K)
Filed 2026-10-30
Union Savings Bank
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$164.5K (+$5.5K)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,077 from 2,085
Change-8 (0%)
Value$162.2K (+$4.8K)
Filed 2026-10-07
Capital Advisors, Ltd. LLC
INCREASED
Shares2,055 from 1,812
Change+243 (+13%)
Value$160.0K (+$159.9K)
Filed 2026-10-27
Balance Wealth Partners LLC
NEW
Shares2,040
Change+2,040
Value$159.3K
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares2,011 from 1,780
Change+231 (+13%)
Value$157.1K (+$22.7K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares1,946 from 408
Change+1,538 (+377%)
Value$152.0K (+$121.2K)
Filed 2026-11-05
First United Bank & Trust
UNCHANGED
Shares1,902 from 1,902
Change0 (0%)
Value$148.5K (+$4.9K)
Filed 2026-10-22
First Bancorp, Inc
NEW
Shares1,900
Change+1,900
Value$148.4K
Filed 2026-10-26
Decker Retirement Planning Inc.
INCREASED
Shares1,890 from 900
Change+990 (+110%)
Value$147.6K (+$79.7K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares1,855 from 257
Change+1,598 (+622%)
Value$144.9K (+$125.5K)
Filed 2026-10-29
Oakworth Capital, Inc.
UNCHANGED
Shares1,752 from 1,752
Change0 (0%)
Value$136.8K (+$4.1K)
Filed 2026-10-26
Burkett Financial Services, LLC
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$135.1K (+$4.5K)
Filed 2026-10-01
StrongBox Wealth, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$128.9K (+$4.3K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares1,641
Change+1,641
Value$128.2K
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares1,569 from 1,372
Change+197 (+14%)
Value$122.5K (+$18.9K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,565 from 1,540
Change+25 (+2%)
Value$122.2K (+$5.9K)
Filed 2026-11-02
DT Investment Partners, LLC
DECREASED
Shares1,487 from 2,637
Change-1,150 (-44%)
Value$116.1K (-$83.0K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,467 from 1,467
Change0 (0%)
Value$114.6K (+$3.8K)
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares1,412 from 1,464
Change-52 (-4%)
Value$110.3K (-$270)
Filed 2026-10-28
Thompson Investment Management, Inc.
UNCHANGED
Shares1,362 from 1,362
Change0 (0%)
Value$106.4K (+$3.5K)
Filed 2026-10-14
Montag A & Associates Inc
INCREASED
Shares1,327 from 1,000
Change+327 (+33%)
Value$103.6K (+$28.1K)
Filed 2026-10-29
Downshift Financial, LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$99.6K (+$3.3K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
DECREASED
Shares1,265 from 1,338
Change-73 (-5%)
Value$98.8K (-$2.2K)
Filed 2026-10-16
Mascoma Wealth Management LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$97.6K (+$3.2K)
Filed 2026-10-23
Breakwater Investment Management
DECREASED
Shares1,237 from 1,339
Change-102 (-8%)
Value$96.6K (-$4.5K)
Filed 2026-10-20
Rakuten Securities, Inc.
DECREASED
Shares1,165 from 2,117
Change-952 (-45%)
Value$91.0K (-$68.9K)
Filed 2026-11-02
RMG Wealth Management LLC
NEW
Shares1,147
Change+1,147
Value$87.2K
Filed 2026-10-26
Financial Management Professionals, Inc.
INCREASED
Shares1,122 from 1,000
Change+122 (+12%)
Value$87.6K (+$12.1K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$86.3K (+$2.9K)
Filed 2026-10-09
Bell Investment Advisors, Inc
NEW
Shares1,104
Change+1,104
Value$86.2K
Filed 2026-10-29
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$85.8K (+$2.8K)
Filed 2026-10-30
Accordant Advisory Group Inc
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$84.1K (+$2.8K)
Filed 2026-10-29
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,071 from 1,071
Change0 (0%)
Value$84.0K (+$2.7K)
Filed 2026-10-20
Horizons Wealth Management
NEW
Shares1,039
Change+1,039
Value$81.1K
Filed 2026-10-05
Centerpoint Advisors, LLC
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$79.0K (+$2.0K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$78.1K (+$2.6K)
Filed 2026-10-22
Key FInancial Inc
DECREASED
Shares948 from 966
Change-18 (-2%)
Value$74.0K (+$1.1K)
Filed 2026-11-02
Southern Michigan Bank & Trust
INCREASED
Shares929 from 781
Change+148 (+19%)
Value$72.6K (+$13.6K)
Filed 2026-10-19
Blume Capital Management, Inc.
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$71.9K (+$2.4K)
Filed 2026-10-26
Archer Investment Corp
DECREASED
Shares897 from 1,186
Change-289 (-24%)
Value$70.1K (-$19.5K)
Filed 2026-11-05
Center for Financial Planning, Inc.
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$66.4K (+$2.2K)
Filed 2026-10-26
Princeton Global Asset Management LLC
DECREASED
Shares841 from 1,271
Change-430 (-34%)
Value$65.7K (-$30.3K)
Filed 2026-10-21
Valued Wealth Advisors LLC
DECREASED
Shares822 from 831
Change-9 (-1%)
Value$64.2K (+$1.5K)
Filed 2026-11-05
Duncker Streett & Co Inc
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$57.6K (+$1.9K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares717 from 1,060
Change-343 (-32%)
Value$56.0K (-$24.0K)
Filed 2026-10-28
First Financial Corp
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$55.8K (+$1.9K)
Filed 2026-10-13
Washington Trust Advisors, Inc.
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$55.7K (+$1.8K)
Filed 2026-10-22
1620 Investment Advisors, Inc.
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$55.3K (+$1.8K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
INCREASED
Shares635 from 585
Change+50 (+9%)
Value$49.6K (+$5.4K)
Filed 2026-10-16
Cromwell Holdings LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$49.2K (+$1.6K)
Filed 2026-10-28
Pacifica Partners Inc.
DECREASED
Shares605 from 729
Change-124 (-17%)
Value$47.5K (-$9.0K)
Filed 2026-10-09
Avion Wealth
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$46.0K (+$46.0K)
Filed 2026-11-04
Costello Asset Management, Inc
DECREASED
Shares572 from 646
Change-74 (-11%)
Value$44.7K (-$4.1K)
Filed 2026-10-30
Nfsg Corp
DECREASED
Shares566 from 866
Change-300 (-35%)
Value$44.2K (-$21.2K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$43.7K (+$1.5K)
Filed 2026-10-28
Godsey & Gibb, Inc
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$41.4K (+$1.4K)
Filed 2026-10-14
MH & Associates Securities Management Corp
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$40.2K (+$1.3K)
Filed 2026-10-30
Lodestone Wealth Management LLC
NEW
Shares500
Change+500
Value$39.1K
Filed 2026-10-14
Wilkerson Advisory Group LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$38.8K (+$1.3K)
Filed 2026-10-20
Miller Global Investments, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$37.5K (+$1.2K)
Filed 2026-10-02
Triumph Capital Management
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$37.5K (+$1.2K)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$35.5K (+$1.2K)
Filed 2026-10-30
Bangor Savings Bank
INCREASED
Shares447 from 247
Change+200 (+81%)
Value$34.9K (+$16.3K)
Filed 2026-10-06
Abound Wealth Management
INCREASED
Shares444 from 88
Change+356 (+405%)
Value$34.7K (+$28.0K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$34.2K (+$938)
Filed 2026-10-29
Prudent Man Investment Management, Inc.
NEW
Shares431
Change+431
Value$33.7K
Filed 2026-11-03
Trust Co
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$33.3K (+$1.1K)
Filed 2026-10-09
Key Capital Management, Inc
INCREASED
Shares422 from 209
Change+213 (+102%)
Value$33.0K (+$17.2K)
Filed 2026-11-03
Hickory Point Bank & Trust
INCREASED
Shares421 from 155
Change+266 (+172%)
Value$32.9K (+$21.2K)
Filed 2026-10-01
Gold Investment Management Ltd.
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$32.7K (+$1.1K)
Filed 2026-10-19
MTM Investment Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$31.2K (+$1.0K)
Filed 2026-10-30
SRH Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$31.2K (+$1.0K)
Filed 2026-10-22
Trust Co of Toledo NA
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$30.0K (+$994)
Filed 2026-10-16
Valley National Advisers Inc
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$29.8K (+$987)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$29.7K (+$984)
Filed 2026-10-16
Dakota Community Bank & Trust NA
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$29.3K (+$972)
Filed 2026-10-09
Old Second National Bank of Aurora
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$29.3K (+$972)
Filed 2026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$28.7K (+$953)
Filed 2026-11-02
Ascentis Wealth Management, LLC
INCREASED
Shares360 from 53
Change+307 (+579%)
Value$28.1K (+$24.1K)
Filed 2026-11-03
Owl Creek Wealth Partners LLC
NEW
Shares355
Change+355
Value$27.7K
Filed 2026-10-20
Gables Capital Management Inc.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$27.7K (+$920)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares343
Change+343
Value$26.8K
Filed 2026-10-30
Monetary Solutions, Ltd
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$25.5K (+$845)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
DECREASED
Shares310 from 3,824
Change-3,514 (-92%)
Value$24.2K (-$264.5K)
Filed 2026-11-03
Fairway Wealth LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$23.4K (+$777)
Filed 2026-10-30
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$23.4K (+$784)
Filed 2026-10-28
Tradewinds Capital Management, LLC
INCREASED
Shares298 from 291
Change+7 (+2%)
Value$23.3K (+$1.3K)
Filed 2026-10-23
John Boyer, Inc.
NEW
Shares280
Change+280
Value$21.9K
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
NEW
Shares280
Change+280
Value$21.9K
Filed 2026-10-15
Madden Securities Corp
NEW
Shares275
Change+275
Value$21.5K
Filed 2026-10-27
Kelleher Financial Advisors
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$21.5K (+$712)
Filed 2026-10-30
Yankcom Partnership
INCREASED
Shares267 from 84
Change+183 (+218%)
Value$20.9K (+$14.5K)
Filed 2026-10-15
GHP Investment Advisors, Inc.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$20.7K (+$686)
Filed 2026-10-15
Heritage Family Offices, LLP
NEW
Shares261
Change+261
Value$20.4K
Filed 2026-11-02
Fiduciary Advisors, Inc.
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$20.0K (+$663)
Filed 2026-10-16
Tompkins Financial Corp
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$18.0K (+$596)
Filed 2026-10-05
Essential Partners LLC
INCREASED
Shares226 from 137
Change+89 (+65%)
Value$17.7K (+$7.3K)
Filed 2026-10-14
United Financial Planning Group LLC
INCREASED
Shares214 from 152
Change+62 (+41%)
Value$16.7K (+$5.2K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares212
Change+212
Value$16.6K
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares210 from 157
Change+53 (+34%)
Value$16.4K (+$4.5K)
Filed 2026-10-07
First Community Trust NA
NEW
Shares200
Change+200
Value$15.6K
Filed 2026-10-07
Atwood & Palmer Inc
DECREASED
Shares200 from 213
Change-13 (-6%)
Value$15.6K (-$464)
Filed 2026-10-08
Gilpin Wealth Management, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$15.3K (+$508)
Filed 2026-10-09
Sunrise Financial Services, LLC
DECREASED
Shares189 from 291
Change-102 (-35%)
Value$14.8K (-$7.2K)
Filed 2026-10-21
Concord Wealth Partners
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$14.5K (+$482)
Filed 2026-11-02
Hoey Investments, Inc
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$13.7K (+$453)
Filed 2026-10-29
Markowski Investments
INCREASED
Shares174 from 130
Change+44 (+34%)
Value$13.6K (+$3.8K)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
INCREASED
Shares172 from 128
Change+44 (+34%)
Value$13.4K (+$3.8K)
Filed 2026-11-02
Louisbourg Investments Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$10.9K (+$366)
Filed 2026-10-20
Sawyer & Company, Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$10.5K (+$350)
Filed 2026-10-21
Bank of New Hampshire
NEW
Shares129
Change+129
Value$10.1K
Filed 2026-10-06
Kozak & Associates, Inc.
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$9.9K (+$79)
Filed 2026-10-29
Laurel Wealth Advisors LLC
NEW
Shares125
Change+125
Value$9.8K
Filed 2026-10-27
Canton Hathaway, LLC
NEW
Shares124
Change+124
Value$9.7K
Filed 2026-10-23
Bare Financial Services, Inc
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$9.7K (+$321)
Filed 2026-11-04
Inspire Investing, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$9.5K (+$313)
Filed 2026-10-22
Lynch Investment Planning, LLC
NEW
Shares115
Change+115
Value$9.0K
Filed 2026-10-27
Hurley Capital, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$8.7K (+$287)
Filed 2026-11-05
Private Wealth Management Group, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$8.6K (+$284)
Filed 2026-10-19
GK Wealth Management LLC
NEW
Shares107
Change+107
Value$8.4K
Filed 2026-10-09
Montgomery Financial Services LLC
NEW
Shares98
Change+98
Value$7.7K
Filed 2026-11-03
Transce3nd, LLC
NEW
Shares96
Change+96
Value$7.5K
Filed 2026-10-26
Holos Integrated Wealth LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$7.4K (+$46)
Filed 2026-10-23
Fairman Group, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$7.3K (+$243)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$7.0K (+$230)
Filed 2026-10-23
Tower View Wealth Management LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$6.3K (+$210)
Filed 2026-10-23
Country Trust Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.9K (+$195)
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6 ($0)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.9K (+$194)
Filed 2026-10-15
Ares Financial Consulting, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$5.5K (+$184)
Filed 2026-10-19
O'Domhnaill Enterprises, Inc.
NEW
Shares67
Change+67
Value$5.2K
Filed 2026-10-29
Chilton Capital Management LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$5.2K (+$173)
Filed 2026-10-28
Rydar Equities, Inc.
NEW
Shares65
Change+65
Value$5.0K
Filed 2026-10-13
CKW Financial Group
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$5.0K (+$5.0K)
Filed 2026-10-29
Bear Mountain Capital, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$4.9K (+$130)
Filed 2026-11-04
Creative Capital Management Investments LLC
INCREASED
Shares58 from 40
Change+18 (+45%)
Value$4.5K (+$1.5K)
Filed 2026-10-28
Bullock Wealth Management Group
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.3K (+$138)
Filed 2026-10-09
Networth Advisors, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$4.0K (+$132)
Filed 2026-11-03
CFG Wealth Management Services, Inc.
NEW
Shares50
Change+50
Value$3.9K
Filed 2026-10-21
Axiom Investment Management LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.7K (+$121)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.7K (+$88)
Filed 2026-10-26
Polaris Financial Partners
NEW
Shares33
Change+33
Value$3
Filed 2026-10-02
Toth Financial Advisory Corp
NEW
Shares26
Change+26
Value$2.0K
Filed 2026-10-08
Hager Investment Management Services, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.0K (+$68)
Filed 2026-11-04
3 Factor Indexing, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.0K (+$65)
Filed 2026-10-15
Pacific Center for Financial Services
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$860 (+$29)
Filed 2026-10-15
Roxbury Financial LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$781 (+$26)
Filed 2026-10-01
Trifecta Capital Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$781 (+$25)
Filed 2026-10-21
Newton One Investments LLC
NEW
Shares6
Change+6
Value$469
Filed 2026-10-14
Quaker Wealth Management, LLC
NEW
Shares1
Change+1
Value$79
Filed 2026-10-22
Imc-Chicago, LLC
CLOSED
Shares0 from 104,170
Change-104,170 (-100%)
Value$0 (-$7.9M)
Filed 2026-11-05
Financial & Tax Architects, LLC
CLOSED
Shares0 from 55,682
Change-55,682 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-15
FDx Advisors, Inc.
CLOSED
Shares0 from 51,205
Change-51,205 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-05
Crown Wealth Group, LLC
CLOSED
Shares0 from 43,935
Change-43,935 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-19
Scarborough Advisors, LLC
CLOSED
Shares0 from 32,359
Change-32,359 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-16
TBH Global Asset Management, LLC
CLOSED
Shares0 from 30,937
Change-30,937 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-03
Sunesis Advisors, LLC
CLOSED
Shares0 from 19,800
Change-19,800 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-26
Oasis Advisors, LLC
CLOSED
Shares0 from 15,639
Change-15,639 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
CLOSED
Shares0 from 9,321
Change-9,321 (-100%)
Value$0 (-$703.8K)
Filed 2026-10-20
Archford Capital Strategies, LLC
CLOSED
Shares0 from 9,049
Change-9,049 (-100%)
Value$0 (-$683.3K)
Filed 2026-10-19
World Equity Group, Inc.
CLOSED
Shares0 from 8,576
Change-8,576 (-100%)
Value$0 (-$647.6K)
Filed 2026-10-14
Quattro Financial Advisors LLC
CLOSED
Shares0 from 7,420
Change-7,420 (-100%)
Value$0 (-$560.3K)
Filed 2026-10-15
DLK Investment Management, LLC
CLOSED
Shares0 from 6,641
Change-6,641 (-100%)
Value$0 (-$291.7K)
Filed 2026-10-09
Catalyst Investment Management LLC
CLOSED
Shares0 from 5,915
Change-5,915 (-100%)
Value$0 (-$446.6K)
Filed 2026-10-21
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 5,495
Change-5,495 (-100%)
Value$0 (-$414.9K)
Filed 2026-10-19
Center For Asset Management LLC
CLOSED
Shares0 from 4,146
Change-4,146 (-100%)
Value$0 (-$313.1K)
Filed 2026-10-16
Saxon Interests, Inc.
CLOSED
Shares0 from 4,056
Change-4,056 (-100%)
Value$0 (-$306.3K)
Filed 2026-10-26
Axecap Investments, LLC
CLOSED
Shares0 from 3,913
Change-3,913 (-100%)
Value$0 (-$295.5K)
Filed 2026-10-20
Cyr Financial Inc.
CLOSED
Shares0 from 3,859
Change-3,859 (-100%)
Value$0 (-$291.4K)
Filed 2026-10-16
Geneva Partners, LLC
CLOSED
Shares0 from 3,506
Change-3,506 (-100%)
Value$0 (-$264.7K)
Filed 2026-10-26
Factor Wealth Management LTD
CLOSED
Shares0 from 3,262
Change-3,262 (-100%)
Value$0 (-$246.3K)
Filed 2026-10-08
Certior Financial Group, LLC
CLOSED
Shares0 from 3,118
Change-3,118 (-100%)
Value$0 (-$235.4K)
Filed 2026-10-19
Secure Asset Management, LLC
CLOSED
Shares0 from 3,032
Change-3,032 (-100%)
Value$0 (-$228.9K)
Filed 2026-10-19
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 3,014
Change-3,014 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-16
WealthPLAN Partners, LLC
CLOSED
Shares0 from 2,919
Change-2,919 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-15
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 2,834
Change-2,834 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-20
LS Investment Advisors, LLC
CLOSED
Shares0 from 2,710
Change-2,710 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-13
First National Bank Sioux Falls
CLOSED
Shares0 from 2,474
Change-2,474 (-100%)
Value$0 (-$223.1K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 2,030
Change-2,030 (-100%)
Value$0 (-$153.3K)
Filed 2026-10-14
NBT Bank, N.A.
CLOSED
Shares0 from 1,318
Change-1,318 (-100%)
Value$0 (-$99.5K)
Filed 2026-10-21
Founders Capital Management
CLOSED
Shares0 from 1,019
Change-1,019 (-100%)
Value$0 (-$76.9K)
Filed 2026-10-13
Islay Capital Management, LLC
CLOSED
Shares0 from 558
Change-558 (-100%)
Value$0 (-$42.1K)
Filed 2026-10-20
Go Invest LLC
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-09
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-26
Olistico Wealth, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-05
Solstein Capital, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-02
Pittenger & Anderson Inc
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-20
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-19
Financial Consulate, Inc
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-23
DecisionPoint Financial, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$760)
Filed 2026-10-27
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$8.7M (+$185.7K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 27,854,432
Change-27,854,432 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,991,594
Change-22,991,594 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,824,915
Change-13,824,915 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,829,309
Change-12,829,309 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,415,020
Change-12,415,020 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 10,952,646
Change-10,952,646 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,801,039
Change-8,801,039 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,732,671
Change-8,732,671 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,787,859
Change-6,787,859 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,320,401
Change-6,320,401 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,819,247
Change-5,819,247 (-100%)
Value—
Hrtg GPE, LLC
N/A
Shares— from 5,603,339
Change-5,603,339 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,503,613
Change-5,503,613 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,351,664
Change-5,351,664 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,260,337
Change-5,260,337 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 5,237,754
Change-5,237,754 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,743,885
Change-3,743,885 (-100%)
Value—
Diameter Capital Partners LP
N/A
Shares— from 3,363,600
Change-3,363,600 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,247,846
Change-3,247,846 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,933,050
Change-2,933,050 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,756,374
Change-2,756,374 (-100%)
Value—
Crcm LP
N/A
Shares— from 2,627,642
Change-2,627,642 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 2,623,650
Change-2,623,650 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,226,695
Change-2,226,695 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,191,169
Change-2,191,169 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,179,893
Change-2,179,893 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 1,980,085
Change-1,980,085 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,915,838
Change-1,915,838 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,880,448
Change-1,880,448 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,770,971
Change-1,770,971 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,720,597
Change-1,720,597 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,670,513
Change-1,670,513 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,659,286
Change-1,659,286 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,651,446
Change-1,651,446 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,646,017
Change-1,646,017 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,616,153
Change-1,616,153 (-100%)
Value—
Moon Capital Management LP
N/A
Shares— from 1,559,604
Change-1,559,604 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,551,830
Change-1,551,830 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,493,851
Change-1,493,851 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,433,117
Change-1,433,117 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,381,533
Change-1,381,533 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,337,852
Change-1,337,852 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,279,618
Change-1,279,618 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 1,195,340
Change-1,195,340 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,186,238
Change-1,186,238 (-100%)
Value—
Emory University
N/A
Shares— from 1,184,586
Change-1,184,586 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,130,603
Change-1,130,603 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,129,781
Change-1,129,781 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,126,052
Change-1,126,052 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,074,602
Change-1,074,602 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,038,795
Change-1,038,795 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,017,800
Change-1,017,800 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,013,648
Change-1,013,648 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 980,233
Change-980,233 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 977,186
Change-977,186 (-100%)
Value—
VCU Investment Management Co
N/A
Shares— from 969,928
Change-969,928 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 904,231
Change-904,231 (-100%)
Value—
Barclays PLC
N/A
Shares— from 880,867
Change-880,867 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 877,484
Change-877,484 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 858,088
Change-858,088 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 819,093
Change-819,093 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 807,662
Change-807,662 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 774,373
Change-774,373 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 756,577
Change-756,577 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 744,703
Change-744,703 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 742,991
Change-742,991 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 733,498
Change-733,498 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 730,122
Change-730,122 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 707,800
Change-707,800 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 691,008
Change-691,008 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 667,089
Change-667,089 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 663,500
Change-663,500 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 650,137
Change-650,137 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 641,393
Change-641,393 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 635,258
Change-635,258 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 627,964
Change-627,964 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 604,758
Change-604,758 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 589,664
Change-589,664 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 575,894
Change-575,894 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 538,401
Change-538,401 (-100%)
Value—
Eurizon Asset Management Hungary Ltd.
N/A
Shares— from 533,074
Change-533,074 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 530,298
Change-530,298 (-100%)
Value—
Blair William & Co
N/A
Shares— from 524,796
Change-524,796 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 513,674
Change-513,674 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 467,941
Change-467,941 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 458,998
Change-458,998 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 448,234
Change-448,234 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 444,396
Change-444,396 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 431,181
Change-431,181 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 426,515
Change-426,515 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 422,086
Change-422,086 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 421,606
Change-421,606 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 395,430
Change-395,430 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 380,803
Change-380,803 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 375,916
Change-375,916 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 371,845
Change-371,845 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 359,362
Change-359,362 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 355,443
Change-355,443 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 355,328
Change-355,328 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 353,641
Change-353,641 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 353,400
Change-353,400 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 345,528
Change-345,528 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 342,456
Change-342,456 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 336,707
Change-336,707 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 335,451
Change-335,451 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 330,096
Change-330,096 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 329,879
Change-329,879 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 319,149
Change-319,149 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 318,499
Change-318,499 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 317,153
Change-317,153 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 312,888
Change-312,888 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 306,180
Change-306,180 (-100%)
Value—
Prudential PLC
N/A
Shares— from 295,485
Change-295,485 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 284,111
Change-284,111 (-100%)
Value—
Stephens Inc
N/A
Shares— from 281,519
Change-281,519 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 276,829
Change-276,829 (-100%)
Value—
Commerce Bank
N/A
Shares— from 272,265
Change-272,265 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 265,660
Change-265,660 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 263,548
Change-263,548 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 259,519
Change-259,519 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 258,407
Change-258,407 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 251,889
Change-251,889 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 249,615
Change-249,615 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 248,254
Change-248,254 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 245,631
Change-245,631 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 241,959
Change-241,959 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 240,889
Change-240,889 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 234,174
Change-234,174 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 232,160
Change-232,160 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 228,943
Change-228,943 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 228,192
Change-228,192 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 228,069
Change-228,069 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 226,229
Change-226,229 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 224,727
Change-224,727 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 218,233
Change-218,233 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 214,200
Change-214,200 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 212,782
Change-212,782 (-100%)
Value—
&partners
N/A
Shares— from 209,714
Change-209,714 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 203,876
Change-203,876 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 202,270
Change-202,270 (-100%)
Value—
CSS LLC
N/A
Shares— from 200,040
Change-200,040 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 197,676
Change-197,676 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 195,400
Change-195,400 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 194,746
Change-194,746 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 187,221
Change-187,221 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 183,362
Change-183,362 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 182,194
Change-182,194 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 180,105
Change-180,105 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 179,467
Change-179,467 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 177,738
Change-177,738 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 176,990
Change-176,990 (-100%)
Value—
EFG International AG
N/A
Shares— from 175,224
Change-175,224 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 172,440
Change-172,440 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 162,857
Change-162,857 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 162,235
Change-162,235 (-100%)
Value—
Rogco, LP
N/A
Shares— from 158,010
Change-158,010 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 156,405
Change-156,405 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 154,581
Change-154,581 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 153,145
Change-153,145 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 152,699
Change-152,699 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 151,511
Change-151,511 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 149,964
Change-149,964 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 149,479
Change-149,479 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 149,297
Change-149,297 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 145,131
Change-145,131 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 143,524
Change-143,524 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 139,369
Change-139,369 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 138,128
Change-138,128 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 137,167
Change-137,167 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 129,807
Change-129,807 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 128,254
Change-128,254 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 128,169
Change-128,169 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 127,922
Change-127,922 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 126,011
Change-126,011 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 125,816
Change-125,816 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 122,905
Change-122,905 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 122,575
Change-122,575 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 119,988
Change-119,988 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 118,298
Change-118,298 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 118,207
Change-118,207 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 116,916
Change-116,916 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 115,740
Change-115,740 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 113,862
Change-113,862 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 112,372
Change-112,372 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 110,566
Change-110,566 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 109,777
Change-109,777 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 106,205
Change-106,205 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 106,103
Change-106,103 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 104,607
Change-104,607 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 104,567
Change-104,567 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 104,387
Change-104,387 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 103,583
Change-103,583 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 102,542
Change-102,542 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 101,985
Change-101,985 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 100,720
Change-100,720 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 99,931
Change-99,931 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 99,913
Change-99,913 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 99,800
Change-99,800 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 98,289
Change-98,289 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 98,043
Change-98,043 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 96,279
Change-96,279 (-100%)
Value—
Motco
N/A
Shares— from 96,088
Change-96,088 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 95,810
Change-95,810 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 94,874
Change-94,874 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 94,105
Change-94,105 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 93,314
Change-93,314 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 92,315
Change-92,315 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 89,415
Change-89,415 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 88,555
Change-88,555 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 87,075
Change-87,075 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 86,531
Change-86,531 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 86,000
Change-86,000 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 85,868
Change-85,868 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 85,557
Change-85,557 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 84,294
Change-84,294 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 84,037
Change-84,037 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 83,422
Change-83,422 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 83,002
Change-83,002 (-100%)
Value—
Tikvah Management LLC
N/A
Shares— from 82,230
Change-82,230 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 80,631
Change-80,631 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 79,431
Change-79,431 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 78,766
Change-78,766 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 77,382
Change-77,382 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 77,253
Change-77,253 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 76,637
Change-76,637 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 76,246
Change-76,246 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 76,182
Change-76,182 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 75,984
Change-75,984 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 75,948
Change-75,948 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 75,160
Change-75,160 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 75,115
Change-75,115 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 73,909
Change-73,909 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 73,252
Change-73,252 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 72,665
Change-72,665 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 71,785
Change-71,785 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 71,474
Change-71,474 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 70,469
Change-70,469 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 69,869
Change-69,869 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 69,714
Change-69,714 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 69,514
Change-69,514 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 69,453
Change-69,453 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 68,583
Change-68,583 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 68,562
Change-68,562 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 67,663
Change-67,663 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 67,033
Change-67,033 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 66,231
Change-66,231 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 65,678
Change-65,678 (-100%)
Value—
EQ LLC
N/A
Shares— from 65,487
Change-65,487 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 65,110
Change-65,110 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 64,617
Change-64,617 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 63,741
Change-63,741 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 63,355
Change-63,355 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 63,309
Change-63,309 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 62,143
Change-62,143 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 61,826
Change-61,826 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 61,199
Change-61,199 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 60,863
Change-60,863 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 60,699
Change-60,699 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 60,399
Change-60,399 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 60,121
Change-60,121 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 59,820
Change-59,820 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 59,306
Change-59,306 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 58,855
Change-58,855 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 58,820
Change-58,820 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 58,235
Change-58,235 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 58,084
Change-58,084 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 58,008
Change-58,008 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 57,720
Change-57,720 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 56,188
Change-56,188 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 55,660
Change-55,660 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 54,773
Change-54,773 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 54,486
Change-54,486 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 54,430
Change-54,430 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 53,409
Change-53,409 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 52,041
Change-52,041 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 52,018
Change-52,018 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 51,881
Change-51,881 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 50,998
Change-50,998 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 50,994
Change-50,994 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 50,769
Change-50,769 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 50,740
Change-50,740 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 50,452
Change-50,452 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 49,100
Change-49,100 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 48,944
Change-48,944 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 48,897
Change-48,897 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 48,302
Change-48,302 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 48,294
Change-48,294 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 46,825
Change-46,825 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 46,798
Change-46,798 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 46,755
Change-46,755 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 46,402
Change-46,402 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 46,215
Change-46,215 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 45,108
Change-45,108 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 44,909
Change-44,909 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 43,640
Change-43,640 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 43,309
Change-43,309 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 42,941
Change-42,941 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 42,652
Change-42,652 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 42,580
Change-42,580 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 42,272
Change-42,272 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 41,588
Change-41,588 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 40,749
Change-40,749 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 40,611
Change-40,611 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 40,483
Change-40,483 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 40,238
Change-40,238 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 40,211
Change-40,211 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 40,114
Change-40,114 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 39,920
Change-39,920 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 39,653
Change-39,653 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 39,637
Change-39,637 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 38,616
Change-38,616 (-100%)
Value—
Simmons Bank
N/A
Shares— from 38,467
Change-38,467 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 38,443
Change-38,443 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 38,277
Change-38,277 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 37,900
Change-37,900 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 37,671
Change-37,671 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 37,505
Change-37,505 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 37,469
Change-37,469 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 36,167
Change-36,167 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 35,557
Change-35,557 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 34,894
Change-34,894 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 34,445
Change-34,445 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 34,186
Change-34,186 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 34,054
Change-34,054 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 32,818
Change-32,818 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 32,725
Change-32,725 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 32,678
Change-32,678 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 32,530
Change-32,530 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 32,082
Change-32,082 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 31,875
Change-31,875 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 31,832
Change-31,832 (-100%)
Value—
Bank OZK
N/A
Shares— from 31,777
Change-31,777 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 31,727
Change-31,727 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 31,440
Change-31,440 (-100%)
Value—
Betterment LLC
N/A
Shares— from 30,972
Change-30,972 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 30,688
Change-30,688 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 30,496
Change-30,496 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 30,432
Change-30,432 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 30,374
Change-30,374 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 30,322
Change-30,322 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 30,166
Change-30,166 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 29,608
Change-29,608 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 28,905
Change-28,905 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 28,550
Change-28,550 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 28,358
Change-28,358 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 28,172
Change-28,172 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 28,155
Change-28,155 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 27,558
Change-27,558 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 27,150
Change-27,150 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 26,889
Change-26,889 (-100%)
Value—
Invst, LLC
N/A
Shares— from 26,590
Change-26,590 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 26,420
Change-26,420 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 26,416
Change-26,416 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 26,108
Change-26,108 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 26,026
Change-26,026 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 25,960
Change-25,960 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 25,886
Change-25,886 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 25,803
Change-25,803 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 25,766
Change-25,766 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 25,759
Change-25,759 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 25,490
Change-25,490 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 25,178
Change-25,178 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 25,009
Change-25,009 (-100%)
Value—
Nwam LLC
N/A
Shares— from 24,904
Change-24,904 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 24,569
Change-24,569 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 24,421
Change-24,421 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 24,068
Change-24,068 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 23,920
Change-23,920 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 23,701
Change-23,701 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 23,647
Change-23,647 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 23,536
Change-23,536 (-100%)
Value—
EWA, LLC
N/A
Shares— from 23,505
Change-23,505 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 23,132
Change-23,132 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 23,101
Change-23,101 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 23,076
Change-23,076 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 23,049
Change-23,049 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,260
Change-22,260 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 22,220
Change-22,220 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 22,091
Change-22,091 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 22,022
Change-22,022 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 21,876
Change-21,876 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 21,481
Change-21,481 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 21,389
Change-21,389 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 21,387
Change-21,387 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 21,368
Change-21,368 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 21,033
Change-21,033 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 20,230
Change-20,230 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 20,093
Change-20,093 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 20,007
Change-20,007 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 19,699
Change-19,699 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 19,401
Change-19,401 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 19,145
Change-19,145 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 19,024
Change-19,024 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 18,952
Change-18,952 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 18,786
Change-18,786 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 18,714
Change-18,714 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 18,626
Change-18,626 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 18,566
Change-18,566 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 18,217
Change-18,217 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 18,070
Change-18,070 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 17,841
Change-17,841 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 17,840
Change-17,840 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 17,814
Change-17,814 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 17,799
Change-17,799 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 17,578
Change-17,578 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 17,417
Change-17,417 (-100%)
Value—
S&CO Inc
N/A
Shares— from 17,174
Change-17,174 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 16,987
Change-16,987 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 16,821
Change-16,821 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 16,614
Change-16,614 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 16,540
Change-16,540 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 16,420
Change-16,420 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 16,306
Change-16,306 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 16,125
Change-16,125 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 16,075
Change-16,075 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 16,052
Change-16,052 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 16,024
Change-16,024 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 15,910
Change-15,910 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 15,598
Change-15,598 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 15,504
Change-15,504 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 15,429
Change-15,429 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 15,256
Change-15,256 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 15,199
Change-15,199 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 15,013
Change-15,013 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 14,760
Change-14,760 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14,627
Change-14,627 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 14,451
Change-14,451 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 14,324
Change-14,324 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 14,250
Change-14,250 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 14,233
Change-14,233 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 14,147
Change-14,147 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 14,060
Change-14,060 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 13,904
Change-13,904 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 13,788
Change-13,788 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 13,612
Change-13,612 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 13,606
Change-13,606 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 13,365
Change-13,365 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 13,290
Change-13,290 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 13,044
Change-13,044 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 12,820
Change-12,820 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 12,760
Change-12,760 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 12,697
Change-12,697 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 12,632
Change-12,632 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 12,457
Change-12,457 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 12,289
Change-12,289 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 12,247
Change-12,247 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 12,180
Change-12,180 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 12,153
Change-12,153 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 11,932
Change-11,932 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 11,916
Change-11,916 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 11,787
Change-11,787 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 11,576
Change-11,576 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 11,559
Change-11,559 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 11,536
Change-11,536 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,432
Change-11,432 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 11,122
Change-11,122 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 11,080
Change-11,080 (-100%)
Value—
American Trust
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 10,870
Change-10,870 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 10,869
Change-10,869 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 10,779
Change-10,779 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 10,610
Change-10,610 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 10,496
Change-10,496 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 10,486
Change-10,486 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 10,417
Change-10,417 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 10,338
Change-10,338 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 10,071
Change-10,071 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 10,035
Change-10,035 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 10,030
Change-10,030 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,021
Change-10,021 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 9,843
Change-9,843 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 9,815
Change-9,815 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 9,658
Change-9,658 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 9,581
Change-9,581 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 9,461
Change-9,461 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 9,419
Change-9,419 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 9,372
Change-9,372 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 9,347
Change-9,347 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 9,295
Change-9,295 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 9,176
Change-9,176 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 9,151
Change-9,151 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 9,098
Change-9,098 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 8,956
Change-8,956 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 8,914
Change-8,914 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 8,764
Change-8,764 (-100%)
Value—
Amundi
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,587
Change-8,587 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 8,531
Change-8,531 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,253
Change-8,253 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 8,195
Change-8,195 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 8,112
Change-8,112 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 7,973
Change-7,973 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 7,972
Change-7,972 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 7,946
Change-7,946 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 7,845
Change-7,845 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 7,811
Change-7,811 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 7,489
Change-7,489 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 7,362
Change-7,362 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 7,337
Change-7,337 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6,953
Change-6,953 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 6,929
Change-6,929 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 6,717
Change-6,717 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,635
Change-6,635 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 6,544
Change-6,544 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,454
Change-6,454 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 6,437
Change-6,437 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 6,326
Change-6,326 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 6,290
Change-6,290 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 6,210
Change-6,210 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 6,198
Change-6,198 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 6,194
Change-6,194 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 6,003
Change-6,003 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
Catawba River Capital
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 5,765
Change-5,765 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 5,706
Change-5,706 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,683
Change-5,683 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 5,591
Change-5,591 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,529
Change-5,529 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 5,447
Change-5,447 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
Daiichi Life International Holdings LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,824
Change-4,824 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,615
Change-4,615 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 4,509
Change-4,509 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,438
Change-4,438 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,173
Change-4,173 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 3,836
Change-3,836 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Legacy Trust
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 3,414
Change-3,414 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 999
Change-999 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 950
Change-950 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 861
Change-861 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 858
Change-858 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 761
Change-761 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 707
Change-707 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 698
Change-698 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 695
Change-695 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 675
Change-675 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 582
Change-582 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 515
Change-515 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 370
Change-370 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 355
Change-355 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 312
Change-312 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 309
Change-309 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Main Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 183
Change-183 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 66
Change-66 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 51
Change-51 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 20
Change-20 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 17
Change-17 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 12
Change-12 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Citigroup Inc
INCREASED7,989,6787,264,173+725,505+10%$548.5M$624.0M+$75.5M2026-11-04
WealthNavi Inc.
