IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares S&P 100 ETF (OEF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fifth Third Bancorp
INCREASED
Shares2,607,310 from 2,568,553
Change+38,757 (+2%)
Value$996.2M (+$56.4M)
Filed 2026-11-05
Quantum Financial Advisors, LLC
INCREASED
Shares446,066 from 404,718
Change+41,348 (+10%)
Value$10.4M (+$725.7K)
Filed 2026-11-03
Alps Advisors Inc
INCREASED
Shares192,457 from 153,517
Change+38,940 (+25%)
Value$73.5M (+$17.4M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares169,009 from 188,118
Change-19,109 (-10%)
Value$64.6M (-$4.3M)
Filed 2026-11-02
Signaturefd, LLC
DECREASED
Shares150,567 from 151,179
Change-612 (0%)
Value$57.5M (+$2.2M)
Filed 2026-10-23
Chesley Taft & Associates LLC
INCREASED
Shares139,121 from 871
Change+138,250 (+15873%)
Value$3.5M (+$3.2M)
Filed 2026-10-13
AGF Management LTD
DECREASED
Shares119,260 from 130,370
Change-11,110 (-9%)
Value$45.6M (-$2.1M)
Filed 2026-11-03
Financial Partners Group, Inc
DECREASED
Shares109,630 from 111,256
Change-1,626 (-1%)
Value$41.9M (+$1.2M)
Filed 2026-10-19
Oakworth Capital, Inc.
DECREASED
Shares99,512 from 100,765
Change-1,253 (-1%)
Value$38.0M (+$1.2M)
Filed 2026-10-26
Financial Enhancement Group LLC
INCREASED
Shares83,321 from 82,739
Change+582 (+1%)
Value$32.4M (+$2.2M)
Filed 2026-10-08
Harbour Trust & Investment Management Co
DECREASED
Shares81,071 from 81,530
Change-459 (-1%)
Value$31.0M (+$1.1M)
Filed 2026-10-28
Marin Bay Wealth Advisors, LLC
DECREASED
Shares75,221 from 76,612
Change-1,391 (-2%)
Value$28.7M (+$710.7K)
Filed 2026-10-28
Demars Financial Group, LLC
INCREASED
Shares75,136 from 73,270
Change+1,866 (+3%)
Value$28.7M (+$1.9M)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares73,046 from 74,354
Change-1,308 (-2%)
Value$27.9M (+$705.5K)
Filed 2026-10-20
Amplius Wealth Advisors, LLC
DECREASED
Shares71,513 from 74,084
Change-2,571 (-3%)
Value$27.3M (+$218.8K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares70,833 from 72,781
Change-1,948 (-3%)
Value$27.1M (+$435.5K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares63,787 from 54,766
Change+9,021 (+16%)
Value$24.4M (+$4.3M)
Filed 2026-11-02
Patten & Patten Inc
DECREASED
Shares61,638 from 62,089
Change-451 (-1%)
Value$23.6M (+$834.1K)
Filed 2026-10-26
Wealth Group Ltd
INCREASED
Shares61,200 from 60,430
Change+770 (+1%)
Value$23.6M (+$1.4M)
Filed 2026-10-07
MGO One Seven LLC
DECREASED
Shares59,993 from 61,758
Change-1,765 (-3%)
Value$22.9M (+$326.5K)
Filed 2026-10-28
Investors Research Corp
DECREASED
Shares57,947 from 57,996
Change-49 (0%)
Value$22.1M (+$921.4K)
Filed 2026-10-07
Truist Financial Corp
INCREASED
Shares54,092 from 51,226
Change+2,866 (+6%)
Value$20.7M (+$1.9M)
Filed 2026-10-30
Creative Planning
INCREASED
Shares51,596 from 49,230
Change+2,366 (+5%)
Value$19.7M (+$1.7M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares48,822 from 46,729
Change+2,093 (+4%)
Value$18.7M (+$1.6M)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares48,413 from 55,425
Change-7,012 (-13%)
Value$18.5M (-$1.8M)
Filed 2026-11-02
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares43,802 from 44,874
Change-1,072 (-2%)
Value$16.7M (+$318.0K)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares43,773 from 43,946
Change-173 (0%)
Value$16.7M (+$646.3K)
Filed 2026-11-04
Vicus Capital
INCREASED
Shares43,011 from 41,820
Change+1,191 (+3%)
Value$16.4M (+$1.1M)
Filed 2026-11-05
Carnegie Investment Counsel
INCREASED
Shares41,867 from 41,778
Change+89 (+0%)
Value$16.0M (+$711.0K)
Filed 2026-10-20
Detalus Advisors, LLC
DECREASED
Shares41,423 from 42,409
Change-986 (-2%)
Value$15.8M (+$310.6K)
Filed 2026-10-15
Fifth Third Securities, Inc.
DECREASED
Shares40,930 from 42,178
Change-1,248 (-3%)
Value$15.6M (+$206.9K)
Filed 2026-10-21
TSA Wealth Managment LLC
DECREASED
Shares40,162 from 41,767
Change-1,605 (-4%)
Value$15.3M (+$63.8K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares39,290 from 37,980
Change+1,310 (+3%)
Value$15.0M (+$1.1M)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
DECREASED
Shares38,734 from 39,622
Change-888 (-2%)
Value$14.8M (+$303.2K)
Filed 2026-10-22
Schorn Wealth LLC
DECREASED
Shares35,584 from 36,274
Change-690 (-2%)
Value$13.6M (+$324.2K)
Filed 2026-10-14
Wealth Forward, LLC
DECREASED
Shares33,932 from 59,704
Change-25,772 (-43%)
Value$13.0M (-$8.9M)
Filed 2026-10-14
Park Avenue Securities LLC
DECREASED
Shares32,535 from 33,370
Change-835 (-2%)
Value$12.4M (+$222.0K)
Filed 2026-10-26
Segment Wealth Management, LLC
DECREASED
Shares32,354 from 32,373
Change-19 (0%)
Value$12.4M (+$517.5K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares31,978 from 31,817
Change+161 (+1%)
Value$12.0M (+$300.9K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares31,912 from 37,908
Change-5,996 (-16%)
Value$12.2M (-$1.7M)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED
Shares30,317 from 33,608
Change-3,291 (-10%)
Value$11.6M (-$712.6K)
Filed 2026-10-22
Lockheed Martin Investment Management Co
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$11.5M (+$486.3K)
Filed 2026-11-04
Alternative Investment Advisors, Llc.
INCREASED
Shares28,175 from 23,553
Change+4,622 (+20%)
Value$10.8M (+$2.1M)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares27,833 from 33,886
Change-6,053 (-18%)
Value$10.6M (-$1.8M)
Filed 2026-10-08
FSA Wealth Partners, Inc.
INCREASED
Shares27,722 from 10,774
Change+16,948 (+157%)
Value$10.6M (+$6.7M)
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares27,691 from 5,031
Change+22,660 (+450%)
Value$10.7M (+$8.8M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares27,691 from 5,031
Change+22,660 (+450%)
Value$10.7M (+$8.8M)
Filed 2026-10-20
Atticus Wealth Management, LLC
DECREASED
Shares27,594 from 27,944
Change-350 (-1%)
Value$10.5M (+$319.4K)
Filed 2026-10-20
Legacy Advisors, LLC
INCREASED
Shares27,420 from 27,418
Change+2 (+0%)
Value$10.5M (+$445.1K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares26,840 from 23,842
Change+2,998 (+13%)
Value$10.3M (+$1.5M)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares26,108 from 29,596
Change-3,488 (-12%)
Value$10.0M (-$852.9K)
Filed 2026-10-30
Mezzasalma Advisors, LLC
INCREASED
Shares25,479 from 22,779
Change+2,700 (+12%)
Value$4.1M (+$261.4K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
DECREASED
Shares25,274 from 26,180
Change-906 (-3%)
Value$9.7M (+$78.3K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
DECREASED
Shares24,680 from 25,041
Change-361 (-1%)
Value$9.4M (+$9.4M)
Filed 2026-10-27
Carret Asset Management, LLC
DECREASED
Shares24,556 from 25,216
Change-660 (-3%)
Value$9.4M (+$156.6K)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares24,462 from 10,967
Change+13,495 (+123%)
Value$9.3M (+$5.3M)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares24,225 from 24,508
Change-283 (-1%)
Value$9.3M (+$289.1K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares23,424 from 21,512
Change+1,912 (+9%)
Value$8.9M (+$1.1M)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares23,409 from 23,409
Change0 (0%)
Value$8.9M (+$379.5K)
Filed 2026-10-16
Cypress Wealth Services, LLC
DECREASED
Shares23,057 from 23,100
Change-43 (0%)
Value$9.0M (+$525.0K)
Filed 2026-10-21
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares22,969 from 23,424
Change-455 (-2%)
Value$8.8M (+$205.9K)
Filed 2026-10-14
Basso Capital Management, L.P.
DECREASED
Shares22,948 from 23,404
Change-456 (-2%)
Value$8.8M (+$205.2K)
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares22,848 from 22,365
Change+483 (+2%)
Value$8.7M (+$547.1K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED
Shares22,831 from 21,028
Change+1,803 (+9%)
Value$8.7M (+$1.0M)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
INCREASED
Shares22,266 from 21,889
Change+377 (+2%)
Value$8.5M (+$498.9K)
Filed 2026-10-26
Cardinal Strategic Wealth Guidance
DECREASED
Shares21,937 from 24,409
Change-2,472 (-10%)
Value$8.4M (-$548.8K)
Filed 2026-11-02
HB Wealth Management, LLC
DECREASED
Shares21,934 from 22,784
Change-850 (-4%)
Value$8.4M (+$44.6K)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares21,531 from 20,084
Change+1,447 (+7%)
Value$8.2M (+$878.5K)
Filed 2026-11-05
Titleist Asset Management, LLC
INCREASED
Shares21,396 from 14,921
Change+6,475 (+43%)
Value$8.2M (+$2.7M)
Filed 2026-10-08
Manchester Capital Management LLC
DECREASED
Shares21,054 from 21,264
Change-210 (-1%)
Value$8.0M (+$264.5K)
Filed 2026-10-22
Citizens Financial Group Inc
INCREASED
Shares20,400 from 17,905
Change+2,495 (+14%)
Value$7.8M (+$1.2M)
Filed 2026-10-23
W Advisors, LLC
DECREASED
Shares19,787 from 20,714
Change-927 (-4%)
Value$7.6M (-$18.4K)
Filed 2026-11-02
Moneco Advisors, LLC
DECREASED
Shares19,177 from 20,109
Change-932 (-5%)
Value$7.3M (-$30.2K)
Filed 2026-11-05
Client First Capital LLC
DECREASED
Shares18,664 from 20,091
Change-1,427 (-7%)
Value$7.1M (-$219.6K)
Filed 2026-10-22
Security Financial Services, Inc.
DECREASED
Shares18,656 from 19,458
Change-802 (-4%)
Value$7.1M (+$8.9K)
Filed 2026-10-29
Affinity Capital Advisors, LLC
DECREASED
Shares18,163 from 21,527
Change-3,364 (-16%)
Value$7.1M (-$887.4K)
Filed 2026-10-13
NTV Asset Management LLC
DECREASED
Shares17,904 from 18,354
Change-450 (-2%)
Value$6.8M (+$125.6K)
Filed 2026-10-23
Kaydan Wealth Management, Inc.
DECREASED
Shares17,893 from 18,965
Change-1,072 (-6%)
Value$6.8M (-$101.7K)
Filed 2026-10-08
Independence Bank of Kentucky
DECREASED
Shares17,600 from 17,669
Change-69 (0%)
Value$6.7M (+$260.1K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares16,950 from 16,065
Change+885 (+6%)
Value$6.6M (+$578.6K)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares16,878 from 17,308
Change-430 (-2%)
Value$6.4M (+$116.0K)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
DECREASED
Shares16,824 from 16,910
Change-86 (-1%)
Value$6.5M (+$359.5K)
Filed 2026-10-19
Culbertson A N & Co Inc
DECREASED
Shares16,662 from 17,210
Change-548 (-3%)
Value$6.4M (+$69.8K)
Filed 2026-10-21
Forthright Family Wealth Advisory LLC
DECREASED
Shares16,595 from 16,685
Change-90 (-1%)
Value$6.3M (+$235.8K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares16,496 from 15,547
Change+949 (+6%)
Value$6.3M (+$614.5K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares16,003 from 16,065
Change-62 (0%)
Value$6.1M (+$236.8K)
Filed 2026-11-03
GenWealth Group, Inc.
DECREASED
Shares15,935 from 16,539
Change-604 (-4%)
Value$6.1M (+$37.3K)
Filed 2026-10-16
Sheets Smith Wealth Management
DECREASED
Shares15,563 from 15,578
Change-15 (0%)
Value$5.9M (+$246.8K)
Filed 2026-10-16
Asempa Wealth Advisors
DECREASED
Shares15,454 from 15,459
Change-5 (0%)
Value$5.9M (+$240.8K)
Filed 2026-10-07
Regions Financial Corp
DECREASED
Shares15,207 from 15,661
Change-454 (-3%)
Value$5.8M (+$80.4K)
Filed 2026-11-05
Claro Advisors Inc.
INCREASED
Shares14,958 from 13,217
Change+1,741 (+13%)
Value$5.7M (+$879.5K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED
Shares14,947 from 15,520
Change-573 (-4%)
Value$5.7M (+$32.6K)
Filed 2026-11-03
Ridgeline Wealth, LLC
DECREASED
Shares13,830 from 14,013
Change-183 (-1%)
Value$5.4M (+$248.2K)
Filed 2026-10-14
Avid Wealth Partners LLC
DECREASED
Shares13,434 from 13,596
Change-162 (-1%)
Value$5.1M (+$158.5K)
Filed 2026-11-03
Kelly Financial Services LLC
DECREASED
Shares13,184 from 14,938
Change-1,754 (-12%)
Value$5.0M (-$428.0K)
Filed 2026-10-20
One Advisory Partners, LLC
DECREASED
Shares12,948 from 13,482
Change-534 (-4%)
Value$4.9M (+$14.5K)
Filed 2026-10-22
Csenge Advisory Group
INCREASED
Shares12,653 from 12,567
Change+86 (+1%)
Value$4.8M (+$236.6K)
Filed 2026-11-04
Horst & Graben Wealth Management LLC
DECREASED
Shares12,416 from 12,435
Change-19 (0%)
Value$4.7M (+$194.3K)
Filed 2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares12,142 from 12,672
Change-530 (-4%)
Value$4.6M (+$4.0K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares12,036 from 10,745
Change+1,291 (+12%)
Value$4.6M (+$667.3K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares11,791
Change+11,791
Value$4.5M
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares11,785 from 6,467
Change+5,318 (+82%)
Value$4.5M (+$2.1M)
Filed 2026-10-15
Sovran Advisors, LLC
DECREASED
Shares11,543 from 12,233
Change-690 (-6%)
Value$4.4M (-$57.7K)
Filed 2026-11-02
Welch & Forbes LLC
DECREASED
Shares11,257 from 12,257
Change-1,000 (-8%)
Value$4.3M (-$183.4K)
Filed 2026-11-04
ShoreHaven Wealth Partners, LLC
INCREASED
Shares10,925 from 10,864
Change+61 (+1%)
Value$4.2M (+$199.4K)
Filed 2026-10-16
Capital Investment Counsel, LLC
DECREASED
Shares10,747 from 10,997
Change-250 (-2%)
Value$4.1M (+$82.7K)
Filed 2026-10-14
Strategic Blueprint, LLC
DECREASED
Shares10,605 from 11,712
Change-1,107 (-9%)
Value$4.1M (-$233.1K)
Filed 2026-10-22
Perryman Financial Advisory Inc
INCREASED
Shares10,588 from 10,311
Change+277 (+3%)
Value$4.0M (+$273.0K)
Filed 2026-10-16
Aviance Capital Partners, LLC
UNCHANGED
Shares10,574 from 10,574
Change0 (0%)
Value$4.0M (+$171.4K)
Filed 2026-10-29
71 West Capital Partners
INCREASED
Shares10,549 from 9,862
Change+687 (+7%)
Value$4.0M (+$422.4K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares9,833 from 11,902
Change-2,069 (-17%)
Value$3.8K (-$4.4M)
Filed 2026-10-22
St. Louis Trust Co
UNCHANGED
Shares9,380 from 9,380
Change0 (0%)
Value$3.6M (+$2.6M)
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares9,313 from 9,340
Change-27 (0%)
Value$3.6M (+$141.2K)
Filed 2026-11-03
RMR Wealth Builders
INCREASED
Shares9,213 from 9,202
Change+11 (+0%)
Value$3.5M (+$153.6K)
Filed 2026-10-22
St. Clair Advisors, LLC
DECREASED
Shares8,940 from 9,090
Change-150 (-2%)
Value$3.4M (+$90.0K)
Filed 2026-10-13
Madrona Financial Services, LLC
NEW
Shares8,822
Change+8,822
Value$3.4M
Filed 2026-10-23
KCM Investment Advisors LLC
DECREASED
Shares8,801 from 8,919
Change-118 (-1%)
Value$3.4M (+$99.5K)
Filed 2026-10-27
Adirondack Capital Advisors, LLC
DECREASED
Shares8,777 from 8,817
Change-40 (0%)
Value$3.4M (+$127.6K)
Filed 2026-10-09
Financial Life Advisors
DECREASED
Shares8,651 from 10,448
Change-1,797 (-17%)
Value$3.3M (-$517.2K)
Filed 2026-10-14
Parsons Capital Management Inc
DECREASED
Shares8,528 from 8,947
Change-419 (-5%)
Value$3.3M (-$15.2K)
Filed 2026-10-28
Means Investment Co., Inc.
UNCHANGED
Shares8,447 from 8,447
Change0 (0%)
Value$3.2M (+$136.9K)
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares8,342 from 8,481
Change-139 (-2%)
Value$3.2M (+$84.4K)
Filed 2026-10-29
CMH Wealth Management LLC
DECREASED
Shares8,285 from 8,335
Change-50 (-1%)
Value$3.2M (+$116.0K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares8,108 from 9,314
Change-1,206 (-13%)
Value$3.1M (-$309.8K)
Filed 2026-10-22
University of Texas S AM Investment Management Co
UNCHANGED
Shares7,903 from 7,903
Change0 (0%)
Value$3.0M (+$128.1K)
Filed 2026-11-03
Global Wealth Strategies & Associates
DECREASED
Shares7,871 from 8,095
Change-224 (-3%)
Value$3.0M (+$45.8K)
Filed 2026-10-02
Uptick Partners, LLC
DECREASED
Shares7,756 from 7,917
Change-161 (-2%)
Value$3.0M (+$66.9K)
Filed 2026-11-04
AMG National Trust Bank
DECREASED
Shares7,652 from 8,314
Change-662 (-8%)
Value$2.9M (-$118.5K)
Filed 2026-11-05
Hoxton Planning & Management, LLC
DECREASED
Shares7,554 from 7,813
Change-259 (-3%)
Value$2.9M (+$27.8K)
Filed 2026-10-15
Trail Ridge Investment Advisors, LLC
UNCHANGED
Shares7,508 from 7,508
Change0 (0%)
Value$2.9M (+$121.7K)
Filed 2026-10-16
Able Wealth Management LLC
INCREASED
Shares7,392 from 7,001
Change+391 (+6%)
Value$2.9M (+$297.1K)
Filed 2026-10-13
Opus Capital Group, LLC
UNCHANGED
Shares7,307 from 7,307
Change0 (0%)
Value$2.8M (+$119.0K)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares7,171 from 6,797
Change+374 (+6%)
Value$2.7M (+$253.0K)
Filed 2026-10-14
Beaumont Asset Management, L.L.C.
UNCHANGED
Shares7,084 from 7,084
Change0 (0%)
Value$2.7M (+$114.8K)
Filed 2026-10-16
1834 Investment Advisors Co
INCREASED
Shares7,053 from 6,931
Change+122 (+2%)
Value$2.7M (+$159.0K)
Filed 2026-10-16
Plancorp, LLC
INCREASED
Shares7,026 from 5,662
Change+1,364 (+24%)
Value$2.6M (+$531.8K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares6,925 from 5,406
Change+1,519 (+28%)
Value$2.6M (+$668.0K)
Filed 2026-10-21
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares6,701 from 6,735
Change-34 (0%)
Value$2.6M (+$96.2K)
Filed 2026-10-29
Klingman & Associates, LLC
DECREASED
Shares6,620 from 6,882
Change-262 (-4%)
Value$2.5M (+$11.5K)
Filed 2026-10-20
Finley Financial, LLC
UNCHANGED
Shares6,560 from 6,560
Change0 (0%)
Value$2.5M (+$102.9K)
Filed 2026-10-28
Beacon Financial Group
INCREASED
Shares6,515 from 6,504
Change+11 (+0%)
Value$2.5M (+$109.6K)
Filed 2026-10-19
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares6,479 from 6,479
Change0 (0%)
Value$2.5M (+$105.0K)
Filed 2026-10-22
Berkshire Money Management, Inc.
NEW
Shares6,469
Change+6,469
Value$2.5M
Filed 2026-10-21
Bailard, Inc.
UNCHANGED
Shares6,453 from 6,453
Change0 (0%)
Value$2.5M (+$104.6K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares6,406 from 6,415
Change-9 (0%)
Value$2.4M (+$100.6K)
Filed 2026-11-04
Lynch Investment Planning, LLC
DECREASED
Shares6,239 from 7,155
Change-916 (-13%)
Value$2.4M (-$234.0K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares6,217 from 6,612
Change-395 (-6%)
Value$2.4M (-$43.5K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares6,203 from 6,681
Change-478 (-7%)
Value$2.4M (+$245.3K)
Filed 2026-10-13
Synergy Asset Management, LLC
NEW
Shares6,132
Change+6,132
Value$2.3M
Filed 2026-11-05
Rahlfs Capital, LLC
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$2.3M (+$98.9K)
Filed 2026-10-23
McAdam, LLC
DECREASED
Shares6,082 from 6,366
Change-284 (-4%)
Value$2.3M (-$5.2K)
Filed 2026-10-21
Confluence Wealth Services, Inc.
INCREASED
Shares6,040 from 2,342
Change+3,698 (+158%)
Value$2.3M (+$1.5M)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares5,968 from 11,152
Change-5,184 (-46%)
Value$2.3M (-$1.8M)
Filed 2026-10-15
Hengehold Capital Management LLC
INCREASED
Shares5,962 from 4,612
Change+1,350 (+29%)
Value$2.3M (+$590.6K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,952 from 3,692
Change+2,260 (+61%)
Value$2.3M (+$935.7K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares5,920 from 6,157
Change-237 (-4%)
Value$2.3M (+$9.5K)
Filed 2026-10-28
Elevation Capital Advisory, LLC
DECREASED
Shares5,873 from 22,318
Change-16,445 (-74%)
Value$2.2M (-$5.9M)
Filed 2026-10-29
First Heartland Consultants, Inc.
NEW
Shares5,757
Change+5,757
Value$2.2M
Filed 2026-10-08
Independent Financial Group, LLC
DECREASED
Shares5,702 from 5,724
Change-22 (0%)
Value$2.2M (+$84.2K)
Filed 2026-10-13
Gilliland Jeter Wealth Management LLC
DECREASED
Shares5,554 from 6,523
Change-969 (-15%)
Value$2.1M (-$264.5K)
Filed 2026-10-28
Optivise Advisory Services LLC
INCREASED
Shares5,536 from 5,495
Change+41 (+1%)
Value$2.1M (+$104.5K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares5,475 from 5,285
Change+190 (+4%)
Value$2.1M (+$156.0K)
Filed 2026-10-16
Adirondack Trust Co
DECREASED
Shares5,400 from 5,545
Change-145 (-3%)
Value$2.1M (+$34.5K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares5,395 from 5,193
Change+202 (+4%)
Value$2.1M (+$161.4K)
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares5,287 from 5,613
Change-326 (-6%)
Value$2.0M (-$33.7K)
Filed 2026-10-30
Apella Capital, LLC
INCREASED
Shares5,217 from 5,199
Change+18 (+0%)
Value$2.0M (+$117.2K)
Filed 2026-10-08
Pinnacle Associates LTD
INCREASED
Shares5,102 from 5,084
Change+18 (+0%)
Value$1.9M (+$89.3K)
Filed 2026-10-20
Stone Wealth Partners
INCREASED
Shares5,092 from 2,546
Change+2,546 (+100%)
Value$1.9M (+$1.0M)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares5,047 from 4,908
Change+139 (+3%)
Value$1.9M (+$132.6K)
Filed 2026-10-16
Legacies Wealth LLC
UNCHANGED
Shares4,999 from 4,999
Change0 (0%)
Value$1.9M (+$81.0K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares4,998 from 5,198
Change-200 (-4%)
Value$1.9M (+$7.8K)
Filed 2026-10-23
Triad Wealth Partners, LLC
DECREASED
Shares4,940 from 5,040
Change-100 (-2%)
Value$1.9M (-$1.4K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,832 from 4,841
Change-9 (0%)
Value$1.8M (+$75.0K)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares4,819 from 5,346
Change-527 (-10%)
Value$1.8M (-$114.7K)
Filed 2026-10-14
NWF Advisory Services Inc.
