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Ishares Core S&P 500 ETF (IVV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares25,136,737 from 24,609,695
Change+527,042 (+2%)
Value$19.3B (+$821.0M)
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares21,395,674 from 18,254,441
Change+3,141,233 (+17%)
Value$16.4B (+$2.7B)
Filed 2026-10-20
Bank of New York Mellon Corp
DECREASED
Shares13,500,395 from 13,633,768
Change-133,373 (-1%)
Value$10.3B (+$129.1M)
Filed 2026-11-05
First Command Advisory Services, Inc.
INCREASED
Shares9,037,102 from 8,712,032
Change+325,070 (+4%)
Value$6.9B (+$396.7M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares6,910,903 from 7,147,705
Change-236,802 (-3%)
Value$5.3B (-$60.1M)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares6,698,808 from 6,582,164
Change+116,644 (+2%)
Value$5.1B (+$200.5M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,062,858 from 4,791,453
Change+271,405 (+6%)
Value$3.9B (+$302.3M)
Filed 2026-10-13
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares3,581,847 from 3,581,847
Change0 (0%)
Value$2.7B (+$60.7M)
Filed 2026-10-28
Asset Management One Co., Ltd.
INCREASED
Shares3,263,041 from 3,253,020
Change+10,021 (+0%)
Value$2.5B (+$62.8M)
Filed 2026-10-27
Keybank National Association
DECREASED
Shares3,170,728 from 3,201,466
Change-30,738 (-1%)
Value$2.4B (+$30.8M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares3,028,825 from 3,236,397
Change-207,572 (-6%)
Value$2.3B (-$104.1M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares2,596,799 from 2,667,178
Change-70,379 (-3%)
Value$2.0B (-$8.7M)
Filed 2026-11-02
AIA Group Ltd
DECREASED
Shares2,290,120 from 2,662,573
Change-372,453 (-14%)
Value$1.8B (-$240.1M)
Filed 2026-10-30
Principal Financial Group Inc
DECREASED
Shares2,140,842 from 2,423,361
Change-282,519 (-12%)
Value$1.6B (-$175.3M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares1,864,298 from 1,853,765
Change+10,533 (+1%)
Value$1.4M (-$1.4B)
Filed 2026-10-26
Barings LLC
INCREASED
Shares1,797,868 from 1,744,190
Change+53,678 (+3%)
Value$1.4B (+$73.7M)
Filed 2026-10-22
Adventist Health System Sunbelt Healthcare Corp
INCREASED
Shares1,501,785 from 1,205,528
Change+296,257 (+25%)
Value$1.2B (+$247.3M)
Filed 2026-11-02
Fund Evaluation Group, LLC
INCREASED
Shares1,458,081 from 1,456,901
Change+1,180 (+0%)
Value$1.1B (+$25.6M)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares1,291,769 from 1,344,843
Change-53,074 (-4%)
Value$989.3M (-$17.8M)
Filed 2026-10-29
Nationwide Fund Advisors
DECREASED
Shares1,287,739 from 1,361,434
Change-73,695 (-5%)
Value$986.2M (-$33.3M)
Filed 2026-10-28
Regions Financial Corp
DECREASED
Shares1,201,071 from 1,208,439
Change-7,368 (-1%)
Value$919.8M (+$14.9M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,149,910 from 1,158,646
Change-8,736 (-1%)
Value$880.7K (-$866.8M)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares1,105,794 from 1,080,659
Change+25,135 (+2%)
Value$846.9M (+$37.6M)
Filed 2026-11-03
Japan Science & Technology Agency
INCREASED
Shares1,055,965 from 847,800
Change+208,165 (+25%)
Value$808.7M (+$173.8M)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares1,028,822 from 980,103
Change+48,719 (+5%)
Value$789.0M (+$55.4M)
Filed 2026-11-05
Simplify Asset Management Inc.
DECREASED
Shares1,018,592 from 1,042,652
Change-24,060 (-2%)
Value$780.1M (-$743.0K)
Filed 2026-10-27
Alaska Permanent Fund Corp
DECREASED
Shares1,001,950 from 1,321,665
Change-319,715 (-24%)
Value$767.3M (-$222.4M)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares947,354 from 913,970
Change+33,384 (+4%)
Value$725.5M (+$41.1M)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares927,514 from 945,895
Change-18,381 (-2%)
Value$710.3M (+$2.0M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares889,687 from 773,614
Change+116,073 (+15%)
Value$681.4M (+$102.0M)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares886,379 from 860,648
Change+25,731 (+3%)
Value$678.8M (+$34.3M)
Filed 2026-10-16
MKP Capital Management, L.L.C.
DECREASED
Shares828,376 from 1,179,376
Change-351,000 (-30%)
Value$634.4M (-$248.8M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares780,407 from 750,257
Change+30,150 (+4%)
Value$597.7M (+$35.8M)
Filed 2026-10-21
WealthNavi Inc.
INCREASED
Shares772,596 from 702,867
Change+69,729 (+10%)
Value$591.7K (-$525.8M)
Filed 2026-10-27
P/E Global LLC
DECREASED
Shares740,494 from 749,698
Change-9,204 (-1%)
Value$567.1M (+$5.7M)
Filed 2026-10-29
Matson Money. Inc.
UNCHANGED
Shares740,390 from 740,390
Change0 (0%)
Value$567.0M (+$12.6M)
Filed 2026-10-23
Daiwa Securities Group Inc.
INCREASED
Shares694,681 from 364,060
Change+330,621 (+91%)
Value$532.0M (+$259.4M)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED
Shares694,158 from 700,246
Change-6,088 (-1%)
Value$531.6M (+$7.2M)
Filed 2026-10-08
Orgel Wealth Management, LLC
INCREASED
Shares671,431 from 646,536
Change+24,895 (+4%)
Value$514.2M (+$30.0M)
Filed 2026-10-14
Cahaba Wealth Management, Inc.
INCREASED
Shares665,130 from 660,622
Change+4,508 (+1%)
Value$509.4M (+$14.7M)
Filed 2026-10-26
JB Capital LLC
INCREASED
Shares662,060 from 656,924
Change+5,136 (+1%)
Value$507.0M (+$15.1M)
Filed 2026-10-19
Meitav Investment House LTD
INCREASED
Shares655,054 from 543,750
Change+111,304 (+20%)
Value$501.7M (+$94.5M)
Filed 2026-10-28
CKW Financial Group
INCREASED
Shares634,396 from 629,862
Change+4,534 (+1%)
Value$486.8K (-$471.3M)
Filed 2026-10-29
Constellation Investments, Inc.
DECREASED
Shares625,086 from 1,260,209
Change-635,123 (-50%)
Value$478.7M (-$465.0M)
Filed 2026-10-28
TBH Global Asset Management, LLC
INCREASED
Shares619,347 from 40,073
Change+579,274 (+1446%)
Value$85.8M (+$55.8M)
Filed 2026-11-03
Genworth Financial Inc
UNCHANGED
Shares601,470 from 601,470
Change0 (0%)
Value$460.6M (+$10.2M)
Filed 2026-10-21
Legacy Wealth Management, LLC
INCREASED
Shares572,157 from 564,713
Change+7,444 (+1%)
Value$438.2M (+$15.3M)
Filed 2026-10-22
OP Asset Management Ltd
INCREASED
Shares570,835 from 570,093
Change+742 (+0%)
Value$437.2M (+$10.2M)
Filed 2026-11-05
Midland Wealth Advisors, LLC
DECREASED
Shares545,046 from 554,879
Change-9,833 (-2%)
Value$417.4M (+$1.9M)
Filed 2026-10-26
GR Financial Group, LLC
INCREASED
Shares542,049 from 538,536
Change+3,513 (+1%)
Value$415.1M (+$11.8M)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares538,277 from 530,731
Change+7,546 (+1%)
Value$412.2M (+$14.8M)
Filed 2026-10-20
Sigma Investment Counselors Inc
INCREASED
Shares533,533 from 530,151
Change+3,382 (+1%)
Value$408.6M (+$11.6M)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares516,013 from 511,496
Change+4,517 (+1%)
Value$395.2M (+$12.1M)
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares504,774 from 475,264
Change+29,510 (+6%)
Value$386.6M (+$30.7M)
Filed 2026-10-27
Soundwatch Capital LLC
DECREASED
Shares497,443 from 524,081
Change-26,638 (-5%)
Value$383.1M (-$9.3M)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares490,079 from 492,680
Change-2,601 (-1%)
Value$375.3M (+$6.4M)
Filed 2026-10-16
Traphagen Investment Advisors LLC
INCREASED
Shares485,404 from 482,471
Change+2,933 (+1%)
Value$371.7M (+$10.4M)
Filed 2026-10-14
Teramo Advisors, LLC
INCREASED
Shares460,000 from 360,000
Change+100,000 (+28%)
Value$352.3M (+$82.7M)
Filed 2026-10-16
Ritholtz Wealth Management
DECREASED
Shares456,467 from 475,333
Change-18,866 (-4%)
Value$349.6M (-$6.4M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares453,139 from 397,724
Change+55,415 (+14%)
Value$347.7M (+$49.8M)
Filed 2026-11-04
BSN Capital Partners Ltd
INCREASED
Shares445,003 from 400,032
Change+44,971 (+11%)
Value$343.0M (+$45.3M)
Filed 2026-10-23
Fragasso Financial Advisors Inc
INCREASED
Shares430,546 from 426,551
Change+3,995 (+1%)
Value$336.7M (+$17.2M)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares429,001 from 423,685
Change+5,316 (+1%)
Value$328.6M (+$11.3M)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares413,392 from 385,273
Change+28,119 (+7%)
Value$316.6M (+$28.1M)
Filed 2026-10-23
Citizens Financial Group Inc
DECREASED
Shares410,437 from 443,357
Change-32,920 (-7%)
Value$314.3M (-$17.7M)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares400,693 from 374,926
Change+25,767 (+7%)
Value$306.9M (+$26.1M)
Filed 2026-11-04
Farmers & Merchants Investments Inc
INCREASED
Shares392,437 from 390,589
Change+1,848 (+0%)
Value$300.5M (+$8.0M)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares384,008 from 199,808
Change+184,200 (+92%)
Value$294.1M (+$144.5M)
Filed 2026-10-16
Bank of Finland
DECREASED
Shares380,526 from 524,956
Change-144,430 (-28%)
Value$291.4M (-$101.7M)
Filed 2026-10-07
Steele Capital Management, Inc.
DECREASED
Shares376,352 from 377,597
Change-1,245 (0%)
Value$288.2M (+$5.5M)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares370,008 from 361,188
Change+8,820 (+2%)
Value$283.4M (+$12.9M)
Filed 2026-10-22
First Hawaiian Bank
DECREASED
Shares353,741 from 360,377
Change-6,636 (-2%)
Value$270.9M (+$1.0M)
Filed 2026-10-14
Heck Capital Advisors, LLC
DECREASED
Shares346,875 from 362,101
Change-15,226 (-4%)
Value$265.7M (-$5.5M)
Filed 2026-10-14
Sofi Wealth, LLC
INCREASED
Shares340,530 from 338,161
Change+2,369 (+1%)
Value$260.8M (+$7.5M)
Filed 2026-10-27
Valeo Financial Advisors, LLC
INCREASED
Shares337,847 from 328,514
Change+9,333 (+3%)
Value$194.2M (+$11.3M)
Filed 2026-10-08
Ashford Advisors, LLC
DECREASED
Shares334,181 from 341,964
Change-7,783 (-2%)
Value$255.9M (-$160.4K)
Filed 2026-11-02
Element Pointe Advisors, LLC
INCREASED
Shares326,863 from 313,184
Change+13,679 (+4%)
Value$250.3M (+$15.8M)
Filed 2026-10-21
Vantagepoint Investment Advisers LLC
DECREASED
Shares326,056 from 330,724
Change-4,668 (-1%)
Value$249.7M (+$2.0M)
Filed 2026-10-26
Legacy Private Trust Co.
DECREASED
Shares323,682 from 326,335
Change-2,653 (-1%)
Value$247.9M (+$3.5M)
Filed 2026-10-06
TFC Financial Management, Inc.
DECREASED
Shares319,490 from 325,201
Change-5,711 (-2%)
Value$244.7M (+$1.1M)
Filed 2026-10-26
Armstrong Advisory Group, Inc
INCREASED
Shares319,321 from 304,339
Change+14,982 (+5%)
Value$244.6M (+$16.6M)
Filed 2026-10-09
Form Wealth Advisors, LLC
DECREASED
Shares318,952 from 330,048
Change-11,096 (-3%)
Value$244.3M (-$2.9M)
Filed 2026-10-13
Taiyo Life Insurance Co
UNCHANGED
Shares315,475 from 315,475
Change0 (0%)
Value$241.6K (-$236.0M)
Filed 2026-10-20
BLB&B Advisors, LLC
INCREASED
Shares314,820 from 302,996
Change+11,824 (+4%)
Value$241.1M (+$14.2M)
Filed 2026-10-27
Glenview Trust Co
DECREASED
Shares312,496 from 313,435
Change-939 (0%)
Value$239.3M (+$4.6M)
Filed 2026-10-28
RKL Wealth Management LLC
DECREASED
Shares310,042 from 316,312
Change-6,270 (-2%)
Value$237.4M (+$563.2K)
Filed 2026-10-16
Tarbox Family Office, Inc.
DECREASED
Shares309,392 from 310,326
Change-934 (0%)
Value$236.9M (+$4.5M)
Filed 2026-10-23
Gryphon Financial Partners LLC
INCREASED
Shares305,230 from 303,755
Change+1,475 (+0%)
Value$233.8M (+$6.3M)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares292,057 from 113,409
Change+178,648 (+158%)
Value$223.7M (+$138.7M)
Filed 2026-11-04
Goelzer Investment Management, Inc.
INCREASED
Shares291,648 from 274,215
Change+17,433 (+6%)
Value$223.4M (+$18.0M)
Filed 2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares291,059 from 293,062
Change-2,003 (-1%)
Value$222.9M (+$3.4M)
Filed 2026-11-05
DT Investment Partners, LLC
INCREASED
Shares288,427 from 287,172
Change+1,255 (+0%)
Value$220.9M (+$5.8M)
Filed 2026-10-27
First Citizens Bank & Trust Co
DECREASED
Shares287,714 from 292,212
Change-4,498 (-2%)
Value$220.3M (+$1.5M)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares282,527 from 282,773
Change-246 (0%)
Value$216.1M (+$4.4M)
Filed 2026-10-23
True Link Financial Advisors, LLC
DECREASED
Shares281,756 from 282,065
Change-309 (0%)
Value$215.8M (+$4.5M)
Filed 2026-10-27
Choreo, LLC
INCREASED
Shares274,791 from 132,103
Change+142,688 (+108%)
Value$210.5M (+$111.5M)
Filed 2026-10-28
Linscomb Wealth, Inc.
DECREASED
Shares273,453 from 280,720
Change-7,267 (-3%)
Value$209.4M (-$804.5K)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares271,201 from 336,655
Change-65,454 (-19%)
Value$207.7M (-$44.4M)
Filed 2026-11-03
Lee Financial Co
INCREASED
Shares270,957 from 268,900
Change+2,057 (+1%)
Value$207.5M (+$6.1M)
Filed 2026-10-16
Ullmann Wealth Partners Group, LLC
DECREASED
Shares264,721 from 269,865
Change-5,144 (-2%)
Value$202.7M (+$637.4K)
Filed 2026-11-02
Calamos Wealth Management LLC
INCREASED
Shares259,998 from 254,836
Change+5,162 (+2%)
Value$199.1M (+$8.3M)
Filed 2026-11-02
Quadrant Capital Group LLC
INCREASED
Shares259,201 from 258,614
Change+587 (+0%)
Value$202.6M (+$8.9M)
Filed 2026-10-20
Grimes & Co Wealth Management, LLC
DECREASED
Shares257,186 from 258,792
Change-1,606 (-1%)
Value$197.0M (+$3.2M)
Filed 2026-10-29
Fulton Breakefield Broenniman LLC
INCREASED
Shares251,479 from 230,377
Change+21,102 (+9%)
Value$192.6M (+$20.1M)
Filed 2026-11-03
Leverty Financial Group, LLC
DECREASED
Shares250,359 from 258,159
Change-7,800 (-3%)
Value$191.7M (-$1.6M)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED
Shares248,427 from 246,977
Change+1,450 (+1%)
Value$190.3M (+$5.3M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares246,576 from 172,579
Change+73,997 (+43%)
Value$188.8M (+$59.6M)
Filed 2026-10-29
Montag A & Associates Inc
DECREASED
Shares243,858 from 246,507
Change-2,649 (-1%)
Value$186.8M (+$2.2M)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares237,234 from 220,501
Change+16,733 (+8%)
Value$181.7M (+$16.6M)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares236,745 from 239,848
Change-3,103 (-1%)
Value$181.3M (+$1.7M)
Filed 2026-10-28
Resonant Capital Advisors, LLC
DECREASED
Shares234,989 from 235,812
Change-823 (0%)
Value$180.0M (+$3.4M)
Filed 2026-10-15
Eastern Bank
INCREASED
Shares233,220 from 217,993
Change+15,227 (+7%)
Value$178.6M (+$15.4M)
Filed 2026-10-05
Daido Life Insurance Co
DECREASED
Shares231,584 from 299,416
Change-67,832 (-23%)
Value$177.4M (-$46.9M)
Filed 2026-11-05
JGP Wealth Management, LLC
INCREASED
Shares229,441 from 214,133
Change+15,308 (+7%)
Value$175.7M (+$15.4M)
Filed 2026-10-13
Orrstown Financial Services Inc
DECREASED
Shares229,140 from 232,565
Change-3,425 (-1%)
Value$175.5M (+$1.3M)
Filed 2026-10-14
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares229,119 from 227,842
Change+1,277 (+1%)
Value$175.5M (+$4.8M)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED
Shares228,354 from 217,143
Change+11,211 (+5%)
Value$174.9M (+$12.3M)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares227,468 from 231,914
Change-4,446 (-2%)
Value$174.2M (+$512.0K)
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares226,975 from 233,815
Change-6,840 (-3%)
Value$173.8M (-$1.3M)
Filed 2026-10-22
Single Point Partners, LLC
INCREASED
Shares223,572 from 222,628
Change+944 (+0%)
Value$171.2M (+$4.5M)
Filed 2026-10-19
Bangor Savings Bank
DECREASED
Shares222,871 from 250,986
Change-28,115 (-11%)
Value$170.7M (-$17.3M)
Filed 2026-10-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares221,720 from 219,648
Change+2,072 (+1%)
Value$169.8M (+$5.3M)
Filed 2026-10-05
PKO Investment Management Joint-Stock Co
INCREASED
Shares219,504 from 208,689
Change+10,815 (+5%)
Value$168.1M (+$11.8M)
Filed 2026-10-19
Home Federal Bank of Tennessee
DECREASED
Shares219,175 from 221,268
Change-2,093 (-1%)
Value$167.9M (+$2.1M)
Filed 2026-10-15
Narwhal Capital Management
INCREASED
Shares212,639 from 212,038
Change+601 (+0%)
Value$162.8M (+$4.1M)
Filed 2026-11-04
Stairway Partners, LLC
INCREASED
Shares212,083 from 206,666
Change+5,417 (+3%)
Value$162.4M (+$7.7M)
Filed 2026-10-02
First Interstate Bank
DECREASED
Shares209,065 from 213,448
Change-4,383 (-2%)
Value$160.1M (+$263.4K)
Filed 2026-10-23
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares206,913 from 273,030
Change-66,117 (-24%)
Value$158.5M (-$46.0M)
Filed 2026-10-29
Counterpoint Mutual Funds LLC
UNCHANGED
Shares205,717 from 205,717
Change0 (0%)
Value$157.5M (+$3.5M)
Filed 2026-10-16
Fort Washington Investment Advisors Inc
DECREASED
Shares205,144 from 547,391
Change-342,247 (-63%)
Value$157.1M (-$252.8M)
Filed 2026-10-15
Rezny Wealth Management, Inc.
DECREASED
Shares204,607 from 205,661
Change-1,054 (-1%)
Value$156.7M (+$2.7M)
Filed 2026-10-15
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares203,365 from 188,749
Change+14,616 (+8%)
Value$155.7M (+$14.4M)
Filed 2026-11-03
MacKenzie Financial Corp
DECREASED
Shares203,229 from 210,708
Change-7,479 (-4%)
Value$155.6M (-$2.2M)
Filed 2026-11-02
Alternative Investment Advisors, Llc.
DECREASED
Shares201,386 from 204,888
Change-3,502 (-2%)
Value$154.2M (+$795.7K)
Filed 2026-11-03
Phillips Financial Management, LLC
DECREASED
Shares201,088 from 201,998
Change-910 (0%)
Value$154.0M (+$2.7M)
Filed 2026-10-19
Summit Financial Strategies, Inc.
INCREASED
Shares199,941 from 180,782
Change+19,159 (+11%)
Value$153.1M (+$17.7M)
Filed 2026-10-14
Winthrop Advisory Group LLC
INCREASED
Shares199,800 from 197,805
Change+1,995 (+1%)
Value$153.0M (+$4.9M)
Filed 2026-10-22
Jnba Financial Advisors
DECREASED
Shares197,736 from 232,149
Change-34,413 (-15%)
Value$151.4M (-$22.4M)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares196,381 from 191,514
Change+4,867 (+3%)
Value$150.4M (+$7.0M)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares189,312 from 182,675
Change+6,637 (+4%)
Value$145.0M (+$8.2M)
Filed 2026-10-28
Cardinal Strategic Wealth Guidance
INCREASED
Shares188,629 from 183,116
Change+5,513 (+3%)
Value$144.5M (+$7.3M)
Filed 2026-11-02
Integrity Alliance, Llc.
DECREASED
Shares183,740 from 186,235
Change-2,495 (-1%)
Value$140.7M (+$1.2M)
Filed 2026-10-29
Capital Investment Advisors, LLC
DECREASED
Shares182,264 from 185,066
Change-2,802 (-2%)
Value$139.6M (+$993.2K)
Filed 2026-10-22
TCP Asset Management, LLC
INCREASED
Shares180,777 from 178,510
Change+2,267 (+1%)
Value$139.8M (+$6.1M)
Filed 2026-10-14
Financial Advisory Corp
DECREASED
Shares177,958 from 178,067
Change-109 (0%)
Value$136.3M (+$2.9M)
Filed 2026-10-14
Alps Advisors Inc
DECREASED
Shares175,399 from 188,524
Change-13,125 (-7%)
Value$134.3M (-$6.9M)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED
Shares174,406 from 171,795
Change+2,611 (+2%)
Value$133.6M (+$4.9M)
Filed 2026-10-16
St. Clair Advisors, LLC
INCREASED
Shares172,567 from 171,431
Change+1,136 (+1%)
Value$132.2M (+$3.8M)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares170,062 from 87,118
Change+82,944 (+95%)
Value$130.2M (+$65.0M)
Filed 2026-10-23
Abundance Wealth Counselors
DECREASED
Shares169,911 from 174,623
Change-4,712 (-3%)
Value$130.1M (-$649.3K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares168,453 from 167,801
Change+652 (+0%)
Value$129.0M (+$3.3M)
Filed 2026-11-04
Sharkey, Howes & Javer
INCREASED
Shares167,259 from 165,780
Change+1,479 (+1%)
Value$128.1M (+$3.9M)
Filed 2026-10-22
Kapitalo Investimentos Ltda
DECREASED
Shares165,507 from 208,479
Change-42,972 (-21%)
Value$126.8M (-$29.4M)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares165,285 from 157,700
Change+7,585 (+5%)
Value$126.6M (+$8.5M)
Filed 2026-11-03
Diversify Advisory Services, LLC
INCREASED
Shares165,212 from 128,359
Change+36,853 (+29%)
Value$128.1M (+$32.8M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares165,212 from 128,359
Change+36,853 (+29%)
Value$128.1M (+$32.8M)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares164,719 from 162,845
Change+1,874 (+1%)
Value$126.2M (+$4.2M)
Filed 2026-10-16
Proathlete Wealth Management LLC
INCREASED
Shares163,426 from 153,501
Change+9,925 (+6%)
Value$125.2M (+$10.2M)
Filed 2026-10-15
Integrated Advisors Network LLC
INCREASED
Shares163,139 from 157,389
Change+5,750 (+4%)
Value$124.9M (+$7.1M)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares160,922 from 165,195
Change-4,273 (-3%)
Value$123.2M (-$470.6K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares160,520 from 168,683
Change-8,163 (-5%)
Value$122.9M (-$3.4M)
Filed 2026-10-22
Swmg, LLC
INCREASED
Shares159,464 from 151,003
Change+8,461 (+6%)
Value$122.4M (+$8.3M)
Filed 2026-10-23
PDS Planning, Inc
INCREASED
Shares159,193 from 157,386
Change+1,807 (+1%)
Value$121.9M (+$4.1M)
Filed 2026-11-03
Amtrust Financial Services, Inc.
UNCHANGED
Shares158,000 from 158,000
Change0 (0%)
Value$121.0M (+$2.7M)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares155,990 from 149,520
Change+6,470 (+4%)
Value$120.6M (+$8.6M)
Filed 2026-10-15
3Edge Asset Management, LP
DECREASED
Shares155,670 from 159,686
Change-4,016 (-3%)
Value$119.2M (-$367.1K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED
Shares155,092 from 153,582
Change+1,510 (+1%)
Value$118.8M (+$3.8M)
Filed 2026-10-23
Wealth Group Ltd
DECREASED
Shares153,570 from 156,518
Change-2,948 (-2%)
Value$118.7M (+$1.5M)
Filed 2026-10-07
RTD Financial Advisors, Inc.
INCREASED
Shares153,036 from 151,738
Change+1,298 (+1%)
Value$117.2M (+$3.6M)
Filed 2026-10-09
WealthPlan Investment Management, LLC
INCREASED
Shares152,835 from 149,301
Change+3,534 (+2%)
Value$117.0M (+$5.2M)
Filed 2026-10-15
Unique Wealth, LLC
INCREASED
Shares152,811 from 151,429
Change+1,382 (+1%)
Value$117.0M (+$3.6M)
Filed 2026-10-16
Trilogy Capital Inc.
INCREASED
Shares152,337 from 150,835
Change+1,502 (+1%)
Value$116.7M (+$3.7M)
Filed 2026-10-20
Genoa Capital Gestora de Recursos Ltda.
INCREASED
Shares151,500 from 121,200
Change+30,300 (+25%)
Value$116.0M (+$25.3M)
Filed 2026-10-20
Bull Oak Capital, LLC
INCREASED
Shares149,357 from 144,614
Change+4,743 (+3%)
Value$114.4M (+$6.1M)
Filed 2026-10-23
Tectonic Advisors LLC
INCREASED
Shares149,104 from 143,909
Change+5,195 (+4%)
Value$114.2M (+$6.4M)
Filed 2026-10-22
Stone House Investment Management, LLC
INCREASED
Shares147,012 from 139,300
Change+7,712 (+6%)
Value$112.6M (+$8.3M)
Filed 2026-10-23
Bryant Woods Investment Advisors, LLC
INCREASED
Shares146,541 from 134,386
Change+12,155 (+9%)
Value$112.2M (+$11.6M)
Filed 2026-10-26
Grant Street Asset Management, Inc.
INCREASED
Shares146,504 from 144,976
Change+1,528 (+1%)
Value$112.2M (+$3.6M)
Filed 2026-10-26
Simon Quick Advisors, LLC
INCREASED
Shares146,374 from 136,664
Change+9,710 (+7%)
Value$112.1M (+$9.8M)
Filed 2026-10-26
Accredited Investors Inc.
INCREASED
Shares146,088 from 138,176
Change+7,912 (+6%)
Value$111.9M (+$8.4M)
Filed 2026-11-03
Arcataur Capital Management LLC
DECREASED
Shares145,438 from 146,111
Change-673 (0%)
Value$111.4M (+$2.0M)
Filed 2026-10-21
Bricktown Capital, LLC
DECREASED
Shares145,140 from 156,845
Change-11,705 (-7%)
Value$111.2M (-$6.3M)
Filed 2026-10-13
Waterway Wealth Management, LLC
DECREASED
Shares144,187 from 144,727
Change-540 (0%)
Value$56.6M (+$1.6M)
Filed 2026-10-28
Pinnacle Associates LTD
INCREASED
Shares143,389 from 142,460
Change+929 (+1%)
Value$109.8M (+$3.1M)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares143,182 from 137,564
Change+5,618 (+4%)
Value$109.7M (+$6.6M)
Filed 2026-10-20
Buck Wealth Strategies, LLC
INCREASED
Shares141,467 from 131,827
Change+9,640 (+7%)
Value$108.3M (+$9.6M)
Filed 2026-10-28
SteelPeak Wealth, LLC
DECREASED
Shares141,253 from 150,012
Change-8,759 (-6%)
Value$108.2M (-$4.2M)
Filed 2026-10-16
Gray Private Wealth, LLC
INCREASED
Shares140,739 from 139,376
Change+1,363 (+1%)
Value$107.8M (+$3.4M)
Filed 2026-10-28
Old National Bancorp
DECREASED
Shares140,232 from 142,095
Change-1,863 (-1%)
Value$107.4M (+$983.2K)
Filed 2026-10-20
Financial Partners Group, Inc
INCREASED
Shares138,545 from 127,920
Change+10,625 (+8%)
Value$106.1M (+$10.3M)
Filed 2026-10-19
Asio Capital, LLC
INCREASED
Shares138,219 from 132,328
Change+5,891 (+4%)
Value$105.9M (+$6.8M)
Filed 2026-10-19
Bokf, NA
INCREASED
Shares133,356 from 131,220
Change+2,136 (+2%)
Value$102.1M (+$3.9M)
Filed 2026-10-27
Lodestar Private Asset Management LLC
DECREASED
Shares131,614 from 137,118
Change-5,504 (-4%)
Value$100.8M (-$1.9M)
Filed 2026-10-26
Centerpoint Advisors, LLC
INCREASED
Shares131,282 from 129,473
Change+1,809 (+1%)
Value$100.5M (+$3.6M)
Filed 2026-11-05
HWG Holdings LP
INCREASED
Shares127,281 from 101,924
Change+25,357 (+25%)
Value$97.5M (+$21.1M)
Filed 2026-10-08
AMG National Trust Bank
DECREASED
Shares126,982 from 128,402
Change-1,420 (-1%)
Value$97.2M (+$1.1M)
Filed 2026-11-05
JSF Financial, LLC
DECREASED
Shares126,786 from 129,530
Change-2,744 (-2%)
Value$97.1M (+$94.9K)
Filed 2026-10-22
New England Professional Planning Group Inc.
DECREASED
Shares126,635 from 126,855
Change-220 (0%)
Value$97.0M (+$2.0M)
Filed 2026-10-29
Hudock, Inc.
DECREASED
Shares125,763 from 126,814
Change-1,051 (-1%)
Value$96.3M (+$1.3M)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares125,423 from 123,492
Change+1,931 (+2%)
Value$96.1M (+$3.6M)
Filed 2026-10-14
Country Trust Bank
DECREASED
Shares125,211 from 130,054
Change-4,843 (-4%)
Value$95.9M (-$1.5M)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares124,564 from 122,036
Change+2,528 (+2%)
Value$95.4M (+$4.0M)
Filed 2026-10-13
Imc-Chicago, LLC
NEW
Shares123,996
Change+123,996
Value$95.0M
Filed 2026-11-05
Bluesphere Advisors LLC
DECREASED
Shares123,569 from 124,080
Change-511 (0%)
Value$94.6M (+$1.7M)
Filed 2026-10-19
Foster Group, Inc.
INCREASED
Shares123,479 from 120,402
Change+3,077 (+3%)
Value$94.6M (+$4.4M)
Filed 2026-10-13
Coyle Financial Counsel LLC
INCREASED
Shares123,209 from 122,731
Change+478 (+0%)
Value$94.4M (+$2.4M)
Filed 2026-10-28
Well Done, LLC
DECREASED
Shares122,234 from 124,013
Change-1,779 (-1%)
Value$93.6M (+$740.8K)
Filed 2026-10-20
Mascoma Wealth Management LLC
DECREASED
Shares120,979 from 121,926
Change-947 (-1%)
Value$92.7M (+$1.3M)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares120,431 from 115,097
Change+5,334 (+5%)
Value$92.2M (+$6.0M)
Filed 2026-10-30
Amarillo National Bank
DECREASED
Shares120,344 from 127,047
Change-6,703 (-5%)
Value$92.2M (-$3.0M)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares116,689 from 73,317
Change+43,372 (+59%)
Value$89.4M (+$34.5M)
Filed 2026-10-23
Balentine LLC
DECREASED
Shares115,930 from 117,337
Change-1,407 (-1%)
Value$88.8M (+$912.9K)
Filed 2026-11-03
Central Pacific Bank - Trust Division
DECREASED
Shares115,550 from 115,979
Change-429 (0%)
Value$88.5M (+$1.6M)
Filed 2026-10-06
J.W. Cole Advisors, Inc.
INCREASED
Shares115,192 from 112,278
Change+2,914 (+3%)
Value$88.2M (+$4.1M)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares115,053 from 114,825
Change+228 (+0%)
Value$88.1M (+$2.1M)
Filed 2026-11-04
Wealth Architects, LLC
DECREASED
Shares114,539 from 115,487
Change-948 (-1%)
Value$87.7M (+$1.2M)
Filed 2026-11-03
Courier Capital LLC
DECREASED
Shares114,374 from 117,740
Change-3,366 (-3%)
Value$87.6M (-$581.0K)
Filed 2026-10-19
Waller Financial Planning Group, Inc
INCREASED
Shares112,983 from 109,476
Change+3,507 (+3%)
Value$86.5M (+$4.5M)
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED
Shares112,838 from 111,606
Change+1,232 (+1%)
Value$86.4M (+$2.8M)
Filed 2026-11-03
Strategic Point Investment Advisors, LLC
INCREASED
Shares111,597 from 110,810
Change+787 (+1%)
Value$85.5M (+$2.5M)
Filed 2026-10-29
Heritage Investment Group, Inc.
INCREASED
Shares110,861 from 109,155
Change+1,706 (+2%)
Value$84.9M (+$3.2M)
Filed 2026-11-03
Standpoint Asset Management, LLC
INCREASED
Shares109,500 from 101,300
Change+8,200 (+8%)
Value$83.9M (+$8.0M)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares108,970 from 106,900
Change+2,070 (+2%)
Value$83.5M (+$3.4M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares107,348 from 106,124
Change+1,224 (+1%)
Value$82.4M (+$2.9M)
Filed 2026-10-16
Vision Capital Management, Inc.
DECREASED
Shares107,237 from 113,897
Change-6,660 (-6%)
Value$82.1M (-$3.2M)
Filed 2026-10-20
Towercrest Capital Management
DECREASED
Shares106,833 from 113,426
Change-6,593 (-6%)
Value$81.9M (-$3.1M)
Filed 2026-10-23
Beaumont Asset Management, L.L.C.
INCREASED
Shares106,546 from 99,101
Change+7,445 (+8%)
Value$81.6M (+$7.4M)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares106,406 from 98,908
Change+7,498 (+8%)
Value$81.5M (+$7.3M)
Filed 2026-10-13
Beam Wealth Advisors, Inc.
INCREASED
Shares105,896 from 105,678
Change+218 (+0%)
Value$81.1M (+$2.0M)
Filed 2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares105,772 from 102,622
Change+3,150 (+3%)
Value$81.0M (+$4.2M)
Filed 2026-10-21
Fifth Third Securities, Inc.
INCREASED
Shares105,308 from 97,124
Change+8,184 (+8%)
Value$80.7M (+$7.9M)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares104,311 from 105,288
Change-977 (-1%)
Value$79.9M (+$1.0M)
Filed 2026-10-26
CLG LLC
DECREASED
Shares103,596 from 107,058
Change-3,462 (-3%)
Value$79.3M (-$835.8K)
Filed 2026-10-13
Affinity Capital Advisors, LLC
DECREASED
Shares103,022 from 108,112
Change-5,090 (-5%)
Value$80.6M (-$1.0M)
Filed 2026-10-13
Ironwood Financial, llc
INCREASED
Shares103,015 from 102,670
Change+345 (+0%)
Value$78.9M (+$1.6M)
Filed 2026-10-20
Roth Financial Partners LLC
DECREASED
Shares102,393 from 102,531
Change-138 (0%)
Value$78.4M (+$1.6M)
Filed 2026-10-06
Brown Wealth Management, LLC
DECREASED
Shares102,068 from 104,951
Change-2,883 (-3%)
Value$78.2M (-$428.4K)
Filed 2026-10-20
May Hill Capital, LLC
INCREASED
Shares101,854 from 99,046
Change+2,808 (+3%)
Value$78.0M (+$3.8M)
Filed 2026-11-03
Colton Groome Financial Advisors, LLC
INCREASED
Shares101,747 from 94,430
Change+7,317 (+8%)
Value$77.9M (+$7.2M)
Filed 2026-10-06
Midwest Trust Co
INCREASED
Shares101,667 from 100,336
Change+1,331 (+1%)
Value$77.9M (+$2.7M)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED
Shares101,136 from 100,954
Change+182 (+0%)
Value$77.5M (+$1.9M)
Filed 2026-11-05
Parkside Investments, LLC
INCREASED
Shares101,101 from 96,530
Change+4,571 (+5%)
Value$77.4M (+$5.1M)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
INCREASED
Shares100,802 from 100,377
Change+425 (+0%)
Value$77.2M (+$2.0M)
Filed 2026-10-13
Total Investment Management Inc
DECREASED
Shares99,729 from 100,364
Change-635 (-1%)
Value$76.4M (+$1.1M)
Filed 2026-10-22
Enclave Advisors LLC
INCREASED
Shares99,700 from 93,258
Change+6,442 (+7%)
Value$76.4M (+$6.5M)
Filed 2026-10-14
Kelly Financial Services LLC
INCREASED
Shares99,605 from 94,579
Change+5,026 (+5%)
Value$76.3M (+$5.5M)
Filed 2026-10-20
First Financial Bank - Trust Division
INCREASED
Shares98,759 from 93,877
Change+4,882 (+5%)
Value$75.6M (+$5.3M)
Filed 2026-10-01
BAR Harbor Wealth Management
DECREASED
Shares98,681 from 100,654
Change-1,973 (-2%)
Value$75.6M (+$196.1K)
Filed 2026-10-21
Ledyard National Bank
DECREASED
Shares98,417 from 100,495
Change-2,078 (-2%)
Value$75.4M (+$113.0K)
Filed 2026-10-21
Harfst & Associates, Inc.
DECREASED
Shares96,679 from 97,653
Change-974 (-1%)
Value$74.0M (+$910.0K)
Filed 2026-10-20
Conning Inc.
DECREASED
Shares96,098 from 97,544
Change-1,446 (-1%)
Value$73.6M (+$546.9K)
Filed 2026-10-27
SigFig Wealth Management, LLC
INCREASED
Shares96,036 from 94,718
Change+1,318 (+1%)
Value$73.5M (+$3.1M)
Filed 2026-10-07
Shepherd Financial Partners LLC
DECREASED
Shares95,702 from 114,456
Change-18,754 (-16%)
Value$73.3M (-$12.4M)
Filed 2026-11-03
Crescent Grove Advisors, LLC
DECREASED
Shares95,340 from 99,058
Change-3,718 (-4%)
Value$73.0M (-$1.2M)
Filed 2026-10-21
Watershed Private Wealth LLC
INCREASED
Shares94,941 from 90,706
Change+4,235 (+5%)
Value$72.7M (+$4.8M)
Filed 2026-10-30
MV Capital Management, Inc.
DECREASED
Shares94,891 from 96,395
Change-1,504 (-2%)
Value$72.7M (+$482.7K)
Filed 2026-10-29
Vicus Capital
DECREASED
Shares94,407 from 98,603
Change-4,196 (-4%)
Value$72.3M (-$1.5M)
Filed 2026-11-05
Smith Chas P & Associates PA Cpas
INCREASED
Shares94,304 from 92,987
Change+1,317 (+1%)
Value$72.3M (+$2.7M)
Filed 2026-10-22
Rakuten Investment Management, Inc.
INCREASED
Shares92,767 from 91,857
Change+910 (+1%)
Value$71.2M (+$2.8M)
Filed 2026-10-30
KFA Private Wealth Group, LLC
DECREASED
Shares92,473 from 92,756
Change-283 (0%)
Value$70.8M (+$1.4M)
Filed 2026-10-07
Marino, Stram & Associates LLC
INCREASED
Shares92,183 from 90,811
Change+1,372 (+2%)
Value$70.6M (+$2.6M)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares91,719 from 92,723
Change-1,004 (-1%)
Value$70.2M (+$804.0K)
Filed 2026-11-03
Twele Capital Management, Inc.
DECREASED
Shares91,682 from 93,090
Change-1,408 (-2%)
Value$70.2M (+$500.5K)
Filed 2026-10-13
Financial Management Network Inc
DECREASED
Shares91,104 from 92,089
Change-985 (-1%)
Value$70.4M (+$1.7M)
Filed 2026-10-09
AlphaCore Capital LLC
INCREASED
Shares90,525 from 85,754
Change+4,771 (+6%)
Value$69.3M (+$5.1M)
Filed 2026-11-04
One Advisory Partners, LLC
INCREASED
Shares90,312 from 82,038
Change+8,274 (+10%)
Value$69.2M (+$7.7M)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares89,857
Change+89,857
Value$68.6M
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares89,698 from 81,012
Change+8,686 (+11%)
Value$68.7M (+$8.0M)
Filed 2026-11-02
MKD Wealth Coaches, LLC
INCREASED
Shares88,628 from 86,824
Change+1,804 (+2%)
Value$67.9M (+$2.9M)
Filed 2026-10-09
Madrona Financial Services, LLC
INCREASED
Shares88,138 from 84,750
Change+3,388 (+4%)
Value$67.5M (+$4.0M)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED
Shares87,430 from 100,513
Change-13,083 (-13%)
Value$67.0M (-$8.3M)
Filed 2026-10-16
Beaumont Financial Advisors, LLC
DECREASED
Shares86,888 from 88,113
Change-1,225 (-1%)
Value$66.5M (+$556.0K)
Filed 2026-10-22
Wealth Alliance Advisory Group, LLC
INCREASED
Shares86,793 from 84,200
Change+2,593 (+3%)
Value$66.5M (+$3.4M)
Filed 2026-10-14
Rossmore Private Capital
INCREASED
Shares86,717 from 86,564
Change+153 (+0%)
Value$66.4M (+$1.6M)
Filed 2026-10-27
Hoxton Planning & Management, LLC
INCREASED
Shares85,748 from 84,395
Change+1,353 (+2%)
Value$65.7M (+$2.5M)
Filed 2026-10-15
Diversified Enterprises, LLC
INCREASED
Shares85,644 from 84,701
Change+943 (+1%)
Value$65.6M (+$2.2M)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares85,341 from 83,774
Change+1,567 (+2%)
Value$64.8M (+$2.1M)
Filed 2026-11-04
Stewardship Advisors, LLC
DECREASED
Shares84,892 from 108,102
Change-23,210 (-21%)
Value$65.0M (-$15.9M)
Filed 2026-10-20
Legacy Wealth Partners, LLC
INCREASED
Shares84,745 from 83,004
Change+1,741 (+2%)
Value$64.9M (+$2.7M)
Filed 2026-10-15
High Note Wealth, LLC
INCREASED
Shares84,571 from 84,099
Change+472 (+1%)
Value$64.8M (+$1.8M)
Filed 2026-10-27
GoalFusion Wealth Management, LLC
INCREASED
Shares83,672 from 83,186
Change+486 (+1%)
Value$64.1M (+$1.8M)
Filed 2026-10-06
BankPlus Wealth Management LLC
INCREASED
Shares83,427 from 82,143
Change+1,284 (+2%)
Value$63.9M (+$2.4M)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares83,192 from 85,501
Change-2,309 (-3%)
Value$63.7M (-$317.9K)
Filed 2026-10-15
Cranbrook Wealth Management, LLC
DECREASED
Shares82,795 from 83,064
Change-269 (0%)
Value$63.4M (+$1.2M)
Filed 2026-10-28
Pictet Asset Management Holding SA
INCREASED
Shares82,609 from 16,112
Change+66,497 (+413%)
Value$63.3M (+$51.3M)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares82,596 from 81,090
Change+1,506 (+2%)
Value$63.3M (+$2.5M)
Filed 2026-10-21
Guidance Point Advisors, LLC
INCREASED
Shares82,155 from 81,708
Change+447 (+1%)
Value$63.0M (+$1.7M)
Filed 2026-10-15
Apeiron RIA LLC
INCREASED
Shares81,443 from 51,730
Change+29,713 (+57%)
Value$62.5M (+$23.8M)
Filed 2026-10-08
Sowell Financial Services LLC
INCREASED
Shares80,814 from 79,523
Change+1,291 (+2%)
Value$61.9M (+$2.3M)
Filed 2026-10-23
International City Management Association Retirement Corp
UNCHANGED
Shares80,586 from 80,586
Change0 (0%)
Value$61.7M (+$1.4M)
Filed 2026-10-26
Lakeshore Financial Planning, Inc.
DECREASED
Shares80,386 from 80,686
Change-300 (0%)
Value$61.6M (+$1.1M)
Filed 2026-10-13
Certuity, LLC
INCREASED
Shares80,341 from 74,626
Change+5,715 (+8%)
Value$61.7M (+$6.1M)
Filed 2026-11-02
AAF Wealth Management, LLC
DECREASED
Shares79,314 from 81,307
Change-1,993 (-2%)
Value$60.7M (-$147.0K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares78,978 from 79,689
Change-711 (-1%)
Value$60.5M (+$807.1K)
Filed 2026-10-28
Nixon Peabody Trust Co
INCREASED
Shares78,580 from 75,123
Change+3,457 (+5%)
Value$60.2M (+$3.9M)
Filed 2026-10-23
Financial Counselors Inc
DECREASED
Shares77,812 from 77,986
Change-174 (0%)
Value$59.6M (+$1.2M)
Filed 2026-10-22
Bluestem Financial Advisors, LLC
DECREASED
Shares77,522 from 78,119
Change-597 (-1%)
Value$59.4M (+$867.7K)
Filed 2026-10-20
Droms Strauss Advisors Inc
DECREASED
Shares77,196 from 80,057
Change-2,861 (-4%)
Value$59.1M (-$833.5K)
Filed 2026-11-03
Clear Wave Wealth Management LLC
INCREASED
Shares76,964 from 75,673
Change+1,291 (+2%)
Value$58.9M (+$2.3M)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares76,166 from 73,012
Change+3,154 (+4%)
Value$58.3M (+$3.7M)
Filed 2026-10-28
Elevated Financial Group LLC
INCREASED
Shares75,609 from 59,230
Change+16,379 (+28%)
Value$57.9M (+$13.5M)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares75,098 from 76,713
Change-1,615 (-2%)
Value$57.5M (+$63.8K)
Filed 2026-10-14
Nations Financial Group Inc,
DECREASED
Shares74,850 from 74,901
Change-51 (0%)
Value$57.3M (+$1.2M)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares74,832 from 74,832
Change0 (0%)
Value$56.0M ($0)
Filed 2026-10-26
Bank of Stockton
DECREASED
Shares74,009 from 84,585
Change-10,576 (-12%)
Value$56.7M (-$6.7M)
Filed 2026-10-20
Snider Financial Group
INCREASED
Shares73,184 from 71,089
Change+2,095 (+3%)
Value$56.0M (+$2.8M)
Filed 2026-10-16
Newton One Investments LLC
DECREASED
Shares72,983 from 73,107
Change-124 (0%)
Value$55.9M (+$1.1M)
Filed 2026-10-14
Fulton Bank, N.A.
INCREASED
Shares71,935 from 64,523
Change+7,412 (+11%)
Value$55.1M (+$6.8M)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares71,428 from 67,645
Change+3,783 (+6%)
Value$55.2M (+$4.9M)
Filed 2026-11-02
Pettinga Financial Advisors LLC
DECREASED
Shares71,126 from 85,307
Change-14,181 (-17%)
Value$54.5M (-$9.4M)
Filed 2026-10-13
Armor Investment Advisors, LLC
DECREASED
Shares70,371 from 70,816
Change-445 (-1%)
Value$53.9M (+$859.7K)
Filed 2026-10-27
Cornerstone Wealth Group, LLC
DECREASED
Shares70,243 from 70,677
Change-434 (-1%)
Value$53.8M (+$866.6K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares70,146 from 72,034
Change-1,888 (-3%)
Value$53.7M (-$223.9K)
Filed 2026-11-04
MCF Advisors LLC
INCREASED
Shares69,885 from 69,097
Change+788 (+1%)
Value$53.5M (+$1.8M)
Filed 2026-10-28
Capital Advisors Wealth Management, LLC
INCREASED
Shares69,880 from 66,264
Change+3,616 (+5%)
Value$53.5M (+$3.9M)
Filed 2026-10-09
Chicago Partners Investment Group LLC
INCREASED
Shares69,807 from 69,596
Change+211 (+0%)
Value$53.3M (+$1.7M)
Filed 2026-10-27
Washington Trust Bank
INCREASED
Shares69,678 from 67,490
Change+2,188 (+3%)
Value$53.4M (+$2.8M)
Filed 2026-11-03
Salus Financial Advisors, LLC
INCREASED
Shares69,142 from 68,895
Change+247 (+0%)
Value$53.0M (+$1.4M)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares68,888 from 60,420
Change+8,468 (+14%)
Value$52.8M (+$7.5M)
Filed 2026-10-21
Pinion Investment Advisors, LLC
INCREASED
Shares68,713 from 62,470
Change+6,243 (+10%)
Value$52.6M (+$5.8M)
Filed 2026-11-04
Trek Financial, LLC
DECREASED
Shares68,642 from 73,427
Change-4,785 (-7%)
Value$52.6M (-$2.4M)
Filed 2026-10-29
Palatine Hill Wealth Management, LLC
INCREASED
Shares68,529 from 62,451
Change+6,078 (+10%)
Value$52.5M (+$5.7M)
Filed 2026-11-03
1900 Wealth Management LLC
DECREASED
Shares68,365 from 69,262
Change-897 (-1%)
Value$52.4M (+$487.3K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares68,054 from 8,355
Change+59,699 (+715%)
Value$53.1M (+$46.8M)
Filed 2026-10-08
WealthBridge Capital Management, LLC
INCREASED
Shares67,891 from 67,115
Change+776 (+1%)
Value$52.0M (+$1.7M)
Filed 2026-10-16
Rational Advisors, Inc.
DECREASED
Shares67,566 from 69,863
Change-2,297 (-3%)
Value$51.7M (-$574.3K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares67,307 from 71,296
Change-3,989 (-6%)
Value$51.5M (-$1.8M)
Filed 2026-10-13
Embree Financial Group
INCREASED
Shares67,276 from 63,006
Change+4,270 (+7%)
Value$51.5M (+$4.3M)
Filed 2026-10-22
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares67,230 from 65,342
Change+1,888 (+3%)
Value$51.5M (+$2.6M)
Filed 2026-10-09
Beacon Financial Group
INCREASED
Shares67,171 from 64,631
Change+2,540 (+4%)
Value$51.4M (+$3.0M)
Filed 2026-10-19
Able Wealth Management LLC
INCREASED
Shares66,952 from 60,774
Change+6,178 (+10%)
Value$52.1M (+$6.6M)
Filed 2026-10-13
Bailard, Inc.
DECREASED
Shares66,676 from 68,986
Change-2,310 (-3%)
Value$51.1M (-$599.1K)
Filed 2026-10-13
First Horizon Corp
INCREASED
Shares66,591 from 62,013
Change+4,578 (+7%)
Value$51.0M (+$4.6M)
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares66,501 from 62,024
Change+4,477 (+7%)
Value$50.9M (+$4.5M)
Filed 2026-10-14
LCW Services, LLC
INCREASED
Shares66,258 from 62,586
Change+3,672 (+6%)
Value$50.7M (+$3.9M)
Filed 2026-10-21
Ndwm LLC
INCREASED
Shares66,227 from 65,309
Change+918 (+1%)
Value$50.7M (+$1.8M)
Filed 2026-11-05
Ironwood Wealth Management, Llc.
INCREASED
Shares65,990 from 65,461
Change+529 (+1%)
Value$50.5M (+$1.5M)
Filed 2026-10-28
Nolet Wealth Management, LLC
DECREASED
Shares65,739 from 65,842
Change-103 (0%)
Value$50.3M (+$1.0M)
Filed 2026-10-15
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares65,570 from 66,711
Change-1,141 (-2%)
Value$50.2M (+$257.9K)
Filed 2026-10-06
Highland Capital Management, LLC
DECREASED
Shares64,873 from 65,538
Change-665 (-1%)
Value$49.7M (+$602.6K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares64,810 from 59,644
Change+5,166 (+9%)
Value$49.6M (+$5.2M)
Filed 2026-10-13
Mann Financial Group, Inc.
INCREASED
Shares64,779 from 61,362
Change+3,417 (+6%)
Value$49.6M (+$3.7M)
Filed 2026-10-15
PCA Investment Advisory Services Inc.
DECREASED
Shares64,737 from 64,958
Change-221 (0%)
Value$49.6M (+$824.9K)
Filed 2026-10-13
Adirondack Capital Advisors, LLC
INCREASED
Shares64,099 from 62,670
Change+1,429 (+2%)
Value$49.1M (+$2.2M)
Filed 2026-10-09
Sentinel Advisory Group, LLC
DECREASED
Shares63,320 from 64,170
Change-850 (-1%)
Value$48.5M (+$437.4K)
Filed 2026-10-20
Windsor Capital Management, LLC
INCREASED
Shares62,841 from 59,122
Change+3,719 (+6%)
Value$48.1M (+$3.9M)
Filed 2026-10-13
Arkansas Financial Group, Inc.
DECREASED
Shares62,289 from 63,594
Change-1,305 (-2%)
Value$47.7M (+$79.3K)
Filed 2026-10-26
Cypress Wealth Services, LLC
INCREASED
Shares61,841 from 59,992
Change+1,849 (+3%)
Value$48.4M (+$3.5M)
Filed 2026-10-21
Bare Financial Services, Inc
DECREASED
Shares61,739 from 63,107
Change-1,368 (-2%)
Value$47.3M (+$23.0K)
Filed 2026-11-04
Vaquero Private Wealth, LTD
DECREASED
Shares61,521 from 66,930
Change-5,409 (-8%)
Value$47.1M (-$3.0M)
Filed 2026-10-27
Capital Planning LLC
DECREASED
Shares61,281 from 62,122
Change-841 (-1%)
Value$46.9M (+$409.7K)
Filed 2026-10-09
USA Financial Formulas
NEW
Shares61,144
Change+61,144
Value$46.8M
Filed 2026-10-16
Integrity Investment Advisors, LLC
DECREASED
Shares60,930 from 63,559
Change-2,629 (-4%)
Value$46.7M (-$935.3K)
Filed 2026-11-03
Apollon Financial, LLC
INCREASED
Shares60,579 from 58,806
Change+1,773 (+3%)
Value$46.4M (+$2.4M)
Filed 2026-10-23
Avondale Wealth Management
DECREASED
Shares60,330 from 60,978
Change-648 (-1%)
Value$46.2M (+$537.6K)
Filed 2026-10-15
Fort Henry Capital, LLC
DECREASED
Shares60,102 from 60,894
Change-792 (-1%)
Value$46.0M (+$425.8K)
Filed 2026-10-22
Cisco Systems, Inc.
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$46.0M (+$1.0M)
Filed 2026-10-15
Kelleher Financial Advisors
DECREASED
Shares59,915 from 61,433
Change-1,518 (-2%)
Value$45.9M (-$120.9K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares59,764 from 56,088
Change+3,676 (+7%)
Value$45.8M (+$3.8M)
Filed 2026-10-08
David J Yvars Group
INCREASED
Shares59,441 from 59,043
Change+398 (+1%)
Value$45.5M (+$1.3M)
Filed 2026-10-09
Corepath Wealth Partners LLC
DECREASED
Shares59,192 from 65,739
Change-6,547 (-10%)
Value$46.2M (-$3.0M)
Filed 2026-10-21
McCarley & Cook Financial Planners
INCREASED
Shares59,183 from 52,780
Change+6,403 (+12%)
Value$45.3M (+$5.8M)
Filed 2026-10-21
Woodward Financial Advisors, Inc.
DECREASED
Shares59,027 from 59,306
Change-279 (0%)
Value$45.2M (+$792.3K)
Filed 2026-10-19
Lantz Financial LLC
INCREASED
Shares58,570 from 56,577
Change+1,993 (+4%)
Value$44.9M (+$2.5M)
Filed 2026-10-15
Wealth Quarterback LLC
DECREASED
Shares58,531 from 64,245
Change-5,714 (-9%)
Value$44.8M (-$3.3M)
Filed 2026-10-20
FSA Wealth Partners, Inc.
INCREASED
Shares58,230 from 57,199
Change+1,031 (+2%)
Value$44.6M (+$1.8M)
Filed 2026-10-26
Rose Capital Advisors LLC
INCREASED
Shares58,174 from 32,464
Change+25,710 (+79%)
Value$44.6M (+$20.2M)
Filed 2026-11-04
ZynergyRetirementPlanningLLC
DECREASED
Shares58,112 from 59,539
Change-1,427 (-2%)
Value$44.5M (-$83.1K)
Filed 2026-10-08
Somnio Financial Group, LLC
DECREASED
Shares57,765 from 59,020
Change-1,255 (-2%)
Value$44.2M (+$39.6K)
Filed 2026-10-26
Chemung Canal Trust Co
INCREASED
Shares57,348 from 54,733
Change+2,615 (+5%)
Value$43.9M (+$2.9M)
Filed 2026-11-04
Enzi Wealth
INCREASED
Shares57,313 from 56,898
Change+415 (+1%)
Value$44.8M (+$1.8M)
Filed 2026-10-14
Advanced Asset Management Advisors Inc
INCREASED
Shares57,004 from 57,000
Change+4 (+0%)
Value$43.7M (+$970.0K)
Filed 2026-10-20
Norris Perne & French LLP
DECREASED
Shares56,854 from 57,167
Change-313 (-1%)
Value$43.5M (+$730.3K)
Filed 2026-10-23
Coastline Trust Co
DECREASED
Shares56,833 from 61,472
Change-4,639 (-8%)
Value$43.5M (-$2.5M)
Filed 2026-10-01
Alliance Wealth Management Group
DECREASED
Shares56,276 from 61,877
Change-5,601 (-9%)
Value$43.1M (-$3.2M)
Filed 2026-10-29
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares56,005 from 55,740
Change+265 (+0%)
Value$42.9M (+$1.1M)
Filed 2026-10-30
Hengehold Capital Management LLC
DECREASED
Shares56,003 from 56,544
Change-541 (-1%)
Value$42.9M (+$544.5K)
Filed 2026-10-16
Atwater Malick LLC
DECREASED
Shares55,947 from 56,128
Change-181 (0%)
Value$42.8M (+$813.2K)
Filed 2026-10-15
Cypress Financial Planning LLC
INCREASED
Shares55,415 from 55,110
Change+305 (+1%)
Value$42.4M (+$1.2M)
Filed 2026-10-09
Sheets Smith Wealth Management
DECREASED
Shares54,987 from 56,870
Change-1,883 (-3%)
Value$42.1M (-$478.2K)
Filed 2026-10-16
Curry Webb Wealth Management LLC
UNCHANGED
Shares54,448 from 54,448
Change0 (0%)
Value$40.8M ($0)
Filed 2026-10-22
Integris Wealth Management, LLC
INCREASED
Shares54,342 from 54,302
Change+40 (+0%)
Value$41.6M (+$951.1K)
Filed 2026-10-14
Gradient Investments LLC
DECREASED
Shares54,326 from 58,690
Change-4,364 (-7%)
Value$41.6M (-$2.3M)
Filed 2026-10-08
Bay Harbor Wealth Management, LLC
INCREASED
Shares54,186 from 52,477
Change+1,709 (+3%)
Value$41.5M (+$2.2M)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares53,714 from 52,676
Change+1,038 (+2%)
Value$41.1M (+$1.7M)
Filed 2026-10-23
Sachem Hill LLC
DECREASED
Shares52,924 from 53,908
Change-984 (-2%)
Value$40.5M (+$160.9K)
Filed 2026-10-14
Orin Green Financial, LLC
DECREASED
Shares52,393 from 53,825
Change-1,432 (-3%)
Value$40.1M (-$184.4K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares52,098 from 51,860
Change+238 (+0%)
Value$39.9M (+$1.1M)
Filed 2026-11-03
Beacon Financial Planning, Inc
DECREASED
Shares52,090 from 53,211
Change-1,121 (-2%)
Value$39.9M (+$44.2K)
Filed 2026-11-04
Integrated Capital Management, LLC
DECREASED
Shares51,955 from 52,033
Change-78 (0%)
Value$39.8M (+$822.4K)
Filed 2026-10-23
Gradient Capital Advisors, LLC
DECREASED
Shares51,950 from 52,370
Change-420 (-1%)
Value$39.8M (+$566.4K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares51,899 from 54,261
Change-2,362 (-4%)
Value$39.7M (-$888.7K)
Filed 2026-10-16
Dagco, Inc.
INCREASED
Shares51,730 from 47,303
Change+4,427 (+9%)
Value$39.6M (+$4.2M)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares51,634 from 46,281
Change+5,353 (+12%)
Value$39.5M (+$4.9M)
Filed 2026-10-28
Kanawha Capital Management LLC
DECREASED
Shares51,485 from 51,958
Change-473 (-1%)
Value$39.4M (+$519.2K)
Filed 2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares51,303 from 50,970
Change+333 (+1%)
Value$39.3M (+$1.1M)
Filed 2026-10-14
Clear Creek Financial Management, LLC
INCREASED
Shares51,213 from 50,170
Change+1,043 (+2%)
Value$39.2M (+$1.6M)
Filed 2026-10-28
Nottingham Advisors, Inc.
DECREASED
Shares51,078 from 52,107
Change-1,029 (-2%)
Value$39.2M (+$358.0K)
Filed 2026-10-29
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares50,890 from 49,300
Change+1,590 (+3%)
Value$39.0M (+$2.1M)
Filed 2026-10-08
VestGen Advisors, LLC
DECREASED
Shares50,740 from 56,044
Change-5,304 (-9%)
Value$38.9M (-$3.1M)
Filed 2026-10-27
HCR Wealth Advisors
INCREASED
Shares50,658 from 50,622
Change+36 (+0%)
Value$38.8M (+$886.5K)
Filed 2026-10-15
Durante & Waters, LLC
DECREASED
Shares50,615 from 51,003
Change-388 (-1%)
Value$38.8M (+$568.1K)
Filed 2026-10-28
Middleton & Co Inc
INCREASED
Shares49,841 from 48,302
Change+1,539 (+3%)
Value$38.2M (+$2.0M)
Filed 2026-10-23
Ballew Advisors, Inc
DECREASED
Shares49,824 from 50,956
Change-1,132 (-2%)
Value$38.5M (+$381.5K)
Filed 2026-10-05
SWS Partners
DECREASED
Shares49,766 from 54,398
Change-4,632 (-9%)
Value$38.1M (-$2.6M)
Filed 2026-10-26
Flagship Private Wealth, LLC
INCREASED
Shares49,489 from 48,888
Change+601 (+1%)
Value$37.9M (+$1.3M)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
DECREASED
Shares49,062 from 50,540
Change-1,478 (-3%)
Value$37.6M (-$275.3K)
Filed 2026-10-14
Verus Capital Partners, LLC
DECREASED
Shares48,937 from 50,005
Change-1,068 (-2%)
Value$37.5M (+$30.0K)
Filed 2026-11-03
Camelot Technology Advisors, Inc.
DECREASED
Shares48,742 from 48,915
Change-173 (0%)
Value$37.3M (+$697.6K)
Filed 2026-10-09
NorthLanding Financial Partners, LLC
DECREASED
Shares48,578 from 51,124
Change-2,546 (-5%)
Value$37.2M (-$1.1M)
Filed 2026-10-15
Carbahal Olsen Financial Services Group, LLC
DECREASED
Shares48,067 from 48,420
Change-353 (-1%)
Value$36.8M (+$550.0K)
Filed 2026-11-05
Tenet Wealth Partners, LLC
INCREASED
Shares48,059 from 46,469
Change+1,590 (+3%)
Value$36.8M (+$2.3M)
Filed 2026-10-19
Altus Wealth Group LLC
INCREASED
Shares48,043 from 46,761
Change+1,282 (+3%)
Value$36.8M (+$1.8M)
Filed 2026-10-20
Sunbeam Capital Management, LLC
INCREASED
Shares47,702 from 43,792
Change+3,910 (+9%)
Value$36.5M (+$3.7M)
Filed 2026-11-05
Verus Financial Partners, Inc.
DECREASED
Shares47,482 from 47,569
Change-87 (0%)
Value$36.4M (+$739.9K)
Filed 2026-10-29
BIP Wealth, LLC
INCREASED
Shares47,272 from 47,085
Change+187 (+0%)
Value$36.2M (+$942.0K)
Filed 2026-10-22
Greenwood Capital Associates LLC
DECREASED
Shares46,962 from 53,705
Change-6,743 (-13%)
Value$36.0M (-$4.3M)
Filed 2026-10-27
SWP Financial LLC
DECREASED
Shares46,916 from 47,201
Change-285 (-1%)
Value$35.9M (+$582.4K)
Filed 2026-10-23
Nadler Financial Group, Inc.
INCREASED
Shares46,668 from 46,348
Change+320 (+1%)
Value$35.7M (+$1.0M)
Filed 2026-10-23
CIBC Asset Management Inc
INCREASED
Shares46,584 from 46,437
Change+147 (+0%)
Value$35.7M (+$900.2K)
Filed 2026-11-05
Fairman Group, LLC
INCREASED
Shares46,488 from 44,116
Change+2,372 (+5%)
Value$35.6M (+$2.6M)
Filed 2026-10-26
Legacy Advisors, LLC
INCREASED
Shares46,289 from 39,008
Change+7,281 (+19%)
Value$35.5M (+$6.2M)
Filed 2026-10-19
Bedminster, LLC
INCREASED
Shares45,909 from 45,741
Change+168 (+0%)
Value$35.2M (+$904.4K)
Filed 2026-11-04
Ameliora Wealth Management Ltd.
INCREASED
Shares45,890 from 32,682
Change+13,208 (+40%)
Value$35.1M (+$10.7M)
Filed 2026-10-23
Private Client Services, LLC
DECREASED
Shares45,789 from 54,561
Change-8,772 (-16%)
Value$35.1M (-$5.8M)
Filed 2026-10-02
Pennsylvania Capital Management Inc
DECREASED
Shares45,565 from 46,506
Change-941 (-2%)
Value$34.9M (+$68.4K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares45,488 from 35,996
Change+9,492 (+26%)
Value$34.8M (+$11.3M)
Filed 2026-10-13
Silverleafe Capital Partners, LLC
DECREASED
Shares45,432 from 45,489
Change-57 (0%)
Value$34.8M (+$727.8K)
Filed 2026-10-02
WealthPLAN Partners, LLC
INCREASED
Shares45,420 from 41,056
Change+4,364 (+11%)
Value$34.8M (+$4.0M)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares45,400 from 45,063
Change+337 (+1%)
Value$34.7M (+$1.0M)
Filed 2026-11-05
IFS Advisors, LLC
DECREASED
Shares45,362 from 45,588
Change-226 (0%)
Value$34.7M (+$600.2K)
Filed 2026-10-14
Acima Private Wealth, LLC
INCREASED
Shares45,306 from 45,167
Change+139 (+0%)
Value$34.7M (+$872.5K)
Filed 2026-10-05
BridgePort Financial Solutions, LLC
DECREASED
Shares45,270 from 47,849
Change-2,579 (-5%)
Value$34.7M (-$1.2M)
Filed 2026-11-02
Cobblestone Asset Management LLC
INCREASED
Shares44,861 from 43,966
Change+895 (+2%)
Value$34.4M (+$1.4M)
Filed 2026-10-13
Matrix Trust Co
DECREASED
Shares44,797 from 44,807
Change-10 (0%)
Value$34.3K (+$752)
Filed 2026-10-07
Greenup Street Wealth Management LLC
DECREASED
Shares44,743 from 47,688
Change-2,945 (-6%)
Value$34.3M (-$1.4M)
Filed 2026-10-28
Stevens Capital Partners
INCREASED
Shares44,687 from 40,339
Change+4,348 (+11%)
Value$34.2M (+$4.0M)
Filed 2026-10-29
Client First Capital LLC
DECREASED
Shares44,473 from 47,651
Change-3,178 (-7%)
Value$34.1M (-$1.6M)
Filed 2026-10-22
Hicks Capital Management LLC
UNCHANGED
Shares44,445 from 44,445
Change0 (0%)
Value$33.3M ($0)
Filed 2026-10-20
Traveka Wealth, LLC
INCREASED
Shares44,333 from 41,237
Change+3,096 (+8%)
Value$34.0M (+$3.1M)
Filed 2026-10-19
Southern Capital Advisors, LLC
INCREASED
Shares44,206 from 41,256
Change+2,950 (+7%)
Value$33.9M (+$3.0M)
Filed 2026-10-26
Naples Global Advisors, LLC
INCREASED
Shares44,047 from 43,658
Change+389 (+1%)
Value$33.7M (+$1.0M)
Filed 2026-11-05
Venture Visionary Partners LLC
INCREASED
Shares44,046 from 28,157
Change+15,889 (+56%)
Value$33.7M (+$12.6M)
Filed 2026-10-07
Moody National Bank Trust Division
UNCHANGED
Shares43,985 from 43,985
Change0 (0%)
Value$33.7M (+$746.0K)
Filed 2026-10-06
Abound Wealth Management
INCREASED
Shares43,574 from 42,783
Change+791 (+2%)
Value$33.4M (+$1.3M)
Filed 2026-10-26
Advus Financial Partners, LLC
INCREASED
Shares43,249 from 42,067
Change+1,182 (+3%)
Value$33.1M (+$1.6M)
Filed 2026-10-20
Compound Planning, Inc.
DECREASED
Shares43,037 from 157,511
Change-114,474 (-73%)
Value$33.0M (-$85.0M)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares42,986 from 49,171
Change-6,185 (-13%)
Value$32.9M (-$3.9M)
Filed 2026-10-20
Patton Albertson Miller Group, LLC
DECREASED
Shares42,974 from 43,318
Change-344 (-1%)
Value$32.9M (+$471.8K)
Filed 2026-10-26
Verger Capital Management LLC
DECREASED
Shares42,908 from 43,418
Change-510 (-1%)
Value$32.9M (+$346.0K)
Filed 2026-10-22
AtlasMark Financial, Inc
INCREASED
Shares42,783 from 41,428
Change+1,355 (+3%)
Value$32.8M (+$1.7M)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
INCREASED
Shares42,782 from 42,767
Change+15 (+0%)
Value$32.8M (+$737.2K)
Filed 2026-10-19
Peddock Capital Advisors, LLC
INCREASED
Shares42,780 from 42,053
Change+727 (+2%)
Value$32.8M (+$1.3M)
Filed 2026-10-16
Buska Wealth Management, LLC
DECREASED
Shares42,664 from 48,642
Change-5,978 (-12%)
Value$32.7M (-$3.8M)
Filed 2026-10-08
Eley Financial Management, Inc
INCREASED
Shares42,603 from 42,102
Change+501 (+1%)
Value$32.6M (+$1.1M)
Filed 2026-11-03
CenturyLink Investment Management Co
UNCHANGED
Shares42,527 from 42,527
Change0 (0%)
Value$32.6M (+$721.3K)
Filed 2026-10-16
Grove Bank & Trust
DECREASED
Shares42,281 from 44,070
Change-1,789 (-4%)
Value$32.4M (-$622.7K)
Filed 2026-10-08
PFG Private Wealth Management, LLC
INCREASED
Shares41,945 from 40,575
Change+1,370 (+3%)
Value$32.1M (+$1.7M)
Filed 2026-10-15
CFS Investment Advisory Services, LLC
DECREASED
Shares41,916 from 42,125
Change-209 (0%)
Value$32.8M (+$1.3M)
Filed 2026-10-19
Alpine Bank Wealth Management
DECREASED
Shares41,404 from 42,013
Change-609 (-1%)
Value$31.7M (+$246.1K)
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares41,365 from 41,372
Change-7 (0%)
Value$31.7M (+$765.2K)
Filed 2026-11-03
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
INCREASED
Shares40,960 from 40,890
Change+70 (+0%)
Value$31.4M (+$747.1K)
Filed 2026-10-29
Ashton Thomas Securities, LLC
NEW
Shares40,951
Change+40,951
Value$31.4M
Filed 2026-10-26
Archer Investment Management, LLC
DECREASED
Shares40,877 from 43,751
Change-2,874 (-7%)
Value$31.3M (-$1.5M)
Filed 2026-10-13
Birch Hill Investment Advisors LLC
DECREASED
Shares40,547 from 40,764
Change-217 (-1%)
Value$31.1M (+$525.2K)
Filed 2026-10-16
Powerhouse Assets LLC
INCREASED
Shares40,458 from 40,136
Change+322 (+1%)
Value$31.0M (+$927.2K)
Filed 2026-10-19
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares40,454 from 40,531
Change-77 (0%)
Value$31.0M (+$628.2K)
Filed 2026-10-29
Moller Wealth Partners
DECREASED
Shares40,441 from 40,463
Change-22 (0%)
Value$31.0M (+$669.2K)
Filed 2026-10-15
Stephenson & Company, Inc.
DECREASED
Shares40,211 from 40,539
Change-328 (-1%)
Value$30.8M (+$436.4K)
Filed 2026-10-30
Gimbal Financial
DECREASED
Shares40,167 from 40,370
Change-203 (0%)
Value$30.8M (+$529.0K)
Filed 2026-10-19
Vivid Wealth Management, LLC
DECREASED
Shares40,078 from 40,799
Change-721 (-2%)
Value$30.7M (+$140.2K)
Filed 2026-10-27
Evermay Wealth Management LLC
DECREASED
Shares39,961 from 40,432
Change-471 (-1%)
Value$30.6M (+$325.1K)
Filed 2026-11-05
Destiny Capital Corp
DECREASED
Shares39,875 from 41,038
Change-1,163 (-3%)
Value$30.5M (-$194.6K)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED
Shares39,615 from 36,763
Change+2,852 (+8%)
Value$30.3M (+$2.8M)
Filed 2026-11-02
William Howard & Co Financial Advisors Inc
DECREASED
Shares39,585 from 40,126
Change-541 (-1%)
Value$30.3M (+$266.8K)
Filed 2026-11-04
Human Investing LLC
INCREASED
Shares39,416 from 39,270
Change+146 (+0%)
Value$30.2M (+$778.0K)
Filed 2026-10-19
Miramontes Capital, LLC
DECREASED
Shares39,308 from 40,910
Change-1,602 (-4%)
Value$30.1M (-$533.2K)
Filed 2026-10-19
Sterling Investment Advisors LLC
INCREASED
Shares39,136 from 38,431
Change+705 (+2%)
Value$30.0M (+$1.2M)
Filed 2026-10-27
Townsend Financial Planning, LLC
DECREASED
Shares39,040 from 39,864
Change-824 (-2%)
Value$29.9M (+$44.5K)
Filed 2026-11-02
XML Financial, LLC
INCREASED
Shares38,984 from 37,445
Change+1,539 (+4%)
Value$29.9M (+$1.8M)
Filed 2026-10-29
Fairway Wealth LLC
INCREASED
Shares38,743 from 38,540
Change+203 (+1%)
Value$29.7M (+$811.5K)
Filed 2026-10-30
Catalyst Private Wealth, LLC
INCREASED
Shares38,719 from 38,317
Change+402 (+1%)
Value$29.7M (+$958.2K)
Filed 2026-10-13
GenWealth Group, Inc.
INCREASED
Shares38,713 from 38,119
Change+594 (+2%)
Value$29.6M (+$1.1M)
Filed 2026-10-16
Richwood Investment Advisors, LLC
DECREASED
Shares38,656 from 39,165
Change-509 (-1%)
Value$29.6M (+$274.5K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
DECREASED
Shares38,632 from 38,892
Change-260 (-1%)
Value$29.6M (+$460.5K)
Filed 2026-10-13
Members Wealth LLC
INCREASED
Shares38,551 from 36,972
Change+1,579 (+4%)
Value$30.1M (+$2.4M)
Filed 2026-10-20
Churchill Financial Advisors, LLC
INCREASED
Shares38,464 from 34,653
Change+3,811 (+11%)
Value$29.5M (+$3.5M)
Filed 2026-10-20
DeDora Capital, Inc.
INCREASED
Shares38,416 from 37,632
Change+784 (+2%)
Value$29.4M (+$1.2M)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares38,380 from 26,054
Change+12,326 (+47%)
Value$29.4M (+$9.9M)
Filed 2026-11-03
Signaturefd, LLC
DECREASED
Shares38,308 from 38,675
Change-367 (-1%)
Value$29.3M (+$375.2K)
Filed 2026-10-23
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares38,051 from 39,310
Change-1,259 (-3%)
Value$29.1M (-$297.9K)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares37,909 from 31,461
Change+6,448 (+21%)
Value$29.0M (+$5.5M)
Filed 2026-10-14
Ascent Group, LLC
INCREASED
Shares37,693 from 36,084
Change+1,609 (+4%)
Value$28.9M (+$1.8M)
Filed 2026-10-30
Sage Advisory Services, Ltd.Co.
DECREASED
Shares37,668 from 40,668
Change-3,000 (-7%)
Value$28.8M (-$1.6M)
Filed 2026-10-29
Merited Wealth, LLC
INCREASED
Shares37,006 from 33,023
Change+3,983 (+12%)
Value$28.3M (+$3.6M)
Filed 2026-10-13
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares36,649 from 36,952
Change-303 (-1%)
Value$28.1M (+$394.7K)
Filed 2026-11-03
Diversified Portfolios, Inc.
DECREASED
Shares36,082 from 36,087
Change-5 (0%)
Value$27.6M (+$608.4K)
Filed 2026-11-04
Congress Park Capital LLC
INCREASED
Shares35,987 from 35,213
Change+774 (+2%)
Value$27.6M (+$1.2M)
Filed 2026-10-13
Town Capital LLC
DECREASED
Shares35,935 from 40,241
Change-4,306 (-11%)
Value$27.5M (-$2.6M)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
INCREASED
Shares35,919 from 35,526
Change+393 (+1%)
Value$27.5M (+$904.2K)
Filed 2026-11-05
Fusion Family Wealth, LLC
INCREASED
Shares35,820 from 35,533
Change+287 (+1%)
Value$27.4M (+$822.4K)
Filed 2026-11-02
Nova R Wealth, Inc.
DECREASED
Shares35,743 from 36,391
Change-648 (-2%)
Value$27.4M (+$121.2K)
Filed 2026-10-26
Gilbert Capital Group, Inc.
DECREASED
Shares35,681 from 36,512
Change-831 (-2%)
Value$27.3M (-$17.2K)
Filed 2026-10-28
Procyon Advisors, LLC
DECREASED
Shares35,676 from 67,223
Change-31,547 (-47%)
Value$27.3M (-$23.0M)
Filed 2026-10-21
Cynosure Group, LLC
DECREASED
Shares35,370 from 36,843
Change-1,473 (-4%)
Value$27.1M (-$503.1K)
Filed 2026-11-03
Bfsg, LLC
DECREASED
Shares35,363 from 36,072
Change-709 (-2%)
Value$27.1M (+$68.8K)
Filed 2026-10-30
Grey Ledge Advisors, LLC
INCREASED
Shares35,137 from 34,273
Change+864 (+3%)
Value$26.9M (+$1.2M)
Filed 2026-11-02
Williams Financial, LLC
INCREASED
Shares34,972 from 34,425
Change+547 (+2%)
Value$26.8M (+$1.0M)
Filed 2026-10-19
BG Investment Services, LLC
INCREASED
Shares34,849 from 18,740
Change+16,109 (+86%)
Value$26.7M (+$12.7M)
Filed 2026-10-23
Summit Wealth Group LLC / Co
INCREASED
Shares34,843 from 9,283
Change+25,560 (+275%)
Value$26.7M (+$19.7M)
Filed 2026-10-29
Oak Barrel Wealth Advisory LLC
INCREASED
Shares34,796 from 34,503
Change+293 (+1%)
Value$26.6M (+$809.8K)
Filed 2026-11-05
CX Institutional
DECREASED
Shares34,570 from 35,282
Change-712 (-2%)
Value$26.5K (+$54)
Filed 2026-10-02
Arvest Investments, Inc.
DECREASED
Shares34,524 from 34,720
Change-196 (-1%)
Value$26.4M (+$439.3K)
Filed 2026-10-21
Willis Johnson Wealth, Inc.
DECREASED
Shares34,477 from 34,525
Change-48 (0%)
Value$26.4M (+$549.4K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares34,177 from 32,139
Change+2,038 (+6%)
Value$26.2M (+$2.1M)
Filed 2026-11-04
Polaris Investment Advisors, LLC
INCREASED
Shares33,954 from 32,049
Change+1,905 (+6%)
Value$26.0M (+$2.0M)
Filed 2026-10-20
Ascentis Independent Advisors
INCREASED
Shares33,795 from 4,972
Change+28,823 (+580%)
Value$25.9M (+$22.2M)
Filed 2026-11-03
4J Wealth Management LLC
DECREASED
Shares33,698 from 34,280
Change-582 (-2%)
Value$25.8M (+$135.6K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
DECREASED
Shares33,682 from 34,743
Change-1,061 (-3%)
Value$25.8M (-$223.0K)
Filed 2026-11-02
Emergent Wealth Advisors, LLC
DECREASED
Shares33,622 from 35,792
Change-2,170 (-6%)
Value$25.7M (-$796.0K)
Filed 2026-10-09
One Wealth Capital Management, LLC
DECREASED
Shares33,611 from 40,140
Change-6,529 (-16%)
Value$25.7M (-$4.3M)
Filed 2026-10-23
Sageworth Trust Co
DECREASED
Shares33,525 from 33,684
Change-159 (0%)
Value$25.7M (+$449.5K)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
DECREASED
Shares33,398 from 33,792
Change-394 (-1%)
Value$25.6M (+$271.4K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares33,329 from 31,893
Change+1,436 (+5%)
Value$25.5M (+$1.6M)
Filed 2026-10-26
ADE, LLC
INCREASED
Shares33,147 from 32,297
Change+850 (+3%)
Value$25.4M (+$1.2M)
Filed 2026-10-29
ALM First Financial Advisors, LLC
INCREASED
Shares33,130 from 23,355
Change+9,775 (+42%)
Value$25.4M (+$7.9M)
Filed 2026-10-13
Caldwell Trust Co
INCREASED
Shares33,100 from 31,504
Change+1,596 (+5%)
Value$25.3M (+$1.8M)
Filed 2026-10-30
Charles Schwab Trust Co
DECREASED
Shares32,913 from 34,973
Change-2,060 (-6%)
Value$25.2M (-$984.5K)
Filed 2026-10-15
Layline Advisors, LLC
DECREASED
Shares32,905 from 33,139
Change-234 (-1%)
Value$25.2M (+$383.3K)
Filed 2026-11-02
CRA Financial Services, LLC
INCREASED
Shares32,830 from 31,388
Change+1,442 (+5%)
Value$25.1M (+$1.6M)
Filed 2026-10-16
YHB Investment Advisors, Inc.
INCREASED
Shares32,743 from 30,863
Change+1,880 (+6%)
Value$25.1M (+$2.0M)
Filed 2026-10-08
Lynch & Associates
DECREASED
Shares32,707 from 32,887
Change-180 (-1%)
Value$25.0M (+$419.3K)
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares32,688 from 33,139
Change-451 (-1%)
Value$25.0M (+$216.6K)
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares32,685 from 25,185
Change+7,500 (+30%)
Value$25.0M (+$6.2M)
Filed 2026-10-07
McAdam, LLC
DECREASED
Shares32,600 from 33,698
Change-1,098 (-3%)
Value$25.0M (-$269.8K)
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares32,473 from 39,149
Change-6,676 (-17%)
Value$24.9M (-$4.4M)
Filed 2026-10-15
Vericrest Private Wealth
DECREASED
Shares32,274 from 33,557
Change-1,283 (-4%)
Value$24.7M (-$413.3K)
Filed 2026-10-21
Cypress Capital Group
DECREASED
Shares32,248 from 32,745
Change-497 (-2%)
Value$24.7M (+$175.1K)
Filed 2026-11-03
Foundry Financial Group, Inc.
INCREASED
Shares32,230 from 31,807
Change+423 (+1%)
Value$24.7M (+$863.4K)
Filed 2026-10-28
Flagstar Securities, Inc
DECREASED
Shares32,170 from 32,275
Change-105 (0%)
Value$24.6M (+$466.0K)
Filed 2026-10-15
WBH Advisory Inc
DECREASED
Shares32,021 from 32,486
Change-465 (-1%)
Value$24.5M (+$195.2K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED
Shares31,977 from 32,056
Change-79 (0%)
Value$24.5M (+$482.9K)
Filed 2026-10-13
Summit Asset Management, LLC
INCREASED
Shares31,927 from 31,893
Change+34 (+0%)
Value$24.5M (+$567.0K)
Filed 2026-11-05
Agur Provident & Training Funds Management LTD
DECREASED
Shares31,800 from 51,800
Change-20,000 (-39%)
Value$243.5K (-$121.5K)
Filed 2026-11-02
Sherman Asset Management, Inc.
DECREASED
Shares31,649 from 31,761
Change-112 (0%)
Value$24.2M (+$452.9K)
Filed 2026-11-05
Bank of New Hampshire
INCREASED
Shares31,620 from 31,088
Change+532 (+2%)
Value$24.2M (+$934.7K)
Filed 2026-10-06
Strategic Blueprint, LLC
INCREASED
Shares31,419 from 29,321
Change+2,098 (+7%)
Value$24.1M (+$2.1M)
Filed 2026-10-22
Kraft, Davis & Associates, LLC
INCREASED
Shares31,415 from 31,045
Change+370 (+1%)
Value$24.2M (+$1.0M)
Filed 2026-10-21
Hemming& Wealth Management, Inc.
INCREASED
Shares31,398 from 31,260
Change+138 (+0%)
Value$24.0M (+$635.1K)
Filed 2026-10-20
Jeter Robert S II
INCREASED
Shares31,384 from 29,063
Change+2,321 (+8%)
Value$24.5M (+$2.5M)
Filed 2026-10-16
Harbor Group, Inc.
DECREASED
Shares31,383 from 31,818
Change-435 (-1%)
Value$24.0M (+$206.4K)
Filed 2026-10-14
Tepp RIA, LLC
DECREASED
Shares31,337 from 34,303
Change-2,966 (-9%)
Value$24.0M (-$1.7M)
Filed 2026-10-14
Chesley Taft & Associates LLC
DECREASED
Shares31,191 from 33,396
Change-2,205 (-7%)
Value$23.9M (-$1.1M)
Filed 2026-10-13
Avaii Wealth Management, LLC
DECREASED
Shares31,186 from 31,467
Change-281 (-1%)
Value$24.1M (+$544.6K)
Filed 2026-10-09
Peoples Bank
INCREASED
Shares31,063 from 26,649
Change+4,414 (+17%)
Value$23.8M (+$3.8M)
Filed 2026-10-26
Associated Banc-Corp
INCREASED
Shares31,054 from 28,794
Change+2,260 (+8%)
Value$23.8M (+$2.2M)
Filed 2026-10-30
Retirement Wealth Solutions LLC
INCREASED
Shares31,007 from 30,361
Change+646 (+2%)
Value$23.7M (+$1.0M)
Filed 2026-10-07
Cadinha & Co LLC
INCREASED
Shares30,962 from 30,840
Change+122 (+0%)
Value$23.7M (+$616.6K)
Filed 2026-10-22
Braeburn Wealth Management LLC
DECREASED
Shares30,924 from 31,112
Change-188 (-1%)
Value$23.7M (+$384.5K)
Filed 2026-10-15
Core Wealth Advisors, LLC
INCREASED
Shares30,833 from 30,708
Change+125 (+0%)
Value$23.6M (+$616.9K)
Filed 2026-11-05
Norden Group LLC
INCREASED
Shares30,820 from 30,098
Change+722 (+2%)
Value$23.6M (+$1.1M)
Filed 2026-10-20
Focused Alpha, LLC
INCREASED
Shares30,789 from 27,433
Change+3,356 (+12%)
Value$23.6M (+$3.0M)
Filed 2026-10-20
Absolute Capital Management, LLC
INCREASED
Shares30,693 from 27,505
Change+3,188 (+12%)
Value$23.5M (+$2.9M)
Filed 2026-10-16
Jcsd Capital, LLC
UNCHANGED
Shares30,450 from 30,450
Change0 (0%)
Value$23.3M (+$516.4K)
Filed 2026-10-16
Trademark Financial Management, LLC
DECREASED
Shares30,281 from 30,642
Change-361 (-1%)
Value$23.2M (+$242.8K)
Filed 2026-10-23
Smith Shellnut Wilson LLC
DECREASED
Shares30,231 from 30,602
Change-371 (-1%)
Value$23.2M (+$235.0K)
Filed 2026-10-21
Waldron Private Wealth LLC
DECREASED
Shares30,125 from 30,770
Change-645 (-2%)
Value$23.1M (+$28.0K)
Filed 2026-11-02
Scissortail Wealth Management, LLC
INCREASED
Shares30,102 from 29,611
Change+491 (+2%)
Value$23.1M (+$878.3K)
Filed 2026-11-03
Cornerstone Planning Group LLC
INCREASED
Shares29,954 from 28,527
Change+1,427 (+5%)
Value$23.4M (+$2.0M)
Filed 2026-10-16
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares29,947 from 29,011
Change+936 (+3%)
Value$22.9M (+$1.2M)
Filed 2026-10-09
Holland Advisory Services, Inc.
DECREASED
Shares29,706 from 31,353
Change-1,647 (-5%)
Value$22.8M (-$729.6K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares29,696 from 29,366
Change+330 (+1%)
Value$22.7M (+$750.1K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares29,635 from 29,757
Change-122 (0%)
Value$22.7M (+$411.3K)
Filed 2026-11-04
Mycio Wealth Partners, LLC
DECREASED
Shares29,407 from 31,261
Change-1,854 (-6%)
Value$22.5M (-$889.8K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares29,401 from 35,502
Change-6,101 (-17%)
Value$22.5K (-$26.6M)
Filed 2026-10-22
Continuum Wealth Advisors, LLC
INCREASED
Shares29,323 from 26,482
Change+2,841 (+11%)
Value$22.5M (+$2.6M)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares29,235 from 31,376
Change-2,141 (-7%)
Value$22.4M (-$1.1M)
Filed 2026-10-29
Outlook Wealth Advisors, LLC
INCREASED
Shares29,181 from 28,200
Change+981 (+3%)
Value$22.3M (+$1.2M)
Filed 2026-10-28
Keenan, LLC
INCREASED
Shares28,642 from 27,115
Change+1,527 (+6%)
Value$21.9M (+$1.6M)
Filed 2026-10-23
NWF Advisory Services Inc.
INCREASED
Shares28,397 from 28,065
Change+332 (+1%)
Value$21.7M (+$729.4K)
Filed 2026-10-19
Retirement Systems of Alabama
DECREASED
Shares28,276 from 28,708
Change-432 (-1%)
Value$21.7M (+$156.0K)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED
Shares28,237 from 28,809
Change-572 (-2%)
Value$21.6M (+$50.6K)
Filed 2026-10-09
Myriad Asset Management Advisors LLC
NEW
Shares28,190
Change+28,190
Value$21.6M
Filed 2026-11-03
Centurion Wealth Management LLC
INCREASED
Shares28,047 from 20,557
Change+7,490 (+36%)
Value$21.5M (+$6.1M)
Filed 2026-10-13
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares27,966 from 27,557
Change+409 (+1%)
Value$21.4M (+$780.3K)
Filed 2026-10-19
Compagnie Lombard Odier SCmA
DECREASED
Shares27,956 from 30,575
Change-2,619 (-9%)
Value$21.4M (-$1.5M)
Filed 2026-11-04
ACT Advisors, Llc.
DECREASED
Shares27,947 from 28,726
Change-779 (-3%)
Value$21.4M (-$109.4K)
Filed 2026-10-15
Beirne Wealth Consulting Services, LLC
INCREASED
Shares27,805 from 27,441
Change+364 (+1%)
Value$21.3M (+$745.5K)
Filed 2026-10-19
Cooper S Advisors, LLC
DECREASED
Shares27,676 from 27,945
Change-269 (-1%)
Value$21.2M (+$268.1K)
Filed 2026-11-03
Arch Global Advisors, LLC
INCREASED
Shares27,619 from 26,286
Change+1,333 (+5%)
Value$21.2M (+$1.5M)
Filed 2026-10-23
Parsons Capital Management Inc
INCREASED
Shares27,595 from 27,575
Change+20 (+0%)
Value$21.1M (+$482.5K)
Filed 2026-10-28
Gainline Financial Partners, LLC
INCREASED
Shares27,553 from 24,119
Change+3,434 (+14%)
Value$21.1M (+$3.0M)
Filed 2026-10-15
Trifecta Capital Advisors, LLC
INCREASED
Shares27,368 from 26,620
Change+748 (+3%)
Value$21.0M (+$1.0M)
Filed 2026-10-21
CWA Asset Management Group, LLC
INCREASED
Shares27,059 from 25,990
Change+1,069 (+4%)
Value$20.7M (+$1.3M)
Filed 2026-10-19
Sima Wealth Partners, LLC
INCREASED
Shares27,025 from 26,925
Change+100 (+0%)
Value$20.7M (+$533.2K)
Filed 2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares27,000 from 27,000
Change0 (0%)
Value$20.2M ($0)
Filed 2026-10-15
Pines Wealth Management, LLC
DECREASED
Shares26,983 from 27,131
Change-148 (-1%)
Value$20.7M (+$346.8K)
Filed 2026-10-21
Wiser Wealth Management, Inc
INCREASED
Shares26,765 from 26,722
Change+43 (+0%)
Value$20.5M (+$486.3K)
Filed 2026-10-14
Acropolis Investment Management, LLC
DECREASED
Shares26,598 from 26,803
Change-205 (-1%)
Value$20.4M (+$298.1K)
Filed 2026-10-08
Elyxium Wealth, LLC
INCREASED
Shares26,566 from 24,041
Change+2,525 (+11%)
Value$20.3M (+$2.3M)
Filed 2026-10-27
Inman Jager Wealth Management, LLC
INCREASED
Shares26,546 from 25,197
Change+1,349 (+5%)
Value$20.3M (+$1.5M)
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
INCREASED
Shares26,466 from 25,907
Change+559 (+2%)
Value$20.3M (+$867.3K)
Filed 2026-10-16
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares26,293 from 26,699
Change-406 (-2%)
Value$20.1M (+$141.3K)
Filed 2026-11-04
Worth Asset Management, LLC
INCREASED
Shares26,117 from 1,783
Change+24,334 (+1365%)
Value$20.0M (+$18.7M)
Filed 2026-10-07
Bigelow Investment Advisors, LLC
DECREASED
Shares25,979 from 26,068
Change-89 (0%)
Value$19.9M (+$373.5K)
Filed 2026-10-13
EPG Wealth Management LLC
DECREASED
Shares25,867 from 25,907
Change-40 (0%)
Value$19.8M (+$408.7K)
Filed 2026-11-03
American National Bank of Texas
INCREASED
Shares25,818 from 25,327
Change+491 (+2%)
Value$19.8M (+$805.6K)
Filed 2026-10-07
Box Hill Private Wealth LLC
INCREASED
Shares25,738 from 22,988
Change+2,750 (+12%)
Value$19.7M (+$2.5M)
Filed 2026-10-05
Montecito Bank & Trust
DECREASED
Shares25,725 from 25,770
Change-45 (0%)
Value$19.7M (+$402.6K)
Filed 2026-10-01
Nordwand Advisors, LLC
INCREASED
Shares25,720 from 25,546
Change+174 (+1%)
Value$19.7M (+$566.5K)
Filed 2026-11-05
Schear Investment Advisers, LLC
NEW
Shares25,638
Change+25,638
Value$19.6M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares25,638 from 24,165
Change+1,473 (+6%)
Value$19.6M (+$1.5M)
Filed 2026-10-14
Breakwater Capital Group
INCREASED
Shares25,609 from 25,487
Change+122 (+0%)
Value$19.6M (+$525.1K)
Filed 2026-10-09
New York Life Investment Management LLC
DECREASED
Shares25,600 from 26,985
Change-1,385 (-5%)
Value$19.6M (-$603.0K)
Filed 2026-11-04
Columbus Macro, LLC
DECREASED
Shares25,578 from 25,616
Change-38 (0%)
Value$19.6M (+$405.7K)
Filed 2026-10-14
Central Trust Co
INCREASED
Shares25,572 from 25,155
Change+417 (+2%)
Value$19.6M (+$746.0K)
Filed 2026-11-05
Secure Asset Management, LLC
INCREASED
Shares25,493 from 24,557
Change+936 (+4%)
Value$19.5M (+$1.1M)
Filed 2026-10-19
Patriot Investment Management Group, Inc.
DECREASED
Shares24,950 from 25,206
Change-256 (-1%)
Value$19.1M (+$231.5K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares24,886 from 28,276
Change-3,390 (-12%)
Value$19.1M (-$2.1M)
Filed 2026-11-04
First National Trust Co
INCREASED
Shares24,827 from 24,257
Change+570 (+2%)
Value$19.0M (+$847.9K)
Filed 2026-10-28
Baring Financial LLC
INCREASED
Shares24,806 from 24,164
Change+642 (+3%)
Value$19.0M (+$901.6K)
Filed 2026-10-07
Harbor Investment Advisory, LLC
DECREASED
Shares24,743 from 24,813
Change-70 (0%)
Value$18.9M (+$367.2K)
Filed 2026-10-13
Beacon Advisors Holdings, LLC
INCREASED
Shares24,515 from 24,178
Change+337 (+1%)
Value$18.8M (+$668.1K)
Filed 2026-10-27
SMI Advisory Services, LLC
INCREASED
Shares24,495 from 24,446
Change+49 (+0%)
Value$19.2M (+$703.4K)
Filed 2026-10-13
ETF Store, Inc.
INCREASED
Shares24,371 from 24,062
Change+309 (+1%)
Value$18.7M (+$644.9K)
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares24,152 from 23,648
Change+504 (+2%)
Value$18.5M (+$787.3K)
Filed 2026-10-20
Meadow Creek Wealth Advisors LLC
INCREASED
Shares24,130 from 22,991
Change+1,139 (+5%)
Value$18.5M (+$1.3M)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares24,059 from 16,826
Change+7,233 (+43%)
Value$18.4M (+$5.8M)
Filed 2026-11-03
Ironwood Wealth Management, Inc.
DECREASED
Shares23,963 from 24,148
Change-185 (-1%)
Value$18.6M (+$392.8K)
Filed 2026-10-14
Anderson Hoagland & Co
INCREASED
Shares23,905 from 23,629
Change+276 (+1%)
Value$18.3M (+$649.5K)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
INCREASED
Shares23,844 from 23,740
Change+104 (+0%)
Value$18.3M (+$482.7K)
Filed 2026-10-15
Hoese & Co LLP
DECREASED
Shares23,840 from 23,906
Change-66 (0%)
Value$18.3M (+$354.7K)
Filed 2026-10-21
Sound Income Strategies, LLC
INCREASED
Shares23,760 from 22,945
Change+815 (+4%)
Value$18.5M (+$1.3M)
Filed 2026-10-09
Parisi Gray Wealth Management
DECREASED
Shares23,599 from 24,135
Change-536 (-2%)
Value$18.1M (-$1.1K)
Filed 2026-10-16
Sapient Capital LLC
DECREASED
Shares23,556 from 32,011
Change-8,455 (-26%)
Value$18.0M (-$5.9M)
Filed 2026-10-08
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares23,488 from 21,272
Change+2,216 (+10%)
Value$18.0M (+$2.1M)
Filed 2026-10-20
Steel Grove Capital Advisors, LLC
DECREASED
Shares23,477 from 23,553
Change-76 (0%)
Value$18.0M (+$341.2K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares23,449 from 23,215
Change+234 (+1%)
Value$18.0M (+$573.5K)
Filed 2026-10-15
Envision Financial LLC
INCREASED
Shares23,331 from 3,690
Change+19,641 (+532%)
Value$2.3M (-$503.1K)
Filed 2026-10-15
Gerald Baker Financial Group LLC
INCREASED
Shares23,303 from 22,718
Change+585 (+3%)
Value$17.8M (+$833.5K)
Filed 2026-10-09
Genesis Private Wealth, LLC
DECREASED
Shares23,193 from 24,321
Change-1,128 (-5%)
Value$17.8M (-$451.4K)
Filed 2026-11-02
DWR Wealth Management, LLC
DECREASED
Shares23,120 from 23,234
Change-114 (0%)
Value$17.7M (+$454.7K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares23,096 from 21,030
Change+2,066 (+10%)
Value$17.7M (+$1.9M)
Filed 2026-10-20
Verum Partners LLC
DECREASED
Shares23,033 from 23,767
Change-734 (-3%)
Value$17.6M (-$159.2K)
Filed 2026-10-21
Omega Financial Group, LLC
DECREASED
Shares22,994 from 23,260
Change-266 (-1%)
Value$17.6M (+$190.8K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares22,912 from 25,392
Change-2,480 (-10%)
Value$17.5M (-$1.5M)
Filed 2026-10-05
PFG Advisors
DECREASED
Shares22,802 from 22,819
Change-17 (0%)
Value$17.5M (+$374.5K)
Filed 2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares22,750 from 41,750
Change-19,000 (-46%)
Value$17.4M (-$13.8M)
Filed 2026-11-03
Advisory Solutions Group, LLC
INCREASED
Shares22,673 from 12,025
Change+10,648 (+89%)
Value$17.4M (+$8.4M)
Filed 2026-10-14
Forbes Financial Planning, Inc.
DECREASED
Shares22,635 from 22,945
Change-310 (-1%)
Value$17.3M (+$151.3K)
Filed 2026-10-23
Avestar Capital, LLC
DECREASED
Shares22,553 from 27,013
Change-4,460 (-17%)
Value$17.3M (-$3.0M)
Filed 2026-10-28
Commonwealth Retirement Investments LLC
INCREASED
Shares22,480 from 13,227
Change+9,253 (+70%)
Value$17.2M (+$7.3M)
Filed 2026-10-26
Motive Wealth Advisors
DECREASED
Shares22,393 from 22,414
Change-21 (0%)
Value$17.1M (+$364.1K)
Filed 2026-10-26
DecisionMap Wealth Management, LLC
INCREASED
Shares22,377 from 21,569
Change+808 (+4%)
Value$17.1M (+$984.8K)
Filed 2026-10-29
MFA Wealth Services
INCREASED
Shares22,209 from 21,704
Change+505 (+2%)
Value$17.0M (+$754.5K)
Filed 2026-10-14
Sound Stewardship, LLC
INCREASED
Shares22,188 from 21,356
Change+832 (+4%)
Value$17.0M (+$999.7K)
Filed 2026-10-14
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares22,143 from 21,819
Change+324 (+1%)
Value$17.0M (+$618.2K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares22,048 from 20,715
Change+1,333 (+6%)
Value$16.9M (+$1.4M)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
INCREASED
Shares22,042 from 18,332
Change+3,710 (+20%)
Value$16.9M (+$3.2M)
Filed 2026-10-29
Greenhouse Wealth Management, LLC
DECREASED
Shares21,963 from 22,130
Change-167 (-1%)
Value$16.8M (+$247.1K)
Filed 2026-10-20
Balefire, LLC
INCREASED
Shares21,828 from 17,608
Change+4,220 (+24%)
Value$16.7M (+$3.5M)
Filed 2026-10-09
GFS Advisors, LLC
INCREASED
Shares21,820 from 21,640
Change+180 (+1%)
Value$16.7M (+$16.5M)
Filed 2026-11-03
Global Wealth Management, LLC
DECREASED
Shares21,755 from 23,345
Change-1,590 (-7%)
Value$16.7M (-$821.7K)
Filed 2026-10-15
Novem Group
INCREASED
Shares21,748 from 20,874
Change+874 (+4%)
Value$16.7M (+$1.0M)
Filed 2026-10-19
Archvest Wealth Advisors, Inc.
INCREASED
Shares21,693 from 20,719
Change+974 (+5%)
Value$16.6M (+$1.1M)
Filed 2026-10-29
ASL Financial, LLC
INCREASED
Shares21,649 from 19,377
Change+2,272 (+12%)
Value$16.6M (+$2.1M)
Filed 2026-10-15
Fusion Capital, LLC
DECREASED
Shares21,646 from 22,272
Change-626 (-3%)
Value$16.6M (-$101.7K)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares21,587 from 22,439
Change-852 (-4%)
Value$16.5M (-$271.7K)
Filed 2026-10-15
Park National Corp
DECREASED
Shares21,562 from 22,006
Change-444 (-2%)
Value$16.5M (+$33.2K)
Filed 2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares21,552 from 20,833
Change+719 (+3%)
Value$16.5M (+$903.8K)
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares21,537 from 20,592
Change+945 (+5%)
Value$16.5M (+$1.1M)
Filed 2026-10-26
Oarsman Capital, Inc.
DECREASED
Shares21,503 from 21,685
Change-182 (-1%)
Value$16.5M (+$228.4K)
Filed 2026-11-05
Sepio Capital, LP
INCREASED
Shares21,487 from 20,923
Change+564 (+3%)
Value$16.5M (+$787.0K)
Filed 2026-10-22
Lakeshore Capital Group, Inc.
DECREASED
Shares21,425 from 21,671
Change-246 (-1%)
Value$16.4M (+$179.1K)
Filed 2026-10-20
Bright Financial Advisors, Inc.
DECREASED
Shares21,337 from 21,424
Change-87 (0%)
Value$16.3M (+$295.2K)
Filed 2026-10-23
Kooman & Associates
INCREASED
Shares21,254 from 21,248
Change+6 (+0%)
Value$16.3M (+$365.4K)
Filed 2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED
Shares21,164 from 21,164
Change0 (0%)
Value$15.8M ($0)
Filed 2026-10-13
TSA Wealth Managment LLC
DECREASED
Shares21,138 from 21,345
Change-207 (-1%)
Value$16.2M (+$203.8K)
Filed 2026-10-22
Post Resch Tallon Group Inc.
INCREASED
Shares21,133 from 20,005
Change+1,128 (+6%)
Value$16.2M (+$1.2M)
Filed 2026-10-09
Objective Capital Management, LLC
INCREASED
Shares21,018 from 20,659
Change+359 (+2%)
Value$16.1M (+$625.3K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares21,004 from 9,151
Change+11,853 (+130%)
Value$16.1M (+$9.3M)
Filed 2026-11-05
Vista Finance, LLC
INCREASED
Shares20,983 from 16,853
Change+4,130 (+25%)
Value$16.1M (+$3.4M)
Filed 2026-10-23
Ted Buchan & Co
INCREASED
Shares20,583 from 20,557
Change+26 (+0%)
Value$15.8M (+$368.9K)
Filed 2026-10-23
Peterson Wealth Advisors, LLC
DECREASED
Shares20,576 from 20,944
Change-368 (-2%)
Value$15.8M (+$73.5K)
Filed 2026-10-08
Chicago Capital, LLC
INCREASED
Shares20,572 from 20,531
Change+41 (+0%)
Value$15.8M (+$379.5K)
Filed 2026-10-13
Telos Capital Management, Inc.
INCREASED
Shares20,450 from 20,277
Change+173 (+1%)
Value$15.7M (+$476.4K)
Filed 2026-11-02
North Star Investment Management Corp.
DECREASED
Shares20,366 from 20,607
Change-241 (-1%)
Value$15.6M (+$164.7K)
Filed 2026-10-27
International Assets Investment Management, LLC
INCREASED
Shares20,119 from 18,942
Change+1,177 (+6%)
Value$15.4M (+$1.2M)
Filed 2026-11-02
Revolve Wealth Partners, LLC
DECREASED
Shares20,102 from 20,525
Change-423 (-2%)
Value$15.4M (+$24.4K)
Filed 2026-10-23
North Berkeley Wealth Management, LLC
INCREASED
Shares20,087 from 18,801
Change+1,286 (+7%)
Value$15.4M (+$1.3M)
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares20,078 from 18,831
Change+1,247 (+7%)
Value$15.4M (+$1.3M)
Filed 2026-10-15
Instrumental Wealth, LLC
INCREASED
Shares20,004 from 19,073
Change+931 (+5%)
Value$15.3M (+$1.0M)
Filed 2026-10-20
Foundation Wealth Management, Llc\pa
DECREASED
Shares19,829 from 23,813
Change-3,984 (-17%)
Value$15.2M (-$2.6M)
Filed 2026-10-14
Precedent Wealth Partners, LLC
INCREASED
Shares19,794 from 19,774
Change+20 (+0%)
Value$15.2M (+$350.7K)
Filed 2026-10-21
Pembroke Management, LTD
DECREASED
Shares19,780 from 20,566
Change-786 (-4%)
Value$15.1M (-$253.2K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares19,671 from 20,306
Change-635 (-3%)
Value$15.1M (-$142.0K)
Filed 2026-10-29
Horst & Graben Wealth Management LLC
INCREASED
Shares19,565 from 18,580
Change+985 (+5%)
Value$15.0M (+$1.1M)
Filed 2026-11-02
Doliver Advisors, LP
DECREASED
Shares19,527 from 21,445
Change-1,918 (-9%)
Value$15.0M (-$1.1M)
Filed 2026-10-01
Sentry LLC
DECREASED
Shares19,491 from 19,936
Change-445 (-2%)
Value$14.9M (-$2.7K)
Filed 2026-10-30
Cornerstone Wealth Partners, LLC
INCREASED
Shares19,469 from 16,875
Change+2,594 (+15%)
Value$14.9M (+$2.3M)
Filed 2026-10-28
Shulman DeMeo Asset Management LLC
DECREASED
Shares19,397 from 19,410
Change-13 (0%)
Value$15.1M (+$559.9K)
Filed 2026-10-09
CrossGen Wealth, LLC
DECREASED
Shares19,216 from 19,739
Change-523 (-3%)
Value$14.7M (-$66.3K)
Filed 2026-10-30
Davenport & Co LLC
DECREASED
Shares19,212 from 19,846
Change-634 (-3%)
Value$14.7M (-$149.0K)
Filed 2026-10-14
Wealth Management Partners, LLC
DECREASED
Shares19,162 from 19,785
Change-623 (-3%)
Value$14.7M (-$141.6K)
Filed 2026-10-21
Williams Jones Wealth Management, Llc.
