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Ishares Core S&P Total U.S. (ITOT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blue Trust, Inc.
INCREASED
Shares4,111,774 from 4,090,776
Change+20,998 (+1%)
Value$683.7M (+$11.7M)
Filed 2026-10-15
SigFig Wealth Management, LLC
DECREASED
Shares3,998,550 from 4,070,270
Change-71,720 (-2%)
Value$664.9M (+$1.1M)
Filed 2026-10-07
Single Point Partners, LLC
INCREASED
Shares2,238,938 from 2,234,223
Change+4,715 (+0%)
Value$16.1M (+$942.7K)
Filed 2026-10-19
Auto-Owners Insurance Co
DECREASED
Shares2,165,694 from 3,037,774
Change-872,080 (-29%)
Value$360.1M (-$138.9M)
Filed 2026-10-15
Creative Planning
DECREASED
Shares2,046,336 from 2,063,768
Change-17,432 (-1%)
Value$340.3M (+$1.2M)
Filed 2026-11-02
Sentinel Trust Co LBA
DECREASED
Shares1,746,623 from 1,777,298
Change-30,675 (-2%)
Value$290.4M (+$290.1M)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares1,698,972 from 1,634,628
Change+64,344 (+4%)
Value$282.5M (+$14.0M)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
INCREASED
Shares1,660,353 from 1,494,425
Change+165,928 (+11%)
Value$276.1M (+$30.6M)
Filed 2026-10-30
Evensky & Katz LLC
INCREASED
Shares1,637,516 from 1,596,396
Change+41,120 (+3%)
Value$272.3K (-$262.0M)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,488,814 from 1,517,244
Change-28,430 (-2%)
Value$247.6M (-$1.7M)
Filed 2026-10-20
Goldstein Advisors, LLC
INCREASED
Shares1,264,241 from 1,245,712
Change+18,529 (+1%)
Value$210.2M (+$5.6M)
Filed 2026-10-15
LJI Wealth Management, LLC
INCREASED
Shares1,203,302 from 1,183,884
Change+19,418 (+2%)
Value$200.1M (+$5.6M)
Filed 2026-10-28
Tanager Wealth Management LLP
INCREASED
Shares1,145,169 from 1,100,577
Change+44,592 (+4%)
Value$190.4M (+$9.6M)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares1,141,308 from 1,288,810
Change-147,502 (-11%)
Value$189.8M (-$21.9M)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares1,091,910 from 1,076,654
Change+15,256 (+1%)
Value$181.6M (+$4.7M)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares1,086,167 from 1,106,752
Change-20,585 (-2%)
Value$180.6M (-$1.2M)
Filed 2026-11-03
Winthrop Advisory Group LLC
INCREASED
Shares1,048,904 from 1,025,806
Change+23,098 (+2%)
Value$174.4M (+$5.9M)
Filed 2026-10-22
HB Wealth Management, LLC
DECREASED
Shares976,094 from 998,509
Change-22,415 (-2%)
Value$162.3M (-$1.7M)
Filed 2026-10-23
Constellation Investments, Inc.
DECREASED
Shares886,056 from 1,108,000
Change-221,944 (-20%)
Value$147.3M (-$34.7M)
Filed 2026-10-28
Facet Wealth, Inc.
DECREASED
Shares722,015 from 763,136
Change-41,121 (-5%)
Value$120.1M (-$5.3M)
Filed 2026-11-04
Cisco Systems, Inc.
DECREASED
Shares720,000 from 1,297,500
Change-577,500 (-45%)
Value$119.7M (-$93.4M)
Filed 2026-10-15
True Link Financial Advisors, LLC
DECREASED
Shares688,435 from 703,778
Change-15,343 (-2%)
Value$114.5M (-$1.1M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares667,556 from 676,753
Change-9,197 (-1%)
Value$111.0K (-$111.1M)
Filed 2026-11-02
Friday Financial
INCREASED
Shares650,357 from 523,396
Change+126,961 (+24%)
Value$108.4M (+$22.5M)
Filed 2026-10-09
Ullmann Wealth Partners Group, LLC
DECREASED
Shares602,265 from 608,438
Change-6,173 (-1%)
Value$100.1M (+$196.6K)
Filed 2026-11-02
Johnson Bixby & Associates, LLC
INCREASED
Shares589,245 from 588,632
Change+613 (+0%)
Value$98.0M (+$1.3M)
Filed 2026-10-14
Correct Capital Wealth Management
INCREASED
Shares574,414 from 546,145
Change+28,269 (+5%)
Value$95.5M (+$5.8M)
Filed 2026-11-02
Allen Investment Management, LLC
INCREASED
Shares522,208 from 179,994
Change+342,214 (+190%)
Value$86.8M (+$57.3M)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED
Shares448,067 from 429,338
Change+18,729 (+4%)
Value$74.5M (+$4.0M)
Filed 2026-11-05
Simon Quick Advisors, LLC
INCREASED
Shares439,080 from 438,896
Change+184 (+0%)
Value$73.0M (+$912.8K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares435,212 from 421,807
Change+13,405 (+3%)
Value$72.4M (+$3.1M)
Filed 2026-11-02
Northwest Wealth Management, LLC
INCREASED
Shares426,385 from 403,829
Change+22,556 (+6%)
Value$70.9M (+$4.6M)
Filed 2026-10-30
Regatta Capital Group, LLC
INCREASED
Shares424,760 from 401,634
Change+23,126 (+6%)
Value$70.6M (+$4.7M)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares384,830 from 394,277
Change-9,447 (-2%)
Value$64.0M (-$778.2K)
Filed 2026-10-15
BLB&B Advisors, LLC
INCREASED
Shares363,517 from 359,749
Change+3,768 (+1%)
Value$60.4M (+$1.3M)
Filed 2026-10-27
Strategic Point Investment Advisors, LLC
INCREASED
Shares359,810 from 358,955
Change+855 (+0%)
Value$59.8M (+$863.7K)
Filed 2026-10-29
Smallwood Wealth Investment Management, LLC
DECREASED
Shares345,399 from 347,654
Change-2,255 (-1%)
Value$57.4M (+$323.9K)
Filed 2026-10-30
jvl associates llc
DECREASED
Shares338,675 from 351,336
Change-12,661 (-4%)
Value$56.3M (-$1.4M)
Filed 2026-10-09
Kondo Wealth Advisors, Inc.
INCREASED
Shares329,462 from 327,735
Change+1,727 (+1%)
Value$54.8M (+$945.8K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
INCREASED
Shares327,650 from 165,672
Change+161,978 (+98%)
Value$54.5M (+$27.3M)
Filed 2026-10-23
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares326,798 from 332,253
Change-5,455 (-2%)
Value$54.3M (-$239.2K)
Filed 2026-10-13
Family Wealth Partners, LLC
INCREASED
Shares325,040 from 312,866
Change+12,174 (+4%)
Value$54.0M (+$2.7M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares319,887 from 297,958
Change+21,929 (+7%)
Value$50.7M (+$4.5M)
Filed 2026-10-13
JGP Wealth Management, LLC
INCREASED
Shares314,483 from 306,602
Change+7,881 (+3%)
Value$52.3M (+$1.9M)
Filed 2026-10-13
Ironsides Asset Advisors, LLC
INCREASED
Shares289,812 from 289,330
Change+482 (+0%)
Value$48.2M (+$661.8K)
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares284,872 from 233,503
Change+51,369 (+22%)
Value$47.4M (+$9.0M)
Filed 2026-11-05
Financial Designs Corp
DECREASED
Shares281,068 from 281,221
Change-153 (0%)
Value$46.7M (+$539.8K)
Filed 2026-10-09
Steinberganna Wealth Management
DECREASED
Shares259,148 from 263,439
Change-4,291 (-2%)
Value$43.1M (-$183.9K)
Filed 2026-10-23
Squire Investment Management Company, LLC
INCREASED
Shares258,207 from 242,293
Change+15,914 (+7%)
Value$42.9M (+$3.1M)
Filed 2026-11-03
Aspirean Wealth, LLC
INCREASED
Shares253,288 from 244,442
Change+8,846 (+4%)
Value$42.1M (+$2.0M)
Filed 2026-11-03
Procyon Advisors, LLC
DECREASED
Shares242,740 from 260,383
Change-17,643 (-7%)
Value$40.4M (-$2.4M)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares242,034 from 255,344
Change-13,310 (-5%)
Value$40.2M (-$1.7M)
Filed 2026-10-30
Coquina Private Wealth LLC
DECREASED
Shares234,761 from 235,715
Change-954 (0%)
Value$39.0M (+$315.1K)
Filed 2026-10-27
Independent Order of Foresters
UNCHANGED
Shares233,510 from 233,510
Change0 (0%)
Value$38.8M (+$469.4K)
Filed 2026-11-05
Klaas Financial Asset Advisors, LLC
DECREASED
Shares232,362 from 245,825
Change-13,463 (-5%)
Value$38.6M (-$1.7M)
Filed 2026-10-19
Aerodigm Wealth, LLC
DECREASED
Shares223,800 from 224,371
Change-571 (0%)
Value$37.2M (+$355.9K)
Filed 2026-10-16
Planned Solutions, Inc.
DECREASED
Shares218,489 from 238,648
Change-20,159 (-8%)
Value$36.3M (-$2.9M)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares217,649 from 207,455
Change+10,194 (+5%)
Value$36.2M (+$2.1M)
Filed 2026-10-29
Sendero Wealth Management, LLC
INCREASED
Shares215,827 from 215,586
Change+241 (+0%)
Value$35.9M (+$473.4K)
Filed 2026-10-14
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares205,602 from 209,155
Change-3,553 (-2%)
Value$34.2M (-$170.4K)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares201,764 from 196,157
Change+5,607 (+3%)
Value$33.5M (+$1.3M)
Filed 2026-10-07
Advus Financial Partners, LLC
DECREASED
Shares198,865 from 199,788
Change-923 (0%)
Value$33.1M (+$248.2K)
Filed 2026-10-20
Sweeney & Michel, LLC
INCREASED
Shares198,320 from 196,749
Change+1,571 (+1%)
Value$33.0M (-$388.0K)
Filed 2026-10-16
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares194,000 from 97,000
Change+97,000 (+100%)
Value$32.3M (+$16.3M)
Filed 2026-10-29
True Private Wealth Advisors
INCREASED
Shares191,953 from 189,648
Change+2,305 (+1%)
Value$31.9M (+$764.6K)
Filed 2026-10-19
Prism Planning Partners LLC
INCREASED
Shares188,370 from 174,303
Change+14,067 (+8%)
Value$31.3M (+$2.7M)
Filed 2026-10-27
Canvas Wealth Advisors, LLC
DECREASED
Shares185,051 from 192,444
Change-7,393 (-4%)
Value$31.1M (-$537.1K)
Filed 2026-11-02
Financial Partners Group, Inc
INCREASED
Shares183,432 from 177,720
Change+5,712 (+3%)
Value$30.5M (+$1.3M)
Filed 2026-10-19
MontVue Capital Management, Inc.
DECREASED
Shares182,354 from 186,235
Change-3,881 (-2%)
Value$30.3M (-$271.0K)
Filed 2026-10-19
Cherrydale Wealth Management, LLC
INCREASED
Shares181,034 from 180,880
Change+154 (+0%)
Value$30.1M (+$389.1K)
Filed 2026-10-20
Cigna Investments Inc
DECREASED
Shares176,432 from 189,462
Change-13,030 (-7%)
Value$29.3K (-$31.1M)
Filed 2026-10-19
Aletheian Wealth Advisors LLC
INCREASED
Shares176,143 from 165,712
Change+10,431 (+6%)
Value$29.3M (+$2.1M)
Filed 2026-10-08
Catalyst Private Wealth, LLC
INCREASED
Shares175,167 from 168,335
Change+6,832 (+4%)
Value$29.1M (+$1.5M)
Filed 2026-10-13
Durante & Waters, LLC
DECREASED
Shares170,116 from 170,830
Change-714 (0%)
Value$28.3M (+$224.6K)
Filed 2026-10-28
Peirce Capital Management, LLC
INCREASED
Shares167,052 from 166,936
Change+116 (+0%)
Value$27.8M (+$354.9K)
Filed 2026-10-19
Kaufman Rossin Wealth, LLC
INCREASED
Shares166,493 from 155,765
Change+10,728 (+7%)
Value$27.7M (+$2.0M)
Filed 2026-10-19
Patton Albertson Miller Group, LLC
DECREASED
Shares163,889 from 165,733
Change-1,844 (-1%)
Value$27.3M (+$26.5K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares163,472 from 162,554
Change+918 (+1%)
Value$27.2M (+$479.5K)
Filed 2026-11-03
Friedenthal Financial
INCREASED
Shares162,233 from 156,657
Change+5,576 (+4%)
Value$27.0M (+$1.2M)
Filed 2026-10-27
North Dakota State Investment Board
NEW
Shares159,727
Change+159,727
Value$26.6M
Filed 2026-10-27
TruNorth Capital Management, LLC
DECREASED
Shares157,402 from 158,382
Change-980 (-1%)
Value$26.2M (+$155.5K)
Filed 2026-10-14
Plancorp, LLC
DECREASED
Shares155,495 from 155,944
Change-449 (0%)
Value$25.6M (+$39.8K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares155,494 from 157,983
Change-2,489 (-2%)
Value$25.9M (-$96.2K)
Filed 2026-11-05
Life Planning Partners, Inc
DECREASED
Shares154,926 from 161,686
Change-6,760 (-4%)
Value$25.8M (-$799.1K)
Filed 2026-10-28
Weatherly Asset Management L. P.
DECREASED
Shares154,732 from 156,378
Change-1,646 (-1%)
Value$25.7M (+$40.7K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares150,092 from 82,684
Change+67,408 (+82%)
Value$25.0M (+$11.4M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares145,757 from 134,664
Change+11,093 (+8%)
Value$24.2M (+$2.1M)
Filed 2026-10-08
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares138,368 from 127,278
Change+11,090 (+9%)
Value$23.0M (+$2.1M)
Filed 2026-10-19
Koshinski Asset Management, Inc.
DECREASED
Shares138,155 from 141,123
Change-2,968 (-2%)
Value$23.0M (-$209.9K)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
DECREASED
Shares137,042 from 139,122
Change-2,080 (-1%)
Value$22.8M (-$66.2K)
Filed 2026-10-22
Gleason Group, Inc.
DECREASED
Shares135,429 from 136,029
Change-600 (0%)
Value$22.5M (+$173.7K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
DECREASED
Shares132,867 from 136,077
Change-3,210 (-2%)
Value$22.1M (+$2.7M)
Filed 2026-10-13
Hickory Point Bank & Trust
UNCHANGED
Shares132,700 from 132,700
Change0 (0%)
Value$22.1M (+$266.7K)
Filed 2026-10-01
Heck Capital Advisors, LLC
DECREASED
Shares132,191 from 137,213
Change-5,022 (-4%)
Value$22.0M (-$559.3K)
Filed 2026-10-14
Crestwood Advisors Group, LLC
DECREASED
Shares131,142 from 138,849
Change-7,707 (-6%)
Value$21.8M (-$1.0M)
Filed 2026-10-27
Beacon Financial Group
DECREASED
Shares126,367 from 128,412
Change-2,045 (-2%)
Value$21.0M (-$81.9K)
Filed 2026-10-19
Stevens Capital Partners
INCREASED
Shares125,463 from 123,645
Change+1,818 (+1%)
Value$20.9M (+$550.8K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares122,603 from 118,813
Change+3,790 (+3%)
Value$20.4M (+$869.0K)
Filed 2026-10-16
Romano Brothers and Company
DECREASED
Shares122,433 from 125,216
Change-2,783 (-2%)
Value$20.4M (-$211.0K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
DECREASED
Shares120,154 from 127,829
Change-7,675 (-6%)
Value$20.0M (-$1.0M)
Filed 2026-10-20
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares116,776 from 119,402
Change-2,626 (-2%)
Value$19.4M (-$196.7K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares116,739 from 113,099
Change+3,640 (+3%)
Value$19.4M (+$832.7K)
Filed 2026-10-26
Sjbenen Advisory, LLC
INCREASED
Shares116,708 from 107,979
Change+8,729 (+8%)
Value$19.6M (+$1.9M)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares115,377 from 111,690
Change+3,687 (+3%)
Value$19.2M (+$837.3K)
Filed 2026-10-13
NWF Advisory Services Inc.
INCREASED
Shares114,641 from 111,718
Change+2,923 (+3%)
Value$19.1M (+$710.6K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares111,965 from 109,886
Change+2,079 (+2%)
Value$18.6M (+$566.4K)
Filed 2026-10-22
Elevate Wealth Advisory, Inc
INCREASED
Shares111,607 from 110,597
Change+1,010 (+1%)
Value$18.6M (+$390.3K)
Filed 2026-10-29
Solstein Capital, LLC
INCREASED
Shares109,000 from 108,819
Change+181 (+0%)
Value$18.1M (+$248.8K)
Filed 2026-11-02
Fulcrum Equity Management
INCREASED
Shares108,066 from 74,778
Change+33,288 (+45%)
Value$18.0M (+$5.7M)
Filed 2026-10-21
Evansbrook LLC
INCREASED
Shares106,386 from 103,519
Change+2,867 (+3%)
Value$17.7M (+$684.7K)
Filed 2026-10-16
Smith Shellnut Wilson LLC
INCREASED
Shares105,298 from 96,560
Change+8,738 (+9%)
Value$17.5M (+$1.6M)
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares105,002 from 93,041
Change+11,961 (+13%)
Value$17.5M (+$2.2M)
Filed 2026-10-28
Cosner Financial Group, LLC
INCREASED
Shares104,437 from 104,050
Change+387 (+0%)
Value$17.4M (+$273.7K)
Filed 2026-11-03
GuidedMoney, LLC
INCREASED
Shares103,610 from 90,113
Change+13,497 (+15%)
Value$17.2M (+$2.4M)
Filed 2026-10-29
Endowment Wealth Management, Inc.
INCREASED
Shares103,138 from 94,640
Change+8,498 (+9%)
Value$17.1M (+$1.6M)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares102,562 from 96,010
Change+6,552 (+7%)
Value$17.0M (+$1.4M)
Filed 2026-10-27
Kaydan Wealth Management, Inc.
DECREASED
Shares102,321 from 104,642
Change-2,321 (-2%)
Value$17.0M (-$175.6K)
Filed 2026-10-08
Cynosure Group, LLC
DECREASED
Shares101,874 from 105,382
Change-3,508 (-3%)
Value$16.9M (-$371.4K)
Filed 2026-11-03
WBH Advisory Inc
DECREASED
Shares99,640 from 99,882
Change-242 (0%)
Value$16.6M (+$160.6K)
Filed 2026-11-05
Glenview Trust Co
INCREASED
Shares98,806 from 97,742
Change+1,064 (+1%)
Value$16.4M (+$373.4K)
Filed 2026-10-28
Jmac Enterprises LLC
INCREASED
Shares98,603 from 98,027
Change+576 (+1%)
Value$16.4M (+$292.8K)
Filed 2026-10-30
HMV Wealth Advisors, LLC
INCREASED
Shares97,018 from 92,827
Change+4,191 (+5%)
Value$16.1M (+$883.5K)
Filed 2026-10-27
Greenleaf Trust
DECREASED
Shares96,440 from 108,349
Change-11,909 (-11%)
Value$16.0M (-$1.8M)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED
Shares94,590 from 93,405
Change+1,185 (+1%)
Value$15.7M (+$384.8K)
Filed 2026-10-16
1900 Wealth Management LLC
DECREASED
Shares94,451 from 95,286
Change-835 (-1%)
Value$15.7M (+$52.7K)
Filed 2026-10-13
Omni 360 Wealth, Inc.
DECREASED
Shares93,256 from 96,159
Change-2,903 (-3%)
Value$15.5M (-$289.4K)
Filed 2026-10-13
Clear Retirement Advice LLC
INCREASED
Shares91,128 from 90,621
Change+507 (+1%)
Value$15.2M (+$266.4K)
Filed 2026-10-22
Roger Wittlin Investment Advisory, LLC
DECREASED
Shares91,068 from 91,607
Change-539 (-1%)
Value$15.1M (+$94.4K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares88,936 from 81,389
Change+7,547 (+9%)
Value$14.8M (+$1.4M)
Filed 2026-11-03
Crescent Grove Advisors, LLC
INCREASED
Shares85,717 from 80,078
Change+5,639 (+7%)
Value$14.3M (+$1.1M)
Filed 2026-10-21
KFA Private Wealth Group, LLC
INCREASED
Shares83,841 from 82,750
Change+1,091 (+1%)
Value$13.9M (+$347.7K)
Filed 2026-10-07
Guardsman Private Capital Management, Inc.
INCREASED
Shares82,413 from 82,189
Change+224 (+0%)
Value$13.7M (+$202.5K)
Filed 2026-10-19
Level Wealth Management LLC
INCREASED
Shares80,950 from 80,941
Change+9 (+0%)
Value$13.5M (+$164.2K)
Filed 2026-10-23
Sage Mountain Advisors LLC
DECREASED
Shares79,669 from 80,034
Change-365 (0%)
Value$13.2M (+$100.2K)
Filed 2026-11-02
Farrow Financial, Inc.
DECREASED
Shares79,045 from 80,562
Change-1,517 (-2%)
Value$13.1M (-$90.3K)
Filed 2026-10-30
Regent Peak Wealth Advisors LLC
DECREASED
Shares78,241 from 79,574
Change-1,333 (-2%)
Value$13.0M (-$61.7K)
Filed 2026-10-13
Spectrum Strategic Capital Management, LLC
DECREASED
Shares77,884 from 80,122
Change-2,238 (-3%)
Value$13.0M (-$211.1K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares77,511 from 77,735
Change-224 (0%)
Value$12.9M (+$119.1K)
Filed 2026-10-30
Brooklyn FI, LLC
INCREASED
Shares76,174 from 75,966
Change+208 (+0%)
Value$12.7M (+$292.3K)
Filed 2026-11-05
BAR Harbor Wealth Management
DECREASED
Shares75,184 from 75,434
Change-250 (0%)
Value$12.5M (+$110.1K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares74,830 from 74,523
Change+307 (+0%)
Value$12.4M (+$200.9K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares71,736 from 78,034
Change-6,298 (-8%)
Value$11.9M (-$890.3K)
Filed 2026-10-14
Fifth Third Securities, Inc.
DECREASED
Shares70,717 from 71,383
Change-666 (-1%)
Value$11.8M (+$32.7K)
Filed 2026-10-21
First Hawaiian Bank
DECREASED
Shares69,827 from 70,508
Change-681 (-1%)
Value$11.6M (+$28.5K)
Filed 2026-10-14
ETF Portfolio Partners, Inc.
INCREASED
Shares69,322 from 69,240
Change+82 (+0%)
Value$11.5M (+$152.7K)
Filed 2026-10-22
Rede Wealth, LLC
INCREASED
Shares68,988 from 65,308
Change+3,680 (+6%)
Value$11.5M (+$743.1K)
Filed 2026-10-22
BIP Wealth, LLC
INCREASED
Shares68,342 from 66,714
Change+1,628 (+2%)
Value$11.4M (+$404.7K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares67,612 from 65,655
Change+1,957 (+3%)
Value$11.2M (+$457.5K)
Filed 2026-11-05
Towercrest Capital Management
DECREASED
Shares66,610 from 72,112
Change-5,502 (-8%)
Value$11.1M (-$769.0K)
Filed 2026-10-23
Grove Bank & Trust
DECREASED
Shares65,467 from 65,477
Change-10 (0%)
Value$10.9M (+$129.9K)
Filed 2026-10-08
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares64,920 from 58,632
Change+6,288 (+11%)
Value$10.8M (+$1.2M)
Filed 2026-10-15
Strategic Equity Management
DECREASED
Shares64,379 from 137,333
Change-72,954 (-53%)
Value$10.7M (-$11.9M)
Filed 2026-11-04
Central Trust Co
INCREASED
Shares64,354 from 62,283
Change+2,071 (+3%)
Value$10.7M (+$469.6K)
Filed 2026-11-05
CogentBlue Wealth Advisors, LLC
DECREASED
Shares63,551 from 64,058
Change-507 (-1%)
Value$10.6M (+$44.5K)
Filed 2026-10-09
StoneX Group Inc.
INCREASED
Shares62,548 from 60,621
Change+1,927 (+3%)
Value$10.4M (+$442.3K)
Filed 2026-11-03
71 West Capital Partners
DECREASED
Shares62,449 from 64,097
Change-1,648 (-3%)
Value$10.4M (-$145.2K)
Filed 2026-11-04
Exchange Traded Concepts, LLC
INCREASED
Shares62,274 from 60,744
Change+1,530 (+3%)
Value$10.4M (+$376.5K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares61,419 from 47,273
Change+14,146 (+30%)
Value$10.2M (+$2.4M)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares61,172 from 47,803
Change+13,369 (+28%)
Value$10.2M (+$2.3M)
Filed 2026-10-28
Well Done, LLC
DECREASED
Shares60,606 from 61,089
Change-483 (-1%)
Value$10.1M (+$42.5K)
Filed 2026-10-20
Naples Global Advisors, LLC
DECREASED
Shares60,229 from 60,301
Change-72 (0%)
Value$10.0M (+$109.2K)
Filed 2026-11-05
Ddfg, Inc
DECREASED
Shares59,683 from 59,911
Change-228 (0%)
Value$9.9M (+$82.6K)
Filed 2026-10-15
Sard Wealth Management Group, LLC
DECREASED
Shares59,678 from 59,943
Change-265 (0%)
Value$9.9M (+$76.3K)
Filed 2026-10-16
Wealthcare Capital Management LLC
DECREASED
Shares58,431 from 80,466
Change-22,035 (-27%)
Value$9.7M (-$3.5M)
Filed 2026-10-21
Flagship Private Wealth, LLC
DECREASED
Shares58,318 from 58,552
Change-234 (0%)
Value$9.7M (+$78.8K)
Filed 2026-11-05
Lynch & Associates
DECREASED
Shares56,963 from 57,012
Change-49 (0%)
Value$9.5M (+$106.5K)
Filed 2026-10-13
Donor Advised Charitable Giving, Inc.
INCREASED
Shares56,309 from 56,156
Change+153 (+0%)
Value$9.4M (+$138.3K)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares56,103 from 53,889
Change+2,214 (+4%)
Value$9.5M (+$652.9K)
Filed 2026-10-08
A&I Financial Services, LLC
INCREASED
Shares56,062 from 55,085
Change+977 (+2%)
Value$9.3M (+$273.2K)
Filed 2026-10-15
Forbes J M & Co LLP
DECREASED
Shares56,059 from 56,289
Change-230 (0%)
Value$9.3M (+$74.9K)
Filed 2026-10-16
Monument Capital Management
DECREASED
Shares56,035 from 56,958
Change-923 (-2%)
Value$9.3M (-$39.0K)
Filed 2026-10-09
Patriot Investment Management Group, Inc.
INCREASED
Shares55,305 from 54,136
Change+1,169 (+2%)
Value$9.2M (+$303.1K)
Filed 2026-10-15
LVZ, Inc.
INCREASED
Shares54,786 from 52,917
Change+1,869 (+4%)
Value$9.1M (+$417.2K)
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares54,780 from 54,780
Change0 (0%)
Value$9.1M (+$110.1K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares53,520 from 39,596
Change+13,924 (+35%)
Value$8.9M (+$2.4M)
Filed 2026-10-16
Wedmont Private Capital
INCREASED
Shares53,060 from 44,527
Change+8,533 (+19%)
Value$8.9M (+$1.6M)
Filed 2026-10-09
Diversified Portfolios, Inc.
INCREASED
Shares52,849 from 51,961
Change+888 (+2%)
Value$8.8M (+$252.1K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares52,738 from 51,338
Change+1,400 (+3%)
Value$8.8M (+$335.9K)
Filed 2026-11-05
Ironwood Financial, llc
INCREASED
Shares52,245 from 50,429
Change+1,816 (+4%)
Value$8.7M (+$406.9K)
Filed 2026-10-20
First Financial Bank - Trust Division
DECREASED
Shares51,454 from 51,889
Change-435 (-1%)
Value$8.6M (+$32.0K)
Filed 2026-10-01
DKM Wealth Management, Inc.
INCREASED
Shares50,917 from 48,394
Change+2,523 (+5%)
Value$8.5M (+$516.9K)
Filed 2026-10-09
Davidson Investment Advisors
INCREASED
Shares49,953 from 49,458
Change+495 (+1%)
Value$8.3M (+$181.7K)
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares49,759 from 51,136
Change-1,377 (-3%)
Value$8.3M (-$126.1K)
Filed 2026-10-23
Moneywise, Inc.
DECREASED
Shares49,255 from 106,454
Change-57,199 (-54%)
Value$8.2M (-$9.3M)
Filed 2026-10-30
Abound Wealth Management
INCREASED
Shares49,216 from 47,390
Change+1,826 (+4%)
Value$8.2M (+$398.9K)
Filed 2026-10-26
Modera Wealth Management, LLC
DECREASED
Shares49,189 from 50,951
Change-1,762 (-3%)
Value$8.2M (-$190.5K)
Filed 2026-10-28
Avalon Advisory Group
DECREASED
Shares49,102 from 50,544
Change-1,442 (-3%)
Value$8.2M (-$138.2K)
Filed 2026-10-20
Matthew Goff Investment Advisor, LLC
INCREASED
Shares48,012 from 43,069
Change+4,943 (+11%)
Value$8.0M (+$908.5K)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares47,428 from 47,484
Change-56 (0%)
Value$7.9M (+$86.1K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares46,931 from 46,912
Change+19 (+0%)
Value$7.8M (+$84.4K)
Filed 2026-10-23
Independent Solutions Wealth Management, LLC
DECREASED
Shares46,026 from 47,053
Change-1,027 (-2%)
Value$7.7M (-$76.2K)
Filed 2026-10-28
Hudock, Inc.
DECREASED
Shares45,789 from 46,120
Change-331 (-1%)
Value$7.6M (+$37.7K)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED
Shares45,077 from 43,899
Change+1,178 (+3%)
Value$7.5M (+$284.1K)
Filed 2026-10-05
Moneco Advisors, LLC
DECREASED
Shares45,065 from 49,254
Change-4,189 (-8%)
Value$7.5M (-$597.7K)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
INCREASED
Shares43,851 from 42,805
Change+1,046 (+2%)
Value$7.3M (+$260.0K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED
Shares43,356 from 25,761
Change+17,595 (+68%)
Value$7.2M (+$3.0M)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares42,552 from 44,609
Change-2,057 (-5%)
Value$7.1M (-$252.3K)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares42,344 from 45,005
Change-2,661 (-6%)
Value$7.0M (-$351.9K)
Filed 2026-11-05
Blue Fin Capital, Inc.
INCREASED
Shares42,280 from 36,793
Change+5,487 (+15%)
Value$7.0M (+$986.3K)
Filed 2026-10-28
Hassell Wealth Management, LLC
INCREASED
Shares42,245 from 42,227
Change+18 (+0%)
Value$7.0M (+$116.5K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
DECREASED
Shares41,942 from 42,994
Change-1,052 (-2%)
Value$7.0M (-$88.6K)
Filed 2026-10-21
Sutton Place Investors LLC
INCREASED
Shares41,714 from 41,605
Change+109 (+0%)
Value$6.9M (+$101.8K)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares41,606 from 41,454
Change+152 (+0%)
Value$6.9M (+$108.6K)
Filed 2026-11-05
Capital Planning LLC
DECREASED
Shares41,381 from 41,876
Change-495 (-1%)
Value$6.9M (+$1.9K)
Filed 2026-10-09
Legacy Private Trust Co.
DECREASED
Shares41,276 from 44,175
Change-2,899 (-7%)
Value$6.9M (-$393.3K)
Filed 2026-10-06
Sheets Smith Wealth Management
DECREASED
Shares40,741 from 41,139
Change-398 (-1%)
Value$6.8M (+$16.5K)
Filed 2026-10-16
Investors Research Corp
DECREASED
Shares40,390 from 58,420
Change-18,030 (-31%)
Value$6.7M (-$2.9M)
Filed 2026-10-07
Fairvoy Private Wealth, LLC
DECREASED
Shares39,161 from 39,779
Change-618 (-2%)
Value$6.5M (-$22.8K)
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
DECREASED
Shares38,619 from 39,536
Change-917 (-2%)
Value$6.4M (-$73.1K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares38,513 from 46,392
Change-7,879 (-17%)
Value$6.4K (-$7.6M)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares38,513 from 38,409
Change+104 (+0%)
Value$6.4M (+$94.5K)
Filed 2026-11-05
Greenwood Gearhart LLC
DECREASED
Shares38,059 from 38,546
Change-487 (-1%)
Value$6.3M (-$3.4K)
Filed 2026-11-02
MBA Advisors LLC
INCREASED
Shares37,846 from 37,805
Change+41 (+0%)
Value$6.3M (+$82.9K)
Filed 2026-10-29
VestGen Advisors, LLC
DECREASED
Shares37,732 from 38,110
Change-378 (-1%)
Value$6.3M (+$13.8K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares37,626 from 35,638
Change+1,988 (+6%)
Value$6.2M (+$351.6K)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares37,471 from 37,374
Change+97 (+0%)
Value$6.2M (+$91.3K)
Filed 2026-11-04
Aspiriant, LLC
DECREASED
Shares36,833 from 39,120
Change-2,287 (-6%)
Value$6.1M (-$301.7K)
Filed 2026-10-16
Soltis Investment Advisors LLC
DECREASED
Shares36,736 from 36,941
Change-205 (-1%)
Value$6.1M (+$40.3K)
Filed 2026-10-28
Sigma Investment Counselors Inc
INCREASED
Shares36,149 from 29,213
Change+6,936 (+24%)
Value$6.0M (+$1.2M)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
DECREASED
Shares35,982 from 39,211
Change-3,229 (-8%)
Value$6.0K (-$458)
Filed 2026-10-27
Columbus Macro, LLC
DECREASED
Shares35,514 from 36,073
Change-559 (-2%)
Value$5.9M (-$20.6K)
Filed 2026-10-14
Virtue Capital Management, LLC
INCREASED
Shares35,116 from 1,221
Change+33,895 (+2776%)
Value$5.8M (+$5.6M)
Filed 2026-10-29
GSG Advisors LLC
INCREASED
Shares35,019 from 32,363
Change+2,656 (+8%)
Value$5.8M (+$506.7K)
Filed 2026-11-03
Canandaigua National Bank & Trust Co
DECREASED
Shares34,834 from 34,851
Change-17 (0%)
Value$5.8M (+$67.2K)
Filed 2026-10-07
Unique Wealth, LLC
INCREASED
Shares34,820 from 34,382
Change+438 (+1%)
Value$5.8M (+$141.9K)
Filed 2026-10-16
Vontobel Holding Ltd.
DECREASED
Shares34,472 from 34,591
Change-119 (0%)
Value$5.7M (+$49.7K)
Filed 2026-10-16
NYL Investors LLC
INCREASED
Shares34,345 from 34,157
Change+188 (+1%)
Value$5.7M (+$99.9K)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
DECREASED
Shares33,872 from 34,408
Change-536 (-2%)
Value$5.8M (+$120.6K)
Filed 2026-10-19
Belleair Asset Management, LLC
INCREASED
Shares33,757 from 31,145
Change+2,612 (+8%)
Value$5.6M (+$496.8K)
Filed 2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares33,517 from 14,284
Change+19,233 (+135%)
Value$5.6M (+$3.2M)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares33,312 from 28,478
Change+4,834 (+17%)
Value$5.5M (+$860.9K)
Filed 2026-10-15
Centerline Wealth Advisors, LLC
DECREASED
Shares33,140 from 33,782
Change-642 (-2%)
Value$5.5M (-$38.9K)
Filed 2026-10-15
Fonville Wealth Management LLC
DECREASED
Shares32,996 from 33,744
Change-748 (-2%)
Value$5.5M (-$56.7K)
Filed 2026-10-28
Tsfg, LLC
DECREASED
Shares32,462 from 42,893
Change-10,431 (-24%)
Value$5.4K (-$7.0M)
Filed 2026-10-23
TD Private Client Wealth LLC
INCREASED
Shares31,986 from 28,564
Change+3,422 (+12%)
Value$5.3M (+$626.4K)
Filed 2026-10-28
Hoxton Planning & Management, LLC
DECREASED
Shares31,968 from 32,751
Change-783 (-2%)
Value$5.3M (-$64.4K)
Filed 2026-10-15
RW Investment Management LLC
INCREASED
Shares31,878 from 31,876
Change+2 (+0%)
Value$5.3M (+$64.4K)
Filed 2026-11-03
Connecticut Capital Management Group, LLC
DECREASED
Shares31,496 from 32,142
Change-646 (-2%)
Value$5.2M (-$42.9K)
Filed 2026-10-29
Shepherd Street Advisors LLC
UNCHANGED
Shares31,463 from 31,463
Change0 (0%)
Value$5.3M (+$132.8K)
Filed 2026-10-21
Baker Tilly Wealth Management, LLC
DECREASED
Shares31,159 from 33,961
Change-2,802 (-8%)
Value$5.2M (-$397.6K)
Filed 2026-10-05
Aspen Wealth Management LLC
INCREASED
Shares31,073 from 30,991
Change+82 (+0%)
Value$5.2M (+$75.9K)
Filed 2026-10-14
Asset Dedication, LLC
DECREASED
Shares30,620 from 31,019
Change-399 (-1%)
Value$5.1M (-$4.0K)
Filed 2026-11-03
Alliance Wealth Management Group
DECREASED
Shares30,536 from 34,409
Change-3,873 (-11%)
Value$5.1M (-$573.8K)
Filed 2026-10-29
SmartHarvest Portfolios, LLC
UNCHANGED
Shares30,260 from 30,260
Change0 (0%)
Value$5.0M (+$60.8K)
Filed 2026-10-26
RF&L Wealth Management, LLC
INCREASED
Shares30,014 from 30,006
Change+8 (+0%)
Value$5.0M (+$61.7K)
Filed 2026-10-20
Able Wealth Management LLC
INCREASED
Shares29,914 from 29,295
Change+619 (+2%)
Value$5.1M (+$245.4K)
Filed 2026-10-13
Accurate Wealth Management, LLC
INCREASED
Shares29,894 from 16,151
Change+13,743 (+85%)
Value$5.1M (+$2.4M)
Filed 2026-10-20
Heritage OAK Wealth Advisors LLC
NEW
Shares29,852
Change+29,852
Value$5.0M
Filed 2026-10-14
Vericrest Private Wealth
DECREASED
Shares29,792 from 30,113
Change-321 (-1%)
Value$5.0M (+$7.1K)
Filed 2026-10-21
Diversify Wealth Management, LLC
INCREASED
Shares29,769 from 26,371
Change+3,398 (+13%)
Value$5.0M (+$726.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares29,769 from 26,371
Change+3,398 (+13%)
Value$5.0M (+$726.8K)
Filed 2026-10-20
Claro Advisors Inc.
DECREASED
Shares29,625 from 30,427
Change-802 (-3%)
Value$4.9M (-$72.3K)
Filed 2026-11-02
Elevation Capital Advisory, LLC
NEW
Shares29,448
Change+29,448
Value$4.9M
Filed 2026-10-29
Climber Capital SA
INCREASED
Shares29,225 from 28,884
Change+341 (+1%)
Value$3.7M (-$90.4K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares28,994 from 28,487
Change+507 (+2%)
Value$4.8M (+$141.6K)
Filed 2026-10-20
Strategic Blueprint, LLC
DECREASED
Shares28,457 from 28,560
Change-103 (0%)
Value$4.7M (+$40.3K)
Filed 2026-10-22
Forte Asset Management LLC
DECREASED
Shares28,313 from 28,514
Change-201 (-1%)
Value$4.7M (+$23.9K)
Filed 2026-10-13
Luminvest Wealth Management LLC
INCREASED
Shares28,115 from 24,361
Change+3,754 (+15%)
Value$4.7M (+$681.7K)
Filed 2026-10-14
Montecito Bank & Trust
DECREASED
Shares27,601 from 27,890
Change-289 (-1%)
Value$4.6M (+$8.0K)
Filed 2026-10-01
Joel Isaacson & Co., LLC
INCREASED
Shares27,325 from 27,251
Change+74 (+0%)
Value$4.5M (+$67.1K)
Filed 2026-11-05
JSF Financial, LLC
INCREASED
Shares27,288 from 26,617
Change+671 (+3%)
Value$4.5M (+$165.2K)
Filed 2026-10-22
Rubicon Advisors, GP
INCREASED
Shares27,026 from 22,487
Change+4,539 (+20%)
Value$4.5M (+$799.8K)
Filed 2026-10-23
Segment Wealth Management, LLC
DECREASED
Shares26,892 from 27,237
Change-345 (-1%)
Value$4.5M (-$2.6K)
Filed 2026-10-26
Summit Investment Advisory Services, LLC
INCREASED
Shares26,891 from 26,860
Change+31 (+0%)
Value$4.5M (+$59.2K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
DECREASED
Shares26,861 from 28,010
Change-1,149 (-4%)
Value$4.5M (-$134.7K)
Filed 2026-11-05
Carrera Capital Advisors
INCREASED
Shares26,765 from 25,773
Change+992 (+4%)
Value$4.5M (+$216.8K)
Filed 2026-11-03
Voisard Asset Management Group, Inc.
UNCHANGED
Shares26,735 from 26,735
Change0 (0%)
Value$4.4M (+$53.7K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares26,470 from 20,971
Change+5,499 (+26%)
Value$4.4M (+$956.7K)
Filed 2026-10-23
TFC Financial Management, Inc.
DECREASED
Shares26,387 from 26,677
Change-290 (-1%)
Value$4.4M (+$5.4K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
INCREASED
Shares26,349 from 23,253
Change+3,096 (+13%)
Value$4.4M (+$561.6K)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
INCREASED
Shares26,206 from 26,195
Change+11 (+0%)
Value$4.4M (+$54.5K)
Filed 2026-10-26
Curat Global, LLC
DECREASED
Shares26,142 from 26,494
Change-352 (-1%)
Value$4.3M (+$47.8K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
DECREASED
Shares25,898 from 26,054
Change-156 (-1%)
Value$4.3M (+$58.7K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
INCREASED
Shares25,823 from 25,349
Change+474 (+2%)
Value$4.3M (+$129.8K)
Filed 2026-10-23
ShoreHaven Wealth Partners, LLC
DECREASED
Shares25,758 from 25,982
Change-224 (-1%)
Value$4.3M (+$15.0K)
Filed 2026-10-16
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares24,800 from 24,800
Change0 (0%)
Value$4.1M (+$49.8K)
Filed 2026-10-07
Tennessee Valley Asset Management Partners
INCREASED
Shares24,466 from 21,089
Change+3,377 (+16%)
Value$4.1M (+$603.8K)
Filed 2026-11-03
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares24,141 from 24,141
Change0 (0%)
Value$4.0M (+$48.5K)
Filed 2026-10-22
Doliver Advisors, LP
DECREASED
Shares23,945 from 33,682
Change-9,737 (-29%)
Value$4.0M (-$1.6M)
Filed 2026-10-01
Assetmark, Inc
INCREASED
Shares23,941 from 23,100
Change+841 (+4%)
Value$4.0M (+$186.2K)
Filed 2026-10-21
Fortress Financial Solutions, LLC
NEW
Shares23,783
Change+23,783
Value$4.0M
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares23,660 from 25,498
Change-1,838 (-7%)
Value$3.9M (-$254.3K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
INCREASED
Shares23,262 from 21,454
Change+1,808 (+8%)
Value$3.9M (+$343.7K)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares22,887 from 21,887
Change+1,000 (+5%)
Value$3.8M (+$210.3K)
Filed 2026-10-23
Foster Group, Inc.
DECREASED
Shares22,863 from 23,552
Change-689 (-3%)
Value$3.8M (-$67.2K)
Filed 2026-10-13
Tenon Financial LLC
DECREASED
Shares22,683 from 22,685
Change-2 (0%)
Value$3.8M (+$45.3K)
Filed 2026-10-14
Discipline Wealth Solutions, LLC
INCREASED
Shares22,401 from 22,153
Change+248 (+1%)
Value$3.7M (+$85.7K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares22,304 from 25,482
Change-3,178 (-12%)
Value$3.7M (-$477.2K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
INCREASED
Shares22,198 from 22,137
Change+61 (+0%)
Value$3.7M (+$54.5K)
Filed 2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED
Shares21,782 from 17,815
Change+3,967 (+22%)
Value$3.6M (+$695.4K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
NEW
Shares21,469
Change+21,469
Value$3.6M
Filed 2026-11-04
SC&H Financial Advisors, Inc.
DECREASED
Shares21,363 from 21,710
Change-347 (-2%)
Value$3.6M (-$14.1K)
Filed 2026-10-14
SFG Wealth Management, Llc.