INCREASED
Shares4,818 from 4,724
Change+94 (+2%)
Value$1.8M (+$112.5K)
Filed 2026-10-19
Allen Investment Management, LLC
UNCHANGED
Shares4,689 from 4,689
Change0 (0%)
Value$1.8M (+$76.0K)
Filed 2026-11-03
Watershed Private Wealth LLC
DECREASED
Shares4,606 from 6,144
Change-1,538 (-25%)
Value$1.8M (-$488.0K)
Filed 2026-10-30
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares4,527 from 4,521
Change+6 (+0%)
Value$1.7M (+$75.6K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares4,506 from 4,837
Change-331 (-7%)
Value$1.7M (-$47.9K)
Filed 2026-10-28
Councilmark Asset Management, LLC
UNCHANGED
Shares4,475 from 4,475
Change0 (0%)
Value$1.7M (+$72.5K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares4,429 from 4,096
Change+333 (+8%)
Value$1.7M (+$183.8K)
Filed 2026-10-27
Curbstone Financial Management Corp
UNCHANGED
Shares4,410 from 4,410
Change0 (0%)
Value$1.7M (+$71.5K)
Filed 2026-10-21
WJ Wealth Management, LLC
UNCHANGED
Shares4,321 from 4,321
Change0 (0%)
Value$1.7M (+$70.0K)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares4,191 from 4,184
Change+7 (+0%)
Value$1.6M (+$70.5K)
Filed 2026-10-29
PDS Planning, Inc
INCREASED
Shares4,158 from 4,101
Change+57 (+1%)
Value$1.6M (+$88.3K)
Filed 2026-11-03
Firethorn Wealth Partners, LLC
DECREASED
Shares4,087 from 4,366
Change-279 (-6%)
Value$1.6M (-$35.8K)
Filed 2026-10-14
Quadrant Capital Group LLC
UNCHANGED
Shares4,076 from 4,076
Change0 (0%)
Value$1.6M (+$92.9K)
Filed 2026-10-20
Northside Capital Management, LLC
UNCHANGED
Shares4,061 from 4,061
Change0 (0%)
Value$1.6M (+$65.8K)
Filed 2026-10-13
Trek Financial, LLC
DECREASED
Shares4,043 from 4,068
Change-25 (-1%)
Value$1.5M (+$56.4K)
Filed 2026-10-29
XML Financial, LLC
DECREASED
Shares3,986 from 3,989
Change-3 (0%)
Value$1.5M (+$63.5K)
Filed 2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares3,907 from 3,889
Change+18 (+0%)
Value$1.5M (+$69.9K)
Filed 2026-10-23
Trust Point Inc.
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$1.5M (+$61.6K)
Filed 2026-10-27
Columbus Macro, LLC
INCREASED
Shares3,723 from 3,715
Change+8 (+0%)
Value$1.4M (+$63.1K)
Filed 2026-10-14
GC Wealth Management RIA, LLC
DECREASED
Shares3,664 from 3,666
Change-2 (0%)
Value$1.4M (+$58.6K)
Filed 2026-11-02
Sharkey, Howes & Javer
INCREASED
Shares3,566 from 3,318
Change+248 (+7%)
Value$1.4M (+$148.5K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
DECREASED
Shares3,551 from 3,589
Change-38 (-1%)
Value$1.4M (+$43.7K)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares3,530 from 3,530
Change0 (0%)
Value$1.3M (+$57.2K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares3,505 from 3,803
Change-298 (-8%)
Value$1.3M (-$52.1K)
Filed 2026-10-27
Evergreen Capital Management LLC
UNCHANGED
Shares3,474 from 3,474
Change0 (0%)
Value$1.3M (+$56.3K)
Filed 2026-10-23
Brighton Jones LLC
INCREASED
Shares3,472 from 3,234
Change+238 (+7%)
Value$1.3M (+$143.1K)
Filed 2026-11-03
CPA Asset Management Group, LLC
DECREASED
Shares3,446 from 3,709
Change-263 (-7%)
Value$1.3M (-$40.4K)
Filed 2026-10-26
LVZ, Inc.
NEW
Shares3,444
Change+3,444
Value$1.3M
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares3,417 from 2,020
Change+1,397 (+69%)
Value$1.3M (+$575.7K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares3,389 from 3,305
Change+84 (+3%)
Value$1.3M (+$85.7K)
Filed 2026-11-04
Park Edge Advisors, LLC
DECREASED
Shares3,368 from 3,422
Change-54 (-2%)
Value$1.3M (+$34.8K)
Filed 2026-10-28
Verum Partners LLC
DECREASED
Shares3,367 from 3,387
Change-20 (-1%)
Value$1.3M (+$47.2K)
Filed 2026-10-21
Sutton Place Investors LLC
INCREASED
Shares3,294 from 3,281
Change+13 (+0%)
Value$1.3M (+$58.2K)
Filed 2026-10-20
Smith Shellnut Wilson LLC
INCREASED
Shares3,271 from 2,887
Change+384 (+13%)
Value$1.2M (+$193.5K)
Filed 2026-10-21
Naples Global Advisors, LLC
DECREASED
Shares3,265 from 3,270
Change-5 (0%)
Value$1.2M (+$51.1K)
Filed 2026-11-05
Advus Financial Partners, LLC
DECREASED
Shares3,242 from 8,648
Change-5,406 (-63%)
Value$1.2M (-$1.9M)
Filed 2026-10-20
Golden State Wealth Management, LLC
DECREASED
Shares3,192 from 4,235
Change-1,043 (-25%)
Value$1.2M (-$329.6K)
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares3,171 from 3,171
Change0 (0%)
Value$1.2M (+$51.4K)
Filed 2026-10-05
Zenith Solutions, Inc.
DECREASED
Shares3,148 from 3,547
Change-399 (-11%)
Value$1.2M (-$94.6K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares3,140 from 3,273
Change-133 (-4%)
Value$1.2M (+$2.6K)
Filed 2026-10-14
Lifetime Wealth Management P.C.
UNCHANGED
Shares3,112 from 3,112
Change0 (0%)
Value$1.2M (+$50.4K)
Filed 2026-10-29
Arcadia Investment Advisors LLC
DECREASED
Shares3,076 from 3,114
Change-38 (-1%)
Value$1.2M (+$36.0K)
Filed 2026-10-13
DT Investment Partners, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$1.1M (+$48.6K)
Filed 2026-10-27
Horizon Wealth Management, LLC
DECREASED
Shares2,993 from 3,845
Change-852 (-22%)
Value$1.1M (-$263.1K)
Filed 2026-11-02
Linscomb Wealth, Inc.
UNCHANGED
Shares2,953 from 2,953
Change0 (0%)
Value$1.1M (+$47.9K)
Filed 2026-11-05
Altus Wealth Management, LLC
DECREASED
Shares2,923 from 2,951
Change-28 (-1%)
Value$1.1M (+$36.9K)
Filed 2026-10-13
Accelerate Investment Advisors LLC
INCREASED
Shares2,781 from 2,557
Change+224 (+9%)
Value$1.1M (+$127.2K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares2,762 from 3,380
Change-618 (-18%)
Value$1.1M (-$181.3K)
Filed 2026-10-23
Davenport & Co LLC
DECREASED
Shares2,709 from 2,801
Change-92 (-3%)
Value$1.0M (+$10.1K)
Filed 2026-10-14
Apex Wealth Management, LLC
DECREASED
Shares2,702 from 2,707
Change-5 (0%)
Value$1.0M (+$41.9K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares2,695 from 2,858
Change-163 (-6%)
Value$1.0M (-$15.8K)
Filed 2026-10-15
Compass Financial Management LLC
INCREASED
Shares2,613 from 2,556
Change+57 (+2%)
Value$998.4K (+$63.2K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
NEW
Shares2,608
Change+2,608
Value$996.5K
Filed 2026-10-26
Abner Herrman & Brock LLC
DECREASED
Shares2,603 from 2,803
Change-200 (-7%)
Value$995 (-$31)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED
Shares2,578 from 2,509
Change+69 (+3%)
Value$985.0K (+$67.0K)
Filed 2026-10-23
Palisade Asset Management, LLC
UNCHANGED
Shares2,574 from 2,574
Change0 (0%)
Value$983.5K (+$41.7K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,569 from 2,569
Change0 (0%)
Value$981.6K (+$41.6K)
Filed 2026-10-22
Soundwatch Capital LLC
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$985.2K (+$48.5K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED
Shares2,550 from 2,867
Change-317 (-11%)
Value$974.3K (-$74.8K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares2,507 from 2,438
Change+69 (+3%)
Value$957.8K (+$65.7K)
Filed 2026-10-26
First Pacific Financial
DECREASED
Shares2,492 from 2,496
Change-4 (0%)
Value$952.1K (+$38.9K)
Filed 2026-10-14
Summit Global Investments
NEW
Shares2,481
Change+2,481
Value$948.0K
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares2,463 from 2,463
Change0 (0%)
Value$901.3K ($0)
Filed 2026-10-26
Blue Trust, Inc.
DECREASED
Shares2,448 from 2,559
Change-111 (-4%)
Value$935.3K (-$940)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
DECREASED
Shares2,432 from 2,536
Change-104 (-4%)
Value$929.3K (+$1.4K)
Filed 2026-11-02
RVW Wealth, LLC
UNCHANGED
Shares2,421 from 2,421
Change0 (0%)
Value$925.0K (+$39.2K)
Filed 2026-10-06
Lantz Financial LLC
DECREASED
Shares2,377 from 2,730
Change-353 (-13%)
Value$908.2K (-$90.6K)
Filed 2026-10-15
Howard Capital Management Group, LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$905.5K (+$38.4K)
Filed 2026-10-16
Matthew Goff Investment Advisor, LLC
NEW
Shares2,369
Change+2,369
Value$905.1K
Filed 2026-10-13
Lanark Financial, Inc.
UNCHANGED
Shares2,357 from 2,357
Change0 (0%)
Value$900.6K (+$38.2K)
Filed 2026-10-26
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares2,343 from 2,343
Change0 (0%)
Value$895.2K (+$38.0K)
Filed 2026-10-30
Polaris Investment Advisors, LLC
DECREASED
Shares2,333 from 3,785
Change-1,452 (-38%)
Value$891.4K (-$493.4K)
Filed 2026-10-20
Trademark Financial Management, LLC
INCREASED
Shares2,311 from 2,251
Change+60 (+3%)
Value$883.0K (+$59.4K)
Filed 2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED
Shares2,306 from 2,301
Change+5 (+0%)
Value$881.0K (+$39.1K)
Filed 2026-10-29
Salomon & Ludwin, LLC
UNCHANGED
Shares2,258 from 2,258
Change0 (0%)
Value$862.7K (+$36.6K)
Filed 2026-10-29
Flagship Private Wealth, LLC
INCREASED
Shares2,214 from 2,211
Change+3 (+0%)
Value$845.8K (+$36.8K)
Filed 2026-11-05
Lavelle Capital LP
INCREASED
Shares2,197 from 2,195
Change+2 (+0%)
Value$839.5K (+$36.4K)
Filed 2026-11-03
Provident Wealth Management, LLC
DECREASED
Shares2,168 from 2,759
Change-591 (-21%)
Value$828.3K (-$181.1K)
Filed 2026-10-20
Trifecta Capital Advisors, LLC
DECREASED
Shares2,165 from 2,230
Change-65 (-3%)
Value$827.2K (+$11.3K)
Filed 2026-10-21
Legacy Wealth Management, LLC / MS
INCREASED
Shares2,159 from 2,157
Change+2 (+0%)
Value$825.1K (+$35.7K)
Filed 2026-10-30
Gimbal Financial
INCREASED
Shares2,121 from 1,943
Change+178 (+9%)
Value$810.6K (+$99.5K)
Filed 2026-10-19
Shrier Wealth Management, LLC
DECREASED
Shares2,097 from 2,157
Change-60 (-3%)
Value$801.3K (+$12.3K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares2,065
Change+2,065
Value$769
Filed 2026-11-03
Chemistry Wealth Management LLC
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$786.3K (+$33.4K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares2,020 from 1,581
Change+439 (+28%)
Value$771.6K (+$193.1K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares2,013 from 2,011
Change+2 (+0%)
Value$769.3K (+$33.6K)
Filed 2026-10-21
Paulson Wealth Management Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$764.2K (+$32.4K)
Filed 2026-11-02
Centurion Wealth Management LLC
DECREASED
Shares1,992 from 9,140
Change-7,148 (-78%)
Value$761.1K (-$2.6M)
Filed 2026-10-13
Capital Square, LLC
INCREASED
Shares1,990 from 1,948
Change+42 (+2%)
Value$760.6K (+$35.2K)
Filed 2026-10-19
Interchange Capital Partners, LLC
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$760.3K (+$32.3K)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED
Shares1,988 from 1,281
Change+707 (+55%)
Value$759.6K (+$290.9K)
Filed 2026-10-23
Ballast Rock Private Wealth LLC
INCREASED
Shares1,980 from 1,890
Change+90 (+5%)
Value$756.7K (+$65.1K)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
INCREASED
Shares1,964 from 1,727
Change+237 (+14%)
Value$750.4K (+$118.4K)
Filed 2026-10-29
Modera Wealth Management, LLC
DECREASED
Shares1,961 from 2,131
Change-170 (-8%)
Value$749.2K (-$30.4K)
Filed 2026-10-28
Aprio Wealth Management, LLC
DECREASED
Shares1,960 from 1,975
Change-15 (-1%)
Value$748.8K (+$26.3K)
Filed 2026-10-28
Retirement Wealth Solutions LLC
DECREASED
Shares1,955 from 2,077
Change-122 (-6%)
Value$747.0K (-$12.9K)
Filed 2026-10-07
Rose Capital Advisors LLC
NEW
Shares1,954
Change+1,954
Value$746.6K
Filed 2026-11-04
Mainstream Capital Management LLC
NEW
Shares1,922
Change+1,922
Value$734.4K
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares1,920 from 1,985
Change-65 (-3%)
Value$733.8K (+$7.6K)
Filed 2026-11-03
Baron Wealth Management LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$733.6K (+$31.1K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares1,913 from 702
Change+1,211 (+173%)
Value$730.9K (+$474.1K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,898 from 1,924
Change-26 (-1%)
Value$725.2K (+$21.3K)
Filed 2026-10-29
Sound Income Strategies, LLC
DECREASED
Shares1,876 from 3,747
Change-1,871 (-50%)
Value$726.2K (-$644.7K)
Filed 2026-10-09
DKM Wealth Management, Inc.
INCREASED
Shares1,863 from 1,827
Change+36 (+2%)
Value$711.9K (+$43.4K)
Filed 2026-10-09
BLB&B Advisors, LLC
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$707.6K (+$30.0K)
Filed 2026-10-27
SmartHarvest Portfolios, LLC
UNCHANGED
Shares1,833 from 1,833
Change0 (0%)
Value$700.4K (+$29.7K)
Filed 2026-10-26
Glenview Trust Co
UNCHANGED
Shares1,831 from 1,831
Change0 (0%)
Value$699.6K (+$29.7K)
Filed 2026-10-28
Evolution Wealth Advisors, LLC
UNCHANGED
Shares1,824 from 1,824
Change0 (0%)
Value$696.9K (+$29.6K)
Filed 2026-11-03
AdvisorNet Financial, Inc
DECREASED
Shares1,795 from 1,853
Change-58 (-3%)
Value$690.4K (+$12.4K)
Filed 2026-10-15
USA Financial Formulas
NEW
Shares1,792
Change+1,792
Value$684.7K
Filed 2026-10-16
Ehrlich Financial Group
DECREASED
Shares1,788 from 2,076
Change-288 (-14%)
Value$683.2K (-$76.4K)
Filed 2026-10-20
Skyline Advisors, Inc.
DECREASED
Shares1,786 from 15,394
Change-13,608 (-88%)
Value$682.4K (-$448.8K)
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$678.2K (+$28.8K)
Filed 2026-11-02
Americana Partners, LLC
UNCHANGED
Shares1,771 from 1,771
Change0 (0%)
Value$676.7K (+$28.7K)
Filed 2026-10-28
Northland Securities, Inc.
INCREASED
Shares1,766 from 1,761
Change+5 (+0%)
Value$674.8K (+$30.5K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares1,752 from 1,865
Change-113 (-6%)
Value$669.4K (-$13.0K)
Filed 2026-10-16
Sageworth Trust Co
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$667.9K (+$28.3K)
Filed 2026-10-30
Michels Family Financial, LLC
INCREASED
Shares1,732 from 1,325
Change+407 (+31%)
Value$661.8K (+$177.2K)
Filed 2026-11-02
Accredited Investors Inc.
DECREASED
Shares1,723 from 2,814
Change-1,091 (-39%)
Value$658.3K (-$371.2K)
Filed 2026-11-03
CX Institutional
DECREASED
Shares1,712 from 2,027
Change-315 (-16%)
Value$654 (-$88)
Filed 2026-10-02
Aspen Investment Management Inc
UNCHANGED
Shares1,712 from 1,712
Change0 (0%)
Value$654.0K (+$653.4K)
Filed 2026-11-05
SkyOak Wealth, LLC
DECREASED
Shares1,708 from 1,734
Change-26 (-1%)
Value$652.7K (+$18.3K)
Filed 2026-10-28
Mitchell Sinkler & Starr
UNCHANGED
Shares1,698 from 1,698
Change0 (0%)
Value$648.8K (+$27.5K)
Filed 2026-10-13
Willis Investment Counsel
INCREASED
Shares1,689 from 1,627
Change+62 (+4%)
Value$645.3K (+$50.1K)
Filed 2026-10-20
Venture Visionary Partners LLC
UNCHANGED
Shares1,687 from 1,687
Change0 (0%)
Value$644.6K (+$27.3K)
Filed 2026-10-07
Compound Planning, Inc.
DECREASED
Shares1,671 from 1,963
Change-292 (-15%)
Value$638.6K (-$79.8K)
Filed 2026-11-05
Weaver Consulting Group
DECREASED
Shares1,669 from 1,699
Change-30 (-2%)
Value$637.7K (+$16.1K)
Filed 2026-10-07
HUB Investment Partners, LLC
UNCHANGED
Shares1,647 from 1,647
Change0 (0%)
Value$629.3K (+$26.7K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$628.5K (+$26.7K)
Filed 2026-11-04
United Asset Strategies, Inc.
UNCHANGED
Shares1,643 from 1,643
Change0 (0%)
Value$627.8K (+$26.6K)
Filed 2026-10-28
High Probability Advisors, LLC
UNCHANGED
Shares1,610 from 1,610
Change0 (0%)
Value$615.1K (+$26.1K)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares1,596 from 2,707
Change-1,111 (-41%)
Value$609.8K (-$380.6K)
Filed 2026-10-15
Quantify Chaos Advisors, LLC
DECREASED
Shares1,585 from 1,659
Change-74 (-4%)
Value$605.6K (-$1.4K)
Filed 2026-11-04
RCS Financial Planning, LLC
DECREASED
Shares1,584 from 1,709
Change-125 (-7%)
Value$605.3K (-$20.1K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
DECREASED
Shares1,580 from 1,594
Change-14 (-1%)
Value$603.9K (+$20.7K)
Filed 2026-10-29
OFS Enterprise LLC
UNCHANGED
Shares1,572 from 1,572
Change0 (0%)
Value$600.6K (+$25.5K)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares1,544 from 1,135
Change+409 (+36%)
Value$589.9K (+$174.6K)
Filed 2026-10-13
Old Port Advisors
DECREASED
Shares1,527 from 1,530
Change-3 (0%)
Value$583.4K (+$23.7K)
Filed 2026-10-23
Avantra Family Wealth, Inc.
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$582.5K (+$24.6K)
Filed 2026-10-20
Shepherd Financial Partners LLC
DECREASED
Shares1,521 from 2,216
Change-695 (-31%)
Value$581.2K (-$229.5K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,517 from 1,723
Change-206 (-12%)
Value$579.5K (-$50.8K)
Filed 2026-11-04
BostonPremier Wealth LLC
INCREASED
Shares1,517 from 1,413
Change+104 (+7%)
Value$579.6K (+$62.7K)
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares1,500 from 1,549
Change-49 (-3%)
Value$573.1K (+$6.4K)
Filed 2026-10-15
LongView Wealth Management
DECREASED
Shares1,492 from 1,498
Change-6 (0%)
Value$569.9K (+$21.7K)
Filed 2026-10-19
Abacus Wealth Partners, LLC
UNCHANGED
Shares1,472 from 1,472
Change0 (0%)
Value$562.4K (+$23.9K)
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares1,449 from 1,438
Change+11 (+1%)
Value$553.5K (+$27.5K)
Filed 2026-10-22
Portland Financial Advisors Inc
DECREASED
Shares1,434 from 1,496
Change-62 (-4%)
Value$547.9K (+$561)
Filed 2026-10-26
ASL Financial, LLC
UNCHANGED
Shares1,419 from 1,419
Change0 (0%)
Value$542.2K (+$23.0K)
Filed 2026-10-15
Waldron Private Wealth LLC
UNCHANGED
Shares1,394 from 1,394
Change0 (0%)
Value$532.6K (+$22.6K)
Filed 2026-11-02
Clark Asset Management, LLC
DECREASED
Shares1,360 from 3,405
Change-2,045 (-60%)
Value$519.6K (-$726.2K)
Filed 2026-10-19
Waterway Wealth Management, LLC
UNCHANGED
Shares1,336 from 1,336
Change0 (0%)
Value$510.5K (+$21.7K)
Filed 2026-10-28
ADE, LLC
INCREASED
Shares1,321 from 1,320
Change+1 (+0%)
Value$504.6K (+$21.6K)
Filed 2026-10-29
Bricktown Capital, LLC
UNCHANGED
Shares1,294 from 1,294
Change0 (0%)
Value$494.4K (+$21.0K)
Filed 2026-10-13
Focused Wealth Management, Inc
INCREASED
Shares1,290 from 1,289
Change+1 (+0%)
Value$492.8K (+$21.2K)
Filed 2026-10-30
Capital Wealth Alliance, LLC
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$490.6K (+$20.8K)
Filed 2026-10-20
Tompkins Financial Corp
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$480.7K (+$20.4K)
Filed 2026-10-05
Balance Wealth Partners LLC
DECREASED
Shares1,256 from 1,269
Change-13 (-1%)
Value$479.8K (+$15.5K)
Filed 2026-10-27
Lakeshore Financial Planning, Inc.
NEW
Shares1,240
Change+1,240
Value$473.8K
Filed 2026-10-13
Frank, Rimerman Advisors LLC
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$468.4K (+$19.9K)
Filed 2026-10-16
Romano Brothers and Company
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$464.2K (+$19.7K)
Filed 2026-10-22
Gilbert Capital Group, Inc.
