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Ishares Core U.S. Aggregate (AGG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
INCREASED
Shares41,634,977 from 39,478,188
Change+2,156,789 (+5%)
Value$3.9B (+$28.6M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares15,365,361 from 15,294,726
Change+70,635 (+0%)
Value$1.5B (-$61.2M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares14,462,580 from 13,634,358
Change+828,222 (+6%)
Value$1.4B (+$17.8M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares14,080,463 from 16,602,475
Change-2,522,012 (-15%)
Value$1.3B (-$287.6M)
Filed 2026-10-13
WealthNavi Inc.
INCREASED
Shares12,404,190 from 11,751,184
Change+653,006 (+6%)
Value$1.2B (+$9.6M)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares11,179,542 from 10,972,401
Change+207,141 (+2%)
Value$1.1B (-$29.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares7,402,398 from 6,806,888
Change+595,510 (+9%)
Value$699.8M (+$26.1M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares7,240,516 from 7,349,938
Change-109,422 (-1%)
Value$684.5M (-$43.0M)
Filed 2026-10-30
Constellation Investments, Inc.
INCREASED
Shares5,909,841 from 5,624,548
Change+285,293 (+5%)
Value$558.7M (+$2.0M)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares5,801,590 from 5,295,358
Change+506,232 (+10%)
Value$548.5M (+$24.3M)
Filed 2026-10-28
MacKenzie Financial Corp
DECREASED
Shares5,714,300 from 5,736,700
Change-22,400 (0%)
Value$540.2M (-$27.6M)
Filed 2026-11-02
Simplify Asset Management Inc.
DECREASED
Shares4,710,059 from 5,041,755
Change-331,696 (-7%)
Value$445.3M (-$53.7M)
Filed 2026-10-27
SigFig Wealth Management, LLC
INCREASED
Shares4,695,257 from 4,261,394
Change+433,863 (+10%)
Value$443.9M (+$20.4M)
Filed 2026-10-07
Citigroup Inc
INCREASED
Shares4,339,533 from 4,213,649
Change+125,884 (+3%)
Value$410.3M (-$6.8M)
Filed 2026-11-04
Mastercard Foundation Asset Management Corp
UNCHANGED
Shares4,125,631 from 4,125,631
Change0 (0%)
Value$390.0M (-$18.3M)
Filed 2026-10-28
Factory Mutual Insurance Co
INCREASED
Shares4,055,924 from 2,940,924
Change+1,115,000 (+38%)
Value$383.4M (+$92.4M)
Filed 2026-10-30
Cordoba Advisory Partners LLC
INCREASED
Shares4,034,133 from 896,121
Change+3,138,012 (+350%)
Value$381.4M (+$292.7M)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares4,021,502 from 3,796,233
Change+225,269 (+6%)
Value$380.2M (+$4.4M)
Filed 2026-10-20
Vantagepoint Investment Advisers LLC
DECREASED
Shares3,875,227 from 3,876,497
Change-1,270 (0%)
Value$366.4M (-$17.3M)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares3,749,918 from 3,239,550
Change+510,368 (+16%)
Value$354.5M (+$33.9M)
Filed 2026-11-05
Retirement Systems of Alabama
INCREASED
Shares3,542,133 from 27,899
Change+3,514,234 (+12596%)
Value$334.9M (+$332.1M)
Filed 2026-11-04
Stairway Partners, LLC
INCREASED
Shares2,903,725 from 2,809,276
Change+94,449 (+3%)
Value$274.5M (-$3.5M)
Filed 2026-10-02
Balentine LLC
INCREASED
Shares2,755,584 from 2,738,511
Change+17,073 (+1%)
Value$260.5M (-$10.5M)
Filed 2026-11-03
Hantz Financial Services, Inc.
INCREASED
Shares2,735,102 from 2,387,883
Change+347,219 (+15%)
Value$258.6M (+$22.2M)
Filed 2026-11-09
Disciplina Capital Management LLC
INCREASED
Shares2,631,461 from 2,385,633
Change+245,828 (+10%)
Value$248.8M (+$12.6M)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares2,514,921 from 2,419,179
Change+95,742 (+4%)
Value$237.8M (-$1.7M)
Filed 2026-10-15
Exchange Traded Concepts, LLC
DECREASED
Shares2,362,986 from 2,801,364
Change-438,378 (-16%)
Value$223.4M (-$53.9M)
Filed 2026-10-28
Ferguson Wellman Capital Management, Inc
INCREASED
Shares1,793,022 from 1,741,645
Change+51,377 (+3%)
Value$169.5M (-$2.9M)
Filed 2026-10-05
Commonwealth Equity Services, LLC
DECREASED
Shares1,779,186 from 1,800,481
Change-21,295 (-1%)
Value$168.2M (-$10.0M)
Filed 2026-11-02
Capital Asset Advisory Services LLC
INCREASED
Shares1,757,484 from 1,659,794
Change+97,690 (+6%)
Value$168.9M (+$4.6M)
Filed 2026-10-30
HighTower Advisors, LLC
DECREASED
Shares1,687,314 from 1,754,022
Change-66,708 (-4%)
Value$159.5M (-$14.1M)
Filed 2026-11-10
Rebalance, LLC
INCREASED
Shares1,676,842 from 1,629,077
Change+47,765 (+3%)
Value$158.5M (-$2.7M)
Filed 2026-10-22
Single Point Partners, LLC
INCREASED
Shares1,621,691 from 1,598,788
Change+22,903 (+1%)
Value$48.8M (-$1.3M)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares1,593,186 from 1,475,528
Change+117,658 (+8%)
Value$150.6M (+$4.6M)
Filed 2026-10-21
Wesbanco Bank Inc
DECREASED
Shares1,586,989 from 1,674,935
Change-87,946 (-5%)
Value$150.0M (-$15.8M)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares1,566,426 from 1,551,511
Change+14,915 (+1%)
Value$148.1M (-$5.5M)
Filed 2026-10-13
Russell Investments Group, Ltd.
DECREASED
Shares1,540,500 from 3,769,235
Change-2,228,735 (-59%)
Value$145.6M (-$227.4M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,509,183 from 1,549,543
Change-40,360 (-3%)
Value$142.7M (-$10.7M)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,450,668 from 1,395,122
Change+55,546 (+4%)
Value$137.1M (-$943.0K)
Filed 2026-10-29
First Citizens Bank & Trust Co
INCREASED
Shares1,397,620 from 1,341,923
Change+55,697 (+4%)
Value$132.1M (-$692.5K)
Filed 2026-10-14
Fisher Asset Management, LLC
INCREASED
Shares1,380,834 from 1,340,551
Change+40,283 (+3%)
Value$130.5M (-$2.1M)
Filed 2026-11-06
Ritholtz Wealth Management
INCREASED
Shares1,308,293 from 1,283,233
Change+25,060 (+2%)
Value$123.7M (-$3.3M)
Filed 2026-11-05
State of Michigan Retirement System
INCREASED
Shares1,300,000 from 900,000
Change+400,000 (+44%)
Value$122.9M (+$33.8M)
Filed 2026-10-27
V-Square Quantitative Management LLC
UNCHANGED
Shares1,269,238 from 1,269,238
Change0 (0%)
Value$120.0M (-$5.6M)
Filed 2026-10-15
Bank of Montreal
DECREASED
Shares1,252,143 from 1,409,782
Change-157,639 (-11%)
Value$118.4M (-$21.2M)
Filed 2026-11-09
Crestwood Advisors Group, LLC
INCREASED
Shares1,251,102 from 1,207,232
Change+43,870 (+4%)
Value$118.3M (-$1.2M)
Filed 2026-10-27
Center for Financial Planning, Inc.
INCREASED
Shares1,123,795 from 1,083,836
Change+39,959 (+4%)
Value$106.2M (-$1.0M)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares1,118,038 from 1,106,481
Change+11,557 (+1%)
Value$105.7M (-$3.8M)
Filed 2026-11-04
Freestone Capital Holdings, LLC
INCREASED
Shares1,116,658 from 1,075,916
Change+40,742 (+4%)
Value$105.6M (-$925.4K)
Filed 2026-11-09
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares1,080,576 from 1,102,068
Change-21,492 (-2%)
Value$102.2M (-$6.9M)
Filed 2026-10-09
Brookstone Capital Management
INCREASED
Shares1,068,567 from 979,730
Change+88,837 (+9%)
Value$101.0M (+$4.0M)
Filed 2026-10-22
GenTrust, LLC
DECREASED
Shares1,046,263 from 1,049,714
Change-3,451 (0%)
Value$98.9M (-$5.0M)
Filed 2026-11-06
Annex Advisory Services, LLC
INCREASED
Shares1,025,494 from 2,139
Change+1,023,355 (+47843%)
Value$97.0M (+$96.7M)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,019,825 from 864,576
Change+155,249 (+18%)
Value$96.4M (+$10.8M)
Filed 2026-11-03
Affiance Financial, LLC
INCREASED
Shares1,015,110 from 990,470
Change+24,640 (+2%)
Value$96.0M (-$2.1M)
Filed 2026-10-15
Howard Capital Management, LLC
INCREASED
Shares1,013,382 from 850,759
Change+162,623 (+19%)
Value$95.8M (+$11.6M)
Filed 2026-10-16
Meridian Wealth Partners, LLC
INCREASED
Shares1,011,576 from 994,500
Change+17,076 (+2%)
Value$95.6M (-$2.8M)
Filed 2026-11-09
Baker Avenue Asset Management, LP
INCREASED
Shares1,009,887 from 971,622
Change+38,265 (+4%)
Value$95.5M (-$696.4K)
Filed 2026-11-06
Steele Capital Management, Inc.
INCREASED
Shares1,003,015 from 991,812
Change+11,203 (+1%)
Value$94.8M (-$3.3M)
Filed 2026-11-02
Greenspring Advisors, LLC
INCREASED
Shares1,000,106 from 986,628
Change+13,478 (+1%)
Value$94.6M (-$3.1M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares993,641 from 911,236
Change+82,405 (+9%)
Value$93.6M (+$3.7M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares992,594 from 992,594
Change0 (0%)
Value$93.8M (-$4.4M)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
DECREASED
Shares980,460 from 982,632
Change-2,172 (0%)
Value$92.7M (-$4.6M)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares970,619 from 713,093
Change+257,526 (+36%)
Value$91.8M (+$21.2M)
Filed 2026-10-16
Coldstream Capital Management Inc
INCREASED
Shares947,138 from 785,945
Change+161,193 (+21%)
Value$89.5M (+$11.7M)
Filed 2026-11-09
Oarsman Capital, Inc.
INCREASED
Shares921,411 from 871,502
Change+49,909 (+6%)
Value$87.1M (+$849.0K)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares867,139 from 823,286
Change+43,853 (+5%)
Value$82.0M (+$490.5K)
Filed 2026-11-04
PDS Planning, Inc
DECREASED
Shares864,353 from 880,458
Change-16,105 (-2%)
Value$81.7M (-$5.4M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED
Shares834,696 from 1,175,981
Change-341,285 (-29%)
Value$78.7M (-$37.3M)
Filed 2026-11-04
Form Wealth Advisors, LLC
DECREASED
Shares831,683 from 834,770
Change-3,087 (0%)
Value$78.6M (-$4.0M)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares830,969 from 654,207
Change+176,762 (+27%)
Value$78.5M (+$13.7M)
Filed 2026-11-05
Verger Capital Management LLC
INCREASED
Shares813,442 from 592,645
Change+220,797 (+37%)
Value$76.9M (+$18.2M)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares797,797 from 691,853
Change+105,944 (+15%)
Value$75.4M (+$6.9M)
Filed 2026-10-26
Lowe Brockenbrough & Co Inc
INCREASED
Shares775,277 from 678,593
Change+96,684 (+14%)
Value$73.3M (+$6.1M)
Filed 2026-11-09
Integrity Alliance, Llc.
INCREASED
Shares775,137 from 775,041
Change+96 (+0%)
Value$73.3M (-$3.4M)
Filed 2026-10-29
Rational Advisors, Inc.
INCREASED
Shares760,188 from 735,041
Change+25,147 (+3%)
Value$71.9M (-$886.2K)
Filed 2026-11-02
Trust Co
INCREASED
Shares760,107 from 675,092
Change+85,015 (+13%)
Value$71.9M (+$5.0M)
Filed 2026-10-09
Bell Bank
INCREASED
Shares753,833 from 706,220
Change+47,613 (+7%)
Value$71.3M (+$1.4M)
Filed 2026-10-21
BAR Harbor Wealth Management
INCREASED
Shares753,529 from 737,198
Change+16,331 (+2%)
Value$71.2M (-$1.7M)
Filed 2026-10-21
JFS Wealth Advisors, LLC
INCREASED
Shares751,841 from 741,875
Change+9,966 (+1%)
Value$71.1M (-$2.4M)
Filed 2026-11-03
Charles Schwab Trust Co
INCREASED
Shares735,613 from 699,226
Change+36,387 (+5%)
Value$69.5M (+$335.5K)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares726,153 from 513,842
Change+212,311 (+41%)
Value$68.7M (+$17.8M)
Filed 2026-10-28
Prentice Wealth Management LLC
INCREASED
Shares723,954 from 682,200
Change+41,754 (+6%)
Value$68.4M (+$918.5K)
Filed 2026-10-20
Professional Financial Advisors, LLC
INCREASED
Shares707,145 from 352,310
Change+354,835 (+101%)
Value$66.9M (+$32.0M)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares700,365 from 116,486
Change+583,879 (+501%)
Value$66.2M (+$54.7M)
Filed 2026-11-06
Focus Financial Network, Inc.
INCREASED
Shares679,072 from 641,837
Change+37,235 (+6%)
Value$64.2M (+$670.4K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares665,980 from 529,913
Change+136,067 (+26%)
Value$63.0M (+$10.5M)
Filed 2026-11-02
Cullen T Bankers, Inc.
INCREASED
Shares664,116 from 588,927
Change+75,189 (+13%)
Value$62.8M (+$4.5M)
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
INCREASED
Shares657,700 from 652,197
Change+5,503 (+1%)
Value$62.2M (-$2.4M)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares653,276 from 667,038
Change-13,762 (-2%)
Value$61.8M (-$4.3M)
Filed 2026-10-14
Financial Solutions Advisory Group, Inc.
NEW
Shares651,869
Change+651,869
Value$62.2M
Filed 2026-10-28
Zions Bancorporation, National Association
INCREASED
Shares645,578 from 604,948
Change+40,630 (+7%)
Value$61.0M (+$1.2M)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares634,809 from 614,723
Change+20,086 (+3%)
Value$60.0M (-$830.4K)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED
Shares620,579 from 712,093
Change-91,514 (-13%)
Value$58.7M (-$11.8M)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares600,823 from 559,519
Change+41,304 (+7%)
Value$59.5M (+$4.1M)
Filed 2026-11-06
Chaney Capital Management, Inc.
INCREASED
Shares600,086 from 574,238
Change+25,848 (+5%)
Value$56.7M (-$105.9K)
Filed 2026-11-09
Earned Wealth Advisors, LLC
INCREASED
Shares575,911 from 459,940
Change+115,971 (+25%)
Value$54.4M (+$8.9M)
Filed 2026-11-06
Rock Creek Group LLC
DECREASED
Shares566,694 from 593,169
Change-26,475 (-4%)
Value$53.6M (-$5.1M)
Filed 2026-11-09
Mascoma Wealth Management LLC
INCREASED
Shares561,045 from 539,593
Change+21,452 (+4%)
Value$53.0M (-$367.8K)
Filed 2026-10-23
Bricktown Capital, LLC
UNCHANGED
Shares556,727 from 556,727
Change0 (0%)
Value$52.6M (-$2.5M)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares553,961 from 333,643
Change+220,318 (+66%)
Value$52.4M (+$19.3M)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares550,132 from 442,103
Change+108,029 (+24%)
Value$52.0M (+$8.3M)
Filed 2026-10-21
Gridiron Partners, LLC
INCREASED
Shares542,021 from 523,975
Change+18,046 (+3%)
Value$51.2M (-$447.5K)
Filed 2026-10-08
Savant Capital, LLC
INCREASED
Shares541,848 from 421,576
Change+120,272 (+29%)
Value$51.2M (+$9.7M)
Filed 2026-11-06
Twele Capital Management, Inc.
INCREASED
Shares539,155 from 515,560
Change+23,595 (+5%)
Value$51.0M (-$58.4K)
Filed 2026-10-13
Bokf, NA
INCREASED
Shares538,790 from 534,439
Change+4,351 (+1%)
Value$50.9M (-$2.0M)
Filed 2026-10-27
Legacy Wealth Management, LLC
INCREASED
Shares533,295 from 37,783
Change+495,512 (+1311%)
Value$50.4M (+$46.7M)
Filed 2026-10-22
Abound Wealth Management
INCREASED
Shares532,410 from 510,029
Change+22,381 (+4%)
Value$50.3M (-$148.7K)
Filed 2026-10-26
GoalFusion Wealth Management, LLC
DECREASED
Shares530,531 from 560,186
Change-29,655 (-5%)
Value$50.2M (-$5.3M)
Filed 2026-10-06
Provenance Wealth Advisors, LLC
INCREASED
Shares527,797 from 374,851
Change+152,946 (+41%)
Value$49.9M (+$12.8M)
Filed 2026-10-30
Lockheed Martin Investment Management Co
UNCHANGED
Shares523,000 from 523,000
Change0 (0%)
Value$49.4M (-$2.3M)
Filed 2026-11-04
James J. Burns & Company, LLC
INCREASED
Shares511,957 from 468,298
Change+43,659 (+9%)
Value$48.4M (+$2.0M)
Filed 2026-10-22
Smithfield Trust Co
INCREASED
Shares507,085 from 455,713
Change+51,372 (+11%)
Value$47.9M (+$2.9M)
Filed 2026-11-09
Black Diamond Financial, LLC
INCREASED
Shares504,350 from 474,608
Change+29,742 (+6%)
Value$47.7M (+$704.5K)
Filed 2026-10-26
Fund Evaluation Group, LLC
INCREASED
Shares492,097 from 477,654
Change+14,443 (+3%)
Value$46.5M (-$755.3K)
Filed 2026-11-05
Liquid Strategies, LLC
INCREASED
Shares491,500 from 485,509
Change+5,991 (+1%)
Value$46.5M (-$1.6M)
Filed 2026-11-04
Lido Advisors, LLC
DECREASED
Shares490,607 from 544,631
Change-54,024 (-10%)
Value$46.4M (-$7.5M)
Filed 2026-11-04
eCIO, Inc.
INCREASED
Shares476,527 from 443,674
Change+32,853 (+7%)
Value$45.0M (+$1.1M)
Filed 2026-11-02
Amarillo National Bank
INCREASED
Shares475,734 from 448,532
Change+27,202 (+6%)
Value$45.0M (+$580.2K)
Filed 2026-10-23
Towercrest Capital Management
INCREASED
Shares471,816 from 443,414
Change+28,402 (+6%)
Value$44.6M (+$726.2K)
Filed 2026-10-23
Ascent Group, LLC
INCREASED
Shares463,037 from 444,260
Change+18,777 (+4%)
Value$43.8M (-$197.4K)
Filed 2026-10-30
Legacy Wealth Partners, LLC
DECREASED
Shares461,720 from 478,994
Change-17,274 (-4%)
Value$43.7M (-$3.8M)
Filed 2026-10-15
DB Fitzpatrick & Co, Inc
DECREASED
Shares441,840 from 444,901
Change-3,061 (-1%)
Value$41.8M (-$2.3M)
Filed 2026-10-19
Cornerstone Management, Inc.
DECREASED
Shares436,905 from 464,929
Change-28,024 (-6%)
Value$41.3M (-$4.7M)
Filed 2026-10-16
Shakespeare Wealth Management, LLC
NEW
Shares432,594
Change+432,594
Value$40.9M
Filed 2026-10-28
Arbor Investment Advisors, LLC
INCREASED
Shares429,261 from 416,709
Change+12,552 (+3%)
Value$40.6M (-$663.5K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares427,273 from 421,730
Change+5,543 (+1%)
Value$40.4M (-$1.3M)
Filed 2026-10-28
Tectonic Advisors LLC
INCREASED
Shares426,401 from 387,622
Change+38,779 (+10%)
Value$40.3M (+$1.9M)
Filed 2026-10-22
First Business Financial Services, Inc.
INCREASED
Shares422,624 from 388,636
Change+33,988 (+9%)
Value$40.0M (+$1.5M)
Filed 2026-10-29
Grey Fox Wealth Advisors, LLC
INCREASED
Shares411,569 from 335,347
Change+76,222 (+23%)
Value$38.9M (+$5.7M)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares403,650 from 377,855
Change+25,795 (+7%)
Value$38.2M (+$761.0K)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares398,926 from 386,468
Change+12,458 (+3%)
Value$37.7M (-$538.2K)
Filed 2026-10-26
Visionary Wealth Advisors
INCREASED
Shares398,846 from 393,563
Change+5,283 (+1%)
Value$37.7M (-$1.2M)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
INCREASED
Shares396,486 from 388,721
Change+7,765 (+2%)
Value$37.5M (-$991.8K)
Filed 2026-10-13
McLean Asset Management Corp
INCREASED
Shares396,385 from 371,519
Change+24,866 (+7%)
Value$38.3M (+$2.1M)
Filed 2026-11-06
Lineweaver Wealth Advisors, LLC
INCREASED
Shares391,692 from 378,591
Change+13,101 (+3%)
Value$37.0M (-$442.4K)
Filed 2026-10-13
First Bank & Trust
INCREASED
Shares382,682 from 366,803
Change+15,879 (+4%)
Value$36.2M (-$127.4K)
Filed 2026-10-19
Discipline Wealth Solutions, LLC
INCREASED
Shares380,984 from 378,419
Change+2,565 (+1%)
Value$36.0M (-$1.4M)
Filed 2026-10-14
Bright Financial Advisors, Inc.
INCREASED
Shares374,575 from 370,792
Change+3,783 (+1%)
Value$35.4M (-$1.3M)
Filed 2026-10-23
LVZ, Inc.
INCREASED
Shares371,002 from 359,346
Change+11,656 (+3%)
Value$35.1M (-$493.6K)
Filed 2026-10-20
Beirne Wealth Consulting Services, LLC
INCREASED
Shares366,927 from 300,743
Change+66,184 (+22%)
Value$34.7M (+$4.9M)
Filed 2026-10-19
Es4, LLC
INCREASED
Shares359,351 from 207,027
Change+152,324 (+74%)
Value$34.0M (+$13.5M)
Filed 2026-11-09
Vise Technologies, Inc.
INCREASED
Shares358,508 from 337,480
Change+21,028 (+6%)
Value$33.9M (+$489.6K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares357,014 from 276,853
Change+80,161 (+29%)
Value$33.8M (+$6.3M)
Filed 2026-10-08
P/E Global LLC
INCREASED
Shares348,201 from 338,206
Change+9,995 (+3%)
Value$32.9M (-$556.7K)
Filed 2026-10-29
Strategic Investment Management, LLC
INCREASED
Shares345,270 from 344,640
Change+630 (+0%)
Value$32.6M (-$1.5M)
Filed 2026-10-20
Fulton Breakefield Broenniman LLC
INCREASED
Shares345,151 from 340,140
Change+5,011 (+1%)
Value$32.6M (-$1.0M)
Filed 2026-11-03
Marquette Asset Management, LLC
INCREASED
Shares343,872 from 325,066
Change+18,806 (+6%)
Value$32.5M (+$334.6K)
Filed 2026-10-09
Summit Asset Management, LLC
INCREASED
Shares339,964 from 324,822
Change+15,142 (+5%)
Value$32.1M (-$10.7K)
Filed 2026-11-05
Unique Wealth, LLC
INCREASED
Shares336,371 from 330,744
Change+5,627 (+2%)
Value$31.8M (-$936.6K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
INCREASED
Shares331,259 from 305,978
Change+25,281 (+8%)
Value$31.3M (+$1.0M)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares331,052 from 318,393
Change+12,659 (+4%)
Value$31.3M (-$216.9K)
Filed 2026-11-04
Fort Henry Capital, LLC
INCREASED
Shares327,314 from 313,230
Change+14,084 (+5%)
Value$30.9M (-$59.3K)
Filed 2026-10-22
Founders Financial Securities LLC
INCREASED
Shares324,788 from 302,046
Change+22,742 (+8%)
Value$30.7M (+$808.9K)
Filed 2026-10-28
AdvisorNet Financial, Inc
DECREASED
Shares322,995 from 342,460
Change-19,465 (-6%)
Value$30.6M (-$3.3M)
Filed 2026-10-15
Perigon Wealth Management, LLC
DECREASED
Shares319,375 from 363,971
Change-44,596 (-12%)
Value$30.2M (-$5.8M)
Filed 2026-10-22
First Citizens Asset Management, Inc.
INCREASED
Shares317,978 from 312,802
Change+5,176 (+2%)
Value$30.1M (-$899.5K)
Filed 2026-11-06
Lutz Financial Services LLC
INCREASED
Shares315,346 from 208,958
Change+106,388 (+51%)
Value$29.8M (+$9.1M)
Filed 2026-11-06
Catalyst Financial Partners LLC
INCREASED
Shares313,477 from 297,735
Change+15,742 (+5%)
Value$29.6M (+$166.3K)
Filed 2026-11-06
Heartwood Wealth Advisors LLC
INCREASED
Shares313,155 from 306,452
Change+6,703 (+2%)
Value$29.6M (-$726.9K)
Filed 2026-10-05
Eley Financial Management, Inc
INCREASED
Shares311,868 from 309,663
Change+2,205 (+1%)
Value$29.5M (-$1.2M)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares310,717 from 307,520
Change+3,197 (+1%)
Value$29.4M (-$1.1M)
Filed 2026-10-30
North Dakota State Investment Board
INCREASED
Shares309,611 from 26,460
Change+283,151 (+1070%)
Value$29.3M (+$26.7M)
Filed 2026-10-27
First Merchants Corp
INCREASED
Shares309,358 from 305,537
Change+3,821 (+1%)
Value$29.2M (-$995.3K)
Filed 2026-10-15
Aspiriant, LLC
INCREASED
Shares308,322 from 263,856
Change+44,466 (+17%)
Value$29.1M (+$3.0M)
Filed 2026-10-16
Commonwealth Financial Services, LLC
DECREASED
Shares302,786 from 407,606
Change-104,820 (-26%)
Value$28.6M (-$11.7M)
Filed 2026-10-20
Hudson Capital Management LLC
INCREASED
Shares302,241 from 284,336
Change+17,905 (+6%)
Value$28.6M (+$430.3K)
Filed 2026-10-20
Financial Designs Corp
INCREASED
Shares298,782 from 288,327
Change+10,455 (+4%)
Value$28.2M (-$291.8K)
Filed 2026-10-09
Acorn Financial Advisory Services Inc
DECREASED
Shares297,746 from 567,447
Change-269,701 (-48%)
Value$28.1M (-$28.0M)
Filed 2026-11-02
SVB Wealth LLC
DECREASED
Shares292,301 from 323,014
Change-30,713 (-10%)
Value$27.6M (-$4.3M)
Filed 2026-11-06
RED Cedar Investment Management, LLC
INCREASED
Shares288,912 from 247,675
Change+41,237 (+17%)
Value$27.3M (+$2.8M)
Filed 2026-11-04
ETF Portfolio Partners, Inc.
DECREASED
Shares287,088 from 325,817
Change-38,729 (-12%)
Value$27.1M (-$5.1M)
Filed 2026-10-22
Ted Buchan & Co
INCREASED
Shares283,243 from 277,977
Change+5,266 (+2%)
Value$26.8M (-$736.4K)
Filed 2026-10-23
Colton Groome Financial Advisors, LLC
INCREASED
Shares280,863 from 270,541
Change+10,322 (+4%)
Value$26.6M (-$225.4K)
Filed 2026-10-06
GP Brinson Investments LLC
UNCHANGED
Shares280,650 from 280,650
Change0 (0%)
Value$26.5M (-$1.2M)
Filed 2026-10-01
Banco Santander, S.A.
NEW
Shares278,177
Change+278,177
Value$26.3M
Filed 2026-11-10
Rakuten Investment Management, Inc.
INCREASED
Shares278,095 from 241,493
Change+36,602 (+15%)
Value$26.3M (+$2.3M)
Filed 2026-10-30
Regions Financial Corp
DECREASED
Shares277,759 from 279,831
Change-2,072 (-1%)
Value$26.3M (-$1.4M)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
DECREASED
Shares276,035 from 308,699
Change-32,664 (-11%)
Value$26.1M (-$4.5M)
Filed 2026-11-04
Patriot Investment Management Group, Inc.
INCREASED
Shares263,852 from 200,698
Change+63,154 (+31%)
Value$24.9M (+$5.1M)
Filed 2026-10-15
Cultivar Capital, Inc.
INCREASED
Shares261,988 from 254,345
Change+7,643 (+3%)
Value$24.8M (-$406.7K)
Filed 2026-10-14
Sowell Financial Services LLC
INCREASED
Shares260,613 from 247,748
Change+12,865 (+5%)
Value$24.6M (+$116.3K)
Filed 2026-10-23
iA Global Asset Management Inc.
UNCHANGED
Shares259,600 from 259,600
Change0 (0%)
Value$24.5M (-$1.2M)
Filed 2026-10-29
Smith & Howard Wealth Management, LLC
INCREASED
Shares259,257 from 161,324
Change+97,933 (+61%)
Value$24.5M (+$8.5M)
Filed 2026-10-27
Matrix Trust Co
INCREASED
Shares259,226 from 257,323
Change+1,903 (+1%)
Value$24.5M (+$24.5M)
Filed 2026-10-07
Florida Trust Wealth Management Co
INCREASED
Shares257,309 from 253,069
Change+4,240 (+2%)
Value$24.3M (-$722.8K)
Filed 2026-11-05
Lifestyle Asset Management, Inc.
INCREASED
Shares254,572 from 99,359
Change+155,213 (+156%)
Value$24.1M (+$14.2M)
Filed 2026-10-20
Great Valley Advisor Group, Inc.
DECREASED
Shares253,217 from 315,575
Change-62,358 (-20%)
Value$23.9M (-$7.3M)
Filed 2026-11-09
Choreo, LLC
DECREASED
Shares250,698 from 256,008
Change-5,310 (-2%)
Value$23.7M (-$1.6M)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED
Shares249,465 from 253,257
Change-3,792 (-1%)
Value$23.6M (-$1.5M)
Filed 2026-10-08
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares249,117 from 232,873
Change+16,244 (+7%)
Value$23.6M (+$501.8K)
Filed 2026-11-09
Flagship Harbor Advisors, LLC
DECREASED
Shares248,215 from 525,911
Change-277,696 (-53%)
Value$23.5M (-$28.6M)
Filed 2026-10-26
Avior Wealth Management, LLC
INCREASED
Shares245,552 from 114,823
Change+130,729 (+114%)
Value$23.2M (+$11.8M)
Filed 2026-10-13
BayBridge Capital Group, LLC
DECREASED
Shares244,217 from 327,035
Change-82,818 (-25%)
Value$23.1M (-$9.3M)
Filed 2026-10-13
Chemung Canal Trust Co
INCREASED
Shares241,793 from 240,707
Change+1,086 (+0%)
Value$22.9M (-$966.1K)
Filed 2026-11-04
Snider Financial Group
DECREASED
Shares237,226 from 246,229
Change-9,003 (-4%)
Value$22.4M (-$1.9M)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares236,175 from 225,843
Change+10,332 (+5%)
Value$22.3M (-$26.0K)
Filed 2026-10-22
Columbia Bank
DECREASED
Shares235,909 from 241,181
Change-5,272 (-2%)
Value$22.3M (-$1.6M)
Filed 2026-10-29
Golden State Wealth Management, LLC
DECREASED
Shares234,703 from 259,018
Change-24,315 (-9%)
Value$22.2M (-$3.4M)
Filed 2026-11-02
Watershed Private Wealth LLC
INCREASED
Shares231,883 from 203,469
Change+28,414 (+14%)
Value$21.9M (+$1.8M)
Filed 2026-10-30
Diversified Trust Co
DECREASED
Shares231,154 from 254,098
Change-22,944 (-9%)
Value$21.9M (-$3.3M)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares230,530 from 86,237
Change+144,293 (+167%)
Value$21.8M (+$13.3M)
Filed 2026-10-23
Thayer Partners, LLC / MA
INCREASED
Shares228,947 from 224,064
Change+4,883 (+2%)
Value$21.6M (-$533.2K)
Filed 2026-11-06
TCI Wealth Advisors, Inc.
INCREASED
Shares223,239 from 200,623
Change+22,616 (+11%)
Value$21.1M (+$1.2M)
Filed 2026-10-30
Harbour Investments, Inc.
DECREASED
Shares223,085 from 231,503
Change-8,418 (-4%)
Value$21.1M (-$1.8M)
Filed 2026-11-09
Alliance Wealth Management Group
INCREASED
Shares222,896 from 212,383
Change+10,513 (+5%)
Value$21.1M (+$52.2K)
Filed 2026-10-29
Omega Financial Group, LLC
INCREASED
Shares222,691 from 216,553
Change+6,138 (+3%)
Value$21.1M (-$381.2K)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares222,542 from 248,550
Change-26,008 (-10%)
Value$21.0M (-$3.6M)
Filed 2026-11-09
Tanager Wealth Management LLP
DECREASED
Shares222,208 from 227,275
Change-5,067 (-2%)
Value$21.0M (-$1.5M)
Filed 2026-10-19
Insight 2811, Inc.
INCREASED
Shares221,152 from 214,231
Change+6,921 (+3%)
Value$20.9M (-$296.8K)
Filed 2026-11-06
North Berkeley Wealth Management, LLC
INCREASED
Shares220,583 from 163,252
Change+57,331 (+35%)
Value$20.9M (+$4.7M)
Filed 2026-11-02
Level Four Advisory Services, LLC
DECREASED
Shares217,626 from 222,404
Change-4,778 (-2%)
Value$20.6M (-$1.4M)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares215,036 from 214,136
Change+900 (+0%)
Value$20.3M (-$865.6K)
Filed 2026-10-19
Sunesis Advisors, LLC
INCREASED
Shares212,227 from 201,340
Change+10,887 (+5%)
Value$20.1M (+$135.3K)
Filed 2026-10-26
Scissortail Wealth Management, LLC
INCREASED
Shares210,082 from 202,137
Change+7,945 (+4%)
Value$19.9M (-$146.4K)
Filed 2026-11-03
West Paces Advisors Inc.
INCREASED
Shares208,626 from 46,975
Change+161,651 (+344%)
Value$19.7M (+$15.1M)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares207,809 from 220,202
Change-12,393 (-6%)
Value$19.6M (-$2.1M)
Filed 2026-10-06
DSG Capital Advisors, LLC
DECREASED
Shares204,128 from 207,656
Change-3,528 (-2%)
Value$19.3M (-$1.1M)
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares203,677 from 169
Change+203,508 (+120419%)
Value$19.3M (+$19.2M)
Filed 2026-11-03
Chesapeake Wealth Management
INCREASED
Shares202,594 from 202,075
Change+519 (+0%)
Value$19.2M (-$848.1K)
Filed 2026-11-09
First Hawaiian Bank
DECREASED
Shares201,761 from 241,175
Change-39,414 (-16%)
Value$19.1M (-$4.8M)
Filed 2026-10-14
Kelly Financial Group LLC
DECREASED
Shares199,193 from 204,205
Change-5,012 (-2%)
Value$18.8M (-$1.4M)
Filed 2026-10-16
Genus Capital Management Inc.
INCREASED
Shares198,830 from 167,450
Change+31,380 (+19%)
Value$18.8M (+$2.2M)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares196,345 from 183,008
Change+13,337 (+7%)
Value$18.6M (+$448.3K)
Filed 2026-11-02
Joel Adams & Associates, Inc.
INCREASED
Shares196,248 from 191,138
Change+5,110 (+3%)
Value$18.6M (-$365.5K)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
INCREASED
Shares195,133 from 188,336
Change+6,797 (+4%)
Value$18.4M (-$193.7K)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
INCREASED
Shares192,946 from 146,751
Change+46,195 (+31%)
Value$18.2M (+$3.8M)
Filed 2026-10-20
Nwam LLC
INCREASED
Shares192,672 from 155,802
Change+36,870 (+24%)
Value$18.2M (+$2.8M)
Filed 2026-11-09
Belpointe Asset Management LLC
INCREASED
Shares192,233 from 113,917
Change+78,316 (+69%)
Value$18.2M (+$6.9M)
Filed 2026-11-09
Meridian Management Co
INCREASED
Shares191,123 from 186,700
Change+4,423 (+2%)
Value$18.1M (-$410.8K)
Filed 2026-11-06
TCP Asset Management, LLC
INCREASED
Shares188,991 from 183,413
Change+5,578 (+3%)
Value$17.8M (-$341.8K)
Filed 2026-10-14
Peddock Capital Advisors, LLC
INCREASED
Shares187,329 from 178,644
Change+8,685 (+5%)
Value$17.7M (+$27.9K)
Filed 2026-10-16
Fortis Capital Advisors, LLC
INCREASED
Shares185,625 from 81,785
Change+103,840 (+127%)
Value$17.5M (+$9.5M)
Filed 2026-11-09
Oppenheimer Asset Management Inc.
INCREASED
Shares184,125 from 174,438
Change+9,687 (+6%)
Value$17.4M (+$141.3K)
Filed 2026-10-27
Mullooly Asset Management, Inc.
INCREASED
Shares183,238 from 160,987
Change+22,251 (+14%)
Value$17.3M (+$1.4M)
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares181,697 from 74,824
Change+106,873 (+143%)
Value$17.2M (+$9.8M)
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares179,013 from 187,656
Change-8,643 (-5%)
Value$16.9M (-$1.7M)
Filed 2026-10-26
Fifth Third Securities, Inc.
INCREASED
Shares176,312 from 146,764
Change+29,548 (+20%)
Value$16.7M (+$2.1M)
Filed 2026-10-21
Merit Financial Group, LLC
DECREASED
Shares173,718 from 181,117
Change-7,399 (-4%)
Value$16.4M (-$1.5M)
Filed 2026-11-06
Washington Trust Co
DECREASED
Shares172,468 from 173,092
Change-624 (0%)
Value$16.3M (-$827.5K)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED
Shares171,487 from 163,475
Change+8,012 (+5%)
Value$16.2M (+$31.6K)
Filed 2026-10-29
Caldwell Trust Co
INCREASED
Shares169,602 from 158,921
Change+10,681 (+7%)
Value$16.0M (+$304.2K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares165,855 from 154,080
Change+11,775 (+8%)
Value$15.7M (+$429.2K)
Filed 2026-11-03
Evensky & Katz LLC
INCREASED
Shares165,832 from 155,002
Change+10,830 (+7%)
Value$15.7M (+$336.0K)
Filed 2026-10-27
Family Capital Trust Co
DECREASED
Shares164,049 from 164,373
Change-324 (0%)
Value$15.5M (-$760.4K)
Filed 2026-10-22
FC Advisory LLC
INCREASED
Shares162,365 from 152,147
Change+10,218 (+7%)
Value$15.3M (+$290.4K)
Filed 2026-10-05
Stanich Group LLC
NEW
Shares161,137
Change+161,137
Value$15.2M
Filed 2026-10-16
Robinswood Financial LLC
DECREASED
Shares160,517 from 163,669
Change-3,152 (-2%)
Value$15.3M (-$933.2K)
Filed 2026-10-20
Sound Financial Strategies Group, LLC
DECREASED
Shares159,501 from 160,502
Change-1,001 (-1%)
Value$15.1M (-$807.3K)
Filed 2026-10-30
BCS Wealth Management
INCREASED
Shares157,869 from 142,203
Change+15,666 (+11%)
Value$14.9M (+$849.7K)
Filed 2026-11-03
Sfam, LLC
INCREASED
Shares157,788 from 144,594
Change+13,194 (+9%)
Value$14.9M (+$605.4K)
Filed 2026-11-03
Providence First Trust Co
INCREASED
Shares157,075 from 153,747
Change+3,328 (+2%)
Value$14.8M (-$368.0K)
Filed 2026-11-02
Fagan Associates, Inc.
INCREASED
Shares154,538 from 153,268
Change+1,270 (+1%)
Value$14.6M (-$560.5K)
Filed 2026-10-13
Greenwood Capital Associates LLC
INCREASED
Shares154,001 from 145,605
Change+8,396 (+6%)
Value$14.6M (+$147.2K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares153,645 from 135,121
Change+18,524 (+14%)
Value$14.5M (+$1.2M)
Filed 2026-11-05
Donaldson Capital Management, LLC
INCREASED
Shares152,743 from 149,048
Change+3,695 (+2%)
Value$14.4M (-$312.5K)
Filed 2026-11-09
PFG Advisors
INCREASED
Shares152,302 from 94,895
Change+57,407 (+61%)
Value$14.4M (+$5.0M)
Filed 2026-10-16
Montecito Bank & Trust
INCREASED
Shares152,156 from 150,950
Change+1,206 (+1%)
Value$14.4M (-$556.2K)
Filed 2026-10-01
Strategic Financial Group, LLC
DECREASED
Shares151,788 from 176,302
Change-24,514 (-14%)
Value$14.4M (-$3.1M)
Filed 2026-10-08
High Note Wealth, LLC
INCREASED
Shares150,847 from 142,048
Change+8,799 (+6%)
Value$14.3M (+$201.2K)
Filed 2026-10-27
CVS Health Corp
UNCHANGED
Shares149,700 from 149,700
Change0 (0%)
Value$14.2M (-$664.7K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares149,551 from 177,616
Change-28,065 (-16%)
Value$14.1M (-$3.4M)
Filed 2026-10-28
Ashton Thomas Securities, LLC
NEW
Shares149,455
Change+149,455
Value$14.1M
Filed 2026-10-26
Old National Bancorp
INCREASED
Shares149,057 from 148,288
Change+769 (+1%)
Value$14.1M (-$585.7K)
Filed 2026-10-20
Catalyst Capital Advisors LLC
INCREASED
Shares147,733 from 142,032
Change+5,701 (+4%)
Value$14.0M (-$91.6K)
Filed 2026-11-02
One Day In July LLC
INCREASED
Shares147,583 from 144,680
Change+2,903 (+2%)
Value$14.0M (-$367.9K)
Filed 2026-10-30
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares146,827 from 140,716
Change+6,111 (+4%)
Value$13.9M (-$47.0K)
Filed 2026-10-13
Asset Allocation Strategies LLC
INCREASED
Shares146,608 from 139,076
Change+7,532 (+5%)
Value$13.9M (+$94.6K)
Filed 2026-10-20
Somnio Financial Group, LLC
INCREASED
Shares145,999 from 141,923
Change+4,076 (+3%)
Value$13.8M (-$244.8K)
Filed 2026-10-26
Thompson Siegel & Walmsley LLC
INCREASED
Shares144,368 from 22,989
Change+121,379 (+528%)
Value$13.6M (+$11.4M)
Filed 2026-11-05
Accelerate Investment Advisors LLC
INCREASED
Shares142,537 from 131,339
Change+11,198 (+9%)
Value$13.5M (+$475.5K)
Filed 2026-11-02
North Star Investment Management Corp.
INCREASED
Shares141,572 from 66,547
Change+75,025 (+113%)
Value$13.4M (+$6.8M)
Filed 2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares140,225 from 123,521
Change+16,704 (+14%)
Value$13.3M (+$1.0M)
Filed 2026-10-14
Calamos Wealth Management LLC
DECREASED
Shares139,902 from 142,503
Change-2,601 (-2%)
Value$13.2M (-$878.6K)
Filed 2026-11-02
LMG Wealth Partners, LLC
INCREASED
Shares139,428 from 136,337
Change+3,091 (+2%)
Value$13.2M (-$313.1K)
Filed 2026-11-05
Motive Wealth Advisors
DECREASED
Shares138,743 from 151,575
Change-12,832 (-8%)
Value$13.1M (-$1.9M)
Filed 2026-10-26
Townsend Financial Planning, LLC
INCREASED
Shares138,399 from 132,713
Change+5,686 (+4%)
Value$13.1M (-$51.6K)
Filed 2026-11-02
High Net Worth Advisory Group LLC
DECREASED
Shares134,765 from 140,341
Change-5,576 (-4%)
Value$12.7M (-$1.2M)
Filed 2026-10-26
Foguth Wealth Management, Llc.
DECREASED
Shares132,834 from 160,313
Change-27,479 (-17%)
Value$12.7M (-$3.0M)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares132,558 from 131,882
Change+676 (+1%)
Value$12.8M (-$280.9K)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares132,324 from 236,811
Change-104,487 (-44%)
Value$12.5M (-$10.9M)
Filed 2026-11-06
Aquire Wealth Advisors, LLC
INCREASED
Shares130,947 from 129,620
Change+1,327 (+1%)
Value$12.4M (-$450.1K)
Filed 2026-10-23
Diversify Wealth Management, LLC
DECREASED
Shares130,818 from 156,611
Change-25,793 (-16%)
Value$12.5M (-$2.8M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares130,818 from 156,611
Change-25,793 (-16%)
Value$12.5M (-$2.8M)
Filed 2026-10-20
Freestate Advisors LLC
DECREASED
Shares130,766 from 137,105
Change-6,339 (-5%)
Value$12.4M (-$1.2M)
Filed 2026-10-09
Facet Wealth, Inc.
DECREASED
Shares130,324 from 142,416
Change-12,092 (-8%)
Value$12.3M (-$1.8M)
Filed 2026-11-04
OFS Enterprise LLC
INCREASED
Shares129,959 from 129,872
Change+87 (+0%)
Value$12.3M (-$568.4K)
Filed 2026-10-16
LeConte Wealth Management, LLC
INCREASED
Shares128,660 from 117,507
Change+11,153 (+9%)
Value$12.2M (+$532.7K)
Filed 2026-10-20
King Luther Capital Management Corp
INCREASED
Shares128,256 from 122,041
Change+6,215 (+5%)
Value$12.1M (+$45.7K)
Filed 2026-11-05
Bluestem Financial Advisors, LLC
INCREASED
Shares126,676 from 42,691
Change+83,985 (+197%)
Value$12.0M (+$7.8M)
Filed 2026-10-20
Peak Financial Management, Inc.
INCREASED
Shares126,565 from 125,149
Change+1,416 (+1%)
Value$12.0M (-$421.8K)
Filed 2026-10-16
U S Wealth Group, Llc.
DECREASED
Shares124,632 from 125,476
Change-844 (-1%)
Value$11.8M (-$637.0K)
Filed 2026-11-09
Lighthouse Financial Services Inc
INCREASED
Shares124,448 from 122,587
Change+1,861 (+2%)
Value$11.8M (-$309.6K)
Filed 2026-11-02
Slow Capital, Inc.
DECREASED
Shares124,297 from 127,150
Change-2,853 (-2%)
Value$11.8M (-$834.3K)
Filed 2026-10-23
Aspen Wealth Management LLC
INCREASED
Shares123,830 from 36,858
Change+86,972 (+236%)
Value$11.7M (+$8.1M)
Filed 2026-10-14
Merited Wealth, LLC
INCREASED
Shares123,604 from 108,259
Change+15,345 (+14%)
Value$11.7M (+$970.1K)
Filed 2026-10-13
Carbahal Olsen Financial Services Group, LLC
INCREASED
Shares123,353 from 118,579
Change+4,774 (+4%)
Value$11.7M (-$75.2K)
Filed 2026-11-05
Central Bank & Trust Co
INCREASED
Shares122,146 from 121,637
Change+509 (+0%)
Value$11.5M (-$491.9K)
Filed 2026-10-09
Timonier Family Office, Ltd.
DECREASED
Shares121,114 from 121,246
Change-132 (0%)
Value$11.5M (-$550.8K)
Filed 2026-11-03
Accurate Wealth Management, LLC
INCREASED
Shares120,698 from 113,261
Change+7,437 (+7%)
Value$11.4M (+$322.7K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares120,526 from 110,518
Change+10,008 (+9%)
Value$11.4M (+$455.5K)
Filed 2026-11-05
Wescott Financial Advisory Group, LLC
INCREASED
Shares120,390 from 120,222
Change+168 (+0%)
Value$11.4M (-$517.8K)
Filed 2026-11-09
Axxcess Wealth Management, LLC
DECREASED
Shares120,192 from 1,850,416
Change-1,730,224 (-93%)
Value$11.4M (-$171.8M)
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares119,118 from 121,624
Change-2,506 (-2%)
Value$11.3M (-$776.9K)
Filed 2026-10-23
Cosner Financial Group, LLC
INCREASED
Shares117,812 from 111,674
Change+6,138 (+6%)
Value$11.3M (+$236.2K)
Filed 2026-11-03
Tassel Capital Management, Inc.
INCREASED
Shares117,714 from 22,414
Change+95,300 (+425%)
Value$11.1M (+$8.9M)
Filed 2026-10-20
Independent Solutions Wealth Management, LLC
INCREASED
Shares114,193 from 112,822
Change+1,371 (+1%)
Value$10.8M (-$371.3K)
Filed 2026-10-28
Koenig Investment Advisory, LLC
INCREASED
Shares113,444 from 107,644
Change+5,800 (+5%)
Value$10.7M (+$70.3K)
Filed 2026-10-09
Juncture Wealth Strategies, LLC
INCREASED
Shares113,074 from 100,001
Change+13,073 (+13%)
Value$10.7M (+$791.9K)
Filed 2026-10-06
Westside Investment Management, Inc.
INCREASED
Shares113,070 from 99,000
Change+14,070 (+14%)
Value$10.7M (+$889.3K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares112,887 from 113,612
Change-725 (-1%)
Value$10.7M (-$573.0K)
Filed 2026-10-28
Corepath Wealth Partners LLC
DECREASED
Shares112,635 from 123,414
Change-10,779 (-9%)
Value$10.6M (-$1.5M)
Filed 2026-10-21
Harpswell Capital Advisors, LLC
INCREASED
Shares112,528 from 110,163
Change+2,365 (+2%)
Value$10.6M (-$265.5K)
Filed 2026-10-09
Geneos Wealth Management Inc.
DECREASED
Shares112,025 from 113,756
Change-1,731 (-2%)
Value$10.6M (-$668.8K)
Filed 2026-11-09
Phillips Financial Management, LLC
DECREASED
Shares110,610 from 122,304
Change-11,694 (-10%)
Value$10.5M (-$1.6M)
Filed 2026-10-19
Storen Legacy Partners, LLC
INCREASED
Shares109,772 from 100,232
Change+9,540 (+10%)
Value$10.4M (+$456.8K)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
DECREASED
Shares108,078 from 109,462
Change-1,384 (-1%)
Value$10.2M (-$616.8K)
Filed 2026-10-23
Money Concepts Capital Corp
DECREASED
Shares107,070 from 114,310
Change-7,240 (-6%)
Value$10.1M (-$1.2M)
Filed 2026-11-06
Tanglewood Wealth Management, Inc.
NEW
Shares107,011
Change+107,011
Value$10.1M
Filed 2026-10-23
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares105,005 from 102,330
Change+2,675 (+3%)
Value$9.9M (-$201.5K)
Filed 2026-10-22
StoryOne LLC
INCREASED
Shares104,970 from 61,681
Change+43,289 (+70%)
Value$9.9M (+$3.8M)
Filed 2026-10-13
Parkway Wealth Management Group, LLC
DECREASED
Shares104,795 from 119,824
Change-15,029 (-13%)
Value$9.9M (-$2.0M)
Filed 2026-10-20
Columbus Macro, LLC
INCREASED
Shares104,250 from 93,981
Change+10,269 (+11%)
Value$9.9M (+$553.6K)
Filed 2026-10-14
Acima Private Wealth, LLC
DECREASED
Shares103,603 from 103,994
Change-391 (0%)
Value$9.8M (-$498.7K)
Filed 2026-10-05
ACT Wealth Management, LLC
INCREASED
Shares102,518 from 93,582
Change+8,936 (+10%)
Value$9.7M (+$429.4K)
Filed 2026-10-09
Ndwm LLC
DECREASED
Shares102,223 from 127,840
Change-25,617 (-20%)
Value$9.7M (-$3.0M)
Filed 2026-11-05
Investment Research Partners LLC
DECREASED
Shares102,219 from 104,143
Change-1,924 (-2%)
Value$9.7M (-$644.3K)
Filed 2026-10-19
Mann Financial Group, Inc.
DECREASED
Shares101,599 from 128,194
Change-26,595 (-21%)
Value$9.6M (-$3.1M)
Filed 2026-10-15
Livet Wealth, LLC
INCREASED
Shares101,038 from 92,065
Change+8,973 (+10%)
Value$9.6M (+$439.6K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares100,925 from 93,781
Change+7,144 (+8%)
Value$9.5M (+$259.0K)
Filed 2026-10-16
Cheviot Value Management, LLC
INCREASED
Shares99,738 from 35,825
Change+63,913 (+178%)
Value$9.4M (+$5.9M)
Filed 2026-11-09
Lanark Financial, Inc.
INCREASED
Shares99,702 from 81,024
Change+18,678 (+23%)
Value$9.4M (+$1.4M)
Filed 2026-10-26
Amtrust Financial Services, Inc.
UNCHANGED
Shares98,560 from 98,560
Change0 (0%)
Value$9.3M (-$437.6K)
Filed 2026-10-19
Financial Planning Navigators Corp
INCREASED
Shares97,822 from 94,162
Change+3,660 (+4%)
Value$9.2M (-$72.1K)
Filed 2026-10-14
TPG Advisors LLC
INCREASED
Shares96,749 from 92,818
Change+3,931 (+4%)
Value$9.1M (-$40.5K)
Filed 2026-10-16
Frisco Financial Planning LLC
INCREASED
Shares96,674 from 94,135
Change+2,539 (+3%)
Value$9.1M (-$178.0K)
Filed 2026-10-05
Founders Grove Wealth Partners, LLC
INCREASED
Shares96,171 from 92,585
Change+3,586 (+4%)
Value$9.1M (-$72.1K)
Filed 2026-10-16
Country Trust Bank
DECREASED
Shares95,660 from 112,229
Change-16,569 (-15%)
Value$9.0M (-$2.1M)
Filed 2026-10-30
Oasis Advisors, LLC
INCREASED
Shares95,396 from 76,980
Change+18,416 (+24%)
Value$9.0M (+$1.4M)
Filed 2026-10-16
Vericrest Private Wealth
INCREASED
Shares94,998 from 90,226
Change+4,772 (+5%)
Value$9.0M (+$50.6K)
Filed 2026-10-21
Blankinship & Foster, LLC
DECREASED
Shares93,823 from 99,129
Change-5,306 (-5%)
Value$8.9M (-$941.7K)
Filed 2026-10-19
Optas, LLC
DECREASED
Shares93,774 from 101,009
Change-7,235 (-7%)
Value$8.9M (-$1.1M)
Filed 2026-11-09
Clearwater Capital Advisors, LLC
DECREASED
Shares93,569 from 95,075
Change-1,506 (-2%)
Value$8.8M (-$564.5K)
Filed 2026-11-06
Flagstar Securities, Inc
INCREASED
Shares93,315 from 74,995
Change+18,320 (+24%)
Value$8.8M (+$1.4M)
Filed 2026-10-15
Farmers & Merchants Investments Inc
INCREASED
Shares92,788 from 84,038
Change+8,750 (+10%)
Value$8.8M (+$454.1K)
Filed 2026-10-22
Atwater Malick LLC
INCREASED
Shares92,316 from 62,545
Change+29,771 (+48%)
Value$8.7M (+$2.5M)
Filed 2026-10-15
Lodestar Private Asset Management LLC
INCREASED
Shares91,915 from 8,323
Change+83,592 (+1004%)
Value$8.7M (+$7.9M)
Filed 2026-10-26
Coastline Trust Co
DECREASED
Shares91,638 from 117,726
Change-26,088 (-22%)
Value$8.7M (-$3.0M)
Filed 2026-10-01
Durante & Waters, LLC
DECREASED
Shares90,535 from 90,657
Change-122 (0%)
Value$8.6M (-$414.1K)
Filed 2026-10-28
Addis & Hill, Inc
UNCHANGED
Shares90,456 from 90,456
Change0 (0%)
Value$9.0M ($0)
Filed 2026-10-19
NewSquare Capital LLC
DECREASED
Shares90,408 from 93,072
Change-2,664 (-3%)
Value$8.5M (-$665.1K)
Filed 2026-11-06
Aventus Investment Advisors, Inc.
INCREASED
Shares89,996 from 88,891
Change+1,105 (+1%)
Value$8.5M (-$290.2K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
INCREASED
Shares89,994 from 87,947
Change+2,047 (+2%)
Value$8.6M (+$75.0K)
Filed 2026-10-27
Financial & Tax Architects, LLC
INCREASED
Shares89,591 from 89,492
Change+99 (+0%)
Value$8.5M (-$388.0K)
Filed 2026-10-15
Emergent Wealth Advisors, LLC
DECREASED
Shares88,849 from 91,216
Change-2,367 (-3%)
Value$8.4M (-$579.2K)
Filed 2026-10-09
Firestone Capital Management
DECREASED
Shares88,496 from 90,448
Change-1,952 (-2%)
Value$8.4M (-$586.1K)
Filed 2026-11-03
Pinnacle Financial Group, LLC / IL
DECREASED
Shares87,905 from 89,833
Change-1,928 (-2%)
Value$8.3M (-$581.1K)
Filed 2026-10-29
Erickson Financial Group, LLC
INCREASED
Shares86,816 from 84,132
Change+2,684 (+3%)
Value$8.2M (-$119.8K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares86,520 from 85,658
Change+862 (+1%)
Value$8.2M (-$298.9K)
Filed 2026-10-15
Glenview Trust Co
INCREASED
Shares86,136 from 57,664
Change+28,472 (+49%)
Value$8.1M (+$2.4M)
Filed 2026-10-28
Global Assets Advisory, LLC
INCREASED
Shares85,008 from 80,280
Change+4,728 (+6%)
Value$8.0M (+$78.4K)
Filed 2026-10-28
Chesley Taft & Associates LLC
INCREASED
Shares84,243 from 83,979
Change+264 (+0%)
Value$8.0M (-$347.9K)
Filed 2026-10-13
Greykasell Wealth Strategies, Inc.