DECREASED
Shares21,239 from 21,290
Change-51 (0%)
Value$3.5M (+$34.3K)
Filed 2026-10-23
Bokf, NA
DECREASED
Shares21,014 from 22,844
Change-1,830 (-8%)
Value$3.5M (-$258.4K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
DECREASED
Shares20,934 from 21,393
Change-459 (-2%)
Value$3.5M (-$33.3K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares20,744 from 20,742
Change+2 (+0%)
Value$3.5M (+$64.6K)
Filed 2026-10-15
May Hill Capital, LLC
INCREASED
Shares20,742 from 20,509
Change+233 (+1%)
Value$3.4M (+$80.0K)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares20,678 from 21,066
Change-388 (-2%)
Value$3.4M (-$22.1K)
Filed 2026-10-29
Maltin Wealth Management, Inc.
INCREASED
Shares20,547 from 20,543
Change+4 (+0%)
Value$3.4M (+$42.0K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares20,406 from 2,536
Change+17,870 (+705%)
Value$3.4M (+$3.0M)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED
Shares20,173 from 20,158
Change+15 (+0%)
Value$3.4M (+$43.1K)
Filed 2026-11-05
Lauterbach Financial Advisors, LLC
DECREASED
Shares20,168 from 20,194
Change-26 (0%)
Value$3.4M (+$36.3K)
Filed 2026-10-21
TKG Advisors, LLC
UNCHANGED
Shares20,160 from 20,160
Change0 (0%)
Value$3.4M (+$40.5K)
Filed 2026-11-02
Kings Path Partners LLC
DECREASED
Shares20,134 from 20,153
Change-19 (0%)
Value$3.3M (+$37.3K)
Filed 2026-10-21
Farmers & Merchants Investments Inc
INCREASED
Shares19,837 from 19,559
Change+278 (+1%)
Value$3.3M (+$85.5K)
Filed 2026-10-22
Snider Financial Group
INCREASED
Shares19,742 from 19,104
Change+638 (+3%)
Value$3.3M (+$144.4K)
Filed 2026-10-16
Essex Bank
UNCHANGED
Shares19,361 from 19,361
Change0 (0%)
Value$3.2M (+$38.9K)
Filed 2026-10-16
Buttonwood Financial Advisors Inc.
DECREASED
Shares19,209 from 19,474
Change-265 (-1%)
Value$3.2M (-$5.0K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares19,071 from 19,071
Change0 (0%)
Value$3.2M (+$68.5K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares18,930 from 1,420
Change+17,510 (+1233%)
Value$3.1M (+$2.9M)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares18,918 from 8,568
Change+10,350 (+121%)
Value$3.1M (+$1.7M)
Filed 2026-11-04
Quad-Cities Investment Group, LLC
DECREASED
Shares18,700 from 19,623
Change-923 (-5%)
Value$3.1M (-$114.2K)
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares18,556 from 17,513
Change+1,043 (+6%)
Value$3.1M (+$208.5K)
Filed 2026-10-28
Bouvel Investment Partners, LLC
INCREASED
Shares18,341 from 16,214
Change+2,127 (+13%)
Value$3.0M (+$386.3K)
Filed 2026-10-13
Altiora Financial Group, LLC
UNCHANGED
Shares18,130 from 18,130
Change0 (0%)
Value$3.0M (+$36.4K)
Filed 2026-11-04
Sage Financial Group Inc
INCREASED
Shares18,109 from 18,108
Change+1 (+0%)
Value$3.0M (+$36.5K)
Filed 2026-10-27
Tranquility Partners, LLC
DECREASED
Shares18,083 from 18,766
Change-683 (-4%)
Value$3.0M (-$75.8K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares17,970 from 17,819
Change+151 (+1%)
Value$3.0M (+$60.9K)
Filed 2026-10-26
Patten Group, Inc.
INCREASED
Shares17,917 from 9,400
Change+8,517 (+91%)
Value$3.0M (+$1.4M)
Filed 2026-10-26
Cahaba Wealth Management, Inc.
INCREASED
Shares17,807 from 17,712
Change+95 (+1%)
Value$3.0M (+$51.5K)
Filed 2026-10-26
Cooper Financial Group
DECREASED
Shares17,777 from 17,821
Change-44 (0%)
Value$3.0M (+$28.5K)
Filed 2026-10-07
Great Point Wealth Advisors, LLC
DECREASED
Shares17,696 from 17,809
Change-113 (-1%)
Value$2.9M (+$17.0K)
Filed 2026-10-15
Morling Financial Advisors, LLC
INCREASED
Shares17,462 from 17,367
Change+95 (+1%)
Value$2.9M (+$50.7K)
Filed 2026-10-28
Asempa Wealth Advisors
INCREASED
Shares17,240 from 16,773
Change+467 (+3%)
Value$2.9M (+$118.1K)
Filed 2026-10-07
Accredited Investors Inc.
INCREASED
Shares17,206 from 16,910
Change+296 (+2%)
Value$2.9M (+$83.2K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares17,182 from 17,348
Change-166 (-1%)
Value$2.9M (+$7.3K)
Filed 2026-10-23
Retirement Planning Group, LLC
INCREASED
Shares17,174 from 16,626
Change+548 (+3%)
Value$2.9M (+$124.5K)
Filed 2026-10-19
Wealth Group Ltd
DECREASED
Shares17,162 from 17,666
Change-504 (-3%)
Value$2.9M (-$19.7K)
Filed 2026-10-07
Hamilton Capital, LLC
INCREASED
Shares16,930 from 16,842
Change+88 (+1%)
Value$2.8M (+$48.5K)
Filed 2026-10-08
Riverbend Wealth Management, LLC
INCREASED
Shares16,906 from 16,388
Change+518 (+3%)
Value$2.8M (+$119.2K)
Filed 2026-10-15
Midwest Trust Co
INCREASED
Shares16,876 from 16,866
Change+10 (+0%)
Value$2.8M (+$35.6K)
Filed 2026-10-22
First Citizens Bank & Trust Co
INCREASED
Shares16,785 from 14,361
Change+2,424 (+17%)
Value$2.8M (+$431.9K)
Filed 2026-10-14
Castleview Partners, LLC
INCREASED
Shares16,761 from 12,233
Change+4,528 (+37%)
Value$2.8M (+$777.6K)
Filed 2026-10-09
Associated Banc-Corp
INCREASED
Shares16,740 from 16,553
Change+187 (+1%)
Value$2.8M (+$64.4K)
Filed 2026-10-30
Peak Financial Management, Inc.
INCREASED
Shares16,505 from 16,407
Change+98 (+1%)
Value$2.7M (+$49.2K)
Filed 2026-10-16
Asset One Wealth Management LLC
DECREASED
Shares16,341 from 16,559
Change-218 (-1%)
Value$2.7M (-$22.3K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares16,187 from 16,489
Change-302 (-2%)
Value$2.7M (-$17.1K)
Filed 2026-11-04
Financial Architects, LLC
DECREASED
Shares16,135 from 18,355
Change-2,220 (-12%)
Value$2.7M (-$332.2K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED
Shares16,044 from 16,225
Change-181 (-1%)
Value$2.7M (+$2.5K)
Filed 2026-10-16
Schear Investment Advisers, LLC
NEW
Shares16,043
Change+16,043
Value$2.7M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares16,043 from 15,878
Change+165 (+1%)
Value$2.7M (+$59.3K)
Filed 2026-10-14
Bulwark Capital Corp
NEW
Shares15,941
Change+15,941
Value$2.7M
Filed 2026-10-13
Kelly Financial Services LLC
DECREASED
Shares15,941 from 20,518
Change-4,577 (-22%)
Value$2.7M (-$719.8K)
Filed 2026-10-20
Keybank National Association
DECREASED
Shares15,599 from 15,691
Change-92 (-1%)
Value$2.6M (+$16.2K)
Filed 2026-11-04
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares15,480 from 15,480
Change0 (0%)
Value$2.6M (+$31.1K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED
Shares15,417 from 15,634
Change-217 (-1%)
Value$2.6M (-$4.7K)
Filed 2026-10-15
Keystone Financial Group, Inc.
DECREASED
Shares15,366 from 15,391
Change-25 (0%)
Value$2.6M (+$26.8K)
Filed 2026-10-13
Guidance Point Advisors, LLC
INCREASED
Shares15,338 from 15,336
Change+2 (+0%)
Value$2.6M (+$31.0K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares15,307 from 14,636
Change+671 (+5%)
Value$2.5M (+$140.9K)
Filed 2026-10-14
Archer Investment Corp
DECREASED
Shares15,249 from 17,378
Change-2,129 (-12%)
Value$2.5M (-$319.1K)
Filed 2026-11-05
Westside Investment Management, Inc.
INCREASED
Shares15,217 from 13,628
Change+1,589 (+12%)
Value$2.5M (+$291.5K)
Filed 2026-11-02
Clark Asset Management, LLC
INCREASED
Shares15,163 from 15,136
Change+27 (+0%)
Value$2.5M (+$34.9K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
INCREASED
Shares14,980 from 13,299
Change+1,681 (+13%)
Value$2.5M (+$306.2K)
Filed 2026-10-21
Sowa Financial Group, Inc.
DECREASED
Shares14,907 from 15,183
Change-276 (-2%)
Value$2.5K (-$2.5M)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares14,768 from 14,757
Change+11 (+0%)
Value$2.5M (+$31.5K)
Filed 2026-10-23
Objective Capital Management, LLC
DECREASED
Shares14,437 from 14,920
Change-483 (-3%)
Value$2.4M (-$50.4K)
Filed 2026-10-13
Destiny Wealth Partners, LLC
NEW
Shares14,393
Change+14,393
Value$2.4M
Filed 2026-11-05
Compass Ion Advisors, LLC
INCREASED
Shares14,300 from 14,014
Change+286 (+2%)
Value$2.4M (+$75.7K)
Filed 2026-10-23
Wealth Effects LLC
DECREASED
Shares14,261 from 14,296
Change-35 (0%)
Value$2.4M (+$22.9K)
Filed 2026-10-23
Aaron Wealth Advisors LLC
DECREASED
Shares14,233 from 14,526
Change-293 (-2%)
Value$2.4M (-$19.5K)
Filed 2026-10-13
Traveka Wealth, LLC
UNCHANGED
Shares14,081 from 14,081
Change0 (0%)
Value$2.3M (+$28.3K)
Filed 2026-10-19
Birch Financial Group, LLC
DECREASED
Shares14,028 from 14,417
Change-389 (-3%)
Value$2.3M (-$35.6K)
Filed 2026-10-27
Phillips Financial Management, LLC
INCREASED
Shares14,006 from 12,634
Change+1,372 (+11%)
Value$2.3M (+$253.5K)
Filed 2026-10-19
AGF Management LTD
DECREASED
Shares13,960 from 14,000
Change-40 (0%)
Value$2.3M (+$21.5K)
Filed 2026-11-03
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares13,764 from 13,764
Change0 (0%)
Value$2.3M (+$27.7K)
Filed 2026-10-22
Security Financial Services, Inc.
DECREASED
Shares13,741 from 14,423
Change-682 (-5%)
Value$2.3M (-$84.4K)
Filed 2026-10-29
Centerpoint Advisors, LLC
INCREASED
Shares13,558 from 13,452
Change+106 (+1%)
Value$2.3M (+$44.0K)
Filed 2026-11-05
Grey Ledge Advisors, LLC
DECREASED
Shares13,391 from 13,507
Change-116 (-1%)
Value$2.2M (+$7.9K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares13,354 from 13,828
Change-474 (-3%)
Value$2.2M (-$51.0K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares13,272 from 842
Change+12,430 (+1476%)
Value$2.2K (-$135.8K)
Filed 2026-10-14
Stephenson & Company, Inc.
UNCHANGED
Shares13,202 from 13,202
Change0 (0%)
Value$2.2M (+$26.5K)
Filed 2026-10-30
Three Arch Wealth Management LLC
UNCHANGED
Shares13,044 from 13,044
Change0 (0%)
Value$2.2M (+$26.2K)
Filed 2026-10-20
Parkside Investments, LLC
INCREASED
Shares12,978 from 12,770
Change+208 (+2%)
Value$2.2M (+$60.2K)
Filed 2026-10-20
Oak Barrel Wealth Advisory LLC
DECREASED
Shares12,952 from 12,959
Change-7 (0%)
Value$2.2M (+$24.9K)
Filed 2026-11-05
Berman McAleer LLC
UNCHANGED
Shares12,872 from 12,872
Change0 (0%)
Value$2.1M (+$25.9K)
Filed 2026-10-16
Box Hill Private Wealth LLC
INCREASED
Shares12,833 from 12,647
Change+186 (+1%)
Value$2.1M (+$56.3K)
Filed 2026-10-05
D'Orazio & Associates, Inc.
INCREASED
Shares12,570 from 12,554
Change+16 (+0%)
Value$2.1M (+$27.9K)
Filed 2026-11-04
ZWJ Investment Counsel Inc
INCREASED
Shares12,562 from 12,206
Change+356 (+3%)
Value$2.1M (+$83.8K)
Filed 2026-10-15
Whitcomb & Hess, Inc.
DECREASED
Shares12,495 from 13,068
Change-573 (-4%)
Value$2.1M (-$68.9K)
Filed 2026-10-07
Gimbal Financial
NEW
Shares12,447
Change+12,447
Value$2.1M
Filed 2026-10-19
My Personal CFO, LLC
UNCHANGED
Shares12,287 from 12,287
Change0 (0%)
Value$2.0M (+$24.7K)
Filed 2026-10-14
Gryphon Financial Partners LLC
INCREASED
Shares12,280 from 12,229
Change+51 (+0%)
Value$2.0M (+$33.1K)
Filed 2026-11-04
Weaver Consulting Group
INCREASED
Shares12,277 from 12,276
Change+1 (+0%)
Value$2.0M (+$24.8K)
Filed 2026-10-07
MBL Wealth, LLC
INCREASED
Shares12,109 from 11,516
Change+593 (+5%)
Value$2.0M (+$121.8K)
Filed 2026-10-22
Bill Few Associates, Inc.
UNCHANGED
Shares12,041 from 12,041
Change0 (0%)
Value$2.0M (+$24.2K)
Filed 2026-10-09
Detalus Advisors, LLC
DECREASED
Shares11,892 from 12,006
Change-114 (-1%)
Value$2.0M (+$5.2K)
Filed 2026-10-15
KOM Wealth Management Group, LLC
DECREASED
Shares11,814 from 11,887
Change-73 (-1%)
Value$2.0M (+$11.6K)
Filed 2026-10-15
Ares Financial Consulting, LLC
INCREASED
Shares11,603 from 11,588
Change+15 (+0%)
Value$1.9M (+$25.8K)
Filed 2026-10-19
Able Financial Group, LLC
DECREASED
Shares11,570 from 12,035
Change-465 (-4%)
Value$1.9M (-$53.1K)
Filed 2026-10-14
Beacon Financial Advisory LLC
INCREASED
Shares11,564 from 11,220
Change+344 (+3%)
Value$1.9M (+$79.6K)
Filed 2026-10-16
MN Wealth Advisors, LLC
DECREASED
Shares11,545 from 12,105
Change-560 (-5%)
Value$1.9M (-$68.8K)
Filed 2026-10-23
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares11,397 from 10,589
Change+808 (+8%)
Value$1.9M (+$155.7K)
Filed 2026-10-29
Rosenberg Matthew Hamilton
DECREASED
Shares11,360 from 11,480
Change-120 (-1%)
Value$1.9M (+$3.1K)
Filed 2026-10-05
Cogent Strategic Wealth LLC
DECREASED
Shares11,269 from 11,491
Change-222 (-2%)
Value$1.9M (-$13.8K)
Filed 2026-10-22
Crusonia Wealth Advisors LLC
INCREASED
Shares11,246 from 11,099
Change+147 (+1%)
Value$1.9M (+$46.8K)
Filed 2026-10-26
RHS Financial, LLC
INCREASED
Shares11,236 from 7,000
Change+4,236 (+61%)
Value$1.9M (+$718.4K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED
Shares11,166 from 11,493
Change-327 (-3%)
Value$1.9M (-$31.3K)
Filed 2026-10-08
Prosperity Planning, Inc.
DECREASED
Shares11,030 from 11,102
Change-72 (-1%)
Value$1.8M (+$10.3K)
Filed 2026-10-09
Marino, Stram & Associates LLC
INCREASED
Shares10,998 from 10,623
Change+375 (+4%)
Value$1.8M (+$83.6K)
Filed 2026-10-22
Clarity Asset Management, Inc.
INCREASED
Shares10,885 from 10,856
Change+29 (+0%)
Value$1.8M (+$26.7K)
Filed 2026-10-14
Legacy Advisors, LLC
UNCHANGED
Shares10,867 from 10,867
Change0 (0%)
Value$1.8M (+$21.8K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
INCREASED
Shares10,735 from 10,548
Change+187 (+2%)
Value$1.8M (+$52.5K)
Filed 2026-11-02
Finley Financial, LLC
UNCHANGED
Shares10,670 from 10,670
Change0 (0%)
Value$1.8M (+$25.6K)
Filed 2026-10-28
Signature Wealth Management Partners, LLC
INCREASED
Shares10,611 from 10,160
Change+451 (+4%)
Value$1.8M (+$95.6K)
Filed 2026-10-21
Caliber Wealth Management, LLC / KS
DECREASED
Shares10,567 from 10,716
Change-149 (-1%)
Value$1.8M (-$3.2K)
Filed 2026-11-04
Clayton Financial Group LLC
INCREASED
Shares10,567 from 10,547
Change+20 (+0%)
Value$1.8M (+$24.5K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
INCREASED
Shares10,547 from 9,483
Change+1,064 (+11%)
Value$1.8M (+$196.0K)
Filed 2026-11-03
Advisortrust Partners, LLC
DECREASED
Shares10,492 from 10,587
Change-95 (-1%)
Value$1.7M (+$5.6K)
Filed 2026-11-02
Somerset Trust Co
UNCHANGED
Shares10,391 from 10,391
Change0 (0%)
Value$1.7M (+$20.9K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
NEW
Shares10,373
Change+10,373
Value$1.7M
Filed 2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares10,301 from 10,301
Change0 (0%)
Value$1.7M (+$20.7K)
Filed 2026-10-21
Klingman & Associates, LLC
INCREASED
Shares10,296 from 10,267
Change+29 (+0%)
Value$1.7M (+$25.5K)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares10,214 from 10,246
Change-32 (0%)
Value$1.7M (+$15.3K)
Filed 2026-11-04
PCA Investment Advisory Services Inc.
NEW
Shares10,176
Change+10,176
Value$1.7M
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED
Shares10,152 from 18,067
Change-7,915 (-44%)
Value$1.7M (-$1.3M)
Filed 2026-10-13
Index Fund Advisors, Inc.
INCREASED
Shares10,111 from 10,110
Change+1 (+0%)
Value$1.7M (+$20.4K)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED
Shares10,080 from 9,088
Change+992 (+11%)
Value$1.7M (+$183.2K)
Filed 2026-11-05
Private Management Group Inc
UNCHANGED
Shares10,075 from 10,075
Change0 (0%)
Value$1.7M (+$20.3K)
Filed 2026-11-04
Chicago Capital, LLC
UNCHANGED
Shares9,962 from 9,962
Change0 (0%)
Value$1.7M (+$20.1K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares9,957 from 11,160
Change-1,203 (-11%)
Value$1.7M (-$177.7K)
Filed 2026-10-13
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares9,879 from 10,280
Change-401 (-4%)
Value$1.6M (-$46.0K)
Filed 2026-10-15
Convergence Financial, LLC
DECREASED
Shares9,741 from 19,466
Change-9,725 (-50%)
Value$1.6M (-$1.6M)
Filed 2026-10-27
Penobscot Wealth Management
INCREASED
Shares9,639 from 9,638
Change+1 (+0%)
Value$1.6M (+$19.6K)
Filed 2026-10-21
First Interstate Bank
DECREASED
Shares9,626 from 10,168
Change-542 (-5%)
Value$1.6M (-$69.7K)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares9,610 from 9,709
Change-99 (-1%)
Value$1.6M (+$3.1K)
Filed 2026-10-28
Elevated Financial Group LLC
DECREASED
Shares9,603 from 9,751
Change-148 (-2%)
Value$1.6M (-$5.0K)
Filed 2026-10-16
Wolff Wiese Magana LLC
UNCHANGED
Shares9,553 from 9,553
Change0 (0%)
Value$1.6M (+$19.2K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares9,500 from 9,454
Change+46 (+0%)
Value$1.6M (+$26.7K)
Filed 2026-11-03
Legacy Solutions, LLC
INCREASED
Shares9,467 from 9,463
Change+4 (+0%)
Value$1.6M (+$19.8K)
Filed 2026-10-07
Mather Group, Llc.
INCREASED
Shares9,449 from 9,254
Change+195 (+2%)
Value$1.6M (+$51.1K)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares9,418 from 8,655
Change+763 (+9%)
Value$1.6M (+$144.3K)
Filed 2026-11-03
Eagle Bluffs Wealth Management LLC
INCREASED
Shares9,418 from 9,391
Change+27 (+0%)
Value$1.6M (+$23.4K)
Filed 2026-10-20
EPG Wealth Management LLC
DECREASED
Shares9,392 from 10,065
Change-673 (-7%)
Value$1.6M (-$91.7K)
Filed 2026-11-03
JDH Wealth Management, LLC
DECREASED
Shares9,357 from 10,476
Change-1,119 (-11%)
Value$1.6M (-$165.0K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED
Shares9,330 from 15,575
Change-6,245 (-40%)
Value$1.6M (-$1.0M)
Filed 2026-11-02
Baring Financial LLC
INCREASED
Shares9,304 from 9,220
Change+84 (+1%)
Value$1.5M (+$32.5K)
Filed 2026-10-07
Curated Wealth Partners LLC
UNCHANGED
Shares9,301 from 9,301
Change0 (0%)
Value$1.5M (+$18.7K)
Filed 2026-10-15
Sugar Maple Asset Management, LLC
DECREASED
Shares9,253 from 9,270
Change-17 (0%)
Value$1.5M (+$15.8K)
Filed 2026-10-13
Pathway Financial Advisors LLC
UNCHANGED
Shares9,200 from 9,200
Change0 (0%)
Value$1.5M (+$23.2K)
Filed 2026-10-07
Capital Investment Advisors, LLC
INCREASED
Shares9,165 from 8,933
Change+232 (+3%)
Value$1.5M (+$56.5K)
Filed 2026-10-22
Gibson Capital, LLC
DECREASED
Shares9,115 from 9,199
Change-84 (-1%)
Value$1.5M (+$4.5K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares9,066 from 9,066
Change0 (0%)
Value$1.5M (+$20.0K)
Filed 2026-10-26
Flywheel Private Wealth LLC
DECREASED
Shares9,041 from 13,524
Change-4,483 (-33%)
Value$1.5M (-$718.3K)
Filed 2026-11-02
Corrado Advisors, LLC
INCREASED
Shares8,938 from 8,925
Change+13 (+0%)
Value$1.5M (+$20.2K)
Filed 2026-10-27
Symphony Financial, Ltd. Co.
INCREASED
Shares8,930 from 8,356
Change+574 (+7%)
Value$1.5M (+$130.8K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
INCREASED
Shares8,871 from 8,597
Change+274 (+3%)
Value$1.5M (+$65.0K)
Filed 2026-11-02
Traynor Capital Management, Inc.
INCREASED
Shares8,835 from 6,767
Change+2,068 (+31%)
Value$1.5M (+$357.6K)
Filed 2026-10-29
Krilogy Financial LLC
DECREASED
Shares8,793 from 8,863
Change-70 (-1%)
Value$1.5M (+$33.9K)
Filed 2026-10-13
Focus Financial Network, Inc.
DECREASED
Shares8,746 from 9,139
Change-393 (-4%)
Value$1.5M (-$46.9K)
Filed 2026-10-14
Ascent Group, LLC
DECREASED
Shares8,737 from 8,882
Change-145 (-2%)
Value$1.5M (-$6.3K)
Filed 2026-10-30
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares8,715 from 7,610
Change+1,105 (+15%)
Value$1.4M (+$199.0K)
Filed 2026-10-09
LexAurum Advisors, LLC
UNCHANGED
Shares8,662 from 8,662
Change0 (0%)
Value$1.4M (+$17.4K)
Filed 2026-10-19
Willow Creek Wealth Management Inc.
UNCHANGED
Shares8,488 from 8,488
Change0 (0%)
Value$1.4M (+$17.1K)
Filed 2026-10-26
Human Investing LLC
DECREASED
Shares8,461 from 8,533
Change-72 (-1%)
Value$1.4M (+$5.1K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares8,418 from 8,741
Change-323 (-4%)
Value$1.4K (-$1.4M)
Filed 2026-10-22
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares8,311 from 8,311
Change0 (0%)
Value$1.4M (+$16.7K)
Filed 2026-10-22
15 Wealth Advisors LLC
NEW
Shares8,307
Change+8,307
Value$1.4M
Filed 2026-10-14
Base Wealth Management LLC
DECREASED
Shares8,280 from 9,412
Change-1,132 (-12%)
Value$1.4M (-$169.2K)
Filed 2026-10-21
Stonekeep Investments, LLC
INCREASED
Shares8,279 from 7,825
Change+454 (+6%)
Value$1.4M (+$1.4M)
Filed 2026-10-15
Atwood & Palmer Inc
UNCHANGED
Shares8,137 from 8,137
Change0 (0%)
Value$1.4M (+$16.4K)
Filed 2026-10-08
PFG Advisors
DECREASED
Shares7,971 from 8,010
Change-39 (0%)
Value$1.3M (+$9.6K)
Filed 2026-10-16
Rodgers & Associates, LTD
UNCHANGED
Shares7,916 from 7,916
Change0 (0%)
Value$1.3M (+$15.9K)
Filed 2026-10-20
Helium Advisors LLC
DECREASED
Shares7,870 from 7,999
Change-129 (-2%)
Value$1.3M (-$5.4K)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares7,855 from 7,553
Change+302 (+4%)
Value$1.3M (+$65.4K)
Filed 2026-11-05
Sprinkle Financial Consultants LLC
DECREASED
Shares7,751 from 8,804
Change-1,053 (-12%)
Value$1.3M (-$157.4K)
Filed 2026-10-09
Cypress Wealth Services, LLC
DECREASED
Shares7,711 from 7,781
Change-70 (-1%)
Value$1.3M (+$32.0K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares7,693 from 7,487
Change+206 (+3%)
Value$1.3M (+$49.2K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares7,677 from 7,572
Change+105 (+1%)
Value$1.3M (+$50.9K)
Filed 2026-11-04
Ervin Investment Management, LLC
UNCHANGED
Shares7,671 from 7,671
Change0 (0%)
Value$1.3M (+$15.4K)
Filed 2026-10-23
Milestone Asset Management, LLC
DECREASED
Shares7,611 from 7,693
Change-82 (-1%)
Value$1.3M (+$1.9K)
Filed 2026-10-15
L.K. Benson & Company, P.C.
UNCHANGED
Shares7,599 from 7,599
Change0 (0%)
Value$1.3M (+$15.3K)
Filed 2026-10-23
San Luis Wealth Advisors LLC
INCREASED
Shares7,534 from 7,322
Change+212 (+3%)
Value$1.3M (+$49.9K)
Filed 2026-10-27
Patten & Patten Inc
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$1.2M (+$15.1K)
Filed 2026-10-26
Keystone Wealth Services, LLC
INCREASED
Shares7,468 from 7,432
Change+36 (+0%)
Value$1.2M (+$23.5K)
Filed 2026-11-03
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares7,450 from 4,208
Change+3,242 (+77%)
Value$1.2K (-$689.8K)
Filed 2026-10-27
Genesis Private Wealth, LLC
DECREASED
Shares7,437 from 7,692
Change-255 (-3%)
Value$1.2M (-$26.9K)
Filed 2026-11-02
Quantify Chaos Advisors, LLC
DECREASED
Shares7,402 from 7,903
Change-501 (-6%)
Value$1.2M (-$67.4K)
Filed 2026-11-04
Verdence Capital Advisors LLC
DECREASED
Shares7,316 from 7,322
Change-6 (0%)
Value$1.2M (+$13.7K)
Filed 2026-10-26
Financial Consulate, Inc
UNCHANGED
Shares7,290 from 7,290
Change0 (0%)
Value$1.2M (+$14.7K)
Filed 2026-10-23
Wesbanco Bank Inc
INCREASED
Shares7,288 from 5,569
Change+1,719 (+31%)
Value$1.2M (+$297.0K)
Filed 2026-11-04
One Day In July LLC
INCREASED
Shares7,223 from 7,204
Change+19 (+0%)
Value$1.2M (+$17.6K)
Filed 2026-10-30
Rolek Wealth Management LLC
DECREASED
Shares7,080 from 7,251
Change-171 (-2%)
Value$1.2M (-$13.9K)
Filed 2026-10-21
Orgel Wealth Management, LLC
UNCHANGED
Shares7,065 from 7,065
Change0 (0%)
Value$1.2M (+$14.2K)
Filed 2026-10-14
Tenet Wealth Partners, LLC
DECREASED
Shares7,012 from 7,269
Change-257 (-4%)
Value$1.2M (-$12.4K)
Filed 2026-10-19
Cooper S Advisors, LLC
UNCHANGED
Shares7,006 from 7,006
Change0 (0%)
Value$1.2M (+$14.1K)
Filed 2026-11-03
Downshift Financial, LLC
INCREASED
Shares6,991 from 6,298
Change+693 (+11%)
Value$1.2M (+$127.8K)
Filed 2026-10-13
Elevation Wealth Management LLC
INCREASED
Shares6,931 from 6,920
Change+11 (+0%)
Value$1.2M (+$15.7K)
Filed 2026-11-02
Windsor Capital Management, LLC
DECREASED
Shares6,930 from 6,941
Change-11 (0%)
Value$1.2M (+$12.0K)
Filed 2026-10-13
Foundry Financial LLC
INCREASED
Shares6,920 from 6,907
Change+13 (+0%)
Value$1.2M (+$16.1K)
Filed 2026-10-16
Capital City Trust Co
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$1.1M (+$13.9K)
Filed 2026-10-22
Albion Financial Group
UNCHANGED
Shares6,885 from 6,885
Change0 (0%)
Value$1.1M (+$13.8K)
Filed 2026-10-21
Chesley Taft & Associates LLC
INCREASED
Shares6,880 from 6,758
Change+122 (+2%)
Value$1.1M (+$33.9K)
Filed 2026-10-13
HCR Wealth Advisors
UNCHANGED
Shares6,716 from 6,716
Change0 (0%)
Value$1.1M (+$13.5K)
Filed 2026-10-15
Boston Trust Walden Corp
DECREASED
Shares6,683 from 7,034
Change-351 (-5%)
Value$1.1M (-$44.2K)
Filed 2026-10-30
Sylvest Advisors, LLC
DECREASED
Shares6,678 from 7,871
Change-1,193 (-15%)
Value$1.1M (-$182.4K)
Filed 2026-10-26
IFG Advisors, LLC
DECREASED
Shares6,661 from 7,084
Change-423 (-6%)
Value$1.1M (-$56.1K)
Filed 2026-10-15
Bond & Devick Financial Network, Inc.
INCREASED
Shares6,615 from 6,613
Change+2 (+0%)
Value$1.1M (+$13.6K)
Filed 2026-10-23
Brandywine OAK Private Wealth LLC
DECREASED
Shares6,605 from 7,003
Change-398 (-6%)
Value$1.1M (-$52.1K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED
Shares6,605 from 6,605
Change0 (0%)
Value$1.1M (+$13.3K)
Filed 2026-10-15
TSA Wealth Managment LLC
DECREASED
Shares6,596 from 7,194
Change-598 (-8%)
Value$1.1M (-$85.0K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED
Shares6,545 from 7,859
Change-1,314 (-17%)
Value$1.1M (-$202.7K)
Filed 2026-10-08
Spire Wealth Management
DECREASED
Shares6,539 from 6,559
Change-20 (0%)
Value$1.1M (+$9.9K)
Filed 2026-10-30
Guidance Capital, Inc
INCREASED
Shares6,534 from 4,338
Change+2,196 (+51%)
Value$1.1M (+$358.6K)
Filed 2026-11-03
Ejmk Ventures LLC
DECREASED
Shares6,526 from 6,604
Change-78 (-1%)
Value$1.1M (+$357)
Filed 2026-10-21
Grange Capital, LLC
DECREASED
Shares6,468 from 6,653
Change-185 (-3%)
Value$1.1M (-$17.5K)
Filed 2026-10-20
55 North Private Wealth, LLC
DECREASED
Shares6,395 from 6,995
Change-600 (-9%)
Value$1.1M (-$85.7K)
Filed 2026-10-20
Outlook Wealth Advisors, LLC
INCREASED
Shares6,387 from 6,371
Change+16 (+0%)
Value$1.1M (+$15.5K)
Filed 2026-10-28
Truefg, LLC
DECREASED
Shares6,344 from 6,379
Change-35 (-1%)
Value$1.1M (+$7.1K)
Filed 2026-10-15
Winter & Associates, Inc.
DECREASED
Shares6,287 from 6,311
Change-24 (0%)
Value$1.1M (+$15.8K)
Filed 2026-10-23
Confluence Wealth Services, Inc.
INCREASED
Shares6,270 from 3,814
Change+2,456 (+64%)
Value$1.0M (+$416.1K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares6,269 from 6,717
Change-448 (-7%)
Value$1.0M (-$61.0K)
Filed 2026-10-13
Balentine LLC
UNCHANGED
Shares6,243 from 6,243
Change0 (0%)
Value$1.0M (+$12.6K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares6,217 from 5,776
Change+441 (+8%)
Value$1.0M (+$88.9K)
Filed 2026-10-16
Bison Wealth, LLC
DECREASED
Shares6,204 from 6,266
Change-62 (-1%)
Value$1.1M (+$16.8K)
Filed 2026-10-13
MSH Capital Advisors LLC
INCREASED
Shares6,180 from 6,178
Change+2 (+0%)
Value$1.0M (+$12.8K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares6,175 from 6,645
Change-470 (-7%)
Value$1.0M (-$64.8K)
Filed 2026-10-15
Bell Bank
INCREASED
Shares6,171 from 1,839
Change+4,332 (+236%)
Value$1.0M (+$724.0K)
Filed 2026-10-21
Fiduciary Advisors, Inc.
DECREASED
Shares6,163 from 6,225
Change-62 (-1%)
Value$1.0M (+$2.2K)
Filed 2026-10-16
WJ Wealth Management, LLC
INCREASED
Shares6,109 from 5,800
Change+309 (+5%)
Value$1.0M (+$63.0K)
Filed 2026-11-03
Retiremitten Financial LLC
INCREASED
Shares6,093 from 6,092
Change+1 (+0%)
Value$1.0M (+$25.1K)
Filed 2026-11-05
True North Advisors, LLC
UNCHANGED
Shares6,080 from 6,080
Change0 (0%)
Value$1.0M (+$12.3K)
Filed 2026-10-22
Watershed Private Wealth LLC
INCREASED
Shares6,063 from 5,403
Change+660 (+12%)
Value$1.0M (+$120.6K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares6,061 from 5,755
Change+306 (+5%)
Value$1.0M (+$62.4K)
Filed 2026-11-05
Evanson Financial, LLC
DECREASED
Shares6,036 from 6,256
Change-220 (-4%)
Value$1.0M (-$24.0K)
Filed 2026-10-23
Adkins Seale Capital Management LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$997.7K (+$12.1K)
Filed 2026-10-27
Parsons Capital Management Inc
INCREASED
Shares5,996 from 5,991
Change+5 (+0%)
Value$997.0K (+$12.9K)
Filed 2026-10-28
Gemmer Asset Management LLC
INCREASED
Shares5,937 from 5,896
Change+41 (+1%)
Value$987.1K (+$18.5K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares5,836 from 1,334
Change+4,502 (+337%)
Value$970.4K (+$751.3K)
Filed 2026-11-04
Wilkins Miller Wealth Management, LLC
INCREASED
Shares5,810 from 5,777
Change+33 (+1%)
Value$966.0K (+$17.0K)
Filed 2026-10-13
Gilliland Jeter Wealth Management LLC
DECREASED
Shares5,797 from 5,801
Change-4 (0%)
Value$964.0K (+$11.0K)
Filed 2026-10-28
Retirement Investment Advisors, Inc.
DECREASED
Shares5,756 from 5,971
Change-215 (-4%)
Value$957.1K (-$23.3K)
Filed 2026-10-22
Cypress Capital Group
UNCHANGED
Shares5,729 from 5,729
Change0 (0%)
Value$952.6K (+$11.5K)
Filed 2026-11-03
BCS Wealth Management
UNCHANGED
Shares5,695 from 5,695
Change0 (0%)
Value$947.0K (+$11.4K)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
UNCHANGED
Shares5,680 from 5,680
Change0 (0%)
Value$944.5K (+$11.4K)
Filed 2026-10-19
Biltmore Family Office, LLC
UNCHANGED
Shares5,673 from 5,673
Change0 (0%)
Value$943.3K (+$11.4K)
Filed 2026-11-03
Florida Trust Wealth Management Co
INCREASED
Shares5,658 from 4,932
Change+726 (+15%)
Value$940.8K (+$130.6K)
Filed 2026-11-05
McClarren Financial Advisors, Inc.
DECREASED
Shares5,644 from 5,720
Change-76 (-1%)
Value$938.5K (-$1.2K)
Filed 2026-10-15
Advisor OS, LLC
DECREASED
Shares5,637 from 6,846
Change-1,209 (-18%)
Value$937.4K (-$187.3K)
Filed 2026-11-03
Basso Capital Management, L.P.
DECREASED
Shares5,628 from 5,678
Change-50 (-1%)
Value$935.8K (+$3.1K)
Filed 2026-10-30
Chapin Davis, Inc.
DECREASED
Shares5,579 from 5,628
Change-49 (-1%)
Value$927.7K (+$3.2K)
Filed 2026-10-09
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares5,566 from 5,566
Change0 (0%)
Value$925.5K (+$11.2K)
Filed 2026-10-23
Arista Wealth Management, LLC
INCREASED
Shares5,564 from 4,796
Change+768 (+16%)
Value$925.2K (+$137.3K)
Filed 2026-10-29
Pacific Park Financial, Inc.
INCREASED
Shares5,532 from 5,466
Change+66 (+1%)
Value$919.9K (+$22.0K)
Filed 2026-10-13
Inman Jager Wealth Management, LLC
UNCHANGED
Shares5,482 from 5,482
Change0 (0%)
Value$911.5K (+$11.0K)
Filed 2026-11-05
Thrive Wealth Management, LLC
DECREASED
Shares5,457 from 5,540
Change-83 (-1%)
Value$907.4K (-$2.6K)
Filed 2026-10-13
Sound Stewardship, LLC
DECREASED
Shares5,454 from 5,652
Change-198 (-3%)
Value$906.9K (-$21.6K)
Filed 2026-10-14
Meitav Investment House LTD
DECREASED
Shares5,443 from 5,967
Change-524 (-9%)
Value$930.0K (-$91.4K)
Filed 2026-10-28
Successful Portfolios LLC
INCREASED
Shares5,413 from 5,412
Change+1 (+0%)
Value$915.2K (+$19.4K)
Filed 2026-10-09
XML Financial, LLC
INCREASED
Shares5,386 from 5,385
Change+1 (+0%)
Value$895.6K (+$11.1K)
Filed 2026-10-29
Professional Financial Advisors, LLC
DECREASED
Shares5,348 from 5,479
Change-131 (-2%)
Value$889.3K (-$10.8K)
Filed 2026-10-13
Advisory Solutions Group, LLC
INCREASED
Shares5,279 from 1,478
Change+3,801 (+257%)
Value$877.8K (+$635.1K)
Filed 2026-10-14
American National Bank & Trust
INCREASED
Shares5,271 from 4,812
Change+459 (+10%)
Value$876.5K (+$86.0K)
Filed 2026-10-07
Optivise Advisory Services LLC
DECREASED
Shares5,251 from 5,351
Change-100 (-2%)
Value$873.1K (-$5.9K)
Filed 2026-10-19
Penney Financial, LLC
UNCHANGED
Shares5,246 from 5,246
Change0 (0%)
Value$872.3K (+$10.5K)
Filed 2026-10-20
Aprio Wealth Management, LLC
UNCHANGED
Shares5,235 from 5,235
Change0 (0%)
Value$870.4K (+$10.5K)
Filed 2026-10-28
Northeast Investment Management
UNCHANGED
Shares5,217 from 5,217
Change0 (0%)
Value$867.5K (+$10.5K)
Filed 2026-10-30
CGN Advisors LLC
DECREASED
Shares5,176 from 5,352
Change-176 (-3%)
Value$860.7K (-$18.5K)
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares5,160 from 5,160
Change0 (0%)
Value$858.0K (+$10.4K)
Filed 2026-10-05
TrustWell Financial Advisors, LLC
INCREASED
Shares5,128 from 4,949
Change+179 (+4%)
Value$852.7K (+$39.7K)
Filed 2026-10-15
WealthBridge Capital Management, LLC
DECREASED
Shares5,109 from 5,112
Change-3 (0%)
Value$849.5K (+$9.9K)
Filed 2026-10-16
Global View Capital Management LLC
DECREASED
Shares5,084 from 6,779
Change-1,695 (-25%)
Value$845.4K (-$268.2K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares5,071 from 1,547
Change+3,524 (+228%)
Value$843.2K (+$589.1K)
Filed 2026-10-13
Mainsail Financial Group, LLC
UNCHANGED
Shares5,062 from 5,062
Change0 (0%)
Value$841.7K (+$10.2K)
Filed 2026-10-23
Quarry Hill Advisors, LLC
UNCHANGED
Shares5,041 from 5,041
Change0 (0%)
Value$838.2K (+$10.1K)
Filed 2026-11-04
Soundwatch Capital LLC
DECREASED
Shares5,000 from 6,604
Change-1,604 (-24%)
Value$839.8K (-$245.1K)
Filed 2026-11-04
1834 Investment Advisors Co
UNCHANGED
Shares4,995 from 4,995
Change0 (0%)
Value$830.6K (+$10.0K)
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares4,952 from 2,106
Change+2,846 (+135%)
Value$823.3K (+$477.3K)
Filed 2026-10-26
Pinkerton Wealth, LLC
NEW
Shares4,925
Change+4,925
Value$818.9K
Filed 2026-10-29
True Freedom Investing, LLC
NEW
Shares4,925
Change+4,925
Value$818.9K
Filed 2026-10-29
Align Financial, LLC
UNCHANGED
Shares4,880 from 4,880
Change0 (0%)
Value$811.4K (+$9.8K)
Filed 2026-10-16
Forum Financial Management, LP
DECREASED
Shares4,875 from 4,998
Change-123 (-2%)
Value$810.6K (-$10.4K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
DECREASED
Shares4,870 from 4,978
Change-108 (-2%)
Value$809.9K (-$7.8K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares4,850 from 4,850
Change0 (0%)
Value$796.8K ($0)
Filed 2026-10-06
Cadent Capital Advisors, LLC
UNCHANGED
Shares4,839 from 4,839
Change0 (0%)
Value$804.6K (+$9.7K)
Filed 2026-10-09
River Street Advisors LLC
INCREASED
Shares4,826 from 4,746
Change+80 (+2%)
Value$802.5K (+$22.8K)
Filed 2026-10-22
FSM Wealth Advisors, LLC
INCREASED
Shares4,803 from 4,802
Change+1 (+0%)
Value$809.6K (+$20.8K)
Filed 2026-10-27
Power Wealth Management LLC
DECREASED
Shares4,792 from 4,905
Change-113 (-2%)
Value$796.8K (-$8.9K)
Filed 2026-10-27
Traphagen Investment Advisors LLC
DECREASED
Shares4,789 from 4,803
Change-14 (0%)
Value$796.4K (+$7.3K)
Filed 2026-10-14
Arta Finance Wealth Management LLC
INCREASED
Shares4,782 from 4,735
Change+47 (+1%)
Value$795.2K (+$17.3K)
Filed 2026-10-28
Root Financial Partners, LLC
INCREASED
Shares4,764 from 2,519
Change+2,245 (+89%)
Value$792.2K (+$378.4K)
Filed 2026-10-21
Encompass Wealth Advisors, LLC
INCREASED
Shares4,706 from 2,374
Change+2,332 (+98%)
Value$782.7K (+$392.6K)
Filed 2026-10-15
AWM Capital, LLC
INCREASED
Shares4,671 from 4,660
Change+11 (+0%)
Value$776.7K (+$11.1K)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares4,669 from 4,972
Change-303 (-6%)
Value$776.3K (-$40.4K)
Filed 2026-10-14
Tarbox Family Office, Inc.
UNCHANGED
Shares4,656 from 4,656
Change0 (0%)
Value$774.3K (+$9.4K)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
DECREASED
Shares4,591 from 4,643
Change-52 (-1%)
Value$763.4K (+$685)
Filed 2026-10-29
APS Management Group, Inc.