DECREASED6,462,9926,653,240-190,248-3%$502.4M$504.8M+$2.4M2026-10-27
Keybank National Association
INCREASED3,666,6323,665,787+845+0%$276.8M$286.4M+$9.6M2026-11-04
Commonwealth Equity Services, LLC
DECREASED2,794,5003,104,618-310,118-10%$234.4M$218.3M-$16.2M2026-11-02
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,577,4573,114,126-536,669-17%$235.1M$201.3M-$33.8M2026-10-29
Truist Financial Corp
DECREASED2,433,2412,939,343-506,102-17%$221.9M$190.0M-$31.9M2026-10-30
Bank of New York Mellon Corp
INCREASED1,903,0271,840,038+62,989+3%$138.9M$148.6M+$9.7M2026-11-05
Arnhold LLC
UNCHANGED1,757,2541,757,25400%$132.7M$137.2M+$4.6M2026-10-26
Equitable Trust Co
DECREASED1,606,0651,657,565-51,500-3%$125.2M$125.4M+$270.9K2026-10-13
Pennsylvania State University
UNCHANGED1,574,0991,574,09900%$118.9M$122.9M+$4.1M2026-10-02
Pictet Asset Management Holding SA
INCREASED1,162,544899,141+263,403+29%$67.9M$91.3M+$23.4M2026-11-03
Assetmark, Inc
INCREASED1,096,428985,621+110,807+11%$74.4M$85.6M+$11.2M2026-10-21
Beacon Investment Advisory Services, Inc.
INCREASED1,050,6331,019,061+31,572+3%$76.9M$82.1M+$5.1M2026-10-13
Forbes J M & Co LLP
DECREASED911,314911,672-3580%$68.8M$71.2M+$2.3M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED886,418907,369-20,951-2%$68.5M$69.2M+$714.0K2026-11-02
Central Trust Co
DECREASED875,223887,292-12,069-1%$67.0M$68.4M+$1.4M2026-11-05
Creative Planning
INCREASED805,699792,471+13,228+2%$59.8M$62.9M+$3.1M2026-11-02
Tanglewood Wealth Management, Inc.
INCREASED793,653780,110+13,543+2%$58.9M$62.0M+$3.1M2026-10-23
Anderson Hoagland & Co
INCREASED771,604769,660+1,944+0%$58.1M$58.4M+$262.5K2026-10-23
GenWealth Group, Inc.
INCREASED726,552636,522+90,030+14%$48.1M$56.7M+$8.7M2026-10-16
Capital Asset Advisory Services LLC
INCREASED693,545660,237+33,308+5%$49.9M$52.5M+$2.6M2026-10-30
Kestra Advisory Services, LLC
INCREASED686,377583,062+103,315+18%$44.0M$53.6M+$9.6M2026-11-02
Narwhal Capital Management
INCREASED675,611672,087+3,524+1%$50.7M$52.8M+$2.0M2026-11-04
Biltmore Family Office, LLC
INCREASED646,993645,613+1,380+0%$48.8M$50.5M+$1.8M2026-11-03
Park Avenue Securities LLC
INCREASED642,034606,122+35,912+6%$45.8M$50.1M+$4.4M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED633,413587,655+45,758+8%$29.4M$33.1M+$3.7M2026-10-13
Strategic Point Investment Advisors, LLC
INCREASED562,805555,178+7,627+1%$41.9M$44.0M+$2.0M2026-10-29
TD Waterhouse Canada Inc.
INCREASED546,042517,314+28,728+6%$39.3M$42.9M+$3.6M2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED530,168605,714-75,546-12%$45.7M$41.4M-$4.3M2026-11-05
Cadinha & Co LLC
INCREASED528,322516,618+11,704+2%$39.0M$41.3M+$2.3M2026-10-22
Fifth Third Bancorp
INCREASED523,806495,989+27,817+6%$37.5M$40.9M+$3.5M2026-11-05
EverSource Wealth Advisors, LLC
DECREASED507,143655,374-148,231-23%$49.5M$39.6M-$9.9M2026-11-04
First Command Advisory Services, Inc.
DECREASED506,735849,212-342,477-40%$64.1M$39.6M-$24.5M2026-11-05
Acorn Financial Advisory Services Inc
DECREASED495,954500,409-4,455-1%$37.8M$38.7M+$948.1K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED469,524374,204+95,320+25%$28.3M$36.7M+$8.4M2026-10-16
Blue Trust, Inc.
DECREASED455,133460,543-5,410-1%$34.8M$35.5M+$770.3K2026-10-15
Sagespring Wealth Partners, LLC
INCREASED445,081413,958+31,123+8%$31.3M$34.8M+$3.5M2026-10-22
Argos Wealth Advisors, LLC
INCREASED441,578440,971+607+0%$33.3M$34.5M+$1.2M2026-11-02
IFP Advisors, Inc
DECREASED396,394555,136-158,742-29%$41.9M$31.0M-$11.0M2026-10-16
True Private Wealth Advisors
INCREASED394,641389,255+5,386+1%$29.4M$30.8M+$1.4M2026-10-19
Bfsg, LLC
DECREASED385,297397,969-12,672-3%$30.1M$30.1M+$41.1K2026-10-30
VCI Wealth Management LLC
INCREASED375,867347,507+28,360+8%$26.2M$29.4M+$3.1M2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED362,314307,145+55,169+18%$23.2M$28.3M+$5.1M2026-10-20
Perigon Wealth Management, LLC
INCREASED356,832344,717+12,115+4%$26.0M$27.9M+$1.8M2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED350,726261,405+89,321+34%$19.7M$27.4M+$7.7M2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED349,971282,506+67,465+24%$21.3M$27.3M+$6.0M2026-11-03
Chemistry Wealth Management LLC
INCREASED347,783346,112+1,671+0%$26.1M$27.2M+$1.0M2026-10-16
Mader & Shannon Wealth Management, Inc.
INCREASED341,230334,134+7,096+2%$25.2M$26.7M+$1.4M2026-11-02
Farther Finance Advisors, LLC
INCREASED335,926299,942+35,984+12%$22.6M$26.2M+$3.6M2026-10-08
Oppenheimer Asset Management Inc.
INCREASED322,729313,194+9,535+3%$23.6M$25.2M+$1.6M2026-10-27
Parcion Private Wealth LLC
INCREASED321,609318,583+3,026+1%$24.1M$25.1M+$1.1M2026-10-28
HB Wealth Management, LLC
INCREASED318,740208,539+110,201+53%$15.7M$24.9M+$9.1M2026-10-23
Vision Capital Management, Inc.
INCREASED317,911307,858+10,053+3%$23.2M$24.8M+$1.6M2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED311,853312,256-4030%$23.6M$24.4M+$777.3K2026-10-20
Thrivent Financial for Lutherans
INCREASED310,044284,219+25,825+9%$21.5M$24.3M+$2.8M2026-11-05
Sofi Wealth, LLC
INCREASED307,977263,368+44,609+17%$19.9M$24.1M+$4.2M2026-10-27
Chatham Capital Group, Inc.
DECREASED307,095312,445-5,350-2%$23.6M$24.0M+$391.4K2026-10-16
LVM Capital Management LTD
INCREASED301,697299,586+2,111+1%$22.6K$23.6M+$23.5M2026-10-20
Baldwin Wealth Partners LLC
DECREASED296,978301,674-4,696-2%$22.8M$23.2M+$414.6K2026-10-13
Bokf, NA
DECREASED296,923301,157-4,234-1%$22.7M$23.2M+$449.3K2026-10-27
Cardinal Point Capital Management ULC
INCREASED296,909295,330+1,579+1%$22.3M$23.2M+$888.2K2026-10-21
Wallington Asset Management, LLC
INCREASED296,794280,535+16,259+6%$21.2M$23.2M+$2.0M2026-11-04
Wealth Quarterback LLC
INCREASED281,612250,563+31,049+12%$18.9M$22.0M+$3.1M2026-10-20
Nkcfo LLC
UNCHANGED279,400279,40000%$21.1M$21.8M+$724.0K2026-11-04
James Investment Research, Inc.
DECREASED275,181281,952-6,771-2%$21.3M$21.5M+$201.4K2026-10-22
AMG National Trust Bank
INCREASED274,441272,942+1,499+1%$20.6M$21.4M+$824.0K2026-11-05
Fourpath Capital Management, LLC
INCREASED272,873265,275+7,598+3%$20.0M$21.3M+$1.3M2026-10-19
Forza Wealth Management, LLC
INCREASED271,796216,851+54,945+25%$16.4M$21.2M+$4.9M2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
DECREASED271,525311,696-40,171-13%$23.5M$21.2M-$2.3M2026-10-29
Fifth Third Securities, Inc.
DECREASED267,615289,279-21,664-7%$21.8M$20.9M-$942.7K2026-10-21
Cypress Capital Group
DECREASED262,554269,426-6,872-3%$20.3M$20.5M+$161.1K2026-11-03
JSF Financial, LLC
INCREASED252,084244,608+7,476+3%$18.5M$19.7M+$1.2M2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED248,291247,086+1,205+0%$18.7M$19.4M+$734.1K2026-10-16
Mirae Asset Global Investments Co., Ltd.
DECREASED248,100283,701-35,601-13%$21.4M$19.4M-$2.0M2026-11-03
Pictet North America Advisors SA
DECREASED247,824248,044-2200%$18.7M$19.4M+$625.3K2026-10-21
MGO One Seven LLC
INCREASED245,059241,931+3,128+1%$18.3M$19.1M+$870.9K2026-10-28
Brookstone Capital Management
DECREASED244,319258,296-13,977-5%$19.5M$19.1M-$422.6K2026-10-22
US Bancorp \de\
DECREASED239,964240,126-1620%$18.1M$18.7M+$609.3K2026-11-05
Sterling Financial Planning, Inc.
INCREASED239,515233,678+5,837+3%$17.6M$18.7M+$1.1M2026-10-28
CPA Asset Management Group, LLC
DECREASED238,058240,930-2,872-1%$18.2M$18.6M+$399.7K2026-10-26
Mackay Shields LLC
DECREASED235,500328,020-92,520-28%$24.8M$18.4M-$6.4M2026-10-13
New Harbor Financial Group, LLC
INCREASED234,039135,621+98,418+73%$10.2M$18.3M+$8.0M2026-10-22
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED233,652223,547+10,105+5%$16.9M$18.2M+$1.4M2026-10-29
China Universal Asset Management Co., Ltd.
DECREASED232,440297,940-65,500-22%$22.5M$18.3M-$4.2M2026-10-28
Verger Capital Management LLC
INCREASED224,024223,830+194+0%$16.9M$17.5M+$594.9K2026-10-22
Resonant Capital Advisors, LLC
INCREASED211,021184,243+26,778+15%$13.9M$16.5M+$2.6M2026-10-15
Sage Private Wealth Group, LLC
INCREASED210,846204,868+5,978+3%$15.5M$16.5M+$997.6K2026-10-21
Hamilton Point Investment Advisors, LLC
INCREASED209,277205,853+3,424+2%$15.5M$16.3M+$800.6K2026-11-03
White Lighthouse Investment Management Inc.
INCREASED206,769196,065+10,704+5%$14.8M$16.1M+$1.3M2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED206,672205,888+784+0%$16.0M$16.1M+$91.8K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED202,994179,228+23,766+13%$13.5M$15.9M+$2.3M2026-10-30
Carota Wealth Management
NEW197,680—+197,680——$15.4M—2026-11-03
Sigma Planning Corp
DECREASED196,143220,618-24,475-11%$16.7M$15.3M-$1.3M2026-10-23
Shepherd Financial Partners LLC
INCREASED190,794149,054+41,740+28%$11.3M$14.9M+$3.6M2026-11-03
Vise Technologies, Inc.
INCREASED187,35797,319+90,038+93%$7.3M$14.6M+$7.3M2026-10-29
JB Capital LLC
INCREASED183,906175,850+8,056+5%$13.3M$14.4M+$1.1M2026-10-19
Grove Bank & Trust
INCREASED182,412156,618+25,794+16%$11.8M$14.2M+$2.4M2026-10-08
Three Bridge Wealth Advisors, LLC
DECREASED179,609183,087-3,478-2%$13.8M$14.0M+$202.6K2026-11-05
Sowa Financial Group, Inc.
DECREASED178,976285,204-106,228-37%$21.5M$14.0M-$7.6M2026-10-26
Clear Harbor Asset Management, LLC
INCREASED177,044174,349+2,695+2%$13.2M$13.8M+$662.0K2026-11-05
VestGen Advisors, LLC
INCREASED175,677129,743+45,934+35%$9.8M$13.7M+$3.9M2026-10-27
Wealth Management Partners, LLC
DECREASED171,116177,803-6,687-4%$13.4M$13.4M-$61.7K2026-10-21
NTV Asset Management LLC
DECREASED170,832173,052-2,220-1%$13.1M$13.3M+$274.8K2026-10-23
Stonebridge Financial Group, LLC
INCREASED166,274165,248+1,026+1%$12.5M$13.0M+$508.1K2026-10-01
Sapient Capital LLC
INCREASED164,792158,839+5,953+4%$12.0M$12.9M+$876.3K2026-10-08
Spectrum Asset Management, Inc. (NB )
INCREASED162,896159,602+3,294+2%$12.1M$12.7M+$670.6K2026-10-19
Sowell Financial Services LLC
INCREASED161,54289,851+71,691+80%$6.8M$12.6M+$5.8M2026-10-23
Mesirow Financial Investment Management, Inc.
DECREASED159,829160,957-1,128-1%$12.2M$12.5M+$328.8K2026-11-05
Apollon Wealth Management, LLC
INCREASED159,482157,656+1,826+1%$11.9M$12.5M+$550.9K2026-10-23
Stephen J. Garry & Associates, LLC
DECREASED157,393160,529-3,136-2%$12.1M$12.3M+$170.8K2026-11-05
Parkside Investments, LLC
INCREASED156,855151,885+4,970+3%$11.5M$12.3M+$781.5K2026-10-20
Avestar Capital, LLC
INCREASED154,177142,505+11,672+8%$10.8M$12.0M+$1.3M2026-10-28
Morton Capital Management LLC
INCREASED154,140150,109+4,031+3%$11.3M$12.0M+$703.6K2026-10-23
Old Port Advisors
INCREASED152,101146,190+5,911+4%$11.0M$11.9M+$840.3K2026-10-23
LifeWealth Investments, LLC
INCREASED151,407137,841+13,566+10%$10.4M$11.8M+$1.4M2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED151,10957,860+93,249+161%$4.4M$11.7M+$7.3M2026-11-05
Midwest Trust Co
DECREASED149,889152,876-2,987-2%$11.5M$11.7M+$162.7K2026-10-22
Ascent Group, LLC
DECREASED149,155149,714-5590%$11.3M$11.6M+$344.1K2026-10-30
Signet Investment Advisory Group, Inc.
DECREASED147,214147,594-3800%$11.1M$11.5M+$352.6K2026-10-30
Clear Wave Wealth Management LLC
INCREASED145,421144,266+1,155+1%$10.9M$11.4M+$463.8K2026-11-04
Lido Advisors, LLC
INCREASED141,725118,131+23,594+20%$8.9M$11.1M+$2.1M2026-11-04
Avaii Wealth Management, LLC
INCREASED140,871131,621+9,250+7%$9.9M$11.0M+$1.0M2026-10-09
Atria Investments, Inc
INCREASED140,755125,220+15,535+12%$9.5M$11.0M+$1.5M2026-10-15
DSG Capital Advisors, LLC
DECREASED140,345141,590-1,245-1%$10.8M$11.0M+$161.9K2026-11-05
Spire Wealth Management
INCREASED138,627131,886+6,741+5%$10.0M$10.8M+$868.1K2026-10-30
Sage Rhino Capital LLC
DECREASED138,485153,370-14,885-10%$11.6M$10.8M-$765.3K2026-10-28
MBA Advisors LLC
INCREASED138,451131,576+6,875+5%$9.9M$10.8M+$877.7K2026-10-29
Diversify Wealth Management, LLC
INCREASED138,055124,480+13,575+11%$9.6M$10.8M+$1.3M2026-10-20
Diversify Advisory Services, LLC
INCREASED138,055124,480+13,575+11%$9.6M$10.8M+$1.3M2026-10-20
Stablepoint Partners, LLC
INCREASED137,223120,038+17,185+14%$9.1M$10.7M+$1.7M2026-11-03
Fiduciary Financial Group, LLC
INCREASED136,472125,744+10,728+9%$9.5M$10.7M+$1.2M2026-10-13
Camden National Bank
INCREASED134,235126,913+7,322+6%$9.6M$10.5M+$900.6K2026-11-02
Topor & Co. Korea
INCREASED133,007131,980+1,027+1%$10.0M$10.4M+$422.0K2026-10-22
SBI Securities Co., Ltd.
INCREASED132,539128,990+3,549+3%$9.7M$10.4M+$611.3K2026-10-22
LifePlan Financial, LLC
INCREASED131,468131,129+339+0%$9.9M$10.2M+$308.3K2026-10-13
Global Wealth Strategies & Associates
INCREASED131,360126,318+5,042+4%$9.5M$10.3M+$720.9K2026-10-02
Townsend & Associates, Inc
INCREASED131,084129,101+1,983+2%$9.7M$10.3M+$541.3K2026-10-23
Independent Financial Group, LLC
INCREASED130,427125,884+4,543+4%$9.5M$10.2M+$680.9K2026-10-13
Broussard Financial Group LLC
DECREASED130,386143,120-12,734-9%$10.8M$10.2M-$623.8K2026-10-26
Bigelow Investment Advisors, LLC
INCREASED127,932126,904+1,028+1%$9.6M$10.0M+$409.0K2026-10-13
Jnba Financial Advisors
DECREASED127,408128,823-1,415-1%$9.7M$10.0M+$223.1K2026-11-03
Highland Financial Advisors, LLC
INCREASED127,357123,538+3,819+3%$9.3M$9.9M+$618.2K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED126,97725,206+101,771+404%$1.9M$9.9M+$8.0M2026-10-13
Ariston Services Group
DECREASED125,388125,399-110%$9.5M$9.8M+$323.9K2026-10-16
Deane Retirement Strategies, Inc.
DECREASED121,909123,603-1,694-1%$9.3M$9.5M+$189.6K2026-10-09
Able Financial Group, LLC
INCREASED120,376109,438+10,938+10%$8.3M$9.4M+$1.1M2026-10-14
Systelligence, LLC
INCREASED120,14243,760+76,382+175%$3.3M$7.1M+$3.8M2026-11-05
Upper Left Wealth Management, LLC
DECREASED118,799165,498-46,699-28%$12.5M$9.3M-$3.2M2026-10-14
Silverleafe Capital Partners, LLC
INCREASED118,419116,638+1,781+2%$8.8M$9.2M+$441.2K2026-10-02
Sigma Investment Counselors Inc
INCREASED117,852114,383+3,469+3%$8.6M$9.2M+$567.2K2026-10-27
Patton Fund Management, Inc.
INCREASED112,043104,950+7,093+7%$7.9M$8.8M+$825.8K2026-10-13
Triad Wealth Partners, LLC
INCREASED112,00094,937+17,063+18%$7.2M$8.7M+$1.5M2026-10-26
Towneley Capital Management, Inc / de
DECREASED111,036111,410-3740%$8.4M$8.7M+$259.3K2026-10-09
Braeburn Wealth Management LLC
INCREASED110,826106,717+4,109+4%$8.1M$8.7M+$597.4K2026-10-15
Meridian Investment Counsel Inc.
DECREASED110,405117,933-7,528-6%$8.9M$8.6M-$282.5K2026-10-14
Trek Financial, LLC
INCREASED109,74647,204+62,542+132%$3.6M$8.6M+$5.0M2026-10-29
Sage Investment Advisers LLC
INCREASED108,26894,734+13,534+14%$7.2M$8.5M+$1.3M2026-10-21
Compound Planning, Inc.
DECREASED107,312111,023-3,711-3%$8.4M$8.4M-$2.3K2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED106,589109,489-2,900-3%$8.3M$8.3M+$57.1K2026-10-29
Tennessee Valley Asset Management Partners
INCREASED106,43551,572+54,863+106%$3.9M$8.3M+$4.4M2026-11-03
Sharkey, Howes & Javer
INCREASED106,294103,871+2,423+2%$7.8M$8.3M+$458.3K2026-10-22
United Asset Strategies, Inc.
INCREASED106,0358,953+97,082+1084%$676.0K$8.3M+$7.6M2026-10-28
DWM Financial Group, Inc.
DECREASED106,005179,766-73,761-41%$14.6M$8.3M-$6.3M2026-10-28
Ackerman Capital Advisors, LLC
DECREASED104,905105,275-3700%$7.9M$8.2M+$243.8K2026-10-30
Pekin Hardy Strauss, Inc.
DECREASED104,580104,830-2500%$7.9M$8.2M+$252.0K2026-11-02
Lifelong Wealth Advisors, Inc.
INCREASED104,511100,889+3,622+4%$7.6M$8.2M+$544.2K2026-10-19
Jmac Enterprises LLC
INCREASED102,79099,415+3,375+3%$7.5M$8.0M+$521.1K2026-10-30
Blueprint Investment Partners LLC
INCREASED101,42596,750+4,675+5%$7.3M$7.9M+$615.7K2026-10-28
Kitching Partners, LLC
INCREASED101,04995,210+5,839+6%$7.2M$7.9M+$702.6K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED100,792150,646-49,854-33%$11.4M$7.9M-$3.5M2026-10-14
Plan Group Financial, LLC
INCREASED100,77063,664+37,106+58%$4.8M$7.8M+$3.0M2026-10-22
Rochester Wealth Strategies, LLC
INCREASED100,33896,854+3,484+4%$7.3M$7.8M+$523.0K2026-11-03
DCF Advisers, LLC
UNCHANGED100,000100,00000%$7.6M$7.8M+$259.0K2026-11-04
Bull Oak Capital, LLC
INCREASED99,97397,670+2,303+2%$7.4M$7.8M+$432.8K2026-10-23
GFS Advisors, LLC
INCREASED99,69894,545+5,153+5%$2.3M$7.8M+$5.5M2026-11-03
Argentarii, LLC
INCREASED99,20287,728+11,474+13%$7.2M$7.7M+$538.2K2026-10-28
AdvisorNet Financial, Inc
DECREASED98,38999,824-1,435-1%$7.5M$7.6M+$45.1K2026-10-15
Crescent Grove Advisors, LLC
INCREASED96,66496,466+198+0%$7.3M$7.5M+$265.3K2026-10-21
Kure Advisory, LLC
INCREASED96,08087,752+8,328+9%$6.6M$7.5M+$877.7K2026-10-08
Hilltop National Bank
INCREASED95,09673,856+21,240+29%$5.6M$7.4M+$1.9M2026-10-14
Summit Place Financial Advisors, LLC
DECREASED93,761100,576-6,815-7%$7.6M$7.3M-$271.8K2026-10-23
CPR Investments Inc.
DECREASED93,23199,464-6,233-6%$7.5M$7.3M-$229.2K2026-10-26
Cranbrook Wealth Management, LLC
INCREASED93,12991,204+1,925+2%$6.9M$7.3M+$386.6K2026-10-28
TriaGen Wealth Management LLC
INCREASED90,79189,155+1,636+2%$6.7M$7.1M+$358.7K2026-10-14
Aspect Partners, LLC
INCREASED90,03084,588+5,442+6%$6.4M$7.0M+$644.1K2026-10-20
Leslie Global Wealth, LLC
INCREASED90,00287,210+2,792+3%$6.6M$7.0M+$443.9K2026-10-26
True North Advisors, LLC
INCREASED89,82187,616+2,205+3%$6.6M$7.0M+$399.1K2026-10-22
Vontobel Holding Ltd.