INCREASED
Shares83,832 from 82,761
Change+1,071 (+1%)
Value$7.9M (-$266.2K)
Filed 2026-11-09
WealthPLAN Partners, LLC
INCREASED
Shares83,073 from 68,139
Change+14,934 (+22%)
Value$7.9M (+$1.1M)
Filed 2026-10-15
CFS Investment Advisory Services, LLC
DECREASED
Shares82,527 from 87,256
Change-4,729 (-5%)
Value$7.8M (-$817.1K)
Filed 2026-10-19
Liberty Atlantic Advisors LLC
INCREASED
Shares82,077 from 69,587
Change+12,490 (+18%)
Value$7.8M (+$871.8K)
Filed 2026-10-14
FDx Advisors, Inc.
DECREASED
Shares81,855 from 82,452
Change-597 (-1%)
Value$7.7M (-$422.0K)
Filed 2026-11-09
Private Client Services, LLC
INCREASED
Shares81,544 from 77,345
Change+4,199 (+5%)
Value$7.7M (+$53.6K)
Filed 2026-10-02
Atlas Private Wealth Advisors
INCREASED
Shares81,140 from 77,621
Change+3,519 (+5%)
Value$7.7M (-$11.9K)
Filed 2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED
Shares81,049 from 81,049
Change0 (0%)
Value$8.0M ($0)
Filed 2026-10-22
Boomfish Wealth Group, LLC
DECREASED
Shares78,271 from 81,036
Change-2,765 (-3%)
Value$7.4M (-$621.2K)
Filed 2026-10-22
Alamar Capital Management, LLC
INCREASED
Shares78,086 from 77,150
Change+936 (+1%)
Value$7.4M (-$254.1K)
Filed 2026-11-02
MKD Wealth Coaches, LLC
INCREASED
Shares77,644 from 75,702
Change+1,942 (+3%)
Value$7.3M (-$152.5K)
Filed 2026-10-09
Quartz Partners, LLC
INCREASED
Shares77,149 from 54,027
Change+23,122 (+43%)
Value$7.3M (+$1.9M)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares77,006 from 72,033
Change+4,973 (+7%)
Value$7.3M (+$150.3K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
INCREASED
Shares76,823 from 66,807
Change+10,016 (+15%)
Value$7.3M (+$650.3K)
Filed 2026-10-23
Sellwood Investment Partners LLC
INCREASED
Shares76,715 from 72,941
Change+3,774 (+5%)
Value$7.3M (+$33.0K)
Filed 2026-11-03
Triad Wealth Partners, LLC
INCREASED
Shares75,899 from 71,989
Change+3,910 (+5%)
Value$7.2M (+$173.8K)
Filed 2026-10-26
Sovran Advisors, LLC
DECREASED
Shares75,561 from 81,393
Change-5,832 (-7%)
Value$7.3M (-$704.8K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
INCREASED
Shares75,188 from 73,919
Change+1,269 (+2%)
Value$7.1M (-$208.2K)
Filed 2026-10-15
Advisory Solutions Group, LLC
NEW
Shares75,165
Change+75,165
Value$7.1M
Filed 2026-10-14
Navigate Wealth Management, LLC
DECREASED
Shares75,148 from 81,078
Change-5,930 (-7%)
Value$7.1M (-$853.6K)
Filed 2026-10-14
James Investment Research, Inc.
INCREASED
Shares75,019 from 73,937
Change+1,082 (+1%)
Value$7.1M (-$226.0K)
Filed 2026-10-22
City State Bank
DECREASED
Shares74,892 from 75,203
Change-311 (0%)
Value$7.1M (-$363.3K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares74,183 from 105,579
Change-31,396 (-30%)
Value$7.0M (-$3.4M)
Filed 2026-10-23
Plimoth Trust Co LLC
INCREASED
Shares73,542 from 71,571
Change+1,971 (+3%)
Value$7.0M (-$131.4K)
Filed 2026-10-26
Stone Wealth Partners
INCREASED
Shares73,119 from 54,789
Change+18,330 (+33%)
Value$6.9M (+$1.5M)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares72,495 from 75,355
Change-2,860 (-4%)
Value$6.9M (-$605.0K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares72,173 from 57,694
Change+14,479 (+25%)
Value$6.8M (+$1.1M)
Filed 2026-11-05
Tactive Advisors, LLC
INCREASED
Shares72,122 from 37,435
Change+34,687 (+93%)
Value$6.8M (+$3.1M)
Filed 2026-10-08
Envision Financial LLC
INCREASED
Shares71,947 from 61,322
Change+10,625 (+17%)
Value$6.8M (+$732.2K)
Filed 2026-10-15
Kagan Cocozza Asset Management
DECREASED
Shares71,598 from 72,064
Change-466 (-1%)
Value$6.8M (-$364.0K)
Filed 2026-10-19
Grove Bank & Trust
INCREASED
Shares69,761 from 64,508
Change+5,253 (+8%)
Value$6.6M (+$210.2K)
Filed 2026-10-08
Hudock, Inc.
DECREASED
Shares69,726 from 212,568
Change-142,842 (-67%)
Value$6.6M (-$14.4M)
Filed 2026-10-14
Naples Global Advisors, LLC
DECREASED
Shares69,678 from 70,311
Change-633 (-1%)
Value$6.6M (-$372.0K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares69,648 from 65,796
Change+3,852 (+6%)
Value$6.6M (+$72.0K)
Filed 2026-10-23
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares69,361 from 87,059
Change-17,698 (-20%)
Value$6.6M (-$2.1M)
Filed 2026-10-22
Midwest Professional Planners, Ltd.
INCREASED
Shares69,282 from 68,382
Change+900 (+1%)
Value$6.5M (-$218.5K)
Filed 2026-10-29
FSA Wealth Partners, Inc.
DECREASED
Shares68,802 from 70,525
Change-1,723 (-2%)
Value$6.5M (-$476.0K)
Filed 2026-10-26
MCF Advisors LLC
DECREASED
Shares68,628 from 68,847
Change-219 (0%)
Value$6.5M (-$326.4K)
Filed 2026-10-28
Redwood Park Advisors LLC
DECREASED
Shares68,177 from 68,593
Change-416 (-1%)
Value$6.4M (-$343.9K)
Filed 2026-11-02
Canvas Wealth Advisors, LLC
INCREASED
Shares67,648 from 58,191
Change+9,457 (+16%)
Value$6.5M (+$744.7K)
Filed 2026-11-02
Little House Capital LLC
INCREASED
Shares66,801 from 62,722
Change+4,079 (+7%)
Value$6.3M (+$107.1K)
Filed 2026-11-06
RKL Wealth Management LLC
INCREASED
Shares66,388 from 63,551
Change+2,837 (+4%)
Value$6.3M (-$13.9K)
Filed 2026-10-16
IFG Advisory, LLC
DECREASED
Shares66,338 from 71,640
Change-5,302 (-7%)
Value$6.3M (-$819.3K)
Filed 2026-11-09
Ground Swell Capital, LLC
NEW
Shares66,127
Change+66,127
Value$6.3M
Filed 2026-11-09
DMC Group, LLC
INCREASED
Shares66,040 from 59,258
Change+6,782 (+11%)
Value$6.2M (+$378.1K)
Filed 2026-10-26
Alhambra Investment Management LLC
INCREASED
Shares65,241 from 28,251
Change+36,990 (+131%)
Value$6.2M (+$3.4M)
Filed 2026-10-15
Ullmann Wealth Partners Group, LLC
INCREASED
Shares64,626 from 42,437
Change+22,189 (+52%)
Value$6.1M (+$1.9M)
Filed 2026-11-02
Quattro Financial Advisors LLC
DECREASED
Shares64,362 from 64,724
Change-362 (-1%)
Value$6.1M (-$321.6K)
Filed 2026-10-15
Destiny Capital Corp
DECREASED
Shares63,565 from 64,530
Change-965 (-1%)
Value$6.0M (-$377.8K)
Filed 2026-11-03
Summit Wealth Group, LLC
INCREASED
Shares63,356 from 62,901
Change+455 (+1%)
Value$6.0M (-$236.2K)
Filed 2026-11-09
Joseph P. Lucia & Associates, LLC
INCREASED
Shares62,933 from 62,691
Change+242 (+0%)
Value$5.9M (-$255.4K)
Filed 2026-10-30
Ameliora Wealth Management Ltd.
DECREASED
Shares62,920 from 64,790
Change-1,870 (-3%)
Value$5.9M (-$464.5K)
Filed 2026-10-23
Thompson Investment Management, Inc.
INCREASED
Shares62,189 from 56,395
Change+5,794 (+10%)
Value$5.9M (+$297.4K)
Filed 2026-10-14
Redw Wealth LLC
DECREASED
Shares62,054 from 68,062
Change-6,008 (-9%)
Value$5.9M (-$870.2K)
Filed 2026-11-02
Vicus Capital
DECREASED
Shares62,053 from 374,512
Change-312,459 (-83%)
Value$5.9M (-$31.2M)
Filed 2026-11-05
Arrow Financial Corp
DECREASED
Shares61,616 from 62,177
Change-561 (-1%)
Value$5.8M (-$329.1K)
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares61,436 from 15,898
Change+45,538 (+286%)
Value$5.8M (+$4.2M)
Filed 2026-10-22
Sharper & Granite LLC
DECREASED
Shares61,125 from 62,648
Change-1,523 (-2%)
Value$6.1M (-$133.0K)
Filed 2026-11-02
Aspect Partners, LLC
DECREASED
Shares61,050 from 62,920
Change-1,870 (-3%)
Value$5.8M (-$456.2K)
Filed 2026-10-20
Walker Financial Services, Inc.
DECREASED
Shares60,429 from 75,444
Change-15,015 (-20%)
Value$5.7M (-$1.8M)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares60,243 from 47,398
Change+12,845 (+27%)
Value$5.7M (+$1.0M)
Filed 2026-10-26
Sincerus Advisory, LLC
INCREASED
Shares59,978 from 56,089
Change+3,889 (+7%)
Value$5.7M (+$118.6K)
Filed 2026-10-09
May Hill Capital, LLC
INCREASED
Shares59,902 from 34,158
Change+25,744 (+75%)
Value$5.7M (+$2.3M)
Filed 2026-11-03
Innova Wealth Partners
DECREASED
Shares59,802 from 66,593
Change-6,791 (-10%)
Value$5.7M (-$937.7K)
Filed 2026-10-21
Lpwm LLC
DECREASED
Shares59,651 from 60,164
Change-513 (-1%)
Value$5.6M (-$315.6K)
Filed 2026-10-20
River's Edge Wealth Management, LLC
DECREASED
Shares59,499 from 63,520
Change-4,021 (-6%)
Value$5.7M (-$558.8K)
Filed 2026-10-19
CX Institutional
DECREASED
Shares58,821 from 86,726
Change-27,905 (-32%)
Value$5.6M (+$5.6M)
Filed 2026-10-02
PlanVest Financial, Inc
INCREASED
Shares58,518 from 50,659
Change+7,859 (+16%)
Value$5.5M (+$518.0K)
Filed 2026-11-09
SAX Wealth Advisors, LLC
DECREASED
Shares58,445 from 66,605
Change-8,160 (-12%)
Value$5.5M (-$1.1M)
Filed 2026-10-13
Golden Bell Financial Planning LLC
INCREASED
Shares57,942 from 57,694
Change+248 (+0%)
Value$5.5M (-$232.7K)
Filed 2026-11-02
Lynch Investment Planning, LLC
DECREASED
Shares57,036 from 62,263
Change-5,227 (-8%)
Value$5.4M (-$770.6K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares56,952 from 19,037
Change+37,915 (+199%)
Value$5.4M (+$3.5M)
Filed 2026-10-08
MPS Loria Financial Planners, LLC
INCREASED
Shares56,841 from 42,791
Change+14,050 (+33%)
Value$5.4M (+$1.1M)
Filed 2026-10-14
AtlasMark Financial, Inc
INCREASED
Shares56,595 from 55,517
Change+1,078 (+2%)
Value$5.4M (-$144.6K)
Filed 2026-10-13
Arrien Investments, Inc.
INCREASED
Shares56,565 from 54,603
Change+1,962 (+4%)
Value$5.3M (-$57.0K)
Filed 2026-10-30
AlTi Global, Inc.
INCREASED
Shares56,239 from 55,899
Change+340 (+1%)
Value$5.3M (-$216.1K)
Filed 2026-11-09
Mccarter Private Wealth Services LLC
INCREASED
Shares56,203 from 49,477
Change+6,726 (+14%)
Value$5.3M (+$416.1K)
Filed 2026-10-22
WealthSpring Partners, LLC
DECREASED
Shares56,104 from 68,719
Change-12,615 (-18%)
Value$5.3M (-$1.5M)
Filed 2026-10-14
WealthTrust Asset Management, LLC
INCREASED
Shares55,934 from 53,610
Change+2,324 (+4%)
Value$5.3M (-$18.4K)
Filed 2026-10-22
Welch & Forbes LLC
INCREASED
Shares55,803 from 42,377
Change+13,426 (+32%)
Value$5.3M (+$1.1M)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED
Shares55,803 from 57,990
Change-2,187 (-4%)
Value$5.3M (-$464.2K)
Filed 2026-10-08
Synergy Asset Management, LLC
DECREASED
Shares55,790 from 56,505
Change-715 (-1%)
Value$5.3M (-$318.5K)
Filed 2026-11-05
JGP Wealth Management, LLC
DECREASED
Shares55,640 from 71,752
Change-16,112 (-22%)
Value$5.3M (-$1.8M)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares54,882 from 53,289
Change+1,593 (+3%)
Value$5.2M (-$86.0K)
Filed 2026-10-29
Brendel Financial Advisors LLC
INCREASED
Shares54,776 from 53,803
Change+973 (+2%)
Value$5.2M (-$146.9K)
Filed 2026-11-09
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares54,573 from 51,992
Change+2,581 (+5%)
Value$5.2M (+$13.2K)
Filed 2026-10-14
Arete Wealth Advisors, LLC
DECREASED
Shares54,171 from 59,457
Change-5,286 (-9%)
Value$5.1M (-$765.9K)
Filed 2026-11-09
United Advisor Group, LLC
INCREASED
Shares53,835 from 46,789
Change+7,046 (+15%)
Value$5.1M (+$458.4K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares53,724 from 17,076
Change+36,648 (+215%)
Value$5.1M (+$3.4M)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares53,609 from 23,238
Change+30,371 (+131%)
Value$5.1M (+$2.8M)
Filed 2026-10-13
Wealthcare Capital Management LLC
INCREASED
Shares53,511 from 45,792
Change+7,719 (+17%)
Value$5.1M (+$526.4K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED
Shares53,497 from 44,174
Change+9,323 (+21%)
Value$5.1M (+$685.3K)
Filed 2026-10-21
Northern Lights Advisors, Inc.
INCREASED
Shares53,456 from 51,148
Change+2,308 (+5%)
Value$5.1M (-$8.9K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares53,250 from 56,889
Change-3,639 (-6%)
Value$5.0M (-$596.6K)
Filed 2026-10-07
Smith Shellnut Wilson LLC
INCREASED
Shares53,144 from 53,142
Change+2 (0%)
Value$5.0M (-$235.8K)
Filed 2026-10-21
Avail Investment Partners, LLC
INCREASED
Shares53,091 from 51,477
Change+1,614 (+3%)
Value$5.0M (-$76.1K)
Filed 2026-10-16
J.Safra Asset Management Corp
INCREASED
Shares53,019 from 49,131
Change+3,888 (+8%)
Value$5.0M (+$149.4K)
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares52,922 from 55,226
Change-2,304 (-4%)
Value$5.0M (-$463.0K)
Filed 2026-10-16
Quadrant Capital Group LLC
INCREASED
Shares52,897 from 49,761
Change+3,136 (+6%)
Value$5.0M (+$84.5K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
DECREASED
Shares52,517 from 57,658
Change-5,141 (-9%)
Value$5.0M (-$742.1K)
Filed 2026-10-08
GuidedMoney, LLC
DECREASED
Shares52,339 from 60,942
Change-8,603 (-14%)
Value$4.9M (-$1.1M)
Filed 2026-10-29
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares52,238 from 51,548
Change+690 (+1%)
Value$4.9M (-$163.6K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares51,912 from 53,216
Change-1,304 (-2%)
Value$4.9M (-$359.6K)
Filed 2026-11-03
Reicon Wealth Advisors, LLC
INCREASED
Shares51,862 from 34,495
Change+17,367 (+50%)
Value$4.9M (+$1.5M)
Filed 2026-11-04
Impact Capital Partners LLC
DECREASED
Shares51,720 from 54,146
Change-2,426 (-4%)
Value$4.9M (-$469.7K)
Filed 2026-10-22
Accel Wealth Management
INCREASED
Shares51,636 from 49,572
Change+2,064 (+4%)
Value$4.9M (-$24.9K)
Filed 2026-10-13
JHP Wealth Management, LLC
INCREASED
Shares51,323 from 31,341
Change+19,982 (+64%)
Value$4.9M (+$1.7M)
Filed 2026-11-06
HUB Investment Partners, LLC
DECREASED
Shares51,235 from 52,101
Change-866 (-2%)
Value$4.8M (-$313.3K)
Filed 2026-11-03
Epiq Partners, LLC
DECREASED
Shares50,753 from 68,970
Change-18,217 (-26%)
Value$4.8M (-$2.0M)
Filed 2026-10-07
Lynx Capital Group LTD
DECREASED
Shares50,666 from 50,716
Change-50 (0%)
Value$4.8M (-$229.9K)
Filed 2026-11-04
Verus Financial Partners, Inc.
NEW
Shares50,583
Change+50,583
Value$4.8M
Filed 2026-10-29
Flagship Private Wealth, LLC
INCREASED
Shares50,283 from 49,901
Change+382 (+1%)
Value$4.8M (-$185.4K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
INCREASED
Shares50,035 from 49,180
Change+855 (+2%)
Value$4.7M (-$137.5K)
Filed 2026-10-21
Invested Advisors
DECREASED
Shares49,128 from 53,037
Change-3,909 (-7%)
Value$4.6M (-$605.0K)
Filed 2026-10-23
E&G Advisors, LLC
DECREASED
Shares48,929 from 49,666
Change-737 (-1%)
Value$4.6M (-$289.8K)
Filed 2026-10-13
Canton Hathaway, LLC
UNCHANGED
Shares48,700 from 48,700
Change0 (0%)
Value$4.6M (-$216.2K)
Filed 2026-10-23
Ti-Trust, Inc
INCREASED
Shares48,391 from 47,617
Change+774 (+2%)
Value$4.6M (-$138.2K)
Filed 2026-10-21
Merkkuri Wealth Advisors LLC
INCREASED
Shares47,977 from 45,628
Change+2,349 (+5%)
Value$4.5M (+$19.5K)
Filed 2026-11-03
IFS Advisors, LLC
INCREASED
Shares47,731 from 46,847
Change+884 (+2%)
Value$4.5M (-$124.4K)
Filed 2026-10-14
Genesis Private Wealth, LLC
DECREASED
Shares47,700 from 48,063
Change-363 (-1%)
Value$4.5M (-$247.7K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares47,671 from 10,825
Change+36,846 (+340%)
Value$4.5M (+$3.4M)
Filed 2026-10-13
Prairie Advisory, LLC
INCREASED
Shares47,384 from 24,519
Change+22,865 (+93%)
Value$4.5M (+$2.1M)
Filed 2026-10-19
SouthState Bank Corp
DECREASED
Shares47,278 from 50,385
Change-3,107 (-6%)
Value$4.5M (-$517.4K)
Filed 2026-11-09
Croban
DECREASED
Shares47,193 from 47,728
Change-535 (-1%)
Value$4.5M (-$262.5K)
Filed 2026-11-09
PKS Advisory Services, LLC
UNCHANGED
Shares46,859 from 46,859
Change0 (0%)
Value$4.6M ($0)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares46,164 from 26,692
Change+19,472 (+73%)
Value$4.4M (+$1.7M)
Filed 2026-11-05
Intergy Private Wealth, LLC
INCREASED
Shares45,901 from 43,102
Change+2,799 (+6%)
Value$4.3M (+$73.3K)
Filed 2026-10-16
Compass Ion Advisors, LLC
INCREASED
Shares44,946 from 34,714
Change+10,232 (+29%)
Value$4.2M (+$813.2K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
INCREASED
Shares44,903 from 44,201
Change+702 (+2%)
Value$4.2M (-$129.9K)
Filed 2026-10-07
Sterling Investment Advisors LLC
INCREASED
Shares44,868 from 40,955
Change+3,913 (+10%)
Value$4.2M (+$188.1K)
Filed 2026-10-27
Hudson Oak Wealth Advisory LLC
INCREASED
Shares44,809 from 44,053
Change+756 (+2%)
Value$4.2M (-$124.1K)
Filed 2026-10-16
Paladin Partners, LLC
INCREASED
Shares44,712 from 44,709
Change+3 (+0%)
Value$4.2M (-$198.2K)
Filed 2026-10-06
True Private Wealth Advisors
DECREASED
Shares44,560 from 47,441
Change-2,881 (-6%)
Value$4.2M (-$483.0K)
Filed 2026-10-19
NBT Bank, N.A.
DECREASED
Shares44,513 from 48,324
Change-3,811 (-8%)
Value$4.2M (-$574.9K)
Filed 2026-10-21
Meitav Investment House LTD
INCREASED
Shares44,123 from 38,677
Change+5,446 (+14%)
Value$4.2M (+$341.0K)
Filed 2026-10-28
Integrated Advisors Network LLC
INCREASED
Shares43,977 from 32,832
Change+11,145 (+34%)
Value$4.2M (+$907.9K)
Filed 2026-10-20
Summit Global Investments
DECREASED
Shares43,642 from 59,325
Change-15,683 (-26%)
Value$4.1M (-$1.7M)
Filed 2026-10-28
McAdam, LLC
INCREASED
Shares43,576 from 17,109
Change+26,467 (+155%)
Value$4.1M (+$2.4M)
Filed 2026-10-21
Strive Financial Group,LLC
INCREASED
Shares43,205 from 40,500
Change+2,705 (+7%)
Value$4.1M (+$75.9K)
Filed 2026-11-09
Woodard & Co Asset Management Group Inc
INCREASED
Shares43,125 from 43,025
Change+100 (+0%)
Value$4.1M (-$181.6K)
Filed 2026-11-03
Charter Capital Management, Llc\de
INCREASED
Shares43,103 from 40,788
Change+2,315 (+6%)
Value$4.1M (+$37.7K)
Filed 2026-10-28
Park Place Capital Corp
DECREASED
Shares42,549 from 46,049
Change-3,500 (-8%)
Value$4.0M (-$535.2K)
Filed 2026-11-09
Family Investment Center, Inc.
INCREASED
Shares42,546 from 40,807
Change+1,739 (+4%)
Value$4.0M (-$16.8K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
INCREASED
Shares41,938 from 38,673
Change+3,265 (+8%)
Value$4.0M (+$136.9K)
Filed 2026-10-27
Ironwood Financial, llc
DECREASED
Shares41,931 from 45,077
Change-3,146 (-7%)
Value$4.0M (-$440.3K)
Filed 2026-10-20
Capital Management Associates, Inc
DECREASED
Shares41,161 from 52,527
Change-11,366 (-22%)
Value$3.9M (-$1.3M)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares41,042 from 40,569
Change+473 (+1%)
Value$3.9M (-$135.4K)
Filed 2026-10-27
Leading Edge Financial Planning LLC
INCREASED
Shares40,566 from 3,329
Change+37,237 (+1119%)
Value$3.8M (+$3.5M)
Filed 2026-10-23
Cypress Capital Group
INCREASED
Shares40,408 from 38,751
Change+1,657 (+4%)
Value$3.8M (-$15.4K)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares40,131 from 39,116
Change+1,015 (+3%)
Value$3.8M (-$77.7K)
Filed 2026-10-22
AUA Capital Management, LLC
DECREASED
Shares40,057 from 40,230
Change-173 (0%)
Value$3.8M (-$194.9K)
Filed 2026-10-15
Cabot Wealth Management Inc
NEW
Shares39,652
Change+39,652
Value$3.7M
Filed 2026-11-05
Davidson Trust Co
INCREASED
Shares39,635 from 38,993
Change+642 (+2%)
Value$3.7M (-$112.3K)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
INCREASED
Shares39,519 from 37,877
Change+1,642 (+4%)
Value$3.7M (-$13.0K)
Filed 2026-11-05
Equity Wealth Partners, LLC
DECREASED
Shares39,497 from 42,518
Change-3,021 (-7%)
Value$3.7M (-$474.4K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
DECREASED
Shares39,401 from 71,025
Change-31,624 (-45%)
Value$3.7M (-$3.3M)
Filed 2026-10-16
Advisor OS, LLC
INCREASED
Shares39,326 from 38,889
Change+437 (+1%)
Value$3.7M (-$131.4K)
Filed 2026-11-03
Bauman Advisory Group, LLC
INCREASED
Shares38,620 from 36,733
Change+1,887 (+5%)
Value$3.7M (+$15.4K)
Filed 2026-10-29
Cordgrass Capital Advisors, LLC
INCREASED
Shares38,325 from 29,444
Change+8,881 (+30%)
Value$3.6M (+$708.9K)
Filed 2026-10-30
Gryphon Financial Partners LLC
INCREASED
Shares38,262 from 35,503
Change+2,759 (+8%)
Value$3.6M (+$103.2K)
Filed 2026-11-04
Forteris Wealth Management Inc.
DECREASED
Shares38,257 from 40,007
Change-1,750 (-4%)
Value$3.6M (-$343.1K)
Filed 2026-10-13
Global Trust Wealth Management LLC
INCREASED
Shares37,655 from 36,861
Change+794 (+2%)
Value$3.6M (-$88.6K)
Filed 2026-10-14
Stonekeep Investments, LLC
INCREASED
Shares37,462 from 37,418
Change+44 (+0%)
Value$3.5M (+$3.5M)
Filed 2026-10-15
NTV Asset Management LLC
INCREASED
Shares37,364 from 25,781
Change+11,583 (+45%)
Value$3.5M (+$980.6K)
Filed 2026-10-23
Nvwm, LLC
INCREASED
Shares37,360 from 31,596
Change+5,764 (+18%)
Value$3.5M (+$404.6K)
Filed 2026-10-14
Soltis Investment Advisors LLC
INCREASED
Shares37,348 from 31,288
Change+6,060 (+19%)
Value$3.5M (+$434.0K)
Filed 2026-10-28
NYL Investors LLC
INCREASED
Shares37,027 from 36,740
Change+287 (+1%)
Value$3.5M (-$136.0K)
Filed 2026-11-03
Leuthold Group, LLC
DECREASED
Shares36,518 from 42,755
Change-6,237 (-15%)
Value$3.5M (-$779.5K)
Filed 2026-11-04
International Private Wealth Advisors LLC
INCREASED
Shares36,112 from 18,144
Change+17,968 (+99%)
Value$3.4M (+$1.6M)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares36,010 from 33,042
Change+2,968 (+9%)
Value$3.4M (+$133.9K)
Filed 2026-10-29
Prosperity Planning, Inc.
INCREASED
Shares35,950 from 32,446
Change+3,504 (+11%)
Value$3.4M (+$187.2K)
Filed 2026-10-09
KFA Private Wealth Group, LLC
DECREASED
Shares35,823 from 38,468
Change-2,645 (-7%)
Value$3.4M (-$420.9K)
Filed 2026-10-07
Vista Investment Partners II, LLC
DECREASED
Shares35,366 from 35,717
Change-351 (-1%)
Value$3.3M (-$191.8K)
Filed 2026-10-15
Burke & Herbert Bank & Trust Co
INCREASED
Shares35,164 from 34,819
Change+345 (+1%)
Value$3.3M (-$122.0K)
Filed 2026-11-02
Randall & Associates Wealth Management
DECREASED
Shares35,019 from 40,042
Change-5,023 (-13%)
Value$3.3M (-$652.7K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
INCREASED
Shares34,813 from 31,344
Change+3,469 (+11%)
Value$3.3M (+$188.8K)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares34,776 from 43,333
Change-8,557 (-20%)
Value$3.3M (-$1.0M)
Filed 2026-11-05
Pacific Park Financial, Inc.
DECREASED
Shares34,582 from 43,288
Change-8,706 (-20%)
Value$3.3M (-$1.0M)
Filed 2026-10-13
Godfrey Financial Associates, Inc.
DECREASED
Shares34,297 from 39,466
Change-5,169 (-13%)
Value$3.2M (-$663.9K)
Filed 2026-11-10
Bigelow Investment Advisors, LLC
INCREASED
Shares34,231 from 32,005
Change+2,226 (+7%)
Value$3.2M (+$68.3K)
Filed 2026-10-13
Invera Wealth Advisors, LLC
INCREASED
Shares34,136 from 32,432
Change+1,704 (+5%)
Value$3.2M (+$17.1K)
Filed 2026-10-28
Stronghold Wealth Management L.L.C.
DECREASED
Shares34,071 from 34,768
Change-697 (-2%)
Value$3.2M (-$220.3K)
Filed 2026-10-16
Innovative Wealth Building LLC
DECREASED
Shares33,873 from 35,347
Change-1,474 (-4%)
Value$3.2M (-$296.0K)
Filed 2026-10-14
Leavell Investment Management, Inc.
INCREASED
Shares33,723 from 31,457
Change+2,266 (+7%)
Value$3.2M (+$74.6K)
Filed 2026-11-09
United Community Bank
INCREASED
Shares33,464 from 32,844
Change+620 (+2%)
Value$3.2M (-$87.2K)
Filed 2026-10-28
Conservest Capital Advisors, Inc.
DECREASED
Shares33,320 from 54,423
Change-21,103 (-39%)
Value$3.2M (-$2.2M)
Filed 2026-11-09
Dynamic Advisor Solutions LLC
DECREASED
Shares33,312 from 40,373
Change-7,061 (-17%)
Value$3.1M (-$846.8K)
Filed 2026-10-13
Michels Family Financial, LLC
INCREASED
Shares33,213 from 31,422
Change+1,791 (+6%)
Value$3.1M (+$29.8K)
Filed 2026-11-02
SYM Financial Corp
INCREASED
Shares33,078 from 32,898
Change+180 (+1%)
Value$3.1M (-$129.1K)
Filed 2026-10-26
American National Bank & Trust
INCREASED
Shares32,593 from 32,166
Change+427 (+1%)
Value$3.1M (-$102.2K)
Filed 2026-10-07
Tillman Hartley LLC
DECREASED
Shares32,388 from 64,579
Change-32,191 (-50%)
Value$3.1M (-$3.3M)
Filed 2026-11-06
Valpey Financial Services, LLC
INCREASED
Shares32,304 from 31,954
Change+350 (+1%)
Value$3.1M (-$108.8K)
Filed 2026-10-30
CGN Advisors LLC
INCREASED
Shares32,251 from 30,924
Change+1,327 (+4%)
Value$3.0M (-$11.9K)
Filed 2026-10-21
Wise Wealth Partners
DECREASED
Shares32,213 from 41,211
Change-8,998 (-22%)
Value$3.0M (-$1.0M)
Filed 2026-10-14
GLR Partners, LLC
DECREASED
Shares31,993 from 33,854
Change-1,861 (-5%)
Value$3.0M (-$326.3K)
Filed 2026-11-04
Legacy Edge Advisors, LLC
INCREASED
Shares31,633 from 22,260
Change+9,373 (+42%)
Value$3.0M (+$787.3K)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares31,615 from 30,879
Change+736 (+2%)
Value$3.0M (-$67.5K)
Filed 2026-10-20
First Interstate Bank
INCREASED
Shares31,528 from 31,467
Change+61 (+0%)
Value$3.0M (-$133.9K)
Filed 2026-10-23
Miramontes Capital, LLC
INCREASED
Shares31,309 from 31,087
Change+222 (+1%)
Value$3.0M (-$117.0K)
Filed 2026-10-19
Aries Wealth Management
DECREASED
Shares31,047 from 31,049
Change-2 (0%)
Value$2.9M (-$138.0K)
Filed 2026-10-23
Western Wealth Management, LLC
DECREASED
Shares31,013 from 40,981
Change-9,968 (-24%)
Value$2.9M (-$1.1M)
Filed 2026-11-09
Cooksen Wealth, LLC
INCREASED
Shares30,897 from 29,372
Change+1,525 (+5%)
Value$2.9M (+$15.3K)
Filed 2026-10-13
Clearview Wealth Management LLC
INCREASED
Shares30,339 from 30,071
Change+268 (+1%)
Value$2.9M (-$103.0K)
Filed 2026-10-16
Exchange Bank
DECREASED
Shares29,743 from 37,018
Change-7,275 (-20%)
Value$2.8M (-$852.1K)
Filed 2026-10-07
Sendero Wealth Management, LLC
NEW
Shares29,714
Change+29,714
Value$2.8M
Filed 2026-10-14
Compass Financial Group, Inc.
INCREASED
Shares29,553 from 28,826
Change+727 (+3%)
Value$2.8M (-$59.3K)
Filed 2026-11-06
KG Capital Management
DECREASED
Shares29,455 from 30,758
Change-1,303 (-4%)
Value$2.8M (-$259.8K)
Filed 2026-10-15
Hickory Point Bank & Trust
DECREASED
Shares29,185 from 29,720
Change-535 (-2%)
Value$2.8M (-$182.5K)
Filed 2026-10-01
Salem Investment Counselors Inc
DECREASED
Shares29,134 from 37,340
Change-8,206 (-22%)
Value$2.8M (-$941.6K)
Filed 2026-10-13
Stockman Wealth Management, Inc.
INCREASED
Shares29,101 from 28,356
Change+745 (+3%)
Value$2.8M (-$55.5K)
Filed 2026-10-27
Total Investment Management Inc
INCREASED
Shares29,080 from 25,552
Change+3,528 (+14%)
Value$2.7M (+$261.2K)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares29,034 from 26,358
Change+2,676 (+10%)
Value$2.7M (+$136.0K)
Filed 2026-11-05
Maia Wealth LLC
DECREASED
Shares28,985 from 29,511
Change-526 (-2%)
Value$2.7M (-$180.8K)
Filed 2026-10-19
Hoxton Planning & Management, LLC
DECREASED
Shares28,960 from 28,995
Change-35 (0%)
Value$2.7M (-$132.1K)
Filed 2026-10-15
Fairway Wealth LLC
INCREASED
Shares28,911 from 28,081
Change+830 (+3%)
Value$2.7M (-$46.2K)
Filed 2026-10-30
Arista Wealth Management, LLC
DECREASED
Shares28,743 from 30,307
Change-1,564 (-5%)
Value$2.7M (-$282.4K)
Filed 2026-10-29
New England Private Wealth Advisors LLC
INCREASED
Shares28,654 from 28,458
Change+196 (+1%)
Value$2.7M (-$64.6K)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares28,487 from 46,263
Change-17,776 (-38%)
Value$2.7M (-$1.9M)
Filed 2026-10-14
Eclectic Associates Inc
INCREASED
Shares28,296 from 27,470
Change+826 (+3%)
Value$2.7M (-$43.9K)
Filed 2026-10-09
Wingate Wealth Advisors, Inc.
DECREASED
Shares28,087 from 28,909
Change-822 (-3%)
Value$2.7M (-$206.1K)
Filed 2026-10-26
Retirement Wealth Solutions LLC
INCREASED
Shares28,035 from 26,624
Change+1,411 (+5%)
Value$2.7M (+$15.2K)
Filed 2026-10-07
DecisionMap Wealth Management, LLC
INCREASED
Shares27,921 from 27,485
Change+436 (+2%)
Value$2.6M (-$80.8K)
Filed 2026-10-29
Aletheian Wealth Advisors LLC
INCREASED
Shares27,694 from 27,449
Change+245 (+1%)
Value$2.6M (-$98.7K)
Filed 2026-10-08
Thoroughbred Financial Services, LLC
NEW
Shares27,658
Change+27,658
Value$276
Filed 2026-11-09
BLB&B Advisors, LLC
DECREASED
Shares27,199 from 32,829
Change-5,630 (-17%)
Value$2.6M (-$678.0K)
Filed 2026-10-27
Mcdonald Partners LLC
DECREASED
Shares27,132 from 27,872
Change-740 (-3%)
Value$2.6M (-$193.7K)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
DECREASED
Shares26,975 from 111,364
Change-84,389 (-76%)
Value$2.6M (-$8.4M)
Filed 2026-10-13
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares26,958 from 24,905
Change+2,053 (+8%)
Value$2.5M (+$83.5K)
Filed 2026-10-22
Turn8 Private Wealth Inc.
INCREASED
Shares26,912 from 24,017
Change+2,895 (+12%)
Value$2.5M (+$167.1K)
Filed 2026-11-05
XML Financial, LLC
INCREASED
Shares26,912 from 26,444
Change+468 (+2%)
Value$2.5M (-$73.1K)
Filed 2026-10-29
Keenan, LLC
INCREASED
Shares26,821 from 26,158
Change+663 (+3%)
Value$2.5M (-$53.4K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares26,810 from 41,927
Change-15,117 (-36%)
Value$2.5M (-$1.6M)
Filed 2026-10-16
AMG National Trust Bank
DECREASED
Shares26,679 from 27,558
Change-879 (-3%)
Value$2.5M (-$205.5K)
Filed 2026-11-05
Moneywise, Inc.
INCREASED
Shares26,566 from 19,525
Change+7,041 (+36%)
Value$2.5M (+$579.0K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
INCREASED
Shares26,439 from 22,249
Change+4,190 (+19%)
Value$2.5M (+$297.3K)
Filed 2026-10-09
Verus Wealth Management, LLC
INCREASED
Shares26,419 from 8,417
Change+18,002 (+214%)
Value$2.5M (+$1.7M)
Filed 2026-10-13
Family Wealth Partners, LLC
INCREASED
Shares26,265 from 25,993
Change+272 (+1%)
Value$2.5M (-$89.7K)
Filed 2026-10-20
BlueSky Wealth Advisors, LLC
DECREASED
Shares26,170 from 28,532
Change-2,362 (-8%)
Value$2.5M (-$350.0K)
Filed 2026-10-29
Topor & Co. Korea
UNCHANGED
Shares26,135 from 26,135
Change0 (0%)
Value$2.5M (-$116.0K)
Filed 2026-10-22
American State Bank (Iowa)
DECREASED
Shares26,070 from 27,621
Change-1,551 (-6%)
Value$2.5M (-$269.3K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED
Shares26,028 from 28,091
Change-2,063 (-7%)
Value$2.5M (-$319.8K)
Filed 2026-10-19
DT Investment Partners, LLC
INCREASED
Shares25,984 from 25,416
Change+568 (+2%)
Value$2.5M (-$59.1K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares25,901 from 22,482
Change+3,419 (+15%)
Value$2.4M (+$223.4K)
Filed 2026-11-05
Mechanics Bank Trust Department
DECREASED
Shares25,837 from 28,844
Change-3,007 (-10%)
Value$2.4M (-$412.4K)
Filed 2026-10-13
Madrona Financial Services, LLC
DECREASED
Shares25,626 from 28,764
Change-3,138 (-11%)
Value$2.4M (-$424.4K)
Filed 2026-10-23
Howland Capital Management LLC
DECREASED
Shares25,496 from 25,832
Change-336 (-1%)
Value$2.4M (-$146.5K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
DECREASED
Shares25,441 from 26,429
Change-988 (-4%)
Value$2.4M (-$210.8K)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares25,230 from 22,080
Change+3,150 (+14%)
Value$2.4M (+$199.8K)
Filed 2026-10-22
Heritage Wealth Management, Inc.
INCREASED
Shares25,207 from 24,779
Change+428 (+2%)
Value$2.4M (-$69.6K)
Filed 2026-10-28
Beam Wealth Advisors, Inc.
DECREASED
Shares25,009 from 31,454
Change-6,445 (-20%)
Value$2.4M (-$749.0K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares24,774
Change+24,774
Value$2.3M
Filed 2026-10-28
Patten Group, Inc.
DECREASED
Shares24,689 from 29,565
Change-4,876 (-16%)
Value$2.3M (-$592.2K)
Filed 2026-10-26
Financial Freedom, LLC
DECREASED
Shares24,585 from 24,670
Change-85 (0%)
Value$2.3M (-$117.5K)
Filed 2026-11-06
Austin Wealth Management, LLC
DECREASED
Shares24,573 from 25,025
Change-452 (-2%)
Value$2.3M (-$132.1K)
Filed 2026-11-06
CFG Wealth Management Services, Inc.
DECREASED
Shares24,462 from 24,838
Change-376 (-2%)
Value$2.3M (-$156.0K)
Filed 2026-10-21
Edgemoor Investment Advisors, Inc.
INCREASED
Shares24,336 from 22,941
Change+1,395 (+6%)
Value$2.3M (+$30.0K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares24,270 from 23,395
Change+875 (+4%)
Value$2.3M (-$21.1K)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares24,221 from 23,741
Change+480 (+2%)
Value$2.3M (-$60.1K)
Filed 2026-10-23
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares24,085 from 24,085
Change0 (0%)
Value$2.3M (-$106.9K)
Filed 2026-10-14
Apollon Financial, LLC
INCREASED
Shares23,849 from 22,512
Change+1,337 (+6%)
Value$2.3M (+$26.4K)
Filed 2026-10-23
Traveka Wealth, LLC
INCREASED
Shares23,673 from 18,064
Change+5,609 (+31%)
Value$2.2M (+$450.1K)
Filed 2026-10-19
Zenith Solutions, Inc.
INCREASED
Shares23,656 from 23,644
Change+12 (+0%)
Value$2.2M (-$103.9K)
Filed 2026-10-19
Strathmore Capital Advisors, Inc.
INCREASED
Shares23,632 from 20,260
Change+3,372 (+17%)
Value$2.3M (+$301.5K)
Filed 2026-11-09
Aviance Capital Partners, LLC
DECREASED
Shares23,602 from 27,357
Change-3,755 (-14%)
Value$2.2M (-$476.5K)
Filed 2026-10-29
Venture Visionary Partners LLC
INCREASED
Shares23,597 from 21,810
Change+1,787 (+8%)
Value$2.2M (+$72.1K)
Filed 2026-10-07
Keeler Thomas Management LLC
INCREASED
Shares23,572 from 23,017
Change+555 (+2%)
Value$2.2M (-$49.7K)
Filed 2026-10-29
WBH Advisory Inc
DECREASED
Shares23,571 from 53,188
Change-29,617 (-56%)
Value$2.2M (-$3.0M)
Filed 2026-11-05
L.K. Benson & Company, P.C.
INCREASED
Shares23,538 from 23,021
Change+517 (+2%)
Value$2.2M (-$53.3K)
Filed 2026-10-23
International Assets Investment Management, LLC
DECREASED
Shares23,537 from 26,006
Change-2,469 (-9%)
Value$2.2M (-$339.3K)
Filed 2026-11-02
Auour Investments LLC
INCREASED
Shares23,465 from 23,146
Change+319 (+1%)
Value$2.2M (-$72.6K)
Filed 2026-10-28
RW Investment Management LLC
INCREASED
Shares23,439 from 6,311
Change+17,128 (+271%)
Value$2.2M (+$1.6M)
Filed 2026-11-03
Grey Ledge Advisors, LLC
DECREASED
Shares23,415 from 24,043
Change-628 (-3%)
Value$2.2M (-$166.2K)
Filed 2026-11-02
LongView Wealth Management
DECREASED
Shares23,248 from 25,831
Change-2,583 (-10%)
Value$2.2M (-$358.9K)
Filed 2026-10-19
Accredited Investors Inc.
DECREASED
Shares22,957 from 32,106
Change-9,149 (-28%)
Value$2.2M (-$1.0M)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares22,907 from 23,807
Change-900 (-4%)
Value$2.2M (-$190.8K)
Filed 2026-10-29
Saxon Interests, Inc.
DECREASED
Shares22,749 from 30,999
Change-8,250 (-27%)
Value$2.2M (-$917.6K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
INCREASED
Shares22,679 from 16,576
Change+6,103 (+37%)
Value$2.1M (+$503.4K)
Filed 2026-10-21
Balboa Wealth Partners
DECREASED
Shares22,635 from 27,371
Change-4,736 (-17%)
Value$2.1M (-$569.2K)
Filed 2026-10-20
Waldron Private Wealth LLC
INCREASED
Shares22,589 from 22,343
Change+246 (+1%)
Value$2.1M (-$76.0K)
Filed 2026-11-02
Lionsbridge Wealth Management LLC
DECREASED
Shares22,491 from 24,043
Change-1,552 (-6%)
Value$2.1M (-$253.5K)
Filed 2026-10-26
Retirement Planning Group, LLC
INCREASED
Shares22,464 from 21,121
Change+1,343 (+6%)
Value$2.1M (+$33.2K)
Filed 2026-10-19
West Michigan Advisors, LLC
INCREASED
Shares22,417 from 21,808
Change+609 (+3%)
Value$2.1M (-$39.3K)
Filed 2026-11-09
PUREfi Wealth, LLC
INCREASED
Shares22,319 from 20,891
Change+1,428 (+7%)
Value$2.1M (+$42.3K)
Filed 2026-10-19
FSA Investment Group, LLC
INCREASED
Shares22,084 from 18,018
Change+4,066 (+23%)
Value$2.1M (+$304.4K)
Filed 2026-10-07
First Financial Bankshares Inc
UNCHANGED
Shares22,065 from 22,065
Change0 (0%)
Value$2.1M (-$98.0K)
Filed 2026-11-10
McNaughton Wealth Management, LLC
DECREASED
Shares22,025 from 23,965
Change-1,940 (-8%)
Value$2.1M (-$289.8K)
Filed 2026-10-09
Ignite Planners, LLC
INCREASED
Shares21,805 from 21,225
Change+580 (+3%)
Value$2.0M (-$60.2K)
Filed 2026-10-14
Nations Financial Group Inc,
INCREASED
Shares21,699 from 21,291
Change+408 (+2%)
Value$2.1M (-$55.9K)
Filed 2026-11-05
Level Wealth Management LLC
NEW
Shares21,690
Change+21,690
Value$2.1M
Filed 2026-10-23
Jeter Robert S II
NEW
Shares21,680
Change+21,680
Value$2.1M
Filed 2026-10-16
C2c Wealth Management, LLC
DECREASED
Shares21,557 from 22,791
Change-1,234 (-5%)
Value$2.0M (-$217.9K)
Filed 2026-10-20
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares21,472 from 22,381
Change-909 (-4%)
Value$2.0M (-$185.0K)
Filed 2026-11-05
Shuttleworth & Co
INCREASED
Shares21,268 from 20,266
Change+1,002 (+5%)
Value$2.0M (+$4.7K)
Filed 2026-10-30
Navigation Wealth Management, Inc.
INCREASED
Shares21,266 from 20,847
Change+419 (+2%)
Value$2.0M (-$50.4K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares21,253 from 21,570
Change-317 (-1%)
Value$2.0M (-$125.7K)
Filed 2026-10-15
Pathway Financial Advisors LLC
INCREASED
Shares21,240 from 15,806
Change+5,434 (+34%)
Value$2.0M (+$449.4K)
Filed 2026-10-07
Greenup Street Wealth Management LLC
INCREASED
Shares20,923 from 18,511
Change+2,412 (+13%)
Value$2.0M (+$145.9K)
Filed 2026-10-28
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares20,865 from 15,289
Change+5,576 (+36%)
Value$2.0M (+$459.3K)
Filed 2026-11-04
Worth Asset Management, LLC
INCREASED
Shares20,856 from 16,346
Change+4,510 (+28%)
Value$2.0M (+$353.8K)
Filed 2026-10-07
Blueprint Investment Partners LLC
INCREASED
Shares20,811 from 19,270
Change+1,541 (+8%)
Value$2.0M (+$60.1K)
Filed 2026-10-28
Security Financial Services, Inc.
INCREASED
Shares20,690 from 18,713
Change+1,977 (+11%)
Value$2.0M (+$103.8K)
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
NEW
Shares20,688
Change+20,688
Value$2.0M
Filed 2026-11-02
Lazari Capital Management, Inc.
INCREASED
Shares20,621 from 19,158
Change+1,463 (+8%)
Value$1.9M (+$53.3K)
Filed 2026-10-20
Pinnacle Associates LTD
INCREASED
Shares20,566 from 20,245
Change+321 (+2%)
Value$1.9M (-$59.6K)
Filed 2026-10-20
Narus Financial Partners, LLC
DECREASED
Shares20,529 from 20,716
Change-187 (-1%)
Value$1.9M (-$109.7K)
Filed 2026-10-19
Blueprint Financial Advisors LLC
INCREASED
Shares20,215 from 18,446
Change+1,769 (+10%)
Value$1.9M (+$85.3K)
Filed 2026-10-28
Tenet Wealth Partners, LLC
INCREASED
Shares20,192 from 19,661
Change+531 (+3%)
Value$1.9M (-$11.7K)
Filed 2026-10-19
United Asset Strategies, Inc.
DECREASED
Shares19,898 from 21,514
Change-1,616 (-8%)
Value$1.9M (-$248.3K)
Filed 2026-10-28
WestHill Financial Advisors, Inc.
INCREASED
Shares19,831 from 17,524
Change+2,307 (+13%)
Value$1.9M (+$140.3K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
INCREASED
Shares19,778 from 19,164
Change+614 (+3%)
Value$1.9M (-$27.0K)
Filed 2026-10-13
Nixon Peabody Trust Co
NEW
Shares19,766
Change+19,766
Value$1.9M
Filed 2026-10-23
Stirlingshire Investments, Inc.
INCREASED
Shares19,686 from 16,308
Change+3,378 (+21%)
Value$1.9M (+$246.9K)
Filed 2026-11-05
Souders Financial Advisors
DECREASED
Shares19,665 from 20,878
Change-1,213 (-6%)
Value$1.9M (-$207.3K)
Filed 2026-11-03
GatePass Capital, LLC
INCREASED
Shares19,509 from 17,338
Change+2,171 (+13%)
Value$1.8M (+$128.3K)
Filed 2026-11-09
Chris Bulman Inc
DECREASED
Shares19,509 from 19,594
Change-85 (0%)
Value$1.8M (-$95.0K)
Filed 2026-10-20
Watchman Group, Inc.
NEW
Shares19,354
Change+19,354
Value$1.8M
Filed 2026-10-16
Ironwood Investment Counsel, LLC
INCREASED
Shares19,201 from 18,785
Change+416 (+2%)
Value$1.8M (-$44.0K)
Filed 2026-11-10
First National Trust Co
DECREASED
Shares18,931 from 22,187
Change-3,256 (-15%)
Value$1.8M (-$406.3K)
Filed 2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED
Shares18,918 from 18,729
Change+189 (+1%)
Value$1.8M (-$65.3K)
Filed 2026-11-02
RBA Wealth Management, LLC
INCREASED
Shares18,847 from 17,825
Change+1,022 (+6%)
Value$1.8M (+$17.5K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
DECREASED
Shares18,775 from 19,326
Change-551 (-3%)
Value$1.8M (-$137.8K)
Filed 2026-10-28
Diligent Investors, LLC
DECREASED
Shares18,417 from 20,515
Change-2,098 (-10%)
Value$1.7M (-$289.5K)
Filed 2026-10-21
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares18,366 from 21,399
Change-3,033 (-14%)
Value$1.7M (-$381.7K)
Filed 2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED
Shares18,349 from 18,638
Change-289 (-2%)
Value$1.7M (-$110.1K)
Filed 2026-10-28
Tenret Co LLC
NEW
Shares18,278
Change+18,278
Value$1.7M
Filed 2026-11-02
Independent Wealth Network Inc.
INCREASED
Shares18,170 from 17,661
Change+509 (+3%)
Value$1.7M (-$30.3K)
Filed 2026-10-19
Bellwether Advisors, LLC
INCREASED
Shares18,167 from 18,034
Change+133 (+1%)
Value$1.7M (-$67.5K)
Filed 2026-11-09
Daymark Wealth Partners, LLC
DECREASED
Shares18,154 from 18,516
Change-362 (-2%)
Value$1.7M (-$116.4K)
Filed 2026-11-04
Investure, LLC
INCREASED
Shares18,040 from 16,975
Change+1,065 (+6%)
Value$1.7M (+$25.3K)
Filed 2026-11-09
Core Wealth Management, Inc.
DECREASED
Shares17,781 from 24,077
Change-6,296 (-26%)
Value$1.7M (-$702.1K)
Filed 2026-10-22
Steinberganna Wealth Management
DECREASED
Shares17,595 from 17,870
Change-275 (-2%)
Value$1.7M (-$105.3K)
Filed 2026-10-23
Wall Street Financial Group, Inc.
DECREASED
Shares17,470 from 21,472
Change-4,002 (-19%)
Value$1.7M (-$473.7K)
Filed 2026-11-09
Net Worth Advisory Group
DECREASED
Shares17,441 from 17,666
Change-225 (-1%)
Value$1.6M (-$101.8K)
Filed 2026-10-20
Cane Capital Partners, LLC
INCREASED
Shares17,416 from 13,483
Change+3,933 (+29%)
Value$1.6M (+$312.0K)
Filed 2026-10-23
Fort Washington Investment Advisors Inc
INCREASED
Shares17,393 from 12,939
Change+4,454 (+34%)
Value$1.6M (+$363.6K)
Filed 2026-10-15
Heritage Trust Co
INCREASED
Shares17,353 from 11,829
Change+5,524 (+47%)
Value$1.6M (+$469.7K)
Filed 2026-11-09
Iowa State Bank
DECREASED
Shares17,304 from 17,358
Change-54 (0%)
Value$1.6M (-$82.2K)
Filed 2026-10-06
Vawter Financial, Ltd.
DECREASED
Shares17,166 from 17,818
Change-652 (-4%)
Value$1.6M (-$140.8K)
Filed 2026-11-10
ARK & TLK Investments, LLC
INCREASED
Shares17,088 from 14,178
Change+2,910 (+21%)
Value$1.6M (+$212.2K)
Filed 2026-10-20
Vannoy Advisory Group, Inc.
DECREASED
Shares17,008 from 17,382
Change-374 (-2%)
Value$1.6M (-$112.5K)
Filed 2026-10-13
Cpwa, LLC
INCREASED
Shares16,900 from 16,329
Change+571 (+4%)
Value$1.6M (-$16.5K)
Filed 2026-11-04
R2 Capital Strategies, LLC
DECREASED
Shares16,616 from 18,664
Change-2,048 (-11%)
Value$1.6M (-$276.5K)
Filed 2026-10-15
Shepherd Street Advisors LLC
INCREASED
Shares16,606 from 15,067
Change+1,539 (+10%)
Value$1.6M (+$92.1K)
Filed 2026-10-21
TritonPoint Partners, LLC
DECREASED
Shares16,551 from 33,174
Change-16,623 (-50%)
Value$1.6M (-$1.7M)
Filed 2026-11-05
Bessemer Group Inc
DECREASED
Shares16,540 from 30,635
Change-14,095 (-46%)
Value$1.6M (-$1.5M)
Filed 2026-11-09
Alpha Financial Advisors, LLC
INCREASED
Shares16,527 from 13,086
Change+3,441 (+26%)
Value$1.6M (+$267.2K)
Filed 2026-11-09
Members Wealth LLC
INCREASED
Shares16,365 from 5,598
Change+10,767 (+192%)
Value$1.5M (+$989.4K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares16,328
Change+16,328
Value$1.6K
Filed 2026-11-03
October Effect Ltd
INCREASED
Shares16,321 from 16,244
Change+77 (+0%)
Value$1.5M (-$64.8K)
Filed 2026-10-20
Emerald Investment Advisers, LLC
INCREASED
Shares16,299 from 16,154
Change+145 (+1%)
Value$1.5M (-$58.0K)
Filed 2026-11-09
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares16,147 from 18,013
Change-1,866 (-10%)
Value$1.5M (-$256.4K)
Filed 2026-10-13
Ballast, Inc.
DECREASED
Shares16,144 from 22,776
Change-6,632 (-29%)
Value$1.5M (-$728.1K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares16,107 from 2,605
Change+13,502 (+518%)
Value$1.5M (+$1.3M)
Filed 2026-11-04
TrustWell Financial Advisors, LLC
INCREASED
Shares16,083 from 15,130
Change+953 (+6%)
Value$1.5M (+$23.0K)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
DECREASED
Shares16,081 from 25,600
Change-9,519 (-37%)
Value$1.5M (-$1.0M)
Filed 2026-10-16
Hibernia Wealth Partners, LLC
INCREASED
Shares15,897 from 14,824
Change+1,073 (+7%)
Value$1.5M (+$35.6K)
Filed 2026-10-29
Carrera Capital Advisors
DECREASED
Shares15,888 from 16,526
Change-638 (-4%)
Value$1.5M (-$133.6K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares15,667
Change+15,667
Value$1.5M
Filed 2026-10-28
Orgel Wealth Management, LLC
INCREASED
Shares15,568 from 14,675
Change+893 (+6%)
Value$1.5M (+$19.3K)
Filed 2026-10-14
Culbertson A N & Co Inc
DECREASED
Shares15,455 from 15,642
Change-187 (-1%)
Value$1.5M (-$87.1K)
Filed 2026-10-21
CIBC Asset Management Inc
INCREASED
Shares15,268 from 13,130
Change+2,138 (+16%)
Value$1.4M (+$143.8K)
Filed 2026-11-05
Endeavor Private Wealth, Inc.
DECREASED
Shares15,235 from 20,166
Change-4,931 (-24%)
Value$1.4M (-$555.7K)
Filed 2026-11-05
Abacus Planning Group, Inc.