UNCHANGED
Shares4,578 from 4,578
Change0 (0%)
Value$761.2K (+$9.2K)
Filed 2026-10-14
Grimes & Co Wealth Management, LLC
INCREASED
Shares4,480 from 3,944
Change+536 (+14%)
Value$744.9K (+$97.0K)
Filed 2026-10-29
Goldenstone Wealth Management LLC
UNCHANGED
Shares4,473 from 4,473
Change0 (0%)
Value$743.7K (+$9.0K)
Filed 2026-11-04
West Bancorporation Inc
DECREASED
Shares4,461 from 4,513
Change-52 (-1%)
Value$741.8K (+$424)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares4,408 from 4,407
Change+1 (+0%)
Value$733.0K (+$9.0K)
Filed 2026-10-08
Salem Investment Counselors Inc
UNCHANGED
Shares4,380 from 4,380
Change0 (0%)
Value$728.3K (+$8.8K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares4,376 from 4,242
Change+134 (+3%)
Value$727.6K (+$30.8K)
Filed 2026-10-08
Sharkey, Howes & Javer
INCREASED
Shares4,346 from 4,148
Change+198 (+5%)
Value$722.7K (+$41.3K)
Filed 2026-10-22
International Private Wealth Advisors LLC
NEW
Shares4,280
Change+4,280
Value$711.7K
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares4,265 from 3,838
Change+427 (+11%)
Value$709.2K (+$78.7K)
Filed 2026-10-20
Pettinga Financial Advisors LLC
DECREASED
Shares4,237 from 5,042
Change-805 (-16%)
Value$704.5K (-$123.7K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
INCREASED
Shares4,231 from 4,159
Change+72 (+2%)
Value$703.5K (+$20.3K)
Filed 2026-10-30
Nemes Rush Group LLC
DECREASED
Shares4,222 from 4,274
Change-52 (-1%)
Value$702.0K (-$121)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED
Shares4,218 from 4,165
Change+53 (+1%)
Value$701.4K (+$17.2K)
Filed 2026-11-04
Zullo Investment Group, Inc.
DECREASED
Shares4,215 from 4,360
Change-145 (-3%)
Value$700.9K (-$15.4K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
INCREASED
Shares4,215 from 4,209
Change+6 (+0%)
Value$700.9K (+$9.5K)
Filed 2026-10-07
Clear Point Advisors Inc.
INCREASED
Shares4,209 from 4,203
Change+6 (+0%)
Value$699.9K (+$9.5K)
Filed 2026-10-30
Arlington Trust Co LLC
UNCHANGED
Shares4,201 from 4,201
Change0 (0%)
Value$698.5K (+$8.4K)
Filed 2026-10-20
Integras Partners LLC
INCREASED
Shares4,200 from 4,142
Change+58 (+1%)
Value$698.4K (+$18.0K)
Filed 2026-10-30
Next Level Private LLC
DECREASED
Shares4,198 from 4,423
Change-225 (-5%)
Value$698.0K (-$28.5K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares4,181 from 4,181
Change0 (0%)
Value$695.2K (+$8.5K)
Filed 2026-10-16
Fund Evaluation Group, LLC
NEW
Shares4,175
Change+4,175
Value$694.2K
Filed 2026-11-05
Wealthcare Capital Partners, LLC
INCREASED
Shares4,168 from 3,828
Change+340 (+9%)
Value$693.1K (+$64.2K)
Filed 2026-10-21
Mallini Complete Financial Planning LLC
UNCHANGED
Shares4,157 from 4,157
Change0 (0%)
Value$691.2K (+$8.4K)
Filed 2026-10-06
William Howard & Co Financial Advisors Inc
INCREASED
Shares4,144 from 4,139
Change+5 (+0%)
Value$689.0K (+$9.1K)
Filed 2026-11-04
Asset Allocation & Management Company, LLC
UNCHANGED
Shares4,143 from 4,143
Change0 (0%)
Value$689 (+$8)
Filed 2026-10-13
GEN Financial Management, Inc.
UNCHANGED
Shares4,137 from 4,137
Change0 (0%)
Value$687.9K (+$8.3K)
Filed 2026-10-13
Ayrshire Capital Management LLC
INCREASED
Shares4,117 from 4,029
Change+88 (+2%)
Value$684.5K (+$22.8K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
DECREASED
Shares4,116 from 4,322
Change-206 (-5%)
Value$684.6K (-$25.5K)
Filed 2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares4,106 from 4,106
Change0 (0%)
Value$682.7K (+$8.3K)
Filed 2026-10-28
Stonebridge Financial Group, LLC
INCREASED
Shares4,032 from 4,012
Change+20 (+1%)
Value$670.4K (+$11.4K)
Filed 2026-10-01
Cornerstone Planning, LLC
UNCHANGED
Shares4,002 from 4,002
Change0 (0%)
Value$660.4K (+$2.9K)
Filed 2026-10-27
Trinity Financial Advisors LLC
INCREASED
Shares3,951 from 3,941
Change+10 (+0%)
Value$657.0K (+$9.6K)
Filed 2026-10-09
West Wealth Group, LLC
NEW
Shares3,918
Change+3,918
Value$651.6K
Filed 2026-10-14
Stone Summit Wealth LLC
UNCHANGED
Shares3,915 from 3,915
Change0 (0%)
Value$651.0K (+$7.9K)
Filed 2026-10-14
GC Wealth Management RIA, LLC
DECREASED
Shares3,914 from 3,915
Change-1 (0%)
Value$650.9K (+$7.9K)
Filed 2026-11-02
Cooke Wealth Management, LLC
UNCHANGED
Shares3,910 from 3,910
Change0 (0%)
Value$650.2K (+$7.9K)
Filed 2026-10-13
Rockwood Wealth Management, LLC
INCREASED
Shares3,891 from 3,801
Change+90 (+2%)
Value$646.9K (+$22.6K)
Filed 2026-10-27
Clarity Wealth Advisors, LLC
INCREASED
Shares3,888 from 1,474
Change+2,414 (+164%)
Value$646.5K (+$404.4K)
Filed 2026-10-21
Davidson Trust Co
INCREASED
Shares3,880 from 2,593
Change+1,287 (+50%)
Value$645.2K (+$219.2K)
Filed 2026-10-09
Lpwm LLC
INCREASED
Shares3,878 from 3,509
Change+369 (+11%)
Value$644.8K (+$68.3K)
Filed 2026-10-20
Cullen Investment Group, Ltd.
INCREASED
Shares3,870 from 3,793
Change+77 (+2%)
Value$655.7K (+$32.7K)
Filed 2026-10-13
Tradewinds Capital Management, LLC
UNCHANGED
Shares3,847 from 3,847
Change0 (0%)
Value$639.7K (+$7.7K)
Filed 2026-10-23
Farnam Financial LLC
UNCHANGED
Shares3,823 from 3,823
Change0 (0%)
Value$634.9K (+$6.9K)
Filed 2026-10-21
Rossmore Private Capital
UNCHANGED
Shares3,775 from 3,775
Change0 (0%)
Value$627.7K (+$7.6K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares3,764 from 3,754
Change+10 (+0%)
Value$625.9K (+$9.2K)
Filed 2026-10-27
Solidarity Wealth, LLC
UNCHANGED
Shares3,754 from 3,754
Change0 (0%)
Value$624.2K (+$7.5K)
Filed 2026-10-15
Stockman Wealth Management, Inc.
NEW
Shares3,751
Change+3,751
Value$623.7K
Filed 2026-10-27
Canandaigua National Trust Co of Florida
NEW
Shares3,748
Change+3,748
Value$623.2K
Filed 2026-10-07
Element Pointe Advisors, LLC
INCREASED
Shares3,699 from 2,295
Change+1,404 (+61%)
Value$615.1K (+$238.1K)
Filed 2026-10-21
Culbertson A N & Co Inc
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$614.4K (+$7.4K)
Filed 2026-10-21
McNaughton Wealth Management, LLC
UNCHANGED
Shares3,662 from 3,662
Change0 (0%)
Value$608.9K (+$7.4K)
Filed 2026-10-09
Wetzel Investment Advisors, Inc.
DECREASED
Shares3,644 from 3,763
Change-119 (-3%)
Value$605.9K (-$12.2K)
Filed 2026-10-13
W Advisors, LLC
INCREASED
Shares3,625 from 2,878
Change+747 (+26%)
Value$602.8K (+$130.0K)
Filed 2026-11-02
NTV Asset Management LLC
DECREASED
Shares3,612 from 3,880
Change-268 (-7%)
Value$600.6K (-$36.8K)
Filed 2026-10-23
Piedmont Capital Management, LLC
UNCHANGED
Shares3,591 from 3,591
Change0 (0%)
Value$597.1K (+$7.2K)
Filed 2026-10-21
Laurel Wealth Advisors LLC
UNCHANGED
Shares3,580 from 3,580
Change0 (0%)
Value$595.3K (+$7.2K)
Filed 2026-10-27
CX Institutional
DECREASED
Shares3,579 from 3,905
Change-326 (-8%)
Value$595 (-$46)
Filed 2026-10-02
Petros Family Wealth, LLC
DECREASED
Shares3,573 from 4,973
Change-1,400 (-28%)
Value$594.2K (-$222.8K)
Filed 2026-10-28
Harbor Group, Inc.
DECREASED
Shares3,554 from 3,650
Change-96 (-3%)
Value$590.9K (-$8.7K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
DECREASED
Shares3,532 from 3,583
Change-51 (-1%)
Value$587.4K (-$1.2K)
Filed 2026-10-30
Yankcom Partnership
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$582.0K (+$7.0K)
Filed 2026-10-15
Aire Advisors, LLC
DECREASED
Shares3,470 from 4,474
Change-1,004 (-22%)
Value$577.0K (-$158.0K)
Filed 2026-10-22
Busey Bank
UNCHANGED
Shares3,469 from 3,469
Change0 (0%)
Value$576.8K (+$7.0K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares3,468 from 3,468
Change0 (0%)
Value$576.6K (+$7.0K)
Filed 2026-10-16
Wealth Alliance Advisory Group, LLC
DECREASED
Shares3,454 from 4,740
Change-1,286 (-27%)
Value$574.3K (-$204.4K)
Filed 2026-10-14
Norden Group LLC
UNCHANGED
Shares3,451 from 3,451
Change0 (0%)
Value$573.8K (+$6.9K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED
Shares3,428 from 3,418
Change+10 (+0%)
Value$569.9K (+$8.4K)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares3,421 from 3,471
Change-50 (-1%)
Value$568.8K (-$1.3K)
Filed 2026-10-28
PW Nova Financial Services LLC
DECREASED
Shares3,413 from 3,933
Change-520 (-13%)
Value$567.5K (-$78.6K)
Filed 2026-10-15
Avid Wealth Partners LLC
DECREASED
Shares3,412 from 3,498
Change-86 (-2%)
Value$567.3K (-$7.3K)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,396 from 3,240
Change+156 (+5%)
Value$564.7K (+$32.5K)
Filed 2026-11-02
MKD Wealth Coaches, LLC
UNCHANGED
Shares3,394 from 3,394
Change0 (0%)
Value$564.4K (+$6.8K)
Filed 2026-10-09
Sunpointe, LLC
INCREASED
Shares3,374 from 3,366
Change+8 (+0%)
Value$561.1K (+$8.1K)
Filed 2026-10-22
AMG National Trust Bank
DECREASED
Shares3,359 from 3,409
Change-50 (-1%)
Value$558.5K (-$1.5K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares3,351 from 3,351
Change0 (0%)
Value$557.2K (+$7.6K)
Filed 2026-10-29
Principle Wealth Partners LLC
INCREASED
Shares3,340 from 3,338
Change+2 (+0%)
Value$555.5K (+$7.2K)
Filed 2026-11-02
Marietta Wealth Management, LLC
INCREASED
Shares3,324 from 3,245
Change+79 (+2%)
Value$556.4K (+$23.3K)
Filed 2026-10-22
Level Financial Advisors
INCREASED
Shares3,319 from 3,318
Change+1 (+0%)
Value$551.9K (+$6.9K)
Filed 2026-10-13
National Wealth Management Group, LLC
DECREASED
Shares3,287 from 3,292
Change-5 (0%)
Value$546.6K (+$5.9K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares3,280 from 2,921
Change+359 (+12%)
Value$546.7K (+$67.6K)
Filed 2026-11-02
Verus Capital Partners, LLC
DECREASED
Shares3,273 from 3,334
Change-61 (-2%)
Value$544.3K (-$3.4K)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares3,267 from 1,844
Change+1,423 (+77%)
Value$543.2K (+$240.3K)
Filed 2026-10-23
Oath Planning, LLC
INCREASED
Shares3,244 from 2,619
Change+625 (+24%)
Value$539.3K (+$109.2K)
Filed 2026-10-20
Evergreen Capital Management LLC
INCREASED
Shares3,239 from 2,980
Change+259 (+9%)
Value$538.6K (+$49.1K)
Filed 2026-10-23
Norris Perne & French LLP
UNCHANGED
Shares3,224 from 3,224
Change0 (0%)
Value$536.1K (+$6.5K)
Filed 2026-10-23
Avion Wealth
INCREASED
Shares3,207 from 3,107
Change+100 (+3%)
Value$533.0K (+$23.0K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares3,194 from 4,284
Change-1,090 (-25%)
Value$531.2K (-$172.6K)
Filed 2026-11-02
Echo45 Advisors LLC
DECREASED
Shares3,158 from 3,409
Change-251 (-7%)
Value$525.1K (-$34.9K)
Filed 2026-10-07
Integrated Advisors Network LLC
INCREASED
Shares3,149 from 2,033
Change+1,116 (+55%)
Value$523.6K (+$189.7K)
Filed 2026-10-20
McGuire Investment Group, LLC
INCREASED
Shares3,126 from 3,071
Change+55 (+2%)
Value$519.8K (+$15.3K)
Filed 2026-10-23
One Advisory Partners, LLC
DECREASED
Shares3,122 from 3,151
Change-29 (-1%)
Value$519.1K (+$1.5K)
Filed 2026-10-22
Fragasso Financial Advisors Inc
DECREASED
Shares3,111 from 3,422
Change-311 (-9%)
Value$527.9K (-$34.3K)
Filed 2026-10-13
PUREfi Wealth, LLC
DECREASED
Shares3,105 from 3,118
Change-13 (0%)
Value$516.3K (+$4.1K)
Filed 2026-10-19
Powerhouse Assets LLC
UNCHANGED
Shares3,103 from 3,103
Change0 (0%)
Value$516.0K (+$6.2K)
Filed 2026-10-19
Childress Capital Advisors, LLC
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$515.5K (+$6.2K)
Filed 2026-10-28
Pioneer Wealth Management Group
INCREASED
Shares3,081 from 3,055
Change+26 (+1%)
Value$512.4K (+$10.5K)
Filed 2026-10-09
Lawood & Co
DECREASED
Shares3,073 from 3,359
Change-286 (-9%)
Value$511.0K (-$40.8K)
Filed 2026-10-09
Bauman Advisory Group, LLC
INCREASED
Shares3,065 from 3,052
Change+13 (+0%)
Value$509.7K (+$8.3K)
Filed 2026-10-29
Collective Family Office LLC
INCREASED
Shares3,057 from 2,609
Change+448 (+17%)
Value$508.3K (+$79.7K)
Filed 2026-10-05
Inscription Capital, LLC
INCREASED
Shares3,051 from 3,046
Change+5 (+0%)
Value$507.3K (+$6.9K)
Filed 2026-11-02
Cadinha & Co LLC
UNCHANGED
Shares3,051 from 3,051
Change0 (0%)
Value$507.3K (+$6.2K)
Filed 2026-10-22
Warren Street Wealth Advisors, LLC
INCREASED
Shares3,044 from 3,043
Change+1 (+0%)
Value$506.1K (+$6.3K)
Filed 2026-11-04
Calamos Wealth Management LLC
DECREASED
Shares3,042 from 6,065
Change-3,023 (-50%)
Value$505.8K (-$490.5K)
Filed 2026-11-02
Victory Financial Group, LLC
DECREASED
Shares3,025 from 3,404
Change-379 (-11%)
Value$503.1K (-$56.0K)
Filed 2026-10-27
Old National Bancorp
DECREASED
Shares3,013 from 3,033
Change-20 (-1%)
Value$501.0K (+$2.8K)
Filed 2026-10-20
Radnor Capital Management, LLC
UNCHANGED
Shares3,011 from 3,011
Change0 (0%)
Value$500.7K (+$6.1K)
Filed 2026-10-23
Sovran Advisors, LLC
DECREASED
Shares2,998 from 3,715
Change-717 (-19%)
Value$503.4K (-$100.4K)
Filed 2026-11-02
TrustBank
INCREASED
Shares2,977 from 2,202
Change+775 (+35%)
Value$495.0K (+$133.3K)
Filed 2026-10-20
Townsend Financial Planning, LLC
DECREASED
Shares2,977 from 3,197
Change-220 (-7%)
Value$495.0K (-$30.2K)
Filed 2026-11-02
RAM Investment Partners, LLC
NEW
Shares2,966
Change+2,966
Value$493.2K
Filed 2026-10-21
Beacon Capital Management, LLC
INCREASED
Shares2,959 from 1,897
Change+1,062 (+56%)
Value$492.1K (+$180.5K)
Filed 2026-10-23
Live Oak Private Wealth LLC
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$491.4K (+$5.9K)
Filed 2026-11-02
Woodward Financial Advisors, Inc.
UNCHANGED
Shares2,953 from 2,953
Change0 (0%)
Value$491.0K (+$5.9K)
Filed 2026-10-19
NovaPoint Capital, LLC
INCREASED
Shares2,939 from 2,568
Change+371 (+14%)
Value$488.7K (+$66.9K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares2,903
Change+2,903
Value$483.0K
Filed 2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares2,893 from 2,897
Change-4 (0%)
Value$481.1K (+$5.1K)
Filed 2026-10-29
Milestone Asset Management Group, LLC
DECREASED
Shares2,887 from 3,847
Change-960 (-25%)
Value$480.0K (-$152.0K)
Filed 2026-10-20
TritonPoint Partners, LLC
DECREASED
Shares2,884 from 3,179
Change-295 (-9%)
Value$479.6K (-$42.7K)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$479.1K (+$5.8K)
Filed 2026-10-16
Vicus Capital
DECREASED
Shares2,877 from 3,057
Change-180 (-6%)
Value$478.5K (-$23.6K)
Filed 2026-11-05
Lodestar Private Asset Management LLC
DECREASED
Shares2,875 from 3,232
Change-357 (-11%)
Value$478.1K (-$52.9K)
Filed 2026-10-26
Raleigh Capital Management Inc.
INCREASED
Shares2,866 from 145
Change+2,721 (+1877%)
Value$476.6K (+$452.8K)
Filed 2026-10-28
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares2,831 from 2,831
Change0 (0%)
Value$470.7K (+$5.7K)
Filed 2026-11-05
Carnegie Investment Counsel
UNCHANGED
Shares2,826 from 2,826
Change0 (0%)
Value$469.9K (+$5.7K)
Filed 2026-10-20
Great Waters Wealth Management
UNCHANGED
Shares2,822 from 2,822
Change0 (0%)
Value$469.2K (+$5.7K)
Filed 2026-10-07
Heartwood Wealth Advisors LLC
UNCHANGED
Shares2,809 from 2,809
Change0 (0%)
Value$467.1K (+$5.6K)
Filed 2026-10-05
Greenhouse Wealth Management, LLC
INCREASED
Shares2,785 from 2,777
Change+8 (+0%)
Value$463.0K (+$6.8K)
Filed 2026-10-20
Jamison Private Wealth Management, Inc.
NEW
Shares2,783
Change+2,783
Value$462.8K
Filed 2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,758 from 2,758
Change0 (0%)
Value$458.6K (+$5.5K)
Filed 2026-10-22
Greatmark Investment Partners, Inc.
INCREASED
Shares2,757 from 2,750
Change+7 (+0%)
Value$458.4K (+$6.8K)
Filed 2026-10-28
DecisionMap Wealth Management, LLC
INCREASED
Shares2,739 from 2,738
Change+1 (+0%)
Value$455.4K (+$5.7K)
Filed 2026-10-29
Capstone Wealth Management, LLC
INCREASED
Shares2,721 from 2,717
Change+4 (+0%)
Value$452.5K (+$6.2K)
Filed 2026-11-02
Sincerus Advisory, LLC
INCREASED
Shares2,703 from 2,701
Change+2 (+0%)
Value$449.4K (+$5.7K)
Filed 2026-10-09
Latitude Advisors, LLC
DECREASED
Shares2,686 from 3,507
Change-821 (-23%)
Value$446.7K (-$129.5K)
Filed 2026-10-27
Financial Symmetry Inc
INCREASED
Shares2,672 from 2,666
Change+6 (+0%)
Value$444.3K (+$6.4K)
Filed 2026-10-06
Stackstone Wealth, LLC
NEW
Shares2,651
Change+2,651
Value$440.8K
Filed 2026-10-19
Entrust Financial LLC
INCREASED
Shares2,642 from 2,544
Change+98 (+4%)
Value$439.3K (+$21.4K)
Filed 2026-11-04
Ballast, Inc.
NEW
Shares2,637
Change+2,637
Value$438.5K
Filed 2026-10-20
Sensible Money, LLC
DECREASED
Shares2,632 from 2,672
Change-40 (-1%)
Value$437.6K (-$1.3K)
Filed 2026-10-20
Regions Financial Corp
INCREASED
Shares2,631 from 2,537
Change+94 (+4%)
Value$437.5K (+$20.7K)
Filed 2026-11-05
Sterling Investment Advisors LLC
INCREASED
Shares2,631 from 2,620
Change+11 (+0%)
Value$437.5K (+$7.1K)
Filed 2026-10-27
Olio Financial Planning
UNCHANGED
Shares2,624 from 2,624
Change0 (0%)
Value$436.3K (+$5.3K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares2,616 from 2,824
Change-208 (-7%)
Value$435.0K (-$28.9K)
Filed 2026-10-23
Integris Wealth Management, LLC
UNCHANGED
Shares2,604 from 2,604
Change0 (0%)
Value$433.0K (+$5.2K)
Filed 2026-10-14
InTrack Investment Management Inc
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$432.3K (+$5.2K)
Filed 2026-10-15
Shepherd Financial Partners LLC
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$430.7K (+$5.2K)
Filed 2026-11-03
Old Second National Bank of Aurora
DECREASED
Shares2,586 from 2,742
Change-156 (-6%)
Value$430.0K (-$20.4K)
Filed 2026-10-22
Svrn Asset Management, LLC
INCREASED
Shares2,578 from 2,000
Change+578 (+29%)
Value$428.7K (+$100.1K)
Filed 2026-11-02
Compass Wealth Management LLC
UNCHANGED
Shares2,569 from 2,569
Change0 (0%)
Value$427.2K (+$5.2K)
Filed 2026-10-22
Old Mission Investment Co LLC
INCREASED
Shares2,566 from 2,532
Change+34 (+1%)
Value$426.7K (+$10.8K)
Filed 2026-10-22
Nadler Financial Group, Inc.
INCREASED
Shares2,558 from 2,372
Change+186 (+8%)
Value$425.3K (+$35.7K)
Filed 2026-10-23
Barrett & Company, Inc.
INCREASED
Shares2,542 from 2,541
Change+1 (+0%)
Value$422.6K (+$5.1K)
Filed 2026-10-22
Equita Financial Network, Inc.
INCREASED
Shares2,530 from 1,563
Change+967 (+62%)
Value$420.7K (+$163.9K)
Filed 2026-10-19
Five Oceans Advisors
UNCHANGED
Shares2,514 from 2,514
Change0 (0%)
Value$418.0K (+$5.0K)
Filed 2026-10-22
Integrated Wealth Management
DECREASED
Shares2,513 from 2,862
Change-349 (-12%)
Value$417.8K (-$52.3K)
Filed 2026-10-19
Shira Ridge Wealth Management
UNCHANGED
Shares2,505 from 2,505
Change0 (0%)
Value$416.5K (+$5.0K)
Filed 2026-10-09
Penn Davis Mcfarland Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$415.7K (+$5.0K)
Filed 2026-10-23
Ascent Wealth Partners, LLC
UNCHANGED
Shares2,493 from 2,493
Change0 (0%)
Value$414.5K (+$5.0K)
Filed 2026-10-23
A4 Wealth Advisors LLC
DECREASED
Shares2,489 from 2,539
Change-50 (-2%)
Value$413.9K (-$3.2K)
Filed 2026-10-20
PFW Advisors LLC
UNCHANGED
Shares2,465 from 2,465
Change0 (0%)
Value$409.9K (+$5.0K)
Filed 2026-10-07
Lanark Financial, Inc.
DECREASED
Shares2,461 from 2,476
Change-15 (-1%)
Value$409.2K (+$2.5K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares2,460 from 2,232
Change+228 (+10%)
Value$409.1K (+$42.5K)
Filed 2026-10-14
Retirement Solution LLC
INCREASED
Shares2,453 from 1,676
Change+777 (+46%)
Value$408.0K (+$132.6K)
Filed 2026-10-27
Gradient Investments LLC
INCREASED
Shares2,453 from 2,450
Change+3 (+0%)
Value$408.0K (+$5.5K)
Filed 2026-10-08
Waldron Private Wealth LLC
DECREASED
Shares2,436 from 4,937
Change-2,501 (-51%)
Value$405.1K (-$405.9K)
Filed 2026-11-02
Gutierrez Wealth Advisory, LLC
INCREASED
Shares2,436 from 2,430
Change+6 (+0%)
Value$405.1K (+$6.0K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
INCREASED
Shares2,435 from 2,428
Change+7 (+0%)
Value$413.7K (+$15.4K)
Filed 2026-10-09
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares2,410 from 2,412
Change-2 (0%)
Value$400.8K (+$4.5K)
Filed 2026-10-16
Carter Financial Group, Inc.
INCREASED
Shares2,409 from 2,402
Change+7 (+0%)
Value$400.5K (+$5.9K)
Filed 2026-10-21
ARS Investment Partners, LLC
UNCHANGED
Shares2,409 from 2,409
Change0 (0%)
Value$400.6K (+$4.8K)
Filed 2026-11-05
CRA Financial Services, LLC
DECREASED
Shares2,408 from 2,434
Change-26 (-1%)
Value$400.3K (+$568)
Filed 2026-10-16
Triad Wealth Partners, LLC
INCREASED
Shares2,401 from 1,965
Change+436 (+22%)
Value$399.3K (+$73.0K)
Filed 2026-10-26
Smithbridge Asset Management Inc
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$399.1K (+$4.8K)
Filed 2026-10-19
Brickley Wealth Management
NEW
Shares2,391
Change+2,391
Value$397.6K
Filed 2026-11-04
Garde Capital, Inc.
UNCHANGED
Shares2,366 from 2,366
Change0 (0%)
Value$393.4K (+$4.8K)
Filed 2026-10-29
Mengis Capital Management, Inc.
UNCHANGED
Shares2,358 from 2,358
Change0 (0%)
Value$392.1K (+$4.7K)
Filed 2026-10-13
Wealth Quarterback LLC
INCREASED
Shares2,354 from 2,242
Change+112 (+5%)
Value$391.3K (+$23.1K)
Filed 2026-10-20
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$390.8K (+$4.7K)
Filed 2026-10-19
BAM Wealth Management, LLC
DECREASED
Shares2,348 from 2,629
Change-281 (-11%)
Value$390.4K (-$41.4K)
Filed 2026-10-15
Mitchell Sinkler & Starr
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$389.9K (+$4.7K)
Filed 2026-10-13
Occidental Asset Management, LLC
UNCHANGED
Shares2,321 from 2,321
Change0 (0%)
Value$385.9K (+$4.7K)
Filed 2026-11-05
180 Wealth Advisors, LLC
DECREASED
Shares2,319 from 2,339
Change-20 (-1%)
Value$385.7K (+$1.5K)
Filed 2026-11-03
Selective Wealth Management, Inc.
INCREASED
Shares2,318 from 2,317
Change+1 (+0%)
Value$389.4K (+$11.7K)
Filed 2026-10-16
CV Advisors LLC
INCREASED
Shares2,299 from 2,294
Change+5 (+0%)
Value$382.2K (+$5.4K)
Filed 2026-10-13
Tortuga Wealth Management, Inc
DECREASED
Shares2,294 from 2,396
Change-102 (-4%)
Value$381.7K (-$12.0K)
Filed 2026-10-27
Univest Financial Corp
DECREASED
Shares2,293 from 3,693
Change-1,400 (-38%)
Value$381.3K (-$225.4K)
Filed 2026-11-05
Myecfo, LLC
UNCHANGED
Shares2,293 from 2,293
Change0 (0%)
Value$381.3K (+$4.6K)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
INCREASED
Shares2,291 from 2,282
Change+9 (+0%)
Value$380.9K (+$6.1K)
Filed 2026-10-28
Crew Capital Management, Ltd
UNCHANGED
Shares2,278 from 2,278
Change0 (0%)
Value$378.8K (+$4.6K)
Filed 2026-10-28
Donalies Financial Planning, LLC
INCREASED
Shares2,277 from 2,271
Change+6 (+0%)
Value$378.6K (+$5.6K)
Filed 2026-10-19
Appleton Partners Inc
DECREASED
Shares2,269 from 2,339
Change-70 (-3%)
Value$377 (-$383.6K)
Filed 2026-10-30
Trilogy Capital Inc.
INCREASED
Shares2,269 from 2,232
Change+37 (+2%)
Value$377.3K (+$10.7K)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares2,256 from 2,924
Change-668 (-23%)
Value$375.0K (-$105.3K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED
Shares2,254 from 3,584
Change-1,330 (-37%)
Value$374.8K (-$213.9K)
Filed 2026-10-27
Foster Victor Wealth Advisors, LLC
NEW
Shares2,252
Change+2,252
Value$375.5K
Filed 2026-10-21
Atticus Wealth Management, LLC
DECREASED
Shares2,246 from 2,478
Change-232 (-9%)
Value$373.5K (-$33.6K)
Filed 2026-10-20
HT Partners LLC
UNCHANGED
Shares2,246 from 2,246
Change0 (0%)
Value$373.5K (+$4.5K)
Filed 2026-10-20
Altfest L J & Co Inc
INCREASED
Shares2,231 from 2,225
Change+6 (+0%)
Value$371.0K (+$5.5K)
Filed 2026-10-27
G&S Capital LLC
UNCHANGED
Shares2,207 from 2,207
Change0 (0%)
Value$367.0K (+$4.4K)
Filed 2026-10-23
Grove Street Fiduciary, LLC
UNCHANGED
Shares2,206 from 2,206
Change0 (0%)
Value$366.8K (+$4.4K)
Filed 2026-10-13
Southern Capital Advisors, LLC
DECREASED
Shares2,193 from 2,338
Change-145 (-6%)
Value$364.7K (-$19.4K)
Filed 2026-10-26
Hardin Capital Partners, LLC
DECREASED
Shares2,178 from 2,206
Change-28 (-1%)
Value$362.2K (-$795)
Filed 2026-10-09
Kanawha Capital Management LLC
INCREASED
Shares2,172 from 2,081
Change+91 (+4%)
Value$361.2K (+$19.3K)
Filed 2026-10-19
RKL Wealth Management LLC
INCREASED
Shares2,172 from 2,171
Change+1 (+0%)
Value$361.2K (+$4.5K)
Filed 2026-10-16
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares2,163 from 2,152
Change+11 (+1%)
Value$359.7K (+$6.2K)
Filed 2026-11-03
Phillip James Consulting Co.
NEW
Shares2,150
Change+2,150
Value$357.5K
Filed 2026-11-03
WealthSpring Partners, LLC
DECREASED
Shares2,133 from 2,259
Change-126 (-6%)
Value$354.7K (-$16.4K)
Filed 2026-10-14
CWA Asset Management Group, LLC
DECREASED
Shares2,120 from 2,213
Change-93 (-4%)
Value$352.5K (-$11.0K)
Filed 2026-10-19
North Star Investment Management Corp.
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$349.0K (+$4.3K)
Filed 2026-10-27
Financial Management Network Inc
INCREASED
Shares2,083 from 2,082
Change+1 (+0%)
Value$349.8K (+$10.4K)
Filed 2026-10-09
Jacksonville Wealth Management, LLC
UNCHANGED
Shares2,083 from 2,083
Change0 (0%)
Value$346.4K (+$4.2K)
Filed 2026-10-30
SkyOak Wealth, LLC
UNCHANGED
Shares2,079 from 2,079
Change0 (0%)
Value$345.8K (+$4.2K)
Filed 2026-10-28
Eagle Rock Investment Company, LLC
DECREASED
Shares2,074 from 2,474
Change-400 (-16%)
Value$344.9K (-$61.5K)
Filed 2026-10-21
Greenwood Capital Associates LLC
UNCHANGED
Shares2,029 from 2,029
Change0 (0%)
Value$337.4K (+$4.1K)
Filed 2026-10-27
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,015 from 2,275
Change-260 (-11%)
Value$335.1K (-$38.7K)
Filed 2026-11-05
Broussard Financial Group LLC
NEW
Shares2,012
Change+2,012
Value$334.6K
Filed 2026-10-26
Argyle Capital Partners, LLC
INCREASED
Shares2,012 from 1,983
Change+29 (+1%)
Value$334.6K (+$8.9K)
Filed 2026-10-23
Tandem Capital Management Corp
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$334.6K (+$4.0K)
Filed 2026-10-22
Mattern Capital Management, LLC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$334.2K (+$4.0K)
Filed 2026-11-02
Lakeshore Financial Planning, Inc.
NEW
Shares2,004
Change+2,004
Value$333.2K
Filed 2026-10-13
Villere ST Denis J & Co LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$332.6K (+$4.0K)
Filed 2026-11-04
Beese Fulmer Investment Management, Inc.
INCREASED
Shares1,997 from 1,948
Change+49 (+3%)
Value$332.1K (+$12.2K)
Filed 2026-10-23
Members Wealth LLC
NEW
Shares1,991
Change+1,991
Value$337.0K
Filed 2026-10-20
Commonwealth Financial Services, LLC
UNCHANGED
Shares1,989 from 1,989
Change0 (0%)
Value$330.7K (+$4.0K)
Filed 2026-10-20
Hibernia Wealth Partners, LLC
DECREASED
Shares1,982 from 2,095
Change-113 (-5%)
Value$329.6K (-$14.4K)
Filed 2026-10-29
Allen Capital Group, LLC
DECREASED
Shares1,970 from 1,977
Change-7 (0%)
Value$327.6K (+$2.8K)
Filed 2026-10-27
Founders Financial Securities LLC
DECREASED
Shares1,967 from 1,981
Change-14 (-1%)
Value$327.0K (+$1.6K)
Filed 2026-10-28
Smith Salley Wealth Management
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$327.0K (+$4.0K)
Filed 2026-11-03
Crumly & Associates Inc.
UNCHANGED
Shares1,965 from 1,965
Change0 (0%)
Value$326.7K (+$3.9K)
Filed 2026-10-07
Next Level Wealth Planning, LLC
INCREASED
Shares1,960 from 1,955
Change+5 (+0%)
Value$326.0K (+$4.8K)
Filed 2026-10-29
WealthCare Investment Partners, LLC
DECREASED
Shares1,942 from 2,001
Change-59 (-3%)
Value$322.9K (-$5.8K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares1,929
Change+1,929
Value$320.8K
Filed 2026-10-28
Goelzer Investment Management, Inc.
INCREASED
Shares1,924 from 1,898
Change+26 (+1%)
Value$319.9K (+$8.1K)
Filed 2026-10-16
Key FInancial Inc
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$318.1K (+$3.8K)
Filed 2026-11-02
Westchester Capital Management, Inc.
UNCHANGED
Shares1,912 from 1,912
Change0 (0%)
Value$317.9K (+$3.8K)
Filed 2026-10-23
Miller Financial Services LLC
INCREASED
Shares1,910 from 1,906
Change+4 (+0%)
Value$317.6K (+$4.5K)
Filed 2026-10-20
Carmel Capital Partners, LLC
UNCHANGED
Shares1,908 from 1,908
Change0 (0%)
Value$317.3K (+$3.8K)
Filed 2026-11-03
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares1,906
Change+1,906
Value$317.0K
Filed 2026-10-20
Axecap Investments, LLC
INCREASED
Shares1,906 from 1,903
Change+3 (+0%)
Value$317.0K (+$4.4K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$316.8K (+$3.8K)
Filed 2026-10-06
Eagle Strategies LLC
INCREASED
Shares1,896 from 1,891
Change+5 (+0%)
Value$315.3K (+$4.7K)
Filed 2026-10-16
MW Advisory, LLC
INCREASED
Shares1,878 from 1,873
Change+5 (+0%)
Value$312.3K (+$4.6K)
Filed 2026-10-19
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$311.8K (+$3.8K)
Filed 2026-11-02
Linscomb Wealth, Inc.
UNCHANGED
Shares1,874 from 1,874
Change0 (0%)
Value$311.7K (+$3.8K)
Filed 2026-11-05
Centurion Wealth Management LLC
INCREASED
Shares1,859 from 1,855
Change+4 (+0%)
Value$309.0K (+$4.4K)
Filed 2026-10-13
Opal Wealth Advisors, LLC
INCREASED
Shares1,852 from 1,767
Change+85 (+5%)
Value$308.0K (+$17.7K)
Filed 2026-10-16
Stirlingshire Investments, Inc.
INCREASED
Shares1,852 from 1,846
Change+6 (+0%)
Value$307.9K (+$4.6K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares1,847 from 1,438
Change+409 (+28%)
Value$307.1K (+$70.8K)
Filed 2026-10-28
Randolph Co Inc
UNCHANGED
Shares1,838 from 1,838
Change0 (0%)
Value$305.6K (+$3.7K)
Filed 2026-10-23
Turn8 Private Wealth Inc.
DECREASED
Shares1,837 from 1,928
Change-91 (-5%)
Value$305.5K (-$11.3K)
Filed 2026-11-05
Defined Wealth Management, LLC
UNCHANGED
Shares1,817 from 1,817
Change0 (0%)
Value$302.1K (+$3.7K)
Filed 2026-10-19
Ignite Planners, LLC
UNCHANGED
Shares1,813 from 1,813
Change0 (0%)
Value$301.5K (+$3.6K)
Filed 2026-10-14
Lantz Financial LLC
DECREASED
Shares1,802 from 2,040
Change-238 (-12%)
Value$299.7K (-$35.5K)
Filed 2026-10-15
Mayfair Advisory Group, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$299.3K (+$7.7K)
Filed 2026-10-20
Jackson Square Capital, LLC
INCREASED
Shares1,787 from 1,394
Change+393 (+28%)
Value$297.1K (+$68.2K)
Filed 2026-10-19
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$292.8K (+$3.5K)
Filed 2026-10-15
Pinnacle Financial Group, LLC / IL
INCREASED
Shares1,758 from 1,756
Change+2 (+0%)
Value$292.4K (+$3.8K)
Filed 2026-10-29
Wealth Management Partners, LLC
UNCHANGED
Shares1,752 from 1,752
Change0 (0%)
Value$291.3K (+$3.5K)
Filed 2026-10-21
Bailard, Inc.
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$291.0K (+$3.5K)
Filed 2026-10-13
Nottingham Advisors, Inc.
DECREASED
Shares1,743 from 1,861
Change-118 (-6%)
Value$290.5K (-$12.3K)
Filed 2026-10-29
Nova R Wealth, Inc.
INCREASED
Shares1,743 from 1,742
Change+1 (+0%)
Value$289.8K (+$3.7K)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares1,742 from 2,022
Change-280 (-14%)
Value$289.7K (-$42.4K)
Filed 2026-11-04
Acorn Financial Advisory Services Inc
DECREASED
Shares1,742 from 1,745
Change-3 (0%)
Value$289.7K (+$3.0K)
Filed 2026-11-02
Wrenne Financial Planning LLC
UNCHANGED
Shares1,738 from 1,738
Change0 (0%)
Value$289.0K (+$3.5K)
Filed 2026-10-30
Cornerstone Wealth Group, LLC
INCREASED
Shares1,737 from 1,667
Change+70 (+4%)
Value$288.9K (+$15.0K)
Filed 2026-11-02
McAdam, LLC
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$288.5K (+$3.5K)
Filed 2026-10-21
Accel Wealth Management
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$286.8K (+$3.5K)
Filed 2026-10-13
Reston Wealth Management LLC
INCREASED
Shares1,723 from 1,345
Change+378 (+28%)
Value$286.4K (+$65.5K)
Filed 2026-10-29
tru Independence LLC
INCREASED
Shares1,720 from 1,718
Change+2 (+0%)
Value$285.9K (+$3.7K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$284.5K (+$3.4K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
NEW
Shares1,702
Change+1,702
Value$283.0K
Filed 2026-11-03
BostonPremier Wealth LLC
INCREASED
Shares1,701 from 1,696
Change+5 (+0%)
Value$282.8K (+$4.2K)
Filed 2026-10-16
Piar LLC
NEW
Shares1,700
Change+1,700
Value$282.7K
Filed 2026-10-21
Heritage Investment Group, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$282.7K (+$3.4K)
Filed 2026-11-03
Northern Capital Management, Inc.
UNCHANGED
Shares1,696 from 1,696
Change0 (0%)
Value$282.0K (+$3.4K)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
INCREASED
Shares1,693 from 1,683
Change+10 (+1%)
Value$281.6K (+$5.1K)
Filed 2026-10-14
Center for Financial Planning, Inc.
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$281.0K (+$3.4K)
Filed 2026-10-26
Scratch Capital LLC
UNCHANGED
Shares1,686 from 1,686
Change0 (0%)
Value$280.3K (+$3.4K)
Filed 2026-11-02
ETF Store, Inc.
INCREASED
Shares1,682 from 1,677
Change+5 (+0%)
Value$279.6K (+$4.1K)
Filed 2026-10-19
Greenspring Advisors, LLC
UNCHANGED
Shares1,681 from 1,681
Change0 (0%)
Value$279.5K (+$3.4K)
Filed 2026-11-05
Trust Point Inc.
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$279.4K (+$3.4K)
Filed 2026-10-27
SYM Financial Corp
INCREASED
Shares1,661 from 1,234
Change+427 (+35%)
Value$276.2K (+$73.5K)
Filed 2026-10-26
Juncture Wealth Strategies, LLC
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$275.7K (+$3.3K)
Filed 2026-10-06
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,638 from 645
Change+993 (+154%)
Value$272.3K (+$166.4K)
Filed 2026-10-15
Clarity Capital Advisors, LLC
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$271.0K (+$3.3K)
Filed 2026-10-27
Horizon Wealth Management, LLC
INCREASED
Shares1,629 from 1,617
Change+12 (+1%)
Value$270.8K (+$5.1K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,624 from 1,624
Change0 (0%)
Value$270.0K (+$3.3K)
Filed 2026-10-21
TSG Advice Partners, LLC
NEW
Shares1,616
Change+1,616
Value$265.5K
Filed 2026-10-29
Ryan Investment Management, Inc.
NEW
Shares1,616
Change+1,616
Value$268.7K
Filed 2026-10-20
Range Financial Group LLC
INCREASED
Shares1,603 from 1,601
Change+2 (+0%)
Value$266.6K (+$3.6K)
Filed 2026-10-21
Johnson Financial Group, LLC
DECREASED
Shares1,600 from 2,170
Change-570 (-26%)
Value$266.0K (-$90.4K)
Filed 2026-11-03
Diversified Management Inc
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$266.0K (+$3.2K)
Filed 2026-10-08
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$266.0K (+$3.2K)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,598 from 1,615
Change-17 (-1%)
Value$265.8K (+$513)
Filed 2026-10-13
Fortune Financial Group, Inc.
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$263.9K (+$3.2K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares1,573 from 1,776
Change-203 (-11%)
Value$261.6K (-$30.2K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
DECREASED
Shares1,566 from 2,147
Change-581 (-27%)
Value$260.4K (-$92.3K)
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
NEW
Shares1,553
Change+1,553
Value$258.3K
Filed 2026-10-20
Global Financial Private Client, LLC
UNCHANGED
Shares1,549 from 1,549
Change0 (0%)
Value$257.6K (+$3.1K)
Filed 2026-10-15
4J Wealth Management LLC
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$253.6K (+$3.1K)
Filed 2026-11-02
Annex Advisory Services, LLC
INCREASED
Shares1,520 from 1,476
Change+44 (+3%)
Value$252.8K (+$10.3K)
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
NEW
Shares1,516
Change+1,516
Value$252.1K
Filed 2026-11-03
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares1,512 from 1,600
Change-88 (-5%)
Value$256.0K (-$6.9K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
INCREASED
Shares1,506 from 1,505
Change+1 (+0%)
Value$250.5K (+$3.2K)
Filed 2026-10-22
Kestra Investment Management, LLC
NEW
Shares1,504
Change+1,504
Value$250.1K
Filed 2026-11-04
Charles Schwab Trust Co
NEW
Shares1,500
Change+1,500
Value$249.4K
Filed 2026-10-15
Waterfront Wealth Inc.
DECREASED
Shares1,499 from 1,517
Change-18 (-1%)
Value$250.8K (-$386)
Filed 2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED
Shares1,492 from 1,619
Change-127 (-8%)
Value$248.0K (-$17.9K)
Filed 2026-11-02
Worth Financial Advisory Group, LLC
DECREASED
Shares1,491 from 1,509
Change-18 (-1%)
Value$247.9K (+$40)
Filed 2026-10-19
Griffith & Werner, Inc.