INCREASED89,14976,828+12,321+16%$5.8M$7.0M+$1.2M2026-10-16
Choreo, LLC
INCREASED89,01586,982+2,033+2%$6.6M$7.0M+$384.2K2026-10-28
Welch & Forbes LLC
INCREASED86,97386,883+90+0%$6.6M$6.8M+$232.1K2026-11-04
Apeiron RIA LLC
INCREASED86,36476,170+10,194+13%$6.0M$6.8M+$785.8K2026-10-08
Blueprint Financial Advisors LLC
DECREASED85,15086,514-1,364-2%$6.5M$6.7M+$117.5K2026-10-28
Pacific Capital Wealth Advisors, Inc.
DECREASED84,38584,448-630%$6.4M$6.6M+$213.8K2026-10-22
Strategic Blueprint, LLC
INCREASED83,34982,799+550+1%$6.3M$6.5M+$257.5K2026-10-22
Compagnie Lombard Odier SCmA
DECREASED81,86892,600-10,732-12%$7.0M$6.4M-$598.3K2026-11-04
Citizens Financial Group Inc
DECREASED81,36882,450-1,082-1%$6.2M$6.4M+$129.0K2026-10-23
Delta Financial Advisors LLC
INCREASED81,22181,171+50+0%$6.1M$6.3M+$214.1K2026-10-27
Sepio Capital, LP
INCREASED79,90877,908+2,000+3%$5.9M$6.2M+$358.0K2026-10-22
Security Financial Services, Inc.
INCREASED79,58553,685+25,900+48%$4.1M$6.2M+$2.2M2026-10-29
WealthCare Investment Partners, LLC
DECREASED79,30794,552-15,245-16%$7.1M$6.2M-$945.7K2026-11-05
Nova Financial LLC
NEW78,763—+78,763——$6.2M—2026-11-04
Parallel Advisors, LLC
INCREASED78,31265,576+12,736+19%$5.0M$6.1M+$1.2M2026-11-03
Fearless Solutions, LLC dba Best Invest
DECREASED78,28578,311-260%$5.9M$6.1M+$200.8K2026-10-14
Pettinga Financial Advisors LLC
INCREASED77,88850,912+26,976+53%$3.8M$6.1M+$2.2M2026-10-13
Fermata Advisors, LLC
INCREASED76,74274,473+2,269+3%$5.6M$6.0M+$370.1K2026-10-13
Inscription Capital, LLC
DECREASED76,45586,239-9,784-11%$6.5M$6.0M-$540.8K2026-11-02
Guardian Wealth Management, LLC
INCREASED76,39970,075+6,324+9%$5.3M$6.0M+$675.4K2026-10-14
Briaud Financial Planning Inc
DECREASED76,30380,824-4,521-6%$6.1M$6.0M-$143.8K2026-10-20
Mengis Capital Management, Inc.
INCREASED76,08966,213+9,876+15%$5.0M$5.9M+$942.7K2026-10-13
Strategic Investment Management, LLC
INCREASED76,07033,200+42,870+129%$2.5M$5.9M+$3.4M2026-10-20
Lanark Financial, Inc.
INCREASED75,62569,535+6,090+9%$5.3M$5.9M+$655.7K2026-10-26
Sentinel Trust Co LBA
DECREASED75,49584,861-9,366-11%$6.4K$5.9M+$5.9M2026-11-03
Apollon Financial, LLC
DECREASED75,18076,538-1,358-2%$5.8M$5.9M+$92.2K2026-10-23
Nottingham Advisors, Inc.
DECREASED75,03178,643-3,612-5%$5.9M$5.8M-$98.3K2026-10-29
Fifth Third Wealth Advisors LLC
DECREASED74,23174,947-716-1%$5.7M$5.8M+$138.2K2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED73,12572,628+497+1%$5.5M$5.7M+$226.9K2026-10-14
Gradient Investments LLC
INCREASED72,90270,720+2,182+3%$5.3M$5.7M+$353.6K2026-10-08
Stableford Capital II LLC
INCREASED72,45546,233+26,222+57%$3.5M$5.7M+$2.2M2026-10-09
Pacific Park Financial, Inc.
DECREASED71,99673,812-1,816-2%$5.6M$5.6M+$49.3K2026-10-13
NavPoint Financial, Inc.
UNCHANGED71,92871,92800%$5.4M$5.6M+$186.3K2026-10-21
Wespac Advisors SoCal, LLC
DECREASED71,25876,119-4,861-6%$5.7M$5.6M-$182.5K2026-10-13
D.A. Davidson & Co.
DECREASED70,80472,383-1,579-2%$5.5M$5.5M+$64.2K2026-10-28
waypoint wealth counsel
DECREASED69,48970,641-1,152-2%$5.3M$5.4M+$93.0K2026-10-22
Versant Capital Management, Inc
INCREASED68,28467,672+612+1%$5.1M$5.3M+$223.1K2026-10-02
Gibson Capital, LLC
DECREASED68,01868,603-585-1%$5.2M$5.3M+$132.0K2026-10-23
Variant Private Wealth, LLC
INCREASED67,99423,882+44,112+185%$1.8M$5.3M+$3.5M2026-10-21
Altiora Financial Group, LLC
INCREASED67,88864,394+3,494+5%$4.9M$5.3M+$439.7K2026-11-04
Garde Capital, Inc.
INCREASED67,25663,769+3,487+5%$4.8M$5.3M+$437.5K2026-10-29
Archer Investment Management, LLC
INCREASED66,77428,109+38,665+138%$2.1M$5.2M+$3.1M2026-10-13
Chicago Partners Investment Group LLC
DECREASED66,19766,465-2680%$5.1M$5.0M-$86.6K2026-10-27
Buttonwood Financial Group, LLC
INCREASED65,45438,354+27,100+71%$2.9M$5.1M+$2.2M2026-10-16
Nadler Financial Group, Inc.
DECREASED65,13970,044-4,905-7%$5.3M$5.1M-$201.7K2026-10-23
Modera Wealth Management, LLC
INCREASED64,57161,013+3,558+6%$4.6M$5.0M+$435.9K2026-10-28
Smith Thornton Advisors LLC
INCREASED64,14062,502+1,638+3%$4.7M$5.0M+$306.1K2026-10-16
Howland Capital Management LLC
INCREASED63,82959,479+4,350+7%$4.5M$5.0M+$493.8K2026-10-22
Westover Capital Advisors, LLC
INCREASED62,93062,895+35+0%$4.7M$4.9M+$165.6K2026-10-26
Amplius Wealth Advisors, LLC
DECREASED62,80164,990-2,189-3%$4.9M$4.9M-$2.6K2026-10-20
Financial Management Network Inc
INCREASED62,44762,434+13+0%$4.7M$4.9M+$154.0K2026-10-09
SteelPeak Wealth, LLC
INCREASED62,12658,292+3,834+7%$4.4M$4.9M+$450.4K2026-10-16
Sovran Advisors, LLC
INCREASED61,82759,409+2,418+4%$4.5M$4.7M+$154.8K2026-11-02
Well Done, LLC
INCREASED61,50761,194+313+1%$4.6M$4.8M+$182.9K2026-10-20
Axxcess Wealth Management, LLC
DECREASED61,173699,025-637,852-91%$52.8M$4.8M-$48.0M2026-10-21
Connective Portfolio Management, LLC
INCREASED60,02947,029+13,000+28%$3.6M$4.7M+$1.1M2026-10-22
Bellecapital International Ltd.
INCREASED59,68554,455+5,230+10%$4.1M$4.7M+$549.5K2026-10-21
Ascentis Independent Advisors
INCREASED59,38512,355+47,030+381%$932.9K$4.6M+$3.7M2026-11-03
Lynx Capital Group LTD
INCREASED58,98558,935+50+0%$4.5M$4.6M+$156.5K2026-11-04
Midwest Capital Advisors, LLC
INCREASED58,86044,307+14,553+33%$3.3M$4.6M+$1.3M2026-11-04
Kelly Financial Services LLC
INCREASED58,27553,485+4,790+9%$4.0M$4.6M+$512.7K2026-10-20
Stone House Investment Management, LLC
INCREASED58,01654,376+3,640+7%$4.1M$4.5M+$425.1K2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED56,63255,546+1,086+2%$4.2M$4.4M+$228.7K2026-10-13
Shrier Wealth Management, LLC
INCREASED55,62854,136+1,492+3%$4.1M$4.3M+$256.7K2026-10-20
Twelve Points Wealth Management LLC
INCREASED55,58445,934+9,650+21%$3.5M$4.1M+$584.7K2026-11-03
Stewardship Concepts Financial Services LLC
INCREASED55,25553,684+1,571+3%$4.1M$4.3M+$261.8K2026-10-06
Arkansas Financial Group, Inc.
INCREASED55,09651,203+3,893+8%$3.9M$4.3M+$436.7K2026-10-26
Sagace Wealth Management LLC
INCREASED54,94536,441+18,504+51%$2.8M$4.3M+$1.5M2026-10-28
Thompson Siegel & Walmsley LLC
UNCHANGED54,39354,39300%$4.1M$4.2M+$141.0K2026-11-05
First National Trust Co
INCREASED54,14947,562+6,587+14%$3.6M$4.2M+$637.6K2026-10-28
Sanchez Gaunt Capital Management, LLC
INCREASED54,09051,852+2,238+4%$3.9M$4.2M+$309.1K2026-11-03
Eagle Strategies LLC
INCREASED54,01251,112+2,900+6%$3.9M$4.2M+$358.9K2026-10-16
TME Financial, Inc.
INCREASED53,47850,760+2,718+5%$3.8M$4.2M+$343.7K2026-10-14
Firestone Capital Management
INCREASED53,45553,117+338+1%$4.0M$4.2M+$164.0K2026-11-03
Robinson Value Management, Ltd.
INCREASED53,39850,163+3,235+6%$3.8M$4.2M+$382.6K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED53,33146,933+6,398+14%$3.5M$4.2M+$621.2K2026-11-05
New Capital Management LP
INCREASED53,22147,193+6,028+13%$3.6M$4.2M+$593.0K2026-10-29
Insight Wealth Partners, LLC
DECREASED53,00753,352-345-1%$4.0M$4.1M+$111.2K2026-10-26
Park Edge Advisors, LLC
DECREASED52,95554,959-2,004-4%$4.1M$4.1M-$14.2K2026-10-28
Burns J W & Co Inc
DECREASED52,69558,401-5,706-10%$4.4M$4.1M-$294.4K2026-10-20
Foguth Wealth Management, Llc.
DECREASED52,56554,350-1,785-3%$4.1M$4.1M+$22.7K2026-10-19
Patriot Investment Management Group, Inc.
INCREASED52,26839,188+13,080+33%$3.0M$4.1M+$1.1M2026-10-15
Global Wealth Management, LLC
DECREASED52,11654,283-2,167-4%$4.1M$4.1M-$28.6K2026-10-15
Trademark Financial Management, LLC
INCREASED51,76251,059+703+1%$3.9M$4.0M+$187.1K2026-10-23
Cadent Capital Advisors, LLC
INCREASED51,60821,564+30,044+139%$1.6M$4.0M+$2.4M2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED50,80447,060+3,744+8%$3.5M$4.0M+$418.1K2026-10-13
Horst & Graben Wealth Management LLC
INCREASED50,78339,910+10,873+27%$3.0M$4.0M+$934.8K2026-11-02
Lynx Investment Advisory
DECREASED50,67851,396-718-1%$3.9M$4.0M+$77.0K2026-10-27
Patton Albertson Miller Group, LLC
INCREASED50,35248,042+2,310+5%$3.6M$3.9M+$304.8K2026-10-26
Towerpoint Wealth, LLC
INCREASED50,22845,561+4,667+10%$3.4M$3.9M+$482.5K2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED49,95048,949+1,001+2%$3.7M$3.9M+$205.0K2026-11-04
Altman Advisors, Inc.
DECREASED49,90954,545-4,636-8%$3.7M$3.9M+$223.6K2026-11-05
Titleist Asset Management, LLC
INCREASED49,71945,082+4,637+10%$3.4M$3.9M+$478.9K2026-10-08
Golden State Wealth Management, LLC
INCREASED49,22430,519+18,705+61%$2.3M$3.8M+$1.5M2026-11-02
Discipline Wealth Solutions, LLC
DECREASED48,77476,289-27,515-36%$5.8M$3.8M-$2.0M2026-10-14
Bluedoor Private Wealth, LLC
DECREASED48,72148,882-1610%$3.7M$3.8M+$114.0K2026-11-05
HUB Investment Partners, LLC
DECREASED48,44255,128-6,686-12%$4.2M$3.8M-$379.4K2026-11-03
Impact Investors, Inc
DECREASED48,434113,149-64,715-57%$8.5M$3.8M-$4.8M2026-11-02
Beacon Financial Group
INCREASED48,18744,142+4,045+9%$3.3M$3.8M+$430.2K2026-10-19
Mather Group, Llc.
DECREASED48,09149,181-1,090-2%$3.7M$3.8M+$42.3K2026-10-14
M Holdings Securities, Inc.
NEW47,967—+47,967——$3.6K—2026-11-03
BridgePort Financial Solutions, LLC
INCREASED47,87446,197+1,677+4%$3.5M$3.7M+$250.6K2026-11-02
Farrell Financial LLC
DECREASED47,66047,699-390%$3.6M$3.7M+$120.5K2026-10-16
Mosley Wealth Management
INCREASED47,15746,711+446+1%$3.5M$3.7M+$173.3K2026-10-16
Parkside Financial Bank & Trust
INCREASED46,97346,542+431+1%$3.5M$3.7M+$154.2K2026-10-27
Alhambra Investment Management LLC
INCREASED46,62439,139+7,485+19%$3.0M$3.6M+$685.9K2026-10-15
Avior Wealth Management, LLC
INCREASED46,60839,784+6,824+17%$3.0M$3.6M+$636.0K2026-10-13
Bison Wealth, LLC
INCREASED46,17127,188+18,983+70%$2.1M$3.6M+$1.5M2026-10-13
Northside Capital Management, LLC
INCREASED46,01545,047+968+2%$3.4M$3.6M+$192.3K2026-10-13
Elyxium Wealth, LLC
INCREASED45,99944,714+1,285+3%$3.4M$3.6M+$216.2K2026-10-27
Heck Capital Advisors, LLC
DECREASED45,67446,387-713-2%$3.5M$3.6M+$64.5K2026-10-14
NBH Bank
INCREASED45,60145,187+414+1%$3.4M$3.6M+$149.4K2026-11-05
CJM Wealth Advisers, Ltd.
INCREASED45,56119,447+26,114+134%$1.5M$3.6M+$2.1M2026-10-27
Tabr Capital Management, LLC
NEW45,374—+45,374——$3.5M—2026-10-20
Forthright Family Wealth Advisory LLC
INCREASED45,19945,126+73+0%$3.4M$3.5M+$122.5K2026-11-03
Guidance Capital, Inc
INCREASED44,89138,612+6,279+16%$2.9M$3.3M+$440.5K2026-11-03
Arlington Trust Co LLC
INCREASED44,58433,600+10,984+33%$2.5M$3.5M+$944.9K2026-10-20
Perennial Advisors, LLC
UNCHANGED43,35343,35300%$3.3M$3.4M+$112.3K2026-10-13
Courier Capital LLC
INCREASED43,22342,474+749+2%$3.2M$3.4M+$168.5K2026-10-19
RFG Advisory, LLC
INCREASED43,12938,956+4,173+11%$2.9M$3.4M+$426.8K2026-11-03
Roger Wittlin Investment Advisory, LLC
DECREASED42,74744,131-1,384-3%$3.3M$3.3M+$6.2K2026-10-19
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED42,00042,00000%$3.2M$3.3M+$108.8K2026-10-26
Skyline Advisors, Inc.
INCREASED41,88935,574+6,315+18%$2.7M$3.3M+$585.3K2026-11-03
Unique Wealth, LLC
INCREASED41,77038,947+2,823+7%$2.9M$3.3M+$321.4K2026-10-16
Highline Wealth Partners LLC
INCREASED41,70341,162+541+1%$3.1M$3.3M+$148.9K2026-10-19
Evolution Wealth Advisors, LLC
INCREASED41,54311,187+30,356+271%$844.7K$3.2M+$2.4M2026-11-03
Independent Wealth Advisors LLC
DECREASED40,69343,346-2,653-6%$3.3M$3.2M-$94.9K2026-10-27
Centerline Wealth Advisors, LLC
INCREASED40,11438,084+2,030+5%$2.9M$3.1M+$257.2K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED39,97726,158+13,819+53%$2.0M$3.1M+$1.1M2026-10-23
Wormser Freres Gestion
INCREASED39,96435,935+4,029+11%$2.8M$3.1M+$362.2K2026-10-21
Red Mountain Financial, LLC
INCREASED39,95639,432+524+1%$3.0M$3.1M+$143.1K2026-11-03
United Community Bank
DECREASED39,90243,322-3,420-8%$3.3M$3.1M-$154.9K2026-10-28
Bedminster, LLC
INCREASED39,86839,118+750+2%$3.0M$3.1M+$159.9K2026-11-04
Wealthcare Advisory Partners LLC
INCREASED39,57337,112+2,461+7%$2.8M$3.1M+$288.3K2026-10-21
Cushing Capital Partners, LLC
INCREASED39,39038,750+640+2%$2.9M$3.1M+$150.3K2026-10-20
Tsfg, LLC
DECREASED39,22172,894-33,673-46%$5.5M$3.1K-$5.5M2026-10-23
Apella Capital, LLC
DECREASED38,89940,479-1,580-4%$3.1M$3.0M-$134.3K2026-10-08
Adkins Seale Capital Management LLC
UNCHANGED38,47238,47200%$2.9M$3.0M+$99.6K2026-10-27
Trust Point Inc.
UNCHANGED38,33038,33000%$2.9M$3.0M+$99.3K2026-10-27
Maltin Wealth Management, Inc.
DECREASED38,313102,963-64,650-63%$7.8M$3.0M-$4.8M2026-10-13
West Wealth Group, LLC
INCREASED37,63132,421+5,210+16%$2.4M$2.9M+$490.9K2026-10-14
Wedbush Securities Inc
DECREASED37,44454,861-17,417-32%$4.1M$2.9K-$4.1M2026-10-22
Regions Financial Corp
INCREASED37,42035,818+1,602+4%$2.7M$2.9M+$217.9K2026-11-05
Whitener Capital Management, Inc.
INCREASED37,26337,083+180+0%$2.8M$2.9M+$110.1K2026-10-15
15 Wealth Advisors LLC
NEW37,052—+37,052——$2.9M—2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED37,03135,299+1,732+5%$2.7M$2.9M+$226.7K2026-10-27
Regatta Capital Group, LLC
INCREASED36,99232,806+4,186+13%$2.5M$2.9M+$411.9K2026-10-23
ShoreHaven Wealth Partners, LLC
INCREASED36,54635,180+1,366+4%$2.7M$2.9M+$197.8K2026-10-16
Sterling Capital Management LLC
UNCHANGED36,19636,19600%$2.7M$2.8M+$93.7K2026-10-22
TrustBank
INCREASED36,0844,133+31,951+773%$312.1K$2.8M+$2.5M2026-10-20
Citizens National Bank Trust Department
INCREASED36,07933,772+2,307+7%$2.6M$2.8M+$267.6K2026-11-04
Cypress Wealth Services, LLC
INCREASED36,01634,847+1,169+3%$2.6M$2.8M+$144.1K2026-10-21
Tenet Wealth Partners, LLC
INCREASED35,96535,252+713+2%$2.7M$2.8M+$102.2K2026-10-19
Eastern Bank
DECREASED35,70540,450-4,745-12%$3.1M$2.8M-$265.8K2026-10-05
J2 Capital Management Inc
INCREASED35,56020,833+14,727+71%$1.6M$2.8M+$1.2M2026-10-19
Bailard, Inc.
UNCHANGED35,45135,45100%$2.7M$2.8M+$91.8K2026-10-13
Boyce & Associates Wealth Consulting, Inc.
INCREASED35,35833,248+2,110+6%$2.5M$2.8M+$250.9K2026-10-14
Walkner Condon Financial Advisors LLC
DECREASED35,11037,179-2,069-6%$2.8M$2.7M-$65.3K2026-11-02
Plancorp, LLC
INCREASED34,74920,517+14,232+69%$1.5M$2.5M+$990.0K2026-11-03
Moneco Advisors, LLC
DECREASED34,45635,693-1,237-3%$2.7M$2.7M-$4.2K2026-11-05
Waldron Private Wealth LLC
UNCHANGED34,34134,34100%$2.6M$2.7M+$88.9K2026-11-02
Inlet Private Wealth, LLC
INCREASED34,33434,284+50+0%$2.6M$2.7M+$92.7K2026-10-21
Weil Company, Inc.
DECREASED34,32834,528-200-1%$2.6M$2.7M+$73.8K2026-10-14
Procyon Advisors, LLC
INCREASED34,2885,671+28,617+505%$428.2K$2.7M+$2.2M2026-10-21
Evergreen Capital Management LLC
INCREASED34,28133,281+1,000+3%$2.5M$2.7M+$164.3K2026-10-23
Kanawha Capital Management LLC
INCREASED34,26933,544+725+2%$2.5M$2.7M+$143.5K2026-10-19
Nvwm, LLC
INCREASED34,14433,077+1,067+3%$2.5M$2.7M+$169.0K2026-10-14
Relyea Zuckerberg Hanson LLC
INCREASED33,97233,316+656+2%$2.5M$2.7M+$137.5K2026-10-20
TSA Wealth Managment LLC
DECREASED33,74735,739-1,992-6%$2.7M$2.6M-$63.0K2026-10-22
Five Pine Wealth Management
INCREASED33,73933,480+259+1%$2.5M$2.6M+$107.0K2026-10-20
New England Private Wealth Advisors LLC
UNCHANGED33,68133,68100%$2.6M$2.6M+$63.0K2026-10-19
Old National Bancorp
DECREASED33,48133,693-212-1%$2.5M$2.6M+$70.7K2026-10-20
ASL Financial, LLC
DECREASED33,14336,214-3,071-8%$2.7M$2.6M-$146.1K2026-10-15
Confluence Wealth Services, Inc.
DECREASED32,97433,481-507-2%$2.5M$2.6M+$47.1K2026-11-05
OAK Family Advisors, LLC
DECREASED32,94533,238-293-1%$2.5M$2.6M+$63.2K2026-10-19
Sage Mountain Advisors LLC
DECREASED32,80333,303-500-1%$2.5M$2.6M+$47.2K2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED32,72219,225+13,497+70%$1.5M$2.6M+$1.1M2026-10-16
Pachira Investments Inc.
INCREASED32,69918,853+13,846+73%$1.4M$2.6M+$1.1M2026-10-14
Prospera Financial Services Inc
INCREASED32,33529,446+2,889+10%$2.2M$2.4M+$134.4K2026-11-04
Flywheel Private Wealth LLC
DECREASED31,99432,013-190%$2.4M$2.5M+$81.4K2026-11-02
Oppenheimer & Co Inc
INCREASED31,98330,171+1,812+6%$2.3M$2.5M+$219.7K2026-10-26
Americana Partners, LLC
INCREASED31,93831,758+180+1%$2.4M$2.5M+$96.3K2026-10-28
Aureum Wealth Management, LLC
INCREASED31,85029,589+2,261+8%$2.2M$2.5M+$253.2K2026-10-15
Accredited Investor Services, LLC
DECREASED31,79032,090-300-1%$2.4M$2.5M+$59.7K2026-10-22
Interchange Capital Partners, LLC
DECREASED31,68334,162-2,479-7%$2.6M$2.5M-$105.1K2026-10-28
Cathy Pareto & Associates, Inc
INCREASED31,43230,022+1,410+5%$2.3M$2.5M+$188.1K2026-10-15
4J Wealth Management LLC
INCREASED31,00826,157+4,851+19%$2.0M$2.4M+$446.6K2026-11-02
Braun-Bostich & Associates Inc.
INCREASED30,87518,746+12,129+65%$1.4M$2.4M+$995.8K2026-10-20
ATX Financial Planning, LLC
DECREASED30,79137,203-6,412-17%$2.8M$2.4M-$404.4K2026-10-14
Columbus Macro, LLC
INCREASED30,61127,670+2,941+11%$2.1M$2.4M+$301.3K2026-10-14
A4 Wealth Advisors LLC
INCREASED30,57514,685+15,890+108%$1.1M$2.4M+$1.3M2026-10-20
Independence Bank of Kentucky
INCREASED30,5526,602+23,950+363%$498.5K$2.4M+$1.9M2026-10-26
Redhawk Wealth Advisors, Inc.
INCREASED30,18027,978+2,202+8%$2.1M$2.4M+$244.4K2026-10-14
Verus Financial Partners, Inc.
UNCHANGED30,16130,16100%$2.3M$2.4M+$78.1K2026-10-29
Acorn Creek Capital LLC
INCREASED29,92021,865+8,055+37%$1.7M$2.3M+$685.7K2026-11-05
Marks Group Wealth Management, Inc
INCREASED29,86026,358+3,502+13%$2.0M$2.3M+$341.8K2026-11-05
Butensky & Cohen Financial Security, Inc
INCREASED29,21022,700+6,510+29%$1.7M$2.3M+$567.2K2026-10-13
Avalon Capital Management
INCREASED29,11625,659+3,457+13%$1.9M$2.3M+$336.4K2026-11-04
Cowa, LLC
DECREASED29,03929,079-400%$2.2M$2.3M+$72.2K2026-10-30
Grand Central Investment Group
UNCHANGED28,92928,92900%$2.2M$2.3M+$74.9K2026-11-02
Independent Solutions Wealth Management, LLC
DECREASED28,60442,419-13,815-33%$3.2M$2.2M-$969.1K2026-10-28
Ehrlich Financial Group
INCREASED28,54525,788+2,757+11%$1.9M$2.2M+$282.1K2026-10-20
Guardian Partners Inc.
INCREASED28,12515,125+13,000+86%$1.1M$2.2M+$1.1M2026-10-21
Cane Capital Partners, LLC
NEW28,028—+28,028——$2.2M—2026-10-23
Clear Retirement Advice LLC
DECREASED27,76927,941-172-1%$2.1M$2.2M+$58.9K2026-10-22
Virtus Family Office LLC
INCREASED27,28325,970+1,313+5%$2.0M$2.1M+$169.8K2026-10-30
SAX Wealth Advisors, LLC
INCREASED27,27221,246+6,026+28%$1.9M$2.1M+$257.0K2026-10-13
Stone Wealth Partners
NEW27,196—+27,196——$2.1M—2026-11-05
Simplicity Wealth,LLC
INCREASED26,95718,897+8,060+43%$1.4M$2.1M+$678.4K2026-10-23
Csenge Advisory Group
DECREASED26,93327,404-471-2%$2.1M$2.1M+$34.2K2026-11-04
Novem Group
INCREASED26,85017,722+9,128+52%$1.3M$2.1M+$758.8K2026-10-19
TD Private Client Wealth LLC
INCREASED26,78224,554+2,228+9%$1.9M$2.1M+$237.6K2026-10-28
Advus Financial Partners, LLC
DECREASED26,71732,882-6,165-19%$2.5M$2.1M-$396.3K2026-10-20
Shade Tree Advisors LLC
NEW26,500—+26,500——$2.1M—2026-10-22
Vicus Capital
INCREASED26,27626,183+93+0%$2.0M$2.1M+$75.1K2026-11-05
5th Street Advisors, LLC
INCREASED26,09718,130+7,967+44%$1.4M$2.0M+$669.2K2026-11-04
Brighton Jones LLC
INCREASED26,03324,706+1,327+5%$1.9M$2.0M+$167.6K2026-11-03
Claro Advisors Inc.
DECREASED26,01626,312-296-1%$2.0M$2.0M+$45.0K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED25,91327,189-1,276-5%$2.1M$2.0M-$29.2K2026-10-13
Glenview Trust Co
INCREASED25,55624,097+1,459+6%$1.8M$2.0M+$176.4K2026-10-28
AlphaCore Capital LLC
INCREASED25,33323,529+1,804+8%$1.8M$2.0M+$201.8K2026-11-04
Values First Advisors, Inc.
INCREASED25,19024,572+618+3%$1.9M$2.0M+$111.9K2026-10-23
Endeavor Private Wealth, Inc.
INCREASED25,09424,790+304+1%$1.9M$2.0M+$88.0K2026-11-05
Beam Wealth Advisors, Inc.
INCREASED24,99923,650+1,349+6%$1.8M$2.0M+$166.6K2026-11-03
Larson Financial Group LLC
INCREASED24,56224,241+321+1%$1.8M$1.9M+$87.9K2026-11-05
Anchor Capital Advisors LLC
INCREASED24,54924,270+279+1%$1.8M$1.9M+$84.6K2026-11-05
PFG Advisors
DECREASED24,54331,654-7,111-22%$2.4M$1.9M-$473.4K2026-10-16
TPG Advisors LLC
DECREASED24,41726,955-2,538-9%$2.0M$1.9M-$128.4K2026-10-16
Uptick Partners, LLC
INCREASED24,36314,348+10,015+70%$1.1M$1.9M+$819.3K2026-11-04
Montis Financial, LLC
UNCHANGED24,33924,33900%$1.8M$1.9M+$63.0K2026-11-04
Outlook Wealth Advisors, LLC
DECREASED24,09924,358-259-1%$1.8M$1.9M+$42.9K2026-10-28
Arta Finance Wealth Management LLC
INCREASED24,04823,852+196+1%$1.8M$1.9M+$77.1K2026-10-28
Bradley & Co. Private Wealth Management, LLC
UNCHANGED24,02124,02100%$1.8M$1.9M+$62.2K2026-10-23
RHL Group, LLC
INCREASED23,88427+23,857+88359%$2.1K$1.9M+$1.9M2026-11-04
First Premier Bank
INCREASED23,43823,401+37+0%$1.8K$1.8K+$632026-10-13
MinichMacGregor Wealth Management, LLC
INCREASED23,3944,409+18,985+431%$333.0K$1.8M+$1.5M2026-10-14
Founders Financial Securities LLC
INCREASED23,2944,605+18,689+406%$347.7K$1.8M+$1.5M2026-10-28
Florida Trust Wealth Management Co
INCREASED23,29419,990+3,304+17%$1.5M$1.8M+$309.8K2026-11-05
Macroview Investment Management LLC
INCREASED23,15622,514+642+3%$1.7M$1.8M+$108.5K2026-10-26
Asset Management One Co., Ltd.
DECREASED23,05024,150-1,100-5%$1.8M$1.8M-$23.4K2026-10-27
Provenance Wealth Advisors, LLC
INCREASED22,97119,872+3,099+16%$1.5M$1.8M+$293.5K2026-10-30
Spectrum Planning & Advisory Services Inc.
INCREASED22,73914,573+8,166+56%$1.1M$1.8M+$675.5K2026-11-05
J.Safra Asset Management Corp
UNCHANGED22,57122,57100%$1.7M$1.8M+$58.5K2026-11-03
Focus Financial Network, Inc.
DECREASED22,55242,314-19,762-47%$3.2M$1.8M-$1.4M2026-10-14
Sageworth Trust Co
UNCHANGED22,49622,49600%$1.7M$1.8M+$58.3K2026-10-30
First Horizon Corp
DECREASED22,39223,615-1,223-5%$1.8M$1.7M-$34.4K2026-10-26
WealthBridge Capital Management, LLC
DECREASED22,32022,422-1020%$1.7M$1.7M+$50.1K2026-10-16
Alterna Wealth Management, Inc
INCREASED22,29019,510+2,780+14%$1.5M$1.7M+$267.6K2026-10-27
Hudson Oak Wealth Advisory LLC
UNCHANGED22,00722,00700%$1.7M$1.7M+$57.0K2026-10-16
RFG - Bristol Wealth Advisors, LLC
DECREASED22,00324,221-2,218-9%$1.8M$1.7M-$110.5K2026-10-09
Silverlake Wealth Management LLC
INCREASED21,95921,115+844+4%$1.6M$1.7M+$120.6K2026-10-21
Independent Wealth Network Inc.