NEW
Shares15,126
Change+15,126
Value$1.4M
Filed 2026-11-02
Inscription Capital, LLC
DECREASED
Shares15,042 from 15,611
Change-569 (-4%)
Value$1.4M (-$123.2K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
INCREASED
Shares14,875 from 4,871
Change+10,004 (+205%)
Value$1.4M (+$924.1K)
Filed 2026-10-26
Falcon Wealth Planning
INCREASED
Shares14,803 from 11,486
Change+3,317 (+29%)
Value$1.4M (+$262.6K)
Filed 2026-11-06
Sepio Capital, LP
INCREASED
Shares14,796 from 14,785
Change+11 (+0%)
Value$1.4M (-$64.6K)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares14,782 from 15,672
Change-890 (-6%)
Value$1.4M (-$153.7K)
Filed 2026-10-05
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares14,681 from 13,549
Change+1,132 (+8%)
Value$1.4M (+$46.9K)
Filed 2026-11-03
Sage Financial Group Inc
INCREASED
Shares14,586 from 12,484
Change+2,102 (+17%)
Value$1.4M (+$143.2K)
Filed 2026-10-27
Avondale Wealth Management
INCREASED
Shares14,581 from 11,574
Change+3,007 (+26%)
Value$1.4M (+$232.8K)
Filed 2026-10-15
Global View Capital Management LLC
DECREASED
Shares14,472 from 17,924
Change-3,452 (-19%)
Value$1.4M (-$405.9K)
Filed 2026-10-28
Third View Private Wealth, LLC
INCREASED
Shares14,421 from 9,883
Change+4,538 (+46%)
Value$1.4M (+$385.2K)
Filed 2026-10-30
Fonville Wealth Management LLC
DECREASED
Shares14,294 from 15,482
Change-1,188 (-8%)
Value$1.4M (-$181.1K)
Filed 2026-10-28
Anchyra Partners LLC
UNCHANGED
Shares14,243 from 14,243
Change0 (0%)
Value$1.3M (-$63.2K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
DECREASED
Shares14,019 from 15,420
Change-1,401 (-9%)
Value$1.3M (-$200.9K)
Filed 2026-10-29
Americana Partners, LLC
INCREASED
Shares13,980 from 13,727
Change+253 (+2%)
Value$1.3M (-$37.1K)
Filed 2026-10-28
Cdkv Holdings LLC
INCREASED
Shares13,950 from 10,745
Change+3,205 (+30%)
Value$1.3M (+$255.3K)
Filed 2026-10-28
Horizons Wealth Management
NEW
Shares13,888
Change+13,888
Value$1.3M
Filed 2026-10-05
Bernardo Wealth Planning LLC
INCREASED
Shares13,886 from 7,521
Change+6,365 (+85%)
Value$1.3M (+$568.3K)
Filed 2026-10-23
Private Wealth Group, LLC
UNCHANGED
Shares13,886 from 13,886
Change0 (0%)
Value$1.3M (-$61.7K)
Filed 2026-10-19
Orrstown Financial Services Inc
UNCHANGED
Shares13,875 from 13,875
Change0 (0%)
Value$1.3M (-$61.6K)
Filed 2026-10-14
Miller Financial Services LLC
DECREASED
Shares13,859 from 14,525
Change-666 (-5%)
Value$1.3M (-$127.5K)
Filed 2026-10-20
Jnba Financial Advisors
INCREASED
Shares13,829 from 6,373
Change+7,456 (+117%)
Value$1.3M (+$676.6K)
Filed 2026-11-03
Adirondack Trust Co
DECREASED
Shares13,806 from 45,497
Change-31,691 (-70%)
Value$1.3M (-$3.2M)
Filed 2026-10-14
Ledyard National Bank
INCREASED
Shares13,794 from 7,878
Change+5,916 (+75%)
Value$1.3M (+$524.3K)
Filed 2026-10-21
Forza Wealth Management, LLC
UNCHANGED
Shares13,682 from 13,682
Change0 (0%)
Value$1.3M (-$60.7K)
Filed 2026-10-20
Archer Investment Management, LLC
DECREASED
Shares13,633 from 18,745
Change-5,112 (-27%)
Value$1.3M (-$566.5K)
Filed 2026-10-13
Lavelle Capital LP
UNCHANGED
Shares13,487 from 13,487
Change0 (0%)
Value$1.3M (-$59.9K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
DECREASED
Shares13,404 from 13,777
Change-373 (-3%)
Value$1.3M (-$96.4K)
Filed 2026-10-13
MFA Wealth Services
INCREASED
Shares13,353 from 12,790
Change+563 (+4%)
Value$1.3M (-$3.5K)
Filed 2026-10-14
Financial Architects, LLC
NEW
Shares13,330
Change+13,330
Value$1.3M
Filed 2026-10-13
BIP Wealth, LLC
DECREASED
Shares13,320 from 13,924
Change-604 (-4%)
Value$1.3M (-$118.9K)
Filed 2026-10-22
Clarity Retirement & Wealth, LLC
INCREASED
Shares13,313 from 12,172
Change+1,141 (+9%)
Value$1.3M (+$53.8K)
Filed 2026-11-04
Mainsail Financial Group, LLC
DECREASED
Shares13,261 from 17,698
Change-4,437 (-25%)
Value$1.3M (-$498.0K)
Filed 2026-10-23
Meridian Wealth Management, LLC
DECREASED
Shares13,208 from 17,322
Change-4,114 (-24%)
Value$1.2M (-$465.3K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares13,115 from 16,817
Change-3,702 (-22%)
Value$1.2M (-$424.6K)
Filed 2026-10-23
City Center Advisors, LLC
INCREASED
Shares13,048 from 11,374
Change+1,674 (+15%)
Value$1.2M (+$107.8K)
Filed 2026-10-08
Winthrop Capital Management, LLC
DECREASED
Shares13,007 from 13,042
Change-35 (0%)
Value$1.2M (-$61.3K)
Filed 2026-11-05
HighPoint Advisor Group LLC
DECREASED
Shares12,903 from 16,027
Change-3,124 (-19%)
Value$1.2M (-$366.4K)
Filed 2026-11-09
Ariadne Wealth Management, LP
INCREASED
Shares12,884 from 12,883
Change+1 (+0%)
Value$1.2M (-$57.2K)
Filed 2026-11-06
Titleist Asset Management, LLC
INCREASED
Shares12,826 from 12,737
Change+89 (+1%)
Value$1.2M (-$48.1K)
Filed 2026-10-08
Childress Capital Advisors, LLC
INCREASED
Shares12,746 from 10,646
Change+2,100 (+20%)
Value$1.2M (+$151.3K)
Filed 2026-10-28
MV Capital Management, Inc.
DECREASED
Shares12,641 from 18,759
Change-6,118 (-33%)
Value$1.2M (-$661.7K)
Filed 2026-10-29
Peak Wealth Management LLC
INCREASED
Shares12,599 from 4,331
Change+8,268 (+191%)
Value$1.2M (+$771.6K)
Filed 2026-10-26
Focus Wealth Advisors, LLC
UNCHANGED
Shares12,595 from 12,595
Change0 (0%)
Value$1.2M (-$55.9K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
DECREASED
Shares12,578 from 13,459
Change-881 (-7%)
Value$1.2M (-$143.1K)
Filed 2026-11-03
Essex Bank
INCREASED
Shares12,577 from 2,386
Change+10,191 (+427%)
Value$1.2M (+$952.9K)
Filed 2026-10-16
BridgePort Financial Solutions, LLC
DECREASED
Shares12,566 from 12,848
Change-282 (-2%)
Value$1.2M (-$83.7K)
Filed 2026-11-02
Objective Capital Management, LLC
DECREASED
Shares12,452 from 16,947
Change-4,495 (-27%)
Value$1.2M (-$500.2K)
Filed 2026-10-13
Root Financial Partners, LLC
INCREASED
Shares12,423 from 4,796
Change+7,627 (+159%)
Value$1.2M (+$699.7K)
Filed 2026-10-21
Union Savings Bank
UNCHANGED
Shares12,419 from 12,419
Change0 (0%)
Value$1.2M (-$55.1K)
Filed 2026-10-14
Jacobi Capital Management LLC
INCREASED
Shares12,399 from 7,327
Change+5,072 (+69%)
Value$1.2M (+$447.0K)
Filed 2026-11-05
Latitude Advisors, LLC
INCREASED
Shares12,386 from 10,184
Change+2,202 (+22%)
Value$1.2M (+$163.0K)
Filed 2026-10-27
Realta Investment Advisors
INCREASED
Shares12,300 from 11,995
Change+305 (+3%)
Value$1.2M (-$24.5K)
Filed 2026-10-14
Boyd Wealth Management, LLC
INCREASED
Shares12,283 from 10,189
Change+2,094 (+21%)
Value$1.2M (+$152.8K)
Filed 2026-10-20
Prospect Financial Group LLC
NEW
Shares12,217
Change+12,217
Value$1.2M
Filed 2026-11-05
LifeGoal Investments, LLC
DECREASED
Shares12,144 from 12,654
Change-510 (-4%)
Value$1.1M (-$104.3K)
Filed 2026-10-09
Heritage Family Offices, LLP
DECREASED
Shares12,081 from 28,089
Change-16,008 (-57%)
Value$1.1M (-$1.6M)
Filed 2026-11-02
Fairvoy Private Wealth, LLC
INCREASED
Shares11,993 from 10,647
Change+1,346 (+13%)
Value$1.1M (+$80.0K)
Filed 2026-10-19
Bison Wealth, LLC
INCREASED
Shares11,966 from 11,860
Change+106 (+1%)
Value$1.1M (-$37.4K)
Filed 2026-10-13
Fjell Capital, LLC
NEW
Shares11,930
Change+11,930
Value$1.1M
Filed 2026-10-13
Tidemark, LLC
INCREASED
Shares11,907 from 7,507
Change+4,400 (+59%)
Value$1.1M (+$382.6K)
Filed 2026-11-09
Value Investment Professionals, LLC
INCREASED
Shares11,899 from 11,658
Change+241 (+2%)
Value$1.1M (-$29.0K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares11,869 from 3,249
Change+8,620 (+265%)
Value$1.1M (+$800.5K)
Filed 2026-11-04
Argyle Capital Partners, LLC
INCREASED
Shares11,862 from 7,712
Change+4,150 (+54%)
Value$1.1M (+$358.1K)
Filed 2026-10-23
Bluedoor Private Wealth, LLC
UNCHANGED
Shares11,839 from 11,839
Change0 (0%)
Value$1.1M (-$52.6K)
Filed 2026-11-05
Sheets Smith Wealth Management
DECREASED
Shares11,786 from 12,401
Change-615 (-5%)
Value$1.1M (-$113.2K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares11,771 from 11,801
Change-30 (0%)
Value$1.1M (-$55.3K)
Filed 2026-10-08
VestGen Advisors, LLC
DECREASED
Shares11,734 from 21,892
Change-10,158 (-46%)
Value$1.1M (-$1.1M)
Filed 2026-10-27
Fermata Advisors, LLC
INCREASED
Shares11,661 from 9,989
Change+1,672 (+17%)
Value$1.1M (+$113.7K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares11,596 from 9,928
Change+1,668 (+17%)
Value$1.1M (+$113.0K)
Filed 2026-10-22
Eagle Wealth Strategies LLC
NEW
Shares11,490
Change+11,490
Value$1.1M
Filed 2026-10-20
Kampmann Melissa S.
INCREASED
Shares11,443 from 11,053
Change+390 (+4%)
Value$1.1M (-$12.2K)
Filed 2026-10-28
King Wealth Management Group
DECREASED
Shares11,433 from 11,843
Change-410 (-3%)
Value$1.1M (-$91.0K)
Filed 2026-11-09
TSG Advice Partners, LLC
NEW
Shares11,399
Change+11,399
Value$1.1M
Filed 2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares11,389 from 11,514
Change-125 (-1%)
Value$1.1M (-$63.0K)
Filed 2026-10-23
Brookmont Capital Management
INCREASED
Shares11,343 from 10,278
Change+1,065 (+10%)
Value$1.1M (+$55.1K)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares11,288 from 7,948
Change+3,340 (+42%)
Value$1.1M (+$280.5K)
Filed 2026-10-14
TCV Trust & Wealth Management, Inc.
DECREASED
Shares11,279 from 12,025
Change-746 (-6%)
Value$1.1M (-$123.9K)
Filed 2026-10-16
Lee Financial Co
INCREASED
Shares11,197 from 11,093
Change+104 (+1%)
Value$1.1M (-$39.4K)
Filed 2026-10-16
Wall Capital Group, Inc.
DECREASED
Shares11,183 from 12,927
Change-1,744 (-13%)
Value$1.1M (-$222.3K)
Filed 2026-10-14
Brooklyn FI, LLC
INCREASED
Shares11,179 from 2,451
Change+8,728 (+356%)
Value$1.1M (+$838.3K)
Filed 2026-11-05
Sage Mountain Advisors LLC
DECREASED
Shares11,167 from 12,326
Change-1,159 (-9%)
Value$1.1M (-$164.3K)
Filed 2026-11-02
Peterson Wealth Services
INCREASED
Shares11,072 from 10,247
Change+825 (+8%)
Value$1.0M (+$32.5K)
Filed 2026-10-26
Milestone Asset Management, LLC
DECREASED
Shares10,959 from 11,262
Change-303 (-3%)
Value$1.0M (-$78.7K)
Filed 2026-10-15
Successful Portfolios LLC
INCREASED
Shares10,919 from 10,188
Change+731 (+7%)
Value$1.0M (+$28.4K)
Filed 2026-10-09
Rede Wealth, LLC
INCREASED
Shares10,917 from 10,584
Change+333 (+3%)
Value$1.0M (-$15.5K)
Filed 2026-10-22
Premier Path Wealth Partners, LLC
DECREASED
Shares10,866 from 84,914
Change-74,048 (-87%)
Value$1.0M (-$7.4M)
Filed 2026-10-16
Bond & Devick Financial Network, Inc.
INCREASED
Shares10,798 from 7,717
Change+3,081 (+40%)
Value$1.0M (+$257.0K)
Filed 2026-10-23
ALM First Financial Advisors, LLC
INCREASED
Shares10,786 from 9,767
Change+1,019 (+10%)
Value$1.0M (+$53.0K)
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares10,762 from 11,523
Change-761 (-7%)
Value$1.0M (-$123.1K)
Filed 2026-10-09
UMB Bank, n.a.
DECREASED
Shares10,757 from 15,591
Change-4,834 (-31%)
Value$1.0M (-$526.2K)
Filed 2026-11-06
Genesee Capital Advisors, LLC
INCREASED
Shares10,741 from 10,536
Change+205 (+2%)
Value$1.0M (-$27.4K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED
Shares10,712 from 10,622
Change+90 (+1%)
Value$1.0M (-$10.6K)
Filed 2026-11-02
Sugar Maple Asset Management, LLC
DECREASED
Shares10,710 from 15,540
Change-4,830 (-31%)
Value$1.0M (-$525.6K)
Filed 2026-10-13
Basso Capital Management, L.P.
DECREASED
Shares10,675 from 19,182
Change-8,507 (-44%)
Value$1.0M (-$889.4K)
Filed 2026-10-30
Beacon Financial Advisory LLC
DECREASED
Shares10,654 from 17,632
Change-6,978 (-40%)
Value$1.0M (-$738.0K)
Filed 2026-10-16
Cedar Point Capital Partners, LLC
INCREASED
Shares10,604 from 10,125
Change+479 (+5%)
Value$1.0M (+$330)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares10,551 from 12,526
Change-1,975 (-16%)
Value$997.5K (-$242.3K)
Filed 2026-10-15
Core Wealth Partners LLC
DECREASED
Shares10,527 from 15,948
Change-5,421 (-34%)
Value$995.3K (-$583.3K)
Filed 2026-11-02
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares10,522 from 11,899
Change-1,377 (-12%)
Value$994.8K (-$183.0K)
Filed 2026-10-19
rebel Financial LLC
DECREASED
Shares10,502 from 141,081
Change-130,579 (-93%)
Value$992.9K (-$13.0M)
Filed 2026-11-04
Summit Financial Consulting LLC
DECREASED
Shares10,457 from 10,989
Change-532 (-5%)
Value$988.6K (-$99.1K)
Filed 2026-10-15
NorthLanding Financial Partners, LLC
DECREASED
Shares10,424 from 14,155
Change-3,731 (-26%)
Value$985.5K (-$415.5K)
Filed 2026-10-15
Advus Financial Partners, LLC
DECREASED
Shares10,419 from 10,797
Change-378 (-3%)
Value$985.1K (-$83.6K)
Filed 2026-10-20
Cidel Asset Management Inc
UNCHANGED
Shares10,301 from 10,301
Change0 (0%)
Value$973.9K (-$45.7K)
Filed 2026-10-29
Steel Grove Capital Advisors, LLC
DECREASED
Shares10,017 from 10,050
Change-33 (0%)
Value$947.0K (-$47.7K)
Filed 2026-10-13
TME Financial, Inc.
DECREASED
Shares10,015 from 10,653
Change-638 (-6%)
Value$946.8K (-$107.6K)
Filed 2026-10-14
Tsfg, LLC
DECREASED
Shares9,999 from 10,668
Change-669 (-6%)
Value$945.0K (-$111.0K)
Filed 2026-10-23
Aprio Wealth Management, LLC
DECREASED
Shares9,931 from 18,356
Change-8,425 (-46%)
Value$938.9K (-$878.1K)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares9,850 from 10,842
Change-992 (-9%)
Value$931.2K (-$141.9K)
Filed 2026-10-22
Oak Wealth Advisors LLC
INCREASED
Shares9,845 from 9,825
Change+20 (+0%)
Value$930.8K (-$41.7K)
Filed 2026-11-09
Avion Wealth
DECREASED
Shares9,832 from 10,010
Change-178 (-2%)
Value$929.0K (-$61.0K)
Filed 2026-11-04
Smith Thornton Advisors LLC
DECREASED
Shares9,820 from 9,822
Change-2 (0%)
Value$928.4K (-$31.3K)
Filed 2026-10-16
Altfest L J & Co Inc
DECREASED
Shares9,754 from 13,387
Change-3,633 (-27%)
Value$922.1K (-$402.9K)
Filed 2026-10-27
Princeton Global Asset Management LLC
INCREASED
Shares9,699 from 9,373
Change+326 (+3%)
Value$916.9K (-$10.8K)
Filed 2026-10-21
HRC Wealth Management, LLC
INCREASED
Shares9,682 from 9,552
Change+130 (+1%)
Value$915.3K (-$30.2K)
Filed 2026-10-16
Ellis Investment Partners, LLC
DECREASED
Shares9,598 from 9,707
Change-109 (-1%)
Value$907.5K (-$53.4K)
Filed 2026-10-21
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares9,564 from 4,946
Change+4,618 (+93%)
Value$904.2K (+$414.6K)
Filed 2026-10-13
Carnegie Investment Counsel
DECREASED
Shares9,416 from 9,624
Change-208 (-2%)
Value$890.2K (-$62.4K)
Filed 2026-10-20
Kitching Partners, LLC
INCREASED
Shares9,387 from 7,741
Change+1,646 (+21%)
Value$887.4K (+$121.2K)
Filed 2026-11-02
Hoge Financial Services, LLC
INCREASED
Shares9,350 from 9,255
Change+95 (+1%)
Value$884.0K (-$32.1K)
Filed 2026-11-05
Integrity Wealth Partners, LLC
NEW
Shares9,343
Change+9,343
Value$883.3K
Filed 2026-10-14
MMA Asset Management LLC
INCREASED
Shares9,315 from 8,892
Change+423 (+5%)
Value$880.6K (+$501)
Filed 2026-11-02
Orin Green Financial, LLC
INCREASED
Shares9,273 from 9,013
Change+260 (+3%)
Value$876.7K (-$15.4K)
Filed 2026-10-19
Optivise Advisory Services LLC
INCREASED
Shares9,260 from 9,059
Change+201 (+2%)
Value$875.4K (-$21.2K)
Filed 2026-10-19
AGF Management LTD
UNCHANGED
Shares9,200 from 9,200
Change0 (0%)
Value$869.8K (-$40.8K)
Filed 2026-11-03
Nordwand Advisors, LLC
DECREASED
Shares9,126 from 9,476
Change-350 (-4%)
Value$862.8K (-$75.2K)
Filed 2026-11-05
Eagle Strategies LLC
DECREASED
Shares9,116 from 150,069
Change-140,953 (-94%)
Value$861.8K (-$14.0M)
Filed 2026-10-16
Postrock Partners LLC
INCREASED
Shares9,034 from 6,784
Change+2,250 (+33%)
Value$854.1K (+$182.6K)
Filed 2026-11-02
Prairiewood Capital, LLC
INCREASED
Shares9,032 from 8,720
Change+312 (+4%)
Value$853.9K (-$9.2K)
Filed 2026-10-16
Invariant Investment Management
DECREASED
Shares8,959 from 11,601
Change-2,642 (-23%)
Value$844.4K (-$300.1K)
Filed 2026-10-08
Melfa Wealth Management, Inc.
INCREASED
Shares8,867 from 8,711
Change+156 (+2%)
Value$869.0K (+$6.7K)
Filed 2026-11-06
Well Done, LLC
NEW
Shares8,843
Change+8,843
Value$836.0K
Filed 2026-10-20
William Howard & Co Financial Advisors Inc
DECREASED
Shares8,820 from 9,340
Change-520 (-6%)
Value$833.8K (-$90.6K)
Filed 2026-11-04
Cottage Street Advisors LLC
INCREASED
Shares8,798 from 5,468
Change+3,330 (+61%)
Value$831.8K (+$290.6K)
Filed 2026-10-19
Legacy Capital Group California, Inc.
INCREASED
Shares8,782 from 8,694
Change+88 (+1%)
Value$830.2K (-$30.3K)
Filed 2026-11-09
Blue Fin Capital, Inc.
INCREASED
Shares8,759 from 8,688
Change+71 (+1%)
Value$828.1K (-$31.9K)
Filed 2026-10-28
Fiera Capital Corp
DECREASED
Shares8,736 from 8,746
Change-10 (0%)
Value$825.9K (-$39.8K)
Filed 2026-11-06
Connecticut Wealth Management, LLC
DECREASED
Shares8,690 from 9,840
Change-1,150 (-12%)
Value$821.6K (-$152.4K)
Filed 2026-10-13
Virtue Capital Management, LLC
INCREASED
Shares8,634 from 8,545
Change+89 (+1%)
Value$816.3K (-$29.5K)
Filed 2026-10-29
Summa Corp.
INCREASED
Shares8,560 from 8,550
Change+10 (+0%)
Value$809.3K (-$37.0K)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
INCREASED
Shares8,540 from 6,105
Change+2,435 (+40%)
Value$807.4K (+$203.1K)
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares8,534
Change+8,534
Value$806.8K
Filed 2026-11-04
Fortitude Advisory Group L.L.C.
DECREASED
Shares8,442 from 8,566
Change-124 (-1%)
Value$798.1K (-$49.8K)
Filed 2026-10-15
Finley Financial, LLC
UNCHANGED
Shares8,410 from 8,410
Change0 (0%)
Value$794.1K (-$38.4K)
Filed 2026-10-28
Cynosure Group, LLC
INCREASED
Shares8,406 from 8,315
Change+91 (+1%)
Value$794.8K (-$28.2K)
Filed 2026-11-03
Allegiance Financial Group Advisory Services LLC
NEW
Shares8,350
Change+8,350
Value$789.4K
Filed 2026-11-02
Weil Company, Inc.
INCREASED
Shares8,290 from 7,787
Change+503 (+6%)
Value$783.8K (+$13.0K)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares8,288 from 2,381
Change+5,907 (+248%)
Value$783.5K (+$547.8K)
Filed 2026-10-23
Vaughan & Co Securities, Inc.
INCREASED
Shares8,264 from 8,240
Change+24 (+0%)
Value$781.2K (-$34.4K)
Filed 2026-10-23
Y.D. More Investments Ltd
INCREASED
Shares8,220 from 7,375
Change+845 (+11%)
Value$776.7K (+$47.4K)
Filed 2026-11-02
Archer Investment Corp
INCREASED
Shares8,182 from 1,047
Change+7,135 (+681%)
Value$773.6K (+$669.9K)
Filed 2026-11-05
Veracity Capital LLC
INCREASED
Shares8,169 from 8,142
Change+27 (+0%)
Value$772.3K (-$33.6K)
Filed 2026-10-08
Inman Jager Wealth Management, LLC
INCREASED
Shares8,161 from 7,704
Change+457 (+6%)
Value$771.5K (+$9.0K)
Filed 2026-11-05
Kingdom Financial Group Llc.
DECREASED
Shares8,061 from 9,200
Change-1,139 (-12%)
Value$762.1K (-$148.5K)
Filed 2026-11-04
Evergreen Advisors, LLC
DECREASED
Shares8,058 from 8,101
Change-43 (-1%)
Value$761.8K (-$40.0K)
Filed 2026-10-28
Sound Income Strategies, LLC
DECREASED
Shares8,043 from 9,517
Change-1,474 (-15%)
Value$761.2K (-$180.8K)
Filed 2026-10-09
Wedmont Private Capital
NEW
Shares8,037
Change+8,037
Value$760.5K
Filed 2026-10-09
Echo45 Advisors LLC
INCREASED
Shares8,020 from 2,815
Change+5,205 (+185%)
Value$758.2K (+$479.6K)
Filed 2026-10-07
Brady Family Wealth, LLC
UNCHANGED
Shares7,971 from 7,971
Change0 (0%)
Value$753.6K (-$35.4K)
Filed 2026-11-02
Cooper Financial Group
INCREASED
Shares7,925 from 6,416
Change+1,509 (+24%)
Value$749.3K (+$114.2K)
Filed 2026-10-07
Brandywine OAK Private Wealth LLC
INCREASED
Shares7,893 from 4,817
Change+3,076 (+64%)
Value$746.2K (+$269.4K)
Filed 2026-10-23
TSA Wealth Managment LLC
INCREASED
Shares7,884 from 4,641
Change+3,243 (+70%)
Value$745.4K (+$286.0K)
Filed 2026-10-22
BWM Planning, LLC
UNCHANGED
Shares7,845 from 7,845
Change0 (0%)
Value$741.7K (-$34.8K)
Filed 2026-11-09
Bayshore Capital Advisors, LLC
UNCHANGED
Shares7,827 from 7,827
Change0 (0%)
Value$740.0K (-$34.8K)
Filed 2026-11-02
4J Wealth Management LLC
NEW
Shares7,798
Change+7,798
Value$737.2K
Filed 2026-11-02
Brighton Jones LLC
DECREASED
Shares7,776 from 8,449
Change-673 (-8%)
Value$735.1K (-$101.2K)
Filed 2026-11-03
First Command Advisory Services, Inc.
INCREASED
Shares7,711 from 4,244
Change+3,467 (+82%)
Value$729.0K (+$308.9K)
Filed 2026-11-05
Guardian Partners Inc.
DECREASED
Shares7,697 from 8,441
Change-744 (-9%)
Value$727.7K (-$107.8K)
Filed 2026-10-21
Advisortrust Partners, LLC
INCREASED
Shares7,660 from 7,505
Change+155 (+2%)
Value$724.2K (-$18.7K)
Filed 2026-11-02
Transcendent Capital Group LLC
INCREASED
Shares7,646 from 6,691
Change+955 (+14%)
Value$722.9K (+$60.6K)
Filed 2026-10-28
Farrow Financial, Inc.
INCREASED
Shares7,602 from 7,552
Change+50 (+1%)
Value$718.7K (-$28.8K)
Filed 2026-10-30
Outfitters Financial LLC
INCREASED
Shares7,568 from 7,561
Change+7 (+0%)
Value$715.5K (-$32.9K)
Filed 2026-10-23
Simon Quick Advisors, LLC
INCREASED
Shares7,547 from 7,464
Change+83 (+1%)
Value$713.5K (-$25.3K)
Filed 2026-10-26
GW Henssler & Associates LTD
INCREASED
Shares7,479 from 7,444
Change+35 (+0%)
Value$707.1K (-$29.7K)
Filed 2026-10-26
Factor Wealth Management LTD
DECREASED
Shares7,397 from 9,236
Change-1,839 (-20%)
Value$699.3K (-$214.8K)
Filed 2026-10-08
TruNorth Capital Management, LLC
DECREASED
Shares7,344 from 10,743
Change-3,399 (-32%)
Value$694.3K (-$369.0K)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
DECREASED
Shares7,337 from 35,867
Change-28,530 (-80%)
Value$693.6K (-$2.9M)
Filed 2026-11-04
Amicus Financial Advisors, LLC
INCREASED
Shares7,311 from 7,199
Change+112 (+2%)
Value$691.1K (-$21.4K)
Filed 2026-11-03
Augustine Asset Management Inc
INCREASED
Shares7,156 from 7,049
Change+107 (+2%)
Value$676.5K (-$21.2K)
Filed 2026-10-13
Skyline Advisors, Inc.
DECREASED
Shares7,118 from 7,407
Change-289 (-4%)
Value$673.0K (-$60.2K)
Filed 2026-11-03
Rinkey Investments
DECREASED
Shares7,087 from 9,106
Change-2,019 (-22%)
Value$670.0K (-$231.3K)
Filed 2026-10-28
Entrewealth, LLC
DECREASED
Shares7,070 from 14,530
Change-7,460 (-51%)
Value$668.4K (-$747.3K)
Filed 2026-10-14
IPG Investment Advisors LLC
INCREASED
Shares7,056 from 6,540
Change+516 (+8%)
Value$667.1K (+$19.7K)
Filed 2026-10-30
Uptick Partners, LLC
INCREASED
Shares7,014 from 6,399
Change+615 (+10%)
Value$663.1K (+$29.8K)
Filed 2026-11-04
Finward Bancorp
DECREASED
Shares6,987 from 7,077
Change-90 (-1%)
Value$660.6K (-$39.9K)
Filed 2026-10-14
Procyon Advisors, LLC
DECREASED
Shares6,961 from 10,514
Change-3,553 (-34%)
Value$658.1K (-$382.7K)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
DECREASED
Shares6,955 from 17,203
Change-10,248 (-60%)
Value$657.5K (-$1.0M)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares6,951 from 253
Change+6,698 (+2647%)
Value$657.0K (+$632.0K)
Filed 2026-10-14
Unify Financial Advisors
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$652.3K (-$30.6K)
Filed 2026-11-03
Droms Strauss Advisors Inc
DECREASED
Shares6,836 from 6,969
Change-133 (-2%)
Value$646.2K (-$43.5K)
Filed 2026-11-03
Planned Solutions, Inc.
DECREASED
Shares6,775 from 6,993
Change-218 (-3%)
Value$640.5K (-$51.7K)
Filed 2026-10-19
Clearwave Capital, LLC
INCREASED
Shares6,765 from 6,701
Change+64 (+1%)
Value$639.6K (-$23.7K)
Filed 2026-10-27
Gladwyn Financial Advisors, Inc.
DECREASED
Shares6,742 from 6,853
Change-111 (-2%)
Value$637.4K (-$41.0K)
Filed 2026-10-05
Regimen Wealth, LLC
INCREASED
Shares6,729 from 6,522
Change+207 (+3%)
Value$636.2K (-$9.4K)
Filed 2026-11-09
LCW Services, LLC
INCREASED
Shares6,629 from 5,748
Change+881 (+15%)
Value$626.7K (+$57.8K)
Filed 2026-10-21
BKM Wealth Management, LLC
DECREASED
Shares6,562 from 6,618
Change-56 (-1%)
Value$620.4K (-$34.7K)
Filed 2026-10-22
Ejmk Ventures LLC
DECREASED
Shares6,559 from 7,272
Change-713 (-10%)
Value$620.1K (-$99.7K)
Filed 2026-10-21
Argent Trust Co
DECREASED
Shares6,489 from 8,366
Change-1,877 (-22%)
Value$613.5K (-$214.6K)
Filed 2026-11-09
Uniting Wealth Partners, LLC
INCREASED
Shares6,477 from 4,415
Change+2,062 (+47%)
Value$612.3K (+$175.3K)
Filed 2026-11-06
Sterling Group Wealth Management, LLC
UNCHANGED
Shares6,476 from 6,476
Change0 (0%)
Value$612.2K (-$28.8K)
Filed 2026-11-03
Palladiem, LLC
DECREASED
Shares6,470 from 7,471
Change-1,001 (-13%)
Value$611.7K (-$127.8K)
Filed 2026-11-09
Cambridge Advisors Inc.
UNCHANGED
Shares6,458 from 6,458
Change0 (0%)
Value$610.5K (-$28.7K)
Filed 2026-10-19
Revolve Wealth Partners, LLC
INCREASED
Shares6,440 from 6,349
Change+91 (+1%)
Value$608.8K (-$19.6K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares6,364 from 7,525
Change-1,161 (-15%)
Value$601.7K (-$143.2K)
Filed 2026-10-27
Stone House Investment Management, LLC
UNCHANGED
Shares6,346 from 6,346
Change0 (0%)
Value$600.0K (-$28.1K)
Filed 2026-10-23
Bourgeon Capital Management LLC
DECREASED
Shares6,342 from 10,417
Change-4,075 (-39%)
Value$599.6K (-$431.5K)
Filed 2026-10-19
Maseco LLP
INCREASED
Shares6,325 from 6,145
Change+180 (+3%)
Value$597.9K (-$10.2K)
Filed 2026-10-27
Victory Financial Group, LLC
DECREASED
Shares6,311 from 6,548
Change-237 (-4%)
Value$596.7K (-$51.5K)
Filed 2026-10-27
Isthmus Partners, LLC
UNCHANGED
Shares6,290 from 6,290
Change0 (0%)
Value$594.7K (-$27.9K)
Filed 2026-10-21
SWP Financial LLC
INCREASED
Shares6,276 from 5,869
Change+407 (+7%)
Value$593.3K (+$12.4K)
Filed 2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED
Shares6,257 from 6,257
Change0 (0%)
Value$591.5K (-$27.8K)
Filed 2026-10-06
Krilogy Financial LLC
INCREASED
Shares6,240 from 3,735
Change+2,505 (+67%)
Value$590.7K (+$221.1K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
INCREASED
Shares6,128 from 5,602
Change+526 (+9%)
Value$579.3K (+$24.8K)
Filed 2026-11-05
Uptown Financial Advisors LLC
INCREASED
Shares6,121 from 5,914
Change+207 (+4%)
Value$578.8K (-$6.6K)
Filed 2026-10-15
Noesis Capital Mangement Corp
INCREASED
Shares6,102 from 2,903
Change+3,199 (+110%)
Value$576.9K (+$289.5K)
Filed 2026-10-26
Strategent Financial, LLC
INCREASED
Shares6,082 from 2,550
Change+3,532 (+139%)
Value$575.0K (+$322.6K)
Filed 2026-10-30
XY Planning Network, Inc.
INCREASED
Shares6,058 from 3,736
Change+2,322 (+62%)
Value$572.7K (+$202.9K)
Filed 2026-10-14
Zinnia Wealth Advisory, LLC
DECREASED
Shares5,981 from 6,173
Change-192 (-3%)
Value$565.5K (-$45.5K)
Filed 2026-11-06
Carolina Wealth Management Inc
DECREASED
Shares5,980 from 6,618
Change-638 (-10%)
Value$565.3K (-$89.7K)
Filed 2026-10-29
MSH Capital Advisors LLC
DECREASED
Shares5,973 from 6,227
Change-254 (-4%)
Value$564.7K (-$51.7K)
Filed 2026-11-03
Moneco Advisors, LLC
INCREASED
Shares5,954 from 5,259
Change+695 (+13%)
Value$562.9K (+$42.4K)
Filed 2026-11-05
Truefg, LLC
DECREASED
Shares5,950 from 6,438
Change-488 (-8%)
Value$562.5K (-$74.7K)
Filed 2026-10-15
Shaker Investments LLC
INCREASED
Shares5,916 from 4,881
Change+1,035 (+21%)
Value$559.3K (+$76.1K)
Filed 2026-11-05
Gallagher Capital Advisors, LLC
DECREASED
Shares5,874 from 6,264
Change-390 (-6%)
Value$555.3K (-$64.7K)
Filed 2026-10-09
Cornerstone Wealth Management, LLC
DECREASED
Shares5,858 from 5,955
Change-97 (-2%)
Value$553.8K (-$35.7K)
Filed 2026-11-04
Tilson Financial Group, Inc.
DECREASED
Shares5,812 from 5,872
Change-60 (-1%)
Value$549.5K (-$31.8K)
Filed 2026-11-09
Crusonia Wealth Advisors LLC
DECREASED
Shares5,790 from 10,016
Change-4,226 (-42%)
Value$547.4K (-$444.0K)
Filed 2026-10-26
Shepherd Financial Partners LLC
DECREASED
Shares5,781 from 6,010
Change-229 (-4%)
Value$546.6K (-$48.3K)
Filed 2026-11-03
Graetz Wealth LLC
INCREASED
Shares5,701 from 5,274
Change+427 (+8%)
Value$539.0K (+$16.9K)
Filed 2026-10-27
Asset Allocation & Management Company, LLC
UNCHANGED
Shares5,692 from 5,692
Change0 (0%)
Value$538.0K (+$537.4K)
Filed 2026-10-13
Olio Financial Planning
NEW
Shares5,644
Change+5,644
Value$533.6K
Filed 2026-10-22
TMB Capital Partners, LLC
DECREASED
Shares5,615 from 6,185
Change-570 (-9%)
Value$530.8K (-$81.3K)
Filed 2026-10-20
Clark Asset Management, LLC
DECREASED
Shares5,593 from 14,470
Change-8,877 (-61%)
Value$528.7K (-$903.5K)
Filed 2026-10-19
Sharkey, Howes & Javer
DECREASED
Shares5,593 from 5,662
Change-69 (-1%)
Value$528.8K (-$31.7K)
Filed 2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED
Shares5,558 from 4,613
Change+945 (+20%)
Value$525.0K (+$68.0K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares5,555 from 7,502
Change-1,947 (-26%)
Value$525.2K (-$217.3K)
Filed 2026-10-20
First Financial Bank - Trust Division
INCREASED
Shares5,538 from 4,988
Change+550 (+11%)
Value$523.6K (+$29.8K)
Filed 2026-10-01
Surience Private Wealth LLC
NEW
Shares5,480
Change+5,480
Value$518.1K
Filed 2026-10-16
Strengthening Families & Communities, LLC
INCREASED
Shares5,477 from 5,426
Change+51 (+1%)
Value$517.8K (-$19.3K)
Filed 2026-10-21
William John Sempolinski
DECREASED
Shares5,458 from 5,528
Change-70 (-1%)
Value$516.0K (-$31.2K)
Filed 2026-10-20
United Bank
DECREASED
Shares5,410 from 5,528
Change-118 (-2%)
Value$511.5K (-$35.7K)
Filed 2026-11-06
Able Financial Group, LLC
DECREASED
Shares5,391 from 7,869
Change-2,478 (-31%)
Value$509.7K (-$269.2K)
Filed 2026-10-14
Monument Capital Management
DECREASED
Shares5,355 from 7,356
Change-2,001 (-27%)
Value$506.3K (-$221.8K)
Filed 2026-10-09
Foundation Wealth Management, Llc\pa
INCREASED
Shares5,313 from 5,130
Change+183 (+4%)
Value$502.3K (-$5.5K)
Filed 2026-10-14
Attessa Capital LLC
INCREASED
Shares5,301 from 5,206
Change+95 (+2%)
Value$501.2K (-$14.1K)
Filed 2026-10-09
Wealthfront Advisers LLC
DECREASED
Shares5,284 from 5,474
Change-190 (-3%)
Value$499.5K (-$42.3K)
Filed 2026-11-09
Life Planning Partners, Inc
INCREASED
Shares5,280 from 4,199
Change+1,081 (+26%)
Value$499.1K (+$83.5K)
Filed 2026-10-28
Lantern Wealth Advisors, LLC
DECREASED
Shares5,260 from 5,348
Change-88 (-2%)
Value$497.3K (-$32.1K)
Filed 2026-10-22
Power Wealth Management LLC
DECREASED
Shares5,224 from 5,735
Change-511 (-9%)
Value$493.9K (-$73.8K)
Filed 2026-10-27
Sprott Inc.
DECREASED
Shares5,224 from 5,321
Change-97 (-2%)
Value$493.8K (-$32.9K)
Filed 2026-11-09
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares5,216 from 5,163
Change+53 (+1%)
Value$493.2K (-$17.9K)
Filed 2026-10-19
Chapin Davis, Inc.
INCREASED
Shares5,207 from 4,941
Change+266 (+5%)
Value$492.3K (+$3.3K)
Filed 2026-10-09
Freedom Investment Management, Inc.
INCREASED
Shares5,169 from 4,683
Change+486 (+10%)
Value$488.7K (+$25.1K)
Filed 2026-11-09
Covestor Ltd
INCREASED
Shares5,145 from 439
Change+4,706 (+1072%)
Value$486.0K (+$486.0K)
Filed 2026-10-30
Gateway Investment Advisers LLC
NEW
Shares5,144
Change+5,144
Value$486.3K
Filed 2026-10-13
Courier Capital LLC
DECREASED
Shares5,120 from 5,524
Change-404 (-7%)
Value$484.0K (-$62.7K)
Filed 2026-10-19
Gradient Capital Advisors, LLC
UNCHANGED
Shares5,107 from 5,107
Change0 (0%)
Value$482.8K (-$22.7K)
Filed 2026-10-21
Gradient Investments LLC
INCREASED
Shares5,063 from 2,147
Change+2,916 (+136%)
Value$478.7K (+$266.2K)
Filed 2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED
Shares5,036 from 4,713
Change+323 (+7%)
Value$476.1K (+$9.6K)
Filed 2026-10-14
Selective Wealth Management, Inc.
UNCHANGED
Shares5,029 from 5,029
Change0 (0%)
Value$479.8K (-$14.0K)
Filed 2026-10-16
Lake Street Private Wealth, LLC
DECREASED
Shares5,018 from 41,257
Change-36,239 (-88%)
Value$474.5K (-$3.6M)
Filed 2026-10-22
Claro Advisors Inc.
INCREASED
Shares5,007 from 4,715
Change+292 (+6%)
Value$473.4K (+$6.7K)
Filed 2026-11-02
Gray Private Wealth, LLC
INCREASED
Shares4,984 from 4,886
Change+98 (+2%)
Value$471.2K (-$12.4K)
Filed 2026-10-28
Northwest Wealth Advisors, LLC
INCREASED
Shares4,933 from 3,528
Change+1,405 (+40%)
Value$466.4K (+$117.2K)
Filed 2026-11-02
Silver OAK Securities, Incorporated
INCREASED
Shares4,865 from 4,264
Change+601 (+14%)
Value$469.8K (+$47.8K)
Filed 2026-11-09
Legacy Financial Strategies, LLC
DECREASED
Shares4,855 from 458,378
Change-453,523 (-99%)
Value$459.0K (-$44.9M)
Filed 2026-10-15
Cypress Wealth Services, LLC
INCREASED
Shares4,838 from 2,857
Change+1,981 (+69%)
Value$456.5K (+$173.7K)
Filed 2026-10-21
Promethium Advisors,llc
DECREASED
Shares4,820 from 4,892
Change-72 (-1%)
Value$455.7K (-$28.5K)
Filed 2026-10-19
Vontobel Holding Ltd.
UNCHANGED
Shares4,820 from 4,820
Change0 (0%)
Value$455.7K (-$21.4K)
Filed 2026-10-16
Sentinel Pension Advisors, LLC
INCREASED
Shares4,794 from 3,717
Change+1,077 (+29%)
Value$453.3K (+$88.2K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares4,791 from 3,580
Change+1,211 (+34%)
Value$452.9K (+$98.6K)
Filed 2026-11-03
Cornerstone Planning Group LLC
DECREASED
Shares4,779 from 4,935
Change-156 (-3%)
Value$452.0K (-$29.5K)
Filed 2026-10-16
Florida Financial Advisors, LLC
DECREASED
Shares4,712 from 5,030
Change-318 (-6%)
Value$445.4K (-$52.4K)
Filed 2026-11-09
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares4,696 from 5,774
Change-1,078 (-19%)
Value$443.9K (-$127.6K)
Filed 2026-10-16
Ameraudi Asset Management, Inc.
DECREASED
Shares4,672 from 5,129
Change-457 (-9%)
Value$441.7K (-$66.0K)
Filed 2026-11-05
Traynor Capital Management, Inc.
INCREASED
Shares4,669 from 4,666
Change+3 (+0%)
Value$441.4K (-$20.5K)
Filed 2026-10-29
W Advisors, LLC
INCREASED
Shares4,659 from 3,949
Change+710 (+18%)
Value$440.5K (+$49.6K)
Filed 2026-11-02
Weaver Consulting Group
UNCHANGED
Shares4,610 from 4,610
Change0 (0%)
Value$435.8K (-$20.5K)
Filed 2026-10-07
Heritage Wealth Advisors
INCREASED
Shares4,607 from 4,075
Change+532 (+13%)
Value$435.6K (+$32.2K)
Filed 2026-11-09
Warner Financial, Inc
DECREASED
Shares4,561 from 5,194
Change-633 (-12%)
Value$431.2K (-$82.9K)
Filed 2026-11-06
Pioneer Wealth Management Group
INCREASED
Shares4,558 from 4,555
Change+3 (+0%)
Value$430.9K (-$19.9K)
Filed 2026-10-09
White Lighthouse Investment Management Inc.
UNCHANGED
Shares4,554 from 4,554
Change0 (0%)
Value$430.5K (-$20.2K)
Filed 2026-10-21
Andina Capital Management, LLC
DECREASED
Shares4,541 from 6,321
Change-1,780 (-28%)
Value$429.3K (-$196.3K)
Filed 2026-10-21
Alpine Bank Wealth Management
NEW
Shares4,521
Change+4,521
Value$427.4K
Filed 2026-10-16
WoodTrust Financial Corp
NEW
Shares4,508
Change+4,508
Value$426.0K
Filed 2026-10-09
BG Investment Services, LLC
DECREASED
Shares4,488 from 4,556
Change-68 (-1%)
Value$424.3K (-$26.7K)
Filed 2026-10-23
Inspire Trust Co, N.A.
UNCHANGED
Shares4,486 from 4,486
Change0 (0%)
Value$424.1K (-$19.9K)
Filed 2026-11-05
Noble Family Wealth, LLC
UNCHANGED
Shares4,475 from 4,475
Change0 (0%)
Value$423.1K (-$19.9K)
Filed 2026-10-26
Bfsg, LLC
DECREASED
Shares4,448 from 5,980
Change-1,532 (-26%)
Value$420.5K (-$171.4K)
Filed 2026-10-30
Compass Planning Associates Inc
NEW
Shares4,440
Change+4,440
Value$419.8K
Filed 2026-10-13
Dale Q Rice Investment Management Ltd
DECREASED
Shares4,428 from 4,555
Change-127 (-3%)
Value$418.6K (-$32.2K)
Filed 2026-10-09
Missouri Trust & Investment Co
INCREASED
Shares4,398 from 4,142
Change+256 (+6%)
Value$415.8K (+$12.5K)
Filed 2026-11-04
Presper Financial Architects, LLC
DECREASED
Shares4,373 from 4,578
Change-205 (-4%)
Value$413.4K (-$39.7K)
Filed 2026-11-09
Farrell Financial LLC
DECREASED
Shares4,367 from 5,736
Change-1,369 (-24%)
Value$412.9K (-$154.9K)
Filed 2026-10-16
Romano Brothers and Company
DECREASED
Shares4,308 from 4,373
Change-65 (-1%)
Value$407.3K (-$25.6K)
Filed 2026-10-22
Carter Financial Group, Inc.
INCREASED
Shares4,303 from 3,712
Change+591 (+16%)
Value$406.8K (+$39.4K)
Filed 2026-10-21
Abel Hall, LLC
DECREASED
Shares4,273 from 4,417
Change-144 (-3%)
Value$404.0K (-$33.2K)
Filed 2026-10-19
Elevatus Welath Management
DECREASED
Shares4,261 from 36,508
Change-32,247 (-88%)
Value$402.9K (-$3.2M)
Filed 2026-10-19
Joel Isaacson & Co., LLC
DECREASED
Shares4,259 from 4,543
Change-284 (-6%)
Value$402.6K (-$47.0K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares4,257 from 11,007
Change-6,750 (-61%)
Value$402.6K (-$686.8K)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares4,257 from 4,201
Change+56 (+1%)
Value$402.5K (-$13.4K)
Filed 2026-10-30
Brickley Wealth Management
INCREASED
Shares4,249 from 3,934
Change+315 (+8%)
Value$401.7K (+$12.3K)
Filed 2026-11-04
Keystone Wealth Services, LLC
INCREASED
Shares4,231 from 2,131
Change+2,100 (+99%)
Value$400.3K (+$189.3K)
Filed 2026-11-03
Hanson & Doremus Investment Management
INCREASED
Shares4,197 from 4,156
Change+41 (+1%)
Value$397.0K (-$14.0K)
Filed 2026-10-16
Werba Rubin Papier Wealth Management
INCREASED
Shares4,188 from 4,173
Change+15 (+0%)
Value$396.0K (-$17.1K)
Filed 2026-11-06
Evolution Wealth Advisors, LLC
INCREASED
Shares4,179 from 3,677
Change+502 (+14%)
Value$395.1K (+$31.1K)
Filed 2026-11-03
Sonata Capital Group Inc
DECREASED
Shares4,173 from 4,423
Change-250 (-6%)
Value$394.5K (-$43.3K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
DECREASED
Shares4,148 from 4,632
Change-484 (-10%)
Value$392.2K (-$66.3K)
Filed 2026-10-21
Bright Futures Wealth Management, Llc.
DECREASED
Shares4,140 from 4,260
Change-120 (-3%)
Value$391.4K (-$30.3K)
Filed 2026-10-23
Johnson Bixby & Associates, LLC
UNCHANGED
Shares4,138 from 4,138
Change0 (0%)
Value$391.2K (-$18.4K)
Filed 2026-10-14
Meramec Financial Planners, LLC
INCREASED
Shares4,128 from 645
Change+3,483 (+540%)
Value$398.6K (+$335.6K)
Filed 2026-11-09
Reston Wealth Management LLC
NEW
Shares4,057
Change+4,057
Value$383.5K
Filed 2026-10-29
Manuka Financial, LLC
INCREASED
Shares4,050 from 4,017
Change+33 (+1%)
Value$382.9K (-$14.7K)
Filed 2026-10-16
Gemmer Asset Management LLC
DECREASED
Shares4,042 from 11,493
Change-7,451 (-65%)
Value$382.2K (-$755.4K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
DECREASED
Shares4,030 from 10,515
Change-6,485 (-62%)
Value$381.0K (-$659.8K)
Filed 2026-10-09
Bank Hapoalim BM
INCREASED
Shares4,029 from 3,836
Change+193 (+5%)
Value$381.0K (+$1.0K)
Filed 2026-11-10
Vann Equity Management LLC
NEW
Shares4,009
Change+4,009
Value$379.0K
Filed 2026-10-08
Associated Banc-Corp
INCREASED
Shares3,977 from 3,938
Change+39 (+1%)
Value$376.0K (-$13.8K)
Filed 2026-10-30
Lewis Asset Management, LLC
INCREASED
Shares3,971 from 3,970
Change+1 (+0%)
Value$375.4K (-$17.6K)
Filed 2026-10-14
Waystone Advisors LLC
UNCHANGED
Shares3,970 from 3,970
Change0 (0%)
Value$393.0K ($0)
Filed 2026-10-16
Willow Creek Wealth Management Inc.
INCREASED
Shares3,968 from 3,953
Change+15 (+0%)
Value$375.1K (-$16.1K)
Filed 2026-10-26
First National Bank & Trust Co of Newtown
UNCHANGED
Shares3,960 from 3,960
Change0 (0%)
Value$381.6K (-$4.0K)
Filed 2026-11-09
Trust Co of the South
UNCHANGED
Shares3,958 from 3,958
Change0 (0%)
Value$374.2K (-$17.6K)
Filed 2026-10-21
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares3,936 from 5,580
Change-1,644 (-29%)
Value$372.1K (-$180.1K)
Filed 2026-10-21
Waters Parkerson & Co., LLC
INCREASED
Shares3,930 from 3,570
Change+360 (+10%)
Value$371.5K (+$18.2K)
Filed 2026-11-04
Montag A & Associates Inc
INCREASED
Shares3,903 from 3,679
Change+224 (+6%)
Value$369.0K (+$4.8K)
Filed 2026-10-29
MBL Wealth, LLC
DECREASED
Shares3,885 from 4,399
Change-514 (-12%)
Value$367.3K (-$68.1K)
Filed 2026-10-22
Altura Wealth Advisors Inc.
DECREASED
Shares3,870 from 4,137
Change-267 (-6%)
Value$365.9K (-$43.6K)
Filed 2026-10-22
Insight Wealth Partners, LLC
DECREASED
Shares3,864 from 4,315
Change-451 (-10%)
Value$365.3K (-$61.8K)
Filed 2026-10-26
Birch Financial Group, LLC
DECREASED
Shares3,831 from 3,833
Change-2 (0%)
Value$362.1K (-$17.2K)
Filed 2026-10-27
Dogwood Wealth Management LLC
INCREASED
Shares3,828 from 2,325
Change+1,503 (+65%)
Value$361.9K (+$131.8K)
Filed 2026-11-09
Carmel Capital Partners, LLC
DECREASED
Shares3,817 from 4,196
Change-379 (-9%)
Value$360.9K (-$54.4K)
Filed 2026-11-03
HFG Wealth Management, LLC
UNCHANGED
Shares3,806 from 3,806
Change0 (0%)
Value$376.7K ($0)
Filed 2026-10-16
HCR Wealth Advisors
UNCHANGED
Shares3,795 from 3,795
Change0 (0%)
Value$358.8K (-$16.9K)
Filed 2026-10-15
Traub Capital Management LLC
INCREASED
Shares3,770 from 3,160
Change+610 (+19%)
Value$356.4K (+$43.6K)
Filed 2026-11-09
Adelphi Trust Co
NEW
Shares3,757
Change+3,757
Value$355.2K
Filed 2026-10-05
Quadcap Wealth Management, LLC
DECREASED
Shares3,737 from 4,487
Change-750 (-17%)
Value$353.3K (-$90.8K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
INCREASED
Shares3,699 from 3,440
Change+259 (+8%)
Value$350.2K (+$9.2K)
Filed 2026-11-03
Gallacher Capital Management LLC
NEW
Shares3,698
Change+3,698
Value$349.6K
Filed 2026-10-30
Financial Consulate, Inc
UNCHANGED
Shares3,683 from 3,683
Change0 (0%)
Value$348.2K (-$16.4K)
Filed 2026-10-23
Patten & Patten Inc
DECREASED
Shares3,669 from 4,082
Change-413 (-10%)
Value$346.9K (-$57.2K)
Filed 2026-10-26
Acorn Wealth Advisors, LLC
DECREASED
Shares3,654 from 5,678
Change-2,024 (-36%)
Value$345.5K (-$216.6K)
Filed 2026-10-19
4Wealth Advisors, Inc.
UNCHANGED
Shares3,642 from 3,642
Change0 (0%)
Value$344.5K (-$17.4K)
Filed 2026-10-13
Northstar Group, Inc.
UNCHANGED
Shares3,630 from 3,630
Change0 (0%)
Value$343.2K (-$16.1K)
Filed 2026-11-10
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares3,578 from 3,233
Change+345 (+11%)
Value$338.0K (+$18.0K)
Filed 2026-11-02
Certuity, LLC
NEW
Shares3,554
Change+3,554
Value$336.0K
Filed 2026-11-02
Palisade Asset Management, LLC
DECREASED
Shares3,553 from 5,226
Change-1,673 (-32%)
Value$335.9K (-$181.4K)
Filed 2026-11-03
SBK Financial, Inc.
UNCHANGED
Shares3,552 from 3,552
Change0 (0%)
Value$335.8K (-$15.8K)
Filed 2026-11-02
Firethorn Wealth Partners, LLC
DECREASED
Shares3,549 from 3,902
Change-353 (-9%)
Value$335.5K (-$50.7K)
Filed 2026-10-14
Everhart Financial Group, Inc.
DECREASED
Shares3,546 from 3,551
Change-5 (0%)
Value$335.2K (-$16.2K)
Filed 2026-10-08
Peregrine Asset Advisers, Inc.
DECREASED
Shares3,537 from 3,578
Change-41 (-1%)
Value$334.3K (-$19.8K)
Filed 2026-11-09
Kestra Investment Management, LLC
DECREASED
Shares3,528 from 4,545
Change-1,017 (-22%)
Value$333.5K (-$116.3K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares3,506 from 3,557
Change-51 (-1%)
Value$331.5K (-$20.6K)
Filed 2026-10-21
Burney Co/
DECREASED
Shares3,452 from 4,325
Change-873 (-20%)
Value$326.4K (-$101.7K)
Filed 2026-10-15
Segment Wealth Management, LLC
INCREASED
Shares3,430 from 3,392
Change+38 (+1%)
Value$324.3K (-$11.5K)
Filed 2026-10-26
Portus Wealth Advisors, LLC
DECREASED
Shares3,427 from 3,915
Change-488 (-12%)
Value$324.0K (-$63.5K)
Filed 2026-10-13
Stephenson & Company, Inc.
UNCHANGED
Shares3,422 from 3,422
Change0 (0%)
Value$323.5K (-$15.2K)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
DECREASED
Shares3,416 from 4,827
Change-1,411 (-29%)
Value$323.0K (+$322.5K)
Filed 2026-10-27
Cutler Investment Counsel LLC
INCREASED
Shares3,395 from 3,393
Change+2 (+0%)
Value$321.0K (-$14.9K)
Filed 2026-10-28
25 LLC
UNCHANGED
Shares3,391 from 3,391
Change0 (0%)
Value$320.6K (-$15.0K)
Filed 2026-10-13
David J Yvars Group
INCREASED
Shares3,368 from 2,383
Change+985 (+41%)
Value$318.4K (+$82.5K)
Filed 2026-10-09
Linden Thomas Advisory Services, LLC
DECREASED
Shares3,349 from 3,356
Change-7 (0%)
Value$316.7K (-$15.5K)
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares3,344 from 2,280
Change+1,064 (+47%)
Value$316.2K (+$90.5K)
Filed 2026-10-21
Marino, Stram & Associates LLC
DECREASED
Shares3,331 from 3,430
Change-99 (-3%)
Value$314.9K (-$24.6K)
Filed 2026-10-22
Apeiron RIA LLC
DECREASED
Shares3,329 from 3,556
Change-227 (-6%)
Value$314.4K (-$37.7K)
Filed 2026-10-08
Centennial Bank
DECREASED
Shares3,309 from 4,964
Change-1,655 (-33%)
Value$312.8K (-$178.5K)
Filed 2026-11-09
Oath Planning, LLC
DECREASED
Shares3,290 from 4,801
Change-1,511 (-31%)
Value$311.0K (-$164.2K)
Filed 2026-10-20
Imc-Chicago, LLC
NEW
Shares3,289
Change+3,289
Value$310.9K
Filed 2026-11-05
Wincap Financial LLC
INCREASED
Shares3,280 from 3,059
Change+221 (+7%)
Value$310.1K (+$7.3K)
Filed 2026-10-20
Beacon Financial Group
DECREASED
Shares3,270 from 3,609
Change-339 (-9%)
Value$309.1K (-$48.1K)
Filed 2026-10-19
Integrity Investment Advisors, LLC
NEW
Shares3,263
Change+3,263
Value$308.5K
Filed 2026-11-03
Financial Management Professionals, Inc.