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$246.1K (+$3.1K)
Filed 2026-11-04
Clear Trail Advisors, LLC
INCREASED
Shares1,472 from 1,453
Change+19 (+1%)
Value$244.8K (+$6.1K)
Filed 2026-10-20
Abner Herrman & Brock LLC
NEW
Shares1,467
Change+1,467
Value$244
Filed 2026-10-20
Mccarter Private Wealth Services LLC
NEW
Shares1,464
Change+1,464
Value$243.4K
Filed 2026-10-22
Sound Income Strategies, LLC
DECREASED
Shares1,463 from 1,678
Change-215 (-13%)
Value$246.7K (-$28.9K)
Filed 2026-10-09
Fagan Associates, Inc.
UNCHANGED
Shares1,462 from 1,462
Change0 (0%)
Value$243.1K (+$2.9K)
Filed 2026-10-13
Alhambra Investment Management LLC
INCREASED
Shares1,461 from 1,371
Change+90 (+7%)
Value$242.9K (+$17.7K)
Filed 2026-10-15
Welch & Forbes LLC
UNCHANGED
Shares1,456 from 1,456
Change0 (0%)
Value$242.1K (+$2.9K)
Filed 2026-11-04
Frederick Financial Consultants, LLC
INCREASED
Shares1,450 from 1,438
Change+12 (+1%)
Value$241.1K (+$4.9K)
Filed 2026-10-29
Fidelity D & D Bancorp Inc
DECREASED
Shares1,447 from 1,482
Change-35 (-2%)
Value$240.6K (-$2.8K)
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,445 from 1,444
Change+1 (+0%)
Value$240.3K (+$3.1K)
Filed 2026-11-03
Spectrum Planning & Advisory Services Inc.
NEW
Shares1,435
Change+1,435
Value$238.6K
Filed 2026-11-05
Accredited Investor Services, LLC
DECREASED
Shares1,429 from 2,474
Change-1,045 (-42%)
Value$237.6K (-$168.8K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares1,424 from 1,424
Change0 (0%)
Value$234.3K ($0)
Filed 2026-10-26
West Branch Capital LLC
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$236.5K (+$2.9K)
Filed 2026-10-20
Angeles Wealth Management, LLC
INCREASED
Shares1,421 from 1,043
Change+378 (+36%)
Value$236.3K (+$65.0K)
Filed 2026-10-26
Butensky & Cohen Financial Security, Inc
UNCHANGED
Shares1,408 from 1,408
Change0 (0%)
Value$234.1K (+$2.8K)
Filed 2026-10-13
RCS Financial Planning, LLC
DECREASED
Shares1,407 from 1,771
Change-364 (-21%)
Value$234.0K (-$57.0K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,403 from 1,399
Change+4 (+0%)
Value$233.3K (+$3.4K)
Filed 2026-10-14
KWB Wealth
INCREASED
Shares1,397 from 1,396
Change+1 (+0%)
Value$232.3K (+$2.9K)
Filed 2026-10-16
Antonelli Financial Advisors, LLC
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$232.0K (+$3.0K)
Filed 2026-10-13
First Merchants Corp
UNCHANGED
Shares1,389 from 1,389
Change0 (0%)
Value$231.0K (+$2.8K)
Filed 2026-10-15
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares1,389 from 1,389
Change0 (0%)
Value$231.0K (+$2.8K)
Filed 2026-11-02
Braeburn Wealth Management LLC
DECREASED
Shares1,388 from 1,511
Change-123 (-8%)
Value$230.8K (-$17.5K)
Filed 2026-10-15
Gallacher Capital Management LLC
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$229.6K (+$2.8K)
Filed 2026-10-30
Lincoln Capital LLC
DECREASED
Shares1,378 from 1,386
Change-8 (-1%)
Value$229.2K (+$1.5K)
Filed 2026-10-09
Community Financial Services Group, LLC
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$229.3K (+$3.6K)
Filed 2026-10-15
Investment Partners, Ltd.
NEW
Shares1,367
Change+1,367
Value$227.2K
Filed 2026-10-29
ARQ Wealth Advisors, LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$227.3K (+$3.3K)
Filed 2026-10-29
SteelPeak Wealth, LLC
NEW
Shares1,365
Change+1,365
Value$226.9K
Filed 2026-10-16
Bryant Woods Investment Advisors, LLC
INCREASED
Shares1,360 from 1,336
Change+24 (+2%)
Value$226.2K (+$6.6K)
Filed 2026-10-26
Connecticut Wealth Management, LLC
INCREASED
Shares1,357 from 1,353
Change+4 (+0%)
Value$225.7K (+$3.3K)
Filed 2026-10-13
Anson Capital, Inc.
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$225.6K (+$2.7K)
Filed 2026-10-23
Xena Financial Planning, LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$225.3K (+$2.7K)
Filed 2026-10-13
Meritas Wealth Management, LLC
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$223.6K (+$2.7K)
Filed 2026-10-14
Sepio Capital, LP
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$223.6K (+$2.7K)
Filed 2026-10-22
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares1,341 from 1,341
Change0 (0%)
Value$223.0K (+$2.7K)
Filed 2026-11-02
Total Wealth Planning & Management, Inc.
INCREASED
Shares1,340 from 1,261
Change+79 (+6%)
Value$222.8K (+$15.6K)
Filed 2026-10-23
Ti-Trust, Inc
UNCHANGED
Shares1,338 from 1,338
Change0 (0%)
Value$222.5K (+$2.7K)
Filed 2026-10-21
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$220.3K (+$3.0K)
Filed 2026-10-09
Independence Bank of Kentucky
DECREASED
Shares1,321 from 1,331
Change-10 (-1%)
Value$219.7K (+$1.0K)
Filed 2026-10-26
Scott Capital Advisors, LLC
NEW
Shares1,315
Change+1,315
Value$222.6K
Filed 2026-10-13
Alliance Wealth Advisors, LLC
INCREASED
Shares1,312 from 1,287
Change+25 (+2%)
Value$218.2K (+$6.7K)
Filed 2026-10-14
Richwood Investment Advisors, LLC
DECREASED
Shares1,306 from 1,366
Change-60 (-4%)
Value$217.2K (-$7.2K)
Filed 2026-10-30
Winebrenner Capital Management LLC
UNCHANGED
Shares1,304 from 1,304
Change0 (0%)
Value$216.8K (+$2.6K)
Filed 2026-10-07
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,301 from 1,356
Change-55 (-4%)
Value$216.3K (-$6.4K)
Filed 2026-11-02
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$216.2K (+$2.6K)
Filed 2026-10-13
Affinity Capital Advisors, LLC
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$220.4K (+$6.0K)
Filed 2026-10-13
Burney Co/
DECREASED
Shares1,296 from 1,406
Change-110 (-8%)
Value$215.5K (-$15.5K)
Filed 2026-10-15
New England Private Wealth Advisors LLC
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$215.0K (+$5.5K)
Filed 2026-10-19
David J Yvars Group
INCREASED
Shares1,291 from 1,248
Change+43 (+3%)
Value$214.7K (+$9.7K)
Filed 2026-10-09
McCarley & Cook Financial Planners
DECREASED
Shares1,284 from 1,330
Change-46 (-3%)
Value$213.5K (-$5.0K)
Filed 2026-10-21
Trademark Financial Management, LLC
INCREASED
Shares1,284 from 1,257
Change+27 (+2%)
Value$213.5K (+$7.0K)
Filed 2026-10-23
FC Advisory LLC
INCREASED
Shares1,284 from 1,281
Change+3 (+0%)
Value$213.6K (+$3.1K)
Filed 2026-10-05
Advisor Resource Council
NEW
Shares1,282
Change+1,282
Value$216.8K
Filed 2026-11-05
Burk Holdings LLC
DECREASED
Shares1,282 from 2,382
Change-1,100 (-46%)
Value$213.2K (-$178.1K)
Filed 2026-11-05
KCM Investment Advisors LLC
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$212.5K (+$2.6K)
Filed 2026-10-27
Adirondack Trust Co
DECREASED
Shares1,274 from 1,312
Change-38 (-3%)
Value$211.8K (-$3.7K)
Filed 2026-10-14
Leading Edge Financial Planning LLC
DECREASED
Shares1,271 from 7,779
Change-6,508 (-84%)
Value$211.3K (-$1.1M)
Filed 2026-10-23
Platform Technology Partners
UNCHANGED
Shares1,267 from 1,267
Change0 (0%)
Value$210.7K (+$2.5K)
Filed 2026-11-02
Cobblestone Asset Management LLC
NEW
Shares1,263
Change+1,263
Value$210.1K
Filed 2026-10-13
LEE Danner & Bass Inc
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$208.0K (+$2.5K)
Filed 2026-10-27
WealthPLAN Partners, LLC
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$206.4K (+$2.5K)
Filed 2026-10-15
Uptick Partners, LLC
NEW
Shares1,229
Change+1,229
Value$204.3K
Filed 2026-11-04
Balboa Wealth Partners
DECREASED
Shares1,229 from 1,258
Change-29 (-2%)
Value$204.4K (-$2.3K)
Filed 2026-10-20
Cohalo Advisory LLC
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$202.9K (+$2.5K)
Filed 2026-10-28
United Community Bank
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$201.9K (+$2.4K)
Filed 2026-10-28
Sage Private Wealth Group, LLC
NEW
Shares1,211
Change+1,211
Value$201.3K
Filed 2026-10-21
Firestone Capital Management
DECREASED
Shares1,208 from 1,223
Change-15 (-1%)
Value$200.9K (-$36)
Filed 2026-11-03
Obsidian CIO, LLC
NEW
Shares1,206
Change+1,206
Value$200.5K
Filed 2026-11-05
TrueWealth Advisors, LLC
DECREASED
Shares1,206 from 1,266
Change-60 (-5%)
Value$200.6K (-$7.4K)
Filed 2026-10-09
JIM Saulnier & Associates, LLC
NEW
Shares1,205
Change+1,205
Value$200.4K
Filed 2026-11-04
Silver Lake Advisory, LLC
DECREASED
Shares1,203 from 1,300
Change-97 (-7%)
Value$200.1K (-$13.5K)
Filed 2026-10-22
West Financial Advisors, LLC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$195.4K (+$2.4K)
Filed 2026-10-22
Pittenger & Anderson Inc
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$182.7K (+$2.2K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares1,084 from 756
Change+328 (+43%)
Value$180.2K (+$56.1K)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares1,063 from 1,061
Change+2 (+0%)
Value$176.7K (+$2.4K)
Filed 2026-11-03
Mill Capital Management, LLC
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$171.9K (+$2.1K)
Filed 2026-10-26
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$169.6K (+$2.1K)
Filed 2026-10-15
3Chopt Investment Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$166.3K (+$2.0K)
Filed 2026-10-30
Pacific Center for Financial Services
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$163.8K (+$2.0K)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$163.3K (+$2.0K)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares981 from 979
Change+2 (+0%)
Value$163.2K (+$2.4K)
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares856
Change+856
Value$142.3K
Filed 2026-10-27
Nvwm, LLC
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$138.2K (+$1.7K)
Filed 2026-10-14
Your Advocates Ltd., LLP
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$120.9K (+$1.5K)
Filed 2026-11-03
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares722 from 721
Change+1 (+0%)
Value$120.1K (+$1.6K)
Filed 2026-10-30
Holos Integrated Wealth LLC
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$118.2K (+$1.8K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$117.7K (+$1.4K)
Filed 2026-10-09
Chapman Financial Group, LLC
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$113.6K (+$1.4K)
Filed 2026-10-26
Duncker Streett & Co Inc
DECREASED
Shares671 from 717
Change-46 (-6%)
Value$111.6K (-$6.2K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED
Shares667 from 30
Change+637 (+2123%)
Value$111.0K (+$111.0K)
Filed 2026-11-04
First Premier Bank
DECREASED
Shares656 from 686
Change-30 (-4%)
Value$109 (-$4)
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares651 from 601
Change+50 (+8%)
Value$108.3K (+$9.6K)
Filed 2026-10-14
Redwood Park Advisors LLC
INCREASED
Shares636 from 586
Change+50 (+9%)
Value$105.7K (+$9.4K)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
INCREASED
Shares634 from 574
Change+60 (+10%)
Value$105.4K (+$11.1K)
Filed 2026-10-28
Townsend Asset Management Corp
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$104.3K (+$1.3K)
Filed 2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$100.7K (+$1.2K)
Filed 2026-10-28
Nfsg Corp
INCREASED
Shares587 from 518
Change+69 (+13%)
Value$97.5K (+$12.4K)
Filed 2026-10-15
StrongBox Wealth, LLC
DECREASED
Shares580 from 598
Change-18 (-3%)
Value$96.4K (-$1.8K)
Filed 2026-11-02
Hurley Capital, LLC
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$96.6K (+$1.2K)
Filed 2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$95.8K (+$1.2K)
Filed 2026-10-22
Trust Co of Vermont
INCREASED
Shares572 from 518
Change+54 (+10%)
Value$95.1K (+$10.0K)
Filed 2026-10-21
Pacifica Partners Inc.
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$91.8K (+$1.6K)
Filed 2026-10-09
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$82.6K (+$999)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$81.1K (+$981)
Filed 2026-11-03
Sima Wealth Partners, LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$78.7K (+$951)
Filed 2026-10-19
Fairman Group, LLC
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$74.7K (+$903)
Filed 2026-10-26
Breakwater Investment Management
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$73.5K (+$888)
Filed 2026-10-20
Ascentis Wealth Management, LLC
DECREASED
Shares421 from 481
Change-60 (-12%)
Value$70.0K (-$9.0K)
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$69.3K (+$838)
Filed 2026-10-28
Daytona Street Capital LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$67.5K (+$1.4K)
Filed 2026-10-15
GoalVest Advisory LLC
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$64.8K (+$784)
Filed 2026-10-02
Jacobi Capital Management LLC
NEW
Shares387
Change+387
Value$64.3K
Filed 2026-11-05
Key Capital Management, Inc
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$64.4K (+$778)
Filed 2026-11-03
United Financial Planning Group LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$64.3K (+$778)
Filed 2026-11-04
SJS Investment Consulting Inc.
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$62.9K (+$759)
Filed 2026-10-26
Eastern Bank
DECREASED
Shares373 from 605
Change-232 (-38%)
Value$62.0K (-$37.4K)
Filed 2026-10-05
Valley National Advisers Inc
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$61.5K (+$744)
Filed 2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares356 from 1,729
Change-1,373 (-79%)
Value$59.2K (-$224.8K)
Filed 2026-10-23
Activest Wealth Management
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$59.0K (+$713)
Filed 2026-10-15
Capital Investment Counsel, Inc
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$56.9K (+$688)
Filed 2026-10-20
First Pacific Financial
INCREASED
Shares302 from 301
Change+1 (+0%)
Value$50.2K (+$741)
Filed 2026-10-14
Pflug Koory, LLC
INCREASED
Shares297 from 296
Change+1 (+0%)
Value$49.4K (+$730)
Filed 2026-10-26
Wilkerson Advisory Group LLC
INCREASED
Shares291 from 290
Change+1 (+0%)
Value$48.3K (+$594)
Filed 2026-10-20
High Note Wealth, LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$47.1K (+$569)
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares281 from 300
Change-19 (-6%)
Value$46.7K (-$2.6K)
Filed 2026-11-02
Robbins Farley
DECREASED
Shares269 from 275
Change-6 (-2%)
Value$44.7K (-$445)
Filed 2026-10-21
Kimelman & Baird, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$44.7K (+$541)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares262 from 335
Change-73 (-22%)
Value$43.6K (-$11.4K)
Filed 2026-10-13
Jnba Financial Advisors
NEW
Shares257
Change+257
Value$42.7K
Filed 2026-11-03
Blueline Advisors LLC
INCREASED
Shares252 from 228
Change+24 (+11%)
Value$41.9K (+$4.4K)
Filed 2026-10-15
MTM Investment Management, LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$39.7K (+$480)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$38.4K (+$465)
Filed 2026-10-09
Hilltop National Bank
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$37.1K (+$448)
Filed 2026-10-14
Godsey & Gibb, Inc
INCREASED
Shares213 from 180
Change+33 (+18%)
Value$35.4K (+$5.8K)
Filed 2026-10-14
Essential Investment Partners LLC
NEW
Shares212
Change+212
Value$35.2K
Filed 2026-10-27
First Command Advisory Services, Inc.
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$35.3K (+$426)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$34.9K (+$422)
Filed 2026-10-30
Mcdonald Partners LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$34.6K (+$418)
Filed 2026-11-03
Rydar Equities, Inc.
NEW
Shares200
Change+200
Value$33.9K
Filed 2026-10-13
Noble Wealth Management PBC
DECREASED
Shares200 from 227
Change-27 (-12%)
Value$33.3K (-$4.0K)
Filed 2026-10-01
PFS Partners, LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$32.2K (+$475)
Filed 2026-10-21
Fortitude Family Office, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$31.1K (+$458)
Filed 2026-10-14
Kingdom Financial Group Llc.
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$31.1K (+$376)
Filed 2026-11-04
Essential Partners LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$30.9K (+$374)
Filed 2026-10-14
Wealth Analytics Partners, LLC
NEW
Shares182
Change+182
Value$30.3K
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
INCREASED
Shares172 from 47
Change+125 (+266%)
Value$28.6K (+$20.9K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$28.6K (+$346)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$28.6K (+$423)
Filed 2026-10-21
GGM Financial LLC
INCREASED
Shares163 from 134
Change+29 (+22%)
Value$27.1K (+$5.0K)
Filed 2026-11-05
Valued Wealth Advisors LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$26.9K (+$326)
Filed 2026-11-05
MB, Levis & Associates, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$25.5K (+$377)
Filed 2026-10-16
NBH Bank
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$25.1K (+$303)
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$24.2K (+$292)
Filed 2026-10-08
Team Financial Group, LLC
NEW
Shares141
Change+141
Value$23.5K
Filed 2026-10-30
First Financial Corp
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$23.3K (+$281)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$22.9K (+$278)
Filed 2026-10-16
Quaker Wealth Management, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$21.5K (+$260)
Filed 2026-10-22
Markowski Investments
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$19.3K (+$233)
Filed 2026-10-30
City State Bank
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$18.6K (+$225)
Filed 2026-10-20
Versant Capital Management, Inc
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$18.5K (+$223)
Filed 2026-10-02
Global Trust Asset Management, LLC
INCREASED
Shares110 from 95
Change+15 (+16%)
Value$18.3K (+$2.7K)
Filed 2026-10-19
Advantage Trust Co
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$18.0K (+$217)
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares93 from 92
Change+1 (+1%)
Value$15.6K (+$387)
Filed 2026-10-16
Planning Strategies Inc.
NEW
Shares85
Change+85
Value$14.1K
Filed 2026-10-02
Security National Bank
NEW
Shares82
Change+82
Value$13.6K
Filed 2026-10-26
Creative Capital Management Investments LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$13.6K (+$165)
Filed 2026-10-28
MV Capital Management, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$13.5K (+$163)
Filed 2026-10-29
Flagship Wealth Advisors, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$12.8K (+$155)
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$12.6K (+$152)
Filed 2026-10-28
Mascoma Wealth Management LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$12.3K (+$149)
Filed 2026-10-23
Country Trust Bank
INCREASED
Shares70 from 25
Change+45 (+180%)
Value$11.6K (+$7.5K)
Filed 2026-10-30
Realta Investment Advisors
DECREASED
Shares69 from 159
Change-90 (-57%)
Value$11.5K (-$14.6K)
Filed 2026-10-14
Roxbury Financial LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$9.2K (+$116)
Filed 2026-10-01
American Capital Advisory, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$9.0K (+$109)
Filed 2026-10-28
POM Investment Strategies, LLC
NEW
Shares50
Change+50
Value$8.3K
Filed 2026-10-20
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$7.3K (+$107)
Filed 2026-11-03
Networth Advisors, LLC
DECREASED
Shares42 from 187
Change-145 (-78%)
Value$7.0K (-$23.8K)
Filed 2026-11-03
Polaris Financial Partners
NEW
Shares41
Change+41
Value$7
Filed 2026-10-02
Montgomery Financial Services LLC
NEW
Shares40
Change+40
Value$6.7K
Filed 2026-11-03
DecisionPoint Financial, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.5K (+$88)
Filed 2026-10-27
Bell Investment Advisors, Inc
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$5.2K (+$62)
Filed 2026-10-29
Olistico Wealth, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.7K (+$44)
Filed 2026-10-05
Evermay Wealth Management LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.2K (+$38)
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares18
Change+18
Value$3.0K
Filed 2026-10-05
West Paces Advisors Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.0K (+$36)
Filed 2026-10-13
Compass Financial Management LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.1K (+$31)
Filed 2026-10-30
Wagner Wealth Management, LLC
DECREASED
Shares11 from 32
Change-21 (-66%)
Value$1.8K (-$3.4K)
Filed 2026-10-21
DT Investment Partners, LLC
NEW
Shares10
Change+10
Value$1.7K
Filed 2026-10-27
Carolina Wealth Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.7K (+$20)
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$333
Filed 2026-11-05
Financial Management Professionals, Inc.
NEW
Shares2
Change+2
Value$333
Filed 2026-10-23
Lodestone Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$333 (+$4)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$92 (+$1)
Filed 2026-11-02
Jefferies Financial Group Inc.
CLOSED
Shares0 from 24,017
Change-24,017 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 11,354
Change-11,354 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-03
Zega Investments, LLC
CLOSED
Shares0 from 10,988
Change-10,988 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-04
DMC Group, LLC
CLOSED
Shares0 from 6,706
Change-6,706 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
KPP Advisory Services LLC
CLOSED
Shares0 from 5,079
Change-5,079 (-100%)
Value$0 (-$834.3K)
Filed 2026-10-26
Parcion Private Wealth LLC
CLOSED
Shares0 from 2,308
Change-2,308 (-100%)
Value$0 (-$379.1K)
Filed 2026-10-28
SwitchPoint Financial Planning, LLC
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$369.6K)
Filed 2026-11-02
Lifestyle Asset Management, Inc.
CLOSED
Shares0 from 2,015
Change-2,015 (-100%)
Value$0 (-$331.0K)
Filed 2026-10-20
Clear Wave Wealth Management LLC
CLOSED
Shares0 from 1,741
Change-1,741 (-100%)
Value$0 (-$286.0K)
Filed 2026-11-04
Sterling Investment Counsel, LLC
CLOSED
Shares0 from 1,586
Change-1,586 (-100%)
Value$0 (-$260.5K)
Filed 2026-10-19
Commerce Advisors, LLC
CLOSED
Shares0 from 1,315
Change-1,315 (-100%)
Value$0 (-$216.0K)
Filed 2026-10-19
Park National Corp
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-05
Wiser Wealth Management, Inc
CLOSED
Shares0 from 1,240
Change-1,240 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-14
Cornerstone Wealth, LLC
CLOSED
Shares0 from 1,213
Change-1,213 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-28
Decker Retirement Planning Inc.
CLOSED
Shares0 from 959
Change-959 (-100%)
Value$0 (-$157.5K)
Filed 2026-10-19
Simplex Trading, LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$115.0K)
Filed 2026-11-04
Signature Equity Partners, LLC
CLOSED
Shares0 from 637
Change-637 (-100%)
Value$0 (-$104.7K)
Filed 2026-10-29
Richardson Financial Services Inc.
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$48.6K)
Filed 2026-10-30
MCF Advisors LLC
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$31.5K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$30.4K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$28.2K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-20
Ulland Investment Advisors, LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$14)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-14
Sims Investment Management, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-13
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$3)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$885)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$416.3K (+$78.8K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 85,943,202
Change-85,943,202 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 66,599,281
Change-66,599,281 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 14,987,349
Change-14,987,349 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,218,914
Change-11,218,914 (-100%)
Value—
Betterment LLC
N/A
Shares— from 10,338,360
Change-10,338,360 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,164,560
Change-10,164,560 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,536,010
Change-8,536,010 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,547,081
Change-6,547,081 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,546,183
Change-6,546,183 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,859,022
Change-5,859,022 (-100%)
Value—
Allstate Corp
N/A
Shares— from 5,279,976
Change-5,279,976 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,177,729
Change-4,177,729 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,149,753
Change-3,149,753 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,992,236
Change-2,992,236 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 2,246,560
Change-2,246,560 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,123,118
Change-2,123,118 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,009,020
Change-2,009,020 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,879,380
Change-1,879,380 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,838,405
Change-1,838,405 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,835,875
Change-1,835,875 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,787,944
Change-1,787,944 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,741,348
Change-1,741,348 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,555,858
Change-1,555,858 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,490,952
Change-1,490,952 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,275,016
Change-1,275,016 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,246,429
Change-1,246,429 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,141,681
Change-1,141,681 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 1,140,744
Change-1,140,744 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,091,601
Change-1,091,601 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,053,377
Change-1,053,377 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,047,978
Change-1,047,978 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,036,086
Change-1,036,086 (-100%)
Value—
Claar Advisors LLC
N/A
Shares— from 993,607
Change-993,607 (-100%)
Value—
UBS Group AG
N/A
Shares— from 971,745
Change-971,745 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 962,318
Change-962,318 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 843,347
Change-843,347 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 822,853
Change-822,853 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 703,221
Change-703,221 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 676,533
Change-676,533 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 676,034
Change-676,034 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 570,739
Change-570,739 (-100%)
Value—
Blair William & Co
N/A
Shares— from 556,582
Change-556,582 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 546,556
Change-546,556 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 527,922
Change-527,922 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 527,349
Change-527,349 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 515,328
Change-515,328 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 511,817
Change-511,817 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 501,601
Change-501,601 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 500,031
Change-500,031 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 444,613
Change-444,613 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 421,882
Change-421,882 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 406,864
Change-406,864 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 402,246
Change-402,246 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 395,834
Change-395,834 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 386,317
Change-386,317 (-100%)
Value—
&partners
N/A
Shares— from 382,673
Change-382,673 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 372,906
Change-372,906 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 352,706
Change-352,706 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 352,671
Change-352,671 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 339,693
Change-339,693 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 337,983
Change-337,983 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 331,608
Change-331,608 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 330,853
Change-330,853 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 328,772
Change-328,772 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 328,641
Change-328,641 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 321,151
Change-321,151 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 313,157
Change-313,157 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 288,546
Change-288,546 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 283,208
Change-283,208 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 275,746
Change-275,746 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 267,378
Change-267,378 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 264,396
Change-264,396 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 258,065
Change-258,065 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 249,115
Change-249,115 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 246,114
Change-246,114 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 244,091
Change-244,091 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 238,148
Change-238,148 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 230,476
Change-230,476 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 228,769
Change-228,769 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 223,801
Change-223,801 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 223,048
Change-223,048 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 221,301
Change-221,301 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 220,690
Change-220,690 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 220,096
Change-220,096 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 216,626
Change-216,626 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 209,613
Change-209,613 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 207,432
Change-207,432 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 206,899
Change-206,899 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 206,629
Change-206,629 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 205,972
Change-205,972 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 203,659
Change-203,659 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 198,271
Change-198,271 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 190,400
Change-190,400 (-100%)
Value—
Nwam LLC
N/A
Shares— from 189,972
Change-189,972 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 184,178
Change-184,178 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 181,400
Change-181,400 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 181,344
Change-181,344 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 170,453
Change-170,453 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 164,319
Change-164,319 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 161,306
Change-161,306 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 157,334
Change-157,334 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 156,723
Change-156,723 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 154,124
Change-154,124 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 152,649
Change-152,649 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 152,622
Change-152,622 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 151,209
Change-151,209 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 149,297
Change-149,297 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 147,454
Change-147,454 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 136,877
Change-136,877 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 132,959
Change-132,959 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 131,764
Change-131,764 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 129,243
Change-129,243 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 126,844
Change-126,844 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 124,243
Change-124,243 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 123,740
Change-123,740 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 116,376
Change-116,376 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 115,418
Change-115,418 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 114,053
Change-114,053 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 111,512
Change-111,512 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 108,727
Change-108,727 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 103,167
Change-103,167 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 103,101
Change-103,101 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 102,378
Change-102,378 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 101,566
Change-101,566 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 101,296
Change-101,296 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 100,950
Change-100,950 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 100,797
Change-100,797 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 93,927
Change-93,927 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 91,194
Change-91,194 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 90,727
Change-90,727 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 90,142
Change-90,142 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 88,518
Change-88,518 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 88,469
Change-88,469 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 87,776
Change-87,776 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 86,749
Change-86,749 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 84,901
Change-84,901 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 83,334
Change-83,334 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 82,662
Change-82,662 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 81,992
Change-81,992 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 81,863
Change-81,863 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 81,496
Change-81,496 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 79,969
Change-79,969 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 79,009
Change-79,009 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 78,387
Change-78,387 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 77,979
Change-77,979 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 74,682
Change-74,682 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 72,860
Change-72,860 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 70,798
Change-70,798 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 70,549
Change-70,549 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 68,347
Change-68,347 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 66,889
Change-66,889 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 66,676
Change-66,676 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 65,425
Change-65,425 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 64,086
Change-64,086 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 63,776
Change-63,776 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 63,504
Change-63,504 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 62,046
Change-62,046 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 59,158
Change-59,158 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 56,971
Change-56,971 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 56,729
Change-56,729 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 55,978
Change-55,978 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 54,209
Change-54,209 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 52,488
Change-52,488 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 52,024
Change-52,024 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 51,224
Change-51,224 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 50,933
Change-50,933 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 50,651
Change-50,651 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 50,548
Change-50,548 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 50,527
Change-50,527 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 49,620
Change-49,620 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 47,739
Change-47,739 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 47,695
Change-47,695 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 47,413
Change-47,413 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 47,268
Change-47,268 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 47,167
Change-47,167 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 46,781
Change-46,781 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 45,800
Change-45,800 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 44,950
Change-44,950 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 44,214
Change-44,214 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 42,945
Change-42,945 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 42,796
Change-42,796 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 42,296
Change-42,296 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 40,834
Change-40,834 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 40,657
Change-40,657 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 40,429
Change-40,429 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 39,632
Change-39,632 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 39,553
Change-39,553 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 39,552
Change-39,552 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 39,039
Change-39,039 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 38,772
Change-38,772 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 38,226
Change-38,226 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 38,217
Change-38,217 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 37,896
Change-37,896 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 36,822
Change-36,822 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 36,250
Change-36,250 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 35,806
Change-35,806 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 35,663
Change-35,663 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 34,397
Change-34,397 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 33,997
Change-33,997 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 33,616
Change-33,616 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 33,290
Change-33,290 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 33,237
Change-33,237 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 32,951
Change-32,951 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 32,902
Change-32,902 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 32,540
Change-32,540 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 31,896
Change-31,896 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 30,512
Change-30,512 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 30,389
Change-30,389 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 29,926
Change-29,926 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 29,438
Change-29,438 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 29,291
Change-29,291 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 28,621
Change-28,621 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 26,857
Change-26,857 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 26,715
Change-26,715 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 25,789
Change-25,789 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 25,259
Change-25,259 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 25,243
Change-25,243 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 25,202
Change-25,202 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 25,119
Change-25,119 (-100%)
Value—
Nepc LLC
N/A
Shares— from 25,076
Change-25,076 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 24,934
Change-24,934 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 24,859
Change-24,859 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 24,557
Change-24,557 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 24,280
Change-24,280 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 23,595
Change-23,595 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 23,285
Change-23,285 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 22,944
Change-22,944 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 22,865
Change-22,865 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 22,796
Change-22,796 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,752
Change-21,752 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 21,663
Change-21,663 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 21,599
Change-21,599 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 21,220
Change-21,220 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 20,860
Change-20,860 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 20,557
Change-20,557 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 20,513
Change-20,513 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 20,477
Change-20,477 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 20,445
Change-20,445 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 20,426
Change-20,426 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 20,076
Change-20,076 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 19,663
Change-19,663 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 19,051
Change-19,051 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 18,744
Change-18,744 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 18,136
Change-18,136 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 18,129
Change-18,129 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 18,038
Change-18,038 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 17,945
Change-17,945 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 17,923
Change-17,923 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 17,902
Change-17,902 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 17,621
Change-17,621 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 17,613
Change-17,613 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 17,130
Change-17,130 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 16,763
Change-16,763 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 16,703
Change-16,703 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 16,409
Change-16,409 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 16,028
Change-16,028 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 15,459
Change-15,459 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 15,446
Change-15,446 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 15,309
Change-15,309 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 15,117
Change-15,117 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 14,147
Change-14,147 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 14,139
Change-14,139 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 13,483
Change-13,483 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 13,303
Change-13,303 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,085
Change-13,085 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,043
Change-13,043 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 12,497
Change-12,497 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 12,074
Change-12,074 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 12,050
Change-12,050 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 11,692
Change-11,692 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 11,435
Change-11,435 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 11,350
Change-11,350 (-100%)
Value—
Invst, LLC
N/A
Shares— from 10,972
Change-10,972 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 10,875
Change-10,875 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 10,632
Change-10,632 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,628
Change-10,628 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 10,482
Change-10,482 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10,398
Change-10,398 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 10,256
Change-10,256 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
Commerce Bank
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 10,071
Change-10,071 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 10,032
Change-10,032 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 10,028
Change-10,028 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 9,796
Change-9,796 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 9,760
Change-9,760 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 9,610
Change-9,610 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 9,531
Change-9,531 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 9,521
Change-9,521 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 9,478
Change-9,478 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,374
Change-9,374 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 9,374
Change-9,374 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 9,302
Change-9,302 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 9,284
Change-9,284 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 9,252
Change-9,252 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 9,198
Change-9,198 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 9,051
Change-9,051 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 9,045
Change-9,045 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 8,971
Change-8,971 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 8,872
Change-8,872 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 8,827
Change-8,827 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,502
Change-8,502 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,378
Change-8,378 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 8,366
Change-8,366 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,185
Change-8,185 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 8,059
Change-8,059 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 7,901
Change-7,901 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 7,850
Change-7,850 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 7,759
Change-7,759 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 7,584
Change-7,584 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 7,521
Change-7,521 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 7,493
Change-7,493 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,484
Change-7,484 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,470
Change-7,470 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 7,146
Change-7,146 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 7,042
Change-7,042 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 6,994
Change-6,994 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 6,895
Change-6,895 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 6,893
Change-6,893 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,649
Change-6,649 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 6,455
Change-6,455 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 6,387
Change-6,387 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 6,182
Change-6,182 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,894
Change-5,894 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 5,845
Change-5,845 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 5,818
Change-5,818 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 5,806
Change-5,806 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 5,742
Change-5,742 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,721
Change-5,721 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 5,584
Change-5,584 (-100%)
Value—
EWA, LLC
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 5,569
Change-5,569 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 4,627
Change-4,627 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
American Trust
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 4,002
Change-4,002 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
EQ LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 3,216
Change-3,216 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 990
Change-990 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 938
Change-938 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 928
Change-928 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 869
Change-869 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 858
Change-858 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 777
Change-777 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 767
Change-767 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 736
Change-736 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
CNB Bank
N/A
Shares— from 600
Change-600 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 589
Change-589 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 568
Change-568 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 512
Change-512 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 454
Change-454 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 453
Change-453 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 450
Change-450 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 412
Change-412 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 393
Change-393 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 310
Change-310 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 301
Change-301 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 296
Change-296 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 208
Change-208 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 206
Change-206 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 193
Change-193 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 157
Change-157 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Blue Trust, Inc.
INCREASED4,111,7744,090,776+20,998+1%$672.0M$683.7M+$11.7M2026-10-15
SigFig Wealth Management, LLC
DECREASED3,998,5504,070,270-71,720-2%$663.7M$664.9M+$1.1M2026-10-07
Single Point Partners, LLC
INCREASED2,238,9382,234,223+4,715+0%$15.1M$16.1M+$942.7K2026-10-19
Auto-Owners Insurance Co
DECREASED2,165,6943,037,774-872,080-29%$499.0M$360.1M-$138.9M2026-10-15
Creative Planning
DECREASED2,046,3362,063,768-17,432-1%$339.0M$340.3M+$1.2M2026-11-02
Sentinel Trust Co LBA
DECREASED1,746,6231,777,298-30,675-2%$292.0K$290.4M+$290.1M2026-11-03
Lido Advisors, LLC
INCREASED1,698,9721,634,628+64,344+4%$268.5M$282.5M+$14.0M2026-11-04
Provenance Wealth Advisors, LLC
INCREASED1,660,3531,494,425+165,928+11%$245.5M$276.1M+$30.6M2026-10-30
Evensky & Katz LLC
INCREASED1,637,5161,596,396+41,120+3%$262.2M$272.3K-$262.0M2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED1,488,8141,517,244-28,430-2%$249.2M$247.6M-$1.7M2026-10-20
Goldstein Advisors, LLC
INCREASED1,264,2411,245,712+18,529+1%$204.6M$210.2M+$5.6M2026-10-15
LJI Wealth Management, LLC
INCREASED1,203,3021,183,884+19,418+2%$194.5M$200.1M+$5.6M2026-10-28
Tanager Wealth Management LLP
INCREASED1,145,1691,100,577+44,592+4%$180.8M$190.4M+$9.6M2026-10-19
Commonwealth Equity Services, LLC
DECREASED1,141,3081,288,810-147,502-11%$211.7M$189.8M-$21.9M2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED1,091,9101,076,654+15,256+1%$176.9M$181.6M+$4.7M2026-11-05
Parallel Advisors, LLC
DECREASED1,086,1671,106,752-20,585-2%$181.8M$180.6M-$1.2M2026-11-03
Winthrop Advisory Group LLC
INCREASED1,048,9041,025,806+23,098+2%$168.5M$174.4M+$5.9M2026-10-22
HB Wealth Management, LLC
DECREASED976,094998,509-22,415-2%$164.0M$162.3M-$1.7M2026-10-23
Constellation Investments, Inc.
DECREASED886,0561,108,000-221,944-20%$182.0M$147.3M-$34.7M2026-10-28
Facet Wealth, Inc.
DECREASED722,015763,136-41,121-5%$125.4M$120.1M-$5.3M2026-11-04
Cisco Systems, Inc.
DECREASED720,0001,297,500-577,500-45%$213.1M$119.7M-$93.4M2026-10-15
True Link Financial Advisors, LLC
DECREASED688,435703,778-15,343-2%$115.6M$114.5M-$1.1M2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED667,556676,753-9,197-1%$111.2M$111.0K-$111.1M2026-11-02
Friday Financial
INCREASED650,357523,396+126,961+24%$85.9M$108.4M+$22.5M2026-10-09
Ullmann Wealth Partners Group, LLC
DECREASED602,265608,438-6,173-1%$99.9M$100.1M+$196.6K2026-11-02
Johnson Bixby & Associates, LLC
INCREASED589,245588,632+613+0%$96.7M$98.0M+$1.3M2026-10-14
Correct Capital Wealth Management
INCREASED574,414546,145+28,269+5%$89.7M$95.5M+$5.8M2026-11-02
Allen Investment Management, LLC
INCREASED522,208179,994+342,214+190%$29.6M$86.8M+$57.3M2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED448,067429,338+18,729+4%$70.5M$74.5M+$4.0M2026-11-05
Simon Quick Advisors, LLC
INCREASED439,080438,896+184+0%$72.1M$73.0M+$912.8K2026-10-26
Kestra Advisory Services, LLC
INCREASED435,212421,807+13,405+3%$69.3M$72.4M+$3.1M2026-11-02
Northwest Wealth Management, LLC
INCREASED426,385403,829+22,556+6%$66.3M$70.9M+$4.6M2026-10-30
Regatta Capital Group, LLC
INCREASED424,760401,634+23,126+6%$66.0M$70.6M+$4.7M2026-10-23
Mission Wealth Management, LP
DECREASED384,830394,277-9,447-2%$64.8M$64.0M-$778.2K2026-10-15
BLB&B Advisors, LLC
INCREASED363,517359,749+3,768+1%$59.1M$60.4M+$1.3M2026-10-27
Strategic Point Investment Advisors, LLC
INCREASED359,810358,955+855+0%$59.0M$59.8M+$863.7K2026-10-29
Smallwood Wealth Investment Management, LLC
DECREASED345,399347,654-2,255-1%$57.1M$57.4M+$323.9K2026-10-30
jvl associates llc
DECREASED338,675351,336-12,661-4%$57.7M$56.3M-$1.4M2026-10-09
Kondo Wealth Advisors, Inc.
INCREASED329,462327,735+1,727+1%$53.8M$54.8M+$945.8K2026-10-19
Bernardo Wealth Planning LLC
INCREASED327,650165,672+161,978+98%$27.2M$54.5M+$27.3M2026-10-23
Forvis Mazars Wealth Advisors, LLC
DECREASED326,798332,253-5,455-2%$54.6M$54.3M-$239.2K2026-10-13
Family Wealth Partners, LLC
INCREASED325,040312,866+12,174+4%$51.4M$54.0M+$2.7M2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED319,887297,958+21,929+7%$46.2M$50.7M+$4.5M2026-10-13
JGP Wealth Management, LLC
INCREASED314,483306,602+7,881+3%$50.4M$52.3M+$1.9M2026-10-13
Ironsides Asset Advisors, LLC
INCREASED289,812289,330+482+0%$47.5M$48.2M+$661.8K2026-10-20
Bank of New York Mellon Corp
INCREASED284,872233,503+51,369+22%$38.4M$47.4M+$9.0M2026-11-05
Financial Designs Corp
DECREASED281,068281,221-1530%$46.2M$46.7M+$539.8K2026-10-09
Steinberganna Wealth Management
DECREASED259,148263,439-4,291-2%$43.3M$43.1M-$183.9K2026-10-23
Squire Investment Management Company, LLC
INCREASED258,207242,293+15,914+7%$39.8M$42.9M+$3.1M2026-11-03
Aspirean Wealth, LLC
INCREASED253,288244,442+8,846+4%$40.2M$42.1M+$2.0M2026-11-03
Procyon Advisors, LLC
DECREASED242,740260,383-17,643-7%$42.8M$40.4M-$2.4M2026-10-21
Truist Financial Corp
DECREASED242,034255,344-13,310-5%$41.9M$40.2M-$1.7M2026-10-30
Coquina Private Wealth LLC
DECREASED234,761235,715-9540%$38.7M$39.0M+$315.1K2026-10-27
Independent Order of Foresters
UNCHANGED233,510233,51000%$38.4M$38.8M+$469.4K2026-11-05
Klaas Financial Asset Advisors, LLC
DECREASED232,362245,825-13,463-5%$40.4M$38.6M-$1.7M2026-10-19
Aerodigm Wealth, LLC
DECREASED223,800224,371-5710%$36.9M$37.2M+$355.9K2026-10-16
Planned Solutions, Inc.
DECREASED218,489238,648-20,159-8%$39.2M$36.3M-$2.9M2026-10-19
Vise Technologies, Inc.
INCREASED217,649207,455+10,194+5%$34.1M$36.2M+$2.1M2026-10-29
Sendero Wealth Management, LLC
INCREASED215,827215,586+241+0%$35.4M$35.9M+$473.4K2026-10-14
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED205,602209,155-3,553-2%$34.4M$34.2M-$170.4K2026-11-03
MJT & Associates Financial Advisory Group, Inc.
INCREASED201,764196,157+5,607+3%$32.2M$33.5M+$1.3M2026-10-07
Advus Financial Partners, LLC
DECREASED198,865199,788-9230%$32.8M$33.1M+$248.2K2026-10-20
Sweeney & Michel, LLC
INCREASED198,320196,749+1,571+1%$33.4M$33.0M-$388.0K2026-10-16
Sumitomo Mitsui Trust Group, Inc.
INCREASED194,00097,000+97,000+100%$15.9M$32.3M+$16.3M2026-10-29
True Private Wealth Advisors
INCREASED191,953189,648+2,305+1%$31.2M$31.9M+$764.6K2026-10-19
Prism Planning Partners LLC
INCREASED188,370174,303+14,067+8%$28.6M$31.3M+$2.7M2026-10-27
Canvas Wealth Advisors, LLC
DECREASED185,051192,444-7,393-4%$31.6M$31.1M-$537.1K2026-11-02
Financial Partners Group, Inc
INCREASED183,432177,720+5,712+3%$29.2M$30.5M+$1.3M2026-10-19
MontVue Capital Management, Inc.
DECREASED182,354186,235-3,881-2%$30.6M$30.3M-$271.0K2026-10-19
Cherrydale Wealth Management, LLC
INCREASED181,034180,880+154+0%$29.7M$30.1M+$389.1K2026-10-20
Cigna Investments Inc
DECREASED176,432189,462-13,030-7%$31.1M$29.3K-$31.1M2026-10-19
Aletheian Wealth Advisors LLC
INCREASED176,143165,712+10,431+6%$27.2M$29.3M+$2.1M2026-10-08
Catalyst Private Wealth, LLC
INCREASED175,167168,335+6,832+4%$27.7M$29.1M+$1.5M2026-10-13
Durante & Waters, LLC
DECREASED170,116170,830-7140%$28.1M$28.3M+$224.6K2026-10-28
Peirce Capital Management, LLC
INCREASED167,052166,936+116+0%$27.4M$27.8M+$354.9K2026-10-19
Kaufman Rossin Wealth, LLC
INCREASED166,493155,765+10,728+7%$25.7M$27.7M+$2.0M2026-10-19
Patton Albertson Miller Group, LLC
DECREASED163,889165,733-1,844-1%$27.2M$27.3M+$26.5K2026-10-26
Brighton Jones LLC
INCREASED163,472162,554+918+1%$26.7M$27.2M+$479.5K2026-11-03
Friedenthal Financial
INCREASED162,233156,657+5,576+4%$25.7M$27.0M+$1.2M2026-10-27
North Dakota State Investment Board
NEW159,727—+159,727——$26.6M—2026-10-27
TruNorth Capital Management, LLC
DECREASED157,402158,382-980-1%$26.0M$26.2M+$155.5K2026-10-14
Plancorp, LLC
DECREASED155,495155,944-4490%$25.6M$25.6M+$39.8K2026-11-03
Fifth Third Bancorp
DECREASED155,494157,983-2,489-2%$26.0M$25.9M-$96.2K2026-11-05
Life Planning Partners, Inc
DECREASED154,926161,686-6,760-4%$26.6M$25.8M-$799.1K2026-10-28
Weatherly Asset Management L. P.