INCREASED21,91915,606+6,313+40%$1.2M$1.7M+$533.5K2026-10-19
Integrated Advisors Network LLC
INCREASED21,88220,814+1,068+5%$1.6M$1.7M+$137.3K2026-10-20
Verdence Capital Advisors LLC
NEW21,859—+21,859——$1.7M—2026-10-26
Terra Nova Asset Management LLC
UNCHANGED21,76621,76600%$1.6M$1.7M+$56.4K2026-10-13
Centurion Wealth Management LLC
DECREASED21,70527,945-6,240-22%$2.1M$1.7M-$415.0K2026-10-13
Verity Asset Management, Inc.
DECREASED21,58023,134-1,554-7%$1.7M$1.7M-$61.5K2026-10-30
Noble Wealth Management PBC
INCREASED21,50321,437+66+0%$1.6M$1.7M+$60.7K2026-10-01
Bay Harbor Wealth Management, LLC
INCREASED21,41617,341+4,075+24%$1.3M$1.7M+$363.2K2026-11-03
Encompass More Asset Management
INCREASED21,3482,968+18,380+619%$224.1K$1.7M+$1.4M2026-10-16
Ipsen Advisor Group LLC
DECREASED21,19624,795-3,599-15%$1.9M$1.7M-$216.8K2026-10-29
Rossby Financial, LCC
INCREASED21,1175,506+15,611+284%$415.8K$1.6M+$1.2M2026-11-05
Valeo Financial Advisors, LLC
DECREASED21,06447,028-25,964-55%$3.6M$1.6M-$1.9M2026-10-08
Cobblestone Asset Management LLC
INCREASED20,72419,520+1,204+6%$1.5M$1.6M+$144.6K2026-10-13
Lantern Wealth Advisors, LLC
INCREASED20,66318,562+2,101+11%$1.4M$1.6M+$212.2K2026-10-22
Mirador Capital Partners LP
DECREASED20,50220,697-195-1%$1.6M$1.6M+$38.4K2026-10-09
Westside Investment Management, Inc.
INCREASED20,49320,433+60+0%$1.5M$1.6M+$57.6K2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED20,39820,263+135+1%$1.5M$1.6M+$63.0K2026-10-19
Blossom Wealth Management
INCREASED20,31318,846+1,467+8%$1.4M$1.6M+$163.4K2026-11-03
Ifrah Financial Services, Inc.
DECREASED20,11120,730-619-3%$1.6M$1.6M+$5.3K2026-10-13
Jacobi Capital Management LLC
INCREASED20,07919,162+917+5%$1.4M$1.6M+$121.2K2026-11-05
Myecfo, LLC
INCREASED20,04319,065+978+5%$1.4M$1.6M+$125.8K2026-10-14
Avory & Company, LLC
UNCHANGED20,00020,00000%$1.5M$1.6M+$51.8K2026-10-21
Davenport & Co LLC
INCREASED19,74117,505+2,236+13%$1.3M$1.5M+$220.0K2026-10-14
Narus Financial Partners, LLC
INCREASED19,71019,239+471+2%$1.5M$1.5M+$86.6K2026-10-19
Rose Capital Advisors LLC
INCREASED19,36316,164+3,199+20%$1.2M$1.5M+$291.7K2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED19,30520,276-971-5%$1.5M$1.5M-$23.3K2026-10-05
Advisory Solutions Group, LLC
NEW19,255—+19,255——$1.5M—2026-10-14
Retirement Planning Group, LLC
INCREASED19,16019,030+130+1%$1.4M$1.5M+$59.4K2026-10-19
SigFig Wealth Management, LLC
INCREASED18,96518,924+41+0%$1.4M$1.5M+$51.9K2026-10-07
ETF Store, Inc.
INCREASED18,95018,940+10+0%$1.4M$1.5M+$49.8K2026-10-19
Silvia Mccoll Wealth Management, LLC
UNCHANGED18,68118,68100%$1.4M$1.5M+$48.4K2026-10-07
Jordan Park Trust Co LLC
UNCHANGED18,65118,65100%$1.4M$1.5M+$48.3K2026-10-19
Principle Wealth Partners LLC
UNCHANGED18,64418,64400%$1.4M$1.5M+$48.3K2026-11-02
Forum Financial Management, LP
UNCHANGED18,49418,49400%$1.4M$1.4M+$47.9K2026-10-16
First Affirmative Financial Network
NEW18,460—+18,460——$1.4M—2026-10-21
Simon Quick Advisors, LLC
INCREASED18,42315,370+3,053+20%$1.2M$1.4M+$278.2K2026-10-26
Signal Advisors Wealth, LLC
INCREASED18,25615,259+2,997+20%$1.2M$1.4M+$273.6K2026-10-13
Town Capital LLC
INCREASED18,20810,203+8,005+78%$770.4K$1.4M+$651.6K2026-11-03
Pilgrim Partners Asia Pte Ltd
DECREASED18,15023,000-4,850-21%$1.7M$1.4M-$319.2K2026-10-29
Ballew Advisors, Inc
UNCHANGED18,03518,03500%$1.4M$1.4M+$7.9K2026-10-05
May Hill Capital, LLC
INCREASED17,97714,801+3,176+21%$1.1M$1.4M+$286.4K2026-11-03
Ashton Thomas Securities, LLC
INCREASED17,89917,487+412+2%$1.3M$1.4M+$77.5K2026-10-26
Mission Wealth Management, LP
DECREASED17,80834,729-16,921-49%$2.6M$1.4M-$1.2M2026-10-15
Bright Financial Advisors, Inc.
DECREASED17,76817,999-231-1%$1.4M$1.4M+$28.6K2026-10-23
FSM Wealth Advisors, LLC
INCREASED17,75614,744+3,012+20%$1.1M$1.4M+$287.1K2026-10-27
ERn Financial, LLC
INCREASED17,75017,059+691+4%$1.3M$1.4M+$98.2K2026-10-28
S.A. Mason LLC
INCREASED17,71817,372+346+2%$1.3M$1.4M+$72.0K2026-10-13
Dahring | Cusmano LLC
DECREASED17,57245,596-28,024-61%$3.4M$1.4M-$2.1M2026-11-03
Private Trust Co NA
INCREASED17,57215,902+1,670+11%$1.2M$1.4M+$171.6K2026-10-20
Cooke Wealth Management, LLC
INCREASED17,38015,583+1,797+12%$1.2M$1.4M+$180.7K2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED17,24517,391-146-1%$1.3M$1.3M+$33.6K2026-10-22
Keystone Wealth Services, LLC
INCREASED17,21515,943+1,272+8%$1.2M$1.4M+$147.9K2026-11-03
Tarbox Family Office, Inc.
INCREASED17,14815,077+2,071+14%$1.1M$1.3M+$200.8K2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED17,01216,497+515+3%$1.2M$1.3M+$83.0K2026-10-08
Angeles Wealth Management, LLC
INCREASED17,00613,334+3,672+28%$1.0M$1.3M+$321.3K2026-10-26
Ritholtz Wealth Management
INCREASED16,80116,094+707+4%$1.2M$1.3M+$96.9K2026-11-05
Asempa Wealth Advisors
INCREASED16,79216,205+587+4%$1.2M$1.3M+$94.0K2026-10-07
Capital Investment Advisors, LLC
DECREASED16,79017,239-449-3%$1.3M$1.3M+$9.6K2026-10-22
IPG Investment Advisors LLC
DECREASED16,73719,621-2,884-15%$1.5M$1.3M-$174.4K2026-10-30
Curated Wealth Partners LLC
UNCHANGED16,52216,52200%$1.2M$1.3M+$42.8K2026-10-15
Vima LLC
DECREASED16,45116,531-800%$1.2M$1.3M+$36.6K2026-10-23
Milestone Asset Management, LLC
DECREASED16,39318,395-2,002-11%$1.4M$1.3M-$108.7K2026-10-15
Evermay Wealth Management LLC
UNCHANGED16,32916,32900%$1.2M$1.3M+$42.3K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED16,30214,714+1,588+11%$1.1M$1.3M+$162.1K2026-10-13
MFA Wealth Advisors, LLC
DECREASED16,28923,128-6,839-30%$1.7M$1.3M-$474.2K2026-10-07
Atala Financial Inc
UNCHANGED16,26216,26200%$1.2M$1.3M+$42.1K2026-10-22
Meadow Creek Wealth Advisors LLC
DECREASED16,18616,846-660-4%$1.3M$1.3M-$7.9K2026-11-02
Ellis Investment Partners, LLC
DECREASED16,02716,348-321-2%$1.2M$1.3M+$17.3K2026-10-21
DMC Group, LLC
INCREASED16,01715,478+539+3%$1.2M$1.3M+$82.2K2026-10-26
Wedmont Private Capital
INCREASED15,90715,810+97+1%$1.2M$1.2M+$13.9K2026-10-09
Frankly Finances, LLC
UNCHANGED15,86815,86800%$1.2M$1.2M+$41.1K2026-10-28
CWA Asset Management Group, LLC
DECREASED15,84717,178-1,331-8%$1.3M$1.2M-$59.5K2026-10-19
MCF Advisors LLC
DECREASED15,83816,029-191-1%$1.2M$1.2M+$26.6K2026-10-28
Wealthstar Advisors, LLC
DECREASED15,82517,448-1,623-9%$1.3M$1.2M-$81.6K2026-10-19
Mraz, Amerine & Associates, Inc.
DECREASED15,77216,129-357-2%$1.2M$1.2M+$13.9K2026-10-30
Maia Wealth LLC
DECREASED15,72116,451-730-4%$1.2M$1.2M-$14.4K2026-10-19
Bdfs Capital LLC
INCREASED15,6629,966+5,696+57%$752.5K$1.2M+$470.6K2026-10-14
Atwater Malick LLC
UNCHANGED15,57315,57300%$1.2M$1.2M+$40.3K2026-10-15
Birch Hill Investment Advisors LLC
INCREASED15,42710,652+4,775+45%$804.3K$1.2M+$400.5K2026-10-16
Riverbend Wealth Management, LLC
INCREASED15,34613,224+2,122+16%$998.5K$1.2M+$200.0K2026-10-15
Certuity, LLC
UNCHANGED15,31215,31200%$1.2M$1.2M+$39.7K2026-11-02
Rebalance, LLC
DECREASED15,08715,137-500%$1.1M$1.2M+$35.3K2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED15,07214,492+580+4%$1.1M$1.2M+$82.8K2026-10-22
Northcape Wealth Management, LLC
UNCHANGED14,96014,96000%$1.1M$1.2M+$38.7K2026-11-04
MBL Wealth, LLC
DECREASED14,62514,705-80-1%$1.1M$1.1M+$31.8K2026-10-22
Strengthening Families & Communities, LLC
INCREASED14,53814,503+35+0%$1.1M$1.1M+$40.3K2026-10-21
PKS Advisory Services, LLC
UNCHANGED14,50814,50800%$1.1M$1.1M$02026-10-26
Cornerstone Planning Group LLC
INCREASED14,48714,008+479+3%$1.1M$1.1M+$54.3K2026-10-16
Signaturefd, LLC
DECREASED14,33018,260-3,930-22%$1.4M$1.1M-$259.6K2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED14,23014,23000%$1.1M$1.1M+$36.9K2026-10-22
KCM Investment Advisors LLC
INCREASED14,14214,129+13+0%$1.1M$1.1M+$37.6K2026-10-27
Compass Financial Group, Inc. (Ohio)
INCREASED14,02310,665+3,358+31%$805.3K$1.1M+$289.9K2026-10-19
Venture Visionary Partners LLC
DECREASED13,96115,908-1,947-12%$1.2M$1.1M-$110.9K2026-10-07
Swmg, LLC
INCREASED13,91812,896+1,022+8%$983.6K$1.1M+$69.5K2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED13,88414,533-649-4%$1.1M$1.1M-$13.0K2026-11-05
Compass Wealth Management, LLC
UNCHANGED13,83813,83800%$1.0M$1.1M+$35.8K2026-10-30
CoreCap Advisors, LLC
INCREASED13,77413,476+298+2%$1.0M$1.1M+$58.3K2026-10-08
One Wealth Capital Management, LLC
DECREASED13,62016,043-2,423-15%$1.2M$1.1M-$147.7K2026-10-23
Embree Financial Group
DECREASED13,61215,694-2,082-13%$1.2M$1.1M-$122.0K2026-10-22
Blue Fin Capital, Inc.
UNCHANGED13,55413,55400%$1.0M$1.1M+$35.1K2026-10-28
Andrews Advisory Associates, LLC
DECREASED13,55114,938-1,387-9%$1.1M$1.1M-$69.6K2026-10-15
AA Financial Advisors, LLC
INCREASED13,54313,351+192+1%$1.0M$1.1M+$49.5K2026-10-19
Klingman & Associates, LLC
DECREASED13,51515,015-1,500-10%$1.1M$1.1M-$78.3K2026-10-20
Greenspring Advisors, LLC
DECREASED13,46313,634-171-1%$1.0M$1.1M+$22.0K2026-11-05
Polaris Investment Advisors, LLC
DECREASED13,39813,943-545-4%$1.1M$1.0M-$6.5K2026-10-20
PDS Planning, Inc
INCREASED13,37813,352+26+0%$1.0M$1.0M+$36.6K2026-11-03
New York Life Investment Management LLC
NEW13,317—+13,317——$1.0M—2026-11-04
Aspiriant, LLC
DECREASED13,27413,468-194-1%$1.0M$1.0M+$19.7K2026-10-16
Obermeyer Wealth Partners
INCREASED13,2565,079+8,177+161%$383.5K$1.0M+$651.8K2026-10-21
Clear Creek Financial Management, LLC
DECREASED13,187113,506-100,319-88%$8.6M$1.0M-$7.5M2026-10-28
Facet Wealth, Inc.
INCREASED13,1749,956+3,218+32%$751.8K$1.0M+$277.1K2026-11-04
Mill Capital Management, LLC
UNCHANGED12,99412,99400%$981.2K$1.0M+$33.7K2026-10-26
TopTier Wealth Management, LLC
UNCHANGED12,98812,98800%$980.7K$1.0M+$33.6K2026-10-16
North Forty Two & Co.
INCREASED12,86912,069+800+7%$911.3K$1.0M+$93.7K2026-10-19
Hanson & Doremus Investment Management
DECREASED12,84912,894-450%$974.0K$1.0K-$973.0K2026-10-16
Grey Ledge Advisors, LLC
INCREASED12,84712,830+17+0%$968.8K$1.0M+$34.6K2026-11-02
Sharper & Granite LLC
INCREASED12,80510,689+2,116+20%$807.1K$1.1M+$321.8K2026-11-02
GLR Partners, LLC
INCREASED12,73311,970+763+6%$903.9K$994.4K+$90.6K2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED12,63113,982-1,351-10%$1.1M$986.5K-$69.3K2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED12,58612,634-480%$954.0K$983.0K+$29.0K2026-10-13
Ameliora Wealth Management Ltd.
UNCHANGED12,50012,50000%$943.9K$976.3K+$32.4K2026-10-23
Pinnacle Associates LTD
INCREASED12,30012,228+72+1%$923.3K$960.6K+$37.3K2026-10-20
Global Financial Private Client, LLC
INCREASED12,27012,186+84+1%$920.2K$958.3K+$38.1K2026-10-15
Greenleaf Trust
DECREASED12,26012,280-200%$927.3K$957.5K+$30.2K2026-10-29
Ashurst Perkins Coie Trust Co
INCREASED12,21810,014+2,204+22%$756.2K$954.2K+$198.1K2026-10-15
First Bank & Trust
DECREASED12,20714,533-2,326-16%$1.1M$953.4K-$144.0K2026-10-19
Verus Capital Partners, LLC
INCREASED12,17012,090+80+1%$912.9K$950.5K+$37.6K2026-11-03
Indivisible Partners
INCREASED12,1457,484+4,661+62%$565.1K$948.5K+$383.4K2026-10-26
McAdam, LLC
DECREASED12,00012,712-712-6%$959.9K$937.2K-$22.7K2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED11,98611,007+979+9%$831.1K$936.1K+$105.0K2026-11-03
Nations Financial Group Inc,
INCREASED11,8337,786+4,047+52%$587.9K$924.2K+$336.2K2026-11-05
Colony Family Offices, LLC
UNCHANGED11,82011,82000%$892.5K$923.1K+$30.6K2026-10-22
Phillips Financial Management, LLC
UNCHANGED11,76411,76400%$888.3K$918.8K+$30.5K2026-10-19
Kornitzer Capital Management Inc
INCREASED11,69610,379+1,317+13%$783.7K$913.5K+$129.7K2026-11-03
One Advisory Partners, LLC
DECREASED11,64742,311-30,664-72%$3.2M$909.6K-$2.3M2026-10-22
Green Ridge Wealth Planning LLC
INCREASED11,58011,530+50+0%$870.6K$904.4K+$33.8K2026-10-08
Private Client Services, LLC
DECREASED11,57312,375-802-6%$934.4K$903.8K-$30.6K2026-10-02
Jamison Private Wealth Management, Inc.
DECREASED11,45411,526-72-1%$870.3K$894.6K+$24.2K2026-10-14
Lantz Financial LLC
DECREASED11,45411,471-170%$866.2K$894.6K+$28.4K2026-10-15
Hoxton Planning & Management, LLC
INCREASED11,42810,585+843+8%$799.3K$892.5K+$93.3K2026-10-15
Exchange Bank
DECREASED11,25911,283-240%$852.0K$879.3K+$27.3K2026-10-07
Regent Peak Wealth Advisors LLC
INCREASED11,2546,898+4,356+63%$520.9K$878.9K+$358.1K2026-10-13
Fairvoy Private Wealth, LLC
INCREASED11,24310,735+508+5%$810.6K$878.1K+$67.5K2026-10-19
FFG Partners, LLC
DECREASED11,09612,618-1,522-12%$952.8K$866.6K-$86.2K2026-10-15
RCW Management, LLC
DECREASED10,98811,020-320%$832.1K$858.2K+$26.0K2026-10-30
Rainier Family Wealth Inc
INCREASED10,97310,957+16+0%$827.4K$857.0K+$29.6K2026-11-02
Diesslin Group, Inc.
UNCHANGED10,90410,90400%$823.4K$851.6K+$28.2K2026-10-14
Traveka Wealth, LLC
INCREASED10,8988,506+2,392+28%$642.3K$851.1K+$208.8K2026-10-19
Meridian Wealth Management, LLC
DECREASED10,86611,058-192-2%$835.0K$848.6K+$13.6K2026-11-05
Magnus Financial Group LLC
INCREASED10,8078,532+2,275+27%$644.3K$844.0K+$199.8K2026-10-21
Graham Capital Wealth Management, LLC
DECREASED10,78311,120-337-3%$839.7K$842.1K+$2.5K2026-10-26
Beacon Financial Advisory LLC
DECREASED10,72610,772-460%$813.4K$837.7K+$24.3K2026-10-16
Sentinel Pension Advisors, LLC
INCREASED10,61710,127+490+5%$764.6K$829.2K+$64.6K2026-11-02
Aprio Wealth Management, LLC
INCREASED10,6063,474+7,132+205%$262.3K$828.3K+$566.0K2026-10-28
NWF Advisory Services Inc.
DECREASED10,59010,770-180-2%$813.2K$827.1K+$13.8K2026-10-19
King Luther Capital Management Corp
DECREASED10,39311,028-635-6%$832.7K$811.7K-$21.0K2026-11-05
Essex Bank
INCREASED10,37110,093+278+3%$762.1K$810.0K+$47.9K2026-10-16
Urban Wealth Management, LLC
UNCHANGED10,32210,32200%$779.4K$806.1K+$26.7K2026-10-21
BXM Wealth LLC
UNCHANGED10,30010,30000%$777.8K$804.4K+$26.7K2026-11-03
Alchemi Wealth, LLC
INCREASED10,2663,626+6,640+183%$273.8K$801.8K+$528.0K2026-11-04
TritonPoint Partners, LLC
INCREASED10,2172,705+7,512+278%$204.3K$797.9K+$593.7K2026-11-05
Central Bank & Trust Co
DECREASED10,21610,606-390-4%$800.8K$797.8K-$3.0K2026-10-09
Inspirion Wealth Advisors, LLC
UNCHANGED10,15310,15300%$771.2K$792.9K+$21.7K2026-10-09
Appleton Partners Inc
UNCHANGED10,15010,15000%$766.0K$793.0K+$27.0K2026-10-30
Cove Private Wealth, LLC
DECREASED10,14010,195-55-1%$769.8K$791.9K+$22.1K2026-10-28
LVW Advisors, LLC
UNCHANGED10,12010,12000%$764.2K$790.4K+$26.2K2026-10-19
High Point Wealth Management, LLC
INCREASED10,1178,547+1,570+18%$645.4K$790.1K+$144.8K2026-11-05
Phoenix Wealth Advisors
DECREASED10,07010,215-145-1%$771.3K$786.5K+$15.1K2026-11-03
Balefire, LLC
INCREASED10,0655,083+4,982+98%$383.8K$786.1K+$402.3K2026-10-09
Hengehold Capital Management LLC
INCREASED10,06010,000+60+1%$755.1K$785.7K+$30.6K2026-10-16
CX Institutional
DECREASED10,01910,114-95-1%$764$782+$182026-10-02
SWP Financial LLC
INCREASED10,0109,500+510+5%$717.3K$781.8K+$64.4K2026-10-23
Bensler, LLC
DECREASED9,79327,184-17,391-64%$2.1M$764.8K-$1.3M2026-11-05
Riggs Asset Managment Co. Inc.
DECREASED9,7359,915-180-2%$748.7K$760.3K+$11.6K2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED9,7299,72900%$734.6K$759.8K+$25.2K2026-10-16
Hamilton Capital, LLC
UNCHANGED9,7049,70400%$732.7K$757.9K+$25.1K2026-10-08
EPG Wealth Management LLC
UNCHANGED9,6709,67000%$730.2K$755.2K+$25.0K2026-11-03
Black Diamond Financial, LLC
UNCHANGED9,6059,60500%$725.3K$750.2K+$24.9K2026-10-26
BostonPremier Wealth LLC
INCREASED9,5136,600+2,913+44%$498.4K$743.0K+$244.6K2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED9,4759,47500%$715.5K$740.0K+$24.5K2026-11-02
First Heartland Consultants, Inc.
DECREASED9,43710,238-801-8%$773.1K$737.0K-$36.0K2026-10-08
Hazlett, Burt & Watson, Inc.
INCREASED9,4288,601+827+10%$64.6K$113.6K+$49.0K2026-11-04
GC Wealth Management RIA, LLC
DECREASED9,4219,601-180-2%$725.0K$735.8K+$10.8K2026-11-02
Councilor Wealth, LLC
DECREASED9,3359,377-420%$708.1K$729.1K+$21.0K2026-10-09
Parsons Capital Management Inc
INCREASED9,3044,429+4,875+110%$334.4K$726.6K+$392.2K2026-10-28
Integrity Alliance, Llc.
INCREASED9,2858,900+385+4%$672.0K$725.2K+$53.1K2026-10-29
J.M. Arbour, LLC
INCREASED9,2398,341+898+11%$629.8K$721.6K+$91.7K2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED9,2188,515+703+8%$643.0K$719.9K+$77.0K2026-11-04
IFC & Insurance Marketing, Inc.
INCREASED9,2168,036+1,180+15%$606.8K$719.8K+$113.0K2026-10-16
Doliver Advisors, LP
UNCHANGED9,2159,21500%$695.8K$719.7K+$23.9K2026-10-01
Accredited Investors Inc.
UNCHANGED9,2149,21400%$695.8K$719.6K+$23.9K2026-11-03
Crestwood Advisors Group, LLC
DECREASED9,1979,997-800-8%$754.9K$718.3K-$36.6K2026-10-27
Proathlete Wealth Management LLC
INCREASED9,1829,169+13+0%$692.4K$717.1K+$24.8K2026-10-15
South Shore Capital Advisors
DECREASED9,16110,086-925-9%$761.6K$715.5K-$46.1K2026-10-20
Endowment Wealth Management, Inc.
INCREASED9,1607,776+1,384+18%$587.2K$715.4K+$128.2K2026-11-03
Pacific Excel Wealth Advisors, Inc.
NEW9,142—+9,142——$713.6K—2026-10-27
SFE Investment Counsel
UNCHANGED9,1249,12400%$689.0K$712.6K+$23.6K2026-10-29
First Growth Capital LLC
INCREASED9,0568,698+358+4%$656.8K$707.3K+$50.5K2026-10-15
Atlatl Advisers LLC
DECREASED9,0539,414-361-4%$710.9K$707.0K-$3.8K2026-10-22
Nilsine Partners, LLC
INCREASED9,0468,973+73+1%$677.6K$706.5K+$28.9K2026-11-02
Mission Financial Group, LLC
DECREASED9,0249,273-249-3%$700.2K$704.8K+$4.6K2026-10-21
Brandywine OAK Private Wealth LLC
UNCHANGED9,0009,00000%$679.6K$702.9K+$23.3K2026-10-23
Firethorn Wealth Partners, LLC
DECREASED8,9639,519-556-6%$718.7K$700.0K-$18.7K2026-10-14
Capital Advisors Wealth Management, LLC
DECREASED8,87322,826-13,953-61%$1.7M$693.0K-$1.0M2026-10-09
Advisory Advocates, LLC
DECREASED8,7539,077-324-4%$685.4K$683.6K-$1.8K2026-11-05
United Advisor Group, LLC
NEW8,731—+8,731——$681.9K—2026-11-03
Accelerate Investment Advisors LLC
INCREASED8,6752,958+5,717+193%$223.4K$677.5K+$454.2K2026-11-02
Towne Trust Company, N.a
DECREASED8,6319,291-660-7%$701.6K$674.1K-$27.5K2026-10-28
Fort Washington Investment Advisors Inc
UNCHANGED8,6008,60000%$649.4K$671.7K+$22.3K2026-10-15
Greenwood Gearhart LLC
INCREASED8,5207,479+1,041+14%$564.7K$665.4K+$100.7K2026-11-02
First Nebraska Trust Co
UNCHANGED8,5008,50000%$641.8K$663.8K+$22.0K2026-10-30
Flagstar Securities, Inc
INCREASED8,4935,950+2,543+43%$449.4K$663.3K+$213.9K2026-10-15
JFS Wealth Advisors, LLC
DECREASED8,4669,158-692-8%$691.5K$661.2K-$30.3K2026-11-03
W Advisors, LLC
INCREASED8,3775,573+2,804+50%$420.8K$654.2K+$233.4K2026-11-02
BKM Wealth Management, LLC
DECREASED8,3178,824-507-6%$666.3K$649.6K-$16.7K2026-10-22
Sheets Smith Wealth Management
DECREASED8,3129,748-1,436-15%$736.1K$649.2K-$86.9K2026-10-16
SeaCrest Wealth Management, LLC
DECREASED8,2789,176-898-10%$692.9K$646.5K-$46.4K2026-10-21
Compass Ion Advisors, LLC
DECREASED8,2298,520-291-3%$643.3K$642.7K-$6612026-10-23
Worth Financial Advisory Group, LLC
DECREASED8,1978,252-55-1%$623.1K$640.2K+$17.1K2026-10-19
Pinnacle Bancorp, Inc.
DECREASED8,18810,294-2,106-20%$777.3K$639.5K-$137.8K2026-10-21
Tcfg Investment Advisors, LLC
DECREASED8,1209,086-966-11%$686.1K$634.2K-$51.9K2026-10-20
Sterling Investment Advisors LLC
INCREASED8,1018,061+40+1%$608.7K$632.7K+$24.0K2026-10-27
Meyer Handelman Co
UNCHANGED8,0718,07100%$609.4K$630.3K+$20.9K2026-10-28
Quantify Chaos Advisors, LLC
UNCHANGED7,9767,97600%$602.3K$622.9K+$20.7K2026-11-04
Smart Wealth LLC
INCREASED7,9037,190+713+10%$542.9K$617.2K+$74.3K2026-11-04
West Paces Advisors Inc.
INCREASED7,8756,939+936+13%$524.0K$615.0K+$91.1K2026-10-13
International Private Wealth Advisors LLC
INCREASED7,8665,162+2,704+52%$389.8K$614.3K+$224.6K2026-11-05
Midwest Financial Group LLC
INCREASED7,8647,024+840+12%$530.4K$614.2K+$83.8K2026-10-15
CGN Advisors LLC
INCREASED7,8477,360+487+7%$555.8K$612.8K+$57.1K2026-10-21
Stegent Equity Advisors, Inc.
UNCHANGED7,8327,83200%$591.4K$611.7K+$20.3K2026-10-13
Viewpoint Capital Management LLC
INCREASED7,8093,359+4,450+132%$253.6K$609.9K+$356.2K2026-10-27
Financial Partners Group, Inc
INCREASED7,7957,522+273+4%$568.0K$608.8K+$40.8K2026-10-19
Patten & Patten Inc
DECREASED7,7937,818-250%$590.3K$608.6K+$18.3K2026-10-26
Whelan Financial
INCREASED7,7527,450+302+4%$562.6K$605.4K+$42.9K2026-10-28
Calamos Wealth Management LLC
INCREASED7,6726,812+860+13%$514.4K$599.2K+$84.8K2026-11-02
Wealth Effects LLC
INCREASED7,6534,667+2,986+64%$352.4K$597.7K+$245.3K2026-10-23
American National Bank & Trust
DECREASED7,61812,441-4,823-39%$939.4K$595.0K-$344.5K2026-10-07
Revisor Wealth Management LLC
NEW7,585—+7,585——$594.2K—2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED7,5687,56800%$571.5K$591.1K+$19.6K2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED7,5247,037+487+7%$531.4K$587.6K+$56.3K2026-10-05
Arrien Investments, Inc.
UNCHANGED7,5007,50000%$566.3K$585.8K+$19.4K2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED7,5007,50000%$566.3K$585.8K+$19.4K2026-10-23
Acorn Wealth Advisors, LLC
DECREASED7,4428,119-677-8%$613.1K$581.2K-$31.8K2026-10-19
Quadrant Private Wealth Management, LLC
NEW7,428—+7,428——$580.2K—2026-11-04
Visionary Wealth Advisors
DECREASED7,4057,420-150%$560.3K$578.3K+$18.0K2026-11-04
Alken Asset Management Ltd
UNCHANGED7,4007,40000%$410$410$02026-10-20
Durante & Waters, LLC
UNCHANGED7,3807,38000%$557.3K$576.4K+$19.1K2026-10-28
Petersen Hastings Wealth Advisors Inc.