DECREASED
Shares3,258 from 3,336
Change-78 (-2%)
Value$308.0K (-$22.2K)
Filed 2026-10-23
Alliance Wealth Advisors, LLC
DECREASED
Shares3,242 from 4,011
Change-769 (-19%)
Value$306.6K (-$90.4K)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
NEW
Shares3,237
Change+3,237
Value$306.1K
Filed 2026-10-14
Omni 360 Wealth, Inc.
INCREASED
Shares3,232 from 2,509
Change+723 (+29%)
Value$305.5K (+$57.2K)
Filed 2026-10-13
MN Wealth Advisors, LLC
INCREASED
Shares3,220 from 2,381
Change+839 (+35%)
Value$304.4K (+$68.7K)
Filed 2026-10-23
Summit Financial Strategies, Inc.
DECREASED
Shares3,213 from 3,868
Change-655 (-17%)
Value$303.7K (-$79.2K)
Filed 2026-10-14
Capital Asset Managemnet, LLC
DECREASED
Shares3,182 from 3,220
Change-38 (-1%)
Value$300.8K (-$18.0K)
Filed 2026-11-09
Stolz & Associates, PS
NEW
Shares3,179
Change+3,179
Value$300.5K
Filed 2026-11-05
Financial Management Network Inc
DECREASED
Shares3,175 from 3,664
Change-489 (-13%)
Value$299.2K (-$60.5K)
Filed 2026-10-09
Riverbend Wealth Management, LLC
DECREASED
Shares3,166 from 3,198
Change-32 (-1%)
Value$299.3K (-$17.2K)
Filed 2026-10-15
KPP Advisory Services LLC
DECREASED
Shares3,149 from 3,350
Change-201 (-6%)
Value$297.7K (-$33.9K)
Filed 2026-10-26
Cap Partners, LLC
DECREASED
Shares3,139 from 3,698
Change-559 (-15%)
Value$296.8K (-$69.3K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
DECREASED
Shares3,115 from 3,212
Change-97 (-3%)
Value$294.5K (-$23.4K)
Filed 2026-10-14
Aull & Monroe Investment Management Corp
INCREASED
Shares3,112 from 2,404
Change+708 (+29%)
Value$294.2K (+$56.3K)
Filed 2026-10-16
Old Mission Investment Co LLC
DECREASED
Shares3,099 from 3,104
Change-5 (0%)
Value$293.0K (-$14.3K)
Filed 2026-10-22
Larry Mathis Financial Planning, LLC
DECREASED
Shares3,093 from 35,455
Change-32,362 (-91%)
Value$292.4K (-$3.2M)
Filed 2026-10-26
Winthrop Advisory Group LLC
DECREASED
Shares3,091 from 4,215
Change-1,124 (-27%)
Value$292.2K (-$125.0K)
Filed 2026-10-22
Pines Wealth Management, LLC
UNCHANGED
Shares3,063 from 3,063
Change0 (0%)
Value$289.6K (-$13.6K)
Filed 2026-10-21
Voisard Asset Management Group, Inc.
DECREASED
Shares3,061 from 3,107
Change-46 (-1%)
Value$289.4K (-$18.1K)
Filed 2026-10-13
Impact Partnership Wealth, LLC
DECREASED
Shares3,057 from 3,446
Change-389 (-11%)
Value$289.0K (-$52.1K)
Filed 2026-11-09
Rose Capital Advisors LLC
NEW
Shares3,049
Change+3,049
Value$288.3K
Filed 2026-11-04
Verus Capital Partners, LLC
DECREASED
Shares3,045 from 3,991
Change-946 (-24%)
Value$287.9K (-$107.2K)
Filed 2026-11-03
LEE Danner & Bass Inc
UNCHANGED
Shares3,042 from 3,042
Change0 (0%)
Value$287.6K (-$13.5K)
Filed 2026-10-27
Gamma Investing LLC
DECREASED
Shares3,032 from 3,565
Change-533 (-15%)
Value$286.6K (-$66.2K)
Filed 2026-10-08
Thrive Wealth Management, LLC
DECREASED
Shares3,027 from 6,537
Change-3,510 (-54%)
Value$286.1K (-$360.9K)
Filed 2026-10-13
10Elms LLP
DECREASED
Shares3,012 from 3,302
Change-290 (-9%)
Value$284.7K (-$42.1K)
Filed 2026-11-06
Commerce Advisors, LLC
INCREASED
Shares3,008 from 2,995
Change+13 (+0%)
Value$284.4K (-$12.1K)
Filed 2026-10-19
Torrey-Payne Wealth Management, LLC
DECREASED
Shares3,000 from 4,000
Change-1,000 (-25%)
Value$283.6K (-$112.3K)
Filed 2026-11-09
Rockingstone Advisors LLC
DECREASED
Shares3,000 from 3,500
Change-500 (-14%)
Value$283.6K (-$62.8K)
Filed 2026-10-16
Gables Capital Management Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$283.6K (-$13.3K)
Filed 2026-11-04
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares2,986 from 2,889
Change+97 (+3%)
Value$282.3K (-$3.7K)
Filed 2026-10-30
CJM Wealth Advisers, Ltd.
DECREASED
Shares2,978 from 3,996
Change-1,018 (-25%)
Value$281.5K (-$114.0K)
Filed 2026-10-27
Trek Financial, LLC
DECREASED
Shares2,967 from 3,468
Change-501 (-14%)
Value$280.5K (-$62.8K)
Filed 2026-10-29
Parkshore Wealth Management, Inc.
INCREASED
Shares2,966 from 2,950
Change+16 (+1%)
Value$280.4K (-$11.6K)
Filed 2026-10-13
LightSquare Wealth Management, LLC
UNCHANGED
Shares2,953 from 2,953
Change0 (0%)
Value$279.2K (-$13.1K)
Filed 2026-11-03
Sapient Capital LLC
NEW
Shares2,952
Change+2,952
Value$279.1K
Filed 2026-10-08
Clearstead Trust, LLC
DECREASED
Shares2,947 from 3,268
Change-321 (-10%)
Value$278.6K (-$44.9K)
Filed 2026-11-06
Reyes Financial Architecture, Inc.
UNCHANGED
Shares2,944 from 2,944
Change0 (0%)
Value$278.3K (-$13.1K)
Filed 2026-10-22
XXI Wealth, LLC
INCREASED
Shares2,936 from 2,240
Change+696 (+31%)
Value$277.6K (+$55.9K)
Filed 2026-10-22
Parcion Private Wealth LLC
UNCHANGED
Shares2,921 from 2,921
Change0 (0%)
Value$276.2K (-$13.0K)
Filed 2026-10-28
RHS Financial, LLC
NEW
Shares2,900
Change+2,900
Value$274.1K
Filed 2026-10-13
Trust Co of Vermont
DECREASED
Shares2,898 from 3,043
Change-145 (-5%)
Value$274.0K (-$27.2K)
Filed 2026-10-21
Everett Harris & Co
UNCHANGED
Shares2,892 from 2,892
Change0 (0%)
Value$273.4K (-$12.8K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,889 from 2,823
Change+66 (+2%)
Value$273.1K (-$6.4K)
Filed 2026-10-16
Guyasuta Investment Advisors Inc
NEW
Shares2,865
Change+2,865
Value$270.8K
Filed 2026-10-15
Trueblood Wealth Management, LLC
DECREASED
Shares2,864 from 2,905
Change-41 (-1%)
Value$270.8K (-$16.8K)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares2,860 from 406
Change+2,454 (+604%)
Value$270.4K (+$230.2K)
Filed 2026-11-04
BNC Wealth Management, LLC
UNCHANGED
Shares2,853 from 2,853
Change0 (0%)
Value$269.7K (-$12.7K)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
DECREASED
Shares2,849 from 33,065
Change-30,216 (-91%)
Value$269.3K (-$3.0M)
Filed 2026-10-09
Anchor Capital Advisors LLC
DECREASED
Shares2,829 from 2,840
Change-11 (0%)
Value$267.5K (-$13.6K)
Filed 2026-11-05
Courage Miller Partners, LLC
UNCHANGED
Shares2,805 from 2,805
Change0 (0%)
Value$265.2K (-$12.5K)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares2,793
Change+2,793
Value$264.1K
Filed 2026-10-19
Braun-Bostich & Associates Inc.
INCREASED
Shares2,792 from 2,774
Change+18 (+1%)
Value$264.0K (-$10.6K)
Filed 2026-10-20
Benin Management Corp
UNCHANGED
Shares2,792 from 2,792
Change0 (0%)
Value$264.0K (-$12.4K)
Filed 2026-10-22
First Heartland Consultants, Inc.
DECREASED
Shares2,782 from 3,312
Change-530 (-16%)
Value$263.0K (-$64.9K)
Filed 2026-10-08
Stordahl Capital Management, Inc.
DECREASED
Shares2,777 from 2,818
Change-41 (-1%)
Value$262.5K (-$16.4K)
Filed 2026-10-22
Gen-Wealth Partners Inc
DECREASED
Shares2,769 from 6,532
Change-3,763 (-58%)
Value$261.8K (-$384.7K)
Filed 2026-11-04
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares2,729 from 2,729
Change0 (0%)
Value$258.0K (-$12.1K)
Filed 2026-11-02
Lyell Wealth Management, LP
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$257.1K (-$12.1K)
Filed 2026-10-30
WP Advisors, LLC
INCREASED
Shares2,718 from 2,691
Change+27 (+1%)
Value$257.0K (-$9.3K)
Filed 2026-10-22
Mountain Pacific Investment Advisers LLC
NEW
Shares2,709
Change+2,709
Value$256.1K
Filed 2026-10-29
Entrust Financial LLC
INCREASED
Shares2,707 from 2,640
Change+67 (+3%)
Value$256.0K (-$5.4K)
Filed 2026-11-04
Wolff Wiese Magana LLC
DECREASED
Shares2,707 from 2,727
Change-20 (-1%)
Value$255.9K (-$14.0K)
Filed 2026-10-15
Odyssey Capital Advisors, Inc.
DECREASED
Shares2,704 from 2,990
Change-286 (-10%)
Value$255.7K (-$40.3K)
Filed 2026-10-26
Opus Capital Group, LLC
NEW
Shares2,700
Change+2,700
Value$255.0K
Filed 2026-10-30
Brady Martz Wealth Solutions, LLC
INCREASED
Shares2,699 from 2,497
Change+202 (+8%)
Value$255.2K (+$8.0K)
Filed 2026-11-05
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares2,691 from 2,691
Change0 (0%)
Value$254.4K (-$11.9K)
Filed 2026-10-27
Wetzel Investment Advisors, Inc.
INCREASED
Shares2,687 from 2,682
Change+5 (+0%)
Value$254.0K (-$11.5K)
Filed 2026-10-13
Rise Advisors, LLC
DECREASED
Shares2,655 from 3,344
Change-689 (-21%)
Value$251.0K (-$80.0K)
Filed 2026-10-16
Cadinha & Co LLC
DECREASED
Shares2,646 from 2,804
Change-158 (-6%)
Value$250.2K (-$27.4K)
Filed 2026-10-22
Symphony Financial, Ltd. Co.
DECREASED
Shares2,642 from 3,466
Change-824 (-24%)
Value$250.1K (-$94.0K)
Filed 2026-10-22
Vestia Personal Wealth Advisors
INCREASED
Shares2,642 from 2,218
Change+424 (+19%)
Value$249.8K (+$29.5K)
Filed 2026-10-20
Ergawealth Advisors, Inc.
DECREASED
Shares2,640 from 2,905
Change-265 (-9%)
Value$249.6K (-$38.0K)
Filed 2026-10-21
FSM Wealth Advisors, LLC
DECREASED
Shares2,635 from 2,849
Change-214 (-8%)
Value$249.4K (-$32.6K)
Filed 2026-10-27
Maltin Wealth Management, Inc.
INCREASED
Shares2,622 from 2,595
Change+27 (+1%)
Value$247.9K (-$9.0K)
Filed 2026-10-13
Prudent Man Advisors, LLC
UNCHANGED
Shares2,598 from 2,598
Change0 (0%)
Value$245.6K (-$11.5K)
Filed 2026-11-03
CPR Investments Inc.
INCREASED
Shares2,595 from 2,109
Change+486 (+23%)
Value$245.4K (+$36.6K)
Filed 2026-10-26
Wealthgarden F.S. LLC
INCREASED
Shares2,595 from 2,463
Change+132 (+5%)
Value$245.3K (+$1.5K)
Filed 2026-11-09
Ballast Rock Private Wealth LLC
INCREASED
Shares2,590 from 2,524
Change+66 (+3%)
Value$244.9K (-$5.0K)
Filed 2026-10-26
Linscomb Wealth, Inc.
DECREASED
Shares2,582 from 2,625
Change-43 (-2%)
Value$244.1K (-$15.7K)
Filed 2026-11-05
Syverson Strege & Co
INCREASED
Shares2,570 from 2,562
Change+8 (+0%)
Value$242.9K (-$10.6K)
Filed 2026-11-02
Chilton Capital Management LLC
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$243.0K (-$11.4K)
Filed 2026-10-28
Activest Wealth Management
DECREASED
Shares2,566 from 9,473
Change-6,907 (-73%)
Value$242.6K (-$695.1K)
Filed 2026-10-15
DB&C Advisors, LLC
DECREASED
Shares2,552 from 2,583
Change-31 (-1%)
Value$241.3K (-$14.4K)
Filed 2026-10-26
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares2,551 from 2,545
Change+6 (+0%)
Value$241.2K (-$10.7K)
Filed 2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,550 from 2,900
Change-350 (-12%)
Value$241.1K (-$46.0K)
Filed 2026-11-05
Advisory Resource Group
DECREASED
Shares2,547 from 3,977
Change-1,430 (-36%)
Value$240.8K (-$152.9K)
Filed 2026-10-26
TL Private Wealth
INCREASED
Shares2,546 from 2,525
Change+21 (+1%)
Value$241.0K (-$7.0K)
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares2,545 from 2,249
Change+296 (+13%)
Value$240.6K (+$18.0K)
Filed 2026-10-29
Duncker Streett & Co Inc
DECREASED
Shares2,535 from 2,735
Change-200 (-7%)
Value$239.6K (-$31.1K)
Filed 2026-10-27
CWS Financial Advisors, LLC
NEW
Shares2,519
Change+2,519
Value$238.1K
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares2,517
Change+2,517
Value$238.0K
Filed 2026-10-27
Delta Financial Advisors LLC
INCREASED
Shares2,511 from 2,131
Change+380 (+18%)
Value$237.4K (+$26.5K)
Filed 2026-10-27
Harbour Capital Advisors, LLC
DECREASED
Shares2,505 from 2,560
Change-55 (-2%)
Value$236.8K (-$14.3K)
Filed 2026-10-13
Allied Investment Advisors, LLC
INCREASED
Shares2,494 from 2,449
Change+45 (+2%)
Value$235.8K (-$6.6K)
Filed 2026-10-13
Retiremitten Financial LLC
DECREASED
Shares2,492 from 2,973
Change-481 (-16%)
Value$239.0K (-$55.3K)
Filed 2026-11-05
Adirondack Capital Advisors, LLC
DECREASED
Shares2,488 from 2,719
Change-231 (-8%)
Value$235.2K (-$33.9K)
Filed 2026-10-09
SilverOak Wealth Management LLC
INCREASED
Shares2,450 from 2,390
Change+60 (+3%)
Value$231.6K (-$4.9K)
Filed 2026-10-29
Reflection Asset Management
UNCHANGED
Shares2,433 from 2,433
Change0 (0%)
Value$230.0K (-$10.8K)
Filed 2026-10-28
West Branch Capital LLC
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$229.7K (-$10.8K)
Filed 2026-10-20
Heritage OAK Wealth Advisors LLC
INCREASED
Shares2,410 from 2,302
Change+108 (+5%)
Value$227.8K (-$11)
Filed 2026-10-14
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares2,399 from 2,379
Change+20 (+1%)
Value$226.8K (-$8.7K)
Filed 2026-10-09
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares2,398 from 3,829
Change-1,431 (-37%)
Value$226.7K (-$152.3K)
Filed 2026-10-16
EdgeRock Capital LLC
NEW
Shares2,396
Change+2,396
Value$226.5K
Filed 2026-11-03
Addison Advisors LLC
DECREASED
Shares2,388 from 2,408
Change-20 (-1%)
Value$225.8K (-$12.6K)
Filed 2026-11-06
Kings Path Partners LLC
INCREASED
Shares2,385 from 2,372
Change+13 (+1%)
Value$225.5K (-$9.3K)
Filed 2026-10-21
Sunpointe, LLC
DECREASED
Shares2,381 from 5,450
Change-3,069 (-56%)
Value$225.1K (-$314.3K)
Filed 2026-10-22
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares2,379 from 2,379
Change0 (0%)
Value$224.9K (-$10.1K)
Filed 2026-11-06
Hardin Capital Partners, LLC
DECREASED
Shares2,342 from 2,971
Change-629 (-21%)
Value$221.4K (-$72.9K)
Filed 2026-10-09
Moors & Cabot, Inc.
DECREASED
Shares2,339 from 3,894
Change-1,555 (-40%)
Value$221.2K (-$164.3K)
Filed 2026-11-06
Univest Financial Corp
UNCHANGED
Shares2,331 from 2,331
Change0 (0%)
Value$220.4K (-$10.3K)
Filed 2026-11-05
Diversified Portfolios, Inc.
DECREASED
Shares2,324 from 3,779
Change-1,455 (-38%)
Value$219.7K (-$154.3K)
Filed 2026-11-04
Cassilly Financial Group LLC
UNCHANGED
Shares2,311 from 2,311
Change0 (0%)
Value$218.5K (-$10.3K)
Filed 2026-10-07
Opus Financial Solutions LLC
NEW
Shares2,305
Change+2,305
Value$217.9K
Filed 2026-11-06
Parkside Financial Bank & Trust
INCREASED
Shares2,303 from 707
Change+1,596 (+226%)
Value$217.7K (+$147.7K)
Filed 2026-10-27
Rosenberg Matthew Hamilton
INCREASED
Shares2,301 from 2,082
Change+219 (+11%)
Value$217.5K (+$11.5K)
Filed 2026-10-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares2,294 from 2,294
Change0 (0%)
Value$216.9K (-$10.2K)
Filed 2026-10-20
Obermeyer Wealth Partners
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$216.5K (-$10.2K)
Filed 2026-10-21
Defined Wealth Management, LLC
DECREASED
Shares2,287 from 2,962
Change-675 (-23%)
Value$216.3K (-$76.9K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
NEW
Shares2,275
Change+2,275
Value$215.1K
Filed 2026-11-04
Silver OAK Wealth Advisors Services, LLC
INCREASED
Shares2,274 from 2,212
Change+62 (+3%)
Value$215.0K (-$3.9K)
Filed 2026-11-09
Old Port Advisors
DECREASED
Shares2,267 from 2,326
Change-59 (-3%)
Value$214.3K (-$15.9K)
Filed 2026-10-23
Banque Pictet & CIE SA
UNCHANGED
Shares2,261 from 2,261
Change0 (0%)
Value$213.8K (-$10.0K)
Filed 2026-10-16
Hengehold Capital Management LLC
NEW
Shares2,254
Change+2,254
Value$213.1K
Filed 2026-10-16
ARS Wealth Advisors Group, LLC
DECREASED
Shares2,231 from 2,758
Change-527 (-19%)
Value$210.9K (-$62.1K)
Filed 2026-10-16
Fiduciary Alliance LLC
NEW
Shares2,219
Change+2,219
Value$209.7K
Filed 2026-10-13
3Edge Asset Management, LP
UNCHANGED
Shares2,213 from 2,213
Change0 (0%)
Value$209.2K (-$9.8K)
Filed 2026-10-30
Point Nemo Capital, LLC
INCREASED
Shares2,191 from 1,979
Change+212 (+11%)
Value$207.2K (+$11.3K)
Filed 2026-11-03
Morey & Quinn Wealth Partners, LLC
NEW
Shares2,189
Change+2,189
Value$206.9K
Filed 2026-10-28
Financial Life Advisors
DECREASED
Shares2,189 from 3,137
Change-948 (-30%)
Value$206.9K (-$103.6K)
Filed 2026-10-14
CWA Asset Management Group, LLC
NEW
Shares2,184
Change+2,184
Value$206.5K
Filed 2026-10-19
Insight Advisors, LLC/ PA
NEW
Shares2,175
Change+2,175
Value$205.6K
Filed 2026-10-22
Crumly & Associates Inc.
NEW
Shares2,150
Change+2,150
Value$203.3K
Filed 2026-10-07
ASL Financial, LLC
UNCHANGED
Shares2,149 from 2,149
Change0 (0%)
Value$203.2K (-$9.5K)
Filed 2026-10-15
KRM Wealth Management L.L.C.
NEW
Shares2,135
Change+2,135
Value$201.9K
Filed 2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares2,133 from 2,506
Change-373 (-15%)
Value$201.7K (-$46.4K)
Filed 2026-10-08
Beacon Capital Management, LLC
INCREASED
Shares2,127 from 2,054
Change+73 (+4%)
Value$201.1K (-$2.2K)
Filed 2026-10-23
New Capital Management LP
UNCHANGED
Shares2,117 from 2,117
Change0 (0%)
Value$200.2K (-$9.4K)
Filed 2026-10-29
Capital Investment Counsel, Inc
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$198.5K (-$9.3K)
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares2,084 from 2,084
Change0 (0%)
Value$197.0K (-$9.3K)
Filed 2026-10-16
Vision Financial Markets LLC
DECREASED
Shares2,000 from 4,000
Change-2,000 (-50%)
Value$189.1K (-$206.8K)
Filed 2026-10-22
Motco
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$187.9K (-$8.8K)
Filed 2026-11-09
Evolution Wealth Management Inc.
INCREASED
Shares1,921 from 1,826
Change+95 (+5%)
Value$181.6K (+$914)
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares1,917 from 1,647
Change+270 (+16%)
Value$181.3K (+$19.4K)
Filed 2026-10-30
Richards, Merrill & Peterson, Inc.
DECREASED
Shares1,889 from 1,993
Change-104 (-5%)
Value$178.6K (-$18.7K)
Filed 2026-10-19
Winch Advisory Services, LLC
DECREASED
Shares1,847 from 1,907
Change-60 (-3%)
Value$174.6K (-$14.2K)
Filed 2026-11-06
Salomon & Ludwin, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$170.2K (-$7.1K)
Filed 2026-10-29
Independence Bank of Kentucky
UNCHANGED
Shares1,796 from 1,796
Change0 (0%)
Value$169.8K (-$8.0K)
Filed 2026-10-26
Elyxium Wealth, LLC
NEW
Shares1,785
Change+1,785
Value$168.8K
Filed 2026-10-27
Rice Partnership, LLC
UNCHANGED
Shares1,769 from 1,769
Change0 (0%)
Value$167.2K (-$7.9K)
Filed 2026-11-09
CNB Bank
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$167.0K (-$7.8K)
Filed 2026-11-09
Key FInancial Inc
DECREASED
Shares1,686 from 2,069
Change-383 (-19%)
Value$159.4K (-$45.4K)
Filed 2026-11-02
BankChampaign, National Association
UNCHANGED
Shares1,679 from 1,679
Change0 (0%)
Value$158.7K (-$7.5K)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares1,658
Change+1,658
Value$156.7K
Filed 2026-11-04
Centerpoint Advisors, LLC
DECREASED
Shares1,641 from 1,701
Change-60 (-4%)
Value$155.0K (-$13.0K)
Filed 2026-11-05
Bank of New Hampshire
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$153.6K (-$7.2K)
Filed 2026-10-06
Oakworth Capital, Inc.
DECREASED
Shares1,619 from 2,042
Change-423 (-21%)
Value$153.1K (-$48.8K)
Filed 2026-10-26
Angeles Wealth Management, LLC
DECREASED
Shares1,523 from 1,597
Change-74 (-5%)
Value$144.0K (-$14.1K)
Filed 2026-10-26
Alerus Financial NA
DECREASED
Shares1,498 from 3,221
Change-1,723 (-53%)
Value$141.6K (-$177.2K)
Filed 2026-11-09
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$141.4K (-$6.6K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares1,484 from 1,889
Change-405 (-21%)
Value$140.3K (-$46.7K)
Filed 2026-10-13
Friedenthal Financial
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$137.3K (-$6.4K)
Filed 2026-10-27
First Financial Corp
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$135.8K (-$6.4K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$141.1K ($0)
Filed 2026-11-05
CrossGen Wealth, LLC
DECREASED
Shares1,362 from 1,709
Change-347 (-20%)
Value$128.8K (-$40.4K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares1,345 from 413
Change+932 (+226%)
Value$127.2K (+$86.3K)
Filed 2026-10-29
Concord Wealth Partners
INCREASED
Shares1,337 from 315
Change+1,022 (+324%)
Value$126.4K (+$95.2K)
Filed 2026-11-02
Pioneer Family Office, LLC
UNCHANGED
Shares1,309 from 1,309
Change0 (0%)
Value$123.8K (-$5.8K)
Filed 2026-10-30
Caldwell Sutter Capital, Inc.
INCREASED
Shares1,276 from 1,261
Change+15 (+1%)
Value$120.7K (-$4.2K)
Filed 2026-11-09
Key Capital Management, Inc
INCREASED
Shares1,259 from 216
Change+1,043 (+483%)
Value$119.0K (+$97.6K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
DECREASED
Shares1,259 from 1,297
Change-38 (-3%)
Value$119.0K (-$9.4K)
Filed 2026-10-22
Brown, Lisle Ings, Inc.
INCREASED
Shares1,250 from 650
Change+600 (+92%)
Value$118.2K (+$53.8K)
Filed 2026-10-16
Valley Wealth Managers, Inc.
DECREASED
Shares1,197 from 1,359
Change-162 (-12%)
Value$113.1K (-$21.3K)
Filed 2026-10-09
Rossmore Private Capital
DECREASED
Shares1,192 from 1,692
Change-500 (-30%)
Value$112.7K (-$54.8K)
Filed 2026-10-27
Richardson Capital Management LLC
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$112.2K (-$5.3K)
Filed 2026-10-23
Granite FO LLC
INCREASED
Shares1,163 from 903
Change+260 (+29%)
Value$110.0K (+$20.6K)
Filed 2026-10-14
Nemes Rush Group LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$103.1K (-$4.8K)
Filed 2026-11-04
First Premier Bank
NEW
Shares1,090
Change+1,090
Value$103.0K
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,086 from 222
Change+864 (+389%)
Value$102.7K (+$80.7K)
Filed 2026-10-27
Pflug Koory, LLC
INCREASED
Shares1,064 from 1,053
Change+11 (+1%)
Value$100.6K (-$3.6K)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$98.1K (-$4.6K)
Filed 2026-10-30
Cranbrook Wealth Management, LLC
DECREASED
Shares1,007 from 1,035
Change-28 (-3%)
Value$95.2K (-$7.2K)
Filed 2026-10-28
Darwin Wealth Management, LLC
DECREASED
Shares1,005 from 1,032
Change-27 (-3%)
Value$95.1K (-$7.0K)
Filed 2026-11-09
Mechanics Financial Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$94.5K (-$4.4K)
Filed 2026-11-05
Breakwater Investment Management
DECREASED
Shares999 from 1,033
Change-34 (-3%)
Value$94.4K (-$7.8K)
Filed 2026-10-20
Biltmore Family Office, LLC
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$92.0K (-$4.3K)
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$90.8K (-$4.3K)
Filed 2026-10-06
Ares Financial Consulting, LLC
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$89.3K (-$4.2K)
Filed 2026-10-19
Midwest Capital Advisors, LLC
DECREASED
Shares929 from 1,741
Change-812 (-47%)
Value$87.8K (-$84.5K)
Filed 2026-11-04
Kopp Family Office, LLC
DECREASED
Shares911 from 337,533
Change-336,622 (-100%)
Value$33.5M (+$138.1K)
Filed 2026-10-21
Elevate Wealth Advisory, Inc
INCREASED
Shares872 from 412
Change+460 (+112%)
Value$82.4K (+$41.7K)
Filed 2026-10-29
Tradewinds Capital Management, LLC
INCREASED
Shares835 from 805
Change+30 (+4%)
Value$78.9K (-$738)
Filed 2026-10-23
Planning Strategies Inc.
DECREASED
Shares800 from 945
Change-145 (-15%)
Value$75.6K (-$17.9K)
Filed 2026-10-02
Beacon Financial Strategies Corp
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$75.0K (-$3.5K)
Filed 2026-10-14
Kozak & Associates, Inc.
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$75.5K (-$2.1K)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$69.6K (-$3.2K)
Filed 2026-10-20
Cardiff Park Advisors, LLC
INCREASED
Shares735 from 730
Change+5 (+1%)
Value$69.5K (-$2.8K)
Filed 2026-11-09
Toth Financial Advisory Corp
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$68.9K (-$3.2K)
Filed 2026-10-08
Walsh & Associates, LLC
DECREASED
Shares703 from 1,444
Change-741 (-51%)
Value$66.5K (-$76.5K)
Filed 2026-11-09
Dorato Capital Management
DECREASED
Shares676 from 748
Change-72 (-10%)
Value$63.8K (-$9.6K)
Filed 2026-10-08
Barclays PLC
INCREASED
Shares669 from 41
Change+628 (+1532%)
Value$63.2K (+$59.2K)
Filed 2026-11-06
Eastern Bank
DECREASED
Shares651 from 934
Change-283 (-30%)
Value$61.5K (-$30.9K)
Filed 2026-10-05
DecisionPoint Financial, LLC
NEW
Shares649
Change+649
Value$61.3K
Filed 2026-10-27
POM Investment Strategies, LLC
NEW
Shares618
Change+618
Value$58.4K
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares573
Change+573
Value$54.2K
Filed 2026-10-09
Piscataqua Savings Bank
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$52.1K (-$2.4K)
Filed 2026-10-21
Navigoe, LLC
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$51.0K (+$50.9K)
Filed 2026-11-04
Hilltop National Bank
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$44.5K (-$2.1K)
Filed 2026-10-14
Financial Perspectives, Inc
INCREASED
Shares461 from 458
Change+3 (+1%)
Value$43.5K (-$1.8K)
Filed 2026-11-03
Bullock Wealth Management Group
INCREASED
Shares456 from 235
Change+221 (+94%)
Value$43.1K (+$19.9K)
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares451 from 2,783
Change-2,332 (-84%)
Value$42.6K (-$232.8K)
Filed 2026-10-14
Steph & Co
INCREASED
Shares424 from 340
Change+84 (+25%)
Value$40.1K (+$6.4K)
Filed 2026-10-07
Downshift Financial, LLC
INCREASED
Shares415 from 102
Change+313 (+307%)
Value$39.2K (+$29.1K)
Filed 2026-10-13
Pacifica Partners Inc.
DECREASED
Shares389 from 1,289
Change-900 (-70%)
Value$36.7K (-$90.4K)
Filed 2026-10-09
Networth Advisors, LLC
INCREASED
Shares361 from 351
Change+10 (+3%)
Value$34.1K (-$650)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares354 from 146
Change+208 (+142%)
Value$33.5K (+$19.0K)
Filed 2026-10-28
Roble, Belko & Company, Inc
INCREASED
Shares352 from 334
Change+18 (+5%)
Value$33.0K ($0)
Filed 2026-11-09
John Boyer, Inc.
NEW
Shares347
Change+347
Value$32.8K
Filed 2026-10-27
Blueline Advisors LLC
INCREASED
Shares323 from 222
Change+101 (+46%)
Value$30.6K (+$8.6K)
Filed 2026-10-15
Jcic Asset Management Inc.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$29.8K (-$1.5K)
Filed 2026-10-30
Highline Wealth Partners LLC
DECREASED
Shares312 from 896
Change-584 (-65%)
Value$29.5K (-$59.2K)
Filed 2026-10-19
Main Street Group, LTD
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$28.7K (-$1.4K)
Filed 2026-10-28
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$28.6K (-$1.3K)
Filed 2026-10-23
Bear Mountain Capital, Inc.
DECREASED
Shares297 from 299
Change-2 (-1%)
Value$28.3K (-$1.0K)
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares289 from 559
Change-270 (-48%)
Value$27.3K (-$28.0K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
NEW
Shares286
Change+286
Value$27.0K
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
NEW
Shares281
Change+281
Value$26.6K
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$25.3K (-$1.2K)
Filed 2026-10-23
Investors Research Corp
DECREASED
Shares262 from 352
Change-90 (-26%)
Value$24.8K (-$10.1K)
Filed 2026-10-07
Mogy Joel R Investment Counsel Inc
NEW
Shares257
Change+257
Value$24.3K
Filed 2026-10-13
RMG Wealth Management LLC
NEW
Shares252
Change+252
Value$24.2K
Filed 2026-10-26
Manchester Capital Management LLC
DECREASED
Shares251 from 330
Change-79 (-24%)
Value$23.7K (-$8.9K)
Filed 2026-10-22
SRH Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$23.6K (-$1.1K)
Filed 2026-10-22
Joseph Group Capital Management
DECREASED
Shares239 from 1,507
Change-1,268 (-84%)
Value$22.6K (-$126.6K)
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares233 from 83
Change+150 (+181%)
Value$22.0K (+$13.8K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
DECREASED
Shares231 from 2,126
Change-1,895 (-89%)
Value$10.0K (-$163.0K)
Filed 2026-11-04
SJS Investment Consulting Inc.
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$21.4K (-$1.0K)
Filed 2026-10-26
Citizens National Bank Trust Department
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$20.8K (-$977)
Filed 2026-11-04
Hurley Capital, LLC
DECREASED
Shares204 from 240
Change-36 (-15%)
Value$19.3K (-$4.4K)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$19.3K (-$906)
Filed 2026-10-05
Southern Michigan Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.9K (-$888)
Filed 2026-10-19
Markowski Investments
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$18.5K (-$870)
Filed 2026-10-30
Contravisory Investment Management, Inc.
NEW
Shares195
Change+195
Value$18.4K
Filed 2026-10-13
Kentucky Trust Co
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$18.3K (-$861)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$15.3K (-$719)
Filed 2026-10-07
Legacy Bridge, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$14.9K (-$701)
Filed 2026-10-28
Barrett & Company, Inc.
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$14.5K (-$679)
Filed 2026-10-22
Putney Financial Group LLC
NEW
Shares149
Change+149
Value$14.1K
Filed 2026-10-30
City Holding Co
DECREASED
Shares148 from 260
Change-112 (-43%)
Value$14.0K (-$11.7K)
Filed 2026-10-19
DeDora Capital, Inc.
NEW
Shares146
Change+146
Value$13.8K
Filed 2026-10-26
Acumen Wealth Advisors, LLC
DECREASED
Shares124 from 349,345
Change-349,221 (-100%)
Value$11.7K (-$34.6M)
Filed 2026-11-05
Yankcom Partnership
INCREASED
Shares118 from 78
Change+40 (+51%)
Value$11.2K (+$3.4K)
Filed 2026-10-15
Arvest Investments, Inc.
DECREASED
Shares118 from 127
Change-9 (-7%)
Value$11.2K (-$1.4K)
Filed 2026-10-21
Rydar Equities, Inc.
NEW
Shares115
Change+115
Value$10.9K
Filed 2026-10-13
Quent Capital, LLC
DECREASED
Shares114 from 2,754
Change-2,640 (-96%)
Value$11.0K (-$261.6K)
Filed 2026-11-09
Rakuten Securities, Inc.
INCREASED
Shares111 from 47
Change+64 (+136%)
Value$10.5K (+$5.8K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares100 from 240
Change-140 (-58%)
Value$9.5K (-$14.3K)
Filed 2026-10-26
Hyposwiss Advisors SA
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.5K (-$444)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.5K (-$444)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$8.7K (-$408)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
INCREASED
Shares90 from 89
Change+1 (+1%)
Value$8.5K (-$309)
Filed 2026-11-02
Washington Trust Advisors, Inc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$8.4K (-$394)
Filed 2026-10-22
Gleason Group, Inc.
INCREASED
Shares88 from 87
Change+1 (+1%)
Value$8.3K (-$329)
Filed 2026-10-15
Pillar Financial Advisors, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$8.2K (-$387)
Filed 2026-10-21
Harbor Investment Advisory, LLC
DECREASED
Shares86 from 131
Change-45 (-34%)
Value$8.1K (-$4.8K)
Filed 2026-10-13
Next Level Wealth Planning, LLC
NEW
Shares84
Change+84
Value$7.9K
Filed 2026-10-29
NBH Bank
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$7.9K (-$373)
Filed 2026-11-05
Roxbury Financial LLC
NEW
Shares75
Change+75
Value$7.1K
Filed 2026-10-01
Three Bridge Wealth Advisors, LLC
NEW
Shares74
Change+74
Value$7.0K
Filed 2026-11-05
Global Trust Asset Management, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.8K (-$320)
Filed 2026-10-19
Townsend Asset Management Corp
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$6.6K (-$311)
Filed 2026-10-29
Pacific Center for Financial Services
DECREASED
Shares63 from 114
Change-51 (-45%)
Value$6.0K (-$5.3K)
Filed 2026-10-15
Monetary Solutions, Ltd
NEW
Shares61
Change+61
Value$5.8K
Filed 2026-10-22
Laurel Wealth Advisors LLC
NEW
Shares60
Change+60
Value$5.7K
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
DECREASED
Shares59 from 504
Change-445 (-88%)
Value$5.6K (-$44.3K)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$5.6K (-$262)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$5.6K (-$262)
Filed 2026-10-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$5.5K (-$258)
Filed 2026-11-04
Fortis Group Advisors, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$5.1K (-$240)
Filed 2026-11-06
Coston, McIsaac & Partners
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.3K (+$4.3K)
Filed 2026-11-06
Quaker Wealth Management, LLC
DECREASED
Shares42 from 82
Change-40 (-49%)
Value$4.0K (-$4.1K)
Filed 2026-10-22
EPG Wealth Management LLC
INCREASED
Shares41 from 40
Change+1 (+3%)
Value$3.8K (-$140)
Filed 2026-11-03
J. R. Prunier Capital Management LLC
INCREASED
Shares41 from 40
Change+1 (+3%)
Value$3.8K (-$139)
Filed 2026-11-09
Sankala Group LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.4K (-$105)
Filed 2026-11-09
Boyd Watterson Asset Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.8K (-$133)
Filed 2026-11-06
First Pacific Financial
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.7K (-$99)
Filed 2026-10-14
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.4K (-$111)
Filed 2026-10-16
Creative Capital Management Investments LLC
DECREASED
Shares23 from 3,716
Change-3,693 (-99%)
Value$2.2K (-$365.6K)
Filed 2026-10-28
Nvest Wealth Strategies, Inc.
DECREASED
Shares22 from 226
Change-204 (-90%)
Value$2.1K (-$20.3K)
Filed 2026-10-14
Adkins Seale Capital Management LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.1K (-$98)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$53)
Filed 2026-10-16
Sunrise Financial Services, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$54)
Filed 2026-10-21
Advanced Asset Management Advisors Inc
NEW
Shares9
Change+9
Value$865
Filed 2026-10-20
Noble Wealth Management PBC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$756 (-$36)
Filed 2026-10-01
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares4 from 299
Change-295 (-99%)
Value$379 (-$29.2K)
Filed 2026-10-15
Strategic Advocates LLC
DECREASED
Shares4 from 28
Change-24 (-86%)
Value$378 (-$2.4K)
Filed 2026-11-03
Garde Capital, Inc.
CLOSED
Shares0 from 208,346
Change-208,346 (-100%)
Value$0 (-$20.6M)
Filed 2026-10-29
Financial Partners Group, Inc
CLOSED
Shares0 from 164,064
Change-164,064 (-100%)
Value$0 (-$16.2M)
Filed 2026-10-19
Edgestream Partners, L.P.
CLOSED
Shares0 from 99,843
Change-99,843 (-100%)
Value$0 (-$9.9M)
Filed 2026-11-10
Sovereign Investment Advisors, LLC
CLOSED
Shares0 from 70,318
Change-70,318 (-100%)
Value$0 (-$7.0M)
Filed 2026-11-09
Apex Wealth Management, LLC
CLOSED
Shares0 from 59,514
Change-59,514 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-20
TBH Global Asset Management, LLC
CLOSED
Shares0 from 57,897
Change-57,897 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-03
Newport Capital Group, LLC
CLOSED
Shares0 from 54,295
Change-54,295 (-100%)
Value$0 (-$5.4M)
Filed 2026-10-16
Toews Corp
CLOSED
Shares0 from 52,026
Change-52,026 (-100%)
Value$0 (-$5.1M)
Filed 2026-11-09
Alps Advisors Inc
CLOSED
Shares0 from 45,215
Change-45,215 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-03
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 43,230
Change-43,230 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-26
Cornerstone Advisors Asset Management, LLC
CLOSED
Shares0 from 36,373
Change-36,373 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-06
Quantum Financial Planning Services, Inc.
CLOSED
Shares0 from 32,637
Change-32,637 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-14
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 29,921
Change-29,921 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-22
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 28,089
Change-28,089 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-27
Ascent Wealth Partners, LLC
CLOSED
Shares0 from 27,347
Change-27,347 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-23
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 22,143
Change-22,143 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-03
MW Advisory, LLC
CLOSED
Shares0 from 21,153
Change-21,153 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-19
Halter Ferguson Financial Inc.
CLOSED
Shares0 from 18,298
Change-18,298 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-21
HBK Sorce Advisory LLC
CLOSED
Shares0 from 17,046
Change-17,046 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-06
Waycross Partners, LLC
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-03
Intelligence Driven Advisers, LLC
CLOSED
Shares0 from 14,606
Change-14,606 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-09
Jefferies Financial Group Inc.
CLOSED
Shares0 from 12,685
Change-12,685 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Asset One Wealth Management LLC
CLOSED
Shares0 from 12,207
Change-12,207 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-02
Abundance Wealth Counselors
CLOSED
Shares0 from 11,774
Change-11,774 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
CLOSED
Shares0 from 10,407
Change-10,407 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-15
Petros Family Wealth, LLC
CLOSED
Shares0 from 9,058
Change-9,058 (-100%)
Value$0 (-$896.6K)
Filed 2026-10-28
Vested Financial Planning, LLC
CLOSED
Shares0 from 8,982
Change-8,982 (-100%)
Value$0 (-$889.0K)
Filed 2026-10-28
Dala Group, LLC
CLOSED
Shares0 from 8,335
Change-8,335 (-100%)
Value$0 (-$825.0K)
Filed 2026-10-29
LVW Advisors, LLC
CLOSED
Shares0 from 7,862
Change-7,862 (-100%)
Value$0 (-$778.2K)
Filed 2026-10-19
Stewardship Advisors, LLC
CLOSED
Shares0 from 7,575
Change-7,575 (-100%)
Value$0 (-$749.8K)
Filed 2026-10-20
Pearl Planning LLC
CLOSED
Shares0 from 7,459
Change-7,459 (-100%)
Value$0 (-$738.3K)
Filed 2026-10-13
Wellington Shields & Co., LLC
CLOSED
Shares0 from 7,090
Change-7,090 (-100%)
Value$0 (-$701.8K)
Filed 2026-11-03
Obsidian CIO, LLC
CLOSED
Shares0 from 6,922
Change-6,922 (-100%)
Value$0 (-$685.2K)
Filed 2026-11-05
Five Oceans Advisors
CLOSED
Shares0 from 6,238
Change-6,238 (-100%)
Value$0 (-$617.4K)
Filed 2026-10-22
Axim Planning & Wealth
CLOSED
Shares0 from 5,835
Change-5,835 (-100%)
Value$0 (-$577.5K)
Filed 2026-10-28
Roberts Financial Services LLC
CLOSED
Shares0 from 5,814
Change-5,814 (-100%)
Value$0 (-$575.4K)
Filed 2026-10-23
Partners in Financial Planning
CLOSED
Shares0 from 5,730
Change-5,730 (-100%)
Value$0 (-$567.2K)
Filed 2026-11-06
Central Valley Advisors, LLC
CLOSED
Shares0 from 5,368
Change-5,368 (-100%)
Value$0 (-$531.4K)
Filed 2026-10-27
Broussard Financial Group LLC
CLOSED
Shares0 from 4,879
Change-4,879 (-100%)
Value$0 (-$482.9K)
Filed 2026-10-26
True Link Financial Advisors, LLC
CLOSED
Shares0 from 4,860
Change-4,860 (-100%)
Value$0 (-$481.0K)
Filed 2026-10-27
Gouws Capital LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$395.9K)
Filed 2026-10-09
Portside Wealth Group, LLC
CLOSED
Shares0 from 3,884
Change-3,884 (-100%)
Value$0 (-$384.4K)
Filed 2026-10-20
Woodside Wealth Management LLC
CLOSED
Shares0 from 3,811
Change-3,811 (-100%)
Value$0 (-$377.2K)
Filed 2026-10-16
Hohimer Wealth Management, LLC
CLOSED
Shares0 from 3,653
Change-3,653 (-100%)
Value$0 (-$361.6K)
Filed 2026-11-04
Philip James Wealth Mangement, LLC
CLOSED
Shares0 from 3,603
Change-3,603 (-100%)
Value$0 (-$356.6K)
Filed 2026-10-27
Rockland Trust Co
CLOSED
Shares0 from 3,579
Change-3,579 (-100%)
Value$0 (-$354.2K)
Filed 2026-10-05
Buttonwood Financial Group, LLC
CLOSED
Shares0 from 3,574
Change-3,574 (-100%)
Value$0 (-$353.8K)
Filed 2026-10-16
Silverleafe Capital Partners, LLC
CLOSED
Shares0 from 3,445
Change-3,445 (-100%)
Value$0 (-$341.0K)
Filed 2026-10-02
Middleton & Co Inc
CLOSED
Shares0 from 3,250
Change-3,250 (-100%)
Value$0 (-$321.7K)
Filed 2026-10-23
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 3,231
Change-3,231 (-100%)
Value$0 (-$319.8K)
Filed 2026-11-04
Meadow Creek Wealth Advisors LLC
CLOSED
Shares0 from 3,168
Change-3,168 (-100%)
Value$0 (-$313.6K)
Filed 2026-11-02
21 West Wealth Management LLC
CLOSED
Shares0 from 3,138
Change-3,138 (-100%)
Value$0 (-$310.6K)
Filed 2026-10-13
RDA Financial Network
CLOSED
Shares0 from 3,089
Change-3,089 (-100%)
Value$0 (-$305.7K)
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 2,961
Change-2,961 (-100%)
Value$0 (-$293.1K)
Filed 2026-10-14
Lauer Wealth, LLC
CLOSED
Shares0 from 2,920
Change-2,920 (-100%)
Value$0 (-$286.2K)
Filed 2026-10-13
Phocas Financial Corp.
CLOSED
Shares0 from 2,791
Change-2,791 (-100%)
Value$0 (-$276.3K)
Filed 2026-11-09
Howard Financial Services, Ltd.
CLOSED
Shares0 from 2,662
Change-2,662 (-100%)
Value$0 (-$263.5K)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 2,631
Change-2,631 (-100%)
Value$0 (-$260.4K)
Filed 2026-11-03
Orca Investment Management, LLC
CLOSED
Shares0 from 2,619
Change-2,619 (-100%)
Value$0 (-$259.2K)
Filed 2026-10-29
Selby Wealth Management, LLC
CLOSED
Shares0 from 2,586
Change-2,586 (-100%)
Value$0 (-$256.0K)
Filed 2026-10-16
Two West Capital Advisors LLC
CLOSED
Shares0 from 2,583
Change-2,583 (-100%)
Value$0 (-$253.0K)
Filed 2026-10-15
Fidelity D & D Bancorp Inc
CLOSED
Shares0 from 2,571
Change-2,571 (-100%)
Value$0 (-$254.5K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
CLOSED
Shares0 from 2,437
Change-2,437 (-100%)
Value$0 (-$241.2K)
Filed 2026-11-02
Tenzing Financial LLC
CLOSED
Shares0 from 2,418
Change-2,418 (-100%)
Value$0 (-$238.6K)
Filed 2026-11-03
Silverlake Wealth Management LLC
CLOSED
Shares0 from 2,268
Change-2,268 (-100%)
Value$0 (-$224.4K)
Filed 2026-10-21
Vermillion & White Wealth Management Group, LLC
CLOSED
Shares0 from 2,243
Change-2,243 (-100%)
Value$0 (-$222.0K)
Filed 2026-11-10
Ring Mountain Capital, LLC
CLOSED
Shares0 from 2,165
Change-2,165 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-13
Stevens Capital Partners
CLOSED
Shares0 from 2,128
Change-2,128 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-29
Ballew Advisors, Inc
CLOSED
Shares0 from 2,103
Change-2,103 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-05
Essex LLC
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-14
Diversified Management Inc
CLOSED
Shares0 from 2,095
Change-2,095 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-08
Elevation Wealth Management LLC
CLOSED
Shares0 from 2,073
Change-2,073 (-100%)
Value$0 (-$205.2K)
Filed 2026-11-02
Wealth Architects, LLC
CLOSED
Shares0 from 2,072
Change-2,072 (-100%)
Value$0 (-$205.1K)
Filed 2026-11-03
Towneley Capital Management, Inc / de
CLOSED
Shares0 from 2,066
Change-2,066 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-09
Blake Schutter Theil Wealth Advisors, LLC
CLOSED
Shares0 from 2,063
Change-2,063 (-100%)
Value$0 (-$204.2K)
Filed 2026-11-02
Benchmark Financial, LLC
CLOSED
Shares0 from 2,052
Change-2,052 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-16
Nicholas Wealth, Llc.
CLOSED
Shares0 from 2,052
Change-2,052 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-26
Penney Financial, LLC
CLOSED
Shares0 from 2,049
Change-2,049 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-20
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 2,047
Change-2,047 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 2,041
Change-2,041 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-13
Allegheny Financial Group
CLOSED
Shares0 from 2,032
Change-2,032 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-05
Keener Financial Planning LLC
CLOSED
Shares0 from 2,028
Change-2,028 (-100%)
Value$0 (-$200.0K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Long Beach
CLOSED
Shares0 from 2,028
Change-2,028 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-22
Acropolis Investment Management, LLC
CLOSED
Shares0 from 1,274
Change-1,274 (-100%)
Value$0 (-$126.1K)
Filed 2026-10-08
Wellington Grp LLC
CLOSED
Shares0 from 1,251
Change-1,251 (-100%)
Value$0 (-$124.2K)
Filed 2026-11-06
N.E.W. Advisory Services LLC
CLOSED
Shares0 from 1,204
Change-1,204 (-100%)
Value$0 (-$119.1K)
Filed 2026-11-09
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$99.0K)
Filed 2026-11-06
GFS Advisors, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$415.7K)
Filed 2026-11-03
Evolution Advisers, Inc.
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$89.0K)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 740
Change-740 (-100%)
Value$0 (-$73.2K)
Filed 2026-10-29
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 710
Change-710 (-100%)
Value$0 (-$70.0K)
Filed 2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 443
Change-443 (-100%)
Value$0 (-$70.1K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$32.2K)
Filed 2026-10-23
Atlatl Advisers LLC
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$26.9K)
Filed 2026-10-22
Founders Capital Management
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$19.8K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$19.8K)
Filed 2026-10-13
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$19.7K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$15.0K)
Filed 2026-11-02
Sterling Capital Management LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-22
Hamilton Point Investment Advisors, LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$12.4K)
Filed 2026-11-03
State of Wyoming
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-28
True Wealth Design, LLC
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-13
Paladin Advisory Group, LLC
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-09
Wells Financial Advisors Inc
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$7.1K)
Filed 2026-11-02
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-28
Reap Financial Group, LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-02
Burk Holdings LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-05
WPG Advisers, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-27
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-23
Virtus Advisers, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-09
Atwood & Palmer Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$990)
Filed 2026-10-08
Hoey Investments, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$81)
Filed 2026-10-29
Jones Financial Companies Lllp
N/A
Shares— from 110,159,073
Change-110,159,073 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 92,816,907
Change-92,816,907 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 66,617,105
Change-66,617,105 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 65,014,488
Change-65,014,488 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 61,984,138
Change-61,984,138 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 44,994,014
Change-44,994,014 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 43,049,494
Change-43,049,494 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 35,692,523
Change-35,692,523 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 23,143,686
Change-23,143,686 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,323,687
Change-16,323,687 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,621,139
Change-15,621,139 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,483,118
Change-15,483,118 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,914,270
Change-14,914,270 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,864,310
Change-14,864,310 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 14,625,279
Change-14,625,279 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12,874,193
Change-12,874,193 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,571,702
Change-12,571,702 (-100%)
Value—
Arizona Psprs Trust
N/A
Shares— from 11,528,817
Change-11,528,817 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,364,305
Change-11,364,305 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 10,271,333
Change-10,271,333 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,922,031
Change-9,922,031 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,503,943
Change-9,503,943 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,219,241
Change-9,219,241 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 8,024,716
Change-8,024,716 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,338,388
Change-7,338,388 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,185,394
Change-7,185,394 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,818,247
Change-6,818,247 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,703,403
Change-6,703,403 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 6,429,196
Change-6,429,196 (-100%)
Value—
Members Trust Co
N/A
Shares— from 5,656,531
Change-5,656,531 (-100%)
Value—
&partners
N/A
Shares— from 4,253,416
Change-4,253,416 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,949,910
Change-3,949,910 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,533,005
Change-3,533,005 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 3,453,435
Change-3,453,435 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,291,989
Change-3,291,989 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 3,050,830
Change-3,050,830 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,961,712
Change-2,961,712 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,900,060
Change-2,900,060 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,719,367
Change-2,719,367 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,603,807
Change-2,603,807 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,524,310
Change-2,524,310 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,372,924
Change-2,372,924 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,184,657
Change-2,184,657 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,944,790
Change-1,944,790 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,944,130
Change-1,944,130 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,821,278
Change-1,821,278 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,776,193
Change-1,776,193 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,753,696
Change-1,753,696 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,586,900
Change-1,586,900 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,563,598
Change-1,563,598 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,529,585
Change-1,529,585 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,487,215
Change-1,487,215 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,436,769
Change-1,436,769 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,419,485
Change-1,419,485 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 1,349,489
Change-1,349,489 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,338,510
Change-1,338,510 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 1,336,039
Change-1,336,039 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 1,308,098
Change-1,308,098 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,229,747
Change-1,229,747 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,204,256
Change-1,204,256 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,198,655
Change-1,198,655 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,189,671
Change-1,189,671 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,143,665
Change-1,143,665 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,113,048
Change-1,113,048 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,094,000
Change-1,094,000 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,088,029
Change-1,088,029 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 976,001
Change-976,001 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 901,815
Change-901,815 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 899,732
Change-899,732 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 895,487
Change-895,487 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 893,305
Change-893,305 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 873,733
Change-873,733 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 858,837
Change-858,837 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 829,533
Change-829,533 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 810,957
Change-810,957 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 784,037
Change-784,037 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 780,181
Change-780,181 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 769,345
Change-769,345 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 762,085
Change-762,085 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 722,961
Change-722,961 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 719,535
Change-719,535 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 693,601
Change-693,601 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 670,616
Change-670,616 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 651,553
Change-651,553 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 646,646
Change-646,646 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 634,808
Change-634,808 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 616,188
Change-616,188 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 615,315
Change-615,315 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 611,878
Change-611,878 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 609,084
Change-609,084 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 589,790
Change-589,790 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 582,685
Change-582,685 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 562,955
Change-562,955 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 551,062
Change-551,062 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 549,771
Change-549,771 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 549,204
Change-549,204 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 545,101
Change-545,101 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 542,186
Change-542,186 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 535,197
Change-535,197 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 530,875
Change-530,875 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 529,898
Change-529,898 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 502,262
Change-502,262 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 501,042
Change-501,042 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 493,378
Change-493,378 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 492,742
Change-492,742 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 483,896
Change-483,896 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 475,570
Change-475,570 (-100%)
Value—
Boston Partners
N/A
Shares— from 471,944
Change-471,944 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 466,853
Change-466,853 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 456,728
Change-456,728 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 447,318
Change-447,318 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 444,989
Change-444,989 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 435,405
Change-435,405 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 435,291
Change-435,291 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 434,648
Change-434,648 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 411,464
Change-411,464 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 398,188
Change-398,188 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 395,660
Change-395,660 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 386,659
Change-386,659 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 382,543
Change-382,543 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 369,207
Change-369,207 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 368,810
Change-368,810 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 366,468
Change-366,468 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 362,472
Change-362,472 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 356,798
Change-356,798 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 354,851
Change-354,851 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 352,172
Change-352,172 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 349,298
Change-349,298 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 347,719
Change-347,719 (-100%)
Value—
United Bank
N/A
Shares— from 340,970
Change-340,970 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 338,933
Change-338,933 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 326,649
Change-326,649 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 321,460
Change-321,460 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 320,830
Change-320,830 (-100%)
Value—
Man Group plc
N/A
Shares— from 320,062
Change-320,062 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 319,381
Change-319,381 (-100%)
Value—
Commerce Bank
N/A
Shares— from 317,134
Change-317,134 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 314,345
Change-314,345 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 313,224
Change-313,224 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 312,639
Change-312,639 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 310,716
Change-310,716 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 290,898
Change-290,898 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 290,048
Change-290,048 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 289,058
Change-289,058 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 284,724
Change-284,724 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 281,696
Change-281,696 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 280,398
Change-280,398 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 275,000
Change-275,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 273,363
Change-273,363 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 266,472
Change-266,472 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 259,013
Change-259,013 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 255,508
Change-255,508 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 252,075
Change-252,075 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 251,168
Change-251,168 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 249,886
Change-249,886 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 249,745
Change-249,745 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 238,261
Change-238,261 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 235,324
Change-235,324 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 235,271
Change-235,271 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 226,868
Change-226,868 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 223,892
Change-223,892 (-100%)
Value—
Stephens Inc
N/A
Shares— from 223,499
Change-223,499 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 223,099
Change-223,099 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 222,133
Change-222,133 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 216,193
Change-216,193 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 215,046
Change-215,046 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 210,632
Change-210,632 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 209,861
Change-209,861 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 208,780
Change-208,780 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 197,691
Change-197,691 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 197,004
Change-197,004 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 193,201
Change-193,201 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 186,201
Change-186,201 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 182,758
Change-182,758 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 180,684
Change-180,684 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 180,155
Change-180,155 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 178,747
Change-178,747 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 176,374
Change-176,374 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 175,437
Change-175,437 (-100%)
Value—
Blair William & Co
N/A
Shares— from 174,976
Change-174,976 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 169,947
Change-169,947 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 169,699
Change-169,699 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 167,570
Change-167,570 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 166,500
Change-166,500 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 165,146
Change-165,146 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 161,572
Change-161,572 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 161,259
Change-161,259 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 160,451
Change-160,451 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 160,324
Change-160,324 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 159,599
Change-159,599 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 158,730
Change-158,730 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 156,231
Change-156,231 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 155,973
Change-155,973 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 155,773
Change-155,773 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 154,625
Change-154,625 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 152,297
Change-152,297 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 151,241
Change-151,241 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 149,252
Change-149,252 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 136,498
Change-136,498 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 131,987
Change-131,987 (-100%)
Value—
Ames National Corp
N/A
Shares— from 131,303
Change-131,303 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 131,150
Change-131,150 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 128,789
Change-128,789 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 128,683
Change-128,683 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 128,041
Change-128,041 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 127,755
Change-127,755 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 126,022
Change-126,022 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 125,774
Change-125,774 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 124,466
Change-124,466 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 123,856
Change-123,856 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 121,827
Change-121,827 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 119,048
Change-119,048 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 117,900
Change-117,900 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 114,989
Change-114,989 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 113,244
Change-113,244 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 112,153
Change-112,153 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 110,607
Change-110,607 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 109,549
Change-109,549 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 108,177
Change-108,177 (-100%)
Value—
Main Management LLC
N/A
Shares— from 107,886
Change-107,886 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 107,489
Change-107,489 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 107,267
Change-107,267 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 107,044
Change-107,044 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 105,818
Change-105,818 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 103,848
Change-103,848 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 103,542
Change-103,542 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 103,176
Change-103,176 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 102,658
Change-102,658 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 100,926
Change-100,926 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 98,215
Change-98,215 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 97,875
Change-97,875 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 97,734
Change-97,734 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 96,370
Change-96,370 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 96,102
Change-96,102 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 94,823
Change-94,823 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 93,542
Change-93,542 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 92,901
Change-92,901 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 92,175
Change-92,175 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 90,811
Change-90,811 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 87,631
Change-87,631 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 87,126
Change-87,126 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 86,957
Change-86,957 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 84,500
Change-84,500 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 84,051
Change-84,051 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 82,540
Change-82,540 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 81,168
Change-81,168 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 78,753
Change-78,753 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 78,467
Change-78,467 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 76,418
Change-76,418 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 76,005
Change-76,005 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 75,112
Change-75,112 (-100%)
Value—
Galaxy Digital Inc.