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$463.8K (+$19.7K)
Filed 2026-10-28
Highland Capital Management, LLC
UNCHANGED
Shares1,212 from 1,212
Change0 (0%)
Value$463.1K (+$19.6K)
Filed 2026-10-26
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$462.7K (+$19.6K)
Filed 2026-10-27
New England Private Wealth Advisors LLC
INCREASED
Shares1,204 from 1,203
Change+1 (+0%)
Value$460.0K (+$23.1K)
Filed 2026-10-19
Maia Wealth LLC
DECREASED
Shares1,192 from 1,320
Change-128 (-10%)
Value$455.3K (-$27.5K)
Filed 2026-10-19
Greenleaf Trust
INCREASED
Shares1,187 from 1,173
Change+14 (+1%)
Value$453.5K (+$24.4K)
Filed 2026-10-29
CLG LLC
INCREASED
Shares1,186 from 964
Change+222 (+23%)
Value$453.0K (+$100.4K)
Filed 2026-10-13
Simon Quick Advisors, LLC
DECREASED
Shares1,184 from 1,278
Change-94 (-7%)
Value$452.5K (-$15.0K)
Filed 2026-10-26
Milestone Asset Management Group, LLC
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$451.8K (+$19.2K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,181 from 1,180
Change+1 (+0%)
Value$451.3K (+$19.6K)
Filed 2026-10-08
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,175 from 1,173
Change+2 (+0%)
Value$449.0K (+$19.9K)
Filed 2026-11-02
Midwest Trust Co
DECREASED
Shares1,171 from 1,181
Change-10 (-1%)
Value$447.4K (+$15.3K)
Filed 2026-10-22
High Note Wealth, LLC
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$445.5K (+$18.9K)
Filed 2026-10-27
Stegner Investment Associates Inc.
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$443.6K (+$18.8K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares1,156 from 1,155
Change+1 (+0%)
Value$441.7K (+$18.9K)
Filed 2026-10-21
Asset One Wealth Management LLC
INCREASED
Shares1,150 from 1,011
Change+139 (+14%)
Value$439.4K (+$61.4K)
Filed 2026-11-02
PUREfi Wealth, LLC
DECREASED
Shares1,145 from 1,177
Change-32 (-3%)
Value$437.5K (+$6.9K)
Filed 2026-10-19
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares1,128 from 2,177
Change-1,049 (-48%)
Value$431.0K (-$365.5K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
DECREASED
Shares1,124 from 1,125
Change-1 (0%)
Value$429.5K (+$17.9K)
Filed 2026-10-08
Nations Financial Group Inc,
DECREASED
Shares1,121 from 1,302
Change-181 (-14%)
Value$428.3K (-$48.4K)
Filed 2026-11-05
Arthur M. Cohen & Associates, LLC
INCREASED
Shares1,112 from 1,111
Change+1 (+0%)
Value$424.9K (+$18.5K)
Filed 2026-10-26
Westco Advisory Services Inc
INCREASED
Shares1,109 from 1,048
Change+61 (+6%)
Value$423.7K (+$40.3K)
Filed 2026-10-14
BOS Asset Management, LLC
UNCHANGED
Shares1,107 from 1,107
Change0 (0%)
Value$423.0K (+$17.9K)
Filed 2026-10-09
Trust Co of Vermont
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$421.1K (+$17.9K)
Filed 2026-10-21
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$418.8K (+$17.8K)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$414.2K (+$17.6K)
Filed 2026-10-15
StoneX Group Inc.
NEW
Shares1,082
Change+1,082
Value$403.2K
Filed 2026-11-03
Schaeffer Financial LLC
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$411.9K (+$17.5K)
Filed 2026-10-23
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$407.3K (+$17.3K)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$400.3K (+$17.0K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
DECREASED
Shares1,038 from 1,143
Change-105 (-9%)
Value$396.8K (-$21.3K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
DECREASED
Shares1,038 from 1,043
Change-5 (0%)
Value$396.6K (+$15.0K)
Filed 2026-10-19
First Horizon Corp
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$396.6K (+$16.8K)
Filed 2026-10-26
Tenet Wealth Partners, LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$391.6K (+$19.3K)
Filed 2026-10-19
Haven Private, LLC
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$391.2K (+$16.6K)
Filed 2026-10-27
Bison Wealth, LLC
INCREASED
Shares1,015 from 970
Change+45 (+5%)
Value$394.8K (+$36.3K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares1,015 from 1,024
Change-9 (-1%)
Value$387.8K (+$13.2K)
Filed 2026-11-04
Cambridge Financial Group, LLC
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$370.4K ($0)
Filed 2026-10-06
Dorato Capital Management
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$394.1K (+$17.3K)
Filed 2026-10-08
Ascent Wealth Partners, LLC
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$384.4K (+$16.3K)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$382.1K (+$16.2K)
Filed 2026-11-02
GreatBanc Trust Co
INCREASED
Shares999 from 893
Change+106 (+12%)
Value$381.7K (+$55.0K)
Filed 2026-11-04
Lyell Wealth Management, LP
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$380.5K (+$16.1K)
Filed 2026-10-30
Integrity Alliance, Llc.
DECREASED
Shares993 from 1,604
Change-611 (-38%)
Value$379.5K (-$207.4K)
Filed 2026-10-29
Aaron Wealth Advisors LLC
DECREASED
Shares974 from 981
Change-7 (-1%)
Value$372.1K (+$13.2K)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares968 from 954
Change+14 (+1%)
Value$369.9K (+$20.8K)
Filed 2026-10-22
Serenity Investment Advisors
INCREASED
Shares953 from 951
Change+2 (+0%)
Value$364.1K (+$5.9K)
Filed 2026-10-30
DecisionMap Wealth Management, LLC
DECREASED
Shares943 from 944
Change-1 (0%)
Value$360.3K (+$14.9K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$360.3K (+$15.3K)
Filed 2026-10-27
Traynor Capital Management, Inc.
INCREASED
Shares937 from 912
Change+25 (+3%)
Value$357.9K (+$24.4K)
Filed 2026-10-29
Soltis Investment Advisors LLC
INCREASED
Shares925 from 913
Change+12 (+1%)
Value$353.5K (+$19.4K)
Filed 2026-10-28
First Citizens Financial Corp
DECREASED
Shares920 from 941
Change-21 (-2%)
Value$351.5K (+$7.2K)
Filed 2026-10-02
Capital Squared Financial LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$350.1K (+$14.9K)
Filed 2026-10-30
First Merchants Corp
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$349.6K (+$14.8K)
Filed 2026-10-15
Wealth Architects, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$343.9K (+$14.6K)
Filed 2026-11-03
Garde Capital, Inc.
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$342.3K (+$14.5K)
Filed 2026-10-29
Hourglass Capital, LLC
DECREASED
Shares890 from 1,042
Change-152 (-15%)
Value$340.1K (-$41.1K)
Filed 2026-10-26
JB Capital LLC
DECREASED
Shares889 from 928
Change-39 (-4%)
Value$339.5K (-$115)
Filed 2026-10-19
Global Wealth Management, LLC
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$338.9K (+$14.4K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares884 from 883
Change+1 (+0%)
Value$337.6K (+$14.5K)
Filed 2026-11-03
Arjuna Capital
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$336.2K (+$14.3K)
Filed 2026-11-03
1900 Wealth Management LLC
INCREASED
Shares877 from 875
Change+2 (+0%)
Value$335.1K (+$14.9K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares875 from 855
Change+20 (+2%)
Value$334.4K (+$21.4K)
Filed 2026-11-04
Stackstone Wealth, LLC
NEW
Shares871
Change+871
Value$332.8K
Filed 2026-10-19
MCF Advisors LLC
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$330.1K (+$14.0K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$327.1K (+$13.9K)
Filed 2026-10-27
Oliver Luxxe Assets LLC
DECREASED
Shares850 from 910
Change-60 (-7%)
Value$324.6K (-$8.2K)
Filed 2026-10-14
Essex Bank
DECREASED
Shares848 from 866
Change-18 (-2%)
Value$324.0K (+$7.2K)
Filed 2026-10-16
Consolidated Capital Management, LLC
DECREASED
Shares848 from 857
Change-9 (-1%)
Value$324.0K (+$10.5K)
Filed 2026-10-13
Enzi Wealth
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$324.1K (+$15.0K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares828 from 824
Change+4 (+0%)
Value$316.4K (+$14.9K)
Filed 2026-10-22
R2 Capital Strategies, LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$316.5K (+$13.8K)
Filed 2026-10-15
Braun-Bostich & Associates Inc.
DECREASED
Shares810 from 1,004
Change-194 (-19%)
Value$309.5K (-$57.8K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
DECREASED
Shares798 from 888
Change-90 (-10%)
Value$304.9K (-$19.8K)
Filed 2026-11-03
WBH Advisory Inc
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$303.4K (+$12.9K)
Filed 2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$302.6K (+$12.9K)
Filed 2026-10-23
McGuire Investment Group, LLC
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$301.5K (+$12.8K)
Filed 2026-10-23
Smith Chas P & Associates PA Cpas
DECREASED
Shares780 from 980
Change-200 (-20%)
Value$296.5K (-$62.0K)
Filed 2026-10-22
Pictet North America Advisors SA
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$292.3K (+$12.4K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares761 from 781
Change-20 (-3%)
Value$290.7K (+$4.7K)
Filed 2026-10-30
Alterna Wealth Management, Inc
DECREASED
Shares756 from 757
Change-1 (0%)
Value$288.8K (+$11.9K)
Filed 2026-10-27
Welch Group, LLC
DECREASED
Shares754 from 920
Change-166 (-18%)
Value$288.1K (-$48.5K)
Filed 2026-10-29
Junk Investment Group, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$286.6K (+$12.2K)
Filed 2026-10-19
TCP Asset Management, LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$284.8K (+$14.0K)
Filed 2026-10-14
Duncker Streett & Co Inc
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$282.0K (+$12.0K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$280.4K (+$11.9K)
Filed 2026-10-21
Mascagni Wealth Management, Inc.
DECREASED
Shares733 from 770
Change-37 (-5%)
Value$280.2K (-$1.6K)
Filed 2026-10-23
Florida Trust Wealth Management Co
INCREASED
Shares728 from 663
Change+65 (+10%)
Value$278.2K (+$35.6K)
Filed 2026-11-05
Shaker Investments LLC
DECREASED
Shares728 from 761
Change-33 (-4%)
Value$278.0K (-$543)
Filed 2026-11-05
Abound Wealth Management
DECREASED
Shares722 from 813
Change-91 (-11%)
Value$275.9K (-$21.7K)
Filed 2026-10-26
Chicago Capital, LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$275.9K (+$11.7K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$275.5K (+$11.7K)
Filed 2026-10-23
KPP Advisory Services LLC
DECREASED
Shares715 from 886
Change-171 (-19%)
Value$273.2K (-$51.0K)
Filed 2026-10-26
DDD Partners, LLC
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$272.8K (+$11.6K)
Filed 2026-11-02
Southern Michigan Bank & Trust
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$270.1K (+$11.5K)
Filed 2026-10-19
Thomas Story & SON LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$267.5K (+$11.3K)
Filed 2026-10-13
TritonPoint Partners, LLC
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$265.9K (+$11.3K)
Filed 2026-11-05
Arlington Trust Co LLC
DECREASED
Shares695 from 750
Change-55 (-7%)
Value$265.5K (-$8.9K)
Filed 2026-10-20
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares695 from 688
Change+7 (+1%)
Value$265.7K (+$14.0K)
Filed 2026-10-29
Carlson Financial, Inc.
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$265.7K (+$11.3K)
Filed 2026-11-05
Cypress Capital Group
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$265.5K (+$11.3K)
Filed 2026-11-03
Dudley Capital Management, LLC
DECREASED
Shares694 from 1,685
Change-991 (-59%)
Value$265.2K (-$351.3K)
Filed 2026-10-23
Grant Street Asset Management, Inc.
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$264.3K (+$11.2K)
Filed 2026-10-26
Facet Wealth, Inc.
NEW
Shares691
Change+691
Value$264.0K
Filed 2026-11-04
Fiduciary Alliance LLC
INCREASED
Shares689 from 685
Change+4 (+1%)
Value$263.3K (+$12.6K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED
Shares688 from 687
Change+1 (+0%)
Value$263.0K (+$11.7K)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares687 from 779
Change-92 (-12%)
Value$262.5K (-$22.5K)
Filed 2026-10-16
Elevated Financial Group LLC
DECREASED
Shares683 from 920
Change-237 (-26%)
Value$261.1K (-$75.6K)
Filed 2026-10-16
Buckhead Capital Management LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$259.8K (+$11.0K)
Filed 2026-11-03
Pacific Sage Partners, LLC
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$259.4K (+$11.0K)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$258.3K (+$11.0K)
Filed 2026-10-15
Kelly Financial Group LLC
DECREASED
Shares670 from 673
Change-3 (0%)
Value$255.8K (+$9.4K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares669 from 667
Change+2 (+0%)
Value$255.6K (+$11.6K)
Filed 2026-11-04
Core Wealth Advisors, LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$255.6K (+$10.8K)
Filed 2026-11-05
Capital Advantage, Inc.
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$254.8K (+$10.8K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares660 from 21
Change+639 (+3043%)
Value$252.2K (+$244.5K)
Filed 2026-11-05
Cassilly Financial Group LLC
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$247.6K (+$10.5K)
Filed 2026-10-07
Sterling Investment Counsel, LLC
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$246.1K (+$10.4K)
Filed 2026-10-19
SevenBridge Financial Group, LLC
DECREASED
Shares642 from 667
Change-25 (-4%)
Value$245.9K (-$9.6K)
Filed 2026-10-26
Lineweaver Wealth Advisors, LLC
DECREASED
Shares642 from 644
Change-2 (0%)
Value$245.2K (+$9.6K)
Filed 2026-10-13
Madson Wealth Advisors Inc
DECREASED
Shares641 from 1,279
Change-638 (-50%)
Value$244.9K (-$223.1K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares631 from 678
Change-47 (-7%)
Value$241.2K (-$7.0K)
Filed 2026-10-14
Echo45 Advisors LLC
NEW
Shares630
Change+630
Value$240.7K
Filed 2026-10-07
MV Capital Management, Inc.
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$239.6K (+$10.2K)
Filed 2026-10-29
Canopy Partners, LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$236.9K (+$10.1K)
Filed 2026-10-28
A4 Wealth Advisors LLC
INCREASED
Shares615 from 606
Change+9 (+1%)
Value$235.0K (+$13.3K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$229.2K (+$9.7K)
Filed 2026-10-22
Sage Investment Advisers LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$229.2K (+$9.7K)
Filed 2026-10-21
Rockingstone Advisors LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$229.2K (+$9.7K)
Filed 2026-10-16
Atala Financial Inc
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$225.8K (+$9.6K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares590 from 542
Change+48 (+9%)
Value$225.4K (+$27.1K)
Filed 2026-10-20
Clear Wave Wealth Management LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$225.4K (+$9.6K)
Filed 2026-11-04
Vertrix Wealth Management, LLC
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$223.9K (+$9.5K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares585 from 189
Change+396 (+210%)
Value$223.7K (+$154.5K)
Filed 2026-11-05
West Paces Advisors Inc.
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$223.5K (+$9.5K)
Filed 2026-10-13
Woodward Financial Advisors, Inc.
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$219.7K (+$9.3K)
Filed 2026-10-19
Dutch Asset Corp
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$219.7K (+$9.3K)
Filed 2026-10-20
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$219.0K (+$10.0K)
Filed 2026-11-04
Omni 360 Wealth, Inc.
DECREASED
Shares570 from 572
Change-2 (0%)
Value$217.8K (+$8.5K)
Filed 2026-10-13
Gryphon Financial Partners LLC
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$214.7K (+$9.1K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares560 from 4,240
Change-3,680 (-87%)
Value$214.0K (-$1.3M)
Filed 2026-10-21
Cortland Associates Inc
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$212.0K (+$9.0K)
Filed 2026-10-29
Gratus Wealth Advisors, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$210.1K (+$8.9K)
Filed 2026-10-26
Goelzer Investment Management, Inc.
DECREASED
Shares546 from 555
Change-9 (-2%)
Value$208.6K (+$5.6K)
Filed 2026-10-16
D'Orazio & Associates, Inc.
NEW
Shares542
Change+542
Value$207.1K
Filed 2026-11-04
Waller Financial Planning Group, Inc
NEW
Shares540
Change+540
Value$206.3K
Filed 2026-10-07
BAM Wealth Management, LLC
NEW
Shares531
Change+531
Value$202.9K
Filed 2026-10-15
Rockport Wealth LLC
NEW
Shares526
Change+526
Value$201.0K
Filed 2026-11-03
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$198.1K (+$7.1K)
Filed 2026-10-29
Reap Financial Group, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$191.8K (+$8.2K)
Filed 2026-11-02
First Financial Corp
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$186.5K (+$7.9K)
Filed 2026-10-13
United Community Bank
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$181.5K (+$7.7K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares469 from 624
Change-155 (-25%)
Value$179.2K (-$49.1K)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$173.0K (+$7.3K)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$162.0K (+$6.9K)
Filed 2026-10-21
Mosley Wealth Management
DECREASED
Shares411 from 470
Change-59 (-13%)
Value$158.1K (-$13.7K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares392 from 1,074
Change-682 (-63%)
Value$149.8K (-$243.1K)
Filed 2026-11-04
Cullen T Bankers, Inc.
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$149.7K (+$6.5K)
Filed 2026-10-28
Financial Consulate, Inc
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$149.8K (+$6.4K)
Filed 2026-10-23
Acropolis Investment Management, LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$147.9K (+$6.3K)
Filed 2026-10-08
Balentine LLC
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$146.0K (+$6.2K)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares359
Change+359
Value$137.3K
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares346
Change+346
Value$132.2K
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$124.3K (+$5.4K)
Filed 2026-10-27
West Branch Capital LLC
INCREASED
Shares323 from 322
Change+1 (+0%)
Value$123.4K (+$5.4K)
Filed 2026-10-20
Old Second National Bank of Aurora
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$122.6K (+$5.2K)
Filed 2026-10-22
Global Trust Asset Management, LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$119.2K (+$5.1K)
Filed 2026-10-19
Asset Planning,Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$114.6K (+$4.9K)
Filed 2026-10-26
Byrne Asset Management LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$107.2K (+$4.4K)
Filed 2026-10-06
Jnba Financial Advisors
NEW
Shares276
Change+276
Value$105.5K
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$96.7K (+$4.1K)
Filed 2026-11-05
Phillip James Consulting Co.
NEW
Shares251
Change+251
Value$95.9K
Filed 2026-11-03
Acumen Wealth Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$95.5K (+$4.1K)
Filed 2026-11-05
True Wealth Design, LLC
DECREASED
Shares246 from 250
Change-4 (-2%)
Value$94.0K (+$2.5K)
Filed 2026-10-13
Barrett & Company, Inc.
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$92.6K (+$4.1K)
Filed 2026-10-22
Register Financial Advisors LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$92.1K (+$3.9K)
Filed 2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares240
Change+240
Value$91.7K
Filed 2026-10-14
Gamma Investing LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$87.1K (+$3.7K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
NEW
Shares218
Change+218
Value$83.3K
Filed 2026-10-07
Signature Equity Partners, LLC
INCREASED
Shares218 from 41
Change+177 (+432%)
Value$83.2K (+$68.1K)
Filed 2026-10-29
Godsey & Gibb, Inc
DECREASED
Shares217 from 242
Change-25 (-10%)
Value$82.9K (-$5.6K)
Filed 2026-10-14
Coastline Trust Co
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$81.4K (+$3.5K)
Filed 2026-10-01
Harbor Investment Advisory, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$80.6K (+$3.4K)
Filed 2026-10-13
Rydar Equities, Inc.
NEW
Shares206
Change+206
Value$80.3K
Filed 2026-10-13
American National Bank & Trust
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$77.2K (+$3.3K)
Filed 2026-10-07
Midwest Capital Advisors, LLC
DECREASED
Shares199 from 222
Change-23 (-10%)
Value$75.9K (-$5.2K)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares183
Change+183
Value$69.9K
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$68.4K (+$2.9K)
Filed 2026-11-05
Clark Wealth Partners
DECREASED
Shares178 from 181
Change-3 (-2%)
Value$68.0K (+$1.8K)
Filed 2026-10-19
Latitude Advisors, LLC
NEW
Shares162
Change+162
Value$61.9K
Filed 2026-10-27
Advocate Investing Services LLC
INCREASED
Shares159 from 151
Change+8 (+5%)
Value$60.7K (+$5.5K)
Filed 2026-10-26
Sfam, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$59.2K (+$2.5K)
Filed 2026-11-03
Hilltop National Bank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$57.3K (+$2.4K)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$53.9K (+$2.3K)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
NEW
Shares125
Change+125
Value$47.8K
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$45.9K (+$1.9K)
Filed 2026-10-05
3 Factor Indexing, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$45.1K (+$1.9K)
Filed 2026-10-15
Bokf, NA
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$42.0K (+$1.8K)
Filed 2026-10-27
Trust Co
DECREASED
Shares106 from 121
Change-15 (-12%)
Value$40.5K (-$3.8K)
Filed 2026-10-09
Sage Mountain Advisors LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$40.5K (+$1.7K)
Filed 2026-11-02
Markowski Investments
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$39.7K (+$1.7K)
Filed 2026-10-30
Lodestone Wealth Management LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$37.8K (+$1.6K)
Filed 2026-10-14
Realta Investment Advisors
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$36.3K (+$1.5K)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares94
Change+94
Value$35.9K
Filed 2026-10-09
Angeles Wealth Management, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$35.9K (+$1.5K)
Filed 2026-10-26
Toth Financial Advisory Corp
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$35.9K (+$1.6K)
Filed 2026-10-08
TFC Financial Management, Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$34.4K (+$1.5K)
Filed 2026-10-26
Phillips Financial Management, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$34.4K (+$1.5K)
Filed 2026-10-19
Team Financial Group, LLC
NEW
Shares85
Change+85
Value$32.5K
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$31.2K (+$1.5K)
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$29.4K (+$1.2K)
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$29.0K (+$1.2K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$29.0K (+$1.2K)
Filed 2026-10-16
Trust Co of Toledo NA
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$27.9K (+$1.2K)
Filed 2026-10-16
Cdkv Holdings LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$25.6K (+$1.1K)
Filed 2026-10-28
Caldwell Trust Co
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$24.5K (+$1.0K)
Filed 2026-10-30
Birchwood Financial Partners, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$24.2K (+$1.1K)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$22.9K (+$972)
Filed 2026-10-13
Nemes Rush Group LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$22.9K (+$973)
Filed 2026-11-04
United Financial Planning Group LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$21.4K (+$907)
Filed 2026-11-04
Essential Partners LLC
NEW
Shares54
Change+54
Value$20.6K
Filed 2026-10-14
Goodman Advisory Group, LLC
NEW
Shares54
Change+54
Value$20.6K
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares53
Change+53
Value$20.3K
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$19.5K (+$827)
Filed 2026-10-02
Owl Creek Wealth Partners LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$18.0K (+$762)
Filed 2026-10-20
Breakwater Investment Management
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$17.2K (+$729)
Filed 2026-10-20
Kelleher Financial Advisors
DECREASED
Shares43 from 86
Change-43 (-50%)
Value$16.4K (-$15.0K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares43 from 44
Change-1 (-2%)
Value$16.3K (+$324)
Filed 2026-10-27
Noble Wealth Management PBC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$16.0K (+$680)
Filed 2026-10-01
Central Pacific Bank - Trust Division
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$14.9K (+$632)
Filed 2026-10-06
Physician Wealth Advisors, Inc.
DECREASED
Shares38 from 54
Change-16 (-30%)
Value$14.6K (-$5.2K)
Filed 2026-10-20
Transce3nd, LLC
NEW
Shares36
Change+36
Value$13.9K
Filed 2026-10-26
NorthAvenue LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$13.5K (+$573)
Filed 2026-10-29
Fairway Wealth LLC
NEW
Shares34
Change+34
Value$13.0K
Filed 2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$12.6K (+$535)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$12.6K (+$535)
Filed 2026-10-21
Avion Wealth
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$11 ($0)
Filed 2026-11-04
Creative Capital Management Investments LLC
NEW
Shares30
Change+30
Value$11.5K
Filed 2026-10-28
Holos Integrated Wealth LLC
NEW
Shares30
Change+30
Value$11.5K
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$11.1K (+$494)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$11.0K (+$484)
Filed 2026-11-02
GoalVest Advisory LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$10.7K (+$454)
Filed 2026-10-02
DecisionPoint Financial, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$10.3K (+$423)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$8.8K (+$373)
Filed 2026-11-02
Comprehensive Financial Planning, Inc.