DECREASED
Shares19,006 from 19,046
Change-40 (0%)
Value$14.6M (+$292.4K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares18,986 from 17,078
Change+1,908 (+11%)
Value$14.8M (+$1.8M)
Filed 2026-10-09
Centennial Wealth Advisory LLC
DECREASED
Shares18,796 from 19,025
Change-229 (-1%)
Value$14.4M (+$146.0K)
Filed 2026-10-16
MidAtlantic Capital Management, Inc.
DECREASED
Shares18,634 from 19,649
Change-1,015 (-5%)
Value$14.3M (-$444.1K)
Filed 2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED
Shares18,594 from 19,184
Change-590 (-3%)
Value$14.2M (-$126.5K)
Filed 2026-10-27
Tanglewood Wealth Management, Inc.
NEW
Shares18,569
Change+18,569
Value$14.2M
Filed 2026-10-23
MinichMacGregor Wealth Management, LLC
INCREASED
Shares18,550 from 18,500
Change+50 (+0%)
Value$14.2M (+$352.3K)
Filed 2026-10-14
Latitude Advisors, LLC
DECREASED
Shares18,525 from 19,210
Change-685 (-4%)
Value$14.2M (-$199.0K)
Filed 2026-10-27
Postrock Partners LLC
DECREASED
Shares18,512 from 18,522
Change-10 (0%)
Value$14.2M (+$306.5K)
Filed 2026-11-02
MBE Wealth Management, LLC
INCREASED
Shares18,432 from 18,305
Change+127 (+1%)
Value$14.1M (+$407.6K)
Filed 2026-10-26
Welch Group, LLC
INCREASED
Shares18,390 from 18,233
Change+157 (+1%)
Value$14.1M (+$429.8K)
Filed 2026-10-29
UMB Private Wealth Management, LLC
NEW
Shares18,388
Change+18,388
Value$14.1M
Filed 2026-10-19
Carnegie Lake Advisors LLC
INCREASED
Shares18,384 from 436
Change+17,948 (+4117%)
Value$333.9K (+$7.4K)
Filed 2026-11-03
Bison Wealth, LLC
INCREASED
Shares18,343 from 17,633
Change+710 (+4%)
Value$14.3M (+$1.0M)
Filed 2026-10-13
Redw Wealth LLC
DECREASED
Shares18,327 from 19,577
Change-1,250 (-6%)
Value$14.0M (-$625.6K)
Filed 2026-11-02
Busey Bank
INCREASED
Shares18,248 from 16,960
Change+1,288 (+8%)
Value$14.0M (+$1.3M)
Filed 2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares18,055 from 18,828
Change-773 (-4%)
Value$13.8M (-$201.9K)
Filed 2026-10-29
Syntax Research, Inc.
DECREASED
Shares17,842 from 18,266
Change-424 (-2%)
Value$13.7M (-$14.7K)
Filed 2026-11-04
Alterna Wealth Management, Inc
INCREASED
Shares17,788 from 11,856
Change+5,932 (+50%)
Value$13.6M (+$4.7M)
Filed 2026-10-27
Trail Ridge Investment Advisors, LLC
INCREASED
Shares17,646 from 17,470
Change+176 (+1%)
Value$13.5M (+$431.1K)
Filed 2026-10-16
4Thought Financial Group Inc.
DECREASED
Shares17,623 from 19,967
Change-2,344 (-12%)
Value$13.5M (-$1.5M)
Filed 2026-11-02
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares17,510 from 17,828
Change-318 (-2%)
Value$13.4M (+$58.8K)
Filed 2026-10-14
Smart Wealth LLC
INCREASED
Shares17,484 from 14,406
Change+3,078 (+21%)
Value$13.4M (+$2.6M)
Filed 2026-11-04
American National Bank & Trust
INCREASED
Shares17,471 from 17,451
Change+20 (+0%)
Value$13.4M (+$311.3K)
Filed 2026-10-07
Bulwark Capital Corp
INCREASED
Shares17,428 from 16,326
Change+1,102 (+7%)
Value$13.3M (+$1.1M)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares17,382 from 17,261
Change+121 (+1%)
Value$13.3M (+$385.5K)
Filed 2026-11-03
Emerald Advisors, LLC
INCREASED
Shares17,369 from 17,224
Change+145 (+1%)
Value$13.3M (+$403.0K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
INCREASED
Shares17,232 from 16,175
Change+1,057 (+7%)
Value$13.2M (+$1.1M)
Filed 2026-10-20
Focus Wealth Advisors, LLC
DECREASED
Shares17,230 from 17,263
Change-33 (0%)
Value$13.2M (+$267.5K)
Filed 2026-10-14
Columbia Bank
INCREASED
Shares17,191 from 17,080
Change+111 (+1%)
Value$13.2M (+$374.7K)
Filed 2026-10-29
Advisory Resource Group
DECREASED
Shares17,172 from 17,909
Change-737 (-4%)
Value$13.2M (-$260.4K)
Filed 2026-10-26
Founders Financial Securities LLC
DECREASED
Shares17,170 from 17,247
Change-77 (0%)
Value$13.1M (+$233.3K)
Filed 2026-10-28
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares17,068 from 17,068
Change0 (0%)
Value$13.1M (+$289.5K)
Filed 2026-10-20
Eagle Strategies LLC
DECREASED
Shares16,952 from 17,298
Change-346 (-2%)
Value$13.0M (+$28.8K)
Filed 2026-10-16
Louisbourg Investments Inc.
DECREASED
Shares16,920 from 17,250
Change-330 (-2%)
Value$13.0M (+$39.8K)
Filed 2026-10-20
Milestone Investment Advisors LLC
INCREASED
Shares16,901 from 16,755
Change+146 (+1%)
Value$12.9M (+$396.0K)
Filed 2026-11-05
Schorn Wealth LLC
INCREASED
Shares16,891 from 14,635
Change+2,256 (+15%)
Value$12.9M (+$2.0M)
Filed 2026-10-14
Blueprint Investment Partners LLC
DECREASED
Shares16,850 from 16,945
Change-95 (-1%)
Value$12.9M (+$214.0K)
Filed 2026-10-28
Verdence Capital Advisors LLC
INCREASED
Shares16,826 from 16,796
Change+30 (+0%)
Value$12.9M (+$308.5K)
Filed 2026-10-26
Prairie Advisory, LLC
INCREASED
Shares16,558 from 7,423
Change+9,135 (+123%)
Value$12.7M (+$7.1M)
Filed 2026-10-19
Abacus Planning Group, Inc.
INCREASED
Shares16,555 from 14,754
Change+1,801 (+12%)
Value$12.7M (+$1.6M)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED
Shares16,519 from 16,384
Change+135 (+1%)
Value$12.8M (+$469.1K)
Filed 2026-10-13
Mechanics Financial Corp
INCREASED
Shares16,513 from 15,650
Change+863 (+6%)
Value$12.6M (+$926.4K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
DECREASED
Shares16,483 from 16,670
Change-187 (-1%)
Value$12.6M (+$139.7K)
Filed 2026-10-13
Zenith Solutions, Inc.
INCREASED
Shares16,474 from 15,850
Change+624 (+4%)
Value$12.6M (+$746.5K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares16,432 from 15,577
Change+855 (+5%)
Value$12.6M (+$725.6K)
Filed 2026-10-26
jvl associates llc
DECREASED
Shares16,423 from 17,402
Change-979 (-6%)
Value$12.6M (-$454.6K)
Filed 2026-10-09
One Day In July LLC
DECREASED
Shares16,381 from 17,579
Change-1,198 (-7%)
Value$12.5M (-$619.4K)
Filed 2026-10-30
XY Planning Network, Inc.
INCREASED
Shares16,308 from 14,106
Change+2,202 (+16%)
Value$12.5M (+$1.9M)
Filed 2026-10-14
Joel Isaacson & Co., LLC
INCREASED
Shares16,085 from 15,057
Change+1,028 (+7%)
Value$12.3M (+$1.0M)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares16,011 from 17,344
Change-1,333 (-8%)
Value$12.3M (-$725.9K)
Filed 2026-10-14
Security National Bank
INCREASED
Shares16,011 from 15,348
Change+663 (+4%)
Value$12.3M (+$768.1K)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares16,005 from 15,195
Change+810 (+5%)
Value$12.5M (+$1.1M)
Filed 2026-10-13
Fortress Financial Solutions, LLC
NEW
Shares15,972
Change+15,972
Value$12.2M
Filed 2026-10-14
Unify Financial Advisors
INCREASED
Shares15,897 from 14,291
Change+1,606 (+11%)
Value$12.2M (+$1.5M)
Filed 2026-11-03
EdgeRock Capital LLC
INCREASED
Shares15,847 from 15,404
Change+443 (+3%)
Value$12.1M (+$600.1K)
Filed 2026-11-03
Ticino Wealth
INCREASED
Shares15,836 from 15,468
Change+368 (+2%)
Value$12.1M (+$544.2K)
Filed 2026-10-13
Solstein Capital, LLC
UNCHANGED
Shares15,798 from 15,798
Change0 (0%)
Value$12.1M (+$267.9K)
Filed 2026-11-02
Platform Technology Partners
DECREASED
Shares15,780 from 15,946
Change-166 (-1%)
Value$12.1M (+$143.0K)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares15,758 from 15,829
Change-71 (0%)
Value$12.1M (+$213.6K)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
DECREASED
Shares15,685 from 15,751
Change-66 (0%)
Value$12.0M (+$216.5K)
Filed 2026-10-30
Chung Wu Investment Group, LLC
DECREASED
Shares15,653 from 15,868
Change-215 (-1%)
Value$12.0M (+$104.5K)
Filed 2026-11-03
Boyd Wealth Management, LLC
DECREASED
Shares15,602 from 15,648
Change-46 (0%)
Value$11.9M (+$230.2K)
Filed 2026-10-20
Riverbend Wealth Management, LLC
INCREASED
Shares15,472 from 13,369
Change+2,103 (+16%)
Value$11.8M (+$1.8M)
Filed 2026-10-15
Keystone Global Partners, LLC
INCREASED
Shares15,463 from 11,987
Change+3,476 (+29%)
Value$11.8M (+$2.9M)
Filed 2026-10-13
Independent Solutions Wealth Management, LLC
INCREASED
Shares15,360 from 15,125
Change+235 (+2%)
Value$11.8M (+$436.5K)
Filed 2026-10-28
First Heartland Consultants, Inc.
DECREASED
Shares15,353 from 17,602
Change-2,249 (-13%)
Value$11.8M (-$1.4M)
Filed 2026-10-08
Carnegie Investment Counsel
DECREASED
Shares15,341 from 15,388
Change-47 (0%)
Value$11.7M (+$225.0K)
Filed 2026-10-20
Mountain Hill Investment Partners Corp.
INCREASED
Shares15,326 from 15,295
Change+31 (+0%)
Value$11.7M (+$283.1K)
Filed 2026-10-23
W Advisors, LLC
INCREASED
Shares15,235 from 14,997
Change+238 (+2%)
Value$11.7M (+$436.6K)
Filed 2026-11-02
Chapin Davis, Inc.
INCREASED
Shares15,207 from 14,991
Change+216 (+1%)
Value$11.6M (+$419.8K)
Filed 2026-10-09
Sugar Maple Asset Management, LLC
INCREASED
Shares15,177 from 14,720
Change+457 (+3%)
Value$11.6M (+$600.2K)
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares14,961 from 13,853
Change+1,108 (+8%)
Value$11.5M (+$1.1M)
Filed 2026-10-08
Gen-Wealth Partners Inc
INCREASED
Shares14,905 from 14,691
Change+214 (+1%)
Value$11.4M (+$412.9K)
Filed 2026-11-04
National Wealth Management Group, LLC
DECREASED
Shares14,866 from 14,888
Change-22 (0%)
Value$11.4M (+$235.7K)
Filed 2026-10-26
Geneva Partners, LLC
INCREASED
Shares14,792 from 14,642
Change+150 (+1%)
Value$11.3M (+$363.4K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED
Shares14,761 from 14,992
Change-231 (-2%)
Value$11.3M (+$77.2K)
Filed 2026-11-04
Montis Financial, LLC
DECREASED
Shares14,714 from 15,098
Change-384 (-3%)
Value$11.3M (-$38.3K)
Filed 2026-11-04
Investment Management Corp
DECREASED
Shares14,634 from 14,716
Change-82 (-1%)
Value$11.2M (+$186.9K)
Filed 2026-11-03
Asset Allocation & Management Company, LLC
UNCHANGED
Shares14,595 from 14,595
Change0 (0%)
Value$11.2K (+$248)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares14,574 from 12,692
Change+1,882 (+15%)
Value$11.2M (+$1.7M)
Filed 2026-11-02
SC&H Financial Advisors, Inc.
DECREASED
Shares14,541 from 15,422
Change-881 (-6%)
Value$11.1M (-$413.6K)
Filed 2026-10-14
Bestgate Wealth Advisors, LLC
INCREASED
Shares14,532 from 9,904
Change+4,628 (+47%)
Value$11.1M (+$3.7M)
Filed 2026-10-13
Calamos Advisors LLC
INCREASED
Shares14,525 from 14,421
Change+104 (+1%)
Value$11.1M (+$324.2K)
Filed 2026-11-02
AMI Investment Management Inc
INCREASED
Shares14,519 from 13,136
Change+1,383 (+11%)
Value$11.1M (+$1.3M)
Filed 2026-10-27
Meridian Financial Advisors, LLC
DECREASED
Shares14,451 from 14,620
Change-169 (-1%)
Value$11.1M (+$118.5K)
Filed 2026-10-14
WPG Advisers, LLC
INCREASED
Shares14,347 from 14,227
Change+120 (+1%)
Value$11.0M (+$333.3K)
Filed 2026-10-27
Successful Portfolios LLC
DECREASED
Shares14,305 from 14,309
Change-4 (0%)
Value$11.1M (+$294.4K)
Filed 2026-10-09
Arrien Investments, Inc.
DECREASED
Shares14,304 from 14,703
Change-399 (-3%)
Value$11.0M (-$56.2K)
Filed 2026-10-30
Apex Wealth Management, LLC
DECREASED
Shares14,276 from 14,431
Change-155 (-1%)
Value$10.9M (+$125.7K)
Filed 2026-10-20
Maseco LLP
DECREASED
Shares14,246 from 15,027
Change-781 (-5%)
Value$10.9M (-$357.3K)
Filed 2026-10-27
waypoint wealth counsel
INCREASED
Shares14,141 from 13,858
Change+283 (+2%)
Value$10.8M (+$451.6K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares14,131 from 12,171
Change+1,960 (+16%)
Value$10.8M (+$1.7M)
Filed 2026-10-13
AWM Capital, LLC
INCREASED
Shares14,109 from 13,545
Change+564 (+4%)
Value$10.8M (+$662.3K)
Filed 2026-10-16
Facet Wealth, Inc.
INCREASED
Shares14,086 from 13,289
Change+797 (+6%)
Value$10.8M (+$835.7K)
Filed 2026-11-04
Marin Bay Wealth Advisors, LLC
DECREASED
Shares14,040 from 14,237
Change-197 (-1%)
Value$10.8M (+$90.4K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares13,976 from 15,560
Change-1,584 (-10%)
Value$10.7M (-$949.2K)
Filed 2026-10-13
Blueprint Financial Advisors LLC
DECREASED
Shares13,948 from 13,991
Change-43 (0%)
Value$10.7M (+$204.0K)
Filed 2026-10-28
BCU Wealth Advisors, LLC
INCREASED
Shares13,928 from 13,727
Change+201 (+1%)
Value$10.7M (+$386.5K)
Filed 2026-10-16
Aprio Wealth Management, LLC
DECREASED
Shares13,925 from 16,306
Change-2,381 (-15%)
Value$10.7M (-$1.5M)
Filed 2026-10-28
Schuylkill Financial LLC
DECREASED
Shares13,921 from 14,627
Change-706 (-5%)
Value$10.7M (-$293.2K)
Filed 2026-10-21
Marathon Strategic Advisors, LLC
DECREASED
Shares13,894 from 14,417
Change-523 (-4%)
Value$10.6M (-$156.0K)
Filed 2026-10-20
Curated Wealth Partners LLC
INCREASED
Shares13,857 from 13,595
Change+262 (+2%)
Value$10.6M (+$431.2K)
Filed 2026-10-15
Quartz Partners, LLC
INCREASED
Shares13,851 from 13,407
Change+444 (+3%)
Value$10.6M (+$566.9K)
Filed 2026-11-03
Riverwater Partners LLC
DECREASED
Shares13,837 from 13,935
Change-98 (-1%)
Value$10.6M (+$161.2K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares13,781 from 11,138
Change+2,643 (+24%)
Value$10.6M (+$2.2M)
Filed 2026-10-26
Two West Capital Advisors LLC
INCREASED
Shares13,741 from 12,819
Change+922 (+7%)
Value$10.5M (+$992.0K)
Filed 2026-10-15
Trust Point Inc.
INCREASED
Shares13,704 from 13,533
Change+171 (+1%)
Value$10.5M (+$360.5K)
Filed 2026-10-27
C2c Wealth Management, LLC
INCREASED
Shares13,683 from 13,614
Change+69 (+1%)
Value$10.5M (+$283.0K)
Filed 2026-10-20
First Bank & Trust
INCREASED
Shares13,668 from 11,562
Change+2,106 (+18%)
Value$10.5M (+$1.8M)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares13,649 from 63,186
Change-49,537 (-78%)
Value$10.5M (-$36.9M)
Filed 2026-10-21
Welch & Forbes LLC
DECREASED
Shares13,645 from 16,765
Change-3,120 (-19%)
Value$10.5M (-$2.1M)
Filed 2026-11-04
Legacy Advisory Services, LLC
INCREASED
Shares13,634 from 8,162
Change+5,472 (+67%)
Value$10.4M (+$4.3M)
Filed 2026-10-20
Barrett & Company, Inc.
INCREASED
Shares13,611 from 12,919
Change+692 (+5%)
Value$10.4M (+$748.9K)
Filed 2026-10-22
Activest Wealth Management
DECREASED
Shares13,576 from 13,590
Change-14 (0%)
Value$10.4M (+$220.0K)
Filed 2026-10-15
S.A. Mason LLC
DECREASED
Shares13,529 from 13,540
Change-11 (0%)
Value$10.4M (+$221.2K)
Filed 2026-10-13
Greenwood Gearhart LLC
DECREASED
Shares13,438 from 13,559
Change-121 (-1%)
Value$10.3M (+$137.7K)
Filed 2026-11-02
Raleigh Capital Management Inc.
INCREASED
Shares13,435 from 13,069
Change+366 (+3%)
Value$10.3M (+$501.7K)
Filed 2026-10-28
Nilsine Partners, LLC
INCREASED
Shares13,415 from 12,993
Change+422 (+3%)
Value$10.3M (+$543.5K)
Filed 2026-11-02
MW Advisory, LLC
INCREASED
Shares13,399 from 11,450
Change+1,949 (+17%)
Value$10.3M (+$1.7M)
Filed 2026-10-19
Basso Capital Management, L.P.
INCREASED
Shares13,391 from 12,717
Change+674 (+5%)
Value$10.3M (+$731.9K)
Filed 2026-10-30
Cutler Investment Counsel LLC
DECREASED
Shares13,377 from 14,234
Change-857 (-6%)
Value$10.2M (-$415.2K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares13,364 from 11,431
Change+1,933 (+17%)
Value$10.2M (+$1.7M)
Filed 2026-10-28
First Growth Capital LLC
INCREASED
Shares13,351 from 13,173
Change+178 (+1%)
Value$10.2M (+$359.1K)
Filed 2026-10-15
Strategy Asset Managers LLC
INCREASED
Shares13,347 from 13,239
Change+108 (+1%)
Value$10.2M (+$306.7K)
Filed 2026-10-14
Lexington Hill Partners, LLC
INCREASED
Shares13,210 from 13,180
Change+30 (+0%)
Value$10.1M (+$246.8K)
Filed 2026-10-13
Hilltop National Bank
DECREASED
Shares13,162 from 13,683
Change-521 (-4%)
Value$10.1M (-$166.9K)
Filed 2026-10-14
Florida Trust Wealth Management Co
INCREASED
Shares13,156 from 9,621
Change+3,535 (+37%)
Value$10.1M (+$2.9M)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares13,138 from 13,303
Change-165 (-1%)
Value$10.1M (+$99.1K)
Filed 2026-11-04
Cosner Financial Group, LLC
DECREASED
Shares13,118 from 13,270
Change-152 (-1%)
Value$10.0M (+$102.1K)
Filed 2026-11-03
Mendota Financial Group, LLC
DECREASED
Shares13,109 from 13,196
Change-87 (-1%)
Value$10.0M (+$157.2K)
Filed 2026-10-07
Purewater Capital LLC
INCREASED
Shares13,095 from 12,910
Change+185 (+1%)
Value$10.0M (+$361.2K)
Filed 2026-10-23
DeLarme Wealth Management, Inc.
INCREASED
Shares13,056 from 12,841
Change+215 (+2%)
Value$10.0M (+$382.7K)
Filed 2026-10-30
Washington Trust Co
INCREASED
Shares12,994 from 12,474
Change+520 (+4%)
Value$10.0M (+$609.8K)
Filed 2026-10-22
King Luther Capital Management Corp
DECREASED
Shares12,967 from 13,493
Change-526 (-4%)
Value$9.9M (-$174.0K)
Filed 2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares12,931 from 14,296
Change-1,365 (-10%)
Value$9.9M (-$803.0K)
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares12,918 from 12,902
Change+16 (+0%)
Value$9.9M (+$231.3K)
Filed 2026-11-03
Gallagher Capital Advisors, LLC
DECREASED
Shares12,914 from 12,967
Change-53 (0%)
Value$9.9M (+$179.4K)
Filed 2026-10-09
Navigoe, LLC
INCREASED
Shares12,903 from 12,752
Change+151 (+1%)
Value$9.9M (+$332.0K)
Filed 2026-11-04
Leuthold Group, LLC
DECREASED
Shares12,829 from 13,036
Change-207 (-2%)
Value$9.8M (+$62.6K)
Filed 2026-11-04
Shoker Investment Counsel, Inc.
DECREASED
Shares12,815 from 13,013
Change-198 (-2%)
Value$9.8M (+$69.9K)
Filed 2026-11-04
Investment Research Partners LLC
DECREASED
Shares12,809 from 12,901
Change-92 (-1%)
Value$9.8M (+$148.5K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares12,787 from 13,074
Change-287 (-2%)
Value$9.8M (+$1.9K)
Filed 2026-10-16
Prudent Man Advisors, LLC
DECREASED
Shares12,744 from 12,854
Change-110 (-1%)
Value$9.8M (+$133.8K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
INCREASED
Shares12,733 from 12,418
Change+315 (+3%)
Value$9.8M (+$451.6K)
Filed 2026-11-05
Canvas Wealth Advisors, LLC
DECREASED
Shares12,710 from 13,883
Change-1,173 (-8%)
Value$9.8M (-$572.5K)
Filed 2026-11-02
West Bancorporation Inc
DECREASED
Shares12,700 from 12,811
Change-111 (-1%)
Value$9.7M (+$132.3K)
Filed 2026-10-29
Pittenger & Anderson Inc
DECREASED
Shares12,661 from 13,473
Change-812 (-6%)
Value$9.7M (-$393.4K)
Filed 2026-11-02
Reality Financial Planning Services, LLC
DECREASED
Shares12,636 from 12,692
Change-56 (0%)
Value$9.7M (+$172.6K)
Filed 2026-11-03
McMill Wealth Management
DECREASED
Shares12,634 from 12,687
Change-53 (0%)
Value$9.7M (+$174.6K)
Filed 2026-11-05
AA Financial Advisors, LLC
INCREASED
Shares12,531 from 9,783
Change+2,748 (+28%)
Value$9.6M (+$2.3M)
Filed 2026-10-19
Wall Capital Group, Inc.
INCREASED
Shares12,519 from 12,314
Change+205 (+2%)
Value$9.6M (+$366.5K)
Filed 2026-10-14
Innovative Wealth Building LLC
INCREASED
Shares12,515 from 11,941
Change+574 (+5%)
Value$9.6M (+$642.5K)
Filed 2026-10-14
Sage Mountain Advisors LLC
DECREASED
Shares12,418 from 12,524
Change-106 (-1%)
Value$9.5M (+$131.2K)
Filed 2026-11-02
Henderson Brothers Financial Partners, LLC
INCREASED
Shares12,415 from 11,872
Change+543 (+5%)
Value$9.5M (+$616.7K)
Filed 2026-11-03
KWB Wealth
DECREASED
Shares12,396 from 12,547
Change-151 (-1%)
Value$9.5M (+$96.6K)
Filed 2026-10-16
First Financial Corp
UNCHANGED
Shares12,380 from 12,380
Change0 (0%)
Value$9.5M (+$210.0K)
Filed 2026-10-13
Vestor Capital, LLC
DECREASED
Shares12,335 from 290,584
Change-278,249 (-96%)
Value$7.5K (-$22.6K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares12,256 from 9,992
Change+2,264 (+23%)
Value$9.4M (+$1.9M)
Filed 2026-11-05
PUREfi Wealth, LLC
INCREASED
Shares12,190 from 11,593
Change+597 (+5%)
Value$9.3M (+$653.9K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares12,182 from 12,305
Change-123 (-1%)
Value$9.3M (+$114.3K)
Filed 2026-10-19
Flower City Capital
DECREASED
Shares12,110 from 12,150
Change-40 (0%)
Value$9.3M (+$175.4K)
Filed 2026-10-15
HighRoad Wealth Advisors, LLC
DECREASED
Shares12,087 from 12,450
Change-363 (-3%)
Value$9.3M (-$67.2K)
Filed 2026-10-14
Strid Group, LLC
INCREASED
Shares12,052 from 8,589
Change+3,463 (+40%)
Value$9.2M (+$2.8M)
Filed 2026-10-28
Index Fund Advisors, Inc.
DECREASED
Shares11,997 from 12,318
Change-321 (-3%)
Value$9.2M (-$36.6K)
Filed 2026-11-05
Stash Investments, LLC
INCREASED
Shares11,993 from 5,046
Change+6,947 (+138%)
Value$9.2M (+$5.4M)
Filed 2026-10-26
Semus Wealth Partners LLC
INCREASED
Shares11,900 from 11,087
Change+813 (+7%)
Value$9.1M (+$810.5K)
Filed 2026-10-22
Jacobi Capital Management LLC
DECREASED
Shares11,836 from 11,877
Change-41 (0%)
Value$9.1M (+$170.3K)
Filed 2026-11-05
KCM Investment Advisors LLC
DECREASED
Shares11,788 from 11,839
Change-51 (0%)
Value$9.0M (+$161.6K)
Filed 2026-10-27
FSM Wealth Advisors, LLC
INCREASED
Shares11,764 from 11,220
Change+544 (+5%)
Value$9.1M (+$741.5K)
Filed 2026-10-27
InTrack Investment Management Inc
DECREASED
Shares11,756 from 12,709
Change-953 (-7%)
Value$9.0M (-$514.2K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED
Shares11,681 from 11,766
Change-85 (-1%)
Value$8.9M (+$134.8K)
Filed 2026-10-19
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares11,669 from 11,379
Change+290 (+3%)
Value$8.9M (+$414.5K)
Filed 2026-10-22
TradeWell Securities, Llc.
DECREASED
Shares11,646 from 11,737
Change-91 (-1%)
Value$8.9M (+$129.2K)
Filed 2026-10-21
Salem Investment Counselors Inc
INCREASED
Shares11,630 from 9,978
Change+1,652 (+17%)
Value$8.9M (+$1.4M)
Filed 2026-10-13
Allodium Investment Consultants, LLC
DECREASED
Shares11,622 from 11,871
Change-249 (-2%)
Value$8.9M (+$10.6K)
Filed 2026-10-14
Wavvest Wealth LLC
NEW
Shares11,611
Change+11,611
Value$8.9M
Filed 2026-10-21
Trust Co of Vermont
DECREASED
Shares11,609 from 12,272
Change-663 (-5%)
Value$8.9M (-$299.6K)
Filed 2026-10-21
Sterling Investment Counsel, LLC
INCREASED
Shares11,585 from 11,581
Change+4 (+0%)
Value$8.9M (+$198.8K)
Filed 2026-10-19
Rede Wealth, LLC
DECREASED
Shares11,581 from 11,666
Change-85 (-1%)
Value$8.9M (+$132.7K)
Filed 2026-10-22
Sterling Financial Planning, Inc.
DECREASED
Shares11,539 from 12,282
Change-743 (-6%)
Value$8.8M (-$360.7K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED
Shares11,517 from 11,979
Change-462 (-4%)
Value$8.8M (-$150.7K)
Filed 2026-10-21
Meridian Financial Partners LLC
DECREASED
Shares11,458 from 11,610
Change-152 (-1%)
Value$8.9M (+$76.9K)
Filed 2026-10-23
Hohimer Wealth Management, LLC
DECREASED
Shares11,450 from 11,604
Change-154 (-1%)
Value$8.8M (+$79.0K)
Filed 2026-11-04
Asempa Wealth Advisors
INCREASED
Shares11,414 from 11,387
Change+27 (+0%)
Value$8.8M (+$231.3K)
Filed 2026-10-07
Maia Wealth LLC
DECREASED
Shares11,393 from 14,689
Change-3,296 (-22%)
Value$8.7M (-$2.3M)
Filed 2026-10-19
MRA Advisory Group
DECREASED
Shares11,372 from 11,504
Change-132 (-1%)
Value$8.7M (+$94.0K)
Filed 2026-10-07
Transcendent Capital Group LLC
DECREASED
Shares11,350 from 12,570
Change-1,220 (-10%)
Value$8.7M (-$721.4K)
Filed 2026-10-28
Wespac Advisors, LLC
INCREASED
Shares11,346 from 7,201
Change+4,145 (+58%)
Value$8.7M (+$3.3M)
Filed 2026-10-26
DKM Wealth Management, Inc.
DECREASED
Shares11,297 from 11,309
Change-12 (0%)
Value$8.7M (+$182.7K)
Filed 2026-10-09
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares11,282 from 11,272
Change+10 (+0%)
Value$8.6M (+$198.6K)
Filed 2026-10-15
TritonPoint Partners, LLC
DECREASED
Shares11,267 from 20,818
Change-9,551 (-46%)
Value$8.6M (-$7.0M)
Filed 2026-11-05
Equity Wealth Partners, LLC
DECREASED
Shares11,212 from 12,428
Change-1,216 (-10%)
Value$8.6M (-$720.4K)
Filed 2026-10-26
Investment Partners, Ltd.
INCREASED
Shares11,174 from 4,984
Change+6,190 (+124%)
Value$8.6M (+$4.8M)
Filed 2026-10-29
AGF Management LTD
DECREASED
Shares11,159 from 12,389
Change-1,230 (-10%)
Value$8.5M (-$731.9K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares11,131 from 11,292
Change-161 (-1%)
Value$8.5M (+$71.0K)
Filed 2026-10-29
Triumph Capital Management
INCREASED
Shares11,080 from 10,923
Change+157 (+1%)
Value$8.5M (+$305.2K)
Filed 2026-10-14
Burke & Herbert Bank & Trust Co
DECREASED
Shares11,047 from 11,706
Change-659 (-6%)
Value$8.5M (-$306.2K)
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares11,003 from 11,017
Change-14 (0%)
Value$8.4M (+$175.7K)
Filed 2026-10-28
Cassilly Financial Group LLC
INCREASED
Shares10,995 from 7,322
Change+3,673 (+50%)
Value$8.4M (+$2.9M)
Filed 2026-10-07
Wilkins Miller Wealth Management, LLC
DECREASED
Shares10,981 from 11,046
Change-65 (-1%)
Value$8.4M (+$137.6K)
Filed 2026-10-13
PFS Partners, LLC
DECREASED
Shares10,896 from 10,949
Change-53 (0%)
Value$8.3M (+$144.7K)
Filed 2026-10-21
SFE Investment Counsel
DECREASED
Shares10,856 from 10,876
Change-20 (0%)
Value$8.3M (+$169.1K)
Filed 2026-10-29
Fidato Wealth LLC
DECREASED
Shares10,797 from 10,890
Change-93 (-1%)
Value$8.3M (+$113.5K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED
Shares10,787 from 10,776
Change+11 (+0%)
Value$8.3M (+$191.3K)
Filed 2026-10-08
Aletheian Wealth Advisors LLC
DECREASED
Shares10,785 from 10,932
Change-147 (-1%)
Value$8.3M (+$72.8K)
Filed 2026-10-08
NovaPoint Capital, LLC
INCREASED
Shares10,780 from 10,012
Change+768 (+8%)
Value$8.3M (+$758.0K)
Filed 2026-10-22
Yelin Lapidot Holdings Management Ltd.
INCREASED
Shares10,768 from 10,721
Change+47 (+0%)
Value$8.2M (+$217.8K)
Filed 2026-10-26
Interchange Capital Partners, LLC
DECREASED
Shares10,752 from 10,882
Change-130 (-1%)
Value$8.2M (+$78.9K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
DECREASED
Shares10,734 from 10,813
Change-79 (-1%)
Value$8.2M (+$122.9K)
Filed 2026-10-21
Smithbridge Asset Management Inc
INCREASED
Shares10,592 from 2,216
Change+8,376 (+378%)
Value$8.1M (+$6.5M)
Filed 2026-10-19
J.M. Arbour, LLC
DECREASED
Shares10,576 from 10,611
Change-35 (0%)
Value$8.1M (+$152.6K)
Filed 2026-11-05
ZWJ Investment Counsel Inc
INCREASED
Shares10,474 from 6,107
Change+4,367 (+72%)
Value$8.0M (+$3.4M)
Filed 2026-10-15
Y.D. More Investments Ltd
DECREASED
Shares10,472 from 16,287
Change-5,815 (-36%)
Value$8.0M (-$4.2M)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
INCREASED
Shares10,432 from 10,285
Change+147 (+1%)
Value$8.0M (+$287.0K)
Filed 2026-11-03
Allen Capital Group, LLC
INCREASED
Shares10,431 from 10,418
Change+13 (+0%)
Value$8.0M (+$186.4K)
Filed 2026-10-27
Stone Summit Wealth LLC
DECREASED
Shares10,371 from 10,928
Change-557 (-5%)
Value$7.9M (-$241.2K)
Filed 2026-10-14
United Community Bank
DECREASED
Shares10,370 from 11,121
Change-751 (-7%)
Value$7.9M (-$386.5K)
Filed 2026-10-28
Symphony Financial, Ltd. Co.
DECREASED
Shares10,349 from 17,999
Change-7,650 (-42%)
Value$8.0M (-$5.5M)
Filed 2026-10-22
Mosley Wealth Management
DECREASED
Shares10,302 from 10,490
Change-188 (-2%)
Value$8.0M (+$130.2K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED
Shares10,285 from 10,342
Change-57 (-1%)
Value$7.9M (+$131.7K)
Filed 2026-10-29
Ridgecrest Wealth Partners, LLC
INCREASED
Shares10,264 from 9,999
Change+265 (+3%)
Value$7.9M (+$372.6K)
Filed 2026-10-19
Milestone Asset Management, LLC
DECREASED
Shares10,255 from 18,751
Change-8,496 (-45%)
Value$7.9M (-$6.2M)
Filed 2026-10-15
Baldwin Wealth Partners LLC
DECREASED
Shares10,203 from 10,837
Change-634 (-6%)
Value$7.8M (-$301.8K)
Filed 2026-10-13
Mogy Joel R Investment Counsel Inc
INCREASED
Shares10,184 from 5,229
Change+4,955 (+95%)
Value$7.8M (+$3.9M)
Filed 2026-10-13
Annex Advisory Services, LLC
INCREASED
Shares10,170 from 9,563
Change+607 (+6%)
Value$7.8M (+$626.9K)
Filed 2026-10-16
Johnson Financial Group, LLC
DECREASED
Shares10,166 from 10,756
Change-590 (-5%)
Value$7.8M (-$269.2K)
Filed 2026-11-03
Magnus Financial Group LLC
INCREASED
Shares10,165 from 9,261
Change+904 (+10%)
Value$7.8M (+$849.6K)
Filed 2026-10-21
Wincap Financial LLC
INCREASED
Shares10,150 from 9,798
Change+352 (+4%)
Value$7.8M (+$436.4K)
Filed 2026-10-20
Encompass Wealth Advisors, LLC
INCREASED
Shares10,142 from 5,217
Change+4,925 (+94%)
Value$7.8M (+$3.9M)
Filed 2026-10-15
Power Wealth Management LLC
INCREASED
Shares10,096 from 9,846
Change+250 (+3%)
Value$7.7M (+$358.5K)
Filed 2026-10-27
PCG Asset Management, LLC
INCREASED
Shares10,053 from 594
Change+9,459 (+1592%)
Value$7.7M (+$7.3M)
Filed 2026-11-05
Waters Parkerson & Co., LLC
DECREASED
Shares9,949 from 10,417
Change-468 (-4%)
Value$7.6M (-$181.7K)
Filed 2026-11-04
Daymark Wealth Partners, LLC
INCREASED
Shares9,946 from 9,476
Change+470 (+5%)
Value$7.6M (+$520.6K)
Filed 2026-11-04
Firethorn Wealth Partners, LLC
DECREASED
Shares9,938 from 10,267
Change-329 (-3%)
Value$7.6M (-$77.4K)
Filed 2026-10-14
Steph & Co
DECREASED
Shares9,930 from 11,616
Change-1,686 (-15%)
Value$7.6M (-$1.1M)
Filed 2026-10-07
Verity Asset Management, Inc.
INCREASED
Shares9,918 from 9,443
Change+475 (+5%)
Value$7.6M (+$520.8K)
Filed 2026-10-30
KDK Private Wealth Management, LLC
INCREASED
Shares9,917 from 9,879
Change+38 (+0%)
Value$7.6M (+$197.6K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
DECREASED
Shares9,790 from 9,897
Change-107 (-1%)
Value$7.5M (+$85.9K)
Filed 2026-10-14
Patten Group, Inc.
DECREASED
Shares9,783 from 10,473
Change-690 (-7%)
Value$7.5M (-$350.6K)
Filed 2026-10-26
Tctc Holdings, LLC
INCREASED
Shares9,770 from 9,282
Change+488 (+5%)
Value$7.5M (+$531.2K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares9,747 from 8,690
Change+1,057 (+12%)
Value$7.5M (+$956.9K)
Filed 2026-10-27
Brady Family Wealth, LLC
INCREASED
Shares9,724 from 9,715
Change+9 (+0%)
Value$7.4M (+$172.1K)
Filed 2026-11-02
Banque Pictet & CIE SA
DECREASED
Shares9,722 from 10,032
Change-310 (-3%)
Value$7.4M (-$67.3K)
Filed 2026-10-16
Burney Co/
INCREASED
Shares9,705 from 9,472
Change+233 (+2%)
Value$7.4M (+$339.5K)
Filed 2026-10-15
Variant Private Wealth, LLC
DECREASED
Shares9,697 from 9,735
Change-38 (0%)
Value$7.4M (+$135.8K)
Filed 2026-10-21
Black Diamond Financial, LLC
INCREASED
Shares9,683 from 9,428
Change+255 (+3%)
Value$7.4M (+$355.2K)
Filed 2026-10-26
James J. Burns & Company, LLC
INCREASED
Shares9,670 from 8,752
Change+918 (+10%)
Value$7.4M (+$852.0K)
Filed 2026-10-22
Lake Street Private Wealth, LLC
INCREASED
Shares9,626 from 9,505
Change+121 (+1%)
Value$7.4M (+$253.0K)
Filed 2026-10-22
Landmark Wealth Management, LLC
DECREASED
Shares9,475 from 9,785
Change-310 (-3%)
Value$7.3M (-$71.2K)
Filed 2026-11-03
Journey Advisory Group, LLC
INCREASED
Shares9,448 from 8,676
Change+772 (+9%)
Value$7.2M (+$738.0K)
Filed 2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares9,385 from 9,499
Change-114 (-1%)
Value$7.2M (+$73.8K)
Filed 2026-10-09
Compass Ion Advisors, LLC
DECREASED
Shares9,337 from 9,363
Change-26 (0%)
Value$7.2M (+$138.8K)
Filed 2026-10-23
Kestra Investment Management, LLC
DECREASED
Shares9,303 from 9,837
Change-534 (-5%)
Value$7.1M (-$242.0K)
Filed 2026-11-04
Rockwood Wealth Management, LLC
INCREASED
Shares9,296 from 8,273
Change+1,023 (+12%)
Value$7.1M (+$923.8K)
Filed 2026-10-27
Selective Wealth Management, Inc.
DECREASED
Shares9,255 from 9,468
Change-213 (-2%)
Value$7.2M (+$104.3K)
Filed 2026-10-16
Marathon Wealth Advisors LLC
INCREASED
Shares9,244 from 8,418
Change+826 (+10%)
Value$7.1M (+$775.5K)
Filed 2026-11-04
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares9,242 from 9,331
Change-89 (-1%)
Value$7.1M (+$90.1K)
Filed 2026-11-03
Cassia Capital Partners, LLC
DECREASED
Shares9,221 from 9,892
Change-671 (-7%)
Value$7.1M (-$346.1K)
Filed 2026-11-04
Camden National Bank
DECREASED
Shares9,190 from 9,279
Change-89 (-1%)
Value$7.0M (+$89.2K)
Filed 2026-11-02
Obermeyer Wealth Partners
INCREASED
Shares9,157 from 9,061
Change+96 (+1%)
Value$7.0M (+$227.2K)
Filed 2026-10-21
Curat Global, LLC
DECREASED
Shares9,146 from 9,487
Change-341 (-4%)
Value$7.0M (+$1.1M)
Filed 2026-10-26
Jamison Private Wealth Management, Inc.
DECREASED
Shares9,138 from 9,157
Change-19 (0%)
Value$7.0M (+$140.9K)
Filed 2026-10-14
Guyasuta Investment Advisors Inc
DECREASED
Shares9,125 from 9,255
Change-130 (-1%)
Value$7.0M (+$57.4K)
Filed 2026-10-15
Portside Wealth Group, LLC
INCREASED
Shares9,086 from 6,817
Change+2,269 (+33%)
Value$7.0M (+$1.9M)
Filed 2026-10-20
West Branch Capital LLC
DECREASED
Shares9,084 from 9,179
Change-95 (-1%)
Value$7.0M (+$83.2K)
Filed 2026-10-20
Trust Co
DECREASED
Shares9,053 from 9,130
Change-77 (-1%)
Value$6.9M (+$95.9K)
Filed 2026-10-09
OceanIQ Capital, LLC
INCREASED
Shares8,981 from 8,416
Change+565 (+7%)
Value$7.0M (+$502.7K)
Filed 2026-10-19
Parkside Financial Bank & Trust
DECREASED
Shares8,979 from 9,320
Change-341 (-4%)
Value$6.9M (-$103.1K)
Filed 2026-10-27
Bluedoor Private Wealth, LLC
UNCHANGED
Shares8,978 from 8,978
Change0 (0%)
Value$6.9M (+$152.5K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED
Shares8,902 from 10,066
Change-1,164 (-12%)
Value$6.8M (-$720.6K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares8,902 from 8,902
Change0 (0%)
Value$6.7M ($0)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares8,873 from 8,149
Change+724 (+9%)
Value$6.8M (+$692.3K)
Filed 2026-11-03
GSG Advisors LLC
DECREASED
Shares8,853 from 8,907
Change-54 (-1%)
Value$6.8M (+$109.8K)
Filed 2026-11-03
Forum Financial Management, LP
INCREASED
Shares8,851 from 8,501
Change+350 (+4%)
Value$6.8M (+$412.0K)
Filed 2026-10-16
Forte Asset Management LLC
INCREASED
Shares8,845 from 8,791
Change+54 (+1%)
Value$6.8M (+$190.5K)
Filed 2026-10-13
Defined Wealth Management, LLC
UNCHANGED
Shares8,827 from 8,827
Change0 (0%)
Value$6.8M (+$149.7K)
Filed 2026-10-19
Sunburst Financial Group, LLC
DECREASED
Shares8,764 from 9,009
Change-245 (-3%)
Value$6.7M (-$34.8K)
Filed 2026-10-09
Essential Planning, Llc.
DECREASED
Shares8,729 from 9,064
Change-335 (-4%)
Value$6.7M (-$102.8K)
Filed 2026-10-21
Cooper Financial Group
DECREASED
Shares8,729 from 8,739
Change-10 (0%)
Value$6.7M (+$141.1K)
Filed 2026-10-07
Opulen Financial Group LLC
INCREASED
Shares8,690 from 8,660
Change+30 (+0%)
Value$6.7M (+$169.9K)
Filed 2026-10-22
United Advisor Group, LLC
INCREASED
Shares8,675 from 5,733
Change+2,942 (+51%)
Value$6.6M (+$2.4M)
Filed 2026-11-03
First Business Financial Services, Inc.
INCREASED
Shares8,660 from 8,639
Change+21 (+0%)
Value$6.6M (+$162.6K)
Filed 2026-10-29
Affiance Financial, LLC
DECREASED
Shares8,659 from 8,781
Change-122 (-1%)
Value$6.6M (+$55.4K)
Filed 2026-10-15
Kennicott Capital Management LLC
INCREASED
Shares8,658 from 8,644
Change+14 (+0%)
Value$6.6M (+$156.9K)
Filed 2026-10-16
Carret Asset Management, LLC
INCREASED
Shares8,641 from 8,319
Change+322 (+4%)
Value$6.6M (+$388.0K)
Filed 2026-11-04
Gilliland Jeter Wealth Management LLC
INCREASED
Shares8,620 from 8,312
Change+308 (+4%)
Value$6.6M (+$376.8K)
Filed 2026-10-28
Morling Financial Advisors, LLC
INCREASED
Shares8,598 from 8,180
Change+418 (+5%)
Value$6.6M (+$459.0K)
Filed 2026-10-28
WealthSpring Partners, LLC
DECREASED
Shares8,565 from 12,348
Change-3,783 (-31%)
Value$6.6M (-$2.7M)
Filed 2026-10-14
Kwmg, LLC
INCREASED
Shares8,543 from 8,469
Change+74 (+1%)
Value$6.5M (+$200.3K)
Filed 2026-10-07
Nicholas Hoffman & Company, Llc.
DECREASED
Shares8,542 from 8,561
Change-19 (0%)
Value$6.5M (+$130.8K)
Filed 2026-10-30
Stockman Wealth Management, Inc.
DECREASED
Shares8,518 from 9,207
Change-689 (-7%)
Value$6.5M (-$371.5K)
Filed 2026-10-27
Truefg, LLC
DECREASED
Shares8,444 from 8,605
Change-161 (-2%)
Value$6.5M (+$22.5K)
Filed 2026-10-15
Leo Wealth, LLC
NEW
Shares8,421
Change+8,421
Value$6.4M
Filed 2026-10-26
Gateway Investment Advisers LLC
INCREASED
Shares8,417 from 6,089
Change+2,328 (+38%)
Value$6.4M (+$1.9M)
Filed 2026-10-13
St. Johns Investment Management Company, LLC
DECREASED
Shares8,413 from 8,426
Change-13 (0%)
Value$6.4M (+$133.0K)
Filed 2026-10-30
Lighthouse Financial LLC
DECREASED
Shares8,405 from 14,742
Change-6,337 (-43%)
Value$6.4M (-$4.6M)
Filed 2026-10-23
Colony Family Offices, LLC
UNCHANGED
Shares8,377 from 8,377
Change0 (0%)
Value$6.4M (+$142.1K)
Filed 2026-10-22
First Premier Bank
UNCHANGED
Shares8,376 from 8,376
Change0 (0%)
Value$6.4K (+$142)
Filed 2026-10-13
Arista Wealth Management, LLC
UNCHANGED
Shares8,360 from 8,360
Change0 (0%)
Value$6.4M (+$141.8K)
Filed 2026-10-29
Accelerate Investment Advisors LLC
DECREASED
Shares8,312 from 12,427
Change-4,115 (-33%)
Value$6.4M (-$2.9M)
Filed 2026-11-02
LVZ, Inc.
DECREASED
Shares8,310 from 8,927
Change-617 (-7%)
Value$6.4M (-$320.9K)
Filed 2026-10-20
Mccarter Private Wealth Services LLC
DECREASED
Shares8,293 from 9,117
Change-824 (-9%)
Value$6.4M (-$476.4K)
Filed 2026-10-22
Traynor Capital Management, Inc.
DECREASED
Shares8,290 from 8,664
Change-374 (-4%)
Value$6.3M (-$139.6K)
Filed 2026-10-29
Patten & Patten Inc
INCREASED
Shares8,258 from 8,177
Change+81 (+1%)
Value$6.3M (+$200.9K)
Filed 2026-10-26
Idaho Trust Co
DECREASED
Shares8,226 from 8,638
Change-412 (-5%)
Value$6.3M (-$169.1K)
Filed 2026-11-04
Illinois Municipal Retirement Fund
DECREASED
Shares8,200 from 19,250
Change-11,050 (-57%)
Value$6.3M (-$8.1M)
Filed 2026-11-05
Smith Thornton Advisors LLC
INCREASED
Shares8,197 from 8,043
Change+154 (+2%)
Value$6.3M (+$224.2K)
Filed 2026-10-16
Americana Partners, LLC
INCREASED
Shares8,183 from 7,628
Change+555 (+7%)
Value$6.3M (+$553.9K)
Filed 2026-10-28
Essex Bank
DECREASED
Shares8,178 from 8,236
Change-58 (-1%)
Value$6.3M (+$95.2K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
DECREASED
Shares8,175 from 11,388
Change-3,213 (-28%)
Value$6.3M (-$2.3M)
Filed 2026-10-09
Sprinkle Financial Consultants LLC
DECREASED
Shares8,146 from 8,151
Change-5 (0%)
Value$6.2M (+$134.2K)
Filed 2026-10-09
Bear Mountain Capital, Inc.
UNCHANGED
Shares8,143 from 8,143
Change0 (0%)
Value$6.2M (+$94.1K)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares8,112 from 3,214
Change+4,898 (+152%)
Value$6.2M (+$3.8M)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares8,106 from 7,859
Change+247 (+3%)
Value$6.2M (+$322.5K)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
INCREASED
Shares8,076 from 7,948
Change+128 (+2%)
Value$6.2M (+$233.1K)
Filed 2026-10-27
Almanack Investment Partners, Llc.
INCREASED
Shares8,045 from 7,333
Change+712 (+10%)
Value$6.2M (+$669.7K)
Filed 2026-11-03
Atlas Brown,Inc.
INCREASED
Shares8,002 from 7,593
Change+409 (+5%)
Value$6.1M (+$442.1K)
Filed 2026-10-09
Rinkey Investments
INCREASED
Shares7,993 from 7,831
Change+162 (+2%)
Value$6.1M (+$256.9K)
Filed 2026-10-28
Milestone Asset Management Group, LLC
INCREASED
Shares7,964 from 7,876
Change+88 (+1%)
Value$6.1M (+$200.7K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
DECREASED
Shares7,957 from 8,052
Change-95 (-1%)
Value$6.1M (+$63.8K)
Filed 2026-11-02
Northland Securities, Inc.
UNCHANGED
Shares7,953 from 7,953
Change0 (0%)
Value$6.1M (+$134.9K)
Filed 2026-11-02
Sage Financial Group Inc
INCREASED
Shares7,885 from 7,804
Change+81 (+1%)
Value$6.0M (+$193.9K)
Filed 2026-10-27
Quadrant Private Wealth Management, LLC
NEW
Shares7,876
Change+7,876
Value$6.0M
Filed 2026-11-04
ATX Financial Planning, LLC
DECREASED
Shares7,864 from 8,239
Change-375 (-5%)
Value$6.0M (-$147.3K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares7,858 from 3,384
Change+4,474 (+132%)
Value$6.0M (+$3.5M)
Filed 2026-10-29
Macroview Investment Management LLC
INCREASED
Shares7,834 from 7,696
Change+138 (+2%)
Value$6.0M (+$236.4K)
Filed 2026-10-26
Mitchell Capital Management Co
INCREASED
Shares7,826 from 7,745
Change+81 (+1%)
Value$6.0M (+$193.4K)
Filed 2026-10-29
ADG Wealth Management Group, LLC
INCREASED
Shares7,825 from 7,747
Change+78 (+1%)
Value$6.0M (+$190.7K)
Filed 2026-10-23
Trust Co of the South
UNCHANGED
Shares7,776 from 7,776
Change0 (0%)
Value$6.0M (+$131.9K)
Filed 2026-10-21
University of Texas S AM Investment Management Co
UNCHANGED
Shares7,763 from 7,763
Change0 (0%)
Value$5.9M (+$131.7K)
Filed 2026-11-03
Reflection Asset Management
INCREASED
Shares7,756 from 7,639
Change+117 (+2%)
Value$5.9M (+$218.9K)
Filed 2026-10-28
Schmidt P J Investment Management Inc
INCREASED
Shares7,741 from 7,650
Change+91 (+1%)
Value$5.9M (+$198.9K)
Filed 2026-11-02
Mezzasalma Advisors, LLC
INCREASED
Shares7,732 from 6,401
Change+1,331 (+21%)
Value$5.9M (+$1.1M)
Filed 2026-10-14
Infinity Wealth Counsel, LLC
INCREASED
Shares7,723 from 7,486
Change+237 (+3%)
Value$5.9M (+$308.5K)
Filed 2026-10-15
Straight Path Wealth Management
INCREASED
Shares7,721 from 7,400
Change+321 (+4%)
Value$5.9M (+$371.4K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares7,715 from 3,588
Change+4,127 (+115%)
Value$5.9M (+$3.2M)
Filed 2026-11-05
Avail Investment Partners, LLC
INCREASED
Shares7,673 from 7,590
Change+83 (+1%)
Value$5.9M (+$192.4K)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
DECREASED
Shares7,626 from 7,635
Change-9 (0%)
Value$5.8M (+$68.3K)
Filed 2026-11-02
Copper Harbor Investment Advisors, LLC
DECREASED
Shares7,582 from 8,440
Change-858 (-10%)
Value$5.8M (-$514.1K)
Filed 2026-10-16
Financial Council, LLC
DECREASED
Shares7,575 from 8,121
Change-546 (-7%)
Value$5.8M (-$280.5K)
Filed 2026-11-02
Stegner Investment Associates Inc.
DECREASED
Shares7,536 from 7,563
Change-27 (0%)
Value$5.8M (+$107.6K)
Filed 2026-10-15
Aufman Associates Inc
DECREASED
Shares7,504 from 7,666
Change-162 (-2%)
Value$5.7M (+$5.4K)
Filed 2026-11-04
Juncture Wealth Strategies, LLC
INCREASED
Shares7,464 from 7,403
Change+61 (+1%)
Value$5.7M (+$172.3K)
Filed 2026-10-06
Cornerstone Partners Capital Management, LLC
INCREASED
Shares7,457 from 6,571
Change+886 (+13%)
Value$5.7M (+$790.0K)
Filed 2026-11-04
Ipswich Investment Management Co., Inc.
INCREASED
Shares7,456 from 6,976
Change+480 (+7%)
Value$5.7M (+$485.9K)
Filed 2026-10-13
Tufton Capital Management
INCREASED
Shares7,456 from 7,448
Change+8 (+0%)
Value$5.7K (-$5.6M)
Filed 2026-10-20
Armbruster Capital Management, Inc.
DECREASED
Shares7,454 from 7,548
Change-94 (-1%)
Value$5.7M (+$56.0K)
Filed 2026-10-19
Quad-Cities Investment Group, LLC
DECREASED
Shares7,431 from 7,694
Change-263 (-3%)
Value$5.7M (-$71.2K)
Filed 2026-10-16
Independence Bank of Kentucky
INCREASED
Shares7,431 from 7,196
Change+235 (+3%)
Value$5.7M (+$302.0K)
Filed 2026-10-26
Greenspring Advisors, LLC
INCREASED
Shares7,420 from 3,710
Change+3,710 (+100%)
Value$5.7M (+$2.9M)
Filed 2026-11-05
One Way Holdings LLC
INCREASED
Shares7,405 from 6,409
Change+996 (+16%)
Value$5.7M (+$871.5K)
Filed 2026-10-29
Davidson Trust Co
INCREASED
Shares7,400 from 7,278
Change+122 (+2%)
Value$5.7M (+$216.7K)
Filed 2026-10-09
Crusonia Wealth Advisors LLC
DECREASED
Shares7,398 from 7,464
Change-66 (-1%)
Value$5.7M (+$76.3K)
Filed 2026-10-26
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares7,390 from 7,394
Change-4 (0%)
Value$5.7M (+$121.9K)
Filed 2026-10-19
Kathmere Capital Management, LLC
INCREASED
Shares7,368 from 7,272
Change+96 (+1%)
Value$5.6M (+$197.4K)
Filed 2026-10-20
Piedmont Capital Management, LLC
INCREASED
Shares7,339 from 7,325
Change+14 (+0%)
Value$5.6M (+$135.0K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
DECREASED
Shares7,334 from 7,722
Change-388 (-5%)
Value$5.6M (-$166.2K)
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
INCREASED
Shares7,330 from 7,284
Change+46 (+1%)
Value$5.6M (+$159.4K)
Filed 2026-10-27
Arlington Trust Co LLC
INCREASED
Shares7,328 from 7,136
Change+192 (+3%)
Value$5.6M (+$268.1K)
Filed 2026-10-20
TrustBank
INCREASED
Shares7,310 from 1,894
Change+5,416 (+286%)
Value$5.6M (+$4.2M)
Filed 2026-10-20
Howard Financial Services, Ltd.
INCREASED
Shares7,307 from 7,299
Change+8 (+0%)
Value$5.6M (+$130.0K)
Filed 2026-10-15
Marietta Wealth Management, LLC
INCREASED
Shares7,298 from 7,272
Change+26 (+0%)
Value$5.6M (+$196.1K)
Filed 2026-10-22
Sunpointe, LLC
DECREASED
Shares7,279 from 7,299
Change-20 (0%)
Value$5.6M (+$108.5K)
Filed 2026-10-22
SeaBridge Investment Advisors LLC
INCREASED
Shares7,274 from 6,931
Change+343 (+5%)
Value$5.6M (+$380.2K)
Filed 2026-11-02
Stage Harbor Financial, LLC
INCREASED
Shares7,263 from 7,188
Change+75 (+1%)
Value$5.6M (+$179.0K)
Filed 2026-11-03
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares7,239 from 7,239
Change0 (0%)
Value$5.5M (+$122.8K)
Filed 2026-10-30
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares7,221 from 7,353
Change-132 (-2%)
Value$5.5M (+$23.5K)
Filed 2026-10-27
Plancorp, LLC
INCREASED
Shares7,208 from 3,467
Change+3,741 (+108%)
Value$5.5M (+$2.9M)
Filed 2026-11-03
L.K. Benson & Company, P.C.
INCREASED
Shares7,200 from 5,947
Change+1,253 (+21%)
Value$5.5M (+$1.1M)
Filed 2026-10-23
Cove Private Wealth, LLC
INCREASED
Shares7,061 from 6,284
Change+777 (+12%)
Value$5.4M (+$701.6K)
Filed 2026-10-28
New England Private Wealth Advisors LLC
INCREASED
Shares7,019 from 6,920
Change+99 (+1%)
Value$5.4M (+$238.9K)
Filed 2026-10-19
Rockland Trust Co
DECREASED
Shares6,970 from 7,004
Change-34 (0%)
Value$5.3M (+$92.7K)
Filed 2026-10-05
McNaughton Wealth Management, LLC
DECREASED
Shares6,933 from 6,957
Change-24 (0%)
Value$5.3M (+$100.0K)
Filed 2026-10-09
Foresight Capital Management Advisors, Inc.
DECREASED
Shares6,917 from 7,087
Change-170 (-2%)
Value$5.3M (-$10.7K)
Filed 2026-10-27
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares6,897 from 7,033
Change-136 (-2%)
Value$5.3M (+$15.1K)
Filed 2026-10-27
Investors Research Corp
INCREASED
Shares6,859 from 5,984
Change+875 (+15%)
Value$5.3M (+$771.6K)
Filed 2026-10-07
Heritage Family Offices, LLP
DECREASED
Shares6,832 from 7,931
Change-1,099 (-14%)
Value$5.2M (-$707.2K)
Filed 2026-11-02
Northeast Investment Management
UNCHANGED
Shares6,826 from 6,826
Change0 (0%)
Value$5.2M (+$115.8K)
Filed 2026-10-30
Pachira Investments Inc.
DECREASED
Shares6,795 from 7,739
Change-944 (-12%)
Value$5.2M (-$591.6K)
Filed 2026-10-14
Ellis Investment Partners, LLC
DECREASED
Shares6,766 from 6,894
Change-128 (-2%)
Value$5.2M (+$18.5K)
Filed 2026-10-21
Lifelong Wealth Advisors, Inc.
INCREASED
Shares6,742 from 6,456
Change+286 (+4%)
Value$5.2M (+$328.5K)
Filed 2026-10-19
West Paces Advisors Inc.
DECREASED
Shares6,741 from 6,865
Change-124 (-2%)
Value$5.2M (+$21.1K)
Filed 2026-10-13
Berkeley, Inc
DECREASED
Shares6,739 from 7,246
Change-507 (-7%)
Value$5.2M (-$265.1K)
Filed 2026-10-20
New Jersey Better Educational Savings Trust
UNCHANGED
Shares6,724 from 6,724
Change0 (0%)
Value$5.1M (+$114.0K)
Filed 2026-11-02
BOS Asset Management, LLC
UNCHANGED
Shares6,723 from 6,723
Change0 (0%)
Value$5.1M (+$114.0K)
Filed 2026-10-09
Weaver Consulting Group
DECREASED
Shares6,717 from 6,744
Change-27 (0%)
Value$5.1M (+$94.0K)
Filed 2026-10-07
Sonata Capital Group Inc
DECREASED
Shares6,709 from 6,791
Change-82 (-1%)
Value$5.1M (+$52.4K)
Filed 2026-10-19
Essential Partners LLC
INCREASED
Shares6,681 from 6,368
Change+313 (+5%)
Value$5.1M (+$348.0K)
Filed 2026-10-14
Univest Financial Corp
DECREASED
Shares6,675 from 6,769
Change-94 (-1%)
Value$5.1M (+$42.8K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
DECREASED
Shares6,640 from 6,641
Change-1 (0%)
Value$5.1M (+$111.0K)
Filed 2026-10-22
First United Bank & Trust
DECREASED
Shares6,625 from 6,634
Change-9 (0%)
Value$5.1M (+$105.6K)
Filed 2026-10-22
Howard Wealth Management, LLC
DECREASED
Shares6,620 from 6,672
Change-52 (-1%)
Value$5.1M (+$73.0K)
Filed 2026-10-28
Thrive Wealth Management, LLC
DECREASED
Shares6,616 from 6,630
Change-14 (0%)
Value$5.1M (+$101.9K)
Filed 2026-10-13
Helium Advisors LLC
INCREASED
Shares6,594 from 6,565
Change+29 (+0%)
Value$5.0M (+$133.1K)
Filed 2026-10-23
Evensky & Katz LLC
INCREASED
Shares6,588 from 6,149
Change+439 (+7%)
Value$5.0K (-$4.6M)
Filed 2026-10-27
Harbor Asset Planning, Inc.
INCREASED
Shares6,586 from 6,566
Change+20 (+0%)
Value$5.0M (+$125.8K)
Filed 2026-10-23
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares6,572 from 6,643
Change-71 (-1%)
Value$5.0M (+$58.4K)
Filed 2026-11-05
Carmel Capital Partners, LLC
INCREASED
Shares6,562 from 974
Change+5,588 (+574%)
Value$5.0M (+$4.3M)
Filed 2026-11-03
Diversified Management Inc
DECREASED
Shares6,543 from 6,573
Change-30 (0%)
Value$5.0M (+$88.5K)
Filed 2026-10-08
MY Wealth Management Inc.
DECREASED
Shares6,535 from 6,552
Change-17 (0%)
Value$5.0M (+$97.8K)
Filed 2026-10-21
Three Seasons Wealth, LLC
DECREASED
Shares6,528 from 6,581
Change-53 (-1%)
Value$5.0M (+$71.0K)
Filed 2026-11-03
Discipline Wealth Solutions, LLC
DECREASED
Shares6,493 from 6,794
Change-301 (-4%)
Value$5.0M (-$115.3K)
Filed 2026-10-14
Flywheel Private Wealth LLC
INCREASED
Shares6,493 from 6,376
Change+117 (+2%)
Value$5.0M (+$197.0K)
Filed 2026-11-02
Sage Capital Advisors,llc
INCREASED
Shares6,477 from 6,446
Change+31 (+0%)
Value$5.0M (+$133.8K)
Filed 2026-10-13
Atticus Wealth Management, LLC
INCREASED
Shares6,456 from 2,674
Change+3,782 (+141%)
Value$4.9M (+$2.9M)
Filed 2026-10-20
Madson Wealth Advisors Inc
DECREASED
Shares6,447 from 7,820
Change-1,373 (-18%)
Value$4.9M (-$918.7K)
Filed 2026-10-13
1834 Investment Advisors Co
DECREASED
Shares6,446 from 8,164
Change-1,718 (-21%)
Value$4.9M (-$1.2M)
Filed 2026-10-16
Triune Financial Partners, LLC
INCREASED
Shares6,439 from 6,421
Change+18 (+0%)
Value$4.9M (+$122.9K)
Filed 2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED
Shares6,432 from 6,899
Change-467 (-7%)
Value$4.9M (-$240.7K)
Filed 2026-11-02
Aspen Investment Management Inc
INCREASED
Shares6,407 from 6,403
Change+4 (+0%)
Value$4.9M (+$4.9M)
Filed 2026-11-05
O'Connor Financial Group LLC
DECREASED
Shares6,404 from 6,700
Change-296 (-4%)
Value$4.9M (-$113.1K)
Filed 2026-10-26
B&D White Capital Company, LLC
DECREASED
Shares6,383 from 6,406
Change-23 (0%)
Value$4.9M (+$91.0K)
Filed 2026-11-02
Ayalon Insurance Comp Ltd.
INCREASED
Shares6,372 from 6,260
Change+112 (+2%)
Value$4.9K (+$192)
Filed 2026-10-08
Allen Investment Management, LLC
UNCHANGED
Shares6,369 from 6,369
Change0 (0%)
Value$4.9M (+$101.8K)
Filed 2026-11-03
Patton Fund Management, Inc.
INCREASED
Shares6,365 from 1,974
Change+4,391 (+222%)
Value$4.9M (+$3.4M)
Filed 2026-10-13
Intelligent Financial Strategies
INCREASED
Shares6,352 from 6,350
Change+2 (+0%)
Value$4.9M (+$109.0K)
Filed 2026-10-16
Beacon Capital Management, LLC
INCREASED
Shares6,351 from 5,945
Change+406 (+7%)
Value$4.9M (+$411.9K)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
INCREASED
Shares6,346 from 6,344
Change+2 (+0%)
Value$4.9M (+$109.1K)
Filed 2026-11-03
Union Bancaire Privee, UBP SA
INCREASED
Shares6,324 from 6,284
Change+40 (+1%)
Value$4.3M (+$186.6K)
Filed 2026-11-04
Hill Island Financial LLC
DECREASED
Shares6,299 from 6,303
Change-4 (0%)
Value$4.8M (+$103.8K)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares6,283 from 6,288
Change-5 (0%)
Value$4.8M (+$102.8K)
Filed 2026-11-04
Optivise Advisory Services LLC
INCREASED
Shares6,276 from 5,827
Change+449 (+8%)
Value$4.8M (+$442.8K)
Filed 2026-10-19
First County Bank
UNCHANGED
Shares6,243 from 6,243
Change0 (0%)
Value$4.8M (+$105.9K)
Filed 2026-10-13
Gemmer Asset Management LLC
INCREASED
Shares6,241 from 5,908
Change+333 (+6%)
Value$4.8M (+$355.6K)
Filed 2026-10-16
O'Keefe Stevens Advisory, Inc.
DECREASED
Shares6,240 from 6,257
Change-17 (0%)
Value$4.8M (+$93.1K)
Filed 2026-10-09
Cromwell Holdings LLC
DECREASED
Shares6,225 from 6,740
Change-515 (-8%)
Value$4.8M (-$280.1K)
Filed 2026-10-28
LifeSteps Financial, Inc.
INCREASED
Shares6,220 from 1,305
Change+4,915 (+377%)
Value$4.8M (+$3.8M)
Filed 2026-10-15
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares6,195 from 6,252
Change-57 (-1%)
Value$4.7M (+$62.4K)
Filed 2026-10-13
Beverly Hills Private Wealth, LLC
INCREASED
Shares6,182 from 6,001
Change+181 (+3%)
Value$4.7M (+$240.4K)
Filed 2026-11-04
Stephen J. Garry & Associates, LLC
DECREASED
Shares6,178 from 6,496
Change-318 (-5%)
Value$4.7M (-$132.8K)
Filed 2026-11-05
Montgomery Investment Management Inc
INCREASED
Shares6,165 from 4,459
Change+1,706 (+38%)
Value$4.7M (+$1.4M)
Filed 2026-10-26
Michels Family Financial, LLC
DECREASED
Shares6,158 from 6,247
Change-89 (-1%)
Value$4.7M (+$37.9K)
Filed 2026-11-02
Summit Financial Wealth Advisors, LLC
INCREASED
Shares6,118 from 5,829
Change+289 (+5%)
Value$4.7M (+$320.3K)
Filed 2026-10-15
Advisor OS, LLC
DECREASED
Shares6,112 from 6,905
Change-793 (-11%)
Value$4.7M (-$489.9K)
Filed 2026-11-03
Harbour Capital Advisors, LLC
INCREASED
Shares6,104 from 5,914
Change+190 (+3%)
Value$4.7M (+$191.3K)
Filed 2026-10-13
Everhart Financial Group, Inc.
DECREASED
Shares6,088 from 6,100
Change-12 (0%)
Value$4.7M (+$94.3K)
Filed 2026-10-08
Romano Brothers and Company
INCREASED
Shares6,083 from 5,937
Change+146 (+2%)
Value$4.7M (+$212.5K)
Filed 2026-10-22
Tennessee Valley Asset Management Partners
INCREASED
Shares6,069 from 5,573
Change+496 (+9%)
Value$4.6M (+$474.1K)
Filed 2026-11-03
McAlister, Sweet & Associates, Inc.
DECREASED
Shares6,042 from 6,187
Change-145 (-2%)
Value$4.6M (-$6.1K)
Filed 2026-10-07
Blodgett Wealth Advisors, LLC
INCREASED
Shares6,032 from 5,827
Change+205 (+4%)
Value$4.6M (+$255.8K)
Filed 2026-10-23
Forza Wealth Management, LLC
DECREASED
Shares6,024 from 6,224
Change-200 (-3%)
Value$4.6M (-$47.6K)
Filed 2026-10-20
ERn Financial, LLC
DECREASED
Shares6,019 from 6,066
Change-47 (-1%)
Value$4.6M (+$66.7K)
Filed 2026-10-28
RAM Investment Partners, LLC
INCREASED
Shares6,014 from 4,651
Change+1,363 (+29%)
Value$4.6M (+$1.1M)
Filed 2026-10-21
OFS Enterprise LLC
DECREASED
Shares5,980 from 6,347
Change-367 (-6%)
Value$4.6M (-$173.0K)
Filed 2026-10-16
Oakworth Capital, Inc.
DECREASED
Shares5,967 from 6,008
Change-41 (-1%)
Value$4.6M (+$70.0K)
Filed 2026-10-26
ARS Investment Partners, LLC
INCREASED
Shares5,960 from 5,483
Change+477 (+9%)
Value$4.6M (+$458.3K)
Filed 2026-11-05
Wealth Management Nebraska
DECREASED
Shares5,956 from 5,972
Change-16 (0%)
Value$4.6M (+$88.6K)
Filed 2026-10-26
Kaydan Wealth Management, Inc.
DECREASED
Shares5,951 from 6,523
Change-572 (-9%)
Value$4.6M (-$327.3K)
Filed 2026-10-08
Winthrop Capital Management, LLC
DECREASED
Shares5,951 from 6,029
Change-78 (-1%)
Value$4.6M (+$42.3K)
Filed 2026-11-05
Stackstone Wealth, LLC
NEW
Shares5,946
Change+5,946
Value$4.6M
Filed 2026-10-19
Bath Savings Trust Co
INCREASED
Shares5,916 from 4,616
Change+1,300 (+28%)
Value$4.5M (+$1.1M)
Filed 2026-10-07
Old Mission Investment Co LLC
DECREASED
Shares5,895 from 5,932
Change-37 (-1%)
Value$4.5M (+$72.3K)
Filed 2026-10-22
Sculati Wealth Management, LLC
DECREASED
Shares5,890 from 5,913
Change-23 (0%)
Value$4.6M (+$187.3K)
Filed 2026-10-19
Castellan Group
INCREASED
Shares5,881 from 2,196
Change+3,685 (+168%)
Value$4.5M (+$2.9M)
Filed 2026-10-19
Lyell Wealth Management, LP
INCREASED
Shares5,873 from 5,501
Change+372 (+7%)
Value$4.5M (+$378.5K)
Filed 2026-10-30
Equitable Trust Co
UNCHANGED
Shares5,842 from 5,842
Change0 (0%)
Value$4.5M (+$99.1K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
INCREASED
Shares5,836 from 4,534
Change+1,302 (+29%)
Value$4.5M (+$1.1M)
Filed 2026-11-05
Security Benefit Life Insurance Co
INCREASED
Shares5,800 from 4,800
Change+1,000 (+21%)
Value$4.4M (+$847.3K)
Filed 2026-11-05
Roxbury Financial LLC
INCREASED
Shares5,784 from 5,630
Change+154 (+3%)
Value$4.4M (+$214.1K)
Filed 2026-10-01
Beacon Bank & Trust
DECREASED
Shares5,783 from 6,012
Change-229 (-4%)
Value$4.4M (-$73.4K)
Filed 2026-10-27
Aspire Private Capital, LLC
INCREASED
Shares5,775 from 5,677
Change+98 (+2%)
Value$4.4M (+$170.9K)
Filed 2026-11-05
Fonville Wealth Management LLC
INCREASED
Shares5,772 from 5,739
Change+33 (+1%)
Value$4.4M (+$123.1K)
Filed 2026-10-28
Hopwood Financial Services, Inc.
DECREASED
Shares5,720 from 5,838
Change-118 (-2%)
Value$4.4M (+$8.4K)
Filed 2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares5,719 from 5,486
Change+233 (+4%)
Value$4.4M (+$270.9K)
Filed 2026-10-28
HBW Advisory Services LLC
INCREASED
Shares5,712 from 5,165
Change+547 (+11%)
Value$4.4M (+$507.0K)
Filed 2026-10-15
Ridgepath Capital Management LLC
INCREASED
Shares5,692 from 5,657
Change+35 (+1%)
Value$4.4M (+$123.3K)
Filed 2026-10-29
Mason & Associates, LLC
DECREASED
Shares5,655 from 5,735
Change-80 (-1%)
Value$4.3M (+$36.0K)
Filed 2026-10-26
Global Financial Private Client, LLC
DECREASED
Shares5,634 from 5,647
Change-13 (0%)
Value$4.3M (+$85.8K)
Filed 2026-10-15
Fulcrum Capital LLC
DECREASED
Shares5,624 from 5,678
Change-54 (-1%)
Value$4.3M (+$54.6K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
DECREASED
Shares5,620 from 7,644
Change-2,024 (-26%)
Value$4.3M (-$1.4M)
Filed 2026-10-13
Appleton Partners Inc
INCREASED
Shares5,620 from 5,616
Change+4 (+0%)
Value$4.3K (-$4.2M)
Filed 2026-10-30
Leeward Financial Partners, LLC
DECREASED
Shares5,599 from 5,679
Change-80 (-1%)
Value$4.3M (+$35.0K)
Filed 2026-10-23
Fjell Capital, LLC
NEW
Shares5,592
Change+5,592
Value$4.3M
Filed 2026-10-13
WestHill Financial Advisors, Inc.
DECREASED
Shares5,583 from 5,605
Change-22 (0%)
Value$4.3M (+$78.2K)
Filed 2026-10-14
Alpha Advisors, LLC
DECREASED
Shares5,580 from 5,975
Change-395 (-7%)
Value$4.3M (-$200.0K)
Filed 2026-10-19
Antonelli Financial Advisors, LLC
UNCHANGED
Shares5,574 from 5,574
Change0 (0%)
Value$4.3M (+$94.0K)
Filed 2026-10-13
Wealth Effects LLC
UNCHANGED
Shares5,569 from 5,569
Change0 (0%)
Value$4.3M (+$94.5K)
Filed 2026-10-23
Global Strategic Investment Solutions, LLC
INCREASED
Shares5,556 from 5,508
Change+48 (+1%)
Value$4.3M (+$130.8K)
Filed 2026-10-16
Lincoln Capital Corp
DECREASED
Shares5,542 from 5,592
Change-50 (-1%)
Value$4.2M (+$56.1K)
Filed 2026-10-13
Partners Wealth Management, LLC
INCREASED
Shares5,528 from 308
Change+5,220 (+1695%)
Value$4.2M (+$4.0M)
Filed 2026-10-28
Riverbridge Partners LLC
DECREASED
Shares5,523 from 8,512
Change-2,989 (-35%)
Value$4.2M (-$2.1M)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
DECREASED
Shares5,521 from 5,538
Change-17 (0%)
Value$4.2M (+$81.3K)
Filed 2026-10-26
Biltmore Family Office, LLC
UNCHANGED
Shares5,517 from 5,517
Change0 (0%)
Value$4.2M (+$93.6K)
Filed 2026-11-03
NBH Bank
DECREASED
Shares5,499 from 5,531
Change-32 (-1%)
Value$4.2M (+$69.3K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
INCREASED
Shares5,470 from 5,356
Change+114 (+2%)
Value$4.2M (+$178.4K)
Filed 2026-10-16
Aaron Wealth Advisors LLC
DECREASED
Shares5,468 from 5,830
Change-362 (-6%)
Value$4.2M (-$178.2K)
Filed 2026-10-13
Peachtree Investment Partners, LLC
INCREASED
Shares5,453 from 3,686
Change+1,767 (+48%)
Value$4.2M (+$1.4M)
Filed 2026-11-05
Chilton Capital Management LLC
INCREASED
Shares5,450 from 3,954
Change+1,496 (+38%)
Value$4.2M (+$1.2M)
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares5,444 from 4,913
Change+531 (+11%)
Value$4.2M (+$490.3K)
Filed 2026-10-30
Berman McAleer LLC
DECREASED
Shares5,401 from 5,445
Change-44 (-1%)
Value$4.1M (+$58.7K)
Filed 2026-10-16
Vontobel Holding Ltd.
UNCHANGED
Shares5,401 from 5,401
Change0 (0%)
Value$4.1M (+$91.6K)
Filed 2026-10-16
SilverOak Wealth Management LLC
INCREASED
Shares5,391 from 4,510
Change+881 (+20%)
Value$4.1M (+$751.2K)
Filed 2026-10-29
NBT Bank, N.A.
DECREASED
Shares5,360 from 5,727
Change-367 (-6%)
Value$4.1M (-$183.9K)
Filed 2026-10-21
World Equity Group, Inc.
DECREASED
Shares5,357 from 9,018
Change-3,661 (-41%)
Value$4.1M (-$2.7M)
Filed 2026-10-14
Certior Financial Group, LLC
DECREASED
Shares5,345 from 5,477
Change-132 (-2%)
Value$4.1M (-$8.2K)
Filed 2026-10-19
Mattern Wealth Management LLC
DECREASED
Shares5,324 from 5,325
Change-1 (0%)
Value$4.1M (+$89.6K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
DECREASED
Shares5,300 from 5,423
Change-123 (-2%)
Value$4.1M (-$2.2K)
Filed 2026-10-09
Donor Advised Charitable Giving, Inc.
INCREASED
Shares5,279 from 4,758
Change+521 (+11%)
Value$4.0M (+$479.8K)
Filed 2026-10-28
Liberty Capital Management, Inc.
UNCHANGED
Shares5,260 from 5,260
Change0 (0%)
Value$4.0M (+$89.2K)
Filed 2026-11-02
Reap Financial Group, LLC
DECREASED
Shares5,249 from 5,280
Change-31 (-1%)
Value$4.0M (+$65.8K)
Filed 2026-11-02
Stenger Family Office, LLC
INCREASED
Shares5,243 from 5,228
Change+15 (+0%)
Value$4.1M (+$182.5K)
Filed 2026-10-22
Invested Advisors
DECREASED
Shares5,215 from 5,390
Change-175 (-3%)
Value$4.0M (-$42.6K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
INCREASED
Shares5,213 from 5,146
Change+67 (+1%)
Value$4.0M (+$138.6K)
Filed 2026-10-15
Elmwood Wealth Management, Inc.
UNCHANGED
Shares5,196 from 5,196
Change0 (0%)
Value$4.0M (+$88.1K)
Filed 2026-10-14
Cidel Asset Management Inc
INCREASED
Shares5,189 from 5,009
Change+180 (+4%)
Value$4.0M (+$222.8K)
Filed 2026-10-29
Frank, Rimerman Advisors LLC
DECREASED
Shares5,180 from 5,519
Change-339 (-6%)
Value$4.0M (-$166.8K)
Filed 2026-10-16
Sentinel Pension Advisors, LLC
INCREASED
Shares5,165 from 4,901
Change+264 (+5%)
Value$4.0M (+$295.6K)
Filed 2026-11-02
Capital Advantage, Inc.
INCREASED
Shares5,162 from 4,902
Change+260 (+5%)
Value$4.0M (+$282.5K)
Filed 2026-10-14
Stewardship Concepts Financial Services LLC
DECREASED
Shares5,143 from 5,255
Change-112 (-2%)
Value$3.9M (+$3.4K)
Filed 2026-10-06
Laurel Wealth Planning LLC
DECREASED
Shares5,122 from 5,466
Change-344 (-6%)
Value$3.9M (-$170.9K)
Filed 2026-11-02
Tenzing Financial LLC
DECREASED
Shares5,108 from 5,118
Change-10 (0%)
Value$3.9M (+$69.8K)
Filed 2026-11-03
Evanson Financial, LLC
DECREASED
Shares5,098 from 5,145
Change-47 (-1%)
Value$3.9M (+$51.5K)
Filed 2026-10-23
RCS Financial Planning, LLC
DECREASED
Shares5,079 from 5,337
Change-258 (-5%)
Value$3.9M (-$106.5K)
Filed 2026-10-14
NYL Investors LLC
INCREASED
Shares5,069 from 4,554
Change+515 (+11%)
Value$3.9M (+$471.6K)
Filed 2026-11-03
Spectrum Strategic Capital Management, LLC
DECREASED
Shares5,062 from 5,440
Change-378 (-7%)
Value$3.9M (-$197.6K)
Filed 2026-10-22
Gibbs Wealth Management
INCREASED
Shares5,057 from 4,802
Change+255 (+5%)
Value$3.9M (+$277.2K)
Filed 2026-10-22
Upper Left Wealth Management, LLC
DECREASED
Shares5,056 from 5,247
Change-191 (-4%)
Value$3.9M (-$57.3K)
Filed 2026-10-14
Segment Wealth Management, LLC
INCREASED
Shares5,040 from 4,523
Change+517 (+11%)
Value$3.9M (+$472.8K)
Filed 2026-10-26
Islay Capital Management, LLC
INCREASED
Shares5,023 from 3,493
Change+1,530 (+44%)
Value$3.8M (+$1.2M)
Filed 2026-10-20
Asset One Wealth Management LLC
INCREASED
Shares5,013 from 4,949
Change+64 (+1%)
Value$3.8M (+$85.9K)
Filed 2026-11-02
Mayfair Advisory Group, LLC
INCREASED
Shares4,999 from 4,907
Change+92 (+2%)
Value$3.8M (+$185.7K)
Filed 2026-10-20
Worth Financial Advisory Group, LLC
DECREASED
Shares4,981 from 5,047
Change-66 (-1%)
Value$3.8M (+$35.1K)
Filed 2026-10-19
Integras Partners LLC
INCREASED
Shares4,979 from 4,598
Change+381 (+8%)
Value$3.8M (+$369.3K)
Filed 2026-10-30
Lantern Wealth Advisors, LLC
DECREASED
Shares4,931 from 4,986
Change-55 (-1%)
Value$3.8M (+$42.7K)
Filed 2026-10-22
Rothschild & Co Wealth Management UK Ltd
UNCHANGED
Shares4,929 from 4,929
Change0 (0%)
Value$3.8M (+$83.6K)
Filed 2026-10-20
Arcadia Investment Advisors LLC
DECREASED
Shares4,924 from 5,070
Change-146 (-3%)
Value$3.8M (-$25.8K)
Filed 2026-10-13
Lincoln Capital LLC
INCREASED
Shares4,898 from 4,821
Change+77 (+2%)
Value$3.8M (+$141.4K)
Filed 2026-10-09
Hughes Financial Services, LLC
INCREASED
Shares4,894 from 4,773
Change+121 (+3%)
Value$3.8M (+$208.5K)
Filed 2026-10-30
Moneco Advisors, LLC
INCREASED
Shares4,879 from 4,779
Change+100 (+2%)
Value$3.7M (+$157.1K)
Filed 2026-11-05
Renasant Bank
DECREASED
Shares4,875 from 4,993
Change-118 (-2%)
Value$3.7M (-$5.7K)
Filed 2026-11-05
SRH Advisors, LLC
DECREASED
Shares4,873 from 4,879
Change-6 (0%)
Value$3.7M (+$78.2K)
Filed 2026-10-22
Praetorian Wealth Management, Inc.
INCREASED
Shares4,870 from 4,789
Change+81 (+2%)
Value$3.7M (+$74.3K)
Filed 2026-10-16
Tranquility Partners, LLC
DECREASED
Shares4,843 from 5,158
Change-315 (-6%)
Value$3.7M (-$153.6K)
Filed 2026-10-20
Nemes Rush Group LLC
INCREASED
Shares4,828 from 4,824
Change+4 (+0%)
Value$3.7M (+$84.4K)
Filed 2026-11-04
State of Alaska, Department of Revenue
NEW
Shares4,810
Change+4,810
Value$3.7K
Filed 2026-10-15
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares4,803 from 4,803
Change0 (0%)
Value$3.7M (+$81.5K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
DECREASED
Shares4,797 from 4,864
Change-67 (-1%)
Value$3.7M (+$30.8K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
INCREASED
Shares4,784 from 4,779
Change+5 (+0%)
Value$3.7M (+$84.9K)
Filed 2026-10-26
Mullaney, Keating & Wright, Inc.
DECREASED
Shares4,754 from 4,928
Change-174 (-4%)
Value$3.6M (-$49.6K)
Filed 2026-10-19
Clarity Capital Advisors, LLC
DECREASED
Shares4,735 from 4,789
Change-54 (-1%)
Value$3.6M (+$39.7K)
Filed 2026-10-27
First Bancorp, Inc
DECREASED
Shares4,733 from 4,914
Change-181 (-4%)
Value$3.6M (-$55.3K)
Filed 2026-10-26
Allegheny Financial Group
DECREASED
Shares4,733 from 4,764
Change-31 (-1%)
Value$3.6M (+$56.7K)
Filed 2026-11-05
Warm Springs Advisors Inc.
DECREASED
Shares4,717 from 4,867
Change-150 (-3%)
Value$3.6M (-$32.7K)
Filed 2026-10-28
Pacifica Partners Inc.
INCREASED
Shares4,716 from 4,212
Change+504 (+12%)
Value$3.6M (+$466.9K)
Filed 2026-10-09
CWS Financial Advisors, LLC
INCREASED
Shares4,708 from 4,707
Change+1 (+0%)
Value$3.6M (+$80.1K)
Filed 2026-10-16
Myriad Asset Management US LP
NEW
Shares4,699
Change+4,699
Value$3.6M
Filed 2026-11-03
Asset Dedication, LLC
DECREASED
Shares4,693 from 4,827
Change-134 (-3%)
Value$3.6M (-$20.9K)
Filed 2026-11-03
Opus Capital Group, LLC
INCREASED
Shares4,686 from 3,908
Change+778 (+20%)
Value$3.6K (-$2.9M)
Filed 2026-10-30
Athena Wealth Management, LLC
DECREASED
Shares4,686 from 4,724
Change-38 (-1%)
Value$3.6M (+$51.0K)
Filed 2026-10-09
Gratus Wealth Advisors, LLC
INCREASED
Shares4,680 from 4,638
Change+42 (+1%)
Value$3.6M (+$110.8K)
Filed 2026-10-26
Private Wealth Partners, LLC
UNCHANGED
Shares4,679 from 4,679
Change0 (0%)
Value$3.6M (+$79.4K)
Filed 2026-10-22
True Private Wealth Advisors
INCREASED
Shares4,651 from 4,628
Change+23 (+1%)
Value$3.6M (+$96.9K)
Filed 2026-10-19
Central Bank & Trust Co
INCREASED
Shares4,649 from 4,628
Change+21 (+0%)
Value$3.6M (+$94.6K)
Filed 2026-10-09
Ackerman Capital Advisors, LLC
UNCHANGED
Shares4,633 from 4,633
Change0 (0%)
Value$3.5M (+$78.6K)
Filed 2026-10-30
Aegis Wealth Management, Inc.
INCREASED
Shares4,618 from 3,910
Change+708 (+18%)
Value$3.5M (+$608.7K)
Filed 2026-10-26
Mechanics Bank Trust Department
INCREASED
Shares4,618 from 4,576
Change+42 (+1%)
Value$3.5M (+$109.8K)
Filed 2026-10-13
Plan Group Financial, LLC
DECREASED
Shares4,614 from 5,186
Change-572 (-11%)
Value$3.6M (-$320.3K)
Filed 2026-10-22
Trust Co of Toledo NA
INCREASED
Shares4,600 from 4,440
Change+160 (+4%)
Value$3.5M (+$197.8K)
Filed 2026-10-16
Eagle Bay Advisors LLC
DECREASED
Shares4,590 from 4,813
Change-223 (-5%)
Value$3.5M (-$89.1K)
Filed 2026-10-16
MBM Wealth Consultants, LLC
INCREASED
Shares4,537 from 4,477
Change+60 (+1%)
Value$3.5M (+$121.9K)
Filed 2026-10-20
Hurley Capital, LLC
INCREASED
Shares4,527 from 1,296
Change+3,231 (+249%)
Value$3.5M (+$2.5M)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares4,515 from 4,512
Change+3 (+0%)
Value$3.5K (+$79)
Filed 2026-10-27
Flavin Financial Services, Inc.
DECREASED
Shares4,454 from 5,068
Change-614 (-12%)
Value$3.4M (-$384.0K)
Filed 2026-10-21
Kachkovsky & Fisher, Inc.
INCREASED
Shares4,450 from 4,285
Change+165 (+4%)
Value$3.4M (+$198.8K)
Filed 2026-10-21
Cannon Financial Strategists, Inc.
INCREASED
Shares4,415 from 4,339
Change+76 (+2%)
Value$3.4M (+$131.5K)
Filed 2026-10-19
Retirement Investment Advisors, Inc.
DECREASED
Shares4,412 from 4,516
Change-104 (-2%)
Value$3.4M (-$19.7K)
Filed 2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED
Shares4,408 from 4,358
Change+50 (+1%)
Value$3.4M (+$88.5K)
Filed 2026-10-28
GW Henssler & Associates LTD
INCREASED
Shares4,406 from 4,016
Change+390 (+10%)
Value$3.4M (+$366.8K)
Filed 2026-10-26
Mengis Capital Management, Inc.
DECREASED
Shares4,406 from 4,430
Change-24 (-1%)
Value$3.4M (+$56.8K)
Filed 2026-10-13
Firestone Capital Management
DECREASED
Shares4,396 from 4,508
Change-112 (-2%)
Value$3.4M (-$9.0K)
Filed 2026-11-03
Legacy Bridge, LLC
UNCHANGED
Shares4,393 from 4,393
Change0 (0%)
Value$3.4M (+$74.5K)
Filed 2026-10-28
LTG Capital LLC
DECREASED
Shares4,370 from 4,372
Change-2 (0%)
Value$3.3M (+$72.7K)
Filed 2026-11-04
Lockerman Financial Group, Inc.
INCREASED
Shares4,358 from 4,043
Change+315 (+8%)
Value$3.3M (+$309.6K)
Filed 2026-10-19
Meyer Handelman Co
DECREASED
Shares4,356 from 4,456
Change-100 (-2%)
Value$3.3M (-$1.0K)
Filed 2026-10-28
Canandaigua National Bank & Trust Co
DECREASED
Shares4,351 from 4,429
Change-78 (-2%)
Value$3.3M (+$15.4K)
Filed 2026-10-07
Courage Miller Partners, LLC
DECREASED
Shares4,348 from 4,351
Change-3 (0%)
Value$3.3M (+$71.5K)
Filed 2026-10-21
Blue Capital, Inc.
DECREASED
Shares4,337 from 4,409
Change-72 (-2%)
Value$3.3M (+$20.0K)
Filed 2026-10-13
Darrow Company, Inc.
DECREASED
Shares4,322 from 4,323
Change-1 (0%)
Value$3.3M (+$73.3K)
Filed 2026-10-22
Beacon Financial Advisory LLC
DECREASED
Shares4,319 from 4,373
Change-54 (-1%)
Value$3.3M (+$32.8K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares4,304 from 3,455
Change+849 (+25%)
Value$3.3M (+$708.8K)
Filed 2026-10-21
Factor Wealth Management LTD
INCREASED
Shares4,281 from 4,178
Change+103 (+2%)
Value$3.3M (+$149.7K)
Filed 2026-10-08
Twelve Points Wealth Management LLC
INCREASED
Shares4,278 from 4,255
Change+23 (+1%)
Value$3.2M (+$61.4K)
Filed 2026-11-03
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$3.3M (+$72.5K)
Filed 2026-10-07
Cohen Capital Management, Inc.
INCREASED
Shares4,264 from 4,244
Change+20 (+0%)
Value$3.3M (+$86.8K)
Filed 2026-10-14
Archford Capital Strategies, LLC
INCREASED
Shares4,252 from 4,233
Change+19 (+0%)
Value$3.3M (+$86.4K)
Filed 2026-10-19
Valley Wealth Managers, Inc.
INCREASED
Shares4,250 from 4,234
Change+16 (+0%)
Value$3.3M (+$84.1K)
Filed 2026-10-09
FF Advisors,LLC
INCREASED
Shares4,220 from 4,048
Change+172 (+4%)
Value$3.2M (+$200.2K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares4,199 from 2,984
Change+1,215 (+41%)
Value$3.2M (+$981.1K)
Filed 2026-10-22
Huntleigh Advisors, Inc.
INCREASED
Shares4,157 from 3,801
Change+356 (+9%)
Value$3.2M (+$337.4K)
Filed 2026-11-03
Community Trust & Investment Co
DECREASED
Shares4,156 from 4,427
Change-271 (-6%)
Value$3.2M (-$132.5K)
Filed 2026-10-15
Granville Capital, Inc.
DECREASED
Shares4,145 from 4,460
Change-315 (-7%)
Value$3.2M (-$166.0K)
Filed 2026-11-05
SBK Financial, Inc.
UNCHANGED
Shares4,130 from 4,130
Change0 (0%)
Value$3.2M (+$70.0K)
Filed 2026-11-02
CapWealth Advisors, LLC
DECREASED
Shares4,128 from 4,135
Change-7 (0%)
Value$3.2M (+$64.8K)
Filed 2026-10-05
Delta Wealth Advisors LLC
DECREASED
Shares4,119 from 4,229
Change-110 (-3%)
Value$3.2M (-$12.5K)
Filed 2026-10-09
LongView Wealth Management
INCREASED
Shares4,113 from 3,760
Change+353 (+9%)
Value$3.1M (+$334.3K)
Filed 2026-10-19
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares4,104 from 4,244
Change-140 (-3%)
Value$3.1M (-$35.7K)
Filed 2026-10-29
Ironsides Asset Advisors, LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$3.1M (+$69.5K)
Filed 2026-10-20
Paulson Wealth Management Inc.
INCREASED
Shares4,066 from 4,028
Change+38 (+1%)
Value$3.1M (+$97.8K)
Filed 2026-11-02
Live Oak Private Wealth LLC
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$3.1M (+$68.4K)
Filed 2026-11-02
Mainstream Capital Management LLC
DECREASED
Shares4,023 from 4,340
Change-317 (-7%)
Value$3.1M (-$169.2K)
Filed 2026-10-23
CGN Advisors LLC
DECREASED
Shares4,019 from 4,021
Change-2 (0%)
Value$3.1M (+$66.8K)
Filed 2026-10-21
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares4,013 from 4,074
Change-61 (-1%)
Value$3.1M (+$22.4K)
Filed 2026-10-30
Client 1ST Advisory Group, LLC
UNCHANGED
Shares3,993 from 3,993
Change0 (0%)
Value$3.1M (+$67.7K)
Filed 2026-10-19
Atlatl Advisers LLC
INCREASED
Shares3,990 from 3,585
Change+405 (+11%)
Value$3.1M (+$371.0K)
Filed 2026-10-22
Park Capital Management, LLC / WI
UNCHANGED
Shares3,973 from 3,973
Change0 (0%)
Value$3.0M (+$67.4K)
Filed 2026-10-13
tru Independence LLC
DECREASED
Shares3,945 from 4,017
Change-72 (-2%)
Value$3.0M (+$13.2K)
Filed 2026-10-20
Manchester Capital Management LLC
INCREASED
Shares3,939 from 3,603
Change+336 (+9%)
Value$3.0M (+$318.4K)
Filed 2026-10-22
W.H. Cornerstone Investments Inc.
INCREASED
Shares3,939 from 3,930
Change+9 (+0%)
Value$3.0M (+$73.5K)
Filed 2026-11-03
Carrera Capital Advisors
DECREASED
Shares3,935 from 3,980
Change-45 (-1%)
Value$3.0M (+$33.0K)
Filed 2026-11-03
TMB Capital Partners, LLC
INCREASED
Shares3,904 from 3,900
Change+4 (+0%)
Value$3.0M (+$69.5K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
INCREASED
Shares3,902 from 3,816
Change+86 (+2%)
Value$3.0M (+$130.4K)
Filed 2026-10-20
Decker Wealth Management LLC
UNCHANGED
Shares3,897 from 3,897
Change0 (0%)
Value$3.0M (+$66.1K)
Filed 2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares3,882 from 3,966
Change-84 (-2%)
Value$3.0M (+$3.3K)
Filed 2026-10-15
MMA Asset Management LLC
DECREASED
Shares3,879 from 9,704
Change-5,825 (-60%)
Value$3.0M (-$4.3M)
Filed 2026-11-02
Impact Capital Partners LLC
DECREASED
Shares3,869 from 4,002
Change-133 (-3%)
Value$3.0M (-$34.0K)
Filed 2026-10-22
Sage Rhino Capital LLC
INCREASED
Shares3,862 from 3,787
Change+75 (+2%)
Value$3.0M (+$121.9K)
Filed 2026-10-28
Signature Wealth Management Partners, LLC
INCREASED
Shares3,843 from 3,473
Change+370 (+11%)
Value$2.9M (+$342.1K)
Filed 2026-10-21
Old Port Advisors
INCREASED
Shares3,829 from 3,799
Change+30 (+1%)
Value$2.9M (+$87.7K)
Filed 2026-10-23
Tompkins Financial Corp
UNCHANGED
Shares3,810 from 3,810
Change0 (0%)
Value$2.9M (+$64.6K)
Filed 2026-10-05
Baker Tilly Wealth Management, LLC
DECREASED
Shares3,808 from 3,876
Change-68 (-2%)
Value$2.9M (+$13.9K)
Filed 2026-10-05
Financial Consulate, Inc
DECREASED
Shares3,807 from 3,932
Change-125 (-3%)
Value$2.9M (-$29.0K)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares3,801 from 636
Change+3,165 (+498%)
Value$3.0M (+$2.5M)
Filed 2026-10-20
Clark Asset Management, LLC
DECREASED
Shares3,797 from 3,945
Change-148 (-4%)
Value$2.9M (-$46.2K)
Filed 2026-10-19
Yankcom Partnership
INCREASED
Shares3,786 from 3,490
Change+296 (+8%)
Value$2.9M (+$285.9K)
Filed 2026-10-15
Builder Investment Group Inc
UNCHANGED
Shares3,765 from 3,765
Change0 (0%)
Value$2.9M (+$63.9K)
Filed 2026-10-22
Toth Financial Advisory Corp
INCREASED
Shares3,754 from 3,636
Change+118 (+3%)
Value$2.9M (+$152.2K)
Filed 2026-10-08
Indiana Trust & Investment Management Co
DECREASED
Shares3,753 from 3,760
Change-7 (0%)
Value$2.9M (+$58.4K)
Filed 2026-10-22
Hyposwiss Advisors SA
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$2.9M (+$63.6K)
Filed 2026-10-26
Weatherly Asset Management L. P.
INCREASED
Shares3,747 from 3,732
Change+15 (+0%)
Value$2.9M (+$74.8K)
Filed 2026-10-20
Guardian Asset Advisors, LLC
DECREASED
Shares3,739 from 4,112
Change-373 (-9%)
Value$2.9M (-$214.4K)
Filed 2026-10-16
Arsenal Capital Advisors LLC
UNCHANGED
Shares3,736 from 3,736
Change0 (0%)
Value$2.9M (+$63.4K)
Filed 2026-11-02
Key FInancial Inc
DECREASED
Shares3,728 from 3,869
Change-141 (-4%)
Value$2.9M (-$42.0K)
Filed 2026-11-02
Goldstein Advisors, LLC
INCREASED
Shares3,723 from 3,707
Change+16 (+0%)
Value$2.9M (+$75.1K)
Filed 2026-10-15
Hollow Brook Wealth Management LLC
UNCHANGED
Shares3,701 from 3,701
Change0 (0%)
Value$2.8M (+$62.8K)
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares3,687 from 3,136
Change+551 (+18%)
Value$2.8M (+$475.6K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
INCREASED
Shares3,678 from 3,512
Change+166 (+5%)
Value$2.8M (+$186.9K)
Filed 2026-10-27
Plan A Wealth LLC
INCREASED
Shares3,644 from 3,335
Change+309 (+9%)
Value$2.8M (+$293.2K)
Filed 2026-10-08
Roman Butler Fullerton & Co
DECREASED
Shares3,634 from 3,640
Change-6 (0%)
Value$2.8M (+$59.2K)
Filed 2026-10-27
Downshift Financial, LLC
INCREASED
Shares3,631 from 3,343
Change+288 (+9%)
Value$2.8M (+$277.5K)
Filed 2026-10-13
Commerce Advisors, LLC
INCREASED
Shares3,623 from 3,320
Change+303 (+9%)
Value$2.8M (+$288.3K)
Filed 2026-10-19
Valley National Advisers Inc
INCREASED
Shares3,621 from 3,587
Change+34 (+1%)
Value$2.8M (+$86.8K)
Filed 2026-10-23
Essex LLC
INCREASED
Shares3,620 from 3,520
Change+100 (+3%)
Value$2.8M (+$136.3K)
Filed 2026-10-14
Graetz Wealth LLC
INCREASED
Shares3,604 from 3,595
Change+9 (+0%)
Value$2.8M (+$67.8K)
Filed 2026-10-27
Trinity Wealth Management, LLC
INCREASED
Shares3,594 from 3,585
Change+9 (+0%)
Value$2.8M (+$67.7K)
Filed 2026-10-13
Walleye Partners, LLC
DECREASED
Shares3,587 from 3,831
Change-244 (-6%)
Value$2.7M (-$122.0K)
Filed 2026-10-13
Reicon Wealth Advisors, LLC
INCREASED
Shares3,585 from 2,847
Change+738 (+26%)
Value$2.7M (+$613.5K)
Filed 2026-11-04
Shearwater Capital LLC
INCREASED
Shares3,567 from 3,564
Change+3 (+0%)
Value$2.7M (+$63.0K)
Filed 2026-10-13
Curbstone Financial Management Corp
DECREASED
Shares3,564 from 3,614
Change-50 (-1%)
Value$2.7M (+$23.0K)
Filed 2026-10-21
Silverlake Wealth Management LLC
DECREASED
Shares3,563 from 3,605
Change-42 (-1%)
Value$2.7M (+$29.1K)
Filed 2026-10-21
Clarity Wealth Advisors, LLC
DECREASED
Shares3,556 from 3,723
Change-167 (-4%)
Value$2.7M (-$64.5K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
DECREASED
Shares3,554 from 3,797
Change-243 (-6%)
Value$2.7M (-$121.7K)
Filed 2026-10-28
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares3,553 from 3,548
Change+5 (+0%)
Value$2.7M (+$64.0K)
Filed 2026-10-16
Aviance Capital Partners, LLC
INCREASED
Shares3,532 from 3,527
Change+5 (+0%)
Value$2.7M (+$63.4K)
Filed 2026-10-29
United Capital Management of KS, Inc.
DECREASED
Shares3,524 from 3,723
Change-199 (-5%)
Value$2.7M (-$88.9K)
Filed 2026-11-04
High Point Wealth Management, LLC
DECREASED
Shares3,523 from 3,547
Change-24 (-1%)
Value$2.7M (+$42.0K)
Filed 2026-11-05
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares3,522 from 3,205
Change+317 (+10%)
Value$2.7M (+$297.6K)
Filed 2026-10-16
NTV Asset Management LLC
INCREASED
Shares3,508 from 3,482
Change+26 (+1%)
Value$2.7M (+$79.6K)
Filed 2026-10-23
Cardinal Point Capital Management ULC
INCREASED
Shares3,504 from 3,289
Change+215 (+7%)
Value$2.7M (+$220.5K)
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares3,499 from 3,499
Change0 (0%)
Value$2.7M (+$59.3K)
Filed 2026-10-02
Angeles Wealth Management, LLC
DECREASED
Shares3,498 from 3,510
Change-12 (0%)
Value$2.7M (+$50.0K)
Filed 2026-10-26
Wealthcare Capital Management LLC
DECREASED
Shares3,491 from 3,927
Change-436 (-11%)
Value$2.7M (-$267.8K)
Filed 2026-10-21
Petros Family Wealth, LLC
INCREASED
Shares3,473 from 3,367
Change+106 (+3%)
Value$2.7M (+$138.3K)
Filed 2026-10-28
Oregon Pacific Wealth Management, LLC
DECREASED
Shares3,461 from 3,470
Change-9 (0%)
Value$2.7M (+$52.0K)
Filed 2026-10-20
Alliance Private Wealth, LLC
DECREASED
Shares3,460 from 3,886
Change-426 (-11%)
Value$2.6M (-$260.7K)
Filed 2026-10-20
Financial Symmetry Inc
INCREASED
Shares3,452 from 3,451
Change+1 (+0%)
Value$2.6M (+$59.3K)
Filed 2026-10-06
Epiq Partners, LLC
INCREASED
Shares3,423 from 3,127
Change+296 (+9%)
Value$2.6M (+$279.7K)
Filed 2026-10-07
Denver PWM, LLC
INCREASED
Shares3,419 from 3,412
Change+7 (+0%)
Value$2.6M (-$42.4K)
Filed 2026-10-22
Capital Asset Advisory Services LLC
INCREASED
Shares3,415 from 3,264
Change+151 (+5%)
Value$2.6M (+$176.1K)
Filed 2026-10-30
Searle & Co.
INCREASED
Shares3,414 from 3,274
Change+140 (+4%)
Value$2.6M (+$162.7K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED
Shares3,411 from 3,427
Change-16 (0%)
Value$2.6M (+$45.8K)
Filed 2026-10-26
Avantra Family Wealth, Inc.
INCREASED
Shares3,398 from 3,359
Change+39 (+1%)
Value$2.6M (+$86.9K)
Filed 2026-10-20
Wedgewood Investors Inc
DECREASED
Shares3,396 from 3,448
Change-52 (-2%)
Value$2.6M (+$18.7K)
Filed 2026-10-28
Sanders Morris Harris LLC
NEW
Shares3,394
Change+3,394
Value$2.6M
Filed 2026-10-14
Urban Wealth Management, LLC
DECREASED
Shares3,387 from 3,521
Change-134 (-4%)
Value$2.6M (-$42.9K)
Filed 2026-10-21
Fiduciary Advisors, Inc.
DECREASED
Shares3,380 from 3,456
Change-76 (-2%)
Value$2.6M (+$432)
Filed 2026-10-16
Parcion Private Wealth LLC
DECREASED
Shares3,378 from 1,164,982
Change-1,161,604 (-100%)
Value$2.6M (-$25.5M)
Filed 2026-10-28
Fiduciary Alliance LLC
DECREASED
Shares3,369 from 4,457
Change-1,088 (-24%)
Value$2.6M (-$757.5K)
Filed 2026-10-13
Matrix Asset Advisors Inc
INCREASED
Shares3,345 from 3,342
Change+3 (+0%)
Value$2.6M (+$59.4K)
Filed 2026-10-13
Odyssey Capital Advisors, Inc.
DECREASED
Shares3,341 from 3,407
Change-66 (-2%)
Value$2.6M (+$7.4K)
Filed 2026-10-26
Peak Financial Management, Inc.
DECREASED
Shares3,326 from 3,365
Change-39 (-1%)
Value$2.5M (+$26.8K)
Filed 2026-10-16
Corundum Group, Inc.