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 73,969
Change-73,969 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 73,599
Change-73,599 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 73,550
Change-73,550 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 73,512
Change-73,512 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 73,243
Change-73,243 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 72,910
Change-72,910 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 72,592
Change-72,592 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 72,000
Change-72,000 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 71,104
Change-71,104 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 70,820
Change-70,820 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 69,579
Change-69,579 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 68,705
Change-68,705 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 63,580
Change-63,580 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 62,675
Change-62,675 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 62,578
Change-62,578 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 62,078
Change-62,078 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 61,494
Change-61,494 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 60,626
Change-60,626 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 59,553
Change-59,553 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 59,220
Change-59,220 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 58,958
Change-58,958 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 58,843
Change-58,843 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 58,819
Change-58,819 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 57,979
Change-57,979 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 57,660
Change-57,660 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 57,305
Change-57,305 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 57,088
Change-57,088 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 56,799
Change-56,799 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 56,627
Change-56,627 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 55,170
Change-55,170 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 55,052
Change-55,052 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 54,792
Change-54,792 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 54,577
Change-54,577 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 54,522
Change-54,522 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 54,351
Change-54,351 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 53,502
Change-53,502 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 53,053
Change-53,053 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 52,635
Change-52,635 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 51,731
Change-51,731 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 51,725
Change-51,725 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 50,846
Change-50,846 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 50,330
Change-50,330 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 50,246
Change-50,246 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 48,449
Change-48,449 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 46,603
Change-46,603 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 45,763
Change-45,763 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 45,285
Change-45,285 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 45,079
Change-45,079 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 44,979
Change-44,979 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 44,761
Change-44,761 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 44,355
Change-44,355 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 43,651
Change-43,651 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 43,194
Change-43,194 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 42,948
Change-42,948 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 42,300
Change-42,300 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 41,750
Change-41,750 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 41,451
Change-41,451 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 40,768
Change-40,768 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 39,976
Change-39,976 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 37,233
Change-37,233 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 37,000
Change-37,000 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 36,802
Change-36,802 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 36,065
Change-36,065 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 35,256
Change-35,256 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 34,949
Change-34,949 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 34,482
Change-34,482 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 34,007
Change-34,007 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 33,372
Change-33,372 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 33,327
Change-33,327 (-100%)
Value—
EFG International AG
N/A
Shares— from 33,116
Change-33,116 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 32,967
Change-32,967 (-100%)
Value—
Simmons Bank
N/A
Shares— from 32,773
Change-32,773 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 32,615
Change-32,615 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 32,378
Change-32,378 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 32,266
Change-32,266 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 32,139
Change-32,139 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 32,116
Change-32,116 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 31,317
Change-31,317 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 30,861
Change-30,861 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 30,048
Change-30,048 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 30,020
Change-30,020 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 29,881
Change-29,881 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 28,995
Change-28,995 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 28,985
Change-28,985 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 28,840
Change-28,840 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 28,321
Change-28,321 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 28,223
Change-28,223 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 27,751
Change-27,751 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 27,747
Change-27,747 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 27,652
Change-27,652 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 27,492
Change-27,492 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 27,328
Change-27,328 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 27,310
Change-27,310 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 27,201
Change-27,201 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 26,995
Change-26,995 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 26,852
Change-26,852 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 26,494
Change-26,494 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 26,400
Change-26,400 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 26,221
Change-26,221 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 25,929
Change-25,929 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 25,648
Change-25,648 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 24,989
Change-24,989 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 24,853
Change-24,853 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 24,744
Change-24,744 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 24,459
Change-24,459 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 23,841
Change-23,841 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 23,750
Change-23,750 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 23,237
Change-23,237 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 23,009
Change-23,009 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 22,632
Change-22,632 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 22,337
Change-22,337 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 22,292
Change-22,292 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 22,126
Change-22,126 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 22,108
Change-22,108 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 21,739
Change-21,739 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 21,514
Change-21,514 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 21,231
Change-21,231 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 21,200
Change-21,200 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 21,174
Change-21,174 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 21,129
Change-21,129 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 21,002
Change-21,002 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 20,831
Change-20,831 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 20,810
Change-20,810 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 20,669
Change-20,669 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 20,544
Change-20,544 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 20,474
Change-20,474 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 20,436
Change-20,436 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 19,616
Change-19,616 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 19,377
Change-19,377 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 19,340
Change-19,340 (-100%)
Value—
First Washington Corp
N/A
Shares— from 19,338
Change-19,338 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 19,208
Change-19,208 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 19,113
Change-19,113 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 18,876
Change-18,876 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 18,686
Change-18,686 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 18,478
Change-18,478 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 18,369
Change-18,369 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 18,236
Change-18,236 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 18,151
Change-18,151 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 17,961
Change-17,961 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 17,815
Change-17,815 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 17,372
Change-17,372 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 17,184
Change-17,184 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 16,724
Change-16,724 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 16,637
Change-16,637 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 16,597
Change-16,597 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 16,570
Change-16,570 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 16,428
Change-16,428 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 16,415
Change-16,415 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 15,871
Change-15,871 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 15,669
Change-15,669 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 15,515
Change-15,515 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 15,497
Change-15,497 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 15,443
Change-15,443 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 15,386
Change-15,386 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 14,755
Change-14,755 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 14,638
Change-14,638 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 14,277
Change-14,277 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 14,154
Change-14,154 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 14,127
Change-14,127 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 13,937
Change-13,937 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 13,860
Change-13,860 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 13,848
Change-13,848 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 13,840
Change-13,840 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 13,830
Change-13,830 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 13,753
Change-13,753 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 13,711
Change-13,711 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 13,302
Change-13,302 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 13,117
Change-13,117 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 13,091
Change-13,091 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 13,044
Change-13,044 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 13,009
Change-13,009 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 12,539
Change-12,539 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 12,390
Change-12,390 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 12,372
Change-12,372 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 12,238
Change-12,238 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 12,156
Change-12,156 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 11,868
Change-11,868 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 11,840
Change-11,840 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 11,840
Change-11,840 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 11,834
Change-11,834 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 11,503
Change-11,503 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 11,268
Change-11,268 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,222
Change-11,222 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 11,106
Change-11,106 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,046
Change-11,046 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 10,990
Change-10,990 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 10,863
Change-10,863 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 10,801
Change-10,801 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 10,799
Change-10,799 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 10,797
Change-10,797 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 10,560
Change-10,560 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 10,471
Change-10,471 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 10,395
Change-10,395 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 10,340
Change-10,340 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 10,293
Change-10,293 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 10,262
Change-10,262 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 10,211
Change-10,211 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 10,151
Change-10,151 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,789
Change-9,789 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 9,586
Change-9,586 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 9,549
Change-9,549 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 9,498
Change-9,498 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,484
Change-9,484 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 9,423
Change-9,423 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 9,355
Change-9,355 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 9,230
Change-9,230 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,151
Change-9,151 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,065
Change-9,065 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 8,870
Change-8,870 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 8,253
Change-8,253 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 7,981
Change-7,981 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 7,646
Change-7,646 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,209
Change-7,209 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,160
Change-7,160 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 7,140
Change-7,140 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 7,109
Change-7,109 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 7,085
Change-7,085 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 7,018
Change-7,018 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,997
Change-6,997 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 6,994
Change-6,994 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 6,969
Change-6,969 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 6,669
Change-6,669 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 6,381
Change-6,381 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 6,302
Change-6,302 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 6,179
Change-6,179 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 6,148
Change-6,148 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 5,973
Change-5,973 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 5,911
Change-5,911 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,878
Change-5,878 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 5,765
Change-5,765 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 5,721
Change-5,721 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,623
Change-5,623 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,142
Change-5,142 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 4,937
Change-4,937 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 4,837
Change-4,837 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Prudential PLC
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 4,186
Change-4,186 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,162
Change-4,162 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Avenir Corp
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
EWA, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
American Trust
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,433
Change-3,433 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,296
Change-3,296 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,986
Change-2,986 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 880
Change-880 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 805
Change-805 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 759
Change-759 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 700
Change-700 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 618
Change-618 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Nepc LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 331
Change-331 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 276
Change-276 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 275
Change-275 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 202
Change-202 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 48
Change-48 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 16
Change-16 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
GE Investment Management Corp.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
US Bancorp \de\
INCREASED41,634,97739,478,188+2,156,789+5%$3.9B$3.9B+$28.6M2026-11-05
LPL Financial LLC
INCREASED15,365,36115,294,726+70,635+0%$1.5B$1.5B-$61.2M2026-11-06
Creative Planning
INCREASED14,462,58013,634,358+828,222+6%$1.3B$1.4B+$17.8M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED14,080,46316,602,475-2,522,012-15%$1.6B$1.3B-$287.6M2026-10-13
WealthNavi Inc.
INCREASED12,404,19011,751,184+653,006+6%$1.2B$1.2B+$9.6M2026-10-27
PNC Financial Services Group, Inc.
INCREASED11,179,54210,972,401+207,141+2%$1.1B$1.1B-$29.1M2026-11-06
Bank of New York Mellon Corp
INCREASED7,402,3986,806,888+595,510+9%$673.7M$699.8M+$26.1M2026-11-05
Truist Financial Corp
DECREASED7,240,5167,349,938-109,422-1%$727.5M$684.5M-$43.0M2026-10-30
Constellation Investments, Inc.
INCREASED5,909,8415,624,548+285,293+5%$556.7M$558.7M+$2.0M2026-10-28
D.A. Davidson & Co.
INCREASED5,801,5905,295,358+506,232+10%$524.1M$548.5M+$24.3M2026-10-28
MacKenzie Financial Corp
DECREASED5,714,3005,736,700-22,4000%$567.8M$540.2M-$27.6M2026-11-02
Simplify Asset Management Inc.
DECREASED4,710,0595,041,755-331,696-7%$499.0M$445.3M-$53.7M2026-10-27
SigFig Wealth Management, LLC
INCREASED4,695,2574,261,394+433,863+10%$423.5M$443.9M+$20.4M2026-10-07
Citigroup Inc
INCREASED4,339,5334,213,649+125,884+3%$417.1M$410.3M-$6.8M2026-11-04
Mastercard Foundation Asset Management Corp
UNCHANGED4,125,6314,125,63100%$408.4M$390.0M-$18.3M2026-10-28
Factory Mutual Insurance Co
INCREASED4,055,9242,940,924+1,115,000+38%$291.1M$383.4M+$92.4M2026-10-30
Cordoba Advisory Partners LLC
INCREASED4,034,133896,121+3,138,012+350%$88.7M$381.4M+$292.7M2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED4,021,5023,796,233+225,269+6%$375.8M$380.2M+$4.4M2026-10-20
Vantagepoint Investment Advisers LLC
DECREASED3,875,2273,876,497-1,2700%$383.7M$366.4M-$17.3M2026-10-26
Fifth Third Bancorp
INCREASED3,749,9183,239,550+510,368+16%$320.7M$354.5M+$33.9M2026-11-05
Retirement Systems of Alabama
INCREASED3,542,13327,899+3,514,234+12596%$2.8M$334.9M+$332.1M2026-11-04
Stairway Partners, LLC
INCREASED2,903,7252,809,276+94,449+3%$278.1M$274.5M-$3.5M2026-10-02
Balentine LLC
INCREASED2,755,5842,738,511+17,073+1%$271.1M$260.5M-$10.5M2026-11-03
Hantz Financial Services, Inc.
INCREASED2,735,1022,387,883+347,219+15%$236.4M$258.6M+$22.2M2026-11-09
Disciplina Capital Management LLC
INCREASED2,631,4612,385,633+245,828+10%$236.1M$248.8M+$12.6M2026-11-06
Blue Trust, Inc.
INCREASED2,514,9212,419,179+95,742+4%$239.5M$237.8M-$1.7M2026-10-15
Exchange Traded Concepts, LLC
DECREASED2,362,9862,801,364-438,378-16%$277.3M$223.4M-$53.9M2026-10-28
Ferguson Wellman Capital Management, Inc
INCREASED1,793,0221,741,645+51,377+3%$172.4M$169.5M-$2.9M2026-10-05
Commonwealth Equity Services, LLC
DECREASED1,779,1861,800,481-21,295-1%$178.2M$168.2M-$10.0M2026-11-02
Capital Asset Advisory Services LLC
INCREASED1,757,4841,659,794+97,690+6%$164.3M$168.9M+$4.6M2026-10-30
HighTower Advisors, LLC
DECREASED1,687,3141,754,022-66,708-4%$173.6M$159.5M-$14.1M2026-11-10
Rebalance, LLC
INCREASED1,676,8421,629,077+47,765+3%$161.2M$158.5M-$2.7M2026-10-22
Single Point Partners, LLC
INCREASED1,621,6911,598,788+22,903+1%$50.1M$48.8M-$1.3M2026-10-19
Assetmark, Inc
INCREASED1,593,1861,475,528+117,658+8%$146.0M$150.6M+$4.6M2026-10-21
Wesbanco Bank Inc
DECREASED1,586,9891,674,935-87,946-5%$165.8M$150.0M-$15.8M2026-11-04
Forvis Mazars Wealth Advisors, LLC
INCREASED1,566,4261,551,511+14,915+1%$153.6M$148.1M-$5.5M2026-10-13
Russell Investments Group, Ltd.
DECREASED1,540,5003,769,235-2,228,735-59%$373.1M$145.6M-$227.4M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED1,509,1831,549,543-40,360-3%$153.4M$142.7M-$10.7M2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED1,450,6681,395,122+55,546+4%$138.1M$137.1M-$943.0K2026-10-29
First Citizens Bank & Trust Co
INCREASED1,397,6201,341,923+55,697+4%$132.8M$132.1M-$692.5K2026-10-14
Fisher Asset Management, LLC
INCREASED1,380,8341,340,551+40,283+3%$132.7M$130.5M-$2.1M2026-11-06
Ritholtz Wealth Management
INCREASED1,308,2931,283,233+25,060+2%$127.0M$123.7M-$3.3M2026-11-05
State of Michigan Retirement System
INCREASED1,300,000900,000+400,000+44%$89.1M$122.9M+$33.8M2026-10-27
V-Square Quantitative Management LLC
UNCHANGED1,269,2381,269,23800%$125.6M$120.0M-$5.6M2026-10-15
Bank of Montreal
DECREASED1,252,1431,409,782-157,639-11%$139.5M$118.4M-$21.2M2026-11-09
Crestwood Advisors Group, LLC
INCREASED1,251,1021,207,232+43,870+4%$119.5M$118.3M-$1.2M2026-10-27
Center for Financial Planning, Inc.
INCREASED1,123,7951,083,836+39,959+4%$107.3M$106.2M-$1.0M2026-10-26
Keybank National Association
INCREASED1,118,0381,106,481+11,557+1%$109.5M$105.7M-$3.8M2026-11-04
Freestone Capital Holdings, LLC
INCREASED1,116,6581,075,916+40,742+4%$106.5M$105.6M-$925.4K2026-11-09
Graves Light Lenhart Wealth, Inc.
DECREASED1,080,5761,102,068-21,492-2%$109.1M$102.2M-$6.9M2026-10-09
Brookstone Capital Management
INCREASED1,068,567979,730+88,837+9%$97.0M$101.0M+$4.0M2026-10-22
GenTrust, LLC
DECREASED1,046,2631,049,714-3,4510%$103.9M$98.9M-$5.0M2026-11-06
Annex Advisory Services, LLC
INCREASED1,025,4942,139+1,023,355+47843%$211.7K$97.0M+$96.7M2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED1,019,825864,576+155,249+18%$85.6M$96.4M+$10.8M2026-11-03
Affiance Financial, LLC
INCREASED1,015,110990,470+24,640+2%$98.0M$96.0M-$2.1M2026-10-15
Howard Capital Management, LLC
INCREASED1,013,382850,759+162,623+19%$84.2M$95.8M+$11.6M2026-10-16
Meridian Wealth Partners, LLC
INCREASED1,011,576994,500+17,076+2%$98.4M$95.6M-$2.8M2026-11-09
Baker Avenue Asset Management, LP
INCREASED1,009,887971,622+38,265+4%$96.2M$95.5M-$696.4K2026-11-06
Steele Capital Management, Inc.
INCREASED1,003,015991,812+11,203+1%$98.2M$94.8M-$3.3M2026-11-02
Greenspring Advisors, LLC
INCREASED1,000,106986,628+13,478+1%$97.7M$94.6M-$3.1M2026-11-05
Neos Investment Management LLC
INCREASED993,641911,236+82,405+9%$89.9M$93.6M+$3.7M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED992,594992,59400%$98.2M$93.8M-$4.4M2026-10-29
Sagespring Wealth Partners, LLC
DECREASED980,460982,632-2,1720%$97.3M$92.7M-$4.6M2026-10-22
Concurrent Investment Advisors, LLC
INCREASED970,619713,093+257,526+36%$70.6M$91.8M+$21.2M2026-10-16
Coldstream Capital Management Inc
INCREASED947,138785,945+161,193+21%$77.8M$89.5M+$11.7M2026-11-09
Oarsman Capital, Inc.
INCREASED921,411871,502+49,909+6%$86.3M$87.1M+$849.0K2026-11-05
New York Life Investment Management LLC
INCREASED867,139823,286+43,853+5%$81.5M$82.0M+$490.5K2026-11-04
PDS Planning, Inc
DECREASED864,353880,458-16,105-2%$87.1M$81.7M-$5.4M2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED834,6961,175,981-341,285-29%$116.0M$78.7M-$37.3M2026-11-04
Form Wealth Advisors, LLC
DECREASED831,683834,770-3,0870%$82.6M$78.6M-$4.0M2026-10-13
Thrivent Financial for Lutherans
INCREASED830,969654,207+176,762+27%$64.8M$78.5M+$13.7M2026-11-05
Verger Capital Management LLC
INCREASED813,442592,645+220,797+37%$58.7M$76.9M+$18.2M2026-10-22
Park Avenue Securities LLC
INCREASED797,797691,853+105,944+15%$68.5M$75.4M+$6.9M2026-10-26
Lowe Brockenbrough & Co Inc
INCREASED775,277678,593+96,684+14%$67.2M$73.3M+$6.1M2026-11-09
Integrity Alliance, Llc.
INCREASED775,137775,041+96+0%$76.7M$73.3M-$3.4M2026-10-29
Rational Advisors, Inc.
INCREASED760,188735,041+25,147+3%$72.8M$71.9M-$886.2K2026-11-02
Trust Co
INCREASED760,107675,092+85,015+13%$66.8M$71.9M+$5.0M2026-10-09
Bell Bank
INCREASED753,833706,220+47,613+7%$69.9M$71.3M+$1.4M2026-10-21
BAR Harbor Wealth Management
INCREASED753,529737,198+16,331+2%$73.0M$71.2M-$1.7M2026-10-21
JFS Wealth Advisors, LLC
INCREASED751,841741,875+9,966+1%$73.4M$71.1M-$2.4M2026-11-03
Charles Schwab Trust Co
INCREASED735,613699,226+36,387+5%$69.2M$69.5M+$335.5K2026-10-15
TD Private Client Wealth LLC
INCREASED726,153513,842+212,311+41%$50.9M$68.7M+$17.8M2026-10-28
Prentice Wealth Management LLC
INCREASED723,954682,200+41,754+6%$67.5M$68.4M+$918.5K2026-10-20
Professional Financial Advisors, LLC
INCREASED707,145352,310+354,835+101%$34.9M$66.9M+$32.0M2026-10-13
Valmark Advisers, Inc.
INCREASED700,365116,486+583,879+501%$11.5M$66.2M+$54.7M2026-11-06
Focus Financial Network, Inc.
INCREASED679,072641,837+37,235+6%$63.5M$64.2M+$670.4K2026-10-14
Kestra Advisory Services, LLC
INCREASED665,980529,913+136,067+26%$52.5M$63.0M+$10.5M2026-11-02
Cullen T Bankers, Inc.
INCREASED664,116588,927+75,189+13%$58.3M$62.8M+$4.5M2026-10-28
McKinley Carter Wealth Services, Inc.
INCREASED657,700652,197+5,503+1%$64.6M$62.2M-$2.4M2026-10-16
Mather Group, Llc.
DECREASED653,276667,038-13,762-2%$66.0M$61.8M-$4.3M2026-10-14
Financial Solutions Advisory Group, Inc.
NEW651,869—+651,869——$62.2M—2026-10-28
Zions Bancorporation, National Association
INCREASED645,578604,948+40,630+7%$59.9M$61.0M+$1.2M2026-11-06
Kestra Private Wealth Services, LLC
INCREASED634,809614,723+20,086+3%$60.8M$60.0M-$830.4K2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED620,579712,093-91,514-13%$70.5M$58.7M-$11.8M2026-10-16
Allworth Financial LP
INCREASED600,823559,519+41,304+7%$55.4M$59.5M+$4.1M2026-11-06
Chaney Capital Management, Inc.
INCREASED600,086574,238+25,848+5%$56.8M$56.7M-$105.9K2026-11-09
Earned Wealth Advisors, LLC
INCREASED575,911459,940+115,971+25%$45.5M$54.4M+$8.9M2026-11-06
Rock Creek Group LLC
DECREASED566,694593,169-26,475-4%$58.7M$53.6M-$5.1M2026-11-09
Mascoma Wealth Management LLC
INCREASED561,045539,593+21,452+4%$53.4M$53.0M-$367.8K2026-10-23
Bricktown Capital, LLC
UNCHANGED556,727556,72700%$55.1M$52.6M-$2.5M2026-10-13
Parallel Advisors, LLC
INCREASED553,961333,643+220,318+66%$33.0M$52.4M+$19.3M2026-11-03
Wealthcare Advisory Partners LLC
INCREASED550,132442,103+108,029+24%$43.8M$52.0M+$8.3M2026-10-21
Gridiron Partners, LLC
INCREASED542,021523,975+18,046+3%$51.7M$51.2M-$447.5K2026-10-08
Savant Capital, LLC
INCREASED541,848421,576+120,272+29%$41.6M$51.2M+$9.7M2026-11-06
Twele Capital Management, Inc.
INCREASED539,155515,560+23,595+5%$51.0M$51.0M-$58.4K2026-10-13
Bokf, NA
INCREASED538,790534,439+4,351+1%$52.9M$50.9M-$2.0M2026-10-27
Legacy Wealth Management, LLC
INCREASED533,29537,783+495,512+1311%$3.7M$50.4M+$46.7M2026-10-22
Abound Wealth Management
INCREASED532,410510,029+22,381+4%$50.5M$50.3M-$148.7K2026-10-26
GoalFusion Wealth Management, LLC
DECREASED530,531560,186-29,655-5%$55.4M$50.2M-$5.3M2026-10-06
Provenance Wealth Advisors, LLC
INCREASED527,797374,851+152,946+41%$37.1M$49.9M+$12.8M2026-10-30
Lockheed Martin Investment Management Co
UNCHANGED523,000523,00000%$51.8M$49.4M-$2.3M2026-11-04
James J. Burns & Company, LLC
INCREASED511,957468,298+43,659+9%$46.4M$48.4M+$2.0M2026-10-22
Smithfield Trust Co
INCREASED507,085455,713+51,372+11%$45.1M$47.9M+$2.9M2026-11-09
Black Diamond Financial, LLC
INCREASED504,350474,608+29,742+6%$47.0M$47.7M+$704.5K2026-10-26
Fund Evaluation Group, LLC
INCREASED492,097477,654+14,443+3%$47.3M$46.5M-$755.3K2026-11-05
Liquid Strategies, LLC
INCREASED491,500485,509+5,991+1%$48.1M$46.5M-$1.6M2026-11-04
Lido Advisors, LLC
DECREASED490,607544,631-54,024-10%$53.9M$46.4M-$7.5M2026-11-04
eCIO, Inc.
INCREASED476,527443,674+32,853+7%$43.9M$45.0M+$1.1M2026-11-02
Amarillo National Bank
INCREASED475,734448,532+27,202+6%$44.4M$45.0M+$580.2K2026-10-23
Towercrest Capital Management
INCREASED471,816443,414+28,402+6%$43.9M$44.6M+$726.2K2026-10-23
Ascent Group, LLC
INCREASED463,037444,260+18,777+4%$44.0M$43.8M-$197.4K2026-10-30
Legacy Wealth Partners, LLC
DECREASED461,720478,994-17,274-4%$47.4M$43.7M-$3.8M2026-10-15
DB Fitzpatrick & Co, Inc
DECREASED441,840444,901-3,061-1%$44.0M$41.8M-$2.3M2026-10-19
Cornerstone Management, Inc.
DECREASED436,905464,929-28,024-6%$46.0M$41.3M-$4.7M2026-10-16
Shakespeare Wealth Management, LLC
NEW432,594—+432,594——$40.9M—2026-10-28
Arbor Investment Advisors, LLC
INCREASED429,261416,709+12,552+3%$41.2M$40.6M-$663.5K2026-10-26
Buck Wealth Strategies, LLC
INCREASED427,273421,730+5,543+1%$41.7M$40.4M-$1.3M2026-10-28
Tectonic Advisors LLC
INCREASED426,401387,622+38,779+10%$38.4M$40.3M+$1.9M2026-10-22
First Business Financial Services, Inc.
INCREASED422,624388,636+33,988+9%$38.5M$40.0M+$1.5M2026-10-29
Grey Fox Wealth Advisors, LLC
INCREASED411,569335,347+76,222+23%$33.2M$38.9M+$5.7M2026-11-03
Indivisible Partners
INCREASED403,650377,855+25,795+7%$37.4M$38.2M+$761.0K2026-10-26
Verdence Capital Advisors LLC
INCREASED398,926386,468+12,458+3%$38.3M$37.7M-$538.2K2026-10-26
Visionary Wealth Advisors
INCREASED398,846393,563+5,283+1%$39.0M$37.7M-$1.2M2026-11-04
Beacon Investment Advisory Services, Inc.
INCREASED396,486388,721+7,765+2%$38.5M$37.5M-$991.8K2026-10-13
McLean Asset Management Corp
INCREASED396,385371,519+24,866+7%$36.2M$38.3M+$2.1M2026-11-06
Lineweaver Wealth Advisors, LLC
INCREASED391,692378,591+13,101+3%$37.5M$37.0M-$442.4K2026-10-13
First Bank & Trust
INCREASED382,682366,803+15,879+4%$36.3M$36.2M-$127.4K2026-10-19
Discipline Wealth Solutions, LLC
INCREASED380,984378,419+2,565+1%$37.5M$36.0M-$1.4M2026-10-14
Bright Financial Advisors, Inc.
INCREASED374,575370,792+3,783+1%$36.7M$35.4M-$1.3M2026-10-23
LVZ, Inc.
INCREASED371,002359,346+11,656+3%$35.6M$35.1M-$493.6K2026-10-20
Beirne Wealth Consulting Services, LLC
INCREASED366,927300,743+66,184+22%$29.8M$34.7M+$4.9M2026-10-19
Es4, LLC
INCREASED359,351207,027+152,324+74%$20.5M$34.0M+$13.5M2026-11-09
Vise Technologies, Inc.
INCREASED358,508337,480+21,028+6%$33.4M$33.9M+$489.6K2026-10-29
Farther Finance Advisors, LLC
INCREASED357,014276,853+80,161+29%$27.4M$33.8M+$6.3M2026-10-08
P/E Global LLC
INCREASED348,201338,206+9,995+3%$33.5M$32.9M-$556.7K2026-10-29
Strategic Investment Management, LLC
INCREASED345,270344,640+630+0%$34.1M$32.6M-$1.5M2026-10-20
Fulton Breakefield Broenniman LLC
INCREASED345,151340,140+5,011+1%$33.7M$32.6M-$1.0M2026-11-03
Marquette Asset Management, LLC
INCREASED343,872325,066+18,806+6%$32.2M$32.5M+$334.6K2026-10-09
Summit Asset Management, LLC
INCREASED339,964324,822+15,142+5%$32.2M$32.1M-$10.7K2026-11-05
Unique Wealth, LLC
INCREASED336,371330,744+5,627+2%$32.7M$31.8M-$936.6K2026-10-16
WealthPlan Investment Management, LLC
INCREASED331,259305,978+25,281+8%$30.3M$31.3M+$1.0M2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED331,052318,393+12,659+4%$31.5M$31.3M-$216.9K2026-11-04
Fort Henry Capital, LLC
INCREASED327,314313,230+14,084+5%$31.0M$30.9M-$59.3K2026-10-22
Founders Financial Securities LLC
INCREASED324,788302,046+22,742+8%$29.9M$30.7M+$808.9K2026-10-28
AdvisorNet Financial, Inc
DECREASED322,995342,460-19,465-6%$33.9M$30.6M-$3.3M2026-10-15
Perigon Wealth Management, LLC
DECREASED319,375363,971-44,596-12%$36.0M$30.2M-$5.8M2026-10-22
First Citizens Asset Management, Inc.
INCREASED317,978312,802+5,176+2%$31.0M$30.1M-$899.5K2026-11-06
Lutz Financial Services LLC
INCREASED315,346208,958+106,388+51%$20.7M$29.8M+$9.1M2026-11-06
Catalyst Financial Partners LLC
INCREASED313,477297,735+15,742+5%$29.5M$29.6M+$166.3K2026-11-06
Heartwood Wealth Advisors LLC
INCREASED313,155306,452+6,703+2%$30.3M$29.6M-$726.9K2026-10-05
Eley Financial Management, Inc
INCREASED311,868309,663+2,205+1%$30.7M$29.5M-$1.2M2026-11-03
Spire Wealth Management
INCREASED310,717307,520+3,197+1%$30.4M$29.4M-$1.1M2026-10-30
North Dakota State Investment Board
INCREASED309,61126,460+283,151+1070%$2.6M$29.3M+$26.7M2026-10-27
First Merchants Corp
INCREASED309,358305,537+3,821+1%$30.2M$29.2M-$995.3K2026-10-15
Aspiriant, LLC
INCREASED308,322263,856+44,466+17%$26.1M$29.1M+$3.0M2026-10-16
Commonwealth Financial Services, LLC
DECREASED302,786407,606-104,820-26%$40.3M$28.6M-$11.7M2026-10-20
Hudson Capital Management LLC
INCREASED302,241284,336+17,905+6%$28.1M$28.6M+$430.3K2026-10-20
Financial Designs Corp
INCREASED298,782288,327+10,455+4%$28.5M$28.2M-$291.8K2026-10-09
Acorn Financial Advisory Services Inc
DECREASED297,746567,447-269,701-48%$56.2M$28.1M-$28.0M2026-11-02
SVB Wealth LLC
DECREASED292,301323,014-30,713-10%$32.0M$27.6M-$4.3M2026-11-06
RED Cedar Investment Management, LLC
INCREASED288,912247,675+41,237+17%$24.5M$27.3M+$2.8M2026-11-04
ETF Portfolio Partners, Inc.
DECREASED287,088325,817-38,729-12%$32.2M$27.1M-$5.1M2026-10-22
Ted Buchan & Co
INCREASED283,243277,977+5,266+2%$27.5M$26.8M-$736.4K2026-10-23
Colton Groome Financial Advisors, LLC
INCREASED280,863270,541+10,322+4%$26.8M$26.6M-$225.4K2026-10-06
GP Brinson Investments LLC
UNCHANGED280,650280,65000%$27.8M$26.5M-$1.2M2026-10-01
Banco Santander, S.A.
NEW278,177—+278,177——$26.3M—2026-11-10
Rakuten Investment Management, Inc.
INCREASED278,095241,493+36,602+15%$24.0M$26.3M+$2.3M2026-10-30
Regions Financial Corp
DECREASED277,759279,831-2,072-1%$27.7M$26.3M-$1.4M2026-11-05
Caliber Wealth Management, LLC / KS
DECREASED276,035308,699-32,664-11%$30.6M$26.1M-$4.5M2026-11-04
Patriot Investment Management Group, Inc.
INCREASED263,852200,698+63,154+31%$19.9M$24.9M+$5.1M2026-10-15
Cultivar Capital, Inc.
INCREASED261,988254,345+7,643+3%$25.2M$24.8M-$406.7K2026-10-14
Sowell Financial Services LLC
INCREASED260,613247,748+12,865+5%$24.5M$24.6M+$116.3K2026-10-23
iA Global Asset Management Inc.
UNCHANGED259,600259,60000%$25.7M$24.5M-$1.2M2026-10-29
Smith & Howard Wealth Management, LLC
INCREASED259,257161,324+97,933+61%$16.0M$24.5M+$8.5M2026-10-27
Matrix Trust Co
INCREASED259,226257,323+1,903+1%$25.5K$24.5M+$24.5M2026-10-07
Florida Trust Wealth Management Co
INCREASED257,309253,069+4,240+2%$25.0M$24.3M-$722.8K2026-11-05
Lifestyle Asset Management, Inc.
INCREASED254,57299,359+155,213+156%$9.8M$24.1M+$14.2M2026-10-20
Great Valley Advisor Group, Inc.
DECREASED253,217315,575-62,358-20%$31.2M$23.9M-$7.3M2026-11-09
Choreo, LLC
DECREASED250,698256,008-5,310-2%$25.3M$23.7M-$1.6M2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED249,465253,257-3,792-1%$25.1M$23.6M-$1.5M2026-10-08
Texas Capital Bank Wealth Management Services Inc
INCREASED249,117232,873+16,244+7%$23.0M$23.6M+$501.8K2026-11-09
Flagship Harbor Advisors, LLC
DECREASED248,215525,911-277,696-53%$52.1M$23.5M-$28.6M2026-10-26
Avior Wealth Management, LLC
INCREASED245,552114,823+130,729+114%$11.4M$23.2M+$11.8M2026-10-13
BayBridge Capital Group, LLC
DECREASED244,217327,035-82,818-25%$32.4M$23.1M-$9.3M2026-10-13
Chemung Canal Trust Co
INCREASED241,793240,707+1,086+0%$23.8M$22.9M-$966.1K2026-11-04
Snider Financial Group
DECREASED237,226246,229-9,003-4%$24.4M$22.4M-$1.9M2026-10-16
SBI Securities Co., Ltd.
INCREASED236,175225,843+10,332+5%$22.4M$22.3M-$26.0K2026-10-22
Columbia Bank
DECREASED235,909241,181-5,272-2%$23.9M$22.3M-$1.6M2026-10-29
Golden State Wealth Management, LLC
DECREASED234,703259,018-24,315-9%$25.6M$22.2M-$3.4M2026-11-02
Watershed Private Wealth LLC
INCREASED231,883203,469+28,414+14%$20.1M$21.9M+$1.8M2026-10-30
Diversified Trust Co
DECREASED231,154254,098-22,944-9%$25.2M$21.9M-$3.3M2026-11-06
Simplicity Wealth,LLC
INCREASED230,53086,237+144,293+167%$8.5M$21.8M+$13.3M2026-10-23
Thayer Partners, LLC / MA
INCREASED228,947224,064+4,883+2%$22.2M$21.6M-$533.2K2026-11-06
TCI Wealth Advisors, Inc.
INCREASED223,239200,623+22,616+11%$19.9M$21.1M+$1.2M2026-10-30
Harbour Investments, Inc.
DECREASED223,085231,503-8,418-4%$22.9M$21.1M-$1.8M2026-11-09
Alliance Wealth Management Group
INCREASED222,896212,383+10,513+5%$21.0M$21.1M+$52.2K2026-10-29
Omega Financial Group, LLC
INCREASED222,691216,553+6,138+3%$21.4M$21.1M-$381.2K2026-10-29
Compound Planning, Inc.
DECREASED222,542248,550-26,008-10%$24.6M$21.0M-$3.6M2026-11-09
Tanager Wealth Management LLP
DECREASED222,208227,275-5,067-2%$22.5M$21.0M-$1.5M2026-10-19
Insight 2811, Inc.
INCREASED221,152214,231+6,921+3%$21.2M$20.9M-$296.8K2026-11-06
North Berkeley Wealth Management, LLC
INCREASED220,583163,252+57,331+35%$16.2M$20.9M+$4.7M2026-11-02
Level Four Advisory Services, LLC
DECREASED217,626222,404-4,778-2%$22.0M$20.6M-$1.4M2026-11-06
Diversified Enterprises, LLC
INCREASED215,036214,136+900+0%$21.2M$20.3M-$865.6K2026-10-19
Sunesis Advisors, LLC
INCREASED212,227201,340+10,887+5%$19.9M$20.1M+$135.3K2026-10-26
Scissortail Wealth Management, LLC
INCREASED210,082202,137+7,945+4%$20.0M$19.9M-$146.4K2026-11-03
West Paces Advisors Inc.
INCREASED208,62646,975+161,651+344%$4.6M$19.7M+$15.1M2026-10-13
Legacy Private Trust Co.
DECREASED207,809220,202-12,393-6%$21.8M$19.6M-$2.1M2026-10-06
DSG Capital Advisors, LLC
DECREASED204,128207,656-3,528-2%$20.4M$19.3M-$1.1M2026-11-05
Ascentis Independent Advisors
INCREASED203,677169+203,508+120419%$16.7K$19.3M+$19.2M2026-11-03
Chesapeake Wealth Management
INCREASED202,594202,075+519+0%$20.0M$19.2M-$848.1K2026-11-09
First Hawaiian Bank
DECREASED201,761241,175-39,414-16%$23.9M$19.1M-$4.8M2026-10-14
Kelly Financial Group LLC
DECREASED199,193204,205-5,012-2%$20.2M$18.8M-$1.4M2026-10-16
Genus Capital Management Inc.
INCREASED198,830167,450+31,380+19%$16.6M$18.8M+$2.2M2026-11-04
Principal Financial Group Inc
INCREASED196,345183,008+13,337+7%$18.1M$18.6M+$448.3K2026-11-02
Joel Adams & Associates, Inc.
INCREASED196,248191,138+5,110+3%$18.9M$18.6M-$365.5K2026-11-02
Cornerstone Wealth Group, LLC
INCREASED195,133188,336+6,797+4%$18.6M$18.4M-$193.7K2026-11-02
Cornerstone National Bank & Trust Co
INCREASED192,946146,751+46,195+31%$14.5M$18.2M+$3.8M2026-10-20
Nwam LLC
INCREASED192,672155,802+36,870+24%$15.4M$18.2M+$2.8M2026-11-09
Belpointe Asset Management LLC
INCREASED192,233113,917+78,316+69%$11.3M$18.2M+$6.9M2026-11-09
Meridian Management Co
INCREASED191,123186,700+4,423+2%$18.5M$18.1M-$410.8K2026-11-06
TCP Asset Management, LLC
INCREASED188,991183,413+5,578+3%$18.2M$17.8M-$341.8K2026-10-14
Peddock Capital Advisors, LLC
INCREASED187,329178,644+8,685+5%$17.7M$17.7M+$27.9K2026-10-16
Fortis Capital Advisors, LLC
INCREASED185,62581,785+103,840+127%$8.1M$17.5M+$9.5M2026-11-09
Oppenheimer Asset Management Inc.
INCREASED184,125174,438+9,687+6%$17.3M$17.4M+$141.3K2026-10-27
Mullooly Asset Management, Inc.
INCREASED183,238160,987+22,251+14%$15.9M$17.3M+$1.4M2026-10-30
Citizens Financial Group Inc
INCREASED181,69774,824+106,873+143%$7.4M$17.2M+$9.8M2026-10-23
First Horizon Corp
DECREASED179,013187,656-8,643-5%$18.6M$16.9M-$1.7M2026-10-26
Fifth Third Securities, Inc.
INCREASED176,312146,764+29,548+20%$14.5M$16.7M+$2.1M2026-10-21
Merit Financial Group, LLC
DECREASED173,718181,117-7,399-4%$17.9M$16.4M-$1.5M2026-11-06
Washington Trust Co
DECREASED172,468173,092-6240%$17.1M$16.3M-$827.5K2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED171,487163,475+8,012+5%$16.2M$16.2M+$31.6K2026-10-29
Caldwell Trust Co
INCREASED169,602158,921+10,681+7%$15.7M$16.0M+$304.2K2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED165,855154,080+11,775+8%$15.3M$15.7M+$429.2K2026-11-03
Evensky & Katz LLC
INCREASED165,832155,002+10,830+7%$15.3M$15.7M+$336.0K2026-10-27
Family Capital Trust Co
DECREASED164,049164,373-3240%$16.3M$15.5M-$760.4K2026-10-22
FC Advisory LLC
INCREASED162,365152,147+10,218+7%$15.1M$15.3M+$290.4K2026-10-05
Stanich Group LLC
NEW161,137—+161,137——$15.2M—2026-10-16
Robinswood Financial LLC
DECREASED160,517163,669-3,152-2%$16.2M$15.3M-$933.2K2026-10-20
Sound Financial Strategies Group, LLC
DECREASED159,501160,502-1,001-1%$15.9M$15.1M-$807.3K2026-10-30
BCS Wealth Management
INCREASED157,869142,203+15,666+11%$14.1M$14.9M+$849.7K2026-11-03
Sfam, LLC
INCREASED157,788144,594+13,194+9%$14.3M$14.9M+$605.4K2026-11-03
Providence First Trust Co
INCREASED157,075153,747+3,328+2%$15.2M$14.8M-$368.0K2026-11-02
Fagan Associates, Inc.
INCREASED154,538153,268+1,270+1%$15.2M$14.6M-$560.5K2026-10-13
Greenwood Capital Associates LLC
INCREASED154,001145,605+8,396+6%$14.4M$14.6M+$147.2K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED153,645135,121+18,524+14%$13.4M$14.5M+$1.2M2026-11-05
Donaldson Capital Management, LLC
INCREASED152,743149,048+3,695+2%$14.8M$14.4M-$312.5K2026-11-09
PFG Advisors
INCREASED152,30294,895+57,407+61%$9.4M$14.4M+$5.0M2026-10-16
Montecito Bank & Trust
INCREASED152,156150,950+1,206+1%$14.9M$14.4M-$556.2K2026-10-01
Strategic Financial Group, LLC
DECREASED151,788176,302-24,514-14%$17.5M$14.4M-$3.1M2026-10-08
High Note Wealth, LLC
INCREASED150,847142,048+8,799+6%$14.1M$14.3M+$201.2K2026-10-27
CVS Health Corp
UNCHANGED149,700149,70000%$14.8M$14.2M-$664.7K2026-11-05
Modera Wealth Management, LLC
DECREASED149,551177,616-28,065-16%$17.6M$14.1M-$3.4M2026-10-28
Ashton Thomas Securities, LLC
NEW149,455—+149,455——$14.1M—2026-10-26
Old National Bancorp
INCREASED149,057148,288+769+1%$14.7M$14.1M-$585.7K2026-10-20
Catalyst Capital Advisors LLC
INCREASED147,733142,032+5,701+4%$14.1M$14.0M-$91.6K2026-11-02
One Day In July LLC
INCREASED147,583144,680+2,903+2%$14.3M$14.0M-$367.9K2026-10-30
McGlone Suttner Wealth Management, Inc.
INCREASED146,827140,716+6,111+4%$13.9M$13.9M-$47.0K2026-10-13
Asset Allocation Strategies LLC
INCREASED146,608139,076+7,532+5%$13.8M$13.9M+$94.6K2026-10-20
Somnio Financial Group, LLC
INCREASED145,999141,923+4,076+3%$14.0M$13.8M-$244.8K2026-10-26
Thompson Siegel & Walmsley LLC
INCREASED144,36822,989+121,379+528%$2.3M$13.6M+$11.4M2026-11-05
Accelerate Investment Advisors LLC
INCREASED142,537131,339+11,198+9%$13.0M$13.5M+$475.5K2026-11-02
North Star Investment Management Corp.
INCREASED141,57266,547+75,025+113%$6.6M$13.4M+$6.8M2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED140,225123,521+16,704+14%$12.2M$13.3M+$1.0M2026-10-14
Calamos Wealth Management LLC
DECREASED139,902142,503-2,601-2%$14.1M$13.2M-$878.6K2026-11-02
LMG Wealth Partners, LLC
INCREASED139,428136,337+3,091+2%$13.5M$13.2M-$313.1K2026-11-05
Motive Wealth Advisors
DECREASED138,743151,575-12,832-8%$15.0M$13.1M-$1.9M2026-10-26
Townsend Financial Planning, LLC
INCREASED138,399132,713+5,686+4%$13.1M$13.1M-$51.6K2026-11-02
High Net Worth Advisory Group LLC
DECREASED134,765140,341-5,576-4%$13.9M$12.7M-$1.2M2026-10-26
Foguth Wealth Management, Llc.
DECREASED132,834160,313-27,479-17%$15.7M$12.7M-$3.0M2026-10-19
Prospera Financial Services Inc
INCREASED132,558131,882+676+1%$13.1M$12.8M-$280.9K2026-11-04
Clearstead Advisors, LLC
DECREASED132,324236,811-104,487-44%$23.4M$12.5M-$10.9M2026-11-06
Aquire Wealth Advisors, LLC
INCREASED130,947129,620+1,327+1%$12.8M$12.4M-$450.1K2026-10-23
Diversify Wealth Management, LLC
DECREASED130,818156,611-25,793-16%$15.3M$12.5M-$2.8M2026-10-20
Diversify Advisory Services, LLC
DECREASED130,818156,611-25,793-16%$15.3M$12.5M-$2.8M2026-10-20
Freestate Advisors LLC
DECREASED130,766137,105-6,339-5%$13.6M$12.4M-$1.2M2026-10-09
Facet Wealth, Inc.
DECREASED130,324142,416-12,092-8%$14.1M$12.3M-$1.8M2026-11-04
OFS Enterprise LLC
INCREASED129,959129,872+87+0%$12.9M$12.3M-$568.4K2026-10-16
LeConte Wealth Management, LLC
INCREASED128,660117,507+11,153+9%$11.6M$12.2M+$532.7K2026-10-20
King Luther Capital Management Corp
INCREASED128,256122,041+6,215+5%$12.1M$12.1M+$45.7K2026-11-05
Bluestem Financial Advisors, LLC
INCREASED126,67642,691+83,985+197%$4.2M$12.0M+$7.8M2026-10-20
Peak Financial Management, Inc.
INCREASED126,565125,149+1,416+1%$12.4M$12.0M-$421.8K2026-10-16
U S Wealth Group, Llc.
DECREASED124,632125,476-844-1%$12.4M$11.8M-$637.0K2026-11-09
Lighthouse Financial Services Inc
INCREASED124,448122,587+1,861+2%$12.1M$11.8M-$309.6K2026-11-02
Slow Capital, Inc.
DECREASED124,297127,150-2,853-2%$12.6M$11.8M-$834.3K2026-10-23
Aspen Wealth Management LLC
INCREASED123,83036,858+86,972+236%$3.6M$11.7M+$8.1M2026-10-14
Merited Wealth, LLC
INCREASED123,604108,259+15,345+14%$10.7M$11.7M+$970.1K2026-10-13
Carbahal Olsen Financial Services Group, LLC
INCREASED123,353118,579+4,774+4%$11.7M$11.7M-$75.2K2026-11-05
Central Bank & Trust Co
INCREASED122,146121,637+509+0%$12.0M$11.5M-$491.9K2026-10-09
Timonier Family Office, Ltd.
DECREASED121,114121,246-1320%$12.0M$11.5M-$550.8K2026-11-03
Accurate Wealth Management, LLC
INCREASED120,698113,261+7,437+7%$11.1M$11.4M+$322.7K2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED120,526110,518+10,008+9%$10.9M$11.4M+$455.5K2026-11-05
Wescott Financial Advisory Group, LLC
INCREASED120,390120,222+168+0%$11.9M$11.4M-$517.8K2026-11-09
Axxcess Wealth Management, LLC
DECREASED120,1921,850,416-1,730,224-93%$183.2M$11.4M-$171.8M2026-10-21
HB Wealth Management, LLC
DECREASED119,118121,624-2,506-2%$12.0M$11.3M-$776.9K2026-10-23
Cosner Financial Group, LLC
INCREASED117,812111,674+6,138+6%$11.1M$11.3M+$236.2K2026-11-03
Tassel Capital Management, Inc.
INCREASED117,71422,414+95,300+425%$2.2M$11.1M+$8.9M2026-10-20
Independent Solutions Wealth Management, LLC
INCREASED114,193112,822+1,371+1%$11.2M$10.8M-$371.3K2026-10-28
Koenig Investment Advisory, LLC
INCREASED113,444107,644+5,800+5%$10.7M$10.7M+$70.3K2026-10-09
Juncture Wealth Strategies, LLC
INCREASED113,074100,001+13,073+13%$9.9M$10.7M+$791.9K2026-10-06
Westside Investment Management, Inc.
INCREASED113,07099,000+14,070+14%$9.8M$10.7M+$889.3K2026-11-02
MGO One Seven LLC
DECREASED112,887113,612-725-1%$11.2M$10.7M-$573.0K2026-10-28
Corepath Wealth Partners LLC
DECREASED112,635123,414-10,779-9%$12.1M$10.6M-$1.5M2026-10-21
Harpswell Capital Advisors, LLC
INCREASED112,528110,163+2,365+2%$10.9M$10.6M-$265.5K2026-10-09
Geneos Wealth Management Inc.
DECREASED112,025113,756-1,731-2%$11.3M$10.6M-$668.8K2026-11-09
Phillips Financial Management, LLC
DECREASED110,610122,304-11,694-10%$12.1M$10.5M-$1.6M2026-10-19
Storen Legacy Partners, LLC
INCREASED109,772100,232+9,540+10%$9.9M$10.4M+$456.8K2026-11-09
Kingswood Wealth Advisors, LLC
DECREASED108,078109,462-1,384-1%$10.8M$10.2M-$616.8K2026-10-23
Money Concepts Capital Corp
DECREASED107,070114,310-7,240-6%$11.3M$10.1M-$1.2M2026-11-06
Tanglewood Wealth Management, Inc.
NEW107,011—+107,011——$10.1M—2026-10-23
Hillcrest Wealth Advisors - NY, LLC
INCREASED105,005102,330+2,675+3%$10.1M$9.9M-$201.5K2026-10-22
StoryOne LLC
INCREASED104,97061,681+43,289+70%$6.1M$9.9M+$3.8M2026-10-13
Parkway Wealth Management Group, LLC
DECREASED104,795119,824-15,029-13%$11.9M$9.9M-$2.0M2026-10-20
Columbus Macro, LLC
INCREASED104,25093,981+10,269+11%$9.3M$9.9M+$553.6K2026-10-14
Acima Private Wealth, LLC
DECREASED103,603103,994-3910%$10.3M$9.8M-$498.7K2026-10-05
ACT Wealth Management, LLC
INCREASED102,51893,582+8,936+10%$9.3M$9.7M+$429.4K2026-10-09
Ndwm LLC
DECREASED102,223127,840-25,617-20%$12.7M$9.7M-$3.0M2026-11-05
Investment Research Partners LLC
DECREASED102,219104,143-1,924-2%$10.3M$9.7M-$644.3K2026-10-19
Mann Financial Group, Inc.
DECREASED101,599128,194-26,595-21%$12.7M$9.6M-$3.1M2026-10-15
Livet Wealth, LLC
INCREASED101,03892,065+8,973+10%$9.1M$9.6M+$439.6K2026-10-27
IFP Advisors, Inc
INCREASED100,92593,781+7,144+8%$9.3M$9.5M+$259.0K2026-10-16
Cheviot Value Management, LLC
INCREASED99,73835,825+63,913+178%$3.5M$9.4M+$5.9M2026-11-09
Lanark Financial, Inc.
INCREASED99,70281,024+18,678+23%$8.0M$9.4M+$1.4M2026-10-26
Amtrust Financial Services, Inc.
UNCHANGED98,56098,56000%$9.8M$9.3M-$437.6K2026-10-19
Financial Planning Navigators Corp
INCREASED97,82294,162+3,660+4%$9.3M$9.2M-$72.1K2026-10-14
TPG Advisors LLC
INCREASED96,74992,818+3,931+4%$9.2M$9.1M-$40.5K2026-10-16
Frisco Financial Planning LLC
INCREASED96,67494,135+2,539+3%$9.3M$9.1M-$178.0K2026-10-05
Founders Grove Wealth Partners, LLC
INCREASED96,17192,585+3,586+4%$9.2M$9.1M-$72.1K2026-10-16
Country Trust Bank
DECREASED95,660112,229-16,569-15%$11.1M$9.0M-$2.1M2026-10-30
Oasis Advisors, LLC
INCREASED95,39676,980+18,416+24%$7.6M$9.0M+$1.4M2026-10-16
Vericrest Private Wealth
INCREASED94,99890,226+4,772+5%$8.9M$9.0M+$50.6K2026-10-21
Blankinship & Foster, LLC
DECREASED93,82399,129-5,306-5%$9.8M$8.9M-$941.7K2026-10-19
Optas, LLC
DECREASED93,774101,009-7,235-7%$10.0M$8.9M-$1.1M2026-11-09
Clearwater Capital Advisors, LLC
DECREASED93,56995,075-1,506-2%$9.4M$8.8M-$564.5K2026-11-06
Flagstar Securities, Inc
INCREASED93,31574,995+18,320+24%$7.4M$8.8M+$1.4M2026-10-15
Farmers & Merchants Investments Inc
INCREASED92,78884,038+8,750+10%$8.3M$8.8M+$454.1K2026-10-22
Atwater Malick LLC
INCREASED92,31662,545+29,771+48%$6.2M$8.7M+$2.5M2026-10-15
Lodestar Private Asset Management LLC
INCREASED91,9158,323+83,592+1004%$823.8K$8.7M+$7.9M2026-10-26
Coastline Trust Co
DECREASED91,638117,726-26,088-22%$11.7M$8.7M-$3.0M2026-10-01
Durante & Waters, LLC
DECREASED90,53590,657-1220%$9.0M$8.6M-$414.1K2026-10-28
Addis & Hill, Inc
UNCHANGED90,45690,45600%$9.0M$9.0M$02026-10-19
NewSquare Capital LLC
DECREASED90,40893,072-2,664-3%$9.2M$8.5M-$665.1K2026-11-06
Aventus Investment Advisors, Inc.
INCREASED89,99688,891+1,105+1%$8.8M$8.5M-$290.2K2026-10-09
Chicago Partners Investment Group LLC
INCREASED89,99487,947+2,047+2%$8.6M$8.6M+$75.0K2026-10-27
Financial & Tax Architects, LLC
INCREASED89,59189,492+99+0%$8.9M$8.5M-$388.0K2026-10-15
Emergent Wealth Advisors, LLC
DECREASED88,84991,216-2,367-3%$9.0M$8.4M-$579.2K2026-10-09
Firestone Capital Management
DECREASED88,49690,448-1,952-2%$9.0M$8.4M-$586.1K2026-11-03
Pinnacle Financial Group, LLC / IL
DECREASED87,90589,833-1,928-2%$8.9M$8.3M-$581.1K2026-10-29
Erickson Financial Group, LLC
INCREASED86,81684,132+2,684+3%$8.3M$8.2M-$119.8K2026-11-05
Atria Investments, Inc
INCREASED86,52085,658+862+1%$8.5M$8.2M-$298.9K2026-10-15
Glenview Trust Co
INCREASED86,13657,664+28,472+49%$5.7M$8.1M+$2.4M2026-10-28
Global Assets Advisory, LLC
INCREASED85,00880,280+4,728+6%$7.9M$8.0M+$78.4K2026-10-28
Chesley Taft & Associates LLC
INCREASED84,24383,979+264+0%$8.3M$8.0M-$347.9K2026-10-13
Greykasell Wealth Strategies, Inc.
INCREASED83,83282,761+1,071+1%$8.2M$7.9M-$266.2K2026-11-09
WealthPLAN Partners, LLC
INCREASED83,07368,139+14,934+22%$6.7M$7.9M+$1.1M2026-10-15
CFS Investment Advisory Services, LLC
DECREASED82,52787,256-4,729-5%$8.6M$7.8M-$817.1K2026-10-19
Liberty Atlantic Advisors LLC
INCREASED82,07769,587+12,490+18%$6.9M$7.8M+$871.8K2026-10-14
FDx Advisors, Inc.