DECREASED
Shares22 from 23
Change-1 (-4%)
Value$8.6K (+$382)
Filed 2026-10-27
Montgomery Financial Services LLC
NEW
Shares20
Change+20
Value$7.6K
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares20 from 5
Change+15 (+300%)
Value$7.6K (+$5.8K)
Filed 2026-11-02
Alpine Bank Wealth Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$7.6K (+$325)
Filed 2026-10-16
IFS Advisors, LLC
NEW
Shares19
Change+19
Value$7.3K
Filed 2026-10-14
Gilpin Wealth Management, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$7.3K (+$308)
Filed 2026-10-09
Nova Financial LLC
NEW
Shares16
Change+16
Value$6.1K
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares12
Change+12
Value$4.6K
Filed 2026-10-30
Livelsberger Financial Advisory
NEW
Shares11
Change+11
Value$4.2K
Filed 2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.2K (+$178)
Filed 2026-10-05
SRH Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.8K (+$162)
Filed 2026-10-22
Raleigh Capital Management Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.5K (+$155)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
NEW
Shares8
Change+8
Value$3
Filed 2026-11-04
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares8
Change+8
Value$3.1K
Filed 2026-10-07
Capital Investment Counsel, Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.5K (+$65)
Filed 2026-10-20
Private Client Services, LLC
CLOSED
Shares0 from 25,258
Change-25,258 (-100%)
Value$0 (-$9.2M)
Filed 2026-10-02
Balefire, LLC
CLOSED
Shares0 from 13,021
Change-13,021 (-100%)
Value$0 (-$331.6K)
Filed 2026-10-09
MBA Advisors LLC
CLOSED
Shares0 from 11,920
Change-11,920 (-100%)
Value$0 (-$270.5K)
Filed 2026-10-29
WT Wealth Management
CLOSED
Shares0 from 6,926
Change-6,926 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-13
Capital City Trust Co
CLOSED
Shares0 from 2,732
Change-2,732 (-100%)
Value$0 (-$999.6K)
Filed 2026-10-22
Graves Light Lenhart Wealth, Inc.
CLOSED
Shares0 from 1,443
Change-1,443 (-100%)
Value$0 (-$528.0K)
Filed 2026-10-09
Integrated Advisors Network LLC
CLOSED
Shares0 from 1,412
Change-1,412 (-100%)
Value$0 (-$516.6K)
Filed 2026-10-20
Integrity Investment Advisors, LLC
CLOSED
Shares0 from 974
Change-974 (-100%)
Value$0 (-$356.5K)
Filed 2026-11-03
Simplicity Wealth,LLC
CLOSED
Shares0 from 967
Change-967 (-100%)
Value$0 (-$353.7K)
Filed 2026-10-23
Indivisible Partners
CLOSED
Shares0 from 769
Change-769 (-100%)
Value$0 (-$281.4K)
Filed 2026-10-26
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$266.0K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$266.1K)
Filed 2026-10-26
Plan Group Financial, LLC
CLOSED
Shares0 from 663
Change-663 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 643
Change-643 (-100%)
Value$0 (-$235.3K)
Filed 2026-11-04
Central Valley Advisors, LLC
CLOSED
Shares0 from 631
Change-631 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-27
Zega Investments, LLC
CLOSED
Shares0 from 619
Change-619 (-100%)
Value$0 (-$226.3K)
Filed 2026-11-04
HighRoad Wealth Advisors, LLC
CLOSED
Shares0 from 607
Change-607 (-100%)
Value$0 (-$222.0K)
Filed 2026-10-14
Islay Capital Management, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-20
Stillwater Wealth Management Group
CLOSED
Shares0 from 565
Change-565 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-21
Town Capital LLC
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$202.0K)
Filed 2026-11-03
Stone House Investment Management, LLC
CLOSED
Shares0 from 464
Change-464 (-100%)
Value$0 (-$169.8K)
Filed 2026-10-23
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$53.1K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$49.4K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$46.0K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$45.7K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$45.0K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$39.1K)
Filed 2026-10-16
Tucker Asset Management LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$34.9K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$34.4K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$30.7K)
Filed 2026-10-23
Tsfg, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$21.0K)
Filed 2026-10-23
Peoples Financial Services Corp.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-20
NBT Bank, N.A.
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-21
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-15
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-15
Gen-Wealth Partners Inc
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-04
Pittenger & Anderson Inc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-02
Arvest Investments, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-21
Main Street Group, LTD
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-28
Bank of America Corp
N/A
Shares— from 6,905,297
Change-6,905,297 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,381,659
Change-2,381,659 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,838,021
Change-1,838,021 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,610,763
Change-1,610,763 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,131,870
Change-1,131,870 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,010,763
Change-1,010,763 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 823,462
Change-823,462 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 796,223
Change-796,223 (-100%)
Value—
UBS Group AG
N/A
Shares— from 660,714
Change-660,714 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 619,212
Change-619,212 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 431,143
Change-431,143 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 429,435
Change-429,435 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 411,508
Change-411,508 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 389,664
Change-389,664 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 317,295
Change-317,295 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 301,503
Change-301,503 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 293,013
Change-293,013 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 266,483
Change-266,483 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 240,621
Change-240,621 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 216,020
Change-216,020 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 188,022
Change-188,022 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 176,845
Change-176,845 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 173,639
Change-173,639 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 170,477
Change-170,477 (-100%)
Value—
FMR LLC
N/A
Shares— from 168,385
Change-168,385 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 165,087
Change-165,087 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 163,230
Change-163,230 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 153,807
Change-153,807 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 149,836
Change-149,836 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 147,078
Change-147,078 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 136,461
Change-136,461 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 126,799
Change-126,799 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 124,548
Change-124,548 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 122,803
Change-122,803 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 117,413
Change-117,413 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 103,797
Change-103,797 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 100,574
Change-100,574 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 95,113
Change-95,113 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 94,075
Change-94,075 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 87,797
Change-87,797 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 78,860
Change-78,860 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 78,274
Change-78,274 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 73,569
Change-73,569 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 70,912
Change-70,912 (-100%)
Value—
&partners
N/A
Shares— from 68,534
Change-68,534 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 67,113
Change-67,113 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 64,788
Change-64,788 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 61,144
Change-61,144 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 51,284
Change-51,284 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 51,150
Change-51,150 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 50,754
Change-50,754 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 50,617
Change-50,617 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 50,035
Change-50,035 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 46,531
Change-46,531 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 45,493
Change-45,493 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 44,676
Change-44,676 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 44,014
Change-44,014 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 43,152
Change-43,152 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 42,881
Change-42,881 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 42,875
Change-42,875 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 42,559
Change-42,559 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 42,205
Change-42,205 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 42,080
Change-42,080 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 41,795
Change-41,795 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 40,223
Change-40,223 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 39,392
Change-39,392 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 36,644
Change-36,644 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 34,278
Change-34,278 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 33,267
Change-33,267 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 33,074
Change-33,074 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 31,648
Change-31,648 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 30,928
Change-30,928 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 30,234
Change-30,234 (-100%)
Value—
Es4, LLC
N/A
Shares— from 30,162
Change-30,162 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 29,400
Change-29,400 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 29,243
Change-29,243 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 29,058
Change-29,058 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 28,998
Change-28,998 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 28,301
Change-28,301 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 27,193
Change-27,193 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 27,139
Change-27,139 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 26,810
Change-26,810 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,284
Change-26,284 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 25,514
Change-25,514 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 25,291
Change-25,291 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 24,656
Change-24,656 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 23,179
Change-23,179 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 22,444
Change-22,444 (-100%)
Value—
Blair William & Co
N/A
Shares— from 21,831
Change-21,831 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 21,517
Change-21,517 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 21,284
Change-21,284 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 20,973
Change-20,973 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 20,321
Change-20,321 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 20,271
Change-20,271 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 20,131
Change-20,131 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,456
Change-19,456 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 19,075
Change-19,075 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 18,995
Change-18,995 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 18,810
Change-18,810 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 17,946
Change-17,946 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 17,637
Change-17,637 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 17,636
Change-17,636 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,538
Change-17,538 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,527
Change-17,527 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 16,903
Change-16,903 (-100%)
Value—
Spectrum Planning & Advisory Services Inc.
N/A
Shares— from 16,049
Change-16,049 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 15,940
Change-15,940 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 15,814
Change-15,814 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 14,865
Change-14,865 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,390
Change-14,390 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,257
Change-14,257 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 13,652
Change-13,652 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 13,469
Change-13,469 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 13,441
Change-13,441 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 12,915
Change-12,915 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 12,550
Change-12,550 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,512
Change-12,512 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 12,363
Change-12,363 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,147
Change-12,147 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 12,114
Change-12,114 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 11,916
Change-11,916 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,629
Change-11,629 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,439
Change-11,439 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 11,348
Change-11,348 (-100%)
Value—
Commerce Bank
N/A
Shares— from 10,842
Change-10,842 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,680
Change-10,680 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 10,615
Change-10,615 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 10,163
Change-10,163 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 10,143
Change-10,143 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,075
Change-10,075 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 9,802
Change-9,802 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 9,510
Change-9,510 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,198
Change-9,198 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 8,915
Change-8,915 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 8,355
Change-8,355 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 8,302
Change-8,302 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 8,135
Change-8,135 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 7,864
Change-7,864 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,724
Change-7,724 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 7,555
Change-7,555 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,543
Change-7,543 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 7,224
Change-7,224 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,148
Change-7,148 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 7,089
Change-7,089 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 6,917
Change-6,917 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,774
Change-6,774 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,581
Change-6,581 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,497
Change-6,497 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 6,267
Change-6,267 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,236
Change-6,236 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 6,169
Change-6,169 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,157
Change-6,157 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,112
Change-6,112 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,906
Change-5,906 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 5,836
Change-5,836 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,790
Change-5,790 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 5,231
Change-5,231 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,119
Change-5,119 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 4,240
Change-4,240 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,213
Change-4,213 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 4,156
Change-4,156 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 3,805
Change-3,805 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 3,629
Change-3,629 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,516
Change-3,516 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
EWA, LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
American Trust
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
EQ LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Sound Portfolio Advisors, LLC
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 999
Change-999 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 991
Change-991 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 979
Change-979 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 975
Change-975 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 950
Change-950 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 936
Change-936 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 926
Change-926 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 826
Change-826 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 815
Change-815 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 780
Change-780 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 769
Change-769 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 747
Change-747 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 730
Change-730 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 720
Change-720 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Barclays PLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 696
Change-696 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 694
Change-694 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 691
Change-691 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 658
Change-658 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 627
Change-627 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 611
Change-611 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 607
Change-607 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 589
Change-589 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 582
Change-582 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 573
Change-573 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 572
Change-572 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 541
Change-541 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 462
Change-462 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 345
Change-345 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 325
Change-325 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 312
Change-312 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 255
Change-255 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Collier Financial
N/A
Shares— from 242
Change-242 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 233
Change-233 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 202
Change-202 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 194
Change-194 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 194
Change-194 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 157
Change-157 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 135
Change-135 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 133
Change-133 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 132
Change-132 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 128
Change-128 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 109
Change-109 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 98
Change-98 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 97
Change-97 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 97
Change-97 (-100%)
Value—
Central Trust Co
N/A
Shares— from 91
Change-91 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
NBH Bank
N/A
Shares— from 77
Change-77 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 65
Change-65 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 48
Change-48 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 33
Change-33 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 33
Change-33 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 25
Change-25 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 22
Change-22 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 9
Change-9 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Fifth Third Bancorp
INCREASED2,607,3102,568,553+38,757+2%$939.8M$996.2M+$56.4M2026-11-05
Quantum Financial Advisors, LLC
INCREASED446,066404,718+41,348+10%$9.7M$10.4M+$725.7K2026-11-03
Alps Advisors Inc
INCREASED192,457153,517+38,940+25%$56.2M$73.5M+$17.4M2026-11-03
Commonwealth Equity Services, LLC
DECREASED169,009188,118-19,109-10%$68.8M$64.6M-$4.3M2026-11-02
Signaturefd, LLC
DECREASED150,567151,179-6120%$55.3M$57.5M+$2.2M2026-10-23
Chesley Taft & Associates LLC
INCREASED139,121871+138,250+15873%$318.5K$3.5M+$3.2M2026-10-13
AGF Management LTD
DECREASED119,260130,370-11,110-9%$47.7M$45.6M-$2.1M2026-11-03
Financial Partners Group, Inc
DECREASED109,630111,256-1,626-1%$40.7M$41.9M+$1.2M2026-10-19
Oakworth Capital, Inc.
DECREASED99,512100,765-1,253-1%$36.9M$38.0M+$1.2M2026-10-26
Financial Enhancement Group LLC
INCREASED83,32182,739+582+1%$30.3M$32.4M+$2.2M2026-10-08
Harbour Trust & Investment Management Co
DECREASED81,07181,530-459-1%$29.8M$31.0M+$1.1M2026-10-28
Marin Bay Wealth Advisors, LLC
DECREASED75,22176,612-1,391-2%$28.0M$28.7M+$710.7K2026-10-28
Demars Financial Group, LLC
INCREASED75,13673,270+1,866+3%$26.8M$28.7M+$1.9M2026-10-22
Old National Bancorp
DECREASED73,04674,354-1,308-2%$27.2M$27.9M+$705.5K2026-10-20
Amplius Wealth Advisors, LLC
DECREASED71,51374,084-2,571-3%$27.1M$27.3M+$218.8K2026-10-20
IFP Advisors, Inc
DECREASED70,83372,781-1,948-3%$26.6M$27.1M+$435.5K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED63,78754,766+9,021+16%$20.0M$24.4M+$4.3M2026-11-02
Patten & Patten Inc
DECREASED61,63862,089-451-1%$22.7M$23.6M+$834.1K2026-10-26
Wealth Group Ltd
INCREASED61,20060,430+770+1%$22.1M$23.6M+$1.4M2026-10-07
MGO One Seven LLC
DECREASED59,99361,758-1,765-3%$22.6M$22.9M+$326.5K2026-10-28
Investors Research Corp
DECREASED57,94757,996-490%$21.2M$22.1M+$921.4K2026-10-07
Truist Financial Corp
INCREASED54,09251,226+2,866+6%$18.7M$20.7M+$1.9M2026-10-30
Creative Planning
INCREASED51,59649,230+2,366+5%$18.0M$19.7M+$1.7M2026-11-02
US Bancorp \de\
INCREASED48,82246,729+2,093+4%$17.1M$18.7M+$1.6M2026-11-05
Kestra Advisory Services, LLC
DECREASED48,41355,425-7,012-13%$20.3M$18.5M-$1.8M2026-11-02
Roof Eidam Maycock Peralta, LLC
DECREASED43,80244,874-1,072-2%$16.4M$16.7M+$318.0K2026-10-15
Keybank National Association
DECREASED43,77343,946-1730%$16.1M$16.7M+$646.3K2026-11-04
Vicus Capital
INCREASED43,01141,820+1,191+3%$15.3M$16.4M+$1.1M2026-11-05
Carnegie Investment Counsel
INCREASED41,86741,778+89+0%$15.3M$16.0M+$711.0K2026-10-20
Detalus Advisors, LLC
DECREASED41,42342,409-986-2%$15.5M$15.8M+$310.6K2026-10-15
Fifth Third Securities, Inc.
DECREASED40,93042,178-1,248-3%$15.4M$15.6M+$206.9K2026-10-21
TSA Wealth Managment LLC
DECREASED40,16241,767-1,605-4%$15.3M$15.3M+$63.8K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED39,29037,980+1,310+3%$13.9M$15.0M+$1.1M2026-11-05
Sagespring Wealth Partners, LLC
DECREASED38,73439,622-888-2%$14.5M$14.8M+$303.2K2026-10-22
Schorn Wealth LLC
DECREASED35,58436,274-690-2%$13.3M$13.6M+$324.2K2026-10-14
Wealth Forward, LLC
DECREASED33,93259,704-25,772-43%$21.8M$13.0M-$8.9M2026-10-14
Park Avenue Securities LLC
DECREASED32,53533,370-835-2%$12.2M$12.4M+$222.0K2026-10-26
Segment Wealth Management, LLC
DECREASED32,35432,373-190%$11.8M$12.4M+$517.5K2026-10-26
Prospera Financial Services Inc
INCREASED31,97831,817+161+1%$11.7M$12.0M+$300.9K2026-11-04
Bank of New York Mellon Corp
DECREASED31,91237,908-5,996-16%$13.9M$12.2M-$1.7M2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED30,31733,608-3,291-10%$12.3M$11.6M-$712.6K2026-10-22
Lockheed Martin Investment Management Co
UNCHANGED30,00030,00000%$11.0M$11.5M+$486.3K2026-11-04
Alternative Investment Advisors, Llc.
INCREASED28,17523,553+4,622+20%$8.6M$10.8M+$2.1M2026-11-03
Farther Finance Advisors, LLC
DECREASED27,83333,886-6,053-18%$12.4M$10.6M-$1.8M2026-10-08
FSA Wealth Partners, Inc.
INCREASED27,72210,774+16,948+157%$3.9M$10.6M+$6.7M2026-10-26
Diversify Advisory Services, LLC
INCREASED27,6915,031+22,660+450%$1.8M$10.7M+$8.8M2026-10-20
Diversify Wealth Management, LLC
INCREASED27,6915,031+22,660+450%$1.8M$10.7M+$8.8M2026-10-20
Atticus Wealth Management, LLC
DECREASED27,59427,944-350-1%$10.2M$10.5M+$319.4K2026-10-20
Legacy Advisors, LLC
INCREASED27,42027,418+2+0%$10.0M$10.5M+$445.1K2026-10-19
Vise Technologies, Inc.
INCREASED26,84023,842+2,998+13%$8.7M$10.3M+$1.5M2026-10-29
Kestra Private Wealth Services, LLC
DECREASED26,10829,596-3,488-12%$10.8M$10.0M-$852.9K2026-10-30
Mezzasalma Advisors, LLC
INCREASED25,47922,779+2,700+12%$3.8M$4.1M+$261.4K2026-10-14
McKinley Carter Wealth Services, Inc.
DECREASED25,27426,180-906-3%$9.6M$9.7M+$78.3K2026-10-16
Capital Advisors, Ltd. LLC
DECREASED24,68025,041-361-1%$9.2K$9.4M+$9.4M2026-10-27
Carret Asset Management, LLC
DECREASED24,55625,216-660-3%$9.2M$9.4M+$156.6K2026-11-04
Thrivent Financial for Lutherans
INCREASED24,46210,967+13,495+123%$4.0M$9.3M+$5.3M2026-11-05
Ascent Group, LLC
DECREASED24,22524,508-283-1%$9.0M$9.3M+$289.1K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED23,42421,512+1,912+9%$7.9M$8.9M+$1.1M2026-10-16
Robertson Stephens Wealth Management, LLC
UNCHANGED23,40923,40900%$8.6M$8.9M+$379.5K2026-10-16
Cypress Wealth Services, LLC
DECREASED23,05723,100-430%$8.5M$9.0M+$525.0K2026-10-21
Yanni & Associates Investment Advisors, LLC
DECREASED22,96923,424-455-2%$8.6M$8.8M+$205.9K2026-10-14
Basso Capital Management, L.P.
DECREASED22,94823,404-456-2%$8.6M$8.8M+$205.2K2026-10-30
D.A. Davidson & Co.
INCREASED22,84822,365+483+2%$8.2M$8.7M+$547.1K2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED22,83121,028+1,803+9%$7.7M$8.7M+$1.0M2026-10-16
Patton Albertson Miller Group, LLC
INCREASED22,26621,889+377+2%$8.0M$8.5M+$498.9K2026-10-26
Cardinal Strategic Wealth Guidance
DECREASED21,93724,409-2,472-10%$8.9M$8.4M-$548.8K2026-11-02
HB Wealth Management, LLC
DECREASED21,93422,784-850-4%$8.3M$8.4M+$44.6K2026-10-23
Meridian Wealth Management, LLC
INCREASED21,53120,084+1,447+7%$7.3M$8.2M+$878.5K2026-11-05
Titleist Asset Management, LLC
INCREASED21,39614,921+6,475+43%$5.5M$8.2M+$2.7M2026-10-08
Manchester Capital Management LLC
DECREASED21,05421,264-210-1%$7.8M$8.0M+$264.5K2026-10-22
Citizens Financial Group Inc
INCREASED20,40017,905+2,495+14%$6.6M$7.8M+$1.2M2026-10-23
W Advisors, LLC
DECREASED19,78720,714-927-4%$7.6M$7.6M-$18.4K2026-11-02
Moneco Advisors, LLC
DECREASED19,17720,109-932-5%$7.4M$7.3M-$30.2K2026-11-05
Client First Capital LLC
DECREASED18,66420,091-1,427-7%$7.4M$7.1M-$219.6K2026-10-22
Security Financial Services, Inc.
DECREASED18,65619,458-802-4%$7.1M$7.1M+$8.9K2026-10-29
Affinity Capital Advisors, LLC
DECREASED18,16321,527-3,364-16%$8.0M$7.1M-$887.4K2026-10-13
NTV Asset Management LLC
DECREASED17,90418,354-450-2%$6.7M$6.8M+$125.6K2026-10-23
Kaydan Wealth Management, Inc.
DECREASED17,89318,965-1,072-6%$6.9M$6.8M-$101.7K2026-10-08
Independence Bank of Kentucky
DECREASED17,60017,669-690%$6.5M$6.7M+$260.1K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED16,95016,065+885+6%$6.0M$6.6M+$578.6K2026-10-13
Verus Capital Partners, LLC
DECREASED16,87817,308-430-2%$6.3M$6.4M+$116.0K2026-11-03
CFS Investment Advisory Services, LLC
DECREASED16,82416,910-86-1%$6.2M$6.5M+$359.5K2026-10-19
Culbertson A N & Co Inc
DECREASED16,66217,210-548-3%$6.3M$6.4M+$69.8K2026-10-21
Forthright Family Wealth Advisory LLC
DECREASED16,59516,685-90-1%$6.1M$6.3M+$235.8K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED16,49615,547+949+6%$5.7M$6.3M+$614.5K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED16,00316,065-620%$5.9M$6.1M+$236.8K2026-11-03
GenWealth Group, Inc.
DECREASED15,93516,539-604-4%$6.1M$6.1M+$37.3K2026-10-16
Sheets Smith Wealth Management
DECREASED15,56315,578-150%$5.7M$5.9M+$246.8K2026-10-16
Asempa Wealth Advisors
DECREASED15,45415,459-50%$5.7M$5.9M+$240.8K2026-10-07
Regions Financial Corp
DECREASED15,20715,661-454-3%$5.7M$5.8M+$80.4K2026-11-05
Claro Advisors Inc.