INCREASED7,3787,220+158+2%$545.2K$576.2K+$31.0K2026-10-27
XML Financial, LLC
INCREASED7,3686,842+526+8%$516.6K$575.4K+$58.8K2026-10-29
KW Wealth Management LLC
NEW7,338—+7,338——$573.1K—2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED7,3077,30700%$551.8K$570.7K+$18.9K2026-10-22
LiftPoint Family Wealth Advisors LLC
INCREASED7,2876,343+944+15%$479.0K$569.1K+$90.2K2026-11-03
Lake Street Private Wealth, LLC
INCREASED7,2686,861+407+6%$518.1K$567.6K+$49.5K2026-10-22
Aries Wealth Management
UNCHANGED7,2477,24700%$547.2K$566.0K+$18.8K2026-10-23
First City Capital Management, Inc.
INCREASED7,2377,139+98+1%$539.1K$565.2K+$26.1K2026-10-27
Galvin, Gaustad & Stein, LLC
INCREASED7,2327,220+12+0%$545.2K$564.8K+$19.6K2026-10-08
J. Safra Sarasin Holding AG
DECREASED7,2189,718-2,500-26%$734.0K$563.7K-$170.3K2026-10-26
First Citizens Bank & Trust Co
NEW7,168—+7,168——$559.8K—2026-10-14
Capital Squared Financial LLC
DECREASED7,1497,211-62-1%$544.5K$558.3K+$13.8K2026-10-30
Fiduciary Alliance LLC
DECREASED7,1437,344-201-3%$554.5K$557.9K+$3.3K2026-10-13
Financial Synergies Wealth Advisors, Inc.
UNCHANGED7,1437,14300%$539.4K$557.9K+$18.5K2026-10-16
Investment Management Corp
INCREASED7,1296,857+272+4%$517.8K$556.8K+$39.0K2026-11-03
Dynamic Financial Group
INCREASED7,1176,686+431+6%$504.9K$555.8K+$50.9K2026-10-28
Atlas Wealth Partners, LLC
INCREASED7,1096,847+262+4%$517.0K$555.2K+$38.2K2026-11-03
Solidarity Wealth, LLC
UNCHANGED7,0877,08700%$535.1K$553.5K+$18.4K2026-10-15
Beese Fulmer Investment Management, Inc.
UNCHANGED6,9976,99700%$528.3K$546.5K+$18.1K2026-10-23
Nemes Rush Group LLC
UNCHANGED6,9826,98200%$527.2K$545.3K+$18.1K2026-11-04
Portfolio Resources Advisor Group, Inc.
INCREASED6,9116,816+95+1%$514.7K$539.7K+$25.1K2026-10-20
Howard Capital Management, LLC
NEW6,875—+6,875——$536.9K—2026-10-16
International Assets Investment Management, LLC
DECREASED6,8717,054-183-3%$535.8K$539.2K+$3.3K2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED6,8686,845+23+0%$516.9K$536.4K+$19.5K2026-10-23
Cambridge Advisors Inc.
DECREASED6,8486,863-150%$518.2K$534.8K+$16.6K2026-10-19
Armstrong, Fleming & Moore, Inc
UNCHANGED6,8396,83900%$516.4K$534.1K+$17.7K2026-10-28
Soltis Investment Advisors LLC
DECREASED6,8167,374-558-8%$556.8K$532.3K-$24.4K2026-10-28
Rare Wolf Capital LLC
INCREASED6,8125,260+1,552+30%$397.2K$532.0K+$134.8K2026-10-20
CRA Financial Services, LLC
INCREASED6,7816,771+10+0%$511.3K$529.6K+$18.3K2026-10-16
Journey Advisory Group, LLC
DECREASED6,7776,927-150-2%$523.1K$529.3K+$6.2K2026-11-04
Reap Financial Group, LLC
UNCHANGED6,7616,76100%$510.5K$528.0K+$17.5K2026-11-02
SFI Advisors, LLC
NEW6,752—+6,752——$527.3K—2026-10-30
Fortune Financial Group, Inc.
DECREASED6,7377,404-667-9%$559.1K$526.2K-$32.9K2026-10-22
McAlvany Wealth Management LLC
DECREASED6,7296,800-71-1%$513.5K$525.5K+$12.1K2026-10-29
Integral Investment Advisors, Inc.
UNCHANGED6,6926,69200%$505.3K$522.6K+$17.3K2026-11-03
Daymark Wealth Partners, LLC
INCREASED6,6636,375+288+5%$481.4K$520.4K+$39.0K2026-11-04
Wynn Capital, LLC
UNCHANGED6,6466,64600%$501.8K$519.1K+$17.2K2026-10-13
West Branch Capital LLC
UNCHANGED6,6306,63000%$500.6K$517.8K+$17.2K2026-10-20
WBH Advisory Inc
DECREASED6,5576,782-225-3%$512.1K$512.1K-$72026-11-05
Wealth Architects, LLC
INCREASED6,5366,257+279+4%$472.5K$510.5K+$38.0K2026-11-03
Pullen Investment Management, LLC
UNCHANGED6,4876,48700%$489.8K$506.6K+$16.8K2026-10-23
SmartHarvest Portfolios, LLC
UNCHANGED6,4856,48500%$489.7K$506.5K+$16.8K2026-10-26
Nixon Peabody Trust Co
UNCHANGED6,4796,47900%$489.2K$506.0K+$16.8K2026-10-23
Victory Financial Group, LLC
INCREASED6,4766,375+101+2%$481.4K$505.8K+$24.4K2026-10-27
Chesley Taft & Associates LLC
DECREASED6,4147,202-788-11%$543.8K$500.9K-$42.9K2026-10-13
Retirement Wealth Solutions LLC
INCREASED6,3866,163+223+4%$465.4K$498.7K+$33.4K2026-10-07
Integrity Advisory Solutions, LLC
INCREASED6,3744,357+2,017+46%$329.0K$497.9K+$168.9K2026-10-29
TCP Asset Management, LLC
INCREASED6,3396,275+64+1%$473.8K$494.1K+$20.3K2026-10-14
Washington Trust Co
UNCHANGED6,2856,28500%$474.6K$490.9K+$16.3K2026-10-22
Gateway Investment Advisers LLC
UNCHANGED6,2816,28100%$474.3K$490.5K+$16.3K2026-10-13
Professional Advisory Services Inc
DECREASED6,2806,410-130-2%$484$490+$62026-10-08
Shepherd Street Advisors LLC
INCREASED6,2686,233+35+1%$475.5K$491.0K+$15.6K2026-10-21
Joseph P. Lucia & Associates, LLC
INCREASED6,2586,188+70+1%$467.3K$488.8K+$21.5K2026-10-30
Howard Financial Services, Ltd.
INCREASED6,2096,023+186+3%$454.8K$484.9K+$30.1K2026-10-15
Cooper S Advisors, LLC
DECREASED6,1736,548-375-6%$494.4K$482.1K-$12.3K2026-11-03
Root Financial Partners, LLC
INCREASED6,1566,050+106+2%$456.8K$480.8K+$23.9K2026-10-21
Connecticut Wealth Management, LLC
INCREASED6,1545,811+343+6%$438.8K$480.6K+$41.8K2026-10-13
Certified Advisory Corp
INCREASED6,1355,605+530+9%$423.2K$479.1K+$55.9K2026-10-29
Sound Income Strategies, LLC
DECREASED6,1327,671-1,539-20%$579.2K$476.2K-$103.0K2026-10-09
FSA Wealth Partners, Inc.
NEW6,104—+6,104——$476.7K—2026-10-26
Spinnaker Investment Group, LLC
DECREASED6,0716,086-150%$459.6K$474.2K+$14.6K2026-10-13
Integrity Investment Advisors, LLC
UNCHANGED6,0686,06800%$458.2K$473.9K+$15.7K2026-11-03
Flagship Harbor Advisors, LLC
INCREASED6,0505,361+689+13%$404.8K$472.5K+$67.7K2026-10-26
Penobscot Wealth Management
INCREASED6,0053,546+2,459+69%$267.8K$469.0K+$201.2K2026-10-21
One Day In July LLC
UNCHANGED5,9835,98300%$451.8K$467.3K+$15.5K2026-10-30
Quantum Financial Partners LLC
INCREASED5,9504,300+1,650+38%$324.7K$464.7K+$140.0K2026-10-19
Clay Northam Wealth Management, LLC
DECREASED5,9396,074-135-2%$458.6K$463.8K+$5.2K2026-10-13
Rosenberg Matthew Hamilton
INCREASED5,9385,250+688+13%$396.4K$463.8K+$67.3K2026-10-05
City Center Advisors, LLC
DECREASED5,9215,925-40%$447.4K$462.4K+$15.0K2026-10-08
North Star Investment Management Corp.
INCREASED5,8815,081+800+16%$383.7K$459.3K+$75.6K2026-10-27
Moulton Wealth Management, Inc
DECREASED5,8555,955-100-2%$455.7K$459.4K+$3.7K2026-10-13
Rossmore Private Capital
INCREASED5,8505,540+310+6%$418.3K$456.9K+$38.6K2026-10-27
Williams & Novak Wealth Management, LLC
DECREASED5,8345,924-90-2%$447.3K$455.6K+$8.3K2026-10-09
Tactive Advisors, LLC
UNCHANGED5,7675,76700%$435.5K$450.4K+$14.9K2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED5,7435,74300%$433.7K$448.5K+$14.9K2026-10-29
Wespac Advisors, LLC
DECREASED5,73216,107-10,375-64%$1.2M$447.7K-$768.6K2026-10-26
TruNorth Capital Management, LLC
INCREASED5,7324,952+780+16%$373.9K$447.7K+$73.7K2026-10-14
Tempus Wealth Planning, LLC
INCREASED5,7304,276+1,454+34%$322.9K$447.5K+$124.6K2026-10-14
Barnes Dennig Private Wealth Management LLC
INCREASED5,7035,419+284+5%$409.2K$445.4K+$36.2K2026-10-30
Pillar Financial Advisors, LLC
UNCHANGED5,6705,67000%$428.1K$442.8K+$14.7K2026-10-21
ARS Wealth Advisors Group, LLC
INCREASED5,6685,594+74+1%$422.4K$442.7K+$20.3K2026-10-16
Smith Salley Wealth Management
NEW5,637—+5,637——$440.3K—2026-11-03
StoneX Group Inc.
INCREASED5,5735,156+417+8%$389.3K$432.5K+$43.1K2026-11-03
Avantax Planning Partners, Inc.
UNCHANGED5,5395,53900%$418.3K$432.6K+$14.3K2026-11-03
Lyell Wealth Management, LP
INCREASED5,5173,517+2,000+57%$265.6K$430.9K+$165.3K2026-10-30
BCU Wealth Advisors, LLC
INCREASED5,5125,013+499+10%$378.5K$430.5K+$52.0K2026-10-16
Future Financial Wealth Managment LLC
UNCHANGED5,5005,50000%$418.8K$429.6K+$10.7K2026-10-15
Sanders Morris Harris LLC
NEW5,498—+5,498——$443.5K—2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED5,4966,950-1,454-21%$524.8K$429.2K-$95.6K2026-10-27
Harbor Investment Advisory, LLC
DECREASED5,4535,700-247-4%$430.4K$425.8K-$4.5K2026-10-13
Helium Advisors LLC
DECREASED5,4515,630-179-3%$425.1K$425.7K+$6022026-10-23
Christensen, King & Associates Investment Services, Inc.
INCREASED5,4095,209+200+4%$393.3K$422.4K+$29.1K2026-10-22
Colton Groome Financial Advisors, LLC
NEW5,398—+5,398——$421.6K—2026-10-06
Prentiss Smith & Co Inc
UNCHANGED5,3915,39100%$407.1K$421.0K+$14.0K2026-10-27
CFS Investment Advisory Services, LLC
INCREASED5,3635,024+339+7%$389.4K$420.3K+$30.9K2026-10-19
Busey Bank
DECREASED5,3595,485-126-2%$414.2K$418.5K+$4.4K2026-10-26
Madson Wealth Advisors Inc
DECREASED5,3416,754-1,413-21%$510.0K$417.1K-$92.9K2026-10-13
Fiduciary Family Office, LLC
UNCHANGED5,2495,24900%$396.4K$409.9K+$13.6K2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED5,2435,143+100+2%$388.3K$409.5K+$21.1K2026-10-15
Birchwood Financial Partners, Inc.
UNCHANGED5,2175,21700%$393.9K$407.4K+$13.5K2026-11-02
Continuum Wealth Advisors, LLC
DECREASED5,2135,231-180%$395.0K$407.1K+$12.1K2026-10-20
Naples Global Advisors, LLC
UNCHANGED5,2135,21300%$393.6K$407.1K+$13.5K2026-11-05
Nolet Wealth Management, LLC
INCREASED5,1955,117+78+2%$386.4K$405.7K+$19.3K2026-10-15
Woodward Diversified Capital, LLC
DECREASED5,1905,326-136-3%$402.2K$405.3K+$3.2K2026-10-21
Trust Co of Vermont
UNCHANGED5,1905,19000%$391.9K$405.3K+$13.4K2026-10-21
Woodmont Investment Counsel LLC
UNCHANGED5,1875,18700%$391.7K$405.1K+$13.4K2026-10-29
BlueChip Wealth Advisors LLC
INCREASED5,1474,882+265+5%$368.6K$402.0K+$33.3K2026-11-03
Lesa Sroufe & Co
UNCHANGED5,1425,14200%$388.0K$402.0K+$14.0K2026-10-29
Sincerus Advisory, LLC
UNCHANGED5,1335,13300%$387.6K$400.9K+$13.3K2026-10-09
Cottage Street Advisors LLC
INCREASED5,1244,189+935+22%$316.3K$400.2K+$83.9K2026-10-19
Crumly & Associates Inc.
INCREASED5,1174,797+320+7%$362.2K$399.6K+$37.4K2026-10-07
Arbor Investment Advisors, LLC
DECREASED5,1005,521-421-8%$416.9K$398.3K-$18.6K2026-10-26
Asset Dedication, LLC
INCREASED5,0804,978+102+2%$375.9K$396.7K+$20.9K2026-11-03
Avid Wealth Partners LLC
DECREASED5,07710,296-5,219-51%$777.5K$396.5K-$380.9K2026-11-03
Norden Group LLC
UNCHANGED5,0735,07300%$383.1K$396.2K+$13.1K2026-10-20
55 North Private Wealth, LLC
INCREASED5,0363,870+1,166+30%$292.2K$393.3K+$101.1K2026-10-20
Two West Capital Advisors LLC
INCREASED5,0064,670+336+7%$351.9K$393.1K+$41.2K2026-10-15
Foster Group, Inc.
UNCHANGED5,0065,00600%$378.0K$391.0K+$13.0K2026-10-13
Virtue Capital Management, LLC
INCREASED4,9873,783+1,204+32%$285.7K$389.5K+$103.8K2026-10-29
Johnson Financial Group, LLC
UNCHANGED4,9764,97600%$375.7K$388.6K+$12.9K2026-11-03
Foundation Wealth Management, LLC
NEW4,974—+4,974——$388.5K—2026-10-22
Sound Stewardship, LLC
UNCHANGED4,9654,96500%$374.9K$387.8K+$12.9K2026-10-14
Stone Summit Wealth LLC
UNCHANGED4,9604,96000%$374.5K$387.4K+$12.8K2026-10-14
BLB&B Advisors, LLC
INCREASED4,9374,502+435+10%$339.9K$385.6K+$45.6K2026-10-27
Dagco, Inc.
UNCHANGED4,9254,92500%$371.9K$384.6K+$12.8K2026-10-20
Schear Investment Advisers, LLC
NEW4,908—+4,908——$383.3K—2026-10-14
Tempo Wealth, LLC
UNCHANGED4,9084,90800%$370.6K$383.3K+$12.7K2026-10-14
Elevated Financial Group LLC
DECREASED4,90161,028-56,127-92%$4.6M$382.8K-$4.2M2026-10-16
Joel Isaacson & Co., LLC
INCREASED4,8804,637+243+5%$350.1K$381.1K+$31.0K2026-11-05
Koa Wealth Management, LLC
DECREASED4,8725,139-267-5%$388.0K$380.5K-$7.5K2026-10-14
Columbia Bank
INCREASED4,8504,230+620+15%$319.4K$378.8K+$59.4K2026-10-29
Genesis Private Wealth, LLC
DECREASED4,8254,868-43-1%$367.6K$376.8K+$9.3K2026-11-02
DBK Financial Counsel, LLC
UNCHANGED4,8214,82100%$364.0K$376.5K+$12.5K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
NEW4,811—+4,811——$375.7K—2026-10-29
Aspen Investment Management Inc
DECREASED4,8085,408-600-11%$408$376.0K+$375.6K2026-11-05
TFB Advisors LLC
NEW4,758—+4,758——$371.6K—2026-11-02
Lavelle Capital LP
UNCHANGED4,7514,75100%$358.7K$371.1K+$12.3K2026-11-03
Kestra Investment Management, LLC
INCREASED4,7184,364+354+8%$329.5K$368.5K+$39.0K2026-11-04
Alliance Private Wealth, LLC
UNCHANGED4,7084,70800%$355.5K$367.7K+$12.2K2026-10-20
Warren Street Wealth Advisors, LLC
DECREASED4,6924,695-30%$354.5K$366.4K+$11.9K2026-11-04
Unique Wealth Strategies, LLC
UNCHANGED4,6684,66800%$352.5K$352.5K$02026-10-13
Ulrich Consultants & Investment Group, LLC
NEW4,665—+4,665——$364.3K—2026-10-13
Mechanics Financial Corp
DECREASED4,6594,954-295-6%$374.1K$363.9K-$10.2K2026-11-05
Henderson Brothers Financial Partners, LLC
UNCHANGED4,6534,65300%$351.3K$363.4K+$12.1K2026-11-03
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED4,6504,65000%$351.1K$363.2K+$12.0K2026-10-22
Cornerstone Planning, LLC
UNCHANGED4,6214,62100%$348.9K$349.3K+$3862026-10-27
Benin Management Corp
UNCHANGED4,6084,60800%$348.0K$359.9K+$11.9K2026-10-22
Absolute Capital Management, LLC
INCREASED4,5864,067+519+13%$307.2K$358.2K+$51.1K2026-10-16
PCG Asset Management, LLC
NEW4,582—+4,582——$357.9K—2026-11-05
Optivise Advisory Services LLC
DECREASED4,5634,807-244-5%$363.0K$356.4K-$6.6K2026-10-19
Fulcrum Equity Management
UNCHANGED4,5604,56000%$344.3K$356.1K+$11.8K2026-10-21
Chapin Davis, Inc.
UNCHANGED4,5254,52500%$341.7K$353.4K+$11.7K2026-10-09
Compton Wealth Advisory Group, LLC
DECREASED4,5136,153-1,640-27%$467.4K$354.1K-$113.2K2026-10-13
Baker Ellis Asset Management LLC
DECREASED4,5005,000-500-10%$377.6K$351.5K-$26.1K2026-10-14
Strategy Asset Managers LLC
DECREASED4,4984,538-40-1%$342.7K$351.3K+$8.7K2026-10-14
Financial Security Advisor, Inc.
UNCHANGED4,4964,49600%$339.5K$351.1K+$11.6K2026-11-03
One Way Holdings LLC
NEW4,487—+4,487——$350.4K—2026-10-29
Krilogy Financial LLC
INCREASED4,4853,680+805+22%$277.9K$351.4K+$73.5K2026-10-13
Atlas Brown,Inc.
INCREASED4,4674,381+86+2%$330.8K$348.9K+$18.1K2026-10-09
Cornerstone Wealth Management, LLC
DECREASED4,4644,687-223-5%$353.9K$348.6K-$5.3K2026-11-04
Rockland Trust Co
DECREASED4,4514,596-145-3%$347.0K$347.6K+$5802026-10-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED4,4184,41800%$333.6K$345.0K+$11.4K2026-10-27
Salem Investment Counselors Inc
INCREASED4,3944,194+200+5%$316.7K$343.2K+$26.5K2026-10-13
Code Waechter LLC
UNCHANGED4,3394,33900%$327.6K$338.9K+$11.2K2026-10-23
Broadway Wealth Solutions, Inc.
DECREASED4,3345,054-720-14%$381.6K$338.5K-$43.1K2026-10-21
Landaas & Co
UNCHANGED4,3144,31400%$325.8K$336.9K+$11.2K2026-10-29
Wealth Dimensions Group, Ltd.
INCREASED4,2794,179+100+2%$315.6K$334.2K+$18.6K2026-11-02
XY Planning Network, Inc.
INCREASED4,2763,740+536+14%$282.4K$334.0K+$51.5K2026-10-14
Fulton Bank, N.A.
DECREASED4,2726,824-2,552-37%$515.3K$333.6K-$181.6K2026-10-14
Hurlow Wealth Management Group, Inc.
UNCHANGED4,2374,23700%$319.9K$330.9K+$11.0K2026-10-29
J. L. Bainbridge & Co., Inc.
UNCHANGED4,2304,23000%$319.4K$330.4K+$11.0K2026-10-20
Patten Group, Inc.
DECREASED4,2244,369-145-3%$329.9K$329.9K-$92026-10-26
Univest Financial Corp
INCREASED4,2204,099+121+3%$309.5K$329.6K+$20.1K2026-11-05
Financial Perspectives, Inc
UNCHANGED4,2174,21700%$318.4K$329.3K+$10.9K2026-11-03
Mid-American Wealth Advisory Group, Inc.
INCREASED4,1904,062+128+3%$306.7K$327.2K+$20.5K2026-10-21
Valicenti Advisory Services Inc
UNCHANGED4,1804,18000%$316$326+$102026-10-23
Curry Webb Wealth Management LLC
UNCHANGED4,1634,16300%$314.3K$314.3K$02026-10-22
Legacy Bridge, LLC
UNCHANGED4,1594,15900%$314.0K$324.8K+$10.8K2026-10-28
Telos Capital Management, Inc.
INCREASED4,1213,602+519+14%$272.0K$321.9K+$49.9K2026-11-02
New Hampshire Trust
UNCHANGED4,1154,11500%$310.7K$321.4K+$10.7K2026-10-20
ADE, LLC
NEW4,076—+4,076——$318.3K—2026-10-29
Excalibur Management Corp
UNCHANGED4,0004,00000%$302.0K$312.4K+$10.4K2026-11-02
Balboa Wealth Partners
NEW3,982—+3,982——$311.0K—2026-10-20
Semus Wealth Partners LLC
INCREASED3,9693,698+271+7%$279.2K$310.0K+$30.7K2026-10-22
West Bancorporation Inc
UNCHANGED3,9613,96100%$299.1K$309.4K+$10.3K2026-10-29
Revolve Wealth Partners, LLC
INCREASED3,9533,810+143+4%$287.7K$308.7K+$21.0K2026-10-23
E&G Advisors, LLC
UNCHANGED3,9523,95200%$298.4K$308.7K+$10.2K2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED3,9423,94200%$297.7K$307.9K+$10.2K2026-10-28
Clark Asset Management, LLC
NEW3,920—+3,920——$306.2K—2026-10-19
Franklin Street Advisors Inc
UNCHANGED3,9203,92000%$296.0K$306.2K+$10.2K2026-10-13
Armbruster Capital Management, Inc.
INCREASED3,9102,900+1,010+35%$219.0K$305.4K+$86.4K2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED3,8933,89300%$294.0K$304.0K+$10.1K2026-11-03
Kaydan Wealth Management, Inc.
DECREASED3,8884,976-1,088-22%$375.7K$303.7K-$72.1K2026-10-08
Focused Wealth Management, Inc
UNCHANGED3,8733,87300%$292.5K$302.5K+$10.0K2026-10-30
DDD Partners, LLC
DECREASED3,8665,818-1,952-34%$439.3K$301.9K-$137.4K2026-11-02
Smith & Howard Wealth Management, LLC
UNCHANGED3,8633,86300%$291.7K$301.7K+$10.0K2026-10-27
Verum Partners LLC
UNCHANGED3,8473,84700%$290.5K$300.5K+$10.0K2026-10-21
Cypress Point Wealth Management, LLC
NEW3,828—+3,828——$299.0K—2026-11-03
Traynor Capital Management, Inc.
INCREASED3,8283,751+77+2%$283.3K$299.0K+$15.7K2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED3,8113,414+397+12%$257.8K$297.6K+$39.8K2026-10-16
Harrington Investments, Inc
UNCHANGED3,8063,80600%$287.4K$297.2K+$9.9K2026-10-14
Main Street Group, LTD
DECREASED3,7993,986-187-5%$301.0K$296.7K-$4.3K2026-10-28
Advisor OS, LLC
DECREASED3,7934,649-856-18%$351.0K$296.2K-$54.8K2026-11-03
First Financial Group Corp
DECREASED3,7873,803-160%$287.2K$295.8K+$8.6K2026-10-22
Genus Capital Management Inc.
UNCHANGED3,7803,78000%$285.4K$295.2K+$9.8K2026-11-04
LifeGoal Investments, LLC
UNCHANGED3,7743,77400%$285.0K$294.7K+$9.8K2026-10-09
Aspire Private Capital, LLC
INCREASED3,7443,410+334+10%$257.5K$292.4K+$34.9K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED3,7243,582+142+4%$270.5K$290.8K+$20.4K2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED3,7113,830-119-3%$289.2K$289.8K+$6262026-11-04
Parthenon LLC
UNCHANGED3,7003,70000%$279.4K$289.0K+$9.6K2026-10-22
Valen Private Capital, LLC
NEW3,695—+3,695——$288.6K—2026-10-23
Oak Barrel Wealth Advisory LLC
UNCHANGED3,6863,68600%$278.3K$287.9K+$9.5K2026-11-05
Welch Group, LLC
INCREASED3,6833,679+4+0%$277.8K$287.6K+$9.8K2026-10-29
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED3,6583,65800%$276.2K$285.7K+$9.5K2026-10-09
Mystic Asset Management, Inc.
UNCHANGED3,6513,65100%$275.7K$285.1K+$9.5K2026-10-15
3Edge Asset Management, LP
DECREASED3,6433,965-322-8%$299.4K$284.5K-$14.9K2026-10-30
Diversified Enterprises, LLC
INCREASED3,6343,574+60+2%$269.9K$283.8K+$13.9K2026-10-19
Montecito Bank & Trust
UNCHANGED3,6303,63000%$274.1K$283.5K+$9.4K2026-10-01
Argyle Capital Partners, LLC
UNCHANGED3,6273,62700%$273.9K$283.3K+$9.4K2026-10-23
Carroll Advisory Group, LLC
INCREASED3,6063,302+304+9%$249.3K$281.6K+$32.3K2026-10-16
Ethic Inc.
NEW3,592—+3,592——$280.5K—2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED3,5613,603-42-1%$272.1K$278.1K+$6.1K2026-11-02
Advantage Trust Co
UNCHANGED3,5523,55200%$268.2K$277.4K+$9.2K2026-10-19
Gen-Wealth Partners Inc
INCREASED3,5163,476+40+1%$262.5K$274.6K+$12.1K2026-11-04
Euro Pacific Asset Management, LLC
INCREASED3,5043,373+131+4%$255.0K$273.7K+$18.7K2026-11-03
Fortress Financial Group, LLC
UNCHANGED3,5003,50000%$264.3K$273.4K+$9.1K2026-10-21
Investment Partners, Ltd.
NEW3,496—+3,496——$273.0K—2026-10-29
Asset Advisory Group, Inc.
UNCHANGED3,4783,47800%$262.6K$271.6K+$9.0K2026-10-20
Jeppson Wealth Management, LLC
INCREASED3,4773,404+73+2%$257.0K$271.6K+$14.5K2026-10-20
WealthPlan Investment Management, LLC
DECREASED3,4703,839-369-10%$289.9K$271.0K-$18.9K2026-10-15
Alpine Bank Wealth Management
UNCHANGED3,4613,46100%$261.3K$270.3K+$9.0K2026-10-16
Mcdonald Partners LLC
UNCHANGED3,4503,45000%$260.5K$269.4K+$8.9K2026-11-03
Allegheny Financial Group
UNCHANGED3,4403,44000%$259.8K$268.7K+$8.9K2026-11-05
Searle & Co.
UNCHANGED3,4383,43800%$259.6K$268.5K+$8.9K2026-11-04
Grant Street Asset Management, Inc.
UNCHANGED3,4213,42100%$258.3K$267.2K+$8.9K2026-10-26
Brooklyn FI, LLC
NEW3,415—+3,415——$260.8K—2026-11-05
PUREfi Wealth, LLC
INCREASED3,4093,203+206+6%$241.9K$266.2K+$24.4K2026-10-19
Herold Advisors, Inc.
INCREASED3,3752,654+721+27%$200.0K$263.6K+$63.6K2026-10-19
Security National Bank
DECREASED3,3753,708-333-9%$280.0K$263.6K-$16.4K2026-10-26
Live Oak Private Wealth LLC
UNCHANGED3,3543,35400%$253.3K$261.9K+$8.7K2026-11-02
Graetz Wealth LLC
UNCHANGED3,3513,35100%$253.0K$261.7K+$8.7K2026-10-27
Sard Wealth Management Group, LLC
UNCHANGED3,3343,33400%$251.8K$260.4K+$8.6K2026-10-16
High Net Worth Advisory Group LLC
UNCHANGED3,3293,32900%$251.4K$260.0K+$8.6K2026-10-26
Manchester Capital Management LLC
DECREASED3,3253,461-136-4%$261.3K$259.7K-$1.7K2026-10-22
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED3,3184,284-966-23%$323.5K$259.1K-$64.3K2026-10-14
Echo45 Advisors LLC
NEW3,265—+3,265——$255.0K—2026-10-07
Fragasso Financial Advisors Inc
INCREASED3,2392,779+460+17%$209.8K$255.5K+$45.6K2026-10-13
Kings Path Partners LLC
UNCHANGED3,2333,23300%$244.1K$252.5K+$8.4K2026-10-21
Arlington Capital Management Inc
DECREASED3,2233,659-436-12%$276.3K$251.7K-$24.6K2026-10-30
Hyposwiss Advisors SA
UNCHANGED3,2103,21000%$242.4K$250.7K+$8.3K2026-10-26
Gill Capital Partners, LLC
INCREASED3,2052,520+685+27%$190.3K$250.3K+$60.0K2026-10-13
Gamma Investing LLC
INCREASED3,2012,749+452+16%$207.6K$250.0K+$42.4K2026-10-08
Sound Financial Strategies Group, LLC
INCREASED3,2003,176+24+1%$239.8K$249.9K+$10.1K2026-10-30
Gilliland Jeter Wealth Management LLC
INCREASED3,1962,795+401+14%$211.1K$249.6K+$38.6K2026-10-28
Carrera Capital Advisors
UNCHANGED3,1933,19300%$241.1K$249.4K+$8.3K2026-11-03
WMG Financial Advisors, LLC
UNCHANGED3,1773,17700%$239.9K$239.9K$02026-10-28
Howard Wealth Management, LLC
UNCHANGED3,1683,16800%$239.2K$247.4K+$8.2K2026-10-28
D.B. Root & Company, LLC
UNCHANGED3,1473,14700%$237.6K$245.8K+$8.2K2026-11-04
HCR Wealth Advisors
UNCHANGED3,1463,14600%$237.6K$245.7K+$8.1K2026-10-15
1900 Wealth Management LLC
UNCHANGED3,1433,14300%$237.3K$245.5K+$8.1K2026-10-13
BCM Advisors, LLC
UNCHANGED3,1333,13300%$238.8K$228.5K-$10.4K2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED3,1283,006+122+4%$227.0K$244.3K+$17.3K2026-10-20
Kingdom Financial Group Llc.
INCREASED3,12536+3,089+8581%$2.7K$244.1K+$241.3K2026-11-04
Financial Insights, Inc.