NEW
Shares3,318
Change+3,318
Value$2.5M
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares3,317 from 2,481
Change+836 (+34%)
Value$2.5M (+$682.5K)
Filed 2026-10-22
ARQ Wealth Advisors, LLC
DECREASED
Shares3,316 from 3,331
Change-15 (0%)
Value$2.5M (+$38.1K)
Filed 2026-10-29
Spinnaker Investment Group, LLC
INCREASED
Shares3,308 from 2,875
Change+433 (+15%)
Value$2.5M (+$380.4K)
Filed 2026-10-13
Ceera Investments, LLC
INCREASED
Shares3,308 from 3,253
Change+55 (+2%)
Value$2.5M (+$97.3K)
Filed 2026-11-02
Corundum Trust Company, Inc
UNCHANGED
Shares3,306 from 3,306
Change0 (0%)
Value$2.5M (+$56.1K)
Filed 2026-10-29
WJ Wealth Management, LLC
INCREASED
Shares3,300 from 3,240
Change+60 (+2%)
Value$2.5M (+$100.9K)
Filed 2026-11-03
Nearside Advisors, LLC
NEW
Shares3,298
Change+3,298
Value$2.5M
Filed 2026-10-20
Boston Trust Walden Corp
UNCHANGED
Shares3,281 from 3,281
Change0 (0%)
Value$2.5M (+$55.6K)
Filed 2026-10-30
J2 Capital Management Inc
INCREASED
Shares3,276 from 3,181
Change+95 (+3%)
Value$2.5M (+$126.7K)
Filed 2026-10-19
First Merchants Corp
INCREASED
Shares3,274 from 3,273
Change+1 (+0%)
Value$2.5M (+$56.3K)
Filed 2026-10-15
Iowa State Bank
UNCHANGED
Shares3,273 from 3,273
Change0 (0%)
Value$2.5M (+$55.5K)
Filed 2026-10-06
Values Added Financial LLC
UNCHANGED
Shares3,271 from 3,271
Change0 (0%)
Value$2.5M (+$55.5K)
Filed 2026-10-28
Formidable Asset Management, LLC
DECREASED
Shares3,264 from 3,566
Change-302 (-8%)
Value$2.4M (+$115.0K)
Filed 2026-11-03
626 Financial, LLC
INCREASED
Shares3,253 from 3,245
Change+8 (+0%)
Value$2.5M (+$61.3K)
Filed 2026-11-04
Regent Peak Wealth Advisors LLC
DECREASED
Shares3,234 from 3,254
Change-20 (-1%)
Value$2.5M (+$40.0K)
Filed 2026-10-13
Morangie Management LLC
INCREASED
Shares3,228 from 1,891
Change+1,337 (+71%)
Value$2.5M (+$1.1M)
Filed 2026-10-15
Compass Financial Management LLC
DECREASED
Shares3,220 from 4,700
Change-1,480 (-31%)
Value$2.5M (-$1.1M)
Filed 2026-10-30
Griffin Asset Management, Inc.
INCREASED
Shares3,219 from 3,196
Change+23 (+1%)
Value$2.5M (+$71.8K)
Filed 2026-10-22
Forbes J M & Co LLP
UNCHANGED
Shares3,210 from 3,210
Change0 (0%)
Value$2.5M (+$54.4K)
Filed 2026-10-16
Gallacher Capital Management LLC
DECREASED
Shares3,208 from 3,602
Change-394 (-11%)
Value$2.5M (-$241.1K)
Filed 2026-10-30
CDM Financial Counseling Services, Inc.
INCREASED
Shares3,201 from 3,198
Change+3 (+0%)
Value$2.5M (+$56.8K)
Filed 2026-10-15
F&V Capital Management, LLC
UNCHANGED
Shares3,194 from 3,194
Change0 (0%)
Value$2.4K (-$2.4M)
Filed 2026-10-19
Evolution Wealth Management Inc.
DECREASED
Shares3,179 from 3,370
Change-191 (-6%)
Value$2.4M (-$89.1K)
Filed 2026-10-28
Maple Capital Management, Inc.
DECREASED
Shares3,174 from 3,298
Change-124 (-4%)
Value$2.4M (-$39.0K)
Filed 2026-11-02
Hobart Private Capital, LLC
INCREASED
Shares3,172 from 2,923
Change+249 (+9%)
Value$2.4M (+$240.3K)
Filed 2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares3,172 from 3,256
Change-84 (-3%)
Value$2.4M (-$9.1K)
Filed 2026-10-13
Austin Asset Management Co Inc
DECREASED
Shares3,169 from 3,387
Change-218 (-6%)
Value$2.4M (-$109.5K)
Filed 2026-10-29
Burton Enright Welch
DECREASED
Shares3,169 from 3,223
Change-54 (-2%)
Value$2.4M (+$13.3K)
Filed 2026-11-04
Scott Capital Advisors, LLC
DECREASED
Shares3,165 from 3,460
Change-295 (-9%)
Value$2.5M (-$120.7K)
Filed 2026-10-13
Elevation Capital Advisory, LLC
NEW
Shares3,164
Change+3,164
Value$2.4M
Filed 2026-10-29
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$2.4M (+$53.0K)
Filed 2026-11-03
21 West Wealth Management LLC
DECREASED
Shares3,143 from 3,168
Change-25 (-1%)
Value$2.4M (+$34.6K)
Filed 2026-10-13
Granite FO LLC
DECREASED
Shares3,140 from 3,160
Change-20 (-1%)
Value$2.4M (+$38.3K)
Filed 2026-10-14
Howland Capital Management LLC
INCREASED
Shares3,131 from 2,949
Change+182 (+6%)
Value$2.4M (+$189.4K)
Filed 2026-10-22
Collective Family Office LLC
INCREASED
Shares3,123 from 3,089
Change+34 (+1%)
Value$2.4M (+$78.2K)
Filed 2026-10-05
Victory Financial Group, LLC
INCREASED
Shares3,109 from 2,179
Change+930 (+43%)
Value$2.4M (+$749.2K)
Filed 2026-10-27
Johnson & White Wealth Management, LLC
DECREASED
Shares3,104 from 3,162
Change-58 (-2%)
Value$2.4M (+$8.3K)
Filed 2026-11-03
Capital Investment Counsel, LLC
DECREASED
Shares3,100 from 4,621
Change-1,521 (-33%)
Value$2.4M (-$1.1M)
Filed 2026-10-14
Arbor Wealth Advisors LLC
INCREASED
Shares3,095 from 3,086
Change+9 (+0%)
Value$2.4M (+$59.2K)
Filed 2026-10-09
Fingerlakes Wealth Management, Inc.
DECREASED
Shares3,094 from 3,152
Change-58 (-2%)
Value$2.4M (+$9.1K)
Filed 2026-11-04
Kagan Cocozza Asset Management
DECREASED
Shares3,089 from 3,097
Change-8 (0%)
Value$2.4M (+$46.5K)
Filed 2026-10-19
Fortress Financial Group, LLC
UNCHANGED
Shares3,084 from 3,084
Change0 (0%)
Value$2.4M (+$52.7K)
Filed 2026-10-21
Uptown Financial Advisors LLC
INCREASED
Shares3,069 from 2,631
Change+438 (+17%)
Value$2.4M (+$380.1K)
Filed 2026-10-15
Benin Management Corp
UNCHANGED
Shares3,068 from 3,068
Change0 (0%)
Value$2.3M (+$52.0K)
Filed 2026-10-22
Intelligence Driven Advisers, LLC
DECREASED
Shares3,058 from 3,069
Change-11 (0%)
Value$2.3M (+$43.6K)
Filed 2026-10-09
James Investment Research, Inc.
INCREASED
Shares3,052 from 3,015
Change+37 (+1%)
Value$2.3M (+$79.1K)
Filed 2026-10-22
Highline Wealth Partners LLC
DECREASED
Shares3,047 from 3,078
Change-31 (-1%)
Value$2.3M (+$29.0K)
Filed 2026-10-19
Roan Capital Partners
DECREASED
Shares3,042 from 3,071
Change-29 (-1%)
Value$2.3M (+$30.2K)
Filed 2026-10-09
StoneCrest Wealth Management, Inc.
DECREASED
Shares3,034 from 3,116
Change-82 (-3%)
Value$2.3M (-$10.0K)
Filed 2026-11-03
Hanson & Doremus Investment Management
UNCHANGED
Shares3,030 from 3,030
Change0 (0%)
Value$2.3K (-$2.3M)
Filed 2026-10-16
Grandfield & Dodd, LLC
UNCHANGED
Shares3,030 from 3,030
Change0 (0%)
Value$2.3M (+$51.4K)
Filed 2026-10-29
Zullo Investment Group, Inc.
INCREASED
Shares3,019 from 3,000
Change+19 (+1%)
Value$2.3M (+$65.5K)
Filed 2026-10-20
Trust Co of Tennessee
UNCHANGED
Shares3,011 from 3,011
Change0 (0%)
Value$2.3M (+$51.1K)
Filed 2026-10-16
Core Wealth Partners LLC
INCREASED
Shares3,009 from 774
Change+2,235 (+289%)
Value$2.3M (+$1.7M)
Filed 2026-11-02
Aerodigm Wealth, LLC
DECREASED
Shares2,999 from 3,051
Change-52 (-2%)
Value$2.3M (+$11.9K)
Filed 2026-10-16
Narus Financial Partners, LLC
DECREASED
Shares2,995 from 3,317
Change-322 (-10%)
Value$2.3M (-$190.7K)
Filed 2026-10-19
Rodgers & Associates, LTD
DECREASED
Shares2,992 from 3,013
Change-21 (-1%)
Value$2.3M (+$35.0K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
DECREASED
Shares2,988 from 3,043
Change-55 (-2%)
Value$2.3M (+$8.9K)
Filed 2026-10-27
Prentiss Smith & Co Inc
INCREASED
Shares2,977 from 1,977
Change+1,000 (+51%)
Value$2.3M (+$799.4K)
Filed 2026-10-27
Smith Salley Wealth Management
INCREASED
Shares2,973 from 2,870
Change+103 (+4%)
Value$2.3M (+$127.8K)
Filed 2026-11-03
GEM Asset Management, LLC
INCREASED
Shares2,970 from 2,961
Change+9 (+0%)
Value$2.3M (+$57.1K)
Filed 2026-10-13
Realta Investment Advisors
INCREASED
Shares2,958 from 2,848
Change+110 (+4%)
Value$2.3M (+$132.6K)
Filed 2026-10-14
Amicus Financial Advisors, LLC
DECREASED
Shares2,923 from 2,985
Change-62 (-2%)
Value$2.2M (+$2.8K)
Filed 2026-11-03
My Personal CFO, LLC
DECREASED
Shares2,912 from 3,007
Change-95 (-3%)
Value$2.2M (-$21.5K)
Filed 2026-10-14
Riversedge Advisors, LLC
DECREASED
Shares2,904 from 2,911
Change-7 (0%)
Value$2.2M (+$44.1K)
Filed 2026-10-09
North Dakota State Investment Board
DECREASED
Shares2,902 from 179,687
Change-176,785 (-98%)
Value$2.2M (-$132.3M)
Filed 2026-10-27
Next Level Private LLC
DECREASED
Shares2,900 from 2,955
Change-55 (-2%)
Value$2.2M (+$8.0K)
Filed 2026-10-20
Westchester Capital Management, Inc.
UNCHANGED
Shares2,896 from 2,896
Change0 (0%)
Value$2.2M (+$49.1K)
Filed 2026-10-23
WoodTrust Financial Corp
INCREASED
Shares2,891 from 2,752
Change+139 (+5%)
Value$2.2K (-$2.1M)
Filed 2026-10-09
Asset Advisors Investment Management, LLC
INCREASED
Shares2,872 from 2,476
Change+396 (+16%)
Value$2.2M (+$345.0K)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED
Shares2,858 from 2,859
Change-1 (0%)
Value$2.2M (+$47.4K)
Filed 2026-10-23
LEE Danner & Bass Inc
UNCHANGED
Shares2,849 from 2,849
Change0 (0%)
Value$2.2M (+$48.3K)
Filed 2026-10-27
Pacific Park Financial, Inc.
DECREASED
Shares2,844 from 2,866
Change-22 (-1%)
Value$2.2M (+$31.8K)
Filed 2026-10-13
Frontier Asset Management, LLC
DECREASED
Shares2,833 from 2,948
Change-115 (-4%)
Value$2.2M (-$37.9K)
Filed 2026-10-28
Willow Creek Wealth Management Inc.
DECREASED
Shares2,832 from 3,235
Change-403 (-12%)
Value$2.2M (-$253.8K)
Filed 2026-10-26
Stirlingshire Investments, Inc.
INCREASED
Shares2,831 from 2,671
Change+160 (+6%)
Value$2.2M (+$167.7K)
Filed 2026-11-05
Shade Tree Advisors LLC
INCREASED
Shares2,812 from 2,723
Change+89 (+3%)
Value$2.2M (+$115.0K)
Filed 2026-10-22
MKT Advisors LLC
DECREASED
Shares2,807 from 2,890
Change-83 (-3%)
Value$2.2M (+$11.2K)
Filed 2026-10-20
Rebalance, LLC
INCREASED
Shares2,803 from 2,796
Change+7 (+0%)
Value$2.1M (+$52.6K)
Filed 2026-10-22
Capital Square, LLC
INCREASED
Shares2,802 from 2,723
Change+79 (+3%)
Value$2.1M (+$81.5K)
Filed 2026-10-19
Warwick Investment Management, Inc.
INCREASED
Shares2,800 from 2,799
Change+1 (+0%)
Value$2.1M (+$48.9K)
Filed 2026-10-19
Kings Path Partners LLC
INCREASED
Shares2,797 from 2,678
Change+119 (+4%)
Value$2.1M (+$136.6K)
Filed 2026-10-21
Powers Advisory Group, LLC
INCREASED
Shares2,793 from 2,349
Change+444 (+19%)
Value$2.1M (+$379.9K)
Filed 2026-10-14
Lazari Capital Management, Inc.
DECREASED
Shares2,792 from 2,811
Change-19 (-1%)
Value$2.1M (+$33.4K)
Filed 2026-10-20
Obsidian CIO, LLC
DECREASED
Shares2,785 from 2,896
Change-111 (-4%)
Value$2.1M (-$36.0K)
Filed 2026-11-05
Sageworth Trust Co of South Dakota
INCREASED
Shares2,775 from 2,519
Change+256 (+10%)
Value$2.1M (+$238.8K)
Filed 2026-10-30
First Community Trust NA
DECREASED
Shares2,775 from 2,785
Change-10 (0%)
Value$2.1M (+$39.6K)
Filed 2026-10-07
Hummer Financial Advisory Services Inc
UNCHANGED
Shares2,774 from 2,774
Change0 (0%)
Value$2.1M (+$47.0K)
Filed 2026-10-09
Tableaux LLC
DECREASED
Shares2,767 from 2,819
Change-52 (-2%)
Value$2.1M (+$8.6K)
Filed 2026-10-23
Family Wealth Partners, LLC
INCREASED
Shares2,766 from 2,622
Change+144 (+5%)
Value$2.1M (+$154.8K)
Filed 2026-10-20
Accurate Wealth Management, LLC
INCREASED
Shares2,756 from 2,438
Change+318 (+13%)
Value$2.2M (+$305.5K)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED
Shares2,749 from 2,868
Change-119 (-4%)
Value$2.1M (-$42.5K)
Filed 2026-10-16
Voisard Asset Management Group, Inc.
INCREASED
Shares2,742 from 2,741
Change+1 (+0%)
Value$2.1M (+$47.3K)
Filed 2026-10-13
Old Second National Bank of Aurora
DECREASED
Shares2,739 from 3,309
Change-570 (-17%)
Value$2.1M (-$380.4K)
Filed 2026-10-22
Vigilare Wealth Management
INCREASED
Shares2,733 from 2,116
Change+617 (+29%)
Value$2.1M (+$508.9K)
Filed 2026-10-29
Breakthru Advisory Services, LLC
DECREASED
Shares2,733 from 3,333
Change-600 (-18%)
Value$2.1M (-$403.0K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares2,730 from 2,539
Change+191 (+8%)
Value$2.1M (+$189.1K)
Filed 2026-10-29
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$2.1M (+$46.3K)
Filed 2026-10-16
Seneca Financial Advisors LLC
DECREASED
Shares2,729 from 2,743
Change-14 (-1%)
Value$2.1M (+$35.6K)
Filed 2026-10-28
Clarity Retirement & Wealth, LLC
INCREASED
Shares2,727 from 2,658
Change+69 (+3%)
Value$2.1M (+$97.9K)
Filed 2026-11-04
Broussard Financial Group LLC
DECREASED
Shares2,726 from 2,760
Change-34 (-1%)
Value$2.1M (+$20.8K)
Filed 2026-10-26
West Wealth Group, LLC
INCREASED
Shares2,716 from 2,206
Change+510 (+23%)
Value$2.1M (+$427.7K)
Filed 2026-10-14
Goldenstone Wealth Management LLC
DECREASED
Shares2,710 from 2,795
Change-85 (-3%)
Value$2.1M (-$18.0K)
Filed 2026-11-04
Israel Discount Bank of New York
DECREASED
Shares2,699 from 2,760
Change-61 (-2%)
Value$2.1M (+$93)
Filed 2026-10-14
Brown Miller Wealth Management, LLC
DECREASED
Shares2,688 from 2,691
Change-3 (0%)
Value$2.1M (+$43.4K)
Filed 2026-11-02
Beese Fulmer Investment Management, Inc.
DECREASED
Shares2,668 from 2,860
Change-192 (-7%)
Value$2.0M (-$98.0K)
Filed 2026-10-23
Philadelphia Trust Co
UNCHANGED
Shares2,665 from 2,665
Change0 (0%)
Value$2.0M (+$45.0K)
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares2,659 from 3,303
Change-644 (-19%)
Value$2.0M (-$436.9K)
Filed 2026-11-05
IPG Investment Advisors LLC
DECREASED
Shares2,658 from 3,938
Change-1,280 (-32%)
Value$2.0M (-$913.4K)
Filed 2026-10-30
Horizon Wealth Management, LLC
INCREASED
Shares2,658 from 2,101
Change+557 (+27%)
Value$2.0M (+$462.2K)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED
Shares2,645 from 2,323
Change+322 (+14%)
Value$2.0M (+$285.9K)
Filed 2026-10-15
DDD Partners, LLC
UNCHANGED
Shares2,644 from 2,644
Change0 (0%)
Value$2.0M (+$44.8K)
Filed 2026-11-02
Spectrum Advisors, Inc.
DECREASED
Shares2,635 from 2,664
Change-29 (-1%)
Value$2.0M (+$23.0K)
Filed 2026-11-03
Code Waechter LLC
INCREASED
Shares2,634 from 2,609
Change+25 (+1%)
Value$2.0M (+$63.4K)
Filed 2026-10-23
Clear Trail Advisors, LLC
DECREASED
Shares2,626 from 2,659
Change-33 (-1%)
Value$2.0M (+$19.5K)
Filed 2026-10-20
Violich Capital Management, Inc.
INCREASED
Shares2,604 from 2,444
Change+160 (+7%)
Value$2.0M (+$164.0K)
Filed 2026-10-05
R2 Capital Strategies, LLC
INCREASED
Shares2,599 from 2,596
Change+3 (+0%)
Value$2.0M (+$45.7K)
Filed 2026-10-15
Excalibur Management Corp
UNCHANGED
Shares2,596 from 2,596
Change0 (0%)
Value$2.0M (+$44.0K)
Filed 2026-11-02
Intergy Private Wealth, LLC
INCREASED
Shares2,595 from 2,530
Change+65 (+3%)
Value$2.0M (+$92.9K)
Filed 2026-10-16
Veracity Capital LLC
DECREASED
Shares2,595 from 2,615
Change-20 (-1%)
Value$2.0M (+$28.7K)
Filed 2026-10-08
Wealth Advisory Solutions, LLC
INCREASED
Shares2,590 from 2,571
Change+19 (+1%)
Value$2.0M (+$58.2K)
Filed 2026-10-20
MBA Advisors LLC
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$2.0M (+$44.3K)
Filed 2026-10-29
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,588 from 2,674
Change-86 (-3%)
Value$2.0M (-$20.9K)
Filed 2026-10-28
River Street Advisors LLC
INCREASED
Shares2,582 from 2,576
Change+6 (+0%)
Value$2.0M (+$48.3K)
Filed 2026-10-22
Morton Capital Management LLC
DECREASED
Shares2,579 from 2,767
Change-188 (-7%)
Value$2.0M (-$97.3K)
Filed 2026-10-23
J. Safra Sarasin Holding AG
DECREASED
Shares2,550 from 2,753
Change-203 (-7%)
Value$2.0M (-$96.3K)
Filed 2026-10-26
Investment Planning Advisors, Inc.
DECREASED
Shares2,548 from 2,554
Change-6 (0%)
Value$2.0M (+$38.8K)
Filed 2026-10-14
Tritonpoint Wealth, LLC
DECREASED
Shares2,533 from 2,875
Change-342 (-12%)
Value$1.9M (-$213.4K)
Filed 2026-10-19
Bay Capital Advisors, LLC
INCREASED
Shares2,523 from 2,520
Change+3 (+0%)
Value$1.9M (+$44.9K)
Filed 2026-10-16
Independent Wealth Network Inc.
INCREASED
Shares2,518 from 2,435
Change+83 (+3%)
Value$1.9M (+$104.6K)
Filed 2026-10-19
marrick wealth, LLC
DECREASED
Shares2,518 from 2,544
Change-26 (-1%)
Value$1.9M (+$23.3K)
Filed 2026-10-20
McGuire Investment Group, LLC
DECREASED
Shares2,515 from 2,527
Change-12 (0%)
Value$1.9M (+$33.7K)
Filed 2026-10-23
Parthenon LLC
DECREASED
Shares2,507 from 2,557
Change-50 (-2%)
Value$1.9M (+$5.1K)
Filed 2026-10-22
GLR Partners, LLC
INCREASED
Shares2,507 from 2,496
Change+11 (+0%)
Value$1.9M (+$50.4K)
Filed 2026-11-04
Sensible Money, LLC
INCREASED
Shares2,505 from 2,417
Change+88 (+4%)
Value$1.9M (+$108.3K)
Filed 2026-10-20
Outbound Financial Inc
UNCHANGED
Shares2,502 from 2,502
Change0 (0%)
Value$1.9M (+$42.4K)
Filed 2026-10-13
Hardin Capital Partners, LLC
INCREASED
Shares2,494 from 1,754
Change+740 (+42%)
Value$1.9M (+$592.0K)
Filed 2026-10-09
Beutel, Goodman & Co Ltd.
INCREASED
Shares2,471 from 1,849
Change+622 (+34%)
Value$1.9M (+$506.0K)
Filed 2026-11-04
Acorn Financial Advisory Services Inc
DECREASED
Shares2,470 from 2,474
Change-4 (0%)
Value$1.9M (+$39.1K)
Filed 2026-11-02
Kornitzer Capital Management Inc
DECREASED
Shares2,467 from 2,792
Change-325 (-12%)
Value$1.9M (-$201.5K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares2,466 from 2,397
Change+69 (+3%)
Value$1.9M (+$93.5K)
Filed 2026-11-02
Capital Squared Financial LLC
INCREASED
Shares2,459 from 2,174
Change+285 (+13%)
Value$1.9M (+$254.9K)
Filed 2026-10-30
Brooklyn FI, LLC
INCREASED
Shares2,451 from 1,821
Change+630 (+35%)
Value$1.9M (+$520.3K)
Filed 2026-11-05
True North Advisors, LLC
INCREASED
Shares2,444 from 2,360
Change+84 (+4%)
Value$1.9M (+$105.0K)
Filed 2026-10-22
Inspirion Wealth Advisors, LLC
INCREASED
Shares2,436 from 2,435
Change+1 (+0%)
Value$1.9M (+$40.9K)
Filed 2026-10-09
Next Level Wealth Planning, LLC
INCREASED
Shares2,434 from 2,406
Change+28 (+1%)
Value$1.9M (+$62.4K)
Filed 2026-10-29
Waterfront Wealth Inc.
DECREASED
Shares2,425 from 2,452
Change-27 (-1%)
Value$1.9M (+$12.5K)
Filed 2026-11-03
Cabot Wealth Management Inc
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$1.9M (+$41.1K)
Filed 2026-11-05
Park Edge Advisors, LLC
INCREASED
Shares2,423 from 507
Change+1,916 (+378%)
Value$1.9M (+$1.5M)
Filed 2026-10-28
High Probability Advisors, LLC
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$1.9M (+$41.1K)
Filed 2026-10-19
Lawood & Co
DECREASED
Shares2,419 from 2,435
Change-16 (-1%)
Value$1.9M (+$29.0K)
Filed 2026-10-09
Griffith & Werner, Inc.
INCREASED
Shares2,415 from 2,410
Change+5 (+0%)
Value$1.8M (+$44.4K)
Filed 2026-11-04
Bell Bank
DECREASED
Shares2,410 from 2,418
Change-8 (0%)
Value$1.8M (+$34.9K)
Filed 2026-10-21
Quantum Financial Partners LLC
INCREASED
Shares2,399 from 1,962
Change+437 (+22%)
Value$1.8M (+$368.1K)
Filed 2026-10-19
Clientfirst Wealth Management, LLC
UNCHANGED
Shares2,391 from 2,391
Change0 (0%)
Value$1.8M (+$40.6K)
Filed 2026-11-04
Family Office Research LLC
INCREASED
Shares2,381 from 2,380
Change+1 (+0%)
Value$1.8M (+$41.6K)
Filed 2026-10-14
Montz Harcus Wealth Management LLC
INCREASED
Shares2,379 from 1,675
Change+704 (+42%)
Value$1.8M (+$567.1K)
Filed 2026-10-09
Corrado Advisors, LLC
INCREASED
Shares2,379 from 2,312
Change+67 (+3%)
Value$1.8M (+$90.0K)
Filed 2026-10-27
Hudson Oak Wealth Advisory LLC
DECREASED
Shares2,377 from 2,497
Change-120 (-5%)
Value$1.8M (-$49.6K)
Filed 2026-10-16
Hickory Point Bank & Trust
DECREASED
Shares2,374 from 2,379
Change-5 (0%)
Value$1.8M (+$36.5K)
Filed 2026-10-01
Capital Management Associates, Inc
DECREASED
Shares2,364 from 2,374
Change-10 (0%)
Value$1.8M (+$32.4K)
Filed 2026-10-20
Berkshire Money Management, Inc.
NEW
Shares2,347
Change+2,347
Value$1.8M
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares2,346 from 2,155
Change+191 (+9%)
Value$1.8M (+$184.5K)
Filed 2026-10-30
Everett Harris & Co
DECREASED
Shares2,344 from 2,444
Change-100 (-4%)
Value$1.8M (-$35.1K)
Filed 2026-10-28
Cora Capital Advisors LLC
UNCHANGED
Shares2,341 from 2,341
Change0 (0%)
Value$1.8M (+$39.7K)
Filed 2026-11-02
Lakewood Asset Management LLC
INCREASED
Shares2,336 from 2,221
Change+115 (+5%)
Value$1.8M (+$126.1K)
Filed 2026-10-26
Avid Wealth Partners LLC
DECREASED
Shares2,334 from 14,463
Change-12,129 (-84%)
Value$1.8M (-$9.0M)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
DECREASED
Shares2,317 from 2,324
Change-7 (0%)
Value$1.8M (+$34.3K)
Filed 2026-10-21
Stone Wealth Partners
INCREASED
Shares2,312 from 1,674
Change+638 (+38%)
Value$1.8M (+$508.6K)
Filed 2026-11-05
Arthur M. Cohen & Associates, LLC
INCREASED
Shares2,308 from 2,303
Change+5 (+0%)
Value$1.8M (+$43.0K)
Filed 2026-10-26
55 North Private Wealth, LLC
DECREASED
Shares2,297 from 2,320
Change-23 (-1%)
Value$1.8M (+$22.0K)
Filed 2026-10-20
Atwood & Palmer Inc
INCREASED
Shares2,276 from 1,725
Change+551 (+32%)
Value$1.7M (+$450.8K)
Filed 2026-10-08
Canopy Partners, LLC
DECREASED
Shares2,271 from 2,282
Change-11 (0%)
Value$1.7M (+$30.3K)
Filed 2026-10-28
SkyOak Wealth, LLC
UNCHANGED
Shares2,271 from 2,271
Change0 (0%)
Value$1.7M (+$38.6K)
Filed 2026-10-28
Gordian Advisors LLC
INCREASED
Shares2,266 from 1,265
Change+1,001 (+79%)
Value$1.7M (+$787.8K)
Filed 2026-10-30
Destiny Wealth Partners, LLC
DECREASED
Shares2,264 from 2,315
Change-51 (-2%)
Value$1.7M (-$27.5K)
Filed 2026-11-05
LMG Wealth Partners, LLC
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$1.7M (+$38.3K)
Filed 2026-11-05
Atlas Private Wealth Advisors
INCREASED
Shares2,251 from 1,706
Change+545 (+32%)
Value$1.7M (+$446.2K)
Filed 2026-10-23
Reinhart Partners, Llc.
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$1.7M (+$38.1K)
Filed 2026-10-09
Accel Wealth Management
INCREASED
Shares2,226 from 2,022
Change+204 (+10%)
Value$1.7M (+$189.8K)
Filed 2026-10-13
Ehrlich Financial Group
DECREASED
Shares2,219 from 2,288
Change-69 (-3%)
Value$1.7M (-$14.0K)
Filed 2026-10-20
Principle Wealth Partners LLC
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$1.7M (+$37.8K)
Filed 2026-11-02
Brown Financial Advisory
DECREASED
Shares2,213 from 2,236
Change-23 (-1%)
Value$1.7M (+$20.3K)
Filed 2026-11-05
E&G Advisors, LLC
DECREASED
Shares2,210 from 2,215
Change-5 (0%)
Value$1.7M (+$33.7K)
Filed 2026-10-13
Moneywise, Inc.
DECREASED
Shares2,203 from 4,335
Change-2,132 (-49%)
Value$1.7M (-$1.6M)
Filed 2026-10-30
Range Financial Group LLC
DECREASED
Shares2,199 from 2,267
Change-68 (-3%)
Value$1.7M (-$14.4K)
Filed 2026-10-21
Randolph Co Inc
INCREASED
Shares2,198 from 2,183
Change+15 (+1%)
Value$1.7M (+$48.5K)
Filed 2026-10-23
Clear Harbor Asset Management, LLC
INCREASED
Shares2,196 from 1,893
Change+303 (+16%)
Value$1.7M (+$264.4K)
Filed 2026-11-05
Blue Line Capital, LLC / IL
INCREASED
Shares2,193 from 1,974
Change+219 (+11%)
Value$1.7M (+$201.4K)
Filed 2026-11-04
Arbor Investment Advisors, LLC
DECREASED
Shares2,193 from 2,205
Change-12 (-1%)
Value$1.7M (+$28.2K)
Filed 2026-10-26
TruNorth Capital Management, LLC
UNCHANGED
Shares2,190 from 2,190
Change0 (0%)
Value$1.7M (+$37.1K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
INCREASED
Shares2,172 from 2,047
Change+125 (+6%)
Value$1.7M (+$130.4K)
Filed 2026-10-28
JIM Saulnier & Associates, LLC
INCREASED
Shares2,168 from 2,166
Change+2 (+0%)
Value$1.7M (+$38.1K)
Filed 2026-11-04
MBL Wealth, LLC
DECREASED
Shares2,159 from 2,182
Change-23 (-1%)
Value$1.7M (+$19.4K)
Filed 2026-10-22
Ethic Inc.
INCREASED
Shares2,157 from 1,335
Change+822 (+62%)
Value$1.7M (+$652.5K)
Filed 2026-11-03
Whipplewood Advisors, LLC
DECREASED
Shares2,157 from 2,197
Change-40 (-2%)
Value$1.7M (+$6.6K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares2,156 from 7,931
Change-5,775 (-73%)
Value$1.7M (-$4.3M)
Filed 2026-10-27
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares2,147 from 2,147
Change0 (0%)
Value$1.6M (+$36.4K)
Filed 2026-11-02
Independent Investors Inc
INCREASED
Shares2,146 from 2,106
Change+40 (+2%)
Value$1.6M (+$66.4K)
Filed 2026-10-30
Focused Wealth Management, Inc
INCREASED
Shares2,143 from 2,010
Change+133 (+7%)
Value$1.6M (+$135.7K)
Filed 2026-10-30
Crown Wealth Group, LLC
INCREASED
Shares2,139 from 2,089
Change+50 (+2%)
Value$1.6M (+$73.6K)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares2,130 from 2,193
Change-63 (-3%)
Value$1.6M (-$11.1K)
Filed 2026-10-29
Altfest L J & Co Inc
DECREASED
Shares2,122 from 2,179
Change-57 (-3%)
Value$1.6M (-$6.6K)
Filed 2026-10-27
Simplex Trading, LLC
INCREASED
Shares2,117 from 1,196
Change+921 (+77%)
Value$1.6M (+$725.6K)
Filed 2026-11-04
Balboa Wealth Partners
INCREASED
Shares2,117 from 1,997
Change+120 (+6%)
Value$1.6M (+$125.8K)
Filed 2026-10-20
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares2,114 from 2,045
Change+69 (+3%)
Value$1.6M (+$87.8K)
Filed 2026-10-08
A&I Financial Services, LLC
DECREASED
Shares2,103 from 2,117
Change-14 (-1%)
Value$1.6M (+$25.2K)
Filed 2026-10-15
Insight Wealth Strategies, LLC
DECREASED
Shares2,101 from 2,381
Change-280 (-12%)
Value$1.6M (-$174.0K)
Filed 2026-10-09
Yarbrough Capital, LLC
UNCHANGED
Shares2,098 from 2,098
Change0 (0%)
Value$1.6M (+$35.6K)
Filed 2026-10-19
Autumn Glory Partners, LLC
UNCHANGED
Shares2,089 from 2,089
Change0 (0%)
Value$1.6M (+$35.4K)
Filed 2026-10-26
Center for Financial Planning, Inc.
UNCHANGED
Shares2,089 from 2,089
Change0 (0%)
Value$1.6M (+$35.4K)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
INCREASED
Shares2,087 from 2,039
Change+48 (+2%)
Value$1.6M (+$71.6K)
Filed 2026-10-21
Lavelle Capital LP
INCREASED
Shares2,070 from 2,000
Change+70 (+4%)
Value$1.6M (+$87.5K)
Filed 2026-11-03
Ridgeline Wealth Planning, LLC
DECREASED
Shares2,058 from 2,571
Change-513 (-20%)
Value$1.6M (-$348.7K)
Filed 2026-10-29
Sara-Bay Financial
INCREASED
Shares2,034 from 1,938
Change+96 (+5%)
Value$1.6M (+$106.9K)
Filed 2026-10-21
Means Investment Co., Inc.
DECREASED
Shares2,034 from 2,039
Change-5 (0%)
Value$1.6M (+$31.3K)
Filed 2026-11-03
Midwest Heritage Bank, FSB
DECREASED
Shares2,031 from 2,051
Change-20 (-1%)
Value$1.6M (+$19.5K)
Filed 2026-10-26
Able Financial Group, LLC
DECREASED
Shares2,027 from 2,036
Change-9 (0%)
Value$1.6M (+$27.6K)
Filed 2026-10-14
StoryOne LLC
INCREASED
Shares2,026 from 1,013
Change+1,013 (+100%)
Value$1.6M (+$793.5K)
Filed 2026-10-13
Legacy Financial Group, Inc.
DECREASED
Shares2,025 from 2,069
Change-44 (-2%)
Value$1.6M (+$1.4K)
Filed 2026-10-21
SLT Holdings LLC
INCREASED
Shares2,022 from 1,618
Change+404 (+25%)
Value$1.5M (+$336.9K)
Filed 2026-10-15
Cornerstone Wealth, LLC
INCREASED
Shares2,020 from 1,929
Change+91 (+5%)
Value$1.5M (+$79.1K)
Filed 2026-10-28
LexAurum Advisors, LLC
INCREASED
Shares2,015 from 1,978
Change+37 (+2%)
Value$1.5M (+$62.1K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares2,006 from 1,696
Change+310 (+18%)
Value$1.5M (+$266.2K)
Filed 2026-11-03
Cortland Associates Inc
DECREASED
Shares2,000 from 2,287
Change-287 (-13%)
Value$1.5M (-$181.0K)
Filed 2026-10-29
Madden Securities Corp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$1.5M (+$33.9K)
Filed 2026-10-27
KG Capital Management
DECREASED
Shares1,995 from 2,074
Change-79 (-4%)
Value$1.5M (-$25.1K)
Filed 2026-10-15
Northwest Wealth Management, LLC
INCREASED
Shares1,993 from 1,867
Change+126 (+7%)
Value$1.5M (+$128.2K)
Filed 2026-10-30
J.Safra Asset Management Corp
UNCHANGED
Shares1,976 from 1,976
Change0 (0%)
Value$1.5M (+$33.5K)
Filed 2026-11-03
Ervin Investment Management, LLC
DECREASED
Shares1,973 from 1,978
Change-5 (0%)
Value$1.5M (+$29.7K)
Filed 2026-10-23
Marion Wealth Management
INCREASED
Shares1,968 from 1,915
Change+53 (+3%)
Value$1.5M (+$73.1K)
Filed 2026-10-22
Sterling Wealth Management, Inc.
DECREASED
Shares1,965 from 2,916
Change-951 (-33%)
Value$1.5M (-$679.2K)
Filed 2026-10-23
Tuttle Capital Management, LLC
NEW
Shares1,959
Change+1,959
Value$1.5M
Filed 2026-10-21
Wingate Wealth Advisors, Inc.
DECREASED
Shares1,959 from 1,961
Change-2 (0%)
Value$1.5M (+$31.7K)
Filed 2026-10-26
Financial Insights, Inc.
UNCHANGED
Shares1,956 from 1,956
Change0 (0%)
Value$1.5M (+$33.2K)
Filed 2026-10-27
Cowa, LLC
DECREASED
Shares1,948 from 1,983
Change-35 (-2%)
Value$1.5M (+$6.8K)
Filed 2026-10-30
Northwest Financial Advisors
INCREASED
Shares1,944 from 1,915
Change+29 (+2%)
Value$1.5M (+$54.7K)
Filed 2026-10-27
Woodside Wealth Management LLC
UNCHANGED
Shares1,944 from 1,944
Change0 (0%)
Value$1.5M (+$33.0K)
Filed 2026-10-16
Strata Wealth Advisors, LLC
DECREASED
Shares1,931 from 1,932
Change-1 (0%)
Value$1.5M (+$31.8K)
Filed 2026-10-16
Paladin Wealth, LLC
DECREASED
Shares1,920 from 2,039
Change-119 (-6%)
Value$1.5M (-$56.4K)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
DECREASED
Shares1,912 from 2,106
Change-194 (-9%)
Value$1.5M (-$112.9K)
Filed 2026-10-26
Tucker Asset Management LLC
INCREASED
Shares1,905 from 1,434
Change+471 (+33%)
Value$1.5M (+$384.6K)
Filed 2026-10-29
Ballast, Inc.
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$1.5M (+$32.3K)
Filed 2026-10-20
Colonial River Investments, LLC
INCREASED
Shares1,898 from 1,301
Change+597 (+46%)
Value$1.5M (+$479.4K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
INCREASED
Shares1,896 from 1,791
Change+105 (+6%)
Value$1.5M (+$110.4K)
Filed 2026-10-16
Planned Solutions, Inc.
INCREASED
Shares1,877 from 1,876
Change+1 (+0%)
Value$1.4M (+$32.5K)
Filed 2026-10-19
Vertrix Wealth Management, LLC
INCREASED
Shares1,875 from 1,853
Change+22 (+1%)
Value$1.4M (+$48.1K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
INCREASED
Shares1,874 from 1,765
Change+109 (+6%)
Value$1.4M (+$113.2K)
Filed 2026-11-04
Princeton Capital Management LLC
UNCHANGED
Shares1,874 from 1,874
Change0 (0%)
Value$1.4M (+$31.8K)
Filed 2026-10-27
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares1,873 from 1,873
Change0 (0%)
Value$1.4M (+$31.8K)
Filed 2026-10-23
BFI Infinity Ltd.
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$1.4M (+$28.0K)
Filed 2026-10-16
GEN Financial Management, Inc.
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$1.4M (+$31.7K)
Filed 2026-10-13
Altiora Financial Group, LLC
DECREASED
Shares1,866 from 3,725
Change-1,859 (-50%)
Value$1.4M (-$1.4M)
Filed 2026-11-04
TrueWealth Advisors, LLC
INCREASED
Shares1,864 from 1,856
Change+8 (+0%)
Value$1.4M (+$38.0K)
Filed 2026-10-09
BCS Wealth Management
UNCHANGED
Shares1,854 from 1,854
Change0 (0%)
Value$1.4M (+$31.6K)
Filed 2026-11-03
Sacks & Associates, LLC
DECREASED
Shares1,852 from 1,883
Change-31 (-2%)
Value$1.4M (+$5.4K)
Filed 2026-10-09
Register Financial Advisors LLC
DECREASED
Shares1,847 from 1,999
Change-152 (-8%)
Value$1.4M (-$82.5K)
Filed 2026-10-23
Hamilton Capital, LLC
DECREASED
Shares1,847 from 1,943
Change-96 (-5%)
Value$1.4M (-$40.6K)
Filed 2026-10-08
Inscription Capital, LLC
INCREASED
Shares1,846 from 1,243
Change+603 (+49%)
Value$1.4M (+$482.3K)
Filed 2026-11-02
Elevation Wealth Management LLC
INCREASED
Shares1,845 from 1,788
Change+57 (+3%)
Value$1.4M (+$74.1K)
Filed 2026-11-02
Aspen Wealth Management LLC
INCREASED
Shares1,838 from 1,724
Change+114 (+7%)
Value$1.4M (+$116.4K)
Filed 2026-10-14
71 West Capital Partners
DECREASED
Shares1,834 from 2,055
Change-221 (-11%)
Value$1.4M (-$134.4K)
Filed 2026-11-04
Peck Wealth Management, LLC
DECREASED
Shares1,811 from 1,841
Change-30 (-2%)
Value$1.4M (+$8.2K)
Filed 2026-10-29
Agate Pass Investment Management, LLC
INCREASED
Shares1,810 from 1,714
Change+96 (+6%)
Value$1.4M (+$102.6K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
INCREASED
Shares1,808 from 1,614
Change+194 (+12%)
Value$1.4M (+$176.0K)
Filed 2026-11-03
Jm2 Capital Inc.
UNCHANGED
Shares1,801 from 1,801
Change0 (0%)
Value$1.4M (+$30.5K)
Filed 2026-10-14
Summit Global Investments
DECREASED
Shares1,800 from 1,840
Change-40 (-2%)
Value$1.4K (-$1.4M)
Filed 2026-10-28
Trinity Financial Advisors LLC
DECREASED
Shares1,790 from 2,481
Change-691 (-28%)
Value$1.4M (-$487.3K)
Filed 2026-10-09
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$1.4M (+$30.2K)
Filed 2026-10-21
Team Financial Group, LLC
INCREASED
Shares1,781 from 1,695
Change+86 (+5%)
Value$1.4M (+$94.3K)
Filed 2026-10-30
Brookmont Capital Management
INCREASED
Shares1,781 from 1,774
Change+7 (+0%)
Value$1.4M (+$35.6K)
Filed 2026-10-23
Prosperity Planning, Inc.
INCREASED
Shares1,780 from 1,648
Change+132 (+8%)
Value$1.4M (+$129.0K)
Filed 2026-10-09
Portland Financial Advisors Inc
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$1.4M (+$30.1K)
Filed 2026-10-26
Aventus Investment Advisors, Inc.
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$1.4M (+$30.0K)
Filed 2026-10-09
Redwood Financial Network Corp
DECREASED
Shares1,767 from 1,771
Change-4 (0%)
Value$1.4M (+$27.1K)
Filed 2026-11-03
Centerpoint Advisory Group
DECREASED
Shares1,765 from 1,793
Change-28 (-2%)
Value$1.4M (+$9.2K)
Filed 2026-10-23
Councilor Wealth, LLC
INCREASED
Shares1,763 from 1,762
Change+1 (+0%)
Value$1.4M (+$30.7K)
Filed 2026-10-09
Mcrae Capital Management Inc
DECREASED
Shares1,759 from 1,766
Change-7 (0%)
Value$1.3M (+$24.2K)
Filed 2026-10-15
Avion Wealth
INCREASED
Shares1,756 from 1,752
Change+4 (+0%)
Value$1.3M (+$33.0K)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
INCREASED
Shares1,750 from 1,639
Change+111 (+7%)
Value$1.3K (-$1.2M)
Filed 2026-10-22
Ryan Investment Management, Inc.
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$1.3M (+$29.6K)
Filed 2026-10-20
CMH Wealth Management LLC
DECREASED
Shares1,744 from 1,900
Change-156 (-8%)
Value$1.3M (-$87.2K)
Filed 2026-10-22
Orba Wealth Advisors, L.L.C.
DECREASED
Shares1,729 from 3,129
Change-1,400 (-45%)
Value$1.3M (-$1.0M)
Filed 2026-10-23
Foguth Wealth Management, Llc.
INCREASED
Shares1,728 from 1,081
Change+647 (+60%)
Value$1.3M (+$519.2K)
Filed 2026-10-19
Juno Financial Group LLC
DECREASED
Shares1,722 from 1,724
Change-2 (0%)
Value$1.3M (+$27.7K)
Filed 2026-10-27
Bill Few Associates, Inc.
INCREASED
Shares1,720 from 1,702
Change+18 (+1%)
Value$1.3M (+$42.7K)
Filed 2026-10-09
Global View Capital Management LLC
DECREASED
Shares1,709 from 2,309
Change-600 (-26%)
Value$1.3M (-$420.3K)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares1,708 from 1,624
Change+84 (+5%)
Value$1.3M (+$91.7K)
Filed 2026-10-30
Roberts Wealth Advisors, LLC
DECREASED
Shares1,707 from 1,935
Change-228 (-12%)
Value$1.3M (-$141.6K)
Filed 2026-10-14
Sierra Ocean, LLC
DECREASED
Shares1,706 from 1,883
Change-177 (-9%)
Value$1.3M (-$103.6K)
Filed 2026-11-03
Sage Capital Management, LLC
UNCHANGED
Shares1,705 from 1,705
Change0 (0%)
Value$1.3M (+$29.7K)
Filed 2026-10-20
North Point Portfolio Managers Corp
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$1.3M (+$28.7K)
Filed 2026-10-07
Grey Fox Wealth Advisors, LLC
INCREASED
Shares1,693 from 997
Change+696 (+70%)
Value$1.3M (+$549.6K)
Filed 2026-11-03
Tenon Financial LLC
INCREASED
Shares1,693 from 1,457
Change+236 (+16%)
Value$1.3M (+$206.0K)
Filed 2026-10-14
180 Wealth Advisors, LLC
DECREASED
Shares1,688 from 1,710
Change-22 (-1%)
Value$1.3M (+$11.8K)
Filed 2026-11-03
Oak Harvest Investment Services
DECREASED
Shares1,686 from 2,763
Change-1,077 (-39%)
Value$1.3M (-$777.9K)
Filed 2026-10-20
Ifrah Financial Services, Inc.
INCREASED
Shares1,682 from 1,415
Change+267 (+19%)
Value$1.3M (+$229.0K)
Filed 2026-10-13
Selby Wealth Management, LLC
INCREASED
Shares1,682 from 1,678
Change+4 (+0%)
Value$1.3M (+$31.6K)
Filed 2026-10-16
Rockport Wealth LLC
UNCHANGED
Shares1,682 from 1,682
Change0 (0%)
Value$1.3M (+$28.5K)
Filed 2026-11-03
Strategic Equity Management
DECREASED
Shares1,665 from 3,620
Change-1,955 (-54%)
Value$1.3M (-$1.4M)
Filed 2026-11-04
Financial Planning Navigators Corp
DECREASED
Shares1,663 from 1,673
Change-10 (-1%)
Value$1.3M (+$20.7K)
Filed 2026-10-14
Sincerus Advisory, LLC
DECREASED
Shares1,656 from 1,710
Change-54 (-3%)
Value$1.3M (-$12.0K)
Filed 2026-10-09
Lane Brothers & Co Inc
DECREASED
Shares1,652 from 8,907
Change-7,255 (-81%)
Value$1.3M (-$5.4M)
Filed 2026-11-02
Xena Financial Planning, LLC
DECREASED
Shares1,647 from 1,701
Change-54 (-3%)
Value$1.3M (-$13.1K)
Filed 2026-10-13
Gerber, LLC
UNCHANGED
Shares1,646 from 1,646
Change0 (0%)
Value$1.3M (+$28.3K)
Filed 2026-10-21
McHugh Group, LLC
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$1.3M (+$27.9K)
Filed 2026-10-19
Correct Capital Wealth Management
DECREASED
Shares1,640 from 1,641
Change-1 (0%)
Value$1.3M (+$27.8K)
Filed 2026-11-02
Barlow Wealth Partners, LLC
INCREASED
Shares1,639 from 1,630
Change+9 (+1%)
Value$1.3M (+$62.0K)
Filed 2026-10-15
Align Financial, LLC
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$1.3M (+$27.7K)
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED
Shares1,627 from 1,755
Change-128 (-7%)
Value$1.2M (-$69.2K)
Filed 2026-11-03
Crew Capital Management, Ltd
DECREASED
Shares1,622 from 1,912
Change-290 (-15%)
Value$1.2M (-$189.9K)
Filed 2026-10-28
Aureum Wealth Management, LLC
DECREASED
Shares1,619 from 1,629
Change-10 (-1%)
Value$1.2M (+$20.0K)
Filed 2026-10-15
Life Planning Partners, Inc
DECREASED
Shares1,617 from 1,681
Change-64 (-4%)
Value$1.2M (-$21.0K)
Filed 2026-10-28
N10 Wealth, LLC
NEW
Shares1,610
Change+1,610
Value$1.2M
Filed 2026-10-14
Ascentis Wealth Management, LLC
INCREASED
Shares1,608 from 1,601
Change+7 (+0%)
Value$1.2M (+$32.8K)
Filed 2026-11-03
Marks Group Wealth Management, Inc
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$1.2M (+$27.1K)
Filed 2026-11-05
VCI Wealth Management LLC
DECREASED
Shares1,592 from 1,788
Change-196 (-11%)
Value$1.2M (-$119.8K)
Filed 2026-10-29
46 Peaks LLC
DECREASED
Shares1,587 from 1,588
Change-1 (0%)
Value$1.2M (+$26.9K)
Filed 2026-11-03
McClarren Financial Advisors, Inc.
DECREASED
Shares1,585 from 2,150
Change-565 (-26%)
Value$1.2M (-$396.0K)
Filed 2026-10-15
Sjbenen Advisory, LLC
INCREASED
Shares1,585 from 1,302
Change+283 (+22%)
Value$1.2M (+$245.0K)
Filed 2026-10-19
William Mack & Associates, Inc.
INCREASED
Shares1,584 from 1,533
Change+51 (+3%)
Value$1.2M (+$65.2K)
Filed 2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED
Shares1,579 from 1,042
Change+537 (+52%)
Value$1.2M (+$429.4K)
Filed 2026-10-21
Revisor Wealth Management LLC
DECREASED
Shares1,567 from 1,607
Change-40 (-2%)
Value$1.2M (-$2.7K)
Filed 2026-10-20
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,562 from 1,451
Change+111 (+8%)
Value$1.2M (+$109.1K)
Filed 2026-11-02
SP Asset Management LLC
INCREASED
Shares1,560 from 1,557
Change+3 (+0%)
Value$1.2M (+$28.9K)
Filed 2026-11-05
Chris Bulman Inc
DECREASED
Shares1,554 from 1,556
Change-2 (0%)
Value$1.2M (+$24.9K)
Filed 2026-10-20
Thryve Wealth Management LLC
INCREASED
Shares1,545 from 1,497
Change+48 (+3%)
Value$1.2M (+$62.3K)
Filed 2026-10-09
Merkkuri Wealth Advisors LLC
DECREASED
Shares1,533 from 1,554
Change-21 (-1%)
Value$1.2M (+$10.0K)
Filed 2026-11-03
Argentarii, LLC
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$1.2M (-$12.8K)
Filed 2026-10-28
Mutual of America Capital Management LLC
INCREASED
Shares1,520 from 1,423
Change+97 (+7%)
Value$1.2M (+$98.4K)
Filed 2026-10-23
Lake Hills Wealth Management, LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$1.2M (+$25.8K)
Filed 2026-10-07
Tandem Capital Management Corp
UNCHANGED
Shares1,518 from 1,518
Change0 (0%)
Value$1.2M (+$25.7K)
Filed 2026-10-22
Vilga Financial Planning LLC
INCREASED
Shares1,517 from 1,515
Change+2 (+0%)
Value$1.2M (+$27.6K)
Filed 2026-10-09
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,516 from 1,516
Change0 (0%)
Value$1.2M (+$25.7K)
Filed 2026-11-03
Reik & Co., LLC
UNCHANGED
Shares1,516 from 1,516
Change0 (0%)
Value$1.2M (+$25.7K)
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares1,515 from 1,347
Change+168 (+12%)
Value$1.2M (+$151.6K)
Filed 2026-10-26
Meritas Wealth Management, LLC
DECREASED
Shares1,507 from 1,510
Change-3 (0%)
Value$1.2M (+$23.1K)
Filed 2026-10-14
Kondo Wealth Advisors, Inc.
INCREASED
Shares1,503 from 1,499
Change+4 (+0%)
Value$1.2M (+$28.2K)
Filed 2026-10-19
RMR Capital Management, LLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$1.1M (+$25.4K)
Filed 2026-10-23
Briaud Financial Planning Inc
DECREASED
Shares1,492 from 3,903
Change-2,411 (-62%)
Value$1.1M (-$1.8M)
Filed 2026-10-20
Essential Investment Partners LLC
INCREASED
Shares1,492 from 1,452
Change+40 (+3%)
Value$1.1M (+$55.3K)
Filed 2026-10-27
Nicollet Investment Management, Inc.
INCREASED
Shares1,491 from 1,489
Change+2 (+0%)
Value$1.1K (-$1.1M)
Filed 2026-10-14
Dodds Wealth, LLC
INCREASED
Shares1,488 from 1,485
Change+3 (+0%)
Value$1.1M (+$27.5K)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares1,487 from 1,400
Change+87 (+6%)
Value$1.1M (+$90.6K)
Filed 2026-10-14
Capital City Trust Co
DECREASED
Shares1,487 from 1,547
Change-60 (-4%)
Value$1.1M (-$19.7K)
Filed 2026-10-22
Manuka Financial, LLC
UNCHANGED
Shares1,486 from 1,486
Change0 (0%)
Value$1.1M (+$25.4K)
Filed 2026-10-16
Towneley Capital Management, Inc / de
DECREASED
Shares1,483 from 1,488
Change-5 (0%)
Value$1.1M (+$21.4K)
Filed 2026-10-09
Sky Investment Group LLC
UNCHANGED
Shares1,481 from 1,481
Change0 (0%)
Value$1.1M (+$25.1K)
Filed 2026-10-30
Monument Capital Management
INCREASED
Shares1,479 from 1,369
Change+110 (+8%)
Value$1.1M (+$107.5K)
Filed 2026-10-09
Monte Financial Group, LLC
INCREASED
Shares1,478 from 1,375
Change+103 (+7%)
Value$1.1M (+$100.2K)
Filed 2026-11-02
Capstone Wealth Management Group, LLC
DECREASED
Shares1,478 from 1,484
Change-6 (0%)
Value$989.3K (-$122.0K)
Filed 2026-11-05
Lmcg Investments, LLC
DECREASED
Shares1,476 from 1,730
Change-254 (-15%)
Value$1.1M (-$165.2K)
Filed 2026-10-21
Colorado Capital Management, Inc.
DECREASED
Shares1,476 from 1,557
Change-81 (-5%)
Value$1.1K (-$36)
Filed 2026-10-15
Ddfg, Inc
INCREASED
Shares1,471 from 1,468
Change+3 (+0%)
Value$1.1M (+$27.6K)
Filed 2026-10-15
Redmond Asset Management, LLC
INCREASED
Shares1,464 from 1,460
Change+4 (+0%)
Value$1.1M (+$27.8K)
Filed 2026-10-27
Globalt Investments LLC / GA
UNCHANGED
Shares1,461 from 1,461
Change0 (0%)
Value$1.1M (+$24.8K)
Filed 2026-10-27
Amplius Wealth Advisors, LLC
NEW
Shares1,459
Change+1,459
Value$1.1M
Filed 2026-10-20
Asset Allocation Strategies LLC
DECREASED
Shares1,459 from 1,463
Change-4 (0%)
Value$1.1M (+$21.5K)
Filed 2026-10-20
Hibernia Wealth Partners, LLC
INCREASED
Shares1,456 from 1,179
Change+277 (+23%)
Value$1.1M (+$232.5K)
Filed 2026-10-29
Cullen Investment Group, Ltd.
INCREASED
Shares1,456 from 1,394
Change+62 (+4%)
Value$1.1M (+$93.8K)
Filed 2026-10-13
Pathway Financial Advisors LLC
UNCHANGED
Shares1,456 from 1,456
Change0 (0%)
Value$1.1M (+$25.4K)
Filed 2026-10-07
DSG Capital Advisors, LLC
UNCHANGED
Shares1,453 from 1,453
Change0 (0%)
Value$1.1M (+$15.6K)
Filed 2026-11-05
WT Wealth Management
DECREASED
Shares1,448 from 1,458
Change-10 (-1%)
Value$1.1M (+$17.1K)
Filed 2026-10-13
Green Ridge Wealth Planning LLC
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$1.1M (+$24.5K)
Filed 2026-10-08
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares1,444 from 1,494
Change-50 (-3%)
Value$1.1M (-$13.2K)
Filed 2026-10-15
MN Wealth Advisors, LLC
DECREASED
Shares1,443 from 1,483
Change-40 (-3%)
Value$1.1M (-$5.9K)
Filed 2026-10-23
Waystone Advisors LLC
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-16
Johnson Bixby & Associates, LLC
DECREASED
Shares1,439 from 1,445
Change-6 (0%)
Value$1.1M (+$20.0K)
Filed 2026-10-14
Legacy Solutions, LLC
INCREASED
Shares1,432 from 1,431
Change+1 (+0%)
Value$1.1M (+$25.2K)
Filed 2026-10-07
Sanchez Wealth Management Group
DECREASED
Shares1,431 from 41,374
Change-39,943 (-97%)
Value$1.1M (-$29.9M)
Filed 2026-11-02
Fiduciary Financial Group, LLC
INCREASED
Shares1,429 from 1,413
Change+16 (+1%)
Value$1.1M (+$36.2K)
Filed 2026-10-13
KFG Wealth Management, LLC
INCREASED
Shares1,418 from 1,355
Change+63 (+5%)
Value$1.1M (+$71.2K)
Filed 2026-10-16
Shakespeare Wealth Management, LLC
NEW
Shares1,416
Change+1,416
Value$1.1M
Filed 2026-10-28
Matauro, LLC
INCREASED
Shares1,415 from 1,395
Change+20 (+1%)
Value$1.1M (+$39.1K)
Filed 2026-11-03
Bennett Selby Investments LP
UNCHANGED
Shares1,408 from 1,408
Change0 (0%)
Value$1.1M (+$23.9K)
Filed 2026-10-19
Hudson Capital Management LLC
UNCHANGED
Shares1,402 from 1,402
Change0 (0%)
Value$1.1M (+$23.8K)
Filed 2026-10-20
Chatham Capital Group, Inc.
UNCHANGED
Shares1,402 from 1,402
Change0 (0%)
Value$1.1M (+$23.8K)
Filed 2026-10-16
NBZ Investment Advisors LLC
UNCHANGED
Shares1,397 from 1,397
Change0 (0%)
Value$1.1M (+$23.7K)
Filed 2026-10-30
Charter Capital Management, Llc\de
DECREASED
Shares1,392 from 1,632
Change-240 (-15%)
Value$1.1M (-$156.0K)
Filed 2026-10-28
Gibson Capital, LLC
UNCHANGED
Shares1,391 from 1,391
Change0 (0%)
Value$1.1M (+$23.6K)
Filed 2026-10-23
River's Edge Wealth Management, LLC
INCREASED
Shares1,389 from 1,367
Change+22 (+2%)
Value$1.1M (+$28.1K)
Filed 2026-10-19
Summit Investment Advisory Services, LLC
INCREASED
Shares1,388 from 1,386
Change+2 (+0%)
Value$1.1M (+$24.6K)
Filed 2026-11-03
PW Nova Financial Services LLC
DECREASED
Shares1,387 from 1,601
Change-214 (-13%)
Value$1.1M (-$136.7K)
Filed 2026-10-15
Grant Private Wealth Management Inc
INCREASED
Shares1,384 from 1,129
Change+255 (+23%)
Value$1.1M (+$214.6K)
Filed 2026-10-19
USAdvisors Wealth Management, LLC
DECREASED
Shares1,384 from 1,393
Change-9 (-1%)
Value$1.1K (-$1.0M)
Filed 2026-10-21
Community Financial Services Group, LLC
INCREASED
Shares1,381 from 1,224
Change+157 (+13%)
Value$1.1M (+$142.9K)
Filed 2026-10-15
Bradyco, Inc.
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$1.1M (+$23.4K)
Filed 2026-11-03
Hunter Associates Investment Management LLC
DECREASED
Shares1,378 from 1,403
Change-25 (-2%)
Value$1.1K (-$1.0M)
Filed 2026-10-26
Aries Wealth Management
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$1.1M (+$23.4K)
Filed 2026-10-23
Omni 360 Wealth, Inc.
INCREASED
Shares1,374 from 1,318
Change+56 (+4%)
Value$1.1M (+$65.2K)
Filed 2026-10-13
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$1.1M (+$25.4K)
Filed 2026-10-29
Penney Financial, LLC
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$1.1M (+$23.3K)
Filed 2026-10-20
Hall Laurie J Trustee
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$1.0M (+$23.2K)
Filed 2026-10-06
First Pacific Financial
DECREASED
Shares1,368 from 1,391
Change-23 (-2%)
Value$1.0M (+$5.5K)
Filed 2026-10-14
TrinityBridge Ltd
DECREASED
Shares1,365 from 1,382
Change-17 (-1%)
Value$1.0K (-$1.0M)
Filed 2026-10-30
Value Investment Professionals, LLC
UNCHANGED
Shares1,362 from 1,362
Change0 (0%)
Value$1.0M (+$23.1K)
Filed 2026-10-13
City State Bank
INCREASED
Shares1,352 from 1,322
Change+30 (+2%)
Value$1.0M (+$45.4K)
Filed 2026-10-20
SFI Advisors, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$1.0M (+$22.9K)
Filed 2026-10-30
Great Waters Wealth Management
INCREASED
Shares1,349 from 1,348
Change+1 (+0%)
Value$1.0M (+$23.8K)
Filed 2026-10-07
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares1,347 from 1,471
Change-124 (-8%)
Value$1.0M (-$69.7K)
Filed 2026-10-22
Pearl Planning LLC
DECREASED
Shares1,346 from 1,348
Change-2 (0%)
Value$1.0M (+$21.3K)
Filed 2026-10-13
Westside Investment Management, Inc.
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$1.0M (+$22.8K)
Filed 2026-11-02
Chemistry Wealth Management LLC
DECREASED
Shares1,344 from 1,378
Change-34 (-2%)
Value$1.0M (-$2.7K)
Filed 2026-10-16
Prosperity Financial Group, Inc.
DECREASED
Shares1,341 from 1,398
Change-57 (-4%)
Value$1.0M (-$19.9K)
Filed 2026-10-29
Global Assets Advisory, LLC
INCREASED
Shares1,340 from 1,211
Change+129 (+11%)
Value$1.0M (+$133.1K)
Filed 2026-10-28
Thompson Siegel & Walmsley LLC
DECREASED
Shares1,337 from 1,348
Change-11 (-1%)
Value$1.0M (+$14.0K)
Filed 2026-11-05
Washington Trust Advisors, Inc.
DECREASED
Shares1,333 from 1,378
Change-45 (-3%)
Value$1.0M (-$10.7K)
Filed 2026-10-22
SpringVest Wealth Management LLC
INCREASED
Shares1,333 from 1,329
Change+4 (+0%)
Value$1.0M (+$25.6K)
Filed 2026-10-27
Planning Strategies Inc.
DECREASED
Shares1,332 from 1,346
Change-14 (-1%)
Value$1.0M (+$12.1K)
Filed 2026-10-02
Capital Investment Services of America, Inc.
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$1.0M (+$22.6K)
Filed 2026-11-02
Bensler, LLC
DECREASED
Shares1,327 from 1,376
Change-49 (-4%)
Value$1.0M (-$13.7K)
Filed 2026-11-05
Financial Futures Ltd Liability Co.
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$1.0M (+$22.5K)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
DECREASED
Shares1,323 from 1,364
Change-41 (-3%)
Value$1.0M (-$8.7K)
Filed 2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares1,320 from 1,297
Change+23 (+2%)
Value$1.0M (+$39.9K)
Filed 2026-10-29
Heartwood Wealth Advisors LLC
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$1.0M (+$22.4K)
Filed 2026-10-05
InvesTrust
DECREASED
Shares1,313 from 1,428
Change-115 (-8%)
Value$1.0M (-$63.9K)
Filed 2026-10-14
First National Bank Sioux Falls
INCREASED
Shares1,311 from 1,143
Change+168 (+15%)
Value$1.0M (+$198.5K)
Filed 2026-10-13
Tenret Co LLC
NEW
Shares1,307
Change+1,307
Value$1.0M
Filed 2026-11-02
Taylor Securities Services, Inc.
DECREASED
Shares1,307 from 1,610
Change-303 (-19%)
Value$1.0M (-$204.7K)
Filed 2026-10-20
Retirement Guys Formula LLC
INCREASED
Shares1,297 from 1,131
Change+166 (+15%)
Value$936.6K (+$130.8K)
Filed 2026-10-26
DecisionPoint Financial, LLC
INCREASED
Shares1,293 from 1,065
Change+228 (+21%)
Value$991.9K (+$194.0K)
Filed 2026-10-27
Westbourne Investment Advisors, Inc.
INCREASED
Shares1,291 from 1,289
Change+2 (+0%)
Value$988.7K (+$23.3K)
Filed 2026-10-20
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares1,288 from 1,288
Change0 (0%)
Value$986.7K (+$21.9K)
Filed 2026-10-14
Woodard & Co Asset Management Group Inc
INCREASED
Shares1,287 from 1,209
Change+78 (+6%)
Value$985.6K (+$79.8K)
Filed 2026-11-03
Torrey Growth & Income Advisors
DECREASED
Shares1,287 from 1,292
Change-5 (0%)
Value$992.9K (+$24.1K)
Filed 2026-11-04
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$987.9K (+$23.5K)
Filed 2026-10-13
Willow Creek Capital Management, Inc.
UNCHANGED
Shares1,286 from 1,286
Change0 (0%)
Value$963.1K ($0)
Filed 2026-10-16
M.E. Allison & Co., Inc.
INCREASED
Shares1,282 from 1,276
Change+6 (+0%)
Value$981.8K (+$26.6K)
Filed 2026-10-09
HRC Wealth Management, LLC
INCREASED
Shares1,282 from 1,279
Change+3 (+0%)
Value$982.2K (+$24.5K)
Filed 2026-10-16
Invera Wealth Advisors, LLC
INCREASED
Shares1,278 from 1,226
Change+52 (+4%)
Value$978.8K (+$60.6K)
Filed 2026-10-28
Kassira Wealth Management LLC
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$974.9K (+$21.6K)
Filed 2026-10-28
Paragon Advisors, LLC
INCREASED
Shares1,272 from 308
Change+964 (+313%)
Value$974.1K (+$743.5K)
Filed 2026-11-03
Arrow Financial Corp
UNCHANGED
Shares1,272 from 1,272
Change0 (0%)
Value$974.2K (+$21.6K)
Filed 2026-10-26
Tannin Capital LLC
INCREASED
Shares1,261 from 998
Change+263 (+26%)
Value$965.7K (+$218.3K)
Filed 2026-11-05
Integral Investment Advisors, Inc.
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$966.0K (+$21.4K)
Filed 2026-11-03
Culbertson A N & Co Inc
INCREASED
Shares1,251 from 1,245
Change+6 (+0%)
Value$957.8K (+$25.4K)
Filed 2026-10-21
RDA Financial Network
DECREASED
Shares1,246 from 1,260
Change-14 (-1%)
Value$953.9K (+$10.7K)
Filed 2026-10-15
Saxon Interests, Inc.
DECREASED
Shares1,244 from 2,550
Change-1,306 (-51%)
Value$952.9K (-$956.7K)
Filed 2026-10-26
Argent Capital Management LLC
INCREASED
Shares1,244 from 1,169
Change+75 (+6%)
Value$952.7K (+$77.3K)
Filed 2026-10-05
San Luis Wealth Advisors LLC
INCREASED
Shares1,241 from 1,140
Change+101 (+9%)
Value$950.7K (+$96.9K)
Filed 2026-10-27
BostonPremier Wealth LLC
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$950.4K (+$21.2K)
Filed 2026-10-16
Ulrich Consultants & Investment Group, LLC
NEW
Shares1,240
Change+1,240
Value$950.0K
Filed 2026-10-13
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares1,237 from 1,212
Change+25 (+2%)
Value$947.4K (+$39.7K)
Filed 2026-10-06
SoundView Advisors Inc.
INCREASED
Shares1,236 from 1,171
Change+65 (+6%)
Value$946.0K (+$70.0K)
Filed 2026-11-04
Spartan Planning & Wealth Management
DECREASED
Shares1,235 from 1,470
Change-235 (-16%)
Value$945.5K (-$155.4K)
Filed 2026-10-13
Plimoth Trust Co LLC
DECREASED
Shares1,235 from 1,322
Change-87 (-7%)
Value$945.8K (-$44.2K)
Filed 2026-10-26
Noesis Capital Mangement Corp
INCREASED
Shares1,231 from 951
Change+280 (+29%)
Value$942.6K (+$230.6K)
Filed 2026-10-26
Skyline Advisors, Inc.
DECREASED
Shares1,228 from 1,358
Change-130 (-10%)
Value$940.1K (-$77.1K)
Filed 2026-11-03
Avant Financial Advisors LLC
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$938.9K (+$20.8K)
Filed 2026-11-02
Innova Wealth Partners
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$935.9K (+$20.7K)
Filed 2026-10-21
Horizons Wealth Management
NEW
Shares1,220
Change+1,220
Value$934.2K
Filed 2026-10-05
Congress Asset Management Co
INCREASED
Shares1,220 from 958
Change+262 (+27%)
Value$934.3K (+$216.9K)
Filed 2026-10-06
BXM Wealth LLC
INCREASED
Shares1,219 from 1,191
Change+28 (+2%)
Value$933.6K (+$41.6K)
Filed 2026-11-03
Guardian Financial Partners, LLC
INCREASED
Shares1,216 from 1,212
Change+4 (+0%)
Value$931.0K (+$23.2K)
Filed 2026-11-04
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$930.5K (+$20.6K)
Filed 2026-11-03
Symmetry Partners, LLC
INCREASED
Shares1,214 from 796
Change+418 (+53%)
Value$929.4K (+$333.6K)
Filed 2026-10-27
Jackson Square Capital, LLC
INCREASED
Shares1,211 from 1,097
Change+114 (+10%)
Value$927.4K (+$105.9K)
Filed 2026-10-19
Noble Wealth Management PBC
DECREASED
Shares1,210 from 1,251
Change-41 (-3%)
Value$926.7K (-$10.2K)
Filed 2026-10-01
Cambridge Capital Management, LLC
INCREASED
Shares1,210 from 1,190
Change+20 (+2%)
Value$926.6K (+$35.1K)
Filed 2026-10-19
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$926.7K (+$20.5K)
Filed 2026-10-21
Alchemi Wealth, LLC
INCREASED
Shares1,198 from 654
Change+544 (+83%)
Value$918.0K (+$428.2K)
Filed 2026-11-04
PVG Asset Management Corp
DECREASED
Shares1,198 from 1,272
Change-74 (-6%)
Value$917.5K (-$35.1K)
Filed 2026-10-19
Virtue Capital Management, LLC
INCREASED
Shares1,196 from 1,090
Change+106 (+10%)
Value$916.0K (+$102.8K)
Filed 2026-10-29
TSG Advice Partners, LLC
NEW
Shares1,192
Change+1,192
Value$892.6K
Filed 2026-10-29
Charis Legacy Partners, LLC
DECREASED
Shares1,190 from 1,215
Change-25 (-2%)
Value$911.7K (+$1.8K)
Filed 2026-10-22
Investment Research & Advisory Group, Inc.
DECREASED
Shares1,181 from 1,433
Change-252 (-18%)
Value$904.6K (-$168.7K)
Filed 2026-10-19
KPP Advisory Services LLC
DECREASED
Shares1,177 from 15,576
Change-14,399 (-92%)
Value$901.5K (-$10.8M)
Filed 2026-10-26
Andrew Hill Investment Advisors, Inc.
INCREASED
Shares1,177 from 803
Change+374 (+47%)
Value$901.5K (+$299.5K)
Filed 2026-10-22
Radnor Capital Management, LLC
INCREASED
Shares1,177 from 1,139
Change+38 (+3%)
Value$901.4K (+$48.4K)
Filed 2026-10-23
Peoples Financial Services Corp.
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$898.3K (+$19.9K)
Filed 2026-10-20
Harrell Investment Partners, LLC
DECREASED
Shares1,171 from 1,306
Change-135 (-10%)
Value$896.5K (-$81.6K)
Filed 2026-10-15
DBK Financial Counsel, LLC
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$893.0K (+$19.8K)
Filed 2026-10-13
Gill Capital Partners, LLC
INCREASED
Shares1,165 from 1,164
Change+1 (+0%)
Value$892.1K (+$20.7K)
Filed 2026-10-13
Midwest Capital Advisors, LLC
INCREASED
Shares1,163 from 1,160
Change+3 (+0%)
Value$890.5K (+$21.8K)
Filed 2026-11-04
Parker Financial LLC
INCREASED
Shares1,156 from 1,026
Change+130 (+13%)
Value$885.3K (+$116.7K)
Filed 2026-11-05
Abner Herrman & Brock LLC
INCREASED
Shares1,154 from 597
Change+557 (+93%)
Value$884 (+$437)
Filed 2026-10-20
AmeriServ Wealth Advisors
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$883.8K (+$19.6K)
Filed 2026-10-21
CGC Financial Services, LLC
INCREASED
Shares1,146 from 1,069
Change+77 (+7%)
Value$877.7K (+$77.1K)
Filed 2026-10-13
Milestones Private Investment Advisors LLC
DECREASED
Shares1,129 from 1,135
Change-6 (-1%)
Value$864.6K (+$14.7K)
Filed 2026-10-19
RMG Wealth Management LLC
UNCHANGED
Shares1,129 from 1,129
Change0 (0%)
Value$864.8K (-$11.6K)
Filed 2026-10-26
Van Cleef Asset Management,Inc
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$863.1K (+$19.1K)
Filed 2026-10-20
Garrett Wealth Advisory Group, LLC
DECREASED
Shares1,126 from 1,183
Change-57 (-5%)
Value$862.4K (-$23.7K)
Filed 2026-10-22
Somerset Trust Co
DECREASED
Shares1,123 from 1,142
Change-19 (-2%)
Value$860.1K (+$4.8K)
Filed 2026-10-13
GK Wealth Management LLC
DECREASED
Shares1,120 from 1,479
Change-359 (-24%)
Value$858.3K (-$249.5K)
Filed 2026-10-09
Mission Financial Group, LLC
DECREASED
Shares1,112 from 1,180
Change-68 (-6%)
Value$851.5K (-$32.5K)
Filed 2026-10-21
Third View Private Wealth, LLC
INCREASED
Shares1,110 from 1,109
Change+1 (+0%)
Value$850.1K (+$19.6K)
Filed 2026-10-30
Garde Capital, Inc.
INCREASED
Shares1,109 from 934
Change+175 (+19%)
Value$849.3K (+$149.9K)
Filed 2026-10-29
Kelly Financial Group LLC
INCREASED
Shares1,108 from 1,096
Change+12 (+1%)
Value$848.2K (+$27.8K)
Filed 2026-10-16
City Holding Co
DECREASED
Shares1,107 from 1,267
Change-160 (-13%)
Value$847.8K (-$101.1K)
Filed 2026-10-19
Future Financial Wealth Managment LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$847.0K (+$26.8K)
Filed 2026-10-15
Bdfs Capital LLC
INCREASED
Shares1,105 from 975
Change+130 (+13%)
Value$846.5K (+$116.3K)
Filed 2026-10-14
True Wealth Design, LLC
DECREASED
Shares1,105 from 1,118
Change-13 (-1%)
Value$846.3K (+$9.0K)
Filed 2026-10-13
Fourpath Capital Management, LLC
INCREASED
Shares1,103 from 1,102
Change+1 (+0%)
Value$844.6K (+$19.5K)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
DECREASED
Shares1,102 from 1,234
Change-132 (-11%)
Value$844.0K (-$80.2K)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
DECREASED
Shares1,102 from 1,112
Change-10 (-1%)
Value$844.0K (+$11.2K)
Filed 2026-10-26
Texas Bank & Trust Co
DECREASED
Shares1,100 from 1,105
Change-5 (0%)
Value$842.4K (+$14.9K)
Filed 2026-11-04
Seven Post Investment Office LP
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$842.4K (+$18.7K)
Filed 2026-10-26
Concord Wealth Partners
DECREASED
Shares1,099 from 1,167
Change-68 (-6%)
Value$842.0K (-$31.8K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
DECREASED
Shares1,096 from 1,121
Change-25 (-2%)
Value$857.4K (+$17.7K)
Filed 2026-10-09
Ellsworth Advisors, LLC
INCREASED
Shares1,095 from 794
Change+301 (+38%)
Value$838.3K (+$236.4K)
Filed 2026-10-15
Professional Advisory Services Inc
DECREASED
Shares1,090 from 1,145
Change-55 (-5%)
Value$835 (-$22)
Filed 2026-10-08
Warren Street Wealth Advisors, LLC
INCREASED
Shares1,089 from 1,046
Change+43 (+4%)
Value$834.1K (+$50.7K)
Filed 2026-11-04
D.B. Root & Company, LLC
INCREASED
Shares1,089 from 1,088
Change+1 (+0%)
Value$833.7K (+$19.1K)
Filed 2026-11-04
Wlth Capital Management, LLC
DECREASED
Shares1,088 from 15,386
Change-14,298 (-93%)
Value$833.2K (-$10.7M)
Filed 2026-10-20
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$830.2K (+$18.4K)
Filed 2026-10-07
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$830.9K (+$18.4K)
Filed 2026-10-22
Triangle Securities Wealth Management
INCREASED
Shares1,081 from 1,071
Change+10 (+1%)
Value$828.0K (+$25.9K)
Filed 2026-10-14
Arlington Financial Advisors, LLC
DECREASED
Shares1,081 from 1,089
Change-8 (-1%)
Value$827.6K (+$12.4K)
Filed 2026-10-19
Stonekeep Investments, LLC
INCREASED
Shares1,079 from 983
Change+96 (+10%)
Value$826.1K (+$825.3K)
Filed 2026-10-15
Teamwork Financial Advisors, LLC
DECREASED
Shares1,078 from 1,613
Change-535 (-33%)
Value$825.2K (-$382.8K)
Filed 2026-10-19
Delta Financial Advisors LLC
INCREASED
Shares1,077 from 1,003
Change+74 (+7%)
Value$825.2K (+$74.0K)
Filed 2026-10-27
Ahara Advisors LLC
INCREASED
Shares1,077 from 1,038
Change+39 (+4%)
Value$825.4K (+$47.7K)
Filed 2026-10-29
First Nebraska Trust Co
INCREASED
Shares1,072 from 1,039
Change+33 (+3%)
Value$821.0K (+$42.9K)
Filed 2026-10-30
Townsend Asset Management Corp
INCREASED
Shares1,071 from 1,070
Change+1 (+0%)
Value$820.1K (+$18.8K)
Filed 2026-10-29
First City Capital Management, Inc.
INCREASED
Shares1,068 from 871
Change+197 (+23%)
Value$817.7K (+$165.2K)
Filed 2026-10-27
Exchange Bank
INCREASED
Shares1,068 from 969
Change+99 (+10%)
Value$817.9K (+$92.3K)
Filed 2026-10-07
Brady Martz Wealth Solutions, LLC
INCREASED
Shares1,066 from 930
Change+136 (+15%)
Value$816.1K (+$119.9K)
Filed 2026-11-05
Gilman Hill Asset Management, LLC
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$815.6K (+$18.1K)
Filed 2026-10-13
L. Roy Papp & Associates, LLP
INCREASED
Shares1,064 from 1,049
Change+15 (+1%)
Value$814.9K (+$29.3K)
Filed 2026-10-21
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares1,062 from 537
Change+525 (+98%)
Value$813.4K (+$411.5K)
Filed 2026-10-15
Aspen Private Advisors, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$811.8K (+$18.0K)
Filed 2026-10-27
Private Management Group Inc
DECREASED
Shares1,050 from 1,087
Change-37 (-3%)
Value$804.1K (-$9.9K)
Filed 2026-11-04
Triton Wealth Management, Pllc
INCREASED
Shares1,047 from 1,019
Change+28 (+3%)
Value$794.7K (+$31.4K)
Filed 2026-11-04
GGM Financial LLC
INCREASED
Shares1,044 from 1,041
Change+3 (+0%)
Value$799.2K (+$19.3K)
Filed 2026-11-05
Union Savings Bank
INCREASED
Shares1,041 from 974
Change+67 (+7%)
Value$797.2K (+$67.8K)
Filed 2026-10-14
AMG Asset Management Group, Inc.
INCREASED
Shares1,039 from 876
Change+163 (+19%)
Value$795.9K (+$139.7K)
Filed 2026-10-21
Stanich Group LLC
DECREASED
Shares1,038 from 1,112
Change-74 (-7%)
Value$795.0K (-$37.8K)
Filed 2026-10-16
Stiles Financial Services Inc
DECREASED
Shares1,036 from 1,159
Change-123 (-11%)
Value$793.8K (-$73.9K)
Filed 2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares1,033 from 1,030
Change+3 (+0%)
Value$797.7K (+$23.9K)
Filed 2026-10-21
Curran Financial Partners, LLC
INCREASED
Shares1,030 from 901
Change+129 (+14%)
Value$788.9K (+$114.1K)
Filed 2026-11-04
Mattern Capital Management, LLC
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$788.8K (+$17.5K)
Filed 2026-11-02
Regatta Capital Group, LLC
DECREASED
Shares1,029 from 1,121
Change-92 (-8%)
Value$788.3K (-$51.4K)
Filed 2026-10-23
Lewis Asset Management, LLC
INCREASED
Shares1,023 from 1,022
Change+1 (+0%)
Value$783.1K (+$17.7K)
Filed 2026-10-14
HMS Capital Management, LLC
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$778.9K (+$17.2K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,014 from 4,691
Change-3,677 (-78%)
Value$776.9K (-$2.7M)
Filed 2026-10-14
Sfam, LLC
INCREASED
Shares1,013 from 905
Change+108 (+12%)
Value$775.8K (+$98.1K)
Filed 2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$771.2K (+$17.1K)
Filed 2026-10-15
Gleason Group, Inc.
DECREASED
Shares1,005 from 1,007
Change-2 (0%)
Value$770.1K (+$16.2K)
Filed 2026-10-15
SwitchPoint Financial Planning, LLC
DECREASED
Shares1,002 from 1,785
Change-783 (-44%)
Value$767.4K (-$569.4K)
Filed 2026-11-02
Clayton Financial Group LLC
INCREASED
Shares1,002 from 904
Change+98 (+11%)
Value$766.9K (+$89.8K)
Filed 2026-10-13
Strategic Wealth Investment Group, LLC
INCREASED
Shares999 from 880
Change+119 (+14%)
Value$765.3K (+$106.0K)
Filed 2026-10-29
G&S Capital LLC
DECREASED
Shares997 from 1,057
Change-60 (-6%)
Value$763.9K (-$27.9K)
Filed 2026-10-23
Greenfield Savings Bank
INCREASED
Shares994 from 852
Change+142 (+17%)
Value$761.3K (+$123.2K)
Filed 2026-10-07
Canton Hathaway, LLC
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$761.3K (+$16.9K)
Filed 2026-10-23
Burns J W & Co Inc
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$758.7K (+$16.8K)
Filed 2026-10-20
American Capital Advisory, LLC
INCREASED
Shares987 from 622
Change+365 (+59%)
Value$755.9K (+$290.1K)
Filed 2026-10-28
Mascagni Wealth Management, Inc.
INCREASED
Shares987 from 933
Change+54 (+6%)
Value$755.9K (+$57.2K)
Filed 2026-10-23
Richardson Capital Management LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$755.1K (+$16.7K)
Filed 2026-10-23
RW Investment Management LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$755.1K (+$16.7K)
Filed 2026-11-03
CV Advisors LLC
DECREASED
Shares978 from 1,524
Change-546 (-36%)
Value$748.8K (-$392.2K)
Filed 2026-10-13
Samalin Investment Counsel, LLC
DECREASED
Shares978 from 1,018
Change-40 (-4%)
Value$748.8K (-$13.6K)
Filed 2026-10-23
Monument Group Wealth Advisors, LLC
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$749.1K (+$16.6K)
Filed 2026-10-21
Blue Fin Capital, Inc.
INCREASED
Shares975 from 701
Change+274 (+39%)
Value$746.7K (+$221.7K)
Filed 2026-10-28
Fermata Advisors, LLC
DECREASED
Shares975 from 1,164
Change-189 (-16%)
Value$746.7K (-$124.7K)
Filed 2026-10-13
WealthTrust Asset Management, LLC
INCREASED
Shares975 from 974
Change+1 (+0%)
Value$746.5K (+$17.3K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$742.9K (+$16.5K)
Filed 2026-11-03
Andrews Advisory Associates, LLC
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$740.6K (+$16.4K)
Filed 2026-10-15
Entrewealth, LLC
INCREASED
Shares964 from 860
Change+104 (+12%)
Value$738.2K (+$74.4K)
Filed 2026-10-14
Visionary Horizons, LLC
INCREASED
Shares962 from 738
Change+224 (+30%)
Value$737.1K (+$183.8K)
Filed 2026-10-22
Virtue Asset Management LLC
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$736.7K (+$16.3K)
Filed 2026-10-21
Manske Wealth Management
INCREASED
Shares960 from 821
Change+139 (+17%)
Value$735.2K (+$120.4K)
Filed 2026-10-26
LJI Wealth Management, LLC
DECREASED
Shares959 from 1,118
Change-159 (-14%)
Value$734.2K (-$102.7K)
Filed 2026-10-28
Reyes Financial Architecture, Inc.
INCREASED
Shares958 from 915
Change+43 (+5%)
Value$733.7K (+$48.5K)
Filed 2026-10-22
Cambridge Advisors Inc.
UNCHANGED
Shares953 from 953
Change0 (0%)
Value$729.9K (+$16.2K)
Filed 2026-10-19
Breachway Investments LLC
UNCHANGED
Shares953 from 953
Change0 (0%)
Value$729.9K (+$16.2K)
Filed 2026-10-19
Jacksonville Wealth Management, LLC
DECREASED
Shares952 from 1,006
Change-54 (-5%)
Value$729.1K (-$24.3K)
Filed 2026-10-30
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares947 from 2,574
Change-1,627 (-63%)
Value$725.5K (-$1.2M)
Filed 2026-10-26
Foundry Financial LLC
INCREASED
Shares947 from 847
Change+100 (+12%)
Value$725.3K (+$90.8K)
Filed 2026-10-16
Financial Security Advisor, Inc.
INCREASED
Shares947 from 929
Change+18 (+2%)
Value$725.4K (+$30.0K)
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$720.6K (+$16.1K)
Filed 2026-10-21
Vestia Personal Wealth Advisors
INCREASED
Shares939 from 935
Change+4 (+0%)
Value$719.3K (+$19.0K)
Filed 2026-10-20
BCO Wealth Management LLC
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$716.1K (+$15.9K)
Filed 2026-10-14
Level Financial Advisors
INCREASED
Shares933 from 892
Change+41 (+5%)
Value$714.2K (+$46.5K)
Filed 2026-10-13
Evansbrook LLC
INCREASED
Shares928 from 772
Change+156 (+20%)
Value$710.7K (+$132.6K)
Filed 2026-10-16
Grove Street Fiduciary, LLC
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$710.7K (+$15.7K)
Filed 2026-10-13
Beacon Financial Strategies Corp
DECREASED
Shares925 from 994
Change-69 (-7%)
Value$708.1K (-$35.9K)
Filed 2026-10-14
Global Wealth Strategies & Associates
INCREASED
Shares922 from 815
Change+107 (+13%)
Value$706.3K (+$95.6K)
Filed 2026-10-02
Key Client Fiduciary Advisors, LLC
INCREASED
Shares922 from 887
Change+35 (+4%)
Value$706.3K (+$42.0K)
Filed 2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$706.1K (+$15.6K)
Filed 2026-10-28
Balance Wealth Partners LLC
DECREASED
Shares915 from 1,032
Change-117 (-11%)
Value$701.3K (-$71.7K)
Filed 2026-10-27
Kellett Wealth Advisors, LLC
DECREASED
Shares913 from 926
Change-13 (-1%)
Value$699.2K (+$5.7K)
Filed 2026-10-15
Lodestone Wealth Management LLC
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$696.0K (+$15.4K)
Filed 2026-10-14
Davis Capital Management
INCREASED
Shares906 from 849
Change+57 (+7%)
Value$693.9K (+$58.1K)
Filed 2026-10-08
BNC Wealth Management, LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$693.9K (+$15.4K)
Filed 2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$689.6K (+$15.4K)
Filed 2026-10-29
Fenimore Asset Management Inc
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$689.3K (+$15.3K)
Filed 2026-10-08
Cravens & Co Advisors, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$689.3K (+$15.3K)
Filed 2026-10-16
Chapman Financial Group, LLC
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$686.2K (+$15.2K)
Filed 2026-10-26
Cypress Capital, LLC
DECREASED
Shares894 from 902
Change-8 (-1%)
Value$684.7K (+$9.2K)
Filed 2026-10-20
Neumann Capital Management, LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$684.7K (+$15.2K)
Filed 2026-10-15
Inlight Wealth Management, LLC
DECREASED
Shares892 from 893
Change-1 (0%)
Value$683.1K (+$14.4K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
DECREASED
Shares890 from 970
Change-80 (-8%)
Value$649.0K (-$69.0K)
Filed 2026-11-04
Williams & Novak Wealth Management, LLC
INCREASED
Shares885 from 652
Change+233 (+36%)
Value$677.9K (+$189.5K)
Filed 2026-10-09
Joel Adams & Associates, Inc.
INCREASED
Shares882 from 881
Change+1 (+0%)
Value$675.4K (+$15.4K)
Filed 2026-11-02
Richmond Investment Services, LLC
INCREASED
Shares881 from 644
Change+237 (+37%)
Value$674.4K (+$192.1K)
Filed 2026-10-29
RMR Wealth Builders
INCREASED
Shares881 from 747
Change+134 (+18%)
Value$675.0K (+$115.8K)
Filed 2026-10-22
Hippocratic Financial Advisors, LLC
NEW
Shares874
Change+874
Value$669.4K
Filed 2026-10-13
Eagle Rock Investment Company, LLC
NEW
Shares873
Change+873
Value$668.6K
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED
Shares871 from 865
Change+6 (+1%)
Value$667.3K (+$19.3K)
Filed 2026-10-13
Compass Wealth Management LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$666.3K (+$14.8K)
Filed 2026-10-22
Advocate Investing Services LLC
DECREASED
Shares869 from 988
Change-119 (-12%)
Value$665.7K (-$74.0K)
Filed 2026-10-26
Cornerstone Planning, LLC
DECREASED
Shares869 from 907
Change-38 (-4%)
Value$653.0K (-$26.5K)
Filed 2026-10-27
Lynx Investment Advisory
INCREASED
Shares867 from 865
Change+2 (+0%)
Value$664.1K (+$16.0K)
Filed 2026-10-27
Paragon Private Wealth Management, LLC
INCREASED
Shares866 from 334
Change+532 (+159%)
Value$663.3K (+$413.1K)
Filed 2026-10-20
TL Private Wealth
DECREASED
Shares865 from 894
Change-29 (-3%)
Value$675.9K (+$4.1K)
Filed 2026-10-13
Rolek Wealth Management LLC
INCREASED
Shares864 from 839
Change+25 (+3%)
Value$661.9K (+$33.4K)
Filed 2026-10-21
Willner & Heller, LLC
DECREASED
Shares864 from 878
Change-14 (-2%)
Value$662.0K (+$4.4K)
Filed 2026-10-28
Verde Capital Management
INCREASED
Shares862 from 841
Change+21 (+3%)
Value$660.8K (+$30.9K)
Filed 2026-10-28
Security Financial Services, Inc.
DECREASED
Shares860 from 865
Change-5 (-1%)
Value$658.6K (+$10.8K)
Filed 2026-10-29
Tanager Wealth Management LLP
DECREASED
Shares859 from 1,788
Change-929 (-52%)
Value$657.9K (-$681.2K)
Filed 2026-10-19
LVM Capital Management LTD
INCREASED
Shares859 from 853
Change+6 (+1%)
Value$657.9K (+$657.2K)
Filed 2026-10-20
Valued Wealth Advisors LLC
DECREASED
Shares858 from 861
Change-3 (0%)
Value$657.1K (+$12.3K)
Filed 2026-11-05
Cornerstone National Bank & Trust Co
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$657.6K (+$15.7K)
Filed 2026-10-20
David Kennon Inc
INCREASED
Shares856 from 855
Change+1 (+0%)
Value$655.2K (+$14.9K)
Filed 2026-10-13
Howard Capital Management Group, LLC
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$655.8K (+$14.6K)
Filed 2026-10-16
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$654.8K (+$14.5K)
Filed 2026-10-27
AdviceOne Advisory Services, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$654.8K (+$14.5K)
Filed 2026-10-19
Briggs Wealth Management, Inc
DECREASED
Shares851 from 853
Change-2 (0%)
Value$651.4K (+$12.9K)
Filed 2026-10-26
Slow Capital, Inc.
DECREASED
Shares849 from 943
Change-94 (-10%)
Value$650.2K (-$56.0K)
Filed 2026-10-23
TPG Advisors LLC
INCREASED
Shares849 from 826
Change+23 (+3%)
Value$650.4K (+$31.7K)
Filed 2026-10-16
Highland Financial Advisors, LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$647.9K (+$14.3K)
Filed 2026-10-19
Quantum Financial Advisors, LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$647.9K (+$14.3K)
Filed 2026-11-03
Sutton Place Investors LLC
INCREASED
Shares845 from 632
Change+213 (+34%)
Value$647.1K (+$173.8K)
Filed 2026-10-20
Eagle Global Advisors LLC
DECREASED
Shares844 from 899
Change-55 (-6%)
Value$646.4K (-$26.9K)
Filed 2026-11-02
Orange Investment Advisors, Inc.
DECREASED
Shares840 from 879
Change-39 (-4%)
Value$643.3K (-$15.0K)
Filed 2026-10-23
LVW Advisors, LLC
INCREASED
Shares839 from 825
Change+14 (+2%)
Value$642.6K (+$24.8K)
Filed 2026-10-19
Legacies Wealth LLC
DECREASED
Shares836 from 922
Change-86 (-9%)
Value$640.3K (-$50.2K)
Filed 2026-11-02
AM Investment Strategies LLC
DECREASED
Shares834 from 848
Change-14 (-2%)
Value$639.0K (+$638.4K)
Filed 2026-11-05
Presilium Private Wealth, LLC
INCREASED
Shares833 from 734
Change+99 (+13%)
Value$638.2K (+$88.3K)
Filed 2026-10-26
Brickley Wealth Management
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$638.0K (+$14.1K)
Filed 2026-11-04
Old Peak Finance LLC
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$636.1K (+$14.1K)
Filed 2026-11-02
Anchor Capital Advisors LLC
DECREASED
Shares829 from 962
Change-133 (-14%)
Value$634.9K (-$85.5K)
Filed 2026-11-05
New Wave Wealth Advisors LLC
INCREASED
Shares829 from 819
Change+10 (+1%)
Value$647.9K (+$34.6K)
Filed 2026-10-19
Eagle Wealth Advisors LLC
INCREASED
Shares827 from 610
Change+217 (+36%)
Value$633.4K (+$176.5K)
Filed 2026-10-20
Adelphi Trust Co
DECREASED
Shares823 from 1,916
Change-1,093 (-57%)
Value$630.3K (-$804.6K)
Filed 2026-10-05
Ares Financial Consulting, LLC
INCREASED
Shares821 from 813
Change+8 (+1%)
Value$629.1K (+$20.2K)
Filed 2026-10-19
Main Street Group, LTD
DECREASED
Shares820 from 936
Change-116 (-12%)
Value$628.0K (-$73.0K)
Filed 2026-10-28
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$627.2K (+$13.9K)
Filed 2026-10-09
Mitchell Sinkler & Starr
INCREASED
Shares818 from 686
Change+132 (+19%)
Value$626.5K (+$112.7K)
Filed 2026-10-13
Meridian Investment Counsel Inc.
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$620.3K (+$13.7K)
Filed 2026-10-14
Verity & Verity, LLC
DECREASED
Shares809 from 825
Change-16 (-2%)
Value$619.6K (+$1.7K)
Filed 2026-10-23
Ring Mountain Capital, LLC
DECREASED
Shares807 from 811
Change-4 (0%)
Value$618.2K (+$10.8K)
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares804 from 1,424
Change-620 (-44%)
Value$616 (-$1.1M)
Filed 2026-10-23
WealthCare Investment Partners, LLC
INCREASED
Shares804 from 786
Change+18 (+2%)
Value$616.1K (+$27.2K)
Filed 2026-11-05
Ipsen Advisor Group LLC
INCREASED
Shares804 from 802
Change+2 (+0%)
Value$615.6K (+$15.4K)
Filed 2026-10-29
Elevatus Welath Management
INCREASED
Shares803 from 730
Change+73 (+10%)
Value$615.2K (+$68.3K)
Filed 2026-10-19
Mallini Complete Financial Planning LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$612.7K (+$13.6K)
Filed 2026-10-06
Sellwood Investment Partners LLC
INCREASED
Shares799 from 693
Change+106 (+15%)
Value$611.9K (+$92.9K)
Filed 2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED
Shares796 from 573
Change+223 (+39%)
Value$609.3K (+$179.8K)
Filed 2026-10-29
Family Legacy Financial Solutions, LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$606.7K (+$13.4K)
Filed 2026-10-07
Whitener Capital Management, Inc.
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$606.8K (+$13.7K)
Filed 2026-10-15
GoalVest Advisory LLC
INCREASED
Shares790 from 641
Change+149 (+23%)
Value$605.0K (+$125.0K)
Filed 2026-10-02
Mcdonald Partners LLC
DECREASED
Shares790 from 813
Change-23 (-3%)
Value$605.0K (-$3.8K)
Filed 2026-11-03
Longview Financial Advisors, Inc.
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$605.0K (+$13.6K)
Filed 2026-10-09
Taylor Financial Group, Inc.
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$604.3K (+$13.4K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
DECREASED
Shares787 from 863
Change-76 (-9%)
Value$603.1K (-$43.6K)
Filed 2026-10-28
Peirce Capital Management, LLC
NEW
Shares786
Change+786
Value$602.0K
Filed 2026-10-19
RVW Wealth, LLC
DECREASED
Shares784 from 815
Change-31 (-4%)
Value$600.7K (-$9.8K)
Filed 2026-10-06
Insight Wealth Partners, LLC
DECREASED
Shares782 from 1,247
Change-465 (-37%)
Value$599.1K (-$334.9K)
Filed 2026-10-26
Nestegg Advisors, Inc.
DECREASED
Shares782 from 793
Change-11 (-1%)
Value$599.1K (+$5.5K)
Filed 2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares781 from 727
Change+54 (+7%)
Value$598.1K (+$53.7K)
Filed 2026-10-15
Kroeger Financial Partners
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$595.8K (+$13.2K)
Filed 2026-10-19
Tokio Marine Asset Management Co LTD
NEW
Shares775
Change+775
Value$593.5K
Filed 2026-10-26
Challenger Wealth Management
INCREASED
Shares775 from 773
Change+2 (+0%)
Value$593.3K (+$14.8K)
Filed 2026-10-30
Family Capital Trust Co
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$592.0K (+$13.1K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
INCREASED
Shares772 from 645
Change+127 (+20%)
Value$591.7K (+$106.9K)
Filed 2026-10-20
Guided Capital Wealth Management, LLC
INCREASED
Shares770 from 736
Change+34 (+5%)
Value$589.7K (+$38.5K)
Filed 2026-10-21
First Citizens Financial Corp
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$587.4K (+$13.0K)
Filed 2026-10-02
Plus Group Wealth Advisors LLC
INCREASED
Shares766 from 470
Change+296 (+63%)
Value$586.6K (+$234.7K)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
INCREASED
Shares766 from 603
Change+163 (+27%)
Value$586.3K (+$134.6K)
Filed 2026-11-02
Columbia Asset Management
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$586.6K (+$13.0K)
Filed 2026-10-19
Reynders McVeigh Capital Management, LLC
INCREASED
Shares764 from 647
Change+117 (+18%)
Value$584.7K (+$100.7K)
Filed 2026-10-30
Holcombe Financial, Inc.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$582.0K (+$12.9K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares759 from 620
Change+139 (+22%)
Value$581.3K (+$117.0K)
Filed 2026-10-16
Palisade Asset Management, LLC
DECREASED
Shares759 from 765
Change-6 (-1%)
Value$581.4K (+$8.6K)
Filed 2026-11-03
Castleview Partners, LLC
DECREASED
Shares752 from 784
Change-32 (-4%)
Value$575.9K (-$11.2K)
Filed 2026-10-09
Boston Common Asset Management, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$574.4K (+$12.7K)
Filed 2026-10-13
Northstar Asset Management Co
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$582.5K (+$25.7K)
Filed 2026-10-22
Private Wealth Group, LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$573.6K (+$12.7K)
Filed 2026-10-19
Blankinship & Foster, LLC
DECREASED
Shares743 from 750
Change-7 (-1%)
Value$568.7K (+$7.4K)
Filed 2026-10-19
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$569.0K (+$12.6K)
Filed 2026-10-13
Richard P Slaughter Associates Inc
NEW
Shares735
Change+735
Value$562.9K
Filed 2026-10-13
Nova Financial LLC
NEW
Shares735
Change+735
Value$563.0K
Filed 2026-11-04
Elser Financial Planning, Inc
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$561.4K (+$12.4K)
Filed 2026-10-16
Buttonwood Financial Advisors Inc.
INCREASED
Shares731 from 729
Change+2 (+0%)
Value$559.5K (+$13.9K)
Filed 2026-10-13
DiNuzzo Private Wealth, Inc.
DECREASED
Shares730 from 745
Change-15 (-2%)
Value$559.1K (+$1.1K)
Filed 2026-10-16
South Shore Capital Advisors
DECREASED
Shares729 from 804
Change-75 (-9%)
Value$558.0K (-$44.2K)
Filed 2026-10-20
Sawgrass Asset Management LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$555.2K (+$12.3K)
Filed 2026-11-03
Fogel Capital Management, Inc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$555.4K (+$12.5K)
Filed 2026-11-04
Hixon Zuercher, LLC
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$554.5K (+$12.3K)
Filed 2026-10-13
Rainier Family Wealth Inc
INCREASED
Shares722 from 710
Change+12 (+2%)
Value$552.9K (+$21.2K)
Filed 2026-11-02
Clarity Wealth Development LLC
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$551.9K (+$12.2K)
Filed 2026-10-22
Smith Partners Wealth Management, LLC
DECREASED
Shares720 from 790
Change-70 (-9%)
Value$551.4K (-$40.2K)
Filed 2026-11-05
St. Louis Trust Co
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$551.4K (-$72.9M)
Filed 2026-11-03
High Net Worth Advisory Group LLC
INCREASED
Shares717 from 667
Change+50 (+8%)
Value$549.1K (+$49.6K)
Filed 2026-10-26
Eclectic Associates Inc
INCREASED
Shares717 from 716
Change+1 (+0%)
Value$549.1K (+$13.1K)
Filed 2026-10-09
Financial Life Advisors
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$548.3K (+$12.1K)
Filed 2026-10-14
Adell Harriman & Carpenter Inc
INCREASED
Shares715 from 582
Change+133 (+23%)
Value$547.6K (+$111.7K)
Filed 2026-11-02
Herold Advisors, Inc.
DECREASED
Shares715 from 778
Change-63 (-8%)
Value$547.6K (-$33.4K)
Filed 2026-10-19
Sterling Group Wealth Management, LLC
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$547.6K (+$12.1K)
Filed 2026-11-03
Owl Creek Wealth Partners LLC
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$546.9K (+$12.5K)
Filed 2026-10-20
Echo45 Advisors LLC
INCREASED
Shares713 from 395
Change+318 (+81%)
Value$546.1K (+$250.2K)
Filed 2026-10-07
O'Brien Greene & Co. Inc
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$546.1K (+$12.1K)
Filed 2026-11-05
Northbridge Financial Group, LLC
DECREASED
Shares710 from 774
Change-64 (-8%)
Value$555.6K (-$24.0K)
Filed 2026-11-05
TrustWell Financial Advisors, LLC
INCREASED
Shares708 from 597
Change+111 (+19%)
Value$542.2K (+$95.1K)
Filed 2026-10-15
Vann Equity Management LLC
DECREASED
Shares705 from 709
Change-4 (-1%)
Value$539.7K (+$8.7K)
Filed 2026-10-08
BFI Wealth Solutions, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$539.9K (+$12.0K)
Filed 2026-10-16
Guidance Capital, Inc
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$532.4K (+$896)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
DECREASED
Shares704 from 717
Change-13 (-2%)
Value$539.2K (+$2.2K)
Filed 2026-10-30
Valen Private Capital, LLC
NEW
Shares702
Change+702
Value$537.9K
Filed 2026-10-23
Emprise Bank
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$535.3K (+$11.9K)
Filed 2026-10-07
Convergence Financial, LLC
DECREASED
Shares698 from 1,446
Change-748 (-52%)
Value$534.6K (-$548.3K)
Filed 2026-10-27
Crossmark Global Holdings, Inc.
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$533.0K (+$11.8K)
Filed 2026-10-21
Compass Planning Associates Inc
DECREASED
Shares695 from 759
Change-64 (-8%)
Value$532.0K (-$36.1K)
Filed 2026-10-13
Tradewinds Capital Management, LLC
INCREASED
Shares695 from 693
Change+2 (+0%)
Value$532.0K (+$12.8K)
Filed 2026-10-23
Center For Asset Management LLC
INCREASED
Shares694 from 692
Change+2 (+0%)
Value$530.7K (+$13.2K)
Filed 2026-10-16
Canandaigua National Trust Co of Florida
NEW
Shares693
Change+693
Value$530.7K
Filed 2026-10-07
FWG Investments, Llc.
INCREASED
Shares692 from 673
Change+19 (+3%)
Value$530.3K (+$25.9K)
Filed 2026-11-03
Sage Investment Advisers LLC
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$527.7K (+$11.7K)
Filed 2026-10-21
Acorn Wealth Advisors, LLC
INCREASED
Shares687 from 551
Change+136 (+25%)
Value$526.5K (+$113.7K)
Filed 2026-10-19
Advisors Management Group Inc
DECREASED
Shares685 from 712
Change-27 (-4%)
Value$524.0K (-$9.0K)
Filed 2026-11-05
Independence Wealth Advisors, LLC
DECREASED
Shares683 from 696
Change-13 (-2%)
Value$523.1K (+$1.8K)
Filed 2026-10-29
Nicholas Wealth, Llc.
INCREASED
Shares681 from 668
Change+13 (+2%)
Value$521.7K (+$21.1K)
Filed 2026-10-26
Provident Living Financial Services, Inc.
DECREASED
Shares678 from 688
Change-10 (-1%)
Value$514.7K (-$512)
Filed 2026-11-03
Clark Financial Services Group Inc
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$519.2K (+$11.5K)
Filed 2026-10-19
Richardson Financial Services Inc.
DECREASED
Shares675 from 712
Change-37 (-5%)
Value$516.9K (-$16.3K)
Filed 2026-10-30
Farrell Financial LLC
INCREASED
Shares674 from 672
Change+2 (+0%)
Value$516.1K (+$12.9K)
Filed 2026-10-16
Leisure Capital Management
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$516.2K (+$11.4K)
Filed 2026-11-03
Tilia Fiduciary Partners, Inc.
INCREASED
Shares673 from 547
Change+126 (+23%)
Value$515.7K (+$105.9K)
Filed 2026-10-09
Financial Planning Fort Collins, LLC
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$511.6K (+$7.2K)
Filed 2026-10-16
Grange Capital, LLC
INCREASED
Shares666 from 665
Change+1 (+0%)
Value$510.3K (+$12.3K)
Filed 2026-10-20
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$510.0K (+$11.0K)
Filed 2026-11-04
Ergawealth Advisors, Inc.
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$508.5K (+$11.3K)
Filed 2026-10-21
Beacon Wealthcare LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$507.0K (+$11.2K)
Filed 2026-10-02
Thompson Davis & Co., Inc.
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$505.6K (+$11.4K)
Filed 2026-11-05
Elm3 Financial Group, LLC
INCREASED
Shares659 from 601
Change+58 (+10%)
Value$504.9K (+$54.6K)
Filed 2026-10-07
Integrity Wealth Partners, LLC
NEW
Shares658
Change+658
Value$503.9K
Filed 2026-10-14
Tlwm
INCREASED
Shares658 from 632
Change+26 (+4%)
Value$503.9K (+$30.6K)
Filed 2026-10-09
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares654 from 652
Change+2 (+0%)
Value$500.9K (+$12.6K)
Filed 2026-10-14
Avity Investment Management Inc.