DECREASED81,85582,452-597-1%$8.2M$7.7M-$422.0K2026-11-09
Private Client Services, LLC
INCREASED81,54477,345+4,199+5%$7.7M$7.7M+$53.6K2026-10-02
Atlas Private Wealth Advisors
INCREASED81,14077,621+3,519+5%$7.7M$7.7M-$11.9K2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED81,04981,04900%$8.0M$8.0M$02026-10-22
Boomfish Wealth Group, LLC
DECREASED78,27181,036-2,765-3%$8.0M$7.4M-$621.2K2026-10-22
Alamar Capital Management, LLC
INCREASED78,08677,150+936+1%$7.6M$7.4M-$254.1K2026-11-02
MKD Wealth Coaches, LLC
INCREASED77,64475,702+1,942+3%$7.5M$7.3M-$152.5K2026-10-09
Quartz Partners, LLC
INCREASED77,14954,027+23,122+43%$5.3M$7.3M+$1.9M2026-11-03
Csenge Advisory Group
INCREASED77,00672,033+4,973+7%$7.1M$7.3M+$150.3K2026-11-04
Wilmington Savings Fund Society, FSB
INCREASED76,82366,807+10,016+15%$6.6M$7.3M+$650.3K2026-10-23
Sellwood Investment Partners LLC
INCREASED76,71572,941+3,774+5%$7.2M$7.3M+$33.0K2026-11-03
Triad Wealth Partners, LLC
INCREASED75,89971,989+3,910+5%$7.0M$7.2M+$173.8K2026-10-26
Sovran Advisors, LLC
DECREASED75,56181,393-5,832-7%$8.0M$7.3M-$704.8K2026-11-02
Cedar Mountain Advisors, LLC
INCREASED75,18873,919+1,269+2%$7.3M$7.1M-$208.2K2026-10-15
Advisory Solutions Group, LLC
NEW75,165—+75,165——$7.1M—2026-10-14
Navigate Wealth Management, LLC
DECREASED75,14881,078-5,930-7%$8.0M$7.1M-$853.6K2026-10-14
James Investment Research, Inc.
INCREASED75,01973,937+1,082+1%$7.3M$7.1M-$226.0K2026-10-22
City State Bank
DECREASED74,89275,203-3110%$7.4M$7.1M-$363.3K2026-10-20
Sigma Planning Corp
DECREASED74,183105,579-31,396-30%$10.5M$7.0M-$3.4M2026-10-23
Plimoth Trust Co LLC
INCREASED73,54271,571+1,971+3%$7.1M$7.0M-$131.4K2026-10-26
Stone Wealth Partners
INCREASED73,11954,789+18,330+33%$5.4M$6.9M+$1.5M2026-11-05
Avantax Planning Partners, Inc.
DECREASED72,49575,355-2,860-4%$7.5M$6.9M-$605.0K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED72,17357,694+14,479+25%$5.7M$6.8M+$1.1M2026-11-05
Tactive Advisors, LLC
INCREASED72,12237,435+34,687+93%$3.7M$6.8M+$3.1M2026-10-08
Envision Financial LLC
INCREASED71,94761,322+10,625+17%$6.1M$6.8M+$732.2K2026-10-15
Kagan Cocozza Asset Management
DECREASED71,59872,064-466-1%$7.1M$6.8M-$364.0K2026-10-19
Grove Bank & Trust
INCREASED69,76164,508+5,253+8%$6.4M$6.6M+$210.2K2026-10-08
Hudock, Inc.
DECREASED69,726212,568-142,842-67%$21.0M$6.6M-$14.4M2026-10-14
Naples Global Advisors, LLC
DECREASED69,67870,311-633-1%$7.0M$6.6M-$372.0K2026-11-05
Apollon Wealth Management, LLC
INCREASED69,64865,796+3,852+6%$6.5M$6.6M+$72.0K2026-10-23
Stonehaven Wealth & TAX Solutions, LLC
DECREASED69,36187,059-17,698-20%$8.6M$6.6M-$2.1M2026-10-22
Midwest Professional Planners, Ltd.
INCREASED69,28268,382+900+1%$6.8M$6.5M-$218.5K2026-10-29
FSA Wealth Partners, Inc.
DECREASED68,80270,525-1,723-2%$7.0M$6.5M-$476.0K2026-10-26
MCF Advisors LLC
DECREASED68,62868,847-2190%$6.8M$6.5M-$326.4K2026-10-28
Redwood Park Advisors LLC
DECREASED68,17768,593-416-1%$6.8M$6.4M-$343.9K2026-11-02
Canvas Wealth Advisors, LLC
INCREASED67,64858,191+9,457+16%$5.8M$6.5M+$744.7K2026-11-02
Little House Capital LLC
INCREASED66,80162,722+4,079+7%$6.2M$6.3M+$107.1K2026-11-06
RKL Wealth Management LLC
INCREASED66,38863,551+2,837+4%$6.3M$6.3M-$13.9K2026-10-16
IFG Advisory, LLC
DECREASED66,33871,640-5,302-7%$7.1M$6.3M-$819.3K2026-11-09
Ground Swell Capital, LLC
NEW66,127—+66,127——$6.3M—2026-11-09
DMC Group, LLC
INCREASED66,04059,258+6,782+11%$5.9M$6.2M+$378.1K2026-10-26
Alhambra Investment Management LLC
INCREASED65,24128,251+36,990+131%$2.8M$6.2M+$3.4M2026-10-15
Ullmann Wealth Partners Group, LLC
INCREASED64,62642,437+22,189+52%$4.2M$6.1M+$1.9M2026-11-02
Quattro Financial Advisors LLC
DECREASED64,36264,724-362-1%$6.4M$6.1M-$321.6K2026-10-15
Destiny Capital Corp
DECREASED63,56564,530-965-1%$6.4M$6.0M-$377.8K2026-11-03
Summit Wealth Group, LLC
INCREASED63,35662,901+455+1%$6.2M$6.0M-$236.2K2026-11-09
Joseph P. Lucia & Associates, LLC
INCREASED62,93362,691+242+0%$6.2M$5.9M-$255.4K2026-10-30
Ameliora Wealth Management Ltd.
DECREASED62,92064,790-1,870-3%$6.4M$5.9M-$464.5K2026-10-23
Thompson Investment Management, Inc.
INCREASED62,18956,395+5,794+10%$5.6M$5.9M+$297.4K2026-10-14
Redw Wealth LLC
DECREASED62,05468,062-6,008-9%$6.7M$5.9M-$870.2K2026-11-02
Vicus Capital
DECREASED62,053374,512-312,459-83%$37.1M$5.9M-$31.2M2026-11-05
Arrow Financial Corp
DECREASED61,61662,177-561-1%$6.2M$5.8M-$329.1K2026-10-26
Capital Investment Advisors, LLC
INCREASED61,43615,898+45,538+286%$1.6M$5.8M+$4.2M2026-10-22
Sharper & Granite LLC
DECREASED61,12562,648-1,523-2%$6.2M$6.1M-$133.0K2026-11-02
Aspect Partners, LLC
DECREASED61,05062,920-1,870-3%$6.2M$5.8M-$456.2K2026-10-20
Walker Financial Services, Inc.
DECREASED60,42975,444-15,015-20%$7.5M$5.7M-$1.8M2026-10-26
Oppenheimer & Co Inc
INCREASED60,24347,398+12,845+27%$4.7M$5.7M+$1.0M2026-10-26
Sincerus Advisory, LLC
INCREASED59,97856,089+3,889+7%$5.6M$5.7M+$118.6K2026-10-09
May Hill Capital, LLC
INCREASED59,90234,158+25,744+75%$3.4M$5.7M+$2.3M2026-11-03
Innova Wealth Partners
DECREASED59,80266,593-6,791-10%$6.6M$5.7M-$937.7K2026-10-21
Lpwm LLC
DECREASED59,65160,164-513-1%$6.0M$5.6M-$315.6K2026-10-20
River's Edge Wealth Management, LLC
DECREASED59,49963,520-4,021-6%$6.2M$5.7M-$558.8K2026-10-19
CX Institutional
DECREASED58,82186,726-27,905-32%$8.6K$5.6M+$5.6M2026-10-02
PlanVest Financial, Inc
INCREASED58,51850,659+7,859+16%$5.0M$5.5M+$518.0K2026-11-09
SAX Wealth Advisors, LLC
DECREASED58,44566,605-8,160-12%$6.6M$5.5M-$1.1M2026-10-13
Golden Bell Financial Planning LLC
INCREASED57,94257,694+248+0%$5.7M$5.5M-$232.7K2026-11-02
Lynch Investment Planning, LLC
DECREASED57,03662,263-5,227-8%$6.2M$5.4M-$770.6K2026-10-27
Apella Capital, LLC
INCREASED56,95219,037+37,915+199%$1.9M$5.4M+$3.5M2026-10-08
MPS Loria Financial Planners, LLC
INCREASED56,84142,791+14,050+33%$4.2M$5.4M+$1.1M2026-10-14
AtlasMark Financial, Inc
INCREASED56,59555,517+1,078+2%$5.5M$5.4M-$144.6K2026-10-13
Arrien Investments, Inc.
INCREASED56,56554,603+1,962+4%$5.4M$5.3M-$57.0K2026-10-30
AlTi Global, Inc.
INCREASED56,23955,899+340+1%$5.5M$5.3M-$216.1K2026-11-09
Mccarter Private Wealth Services LLC
INCREASED56,20349,477+6,726+14%$4.9M$5.3M+$416.1K2026-10-22
WealthSpring Partners, LLC
DECREASED56,10468,719-12,615-18%$6.8M$5.3M-$1.5M2026-10-14
WealthTrust Asset Management, LLC
INCREASED55,93453,610+2,324+4%$5.3M$5.3M-$18.4K2026-10-22
Welch & Forbes LLC
INCREASED55,80342,377+13,426+32%$4.2M$5.3M+$1.1M2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED55,80357,990-2,187-4%$5.7M$5.3M-$464.2K2026-10-08
Synergy Asset Management, LLC
DECREASED55,79056,505-715-1%$5.6M$5.3M-$318.5K2026-11-05
JGP Wealth Management, LLC
DECREASED55,64071,752-16,112-22%$7.1M$5.3M-$1.8M2026-10-13
Koshinski Asset Management, Inc.
INCREASED54,88253,289+1,593+3%$5.3M$5.2M-$86.0K2026-10-29
Brendel Financial Advisors LLC
INCREASED54,77653,803+973+2%$5.3M$5.2M-$146.9K2026-11-09
Patriot Financial Group Insurance Agency, LLC
INCREASED54,57351,992+2,581+5%$5.1M$5.2M+$13.2K2026-10-14
Arete Wealth Advisors, LLC
DECREASED54,17159,457-5,286-9%$5.9M$5.1M-$765.9K2026-11-09
United Advisor Group, LLC
INCREASED53,83546,789+7,046+15%$4.6M$5.1M+$458.4K2026-11-03
StoneX Group Inc.
INCREASED53,72417,076+36,648+215%$1.7M$5.1M+$3.4M2026-11-03
Independent Financial Group, LLC
INCREASED53,60923,238+30,371+131%$2.3M$5.1M+$2.8M2026-10-13
Wealthcare Capital Management LLC
INCREASED53,51145,792+7,719+17%$4.5M$5.1M+$526.4K2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED53,49744,174+9,323+21%$4.4M$5.1M+$685.3K2026-10-21
Northern Lights Advisors, Inc.
INCREASED53,45651,148+2,308+5%$5.1M$5.1M-$8.9K2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED53,25056,889-3,639-6%$5.6M$5.0M-$596.6K2026-10-07
Smith Shellnut Wilson LLC
INCREASED53,14453,142+20%$5.3M$5.0M-$235.8K2026-10-21
Avail Investment Partners, LLC
INCREASED53,09151,477+1,614+3%$5.1M$5.0M-$76.1K2026-10-16
J.Safra Asset Management Corp
INCREASED53,01949,131+3,888+8%$4.9M$5.0M+$149.4K2026-11-03
SteelPeak Wealth, LLC
DECREASED52,92255,226-2,304-4%$5.5M$5.0M-$463.0K2026-10-16
Quadrant Capital Group LLC
INCREASED52,89749,761+3,136+6%$4.9M$5.0M+$84.5K2026-10-20
Valeo Financial Advisors, LLC
DECREASED52,51757,658-5,141-9%$5.7M$5.0M-$742.1K2026-10-08
GuidedMoney, LLC
DECREASED52,33960,942-8,603-14%$6.0M$4.9M-$1.1M2026-10-29
Valley Forge Investment Consultants Inc ADV
INCREASED52,23851,548+690+1%$5.1M$4.9M-$163.6K2026-11-03
RFG Advisory, LLC
DECREASED51,91253,216-1,304-2%$5.3M$4.9M-$359.6K2026-11-03
Reicon Wealth Advisors, LLC
INCREASED51,86234,495+17,367+50%$3.4M$4.9M+$1.5M2026-11-04
Impact Capital Partners LLC
DECREASED51,72054,146-2,426-4%$5.4M$4.9M-$469.7K2026-10-22
Accel Wealth Management
INCREASED51,63649,572+2,064+4%$4.9M$4.9M-$24.9K2026-10-13
JHP Wealth Management, LLC
INCREASED51,32331,341+19,982+64%$3.1M$4.9M+$1.7M2026-11-06
HUB Investment Partners, LLC
DECREASED51,23552,101-866-2%$5.2M$4.8M-$313.3K2026-11-03
Epiq Partners, LLC
DECREASED50,75368,970-18,217-26%$6.8M$4.8M-$2.0M2026-10-07
Lynx Capital Group LTD
DECREASED50,66650,716-500%$5.0M$4.8M-$229.9K2026-11-04
Verus Financial Partners, Inc.
NEW50,583—+50,583——$4.8M—2026-10-29
Flagship Private Wealth, LLC
INCREASED50,28349,901+382+1%$4.9M$4.8M-$185.4K2026-11-05
Wealthcare Capital Partners, LLC
INCREASED50,03549,180+855+2%$4.9M$4.7M-$137.5K2026-10-21
Invested Advisors
DECREASED49,12853,037-3,909-7%$5.2M$4.6M-$605.0K2026-10-23
E&G Advisors, LLC
DECREASED48,92949,666-737-1%$4.9M$4.6M-$289.8K2026-10-13
Canton Hathaway, LLC
UNCHANGED48,70048,70000%$4.8M$4.6M-$216.2K2026-10-23
Ti-Trust, Inc
INCREASED48,39147,617+774+2%$4.7M$4.6M-$138.2K2026-10-21
Merkkuri Wealth Advisors LLC
INCREASED47,97745,628+2,349+5%$4.5M$4.5M+$19.5K2026-11-03
IFS Advisors, LLC
INCREASED47,73146,847+884+2%$4.6M$4.5M-$124.4K2026-10-14
Genesis Private Wealth, LLC
DECREASED47,70048,063-363-1%$4.8M$4.5M-$247.7K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED47,67110,825+36,846+340%$1.1M$4.5M+$3.4M2026-10-13
Prairie Advisory, LLC
INCREASED47,38424,519+22,865+93%$2.4M$4.5M+$2.1M2026-10-19
SouthState Bank Corp
DECREASED47,27850,385-3,107-6%$5.0M$4.5M-$517.4K2026-11-09
Croban
DECREASED47,19347,728-535-1%$4.7M$4.5M-$262.5K2026-11-09
PKS Advisory Services, LLC
UNCHANGED46,85946,85900%$4.6M$4.6M$02026-10-26
Larson Financial Group LLC
INCREASED46,16426,692+19,472+73%$2.6M$4.4M+$1.7M2026-11-05
Intergy Private Wealth, LLC
INCREASED45,90143,102+2,799+6%$4.3M$4.3M+$73.3K2026-10-16
Compass Ion Advisors, LLC
INCREASED44,94634,714+10,232+29%$3.4M$4.2M+$813.2K2026-10-23
Elevation Wealth Partners, LLC
INCREASED44,90344,201+702+2%$4.4M$4.2M-$129.9K2026-10-07
Sterling Investment Advisors LLC
INCREASED44,86840,955+3,913+10%$4.1M$4.2M+$188.1K2026-10-27
Hudson Oak Wealth Advisory LLC
INCREASED44,80944,053+756+2%$4.4M$4.2M-$124.1K2026-10-16
Paladin Partners, LLC
INCREASED44,71244,709+3+0%$4.4M$4.2M-$198.2K2026-10-06
True Private Wealth Advisors
DECREASED44,56047,441-2,881-6%$4.7M$4.2M-$483.0K2026-10-19
NBT Bank, N.A.
DECREASED44,51348,324-3,811-8%$4.8M$4.2M-$574.9K2026-10-21
Meitav Investment House LTD
INCREASED44,12338,677+5,446+14%$3.8M$4.2M+$341.0K2026-10-28
Integrated Advisors Network LLC
INCREASED43,97732,832+11,145+34%$3.2M$4.2M+$907.9K2026-10-20
Summit Global Investments
DECREASED43,64259,325-15,683-26%$5.9M$4.1M-$1.7M2026-10-28
McAdam, LLC
INCREASED43,57617,109+26,467+155%$1.7M$4.1M+$2.4M2026-10-21
Strive Financial Group,LLC
INCREASED43,20540,500+2,705+7%$4.0M$4.1M+$75.9K2026-11-09
Woodard & Co Asset Management Group Inc
INCREASED43,12543,025+100+0%$4.3M$4.1M-$181.6K2026-11-03
Charter Capital Management, Llc\de
INCREASED43,10340,788+2,315+6%$4.0M$4.1M+$37.7K2026-10-28
Park Place Capital Corp
DECREASED42,54946,049-3,500-8%$4.6M$4.0M-$535.2K2026-11-09
Family Investment Center, Inc.
INCREASED42,54640,807+1,739+4%$4.0M$4.0M-$16.8K2026-10-19
Heritage Wealth Management, Inc.
INCREASED41,93838,673+3,265+8%$3.8M$4.0M+$136.9K2026-10-27
Ironwood Financial, llc
DECREASED41,93145,077-3,146-7%$4.4M$4.0M-$440.3K2026-10-20
Capital Management Associates, Inc
DECREASED41,16152,527-11,366-22%$5.2M$3.9M-$1.3M2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED41,04240,569+473+1%$4.0M$3.9M-$135.4K2026-10-27
Leading Edge Financial Planning LLC
INCREASED40,5663,329+37,237+1119%$329.5K$3.8M+$3.5M2026-10-23
Cypress Capital Group
INCREASED40,40838,751+1,657+4%$3.8M$3.8M-$15.4K2026-11-03
Midwest Trust Co
INCREASED40,13139,116+1,015+3%$3.9M$3.8M-$77.7K2026-10-22
AUA Capital Management, LLC
DECREASED40,05740,230-1730%$4.0M$3.8M-$194.9K2026-10-15
Cabot Wealth Management Inc
NEW39,652—+39,652——$3.7M—2026-11-05
Davidson Trust Co
INCREASED39,63538,993+642+2%$3.9M$3.7M-$112.3K2026-10-09
Mesirow Financial Investment Management, Inc.
INCREASED39,51937,877+1,642+4%$3.7M$3.7M-$13.0K2026-11-05
Equity Wealth Partners, LLC
DECREASED39,49742,518-3,021-7%$4.2M$3.7M-$474.4K2026-10-26
Onyx Bridge Wealth Group LLC
DECREASED39,40171,025-31,624-45%$7.0M$3.7M-$3.3M2026-10-16
Advisor OS, LLC
INCREASED39,32638,889+437+1%$3.8M$3.7M-$131.4K2026-11-03
Bauman Advisory Group, LLC
INCREASED38,62036,733+1,887+5%$3.6M$3.7M+$15.4K2026-10-29
Cordgrass Capital Advisors, LLC
INCREASED38,32529,444+8,881+30%$2.9M$3.6M+$708.9K2026-10-30
Gryphon Financial Partners LLC
INCREASED38,26235,503+2,759+8%$3.5M$3.6M+$103.2K2026-11-04
Forteris Wealth Management Inc.
DECREASED38,25740,007-1,750-4%$4.0M$3.6M-$343.1K2026-10-13
Global Trust Wealth Management LLC
INCREASED37,65536,861+794+2%$3.6M$3.6M-$88.6K2026-10-14
Stonekeep Investments, LLC
INCREASED37,46237,418+44+0%$3.7K$3.5M+$3.5M2026-10-15
NTV Asset Management LLC
INCREASED37,36425,781+11,583+45%$2.6M$3.5M+$980.6K2026-10-23
Nvwm, LLC
INCREASED37,36031,596+5,764+18%$3.1M$3.5M+$404.6K2026-10-14
Soltis Investment Advisors LLC
INCREASED37,34831,288+6,060+19%$3.1M$3.5M+$434.0K2026-10-28
NYL Investors LLC
INCREASED37,02736,740+287+1%$3.6M$3.5M-$136.0K2026-11-03
Leuthold Group, LLC
DECREASED36,51842,755-6,237-15%$4.2M$3.5M-$779.5K2026-11-04
International Private Wealth Advisors LLC
INCREASED36,11218,144+17,968+99%$1.8M$3.4M+$1.6M2026-11-05
Integrity Advisory Solutions, LLC
INCREASED36,01033,042+2,968+9%$3.3M$3.4M+$133.9K2026-10-29
Prosperity Planning, Inc.
INCREASED35,95032,446+3,504+11%$3.2M$3.4M+$187.2K2026-10-09
KFA Private Wealth Group, LLC
DECREASED35,82338,468-2,645-7%$3.8M$3.4M-$420.9K2026-10-07
Vista Investment Partners II, LLC
DECREASED35,36635,717-351-1%$3.5M$3.3M-$191.8K2026-10-15
Burke & Herbert Bank & Trust Co
INCREASED35,16434,819+345+1%$3.4M$3.3M-$122.0K2026-11-02
Randall & Associates Wealth Management
DECREASED35,01940,042-5,023-13%$4.0M$3.3M-$652.7K2026-10-20
SC&H Financial Advisors, Inc.
INCREASED34,81331,344+3,469+11%$3.1M$3.3M+$188.8K2026-10-14
Central Trust Co
DECREASED34,77643,333-8,557-20%$4.3M$3.3M-$1.0M2026-11-05
Pacific Park Financial, Inc.
DECREASED34,58243,288-8,706-20%$4.3M$3.3M-$1.0M2026-10-13
Godfrey Financial Associates, Inc.
DECREASED34,29739,466-5,169-13%$3.9M$3.2M-$663.9K2026-11-10
Bigelow Investment Advisors, LLC
INCREASED34,23132,005+2,226+7%$3.2M$3.2M+$68.3K2026-10-13
Invera Wealth Advisors, LLC
INCREASED34,13632,432+1,704+5%$3.2M$3.2M+$17.1K2026-10-28
Stronghold Wealth Management L.L.C.
DECREASED34,07134,768-697-2%$3.4M$3.2M-$220.3K2026-10-16
Innovative Wealth Building LLC
DECREASED33,87335,347-1,474-4%$3.5M$3.2M-$296.0K2026-10-14
Leavell Investment Management, Inc.
INCREASED33,72331,457+2,266+7%$3.1M$3.2M+$74.6K2026-11-09
United Community Bank
INCREASED33,46432,844+620+2%$3.3M$3.2M-$87.2K2026-10-28
Conservest Capital Advisors, Inc.
DECREASED33,32054,423-21,103-39%$5.4M$3.2M-$2.2M2026-11-09
Dynamic Advisor Solutions LLC
DECREASED33,31240,373-7,061-17%$4.0M$3.1M-$846.8K2026-10-13
Michels Family Financial, LLC
INCREASED33,21331,422+1,791+6%$3.1M$3.1M+$29.8K2026-11-02
SYM Financial Corp
INCREASED33,07832,898+180+1%$3.3M$3.1M-$129.1K2026-10-26
American National Bank & Trust
INCREASED32,59332,166+427+1%$3.2M$3.1M-$102.2K2026-10-07
Tillman Hartley LLC
DECREASED32,38864,579-32,191-50%$6.4M$3.1M-$3.3M2026-11-06
Valpey Financial Services, LLC
INCREASED32,30431,954+350+1%$3.2M$3.1M-$108.8K2026-10-30
CGN Advisors LLC
INCREASED32,25130,924+1,327+4%$3.1M$3.0M-$11.9K2026-10-21
Wise Wealth Partners
DECREASED32,21341,211-8,998-22%$4.1M$3.0M-$1.0M2026-10-14
GLR Partners, LLC
DECREASED31,99333,854-1,861-5%$3.4M$3.0M-$326.3K2026-11-04
Legacy Edge Advisors, LLC
INCREASED31,63322,260+9,373+42%$2.2M$3.0M+$787.3K2026-11-06
Private Trust Co NA
INCREASED31,61530,879+736+2%$3.1M$3.0M-$67.5K2026-10-20
First Interstate Bank
INCREASED31,52831,467+61+0%$3.1M$3.0M-$133.9K2026-10-23
Miramontes Capital, LLC
INCREASED31,30931,087+222+1%$3.1M$3.0M-$117.0K2026-10-19
Aries Wealth Management
DECREASED31,04731,049-20%$3.1M$2.9M-$138.0K2026-10-23
Western Wealth Management, LLC
DECREASED31,01340,981-9,968-24%$4.1M$2.9M-$1.1M2026-11-09
Cooksen Wealth, LLC
INCREASED30,89729,372+1,525+5%$2.9M$2.9M+$15.3K2026-10-13
Clearview Wealth Management LLC
INCREASED30,33930,071+268+1%$3.0M$2.9M-$103.0K2026-10-16
Exchange Bank
DECREASED29,74337,018-7,275-20%$3.7M$2.8M-$852.1K2026-10-07
Sendero Wealth Management, LLC
NEW29,714—+29,714——$2.8M—2026-10-14
Compass Financial Group, Inc.
INCREASED29,55328,826+727+3%$2.9M$2.8M-$59.3K2026-11-06
KG Capital Management
DECREASED29,45530,758-1,303-4%$3.0M$2.8M-$259.8K2026-10-15
Hickory Point Bank & Trust
DECREASED29,18529,720-535-2%$2.9M$2.8M-$182.5K2026-10-01
Salem Investment Counselors Inc
DECREASED29,13437,340-8,206-22%$3.7M$2.8M-$941.6K2026-10-13
Stockman Wealth Management, Inc.
INCREASED29,10128,356+745+3%$2.8M$2.8M-$55.5K2026-10-27
Total Investment Management Inc
INCREASED29,08025,552+3,528+14%$2.5M$2.7M+$261.2K2026-10-22
Occidental Asset Management, LLC
INCREASED29,03426,358+2,676+10%$2.6M$2.7M+$136.0K2026-11-05
Maia Wealth LLC
DECREASED28,98529,511-526-2%$2.9M$2.7M-$180.8K2026-10-19
Hoxton Planning & Management, LLC
DECREASED28,96028,995-350%$2.9M$2.7M-$132.1K2026-10-15
Fairway Wealth LLC
INCREASED28,91128,081+830+3%$2.8M$2.7M-$46.2K2026-10-30
Arista Wealth Management, LLC
DECREASED28,74330,307-1,564-5%$3.0M$2.7M-$282.4K2026-10-29
New England Private Wealth Advisors LLC
INCREASED28,65428,458+196+1%$2.8M$2.7M-$64.6K2026-10-19
Davenport & Co LLC
DECREASED28,48746,263-17,776-38%$4.6M$2.7M-$1.9M2026-10-14
Eclectic Associates Inc
INCREASED28,29627,470+826+3%$2.7M$2.7M-$43.9K2026-10-09
Wingate Wealth Advisors, Inc.
DECREASED28,08728,909-822-3%$2.9M$2.7M-$206.1K2026-10-26
Retirement Wealth Solutions LLC
INCREASED28,03526,624+1,411+5%$2.6M$2.7M+$15.2K2026-10-07
DecisionMap Wealth Management, LLC
INCREASED27,92127,485+436+2%$2.7M$2.6M-$80.8K2026-10-29
Aletheian Wealth Advisors LLC
INCREASED27,69427,449+245+1%$2.7M$2.6M-$98.7K2026-10-08
Thoroughbred Financial Services, LLC
NEW27,658—+27,658——$276—2026-11-09
BLB&B Advisors, LLC
DECREASED27,19932,829-5,630-17%$3.2M$2.6M-$678.0K2026-10-27
Mcdonald Partners LLC
DECREASED27,13227,872-740-3%$2.8M$2.6M-$193.7K2026-11-03
NorthCrest Asset Manangement, LLC
DECREASED26,975111,364-84,389-76%$10.9M$2.6M-$8.4M2026-10-13
Christensen, King & Associates Investment Services, Inc.
INCREASED26,95824,905+2,053+8%$2.5M$2.5M+$83.5K2026-10-22
Turn8 Private Wealth Inc.
INCREASED26,91224,017+2,895+12%$2.4M$2.5M+$167.1K2026-11-05
XML Financial, LLC
INCREASED26,91226,444+468+2%$2.6M$2.5M-$73.1K2026-10-29
Keenan, LLC
INCREASED26,82126,158+663+3%$2.6M$2.5M-$53.4K2026-10-23
TD Waterhouse Canada Inc.
DECREASED26,81041,927-15,117-36%$4.1M$2.5M-$1.6M2026-10-16
AMG National Trust Bank
DECREASED26,67927,558-879-3%$2.7M$2.5M-$205.5K2026-11-05
Moneywise, Inc.
INCREASED26,56619,525+7,041+36%$1.9M$2.5M+$579.0K2026-10-30
Armstrong Advisory Group, Inc
INCREASED26,43922,249+4,190+19%$2.2M$2.5M+$297.3K2026-10-09
Verus Wealth Management, LLC
INCREASED26,4198,417+18,002+214%$833.1K$2.5M+$1.7M2026-10-13
Family Wealth Partners, LLC
INCREASED26,26525,993+272+1%$2.6M$2.5M-$89.7K2026-10-20
BlueSky Wealth Advisors, LLC
DECREASED26,17028,532-2,362-8%$2.8M$2.5M-$350.0K2026-10-29
Topor & Co. Korea
UNCHANGED26,13526,13500%$2.6M$2.5M-$116.0K2026-10-22
American State Bank (Iowa)
DECREASED26,07027,621-1,551-6%$2.7M$2.5M-$269.3K2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED26,02828,091-2,063-7%$2.8M$2.5M-$319.8K2026-10-19
DT Investment Partners, LLC
INCREASED25,98425,416+568+2%$2.5M$2.5M-$59.1K2026-10-27
Rossby Financial, LCC
INCREASED25,90122,482+3,419+15%$2.2M$2.4M+$223.4K2026-11-05
Mechanics Bank Trust Department
DECREASED25,83728,844-3,007-10%$2.9M$2.4M-$412.4K2026-10-13
Madrona Financial Services, LLC
DECREASED25,62628,764-3,138-11%$2.8M$2.4M-$424.4K2026-10-23
Howland Capital Management LLC
DECREASED25,49625,832-336-1%$2.6M$2.4M-$146.5K2026-10-22
Clear Harbor Asset Management, LLC
DECREASED25,44126,429-988-4%$2.6M$2.4M-$210.8K2026-11-05
Strategic Blueprint, LLC
INCREASED25,23022,080+3,150+14%$2.2M$2.4M+$199.8K2026-10-22
Heritage Wealth Management, Inc.
INCREASED25,20724,779+428+2%$2.5M$2.4M-$69.6K2026-10-28
Beam Wealth Advisors, Inc.
DECREASED25,00931,454-6,445-20%$3.1M$2.4M-$749.0K2026-11-03
Partners Wealth Management, LLC
NEW24,774—+24,774——$2.3M—2026-10-28
Patten Group, Inc.
DECREASED24,68929,565-4,876-16%$2.9M$2.3M-$592.2K2026-10-26
Financial Freedom, LLC
DECREASED24,58524,670-850%$2.4M$2.3M-$117.5K2026-11-06
Austin Wealth Management, LLC
DECREASED24,57325,025-452-2%$2.5M$2.3M-$132.1K2026-11-06
CFG Wealth Management Services, Inc.
DECREASED24,46224,838-376-2%$2.5M$2.3M-$156.0K2026-10-21
Edgemoor Investment Advisors, Inc.
INCREASED24,33622,941+1,395+6%$2.3M$2.3M+$30.0K2026-11-03
Trilogy Capital Inc.
INCREASED24,27023,395+875+4%$2.3M$2.3M-$21.1K2026-10-20
Register Financial Advisors LLC
INCREASED24,22123,741+480+2%$2.3M$2.3M-$60.1K2026-10-23
Wealth Alliance Advisory Group, LLC
UNCHANGED24,08524,08500%$2.4M$2.3M-$106.9K2026-10-14
Apollon Financial, LLC
INCREASED23,84922,512+1,337+6%$2.2M$2.3M+$26.4K2026-10-23
Traveka Wealth, LLC
INCREASED23,67318,064+5,609+31%$1.8M$2.2M+$450.1K2026-10-19
Zenith Solutions, Inc.
INCREASED23,65623,644+12+0%$2.3M$2.2M-$103.9K2026-10-19
Strathmore Capital Advisors, Inc.
INCREASED23,63220,260+3,372+17%$2.0M$2.3M+$301.5K2026-11-09
Aviance Capital Partners, LLC
DECREASED23,60227,357-3,755-14%$2.7M$2.2M-$476.5K2026-10-29
Venture Visionary Partners LLC
INCREASED23,59721,810+1,787+8%$2.2M$2.2M+$72.1K2026-10-07
Keeler Thomas Management LLC
INCREASED23,57223,017+555+2%$2.3M$2.2M-$49.7K2026-10-29
WBH Advisory Inc
DECREASED23,57153,188-29,617-56%$5.3M$2.2M-$3.0M2026-11-05
L.K. Benson & Company, P.C.
INCREASED23,53823,021+517+2%$2.3M$2.2M-$53.3K2026-10-23
International Assets Investment Management, LLC
DECREASED23,53726,006-2,469-9%$2.6M$2.2M-$339.3K2026-11-02
Auour Investments LLC
INCREASED23,46523,146+319+1%$2.3M$2.2M-$72.6K2026-10-28
RW Investment Management LLC
INCREASED23,4396,311+17,128+271%$624.7K$2.2M+$1.6M2026-11-03
Grey Ledge Advisors, LLC
DECREASED23,41524,043-628-3%$2.4M$2.2M-$166.2K2026-11-02
LongView Wealth Management
DECREASED23,24825,831-2,583-10%$2.6M$2.2M-$358.9K2026-10-19
Accredited Investors Inc.
DECREASED22,95732,106-9,149-28%$3.2M$2.2M-$1.0M2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED22,90723,807-900-4%$2.4M$2.2M-$190.8K2026-10-29
Saxon Interests, Inc.
DECREASED22,74930,999-8,250-27%$3.1M$2.2M-$917.6K2026-10-26
Pinnacle Bancorp, Inc.
INCREASED22,67916,576+6,103+37%$1.6M$2.1M+$503.4K2026-10-21
Balboa Wealth Partners
DECREASED22,63527,371-4,736-17%$2.7M$2.1M-$569.2K2026-10-20
Waldron Private Wealth LLC
INCREASED22,58922,343+246+1%$2.2M$2.1M-$76.0K2026-11-02
Lionsbridge Wealth Management LLC
DECREASED22,49124,043-1,552-6%$2.4M$2.1M-$253.5K2026-10-26
Retirement Planning Group, LLC
INCREASED22,46421,121+1,343+6%$2.1M$2.1M+$33.2K2026-10-19
West Michigan Advisors, LLC
INCREASED22,41721,808+609+3%$2.2M$2.1M-$39.3K2026-11-09
PUREfi Wealth, LLC
INCREASED22,31920,891+1,428+7%$2.1M$2.1M+$42.3K2026-10-19
FSA Investment Group, LLC
INCREASED22,08418,018+4,066+23%$1.8M$2.1M+$304.4K2026-10-07
First Financial Bankshares Inc
UNCHANGED22,06522,06500%$2.2M$2.1M-$98.0K2026-11-10
McNaughton Wealth Management, LLC
DECREASED22,02523,965-1,940-8%$2.4M$2.1M-$289.8K2026-10-09
Ignite Planners, LLC
INCREASED21,80521,225+580+3%$2.1M$2.0M-$60.2K2026-10-14
Nations Financial Group Inc,
INCREASED21,69921,291+408+2%$2.1M$2.1M-$55.9K2026-11-05
Level Wealth Management LLC
NEW21,690—+21,690——$2.1M—2026-10-23
Jeter Robert S II
NEW21,680—+21,680——$2.1M—2026-10-16
C2c Wealth Management, LLC
DECREASED21,55722,791-1,234-5%$2.3M$2.0M-$217.9K2026-10-20
Analyst IMS Investment Management Services Ltd.
DECREASED21,47222,381-909-4%$2.2M$2.0M-$185.0K2026-11-05
Shuttleworth & Co
INCREASED21,26820,266+1,002+5%$2.0M$2.0M+$4.7K2026-10-30
Navigation Wealth Management, Inc.
INCREASED21,26620,847+419+2%$2.1M$2.0M-$50.4K2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED21,25321,570-317-1%$2.1M$2.0M-$125.7K2026-10-15
Pathway Financial Advisors LLC
INCREASED21,24015,806+5,434+34%$1.6M$2.0M+$449.4K2026-10-07
Greenup Street Wealth Management LLC
INCREASED20,92318,511+2,412+13%$1.8M$2.0M+$145.9K2026-10-28
Kohmann Bosshard Financial Services, LLC
INCREASED20,86515,289+5,576+36%$1.5M$2.0M+$459.3K2026-11-04
Worth Asset Management, LLC
INCREASED20,85616,346+4,510+28%$1.6M$2.0M+$353.8K2026-10-07
Blueprint Investment Partners LLC
INCREASED20,81119,270+1,541+8%$1.9M$2.0M+$60.1K2026-10-28
Security Financial Services, Inc.
INCREASED20,69018,713+1,977+11%$1.9M$2.0M+$103.8K2026-10-29
Walkner Condon Financial Advisors LLC
NEW20,688—+20,688——$2.0M—2026-11-02
Lazari Capital Management, Inc.
INCREASED20,62119,158+1,463+8%$1.9M$1.9M+$53.3K2026-10-20
Pinnacle Associates LTD
INCREASED20,56620,245+321+2%$2.0M$1.9M-$59.6K2026-10-20
Narus Financial Partners, LLC
DECREASED20,52920,716-187-1%$2.1M$1.9M-$109.7K2026-10-19
Blueprint Financial Advisors LLC
INCREASED20,21518,446+1,769+10%$1.8M$1.9M+$85.3K2026-10-28
Tenet Wealth Partners, LLC
INCREASED20,19219,661+531+3%$1.9M$1.9M-$11.7K2026-10-19
United Asset Strategies, Inc.
DECREASED19,89821,514-1,616-8%$2.1M$1.9M-$248.3K2026-10-28
WestHill Financial Advisors, Inc.
INCREASED19,83117,524+2,307+13%$1.7M$1.9M+$140.3K2026-10-14
Signal Advisors Wealth, LLC
INCREASED19,77819,164+614+3%$1.9M$1.9M-$27.0K2026-10-13
Nixon Peabody Trust Co
NEW19,766—+19,766——$1.9M—2026-10-23
Stirlingshire Investments, Inc.
INCREASED19,68616,308+3,378+21%$1.6M$1.9M+$246.9K2026-11-05
Souders Financial Advisors
DECREASED19,66520,878-1,213-6%$2.1M$1.9M-$207.3K2026-11-03
GatePass Capital, LLC
INCREASED19,50917,338+2,171+13%$1.7M$1.8M+$128.3K2026-11-09
Chris Bulman Inc
DECREASED19,50919,594-850%$1.9M$1.8M-$95.0K2026-10-20
Watchman Group, Inc.
NEW19,354—+19,354——$1.8M—2026-10-16
Ironwood Investment Counsel, LLC
INCREASED19,20118,785+416+2%$1.9M$1.8M-$44.0K2026-11-10
First National Trust Co
DECREASED18,93122,187-3,256-15%$2.2M$1.8M-$406.3K2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED18,91818,729+189+1%$1.9M$1.8M-$65.3K2026-11-02
RBA Wealth Management, LLC
INCREASED18,84717,825+1,022+6%$1.8M$1.8M+$17.5K2026-10-28
Clear Creek Financial Management, LLC
DECREASED18,77519,326-551-3%$1.9M$1.8M-$137.8K2026-10-28
Diligent Investors, LLC
DECREASED18,41720,515-2,098-10%$2.0M$1.7M-$289.5K2026-10-21
Pacific Capital Wealth Advisors, Inc.
DECREASED18,36621,399-3,033-14%$2.1M$1.7M-$381.7K2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED18,34918,638-289-2%$1.8M$1.7M-$110.1K2026-10-28
Tenret Co LLC
NEW18,278—+18,278——$1.7M—2026-11-02
Independent Wealth Network Inc.
INCREASED18,17017,661+509+3%$1.7M$1.7M-$30.3K2026-10-19
Bellwether Advisors, LLC
INCREASED18,16718,034+133+1%$1.8M$1.7M-$67.5K2026-11-09
Daymark Wealth Partners, LLC
DECREASED18,15418,516-362-2%$1.8M$1.7M-$116.4K2026-11-04
Investure, LLC
INCREASED18,04016,975+1,065+6%$1.7M$1.7M+$25.3K2026-11-09
Core Wealth Management, Inc.
DECREASED17,78124,077-6,296-26%$2.4M$1.7M-$702.1K2026-10-22
Steinberganna Wealth Management
DECREASED17,59517,870-275-2%$1.8M$1.7M-$105.3K2026-10-23
Wall Street Financial Group, Inc.
DECREASED17,47021,472-4,002-19%$2.1M$1.7M-$473.7K2026-11-09
Net Worth Advisory Group
DECREASED17,44117,666-225-1%$1.7M$1.6M-$101.8K2026-10-20
Cane Capital Partners, LLC
INCREASED17,41613,483+3,933+29%$1.3M$1.6M+$312.0K2026-10-23
Fort Washington Investment Advisors Inc
INCREASED17,39312,939+4,454+34%$1.3M$1.6M+$363.6K2026-10-15
Heritage Trust Co
INCREASED17,35311,829+5,524+47%$1.2M$1.6M+$469.7K2026-11-09
Iowa State Bank
DECREASED17,30417,358-540%$1.7M$1.6M-$82.2K2026-10-06
Vawter Financial, Ltd.
DECREASED17,16617,818-652-4%$1.8M$1.6M-$140.8K2026-11-10
ARK & TLK Investments, LLC
INCREASED17,08814,178+2,910+21%$1.4M$1.6M+$212.2K2026-10-20
Vannoy Advisory Group, Inc.
DECREASED17,00817,382-374-2%$1.7M$1.6M-$112.5K2026-10-13
Cpwa, LLC
INCREASED16,90016,329+571+4%$1.6M$1.6M-$16.5K2026-11-04
R2 Capital Strategies, LLC
DECREASED16,61618,664-2,048-11%$1.8M$1.6M-$276.5K2026-10-15
Shepherd Street Advisors LLC
INCREASED16,60615,067+1,539+10%$1.5M$1.6M+$92.1K2026-10-21
TritonPoint Partners, LLC
DECREASED16,55133,174-16,623-50%$3.3M$1.6M-$1.7M2026-11-05
Bessemer Group Inc
DECREASED16,54030,635-14,095-46%$3.0M$1.6M-$1.5M2026-11-09
Alpha Financial Advisors, LLC
INCREASED16,52713,086+3,441+26%$1.3M$1.6M+$267.2K2026-11-09
Members Wealth LLC
INCREASED16,3655,598+10,767+192%$554.1K$1.5M+$989.4K2026-10-20
M Holdings Securities, Inc.
NEW16,328—+16,328——$1.6K—2026-11-03
October Effect Ltd
INCREASED16,32116,244+77+0%$1.6M$1.5M-$64.8K2026-10-20
Emerald Investment Advisers, LLC
INCREASED16,29916,154+145+1%$1.6M$1.5M-$58.0K2026-11-09
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED16,14718,013-1,866-10%$1.8M$1.5M-$256.4K2026-10-13
Ballast, Inc.
DECREASED16,14422,776-6,632-29%$2.3M$1.5M-$728.1K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED16,1072,605+13,502+518%$257.9K$1.5M+$1.3M2026-11-04
TrustWell Financial Advisors, LLC
INCREASED16,08315,130+953+6%$1.5M$1.5M+$23.0K2026-10-15
Cyndeo Wealth Partners, LLC
DECREASED16,08125,600-9,519-37%$2.5M$1.5M-$1.0M2026-10-16
Hibernia Wealth Partners, LLC
INCREASED15,89714,824+1,073+7%$1.5M$1.5M+$35.6K2026-10-29
Carrera Capital Advisors
DECREASED15,88816,526-638-4%$1.6M$1.5M-$133.6K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
NEW15,667—+15,667——$1.5M—2026-10-28
Orgel Wealth Management, LLC
INCREASED15,56814,675+893+6%$1.5M$1.5M+$19.3K2026-10-14
Culbertson A N & Co Inc
DECREASED15,45515,642-187-1%$1.5M$1.5M-$87.1K2026-10-21
CIBC Asset Management Inc
INCREASED15,26813,130+2,138+16%$1.3M$1.4M+$143.8K2026-11-05
Endeavor Private Wealth, Inc.
DECREASED15,23520,166-4,931-24%$2.0M$1.4M-$555.7K2026-11-05
Abacus Planning Group, Inc.
NEW15,126—+15,126——$1.4M—2026-11-02
Inscription Capital, LLC
DECREASED15,04215,611-569-4%$1.5M$1.4M-$123.2K2026-11-02
Glass Jacobson Investment Advisors llc
INCREASED14,8754,871+10,004+205%$482.1K$1.4M+$924.1K2026-10-26
Falcon Wealth Planning
INCREASED14,80311,486+3,317+29%$1.1M$1.4M+$262.6K2026-11-06
Sepio Capital, LP
INCREASED14,79614,785+11+0%$1.5M$1.4M-$64.6K2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED14,78215,672-890-6%$1.6M$1.4M-$153.7K2026-10-05
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED14,68113,549+1,132+8%$1.3M$1.4M+$46.9K2026-11-03
Sage Financial Group Inc
INCREASED14,58612,484+2,102+17%$1.2M$1.4M+$143.2K2026-10-27
Avondale Wealth Management
INCREASED14,58111,574+3,007+26%$1.1M$1.4M+$232.8K2026-10-15
Global View Capital Management LLC
DECREASED14,47217,924-3,452-19%$1.8M$1.4M-$405.9K2026-10-28
Third View Private Wealth, LLC
INCREASED14,4219,883+4,538+46%$978.2K$1.4M+$385.2K2026-10-30
Fonville Wealth Management LLC
DECREASED14,29415,482-1,188-8%$1.5M$1.4M-$181.1K2026-10-28
Anchyra Partners LLC
UNCHANGED14,24314,24300%$1.4M$1.3M-$63.2K2026-10-13
Summit Wealth Group LLC / Co
DECREASED14,01915,420-1,401-9%$1.5M$1.3M-$200.9K2026-10-29
Americana Partners, LLC
INCREASED13,98013,727+253+2%$1.4M$1.3M-$37.1K2026-10-28
Cdkv Holdings LLC
INCREASED13,95010,745+3,205+30%$1.1M$1.3M+$255.3K2026-10-28
Horizons Wealth Management
NEW13,888—+13,888——$1.3M—2026-10-05
Bernardo Wealth Planning LLC
INCREASED13,8867,521+6,365+85%$744.4K$1.3M+$568.3K2026-10-23
Private Wealth Group, LLC
UNCHANGED13,88613,88600%$1.4M$1.3M-$61.7K2026-10-19
Orrstown Financial Services Inc
UNCHANGED13,87513,87500%$1.4M$1.3M-$61.6K2026-10-14
Miller Financial Services LLC
DECREASED13,85914,525-666-5%$1.4M$1.3M-$127.5K2026-10-20
Jnba Financial Advisors
INCREASED13,8296,373+7,456+117%$630.8K$1.3M+$676.6K2026-11-03
Adirondack Trust Co
DECREASED13,80645,497-31,691-70%$4.5M$1.3M-$3.2M2026-10-14
Ledyard National Bank
INCREASED13,7947,878+5,916+75%$779.8K$1.3M+$524.3K2026-10-21
Forza Wealth Management, LLC
UNCHANGED13,68213,68200%$1.4M$1.3M-$60.7K2026-10-20
Archer Investment Management, LLC
DECREASED13,63318,745-5,112-27%$1.9M$1.3M-$566.5K2026-10-13
Lavelle Capital LP
UNCHANGED13,48713,48700%$1.3M$1.3M-$59.9K2026-11-03
Fiduciary Financial Group, LLC
DECREASED13,40413,777-373-3%$1.4M$1.3M-$96.4K2026-10-13
MFA Wealth Services
INCREASED13,35312,790+563+4%$1.3M$1.3M-$3.5K2026-10-14
Financial Architects, LLC
NEW13,330—+13,330——$1.3M—2026-10-13
BIP Wealth, LLC
DECREASED13,32013,924-604-4%$1.4M$1.3M-$118.9K2026-10-22
Clarity Retirement & Wealth, LLC
INCREASED13,31312,172+1,141+9%$1.2M$1.3M+$53.8K2026-11-04
Mainsail Financial Group, LLC
DECREASED13,26117,698-4,437-25%$1.8M$1.3M-$498.0K2026-10-23
Meridian Wealth Management, LLC
DECREASED13,20817,322-4,114-24%$1.7M$1.2M-$465.3K2026-11-05
Evergreen Capital Management LLC
DECREASED13,11516,817-3,702-22%$1.7M$1.2M-$424.6K2026-10-23
City Center Advisors, LLC
INCREASED13,04811,374+1,674+15%$1.1M$1.2M+$107.8K2026-10-08
Winthrop Capital Management, LLC
DECREASED13,00713,042-350%$1.3M$1.2M-$61.3K2026-11-05
HighPoint Advisor Group LLC
DECREASED12,90316,027-3,124-19%$1.6M$1.2M-$366.4K2026-11-09
Ariadne Wealth Management, LP
INCREASED12,88412,883+1+0%$1.3M$1.2M-$57.2K2026-11-06
Titleist Asset Management, LLC
INCREASED12,82612,737+89+1%$1.3M$1.2M-$48.1K2026-10-08
Childress Capital Advisors, LLC
INCREASED12,74610,646+2,100+20%$1.1M$1.2M+$151.3K2026-10-28
MV Capital Management, Inc.
DECREASED12,64118,759-6,118-33%$1.9M$1.2M-$661.7K2026-10-29
Peak Wealth Management LLC
INCREASED12,5994,331+8,268+191%$428.7K$1.2M+$771.6K2026-10-26
Focus Wealth Advisors, LLC
UNCHANGED12,59512,59500%$1.2M$1.2M-$55.9K2026-10-14
Tennessee Valley Asset Management Partners
DECREASED12,57813,459-881-7%$1.3M$1.2M-$143.1K2026-11-03
Essex Bank
INCREASED12,5772,386+10,191+427%$236.2K$1.2M+$952.9K2026-10-16
BridgePort Financial Solutions, LLC
DECREASED12,56612,848-282-2%$1.3M$1.2M-$83.7K2026-11-02
Objective Capital Management, LLC
DECREASED12,45216,947-4,495-27%$1.7M$1.2M-$500.2K2026-10-13
Root Financial Partners, LLC
INCREASED12,4234,796+7,627+159%$474.7K$1.2M+$699.7K2026-10-21
Union Savings Bank
UNCHANGED12,41912,41900%$1.2M$1.2M-$55.1K2026-10-14
Jacobi Capital Management LLC
INCREASED12,3997,327+5,072+69%$725.2K$1.2M+$447.0K2026-11-05
Latitude Advisors, LLC
INCREASED12,38610,184+2,202+22%$1.0M$1.2M+$163.0K2026-10-27
Realta Investment Advisors
INCREASED12,30011,995+305+3%$1.2M$1.2M-$24.5K2026-10-14
Boyd Wealth Management, LLC
INCREASED12,28310,189+2,094+21%$1.0M$1.2M+$152.8K2026-10-20
Prospect Financial Group LLC
NEW12,217—+12,217——$1.2M—2026-11-05
LifeGoal Investments, LLC
DECREASED12,14412,654-510-4%$1.3M$1.1M-$104.3K2026-10-09
Heritage Family Offices, LLP
DECREASED12,08128,089-16,008-57%$2.8M$1.1M-$1.6M2026-11-02
Fairvoy Private Wealth, LLC
INCREASED11,99310,647+1,346+13%$1.1M$1.1M+$80.0K2026-10-19
Bison Wealth, LLC
INCREASED11,96611,860+106+1%$1.2M$1.1M-$37.4K2026-10-13
Fjell Capital, LLC
NEW11,930—+11,930——$1.1M—2026-10-13
Tidemark, LLC
INCREASED11,9077,507+4,400+59%$743.0K$1.1M+$382.6K2026-11-09
Value Investment Professionals, LLC
INCREASED11,89911,658+241+2%$1.2M$1.1M-$29.0K2026-10-13
Creative Financial Designs Inc
INCREASED11,8693,249+8,620+265%$321.5K$1.1M+$800.5K2026-11-04
Argyle Capital Partners, LLC
INCREASED11,8627,712+4,150+54%$763.3K$1.1M+$358.1K2026-10-23
Bluedoor Private Wealth, LLC
UNCHANGED11,83911,83900%$1.2M$1.1M-$52.6K2026-11-05
Sheets Smith Wealth Management
DECREASED11,78612,401-615-5%$1.2M$1.1M-$113.2K2026-10-16
CoreCap Advisors, LLC
DECREASED11,77111,801-300%$1.2M$1.1M-$55.3K2026-10-08
VestGen Advisors, LLC
DECREASED11,73421,892-10,158-46%$2.2M$1.1M-$1.1M2026-10-27
Fermata Advisors, LLC
INCREASED11,6619,989+1,672+17%$988.7K$1.1M+$113.7K2026-10-13
Wedbush Securities Inc
INCREASED11,5969,928+1,668+17%$983.0K$1.1M+$113.0K2026-10-22
Eagle Wealth Strategies LLC
NEW11,490—+11,490——$1.1M—2026-10-20
Kampmann Melissa S.
INCREASED11,44311,053+390+4%$1.1M$1.1M-$12.2K2026-10-28
King Wealth Management Group
DECREASED11,43311,843-410-3%$1.2M$1.1M-$91.0K2026-11-09
TSG Advice Partners, LLC
NEW11,399—+11,399——$1.1M—2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
DECREASED11,38911,514-125-1%$1.1M$1.1M-$63.0K2026-10-23
Brookmont Capital Management
INCREASED11,34310,278+1,065+10%$1.0M$1.1M+$55.1K2026-10-23
Triumph Capital Management
INCREASED11,2887,948+3,340+42%$786.7K$1.1M+$280.5K2026-10-14
TCV Trust & Wealth Management, Inc.
DECREASED11,27912,025-746-6%$1.2M$1.1M-$123.9K2026-10-16
Lee Financial Co
INCREASED11,19711,093+104+1%$1.1M$1.1M-$39.4K2026-10-16
Wall Capital Group, Inc.
DECREASED11,18312,927-1,744-13%$1.3M$1.1M-$222.3K2026-10-14
Brooklyn FI, LLC
INCREASED11,1792,451+8,728+356%$239.2K$1.1M+$838.3K2026-11-05
Sage Mountain Advisors LLC
DECREASED11,16712,326-1,159-9%$1.2M$1.1M-$164.3K2026-11-02
Peterson Wealth Services
INCREASED11,07210,247+825+8%$1.0M$1.0M+$32.5K2026-10-26
Milestone Asset Management, LLC
DECREASED10,95911,262-303-3%$1.1M$1.0M-$78.7K2026-10-15
Successful Portfolios LLC
INCREASED10,91910,188+731+7%$999.4K$1.0M+$28.4K2026-10-09
Rede Wealth, LLC
INCREASED10,91710,584+333+3%$1.0M$1.0M-$15.5K2026-10-22
Premier Path Wealth Partners, LLC
DECREASED10,86684,914-74,048-87%$8.4M$1.0M-$7.4M2026-10-16
Bond & Devick Financial Network, Inc.
INCREASED10,7987,717+3,081+40%$763.8K$1.0M+$257.0K2026-10-23
ALM First Financial Advisors, LLC
INCREASED10,7869,767+1,019+10%$966.7K$1.0M+$53.0K2026-10-13
Balefire, LLC
DECREASED10,76211,523-761-7%$1.1M$1.0M-$123.1K2026-10-09
UMB Bank, n.a.
DECREASED10,75715,591-4,834-31%$1.5M$1.0M-$526.2K2026-11-06
Genesee Capital Advisors, LLC
INCREASED10,74110,536+205+2%$1.0M$1.0M-$27.4K2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED10,71210,622+90+1%$1.1M$1.0M-$10.6K2026-11-02
Sugar Maple Asset Management, LLC
DECREASED10,71015,540-4,830-31%$1.5M$1.0M-$525.6K2026-10-13
Basso Capital Management, L.P.
DECREASED10,67519,182-8,507-44%$1.9M$1.0M-$889.4K2026-10-30
Beacon Financial Advisory LLC
DECREASED10,65417,632-6,978-40%$1.7M$1.0M-$738.0K2026-10-16
Cedar Point Capital Partners, LLC
INCREASED10,60410,125+479+5%$1.0M$1.0M+$3302026-10-29
Mission Wealth Management, LP
DECREASED10,55112,526-1,975-16%$1.2M$997.5K-$242.3K2026-10-15
Core Wealth Partners LLC
DECREASED10,52715,948-5,421-34%$1.6M$995.3K-$583.3K2026-11-02
Compass Financial Group, Inc. (Ohio)
DECREASED10,52211,899-1,377-12%$1.2M$994.8K-$183.0K2026-10-19
rebel Financial LLC
DECREASED10,502141,081-130,579-93%$14.0M$992.9K-$13.0M2026-11-04
Summit Financial Consulting LLC
DECREASED10,45710,989-532-5%$1.1M$988.6K-$99.1K2026-10-15
NorthLanding Financial Partners, LLC
DECREASED10,42414,155-3,731-26%$1.4M$985.5K-$415.5K2026-10-15
Advus Financial Partners, LLC
DECREASED10,41910,797-378-3%$1.1M$985.1K-$83.6K2026-10-20
Cidel Asset Management Inc
UNCHANGED10,30110,30100%$1.0M$973.9K-$45.7K2026-10-29
Steel Grove Capital Advisors, LLC
DECREASED10,01710,050-330%$994.7K$947.0K-$47.7K2026-10-13
TME Financial, Inc.