UNCHANGED3,1233,12300%$235.8K$243.9K+$8.1K2026-10-27
Noesis Capital Mangement Corp
NEW3,098—+3,098——$242.0K—2026-10-26
Impact Capital Partners LLC
UNCHANGED3,0983,09800%$233.9K$242.0K+$8.0K2026-10-22
KG Capital Management
DECREASED3,0953,102-70%$234.2K$241.7K+$7.5K2026-10-15
Kwmg, LLC
INCREASED3,0803,064+16+1%$231.4K$240.5K+$9.2K2026-10-07
Cape Investment Advisory, Inc.
INCREASED3,0772,749+328+12%$207.6K$240.3K+$32.7K2026-10-13
SJS Investment Consulting Inc.
INCREASED3,0743,057+17+1%$230.8K$240.1K+$9.2K2026-10-26
Ledyard National Bank
DECREASED3,0733,171-98-3%$239.4K$240.0K+$5592026-10-21
Weaver Consulting Group
UNCHANGED3,0643,06400%$231.4K$239.3K+$7.9K2026-10-07
Allen Capital Group, LLC
DECREASED3,0423,829-787-21%$289.1K$237.6K-$51.5K2026-10-27
James J. Burns & Company, LLC
DECREASED3,0353,438-403-12%$259.6K$237.0K-$22.6K2026-10-22
New England Professional Planning Group Inc.
UNCHANGED3,0253,02500%$228.4K$236.3K+$7.8K2026-10-29
Winthrop Capital Management, LLC
UNCHANGED3,0223,02200%$228.0K$236.0K+$8.0K2026-11-05
Peak Financial Management, Inc.
UNCHANGED3,0133,01300%$227.5K$235.3K+$7.8K2026-10-16
Linscomb Wealth, Inc.
UNCHANGED2,9902,99000%$225.8K$233.5K+$7.7K2026-11-05
Prospera Capital Management, LLC
UNCHANGED2,9812,98100%$233.4K$232.8K-$5962026-10-19
Chicago Capital, LLC
UNCHANGED2,9742,97400%$224.6K$232.3K+$7.7K2026-10-13
Capital City Trust Co
UNCHANGED2,9292,92900%$221.2K$228.8K+$7.6K2026-10-22
BAM Wealth Management, LLC
INCREASED2,9122,880+32+1%$217.5K$227.4K+$10.0K2026-10-15
KMG Fiduciary Partners, LLC
DECREASED2,8925,392-2,500-46%$407.2K$225.9K-$181.3K2026-10-14
Oregon Pacific Wealth Management, LLC
NEW2,881—+2,881——$225.0K—2026-10-20
Zenith Solutions, Inc.
NEW2,875—+2,875——$224.5K—2026-10-19
Acropolis Investment Management, LLC
INCREASED2,8702,806+64+2%$211.9K$224.1K+$12.3K2026-10-08
Wealth Analytics Partners, LLC
INCREASED2,8432,781+62+2%$212.1K$222.0K+$9.9K2026-10-19
G&S Capital LLC
UNCHANGED2,8302,83000%$213.7K$221.0K+$7.3K2026-10-23
William Mack & Associates, Inc.
NEW2,826—+2,826——$220.7K—2026-10-27
AWM Capital, LLC
UNCHANGED2,8102,81000%$212.2K$219.5K+$7.3K2026-10-16
Net Worth Advisory Group
NEW2,805—+2,805——$220.1K—2026-10-20
Market Street Wealth Management Advisors LLC
UNCHANGED2,8032,80300%$211.7K$218.9K+$7.3K2026-10-09
Liberty Atlantic Advisors LLC
DECREASED2,8022,845-43-2%$214.8K$218.8K+$4.0K2026-10-14
Sylvest Advisors, LLC
UNCHANGED2,8002,80000%$211.4K$218.7K+$7.3K2026-10-26
Community Financial Services Group, LLC
UNCHANGED2,7962,79600%$212.4K$219.4K+$7.0K2026-10-15
Attessa Capital LLC
UNCHANGED2,7862,78600%$210.4K$217.6K+$7.2K2026-10-09
Grimes & Co Wealth Management, LLC
NEW2,778—+2,778——$217.0K—2026-10-29
Legacy Capital Wealth Partners, LLC
UNCHANGED2,7782,77800%$209.8K$217.0K+$7.2K2026-10-21
Occidental Asset Management, LLC
UNCHANGED2,7752,77500%$209.5K$216.7K+$7.2K2026-11-05
Iams Wealth Management, LLC
NEW2,756—+2,756——$215.2K—2026-10-15
Associated Banc-Corp
UNCHANGED2,7512,75100%$207.7K$214.9K+$7.1K2026-10-30
Willis Investment Counsel
UNCHANGED2,7502,75000%$207.7K$214.8K+$7.1K2026-10-20
Altfest L J & Co Inc
DECREASED2,7492,854-105-4%$215.5K$214.7K-$8092026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,7452,74500%$207.3K$214.4K+$7.1K2026-10-20
Pinkerton Wealth, LLC
DECREASED2,7424,801-2,059-43%$423.3K$214.2K-$209.1K2026-10-29
True Freedom Investing, LLC
DECREASED2,7424,279-1,537-36%$377.2K$214.2K-$163.1K2026-10-29
MKD Wealth Coaches, LLC
DECREASED2,7394,654-1,915-41%$351.4K$213.9K-$137.5K2026-10-09
Acumen Wealth Advisors, LLC
UNCHANGED2,7122,71200%$204.8K$211.8K+$7.0K2026-11-05
OmniStar Financial Group, Inc.
NEW2,709—+2,709——$211.6K—2026-10-26
Sensible Money, LLC
INCREASED2,7082,667+41+2%$201.4K$211.5K+$10.1K2026-10-20
Entrewealth, LLC
NEW2,707—+2,707——$211.4K—2026-10-14
Hutchens & Kramer Investment Management Group, LLC
DECREASED2,7042,706-20%$204.3K$211.2K+$6.9K2026-10-16
Cullen T Bankers, Inc.
INCREASED2,7022,239+463+21%$169.1K$211.0K+$42.0K2026-10-28
Reyes Financial Architecture, Inc.
INCREASED2,6932,631+62+2%$198.7K$210.3K+$11.7K2026-10-22
Asset One Wealth Management LLC
NEW2,666—+2,666——$208.2K—2026-11-02
Richard Young Associates, Ltd.
NEW2,658—+2,658——$207.6K—2026-11-03
LifeSteps Financial, Inc.
INCREASED2,658302+2,356+780%$22.8K$207.6K+$184.8K2026-10-15
Winthrop Advisory Group LLC
DECREASED2,6392,681-42-2%$202.4K$206.1K+$3.7K2026-10-22
Advocate Investing Services LLC
UNCHANGED2,6332,63300%$198.8K$205.6K+$6.8K2026-10-26
North Capital, Inc.
NEW2,629—+2,629——$205.7K—2026-10-16
Wilmington Savings Fund Society, FSB
INCREASED2,615615+2,000+325%$46.4K$204.2K+$157.8K2026-10-23
Centennial Wealth Advisory LLC
NEW2,607—+2,607——$203.6K—2026-10-16
Palacios Wealth Management, LLC
NEW2,597—+2,597——$202.8K—2026-11-04
Compass Financial Group, Inc
DECREASED2,5953,804-1,209-32%$287.2K$202.7K-$84.6K2026-10-13
Lee, Kelleher & Klein Wealth Management
NEW2,571—+2,571——$200.8K—2026-10-08
Granite FO LLC
UNCHANGED2,5652,56500%$193.7K$200.3K+$6.6K2026-10-14
Capital Advantage, Inc.
NEW2,563—+2,563——$200.2K—2026-10-14
First Pacific Financial
UNCHANGED2,5312,53100%$191.1K$197.7K+$6.6K2026-10-14
Zega Investments, LLC
NEW2,525—+2,525——$197.2K—2026-11-04
Global Trust Asset Management, LLC
UNCHANGED2,4122,41200%$182.1K$188.4K+$6.2K2026-10-19
Compass Financial Management LLC
DECREASED2,1762,527-351-14%$191.8K$169.9K-$21.8K2026-10-30
Caldwell Trust Co
UNCHANGED2,1292,12900%$160.8K$166.3K+$5.5K2026-10-30
Union Savings Bank
UNCHANGED2,1062,10600%$159.0K$164.5K+$5.5K2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED2,0772,085-80%$157.4K$162.2K+$4.8K2026-10-07
Capital Advisors, Ltd. LLC
INCREASED2,0551,812+243+13%$137$160.0K+$159.9K2026-10-27
Balance Wealth Partners LLC
NEW2,040—+2,040——$159.3K—2026-10-27
Creative Financial Designs Inc
INCREASED2,0111,780+231+13%$134.4K$157.1K+$22.7K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED1,946408+1,538+377%$30.8K$152.0K+$121.2K2026-11-05
First United Bank & Trust
UNCHANGED1,9021,90200%$143.6K$148.5K+$4.9K2026-10-22
First Bancorp, Inc
NEW1,900—+1,900——$148.4K—2026-10-26
Decker Retirement Planning Inc.
INCREASED1,890900+990+110%$68.0K$147.6K+$79.7K2026-10-19
Signature Equity Partners, LLC
INCREASED1,855257+1,598+622%$19.4K$144.9K+$125.5K2026-10-29
Oakworth Capital, Inc.
UNCHANGED1,7521,75200%$132.8K$136.8K+$4.1K2026-10-26
Burkett Financial Services, LLC
UNCHANGED1,7301,73000%$130.6K$135.1K+$4.5K2026-10-01
StrongBox Wealth, LLC
UNCHANGED1,6501,65000%$124.6K$128.9K+$4.3K2026-11-02
Latitude Advisors, LLC
NEW1,641—+1,641——$128.2K—2026-10-27
Raleigh Capital Management Inc.
INCREASED1,5691,372+197+14%$103.6K$122.5K+$18.9K2026-10-28
Quest 10 Wealth Builders, Inc.
INCREASED1,5651,540+25+2%$116.3K$122.2K+$5.9K2026-11-02
DT Investment Partners, LLC
DECREASED1,4872,637-1,150-44%$199.1K$116.1K-$83.0K2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED1,4671,46700%$110.8K$114.6K+$3.8K2026-10-26
Evolution Wealth Management Inc.
DECREASED1,4121,464-52-4%$110.5K$110.3K-$2702026-10-28
Thompson Investment Management, Inc.
UNCHANGED1,3621,36200%$102.8K$106.4K+$3.5K2026-10-14
Montag A & Associates Inc
INCREASED1,3271,000+327+33%$75.5K$103.6K+$28.1K2026-10-29
Downshift Financial, LLC
UNCHANGED1,2751,27500%$96.3K$99.6K+$3.3K2026-10-13
Signature Resources Capital Management, LLC
DECREASED1,2651,338-73-5%$101.0K$98.8K-$2.2K2026-10-16
Mascoma Wealth Management LLC
UNCHANGED1,2501,25000%$94.4K$97.6K+$3.2K2026-10-23
Breakwater Investment Management
DECREASED1,2371,339-102-8%$101.1K$96.6K-$4.5K2026-10-20
Rakuten Securities, Inc.
DECREASED1,1652,117-952-45%$159.9K$91.0K-$68.9K2026-11-02
RMG Wealth Management LLC
NEW1,147—+1,147——$87.2K—2026-10-26
Financial Management Professionals, Inc.
INCREASED1,1221,000+122+12%$75.5K$87.6K+$12.1K2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED1,1051,10500%$83.4K$86.3K+$2.9K2026-10-09
Bell Investment Advisors, Inc
NEW1,104—+1,104——$86.2K—2026-10-29
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,0991,09900%$83.0K$85.8K+$2.8K2026-10-30
Accordant Advisory Group Inc
UNCHANGED1,0771,07700%$81.3K$84.1K+$2.8K2026-10-29
Cornerstone National Bank & Trust Co
UNCHANGED1,0711,07100%$81.4K$84.0K+$2.7K2026-10-20
Horizons Wealth Management
NEW1,039—+1,039——$81.1K—2026-10-05
Centerpoint Advisors, LLC
UNCHANGED1,0141,01400%$77.0K$79.0K+$2.0K2026-11-05
Barrett & Company, Inc.
UNCHANGED1,0001,00000%$75.5K$78.1K+$2.6K2026-10-22
Key FInancial Inc
DECREASED948966-18-2%$72.9K$74.0K+$1.1K2026-11-02
Southern Michigan Bank & Trust
INCREASED929781+148+19%$59.0K$72.6K+$13.6K2026-10-19
Blume Capital Management, Inc.
UNCHANGED92092000%$69.5K$71.9K+$2.4K2026-10-26
Archer Investment Corp
DECREASED8971,186-289-24%$89.6K$70.1K-$19.5K2026-11-05
Center for Financial Planning, Inc.
UNCHANGED85085000%$64.2K$66.4K+$2.2K2026-10-26
Princeton Global Asset Management LLC
DECREASED8411,271-430-34%$96.0K$65.7K-$30.3K2026-10-21
Valued Wealth Advisors LLC
DECREASED822831-9-1%$62.7K$64.2K+$1.5K2026-11-05
Duncker Streett & Co Inc
UNCHANGED73773700%$55.7K$57.6K+$1.9K2026-10-27
Buck Wealth Strategies, LLC
DECREASED7171,060-343-32%$80.0K$56.0K-$24.0K2026-10-28
First Financial Corp
UNCHANGED71571500%$54.0K$55.8K+$1.9K2026-10-13
Washington Trust Advisors, Inc.
UNCHANGED71371300%$53.8K$55.7K+$1.8K2026-10-22
1620 Investment Advisors, Inc.
UNCHANGED70870800%$53.5K$55.3K+$1.8K2026-11-04
Brown, Lisle Ings, Inc.
INCREASED635585+50+9%$44.2K$49.6K+$5.4K2026-10-16
Cromwell Holdings LLC
UNCHANGED63063000%$47.6K$49.2K+$1.6K2026-10-28
Pacifica Partners Inc.
DECREASED605729-124-17%$56.5K$47.5K-$9.0K2026-10-09
Avion Wealth
UNCHANGED59459400%$44$46.0K+$46.0K2026-11-04
Costello Asset Management, Inc
DECREASED572646-74-11%$48.8K$44.7K-$4.1K2026-10-30
Nfsg Corp
DECREASED566866-300-35%$65.4K$44.2K-$21.2K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED56056000%$42.3K$43.7K+$1.5K2026-10-28
Godsey & Gibb, Inc
UNCHANGED53053000%$40.0K$41.4K+$1.4K2026-10-14
MH & Associates Securities Management Corp
UNCHANGED51551500%$38.9K$40.2K+$1.3K2026-10-30
Lodestone Wealth Management LLC
NEW500—+500——$39.1K—2026-10-14
Wilkerson Advisory Group LLC
UNCHANGED49749700%$37.5K$38.8K+$1.3K2026-10-20
Miller Global Investments, LLC
UNCHANGED48048000%$36.2K$37.5K+$1.2K2026-10-02
Triumph Capital Management
UNCHANGED48048000%$36.2K$37.5K+$1.2K2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED45445400%$34.3K$35.5K+$1.2K2026-10-30
Bangor Savings Bank
INCREASED447247+200+81%$18.7K$34.9K+$16.3K2026-10-06
Abound Wealth Management
INCREASED44488+356+405%$6.6K$34.7K+$28.0K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED43843800%$33.3K$34.2K+$9382026-10-29
Prudent Man Investment Management, Inc.
NEW431—+431——$33.7K—2026-11-03
Trust Co
UNCHANGED42642600%$32.2K$33.3K+$1.1K2026-10-09
Key Capital Management, Inc
INCREASED422209+213+102%$15.8K$33.0K+$17.2K2026-11-03
Hickory Point Bank & Trust
INCREASED421155+266+172%$11.7K$32.9K+$21.2K2026-10-01
Gold Investment Management Ltd.
UNCHANGED41941900%$31.6K$32.7K+$1.1K2026-10-19
MTM Investment Management, LLC
UNCHANGED40040000%$30.2K$31.2K+$1.0K2026-10-30
SRH Advisors, LLC
UNCHANGED40040000%$30.2K$31.2K+$1.0K2026-10-22
Trust Co of Toledo NA
UNCHANGED38438400%$29.0K$30.0K+$9942026-10-16
Valley National Advisers Inc
UNCHANGED38138100%$28.8K$29.8K+$9872026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED38038000%$28.7K$29.7K+$9842026-10-16
Dakota Community Bank & Trust NA
UNCHANGED37537500%$28.3K$29.3K+$9722026-10-09
Old Second National Bank of Aurora
UNCHANGED37537500%$28.3K$29.3K+$9722026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED36836800%$27.8K$28.7K+$9532026-11-02
Ascentis Wealth Management, LLC
INCREASED36053+307+579%$4.0K$28.1K+$24.1K2026-11-03
Owl Creek Wealth Partners LLC
NEW355—+355——$27.7K—2026-10-20
Gables Capital Management Inc.
UNCHANGED35535500%$26.8K$27.7K+$9202026-11-04
Team Financial Group, LLC
NEW343—+343——$26.8K—2026-10-30
Monetary Solutions, Ltd
UNCHANGED32632600%$24.6K$25.5K+$8452026-10-22
Flagship Wealth Advisors, LLC
DECREASED3103,824-3,514-92%$288.8K$24.2K-$264.5K2026-11-03
Fairway Wealth LLC
UNCHANGED30030000%$22.7K$23.4K+$7772026-10-30
Intesa Sanpaolo Wealth Management
UNCHANGED30030000%$22.7K$23.4K+$7842026-10-28
Tradewinds Capital Management, LLC
INCREASED298291+7+2%$22.0K$23.3K+$1.3K2026-10-23
John Boyer, Inc.
NEW280—+280——$21.9K—2026-10-27
Moisand Fitzgerald Tamayo, LLC
NEW280—+280——$21.9K—2026-10-15
Madden Securities Corp
NEW275—+275——$21.5K—2026-10-27
Kelleher Financial Advisors
UNCHANGED27527500%$20.8K$21.5K+$7122026-10-30
Yankcom Partnership
INCREASED26784+183+218%$6.3K$20.9K+$14.5K2026-10-15
GHP Investment Advisors, Inc.
UNCHANGED26526500%$20.0K$20.7K+$6862026-10-15
Heritage Family Offices, LLP
NEW261—+261——$20.4K—2026-11-02
Fiduciary Advisors, Inc.
UNCHANGED25625600%$19.3K$20.0K+$6632026-10-16
Tompkins Financial Corp
UNCHANGED23023000%$17.4K$18.0K+$5962026-10-05
Essential Partners LLC
INCREASED226137+89+65%$10.3K$17.7K+$7.3K2026-10-14
United Financial Planning Group LLC
INCREASED214152+62+41%$11.5K$16.7K+$5.2K2026-11-04
UMB Private Wealth Management, LLC
NEW212—+212——$16.6K—2026-10-19
Elevation Wealth Partners, LLC
INCREASED210157+53+34%$11.9K$16.4K+$4.5K2026-10-07
First Community Trust NA
NEW200—+200——$15.6K—2026-10-07
Atwood & Palmer Inc
DECREASED200213-13-6%$16.1K$15.6K-$4642026-10-08
Gilpin Wealth Management, LLC
UNCHANGED19619600%$14.8K$15.3K+$5082026-10-09
Sunrise Financial Services, LLC
DECREASED189291-102-35%$22.0K$14.8K-$7.2K2026-10-21
Concord Wealth Partners
UNCHANGED18618600%$14.0K$14.5K+$4822026-11-02
Hoey Investments, Inc
UNCHANGED17517500%$13.2K$13.7K+$4532026-10-29
Markowski Investments
INCREASED174130+44+34%$9.8K$13.6K+$3.8K2026-10-30
Lloyd Advisory Services, Llc.
INCREASED172128+44+34%$9.7K$13.4K+$3.8K2026-11-02
Louisbourg Investments Inc.
UNCHANGED14014000%$10.6K$10.9K+$3662026-10-20
Sawyer & Company, Inc
UNCHANGED13513500%$10.2K$10.5K+$3502026-10-21
Bank of New Hampshire
NEW129—+129——$10.1K—2026-10-06
Kozak & Associates, Inc.
UNCHANGED12912900%$9.8K$9.9K+$792026-10-29
Laurel Wealth Advisors LLC
NEW125—+125——$9.8K—2026-10-27
Canton Hathaway, LLC
NEW124—+124——$9.7K—2026-10-23
Bare Financial Services, Inc
UNCHANGED12412400%$9.4K$9.7K+$3212026-11-04
Inspire Investing, LLC
UNCHANGED12112100%$9.1K$9.5K+$3132026-10-22
Lynch Investment Planning, LLC
NEW115—+115——$9.0K—2026-10-27
Hurley Capital, LLC
UNCHANGED11111100%$8.4K$8.7K+$2872026-11-05
Private Wealth Management Group, LLC
UNCHANGED11011000%$8.3K$8.6K+$2842026-10-19
GK Wealth Management LLC
NEW107—+107——$8.4K—2026-10-09
Montgomery Financial Services LLC
NEW98—+98——$7.7K—2026-11-03
Transce3nd, LLC
NEW96—+96——$7.5K—2026-10-26
Holos Integrated Wealth LLC
UNCHANGED959500%$7.4K$7.4K+$462026-10-23
Fairman Group, LLC
UNCHANGED949400%$7.1K$7.3K+$2432026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED898900%$6.7K$7.0K+$2302026-10-23
Tower View Wealth Management LLC
UNCHANGED818100%$6.1K$6.3K+$2102026-10-23
Country Trust Bank
UNCHANGED757500%$5.7K$5.9K+$1952026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED757500%$6$6$02026-10-14
Wolff Wiese Magana LLC
UNCHANGED757500%$5.7K$5.9K+$1942026-10-15
Ares Financial Consulting, LLC
UNCHANGED717100%$5.4K$5.5K+$1842026-10-19
O'Domhnaill Enterprises, Inc.
NEW67—+67——$5.2K—2026-10-29
Chilton Capital Management LLC
UNCHANGED676700%$5.1K$5.2K+$1732026-10-28
Rydar Equities, Inc.
NEW65—+65——$5.0K—2026-10-13
CKW Financial Group
UNCHANGED646400%$5$5.0K+$5.0K2026-10-29
Bear Mountain Capital, Inc.
UNCHANGED636300%$4.8K$4.9K+$1302026-11-04
Creative Capital Management Investments LLC
INCREASED5840+18+45%$3.0K$4.5K+$1.5K2026-10-28
Bullock Wealth Management Group
UNCHANGED555500%$4.2K$4.3K+$1382026-10-09
Networth Advisors, LLC
UNCHANGED515100%$3.9K$4.0K+$1322026-11-03
CFG Wealth Management Services, Inc.
NEW50—+50——$3.9K—2026-10-21
Axiom Investment Management LLC
UNCHANGED474700%$3.5K$3.7K+$1212026-11-03
Chapman Financial Group, LLC
UNCHANGED343400%$2.6K$2.7K+$882026-10-26
Polaris Financial Partners
NEW33—+33——$3—2026-10-02
Toth Financial Advisory Corp
NEW26—+26——$2.0K—2026-10-08
Hager Investment Management Services, LLC
UNCHANGED262600%$2.0K$2.0K+$682026-11-04
3 Factor Indexing, LLC
UNCHANGED252500%$1.9K$2.0K+$652026-10-15
Pacific Center for Financial Services
UNCHANGED111100%$831$860+$292026-10-15
Roxbury Financial LLC
UNCHANGED101000%$755$781+$262026-10-01
Trifecta Capital Advisors, LLC
UNCHANGED101000%$756$781+$252026-10-21
Newton One Investments LLC
NEW6—+6——$469—2026-10-14
Quaker Wealth Management, LLC
NEW1—+1——$79—2026-10-22
Imc-Chicago, LLC
CLOSED0104,170-104,170-100%$7.9M$0-$7.9M2026-11-05
Financial & Tax Architects, LLC
CLOSED055,682-55,682-100%$4.2M$0-$4.2M2026-10-15
FDx Advisors, Inc.
CLOSED051,205-51,205-100%$3.9M$0-$3.9M2026-11-05
Crown Wealth Group, LLC
CLOSED043,935-43,935-100%$3.3M$0-$3.3M2026-10-19
Scarborough Advisors, LLC
CLOSED032,359-32,359-100%$2.6M$0-$2.6M2026-10-16
TBH Global Asset Management, LLC
CLOSED030,937-30,937-100%$2.3M$0-$2.3M2026-11-03
Sunesis Advisors, LLC
CLOSED019,800-19,800-100%$1.5M$0-$1.5M2026-10-26
Oasis Advisors, LLC
CLOSED015,639-15,639-100%$1.2M$0-$1.2M2026-10-16
Benchmark Financial Wealth Advisors, LLC
CLOSED09,321-9,321-100%$703.8K$0-$703.8K2026-10-20
Archford Capital Strategies, LLC
CLOSED09,049-9,049-100%$683.3K$0-$683.3K2026-10-19
World Equity Group, Inc.
CLOSED08,576-8,576-100%$647.6K$0-$647.6K2026-10-14
Quattro Financial Advisors LLC
CLOSED07,420-7,420-100%$560.3K$0-$560.3K2026-10-15
DLK Investment Management, LLC
CLOSED06,641-6,641-100%$291.7K$0-$291.7K2026-10-09
Catalyst Investment Management LLC
CLOSED05,915-5,915-100%$446.6K$0-$446.6K2026-10-21
Teamwork Financial Advisors, LLC
CLOSED05,495-5,495-100%$414.9K$0-$414.9K2026-10-19
Center For Asset Management LLC
CLOSED04,146-4,146-100%$313.1K$0-$313.1K2026-10-16
Saxon Interests, Inc.
CLOSED04,056-4,056-100%$306.3K$0-$306.3K2026-10-26
Axecap Investments, LLC
CLOSED03,913-3,913-100%$295.5K$0-$295.5K2026-10-20
Cyr Financial Inc.
CLOSED03,859-3,859-100%$291.4K$0-$291.4K2026-10-16
Geneva Partners, LLC
CLOSED03,506-3,506-100%$264.7K$0-$264.7K2026-10-26
Factor Wealth Management LTD
CLOSED03,262-3,262-100%$246.3K$0-$246.3K2026-10-08
Certior Financial Group, LLC
CLOSED03,118-3,118-100%$235.4K$0-$235.4K2026-10-19
Secure Asset Management, LLC
CLOSED03,032-3,032-100%$228.9K$0-$228.9K2026-10-19
Vanguard Capital Wealth Advisors
CLOSED03,014-3,014-100%$227.6K$0-$227.6K2026-10-16
WealthPLAN Partners, LLC
CLOSED02,919-2,919-100%$220.4K$0-$220.4K2026-10-15
Commonwealth Financial Services, LLC
CLOSED02,834-2,834-100%$214.0K$0-$214.0K2026-10-20
LS Investment Advisors, LLC
CLOSED02,710-2,710-100%$204.6K$0-$204.6K2026-10-13
First National Bank Sioux Falls
CLOSED02,474-2,474-100%$223.1K$0-$223.1K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED02,030-2,030-100%$153.3K$0-$153.3K2026-10-14
NBT Bank, N.A.
CLOSED01,318-1,318-100%$99.5K$0-$99.5K2026-10-21
Founders Capital Management
CLOSED01,019-1,019-100%$76.9K$0-$76.9K2026-10-13
Islay Capital Management, LLC
CLOSED0558-558-100%$42.1K$0-$42.1K2026-10-20
Go Invest LLC
CLOSED0158-158-100%$12.0K$0-$12.0K2026-10-09
Commonwealth Retirement Investments LLC
CLOSED0112-112-100%$8.5K$0-$8.5K2026-10-26
Olistico Wealth, LLC
CLOSED057-57-100%$4.3K$0-$4.3K2026-10-05
Solstein Capital, LLC
CLOSED049-49-100%$3.7K$0-$3.7K2026-11-02
Pittenger & Anderson Inc
CLOSED044-44-100%$3.3K$0-$3.3K2026-11-02
Robinswood Financial LLC
CLOSED042-42-100%$3.2K$0-$3.2K2026-10-20
Investment Research & Advisory Group, Inc.
CLOSED042-42-100%$3.2K$0-$3.2K2026-10-19
Financial Consulate, Inc
CLOSED023-23-100%$1.7K$0-$1.7K2026-10-23
DecisionPoint Financial, LLC
CLOSED010-10-100%$760$0-$7602026-10-27
Prairie Wealth Advisors, Inc.
UNCHANGED000—$8.5M$8.7M+$185.7K2026-10-29
Bank of America Corp
N/A—27,854,432-27,854,432-100%$2.1B———
Morgan Stanley
N/A—22,991,594-22,991,594-100%$1.7B———
FMR LLC
N/A—13,824,915-13,824,915-100%$1.0B———
Wells Fargo & Company
N/A—12,829,309-12,829,309-100%$968.7M———
UBS Group AG
N/A—12,415,020-12,415,020-100%$937.5M———
LPL Financial LLC
N/A—10,952,646-10,952,646-100%$827.0M———
Envestnet Asset Management Inc
N/A—8,801,039-8,801,039-100%$664.6M———
BlackRock, Inc.
N/A—8,732,671-8,732,671-100%$659.4M———
Ameriprise Financial Inc
N/A—6,787,859-6,787,859-100%$510.0M———
Northwestern Mutual Wealth Management Co
N/A—6,320,401-6,320,401-100%$477.3M———
Alliancebernstein L.P.
N/A—5,819,247-5,819,247-100%$513.0M———
Hrtg GPE, LLC
N/A—5,603,339-5,603,339-100%$423.1M———
JPMorgan Chase & Co
N/A—5,503,613-5,503,613-100%$415.7M———
Raymond James Financial Inc
N/A—5,351,664-5,351,664-100%$404.1M———
Northern Trust Corp
N/A—5,260,337-5,260,337-100%$397.2M———
Empower Advisory Group, LLC
N/A—5,237,754-5,237,754-100%$395.5M———
Royal Bank of Canada
N/A—3,743,885-3,743,885-100%$282.7M———
Diameter Capital Partners LP
N/A—3,363,600-3,363,600-100%$254.0M———
HighTower Advisors, LLC
N/A—3,247,846-3,247,846-100%$245.2M———
Cerity Partners LLC
N/A—2,933,050-2,933,050-100%$221.5M———
CIBC Bancorp USA Inc.
N/A—2,756,374-2,756,374-100%$208.2M———
Crcm LP
N/A—2,627,642-2,627,642-100%$198.4M———
Erste Asset Management GmbH
N/A—2,623,650-2,623,650-100%$198.1M———
Stifel Financial Corp
N/A—2,226,695-2,226,695-100%$168.1M———
Proficio Capital Partners LLC
N/A—2,191,169-2,191,169-100%$165.5M———
Captrust Financial Advisors
N/A—2,179,893-2,179,893-100%$164.6M———
Harvard Management Co Inc
N/A—1,980,085-1,980,085-100%$149.5M———
Rockefeller Capital Management L.P.
N/A—1,915,838-1,915,838-100%$144.7M———
Osaic Holdings, Inc.
N/A—1,880,448-1,880,448-100%$142.0M———
Cresset Asset Management, LLC
N/A—1,770,971-1,770,971-100%$133.7M———
Citadel Advisors LLC
N/A—1,720,597-1,720,597-100%$129.9M———
Goldman Sachs Group Inc
N/A—1,670,513-1,670,513-100%$126.1M———
Wealthspire Advisors, LLC
N/A—1,659,286-1,659,286-100%$125.3M———
AlTi Global, Inc.