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$500.9K (+$11.1K)
Filed 2026-10-09
Watchman Group, Inc.
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$500.1K (+$11.1K)
Filed 2026-10-16
Optima Capital LLC
DECREASED
Shares652 from 776
Change-124 (-16%)
Value$498.8K (-$82.6K)
Filed 2026-10-29
Prentice Wealth Management LLC
INCREASED
Shares652 from 633
Change+19 (+3%)
Value$499.3K (+$25.3K)
Filed 2026-10-20
Fullerton Advisors, LLC
INCREASED
Shares651 from 649
Change+2 (+0%)
Value$498.4K (+$12.4K)
Filed 2026-10-14
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares650 from 522
Change+128 (+25%)
Value$498.1K (+$107.2K)
Filed 2026-10-28
Shepherd Street Advisors LLC
INCREASED
Shares650 from 635
Change+15 (+2%)
Value$508.0K (+$26.7K)
Filed 2026-10-21
Olio Financial Planning
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$497.9K (+$11.1K)
Filed 2026-10-22
Ballentine Capital Advisors, Inc
INCREASED
Shares649 from 638
Change+11 (+2%)
Value$497.3K (+$19.3K)
Filed 2026-10-14
Hegarty Advisors, LLC
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$495.5K (+$11.0K)
Filed 2026-10-20
Hassell Wealth Management, LLC
DECREASED
Shares646 from 649
Change-3 (0%)
Value$494.7K (+$8.7K)
Filed 2026-10-19
Prospera Capital Management, LLC
INCREASED
Shares643 from 453
Change+190 (+42%)
Value$492.1K (+$150.5K)
Filed 2026-10-19
Great Diamond Partners, LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$491.7K (+$10.9K)
Filed 2026-10-13
James T. Borello RIA
INCREASED
Shares640 from 424
Change+216 (+51%)
Value$490.1K (+$172.6K)
Filed 2026-10-16
Dutch Asset Corp
INCREASED
Shares636 from 635
Change+1 (+0%)
Value$487.6K (+$11.5K)
Filed 2026-10-20
Steinberganna Wealth Management
INCREASED
Shares634 from 632
Change+2 (+0%)
Value$485.2K (+$11.7K)
Filed 2026-10-23
Mirador Capital Partners LP
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$485.2K (+$10.8K)
Filed 2026-10-09
Richards, Merrill & Peterson, Inc.
INCREASED
Shares633 from 576
Change+57 (+10%)
Value$484.8K (+$53.4K)
Filed 2026-10-19
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$484.8K (+$10.7K)
Filed 2026-10-21
Brown, Lisle Ings, Inc.
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$483.3K (+$10.7K)
Filed 2026-10-16
Sage Private Wealth Group, LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$481.2K (+$11.1K)
Filed 2026-10-21
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares626 from 708
Change-82 (-12%)
Value$479.4K (-$50.8K)
Filed 2026-10-19
Aurora Private Wealth, Inc.
INCREASED
Shares626 from 624
Change+2 (+0%)
Value$479 (-$466.5K)
Filed 2026-10-20
Primoris Wealth Advisors, LLC
DECREASED
Shares624 from 786
Change-162 (-21%)
Value$477.6K (-$111.0K)
Filed 2026-10-28
Stablepoint Partners, LLC
DECREASED
Shares622 from 724
Change-102 (-14%)
Value$476.4K (-$65.8K)
Filed 2026-11-03
LifeWealth Investments, LLC
DECREASED
Shares621 from 648
Change-27 (-4%)
Value$475.9K (-$9.6K)
Filed 2026-10-21
Haven Private, LLC
INCREASED
Shares616 from 386
Change+230 (+60%)
Value$471.8K (+$182.7K)
Filed 2026-10-27
CJM Wealth Advisers, Ltd.
DECREASED
Shares614 from 622
Change-8 (-1%)
Value$469.8K (+$4.4K)
Filed 2026-10-27
Invenio Wealth Partners LLC
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$470.2K (+$10.4K)
Filed 2026-10-20
Acute Investment Advisory, LLC
DECREASED
Shares613 from 634
Change-21 (-3%)
Value$469.5K (-$5.3K)
Filed 2026-10-16
15 Wealth Advisors LLC
NEW
Shares611
Change+611
Value$467.8K
Filed 2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW
Shares611
Change+611
Value$467.9K
Filed 2026-10-20
Synergy Asset Management, LLC
INCREASED
Shares610 from 527
Change+83 (+16%)
Value$467.2K (+$72.5K)
Filed 2026-11-05
Kearns & Associates LLC
DECREASED
Shares604 from 605
Change-1 (0%)
Value$463.3K (+$10.3K)
Filed 2026-10-09
Verisail Partners, LLC
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$461.8K (+$10.2K)
Filed 2026-10-19
Midwest Financial Group LLC
INCREASED
Shares602 from 403
Change+199 (+49%)
Value$460.7K (+$158.5K)
Filed 2026-10-15
Sterling Investment Advisors, Ltd.
INCREASED
Shares600 from 506
Change+94 (+19%)
Value$459.5K (+$80.6K)
Filed 2026-10-27
Kirr Marbach & Co LLC
DECREASED
Shares600 from 654
Change-54 (-8%)
Value$459.5K (-$30.3K)
Filed 2026-10-20
Community Bank of Raymore
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$459.5K (+$10.2K)
Filed 2026-10-23
Oliver Luxxe Assets LLC
INCREASED
Shares599 from 502
Change+97 (+19%)
Value$458.9K (+$82.9K)
Filed 2026-10-14
Rockingstone Advisors LLC
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$457.2K (+$10.1K)
Filed 2026-10-16
Monetary Solutions, Ltd
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$455.7K (+$10.1K)
Filed 2026-10-22
Capital CS Group, LLC
NEW
Shares594
Change+594
Value$454.9K
Filed 2026-10-29
Strategent Financial, LLC
DECREASED
Shares590 from 657
Change-67 (-10%)
Value$451.9K (-$40.2K)
Filed 2026-10-30
Guardsman Private Capital Management, Inc.
INCREASED
Shares590 from 578
Change+12 (+2%)
Value$452.0K (+$19.0K)
Filed 2026-10-19
Fischer Financial Services, Inc.
DECREASED
Shares589 from 619
Change-30 (-5%)
Value$451.1K (-$12.5K)
Filed 2026-10-30
Grantvest Financial Group LLC
INCREASED
Shares585 from 379
Change+206 (+54%)
Value$447.7K (+$164.3K)
Filed 2026-10-21
Nautilus Advisors LLC
INCREASED
Shares583 from 408
Change+175 (+43%)
Value$446.5K (+$137.3K)
Filed 2026-10-07
Kingdom Financial Group Llc.
INCREASED
Shares582 from 352
Change+230 (+65%)
Value$445.9K (+$182.0K)
Filed 2026-11-04
Serenity Investment Advisors
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$444.5K (+$238)
Filed 2026-10-30
Pioneer Family Office, LLC
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$443.4K (+$9.8K)
Filed 2026-10-30
IMPACTfolio, LLC
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$443.4K (+$9.8K)
Filed 2026-10-28
Equita Financial Network, Inc.
INCREASED
Shares577 from 484
Change+93 (+19%)
Value$441.9K (+$79.4K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED
Shares576 from 595
Change-19 (-3%)
Value$441.5K (-$4.4K)
Filed 2026-10-23
Rayburn West Financial Services LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$441.1K (+$9.8K)
Filed 2026-11-03
Blue Zone Wealth Advisors, LLC
INCREASED
Shares575 from 462
Change+113 (+24%)
Value$440.4K (+$94.4K)
Filed 2026-10-19
Finer Wealth Management, Inc.
DECREASED
Shares574 from 680
Change-106 (-16%)
Value$439.6K (-$69.6K)
Filed 2026-10-16
Three Arch Wealth Management LLC
INCREASED
Shares574 from 561
Change+13 (+2%)
Value$439.6K (+$19.5K)
Filed 2026-10-20
KOM Wealth Management Group, LLC
DECREASED
Shares573 from 641
Change-68 (-11%)
Value$438.9K (-$41.4K)
Filed 2026-10-15
Bayshore Capital Advisors, LLC
NEW
Shares569
Change+569
Value$435.8K
Filed 2026-11-02
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$433.5K (+$9.6K)
Filed 2026-10-22
Bucket List Wealth Management, LLC
INCREASED
Shares560 from 559
Change+1 (+0%)
Value$428.6K (+$9.7K)
Filed 2026-10-22
Matthew Goff Investment Advisor, LLC
DECREASED
Shares559 from 590
Change-31 (-5%)
Value$428.3K (-$13.7K)
Filed 2026-10-13
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares558 from 454
Change+104 (+23%)
Value$427.3K (+$87.3K)
Filed 2026-10-21
Seelaus Asset Management LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$425.0K (+$9.4K)
Filed 2026-10-14
Attessa Capital LLC
DECREASED
Shares553 from 559
Change-6 (-1%)
Value$423.5K (+$4.9K)
Filed 2026-10-09
Kozak & Associates, Inc.
DECREASED
Shares550 from 585
Change-35 (-6%)
Value$426.7K (-$11.8K)
Filed 2026-10-29
Mill Capital Management, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$421.2K (+$9.3K)
Filed 2026-10-26
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$421.2K (+$9.3K)
Filed 2026-10-29
Wilkins Investment Counsel Inc
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$421.2K (+$9.3K)
Filed 2026-11-03
Encompass More Asset Management
INCREASED
Shares548 from 449
Change+99 (+22%)
Value$419.7K (+$83.4K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares546 from 1,570
Change-1,024 (-65%)
Value$418.2K (-$757.3K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$417.4K (+$9.2K)
Filed 2026-10-23
Abacus Wealth Partners, LLC
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$416.6K (+$9.2K)
Filed 2026-11-03
Titan Investment Management LLC
NEW
Shares543
Change+543
Value$416.0K
Filed 2026-10-22
Kaizen Financial Strategies
DECREASED
Shares543 from 544
Change-1 (0%)
Value$415.6K (+$7.9K)
Filed 2026-10-09
Rubicon Advisors, GP
DECREASED
Shares543 from 544
Change-1 (0%)
Value$415.5K (+$7.8K)
Filed 2026-10-23
Arnold Financial Planning LLC
DECREASED
Shares540 from 1,000
Change-460 (-46%)
Value$413.6K (-$335.3K)
Filed 2026-10-20
American State Bank (Iowa)
DECREASED
Shares540 from 593
Change-53 (-9%)
Value$413.6K (-$30.5K)
Filed 2026-11-03
XXI Wealth, LLC
INCREASED
Shares540 from 537
Change+3 (+1%)
Value$413.6K (+$11.4K)
Filed 2026-10-22
Valtinson Bruner Financial Planning LLC
INCREASED
Shares538 from 423
Change+115 (+27%)
Value$412.2K (+$95.3K)
Filed 2026-11-02
Matisse Capital
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$412.0K (+$9.1K)
Filed 2026-10-29
Cherrydale Wealth Management, LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$410.9K (+$10.2K)
Filed 2026-10-20
Covenant Asset Management, LLC
NEW
Shares536
Change+536
Value$410.5K
Filed 2026-10-14
Buckhead Capital Management LLC
DECREASED
Shares536 from 538
Change-2 (0%)
Value$410.2K (+$7.6K)
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$408 (-$398.6K)
Filed 2026-11-02
Noble Family Wealth, LLC
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$408.2K (+$9.0K)
Filed 2026-10-26
Puff Wealth Management, LLC
INCREASED
Shares527 from 526
Change+1 (+0%)
Value$403.4K (+$9.5K)
Filed 2026-10-07
Carolina Wealth Management Inc
INCREASED
Shares526 from 451
Change+75 (+17%)
Value$402.8K (+$65.1K)
Filed 2026-10-29
Twin Cities Retirement Group LLC
NEW
Shares525
Change+525
Value$402.4K
Filed 2026-10-16
Sloy Dahl & Holst, LLC
INCREASED
Shares525 from 520
Change+5 (+1%)
Value$401.9K (+$12.1K)
Filed 2026-10-14
Capstone Capital LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$402.1K (+$8.9K)
Filed 2026-10-14
Gunderson Capital Management LLC
NEW
Shares524
Change+524
Value$401.0K
Filed 2026-10-15
Thrive Capital Management, LLC
DECREASED
Shares524 from 527
Change-3 (-1%)
Value$401.3K (+$6.4K)
Filed 2026-10-28
RHS Financial, LLC
INCREASED
Shares523 from 516
Change+7 (+1%)
Value$400.5K (+$14.1K)
Filed 2026-10-13
Prudent Investor Advisors, LLC
NEW
Shares520
Change+520
Value$398.2K
Filed 2026-10-22
Providence First Trust Co
DECREASED
Shares520 from 620
Change-100 (-16%)
Value$398.2K (-$66.1K)
Filed 2026-11-02
Baxter Bros Inc
DECREASED
Shares520 from 585
Change-65 (-11%)
Value$398.2K (-$39.9K)
Filed 2026-11-04
Luminvest Wealth Management LLC
DECREASED
Shares518 from 731
Change-213 (-29%)
Value$397.0K (-$150.7K)
Filed 2026-10-14
Broadway Wealth Solutions, Inc.
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$396.7K (+$8.8K)
Filed 2026-10-21
Cambridge Financial Group, LLC
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$387.0K ($0)
Filed 2026-10-06
Foronjy Financial LLC
DECREASED
Shares516 from 520
Change-4 (-1%)
Value$395.4K (+$5.8K)
Filed 2026-10-14
TriaGen Wealth Management LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$394.5K (+$8.7K)
Filed 2026-10-14
Manchester Financial Inc
DECREASED
Shares511 from 533
Change-22 (-4%)
Value$391.2K (-$7.7K)
Filed 2026-10-15
Leading Edge Financial Planning LLC
DECREASED
Shares508 from 647
Change-139 (-21%)
Value$389.3K (-$95.5K)
Filed 2026-10-23
Succession Financial, Inc.
DECREASED
Shares507 from 671
Change-164 (-24%)
Value$388.1K (-$114.2K)
Filed 2026-10-14
IFG Advisors, LLC
DECREASED
Shares506 from 599
Change-93 (-16%)
Value$387.6K (-$61.0K)
Filed 2026-10-15
Allstreet Capital Advisors LLC
DECREASED
Shares506 from 514
Change-8 (-2%)
Value$387.8K (+$2.8K)
Filed 2026-11-04
AFG Fiduciary Services Limited Partnership
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$395.5K (+$16.8K)
Filed 2026-10-21
Allied Investment Advisors, LLC
INCREASED
Shares504 from 446
Change+58 (+13%)
Value$386.0K (+$52.0K)
Filed 2026-10-13
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$386.0K (+$5.4K)
Filed 2026-10-19
Murphy Pohlad Asset Management LLC
NEW
Shares502
Change+502
Value$384.9K
Filed 2026-10-22
Prodigy Asset Management LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$384.5K (+$8.5K)
Filed 2026-10-28
Lawson Kroeker Investment Management Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$382.9K (+$8.5K)
Filed 2026-10-22
Friedenthal Financial
INCREASED
Shares497 from 262
Change+235 (+90%)
Value$380.9K (+$184.7K)
Filed 2026-10-27
LaFleur & Godfrey LLC
INCREASED
Shares495 from 362
Change+133 (+37%)
Value$379.1K (+$108.0K)
Filed 2026-10-27
Wealth Analytics Partners, LLC
INCREASED
Shares493 from 378
Change+115 (+30%)
Value$377.3K (+$91.9K)
Filed 2026-10-19
Harbour Trust & Investment Management Co
DECREASED
Shares493 from 526
Change-33 (-6%)
Value$377.6K (-$16.4K)
Filed 2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares489 from 638
Change-149 (-23%)
Value$374.2K (-$103.3K)
Filed 2026-10-08
Stonehearth Capital Management, LLC
DECREASED
Shares489 from 501
Change-12 (-2%)
Value$374.5K (-$693)
Filed 2026-10-13
Wisconsin Wealth Advisors, LLC
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$374.5K (+$8.3K)
Filed 2026-10-08
Bauman Advisory Group, LLC
INCREASED
Shares488 from 395
Change+93 (+24%)
Value$373.7K (+$77.9K)
Filed 2026-10-29
Andina Capital Management, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$373.7K (+$8.3K)
Filed 2026-10-21
Tactive Advisors, LLC
DECREASED
Shares487 from 492
Change-5 (-1%)
Value$373.0K (+$4.5K)
Filed 2026-10-08
Liberty Atlantic Advisors LLC
DECREASED
Shares486 from 517
Change-31 (-6%)
Value$372.2K (-$15.0K)
Filed 2026-10-14
Boyce & Associates Wealth Consulting, Inc.
NEW
Shares485
Change+485
Value$371.4K
Filed 2026-10-14
Eagle Capital Management, LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$371 (+$9)
Filed 2026-10-19
Old North State Wealth Management, LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$373.4K (+$8.6K)
Filed 2026-10-22
August Group Capital Ltd
DECREASED
Shares482 from 484
Change-2 (0%)
Value$369.1K (+$6.7K)
Filed 2026-10-14
Vista Investment Partners II, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$369.1K (+$8.2K)
Filed 2026-10-15
3 Factor Indexing, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$369.1K (+$8.2K)
Filed 2026-10-15
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares481 from 467
Change+14 (+3%)
Value$368.2K (+$18.8K)
Filed 2026-10-26
Finley Financial, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$368.3K (+$8.9K)
Filed 2026-10-28
Centerline Wealth Advisors, LLC
DECREASED
Shares478 from 479
Change-1 (0%)
Value$366.2K (+$7.5K)
Filed 2026-10-15
25 LLC
DECREASED
Shares477 from 672
Change-195 (-29%)
Value$365.0K (-$138.3K)
Filed 2026-10-13
Financial Management Professionals, Inc.
DECREASED
Shares476 from 681
Change-205 (-30%)
Value$364.9K (-$145.3K)
Filed 2026-10-23
Cooke Wealth Management, LLC
DECREASED
Shares476 from 503
Change-27 (-5%)
Value$364.5K (-$12.1K)
Filed 2026-10-13
GreatBanc Trust Co
DECREASED
Shares475 from 542
Change-67 (-12%)
Value$363.8K (-$42.1K)
Filed 2026-11-04
Arcadia Wealth Management, LLC
INCREASED
Shares475 from 457
Change+18 (+4%)
Value$363.4K (+$21.1K)
Filed 2026-10-22
Clear Point Advisors Inc.
INCREASED
Shares475 from 474
Change+1 (+0%)
Value$364.0K (+$9.0K)
Filed 2026-10-30
Cairn Investment Group, Inc.
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$364.0K (+$8.0K)
Filed 2026-11-04
Blvd Private Wealth, LLC
INCREASED
Shares474 from 453
Change+21 (+5%)
Value$363.0K (+$23.8K)
Filed 2026-10-14
IMZ Advisory Inc
INCREASED
Shares474 from 457
Change+17 (+4%)
Value$363.0K (+$20.9K)
Filed 2026-11-03
Citrine Capital LLC
INCREASED
Shares474 from 461
Change+13 (+3%)
Value$363.0K (+$17.8K)
Filed 2026-10-14
Stonebridge Financial Group, LLC
INCREASED
Shares474 from 467
Change+7 (+2%)
Value$363.0K (+$13.3K)
Filed 2026-10-01
Souders Financial Advisors
INCREASED
Shares474 from 468
Change+6 (+1%)
Value$362.7K (+$12.6K)
Filed 2026-11-03
Cordatus Wealth Management LLC
INCREASED
Shares474 from 472
Change+2 (+0%)
Value$363.0K (+$9.5K)
Filed 2026-10-19
Financial Enhancement Group LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$370.0K (+$15.0K)
Filed 2026-10-08
Endowment Wealth Management, Inc.
INCREASED
Shares473 from 388
Change+85 (+22%)
Value$362.5K (+$72.0K)
Filed 2026-11-03
J. L. Bainbridge & Co., Inc.
DECREASED
Shares473 from 516
Change-43 (-8%)
Value$362.2K (-$24.2K)
Filed 2026-10-20
Towne Trust Company, N.a
DECREASED
Shares471 from 501
Change-30 (-6%)
Value$360.7K (-$14.5K)
Filed 2026-10-28
Perryman Financial Advisory Inc
INCREASED
Shares470 from 469
Change+1 (+0%)
Value$359.6K (+$8.7K)
Filed 2026-10-16
Cathy Pareto & Associates, Inc
DECREASED
Shares469 from 471
Change-2 (0%)
Value$359.7K (+$6.5K)
Filed 2026-10-15
Columbia Advisory Partners LLC
INCREASED
Shares468 from 365
Change+103 (+28%)
Value$358.4K (+$84.9K)
Filed 2026-10-15
HT Partners LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$358.4K (+$7.9K)
Filed 2026-10-20
Compass Financial Group, Inc
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$358.4K (+$7.9K)
Filed 2026-10-13
Orca Wealth Management, LLC
DECREASED
Shares466 from 568
Change-102 (-18%)
Value$356.8K (-$68.2K)
Filed 2026-10-14
Shotwell Rutter Baer Inc
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$356.9K (+$7.9K)
Filed 2026-10-14
Pacific Sage Partners, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$356.1K (+$7.9K)
Filed 2026-10-21
Bellecapital International Ltd.
NEW
Shares463
Change+463
Value$354.6K
Filed 2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares463 from 478
Change-15 (-3%)
Value$354.6K (-$3.2K)
Filed 2026-11-03
Redwood Park Advisors LLC
INCREASED
Shares463 from 462
Change+1 (+0%)
Value$354.5K (+$8.8K)
Filed 2026-11-02
Xcel Wealth Management, LLC
INCREASED
Shares460 from 440
Change+20 (+5%)
Value$352.6K (+$22.8K)
Filed 2026-10-26
Hoey Investments, Inc
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$352.3K (+$7.8K)
Filed 2026-10-29
Argus Investors' Counsel, Inc.
DECREASED
Shares459 from 464
Change-5 (-1%)
Value$351.5K (+$4.0K)
Filed 2026-10-09
Weitzel Financial Services, Inc.
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$354.6K (+$12.1K)
Filed 2026-10-16
Rochester Wealth Strategies, LLC
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$348.8K (+$7.7K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
INCREASED
Shares454 from 442
Change+12 (+3%)
Value$347.7K (+$16.7K)
Filed 2026-10-05
Adamsbrown Wealth Consultants LLC
DECREASED
Shares452 from 475
Change-23 (-5%)
Value$346.0K (-$9.7K)
Filed 2026-10-20
Westco Advisory Services Inc
INCREASED
Shares452 from 451
Change+1 (+0%)
Value$345.8K (+$7.8K)
Filed 2026-10-14
S&A Financial Services, Inc.
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$344.0K (+$7.6K)
Filed 2026-11-03
Brian LOW Financial Group, LLC
INCREASED
Shares448 from 424
Change+24 (+6%)
Value$343.1K (+$25.6K)
Filed 2026-10-28
United Financial Planning Group LLC
INCREASED
Shares447 from 426
Change+21 (+5%)
Value$342.2K (+$23.5K)
Filed 2026-11-04
Alhambra Investment Management LLC
INCREASED
Shares446 from 434
Change+12 (+3%)
Value$341.6K (+$16.6K)
Filed 2026-10-15
A4 Wealth Advisors LLC
DECREASED
Shares445 from 508
Change-63 (-12%)
Value$341.2K (-$39.3K)
Filed 2026-10-20
SFG Wealth Management, Llc.
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$340.8K (+$7.5K)
Filed 2026-10-23
Accredited Investor Services, LLC
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$340.8K (+$7.5K)
Filed 2026-10-22
Meredith Wealth Planning
DECREASED
Shares443 from 536
Change-93 (-17%)
Value$339.0K (-$62.7K)
Filed 2026-10-14
Advisor Resource Council
DECREASED
Shares440 from 640
Change-200 (-31%)
Value$342.4K (-$140.0K)
Filed 2026-11-05
Catalyst Investment Management LLC
INCREASED
Shares440 from 439
Change+1 (+0%)
Value$337.2K (+$8.4K)
Filed 2026-10-21
Oath Planning, LLC
NEW
Shares437
Change+437
Value$334.9K
Filed 2026-10-20
Fagan Associates, Inc.
DECREASED
Shares437 from 649
Change-212 (-33%)
Value$334.3K (-$151.9K)
Filed 2026-10-13
Capstone Wealth Management Group, Inc.
INCREASED
Shares437 from 435
Change+2 (+0%)
Value$334.4K (+$8.3K)
Filed 2026-10-19
Letson Investment Management, Inc.
DECREASED
Shares436 from 462
Change-26 (-6%)
Value$333.9K (-$12.1K)
Filed 2026-11-05
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$333.9K (+$7.4K)
Filed 2026-10-27
Sicart Associates LLC
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$334.3K (+$7.8K)
Filed 2026-10-29
Terra Nova Asset Management LLC
INCREASED
Shares434 from 433
Change+1 (+0%)
Value$332.2K (+$8.2K)
Filed 2026-10-13
Breakwater Investment Management
DECREASED
Shares430 from 738
Change-308 (-42%)
Value$329.3K (-$223.2K)
Filed 2026-10-20
Miller Financial Services LLC
NEW
Shares429
Change+429
Value$328.6K
Filed 2026-10-20
LFG Wealth Partners, LLC
DECREASED
Shares428 from 689
Change-261 (-38%)
Value$327.6K (-$188.2K)
Filed 2026-10-28
Fidelity D & D Bancorp Inc
DECREASED
Shares428 from 429
Change-1 (0%)
Value$327.8K (+$6.5K)
Filed 2026-11-05
Yardley Wealth Management LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$327.8K (+$7.3K)
Filed 2026-10-23
Schwallier Wealth Management LLC
INCREASED
Shares427 from 426
Change+1 (+0%)
Value$327.1K (+$8.1K)
Filed 2026-11-05
Fortem Financial Group, LLC
NEW
Shares426
Change+426
Value$326.3K
Filed 2026-10-20
Slocum, Gordon & Co LLP
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$325.5K (+$7.2K)
Filed 2026-10-19
CFM Wealth Partners LLC
DECREASED
Shares424 from 591
Change-167 (-28%)
Value$324.7K (-$117.9K)
Filed 2026-11-05
Unified Investment Management
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$324.7K (+$7.2K)
Filed 2026-10-14
Peak Wealth Management LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$324.7K (+$9.9K)
Filed 2026-10-26
Tiller Private Wealth, Inc.
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$321.7K (+$7.1K)
Filed 2026-10-26
Altman Advisors, Inc.
NEW
Shares419
Change+419
Value$320.9K
Filed 2026-11-05
Aljian Capital Management, LLC
INCREASED
Shares419 from 418
Change+1 (+0%)
Value$320.6K (+$7.4K)
Filed 2026-10-28
Cascade Investment Advisors, Inc.
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$320.9K (+$7.1K)
Filed 2026-11-02
MTM Investment Management, LLC
DECREASED
Shares417 from 446
Change-29 (-6%)
Value$319.2K (-$14.6K)
Filed 2026-10-30
Armstrong Henry H Associates Inc
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$319.4K (+$7.1K)
Filed 2026-10-07
Stordahl Capital Management, Inc.
DECREASED
Shares416 from 629
Change-213 (-34%)
Value$318.6K (-$152.5K)
Filed 2026-10-22
Myecfo, LLC
DECREASED
Shares416 from 428
Change-12 (-3%)
Value$318.2K (-$1.9K)
Filed 2026-10-14
Palacios Wealth Management, LLC
NEW
Shares414
Change+414
Value$317.1K
Filed 2026-11-04
Tassel Capital Management, Inc.
INCREASED
Shares412 from 368
Change+44 (+12%)
Value$315.2K (+$39.7K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
INCREASED
Shares411 from 363
Change+48 (+13%)
Value$314.8K (+$42.9K)
Filed 2026-10-27
Financial Harvest, LLC
INCREASED
Shares410 from 403
Change+7 (+2%)
Value$313.9K (+$12.2K)
Filed 2026-10-15
Private Wealth Management Group, LLC
INCREASED
Shares409 from 163
Change+246 (+151%)
Value$313.2K (+$191.2K)
Filed 2026-10-19
Northern Financial Advisors Inc
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$313.2K (+$6.9K)
Filed 2026-10-29
Define Financial, LLC
INCREASED
Shares408 from 407
Change+1 (+0%)
Value$312.7K (+$7.8K)
Filed 2026-10-14
Cedar Point Capital Partners, LLC
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$311.7K (+$6.9K)
Filed 2026-10-29
Lynch Investment Planning, LLC
DECREASED
Shares406 from 452
Change-46 (-10%)
Value$311.0K (-$27.5K)
Filed 2026-10-27
ShoreHaven Wealth Partners, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$310.7K (+$6.8K)
Filed 2026-10-16
Prosperitas Financial LLC
INCREASED
Shares405 from 358
Change+47 (+13%)
Value$309.9K (+$42.1K)
Filed 2026-10-28
Towerpoint Wealth, LLC
DECREASED
Shares402 from 407
Change-5 (-1%)
Value$307.9K (+$2.9K)
Filed 2026-10-13
Shelter Rock Management, LLC
NEW
Shares401
Change+401
Value$310.8K
Filed 2026-10-09
Kingsman Wealth Management, Inc.
NEW
Shares400
Change+400
Value$306.1K
Filed 2026-10-13
Hidden Cove Wealth Management, LLC
DECREASED
Shares400 from 409
Change-9 (-2%)
Value$306.0K (-$331)
Filed 2026-10-19
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$305.5K (+$6.9K)
Filed 2026-10-15
Holos Integrated Wealth LLC
DECREASED
Shares396 from 497
Change-101 (-20%)
Value$304.5K (-$68.4K)
Filed 2026-10-23
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$302.9K (+$6.7K)
Filed 2026-10-22
Seamount Financial Group Inc
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$303.6K (+$7.3K)
Filed 2026-10-21
Retirement Solution LLC
INCREASED
Shares395 from 274
Change+121 (+44%)
Value$302.3K (+$97.1K)
Filed 2026-10-27
Ascent Wealth Partners, LLC
INCREASED
Shares391 from 291
Change+100 (+34%)
Value$299.3K (+$81.5K)
Filed 2026-10-23
KRM Wealth Management L.L.C.
INCREASED
Shares391 from 379
Change+12 (+3%)
Value$299.2K (+$15.7K)
Filed 2026-11-02
Dupree Financial Group, LLC
INCREASED
Shares391 from 385
Change+6 (+2%)
Value$299.7K (+$11.1K)
Filed 2026-10-09
Wealthcare Capital Partners, LLC
INCREASED
Shares390 from 313
Change+77 (+25%)
Value$299.0K (+$64.3K)
Filed 2026-10-21
Horizon Advisory Services, Inc.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$298.7K (+$6.6K)
Filed 2026-10-29
SevenBridge Financial Group, LLC
DECREASED
Shares388 from 426
Change-38 (-9%)
Value$299.7K (-$31.2K)
Filed 2026-10-26
Shayne & Jacobs, LLC
DECREASED
Shares384 from 397
Change-13 (-3%)
Value$294.1K (-$3.2K)
Filed 2026-10-21
Merrion Investment Management Co, LLC
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$292.6K (+$6.5K)
Filed 2026-10-16
Professional Financial Advisors, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$291.0K (+$6.7K)
Filed 2026-10-13
McGrath & Associates, Inc.
NEW
Shares379
Change+379
Value$290.6K
Filed 2026-10-27
Clark Wealth Partners
DECREASED
Shares379 from 391
Change-12 (-3%)
Value$290.3K (-$2.6K)
Filed 2026-10-19
Hiley Hunt Wealth Management
DECREASED
Shares376 from 509
Change-133 (-26%)
Value$288.3K (-$93.2K)
Filed 2026-10-08
Iams Wealth Management, LLC
DECREASED
Shares376 from 502
Change-126 (-25%)
Value$288.0K (-$88.0K)
Filed 2026-10-15
Ellerson Group Inc
DECREASED
Shares375 from 450
Change-75 (-17%)
Value$284.2K (-$52.8K)
Filed 2026-11-04
Graham Capital Wealth Management, LLC
DECREASED
Shares375 from 402
Change-27 (-7%)
Value$287.2K (-$13.9K)
Filed 2026-10-26
Penobscot Wealth Management
INCREASED
Shares375 from 355
Change+20 (+6%)
Value$287.4K (+$21.5K)
Filed 2026-10-21
4Wealth Advisors, Inc.
DECREASED
Shares374 from 378
Change-4 (-1%)
Value$287.7K (+$6.1K)
Filed 2026-10-13
Sierra Summit Advisors LLC
DECREASED
Shares373 from 486
Change-113 (-23%)
Value$285.7K (-$78.3K)
Filed 2026-10-28
Redwood Family Wealth LLC
INCREASED
Shares372 from 369
Change+3 (+1%)
Value$284.9K (+$8.0K)
Filed 2026-10-20
Norman Fields, Gottscho Capital Management, LLC
NEW
Shares371
Change+371
Value$284.1K
Filed 2026-10-05
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares371 from 391
Change-20 (-5%)
Value$284.1K (-$8.7K)
Filed 2026-10-19
IFC & Insurance Marketing, Inc.
INCREASED
Shares371 from 357
Change+14 (+4%)
Value$284.1K (+$16.8K)
Filed 2026-10-16
White & Co Financial Planning Inc
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$241.7K (-$35.4K)
Filed 2026-10-16
RFG Holdings, Inc.
DECREASED
Shares369 from 378
Change-9 (-2%)
Value$282.6K (-$481)
Filed 2026-10-30
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$274.8K ($0)
Filed 2026-11-03
Crescent Sterling, Ltd.
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$281.3K (+$6.2K)
Filed 2026-10-16
MontVue Capital Management, Inc.
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$280.3K (+$6.2K)
Filed 2026-10-19
Wealthstar Advisors, LLC
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$280.3K (+$6.2K)
Filed 2026-10-19
One Plus One Wealth Management, LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$279.5K (+$6.2K)
Filed 2026-10-16
Saxony Capital Management, LLC
INCREASED
Shares364 from 276
Change+88 (+32%)
Value$278.8K (+$72.4K)
Filed 2026-10-15
Capital Wealth Management, LLC
DECREASED
Shares364 from 370
Change-6 (-2%)
Value$278.8K (+$1.7K)
Filed 2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$278.9K (+$6.0K)
Filed 2026-10-09
Prosperity Advisers, LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$278.0K (+$6.2K)
Filed 2026-10-28
Raub Brock Capital Management LP
INCREASED
Shares362 from 361
Change+1 (+0%)
Value$277.4K (+$6.9K)
Filed 2026-10-21
Roberts Financial Services LLC
INCREASED
Shares358 from 327
Change+31 (+9%)
Value$274.1K (+$29.1K)
Filed 2026-10-23
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares358 from 352
Change+6 (+2%)
Value$274.3K (+$10.7K)
Filed 2026-11-05
Level Wealth Management LLC
INCREASED
Shares357 from 323
Change+34 (+11%)
Value$273.6K (+$31.5K)
Filed 2026-10-23
Financial & Tax Architects, LLC
DECREASED
Shares357 from 358
Change-1 (0%)
Value$273.4K (+$5.3K)
Filed 2026-10-15
Inlet Private Wealth, LLC
DECREASED
Shares354 from 359
Change-5 (-1%)
Value$271.1K (+$2.3K)
Filed 2026-10-21
Opinicus Capital, Inc.
DECREASED
Shares353 from 354
Change-1 (0%)
Value$270.4K (+$5.3K)
Filed 2026-10-28
Wellment Financial
NEW
Shares352
Change+352
Value$269.7K
Filed 2026-10-28
Cpwa, LLC
DECREASED
Shares352 from 389
Change-37 (-10%)
Value$274.9K (-$16.1K)
Filed 2026-11-04
Baron Wealth Management LLC
INCREASED
Shares350 from 349
Change+1 (+0%)
Value$267.8K (+$6.1K)
Filed 2026-10-27
Blue Square Asset Management, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$268.0K (+$5.9K)
Filed 2026-11-02
3Chopt Investment Partners, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$268.0K (+$5.9K)
Filed 2026-10-30
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares349 from 377
Change-28 (-7%)
Value$267.3K (-$15.1K)
Filed 2026-10-22
Ridgeline Wealth, LLC
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$272.4K (+$11.4K)
Filed 2026-10-14
United Asset Strategies, Inc.
DECREASED
Shares347 from 351
Change-4 (-1%)
Value$265.6K (+$2.7K)
Filed 2026-10-28
Crumly & Associates Inc.
NEW
Shares345
Change+345
Value$264.2K
Filed 2026-10-07
MilWealth Group LLC
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$263.5K (+$5.8K)
Filed 2026-11-02
Lountzis Asset Management, LLC
NEW
Shares342
Change+342
Value$261.9K
Filed 2026-10-30
Base Wealth Management LLC
DECREASED
Shares341 from 345
Change-4 (-1%)
Value$261.0K (+$2.4K)
Filed 2026-10-21
Guardian Wealth Advisors, LLC
DECREASED
Shares340 from 372
Change-32 (-9%)
Value$262.6K (-$16.0K)
Filed 2026-10-30
Rise Advisors, LLC
DECREASED
Shares340 from 352
Change-12 (-3%)
Value$260.6K (-$3.2K)
Filed 2026-10-16
McCollum Christoferson Group LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$260.4K (+$5.8K)
Filed 2026-10-13
Aafmaa Wealth Management & Trust LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$259.6K (+$5.7K)
Filed 2026-10-14
CPC Advisors, LLC
DECREASED
Shares338 from 505
Change-167 (-33%)
Value$258.9K (-$119.3K)
Filed 2026-10-21
Lpwm LLC
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$258.3K (+$5.8K)
Filed 2026-10-20
Ferguson Shapiro LLC
DECREASED
Shares336 from 337
Change-1 (0%)
Value$257.2K (+$4.9K)
Filed 2026-10-16
Vannoy Advisory Group, Inc.
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$257.3K (+$5.7K)
Filed 2026-10-13
Portus Wealth Advisors, LLC
DECREASED
Shares333 from 355
Change-22 (-6%)
Value$254.9K (-$10.8K)
Filed 2026-10-13
Bank & Trust Co
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$255.0K (+$5.6K)
Filed 2026-10-07
Advocate Group LLC
DECREASED
Shares332 from 367
Change-35 (-10%)
Value$254.3K (-$20.6K)
Filed 2026-10-19
Tortuga Wealth Management, Inc
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$255.1K (+$5.7K)
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$253.5K (+$5.6K)
Filed 2026-11-02
Wynn Capital, LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$253.5K (+$5.6K)
Filed 2026-10-13
Powell Investment Advisors, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$252.9K (+$5.7K)
Filed 2026-10-22
Independent Wealth Advisors LLC
DECREASED
Shares329 from 455
Change-126 (-28%)
Value$251.9K (-$88.7K)
Filed 2026-10-27
Seros Financial, LLC
INCREASED
Shares329 from 284
Change+45 (+16%)
Value$252.0K (+$39.3K)
Filed 2026-10-21
Jacobs & Co
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$251 (+$5)
Filed 2026-10-09
Cooper Capital Advisors LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$252.0K (+$5.6K)
Filed 2026-10-29
First Fiduciary Investment Counsel, Inc.
NEW
Shares327
Change+327
Value$250
Filed 2026-10-27
Clarus Group, Inc.
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$249.4K (+$5.6K)
Filed 2026-10-21
Yousif Capital Management, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$248.9K (+$5.5K)
Filed 2026-10-22
Cannon Advisors, Inc.
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$253.6K (+$9.2K)
Filed 2026-10-14
Braun-Bostich & Associates Inc.
DECREASED
Shares323 from 329
Change-6 (-2%)
Value$247.4K (+$985)
Filed 2026-10-20
Altrius Capital Management Inc
DECREASED
Shares323 from 326
Change-3 (-1%)
Value$247.4K (+$3.2K)
Filed 2026-11-05
United Wealth Management, LLC
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$247.7K (+$5.5K)
Filed 2026-10-30
KTF Investments, LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$246.7K (+$5.5K)
Filed 2026-10-23
Quantum Financial Planning Services, Inc.
DECREASED
Shares321 from 322
Change-1 (0%)
Value$245.7K (+$4.4K)
Filed 2026-10-14
Heritage Investors Management Corp
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$245 (-$239.8K)
Filed 2026-10-29
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares318 from 313
Change+5 (+2%)
Value$243.3K (+$9.1K)
Filed 2026-10-14
RIA Advisory Group LLC
NEW
Shares317
Change+317
Value$242.5K
Filed 2026-10-15
Sather Financial Group Inc
NEW
Shares317
Change+317
Value$242.8K
Filed 2026-10-30
POM Investment Strategies, LLC
NEW
Shares316
Change+316
Value$242.0K
Filed 2026-10-20
Flagship Capital Management Inc.
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$242.1K (+$5.4K)
Filed 2026-10-20
Aull & Monroe Investment Management Corp
DECREASED
Shares315 from 400
Change-85 (-21%)
Value$241.2K (-$58.3K)
Filed 2026-10-16
Reston Wealth Management LLC
NEW
Shares314
Change+314
Value$240.5K
Filed 2026-10-29
Aire Advisors, LLC
INCREASED
Shares312 from 271
Change+41 (+15%)
Value$238.9K (+$35.9K)
Filed 2026-10-22
Weinberger Asset Management, Inc
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$238.9K (+$4.8K)
Filed 2026-10-28
Boomfish Wealth Group, LLC
DECREASED
Shares311 from 315
Change-4 (-1%)
Value$238.1K (+$2.3K)
Filed 2026-10-22
Byrne Asset Management LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$238.7K (+$5.8K)
Filed 2026-10-06
Riggs Asset Managment Co. Inc.
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$236.6K (+$5.2K)
Filed 2026-11-05
Great Lakes Retirement, Inc.
DECREASED
Shares307 from 309
Change-2 (-1%)
Value$235.5K (+$4.5K)
Filed 2026-10-26
Godsey & Gibb, Inc
INCREASED
Shares306 from 145
Change+161 (+111%)
Value$234.4K (+$125.8K)
Filed 2026-10-14
Scheeler Financial LLC
NEW
Shares304
Change+304
Value$232.8K
Filed 2026-10-13
Valpey Financial Services, LLC
DECREASED
Shares304 from 307
Change-3 (-1%)
Value$232.8K (+$2.8K)
Filed 2026-10-30
Cedar Mountain Advisors, LLC
INCREASED
Shares304 from 303
Change+1 (+0%)
Value$232.5K (+$5.7K)
Filed 2026-10-15
Mountain Pacific Investment Advisers LLC
NEW
Shares303
Change+303
Value$232.1K
Filed 2026-10-29
Burk Holdings LLC
DECREASED
Shares303 from 306
Change-3 (-1%)
Value$232.1K (+$2.9K)
Filed 2026-11-05
Krane Financial Solutions LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$231.0K (+$5.2K)
Filed 2026-10-30
Navigation Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$229.8K (+$5.1K)
Filed 2026-10-28
Guild Investment Management, Inc.
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$229.0K (+$5.1K)
Filed 2026-11-03
Trust Co of Oklahoma
NEW
Shares298
Change+298
Value$228.2K
Filed 2026-10-15
DB&C Advisors, LLC
INCREASED
Shares297 from 296
Change+1 (+0%)
Value$227.2K (+$5.6K)
Filed 2026-10-26
Calder Financial LLC
INCREASED
Shares297 from 296
Change+1 (+0%)
Value$227.7K (+$5.7K)
Filed 2026-10-13
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$226.7K (+$5.0K)
Filed 2026-11-05
Global Trust Wealth Management LLC
DECREASED
Shares295 from 308
Change-13 (-4%)
Value$225.9K (-$4.9K)
Filed 2026-10-14
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares295 from 288
Change+7 (+2%)
Value$225.9K (+$10.2K)
Filed 2026-10-16
Commons Capital, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$224.9K (+$5.1K)
Filed 2026-11-05
Pegasus Asset Management, Inc.
INCREASED
Shares292 from 276
Change+16 (+6%)
Value$223.6K (+$16.9K)
Filed 2026-11-03
Sylvest Advisors, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$223.4K (+$4.9K)
Filed 2026-10-26
KW Wealth Management LLC
NEW
Shares291
Change+291
Value$222.9K
Filed 2026-10-28
Altura Wealth Advisors Inc.
DECREASED
Shares291 from 337
Change-46 (-14%)
Value$222.6K (-$29.6K)
Filed 2026-10-22
Integrated Wealth Management
INCREASED
Shares291 from 282
Change+9 (+3%)
Value$222.6K (+$11.7K)
Filed 2026-10-19
rebel Financial LLC
INCREASED
Shares291 from 283
Change+8 (+3%)
Value$222.8K (+$11.0K)
Filed 2026-11-04
Davidson Kahn Capital Management, LLC
INCREASED
Shares289 from 272
Change+17 (+6%)
Value$221.5K (+$18.1K)
Filed 2026-10-26
Evergreen Private Wealth LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$221.4K (+$4.9K)
Filed 2026-10-30
Vista Investment Partners LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$221.3K (+$4.9K)
Filed 2026-10-08
Karras Company, Inc.
INCREASED
Shares288 from 287
Change+1 (+0%)
Value$220.5K (+$5.3K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$220.8K (+$5.0K)
Filed 2026-10-23
Total Wealth Planning & Management, Inc.
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$220.6K (+$4.9K)
Filed 2026-10-23
Dala Group, LLC
NEW
Shares287
Change+287
Value$220.0K
Filed 2026-10-29
Creative Capital Management Investments LLC
INCREASED
Shares287 from 269
Change+18 (+7%)
Value$219.8K (+$18.3K)
Filed 2026-10-28
Pacific Asset Management, LLC
INCREASED
Shares287 from 286
Change+1 (+0%)
Value$220.0K (+$5.5K)
Filed 2026-10-15
Shore Point Advisors, LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$220.0K (+$5.0K)
Filed 2026-10-14
Goodman Advisory Group, LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$219.8K (+$4.9K)
Filed 2026-11-02
Lotus Asset Management LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$218.9K (+$4.8K)
Filed 2026-10-14
HMV Wealth Advisors, LLC
NEW
Shares285
Change+285
Value$218.3K
Filed 2026-10-27
Farnam Financial LLC
NEW
Shares283
Change+283
Value$216.7K
Filed 2026-10-21
Atala Financial Inc
INCREASED
Shares283 from 268
Change+15 (+6%)
Value$216.7K (+$16.0K)
Filed 2026-10-22
Waycross Investment Management Co
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$216.7K (+$4.8K)
Filed 2026-10-14
ARK & TLK Investments, LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$216.7K (+$4.8K)
Filed 2026-10-20
Walker Financial Services, Inc.
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$216.6K (+$5.4K)
Filed 2026-10-26
Greenfield Seitz Capital Management, LLC
INCREASED
Shares280 from 271
Change+9 (+3%)
Value$214.4K (+$11.5K)
Filed 2026-10-29
TKG Advisors, LLC
DECREASED
Shares280 from 284
Change-4 (-1%)
Value$214.4K (+$1.8K)
Filed 2026-11-02
Kennedy Investment Group, Inc.
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$213.7K (+$4.7K)
Filed 2026-10-21
EnRich Financial Partners LLC
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$212.8K (+$4.6K)
Filed 2026-10-21
Leelyn Smith, LLC
NEW
Shares277
Change+277
Value$212.1K
Filed 2026-11-03
IMG Wealth Management, Inc.
INCREASED
Shares277 from 270
Change+7 (+3%)
Value$212.1K (+$9.9K)
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares277 from 283
Change-6 (-2%)
Value$212 (-$211.8K)
Filed 2026-10-30
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares277 from 276
Change+1 (+0%)
Value$212.0K (+$5.3K)
Filed 2026-10-20
Seven Hills Financial, LLC
NEW
Shares276
Change+276
Value$211.2K
Filed 2026-10-13
Sendero Wealth Management, LLC
DECREASED
Shares276 from 346
Change-70 (-20%)
Value$211.4K (-$47.7K)
Filed 2026-10-14
Guardian Partners Inc.
INCREASED
Shares276 from 249
Change+27 (+11%)
Value$211.4K (+$24.9K)
Filed 2026-10-21
Capital Investment Counsel, Inc
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$211.1K (+$4.7K)
Filed 2026-10-20
Ashurst Perkins Coie Trust Co
INCREASED
Shares275 from 273
Change+2 (+1%)
Value$210.6K (+$6.2K)
Filed 2026-10-15
Five Pine Wealth Management
INCREASED
Shares275 from 274
Change+1 (+0%)
Value$210.8K (+$5.3K)
Filed 2026-10-20
Summa Corp.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$210.6K (+$4.7K)
Filed 2026-10-30
First Security Investment Management, Inc.
DECREASED
Shares274 from 359
Change-85 (-24%)
Value$210.1K (-$58.5K)
Filed 2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW
Shares272
Change+272
Value$208.7K
Filed 2026-10-15
Fortune Financial Group, Inc.
NEW
Shares271
Change+271
Value$207.5K
Filed 2026-10-22
Websterrogers Financial Advisors, LLC
INCREASED
Shares271 from 270
Change+1 (+0%)
Value$207.5K (+$4.7K)
Filed 2026-11-02
Kopp Family Office, LLC
INCREASED
Shares270 from 219
Change+51 (+23%)
Value$167.7K (+$3.7K)
Filed 2026-10-21
Kentucky Trust Co
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$206.8K (+$4.6K)
Filed 2026-10-15
Investment Partners Asset Management, Inc.
NEW
Shares269
Change+269
Value$206.0K
Filed 2026-10-09
Hendershot Investments Inc.
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$206.0K (+$4.6K)
Filed 2026-11-05
Glass Wealth Management Co LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$206.0K (+$4.6K)
Filed 2026-10-28
Veratis Advisors, Inc.
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$206.0K (+$4.6K)
Filed 2026-11-03
Ethos Capital Management, Inc.
NEW
Shares268
Change+268
Value$205.4K
Filed 2026-11-03
Red Mountain Financial, LLC
INCREASED
Shares268 from 267
Change+1 (+0%)
Value$205.3K (+$5.1K)
Filed 2026-11-03
Willis Investment Counsel
NEW
Shares267
Change+267
Value$204.5K
Filed 2026-10-20
Sherman Wealth Management LLC
DECREASED
Shares267 from 309
Change-42 (-14%)
Value$204.2K (-$27.0K)
Filed 2026-10-16
Kurv Investment Management LLC
NEW
Shares266
Change+266
Value$203.7K
Filed 2026-10-28
Harvey Investment Co LLC
NEW
Shares265
Change+265
Value$203
Filed 2026-10-20
LWM Advisors Inc
NEW
Shares265
Change+265
Value$203.0K
Filed 2026-10-08
Isthmus Partners, LLC
NEW
Shares264
Change+264
Value$202.2K
Filed 2026-10-21
Diligent Investors, LLC
NEW
Shares263
Change+263
Value$201.6K
Filed 2026-10-21
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares263 from 311
Change-48 (-15%)
Value$201.4K (-$31.5K)
Filed 2026-10-19
ICW Investment Advisors LLC
NEW
Shares262
Change+262
Value$201.2K
Filed 2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$196.8K (+$4.4K)
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$192.2K (+$4.3K)
Filed 2026-10-15
RHL Group, LLC
INCREASED
Shares247 from 246
Change+1 (+0%)
Value$189.2K (+$4.9K)
Filed 2026-11-04
Weaver Capital Management LLC
INCREASED
Shares246 from 244
Change+2 (+1%)
Value$188.2K (+$28.6K)
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares238
Change+238
Value$186.1K
Filed 2026-10-13
Insight Inv LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$179.2K (+$4.0K)
Filed 2026-10-27
Southern Michigan Bank & Trust
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$179.2K (+$4.0K)
Filed 2026-10-19
Networth Advisors, LLC
INCREASED
Shares231 from 208
Change+23 (+11%)
Value$177.2K (+$21.7K)
Filed 2026-11-03
Zega Investments, LLC
DECREASED
Shares227 from 2,566
Change-2,339 (-91%)
Value$173.8K (-$1.7M)
Filed 2026-11-04
Arjuna Capital
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$170.8K (+$3.8K)
Filed 2026-11-03
Transce3nd, LLC
NEW
Shares203
Change+203
Value$157.7K
Filed 2026-10-26
Costello Asset Management, Inc
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$152.3K (+$3.4K)
Filed 2026-10-30
Cdkv Holdings LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$150.0K (+$3.3K)
Filed 2026-10-28
Prudent Man Investment Management, Inc.
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$146.3K (+$15.5K)
Filed 2026-11-03
Citizens National Bank Trust Department
INCREASED
Shares176 from 162
Change+14 (+9%)
Value$134.8K (+$13.5K)
Filed 2026-11-04
Nvwm, LLC
INCREASED
Shares174 from 2
Change+172 (+8600%)
Value$133.3K (+$131.8K)
Filed 2026-10-14
Elevate Wealth Advisory, Inc
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$131.0K (+$2.9K)
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$128.7K (+$2.8K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
DECREASED
Shares164 from 184
Change-20 (-11%)
Value$126.3K (-$12.2K)
Filed 2026-10-30
Hartford Financial Management Inc.
DECREASED
Shares160 from 310
Change-150 (-48%)
Value$122.2K (-$110.1K)
Filed 2026-10-21
SYM Financial Corp
DECREASED
Shares158 from 223
Change-65 (-29%)
Value$121.0K (-$46.0K)
Filed 2026-10-26
Zeit Capital LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$109.5K (+$2.4K)
Filed 2026-10-19
Go Invest LLC
INCREASED
Shares138 from 137
Change+1 (+1%)
Value$105.5K (+$3.0K)
Filed 2026-10-09
Polaris Financial Partners
NEW
Shares135
Change+135
Value$104
Filed 2026-10-02
Carolina Wealth Advisors, LLC
INCREASED
Shares135 from 29
Change+106 (+366%)
Value$103.4K (+$81.7K)
Filed 2026-10-23
Strategic Investment Management, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$101.1K (+$2.2K)
Filed 2026-10-20
Adirondack Trust Co
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$100.3K (+$2.2K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
DECREASED
Shares129 from 180
Change-51 (-28%)
Value$98.8K (-$35.7K)
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$96.5K (+$2.1K)
Filed 2026-10-22
Bell Investment Advisors, Inc
DECREASED
Shares118 from 128
Change-10 (-8%)
Value$90.3K (-$5.2K)
Filed 2026-10-29
Axiom Investment Management LLC
DECREASED
Shares117 from 119
Change-2 (-2%)
Value$89.6K (+$486)
Filed 2026-11-03
Montgomery Financial Services LLC
INCREASED
Shares116 from 43
Change+73 (+170%)
Value$88.7K (+$56.5K)
Filed 2026-11-03
NorthAvenue LLC
DECREASED
Shares112 from 136
Change-24 (-18%)
Value$86.1K (-$16.1K)
Filed 2026-10-29
StrongBox Wealth, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$85.8K (+$1.9K)
Filed 2026-11-02
Rakuten Securities, Inc.
DECREASED
Shares107 from 123
Change-16 (-13%)
Value$81.9K (-$10.2K)
Filed 2026-11-02
BankChampaign, National Association
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$79.6K (+$1.8K)
Filed 2026-10-19
Thompson Investment Management, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$78.9K (+$1.7K)
Filed 2026-10-14
Blume Capital Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$76.6K (+$1.7K)
Filed 2026-10-26
Hager Investment Management Services, LLC
INCREASED
Shares97 from 96
Change+1 (+1%)
Value$74.3K (+$2.4K)
Filed 2026-11-04
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$72.8K (+$1.6K)
Filed 2026-10-23
Putney Financial Group LLC
NEW
Shares90
Change+90
Value$69.0K
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares86
Change+86
Value$66
Filed 2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$65.9K (+$1.5K)
Filed 2026-10-15
Dorato Capital Management
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$62.4K (+$1.8K)
Filed 2026-10-08
Duncker Streett & Co Inc
INCREASED
Shares72 from 66
Change+6 (+9%)
Value$55.1K (+$5.7K)
Filed 2026-10-27
KFG LLC
NEW
Shares70
Change+70
Value$53.6K
Filed 2026-11-02
Burkett Financial Services, LLC
INCREASED
Shares70 from 37
Change+33 (+89%)
Value$53.8K (+$26.0K)
Filed 2026-10-01
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$51.3K (+$1.1K)
Filed 2026-10-16
GS Investments, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$48.2K (+$1.1K)
Filed 2026-11-05
Baer Investment Advisory LLC
NEW
Shares60
Change+60
Value$46.0K
Filed 2026-10-13
Eukles Asset Management
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$45.2K (+$1.0K)
Filed 2026-11-04
Pflug Koory, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$43.2K (+$1.1K)
Filed 2026-10-26
Wells Financial Advisors Inc
DECREASED
Shares52 from 93
Change-41 (-44%)
Value$39.8K (-$29.8K)
Filed 2026-11-02
Ulland Investment Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$38 (+$1)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
NEW
Shares46
Change+46
Value$35.2K
Filed 2026-10-13
Tower View Wealth Management LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$33.9K (+$845)
Filed 2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares42
Change+42
Value$32.2K
Filed 2026-10-14
Advantage Trust Co
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$29.9K (+$661)
Filed 2026-10-19
Entrust Financial LLC
INCREASED
Shares37 from 33
Change+4 (+12%)
Value$28.3K (+$3.6K)
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$28.3K (+$627)
Filed 2026-10-28
Kennebec Savings Bank
DECREASED
Shares36 from 50
Change-14 (-28%)
Value$27.6K (-$9.9K)
Filed 2026-10-22
Sawyer & Company, Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$27.6K (+$611)
Filed 2026-10-21
Global Trust Asset Management, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$27.3K (+$604)
Filed 2026-10-19
Olistico Wealth, LLC
NEW
Shares33
Change+33
Value$25.3K
Filed 2026-10-05
Marquette Asset Management, LLC
DECREASED
Shares30 from 35
Change-5 (-14%)
Value$23.0K (-$3.2K)
Filed 2026-10-09
Elevation Wealth Partners, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$23.0K (+$509)
Filed 2026-10-07
Phillip James Consulting Co.
NEW
Shares27
Change+27
Value$20.7K
Filed 2026-11-03
Vima LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$20.7K (+$458)
Filed 2026-10-23
Birchbrook, Inc.
DECREASED
Shares26 from 34
Change-8 (-24%)
Value$19.9K (-$5.6K)
Filed 2026-10-14
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$18.4K (+$407)
Filed 2026-10-19
Asset Planning,Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$16.9K (+$422)
Filed 2026-10-26
Accordant Advisory Group Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$16.8K (+$373)
Filed 2026-10-29
Albion Financial Group
DECREASED
Shares19 from 22
Change-3 (-14%)
Value$14.5K (-$2.0K)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares18
Change+18
Value$13.8K
Filed 2026-10-27
Vermillion Wealth Management, Inc.
DECREASED
Shares18 from 395
Change-377 (-95%)
Value$13.8K (-$281.8K)
Filed 2026-10-26
Bullock Wealth Management Group
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$13.4K (+$356)
Filed 2026-10-09
Western Pacific Wealth Management, LP
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$10.4K (+$259)
Filed 2026-10-16
Wilkerson Advisory Group LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$10.7K (+$238)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$10.7K (+$237)
Filed 2026-10-14
Vision Financial Markets LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$7.8K (+$215)
Filed 2026-10-22
Your Advocates Ltd., LLP
DECREASED
Shares10 from 16
Change-6 (-37%)
Value$7.7K (-$293)
Filed 2026-11-03
West Financial Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.7K (+$170)
Filed 2026-10-22
WestEnd Advisors, LLC
DECREASED
Shares9 from 1,050
Change-1,041 (-99%)
Value$6.7K (-$779.5K)
Filed 2026-10-27
Spurstone Advisory Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.6K (+$109)
Filed 2026-11-02
Sterling Capital Management LLC
DECREASED
Shares2 from 2,506
Change-2,504 (-100%)
Value$1.5K (-$1.9M)
Filed 2026-10-22
Decker Retirement Planning Inc.
DECREASED
Shares2 from 272
Change-270 (-99%)
Value$1.6K (-$202.2K)
Filed 2026-10-19
Garda Capital Partners LP
CLOSED
Shares0 from 154,082
Change-154,082 (-100%)
Value$0 (-$115.4M)
Filed 2026-11-04
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 79,520
Change-79,520 (-100%)
Value$0 (-$59.6M)
Filed 2026-10-28
FDx Advisors, Inc.
CLOSED
Shares0 from 15,544
Change-15,544 (-100%)
Value$0 (-$11.6M)
Filed 2026-11-05
Newport Capital Group, LLC
CLOSED
Shares0 from 5,613
Change-5,613 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-16
Belvedere Trading LLC
CLOSED
Shares0 from 3,996
Change-3,996 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-05
Ardent Capital Management, Inc.
CLOSED
Shares0 from 1,966
Change-1,966 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-16
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 1,740
Change-1,740 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
Garrison Bradford & Associates Inc
CLOSED
Shares0 from 1,725
Change-1,725 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
First International Bank of Israel Ltd.
CLOSED
Shares0 from 1,170
Change-1,170 (-100%)
Value$0 (-$245.2K)
Filed 2026-11-04
Campbell Newman Asset Management Inc
CLOSED
Shares0 from 1,070
Change-1,070 (-100%)
Value$0 (-$801.3K)
Filed 2026-10-22
Retiremitten Financial LLC
CLOSED
Shares0 from 846
Change-846 (-100%)
Value$0 (-$633.6K)
Filed 2026-11-05
Hofer & Associates. Inc
CLOSED
Shares0 from 694
Change-694 (-100%)
Value$0 (-$519.7K)
Filed 2026-10-13
E6 Portfolios, LLC
CLOSED
Shares0 from 670
Change-670 (-100%)
Value$0 (-$501.8K)
Filed 2026-10-26
apricus wealth, LLC
CLOSED
Shares0 from 580
Change-580 (-100%)
Value$0 (-$434.4K)
Filed 2026-10-26
Shum Financial Group, Inc.
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$433.4K)
Filed 2026-10-13
Central Valley Advisors, LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$411.3K)
Filed 2026-10-27
Mount Vernon Associates Inc
CLOSED
Shares0 from 543
Change-543 (-100%)
Value$0 (-$407.0K)
Filed 2026-10-26
Vaughan David Investments LLC
CLOSED
Shares0 from 423
Change-423 (-100%)
Value$0 (-$317.0K)
Filed 2026-11-05
Provident Wealth Management, LLC
CLOSED
Shares0 from 399
Change-399 (-100%)
Value$0 (-$298.8K)
Filed 2026-10-20
AJ Advisors, LLC
CLOSED
Shares0 from 369
Change-369 (-100%)
Value$0 (-$276.0K)
Filed 2026-10-29
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 361
Change-361 (-100%)
Value$0 (-$270.2K)
Filed 2026-10-28
Tamar Securities, LLC
CLOSED
Shares0 from 346
Change-346 (-100%)
Value$0 (-$259.3K)
Filed 2026-11-03
Axecap Investments, LLC
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$254.6K)
Filed 2026-10-20
Nichols & Pratt Advisers LLP
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$244.9K)
Filed 2026-10-13
SS&H Financial Advisors, Inc.
CLOSED
Shares0 from 316
Change-316 (-100%)
Value$0 (-$237.0K)
Filed 2026-10-28
Cottage Street Advisors LLC
CLOSED
Shares0 from 298
Change-298 (-100%)
Value$0 (-$223.1K)
Filed 2026-10-19
Howard Bailey Securities, LLC
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$222.6K)
Filed 2026-10-27
Pacific Capital Wealth Advisors, Inc.
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$218.7K)
Filed 2026-10-22
Shira Ridge Wealth Management
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$216.3K)
Filed 2026-10-09
APS Management Group, Inc.
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-14
Wolff Financial Management LLC
CLOSED
Shares0 from 278
Change-278 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-23
Quarry Hill Advisors, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$205.9K)
Filed 2026-11-04
Hedeker Wealth, LLC
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$146.1K)
Filed 2026-10-20
Midway Capital Research & Management
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$120.6K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$92.1K)
Filed 2026-10-29
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$61.5K)
Filed 2026-10-29
Founders Capital Management
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-13
Horizon Financial Services, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$10.5K)
Filed 2026-11-04
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.4M (+$603.4K)
Filed 2026-10-29
Central Bank of Brazil
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 87,920,842
Change-87,920,842 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 41,391,871
Change-41,391,871 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 39,828,525
Change-39,828,525 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 35,018,846
Change-35,018,846 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 24,670,794
Change-24,670,794 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 22,154,893
Change-22,154,893 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,535,841
Change-20,535,841 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 20,418,578
Change-20,418,578 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 20,051,540
Change-20,051,540 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 19,409,670
Change-19,409,670 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,676,489
Change-17,676,489 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,507,803
Change-15,507,803 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 15,414,622
Change-15,414,622 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 15,179,345
Change-15,179,345 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 14,782,609
Change-14,782,609 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 14,503,932
Change-14,503,932 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,800,876
Change-11,800,876 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,279,474
Change-9,279,474 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 8,269,900
Change-8,269,900 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 8,003,931
Change-8,003,931 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,224,629
Change-7,224,629 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 6,358,980
Change-6,358,980 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,009,148
Change-6,009,148 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,643,389
Change-5,643,389 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,571,768
Change-5,571,768 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 5,291,151
Change-5,291,151 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,794,502
Change-4,794,502 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 4,777,691
Change-4,777,691 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,755,509
Change-4,755,509 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,742,179
Change-4,742,179 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,652,450
Change-4,652,450 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 4,533,470
Change-4,533,470 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 4,334,448
Change-4,334,448 (-100%)
Value—
National Pension Service
N/A
Shares— from 4,119,355
Change-4,119,355 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 3,831,918
Change-3,831,918 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,653,598
Change-3,653,598 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 3,546,980
Change-3,546,980 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 3,431,700
Change-3,431,700 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,272,035
Change-3,272,035 (-100%)
Value—
Michael & Susan Dell Foundation
N/A
Shares— from 3,187,927
Change-3,187,927 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 3,002,286
Change-3,002,286 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,868,273
Change-2,868,273 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,831,023
Change-2,831,023 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,803,692
Change-2,803,692 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 2,703,730
Change-2,703,730 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 2,703,092
Change-2,703,092 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,690,124
Change-2,690,124 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 2,678,964
Change-2,678,964 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,567,736
Change-2,567,736 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,471,912
Change-2,471,912 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,471,229
Change-2,471,229 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,413,265
Change-2,413,265 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,401,692
Change-2,401,692 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,366,720
Change-2,366,720 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,320,347
Change-2,320,347 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,157,500
Change-2,157,500 (-100%)
Value—
UNC Management Company, Inc.
N/A
Shares— from 2,026,143
Change-2,026,143 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,013,013
Change-2,013,013 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,008,278
Change-2,008,278 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,915,267
Change-1,915,267 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 1,911,286
Change-1,911,286 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 1,871,854
Change-1,871,854 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 1,850,000
Change-1,850,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,840,976
Change-1,840,976 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,824,479
Change-1,824,479 (-100%)
Value—
Bank of Korea
N/A
Shares— from 1,752,811
Change-1,752,811 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 1,637,942
Change-1,637,942 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,615,654
Change-1,615,654 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,562,108
Change-1,562,108 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,541,045
Change-1,541,045 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,524,853
Change-1,524,853 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 1,522,846
Change-1,522,846 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,507,059
Change-1,507,059 (-100%)
Value—
Kedalion Capital Management LLP
N/A
Shares— from 1,492,000
Change-1,492,000 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,473,438
Change-1,473,438 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,447,093
Change-1,447,093 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1,413,000
Change-1,413,000 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 1,405,896
Change-1,405,896 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,367,395
Change-1,367,395 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 1,312,957
Change-1,312,957 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,297,944
Change-1,297,944 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 1,283,922
Change-1,283,922 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,283,781
Change-1,283,781 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,274,862
Change-1,274,862 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,267,369
Change-1,267,369 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,231,492
Change-1,231,492 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,224,077
Change-1,224,077 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,203,391
Change-1,203,391 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 1,202,676
Change-1,202,676 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,183,931
Change-1,183,931 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 1,180,000
Change-1,180,000 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,176,056
Change-1,176,056 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,115,544
Change-1,115,544 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 1,093,321
Change-1,093,321 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,091,958
Change-1,091,958 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,064,173
Change-1,064,173 (-100%)
Value—
Element Capital Management LLC
N/A
Shares— from 1,025,266
Change-1,025,266 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 959,161
Change-959,161 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 951,621
Change-951,621 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 938,059
Change-938,059 (-100%)
Value—
&partners
N/A
Shares— from 936,468
Change-936,468 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 933,551
Change-933,551 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 909,504
Change-909,504 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 903,149
Change-903,149 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 881,643
Change-881,643 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 859,858
Change-859,858 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 819,080
Change-819,080 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 813,104
Change-813,104 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 801,678
Change-801,678 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 752,076
Change-752,076 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 742,159
Change-742,159 (-100%)
Value—
FIL Ltd
N/A
Shares— from 737,601
Change-737,601 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 733,194
Change-733,194 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 729,647
Change-729,647 (-100%)
Value—
Conrad N. Hilton Foundation
N/A
Shares— from 727,217
Change-727,217 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 723,733
Change-723,733 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 723,246
Change-723,246 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 717,828
Change-717,828 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 710,479
Change-710,479 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 694,408
Change-694,408 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 684,738
Change-684,738 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 671,007
Change-671,007 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 659,358
Change-659,358 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 640,005
Change-640,005 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 632,974
Change-632,974 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 632,560
Change-632,560 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 625,211
Change-625,211 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 622,892
Change-622,892 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 597,470
Change-597,470 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 580,170
Change-580,170 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 576,529
Change-576,529 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 563,885
Change-563,885 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 558,235
Change-558,235 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 554,074
Change-554,074 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 548,973
Change-548,973 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 541,901
Change-541,901 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 530,459
Change-530,459 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 523,959
Change-523,959 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 517,971
Change-517,971 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 517,659
Change-517,659 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 513,402
Change-513,402 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 501,517
Change-501,517 (-100%)
Value—
State Street Corp
N/A
Shares— from 499,630
Change-499,630 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 490,520
Change-490,520 (-100%)
Value—
Blair William & Co
N/A
Shares— from 484,704
Change-484,704 (-100%)
Value—
Commerce Bank
N/A
Shares— from 476,427
Change-476,427 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 470,599
Change-470,599 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 445,526
Change-445,526 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 445,224
Change-445,224 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 434,087
Change-434,087 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 433,693
Change-433,693 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 433,690
Change-433,690 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 432,475
Change-432,475 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 431,993
Change-431,993 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 415,929
Change-415,929 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 415,571
Change-415,571 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 405,108
Change-405,108 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 401,381
Change-401,381 (-100%)
Value—
Agave Capital Management Ltd
N/A
Shares— from 398,000
Change-398,000 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 397,105
Change-397,105 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 396,510
Change-396,510 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 389,343
Change-389,343 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 387,692
Change-387,692 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 384,493
Change-384,493 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 371,938
Change-371,938 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 370,566
Change-370,566 (-100%)
Value—
Toews Corp
N/A
Shares— from 355,690
Change-355,690 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 353,499
Change-353,499 (-100%)
Value—
Prudential PLC
N/A
Shares— from 339,989
Change-339,989 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 334,967
Change-334,967 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 334,882
Change-334,882 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 334,327
Change-334,327 (-100%)
Value—
Endurance Services Ltd
N/A
Shares— from 332,601
Change-332,601 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 330,345
Change-330,345 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 326,000
Change-326,000 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 319,957
Change-319,957 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 311,155
Change-311,155 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 301,387
Change-301,387 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 300,496
Change-300,496 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 298,406
Change-298,406 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 295,817
Change-295,817 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 291,175
Change-291,175 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 281,564
Change-281,564 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 280,547
Change-280,547 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 276,102
Change-276,102 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 275,717
Change-275,717 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 270,046
Change-270,046 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 266,831
Change-266,831 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 266,000
Change-266,000 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 262,136
Change-262,136 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 258,581
Change-258,581 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 254,751
Change-254,751 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 254,571
Change-254,571 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 254,452
Change-254,452 (-100%)
Value—
Main Management Fund Advisors LLC
N/A
Shares— from 250,100
Change-250,100 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 249,853
Change-249,853 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 246,971
Change-246,971 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 233,420
Change-233,420 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 233,323
Change-233,323 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 229,676
Change-229,676 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 228,483
Change-228,483 (-100%)
Value—
Rptc Inc.
N/A
Shares— from 225,810
Change-225,810 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 224,946
Change-224,946 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 224,165
Change-224,165 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 220,668
Change-220,668 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 219,719
Change-219,719 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 215,810
Change-215,810 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 214,948
Change-214,948 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 212,091
Change-212,091 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 209,297
Change-209,297 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 209,128
Change-209,128 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 206,485
Change-206,485 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 205,875
Change-205,875 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 203,286
Change-203,286 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 202,449
Change-202,449 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 199,270
Change-199,270 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 199,252
Change-199,252 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 198,582
Change-198,582 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 196,358
Change-196,358 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 195,555
Change-195,555 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 194,787
Change-194,787 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 193,554
Change-193,554 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 192,974
Change-192,974 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 185,143
Change-185,143 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 183,906
Change-183,906 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 181,711
Change-181,711 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 179,593
Change-179,593 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 179,336
Change-179,336 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 179,288
Change-179,288 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 175,944
Change-175,944 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 175,396
Change-175,396 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 175,250
Change-175,250 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 174,996
Change-174,996 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 174,221
Change-174,221 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 174,000
Change-174,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 173,789
Change-173,789 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 168,826
Change-168,826 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 166,177
Change-166,177 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 163,739
Change-163,739 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 162,535
Change-162,535 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 160,808
Change-160,808 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 159,542
Change-159,542 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 156,263
Change-156,263 (-100%)
Value—
Allstate Corp
N/A
Shares— from 156,000
Change-156,000 (-100%)
Value—
Ironclad Investments LLC
N/A
Shares— from 153,639
Change-153,639 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 151,600
Change-151,600 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 151,365
Change-151,365 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 151,191
Change-151,191 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 144,905
Change-144,905 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 144,760
Change-144,760 (-100%)
Value—
Betterment LLC
N/A
Shares— from 144,753
Change-144,753 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 144,124
Change-144,124 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 142,937
Change-142,937 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 142,225
Change-142,225 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 141,287
Change-141,287 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 140,529
Change-140,529 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 139,445
Change-139,445 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 139,069
Change-139,069 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 136,281
Change-136,281 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 135,686
Change-135,686 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 135,052
Change-135,052 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 134,984
Change-134,984 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 134,978
Change-134,978 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 132,375
Change-132,375 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 131,439
Change-131,439 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 130,156
Change-130,156 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 129,349
Change-129,349 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 127,183
Change-127,183 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 127,022
Change-127,022 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 126,494
Change-126,494 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 126,391
Change-126,391 (-100%)
Value—
Missouri Education Pension Trust
N/A
Shares— from 124,141
Change-124,141 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 122,271
Change-122,271 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 122,102
Change-122,102 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 121,796
Change-121,796 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 121,498
Change-121,498 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 119,791
Change-119,791 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 119,723
Change-119,723 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 118,343
Change-118,343 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 117,802
Change-117,802 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 116,381
Change-116,381 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 115,530
Change-115,530 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 115,160
Change-115,160 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 113,454
Change-113,454 (-100%)
Value—
PJT Investments Corp.
N/A
Shares— from 113,296
Change-113,296 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 112,291
Change-112,291 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 112,156
Change-112,156 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 111,568
Change-111,568 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 111,015
Change-111,015 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 110,722
Change-110,722 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 110,359
Change-110,359 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 109,892
Change-109,892 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 108,944
Change-108,944 (-100%)
Value—
EWA, LLC
N/A
Shares— from 108,794
Change-108,794 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 108,582
Change-108,582 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 106,161
Change-106,161 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 105,677
Change-105,677 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 105,489
Change-105,489 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 104,089
Change-104,089 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 103,867
Change-103,867 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 102,340
Change-102,340 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 100,647
Change-100,647 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 98,618
Change-98,618 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 96,974
Change-96,974 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 96,552
Change-96,552 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 95,110
Change-95,110 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 94,016
Change-94,016 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 93,564
Change-93,564 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 93,087
Change-93,087 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 92,602
Change-92,602 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 91,907
Change-91,907 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 91,712
Change-91,712 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 91,398
Change-91,398 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 91,163
Change-91,163 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 91,033
Change-91,033 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 90,945
Change-90,945 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 90,479
Change-90,479 (-100%)
Value—
Rogco, LP
N/A
Shares— from 90,254
Change-90,254 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 89,755
Change-89,755 (-100%)
Value—
26North Partners LP
N/A
Shares— from 88,849
Change-88,849 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 88,651
Change-88,651 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 87,982
Change-87,982 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 87,796
Change-87,796 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 87,712
Change-87,712 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 87,516
Change-87,516 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 86,485
Change-86,485 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 86,008
Change-86,008 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 85,966
Change-85,966 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 85,882
Change-85,882 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 84,992
Change-84,992 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 84,605
Change-84,605 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 83,796
Change-83,796 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 83,512
Change-83,512 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 83,433
Change-83,433 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 82,768
Change-82,768 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 82,110
Change-82,110 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 82,033
Change-82,033 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 81,997
Change-81,997 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 81,527
Change-81,527 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 80,974
Change-80,974 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 80,729
Change-80,729 (-100%)
Value—
Invst, LLC
N/A
Shares— from 80,709
Change-80,709 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 80,591
Change-80,591 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 80,455
Change-80,455 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 80,323
Change-80,323 (-100%)
Value—
Shelter Ins Retirement Plan
N/A
Shares— from 80,061
Change-80,061 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 79,539
Change-79,539 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 79,120
Change-79,120 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 79,106
Change-79,106 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 77,752
Change-77,752 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 76,939
Change-76,939 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 76,636
Change-76,636 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 76,518
Change-76,518 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 75,606
Change-75,606 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 74,646
Change-74,646 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 73,702
Change-73,702 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 73,578
Change-73,578 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 73,512
Change-73,512 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 72,750
Change-72,750 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 72,611
Change-72,611 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 72,466
Change-72,466 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 72,314
Change-72,314 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 72,145
Change-72,145 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 72,024
Change-72,024 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 71,406
Change-71,406 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 71,121
Change-71,121 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 70,511
Change-70,511 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 69,314
Change-69,314 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 69,086
Change-69,086 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 69,045
Change-69,045 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 67,508
Change-67,508 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 67,160
Change-67,160 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 66,984
Change-66,984 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 66,099
Change-66,099 (-100%)
Value—
AMS Capital Ltda
N/A
Shares— from 65,702
Change-65,702 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 64,627
Change-64,627 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 64,086
Change-64,086 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 62,839
Change-62,839 (-100%)
Value—
Ames National Corp
N/A
Shares— from 62,673
Change-62,673 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 61,693
Change-61,693 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 61,329
Change-61,329 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 61,286
Change-61,286 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 60,816
Change-60,816 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 60,679
Change-60,679 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 59,995
Change-59,995 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 58,738
Change-58,738 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 58,707
Change-58,707 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 58,356
Change-58,356 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 57,573
Change-57,573 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 57,560
Change-57,560 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 57,462
Change-57,462 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 56,970
Change-56,970 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 56,689
Change-56,689 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 56,037
Change-56,037 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 55,963
Change-55,963 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 55,958
Change-55,958 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 55,827
Change-55,827 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 55,800
Change-55,800 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 55,728
Change-55,728 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 55,199
Change-55,199 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 54,870
Change-54,870 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 54,793
Change-54,793 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 54,793
Change-54,793 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 54,251
Change-54,251 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 54,068
Change-54,068 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 53,988
Change-53,988 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 53,356
Change-53,356 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 53,317
Change-53,317 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 53,310
Change-53,310 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 53,251
Change-53,251 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 52,932
Change-52,932 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 52,589
Change-52,589 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 52,451
Change-52,451 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 52,167
Change-52,167 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 51,895
Change-51,895 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 51,660
Change-51,660 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 50,917
Change-50,917 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 50,823
Change-50,823 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 50,248
Change-50,248 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 50,090
Change-50,090 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 49,781
Change-49,781 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 49,762
Change-49,762 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 49,031
Change-49,031 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 48,512
Change-48,512 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 48,512
Change-48,512 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 48,342
Change-48,342 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 48,165
Change-48,165 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 48,109
Change-48,109 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 47,706
Change-47,706 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 47,606
Change-47,606 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 47,247
Change-47,247 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 47,211
Change-47,211 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 47,060
Change-47,060 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 46,777
Change-46,777 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 46,264
Change-46,264 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 45,752
Change-45,752 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 45,690
Change-45,690 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 45,595
Change-45,595 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 45,543
Change-45,543 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 45,451
Change-45,451 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 45,363
Change-45,363 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 45,091
Change-45,091 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 44,954
Change-44,954 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 44,785
Change-44,785 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 44,495
Change-44,495 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 44,459
Change-44,459 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 44,434
Change-44,434 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 44,286
Change-44,286 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 44,109
Change-44,109 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 43,893
Change-43,893 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 43,782
Change-43,782 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 43,571
Change-43,571 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 43,407
Change-43,407 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 42,877
Change-42,877 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 42,611
Change-42,611 (-100%)
Value—
EQ LLC
N/A
Shares— from 42,556
Change-42,556 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 42,374
Change-42,374 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 42,265
Change-42,265 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 42,264
Change-42,264 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 42,201
Change-42,201 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 41,826
Change-41,826 (-100%)
Value—
Legacy Trust
N/A
Shares— from 41,688
Change-41,688 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 41,661
Change-41,661 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 41,363
Change-41,363 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 41,085
Change-41,085 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 41,055
Change-41,055 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 40,563
Change-40,563 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 39,892
Change-39,892 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 39,791
Change-39,791 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 39,635
Change-39,635 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 39,545
Change-39,545 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 39,462
Change-39,462 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 39,389
Change-39,389 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 39,385
Change-39,385 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 39,364
Change-39,364 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 39,256
Change-39,256 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 39,082
Change-39,082 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 38,885
Change-38,885 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 38,830
Change-38,830 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 38,598
Change-38,598 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 37,776
Change-37,776 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 37,516
Change-37,516 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 37,435
Change-37,435 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 37,139
Change-37,139 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 36,862
Change-36,862 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 36,658
Change-36,658 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 36,617
Change-36,617 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 36,527
Change-36,527 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 36,481
Change-36,481 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 36,368
Change-36,368 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 36,359
Change-36,359 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 35,960
Change-35,960 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 35,874
Change-35,874 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 35,828
Change-35,828 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 35,809
Change-35,809 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 35,740
Change-35,740 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 35,624
Change-35,624 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 35,555
Change-35,555 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 35,362
Change-35,362 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 35,233
Change-35,233 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 34,810
Change-34,810 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 34,306
Change-34,306 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 34,120
Change-34,120 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 33,654
Change-33,654 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 33,358
Change-33,358 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 33,016
Change-33,016 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 32,680
Change-32,680 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 32,477
Change-32,477 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 32,300
Change-32,300 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 32,248
Change-32,248 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 32,086
Change-32,086 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 32,068
Change-32,068 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 31,719
Change-31,719 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 31,623
Change-31,623 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 31,135
Change-31,135 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 30,967
Change-30,967 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 30,945
Change-30,945 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 30,944
Change-30,944 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 30,735
Change-30,735 (-100%)
Value—
Nwam LLC
N/A
Shares— from 30,634
Change-30,634 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 30,024
Change-30,024 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 29,882
Change-29,882 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 29,754
Change-29,754 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 29,712
Change-29,712 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 29,517
Change-29,517 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 29,342
Change-29,342 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 29,252
Change-29,252 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 28,956
Change-28,956 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 28,863
Change-28,863 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 28,840
Change-28,840 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 28,680
Change-28,680 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 28,418
Change-28,418 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 28,201
Change-28,201 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 28,056
Change-28,056 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 27,784
Change-27,784 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 27,668
Change-27,668 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 27,334
Change-27,334 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 26,800
Change-26,800 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 26,684
Change-26,684 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 26,614
Change-26,614 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 26,592
Change-26,592 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 26,540
Change-26,540 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 26,524
Change-26,524 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 26,475
Change-26,475 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 26,472
Change-26,472 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 26,331
Change-26,331 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 26,299
Change-26,299 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 26,239
Change-26,239 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 26,103
Change-26,103 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,004
Change-26,004 (-100%)
Value—
Stephens Inc
N/A
Shares— from 25,931
Change-25,931 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 25,895
Change-25,895 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 25,602
Change-25,602 (-100%)
Value—
Man Group plc
N/A
Shares— from 25,412
Change-25,412 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 25,287
Change-25,287 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 25,163
Change-25,163 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 25,045
Change-25,045 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 24,970
Change-24,970 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 24,935
Change-24,935 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 24,719
Change-24,719 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 24,607
Change-24,607 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 24,265
Change-24,265 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 24,055
Change-24,055 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 24,015
Change-24,015 (-100%)
Value—
Barclays PLC
N/A
Shares— from 24,006
Change-24,006 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 23,824
Change-23,824 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 23,769
Change-23,769 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 23,525
Change-23,525 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 23,501
Change-23,501 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 23,168
Change-23,168 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 23,100
Change-23,100 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 22,968
Change-22,968 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 22,921
Change-22,921 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 22,870
Change-22,870 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 22,717
Change-22,717 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 22,700
Change-22,700 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 22,630
Change-22,630 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 22,404
Change-22,404 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 22,254
Change-22,254 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 22,022
Change-22,022 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 22,010
Change-22,010 (-100%)
Value—
EFG International AG
N/A
Shares— from 22,006
Change-22,006 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 21,803
Change-21,803 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 21,572
Change-21,572 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 21,441
Change-21,441 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 21,423
Change-21,423 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 21,398
Change-21,398 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 21,288
Change-21,288 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 21,282
Change-21,282 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 21,253
Change-21,253 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 21,050
Change-21,050 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 21,012
Change-21,012 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 20,963
Change-20,963 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 20,944
Change-20,944 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 20,909
Change-20,909 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 20,905
Change-20,905 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 20,771
Change-20,771 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 20,759
Change-20,759 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 20,687
Change-20,687 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 20,523
Change-20,523 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 20,486
Change-20,486 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 20,474
Change-20,474 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 20,466
Change-20,466 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 20,079
Change-20,079 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 20,037
Change-20,037 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,032
Change-20,032 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 19,927
Change-19,927 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 19,799
Change-19,799 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 19,663
Change-19,663 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 19,492
Change-19,492 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 19,023
Change-19,023 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 18,980
Change-18,980 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 18,849
Change-18,849 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 18,794
Change-18,794 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 18,668
Change-18,668 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 18,645
Change-18,645 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 18,383
Change-18,383 (-100%)
Value—
Simmons Bank
N/A
Shares— from 18,311
Change-18,311 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 18,149
Change-18,149 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 17,985
Change-17,985 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 17,801
Change-17,801 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 17,631
Change-17,631 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 17,546
Change-17,546 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 17,438
Change-17,438 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 17,403
Change-17,403 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 17,227
Change-17,227 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 17,020
Change-17,020 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 16,956
Change-16,956 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 16,927
Change-16,927 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 16,922
Change-16,922 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 16,855
Change-16,855 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 16,775
Change-16,775 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 16,678
Change-16,678 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 16,650
Change-16,650 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 16,610
Change-16,610 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 16,475
Change-16,475 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 16,429
Change-16,429 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 16,116
Change-16,116 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 15,977
Change-15,977 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 15,939
Change-15,939 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 15,894
Change-15,894 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 15,805
Change-15,805 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 15,755
Change-15,755 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,697
Change-15,697 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 15,636
Change-15,636 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 15,601
Change-15,601 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 15,417
Change-15,417 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 15,340
Change-15,340 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 15,315
Change-15,315 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 15,279
Change-15,279 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 15,192
Change-15,192 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 15,186
Change-15,186 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 14,901
Change-14,901 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 14,840
Change-14,840 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 14,775
Change-14,775 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 14,771
Change-14,771 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 14,750
Change-14,750 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 14,742
Change-14,742 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 14,723
Change-14,723 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 14,614
Change-14,614 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 14,572
Change-14,572 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 14,560
Change-14,560 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 14,466
Change-14,466 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 14,341
Change-14,341 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 14,325
Change-14,325 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 14,199
Change-14,199 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 14,153
Change-14,153 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 14,117
Change-14,117 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 14,114
Change-14,114 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 14,094
Change-14,094 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 14,017
Change-14,017 (-100%)
Value—
Nepc LLC
N/A
Shares— from 13,913
Change-13,913 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 13,877
Change-13,877 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 13,835
Change-13,835 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 13,778
Change-13,778 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 13,732
Change-13,732 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 13,720
Change-13,720 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 13,672
Change-13,672 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 13,557
Change-13,557 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 13,355
Change-13,355 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 13,214
Change-13,214 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 13,185
Change-13,185 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 13,157
Change-13,157 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 13,076
Change-13,076 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 12,935
Change-12,935 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 12,903
Change-12,903 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 12,735
Change-12,735 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 12,717
Change-12,717 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 12,717
Change-12,717 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 12,704
Change-12,704 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 12,524
Change-12,524 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 12,477
Change-12,477 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 12,443
Change-12,443 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 12,425
Change-12,425 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 12,392
Change-12,392 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 12,359
Change-12,359 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 12,340
Change-12,340 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 12,336
Change-12,336 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 12,199
Change-12,199 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 12,109
Change-12,109 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 12,002
Change-12,002 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 11,927
Change-11,927 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,819
Change-11,819 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 11,718
Change-11,718 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 11,714
Change-11,714 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 11,673
Change-11,673 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 11,656
Change-11,656 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 11,445
Change-11,445 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 11,439
Change-11,439 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 11,365
Change-11,365 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 11,007
Change-11,007 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 10,992
Change-10,992 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 10,952
Change-10,952 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 10,735
Change-10,735 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 10,722
Change-10,722 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 10,706
Change-10,706 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 10,689
Change-10,689 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 10,566
Change-10,566 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 10,494
Change-10,494 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 10,383
Change-10,383 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 10,374
Change-10,374 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 10,333
Change-10,333 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 10,326
Change-10,326 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 10,252
Change-10,252 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 10,241
Change-10,241 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 10,216
Change-10,216 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 10,195
Change-10,195 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 10,022
Change-10,022 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 9,967
Change-9,967 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 9,956
Change-9,956 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 9,880
Change-9,880 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,838
Change-9,838 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 9,751
Change-9,751 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 9,695
Change-9,695 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 9,628
Change-9,628 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 9,624
Change-9,624 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 9,575
Change-9,575 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 9,525
Change-9,525 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 9,508
Change-9,508 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 9,431
Change-9,431 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 9,328
Change-9,328 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 9,229
Change-9,229 (-100%)
Value—
Power Alpha Investment Ltd
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,134
Change-9,134 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 9,102
Change-9,102 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 8,930
Change-8,930 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 8,914
Change-8,914 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
American Trust
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 8,849
Change-8,849 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 8,816
Change-8,816 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 8,773
Change-8,773 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 8,589
Change-8,589 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 8,490
Change-8,490 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 8,435
Change-8,435 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 8,345
Change-8,345 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 8,213
Change-8,213 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 8,173
Change-8,173 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 8,152
Change-8,152 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 8,078
Change-8,078 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 8,068
Change-8,068 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,777
Change-7,777 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 7,646
Change-7,646 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 7,636
Change-7,636 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 7,630
Change-7,630 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 7,564
Change-7,564 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 7,431
Change-7,431 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 7,391
Change-7,391 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 7,310
Change-7,310 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 7,204
Change-7,204 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 7,189
Change-7,189 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 7,166
Change-7,166 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 7,083
Change-7,083 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 7,019
Change-7,019 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 6,981
Change-6,981 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 6,953
Change-6,953 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 6,913
Change-6,913 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 6,907
Change-6,907 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 6,811
Change-6,811 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 6,669
Change-6,669 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 6,645
Change-6,645 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 6,556
Change-6,556 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 6,548
Change-6,548 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 6,405
Change-6,405 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 6,402
Change-6,402 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 6,399
Change-6,399 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,229
Change-6,229 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 6,178
Change-6,178 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 6,149
Change-6,149 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 6,136
Change-6,136 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 6,003
Change-6,003 (-100%)
Value—
CIM, LLC
N/A
Shares— from 6,003
Change-6,003 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,994
Change-5,994 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 5,938
Change-5,938 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 5,921
Change-5,921 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 5,861
Change-5,861 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,732
Change-5,732 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 5,569
Change-5,569 (-100%)
Value—
Motco
N/A
Shares— from 5,527
Change-5,527 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 5,480
Change-5,480 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 5,458
Change-5,458 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 5,249
Change-5,249 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 5,092
Change-5,092 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 4,923
Change-4,923 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,876
Change-4,876 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,820
Change-4,820 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,794
Change-4,794 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 4,770
Change-4,770 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 4,722
Change-4,722 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 4,697
Change-4,697 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,598
Change-4,598 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 4,570
Change-4,570 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 4,557
Change-4,557 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 4,471
Change-4,471 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 4,455
Change-4,455 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 4,407
Change-4,407 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 4,361
Change-4,361 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,099
Change-4,099 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 3,993
Change-3,993 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Centennial Bank
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 3,598
Change-3,598 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,574
Change-3,574 (-100%)
Value—
Bank OZK
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
BNP Paribas
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,986
Change-2,986 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,958
Change-2,958 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
Bank of Marin
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
S&T Bank
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 2,292
Change-2,292 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
10Elms LLP
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Fiduciary Management Inc
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
United Bank
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 997
Change-997 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 985
Change-985 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 979
Change-979 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 970
Change-970 (-100%)
Value—
Heritage Wealth Management, Inc. s
N/A
Shares— from 963
Change-963 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
United Bank
N/A
Shares— from 960
Change-960 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 952
Change-952 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 940
Change-940 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 926
Change-926 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 926
Change-926 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 915
Change-915 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 913
Change-913 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 896
Change-896 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 892
Change-892 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 862
Change-862 (-100%)
Value—
Collier Financial
N/A
Shares— from 862
Change-862 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 854
Change-854 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Seal Cove Capital, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 836
Change-836 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 829
Change-829 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 824
Change-824 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 822
Change-822 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 821
Change-821 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 811
Change-811 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 805
Change-805 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 779
Change-779 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 779
Change-779 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 771
Change-771 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 768
Change-768 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 767
Change-767 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 760
Change-760 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 759
Change-759 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 720
Change-720 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 720
Change-720 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 715
Change-715 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 713
Change-713 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 703
Change-703 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 686
Change-686 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 683
Change-683 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 666
Change-666 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 663
Change-663 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 663
Change-663 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 654
Change-654 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 618
Change-618 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 612
Change-612 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 600
Change-600 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 600
Change-600 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 588
Change-588 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 587
Change-587 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 571
Change-571 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 570
Change-570 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 566
Change-566 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 549
Change-549 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
AG Asset Advisory, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 521
Change-521 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 518
Change-518 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 510
Change-510 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 504
Change-504 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 502
Change-502 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 500
Change-500 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 500
Change-500 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 498
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Value—
Steadtrust LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 498
Change-498 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 498
Change-498 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 484
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Value—
Zevin Asset Management LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 482
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Value—
Field & Main Bank
N/A
Shares— from 475
Change-475 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 470
Change-470 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 461
Change-461 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 452
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Value—
Financial Alternatives, Inc
N/A
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Change-450 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 447
Change-447 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 445
Change-445 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 443
Change-443 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 436
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Value—
Avenir Corp
N/A
Shares— from 436
Change-436 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
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Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 432
Change-432 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 428
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Value—
Main Management LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 427
Change-427 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 426
Change-426 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 424
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Value—
KKM Financial LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 418
Change-418 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 415
Change-415 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 412
Change-412 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 406
Change-406 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 405
Change-405 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 405
Change-405 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 394
Change-394 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 379
Change-379 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 372
Change-372 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 368
Change-368 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 368
Change-368 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 365
Change-365 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 362
Change-362 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 355
Change-355 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 349
Change-349 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 346
Change-346 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 329
Change-329 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 321
Change-321 (-100%)
Value—
Chai Trust Co LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Dock Street Asset Management Inc
N/A
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Value—
360 Financial, Inc.
N/A
Shares— from 315
Change-315 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
PCB Capital LLC
N/A
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Value—
V2 Financial group LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 299
Change-299 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 298
Change-298 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 291
Change-291 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 287
Change-287 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 287
Change-287 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 284
Change-284 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 283
Change-283 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 280
Change-280 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 272
Change-272 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 262
Change-262 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 253
Change-253 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 237
Change-237 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 235
Change-235 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 198
Change-198 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 195
Change-195 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 165
Change-165 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 146
Change-146 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 140
Change-140 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 94
Change-94 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 73
Change-73 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 68
Change-68 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 31
Change-31 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 0
Change0
Value—
Ogorek Anthony Joseph
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
INCREASED25,136,73724,609,695+527,042+2%$18.4B$19.3B+$821.0M2026-11-02
Nisa Investment Advisors, LLC
INCREASED21,395,67418,254,441+3,141,233+17%$13.7B$16.4B+$2.7B2026-10-20
Bank of New York Mellon Corp
DECREASED13,500,39513,633,768-133,373-1%$10.2B$10.3B+$129.1M2026-11-05
First Command Advisory Services, Inc.
INCREASED9,037,1028,712,032+325,070+4%$6.5B$6.9B+$396.7M2026-11-05
Truist Financial Corp
DECREASED6,910,9037,147,705-236,802-3%$5.4B$5.3B-$60.1M2026-10-30
US Bancorp \de\
INCREASED6,698,8086,582,164+116,644+2%$4.9B$5.1B+$200.5M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED5,062,8584,791,453+271,405+6%$3.6B$3.9B+$302.3M2026-10-13
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED3,581,8473,581,84700%$2.7B$2.7B+$60.7M2026-10-28
Asset Management One Co., Ltd.
INCREASED3,263,0413,253,020+10,021+0%$2.4B$2.5B+$62.8M2026-10-27
Keybank National Association
DECREASED3,170,7283,201,466-30,738-1%$2.4B$2.4B+$30.8M2026-11-04
Fifth Third Bancorp
DECREASED3,028,8253,236,397-207,572-6%$2.4B$2.3B-$104.1M2026-11-05
Commonwealth Equity Services, LLC
DECREASED2,596,7992,667,178-70,379-3%$2.0B$2.0B-$8.7M2026-11-02
AIA Group Ltd
DECREASED2,290,1202,662,573-372,453-14%$2.0B$1.8B-$240.1M2026-10-30
Principal Financial Group Inc
DECREASED2,140,8422,423,361-282,519-12%$1.8B$1.6B-$175.3M2026-11-02
Park Avenue Securities LLC
INCREASED1,864,2981,853,765+10,533+1%$1.4B$1.4M-$1.4B2026-10-26
Barings LLC
INCREASED1,797,8681,744,190+53,678+3%$1.3B$1.4B+$73.7M2026-10-22
Adventist Health System Sunbelt Healthcare Corp
INCREASED1,501,7851,205,528+296,257+25%$902.8M$1.2B+$247.3M2026-11-02
Fund Evaluation Group, LLC
INCREASED1,458,0811,456,901+1,180+0%$1.1B$1.1B+$25.6M2026-11-05
Greenleaf Trust
DECREASED1,291,7691,344,843-53,074-4%$1.0B$989.3M-$17.8M2026-10-29
Nationwide Fund Advisors
DECREASED1,287,7391,361,434-73,695-5%$1.0B$986.2M-$33.3M2026-10-28
Regions Financial Corp
DECREASED1,201,0711,208,439-7,368-1%$905.0M$919.8M+$14.9M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED1,149,9101,158,646-8,736-1%$867.7M$880.7K-$866.8M2026-11-02
Parallel Advisors, LLC
INCREASED1,105,7941,080,659+25,135+2%$809.3M$846.9M+$37.6M2026-11-03
Japan Science & Technology Agency
INCREASED1,055,965847,800+208,165+25%$634.9M$808.7M+$173.8M2026-10-16
Thrivent Financial for Lutherans
INCREASED1,028,822980,103+48,719+5%$733.5M$789.0M+$55.4M2026-11-05
Simplify Asset Management Inc.
DECREASED1,018,5921,042,652-24,060-2%$780.8M$780.1M-$743.0K2026-10-27
Alaska Permanent Fund Corp
DECREASED1,001,9501,321,665-319,715-24%$989.8M$767.3M-$222.4M2026-10-21
Farther Finance Advisors, LLC
INCREASED947,354913,970+33,384+4%$684.4M$725.5M+$41.1M2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED927,514945,895-18,381-2%$708.4M$710.3M+$2.0M2026-10-20
Kestra Advisory Services, LLC
INCREASED889,687773,614+116,073+15%$579.4M$681.4M+$102.0M2026-11-02
Aspiriant, LLC
INCREASED886,379860,648+25,731+3%$644.5M$678.8M+$34.3M2026-10-16
MKP Capital Management, L.L.C.
DECREASED828,3761,179,376-351,000-30%$883.2M$634.4M-$248.8M2026-11-04
Assetmark, Inc
INCREASED780,407750,257+30,150+4%$561.9M$597.7M+$35.8M2026-10-21
WealthNavi Inc.
INCREASED772,596702,867+69,729+10%$526.4M$591.7K-$525.8M2026-10-27
P/E Global LLC
DECREASED740,494749,698-9,204-1%$561.4M$567.1M+$5.7M2026-10-29
Matson Money. Inc.
UNCHANGED740,390740,39000%$554.5M$567.0M+$12.6M2026-10-23
Daiwa Securities Group Inc.
INCREASED694,681364,060+330,621+91%$272.6M$532.0M+$259.4M2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED694,158700,246-6,088-1%$524.4M$531.6M+$7.2M2026-10-08
Orgel Wealth Management, LLC
INCREASED671,431646,536+24,895+4%$484.2M$514.2M+$30.0M2026-10-14
Cahaba Wealth Management, Inc.
INCREASED665,130660,622+4,508+1%$494.7M$509.4M+$14.7M2026-10-26
JB Capital LLC
INCREASED662,060656,924+5,136+1%$492.0M$507.0M+$15.1M2026-10-19
Meitav Investment House LTD
INCREASED655,054543,750+111,304+20%$407.2M$501.7M+$94.5M2026-10-28
CKW Financial Group
INCREASED634,396629,862+4,534+1%$471.8M$486.8K-$471.3M2026-10-29
Constellation Investments, Inc.
DECREASED625,0861,260,209-635,123-50%$943.8M$478.7M-$465.0M2026-10-28
TBH Global Asset Management, LLC
INCREASED619,34740,073+579,274+1446%$30.0M$85.8M+$55.8M2026-11-03
Genworth Financial Inc
UNCHANGED601,470601,47000%$450.4M$460.6M+$10.2M2026-10-21
Legacy Wealth Management, LLC
INCREASED572,157564,713+7,444+1%$422.9M$438.2M+$15.3M2026-10-22
OP Asset Management Ltd
INCREASED570,835570,093+742+0%$426.9M$437.2M+$10.2M2026-11-05
Midland Wealth Advisors, LLC
DECREASED545,046554,879-9,833-2%$415.5M$417.4M+$1.9M2026-10-26
GR Financial Group, LLC
INCREASED542,049538,536+3,513+1%$403.3M$415.1M+$11.8M2026-10-27
Klingman & Associates, LLC
INCREASED538,277530,731+7,546+1%$397.5M$412.2M+$14.8M2026-10-20
Sigma Investment Counselors Inc
INCREASED533,533530,151+3,382+1%$397.0M$408.6M+$11.6M2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED516,013511,496+4,517+1%$383.1M$395.2M+$12.1M2026-10-22
Crestwood Advisors Group, LLC
INCREASED504,774475,264+29,510+6%$355.9M$386.6M+$30.7M2026-10-27
Soundwatch Capital LLC
DECREASED497,443524,081-26,638-5%$392.5M$383.1M-$9.3M2026-11-04
Halbert Hargrove Global Advisors, LLC
DECREASED490,079492,680-2,601-1%$369.0M$375.3M+$6.4M2026-10-16
Traphagen Investment Advisors LLC
INCREASED485,404482,471+2,933+1%$361.3M$371.7M+$10.4M2026-10-14
Teramo Advisors, LLC
INCREASED460,000360,000+100,000+28%$269.6M$352.3M+$82.7M2026-10-16
Ritholtz Wealth Management
DECREASED456,467475,333-18,866-4%$356.0M$349.6M-$6.4M2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED453,139397,724+55,415+14%$297.9M$347.7M+$49.8M2026-11-04
BSN Capital Partners Ltd
INCREASED445,003400,032+44,971+11%$297.7M$343.0M+$45.3M2026-10-23
Fragasso Financial Advisors Inc
INCREASED430,546426,551+3,995+1%$319.4M$336.7M+$17.2M2026-10-13
Atria Investments, Inc
INCREASED429,001423,685+5,316+1%$317.3M$328.6M+$11.3M2026-10-15
Apollon Wealth Management, LLC
INCREASED413,392385,273+28,119+7%$288.5M$316.6M+$28.1M2026-10-23
Citizens Financial Group Inc
DECREASED410,437443,357-32,920-7%$332.0M$314.3M-$17.7M2026-10-23
Lido Advisors, LLC
INCREASED400,693374,926+25,767+7%$280.8M$306.9M+$26.1M2026-11-04
Farmers & Merchants Investments Inc
INCREASED392,437390,589+1,848+0%$292.5M$300.5M+$8.0M2026-10-22
Concurrent Investment Advisors, LLC
INCREASED384,008199,808+184,200+92%$149.6M$294.1M+$144.5M2026-10-16
Bank of Finland
DECREASED380,526524,956-144,430-28%$393.1M$291.4M-$101.7M2026-10-07
Steele Capital Management, Inc.
DECREASED376,352377,597-1,2450%$282.8M$288.2M+$5.5M2026-11-02
Sagespring Wealth Partners, LLC
INCREASED370,008361,188+8,820+2%$270.5M$283.4M+$12.9M2026-10-22
First Hawaiian Bank
DECREASED353,741360,377-6,636-2%$269.9M$270.9M+$1.0M2026-10-14
Heck Capital Advisors, LLC
DECREASED346,875362,101-15,226-4%$271.2M$265.7M-$5.5M2026-10-14
Sofi Wealth, LLC
INCREASED340,530338,161+2,369+1%$253.2M$260.8M+$7.5M2026-10-27
Valeo Financial Advisors, LLC
INCREASED337,847328,514+9,333+3%$182.9M$194.2M+$11.3M2026-10-08
Ashford Advisors, LLC
DECREASED334,181341,964-7,783-2%$256.1M$255.9M-$160.4K2026-11-02
Element Pointe Advisors, LLC
INCREASED326,863313,184+13,679+4%$234.5M$250.3M+$15.8M2026-10-21
Vantagepoint Investment Advisers LLC
DECREASED326,056330,724-4,668-1%$247.7M$249.7M+$2.0M2026-10-26
Legacy Private Trust Co.
DECREASED323,682326,335-2,653-1%$244.4M$247.9M+$3.5M2026-10-06
TFC Financial Management, Inc.
DECREASED319,490325,201-5,711-2%$243.5M$244.7M+$1.1M2026-10-26
Armstrong Advisory Group, Inc
INCREASED319,321304,339+14,982+5%$227.9M$244.6M+$16.6M2026-10-09
Form Wealth Advisors, LLC
DECREASED318,952330,048-11,096-3%$247.2M$244.3M-$2.9M2026-10-13
Taiyo Life Insurance Co
UNCHANGED315,475315,47500%$236.3M$241.6K-$236.0M2026-10-20
BLB&B Advisors, LLC
INCREASED314,820302,996+11,824+4%$226.9M$241.1M+$14.2M2026-10-27
Glenview Trust Co
DECREASED312,496313,435-9390%$234.7M$239.3M+$4.6M2026-10-28
RKL Wealth Management LLC
DECREASED310,042316,312-6,270-2%$236.9M$237.4M+$563.2K2026-10-16
Tarbox Family Office, Inc.
DECREASED309,392310,326-9340%$232.4M$236.9M+$4.5M2026-10-23
Gryphon Financial Partners LLC
INCREASED305,230303,755+1,475+0%$227.5M$233.8M+$6.3M2026-11-04
Citigroup Inc
INCREASED292,057113,409+178,648+158%$84.9M$223.7M+$138.7M2026-11-04
Goelzer Investment Management, Inc.
INCREASED291,648274,215+17,433+6%$205.4M$223.4M+$18.0M2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED291,059293,062-2,003-1%$219.5M$222.9M+$3.4M2026-11-05
DT Investment Partners, LLC
INCREASED288,427287,172+1,255+0%$215.1M$220.9M+$5.8M2026-10-27
First Citizens Bank & Trust Co
DECREASED287,714292,212-4,498-2%$218.8M$220.3M+$1.5M2026-10-14
Sigma Planning Corp
DECREASED282,527282,773-2460%$211.8M$216.1M+$4.4M2026-10-23
True Link Financial Advisors, LLC
DECREASED281,756282,065-3090%$211.2M$215.8M+$4.5M2026-10-27
Choreo, LLC
INCREASED274,791132,103+142,688+108%$98.9M$210.5M+$111.5M2026-10-28
Linscomb Wealth, Inc.
DECREASED273,453280,720-7,267-3%$210.2M$209.4M-$804.5K2026-11-05
Mirae Asset Global Investments Co., Ltd.
DECREASED271,201336,655-65,454-19%$252.1M$207.7M-$44.4M2026-11-03
Lee Financial Co
INCREASED270,957268,900+2,057+1%$201.4M$207.5M+$6.1M2026-10-16
Ullmann Wealth Partners Group, LLC
DECREASED264,721269,865-5,144-2%$202.1M$202.7M+$637.4K2026-11-02
Calamos Wealth Management LLC
INCREASED259,998254,836+5,162+2%$190.8M$199.1M+$8.3M2026-11-02
Quadrant Capital Group LLC
INCREASED259,201258,614+587+0%$193.7M$202.6M+$8.9M2026-10-20
Grimes & Co Wealth Management, LLC
DECREASED257,186258,792-1,606-1%$193.8M$197.0M+$3.2M2026-10-29
Fulton Breakefield Broenniman LLC
INCREASED251,479230,377+21,102+9%$172.5M$192.6M+$20.1M2026-11-03
Leverty Financial Group, LLC
DECREASED250,359258,159-7,800-3%$193.3M$191.7M-$1.6M2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED248,427246,977+1,450+1%$185.0M$190.3M+$5.3M2026-11-05
Vise Technologies, Inc.