DECREASED154,732156,378-1,646-1%$25.7M$25.7M+$40.7K2026-10-20
Thrivent Financial for Lutherans
INCREASED150,09282,684+67,408+82%$13.6M$25.0M+$11.4M2026-11-05
Farther Finance Advisors, LLC
INCREASED145,757134,664+11,093+8%$22.1M$24.2M+$2.1M2026-10-08
Cornell Pochily Investment Advisors, Inc.
INCREASED138,368127,278+11,090+9%$20.9M$23.0M+$2.1M2026-10-19
Koshinski Asset Management, Inc.
DECREASED138,155141,123-2,968-2%$23.2M$23.0M-$209.9K2026-10-29
Sagespring Wealth Partners, LLC
DECREASED137,042139,122-2,080-1%$22.9M$22.8M-$66.2K2026-10-22
Gleason Group, Inc.
DECREASED135,429136,029-6000%$22.3M$22.5M+$173.7K2026-10-15
SAX Wealth Advisors, LLC
DECREASED132,867136,077-3,210-2%$19.4M$22.1M+$2.7M2026-10-13
Hickory Point Bank & Trust
UNCHANGED132,700132,70000%$21.8M$22.1M+$266.7K2026-10-01
Heck Capital Advisors, LLC
DECREASED132,191137,213-5,022-4%$22.5M$22.0M-$559.3K2026-10-14
Crestwood Advisors Group, LLC
DECREASED131,142138,849-7,707-6%$22.8M$21.8M-$1.0M2026-10-27
Beacon Financial Group
DECREASED126,367128,412-2,045-2%$21.1M$21.0M-$81.9K2026-10-19
Stevens Capital Partners
INCREASED125,463123,645+1,818+1%$20.3M$20.9M+$550.8K2026-10-29
IFP Advisors, Inc
INCREASED122,603118,813+3,790+3%$19.5M$20.4M+$869.0K2026-10-16
Romano Brothers and Company
DECREASED122,433125,216-2,783-2%$20.6M$20.4M-$211.0K2026-10-22
Physician Wealth Advisors, Inc.
DECREASED120,154127,829-7,675-6%$21.0M$20.0M-$1.0M2026-10-20
Benchmark Financial Wealth Advisors, LLC
DECREASED116,776119,402-2,626-2%$19.6M$19.4M-$196.7K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED116,739113,099+3,640+3%$18.6M$19.4M+$832.7K2026-10-26
Sjbenen Advisory, LLC
INCREASED116,708107,979+8,729+8%$17.7M$19.6M+$1.9M2026-10-19
Independent Financial Group, LLC
INCREASED115,377111,690+3,687+3%$18.3M$19.2M+$837.3K2026-10-13
NWF Advisory Services Inc.
INCREASED114,641111,718+2,923+3%$18.4M$19.1M+$710.6K2026-10-19
Brookstone Capital Management
INCREASED111,965109,886+2,079+2%$18.1M$18.6M+$566.4K2026-10-22
Elevate Wealth Advisory, Inc
INCREASED111,607110,597+1,010+1%$18.2M$18.6M+$390.3K2026-10-29
Solstein Capital, LLC
INCREASED109,000108,819+181+0%$17.9M$18.1M+$248.8K2026-11-02
Fulcrum Equity Management
INCREASED108,06674,778+33,288+45%$12.3M$18.0M+$5.7M2026-10-21
Evansbrook LLC
INCREASED106,386103,519+2,867+3%$17.0M$17.7M+$684.7K2026-10-16
Smith Shellnut Wilson LLC
INCREASED105,29896,560+8,738+9%$15.9M$17.5M+$1.6M2026-10-21
Choreo, LLC
INCREASED105,00293,041+11,961+13%$15.3M$17.5M+$2.2M2026-10-28
Cosner Financial Group, LLC
INCREASED104,437104,050+387+0%$17.1M$17.4M+$273.7K2026-11-03
GuidedMoney, LLC
INCREASED103,61090,113+13,497+15%$14.8M$17.2M+$2.4M2026-10-29
Endowment Wealth Management, Inc.
INCREASED103,13894,640+8,498+9%$15.5M$17.1M+$1.6M2026-11-03
Chicago Partners Investment Group LLC
INCREASED102,56296,010+6,552+7%$15.5M$17.0M+$1.4M2026-10-27
Kaydan Wealth Management, Inc.
DECREASED102,321104,642-2,321-2%$17.2M$17.0M-$175.6K2026-10-08
Cynosure Group, LLC
DECREASED101,874105,382-3,508-3%$17.3M$16.9M-$371.4K2026-11-03
WBH Advisory Inc
DECREASED99,64099,882-2420%$16.4M$16.6M+$160.6K2026-11-05
Glenview Trust Co
INCREASED98,80697,742+1,064+1%$16.1M$16.4M+$373.4K2026-10-28
Jmac Enterprises LLC
INCREASED98,60398,027+576+1%$16.1M$16.4M+$292.8K2026-10-30
HMV Wealth Advisors, LLC
INCREASED97,01892,827+4,191+5%$15.2M$16.1M+$883.5K2026-10-27
Greenleaf Trust
DECREASED96,440108,349-11,909-11%$17.8M$16.0M-$1.8M2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED94,59093,405+1,185+1%$15.3M$15.7M+$384.8K2026-10-16
1900 Wealth Management LLC
DECREASED94,45195,286-835-1%$15.7M$15.7M+$52.7K2026-10-13
Omni 360 Wealth, Inc.
DECREASED93,25696,159-2,903-3%$15.8M$15.5M-$289.4K2026-10-13
Clear Retirement Advice LLC
INCREASED91,12890,621+507+1%$14.9M$15.2M+$266.4K2026-10-22
Roger Wittlin Investment Advisory, LLC
DECREASED91,06891,607-539-1%$15.0M$15.1M+$94.4K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED88,93681,389+7,547+9%$13.4M$14.8M+$1.4M2026-11-03
Crescent Grove Advisors, LLC
INCREASED85,71780,078+5,639+7%$13.2M$14.3M+$1.1M2026-10-21
KFA Private Wealth Group, LLC
INCREASED83,84182,750+1,091+1%$13.6M$13.9M+$347.7K2026-10-07
Guardsman Private Capital Management, Inc.
INCREASED82,41382,189+224+0%$13.5M$13.7M+$202.5K2026-10-19
Level Wealth Management LLC
INCREASED80,95080,941+9+0%$13.3M$13.5M+$164.2K2026-10-23
Sage Mountain Advisors LLC
DECREASED79,66980,034-3650%$13.1M$13.2M+$100.2K2026-11-02
Farrow Financial, Inc.
DECREASED79,04580,562-1,517-2%$13.2M$13.1M-$90.3K2026-10-30
Regent Peak Wealth Advisors LLC
DECREASED78,24179,574-1,333-2%$13.1M$13.0M-$61.7K2026-10-13
Spectrum Strategic Capital Management, LLC
DECREASED77,88480,122-2,238-3%$13.2M$13.0M-$211.1K2026-10-22
Kestra Private Wealth Services, LLC
DECREASED77,51177,735-2240%$12.8M$12.9M+$119.1K2026-10-30
Brooklyn FI, LLC
INCREASED76,17475,966+208+0%$12.4M$12.7M+$292.3K2026-11-05
BAR Harbor Wealth Management
DECREASED75,18475,434-2500%$12.4M$12.5M+$110.1K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED74,83074,523+307+0%$12.2M$12.4M+$200.9K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED71,73678,034-6,298-8%$12.8M$11.9M-$890.3K2026-10-14
Fifth Third Securities, Inc.
DECREASED70,71771,383-666-1%$11.7M$11.8M+$32.7K2026-10-21
First Hawaiian Bank
DECREASED69,82770,508-681-1%$11.6M$11.6M+$28.5K2026-10-14
ETF Portfolio Partners, Inc.
INCREASED69,32269,240+82+0%$11.4M$11.5M+$152.7K2026-10-22
Rede Wealth, LLC
INCREASED68,98865,308+3,680+6%$10.7M$11.5M+$743.1K2026-10-22
BIP Wealth, LLC
INCREASED68,34266,714+1,628+2%$11.0M$11.4M+$404.7K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED67,61265,655+1,957+3%$10.8M$11.2M+$457.5K2026-11-05
Towercrest Capital Management
DECREASED66,61072,112-5,502-8%$11.8M$11.1M-$769.0K2026-10-23
Grove Bank & Trust
DECREASED65,46765,477-100%$10.8M$10.9M+$129.9K2026-10-08
Turtle Creek Wealth Advisors, LLC
INCREASED64,92058,632+6,288+11%$9.6M$10.8M+$1.2M2026-10-15
Strategic Equity Management
DECREASED64,379137,333-72,954-53%$22.6M$10.7M-$11.9M2026-11-04
Central Trust Co
INCREASED64,35462,283+2,071+3%$10.2M$10.7M+$469.6K2026-11-05
CogentBlue Wealth Advisors, LLC
DECREASED63,55164,058-507-1%$10.5M$10.6M+$44.5K2026-10-09
StoneX Group Inc.
INCREASED62,54860,621+1,927+3%$10.0M$10.4M+$442.3K2026-11-03
71 West Capital Partners
DECREASED62,44964,097-1,648-3%$10.5M$10.4M-$145.2K2026-11-04
Exchange Traded Concepts, LLC
INCREASED62,27460,744+1,530+3%$10.0M$10.4M+$376.5K2026-10-28
Blueprint Financial Advisors LLC
INCREASED61,41947,273+14,146+30%$7.8M$10.2M+$2.4M2026-10-28
Blueprint Investment Partners LLC
INCREASED61,17247,803+13,369+28%$7.9M$10.2M+$2.3M2026-10-28
Well Done, LLC
DECREASED60,60661,089-483-1%$10.0M$10.1M+$42.5K2026-10-20
Naples Global Advisors, LLC
DECREASED60,22960,301-720%$9.9M$10.0M+$109.2K2026-11-05
Ddfg, Inc
DECREASED59,68359,911-2280%$9.8M$9.9M+$82.6K2026-10-15
Sard Wealth Management Group, LLC
DECREASED59,67859,943-2650%$9.8M$9.9M+$76.3K2026-10-16
Wealthcare Capital Management LLC
DECREASED58,43180,466-22,035-27%$13.2M$9.7M-$3.5M2026-10-21
Flagship Private Wealth, LLC
DECREASED58,31858,552-2340%$9.6M$9.7M+$78.8K2026-11-05
Lynch & Associates
DECREASED56,96357,012-490%$9.4M$9.5M+$106.5K2026-10-13
Donor Advised Charitable Giving, Inc.
INCREASED56,30956,156+153+0%$9.2M$9.4M+$138.3K2026-10-28
Apella Capital, LLC
INCREASED56,10353,889+2,214+4%$8.8M$9.5M+$652.9K2026-10-08
A&I Financial Services, LLC
INCREASED56,06255,085+977+2%$9.0M$9.3M+$273.2K2026-10-15
Forbes J M & Co LLP
DECREASED56,05956,289-2300%$9.2M$9.3M+$74.9K2026-10-16
Monument Capital Management
DECREASED56,03556,958-923-2%$9.4M$9.3M-$39.0K2026-10-09
Patriot Investment Management Group, Inc.
INCREASED55,30554,136+1,169+2%$8.9M$9.2M+$303.1K2026-10-15
LVZ, Inc.
INCREASED54,78652,917+1,869+4%$8.7M$9.1M+$417.2K2026-10-20
Bradley & Co. Private Wealth Management, LLC
UNCHANGED54,78054,78000%$9.0M$9.1M+$110.1K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED53,52039,596+13,924+35%$6.5M$8.9M+$2.4M2026-10-16
Wedmont Private Capital
INCREASED53,06044,527+8,533+19%$7.4M$8.9M+$1.6M2026-10-09
Diversified Portfolios, Inc.
INCREASED52,84951,961+888+2%$8.5M$8.8M+$252.1K2026-11-04
Nations Financial Group Inc,
INCREASED52,73851,338+1,400+3%$8.4M$8.8M+$335.9K2026-11-05
Ironwood Financial, llc
INCREASED52,24550,429+1,816+4%$8.3M$8.7M+$406.9K2026-10-20
First Financial Bank - Trust Division
DECREASED51,45451,889-435-1%$8.5M$8.6M+$32.0K2026-10-01
DKM Wealth Management, Inc.
INCREASED50,91748,394+2,523+5%$7.9M$8.5M+$516.9K2026-10-09
Davidson Investment Advisors
INCREASED49,95349,458+495+1%$8.1M$8.3M+$181.7K2026-10-20
Apollon Wealth Management, LLC
DECREASED49,75951,136-1,377-3%$8.4M$8.3M-$126.1K2026-10-23
Moneywise, Inc.
DECREASED49,255106,454-57,199-54%$17.5M$8.2M-$9.3M2026-10-30
Abound Wealth Management
INCREASED49,21647,390+1,826+4%$7.8M$8.2M+$398.9K2026-10-26
Modera Wealth Management, LLC
DECREASED49,18950,951-1,762-3%$8.4M$8.2M-$190.5K2026-10-28
Avalon Advisory Group
DECREASED49,10250,544-1,442-3%$8.3M$8.2M-$138.2K2026-10-20
Matthew Goff Investment Advisor, LLC
INCREASED48,01243,069+4,943+11%$7.1M$8.0M+$908.5K2026-10-13
Avior Wealth Management, LLC
DECREASED47,42847,484-560%$7.8M$7.9M+$86.1K2026-10-13
Sigma Planning Corp
INCREASED46,93146,912+19+0%$7.7M$7.8M+$84.4K2026-10-23
Independent Solutions Wealth Management, LLC
DECREASED46,02647,053-1,027-2%$7.7M$7.7M-$76.2K2026-10-28
Hudock, Inc.
DECREASED45,78946,120-331-1%$7.6M$7.6M+$37.7K2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED45,07743,899+1,178+3%$7.2M$7.5M+$284.1K2026-10-05
Moneco Advisors, LLC
DECREASED45,06549,254-4,189-8%$8.1M$7.5M-$597.7K2026-11-05
Amplius Wealth Advisors, LLC
INCREASED43,85142,805+1,046+2%$7.0M$7.3M+$260.0K2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED43,35625,761+17,595+68%$4.2M$7.2M+$3.0M2026-10-19
First Heartland Consultants, Inc.
DECREASED42,55244,609-2,057-5%$7.3M$7.1M-$252.3K2026-10-08
Compound Planning, Inc.
DECREASED42,34445,005-2,661-6%$7.4M$7.0M-$351.9K2026-11-05
Blue Fin Capital, Inc.
INCREASED42,28036,793+5,487+15%$6.0M$7.0M+$986.3K2026-10-28
Hassell Wealth Management, LLC
INCREASED42,24542,227+18+0%$6.9M$7.0M+$116.5K2026-10-19
Wealthcare Advisory Partners LLC
DECREASED41,94242,994-1,052-2%$7.1M$7.0M-$88.6K2026-10-21
Sutton Place Investors LLC
INCREASED41,71441,605+109+0%$6.8M$6.9M+$101.8K2026-10-20
Ritholtz Wealth Management
INCREASED41,60641,454+152+0%$6.8M$6.9M+$108.6K2026-11-05
Capital Planning LLC
DECREASED41,38141,876-495-1%$6.9M$6.9M+$1.9K2026-10-09
Legacy Private Trust Co.
DECREASED41,27644,175-2,899-7%$7.3M$6.9M-$393.3K2026-10-06
Sheets Smith Wealth Management
DECREASED40,74141,139-398-1%$6.8M$6.8M+$16.5K2026-10-16
Investors Research Corp
DECREASED40,39058,420-18,030-31%$9.6M$6.7M-$2.9M2026-10-07
Fairvoy Private Wealth, LLC
DECREASED39,16139,779-618-2%$6.5M$6.5M-$22.8K2026-10-19
Ridgecrest Wealth Partners, LLC
DECREASED38,61939,536-917-2%$6.5M$6.4M-$73.1K2026-10-19
Park Avenue Securities LLC
DECREASED38,51346,392-7,879-17%$7.6M$6.4K-$7.6M2026-10-26
US Bancorp \de\
INCREASED38,51338,409+104+0%$6.3M$6.4M+$94.5K2026-11-05
Greenwood Gearhart LLC
DECREASED38,05938,546-487-1%$6.3M$6.3M-$3.4K2026-11-02
MBA Advisors LLC
INCREASED37,84637,805+41+0%$6.2M$6.3M+$82.9K2026-10-29
VestGen Advisors, LLC
DECREASED37,73238,110-378-1%$6.3M$6.3M+$13.8K2026-10-27
Prospera Financial Services Inc
INCREASED37,62635,638+1,988+6%$5.9M$6.2M+$351.6K2026-11-04
AlphaCore Capital LLC
INCREASED37,47137,374+97+0%$6.1M$6.2M+$91.3K2026-11-04
Aspiriant, LLC
DECREASED36,83339,120-2,287-6%$6.4M$6.1M-$301.7K2026-10-16
Soltis Investment Advisors LLC
DECREASED36,73636,941-205-1%$6.1M$6.1M+$40.3K2026-10-28
Sigma Investment Counselors Inc
INCREASED36,14929,213+6,936+24%$4.8M$6.0M+$1.2M2026-10-27
Capital Advisors, Ltd. LLC
DECREASED35,98239,211-3,229-8%$6.4K$6.0K-$4582026-10-27
Columbus Macro, LLC
DECREASED35,51436,073-559-2%$5.9M$5.9M-$20.6K2026-10-14
Virtue Capital Management, LLC
INCREASED35,1161,221+33,895+2776%$200.6K$5.8M+$5.6M2026-10-29
GSG Advisors LLC
INCREASED35,01932,363+2,656+8%$5.3M$5.8M+$506.7K2026-11-03
Canandaigua National Bank & Trust Co
DECREASED34,83434,851-170%$5.7M$5.8M+$67.2K2026-10-07
Unique Wealth, LLC
INCREASED34,82034,382+438+1%$5.6M$5.8M+$141.9K2026-10-16
Vontobel Holding Ltd.
DECREASED34,47234,591-1190%$5.7M$5.7M+$49.7K2026-10-16
NYL Investors LLC
INCREASED34,34534,157+188+1%$5.6M$5.7M+$99.9K2026-11-03
CFS Investment Advisory Services, LLC
DECREASED33,87234,408-536-2%$5.6M$5.8M+$120.6K2026-10-19
Belleair Asset Management, LLC
INCREASED33,75731,145+2,612+8%$5.1M$5.6M+$496.8K2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED33,51714,284+19,233+135%$2.3M$5.6M+$3.2M2026-10-14
Atria Investments, Inc
INCREASED33,31228,478+4,834+17%$4.7M$5.5M+$860.9K2026-10-15
Centerline Wealth Advisors, LLC
DECREASED33,14033,782-642-2%$5.5M$5.5M-$38.9K2026-10-15
Fonville Wealth Management LLC
DECREASED32,99633,744-748-2%$5.5M$5.5M-$56.7K2026-10-28
Tsfg, LLC
DECREASED32,46242,893-10,431-24%$7.0M$5.4K-$7.0M2026-10-23
TD Private Client Wealth LLC
INCREASED31,98628,564+3,422+12%$4.7M$5.3M+$626.4K2026-10-28
Hoxton Planning & Management, LLC
DECREASED31,96832,751-783-2%$5.4M$5.3M-$64.4K2026-10-15
RW Investment Management LLC
INCREASED31,87831,876+2+0%$5.2M$5.3M+$64.4K2026-11-03
Connecticut Capital Management Group, LLC
DECREASED31,49632,142-646-2%$5.3M$5.2M-$42.9K2026-10-29
Shepherd Street Advisors LLC
UNCHANGED31,46331,46300%$5.2M$5.3M+$132.8K2026-10-21
Baker Tilly Wealth Management, LLC
DECREASED31,15933,961-2,802-8%$5.6M$5.2M-$397.6K2026-10-05
Aspen Wealth Management LLC
INCREASED31,07330,991+82+0%$5.1M$5.2M+$75.9K2026-10-14
Asset Dedication, LLC
DECREASED30,62031,019-399-1%$5.1M$5.1M-$4.0K2026-11-03
Alliance Wealth Management Group
DECREASED30,53634,409-3,873-11%$5.7M$5.1M-$573.8K2026-10-29
SmartHarvest Portfolios, LLC
UNCHANGED30,26030,26000%$5.0M$5.0M+$60.8K2026-10-26
RF&L Wealth Management, LLC
INCREASED30,01430,006+8+0%$4.9M$5.0M+$61.7K2026-10-20
Able Wealth Management LLC
INCREASED29,91429,295+619+2%$4.8M$5.1M+$245.4K2026-10-13
Accurate Wealth Management, LLC
INCREASED29,89416,151+13,743+85%$2.7M$5.1M+$2.4M2026-10-20
Heritage OAK Wealth Advisors LLC
NEW29,852—+29,852——$5.0M—2026-10-14
Vericrest Private Wealth
DECREASED29,79230,113-321-1%$4.9M$5.0M+$7.1K2026-10-21
Diversify Wealth Management, LLC
INCREASED29,76926,371+3,398+13%$4.3M$5.0M+$726.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED29,76926,371+3,398+13%$4.3M$5.0M+$726.8K2026-10-20
Claro Advisors Inc.
DECREASED29,62530,427-802-3%$5.0M$4.9M-$72.3K2026-11-02
Elevation Capital Advisory, LLC
NEW29,448—+29,448——$4.9M—2026-10-29
Climber Capital SA
INCREASED29,22528,884+341+1%$3.8M$3.7M-$90.4K2026-10-20
Private Trust Co NA
INCREASED28,99428,487+507+2%$4.7M$4.8M+$141.6K2026-10-20
Strategic Blueprint, LLC
DECREASED28,45728,560-1030%$4.7M$4.7M+$40.3K2026-10-22
Forte Asset Management LLC
DECREASED28,31328,514-201-1%$4.7M$4.7M+$23.9K2026-10-13
Luminvest Wealth Management LLC
INCREASED28,11524,361+3,754+15%$4.0M$4.7M+$681.7K2026-10-14
Montecito Bank & Trust
DECREASED27,60127,890-289-1%$4.6M$4.6M+$8.0K2026-10-01
Joel Isaacson & Co., LLC
INCREASED27,32527,251+74+0%$4.5M$4.5M+$67.1K2026-11-05
JSF Financial, LLC
INCREASED27,28826,617+671+3%$4.4M$4.5M+$165.2K2026-10-22
Rubicon Advisors, GP
INCREASED27,02622,487+4,539+20%$3.7M$4.5M+$799.8K2026-10-23
Segment Wealth Management, LLC
DECREASED26,89227,237-345-1%$4.5M$4.5M-$2.6K2026-10-26
Summit Investment Advisory Services, LLC
INCREASED26,89126,860+31+0%$4.4M$4.5M+$59.2K2026-11-03
Endeavor Private Wealth, Inc.
DECREASED26,86128,010-1,149-4%$4.6M$4.5M-$134.7K2026-11-05
Carrera Capital Advisors
INCREASED26,76525,773+992+4%$4.2M$4.5M+$216.8K2026-11-03
Voisard Asset Management Group, Inc.
UNCHANGED26,73526,73500%$4.4M$4.4M+$53.7K2026-10-13
Citizens Financial Group Inc
INCREASED26,47020,971+5,499+26%$3.4M$4.4M+$956.7K2026-10-23
TFC Financial Management, Inc.
DECREASED26,38726,677-290-1%$4.4M$4.4M+$5.4K2026-10-26
Valeo Financial Advisors, LLC
INCREASED26,34923,253+3,096+13%$3.8M$4.4M+$561.6K2026-10-08
Glass Jacobson Investment Advisors llc
INCREASED26,20626,195+11+0%$4.3M$4.4M+$54.5K2026-10-26
Curat Global, LLC
DECREASED26,14226,494-352-1%$4.3M$4.3M+$47.8K2026-10-26
Sentinel Pension Advisors, LLC
DECREASED25,89826,054-156-1%$4.2M$4.3M+$58.7K2026-11-02
Samalin Investment Counsel, LLC
INCREASED25,82325,349+474+2%$4.2M$4.3M+$129.8K2026-10-23
ShoreHaven Wealth Partners, LLC
DECREASED25,75825,982-224-1%$4.3M$4.3M+$15.0K2026-10-16
Silvia Mccoll Wealth Management, LLC
UNCHANGED24,80024,80000%$4.1M$4.1M+$49.8K2026-10-07
Tennessee Valley Asset Management Partners
INCREASED24,46621,089+3,377+16%$3.5M$4.1M+$603.8K2026-11-03
Badgley Phelps Wealth Managers, LLC
UNCHANGED24,14124,14100%$4.0M$4.0M+$48.5K2026-10-22
Doliver Advisors, LP
DECREASED23,94533,682-9,737-29%$5.5M$4.0M-$1.6M2026-10-01
Assetmark, Inc
INCREASED23,94123,100+841+4%$3.8M$4.0M+$186.2K2026-10-21
Fortress Financial Solutions, LLC
NEW23,783—+23,783——$4.0M—2026-10-14
RFG Advisory, LLC
DECREASED23,66025,498-1,838-7%$4.2M$3.9M-$254.3K2026-11-03
BridgePort Financial Solutions, LLC
INCREASED23,26221,454+1,808+8%$3.5M$3.9M+$343.7K2026-11-02
Apollon Financial, LLC
INCREASED22,88721,887+1,000+5%$3.6M$3.8M+$210.3K2026-10-23
Foster Group, Inc.
DECREASED22,86323,552-689-3%$3.9M$3.8M-$67.2K2026-10-13
Tenon Financial LLC
DECREASED22,68322,685-20%$3.7M$3.8M+$45.3K2026-10-14
Discipline Wealth Solutions, LLC
INCREASED22,40122,153+248+1%$3.6M$3.7M+$85.7K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED22,30425,482-3,178-12%$4.2M$3.7M-$477.2K2026-10-13
Owl Creek Wealth Partners LLC
INCREASED22,19822,137+61+0%$3.6M$3.7M+$54.5K2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED21,78217,815+3,967+22%$2.9M$3.6M+$695.4K2026-10-21
Quadrant Private Wealth Management, LLC
NEW21,469—+21,469——$3.6M—2026-11-04
SC&H Financial Advisors, Inc.
DECREASED21,36321,710-347-2%$3.6M$3.6M-$14.1K2026-10-14
SFG Wealth Management, Llc.
DECREASED21,23921,290-510%$3.5M$3.5M+$34.3K2026-10-23
Bokf, NA
DECREASED21,01422,844-1,830-8%$3.8M$3.5M-$258.4K2026-10-27
Signature Resources Capital Management, LLC
DECREASED20,93421,393-459-2%$3.5M$3.5M-$33.3K2026-10-16
AdvisorNet Financial, Inc
INCREASED20,74420,742+2+0%$3.4M$3.5M+$64.6K2026-10-15
May Hill Capital, LLC
INCREASED20,74220,509+233+1%$3.4M$3.4M+$80.0K2026-11-03
Integrity Alliance, Llc.
DECREASED20,67821,066-388-2%$3.5M$3.4M-$22.1K2026-10-29
Maltin Wealth Management, Inc.
INCREASED20,54720,543+4+0%$3.4M$3.4M+$42.0K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED20,4062,536+17,870+705%$416.6K$3.4M+$3.0M2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED20,17320,158+15+0%$3.3M$3.4M+$43.1K2026-11-05
Lauterbach Financial Advisors, LLC
DECREASED20,16820,194-260%$3.3M$3.4M+$36.3K2026-10-21
TKG Advisors, LLC
UNCHANGED20,16020,16000%$3.3M$3.4M+$40.5K2026-11-02
Kings Path Partners LLC
DECREASED20,13420,153-190%$3.3M$3.3M+$37.3K2026-10-21
Farmers & Merchants Investments Inc
INCREASED19,83719,559+278+1%$3.2M$3.3M+$85.5K2026-10-22
Snider Financial Group
INCREASED19,74219,104+638+3%$3.1M$3.3M+$144.4K2026-10-16
Essex Bank
UNCHANGED19,36119,36100%$3.2M$3.2M+$38.9K2026-10-16
Buttonwood Financial Advisors Inc.
DECREASED19,20919,474-265-1%$3.2M$3.2M-$5.0K2026-10-13
NorthCrest Asset Manangement, LLC
UNCHANGED19,07119,07100%$3.1M$3.2M+$68.5K2026-10-13
Magnus Financial Group LLC
INCREASED18,9301,420+17,510+1233%$233.3K$3.1M+$2.9M2026-10-21
Daymark Wealth Partners, LLC
INCREASED18,9188,568+10,350+121%$1.4M$3.1M+$1.7M2026-11-04
Quad-Cities Investment Group, LLC
DECREASED18,70019,623-923-5%$3.2M$3.1M-$114.2K2026-10-16
MGO One Seven LLC
INCREASED18,55617,513+1,043+6%$2.9M$3.1M+$208.5K2026-10-28
Bouvel Investment Partners, LLC
INCREASED18,34116,214+2,127+13%$2.7M$3.0M+$386.3K2026-10-13
Altiora Financial Group, LLC
UNCHANGED18,13018,13000%$3.0M$3.0M+$36.4K2026-11-04
Sage Financial Group Inc
INCREASED18,10918,108+1+0%$3.0M$3.0M+$36.5K2026-10-27
Tranquility Partners, LLC
DECREASED18,08318,766-683-4%$3.1M$3.0M-$75.8K2026-10-20
Oppenheimer & Co Inc
INCREASED17,97017,819+151+1%$2.9M$3.0M+$60.9K2026-10-26
Patten Group, Inc.
INCREASED17,9179,400+8,517+91%$1.5M$3.0M+$1.4M2026-10-26
Cahaba Wealth Management, Inc.
INCREASED17,80717,712+95+1%$2.9M$3.0M+$51.5K2026-10-26
Cooper Financial Group
DECREASED17,77717,821-440%$2.9M$3.0M+$28.5K2026-10-07
Great Point Wealth Advisors, LLC
DECREASED17,69617,809-113-1%$2.9M$2.9M+$17.0K2026-10-15
Morling Financial Advisors, LLC
INCREASED17,46217,367+95+1%$2.9M$2.9M+$50.7K2026-10-28
Asempa Wealth Advisors
INCREASED17,24016,773+467+3%$2.8M$2.9M+$118.1K2026-10-07
Accredited Investors Inc.
INCREASED17,20616,910+296+2%$2.8M$2.9M+$83.2K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED17,18217,348-166-1%$2.8M$2.9M+$7.3K2026-10-23
Retirement Planning Group, LLC
INCREASED17,17416,626+548+3%$2.7M$2.9M+$124.5K2026-10-19
Wealth Group Ltd
DECREASED17,16217,666-504-3%$2.9M$2.9M-$19.7K2026-10-07
Hamilton Capital, LLC
INCREASED16,93016,842+88+1%$2.8M$2.8M+$48.5K2026-10-08
Riverbend Wealth Management, LLC
INCREASED16,90616,388+518+3%$2.7M$2.8M+$119.2K2026-10-15
Midwest Trust Co
INCREASED16,87616,866+10+0%$2.8M$2.8M+$35.6K2026-10-22
First Citizens Bank & Trust Co
INCREASED16,78514,361+2,424+17%$2.4M$2.8M+$431.9K2026-10-14
Castleview Partners, LLC
INCREASED16,76112,233+4,528+37%$2.0M$2.8M+$777.6K2026-10-09
Associated Banc-Corp
INCREASED16,74016,553+187+1%$2.7M$2.8M+$64.4K2026-10-30
Peak Financial Management, Inc.
INCREASED16,50516,407+98+1%$2.7M$2.7M+$49.2K2026-10-16
Asset One Wealth Management LLC
DECREASED16,34116,559-218-1%$2.7M$2.7M-$22.3K2026-11-02
Csenge Advisory Group
DECREASED16,18716,489-302-2%$2.7M$2.7M-$17.1K2026-11-04
Financial Architects, LLC
DECREASED16,13518,355-2,220-12%$3.0M$2.7M-$332.2K2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED16,04416,225-181-1%$2.7M$2.7M+$2.5K2026-10-16
Schear Investment Advisers, LLC
NEW16,043—+16,043——$2.7M—2026-10-14
Tempo Wealth, LLC
INCREASED16,04315,878+165+1%$2.6M$2.7M+$59.3K2026-10-14
Bulwark Capital Corp
NEW15,941—+15,941——$2.7M—2026-10-13
Kelly Financial Services LLC
DECREASED15,94120,518-4,577-22%$3.4M$2.7M-$719.8K2026-10-20
Keybank National Association
DECREASED15,59915,691-92-1%$2.6M$2.6M+$16.2K2026-11-04
McGlone Suttner Wealth Management, Inc.
UNCHANGED15,48015,48000%$2.5M$2.6M+$31.1K2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED15,41715,634-217-1%$2.6M$2.6M-$4.7K2026-10-15
Keystone Financial Group, Inc.
DECREASED15,36615,391-250%$2.5M$2.6M+$26.8K2026-10-13
Guidance Point Advisors, LLC
INCREASED15,33815,336+2+0%$2.5M$2.6M+$31.0K2026-10-15
XY Planning Network, Inc.
INCREASED15,30714,636+671+5%$2.4M$2.5M+$140.9K2026-10-14
Archer Investment Corp
DECREASED15,24917,378-2,129-12%$2.9M$2.5M-$319.1K2026-11-05
Westside Investment Management, Inc.
INCREASED15,21713,628+1,589+12%$2.2M$2.5M+$291.5K2026-11-02
Clark Asset Management, LLC
INCREASED15,16315,136+27+0%$2.5M$2.5M+$34.9K2026-10-19
Axxcess Wealth Management, LLC
INCREASED14,98013,299+1,681+13%$2.2M$2.5M+$306.2K2026-10-21
Sowa Financial Group, Inc.
DECREASED14,90715,183-276-2%$2.5M$2.5K-$2.5M2026-10-26
Signaturefd, LLC
INCREASED14,76814,757+11+0%$2.4M$2.5M+$31.5K2026-10-23
Objective Capital Management, LLC
DECREASED14,43714,920-483-3%$2.5M$2.4M-$50.4K2026-10-13
Destiny Wealth Partners, LLC
NEW14,393—+14,393——$2.4M—2026-11-05
Compass Ion Advisors, LLC
INCREASED14,30014,014+286+2%$2.3M$2.4M+$75.7K2026-10-23
Wealth Effects LLC
DECREASED14,26114,296-350%$2.3M$2.4M+$22.9K2026-10-23
Aaron Wealth Advisors LLC
DECREASED14,23314,526-293-2%$2.4M$2.4M-$19.5K2026-10-13
Traveka Wealth, LLC
UNCHANGED14,08114,08100%$2.3M$2.3M+$28.3K2026-10-19
Birch Financial Group, LLC
DECREASED14,02814,417-389-3%$2.4M$2.3M-$35.6K2026-10-27
Phillips Financial Management, LLC
INCREASED14,00612,634+1,372+11%$2.1M$2.3M+$253.5K2026-10-19
AGF Management LTD
DECREASED13,96014,000-400%$2.3M$2.3M+$21.5K2026-11-03
Robinson Smith Wealth Advisors LLC
UNCHANGED13,76413,76400%$2.3M$2.3M+$27.7K2026-10-22
Security Financial Services, Inc.
DECREASED13,74114,423-682-5%$2.4M$2.3M-$84.4K2026-10-29
Centerpoint Advisors, LLC
INCREASED13,55813,452+106+1%$2.2M$2.3M+$44.0K2026-11-05
Grey Ledge Advisors, LLC
DECREASED13,39113,507-116-1%$2.2M$2.2M+$7.9K2026-11-02
Perigon Wealth Management, LLC
DECREASED13,35413,828-474-3%$2.3M$2.2M-$51.0K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED13,272842+12,430+1476%$138.0K$2.2K-$135.8K2026-10-14
Stephenson & Company, Inc.
UNCHANGED13,20213,20200%$2.2M$2.2M+$26.5K2026-10-30
Three Arch Wealth Management LLC
UNCHANGED13,04413,04400%$2.1M$2.2M+$26.2K2026-10-20
Parkside Investments, LLC
INCREASED12,97812,770+208+2%$2.1M$2.2M+$60.2K2026-10-20
Oak Barrel Wealth Advisory LLC
DECREASED12,95212,959-70%$2.1M$2.2M+$24.9K2026-11-05
Berman McAleer LLC
UNCHANGED12,87212,87200%$2.1M$2.1M+$25.9K2026-10-16
Box Hill Private Wealth LLC
INCREASED12,83312,647+186+1%$2.1M$2.1M+$56.3K2026-10-05
D'Orazio & Associates, Inc.
INCREASED12,57012,554+16+0%$2.1M$2.1M+$27.9K2026-11-04
ZWJ Investment Counsel Inc
INCREASED12,56212,206+356+3%$2.0M$2.1M+$83.8K2026-10-15
Whitcomb & Hess, Inc.
DECREASED12,49513,068-573-4%$2.1M$2.1M-$68.9K2026-10-07
Gimbal Financial
NEW12,447—+12,447——$2.1M—2026-10-19
My Personal CFO, LLC
UNCHANGED12,28712,28700%$2.0M$2.0M+$24.7K2026-10-14
Gryphon Financial Partners LLC
INCREASED12,28012,229+51+0%$2.0M$2.0M+$33.1K2026-11-04
Weaver Consulting Group
INCREASED12,27712,276+1+0%$2.0M$2.0M+$24.8K2026-10-07
MBL Wealth, LLC
INCREASED12,10911,516+593+5%$1.9M$2.0M+$121.8K2026-10-22
Bill Few Associates, Inc.
UNCHANGED12,04112,04100%$2.0M$2.0M+$24.2K2026-10-09
Detalus Advisors, LLC
DECREASED11,89212,006-114-1%$2.0M$2.0M+$5.2K2026-10-15
KOM Wealth Management Group, LLC
DECREASED11,81411,887-73-1%$2.0M$2.0M+$11.6K2026-10-15
Ares Financial Consulting, LLC
INCREASED11,60311,588+15+0%$1.9M$1.9M+$25.8K2026-10-19
Able Financial Group, LLC
DECREASED11,57012,035-465-4%$2.0M$1.9M-$53.1K2026-10-14
Beacon Financial Advisory LLC
INCREASED11,56411,220+344+3%$1.8M$1.9M+$79.6K2026-10-16
MN Wealth Advisors, LLC
DECREASED11,54512,105-560-5%$2.0M$1.9M-$68.8K2026-10-23
Gerber Kawasaki Wealth & Investment Management
INCREASED11,39710,589+808+8%$1.7M$1.9M+$155.7K2026-10-29
Rosenberg Matthew Hamilton
DECREASED11,36011,480-120-1%$1.9M$1.9M+$3.1K2026-10-05
Cogent Strategic Wealth LLC
DECREASED11,26911,491-222-2%$1.9M$1.9M-$13.8K2026-10-22
Crusonia Wealth Advisors LLC
INCREASED11,24611,099+147+1%$1.8M$1.9M+$46.8K2026-10-26
RHS Financial, LLC
INCREASED11,2367,000+4,236+61%$1.1M$1.9M+$718.4K2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED11,16611,493-327-3%$1.9M$1.9M-$31.3K2026-10-08
Prosperity Planning, Inc.
DECREASED11,03011,102-72-1%$1.8M$1.8M+$10.3K2026-10-09
Marino, Stram & Associates LLC
INCREASED10,99810,623+375+4%$1.7M$1.8M+$83.6K2026-10-22
Clarity Asset Management, Inc.
INCREASED10,88510,856+29+0%$1.8M$1.8M+$26.7K2026-10-14
Legacy Advisors, LLC
UNCHANGED10,86710,86700%$1.8M$1.8M+$21.8K2026-10-19
Accelerate Investment Advisors LLC
INCREASED10,73510,548+187+2%$1.7M$1.8M+$52.5K2026-11-02
Finley Financial, LLC
UNCHANGED10,67010,67000%$1.8M$1.8M+$25.6K2026-10-28
Signature Wealth Management Partners, LLC
INCREASED10,61110,160+451+4%$1.7M$1.8M+$95.6K2026-10-21
Caliber Wealth Management, LLC / KS
DECREASED10,56710,716-149-1%$1.8M$1.8M-$3.2K2026-11-04
Clayton Financial Group LLC
INCREASED10,56710,547+20+0%$1.7M$1.8M+$24.5K2026-10-13
JFS Wealth Advisors, LLC
INCREASED10,5479,483+1,064+11%$1.6M$1.8M+$196.0K2026-11-03
Advisortrust Partners, LLC
DECREASED10,49210,587-95-1%$1.7M$1.7M+$5.6K2026-11-02
Somerset Trust Co
UNCHANGED10,39110,39100%$1.7M$1.7M+$20.9K2026-10-13
Ashton Thomas Securities, LLC
NEW10,373—+10,373——$1.7M—2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED10,30110,30100%$1.7M$1.7M+$20.7K2026-10-21
Klingman & Associates, LLC
INCREASED10,29610,267+29+0%$1.7M$1.7M+$25.5K2026-10-20
Visionary Wealth Advisors
DECREASED10,21410,246-320%$1.7M$1.7M+$15.3K2026-11-04
PCA Investment Advisory Services Inc.
NEW10,176—+10,176——$1.7M—2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED10,15218,067-7,915-44%$2.9M$1.7M-$1.3M2026-10-13
Index Fund Advisors, Inc.
INCREASED10,11110,110+1+0%$1.7M$1.7M+$20.4K2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED10,0809,088+992+11%$1.5M$1.7M+$183.2K2026-11-05
Private Management Group Inc
UNCHANGED10,07510,07500%$1.7M$1.7M+$20.3K2026-11-04
Chicago Capital, LLC
UNCHANGED9,9629,96200%$1.6M$1.7M+$20.1K2026-10-13
Fiduciary Alliance LLC
DECREASED9,95711,160-1,203-11%$1.8M$1.7M-$177.7K2026-10-13
Pinnacle Wealth Management Group, Inc.
DECREASED9,87910,280-401-4%$1.7M$1.6M-$46.0K2026-10-15
Convergence Financial, LLC
DECREASED9,74119,466-9,725-50%$3.2M$1.6M-$1.6M2026-10-27
Penobscot Wealth Management
INCREASED9,6399,638+1+0%$1.6M$1.6M+$19.6K2026-10-21
First Interstate Bank
DECREASED9,62610,168-542-5%$1.7M$1.6M-$69.7K2026-10-23
D.A. Davidson & Co.
DECREASED9,6109,709-99-1%$1.6M$1.6M+$3.1K2026-10-28
Elevated Financial Group LLC
DECREASED9,6039,751-148-2%$1.6M$1.6M-$5.0K2026-10-16
Wolff Wiese Magana LLC
UNCHANGED9,5539,55300%$1.6M$1.6M+$19.2K2026-10-15
Almanack Investment Partners, Llc.
INCREASED9,5009,454+46+0%$1.6M$1.6M+$26.7K2026-11-03
Legacy Solutions, LLC
INCREASED9,4679,463+4+0%$1.6M$1.6M+$19.8K2026-10-07
Mather Group, Llc.
INCREASED9,4499,254+195+2%$1.5M$1.6M+$51.1K2026-10-14
HUB Investment Partners, LLC
INCREASED9,4188,655+763+9%$1.4M$1.6M+$144.3K2026-11-03
Eagle Bluffs Wealth Management LLC
INCREASED9,4189,391+27+0%$1.5M$1.6M+$23.4K2026-10-20
EPG Wealth Management LLC
DECREASED9,39210,065-673-7%$1.7M$1.6M-$91.7K2026-11-03
JDH Wealth Management, LLC
DECREASED9,35710,476-1,119-11%$1.7M$1.6M-$165.0K2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED9,33015,575-6,245-40%$2.6M$1.6M-$1.0M2026-11-02
Baring Financial LLC
INCREASED9,3049,220+84+1%$1.5M$1.5M+$32.5K2026-10-07
Curated Wealth Partners LLC
UNCHANGED9,3019,30100%$1.5M$1.5M+$18.7K2026-10-15
Sugar Maple Asset Management, LLC
DECREASED9,2539,270-170%$1.5M$1.5M+$15.8K2026-10-13
Pathway Financial Advisors LLC
UNCHANGED9,2009,20000%$1.5M$1.5M+$23.2K2026-10-07
Capital Investment Advisors, LLC
INCREASED9,1658,933+232+3%$1.5M$1.5M+$56.5K2026-10-22
Gibson Capital, LLC
DECREASED9,1159,199-84-1%$1.5M$1.5M+$4.5K2026-10-23
Oakworth Capital, Inc.