INCREASED14,95813,217+1,741+13%$4.8M$5.7M+$879.5K2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED14,94715,520-573-4%$5.7M$5.7M+$32.6K2026-11-03
Ridgeline Wealth, LLC
DECREASED13,83014,013-183-1%$5.1M$5.4M+$248.2K2026-10-14
Avid Wealth Partners LLC
DECREASED13,43413,596-162-1%$5.0M$5.1M+$158.5K2026-11-03
Kelly Financial Services LLC
DECREASED13,18414,938-1,754-12%$5.5M$5.0M-$428.0K2026-10-20
One Advisory Partners, LLC
DECREASED12,94813,482-534-4%$4.9M$4.9M+$14.5K2026-10-22
Csenge Advisory Group
INCREASED12,65312,567+86+1%$4.6M$4.8M+$236.6K2026-11-04
Horst & Graben Wealth Management LLC
DECREASED12,41612,435-190%$4.5M$4.7M+$194.3K2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED12,14212,672-530-4%$4.6M$4.6M+$4.0K2026-10-13
Parallel Advisors, LLC
INCREASED12,03610,745+1,291+12%$3.9M$4.6M+$667.3K2026-11-03
Quadrant Private Wealth Management, LLC
NEW11,791—+11,791——$4.5M—2026-11-04
Atria Investments, Inc
INCREASED11,7856,467+5,318+82%$2.4M$4.5M+$2.1M2026-10-15
Sovran Advisors, LLC
DECREASED11,54312,233-690-6%$4.5M$4.4M-$57.7K2026-11-02
Welch & Forbes LLC
DECREASED11,25712,257-1,000-8%$4.5M$4.3M-$183.4K2026-11-04
ShoreHaven Wealth Partners, LLC
INCREASED10,92510,864+61+1%$4.0M$4.2M+$199.4K2026-10-16
Capital Investment Counsel, LLC
DECREASED10,74710,997-250-2%$4.0M$4.1M+$82.7K2026-10-14
Strategic Blueprint, LLC
DECREASED10,60511,712-1,107-9%$4.3M$4.1M-$233.1K2026-10-22
Perryman Financial Advisory Inc
INCREASED10,58810,311+277+3%$3.8M$4.0M+$273.0K2026-10-16
Aviance Capital Partners, LLC
UNCHANGED10,57410,57400%$3.9M$4.0M+$171.4K2026-10-29
71 West Capital Partners
INCREASED10,5499,862+687+7%$3.6M$4.0M+$422.4K2026-11-04
Wedbush Securities Inc
DECREASED9,83311,902-2,069-17%$4.4M$3.8K-$4.4M2026-10-22
St. Louis Trust Co
UNCHANGED9,3809,38000%$1.0M$3.6M+$2.6M2026-11-03
JFS Wealth Advisors, LLC
DECREASED9,3139,340-270%$3.4M$3.6M+$141.2K2026-11-03
RMR Wealth Builders
INCREASED9,2139,202+11+0%$3.4M$3.5M+$153.6K2026-10-22
St. Clair Advisors, LLC
DECREASED8,9409,090-150-2%$3.3M$3.4M+$90.0K2026-10-13
Madrona Financial Services, LLC
NEW8,822—+8,822——$3.4M—2026-10-23
KCM Investment Advisors LLC
DECREASED8,8018,919-118-1%$3.3M$3.4M+$99.5K2026-10-27
Adirondack Capital Advisors, LLC
DECREASED8,7778,817-400%$3.2M$3.4M+$127.6K2026-10-09
Financial Life Advisors
DECREASED8,65110,448-1,797-17%$3.8M$3.3M-$517.2K2026-10-14
Parsons Capital Management Inc
DECREASED8,5288,947-419-5%$3.3M$3.3M-$15.2K2026-10-28
Means Investment Co., Inc.
UNCHANGED8,4478,44700%$3.1M$3.2M+$136.9K2026-11-03
Montag A & Associates Inc
DECREASED8,3428,481-139-2%$3.1M$3.2M+$84.4K2026-10-29
CMH Wealth Management LLC
DECREASED8,2858,335-50-1%$3.0M$3.2M+$116.0K2026-10-22
Perigon Wealth Management, LLC
DECREASED8,1089,314-1,206-13%$3.4M$3.1M-$309.8K2026-10-22
University of Texas S AM Investment Management Co
UNCHANGED7,9037,90300%$2.9M$3.0M+$128.1K2026-11-03
Global Wealth Strategies & Associates
DECREASED7,8718,095-224-3%$3.0M$3.0M+$45.8K2026-10-02
Uptick Partners, LLC
DECREASED7,7567,917-161-2%$2.9M$3.0M+$66.9K2026-11-04
AMG National Trust Bank
DECREASED7,6528,314-662-8%$3.0M$2.9M-$118.5K2026-11-05
Hoxton Planning & Management, LLC
DECREASED7,5547,813-259-3%$2.9M$2.9M+$27.8K2026-10-15
Trail Ridge Investment Advisors, LLC
UNCHANGED7,5087,50800%$2.7M$2.9M+$121.7K2026-10-16
Able Wealth Management LLC
INCREASED7,3927,001+391+6%$2.6M$2.9M+$297.1K2026-10-13
Opus Capital Group, LLC
UNCHANGED7,3077,30700%$2.7M$2.8M+$119.0K2026-10-30
Focus Financial Network, Inc.
INCREASED7,1716,797+374+6%$2.5M$2.7M+$253.0K2026-10-14
Beaumont Asset Management, L.L.C.
UNCHANGED7,0847,08400%$2.6M$2.7M+$114.8K2026-10-16
1834 Investment Advisors Co
INCREASED7,0536,931+122+2%$2.5M$2.7M+$159.0K2026-10-16
Plancorp, LLC
INCREASED7,0265,662+1,364+24%$2.1M$2.6M+$531.8K2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED6,9255,406+1,519+28%$2.0M$2.6M+$668.0K2026-10-21
Walled Lake Planning & Wealth Management, LLC
DECREASED6,7016,735-340%$2.5M$2.6M+$96.2K2026-10-29
Klingman & Associates, LLC
DECREASED6,6206,882-262-4%$2.5M$2.5M+$11.5K2026-10-20
Finley Financial, LLC
UNCHANGED6,5606,56000%$2.4M$2.5M+$102.9K2026-10-28
Beacon Financial Group
INCREASED6,5156,504+11+0%$2.4M$2.5M+$109.6K2026-10-19
Robinson Smith Wealth Advisors LLC
UNCHANGED6,4796,47900%$2.4M$2.5M+$105.0K2026-10-22
Berkshire Money Management, Inc.
NEW6,469—+6,469——$2.5M—2026-10-21
Bailard, Inc.
UNCHANGED6,4536,45300%$2.4M$2.5M+$104.6K2026-10-13
Lido Advisors, LLC
DECREASED6,4066,415-90%$2.3M$2.4M+$100.6K2026-11-04
Lynch Investment Planning, LLC
DECREASED6,2397,155-916-13%$2.6M$2.4M-$234.0K2026-10-27
Dynamic Advisor Solutions LLC
DECREASED6,2176,612-395-6%$2.4M$2.4M-$43.5K2026-10-13
SAX Wealth Advisors, LLC
DECREASED6,2036,681-478-7%$2.1M$2.4M+$245.3K2026-10-13
Synergy Asset Management, LLC
NEW6,132—+6,132——$2.3M—2026-11-05
Rahlfs Capital, LLC
UNCHANGED6,1006,10000%$2.2M$2.3M+$98.9K2026-10-23
McAdam, LLC
DECREASED6,0826,366-284-4%$2.3M$2.3M-$5.2K2026-10-21
Confluence Wealth Services, Inc.
INCREASED6,0402,342+3,698+158%$856.9K$2.3M+$1.5M2026-11-05
RIA Advisory Group LLC
DECREASED5,96811,152-5,184-46%$4.1M$2.3M-$1.8M2026-10-15
Hengehold Capital Management LLC
INCREASED5,9624,612+1,350+29%$1.7M$2.3M+$590.6K2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED5,9523,692+2,260+61%$1.3M$2.3M+$935.7K2026-10-13
Choreo, LLC
DECREASED5,9206,157-237-4%$2.3M$2.3M+$9.5K2026-10-28
Elevation Capital Advisory, LLC
DECREASED5,87322,318-16,445-74%$8.2M$2.2M-$5.9M2026-10-29
First Heartland Consultants, Inc.
NEW5,757—+5,757——$2.2M—2026-10-08
Independent Financial Group, LLC
DECREASED5,7025,724-220%$2.1M$2.2M+$84.2K2026-10-13
Gilliland Jeter Wealth Management LLC
DECREASED5,5546,523-969-15%$2.4M$2.1M-$264.5K2026-10-28
Optivise Advisory Services LLC
INCREASED5,5365,495+41+1%$2.0M$2.1M+$104.5K2026-10-19
TD Waterhouse Canada Inc.
INCREASED5,4755,285+190+4%$1.9M$2.1M+$156.0K2026-10-16
Adirondack Trust Co
DECREASED5,4005,545-145-3%$2.0M$2.1M+$34.5K2026-10-14
Assetmark, Inc
INCREASED5,3955,193+202+4%$1.9M$2.1M+$161.4K2026-10-21
Spire Wealth Management
DECREASED5,2875,613-326-6%$2.1M$2.0M-$33.7K2026-10-30
Apella Capital, LLC
INCREASED5,2175,199+18+0%$1.9M$2.0M+$117.2K2026-10-08
Pinnacle Associates LTD
INCREASED5,1025,084+18+0%$1.9M$1.9M+$89.3K2026-10-20
Stone Wealth Partners
INCREASED5,0922,546+2,546+100%$931.5K$1.9M+$1.0M2026-11-05
Beacon Financial Advisory LLC
INCREASED5,0474,908+139+3%$1.8M$1.9M+$132.6K2026-10-16
Legacies Wealth LLC
UNCHANGED4,9994,99900%$1.8M$1.9M+$81.0K2026-11-02
Sigma Planning Corp
DECREASED4,9985,198-200-4%$1.9M$1.9M+$7.8K2026-10-23
Triad Wealth Partners, LLC
DECREASED4,9405,040-100-2%$1.9M$1.9M-$1.4K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED4,8324,841-90%$1.8M$1.8M+$75.0K2026-10-20
Mather Group, Llc.
DECREASED4,8195,346-527-10%$2.0M$1.8M-$114.7K2026-10-14
NWF Advisory Services Inc.
INCREASED4,8184,724+94+2%$1.7M$1.8M+$112.5K2026-10-19
Allen Investment Management, LLC
UNCHANGED4,6894,68900%$1.7M$1.8M+$76.0K2026-11-03
Watershed Private Wealth LLC
DECREASED4,6066,144-1,538-25%$2.2M$1.8M-$488.0K2026-10-30
Forvis Mazars Wealth Advisors, LLC
INCREASED4,5274,521+6+0%$1.7M$1.7M+$75.6K2026-10-13
Founders Financial Securities LLC
DECREASED4,5064,837-331-7%$1.8M$1.7M-$47.9K2026-10-28
Councilmark Asset Management, LLC
UNCHANGED4,4754,47500%$1.6M$1.7M+$72.5K2026-10-20
Chicago Partners Investment Group LLC
INCREASED4,4294,096+333+8%$1.5M$1.7M+$183.8K2026-10-27
Curbstone Financial Management Corp
UNCHANGED4,4104,41000%$1.6M$1.7M+$71.5K2026-10-21
WJ Wealth Management, LLC
UNCHANGED4,3214,32100%$1.6M$1.7M+$70.0K2026-11-03
Certified Advisory Corp
INCREASED4,1914,184+7+0%$1.5M$1.6M+$70.5K2026-10-29
PDS Planning, Inc
INCREASED4,1584,101+57+1%$1.5M$1.6M+$88.3K2026-11-03
Firethorn Wealth Partners, LLC
DECREASED4,0874,366-279-6%$1.6M$1.6M-$35.8K2026-10-14
Quadrant Capital Group LLC
UNCHANGED4,0764,07600%$1.5M$1.6M+$92.9K2026-10-20
Northside Capital Management, LLC
UNCHANGED4,0614,06100%$1.5M$1.6M+$65.8K2026-10-13
Trek Financial, LLC
DECREASED4,0434,068-25-1%$1.5M$1.5M+$56.4K2026-10-29
XML Financial, LLC
DECREASED3,9863,989-30%$1.5M$1.5M+$63.5K2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED3,9073,889+18+0%$1.4M$1.5M+$69.9K2026-10-23
Trust Point Inc.
UNCHANGED3,8003,80000%$1.4M$1.5M+$61.6K2026-10-27
Columbus Macro, LLC
INCREASED3,7233,715+8+0%$1.4M$1.4M+$63.1K2026-10-14
GC Wealth Management RIA, LLC
DECREASED3,6643,666-20%$1.3M$1.4M+$58.6K2026-11-02
Sharkey, Howes & Javer
INCREASED3,5663,318+248+7%$1.2M$1.4M+$148.5K2026-10-22
WealthPlan Investment Management, LLC
DECREASED3,5513,589-38-1%$1.3M$1.4M+$43.7K2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED3,5303,53000%$1.3M$1.3M+$57.2K2026-10-16
VestGen Advisors, LLC
DECREASED3,5053,803-298-8%$1.4M$1.3M-$52.1K2026-10-27
Evergreen Capital Management LLC
UNCHANGED3,4743,47400%$1.3M$1.3M+$56.3K2026-10-23
Brighton Jones LLC
INCREASED3,4723,234+238+7%$1.2M$1.3M+$143.1K2026-11-03
CPA Asset Management Group, LLC
DECREASED3,4463,709-263-7%$1.4M$1.3M-$40.4K2026-10-26
LVZ, Inc.
NEW3,444—+3,444——$1.3M—2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED3,4172,020+1,397+69%$739.2K$1.3M+$575.7K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED3,3893,305+84+3%$1.2M$1.3M+$85.7K2026-11-04
Park Edge Advisors, LLC
DECREASED3,3683,422-54-2%$1.3M$1.3M+$34.8K2026-10-28
Verum Partners LLC
DECREASED3,3673,387-20-1%$1.2M$1.3M+$47.2K2026-10-21
Sutton Place Investors LLC
INCREASED3,2943,281+13+0%$1.2M$1.3M+$58.2K2026-10-20
Smith Shellnut Wilson LLC
INCREASED3,2712,887+384+13%$1.1M$1.2M+$193.5K2026-10-21
Naples Global Advisors, LLC
DECREASED3,2653,270-50%$1.2M$1.2M+$51.1K2026-11-05
Advus Financial Partners, LLC
DECREASED3,2428,648-5,406-63%$3.2M$1.2M-$1.9M2026-10-20
Golden State Wealth Management, LLC
DECREASED3,1924,235-1,043-25%$1.5M$1.2M-$329.6K2026-11-02
Ferguson Wellman Capital Management, Inc
UNCHANGED3,1713,17100%$1.2M$1.2M+$51.4K2026-10-05
Zenith Solutions, Inc.
DECREASED3,1483,547-399-11%$1.3M$1.2M-$94.6K2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED3,1403,273-133-4%$1.2M$1.2M+$2.6K2026-10-14
Lifetime Wealth Management P.C.
UNCHANGED3,1123,11200%$1.1M$1.2M+$50.4K2026-10-29
Arcadia Investment Advisors LLC
DECREASED3,0763,114-38-1%$1.1M$1.2M+$36.0K2026-10-13
DT Investment Partners, LLC
UNCHANGED3,0003,00000%$1.1M$1.1M+$48.6K2026-10-27
Horizon Wealth Management, LLC
DECREASED2,9933,845-852-22%$1.4M$1.1M-$263.1K2026-11-02
Linscomb Wealth, Inc.
UNCHANGED2,9532,95300%$1.1M$1.1M+$47.9K2026-11-05
Altus Wealth Management, LLC
DECREASED2,9232,951-28-1%$1.1M$1.1M+$36.9K2026-10-13
Accelerate Investment Advisors LLC
INCREASED2,7812,557+224+9%$935.5K$1.1M+$127.2K2026-11-02
Apollon Wealth Management, LLC
DECREASED2,7623,380-618-18%$1.2M$1.1M-$181.3K2026-10-23
Davenport & Co LLC
DECREASED2,7092,801-92-3%$1.0M$1.0M+$10.1K2026-10-14
Apex Wealth Management, LLC
DECREASED2,7022,707-50%$990.4K$1.0M+$41.9K2026-10-20
Mission Wealth Management, LP
DECREASED2,6952,858-163-6%$1.0M$1.0M-$15.8K2026-10-15
Compass Financial Management LLC
INCREASED2,6132,556+57+2%$935.2K$998.4K+$63.2K2026-10-30
Ashton Thomas Securities, LLC
NEW2,608—+2,608——$996.5K—2026-10-26
Abner Herrman & Brock LLC
DECREASED2,6032,803-200-7%$1.0K$995-$312026-10-20
Kingswood Wealth Advisors, LLC
INCREASED2,5782,509+69+3%$918.0K$985.0K+$67.0K2026-10-23
Palisade Asset Management, LLC
UNCHANGED2,5742,57400%$941.7K$983.5K+$41.7K2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED2,5692,56900%$939.9K$981.6K+$41.6K2026-10-22
Soundwatch Capital LLC
UNCHANGED2,5602,56000%$936.6K$985.2K+$48.5K2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED2,5502,867-317-11%$1.0M$974.3K-$74.8K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED2,5072,438+69+3%$892.1K$957.8K+$65.7K2026-10-26
First Pacific Financial
DECREASED2,4922,496-40%$913.2K$952.1K+$38.9K2026-10-14
Summit Global Investments
NEW2,481—+2,481——$948.0K—2026-10-28
PKS Advisory Services, LLC
UNCHANGED2,4632,46300%$901.3K$901.3K$02026-10-26
Blue Trust, Inc.
DECREASED2,4482,559-111-4%$936.3K$935.3K-$9402026-10-15
BridgePort Financial Solutions, LLC
DECREASED2,4322,536-104-4%$927.9K$929.3K+$1.4K2026-11-02
RVW Wealth, LLC
UNCHANGED2,4212,42100%$885.8K$925.0K+$39.2K2026-10-06
Lantz Financial LLC
DECREASED2,3772,730-353-13%$998.8K$908.2K-$90.6K2026-10-15
Howard Capital Management Group, LLC
UNCHANGED2,3702,37000%$867.1K$905.5K+$38.4K2026-10-16
Matthew Goff Investment Advisor, LLC
NEW2,369—+2,369——$905.1K—2026-10-13
Lanark Financial, Inc.
UNCHANGED2,3572,35700%$862.4K$900.6K+$38.2K2026-10-26
Nicholas Hoffman & Company, Llc.
UNCHANGED2,3432,34300%$857.2K$895.2K+$38.0K2026-10-30
Polaris Investment Advisors, LLC
DECREASED2,3333,785-1,452-38%$1.4M$891.4K-$493.4K2026-10-20
Trademark Financial Management, LLC
INCREASED2,3112,251+60+3%$823.6K$883.0K+$59.4K2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED2,3062,301+5+0%$841.9K$881.0K+$39.1K2026-10-29
Salomon & Ludwin, LLC
UNCHANGED2,2582,25800%$826.1K$862.7K+$36.6K2026-10-29
Flagship Private Wealth, LLC
INCREASED2,2142,211+3+0%$809.1K$845.8K+$36.8K2026-11-05
Lavelle Capital LP
INCREASED2,1972,195+2+0%$803.1K$839.5K+$36.4K2026-11-03
Provident Wealth Management, LLC
DECREASED2,1682,759-591-21%$1.0M$828.3K-$181.1K2026-10-20
Trifecta Capital Advisors, LLC
DECREASED2,1652,230-65-3%$815.9K$827.2K+$11.3K2026-10-21
Legacy Wealth Management, LLC / MS
INCREASED2,1592,157+2+0%$789.4K$825.1K+$35.7K2026-10-30
Gimbal Financial
INCREASED2,1211,943+178+9%$711.1K$810.6K+$99.5K2026-10-19
Shrier Wealth Management, LLC
DECREASED2,0972,157-60-3%$789.0K$801.3K+$12.3K2026-10-20
M Holdings Securities, Inc.
NEW2,065—+2,065——$769—2026-11-03
Chemistry Wealth Management LLC
UNCHANGED2,0582,05800%$753.0K$786.3K+$33.4K2026-10-16
Brookstone Capital Management
INCREASED2,0201,581+439+28%$578.6K$771.6K+$193.1K2026-10-22
Wealthcare Advisory Partners LLC
INCREASED2,0132,011+2+0%$735.7K$769.3K+$33.6K2026-10-21
Paulson Wealth Management Inc.
UNCHANGED2,0002,00000%$731.7K$764.2K+$32.4K2026-11-02
Centurion Wealth Management LLC
DECREASED1,9929,140-7,148-78%$3.3M$761.1K-$2.6M2026-10-13
Capital Square, LLC
INCREASED1,9901,948+42+2%$725.4K$760.6K+$35.2K2026-10-19
Interchange Capital Partners, LLC
UNCHANGED1,9901,99000%$728.1K$760.3K+$32.3K2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED1,9881,281+707+55%$468.7K$759.6K+$290.9K2026-10-23
Ballast Rock Private Wealth LLC
INCREASED1,9801,890+90+5%$691.5K$756.7K+$65.1K2026-10-26
Integrity Advisory Solutions, LLC
INCREASED1,9641,727+237+14%$632.0K$750.4K+$118.4K2026-10-29
Modera Wealth Management, LLC
DECREASED1,9612,131-170-8%$779.6K$749.2K-$30.4K2026-10-28
Aprio Wealth Management, LLC
DECREASED1,9601,975-15-1%$722.5K$748.8K+$26.3K2026-10-28
Retirement Wealth Solutions LLC
DECREASED1,9552,077-122-6%$760.0K$747.0K-$12.9K2026-10-07
Rose Capital Advisors LLC
NEW1,954—+1,954——$746.6K—2026-11-04
Mainstream Capital Management LLC
NEW1,922—+1,922——$734.4K—2026-10-23
RFG Advisory, LLC
DECREASED1,9201,985-65-3%$726.1K$733.8K+$7.6K2026-11-03
Baron Wealth Management LLC
UNCHANGED1,9201,92000%$702.5K$733.6K+$31.1K2026-10-27
Y-Intercept (Hong Kong) Ltd
INCREASED1,913702+1,211+173%$256.8K$730.9K+$474.1K2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED1,8981,924-26-1%$703.9K$725.2K+$21.3K2026-10-29
Sound Income Strategies, LLC
DECREASED1,8763,747-1,871-50%$1.4M$726.2K-$644.7K2026-10-09
DKM Wealth Management, Inc.
INCREASED1,8631,827+36+2%$668.5K$711.9K+$43.4K2026-10-09
BLB&B Advisors, LLC
UNCHANGED1,8521,85200%$677.6K$707.6K+$30.0K2026-10-27
SmartHarvest Portfolios, LLC
UNCHANGED1,8331,83300%$670.6K$700.4K+$29.7K2026-10-26
Glenview Trust Co
UNCHANGED1,8311,83100%$669.9K$699.6K+$29.7K2026-10-28
Evolution Wealth Advisors, LLC
UNCHANGED1,8241,82400%$667.3K$696.9K+$29.6K2026-11-03
AdvisorNet Financial, Inc
DECREASED1,7951,853-58-3%$678.0K$690.4K+$12.4K2026-10-15
USA Financial Formulas
NEW1,792—+1,792——$684.7K—2026-10-16
Ehrlich Financial Group
DECREASED1,7882,076-288-14%$759.5K$683.2K-$76.4K2026-10-20
Skyline Advisors, Inc.
DECREASED1,78615,394-13,608-88%$1.1M$682.4K-$448.8K2026-11-03
Burke & Herbert Bank & Trust Co
UNCHANGED1,7751,77500%$649.4K$678.2K+$28.8K2026-11-02
Americana Partners, LLC
UNCHANGED1,7711,77100%$648.0K$676.7K+$28.7K2026-10-28
Northland Securities, Inc.
INCREASED1,7661,761+5+0%$644.3K$674.8K+$30.5K2026-11-02
PFG Advisors
DECREASED1,7521,865-113-6%$682.4K$669.4K-$13.0K2026-10-16
Sageworth Trust Co
UNCHANGED1,7481,74800%$639.5K$667.9K+$28.3K2026-10-30
Michels Family Financial, LLC
INCREASED1,7321,325+407+31%$484.7K$661.8K+$177.2K2026-11-02
Accredited Investors Inc.
DECREASED1,7232,814-1,091-39%$1.0M$658.3K-$371.2K2026-11-03
CX Institutional
DECREASED1,7122,027-315-16%$742$654-$882026-10-02
Aspen Investment Management Inc
UNCHANGED1,7121,71200%$626$654.0K+$653.4K2026-11-05
SkyOak Wealth, LLC
DECREASED1,7081,734-26-1%$634.3K$652.7K+$18.3K2026-10-28
Mitchell Sinkler & Starr
UNCHANGED1,6981,69800%$621.2K$648.8K+$27.5K2026-10-13
Willis Investment Counsel
INCREASED1,6891,627+62+4%$595.3K$645.3K+$50.1K2026-10-20
Venture Visionary Partners LLC
UNCHANGED1,6871,68700%$617.2K$644.6K+$27.3K2026-10-07
Compound Planning, Inc.