INCREASED246,576172,579+73,997+43%$129.2M$188.8M+$59.6M2026-10-29
Montag A & Associates Inc
DECREASED243,858246,507-2,649-1%$184.6M$186.8M+$2.2M2026-10-29
HB Wealth Management, LLC
INCREASED237,234220,501+16,733+8%$165.1M$181.7M+$16.6M2026-10-23
Modera Wealth Management, LLC
DECREASED236,745239,848-3,103-1%$179.6M$181.3M+$1.7M2026-10-28
Resonant Capital Advisors, LLC
DECREASED234,989235,812-8230%$176.6M$180.0M+$3.4M2026-10-15
Eastern Bank
INCREASED233,220217,993+15,227+7%$163.3M$178.6M+$15.4M2026-10-05
Daido Life Insurance Co
DECREASED231,584299,416-67,832-23%$224.2M$177.4M-$46.9M2026-11-05
JGP Wealth Management, LLC
INCREASED229,441214,133+15,308+7%$160.4M$175.7M+$15.4M2026-10-13
Orrstown Financial Services Inc
DECREASED229,140232,565-3,425-1%$174.2M$175.5M+$1.3M2026-10-14
Financial Synergies Wealth Advisors, Inc.
INCREASED229,119227,842+1,277+1%$170.6M$175.5M+$4.8M2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED228,354217,143+11,211+5%$162.6M$174.9M+$12.3M2026-11-04
Spire Wealth Management
DECREASED227,468231,914-4,446-2%$173.7M$174.2M+$512.0K2026-10-30
Brookstone Capital Management
DECREASED226,975233,815-6,840-3%$175.1M$173.8M-$1.3M2026-10-22
Single Point Partners, LLC
INCREASED223,572222,628+944+0%$166.7M$171.2M+$4.5M2026-10-19
Bangor Savings Bank
DECREASED222,871250,986-28,115-11%$188.0M$170.7M-$17.3M2026-10-06
Ferguson Wellman Capital Management, Inc
INCREASED221,720219,648+2,072+1%$164.5M$169.8M+$5.3M2026-10-05
PKO Investment Management Joint-Stock Co
INCREASED219,504208,689+10,815+5%$156.3M$168.1M+$11.8M2026-10-19
Home Federal Bank of Tennessee
DECREASED219,175221,268-2,093-1%$165.7M$167.9M+$2.1M2026-10-15
Narwhal Capital Management
INCREASED212,639212,038+601+0%$158.8M$162.8M+$4.1M2026-11-04
Stairway Partners, LLC
INCREASED212,083206,666+5,417+3%$154.8M$162.4M+$7.7M2026-10-02
First Interstate Bank
DECREASED209,065213,448-4,383-2%$159.8M$160.1M+$263.4K2026-10-23
Sumitomo Mitsui Trust Group, Inc.
DECREASED206,913273,030-66,117-24%$204.5M$158.5M-$46.0M2026-10-29
Counterpoint Mutual Funds LLC
UNCHANGED205,717205,71700%$154.1M$157.5M+$3.5M2026-10-16
Fort Washington Investment Advisors Inc
DECREASED205,144547,391-342,247-63%$409.9M$157.1M-$252.8M2026-10-15
Rezny Wealth Management, Inc.
DECREASED204,607205,661-1,054-1%$154.0M$156.7M+$2.7M2026-10-15
Valley Forge Investment Consultants Inc ADV
INCREASED203,365188,749+14,616+8%$141.4M$155.7M+$14.4M2026-11-03
MacKenzie Financial Corp
DECREASED203,229210,708-7,479-4%$157.8M$155.6M-$2.2M2026-11-02
Alternative Investment Advisors, Llc.
DECREASED201,386204,888-3,502-2%$153.4M$154.2M+$795.7K2026-11-03
Phillips Financial Management, LLC
DECREASED201,088201,998-9100%$151.3M$154.0M+$2.7M2026-10-19
Summit Financial Strategies, Inc.
INCREASED199,941180,782+19,159+11%$135.4M$153.1M+$17.7M2026-10-14
Winthrop Advisory Group LLC
INCREASED199,800197,805+1,995+1%$148.1M$153.0M+$4.9M2026-10-22
Jnba Financial Advisors
DECREASED197,736232,149-34,413-15%$173.9M$151.4M-$22.4M2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED196,381191,514+4,867+3%$143.4M$150.4M+$7.0M2026-10-13
D.A. Davidson & Co.
INCREASED189,312182,675+6,637+4%$136.8M$145.0M+$8.2M2026-10-28
Cardinal Strategic Wealth Guidance
INCREASED188,629183,116+5,513+3%$137.1M$144.5M+$7.3M2026-11-02
Integrity Alliance, Llc.
DECREASED183,740186,235-2,495-1%$139.5M$140.7M+$1.2M2026-10-29
Capital Investment Advisors, LLC
DECREASED182,264185,066-2,802-2%$138.6M$139.6M+$993.2K2026-10-22
TCP Asset Management, LLC
INCREASED180,777178,510+2,267+1%$133.7M$139.8M+$6.1M2026-10-14
Financial Advisory Corp
DECREASED177,958178,067-1090%$133.4M$136.3M+$2.9M2026-10-14
Alps Advisors Inc
DECREASED175,399188,524-13,125-7%$141.2M$134.3M-$6.9M2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED174,406171,795+2,611+2%$128.7M$133.6M+$4.9M2026-10-16
St. Clair Advisors, LLC
INCREASED172,567171,431+1,136+1%$128.4M$132.2M+$3.8M2026-10-13
Bernardo Wealth Planning LLC
INCREASED170,06287,118+82,944+95%$65.2M$130.2M+$65.0M2026-10-23
Abundance Wealth Counselors
DECREASED169,911174,623-4,712-3%$130.8M$130.1M-$649.3K2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED168,453167,801+652+0%$125.7M$129.0M+$3.3M2026-11-04
Sharkey, Howes & Javer
INCREASED167,259165,780+1,479+1%$124.2M$128.1M+$3.9M2026-10-22
Kapitalo Investimentos Ltda
DECREASED165,507208,479-42,972-21%$156.1M$126.8M-$29.4M2026-10-20
StoneX Group Inc.
INCREASED165,285157,700+7,585+5%$118.1M$126.6M+$8.5M2026-11-03
Diversify Advisory Services, LLC
INCREASED165,212128,359+36,853+29%$95.3M$128.1M+$32.8M2026-10-20
Diversify Wealth Management, LLC
INCREASED165,212128,359+36,853+29%$95.3M$128.1M+$32.8M2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED164,719162,845+1,874+1%$122.0M$126.2M+$4.2M2026-10-16
Proathlete Wealth Management LLC
INCREASED163,426153,501+9,925+6%$115.0M$125.2M+$10.2M2026-10-15
Integrated Advisors Network LLC
INCREASED163,139157,389+5,750+4%$117.9M$124.9M+$7.1M2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED160,922165,195-4,273-3%$123.7M$123.2M-$470.6K2026-10-13
Perigon Wealth Management, LLC
DECREASED160,520168,683-8,163-5%$126.3M$122.9M-$3.4M2026-10-22
Swmg, LLC
INCREASED159,464151,003+8,461+6%$114.0M$122.4M+$8.3M2026-10-23
PDS Planning, Inc
INCREASED159,193157,386+1,807+1%$117.9M$121.9M+$4.1M2026-11-03
Amtrust Financial Services, Inc.
UNCHANGED158,000158,00000%$118.3M$121.0M+$2.7M2026-10-19
AdvisorNet Financial, Inc
INCREASED155,990149,520+6,470+4%$112.0M$120.6M+$8.6M2026-10-15
3Edge Asset Management, LP
DECREASED155,670159,686-4,016-3%$119.6M$119.2M-$367.1K2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED155,092153,582+1,510+1%$115.0M$118.8M+$3.8M2026-10-23
Wealth Group Ltd
DECREASED153,570156,518-2,948-2%$117.2M$118.7M+$1.5M2026-10-07
RTD Financial Advisors, Inc.
INCREASED153,036151,738+1,298+1%$113.6M$117.2M+$3.6M2026-10-09
WealthPlan Investment Management, LLC
INCREASED152,835149,301+3,534+2%$111.8M$117.0M+$5.2M2026-10-15
Unique Wealth, LLC
INCREASED152,811151,429+1,382+1%$113.4M$117.0M+$3.6M2026-10-16
Trilogy Capital Inc.
INCREASED152,337150,835+1,502+1%$113.0M$116.7M+$3.7M2026-10-20
Genoa Capital Gestora de Recursos Ltda.
INCREASED151,500121,200+30,300+25%$90.8M$116.0M+$25.3M2026-10-20
Bull Oak Capital, LLC
INCREASED149,357144,614+4,743+3%$108.3M$114.4M+$6.1M2026-10-23
Tectonic Advisors LLC
INCREASED149,104143,909+5,195+4%$107.8M$114.2M+$6.4M2026-10-22
Stone House Investment Management, LLC
INCREASED147,012139,300+7,712+6%$104.3M$112.6M+$8.3M2026-10-23
Bryant Woods Investment Advisors, LLC
INCREASED146,541134,386+12,155+9%$100.6M$112.2M+$11.6M2026-10-26
Grant Street Asset Management, Inc.
INCREASED146,504144,976+1,528+1%$108.6M$112.2M+$3.6M2026-10-26
Simon Quick Advisors, LLC
INCREASED146,374136,664+9,710+7%$102.3M$112.1M+$9.8M2026-10-26
Accredited Investors Inc.
INCREASED146,088138,176+7,912+6%$103.5M$111.9M+$8.4M2026-11-03
Arcataur Capital Management LLC
DECREASED145,438146,111-6730%$109.4M$111.4M+$2.0M2026-10-21
Bricktown Capital, LLC
DECREASED145,140156,845-11,705-7%$117.5M$111.2M-$6.3M2026-10-13
Waterway Wealth Management, LLC
DECREASED144,187144,727-5400%$54.9M$56.6M+$1.6M2026-10-28
Pinnacle Associates LTD
INCREASED143,389142,460+929+1%$106.7M$109.8M+$3.1M2026-10-20
Physician Wealth Advisors, Inc.
INCREASED143,182137,564+5,618+4%$103.0M$109.7M+$6.6M2026-10-20
Buck Wealth Strategies, LLC
INCREASED141,467131,827+9,640+7%$98.7M$108.3M+$9.6M2026-10-28
SteelPeak Wealth, LLC
DECREASED141,253150,012-8,759-6%$112.3M$108.2M-$4.2M2026-10-16
Gray Private Wealth, LLC
INCREASED140,739139,376+1,363+1%$104.4M$107.8M+$3.4M2026-10-28
Old National Bancorp
DECREASED140,232142,095-1,863-1%$106.4M$107.4M+$983.2K2026-10-20
Financial Partners Group, Inc
INCREASED138,545127,920+10,625+8%$95.8M$106.1M+$10.3M2026-10-19
Asio Capital, LLC
INCREASED138,219132,328+5,891+4%$99.1M$105.9M+$6.8M2026-10-19
Bokf, NA
INCREASED133,356131,220+2,136+2%$98.3M$102.1M+$3.9M2026-10-27
Lodestar Private Asset Management LLC
DECREASED131,614137,118-5,504-4%$102.7M$100.8M-$1.9M2026-10-26
Centerpoint Advisors, LLC
INCREASED131,282129,473+1,809+1%$97.0M$100.5M+$3.6M2026-11-05
HWG Holdings LP
INCREASED127,281101,924+25,357+25%$76.3M$97.5M+$21.1M2026-10-08
AMG National Trust Bank
DECREASED126,982128,402-1,420-1%$96.2M$97.2M+$1.1M2026-11-05
JSF Financial, LLC
DECREASED126,786129,530-2,744-2%$97.0M$97.1M+$94.9K2026-10-22
New England Professional Planning Group Inc.
DECREASED126,635126,855-2200%$95.0M$97.0M+$2.0M2026-10-29
Hudock, Inc.
DECREASED125,763126,814-1,051-1%$95.0M$96.3M+$1.3M2026-10-14
Focus Financial Network, Inc.
INCREASED125,423123,492+1,931+2%$92.5M$96.1M+$3.6M2026-10-14
Country Trust Bank
DECREASED125,211130,054-4,843-4%$97.4M$95.9M-$1.5M2026-10-30
Independent Financial Group, LLC
INCREASED124,564122,036+2,528+2%$91.4M$95.4M+$4.0M2026-10-13
Imc-Chicago, LLC
NEW123,996—+123,996——$95.0M—2026-11-05
Bluesphere Advisors LLC
DECREASED123,569124,080-5110%$92.9M$94.6M+$1.7M2026-10-19
Foster Group, Inc.
INCREASED123,479120,402+3,077+3%$90.2M$94.6M+$4.4M2026-10-13
Coyle Financial Counsel LLC
INCREASED123,209122,731+478+0%$91.9M$94.4M+$2.4M2026-10-28
Well Done, LLC
DECREASED122,234124,013-1,779-1%$92.9M$93.6M+$740.8K2026-10-20
Mascoma Wealth Management LLC
DECREASED120,979121,926-947-1%$91.3M$92.7M+$1.3M2026-10-23
Kestra Private Wealth Services, LLC
INCREASED120,431115,097+5,334+5%$86.2M$92.2M+$6.0M2026-10-30
Amarillo National Bank
DECREASED120,344127,047-6,703-5%$95.1M$92.2M-$3.0M2026-10-23
Simplicity Wealth,LLC
INCREASED116,68973,317+43,372+59%$54.9M$89.4M+$34.5M2026-10-23
Balentine LLC
DECREASED115,930117,337-1,407-1%$87.9M$88.8M+$912.9K2026-11-03
Central Pacific Bank - Trust Division
DECREASED115,550115,979-4290%$86.9M$88.5M+$1.6M2026-10-06
J.W. Cole Advisors, Inc.
INCREASED115,192112,278+2,914+3%$84.1M$88.2M+$4.1M2026-11-05
Visionary Wealth Advisors
INCREASED115,053114,825+228+0%$86.0M$88.1M+$2.1M2026-11-04
Wealth Architects, LLC
DECREASED114,539115,487-948-1%$86.5M$87.7M+$1.2M2026-11-03
Courier Capital LLC
DECREASED114,374117,740-3,366-3%$88.2M$87.6M-$581.0K2026-10-19
Waller Financial Planning Group, Inc
INCREASED112,983109,476+3,507+3%$82.0M$86.5M+$4.5M2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED112,838111,606+1,232+1%$83.6M$86.4M+$2.8M2026-11-03
Strategic Point Investment Advisors, LLC
INCREASED111,597110,810+787+1%$83.0M$85.5M+$2.5M2026-10-29
Heritage Investment Group, Inc.
INCREASED110,861109,155+1,706+2%$81.7M$84.9M+$3.2M2026-11-03
Standpoint Asset Management, LLC
INCREASED109,500101,300+8,200+8%$75.9M$83.9M+$8.0M2026-10-16
Golden State Wealth Management, LLC
INCREASED108,970106,900+2,070+2%$80.1M$83.5M+$3.4M2026-11-02
TD Waterhouse Canada Inc.
INCREASED107,348106,124+1,224+1%$79.5M$82.4M+$2.9M2026-10-16
Vision Capital Management, Inc.
DECREASED107,237113,897-6,660-6%$85.3M$82.1M-$3.2M2026-10-20
Towercrest Capital Management
DECREASED106,833113,426-6,593-6%$84.9M$81.9M-$3.1M2026-10-23
Beaumont Asset Management, L.L.C.
INCREASED106,54699,101+7,445+8%$74.2M$81.6M+$7.4M2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED106,40698,908+7,498+8%$74.2M$81.5M+$7.3M2026-10-13
Beam Wealth Advisors, Inc.
INCREASED105,896105,678+218+0%$79.1M$81.1M+$2.0M2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
INCREASED105,772102,622+3,150+3%$76.9M$81.0M+$4.2M2026-10-21
Fifth Third Securities, Inc.
INCREASED105,30897,124+8,184+8%$72.7M$80.7M+$7.9M2026-10-21
Oppenheimer & Co Inc
DECREASED104,311105,288-977-1%$78.8M$79.9M+$1.0M2026-10-26
CLG LLC
DECREASED103,596107,058-3,462-3%$80.2M$79.3M-$835.8K2026-10-13
Affinity Capital Advisors, LLC
DECREASED103,022108,112-5,090-5%$81.6M$80.6M-$1.0M2026-10-13
Ironwood Financial, llc
INCREASED103,015102,670+345+0%$77.3M$78.9M+$1.6M2026-10-20
Roth Financial Partners LLC
DECREASED102,393102,531-1380%$76.8M$78.4M+$1.6M2026-10-06
Brown Wealth Management, LLC
DECREASED102,068104,951-2,883-3%$78.6M$78.2M-$428.4K2026-10-20
May Hill Capital, LLC
INCREASED101,85499,046+2,808+3%$74.2M$78.0M+$3.8M2026-11-03
Colton Groome Financial Advisors, LLC
INCREASED101,74794,430+7,317+8%$70.7M$77.9M+$7.2M2026-10-06
Midwest Trust Co
INCREASED101,667100,336+1,331+1%$75.1M$77.9M+$2.7M2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED101,136100,954+182+0%$75.6M$77.5M+$1.9M2026-11-05
Parkside Investments, LLC
INCREASED101,10196,530+4,571+5%$72.3M$77.4M+$5.1M2026-10-20
Lineweaver Wealth Advisors, LLC
INCREASED100,802100,377+425+0%$75.2M$77.2M+$2.0M2026-10-13
Total Investment Management Inc
DECREASED99,729100,364-635-1%$75.3M$76.4M+$1.1M2026-10-22
Enclave Advisors LLC
INCREASED99,70093,258+6,442+7%$69.8M$76.4M+$6.5M2026-10-14
Kelly Financial Services LLC
INCREASED99,60594,579+5,026+5%$70.8M$76.3M+$5.5M2026-10-20
First Financial Bank - Trust Division
INCREASED98,75993,877+4,882+5%$70.3M$75.6M+$5.3M2026-10-01
BAR Harbor Wealth Management
DECREASED98,681100,654-1,973-2%$75.4M$75.6M+$196.1K2026-10-21
Ledyard National Bank
DECREASED98,417100,495-2,078-2%$75.3M$75.4M+$113.0K2026-10-21
Harfst & Associates, Inc.
DECREASED96,67997,653-974-1%$73.1M$74.0M+$910.0K2026-10-20
Conning Inc.
DECREASED96,09897,544-1,446-1%$73.0M$73.6M+$546.9K2026-10-27
SigFig Wealth Management, LLC
INCREASED96,03694,718+1,318+1%$70.5M$73.5M+$3.1M2026-10-07
Shepherd Financial Partners LLC
DECREASED95,702114,456-18,754-16%$85.7M$73.3M-$12.4M2026-11-03
Crescent Grove Advisors, LLC
DECREASED95,34099,058-3,718-4%$74.2M$73.0M-$1.2M2026-10-21
Watershed Private Wealth LLC
INCREASED94,94190,706+4,235+5%$67.9M$72.7M+$4.8M2026-10-30
MV Capital Management, Inc.
DECREASED94,89196,395-1,504-2%$72.2M$72.7M+$482.7K2026-10-29
Vicus Capital
DECREASED94,40798,603-4,196-4%$73.8M$72.3M-$1.5M2026-11-05
Smith Chas P & Associates PA Cpas
INCREASED94,30492,987+1,317+1%$69.6M$72.3M+$2.7M2026-10-22
Rakuten Investment Management, Inc.
INCREASED92,76791,857+910+1%$68.4M$71.2M+$2.8M2026-10-30
KFA Private Wealth Group, LLC
DECREASED92,47392,756-2830%$69.5M$70.8M+$1.4M2026-10-07
Marino, Stram & Associates LLC
INCREASED92,18390,811+1,372+2%$68.0M$70.6M+$2.6M2026-10-22
JFS Wealth Advisors, LLC
DECREASED91,71992,723-1,004-1%$69.4M$70.2M+$804.0K2026-11-03
Twele Capital Management, Inc.
DECREASED91,68293,090-1,408-2%$69.7M$70.2M+$500.5K2026-10-13
Financial Management Network Inc
DECREASED91,10492,089-985-1%$68.8M$70.4M+$1.7M2026-10-09
AlphaCore Capital LLC
INCREASED90,52585,754+4,771+6%$64.2M$69.3M+$5.1M2026-11-04
One Advisory Partners, LLC
INCREASED90,31282,038+8,274+10%$61.4M$69.2M+$7.7M2026-10-22
M Holdings Securities, Inc.
NEW89,857—+89,857——$68.6M—2026-11-03
GC Wealth Management RIA, LLC
INCREASED89,69881,012+8,686+11%$60.7M$68.7M+$8.0M2026-11-02
MKD Wealth Coaches, LLC
INCREASED88,62886,824+1,804+2%$65.0M$67.9M+$2.9M2026-10-09
Madrona Financial Services, LLC
INCREASED88,13884,750+3,388+4%$63.5M$67.5M+$4.0M2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED87,430100,513-13,083-13%$75.3M$67.0M-$8.3M2026-10-16
Beaumont Financial Advisors, LLC
DECREASED86,88888,113-1,225-1%$66.0M$66.5M+$556.0K2026-10-22
Wealth Alliance Advisory Group, LLC
INCREASED86,79384,200+2,593+3%$63.1M$66.5M+$3.4M2026-10-14
Rossmore Private Capital
INCREASED86,71786,564+153+0%$64.8M$66.4M+$1.6M2026-10-27
Hoxton Planning & Management, LLC
INCREASED85,74884,395+1,353+2%$63.2M$65.7M+$2.5M2026-10-15
Diversified Enterprises, LLC
INCREASED85,64484,701+943+1%$63.4M$65.6M+$2.2M2026-10-19
Prospera Financial Services Inc
INCREASED85,34183,774+1,567+2%$62.8M$64.8M+$2.1M2026-11-04
Stewardship Advisors, LLC
DECREASED84,892108,102-23,210-21%$81.0M$65.0M-$15.9M2026-10-20
Legacy Wealth Partners, LLC
INCREASED84,74583,004+1,741+2%$62.2M$64.9M+$2.7M2026-10-15
High Note Wealth, LLC
INCREASED84,57184,099+472+1%$63.0M$64.8M+$1.8M2026-10-27
GoalFusion Wealth Management, LLC
INCREASED83,67283,186+486+1%$62.3M$64.1M+$1.8M2026-10-06
BankPlus Wealth Management LLC
INCREASED83,42782,143+1,284+2%$61.5M$63.9M+$2.4M2026-10-13
Blue Trust, Inc.
DECREASED83,19285,501-2,309-3%$64.0M$63.7M-$317.9K2026-10-15
Cranbrook Wealth Management, LLC
DECREASED82,79583,064-2690%$62.2M$63.4M+$1.2M2026-10-28
Pictet Asset Management Holding SA
INCREASED82,60916,112+66,497+413%$12.0M$63.3M+$51.3M2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED82,59681,090+1,506+2%$60.7M$63.3M+$2.5M2026-10-21
Guidance Point Advisors, LLC
INCREASED82,15581,708+447+1%$61.3M$63.0M+$1.7M2026-10-15
Apeiron RIA LLC
INCREASED81,44351,730+29,713+57%$38.7M$62.5M+$23.8M2026-10-08
Sowell Financial Services LLC
INCREASED80,81479,523+1,291+2%$59.6M$61.9M+$2.3M2026-10-23
International City Management Association Retirement Corp
UNCHANGED80,58680,58600%$60.4M$61.7M+$1.4M2026-10-26
Lakeshore Financial Planning, Inc.
DECREASED80,38680,686-3000%$60.4M$61.6M+$1.1M2026-10-13
Certuity, LLC
INCREASED80,34174,626+5,715+8%$55.5M$61.7M+$6.1M2026-11-02
AAF Wealth Management, LLC
DECREASED79,31481,307-1,993-2%$60.9M$60.7M-$147.0K2026-10-28
MGO One Seven LLC
DECREASED78,97879,689-711-1%$59.7M$60.5M+$807.1K2026-10-28
Nixon Peabody Trust Co
INCREASED78,58075,123+3,457+5%$56.3M$60.2M+$3.9M2026-10-23
Financial Counselors Inc
DECREASED77,81277,986-1740%$58.4M$59.6M+$1.2M2026-10-22
Bluestem Financial Advisors, LLC
DECREASED77,52278,119-597-1%$58.5M$59.4M+$867.7K2026-10-20
Droms Strauss Advisors Inc
DECREASED77,19680,057-2,861-4%$60.0M$59.1M-$833.5K2026-11-03
Clear Wave Wealth Management LLC
INCREASED76,96475,673+1,291+2%$56.7M$58.9M+$2.3M2026-11-04
TD Private Client Wealth LLC
INCREASED76,16673,012+3,154+4%$54.7M$58.3M+$3.7M2026-10-28
Elevated Financial Group LLC
INCREASED75,60959,230+16,379+28%$44.4M$57.9M+$13.5M2026-10-16
Mather Group, Llc.
DECREASED75,09876,713-1,615-2%$57.4M$57.5M+$63.8K2026-10-14
Nations Financial Group Inc,
DECREASED74,85074,901-510%$56.1M$57.3M+$1.2M2026-11-05
PKS Advisory Services, LLC
UNCHANGED74,83274,83200%$56.0M$56.0M$02026-10-26
Bank of Stockton
DECREASED74,00984,585-10,576-12%$63.3M$56.7M-$6.7M2026-10-20
Snider Financial Group
INCREASED73,18471,089+2,095+3%$53.2M$56.0M+$2.8M2026-10-16
Newton One Investments LLC
DECREASED72,98373,107-1240%$54.7M$55.9M+$1.1M2026-10-14
Fulton Bank, N.A.
INCREASED71,93564,523+7,412+11%$48.3M$55.1M+$6.8M2026-10-14
Sovran Advisors, LLC
INCREASED71,42867,645+3,783+6%$50.3M$55.2M+$4.9M2026-11-02
Pettinga Financial Advisors LLC
DECREASED71,12685,307-14,181-17%$63.9M$54.5M-$9.4M2026-10-13
Armor Investment Advisors, LLC
DECREASED70,37170,816-445-1%$53.0M$53.9M+$859.7K2026-10-27
Cornerstone Wealth Group, LLC
DECREASED70,24370,677-434-1%$52.9M$53.8M+$866.6K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED70,14672,034-1,888-3%$53.9M$53.7M-$223.9K2026-11-04
MCF Advisors LLC
INCREASED69,88569,097+788+1%$51.7M$53.5M+$1.8M2026-10-28
Capital Advisors Wealth Management, LLC
INCREASED69,88066,264+3,616+5%$49.6M$53.5M+$3.9M2026-10-09
Chicago Partners Investment Group LLC
INCREASED69,80769,596+211+0%$51.6M$53.3M+$1.7M2026-10-27
Washington Trust Bank
INCREASED69,67867,490+2,188+3%$50.5M$53.4M+$2.8M2026-11-03
Salus Financial Advisors, LLC
INCREASED69,14268,895+247+0%$51.6M$53.0M+$1.4M2026-10-20
Wealthcare Advisory Partners LLC
INCREASED68,88860,420+8,468+14%$45.2M$52.8M+$7.5M2026-10-21
Pinion Investment Advisors, LLC
INCREASED68,71362,470+6,243+10%$46.8M$52.6M+$5.8M2026-11-04
Trek Financial, LLC
DECREASED68,64273,427-4,785-7%$55.0M$52.6M-$2.4M2026-10-29
Palatine Hill Wealth Management, LLC
INCREASED68,52962,451+6,078+10%$46.8M$52.5M+$5.7M2026-11-03
1900 Wealth Management LLC
DECREASED68,36569,262-897-1%$51.9M$52.4M+$487.3K2026-10-13
Apella Capital, LLC
INCREASED68,0548,355+59,699+715%$6.3M$53.1M+$46.8M2026-10-08
WealthBridge Capital Management, LLC
INCREASED67,89167,115+776+1%$50.3M$52.0M+$1.7M2026-10-16
Rational Advisors, Inc.
DECREASED67,56669,863-2,297-3%$52.3M$51.7M-$574.3K2026-11-02
Avior Wealth Management, LLC
DECREASED67,30771,296-3,989-6%$53.4M$51.5M-$1.8M2026-10-13
Embree Financial Group
INCREASED67,27663,006+4,270+7%$47.2M$51.5M+$4.3M2026-10-22
RFG - Bristol Wealth Advisors, LLC
INCREASED67,23065,342+1,888+3%$48.9M$51.5M+$2.6M2026-10-09
Beacon Financial Group
INCREASED67,17164,631+2,540+4%$48.4M$51.4M+$3.0M2026-10-19
Able Wealth Management LLC
INCREASED66,95260,774+6,178+10%$45.5M$52.1M+$6.6M2026-10-13
Bailard, Inc.
DECREASED66,67668,986-2,310-3%$51.7M$51.1M-$599.1K2026-10-13
First Horizon Corp
INCREASED66,59162,013+4,578+7%$46.4M$51.0M+$4.6M2026-10-26
Fortitude Family Office, LLC
INCREASED66,50162,024+4,477+7%$46.4M$50.9M+$4.5M2026-10-14
LCW Services, LLC
INCREASED66,25862,586+3,672+6%$46.9M$50.7M+$3.9M2026-10-21
Ndwm LLC
INCREASED66,22765,309+918+1%$48.9M$50.7M+$1.8M2026-11-05
Ironwood Wealth Management, Llc.
INCREASED65,99065,461+529+1%$49.0M$50.5M+$1.5M2026-10-28
Nolet Wealth Management, LLC
DECREASED65,73965,842-1030%$49.3M$50.3M+$1.0M2026-10-15
PPS&V Asset Management Consultants, Inc.
DECREASED65,57066,711-1,141-2%$50.0M$50.2M+$257.9K2026-10-06
Highland Capital Management, LLC
DECREASED64,87365,538-665-1%$49.1M$49.7M+$602.6K2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED64,81059,644+5,166+9%$44.4M$49.6M+$5.2M2026-10-13
Mann Financial Group, Inc.
INCREASED64,77961,362+3,417+6%$46.0M$49.6M+$3.7M2026-10-15
PCA Investment Advisory Services Inc.
DECREASED64,73764,958-2210%$48.8M$49.6M+$824.9K2026-10-13
Adirondack Capital Advisors, LLC
INCREASED64,09962,670+1,429+2%$46.9M$49.1M+$2.2M2026-10-09
Sentinel Advisory Group, LLC
DECREASED63,32064,170-850-1%$48.1M$48.5M+$437.4K2026-10-20
Windsor Capital Management, LLC
INCREASED62,84159,122+3,719+6%$44.3M$48.1M+$3.9M2026-10-13
Arkansas Financial Group, Inc.
DECREASED62,28963,594-1,305-2%$47.6M$47.7M+$79.3K2026-10-26
Cypress Wealth Services, LLC
INCREASED61,84159,992+1,849+3%$44.9M$48.4M+$3.5M2026-10-21
Bare Financial Services, Inc
DECREASED61,73963,107-1,368-2%$47.3M$47.3M+$23.0K2026-11-04
Vaquero Private Wealth, LTD
DECREASED61,52166,930-5,409-8%$50.1M$47.1M-$3.0M2026-10-27
Capital Planning LLC
DECREASED61,28162,122-841-1%$46.5M$46.9M+$409.7K2026-10-09
USA Financial Formulas
NEW61,144—+61,144——$46.8M—2026-10-16
Integrity Investment Advisors, LLC
DECREASED60,93063,559-2,629-4%$47.6M$46.7M-$935.3K2026-11-03
Apollon Financial, LLC
INCREASED60,57958,806+1,773+3%$44.0M$46.4M+$2.4M2026-10-23
Avondale Wealth Management
DECREASED60,33060,978-648-1%$45.7M$46.2M+$537.6K2026-10-15
Fort Henry Capital, LLC
DECREASED60,10260,894-792-1%$45.6M$46.0M+$425.8K2026-10-22
Cisco Systems, Inc.
UNCHANGED60,00060,00000%$44.9M$46.0M+$1.0M2026-10-15
Kelleher Financial Advisors
DECREASED59,91561,433-1,518-2%$46.0M$45.9M-$120.9K2026-10-30
CoreCap Advisors, LLC
INCREASED59,76456,088+3,676+7%$42.0M$45.8M+$3.8M2026-10-08
David J Yvars Group
INCREASED59,44159,043+398+1%$44.2M$45.5M+$1.3M2026-10-09
Corepath Wealth Partners LLC
DECREASED59,19265,739-6,547-10%$49.2M$46.2M-$3.0M2026-10-21
McCarley & Cook Financial Planners
INCREASED59,18352,780+6,403+12%$39.5M$45.3M+$5.8M2026-10-21
Woodward Financial Advisors, Inc.
DECREASED59,02759,306-2790%$44.4M$45.2M+$792.3K2026-10-19
Lantz Financial LLC
INCREASED58,57056,577+1,993+4%$42.4M$44.9M+$2.5M2026-10-15
Wealth Quarterback LLC
DECREASED58,53164,245-5,714-9%$48.1M$44.8M-$3.3M2026-10-20
FSA Wealth Partners, Inc.
INCREASED58,23057,199+1,031+2%$42.8M$44.6M+$1.8M2026-10-26
Rose Capital Advisors LLC
INCREASED58,17432,464+25,710+79%$24.3M$44.6M+$20.2M2026-11-04
ZynergyRetirementPlanningLLC
DECREASED58,11259,539-1,427-2%$44.6M$44.5M-$83.1K2026-10-08
Somnio Financial Group, LLC
DECREASED57,76559,020-1,255-2%$44.2M$44.2M+$39.6K2026-10-26
Chemung Canal Trust Co
INCREASED57,34854,733+2,615+5%$41.0M$43.9M+$2.9M2026-11-04
Enzi Wealth
INCREASED57,31356,898+415+1%$43.0M$44.8M+$1.8M2026-10-14
Advanced Asset Management Advisors Inc
INCREASED57,00457,000+4+0%$42.7M$43.7M+$970.0K2026-10-20
Norris Perne & French LLP
DECREASED56,85457,167-313-1%$42.8M$43.5M+$730.3K2026-10-23
Coastline Trust Co
DECREASED56,83361,472-4,639-8%$46.0M$43.5M-$2.5M2026-10-01
Alliance Wealth Management Group
DECREASED56,27661,877-5,601-9%$46.3M$43.1M-$3.2M2026-10-29
Parr Mcknight Wealth Management Group, LLC
INCREASED56,00555,740+265+0%$41.7M$42.9M+$1.1M2026-10-30
Hengehold Capital Management LLC
DECREASED56,00356,544-541-1%$42.3M$42.9M+$544.5K2026-10-16
Atwater Malick LLC
DECREASED55,94756,128-1810%$42.0M$42.8M+$813.2K2026-10-15
Cypress Financial Planning LLC
INCREASED55,41555,110+305+1%$41.3M$42.4M+$1.2M2026-10-09
Sheets Smith Wealth Management
DECREASED54,98756,870-1,883-3%$42.6M$42.1M-$478.2K2026-10-16
Curry Webb Wealth Management LLC
UNCHANGED54,44854,44800%$40.8M$40.8M$02026-10-22
Integris Wealth Management, LLC
INCREASED54,34254,302+40+0%$40.7M$41.6M+$951.1K2026-10-14
Gradient Investments LLC
DECREASED54,32658,690-4,364-7%$44.0M$41.6M-$2.3M2026-10-08
Bay Harbor Wealth Management, LLC
INCREASED54,18652,477+1,709+3%$39.3M$41.5M+$2.2M2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
INCREASED53,71452,676+1,038+2%$39.4M$41.1M+$1.7M2026-10-23
Sachem Hill LLC
DECREASED52,92453,908-984-2%$40.4M$40.5M+$160.9K2026-10-14
Orin Green Financial, LLC
DECREASED52,39353,825-1,432-3%$40.3M$40.1M-$184.4K2026-10-19
Brighton Jones LLC
INCREASED52,09851,860+238+0%$38.8M$39.9M+$1.1M2026-11-03
Beacon Financial Planning, Inc
DECREASED52,09053,211-1,121-2%$39.8M$39.9M+$44.2K2026-11-04
Integrated Capital Management, LLC
DECREASED51,95552,033-780%$39.0M$39.8M+$822.4K2026-10-23
Gradient Capital Advisors, LLC
DECREASED51,95052,370-420-1%$39.2M$39.8M+$566.4K2026-10-21
IFP Advisors, Inc
DECREASED51,89954,261-2,362-4%$40.6M$39.7M-$888.7K2026-10-16
Dagco, Inc.
INCREASED51,73047,303+4,427+9%$35.4M$39.6M+$4.2M2026-10-20
Soltis Investment Advisors LLC
INCREASED51,63446,281+5,353+12%$34.7M$39.5M+$4.9M2026-10-28
Kanawha Capital Management LLC
DECREASED51,48551,958-473-1%$38.9M$39.4M+$519.2K2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED51,30350,970+333+1%$38.2M$39.3M+$1.1M2026-10-14
Clear Creek Financial Management, LLC
INCREASED51,21350,170+1,043+2%$37.6M$39.2M+$1.6M2026-10-28
Nottingham Advisors, Inc.
DECREASED51,07852,107-1,029-2%$38.8M$39.2M+$358.0K2026-10-29
Lee, Kelleher & Klein Wealth Management
INCREASED50,89049,300+1,590+3%$36.9M$39.0M+$2.1M2026-10-08
VestGen Advisors, LLC
DECREASED50,74056,044-5,304-9%$42.0M$38.9M-$3.1M2026-10-27
HCR Wealth Advisors
INCREASED50,65850,622+36+0%$37.9M$38.8M+$886.5K2026-10-15
Durante & Waters, LLC
DECREASED50,61551,003-388-1%$38.2M$38.8M+$568.1K2026-10-28
Middleton & Co Inc
INCREASED49,84148,302+1,539+3%$36.2M$38.2M+$2.0M2026-10-23
Ballew Advisors, Inc
DECREASED49,82450,956-1,132-2%$38.1M$38.5M+$381.5K2026-10-05
SWS Partners
DECREASED49,76654,398-4,632-9%$40.7M$38.1M-$2.6M2026-10-26
Flagship Private Wealth, LLC
INCREASED49,48948,888+601+1%$36.6M$37.9M+$1.3M2026-11-05
KMG Fiduciary Partners, LLC
DECREASED49,06250,540-1,478-3%$37.8M$37.6M-$275.3K2026-10-14
Verus Capital Partners, LLC
DECREASED48,93750,005-1,068-2%$37.4M$37.5M+$30.0K2026-11-03
Camelot Technology Advisors, Inc.
DECREASED48,74248,915-1730%$36.6M$37.3M+$697.6K2026-10-09
NorthLanding Financial Partners, LLC
DECREASED48,57851,124-2,546-5%$38.3M$37.2M-$1.1M2026-10-15
Carbahal Olsen Financial Services Group, LLC
DECREASED48,06748,420-353-1%$36.3M$36.8M+$550.0K2026-11-05
Tenet Wealth Partners, LLC
INCREASED48,05946,469+1,590+3%$34.5M$36.8M+$2.3M2026-10-19
Altus Wealth Group LLC
INCREASED48,04346,761+1,282+3%$35.0M$36.8M+$1.8M2026-10-20
Sunbeam Capital Management, LLC
INCREASED47,70243,792+3,910+9%$32.8M$36.5M+$3.7M2026-11-05
Verus Financial Partners, Inc.
DECREASED47,48247,569-870%$35.6M$36.4M+$739.9K2026-10-29
BIP Wealth, LLC
INCREASED47,27247,085+187+0%$35.3M$36.2M+$942.0K2026-10-22
Greenwood Capital Associates LLC
DECREASED46,96253,705-6,743-13%$40.2M$36.0M-$4.3M2026-10-27
SWP Financial LLC
DECREASED46,91647,201-285-1%$35.3M$35.9M+$582.4K2026-10-23
Nadler Financial Group, Inc.
INCREASED46,66846,348+320+1%$34.7M$35.7M+$1.0M2026-10-23
CIBC Asset Management Inc
INCREASED46,58446,437+147+0%$34.8M$35.7M+$900.2K2026-11-05
Fairman Group, LLC
INCREASED46,48844,116+2,372+5%$33.0M$35.6M+$2.6M2026-10-26
Legacy Advisors, LLC
INCREASED46,28939,008+7,281+19%$29.2M$35.5M+$6.2M2026-10-19
Bedminster, LLC
INCREASED45,90945,741+168+0%$34.3M$35.2M+$904.4K2026-11-04
Ameliora Wealth Management Ltd.
INCREASED45,89032,682+13,208+40%$24.5M$35.1M+$10.7M2026-10-23
Private Client Services, LLC
DECREASED45,78954,561-8,772-16%$40.9M$35.1M-$5.8M2026-10-02
Pennsylvania Capital Management Inc
DECREASED45,56546,506-941-2%$34.8M$34.9M+$68.4K2026-11-05
SAX Wealth Advisors, LLC
INCREASED45,48835,996+9,492+26%$23.5M$34.8M+$11.3M2026-10-13
Silverleafe Capital Partners, LLC
DECREASED45,43245,489-570%$34.1M$34.8M+$727.8K2026-10-02
WealthPLAN Partners, LLC
INCREASED45,42041,056+4,364+11%$30.7M$34.8M+$4.0M2026-10-15
Meridian Wealth Management, LLC
INCREASED45,40045,063+337+1%$33.7M$34.7M+$1.0M2026-11-05
IFS Advisors, LLC
DECREASED45,36245,588-2260%$34.1M$34.7M+$600.2K2026-10-14
Acima Private Wealth, LLC
INCREASED45,30645,167+139+0%$33.8M$34.7M+$872.5K2026-10-05
BridgePort Financial Solutions, LLC
DECREASED45,27047,849-2,579-5%$35.8M$34.7M-$1.2M2026-11-02
Cobblestone Asset Management LLC
INCREASED44,86143,966+895+2%$32.9M$34.4M+$1.4M2026-10-13
Matrix Trust Co
DECREASED44,79744,807-100%$33.6K$34.3K+$7522026-10-07
Greenup Street Wealth Management LLC
DECREASED44,74347,688-2,945-6%$35.7M$34.3M-$1.4M2026-10-28
Stevens Capital Partners
INCREASED44,68740,339+4,348+11%$30.2M$34.2M+$4.0M2026-10-29
Client First Capital LLC
DECREASED44,47347,651-3,178-7%$35.7M$34.1M-$1.6M2026-10-22
Hicks Capital Management LLC
UNCHANGED44,44544,44500%$33.3M$33.3M$02026-10-20
Traveka Wealth, LLC
INCREASED44,33341,237+3,096+8%$30.9M$34.0M+$3.1M2026-10-19
Southern Capital Advisors, LLC
INCREASED44,20641,256+2,950+7%$30.9M$33.9M+$3.0M2026-10-26
Naples Global Advisors, LLC
INCREASED44,04743,658+389+1%$32.7M$33.7M+$1.0M2026-11-05
Venture Visionary Partners LLC
INCREASED44,04628,157+15,889+56%$21.1M$33.7M+$12.6M2026-10-07
Moody National Bank Trust Division
UNCHANGED43,98543,98500%$32.9M$33.7M+$746.0K2026-10-06
Abound Wealth Management
INCREASED43,57442,783+791+2%$32.0M$33.4M+$1.3M2026-10-26
Advus Financial Partners, LLC
INCREASED43,24942,067+1,182+3%$31.5M$33.1M+$1.6M2026-10-20
Compound Planning, Inc.
DECREASED43,037157,511-114,474-73%$118.0M$33.0M-$85.0M2026-11-05
Commonwealth Financial Services, LLC
DECREASED42,98649,171-6,185-13%$36.8M$32.9M-$3.9M2026-10-20
Patton Albertson Miller Group, LLC
DECREASED42,97443,318-344-1%$32.4M$32.9M+$471.8K2026-10-26
Verger Capital Management LLC
DECREASED42,90843,418-510-1%$32.5M$32.9M+$346.0K2026-10-22
AtlasMark Financial, Inc
INCREASED42,78341,428+1,355+3%$31.0M$32.8M+$1.7M2026-10-13
Fairvoy Private Wealth, LLC
INCREASED42,78242,767+15+0%$32.0M$32.8M+$737.2K2026-10-19
Peddock Capital Advisors, LLC
INCREASED42,78042,053+727+2%$31.5M$32.8M+$1.3M2026-10-16
Buska Wealth Management, LLC
DECREASED42,66448,642-5,978-12%$36.4M$32.7M-$3.8M2026-10-08
Eley Financial Management, Inc
INCREASED42,60342,102+501+1%$31.5M$32.6M+$1.1M2026-11-03
CenturyLink Investment Management Co
UNCHANGED42,52742,52700%$31.8M$32.6M+$721.3K2026-10-16
Grove Bank & Trust
DECREASED42,28144,070-1,789-4%$33.0M$32.4M-$622.7K2026-10-08
PFG Private Wealth Management, LLC
INCREASED41,94540,575+1,370+3%$30.4M$32.1M+$1.7M2026-10-15
CFS Investment Advisory Services, LLC
DECREASED41,91642,125-2090%$31.5M$32.8M+$1.3M2026-10-19
Alpine Bank Wealth Management
DECREASED41,40442,013-609-1%$31.5M$31.7M+$246.1K2026-10-16
Keystone Wealth Services, LLC
DECREASED41,36541,372-70%$31.0M$31.7M+$765.2K2026-11-03
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
INCREASED40,96040,890+70+0%$30.6M$31.4M+$747.1K2026-10-29
Ashton Thomas Securities, LLC
NEW40,951—+40,951——$31.4M—2026-10-26
Archer Investment Management, LLC
DECREASED40,87743,751-2,874-7%$32.8M$31.3M-$1.5M2026-10-13
Birch Hill Investment Advisors LLC
DECREASED40,54740,764-217-1%$30.5M$31.1M+$525.2K2026-10-16
Powerhouse Assets LLC
INCREASED40,45840,136+322+1%$30.1M$31.0M+$927.2K2026-10-19
Hubbell Strickland Wealth Management, LLC
DECREASED40,45440,531-770%$30.4M$31.0M+$628.2K2026-10-29
Moller Wealth Partners
DECREASED40,44140,463-220%$30.3M$31.0M+$669.2K2026-10-15
Stephenson & Company, Inc.
DECREASED40,21140,539-328-1%$30.4M$30.8M+$436.4K2026-10-30
Gimbal Financial
DECREASED40,16740,370-2030%$30.2M$30.8M+$529.0K2026-10-19
Vivid Wealth Management, LLC
DECREASED40,07840,799-721-2%$30.6M$30.7M+$140.2K2026-10-27
Evermay Wealth Management LLC
DECREASED39,96140,432-471-1%$30.3M$30.6M+$325.1K2026-11-05
Destiny Capital Corp
DECREASED39,87541,038-1,163-3%$30.7M$30.5M-$194.6K2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED39,61536,763+2,852+8%$27.5M$30.3M+$2.8M2026-11-02
William Howard & Co Financial Advisors Inc
DECREASED39,58540,126-541-1%$30.0M$30.3M+$266.8K2026-11-04
Human Investing LLC
INCREASED39,41639,270+146+0%$29.4M$30.2M+$778.0K2026-10-19
Miramontes Capital, LLC
DECREASED39,30840,910-1,602-4%$30.6M$30.1M-$533.2K2026-10-19
Sterling Investment Advisors LLC
INCREASED39,13638,431+705+2%$28.8M$30.0M+$1.2M2026-10-27
Townsend Financial Planning, LLC
DECREASED39,04039,864-824-2%$29.9M$29.9M+$44.5K2026-11-02
XML Financial, LLC
INCREASED38,98437,445+1,539+4%$28.0M$29.9M+$1.8M2026-10-29
Fairway Wealth LLC
INCREASED38,74338,540+203+1%$28.9M$29.7M+$811.5K2026-10-30
Catalyst Private Wealth, LLC
INCREASED38,71938,317+402+1%$28.7M$29.7M+$958.2K2026-10-13
GenWealth Group, Inc.
INCREASED38,71338,119+594+2%$28.5M$29.6M+$1.1M2026-10-16
Richwood Investment Advisors, LLC
DECREASED38,65639,165-509-1%$29.3M$29.6M+$274.5K2026-10-30
Beacon Investment Advisory Services, Inc.
DECREASED38,63238,892-260-1%$29.1M$29.6M+$460.5K2026-10-13
Members Wealth LLC
INCREASED38,55136,972+1,579+4%$27.7M$30.1M+$2.4M2026-10-20
Churchill Financial Advisors, LLC
INCREASED38,46434,653+3,811+11%$26.0M$29.5M+$3.5M2026-10-20
DeDora Capital, Inc.
INCREASED38,41637,632+784+2%$28.2M$29.4M+$1.2M2026-10-26
RFG Advisory, LLC
INCREASED38,38026,054+12,326+47%$19.5M$29.4M+$9.9M2026-11-03
Signaturefd, LLC
DECREASED38,30838,675-367-1%$29.0M$29.3M+$375.2K2026-10-23
Gerber Kawasaki Wealth & Investment Management
DECREASED38,05139,310-1,259-3%$29.4M$29.1M-$297.9K2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED37,90931,461+6,448+21%$23.6M$29.0M+$5.5M2026-10-14
Ascent Group, LLC
INCREASED37,69336,084+1,609+4%$27.0M$28.9M+$1.8M2026-10-30
Sage Advisory Services, Ltd.Co.
DECREASED37,66840,668-3,000-7%$30.5M$28.8M-$1.6M2026-10-29
Merited Wealth, LLC
INCREASED37,00633,023+3,983+12%$24.7M$28.3M+$3.6M2026-10-13
LiftPoint Family Wealth Advisors LLC
DECREASED36,64936,952-303-1%$27.7M$28.1M+$394.7K2026-11-03
Diversified Portfolios, Inc.
DECREASED36,08236,087-50%$27.0M$27.6M+$608.4K2026-11-04
Congress Park Capital LLC
INCREASED35,98735,213+774+2%$26.4M$27.6M+$1.2M2026-10-13
Town Capital LLC
DECREASED35,93540,241-4,306-11%$30.1M$27.5M-$2.6M2026-11-03
Endeavor Private Wealth, Inc.
INCREASED35,91935,526+393+1%$26.6M$27.5M+$904.2K2026-11-05
Fusion Family Wealth, LLC
INCREASED35,82035,533+287+1%$26.6M$27.4M+$822.4K2026-11-02
Nova R Wealth, Inc.
DECREASED35,74336,391-648-2%$27.3M$27.4M+$121.2K2026-10-26
Gilbert Capital Group, Inc.
DECREASED35,68136,512-831-2%$27.3M$27.3M-$17.2K2026-10-28
Procyon Advisors, LLC
DECREASED35,67667,223-31,547-47%$50.3M$27.3M-$23.0M2026-10-21
Cynosure Group, LLC
DECREASED35,37036,843-1,473-4%$27.6M$27.1M-$503.1K2026-11-03
Bfsg, LLC
DECREASED35,36336,072-709-2%$27.0M$27.1M+$68.8K2026-10-30
Grey Ledge Advisors, LLC
INCREASED35,13734,273+864+3%$25.7M$26.9M+$1.2M2026-11-02
Williams Financial, LLC
INCREASED34,97234,425+547+2%$25.8M$26.8M+$1.0M2026-10-19
BG Investment Services, LLC
INCREASED34,84918,740+16,109+86%$14.0M$26.7M+$12.7M2026-10-23
Summit Wealth Group LLC / Co
INCREASED34,8439,283+25,560+275%$7.0M$26.7M+$19.7M2026-10-29
Oak Barrel Wealth Advisory LLC
INCREASED34,79634,503+293+1%$25.8M$26.6M+$809.8K2026-11-05
CX Institutional
DECREASED34,57035,282-712-2%$26.4K$26.5K+$542026-10-02
Arvest Investments, Inc.
DECREASED34,52434,720-196-1%$26.0M$26.4M+$439.3K2026-10-21
Willis Johnson Wealth, Inc.
DECREASED34,47734,525-480%$25.9M$26.4M+$549.4K2026-11-03
Csenge Advisory Group
INCREASED34,17732,139+2,038+6%$24.1M$26.2M+$2.1M2026-11-04
Polaris Investment Advisors, LLC
INCREASED33,95432,049+1,905+6%$24.0M$26.0M+$2.0M2026-10-20
Ascentis Independent Advisors
INCREASED33,7954,972+28,823+580%$3.7M$25.9M+$22.2M2026-11-03
4J Wealth Management LLC
DECREASED33,69834,280-582-2%$25.7M$25.8M+$135.6K2026-11-02
Walkner Condon Financial Advisors LLC
DECREASED33,68234,743-1,061-3%$26.0M$25.8M-$223.0K2026-11-02
Emergent Wealth Advisors, LLC
DECREASED33,62235,792-2,170-6%$26.5M$25.7M-$796.0K2026-10-09
One Wealth Capital Management, LLC
DECREASED33,61140,140-6,529-16%$30.1M$25.7M-$4.3M2026-10-23
Sageworth Trust Co
DECREASED33,52533,684-1590%$25.2M$25.7M+$449.5K2026-10-30
Acumen Wealth Advisors, LLC
DECREASED33,39833,792-394-1%$25.3M$25.6M+$271.4K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED33,32931,893+1,436+5%$23.9M$25.5M+$1.6M2026-10-26
ADE, LLC
INCREASED33,14732,297+850+3%$24.2M$25.4M+$1.2M2026-10-29
ALM First Financial Advisors, LLC
INCREASED33,13023,355+9,775+42%$17.5M$25.4M+$7.9M2026-10-13
Caldwell Trust Co
INCREASED33,10031,504+1,596+5%$23.6M$25.3M+$1.8M2026-10-30
Charles Schwab Trust Co
DECREASED32,91334,973-2,060-6%$26.2M$25.2M-$984.5K2026-10-15
Layline Advisors, LLC
DECREASED32,90533,139-234-1%$24.8M$25.2M+$383.3K2026-11-02
CRA Financial Services, LLC
INCREASED32,83031,388+1,442+5%$23.5M$25.1M+$1.6M2026-10-16
YHB Investment Advisors, Inc.
INCREASED32,74330,863+1,880+6%$23.1M$25.1M+$2.0M2026-10-08
Lynch & Associates
DECREASED32,70732,887-180-1%$24.6M$25.0M+$419.3K2026-10-13
SBI Securities Co., Ltd.
DECREASED32,68833,139-451-1%$24.8M$25.0M+$216.6K2026-10-22
Wealth Enhancement Trust Services, Inc.
INCREASED32,68525,185+7,500+30%$18.9M$25.0M+$6.2M2026-10-07
McAdam, LLC
DECREASED32,60033,698-1,098-3%$25.2M$25.0M-$269.8K2026-10-21
Mission Wealth Management, LP
DECREASED32,47339,149-6,676-17%$29.3M$24.9M-$4.4M2026-10-15
Vericrest Private Wealth
DECREASED32,27433,557-1,283-4%$25.1M$24.7M-$413.3K2026-10-21
Cypress Capital Group
DECREASED32,24832,745-497-2%$24.5M$24.7M+$175.1K2026-11-03
Foundry Financial Group, Inc.
INCREASED32,23031,807+423+1%$23.8M$24.7M+$863.4K2026-10-28
Flagstar Securities, Inc
DECREASED32,17032,275-1050%$24.2M$24.6M+$466.0K2026-10-15
WBH Advisory Inc
DECREASED32,02132,486-465-1%$24.3M$24.5M+$195.2K2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED31,97732,056-790%$24.0M$24.5M+$482.9K2026-10-13
Summit Asset Management, LLC
INCREASED31,92731,893+34+0%$23.9M$24.5M+$567.0K2026-11-05
Agur Provident & Training Funds Management LTD
DECREASED31,80051,800-20,000-39%$365.0K$243.5K-$121.5K2026-11-02
Sherman Asset Management, Inc.
DECREASED31,64931,761-1120%$23.8M$24.2M+$452.9K2026-11-05
Bank of New Hampshire
INCREASED31,62031,088+532+2%$23.3M$24.2M+$934.7K2026-10-06
Strategic Blueprint, LLC
INCREASED31,41929,321+2,098+7%$22.0M$24.1M+$2.1M2026-10-22
Kraft, Davis & Associates, LLC
INCREASED31,41531,045+370+1%$23.2M$24.2M+$1.0M2026-10-21
Hemming& Wealth Management, Inc.
INCREASED31,39831,260+138+0%$23.4M$24.0M+$635.1K2026-10-20
Jeter Robert S II
INCREASED31,38429,063+2,321+8%$22.0M$24.5M+$2.5M2026-10-16
Harbor Group, Inc.
DECREASED31,38331,818-435-1%$23.8M$24.0M+$206.4K2026-10-14
Tepp RIA, LLC
DECREASED31,33734,303-2,966-9%$25.7M$24.0M-$1.7M2026-10-14
Chesley Taft & Associates LLC
DECREASED31,19133,396-2,205-7%$25.0M$23.9M-$1.1M2026-10-13
Avaii Wealth Management, LLC
DECREASED31,18631,467-281-1%$23.6M$24.1M+$544.6K2026-10-09
Peoples Bank
INCREASED31,06326,649+4,414+17%$20.0M$23.8M+$3.8M2026-10-26
Associated Banc-Corp
INCREASED31,05428,794+2,260+8%$21.6M$23.8M+$2.2M2026-10-30
Retirement Wealth Solutions LLC
INCREASED31,00730,361+646+2%$22.7M$23.7M+$1.0M2026-10-07
Cadinha & Co LLC
INCREASED30,96230,840+122+0%$23.1M$23.7M+$616.6K2026-10-22
Braeburn Wealth Management LLC
DECREASED30,92431,112-188-1%$23.3M$23.7M+$384.5K2026-10-15
Core Wealth Advisors, LLC
INCREASED30,83330,708+125+0%$23.0M$23.6M+$616.9K2026-11-05
Norden Group LLC
INCREASED30,82030,098+722+2%$22.5M$23.6M+$1.1M2026-10-20
Focused Alpha, LLC
INCREASED30,78927,433+3,356+12%$20.5M$23.6M+$3.0M2026-10-20
Absolute Capital Management, LLC
INCREASED30,69327,505+3,188+12%$20.6M$23.5M+$2.9M2026-10-16
Jcsd Capital, LLC
UNCHANGED30,45030,45000%$22.8M$23.3M+$516.4K2026-10-16
Trademark Financial Management, LLC
DECREASED30,28130,642-361-1%$22.9M$23.2M+$242.8K2026-10-23
Smith Shellnut Wilson LLC
DECREASED30,23130,602-371-1%$22.9M$23.2M+$235.0K2026-10-21
Waldron Private Wealth LLC
DECREASED30,12530,770-645-2%$23.0M$23.1M+$28.0K2026-11-02
Scissortail Wealth Management, LLC
INCREASED30,10229,611+491+2%$22.2M$23.1M+$878.3K2026-11-03
Cornerstone Planning Group LLC
INCREASED29,95428,527+1,427+5%$21.4M$23.4M+$2.0M2026-10-16
Taylor & Morgan Wealth Management, LLC
INCREASED29,94729,011+936+3%$21.7M$22.9M+$1.2M2026-10-09
Holland Advisory Services, Inc.
DECREASED29,70631,353-1,647-5%$23.5M$22.8M-$729.6K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED29,69629,366+330+1%$22.0M$22.7M+$750.1K2026-10-23
Wesbanco Bank Inc
DECREASED29,63529,757-1220%$22.3M$22.7M+$411.3K2026-11-04
Mycio Wealth Partners, LLC
DECREASED29,40731,261-1,854-6%$23.4M$22.5M-$889.8K2026-11-04
Wedbush Securities Inc
DECREASED29,40135,502-6,101-17%$26.6M$22.5K-$26.6M2026-10-22
Continuum Wealth Advisors, LLC
INCREASED29,32326,482+2,841+11%$19.8M$22.5M+$2.6M2026-10-20
Certified Advisory Corp
DECREASED29,23531,376-2,141-7%$23.5M$22.4M-$1.1M2026-10-29
Outlook Wealth Advisors, LLC
INCREASED29,18128,200+981+3%$21.1M$22.3M+$1.2M2026-10-28
Keenan, LLC
INCREASED28,64227,115+1,527+6%$20.3M$21.9M+$1.6M2026-10-23
NWF Advisory Services Inc.
INCREASED28,39728,065+332+1%$21.0M$21.7M+$729.4K2026-10-19
Retirement Systems of Alabama
DECREASED28,27628,708-432-1%$21.5M$21.7M+$156.0K2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED28,23728,809-572-2%$21.6M$21.6M+$50.6K2026-10-09
Myriad Asset Management Advisors LLC
NEW28,190—+28,190——$21.6M—2026-11-03
Centurion Wealth Management LLC
INCREASED28,04720,557+7,490+36%$15.4M$21.5M+$6.1M2026-10-13
Roger Wittlin Investment Advisory, LLC
INCREASED27,96627,557+409+1%$20.6M$21.4M+$780.3K2026-10-19
Compagnie Lombard Odier SCmA
DECREASED27,95630,575-2,619-9%$22.9M$21.4M-$1.5M2026-11-04
ACT Advisors, Llc.
DECREASED27,94728,726-779-3%$21.5M$21.4M-$109.4K2026-10-15
Beirne Wealth Consulting Services, LLC
INCREASED27,80527,441+364+1%$20.6M$21.3M+$745.5K2026-10-19
Cooper S Advisors, LLC
DECREASED27,67627,945-269-1%$20.9M$21.2M+$268.1K2026-11-03
Arch Global Advisors, LLC
INCREASED27,61926,286+1,333+5%$19.7M$21.2M+$1.5M2026-10-23
Parsons Capital Management Inc
INCREASED27,59527,575+20+0%$20.7M$21.1M+$482.5K2026-10-28
Gainline Financial Partners, LLC
INCREASED27,55324,119+3,434+14%$18.1M$21.1M+$3.0M2026-10-15
Trifecta Capital Advisors, LLC
INCREASED27,36826,620+748+3%$19.9M$21.0M+$1.0M2026-10-21
CWA Asset Management Group, LLC
INCREASED27,05925,990+1,069+4%$19.5M$20.7M+$1.3M2026-10-19
Sima Wealth Partners, LLC
INCREASED27,02526,925+100+0%$20.2M$20.7M+$533.2K2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED27,00027,00000%$20.2M$20.2M$02026-10-15
Pines Wealth Management, LLC
DECREASED26,98327,131-148-1%$20.3M$20.7M+$346.8K2026-10-21
Wiser Wealth Management, Inc
INCREASED26,76526,722+43+0%$20.0M$20.5M+$486.3K2026-10-14
Acropolis Investment Management, LLC
DECREASED26,59826,803-205-1%$20.1M$20.4M+$298.1K2026-10-08
Elyxium Wealth, LLC
INCREASED26,56624,041+2,525+11%$18.0M$20.3M+$2.3M2026-10-27
Inman Jager Wealth Management, LLC
INCREASED26,54625,197+1,349+5%$18.9M$20.3M+$1.5M2026-11-05
Cyndeo Wealth Partners, LLC
INCREASED26,46625,907+559+2%$19.4M$20.3M+$867.3K2026-10-16
Global Wealth Management Investment Advisory, Inc.
DECREASED26,29326,699-406-2%$20.0M$20.1M+$141.3K2026-11-04
Worth Asset Management, LLC
INCREASED26,1171,783+24,334+1365%$1.3M$20.0M+$18.7M2026-10-07
Bigelow Investment Advisors, LLC
DECREASED25,97926,068-890%$19.5M$19.9M+$373.5K2026-10-13
EPG Wealth Management LLC
DECREASED25,86725,907-400%$19.4M$19.8M+$408.7K2026-11-03
American National Bank of Texas
INCREASED25,81825,327+491+2%$19.0M$19.8M+$805.6K2026-10-07
Box Hill Private Wealth LLC
INCREASED25,73822,988+2,750+12%$17.2M$19.7M+$2.5M2026-10-05
Montecito Bank & Trust
DECREASED25,72525,770-450%$19.3M$19.7M+$402.6K2026-10-01
Nordwand Advisors, LLC
INCREASED25,72025,546+174+1%$19.1M$19.7M+$566.5K2026-11-05
Schear Investment Advisers, LLC
NEW25,638—+25,638——$19.6M—2026-10-14
Tempo Wealth, LLC
INCREASED25,63824,165+1,473+6%$18.1M$19.6M+$1.5M2026-10-14
Breakwater Capital Group
INCREASED25,60925,487+122+0%$19.1M$19.6M+$525.1K2026-10-09
New York Life Investment Management LLC
DECREASED25,60026,985-1,385-5%$20.2M$19.6M-$603.0K2026-11-04
Columbus Macro, LLC
DECREASED25,57825,616-380%$19.2M$19.6M+$405.7K2026-10-14
Central Trust Co
INCREASED25,57225,155+417+2%$18.8M$19.6M+$746.0K2026-11-05
Secure Asset Management, LLC
INCREASED25,49324,557+936+4%$18.4M$19.5M+$1.1M2026-10-19
Patriot Investment Management Group, Inc.
DECREASED24,95025,206-256-1%$18.9M$19.1M+$231.5K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED24,88628,276-3,390-12%$21.2M$19.1M-$2.1M2026-11-04
First National Trust Co
INCREASED24,82724,257+570+2%$18.2M$19.0M+$847.9K2026-10-28
Baring Financial LLC
INCREASED24,80624,164+642+3%$18.1M$19.0M+$901.6K2026-10-07
Harbor Investment Advisory, LLC
DECREASED24,74324,813-700%$18.6M$18.9M+$367.2K2026-10-13
Beacon Advisors Holdings, LLC
INCREASED24,51524,178+337+1%$18.1M$18.8M+$668.1K2026-10-27
SMI Advisory Services, LLC
INCREASED24,49524,446+49+0%$18.5M$19.2M+$703.4K2026-10-13
ETF Store, Inc.
INCREASED24,37124,062+309+1%$18.0M$18.7M+$644.9K2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED24,15223,648+504+2%$17.7M$18.5M+$787.3K2026-10-20
Meadow Creek Wealth Advisors LLC
INCREASED24,13022,991+1,139+5%$17.2M$18.5M+$1.3M2026-11-02
Xponance LLC
INCREASED24,05916,826+7,233+43%$12.6M$18.4M+$5.8M2026-11-03
Ironwood Wealth Management, Inc.
DECREASED23,96324,148-185-1%$18.2M$18.6M+$392.8K2026-10-14
Anderson Hoagland & Co
INCREASED23,90523,629+276+1%$17.7M$18.3M+$649.5K2026-10-23
Cherry Tree Wealth Management, LLC
INCREASED23,84423,740+104+0%$17.8M$18.3M+$482.7K2026-10-15
Hoese & Co LLP
DECREASED23,84023,906-660%$17.9M$18.3M+$354.7K2026-10-21
Sound Income Strategies, LLC
INCREASED23,76022,945+815+4%$17.2M$18.5M+$1.3M2026-10-09
Parisi Gray Wealth Management
DECREASED23,59924,135-536-2%$18.1M$18.1M-$1.1K2026-10-16
Sapient Capital LLC
DECREASED23,55632,011-8,455-26%$24.0M$18.0M-$5.9M2026-10-08
Benchmark Financial Wealth Advisors, LLC
INCREASED23,48821,272+2,216+10%$15.9M$18.0M+$2.1M2026-10-20
Steel Grove Capital Advisors, LLC
DECREASED23,47723,553-760%$17.6M$18.0M+$341.2K2026-10-13
Roof Eidam Maycock Peralta, LLC
INCREASED23,44923,215+234+1%$17.4M$18.0M+$573.5K2026-10-15
Envision Financial LLC
INCREASED23,3313,690+19,641+532%$2.8M$2.3M-$503.1K2026-10-15
Gerald Baker Financial Group LLC
INCREASED23,30322,718+585+3%$17.0M$17.8M+$833.5K2026-10-09
Genesis Private Wealth, LLC
DECREASED23,19324,321-1,128-5%$18.2M$17.8M-$451.4K2026-11-02
DWR Wealth Management, LLC
DECREASED23,12023,234-1140%$17.3M$17.7M+$454.7K2026-10-13
Private Trust Co NA
INCREASED23,09621,030+2,066+10%$15.7M$17.7M+$1.9M2026-10-20
Verum Partners LLC
DECREASED23,03323,767-734-3%$17.8M$17.6M-$159.2K2026-10-21
Omega Financial Group, LLC
DECREASED22,99423,260-266-1%$17.4M$17.6M+$190.8K2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED22,91225,392-2,480-10%$19.0M$17.5M-$1.5M2026-10-05
PFG Advisors
DECREASED22,80222,819-170%$17.1M$17.5M+$374.5K2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED22,75041,750-19,000-46%$31.3M$17.4M-$13.8M2026-11-03
Advisory Solutions Group, LLC
INCREASED22,67312,025+10,648+89%$9.0M$17.4M+$8.4M2026-10-14
Forbes Financial Planning, Inc.
DECREASED22,63522,945-310-1%$17.2M$17.3M+$151.3K2026-10-23
Avestar Capital, LLC
DECREASED22,55327,013-4,460-17%$20.2M$17.3M-$3.0M2026-10-28
Commonwealth Retirement Investments LLC
INCREASED22,48013,227+9,253+70%$9.9M$17.2M+$7.3M2026-10-26
Motive Wealth Advisors
DECREASED22,39322,414-210%$16.8M$17.1M+$364.1K2026-10-26
DecisionMap Wealth Management, LLC
INCREASED22,37721,569+808+4%$16.2M$17.1M+$984.8K2026-10-29
MFA Wealth Services
INCREASED22,20921,704+505+2%$16.3M$17.0M+$754.5K2026-10-14
Sound Stewardship, LLC
INCREASED22,18821,356+832+4%$16.0M$17.0M+$999.7K2026-10-14
Portfolio Resources Advisor Group, Inc.
INCREASED22,14321,819+324+1%$16.3M$17.0M+$618.2K2026-10-20
Claro Advisors Inc.
INCREASED22,04820,715+1,333+6%$15.5M$16.9M+$1.4M2026-11-02
Integrity Advisory Solutions, LLC
INCREASED22,04218,332+3,710+20%$13.7M$16.9M+$3.2M2026-10-29
Greenhouse Wealth Management, LLC
DECREASED21,96322,130-167-1%$16.6M$16.8M+$247.1K2026-10-20
Balefire, LLC
INCREASED21,82817,608+4,220+24%$13.2M$16.7M+$3.5M2026-10-09
GFS Advisors, LLC
INCREASED21,82021,640+180+1%$210.9K$16.7M+$16.5M2026-11-03
Global Wealth Management, LLC
DECREASED21,75523,345-1,590-7%$17.5M$16.7M-$821.7K2026-10-15
Novem Group
INCREASED21,74820,874+874+4%$15.6M$16.7M+$1.0M2026-10-19
Archvest Wealth Advisors, Inc.
INCREASED21,69320,719+974+5%$15.5M$16.6M+$1.1M2026-10-29
ASL Financial, LLC
INCREASED21,64919,377+2,272+12%$14.5M$16.6M+$2.1M2026-10-15
Fusion Capital, LLC
DECREASED21,64622,272-626-3%$16.7M$16.6M-$101.7K2026-10-28
Moisand Fitzgerald Tamayo, LLC
DECREASED21,58722,439-852-4%$16.8M$16.5M-$271.7K2026-10-15
Park National Corp
DECREASED21,56222,006-444-2%$16.5M$16.5M+$33.2K2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED21,55220,833+719+3%$15.6M$16.5M+$903.8K2026-10-27
Lanark Financial, Inc.
INCREASED21,53720,592+945+5%$15.4M$16.5M+$1.1M2026-10-26
Oarsman Capital, Inc.
DECREASED21,50321,685-182-1%$16.2M$16.5M+$228.4K2026-11-05
Sepio Capital, LP
INCREASED21,48720,923+564+3%$15.7M$16.5M+$787.0K2026-10-22
Lakeshore Capital Group, Inc.
DECREASED21,42521,671-246-1%$16.2M$16.4M+$179.1K2026-10-20
Bright Financial Advisors, Inc.
DECREASED21,33721,424-870%$16.0M$16.3M+$295.2K2026-10-23
Kooman & Associates
INCREASED21,25421,248+6+0%$15.9M$16.3M+$365.4K2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED21,16421,16400%$15.8M$15.8M$02026-10-13
TSA Wealth Managment LLC
DECREASED21,13821,345-207-1%$16.0M$16.2M+$203.8K2026-10-22
Post Resch Tallon Group Inc.
INCREASED21,13320,005+1,128+6%$15.0M$16.2M+$1.2M2026-10-09
Objective Capital Management, LLC
INCREASED21,01820,659+359+2%$15.5M$16.1M+$625.3K2026-10-13
Rossby Financial, LCC
INCREASED21,0049,151+11,853+130%$6.8M$16.1M+$9.3M2026-11-05
Vista Finance, LLC
INCREASED20,98316,853+4,130+25%$12.6M$16.1M+$3.4M2026-10-23
Ted Buchan & Co
INCREASED20,58320,557+26+0%$15.4M$15.8M+$368.9K2026-10-23
Peterson Wealth Advisors, LLC
DECREASED20,57620,944-368-2%$15.7M$15.8M+$73.5K2026-10-08
Chicago Capital, LLC
INCREASED20,57220,531+41+0%$15.4M$15.8M+$379.5K2026-10-13
Telos Capital Management, Inc.
INCREASED20,45020,277+173+1%$15.2M$15.7M+$476.4K2026-11-02
North Star Investment Management Corp.
DECREASED20,36620,607-241-1%$15.4M$15.6M+$164.7K2026-10-27
International Assets Investment Management, LLC
INCREASED20,11918,942+1,177+6%$14.2M$15.4M+$1.2M2026-11-02
Revolve Wealth Partners, LLC
DECREASED20,10220,525-423-2%$15.4M$15.4M+$24.4K2026-10-23
North Berkeley Wealth Management, LLC
INCREASED20,08718,801+1,286+7%$14.1M$15.4M+$1.3M2026-11-02
Nfsg Corp
INCREASED20,07818,831+1,247+7%$14.1M$15.4M+$1.3M2026-10-15
Instrumental Wealth, LLC
INCREASED20,00419,073+931+5%$14.3M$15.3M+$1.0M2026-10-20
Foundation Wealth Management, Llc\pa
DECREASED19,82923,813-3,984-17%$17.8M$15.2M-$2.6M2026-10-14
Precedent Wealth Partners, LLC
INCREASED19,79419,774+20+0%$14.8M$15.2M+$350.7K2026-10-21
Pembroke Management, LTD
DECREASED19,78020,566-786-4%$15.4M$15.1M-$253.2K2026-10-21
Koshinski Asset Management, Inc.
DECREASED19,67120,306-635-3%$15.2M$15.1M-$142.0K2026-10-29
Horst & Graben Wealth Management LLC
INCREASED19,56518,580+985+5%$13.9M$15.0M+$1.1M2026-11-02
Doliver Advisors, LP
DECREASED19,52721,445-1,918-9%$16.1M$15.0M-$1.1M2026-10-01
Sentry LLC
DECREASED19,49119,936-445-2%$14.9M$14.9M-$2.7K2026-10-30
Cornerstone Wealth Partners, LLC
INCREASED19,46916,875+2,594+15%$12.6M$14.9M+$2.3M2026-10-28
Shulman DeMeo Asset Management LLC
DECREASED19,39719,410-130%$14.5M$15.1M+$559.9K2026-10-09
CrossGen Wealth, LLC
DECREASED19,21619,739-523-3%$14.8M$14.7M-$66.3K2026-10-30
Davenport & Co LLC
DECREASED19,21219,846-634-3%$14.9M$14.7M-$149.0K2026-10-14
Wealth Management Partners, LLC
DECREASED19,16219,785-623-3%$14.8M$14.7M-$141.6K2026-10-21
Williams Jones Wealth Management, Llc.
DECREASED19,00619,046-400%$14.3M$14.6M+$292.4K2026-11-05
Wedmont Private Capital
INCREASED18,98617,078+1,908+11%$12.9M$14.8M+$1.8M2026-10-09
Centennial Wealth Advisory LLC
DECREASED18,79619,025-229-1%$14.3M$14.4M+$146.0K2026-10-16
MidAtlantic Capital Management, Inc.
DECREASED18,63419,649-1,015-5%$14.7M$14.3M-$444.1K2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED18,59419,184-590-3%$14.4M$14.2M-$126.5K2026-10-27
Tanglewood Wealth Management, Inc.
NEW18,569—+18,569——$14.2M—2026-10-23
MinichMacGregor Wealth Management, LLC
INCREASED18,55018,500+50+0%$13.9M$14.2M+$352.3K2026-10-14
Latitude Advisors, LLC
DECREASED18,52519,210-685-4%$14.4M$14.2M-$199.0K2026-10-27
Postrock Partners LLC
DECREASED18,51218,522-100%$13.9M$14.2M+$306.5K2026-11-02
MBE Wealth Management, LLC
INCREASED18,43218,305+127+1%$13.7M$14.1M+$407.6K2026-10-26
Welch Group, LLC
INCREASED18,39018,233+157+1%$13.7M$14.1M+$429.8K2026-10-29
UMB Private Wealth Management, LLC
NEW18,388—+18,388——$14.1M—2026-10-19
Carnegie Lake Advisors LLC
INCREASED18,384436+17,948+4117%$326.5K$333.9K+$7.4K2026-11-03
Bison Wealth, LLC
INCREASED18,34317,633+710+4%$13.3M$14.3M+$1.0M2026-10-13
Redw Wealth LLC
DECREASED18,32719,577-1,250-6%$14.7M$14.0M-$625.6K2026-11-02
Busey Bank
INCREASED18,24816,960+1,288+8%$12.7M$14.0M+$1.3M2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
DECREASED18,05518,828-773-4%$14.0M$13.8M-$201.9K2026-10-29
Syntax Research, Inc.
DECREASED17,84218,266-424-2%$13.7M$13.7M-$14.7K2026-11-04
Alterna Wealth Management, Inc
INCREASED17,78811,856+5,932+50%$8.9M$13.6M+$4.7M2026-10-27
Trail Ridge Investment Advisors, LLC
INCREASED17,64617,470+176+1%$13.1M$13.5M+$431.1K2026-10-16
4Thought Financial Group Inc.
DECREASED17,62319,967-2,344-12%$15.0M$13.5M-$1.5M2026-11-02
Yanni & Associates Investment Advisors, LLC
DECREASED17,51017,828-318-2%$13.4M$13.4M+$58.8K2026-10-14
Smart Wealth LLC
INCREASED17,48414,406+3,078+21%$10.8M$13.4M+$2.6M2026-11-04
American National Bank & Trust
INCREASED17,47117,451+20+0%$13.1M$13.4M+$311.3K2026-10-07
Bulwark Capital Corp
INCREASED17,42816,326+1,102+7%$12.2M$13.3M+$1.1M2026-10-13
HUB Investment Partners, LLC
INCREASED17,38217,261+121+1%$12.9M$13.3M+$385.5K2026-11-03
Emerald Advisors, LLC
INCREASED17,36917,224+145+1%$12.9M$13.3M+$403.0K2026-10-13
Tred Avon Family Wealth, LLC
INCREASED17,23216,175+1,057+7%$12.1M$13.2M+$1.1M2026-10-20
Focus Wealth Advisors, LLC
DECREASED17,23017,263-330%$12.9M$13.2M+$267.5K2026-10-14
Columbia Bank
INCREASED17,19117,080+111+1%$12.8M$13.2M+$374.7K2026-10-29
Advisory Resource Group
DECREASED17,17217,909-737-4%$13.4M$13.2M-$260.4K2026-10-26
Founders Financial Securities LLC
DECREASED17,17017,247-770%$12.9M$13.1M+$233.3K2026-10-28
Bank Pictet & Cie (Europe) AG
UNCHANGED17,06817,06800%$12.8M$13.1M+$289.5K2026-10-20
Eagle Strategies LLC
DECREASED16,95217,298-346-2%$13.0M$13.0M+$28.8K2026-10-16
Louisbourg Investments Inc.
DECREASED16,92017,250-330-2%$12.9M$13.0M+$39.8K2026-10-20
Milestone Investment Advisors LLC
INCREASED16,90116,755+146+1%$12.5M$12.9M+$396.0K2026-11-05
Schorn Wealth LLC
INCREASED16,89114,635+2,256+15%$11.0M$12.9M+$2.0M2026-10-14
Blueprint Investment Partners LLC
DECREASED16,85016,945-95-1%$12.7M$12.9M+$214.0K2026-10-28
Verdence Capital Advisors LLC
INCREASED16,82616,796+30+0%$12.6M$12.9M+$308.5K2026-10-26
Prairie Advisory, LLC
INCREASED16,5587,423+9,135+123%$5.6M$12.7M+$7.1M2026-10-19
Abacus Planning Group, Inc.
INCREASED16,55514,754+1,801+12%$11.0M$12.7M+$1.6M2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED16,51916,384+135+1%$12.4M$12.8M+$469.1K2026-10-13
Mechanics Financial Corp
INCREASED16,51315,650+863+6%$11.7M$12.6M+$926.4K2026-11-05
Connecticut Wealth Management, LLC
DECREASED16,48316,670-187-1%$12.5M$12.6M+$139.7K2026-10-13
Zenith Solutions, Inc.
INCREASED16,47415,850+624+4%$11.9M$12.6M+$746.5K2026-10-19
Triad Wealth Partners, LLC
INCREASED16,43215,577+855+5%$11.9M$12.6M+$725.6K2026-10-26
jvl associates llc
DECREASED16,42317,402-979-6%$13.0M$12.6M-$454.6K2026-10-09
One Day In July LLC
DECREASED16,38117,579-1,198-7%$13.2M$12.5M-$619.4K2026-10-30
XY Planning Network, Inc.
INCREASED16,30814,106+2,202+16%$10.6M$12.5M+$1.9M2026-10-14
Joel Isaacson & Co., LLC
INCREASED16,08515,057+1,028+7%$11.3M$12.3M+$1.0M2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED16,01117,344-1,333-8%$13.0M$12.3M-$725.9K2026-10-14
Security National Bank
INCREASED16,01115,348+663+4%$11.5M$12.3M+$768.1K2026-10-26
Krilogy Financial LLC
INCREASED16,00515,195+810+5%$11.4M$12.5M+$1.1M2026-10-13
Fortress Financial Solutions, LLC
NEW15,972—+15,972——$12.2M—2026-10-14
Unify Financial Advisors
INCREASED15,89714,291+1,606+11%$10.7M$12.2M+$1.5M2026-11-03
EdgeRock Capital LLC
INCREASED15,84715,404+443+3%$11.5M$12.1M+$600.1K2026-11-03
Ticino Wealth
INCREASED15,83615,468+368+2%$11.6M$12.1M+$544.2K2026-10-13
Solstein Capital, LLC
UNCHANGED15,79815,79800%$11.8M$12.1M+$267.9K2026-11-02
Platform Technology Partners
DECREASED15,78015,946-166-1%$11.9M$12.1M+$143.0K2026-11-02
Evergreen Capital Management LLC
DECREASED15,75815,829-710%$11.9M$12.1M+$213.6K2026-10-23
TCI Wealth Advisors, Inc.
DECREASED15,68515,751-660%$11.8M$12.0M+$216.5K2026-10-30
Chung Wu Investment Group, LLC
DECREASED15,65315,868-215-1%$11.9M$12.0M+$104.5K2026-11-03
Boyd Wealth Management, LLC
DECREASED15,60215,648-460%$11.7M$11.9M+$230.2K2026-10-20
Riverbend Wealth Management, LLC
INCREASED15,47213,369+2,103+16%$10.0M$11.8M+$1.8M2026-10-15
Keystone Global Partners, LLC
INCREASED15,46311,987+3,476+29%$9.0M$11.8M+$2.9M2026-10-13
Independent Solutions Wealth Management, LLC
INCREASED15,36015,125+235+2%$11.3M$11.8M+$436.5K2026-10-28
First Heartland Consultants, Inc.
DECREASED15,35317,602-2,249-13%$13.2M$11.8M-$1.4M2026-10-08
Carnegie Investment Counsel
DECREASED15,34115,388-470%$11.5M$11.7M+$225.0K2026-10-20
Mountain Hill Investment Partners Corp.
INCREASED15,32615,295+31+0%$11.5M$11.7M+$283.1K2026-10-23
W Advisors, LLC
INCREASED15,23514,997+238+2%$11.2M$11.7M+$436.6K2026-11-02
Chapin Davis, Inc.
INCREASED15,20714,991+216+1%$11.2M$11.6M+$419.8K2026-10-09
Sugar Maple Asset Management, LLC
INCREASED15,17714,720+457+3%$11.0M$11.6M+$600.2K2026-10-13
Titleist Asset Management, LLC
INCREASED14,96113,853+1,108+8%$10.4M$11.5M+$1.1M2026-10-08
Gen-Wealth Partners Inc
INCREASED14,90514,691+214+1%$11.0M$11.4M+$412.9K2026-11-04
National Wealth Management Group, LLC
DECREASED14,86614,888-220%$11.1M$11.4M+$235.7K2026-10-26
Geneva Partners, LLC
INCREASED14,79214,642+150+1%$11.0M$11.3M+$363.4K2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED14,76114,992-231-2%$11.2M$11.3M+$77.2K2026-11-04
Montis Financial, LLC
DECREASED14,71415,098-384-3%$11.3M$11.3M-$38.3K2026-11-04
Investment Management Corp
DECREASED14,63414,716-82-1%$11.0M$11.2M+$186.9K2026-11-03
Asset Allocation & Management Company, LLC
UNCHANGED14,59514,59500%$10.9K$11.2K+$2482026-10-13
TFB Advisors LLC
INCREASED14,57412,692+1,882+15%$9.5M$11.2M+$1.7M2026-11-02
SC&H Financial Advisors, Inc.
DECREASED14,54115,422-881-6%$11.5M$11.1M-$413.6K2026-10-14
Bestgate Wealth Advisors, LLC
INCREASED14,5329,904+4,628+47%$7.4M$11.1M+$3.7M2026-10-13
Calamos Advisors LLC
INCREASED14,52514,421+104+1%$10.8M$11.1M+$324.2K2026-11-02
AMI Investment Management Inc
INCREASED14,51913,136+1,383+11%$9.8M$11.1M+$1.3M2026-10-27
Meridian Financial Advisors, LLC
DECREASED14,45114,620-169-1%$10.9M$11.1M+$118.5K2026-10-14
WPG Advisers, LLC
INCREASED14,34714,227+120+1%$10.7M$11.0M+$333.3K2026-10-27
Successful Portfolios LLC
DECREASED14,30514,309-40%$10.8M$11.1M+$294.4K2026-10-09
Arrien Investments, Inc.
DECREASED14,30414,703-399-3%$11.0M$11.0M-$56.2K2026-10-30
Apex Wealth Management, LLC
DECREASED14,27614,431-155-1%$10.8M$10.9M+$125.7K2026-10-20
Maseco LLP
DECREASED14,24615,027-781-5%$11.3M$10.9M-$357.3K2026-10-27
waypoint wealth counsel
INCREASED14,14113,858+283+2%$10.4M$10.8M+$451.6K2026-10-22
Signal Advisors Wealth, LLC
INCREASED14,13112,171+1,960+16%$9.1M$10.8M+$1.7M2026-10-13
AWM Capital, LLC
INCREASED14,10913,545+564+4%$10.1M$10.8M+$662.3K2026-10-16
Facet Wealth, Inc.
INCREASED14,08613,289+797+6%$10.0M$10.8M+$835.7K2026-11-04
Marin Bay Wealth Advisors, LLC
DECREASED14,04014,237-197-1%$10.7M$10.8M+$90.4K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED13,97615,560-1,584-10%$11.7M$10.7M-$949.2K2026-10-13
Blueprint Financial Advisors LLC
DECREASED13,94813,991-430%$10.5M$10.7M+$204.0K2026-10-28
BCU Wealth Advisors, LLC
INCREASED13,92813,727+201+1%$10.3M$10.7M+$386.5K2026-10-16
Aprio Wealth Management, LLC
DECREASED13,92516,306-2,381-15%$12.2M$10.7M-$1.5M2026-10-28
Schuylkill Financial LLC
DECREASED13,92114,627-706-5%$11.0M$10.7M-$293.2K2026-10-21
Marathon Strategic Advisors, LLC
DECREASED13,89414,417-523-4%$10.8M$10.6M-$156.0K2026-10-20
Curated Wealth Partners LLC
INCREASED13,85713,595+262+2%$10.2M$10.6M+$431.2K2026-10-15
Quartz Partners, LLC
INCREASED13,85113,407+444+3%$10.0M$10.6M+$566.9K2026-11-03
Riverwater Partners LLC
DECREASED13,83713,935-98-1%$10.4M$10.6M+$161.2K2026-11-03
Indivisible Partners
INCREASED13,78111,138+2,643+24%$8.3M$10.6M+$2.2M2026-10-26
Two West Capital Advisors LLC
INCREASED13,74112,819+922+7%$9.6M$10.5M+$992.0K2026-10-15
Trust Point Inc.
INCREASED13,70413,533+171+1%$10.1M$10.5M+$360.5K2026-10-27
C2c Wealth Management, LLC
INCREASED13,68313,614+69+1%$10.2M$10.5M+$283.0K2026-10-20
First Bank & Trust
INCREASED13,66811,562+2,106+18%$8.7M$10.5M+$1.8M2026-10-19
Axxcess Wealth Management, LLC
DECREASED13,64963,186-49,537-78%$47.3M$10.5M-$36.9M2026-10-21
Welch & Forbes LLC
DECREASED13,64516,765-3,120-19%$12.6M$10.5M-$2.1M2026-11-04
Legacy Advisory Services, LLC
INCREASED13,6348,162+5,472+67%$6.1M$10.4M+$4.3M2026-10-20
Barrett & Company, Inc.
INCREASED13,61112,919+692+5%$9.7M$10.4M+$748.9K2026-10-22
Activest Wealth Management
DECREASED13,57613,590-140%$10.2M$10.4M+$220.0K2026-10-15
S.A. Mason LLC
DECREASED13,52913,540-110%$10.1M$10.4M+$221.2K2026-10-13
Greenwood Gearhart LLC
DECREASED13,43813,559-121-1%$10.2M$10.3M+$137.7K2026-11-02
Raleigh Capital Management Inc.
INCREASED13,43513,069+366+3%$9.8M$10.3M+$501.7K2026-10-28
Nilsine Partners, LLC
INCREASED13,41512,993+422+3%$9.7M$10.3M+$543.5K2026-11-02
MW Advisory, LLC
INCREASED13,39911,450+1,949+17%$8.6M$10.3M+$1.7M2026-10-19
Basso Capital Management, L.P.
INCREASED13,39112,717+674+5%$9.5M$10.3M+$731.9K2026-10-30
Cutler Investment Counsel LLC
DECREASED13,37714,234-857-6%$10.7M$10.2M-$415.2K2026-10-28
Cullen T Bankers, Inc.
INCREASED13,36411,431+1,933+17%$8.6M$10.2M+$1.7M2026-10-28
First Growth Capital LLC
INCREASED13,35113,173+178+1%$9.9M$10.2M+$359.1K2026-10-15
Strategy Asset Managers LLC
INCREASED13,34713,239+108+1%$9.9M$10.2M+$306.7K2026-10-14
Lexington Hill Partners, LLC
INCREASED13,21013,180+30+0%$9.9M$10.1M+$246.8K2026-10-13
Hilltop National Bank
DECREASED13,16213,683-521-4%$10.2M$10.1M-$166.9K2026-10-14
Florida Trust Wealth Management Co
INCREASED13,1569,621+3,535+37%$7.2M$10.1M+$2.9M2026-11-05
Uptick Partners, LLC
DECREASED13,13813,303-165-1%$10.0M$10.1M+$99.1K2026-11-04
Cosner Financial Group, LLC
DECREASED13,11813,270-152-1%$9.9M$10.0M+$102.1K2026-11-03
Mendota Financial Group, LLC
DECREASED13,10913,196-87-1%$9.9M$10.0M+$157.2K2026-10-07
Purewater Capital LLC
INCREASED13,09512,910+185+1%$9.7M$10.0M+$361.2K2026-10-23
DeLarme Wealth Management, Inc.
INCREASED13,05612,841+215+2%$9.6M$10.0M+$382.7K2026-10-30
Washington Trust Co
INCREASED12,99412,474+520+4%$9.3M$10.0M+$609.8K2026-10-22
King Luther Capital Management Corp
DECREASED12,96713,493-526-4%$10.1M$9.9M-$174.0K2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED12,93114,296-1,365-10%$10.7M$9.9M-$803.0K2026-10-14
MSH Capital Advisors LLC
INCREASED12,91812,902+16+0%$9.7M$9.9M+$231.3K2026-11-03
Gallagher Capital Advisors, LLC
DECREASED12,91412,967-530%$9.7M$9.9M+$179.4K2026-10-09
Navigoe, LLC
INCREASED12,90312,752+151+1%$9.5M$9.9M+$332.0K2026-11-04
Leuthold Group, LLC
DECREASED12,82913,036-207-2%$9.8M$9.8M+$62.6K2026-11-04
Shoker Investment Counsel, Inc.
DECREASED12,81513,013-198-2%$9.7M$9.8M+$69.9K2026-11-04
Investment Research Partners LLC
DECREASED12,80912,901-92-1%$9.7M$9.8M+$148.5K2026-10-19
Pension & Wealth Management Advisors, Inc.
DECREASED12,78713,074-287-2%$9.8M$9.8M+$1.9K2026-10-16
Prudent Man Advisors, LLC
DECREASED12,74412,854-110-1%$9.6M$9.8M+$133.8K2026-11-03
Confluence Wealth Services, Inc.
INCREASED12,73312,418+315+3%$9.3M$9.8M+$451.6K2026-11-05
Canvas Wealth Advisors, LLC
DECREASED12,71013,883-1,173-8%$10.4M$9.8M-$572.5K2026-11-02
West Bancorporation Inc
DECREASED12,70012,811-111-1%$9.6M$9.7M+$132.3K2026-10-29
Pittenger & Anderson Inc
DECREASED12,66113,473-812-6%$10.1M$9.7M-$393.4K2026-11-02
Reality Financial Planning Services, LLC
DECREASED12,63612,692-560%$9.5M$9.7M+$172.6K2026-11-03
McMill Wealth Management
DECREASED12,63412,687-530%$9.5M$9.7M+$174.6K2026-11-05
AA Financial Advisors, LLC
INCREASED12,5319,783+2,748+28%$7.3M$9.6M+$2.3M2026-10-19
Wall Capital Group, Inc.
INCREASED12,51912,314+205+2%$9.2M$9.6M+$366.5K2026-10-14
Innovative Wealth Building LLC
INCREASED12,51511,941+574+5%$8.9M$9.6M+$642.5K2026-10-14
Sage Mountain Advisors LLC
DECREASED12,41812,524-106-1%$9.4M$9.5M+$131.2K2026-11-02
Henderson Brothers Financial Partners, LLC
INCREASED12,41511,872+543+5%$8.9M$9.5M+$616.7K2026-11-03
KWB Wealth
DECREASED12,39612,547-151-1%$9.4M$9.5M+$96.6K2026-10-16
First Financial Corp
UNCHANGED12,38012,38000%$9.3M$9.5M+$210.0K2026-10-13
Vestor Capital, LLC
DECREASED12,335290,584-278,249-96%$30.2K$7.5K-$22.6K2026-11-04
Larson Financial Group LLC
INCREASED12,2569,992+2,264+23%$7.5M$9.4M+$1.9M2026-11-05
PUREfi Wealth, LLC
INCREASED12,19011,593+597+5%$8.7M$9.3M+$653.9K2026-10-19
Retirement Planning Group, LLC
DECREASED12,18212,305-123-1%$9.2M$9.3M+$114.3K2026-10-19
Flower City Capital
DECREASED12,11012,150-400%$9.1M$9.3M+$175.4K2026-10-15
HighRoad Wealth Advisors, LLC
DECREASED12,08712,450-363-3%$9.3M$9.3M-$67.2K2026-10-14
Strid Group, LLC
INCREASED12,0528,589+3,463+40%$6.4M$9.2M+$2.8M2026-10-28
Index Fund Advisors, Inc.
DECREASED11,99712,318-321-3%$9.2M$9.2M-$36.6K2026-11-05
Stash Investments, LLC
INCREASED11,9935,046+6,947+138%$3.8M$9.2M+$5.4M2026-10-26
Semus Wealth Partners LLC
INCREASED11,90011,087+813+7%$8.3M$9.1M+$810.5K2026-10-22
Jacobi Capital Management LLC
DECREASED11,83611,877-410%$8.9M$9.1M+$170.3K2026-11-05
KCM Investment Advisors LLC
DECREASED11,78811,839-510%$8.9M$9.0M+$161.6K2026-10-27
FSM Wealth Advisors, LLC
INCREASED11,76411,220+544+5%$8.4M$9.1M+$741.5K2026-10-27
InTrack Investment Management Inc
DECREASED11,75612,709-953-7%$9.5M$9.0M-$514.2K2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED11,68111,766-85-1%$8.8M$8.9M+$134.8K2026-10-19
Badgley Phelps Wealth Managers, LLC
INCREASED11,66911,379+290+3%$8.5M$8.9M+$414.5K2026-10-22
TradeWell Securities, Llc.
DECREASED11,64611,737-91-1%$8.8M$8.9M+$129.2K2026-10-21
Salem Investment Counselors Inc
INCREASED11,6309,978+1,652+17%$7.5M$8.9M+$1.4M2026-10-13
Allodium Investment Consultants, LLC
DECREASED11,62211,871-249-2%$8.9M$8.9M+$10.6K2026-10-14
Wavvest Wealth LLC
NEW11,611—+11,611——$8.9M—2026-10-21
Trust Co of Vermont
DECREASED11,60912,272-663-5%$9.2M$8.9M-$299.6K2026-10-21
Sterling Investment Counsel, LLC
INCREASED11,58511,581+4+0%$8.7M$8.9M+$198.8K2026-10-19
Rede Wealth, LLC
DECREASED11,58111,666-85-1%$8.7M$8.9M+$132.7K2026-10-22
Sterling Financial Planning, Inc.
DECREASED11,53912,282-743-6%$9.2M$8.8M-$360.7K2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED11,51711,979-462-4%$9.0M$8.8M-$150.7K2026-10-21
Meridian Financial Partners LLC
DECREASED11,45811,610-152-1%$8.8M$8.9M+$76.9K2026-10-23
Hohimer Wealth Management, LLC
DECREASED11,45011,604-154-1%$8.7M$8.8M+$79.0K2026-11-04
Asempa Wealth Advisors
INCREASED11,41411,387+27+0%$8.5M$8.8M+$231.3K2026-10-07
Maia Wealth LLC
DECREASED11,39314,689-3,296-22%$11.0M$8.7M-$2.3M2026-10-19
MRA Advisory Group
DECREASED11,37211,504-132-1%$8.6M$8.7M+$94.0K2026-10-07
Transcendent Capital Group LLC
DECREASED11,35012,570-1,220-10%$9.4M$8.7M-$721.4K2026-10-28
Wespac Advisors, LLC
INCREASED11,3467,201+4,145+58%$5.4M$8.7M+$3.3M2026-10-26
DKM Wealth Management, Inc.
DECREASED11,29711,309-120%$8.5M$8.7M+$182.7K2026-10-09
Turtle Creek Wealth Advisors, LLC
INCREASED11,28211,272+10+0%$8.4M$8.6M+$198.6K2026-10-15
TritonPoint Partners, LLC
DECREASED11,26720,818-9,551-46%$15.6M$8.6M-$7.0M2026-11-05
Equity Wealth Partners, LLC
DECREASED11,21212,428-1,216-10%$9.3M$8.6M-$720.4K2026-10-26
Investment Partners, Ltd.
INCREASED11,1744,984+6,190+124%$3.7M$8.6M+$4.8M2026-10-29
AGF Management LTD
DECREASED11,15912,389-1,230-10%$9.3M$8.5M-$731.9K2026-11-03
Salomon & Ludwin, LLC
DECREASED11,13111,292-161-1%$8.5M$8.5M+$71.0K2026-10-29
Triumph Capital Management
INCREASED11,08010,923+157+1%$8.2M$8.5M+$305.2K2026-10-14
Burke & Herbert Bank & Trust Co
DECREASED11,04711,706-659-6%$8.8M$8.5M-$306.2K2026-11-02
Intrua Financial, LLC
DECREASED11,00311,017-140%$8.3M$8.4M+$175.7K2026-10-28
Cassilly Financial Group LLC
INCREASED10,9957,322+3,673+50%$5.5M$8.4M+$2.9M2026-10-07
Wilkins Miller Wealth Management, LLC
DECREASED10,98111,046-65-1%$8.3M$8.4M+$137.6K2026-10-13
PFS Partners, LLC
DECREASED10,89610,949-530%$8.2M$8.3M+$144.7K2026-10-21
SFE Investment Counsel
DECREASED10,85610,876-200%$8.1M$8.3M+$169.1K2026-10-29
Fidato Wealth LLC
DECREASED10,79710,890-93-1%$8.2M$8.3M+$113.5K2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED10,78710,776+11+0%$8.1M$8.3M+$191.3K2026-10-08
Aletheian Wealth Advisors LLC
DECREASED10,78510,932-147-1%$8.2M$8.3M+$72.8K2026-10-08
NovaPoint Capital, LLC
INCREASED10,78010,012+768+8%$7.5M$8.3M+$758.0K2026-10-22
Yelin Lapidot Holdings Management Ltd.
INCREASED10,76810,721+47+0%$8.0M$8.2M+$217.8K2026-10-26
Interchange Capital Partners, LLC
DECREASED10,75210,882-130-1%$8.1M$8.2M+$78.9K2026-10-28
Pinnacle Bancorp, Inc.
DECREASED10,73410,813-79-1%$8.1M$8.2M+$122.9K2026-10-21
Smithbridge Asset Management Inc
INCREASED10,5922,216+8,376+378%$1.7M$8.1M+$6.5M2026-10-19
J.M. Arbour, LLC
DECREASED10,57610,611-350%$7.9M$8.1M+$152.6K2026-11-05
ZWJ Investment Counsel Inc
INCREASED10,4746,107+4,367+72%$4.6M$8.0M+$3.4M2026-10-15
Y.D. More Investments Ltd
DECREASED10,47216,287-5,815-36%$12.2M$8.0M-$4.2M2026-11-02
BlueChip Wealth Advisors LLC
INCREASED10,43210,285+147+1%$7.7M$8.0M+$287.0K2026-11-03
Allen Capital Group, LLC
INCREASED10,43110,418+13+0%$7.8M$8.0M+$186.4K2026-10-27
Stone Summit Wealth LLC
DECREASED10,37110,928-557-5%$8.2M$7.9M-$241.2K2026-10-14
United Community Bank
DECREASED10,37011,121-751-7%$8.3M$7.9M-$386.5K2026-10-28
Symphony Financial, Ltd. Co.
DECREASED10,34917,999-7,650-42%$13.4M$8.0M-$5.5M2026-10-22
Mosley Wealth Management
DECREASED10,30210,490-188-2%$7.9M$8.0M+$130.2K2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED10,28510,342-57-1%$7.7M$7.9M+$131.7K2026-10-29
Ridgecrest Wealth Partners, LLC
INCREASED10,2649,999+265+3%$7.5M$7.9M+$372.6K2026-10-19
Milestone Asset Management, LLC
DECREASED10,25518,751-8,496-45%$14.0M$7.9M-$6.2M2026-10-15
Baldwin Wealth Partners LLC
DECREASED10,20310,837-634-6%$8.1M$7.8M-$301.8K2026-10-13
Mogy Joel R Investment Counsel Inc
INCREASED10,1845,229+4,955+95%$3.9M$7.8M+$3.9M2026-10-13
Annex Advisory Services, LLC
INCREASED10,1709,563+607+6%$7.2M$7.8M+$626.9K2026-10-16
Johnson Financial Group, LLC
DECREASED10,16610,756-590-5%$8.1M$7.8M-$269.2K2026-11-03
Magnus Financial Group LLC
INCREASED10,1659,261+904+10%$6.9M$7.8M+$849.6K2026-10-21
Wincap Financial LLC
INCREASED10,1509,798+352+4%$7.3M$7.8M+$436.4K2026-10-20
Encompass Wealth Advisors, LLC
INCREASED10,1425,217+4,925+94%$3.9M$7.8M+$3.9M2026-10-15
Power Wealth Management LLC
INCREASED10,0969,846+250+3%$7.4M$7.7M+$358.5K2026-10-27
PCG Asset Management, LLC
INCREASED10,053594+9,459+1592%$444.8K$7.7M+$7.3M2026-11-05
Waters Parkerson & Co., LLC
DECREASED9,94910,417-468-4%$7.8M$7.6M-$181.7K2026-11-04
Daymark Wealth Partners, LLC
INCREASED9,9469,476+470+5%$7.1M$7.6M+$520.6K2026-11-04
Firethorn Wealth Partners, LLC
DECREASED9,93810,267-329-3%$7.7M$7.6M-$77.4K2026-10-14
Steph & Co
DECREASED9,93011,616-1,686-15%$8.7M$7.6M-$1.1M2026-10-07
Verity Asset Management, Inc.
INCREASED9,9189,443+475+5%$7.1M$7.6M+$520.8K2026-10-30
KDK Private Wealth Management, LLC
INCREASED9,9179,879+38+0%$7.4M$7.6M+$197.6K2026-11-03
Tempus Wealth Planning, LLC
DECREASED9,7909,897-107-1%$7.4M$7.5M+$85.9K2026-10-14
Patten Group, Inc.
DECREASED9,78310,473-690-7%$7.8M$7.5M-$350.6K2026-10-26
Tctc Holdings, LLC
INCREASED9,7709,282+488+5%$7.0M$7.5M+$531.2K2026-11-02
Pinnacle Wealth Planning Services, Inc.
INCREASED9,7478,690+1,057+12%$6.5M$7.5M+$956.9K2026-10-27
Brady Family Wealth, LLC
INCREASED9,7249,715+9+0%$7.3M$7.4M+$172.1K2026-11-02
Banque Pictet & CIE SA
DECREASED9,72210,032-310-3%$7.5M$7.4M-$67.3K2026-10-16
Burney Co/
INCREASED9,7059,472+233+2%$7.1M$7.4M+$339.5K2026-10-15
Variant Private Wealth, LLC
DECREASED9,6979,735-380%$7.3M$7.4M+$135.8K2026-10-21
Black Diamond Financial, LLC
INCREASED9,6839,428+255+3%$7.1M$7.4M+$355.2K2026-10-26
James J. Burns & Company, LLC
INCREASED9,6708,752+918+10%$6.6M$7.4M+$852.0K2026-10-22
Lake Street Private Wealth, LLC
INCREASED9,6269,505+121+1%$7.1M$7.4M+$253.0K2026-10-22
Landmark Wealth Management, LLC
DECREASED9,4759,785-310-3%$7.3M$7.3M-$71.2K2026-11-03
Journey Advisory Group, LLC
INCREASED9,4488,676+772+9%$6.5M$7.2M+$738.0K2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED9,3859,499-114-1%$7.1M$7.2M+$73.8K2026-10-09
Compass Ion Advisors, LLC
DECREASED9,3379,363-260%$7.0M$7.2M+$138.8K2026-10-23
Kestra Investment Management, LLC
DECREASED9,3039,837-534-5%$7.4M$7.1M-$242.0K2026-11-04
Rockwood Wealth Management, LLC
INCREASED9,2968,273+1,023+12%$6.2M$7.1M+$923.8K2026-10-27
Selective Wealth Management, Inc.
DECREASED9,2559,468-213-2%$7.1M$7.2M+$104.3K2026-10-16
Marathon Wealth Advisors LLC
INCREASED9,2448,418+826+10%$6.3M$7.1M+$775.5K2026-11-04
Sanchez Gaunt Capital Management, LLC
DECREASED9,2429,331-89-1%$7.0M$7.1M+$90.1K2026-11-03
Cassia Capital Partners, LLC
DECREASED9,2219,892-671-7%$7.4M$7.1M-$346.1K2026-11-04
Camden National Bank
DECREASED9,1909,279-89-1%$6.9M$7.0M+$89.2K2026-11-02
Obermeyer Wealth Partners
INCREASED9,1579,061+96+1%$6.8M$7.0M+$227.2K2026-10-21
Curat Global, LLC
DECREASED9,1469,487-341-4%$5.9M$7.0M+$1.1M2026-10-26
Jamison Private Wealth Management, Inc.
DECREASED9,1389,157-190%$6.9M$7.0M+$140.9K2026-10-14
Guyasuta Investment Advisors Inc
DECREASED9,1259,255-130-1%$6.9M$7.0M+$57.4K2026-10-15
Portside Wealth Group, LLC
INCREASED9,0866,817+2,269+33%$5.1M$7.0M+$1.9M2026-10-20
West Branch Capital LLC
DECREASED9,0849,179-95-1%$6.9M$7.0M+$83.2K2026-10-20
Trust Co
DECREASED9,0539,130-77-1%$6.8M$6.9M+$95.9K2026-10-09
OceanIQ Capital, LLC
INCREASED8,9818,416+565+7%$6.5M$7.0M+$502.7K2026-10-19
Parkside Financial Bank & Trust
DECREASED8,9799,320-341-4%$7.0M$6.9M-$103.1K2026-10-27
Bluedoor Private Wealth, LLC
UNCHANGED8,9788,97800%$6.7M$6.9M+$152.5K2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED8,90210,066-1,164-12%$7.5M$6.8M-$720.6K2026-10-14
Bayban
UNCHANGED8,9028,90200%$6.7M$6.7M$02026-11-05
Financial Perspectives, Inc
INCREASED8,8738,149+724+9%$6.1M$6.8M+$692.3K2026-11-03
GSG Advisors LLC
DECREASED8,8538,907-54-1%$6.7M$6.8M+$109.8K2026-11-03
Forum Financial Management, LP
INCREASED8,8518,501+350+4%$6.4M$6.8M+$412.0K2026-10-16
Forte Asset Management LLC
INCREASED8,8458,791+54+1%$6.6M$6.8M+$190.5K2026-10-13
Defined Wealth Management, LLC
UNCHANGED8,8278,82700%$6.6M$6.8M+$149.7K2026-10-19
Sunburst Financial Group, LLC
DECREASED8,7649,009-245-3%$6.7M$6.7M-$34.8K2026-10-09
Essential Planning, Llc.