UNCHANGED9,0669,06600%$1.5M$1.5M+$20.0K2026-10-26
Flywheel Private Wealth LLC
DECREASED9,04113,524-4,483-33%$2.2M$1.5M-$718.3K2026-11-02
Corrado Advisors, LLC
INCREASED8,9388,925+13+0%$1.5M$1.5M+$20.2K2026-10-27
Symphony Financial, Ltd. Co.
INCREASED8,9308,356+574+7%$1.4M$1.5M+$130.8K2026-10-22
Horst & Graben Wealth Management LLC
INCREASED8,8718,597+274+3%$1.4M$1.5M+$65.0K2026-11-02
Traynor Capital Management, Inc.
INCREASED8,8356,767+2,068+31%$1.1M$1.5M+$357.6K2026-10-29
Krilogy Financial LLC
DECREASED8,7938,863-70-1%$1.5M$1.5M+$33.9K2026-10-13
Focus Financial Network, Inc.
DECREASED8,7469,139-393-4%$1.5M$1.5M-$46.9K2026-10-14
Ascent Group, LLC
DECREASED8,7378,882-145-2%$1.5M$1.5M-$6.3K2026-10-30
Whitaker-Myers Wealth Managers, Ltd.
INCREASED8,7157,610+1,105+15%$1.3M$1.4M+$199.0K2026-10-09
LexAurum Advisors, LLC
UNCHANGED8,6628,66200%$1.4M$1.4M+$17.4K2026-10-19
Willow Creek Wealth Management Inc.
UNCHANGED8,4888,48800%$1.4M$1.4M+$17.1K2026-10-26
Human Investing LLC
DECREASED8,4618,533-72-1%$1.4M$1.4M+$5.1K2026-10-19
Wedbush Securities Inc
DECREASED8,4188,741-323-4%$1.4M$1.4K-$1.4M2026-10-22
Pacific Capital Wealth Advisors, Inc.
UNCHANGED8,3118,31100%$1.4M$1.4M+$16.7K2026-10-22
15 Wealth Advisors LLC
NEW8,307—+8,307——$1.4M—2026-10-14
Base Wealth Management LLC
DECREASED8,2809,412-1,132-12%$1.5M$1.4M-$169.2K2026-10-21
Stonekeep Investments, LLC
INCREASED8,2797,825+454+6%$1.3K$1.4M+$1.4M2026-10-15
Atwood & Palmer Inc
UNCHANGED8,1378,13700%$1.3M$1.4M+$16.4K2026-10-08
PFG Advisors
DECREASED7,9718,010-390%$1.3M$1.3M+$9.6K2026-10-16
Rodgers & Associates, LTD
UNCHANGED7,9167,91600%$1.3M$1.3M+$15.9K2026-10-20
Helium Advisors LLC
DECREASED7,8707,999-129-2%$1.3M$1.3M-$5.4K2026-10-23
Meridian Wealth Management, LLC
INCREASED7,8557,553+302+4%$1.2M$1.3M+$65.4K2026-11-05
Sprinkle Financial Consultants LLC
DECREASED7,7518,804-1,053-12%$1.4M$1.3M-$157.4K2026-10-09
Cypress Wealth Services, LLC
DECREASED7,7117,781-70-1%$1.3M$1.3M+$32.0K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED7,6937,487+206+3%$1.2M$1.3M+$49.2K2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED7,6777,572+105+1%$1.2M$1.3M+$50.9K2026-11-04
Ervin Investment Management, LLC
UNCHANGED7,6717,67100%$1.3M$1.3M+$15.4K2026-10-23
Milestone Asset Management, LLC
DECREASED7,6117,693-82-1%$1.3M$1.3M+$1.9K2026-10-15
L.K. Benson & Company, P.C.
UNCHANGED7,5997,59900%$1.2M$1.3M+$15.3K2026-10-23
San Luis Wealth Advisors LLC
INCREASED7,5347,322+212+3%$1.2M$1.3M+$49.9K2026-10-27
Patten & Patten Inc
UNCHANGED7,5007,50000%$1.2M$1.2M+$15.1K2026-10-26
Keystone Wealth Services, LLC
INCREASED7,4687,432+36+0%$1.2M$1.2M+$23.5K2026-11-03
First Fiduciary Investment Counsel, Inc.
INCREASED7,4504,208+3,242+77%$691.0K$1.2K-$689.8K2026-10-27
Genesis Private Wealth, LLC
DECREASED7,4377,692-255-3%$1.3M$1.2M-$26.9K2026-11-02
Quantify Chaos Advisors, LLC
DECREASED7,4027,903-501-6%$1.3M$1.2M-$67.4K2026-11-04
Verdence Capital Advisors LLC
DECREASED7,3167,322-60%$1.2M$1.2M+$13.7K2026-10-26
Financial Consulate, Inc
UNCHANGED7,2907,29000%$1.2M$1.2M+$14.7K2026-10-23
Wesbanco Bank Inc
INCREASED7,2885,569+1,719+31%$914.8K$1.2M+$297.0K2026-11-04
One Day In July LLC
INCREASED7,2237,204+19+0%$1.2M$1.2M+$17.6K2026-10-30
Rolek Wealth Management LLC
DECREASED7,0807,251-171-2%$1.2M$1.2M-$13.9K2026-10-21
Orgel Wealth Management, LLC
UNCHANGED7,0657,06500%$1.2M$1.2M+$14.2K2026-10-14
Tenet Wealth Partners, LLC
DECREASED7,0127,269-257-4%$1.2M$1.2M-$12.4K2026-10-19
Cooper S Advisors, LLC
UNCHANGED7,0067,00600%$1.2M$1.2M+$14.1K2026-11-03
Downshift Financial, LLC
INCREASED6,9916,298+693+11%$1.0M$1.2M+$127.8K2026-10-13
Elevation Wealth Management LLC
INCREASED6,9316,920+11+0%$1.1M$1.2M+$15.7K2026-11-02
Windsor Capital Management, LLC
DECREASED6,9306,941-110%$1.1M$1.2M+$12.0K2026-10-13
Foundry Financial LLC
INCREASED6,9206,907+13+0%$1.1M$1.2M+$16.1K2026-10-16
Capital City Trust Co
UNCHANGED6,9006,90000%$1.1M$1.1M+$13.9K2026-10-22
Albion Financial Group
UNCHANGED6,8856,88500%$1.1M$1.1M+$13.8K2026-10-21
Chesley Taft & Associates LLC
INCREASED6,8806,758+122+2%$1.1M$1.1M+$33.9K2026-10-13
HCR Wealth Advisors
UNCHANGED6,7166,71600%$1.1M$1.1M+$13.5K2026-10-15
Boston Trust Walden Corp
DECREASED6,6837,034-351-5%$1.2M$1.1M-$44.2K2026-10-30
Sylvest Advisors, LLC
DECREASED6,6787,871-1,193-15%$1.3M$1.1M-$182.4K2026-10-26
IFG Advisors, LLC
DECREASED6,6617,084-423-6%$1.2M$1.1M-$56.1K2026-10-15
Bond & Devick Financial Network, Inc.
INCREASED6,6156,613+2+0%$1.1M$1.1M+$13.6K2026-10-23
Brandywine OAK Private Wealth LLC
DECREASED6,6057,003-398-6%$1.2M$1.1M-$52.1K2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED6,6056,60500%$1.1M$1.1M+$13.3K2026-10-15
TSA Wealth Managment LLC
DECREASED6,5967,194-598-8%$1.2M$1.1M-$85.0K2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED6,5457,859-1,314-17%$1.3M$1.1M-$202.7K2026-10-08
Spire Wealth Management
DECREASED6,5396,559-200%$1.1M$1.1M+$9.9K2026-10-30
Guidance Capital, Inc
INCREASED6,5344,338+2,196+51%$714.0K$1.1M+$358.6K2026-11-03
Ejmk Ventures LLC
DECREASED6,5266,604-78-1%$1.1M$1.1M+$3572026-10-21
Grange Capital, LLC
DECREASED6,4686,653-185-3%$1.1M$1.1M-$17.5K2026-10-20
55 North Private Wealth, LLC
DECREASED6,3956,995-600-9%$1.1M$1.1M-$85.7K2026-10-20
Outlook Wealth Advisors, LLC
INCREASED6,3876,371+16+0%$1.0M$1.1M+$15.5K2026-10-28
Truefg, LLC
DECREASED6,3446,379-35-1%$1.0M$1.1M+$7.1K2026-10-15
Winter & Associates, Inc.
DECREASED6,2876,311-240%$1.0M$1.1M+$15.8K2026-10-23
Confluence Wealth Services, Inc.
INCREASED6,2703,814+2,456+64%$626.5K$1.0M+$416.1K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED6,2696,717-448-7%$1.1M$1.0M-$61.0K2026-10-13
Balentine LLC
UNCHANGED6,2436,24300%$1.0M$1.0M+$12.6K2026-11-03
TD Waterhouse Canada Inc.
INCREASED6,2175,776+441+8%$947.1K$1.0M+$88.9K2026-10-16
Bison Wealth, LLC
DECREASED6,2046,266-62-1%$1.0M$1.1M+$16.8K2026-10-13
MSH Capital Advisors LLC
INCREASED6,1806,178+2+0%$1.0M$1.0M+$12.8K2026-11-03
WealthPlan Investment Management, LLC
DECREASED6,1756,645-470-7%$1.1M$1.0M-$64.8K2026-10-15
Bell Bank
INCREASED6,1711,839+4,332+236%$302.1K$1.0M+$724.0K2026-10-21
Fiduciary Advisors, Inc.
DECREASED6,1636,225-62-1%$1.0M$1.0M+$2.2K2026-10-16
WJ Wealth Management, LLC
INCREASED6,1095,800+309+5%$952.9K$1.0M+$63.0K2026-11-03
Retiremitten Financial LLC
INCREASED6,0936,092+1+0%$1.0M$1.0M+$25.1K2026-11-05
True North Advisors, LLC
UNCHANGED6,0806,08000%$998.7K$1.0M+$12.3K2026-10-22
Watershed Private Wealth LLC
INCREASED6,0635,403+660+12%$887.5K$1.0M+$120.6K2026-10-30
Larson Financial Group LLC
INCREASED6,0615,755+306+5%$945.4K$1.0M+$62.4K2026-11-05
Evanson Financial, LLC
DECREASED6,0366,256-220-4%$1.0M$1.0M-$24.0K2026-10-23
Adkins Seale Capital Management LLC
UNCHANGED6,0006,00000%$985.6K$997.7K+$12.1K2026-10-27
Parsons Capital Management Inc
INCREASED5,9965,991+5+0%$984.1K$997.0K+$12.9K2026-10-28
Gemmer Asset Management LLC
INCREASED5,9375,896+41+1%$968.6K$987.1K+$18.5K2026-10-16
Citigroup Inc
INCREASED5,8361,334+4,502+337%$219.1K$970.4K+$751.3K2026-11-04
Wilkins Miller Wealth Management, LLC
INCREASED5,8105,777+33+1%$949.0K$966.0K+$17.0K2026-10-13
Gilliland Jeter Wealth Management LLC
DECREASED5,7975,801-40%$953.0K$964.0K+$11.0K2026-10-28
Retirement Investment Advisors, Inc.
DECREASED5,7565,971-215-4%$980.4K$957.1K-$23.3K2026-10-22
Cypress Capital Group
UNCHANGED5,7295,72900%$941.1K$952.6K+$11.5K2026-11-03
BCS Wealth Management
UNCHANGED5,6955,69500%$935.5K$947.0K+$11.4K2026-11-03
Client 1ST Advisory Group, LLC
UNCHANGED5,6805,68000%$933.1K$944.5K+$11.4K2026-10-19
Biltmore Family Office, LLC
UNCHANGED5,6735,67300%$931.9K$943.3K+$11.4K2026-11-03
Florida Trust Wealth Management Co
INCREASED5,6584,932+726+15%$810.2K$940.8K+$130.6K2026-11-05
McClarren Financial Advisors, Inc.
DECREASED5,6445,720-76-1%$939.7K$938.5K-$1.2K2026-10-15
Advisor OS, LLC
DECREASED5,6376,846-1,209-18%$1.1M$937.4K-$187.3K2026-11-03
Basso Capital Management, L.P.
DECREASED5,6285,678-50-1%$932.7K$935.8K+$3.1K2026-10-30
Chapin Davis, Inc.
DECREASED5,5795,628-49-1%$924.5K$927.7K+$3.2K2026-10-09
Nabity-Jensen Investment Management Inc
UNCHANGED5,5665,56600%$914.3K$925.5K+$11.2K2026-10-23
Arista Wealth Management, LLC
INCREASED5,5644,796+768+16%$787.8K$925.2K+$137.3K2026-10-29
Pacific Park Financial, Inc.
INCREASED5,5325,466+66+1%$897.9K$919.9K+$22.0K2026-10-13
Inman Jager Wealth Management, LLC
UNCHANGED5,4825,48200%$900.5K$911.5K+$11.0K2026-11-05
Thrive Wealth Management, LLC
DECREASED5,4575,540-83-1%$910.0K$907.4K-$2.6K2026-10-13
Sound Stewardship, LLC
DECREASED5,4545,652-198-3%$928.5K$906.9K-$21.6K2026-10-14
Meitav Investment House LTD
DECREASED5,4435,967-524-9%$1.0M$930.0K-$91.4K2026-10-28
Successful Portfolios LLC
INCREASED5,4135,412+1+0%$895.8K$915.2K+$19.4K2026-10-09
XML Financial, LLC
INCREASED5,3865,385+1+0%$884.6K$895.6K+$11.1K2026-10-29
Professional Financial Advisors, LLC
DECREASED5,3485,479-131-2%$900.1K$889.3K-$10.8K2026-10-13
Advisory Solutions Group, LLC
INCREASED5,2791,478+3,801+257%$242.7K$877.8K+$635.1K2026-10-14
American National Bank & Trust
INCREASED5,2714,812+459+10%$790.5K$876.5K+$86.0K2026-10-07
Optivise Advisory Services LLC
DECREASED5,2515,351-100-2%$879.0K$873.1K-$5.9K2026-10-19
Penney Financial, LLC
UNCHANGED5,2465,24600%$861.8K$872.3K+$10.5K2026-10-20
Aprio Wealth Management, LLC
UNCHANGED5,2355,23500%$859.9K$870.4K+$10.5K2026-10-28
Northeast Investment Management
UNCHANGED5,2175,21700%$857.0K$867.5K+$10.5K2026-10-30
CGN Advisors LLC
DECREASED5,1765,352-176-3%$879.2K$860.7K-$18.5K2026-10-21
Tompkins Financial Corp
UNCHANGED5,1605,16000%$847.6K$858.0K+$10.4K2026-10-05
TrustWell Financial Advisors, LLC
INCREASED5,1284,949+179+4%$813.0K$852.7K+$39.7K2026-10-15
WealthBridge Capital Management, LLC
DECREASED5,1095,112-30%$839.7K$849.5K+$9.9K2026-10-16
Global View Capital Management LLC
DECREASED5,0846,779-1,695-25%$1.1M$845.4K-$268.2K2026-10-28
Signal Advisors Wealth, LLC
INCREASED5,0711,547+3,524+228%$254.1K$843.2K+$589.1K2026-10-13
Mainsail Financial Group, LLC
UNCHANGED5,0625,06200%$831.5K$841.7K+$10.2K2026-10-23
Quarry Hill Advisors, LLC
UNCHANGED5,0415,04100%$828.1K$838.2K+$10.1K2026-11-04
Soundwatch Capital LLC
DECREASED5,0006,604-1,604-24%$1.1M$839.8K-$245.1K2026-11-04
1834 Investment Advisors Co
UNCHANGED4,9954,99500%$820.5K$830.6K+$10.0K2026-10-16
Indivisible Partners
INCREASED4,9522,106+2,846+135%$346.0K$823.3K+$477.3K2026-10-26
Pinkerton Wealth, LLC
NEW4,925—+4,925——$818.9K—2026-10-29
True Freedom Investing, LLC
NEW4,925—+4,925——$818.9K—2026-10-29
Align Financial, LLC
UNCHANGED4,8804,88000%$801.6K$811.4K+$9.8K2026-10-16
Forum Financial Management, LP
DECREASED4,8754,998-123-2%$821.0K$810.6K-$10.4K2026-10-16
Harbor Investment Advisory, LLC
DECREASED4,8704,978-108-2%$817.7K$809.9K-$7.8K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED4,8504,85000%$796.8K$796.8K$02026-10-06
Cadent Capital Advisors, LLC
UNCHANGED4,8394,83900%$794.9K$804.6K+$9.7K2026-10-09
River Street Advisors LLC
INCREASED4,8264,746+80+2%$779.6K$802.5K+$22.8K2026-10-22
FSM Wealth Advisors, LLC
INCREASED4,8034,802+1+0%$788.8K$809.6K+$20.8K2026-10-27
Power Wealth Management LLC
DECREASED4,7924,905-113-2%$805.7K$796.8K-$8.9K2026-10-27
Traphagen Investment Advisors LLC
DECREASED4,7894,803-140%$789.1K$796.4K+$7.3K2026-10-14
Arta Finance Wealth Management LLC
INCREASED4,7824,735+47+1%$777.8K$795.2K+$17.3K2026-10-28
Root Financial Partners, LLC
INCREASED4,7642,519+2,245+89%$413.8K$792.2K+$378.4K2026-10-21
Encompass Wealth Advisors, LLC
INCREASED4,7062,374+2,332+98%$390.1K$782.7K+$392.6K2026-10-15
AWM Capital, LLC
INCREASED4,6714,660+11+0%$765.6K$776.7K+$11.1K2026-10-16
Davenport & Co LLC
DECREASED4,6694,972-303-6%$816.8K$776.3K-$40.4K2026-10-14
Tarbox Family Office, Inc.
UNCHANGED4,6564,65600%$764.9K$774.3K+$9.4K2026-10-23
Blue Bell Private Wealth Management, LLC
DECREASED4,5914,643-52-1%$762.7K$763.4K+$6852026-10-29
APS Management Group, Inc.
UNCHANGED4,5784,57800%$752.0K$761.2K+$9.2K2026-10-14
Grimes & Co Wealth Management, LLC
INCREASED4,4803,944+536+14%$647.9K$744.9K+$97.0K2026-10-29
Goldenstone Wealth Management LLC
UNCHANGED4,4734,47300%$734.7K$743.7K+$9.0K2026-11-04
West Bancorporation Inc
DECREASED4,4614,513-52-1%$741.4K$741.8K+$4242026-10-29
CoreCap Advisors, LLC
INCREASED4,4084,407+1+0%$723.9K$733.0K+$9.0K2026-10-08
Salem Investment Counselors Inc
UNCHANGED4,3804,38000%$719.5K$728.3K+$8.8K2026-10-13
Gamma Investing LLC
INCREASED4,3764,242+134+3%$696.8K$727.6K+$30.8K2026-10-08
Sharkey, Howes & Javer
INCREASED4,3464,148+198+5%$681.4K$722.7K+$41.3K2026-10-22
International Private Wealth Advisors LLC
NEW4,280—+4,280——$711.7K—2026-11-05
Pinnacle Associates LTD
INCREASED4,2653,838+427+11%$630.5K$709.2K+$78.7K2026-10-20
Pettinga Financial Advisors LLC
DECREASED4,2375,042-805-16%$828.3K$704.5K-$123.7K2026-10-13
TCI Wealth Advisors, Inc.
INCREASED4,2314,159+72+2%$683.2K$703.5K+$20.3K2026-10-30
Nemes Rush Group LLC
DECREASED4,2224,274-52-1%$702.1K$702.0K-$1212026-11-04
Plante Moran Financial Advisors, LLC
INCREASED4,2184,165+53+1%$684.2K$701.4K+$17.2K2026-11-04
Zullo Investment Group, Inc.
DECREASED4,2154,360-145-3%$716.3K$700.9K-$15.4K2026-10-20
Elevation Wealth Partners, LLC
INCREASED4,2154,209+6+0%$691.4K$700.9K+$9.5K2026-10-07
Clear Point Advisors Inc.
INCREASED4,2094,203+6+0%$690.4K$699.9K+$9.5K2026-10-30
Arlington Trust Co LLC
UNCHANGED4,2014,20100%$690.1K$698.5K+$8.4K2026-10-20
Integras Partners LLC
INCREASED4,2004,142+58+1%$680.4K$698.4K+$18.0K2026-10-30
Next Level Private LLC
DECREASED4,1984,423-225-5%$726.5K$698.0K-$28.5K2026-10-20
ARS Wealth Advisors Group, LLC
UNCHANGED4,1814,18100%$686.7K$695.2K+$8.5K2026-10-16
Fund Evaluation Group, LLC
NEW4,175—+4,175——$694.2K—2026-11-05
Wealthcare Capital Partners, LLC
INCREASED4,1683,828+340+9%$628.8K$693.1K+$64.2K2026-10-21
Mallini Complete Financial Planning LLC
UNCHANGED4,1574,15700%$682.9K$691.2K+$8.4K2026-10-06
William Howard & Co Financial Advisors Inc
INCREASED4,1444,139+5+0%$679.9K$689.0K+$9.1K2026-11-04
Asset Allocation & Management Company, LLC
UNCHANGED4,1434,14300%$681$689+$82026-10-13
GEN Financial Management, Inc.
UNCHANGED4,1374,13700%$679.6K$687.9K+$8.3K2026-10-13
Ayrshire Capital Management LLC
INCREASED4,1174,029+88+2%$661.8K$684.5K+$22.8K2026-10-20
Integrity Advisory Solutions, LLC
DECREASED4,1164,322-206-5%$710.1K$684.6K-$25.5K2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED4,1064,10600%$674.5K$682.7K+$8.3K2026-10-28
Stonebridge Financial Group, LLC
INCREASED4,0324,012+20+1%$659.1K$670.4K+$11.4K2026-10-01
Cornerstone Planning, LLC
UNCHANGED4,0024,00200%$657.4K$660.4K+$2.9K2026-10-27
Trinity Financial Advisors LLC
INCREASED3,9513,941+10+0%$647.5K$657.0K+$9.6K2026-10-09
West Wealth Group, LLC
NEW3,918—+3,918——$651.6K—2026-10-14
Stone Summit Wealth LLC
UNCHANGED3,9153,91500%$643.1K$651.0K+$7.9K2026-10-14
GC Wealth Management RIA, LLC
DECREASED3,9143,915-10%$643.1K$650.9K+$7.9K2026-11-02
Cooke Wealth Management, LLC
UNCHANGED3,9103,91000%$642.3K$650.2K+$7.9K2026-10-13
Rockwood Wealth Management, LLC
INCREASED3,8913,801+90+2%$624.3K$646.9K+$22.6K2026-10-27
Clarity Wealth Advisors, LLC
INCREASED3,8881,474+2,414+164%$242.1K$646.5K+$404.4K2026-10-21
Davidson Trust Co
INCREASED3,8802,593+1,287+50%$426.0K$645.2K+$219.2K2026-10-09
Lpwm LLC
INCREASED3,8783,509+369+11%$576.5K$644.8K+$68.3K2026-10-20
Cullen Investment Group, Ltd.
INCREASED3,8703,793+77+2%$623.0K$655.7K+$32.7K2026-10-13
Tradewinds Capital Management, LLC
UNCHANGED3,8473,84700%$631.9K$639.7K+$7.7K2026-10-23
Farnam Financial LLC
UNCHANGED3,8233,82300%$628.0K$634.9K+$6.9K2026-10-21
Rossmore Private Capital
UNCHANGED3,7753,77500%$620.1K$627.7K+$7.6K2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED3,7643,754+10+0%$616.7K$625.9K+$9.2K2026-10-27
Solidarity Wealth, LLC
UNCHANGED3,7543,75400%$616.7K$624.2K+$7.5K2026-10-15
Stockman Wealth Management, Inc.
NEW3,751—+3,751——$623.7K—2026-10-27
Canandaigua National Trust Co of Florida
NEW3,748—+3,748——$623.2K—2026-10-07
Element Pointe Advisors, LLC
INCREASED3,6992,295+1,404+61%$377.0K$615.1K+$238.1K2026-10-21
Culbertson A N & Co Inc
UNCHANGED3,6953,69500%$607.0K$614.4K+$7.4K2026-10-21
McNaughton Wealth Management, LLC
UNCHANGED3,6623,66200%$601.6K$608.9K+$7.4K2026-10-09
Wetzel Investment Advisors, Inc.
DECREASED3,6443,763-119-3%$618.1K$605.9K-$12.2K2026-10-13
W Advisors, LLC
INCREASED3,6252,878+747+26%$472.8K$602.8K+$130.0K2026-11-02
NTV Asset Management LLC
DECREASED3,6123,880-268-7%$637.4K$600.6K-$36.8K2026-10-23
Piedmont Capital Management, LLC
UNCHANGED3,5913,59100%$589.9K$597.1K+$7.2K2026-10-21
Laurel Wealth Advisors LLC
UNCHANGED3,5803,58000%$588.1K$595.3K+$7.2K2026-10-27
CX Institutional
DECREASED3,5793,905-326-8%$641$595-$462026-10-02
Petros Family Wealth, LLC
DECREASED3,5734,973-1,400-28%$816.9K$594.2K-$222.8K2026-10-28
Harbor Group, Inc.
DECREASED3,5543,650-96-3%$599.6K$590.9K-$8.7K2026-10-14
Capital Investment Advisory Services, LLC
DECREASED3,5323,583-51-1%$588.5K$587.4K-$1.2K2026-10-30
Yankcom Partnership
UNCHANGED3,5003,50000%$574.9K$582.0K+$7.0K2026-10-15
Aire Advisors, LLC
DECREASED3,4704,474-1,004-22%$735.0K$577.0K-$158.0K2026-10-22
Busey Bank
UNCHANGED3,4693,46900%$569.9K$576.8K+$7.0K2026-10-26
Onyx Bridge Wealth Group LLC
UNCHANGED3,4683,46800%$569.7K$576.6K+$7.0K2026-10-16
Wealth Alliance Advisory Group, LLC
DECREASED3,4544,740-1,286-27%$778.7K$574.3K-$204.4K2026-10-14
Norden Group LLC
UNCHANGED3,4513,45100%$566.9K$573.8K+$6.9K2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED3,4283,418+10+0%$561.5K$569.9K+$8.4K2026-11-03
Cullen T Bankers, Inc.
DECREASED3,4213,471-50-1%$570.2K$568.8K-$1.3K2026-10-28
PW Nova Financial Services LLC
DECREASED3,4133,933-520-13%$646.1K$567.5K-$78.6K2026-10-15
Avid Wealth Partners LLC
DECREASED3,4123,498-86-2%$574.6K$567.3K-$7.3K2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED3,3963,240+156+5%$532.2K$564.7K+$32.5K2026-11-02
MKD Wealth Coaches, LLC
UNCHANGED3,3943,39400%$557.5K$564.4K+$6.8K2026-10-09
Sunpointe, LLC
INCREASED3,3743,366+8+0%$553.0K$561.1K+$8.1K2026-10-22
AMG National Trust Bank
DECREASED3,3593,409-50-1%$560.0K$558.5K-$1.5K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED3,3513,35100%$549.6K$557.2K+$7.6K2026-10-29
Principle Wealth Partners LLC
INCREASED3,3403,338+2+0%$548.4K$555.5K+$7.2K2026-11-02
Marietta Wealth Management, LLC
INCREASED3,3243,245+79+2%$533.1K$556.4K+$23.3K2026-10-22
Level Financial Advisors
INCREASED3,3193,318+1+0%$545.0K$551.9K+$6.9K2026-10-13
National Wealth Management Group, LLC
DECREASED3,2873,292-50%$540.8K$546.6K+$5.9K2026-10-26
International Assets Investment Management, LLC
INCREASED3,2802,921+359+12%$479.0K$546.7K+$67.6K2026-11-02
Verus Capital Partners, LLC
DECREASED3,2733,334-61-2%$547.7K$544.3K-$3.4K2026-11-03
Sowell Financial Services LLC
INCREASED3,2671,844+1,423+77%$302.9K$543.2K+$240.3K2026-10-23
Oath Planning, LLC
INCREASED3,2442,619+625+24%$430.2K$539.3K+$109.2K2026-10-20
Evergreen Capital Management LLC
INCREASED3,2392,980+259+9%$489.5K$538.6K+$49.1K2026-10-23
Norris Perne & French LLP
UNCHANGED3,2243,22400%$529.6K$536.1K+$6.5K2026-10-23
Avion Wealth
INCREASED3,2073,107+100+3%$510.0K$533.0K+$23.0K2026-11-04
Golden State Wealth Management, LLC
DECREASED3,1944,284-1,090-25%$703.9K$531.2K-$172.6K2026-11-02
Echo45 Advisors LLC
DECREASED3,1583,409-251-7%$560.0K$525.1K-$34.9K2026-10-07
Integrated Advisors Network LLC
INCREASED3,1492,033+1,116+55%$333.9K$523.6K+$189.7K2026-10-20
McGuire Investment Group, LLC
INCREASED3,1263,071+55+2%$504.5K$519.8K+$15.3K2026-10-23
One Advisory Partners, LLC
DECREASED3,1223,151-29-1%$517.6K$519.1K+$1.5K2026-10-22
Fragasso Financial Advisors Inc
DECREASED3,1113,422-311-9%$562.2K$527.9K-$34.3K2026-10-13
PUREfi Wealth, LLC
DECREASED3,1053,118-130%$512.2K$516.3K+$4.1K2026-10-19
Powerhouse Assets LLC
UNCHANGED3,1033,10300%$509.8K$516.0K+$6.2K2026-10-19
Childress Capital Advisors, LLC
UNCHANGED3,1003,10000%$509.2K$515.5K+$6.2K2026-10-28
Pioneer Wealth Management Group
INCREASED3,0813,055+26+1%$501.8K$512.4K+$10.5K2026-10-09
Lawood & Co
DECREASED3,0733,359-286-9%$551.8K$511.0K-$40.8K2026-10-09
Bauman Advisory Group, LLC
INCREASED3,0653,052+13+0%$501.4K$509.7K+$8.3K2026-10-29
Collective Family Office LLC
INCREASED3,0572,609+448+17%$428.6K$508.3K+$79.7K2026-10-05
Inscription Capital, LLC
INCREASED3,0513,046+5+0%$500.4K$507.3K+$6.9K2026-11-02
Cadinha & Co LLC
UNCHANGED3,0513,05100%$501.1K$507.3K+$6.2K2026-10-22
Warren Street Wealth Advisors, LLC
INCREASED3,0443,043+1+0%$499.9K$506.1K+$6.3K2026-11-04
Calamos Wealth Management LLC
DECREASED3,0426,065-3,023-50%$996.3K$505.8K-$490.5K2026-11-02
Victory Financial Group, LLC
DECREASED3,0253,404-379-11%$559.1K$503.1K-$56.0K2026-10-27
Old National Bancorp
DECREASED3,0133,033-20-1%$498.2K$501.0K+$2.8K2026-10-20
Radnor Capital Management, LLC
UNCHANGED3,0113,01100%$494.6K$500.7K+$6.1K2026-10-23
Sovran Advisors, LLC
DECREASED2,9983,715-717-19%$603.8K$503.4K-$100.4K2026-11-02
TrustBank
INCREASED2,9772,202+775+35%$361.7K$495.0K+$133.3K2026-10-20
Townsend Financial Planning, LLC
DECREASED2,9773,197-220-7%$525.2K$495.0K-$30.2K2026-11-02
RAM Investment Partners, LLC
NEW2,966—+2,966——$493.2K—2026-10-21
Beacon Capital Management, LLC
INCREASED2,9591,897+1,062+56%$311.6K$492.1K+$180.5K2026-10-23
Live Oak Private Wealth LLC
UNCHANGED2,9552,95500%$485.4K$491.4K+$5.9K2026-11-02
Woodward Financial Advisors, Inc.
UNCHANGED2,9532,95300%$485.1K$491.0K+$5.9K2026-10-19
NovaPoint Capital, LLC
INCREASED2,9392,568+371+14%$421.9K$488.7K+$66.9K2026-10-22
Ascentis Independent Advisors
NEW2,903—+2,903——$483.0K—2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED2,8932,897-40%$476.0K$481.1K+$5.1K2026-10-29
Milestone Asset Management Group, LLC
DECREASED2,8873,847-960-25%$632.0K$480.0K-$152.0K2026-10-20
TritonPoint Partners, LLC
DECREASED2,8843,179-295-9%$522.2K$479.6K-$42.7K2026-11-05
Trust Co of Toledo NA
UNCHANGED2,8812,88100%$473.3K$479.1K+$5.8K2026-10-16
Vicus Capital
DECREASED2,8773,057-180-6%$502.1K$478.5K-$23.6K2026-11-05
Lodestar Private Asset Management LLC
DECREASED2,8753,232-357-11%$531.0K$478.1K-$52.9K2026-10-26
Raleigh Capital Management Inc.
INCREASED2,866145+2,721+1877%$23.7K$476.6K+$452.8K2026-10-28
Carbahal Olsen Financial Services Group, LLC
UNCHANGED2,8312,83100%$465.0K$470.7K+$5.7K2026-11-05
Carnegie Investment Counsel
UNCHANGED2,8262,82600%$464.2K$469.9K+$5.7K2026-10-20
Great Waters Wealth Management
UNCHANGED2,8222,82200%$463.6K$469.2K+$5.7K2026-10-07
Heartwood Wealth Advisors LLC
UNCHANGED2,8092,80900%$461.4K$467.1K+$5.6K2026-10-05
Greenhouse Wealth Management, LLC
INCREASED2,7852,777+8+0%$456.2K$463.0K+$6.8K2026-10-20
Jamison Private Wealth Management, Inc.
NEW2,783—+2,783——$462.8K—2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED2,7582,75800%$453.1K$458.6K+$5.5K2026-10-22
Greatmark Investment Partners, Inc.
INCREASED2,7572,750+7+0%$451.7K$458.4K+$6.8K2026-10-28
DecisionMap Wealth Management, LLC
INCREASED2,7392,738+1+0%$449.7K$455.4K+$5.7K2026-10-29
Capstone Wealth Management, LLC
INCREASED2,7212,717+4+0%$446.3K$452.5K+$6.2K2026-11-02
Sincerus Advisory, LLC
INCREASED2,7032,701+2+0%$443.7K$449.4K+$5.7K2026-10-09
Latitude Advisors, LLC
DECREASED2,6863,507-821-23%$576.2K$446.7K-$129.5K2026-10-27
Financial Symmetry Inc
INCREASED2,6722,666+6+0%$437.9K$444.3K+$6.4K2026-10-06
Stackstone Wealth, LLC
NEW2,651—+2,651——$440.8K—2026-10-19
Entrust Financial LLC
INCREASED2,6422,544+98+4%$417.9K$439.3K+$21.4K2026-11-04
Ballast, Inc.
NEW2,637—+2,637——$438.5K—2026-10-20
Sensible Money, LLC
DECREASED2,6322,672-40-1%$438.9K$437.6K-$1.3K2026-10-20
Regions Financial Corp
INCREASED2,6312,537+94+4%$416.8K$437.5K+$20.7K2026-11-05
Sterling Investment Advisors LLC
INCREASED2,6312,620+11+0%$430.4K$437.5K+$7.1K2026-10-27
Olio Financial Planning
UNCHANGED2,6242,62400%$431.0K$436.3K+$5.3K2026-10-22
Simplicity Wealth,LLC
DECREASED2,6162,824-208-7%$463.9K$435.0K-$28.9K2026-10-23
Integris Wealth Management, LLC
UNCHANGED2,6042,60400%$427.8K$433.0K+$5.2K2026-10-14
InTrack Investment Management Inc
UNCHANGED2,6002,60000%$427.1K$432.3K+$5.2K2026-10-15
Shepherd Financial Partners LLC
UNCHANGED2,5902,59000%$425.5K$430.7K+$5.2K2026-11-03
Old Second National Bank of Aurora
DECREASED2,5862,742-156-6%$450.4K$430.0K-$20.4K2026-10-22
Svrn Asset Management, LLC
INCREASED2,5782,000+578+29%$328.5K$428.7K+$100.1K2026-11-02
Compass Wealth Management LLC
UNCHANGED2,5692,56900%$422.0K$427.2K+$5.2K2026-10-22
Old Mission Investment Co LLC
INCREASED2,5662,532+34+1%$415.9K$426.7K+$10.8K2026-10-22
Nadler Financial Group, Inc.
INCREASED2,5582,372+186+8%$389.6K$425.3K+$35.7K2026-10-23
Barrett & Company, Inc.
INCREASED2,5422,541+1+0%$417.5K$422.6K+$5.1K2026-10-22
Equita Financial Network, Inc.
INCREASED2,5301,563+967+62%$256.8K$420.7K+$163.9K2026-10-19
Five Oceans Advisors
UNCHANGED2,5142,51400%$413.0K$418.0K+$5.0K2026-10-22
Integrated Wealth Management
DECREASED2,5132,862-349-12%$470.2K$417.8K-$52.3K2026-10-19
Shira Ridge Wealth Management
UNCHANGED2,5052,50500%$411.5K$416.5K+$5.0K2026-10-09
Penn Davis Mcfarland Inc
UNCHANGED2,5002,50000%$410.7K$415.7K+$5.0K2026-10-23
Ascent Wealth Partners, LLC
UNCHANGED2,4932,49300%$409.5K$414.5K+$5.0K2026-10-23
A4 Wealth Advisors LLC
DECREASED2,4892,539-50-2%$417.2K$413.9K-$3.2K2026-10-20
PFW Advisors LLC
UNCHANGED2,4652,46500%$404.9K$409.9K+$5.0K2026-10-07
Lanark Financial, Inc.
DECREASED2,4612,476-15-1%$406.7K$409.2K+$2.5K2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED2,4602,232+228+10%$366.6K$409.1K+$42.5K2026-10-14
Retirement Solution LLC
INCREASED2,4531,676+777+46%$275.3K$408.0K+$132.6K2026-10-27
Gradient Investments LLC
INCREASED2,4532,450+3+0%$402.4K$408.0K+$5.5K2026-10-08
Waldron Private Wealth LLC
DECREASED2,4364,937-2,501-51%$811.0K$405.1K-$405.9K2026-11-02
Gutierrez Wealth Advisory, LLC
INCREASED2,4362,430+6+0%$399.2K$405.1K+$6.0K2026-11-02
Castle Rock Wealth Management, LLC
INCREASED2,4352,428+7+0%$398.3K$413.7K+$15.4K2026-10-09
Halbert Hargrove Global Advisors, LLC
DECREASED2,4102,412-20%$396.3K$400.8K+$4.5K2026-10-16
Carter Financial Group, Inc.
INCREASED2,4092,402+7+0%$394.6K$400.5K+$5.9K2026-10-21
ARS Investment Partners, LLC
UNCHANGED2,4092,40900%$395.7K$400.6K+$4.8K2026-11-05
CRA Financial Services, LLC
DECREASED2,4082,434-26-1%$399.8K$400.3K+$5682026-10-16
Triad Wealth Partners, LLC
INCREASED2,4011,965+436+22%$326.3K$399.3K+$73.0K2026-10-26
Smithbridge Asset Management Inc
UNCHANGED2,4002,40000%$394.2K$399.1K+$4.8K2026-10-19
Brickley Wealth Management
NEW2,391—+2,391——$397.6K—2026-11-04
Garde Capital, Inc.
UNCHANGED2,3662,36600%$388.7K$393.4K+$4.8K2026-10-29
Mengis Capital Management, Inc.
UNCHANGED2,3582,35800%$387.3K$392.1K+$4.7K2026-10-13
Wealth Quarterback LLC
INCREASED2,3542,242+112+5%$368.3K$391.3K+$23.1K2026-10-20
Richards, Merrill & Peterson, Inc.
UNCHANGED2,3502,35000%$386.0K$390.8K+$4.7K2026-10-19
BAM Wealth Management, LLC
DECREASED2,3482,629-281-11%$431.8K$390.4K-$41.4K2026-10-15
Mitchell Sinkler & Starr
UNCHANGED2,3452,34500%$385.2K$389.9K+$4.7K2026-10-13
Occidental Asset Management, LLC
UNCHANGED2,3212,32100%$381.3K$385.9K+$4.7K2026-11-05
180 Wealth Advisors, LLC
DECREASED2,3192,339-20-1%$384.2K$385.7K+$1.5K2026-11-03
Selective Wealth Management, Inc.
INCREASED2,3182,317+1+0%$377.7K$389.4K+$11.7K2026-10-16
CV Advisors LLC
INCREASED2,2992,294+5+0%$376.8K$382.2K+$5.4K2026-10-13
Tortuga Wealth Management, Inc
DECREASED2,2942,396-102-4%$393.7K$381.7K-$12.0K2026-10-27
Univest Financial Corp
DECREASED2,2933,693-1,400-38%$606.6K$381.3K-$225.4K2026-11-05
Myecfo, LLC
UNCHANGED2,2932,29300%$376.7K$381.3K+$4.6K2026-10-14
Cranbrook Wealth Management, LLC
INCREASED2,2912,282+9+0%$374.9K$380.9K+$6.1K2026-10-28
Crew Capital Management, Ltd
UNCHANGED2,2782,27800%$374.2K$378.8K+$4.6K2026-10-28
Donalies Financial Planning, LLC
INCREASED2,2772,271+6+0%$373.0K$378.6K+$5.6K2026-10-19
Appleton Partners Inc
DECREASED2,2692,339-70-3%$384.0K$377-$383.6K2026-10-30
Trilogy Capital Inc.
INCREASED2,2692,232+37+2%$366.7K$377.3K+$10.7K2026-10-20
Silverlake Wealth Management LLC
DECREASED2,2562,924-668-23%$480.4K$375.0K-$105.3K2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED2,2543,584-1,330-37%$588.7K$374.8K-$213.9K2026-10-27
Foster Victor Wealth Advisors, LLC
NEW2,252—+2,252——$375.5K—2026-10-21
Atticus Wealth Management, LLC
DECREASED2,2462,478-232-9%$407.0K$373.5K-$33.6K2026-10-20
HT Partners LLC
UNCHANGED2,2462,24600%$369.0K$373.5K+$4.5K2026-10-20
Altfest L J & Co Inc
INCREASED2,2312,225+6+0%$365.5K$371.0K+$5.5K2026-10-27
G&S Capital LLC
UNCHANGED2,2072,20700%$362.5K$367.0K+$4.4K2026-10-23
Grove Street Fiduciary, LLC
UNCHANGED2,2062,20600%$362.4K$366.8K+$4.4K2026-10-13
Southern Capital Advisors, LLC
DECREASED2,1932,338-145-6%$384.1K$364.7K-$19.4K2026-10-26
Hardin Capital Partners, LLC
DECREASED2,1782,206-28-1%$363.0K$362.2K-$7952026-10-09
Kanawha Capital Management LLC
INCREASED2,1722,081+91+4%$341.8K$361.2K+$19.3K2026-10-19
RKL Wealth Management LLC
INCREASED2,1722,171+1+0%$356.7K$361.2K+$4.5K2026-10-16
Valley Forge Investment Consultants Inc ADV
INCREASED2,1632,152+11+1%$353.5K$359.7K+$6.2K2026-11-03
Phillip James Consulting Co.
NEW2,150—+2,150——$357.5K—2026-11-03
WealthSpring Partners, LLC
DECREASED2,1332,259-126-6%$371.1K$354.7K-$16.4K2026-10-14
CWA Asset Management Group, LLC
DECREASED2,1202,213-93-4%$363.5K$352.5K-$11.0K2026-10-19
North Star Investment Management Corp.
UNCHANGED2,0992,09900%$344.8K$349.0K+$4.3K2026-10-27
Financial Management Network Inc
INCREASED2,0832,082+1+0%$339.4K$349.8K+$10.4K2026-10-09
Jacksonville Wealth Management, LLC
UNCHANGED2,0832,08300%$342.2K$346.4K+$4.2K2026-10-30
SkyOak Wealth, LLC
UNCHANGED2,0792,07900%$341.6K$345.8K+$4.2K2026-10-28
Eagle Rock Investment Company, LLC
DECREASED2,0742,474-400-16%$406.4K$344.9K-$61.5K2026-10-21
Greenwood Capital Associates LLC
UNCHANGED2,0292,02900%$333.3K$337.4K+$4.1K2026-10-27
Williams Jones Wealth Management, Llc.
DECREASED2,0152,275-260-11%$373.7K$335.1K-$38.7K2026-11-05
Broussard Financial Group LLC
NEW2,012—+2,012——$334.6K—2026-10-26
Argyle Capital Partners, LLC
INCREASED2,0121,983+29+1%$325.8K$334.6K+$8.9K2026-10-23
Tandem Capital Management Corp
UNCHANGED2,0122,01200%$330.5K$334.6K+$4.0K2026-10-22
Mattern Capital Management, LLC
UNCHANGED2,0102,01000%$330.2K$334.2K+$4.0K2026-11-02
Lakeshore Financial Planning, Inc.
NEW2,004—+2,004——$333.2K—2026-10-13
Villere ST Denis J & Co LLC
UNCHANGED2,0002,00000%$328.5K$332.6K+$4.0K2026-11-04
Beese Fulmer Investment Management, Inc.