DECREASED1,6711,963-292-15%$718.3K$638.6K-$79.8K2026-11-05
Weaver Consulting Group
DECREASED1,6691,699-30-2%$621.6K$637.7K+$16.1K2026-10-07
HUB Investment Partners, LLC
UNCHANGED1,6471,64700%$602.6K$629.3K+$26.7K2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED1,6451,64500%$601.9K$628.5K+$26.7K2026-11-04
United Asset Strategies, Inc.
UNCHANGED1,6431,64300%$601.1K$627.8K+$26.6K2026-10-28
High Probability Advisors, LLC
UNCHANGED1,6101,61000%$589.1K$615.1K+$26.1K2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED1,5962,707-1,111-41%$990.4K$609.8K-$380.6K2026-10-15
Quantify Chaos Advisors, LLC
DECREASED1,5851,659-74-4%$607.0K$605.6K-$1.4K2026-11-04
RCS Financial Planning, LLC
DECREASED1,5841,709-125-7%$625.3K$605.3K-$20.1K2026-10-14
Koshinski Asset Management, Inc.
DECREASED1,5801,594-14-1%$583.1K$603.9K+$20.7K2026-10-29
OFS Enterprise LLC
UNCHANGED1,5721,57200%$575.1K$600.6K+$25.5K2026-10-16
Avior Wealth Management, LLC
INCREASED1,5441,135+409+36%$415.3K$589.9K+$174.6K2026-10-13
Old Port Advisors
DECREASED1,5271,530-30%$559.8K$583.4K+$23.7K2026-10-23
Avantra Family Wealth, Inc.
UNCHANGED1,5251,52500%$557.9K$582.5K+$24.6K2026-10-20
Shepherd Financial Partners LLC
DECREASED1,5212,216-695-31%$810.8K$581.2K-$229.5K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED1,5171,723-206-12%$630.3K$579.5K-$50.8K2026-11-04
BostonPremier Wealth LLC
INCREASED1,5171,413+104+7%$516.9K$579.6K+$62.7K2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED1,5001,549-49-3%$566.7K$573.1K+$6.4K2026-10-15
LongView Wealth Management
DECREASED1,4921,498-60%$548.2K$569.9K+$21.7K2026-10-19
Abacus Wealth Partners, LLC
UNCHANGED1,4721,47200%$538.6K$562.4K+$23.9K2026-11-03
Capital Investment Advisors, LLC
INCREASED1,4491,438+11+1%$526.0K$553.5K+$27.5K2026-10-22
Portland Financial Advisors Inc
DECREASED1,4341,496-62-4%$547.3K$547.9K+$5612026-10-26
ASL Financial, LLC
UNCHANGED1,4191,41900%$519.2K$542.2K+$23.0K2026-10-15
Waldron Private Wealth LLC
UNCHANGED1,3941,39400%$510.0K$532.6K+$22.6K2026-11-02
Clark Asset Management, LLC
DECREASED1,3603,405-2,045-60%$1.2M$519.6K-$726.2K2026-10-19
Waterway Wealth Management, LLC
UNCHANGED1,3361,33600%$488.8K$510.5K+$21.7K2026-10-28
ADE, LLC
INCREASED1,3211,320+1+0%$483.0K$504.6K+$21.6K2026-10-29
Bricktown Capital, LLC
UNCHANGED1,2941,29400%$473.4K$494.4K+$21.0K2026-10-13
Focused Wealth Management, Inc
INCREASED1,2901,289+1+0%$471.6K$492.8K+$21.2K2026-10-30
Capital Wealth Alliance, LLC
UNCHANGED1,2841,28400%$469.8K$490.6K+$20.8K2026-10-20
Tompkins Financial Corp
UNCHANGED1,2581,25800%$460.3K$480.7K+$20.4K2026-10-05
Balance Wealth Partners LLC
DECREASED1,2561,269-13-1%$464.3K$479.8K+$15.5K2026-10-27
Lakeshore Financial Planning, Inc.
NEW1,240—+1,240——$473.8K—2026-10-13
Frank, Rimerman Advisors LLC
UNCHANGED1,2261,22600%$448.6K$468.4K+$19.9K2026-10-16
Romano Brothers and Company
UNCHANGED1,2151,21500%$444.5K$464.2K+$19.7K2026-10-22
Gilbert Capital Group, Inc.
UNCHANGED1,2141,21400%$444.2K$463.8K+$19.7K2026-10-28
Highland Capital Management, LLC
UNCHANGED1,2121,21200%$443.4K$463.1K+$19.6K2026-10-26
Schneider Downs Wealth Management Advisors, LP
UNCHANGED1,2111,21100%$443.1K$462.7K+$19.6K2026-10-27
New England Private Wealth Advisors LLC
INCREASED1,2041,203+1+0%$436.9K$460.0K+$23.1K2026-10-19
Maia Wealth LLC
DECREASED1,1921,320-128-10%$482.9K$455.3K-$27.5K2026-10-19
Greenleaf Trust
INCREASED1,1871,173+14+1%$429.2K$453.5K+$24.4K2026-10-29
CLG LLC
INCREASED1,186964+222+23%$352.6K$453.0K+$100.4K2026-10-13
Simon Quick Advisors, LLC
DECREASED1,1841,278-94-7%$467.5K$452.5K-$15.0K2026-10-26
Milestone Asset Management Group, LLC
UNCHANGED1,1821,18200%$432.6K$451.8K+$19.2K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED1,1811,180+1+0%$431.7K$451.3K+$19.6K2026-10-08
Gutierrez Wealth Advisory, LLC
INCREASED1,1751,173+2+0%$429.0K$449.0K+$19.9K2026-11-02
Midwest Trust Co
DECREASED1,1711,181-10-1%$432.1K$447.4K+$15.3K2026-10-22
High Note Wealth, LLC
UNCHANGED1,1661,16600%$426.6K$445.5K+$18.9K2026-10-27
Stegner Investment Associates Inc.
UNCHANGED1,1611,16100%$424.8K$443.6K+$18.8K2026-10-15
Magnus Financial Group LLC
INCREASED1,1561,155+1+0%$422.7K$441.7K+$18.9K2026-10-21
Asset One Wealth Management LLC
INCREASED1,1501,011+139+14%$378.0K$439.4K+$61.4K2026-11-02
PUREfi Wealth, LLC
DECREASED1,1451,177-32-3%$430.6K$437.5K+$6.9K2026-10-19
LiftPoint Family Wealth Advisors LLC
DECREASED1,1282,177-1,049-48%$796.5K$431.0K-$365.5K2026-11-03
Valeo Financial Advisors, LLC
DECREASED1,1241,125-10%$411.6K$429.5K+$17.9K2026-10-08
Nations Financial Group Inc,
DECREASED1,1211,302-181-14%$476.7K$428.3K-$48.4K2026-11-05
Arthur M. Cohen & Associates, LLC
INCREASED1,1121,111+1+0%$406.4K$424.9K+$18.5K2026-10-26
Westco Advisory Services Inc
INCREASED1,1091,048+61+6%$383.4K$423.7K+$40.3K2026-10-14
BOS Asset Management, LLC
UNCHANGED1,1071,10700%$405.0K$423.0K+$17.9K2026-10-09
Trust Co of Vermont
UNCHANGED1,1021,10200%$403.2K$421.1K+$17.9K2026-10-21
Badgley Phelps Wealth Managers, LLC
UNCHANGED1,0961,09600%$401.0K$418.8K+$17.8K2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED1,0841,08400%$396.6K$414.2K+$17.6K2026-10-15
StoneX Group Inc.
NEW1,082—+1,082——$403.2K—2026-11-03
Schaeffer Financial LLC
UNCHANGED1,0781,07800%$394.4K$411.9K+$17.5K2026-10-23
TCV Trust & Wealth Management, Inc.
UNCHANGED1,0661,06600%$390.0K$407.3K+$17.3K2026-10-16
Asset Dedication, LLC
UNCHANGED1,0481,04800%$383.3K$400.3K+$17.0K2026-11-03
Signal Advisors Wealth, LLC
DECREASED1,0381,143-105-9%$418.1K$396.8K-$21.3K2026-10-13
Fairvoy Private Wealth, LLC
DECREASED1,0381,043-50%$381.6K$396.6K+$15.0K2026-10-19
First Horizon Corp
UNCHANGED1,0381,03800%$379.8K$396.6K+$16.8K2026-10-26
Tenet Wealth Partners, LLC
UNCHANGED1,0251,02500%$372.3K$391.6K+$19.3K2026-10-19
Haven Private, LLC
UNCHANGED1,0241,02400%$374.6K$391.2K+$16.6K2026-10-27
Bison Wealth, LLC
INCREASED1,015970+45+5%$358.5K$394.8K+$36.3K2026-10-13
Citigroup Inc
DECREASED1,0151,024-9-1%$374.7K$387.8K+$13.2K2026-11-04
Cambridge Financial Group, LLC
UNCHANGED1,0121,01200%$370.4K$370.4K$02026-10-06
Dorato Capital Management
UNCHANGED1,0121,01200%$376.8K$394.1K+$17.3K2026-10-08
Ascent Wealth Partners, LLC
UNCHANGED1,0061,00600%$368.1K$384.4K+$16.3K2026-10-23
Ullmann Wealth Partners Group, LLC
UNCHANGED1,0001,00000%$365.9K$382.1K+$16.2K2026-11-02
GreatBanc Trust Co
INCREASED999893+106+12%$326.7K$381.7K+$55.0K2026-11-04
Lyell Wealth Management, LP
UNCHANGED99699600%$364.3K$380.5K+$16.1K2026-10-30
Integrity Alliance, Llc.
DECREASED9931,604-611-38%$586.9K$379.5K-$207.4K2026-10-29
Aaron Wealth Advisors LLC
DECREASED974981-7-1%$358.9K$372.1K+$13.2K2026-10-13
BIP Wealth, LLC
INCREASED968954+14+1%$349.0K$369.9K+$20.8K2026-10-22
Serenity Investment Advisors
INCREASED953951+2+0%$358.3K$364.1K+$5.9K2026-10-30
DecisionMap Wealth Management, LLC
DECREASED943944-10%$345.4K$360.3K+$14.9K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED94394300%$345.0K$360.3K+$15.3K2026-10-27
Traynor Capital Management, Inc.
INCREASED937912+25+3%$333.5K$357.9K+$24.4K2026-10-29
Soltis Investment Advisors LLC
INCREASED925913+12+1%$334.1K$353.5K+$19.4K2026-10-28
First Citizens Financial Corp
DECREASED920941-21-2%$344.3K$351.5K+$7.2K2026-10-02
Capital Squared Financial LLC
UNCHANGED91691600%$335.2K$350.1K+$14.9K2026-10-30
First Merchants Corp
UNCHANGED91591500%$334.8K$349.6K+$14.8K2026-10-15
Wealth Architects, LLC
UNCHANGED90090000%$329.3K$343.9K+$14.6K2026-11-03
Garde Capital, Inc.
UNCHANGED89689600%$327.8K$342.3K+$14.5K2026-10-29
Hourglass Capital, LLC
DECREASED8901,042-152-15%$381.1K$340.1K-$41.1K2026-10-26
JB Capital LLC
DECREASED889928-39-4%$339.6K$339.5K-$1152026-10-19
Global Wealth Management, LLC
UNCHANGED88788700%$324.5K$338.9K+$14.4K2026-10-15
Almanack Investment Partners, Llc.
INCREASED884883+1+0%$323.1K$337.6K+$14.5K2026-11-03
Arjuna Capital
UNCHANGED88088000%$322.0K$336.2K+$14.3K2026-11-03
1900 Wealth Management LLC
INCREASED877875+2+0%$320.2K$335.1K+$14.9K2026-10-13
Creative Financial Designs Inc
INCREASED875855+20+2%$313.0K$334.4K+$21.4K2026-11-04
Stackstone Wealth, LLC
NEW871—+871——$332.8K—2026-10-19
MCF Advisors LLC
UNCHANGED86486400%$316.1K$330.1K+$14.0K2026-10-28
Heritage Wealth Management, Inc.
UNCHANGED85685600%$313.2K$327.1K+$13.9K2026-10-27
Oliver Luxxe Assets LLC
DECREASED850910-60-7%$332.8K$324.6K-$8.2K2026-10-14
Essex Bank
DECREASED848866-18-2%$316.8K$324.0K+$7.2K2026-10-16
Consolidated Capital Management, LLC
DECREASED848857-9-1%$313.6K$324.0K+$10.5K2026-10-13
Enzi Wealth
UNCHANGED83483400%$309.1K$324.1K+$15.0K2026-10-14
SBI Securities Co., Ltd.
INCREASED828824+4+0%$301.5K$316.4K+$14.9K2026-10-22
R2 Capital Strategies, LLC
UNCHANGED82882800%$302.8K$316.5K+$13.8K2026-10-15
Braun-Bostich & Associates Inc.
DECREASED8101,004-194-19%$367.3K$309.5K-$57.8K2026-10-20
Tennessee Valley Asset Management Partners
DECREASED798888-90-10%$324.7K$304.9K-$19.8K2026-11-03
WBH Advisory Inc
UNCHANGED79479400%$290.5K$303.4K+$12.9K2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED79279200%$289.7K$302.6K+$12.9K2026-10-23
McGuire Investment Group, LLC
UNCHANGED78978900%$288.7K$301.5K+$12.8K2026-10-23
Smith Chas P & Associates PA Cpas
DECREASED780980-200-20%$358.6K$296.5K-$62.0K2026-10-22
Pictet North America Advisors SA
UNCHANGED76576500%$279.9K$292.3K+$12.4K2026-10-21
Capital Investment Advisory Services, LLC
DECREASED761781-20-3%$285.9K$290.7K+$4.7K2026-10-30
Alterna Wealth Management, Inc
DECREASED756757-10%$276.9K$288.8K+$11.9K2026-10-27
Welch Group, LLC
DECREASED754920-166-18%$336.6K$288.1K-$48.5K2026-10-29
Junk Investment Group, LLC
UNCHANGED75075000%$274.4K$286.6K+$12.2K2026-10-19
TCP Asset Management, LLC
UNCHANGED74074000%$270.7K$284.8K+$14.0K2026-10-14
Duncker Streett & Co Inc
UNCHANGED73873800%$270.0K$282.0K+$12.0K2026-10-27
Crescent Grove Advisors, LLC
UNCHANGED73473400%$268.5K$280.4K+$11.9K2026-10-21
Mascagni Wealth Management, Inc.
DECREASED733770-37-5%$281.7K$280.2K-$1.6K2026-10-23
Florida Trust Wealth Management Co
INCREASED728663+65+10%$242.6K$278.2K+$35.6K2026-11-05
Shaker Investments LLC
DECREASED728761-33-4%$278.6K$278.0K-$5432026-11-05
Abound Wealth Management
DECREASED722813-91-11%$297.6K$275.9K-$21.7K2026-10-26
Chicago Capital, LLC
UNCHANGED72272200%$264.2K$275.9K+$11.7K2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED72172100%$263.8K$275.5K+$11.7K2026-10-23
KPP Advisory Services LLC
DECREASED715886-171-19%$324.2K$273.2K-$51.0K2026-10-26
DDD Partners, LLC
UNCHANGED71471400%$261.2K$272.8K+$11.6K2026-11-02
Southern Michigan Bank & Trust
UNCHANGED70770700%$258.7K$270.1K+$11.5K2026-10-19
Thomas Story & SON LLC
UNCHANGED70070000%$256.1K$267.5K+$11.3K2026-10-13
TritonPoint Partners, LLC
UNCHANGED69669600%$254.6K$265.9K+$11.3K2026-11-05
Arlington Trust Co LLC
DECREASED695750-55-7%$274.4K$265.5K-$8.9K2026-10-20
Hubbell Strickland Wealth Management, LLC
INCREASED695688+7+1%$251.7K$265.7K+$14.0K2026-10-29
Carlson Financial, Inc.
UNCHANGED69569500%$254.3K$265.7K+$11.3K2026-11-05
Cypress Capital Group
UNCHANGED69569500%$254.3K$265.5K+$11.3K2026-11-03
Dudley Capital Management, LLC
DECREASED6941,685-991-59%$616.5K$265.2K-$351.3K2026-10-23
Grant Street Asset Management, Inc.
UNCHANGED69269200%$253.1K$264.3K+$11.2K2026-10-26
Facet Wealth, Inc.
NEW691—+691——$264.0K—2026-11-04
Fiduciary Alliance LLC
INCREASED689685+4+1%$250.6K$263.3K+$12.6K2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED688687+1+0%$251.3K$263.0K+$11.7K2026-10-20
SteelPeak Wealth, LLC
DECREASED687779-92-12%$285.0K$262.5K-$22.5K2026-10-16
Elevated Financial Group LLC
DECREASED683920-237-26%$336.7K$261.1K-$75.6K2026-10-16
Buckhead Capital Management LLC
UNCHANGED68068000%$248.8K$259.8K+$11.0K2026-11-03
Pacific Sage Partners, LLC
UNCHANGED67967900%$248.4K$259.4K+$11.0K2026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED67667600%$247.3K$258.3K+$11.0K2026-10-15
Kelly Financial Group LLC
DECREASED670673-30%$246.4K$255.8K+$9.4K2026-10-16
Cornerstone Wealth Management, LLC
INCREASED669667+2+0%$244.0K$255.6K+$11.6K2026-11-04
Core Wealth Advisors, LLC
UNCHANGED66966900%$244.8K$255.6K+$10.8K2026-11-05
Capital Advantage, Inc.
UNCHANGED66766700%$244.0K$254.8K+$10.8K2026-10-14
Silver Grove Financial Group, Inc.
INCREASED66021+639+3043%$7.7K$252.2K+$244.5K2026-11-05
Cassilly Financial Group LLC
UNCHANGED64864800%$237.1K$247.6K+$10.5K2026-10-07
Sterling Investment Counsel, LLC
UNCHANGED64464400%$235.6K$246.1K+$10.4K2026-10-19
SevenBridge Financial Group, LLC
DECREASED642667-25-4%$255.5K$245.9K-$9.6K2026-10-26
Lineweaver Wealth Advisors, LLC
DECREASED642644-20%$235.6K$245.2K+$9.6K2026-10-13
Madson Wealth Advisors Inc
DECREASED6411,279-638-50%$467.9K$244.9K-$223.1K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED631678-47-7%$248.2K$241.2K-$7.0K2026-10-14
Echo45 Advisors LLC
NEW630—+630——$240.7K—2026-10-07
MV Capital Management, Inc.
UNCHANGED62762700%$229.4K$239.6K+$10.2K2026-10-29
Canopy Partners, LLC
UNCHANGED62062000%$226.8K$236.9K+$10.1K2026-10-28
A4 Wealth Advisors LLC
INCREASED615606+9+1%$221.7K$235.0K+$13.3K2026-10-20
Farmers & Merchants Trust Co of Long Beach
UNCHANGED60060000%$219.5K$229.2K+$9.7K2026-10-22
Sage Investment Advisers LLC
UNCHANGED60060000%$219.5K$229.2K+$9.7K2026-10-21
Rockingstone Advisors LLC
UNCHANGED60060000%$219.5K$229.2K+$9.7K2026-10-16
Atala Financial Inc
UNCHANGED59159100%$216.2K$225.8K+$9.6K2026-10-22
Private Trust Co NA
INCREASED590542+48+9%$198.3K$225.4K+$27.1K2026-10-20
Clear Wave Wealth Management LLC
UNCHANGED59059000%$215.9K$225.4K+$9.6K2026-11-04
Vertrix Wealth Management, LLC
UNCHANGED58658600%$214.4K$223.9K+$9.5K2026-10-13
Rossby Financial, LCC
INCREASED585189+396+210%$69.1K$223.7K+$154.5K2026-11-05
West Paces Advisors Inc.
UNCHANGED58558500%$214.0K$223.5K+$9.5K2026-10-13
Woodward Financial Advisors, Inc.
UNCHANGED57557500%$210.4K$219.7K+$9.3K2026-10-19
Dutch Asset Corp
UNCHANGED57557500%$210.4K$219.7K+$9.3K2026-10-20
Eubel Brady & Suttman Asset Management Inc
UNCHANGED57257200%$209.0K$219.0K+$10.0K2026-11-04
Omni 360 Wealth, Inc.
DECREASED570572-20%$209.3K$217.8K+$8.5K2026-10-13
Gryphon Financial Partners LLC
UNCHANGED56256200%$205.6K$214.7K+$9.1K2026-11-04
Axxcess Wealth Management, LLC
DECREASED5604,240-3,680-87%$1.6M$214.0K-$1.3M2026-10-21
Cortland Associates Inc
UNCHANGED55555500%$203.0K$212.0K+$9.0K2026-10-29
Gratus Wealth Advisors, LLC
UNCHANGED55055000%$201.2K$210.1K+$8.9K2026-10-26
Goelzer Investment Management, Inc.
DECREASED546555-9-2%$203.1K$208.6K+$5.6K2026-10-16
D'Orazio & Associates, Inc.
NEW542—+542——$207.1K—2026-11-04
Waller Financial Planning Group, Inc
NEW540—+540——$206.3K—2026-10-07
BAM Wealth Management, LLC
NEW531—+531——$202.9K—2026-10-15
Rockport Wealth LLC
NEW526—+526——$201.0K—2026-11-03
MeadowBrook Investment Advisors LLC
UNCHANGED52252200%$191.0K$198.1K+$7.1K2026-10-29
Reap Financial Group, LLC
UNCHANGED50250200%$183.7K$191.8K+$8.2K2026-11-02
First Financial Corp
UNCHANGED48848800%$178.5K$186.5K+$7.9K2026-10-13
United Community Bank
UNCHANGED47547500%$173.8K$181.5K+$7.7K2026-10-28
CoreCap Advisors, LLC
DECREASED469624-155-25%$228.3K$179.2K-$49.1K2026-10-08
Plante Moran Financial Advisors, LLC
UNCHANGED45345300%$165.7K$173.0K+$7.3K2026-11-04
Princeton Global Asset Management LLC
UNCHANGED42442400%$155.1K$162.0K+$6.9K2026-10-21
Mosley Wealth Management
DECREASED411470-59-13%$171.8K$158.1K-$13.7K2026-10-16
Elevated Capital Advisors, LLC
DECREASED3921,074-682-63%$392.9K$149.8K-$243.1K2026-11-04
Cullen T Bankers, Inc.
UNCHANGED39239200%$143.3K$149.7K+$6.5K2026-10-28
Financial Consulate, Inc
UNCHANGED39239200%$143.4K$149.8K+$6.4K2026-10-23
Acropolis Investment Management, LLC
UNCHANGED38738700%$141.6K$147.9K+$6.3K2026-10-08
Balentine LLC
UNCHANGED38238200%$139.8K$146.0K+$6.2K2026-11-03
Heritage Family Offices, LLP
NEW359—+359——$137.3K—2026-11-02
Ascentis Independent Advisors
NEW346—+346——$132.2K—2026-11-03
North Star Investment Management Corp.
UNCHANGED32532500%$118.9K$124.3K+$5.4K2026-10-27
West Branch Capital LLC
INCREASED323322+1+0%$117.9K$123.4K+$5.4K2026-10-20
Old Second National Bank of Aurora
UNCHANGED32132100%$117.4K$122.6K+$5.2K2026-10-22
Global Trust Asset Management, LLC
UNCHANGED31231200%$114.2K$119.2K+$5.1K2026-10-19
Asset Planning,Inc
UNCHANGED30030000%$109.8K$114.6K+$4.9K2026-10-26
Byrne Asset Management LLC
UNCHANGED28128100%$102.8K$107.2K+$4.4K2026-10-06
Jnba Financial Advisors
NEW276—+276——$105.5K—2026-11-03
Larson Financial Group LLC
UNCHANGED25325300%$92.6K$96.7K+$4.1K2026-11-05
Phillip James Consulting Co.
NEW251—+251——$95.9K—2026-11-03
Acumen Wealth Advisors, LLC
UNCHANGED25025000%$91.5K$95.5K+$4.1K2026-11-05
True Wealth Design, LLC
DECREASED246250-4-2%$91.5K$94.0K+$2.5K2026-10-13
Barrett & Company, Inc.