DECREASED8,7299,064-335-4%$6.8M$6.7M-$102.8K2026-10-21
Cooper Financial Group
DECREASED8,7298,739-100%$6.5M$6.7M+$141.1K2026-10-07
Opulen Financial Group LLC
INCREASED8,6908,660+30+0%$6.5M$6.7M+$169.9K2026-10-22
United Advisor Group, LLC
INCREASED8,6755,733+2,942+51%$4.3M$6.6M+$2.4M2026-11-03
First Business Financial Services, Inc.
INCREASED8,6608,639+21+0%$6.5M$6.6M+$162.6K2026-10-29
Affiance Financial, LLC
DECREASED8,6598,781-122-1%$6.6M$6.6M+$55.4K2026-10-15
Kennicott Capital Management LLC
INCREASED8,6588,644+14+0%$6.5M$6.6M+$156.9K2026-10-16
Carret Asset Management, LLC
INCREASED8,6418,319+322+4%$6.2M$6.6M+$388.0K2026-11-04
Gilliland Jeter Wealth Management LLC
INCREASED8,6208,312+308+4%$6.2M$6.6M+$376.8K2026-10-28
Morling Financial Advisors, LLC
INCREASED8,5988,180+418+5%$6.1M$6.6M+$459.0K2026-10-28
WealthSpring Partners, LLC
DECREASED8,56512,348-3,783-31%$9.2M$6.6M-$2.7M2026-10-14
Kwmg, LLC
INCREASED8,5438,469+74+1%$6.3M$6.5M+$200.3K2026-10-07
Nicholas Hoffman & Company, Llc.
DECREASED8,5428,561-190%$6.4M$6.5M+$130.8K2026-10-30
Stockman Wealth Management, Inc.
DECREASED8,5189,207-689-7%$6.9M$6.5M-$371.5K2026-10-27
Truefg, LLC
DECREASED8,4448,605-161-2%$6.4M$6.5M+$22.5K2026-10-15
Leo Wealth, LLC
NEW8,421—+8,421——$6.4M—2026-10-26
Gateway Investment Advisers LLC
INCREASED8,4176,089+2,328+38%$4.6M$6.4M+$1.9M2026-10-13
St. Johns Investment Management Company, LLC
DECREASED8,4138,426-130%$6.3M$6.4M+$133.0K2026-10-30
Lighthouse Financial LLC
DECREASED8,40514,742-6,337-43%$11.0M$6.4M-$4.6M2026-10-23
Colony Family Offices, LLC
UNCHANGED8,3778,37700%$6.3M$6.4M+$142.1K2026-10-22
First Premier Bank
UNCHANGED8,3768,37600%$6.3K$6.4K+$1422026-10-13
Arista Wealth Management, LLC
UNCHANGED8,3608,36000%$6.3M$6.4M+$141.8K2026-10-29
Accelerate Investment Advisors LLC
DECREASED8,31212,427-4,115-33%$9.3M$6.4M-$2.9M2026-11-02
LVZ, Inc.
DECREASED8,3108,927-617-7%$6.7M$6.4M-$320.9K2026-10-20
Mccarter Private Wealth Services LLC
DECREASED8,2939,117-824-9%$6.8M$6.4M-$476.4K2026-10-22
Traynor Capital Management, Inc.
DECREASED8,2908,664-374-4%$6.5M$6.3M-$139.6K2026-10-29
Patten & Patten Inc
INCREASED8,2588,177+81+1%$6.1M$6.3M+$200.9K2026-10-26
Idaho Trust Co
DECREASED8,2268,638-412-5%$6.5M$6.3M-$169.1K2026-11-04
Illinois Municipal Retirement Fund
DECREASED8,20019,250-11,050-57%$14.4M$6.3M-$8.1M2026-11-05
Smith Thornton Advisors LLC
INCREASED8,1978,043+154+2%$6.1M$6.3M+$224.2K2026-10-16
Americana Partners, LLC
INCREASED8,1837,628+555+7%$5.7M$6.3M+$553.9K2026-10-28
Essex Bank
DECREASED8,1788,236-58-1%$6.2M$6.3M+$95.2K2026-10-16
Cadent Capital Advisors, LLC
DECREASED8,17511,388-3,213-28%$8.5M$6.3M-$2.3M2026-10-09
Sprinkle Financial Consultants LLC
DECREASED8,1468,151-50%$6.1M$6.2M+$134.2K2026-10-09
Bear Mountain Capital, Inc.
UNCHANGED8,1438,14300%$6.1M$6.2M+$94.1K2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED8,1123,214+4,898+152%$2.4M$6.2M+$3.8M2026-10-23
Gamma Investing LLC
INCREASED8,1067,859+247+3%$5.9M$6.2M+$322.5K2026-10-08
Cassaday & Co Wealth Management LLC
INCREASED8,0767,948+128+2%$6.0M$6.2M+$233.1K2026-10-27
Almanack Investment Partners, Llc.
INCREASED8,0457,333+712+10%$5.5M$6.2M+$669.7K2026-11-03
Atlas Brown,Inc.
INCREASED8,0027,593+409+5%$5.7M$6.1M+$442.1K2026-10-09
Rinkey Investments
INCREASED7,9937,831+162+2%$5.9M$6.1M+$256.9K2026-10-28
Milestone Asset Management Group, LLC
INCREASED7,9647,876+88+1%$5.9M$6.1M+$200.7K2026-10-20
Quadcap Wealth Management, LLC
DECREASED7,9578,052-95-1%$6.0M$6.1M+$63.8K2026-11-02
Northland Securities, Inc.
UNCHANGED7,9537,95300%$6.0M$6.1M+$134.9K2026-11-02
Sage Financial Group Inc
INCREASED7,8857,804+81+1%$5.8M$6.0M+$193.9K2026-10-27
Quadrant Private Wealth Management, LLC
NEW7,876—+7,876——$6.0M—2026-11-04
ATX Financial Planning, LLC
DECREASED7,8648,239-375-5%$6.2M$6.0M-$147.3K2026-10-14
Signature Equity Partners, LLC
INCREASED7,8583,384+4,474+132%$2.5M$6.0M+$3.5M2026-10-29
Macroview Investment Management LLC
INCREASED7,8347,696+138+2%$5.8M$6.0M+$236.4K2026-10-26
Mitchell Capital Management Co
INCREASED7,8267,745+81+1%$5.8M$6.0M+$193.4K2026-10-29
ADG Wealth Management Group, LLC
INCREASED7,8257,747+78+1%$5.8M$6.0M+$190.7K2026-10-23
Trust Co of the South
UNCHANGED7,7767,77600%$5.8M$6.0M+$131.9K2026-10-21
University of Texas S AM Investment Management Co
UNCHANGED7,7637,76300%$5.8M$5.9M+$131.7K2026-11-03
Reflection Asset Management
INCREASED7,7567,639+117+2%$5.7M$5.9M+$218.9K2026-10-28
Schmidt P J Investment Management Inc
INCREASED7,7417,650+91+1%$5.7M$5.9M+$198.9K2026-11-02
Mezzasalma Advisors, LLC
INCREASED7,7326,401+1,331+21%$4.8M$5.9M+$1.1M2026-10-14
Infinity Wealth Counsel, LLC
INCREASED7,7237,486+237+3%$5.6M$5.9M+$308.5K2026-10-15
Straight Path Wealth Management
INCREASED7,7217,400+321+4%$5.5M$5.9M+$371.4K2026-10-23
Silver Grove Financial Group, Inc.
INCREASED7,7153,588+4,127+115%$2.7M$5.9M+$3.2M2026-11-05
Avail Investment Partners, LLC
INCREASED7,6737,590+83+1%$5.7M$5.9M+$192.4K2026-10-16
Quest 10 Wealth Builders, Inc.
DECREASED7,6267,635-90%$5.7M$5.8M+$68.3K2026-11-02
Copper Harbor Investment Advisors, LLC
DECREASED7,5828,440-858-10%$6.3M$5.8M-$514.1K2026-10-16
Financial Council, LLC
DECREASED7,5758,121-546-7%$6.1M$5.8M-$280.5K2026-11-02
Stegner Investment Associates Inc.
DECREASED7,5367,563-270%$5.7M$5.8M+$107.6K2026-10-15
Aufman Associates Inc
DECREASED7,5047,666-162-2%$5.7M$5.7M+$5.4K2026-11-04
Juncture Wealth Strategies, LLC
INCREASED7,4647,403+61+1%$5.5M$5.7M+$172.3K2026-10-06
Cornerstone Partners Capital Management, LLC
INCREASED7,4576,571+886+13%$4.9M$5.7M+$790.0K2026-11-04
Ipswich Investment Management Co., Inc.
INCREASED7,4566,976+480+7%$5.2M$5.7M+$485.9K2026-10-13
Tufton Capital Management
INCREASED7,4567,448+8+0%$5.6M$5.7K-$5.6M2026-10-20
Armbruster Capital Management, Inc.
DECREASED7,4547,548-94-1%$5.7M$5.7M+$56.0K2026-10-19
Quad-Cities Investment Group, LLC
DECREASED7,4317,694-263-3%$5.8M$5.7M-$71.2K2026-10-16
Independence Bank of Kentucky
INCREASED7,4317,196+235+3%$5.4M$5.7M+$302.0K2026-10-26
Greenspring Advisors, LLC
INCREASED7,4203,710+3,710+100%$2.8M$5.7M+$2.9M2026-11-05
One Way Holdings LLC
INCREASED7,4056,409+996+16%$4.8M$5.7M+$871.5K2026-10-29
Davidson Trust Co
INCREASED7,4007,278+122+2%$5.5M$5.7M+$216.7K2026-10-09
Crusonia Wealth Advisors LLC
DECREASED7,3987,464-66-1%$5.6M$5.7M+$76.3K2026-10-26
Cornell Pochily Investment Advisors, Inc.
DECREASED7,3907,394-40%$5.5M$5.7M+$121.9K2026-10-19
Kathmere Capital Management, LLC
INCREASED7,3687,272+96+1%$5.4M$5.6M+$197.4K2026-10-20
Piedmont Capital Management, LLC
INCREASED7,3397,325+14+0%$5.5M$5.6M+$135.0K2026-10-21
Woodmont Investment Counsel LLC
DECREASED7,3347,722-388-5%$5.8M$5.6M-$166.2K2026-10-29
Comprehensive Financial Planning, Inc.
INCREASED7,3307,284+46+1%$5.5M$5.6M+$159.4K2026-10-27
Arlington Trust Co LLC
INCREASED7,3287,136+192+3%$5.3M$5.6M+$268.1K2026-10-20
TrustBank
INCREASED7,3101,894+5,416+286%$1.4M$5.6M+$4.2M2026-10-20
Howard Financial Services, Ltd.
INCREASED7,3077,299+8+0%$5.5M$5.6M+$130.0K2026-10-15
Marietta Wealth Management, LLC
INCREASED7,2987,272+26+0%$5.4M$5.6M+$196.1K2026-10-22
Sunpointe, LLC
DECREASED7,2797,299-200%$5.5M$5.6M+$108.5K2026-10-22
SeaBridge Investment Advisors LLC
INCREASED7,2746,931+343+5%$5.2M$5.6M+$380.2K2026-11-02
Stage Harbor Financial, LLC
INCREASED7,2637,188+75+1%$5.4M$5.6M+$179.0K2026-11-03
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED7,2397,23900%$5.4M$5.5M+$122.8K2026-10-30
Schneider Downs Wealth Management Advisors, LP
DECREASED7,2217,353-132-2%$5.5M$5.5M+$23.5K2026-10-27
Plancorp, LLC
INCREASED7,2083,467+3,741+108%$2.6M$5.5M+$2.9M2026-11-03
L.K. Benson & Company, P.C.
INCREASED7,2005,947+1,253+21%$4.5M$5.5M+$1.1M2026-10-23
Cove Private Wealth, LLC
INCREASED7,0616,284+777+12%$4.7M$5.4M+$701.6K2026-10-28
New England Private Wealth Advisors LLC
INCREASED7,0196,920+99+1%$5.1M$5.4M+$238.9K2026-10-19
Rockland Trust Co
DECREASED6,9707,004-340%$5.2M$5.3M+$92.7K2026-10-05
McNaughton Wealth Management, LLC
DECREASED6,9336,957-240%$5.2M$5.3M+$100.0K2026-10-09
Foresight Capital Management Advisors, Inc.
DECREASED6,9177,087-170-2%$5.3M$5.3M-$10.7K2026-10-27
Petersen Hastings Wealth Advisors Inc.
DECREASED6,8977,033-136-2%$5.3M$5.3M+$15.1K2026-10-27
Investors Research Corp
INCREASED6,8595,984+875+15%$4.5M$5.3M+$771.6K2026-10-07
Heritage Family Offices, LLP
DECREASED6,8327,931-1,099-14%$5.9M$5.2M-$707.2K2026-11-02
Northeast Investment Management
UNCHANGED6,8266,82600%$5.1M$5.2M+$115.8K2026-10-30
Pachira Investments Inc.
DECREASED6,7957,739-944-12%$5.8M$5.2M-$591.6K2026-10-14
Ellis Investment Partners, LLC
DECREASED6,7666,894-128-2%$5.2M$5.2M+$18.5K2026-10-21
Lifelong Wealth Advisors, Inc.
INCREASED6,7426,456+286+4%$4.8M$5.2M+$328.5K2026-10-19
West Paces Advisors Inc.
DECREASED6,7416,865-124-2%$5.1M$5.2M+$21.1K2026-10-13
Berkeley, Inc
DECREASED6,7397,246-507-7%$5.4M$5.2M-$265.1K2026-10-20
New Jersey Better Educational Savings Trust
UNCHANGED6,7246,72400%$5.0M$5.1M+$114.0K2026-11-02
BOS Asset Management, LLC
UNCHANGED6,7236,72300%$5.0M$5.1M+$114.0K2026-10-09
Weaver Consulting Group
DECREASED6,7176,744-270%$5.1M$5.1M+$94.0K2026-10-07
Sonata Capital Group Inc
DECREASED6,7096,791-82-1%$5.1M$5.1M+$52.4K2026-10-19
Essential Partners LLC
INCREASED6,6816,368+313+5%$4.8M$5.1M+$348.0K2026-10-14
Univest Financial Corp
DECREASED6,6756,769-94-1%$5.1M$5.1M+$42.8K2026-11-05
Insight Advisors, LLC/ PA
DECREASED6,6406,641-10%$5.0M$5.1M+$111.0K2026-10-22
First United Bank & Trust
DECREASED6,6256,634-90%$5.0M$5.1M+$105.6K2026-10-22
Howard Wealth Management, LLC
DECREASED6,6206,672-52-1%$5.0M$5.1M+$73.0K2026-10-28
Thrive Wealth Management, LLC
DECREASED6,6166,630-140%$5.0M$5.1M+$101.9K2026-10-13
Helium Advisors LLC
INCREASED6,5946,565+29+0%$4.9M$5.0M+$133.1K2026-10-23
Evensky & Katz LLC
INCREASED6,5886,149+439+7%$4.6M$5.0K-$4.6M2026-10-27
Harbor Asset Planning, Inc.
INCREASED6,5866,566+20+0%$4.9M$5.0M+$125.8K2026-10-23
Woodley Farra Manion Portfolio Management Inc
DECREASED6,5726,643-71-1%$5.0M$5.0M+$58.4K2026-11-05
Carmel Capital Partners, LLC
INCREASED6,562974+5,588+574%$729.4K$5.0M+$4.3M2026-11-03
Diversified Management Inc
DECREASED6,5436,573-300%$4.9M$5.0M+$88.5K2026-10-08
MY Wealth Management Inc.
DECREASED6,5356,552-170%$4.9M$5.0M+$97.8K2026-10-21
Three Seasons Wealth, LLC
DECREASED6,5286,581-53-1%$4.9M$5.0M+$71.0K2026-11-03
Discipline Wealth Solutions, LLC
DECREASED6,4936,794-301-4%$5.1M$5.0M-$115.3K2026-10-14
Flywheel Private Wealth LLC
INCREASED6,4936,376+117+2%$4.8M$5.0M+$197.0K2026-11-02
Sage Capital Advisors,llc
INCREASED6,4776,446+31+0%$4.8M$5.0M+$133.8K2026-10-13
Atticus Wealth Management, LLC
INCREASED6,4562,674+3,782+141%$2.0M$4.9M+$2.9M2026-10-20
Madson Wealth Advisors Inc
DECREASED6,4477,820-1,373-18%$5.9M$4.9M-$918.7K2026-10-13
1834 Investment Advisors Co
DECREASED6,4468,164-1,718-21%$6.1M$4.9M-$1.2M2026-10-16
Triune Financial Partners, LLC
INCREASED6,4396,421+18+0%$4.8M$4.9M+$122.9K2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED6,4326,899-467-7%$5.2M$4.9M-$240.7K2026-11-02
Aspen Investment Management Inc
INCREASED6,4076,403+4+0%$4.8K$4.9M+$4.9M2026-11-05
O'Connor Financial Group LLC
DECREASED6,4046,700-296-4%$5.0M$4.9M-$113.1K2026-10-26
B&D White Capital Company, LLC
DECREASED6,3836,406-230%$4.8M$4.9M+$91.0K2026-11-02
Ayalon Insurance Comp Ltd.
INCREASED6,3726,260+112+2%$4.7K$4.9K+$1922026-10-08
Allen Investment Management, LLC
UNCHANGED6,3696,36900%$4.8M$4.9M+$101.8K2026-11-03
Patton Fund Management, Inc.
INCREASED6,3651,974+4,391+222%$1.5M$4.9M+$3.4M2026-10-13
Intelligent Financial Strategies
INCREASED6,3526,350+2+0%$4.8M$4.9M+$109.0K2026-10-16
Beacon Capital Management, LLC
INCREASED6,3515,945+406+7%$4.5M$4.9M+$411.9K2026-10-23
Edgemoor Investment Advisors, Inc.
INCREASED6,3466,344+2+0%$4.8M$4.9M+$109.1K2026-11-03
Union Bancaire Privee, UBP SA
INCREASED6,3246,284+40+1%$4.1M$4.3M+$186.6K2026-11-04
Hill Island Financial LLC
DECREASED6,2996,303-40%$4.7M$4.8M+$103.8K2026-10-20
Kohmann Bosshard Financial Services, LLC
DECREASED6,2836,288-50%$4.7M$4.8M+$102.8K2026-11-04
Optivise Advisory Services LLC
INCREASED6,2765,827+449+8%$4.4M$4.8M+$442.8K2026-10-19
First County Bank
UNCHANGED6,2436,24300%$4.7M$4.8M+$105.9K2026-10-13
Gemmer Asset Management LLC
INCREASED6,2415,908+333+6%$4.4M$4.8M+$355.6K2026-10-16
O'Keefe Stevens Advisory, Inc.
DECREASED6,2406,257-170%$4.7M$4.8M+$93.1K2026-10-09
Cromwell Holdings LLC
DECREASED6,2256,740-515-8%$5.0M$4.8M-$280.1K2026-10-28
LifeSteps Financial, Inc.
INCREASED6,2201,305+4,915+377%$977.3K$4.8M+$3.8M2026-10-15
Koesten, Hirschmann & Crabtree, Inc.
DECREASED6,1956,252-57-1%$4.7M$4.7M+$62.4K2026-10-13
Beverly Hills Private Wealth, LLC
INCREASED6,1826,001+181+3%$4.5M$4.7M+$240.4K2026-11-04
Stephen J. Garry & Associates, LLC
DECREASED6,1786,496-318-5%$4.9M$4.7M-$132.8K2026-11-05
Montgomery Investment Management Inc
INCREASED6,1654,459+1,706+38%$3.3M$4.7M+$1.4M2026-10-26
Michels Family Financial, LLC
DECREASED6,1586,247-89-1%$4.7M$4.7M+$37.9K2026-11-02
Summit Financial Wealth Advisors, LLC
INCREASED6,1185,829+289+5%$4.4M$4.7M+$320.3K2026-10-15
Advisor OS, LLC
DECREASED6,1126,905-793-11%$5.2M$4.7M-$489.9K2026-11-03
Harbour Capital Advisors, LLC
INCREASED6,1045,914+190+3%$4.5M$4.7M+$191.3K2026-10-13
Everhart Financial Group, Inc.
DECREASED6,0886,100-120%$4.6M$4.7M+$94.3K2026-10-08
Romano Brothers and Company
INCREASED6,0835,937+146+2%$4.4M$4.7M+$212.5K2026-10-22
Tennessee Valley Asset Management Partners
INCREASED6,0695,573+496+9%$4.2M$4.6M+$474.1K2026-11-03
McAlister, Sweet & Associates, Inc.
DECREASED6,0426,187-145-2%$4.6M$4.6M-$6.1K2026-10-07
Blodgett Wealth Advisors, LLC
INCREASED6,0325,827+205+4%$4.4M$4.6M+$255.8K2026-10-23
Forza Wealth Management, LLC
DECREASED6,0246,224-200-3%$4.7M$4.6M-$47.6K2026-10-20
ERn Financial, LLC
DECREASED6,0196,066-47-1%$4.5M$4.6M+$66.7K2026-10-28
RAM Investment Partners, LLC
INCREASED6,0144,651+1,363+29%$3.5M$4.6M+$1.1M2026-10-21
OFS Enterprise LLC
DECREASED5,9806,347-367-6%$4.8M$4.6M-$173.0K2026-10-16
Oakworth Capital, Inc.
DECREASED5,9676,008-41-1%$4.5M$4.6M+$70.0K2026-10-26
ARS Investment Partners, LLC
INCREASED5,9605,483+477+9%$4.1M$4.6M+$458.3K2026-11-05
Wealth Management Nebraska
DECREASED5,9565,972-160%$4.5M$4.6M+$88.6K2026-10-26
Kaydan Wealth Management, Inc.
DECREASED5,9516,523-572-9%$4.9M$4.6M-$327.3K2026-10-08
Winthrop Capital Management, LLC
DECREASED5,9516,029-78-1%$4.5M$4.6M+$42.3K2026-11-05
Stackstone Wealth, LLC
NEW5,946—+5,946——$4.6M—2026-10-19
Bath Savings Trust Co
INCREASED5,9164,616+1,300+28%$3.5M$4.5M+$1.1M2026-10-07
Old Mission Investment Co LLC
DECREASED5,8955,932-37-1%$4.4M$4.5M+$72.3K2026-10-22
Sculati Wealth Management, LLC
DECREASED5,8905,913-230%$4.4M$4.6M+$187.3K2026-10-19
Castellan Group
INCREASED5,8812,196+3,685+168%$1.6M$4.5M+$2.9M2026-10-19
Lyell Wealth Management, LP
INCREASED5,8735,501+372+7%$4.1M$4.5M+$378.5K2026-10-30
Equitable Trust Co
UNCHANGED5,8425,84200%$4.4M$4.5M+$99.1K2026-10-13
Clifford Swan Investment Counsel LLC
INCREASED5,8364,534+1,302+29%$3.4M$4.5M+$1.1M2026-11-05
Security Benefit Life Insurance Co
INCREASED5,8004,800+1,000+21%$3.6M$4.4M+$847.3K2026-11-05
Roxbury Financial LLC
INCREASED5,7845,630+154+3%$4.2M$4.4M+$214.1K2026-10-01
Beacon Bank & Trust
DECREASED5,7836,012-229-4%$4.5M$4.4M-$73.4K2026-10-27
Aspire Private Capital, LLC
INCREASED5,7755,677+98+2%$4.3M$4.4M+$170.9K2026-11-05
Fonville Wealth Management LLC
INCREASED5,7725,739+33+1%$4.3M$4.4M+$123.1K2026-10-28
Hopwood Financial Services, Inc.
DECREASED5,7205,838-118-2%$4.4M$4.4M+$8.4K2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED5,7195,486+233+4%$4.1M$4.4M+$270.9K2026-10-28
HBW Advisory Services LLC
INCREASED5,7125,165+547+11%$3.9M$4.4M+$507.0K2026-10-15
Ridgepath Capital Management LLC
INCREASED5,6925,657+35+1%$4.2M$4.4M+$123.3K2026-10-29
Mason & Associates, LLC
DECREASED5,6555,735-80-1%$4.3M$4.3M+$36.0K2026-10-26
Global Financial Private Client, LLC
DECREASED5,6345,647-130%$4.2M$4.3M+$85.8K2026-10-15
Fulcrum Capital LLC
DECREASED5,6245,678-54-1%$4.3M$4.3M+$54.6K2026-10-15
Cape Investment Advisory, Inc.
DECREASED5,6207,644-2,024-26%$5.7M$4.3M-$1.4M2026-10-13
Appleton Partners Inc
INCREASED5,6205,616+4+0%$4.2M$4.3K-$4.2M2026-10-30
Leeward Financial Partners, LLC
DECREASED5,5995,679-80-1%$4.3M$4.3M+$35.0K2026-10-23
Fjell Capital, LLC
NEW5,592—+5,592——$4.3M—2026-10-13
WestHill Financial Advisors, Inc.
DECREASED5,5835,605-220%$4.2M$4.3M+$78.2K2026-10-14
Alpha Advisors, LLC
DECREASED5,5805,975-395-7%$4.5M$4.3M-$200.0K2026-10-19
Antonelli Financial Advisors, LLC
UNCHANGED5,5745,57400%$4.2M$4.3M+$94.0K2026-10-13
Wealth Effects LLC
UNCHANGED5,5695,56900%$4.2M$4.3M+$94.5K2026-10-23
Global Strategic Investment Solutions, LLC
INCREASED5,5565,508+48+1%$4.1M$4.3M+$130.8K2026-10-16
Lincoln Capital Corp
DECREASED5,5425,592-50-1%$4.2M$4.2M+$56.1K2026-10-13
Partners Wealth Management, LLC
INCREASED5,528308+5,220+1695%$230.8K$4.2M+$4.0M2026-10-28
Riverbridge Partners LLC
DECREASED5,5238,512-2,989-35%$6.4M$4.2M-$2.1M2026-11-05
Total Clarity Wealth Management, Inc.
DECREASED5,5215,538-170%$4.1M$4.2M+$81.3K2026-10-26
Biltmore Family Office, LLC
UNCHANGED5,5175,51700%$4.1M$4.2M+$93.6K2026-11-03
NBH Bank
DECREASED5,4995,531-32-1%$4.1M$4.2M+$69.3K2026-11-05
Premier Path Wealth Partners, LLC
INCREASED5,4705,356+114+2%$4.0M$4.2M+$178.4K2026-10-16
Aaron Wealth Advisors LLC
DECREASED5,4685,830-362-6%$4.4M$4.2M-$178.2K2026-10-13
Peachtree Investment Partners, LLC
INCREASED5,4533,686+1,767+48%$2.8M$4.2M+$1.4M2026-11-05
Chilton Capital Management LLC
INCREASED5,4503,954+1,496+38%$3.0M$4.2M+$1.2M2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED5,4444,913+531+11%$3.7M$4.2M+$490.3K2026-10-30
Berman McAleer LLC
DECREASED5,4015,445-44-1%$4.1M$4.1M+$58.7K2026-10-16
Vontobel Holding Ltd.
UNCHANGED5,4015,40100%$4.0M$4.1M+$91.6K2026-10-16
SilverOak Wealth Management LLC
INCREASED5,3914,510+881+20%$3.4M$4.1M+$751.2K2026-10-29
NBT Bank, N.A.
DECREASED5,3605,727-367-6%$4.3M$4.1M-$183.9K2026-10-21
World Equity Group, Inc.
DECREASED5,3579,018-3,661-41%$6.8M$4.1M-$2.7M2026-10-14
Certior Financial Group, LLC
DECREASED5,3455,477-132-2%$4.1M$4.1M-$8.2K2026-10-19
Mattern Wealth Management LLC
DECREASED5,3245,325-10%$4.0M$4.1M+$89.6K2026-11-04
Gilpin Wealth Management, LLC
DECREASED5,3005,423-123-2%$4.1M$4.1M-$2.2K2026-10-09
Donor Advised Charitable Giving, Inc.
INCREASED5,2794,758+521+11%$3.6M$4.0M+$479.8K2026-10-28
Liberty Capital Management, Inc.
UNCHANGED5,2605,26000%$3.9M$4.0M+$89.2K2026-11-02
Reap Financial Group, LLC
DECREASED5,2495,280-31-1%$4.0M$4.0M+$65.8K2026-11-02
Stenger Family Office, LLC
INCREASED5,2435,228+15+0%$3.9M$4.1M+$182.5K2026-10-22
Invested Advisors
DECREASED5,2155,390-175-3%$4.0M$4.0M-$42.6K2026-10-23
GHP Investment Advisors, Inc.
INCREASED5,2135,146+67+1%$3.9M$4.0M+$138.6K2026-10-15
Elmwood Wealth Management, Inc.
UNCHANGED5,1965,19600%$3.9M$4.0M+$88.1K2026-10-14
Cidel Asset Management Inc
INCREASED5,1895,009+180+4%$3.8M$4.0M+$222.8K2026-10-29
Frank, Rimerman Advisors LLC
DECREASED5,1805,519-339-6%$4.1M$4.0M-$166.8K2026-10-16
Sentinel Pension Advisors, LLC
INCREASED5,1654,901+264+5%$3.7M$4.0M+$295.6K2026-11-02
Capital Advantage, Inc.
INCREASED5,1624,902+260+5%$3.7M$4.0M+$282.5K2026-10-14
Stewardship Concepts Financial Services LLC
DECREASED5,1435,255-112-2%$3.9M$3.9M+$3.4K2026-10-06
Laurel Wealth Planning LLC
DECREASED5,1225,466-344-6%$4.1M$3.9M-$170.9K2026-11-02
Tenzing Financial LLC
DECREASED5,1085,118-100%$3.9M$3.9M+$69.8K2026-11-03
Evanson Financial, LLC
DECREASED5,0985,145-47-1%$3.9M$3.9M+$51.5K2026-10-23
RCS Financial Planning, LLC
DECREASED5,0795,337-258-5%$4.0M$3.9M-$106.5K2026-10-14
NYL Investors LLC
INCREASED5,0694,554+515+11%$3.4M$3.9M+$471.6K2026-11-03
Spectrum Strategic Capital Management, LLC
DECREASED5,0625,440-378-7%$4.1M$3.9M-$197.6K2026-10-22
Gibbs Wealth Management
INCREASED5,0574,802+255+5%$3.6M$3.9M+$277.2K2026-10-22
Upper Left Wealth Management, LLC
DECREASED5,0565,247-191-4%$3.9M$3.9M-$57.3K2026-10-14
Segment Wealth Management, LLC
INCREASED5,0404,523+517+11%$3.4M$3.9M+$472.8K2026-10-26
Islay Capital Management, LLC
INCREASED5,0233,493+1,530+44%$2.6M$3.8M+$1.2M2026-10-20
Asset One Wealth Management LLC
INCREASED5,0134,949+64+1%$3.8M$3.8M+$85.9K2026-11-02
Mayfair Advisory Group, LLC
INCREASED4,9994,907+92+2%$3.6M$3.8M+$185.7K2026-10-20
Worth Financial Advisory Group, LLC
DECREASED4,9815,047-66-1%$3.8M$3.8M+$35.1K2026-10-19
Integras Partners LLC
INCREASED4,9794,598+381+8%$3.4M$3.8M+$369.3K2026-10-30
Lantern Wealth Advisors, LLC
DECREASED4,9314,986-55-1%$3.7M$3.8M+$42.7K2026-10-22
Rothschild & Co Wealth Management UK Ltd
UNCHANGED4,9294,92900%$3.7M$3.8M+$83.6K2026-10-20
Arcadia Investment Advisors LLC
DECREASED4,9245,070-146-3%$3.8M$3.8M-$25.8K2026-10-13
Lincoln Capital LLC
INCREASED4,8984,821+77+2%$3.6M$3.8M+$141.4K2026-10-09
Hughes Financial Services, LLC
INCREASED4,8944,773+121+3%$3.6M$3.8M+$208.5K2026-10-30
Moneco Advisors, LLC
INCREASED4,8794,779+100+2%$3.6M$3.7M+$157.1K2026-11-05
Renasant Bank
DECREASED4,8754,993-118-2%$3.7M$3.7M-$5.7K2026-11-05
SRH Advisors, LLC
DECREASED4,8734,879-60%$3.7M$3.7M+$78.2K2026-10-22
Praetorian Wealth Management, Inc.
INCREASED4,8704,789+81+2%$3.6M$3.7M+$74.3K2026-10-16
Tranquility Partners, LLC
DECREASED4,8435,158-315-6%$3.9M$3.7M-$153.6K2026-10-20
Nemes Rush Group LLC
INCREASED4,8284,824+4+0%$3.6M$3.7M+$84.4K2026-11-04
State of Alaska, Department of Revenue
NEW4,810—+4,810——$3.7K—2026-10-15
BlueSky Wealth Advisors, LLC
UNCHANGED4,8034,80300%$3.6M$3.7M+$81.5K2026-10-29
Signature Resources Capital Management, LLC
DECREASED4,7974,864-67-1%$3.6M$3.7M+$30.8K2026-10-16
Ballast Rock Private Wealth LLC
INCREASED4,7844,779+5+0%$3.6M$3.7M+$84.9K2026-10-26
Mullaney, Keating & Wright, Inc.
DECREASED4,7544,928-174-4%$3.7M$3.6M-$49.6K2026-10-19
Clarity Capital Advisors, LLC
DECREASED4,7354,789-54-1%$3.6M$3.6M+$39.7K2026-10-27
First Bancorp, Inc
DECREASED4,7334,914-181-4%$3.7M$3.6M-$55.3K2026-10-26
Allegheny Financial Group
DECREASED4,7334,764-31-1%$3.6M$3.6M+$56.7K2026-11-05
Warm Springs Advisors Inc.
DECREASED4,7174,867-150-3%$3.6M$3.6M-$32.7K2026-10-28
Pacifica Partners Inc.
INCREASED4,7164,212+504+12%$3.2M$3.6M+$466.9K2026-10-09
CWS Financial Advisors, LLC
INCREASED4,7084,707+1+0%$3.5M$3.6M+$80.1K2026-10-16
Myriad Asset Management US LP
NEW4,699—+4,699——$3.6M—2026-11-03
Asset Dedication, LLC
DECREASED4,6934,827-134-3%$3.6M$3.6M-$20.9K2026-11-03
Opus Capital Group, LLC
INCREASED4,6863,908+778+20%$2.9M$3.6K-$2.9M2026-10-30
Athena Wealth Management, LLC
DECREASED4,6864,724-38-1%$3.5M$3.6M+$51.0K2026-10-09
Gratus Wealth Advisors, LLC
INCREASED4,6804,638+42+1%$3.5M$3.6M+$110.8K2026-10-26
Private Wealth Partners, LLC
UNCHANGED4,6794,67900%$3.5M$3.6M+$79.4K2026-10-22
True Private Wealth Advisors
INCREASED4,6514,628+23+1%$3.5M$3.6M+$96.9K2026-10-19
Central Bank & Trust Co
INCREASED4,6494,628+21+0%$3.5M$3.6M+$94.6K2026-10-09
Ackerman Capital Advisors, LLC
UNCHANGED4,6334,63300%$3.5M$3.5M+$78.6K2026-10-30
Aegis Wealth Management, Inc.
INCREASED4,6183,910+708+18%$2.9M$3.5M+$608.7K2026-10-26
Mechanics Bank Trust Department
INCREASED4,6184,576+42+1%$3.4M$3.5M+$109.8K2026-10-13
Plan Group Financial, LLC
DECREASED4,6145,186-572-11%$3.9M$3.6M-$320.3K2026-10-22
Trust Co of Toledo NA
INCREASED4,6004,440+160+4%$3.3M$3.5M+$197.8K2026-10-16
Eagle Bay Advisors LLC
DECREASED4,5904,813-223-5%$3.6M$3.5M-$89.1K2026-10-16
MBM Wealth Consultants, LLC
INCREASED4,5374,477+60+1%$3.4M$3.5M+$121.9K2026-10-20
Hurley Capital, LLC
INCREASED4,5271,296+3,231+249%$970.8K$3.5M+$2.5M2026-11-05
Capital Advisors, Ltd. LLC
INCREASED4,5154,512+3+0%$3.4K$3.5K+$792026-10-27
Flavin Financial Services, Inc.
DECREASED4,4545,068-614-12%$3.8M$3.4M-$384.0K2026-10-21
Kachkovsky & Fisher, Inc.
INCREASED4,4504,285+165+4%$3.2M$3.4M+$198.8K2026-10-21
Cannon Financial Strategists, Inc.
INCREASED4,4154,339+76+2%$3.2M$3.4M+$131.5K2026-10-19
Retirement Investment Advisors, Inc.
DECREASED4,4124,516-104-2%$3.4M$3.4M-$19.7K2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED4,4084,358+50+1%$3.3M$3.4M+$88.5K2026-10-28
GW Henssler & Associates LTD
INCREASED4,4064,016+390+10%$3.0M$3.4M+$366.8K2026-10-26
Mengis Capital Management, Inc.
DECREASED4,4064,430-24-1%$3.3M$3.4M+$56.8K2026-10-13
Firestone Capital Management
DECREASED4,3964,508-112-2%$3.4M$3.4M-$9.0K2026-11-03
Legacy Bridge, LLC
UNCHANGED4,3934,39300%$3.3M$3.4M+$74.5K2026-10-28
LTG Capital LLC
DECREASED4,3704,372-20%$3.3M$3.3M+$72.7K2026-11-04
Lockerman Financial Group, Inc.
INCREASED4,3584,043+315+8%$3.0M$3.3M+$309.6K2026-10-19
Meyer Handelman Co
DECREASED4,3564,456-100-2%$3.3M$3.3M-$1.0K2026-10-28
Canandaigua National Bank & Trust Co
DECREASED4,3514,429-78-2%$3.3M$3.3M+$15.4K2026-10-07
Courage Miller Partners, LLC
DECREASED4,3484,351-30%$3.3M$3.3M+$71.5K2026-10-21
Blue Capital, Inc.
DECREASED4,3374,409-72-2%$3.3M$3.3M+$20.0K2026-10-13
Darrow Company, Inc.
DECREASED4,3224,323-10%$3.2M$3.3M+$73.3K2026-10-22
Beacon Financial Advisory LLC
DECREASED4,3194,373-54-1%$3.3M$3.3M+$32.8K2026-10-16
Root Financial Partners, LLC
INCREASED4,3043,455+849+25%$2.6M$3.3M+$708.8K2026-10-21
Factor Wealth Management LTD
INCREASED4,2814,178+103+2%$3.1M$3.3M+$149.7K2026-10-08
Twelve Points Wealth Management LLC
INCREASED4,2784,255+23+1%$3.2M$3.2M+$61.4K2026-11-03
Silvia Mccoll Wealth Management, LLC
UNCHANGED4,2754,27500%$3.2M$3.3M+$72.5K2026-10-07
Cohen Capital Management, Inc.
INCREASED4,2644,244+20+0%$3.2M$3.3M+$86.8K2026-10-14
Archford Capital Strategies, LLC
INCREASED4,2524,233+19+0%$3.2M$3.3M+$86.4K2026-10-19
Valley Wealth Managers, Inc.
INCREASED4,2504,234+16+0%$3.2M$3.3M+$84.1K2026-10-09
FF Advisors,LLC
INCREASED4,2204,048+172+4%$3.0M$3.2M+$200.2K2026-10-21
Farmers & Merchants Trust Co of Long Beach
INCREASED4,1992,984+1,215+41%$2.2M$3.2M+$981.1K2026-10-22
Huntleigh Advisors, Inc.
INCREASED4,1573,801+356+9%$2.8M$3.2M+$337.4K2026-11-03
Community Trust & Investment Co
DECREASED4,1564,427-271-6%$3.3M$3.2M-$132.5K2026-10-15
Granville Capital, Inc.
DECREASED4,1454,460-315-7%$3.3M$3.2M-$166.0K2026-11-05
SBK Financial, Inc.
UNCHANGED4,1304,13000%$3.1M$3.2M+$70.0K2026-11-02
CapWealth Advisors, LLC
DECREASED4,1284,135-70%$3.1M$3.2M+$64.8K2026-10-05
Delta Wealth Advisors LLC
DECREASED4,1194,229-110-3%$3.2M$3.2M-$12.5K2026-10-09
LongView Wealth Management
INCREASED4,1133,760+353+9%$2.8M$3.1M+$334.3K2026-10-19
Walled Lake Planning & Wealth Management, LLC
DECREASED4,1044,244-140-3%$3.2M$3.1M-$35.7K2026-10-29
Ironsides Asset Advisors, LLC
UNCHANGED4,1004,10000%$3.1M$3.1M+$69.5K2026-10-20
Paulson Wealth Management Inc.
INCREASED4,0664,028+38+1%$3.0M$3.1M+$97.8K2026-11-02
Live Oak Private Wealth LLC
UNCHANGED4,0304,03000%$3.0M$3.1M+$68.4K2026-11-02
Mainstream Capital Management LLC
DECREASED4,0234,340-317-7%$3.3M$3.1M-$169.2K2026-10-23
CGN Advisors LLC
DECREASED4,0194,021-20%$3.0M$3.1M+$66.8K2026-10-21
Foster Dykema Cabot & Partners, LLC
DECREASED4,0134,074-61-1%$3.1M$3.1M+$22.4K2026-10-30
Client 1ST Advisory Group, LLC
UNCHANGED3,9933,99300%$3.0M$3.1M+$67.7K2026-10-19
Atlatl Advisers LLC
INCREASED3,9903,585+405+11%$2.7M$3.1M+$371.0K2026-10-22
Park Capital Management, LLC / WI
UNCHANGED3,9733,97300%$3.0M$3.0M+$67.4K2026-10-13
tru Independence LLC
DECREASED3,9454,017-72-2%$3.0M$3.0M+$13.2K2026-10-20
Manchester Capital Management LLC
INCREASED3,9393,603+336+9%$2.7M$3.0M+$318.4K2026-10-22
W.H. Cornerstone Investments Inc.
INCREASED3,9393,930+9+0%$2.9M$3.0M+$73.5K2026-11-03
Carrera Capital Advisors
DECREASED3,9353,980-45-1%$3.0M$3.0M+$33.0K2026-11-03
TMB Capital Partners, LLC
INCREASED3,9043,900+4+0%$2.9M$3.0M+$69.5K2026-10-20
Relyea Zuckerberg Hanson LLC
INCREASED3,9023,816+86+2%$2.9M$3.0M+$130.4K2026-10-20
Decker Wealth Management LLC
UNCHANGED3,8973,89700%$2.9M$3.0M+$66.1K2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED3,8823,966-84-2%$3.0M$3.0M+$3.3K2026-10-15
MMA Asset Management LLC
DECREASED3,8799,704-5,825-60%$7.3M$3.0M-$4.3M2026-11-02
Impact Capital Partners LLC
DECREASED3,8694,002-133-3%$3.0M$3.0M-$34.0K2026-10-22
Sage Rhino Capital LLC
INCREASED3,8623,787+75+2%$2.8M$3.0M+$121.9K2026-10-28
Signature Wealth Management Partners, LLC
INCREASED3,8433,473+370+11%$2.6M$2.9M+$342.1K2026-10-21
Old Port Advisors
INCREASED3,8293,799+30+1%$2.8M$2.9M+$87.7K2026-10-23
Tompkins Financial Corp
UNCHANGED3,8103,81000%$2.9M$2.9M+$64.6K2026-10-05
Baker Tilly Wealth Management, LLC
DECREASED3,8083,876-68-2%$2.9M$2.9M+$13.9K2026-10-05
Financial Consulate, Inc
DECREASED3,8073,932-125-3%$2.9M$2.9M-$29.0K2026-10-23
Prevail Innovative Wealth Advisors, LLC
INCREASED3,801636+3,165+498%$476.3K$3.0M+$2.5M2026-10-20
Clark Asset Management, LLC
DECREASED3,7973,945-148-4%$3.0M$2.9M-$46.2K2026-10-19
Yankcom Partnership
INCREASED3,7863,490+296+8%$2.6M$2.9M+$285.9K2026-10-15
Builder Investment Group Inc
UNCHANGED3,7653,76500%$2.8M$2.9M+$63.9K2026-10-22
Toth Financial Advisory Corp
INCREASED3,7543,636+118+3%$2.7M$2.9M+$152.2K2026-10-08
Indiana Trust & Investment Management Co
DECREASED3,7533,760-70%$2.8M$2.9M+$58.4K2026-10-22
Hyposwiss Advisors SA
UNCHANGED3,7503,75000%$2.8M$2.9M+$63.6K2026-10-26
Weatherly Asset Management L. P.
INCREASED3,7473,732+15+0%$2.8M$2.9M+$74.8K2026-10-20
Guardian Asset Advisors, LLC
DECREASED3,7394,112-373-9%$3.1M$2.9M-$214.4K2026-10-16
Arsenal Capital Advisors LLC
UNCHANGED3,7363,73600%$2.8M$2.9M+$63.4K2026-11-02
Key FInancial Inc
DECREASED3,7283,869-141-4%$2.9M$2.9M-$42.0K2026-11-02
Goldstein Advisors, LLC
INCREASED3,7233,707+16+0%$2.8M$2.9M+$75.1K2026-10-15
Hollow Brook Wealth Management LLC
UNCHANGED3,7013,70100%$2.8M$2.8M+$62.8K2026-10-29
Creative Financial Designs Inc
INCREASED3,6873,136+551+18%$2.3M$2.8M+$475.6K2026-11-04
Adkins Seale Capital Management LLC
INCREASED3,6783,512+166+5%$2.6M$2.8M+$186.9K2026-10-27
Plan A Wealth LLC
INCREASED3,6443,335+309+9%$2.5M$2.8M+$293.2K2026-10-08
Roman Butler Fullerton & Co
DECREASED3,6343,640-60%$2.7M$2.8M+$59.2K2026-10-27
Downshift Financial, LLC
INCREASED3,6313,343+288+9%$2.5M$2.8M+$277.5K2026-10-13
Commerce Advisors, LLC
INCREASED3,6233,320+303+9%$2.5M$2.8M+$288.3K2026-10-19
Valley National Advisers Inc
INCREASED3,6213,587+34+1%$2.7M$2.8M+$86.8K2026-10-23
Essex LLC
INCREASED3,6203,520+100+3%$2.6M$2.8M+$136.3K2026-10-14
Graetz Wealth LLC
INCREASED3,6043,595+9+0%$2.7M$2.8M+$67.8K2026-10-27
Trinity Wealth Management, LLC
INCREASED3,5943,585+9+0%$2.7M$2.8M+$67.7K2026-10-13
Walleye Partners, LLC
DECREASED3,5873,831-244-6%$2.9M$2.7M-$122.0K2026-10-13
Reicon Wealth Advisors, LLC
INCREASED3,5852,847+738+26%$2.1M$2.7M+$613.5K2026-11-04
Shearwater Capital LLC
INCREASED3,5673,564+3+0%$2.7M$2.7M+$63.0K2026-10-13
Curbstone Financial Management Corp
DECREASED3,5643,614-50-1%$2.7M$2.7M+$23.0K2026-10-21
Silverlake Wealth Management LLC
DECREASED3,5633,605-42-1%$2.7M$2.7M+$29.1K2026-10-21
Clarity Wealth Advisors, LLC
DECREASED3,5563,723-167-4%$2.8M$2.7M-$64.5K2026-10-21
Alliance Wealth Advisors, LLC
DECREASED3,5543,797-243-6%$2.8M$2.7M-$121.7K2026-10-28
Hutchens & Kramer Investment Management Group, LLC
INCREASED3,5533,548+5+0%$2.7M$2.7M+$64.0K2026-10-16
Aviance Capital Partners, LLC
INCREASED3,5323,527+5+0%$2.6M$2.7M+$63.4K2026-10-29
United Capital Management of KS, Inc.
DECREASED3,5243,723-199-5%$2.8M$2.7M-$88.9K2026-11-04
High Point Wealth Management, LLC
DECREASED3,5233,547-24-1%$2.7M$2.7M+$42.0K2026-11-05
Fiscal Wisdom Wealth Management, LLC
INCREASED3,5223,205+317+10%$2.4M$2.7M+$297.6K2026-10-16
NTV Asset Management LLC
INCREASED3,5083,482+26+1%$2.6M$2.7M+$79.6K2026-10-23
Cardinal Point Capital Management ULC
INCREASED3,5043,289+215+7%$2.5M$2.7M+$220.5K2026-10-21
Versant Capital Management, Inc
UNCHANGED3,4993,49900%$2.6M$2.7M+$59.3K2026-10-02
Angeles Wealth Management, LLC
DECREASED3,4983,510-120%$2.6M$2.7M+$50.0K2026-10-26
Wealthcare Capital Management LLC
DECREASED3,4913,927-436-11%$2.9M$2.7M-$267.8K2026-10-21
Petros Family Wealth, LLC
INCREASED3,4733,367+106+3%$2.5M$2.7M+$138.3K2026-10-28
Oregon Pacific Wealth Management, LLC
DECREASED3,4613,470-90%$2.6M$2.7M+$52.0K2026-10-20
Alliance Private Wealth, LLC
DECREASED3,4603,886-426-11%$2.9M$2.6M-$260.7K2026-10-20
Financial Symmetry Inc
INCREASED3,4523,451+1+0%$2.6M$2.6M+$59.3K2026-10-06
Epiq Partners, LLC
INCREASED3,4233,127+296+9%$2.3M$2.6M+$279.7K2026-10-07
Denver PWM, LLC
INCREASED3,4193,412+7+0%$2.7M$2.6M-$42.4K2026-10-22
Capital Asset Advisory Services LLC
INCREASED3,4153,264+151+5%$2.4M$2.6M+$176.1K2026-10-30
Searle & Co.
INCREASED3,4143,274+140+4%$2.5M$2.6M+$162.7K2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED3,4113,427-160%$2.6M$2.6M+$45.8K2026-10-26
Avantra Family Wealth, Inc.
INCREASED3,3983,359+39+1%$2.5M$2.6M+$86.9K2026-10-20
Wedgewood Investors Inc
DECREASED3,3963,448-52-2%$2.6M$2.6M+$18.7K2026-10-28
Sanders Morris Harris LLC
NEW3,394—+3,394——$2.6M—2026-10-14
Urban Wealth Management, LLC
DECREASED3,3873,521-134-4%$2.6M$2.6M-$42.9K2026-10-21
Fiduciary Advisors, Inc.
DECREASED3,3803,456-76-2%$2.6M$2.6M+$4322026-10-16
Parcion Private Wealth LLC
DECREASED3,3781,164,982-1,161,604-100%$28.1M$2.6M-$25.5M2026-10-28
Fiduciary Alliance LLC
DECREASED3,3694,457-1,088-24%$3.3M$2.6M-$757.5K2026-10-13
Matrix Asset Advisors Inc
INCREASED3,3453,342+3+0%$2.5M$2.6M+$59.4K2026-10-13
Odyssey Capital Advisors, Inc.
DECREASED3,3413,407-66-2%$2.6M$2.6M+$7.4K2026-10-26
Peak Financial Management, Inc.
DECREASED3,3263,365-39-1%$2.5M$2.5M+$26.8K2026-10-16
Corundum Group, Inc.
NEW3,318—+3,318——$2.5M—2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED3,3172,481+836+34%$1.9M$2.5M+$682.5K2026-10-22
ARQ Wealth Advisors, LLC
DECREASED3,3163,331-150%$2.5M$2.5M+$38.1K2026-10-29
Spinnaker Investment Group, LLC
INCREASED3,3082,875+433+15%$2.2M$2.5M+$380.4K2026-10-13
Ceera Investments, LLC
INCREASED3,3083,253+55+2%$2.4M$2.5M+$97.3K2026-11-02
Corundum Trust Company, Inc
UNCHANGED3,3063,30600%$2.5M$2.5M+$56.1K2026-10-29
WJ Wealth Management, LLC
INCREASED3,3003,240+60+2%$2.4M$2.5M+$100.9K2026-11-03
Nearside Advisors, LLC
NEW3,298—+3,298——$2.5M—2026-10-20
Boston Trust Walden Corp
UNCHANGED3,2813,28100%$2.5M$2.5M+$55.6K2026-10-30
J2 Capital Management Inc
INCREASED3,2763,181+95+3%$2.4M$2.5M+$126.7K2026-10-19
First Merchants Corp
INCREASED3,2743,273+1+0%$2.5M$2.5M+$56.3K2026-10-15
Iowa State Bank
UNCHANGED3,2733,27300%$2.5M$2.5M+$55.5K2026-10-06
Values Added Financial LLC
UNCHANGED3,2713,27100%$2.4M$2.5M+$55.5K2026-10-28
Formidable Asset Management, LLC
DECREASED3,2643,566-302-8%$2.3M$2.4M+$115.0K2026-11-03
626 Financial, LLC
INCREASED3,2533,245+8+0%$2.4M$2.5M+$61.3K2026-11-04
Regent Peak Wealth Advisors LLC
DECREASED3,2343,254-20-1%$2.4M$2.5M+$40.0K2026-10-13
Morangie Management LLC
INCREASED3,2281,891+1,337+71%$1.4M$2.5M+$1.1M2026-10-15
Compass Financial Management LLC
DECREASED3,2204,700-1,480-31%$3.6M$2.5M-$1.1M2026-10-30
Griffin Asset Management, Inc.
INCREASED3,2193,196+23+1%$2.4M$2.5M+$71.8K2026-10-22
Forbes J M & Co LLP
UNCHANGED3,2103,21000%$2.4M$2.5M+$54.4K2026-10-16
Gallacher Capital Management LLC
DECREASED3,2083,602-394-11%$2.7M$2.5M-$241.1K2026-10-30
CDM Financial Counseling Services, Inc.
INCREASED3,2013,198+3+0%$2.4M$2.5M+$56.8K2026-10-15
F&V Capital Management, LLC
UNCHANGED3,1943,19400%$2.4M$2.4K-$2.4M2026-10-19
Evolution Wealth Management Inc.
DECREASED3,1793,370-191-6%$2.5M$2.4M-$89.1K2026-10-28
Maple Capital Management, Inc.
DECREASED3,1743,298-124-4%$2.5M$2.4M-$39.0K2026-11-02
Hobart Private Capital, LLC
INCREASED3,1722,923+249+9%$2.2M$2.4M+$240.3K2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED3,1723,256-84-3%$2.4M$2.4M-$9.1K2026-10-13
Austin Asset Management Co Inc
DECREASED3,1693,387-218-6%$2.5M$2.4M-$109.5K2026-10-29
Burton Enright Welch
DECREASED3,1693,223-54-2%$2.4M$2.4M+$13.3K2026-11-04
Scott Capital Advisors, LLC
DECREASED3,1653,460-295-9%$2.6M$2.5M-$120.7K2026-10-13
Elevation Capital Advisory, LLC
NEW3,164—+3,164——$2.4M—2026-10-29
Lazard Freres Gestion S.A.S.
UNCHANGED3,1503,15000%$2.4M$2.4M+$53.0K2026-11-03
21 West Wealth Management LLC
DECREASED3,1433,168-25-1%$2.4M$2.4M+$34.6K2026-10-13
Granite FO LLC
DECREASED3,1403,160-20-1%$2.4M$2.4M+$38.3K2026-10-14
Howland Capital Management LLC
INCREASED3,1312,949+182+6%$2.2M$2.4M+$189.4K2026-10-22
Collective Family Office LLC
INCREASED3,1233,089+34+1%$2.3M$2.4M+$78.2K2026-10-05
Victory Financial Group, LLC
INCREASED3,1092,179+930+43%$1.6M$2.4M+$749.2K2026-10-27
Johnson & White Wealth Management, LLC
DECREASED3,1043,162-58-2%$2.4M$2.4M+$8.3K2026-11-03
Capital Investment Counsel, LLC
DECREASED3,1004,621-1,521-33%$3.5M$2.4M-$1.1M2026-10-14
Arbor Wealth Advisors LLC
INCREASED3,0953,086+9+0%$2.3M$2.4M+$59.2K2026-10-09
Fingerlakes Wealth Management, Inc.
DECREASED3,0943,152-58-2%$2.4M$2.4M+$9.1K2026-11-04
Kagan Cocozza Asset Management
DECREASED3,0893,097-80%$2.3M$2.4M+$46.5K2026-10-19
Fortress Financial Group, LLC
UNCHANGED3,0843,08400%$2.3M$2.4M+$52.7K2026-10-21
Uptown Financial Advisors LLC
INCREASED3,0692,631+438+17%$2.0M$2.4M+$380.1K2026-10-15
Benin Management Corp
UNCHANGED3,0683,06800%$2.3M$2.3M+$52.0K2026-10-22
Intelligence Driven Advisers, LLC
DECREASED3,0583,069-110%$2.3M$2.3M+$43.6K2026-10-09
James Investment Research, Inc.
INCREASED3,0523,015+37+1%$2.3M$2.3M+$79.1K2026-10-22
Highline Wealth Partners LLC
DECREASED3,0473,078-31-1%$2.3M$2.3M+$29.0K2026-10-19
Roan Capital Partners
DECREASED3,0423,071-29-1%$2.3M$2.3M+$30.2K2026-10-09
StoneCrest Wealth Management, Inc.
DECREASED3,0343,116-82-3%$2.3M$2.3M-$10.0K2026-11-03
Hanson & Doremus Investment Management
UNCHANGED3,0303,03000%$2.3M$2.3K-$2.3M2026-10-16
Grandfield & Dodd, LLC
UNCHANGED3,0303,03000%$2.3M$2.3M+$51.4K2026-10-29
Zullo Investment Group, Inc.
INCREASED3,0193,000+19+1%$2.2M$2.3M+$65.5K2026-10-20
Trust Co of Tennessee
UNCHANGED3,0113,01100%$2.3M$2.3M+$51.1K2026-10-16
Core Wealth Partners LLC
INCREASED3,009774+2,235+289%$579.5K$2.3M+$1.7M2026-11-02
Aerodigm Wealth, LLC
DECREASED2,9993,051-52-2%$2.3M$2.3M+$11.9K2026-10-16
Narus Financial Partners, LLC
DECREASED2,9953,317-322-10%$2.5M$2.3M-$190.7K2026-10-19
Rodgers & Associates, LTD
DECREASED2,9923,013-21-1%$2.3M$2.3M+$35.0K2026-10-20
Laurel Wealth Advisors LLC
DECREASED2,9883,043-55-2%$2.3M$2.3M+$8.9K2026-10-27
Prentiss Smith & Co Inc
INCREASED2,9771,977+1,000+51%$1.5M$2.3M+$799.4K2026-10-27
Smith Salley Wealth Management
INCREASED2,9732,870+103+4%$2.1M$2.3M+$127.8K2026-11-03
GEM Asset Management, LLC
INCREASED2,9702,961+9+0%$2.2M$2.3M+$57.1K2026-10-13
Realta Investment Advisors
INCREASED2,9582,848+110+4%$2.1M$2.3M+$132.6K2026-10-14
Amicus Financial Advisors, LLC
DECREASED2,9232,985-62-2%$2.2M$2.2M+$2.8K2026-11-03
My Personal CFO, LLC
DECREASED2,9123,007-95-3%$2.3M$2.2M-$21.5K2026-10-14
Riversedge Advisors, LLC
DECREASED2,9042,911-70%$2.2M$2.2M+$44.1K2026-10-09
North Dakota State Investment Board
DECREASED2,902179,687-176,785-98%$134.6M$2.2M-$132.3M2026-10-27
Next Level Private LLC
DECREASED2,9002,955-55-2%$2.2M$2.2M+$8.0K2026-10-20
Westchester Capital Management, Inc.
UNCHANGED2,8962,89600%$2.2M$2.2M+$49.1K2026-10-23
WoodTrust Financial Corp
INCREASED2,8912,752+139+5%$2.1M$2.2K-$2.1M2026-10-09
Asset Advisors Investment Management, LLC
INCREASED2,8722,476+396+16%$1.9M$2.2M+$345.0K2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED2,8582,859-10%$2.1M$2.2M+$47.4K2026-10-23
LEE Danner & Bass Inc
UNCHANGED2,8492,84900%$2.1M$2.2M+$48.3K2026-10-27
Pacific Park Financial, Inc.
DECREASED2,8442,866-22-1%$2.1M$2.2M+$31.8K2026-10-13
Frontier Asset Management, LLC
DECREASED2,8332,948-115-4%$2.2M$2.2M-$37.9K2026-10-28
Willow Creek Wealth Management Inc.
DECREASED2,8323,235-403-12%$2.4M$2.2M-$253.8K2026-10-26
Stirlingshire Investments, Inc.
INCREASED2,8312,671+160+6%$2.0M$2.2M+$167.7K2026-11-05
Shade Tree Advisors LLC
INCREASED2,8122,723+89+3%$2.0M$2.2M+$115.0K2026-10-22
MKT Advisors LLC
DECREASED2,8072,890-83-3%$2.2M$2.2M+$11.2K2026-10-20
Rebalance, LLC
INCREASED2,8032,796+7+0%$2.1M$2.1M+$52.6K2026-10-22
Capital Square, LLC
INCREASED2,8022,723+79+3%$2.1M$2.1M+$81.5K2026-10-19
Warwick Investment Management, Inc.
INCREASED2,8002,799+1+0%$2.1M$2.1M+$48.9K2026-10-19
Kings Path Partners LLC
INCREASED2,7972,678+119+4%$2.0M$2.1M+$136.6K2026-10-21
Powers Advisory Group, LLC
INCREASED2,7932,349+444+19%$1.8M$2.1M+$379.9K2026-10-14
Lazari Capital Management, Inc.
DECREASED2,7922,811-19-1%$2.1M$2.1M+$33.4K2026-10-20
Obsidian CIO, LLC
DECREASED2,7852,896-111-4%$2.2M$2.1M-$36.0K2026-11-05
Sageworth Trust Co of South Dakota
INCREASED2,7752,519+256+10%$1.9M$2.1M+$238.8K2026-10-30
First Community Trust NA
DECREASED2,7752,785-100%$2.1M$2.1M+$39.6K2026-10-07
Hummer Financial Advisory Services Inc
UNCHANGED2,7742,77400%$2.1M$2.1M+$47.0K2026-10-09
Tableaux LLC
DECREASED2,7672,819-52-2%$2.1M$2.1M+$8.6K2026-10-23
Family Wealth Partners, LLC
INCREASED2,7662,622+144+5%$2.0M$2.1M+$154.8K2026-10-20
Accurate Wealth Management, LLC
INCREASED2,7562,438+318+13%$1.8M$2.2M+$305.5K2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED2,7492,868-119-4%$2.1M$2.1M-$42.5K2026-10-16
Voisard Asset Management Group, Inc.
INCREASED2,7422,741+1+0%$2.1M$2.1M+$47.3K2026-10-13
Old Second National Bank of Aurora
DECREASED2,7393,309-570-17%$2.5M$2.1M-$380.4K2026-10-22
Vigilare Wealth Management
INCREASED2,7332,116+617+29%$1.6M$2.1M+$508.9K2026-10-29
Breakthru Advisory Services, LLC
DECREASED2,7333,333-600-18%$2.5M$2.1M-$403.0K2026-10-13
Frederick Financial Consultants, LLC
INCREASED2,7302,539+191+8%$1.9M$2.1M+$189.1K2026-10-29
Founders Grove Wealth Partners, LLC
UNCHANGED2,7302,73000%$2.0M$2.1M+$46.3K2026-10-16
Seneca Financial Advisors LLC
DECREASED2,7292,743-14-1%$2.1M$2.1M+$35.6K2026-10-28
Clarity Retirement & Wealth, LLC
INCREASED2,7272,658+69+3%$2.0M$2.1M+$97.9K2026-11-04
Broussard Financial Group LLC
DECREASED2,7262,760-34-1%$2.1M$2.1M+$20.8K2026-10-26
West Wealth Group, LLC
INCREASED2,7162,206+510+23%$1.7M$2.1M+$427.7K2026-10-14
Goldenstone Wealth Management LLC
DECREASED2,7102,795-85-3%$2.1M$2.1M-$18.0K2026-11-04
Israel Discount Bank of New York
DECREASED2,6992,760-61-2%$2.1M$2.1M+$932026-10-14
Brown Miller Wealth Management, LLC
DECREASED2,6882,691-30%$2.0M$2.1M+$43.4K2026-11-02
Beese Fulmer Investment Management, Inc.
DECREASED2,6682,860-192-7%$2.1M$2.0M-$98.0K2026-10-23
Philadelphia Trust Co
UNCHANGED2,6652,66500%$2.0M$2.0M+$45.0K2026-11-05
Archer Investment Corp
DECREASED2,6593,303-644-19%$2.5M$2.0M-$436.9K2026-11-05
IPG Investment Advisors LLC
DECREASED2,6583,938-1,280-32%$2.9M$2.0M-$913.4K2026-10-30
Horizon Wealth Management, LLC
INCREASED2,6582,101+557+27%$1.6M$2.0M+$462.2K2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED2,6452,323+322+14%$1.7M$2.0M+$285.9K2026-10-15
DDD Partners, LLC
UNCHANGED2,6442,64400%$2.0M$2.0M+$44.8K2026-11-02
Spectrum Advisors, Inc.
DECREASED2,6352,664-29-1%$2.0M$2.0M+$23.0K2026-11-03
Code Waechter LLC
INCREASED2,6342,609+25+1%$2.0M$2.0M+$63.4K2026-10-23
Clear Trail Advisors, LLC
DECREASED2,6262,659-33-1%$2.0M$2.0M+$19.5K2026-10-20
Violich Capital Management, Inc.
INCREASED2,6042,444+160+7%$1.8M$2.0M+$164.0K2026-10-05
R2 Capital Strategies, LLC
INCREASED2,5992,596+3+0%$1.9M$2.0M+$45.7K2026-10-15
Excalibur Management Corp
UNCHANGED2,5962,59600%$1.9M$2.0M+$44.0K2026-11-02
Intergy Private Wealth, LLC
INCREASED2,5952,530+65+3%$1.9M$2.0M+$92.9K2026-10-16
Veracity Capital LLC
DECREASED2,5952,615-20-1%$2.0M$2.0M+$28.7K2026-10-08
Wealth Advisory Solutions, LLC
INCREASED2,5902,571+19+1%$1.9M$2.0M+$58.2K2026-10-20
MBA Advisors LLC
UNCHANGED2,5902,59000%$1.9M$2.0M+$44.3K2026-10-29
Moss Adams Wealth Advisors LLC
DECREASED2,5882,674-86-3%$2.0M$2.0M-$20.9K2026-10-28
River Street Advisors LLC
INCREASED2,5822,576+6+0%$1.9M$2.0M+$48.3K2026-10-22
Morton Capital Management LLC
DECREASED2,5792,767-188-7%$2.1M$2.0M-$97.3K2026-10-23
J. Safra Sarasin Holding AG
DECREASED2,5502,753-203-7%$2.1M$2.0M-$96.3K2026-10-26
Investment Planning Advisors, Inc.
DECREASED2,5482,554-60%$1.9M$2.0M+$38.8K2026-10-14
Tritonpoint Wealth, LLC
DECREASED2,5332,875-342-12%$2.2M$1.9M-$213.4K2026-10-19
Bay Capital Advisors, LLC
INCREASED2,5232,520+3+0%$1.9M$1.9M+$44.9K2026-10-16
Independent Wealth Network Inc.
INCREASED2,5182,435+83+3%$1.8M$1.9M+$104.6K2026-10-19
marrick wealth, LLC
DECREASED2,5182,544-26-1%$1.9M$1.9M+$23.3K2026-10-20
McGuire Investment Group, LLC
DECREASED2,5152,527-120%$1.9M$1.9M+$33.7K2026-10-23
Parthenon LLC
DECREASED2,5072,557-50-2%$1.9M$1.9M+$5.1K2026-10-22
GLR Partners, LLC
INCREASED2,5072,496+11+0%$1.9M$1.9M+$50.4K2026-11-04
Sensible Money, LLC
INCREASED2,5052,417+88+4%$1.8M$1.9M+$108.3K2026-10-20
Outbound Financial Inc
UNCHANGED2,5022,50200%$1.9M$1.9M+$42.4K2026-10-13
Hardin Capital Partners, LLC
INCREASED2,4941,754+740+42%$1.3M$1.9M+$592.0K2026-10-09
Beutel, Goodman & Co Ltd.
INCREASED2,4711,849+622+34%$1.4M$1.9M+$506.0K2026-11-04
Acorn Financial Advisory Services Inc
DECREASED2,4702,474-40%$1.9M$1.9M+$39.1K2026-11-02
Kornitzer Capital Management Inc
DECREASED2,4672,792-325-12%$2.1M$1.9M-$201.5K2026-11-03
Birchwood Financial Partners, Inc.
INCREASED2,4662,397+69+3%$1.8M$1.9M+$93.5K2026-11-02
Capital Squared Financial LLC
INCREASED2,4592,174+285+13%$1.6M$1.9M+$254.9K2026-10-30
Brooklyn FI, LLC
INCREASED2,4511,821+630+35%$1.4M$1.9M+$520.3K2026-11-05
True North Advisors, LLC
INCREASED2,4442,360+84+4%$1.8M$1.9M+$105.0K2026-10-22
Inspirion Wealth Advisors, LLC
INCREASED2,4362,435+1+0%$1.8M$1.9M+$40.9K2026-10-09
Next Level Wealth Planning, LLC
INCREASED2,4342,406+28+1%$1.8M$1.9M+$62.4K2026-10-29
Waterfront Wealth Inc.
DECREASED2,4252,452-27-1%$1.9M$1.9M+$12.5K2026-11-03
Cabot Wealth Management Inc
UNCHANGED2,4252,42500%$1.8M$1.9M+$41.1K2026-11-05
Park Edge Advisors, LLC
INCREASED2,423507+1,916+378%$379.7K$1.9M+$1.5M2026-10-28
High Probability Advisors, LLC
UNCHANGED2,4222,42200%$1.8M$1.9M+$41.1K2026-10-19
Lawood & Co
DECREASED2,4192,435-16-1%$1.8M$1.9M+$29.0K2026-10-09
Griffith & Werner, Inc.
INCREASED2,4152,410+5+0%$1.8M$1.8M+$44.4K2026-11-04
Bell Bank
DECREASED2,4102,418-80%$1.8M$1.8M+$34.9K2026-10-21
Quantum Financial Partners LLC
INCREASED2,3991,962+437+22%$1.5M$1.8M+$368.1K2026-10-19
Clientfirst Wealth Management, LLC
UNCHANGED2,3912,39100%$1.8M$1.8M+$40.6K2026-11-04
Family Office Research LLC
INCREASED2,3812,380+1+0%$1.8M$1.8M+$41.6K2026-10-14
Montz Harcus Wealth Management LLC
INCREASED2,3791,675+704+42%$1.3M$1.8M+$567.1K2026-10-09
Corrado Advisors, LLC
INCREASED2,3792,312+67+3%$1.7M$1.8M+$90.0K2026-10-27
Hudson Oak Wealth Advisory LLC
DECREASED2,3772,497-120-5%$1.9M$1.8M-$49.6K2026-10-16
Hickory Point Bank & Trust
DECREASED2,3742,379-50%$1.8M$1.8M+$36.5K2026-10-01
Capital Management Associates, Inc
DECREASED2,3642,374-100%$1.8M$1.8M+$32.4K2026-10-20
Berkshire Money Management, Inc.
NEW2,347—+2,347——$1.8M—2026-10-21
Capital Investment Advisory Services, LLC
INCREASED2,3462,155+191+9%$1.6M$1.8M+$184.5K2026-10-30
Everett Harris & Co
DECREASED2,3442,444-100-4%$1.8M$1.8M-$35.1K2026-10-28
Cora Capital Advisors LLC
UNCHANGED2,3412,34100%$1.8M$1.8M+$39.7K2026-11-02
Lakewood Asset Management LLC
INCREASED2,3362,221+115+5%$1.7M$1.8M+$126.1K2026-10-26
Avid Wealth Partners LLC
DECREASED2,33414,463-12,129-84%$10.8M$1.8M-$9.0M2026-11-03
White Lighthouse Investment Management Inc.
DECREASED2,3172,324-70%$1.7M$1.8M+$34.3K2026-10-21
Stone Wealth Partners
INCREASED2,3121,674+638+38%$1.3M$1.8M+$508.6K2026-11-05
Arthur M. Cohen & Associates, LLC
INCREASED2,3082,303+5+0%$1.7M$1.8M+$43.0K2026-10-26
55 North Private Wealth, LLC
DECREASED2,2972,320-23-1%$1.7M$1.8M+$22.0K2026-10-20
Atwood & Palmer Inc
INCREASED2,2761,725+551+32%$1.3M$1.7M+$450.8K2026-10-08
Canopy Partners, LLC
DECREASED2,2712,282-110%$1.7M$1.7M+$30.3K2026-10-28
SkyOak Wealth, LLC
UNCHANGED2,2712,27100%$1.7M$1.7M+$38.6K2026-10-28
Gordian Advisors LLC
INCREASED2,2661,265+1,001+79%$947.6K$1.7M+$787.8K2026-10-30
Destiny Wealth Partners, LLC
DECREASED2,2642,315-51-2%$1.7M$1.7M-$27.5K2026-11-05
LMG Wealth Partners, LLC
UNCHANGED2,2602,26000%$1.7M$1.7M+$38.3K2026-11-05
Atlas Private Wealth Advisors
INCREASED2,2511,706+545+32%$1.3M$1.7M+$446.2K2026-10-23
Reinhart Partners, Llc.
UNCHANGED2,2452,24500%$1.7M$1.7M+$38.1K2026-10-09
Accel Wealth Management
INCREASED2,2262,022+204+10%$1.5M$1.7M+$189.8K2026-10-13
Ehrlich Financial Group
DECREASED2,2192,288-69-3%$1.7M$1.7M-$14.0K2026-10-20
Principle Wealth Partners LLC
UNCHANGED2,2172,21700%$1.7M$1.7M+$37.8K2026-11-02
Brown Financial Advisory
DECREASED2,2132,236-23-1%$1.7M$1.7M+$20.3K2026-11-05
E&G Advisors, LLC
DECREASED2,2102,215-50%$1.7M$1.7M+$33.7K2026-10-13
Moneywise, Inc.
DECREASED2,2034,335-2,132-49%$3.2M$1.7M-$1.6M2026-10-30
Range Financial Group LLC
DECREASED2,1992,267-68-3%$1.7M$1.7M-$14.4K2026-10-21
Randolph Co Inc
INCREASED2,1982,183+15+1%$1.6M$1.7M+$48.5K2026-10-23
Clear Harbor Asset Management, LLC
INCREASED2,1961,893+303+16%$1.4M$1.7M+$264.4K2026-11-05
Blue Line Capital, LLC / IL
INCREASED2,1931,974+219+11%$1.5M$1.7M+$201.4K2026-11-04
Arbor Investment Advisors, LLC
DECREASED2,1932,205-12-1%$1.7M$1.7M+$28.2K2026-10-26
TruNorth Capital Management, LLC
UNCHANGED2,1902,19000%$1.6M$1.7M+$37.1K2026-10-14
Financial Network Wealth Advisors LLC
INCREASED2,1722,047+125+6%$1.5M$1.7M+$130.4K2026-10-28
JIM Saulnier & Associates, LLC
INCREASED2,1682,166+2+0%$1.6M$1.7M+$38.1K2026-11-04
MBL Wealth, LLC
DECREASED2,1592,182-23-1%$1.6M$1.7M+$19.4K2026-10-22
Ethic Inc.
INCREASED2,1571,335+822+62%$999.8K$1.7M+$652.5K2026-11-03
Whipplewood Advisors, LLC
DECREASED2,1572,197-40-2%$1.6M$1.7M+$6.6K2026-10-20
Pacific Excel Wealth Advisors, Inc.
DECREASED2,1567,931-5,775-73%$5.9M$1.7M-$4.3M2026-10-27
Pekin Hardy Strauss, Inc.
UNCHANGED2,1472,14700%$1.6M$1.6M+$36.4K2026-11-02
Independent Investors Inc
INCREASED2,1462,106+40+2%$1.6M$1.6M+$66.4K2026-10-30
Focused Wealth Management, Inc
INCREASED2,1432,010+133+7%$1.5M$1.6M+$135.7K2026-10-30
Crown Wealth Group, LLC
INCREASED2,1392,089+50+2%$1.6M$1.6M+$73.6K2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED2,1302,193-63-3%$1.6M$1.6M-$11.1K2026-10-29
Altfest L J & Co Inc
DECREASED2,1222,179-57-3%$1.6M$1.6M-$6.6K2026-10-27
Simplex Trading, LLC
INCREASED2,1171,196+921+77%$895.7K$1.6M+$725.6K2026-11-04
Balboa Wealth Partners
INCREASED2,1171,997+120+6%$1.5M$1.6M+$125.8K2026-10-20
Dickmeyer Boyce Financial Management, Inc.
INCREASED2,1142,045+69+3%$1.5M$1.6M+$87.8K2026-10-08
A&I Financial Services, LLC
DECREASED2,1032,117-14-1%$1.6M$1.6M+$25.2K2026-10-15
Insight Wealth Strategies, LLC
DECREASED2,1012,381-280-12%$1.8M$1.6M-$174.0K2026-10-09
Yarbrough Capital, LLC
UNCHANGED2,0982,09800%$1.6M$1.6M+$35.6K2026-10-19
Autumn Glory Partners, LLC
UNCHANGED2,0892,08900%$1.6M$1.6M+$35.4K2026-10-26
Center for Financial Planning, Inc.
UNCHANGED2,0892,08900%$1.6M$1.6M+$35.4K2026-10-26
SeaCrest Wealth Management, LLC
INCREASED2,0872,039+48+2%$1.5M$1.6M+$71.6K2026-10-21
Lavelle Capital LP
INCREASED2,0702,000+70+4%$1.5M$1.6M+$87.5K2026-11-03
Ridgeline Wealth Planning, LLC
DECREASED2,0582,571-513-20%$1.9M$1.6M-$348.7K2026-10-29
Sara-Bay Financial
INCREASED2,0341,938+96+5%$1.5M$1.6M+$106.9K2026-10-21
Means Investment Co., Inc.
DECREASED2,0342,039-50%$1.5M$1.6M+$31.3K2026-11-03
Midwest Heritage Bank, FSB
DECREASED2,0312,051-20-1%$1.5M$1.6M+$19.5K2026-10-26
Able Financial Group, LLC
DECREASED2,0272,036-90%$1.5M$1.6M+$27.6K2026-10-14
StoryOne LLC
INCREASED2,0261,013+1,013+100%$758.3K$1.6M+$793.5K2026-10-13
Legacy Financial Group, Inc.
DECREASED2,0252,069-44-2%$1.5M$1.6M+$1.4K2026-10-21
SLT Holdings LLC
INCREASED2,0221,618+404+25%$1.2M$1.5M+$336.9K2026-10-15
Cornerstone Wealth, LLC
INCREASED2,0201,929+91+5%$1.5M$1.5M+$79.1K2026-10-28
LexAurum Advisors, LLC
INCREASED2,0151,978+37+2%$1.5M$1.5M+$62.1K2026-10-19
Key Capital Management, Inc
INCREASED2,0061,696+310+18%$1.3M$1.5M+$266.2K2026-11-03
Cortland Associates Inc
DECREASED2,0002,287-287-13%$1.7M$1.5M-$181.0K2026-10-29
Madden Securities Corp
UNCHANGED2,0002,00000%$1.5M$1.5M+$33.9K2026-10-27
KG Capital Management
DECREASED1,9952,074-79-4%$1.6M$1.5M-$25.1K2026-10-15
Northwest Wealth Management, LLC
INCREASED1,9931,867+126+7%$1.4M$1.5M+$128.2K2026-10-30
J.Safra Asset Management Corp
UNCHANGED1,9761,97600%$1.5M$1.5M+$33.5K2026-11-03
Ervin Investment Management, LLC
DECREASED1,9731,978-50%$1.5M$1.5M+$29.7K2026-10-23
Marion Wealth Management
INCREASED1,9681,915+53+3%$1.4M$1.5M+$73.1K2026-10-22
Sterling Wealth Management, Inc.
DECREASED1,9652,916-951-33%$2.2M$1.5M-$679.2K2026-10-23
Tuttle Capital Management, LLC
NEW1,959—+1,959——$1.5M—2026-10-21
Wingate Wealth Advisors, Inc.
DECREASED1,9591,961-20%$1.5M$1.5M+$31.7K2026-10-26
Financial Insights, Inc.
UNCHANGED1,9561,95600%$1.5M$1.5M+$33.2K2026-10-27
Cowa, LLC
DECREASED1,9481,983-35-2%$1.5M$1.5M+$6.8K2026-10-30
Northwest Financial Advisors
INCREASED1,9441,915+29+2%$1.4M$1.5M+$54.7K2026-10-27
Woodside Wealth Management LLC
UNCHANGED1,9441,94400%$1.5M$1.5M+$33.0K2026-10-16
Strata Wealth Advisors, LLC
DECREASED1,9311,932-10%$1.4M$1.5M+$31.8K2026-10-16
Paladin Wealth, LLC
DECREASED1,9202,039-119-6%$1.5M$1.5M-$56.4K2026-10-23
SmartHarvest Portfolios, LLC
DECREASED1,9122,106-194-9%$1.6M$1.5M-$112.9K2026-10-26
Tucker Asset Management LLC
INCREASED1,9051,434+471+33%$1.1M$1.5M+$384.6K2026-10-29
Ballast, Inc.
UNCHANGED1,9051,90500%$1.4M$1.5M+$32.3K2026-10-20
Colonial River Investments, LLC
INCREASED1,8981,301+597+46%$974.4K$1.5M+$479.4K2026-10-19
Opal Wealth Advisors, LLC
INCREASED1,8961,791+105+6%$1.3M$1.5M+$110.4K2026-10-16
Planned Solutions, Inc.
INCREASED1,8771,876+1+0%$1.4M$1.4M+$32.5K2026-10-19
Vertrix Wealth Management, LLC
INCREASED1,8751,853+22+1%$1.4M$1.4M+$48.1K2026-10-13
D'Orazio & Associates, Inc.
INCREASED1,8741,765+109+6%$1.3M$1.4M+$113.2K2026-11-04
Princeton Capital Management LLC
UNCHANGED1,8741,87400%$1.4M$1.4M+$31.8K2026-10-27
Bond & Devick Financial Network, Inc.
UNCHANGED1,8731,87300%$1.4M$1.4M+$31.8K2026-10-23
BFI Infinity Ltd.
UNCHANGED1,8681,86800%$1.4M$1.4M+$28.0K2026-10-16
GEN Financial Management, Inc.
UNCHANGED1,8681,86800%$1.4M$1.4M+$31.7K2026-10-13
Altiora Financial Group, LLC
DECREASED1,8663,725-1,859-50%$2.8M$1.4M-$1.4M2026-11-04
TrueWealth Advisors, LLC
INCREASED1,8641,856+8+0%$1.4M$1.4M+$38.0K2026-10-09
BCS Wealth Management
UNCHANGED1,8541,85400%$1.4M$1.4M+$31.6K2026-11-03
Sacks & Associates, LLC
DECREASED1,8521,883-31-2%$1.4M$1.4M+$5.4K2026-10-09
Register Financial Advisors LLC
DECREASED1,8471,999-152-8%$1.5M$1.4M-$82.5K2026-10-23
Hamilton Capital, LLC
DECREASED1,8471,943-96-5%$1.5M$1.4M-$40.6K2026-10-08
Inscription Capital, LLC
INCREASED1,8461,243+603+49%$931.0K$1.4M+$482.3K2026-11-02
Elevation Wealth Management LLC
INCREASED1,8451,788+57+3%$1.3M$1.4M+$74.1K2026-11-02
Aspen Wealth Management LLC
INCREASED1,8381,724+114+7%$1.3M$1.4M+$116.4K2026-10-14
71 West Capital Partners
DECREASED1,8342,055-221-11%$1.5M$1.4M-$134.4K2026-11-04
Peck Wealth Management, LLC
DECREASED1,8111,841-30-2%$1.4M$1.4M+$8.2K2026-10-29
Agate Pass Investment Management, LLC
INCREASED1,8101,714+96+6%$1.3M$1.4M+$102.6K2026-10-20
Avantax Planning Partners, Inc.
INCREASED1,8081,614+194+12%$1.2M$1.4M+$176.0K2026-11-03
Jm2 Capital Inc.
UNCHANGED1,8011,80100%$1.3M$1.4M+$30.5K2026-10-14
Summit Global Investments
DECREASED1,8001,840-40-2%$1.4M$1.4K-$1.4M2026-10-28
Trinity Financial Advisors LLC
DECREASED1,7902,481-691-28%$1.9M$1.4M-$487.3K2026-10-09
Newman Dignan & Sheerar, Inc.
UNCHANGED1,7831,78300%$1.3M$1.4M+$30.2K2026-10-21
Team Financial Group, LLC
INCREASED1,7811,695+86+5%$1.3M$1.4M+$94.3K2026-10-30
Brookmont Capital Management
INCREASED1,7811,774+7+0%$1.3M$1.4M+$35.6K2026-10-23
Prosperity Planning, Inc.
INCREASED1,7801,648+132+8%$1.2M$1.4M+$129.0K2026-10-09
Portland Financial Advisors Inc
UNCHANGED1,7741,77400%$1.3M$1.4M+$30.1K2026-10-26
Aventus Investment Advisors, Inc.
UNCHANGED1,7681,76800%$1.3M$1.4M+$30.0K2026-10-09
Redwood Financial Network Corp
DECREASED1,7671,771-40%$1.3M$1.4M+$27.1K2026-11-03
Centerpoint Advisory Group
DECREASED1,7651,793-28-2%$1.3M$1.4M+$9.2K2026-10-23
Councilor Wealth, LLC
INCREASED1,7631,762+1+0%$1.3M$1.4M+$30.7K2026-10-09
Mcrae Capital Management Inc
DECREASED1,7591,766-70%$1.3M$1.3M+$24.2K2026-10-15
Avion Wealth
INCREASED1,7561,752+4+0%$1.3M$1.3M+$33.0K2026-11-04
Harbor Capital Advisors, Inc.
INCREASED1,7501,639+111+7%$1.2M$1.3K-$1.2M2026-10-22
Ryan Investment Management, Inc.
UNCHANGED1,7481,74800%$1.3M$1.3M+$29.6K2026-10-20
CMH Wealth Management LLC
DECREASED1,7441,900-156-8%$1.4M$1.3M-$87.2K2026-10-22
Orba Wealth Advisors, L.L.C.
DECREASED1,7293,129-1,400-45%$2.3M$1.3M-$1.0M2026-10-23
Foguth Wealth Management, Llc.
INCREASED1,7281,081+647+60%$805.4K$1.3M+$519.2K2026-10-19
Juno Financial Group LLC
DECREASED1,7221,724-20%$1.3M$1.3M+$27.7K2026-10-27
Bill Few Associates, Inc.
INCREASED1,7201,702+18+1%$1.3M$1.3M+$42.7K2026-10-09
Global View Capital Management LLC
DECREASED1,7092,309-600-26%$1.7M$1.3M-$420.3K2026-10-28
Provenance Wealth Advisors, LLC
INCREASED1,7081,624+84+5%$1.2M$1.3M+$91.7K2026-10-30
Roberts Wealth Advisors, LLC
DECREASED1,7071,935-228-12%$1.4M$1.3M-$141.6K2026-10-14
Sierra Ocean, LLC
DECREASED1,7061,883-177-9%$1.4M$1.3M-$103.6K2026-11-03
Sage Capital Management, LLC
UNCHANGED1,7051,70500%$1.3M$1.3M+$29.7K2026-10-20
North Point Portfolio Managers Corp
UNCHANGED1,6951,69500%$1.3M$1.3M+$28.7K2026-10-07
Grey Fox Wealth Advisors, LLC
INCREASED1,693997+696+70%$746.9K$1.3M+$549.6K2026-11-03
Tenon Financial LLC
INCREASED1,6931,457+236+16%$1.1M$1.3M+$206.0K2026-10-14
180 Wealth Advisors, LLC
DECREASED1,6881,710-22-1%$1.3M$1.3M+$11.8K2026-11-03
Oak Harvest Investment Services
DECREASED1,6862,763-1,077-39%$2.1M$1.3M-$777.9K2026-10-20
Ifrah Financial Services, Inc.
INCREASED1,6821,415+267+19%$1.1M$1.3M+$229.0K2026-10-13
Selby Wealth Management, LLC
INCREASED1,6821,678+4+0%$1.3M$1.3M+$31.6K2026-10-16
Rockport Wealth LLC
UNCHANGED1,6821,68200%$1.3M$1.3M+$28.5K2026-11-03
Strategic Equity Management
DECREASED1,6653,620-1,955-54%$2.7M$1.3M-$1.4M2026-11-04
Financial Planning Navigators Corp
DECREASED1,6631,673-10-1%$1.3M$1.3M+$20.7K2026-10-14
Sincerus Advisory, LLC
DECREASED1,6561,710-54-3%$1.3M$1.3M-$12.0K2026-10-09
Lane Brothers & Co Inc
DECREASED1,6528,907-7,255-81%$6.7M$1.3M-$5.4M2026-11-02
Xena Financial Planning, LLC
DECREASED1,6471,701-54-3%$1.3M$1.3M-$13.1K2026-10-13
Gerber, LLC
UNCHANGED1,6461,64600%$1.2M$1.3M+$28.3K2026-10-21
McHugh Group, LLC
UNCHANGED1,6451,64500%$1.2M$1.3M+$27.9K2026-10-19
Correct Capital Wealth Management
DECREASED1,6401,641-10%$1.2M$1.3M+$27.8K2026-11-02
Barlow Wealth Partners, LLC
INCREASED1,6391,630+9+1%$1.2M$1.3M+$62.0K2026-10-15
Align Financial, LLC
UNCHANGED1,6351,63500%$1.2M$1.3M+$27.7K2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED1,6271,755-128-7%$1.3M$1.2M-$69.2K2026-11-03
Crew Capital Management, Ltd
DECREASED1,6221,912-290-15%$1.4M$1.2M-$189.9K2026-10-28
Aureum Wealth Management, LLC
DECREASED1,6191,629-10-1%$1.2M$1.2M+$20.0K2026-10-15
Life Planning Partners, Inc
DECREASED1,6171,681-64-4%$1.3M$1.2M-$21.0K2026-10-28
N10 Wealth, LLC
NEW1,610—+1,610——$1.2M—2026-10-14
Ascentis Wealth Management, LLC
INCREASED1,6081,601+7+0%$1.2M$1.2M+$32.8K2026-11-03
Marks Group Wealth Management, Inc
UNCHANGED1,5981,59800%$1.2M$1.2M+$27.1K2026-11-05
VCI Wealth Management LLC
DECREASED1,5921,788-196-11%$1.3M$1.2M-$119.8K2026-10-29
46 Peaks LLC
DECREASED1,5871,588-10%$1.2M$1.2M+$26.9K2026-11-03
McClarren Financial Advisors, Inc.
DECREASED1,5852,150-565-26%$1.6M$1.2M-$396.0K2026-10-15
Sjbenen Advisory, LLC
INCREASED1,5851,302+283+22%$974.7K$1.2M+$245.0K2026-10-19
William Mack & Associates, Inc.
INCREASED1,5841,533+51+3%$1.1M$1.2M+$65.2K2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED1,5791,042+537+52%$786.8K$1.2M+$429.4K2026-10-21
Revisor Wealth Management LLC
DECREASED1,5671,607-40-2%$1.2M$1.2M-$2.7K2026-10-20
Gutierrez Wealth Advisory, LLC
INCREASED1,5621,451+111+8%$1.1M$1.2M+$109.1K2026-11-02
SP Asset Management LLC
INCREASED1,5601,557+3+0%$1.2M$1.2M+$28.9K2026-11-05
Chris Bulman Inc
DECREASED1,5541,556-20%$1.2M$1.2M+$24.9K2026-10-20
Thryve Wealth Management LLC
INCREASED1,5451,497+48+3%$1.1M$1.2M+$62.3K2026-10-09
Merkkuri Wealth Advisors LLC
DECREASED1,5331,554-21-1%$1.2M$1.2M+$10.0K2026-11-03
Argentarii, LLC
UNCHANGED1,5221,52200%$1.2M$1.2M-$12.8K2026-10-28
Mutual of America Capital Management LLC
INCREASED1,5201,423+97+7%$1.1M$1.2M+$98.4K2026-10-23
Lake Hills Wealth Management, LLC
UNCHANGED1,5201,52000%$1.1M$1.2M+$25.8K2026-10-07
Tandem Capital Management Corp
UNCHANGED1,5181,51800%$1.1M$1.2M+$25.7K2026-10-22
Vilga Financial Planning LLC
INCREASED1,5171,515+2+0%$1.1M$1.2M+$27.6K2026-10-09
Flagship Wealth Advisors, LLC
UNCHANGED1,5161,51600%$1.1M$1.2M+$25.7K2026-11-03
Reik & Co., LLC
UNCHANGED1,5161,51600%$1.1M$1.2M+$25.7K2026-10-27
SJS Investment Consulting Inc.
INCREASED1,5151,347+168+12%$1.0M$1.2M+$151.6K2026-10-26
Meritas Wealth Management, LLC
DECREASED1,5071,510-30%$1.1M$1.2M+$23.1K2026-10-14
Kondo Wealth Advisors, Inc.
INCREASED1,5031,499+4+0%$1.1M$1.2M+$28.2K2026-10-19
RMR Capital Management, LLC
UNCHANGED1,4981,49800%$1.1M$1.1M+$25.4K2026-10-23
Briaud Financial Planning Inc
DECREASED1,4923,903-2,411-62%$2.9M$1.1M-$1.8M2026-10-20
Essential Investment Partners LLC
INCREASED1,4921,452+40+3%$1.1M$1.1M+$55.3K2026-10-27
Nicollet Investment Management, Inc.
INCREASED1,4911,489+2+0%$1.1M$1.1K-$1.1M2026-10-14
Dodds Wealth, LLC
INCREASED1,4881,485+3+0%$1.1M$1.1M+$27.5K2026-11-02
Ignite Planners, LLC
INCREASED1,4871,400+87+6%$1.0M$1.1M+$90.6K2026-10-14
Capital City Trust Co
DECREASED1,4871,547-60-4%$1.2M$1.1M-$19.7K2026-10-22
Manuka Financial, LLC
UNCHANGED1,4861,48600%$1.1M$1.1M+$25.4K2026-10-16
Towneley Capital Management, Inc / de
DECREASED1,4831,488-50%$1.1M$1.1M+$21.4K2026-10-09
Sky Investment Group LLC
UNCHANGED1,4811,48100%$1.1M$1.1M+$25.1K2026-10-30
Monument Capital Management
INCREASED1,4791,369+110+8%$1.0M$1.1M+$107.5K2026-10-09
Monte Financial Group, LLC
INCREASED1,4781,375+103+7%$1.0M$1.1M+$100.2K2026-11-02
Capstone Wealth Management Group, LLC
DECREASED1,4781,484-60%$1.1M$989.3K-$122.0K2026-11-05
Lmcg Investments, LLC
DECREASED1,4761,730-254-15%$1.3M$1.1M-$165.2K2026-10-21
Colorado Capital Management, Inc.
DECREASED1,4761,557-81-5%$1.2K$1.1K-$362026-10-15
Ddfg, Inc
INCREASED1,4711,468+3+0%$1.1M$1.1M+$27.6K2026-10-15
Redmond Asset Management, LLC
INCREASED1,4641,460+4+0%$1.1M$1.1M+$27.8K2026-10-27
Globalt Investments LLC / GA
UNCHANGED1,4611,46100%$1.1M$1.1M+$24.8K2026-10-27
Amplius Wealth Advisors, LLC
NEW1,459—+1,459——$1.1M—2026-10-20
Asset Allocation Strategies LLC
DECREASED1,4591,463-40%$1.1M$1.1M+$21.5K2026-10-20
Hibernia Wealth Partners, LLC
INCREASED1,4561,179+277+23%$882.7K$1.1M+$232.5K2026-10-29
Cullen Investment Group, Ltd.
INCREASED1,4561,394+62+4%$1.0M$1.1M+$93.8K2026-10-13
Pathway Financial Advisors LLC
UNCHANGED1,4561,45600%$1.1M$1.1M+$25.4K2026-10-07
DSG Capital Advisors, LLC
UNCHANGED1,4531,45300%$1.1M$1.1M+$15.6K2026-11-05
WT Wealth Management
DECREASED1,4481,458-10-1%$1.1M$1.1M+$17.1K2026-10-13
Green Ridge Wealth Planning LLC
UNCHANGED1,4471,44700%$1.1M$1.1M+$24.5K2026-10-08
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED1,4441,494-50-3%$1.1M$1.1M-$13.2K2026-10-15
MN Wealth Advisors, LLC
DECREASED1,4431,483-40-3%$1.1M$1.1M-$5.9K2026-10-23
Waystone Advisors LLC
UNCHANGED1,4431,44300%$1.1M$1.1M$02026-10-16
Johnson Bixby & Associates, LLC
DECREASED1,4391,445-60%$1.1M$1.1M+$20.0K2026-10-14
Legacy Solutions, LLC
INCREASED1,4321,431+1+0%$1.1M$1.1M+$25.2K2026-10-07
Sanchez Wealth Management Group
DECREASED1,43141,374-39,943-97%$31.0M$1.1M-$29.9M2026-11-02
Fiduciary Financial Group, LLC
INCREASED1,4291,413+16+1%$1.1M$1.1M+$36.2K2026-10-13
KFG Wealth Management, LLC
INCREASED1,4181,355+63+5%$1.0M$1.1M+$71.2K2026-10-16
Shakespeare Wealth Management, LLC
NEW1,416—+1,416——$1.1M—2026-10-28
Matauro, LLC
INCREASED1,4151,395+20+1%$1.0M$1.1M+$39.1K2026-11-03
Bennett Selby Investments LP
UNCHANGED1,4081,40800%$1.1M$1.1M+$23.9K2026-10-19
Hudson Capital Management LLC
UNCHANGED1,4021,40200%$1.1M$1.1M+$23.8K2026-10-20
Chatham Capital Group, Inc.
UNCHANGED1,4021,40200%$1.0M$1.1M+$23.8K2026-10-16
NBZ Investment Advisors LLC
UNCHANGED1,3971,39700%$1.0M$1.1M+$23.7K2026-10-30
Charter Capital Management, Llc\de
DECREASED1,3921,632-240-15%$1.2M$1.1M-$156.0K2026-10-28
Gibson Capital, LLC
UNCHANGED1,3911,39100%$1.0M$1.1M+$23.6K2026-10-23
River's Edge Wealth Management, LLC
INCREASED1,3891,367+22+2%$1.0M$1.1M+$28.1K2026-10-19
Summit Investment Advisory Services, LLC
INCREASED1,3881,386+2+0%$1.0M$1.1M+$24.6K2026-11-03
PW Nova Financial Services LLC
DECREASED1,3871,601-214-13%$1.2M$1.1M-$136.7K2026-10-15
Grant Private Wealth Management Inc
INCREASED1,3841,129+255+23%$845.5K$1.1M+$214.6K2026-10-19
USAdvisors Wealth Management, LLC
DECREASED1,3841,393-9-1%$1.0M$1.1K-$1.0M2026-10-21
Community Financial Services Group, LLC
INCREASED1,3811,224+157+13%$916.9K$1.1M+$142.9K2026-10-15
Bradyco, Inc.
UNCHANGED1,3791,37900%$1.0M$1.1M+$23.4K2026-11-03
Hunter Associates Investment Management LLC
DECREASED1,3781,403-25-2%$1.1M$1.1K-$1.0M2026-10-26
Aries Wealth Management
UNCHANGED1,3771,37700%$1.0M$1.1M+$23.4K2026-10-23
Omni 360 Wealth, Inc.
INCREASED1,3741,318+56+4%$986.9K$1.1M+$65.2K2026-10-13
MeadowBrook Investment Advisors LLC
UNCHANGED1,3741,37400%$1.0M$1.1M+$25.4K2026-10-29
Penney Financial, LLC
UNCHANGED1,3741,37400%$1.0M$1.1M+$23.3K2026-10-20
Hall Laurie J Trustee
UNCHANGED1,3691,36900%$1.0M$1.0M+$23.2K2026-10-06
First Pacific Financial
DECREASED1,3681,391-23-2%$1.0M$1.0M+$5.5K2026-10-14
TrinityBridge Ltd
DECREASED1,3651,382-17-1%$1.0M$1.0K-$1.0M2026-10-30
Value Investment Professionals, LLC
UNCHANGED1,3621,36200%$1.0M$1.0M+$23.1K2026-10-13
City State Bank
INCREASED1,3521,322+30+2%$990.0K$1.0M+$45.4K2026-10-20
SFI Advisors, LLC
UNCHANGED1,3501,35000%$1.0M$1.0M+$22.9K2026-10-30
Great Waters Wealth Management
INCREASED1,3491,348+1+0%$1.0M$1.0M+$23.8K2026-10-07
Cerro Pacific Wealth Advisors LLC
DECREASED1,3471,471-124-8%$1.1M$1.0M-$69.7K2026-10-22
Pearl Planning LLC
DECREASED1,3461,348-20%$1.0M$1.0M+$21.3K2026-10-13
Westside Investment Management, Inc.
UNCHANGED1,3451,34500%$1.0M$1.0M+$22.8K2026-11-02
Chemistry Wealth Management LLC
DECREASED1,3441,378-34-2%$1.0M$1.0M-$2.7K2026-10-16
Prosperity Financial Group, Inc.
DECREASED1,3411,398-57-4%$1.0M$1.0M-$19.9K2026-10-29
Global Assets Advisory, LLC
INCREASED1,3401,211+129+11%$909.5K$1.0M+$133.1K2026-10-28
Thompson Siegel & Walmsley LLC
DECREASED1,3371,348-11-1%$1.0M$1.0M+$14.0K2026-11-05
Washington Trust Advisors, Inc.
DECREASED1,3331,378-45-3%$1.0M$1.0M-$10.7K2026-10-22
SpringVest Wealth Management LLC
INCREASED1,3331,329+4+0%$995.1K$1.0M+$25.6K2026-10-27
Planning Strategies Inc.
DECREASED1,3321,346-14-1%$1.0M$1.0M+$12.1K2026-10-02
Capital Investment Services of America, Inc.
UNCHANGED1,3301,33000%$996.0K$1.0M+$22.6K2026-11-02
Bensler, LLC
DECREASED1,3271,376-49-4%$1.0M$1.0M-$13.7K2026-11-05
Financial Futures Ltd Liability Co.
UNCHANGED1,3261,32600%$992.7K$1.0M+$22.5K2026-10-13
ARS Wealth Advisors Group, LLC
DECREASED1,3231,364-41-3%$1.0M$1.0M-$8.7K2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED1,3201,297+23+2%$971.0K$1.0M+$39.9K2026-10-29
Heartwood Wealth Advisors LLC
UNCHANGED1,3201,32000%$988.5K$1.0M+$22.4K2026-10-05
InvesTrust
DECREASED1,3131,428-115-8%$1.1M$1.0M-$63.9K2026-10-14
First National Bank Sioux Falls
INCREASED1,3111,143+168+15%$805.5K$1.0M+$198.5K2026-10-13
Tenret Co LLC
NEW1,307—+1,307——$1.0M—2026-11-02
Taylor Securities Services, Inc.
DECREASED1,3071,610-303-19%$1.2M$1.0M-$204.7K2026-10-20
Retirement Guys Formula LLC
INCREASED1,2971,131+166+15%$805.8K$936.6K+$130.8K2026-10-26
DecisionPoint Financial, LLC
INCREASED1,2931,065+228+21%$797.9K$991.9K+$194.0K2026-10-27
Westbourne Investment Advisors, Inc.
INCREASED1,2911,289+2+0%$965.5K$988.7K+$23.3K2026-10-20
Three Magnolias Financial Advisors, LLC
UNCHANGED1,2881,28800%$964.8K$986.7K+$21.9K2026-10-14
Woodard & Co Asset Management Group Inc
INCREASED1,2871,209+78+6%$905.8K$985.6K+$79.8K2026-11-03
Torrey Growth & Income Advisors
DECREASED1,2871,292-50%$968.8K$992.9K+$24.1K2026-11-04
Compton Wealth Advisory Group, LLC
UNCHANGED1,2871,28700%$964.3K$987.9K+$23.5K2026-10-13
Willow Creek Capital Management, Inc.
UNCHANGED1,2861,28600%$963.1K$963.1K$02026-10-16
M.E. Allison & Co., Inc.
INCREASED1,2821,276+6+0%$955.2K$981.8K+$26.6K2026-10-09
HRC Wealth Management, LLC
INCREASED1,2821,279+3+0%$957.6K$982.2K+$24.5K2026-10-16
Invera Wealth Advisors, LLC
INCREASED1,2781,226+52+4%$918.1K$978.8K+$60.6K2026-10-28
Kassira Wealth Management LLC
UNCHANGED1,2731,27300%$953.3K$974.9K+$21.6K2026-10-28
Paragon Advisors, LLC
INCREASED1,272308+964+313%$230.6K$974.1K+$743.5K2026-11-03
Arrow Financial Corp
UNCHANGED1,2721,27200%$952.6K$974.2K+$21.6K2026-10-26
Tannin Capital LLC
INCREASED1,261998+263+26%$747.4K$965.7K+$218.3K2026-11-05
Integral Investment Advisors, Inc.
UNCHANGED1,2611,26100%$944.6K$966.0K+$21.4K2026-11-03
Culbertson A N & Co Inc
INCREASED1,2511,245+6+0%$932.4K$957.8K+$25.4K2026-10-21
RDA Financial Network
DECREASED1,2461,260-14-1%$943.2K$953.9K+$10.7K2026-10-15
Saxon Interests, Inc.
DECREASED1,2442,550-1,306-51%$1.9M$952.9K-$956.7K2026-10-26
Argent Capital Management LLC
INCREASED1,2441,169+75+6%$875.5K$952.7K+$77.3K2026-10-05
San Luis Wealth Advisors LLC
INCREASED1,2411,140+101+9%$853.8K$950.7K+$96.9K2026-10-27
BostonPremier Wealth LLC
UNCHANGED1,2411,24100%$929.2K$950.4K+$21.2K2026-10-16
Ulrich Consultants & Investment Group, LLC
NEW1,240—+1,240——$950.0K—2026-10-13
Ables, Iannone, Moore & Associates, Inc.
INCREASED1,2371,212+25+2%$907.7K$947.4K+$39.7K2026-10-06
SoundView Advisors Inc.
INCREASED1,2361,171+65+6%$876.0K$946.0K+$70.0K2026-11-04
Spartan Planning & Wealth Management
DECREASED1,2351,470-235-16%$1.1M$945.5K-$155.4K2026-10-13
Plimoth Trust Co LLC
DECREASED1,2351,322-87-7%$990.0K$945.8K-$44.2K2026-10-26
Noesis Capital Mangement Corp
INCREASED1,231951+280+29%$712.0K$942.6K+$230.6K2026-10-26
Skyline Advisors, Inc.
DECREASED1,2281,358-130-10%$1.0M$940.1K-$77.1K2026-11-03
Avant Financial Advisors LLC
UNCHANGED1,2261,22600%$918.1K$938.9K+$20.8K2026-11-02
Innova Wealth Partners
UNCHANGED1,2221,22200%$915.1K$935.9K+$20.7K2026-10-21
Horizons Wealth Management
NEW1,220—+1,220——$934.2K—2026-10-05
Congress Asset Management Co
INCREASED1,220958+262+27%$717.4K$934.3K+$216.9K2026-10-06
BXM Wealth LLC
INCREASED1,2191,191+28+2%$891.9K$933.6K+$41.6K2026-11-03
Guardian Financial Partners, LLC
INCREASED1,2161,212+4+0%$907.8K$931.0K+$23.2K2026-11-04
Hamilton Point Investment Advisors, LLC
UNCHANGED1,2151,21500%$909.9K$930.5K+$20.6K2026-11-03
Symmetry Partners, LLC
INCREASED1,214796+418+53%$595.8K$929.4K+$333.6K2026-10-27
Jackson Square Capital, LLC
INCREASED1,2111,097+114+10%$821.5K$927.4K+$105.9K2026-10-19
Noble Wealth Management PBC
DECREASED1,2101,251-41-3%$936.9K$926.7K-$10.2K2026-10-01
Cambridge Capital Management, LLC
INCREASED1,2101,190+20+2%$891.4K$926.6K+$35.1K2026-10-19
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED1,2101,21000%$906.2K$926.7K+$20.5K2026-10-21
Alchemi Wealth, LLC
INCREASED1,198654+544+83%$489.8K$918.0K+$428.2K2026-11-04
PVG Asset Management Corp
DECREASED1,1981,272-74-6%$952.6K$917.5K-$35.1K2026-10-19
Virtue Capital Management, LLC
INCREASED1,1961,090+106+10%$813.2K$916.0K+$102.8K2026-10-29
TSG Advice Partners, LLC
NEW1,192—+1,192——$892.6K—2026-10-29
Charis Legacy Partners, LLC
DECREASED1,1901,215-25-2%$909.9K$911.7K+$1.8K2026-10-22
Investment Research & Advisory Group, Inc.
DECREASED1,1811,433-252-18%$1.1M$904.6K-$168.7K2026-10-19
KPP Advisory Services LLC
DECREASED1,17715,576-14,399-92%$11.7M$901.5K-$10.8M2026-10-26
Andrew Hill Investment Advisors, Inc.
INCREASED1,177803+374+47%$602.0K$901.5K+$299.5K2026-10-22
Radnor Capital Management, LLC
INCREASED1,1771,139+38+3%$853.0K$901.4K+$48.4K2026-10-23
Peoples Financial Services Corp.