INCREASED1,9971,948+49+3%$319.9K$332.1K+$12.2K2026-10-23
Members Wealth LLC
NEW1,991—+1,991——$337.0K—2026-10-20
Commonwealth Financial Services, LLC
UNCHANGED1,9891,98900%$326.7K$330.7K+$4.0K2026-10-20
Hibernia Wealth Partners, LLC
DECREASED1,9822,095-113-5%$344.0K$329.6K-$14.4K2026-10-29
Allen Capital Group, LLC
DECREASED1,9701,977-70%$324.8K$327.6K+$2.8K2026-10-27
Founders Financial Securities LLC
DECREASED1,9671,981-14-1%$325.4K$327.0K+$1.6K2026-10-28
Smith Salley Wealth Management
UNCHANGED1,9661,96600%$323.0K$327.0K+$4.0K2026-11-03
Crumly & Associates Inc.
UNCHANGED1,9651,96500%$322.8K$326.7K+$3.9K2026-10-07
Next Level Wealth Planning, LLC
INCREASED1,9601,955+5+0%$321.2K$326.0K+$4.8K2026-10-29
WealthCare Investment Partners, LLC
DECREASED1,9422,001-59-3%$328.7K$322.9K-$5.8K2026-11-05
Partners Wealth Management, LLC
NEW1,929—+1,929——$320.8K—2026-10-28
Goelzer Investment Management, Inc.
INCREASED1,9241,898+26+1%$311.8K$319.9K+$8.1K2026-10-16
Key FInancial Inc
UNCHANGED1,9131,91300%$314.2K$318.1K+$3.8K2026-11-02
Westchester Capital Management, Inc.
UNCHANGED1,9121,91200%$314.1K$317.9K+$3.8K2026-10-23
Miller Financial Services LLC
INCREASED1,9101,906+4+0%$313.1K$317.6K+$4.5K2026-10-20
Carmel Capital Partners, LLC
UNCHANGED1,9081,90800%$313.4K$317.3K+$3.8K2026-11-03
365 WMG Private Fund I: Primus Fund LLC
NEW1,906—+1,906——$317.0K—2026-10-20
Axecap Investments, LLC
INCREASED1,9061,903+3+0%$312.6K$317.0K+$4.4K2026-10-20
Colton Groome Financial Advisors, LLC
UNCHANGED1,9051,90500%$312.9K$316.8K+$3.8K2026-10-06
Eagle Strategies LLC
INCREASED1,8961,891+5+0%$310.7K$315.3K+$4.7K2026-10-16
MW Advisory, LLC
INCREASED1,8781,873+5+0%$307.7K$312.3K+$4.6K2026-10-19
Burke & Herbert Bank & Trust Co
UNCHANGED1,8751,87500%$308.0K$311.8K+$3.8K2026-11-02
Linscomb Wealth, Inc.
UNCHANGED1,8741,87400%$307.9K$311.7K+$3.8K2026-11-05
Centurion Wealth Management LLC
INCREASED1,8591,855+4+0%$304.7K$309.0K+$4.4K2026-10-13
Opal Wealth Advisors, LLC
INCREASED1,8521,767+85+5%$290.3K$308.0K+$17.7K2026-10-16
Stirlingshire Investments, Inc.
INCREASED1,8521,846+6+0%$303.3K$307.9K+$4.6K2026-11-05
Buck Wealth Strategies, LLC
INCREASED1,8471,438+409+28%$236.3K$307.1K+$70.8K2026-10-28
Randolph Co Inc
UNCHANGED1,8381,83800%$301.9K$305.6K+$3.7K2026-10-23
Turn8 Private Wealth Inc.
DECREASED1,8371,928-91-5%$316.7K$305.5K-$11.3K2026-11-05
Defined Wealth Management, LLC
UNCHANGED1,8171,81700%$298.5K$302.1K+$3.7K2026-10-19
Ignite Planners, LLC
UNCHANGED1,8131,81300%$297.8K$301.5K+$3.6K2026-10-14
Lantz Financial LLC
DECREASED1,8022,040-238-12%$335.2K$299.7K-$35.5K2026-10-15
Mayfair Advisory Group, LLC
UNCHANGED1,8001,80000%$291.6K$299.3K+$7.7K2026-10-20
Jackson Square Capital, LLC
INCREASED1,7871,394+393+28%$229.0K$297.1K+$68.2K2026-10-19
Summit Financial Wealth Advisors, LLC
UNCHANGED1,7611,76100%$289.3K$292.8K+$3.5K2026-10-15
Pinnacle Financial Group, LLC / IL
INCREASED1,7581,756+2+0%$288.5K$292.4K+$3.8K2026-10-29
Wealth Management Partners, LLC
UNCHANGED1,7521,75200%$287.8K$291.3K+$3.5K2026-10-21
Bailard, Inc.
UNCHANGED1,7501,75000%$287.5K$291.0K+$3.5K2026-10-13
Nottingham Advisors, Inc.
DECREASED1,7431,861-118-6%$302.8K$290.5K-$12.3K2026-10-29
Nova R Wealth, Inc.
INCREASED1,7431,742+1+0%$286.1K$289.8K+$3.7K2026-10-26
Creative Financial Designs Inc
DECREASED1,7422,022-280-14%$332.2K$289.7K-$42.4K2026-11-04
Acorn Financial Advisory Services Inc
DECREASED1,7421,745-30%$286.7K$289.7K+$3.0K2026-11-02
Wrenne Financial Planning LLC
UNCHANGED1,7381,73800%$285.5K$289.0K+$3.5K2026-10-30
Cornerstone Wealth Group, LLC
INCREASED1,7371,667+70+4%$273.9K$288.9K+$15.0K2026-11-02
McAdam, LLC
UNCHANGED1,7351,73500%$285.0K$288.5K+$3.5K2026-10-21
Accel Wealth Management
UNCHANGED1,7251,72500%$283.4K$286.8K+$3.5K2026-10-13
Reston Wealth Management LLC
INCREASED1,7231,345+378+28%$220.9K$286.4K+$65.5K2026-10-29
tru Independence LLC
INCREASED1,7201,718+2+0%$282.2K$285.9K+$3.7K2026-10-20
McKinley Carter Wealth Services, Inc.
UNCHANGED1,7111,71100%$281.1K$284.5K+$3.4K2026-10-16
Avantax Planning Partners, Inc.
NEW1,702—+1,702——$283.0K—2026-11-03
BostonPremier Wealth LLC
INCREASED1,7011,696+5+0%$278.6K$282.8K+$4.2K2026-10-16
Piar LLC
NEW1,700—+1,700——$282.7K—2026-10-21
Heritage Investment Group, Inc.
UNCHANGED1,7001,70000%$279.3K$282.7K+$3.4K2026-11-03
Northern Capital Management, Inc.
UNCHANGED1,6961,69600%$278.6K$282.0K+$3.4K2026-11-05
Firethorn Wealth Partners, LLC
INCREASED1,6931,683+10+1%$276.5K$281.6K+$5.1K2026-10-14
Center for Financial Planning, Inc.
UNCHANGED1,6901,69000%$277.6K$281.0K+$3.4K2026-10-26
Scratch Capital LLC
UNCHANGED1,6861,68600%$277.0K$280.3K+$3.4K2026-11-02
ETF Store, Inc.
INCREASED1,6821,677+5+0%$275.5K$279.6K+$4.1K2026-10-19
Greenspring Advisors, LLC
UNCHANGED1,6811,68100%$276.1K$279.5K+$3.4K2026-11-05
Trust Point Inc.
UNCHANGED1,6801,68000%$276.0K$279.4K+$3.4K2026-10-27
SYM Financial Corp
INCREASED1,6611,234+427+35%$202.7K$276.2K+$73.5K2026-10-26
Juncture Wealth Strategies, LLC
UNCHANGED1,6581,65800%$272.4K$275.7K+$3.3K2026-10-06
Moisand Fitzgerald Tamayo, LLC
INCREASED1,638645+993+154%$106.0K$272.3K+$166.4K2026-10-15
Clarity Capital Advisors, LLC
UNCHANGED1,6301,63000%$267.7K$271.0K+$3.3K2026-10-27
Horizon Wealth Management, LLC
INCREASED1,6291,617+12+1%$265.7K$270.8K+$5.1K2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED1,6241,62400%$266.8K$270.0K+$3.3K2026-10-21
TSG Advice Partners, LLC
NEW1,616—+1,616——$265.5K—2026-10-29
Ryan Investment Management, Inc.
NEW1,616—+1,616——$268.7K—2026-10-20
Range Financial Group LLC
INCREASED1,6031,601+2+0%$263.0K$266.6K+$3.6K2026-10-21
Johnson Financial Group, LLC
DECREASED1,6002,170-570-26%$356.5K$266.0K-$90.4K2026-11-03
Diversified Management Inc
UNCHANGED1,6001,60000%$262.8K$266.0K+$3.2K2026-10-08
Arthur M. Cohen & Associates, LLC
UNCHANGED1,6001,60000%$262.8K$266.0K+$3.2K2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED1,5981,615-17-1%$265.3K$265.8K+$5132026-10-13
Fortune Financial Group, Inc.
UNCHANGED1,5871,58700%$260.7K$263.9K+$3.2K2026-10-22
Cornerstone Wealth Management, LLC
DECREASED1,5731,776-203-11%$291.8K$261.6K-$30.2K2026-11-04
Silver Grove Financial Group, Inc.
DECREASED1,5662,147-581-27%$352.7K$260.4K-$92.3K2026-11-05
Relyea Zuckerberg Hanson LLC
NEW1,553—+1,553——$258.3K—2026-10-20
Global Financial Private Client, LLC
UNCHANGED1,5491,54900%$254.5K$257.6K+$3.1K2026-10-15
4J Wealth Management LLC
UNCHANGED1,5251,52500%$250.5K$253.6K+$3.1K2026-11-02
Annex Advisory Services, LLC
INCREASED1,5201,476+44+3%$242.5K$252.8K+$10.3K2026-10-16
Grey Fox Wealth Advisors, LLC
NEW1,516—+1,516——$252.1K—2026-11-03
Prevail Innovative Wealth Advisors, LLC
DECREASED1,5121,600-88-5%$262.8K$256.0K-$6.9K2026-10-20
Lantern Wealth Advisors, LLC
INCREASED1,5061,505+1+0%$247.3K$250.5K+$3.2K2026-10-22
Kestra Investment Management, LLC
NEW1,504—+1,504——$250.1K—2026-11-04
Charles Schwab Trust Co
NEW1,500—+1,500——$249.4K—2026-10-15
Waterfront Wealth Inc.
DECREASED1,4991,517-18-1%$251.1K$250.8K-$3862026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED1,4921,619-127-8%$265.9K$248.0K-$17.9K2026-11-02
Worth Financial Advisory Group, LLC
DECREASED1,4911,509-18-1%$247.9K$247.9K+$402026-10-19
Griffith & Werner, Inc.
UNCHANGED1,4801,48000%$243.0K$246.1K+$3.1K2026-11-04
Clear Trail Advisors, LLC
INCREASED1,4721,453+19+1%$238.7K$244.8K+$6.1K2026-10-20
Abner Herrman & Brock LLC
NEW1,467—+1,467——$244—2026-10-20
Mccarter Private Wealth Services LLC
NEW1,464—+1,464——$243.4K—2026-10-22
Sound Income Strategies, LLC
DECREASED1,4631,678-215-13%$275.6K$246.7K-$28.9K2026-10-09
Fagan Associates, Inc.
UNCHANGED1,4621,46200%$240.2K$243.1K+$2.9K2026-10-13
Alhambra Investment Management LLC
INCREASED1,4611,371+90+7%$225.2K$242.9K+$17.7K2026-10-15
Welch & Forbes LLC
UNCHANGED1,4561,45600%$239.2K$242.1K+$2.9K2026-11-04
Frederick Financial Consultants, LLC
INCREASED1,4501,438+12+1%$236.2K$241.1K+$4.9K2026-10-29
Fidelity D & D Bancorp Inc
DECREASED1,4471,482-35-2%$243.4K$240.6K-$2.8K2026-11-05
Fulton Breakefield Broenniman LLC
INCREASED1,4451,444+1+0%$237.3K$240.3K+$3.1K2026-11-03
Spectrum Planning & Advisory Services Inc.
NEW1,435—+1,435——$238.6K—2026-11-05
Accredited Investor Services, LLC
DECREASED1,4292,474-1,045-42%$406.4K$237.6K-$168.8K2026-10-22
PKS Advisory Services, LLC
UNCHANGED1,4241,42400%$234.3K$234.3K$02026-10-26
West Branch Capital LLC
UNCHANGED1,4221,42200%$233.6K$236.5K+$2.9K2026-10-20
Angeles Wealth Management, LLC
INCREASED1,4211,043+378+36%$171.3K$236.3K+$65.0K2026-10-26
Butensky & Cohen Financial Security, Inc
UNCHANGED1,4081,40800%$231.3K$234.1K+$2.8K2026-10-13
RCS Financial Planning, LLC
DECREASED1,4071,771-364-21%$290.9K$234.0K-$57.0K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,4031,399+4+0%$229.9K$233.3K+$3.4K2026-10-14
KWB Wealth
INCREASED1,3971,396+1+0%$229.4K$232.3K+$2.9K2026-10-16
Antonelli Financial Advisors, LLC
UNCHANGED1,3951,39500%$229.0K$232.0K+$3.0K2026-10-13
First Merchants Corp
UNCHANGED1,3891,38900%$228.2K$231.0K+$2.8K2026-10-15
RED Lighthouse Investment Management, LLC
UNCHANGED1,3891,38900%$228.2K$231.0K+$2.8K2026-11-02
Braeburn Wealth Management LLC
DECREASED1,3881,511-123-8%$248.3K$230.8K-$17.5K2026-10-15
Gallacher Capital Management LLC
UNCHANGED1,3811,38100%$226.9K$229.6K+$2.8K2026-10-30
Lincoln Capital LLC
DECREASED1,3781,386-8-1%$227.7K$229.2K+$1.5K2026-10-09
Community Financial Services Group, LLC
UNCHANGED1,3761,37600%$225.7K$229.3K+$3.6K2026-10-15
Investment Partners, Ltd.
NEW1,367—+1,367——$227.2K—2026-10-29
ARQ Wealth Advisors, LLC
UNCHANGED1,3671,36700%$224.0K$227.3K+$3.3K2026-10-29
SteelPeak Wealth, LLC
NEW1,365—+1,365——$226.9K—2026-10-16
Bryant Woods Investment Advisors, LLC
INCREASED1,3601,336+24+2%$219.6K$226.2K+$6.6K2026-10-26
Connecticut Wealth Management, LLC
INCREASED1,3571,353+4+0%$222.3K$225.7K+$3.3K2026-10-13
Anson Capital, Inc.
UNCHANGED1,3571,35700%$222.9K$225.6K+$2.7K2026-10-23
Xena Financial Planning, LLC
UNCHANGED1,3551,35500%$222.6K$225.3K+$2.7K2026-10-13
Meritas Wealth Management, LLC
UNCHANGED1,3451,34500%$220.9K$223.6K+$2.7K2026-10-14
Sepio Capital, LP
UNCHANGED1,3451,34500%$220.9K$223.6K+$2.7K2026-10-22
Valtinson Bruner Financial Planning LLC
UNCHANGED1,3411,34100%$220.3K$223.0K+$2.7K2026-11-02
Total Wealth Planning & Management, Inc.
INCREASED1,3401,261+79+6%$207.1K$222.8K+$15.6K2026-10-23
Ti-Trust, Inc
UNCHANGED1,3381,33800%$219.8K$222.5K+$2.7K2026-10-21
Inspirion Wealth Advisors, LLC
UNCHANGED1,3251,32500%$217.3K$220.3K+$3.0K2026-10-09
Independence Bank of Kentucky
DECREASED1,3211,331-10-1%$218.6K$219.7K+$1.0K2026-10-26
Scott Capital Advisors, LLC
NEW1,315—+1,315——$222.6K—2026-10-13
Alliance Wealth Advisors, LLC
INCREASED1,3121,287+25+2%$211.4K$218.2K+$6.7K2026-10-14
Richwood Investment Advisors, LLC
DECREASED1,3061,366-60-4%$224.4K$217.2K-$7.2K2026-10-30
Winebrenner Capital Management LLC
UNCHANGED1,3041,30400%$214.2K$216.8K+$2.6K2026-10-07
Quest 10 Wealth Builders, Inc.
DECREASED1,3011,356-55-4%$222.8K$216.3K-$6.4K2026-11-02
Ipswich Investment Management Co., Inc.
UNCHANGED1,3001,30000%$213.6K$216.2K+$2.6K2026-10-13
Affinity Capital Advisors, LLC
UNCHANGED1,2991,29900%$214.4K$220.4K+$6.0K2026-10-13
Burney Co/
DECREASED1,2961,406-110-8%$231.0K$215.5K-$15.5K2026-10-15
New England Private Wealth Advisors LLC
UNCHANGED1,2931,29300%$209.4K$215.0K+$5.5K2026-10-19
David J Yvars Group
INCREASED1,2911,248+43+3%$205.0K$214.7K+$9.7K2026-10-09
McCarley & Cook Financial Planners
DECREASED1,2841,330-46-3%$218.5K$213.5K-$5.0K2026-10-21
Trademark Financial Management, LLC
INCREASED1,2841,257+27+2%$206.5K$213.5K+$7.0K2026-10-23
FC Advisory LLC
INCREASED1,2841,281+3+0%$210.4K$213.6K+$3.1K2026-10-05
Advisor Resource Council
NEW1,282—+1,282——$216.8K—2026-11-05
Burk Holdings LLC
DECREASED1,2822,382-1,100-46%$391.3K$213.2K-$178.1K2026-11-05
KCM Investment Advisors LLC
UNCHANGED1,2781,27800%$209.9K$212.5K+$2.6K2026-10-27
Adirondack Trust Co
DECREASED1,2741,312-38-3%$215.5K$211.8K-$3.7K2026-10-14
Leading Edge Financial Planning LLC
DECREASED1,2717,779-6,508-84%$1.3M$211.3K-$1.1M2026-10-23
Platform Technology Partners
UNCHANGED1,2671,26700%$208.1K$210.7K+$2.5K2026-11-02
Cobblestone Asset Management LLC
NEW1,263—+1,263——$210.1K—2026-10-13
LEE Danner & Bass Inc
UNCHANGED1,2511,25100%$205.5K$208.0K+$2.5K2026-10-27
WealthPLAN Partners, LLC
UNCHANGED1,2411,24100%$203.9K$206.4K+$2.5K2026-10-15
Uptick Partners, LLC
NEW1,229—+1,229——$204.3K—2026-11-04
Balboa Wealth Partners
DECREASED1,2291,258-29-2%$206.7K$204.4K-$2.3K2026-10-20
Cohalo Advisory LLC
UNCHANGED1,2191,21900%$200.4K$202.9K+$2.5K2026-10-28
United Community Bank
UNCHANGED1,2141,21400%$199.4K$201.9K+$2.4K2026-10-28
Sage Private Wealth Group, LLC
NEW1,211—+1,211——$201.3K—2026-10-21
Firestone Capital Management
DECREASED1,2081,223-15-1%$200.9K$200.9K-$362026-11-03
Obsidian CIO, LLC
NEW1,206—+1,206——$200.5K—2026-11-05
TrueWealth Advisors, LLC
DECREASED1,2061,266-60-5%$208.0K$200.6K-$7.4K2026-10-09
JIM Saulnier & Associates, LLC
NEW1,205—+1,205——$200.4K—2026-11-04
Silver Lake Advisory, LLC
DECREASED1,2031,300-97-7%$213.6K$200.1K-$13.5K2026-10-22
West Financial Advisors, LLC
UNCHANGED1,1751,17500%$193.0K$195.4K+$2.4K2026-10-22
Pittenger & Anderson Inc
UNCHANGED1,0991,09900%$180.5K$182.7K+$2.2K2026-11-02
Rossby Financial, LCC
INCREASED1,084756+328+43%$124.2K$180.2K+$56.1K2026-11-05
Financial Perspectives, Inc
INCREASED1,0631,061+2+0%$174.3K$176.7K+$2.4K2026-11-03
Mill Capital Management, LLC
UNCHANGED1,0341,03400%$169.9K$171.9K+$2.1K2026-10-26
Ashurst Perkins Coie Trust Co
UNCHANGED1,0201,02000%$167.6K$169.6K+$2.1K2026-10-15
3Chopt Investment Partners, LLC
UNCHANGED1,0001,00000%$164.3K$166.3K+$2.0K2026-10-30
Pacific Center for Financial Services
UNCHANGED98598500%$161.8K$163.8K+$2.0K2026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED98298200%$161.3K$163.3K+$2.0K2026-10-20
Register Financial Advisors LLC
INCREASED981979+2+0%$160.7K$163.2K+$2.4K2026-10-23
Balance Wealth Partners LLC
NEW856—+856——$142.3K—2026-10-27
Nvwm, LLC
UNCHANGED83183100%$136.5K$138.2K+$1.7K2026-10-14
Your Advocates Ltd., LLP
UNCHANGED72772700%$119.4K$120.9K+$1.5K2026-11-03
Foster Dykema Cabot & Partners, LLC
INCREASED722721+1+0%$118.5K$120.1K+$1.6K2026-10-30
Holos Integrated Wealth LLC
UNCHANGED70970900%$116.4K$118.2K+$1.8K2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED70870800%$116.2K$117.7K+$1.4K2026-10-09
Chapman Financial Group, LLC
UNCHANGED68368300%$112.2K$113.6K+$1.4K2026-10-26
Duncker Streett & Co Inc
DECREASED671717-46-6%$117.8K$111.6K-$6.2K2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED66730+637+2123%$5$111.0K+$111.0K2026-11-04
First Premier Bank
DECREASED656686-30-4%$113$109-$42026-10-13
Triumph Capital Management
INCREASED651601+50+8%$98.7K$108.3K+$9.6K2026-10-14
Redwood Park Advisors LLC
INCREASED636586+50+9%$96.3K$105.7K+$9.4K2026-11-02
Financial Network Wealth Advisors LLC
INCREASED634574+60+10%$94.3K$105.4K+$11.1K2026-10-28
Townsend Asset Management Corp
UNCHANGED62762700%$103.0K$104.3K+$1.3K2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED60660600%$99.5K$100.7K+$1.2K2026-10-28
Nfsg Corp
INCREASED587518+69+13%$85.1K$97.5K+$12.4K2026-10-15
StrongBox Wealth, LLC
DECREASED580598-18-3%$98.2K$96.4K-$1.8K2026-11-02
Hurley Capital, LLC
UNCHANGED58058000%$95.3K$96.6K+$1.2K2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED57657600%$94.6K$95.8K+$1.2K2026-10-22
Trust Co of Vermont
INCREASED572518+54+10%$85.1K$95.1K+$10.0K2026-10-21
Pacifica Partners Inc.
UNCHANGED55155100%$90.2K$91.8K+$1.6K2026-10-09
LFA - Lugano Financial Advisors SA
UNCHANGED49749700%$81.6K$82.6K+$9992026-11-03
Bay Harbor Wealth Management, LLC
UNCHANGED48848800%$80.2K$81.1K+$9812026-11-03
Sima Wealth Partners, LLC
UNCHANGED47347300%$77.7K$78.7K+$9512026-10-19
Fairman Group, LLC
UNCHANGED44944900%$73.8K$74.7K+$9032026-10-26
Breakwater Investment Management
UNCHANGED44244200%$72.6K$73.5K+$8882026-10-20
Ascentis Wealth Management, LLC
DECREASED421481-60-12%$79.0K$70.0K-$9.0K2026-11-03
Main Street Group, LTD
UNCHANGED41741700%$68.4K$69.3K+$8382026-10-28
Daytona Street Capital LLC
UNCHANGED40040000%$66.2K$67.5K+$1.4K2026-10-15
GoalVest Advisory LLC
UNCHANGED39039000%$64.1K$64.8K+$7842026-10-02
Jacobi Capital Management LLC
NEW387—+387——$64.3K—2026-11-05
Key Capital Management, Inc
UNCHANGED38738700%$63.6K$64.4K+$7782026-11-03
United Financial Planning Group LLC
UNCHANGED38738700%$63.6K$64.3K+$7782026-11-04
SJS Investment Consulting Inc.
UNCHANGED37837800%$62.1K$62.9K+$7592026-10-26
Eastern Bank
DECREASED373605-232-38%$99.4K$62.0K-$37.4K2026-10-05
Valley National Advisers Inc
UNCHANGED37037000%$60.8K$61.5K+$7442026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED3561,729-1,373-79%$284.0K$59.2K-$224.8K2026-10-23
Activest Wealth Management
UNCHANGED35535500%$58.3K$59.0K+$7132026-10-15
Capital Investment Counsel, Inc
UNCHANGED34234200%$56.2K$56.9K+$6882026-10-20
First Pacific Financial
INCREASED302301+1+0%$49.4K$50.2K+$7412026-10-14
Pflug Koory, LLC
INCREASED297296+1+0%$48.7K$49.4K+$7302026-10-26
Wilkerson Advisory Group LLC
INCREASED291290+1+0%$47.7K$48.3K+$5942026-10-20
High Note Wealth, LLC
UNCHANGED28328300%$46.5K$47.1K+$5692026-10-27
Concord Wealth Partners
DECREASED281300-19-6%$49.3K$46.7K-$2.6K2026-11-02
Robbins Farley
DECREASED269275-6-2%$45.2K$44.7K-$4452026-10-21
Kimelman & Baird, LLC
UNCHANGED26926900%$44.2K$44.7K+$5412026-11-03
Cape Investment Advisory, Inc.
DECREASED262335-73-22%$55.0K$43.6K-$11.4K2026-10-13
Jnba Financial Advisors
NEW257—+257——$42.7K—2026-11-03
Blueline Advisors LLC
INCREASED252228+24+11%$37.5K$41.9K+$4.4K2026-10-15
MTM Investment Management, LLC
UNCHANGED23923900%$39.3K$39.7K+$4802026-10-30
Trust Co
UNCHANGED23123100%$37.9K$38.4K+$4652026-10-09
Hilltop National Bank
UNCHANGED22322300%$36.6K$37.1K+$4482026-10-14
Godsey & Gibb, Inc
INCREASED213180+33+18%$29.6K$35.4K+$5.8K2026-10-14
Essential Investment Partners LLC
NEW212—+212——$35.2K—2026-10-27
First Command Advisory Services, Inc.
UNCHANGED21221200%$34.8K$35.3K+$4262026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED21021000%$34.5K$34.9K+$4222026-10-30
Mcdonald Partners LLC
UNCHANGED20820800%$34.2K$34.6K+$4182026-11-03
Rydar Equities, Inc.
NEW200—+200——$33.9K—2026-10-13
Noble Wealth Management PBC
DECREASED200227-27-12%$37.3K$33.3K-$4.0K2026-10-01
PFS Partners, LLC
UNCHANGED19319300%$31.7K$32.2K+$4752026-10-21
Fortitude Family Office, LLC
UNCHANGED18718700%$30.7K$31.1K+$4582026-10-14
Kingdom Financial Group Llc.
UNCHANGED18718700%$30.7K$31.1K+$3762026-11-04
Essential Partners LLC
UNCHANGED18618600%$30.6K$30.9K+$3742026-10-14
Wealth Analytics Partners, LLC
NEW182—+182——$30.3K—2026-10-19
Wilmington Savings Fund Society, FSB
INCREASED17247+125+266%$7.7K$28.6K+$20.9K2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED17217200%$28.3K$28.6K+$3462026-10-23
Princeton Global Asset Management LLC
UNCHANGED17217200%$28.2K$28.6K+$4232026-10-21
GGM Financial LLC
INCREASED163134+29+22%$22.1K$27.1K+$5.0K2026-11-05
Valued Wealth Advisors LLC
UNCHANGED16216200%$26.6K$26.9K+$3262026-11-05
MB, Levis & Associates, LLC
UNCHANGED15315300%$25.1K$25.5K+$3772026-10-16
NBH Bank
UNCHANGED15115100%$24.8K$25.1K+$3032026-11-05
Davis Capital Management
UNCHANGED14514500%$23.9K$24.2K+$2922026-10-08
Team Financial Group, LLC
NEW141—+141——$23.5K—2026-10-30
First Financial Corp
UNCHANGED14014000%$23.0K$23.3K+$2812026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED13813800%$22.7K$22.9K+$2782026-10-16
Quaker Wealth Management, LLC
UNCHANGED12912900%$21.2K$21.5K+$2602026-10-22
Markowski Investments
UNCHANGED11611600%$19.1K$19.3K+$2332026-10-30
City State Bank
UNCHANGED11211200%$18.4K$18.6K+$2252026-10-20
Versant Capital Management, Inc
UNCHANGED11111100%$18.2K$18.5K+$2232026-10-02
Global Trust Asset Management, LLC
INCREASED11095+15+16%$15.6K$18.3K+$2.7K2026-10-19
Advantage Trust Co
UNCHANGED10810800%$17.7K$18.0K+$2172026-10-19
Mosley Wealth Management
INCREASED9392+1+1%$15.2K$15.6K+$3872026-10-16
Planning Strategies Inc.
NEW85—+85——$14.1K—2026-10-02
Security National Bank
NEW82—+82——$13.6K—2026-10-26
Creative Capital Management Investments LLC
UNCHANGED828200%$13.5K$13.6K+$1652026-10-28
MV Capital Management, Inc.
UNCHANGED818100%$13.3K$13.5K+$1632026-10-29
Flagship Wealth Advisors, LLC
UNCHANGED777700%$12.6K$12.8K+$1552026-11-03
Evolution Wealth Management Inc.
UNCHANGED767600%$12.5K$12.6K+$1522026-10-28
Mascoma Wealth Management LLC
UNCHANGED747400%$12.2K$12.3K+$1492026-10-23
Country Trust Bank
INCREASED7025+45+180%$4.1K$11.6K+$7.5K2026-10-30
Realta Investment Advisors
DECREASED69159-90-57%$26.1K$11.5K-$14.6K2026-10-14
Roxbury Financial LLC
UNCHANGED555500%$9.1K$9.2K+$1162026-10-01
American Capital Advisory, LLC
UNCHANGED545400%$8.9K$9.0K+$1092026-10-28
POM Investment Strategies, LLC
NEW50—+50——$8.3K—2026-10-20
Woodard & Co Asset Management Group Inc
UNCHANGED444400%$7.2K$7.3K+$1072026-11-03
Networth Advisors, LLC
DECREASED42187-145-78%$30.8K$7.0K-$23.8K2026-11-03
Polaris Financial Partners
NEW41—+41——$7—2026-10-02
Montgomery Financial Services LLC
NEW40—+40——$6.7K—2026-11-03
DecisionPoint Financial, LLC
UNCHANGED333300%$5.4K$5.5K+$882026-10-27
Bell Investment Advisors, Inc
UNCHANGED313100%$5.1K$5.2K+$622026-10-29
Olistico Wealth, LLC
UNCHANGED222200%$3.6K$3.7K+$442026-10-05
Evermay Wealth Management LLC
UNCHANGED191900%$3.1K$3.2K+$382026-11-05
Horizons Wealth Management
NEW18—+18——$3.0K—2026-10-05
West Paces Advisors Inc.
UNCHANGED181800%$3.0K$3.0K+$362026-10-13
Compass Financial Management LLC
UNCHANGED131300%$2.1K$2.1K+$312026-10-30
Wagner Wealth Management, LLC
DECREASED1132-21-66%$5.3K$1.8K-$3.4K2026-10-21
DT Investment Partners, LLC
NEW10—+10——$1.7K—2026-10-27
Carolina Wealth Advisors, LLC
UNCHANGED101000%$1.6K$1.7K+$202026-10-23
Three Bridge Wealth Advisors, LLC
NEW2—+2——$333—2026-11-05
Financial Management Professionals, Inc.
NEW2—+2——$333—2026-10-23
Lodestone Wealth Management LLC
UNCHANGED2200%$329$333+$42026-10-14
Lloyd Advisory Services, Llc.
UNCHANGED1100%$91$92+$12026-11-02
Jefferies Financial Group Inc.
CLOSED024,017-24,017-100%$3.9M$0-$3.9M2026-11-05
TBH Global Asset Management, LLC
CLOSED011,354-11,354-100%$1.9M$0-$1.9M2026-11-03
Zega Investments, LLC
CLOSED010,988-10,988-100%$1.8M$0-$1.8M2026-11-04
DMC Group, LLC
CLOSED06,706-6,706-100%$1.1M$0-$1.1M2026-10-26
KPP Advisory Services LLC
CLOSED05,079-5,079-100%$834.3K$0-$834.3K2026-10-26
Parcion Private Wealth LLC
CLOSED02,308-2,308-100%$379.1K$0-$379.1K2026-10-28
SwitchPoint Financial Planning, LLC
CLOSED02,250-2,250-100%$369.6K$0-$369.6K2026-11-02
Lifestyle Asset Management, Inc.
CLOSED02,015-2,015-100%$331.0K$0-$331.0K2026-10-20
Clear Wave Wealth Management LLC
CLOSED01,741-1,741-100%$286.0K$0-$286.0K2026-11-04
Sterling Investment Counsel, LLC
CLOSED01,586-1,586-100%$260.5K$0-$260.5K2026-10-19
Commerce Advisors, LLC
CLOSED01,315-1,315-100%$216.0K$0-$216.0K2026-10-19
Park National Corp
CLOSED01,250-1,250-100%$205.3K$0-$205.3K2026-10-05
Wiser Wealth Management, Inc
CLOSED01,240-1,240-100%$203.7K$0-$203.7K2026-10-14
Cornerstone Wealth, LLC
CLOSED01,213-1,213-100%$200.8K$0-$200.8K2026-10-28
Decker Retirement Planning Inc.
CLOSED0959-959-100%$157.5K$0-$157.5K2026-10-19
Simplex Trading, LLC
CLOSED0700-700-100%$115.0K$0-$115.0K2026-11-04
Signature Equity Partners, LLC
CLOSED0637-637-100%$104.7K$0-$104.7K2026-10-29
Richardson Financial Services Inc.
CLOSED0296-296-100%$48.6K$0-$48.6K2026-10-30
MCF Advisors LLC
CLOSED0192-192-100%$31.5K$0-$31.5K2026-10-28
Cornerstone Planning Group LLC
CLOSED0185-185-100%$30.4K$0-$30.4K2026-10-16
Vermillion Wealth Management, Inc.
CLOSED0172-172-100%$28.2K$0-$28.2K2026-10-26
Robinswood Financial LLC
CLOSED0141-141-100%$23.3K$0-$23.3K2026-10-20
Ulland Investment Advisors, LLC
CLOSED085-85-100%$14$0-$142026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED048-48-100%$7.9K$0-$7.9K2026-10-14
Sims Investment Management, LLC
CLOSED046-46-100%$7.6K$0-$7.6K2026-10-13
Ball & Co Wealth Management Inc.
CLOSED019-19-100%$3$0-$32026-11-05
Founders Capital Management
CLOSED05-5-100%$885$0-$8852026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$337.5K$416.3K+$78.8K2026-10-29
BlackRock, Inc.
N/A—85,943,202-85,943,202-100%$14.1B———
Wells Fargo & Company
N/A—66,599,281-66,599,281-100%$10.9B———
Wealthfront Advisers LLC
N/A—14,987,349-14,987,349-100%$2.5B———
Alliancebernstein L.P.
N/A—11,218,914-11,218,914-100%$1.6B———
Betterment LLC
N/A—10,338,360-10,338,360-100%$1.7B———
Morgan Stanley
N/A—10,164,560-10,164,560-100%$1.7B———
Focus Partners Wealth
N/A—8,536,010-8,536,010-100%$1.4B———
Bank of America Corp
N/A—6,547,081-6,547,081-100%$1.1B———
LPL Financial LLC
N/A—6,546,183-6,546,183-100%$1.1B———
Focus Partners Advisor Solutions, LLC
N/A—5,859,022-5,859,022-100%$962.4M———
Allstate Corp
N/A—5,279,976-5,279,976-100%$867.3M———
Envestnet Asset Management Inc
N/A—4,177,729-4,177,729-100%$686.3M———
Ballentine Partners, LLC
N/A—3,149,753-3,149,753-100%$517.4M———
AlTi Global, Inc.
N/A—2,992,236-2,992,236-100%$491.5M———
Norinchukin Bank, The
N/A—2,246,560-2,246,560-100%$369.0M———
Ameriprise Financial Inc
N/A—2,123,118-2,123,118-100%$348.8M———
Raymond James Financial Inc
N/A—2,009,020-2,009,020-100%$330.0M———
Jones Financial Companies Lllp
N/A—1,879,380-1,879,380-100%$302.3M———
Cerity Partners LLC
N/A—1,838,405-1,838,405-100%$302.0M———
Allworth Financial LP
N/A—1,835,875-1,835,875-100%$301.6M———
JPMorgan Chase & Co
N/A—1,787,944-1,787,944-100%$291.6M———
Stifel Financial Corp
N/A—1,741,348-1,741,348-100%$286.1M———
Osaic Holdings, Inc.
N/A—1,555,858-1,555,858-100%$255.6M———
Captrust Financial Advisors
N/A—1,490,952-1,490,952-100%$244.9M———
TD Capital Management LLC
N/A—1,275,016-1,275,016-100%$209.4M———
Zhang Financial LLC
N/A—1,246,429-1,246,429-100%$204.8M———
Royal Bank of Canada
N/A—1,141,681-1,141,681-100%$187.5M———
Disciplina Capital Management LLC
N/A—1,140,744-1,140,744-100%$187.4M———
FMR LLC
N/A—1,091,601-1,091,601-100%$179.3M———
Mariner, LLC
N/A—1,053,377-1,053,377-100%$172.9M———
Stratos Investment Management, LLC
N/A—1,047,978-1,047,978-100%$172.2M———
Wick Capital Partners, LLC
N/A—1,036,086-1,036,086-100%$170.2M———
Claar Advisors LLC
N/A—993,607-993,607-100%$163.2M———
UBS Group AG
N/A—971,745-971,745-100%$159.6M———
HighTower Advisors, LLC
N/A—962,318-962,318-100%$158.1M———
Mercer Global Advisors Inc
N/A—843,347-843,347-100%$138.5M———
Cetera Investment Advisers
N/A—822,853-822,853-100%$135.2M———
Geneos Wealth Management Inc.
N/A—703,221-703,221-100%$115.5M———
Jaffetilchin Investment Partners, LLC
N/A—676,533-676,533-100%$111.1M———
Rock Creek Group LLC
N/A—676,034-676,034-100%$111.1M———
Cresset Asset Management, LLC
N/A—570,739-570,739-100%$93.8M———
Blair William & Co
N/A—556,582-556,582-100%$91.4M———
Rockefeller Capital Management L.P.
N/A—546,556-546,556-100%$89.8M———
AQR Capital Management LLC
N/A—527,922-527,922-100%$86.7M———
Orion Porfolio Solutions, LLC
N/A—527,349-527,349-100%$86.6M———
Wealthspire Advisors, LLC
N/A—515,328-515,328-100%$84.7M———
Aviso Financial Inc.
N/A—511,817-511,817-100%$84.1M———
Ancora Advisors LLCA
N/A—501,601-501,601-100%$82.4M———
MML Investors Services, LLC
N/A—500,031-500,031-100%$82.1M———
Northwestern Mutual Wealth Management Co
N/A—444,613-444,613-100%$73.0M———
Partners Capital Investment Group, LLP
N/A—421,882-421,882-100%$69.3M———
Elm Partners Management LLC
N/A—406,864-406,864-100%$66.8M———
Steffes Financial, Ltd.
N/A—402,246-402,246-100%$66.1M———
Private Advisor Group, LLC
N/A—395,834-395,834-100%$65.0M———
Tulsa Wealth Advisors, Inc
N/A—386,317-386,317-100%$63.5M———
&partners
N/A—382,673-382,673-100%$63.0M———
Clark Capital Management Group, Inc.
N/A—372,906-372,906-100%$61.3M———
HighPoint Advisor Group LLC
N/A—352,706-352,706-100%$57.9M———
Empowered Funds, LLC
N/A—352,671-352,671-100%$57.9M———
Savant Capital, LLC
N/A—339,693-339,693-100%$55.8M———
Beacon Pointe Advisors, LLC
N/A—337,983-337,983-100%$55.5M———
Nicolet Bankshares Inc
N/A—331,608-331,608-100%$54.7M———
Eldridge Investment Advisors, Inc.
N/A—330,853-330,853-100%$54.3M———
Quantinno Capital Management LP
N/A—328,772-328,772-100%$54.0M———
Pure Financial Advisors, LLC
N/A—328,641-328,641-100%$54.0M———
Adventist Health System/ West
N/A—321,151-321,151-100%$52.8M———
Nomura Asset Management International Inc.
N/A—313,157-313,157-100%$51.4M———
Capital Analysts, LLC
N/A—288,546-288,546-100%$47.4M———
Truepoint, Inc.
N/A—283,208-283,208-100%$46.5M———
Goldman Sachs Group Inc
N/A—275,746-275,746-100%$45.3M———
Tolleson Wealth Management, Inc.
N/A—267,378-267,378-100%$43.9M———
Caprock Group, LLC
N/A—264,396-264,396-100%$43.4M———
Arax Advisory Partners
N/A—258,065-258,065-100%$42.4M———
Reliant Wealth Planning
N/A—249,115-249,115-100%$40.9M———
Advisory Services Network, LLC
N/A—246,114-246,114-100%$40.4M———
Heritage Wealth Advisors
N/A—244,091-244,091-100%$40.1M———
NewEdge Advisors, LLC
N/A—238,148-238,148-100%$39.1M———
Tower Research Capital LLC (TRC)
N/A—230,476-230,476-100%$37.9M———
Integrated Wealth Concepts LLC
N/A—228,769-228,769-100%$37.6M———
Valmark Advisers, Inc.
N/A—223,801-223,801-100%$36.8M———
Alaska Permanent Capital Management, LLC
N/A—223,048-223,048-100%$36.7M———
Capstone Financial Advisors, Inc.
N/A—221,301-221,301-100%$36.4M———
Composition Wealth, LLC
N/A—220,690-220,690-100%$36.3M———
Bcgm Wealth Management, LLC
N/A—220,096-220,096-100%$36.2M———
CIBC World Market Inc.
N/A—216,626-216,626-100%$35.6M———
Thoroughbred Financial Services, LLC
N/A—209,613-209,613-100%$19.8K———
Trevian Wealth Management LLC
N/A—207,432-207,432-100%$34.1M———
Vident Advisory, LLC
N/A—206,899-206,899-100%$34.0M———
Great Valley Advisor Group, Inc.
N/A—206,629-206,629-100%$33.9M———
E-Wealth Partners, LLC
N/A—205,972-205,972-100%$33.8M———
Janney Montgomery Scott LLC
N/A—203,659-203,659-100%$33.5M———
Equitable Holdings, Inc.
N/A—198,271-198,271-100%$32.6M———
Summit Financial, LLC
N/A—190,400-190,400-100%$31.3M———
Nwam LLC
N/A—189,972-189,972-100%$31.2M———
Northern Trust Corp
N/A—184,178-184,178-100%$30.3M———
Gotham Asset Management, LLC
N/A—181,400-181,400-100%$29.8M———
Twin Focus Capital Partners, LLC
N/A—181,344-181,344-100%$29.8M———
Rehmann Capital Advisory Group
N/A—170,453-170,453-100%$28.0M———
Legacy Financial Advisors, Inc.
N/A—164,319-164,319-100%$27.0M———
United Capital Financial Advisors, LLC
N/A—161,306-161,306-100%$26.5M———
Baird Financial Group, Inc.
N/A—157,334-157,334-100%$25.8M———
Astoria Strategic Wealth, Inc.
N/A—156,723-156,723-100%$25.7M———
Principal Securities, Inc.
N/A—154,124-154,124-100%$25.3M———
Callan Family Office, LLC
N/A—152,649-152,649-100%$25.1M———
Sequoia Financial Advisors, LLC
N/A—152,622-152,622-100%$25.1M———
OneDigital Investment Advisors LLC
N/A—151,209-151,209-100%$24.8M———
EP Wealth Advisors, LLC
N/A—149,297-149,297-100%$24.5M———
MAI Capital Management
N/A—147,454-147,454-100%$24.2M———
KM Capital Management Ltd.
N/A—136,877-136,877-100%$22.5M———
Finhabits Advisors LLC
N/A—132,959-132,959-100%$21.8M———
Essex Financial Services, Inc.
N/A—131,764-131,764-100%$21.6M———
Steward Partners Investment Advisory, LLC
N/A—129,243-129,243-100%$21.2M———
Flow Traders U.S. LLC
N/A—126,844-126,844-100%$20.8M———
Wealthspire Retirement, LLC
N/A—124,243-124,243-100%$20.6M———
Modern Wealth Management, LLC
N/A—123,740-123,740-100%$20.3M———
Tortoise Investment Management, LLC
N/A—116,376-116,376-100%$19.1M———
BBR Partners, LLC
N/A—115,418-115,418-100%$19.0M———
Oakwell Private Wealth Management, LLC
N/A—114,053-114,053-100%$18.7M———
Stokes Family Office, LLC
N/A—111,512-111,512-100%$18.3M———
Waverly Advisors, LLC
N/A—108,727-108,727-100%$17.9M———
Smithfield Trust Co
N/A—103,167-103,167-100%$16.9M———
Baron Silver Stevens Financial Advisors, LLC
N/A—103,101-103,101-100%$16.9M———
Jane Street Group, LLC
N/A—102,378-102,378-100%$16.8M———
Empower Advisory Group, LLC
N/A—101,566-101,566-100%$16.7M———
Merit Financial Group, LLC
N/A—101,296-101,296-100%$16.6M———
Family Manage LLC
N/A—100,950-100,950-100%$16.6M———
Aptus Capital Advisors, LLC
N/A—100,797-100,797-100%$16.6M———
Arkadios Wealth Advisors
N/A—93,927-93,927-100%$15.4M———
HBE Wealth Management, LLC
N/A—91,194-91,194-100%$15.0M———
Solano Wealth Investment Advisors LLC
N/A—90,727-90,727-100%$14.9M———
King Wealth Management Group
N/A—90,142-90,142-100%$14.8M———
Pathstone Holdings, LLC
N/A—88,518-88,518-100%$14.5M———
Sanctuary Advisors, LLC
N/A—88,469-88,469-100%$14.5M———
Stratos Wealth Partners, Ltd.