DECREASED10,01510,653-638-6%$1.1M$946.8K-$107.6K2026-10-14
Tsfg, LLC
DECREASED9,99910,668-669-6%$1.1M$945.0K-$111.0K2026-10-23
Aprio Wealth Management, LLC
DECREASED9,93118,356-8,425-46%$1.8M$938.9K-$878.1K2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED9,85010,842-992-9%$1.1M$931.2K-$141.9K2026-10-22
Oak Wealth Advisors LLC
INCREASED9,8459,825+20+0%$972.5K$930.8K-$41.7K2026-11-09
Avion Wealth
DECREASED9,83210,010-178-2%$990.0K$929.0K-$61.0K2026-11-04
Smith Thornton Advisors LLC
DECREASED9,8209,822-20%$959.7K$928.4K-$31.3K2026-10-16
Altfest L J & Co Inc
DECREASED9,75413,387-3,633-27%$1.3M$922.1K-$402.9K2026-10-27
Princeton Global Asset Management LLC
INCREASED9,6999,373+326+3%$927.7K$916.9K-$10.8K2026-10-21
HRC Wealth Management, LLC
INCREASED9,6829,552+130+1%$945.5K$915.3K-$30.2K2026-10-16
Ellis Investment Partners, LLC
DECREASED9,5989,707-109-1%$960.8K$907.5K-$53.4K2026-10-21
Hennion & Walsh Asset Management, Inc.
INCREASED9,5644,946+4,618+93%$489.6K$904.2K+$414.6K2026-10-13
Carnegie Investment Counsel
DECREASED9,4169,624-208-2%$952.6K$890.2K-$62.4K2026-10-20
Kitching Partners, LLC
INCREASED9,3877,741+1,646+21%$766.2K$887.4K+$121.2K2026-11-02
Hoge Financial Services, LLC
INCREASED9,3509,255+95+1%$916.0K$884.0K-$32.1K2026-11-05
Integrity Wealth Partners, LLC
NEW9,343—+9,343——$883.3K—2026-10-14
MMA Asset Management LLC
INCREASED9,3158,892+423+5%$880.1K$880.6K+$5012026-11-02
Orin Green Financial, LLC
INCREASED9,2739,013+260+3%$892.1K$876.7K-$15.4K2026-10-19
Optivise Advisory Services LLC
INCREASED9,2609,059+201+2%$896.6K$875.4K-$21.2K2026-10-19
AGF Management LTD
UNCHANGED9,2009,20000%$910.6K$869.8K-$40.8K2026-11-03
Nordwand Advisors, LLC
DECREASED9,1269,476-350-4%$937.9K$862.8K-$75.2K2026-11-05
Eagle Strategies LLC
DECREASED9,116150,069-140,953-94%$14.9M$861.8K-$14.0M2026-10-16
Postrock Partners LLC
INCREASED9,0346,784+2,250+33%$671.5K$854.1K+$182.6K2026-11-02
Prairiewood Capital, LLC
INCREASED9,0328,720+312+4%$863.1K$853.9K-$9.2K2026-10-16
Invariant Investment Management
DECREASED8,95911,601-2,642-23%$1.1M$844.4K-$300.1K2026-10-08
Melfa Wealth Management, Inc.
INCREASED8,8678,711+156+2%$862.2K$869.0K+$6.7K2026-11-06
Well Done, LLC
NEW8,843—+8,843——$836.0K—2026-10-20
William Howard & Co Financial Advisors Inc
DECREASED8,8209,340-520-6%$924.5K$833.8K-$90.6K2026-11-04
Cottage Street Advisors LLC
INCREASED8,7985,468+3,330+61%$541.2K$831.8K+$290.6K2026-10-19
Legacy Capital Group California, Inc.
INCREASED8,7828,694+88+1%$860.5K$830.2K-$30.3K2026-11-09
Blue Fin Capital, Inc.
INCREASED8,7598,688+71+1%$859.9K$828.1K-$31.9K2026-10-28
Fiera Capital Corp
DECREASED8,7368,746-100%$865.7K$825.9K-$39.8K2026-11-06
Connecticut Wealth Management, LLC
DECREASED8,6909,840-1,150-12%$974.0K$821.6K-$152.4K2026-10-13
Virtue Capital Management, LLC
INCREASED8,6348,545+89+1%$845.8K$816.3K-$29.5K2026-10-29
Summa Corp.
INCREASED8,5608,550+10+0%$846.3K$809.3K-$37.0K2026-10-30
MidAtlantic Capital Management, Inc.
INCREASED8,5406,105+2,435+40%$604.3K$807.4K+$203.1K2026-11-05
Simplex Trading, LLC
NEW8,534—+8,534——$806.8K—2026-11-04
Fortitude Advisory Group L.L.C.
DECREASED8,4428,566-124-1%$847.9K$798.1K-$49.8K2026-10-15
Finley Financial, LLC
UNCHANGED8,4108,41000%$832.4K$794.1K-$38.4K2026-10-28
Cynosure Group, LLC
INCREASED8,4068,315+91+1%$823.0K$794.8K-$28.2K2026-11-03
Allegiance Financial Group Advisory Services LLC
NEW8,350—+8,350——$789.4K—2026-11-02
Weil Company, Inc.
INCREASED8,2907,787+503+6%$770.8K$783.8K+$13.0K2026-10-14
Signaturefd, LLC
INCREASED8,2882,381+5,907+248%$235.7K$783.5K+$547.8K2026-10-23
Vaughan & Co Securities, Inc.
INCREASED8,2648,240+24+0%$815.6K$781.2K-$34.4K2026-10-23
Y.D. More Investments Ltd
INCREASED8,2207,375+845+11%$729.3K$776.7K+$47.4K2026-11-02
Archer Investment Corp
INCREASED8,1821,047+7,135+681%$103.7K$773.6K+$669.9K2026-11-05
Veracity Capital LLC
INCREASED8,1698,142+27+0%$805.9K$772.3K-$33.6K2026-10-08
Inman Jager Wealth Management, LLC
INCREASED8,1617,704+457+6%$762.5K$771.5K+$9.0K2026-11-05
Kingdom Financial Group Llc.
DECREASED8,0619,200-1,139-12%$910.6K$762.1K-$148.5K2026-11-04
Evergreen Advisors, LLC
DECREASED8,0588,101-43-1%$801.8K$761.8K-$40.0K2026-10-28
Sound Income Strategies, LLC
DECREASED8,0439,517-1,474-15%$942.0K$761.2K-$180.8K2026-10-09
Wedmont Private Capital
NEW8,037—+8,037——$760.5K—2026-10-09
Echo45 Advisors LLC
INCREASED8,0202,815+5,205+185%$278.6K$758.2K+$479.6K2026-10-07
Brady Family Wealth, LLC
UNCHANGED7,9717,97100%$789.0K$753.6K-$35.4K2026-11-02
Cooper Financial Group
INCREASED7,9256,416+1,509+24%$635.1K$749.3K+$114.2K2026-10-07
Brandywine OAK Private Wealth LLC
INCREASED7,8934,817+3,076+64%$476.8K$746.2K+$269.4K2026-10-23
TSA Wealth Managment LLC
INCREASED7,8844,641+3,243+70%$459.4K$745.4K+$286.0K2026-10-22
BWM Planning, LLC
UNCHANGED7,8457,84500%$776.5K$741.7K-$34.8K2026-11-09
Bayshore Capital Advisors, LLC
UNCHANGED7,8277,82700%$774.7K$740.0K-$34.8K2026-11-02
4J Wealth Management LLC
NEW7,798—+7,798——$737.2K—2026-11-02
Brighton Jones LLC
DECREASED7,7768,449-673-8%$836.3K$735.1K-$101.2K2026-11-03
First Command Advisory Services, Inc.
INCREASED7,7114,244+3,467+82%$420.1K$729.0K+$308.9K2026-11-05
Guardian Partners Inc.
DECREASED7,6978,441-744-9%$835.5K$727.7K-$107.8K2026-10-21
Advisortrust Partners, LLC
INCREASED7,6607,505+155+2%$742.8K$724.2K-$18.7K2026-11-02
Transcendent Capital Group LLC
INCREASED7,6466,691+955+14%$662.3K$722.9K+$60.6K2026-10-28
Farrow Financial, Inc.
INCREASED7,6027,552+50+1%$747.5K$718.7K-$28.8K2026-10-30
Outfitters Financial LLC
INCREASED7,5687,561+7+0%$748.4K$715.5K-$32.9K2026-10-23
Simon Quick Advisors, LLC
INCREASED7,5477,464+83+1%$738.8K$713.5K-$25.3K2026-10-26
GW Henssler & Associates LTD
INCREASED7,4797,444+35+0%$736.8K$707.1K-$29.7K2026-10-26
Factor Wealth Management LTD
DECREASED7,3979,236-1,839-20%$914.1K$699.3K-$214.8K2026-10-08
TruNorth Capital Management, LLC
DECREASED7,34410,743-3,399-32%$1.1M$694.3K-$369.0K2026-10-14
Compagnie Lombard Odier SCmA
DECREASED7,33735,867-28,530-80%$3.6M$693.6K-$2.9M2026-11-04
Amicus Financial Advisors, LLC
INCREASED7,3117,199+112+2%$712.5K$691.1K-$21.4K2026-11-03
Augustine Asset Management Inc
INCREASED7,1567,049+107+2%$697.7K$676.5K-$21.2K2026-10-13
Skyline Advisors, Inc.
DECREASED7,1187,407-289-4%$733.2K$673.0K-$60.2K2026-11-03
Rinkey Investments
DECREASED7,0879,106-2,019-22%$901.3K$670.0K-$231.3K2026-10-28
Entrewealth, LLC
DECREASED7,07014,530-7,460-51%$1.4M$668.4K-$747.3K2026-10-14
IPG Investment Advisors LLC
INCREASED7,0566,540+516+8%$647.3K$667.1K+$19.7K2026-10-30
Uptick Partners, LLC
INCREASED7,0146,399+615+10%$633.3K$663.1K+$29.8K2026-11-04
Finward Bancorp
DECREASED6,9877,077-90-1%$700.5K$660.6K-$39.9K2026-10-14
Procyon Advisors, LLC
DECREASED6,96110,514-3,553-34%$1.0M$658.1K-$382.7K2026-10-21
Cahaba Wealth Management, Inc.
DECREASED6,95517,203-10,248-60%$1.7M$657.5K-$1.0M2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED6,951253+6,698+2647%$25.0K$657.0K+$632.0K2026-10-14
Unify Financial Advisors
UNCHANGED6,9006,90000%$683.0K$652.3K-$30.6K2026-11-03
Droms Strauss Advisors Inc
DECREASED6,8366,969-133-2%$689.8K$646.2K-$43.5K2026-11-03
Planned Solutions, Inc.
DECREASED6,7756,993-218-3%$692.1K$640.5K-$51.7K2026-10-19
Clearwave Capital, LLC
INCREASED6,7656,701+64+1%$663.3K$639.6K-$23.7K2026-10-27
Gladwyn Financial Advisors, Inc.
DECREASED6,7426,853-111-2%$678.4K$637.4K-$41.0K2026-10-05
Regimen Wealth, LLC
INCREASED6,7296,522+207+3%$645.6K$636.2K-$9.4K2026-11-09
LCW Services, LLC
INCREASED6,6295,748+881+15%$568.9K$626.7K+$57.8K2026-10-21
BKM Wealth Management, LLC
DECREASED6,5626,618-56-1%$655.1K$620.4K-$34.7K2026-10-22
Ejmk Ventures LLC
DECREASED6,5597,272-713-10%$719.8K$620.1K-$99.7K2026-10-21
Argent Trust Co
DECREASED6,4898,366-1,877-22%$828.1K$613.5K-$214.6K2026-11-09
Uniting Wealth Partners, LLC
INCREASED6,4774,415+2,062+47%$437.0K$612.3K+$175.3K2026-11-06
Sterling Group Wealth Management, LLC
UNCHANGED6,4766,47600%$640.9K$612.2K-$28.8K2026-11-03
Palladiem, LLC
DECREASED6,4707,471-1,001-13%$739.5K$611.7K-$127.8K2026-11-09
Cambridge Advisors Inc.
UNCHANGED6,4586,45800%$639.2K$610.5K-$28.7K2026-10-19
Revolve Wealth Partners, LLC
INCREASED6,4406,349+91+1%$628.4K$608.8K-$19.6K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED6,3647,525-1,161-15%$744.8K$601.7K-$143.2K2026-10-27
Stone House Investment Management, LLC
UNCHANGED6,3466,34600%$628.1K$600.0K-$28.1K2026-10-23
Bourgeon Capital Management LLC
DECREASED6,34210,417-4,075-39%$1.0M$599.6K-$431.5K2026-10-19
Maseco LLP
INCREASED6,3256,145+180+3%$608.1K$597.9K-$10.2K2026-10-27
Victory Financial Group, LLC
DECREASED6,3116,548-237-4%$648.1K$596.7K-$51.5K2026-10-27
Isthmus Partners, LLC
UNCHANGED6,2906,29000%$622.6K$594.7K-$27.9K2026-10-21
SWP Financial LLC
INCREASED6,2765,869+407+7%$580.9K$593.3K+$12.4K2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED6,2576,25700%$619.3K$591.5K-$27.8K2026-10-06
Krilogy Financial LLC
INCREASED6,2403,735+2,505+67%$369.6K$590.7K+$221.1K2026-10-13
WealthCare Investment Partners, LLC
INCREASED6,1285,602+526+9%$554.5K$579.3K+$24.8K2026-11-05
Uptown Financial Advisors LLC
INCREASED6,1215,914+207+4%$585.4K$578.8K-$6.6K2026-10-15
Noesis Capital Mangement Corp
INCREASED6,1022,903+3,199+110%$287.3K$576.9K+$289.5K2026-10-26
Strategent Financial, LLC
INCREASED6,0822,550+3,532+139%$252.4K$575.0K+$322.6K2026-10-30
XY Planning Network, Inc.
INCREASED6,0583,736+2,322+62%$369.8K$572.7K+$202.9K2026-10-14
Zinnia Wealth Advisory, LLC
DECREASED5,9816,173-192-3%$611.0K$565.5K-$45.5K2026-11-06
Carolina Wealth Management Inc
DECREASED5,9806,618-638-10%$655.0K$565.3K-$89.7K2026-10-29
MSH Capital Advisors LLC
DECREASED5,9736,227-254-4%$616.4K$564.7K-$51.7K2026-11-03
Moneco Advisors, LLC
INCREASED5,9545,259+695+13%$520.5K$562.9K+$42.4K2026-11-05
Truefg, LLC
DECREASED5,9506,438-488-8%$637.2K$562.5K-$74.7K2026-10-15
Shaker Investments LLC
INCREASED5,9164,881+1,035+21%$483.2K$559.3K+$76.1K2026-11-05
Gallagher Capital Advisors, LLC
DECREASED5,8746,264-390-6%$620.0K$555.3K-$64.7K2026-10-09
Cornerstone Wealth Management, LLC
DECREASED5,8585,955-97-2%$589.5K$553.8K-$35.7K2026-11-04
Tilson Financial Group, Inc.
DECREASED5,8125,872-60-1%$581.2K$549.5K-$31.8K2026-11-09
Crusonia Wealth Advisors LLC
DECREASED5,79010,016-4,226-42%$991.4K$547.4K-$444.0K2026-10-26
Shepherd Financial Partners LLC
DECREASED5,7816,010-229-4%$594.9K$546.6K-$48.3K2026-11-03
Graetz Wealth LLC
INCREASED5,7015,274+427+8%$522.1K$539.0K+$16.9K2026-10-27
Asset Allocation & Management Company, LLC
UNCHANGED5,6925,69200%$563$538.0K+$537.4K2026-10-13
Olio Financial Planning
NEW5,644—+5,644——$533.6K—2026-10-22
TMB Capital Partners, LLC
DECREASED5,6156,185-570-9%$612.2K$530.8K-$81.3K2026-10-20
Clark Asset Management, LLC
DECREASED5,59314,470-8,877-61%$1.4M$528.7K-$903.5K2026-10-19
Sharkey, Howes & Javer
DECREASED5,5935,662-69-1%$560.4K$528.8K-$31.7K2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED5,5584,613+945+20%$457.0K$525.0K+$68.0K2026-10-19
Physician Wealth Advisors, Inc.
DECREASED5,5557,502-1,947-26%$742.5K$525.2K-$217.3K2026-10-20
First Financial Bank - Trust Division
INCREASED5,5384,988+550+11%$493.7K$523.6K+$29.8K2026-10-01
Surience Private Wealth LLC
NEW5,480—+5,480——$518.1K—2026-10-16
Strengthening Families & Communities, LLC
INCREASED5,4775,426+51+1%$537.1K$517.8K-$19.3K2026-10-21
William John Sempolinski
DECREASED5,4585,528-70-1%$547.2K$516.0K-$31.2K2026-10-20
United Bank
DECREASED5,4105,528-118-2%$547.2K$511.5K-$35.7K2026-11-06
Able Financial Group, LLC
DECREASED5,3917,869-2,478-31%$778.9K$509.7K-$269.2K2026-10-14
Monument Capital Management
DECREASED5,3557,356-2,001-27%$728.1K$506.3K-$221.8K2026-10-09
Foundation Wealth Management, Llc\pa
INCREASED5,3135,130+183+4%$507.8K$502.3K-$5.5K2026-10-14
Attessa Capital LLC
INCREASED5,3015,206+95+2%$515.3K$501.2K-$14.1K2026-10-09
Wealthfront Advisers LLC
DECREASED5,2845,474-190-3%$541.8K$499.5K-$42.3K2026-11-09
Life Planning Partners, Inc
INCREASED5,2804,199+1,081+26%$415.6K$499.1K+$83.5K2026-10-28
Lantern Wealth Advisors, LLC
DECREASED5,2605,348-88-2%$529.4K$497.3K-$32.1K2026-10-22
Power Wealth Management LLC
DECREASED5,2245,735-511-9%$567.7K$493.9K-$73.8K2026-10-27
Sprott Inc.
DECREASED5,2245,321-97-2%$526.7K$493.8K-$32.9K2026-11-09
Roger Wittlin Investment Advisory, LLC
INCREASED5,2165,163+53+1%$511.1K$493.2K-$17.9K2026-10-19
Chapin Davis, Inc.
INCREASED5,2074,941+266+5%$489.0K$492.3K+$3.3K2026-10-09
Freedom Investment Management, Inc.
INCREASED5,1694,683+486+10%$463.5K$488.7K+$25.1K2026-11-09
Covestor Ltd
INCREASED5,145439+4,706+1072%$43$486.0K+$486.0K2026-10-30
Gateway Investment Advisers LLC
NEW5,144—+5,144——$486.3K—2026-10-13
Courier Capital LLC
DECREASED5,1205,524-404-7%$546.8K$484.0K-$62.7K2026-10-19
Gradient Capital Advisors, LLC
UNCHANGED5,1075,10700%$505.5K$482.8K-$22.7K2026-10-21
Gradient Investments LLC
INCREASED5,0632,147+2,916+136%$212.5K$478.7K+$266.2K2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED5,0364,713+323+7%$466.5K$476.1K+$9.6K2026-10-14
Selective Wealth Management, Inc.
UNCHANGED5,0295,02900%$493.8K$479.8K-$14.0K2026-10-16
Lake Street Private Wealth, LLC
DECREASED5,01841,257-36,239-88%$4.1M$474.5K-$3.6M2026-10-22
Claro Advisors Inc.
INCREASED5,0074,715+292+6%$466.7K$473.4K+$6.7K2026-11-02
Gray Private Wealth, LLC
INCREASED4,9844,886+98+2%$483.6K$471.2K-$12.4K2026-10-28
Northwest Wealth Advisors, LLC
INCREASED4,9333,528+1,405+40%$349.2K$466.4K+$117.2K2026-11-02
Silver OAK Securities, Incorporated
INCREASED4,8654,264+601+14%$422.0K$469.8K+$47.8K2026-11-09
Legacy Financial Strategies, LLC
DECREASED4,855458,378-453,523-99%$45.4M$459.0K-$44.9M2026-10-15
Cypress Wealth Services, LLC
INCREASED4,8382,857+1,981+69%$282.8K$456.5K+$173.7K2026-10-21
Promethium Advisors,llc
DECREASED4,8204,892-72-1%$484.2K$455.7K-$28.5K2026-10-19
Vontobel Holding Ltd.
UNCHANGED4,8204,82000%$477.1K$455.7K-$21.4K2026-10-16
Sentinel Pension Advisors, LLC
INCREASED4,7943,717+1,077+29%$365.0K$453.3K+$88.2K2026-11-02
Endowment Wealth Management, Inc.
INCREASED4,7913,580+1,211+34%$354.4K$452.9K+$98.6K2026-11-03
Cornerstone Planning Group LLC
DECREASED4,7794,935-156-3%$481.5K$452.0K-$29.5K2026-10-16
Florida Financial Advisors, LLC
DECREASED4,7125,030-318-6%$497.9K$445.4K-$52.4K2026-11-09
Halbert Hargrove Global Advisors, LLC
DECREASED4,6965,774-1,078-19%$571.5K$443.9K-$127.6K2026-10-16
Ameraudi Asset Management, Inc.
DECREASED4,6725,129-457-9%$507.7K$441.7K-$66.0K2026-11-05
Traynor Capital Management, Inc.
INCREASED4,6694,666+3+0%$461.8K$441.4K-$20.5K2026-10-29
W Advisors, LLC
INCREASED4,6593,949+710+18%$390.9K$440.5K+$49.6K2026-11-02
Weaver Consulting Group
UNCHANGED4,6104,61000%$456.3K$435.8K-$20.5K2026-10-07
Heritage Wealth Advisors
INCREASED4,6074,075+532+13%$403.3K$435.6K+$32.2K2026-11-09
Warner Financial, Inc
DECREASED4,5615,194-633-12%$514.1K$431.2K-$82.9K2026-11-06
Pioneer Wealth Management Group
INCREASED4,5584,555+3+0%$450.9K$430.9K-$19.9K2026-10-09
White Lighthouse Investment Management Inc.
UNCHANGED4,5544,55400%$450.8K$430.5K-$20.2K2026-10-21
Andina Capital Management, LLC
DECREASED4,5416,321-1,780-28%$625.7K$429.3K-$196.3K2026-10-21
Alpine Bank Wealth Management
NEW4,521—+4,521——$427.4K—2026-10-16
WoodTrust Financial Corp
NEW4,508—+4,508——$426.0K—2026-10-09
BG Investment Services, LLC
DECREASED4,4884,556-68-1%$451.0K$424.3K-$26.7K2026-10-23
Inspire Trust Co, N.A.
UNCHANGED4,4864,48600%$444.0K$424.1K-$19.9K2026-11-05
Noble Family Wealth, LLC
UNCHANGED4,4754,47500%$442.9K$423.1K-$19.9K2026-10-26
Bfsg, LLC
DECREASED4,4485,980-1,532-26%$591.9K$420.5K-$171.4K2026-10-30
Compass Planning Associates Inc
NEW4,440—+4,440——$419.8K—2026-10-13
Dale Q Rice Investment Management Ltd
DECREASED4,4284,555-127-3%$450.9K$418.6K-$32.2K2026-10-09
Missouri Trust & Investment Co
INCREASED4,3984,142+256+6%$403.3K$415.8K+$12.5K2026-11-04
Presper Financial Architects, LLC
DECREASED4,3734,578-205-4%$453.1K$413.4K-$39.7K2026-11-09
Farrell Financial LLC
DECREASED4,3675,736-1,369-24%$567.7K$412.9K-$154.9K2026-10-16
Romano Brothers and Company
DECREASED4,3084,373-65-1%$432.8K$407.3K-$25.6K2026-10-22
Carter Financial Group, Inc.
INCREASED4,3033,712+591+16%$367.4K$406.8K+$39.4K2026-10-21
Abel Hall, LLC
DECREASED4,2734,417-144-3%$437.2K$404.0K-$33.2K2026-10-19
Elevatus Welath Management
DECREASED4,26136,508-32,247-88%$3.6M$402.9K-$3.2M2026-10-19
Joel Isaacson & Co., LLC
DECREASED4,2594,543-284-6%$449.7K$402.6K-$47.0K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED4,25711,007-6,750-61%$1.1M$402.6K-$686.8K2026-10-30
Barnes Dennig Private Wealth Management LLC
INCREASED4,2574,201+56+1%$415.8K$402.5K-$13.4K2026-10-30
Brickley Wealth Management
INCREASED4,2493,934+315+8%$389.4K$401.7K+$12.3K2026-11-04
Keystone Wealth Services, LLC
INCREASED4,2312,131+2,100+99%$211.0K$400.3K+$189.3K2026-11-03
Hanson & Doremus Investment Management
INCREASED4,1974,156+41+1%$411.0K$397.0K-$14.0K2026-10-16
Werba Rubin Papier Wealth Management
INCREASED4,1884,173+15+0%$413.0K$396.0K-$17.1K2026-11-06
Evolution Wealth Advisors, LLC
INCREASED4,1793,677+502+14%$363.9K$395.1K+$31.1K2026-11-03
Sonata Capital Group Inc
DECREASED4,1734,423-250-6%$437.8K$394.5K-$43.3K2026-10-19
Legacy Capital Wealth Partners, LLC
DECREASED4,1484,632-484-10%$458.5K$392.2K-$66.3K2026-10-21
Bright Futures Wealth Management, Llc.
DECREASED4,1404,260-120-3%$421.7K$391.4K-$30.3K2026-10-23
Johnson Bixby & Associates, LLC
UNCHANGED4,1384,13800%$409.6K$391.2K-$18.4K2026-10-14
Meramec Financial Planners, LLC
INCREASED4,128645+3,483+540%$63.0K$398.6K+$335.6K2026-11-09
Reston Wealth Management LLC
NEW4,057—+4,057——$383.5K—2026-10-29
Manuka Financial, LLC
INCREASED4,0504,017+33+1%$397.6K$382.9K-$14.7K2026-10-16
Gemmer Asset Management LLC
DECREASED4,04211,493-7,451-65%$1.1M$382.2K-$755.4K2026-10-16
Cadent Capital Advisors, LLC
DECREASED4,03010,515-6,485-62%$1.0M$381.0K-$659.8K2026-10-09
Bank Hapoalim BM
INCREASED4,0293,836+193+5%$380.0K$381.0K+$1.0K2026-11-10
Vann Equity Management LLC
NEW4,009—+4,009——$379.0K—2026-10-08
Associated Banc-Corp
INCREASED3,9773,938+39+1%$389.8K$376.0K-$13.8K2026-10-30
Lewis Asset Management, LLC
INCREASED3,9713,970+1+0%$393.0K$375.4K-$17.6K2026-10-14
Waystone Advisors LLC
UNCHANGED3,9703,97000%$393.0K$393.0K$02026-10-16
Willow Creek Wealth Management Inc.
INCREASED3,9683,953+15+0%$391.3K$375.1K-$16.1K2026-10-26
First National Bank & Trust Co of Newtown
UNCHANGED3,9603,96000%$385.6K$381.6K-$4.0K2026-11-09
Trust Co of the South
UNCHANGED3,9583,95800%$391.8K$374.2K-$17.6K2026-10-21
Cantor Fitzgerald Investment Advisors L.P.
DECREASED3,9365,580-1,644-29%$552.3K$372.1K-$180.1K2026-10-21
Waters Parkerson & Co., LLC
INCREASED3,9303,570+360+10%$353.4K$371.5K+$18.2K2026-11-04
Montag A & Associates Inc
INCREASED3,9033,679+224+6%$364.1K$369.0K+$4.8K2026-10-29
MBL Wealth, LLC
DECREASED3,8854,399-514-12%$435.4K$367.3K-$68.1K2026-10-22
Altura Wealth Advisors Inc.
DECREASED3,8704,137-267-6%$409.5K$365.9K-$43.6K2026-10-22
Insight Wealth Partners, LLC
DECREASED3,8644,315-451-10%$427.1K$365.3K-$61.8K2026-10-26
Birch Financial Group, LLC
DECREASED3,8313,833-20%$379.4K$362.1K-$17.2K2026-10-27
Dogwood Wealth Management LLC
INCREASED3,8282,325+1,503+65%$230.1K$361.9K+$131.8K2026-11-09
Carmel Capital Partners, LLC
DECREASED3,8174,196-379-9%$415.3K$360.9K-$54.4K2026-11-03
HFG Wealth Management, LLC
UNCHANGED3,8063,80600%$376.7K$376.7K$02026-10-16
HCR Wealth Advisors
UNCHANGED3,7953,79500%$375.6K$358.8K-$16.9K2026-10-15
Traub Capital Management LLC
INCREASED3,7703,160+610+19%$312.8K$356.4K+$43.6K2026-11-09
Adelphi Trust Co
NEW3,757—+3,757——$355.2K—2026-10-05
Quadcap Wealth Management, LLC
DECREASED3,7374,487-750-17%$444.1K$353.3K-$90.8K2026-11-02
Ascentis Wealth Management, LLC
INCREASED3,6993,440+259+8%$341.1K$350.2K+$9.2K2026-11-03
Gallacher Capital Management LLC
NEW3,698—+3,698——$349.6K—2026-10-30
Financial Consulate, Inc
UNCHANGED3,6833,68300%$364.5K$348.2K-$16.4K2026-10-23
Patten & Patten Inc
DECREASED3,6694,082-413-10%$404.0K$346.9K-$57.2K2026-10-26
Acorn Wealth Advisors, LLC
DECREASED3,6545,678-2,024-36%$562.0K$345.5K-$216.6K2026-10-19
4Wealth Advisors, Inc.
UNCHANGED3,6423,64200%$361.9K$344.5K-$17.4K2026-10-13
Northstar Group, Inc.
UNCHANGED3,6303,63000%$359.3K$343.2K-$16.1K2026-11-10
Harel Insurance Investments & Financial Services Ltd.
INCREASED3,5783,233+345+11%$320.0K$338.0K+$18.0K2026-11-02
Certuity, LLC
NEW3,554—+3,554——$336.0K—2026-11-02
Palisade Asset Management, LLC
DECREASED3,5535,226-1,673-32%$517.3K$335.9K-$181.4K2026-11-03
SBK Financial, Inc.
UNCHANGED3,5523,55200%$351.6K$335.8K-$15.8K2026-11-02
Firethorn Wealth Partners, LLC
DECREASED3,5493,902-353-9%$386.2K$335.5K-$50.7K2026-10-14
Everhart Financial Group, Inc.
DECREASED3,5463,551-50%$351.5K$335.2K-$16.2K2026-10-08
Peregrine Asset Advisers, Inc.
DECREASED3,5373,578-41-1%$354.1K$334.3K-$19.8K2026-11-09
Kestra Investment Management, LLC
DECREASED3,5284,545-1,017-22%$449.9K$333.5K-$116.3K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED3,5063,557-51-1%$352.1K$331.5K-$20.6K2026-10-21
Burney Co/
DECREASED3,4524,325-873-20%$428.1K$326.4K-$101.7K2026-10-15
Segment Wealth Management, LLC
INCREASED3,4303,392+38+1%$335.7K$324.3K-$11.5K2026-10-26
Portus Wealth Advisors, LLC
DECREASED3,4273,915-488-12%$387.5K$324.0K-$63.5K2026-10-13
Stephenson & Company, Inc.
UNCHANGED3,4223,42200%$338.7K$323.5K-$15.2K2026-10-30
Capital Advisors, Ltd. LLC
DECREASED3,4164,827-1,411-29%$478$323.0K+$322.5K2026-10-27
Cutler Investment Counsel LLC
INCREASED3,3953,393+2+0%$335.8K$321.0K-$14.9K2026-10-28
25 LLC
UNCHANGED3,3913,39100%$335.7K$320.6K-$15.0K2026-10-13
David J Yvars Group
INCREASED3,3682,383+985+41%$235.9K$318.4K+$82.5K2026-10-09
Linden Thomas Advisory Services, LLC
DECREASED3,3493,356-70%$332.1K$316.7K-$15.5K2026-10-19
Magnus Financial Group LLC
INCREASED3,3442,280+1,064+47%$225.6K$316.2K+$90.5K2026-10-21
Marino, Stram & Associates LLC
DECREASED3,3313,430-99-3%$339.5K$314.9K-$24.6K2026-10-22
Apeiron RIA LLC
DECREASED3,3293,556-227-6%$352.0K$314.4K-$37.7K2026-10-08
Centennial Bank
DECREASED3,3094,964-1,655-33%$491.3K$312.8K-$178.5K2026-11-09
Oath Planning, LLC
DECREASED3,2904,801-1,511-31%$475.2K$311.0K-$164.2K2026-10-20
Imc-Chicago, LLC
NEW3,289—+3,289——$310.9K—2026-11-05
Wincap Financial LLC
INCREASED3,2803,059+221+7%$302.8K$310.1K+$7.3K2026-10-20
Beacon Financial Group
DECREASED3,2703,609-339-9%$357.2K$309.1K-$48.1K2026-10-19
Integrity Investment Advisors, LLC
NEW3,263—+3,263——$308.5K—2026-11-03
Financial Management Professionals, Inc.
DECREASED3,2583,336-78-2%$330.2K$308.0K-$22.2K2026-10-23
Alliance Wealth Advisors, LLC
DECREASED3,2424,011-769-19%$397.0K$306.6K-$90.4K2026-10-28
Elmwood Wealth Management, Inc.
NEW3,237—+3,237——$306.1K—2026-10-14
Omni 360 Wealth, Inc.
INCREASED3,2322,509+723+29%$248.3K$305.5K+$57.2K2026-10-13
MN Wealth Advisors, LLC
INCREASED3,2202,381+839+35%$235.7K$304.4K+$68.7K2026-10-23
Summit Financial Strategies, Inc.
DECREASED3,2133,868-655-17%$382.9K$303.7K-$79.2K2026-10-14
Capital Asset Managemnet, LLC
DECREASED3,1823,220-38-1%$318.8K$300.8K-$18.0K2026-11-09
Stolz & Associates, PS
NEW3,179—+3,179——$300.5K—2026-11-05
Financial Management Network Inc
DECREASED3,1753,664-489-13%$359.8K$299.2K-$60.5K2026-10-09
Riverbend Wealth Management, LLC
DECREASED3,1663,198-32-1%$316.5K$299.3K-$17.2K2026-10-15
KPP Advisory Services LLC
DECREASED3,1493,350-201-6%$331.6K$297.7K-$33.9K2026-10-26
Cap Partners, LLC
DECREASED3,1393,698-559-15%$366.1K$296.8K-$69.3K2026-10-19
Tempus Wealth Planning, LLC
DECREASED3,1153,212-97-3%$317.9K$294.5K-$23.4K2026-10-14
Aull & Monroe Investment Management Corp
INCREASED3,1122,404+708+29%$237.9K$294.2K+$56.3K2026-10-16
Old Mission Investment Co LLC
DECREASED3,0993,104-50%$307.2K$293.0K-$14.3K2026-10-22
Larry Mathis Financial Planning, LLC
DECREASED3,09335,455-32,362-91%$3.5M$292.4K-$3.2M2026-10-26
Winthrop Advisory Group LLC
DECREASED3,0914,215-1,124-27%$417.2K$292.2K-$125.0K2026-10-22
Pines Wealth Management, LLC
UNCHANGED3,0633,06300%$303.2K$289.6K-$13.6K2026-10-21
Voisard Asset Management Group, Inc.
DECREASED3,0613,107-46-1%$307.5K$289.4K-$18.1K2026-10-13
Impact Partnership Wealth, LLC
DECREASED3,0573,446-389-11%$341.1K$289.0K-$52.1K2026-11-09
Rose Capital Advisors LLC
NEW3,049—+3,049——$288.3K—2026-11-04
Verus Capital Partners, LLC
DECREASED3,0453,991-946-24%$395.1K$287.9K-$107.2K2026-11-03
LEE Danner & Bass Inc
UNCHANGED3,0423,04200%$301.1K$287.6K-$13.5K2026-10-27
Gamma Investing LLC
DECREASED3,0323,565-533-15%$352.9K$286.6K-$66.2K2026-10-08
Thrive Wealth Management, LLC
DECREASED3,0276,537-3,510-54%$647.0K$286.1K-$360.9K2026-10-13
10Elms LLP
DECREASED3,0123,302-290-9%$326.8K$284.7K-$42.1K2026-11-06
Commerce Advisors, LLC
INCREASED3,0082,995+13+0%$296.5K$284.4K-$12.1K2026-10-19
Torrey-Payne Wealth Management, LLC
DECREASED3,0004,000-1,000-25%$395.9K$283.6K-$112.3K2026-11-09
Rockingstone Advisors LLC
DECREASED3,0003,500-500-14%$346.4K$283.6K-$62.8K2026-10-16
Gables Capital Management Inc.
UNCHANGED3,0003,00000%$296.9K$283.6K-$13.3K2026-11-04
Parr Mcknight Wealth Management Group, LLC
INCREASED2,9862,889+97+3%$286.0K$282.3K-$3.7K2026-10-30
CJM Wealth Advisers, Ltd.
DECREASED2,9783,996-1,018-25%$395.5K$281.5K-$114.0K2026-10-27
Trek Financial, LLC
DECREASED2,9673,468-501-14%$343.3K$280.5K-$62.8K2026-10-29
Parkshore Wealth Management, Inc.
INCREASED2,9662,950+16+1%$292.0K$280.4K-$11.6K2026-10-13
LightSquare Wealth Management, LLC
UNCHANGED2,9532,95300%$292.3K$279.2K-$13.1K2026-11-03
Sapient Capital LLC
NEW2,952—+2,952——$279.1K—2026-10-08
Clearstead Trust, LLC
DECREASED2,9473,268-321-10%$323.5K$278.6K-$44.9K2026-11-06
Reyes Financial Architecture, Inc.
UNCHANGED2,9442,94400%$291.4K$278.3K-$13.1K2026-10-22
XXI Wealth, LLC
INCREASED2,9362,240+696+31%$221.7K$277.6K+$55.9K2026-10-22
Parcion Private Wealth LLC
UNCHANGED2,9212,92100%$289.1K$276.2K-$13.0K2026-10-28
RHS Financial, LLC
NEW2,900—+2,900——$274.1K—2026-10-13
Trust Co of Vermont
DECREASED2,8983,043-145-5%$301.2K$274.0K-$27.2K2026-10-21
Everett Harris & Co
UNCHANGED2,8922,89200%$286.3K$273.4K-$12.8K2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED2,8892,823+66+2%$279.5K$273.1K-$6.4K2026-10-16
Guyasuta Investment Advisors Inc
NEW2,865—+2,865——$270.8K—2026-10-15
Trueblood Wealth Management, LLC
DECREASED2,8642,905-41-1%$287.5K$270.8K-$16.8K2026-10-23
AlphaCore Capital LLC
INCREASED2,860406+2,454+604%$40.2K$270.4K+$230.2K2026-11-04
BNC Wealth Management, LLC
UNCHANGED2,8532,85300%$282.4K$269.7K-$12.7K2026-10-19
Capital Advisors Wealth Management, LLC
DECREASED2,84933,065-30,216-91%$3.3M$269.3K-$3.0M2026-10-09
Anchor Capital Advisors LLC
DECREASED2,8292,840-110%$281.1K$267.5K-$13.6K2026-11-05
Courage Miller Partners, LLC
UNCHANGED2,8052,80500%$277.6K$265.2K-$12.5K2026-10-21
UMB Private Wealth Management, LLC
NEW2,793—+2,793——$264.1K—2026-10-19
Braun-Bostich & Associates Inc.
INCREASED2,7922,774+18+1%$274.6K$264.0K-$10.6K2026-10-20
Benin Management Corp
UNCHANGED2,7922,79200%$276.4K$264.0K-$12.4K2026-10-22
First Heartland Consultants, Inc.
DECREASED2,7823,312-530-16%$327.9K$263.0K-$64.9K2026-10-08
Stordahl Capital Management, Inc.
DECREASED2,7772,818-41-1%$278.9K$262.5K-$16.4K2026-10-22
Gen-Wealth Partners Inc
DECREASED2,7696,532-3,763-58%$646.5K$261.8K-$384.7K2026-11-04
Pine Haven Investment Counsel, Inc
UNCHANGED2,7292,72900%$270.1K$258.0K-$12.1K2026-11-02
Lyell Wealth Management, LP
UNCHANGED2,7202,72000%$269.2K$257.1K-$12.1K2026-10-30
WP Advisors, LLC
INCREASED2,7182,691+27+1%$266.3K$257.0K-$9.3K2026-10-22
Mountain Pacific Investment Advisers LLC
NEW2,709—+2,709——$256.1K—2026-10-29
Entrust Financial LLC
INCREASED2,7072,640+67+3%$261.3K$256.0K-$5.4K2026-11-04
Wolff Wiese Magana LLC
DECREASED2,7072,727-20-1%$269.9K$255.9K-$14.0K2026-10-15
Odyssey Capital Advisors, Inc.
DECREASED2,7042,990-286-10%$296.0K$255.7K-$40.3K2026-10-26
Opus Capital Group, LLC
NEW2,700—+2,700——$255.0K—2026-10-30
Brady Martz Wealth Solutions, LLC
INCREASED2,6992,497+202+8%$247.2K$255.2K+$8.0K2026-11-05
Schneider Downs Wealth Management Advisors, LP
UNCHANGED2,6912,69100%$266.4K$254.4K-$11.9K2026-10-27
Wetzel Investment Advisors, Inc.
INCREASED2,6872,682+5+0%$265.5K$254.0K-$11.5K2026-10-13
Rise Advisors, LLC
DECREASED2,6553,344-689-21%$331.0K$251.0K-$80.0K2026-10-16
Cadinha & Co LLC
DECREASED2,6462,804-158-6%$277.6K$250.2K-$27.4K2026-10-22
Symphony Financial, Ltd. Co.
DECREASED2,6423,466-824-24%$344.1K$250.1K-$94.0K2026-10-22
Vestia Personal Wealth Advisors
INCREASED2,6422,218+424+19%$220.3K$249.8K+$29.5K2026-10-20
Ergawealth Advisors, Inc.
DECREASED2,6402,905-265-9%$287.5K$249.6K-$38.0K2026-10-21
FSM Wealth Advisors, LLC
DECREASED2,6352,849-214-8%$282.0K$249.4K-$32.6K2026-10-27
Maltin Wealth Management, Inc.
INCREASED2,6222,595+27+1%$256.9K$247.9K-$9.0K2026-10-13
Prudent Man Advisors, LLC
UNCHANGED2,5982,59800%$257.2K$245.6K-$11.5K2026-11-03
CPR Investments Inc.
INCREASED2,5952,109+486+23%$208.8K$245.4K+$36.6K2026-10-26
Wealthgarden F.S. LLC
INCREASED2,5952,463+132+5%$243.8K$245.3K+$1.5K2026-11-09
Ballast Rock Private Wealth LLC
INCREASED2,5902,524+66+3%$249.8K$244.9K-$5.0K2026-10-26
Linscomb Wealth, Inc.
DECREASED2,5822,625-43-2%$259.9K$244.1K-$15.7K2026-11-05
Syverson Strege & Co
INCREASED2,5702,562+8+0%$253.6K$242.9K-$10.6K2026-11-02
Chilton Capital Management LLC
UNCHANGED2,5702,57000%$254.4K$243.0K-$11.4K2026-10-28
Activest Wealth Management
DECREASED2,5669,473-6,907-73%$937.6K$242.6K-$695.1K2026-10-15
DB&C Advisors, LLC
DECREASED2,5522,583-31-1%$255.7K$241.3K-$14.4K2026-10-26
McElhenny Sheffield Capital Management, LLC
INCREASED2,5512,545+6+0%$251.9K$241.2K-$10.7K2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED2,5502,900-350-12%$287.0K$241.1K-$46.0K2026-11-05
Advisory Resource Group
DECREASED2,5473,977-1,430-36%$393.7K$240.8K-$152.9K2026-10-26
TL Private Wealth
INCREASED2,5462,525+21+1%$248.0K$241.0K-$7.0K2026-10-13
Certified Advisory Corp
INCREASED2,5452,249+296+13%$222.6K$240.6K+$18.0K2026-10-29
Duncker Streett & Co Inc
DECREASED2,5352,735-200-7%$270.7K$239.6K-$31.1K2026-10-27
CWS Financial Advisors, LLC
NEW2,519—+2,519——$238.1K—2026-10-16
Balance Wealth Partners LLC
NEW2,517—+2,517——$238.0K—2026-10-27
Delta Financial Advisors LLC
INCREASED2,5112,131+380+18%$210.9K$237.4K+$26.5K2026-10-27
Harbour Capital Advisors, LLC
DECREASED2,5052,560-55-2%$251.1K$236.8K-$14.3K2026-10-13
Allied Investment Advisors, LLC
INCREASED2,4942,449+45+2%$242.4K$235.8K-$6.6K2026-10-13
Retiremitten Financial LLC
DECREASED2,4922,973-481-16%$294.3K$239.0K-$55.3K2026-11-05
Adirondack Capital Advisors, LLC
DECREASED2,4882,719-231-8%$269.1K$235.2K-$33.9K2026-10-09
SilverOak Wealth Management LLC
INCREASED2,4502,390+60+3%$236.5K$231.6K-$4.9K2026-10-29
Reflection Asset Management
UNCHANGED2,4332,43300%$240.8K$230.0K-$10.8K2026-10-28
West Branch Capital LLC
UNCHANGED2,4302,43000%$240.5K$229.7K-$10.8K2026-10-20
Heritage OAK Wealth Advisors LLC
INCREASED2,4102,302+108+5%$227.9K$227.8K-$112026-10-14
Taylor & Morgan Wealth Management, LLC
INCREASED2,3992,379+20+1%$235.5K$226.8K-$8.7K2026-10-09
Y-Intercept (Hong Kong) Ltd
DECREASED2,3983,829-1,431-37%$379.0K$226.7K-$152.3K2026-10-16
EdgeRock Capital LLC
NEW2,396—+2,396——$226.5K—2026-11-03
Addison Advisors LLC
DECREASED2,3882,408-20-1%$238.3K$225.8K-$12.6K2026-11-06
Kings Path Partners LLC
INCREASED2,3852,372+13+1%$234.8K$225.5K-$9.3K2026-10-21
Sunpointe, LLC
DECREASED2,3815,450-3,069-56%$539.4K$225.1K-$314.3K2026-10-22
Silver Oak Advisory Group, Inc.
UNCHANGED2,3792,37900%$235.0K$224.9K-$10.1K2026-11-06
Hardin Capital Partners, LLC
DECREASED2,3422,971-629-21%$294.3K$221.4K-$72.9K2026-10-09
Moors & Cabot, Inc.
DECREASED2,3393,894-1,555-40%$385.4K$221.2K-$164.3K2026-11-06
Univest Financial Corp
UNCHANGED2,3312,33100%$230.7K$220.4K-$10.3K2026-11-05
Diversified Portfolios, Inc.
DECREASED2,3243,779-1,455-38%$374.0K$219.7K-$154.3K2026-11-04
Cassilly Financial Group LLC
UNCHANGED2,3112,31100%$228.7K$218.5K-$10.3K2026-10-07
Opus Financial Solutions LLC
NEW2,305—+2,305——$217.9K—2026-11-06
Parkside Financial Bank & Trust
INCREASED2,303707+1,596+226%$70.0K$217.7K+$147.7K2026-10-27
Rosenberg Matthew Hamilton
INCREASED2,3012,082+219+11%$206.1K$217.5K+$11.5K2026-10-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED2,2942,29400%$227.1K$216.9K-$10.2K2026-10-20
Obermeyer Wealth Partners
UNCHANGED2,2902,29000%$226.7K$216.5K-$10.2K2026-10-21
Defined Wealth Management, LLC
DECREASED2,2872,962-675-23%$293.2K$216.3K-$76.9K2026-10-19
Quadrant Private Wealth Management, LLC
NEW2,275—+2,275——$215.1K—2026-11-04
Silver OAK Wealth Advisors Services, LLC
INCREASED2,2742,212+62+3%$218.9K$215.0K-$3.9K2026-11-09
Old Port Advisors
DECREASED2,2672,326-59-3%$230.2K$214.3K-$15.9K2026-10-23
Banque Pictet & CIE SA
UNCHANGED2,2612,26100%$223.8K$213.8K-$10.0K2026-10-16
Hengehold Capital Management LLC
NEW2,254—+2,254——$213.1K—2026-10-16
ARS Wealth Advisors Group, LLC
DECREASED2,2312,758-527-19%$273.0K$210.9K-$62.1K2026-10-16
Fiduciary Alliance LLC
NEW2,219—+2,219——$209.7K—2026-10-13
3Edge Asset Management, LP
UNCHANGED2,2132,21300%$219.0K$209.2K-$9.8K2026-10-30
Point Nemo Capital, LLC
INCREASED2,1911,979+212+11%$195.9K$207.2K+$11.3K2026-11-03
Morey & Quinn Wealth Partners, LLC
NEW2,189—+2,189——$206.9K—2026-10-28
Financial Life Advisors
DECREASED2,1893,137-948-30%$310.5K$206.9K-$103.6K2026-10-14
CWA Asset Management Group, LLC
NEW2,184—+2,184——$206.5K—2026-10-19
Insight Advisors, LLC/ PA
NEW2,175—+2,175——$205.6K—2026-10-22
Crumly & Associates Inc.
NEW2,150—+2,150——$203.3K—2026-10-07
ASL Financial, LLC
UNCHANGED2,1492,14900%$212.7K$203.2K-$9.5K2026-10-15
KRM Wealth Management L.L.C.
NEW2,135—+2,135——$201.9K—2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
DECREASED2,1332,506-373-15%$248.0K$201.7K-$46.4K2026-10-08
Beacon Capital Management, LLC
INCREASED2,1272,054+73+4%$203.3K$201.1K-$2.2K2026-10-23
New Capital Management LP
UNCHANGED2,1172,11700%$209.6K$200.2K-$9.4K2026-10-29
Capital Investment Counsel, Inc
UNCHANGED2,1002,10000%$207.9K$198.5K-$9.3K2026-10-20
Trust Co of Toledo NA
UNCHANGED2,0842,08400%$206.3K$197.0K-$9.3K2026-10-16
Vision Financial Markets LLC
DECREASED2,0004,000-2,000-50%$395.9K$189.1K-$206.8K2026-10-22
Motco
UNCHANGED1,9881,98800%$196.8K$187.9K-$8.8K2026-11-09
Evolution Wealth Management Inc.
INCREASED1,9211,826+95+5%$180.7K$181.6K+$9142026-10-28
Compass Financial Management LLC
INCREASED1,9171,647+270+16%$161.9K$181.3K+$19.4K2026-10-30
Richards, Merrill & Peterson, Inc.
DECREASED1,8891,993-104-5%$197.3K$178.6K-$18.7K2026-10-19
Winch Advisory Services, LLC
DECREASED1,8471,907-60-3%$188.8K$174.6K-$14.2K2026-11-06
Salomon & Ludwin, LLC
UNCHANGED1,8001,80000%$177.3K$170.2K-$7.1K2026-10-29
Independence Bank of Kentucky
UNCHANGED1,7961,79600%$177.8K$169.8K-$8.0K2026-10-26
Elyxium Wealth, LLC
NEW1,785—+1,785——$168.8K—2026-10-27
Rice Partnership, LLC
UNCHANGED1,7691,76900%$175.1K$167.2K-$7.9K2026-11-09
CNB Bank
UNCHANGED1,7661,76600%$174.8K$167.0K-$7.8K2026-11-09
Key FInancial Inc
DECREASED1,6862,069-383-19%$204.8K$159.4K-$45.4K2026-11-02
BankChampaign, National Association
UNCHANGED1,6791,67900%$166.2K$158.7K-$7.5K2026-10-19
Nova Financial LLC
NEW1,658—+1,658——$156.7K—2026-11-04
Centerpoint Advisors, LLC
DECREASED1,6411,701-60-4%$168.0K$155.0K-$13.0K2026-11-05
Bank of New Hampshire
UNCHANGED1,6251,62500%$160.8K$153.6K-$7.2K2026-10-06
Oakworth Capital, Inc.
DECREASED1,6192,042-423-21%$201.9K$153.1K-$48.8K2026-10-26
Angeles Wealth Management, LLC
DECREASED1,5231,597-74-5%$158.1K$144.0K-$14.1K2026-10-26
Alerus Financial NA
DECREASED1,4983,221-1,723-53%$318.8K$141.6K-$177.2K2026-11-09
Flagship Wealth Advisors, LLC
UNCHANGED1,4961,49600%$148.1K$141.4K-$6.6K2026-11-03
Cape Investment Advisory, Inc.
DECREASED1,4841,889-405-21%$187.0K$140.3K-$46.7K2026-10-13
Friedenthal Financial
UNCHANGED1,4521,45200%$143.7K$137.3K-$6.4K2026-10-27
First Financial Corp
UNCHANGED1,4361,43600%$142.1K$135.8K-$6.4K2026-10-13
Bayban
UNCHANGED1,4261,42600%$141.1K$141.1K$02026-11-05
CrossGen Wealth, LLC
DECREASED1,3621,709-347-20%$169.2K$128.8K-$40.4K2026-10-30
Signature Equity Partners, LLC
INCREASED1,345413+932+226%$40.9K$127.2K+$86.3K2026-10-29
Concord Wealth Partners
INCREASED1,337315+1,022+324%$31.2K$126.4K+$95.2K2026-11-02
Pioneer Family Office, LLC
UNCHANGED1,3091,30900%$129.6K$123.8K-$5.8K2026-10-30
Caldwell Sutter Capital, Inc.
INCREASED1,2761,261+15+1%$124.8K$120.7K-$4.2K2026-11-09
Key Capital Management, Inc
INCREASED1,259216+1,043+483%$21.4K$119.0K+$97.6K2026-11-03
Indiana Trust & Investment Management Co
DECREASED1,2591,297-38-3%$128.4K$119.0K-$9.4K2026-10-22
Brown, Lisle Ings, Inc.
INCREASED1,250650+600+92%$64.3K$118.2K+$53.8K2026-10-16
Valley Wealth Managers, Inc.
DECREASED1,1971,359-162-12%$134.5K$113.1K-$21.3K2026-10-09
Rossmore Private Capital
DECREASED1,1921,692-500-30%$167.5K$112.7K-$54.8K2026-10-27
Richardson Capital Management LLC
UNCHANGED1,1871,18700%$117.5K$112.2K-$5.3K2026-10-23
Granite FO LLC
INCREASED1,163903+260+29%$89.4K$110.0K+$20.6K2026-10-14
Nemes Rush Group LLC
UNCHANGED1,0911,09100%$108.0K$103.1K-$4.8K2026-11-04
First Premier Bank
NEW1,090—+1,090——$103.0K—2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED1,086222+864+389%$22.0K$102.7K+$80.7K2026-10-27
Pflug Koory, LLC
INCREASED1,0641,053+11+1%$104.2K$100.6K-$3.6K2026-10-26
Smallwood Wealth Investment Management, LLC
UNCHANGED1,0381,03800%$102.7K$98.1K-$4.6K2026-10-30
Cranbrook Wealth Management, LLC
DECREASED1,0071,035-28-3%$102.4K$95.2K-$7.2K2026-10-28
Darwin Wealth Management, LLC
DECREASED1,0051,032-27-3%$102.2K$95.1K-$7.0K2026-11-09
Mechanics Financial Corp
UNCHANGED1,0001,00000%$99.0K$94.5K-$4.4K2026-11-05
Breakwater Investment Management
DECREASED9991,033-34-3%$102.2K$94.4K-$7.8K2026-10-20
Biltmore Family Office, LLC
UNCHANGED97397300%$96.3K$92.0K-$4.3K2026-11-03
Bangor Savings Bank
UNCHANGED96096000%$95.0K$90.8K-$4.3K2026-10-06
Ares Financial Consulting, LLC
UNCHANGED94594500%$93.5K$89.3K-$4.2K2026-10-19
Midwest Capital Advisors, LLC
DECREASED9291,741-812-47%$172.3K$87.8K-$84.5K2026-11-04
Kopp Family Office, LLC
DECREASED911337,533-336,622-100%$33.4M$33.5M+$138.1K2026-10-21
Elevate Wealth Advisory, Inc
INCREASED872412+460+112%$40.8K$82.4K+$41.7K2026-10-29
Tradewinds Capital Management, LLC
INCREASED835805+30+4%$79.7K$78.9K-$7382026-10-23
Planning Strategies Inc.
DECREASED800945-145-15%$93.5K$75.6K-$17.9K2026-10-02
Beacon Financial Strategies Corp
UNCHANGED79379300%$78.5K$75.0K-$3.5K2026-10-14
Kozak & Associates, Inc.
UNCHANGED78778700%$77.5K$75.5K-$2.1K2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED73673600%$72.8K$69.6K-$3.2K2026-10-20
Cardiff Park Advisors, LLC
INCREASED735730+5+1%$72.3K$69.5K-$2.8K2026-11-09
Toth Financial Advisory Corp
UNCHANGED72972900%$72.2K$68.9K-$3.2K2026-10-08
Walsh & Associates, LLC
DECREASED7031,444-741-51%$142.9K$66.5K-$76.5K2026-11-09
Dorato Capital Management
DECREASED676748-72-10%$73.4K$63.8K-$9.6K2026-10-08
Barclays PLC
INCREASED66941+628+1532%$4.1K$63.2K+$59.2K2026-11-06
Eastern Bank
DECREASED651934-283-30%$92.4K$61.5K-$30.9K2026-10-05
DecisionPoint Financial, LLC
NEW649—+649——$61.3K—2026-10-27
POM Investment Strategies, LLC
NEW618—+618——$58.4K—2026-10-20
GK Wealth Management LLC
NEW573—+573——$54.2K—2026-10-09
Piscataqua Savings Bank
UNCHANGED55155100%$54.5K$52.1K-$2.4K2026-10-21
Navigoe, LLC
UNCHANGED54254200%$53$51.0K+$50.9K2026-11-04
Hilltop National Bank
UNCHANGED47147100%$46.6K$44.5K-$2.1K2026-10-14
Financial Perspectives, Inc
INCREASED461458+3+1%$45.3K$43.5K-$1.8K2026-11-03
Bullock Wealth Management Group
INCREASED456235+221+94%$23.1K$43.1K+$19.9K2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4512,783-2,332-84%$275.5K$42.6K-$232.8K2026-10-14
Steph & Co
INCREASED424340+84+25%$33.7K$40.1K+$6.4K2026-10-07
Downshift Financial, LLC
INCREASED415102+313+307%$10.1K$39.2K+$29.1K2026-10-13
Pacifica Partners Inc.