UNCHANGED1,1731,17300%$878.4K$898.3K+$19.9K2026-10-20
Harrell Investment Partners, LLC
DECREASED1,1711,306-135-10%$978.0K$896.5K-$81.6K2026-10-15
DBK Financial Counsel, LLC
UNCHANGED1,1661,16600%$873.2K$893.0K+$19.8K2026-10-13
Gill Capital Partners, LLC
INCREASED1,1651,164+1+0%$871.3K$892.1K+$20.7K2026-10-13
Midwest Capital Advisors, LLC
INCREASED1,1631,160+3+0%$868.6K$890.5K+$21.8K2026-11-04
Parker Financial LLC
INCREASED1,1561,026+130+13%$768.6K$885.3K+$116.7K2026-11-05
Abner Herrman & Brock LLC
INCREASED1,154597+557+93%$447$884+$4372026-10-20
AmeriServ Wealth Advisors
UNCHANGED1,1541,15400%$864.2K$883.8K+$19.6K2026-10-21
CGC Financial Services, LLC
INCREASED1,1461,069+77+7%$800.6K$877.7K+$77.1K2026-10-13
Milestones Private Investment Advisors LLC
DECREASED1,1291,135-6-1%$850.0K$864.6K+$14.7K2026-10-19
RMG Wealth Management LLC
UNCHANGED1,1291,12900%$876.3K$864.8K-$11.6K2026-10-26
Van Cleef Asset Management,Inc
UNCHANGED1,1271,12700%$844.0K$863.1K+$19.1K2026-10-20
Garrett Wealth Advisory Group, LLC
DECREASED1,1261,183-57-5%$886.1K$862.4K-$23.7K2026-10-22
Somerset Trust Co
DECREASED1,1231,142-19-2%$855.2K$860.1K+$4.8K2026-10-13
GK Wealth Management LLC
DECREASED1,1201,479-359-24%$1.1M$858.3K-$249.5K2026-10-09
Mission Financial Group, LLC
DECREASED1,1121,180-68-6%$884.0K$851.5K-$32.5K2026-10-21
Third View Private Wealth, LLC
INCREASED1,1101,109+1+0%$830.5K$850.1K+$19.6K2026-10-30
Garde Capital, Inc.
INCREASED1,109934+175+19%$699.5K$849.3K+$149.9K2026-10-29
Kelly Financial Group LLC
INCREASED1,1081,096+12+1%$820.4K$848.2K+$27.8K2026-10-16
City Holding Co
DECREASED1,1071,267-160-13%$948.8K$847.8K-$101.1K2026-10-19
Future Financial Wealth Managment LLC
UNCHANGED1,1061,10600%$820.2K$847.0K+$26.8K2026-10-15
Bdfs Capital LLC
INCREASED1,105975+130+13%$730.2K$846.5K+$116.3K2026-10-14
True Wealth Design, LLC
DECREASED1,1051,118-13-1%$837.3K$846.3K+$9.0K2026-10-13
Fourpath Capital Management, LLC
INCREASED1,1031,102+1+0%$825.1K$844.6K+$19.5K2026-10-19
Dhjj Financial Advisors, Ltd.
DECREASED1,1021,234-132-11%$924.1K$844.0K-$80.2K2026-10-23
Penobscot Investment Management Company, Inc.
DECREASED1,1021,112-10-1%$832.8K$844.0K+$11.2K2026-10-26
Texas Bank & Trust Co
DECREASED1,1001,105-50%$827.5K$842.4K+$14.9K2026-11-04
Seven Post Investment Office LP
UNCHANGED1,1001,10000%$823.8K$842.4K+$18.7K2026-10-26
Concord Wealth Partners
DECREASED1,0991,167-68-6%$873.8K$842.0K-$31.8K2026-11-02
Castle Rock Wealth Management, LLC
DECREASED1,0961,121-25-2%$839.7K$857.4K+$17.7K2026-10-09
Ellsworth Advisors, LLC
INCREASED1,095794+301+38%$601.9K$838.3K+$236.4K2026-10-15
Professional Advisory Services Inc
DECREASED1,0901,145-55-5%$857$835-$222026-10-08
Warren Street Wealth Advisors, LLC
INCREASED1,0891,046+43+4%$783.3K$834.1K+$50.7K2026-11-04
D.B. Root & Company, LLC
INCREASED1,0891,088+1+0%$814.5K$833.7K+$19.1K2026-11-04
Wlth Capital Management, LLC
DECREASED1,08815,386-14,298-93%$11.5M$833.2K-$10.7M2026-10-20
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED1,0851,08500%$811.9K$830.2K+$18.4K2026-10-07
Patrick M Sweeney & Associates, Inc
UNCHANGED1,0851,08500%$812.5K$830.9K+$18.4K2026-10-22
Triangle Securities Wealth Management
INCREASED1,0811,071+10+1%$802.1K$828.0K+$25.9K2026-10-14
Arlington Financial Advisors, LLC
DECREASED1,0811,089-8-1%$815.2K$827.6K+$12.4K2026-10-19
Stonekeep Investments, LLC
INCREASED1,079983+96+10%$736$826.1K+$825.3K2026-10-15
Teamwork Financial Advisors, LLC
DECREASED1,0781,613-535-33%$1.2M$825.2K-$382.8K2026-10-19
Delta Financial Advisors LLC
INCREASED1,0771,003+74+7%$751.2K$825.2K+$74.0K2026-10-27
Ahara Advisors LLC
INCREASED1,0771,038+39+4%$777.7K$825.4K+$47.7K2026-10-29
First Nebraska Trust Co
INCREASED1,0721,039+33+3%$778.1K$821.0K+$42.9K2026-10-30
Townsend Asset Management Corp
INCREASED1,0711,070+1+0%$801.3K$820.1K+$18.8K2026-10-29
First City Capital Management, Inc.
INCREASED1,068871+197+23%$652.6K$817.7K+$165.2K2026-10-27
Exchange Bank
INCREASED1,068969+99+10%$725.7K$817.9K+$92.3K2026-10-07
Brady Martz Wealth Solutions, LLC
INCREASED1,066930+136+15%$696.2K$816.1K+$119.9K2026-11-05
Gilman Hill Asset Management, LLC
UNCHANGED1,0651,06500%$797.6K$815.6K+$18.1K2026-10-13
L. Roy Papp & Associates, LLP
INCREASED1,0641,049+15+1%$785.6K$814.9K+$29.3K2026-10-21
Brindle & Bay Financial Advisors, LLC
INCREASED1,062537+525+98%$401.9K$813.4K+$411.5K2026-10-15
Aspen Private Advisors, LLC
UNCHANGED1,0601,06000%$793.8K$811.8K+$18.0K2026-10-27
Private Management Group Inc
DECREASED1,0501,087-37-3%$814.0K$804.1K-$9.9K2026-11-04
Triton Wealth Management, Pllc
INCREASED1,0471,019+28+3%$763.3K$794.7K+$31.4K2026-11-04
GGM Financial LLC
INCREASED1,0441,041+3+0%$779.9K$799.2K+$19.3K2026-11-05
Union Savings Bank
INCREASED1,041974+67+7%$729.4K$797.2K+$67.8K2026-10-14
AMG Asset Management Group, Inc.
INCREASED1,039876+163+19%$656.2K$795.9K+$139.7K2026-10-21
Stanich Group LLC
DECREASED1,0381,112-74-7%$832.8K$795.0K-$37.8K2026-10-16
Stiles Financial Services Inc
DECREASED1,0361,159-123-11%$867.7K$793.8K-$73.9K2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED1,0331,030+3+0%$773.7K$797.7K+$23.9K2026-10-21
Curran Financial Partners, LLC
INCREASED1,030901+129+14%$674.8K$788.9K+$114.1K2026-11-04
Mattern Capital Management, LLC
UNCHANGED1,0301,03000%$771.4K$788.8K+$17.5K2026-11-02
Regatta Capital Group, LLC
DECREASED1,0291,121-92-8%$839.8K$788.3K-$51.4K2026-10-23
Lewis Asset Management, LLC
INCREASED1,0231,022+1+0%$765.4K$783.1K+$17.7K2026-10-14
HMS Capital Management, LLC
UNCHANGED1,0171,01700%$761.6K$778.9K+$17.2K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,0144,691-3,677-78%$3.5M$776.9K-$2.7M2026-10-14
Sfam, LLC
INCREASED1,013905+108+12%$677.7K$775.8K+$98.1K2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED1,0071,00700%$754.1K$771.2K+$17.1K2026-10-15
Gleason Group, Inc.
DECREASED1,0051,007-20%$753.8K$770.1K+$16.2K2026-10-15
SwitchPoint Financial Planning, LLC
DECREASED1,0021,785-783-44%$1.3M$767.4K-$569.4K2026-11-02
Clayton Financial Group LLC
INCREASED1,002904+98+11%$677.1K$766.9K+$89.8K2026-10-13
Strategic Wealth Investment Group, LLC
INCREASED999880+119+14%$659.3K$765.3K+$106.0K2026-10-29
G&S Capital LLC
DECREASED9971,057-60-6%$791.8K$763.9K-$27.9K2026-10-23
Greenfield Savings Bank
INCREASED994852+142+17%$638.1K$761.3K+$123.2K2026-10-07
Canton Hathaway, LLC
UNCHANGED99499400%$744.4K$761.3K+$16.9K2026-10-23
Burns J W & Co Inc
UNCHANGED99199100%$741.9K$758.7K+$16.8K2026-10-20
American Capital Advisory, LLC
INCREASED987622+365+59%$465.8K$755.9K+$290.1K2026-10-28
Mascagni Wealth Management, Inc.
INCREASED987933+54+6%$698.7K$755.9K+$57.2K2026-10-23
Richardson Capital Management LLC
UNCHANGED98698600%$738.4K$755.1K+$16.7K2026-10-23
RW Investment Management LLC
UNCHANGED98698600%$738.4K$755.1K+$16.7K2026-11-03
CV Advisors LLC
DECREASED9781,524-546-36%$1.1M$748.8K-$392.2K2026-10-13
Samalin Investment Counsel, LLC
DECREASED9781,018-40-4%$762.4K$748.8K-$13.6K2026-10-23
Monument Group Wealth Advisors, LLC
UNCHANGED97897800%$732.5K$749.1K+$16.6K2026-10-21
Blue Fin Capital, Inc.
INCREASED975701+274+39%$525.0K$746.7K+$221.7K2026-10-28
Fermata Advisors, LLC
DECREASED9751,164-189-16%$871.4K$746.7K-$124.7K2026-10-13
WealthTrust Asset Management, LLC
INCREASED975974+1+0%$729.2K$746.5K+$17.3K2026-10-22
Cypress Point Wealth Management, LLC
UNCHANGED97097000%$726.4K$742.9K+$16.5K2026-11-03
Andrews Advisory Associates, LLC
UNCHANGED96796700%$724.2K$740.6K+$16.4K2026-10-15
Entrewealth, LLC
INCREASED964860+104+12%$663.8K$738.2K+$74.4K2026-10-14
Visionary Horizons, LLC
INCREASED962738+224+30%$553.3K$737.1K+$183.8K2026-10-22
Virtue Asset Management LLC
UNCHANGED96296200%$720.4K$736.7K+$16.3K2026-10-21
Manske Wealth Management
INCREASED960821+139+17%$614.8K$735.2K+$120.4K2026-10-26
LJI Wealth Management, LLC
DECREASED9591,118-159-14%$836.9K$734.2K-$102.7K2026-10-28
Reyes Financial Architecture, Inc.
INCREASED958915+43+5%$685.2K$733.7K+$48.5K2026-10-22
Cambridge Advisors Inc.
UNCHANGED95395300%$713.7K$729.9K+$16.2K2026-10-19
Breachway Investments LLC
UNCHANGED95395300%$713.7K$729.9K+$16.2K2026-10-19
Jacksonville Wealth Management, LLC
DECREASED9521,006-54-5%$753.4K$729.1K-$24.3K2026-10-30
B.O.S.S. Retirement Advisors, LLC
DECREASED9472,574-1,627-63%$1.9M$725.5K-$1.2M2026-10-26
Foundry Financial LLC
INCREASED947847+100+12%$634.5K$725.3K+$90.8K2026-10-16
Financial Security Advisor, Inc.
INCREASED947929+18+2%$695.4K$725.4K+$30.0K2026-11-03
Princeton Global Asset Management LLC
UNCHANGED94194100%$704.6K$720.6K+$16.1K2026-10-21
Vestia Personal Wealth Advisors
INCREASED939935+4+0%$700.4K$719.3K+$19.0K2026-10-20
BCO Wealth Management LLC
UNCHANGED93593500%$700.2K$716.1K+$15.9K2026-10-14
Level Financial Advisors
INCREASED933892+41+5%$667.7K$714.2K+$46.5K2026-10-13
Evansbrook LLC
INCREASED928772+156+20%$578.1K$710.7K+$132.6K2026-10-16
Grove Street Fiduciary, LLC
UNCHANGED92892800%$695.0K$710.7K+$15.7K2026-10-13
Beacon Financial Strategies Corp
DECREASED925994-69-7%$744.1K$708.1K-$35.9K2026-10-14
Global Wealth Strategies & Associates
INCREASED922815+107+13%$610.7K$706.3K+$95.6K2026-10-02
Key Client Fiduciary Advisors, LLC
INCREASED922887+35+4%$664.4K$706.3K+$42.0K2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED92292200%$690.5K$706.1K+$15.6K2026-10-28
Balance Wealth Partners LLC
DECREASED9151,032-117-11%$773.1K$701.3K-$71.7K2026-10-27
Kellett Wealth Advisors, LLC
DECREASED913926-13-1%$693.5K$699.2K+$5.7K2026-10-15
Lodestone Wealth Management LLC
UNCHANGED90990900%$680.6K$696.0K+$15.4K2026-10-14
Davis Capital Management
INCREASED906849+57+7%$635.8K$693.9K+$58.1K2026-10-08
BNC Wealth Management, LLC
UNCHANGED90690600%$678.5K$693.9K+$15.4K2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED90090000%$674.2K$689.6K+$15.4K2026-10-29
Fenimore Asset Management Inc
UNCHANGED90090000%$674.0K$689.3K+$15.3K2026-10-08
Cravens & Co Advisors, LLC
UNCHANGED90090000%$674.0K$689.3K+$15.3K2026-10-16
Chapman Financial Group, LLC
UNCHANGED89689600%$671.0K$686.2K+$15.2K2026-10-26
Cypress Capital, LLC
DECREASED894902-8-1%$675.5K$684.7K+$9.2K2026-10-20
Neumann Capital Management, LLC
UNCHANGED89489400%$669.5K$684.7K+$15.2K2026-10-15
Inlight Wealth Management, LLC
DECREASED892893-10%$668.8K$683.1K+$14.4K2026-10-21
Hazlett, Burt & Watson, Inc.
DECREASED890970-80-8%$718.0K$649.0K-$69.0K2026-11-04
Williams & Novak Wealth Management, LLC
INCREASED885652+233+36%$488.4K$677.9K+$189.5K2026-10-09
Joel Adams & Associates, Inc.
INCREASED882881+1+0%$660.1K$675.4K+$15.4K2026-11-02
Richmond Investment Services, LLC
INCREASED881644+237+37%$482.3K$674.4K+$192.1K2026-10-29
RMR Wealth Builders
INCREASED881747+134+18%$559.2K$675.0K+$115.8K2026-10-22
Hippocratic Financial Advisors, LLC
NEW874—+874——$669.4K—2026-10-13
Eagle Rock Investment Company, LLC
NEW873—+873——$668.6K—2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED871865+6+1%$648.0K$667.3K+$19.3K2026-10-13
Compass Wealth Management LLC
UNCHANGED87087000%$651.5K$666.3K+$14.8K2026-10-22
Advocate Investing Services LLC
DECREASED869988-119-12%$739.7K$665.7K-$74.0K2026-10-26
Cornerstone Planning, LLC
DECREASED869907-38-4%$679.4K$653.0K-$26.5K2026-10-27
Lynx Investment Advisory
INCREASED867865+2+0%$648.1K$664.1K+$16.0K2026-10-27
Paragon Private Wealth Management, LLC
INCREASED866334+532+159%$250.2K$663.3K+$413.1K2026-10-20
TL Private Wealth
DECREASED865894-29-3%$671.8K$675.9K+$4.1K2026-10-13
Rolek Wealth Management LLC
INCREASED864839+25+3%$628.5K$661.9K+$33.4K2026-10-21
Willner & Heller, LLC
DECREASED864878-14-2%$657.6K$662.0K+$4.4K2026-10-28
Verde Capital Management
INCREASED862841+21+3%$629.9K$660.8K+$30.9K2026-10-28
Security Financial Services, Inc.
DECREASED860865-5-1%$647.8K$658.6K+$10.8K2026-10-29
Tanager Wealth Management LLP
DECREASED8591,788-929-52%$1.3M$657.9K-$681.2K2026-10-19
LVM Capital Management LTD
INCREASED859853+6+1%$639$657.9K+$657.2K2026-10-20
Valued Wealth Advisors LLC
DECREASED858861-30%$644.8K$657.1K+$12.3K2026-11-05
Cornerstone National Bank & Trust Co
UNCHANGED85785700%$642.0K$657.6K+$15.7K2026-10-20
David Kennon Inc
INCREASED856855+1+0%$640.3K$655.2K+$14.9K2026-10-13
Howard Capital Management Group, LLC
UNCHANGED85685600%$641.3K$655.8K+$14.6K2026-10-16
Smith & Howard Wealth Management, LLC
UNCHANGED85585500%$640.3K$654.8K+$14.5K2026-10-27
AdviceOne Advisory Services, LLC
UNCHANGED85585500%$640.3K$654.8K+$14.5K2026-10-19
Briggs Wealth Management, Inc
DECREASED851853-20%$638.5K$651.4K+$12.9K2026-10-26
Slow Capital, Inc.
DECREASED849943-94-10%$706.2K$650.2K-$56.0K2026-10-23
TPG Advisors LLC
INCREASED849826+23+3%$618.7K$650.4K+$31.7K2026-10-16
Highland Financial Advisors, LLC
UNCHANGED84684600%$633.6K$647.9K+$14.3K2026-10-19
Quantum Financial Advisors, LLC
UNCHANGED84684600%$633.6K$647.9K+$14.3K2026-11-03
Sutton Place Investors LLC
INCREASED845632+213+34%$473.3K$647.1K+$173.8K2026-10-20
Eagle Global Advisors LLC
DECREASED844899-55-6%$673.3K$646.4K-$26.9K2026-11-02
Orange Investment Advisors, Inc.
DECREASED840879-39-4%$658.3K$643.3K-$15.0K2026-10-23
LVW Advisors, LLC
INCREASED839825+14+2%$617.8K$642.6K+$24.8K2026-10-19
Legacies Wealth LLC
DECREASED836922-86-9%$690.5K$640.3K-$50.2K2026-11-02
AM Investment Strategies LLC
DECREASED834848-14-2%$635$639.0K+$638.4K2026-11-05
Presilium Private Wealth, LLC
INCREASED833734+99+13%$549.9K$638.2K+$88.3K2026-10-26
Brickley Wealth Management
UNCHANGED83383300%$623.8K$638.0K+$14.1K2026-11-04
Old Peak Finance LLC
UNCHANGED83183100%$622.1K$636.1K+$14.1K2026-11-02
Anchor Capital Advisors LLC
DECREASED829962-133-14%$720.4K$634.9K-$85.5K2026-11-05
New Wave Wealth Advisors LLC
INCREASED829819+10+1%$613.3K$647.9K+$34.6K2026-10-19
Eagle Wealth Advisors LLC
INCREASED827610+217+36%$456.8K$633.4K+$176.5K2026-10-20
Adelphi Trust Co
DECREASED8231,916-1,093-57%$1.4M$630.3K-$804.6K2026-10-05
Ares Financial Consulting, LLC
INCREASED821813+8+1%$608.9K$629.1K+$20.2K2026-10-19
Main Street Group, LTD
DECREASED820936-116-12%$701.0K$628.0K-$73.0K2026-10-28
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED81981900%$613.3K$627.2K+$13.9K2026-10-09
Mitchell Sinkler & Starr
INCREASED818686+132+19%$513.7K$626.5K+$112.7K2026-10-13
Meridian Investment Counsel Inc.
UNCHANGED81081000%$606.6K$620.3K+$13.7K2026-10-14
Verity & Verity, LLC
DECREASED809825-16-2%$617.8K$619.6K+$1.7K2026-10-23
Ring Mountain Capital, LLC
DECREASED807811-40%$607.4K$618.2K+$10.8K2026-10-13
Tsfg, LLC
DECREASED8041,424-620-44%$1.1M$616-$1.1M2026-10-23
WealthCare Investment Partners, LLC
INCREASED804786+18+2%$588.9K$616.1K+$27.2K2026-11-05
Ipsen Advisor Group LLC
INCREASED804802+2+0%$600.2K$615.6K+$15.4K2026-10-29
Elevatus Welath Management
INCREASED803730+73+10%$546.9K$615.2K+$68.3K2026-10-19
Mallini Complete Financial Planning LLC
UNCHANGED80080000%$599.1K$612.7K+$13.6K2026-10-06
Sellwood Investment Partners LLC
INCREASED799693+106+15%$519.0K$611.9K+$92.9K2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED796573+223+39%$429.5K$609.3K+$179.8K2026-10-29
Family Legacy Financial Solutions, LLC
UNCHANGED79279200%$593.2K$606.7K+$13.4K2026-10-07
Whitener Capital Management, Inc.
UNCHANGED79279200%$593.1K$606.8K+$13.7K2026-10-15
GoalVest Advisory LLC
INCREASED790641+149+23%$480.0K$605.0K+$125.0K2026-10-02
Mcdonald Partners LLC
DECREASED790813-23-3%$608.8K$605.0K-$3.8K2026-11-03
Longview Financial Advisors, Inc.
UNCHANGED79079000%$591.5K$605.0K+$13.6K2026-10-09
Taylor Financial Group, Inc.
UNCHANGED78978900%$590.9K$604.3K+$13.4K2026-11-02
Heritage Wealth Management, Inc.
DECREASED787863-76-9%$646.6K$603.1K-$43.6K2026-10-28
Peirce Capital Management, LLC
NEW786—+786——$602.0K—2026-10-19
RVW Wealth, LLC
DECREASED784815-31-4%$610.5K$600.7K-$9.8K2026-10-06
Insight Wealth Partners, LLC
DECREASED7821,247-465-37%$934.0K$599.1K-$334.9K2026-10-26
Nestegg Advisors, Inc.
DECREASED782793-11-1%$593.6K$599.1K+$5.5K2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
INCREASED781727+54+7%$544.4K$598.1K+$53.7K2026-10-15
Kroeger Financial Partners
UNCHANGED77877800%$582.6K$595.8K+$13.2K2026-10-19
Tokio Marine Asset Management Co LTD
NEW775—+775——$593.5K—2026-10-26
Challenger Wealth Management
INCREASED775773+2+0%$578.5K$593.3K+$14.8K2026-10-30
Family Capital Trust Co
UNCHANGED77377300%$578.9K$592.0K+$13.1K2026-10-22
Tcfg Investment Advisors, LLC
INCREASED772645+127+20%$484.8K$591.7K+$106.9K2026-10-20
Guided Capital Wealth Management, LLC
INCREASED770736+34+5%$551.2K$589.7K+$38.5K2026-10-21
First Citizens Financial Corp
UNCHANGED76776700%$574.4K$587.4K+$13.0K2026-10-02
Plus Group Wealth Advisors LLC
INCREASED766470+296+63%$351.9K$586.6K+$234.7K2026-10-19
Lloyd Advisory Services, Llc.
INCREASED766603+163+27%$451.7K$586.3K+$134.6K2026-11-02
Columbia Asset Management
UNCHANGED76676600%$573.7K$586.6K+$13.0K2026-10-19
Reynders McVeigh Capital Management, LLC
INCREASED764647+117+18%$484.0K$584.7K+$100.7K2026-10-30
Holcombe Financial, Inc.
UNCHANGED76076000%$569.2K$582.0K+$12.9K2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED759620+139+22%$464.3K$581.3K+$117.0K2026-10-16
Palisade Asset Management, LLC
DECREASED759765-6-1%$572.8K$581.4K+$8.6K2026-11-03
Castleview Partners, LLC
DECREASED752784-32-4%$587.1K$575.9K-$11.2K2026-10-09
Boston Common Asset Management, LLC
UNCHANGED75075000%$561.7K$574.4K+$12.7K2026-10-13
Northstar Asset Management Co
UNCHANGED75075000%$556.8K$582.5K+$25.7K2026-10-22
Private Wealth Group, LLC
UNCHANGED74974900%$560.9K$573.6K+$12.7K2026-10-19
Blankinship & Foster, LLC
DECREASED743750-7-1%$561.3K$568.7K+$7.4K2026-10-19
Blue Sky Capital Consultants Group, Inc.
UNCHANGED74374300%$556.4K$569.0K+$12.6K2026-10-13
Richard P Slaughter Associates Inc
NEW735—+735——$562.9K—2026-10-13
Nova Financial LLC
NEW735—+735——$563.0K—2026-11-04
Elser Financial Planning, Inc
UNCHANGED73373300%$548.9K$561.4K+$12.4K2026-10-16
Buttonwood Financial Advisors Inc.
INCREASED731729+2+0%$545.6K$559.5K+$13.9K2026-10-13
DiNuzzo Private Wealth, Inc.
DECREASED730745-15-2%$557.9K$559.1K+$1.1K2026-10-16
South Shore Capital Advisors
DECREASED729804-75-9%$602.1K$558.0K-$44.2K2026-10-20
Sawgrass Asset Management LLC
UNCHANGED72572500%$542.9K$555.2K+$12.3K2026-11-03
Fogel Capital Management, Inc.
UNCHANGED72572500%$543.0K$555.4K+$12.5K2026-11-04
Hixon Zuercher, LLC
UNCHANGED72472400%$542.2K$554.5K+$12.3K2026-10-13
Rainier Family Wealth Inc
INCREASED722710+12+2%$531.7K$552.9K+$21.2K2026-11-02
Clarity Wealth Development LLC
UNCHANGED72172100%$539.6K$551.9K+$12.2K2026-10-22
Smith Partners Wealth Management, LLC
DECREASED720790-70-9%$591.6K$551.4K-$40.2K2026-11-05
St. Louis Trust Co
UNCHANGED72072000%$73.5M$551.4K-$72.9M2026-11-03
High Net Worth Advisory Group LLC
INCREASED717667+50+8%$499.5K$549.1K+$49.6K2026-10-26
Eclectic Associates Inc
INCREASED717716+1+0%$536.0K$549.1K+$13.1K2026-10-09
Financial Life Advisors
UNCHANGED71671600%$536.2K$548.3K+$12.1K2026-10-14
Adell Harriman & Carpenter Inc
INCREASED715582+133+23%$435.9K$547.6K+$111.7K2026-11-02
Herold Advisors, Inc.
DECREASED715778-63-8%$581.0K$547.6K-$33.4K2026-10-19
Sterling Group Wealth Management, LLC
UNCHANGED71571500%$535.5K$547.6K+$12.1K2026-11-03
Owl Creek Wealth Partners LLC
UNCHANGED71471400%$534.4K$546.9K+$12.5K2026-10-20
Echo45 Advisors LLC
INCREASED713395+318+81%$295.8K$546.1K+$250.2K2026-10-07
O'Brien Greene & Co. Inc
UNCHANGED71371300%$534.0K$546.1K+$12.1K2026-11-05
Northbridge Financial Group, LLC
DECREASED710774-64-8%$579.6K$555.6K-$24.0K2026-11-05
TrustWell Financial Advisors, LLC
INCREASED708597+111+19%$447.1K$542.2K+$95.1K2026-10-15
Vann Equity Management LLC
DECREASED705709-4-1%$531.0K$539.7K+$8.7K2026-10-08
BFI Wealth Solutions, LLC
UNCHANGED70570500%$528.0K$539.9K+$12.0K2026-10-16
Guidance Capital, Inc
UNCHANGED70570500%$531.5K$532.4K+$8962026-11-03
Cordgrass Capital Advisors, LLC
DECREASED704717-13-2%$537.0K$539.2K+$2.2K2026-10-30
Valen Private Capital, LLC
NEW702—+702——$537.9K—2026-10-23
Emprise Bank
UNCHANGED69969900%$523.5K$535.3K+$11.9K2026-10-07
Convergence Financial, LLC
DECREASED6981,446-748-52%$1.1M$534.6K-$548.3K2026-10-27
Crossmark Global Holdings, Inc.
UNCHANGED69669600%$521.2K$533.0K+$11.8K2026-10-21
Compass Planning Associates Inc
DECREASED695759-64-8%$568.1K$532.0K-$36.1K2026-10-13
Tradewinds Capital Management, LLC
INCREASED695693+2+0%$519.2K$532.0K+$12.8K2026-10-23
Center For Asset Management LLC
INCREASED694692+2+0%$517.5K$530.7K+$13.2K2026-10-16
Canandaigua National Trust Co of Florida
NEW693—+693——$530.7K—2026-10-07
FWG Investments, Llc.
INCREASED692673+19+3%$504.3K$530.3K+$25.9K2026-11-03
Sage Investment Advisers LLC
UNCHANGED68968900%$516.0K$527.7K+$11.7K2026-10-21
Acorn Wealth Advisors, LLC
INCREASED687551+136+25%$412.8K$526.5K+$113.7K2026-10-19
Advisors Management Group Inc
DECREASED685712-27-4%$533.0K$524.0K-$9.0K2026-11-05
Independence Wealth Advisors, LLC
DECREASED683696-13-2%$521.2K$523.1K+$1.8K2026-10-29
Nicholas Wealth, Llc.
INCREASED681668+13+2%$500.6K$521.7K+$21.1K2026-10-26
Provident Living Financial Services, Inc.
DECREASED678688-10-1%$515.2K$514.7K-$5122026-11-03
Clark Financial Services Group Inc
UNCHANGED67867800%$507.7K$519.2K+$11.5K2026-10-19
Richardson Financial Services Inc.
DECREASED675712-37-5%$533.2K$516.9K-$16.3K2026-10-30
Farrell Financial LLC
INCREASED674672+2+0%$503.2K$516.1K+$12.9K2026-10-16
Leisure Capital Management
UNCHANGED67467400%$504.8K$516.2K+$11.4K2026-11-03
Tilia Fiduciary Partners, Inc.
INCREASED673547+126+23%$409.7K$515.7K+$105.9K2026-10-09
Financial Planning Fort Collins, LLC
UNCHANGED66866800%$504.4K$511.6K+$7.2K2026-10-16
Grange Capital, LLC
INCREASED666665+1+0%$498.0K$510.3K+$12.3K2026-10-20
Eubel Brady & Suttman Asset Management Inc
UNCHANGED66666600%$499.0K$510.0K+$11.0K2026-11-04
Ergawealth Advisors, Inc.
UNCHANGED66466400%$497.3K$508.5K+$11.3K2026-10-21
Beacon Wealthcare LLC
UNCHANGED66266200%$495.8K$507.0K+$11.2K2026-10-02
Thompson Davis & Co., Inc.
UNCHANGED66066000%$494.3K$505.6K+$11.4K2026-11-05
Elm3 Financial Group, LLC
INCREASED659601+58+10%$450.3K$504.9K+$54.6K2026-10-07
Integrity Wealth Partners, LLC
NEW658—+658——$503.9K—2026-10-14
Tlwm
INCREASED658632+26+4%$473.3K$503.9K+$30.6K2026-10-09
Moody Lynn Lieberson & Walker, LLC
INCREASED654652+2+0%$488.3K$500.9K+$12.6K2026-10-14
Avity Investment Management Inc.
UNCHANGED65465400%$489.8K$500.9K+$11.1K2026-10-09
Watchman Group, Inc.
UNCHANGED65365300%$489.0K$500.1K+$11.1K2026-10-16
Optima Capital LLC
DECREASED652776-124-16%$581.5K$498.8K-$82.6K2026-10-29
Prentice Wealth Management LLC
INCREASED652633+19+3%$474.0K$499.3K+$25.3K2026-10-20
Fullerton Advisors, LLC
INCREASED651649+2+0%$486.0K$498.4K+$12.4K2026-10-14
Keeler & Nadler Financial Planning & Wealth Management
INCREASED650522+128+25%$390.9K$498.1K+$107.2K2026-10-28
Shepherd Street Advisors LLC
INCREASED650635+15+2%$481.3K$508.0K+$26.7K2026-10-21
Olio Financial Planning
UNCHANGED65065000%$486.7K$497.9K+$11.1K2026-10-22
Ballentine Capital Advisors, Inc
INCREASED649638+11+2%$478.1K$497.3K+$19.3K2026-10-14
Hegarty Advisors, LLC
UNCHANGED64764700%$484.5K$495.5K+$11.0K2026-10-20
Hassell Wealth Management, LLC
DECREASED646649-30%$486.0K$494.7K+$8.7K2026-10-19
Prospera Capital Management, LLC
INCREASED643453+190+42%$341.6K$492.1K+$150.5K2026-10-19
Great Diamond Partners, LLC
UNCHANGED64264200%$480.8K$491.7K+$10.9K2026-10-13
James T. Borello RIA
INCREASED640424+216+51%$317.5K$490.1K+$172.6K2026-10-16
Dutch Asset Corp
INCREASED636635+1+0%$476.0K$487.6K+$11.5K2026-10-20
Steinberganna Wealth Management
INCREASED634632+2+0%$473.5K$485.2K+$11.7K2026-10-23
Mirador Capital Partners LP
UNCHANGED63463400%$474.4K$485.2K+$10.8K2026-10-09
Richards, Merrill & Peterson, Inc.
INCREASED633576+57+10%$431.4K$484.8K+$53.4K2026-10-19
Lauterbach Financial Advisors, LLC
UNCHANGED63363300%$474.0K$484.8K+$10.7K2026-10-21
Brown, Lisle Ings, Inc.
UNCHANGED63163100%$472.6K$483.3K+$10.7K2026-10-16
Sage Private Wealth Group, LLC
UNCHANGED62862800%$470.1K$481.2K+$11.1K2026-10-21
Compass Financial Group, Inc. (Ohio)
DECREASED626708-82-12%$530.2K$479.4K-$50.8K2026-10-19
Aurora Private Wealth, Inc.
INCREASED626624+2+0%$467.0K$479-$466.5K2026-10-20
Primoris Wealth Advisors, LLC
DECREASED624786-162-21%$588.6K$477.6K-$111.0K2026-10-28
Stablepoint Partners, LLC
DECREASED622724-102-14%$542.2K$476.4K-$65.8K2026-11-03
LifeWealth Investments, LLC
DECREASED621648-27-4%$485.5K$475.9K-$9.6K2026-10-21
Haven Private, LLC
INCREASED616386+230+60%$289.1K$471.8K+$182.7K2026-10-27
CJM Wealth Advisers, Ltd.
DECREASED614622-8-1%$465.4K$469.8K+$4.4K2026-10-27
Invenio Wealth Partners LLC
UNCHANGED61461400%$459.8K$470.2K+$10.4K2026-10-20
Acute Investment Advisory, LLC
DECREASED613634-21-3%$474.8K$469.5K-$5.3K2026-10-16
15 Wealth Advisors LLC
NEW611—+611——$467.8K—2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW611—+611——$467.9K—2026-10-20
Synergy Asset Management, LLC
INCREASED610527+83+16%$394.7K$467.2K+$72.5K2026-11-05
Kearns & Associates LLC
DECREASED604605-10%$453.0K$463.3K+$10.3K2026-10-09
Verisail Partners, LLC
UNCHANGED60360300%$451.6K$461.8K+$10.2K2026-10-19
Midwest Financial Group LLC
INCREASED602403+199+49%$302.1K$460.7K+$158.5K2026-10-15
Sterling Investment Advisors, Ltd.
INCREASED600506+94+19%$378.9K$459.5K+$80.6K2026-10-27
Kirr Marbach & Co LLC
DECREASED600654-54-8%$489.8K$459.5K-$30.3K2026-10-20
Community Bank of Raymore
UNCHANGED60060000%$449.3K$459.5K+$10.2K2026-10-23
Oliver Luxxe Assets LLC
INCREASED599502+97+19%$375.9K$458.9K+$82.9K2026-10-14
Rockingstone Advisors LLC
UNCHANGED59759700%$447.1K$457.2K+$10.1K2026-10-16
Monetary Solutions, Ltd
UNCHANGED59559500%$445.6K$455.7K+$10.1K2026-10-22
Capital CS Group, LLC
NEW594—+594——$454.9K—2026-10-29
Strategent Financial, LLC
DECREASED590657-67-10%$492.0K$451.9K-$40.2K2026-10-30
Guardsman Private Capital Management, Inc.
INCREASED590578+12+2%$433.0K$452.0K+$19.0K2026-10-19
Fischer Financial Services, Inc.
DECREASED589619-30-5%$463.6K$451.1K-$12.5K2026-10-30
Grantvest Financial Group LLC
INCREASED585379+206+54%$283.5K$447.7K+$164.3K2026-10-21
Nautilus Advisors LLC
INCREASED583408+175+43%$309.2K$446.5K+$137.3K2026-10-07
Kingdom Financial Group Llc.
INCREASED582352+230+65%$263.9K$445.9K+$182.0K2026-11-04
Serenity Investment Advisors
UNCHANGED58058000%$444.3K$444.5K+$2382026-10-30
Pioneer Family Office, LLC
UNCHANGED57957900%$433.6K$443.4K+$9.8K2026-10-30
IMPACTfolio, LLC
UNCHANGED57957900%$433.6K$443.4K+$9.8K2026-10-28
Equita Financial Network, Inc.
INCREASED577484+93+19%$362.5K$441.9K+$79.4K2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED576595-19-3%$445.8K$441.5K-$4.4K2026-10-23
Rayburn West Financial Services LLC
UNCHANGED57657600%$431.4K$441.1K+$9.8K2026-11-03
Blue Zone Wealth Advisors, LLC
INCREASED575462+113+24%$346.0K$440.4K+$94.4K2026-10-19
Finer Wealth Management, Inc.
DECREASED574680-106-16%$509.3K$439.6K-$69.6K2026-10-16
Three Arch Wealth Management LLC
INCREASED574561+13+2%$420.1K$439.6K+$19.5K2026-10-20
KOM Wealth Management Group, LLC
DECREASED573641-68-11%$480.3K$438.9K-$41.4K2026-10-15
Bayshore Capital Advisors, LLC
NEW569—+569——$435.8K—2026-11-02
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED56656600%$423.9K$433.5K+$9.6K2026-10-22
Bucket List Wealth Management, LLC
INCREASED560559+1+0%$418.9K$428.6K+$9.7K2026-10-22
Matthew Goff Investment Advisor, LLC
DECREASED559590-31-5%$442.0K$428.3K-$13.7K2026-10-13
Mid-American Wealth Advisory Group, Inc.
INCREASED558454+104+23%$340.0K$427.3K+$87.3K2026-10-21
Seelaus Asset Management LLC
UNCHANGED55555500%$415.6K$425.0K+$9.4K2026-10-14
Attessa Capital LLC
DECREASED553559-6-1%$418.6K$423.5K+$4.9K2026-10-09
Kozak & Associates, Inc.
DECREASED550585-35-6%$438.5K$426.7K-$11.8K2026-10-29
Mill Capital Management, LLC
UNCHANGED55055000%$411.9K$421.2K+$9.3K2026-10-26
Hurlow Wealth Management Group, Inc.
UNCHANGED55055000%$411.9K$421.2K+$9.3K2026-10-29
Wilkins Investment Counsel Inc
UNCHANGED55055000%$411.9K$421.2K+$9.3K2026-11-03
Encompass More Asset Management
INCREASED548449+99+22%$336.3K$419.7K+$83.4K2026-10-16
Elevated Capital Advisors, LLC
DECREASED5461,570-1,024-65%$1.2M$418.2K-$757.3K2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED54554500%$408.1K$417.4K+$9.2K2026-10-23
Abacus Wealth Partners, LLC
UNCHANGED54454400%$407.4K$416.6K+$9.2K2026-11-03
Titan Investment Management LLC
NEW543—+543——$416.0K—2026-10-22
Kaizen Financial Strategies
DECREASED543544-10%$407.7K$415.6K+$7.9K2026-10-09
Rubicon Advisors, GP
DECREASED543544-10%$407.7K$415.5K+$7.8K2026-10-23
Arnold Financial Planning LLC
DECREASED5401,000-460-46%$748.9K$413.6K-$335.3K2026-10-20
American State Bank (Iowa)
DECREASED540593-53-9%$444.1K$413.6K-$30.5K2026-11-03
XXI Wealth, LLC
INCREASED540537+3+1%$402.2K$413.6K+$11.4K2026-10-22
Valtinson Bruner Financial Planning LLC
INCREASED538423+115+27%$316.8K$412.2K+$95.3K2026-11-02
Matisse Capital
UNCHANGED53853800%$402.9K$412.0K+$9.1K2026-10-29
Cherrydale Wealth Management, LLC
UNCHANGED53753700%$400.7K$410.9K+$10.2K2026-10-20
Covenant Asset Management, LLC
NEW536—+536——$410.5K—2026-10-14
Buckhead Capital Management LLC
DECREASED536538-20%$402.6K$410.2K+$7.6K2026-11-03
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED53353300%$399.0K$408-$398.6K2026-11-02
Noble Family Wealth, LLC
UNCHANGED53353300%$399.2K$408.2K+$9.0K2026-10-26
Puff Wealth Management, LLC
INCREASED527526+1+0%$393.9K$403.4K+$9.5K2026-10-07
Carolina Wealth Management Inc
INCREASED526451+75+17%$337.7K$402.8K+$65.1K2026-10-29
Twin Cities Retirement Group LLC
NEW525—+525——$402.4K—2026-10-16
Sloy Dahl & Holst, LLC
INCREASED525520+5+1%$389.8K$401.9K+$12.1K2026-10-14
Capstone Capital LLC
UNCHANGED52552500%$393.2K$402.1K+$8.9K2026-10-14
Gunderson Capital Management LLC
NEW524—+524——$401.0K—2026-10-15
Thrive Capital Management, LLC
DECREASED524527-3-1%$394.9K$401.3K+$6.4K2026-10-28
RHS Financial, LLC
INCREASED523516+7+1%$386.4K$400.5K+$14.1K2026-10-13
Prudent Investor Advisors, LLC
NEW520—+520——$398.2K—2026-10-22
Providence First Trust Co
DECREASED520620-100-16%$464.3K$398.2K-$66.1K2026-11-02
Baxter Bros Inc
DECREASED520585-65-11%$438.1K$398.2K-$39.9K2026-11-04
Luminvest Wealth Management LLC
DECREASED518731-213-29%$547.6K$397.0K-$150.7K2026-10-14
Broadway Wealth Solutions, Inc.
UNCHANGED51851800%$387.9K$396.7K+$8.8K2026-10-21
Cambridge Financial Group, LLC
UNCHANGED51751700%$387.0K$387.0K$02026-10-06
Foronjy Financial LLC
DECREASED516520-4-1%$389.6K$395.4K+$5.8K2026-10-14
TriaGen Wealth Management LLC
UNCHANGED51551500%$385.8K$394.5K+$8.7K2026-10-14
Manchester Financial Inc
DECREASED511533-22-4%$398.9K$391.2K-$7.7K2026-10-15
Leading Edge Financial Planning LLC
DECREASED508647-139-21%$484.8K$389.3K-$95.5K2026-10-23
Succession Financial, Inc.
DECREASED507671-164-24%$502.4K$388.1K-$114.2K2026-10-14
IFG Advisors, LLC
DECREASED506599-93-16%$448.6K$387.6K-$61.0K2026-10-15
Allstreet Capital Advisors LLC
DECREASED506514-8-2%$385.0K$387.8K+$2.8K2026-11-04
AFG Fiduciary Services Limited Partnership
UNCHANGED50650600%$378.7K$395.5K+$16.8K2026-10-21
Allied Investment Advisors, LLC
INCREASED504446+58+13%$334.0K$386.0K+$52.0K2026-10-13
Kaufman Rossin Wealth, LLC
UNCHANGED50450400%$380.5K$386.0K+$5.4K2026-10-19
Murphy Pohlad Asset Management LLC
NEW502—+502——$384.9K—2026-10-22
Prodigy Asset Management LLC
UNCHANGED50250200%$375.9K$384.5K+$8.5K2026-10-28
Lawson Kroeker Investment Management Inc
UNCHANGED50050000%$374.4K$382.9K+$8.5K2026-10-22
Friedenthal Financial
INCREASED497262+235+90%$196.3K$380.9K+$184.7K2026-10-27
LaFleur & Godfrey LLC
INCREASED495362+133+37%$271.1K$379.1K+$108.0K2026-10-27
Wealth Analytics Partners, LLC
INCREASED493378+115+30%$285.4K$377.3K+$91.9K2026-10-19
Harbour Trust & Investment Management Co
DECREASED493526-33-6%$393.9K$377.6K-$16.4K2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
DECREASED489638-149-23%$477.5K$374.2K-$103.3K2026-10-08
Stonehearth Capital Management, LLC
DECREASED489501-12-2%$375.2K$374.5K-$6932026-10-13
Wisconsin Wealth Advisors, LLC
UNCHANGED48948900%$366.2K$374.5K+$8.3K2026-10-08
Bauman Advisory Group, LLC
INCREASED488395+93+24%$295.8K$373.7K+$77.9K2026-10-29
Andina Capital Management, LLC
UNCHANGED48848800%$365.5K$373.7K+$8.3K2026-10-21
Tactive Advisors, LLC
DECREASED487492-5-1%$368.5K$373.0K+$4.5K2026-10-08
Liberty Atlantic Advisors LLC
DECREASED486517-31-6%$387.2K$372.2K-$15.0K2026-10-14
Boyce & Associates Wealth Consulting, Inc.
NEW485—+485——$371.4K—2026-10-14
Eagle Capital Management, LLC
UNCHANGED48448400%$362$371+$92026-10-19
Old North State Wealth Management, LLC
UNCHANGED48448400%$364.8K$373.4K+$8.6K2026-10-22
August Group Capital Ltd
DECREASED482484-20%$362.5K$369.1K+$6.7K2026-10-14
Vista Investment Partners II, LLC
UNCHANGED48248200%$361.0K$369.1K+$8.2K2026-10-15
3 Factor Indexing, LLC
UNCHANGED48248200%$361.0K$369.1K+$8.2K2026-10-15
Rainey & Randall Wealth Advisors Inc.
INCREASED481467+14+3%$349.4K$368.2K+$18.8K2026-10-26
Finley Financial, LLC
UNCHANGED48048000%$359.5K$368.3K+$8.9K2026-10-28
Centerline Wealth Advisors, LLC
DECREASED478479-10%$358.7K$366.2K+$7.5K2026-10-15
25 LLC
DECREASED477672-195-29%$503.4K$365.0K-$138.3K2026-10-13
Financial Management Professionals, Inc.
DECREASED476681-205-30%$510.2K$364.9K-$145.3K2026-10-23
Cooke Wealth Management, LLC
DECREASED476503-27-5%$376.7K$364.5K-$12.1K2026-10-13
GreatBanc Trust Co
DECREASED475542-67-12%$405.9K$363.8K-$42.1K2026-11-04
Arcadia Wealth Management, LLC
INCREASED475457+18+4%$342.4K$363.4K+$21.1K2026-10-22
Clear Point Advisors Inc.
INCREASED475474+1+0%$355.0K$364.0K+$9.0K2026-10-30
Cairn Investment Group, Inc.
UNCHANGED47547500%$356.0K$364.0K+$8.0K2026-11-04
Blvd Private Wealth, LLC
INCREASED474453+21+5%$339.2K$363.0K+$23.8K2026-10-14
IMZ Advisory Inc
INCREASED474457+17+4%$342.1K$363.0K+$20.9K2026-11-03
Citrine Capital LLC
INCREASED474461+13+3%$345.3K$363.0K+$17.8K2026-10-14
Stonebridge Financial Group, LLC
INCREASED474467+7+2%$349.7K$363.0K+$13.3K2026-10-01
Souders Financial Advisors
INCREASED474468+6+1%$350.1K$362.7K+$12.6K2026-11-03
Cordatus Wealth Management LLC
INCREASED474472+2+0%$353.5K$363.0K+$9.5K2026-10-19
Financial Enhancement Group LLC
UNCHANGED47447400%$355.0K$370.0K+$15.0K2026-10-08
Endowment Wealth Management, Inc.
INCREASED473388+85+22%$290.6K$362.5K+$72.0K2026-11-03
J. L. Bainbridge & Co., Inc.
DECREASED473516-43-8%$386.4K$362.2K-$24.2K2026-10-20
Towne Trust Company, N.a
DECREASED471501-30-6%$375.2K$360.7K-$14.5K2026-10-28
Perryman Financial Advisory Inc
INCREASED470469+1+0%$350.9K$359.6K+$8.7K2026-10-16
Cathy Pareto & Associates, Inc
DECREASED469471-20%$353.1K$359.7K+$6.5K2026-10-15
Columbia Advisory Partners LLC
INCREASED468365+103+28%$273.5K$358.4K+$84.9K2026-10-15
HT Partners LLC
UNCHANGED46846800%$350.5K$358.4K+$7.9K2026-10-20
Compass Financial Group, Inc
UNCHANGED46846800%$350.5K$358.4K+$7.9K2026-10-13
Orca Wealth Management, LLC
DECREASED466568-102-18%$425.0K$356.8K-$68.2K2026-10-14
Shotwell Rutter Baer Inc
UNCHANGED46646600%$349.0K$356.9K+$7.9K2026-10-14
Pacific Sage Partners, LLC
UNCHANGED46546500%$348.2K$356.1K+$7.9K2026-10-21
Bellecapital International Ltd.
NEW463—+463——$354.6K—2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED463478-15-3%$357.8K$354.6K-$3.2K2026-11-03
Redwood Park Advisors LLC
INCREASED463462+1+0%$345.6K$354.5K+$8.8K2026-11-02
Xcel Wealth Management, LLC
INCREASED460440+20+5%$329.8K$352.6K+$22.8K2026-10-26
Hoey Investments, Inc
UNCHANGED46046000%$344.5K$352.3K+$7.8K2026-10-29
Argus Investors' Counsel, Inc.
DECREASED459464-5-1%$347.5K$351.5K+$4.0K2026-10-09
Weitzel Financial Services, Inc.
UNCHANGED45945900%$342.5K$354.6K+$12.1K2026-10-16
Rochester Wealth Strategies, LLC
UNCHANGED45545500%$341.1K$348.8K+$7.7K2026-11-03
Rosenberg Matthew Hamilton
INCREASED454442+12+3%$331.0K$347.7K+$16.7K2026-10-05
Adamsbrown Wealth Consultants LLC
DECREASED452475-23-5%$355.7K$346.0K-$9.7K2026-10-20
Westco Advisory Services Inc
INCREASED452451+1+0%$338.0K$345.8K+$7.8K2026-10-14
S&A Financial Services, Inc.
UNCHANGED44944900%$336.4K$344.0K+$7.6K2026-11-03
Brian LOW Financial Group, LLC
INCREASED448424+24+6%$317.5K$343.1K+$25.6K2026-10-28
United Financial Planning Group LLC
INCREASED447426+21+5%$318.8K$342.2K+$23.5K2026-11-04
Alhambra Investment Management LLC
INCREASED446434+12+3%$325.0K$341.6K+$16.6K2026-10-15
A4 Wealth Advisors LLC
DECREASED445508-63-12%$380.4K$341.2K-$39.3K2026-10-20
SFG Wealth Management, Llc.
UNCHANGED44544500%$333.3K$340.8K+$7.5K2026-10-23
Accredited Investor Services, LLC
UNCHANGED44544500%$333.3K$340.8K+$7.5K2026-10-22
Meredith Wealth Planning
DECREASED443536-93-17%$401.7K$339.0K-$62.7K2026-10-14
Advisor Resource Council
DECREASED440640-200-31%$482.4K$342.4K-$140.0K2026-11-05
Catalyst Investment Management LLC
INCREASED440439+1+0%$328.7K$337.2K+$8.4K2026-10-21
Oath Planning, LLC
NEW437—+437——$334.9K—2026-10-20
Fagan Associates, Inc.
DECREASED437649-212-33%$486.2K$334.3K-$151.9K2026-10-13
Capstone Wealth Management Group, Inc.
INCREASED437435+2+0%$326.1K$334.4K+$8.3K2026-10-19
Letson Investment Management, Inc.
DECREASED436462-26-6%$346.0K$333.9K-$12.1K2026-11-05
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED43643600%$326.5K$333.9K+$7.4K2026-10-27
Sicart Associates LLC
UNCHANGED43643600%$326.5K$334.3K+$7.8K2026-10-29
Terra Nova Asset Management LLC
INCREASED434433+1+0%$324.1K$332.2K+$8.2K2026-10-13
Breakwater Investment Management
DECREASED430738-308-42%$552.5K$329.3K-$223.2K2026-10-20
Miller Financial Services LLC
NEW429—+429——$328.6K—2026-10-20
LFG Wealth Partners, LLC
DECREASED428689-261-38%$515.8K$327.6K-$188.2K2026-10-28
Fidelity D & D Bancorp Inc
DECREASED428429-10%$321.3K$327.8K+$6.5K2026-11-05
Yardley Wealth Management LLC
UNCHANGED42842800%$320.5K$327.8K+$7.3K2026-10-23
Schwallier Wealth Management LLC
INCREASED427426+1+0%$319.0K$327.1K+$8.1K2026-11-05
Fortem Financial Group, LLC
NEW426—+426——$326.3K—2026-10-20
Slocum, Gordon & Co LLP
UNCHANGED42542500%$318.3K$325.5K+$7.2K2026-10-19
CFM Wealth Partners LLC
DECREASED424591-167-28%$442.6K$324.7K-$117.9K2026-11-05
Unified Investment Management
UNCHANGED42442400%$317.5K$324.7K+$7.2K2026-10-14
Peak Wealth Management LLC
UNCHANGED42042000%$314.8K$324.7K+$9.9K2026-10-26
Tiller Private Wealth, Inc.
UNCHANGED42042000%$314.5K$321.7K+$7.1K2026-10-26
Altman Advisors, Inc.
NEW419—+419——$320.9K—2026-11-05
Aljian Capital Management, LLC
INCREASED419418+1+0%$313.2K$320.6K+$7.4K2026-10-28
Cascade Investment Advisors, Inc.
UNCHANGED41941900%$313.8K$320.9K+$7.1K2026-11-02
MTM Investment Management, LLC
DECREASED417446-29-6%$333.8K$319.2K-$14.6K2026-10-30
Armstrong Henry H Associates Inc
UNCHANGED41741700%$312.3K$319.4K+$7.1K2026-10-07
Stordahl Capital Management, Inc.
DECREASED416629-213-34%$471.1K$318.6K-$152.5K2026-10-22
Myecfo, LLC
DECREASED416428-12-3%$320.2K$318.2K-$1.9K2026-10-14
Palacios Wealth Management, LLC
NEW414—+414——$317.1K—2026-11-04
Tassel Capital Management, Inc.
INCREASED412368+44+12%$275.6K$315.2K+$39.7K2026-10-20
Heritage Wealth Management, Inc.
INCREASED411363+48+13%$271.8K$314.8K+$42.9K2026-10-27
Financial Harvest, LLC
INCREASED410403+7+2%$301.7K$313.9K+$12.2K2026-10-15
Private Wealth Management Group, LLC
INCREASED409163+246+151%$122.1K$313.2K+$191.2K2026-10-19
Northern Financial Advisors Inc
UNCHANGED40940900%$306.3K$313.2K+$6.9K2026-10-29
Define Financial, LLC
INCREASED408407+1+0%$304.9K$312.7K+$7.8K2026-10-14
Cedar Point Capital Partners, LLC
UNCHANGED40740700%$304.8K$311.7K+$6.9K2026-10-29
Lynch Investment Planning, LLC
DECREASED406452-46-10%$338.5K$311.0K-$27.5K2026-10-27
ShoreHaven Wealth Partners, LLC
UNCHANGED40640600%$303.9K$310.7K+$6.8K2026-10-16
Prosperitas Financial LLC
INCREASED405358+47+13%$267.8K$309.9K+$42.1K2026-10-28
Towerpoint Wealth, LLC
DECREASED402407-5-1%$305.0K$307.9K+$2.9K2026-10-13
Shelter Rock Management, LLC
NEW401—+401——$310.8K—2026-10-09
Kingsman Wealth Management, Inc.
NEW400—+400——$306.1K—2026-10-13
Hidden Cove Wealth Management, LLC
DECREASED400409-9-2%$306.3K$306.0K-$3312026-10-19
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED39939900%$298.6K$305.5K+$6.9K2026-10-15
Holos Integrated Wealth LLC
DECREASED396497-101-20%$372.9K$304.5K-$68.4K2026-10-23
Robinson Smith Wealth Advisors LLC
UNCHANGED39639600%$296.2K$302.9K+$6.7K2026-10-22
Seamount Financial Group Inc
UNCHANGED39639600%$296.3K$303.6K+$7.3K2026-10-21
Retirement Solution LLC
INCREASED395274+121+44%$205.3K$302.3K+$97.1K2026-10-27
Ascent Wealth Partners, LLC
INCREASED391291+100+34%$217.8K$299.3K+$81.5K2026-10-23
KRM Wealth Management L.L.C.
INCREASED391379+12+3%$283.6K$299.2K+$15.7K2026-11-02
Dupree Financial Group, LLC
INCREASED391385+6+2%$288.5K$299.7K+$11.1K2026-10-09
Wealthcare Capital Partners, LLC
INCREASED390313+77+25%$234.7K$299.0K+$64.3K2026-10-21
Horizon Advisory Services, Inc.
UNCHANGED39039000%$292.1K$298.7K+$6.6K2026-10-29
SevenBridge Financial Group, LLC
DECREASED388426-38-9%$331.0K$299.7K-$31.2K2026-10-26
Shayne & Jacobs, LLC
DECREASED384397-13-3%$297.3K$294.1K-$3.2K2026-10-21
Merrion Investment Management Co, LLC
UNCHANGED38238200%$286.1K$292.6K+$6.5K2026-10-16
Professional Financial Advisors, LLC
UNCHANGED38038000%$284.3K$291.0K+$6.7K2026-10-13
McGrath & Associates, Inc.
NEW379—+379——$290.6K—2026-10-27
Clark Wealth Partners
DECREASED379391-12-3%$292.8K$290.3K-$2.6K2026-10-19
Hiley Hunt Wealth Management
DECREASED376509-133-26%$381.4K$288.3K-$93.2K2026-10-08
Iams Wealth Management, LLC
DECREASED376502-126-25%$375.9K$288.0K-$88.0K2026-10-15
Ellerson Group Inc
DECREASED375450-75-17%$337.0K$284.2K-$52.8K2026-11-04
Graham Capital Wealth Management, LLC
DECREASED375402-27-7%$301.1K$287.2K-$13.9K2026-10-26
Penobscot Wealth Management
INCREASED375355+20+6%$265.9K$287.4K+$21.5K2026-10-21
4Wealth Advisors, Inc.
DECREASED374378-4-1%$281.5K$287.7K+$6.1K2026-10-13
Sierra Summit Advisors LLC
DECREASED373486-113-23%$364.0K$285.7K-$78.3K2026-10-28
Redwood Family Wealth LLC
INCREASED372369+3+1%$276.9K$284.9K+$8.0K2026-10-20
Norman Fields, Gottscho Capital Management, LLC
NEW371—+371——$284.1K—2026-10-05
Spectrum Asset Management, Inc. (NB )
DECREASED371391-20-5%$292.8K$284.1K-$8.7K2026-10-19
IFC & Insurance Marketing, Inc.
INCREASED371357+14+4%$267.4K$284.1K+$16.8K2026-10-16
White & Co Financial Planning Inc
UNCHANGED37037000%$277.1K$241.7K-$35.4K2026-10-16
RFG Holdings, Inc.
DECREASED369378-9-2%$283.1K$282.6K-$4812026-10-30
Rooted Wealth Advisors, Inc.
UNCHANGED36736700%$274.8K$274.8K$02026-11-03
Crescent Sterling, Ltd.
UNCHANGED36736700%$275.1K$281.3K+$6.2K2026-10-16
MontVue Capital Management, Inc.
UNCHANGED36636600%$274.1K$280.3K+$6.2K2026-10-19
Wealthstar Advisors, LLC
UNCHANGED36636600%$274.1K$280.3K+$6.2K2026-10-19
One Plus One Wealth Management, LLC
UNCHANGED36536500%$273.3K$279.5K+$6.2K2026-10-16
Saxony Capital Management, LLC
INCREASED364276+88+32%$206.4K$278.8K+$72.4K2026-10-15
Capital Wealth Management, LLC
DECREASED364370-6-2%$277.1K$278.8K+$1.7K2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
UNCHANGED36436400%$272.9K$278.9K+$6.0K2026-10-09
Prosperity Advisers, LLC
UNCHANGED36336300%$271.8K$278.0K+$6.2K2026-10-28
Raub Brock Capital Management LP
INCREASED362361+1+0%$270.5K$277.4K+$6.9K2026-10-21
Roberts Financial Services LLC
INCREASED358327+31+9%$245.0K$274.1K+$29.1K2026-10-23
Spectrum Planning & Advisory Services Inc.
INCREASED358352+6+2%$263.6K$274.3K+$10.7K2026-11-05
Level Wealth Management LLC
INCREASED357323+34+11%$242.0K$273.6K+$31.5K2026-10-23
Financial & Tax Architects, LLC
DECREASED357358-10%$268.1K$273.4K+$5.3K2026-10-15
Inlet Private Wealth, LLC
DECREASED354359-5-1%$268.9K$271.1K+$2.3K2026-10-21
Opinicus Capital, Inc.
DECREASED353354-10%$265.1K$270.4K+$5.3K2026-10-28
Wellment Financial
NEW352—+352——$269.7K—2026-10-28
Cpwa, LLC
DECREASED352389-37-10%$291.0K$274.9K-$16.1K2026-11-04
Baron Wealth Management LLC
INCREASED350349+1+0%$261.7K$267.8K+$6.1K2026-10-27
Blue Square Asset Management, LLC
UNCHANGED35035000%$262.1K$268.0K+$5.9K2026-11-02
3Chopt Investment Partners, LLC
UNCHANGED35035000%$262.1K$268.0K+$5.9K2026-10-30
Stonehaven Wealth & TAX Solutions, LLC
DECREASED349377-28-7%$282.3K$267.3K-$15.1K2026-10-22
Ridgeline Wealth, LLC
UNCHANGED34934900%$261.0K$272.4K+$11.4K2026-10-14
United Asset Strategies, Inc.
DECREASED347351-4-1%$262.9K$265.6K+$2.7K2026-10-28
Crumly & Associates Inc.
NEW345—+345——$264.2K—2026-10-07
MilWealth Group LLC
UNCHANGED34434400%$257.6K$263.5K+$5.8K2026-11-02
Lountzis Asset Management, LLC
NEW342—+342——$261.9K—2026-10-30
Base Wealth Management LLC
DECREASED341345-4-1%$258.6K$261.0K+$2.4K2026-10-21
Guardian Wealth Advisors, LLC
DECREASED340372-32-9%$278.7K$262.6K-$16.0K2026-10-30
Rise Advisors, LLC
DECREASED340352-12-3%$263.8K$260.6K-$3.2K2026-10-16
McCollum Christoferson Group LLC
UNCHANGED34034000%$254.6K$260.4K+$5.8K2026-10-13
Aafmaa Wealth Management & Trust LLC
UNCHANGED33933900%$253.9K$259.6K+$5.7K2026-10-14
CPC Advisors, LLC
DECREASED338505-167-33%$378.2K$258.9K-$119.3K2026-10-21
Lpwm LLC
UNCHANGED33733700%$252.5K$258.3K+$5.8K2026-10-20
Ferguson Shapiro LLC
DECREASED336337-10%$252.3K$257.2K+$4.9K2026-10-16
Vannoy Advisory Group, Inc.
UNCHANGED33633600%$251.6K$257.3K+$5.7K2026-10-13
Portus Wealth Advisors, LLC
DECREASED333355-22-6%$265.7K$254.9K-$10.8K2026-10-13
Bank & Trust Co
UNCHANGED33333300%$249.4K$255.0K+$5.6K2026-10-07
Advocate Group LLC
DECREASED332367-35-10%$274.8K$254.3K-$20.6K2026-10-19
Tortuga Wealth Management, Inc
UNCHANGED33233200%$249.4K$255.1K+$5.7K2026-10-27
Murphy & Mullick Capital Management Corp
UNCHANGED33133100%$247.9K$253.5K+$5.6K2026-11-02
Wynn Capital, LLC
UNCHANGED33133100%$247.9K$253.5K+$5.6K2026-10-13
Powell Investment Advisors, LLC
UNCHANGED33033000%$247.2K$252.9K+$5.7K2026-10-22
Independent Wealth Advisors LLC
DECREASED329455-126-28%$340.6K$251.9K-$88.7K2026-10-27
Seros Financial, LLC
INCREASED329284+45+16%$212.7K$252.0K+$39.3K2026-10-21
Jacobs & Co
UNCHANGED32932900%$246$251+$52026-10-09
Cooper Capital Advisors LLC
UNCHANGED32932900%$246.4K$252.0K+$5.6K2026-10-29
First Fiduciary Investment Counsel, Inc.
NEW327—+327——$250—2026-10-27
Clarus Group, Inc.
UNCHANGED32632600%$243.8K$249.4K+$5.6K2026-10-21
Yousif Capital Management, LLC
UNCHANGED32532500%$243.4K$248.9K+$5.5K2026-10-22
Cannon Advisors, Inc.
UNCHANGED32432400%$244.4K$253.6K+$9.2K2026-10-14
Braun-Bostich & Associates Inc.
DECREASED323329-6-2%$246.4K$247.4K+$9852026-10-20
Altrius Capital Management Inc
DECREASED323326-3-1%$244.1K$247.4K+$3.2K2026-11-05
United Wealth Management, LLC
UNCHANGED32332300%$242.2K$247.7K+$5.5K2026-10-30
KTF Investments, LLC
UNCHANGED32232200%$241.2K$246.7K+$5.5K2026-10-23
Quantum Financial Planning Services, Inc.
DECREASED321322-10%$241.2K$245.7K+$4.4K2026-10-14
Heritage Investors Management Corp
UNCHANGED32032000%$240.0K$245-$239.8K2026-10-29
Fearless Solutions, LLC dba Best Invest
INCREASED318313+5+2%$234.2K$243.3K+$9.1K2026-10-14
RIA Advisory Group LLC
NEW317—+317——$242.5K—2026-10-15
Sather Financial Group Inc
NEW317—+317——$242.8K—2026-10-30
POM Investment Strategies, LLC
NEW316—+316——$242.0K—2026-10-20
Flagship Capital Management Inc.
UNCHANGED31631600%$236.7K$242.1K+$5.4K2026-10-20
Aull & Monroe Investment Management Corp
DECREASED315400-85-21%$299.6K$241.2K-$58.3K2026-10-16
Reston Wealth Management LLC
NEW314—+314——$240.5K—2026-10-29
Aire Advisors, LLC
INCREASED312271+41+15%$203.1K$238.9K+$35.9K2026-10-22
Weinberger Asset Management, Inc
UNCHANGED31231200%$234.1K$238.9K+$4.8K2026-10-28
Boomfish Wealth Group, LLC
DECREASED311315-4-1%$235.8K$238.1K+$2.3K2026-10-22
Byrne Asset Management LLC
UNCHANGED31131100%$232.9K$238.7K+$5.8K2026-10-06
Riggs Asset Managment Co. Inc.
UNCHANGED30930900%$231.4K$236.6K+$5.2K2026-11-05
Great Lakes Retirement, Inc.
DECREASED307309-2-1%$231.0K$235.5K+$4.5K2026-10-26
Godsey & Gibb, Inc
INCREASED306145+161+111%$108.6K$234.4K+$125.8K2026-10-14
Scheeler Financial LLC
NEW304—+304——$232.8K—2026-10-13
Valpey Financial Services, LLC
DECREASED304307-3-1%$229.9K$232.8K+$2.8K2026-10-30
Cedar Mountain Advisors, LLC
INCREASED304303+1+0%$226.8K$232.5K+$5.7K2026-10-15
Mountain Pacific Investment Advisers LLC
NEW303—+303——$232.1K—2026-10-29
Burk Holdings LLC
DECREASED303306-3-1%$229.2K$232.1K+$2.9K2026-11-05
Krane Financial Solutions LLC
UNCHANGED30230200%$225.8K$231.0K+$5.2K2026-10-30
Navigation Group, LLC
UNCHANGED30030000%$224.7K$229.8K+$5.1K2026-10-28
Guild Investment Management, Inc.
UNCHANGED29929900%$223.9K$229.0K+$5.1K2026-11-03
Trust Co of Oklahoma
NEW298—+298——$228.2K—2026-10-15
DB&C Advisors, LLC
INCREASED297296+1+0%$221.5K$227.2K+$5.6K2026-10-26
Calder Financial LLC
INCREASED297296+1+0%$222.0K$227.7K+$5.7K2026-10-13
Three Bridge Wealth Advisors, LLC
UNCHANGED29629600%$221.7K$226.7K+$5.0K2026-11-05
Global Trust Wealth Management LLC
DECREASED295308-13-4%$230.8K$225.9K-$4.9K2026-10-14
Bell & Brown Wealth Advisors, LLC
INCREASED295288+7+2%$215.7K$225.9K+$10.2K2026-10-16
Commons Capital, LLC
UNCHANGED29429400%$219.8K$224.9K+$5.1K2026-11-05
Pegasus Asset Management, Inc.
INCREASED292276+16+6%$206.7K$223.6K+$16.9K2026-11-03
Sylvest Advisors, LLC
UNCHANGED29229200%$218.5K$223.4K+$4.9K2026-10-26
KW Wealth Management LLC
NEW291—+291——$222.9K—2026-10-28
Altura Wealth Advisors Inc.
DECREASED291337-46-14%$252.2K$222.6K-$29.6K2026-10-22
Integrated Wealth Management
INCREASED291282+9+3%$210.9K$222.6K+$11.7K2026-10-19
rebel Financial LLC
INCREASED291283+8+3%$211.8K$222.8K+$11.0K2026-11-04
Davidson Kahn Capital Management, LLC
INCREASED289272+17+6%$203.5K$221.5K+$18.1K2026-10-26
Evergreen Private Wealth LLC
UNCHANGED28928900%$216.5K$221.4K+$4.9K2026-10-30
Vista Investment Partners LLC
UNCHANGED28928900%$216.4K$221.3K+$4.9K2026-10-08
Karras Company, Inc.
INCREASED288287+1+0%$215.1K$220.5K+$5.3K2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED28828800%$215.8K$220.8K+$5.0K2026-10-23
Total Wealth Planning & Management, Inc.
UNCHANGED28828800%$215.7K$220.6K+$4.9K2026-10-23
Dala Group, LLC
NEW287—+287——$220.0K—2026-10-29
Creative Capital Management Investments LLC
INCREASED287269+18+7%$201.5K$219.8K+$18.3K2026-10-28
Pacific Asset Management, LLC
INCREASED287286+1+0%$214.5K$220.0K+$5.5K2026-10-15
Shore Point Advisors, LLC
UNCHANGED28728700%$215.0K$220.0K+$5.0K2026-10-14
Goodman Advisory Group, LLC
UNCHANGED28728700%$214.9K$219.8K+$4.9K2026-11-02
Lotus Asset Management LLC
UNCHANGED28628600%$214.1K$218.9K+$4.8K2026-10-14
HMV Wealth Advisors, LLC
NEW285—+285——$218.3K—2026-10-27
Farnam Financial LLC
NEW283—+283——$216.7K—2026-10-21
Atala Financial Inc
INCREASED283268+15+6%$200.7K$216.7K+$16.0K2026-10-22
Waycross Investment Management Co
UNCHANGED28328300%$211.9K$216.7K+$4.8K2026-10-14
ARK & TLK Investments, LLC
UNCHANGED28328300%$211.9K$216.7K+$4.8K2026-10-20
Walker Financial Services, Inc.
UNCHANGED28228200%$211.2K$216.6K+$5.4K2026-10-26
Greenfield Seitz Capital Management, LLC
INCREASED280271+9+3%$202.9K$214.4K+$11.5K2026-10-29
TKG Advisors, LLC
DECREASED280284-4-1%$212.7K$214.4K+$1.8K2026-11-02
Kennedy Investment Group, Inc.
UNCHANGED27927900%$208.9K$213.7K+$4.7K2026-10-21
EnRich Financial Partners LLC
UNCHANGED27827800%$208.2K$212.8K+$4.6K2026-10-21
Leelyn Smith, LLC
NEW277—+277——$212.1K—2026-11-03
IMG Wealth Management, Inc.
INCREASED277270+7+3%$202.2K$212.1K+$9.9K2026-10-27
Covestor Ltd
DECREASED277283-6-2%$212.0K$212-$211.8K2026-10-30
Kingsbury Capital Investment Advisors LLC
INCREASED277276+1+0%$206.7K$212.0K+$5.3K2026-10-20
Seven Hills Financial, LLC
NEW276—+276——$211.2K—2026-10-13
Sendero Wealth Management, LLC
DECREASED276346-70-20%$259.1K$211.4K-$47.7K2026-10-14
Guardian Partners Inc.
INCREASED276249+27+11%$186.5K$211.4K+$24.9K2026-10-21
Capital Investment Counsel, Inc
UNCHANGED27627600%$206.4K$211.1K+$4.7K2026-10-20
Ashurst Perkins Coie Trust Co
INCREASED275273+2+1%$204.4K$210.6K+$6.2K2026-10-15
Five Pine Wealth Management
INCREASED275274+1+0%$205.5K$210.8K+$5.3K2026-10-20
Summa Corp.
UNCHANGED27527500%$205.9K$210.6K+$4.7K2026-10-30
First Security Investment Management, Inc.
DECREASED274359-85-24%$268.5K$210.1K-$58.5K2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW272—+272——$208.7K—2026-10-15
Fortune Financial Group, Inc.
NEW271—+271——$207.5K—2026-10-22
Websterrogers Financial Advisors, LLC
INCREASED271270+1+0%$202.8K$207.5K+$4.7K2026-11-02
Kopp Family Office, LLC
INCREASED270219+51+23%$164.0K$167.7K+$3.7K2026-10-21
Kentucky Trust Co
UNCHANGED27027000%$202.2K$206.8K+$4.6K2026-10-15
Investment Partners Asset Management, Inc.
NEW269—+269——$206.0K—2026-10-09
Hendershot Investments Inc.
UNCHANGED26926900%$201.5K$206.0K+$4.6K2026-11-05
Glass Wealth Management Co LLC
UNCHANGED26926900%$201.5K$206.0K+$4.6K2026-10-28
Veratis Advisors, Inc.
UNCHANGED26926900%$201.5K$206.0K+$4.6K2026-11-03
Ethos Capital Management, Inc.
NEW268—+268——$205.4K—2026-11-03
Red Mountain Financial, LLC
INCREASED268267+1+0%$200.2K$205.3K+$5.1K2026-11-03
Willis Investment Counsel
NEW267—+267——$204.5K—2026-10-20
Sherman Wealth Management LLC
DECREASED267309-42-14%$231.3K$204.2K-$27.0K2026-10-16
Kurv Investment Management LLC
NEW266—+266——$203.7K—2026-10-28
Harvey Investment Co LLC
NEW265—+265——$203—2026-10-20
LWM Advisors Inc
NEW265—+265——$203.0K—2026-10-08
Isthmus Partners, LLC
NEW264—+264——$202.2K—2026-10-21
Diligent Investors, LLC
NEW263—+263——$201.6K—2026-10-21
Ramsay, Stattman, Vela & Price, Inc.
DECREASED263311-48-15%$232.9K$201.4K-$31.5K2026-10-19
ICW Investment Advisors LLC
NEW262—+262——$201.2K—2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED25725700%$192.5K$196.8K+$4.4K2026-11-03
Wolff Wiese Magana LLC
UNCHANGED25125100%$188.0K$192.2K+$4.3K2026-10-15
RHL Group, LLC
INCREASED247246+1+0%$184.3K$189.2K+$4.9K2026-11-04
Weaver Capital Management LLC
INCREASED246244+2+1%$159.7K$188.2K+$28.6K2026-10-15
Rydar Equities, Inc.
NEW238—+238——$186.1K—2026-10-13
Insight Inv LLC
UNCHANGED23423400%$175.2K$179.2K+$4.0K2026-10-27
Southern Michigan Bank & Trust
UNCHANGED23423400%$175.2K$179.2K+$4.0K2026-10-19
Networth Advisors, LLC
INCREASED231208+23+11%$155.5K$177.2K+$21.7K2026-11-03
Zega Investments, LLC
DECREASED2272,566-2,339-91%$1.9M$173.8K-$1.7M2026-11-04
Arjuna Capital
UNCHANGED22322300%$167.0K$170.8K+$3.8K2026-11-03
Transce3nd, LLC
NEW203—+203——$157.7K—2026-10-26
Costello Asset Management, Inc
UNCHANGED19919900%$148.9K$152.3K+$3.4K2026-10-30
Cdkv Holdings LLC
UNCHANGED19619600%$146.7K$150.0K+$3.3K2026-10-28
Prudent Man Investment Management, Inc.
UNCHANGED19119100%$130.8K$146.3K+$15.5K2026-11-03
Citizens National Bank Trust Department
INCREASED176162+14+9%$121.3K$134.8K+$13.5K2026-11-04
Nvwm, LLC
INCREASED1742+172+8600%$1.5K$133.3K+$131.8K2026-10-14
Elevate Wealth Advisory, Inc
UNCHANGED17117100%$128.1K$131.0K+$2.9K2026-10-29
Gables Capital Management Inc.
UNCHANGED16816800%$125.8K$128.7K+$2.8K2026-11-04
Smallwood Wealth Investment Management, LLC
DECREASED164184-20-11%$138.5K$126.3K-$12.2K2026-10-30
Hartford Financial Management Inc.
DECREASED160310-150-48%$232.3K$122.2K-$110.1K2026-10-21
SYM Financial Corp
DECREASED158223-65-29%$167.0K$121.0K-$46.0K2026-10-26
Zeit Capital LLC
UNCHANGED14314300%$107.1K$109.5K+$2.4K2026-10-19
Go Invest LLC
INCREASED138137+1+1%$102.5K$105.5K+$3.0K2026-10-09
Polaris Financial Partners
NEW135—+135——$104—2026-10-02
Carolina Wealth Advisors, LLC
INCREASED13529+106+366%$21.7K$103.4K+$81.7K2026-10-23
Strategic Investment Management, LLC
UNCHANGED13213200%$98.9K$101.1K+$2.2K2026-10-20
Adirondack Trust Co
UNCHANGED13113100%$98.1K$100.3K+$2.2K2026-10-14
Tounjian Advisory Partners, LLC
DECREASED129180-51-28%$134.5K$98.8K-$35.7K2026-11-04
Quaker Wealth Management, LLC
UNCHANGED12612600%$94.4K$96.5K+$2.1K2026-10-22
Bell Investment Advisors, Inc
DECREASED118128-10-8%$95.5K$90.3K-$5.2K2026-10-29
Axiom Investment Management LLC
DECREASED117119-2-2%$89.1K$89.6K+$4862026-11-03
Montgomery Financial Services LLC
INCREASED11643+73+170%$32.2K$88.7K+$56.5K2026-11-03
NorthAvenue LLC
DECREASED112136-24-18%$102.1K$86.1K-$16.1K2026-10-29
StrongBox Wealth, LLC
UNCHANGED11211200%$83.9K$85.8K+$1.9K2026-11-02
Rakuten Securities, Inc.
DECREASED107123-16-13%$92.1K$81.9K-$10.2K2026-11-02
BankChampaign, National Association
UNCHANGED10410400%$77.9K$79.6K+$1.8K2026-10-19
Thompson Investment Management, Inc.
UNCHANGED10310300%$77.1K$78.9K+$1.7K2026-10-14
Blume Capital Management, Inc.
UNCHANGED10010000%$74.9K$76.6K+$1.7K2026-10-26
Hager Investment Management Services, LLC
INCREASED9796+1+1%$71.9K$74.3K+$2.4K2026-11-04
Bradley & Co. Private Wealth Management, LLC
UNCHANGED959500%$71.1K$72.8K+$1.6K2026-10-23
Putney Financial Group LLC
NEW90—+90——$69.0K—2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
NEW86—+86——$66—2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED868600%$64.4K$65.9K+$1.5K2026-10-15
Dorato Capital Management
UNCHANGED808000%$60.6K$62.4K+$1.8K2026-10-08
Duncker Streett & Co Inc
INCREASED7266+6+9%$49.4K$55.1K+$5.7K2026-10-27
KFG LLC
NEW70—+70——$53.6K—2026-11-02
Burkett Financial Services, LLC
INCREASED7037+33+89%$27.8K$53.8K+$26.0K2026-10-01
Dynamic Wealth Strategies, LLC
UNCHANGED676700%$50.2K$51.3K+$1.1K2026-10-16
GS Investments, Inc.
UNCHANGED636300%$47.2K$48.2K+$1.1K2026-11-05
Baer Investment Advisory LLC
NEW60—+60——$46.0K—2026-10-13
Eukles Asset Management
UNCHANGED595900%$44.2K$45.2K+$1.0K2026-11-04
Pflug Koory, LLC
UNCHANGED565600%$42.1K$43.2K+$1.1K2026-10-26
Wells Financial Advisors Inc
DECREASED5293-41-44%$69.6K$39.8K-$29.8K2026-11-02
Ulland Investment Advisors, LLC
UNCHANGED505000%$37$38+$12026-10-13
Meriwether Wealth & Planning, LLC
NEW46—+46——$35.2K—2026-10-13
Tower View Wealth Management LLC
UNCHANGED444400%$33.0K$33.9K+$8452026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
NEW42—+42——$32.2K—2026-10-14
Advantage Trust Co
UNCHANGED393900%$29.2K$29.9K+$6612026-10-19
Entrust Financial LLC
INCREASED3733+4+12%$24.7K$28.3K+$3.6K2026-11-04
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED373700%$27.7K$28.3K+$6272026-10-28
Kennebec Savings Bank
DECREASED3650-14-28%$37.4K$27.6K-$9.9K2026-10-22
Sawyer & Company, Inc
UNCHANGED363600%$27.0K$27.6K+$6112026-10-21
Global Trust Asset Management, LLC
UNCHANGED363600%$26.7K$27.3K+$6042026-10-19
Olistico Wealth, LLC
NEW33—+33——$25.3K—2026-10-05
Marquette Asset Management, LLC
DECREASED3035-5-14%$26.2K$23.0K-$3.2K2026-10-09
Elevation Wealth Partners, LLC
UNCHANGED303000%$22.5K$23.0K+$5092026-10-07
Phillip James Consulting Co.
NEW27—+27——$20.7K—2026-11-03
Vima LLC
UNCHANGED272700%$20.2K$20.7K+$4582026-10-23
Birchbrook, Inc.
DECREASED2634-8-24%$25.5K$19.9K-$5.6K2026-10-14
DB Fitzpatrick & Co, Inc
UNCHANGED242400%$18.0K$18.4K+$4072026-10-19
Asset Planning,Inc
UNCHANGED222200%$16.5K$16.9K+$4222026-10-26
Accordant Advisory Group Inc
UNCHANGED222200%$16.5K$16.8K+$3732026-10-29
Albion Financial Group
DECREASED1922-3-14%$16.5K$14.5K-$2.0K2026-10-21
Birch Financial Group, LLC
NEW18—+18——$13.8K—2026-10-27
Vermillion Wealth Management, Inc.
DECREASED18395-377-95%$295.6K$13.8K-$281.8K2026-10-26
Bullock Wealth Management Group
UNCHANGED171700%$13.0K$13.4K+$3562026-10-09
Western Pacific Wealth Management, LP
UNCHANGED141400%$10.1K$10.4K+$2592026-10-16
Wilkerson Advisory Group LLC
UNCHANGED141400%$10.5K$10.7K+$2382026-10-20
Nvest Wealth Strategies, Inc.
UNCHANGED141400%$10.5K$10.7K+$2372026-10-14
Vision Financial Markets LLC
UNCHANGED111100%$7.6K$7.8K+$2152026-10-22
Your Advocates Ltd., LLP
DECREASED1016-6-37%$8.0K$7.7K-$2932026-11-03
West Financial Advisors, LLC
UNCHANGED101000%$7.5K$7.7K+$1702026-10-22
WestEnd Advisors, LLC
DECREASED91,050-1,041-99%$786.3K$6.7K-$779.5K2026-10-27
Spurstone Advisory Services, LLC
UNCHANGED6600%$4.5K$4.6K+$1092026-11-02
Sterling Capital Management LLC
DECREASED22,506-2,504-100%$1.9M$1.5K-$1.9M2026-10-22
Decker Retirement Planning Inc.
DECREASED2272-270-99%$203.7K$1.6K-$202.2K2026-10-19
Garda Capital Partners LP
CLOSED0154,082-154,082-100%$115.4M$0-$115.4M2026-11-04
Exchange Traded Concepts, LLC
CLOSED079,520-79,520-100%$59.6M$0-$59.6M2026-10-28
FDx Advisors, Inc.
CLOSED015,544-15,544-100%$11.6M$0-$11.6M2026-11-05
Newport Capital Group, LLC
CLOSED05,613-5,613-100%$4.2M$0-$4.2M2026-10-16
Belvedere Trading LLC
CLOSED03,996-3,996-100%$3.0M$0-$3.0M2026-11-05
Ardent Capital Management, Inc.
CLOSED01,966-1,966-100%$1.5M$0-$1.5M2026-10-16
Sightline Wealth Advisors, LLC
CLOSED01,740-1,740-100%$1.3M$0-$1.3M2026-10-21
Garrison Bradford & Associates Inc
CLOSED01,725-1,725-100%$1.3M$0-$1.3M2026-10-27
First International Bank of Israel Ltd.
CLOSED01,170-1,170-100%$245.2K$0-$245.2K2026-11-04
Campbell Newman Asset Management Inc
CLOSED01,070-1,070-100%$801.3K$0-$801.3K2026-10-22
Retiremitten Financial LLC
CLOSED0846-846-100%$633.6K$0-$633.6K2026-11-05
Hofer & Associates. Inc
CLOSED0694-694-100%$519.7K$0-$519.7K2026-10-13
E6 Portfolios, LLC
CLOSED0670-670-100%$501.8K$0-$501.8K2026-10-26
apricus wealth, LLC
CLOSED0580-580-100%$434.4K$0-$434.4K2026-10-26
Shum Financial Group, Inc.
CLOSED0579-579-100%$433.4K$0-$433.4K2026-10-13
Central Valley Advisors, LLC
CLOSED0550-550-100%$411.3K$0-$411.3K2026-10-27
Mount Vernon Associates Inc
CLOSED0543-543-100%$407.0K$0-$407.0K2026-10-26
Vaughan David Investments LLC
CLOSED0423-423-100%$317.0K$0-$317.0K2026-11-05
Provident Wealth Management, LLC
CLOSED0399-399-100%$298.8K$0-$298.8K2026-10-20
AJ Advisors, LLC
CLOSED0369-369-100%$276.0K$0-$276.0K2026-10-29
Dumont & Blake Investment Advisors LLC
CLOSED0361-361-100%$270.2K$0-$270.2K2026-10-28
Tamar Securities, LLC
CLOSED0346-346-100%$259.3K$0-$259.3K2026-11-03
Axecap Investments, LLC
CLOSED0340-340-100%$254.6K$0-$254.6K2026-10-20
Nichols & Pratt Advisers LLP
CLOSED0327-327-100%$244.9K$0-$244.9K2026-10-13
SS&H Financial Advisors, Inc.
CLOSED0316-316-100%$237.0K$0-$237.0K2026-10-28
Cottage Street Advisors LLC
CLOSED0298-298-100%$223.1K$0-$223.1K2026-10-19
Howard Bailey Securities, LLC
CLOSED0297-297-100%$222.6K$0-$222.6K2026-10-27
Pacific Capital Wealth Advisors, Inc.
CLOSED0292-292-100%$218.7K$0-$218.7K2026-10-22
Shira Ridge Wealth Management
CLOSED0289-289-100%$216.3K$0-$216.3K2026-10-09
APS Management Group, Inc.
CLOSED0282-282-100%$211.1K$0-$211.1K2026-10-14
Wolff Financial Management LLC
CLOSED0278-278-100%$208.0K$0-$208.0K2026-10-23
Quarry Hill Advisors, LLC
CLOSED0275-275-100%$205.9K$0-$205.9K2026-11-04
Hedeker Wealth, LLC
CLOSED0270-270-100%$202.2K$0-$202.2K2026-10-23
Robinswood Financial LLC
CLOSED0195-195-100%$146.1K$0-$146.1K2026-10-20
Midway Capital Research & Management
CLOSED0161-161-100%$120.6K$0-$120.6K2026-10-20
Bullseye Investment Management, LLC
CLOSED0123-123-100%$92.1K$0-$92.1K2026-10-29
Spectrum Wealth Advisory Group, LLC
CLOSED082-82-100%$61.5K$0-$61.5K2026-10-29
Founders Capital Management
CLOSED017-17-100%$12.7K$0-$12.7K2026-10-13
Horizon Financial Services, LLC
CLOSED014-14-100%$10.5K$0-$10.5K2026-11-04
Ball & Co Wealth Management Inc.
CLOSED04-4-100%$3.0K$0-$3.0K2026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.8M$2.4M+$603.4K2026-10-29
Central Bank of Brazil
UNCHANGED000—$0$0$02026-11-04
BlackRock, Inc.
N/A—87,920,842-87,920,842-100%$65.8B———
Envestnet Asset Management Inc
N/A—41,391,871-41,391,871-100%$31.0B———
Marshall Wace, LLP
N/A—39,828,525-39,828,525-100%$29.8B———
Northwestern Mutual Wealth Management Co
N/A—35,018,846-35,018,846-100%$26.2B———
Morgan Stanley
N/A—24,670,794-24,670,794-100%$18.5B———
Bank of America Corp
N/A—22,154,893-22,154,893-100%$16.6B———
JPMorgan Chase & Co
N/A—20,535,841-20,535,841-100%$15.3B———
Wells Fargo & Company
N/A—20,418,578-20,418,578-100%$15.3B———
Capula Management Ltd
N/A—20,051,540-20,051,540-100%$15.0B———
Jones Financial Companies Lllp
N/A—19,409,670-19,409,670-100%$14.2B———
Citadel Advisors LLC
N/A—17,676,489-17,676,489-100%$13.2B———
Royal Bank of Canada
N/A—15,507,803-15,507,803-100%$11.6B———
PNC Financial Services Group, Inc.
N/A—15,414,622-15,414,622-100%$11.5B———
California Public Employees Retirement System
N/A—15,179,345-15,179,345-100%$11.4B———
LPL Financial LLC
N/A—14,782,609-14,782,609-100%$11.1B———
Millennium Management LLC
N/A—14,503,932-14,503,932-100%$10.9B———
Goldman Sachs Group Inc
N/A—11,800,876-11,800,876-100%$8.8B———
Northern Trust Corp
N/A—9,279,474-9,279,474-100%$6.9B———
Prudential Financial Inc
N/A—8,269,900-8,269,900-100%$6.2B———
Squarepoint Ops LLC
N/A—8,003,931-8,003,931-100%$6.0B———
Ameriprise Financial Inc
N/A—7,224,629-7,224,629-100%$5.4B———
Walleye Capital LLC
N/A—6,358,980-6,358,980-100%$4.8B———
FMR LLC
N/A—6,009,148-6,009,148-100%$4.5B———
Alliancebernstein L.P.
N/A—5,643,389-5,643,389-100%$3.7B———
Mariner, LLC
N/A—5,571,768-5,571,768-100%$4.2B———
Alberta Investment Management Corp
N/A—5,291,151-5,291,151-100%$4.0B———
Wellspring Financial Advisors, LLC
N/A—4,794,502-4,794,502-100%$347.2M———
Allianz Asset Management GmbH
N/A—4,777,691-4,777,691-100%$3.6B———
Cetera Investment Advisers
N/A—4,755,509-4,755,509-100%$3.6B———
Raymond James Financial Inc
N/A—4,742,179-4,742,179-100%$3.6B———
Captrust Financial Advisors
N/A—4,652,450-4,652,450-100%$3.5B———
Alyeska Investment Group, L.P.
N/A—4,533,470-4,533,470-100%$3.4B———
Korea Investment Corp
N/A—4,334,448-4,334,448-100%$3.2B———
National Pension Service
N/A—4,119,355-4,119,355-100%$3.1B———
Schonfeld Strategic Advisors LLC
N/A—3,831,918-3,831,918-100%$2.9B———
UBS Group AG
N/A—3,653,598-3,653,598-100%$2.7B———
Potomac Fund Management Inc
N/A—3,546,980-3,546,980-100%$2.7B———
California State Teachers Retirement System
N/A—3,431,700-3,431,700-100%$2.6B———
HighTower Advisors, LLC
N/A—3,272,035-3,272,035-100%$2.5B———
Michael & Susan Dell Foundation
N/A—3,187,927-3,187,927-100%$2.4B———
Bridgewater Associates, LP
N/A—3,002,286-3,002,286-100%$2.2B———
Wealthspire Advisors, LLC
N/A—2,868,273-2,868,273-100%$2.1B———
MML Investors Services, LLC
N/A—2,831,023-2,831,023-100%$2.1B———
Cerity Partners LLC
N/A—2,803,692-2,803,692-100%$2.1B———
Macquarie Group LTD
N/A—2,703,730-2,703,730-100%$2.0B———
Bank of Nova Scotia
N/A—2,703,092-2,703,092-100%$2.0B———
Neuberger Berman Group LLC
N/A—2,690,124-2,690,124-100%$2.0B———
Healthcare of Ontario Pension Plan Trust Fund
N/A—2,678,964-2,678,964-100%$2.0B———
Choate Investment Advisors
N/A—2,567,736-2,567,736-100%$1.9B———
Brown Brothers Harriman & Co
N/A—2,471,912-2,471,912-100%$1.9B———
MAI Capital Management
N/A—2,471,229-2,471,229-100%$1.9B———
Focus Partners Wealth
N/A—2,413,265-2,413,265-100%$1.8B———
Pathstone Holdings, LLC
N/A—2,401,692-2,401,692-100%$1.8B———
Cresset Asset Management, LLC
N/A—2,366,720-2,366,720-100%$1.8B———
Bank of Montreal
N/A—2,320,347-2,320,347-100%$1.7B———
Public Employees Retirement System of Ohio
N/A—2,157,500-2,157,500-100%$1.6B———
UNC Management Company, Inc.
N/A—2,026,143-2,026,143-100%$1.5B———
Brown Advisory Inc
N/A—2,013,013-2,013,013-100%$1.5B———
Envestnet Portfolio Solutions, Inc.
N/A—2,008,278-2,008,278-100%$1.5B———
Osaic Holdings, Inc.
N/A—1,915,267-1,915,267-100%$1.4B———
LMR Partners LLP
N/A—1,911,286-1,911,286-100%$1.4B———
Verition Fund Management LLC
N/A—1,871,854-1,871,854-100%$1.4B———
Sumitomo Life Insurance Co
N/A—1,850,000-1,850,000-100%$1.4B———
Janney Montgomery Scott LLC
N/A—1,840,976-1,840,976-100%$1.4B———
Allianz SE
N/A—1,824,479-1,824,479-100%$1.4B———
Bank of Korea
N/A—1,752,811-1,752,811-100%$1.3B———
Municipal Employees' Retirement System of Michigan
N/A—1,637,942-1,637,942-100%$1.2B———
Tudor Investment Corp ET AL
N/A—1,615,654-1,615,654-100%$1.2B———
Capstone Investment Advisors, LLC
N/A—1,562,108-1,562,108-100%$1.2B———
United Capital Financial Advisors, LLC
N/A—1,541,045-1,541,045-100%$1.2B———
National Philanthropic Trust
N/A—1,524,853-1,524,853-100%$1.1B———
Roehl & Yi Investment Advisors, LLC
N/A—1,522,846-1,522,846-100%$1.5M———
Fiduciary Trust Co
N/A—1,507,059-1,507,059-100%$1.1B———
Kedalion Capital Management LLP
N/A—1,492,000-1,492,000-100%$1.1B———
Johnson Investment Counsel Inc
N/A—1,473,438-1,473,438-100%$1.1B———
Toronto Dominion Bank
N/A—1,447,093-1,447,093-100%$1.1B———
Freestone Grove Partners LP
N/A—1,413,000-1,413,000-100%$1.1B———
Northwestern Mutual Investment Management Company, LLC
N/A—1,405,896-1,405,896-100%$1.1B———
M&T Bank Corp
N/A—1,367,395-1,367,395-100%$1.0B———
Swiss RE LTD
N/A—1,312,957-1,312,957-100%$985.5M———
Waverly Advisors, LLC
N/A—1,297,944-1,297,944-100%$972.0M———
USS Investment Management Ltd
N/A—1,283,922-1,283,922-100%$962.7M———
Alesco Advisors, LLC, An ESL Co
N/A—1,283,781-1,283,781-100%$961.4M———
Mercer Global Advisors Inc
N/A—1,274,862-1,274,862-100%$954.7M———
Johnson Financial Group, Inc.
N/A—1,267,369-1,267,369-100%$949.1M———
Flputnam Investment Management Co
N/A—1,231,492-1,231,492-100%$922.1M———
Dynasty Wealth Management, LLC
N/A—1,224,077-1,224,077-100%$916.7M———
Rockefeller Capital Management L.P.
N/A—1,203,391-1,203,391-100%$901.2M———
Brevan Howard Capital Management LP
N/A—1,202,676-1,202,676-100%$898.2M———
NewEdge Advisors, LLC
N/A—1,183,931-1,183,931-100%$886.6M———
Blue Sparrow, LLC
N/A—1,180,000-1,180,000-100%$883.7M———
Panoramic Capital Partners, LLC
N/A—1,176,056-1,176,056-100%$46.6M———
Susquehanna International Group, LLP
N/A—1,115,544-1,115,544-100%$835.4M———
BW Gestao de Investimentos Ltda.
N/A—1,093,321-1,093,321-100%$818.8M———
Circle Wealth Management, LLC
N/A—1,091,958-1,091,958-100%$817.8M———
CI Investments Inc.
N/A—1,064,173-1,064,173-100%$796.9M———
Element Capital Management LLC
N/A—1,025,266-1,025,266-100%$767.8M———
Schroder Investment Management Group
N/A—959,161-959,161-100%$713.8M———
Bessemer Group Inc
N/A—951,621-951,621-100%$712.7M———
Jasper Ridge Partners, L.P.
N/A—938,059-938,059-100%$702.5M———
&partners
N/A—936,468-936,468-100%$702.0M———
Jump Financial, LLC
N/A—933,551-933,551-100%$699.1M———
Coldstream Capital Management Inc
N/A—909,504-909,504-100%$681.1M———
Stifel Financial Corp
N/A—903,149-903,149-100%$676.4M———
Baird Financial Group, Inc.
N/A—881,643-881,643-100%$660.3M———
Franklin Resources Inc
N/A—859,858-859,858-100%$644.1M———
Norinchukin Bank, The
N/A—819,080-819,080-100%$613.4M———
Nissay Asset Management Corp N
N/A—813,104-813,104-100%$608.9M———
Quotient Wealth Partners, LLC
N/A—801,678-801,678-100%$600.4M———
Heritage Wealth Advisors
N/A—752,076-752,076-100%$563.2M———
1832 Asset Management L.P.
N/A—742,159-742,159-100%$555.8M———
FIL Ltd
N/A—737,601-737,601-100%$552.4M———
Partners Capital Investment Group, LLP
N/A—733,194-733,194-100%$549.1M———
Hantz Financial Services, Inc.
N/A—729,647-729,647-100%$546.4M———
Conrad N. Hilton Foundation
N/A—727,217-727,217-100%$544.6M———
Sanctuary Advisors, LLC
N/A—723,733-723,733-100%$542.0M———
UMB Bank, n.a.
N/A—723,246-723,246-100%$541.6M———
Freestone Capital Holdings, LLC
N/A—717,828-717,828-100%$537.6M———
Balyasny Asset Management L.P.
N/A—710,479-710,479-100%$532.1M———
Huntington National Bank
N/A—694,408-694,408-100%$520.0M———
Beacon Pointe Advisors, LLC
N/A—684,738-684,738-100%$512.8M———
Truepoint, Inc.
N/A—671,007-671,007-100%$502.5M———
Haverford Trust Co
N/A—659,358-659,358-100%$493.8M———
Khazanah Nasional Berhad
N/A—640,005-640,005-100%$479.3M———
GTS Securities LLC
N/A—632,974-632,974-100%$474.9M———
Teacher Retirement System of Texas
N/A—632,560-632,560-100%$473.7M———
HSBC Holdings PLC
N/A—625,211-625,211-100%$468.3M———
AQR Capital Management LLC
N/A—622,892-622,892-100%$466.5M———
Robinhood Asset Management, LLC
N/A—597,470-597,470-100%$447.4M———
Moneta Group Investment Advisors LLC
N/A—580,170-580,170-100%$434.5M———
Leith Wheeler Investment Counsel Ltd.
N/A—576,529-576,529-100%$431.8M———
Bleakley Financial Group, LLC
N/A—563,885-563,885-100%$422.3M———
Quantinno Capital Management LP
N/A—558,235-558,235-100%$418.1M———
Clark Capital Management Group, Inc.
N/A—554,074-554,074-100%$414.9M———
Steward Partners Investment Advisory, LLC
N/A—548,973-548,973-100%$411.1M———
Swan Global Investments, LLC
N/A—541,901-541,901-100%$405.8M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—530,459-530,459-100%$474.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—523,959-523,959-100%$392.4M———
Equitable Holdings, Inc.
N/A—517,971-517,971-100%$387.9M———
AE Wealth Management LLC
N/A—517,659-517,659-100%$387.7M———
Ally Invest Advisors Inc.
N/A—513,402-513,402-100%$384.5M———
CIBC Bancorp USA Inc.
N/A—501,517-501,517-100%$375.6M———
State Street Corp
N/A—499,630-499,630-100%$374.2M———
Foundations Investment Advisors, LLC
N/A—490,520-490,520-100%$367.3M———
Blair William & Co
N/A—484,704-484,704-100%$363.0M———
Commerce Bank
N/A—476,427-476,427-100%$356.8M———
Orion Porfolio Solutions, LLC
N/A—470,599-470,599-100%$352.4M———
Hirtle & Co., LLC
N/A—445,526-445,526-100%$333.6M———
Gotham Asset Management, LLC
N/A—445,224-445,224-100%$333.4M———
Arax Advisory Partners
N/A—434,087-434,087-100%$325.1M———
Zions Bancorporation, National Association
N/A—433,693-433,693-100%$324.8M———
Clearstead Advisors, LLC
N/A—433,690-433,690-100%$324.8M———
Prosperity Consulting Group, LLC
N/A—432,475-432,475-100%$323.9M———
SUN Life Financial Inc
N/A—431,993-431,993-100%$323.5M———
Planning Alternatives LTD
N/A—415,929-415,929-100%$311.5M———
Lbmc Investment Advisors, LLC
N/A—415,571-415,571-100%$311.2M———
Adventist Health System/ West
N/A—405,108-405,108-100%$303.4M———
BNP Paribas Financial Markets
N/A—401,381-401,381-100%$300.6M———
Agave Capital Management Ltd
N/A—398,000-398,000-100%$298.1M———
Whittier Trust Co
N/A—397,105-397,105-100%$299.7M———
Integrated Wealth Concepts LLC
N/A—396,510-396,510-100%$296.9M———
Wealthspire Retirement, LLC
N/A—389,343-389,343-100%$295.2M———
Hancock Whitney Corp
N/A—387,692-387,692-100%$290.3M———
EP Wealth Advisors, LLC
N/A—384,493-384,493-100%$287.9M———
Principal Securities, Inc.
N/A—371,938-371,938-100%$278.5M———
Ballentine Partners, LLC
N/A—370,566-370,566-100%$277.5M———
Toews Corp
N/A—355,690-355,690-100%$266.4M———
Merit Financial Group, LLC
N/A—353,499-353,499-100%$264.7M———
Prudential PLC
N/A—339,989-339,989-100%$254.6M———
Stratos Wealth Partners, Ltd.
N/A—334,967-334,967-100%$250.9M———
Vestwell Advisors, LLC
N/A—334,882-334,882-100%$250.8M———
Wellington Management Group LLP
N/A—334,327-334,327-100%$250.4M———
Endurance Services Ltd
N/A—332,601-332,601-100%$249.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—330,345-330,345-100%$247.4M———
Holocene Advisors, LP
N/A—326,000-326,000-100%$244.1M———
Centiva Capital, LP
N/A—319,957-319,957-100%$240.2M———
Tidal Investments LLC
N/A—311,155-311,155-100%$233.0M———
Summit Financial, LLC
N/A—301,387-301,387-100%$225.7M———
First Foundation Advisors
N/A—300,496-300,496-100%$225.0M———
Federation des caisses Desjardins du Quebec
N/A—298,406-298,406-100%$223.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—295,817-295,817-100%$222.0M———
Bluespring Wealth Management, LLC
N/A—291,175-291,175-100%$218.1M———
Ellenbecker Investment Group
N/A—281,564-281,564-100%$210.9M———
Lazard Asset Management LLC
N/A—280,547-280,547-100%$210.1M———
Gilbert & Cook, Inc.
N/A—276,102-276,102-100%$206.8M———
Mizuho Markets Cayman LP
N/A—275,717-275,717-100%$206.5M———
Dakota Wealth Management
N/A—270,046-270,046-100%$202.2M———
Atlantic Union Bankshares Corp
N/A—266,831-266,831-100%$199.8M———
Bank Hapoalim BM
N/A—266,000-266,000-100%$199.2M———
Mandatum Life Insurance Co Ltd
N/A—262,136-262,136-100%$196.3M———
Icon Wealth Advisors, LLC
N/A—258,581-258,581-100%$193.6M———
Lowe Brockenbrough & Co Inc
N/A—254,751-254,751-100%$190.8M———
Advisory Services Network, LLC
N/A—254,571-254,571-100%$190.6M———
Planning Project LLC
N/A—254,452-254,452-100%$196.0M———
Main Management Fund Advisors LLC
N/A—250,100-250,100-100%$187.3M———
HRT Financial LP
N/A—249,853-249,853-100%$187.1M———
Bridges Investment Management Inc
N/A—246,971-246,971-100%$185.0M———
Mizuho Markets Americas LLC
N/A—233,420-233,420-100%$174.8M———
Manufacturers Life Insurance Company, the
N/A—233,323-233,323-100%$174.5M———
Arrowstreet Capital, Limited Partnership
N/A—229,676-229,676-100%$172.0M———
NorthCoast Asset Management LLC
N/A—228,483-228,483-100%$171.1M———
Rptc Inc.
N/A—225,810-225,810-100%$169.1M———
BBR Partners, LLC
N/A—224,946-224,946-100%$168.5M———
Bank of Hawaii
N/A—224,165-224,165-100%$167.9M———
OneDigital Investment Advisors LLC
N/A—220,668-220,668-100%$165.3M———
Capital Analysts, LLC
N/A—219,719-219,719-100%$164.5M———
Geneos Wealth Management Inc.
N/A—215,810-215,810-100%$161.6M———
Crewe Advisors LLC
N/A—214,948-214,948-100%$161.0M———
Callan Family Office, LLC
N/A—212,091-212,091-100%$158.8M———
FFT Wealth Management LLC
N/A—209,297-209,297-100%$156.7M———
Mutual Advisors, LLC
N/A—209,128-209,128-100%$156.6M———
Mason Street Advisors, LLC
N/A—206,485-206,485-100%$154.6M———
Defiance ETFs, LLC
N/A—205,875-205,875-100%$154.2M———
Global Retirement Partners, LLC
N/A—203,286-203,286-100%$152.2M———
ESL Trust Services, LLC
N/A—202,449-202,449-100%$151.6M———
Advisors Capital Management, LLC
N/A—199,270-199,270-100%$149.2M———
Financial Engines Advisors L.L.C.
N/A—199,252-199,252-100%$149.2M———
Modern Wealth Management, LLC
N/A—198,582-198,582-100%$148.7M———
Pure Financial Advisors, LLC
N/A—196,358-196,358-100%$147.1M———
Securian Asset Management, Inc
N/A—195,555-195,555-100%$146.0M———
Catalyst Financial Partners LLC
N/A—194,787-194,787-100%$145.9M———
Core Wealth Advisors, Inc.
N/A—193,554-193,554-100%$145.0M———
Stock Yards Bank & Trust Co
N/A—192,974-192,974-100%$144.5M———
Savant Capital, LLC
N/A—185,143-185,143-100%$139.9M———
Investment Management Corp of Ontario
N/A—183,906-183,906-100%$137.7M———
RiverFront Investment Group, LLC
N/A—181,711-181,711-100%$136.1M———
Cape COD Five Cents Savings Bank
N/A—179,593-179,593-100%$134.5M———
Composition Wealth, LLC
N/A—179,336-179,336-100%$134.3M———
RWA Wealth Partners, LLC
N/A—179,288-179,288-100%$134.3M———
BSW Wealth Partners
N/A—175,944-175,944-100%$131.8M———
Whittier Trust Co of Nevada Inc
N/A—175,396-175,396-100%$131.7M———
King Wealth Management Group
N/A—175,250-175,250-100%$131.2M———
SG Americas Securities, LLC
N/A—174,996-174,996-100%$131.1M———
Chandler Asset Management, Inc.
N/A—174,221-174,221-100%$130.5M———
Hancock Prospecting Pty Ltd
N/A—174,000-174,000-100%$130.3M———
IEQ Capital, LLC
N/A—173,789-173,789-100%$130.1M———
Regal Investment Advisors LLC
N/A—168,826-168,826-100%$126.4M———
Arkadios Wealth Advisors
N/A—166,177-166,177-100%$124.4M———
First National Bank of Omaha
N/A—163,739-163,739-100%$121.9M———
Chevy Chase Trust Holdings, LLC
N/A—162,535-162,535-100%$121.7M———
Requisite Capital Management, LLC
N/A—160,808-160,808-100%$120.4M———
First Commonwealth Financial Corp
N/A—159,542-159,542-100%$119.5M———
CIBC World Market Inc.