UNCHANGED24224200%$88.6K$92.6K+$4.1K2026-10-22
Register Financial Advisors LLC
UNCHANGED24124100%$88.2K$92.1K+$3.9K2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
NEW240—+240——$91.7K—2026-10-14
Gamma Investing LLC
UNCHANGED22822800%$83.4K$87.1K+$3.7K2026-10-08
Wealth Enhancement Trust Services, Inc.
NEW218—+218——$83.3K—2026-10-07
Signature Equity Partners, LLC
INCREASED21841+177+432%$15.0K$83.2K+$68.1K2026-10-29
Godsey & Gibb, Inc
DECREASED217242-25-10%$88.5K$82.9K-$5.6K2026-10-14
Coastline Trust Co
UNCHANGED21321300%$77.9K$81.4K+$3.5K2026-10-01
Harbor Investment Advisory, LLC
UNCHANGED21121100%$77.2K$80.6K+$3.4K2026-10-13
Rydar Equities, Inc.
NEW206—+206——$80.3K—2026-10-13
American National Bank & Trust
UNCHANGED20220200%$73.9K$77.2K+$3.3K2026-10-07
Midwest Capital Advisors, LLC
DECREASED199222-23-10%$81.1K$75.9K-$5.2K2026-11-04
Elyxium Wealth, LLC
NEW183—+183——$69.9K—2026-10-27
Archer Investment Corp
UNCHANGED17917900%$65.5K$68.4K+$2.9K2026-11-05
Clark Wealth Partners
DECREASED178181-3-2%$66.2K$68.0K+$1.8K2026-10-19
Latitude Advisors, LLC
NEW162—+162——$61.9K—2026-10-27
Advocate Investing Services LLC
INCREASED159151+8+5%$55.2K$60.7K+$5.5K2026-10-26
Sfam, LLC
UNCHANGED15515500%$56.7K$59.2K+$2.5K2026-11-03
Hilltop National Bank
UNCHANGED15015000%$54.9K$57.3K+$2.4K2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED14114100%$51.6K$53.9K+$2.3K2026-10-23
Edgemoor Investment Advisors, Inc.
NEW125—+125——$47.8K—2026-11-03
Eastern Bank
UNCHANGED12012000%$43.9K$45.9K+$1.9K2026-10-05
3 Factor Indexing, LLC
UNCHANGED11811800%$43.2K$45.1K+$1.9K2026-10-15
Bokf, NA
UNCHANGED11011000%$40.2K$42.0K+$1.8K2026-10-27
Trust Co
DECREASED106121-15-12%$44.3K$40.5K-$3.8K2026-10-09
Sage Mountain Advisors LLC
UNCHANGED10610600%$38.8K$40.5K+$1.7K2026-11-02
Markowski Investments
UNCHANGED10410400%$38.1K$39.7K+$1.7K2026-10-30
Lodestone Wealth Management LLC
UNCHANGED999900%$36.2K$37.8K+$1.6K2026-10-14
Realta Investment Advisors
UNCHANGED959500%$34.8K$36.3K+$1.5K2026-10-14
GK Wealth Management LLC
NEW94—+94——$35.9K—2026-10-09
Angeles Wealth Management, LLC
UNCHANGED949400%$34.4K$35.9K+$1.5K2026-10-26
Toth Financial Advisory Corp
UNCHANGED949400%$34.3K$35.9K+$1.6K2026-10-08
TFC Financial Management, Inc.
UNCHANGED909000%$32.9K$34.4K+$1.5K2026-10-26
Phillips Financial Management, LLC
UNCHANGED909000%$32.9K$34.4K+$1.5K2026-10-19
Team Financial Group, LLC
NEW85—+85——$32.5K—2026-10-30
Allspring Global Investments Holdings, LLC
UNCHANGED818100%$29.6K$31.2K+$1.5K2026-11-04
Evermay Wealth Management LLC
UNCHANGED777700%$28.2K$29.4K+$1.2K2026-11-05
Westside Investment Management, Inc.
UNCHANGED767600%$27.8K$29.0K+$1.2K2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED767600%$27.8K$29.0K+$1.2K2026-10-16
Trust Co of Toledo NA
UNCHANGED737300%$26.7K$27.9K+$1.2K2026-10-16
Cdkv Holdings LLC
UNCHANGED676700%$24.5K$25.6K+$1.1K2026-10-28
Caldwell Trust Co
UNCHANGED646400%$23.4K$24.5K+$1.0K2026-10-30
Birchwood Financial Partners, Inc.
UNCHANGED636300%$23.1K$24.2K+$1.1K2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED606000%$22.0K$22.9K+$9722026-10-13
Nemes Rush Group LLC
UNCHANGED606000%$22.0K$22.9K+$9732026-11-04
United Financial Planning Group LLC
UNCHANGED565600%$20.5K$21.4K+$9072026-11-04
Essential Partners LLC
NEW54—+54——$20.6K—2026-10-14
Goodman Advisory Group, LLC
NEW54—+54——$20.6K—2026-11-02
Root Financial Partners, LLC
NEW53—+53——$20.3K—2026-10-21
Versant Capital Management, Inc
UNCHANGED515100%$18.7K$19.5K+$8272026-10-02
Owl Creek Wealth Partners LLC
UNCHANGED474700%$17.2K$18.0K+$7622026-10-20
Breakwater Investment Management
UNCHANGED454500%$16.5K$17.2K+$7292026-10-20
Kelleher Financial Advisors
DECREASED4386-43-50%$31.5K$16.4K-$15.0K2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED4344-1-2%$15.9K$16.3K+$3242026-10-27
Noble Wealth Management PBC
UNCHANGED424200%$15.4K$16.0K+$6802026-10-01
Central Pacific Bank - Trust Division
UNCHANGED393900%$14.3K$14.9K+$6322026-10-06
Physician Wealth Advisors, Inc.
DECREASED3854-16-30%$19.7K$14.6K-$5.2K2026-10-20
Transce3nd, LLC
NEW36—+36——$13.9K—2026-10-26
NorthAvenue LLC
UNCHANGED353500%$12.9K$13.5K+$5732026-10-29
Fairway Wealth LLC
NEW34—+34——$13.0K—2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED333300%$12.1K$12.6K+$5352026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED333300%$12.1K$12.6K+$5352026-10-21
Avion Wealth
UNCHANGED313100%$11$11$02026-11-04
Creative Capital Management Investments LLC
NEW30—+30——$11.5K—2026-10-28
Holos Integrated Wealth LLC
NEW30—+30——$11.5K—2026-10-23
AlphaCore Capital LLC
UNCHANGED292900%$10.6K$11.1K+$4942026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED292900%$10.5K$11.0K+$4842026-11-02
GoalVest Advisory LLC
UNCHANGED282800%$10.2K$10.7K+$4542026-10-02
DecisionPoint Financial, LLC
UNCHANGED272700%$9.9K$10.3K+$4232026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED232300%$8.4K$8.8K+$3732026-11-02
Comprehensive Financial Planning, Inc.
DECREASED2223-1-4%$8.3K$8.6K+$3822026-10-27
Montgomery Financial Services LLC
NEW20—+20——$7.6K—2026-11-03
Rakuten Securities, Inc.
INCREASED205+15+300%$1.8K$7.6K+$5.8K2026-11-02
Alpine Bank Wealth Management
UNCHANGED202000%$7.3K$7.6K+$3252026-10-16
IFS Advisors, LLC
NEW19—+19——$7.3K—2026-10-14
Gilpin Wealth Management, LLC
UNCHANGED191900%$7.0K$7.3K+$3082026-10-09
Nova Financial LLC
NEW16—+16——$6.1K—2026-11-04
Provenance Wealth Advisors, LLC
NEW12—+12——$4.6K—2026-10-30
Livelsberger Financial Advisory
NEW11—+11——$4.2K—2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED111100%$4.0K$4.2K+$1782026-10-05
SRH Advisors, LLC
UNCHANGED101000%$3.7K$3.8K+$1622026-10-22
Raleigh Capital Management Inc.
UNCHANGED9900%$3.4K$3.5K+$1552026-10-28
Hazlett, Burt & Watson, Inc.
NEW8—+8——$3—2026-11-04
MJT & Associates Financial Advisory Group, Inc.
NEW8—+8——$3.1K—2026-10-07
Capital Investment Counsel, Inc
UNCHANGED4400%$1.5K$1.5K+$652026-10-20
Private Client Services, LLC
CLOSED025,258-25,258-100%$9.2M$0-$9.2M2026-10-02
Balefire, LLC
CLOSED013,021-13,021-100%$331.6K$0-$331.6K2026-10-09
MBA Advisors LLC
CLOSED011,920-11,920-100%$270.5K$0-$270.5K2026-10-29
WT Wealth Management
CLOSED06,926-6,926-100%$2.5M$0-$2.5M2026-10-13
Capital City Trust Co
CLOSED02,732-2,732-100%$999.6K$0-$999.6K2026-10-22
Graves Light Lenhart Wealth, Inc.
CLOSED01,443-1,443-100%$528.0K$0-$528.0K2026-10-09
Integrated Advisors Network LLC
CLOSED01,412-1,412-100%$516.6K$0-$516.6K2026-10-20
Integrity Investment Advisors, LLC
CLOSED0974-974-100%$356.5K$0-$356.5K2026-11-03
Simplicity Wealth,LLC
CLOSED0967-967-100%$353.7K$0-$353.7K2026-10-23
Indivisible Partners
CLOSED0769-769-100%$281.4K$0-$281.4K2026-10-26
Pettinga Financial Advisors LLC
CLOSED0727-727-100%$266.0K$0-$266.0K2026-10-13
J. Safra Sarasin Holding AG
CLOSED0727-727-100%$266.1K$0-$266.1K2026-10-26
Plan Group Financial, LLC
CLOSED0663-663-100%$242.7K$0-$242.7K2026-10-22
Daymark Wealth Partners, LLC
CLOSED0643-643-100%$235.3K$0-$235.3K2026-11-04
Central Valley Advisors, LLC
CLOSED0631-631-100%$230.8K$0-$230.8K2026-10-27
Zega Investments, LLC
CLOSED0619-619-100%$226.3K$0-$226.3K2026-11-04
HighRoad Wealth Advisors, LLC
CLOSED0607-607-100%$222.0K$0-$222.0K2026-10-14
Islay Capital Management, LLC
CLOSED0600-600-100%$219.5K$0-$219.5K2026-10-20
Stillwater Wealth Management Group
CLOSED0565-565-100%$206.7K$0-$206.7K2026-10-21
Town Capital LLC
CLOSED0552-552-100%$202.0K$0-$202.0K2026-11-03
Stone House Investment Management, LLC
CLOSED0464-464-100%$169.8K$0-$169.8K2026-10-23
Commonwealth Retirement Investments LLC
CLOSED0145-145-100%$53.1K$0-$53.1K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0135-135-100%$49.4K$0-$49.4K2026-10-14
International Assets Investment Management, LLC
CLOSED0126-126-100%$46.0K$0-$46.0K2026-11-02
Salem Investment Counselors Inc
CLOSED0125-125-100%$45.7K$0-$45.7K2026-10-13
Robinswood Financial LLC
CLOSED0123-123-100%$45.0K$0-$45.0K2026-10-20
Cornerstone Planning Group LLC
CLOSED0106-106-100%$39.1K$0-$39.1K2026-10-16
Tucker Asset Management LLC
CLOSED095-95-100%$34.9K$0-$34.9K2026-10-29
LifeSteps Financial, Inc.
CLOSED094-94-100%$34.4K$0-$34.4K2026-10-15
Dhjj Financial Advisors, Ltd.
CLOSED084-84-100%$30.7K$0-$30.7K2026-10-23
Tsfg, LLC
CLOSED057-57-100%$21.0K$0-$21.0K2026-10-23
Peoples Financial Services Corp.
CLOSED050-50-100%$18.3K$0-$18.3K2026-10-20
NBT Bank, N.A.
CLOSED046-46-100%$16.8K$0-$16.8K2026-10-21
Cedar Mountain Advisors, LLC
CLOSED036-36-100%$13.3K$0-$13.3K2026-10-15
GHP Investment Advisors, Inc.
CLOSED019-19-100%$7.0K$0-$7.0K2026-10-15
Gen-Wealth Partners Inc
CLOSED013-13-100%$4.8K$0-$4.8K2026-11-04
Pittenger & Anderson Inc
CLOSED011-11-100%$4.0K$0-$4.0K2026-11-02
Arvest Investments, Inc.
CLOSED08-8-100%$2.9K$0-$2.9K2026-10-21
Main Street Group, LTD
CLOSED04-4-100%$1.5K$0-$1.5K2026-10-28
Bank of America Corp
N/A—6,905,297-6,905,297-100%$2.5B———
Jones Financial Companies Lllp
N/A—2,381,659-2,381,659-100%$851.7M———
Morgan Stanley
N/A—1,838,021-1,838,021-100%$672.5M———
JPMorgan Chase & Co
N/A—1,610,763-1,610,763-100%$583.9M———
Goldman Sachs Group Inc
N/A—1,131,870-1,131,870-100%$414.1M———
LPL Financial LLC
N/A—1,010,763-1,010,763-100%$369.8M———
Wells Fargo & Company
N/A—823,462-823,462-100%$301.3M———
Cresset Asset Management, LLC
N/A—796,223-796,223-100%$291.3M———
UBS Group AG
N/A—660,714-660,714-100%$241.7M———
IEQ Capital, LLC
N/A—619,212-619,212-100%$226.6M———
PNC Financial Services Group, Inc.
N/A—431,143-431,143-100%$157.7M———
Focus Partners Wealth
N/A—429,435-429,435-100%$157.1M———
MAI Capital Management
N/A—411,508-411,508-100%$150.6M———
Raymond James Financial Inc
N/A—389,664-389,664-100%$142.6M———
Envestnet Asset Management Inc
N/A—317,295-317,295-100%$116.1M———
Bluespring Wealth Management, LLC
N/A—301,503-301,503-100%$110.3M———
Northwestern Mutual Wealth Management Co
N/A—293,013-293,013-100%$107.2M———
Ameriprise Financial Inc
N/A—266,483-266,483-100%$97.5M———
CM Wealth Advisors LLC
N/A—240,621-240,621-100%$88.0M———
Two Sigma Investments, LP
N/A—216,020-216,020-100%$79.0M———
AQR Capital Management LLC
N/A—188,022-188,022-100%$68.8M———
Bank of Montreal
N/A—176,845-176,845-100%$64.7M———
Beacon Pointe Advisors, LLC
N/A—173,639-173,639-100%$63.5M———
Ensign Peak Advisors, Inc
N/A—170,477-170,477-100%$62.4M———
FMR LLC
N/A—168,385-168,385-100%$61.6M———
Cerity Partners LLC
N/A—165,087-165,087-100%$60.4M———
OneDigital Investment Advisors LLC
N/A—163,230-163,230-100%$59.7M———
Mariner, LLC
N/A—153,807-153,807-100%$56.2M———
Royal Bank of Canada
N/A—149,836-149,836-100%$54.8M———
Sanctuary Advisors, LLC
N/A—147,078-147,078-100%$53.8M———
Quantinno Capital Management LP
N/A—136,461-136,461-100%$49.9M———
Osaic Holdings, Inc.
N/A—126,799-126,799-100%$46.4M———
Dorsey & Whitney Trust Co LLC
N/A—124,548-124,548-100%$45.6M———
Franklin Resources Inc
N/A—122,803-122,803-100%$44.9M———
Brown Advisory Inc
N/A—117,413-117,413-100%$43.0M———
Integrated Wealth Concepts LLC
N/A—103,797-103,797-100%$38.0M———
Cetera Investment Advisers
N/A—100,574-100,574-100%$36.8M———
Steward Partners Investment Advisory, LLC
N/A—95,113-95,113-100%$34.8M———
Pathstone Holdings, LLC
N/A—94,075-94,075-100%$34.4M———
Ackerman Asset Management, LLC
N/A—87,797-87,797-100%$32.1M———
Captrust Financial Advisors
N/A—78,860-78,860-100%$28.9M———
Empowered Funds, LLC
N/A—78,274-78,274-100%$28.6M———
Rockefeller Capital Management L.P.
N/A—73,569-73,569-100%$26.9M———
Mercer Global Advisors Inc
N/A—70,912-70,912-100%$25.9M———
&partners
N/A—68,534-68,534-100%$24.9M———
Natixis Advisors, LLC
N/A—67,113-67,113-100%$24.6M———
Panoramic Capital Partners, LLC
N/A—64,788-64,788-100%$23.7M———
Stratos Wealth Partners, Ltd.
N/A—61,144-61,144-100%$22.4M———
GTS Securities LLC
N/A—51,284-51,284-100%$18.8M———
One Wealth Advisors, LLC
N/A—51,150-51,150-100%$18.7M———
NewEdge Advisors, LLC
N/A—50,754-50,754-100%$18.6M———
Northern Trust Corp
N/A—50,617-50,617-100%$18.5M———
Merit Financial Group, LLC
N/A—50,035-50,035-100%$18.3M———
Brown Brothers Harriman & Co
N/A—46,531-46,531-100%$17.0M———
MB Generational Wealth, LLC
N/A—45,493-45,493-100%$16.6M———
Meridian Wealth Advisors, LLC
N/A—44,676-44,676-100%$16.3M———
Quest Investment Management LLC
N/A—44,014-44,014-100%$16.1M———
Waverly Advisors, LLC
N/A—43,152-43,152-100%$15.8M———
Pinnacle Financial Partners, Inc.
N/A—42,881-42,881-100%$15.7M———
MML Investors Services, LLC
N/A—42,875-42,875-100%$15.7M———
M&T Bank Corp
N/A—42,559-42,559-100%$15.6M———
Keebeck Wealth Management
N/A—42,205-42,205-100%$15.4M———
HighTower Advisors, LLC
N/A—42,080-42,080-100%$15.4M———
First National Bank of Omaha
N/A—41,795-41,795-100%$15.2M———
Stifel Financial Corp
N/A—40,223-40,223-100%$14.7M———
Wealth Alliance, LLC
N/A—39,392-39,392-100%$14.4M———
Continuum Advisory, LLC
N/A—36,644-36,644-100%$13.4M———
One Capital Management, LLC
N/A—34,278-34,278-100%$10.9M———
Equitable Holdings, Inc.
N/A—33,267-33,267-100%$12.2M———
Wharton Business Group, LLC
N/A—33,074-33,074-100%$12.1M———
EP Wealth Advisors, LLC
N/A—31,648-31,648-100%$11.6M———
Janney Montgomery Scott LLC
N/A—30,928-30,928-100%$11.3M———
Capital Analysts, LLC
N/A—30,234-30,234-100%$11.1M———
Es4, LLC
N/A—30,162-30,162-100%$11.0M———
Polianta Ltd
N/A—29,400-29,400-100%$10.8K———
Roble, Belko & Company, Inc
N/A—29,243-29,243-100%$10.7M———
Kickstand Ventures, Llc.
N/A—29,058-29,058-100%$10.6M———
Stock Yards Bank & Trust Co
N/A—28,998-28,998-100%$10.6M———
Aft, Forsyth & Sober, LLC
N/A—28,800-28,800-100%$9.2M———
Select Asset Management & Trust
N/A—28,301-28,301-100%$10.4M———
Ancora Advisors LLCA
N/A—27,193-27,193-100%$9.9M———
PMG Wealth Management, Inc.
N/A—27,139-27,139-100%$9.9M———
HSBC Holdings PLC
N/A—26,810-26,810-100%$9.8M———
Private Advisor Group, LLC
N/A—26,284-26,284-100%$9.6M———
United Capital Financial Advisors, LLC
N/A—25,514-25,514-100%$9.3M———
Snowden Capital Advisors LLC
N/A—25,291-25,291-100%$9.3M———
Liberty Wealth Management LLC
N/A—24,656-24,656-100%$7.8M———
Alliancebernstein L.P.
N/A—23,179-23,179-100%$7.4M———
XTX Topco Ltd
N/A—22,444-22,444-100%$8.2M———
Blair William & Co
N/A—21,831-21,831-100%$8.0M———
Federation des caisses Desjardins du Quebec
N/A—21,517-21,517-100%$7.9M———
SCS Capital Management LLC
N/A—21,284-21,284-100%$7.8M———
Granite Bay Wealth Management, LLC
N/A—20,973-20,973-100%$7.7M———
Johnson Investment Counsel Inc
N/A—20,321-20,321-100%$7.4M———
Van Hulzen Asset Management, LLC
N/A—20,271-20,271-100%$7.4M———
Savvy Advisors, Inc.
N/A—20,131-20,131-100%$7.4M———
Advisory Services Network, LLC
N/A—19,456-19,456-100%$7.1M———
Mayflower Financial Advisors, LLC
N/A—19,075-19,075-100%$7.0M———
BlackRock, Inc.
N/A—18,995-18,995-100%$6.9M———
Quotient Wealth Partners, LLC
N/A—18,810-18,810-100%$6.9M———
Huntington National Bank
N/A—17,946-17,946-100%$6.6M———
Moneta Group Investment Advisors LLC
N/A—17,637-17,637-100%$6.5M———
Veridan Wealth LLC
N/A—17,636-17,636-100%$6.5M———
NewEdge Wealth, LLC
N/A—17,538-17,538-100%$6.4M———
Arax Advisory Partners
N/A—17,527-17,527-100%$6.4M———
Fisher Asset Management, LLC
N/A—16,903-16,903-100%$6.2M———
Spectrum Planning & Advisory Services Inc.
N/A—16,049-16,049-100%$5.9M———
Wealthedge Investment Advisors, LLC
N/A—15,940-15,940-100%$5.8M———
D. E. Shaw & Co., Inc.
N/A—15,814-15,814-100%$5.8M———
Whittier Trust Co of Nevada Inc
N/A—14,865-14,865-100%$5.5M———
Susquehanna International Group, LLP
N/A—14,390-14,390-100%$5.3M———
IHT Wealth Management, LLC
N/A—14,257-14,257-100%$5.2M———
KM Capital Management Ltd.
N/A—13,652-13,652-100%$5.0M———
Dana Investment Advisors, Inc.
N/A—13,469-13,469-100%$4.9M———
BBR Partners, LLC
N/A—13,441-13,441-100%$4.9M———
Peloton Wealth Strategists
N/A—12,915-12,915-100%$4.7M———
JPL Wealth Management, LLC
N/A—12,550-12,550-100%$4.6M———
Wealthspire Advisors, LLC
N/A—12,512-12,512-100%$4.6M———
Summit Financial, LLC
N/A—12,396-12,396-100%$4.5M———
Canal Capital Management, LLC
N/A—12,363-12,363-100%$4.5M———
Gladstone Institutional Advisory LLC
N/A—12,147-12,147-100%$4.4M———
HM Payson & Co
N/A—12,114-12,114-100%$4.4M———
Dakota Wealth Management
N/A—11,916-11,916-100%$4.4M———
Arkadios Wealth Advisors
N/A—11,629-11,629-100%$4.3M———
Heritage Wealth Advisors
N/A—11,465-11,465-100%$4.2M———
Regal Investment Advisors LLC
N/A—11,439-11,439-100%$4.2M———
Runnymede Capital Advisors, Inc.
N/A—11,348-11,348-100%$4.2M———
Commerce Bank
N/A—10,842-10,842-100%$4.0M———
Renaissance Technologies LLC
N/A—10,680-10,680-100%$3.9M———
Black Swift Group, LLC
N/A—10,615-10,615-100%$3.9M———
Argent Trust Co
N/A—10,163-10,163-100%$3.7M———
Family Manage LLC
N/A—10,143-10,143-100%$3.7M———
Global Retirement Partners, LLC
N/A—10,075-10,075-100%$3.7M———
Xcelsior Advisor Partners LLC
N/A—9,802-9,802-100%$3.6M———
Jump Financial, LLC
N/A—9,510-9,510-100%$3.5M———
Sequoia Financial Advisors, LLC
N/A—9,198-9,198-100%$3.4M———
Summit Wealth Partners, LLC
N/A—8,915-8,915-100%$3.3M———
Howe & Rusling Inc
N/A—8,355-8,355-100%$3.1M———
Nova Wealth Management, Inc.