N/A—87,776-87,776-100%$14.4M———
CreativeOne Wealth, LLC
N/A—86,749-86,749-100%$14.3M———
Guardian Wealth Advisors, LLC / NC
N/A—84,901-84,901-100%$13.9M———
First Foundation Advisors
N/A—83,334-83,334-100%$13.7M———
Argent Trust Co
N/A—82,662-82,662-100%$13.6M———
Bank of Montreal
N/A—81,992-81,992-100%$13.5M———
Private Wealth Asset Management, LLC
N/A—81,863-81,863-100%$13.4M———
Vestmark Advisory Solutions, Inc.
N/A—81,496-81,496-100%$13.4M———
Satovsky Asset Management LLC
N/A—79,969-79,969-100%$13.1M———
Kingsview Wealth Management, LLC
N/A—79,009-79,009-100%$13.0M———
Freestone Capital Holdings, LLC
N/A—78,387-78,387-100%$12.9M———
Clearstead Advisors, LLC
N/A—77,979-77,979-100%$12.8M———
O'shaughnessy Asset Management, LLC
N/A—74,682-74,682-100%$12.3M———
Rollins Financial Advisors, LLC
N/A—72,860-72,860-100%$12.0M———
Jackson Thornton Wealth Management, LLC
N/A—70,798-70,798-100%$11.6M———
Kovack Advisors, Inc.
N/A—70,549-70,549-100%$11.6M———
Roble, Belko & Company, Inc
N/A—68,347-68,347-100%$11.2M———
PFG Investments, LLC
N/A—66,889-66,889-100%$11.0M———
Global Retirement Partners, LLC
N/A—66,676-66,676-100%$11.0M———
Claris Advisors, LLC / MO /
N/A—65,425-65,425-100%$10.7M———
Element Wealth, LLC
N/A—64,086-64,086-100%$10.5M———
Western Wealth Management, LLC
N/A—63,776-63,776-100%$10.5M———
Magnolia Capital Advisors LLC
N/A—63,504-63,504-100%$10.4M———
PNC Financial Services Group, Inc.
N/A—62,046-62,046-100%$10.2M———
Natixis Advisors, LLC
N/A—59,158-59,158-100%$9.7M———
Pitcairn Wealth Advisors LLC
N/A—56,971-56,971-100%$9.4M———
Cadia Private Client LLC
N/A—56,729-56,729-100%$9.3M———
Hardy Reed LLC
N/A—55,978-55,978-100%$9.2M———
Tradewinds, Llc.
N/A—54,209-54,209-100%$459.2K———
Summit Trail Advisors, LLC
N/A—52,488-52,488-100%$8.6M———
Yukon Wealth Management, Inc.
N/A—52,024-52,024-100%$8.5M———
Summit Wealth Partners, LLC
N/A—51,224-51,224-100%$8.4M———
IEQ Capital, LLC
N/A—50,933-50,933-100%$8.4M———
Hollencrest Capital Management
N/A—50,651-50,651-100%$8.3M———
National Philanthropic Trust
N/A—50,548-50,548-100%$8.3M———
Mosaic Advisors LLC
N/A—50,527-50,527-100%$8.3M———
Investment Advisory Group, LLC
N/A—49,620-49,620-100%$8.2M———
HBK Sorce Advisory LLC
N/A—47,739-47,739-100%$8.0M———
Grand Wealth Management, LLC
N/A—47,695-47,695-100%$7.8M———
Foundations Investment Advisors, LLC
N/A—47,413-47,413-100%$7.8M———
Pennington Partners & Co., LLC
N/A—47,268-47,268-100%$7.8M———
Aegis Wealth Management LLC
N/A—47,167-47,167-100%$7.7M———
Envestnet Portfolio Solutions, Inc.
N/A—46,781-46,781-100%$7.7M———
Renaissance Technologies LLC
N/A—45,800-45,800-100%$7.5M———
Franklin Resources Inc
N/A—44,950-44,950-100%$7.4M———
Snowden Capital Advisors LLC
N/A—44,214-44,214-100%$7.3M———
Retirement Capital Strategies
N/A—42,945-42,945-100%$7.1M———
Johnson Investment Counsel Inc
N/A—42,796-42,796-100%$7.0M———
Dopkins Wealth Management, LLC
N/A—42,296-42,296-100%$6.9M———
FAS Wealth Partners, Inc.
N/A—40,834-40,834-100%$6.7M———
Libra Wealth LLC
N/A—40,657-40,657-100%$6.7M———
BlackDiamond Wealth Management, LLC
N/A—40,429-40,429-100%$6.9M———
Texas Capital Bank Wealth Management Services Inc
N/A—39,632-39,632-100%$6.5M———
Flputnam Investment Management Co
N/A—39,553-39,553-100%$6.5M———
GeoWealth Management, LLC
N/A—39,552-39,552-100%$6.5M———
Dakota Wealth Management
N/A—39,039-39,039-100%$6.4M———
Wealth Management Associates, Inc.
N/A—38,772-38,772-100%$6.4M———
Harbour Investments, Inc.
N/A—38,226-38,226-100%$6.3M———
Glen Eagle Advisors, LLC
N/A—38,217-38,217-100%$6.3M———
Prasad Wealth Partners, LLC
N/A—37,896-37,896-100%$6.2M———
GWN Securities Inc.
N/A—36,822-36,822-100%$6.0M———
MA Private Wealth
N/A—36,250-36,250-100%$6.0M———
Keystone Financial Group
N/A—35,806-35,806-100%$5.9M———
Bleakley Financial Group, LLC
N/A—35,663-35,663-100%$5.9M———
IHT Wealth Management, LLC
N/A—34,397-34,397-100%$5.7M———
Bank of Hawaii
N/A—33,997-33,997-100%$5.6M———
MorganRosel Wealth Management, LLC
N/A—33,616-33,616-100%$5.5M———
Fairview Capital Investment Management, LLC
N/A—33,290-33,290-100%$5.5M———
Moneta Group Investment Advisors LLC
N/A—33,237-33,237-100%$5.5M———
World Investment Advisors
N/A—32,951-32,951-100%$5.0M———
UP Strategic Wealth Investment Advisors LLC
N/A—32,902-32,902-100%$5.5M———
NewEdge Wealth, LLC
N/A—32,540-32,540-100%$5.3M———
Allie Family Office LLC
N/A—31,896-31,896-100%$5.2M———
Legacy Financial Group LLC
N/A—30,512-30,512-100%$5.0M———
TFO Wealth Partners, LLC
N/A—30,389-30,389-100%$5.0M———
Dorsey & Whitney Trust Co LLC
N/A—29,926-29,926-100%$4.9M———
Brown Advisory Inc
N/A—29,438-29,438-100%$4.8M———
Symphony Financial Services, Inc.
N/A—29,291-29,291-100%$4.8M———
Formulate Financial LLC
N/A—28,621-28,621-100%$4.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—26,857-26,857-100%$4.4M———
AE Wealth Management LLC
N/A—26,715-26,715-100%$4.4M———
First National Bank & Trust Co of Newtown
N/A—25,789-25,789-100%$4.2M———
Oxford Financial Group, Ltd. LLC
N/A—25,259-25,259-100%$4.1M———
Choate Investment Advisors
N/A—25,243-25,243-100%$4.1M———
Savvy Advisors, Inc.
N/A—25,202-25,202-100%$4.1M———
Alta Wealth Advisors LLC
N/A—25,119-25,119-100%$4.1M———
Nepc LLC
N/A—25,076-25,076-100%$4.1M———
Vanguard Advisers Inc
N/A—24,934-24,934-100%$4.1M———
N.E.W. Advisory Services LLC
N/A—24,859-24,859-100%$4.1M———
Pinnacle Financial Partners, Inc.
N/A—24,557-24,557-100%$4.0M———
Rather & Kittrell, Inc.
N/A—24,280-24,280-100%$4.0M———
SCS Capital Management LLC
N/A—23,595-23,595-100%$3.9M———
Nicholson Meyer Capital Management, Inc.
N/A—23,285-23,285-100%$3.8M———
Carr Financial Group Corp
N/A—22,944-22,944-100%$3.8M———
Gladstone Institutional Advisory LLC
N/A—22,865-22,865-100%$3.8M———
Mayflower Financial Advisors, LLC
N/A—22,796-22,796-100%$3.7M———
Mutual Advisors, LLC
N/A—21,752-21,752-100%$3.6M———
Godfrey Financial Associates, Inc.
N/A—21,663-21,663-100%$3.6M———
M&T Bank Corp
N/A—21,599-21,599-100%$3.5M———
Prosperity Consulting Group, LLC
N/A—21,220-21,220-100%$3.5M———
LaSalle St. Investment Advisors, LLC
N/A—20,860-20,860-100%$3.4M———
Bogart Wealth, LLC
N/A—20,557-20,557-100%$3.4M———
Northwest Bancshares, Inc.
N/A—20,513-20,513-100%$3.4M———
Drucker Wealth 3.0, LLC
N/A—20,477-20,477-100%$3.4M———
Range Advisory, LLC
N/A—20,445-20,445-100%$3.4M———
Curi Capital, LLC
N/A—20,426-20,426-100%$3.4M———
WealthCollab, LLC
N/A—20,076-20,076-100%$3.3M———
Nuveen, LLC
N/A—19,663-19,663-100%$3.2M———
Calton & Associates, Inc.
N/A—19,051-19,051-100%$3.1M———
One Wealth Advisors, LLC
N/A—18,744-18,744-100%$3.1M———
Serenus Wealth Advisors, LLC
N/A—18,136-18,136-100%$3.0M———
Venturi Wealth Management, LLC
N/A—18,129-18,129-100%$3.0M———
Insigneo Advisory Services, LLC
N/A—18,038-18,038-100%$3.0M———
Neuberger Berman Group LLC
N/A—17,945-17,945-100%$2.9M———
Financial Engines Advisors L.L.C.
N/A—17,923-17,923-100%$2.9M———
Cascade Financial Partners, LLC
N/A—17,902-17,902-100%$2.9M———
Keel Point, LLC
N/A—17,621-17,621-100%$2.9M———
Parkwoods Wealth Partners, LLC
N/A—17,613-17,613-100%$2.9M———
Stratos Wealth Advisors, LLC
N/A—17,130-17,130-100%$2.8M———
Cardiff Park Advisors, LLC
N/A—16,763-16,763-100%$2.8M———
Two Sigma Securities, LLC
N/A—16,703-16,703-100%$2.7M———
Pasadena Private Wealth, LLC
N/A—16,409-16,409-100%$2.7M———
Regency Capital Management Inc.\DE
N/A—16,028-16,028-100%$2.6M———
CIBC Bancorp USA Inc.
N/A—15,459-15,459-100%$2.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—15,446-15,446-100%$2.5M———
Operose Advisors LLC
N/A—15,309-15,309-100%$2.5M———
Trivium Point Advisory, LLC
N/A—15,117-15,117-100%$2.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—14,147-14,147-100%$2.3M———
Icon Wealth Advisors, LLC
N/A—14,139-14,139-100%$2.3M———
Hobbs Group Advisors, LLC
N/A—13,483-13,483-100%$2.2M———
Schrum Private Wealth Management LLC
N/A—13,303-13,303-100%$1.8M———
Ameritas Advisory Services, LLC
N/A—13,085-13,085-100%$2.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,043-13,043-100%$2.1M———
Vistica Wealth Advisors, LLC
N/A—12,819-12,819-100%$2.1M———
Cary Street Partners Financial LLC
N/A—12,497-12,497-100%$2.1M———
Walsh & Associates, LLC
N/A—12,074-12,074-100%$2.0M———
Palisade Capital Management, LP
N/A—12,050-12,050-100%$2.0M———
Pioneer Trust Bank N A
N/A—11,750-11,750-100%$1.9M———
Bawa N Mallick Trust
N/A—11,692-11,692-100%$1.9M———
BlueStem Wealth Partners, LLC
N/A—11,435-11,435-100%$1.9M———
Westmount Partners, LLC
N/A—11,350-11,350-100%$1.9M———
Invst, LLC
N/A—10,972-10,972-100%$1.8M———
Aft, Forsyth & Sober, LLC
N/A—10,875-10,875-100%$1.5M———
Tanglewood Legacy Advisors, LLC
N/A—10,632-10,632-100%$1.7M———
Gateway Wealth Partners, LLC
N/A—10,628-10,628-100%$1.7M———
Wellington-Altus USA Inc.
N/A—10,490-10,490-100%$1.5M———
Pinnacle Family Advisors, LLC
N/A—10,482-10,482-100%$1.7M———
Smartleaf Asset Management LLC
N/A—10,398-10,398-100%$1.7M———
NorthRock Partners, LLC
N/A—10,350-10,350-100%$1.7M———
Institute for Wealth Management, Llc.
N/A—10,256-10,256-100%$1.7M———
Sovereign Financial Group, Inc.
N/A—10,085-10,085-100%$1.7M———
Commerce Bank
N/A—10,083-10,083-100%$1.7M———
NorthCoast Asset Management LLC
N/A—10,071-10,071-100%$1.7M———
Silver OAK Securities, Incorporated
N/A—10,032-10,032-100%$1.6M———
Madison Wealth Partners, Inc
N/A—10,028-10,028-100%$1.6M———
Level Four Advisory Services, LLC
N/A—9,814-9,814-100%$1.6M———
FourThought Financial Partners, LLC
N/A—9,796-9,796-100%$1.6M———
Keener Financial Planning LLC
N/A—9,760-9,760-100%$1.6M———
Cahill Financial Advisors Inc
N/A—9,753-9,753-100%$1.6M———
Seaside Wealth Management, Inc.
N/A—9,610-9,610-100%$1.6M———
Meridian Wealth Partners, LLC
N/A—9,531-9,531-100%$1.6M———
Manning & Napier Advisors LLC
N/A—9,521-9,521-100%$1.6M———
Wealth Alliance, LLC
N/A—9,478-9,478-100%$1.6M———
Huntington National Bank
N/A—9,374-9,374-100%$1.5M———
Advisors Capital Management, LLC
N/A—9,374-9,374-100%$1.5M———
Fielder Capital Group LLC
N/A—9,302-9,302-100%$1.5M———
Colter Lewis Investment Partners LLC
N/A—9,284-9,284-100%$1.5M———
Money Concepts Capital Corp
N/A—9,252-9,252-100%$1.5M———
Northstar Financial Companies, Inc.
N/A—9,198-9,198-100%$1.5M———
North Star Asset Management Inc
N/A—9,051-9,051-100%$1.5M———
Earned Wealth Advisors, LLC
N/A—9,045-9,045-100%$1.5M———
Robinhood Asset Management, LLC
N/A—8,971-8,971-100%$1.5M———
Mosaic Family Wealth Partners, LLC
N/A—8,952-8,952-100%$1.5M———
Evernest Financial Advisors, LLC
N/A—8,872-8,872-100%$1.5M———
Mayport, LLC
N/A—8,827-8,827-100%$1.5M———
UBS Asset Management Americas LLC
N/A—8,502-8,502-100%$1.4M———
IFG Advisory, LLC
N/A—8,378-8,378-100%$1.4M———
Invesco Ltd.
N/A—8,366-8,366-100%$1.4M———
Advyzon Investment Management, LLC
N/A—8,185-8,185-100%$1.3M———
Meridian Management Co
N/A—8,100-8,100-100%$1.3M———
First Trust Advisors LP
N/A—8,067-8,067-100%$1.3M———
Southeast Asset Advisors, LLC
N/A—8,059-8,059-100%$1.3M———
SVB Wealth LLC
N/A—7,901-7,901-100%$1.3M———
Russell Investments Group, Ltd.
N/A—7,850-7,850-100%$1.3M———
Fidelis Capital Partners, LLC
N/A—7,842-7,842-100%$1.3M———
Howe & Rusling Inc
N/A—7,759-7,759-100%$1.3M———
Wescott Financial Advisory Group, LLC
N/A—7,757-7,757-100%$1.3M———
Klcm Advisors, Inc.
N/A—7,720-7,720-100%$1.3M———
NWK Group, Inc.
N/A—7,704-7,704-100%$1.3M———
Coldstream Capital Management Inc
N/A—7,602-7,602-100%$1.2M———
Atlantic Union Bankshares Corp
N/A—7,584-7,584-100%$1.2M———
Baker Avenue Asset Management, LP
N/A—7,521-7,521-100%$1.2M———
Tidal Investments LLC
N/A—7,493-7,493-100%$1.2M———
IMA Advisory Services, Inc.
N/A—7,484-7,484-100%$1.2M———
Fiduciary Financial Advisors
N/A—7,470-7,470-100%$1.2M———
Avalon Trust Co
N/A—7,146-7,146-100%$1.2M———
Cambient Family Office, LLC
N/A—7,045-7,045-100%$1.2M———
Ibex Wealth Advisors
N/A—7,042-7,042-100%$1.2M———
One Capital Management, LLC
N/A—6,994-6,994-100%$996.2K———
Cadence Wealth Management LLC
N/A—6,895-6,895-100%$1.1M———
Rialto Wealth Management, LLC
N/A—6,893-6,893-100%$1.1M———
First American Trust, FSB
N/A—6,863-6,863-100%$1.1M———
Zacks Investment Management
N/A—6,776-6,776-100%$1.1M———
SHP Wealth Management
N/A—6,649-6,649-100%$1.1M———
Aspiring Ventures, LLC
N/A—6,586-6,586-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—6,572-6,572-100%$1.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—6,455-6,455-100%$1.1M———
WealthShield Partners, LLC
N/A—6,387-6,387-100%$1.0M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—6,293-6,293-100%$1.0M———
Hancock Whitney Corp
N/A—6,182-6,182-100%$1.0M———
ATLas Financial Planning LLC
N/A—6,050-6,050-100%$993.8K———
QRG Capital Management, Inc.
N/A—5,980-5,980-100%$982.3K———
Bluespring Wealth Management, LLC
N/A—5,972-5,972-100%$981.0K———
Roundview Capital LLC
N/A—5,971-5,971-100%$980.8K———
Brio Consultants, LLC
N/A—5,969-5,969-100%$980.5K———
National Bank of Canada
N/A—5,920-5,920-100%$957.7K———
SageView Advisory Group, LLC
N/A—5,904-5,904-100%$970.0K———
Whittier Trust Co of Nevada Inc
N/A—5,894-5,894-100%$967.3K———
Rothschild Wealth LLC
N/A—5,882-5,882-100%$966.2K———
Independent Advisor Alliance
N/A—5,863-5,863-100%$963.0K———
Squarepoint Ops LLC
N/A—5,845-5,845-100%$960.2K———
Fisher Asset Management, LLC
N/A—5,830-5,830-100%$957.9K———
Kerr Financial Planning Corp
N/A—5,818-5,818-100%$955.6K———
JHP Wealth Management, LLC
N/A—5,806-5,806-100%$953.7K———
Geometric Wealth Advisors
N/A—5,742-5,742-100%$943.3K———
Bartlett & Co. Wealth Management LLC
N/A—5,721-5,721-100%$939.8K———
Beckerman Institutional, LLC
N/A—5,636-5,636-100%$925.8K———
Kintra Wealth, LLC
N/A—5,619-5,619-100%$959.1K———
OFC Financial Planning, LLC
N/A—5,584-5,584-100%$917.4K———
EWA, LLC
N/A—5,581-5,581-100%$916.7K———
Dana Investment Advisors, Inc.
N/A—5,569-5,569-100%$914.8K———
Davis R M Inc
N/A—5,560-5,560-100%$913.3K———
5T Wealth, LLC
N/A—5,549-5,549-100%$911.5K———
Deutsche Bank Ag\
N/A—5,500-5,500-100%$903.5K———
Kavar Capital Partners Group, LLC
N/A—5,497-5,497-100%$903.0K———
Main Street Financial Solutions, LLC
N/A—5,476-5,476-100%$899.5K———
Gallagher Fiduciary Advisors, LLC
N/A—5,465-5,465-100%$897.7K———
Capital Advisors Inc
N/A—5,404-5,404-100%$887.7K———
Falcon Wealth Planning
N/A—5,313-5,313-100%$872.8K———
Whittier Trust Co
N/A—5,295-5,295-100%$874.0K———
Regal Investment Advisors LLC
N/A—5,227-5,227-100%$858.6K———
VeraBank, N.A.
N/A—5,094-5,094-100%$836.8K———
KEB Asset Management, LLC
N/A—5,079-5,079-100%$834.3K———
Sharp Wealth Advisory, LLC
N/A—5,025-5,025-100%$825.5K———
Poinciana Advisors Group, LLC
N/A—4,903-4,903-100%$805.5K———
Opus Financial Solutions LLC
N/A—4,870-4,870-100%$800.0K———
Brookwood Investment Group LLC
N/A—4,787-4,787-100%$786.4K———
CacheTech Inc.
N/A—4,760-4,760-100%$781.9K———
Adams Wealth Management
N/A—4,760-4,760-100%$781.9K———
Madden Advisory Services, Inc.
N/A—4,730-4,730-100%$777.0K———
ForthRight Wealth Management, LLC
N/A—4,669-4,669-100%$766.9K———
Strategies Wealth Advisors, LLC
N/A—4,667-4,667-100%$766.6K———
Hilltop Partners LLC
N/A—4,627-4,627-100%$760.2K———
Financial Alternatives, Inc
N/A—4,610-4,610-100%$757.3K———
CFO4Life Group, LLC
N/A—4,600-4,600-100%$755.6K———
Eaton-Cambridge Inc.
N/A—4,565-4,565-100%$749.9K———
Birchcreek Wealth Management, LLC
N/A—4,554-4,554-100%$748.1K———
Northstar Advisory Group, LLC
N/A—4,516-4,516-100%$741.8K———
Noble Wealth Partners LLC
N/A—4,515-4,515-100%$741.7K———
Cambria Investment Management, L.P.
N/A—4,440-4,440-100%$729.4K———
German American Bancorp, Inc.
N/A—4,420-4,420-100%$726.1K———
Panoramic Investment Advisors, LLC
N/A—4,357-4,357-100%$715.7K———
Marble Wealth, LLC
N/A—4,343-4,343-100%$713.4K———
C M Bidwell & Associates LTD
N/A—4,318-4,318-100%$709.3K———
Benjamin Edwards Inc
N/A—4,303-4,303-100%$707.0K———
Waterloo Capital, L.P.
N/A—4,231-4,231-100%$695.1K———
Bantamac Capital, LLC
N/A—4,214-4,214-100%$692.2K———
Qube Research & Technologies Ltd
N/A—4,199-4,199-100%$689.8K———
Verity Wealth Advisors
N/A—4,165-4,165-100%$684.2K———
Exit Wealth Advisors, Llc.
N/A—4,161-4,161-100%$683.5K———
IFC Advisors LLC
N/A—4,115-4,115-100%$676.0K———
American Trust
N/A—4,112-4,112-100%$675.5K———
Peapack Gladstone Financial Corp
N/A—4,076-4,076-100%$670.0K———
Capital Group Private Client Services, Inc.
N/A—4,075-4,075-100%$669.4K———
Magnolia Private Wealth, LLC
N/A—4,071-4,071-100%$668.7K———
SEI Investments Co
N/A—4,071-4,071-100%$668.7K———
Faithward Advisors, LLC
N/A—4,004-4,004-100%$657.7K———
First Manhattan Co. Llc.
N/A—4,002-4,002-100%$657.4K———
Cornerstone Financial Management LLC
N/A—4,000-4,000-100%$657.1K———
Strategic Financial Services, Inc.
N/A—3,988-3,988-100%$655.1K———
Sfmg, LLC
N/A—3,948-3,948-100%$648.5K———
Kickstand Ventures, Llc.
N/A—3,938-3,938-100%$646.9K———
EQ LLC
N/A—3,933-3,933-100%$646.0K———
Kiley Juergens Wealth Management, LLC
N/A—3,888-3,888-100%$638.7K———
Frisch Financial Group, Inc.
N/A—3,873-3,873-100%$636.3K———
Atomic Invest LLC
N/A—3,853-3,853-100%$628.2K———
Twin Peaks Wealth Advisors, LLC
N/A—3,809-3,809-100%$625.7K———
Two Sigma Investments, LP
N/A—3,800-3,800-100%$624.2K———
Denver Wealth Management, Inc.
N/A—3,791-3,791-100%$622.7K———
Cordant, Inc.
N/A—3,773-3,773-100%$619.8K———
Aureus Asset Management, LLC
N/A—3,716-3,716-100%$610.4K———
Raffa Wealth Management, LLC
N/A—3,714-3,714-100%$610.1K———
Brown Brothers Harriman & Co
N/A—3,712-3,712-100%$609.8K———
Liberty Wealth Management LLC
N/A—3,701-3,701-100%$527.2K———
Financial Strategies Group, Inc.
N/A—3,673-3,673-100%$602.8K———
Carl P. Sherr & Co., LLC
N/A—3,659-3,659-100%$601.1K———
JT Stratford LLC
N/A—3,657-3,657-100%$600.7K———
JMG Financial Group, Ltd.
N/A—3,608-3,608-100%$592.7K———
Genesis Wealth Advisors, LLC
N/A—3,564-3,564-100%$585.5K———
BFC Planning, Inc.
N/A—3,529-3,529-100%$579.7K———
Financial Freedom, LLC
N/A—3,523-3,523-100%$578.7K———
KKM Financial LLC
N/A—3,510-3,510-100%$576.6K———
Crewe Advisors LLC
N/A—3,488-3,488-100%$573.0K———
PCM Encore, LLC
N/A—3,459-3,459-100%$568.2K———
Pgim Custom Harvest LLC
N/A—3,452-3,452-100%$567.1K———
Colonial Trust Co / SC
N/A—3,421-3,421-100%$562.0K———
AF Advisors, Inc.
N/A—3,379-3,379-100%$555.1K———
Johnson Financial Group, Inc.
N/A—3,357-3,357-100%$551.5K———
Wallace Capital Management Inc.
N/A—3,300-3,300-100%$542.1K———
HHM Wealth Advisors, LLC
N/A—3,277-3,277-100%$538.3K———
MJP Associates Inc
N/A—3,239-3,239-100%$532.1K———
Hopwood Nicholas Hunter
N/A—3,216-3,216-100%$528.2K———
RIK Saylor Financial, Inc.
N/A—3,179-3,179-100%$522.2K———
Strait & Sound Wealth Management LLC
N/A—3,094-3,094-100%$508.3K———
Wellspring Financial Advisors, LLC
N/A—3,059-3,059-100%$502.4K———
Pursue Wealth Partners LLC
N/A—3,045-3,045-100%$500.2K———
Miller Capital Partners, Inc.
N/A—2,935-2,935-100%$482.1K———
Dunhill Financial, LLC
N/A—2,915-2,915-100%$478.9K———
Haverford Trust Co
N/A—2,901-2,901-100%$476.5K———
Vista Capital Partners, Inc.
N/A—2,888-2,888-100%$474.4K———
Diversified Trust Co
N/A—2,887-2,887-100%$474.2K———
Seldon Capital LP
N/A—2,876-2,876-100%$472.4K———
Ameritas Investment Partners, Inc.
N/A—2,858-2,858-100%$469.4K———
Alaethes Wealth, LLC
N/A—2,805-2,805-100%$460.8K———
Planning Alternatives LTD
N/A—2,790-2,790-100%$458.3K———
Barnes Pettey Financial Advisors, LLC
N/A—2,760-2,760-100%$453.4K———
Klingenstein Fields & Co LP
N/A—2,727-2,727-100%$448.0K———
Darden Wealth Group Inc
N/A—2,702-2,702-100%$443.9K———
Transamerica Financial Advisors, LLC
N/A—2,696-2,696-100%$442.9K———
Schiavi & Co LLC
N/A—2,666-2,666-100%$437.9K———
Compton Financial Group, LLC
N/A—2,645-2,645-100%$434.5K———
Cozad Asset Management Inc
N/A—2,630-2,630-100%$432.0K———
Xcelsior Advisor Partners LLC
N/A—2,628-2,628-100%$431.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,619-2,619-100%$430.2K———
Douglass Winthrop Advisors, LLC
N/A—2,605-2,605-100%$427.9K———
Northstar Group, Inc.
N/A—2,588-2,588-100%$425.1K———
Sachetta, LLC
N/A—2,568-2,568-100%$421.8K———
Ruggiero Investments, Inc.
N/A—2,543-2,543-100%$417.7K———
Sound View Wealth Advisors Group, LLC
N/A—2,482-2,482-100%$407.7K———
Tidemark, LLC
N/A—2,458-2,458-100%$403.8K———
Cedarwood Wealth LLC
N/A—2,452-2,452-100%$402.9K———
Curtis Wealth Management LLC
N/A—2,421-2,421-100%$397.7K———
Prudent Investors Network, Inc.
N/A—2,407-2,407-100%$395.4K———
Ruggaard & Associates LLC
N/A—2,367-2,367-100%$388.8K———
Cauble & Harre Wealth Management, Inc.
N/A—2,360-2,360-100%$387.7K———
Wealthgarden F.S. LLC
N/A—2,352-2,352-100%$386.4K———
LM Advisors LLC
N/A—2,328-2,328-100%$382.0K———
Perennial Investment Advisors, LLC
N/A—2,326-2,326-100%$382.1K———
Conscious Wealth Investments, LLC
N/A—2,277-2,277-100%$373.7K———
Osborne Partners Capital Management, LLC
N/A—2,258-2,258-100%$370.9K———
Heartland Bank & Trust Co
N/A—2,247-2,247-100%$369.1K———
Old North State Trust, LLC
N/A—2,237-2,237-100%$367.0K———
Monograph Wealth Advisors, LLC
N/A—2,234-2,234-100%$367.0K———
Conservest Capital Advisors, Inc.
N/A—2,229-2,229-100%$366.1K———
Everstar Asset Management, LLC
N/A—2,222-2,222-100%$365.0K———
Headinvest, LLC
N/A—2,210-2,210-100%$363.0K———
Proffitt & Goodson Inc
N/A—2,206-2,206-100%$362.4K———
Francis Financial, Inc.
N/A—2,199-2,199-100%$361.2K———
Tyche Wealth Partners LLC
N/A—2,185-2,185-100%$358.9K———
Riverview Trust Co
N/A—2,154-2,154-100%$353.8K———
Texas Yale Capital Corp.
N/A—2,141-2,141-100%$351.7K———
Mason Investment Advisory Services, Inc.
N/A—2,138-2,138-100%$351.2K———
Mason & Associates Inc
N/A—2,127-2,127-100%$349.4K———
WFA of San Diego, LLC
N/A—2,080-2,080-100%$355.1K———
Continuum Advisory, LLC
N/A—2,073-2,073-100%$340.5K———
Mission Creek Capital Partners, Inc.
N/A—2,066-2,066-100%$339.4K———
Daybright Advisory Services, Inc.
N/A—2,049-2,049-100%$335.2K———
Basecamp Wealth Advisors LLC
N/A—2,048-2,048-100%$336.4K———
Passive Capital Management, Llc.
N/A—2,048-2,048-100%$304.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,022-2,022-100%$332.2K———
Arcadia Wealth Management, Inc.
N/A—2,008-2,008-100%$329.9K———
Coastal Bridge Advisors, LLC
N/A—2,005-2,005-100%$329.4K———
WealthTrust Axiom LLC
N/A—1,985-1,985-100%$326.1K———
First Commonwealth Financial Corp
N/A—1,977-1,977-100%$324.8K———
Garrison Point Advisors, LLC
N/A—1,973-1,973-100%$324.2K———
Edgestream Partners, L.P.
N/A—1,897-1,897-100%$311.6K———
MidFirst Bank
N/A—1,863-1,863-100%$306.0K———
WJ Financial Advisors LLC
N/A—1,847-1,847-100%$303.4K———
Vigil Wealth Management, LLC
N/A—1,843-1,843-100%$302.7K———
Colonial Trust Advisors
N/A—1,825-1,825-100%$299.8K———
Rathbones Group PLC
N/A—1,800-1,800-100%$295.7K———
Planning Directions Inc
N/A—1,800-1,800-100%$295.8K———
Bridges Investment Management Inc
N/A—1,785-1,785-100%$293.2K———
Paragon Financial Partners, Inc.
N/A—1,783-1,783-100%$291.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,780-1,780-100%$292.4K———
McDonough Capital Management, Inc
N/A—1,775-1,775-100%$291.6K———
Centennial Bank
N/A—1,773-1,773-100%$291.3K———
EFG International AG
N/A—1,765-1,765-100%$289.9K———
Allred Capital Management, LLC
N/A—1,753-1,753-100%$288.0K———
GatePass Capital, LLC
N/A—1,750-1,750-100%$287.5K———
TRB Wealth Management, LLC
N/A—1,744-1,744-100%$286.5K———
Glassman Wealth Services
N/A—1,725-1,725-100%$283.4K———
Leavell Investment Management, Inc.
N/A—1,695-1,695-100%$278.4K———
Seven Springs Wealth Group, LLC
N/A—1,665-1,665-100%$273.5K———
AssuredPartners Investment Advisors, LLC
N/A—1,660-1,660-100%$272.7K———
Sittner & Nelson, LLC
N/A—1,645-1,645-100%$270.2K———
Next Capital Management LLC
N/A—1,637-1,637-100%$268.9K———
Eaton Financial Holdings Company, LLC
N/A—1,635-1,635-100%$268.5K———
One Degree Advisors Inc
N/A—1,633-1,633-100%$267.0K———
Chevy Chase Trust Holdings, LLC
N/A—1,625-1,625-100%$266.9K———
Yarger Wealth Strategies, LLC
N/A—1,619-1,619-100%$268.0K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,618-1,618-100%$265.8K———
Legacy Edge Advisors, LLC
N/A—1,616-1,616-100%$265.5K———
Quotient Wealth Partners, LLC
N/A—1,614-1,614-100%$265.2K———
NerdWallet Wealth Partners, LLC
N/A—1,613-1,613-100%$265.0K———
Farringdon Capital, Ltd.
N/A—1,598-1,598-100%$262.5K———
Alpha Financial Advisors, LLC
N/A—1,577-1,577-100%$259.1K———
Cofg Advisors, LLC
N/A—1,565-1,565-100%$257.0K———
Fairlight Advisors
N/A—1,550-1,550-100%$254.6K———
Axis Wealth Partners, LLC
N/A—1,532-1,532-100%$251.7K———
Measured Wealth Private Client Group, LLC
N/A—1,529-1,529-100%$251.2K———
Destination Wealth Management
N/A—1,528-1,528-100%$251.0K———
Napier Financial, LLC
N/A—1,525-1,525-100%$250.5K———
Horizon Investment Services, LLC
N/A—1,513-1,513-100%$248.5K———
Anchor Investment Management, LLC
N/A—1,502-1,502-100%$246.7K———
Disciplined Investments, LLC
N/A—1,501-1,501-100%$246.6K———
Davis Wealth Advisors, LLC
N/A—1,500-1,500-100%$246.4K———
Lcnb Corp
N/A—1,500-1,500-100%$246.4K———
WMS Group LLC
N/A—1,500-1,500-100%$246.4K———
Banque Transatlantique SA
N/A—1,489-1,489-100%$244.6K———
Founders Financial Alliance, LLC
N/A—1,486-1,486-100%$244.1K———
Vanguard Personalized Indexing Management, LLC
N/A—1,481-1,481-100%$243.3K———
J.E. Simmons & Co., P.C.
N/A—1,479-1,479-100%$243.0K———
Keebeck Wealth Management
N/A—1,477-1,477-100%$242.6K———
Wealth Care LLC
N/A—1,476-1,476-100%$242.5K———
Tiaa Wealth Investment Management LLC
N/A—1,463-1,463-100%$238.5K———
Hantz Financial Services, Inc.
N/A—1,449-1,449-100%$238.0K———
Kilter Group LLC
N/A—1,432-1,432-100%$235.2K———
Marco Investment Management LLC
N/A—1,403-1,403-100%$230.5K———
Torrey-Payne Wealth Management, LLC
N/A—1,391-1,391-100%$228.5K———
Shared Vision Wealth Group LLC
N/A—1,382-1,382-100%$227.1K———
Laraway Financial Advisors Inc
N/A—1,372-1,372-100%$225.4K———
Van Diest Capital, LLC
N/A—1,365-1,365-100%$224.2K———
Spartan Wealth Advisory Services LLC
N/A—1,351-1,351-100%$221.9K———
Ellevest, Inc.
N/A—1,342-1,342-100%$216.6K———
Tradition Wealth Management, LLC
N/A—1,340-1,340-100%$220.1K———
LRI Investments, LLC
N/A—1,329-1,329-100%$218.3K———
BSW Wealth Partners
N/A—1,329-1,329-100%$218.3K———
Wealthspan Partners, LLC
N/A—1,323-1,323-100%$217.3K———
Natural Investments, LLC
N/A—1,311-1,311-100%$215.0K———
Team Hewins, LLC
N/A—1,308-1,308-100%$214.9K———
Portland Global Advisors LLC
N/A—1,306-1,306-100%$214.5K———
DV Trading LLC
N/A—1,300-1,300-100%$213.6K———
Blalock Williams, LLC
N/A—1,299-1,299-100%$213.4K———
Balyasny Asset Management L.P.
N/A—1,291-1,291-100%$212.1K———
Burling Wealth Partners, LLC
N/A—1,290-1,290-100%$211.9K———
Strathmore Capital Advisors, Inc.
N/A—1,290-1,290-100%$211.7K———
Catalyst Financial Partners LLC
N/A—1,279-1,279-100%$210.1K———
Becker Capital Management Inc
N/A—1,270-1,270-100%$208.6K———
OneAscent Wealth Management LLC
N/A—1,267-1,267-100%$208.1K———
Members Trust Co
N/A—1,253-1,253-100%$205.8K———
Capital Asset Managemnet, LLC
N/A—1,251-1,251-100%$205.6K———
White Pine Capital LLC
N/A—1,251-1,251-100%$205.5K———
Pine Valley Investments Ltd Liability Co
N/A—1,249-1,249-100%$205.2K———
Johnson Wealth Management, LLC
N/A—1,247-1,247-100%$204.8K———
Tudor Financial Inc.
N/A—1,239-1,239-100%$203.5K———
Smith, Moore & Co.
N/A—1,238-1,238-100%$203.4K———
Integrity Wealth Solutions LLC
N/A—1,238-1,238-100%$203.4K———
Peregrine Asset Advisers, Inc.
N/A—1,236-1,236-100%$203.0K———
Capstone Wealth Management, Inc.
N/A—1,228-1,228-100%$202.0K———
Corsicana & Co.
N/A—1,224-1,224-100%$201.1K———
HTG Investment Advisors, Inc.
N/A—1,223-1,223-100%$200.9K———
Azimuth Capital Investment Management LLC
N/A—1,219-1,219-100%$200.2K———
Millstone Evans Group, LLC
N/A—1,194-1,194-100%$196.1K———
Steigerwald, Gordon & Koch Inc.
N/A—1,144-1,144-100%$187.8K———
Core Alternative Capital
N/A—1,120-1,120-100%$184.0K———
Federation des caisses Desjardins du Quebec
N/A—990-990-100%$162.5K———
SouthState Bank Corp
N/A—938-938-100%$154.1K———
Investment Counsel Co of Nevada
N/A—928-928-100%$152.4K———
Financial Gravity Companies, Inc.
N/A—900-900-100%$147.8K———
NI Acquisitions Company, LLC
N/A—890-890-100%$146.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—869-869-100%$142.7K———
ST Germain D J Co Inc
N/A—858-858-100%$140.9K———
Frazier Financial Advisors, LLC
N/A—813-813-100%$133.5K———
Westend Capital Management, LLC
N/A—805-805-100%$132.2K———
Cary Street Partners Investment Advisory LLC
N/A—778-778-100%$127.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—777-777-100%$127.6K———
Mcguire Capital Advisors Inc
N/A—767-767-100%$126.0K———
Glenmede Trust Co NA
N/A—736-736-100%$120.9K———
Rothschild Investment LLC
N/A—687-687-100%$112.9K———
Ballast Advisors LLC
N/A—648-648-100%$106.4K———
Graney & King, LLC
N/A—640-640-100%$105.1K———
Meramec Financial Planners, LLC
N/A—638-638-100%$103.4K———
Synergy Investment Management, LLC
N/A—612-612-100%$100.5K———
Orion Capital Management LLC
N/A—612-612-100%$100.5K———
CNB Bank
N/A—600-600-100%$98.6K———
Crews Bank & Trust
N/A—589-589-100%$96.8K———
Rice Partnership, LLC
N/A—587-587-100%$96.4K———
Ameriflex Group, Inc.
N/A—568-568-100%$93.4K———
Prosperity Bancshares Inc
N/A—512-512-100%$84.1K———
Mpwm Advisory Solutions, LLC
N/A—510-510-100%$83.8K———
Cbiz Investment Advisory Services, LLC
N/A—500-500-100%$71.2K———
Longview Financial Advisors LLC
N/A—480-480-100%$78.9K———
Quent Capital, LLC
N/A—479-479-100%$78.7K———
Tiaa Trust, National Association
N/A—454-454-100%$74.6K———
Strategic Wealth Partners, Ltd.
N/A—453-453-100%$74.4K———
Copia Wealth Management
N/A—450-450-100%$73.9K———
Basepoint Wealth LLC
N/A—449-449-100%$73.7K———
Winch Advisory Services, LLC
N/A—416-416-100%$68.3K———
Security National Bank of SO DAK
N/A—412-412-100%$67.7K———
Regatta Research & Money Management
N/A—393-393-100%$64.5K———
Paladin Advisory Group, LLC
N/A—345-345-100%$56.7K———
IAG Wealth Partners, LLC
N/A—345-345-100%$56.7K———
Chesapeake Asset Management LLC
N/A—333-333-100%$54.7K———
Timmons Wealth Management, LLC
N/A—321-321-100%$52.8K———
Coppell Advisory Solutions LLC
N/A—311-311-100%$19.1M———
Integrity Financial Corp
N/A—310-310-100%$51.0K———
JPL Wealth Management, LLC
N/A—304-304-100%$49.9K———
Vanguard National Trust Co
N/A—301-301-100%$49.4K———
Nova Wealth Management, Inc.
N/A—300-300-100%$49.3K———
Bravera Wealth
N/A—296-296-100%$48.6K———
Anchor Bay Capital, Inc.
N/A—270-270-100%$45.8K———
Providence Capital Advisors, LLC
N/A—249-249-100%$40.9K———
Bessemer Group Inc
N/A—208-208-100%$34.0K———
Financial Life Planners
N/A—206-206-100%$33.8K———
Greykasell Wealth Strategies, Inc.
N/A—200-200-100%$32.9K———
Webster Bank, N. A.
N/A—199-199-100%$32.7K———
Park Place Capital Corp
N/A—193-193-100%$31.7K———
Wellington Grp LLC
N/A—190-190-100%$27.1K———
Front Row Advisors LLC
N/A—167-167-100%$28.2K———
Caldwell Sutter Capital, Inc.
N/A—157-157-100%$25.8K———
Vision Retirement, LLC
N/A—119-119-100%$19.5K———
Cheviot Value Management, LLC
N/A—115-115-100%$18.9K———
Dogwood Wealth Management LLC
N/A—114-114-100%$18.7K———
Investors Portfolio Services LLC
N/A—93-93-100%$15.2K———
Darwin Wealth Management, LLC
N/A—91-91-100%$15.0K———
1015 Capital Partners, LLC
N/A—78-78-100%$12.9K———
Fourth Dimension Wealth, LLC
N/A—75-75-100%$12.3K———
New Republic Capital, LLC
N/A—71-71-100%$11.7K———
Mark Sheptoff Financial Planning, LLC
N/A—58-58-100%$9.5K———
Aventura Private Wealth, LLC
N/A—50-50-100%$8.2K———
Ross\johnson & Associates LLC
N/A—49-49-100%$8.0K———
GW&K Investment Management, LLC
N/A—49-49-100%$8.0K———
Timbuktu Capital Management, LLC
N/A—43-43-100%$7.0K———
Strategic Wealth Advisors LLC
N/A—38-38-100%$5———
VSM Wealth Advisory, LLC
N/A—15-15-100%$2.5K———
Topsail Wealth Management, LLC
N/A—12-12-100%$2.0K———
Oakmont Advisory Group, LLC
N/A—11-11-100%$1.8K———
PlanVest Financial, Inc
N/A—10-10-100%$1.6K———
Bernard Wealth Management Corp.
N/A—5-5-100%$822———
Richard W. Paul & Associates, LLC
N/A—5-5-100%$821———
Showing 1792 of 1792 institutions