N/A—156,263-156,263-100%$117.0M———
Allstate Corp
N/A—156,000-156,000-100%$116.8M———
Ironclad Investments LLC
N/A—153,639-153,639-100%$115.1M———
Banco Santander, S.A.
N/A—151,600-151,600-100%$113.5M———
Glenmede Trust Co NA
N/A—151,365-151,365-100%$113.4M———
Satovsky Asset Management LLC
N/A—151,191-151,191-100%$113.2M———
Cantor Fitzgerald, L. P.
N/A—144,905-144,905-100%$108.5M———
Arvest Bank Trust Division
N/A—144,760-144,760-100%$108.4M———
Betterment LLC
N/A—144,753-144,753-100%$108.4M———
Baker Avenue Asset Management, LP
N/A—144,124-144,124-100%$107.9M———
Tortoise Investment Management, LLC
N/A—142,937-142,937-100%$107.0M———
Smartleaf Asset Management LLC
N/A—142,225-142,225-100%$105.8M———
Private Wealth Asset Management, LLC
N/A—141,287-141,287-100%$105.8M———
Ritter Daniher Financial Advisory LLC / de
N/A—140,529-140,529-100%$105.2M———
Great Lakes Advisors, LLC
N/A—139,445-139,445-100%$104.4M———
Progeny 3, Inc.
N/A—139,069-139,069-100%$104.1M———
Jupiter Topco LLC
N/A—136,281-136,281-100%$102.1M———
Alaska Permanent Capital Management, LLC
N/A—135,686-135,686-100%$101.8M———
Pine Ridge Advisers LLC
N/A—135,052-135,052-100%$101.1M———
BankPlus Trust Department
N/A—134,984-134,984-100%$101.1M———
Consolidated Portfolio Review Corp
N/A—134,978-134,978-100%$101.1M———
Harbour Investments, Inc.
N/A—132,375-132,375-100%$99.1M———
SSI Investment Management LLC
N/A—131,439-131,439-100%$98.4M———
Focus Partners Advisor Solutions, LLC
N/A—130,156-130,156-100%$97.5M———
Natixis Advisors, LLC
N/A—129,349-129,349-100%$96.9M———
Curi Capital, LLC
N/A—127,183-127,183-100%$95.2M———
NerdWallet Wealth Partners, LLC
N/A—127,022-127,022-100%$95.1M———
Cambridge Associates LLC
N/A—126,494-126,494-100%$94.7M———
Meridian Wealth Advisors, LLC
N/A—126,391-126,391-100%$94.7M———
Missouri Education Pension Trust
N/A—124,141-124,141-100%$93.0M———
World Investment Advisors
N/A—122,271-122,271-100%$86.3M———
Victory Capital Management Inc
N/A—122,102-122,102-100%$91.4M———
McNamara Financial Services, Inc.
N/A—121,796-121,796-100%$91.2M———
Allworth Financial LP
N/A—121,498-121,498-100%$91.0M———
Clal Insurance Enterprises Holdings Ltd
N/A—120,000-120,000-100%$89.9M———
Ameritas Advisory Services, LLC
N/A—119,791-119,791-100%$89.7M———
Guggenheim Capital LLC
N/A—119,723-119,723-100%$89.7M———
Cerity Partners Ocio LLC
N/A—118,343-118,343-100%$88.6M———
Titan Global Capital Management USA LLC
N/A—117,802-117,802-100%$88.2M———
SCS Capital Management LLC
N/A—116,381-116,381-100%$87.2M———
Passaic Partners LLC
N/A—115,530-115,530-100%$86.5M———
Savvy Advisors, Inc.
N/A—115,160-115,160-100%$86.2M———
CIM Investment Management Inc
N/A—113,454-113,454-100%$85.0M———
PJT Investments Corp.
N/A—113,296-113,296-100%$84.8M———
Smith, Moore & Co.
N/A—112,291-112,291-100%$84.1M———
Tower Research Capital LLC (TRC)
N/A—112,156-112,156-100%$84.0M———
PAX Financial Group, LLC
N/A—111,568-111,568-100%$83.6M———
Gladstone Institutional Advisory LLC
N/A—111,015-111,015-100%$83.1M———
Deutsche Bank Ag\
N/A—110,722-110,722-100%$82.9M———
Baltimore-Washington Financial Advisors, Inc.
N/A—110,359-110,359-100%$82.6M———
HighMark Wealth Management LLC
N/A—109,892-109,892-100%$82.3M———
MidFirst Bank
N/A—108,944-108,944-100%$81.6M———
EWA, LLC
N/A—108,794-108,794-100%$81.5M———
Destination Wealth Management
N/A—108,582-108,582-100%$81.3M———
National Bank of Canada
N/A—106,161-106,161-100%$79.5M———
Earned Wealth Advisors, LLC
N/A—105,677-105,677-100%$79.1M———
BOK Financial Private Wealth, Inc.
N/A—105,489-105,489-100%$79.0M———
Pinnacle Financial Partners, Inc.
N/A—104,089-104,089-100%$78.0M———
Argent Trust Co
N/A—103,867-103,867-100%$77.8M———
Snowden Capital Advisors LLC
N/A—102,340-102,340-100%$76.6M———
Consilio Wealth Advisors, LLC
N/A—100,647-100,647-100%$75.4M———
CM Wealth Advisors LLC
N/A—98,618-98,618-100%$73.9M———
Fiducient Advisors LLC
N/A—96,974-96,974-100%$72.6M———
Sequoia Financial Advisors, LLC
N/A—96,552-96,552-100%$72.3M———
WCG Wealth Advisors LLC
N/A—95,110-95,110-100%$71.2M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—94,016-94,016-100%$70.4M———
SageView Advisory Group, LLC
N/A—93,564-93,564-100%$70.1M———
Waterford Advisors, LLC
N/A—93,087-93,087-100%$69.7M———
UBS Asset Management Americas LLC
N/A—92,602-92,602-100%$69.3M———
Keystone Financial Services
N/A—91,907-91,907-100%$68.8M———
Vestmark Advisory Solutions, Inc.
N/A—91,712-91,712-100%$68.7M———
Sovereign Investment Advisors, LLC
N/A—91,398-91,398-100%$68.4M———
Crestmont Private Wealth LLC
N/A—91,163-91,163-100%$68.3M———
Marble Wealth, LLC
N/A—91,033-91,033-100%$68.2M———
Axiom Financial Strategies, LLC
N/A—90,945-90,945-100%$68.1M———
First Manhattan Co. Llc.
N/A—90,479-90,479-100%$67.8M———
Rogco, LP
N/A—90,254-90,254-100%$67.6M———
Keebeck Wealth Management
N/A—89,755-89,755-100%$67.2M———
26North Partners LP
N/A—88,849-88,849-100%$66.5M———
SouthState Bank Corp
N/A—88,651-88,651-100%$66.4M———
Shufro Rose & Co LLC
N/A—87,982-87,982-100%$65.9M———
Fidelis Capital Partners, LLC
N/A—87,796-87,796-100%$65.7M———
Baron Silver Stevens Financial Advisors, LLC
N/A—87,712-87,712-100%$65.7M———
Rafferty Asset Management, LLC
N/A—87,516-87,516-100%$65.5M———
Ancora Advisors LLCA
N/A—86,485-86,485-100%$64.8M———
Colonial Trust Advisors
N/A—86,008-86,008-100%$64.4M———
Howe & Rusling Inc
N/A—85,966-85,966-100%$64.4M———
Atlanta Consulting Group Advisors, LLC
N/A—85,882-85,882-100%$64.3M———
IHT Wealth Management, LLC
N/A—84,992-84,992-100%$63.6M———
Oxford Financial Group, Ltd. LLC
N/A—84,605-84,605-100%$63.4M———
Smithfield Trust Co
N/A—83,796-83,796-100%$62.7M———
Wealth Alliance, LLC
N/A—83,512-83,512-100%$62.5M———
Wharton Business Group, LLC
N/A—83,433-83,433-100%$62.5M———
Kovack Advisors, Inc.
N/A—82,768-82,768-100%$62.0M———
Bontempo Ohly Capital Mgmt LLC
N/A—82,110-82,110-100%$61.5M———
Parker Investment Management, LLC
N/A—82,033-82,033-100%$61.4M———
Peapack Gladstone Financial Corp
N/A—81,997-81,997-100%$61.4M———
Ackerman Asset Management, LLC
N/A—81,527-81,527-100%$61.1M———
Daybright Advisory Services, Inc.
N/A—80,974-80,974-100%$60.8M———
Evercore Wealth Management, LLC
N/A—80,729-80,729-100%$60.5M———
Invst, LLC
N/A—80,709-80,709-100%$60.4M———
Karpus Management, Inc.
N/A—80,591-80,591-100%$60.4M———
TD Capital Management LLC
N/A—80,455-80,455-100%$60.3M———
Novare Capital Management LLC
N/A—80,323-80,323-100%$60.2M———
Shelter Ins Retirement Plan
N/A—80,061-80,061-100%$60.0M———
Riverstone Advisors, LLC
N/A—79,539-79,539-100%$59.6M———
Gateway Wealth Partners, LLC
N/A—79,120-79,120-100%$59.3M———
Rothschild Wealth LLC
N/A—79,106-79,106-100%$59.2M———
New World Advisors LLC
N/A—77,752-77,752-100%$58.2M———
Wescott Financial Advisory Group, LLC
N/A—76,939-76,939-100%$57.6M———
Valmark Advisers, Inc.
N/A—76,636-76,636-100%$57.4M———
Stonebridge Capital Advisors LLC
N/A—76,518-76,518-100%$57.3M———
USA Financial Formulas
N/A—75,606-75,606-100%$56.6M———
Legacy Financial Group LLC
N/A—74,646-74,646-100%$55.9M———
Sage Financial Management Group, Inc.
N/A—73,702-73,702-100%$55.2M———
Kintra Wealth, LLC
N/A—73,578-73,578-100%$57.5M———
Cornerstone Advisory, LLC
N/A—73,512-73,512-100%$55.1M———
Portland Global Advisors LLC
N/A—72,750-72,750-100%$54.5M———
Stratos Investment Management, LLC
N/A—72,611-72,611-100%$54.4M———
Next Capital Management LLC
N/A—72,466-72,466-100%$54.3M———
Per Stirling Capital Management, Llc.
N/A—72,314-72,314-100%$54.2M———
City National Bank of Florida
N/A—72,145-72,145-100%$54.0M———
Serenus Wealth Advisors, LLC
N/A—72,024-72,024-100%$53.9M———
WealthShield Partners, LLC
N/A—71,406-71,406-100%$53.5M———
Chokshi & Queen Wealth Advisors, Inc
N/A—71,121-71,121-100%$53.3M———
BlueStem Wealth Partners, LLC
N/A—70,511-70,511-100%$52.8M———
Spreng Capital Management, Inc.
N/A—69,314-69,314-100%$51.9M———
Silvercrest Asset Management Group LLC
N/A—69,086-69,086-100%$51.7M———
Sand Hill Global Advisors, LLC
N/A—69,045-69,045-100%$51.7M———
Latko Wealth Management, Ltd.
N/A—67,508-67,508-100%$50.6M———
Peak Planning Group, LLC
N/A—67,160-67,160-100%$50.3M———
Alpha Financial Partners LLC
N/A—66,984-66,984-100%$50.2M———
Ameritas Investment Partners, Inc.
N/A—66,099-66,099-100%$49.5M———
AMS Capital Ltda
N/A—65,702-65,702-100%$49.2M———
CreativeOne Wealth, LLC
N/A—64,627-64,627-100%$48.4M———
Vermillion & White Wealth Management Group, LLC
N/A—64,086-64,086-100%$48.2M———
One Capital Management, LLC
N/A—62,839-62,839-100%$41.0M———
Ames National Corp
N/A—62,673-62,673-100%$46.9M———
Dorsey & Whitney Trust Co LLC
N/A—61,693-61,693-100%$46.2M———
Kapstone Financial Advisors LLC
N/A—61,329-61,329-100%$45.9M———
Napier Financial, LLC
N/A—61,286-61,286-100%$45.9M———
Valley Financial Group, Inc.
N/A—60,816-60,816-100%$45.5M———
Empowered Funds, LLC
N/A—60,679-60,679-100%$45.4M———
Morris Financial Concepts, Inc.
N/A—59,995-59,995-100%$44.9M———
Bellwether Advisors, LLC
N/A—58,738-58,738-100%$44.0M———
American Century Companies Inc
N/A—58,707-58,707-100%$44.0M———
Cbiz Investment Advisory Services, LLC
N/A—58,356-58,356-100%$38.2M———
Aurdan Capital Management, LLC
N/A—57,573-57,573-100%$43.1M———
Pack Private Wealth, LLC
N/A—57,560-57,560-100%$43.1M———
Cambient Family Office, LLC
N/A—57,462-57,462-100%$43.0M———
NewEdge Wealth, LLC
N/A—56,970-56,970-100%$42.7M———
Mayflower Financial Advisors, LLC
N/A—56,689-56,689-100%$42.5M———
Monograph Wealth Advisors, LLC
N/A—56,037-56,037-100%$42.0M———
Advyzon Investment Management, LLC
N/A—55,963-55,963-100%$41.9M———
Syon Capital LLC
N/A—55,958-55,958-100%$41.9M———
New Insight Wealth Advisors
N/A—55,827-55,827-100%$41.8M———
Two Sigma Investments, LP
N/A—55,800-55,800-100%$41.8M———
Rehmann Capital Advisory Group
N/A—55,728-55,728-100%$41.7M———
German American Bancorp, Inc.
N/A—55,199-55,199-100%$41.3M———
Retirement Income Solutions, Inc
N/A—54,870-54,870-100%$35.8M———
49 Wealth Management, LLC
N/A—54,793-54,793-100%$41.0M———
Alongside, LLC
N/A—54,793-54,793-100%$41.0M———
SEI Investments Co
N/A—54,251-54,251-100%$40.6M———
Aptus Capital Advisors, LLC
N/A—54,068-54,068-100%$40.5M———
Synergy Investment Management, LLC
N/A—53,988-53,988-100%$40.4M———
Landing Point Financial Group, LLC
N/A—53,356-53,356-100%$40.0M———
Atlas Legacy Advisors, LLC
N/A—53,317-53,317-100%$39.9M———
VeraBank, N.A.
N/A—53,310-53,310-100%$39.9M———
Boulder Wealth Advisors, LLC
N/A—53,251-53,251-100%$39.9M———
Kilter Group LLC
N/A—52,932-52,932-100%$39.6M———
Atlantic Family Wealth, LLC
N/A—52,589-52,589-100%$39.4M———
O'shaughnessy Asset Management, LLC
N/A—52,451-52,451-100%$39.3M———
Voya Financial Advisors, Inc.
N/A—52,167-52,167-100%$38.8M———
a16z Perennial Management, L.P.
N/A—51,895-51,895-100%$38.9M———
State of Wisconsin Investment Board
N/A—51,660-51,660-100%$38.7M———
Sfmg, LLC
N/A—50,917-50,917-100%$38.1M———
Tandem Financial, LLC
N/A—50,823-50,823-100%$38.1M———
RiverGlades Family Offices LLC
N/A—50,248-50,248-100%$37.6M———
Benjamin Edwards Inc
N/A—50,090-50,090-100%$37.6M———
Tiaa Trust, National Association
N/A—49,781-49,781-100%$37.3M———
Okabena Investment Services Inc
N/A—49,762-49,762-100%$37.3M———
Cascade Financial Partners, LLC
N/A—49,031-49,031-100%$36.7M———
E Fund Management Co., Ltd.
N/A—48,512-48,512-100%$36.3M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—48,512-48,512-100%$36.3M———
J.E. Simmons & Co., P.C.
N/A—48,342-48,342-100%$36.2M———
Sonoma Allocations LLC
N/A—48,165-48,165-100%$36.2M———
SVB Wealth LLC
N/A—48,109-48,109-100%$36.0M———
Belpointe Asset Management LLC
N/A—47,706-47,706-100%$35.7M———
Wick Capital Partners, LLC
N/A—47,606-47,606-100%$35.7M———
Community Bank, N.A.
N/A—47,247-47,247-100%$35.4M———
River Wealth Advisors LLC
N/A—47,211-47,211-100%$35.4M———
Zurich Insurance Group Ltd
N/A—47,060-47,060-100%$35.2M———
Meridian Management Co
N/A—46,777-46,777-100%$35.0M———
Scotia Capital Inc.
N/A—46,264-46,264-100%$34.7M———
Twin Peaks Wealth Advisors, LLC
N/A—45,752-45,752-100%$34.3M———
Adaptive Financial Consulting, LLC
N/A—45,690-45,690-100%$34.2M———
Ground Swell Capital, LLC
N/A—45,595-45,595-100%$34.1M———
Westwood Holdings Group Inc
N/A—45,543-45,543-100%$34.1M———
Summit Wealth Partners, LLC
N/A—45,451-45,451-100%$34.0M———
Adapt Wealth Advisors, LLC
N/A—45,363-45,363-100%$34.0M———
JHP Wealth Management, LLC
N/A—45,091-45,091-100%$33.8M———
Sandy Cove Advisors, LLC
N/A—44,954-44,954-100%$33.7M———
Capital Group Private Client Services, Inc.
N/A—44,785-44,785-100%$33.5M———
Yukon Wealth Management, Inc.
N/A—44,495-44,495-100%$33.3M———
Diversified Trust Co
N/A—44,459-44,459-100%$33.3M———
Custos Family Office, LLC
N/A—44,434-44,434-100%$33.3M———
Cornerstone Advisors Asset Management, LLC
N/A—44,286-44,286-100%$33.2M———
Liberty Wealth Management LLC
N/A—44,109-44,109-100%$28.8M———
Financial Life Planners
N/A—43,893-43,893-100%$32.9M———
Elk River Wealth Management LLC
N/A—43,782-43,782-100%$32.8M———
Compass Financial Group, Inc.
N/A—43,571-43,571-100%$32.6M———
Shared Vision Wealth Group LLC
N/A—43,407-43,407-100%$32.5M———
QRG Capital Management, Inc.
N/A—42,877-42,877-100%$32.1M———
Nuveen, LLC
N/A—42,611-42,611-100%$31.9M———
EQ LLC
N/A—42,556-42,556-100%$31.9M———
First National Bank of Hutchinson
N/A—42,374-42,374-100%$31.7M———
CacheTech Inc.
N/A—42,265-42,265-100%$31.7M———
Shelter Mutual Insurance Co
N/A—42,264-42,264-100%$31.7M———
Western Wealth Management, LLC
N/A—42,201-42,201-100%$31.6M———
Intrepid Financial Planning Group LLC
N/A—41,826-41,826-100%$31.3M———
Legacy Trust
N/A—41,688-41,688-100%$31.2M———
Keyvantage Wealth, LLC
N/A—41,661-41,661-100%$31.2M———
Essex Financial Services, Inc.
N/A—41,363-41,363-100%$31.0M———
New England Asset Management Inc
N/A—41,085-41,085-100%$30.8M———
Adams Wealth Management
N/A—41,055-41,055-100%$30.7M———
Aspen Grove Capital, LLC
N/A—40,563-40,563-100%$30.4M———
JMG Financial Group, Ltd.
N/A—39,892-39,892-100%$29.9M———
WHI Trust Co LLC
N/A—39,791-39,791-100%$29.8M———
Founders Financial Alliance, LLC
N/A—39,635-39,635-100%$29.7M———
Riverpoint Wealth Management Holdings, LLC
N/A—39,545-39,545-100%$29.6M———
LGL Partners, LLC
N/A—39,462-39,462-100%$29.6M———
Eldridge Investment Advisors, Inc.
N/A—39,389-39,389-100%$29.5M———
Rhumbline Advisers
N/A—39,385-39,385-100%$29.5M———
Nicolet Bankshares Inc
N/A—39,364-39,364-100%$29.6M———
Teachers Insurance & Annuity Association of America
N/A—39,256-39,256-100%$29.4M———
Cary Street Partners Financial LLC
N/A—39,082-39,082-100%$29.3M———
Summit Trail Advisors, LLC
N/A—38,885-38,885-100%$29.1M———
Prairieview Wealth Partners, LLC
N/A—38,830-38,830-100%$29.1M———
Park Place Capital Corp
N/A—38,598-38,598-100%$28.9M———
Verity Wealth Advisors
N/A—37,776-37,776-100%$28.3M———
Van Hulzen Asset Management, LLC
N/A—37,516-37,516-100%$28.1M———
American Wealth Advisors, LLC
N/A—37,435-37,435-100%$28.0M———
IAG Wealth Partners, LLC
N/A—37,139-37,139-100%$27.8M———
One Wealth Advisors, LLC
N/A—36,862-36,862-100%$27.6M———
Madison Wealth Partners, Inc
N/A—36,658-36,658-100%$27.5M———
Investment Advisory Services Group LLC
N/A—36,617-36,617-100%$27.4M———
Ducere Wealth Management LLC
N/A—36,527-36,527-100%$27.4M———
CVA Family Office, LLC
N/A—36,481-36,481-100%$27.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—36,368-36,368-100%$27.2M———
Drive Wealth Management, LLC
N/A—36,359-36,359-100%$27.2M———
Colonial Trust Co / SC
N/A—35,960-35,960-100%$26.9M———
Capital Fund Management S.A.
N/A—35,874-35,874-100%$26.9M———
Saiph Capital, LLC
N/A—35,828-35,828-100%$26.8M———
IMA Advisory Services, Inc.
N/A—35,809-35,809-100%$26.8M———
Price T Rowe Associates Inc
N/A—35,740-35,740-100%$26.8M———
TAGStone Capital, Inc.
N/A—35,624-35,624-100%$26.7M———
Orion Capital Management LLC
N/A—35,555-35,555-100%$26.6M———
Kastel Capital Advisors, LLC
N/A—35,362-35,362-100%$23.1M———
Hilltop Wealth Advisors, LLC
N/A—35,233-35,233-100%$26.4M———
Providence Financial Advisors, LLC
N/A—34,810-34,810-100%$26.1M———
Bradley Foster & Sargent Inc
N/A—34,306-34,306-100%$25.7M———
Everpar Advisors LLC
N/A—34,120-34,120-100%$25.6M———
Fort Point Capital Partners LLC
N/A—33,654-33,654-100%$25.2M———
Headland Capital, LLC
N/A—33,358-33,358-100%$25.0M———
Insight 2811, Inc.
N/A—33,016-33,016-100%$24.7M———
Pacific Financial Group Inc
N/A—32,680-32,680-100%$24.5M———
Northwest Bancshares, Inc.
N/A—32,477-32,477-100%$24.3M———
Aspen Wealth Strategies, LLC
N/A—32,300-32,300-100%$24.2M———
Fidelis Wealth Advisors LLC
N/A—32,248-32,248-100%$24.1M———
Astra Wealth Partners LLC
N/A—32,086-32,086-100%$24.0M———
Great Valley Advisor Group, Inc.
N/A—32,068-32,068-100%$24.0M———
Treasurer of the State of North Carolina
N/A—31,719-31,719-100%$23.8M———
Klingenstein Fields & Co LP
N/A—31,623-31,623-100%$23.7M———
ArborFi Advisors, LLC
N/A—31,135-31,135-100%$23.3M———
Element Wealth, LLC
N/A—30,967-30,967-100%$23.2M———
Kingsview Wealth Management, LLC
N/A—30,945-30,945-100%$23.2M———
Optiver Holding B.V.
N/A—30,944-30,944-100%$23.2M———
Signet Private Wealth LLC
N/A—30,735-30,735-100%$23.0M———
Nwam LLC
N/A—30,634-30,634-100%$22.9M———
Independent Advisor Alliance
N/A—30,024-30,024-100%$22.5M———
Asset Management Group, Inc.
N/A—29,882-29,882-100%$22.4M———
Interactive Financial Advisors, Inc.
N/A—29,754-29,754-100%$21.8M———
Sovereign Financial Group, Inc.
N/A—29,712-29,712-100%$22.3M———
Pallas Capital Advisors LLC
N/A—29,517-29,517-100%$22.1M———
Providence Capital Advisors, LLC
N/A—29,342-29,342-100%$22.0M———
Thomasville National Bank
N/A—29,252-29,252-100%$21.9M———
Oak Wealth Advisors LLC
N/A—28,956-28,956-100%$21.7M———
Boston Research & Management Inc
N/A—28,863-28,863-100%$21.6M———
Oversea-Chinese Banking Corp Ltd
N/A—28,840-28,840-100%$21.6M———
Nomura Asset Management Co LTD
N/A—28,680-28,680-100%$21.5M———
Trustmark Bank Trust Department
N/A—28,418-28,418-100%$21.3M———
NorthRock Partners, LLC
N/A—28,201-28,201-100%$21.1M———
Proficio Capital Partners LLC
N/A—28,056-28,056-100%$21.0M———
Delta Investment Management, LLC
N/A—27,784-27,784-100%$20.8M———
Common Fund for Nonprofit Organizations
N/A—27,668-27,668-100%$20.7M———
United Services Automobile Association
N/A—27,334-27,334-100%$20.5M———
Goepper Burkhardt LLC
N/A—26,800-26,800-100%$20.1M———
Mustico Financial Group, Inc.
N/A—26,684-26,684-100%$19.8M———
BTC Capital Management, Inc.
N/A—26,614-26,614-100%$19.9M———
Investment Advisory Group, LLC
N/A—26,592-26,592-100%$19.9M———
Collaborative Capital Advisors LLC
N/A—26,540-26,540-100%$19.9M———
Phoenix Financial Ltd.
N/A—26,524-26,524-100%$19.9M———
Russell Investments Group, Ltd.
N/A—26,475-26,475-100%$19.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—26,472-26,472-100%$19.8M———
Bcgm Wealth Management, LLC
N/A—26,331-26,331-100%$19.7M———
Iconiq Capital, LLC
N/A—26,299-26,299-100%$19.7M———
AlTi Global, Inc.
N/A—26,239-26,239-100%$19.6M———
Waterloo Capital, L.P.
N/A—26,103-26,103-100%$19.5M———
Ausdal Financial Partners, Inc.
N/A—26,004-26,004-100%$19.5M———
Stephens Inc
N/A—25,931-25,931-100%$19.4M———
Highview Capital Management LLC
N/A—25,895-25,895-100%$19.4M———
Zhang Financial LLC
N/A—25,602-25,602-100%$19.2M———
Man Group plc
N/A—25,412-25,412-100%$19.0M———
Caprock Group, LLC
N/A—25,287-25,287-100%$18.9M———
Fortis Capital Advisors, LLC
N/A—25,163-25,163-100%$18.8M———
Guardian Wealth Advisors, LLC / NC
N/A—25,045-25,045-100%$18.8M———
Webster Bank, N. A.
N/A—24,970-24,970-100%$18.7M———
Pine Valley Investments Ltd Liability Co
N/A—24,935-24,935-100%$18.7M———
Becker Capital Management Inc
N/A—24,719-24,719-100%$18.5M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—24,607-24,607-100%$18.4M———
Hardy Reed LLC
N/A—24,265-24,265-100%$18.2M———
Ingalls & Snyder LLC
N/A—24,055-24,055-100%$18.0M———
Aureus Asset Management, LLC
N/A—24,015-24,015-100%$18.0M———
Barclays PLC
N/A—24,006-24,006-100%$18.0M———
Dimension Capital Management LLC
N/A—23,824-23,824-100%$17.8M———
Mosaic Financial Group, LLC
N/A—23,769-23,769-100%$17.8M———
Campion Asset Management
N/A—23,525-23,525-100%$17.6M———
Lutz Financial Services LLC
N/A—23,501-23,501-100%$17.6M———
MainStreet Investment Advisors LLC
N/A—23,168-23,168-100%$17.4M———
GWN Securities Inc.
N/A—23,100-23,100-100%$17.3M———
Resolute Wealth Advisor, Inc.
N/A—22,968-22,968-100%$15.0M———
Broadview Financial Management, LLC
N/A—22,921-22,921-100%$17.2M———
Red Door Wealth Management, LLC
N/A—22,870-22,870-100%$17.1M———
Rock Creek Group LLC
N/A—22,717-22,717-100%$17.0M———
HighPoint Advisor Group LLC
N/A—22,700-22,700-100%$17.0M———
Concorde Asset Management, LLC
N/A—22,630-22,630-100%$16.9M———
Pinnacle Family Advisors, LLC
N/A—22,404-22,404-100%$16.8M———
Strategic Wealth Partners, Ltd.
N/A—22,254-22,254-100%$16.7M———
Empower Advisory Group, LLC
N/A—22,022-22,022-100%$16.5M———
IFG Advisory, LLC
N/A—22,010-22,010-100%$16.5M———
EFG International AG
N/A—22,006-22,006-100%$16.5M———
Vanguard National Trust Co
N/A—21,803-21,803-100%$16.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—21,572-21,572-100%$16.2M———
Larch Capital Partners LLC
N/A—21,441-21,441-100%$16.1M———
GenTrust, LLC
N/A—21,423-21,423-100%$16.0M———
Transamerica Financial Advisors, LLC
N/A—21,398-21,398-100%$16.0M———
Fiera Capital Corp
N/A—21,288-21,288-100%$15.9M———
Money Concepts Capital Corp
N/A—21,282-21,282-100%$15.9M———
Palisades Hudson Asset Management, L.P.
N/A—21,253-21,253-100%$15.9M———
Disciplina Capital Management LLC
N/A—21,050-21,050-100%$15.8M———
Sierra Capital LLC
N/A—21,012-21,012-100%$15.7M———
Tyche Wealth Partners LLC
N/A—20,963-20,963-100%$15.7M———
Davis Wealth Advisors, LLC
N/A—20,944-20,944-100%$15.7M———
Goldstone Financial Group, LLC
N/A—20,909-20,909-100%$15.7M———
Bulltick Wealth Management, LLC
N/A—20,905-20,905-100%$15.7M———
Mrwm Advisors, LLC
N/A—20,771-20,771-100%$15.6M———
HBK Sorce Advisory LLC
N/A—20,759-20,759-100%$16.1M———
JDM Financial Group LLC
N/A—20,687-20,687-100%$15.5M———
Gould Asset Management LLC
N/A—20,523-20,523-100%$15.4M———
Barnes Wealth Management Group, Inc
N/A—20,486-20,486-100%$15.3M———
Moors & Cabot, Inc.
N/A—20,474-20,474-100%$15.3M———
Insigneo Advisory Services, LLC
N/A—20,466-20,466-100%$15.3M———
Thoroughbred Financial Services, LLC
N/A—20,079-20,079-100%$15.0M———
Cedarwood Wealth LLC
N/A—20,037-20,037-100%$15.0M———
Perennial Investment Advisors, LLC
N/A—20,032-20,032-100%$15.0M———
Godfrey Financial Associates, Inc.
N/A—19,927-19,927-100%$14.9M———
Beaird Harris Wealth Management, LLC
N/A—19,799-19,799-100%$14.8M———
Evernest Financial Advisors, LLC
N/A—19,663-19,663-100%$14.7M———
Glen Eagle Advisors, LLC
N/A—19,492-19,492-100%$14.6M———
Planwiser Financial, LLC
N/A—19,023-19,023-100%$14.2M———
Fisher Asset Management, LLC
N/A—19,000-19,000-100%$14.2M———
Renaissance Technologies LLC
N/A—18,980-18,980-100%$14.2M———
Wealth Management Associates, Inc.
N/A—18,849-18,849-100%$14.1M———
BFC Planning, Inc.
N/A—18,794-18,794-100%$14.1M———
Wayfinding Financial, LLC
N/A—18,668-18,668-100%$14.0M———
GW&K Investment Management, LLC
N/A—18,645-18,645-100%$14.0M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—18,383-18,383-100%$13.8M———
Simmons Bank
N/A—18,311-18,311-100%$13.7M———
Argent Advisors, Inc.
N/A—18,149-18,149-100%$13.6M———
Garrison Point Advisors, LLC
N/A—17,985-17,985-100%$13.5M———
Pitcairn Wealth Advisors LLC
N/A—17,801-17,801-100%$13.3M———
Rialto Wealth Management, LLC
N/A—17,631-17,631-100%$13.2M———
Forum Private Client Group LLC
N/A—17,546-17,546-100%$13.1M———
Roundview Capital LLC
N/A—17,438-17,438-100%$13.1M———
LifePlan Investment Advisors, Inc.
N/A—17,403-17,403-100%$13.0M———
Leavell Investment Management, Inc.
N/A—17,227-17,227-100%$12.9M———
London Co of Virginia
N/A—17,020-17,020-100%$12.8M———
Fiduciary Financial Advisors
N/A—16,956-16,956-100%$12.7M———
Main Street Financial Solutions, LLC
N/A—16,927-16,927-100%$12.7M———
Tiaa Wealth Investment Management LLC
N/A—16,922-16,922-100%$12.6M———
CBM Financial, LLC
N/A—16,855-16,855-100%$12.6M———
Allium Financial Advisors, LLC
N/A—16,775-16,775-100%$12.6M———
Whalerock Point Partners, LLC
N/A—16,678-16,678-100%$12.5M———
Blalock Williams, LLC
N/A—16,650-16,650-100%$12.5M———
MA Private Wealth
N/A—16,610-16,610-100%$12.4M———
Sykon Capital LLC
N/A—16,475-16,475-100%$12.3M———
Beacon Bridge Wealth Partners, LLC
N/A—16,429-16,429-100%$12.3M———
Twin Focus Capital Partners, LLC
N/A—16,116-16,116-100%$12.1M———
White Pine Capital LLC
N/A—15,977-15,977-100%$12.0M———
Chesapeake Wealth Management
N/A—15,939-15,939-100%$11.9M———
Aegis Wealth Management LLC
N/A—15,894-15,894-100%$11.9M———
GeoWealth Management, LLC
N/A—15,805-15,805-100%$11.8M———
Steigerwald, Gordon & Koch Inc.
N/A—15,755-15,755-100%$11.8M———
Two Sigma Securities, LLC
N/A—15,697-15,697-100%$11.8M———
JT Stratford LLC
N/A—15,636-15,636-100%$11.7M———
Bartlett & Co. Wealth Management LLC
N/A—15,601-15,601-100%$11.7M———
Sandhill Capital Partners LLC
N/A—15,417-15,417-100%$11.5M———
Manhattan West Asset Management, LLC
N/A—15,340-15,340-100%$11.5M———
Red Wave Investments LLC
N/A—15,315-15,315-100%$11.5M———
Vantus Wealth LLC
N/A—15,279-15,279-100%$11.4M———
Cape ANN Savings Bank
N/A—15,192-15,192-100%$11.4M———
Elm Partners Management LLC
N/A—15,186-15,186-100%$11.4M———
Harbor Advisory Corp
N/A—14,901-14,901-100%$11.2M———
Legacy Edge Advisors, LLC
N/A—14,840-14,840-100%$11.1M———
TriCert Investment Counsel Inc.
N/A—14,775-14,775-100%$11.1M———
IFC Advisors LLC
N/A—14,771-14,771-100%$11.1M———
Chilton Investment Co Inc.
N/A—14,750-14,750-100%$11.0M———
Curtis Wealth Management LLC
N/A—14,742-14,742-100%$11.0M———
5T Wealth, LLC
N/A—14,723-14,723-100%$11.0M———
Marquette Associates, Inc.
N/A—14,614-14,614-100%$10.9M———
Storen Legacy Partners, LLC
N/A—14,572-14,572-100%$10.9M———
Bawa N Mallick Trust
N/A—14,560-14,560-100%$10.9M———
Jaffetilchin Investment Partners, LLC
N/A—14,466-14,466-100%$10.8M———
1015 Capital Partners, LLC
N/A—14,341-14,341-100%$10.7M———
Keel Point, LLC
N/A—14,325-14,325-100%$10.7M———
Continuum Advisory, LLC
N/A—14,199-14,199-100%$10.6M———
Strathmore Capital Advisors, Inc.
N/A—14,153-14,153-100%$10.6M———
LaSalle St. Investment Advisors, LLC
N/A—14,117-14,117-100%$10.6M———
Presidio Capital Management, LLC
N/A—14,114-14,114-100%$10.6M———
Coign Capital Advisors LLC
N/A—14,094-14,094-100%$10.6M———
Wealthgarden F.S. LLC
N/A—14,017-14,017-100%$10.5M———
Nepc LLC
N/A—13,913-13,913-100%$10.4M———
Nelson Capital Management, LLC
N/A—13,877-13,877-100%$10.4M———
Arete Wealth Advisors, LLC
N/A—13,835-13,835-100%$10.4M———
Granite Harbor Advisors, Inc.
N/A—13,778-13,778-100%$10.3M———
Cofg Advisors, LLC
N/A—13,732-13,732-100%$10.3M———
BWM Planning, LLC
N/A—13,720-13,720-100%$10.3M———
NatWest Group plc
N/A—13,700-13,700-100%$10.3M———
Ethos Financial Group, LLC
N/A—13,672-13,672-100%$10.1M———
Transcend Capital Advisors, LLC
N/A—13,557-13,557-100%$10.2M———
Genesis Wealth Advisors, LLC
N/A—13,355-13,355-100%$10.0M———
TFR Capital, Llc.
N/A—13,214-13,214-100%$9.9M———
Ironwood Investment Counsel, LLC
N/A—13,185-13,185-100%$9.9M———
J Hagan Capital, Inc.
N/A—13,157-13,157-100%$9.9M———
Strategic Wealth Advisors LLC
N/A—13,076-13,076-100%$9.0K———
Granby Capital Management, LLC
N/A—13,000-13,000-100%$9.7M———
Forefront Wealth Partners, LLC
N/A—12,935-12,935-100%$9.7M———
Clearstead Trust, LLC
N/A—12,903-12,903-100%$9.7M———
Cambria Investment Management, L.P.
N/A—12,735-12,735-100%$9.5M———
Private Advisory Group LLC
N/A—12,717-12,717-100%$9.5M———
Fortis Capital Management LLC
N/A—12,717-12,717-100%$9.5M———
Brand Asset Management Group, Inc.
N/A—12,704-12,704-100%$9.5M———
Bull Harbor Capital LLC
N/A—12,524-12,524-100%$9.4M———
Qube Research & Technologies Ltd
N/A—12,477-12,477-100%$9.3M———
SK Wealth Management, LLC
N/A—12,443-12,443-100%$9.7M———
Canal Capital Management, LLC
N/A—12,425-12,425-100%$9.3M———
Integrated Investment Consultants, LLC
N/A—12,392-12,392-100%$9.3M———
Keystone Financial Group
N/A—12,359-12,359-100%$9.3M———
PCM Encore, LLC
N/A—12,340-12,340-100%$9.2M———
Horizon Investments, LLC
N/A—12,336-12,336-100%$9.2M———
Heritage Trust Co
N/A—12,199-12,199-100%$9.1M———
Westmount Partners, LLC
N/A—12,109-12,109-100%$9.1M———
Greykasell Wealth Strategies, Inc.
N/A—12,002-12,002-100%$9.0M———
Prasad Wealth Partners, LLC
N/A—11,927-11,927-100%$8.9M———
Omers Administration Corp
N/A—11,900-11,900-100%$8.9M———
Inspire Advisors, LLC
N/A—11,819-11,819-100%$8.9M———
Astoria Strategic Wealth, Inc.
N/A—11,718-11,718-100%$8.8M———
Avise Financial Cooperative, Inc.
N/A—11,714-11,714-100%$8.8M———
Alta Wealth Advisors LLC
N/A—11,673-11,673-100%$8.7M———
Lakeridge Wealth Management LLC
N/A—11,656-11,656-100%$8.7M———
Clear Investment Research, LLC
N/A—11,445-11,445-100%$8.6M———
Cvfg LLC
N/A—11,439-11,439-100%$8.6M———
Wealthedge Investment Advisors, LLC
N/A—11,396-11,396-100%$8.5M———
Capital Advisor Network LLC
N/A—11,365-11,365-100%$8.5M———
Lifeworks Advisors, LLC
N/A—11,064-11,064-100%$8.3M———
PW Advisors, LLC \ FL
N/A—11,007-11,007-100%$8.2M———
Hi-Line Capital Management, LLC
N/A—10,992-10,992-100%$8.2M———
Meramec Financial Planners, LLC
N/A—10,952-10,952-100%$8.1M———
Chancellor Financial Group WB LP
N/A—10,881-10,881-100%$8.1M———
PMV Capital Advisers, LLC
N/A—10,735-10,735-100%$8.0M———
Bedel Financial Consulting, Inc.
N/A—10,722-10,722-100%$8.0M———
Luken Investment Analytics, LLC
N/A—10,706-10,706-100%$8.0M———
Cardiff Park Advisors, LLC
N/A—10,689-10,689-100%$8.0M———
Mairs & Power Inc
N/A—10,654-10,654-100%$8.0M———
Venturi Wealth Management, LLC
N/A—10,566-10,566-100%$7.9M———
Capital Investment Management, Inc.
N/A—10,494-10,494-100%$7.9M———
C M Bidwell & Associates LTD
N/A—10,383-10,383-100%$7.8M———
TRU Independence Asset Management 2, LLC
N/A—10,374-10,374-100%$7.8M———
Vanguard Advisers Inc
N/A—10,333-10,333-100%$7.7M———
Houlihan Financial Resource Group, Ltd.
N/A—10,326-10,326-100%$7.7M———
First National Bank & Trust Co of Newtown
N/A—10,252-10,252-100%$7.7M———
Vawter Financial, Ltd.
N/A—10,241-10,241-100%$7.7M———
Level Four Advisory Services, LLC
N/A—10,216-10,216-100%$7.7M———
Mayport, LLC
N/A—10,195-10,195-100%$7.6M———
Mission Creek Capital Partners, Inc.
N/A—10,170-10,170-100%$7.6M———
SBI Okasan Asset Management Co.Ltd.
N/A—10,104-10,104-100%$7.5M———
1 North Wealth Services LLC
N/A—10,022-10,022-100%$7.5M———
FAS Wealth Partners, Inc.
N/A—9,967-9,967-100%$7.5M———
Parkwoods Wealth Partners, LLC
N/A—9,956-9,956-100%$7.5M———
Permanens Capital L.P.
N/A—9,880-9,880-100%$7.4M———
Stratos Wealth Advisors, LLC
N/A—9,838-9,838-100%$7.4M———
Windsor Advisory Group, LLC
N/A—9,751-9,751-100%$7.3M———
Davis R M Inc
N/A—9,695-9,695-100%$7.3M———
Pacific Point Advisors, LLC
N/A—9,673-9,673-100%$7.2M———
MRP Capital Investments, LLC
N/A—9,628-9,628-100%$7.2M———
PlanVest Financial, Inc
N/A—9,624-9,624-100%$7.2M———
Glassman Wealth Services
N/A—9,575-9,575-100%$7.2M———
Koss-Olinger Consulting, LLC
N/A—9,525-9,525-100%$7.1M———
Moneda S.A. Administradora General de Fondos
N/A—9,508-9,508-100%$7.1M———
Cary Street Partners Investment Advisory LLC
N/A—9,431-9,431-100%$7.1M———
Vident Advisory, LLC
N/A—9,378-9,378-100%$7.0M———
Perspective Wealth Advisors LLC
N/A—9,378-9,378-100%$7.0M———
Fiduciary Group, LLC
N/A—9,328-9,328-100%$7.0M———
PFG Investments, LLC
N/A—9,314-9,314-100%$7.0M———
OFC Financial Planning, LLC
N/A—9,233-9,233-100%$6.9M———
Dunhill Financial, LLC
N/A—9,229-9,229-100%$6.9M———
Power Alpha Investment Ltd
N/A—9,200-9,200-100%$6.9M———
Brookwood Investment Group LLC
N/A—9,134-9,134-100%$6.8M———
First Financial Bankshares Inc
N/A—9,102-9,102-100%$6.8M———
Wall Street Financial Group, Inc.
N/A—8,930-8,930-100%$6.7M———
Olde Wealth Management, LLC
N/A—8,914-8,914-100%$6.7M———
FLC Capital Advisors
N/A—8,890-8,890-100%$6.7M———
American Trust
N/A—8,858-8,858-100%$6.6M———
Financial Concepts Unlimited, Inc.
N/A—8,849-8,849-100%$6.6M———
Atlas Capital Advisors Inc.
N/A—8,820-8,820-100%$6.6M———
Kera Capital Partners, Inc.
N/A—8,816-8,816-100%$6.6M———
Dogwood Wealth Management LLC
N/A—8,773-8,773-100%$6.6M———
Medallion Wealth Advisors, LLC
N/A—8,772-8,772-100%$6.6M———
Keystone Financial Services, LLC
N/A—8,761-8,761-100%$6.6M———
Sonoma Private Wealth LLC
N/A—8,710-8,710-100%$6.5M———
Burling Wealth Partners, LLC
N/A—8,589-8,589-100%$6.4M———
Gallagher Fiduciary Advisors, LLC
N/A—8,525-8,525-100%$6.4M———
HM Payson & Co
N/A—8,514-8,514-100%$6.4M———
Dana Investment Advisors, Inc.
N/A—8,490-8,490-100%$6.4M———
M3 Advisory Group, LLC
N/A—8,435-8,435-100%$6.3M———
Capstone Wealth Management, Inc.
N/A—8,345-8,345-100%$6.3M———
Stonebridge Financial Planning Group, LLC
N/A—8,275-8,275-100%$6.2M———
First Trust Advisors LP
N/A—8,271-8,271-100%$6.2M———
Daner Wealth Management, LLC
N/A—8,240-8,240-100%$6.4M———
Peak Asset Management, LLC
N/A—8,213-8,213-100%$6.2M———
Marex Group Ltd
N/A—8,173-8,173-100%$6.1M———
Madison Asset Management, LLC
N/A—8,152-8,152-100%$6.1M———
Seven Springs Wealth Group, LLC
N/A—8,078-8,078-100%$6.0M———
New Age Alpha Advisors, LLC
N/A—8,068-8,068-100%$6.0M———
Highland Investment Advisors LLC
N/A—7,898-7,898-100%$5.9M———
Vanguard Personalized Indexing Management, LLC
N/A—7,804-7,804-100%$5.8M———
Hilltop Holdings Inc.
N/A—7,777-7,777-100%$5.8M———
Access Financial Services, Inc.
N/A—7,766-7,766-100%$5.8M———
Perissos Private Wealth Management, LLC
N/A—7,698-7,698-100%$5.8M———
Arcadia Wealth Management, Inc.
N/A—7,646-7,646-100%$5.7M———
Auxano Advisors, LLC
N/A—7,636-7,636-100%$5.7M———
Wealth Advisors of Iowa, LLC
N/A—7,630-7,630-100%$5.7M———
Vision Retirement, LLC
N/A—7,564-7,564-100%$5.7M———
Lansing Street Advisors
N/A—7,531-7,531-100%$5.6M———
SHP Wealth Management
N/A—7,447-7,447-100%$5.6M———
Rathbones Group PLC
N/A—7,431-7,431-100%$5.6M———
Triglav Investments, D.O.O.
N/A—7,391-7,391-100%$5.5M———
Pettyjohn, Wood & White, Inc
N/A—7,326-7,326-100%$5.5M———
New Republic Capital, LLC
N/A—7,310-7,310-100%$5.5M———
Zacks Investment Management
N/A—7,284-7,284-100%$5.5M———
NorthStar Asset Management LLC
N/A—7,204-7,204-100%$5.4M———
Palisade Capital Management, LP
N/A—7,189-7,189-100%$5.4M———
Oxinas Partners, LLC
N/A—7,166-7,166-100%$5.4M———
Paladin Advisory Group, LLC
N/A—7,121-7,121-100%$5.3M———
Harvey Capital Management Inc
N/A—7,088-7,088-100%$5.3M———
South Plains Financial, Inc.
N/A—7,083-7,083-100%$5.3M———
Evergreen Wealth Partners LLC
N/A—7,019-7,019-100%$5.3M———
Winthrop Partners - WNY, LLC
N/A—6,981-6,981-100%$5.2M———
Torrey-Payne Wealth Management, LLC
N/A—6,953-6,953-100%$5.2M———
McMillan Office, Inc.
N/A—6,944-6,944-100%$5.2M———
First Western Trust Bank
N/A—6,919-6,919-100%$5.2M———
Bearing Point Capital, LLC
N/A—6,913-6,913-100%$5.2M———
First American Trust, FSB
N/A—6,907-6,907-100%$5.2M———
TFO Wealth Partners, LLC
N/A—6,811-6,811-100%$5.1M———
Meridian Wealth Partners, LLC
N/A—6,759-6,759-100%$5.1M———
WNY Asset Management, LLC
N/A—6,689-6,689-100%$5.0M———
Corsicana & Co.
N/A—6,669-6,669-100%$5.0M———
Oakwell Private Wealth Management, LLC
N/A—6,645-6,645-100%$5.0M———
Paces Ferry Wealth Advisors, LLC
N/A—6,630-6,630-100%$5.0M———
Prostatis Group LLC
N/A—6,556-6,556-100%$4.9M———
Edmond de Rothschild Holding S.A.
N/A—6,548-6,548-100%$4.9M———
Boston Family Office LLC
N/A—6,525-6,525-100%$4.9M———
Strategic Investment Advisors / MI
N/A—6,498-6,498-100%$4.9M———
Measured Wealth Private Client Group, LLC
N/A—6,498-6,498-100%$4.9M———
Jackson, Grant Investment Advisers, Inc.
N/A—6,473-6,473-100%$4.8M———
Seeds Investor LLC
N/A—6,470-6,470-100%$4.8M———
Bienville Capital Management, LLC
N/A—6,410-6,410-100%$4.8M———
Ruggaard & Associates LLC
N/A—6,406-6,406-100%$4.8M———
Stokes Family Office, LLC
N/A—6,405-6,405-100%$4.8M———
Maripau Wealth Management LLC
N/A—6,402-6,402-100%$4.8M———
Richard W. Paul & Associates, LLC
N/A—6,399-6,399-100%$4.8M———
Bridgewater Advisors Inc.
N/A—6,229-6,229-100%$4.7M———
CoreFirst Bank & Trust
N/A—6,178-6,178-100%$4.6M———
Regatta Research & Money Management
N/A—6,149-6,149-100%$4.6M———
BCS Private Wealth Management, Inc.
N/A—6,136-6,136-100%$4.6M———
Raffa Wealth Management, LLC
N/A—6,132-6,132-100%$4.6M———
Tudor Financial Inc.
N/A—6,130-6,130-100%$4.6M———
Retirement Management Systems Inc.
N/A—6,106-6,106-100%$4.6M———
Maxele Advisors, LLC
N/A—6,003-6,003-100%$4.5M———
CIM, LLC
N/A—6,003-6,003-100%$4.5M———
Pgim Custom Harvest LLC
N/A—5,994-5,994-100%$4.5M———
Cahill Financial Advisors Inc
N/A—5,949-5,949-100%$4.5M———
American Financial Advisors, LLC
N/A—5,938-5,938-100%$4.4M———
Alaethes Wealth, LLC
N/A—5,921-5,921-100%$4.4M———
Gamco Investors, Inc. ET AL
N/A—5,910-5,910-100%$4.4M———
Eaton Financial Holdings Company, LLC
N/A—5,861-5,861-100%$4.4M———
Strategies Wealth Advisors, LLC
N/A—5,810-5,810-100%$4.4M———
Range Advisory, LLC
N/A—5,732-5,732-100%$4.3M———
Mattson Financial Services, LLC
N/A—5,712-5,712-100%$4.3M———
W1m Asset Management Ltd
N/A—5,696-5,696-100%$4.3M———
Legacy Financial Advisors, Inc.
N/A—5,673-5,673-100%$4.2M———
Private Capital Management, LLC
N/A—5,660-5,660-100%$4.2M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—5,619-5,619-100%$4.2M———
Fullerton Fund Management Co Ltd.
N/A—5,569-5,569-100%$4.2M———
Motco
N/A—5,527-5,527-100%$4.1M———
Plum Street Advisors, LLC
N/A—5,480-5,480-100%$4.1M———
PCG Wealth Advisors, LLC
N/A—5,477-5,477-100%$4.1M———
Condor Capital Management
N/A—5,458-5,458-100%$4.1M———
Old North State Trust, LLC
N/A—5,425-5,425-100%$4.1M———
Wealth Care LLC
N/A—5,424-5,424-100%$4.1M———
One Charles Private Wealth Services, LLC
N/A—5,379-5,379-100%$4.0M———
Edgestream Partners, L.P.
N/A—5,344-5,344-100%$4.0M———
Schnieders Capital Management, Llc.
N/A—5,336-5,336-100%$4.0M———
Goodman Financial Corp
N/A—5,278-5,278-100%$4.0M———
Evolve Private Wealth, LLC
N/A—5,249-5,249-100%$3.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—5,245-5,245-100%$3.9M———
Tolleson Wealth Management, Inc.
N/A—5,240-5,240-100%$3.9M———
Fortis Group Advisors, LLC
N/A—5,192-5,192-100%$3.9M———
Vigil Wealth Management, LLC
N/A—5,187-5,187-100%$3.9M———
Westfuller Advisors, LLC
N/A—5,103-5,103-100%$3.8M———
Donaldson Capital Management, LLC
N/A—5,092-5,092-100%$3.8M———
Barnes Pettey Financial Advisors, LLC
N/A—5,040-5,040-100%$3.8M———
Trivium Point Advisory, LLC
N/A—4,985-4,985-100%$3.7M———
Centaurus Financial, Inc.
N/A—4,983-4,983-100%$3.7M———
One Wealth Management Investment & Advisory Services, LLC
N/A—4,969-4,969-100%$3.7M———
HHM Wealth Advisors, LLC
N/A—4,953-4,953-100%$3.7M———
RIK Saylor Financial, Inc.
N/A—4,923-4,923-100%$3.7M———
Allie Family Office LLC
N/A—4,920-4,920-100%$3.7M———
Magnolia Capital Advisors LLC
N/A—4,913-4,913-100%$3.7M———
Family Manage LLC
N/A—4,876-4,876-100%$3.7M———
Impact Partnership Wealth, LLC
N/A—4,821-4,821-100%$3.6M———
Jane Street Group, LLC
N/A—4,820-4,820-100%$3.6M———
Flatrock Wealth Partners LLC
N/A—4,815-4,815-100%$3.6M———
Alteri Wealth LLC
N/A—4,794-4,794-100%$3.6M———
Caldwell Sutter Capital, Inc.
N/A—4,770-4,770-100%$3.6M———
Birmingham Capital Management Co Inc
N/A—4,768-4,768-100%$3.6M———
Texas Yale Capital Corp.
N/A—4,758-4,758-100%$3.6M———
PMG Wealth Management, Inc.
N/A—4,756-4,756-100%$3.6M———
Alerus Financial NA
N/A—4,749-4,749-100%$3.6M———
Capital Asset Managemnet, LLC
N/A—4,722-4,722-100%$3.5M———
Knightsbridge Asset Management, LLC
N/A—4,709-4,709-100%$3.5M———
Kavar Capital Partners Group, LLC
N/A—4,697-4,697-100%$3.5M———
Clarendon Private LLC
N/A—4,686-4,686-100%$3.5M———
Melfa Wealth Management, Inc.
N/A—4,682-4,682-100%$3.5M———
Emerald Investment Advisers, LLC
N/A—4,677-4,677-100%$3.5M———
Truvestments Capital LLC
N/A—4,654-4,654-100%$3.3M———
OneAscent Financial Services LLC
N/A—4,653-4,653-100%$3.5M———
M1 Capital Management LLC
N/A—4,623-4,623-100%$3.5M———
Banque Cantonale Vaudoise
N/A—4,613-4,613-100%$3.5M———
Addison Capital Co
N/A—4,613-4,613-100%$3.5M———
Silver OAK Securities, Incorporated
N/A—4,598-4,598-100%$3.4M———
Panoramic Investment Advisors, LLC
N/A—4,583-4,583-100%$3.4M———
Resurgent Financial Advisors LLC
N/A—4,577-4,577-100%$3.4M———
Clearwater Capital Advisors, LLC
N/A—4,570-4,570-100%$3.4M———
Sterling Wealth Advisors Inc
N/A—4,557-4,557-100%$3.4M———
Operose Advisors LLC
N/A—4,547-4,547-100%$3.4M———
Generation Capital Management LLC
N/A—4,546-4,546-100%$3.4M———
JTC Employer Solutions Trustee Ltd
N/A—4,537-4,537-100%$3.4M———
Advisory Alpha, LLC
N/A—4,534-4,534-100%$3.4M———
AssuredPartners Investment Advisors, LLC
N/A—4,512-4,512-100%$3.4M———
ST Germain D J Co Inc
N/A—4,471-4,471-100%$3.3M———
Warner Financial, Inc
N/A—4,455-4,455-100%$3.3M———
Forefront Analytics, LLC
N/A—4,450-4,450-100%$3.3M———
Capital Advisors Inc
N/A—4,423-4,423-100%$3.3M———
Beck Mack & Oliver LLC
N/A—4,407-4,407-100%$3.3M———
Sound View Wealth Advisors Group, LLC
N/A—4,377-4,377-100%$3.3M———
HTG Investment Advisors, Inc.
N/A—4,373-4,373-100%$3.3M———
VestGen Investment Management
N/A—4,361-4,361-100%$3.3M———
Lavaca Capital LLC
N/A—4,356-4,356-100%$3.3M———
Orleans Capital Management Corp
N/A—4,355-4,355-100%$3.3M———
Round Rock Advisors LLC
N/A—4,343-4,343-100%$3.3M———
Financial Gravity Companies, Inc.
N/A—4,320-4,320-100%$3.2M———
Meadowbrook Advisors Group, LLC
N/A—4,268-4,268-100%$3.2M———
Centric Wealth Management
N/A—4,262-4,262-100%$3.1M———
Arbor Trust Wealth Advisors, LLC
N/A—4,256-4,256-100%$3.2M———
Falcon Wealth Planning
N/A—4,237-4,237-100%$3.2M———
Caerus Investment Advisors, LLC
N/A—4,231-4,231-100%$3.2M———
Potentia Wealth
N/A—4,231-4,231-100%$3.2M———
MB Generational Wealth, LLC
N/A—4,227-4,227-100%$3.2M———
Wealthfront Advisers LLC
N/A—4,155-4,155-100%$3.1M———
TRB Wealth Management, LLC
N/A—4,152-4,152-100%$3.1M———
Pennington Partners & Co., LLC
N/A—4,127-4,127-100%$3.1M———
Clarkston Capital Partners, LLC
N/A—4,120-4,120-100%$3.1M———
Thompson David Blair
N/A—4,099-4,099-100%$3.1M———
Arcus Capital Partners, LLC
N/A—4,022-4,022-100%$3.0M———
Itau Unibanco Holding S.A.
N/A—4,020-4,020-100%$3.0M———
Everest Financial Group LLC
N/A—3,993-3,993-100%$3.0M———
Talon Private Wealth, LLC
N/A—3,982-3,982-100%$3.0M———
Chatterton & Associates Inc.
N/A—3,975-3,975-100%$3.0M———
Castle Wealth Management LLC
N/A—3,919-3,919-100%$2.9M———
Panagora Asset Management Inc
N/A—3,878-3,878-100%$2.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,877-3,877-100%$2.9M———
Team Hewins, LLC
N/A—3,853-3,853-100%$2.9M———
Strategic Financial Concepts, LLC
N/A—3,844-3,844-100%$2.8M———
Empirical Asset Management, LLC
N/A—3,832-3,832-100%$2.9M———
Resources Management Corp
N/A—3,804-3,804-100%$2.8M———
Aspire Capital Advisors LLC
N/A—3,786-3,786-100%$2.8M———
Centennial Bank
N/A—3,755-3,755-100%$2.8M———
Schrum Private Wealth Management LLC
N/A—3,714-3,714-100%$2.6M———
Bragg Financial Advisors, Inc
N/A—3,693-3,693-100%$2.8M———
Osborne Partners Capital Management, LLC
N/A—3,683-3,683-100%$2.8M———
Roble, Belko & Company, Inc
N/A—3,682-3,682-100%$2.8M———
Sunflower Bank, N.A.
N/A—3,681-3,681-100%$2.8M———
Naviter Wealth, LLC
N/A—3,675-3,675-100%$2.8M———
SOA Wealth Advisors, Llc.
N/A—3,609-3,609-100%$2.7M———
Redwood Investment Management, LLC
N/A—3,598-3,598-100%$2.7M———
Texas Capital Bank Wealth Management Services Inc
N/A—3,577-3,577-100%$2.7M———
Mosaic Family Wealth Partners, LLC
N/A—3,574-3,574-100%$2.7M———
Bank OZK
N/A—3,570-3,570-100%$2.7M———
Regimen Wealth, LLC
N/A—3,518-3,518-100%$2.6M———
Nest Investments, LLC
N/A—3,515-3,515-100%$2.6M———
Aspen Capital Management, LLC
N/A—3,514-3,514-100%$2.6M———
Berger Financial Group, Inc
N/A—3,498-3,498-100%$2.6M———
Disciplined Investments, LLC
N/A—3,496-3,496-100%$2.6M———
Legacy Wealth Managment, LLC
N/A—3,495-3,495-100%$2.6M———
Navis Wealth Advisors, LLC
N/A—3,495-3,495-100%$2.6M———
Star Financial Bank
N/A—3,473-3,473-100%$2.6M———
BNP Paribas
N/A—3,472-3,472-100%$2.6M———
Weik Capital Management
N/A—3,448-3,448-100%$2.6M———
Tradition Wealth Management, LLC
N/A—3,445-3,445-100%$2.6M———
DV Trading LLC
N/A—3,434-3,434-100%$2.6M———
Francis Financial, Inc.
N/A—3,426-3,426-100%$2.6M———
KEB Asset Management, LLC
N/A—3,418-3,418-100%$2.6M———
SlateStone Wealth, LLC
N/A—3,401-3,401-100%$2.5M———
Hartford Funds Management Co LLC
N/A—3,397-3,397-100%$2.5M———
Quattro Advisors LLC
N/A—3,390-3,390-100%$2.5M———
Garden State Investment Advisory Services LLC
N/A—3,345-3,345-100%$2.5M———
VAN Strum & Towne Inc.
N/A—3,343-3,343-100%$2.5M———
Ellevest, Inc.
N/A—3,318-3,318-100%$2.5M———
MJP Associates Inc
N/A—3,299-3,299-100%$2.5M———
Brandywine Trust Co
N/A—3,290-3,290-100%$2.5M———
Talisman Wealth Advisors LLC
N/A—3,276-3,276-100%$2.5M———
Granite Bay Wealth Management, LLC
N/A—3,270-3,270-100%$2.4M———
Tower Bridge Advisors
N/A—3,266-3,266-100%$2.4M———
Werba Rubin Papier Wealth Management
N/A—3,221-3,221-100%$2.4M———
North Star Asset Management Inc
N/A—3,196-3,196-100%$2.4M———
Thayer Partners, LLC / MA
N/A—3,192-3,192-100%$2.4M———
Advance Capital Management, Inc.
N/A—3,178-3,178-100%$2.4M———
Kerr Financial Planning Corp
N/A—3,176-3,176-100%$2.4M———
Fi3 Financial Advisors, LLC
N/A—3,154-3,154-100%$301.0K———
Counterweight Ventures, LLC
N/A—3,139-3,139-100%$2.4M———
Performance Wealth Partners, LLC
N/A—3,114-3,114-100%$2.3M———
Greenwich Wealth Management LLC
N/A—3,059-3,059-100%$2.3M———
Precision Wealth Strategies, LLC
N/A—3,035-3,035-100%$2.3M———
Kinetic Wealth Investment Advisors LLC
N/A—3,007-3,007-100%$2.3M———
Axiom Investors LLC
N/A—3,000-3,000-100%$2.2M———
CNB Bank
N/A—2,986-2,986-100%$2.2M———
Bolthouse Investments, LLC
N/A—2,978-2,978-100%$2.2M———
PSI Advisors, LLC
N/A—2,963-2,963-100%$2.2M———
Spirepoint Private Client, LLC
N/A—2,958-2,958-100%$2.2M———
Sequent Planning LLC
N/A—2,953-2,953-100%$2.2M———
S Harris Financial Group, LLC
N/A—2,931-2,931-100%$2.2M———
Spartan Wealth Advisory Services LLC
N/A—2,927-2,927-100%$2.2M———
Bogart Wealth, LLC
N/A—2,911-2,911-100%$2.2M———
Monetary Management Group Inc
N/A—2,900-2,900-100%$2.2M———
1ST Source Bank
N/A—2,894-2,894-100%$2.2M———
Sankala Group LLC
N/A—2,892-2,892-100%$2.2M———
Atlantic Private Wealth, LLC
N/A—2,883-2,883-100%$2.2M———
Wealthquest Corp
N/A—2,878-2,878-100%$2.2M———
Greenline Partners, LLC
N/A—2,877-2,877-100%$2.2M———
Theory Financial LLC
N/A—2,869-2,869-100%$2.1M———
Vienna Asset Management LLC
N/A—2,845-2,845-100%$2.1M———
Drake & Associates, LLC
N/A—2,838-2,838-100%$2.1M———
Marco Investment Management LLC
N/A—2,810-2,810-100%$2.1M———
Maridea Wealth Management LLC
N/A—2,786-2,786-100%$2.1M———
Headinvest, LLC
N/A—2,743-2,743-100%$2.1M———
Nvest Financial, LLC
N/A—2,728-2,728-100%$2.0M———
Quent Capital, LLC
N/A—2,722-2,722-100%$2.0M———
LM Advisors LLC
N/A—2,707-2,707-100%$2.0M———
Northstar Advisory Group, LLC
N/A—2,679-2,679-100%$2.0M———
Strive Financial Group,LLC
N/A—2,676-2,676-100%$2.0M———
Continental Investors Services, Inc.
N/A—2,662-2,662-100%$2.1M———
Sheridan Capital Management, LLC
N/A—2,662-2,662-100%$2.0M———
Geometric Wealth Advisors
N/A—2,654-2,654-100%$2.0M———
Tobias Financial Advisors, Inc.
N/A—2,630-2,630-100%$2.0M———
Faithward Advisors, LLC
N/A—2,605-2,605-100%$2.0M———
Goodwin Investment Advisory
N/A—2,597-2,597-100%$1.9M———
Institute for Wealth Management, Llc.
N/A—2,593-2,593-100%$1.9M———
NCM Capital Management, LLC
N/A—2,584-2,584-100%$1.9M———
Cura Wealth Advisors, LLC
N/A—2,577-2,577-100%$1.9M———
Meeder Advisory Services, Inc.
N/A—2,553-2,553-100%$1.9M———
Summit Wealth Group, LLC
N/A—2,545-2,545-100%$1.9M———
Atomic Invest LLC
N/A—2,541-2,541-100%$1.9M———
Bank of Marin
N/A—2,537-2,537-100%$1.9M———
Pasadena Private Wealth, LLC
N/A—2,534-2,534-100%$1.9M———
Proactive Wealth Strategies LLC
N/A—2,522-2,522-100%$1.9M———
Kelman-Lazarov, Inc.
N/A—2,517-2,517-100%$1.9M———
Ameriflex Group, Inc.
N/A—2,513-2,513-100%$1.9M———
Rasp Wealth Solutions, LLC
N/A—2,504-2,504-100%$1.9M———
Mars Jewett Financial Group, Inc.
N/A—2,493-2,493-100%$1.9M———
S&T Bank
N/A—2,478-2,478-100%$1.9M———
Mmbg Investment Advisors Co.
N/A—2,474-2,474-100%$1.9M———
Painted Porch Advisors LLC
N/A—2,473-2,473-100%$1.9M———
Tanglewood Legacy Advisors, LLC
N/A—2,468-2,468-100%$1.8M———
WealthTrust Axiom LLC
N/A—2,459-2,459-100%$1.8M———
Cauble & Harre Wealth Management, Inc.
N/A—2,426-2,426-100%$1.8M———
Marble Harbor Investment Counsel, LLC
N/A—2,410-2,410-100%$1.8M———
Holistic Financial Partners
N/A—2,406-2,406-100%$1.8M———
Warner Group LLC
N/A—2,402-2,402-100%$1.8M———
Beto Financial Group, LLC
N/A—2,372-2,372-100%$1.8M———
Cozad Asset Management Inc
N/A—2,365-2,365-100%$1.8M———
Carl P. Sherr & Co., LLC
N/A—2,360-2,360-100%$1.8M———
Tiemann Investment Advisors, LLC
N/A—2,358-2,358-100%$1.8M———
Pitti Group Wealth Management, LLC
N/A—2,348-2,348-100%$1.8M———
Accretive Wealth Partners, LLC
N/A—2,339-2,339-100%$1.8M———
Octavia Wealth Advisors, LLC
N/A—2,335-2,335-100%$1.7M———
Denver Wealth Management, Inc.
N/A—2,322-2,322-100%$1.7M———
Strategic Investment Solutions, Inc.
N/A—2,321-2,321-100%$1.7M———
Southeast Asset Advisors, LLC
N/A—2,302-2,302-100%$1.7M———
Klcm Advisors, Inc.
N/A—2,294-2,294-100%$1.7M———
BTG Pactual Asset Management US LLC
N/A—2,292-2,292-100%$1.7M———
Coastal Bridge Advisors, LLC
N/A—2,284-2,284-100%$1.7M———
Cerity Partners Retirement Plan Advisors LLC
N/A—2,271-2,271-100%$1.7M———
Second Line Capital, LLC
N/A—2,263-2,263-100%$1.7M———
Spinnaker Trust
N/A—2,257-2,257-100%$1.7M———
HFG Advisors, Inc.
N/A—2,246-2,246-100%$1.7M———
Lcnb Corp
N/A—2,243-2,243-100%$1.7M———
Haverford Financial Services, Inc.
N/A—2,232-2,232-100%$1.7M———
Wills Financial Group LLC
N/A—2,219-2,219-100%$1.7M———
Top Private Wealth Llc.
N/A—2,205-2,205-100%$1.7M———
White Knight Strategic Wealth Advisors, LLC
N/A—2,186-2,186-100%$1.6M———
Rollins Financial Advisors, LLC
N/A—2,180-2,180-100%$1.6M———
Athena Investment Management
N/A—2,180-2,180-100%$1.6M———
Indie Asset Partners, LLC
N/A—2,152-2,152-100%$1.6M———
Traub Capital Management LLC
N/A—2,150-2,150-100%$1.6M———
Rothschild Investment LLC
N/A—2,143-2,143-100%$1.6M———
Hunter Perkins Capital Management, LLC
N/A—2,140-2,140-100%$1.6K———
Vista Capital Partners, Inc.
N/A—2,135-2,135-100%$1.6M———
Retirement Planning Group, LLC / NY
N/A—2,135-2,135-100%$1.6M———
FMB Wealth Management
N/A—2,128-2,128-100%$1.6M———
Vista Investment Management
N/A—2,115-2,115-100%$1.6M———
Black Swift Group, LLC
N/A—2,108-2,108-100%$1.6M———
Mendel Capital Management LLC
N/A—2,102-2,102-100%$1.6M———
Financial Advisors Network, Inc.
N/A—2,101-2,101-100%$1.6M———
Miller Capital Partners, Inc.
N/A—2,081-2,081-100%$1.6M———
Valtrion Capital Management, LLC
N/A—2,071-2,071-100%$1.6M———
Harvest Investment Services, LLC
N/A—2,059-2,059-100%$1.5M———
Kirtland Hills Capital Management, LLC
N/A—2,055-2,055-100%$1.5M———
Wallace Advisory Group, LLC
N/A—2,052-2,052-100%$1.5M———
Cannell & Spears LLC
N/A—2,043-2,043-100%$1.5M———
Peninsula Asset Management Inc
N/A—2,042-2,042-100%$1.5M———
17 Capital Partners, LLC
N/A—2,028-2,028-100%$1.5M———
Cannon Wealth Management Services, LLC
N/A—2,019-2,019-100%$1.5M———
BCI Securities, Inc.
N/A—2,009-2,009-100%$1.5M———
10Elms LLP
N/A—2,009-2,009-100%$1.5M———
McLean Asset Management Corp
N/A—2,008-2,008-100%$1.5M———
GatePass Capital, LLC
N/A—1,994-1,994-100%$1.5M———
Foster & Motley Inc
N/A—1,994-1,994-100%$1.5M———
Compass Capital Corp
N/A—1,989-1,989-100%$1.5M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,969-1,969-100%$1.5M———
Avalon Trust Co
N/A—1,961-1,961-100%$1.5M———
Connable Office Inc
N/A—1,959-1,959-100%$1.5M———
Birchcreek Wealth Management, LLC
N/A—1,952-1,952-100%$1.5M———
Provident Co of the Employees of the Hebrew University LTD
N/A—1,944-1,944-100%$1.5M———
Fort Sheridan Advisors LLC
N/A—1,942-1,942-100%$1.5M———
Elite Financial, Inc.
N/A—1,941-1,941-100%$1.5M———
Advocacy Wealth Management, LLC
N/A—1,938-1,938-100%$1.5M———
Rock Point Advisors, LLC
N/A—1,936-1,936-100%$1.4M———
Intellus Advisors LLC
N/A—1,928-1,928-100%$1.4M———
Farmers National Bank
N/A—1,924-1,924-100%$1.4M———
Affinity Wealth Management LLC
N/A—1,904-1,904-100%$1.4M———
Rather & Kittrell, Inc.
N/A—1,897-1,897-100%$1.4M———
Ballast Advisors LLC
N/A—1,874-1,874-100%$1.4M———
Chicago Wealth Management, Inc.
N/A—1,866-1,866-100%$1.4M———
Sharp Wealth Advisory, LLC
N/A—1,857-1,857-100%$1.4M———
GKV Capital Management Co., Inc.
N/A—1,824-1,824-100%$1.4M———
Rockbridge Investment Management, LCC
N/A—1,817-1,817-100%$1.4M———
Van Diest Capital, LLC
N/A—1,817-1,817-100%$1.4M———
Main Street Research LLC
N/A—1,810-1,810-100%$1.4M———
Frisch Financial Group, Inc.
N/A—1,805-1,805-100%$1.4M———
Fayez Sarofim & Co
N/A—1,797-1,797-100%$1.3M———
Keener Financial Planning LLC
N/A—1,781-1,781-100%$1.3M———
Smart Money Group LLC
N/A—1,778-1,778-100%$1.3M———
Citizens Business Bank
N/A—1,776-1,776-100%$1.3M———
Silicon Valley Capital Partners
N/A—1,774-1,774-100%$1.3M———
Orcam Financial Group
N/A—1,771-1,771-100%$1.3M———
Calton & Associates, Inc.
N/A—1,754-1,754-100%$1.3M———
Storgate, LLC
N/A—1,751-1,751-100%$1.3M———
RED Reef Advisors LLC
N/A—1,746-1,746-100%$1.3M———
Jackson Wealth Management, LLC
N/A—1,736-1,736-100%$1.3M———
Crux Wealth Advisors
N/A—1,732-1,732-100%$1.3M———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,729-1,729-100%$1.3M———
Walleye Trading LLC
N/A—1,726-1,726-100%$1.3M———
Everest Private Wealth
N/A—1,716-1,716-100%$1.3M———
Addison Advisors LLC
N/A—1,716-1,716-100%$1.3M———
Strategic Financial Services, Inc.
N/A—1,702-1,702-100%$1.3M———
Novus Advisors, LLC
N/A—1,702-1,702-100%$1.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,698-1,698-100%$1.3M———
Timber Creek Capital Management LLC
N/A—1,698-1,698-100%$1.3M———
Regency Capital Management Inc.\DE
N/A—1,692-1,692-100%$1.3M———
Clarity Financial LLC
N/A—1,686-1,686-100%$1.3M———
Aspiring Ventures, LLC
N/A—1,681-1,681-100%$1.3M———
Fiduciary Management Inc
N/A—1,678-1,678-100%$1.3M———
Steelhead Wealth Management LLC
N/A—1,670-1,670-100%$1.3M———
Balanced Wealth Group LLC
N/A—1,669-1,669-100%$1.3M———
Independent Family Office, LLC
N/A—1,668-1,668-100%$1.2M———
Poinciana Advisors Group, LLC
N/A—1,642-1,642-100%$1.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,641-1,641-100%$1.2M———
Beck Capital Management, LLC
N/A—1,634-1,634-100%$1.2M———
Arrowroot Family Office, LLC
N/A—1,612-1,612-100%$1.2M———
Marshall Financial Group, LLC
N/A—1,611-1,611-100%$1.2M———
Bitterroot Capital Advisors LLC
N/A—1,611-1,611-100%$1.2M———
Seascape Capital Management
N/A—1,606-1,606-100%$1.2M———
Jordan Park Group LLC
N/A—1,601-1,601-100%$1.2M———
Martin & Co Inc
N/A—1,598-1,598-100%$1.2M———
Hillman Capital Management, Inc.
N/A—1,589-1,589-100%$1.2M———
Alpha Zero LLC
N/A—1,577-1,577-100%$1.2M———
Muirfield Wealth Advisors LLC
N/A—1,571-1,571-100%$1.2M———
Magnolia Private Wealth, LLC
N/A—1,570-1,570-100%$1.2M———
FWL Investment Management, LLC
N/A—1,568-1,568-100%$1.2M———
Ceeto Capital Group, LLC
N/A—1,556-1,556-100%$1.2M———
Ramirez Asset Management, Inc.
N/A—1,555-1,555-100%$1.2M———
Colter Lewis Investment Partners LLC
N/A—1,529-1,529-100%$1.1M———
Objectivity Squared, LLC
N/A—1,527-1,527-100%$1.1M———
Karani Asset Management LLC
N/A—1,527-1,527-100%$1.1M———
Wealth Advisors of Tampa Bay, LLC
N/A—1,520-1,520-100%$1.1M———
FSB Premier Wealth Management, Inc.
N/A—1,518-1,518-100%$1.1M———
Copia Wealth Management
N/A—1,517-1,517-100%$1.1M———
Piedmont Capital Management, LLC
N/A—1,509-1,509-100%$1.1M———
Planning Center, Inc.
N/A—1,501-1,501-100%$1.1M———
Portfolio Strategies, Inc.
N/A—1,495-1,495-100%$1.1M———
Navellier & Associates Inc
N/A—1,480-1,480-100%$1.1M———
Bouchey Financial Group, Ltd.
N/A—1,476-1,476-100%$1.1M———
Peak Retirement Planning, Inc.
N/A—1,455-1,455-100%$1.1M———
Fairview Capital Investment Management, LLC
N/A—1,447-1,447-100%$1.1M———
Keating Financial Advisory Services, Inc.
N/A—1,438-1,438-100%$1.1M———
United Bank
N/A—1,428-1,428-100%$1.1M———
Natural Investments, LLC
N/A—1,420-1,420-100%$1.1M———
Hexagon Capital Partners LLC
N/A—1,418-1,418-100%$1.1M———
Partners in Financial Planning
N/A—1,417-1,417-100%$1.1M———
Safeguard Investment Advisory Group, LLC
N/A—1,416-1,416-100%$1.1M———
FourThought Financial Partners, LLC
N/A—1,405-1,405-100%$1.1M———
Staley Capital Advisers Inc
N/A—1,403-1,403-100%$1.1M———
Florida Financial Advisors, LLC
N/A—1,403-1,403-100%$1.1M———
ProVise Management Group, LLC
N/A—1,399-1,399-100%$1.0M———
Tradewinds, Llc.
N/A—1,398-1,398-100%$2.8M———
Prepared Retirement Institute LLC
N/A—1,384-1,384-100%$1.0M———
Walter & Keenan Wealth Management LLC
N/A—1,373-1,373-100%$1.0M———
Hollencrest Capital Management
N/A—1,361-1,361-100%$1.0M———
Patron Partners, LLC
N/A—1,339-1,339-100%$1.0M———
Richmond Brothers, Inc.
N/A—1,338-1,338-100%$1.0M———
Hemenway Trust Co LLC
N/A—1,334-1,334-100%$999.0K———
Delta Asset Management LLC
N/A—1,334-1,334-100%$999.0K———
Members Trust Co
N/A—1,320-1,320-100%$988.5K———
Capstone Financial Advisors, Inc.
N/A—1,317-1,317-100%$986.6K———
Elgethun Capital Management
N/A—1,304-1,304-100%$976.6K———
Shepherd Kaplan Krochuk, LLC
N/A—1,294-1,294-100%$969.3K———
Generations Wealth, LLC
N/A—1,290-1,290-100%$966.1K———
Brooks, Moore & Associates, Inc.
N/A—1,290-1,290-100%$966.1K———
D L Carlson Investment Group Inc
N/A—1,281-1,281-100%$959.1K———
CCG Wealth Management, LLC
N/A—1,271-1,271-100%$952.1K———
Tilson Financial Group, Inc.
N/A—1,265-1,265-100%$947.0K———
Quadrature Capital Ltd
N/A—1,265-1,265-100%$947.3K———
LOM Asset Management Ltd
N/A—1,263-1,263-100%$945.8K———
Fairlight Advisors
N/A—1,255-1,255-100%$939.8K———
Frazier Financial Advisors, LLC
N/A—1,253-1,253-100%$938.3K———
Aventura Private Wealth, LLC
N/A—1,244-1,244-100%$931.6K———
N.E.W. Advisory Services LLC
N/A—1,243-1,243-100%$930.9K———
Wealth Watch Advisors, Inc
N/A—1,231-1,231-100%$921.9K———
Madden Advisory Services, Inc.
N/A—1,227-1,227-100%$919.1K———
Pinney & Scofield, Inc.
N/A—1,223-1,223-100%$915.9K———
Conservest Capital Advisors, Inc.
N/A—1,217-1,217-100%$911.6K———
Moment Partners, LLC
N/A—1,215-1,215-100%$909.9K———
Jackson Thornton Wealth Management, LLC
N/A—1,209-1,209-100%$905.4K———
Zuckerman Investment Group, LLC
N/A—1,204-1,204-100%$901.7K———
Liberty Square Wealth Partners LLC
N/A—1,204-1,204-100%$901.7K———
Wimmer Associates 1, LLC
N/A—1,200-1,200-100%$898.7K———
Coastwise Capital Group, LLC
N/A—1,198-1,198-100%$897.3K———
Bonfire Financial
N/A—1,197-1,197-100%$896.8K———
Laffer Tengler Investments, Inc.
N/A—1,194-1,194-100%$894.2K———
West Michigan Advisors, LLC
N/A—1,190-1,190-100%$891.2K———
Navalign, LLC
N/A—1,186-1,186-100%$888.2K———
Resolute Capital, LLC
N/A—1,173-1,173-100%$878.6K———
Tocqueville Asset Management L.P.
N/A—1,169-1,169-100%$875.5K———
Strategic Financial Planning, Inc.
N/A—1,149-1,149-100%$860.1K———
F/m Investments LLC
N/A—1,146-1,146-100%$876.9K———
Tribridge Partners Financial LLC
N/A—1,129-1,129-100%$838.3K———
TPG Financial Advisors, LLC
N/A—1,123-1,123-100%$841.0K———
Front Row Advisors LLC
N/A—1,118-1,118-100%$865.6K———
Wealthspan Partners, LLC
N/A—1,117-1,117-100%$836.5K———
Security National Bank of SO DAK
N/A—1,111-1,111-100%$832.0K———
Fourth Dimension Wealth, LLC
N/A—1,109-1,109-100%$830.6K———
Triton Financial Group Inc
N/A—1,106-1,106-100%$828.3K———
Beckerman Institutional, LLC
N/A—1,096-1,096-100%$820.7K———
Mason Investment Advisory Services, Inc.
N/A—1,093-1,093-100%$818.3K———
one8zero8, LLC
N/A—1,086-1,086-100%$813.0K———
Cornerstone Financial Management LLC
N/A—1,085-1,085-100%$812.5K———
Ruggiero Investments, Inc.
N/A—1,083-1,083-100%$811.0K———
Tidemark, LLC
N/A—1,080-1,080-100%$808.8K———
Tailwinds Wealth, LLC
N/A—1,070-1,070-100%$801.7K———
Leigh Baldwin & Co., LLC
N/A—1,062-1,062-100%$795.3K———
Seneca House Advisors
N/A—1,056-1,056-100%$791.0K———
Novak & Powell Financial Services, Inc.
N/A—1,056-1,056-100%$790.9K———
Pursuit Wealth Strategies, LLC
N/A—1,053-1,053-100%$789.0K———
Xcelsior Advisor Partners LLC
N/A—1,050-1,050-100%$786.2K———
Westshore Wealth, LLC
N/A—1,050-1,050-100%$786.3K———
Walsh & Associates, LLC
N/A—1,049-1,049-100%$785.4K———
Baldwin Investment Management, LLC
N/A—1,047-1,047-100%$784.1K———
Bravera Wealth
N/A—1,045-1,045-100%$782.6K———
Astoria Portfolio Advisors Llc.
N/A—1,044-1,044-100%$781.9K———
Kiley Juergens Wealth Management, LLC
N/A—1,039-1,039-100%$778.2K———
Summitry LLC
N/A—1,037-1,037-100%$776.6K———
Financial Freedom, LLC
N/A—1,036-1,036-100%$775.7K———
One Wealth Map LLC
N/A—1,029-1,029-100%$754.5K———
VSM Wealth Advisory, LLC
N/A—1,023-1,023-100%$766.1K———
Lumbard & Kellner, LLC
N/A—1,020-1,020-100%$763.9K———
Passive Capital Management, Llc.
N/A—1,020-1,020-100%$698.7K———
Slagle Financial, LLC
N/A—1,019-1,019-100%$762.9K———
Townsquare Capital LLC
N/A—1,018-1,018-100%$762.4K———
Sompo Asset Management Co., Ltd.
N/A—1,010-1,010-100%$756.4K———
Brio Consultants, LLC
N/A—1,009-1,009-100%$755.4K———
Osprey Private Wealth LLC
N/A—1,006-1,006-100%$753.7K———
Littlejohn Financial Services, Inc.
N/A—1,006-1,006-100%$753.4K———
Seaside Wealth Management, Inc.
N/A—1,005-1,005-100%$752.5K———
American Investment Services, Inc.
N/A—997-997-100%$746.4K———
Resolute Wealth Strategies, LLC
N/A—987-987-100%$739.1K———
Beacon Harbor Wealth Advisors, Inc.
N/A—985-985-100%$739.1K———
CFO4Life Group, LLC
N/A—983-983-100%$736.3K———
Sanchez Levi Garrett
N/A—979-979-100%$733.2K———
Dash Acquisitions Inc.
N/A—970-970-100%$752.7K———
Heritage Wealth Management, Inc. s
N/A—963-963-100%$720.8K———
Orographic Financial Advisors, LLC
N/A—961-961-100%$745———
United Bank
N/A—960-960-100%$718.9K———
Ascension Capital Advisors, Inc.
N/A—956-956-100%$715.9K———
Northstar Group, Inc.
N/A—952-952-100%$712.9K———
Harbour Investment Management LLC
N/A—940-940-100%$704.0K———
Stonebridge Financial Group, LLC / MO
N/A—940-940-100%$704.1K———
UP Strategic Wealth Investment Advisors LLC
N/A—935-935-100%$723.1K———
Oxbow Advisors, LLC
N/A—935-935-100%$700.2K———
Matrix Private Capital Group LLC
N/A—931-931-100%$697.2K———
Timmons Wealth Management, LLC
N/A—929-929-100%$695.8K———
Revere Asset Management, Inc
N/A—926-926-100%$693.5K———
M. Kulyk & Associates, LLC
N/A—926-926-100%$693.5K———
Forum Finance Group S.A.
N/A—926-926-100%$560———
JPL Wealth Management, LLC
N/A—921-921-100%$689.9K———
Austin Wealth Management, LLC
N/A—917-917-100%$685.0K———
Arkos Global Advisors
N/A—915-915-100%$685.0K———
Reliant Investment Partners, LLC
N/A—914-914-100%$684.5K———
Synergy Financial Group, LTD
N/A—913-913-100%$683.7K———
Peregrine Asset Advisers, Inc.
N/A—896-896-100%$670.7K———
Quest Investment Management LLC
N/A—896-896-100%$671.0K———
Bernicke Wealth Management, Ltd.
N/A—892-892-100%$668.0K———
Rothschild Capital Partners, LLC
N/A—890-890-100%$666.5K———
Azimuth Capital Investment Management LLC
N/A—873-873-100%$653.8K———
Kensington Investment Counsel, LLC
N/A—872-872-100%$653.0K———
Drucker Wealth 3.0, LLC
N/A—863-863-100%$646.2K———
Crews Bank & Trust
N/A—862-862-100%$645.5K———
Collier Financial
N/A—862-862-100%$645.6K———
Holderness Investments Co
N/A—854-854-100%$639.7K———
Sollinda Capital Management LLC
N/A—846-846-100%$633.3K———
FLP Wealth Management, LLC
N/A—843-843-100%$631.0K———
Seal Cove Capital, LLC
N/A—836-836-100%$626.1K———
Mountain Capital Investment Advisors Inc.
N/A—836-836-100%$626.2K———
Traction Financial Partners, LLC
N/A—830-830-100%$621.6K———
Barnett & Company, Inc.
N/A—829-829-100%$620.8K———
Annandale Capital, LLC
N/A—829-829-100%$621.0K———
Retirement Capital Strategies
N/A—824-824-100%$617.1K———
OneAscent Family Office, LLC
N/A—823-823-100%$616.3K———
Bank of the Bluegrass & Trust Co.
N/A—822-822-100%$629.5K———
Brown Financial Advisors
N/A—821-821-100%$614.8K———
O'rourke & Company, Inc
N/A—811-811-100%$607.4K———
Byrne Financial Freedom, LLC
N/A—811-811-100%$607.7K———
Integrity Financial Corp
N/A—805-805-100%$602.8K———
Pointe Capital Management LLC
N/A—802-802-100%$600.6K———
Stillwater Private Wealth, LLC
N/A—793-793-100%$615———
RPS Advisory Solutions LLC
N/A—789-789-100%$590.9K———
Trevian Wealth Management LLC
N/A—780-780-100%$585.2K———
Guardian Capital, LLC
N/A—779-779-100%$583.2K———
Petra Financial Advisors Inc
N/A—779-779-100%$583.4K———
Kickstand Ventures, Llc.
N/A—771-771-100%$577.4K———
Sentinel Wealth Management, Inc.
N/A—768-768-100%$575.1K———
Freedom Investment Management, Inc.
N/A—767-767-100%$574.4K———
Marietta Investment Partners LLC
N/A—767-767-100%$574.4K———
Delos Wealth Advisors, LLC
N/A—761-761-100%$569.9K———
Apriem Advisors
N/A—760-760-100%$569.2K———
Barr E S & Co
N/A—759-759-100%$568.4K———
Graney & King, LLC
N/A—752-752-100%$563.5K———
Payne Capital LLC
N/A—750-750-100%$561.7K———
Blue Chip Partners, LLC
N/A—747-747-100%$559.1K———
Everstar Asset Management, LLC
N/A—743-743-100%$556.4K———
Stonebridge Financial Group, LLC
N/A—742-742-100%$555.0K———
CCM Investment Advisers LLC
N/A—738-738-100%$552.7K———
Wellington Grp LLC
N/A—737-737-100%$551.9K———
URS Advisory LLC
N/A—735-735-100%$550.4K———
Caitlin John, LLC
N/A—728-728-100%$545.3K———
Riverview Trust Co
N/A—720-720-100%$539.2K———
Nicholson Meyer Capital Management, Inc.
N/A—720-720-100%$538.6K———
Cetera Trust Company, N.a
N/A—715-715-100%$535.5K———
Stonebrook Private Inc.
N/A—713-713-100%$534.1K———
Vickerman Investment Advisors, Inc.
N/A—710-710-100%$531.7K———
Knollwood Investment Advisory, LLC
N/A—709-709-100%$531.0K———
Vines Capital Management, LLC
N/A—706-706-100%$528.7K———
truNorth Financial Services, Inc.
N/A—703-703-100%$526.5K———
Vectors Research Management, LLC
N/A—693-693-100%$519.0K———
ATLas Financial Planning LLC
N/A—687-687-100%$514.5K———
FSA Advisors, Inc.
N/A—686-686-100%$513.6K———
Ponta Wealth Partners, LLC
N/A—686-686-100%$513.8K———
KM Capital Management Ltd.
N/A—683-683-100%$511.5K———
Fortune Financial Advisors, LLC
N/A—682-682-100%$510.7K———
Vantage Point Financial LLC
N/A—681-681-100%$510.0K———
Cornerstone Select Advisors, LLC
N/A—679-679-100%$508.5K———
Axis Wealth Partners, LLC
N/A—672-672-100%$503.1K———
Tevis Investment Management
N/A—666-666-100%$498.8K———
Ascent Advisors, LLC
N/A—666-666-100%$498.9K———
Silver Oak Advisory Group, Inc.
N/A—663-663-100%$496.0K———
Brogan Financial, Inc.
N/A—663-663-100%$496.6K———
WJ Financial Advisors LLC
N/A—659-659-100%$493.5K———
NWK Group, Inc.
N/A—657-657-100%$492.0K———
Soros Capital Management LLC
N/A—655-655-100%$490.5K———
Buffalo Business & Estate Services LTD
N/A—654-654-100%$489.9K———
NewSquare Capital LLC
N/A—649-649-100%$486.0K———
Mark Sheptoff Financial Planning, LLC
N/A—644-644-100%$482.3K———
Sequent Asset Management, LLC
N/A—643-643-100%$481.5K———
Port Capital LLC
N/A—637-637-100%$477.0K———
Alpha Financial Advisors, LLC
N/A—634-634-100%$474.7K———
Dravo BAY LLC
N/A—627-627-100%$469.6K———
Dover Advisors, LLC
N/A—620-620-100%$424.7K———
Hamrick Investment Counsel, llc
N/A—618-618-100%$462.8K———
Duncan Williams Asset Management, LLC
N/A—615-615-100%$460.4K———
Samara Investment Management, LLC
N/A—615-615-100%$460.6K———
Carson Advisory Inc.
N/A—612-612-100%$458.6K———
Prudent Investors Network, Inc.
N/A—610-610-100%$456.9K———
Presper Financial Architects, LLC
N/A—606-606-100%$453.6K———
Purkiss Capital Advisors LLC
N/A—605-605-100%$453.4K———
Horizon Investment Services, LLC
N/A—603-603-100%$452.1K———
Prossimo Advisors, LLC
N/A—600-600-100%$449.3K———
Shelton Capital Management
N/A—600-600-100%$449.3K———
Kidder Stephen W
N/A—600-600-100%$449.3K———
Bridgewealth Advisory Group, LLC
N/A—594-594-100%$444.8K———
American Money Management, LLC
N/A—589-589-100%$441.4K———
Intrust Bank NA
N/A—588-588-100%$440.3K———
Financial Strategies Group, Inc.
N/A—587-587-100%$441.1K———
Strait & Sound Wealth Management LLC
N/A—585-585-100%$438.1K———
Prospect Financial Services LLC
N/A—579-579-100%$433.6K———
Clarion Wealth Managment Partners, LLC
N/A—572-572-100%$428.1K———
Migdal Insurance & Financial Holdings Ltd.
N/A—571-571-100%$373.8K———
B & T Capital Management DBA Alpha Capital Management
N/A—570-570-100%$427.1K———
Hobbs Group Advisors, LLC
N/A—568-568-100%$425.4K———
1776 Wealth LLC
N/A—568-568-100%$425.4K———
BlackDiamond Wealth Management, LLC
N/A—567-567-100%$440.4K———
Intrepid Capital Management Inc
N/A—566-566-100%$423.9K———
Iron Gate Global Advisors LLC
N/A—564-564-100%$422.4K———
Aspire Growth Partners LLC
N/A—556-556-100%$416.1K———
Checchi Capital Advisers, LLC
N/A—553-553-100%$414.1K———
Hilltop Partners LLC
N/A—553-553-100%$414.2K———
LRI Investments, LLC
N/A—551-551-100%$412.7K———
Mittelman Wealth Management
N/A—549-549-100%$777.3K———
Systematic Alpha Investments, LLC
N/A—544-544-100%$407.4K———
Grand Wealth Management, LLC
N/A—543-543-100%$406.6K———
AG Asset Advisory, LLC
N/A—540-540-100%$404.4K———
Scientech Research LLC
N/A—536-536-100%$401.4K———
Manning & Napier Advisors LLC
N/A—535-535-100%$400.3K———
Seneschal Advisors, LLC
N/A—530-530-100%$396.9K———
Estate Planners Group, LLC
N/A—528-528-100%$395.7K———
Core Capital Management & Research, inc.
N/A—525-525-100%$402.7K———
Battery Global Advisors, LLC
N/A—525-525-100%$392.8K———
Blue Edge Capital, LLC
N/A—524-524-100%$392.4K———
Harborfront Financial Group LLC
N/A—522-522-100%$390.8K———
Mawer Investment Management Ltd.
N/A—521-521-100%$390.2K———
Financial Plan, Inc.
N/A—518-518-100%$387.9K———
Paul R. Ried Financial Group, LLC
N/A—514-514-100%$384.9K———
Oxford Wealth Group, LLC
N/A—512-512-100%$383.6K———
Rosenblum Silverman Sutton S F Inc
N/A—510-510-100%$381.9K———
Constant Guidance Financial LLC
N/A—509-509-100%$381.2K———
Veridan Wealth LLC
N/A—505-505-100%$378.1K———
Paragon Financial Partners, Inc.
N/A—504-504-100%$377.9K———
Henson-Edgewater Management, LLC
N/A—502-502-100%$389.6K———
Strategic Advisory Partners, LLC
N/A—502-502-100%$375.9K———
Schulhoff & Co Inc
N/A—502-502-100%$375.9K———
Basepoint Wealth LLC
N/A—502-502-100%$376.1K———
Bayesian Capital Management, LP
N/A—500-500-100%$374.4K———
Wiser Advisor Group LLC
N/A—500-500-100%$374.5K———
Graybill Wealth Management, Ltd.
N/A—500-500-100%$374.4K———
Jupiter Wealth Management LLC
N/A—500-500-100%$374.4K———
Warther Private Wealth, LLC
N/A—500-500-100%$374.4K———
Elefante Mark B
N/A—500-500-100%$374.4K———
Anchor Investment Management, LLC
N/A—498-498-100%$372.8K———
Steadtrust LLC
N/A—498-498-100%$372.9K———
Financial Sense Advisors, Inc.
N/A—498-498-100%$372.9K———
McDonough Capital Management, Inc
N/A—498-498-100%$373.5K———
Channel Wealth LLC
N/A—496-496-100%$371.4K———
Greenline Wealth Management LLC
N/A—484-484-100%$362.6K———
Zevin Asset Management LLC
N/A—482-482-100%$361.0K———
Steffes Financial, Ltd.
N/A—482-482-100%$361.0K———
Field & Main Bank
N/A—475-475-100%$355.7K———
Three Cord True Wealth Management, LLC
N/A—472-472-100%$353.7K———
Heartland Bank & Trust Co
N/A—470-470-100%$352.0K———
Wood Tarver Financial Group, LLC
N/A—469-469-100%$351.0K———
Investment Counsel Co of Nevada
N/A—461-461-100%$345.2K———
Ciovacco Capital Management LLC
N/A—459-459-100%$344.4K———
First Wilshire Securities Management Inc
N/A—452-452-100%$338.5K———
Financial Alternatives, Inc
N/A—450-450-100%$337.0K———
Fairfield, Bush & Co.
N/A—450-450-100%$337.0K———
Hills Bank & Trust Co
N/A—447-447-100%$334.8K———
Northstar Asset Management Inc
N/A—445-445-100%$333.3K———
Swisher Financial Concepts, Inc.
N/A—443-443-100%$331.8K———
Turim 21 Investimentos Ltda.
N/A—436-436-100%$326.5K———
Avenir Corp
N/A—436-436-100%$326.5K———
Zinnia Wealth Advisory, LLC
N/A—435-435-100%$325.8K———
Ranch Capital Advisors Inc.
N/A—432-432-100%$323.6K———
Eaton-Cambridge Inc.
N/A—428-428-100%$320.5K———
Main Management LLC
N/A—428-428-100%$321.0K———
Concentrum Wealth Management
N/A—427-427-100%$319.8K———
Proffitt & Goodson Inc
N/A—426-426-100%$319.0K———
Legacy Capital Wealth Management, LLC
N/A—425-425-100%$318.3K———
Empire Financial Management Company, LLC
N/A—424-424-100%$317.5K———
Coston, McIsaac & Partners
N/A—424-424-100%$317.0K———
KKM Financial LLC
N/A—423-423-100%$316.8K———
Balanced Rock Investment Advisors LLC
N/A—418-418-100%$313.3K———
CarsonAllaria Wealth Management, Ltd.
N/A—418-418-100%$313.4K———
SSA Swiss Advisors AG
N/A—415-415-100%$310.8K———
Intellectus Partners, LLC
N/A—414-414-100%$310.3K———
von Borstel & Associates, Inc.
N/A—412-412-100%$309.0K———
Reliant Wealth Planning
N/A—406-406-100%$304.0K———
Northstar Financial Companies, Inc.
N/A—405-405-100%$303.3K———
Citizens & Northern Corp
N/A—405-405-100%$303.3K———
Bernard Wealth Management Corp.
N/A—405-405-100%$303.3K———
DiPaolo Financial Group, Inc.
N/A—400-400-100%$299.6K———
Riverview Capital Advisers, LLC
N/A—398-398-100%$298.2K———
East Coast Asset Management, Llc.
N/A—394-394-100%$295.1K———
ForthRight Wealth Management, LLC
N/A—391-391-100%$292.8K———
Clifford Group, LLC
N/A—390-390-100%$292.1K———
Elevation Advisory Partners LLC
N/A—390-390-100%$290.8K———
Pine Harbor Wealth Management, LLC
N/A—387-387-100%$289.8K———
Darwin Wealth Management, LLC
N/A—385-385-100%$288.6K———
Ankerstar Wealth, LLC
N/A—382-382-100%$286.1K———
Rwwm, Inc.
N/A—381-381-100%$285.3K———
Taylor Hoffman Capital Management LLC
N/A—379-379-100%$283.8K———
Tulsa Wealth Advisors, Inc
N/A—379-379-100%$284.0K———
Alaska Wealth Advisors, LLC
N/A—379-379-100%$283.8K———
Columbia River Financial Group, LLC
N/A—376-376-100%$282.0K———
Morgan Dempsey Capital Management LLC
N/A—375-375-100%$280.8K———
Planning Directions Inc
N/A—372-372-100%$278.3K———
Uniting Wealth Partners, LLC
N/A—370-370-100%$277.1K———
Abbot Financial Management, Inc.
N/A—368-368-100%$275.6K———
Ruedi Wealth Management, Inc.
N/A—368-368-100%$275.6K———
Vaughan Nelson Investment Management, L.P.
N/A—365-365-100%$273.3K———
AFT, Forsyth & Company, Inc.
N/A—362-362-100%$271.7K———
Tower Wealth Partners, Inc.
N/A—360-360-100%$269.6K———
Wallace Capital Management Inc.
N/A—360-360-100%$270.0K———
Plotkin Financial Advisors, LLC
N/A—359-359-100%$268.9K———
Legacy Capital Group California, Inc.
N/A—355-355-100%$266.0K———
Fielder Capital Group LLC
N/A—354-354-100%$265.0K———
Schiavi & Co LLC
N/A—354-354-100%$265.1K———
IF Advisors, LLC
N/A—353-353-100%$264.4K———
Welch Financial Planning, LLC
N/A—351-351-100%$263.0K———
Darden Wealth Group Inc
N/A—349-349-100%$261.4K———
Widmann Financial Services, Inc.
N/A—346-346-100%$259.1K———
Expressive Wealth LLC
N/A—345-345-100%$258.4K———
OneAscent Wealth Management LLC
N/A—342-342-100%$256.0K———
Winning Points Advisors, LLC
N/A—335-335-100%$250.6K———
Nicholson Wealth Management Group, LLC
N/A—335-335-100%$250.9K———
Bannerstone Capital Management, LLC
N/A—332-332-100%$248.9K———
McGowan Group Asset Management, Inc.
N/A—329-329-100%$246.5K———
Security National Bank of Sioux City Iowa
N/A—321-321-100%$240.4K———
Chai Trust Co LLC
N/A—320-320-100%$239.6K———
Dock Street Asset Management Inc
N/A—317-317-100%$237.4K———
360 Financial, Inc.
N/A—315-315-100%$235.9K———
Joule Financial, LLC
N/A—314-314-100%$235.2K———
SageGuard Financial Group, LLC
N/A—313-313-100%$234.2K———
Bravias Capital Group, LLC
N/A—306-306-100%$229.2K———
PCB Capital LLC
N/A—304-304-100%$227.7K———
V2 Financial group LLC
N/A—304-304-100%$227.9K———
Christine Messmer PC
N/A—304-304-100%$227.6K———
Atlas Wealth LLC
N/A—301-301-100%$225.4K———
Aberdeen Wealth Management LLC
N/A—300-300-100%$224.7K———
Trust Co of Kansas
N/A—299-299-100%$224.0K———
Mission Hills Financial Advisory, LLC
N/A—299-299-100%$223.9K———
Northeast Planning Associates, Inc. / NH /
N/A—298-298-100%$223.2K———
Waddell & Associates, LLC
N/A—295-295-100%$220.9K———
Nova Wealth Management, Inc.
N/A—291-291-100%$217.9K———
Allred Capital Management, LLC
N/A—288-288-100%$215.7K———
RPg Family Wealth Advisory, LLC
N/A—288-288-100%$215.7K———
Berkeley Capital Partners, LLC
N/A—288-288-100%$216.0K———
Pacific SUN Financial Corp
N/A—287-287-100%$215.3K———
WPWealth LLP
N/A—287-287-100%$215.0K———
Bellevue Asset Management, LLC
N/A—286-286-100%$214.8K———
Brasada Capital Management, LP
N/A—284-284-100%$212.7K———
NI Acquisitions Company, LLC
N/A—283-283-100%$211.9K———
Hopwood Nicholas Hunter
N/A—283-283-100%$212.0K———
Kinloch Capital, LLC
N/A—282-282-100%$211.2K———
Broadleaf Partners, LLC
N/A—282-282-100%$211.0K———
Menora Mivtachim Holdings Ltd.
N/A—280-280-100%$209.7K———
Z3 Capital Partners, LLC
N/A—279-279-100%$208.6K———
Altar Rock LLC
N/A—279-279-100%$208.9K———
KMT Wealth Management, LLC
N/A—276-276-100%$206.7K———
Causey Wealth LLC
N/A—275-275-100%$205.9K———
Tripletail Wealth Management, LLC
N/A—273-273-100%$204.3K———
MTM Financial Group, LLC
N/A—272-272-100%$203.8K———
Permanent Capital Management, LP
N/A—272-272-100%$203.6K———
Millstone Evans Group, LLC
N/A—272-272-100%$203.7K———
Capasso Planning Partners LLC
N/A—270-270-100%$202.3K———
Topsail Wealth Management, LLC
N/A—265-265-100%$198.5K———
PIN OAK Investment Advisors Inc
N/A—262-262-100%$196.0K———
Marshall Investment Management, LLC
N/A—256-256-100%$191.7K———
Timbuktu Capital Management, LLC
N/A—254-254-100%$189.9K———
Wellington-Altus USA Inc.
N/A—253-253-100%$165.3K———
Urban Financial Advisory Corp
N/A—237-237-100%$177.6K———
Leo H. Evart, Inc.
N/A—235-235-100%$176.0K———
Core Alternative Capital
N/A—235-235-100%$176.0K———
Westend Capital Management, LLC
N/A—230-230-100%$172.2K———
Ross\johnson & Associates LLC
N/A—217-217-100%$162.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—198-198-100%$148.3K———
Morse Asset Management, Inc
N/A—195-195-100%$146.0K———
Mpwm Advisory Solutions, LLC
N/A—192-192-100%$144.0K———
Boreal Capital Management LLC
N/A—175-175-100%$131.1K———
Cordant, Inc.
N/A—165-165-100%$123.6K———
Game Plan Financial Advisors, LLC
N/A—161-161-100%$120.6K———
Investors Portfolio Services LLC
N/A—160-160-100%$119.8K———
Anchor Bay Capital, Inc.
N/A—150-150-100%$116.5K———
Benson Wealth Management Inc
N/A—146-146-100%$109.3K———
Heartland Advisors Inc
N/A—140-140-100%$104.8K———
Kiker Wealth Management, LLC
N/A—128-128-100%$95.9K———
Evolution Advisers, Inc.
N/A—128-128-100%$95.0K———
Conquis Financial LLC
N/A—123-123-100%$92.1K———
Osterweis Capital Management Inc
N/A—100-100-100%$74.9K———
Horizon Bancorp Inc
N/A—94-94-100%$70.0K———
Chesapeake Asset Management LLC
N/A—91-91-100%$68.1K———
Oakmont Advisory Group, LLC
N/A—76-76-100%$56.5K———
Sittner & Nelson, LLC
N/A—75-75-100%$56.2K———
Prosperity Bancshares Inc
N/A—73-73-100%$54.7K———
Rice Partnership, LLC
N/A—69-69-100%$51.7K———
Mcguire Capital Advisors Inc
N/A—68-68-100%$50.9K———
Punch & Associates Investment Management, Inc.
N/A—59-59-100%$44.2K———
Cheviot Value Management, LLC
N/A—53-53-100%$39.7K———
Knuff & Co LLC
N/A—50-50-100%$37.4K———
Purpose Unlimited Inc.
N/A—50-50-100%$37.8K———
Allied Private Wealth LLC
N/A—43-43-100%$32.8K———
John A. Wolfe & Associates, Inc.
N/A—42-42-100%$31.5K———
Park Square Financial Group, LLC
N/A—41-41-100%$30.7K———
Peterson Wealth Management
N/A—31-31-100%$23.3K———
WealthCollab, LLC
N/A—24-24-100%$18.0K———
Swan Capital LLC
N/A—23-23-100%$17.2K———
Osbon Capital Management LLC
N/A—22-22-100%$16.5K———
Longview Financial Advisors LLC
N/A—22-22-100%$16.5K———
Quantum Portfolio Management LLC
N/A—21-21-100%$15.7K———
XP Advisory US, Inc.
N/A—19-19-100%$14.2K———
Imprint Wealth LLC
N/A—16-16-100%$12.0K———
Logan Capital Management Inc
N/A—12-12-100%$9.0K———
Chelsea Counsel Co
N/A—1-1-100%$749———
Merrithew & Thorsten Inc
N/A—00—$0———
Ogorek Anthony Joseph
N/A—00—$0———
Showing 4243 of 4243 institutions