N/A—1,651,446-1,651,446-100%$124.7M———
UBS Asset Management Americas LLC
N/A—1,646,017-1,646,017-100%$124.3M———
Charles Schwab Investment Management Inc
N/A—1,616,153-1,616,153-100%$122.0M———
Moon Capital Management LP
N/A—1,559,604-1,559,604-100%$117.8M———
Tocqueville Asset Management L.P.
N/A—1,551,830-1,551,830-100%$117.2M———
Chevy Chase Trust Holdings, LLC
N/A—1,493,851-1,493,851-100%$112.8M———
Cetera Investment Advisers
N/A—1,433,117-1,433,117-100%$108.2M———
Allianz SE
N/A—1,381,533-1,381,533-100%$104.3M———
PNC Financial Services Group, Inc.
N/A—1,337,852-1,337,852-100%$101.0M———
Baird Financial Group, Inc.
N/A—1,279,618-1,279,618-100%$96.6M———
Twin Focus Capital Partners, LLC
N/A—1,195,340-1,195,340-100%$90.3M———
MML Investors Services, LLC
N/A—1,186,238-1,186,238-100%$89.6M———
Emory University
N/A—1,184,586-1,184,586-100%$89.4M———
Neuberger Berman Group LLC
N/A—1,130,603-1,130,603-100%$85.4M———
Mariner, LLC
N/A—1,129,781-1,129,781-100%$85.3M———
Jane Street Group, LLC
N/A—1,126,052-1,126,052-100%$85.0M———
Franklin Resources Inc
N/A—1,074,602-1,074,602-100%$81.1M———
Focus Partners Wealth
N/A—1,038,795-1,038,795-100%$78.4M———
Public Employees Retirement System of Ohio
N/A—1,017,800-1,017,800-100%$76.9M———
Dynasty Wealth Management, LLC
N/A—1,013,648-1,013,648-100%$76.5M———
Deutsche Bank Ag\
N/A—980,233-980,233-100%$74.0M———
MAI Capital Management
N/A—977,186-977,186-100%$73.8M———
VCU Investment Management Co
N/A—969,928-969,928-100%$73.2M———
Janney Montgomery Scott LLC
N/A—904,231-904,231-100%$68.3M———
Barclays PLC
N/A—880,867-880,867-100%$66.5M———
OneDigital Investment Advisors LLC
N/A—877,484-877,484-100%$66.3M———
Permanens Capital L.P.
N/A—858,088-858,088-100%$64.8M———
Circle Wealth Management, LLC
N/A—819,093-819,093-100%$61.8M———
Mainstay Capital Management LLC
N/A—807,662-807,662-100%$61.0M———
Oxbow Advisors, LLC
N/A—774,373-774,373-100%$58.5M———
NewEdge Advisors, LLC
N/A—756,577-756,577-100%$57.1M———
Sanctuary Advisors, LLC
N/A—744,703-744,703-100%$56.2M———
National Philanthropic Trust
N/A—742,991-742,991-100%$56.1M———
Jones Financial Companies Lllp
N/A—733,498-733,498-100%$56.2M———
Gotham Asset Management, LLC
N/A—730,122-730,122-100%$55.1M———
Cambridge Associates LLC
N/A—707,800-707,800-100%$53.4M———
Foundations Investment Advisors, LLC
N/A—691,008-691,008-100%$52.2M———
Mercer Global Advisors Inc
N/A—667,089-667,089-100%$50.4M———
Employees Retirement System of Texas
N/A—663,500-663,500-100%$50.1M———
HSBC Holdings PLC
N/A—650,137-650,137-100%$49.1M———
Meridian Wealth Advisors, LLC
N/A—641,393-641,393-100%$48.4M———
IEQ Capital, LLC
N/A—635,258-635,258-100%$48.0M———
Evercore Wealth Management, LLC
N/A—627,964-627,964-100%$47.4M———
National Bank of Canada
N/A—604,758-604,758-100%$45.7M———
Intellus Advisors LLC
N/A—589,664-589,664-100%$44.5M———
Envestnet Portfolio Solutions, Inc.
N/A—575,894-575,894-100%$43.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—538,401-538,401-100%$40.7M———
Eurizon Asset Management Hungary Ltd.
N/A—533,074-533,074-100%$40.3M———
Steward Partners Investment Advisory, LLC
N/A—530,298-530,298-100%$40.0M———
Blair William & Co
N/A—524,796-524,796-100%$39.6M———
Stuart Investment Advisors, Inc.
N/A—513,674-513,674-100%$38.8M———
Zhang Financial LLC
N/A—467,941-467,941-100%$35.3M———
Capital Group Private Client Services, Inc.
N/A—458,998-458,998-100%$34.7M———
Merit Financial Group, LLC
N/A—448,234-448,234-100%$33.8M———
Checchi Capital Advisers, LLC
N/A—444,396-444,396-100%$33.6M———
Beacon Pointe Advisors, LLC
N/A—431,181-431,181-100%$32.6M———
Bank of Montreal
N/A—426,515-426,515-100%$32.2M———
Spinnaker Trust
N/A—422,086-422,086-100%$31.9M———
Wescap Management Group, Inc.
N/A—421,606-421,606-100%$31.8M———
VPR Management LLC
N/A—395,430-395,430-100%$29.9M———
Pathstone Holdings, LLC
N/A—380,803-380,803-100%$28.8M———
Independent Family Office, LLC
N/A—375,916-375,916-100%$28.4M———
Equitable Holdings, Inc.
N/A—371,845-371,845-100%$28.1M———
First Foundation Advisors
N/A—359,362-359,362-100%$27.1M———
Quent Capital, LLC
N/A—355,443-355,443-100%$26.8M———
Shah Wealth Advisors, LLC
N/A—355,328-355,328-100%$26.8M———
Leavell Investment Management, Inc.
N/A—353,641-353,641-100%$26.7M———
Waverly Advisors, LLC
N/A—353,400-353,400-100%$26.7M———
Modern Wealth Management, LLC
N/A—345,528-345,528-100%$26.1M———
Arkos Global Advisors
N/A—342,456-342,456-100%$25.9M———
Summit Trail Advisors, LLC
N/A—336,707-336,707-100%$25.4M———
Kingsview Wealth Management, LLC
N/A—335,451-335,451-100%$25.3M———
Dakota Wealth Management
N/A—330,096-330,096-100%$24.9M———
Stratos Wealth Partners, Ltd.
N/A—329,879-329,879-100%$24.9M———
M&T Bank Corp
N/A—319,149-319,149-100%$24.1M———
Orion Porfolio Solutions, LLC
N/A—318,499-318,499-100%$24.0M———
Roehl & Yi Investment Advisors, LLC
N/A—317,153-317,153-100%$9.8M———
CIBC World Market Inc.
N/A—312,888-312,888-100%$23.6M———
AllGen Financial Advisors, Inc.
N/A—306,180-306,180-100%$23.1M———
Prudential PLC
N/A—295,485-295,485-100%$22.3M———
Coastal Bridge Advisors, LLC
N/A—284,111-284,111-100%$21.5M———
Stephens Inc
N/A—281,519-281,519-100%$21.3M———
Modus Advisors, LLC
N/A—276,829-276,829-100%$20.9M———
Commerce Bank
N/A—272,265-272,265-100%$20.6M———
Evolve Private Wealth, LLC
N/A—265,660-265,660-100%$20.1M———
Allworth Financial LP
N/A—263,548-263,548-100%$19.9M———
Syon Capital LLC
N/A—259,519-259,519-100%$19.6M———
Integrated Wealth Concepts LLC
N/A—258,407-258,407-100%$19.5M———
Savvy Advisors, Inc.
N/A—251,889-251,889-100%$19.0M———
Arax Advisory Partners
N/A—249,615-249,615-100%$18.8M———
Summit Financial, LLC
N/A—248,254-248,254-100%$18.7M———
Hamilton Wealth, LLC
N/A—245,631-245,631-100%$18.5M———
Timber Creek Capital Management LLC
N/A—241,959-241,959-100%$18.3M———
Bcwm, LLC
N/A—240,889-240,889-100%$18.2M———
EP Wealth Advisors, LLC
N/A—234,174-234,174-100%$17.7M———
Lifeworks Advisors, LLC
N/A—232,160-232,160-100%$17.5M———
Private Advisor Group, LLC
N/A—228,943-228,943-100%$17.3M———
Faithward Advisors, LLC
N/A—228,192-228,192-100%$17.2M———
Cohen & Steers, Inc.
N/A—228,069-228,069-100%$17.2M———
UMB Bank, n.a.
N/A—226,229-226,229-100%$17.1M———
Advisory Services Network, LLC
N/A—224,727-224,727-100%$17.0M———
Fielder Capital Group LLC
N/A—218,233-218,233-100%$16.5M———
First American Trust, FSB
N/A—214,200-214,200-100%$16.2M———
Quest Investment Management LLC
N/A—212,782-212,782-100%$16.1M———
&partners
N/A—209,714-209,714-100%$15.8M———
Huntington National Bank
N/A—203,876-203,876-100%$15.4M———
Brown Advisory Inc
N/A—202,270-202,270-100%$15.3M———
CSS LLC
N/A—200,040-200,040-100%$15.1M———
Advocacy Wealth Management, LLC
N/A—197,676-197,676-100%$14.9M———
Renaissance Technologies LLC
N/A—195,400-195,400-100%$14.8M———
Twin Tree Management, LP
N/A—194,746-194,746-100%$14.7M———
Gamco Investors, Inc. ET AL
N/A—187,221-187,221-100%$14.1M———
Van Hulzen Asset Management, LLC
N/A—183,362-183,362-100%$13.8M———
Purkiss Capital Advisors LLC
N/A—182,194-182,194-100%$13.8M———
Private Harbour Investment Management & Counsel, LLC
N/A—180,105-180,105-100%$13.6M———
AQR Capital Management LLC
N/A—179,467-179,467-100%$13.6M———
Regency Capital Management Inc.\DE
N/A—177,738-177,738-100%$13.4M———
Legend Financial Advisors, Inc.
N/A—176,990-176,990-100%$13.4M———
EFG International AG
N/A—175,224-175,224-100%$13.2M———
World Investment Advisors
N/A—172,440-172,440-100%$14.9M———
Seeds Investor LLC
N/A—162,857-162,857-100%$12.3M———
United Capital Financial Advisors, LLC
N/A—162,235-162,235-100%$12.3M———
Rogco, LP
N/A—158,010-158,010-100%$11.9M———
CreativeOne Wealth, LLC
N/A—156,405-156,405-100%$11.8M———
LaSalle St. Investment Advisors, LLC
N/A—154,581-154,581-100%$11.7M———
Jump Financial, LLC
N/A—153,145-153,145-100%$11.6M———
Bulltick Wealth Management, LLC
N/A—152,699-152,699-100%$11.5M———
Flputnam Investment Management Co
N/A—151,511-151,511-100%$11.4M———
E Fund Management Co., Ltd.
N/A—149,964-149,964-100%$11.3M———
Marino Management, LLC
N/A—149,479-149,479-100%$11.3M———
Harbour Wealth Management Group, Inc.
N/A—149,297-149,297-100%$11.3M———
Wills Financial Group LLC
N/A—145,131-145,131-100%$11.0M———
BSW Wealth Partners
N/A—143,524-143,524-100%$10.8M———
Waterloo Capital, L.P.
N/A—139,369-139,369-100%$10.5M———
Tudor Investment Corp ET AL
N/A—138,128-138,128-100%$10.4M———
Xcelsior Advisor Partners LLC
N/A—137,167-137,167-100%$10.4M———
Vernal Point Advisors, LLC
N/A—129,807-129,807-100%$9.8M———
Whittier Trust Co of Nevada Inc
N/A—128,254-128,254-100%$9.9M———
Flow Traders U.S. LLC
N/A—128,169-128,169-100%$9.7M———
NewEdge Wealth, LLC
N/A—127,922-127,922-100%$9.7M———
Fairview Capital Investment Management, LLC
N/A—126,011-126,011-100%$9.5M———
Omnia Family Wealth, LLC
N/A—125,816-125,816-100%$9.5M———
Cape ANN Savings Bank
N/A—122,905-122,905-100%$9.3M———
Chandler Asset Management, Inc.
N/A—122,575-122,575-100%$9.3M———
Osborne Partners Capital Management, LLC
N/A—119,988-119,988-100%$9.1M———
Harvest Fund Management Co., Ltd
N/A—118,298-118,298-100%$8.9M———
Wealthspan Partners, LLC
N/A—118,207-118,207-100%$8.9M———
Ameritas Advisory Services, LLC
N/A—116,916-116,916-100%$8.8M———
Southeast Asset Advisors, LLC
N/A—115,740-115,740-100%$8.7M———
Bleakley Financial Group, LLC
N/A—113,862-113,862-100%$8.6M———
Exit Wealth Advisors, Llc.
N/A—112,372-112,372-100%$8.5M———
Callan Family Office, LLC
N/A—110,566-110,566-100%$8.3M———
Clearstead Advisors, LLC
N/A—109,777-109,777-100%$8.3M———
Quantinno Capital Management LP
N/A—106,205-106,205-100%$8.0M———
Plum Street Advisors, LLC
N/A—106,103-106,103-100%$8.0M———
Baker Avenue Asset Management, LP
N/A—104,607-104,607-100%$7.9M———
Capital Advisors Inc
N/A—104,567-104,567-100%$7.9M———
Accretive Wealth Partners, LLC
N/A—104,387-104,387-100%$7.9M———
Wealth Care LLC
N/A—103,583-103,583-100%$7.8M———
Battery Global Advisors, LLC
N/A—102,542-102,542-100%$7.7M———
Insigneo Advisory Services, LLC
N/A—101,985-101,985-100%$7.7M———
Wealth Alliance, LLC
N/A—100,720-100,720-100%$7.6M———
Cauble & Harre Wealth Management, Inc.
N/A—99,931-99,931-100%$7.5M———
Okabena Investment Services Inc
N/A—99,913-99,913-100%$7.5M———
Greenline Partners, LLC
N/A—99,800-99,800-100%$7.5M———
Global Retirement Partners, LLC
N/A—98,289-98,289-100%$7.4M———
Wellspring Financial Advisors, LLC
N/A—98,043-98,043-100%$7.4M———
Smith, Moore & Co.
N/A—96,279-96,279-100%$7.3M———
Motco
N/A—96,088-96,088-100%$7.3M———
Bessemer Group Inc
N/A—95,810-95,810-100%$7.2M———
Larch Capital Partners LLC
N/A—94,874-94,874-100%$7.2M———
Nomura Asset Management Co LTD
N/A—94,105-94,105-100%$7.1M———
SageGuard Financial Group, LLC
N/A—93,314-93,314-100%$7.0M———
RiverGlades Family Offices LLC
N/A—92,315-92,315-100%$7.0M———
American Investment Services, Inc.
N/A—89,415-89,415-100%$6.8M———
Madden Advisory Services, Inc.
N/A—88,555-88,555-100%$6.7M———
Rehmann Capital Advisory Group
N/A—87,075-87,075-100%$6.6M———
O'shaughnessy Asset Management, LLC
N/A—86,531-86,531-100%$6.5M———
Capitolis Liquid Global Markets LLC
N/A—86,000-86,000-100%$6.5M———
Beck Capital Management, LLC
N/A—85,868-85,868-100%$6.5M———
Susquehanna International Group, LLP
N/A—85,557-85,557-100%$6.5M———
IHT Wealth Management, LLC
N/A—84,294-84,294-100%$6.4M———
Great Valley Advisor Group, Inc.
N/A—84,037-84,037-100%$6.3M———
Icon Wealth Advisors, LLC
N/A—83,422-83,422-100%$6.3M———
MA Private Wealth
N/A—83,002-83,002-100%$6.3M———
Tikvah Management LLC
N/A—82,230-82,230-100%$6.2M———
Sequoia Financial Advisors, LLC
N/A—80,631-80,631-100%$6.1M———
Vestmark Advisory Solutions, Inc.
N/A—79,431-79,431-100%$6.0M———
AE Wealth Management LLC
N/A—78,766-78,766-100%$5.9M———
Ballentine Partners, LLC
N/A—77,382-77,382-100%$5.8M———
Argent Trust Co
N/A—77,253-77,253-100%$5.8M———
Harbour Investments, Inc.
N/A—76,637-76,637-100%$5.8M———
Intrepid Capital Management Inc
N/A—76,246-76,246-100%$5.8M———
Fiduciary Trust Co
N/A—76,182-76,182-100%$5.8M———
Evelyn Partners Group Ltd
N/A—75,984-75,984-100%$5.7M———
Resona Asset Management Co.,Ltd.
N/A—75,948-75,948-100%$5.7M———
Knollwood Investment Advisory, LLC
N/A—75,160-75,160-100%$5.7M———
CCG Wealth Management, LLC
N/A—75,115-75,115-100%$5.7M———
Focus Partners Advisor Solutions, LLC
N/A—73,909-73,909-100%$5.6M———
Palisades Hudson Asset Management, L.P.
N/A—73,252-73,252-100%$5.5M———
Marex Group Ltd
N/A—72,665-72,665-100%$5.5M———
Brookwood Investment Group LLC
N/A—71,785-71,785-100%$5.4M———
Principal Securities, Inc.
N/A—71,474-71,474-100%$5.4M———
Everest Financial Group LLC
N/A—70,469-70,469-100%$5.3M———
Capital Analysts, LLC
N/A—69,869-69,869-100%$5.3M———
Allie Family Office LLC
N/A—69,714-69,714-100%$5.3M———
Pacific Point Advisors, LLC
N/A—69,514-69,514-100%$5.2M———
Natixis Advisors, LLC
N/A—69,453-69,453-100%$5.2M———
Mutual Advisors, LLC
N/A—68,583-68,583-100%$5.2M———
Financial Alternatives, Inc
N/A—68,562-68,562-100%$5.2M———
Pinnacle Financial Partners, Inc.
N/A—67,663-67,663-100%$5.1M———
Independent Advisor Alliance
N/A—67,033-67,033-100%$5.1M———
SGL Investment Advisors, Inc.
N/A—66,231-66,231-100%$5.5M———
Financial Sense Advisors, Inc.
N/A—65,678-65,678-100%$5.0M———
EQ LLC
N/A—65,487-65,487-100%$4.9M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—65,110-65,110-100%$4.9M———
CI Investments Inc.
N/A—64,617-64,617-100%$4.9M———
Red Door Wealth Management, LLC
N/A—63,741-63,741-100%$4.8M———
Bradley Foster & Sargent Inc
N/A—63,355-63,355-100%$4.8M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—63,309-63,309-100%$4.8M———
Wealthfront Advisers LLC
N/A—62,143-62,143-100%$4.7M———
Tiaa Trust, National Association
N/A—61,826-61,826-100%$4.7M———
BOK Financial Private Wealth, Inc.
N/A—61,199-61,199-100%$4.6M———
One Capital Management, LLC
N/A—60,863-60,863-100%$5.4M———
Family Manage LLC
N/A—60,699-60,699-100%$4.6M———
D L Carlson Investment Group Inc
N/A—60,399-60,399-100%$4.6M———
Advisory Alpha, LLC
N/A—60,121-60,121-100%$4.5M———
Mmbg Investment Advisors Co.
N/A—59,820-59,820-100%$4.5M———
Level Four Advisory Services, LLC
N/A—59,306-59,306-100%$4.5M———
Ridge Creek Global, Inc
N/A—58,855-58,855-100%$4.4M———
Emerald Investment Advisers, LLC
N/A—58,820-58,820-100%$4.4M———
Western Wealth Management, LLC
N/A—58,235-58,235-100%$4.4M———
Alpha Zero LLC
N/A—58,084-58,084-100%$4.3M———
Snowden Capital Advisors LLC
N/A—58,008-58,008-100%$4.4M———
Whittier Trust Co
N/A—57,720-57,720-100%$4.5M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—56,188-56,188-100%$4.2M———
Ausdal Financial Partners, Inc.
N/A—55,660-55,660-100%$4.2M———
Fidelis Capital Partners, LLC
N/A—54,773-54,773-100%$4.1M———
Banque Cantonale Vaudoise
N/A—54,486-54,486-100%$4.1M———
Savant Capital, LLC
N/A—54,430-54,430-100%$4.1M———
Choate Investment Advisors
N/A—53,409-53,409-100%$4.0M———
Synergy Investment Management, LLC
N/A—52,041-52,041-100%$3.9M———
WCG Wealth Advisors LLC
N/A—52,018-52,018-100%$3.9M———
NorthRock Partners, LLC
N/A—51,881-51,881-100%$3.9M———
LifePlan Investment Advisors, Inc.
N/A—50,998-50,998-100%$3.9M———
Advyzon Investment Management, LLC
N/A—50,994-50,994-100%$3.9M———
Scotia Capital Inc.
N/A—50,769-50,769-100%$3.8M———
Rathbones Group PLC
N/A—50,740-50,740-100%$3.8M———
LM Advisors LLC
N/A—50,452-50,452-100%$3.8M———
Liberty Wealth Management LLC
N/A—49,100-49,100-100%$4.3M———
Keebeck Wealth Management
N/A—48,944-48,944-100%$3.7M———
Keystone Financial Group
N/A—48,897-48,897-100%$3.7M———
Beacon Bridge Wealth Partners, LLC
N/A—48,302-48,302-100%$3.6M———
EQ Wealth Advisors, LLC
N/A—48,294-48,294-100%$3.6M———
Boston Research & Management Inc
N/A—46,825-46,825-100%$3.5M———
RWA Wealth Partners, LLC
N/A—46,798-46,798-100%$3.5M———
Bellwether Advisors, LLC
N/A—46,755-46,755-100%$3.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—46,402-46,402-100%$3.5M———
Parker Investment Management, LLC
N/A—46,215-46,215-100%$3.5M———
Kovack Advisors, Inc.
N/A—45,108-45,108-100%$3.4M———
New Republic Capital, LLC
N/A—44,909-44,909-100%$3.4M———
Wealth Watch Advisors, Inc
N/A—43,640-43,640-100%$3.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—43,309-43,309-100%$3.3M———
Veridan Wealth LLC
N/A—42,941-42,941-100%$3.2M———
Uniting Wealth Partners, LLC
N/A—42,652-42,652-100%$3.2M———
Compass Financial Group, Inc.
N/A—42,580-42,580-100%$3.2M———
Johnson Investment Counsel Inc
N/A—42,272-42,272-100%$3.2M———
Roundview Capital LLC
N/A—41,588-41,588-100%$3.1M———
KM Capital Management Ltd.
N/A—40,749-40,749-100%$3.1M———
Geneos Wealth Management Inc.
N/A—40,611-40,611-100%$3.1M———
HighPoint Advisor Group LLC
N/A—40,483-40,483-100%$3.1M———
Strathmore Capital Advisors, Inc.
N/A—40,238-40,238-100%$3.1M———
North Dallas Bank & Trust Co
N/A—40,211-40,211-100%$3.0M———
Alaethes Wealth, LLC
N/A—40,114-40,114-100%$3.0M———
Perennial Investment Advisors, LLC
N/A—39,920-39,920-100%$3.0M———
Freestone Capital Holdings, LLC
N/A—39,653-39,653-100%$3.0M———
Regal Investment Advisors LLC
N/A—39,637-39,637-100%$3.0M———
NewSquare Capital LLC
N/A—38,616-38,616-100%$2.9M———
Simmons Bank
N/A—38,467-38,467-100%$2.9M———
Hilltop Holdings Inc.
N/A—38,443-38,443-100%$2.9M———
Strategic Investment Solutions, Inc.
N/A—38,277-38,277-100%$2.9M———
Gould Asset Management LLC
N/A—37,900-37,900-100%$2.9M———
Sharp Wealth Advisory, LLC
N/A—37,671-37,671-100%$2.8M———
Composition Wealth, LLC
N/A—37,505-37,505-100%$2.8M———
Novak & Powell Financial Services, Inc.
N/A—37,469-37,469-100%$2.8M———
PAX Financial Group, LLC
N/A—36,167-36,167-100%$2.7M———
Northstar Financial Companies, Inc.
N/A—35,557-35,557-100%$2.7M———
One Wealth Advisors, LLC
N/A—34,894-34,894-100%$2.6M———
Brown Brothers Harriman & Co
N/A—34,445-34,445-100%$2.6M———
Naviter Wealth, LLC
N/A—34,186-34,186-100%$2.6M———
Stratos Wealth Advisors, LLC
N/A—34,054-34,054-100%$2.6M———
Main Street Financial Solutions, LLC
N/A—32,818-32,818-100%$2.5M———
Quadrature Capital Ltd
N/A—32,725-32,725-100%$2.5M———
Arkadios Wealth Advisors
N/A—32,678-32,678-100%$2.5M———
Mosaic Family Wealth Partners, LLC
N/A—32,530-32,530-100%$2.5M———
Silver OAK Securities, Incorporated
N/A—32,082-32,082-100%$2.4M———
Cardiff Park Advisors, LLC
N/A—31,875-31,875-100%$2.4M———
Capital & Planning, LLC
N/A—31,832-31,832-100%$2.4M———
Bank OZK
N/A—31,777-31,777-100%$2.4M———
OFC Financial Planning, LLC
N/A—31,727-31,727-100%$2.4M———
Banco BTG Pactual S.A.
N/A—31,440-31,440-100%$2.4M———
Betterment LLC
N/A—30,972-30,972-100%$2.3M———
Ancora Advisors LLCA
N/A—30,688-30,688-100%$2.3M———
Satovsky Asset Management LLC
N/A—30,496-30,496-100%$2.3M———
Storen Legacy Partners, LLC
N/A—30,432-30,432-100%$2.3M———
Cogent Private Wealth, Inc.
N/A—30,374-30,374-100%$2.3M———
Holistic Financial Partners
N/A—30,322-30,322-100%$2.3M———
Bcgm Wealth Management, LLC
N/A—30,166-30,166-100%$2.3M———
Venturi Wealth Management, LLC
N/A—29,608-29,608-100%$2.2M———
Keystone Financial Services
N/A—28,905-28,905-100%$2.2M———
MainStreet Investment Advisors LLC
N/A—28,550-28,550-100%$2.2M———
Sound View Wealth Advisors Group, LLC
N/A—28,358-28,358-100%$2.1M———
Azimuth Capital Investment Management LLC
N/A—28,172-28,172-100%$2.1M———
Sachetta, LLC
N/A—28,155-28,155-100%$2.1M———
Courage Capital Management LLC
N/A—28,000-28,000-100%$2.1M———
Stock Yards Bank & Trust Co
N/A—27,558-27,558-100%$2.1M———
Clearstead Trust, LLC
N/A—27,150-27,150-100%$2.1M———
SCS Capital Management LLC
N/A—26,889-26,889-100%$2.0M———
Invst, LLC
N/A—26,590-26,590-100%$2.0M———
Nuveen, LLC
N/A—26,420-26,420-100%$2.0M———
Mayflower Financial Advisors, LLC
N/A—26,416-26,416-100%$2.0M———
Philadelphia Investment Partners, LLC
N/A—26,108-26,108-100%$2.0M———
Fullerton Fund Management Co Ltd.
N/A—26,026-26,026-100%$2.0M———
Wealthgarden F.S. LLC
N/A—25,960-25,960-100%$2.0M———
Collaborative Capital Advisors LLC
N/A—25,886-25,886-100%$2.0M———
Florida Financial Advisors, LLC
N/A—25,803-25,803-100%$1.9M———
Regatta Research & Money Management
N/A—25,766-25,766-100%$1.9M———
Bridgewealth Advisory Group, LLC
N/A—25,759-25,759-100%$1.9M———
Maimon Wealth Management Ltd.
N/A—25,490-25,490-100%$1.9M———
Gateway Wealth Partners, LLC
N/A—25,178-25,178-100%$1.9M———
5T Wealth, LLC
N/A—25,009-25,009-100%$1.9M———
Nwam LLC
N/A—24,904-24,904-100%$1.9M———
Legacy Financial Group LLC
N/A—24,569-24,569-100%$1.9M———
Alesco Advisors, LLC, An ESL Co
N/A—24,421-24,421-100%$1.8M———
Glenmede Trust Co NA
N/A—24,068-24,068-100%$1.8M———
First Manhattan Co. Llc.
N/A—23,920-23,920-100%$1.8M———
Valued Retirements, Inc.
N/A—23,701-23,701-100%$1.8M———
Wealthspire Retirement, LLC
N/A—23,647-23,647-100%$1.8M———
January Capital Advisors LLC
N/A—23,536-23,536-100%$1.8M———
EWA, LLC
N/A—23,505-23,505-100%$1.8M———
Hutchinson Capital Management
N/A—23,132-23,132-100%$1.7M———
Intentional Wealth Strategies, LLC
N/A—23,101-23,101-100%$1.7M———
Landing Point Financial Group, LLC
N/A—23,076-23,076-100%$1.7M———
Berger Financial Group, Inc
N/A—23,049-23,049-100%$1.7M———
PFG Investments, LLC
N/A—22,260-22,260-100%$1.7M———
Davis Wealth Advisors, LLC
N/A—22,220-22,220-100%$1.7M———
Basecamp Wealth Advisors LLC
N/A—22,091-22,091-100%$1.7M———
Moors & Cabot, Inc.
N/A—22,022-22,022-100%$1.7M———
Gladstone Institutional Advisory LLC
N/A—21,876-21,876-100%$1.7M———
Bank of Nova Scotia
N/A—21,481-21,481-100%$1.6M———
Strategies Wealth Advisors, LLC
N/A—21,389-21,389-100%$1.6M———
Money Concepts Capital Corp
N/A—21,387-21,387-100%$1.6M———
Moneta Group Investment Advisors LLC
N/A—21,368-21,368-100%$1.6M———
CM Wealth Advisors LLC
N/A—21,033-21,033-100%$1.6M———
Addison Capital Co
N/A—20,230-20,230-100%$1.5M———
First National Bank of Omaha
N/A—20,093-20,093-100%$1.5M———
WealthShield Partners, LLC
N/A—20,007-20,007-100%$1.5M———
Banco Santander, S.A.
N/A—20,000-20,000-100%$1.5M———
Private Wealth Asset Management, LLC
N/A—19,699-19,699-100%$1.5M———
Port Capital LLC
N/A—19,401-19,401-100%$1.5M———
Strategic Wealth Partners, Ltd.
N/A—19,145-19,145-100%$1.4M———
SlateStone Wealth, LLC
N/A—19,024-19,024-100%$1.4M———
IFG Advisory, LLC
N/A—18,952-18,952-100%$1.4M———
Maridea Wealth Management LLC
N/A—18,786-18,786-100%$1.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—18,714-18,714-100%$1.4M———
Transcend Capital Advisors, LLC
N/A—18,626-18,626-100%$1.4M———
Cary Street Partners Financial LLC
N/A—18,566-18,566-100%$1.4M———
Shared Vision Wealth Group LLC
N/A—18,217-18,217-100%$1.4M———
Comprehensive Money Management Services LLC
N/A—18,070-18,070-100%$1.4M———
Wealth Management Associates, Inc.
N/A—17,841-17,841-100%$1.3M———
FWL Investment Management, LLC
N/A—17,840-17,840-100%$1.3M———
Fort Point Capital Partners LLC
N/A—17,814-17,814-100%$1.3M———
Interactive Financial Advisors, Inc.