N/A—8,302-8,302-100%$3.0M———
Venturi Wealth Management, LLC
N/A—8,135-8,135-100%$3.0M———
Glenmede Trust Co NA
N/A—8,087-8,087-100%$3.0M———
Shared Vision Wealth Group LLC
N/A—7,864-7,864-100%$2.9M———
Kingsview Wealth Management, LLC
N/A—7,724-7,724-100%$2.8M———
Access Financial Services, Inc.
N/A—7,555-7,555-100%$2.8M———
CreativeOne Wealth, LLC
N/A—7,543-7,543-100%$2.8M———
Mutual Advisors, LLC
N/A—7,397-7,397-100%$2.7M———
5T Wealth, LLC
N/A—7,224-7,224-100%$2.6M———
Foundations Investment Advisors, LLC
N/A—7,148-7,148-100%$2.6M———
Scotia Capital Inc.
N/A—7,089-7,089-100%$2.6M———
Tortoise Investment Management, LLC
N/A—6,917-6,917-100%$2.5M———
RWA Wealth Partners, LLC
N/A—6,774-6,774-100%$2.5M———
O'shaughnessy Asset Management, LLC
N/A—6,581-6,581-100%$2.4M———
Rasp Wealth Solutions, LLC
N/A—6,549-6,549-100%$2.4M———
AE Wealth Management LLC
N/A—6,497-6,497-100%$2.4M———
Palumbo Wealth Management LLC
N/A—6,412-6,412-100%$2.3M———
Diversified Trust Co
N/A—6,267-6,267-100%$2.3M———
Flow Traders U.S. LLC
N/A—6,236-6,236-100%$2.3M———
Financial Concepts Unlimited, Inc.
N/A—6,169-6,169-100%$2.3M———
Nwam LLC
N/A—6,157-6,157-100%$2.3M———
Baird Financial Group, Inc.
N/A—6,112-6,112-100%$2.2M———
Henson-Edgewater Management, LLC
N/A—6,009-6,009-100%$2.3M———
Principal Securities, Inc.
N/A—5,906-5,906-100%$2.2M———
RiverFront Investment Group, LLC
N/A—5,836-5,836-100%$2.1M———
Tower Research Capital LLC (TRC)
N/A—5,790-5,790-100%$2.1M———
Evercore Wealth Management, LLC
N/A—5,775-5,775-100%$2.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,625-5,625-100%$2.1M———
JT Stratford LLC
N/A—5,585-5,585-100%$2.0M———
Great Valley Advisor Group, Inc.
N/A—5,492-5,492-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—5,409-5,409-100%$2.0M———
Curtis Wealth Management LLC
N/A—5,404-5,404-100%$2.0M———
Monograph Wealth Advisors, LLC
N/A—5,376-5,376-100%$2.0M———
Strait & Sound Wealth Management LLC
N/A—5,252-5,252-100%$1.9M———
National Bank of Canada
N/A—5,251-5,251-100%$1.9M———
Mission Creek Capital Partners, Inc.
N/A—5,232-5,232-100%$1.9M———
Baker Avenue Asset Management, LP
N/A—5,231-5,231-100%$1.9M———
Regimen Wealth, LLC
N/A—5,221-5,221-100%$1.9M———
Ibex Wealth Advisors
N/A—5,171-5,171-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—5,119-5,119-100%$1.9M———
Webster Bank, N. A.
N/A—4,889-4,889-100%$1.8M———
Clearstead Advisors, LLC
N/A—4,878-4,878-100%$1.8M———
HighPoint Advisor Group LLC
N/A—4,870-4,870-100%$1.8M———
Stephens Inc
N/A—4,847-4,847-100%$1.8M———
Cedar Wealth Management, LLC
N/A—4,784-4,784-100%$1.8M———
Belpointe Asset Management LLC
N/A—4,755-4,755-100%$1.7M———
Stonebrook Private Inc.
N/A—4,679-4,679-100%$1.7M———
Icon Wealth Advisors, LLC
N/A—4,643-4,643-100%$1.7M———
Jackson Wealth Management, LLC
N/A—4,497-4,497-100%$1.6M———
Rothschild Wealth LLC
N/A—4,459-4,459-100%$1.6M———
Measured Wealth Private Client Group, LLC
N/A—4,417-4,417-100%$1.6M———
RIK Saylor Financial, Inc.
N/A—4,396-4,396-100%$1.6M———
Nuveen, LLC
N/A—4,391-4,391-100%$1.6M———
Madison Wealth Partners, Inc
N/A—4,317-4,317-100%$1.6M———
Darwin Wealth Management, LLC
N/A—4,240-4,240-100%$1.6M———
NorthRock Partners, LLC
N/A—4,213-4,213-100%$1.5M———
Callan Family Office, LLC
N/A—4,156-4,156-100%$1.5M———
Wealthgarden F.S. LLC
N/A—3,959-3,959-100%$1.4M———
Bessemer Group Inc
N/A—3,950-3,950-100%$1.4M———
Sand Hill Global Advisors, LLC
N/A—3,805-3,805-100%$1.4M———
Smith, Moore & Co.
N/A—3,647-3,647-100%$1.3M———
Wrapmanager Inc
N/A—3,629-3,629-100%$1.3M———
Sovereign Financial Group, Inc.
N/A—3,571-3,571-100%$1.3M———
Inspire Advisors, LLC
N/A—3,538-3,538-100%$1.3M———
Vestmark Advisory Solutions, Inc.
N/A—3,516-3,516-100%$1.3M———
Maxele Advisors, LLC
N/A—3,490-3,490-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—3,454-3,454-100%$1.3M———
Blalock Williams, LLC
N/A—3,452-3,452-100%$1.3M———
Checchi Capital Advisers, LLC
N/A—3,436-3,436-100%$1.3M———
CIBC Bancorp USA Inc.
N/A—3,232-3,232-100%$1.2M———
QRG Capital Management, Inc.
N/A—3,232-3,232-100%$1.2M———
Twin Focus Capital Partners, LLC
N/A—3,230-3,230-100%$1.2M———
Lansing Street Advisors
N/A—3,168-3,168-100%$1.2M———
Fiduciary Group, LLC
N/A—3,167-3,167-100%$1.2M———
Permanent Capital Management, LP
N/A—3,149-3,149-100%$1.2M———
Davis Wealth Advisors, LLC
N/A—3,106-3,106-100%$1.1M———
EWA, LLC
N/A—3,067-3,067-100%$1.1M———
Citadel Advisors LLC
N/A—3,046-3,046-100%$1.1M———
Squarepoint Ops LLC
N/A—2,999-2,999-100%$1.1M———
Smartleaf Asset Management LLC
N/A—2,993-2,993-100%$1.1M———
Evelyn Partners Group Ltd
N/A—2,926-2,926-100%$400.2K———
Jane Street Group, LLC
N/A—2,872-2,872-100%$1.1M———
First Trust Advisors LP
N/A—2,841-2,841-100%$1.0M———
Western Wealth Management, LLC
N/A—2,839-2,839-100%$1.0M———
East Coast Asset Management, Llc.
N/A—2,746-2,746-100%$1.0M———
Qube Research & Technologies Ltd
N/A—2,736-2,736-100%$1.0M———
Theory Financial LLC
N/A—2,700-2,700-100%$987.8K———
Focus Partners Advisor Solutions, LLC
N/A—2,679-2,679-100%$980.4K———
Pallas Capital Advisors LLC
N/A—2,656-2,656-100%$971.6K———
Paradigm Capital Management, LLC
N/A—2,650-2,650-100%$970.0K———
Endeavor Private Wealth, Inc.
N/A—2,645-2,645-100%$967.6K———
Savant Capital, LLC
N/A—2,638-2,638-100%$965.2K———
Coldstream Capital Management Inc
N/A—2,626-2,626-100%$960.6K———
American Trust
N/A—2,626-2,626-100%$960.9K———
Two Sigma Securities, LLC
N/A—2,579-2,579-100%$943.6K———
Cary Street Partners Investment Advisory LLC
N/A—2,537-2,537-100%$928.2K———
Composition Wealth, LLC
N/A—2,532-2,532-100%$926.4K———
Aptus Capital Advisors, LLC
N/A—2,521-2,521-100%$922.2K———
Kovack Advisors, Inc.
N/A—2,521-2,521-100%$923.1K———
Advyzon Investment Management, LLC
N/A—2,483-2,483-100%$908.3K———
Tidemark, LLC
N/A—2,450-2,450-100%$896.4K———
Vision Retirement, LLC
N/A—2,435-2,435-100%$891.1K———
Twin Peaks Wealth Advisors, LLC
N/A—2,404-2,404-100%$879.5K———
Stokes Family Office, LLC
N/A—2,401-2,401-100%$878.5K———
Schnieders Capital Management, Llc.
N/A—2,359-2,359-100%$863.1K———
Asset Management Group, Inc.
N/A—2,302-2,302-100%$842.4K———
Golden Road Advisors LLC
N/A—2,180-2,180-100%$797.6K———
Tudor Financial Inc.
N/A—2,175-2,175-100%$795.8K———
Portland Global Advisors LLC
N/A—2,132-2,132-100%$780.0K———
LaSalle St. Investment Advisors, LLC
N/A—2,118-2,118-100%$774.9K———
Bawa N Mallick Trust
N/A—2,099-2,099-100%$768.0K———
Elm Partners Management LLC
N/A—2,083-2,083-100%$762.1K———
Curi Capital, LLC
N/A—2,003-2,003-100%$732.8K———
Modern Wealth Management, LLC
N/A—1,967-1,967-100%$719.6K———
Neuberger Berman Group LLC
N/A—1,944-1,944-100%$711.3K———
EQ LLC
N/A—1,907-1,907-100%$697.6K———
Bradley Foster & Sargent Inc
N/A—1,905-1,905-100%$697.0K———
Benjamin Edwards Inc
N/A—1,903-1,903-100%$696.4K———
Iconiq Capital, LLC
N/A—1,897-1,897-100%$694.1K———
Innovative Asset Advisors Group, LLC
N/A—1,880-1,880-100%$687.8K———
Financial Engines Advisors L.L.C.
N/A—1,826-1,826-100%$668.1K———
PCM Encore, LLC
N/A—1,808-1,808-100%$661.5K———
Bcgm Wealth Management, LLC
N/A—1,803-1,803-100%$659.8K———
Oxford Financial Group, Ltd. LLC
N/A—1,767-1,767-100%$646.5K———
Becker Capital Management Inc
N/A—1,765-1,765-100%$645.8K———
USA Financial Formulas
N/A—1,751-1,751-100%$640.6K———
Vident Advisory, LLC
N/A—1,730-1,730-100%$633.0K———
Beacon Bridge Wealth Partners, LLC
N/A—1,699-1,699-100%$621.6K———
Flputnam Investment Management Co
N/A—1,670-1,670-100%$545.5K———
Perennial Investment Advisors, LLC
N/A—1,577-1,577-100%$577.0K———
Resolute Wealth Advisor, Inc.
N/A—1,542-1,542-100%$490.5K———
Gambit Capital Management, LLC
N/A—1,507-1,507-100%$551.4K———
King Wealth Management Group
N/A—1,482-1,482-100%$542.0K———
HighMark Wealth Management LLC
N/A—1,465-1,465-100%$535.8K———
IFG Advisory, LLC
N/A—1,462-1,462-100%$535.0K———
MA Private Wealth
N/A—1,450-1,450-100%$530.5K———
Gould Asset Management LLC
N/A—1,440-1,440-100%$526.9K———
Silver OAK Securities, Incorporated
N/A—1,438-1,438-100%$526.1K———
Envestnet Portfolio Solutions, Inc.
N/A—1,438-1,438-100%$526.2K———
Calton & Associates, Inc.
N/A—1,415-1,415-100%$517.7K———
PFG Investments, LLC
N/A—1,412-1,412-100%$516.7K———
Talisman Wealth Advisors LLC
N/A—1,397-1,397-100%$511.2K———
Natural Investments, LLC
N/A—1,381-1,381-100%$505.0K———
Sonoma Allocations LLC
N/A—1,377-1,377-100%$505.3K———
Transcend Capital Advisors, LLC
N/A—1,350-1,350-100%$493.9K———
Yukon Wealth Management, Inc.
N/A—1,340-1,340-100%$490.6K———
Spinnaker Trust
N/A—1,324-1,324-100%$484.4K———
Nicolet Bankshares Inc
N/A—1,316-1,316-100%$486.3K———
Vanguard Personalized Indexing Management, LLC
N/A—1,313-1,313-100%$480.4K———
Sound Portfolio Advisors, LLC
N/A—1,308-1,308-100%$478.6K———
King Luther Capital Management Corp
N/A—1,290-1,290-100%$472.0K———
Johnson Financial Group, Inc.
N/A—1,288-1,288-100%$471.2K———
Hilltop Wealth Advisors, LLC
N/A—1,288-1,288-100%$471.2K———
Betterment LLC
N/A—1,238-1,238-100%$453.0K———
PAX Financial Group, LLC
N/A—1,234-1,234-100%$451.5K———
Keystone Financial Services
N/A—1,234-1,234-100%$451.7K———
Seneca House Advisors
N/A—1,226-1,226-100%$448.5K———
World Investment Advisors
N/A—1,212-1,212-100%$390.4K———
Cary Street Partners Financial LLC
N/A—1,204-1,204-100%$440.4K———
Leith Wheeler Investment Counsel Ltd.
N/A—1,200-1,200-100%$439.0K———
UBS Asset Management Americas LLC
N/A—1,194-1,194-100%$436.8K———
Northstar Asset Management Inc
N/A—1,194-1,194-100%$436.8K———
AFT, Forsyth & Company, Inc.
N/A—1,175-1,175-100%$429.9K———
Cannell & Spears LLC
N/A—1,112-1,112-100%$406.8K———
Ballentine Partners, LLC
N/A—1,110-1,110-100%$406.1K———
Centaurus Financial, Inc.
N/A—1,102-1,102-100%$403.0K———
Advance Capital Management, Inc.
N/A—1,095-1,095-100%$400.5K———
Optas, LLC
N/A—1,066-1,066-100%$390.0K———
Marco Investment Management LLC
N/A—1,050-1,050-100%$384.2K———
Earned Wealth Advisors, LLC
N/A—1,042-1,042-100%$381.3K———
Alta Wealth Advisors LLC
N/A—1,033-1,033-100%$378.0K———
HBK Sorce Advisory LLC
N/A—1,024-1,024-100%$389.9K———
Whittier Trust Co
N/A—1,024-1,024-100%$378.4K———
Bartlett & Co. Wealth Management LLC
N/A—1,011-1,011-100%$369.9K———
Werba Rubin Papier Wealth Management
N/A—999-999-100%$365.4K———
Chatterton & Associates Inc.
N/A—991-991-100%$366.9K———
Sequent Asset Management, LLC
N/A—989-989-100%$361.8K———
CIBC World Market Inc.
N/A—979-979-100%$358.2K———
Melfa Wealth Management, Inc.
N/A—975-975-100%$356.7K———
Tyche Wealth Partners LLC
N/A—956-956-100%$349.7K———
Hanover Advisors Inc
N/A—950-950-100%$347.6K———
FLC Capital Advisors
N/A—936-936-100%$342.5K———
Freedom Investment Management, Inc.
N/A—926-926-100%$338.8K———
Payne Capital Management, LLC
N/A—900-900-100%$329.3K———
Crewe Advisors LLC
N/A—896-896-100%$327.8K———
Clare Market Investments LLC
N/A—895-895-100%$327.5K———
GTS Financial, LLC
N/A—895-895-100%$272.4K———
Game Plan Financial Advisors, LLC
N/A—862-862-100%$315.4K———
Russell Investments Group, Ltd.
N/A—826-826-100%$302.3K———
Leavell Investment Management, Inc.
N/A—815-815-100%$298.2K———
ForthRight Wealth Management, LLC
N/A—804-804-100%$294.2K———
Gotham Asset Management, LLC
N/A—802-802-100%$293.4K———
Main Street Financial Solutions, LLC
N/A—790-790-100%$289.0K———
WealthCollab, LLC
N/A—787-787-100%$287.9K———
Essex Financial Services, Inc.
N/A—780-780-100%$285.4K———
Edgestream Partners, L.P.
N/A—769-769-100%$281.4K———
American Financial Advisors, LLC
N/A—757-757-100%$277.0K———
Birchcreek Wealth Management, LLC
N/A—748-748-100%$273.7K———
Atlantic Union Bankshares Corp
N/A—747-747-100%$273.3K———
Mcmorgan & Co LLC
N/A—740-740-100%$270.7K———
Performance Wealth Partners, LLC
N/A—738-738-100%$270.0K———
First Foundation Advisors
N/A—730-730-100%$267.1K———
Stratos Wealth Advisors, LLC
N/A—725-725-100%$265.3K———
Harbour Investments, Inc.
N/A—720-720-100%$263.6K———
Ethos Financial Group, LLC
N/A—719-719-100%$263.1K———
Barclays PLC
N/A—700-700-100%$256.1K———
Lbmc Investment Advisors, LLC
N/A—697-697-100%$254.9K———
Foster & Motley Inc
N/A—696-696-100%$255.0K———
Strategic Investment Solutions, Inc.
N/A—694-694-100%$254.3K———
Valmark Advisers, Inc.
N/A—691-691-100%$252.8K———
WNY Asset Management, LLC
N/A—686-686-100%$251.0K———
Cornerstone Advisors Asset Management, LLC
N/A—680-680-100%$248.7K———
Brookwood Investment Group LLC
N/A—679-679-100%$248.4K———
Sheridan Capital Management, LLC
N/A—666-666-100%$243.7K———
Quantbot Technologies LP
N/A—658-658-100%$240.7K———
Jordan Park Group LLC
N/A—658-658-100%$240.7K———
Silvercrest Asset Management Group LLC
N/A—650-650-100%$237.8K———
Clark Capital Management Group, Inc.
N/A—627-627-100%$229.4K———
J. Mark Nickell & Co.
N/A—611-611-100%$223.5K———
Fidelis Capital Partners, LLC
N/A—608-608-100%$222.4K———
GWN Securities Inc.
N/A—607-607-100%$222.2K———
Invesco Ltd.
N/A—604-604-100%$221.0K———
Summit Trail Advisors, LLC
N/A—601-601-100%$219.9K———
WealthShield Partners, LLC
N/A—596-596-100%$218.1K———
Prosperity Consulting Group, LLC
N/A—594-594-100%$217.3K———
Vista Investment Management
N/A—589-589-100%$215.5K———
Strategic Wealth Partners, Ltd.
N/A—582-582-100%$213.1K———
Marble Wealth, LLC
N/A—575-575-100%$210.2K———
Advisors Capital Management, LLC
N/A—573-573-100%$210.0K———
IMA Advisory Services, Inc.
N/A—573-573-100%$209.6K———
Texas Capital Bank Wealth Management Services Inc
N/A—572-572-100%$209.3K———
Indie Asset Partners, LLC
N/A—565-565-100%$206.7K———
Traub Capital Management LLC
N/A—560-560-100%$204.9K———
HHM Wealth Advisors, LLC
N/A—557-557-100%$203.8K———
Moors & Cabot, Inc.
N/A—550-550-100%$201.2K———
BFC Planning, Inc.
N/A—541-541-100%$197.8K———
Dunhill Financial, LLC
N/A—517-517-100%$189.5K———
Vanguard Advisers Inc
N/A—462-462-100%$169.1K———
Wellington Grp LLC
N/A—417-417-100%$132.6K———
Synergy Investment Management, LLC
N/A—393-393-100%$143.7K———
Purpose Unlimited Inc.
N/A—359-359-100%$131.2K———
Allworth Financial LP
N/A—345-345-100%$126.2K———
Millstone Evans Group, LLC
N/A—328-328-100%$120.0K———
Deutsche Bank Ag\
N/A—325-325-100%$118.9K———
Dixon Mitchell Investment Counsel Inc.
N/A—318-318-100%$116.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—312-312-100%$114.2K———
Migdal Insurance & Financial Holdings Ltd.
N/A—301-301-100%$110.1K———
Colonial Trust Co / SC
N/A—264-264-100%$96.6K———
Colonial Trust Advisors
N/A—255-255-100%$93.3K———
N.E.W. Advisory Services LLC
N/A—254-254-100%$93.1K———
Collier Financial
N/A—242-242-100%$88.4K———
Rhumbline Advisers
N/A—233-233-100%$85.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—233-233-100%$85.3K———
Kerr Financial Planning Corp
N/A—202-202-100%$73.9K———
Orion Capital Management LLC
N/A—199-199-100%$72.8K———
Copia Wealth Management
N/A—194-194-100%$71.0K———
Investment Counsel Co of Nevada
N/A—194-194-100%$71.0K———
Tiaa Wealth Investment Management LLC
N/A—174-174-100%$63.1K———
Geneos Wealth Management Inc.
N/A—168-168-100%$61.6K———
Coston, McIsaac & Partners
N/A—157-157-100%$57.0K———
Glassman Wealth Services
N/A—135-135-100%$49.4K———
PIN OAK Investment Advisors Inc
N/A—133-133-100%$49.0K———
SouthState Bank Corp
N/A—132-132-100%$48.3K———
SHP Wealth Management
N/A—128-128-100%$46.7K———
Fiduciary Financial Advisors
N/A—109-109-100%$39.9K———
Ameriflex Group, Inc.
N/A—103-103-100%$37.7K———
Graney & King, LLC
N/A—103-103-100%$37.8K———
Operose Advisors LLC
N/A—100-100-100%$36.6K———
FWL Investment Management, LLC
N/A—100-100-100%$36.6K———
JDM Financial Group LLC
N/A—100-100-100%$36.6K———
Tiaa Trust, National Association
N/A—98-98-100%$35.9K———
Hantz Financial Services, Inc.
N/A—97-97-100%$35———
Corsicana & Co.
N/A—97-97-100%$35.5K———
Central Trust Co
N/A—91-91-100%$33.3K———
Harborfront Financial Group LLC
N/A—81-81-100%$29.6K———
Fourth Dimension Wealth, LLC
N/A—81-81-100%$29.7K———
NBH Bank
N/A—77-77-100%$28.2K———
First Command Advisory Services, Inc.
N/A—77-77-100%$28.2K———
Park Place Capital Corp
N/A—65-65-100%$23.9K———
Anchor Investment Management, LLC
N/A—64-64-100%$23.4K———
Truvestments Capital LLC
N/A—62-62-100%$22.7K———
Bogart Wealth, LLC
N/A—61-61-100%$22.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—60-60-100%$21.8K———
BOK Financial Private Wealth, Inc.
N/A—55-55-100%$20.1K———
Kilter Group LLC
N/A—51-51-100%$18.7K———
Ogorek Anthony Joseph
N/A—48-48-100%$17———
UMB Bank, n.a.
N/A—42-42-100%$15.4K———
Topsail Wealth Management, LLC
N/A—40-40-100%$14.6K———
Founders Financial Alliance, LLC
N/A—38-38-100%$13.9K———
Paladin Advisory Group, LLC
N/A—36-36-100%$13.2K———
Benson Wealth Management Inc
N/A—33-33-100%$12.1K———
Crews Bank & Trust
N/A—33-33-100%$12.1K———
Capital Advisor Network LLC
N/A—26-26-100%$9.5K———
Silicon Valley Capital Partners
N/A—25-25-100%$9.3K———
BNP Paribas Financial Markets
N/A—22-22-100%$8.0K———
Ankerstar Wealth, LLC
N/A—18-18-100%$6.6K———
Strategic Wealth Advisors LLC
N/A—18-18-100%$6———
Delta Asset Management LLC
N/A—16-16-100%$5.9K———
Tanglewood Legacy Advisors, LLC
N/A—14-14-100%$5.1K———
Imprint Wealth LLC
N/A—14-14-100%$5.1K———
Richard W. Paul & Associates, LLC
N/A—13-13-100%$4.8K———
ST Germain D J Co Inc
N/A—9-9-100%$3.3K———
Alerus Financial NA
N/A—9-9-100%$3.3K———
Coppell Advisory Solutions LLC
N/A—8-8-100%$5.5M———
Caitlin John, LLC
N/A—4-4-100%$1.5K———
New Republic Capital, LLC
N/A—4-4-100%$1.5K———
Chelsea Counsel Co
N/A—3-3-100%$1.1K———
Showing 1077 of 1077 institutions