N/A—17,799-17,799-100%$1.3M———
Alaska Wealth Advisors, LLC
N/A—17,578-17,578-100%$1.3M———
Twin Peaks Wealth Advisors, LLC
N/A—17,417-17,417-100%$1.3M———
S&CO Inc
N/A—17,174-17,174-100%$1.3M———
Financial Engines Advisors L.L.C.
N/A—16,987-16,987-100%$1.3M———
TRU Independence Asset Management 2, LLC
N/A—16,821-16,821-100%$1.3M———
Essex Financial Services, Inc.
N/A—16,614-16,614-100%$1.3M———
Monograph Wealth Advisors, LLC
N/A—16,540-16,540-100%$1.2M———
TriCert Investment Counsel Inc.
N/A—16,420-16,420-100%$1.2M———
AssuredPartners Investment Advisors, LLC
N/A—16,306-16,306-100%$1.2M———
Alexander Labrunerie & Co., Inc.
N/A—16,125-16,125-100%$1.2M———
Clarion Wealth Managment Partners, LLC
N/A—16,075-16,075-100%$1.2M———
Diversified Trust Co
N/A—16,052-16,052-100%$1.2M———
Vident Advisory, LLC
N/A—16,024-16,024-100%$1.2M———
Range Advisory, LLC
N/A—15,910-15,910-100%$1.2M———
Magnolia Capital Advisors LLC
N/A—15,598-15,598-100%$1.2M———
Cascade Financial Partners, LLC
N/A—15,504-15,504-100%$1.2M———
Nest Investments, LLC
N/A—15,429-15,429-100%$1.2M———
Rothschild Wealth LLC
N/A—15,256-15,256-100%$1.2M———
Drive Wealth Management, LLC
N/A—15,199-15,199-100%$1.1M———
Ibex Wealth Advisors
N/A—15,013-15,013-100%$1.1M———
Trustmark Bank Trust Department
N/A—14,760-14,760-100%$1.1M———
Smartleaf Asset Management LLC
N/A—14,627-14,627-100%$1.1M———
Davis R M Inc
N/A—14,451-14,451-100%$1.1M———
Forum Finance Group S.A.
N/A—14,324-14,324-100%$874———
Generation Capital Management LLC
N/A—14,250-14,250-100%$1.1M———
Keel Point, LLC
N/A—14,233-14,233-100%$1.1M———
Auxano Advisors, LLC
N/A—14,147-14,147-100%$1.1M———
Curi Capital, LLC
N/A—14,060-14,060-100%$1.1M———
Resolute Wealth Advisor, Inc.
N/A—13,904-13,904-100%$1.2M———
Wescott Financial Advisory Group, LLC
N/A—13,788-13,788-100%$1.0M———
Aberdeen Wealth Management LLC
N/A—13,612-13,612-100%$1.0M———
Founders Financial Alliance, LLC
N/A—13,606-13,606-100%$1.0M———
Cedar Wealth Management, LLC
N/A—13,365-13,365-100%$1.0M———
Millennium Management LLC
N/A—13,290-13,290-100%$1.0M———
Community Bank, N.A.
N/A—13,044-13,044-100%$984.9K———
Boston Family Office LLC
N/A—12,820-12,820-100%$968.0K———
Alpha Financial Partners LLC
N/A—12,760-12,760-100%$963.5K———
Mission Creek Capital Partners, Inc.
N/A—12,697-12,697-100%$958.8K———
JTC Employer Solutions Trustee Ltd
N/A—12,632-12,632-100%$954.0K———
Atomic Invest LLC
N/A—12,457-12,457-100%$940.8K———
Continuum Advisory, LLC
N/A—12,289-12,289-100%$927.9K———
Iconiq Capital, LLC
N/A—12,247-12,247-100%$924.8K———
OneAscent Financial Services LLC
N/A—12,187-12,187-100%$920.2K———
Douglass Winthrop Advisors, LLC
N/A—12,180-12,180-100%$919.7K———
JT Stratford LLC
N/A—12,153-12,153-100%$917.7K———
Disciplined Investors, L.L.C.
N/A—11,932-11,932-100%$901.0K———
Summit Wealth Partners, LLC
N/A—11,916-11,916-100%$899.8K———
Hancock Whitney Corp
N/A—11,787-11,787-100%$890.0K———
Hobbs Group Advisors, LLC
N/A—11,576-11,576-100%$874.1K———
Trivium Point Advisory, LLC
N/A—11,559-11,559-100%$872.8K———
Arete Wealth Advisors, LLC
N/A—11,536-11,536-100%$871.1K———
Werba Rubin Papier Wealth Management
N/A—11,443-11,443-100%$864.1K———
GWN Securities Inc.
N/A—11,432-11,432-100%$863.2K———
Wisconsin Capital Management LLC
N/A—11,140-11,140-100%$841.2K———
Ellevest, Inc.
N/A—11,122-11,122-100%$534.8K———
Bogart Wealth, LLC
N/A—11,083-11,083-100%$836.9K———
17 Capital Partners, LLC
N/A—11,080-11,080-100%$836.7K———
American Trust
N/A—10,881-10,881-100%$821.7K———
Fortis Group Advisors, LLC
N/A—10,870-10,870-100%$820.8K———
Curtis Wealth Management LLC
N/A—10,869-10,869-100%$820.7K———
Riverpoint Wealth Management Holdings, LLC
N/A—10,779-10,779-100%$813.9K———
Sovereign Financial Group, Inc.
N/A—10,737-10,737-100%$810.8K———
Arrowroot Family Office, LLC
N/A—10,660-10,660-100%$804.9K———
Sheridan Capital Management, LLC
N/A—10,610-10,610-100%$801.2K———
Advance Capital Management, Inc.
N/A—10,600-10,600-100%$800.4K———
Texas Yale Capital Corp.
N/A—10,600-10,600-100%$800.4K———
Nova Wealth Management, Inc.
N/A—10,496-10,496-100%$792.6K———
JPL Wealth Management, LLC
N/A—10,486-10,486-100%$791.8K———
Astoria Portfolio Advisors Llc.
N/A—10,417-10,417-100%$786.6K———
Quantum Portfolio Management LLC
N/A—10,338-10,338-100%$780.6K———
Valmark Advisers, Inc.
N/A—10,244-10,244-100%$773.5K———
Greykasell Wealth Strategies, Inc.
N/A—10,240-10,240-100%$773.2K———
Swisher Financial Concepts, Inc.
N/A—10,071-10,071-100%$760.5K———
Pennington Partners & Co., LLC
N/A—10,035-10,035-100%$757.8K———
Entelevest, LLC
N/A—10,030-10,030-100%$757.3K———
Belpointe Asset Management LLC
N/A—10,021-10,021-100%$756.7K———
Blue Chip Partners, LLC
N/A—9,843-9,843-100%$743.2K———
HBK Sorce Advisory LLC
N/A—9,815-9,815-100%$783.8K———
Benjamin Edwards Inc
N/A—9,775-9,775-100%$738.0K———
Hirtle & Co., LLC
N/A—9,658-9,658-100%$729.3K———
Barnes Wealth Management Group, Inc
N/A—9,581-9,581-100%$723.5K———
KKM Financial LLC
N/A—9,461-9,461-100%$714.4K———
Cozad Asset Management Inc
N/A—9,419-9,419-100%$711.2K———
Cofg Advisors, LLC
N/A—9,378-9,378-100%$708.1K———
Petra Financial Advisors Inc
N/A—9,372-9,372-100%$707.7K———
Colonial Trust Co / SC
N/A—9,350-9,350-100%$706.0K———
Tradition Wealth Management, LLC
N/A—9,347-9,347-100%$705.8K———
Allied Private Wealth LLC
N/A—9,295-9,295-100%$713.3K———
Staley Capital Advisers Inc
N/A—9,176-9,176-100%$692.9K———
Cape COD Five Cents Savings Bank
N/A—9,151-9,151-100%$691.0K———
Ingalls & Snyder LLC
N/A—9,098-9,098-100%$687.0K———
Financial Gravity Companies, Inc.
N/A—9,000-9,000-100%$679.6K———
Three Cord True Wealth Management, LLC
N/A—8,956-8,956-100%$676.3K———
Foster & Motley Inc
N/A—8,914-8,914-100%$673.0K———
Coldstream Capital Management Inc
N/A—8,764-8,764-100%$661.8K———
Amundi
N/A—8,600-8,600-100%$649.4K———
Calton & Associates, Inc.
N/A—8,587-8,587-100%$648.4K———
Horizon Kinetics Asset Management LLC
N/A—8,566-8,566-100%$646.8K———
Aureus Asset Management, LLC
N/A—8,531-8,531-100%$644.2K———
Beckerman Institutional, LLC
N/A—8,431-8,431-100%$636.7K———
Tacita Capital Inc
N/A—8,382-8,382-100%$632.8K———
Winch Advisory Services, LLC
N/A—8,275-8,275-100%$624.8K———
Atlantic Union Bankshares Corp
N/A—8,253-8,253-100%$623.2K———
TCW Group Inc
N/A—8,195-8,195-100%$618.8K———
Pallas Capital Advisors LLC
N/A—8,157-8,157-100%$615.9K———
SVB Wealth LLC
N/A—8,112-8,112-100%$612.5K———
Strategic Wealth Advisors LLC
N/A—7,978-7,978-100%$647———
Index Technologies Group LLC
N/A—7,973-7,973-100%$602.0K———
Integrated Investment Consultants, LLC
N/A—7,972-7,972-100%$602.0K———
Colter Lewis Investment Partners LLC
N/A—7,946-7,946-100%$600.0K———
Regimen Wealth, LLC
N/A—7,906-7,906-100%$600.9K———
Haverford Trust Co
N/A—7,845-7,845-100%$592.4K———
Whalerock Point Partners, LLC
N/A—7,811-7,811-100%$589.8K———
Clearbridge Investments, LLC
N/A—7,701-7,701-100%$581.5K———
DV Trading LLC
N/A—7,620-7,620-100%$575.4K———
WealthCollab, LLC
N/A—7,600-7,600-100%$573.9K———
Lakeridge Wealth Management LLC
N/A—7,536-7,536-100%$569.0K———
Envision Financial Planning, LLC
N/A—7,489-7,489-100%$565.5K———
Presidio Capital Management, LLC
N/A—7,467-7,467-100%$563.8K———
Channel Wealth LLC
N/A—7,362-7,362-100%$555.9K———
Fisher Asset Management, LLC
N/A—7,337-7,337-100%$554.1K———
Schrum Private Wealth Management LLC
N/A—7,217-7,217-100%$342.4K———
Retirement Income Solutions, Inc
N/A—7,179-7,179-100%$632.9K———
Benchmark Investment Advisors LLC
N/A—7,036-7,036-100%$531.3K———
SOA Wealth Advisors, Llc.
N/A—6,953-6,953-100%$47.3K———
BTC Capital Management, Inc.
N/A—6,929-6,929-100%$523.2K———
Panoramic Investment Advisors, LLC
N/A—6,815-6,815-100%$514.6K———
Clarity Financial LLC
N/A—6,796-6,796-100%$513.2K———
Itau Unibanco Holding S.A.
N/A—6,784-6,784-100%$512.3K———
Marble Wealth, LLC
N/A—6,726-6,726-100%$507.9K———
Sand Hill Global Advisors, LLC
N/A—6,722-6,722-100%$507.6K———
Clear Investment Research, LLC
N/A—6,717-6,717-100%$507.2K———
Kiker Wealth Management, LLC
N/A—6,650-6,650-100%$502.1K———
SageView Advisory Group, LLC
N/A—6,635-6,635-100%$501.0K———
IKE Capital, LLC
N/A—6,600-6,600-100%$498.4K———
Magnolia Private Wealth, LLC
N/A—6,544-6,544-100%$494.1K———
Copia Wealth Management
N/A—6,510-6,510-100%$491.6K———
Pitcairn Wealth Advisors LLC
N/A—6,465-6,465-100%$488.2K———
Pure Financial Advisors, LLC
N/A—6,454-6,454-100%$487.3K———
Orcam Financial Group
N/A—6,437-6,437-100%$486.1K———
Genesis Wealth Advisors, LLC
N/A—6,326-6,326-100%$477.7K———
Garrison Point Advisors, LLC
N/A—6,305-6,305-100%$476.1K———
LRI Investments, LLC
N/A—6,290-6,290-100%$475.0K———
Aptus Capital Advisors, LLC
N/A—6,254-6,254-100%$472.2K———
MRP Capital Investments, LLC
N/A—6,250-6,250-100%$471.9K———
Sandy Cove Advisors, LLC
N/A—6,220-6,220-100%$469.7K———
Elm Partners Management LLC
N/A—6,210-6,210-100%$468.9K———
Reliant Wealth Planning
N/A—6,198-6,198-100%$468.0K———
Van Eck Associates Corp
N/A—6,194-6,194-100%$467.7K———
Earned Wealth Advisors, LLC
N/A—6,066-6,066-100%$458.0K———
Tortoise Investment Management, LLC
N/A—6,003-6,003-100%$453.3K———
Federation des caisses Desjardins du Quebec
N/A—5,991-5,991-100%$452.3K———
Leigh Baldwin & Co., LLC
N/A—5,972-5,972-100%$450.9K———
Twin Lakes Capital Management, LLC
N/A—5,969-5,969-100%$450.7K———
Catawba River Capital
N/A—5,898-5,898-100%$445.4K———
Jaffetilchin Investment Partners, LLC
N/A—5,865-5,865-100%$442.8K———
Peapack Gladstone Financial Corp
N/A—5,805-5,805-100%$438.0K———
Concentrum Wealth Management
N/A—5,794-5,794-100%$437.5K———
Legacy Edge Advisors, LLC
N/A—5,765-5,765-100%$435.3K———
BFC Planning, Inc.
N/A—5,763-5,763-100%$435.1K———
PlanVest Financial, Inc
N/A—5,706-5,706-100%$430.9K———
SouthState Bank Corp
N/A—5,683-5,683-100%$429.1K———
Empirical Asset Management, LLC
N/A—5,613-5,613-100%$423.8K———
Potomac Fund Management Inc
N/A—5,591-5,591-100%$422.2K———
Strategic Financial Concepts, LLC
N/A—5,579-5,579-100%$421.3K———
Investment Advisory Group, LLC
N/A—5,564-5,564-100%$420.1K———
SEI Investments Co
N/A—5,529-5,529-100%$417.5K———
Mayport, LLC
N/A—5,447-5,447-100%$411.3K———
One Charles Private Wealth Services, LLC
N/A—5,269-5,269-100%$397.9K———
NorthCoast Asset Management LLC
N/A—5,254-5,254-100%$396.7K———
Retirement Management Systems Inc.
N/A—5,176-5,176-100%$390.8K———
Sankala Group LLC
N/A—5,081-5,081-100%$416.0K———
Lbmc Investment Advisors, LLC
N/A—5,078-5,078-100%$383.4K———
Thompson David Blair
N/A—5,078-5,078-100%$383.4K———
Bragg Financial Advisors, Inc
N/A—5,072-5,072-100%$383.0K———
Daiichi Life International Holdings LLC
N/A—5,050-5,050-100%$381.3K———
HHM Wealth Advisors, LLC
N/A—5,046-5,046-100%$381.0K———
Quotient Wealth Partners, LLC
N/A—5,030-5,030-100%$379.8K———
Capital Investment Management, Inc.
N/A—4,992-4,992-100%$377.0K———
Ethos Financial Group, LLC
N/A—4,929-4,929-100%$372.2K———
Per Stirling Capital Management, Llc.
N/A—4,908-4,908-100%$370.6K———
Wellington-Altus USA Inc.
N/A—4,847-4,847-100%$427.3K———
Kiley Juergens Wealth Management, LLC
N/A—4,824-4,824-100%$364.3K———
Chokshi & Queen Wealth Advisors, Inc
N/A—4,729-4,729-100%$357.1K———
Planning Alternatives LTD
N/A—4,639-4,639-100%$350.3K———
BCS Private Wealth Management, Inc.
N/A—4,636-4,636-100%$350.1K———
Advisors Capital Management, LLC
N/A—4,615-4,615-100%$348.5K———
Cornerstone Advisors Asset Management, LLC
N/A—4,590-4,590-100%$346.6K———
Tradewinds, Llc.
N/A—4,545-4,545-100%$325.9K———
Vision Retirement, LLC
N/A—4,509-4,509-100%$340.5K———
Francis Financial, Inc.
N/A—4,494-4,494-100%$339.3K———
Jupiter Topco LLC
N/A—4,438-4,438-100%$335.1K———
Bluespring Wealth Management, LLC
N/A—4,433-4,433-100%$334.7K———
Alteri Wealth LLC
N/A—4,375-4,375-100%$330.4K———
Talon Private Wealth, LLC
N/A—4,373-4,373-100%$330.2K———
Gould Capital, LLC
N/A—4,350-4,350-100%$328.5K———
Clark Capital Management Group, Inc.
N/A—4,323-4,323-100%$326.4K———
Bridgewater Advisors Inc.
N/A—4,323-4,323-100%$329.4K———
Liberty Square Wealth Partners LLC
N/A—4,290-4,290-100%$323.9K———
Fortis Capital Management LLC
N/A—4,288-4,288-100%$323.8K———
Vantage Point Financial LLC
N/A—4,217-4,217-100%$318.4K———
44 Wealth Management LLC
N/A—4,192-4,192-100%$316.6K———
Inspire Advisors, LLC
N/A—4,185-4,185-100%$316.0K———
Madison Wealth Partners, Inc
N/A—4,173-4,173-100%$315.1K———
Atlas Capital Advisors Inc.
N/A—4,097-4,097-100%$309.4K———
Atlanta Consulting Group Advisors, LLC
N/A—4,084-4,084-100%$308.4K———
Avalon Trust Co
N/A—4,000-4,000-100%$302.0K———
Fiduciary Group, LLC
N/A—3,985-3,985-100%$300.9K———
Sfmg, LLC
N/A—3,962-3,962-100%$299.2K———
Alta Wealth Advisors LLC
N/A—3,903-3,903-100%$294.7K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—3,890-3,890-100%$293.7K———
M. Kulyk & Associates, LLC
N/A—3,836-3,836-100%$289.7K———
Bedel Financial Consulting, Inc.
N/A—3,801-3,801-100%$287.0K———
Graney & King, LLC
N/A—3,783-3,783-100%$285.7K———
GeoWealth Management, LLC
N/A—3,758-3,758-100%$283.8K———
Insight 2811, Inc.
N/A—3,755-3,755-100%$283.5K———
Kintra Wealth, LLC
N/A—3,742-3,742-100%$306.0K———
Golden Road Advisors LLC
N/A—3,708-3,708-100%$280.0K———
Coastwise Capital Group, LLC
N/A—3,700-3,700-100%$279.4K———
XP Advisory US, Inc.
N/A—3,676-3,676-100%$277.6K———
Centaurus Financial, Inc.
N/A—3,651-3,651-100%$276.0K———
PIN OAK Investment Advisors Inc
N/A—3,636-3,636-100%$275.0K———
Hardman Johnston Global Advisors LLC
N/A—3,600-3,600-100%$271.8K———
Chilton Investment Co Inc.
N/A—3,572-3,572-100%$269.7K———
Centric Wealth Management
N/A—3,564-3,564-100%$302.8K———
WFA of San Diego, LLC
N/A—3,529-3,529-100%$288.6K———
Mairs & Power Inc
N/A—3,525-3,525-100%$266.2K———
Prosperity Consulting Group, LLC
N/A—3,492-3,492-100%$263.7K———
Heritage Wealth Advisors
N/A—3,485-3,485-100%$263.2K———
Legacy Trust
N/A—3,465-3,465-100%$261.6K———
Integrity Wealth Solutions LLC
N/A—3,453-3,453-100%$260.7K———
Peninsula Asset Management Inc
N/A—3,445-3,445-100%$260.1K———
Smithfield Trust Co
N/A—3,443-3,443-100%$260.0K———
Caldwell Sutter Capital, Inc.
N/A—3,421-3,421-100%$258.3K———
TRB Wealth Management, LLC
N/A—3,415-3,415-100%$257.9K———
SSA Swiss Advisors AG
N/A—3,414-3,414-100%$257.8K———
Heritage Trust Co
N/A—3,410-3,410-100%$257.5K———
Rasp Wealth Solutions, LLC
N/A—3,404-3,404-100%$257.0K———
Dorsey & Whitney Trust Co LLC
N/A—3,370-3,370-100%$254.5K———
Tidemark, LLC
N/A—3,366-3,366-100%$254.2K———
Beaird Harris Wealth Management, LLC
N/A—3,347-3,347-100%$252.7K———
Hilltop Partners LLC
N/A—3,300-3,300-100%$249.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,293-3,293-100%$248.7K———
Yukon Wealth Management, Inc.
N/A—3,275-3,275-100%$247.3K———
Glen Eagle Advisors, LLC
N/A—3,264-3,264-100%$246.5K———
Private Advisory Group LLC
N/A—3,254-3,254-100%$245.7K———
Safeguard Investment Advisory Group, LLC
N/A—3,246-3,246-100%$245.1K———
Destination Wealth Management
N/A—3,233-3,233-100%$244.1K———
Asset Management Group, Inc.
N/A—3,225-3,225-100%$243.5K———
WNY Asset Management, LLC
N/A—3,213-3,213-100%$242.6K———
OneAscent Family Office, LLC
N/A—3,191-3,191-100%$241.0K———
Tobias Financial Advisors, Inc.
N/A—3,172-3,172-100%$239.5K———
Medallion Wealth Advisors, LLC
N/A—3,145-3,145-100%$237.4K———
Cary Street Partners Investment Advisory LLC
N/A—3,094-3,094-100%$233.6K———
Gallagher Fiduciary Advisors, LLC
N/A—3,017-3,017-100%$227.8K———
Burling Wealth Partners, LLC
N/A—3,006-3,006-100%$227.0K———
Arcus Capital Partners, LLC
N/A—3,002-3,002-100%$226.7K———
Pgim Custom Harvest LLC
N/A—3,000-3,000-100%$226.5K———
Prime Buchholz LLC
N/A—3,000-3,000-100%$226.5K———
Meridian Wealth Partners, LLC
N/A—2,993-2,993-100%$226.0K———
Cannell & Spears LLC
N/A—2,992-2,992-100%$225.9K———
Lansing Street Advisors
N/A—2,977-2,977-100%$224.8K———
Laffer Tengler Investments, Inc.
N/A—2,951-2,951-100%$222.8K———
Vance Wealth, LLC
N/A—2,899-2,899-100%$218.9K———
Vickerman Investment Advisors, Inc.
N/A—2,871-2,871-100%$216.8K———
Dopkins Wealth Management, LLC
N/A—2,866-2,866-100%$216.4K———
Thoroughbred Financial Services, LLC
N/A—2,862-2,862-100%$216.0K———
Everstar Asset Management, LLC
N/A—2,849-2,849-100%$215.1K———
Patron Partners, LLC
N/A—2,834-2,834-100%$214.0K———
Element Wealth, LLC
N/A—2,832-2,832-100%$213.8K———
Crewe Advisors LLC
N/A—2,832-2,832-100%$213.8K———
Blalock Williams, LLC
N/A—2,831-2,831-100%$213.8K———
Colonial Trust Advisors
N/A—2,820-2,820-100%$212.9K———
Members Trust Co
N/A—2,797-2,797-100%$211.2K———
Transamerica Financial Advisors, LLC
N/A—2,777-2,777-100%$209.7K———
Trevian Wealth Management LLC
N/A—2,750-2,750-100%$207.7K———
Integrity Financial Corp
N/A—2,729-2,729-100%$206.1K———
American Asset Management Inc.
N/A—2,724-2,724-100%$205.7K———
Nicolet Bankshares Inc
N/A—2,715-2,715-100%$212.6K———
CacheTech Inc.
N/A—2,701-2,701-100%$204.0K———
Fortis Capital Advisors, LLC
N/A—2,682-2,682-100%$202.5K———
First Eagle Investment Management, LLC
N/A—2,668-2,668-100%$201.5K———
MJP Associates Inc
N/A—2,661-2,661-100%$200.9K———
Sargent Investment Group, LLC
N/A—2,659-2,659-100%$200.8K———
Hollencrest Capital Management
N/A—2,650-2,650-100%$200.1K———
Walleye Trading LLC
N/A—2,636-2,636-100%$199.0K———
SHP Wealth Management
N/A—2,608-2,608-100%$196.9K———
Laraway Financial Advisors Inc
N/A—2,600-2,600-100%$196.3K———
Highland Investment Advisors LLC
N/A—2,503-2,503-100%$189.0K———
Centennial Bank
N/A—2,500-2,500-100%$188.8K———
Keating Financial Advisory Services, Inc.
N/A—2,457-2,457-100%$185.5K———
Rothschild Investment LLC
N/A—2,088-2,088-100%$157.7K———
Kerr Financial Planning Corp
N/A—2,003-2,003-100%$151.2K———
CVA Family Office, LLC
N/A—1,946-1,946-100%$146.9K———
LGT Financial Advisors LLC
N/A—1,858-1,858-100%$140.3K———
N.E.W. Advisory Services LLC
N/A—1,850-1,850-100%$139.7K———
Nalls Sherbakoff Group, LLC
N/A—1,703-1,703-100%$128.6K———
Raffa Wealth Management, LLC
N/A—1,646-1,646-100%$124.3K———
Bruce G. Allen Investments, LLC
N/A—1,575-1,575-100%$118.9K———
CNB Bank
N/A—1,525-1,525-100%$115.2K———
Roble, Belko & Company, Inc
N/A—1,493-1,493-100%$113.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,466-1,466-100%$110.7K———
Innovative Asset Advisors Group, LLC
N/A—1,441-1,441-100%$108.8K———
South Plains Financial, Inc.
N/A—1,373-1,373-100%$103.7K———
Crews Bank & Trust
N/A—1,350-1,350-100%$101.9K———
Boreal Capital Management LLC
N/A—1,289-1,289-100%$97.3K———
Steigerwald, Gordon & Koch Inc.
N/A—1,267-1,267-100%$95.7K———
Purpose Unlimited Inc.
N/A—1,260-1,260-100%$96.6K———
Cbiz Investment Advisory Services, LLC
N/A—1,250-1,250-100%$110.2K———
BankPlus Trust Department
N/A—1,242-1,242-100%$93.8K———
Operose Advisors LLC
N/A—1,146-1,146-100%$86.5K———
IAG Wealth Partners, LLC
N/A—1,130-1,130-100%$85.3K———
Vanguard National Trust Co
N/A—1,099-1,099-100%$83.0K———
Orion Capital Management LLC
N/A—1,051-1,051-100%$79.4K———
Caitlin John, LLC
N/A—1,009-1,009-100%$76.2K———
Tiaa Wealth Investment Management LLC
N/A—999-999-100%$75.5K———
Fiduciary Financial Advisors
N/A—999-999-100%$75.4K———
Rialto Wealth Management, LLC
N/A—966-966-100%$72.9K———
Bravera Wealth
N/A—950-950-100%$71.7K———
Bellevue Asset Management, LLC
N/A—931-931-100%$70.3K———
Knuff & Co LLC
N/A—900-900-100%$68.0K———
IMA Advisory Services, Inc.
N/A—861-861-100%$65.0K———
Prosperity Bancshares Inc
N/A—858-858-100%$64.8K———
Basepoint Wealth LLC
N/A—822-822-100%$62.1K———
Manning & Napier Advisors LLC
N/A—791-791-100%$59.7K———
Pingora Partners LLC
N/A—784-784-100%$59.2K———
HM Payson & Co
N/A—761-761-100%$57.5K———
Truvestments Capital LLC
N/A—754-754-100%$56.9K———
Wellington Grp LLC
N/A—749-749-100%$66.0K———
Addison Advisors LLC
N/A—737-737-100%$55.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—707-707-100%$53.4K———
Chesapeake Asset Management LLC
N/A—701-701-100%$52.9K———
Cordant, Inc.
N/A—698-698-100%$52.7K———
Zions Bancorporation, National Association
N/A—695-695-100%$52.5K———
Financial Life Planners
N/A—675-675-100%$51.0K———
Dogwood Wealth Management LLC
N/A—599-599-100%$45.2K———
Ameriflex Group, Inc.
N/A—582-582-100%$43.9K———
Providence Capital Advisors, LLC
N/A—553-553-100%$41.7K———
Strive Financial Group,LLC
N/A—550-550-100%$41.5K———
Aventura Private Wealth, LLC
N/A—538-538-100%$40.6K———
MidFirst Bank
N/A—515-515-100%$38.9K———
Investors Portfolio Services LLC
N/A—510-510-100%$38.5K———
Capital Advisor Network LLC
N/A—496-496-100%$37.5K———
Fourth Dimension Wealth, LLC
N/A—480-480-100%$36.2K———
Dunhill Financial, LLC
N/A—377-377-100%$28.5K———
Hamrick Investment Counsel, llc
N/A—370-370-100%$27.9K———
Harborfront Financial Group LLC
N/A—367-367-100%$27.7K———
Institute for Wealth Management, Llc.
N/A—355-355-100%$26.8K———
Front Row Advisors LLC
N/A—350-350-100%$28.8K———
Darwin Wealth Management, LLC
N/A—324-324-100%$24.5K———
Kilter Group LLC
N/A—323-323-100%$24.4K———
Godfrey Financial Associates, Inc.
N/A—312-312-100%$23.6K———
Chelsea Counsel Co
N/A—309-309-100%$23.3K———
Ankerstar Wealth, LLC
N/A—284-284-100%$21.4K———
Meramec Financial Planners, LLC
N/A—256-256-100%$19.7K———
Main Management LLC
N/A—250-250-100%$19.0K———
Measured Wealth Private Client Group, LLC
N/A—248-248-100%$18.7K———
Millstone Evans Group, LLC
N/A—243-243-100%$18.3K———
Napier Financial, LLC
N/A—221-221-100%$16.7K———
Delta Asset Management LLC
N/A—190-190-100%$14.3K———
Oakmont Advisory Group, LLC
N/A—188-188-100%$14.2K———
Tower Research Capital LLC (TRC)
N/A—183-183-100%$13.8K———
Fort Vancouver Investment Management, LLC
N/A—181-181-100%$13.7K———
VSM Wealth Advisory, LLC
N/A—178-178-100%$13.4K———
Osbon Capital Management LLC
N/A—157-157-100%$11.9K———
Ravenstone Capital Management Inc.
N/A—150-150-100%$11.3K———
Anchor Investment Management, LLC
N/A—135-135-100%$10.2K———
TD Capital Management LLC
N/A—130-130-100%$9.8K———
Miller Capital Partners, Inc.
N/A—125-125-100%$9.4K———
Russell Investments Group, Ltd.
N/A—103-103-100%$7.8K———
Timbuktu Capital Management, LLC
N/A—101-101-100%$7.6K———
Mcguire Capital Advisors Inc
N/A—66-66-100%$5.0K———
JDM Financial Group LLC
N/A—55-55-100%$4.2K———
ST Germain D J Co Inc
N/A—51-51-100%$3.9K———
Richard W. Paul & Associates, LLC
N/A—44-44-100%$3.3K———
ESL Trust Services, LLC
N/A—41-41-100%$3.1K———
Wiser Advisor Group LLC
N/A—27-27-100%$2.0K———
Merrithew & Thorsten Inc
N/A—20-20-100%$1———
Park Place Capital Corp
N/A—17-17-100%$1.3K———
Alerus Financial NA
N/A—12-12-100%$906———
Imprint Wealth LLC
N/A—3-3-100%$227———
Showing 1996 of 1996 institutions