DECREASED3891,289-900-70%$127.1K$36.7K-$90.4K2026-10-09
Networth Advisors, LLC
INCREASED361351+10+3%$34.7K$34.1K-$6502026-11-03
American Capital Advisory, LLC
INCREASED354146+208+142%$14.5K$33.5K+$19.0K2026-10-28
Roble, Belko & Company, Inc
INCREASED352334+18+5%$33.0K$33.0K$02026-11-09
John Boyer, Inc.
NEW347—+347——$32.8K—2026-10-27
Blueline Advisors LLC
INCREASED323222+101+46%$22.0K$30.6K+$8.6K2026-10-15
Jcic Asset Management Inc.
UNCHANGED31531500%$31.3K$29.8K-$1.5K2026-10-30
Highline Wealth Partners LLC
DECREASED312896-584-65%$88.7K$29.5K-$59.2K2026-10-19
Main Street Group, LTD
UNCHANGED30430400%$30.1K$28.7K-$1.4K2026-10-28
Bradley & Co. Private Wealth Management, LLC
UNCHANGED30230200%$29.9K$28.6K-$1.3K2026-10-23
Bear Mountain Capital, Inc.
DECREASED297299-2-1%$29.3K$28.3K-$1.0K2026-11-04
Asset Dedication, LLC
DECREASED289559-270-48%$55.3K$27.3K-$28.0K2026-11-03
Financial Network Wealth Advisors LLC
NEW286—+286——$27.0K—2026-10-28
Plante Moran Financial Advisors, LLC
NEW281—+281——$26.6K—2026-11-04
Vima LLC
UNCHANGED26826800%$26.5K$25.3K-$1.2K2026-10-23
Investors Research Corp
DECREASED262352-90-26%$34.8K$24.8K-$10.1K2026-10-07
Mogy Joel R Investment Counsel Inc
NEW257—+257——$24.3K—2026-10-13
RMG Wealth Management LLC
NEW252—+252——$24.2K—2026-10-26
Manchester Capital Management LLC
DECREASED251330-79-24%$32.7K$23.7K-$8.9K2026-10-22
SRH Advisors, LLC
UNCHANGED25025000%$24.7K$23.6K-$1.1K2026-10-22
Joseph Group Capital Management
DECREASED2391,507-1,268-84%$149.2K$22.6K-$126.6K2026-11-04
Lodestone Wealth Management LLC
INCREASED23383+150+181%$8.2K$22.0K+$13.8K2026-10-14
Hazlett, Burt & Watson, Inc.
DECREASED2312,126-1,895-89%$173.0K$10.0K-$163.0K2026-11-04
SJS Investment Consulting Inc.
UNCHANGED22622600%$22.4K$21.4K-$1.0K2026-10-26
Citizens National Bank Trust Department
UNCHANGED22022000%$21.8K$20.8K-$9772026-11-04
Hurley Capital, LLC
DECREASED204240-36-15%$23.7K$19.3K-$4.4K2026-11-05
Tompkins Financial Corp
UNCHANGED20420400%$20.2K$19.3K-$9062026-10-05
Southern Michigan Bank & Trust
UNCHANGED20020000%$19.8K$18.9K-$8882026-10-19
Markowski Investments
UNCHANGED19619600%$19.4K$18.5K-$8702026-10-30
Contravisory Investment Management, Inc.
NEW195—+195——$18.4K—2026-10-13
Kentucky Trust Co
UNCHANGED19419400%$19.2K$18.3K-$8612026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED16216200%$16.0K$15.3K-$7192026-10-07
Legacy Bridge, LLC
UNCHANGED15815800%$15.6K$14.9K-$7012026-10-28
Barrett & Company, Inc.
UNCHANGED15315300%$15.1K$14.5K-$6792026-10-22
Putney Financial Group LLC
NEW149—+149——$14.1K—2026-10-30
City Holding Co
DECREASED148260-112-43%$25.7K$14.0K-$11.7K2026-10-19
DeDora Capital, Inc.
NEW146—+146——$13.8K—2026-10-26
Acumen Wealth Advisors, LLC
DECREASED124349,345-349,221-100%$34.6M$11.7K-$34.6M2026-11-05
Yankcom Partnership
INCREASED11878+40+51%$7.7K$11.2K+$3.4K2026-10-15
Arvest Investments, Inc.
DECREASED118127-9-7%$12.6K$11.2K-$1.4K2026-10-21
Rydar Equities, Inc.
NEW115—+115——$10.9K—2026-10-13
Quent Capital, LLC
DECREASED1142,754-2,640-96%$272.6K$11.0K-$261.6K2026-11-09
Rakuten Securities, Inc.
INCREASED11147+64+136%$4.7K$10.5K+$5.8K2026-11-02
Vermillion Wealth Management, Inc.
DECREASED100240-140-58%$23.8K$9.5K-$14.3K2026-10-26
Hyposwiss Advisors SA
UNCHANGED10010000%$9.9K$9.5K-$4442026-10-26
MTM Investment Management, LLC
UNCHANGED10010000%$9.9K$9.5K-$4442026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED929200%$9.1K$8.7K-$4082026-10-23
Birchwood Financial Partners, Inc.
INCREASED9089+1+1%$8.8K$8.5K-$3092026-11-02
Washington Trust Advisors, Inc.
UNCHANGED898900%$8.8K$8.4K-$3942026-10-22
Gleason Group, Inc.
INCREASED8887+1+1%$8.6K$8.3K-$3292026-10-15
Pillar Financial Advisors, LLC
UNCHANGED878700%$8.6K$8.2K-$3872026-10-21
Harbor Investment Advisory, LLC
DECREASED86131-45-34%$13.0K$8.1K-$4.8K2026-10-13
Next Level Wealth Planning, LLC
NEW84—+84——$7.9K—2026-10-29
NBH Bank
UNCHANGED848400%$8.3K$7.9K-$3732026-11-05
Roxbury Financial LLC
NEW75—+75——$7.1K—2026-10-01
Three Bridge Wealth Advisors, LLC
NEW74—+74——$7.0K—2026-11-05
Global Trust Asset Management, LLC
UNCHANGED727200%$7.1K$6.8K-$3202026-10-19
Townsend Asset Management Corp
UNCHANGED707000%$6.9K$6.6K-$3112026-10-29
Pacific Center for Financial Services
DECREASED63114-51-45%$11.3K$6.0K-$5.3K2026-10-15
Monetary Solutions, Ltd
NEW61—+61——$5.8K—2026-10-22
Laurel Wealth Advisors LLC
NEW60—+60——$5.7K—2026-10-27
Comprehensive Financial Planning, Inc.
DECREASED59504-445-88%$49.9K$5.6K-$44.3K2026-10-27
Valley National Advisers Inc
UNCHANGED595900%$5.8K$5.6K-$2622026-10-23
Versant Capital Management, Inc
UNCHANGED595900%$5.8K$5.6K-$2622026-10-02
Elevated Capital Advisors, LLC
UNCHANGED585800%$5.7K$5.5K-$2582026-11-04
Fortis Group Advisors, LLC
UNCHANGED545400%$5.3K$5.1K-$2402026-11-06
Coston, McIsaac & Partners
UNCHANGED454500%$4$4.3K+$4.3K2026-11-06
Quaker Wealth Management, LLC
DECREASED4282-40-49%$8.1K$4.0K-$4.1K2026-10-22
EPG Wealth Management LLC
INCREASED4140+1+3%$4.0K$3.8K-$1402026-11-03
J. R. Prunier Capital Management LLC
INCREASED4140+1+3%$4.0K$3.8K-$1392026-11-09
Sankala Group LLC
UNCHANGED363600%$3.5K$3.4K-$1052026-11-09
Boyd Watterson Asset Management LLC
UNCHANGED303000%$3.0K$2.8K-$1332026-11-06
First Pacific Financial
UNCHANGED292900%$2.8K$2.7K-$992026-10-14
Dynamic Wealth Strategies, LLC
UNCHANGED252500%$2.5K$2.4K-$1112026-10-16
Creative Capital Management Investments LLC
DECREASED233,716-3,693-99%$367.8K$2.2K-$365.6K2026-10-28
Nvest Wealth Strategies, Inc.
DECREASED22226-204-90%$22.4K$2.1K-$20.3K2026-10-14
Adkins Seale Capital Management LLC
UNCHANGED222200%$2.2K$2.1K-$982026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED121200%$1.2K$1.1K-$532026-10-16
Sunrise Financial Services, LLC
UNCHANGED121200%$1.2K$1.1K-$542026-10-21
Advanced Asset Management Advisors Inc
NEW9—+9——$865—2026-10-20
Noble Wealth Management PBC
UNCHANGED8800%$792$756-$362026-10-01
Moisand Fitzgerald Tamayo, LLC
DECREASED4299-295-99%$29.6K$379-$29.2K2026-10-15
Strategic Advocates LLC
DECREASED428-24-86%$2.8K$378-$2.4K2026-11-03
Garde Capital, Inc.
CLOSED0208,346-208,346-100%$20.6M$0-$20.6M2026-10-29
Financial Partners Group, Inc
CLOSED0164,064-164,064-100%$16.2M$0-$16.2M2026-10-19
Edgestream Partners, L.P.
CLOSED099,843-99,843-100%$9.9M$0-$9.9M2026-11-10
Sovereign Investment Advisors, LLC
CLOSED070,318-70,318-100%$7.0M$0-$7.0M2026-11-09
Apex Wealth Management, LLC
CLOSED059,514-59,514-100%$5.9M$0-$5.9M2026-10-20
TBH Global Asset Management, LLC
CLOSED057,897-57,897-100%$5.7M$0-$5.7M2026-11-03
Newport Capital Group, LLC
CLOSED054,295-54,295-100%$5.4M$0-$5.4M2026-10-16
Toews Corp
CLOSED052,026-52,026-100%$5.1M$0-$5.1M2026-11-09
Alps Advisors Inc
CLOSED045,215-45,215-100%$4.5M$0-$4.5M2026-11-03
Bryant Woods Investment Advisors, LLC
CLOSED043,230-43,230-100%$4.3M$0-$4.3M2026-10-26
Cornerstone Advisors Asset Management, LLC
CLOSED036,373-36,373-100%$3.6M$0-$3.6M2026-11-06
Quantum Financial Planning Services, Inc.
CLOSED032,637-32,637-100%$3.2M$0-$3.2M2026-10-14
Arcadia Wealth Management, LLC
CLOSED029,921-29,921-100%$3.0M$0-$3.0M2026-10-22
Pacific Excel Wealth Advisors, Inc.
CLOSED028,089-28,089-100%$2.8M$0-$2.8M2026-10-27
Ascent Wealth Partners, LLC
CLOSED027,347-27,347-100%$2.7M$0-$2.7M2026-10-23
Uhlmann Price Securities, LLC
CLOSED022,143-22,143-100%$2.2M$0-$2.2M2026-11-03
MW Advisory, LLC
CLOSED021,153-21,153-100%$2.1M$0-$2.1M2026-10-19
Halter Ferguson Financial Inc.
CLOSED018,298-18,298-100%$1.8M$0-$1.8M2026-10-21
HBK Sorce Advisory LLC
CLOSED017,046-17,046-100%$1.7M$0-$1.7M2026-11-06
Waycross Partners, LLC
CLOSED016,000-16,000-100%$1.6M$0-$1.6M2026-11-03
Intelligence Driven Advisers, LLC
CLOSED014,606-14,606-100%$1.4M$0-$1.4M2026-10-09
Jefferies Financial Group Inc.
CLOSED012,685-12,685-100%$1.3M$0-$1.3M2026-11-05
Asset One Wealth Management LLC
CLOSED012,207-12,207-100%$1.2M$0-$1.2M2026-11-02
Abundance Wealth Counselors
CLOSED011,774-11,774-100%$1.2M$0-$1.2M2026-10-26
Turtle Creek Wealth Advisors, LLC
CLOSED010,407-10,407-100%$1.0M$0-$1.0M2026-10-15
Petros Family Wealth, LLC
CLOSED09,058-9,058-100%$896.6K$0-$896.6K2026-10-28
Vested Financial Planning, LLC
CLOSED08,982-8,982-100%$889.0K$0-$889.0K2026-10-28
Dala Group, LLC
CLOSED08,335-8,335-100%$825.0K$0-$825.0K2026-10-29
LVW Advisors, LLC
CLOSED07,862-7,862-100%$778.2K$0-$778.2K2026-10-19
Stewardship Advisors, LLC
CLOSED07,575-7,575-100%$749.8K$0-$749.8K2026-10-20
Pearl Planning LLC
CLOSED07,459-7,459-100%$738.3K$0-$738.3K2026-10-13
Wellington Shields & Co., LLC
CLOSED07,090-7,090-100%$701.8K$0-$701.8K2026-11-03
Obsidian CIO, LLC
CLOSED06,922-6,922-100%$685.2K$0-$685.2K2026-11-05
Five Oceans Advisors
CLOSED06,238-6,238-100%$617.4K$0-$617.4K2026-10-22
Axim Planning & Wealth
CLOSED05,835-5,835-100%$577.5K$0-$577.5K2026-10-28
Roberts Financial Services LLC
CLOSED05,814-5,814-100%$575.4K$0-$575.4K2026-10-23
Partners in Financial Planning
CLOSED05,730-5,730-100%$567.2K$0-$567.2K2026-11-06
Central Valley Advisors, LLC
CLOSED05,368-5,368-100%$531.4K$0-$531.4K2026-10-27
Broussard Financial Group LLC
CLOSED04,879-4,879-100%$482.9K$0-$482.9K2026-10-26
True Link Financial Advisors, LLC
CLOSED04,860-4,860-100%$481.0K$0-$481.0K2026-10-27
Gouws Capital LLC
CLOSED04,000-4,000-100%$395.9K$0-$395.9K2026-10-09
Portside Wealth Group, LLC
CLOSED03,884-3,884-100%$384.4K$0-$384.4K2026-10-20
Woodside Wealth Management LLC
CLOSED03,811-3,811-100%$377.2K$0-$377.2K2026-10-16
Hohimer Wealth Management, LLC
CLOSED03,653-3,653-100%$361.6K$0-$361.6K2026-11-04
Philip James Wealth Mangement, LLC
CLOSED03,603-3,603-100%$356.6K$0-$356.6K2026-10-27
Rockland Trust Co
CLOSED03,579-3,579-100%$354.2K$0-$354.2K2026-10-05
Buttonwood Financial Group, LLC
CLOSED03,574-3,574-100%$353.8K$0-$353.8K2026-10-16
Silverleafe Capital Partners, LLC
CLOSED03,445-3,445-100%$341.0K$0-$341.0K2026-10-02
Middleton & Co Inc
CLOSED03,250-3,250-100%$321.7K$0-$321.7K2026-10-23
JIM Saulnier & Associates, LLC
CLOSED03,231-3,231-100%$319.8K$0-$319.8K2026-11-04
Meadow Creek Wealth Advisors LLC
CLOSED03,168-3,168-100%$313.6K$0-$313.6K2026-11-02
21 West Wealth Management LLC
CLOSED03,138-3,138-100%$310.6K$0-$310.6K2026-10-13
RDA Financial Network
CLOSED03,089-3,089-100%$305.7K$0-$305.7K2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED02,961-2,961-100%$293.1K$0-$293.1K2026-10-14
Lauer Wealth, LLC
CLOSED02,920-2,920-100%$286.2K$0-$286.2K2026-10-13
Phocas Financial Corp.
CLOSED02,791-2,791-100%$276.3K$0-$276.3K2026-11-09
Howard Financial Services, Ltd.
CLOSED02,662-2,662-100%$263.5K$0-$263.5K2026-10-15
Wellington Shields Capital Management, LLC
CLOSED02,631-2,631-100%$260.4K$0-$260.4K2026-11-03
Orca Investment Management, LLC
CLOSED02,619-2,619-100%$259.2K$0-$259.2K2026-10-29
Selby Wealth Management, LLC
CLOSED02,586-2,586-100%$256.0K$0-$256.0K2026-10-16
Two West Capital Advisors LLC
CLOSED02,583-2,583-100%$253.0K$0-$253.0K2026-10-15
Fidelity D & D Bancorp Inc
CLOSED02,571-2,571-100%$254.5K$0-$254.5K2026-11-05
Raab & Moskowitz Asset Management LLC
CLOSED02,437-2,437-100%$241.2K$0-$241.2K2026-11-02
Tenzing Financial LLC
CLOSED02,418-2,418-100%$238.6K$0-$238.6K2026-11-03
Silverlake Wealth Management LLC
CLOSED02,268-2,268-100%$224.4K$0-$224.4K2026-10-21
Vermillion & White Wealth Management Group, LLC
CLOSED02,243-2,243-100%$222.0K$0-$222.0K2026-11-10
Ring Mountain Capital, LLC
CLOSED02,165-2,165-100%$214.3K$0-$214.3K2026-10-13
Stevens Capital Partners
CLOSED02,128-2,128-100%$210.6K$0-$210.6K2026-10-29
Ballew Advisors, Inc
CLOSED02,103-2,103-100%$207.4K$0-$207.4K2026-10-05
Essex LLC
CLOSED02,100-2,100-100%$207.8K$0-$207.8K2026-10-14
Diversified Management Inc
CLOSED02,095-2,095-100%$207.4K$0-$207.4K2026-10-08
Elevation Wealth Management LLC
CLOSED02,073-2,073-100%$205.2K$0-$205.2K2026-11-02
Wealth Architects, LLC
CLOSED02,072-2,072-100%$205.1K$0-$205.1K2026-11-03
Towneley Capital Management, Inc / de
CLOSED02,066-2,066-100%$204.5K$0-$204.5K2026-10-09
Blake Schutter Theil Wealth Advisors, LLC
CLOSED02,063-2,063-100%$204.2K$0-$204.2K2026-11-02
Benchmark Financial, LLC
CLOSED02,052-2,052-100%$203.1K$0-$203.1K2026-10-16
Nicholas Wealth, Llc.
CLOSED02,052-2,052-100%$203.1K$0-$203.1K2026-10-26
Penney Financial, LLC
CLOSED02,049-2,049-100%$202.8K$0-$202.8K2026-10-20
Crescent Grove Advisors, LLC
CLOSED02,047-2,047-100%$202.6K$0-$202.6K2026-10-21
Signature Estate & Investment Advisors LLC
CLOSED02,041-2,041-100%$202.0K$0-$202.0K2026-10-13
Allegheny Financial Group
CLOSED02,032-2,032-100%$201.1K$0-$201.1K2026-11-05
Keener Financial Planning LLC
CLOSED02,028-2,028-100%$200.0K$0-$200.0K2026-11-06
Farmers & Merchants Trust Co of Long Beach
CLOSED02,028-2,028-100%$200.7K$0-$200.7K2026-10-22
Acropolis Investment Management, LLC
CLOSED01,274-1,274-100%$126.1K$0-$126.1K2026-10-08
Wellington Grp LLC
CLOSED01,251-1,251-100%$124.2K$0-$124.2K2026-11-06
N.E.W. Advisory Services LLC
CLOSED01,204-1,204-100%$119.1K$0-$119.1K2026-11-09
Institute for Wealth Management, Llc.
CLOSED01,000-1,000-100%$99.0K$0-$99.0K2026-11-06
GFS Advisors, LLC
CLOSED01,000-1,000-100%$415.7K$0-$415.7K2026-11-03
Evolution Advisers, Inc.
CLOSED0900-900-100%$89.0K$0-$89.0K2026-11-06
Tucker Asset Management LLC
CLOSED0740-740-100%$73.2K$0-$73.2K2026-10-29
Strategic Wealth Advisors LLC
CLOSED0710-710-100%$70.0K$0-$70.0K2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED0443-443-100%$70.1K$0-$70.1K2026-10-14
Dhjj Financial Advisors, Ltd.
CLOSED0325-325-100%$32.2K$0-$32.2K2026-10-23
Atlatl Advisers LLC
CLOSED0272-272-100%$26.9K$0-$26.9K2026-10-22
Founders Capital Management
CLOSED0200-200-100%$19.8K$0-$19.8K2026-10-13
Gill Capital Partners, LLC
CLOSED0200-200-100%$19.8K$0-$19.8K2026-10-13
LFA - Lugano Financial Advisors SA
CLOSED0199-199-100%$19.7K$0-$19.7K2026-11-03
Lloyd Advisory Services, Llc.
CLOSED0152-152-100%$15.0K$0-$15.0K2026-11-02
Sterling Capital Management LLC
CLOSED0141-141-100%$13.9K$0-$13.9K2026-10-22
Hamilton Point Investment Advisors, LLC
CLOSED0125-125-100%$12.4K$0-$12.4K2026-11-03
State of Wyoming
CLOSED0100-100-100%$9.9K$0-$9.9K2026-10-28
True Wealth Design, LLC
CLOSED089-89-100%$8.8K$0-$8.8K2026-10-13
Paladin Advisory Group, LLC
CLOSED084-84-100%$8.3K$0-$8.3K2026-11-09
Wells Financial Advisors Inc
CLOSED072-72-100%$7.1K$0-$7.1K2026-11-02
Ironwood Wealth Management, Llc.
CLOSED060-60-100%$5.9K$0-$5.9K2026-10-28
Reap Financial Group, LLC
CLOSED034-34-100%$3.4K$0-$3.4K2026-11-02
Burk Holdings LLC
CLOSED025-25-100%$2.5K$0-$2.5K2026-11-05
WPG Advisers, LLC
CLOSED019-19-100%$1.9K$0-$1.9K2026-10-27
Mountain Hill Investment Partners Corp.
CLOSED019-19-100%$1.9K$0-$1.9K2026-10-23
Virtus Advisers, LLC
CLOSED013-13-100%$1.3K$0-$1.3K2026-11-09
Atwood & Palmer Inc
CLOSED010-10-100%$990$0-$9902026-10-08
Hoey Investments, Inc
CLOSED01-1-100%$81$0-$812026-10-29
Jones Financial Companies Lllp
N/A—110,159,073-110,159,073-100%$10.9B———
Raymond James Financial Inc
N/A—92,816,907-92,816,907-100%$9.2B———
Bank of America Corp
N/A—66,617,105-66,617,105-100%$6.6B———
Wells Fargo & Company
N/A—65,014,488-65,014,488-100%$6.4B———
BlackRock, Inc.
N/A—61,984,138-61,984,138-100%$6.1B———
Mercer Global Advisors Inc
N/A—44,994,014-44,994,014-100%$4.5B———
Envestnet Asset Management Inc
N/A—43,049,494-43,049,494-100%$4.3B———
Morgan Stanley
N/A—35,692,523-35,692,523-100%$3.5B———
Northern Trust Corp
N/A—23,143,686-23,143,686-100%$2.3B———
JPMorgan Chase & Co
N/A—16,323,687-16,323,687-100%$1.6B———
Betterment LLC
N/A—15,621,139-15,621,139-100%$1.5B———
Cetera Investment Advisers
N/A—15,483,118-15,483,118-100%$1.5B———
Ameriprise Financial Inc
N/A—14,914,270-14,914,270-100%$1.5B———
Mariner, LLC
N/A—14,864,310-14,864,310-100%$1.5B———
Acorns Advisers, LLC
N/A—14,625,279-14,625,279-100%$1.4B———
Northwestern Mutual Wealth Management Co
N/A—12,874,193-12,874,193-100%$1.3B———
Goldman Sachs Group Inc
N/A—12,571,702-12,571,702-100%$1.2B———
Arizona Psprs Trust
N/A—11,528,817-11,528,817-100%$1.1B———
UBS Group AG
N/A—11,364,305-11,364,305-100%$1.1B———
United Services Automobile Association
N/A—10,271,333-10,271,333-100%$1.0B———
Cerity Partners LLC
N/A—9,922,031-9,922,031-100%$982.1M———
FMR LLC
N/A—9,503,943-9,503,943-100%$940.7M———
RWA Wealth Partners, LLC
N/A—9,219,241-9,219,241-100%$912.5M———
Johns Hopkins University
N/A—8,024,716-8,024,716-100%$794.3M———
Stifel Financial Corp
N/A—7,338,388-7,338,388-100%$726.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,185,394-7,185,394-100%$711.2M———
Royal Bank of Canada
N/A—6,818,247-6,818,247-100%$674.9M———
Captrust Financial Advisors
N/A—6,703,403-6,703,403-100%$663.5M———
Charles Schwab Investment Management Inc
N/A—6,429,196-6,429,196-100%$636.4M———
Members Trust Co
N/A—5,656,531-5,656,531-100%$559.9M———
&partners
N/A—4,253,416-4,253,416-100%$420.9M———
EP Wealth Advisors, LLC
N/A—3,949,910-3,949,910-100%$391.0M———
SageView Advisory Group, LLC
N/A—3,533,005-3,533,005-100%$349.7M———
South Dakota Investment Council
N/A—3,453,435-3,453,435-100%$341.8M———
Jupiter Topco LLC
N/A—3,291,989-3,291,989-100%$325.8M———
Mason Street Advisors, LLC
N/A—3,050,830-3,050,830-100%$302.0M———
Alliancebernstein L.P.
N/A—2,961,712-2,961,712-100%$294.0M———
Dynasty Wealth Management, LLC
N/A—2,900,060-2,900,060-100%$287.0M———
Susquehanna International Group, LLP
N/A—2,719,367-2,719,367-100%$269.2M———
O'shaughnessy Asset Management, LLC
N/A—2,603,807-2,603,807-100%$257.7M———
Steward Partners Investment Advisory, LLC
N/A—2,524,310-2,524,310-100%$249.9M———
Osaic Holdings, Inc.
N/A—2,372,924-2,372,924-100%$234.9M———
Envestnet Portfolio Solutions, Inc.
N/A—2,184,657-2,184,657-100%$216.2M———
Tiaa Wealth Investment Management LLC
N/A—1,944,790-1,944,790-100%$193.3M———
Quotient Wealth Partners, LLC
N/A—1,944,130-1,944,130-100%$192.4M———
National Philanthropic Trust
N/A—1,821,278-1,821,278-100%$180.3M———
Destination Wealth Management
N/A—1,776,193-1,776,193-100%$175.8M———
Kingsview Wealth Management, LLC
N/A—1,753,696-1,753,696-100%$173.6M———
BNP Paribas Asset Management Holding S.A.
N/A—1,586,900-1,586,900-100%$157.1M———
MML Investors Services, LLC
N/A—1,563,598-1,563,598-100%$154.8M———
Beacon Pointe Advisors, LLC
N/A—1,529,585-1,529,585-100%$151.4M———
F/m Investments LLC
N/A—1,487,215-1,487,215-100%$147.2M———
Pathstone Holdings, LLC
N/A—1,436,769-1,436,769-100%$142.2M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,419,485-1,419,485-100%$140.5M———
Trajan Wealth LLC
N/A—1,349,489-1,349,489-100%$133.6M———
Focus Partners Wealth
N/A—1,338,510-1,338,510-100%$132.5M———
Sumitomo Mitsui Financial Group, Inc.
N/A—1,336,039-1,336,039-100%$132.2M———
Cambridge Associates LLC
N/A—1,308,098-1,308,098-100%$129.5M———
Victory Capital Management Inc
N/A—1,229,747-1,229,747-100%$121.7M———
HSBC Holdings PLC
N/A—1,204,256-1,204,256-100%$119.2M———
Prudential Financial Inc
N/A—1,198,655-1,198,655-100%$118.6M———
Nuveen, LLC
N/A—1,189,671-1,189,671-100%$117.8M———
SCS Capital Management LLC
N/A—1,143,665-1,143,665-100%$113.2M———
MAI Capital Management
N/A—1,113,048-1,113,048-100%$110.2M———
Zhang Financial LLC
N/A—1,094,000-1,094,000-100%$108.3M———
Orion Porfolio Solutions, LLC
N/A—1,088,029-1,088,029-100%$107.7M———
Trustmark Bank Trust Department
N/A—976,001-976,001-100%$96.6M———
NewEdge Advisors, LLC
N/A—901,815-901,815-100%$89.3M———
Koss-Olinger Consulting, LLC
N/A—899,732-899,732-100%$89.1M———
1832 Asset Management L.P.
N/A—895,487-895,487-100%$88.6M———
Principal Securities, Inc.
N/A—893,305-893,305-100%$88.4M———
Metropolitan Life Insurance Co
N/A—873,733-873,733-100%$86.5M———
Ellenbecker Investment Group
N/A—858,837-858,837-100%$85.0M———
Johnson Investment Counsel Inc
N/A—829,533-829,533-100%$82.1M———
United Capital Financial Advisors, LLC
N/A—810,957-810,957-100%$80.3M———
BNP Paribas Financial Markets
N/A—784,037-784,037-100%$77.6M———
Zacks Investment Management
N/A—780,181-780,181-100%$77.2M———
Franklin Resources Inc
N/A—769,345-769,345-100%$76.1M———
Voya Investment Management LLC
N/A—762,085-762,085-100%$75.4M———
Sand Hill Global Advisors, LLC
N/A—722,961-722,961-100%$71.6M———
Savvy Advisors, Inc.
N/A—719,535-719,535-100%$71.2M———
Nomura Asset Management International Inc.
N/A—693,601-693,601-100%$68.7M———
Octavia Wealth Advisors, LLC
N/A—670,616-670,616-100%$66.4M———
Permanent Capital Management, LP
N/A—651,553-651,553-100%$64.5M———
Pinnacle Financial Partners, Inc.
N/A—646,646-646,646-100%$64.0M———
Planning Project LLC
N/A—634,808-634,808-100%$61.8M———
Gotham Asset Management, LLC
N/A—616,188-616,188-100%$61.0M———
a16z Perennial Management, L.P.
N/A—615,315-615,315-100%$61.0M———
Vestmark Advisory Solutions, Inc.
N/A—611,878-611,878-100%$60.6M———
Cresset Asset Management, LLC
N/A—609,084-609,084-100%$60.3M———
Janney Montgomery Scott LLC
N/A—589,790-589,790-100%$58.4M———
Adaptive Financial Consulting, LLC
N/A—582,685-582,685-100%$57.7M———
Baird Financial Group, Inc.
N/A—562,955-562,955-100%$55.7M———
Smartleaf Asset Management LLC
N/A—551,062-551,062-100%$54.8M———
M&T Bank Corp
N/A—549,771-549,771-100%$54.4M———
Summit Trail Advisors, LLC
N/A—549,204-549,204-100%$54.4M———
Equitable Holdings, Inc.
N/A—545,101-545,101-100%$54.0M———
Rockefeller Capital Management L.P.
N/A—542,186-542,186-100%$53.7M———
Keel Point, LLC
N/A—535,197-535,197-100%$53.0M———
Scotia Capital Inc.
N/A—530,875-530,875-100%$52.5M———
Composition Wealth, LLC
N/A—529,898-529,898-100%$52.4M———
Fort Point Capital Partners LLC
N/A—502,262-502,262-100%$49.7M———
Common Fund for Nonprofit Organizations
N/A—501,042-501,042-100%$49.6M———
Arax Advisory Partners
N/A—493,378-493,378-100%$48.8M———
Global Retirement Partners, LLC
N/A—492,742-492,742-100%$48.8M———
WHI Trust Co LLC
N/A—483,896-483,896-100%$47.9M———
Fiduciary Group, LLC
N/A—475,570-475,570-100%$47.1M———
Boston Partners
N/A—471,944-471,944-100%$46.7M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—466,853-466,853-100%$46.2M———
Baron Silver Stevens Financial Advisors, LLC
N/A—456,728-456,728-100%$45.2M———
MTC Wealth Management LLC
N/A—447,318-447,318-100%$44.3M———
Evolve Private Wealth, LLC
N/A—444,989-444,989-100%$44.0M———
Wealthspire Retirement, LLC
N/A—435,405-435,405-100%$42.9M———
CIBC Bancorp USA Inc.
N/A—435,291-435,291-100%$43.1M———
Syon Capital LLC
N/A—434,648-434,648-100%$43.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—411,464-411,464-100%$40.7M———
Private Advisor Group, LLC
N/A—398,188-398,188-100%$39.4M———
Daybright Advisory Services, Inc.
N/A—395,660-395,660-100%$38.5M———
Buffalo Business & Estate Services LTD
N/A—386,659-386,659-100%$38.3M———
Brave Asset Management Inc
N/A—382,543-382,543-100%$37.9M———
Elm Partners Management LLC
N/A—369,207-369,207-100%$36.5M———
Advisory Services Network, LLC
N/A—368,810-368,810-100%$36.5M———
Financial Engines Advisors L.L.C.
N/A—366,468-366,468-100%$36.3M———
Global Endowment Management, LP
N/A—362,472-362,472-100%$35.9M———
Ameritas Investment Partners, Inc.
N/A—356,798-356,798-100%$35.3M———
Prosperity Consulting Group, LLC
N/A—354,851-354,851-100%$35.1M———
Summit Financial, LLC
N/A—352,172-352,172-100%$34.9M———
Pure Financial Advisors, LLC
N/A—349,298-349,298-100%$34.6M———
Main Street Financial Solutions, LLC
N/A—347,719-347,719-100%$34.4M———
United Bank
N/A—340,970-340,970-100%$33.7M———
Qube Research & Technologies Ltd
N/A—338,933-338,933-100%$33.5M———
NewEdge Wealth, LLC
N/A—326,649-326,649-100%$32.3M———
Waverly Advisors, LLC
N/A—321,460-321,460-100%$31.8M———
NorthRock Partners, LLC
N/A—320,830-320,830-100%$31.8M———
Man Group plc
N/A—320,062-320,062-100%$31.7M———
Sanctuary Advisors, LLC
N/A—319,381-319,381-100%$31.6M———
Commerce Bank
N/A—317,134-317,134-100%$31.4M———
Rhumbline Advisers
N/A—314,345-314,345-100%$31.1M———
Sequent Planning LLC
N/A—313,224-313,224-100%$31.0M———
Brown Advisory Inc
N/A—312,639-312,639-100%$30.9M———
Tiaa Trust, National Association
N/A—310,716-310,716-100%$30.8M———
Markin Asset Management, LP
N/A—290,898-290,898-100%$28.8M———
Forefront Wealth Partners, LLC
N/A—290,048-290,048-100%$28.7M———
Hancock Whitney Corp
N/A—289,058-289,058-100%$28.6M———
Horizon Investments, LLC
N/A—284,724-284,724-100%$28.0M———
Webster Bank, N. A.
N/A—281,696-281,696-100%$27.9M———
Bank of Hawaii
N/A—280,398-280,398-100%$27.8M———
Liberty Mutual Group Asset Management Inc.
N/A—275,000-275,000-100%$27.2M———
Quantinno Capital Management LP
N/A—273,363-273,363-100%$27.1M———
Fairview Capital Investment Management, LLC
N/A—266,472-266,472-100%$26.4M———
World Investment Advisors
N/A—259,013-259,013-100%$25.7M———
Connable Office Inc
N/A—255,508-255,508-100%$25.3M———
Madison Asset Management, LLC
N/A—252,075-252,075-100%$25.0M———
Integrated Wealth Concepts LLC
N/A—251,168-251,168-100%$24.9M———
Natixis Advisors, LLC
N/A—249,886-249,886-100%$24.7M———
Sunflower Bank, N.A.
N/A—249,745-249,745-100%$24.7M———
Benjamin Edwards Inc
N/A—238,261-238,261-100%$23.6M———
Tandem Wealth Advisors LLC
N/A—235,324-235,324-100%$23.3M———
TD Capital Management LLC
N/A—235,271-235,271-100%$23.3M———
Ally Invest Advisors Inc.
N/A—226,868-226,868-100%$22.5M———
Wrapmanager Inc
N/A—223,892-223,892-100%$22.2M———
Stephens Inc
N/A—223,499-223,499-100%$22.1M———
Sheridan Capital Management, LLC
N/A—223,099-223,099-100%$22.1M———
Tiemann Investment Advisors, LLC
N/A—222,133-222,133-100%$22.0M———
Stamos Capital Partners, L.P.
N/A—216,193-216,193-100%$21.4M———
Ballast Advisors LLC
N/A—215,046-215,046-100%$21.3M———
TRB Wealth Management, LLC
N/A—210,632-210,632-100%$20.8M———
Wealthspire Advisors, LLC
N/A—209,861-209,861-100%$20.8M———
Colonial Trust Advisors
N/A—208,780-208,780-100%$20.7M———
Dakota Wealth Management
N/A—197,691-197,691-100%$19.6M———
Retirement Capital Strategies
N/A—197,004-197,004-100%$19.5M———
Passaic Partners LLC
N/A—193,201-193,201-100%$19.1M———
First Commonwealth Financial Corp
N/A—186,201-186,201-100%$18.4M———
Bouchey Financial Group, Ltd.
N/A—182,758-182,758-100%$18.1M———
Twin Focus Capital Partners, LLC
N/A—180,684-180,684-100%$17.9M———
CVA Family Office, LLC
N/A—180,155-180,155-100%$17.8M———
Range Advisory, LLC
N/A—178,747-178,747-100%$17.7M———
Alpha Financial Partners LLC
N/A—176,374-176,374-100%$17.5M———
Stratos Wealth Partners, Ltd.
N/A—175,437-175,437-100%$17.4M———
Blair William & Co
N/A—174,976-174,976-100%$17.3M———
Summit Wealth Partners, LLC
N/A—169,947-169,947-100%$16.8M———
Renaissance Technologies LLC
N/A—169,699-169,699-100%$16.8M———
Prairieview Wealth Partners, LLC
N/A—167,570-167,570-100%$16.6M———
Capitolis Liquid Global Markets LLC
N/A—166,500-166,500-100%$16.5M———
GeoWealth Management, LLC
N/A—165,146-165,146-100%$16.3M———
Moneta Group Investment Advisors LLC
N/A—161,572-161,572-100%$16.0M———
First Foundation Advisors
N/A—161,259-161,259-100%$16.0M———
Kintra Wealth, LLC
N/A—160,451-160,451-100%$15.7M———
Rothschild Wealth LLC
N/A—160,324-160,324-100%$15.9M———
Nicolet Bankshares Inc
N/A—159,599-159,599-100%$15.8M———
Arrowroot Family Office, LLC
N/A—158,730-158,730-100%$15.7M———
Granite Harbor Advisors, Inc.
N/A—156,231-156,231-100%$15.5M———
Marquette Associates, Inc.
N/A—155,973-155,973-100%$15.4M———
Bartlett & Co. Wealth Management LLC
N/A—155,773-155,773-100%$15.4M———
Sharp Wealth Advisory, LLC
N/A—154,625-154,625-100%$15.3M———
Sequoia Financial Advisors, LLC
N/A—152,297-152,297-100%$15.1M———
Tide Cove Capital Partners LLC
N/A—151,241-151,241-100%$14.8M———
Fiducient Advisors LLC
N/A—149,252-149,252-100%$14.8M———
Huntington National Bank
N/A—136,498-136,498-100%$13.5M———
Schroder Investment Management Group
N/A—131,987-131,987-100%$13.1M———
Ames National Corp
N/A—131,303-131,303-100%$13.0M———
Easterly Investment Partners LLC
N/A—131,150-131,150-100%$13.0M———
Lazard Asset Management LLC
N/A—128,789-128,789-100%$12.7M———
HRT Financial LP
N/A—128,683-128,683-100%$12.7M———
Modern Wealth Management, LLC
N/A—128,041-128,041-100%$12.7M———
Blue Chip Partners, LLC
N/A—127,755-127,755-100%$12.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—126,022-126,022-100%$12.5M———
Colonial Trust Co / SC
N/A—125,774-125,774-100%$12.4M———
Granite Bay Wealth Management, LLC
N/A—124,466-124,466-100%$12.3M———
Bank of the Bluegrass & Trust Co.
N/A—123,856-123,856-100%$11.7M———
Sandy Cove Advisors, LLC
N/A—121,827-121,827-100%$12.1M———
LifePlan Investment Advisors, Inc.
N/A—119,048-119,048-100%$11.8M———
Westerkirk Capital Inc.
N/A—117,900-117,900-100%$11.7M———
D L Carlson Investment Group Inc
N/A—114,989-114,989-100%$11.4M———
Cerity Partners Ocio LLC
N/A—113,244-113,244-100%$11.2M———
Roundview Capital LLC
N/A—112,153-112,153-100%$11.1M———
CIBC World Market Inc.
N/A—110,607-110,607-100%$10.9M———
NorthCoast Asset Management LLC
N/A—109,549-109,549-100%$10.8M———
IEQ Capital, LLC
N/A—108,177-108,177-100%$10.7M———
Main Management LLC
N/A—107,886-107,886-100%$10.7M———
Continental Investors Services, Inc.
N/A—107,489-107,489-100%$10.5M———
Midwestern Financial, LLC
N/A—107,267-107,267-100%$10.6M———
Waterloo Capital, L.P.
N/A—107,044-107,044-100%$10.6M———
Star Financial Bank
N/A—105,818-105,818-100%$10.5M———
HTG Investment Advisors, Inc.
N/A—103,848-103,848-100%$10.3M———
Strategic Financial Partners, Ltd.
N/A—103,542-103,542-100%$10.2M———
Interactive Financial Advisors, Inc.
N/A—103,176-103,176-100%$10.2M———
Neuberger Berman Group LLC
N/A—102,658-102,658-100%$10.2M———
JT Stratford LLC
N/A—100,926-100,926-100%$10.0M———
Hirtle & Co., LLC
N/A—98,215-98,215-100%$9.7M———
Silver Coast Investments LLC
N/A—97,875-97,875-100%$9.7M———
Crabel Capital Management, LLC
N/A—97,734-97,734-100%$9.7M———
Optiver Holding B.V.
N/A—96,370-96,370-100%$9.5M———
Glassy Mountain Advisors, Inc.
N/A—96,102-96,102-100%$9.5M———
DRW Securities, LLC
N/A—94,823-94,823-100%$9.4M———
Wealthedge Investment Advisors, LLC
N/A—93,542-93,542-100%$9.3M———
UBS Asset Management Americas LLC
N/A—92,901-92,901-100%$9.2M———
Insigneo Advisory Services, LLC
N/A—92,175-92,175-100%$9.1M———
WCG Wealth Advisors LLC
N/A—90,811-90,811-100%$9.0M———
Wayfinding Financial, LLC
N/A—87,631-87,631-100%$8.7M———
Capstone Financial Advisors, Inc.
N/A—87,126-87,126-100%$8.6M———
Arkadios Wealth Advisors
N/A—86,957-86,957-100%$8.6M———
City National Bank of Florida
N/A—84,500-84,500-100%$8.4M———
National Bank of Canada
N/A—84,051-84,051-100%$8.3M———
1607 Capital Partners, LLC
N/A—82,540-82,540-100%$8.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—81,168-81,168-100%$8.0M———
Van Hulzen Asset Management, LLC
N/A—78,753-78,753-100%$7.8M———
SG Americas Securities, LLC
N/A—78,467-78,467-100%$7.8M———
Regal Investment Advisors LLC
N/A—76,418-76,418-100%$7.6M———
AQR Capital Management LLC
N/A—76,005-76,005-100%$7.5M———
IHT Wealth Management, LLC
N/A—75,112-75,112-100%$7.4M———
Galaxy Digital Inc.
N/A—75,000-75,000-100%$7.4M———
All Terrain Financial Advisors, LLC
N/A—73,969-73,969-100%$7.3M———
Ameritas Advisory Services, LLC
N/A—73,599-73,599-100%$7.3M———
LGL Partners, LLC
N/A—73,550-73,550-100%$7.3M———
Ausdal Financial Partners, Inc.
N/A—73,512-73,512-100%$7.3M———
One Capital Management, LLC
N/A—73,243-73,243-100%$7.3M———
Astoria Strategic Wealth, Inc.
N/A—72,910-72,910-100%$7.2M———
Counterweight Ventures, LLC
N/A—72,592-72,592-100%$7.2M———
Systematic Alpha Investments, LLC
N/A—72,000-72,000-100%$7.1M———
ATLas Financial Planning LLC
N/A—71,104-71,104-100%$7.0M———
CBM Financial, LLC
N/A—70,820-70,820-100%$7.0M———
OneDigital Investment Advisors LLC
N/A—69,579-69,579-100%$6.9M———
Westwood Holdings Group Inc
N/A—68,705-68,705-100%$6.8M———
Element Wealth, LLC
N/A—63,580-63,580-100%$6.3M———
Whittier Trust Co
N/A—62,675-62,675-100%$6.2M———
Westfuller Advisors, LLC
N/A—62,578-62,578-100%$6.2M———
Johnson Financial Group, Inc.
N/A—62,078-62,078-100%$6.1M———
Modus Advisors, LLC
N/A—61,494-61,494-100%$6.1M———
Mutual Advisors, LLC
N/A—60,626-60,626-100%$6.0M———
BBR Partners, LLC
N/A—59,553-59,553-100%$5.9M———
Cary Street Partners Financial LLC
N/A—59,220-59,220-100%$5.9M———
Two Sigma Securities, LLC
N/A—58,958-58,958-100%$5.8M———
Invesco Ltd.
N/A—58,843-58,843-100%$5.8M———
Odyssey Group, LLC
N/A—58,819-58,819-100%$5.8M———
Teucrium Investment Advisors, LLC
N/A—57,979-57,979-100%$5.7M———
Shelter Mutual Insurance Co
N/A—57,660-57,660-100%$5.7M———
Eight 31 Financial, LLC
N/A—57,305-57,305-100%$5.7M———
Coign Capital Advisors LLC
N/A—57,088-57,088-100%$5.7M———
AE Wealth Management LLC
N/A—56,799-56,799-100%$5.6M———
Ancora Advisors LLCA
N/A—56,627-56,627-100%$5.6M———
Arbor Trust Wealth Advisors, LLC
N/A—55,170-55,170-100%$5.5M———
Wellington-Altus USA Inc.
N/A—55,052-55,052-100%$5.5M———
Independent Advisor Alliance
N/A—54,792-54,792-100%$5.4M———
Tobias Financial Advisors, Inc.
N/A—54,577-54,577-100%$5.4M———
FourThought Financial Partners, LLC
N/A—54,522-54,522-100%$5.4M———
MorganRosel Wealth Management, LLC
N/A—54,351-54,351-100%$5.4M———
Heartland Advisors Inc
N/A—53,502-53,502-100%$5.3M———
Kovack Advisors, Inc.
N/A—53,053-53,053-100%$5.2M———
RiverGlades Family Offices LLC
N/A—52,635-52,635-100%$5.2M———
Jackson, Grant Investment Advisers, Inc.
N/A—51,731-51,731-100%$5.1M———
Empower Advisory Group, LLC
N/A—51,725-51,725-100%$5.1M———
Oxinas Partners, LLC
N/A—50,846-50,846-100%$5.0M———
PFG Investments, LLC
N/A—50,330-50,330-100%$5.0M———
Cannon Wealth Management Services, LLC
N/A—50,246-50,246-100%$5.0M———
Sound View Wealth Advisors Group, LLC
N/A—48,449-48,449-100%$4.8M———
Snowden Capital Advisors LLC
N/A—46,603-46,603-100%$4.6M———
Millennium Management LLC
N/A—45,763-45,763-100%$4.5M———
Raffa Wealth Management, LLC
N/A—45,285-45,285-100%$4.5M———
Stock Yards Bank & Trust Co
N/A—45,079-45,079-100%$4.5M———
5T Wealth, LLC
N/A—44,979-44,979-100%$4.5M———
Forum Private Client Group LLC
N/A—44,761-44,761-100%$4.4M———
Pursuit Wealth Strategies, LLC
N/A—44,355-44,355-100%$4.4M———
Parallax Volatility Advisers, L.P.
N/A—43,651-43,651-100%$4.3M———
Focus Partners Advisor Solutions, LLC
N/A—43,194-43,194-100%$4.3M———
Vestwell Advisors, LLC
N/A—42,948-42,948-100%$4.3M———
DV Trading LLC
N/A—42,300-42,300-100%$4.2M———
Evercore Wealth Management, LLC
N/A—41,750-41,750-100%$4.1M———
Cadia Private Client LLC
N/A—41,451-41,451-100%$4.1M———
CreativeOne Wealth, LLC
N/A—40,768-40,768-100%$4.0M———
Wealth Management Associates, Inc.
N/A—39,976-39,976-100%$4.0M———
Delos Wealth Advisors, LLC
N/A—37,233-37,233-100%$3.7M———
Financial Strategies Group, Inc.
N/A—37,000-37,000-100%$3.6M———
Smith, Moore & Co.
N/A—36,802-36,802-100%$3.6M———
Tradition Wealth Management, LLC
N/A—36,065-36,065-100%$3.6M———
First National Bank of Omaha
N/A—35,256-35,256-100%$3.5M———
Cerity Partners Retirement Plan Advisors LLC
N/A—34,949-34,949-100%$3.5M———
Chandler Asset Management, Inc.
N/A—34,482-34,482-100%$3.4M———
Maxele Advisors, LLC
N/A—34,007-34,007-100%$3.4M———
First Trust Advisors LP
N/A—33,372-33,372-100%$3.3M———
Canal Capital Management, LLC
N/A—33,327-33,327-100%$3.3M———
EFG International AG
N/A—33,116-33,116-100%$3.3M———
Top Private Wealth Llc.
N/A—32,967-32,967-100%$3.3M———
Simmons Bank
N/A—32,773-32,773-100%$3.2M———
Advyzon Investment Management, LLC
N/A—32,615-32,615-100%$3.2M———
1ST Source Bank
N/A—32,378-32,378-100%$3.2M———
Kastel Capital Advisors, LLC
N/A—32,266-32,266-100%$3.2M———
Moneda S.A. Administradora General de Fondos
N/A—32,139-32,139-100%$3.2M———
Pettyjohn, Wood & White, Inc
N/A—32,116-32,116-100%$3.2M———
Private Wealth Asset Management, LLC
N/A—31,317-31,317-100%$3.1M———
Pitcairn Wealth Advisors LLC
N/A—30,861-30,861-100%$3.1M———
Dearborn Partners LLC
N/A—30,048-30,048-100%$3.0M———
Transamerica Financial Advisors, LLC
N/A—30,020-30,020-100%$3.0M———
First American Trust, FSB
N/A—29,881-29,881-100%$3.0M———
Blalock Williams, LLC
N/A—28,995-28,995-100%$2.9M———
Pointe Capital Management LLC
N/A—28,985-28,985-100%$2.9M———
Hilltop Holdings Inc.
N/A—28,840-28,840-100%$2.9M———
SlateStone Wealth, LLC
N/A—28,321-28,321-100%$2.8M———
FFT Wealth Management LLC
N/A—28,223-28,223-100%$2.8M———
Atlanta Consulting Group Advisors, LLC
N/A—27,751-27,751-100%$2.7M———
Capstone Wealth Management, Inc.
N/A—27,747-27,747-100%$2.7M———
Denali Advisors LLC
N/A—27,652-27,652-100%$2.7M———
Rehmann Capital Advisory Group
N/A—27,492-27,492-100%$2.7M———
Gateway Wealth Partners, LLC
N/A—27,328-27,328-100%$2.7M———
Lcnb Corp
N/A—27,310-27,310-100%$2.7M———
Sierra Capital LLC
N/A—27,201-27,201-100%$2.7M———
Jaffetilchin Investment Partners, LLC
N/A—26,995-26,995-100%$2.7M———
Integrated Investment Consultants, LLC
N/A—26,852-26,852-100%$2.7M———
Measured Wealth Private Client Group, LLC
N/A—26,494-26,494-100%$2.6M———
Liberty One Investment Management, LLC
N/A—26,400-26,400-100%$2.6M———
RIK Saylor Financial, Inc.
N/A—26,221-26,221-100%$2.6M———
Hollencrest Capital Management
N/A—25,929-25,929-100%$2.6M———
Voya Financial Advisors, Inc.
N/A—25,648-25,648-100%$2.5M———
Asset Management Group, Inc.
N/A—24,989-24,989-100%$2.5M———
Purpose Unlimited Inc.
N/A—24,853-24,853-100%$2.5M———
Richard W. Paul & Associates, LLC
N/A—24,744-24,744-100%$2.4M———
Alpha Capital Advisors Inc
N/A—24,459-24,459-100%$2.4M———
PSI Advisors, LLC
N/A—23,841-23,841-100%$2.4M———
Miller Capital Partners, Inc.
N/A—23,750-23,750-100%$2.4M———
Aptus Capital Advisors, LLC
N/A—23,237-23,237-100%$2.3M———
Vernal Point Advisors, LLC
N/A—23,009-23,009-100%$2.3M———
Keating Financial Advisory Services, Inc.
N/A—22,632-22,632-100%$2.2M———
Axis Wealth Partners, LLC
N/A—22,337-22,337-100%$2.2M———
Proficio Capital Partners LLC
N/A—22,292-22,292-100%$2.2M———
Gallagher Fiduciary Advisors, LLC
N/A—22,126-22,126-100%$2.2M———
Vident Advisory, LLC
N/A—22,108-22,108-100%$2.2M———
Berger Financial Group, Inc
N/A—21,739-21,739-100%$2.2M———
Compton Financial Group, LLC
N/A—21,514-21,514-100%$2.1M———
Strategic Wealth Partners, Ltd.
N/A—21,231-21,231-100%$2.1M———
Riverview Trust Co
N/A—21,200-21,200-100%$2.1M———
Orcam Financial Group
N/A—21,174-21,174-100%$2.1M———
Quadrature Capital Ltd
N/A—21,129-21,129-100%$2.1M———
Northstar Advisory Group, LLC
N/A—21,002-21,002-100%$2.1M———
Foundations Investment Advisors, LLC
N/A—20,831-20,831-100%$2.1M———
Strategic Financial Concepts, LLC
N/A—20,810-20,810-100%$2.1M———
Price T Rowe Associates Inc
N/A—20,669-20,669-100%$2.0M———
Empirical Asset Management, LLC
N/A—20,544-20,544-100%$2.0M———
Capital Investment Management, Inc.
N/A—20,474-20,474-100%$2.0M———
IFS Group,LLC
N/A—20,436-20,436-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—19,616-19,616-100%$1.9M———
Tradewinds, Llc.
N/A—19,377-19,377-100%$867.4K———
American Investment Services, Inc.
N/A—19,340-19,340-100%$1.9M———
First Washington Corp
N/A—19,338-19,338-100%$1.9M———
Jump Financial, LLC
N/A—19,208-19,208-100%$1.9M———
Olde Wealth Management, LLC
N/A—19,113-19,113-100%$1.9M———
Bowie Capital Management, LLC
N/A—19,000-19,000-100%$1.9M———
Federation des caisses Desjardins du Quebec
N/A—18,876-18,876-100%$1.9M———
Biondo Investment Advisors, LLC
N/A—18,686-18,686-100%$1.8M———
Gladstone Institutional Advisory LLC
N/A—18,478-18,478-100%$1.8M———
Alteri Wealth LLC
N/A—18,369-18,369-100%$1.8M———
JMG Financial Group, Ltd.
N/A—18,236-18,236-100%$1.8M———
Clarity Financial LLC
N/A—18,151-18,151-100%$1.8M———
Sentinel Wealth Management, Inc.
N/A—17,961-17,961-100%$1.8M———
Advocacy Wealth Management, LLC
N/A—17,815-17,815-100%$1.8M———
Cofg Advisors, LLC
N/A—17,372-17,372-100%$1.7M———
Bakala Capital LLC
N/A—17,184-17,184-100%$1.7M———
Magnolia Capital Advisors LLC
N/A—16,724-16,724-100%$1.7M———
Schiavi & Co LLC
N/A—16,637-16,637-100%$1.6M———
Everstar Asset Management, LLC
N/A—16,597-16,597-100%$334.8K———
WealthShield Partners, LLC
N/A—16,570-16,570-100%$1.6M———
Legacy Wealth Managment, LLC
N/A—16,428-16,428-100%$1.6M———
Pacific Financial Group Inc
N/A—16,415-16,415-100%$1.6M———
Presidio Capital Management, LLC
N/A—15,871-15,871-100%$1.6M———
Sun Financial Inc
N/A—15,669-15,669-100%$1.5M———
Hayek Kallen Investment Management
N/A—15,515-15,515-100%$1.5M———
Sandhill Capital Partners LLC
N/A—15,497-15,497-100%$1.5M———
Northeast Planning Associates, Inc. / NH /
N/A—15,443-15,443-100%$1.4M———
OneAscent Financial Services LLC
N/A—15,386-15,386-100%$1.5M———
Atlantic Union Bankshares Corp
N/A—14,755-14,755-100%$1.5M———
Capital Financial Group Inc\co\
N/A—14,638-14,638-100%$1.4M———
Dixon Mitchell Investment Counsel Inc.
N/A—14,277-14,277-100%$1.4M———
Rather & Kittrell, Inc.
N/A—14,154-14,154-100%$1.4M———
Legacy PCG, LLC
N/A—14,127-14,127-100%$1.4M———
CCG Wealth Management, LLC
N/A—13,937-13,937-100%$1.4M———
Perennial Investment Advisors, LLC
N/A—13,860-13,860-100%$1.4M———
First Manhattan Co. Llc.
N/A—13,848-13,848-100%$1.4M———
Faithward Advisors, LLC
N/A—13,840-13,840-100%$1.4M———
PAX Financial Group, LLC
N/A—13,830-13,830-100%$1.4M———
Fiduciary Financial Advisors
N/A—13,753-13,753-100%$1.4M———
BOK Financial Private Wealth, Inc.
N/A—13,711-13,711-100%$1.4M———
Curi Capital, LLC
N/A—13,302-13,302-100%$1.3M———
Phillips Wealth Planners LLC
N/A—13,117-13,117-100%$1.3M———
Providence Capital Advisors, LLC
N/A—13,091-13,091-100%$1.3M———
Conway Capital Management, Inc.
N/A—13,044-13,044-100%$1.3M———
South Plains Financial, Inc.
N/A—13,009-13,009-100%$1.3M———
Harvest Investment Services, LLC
N/A—12,539-12,539-100%$1.2M———
Affinity Investment Advisors, LLC
N/A—12,390-12,390-100%$1.2M———
Alesco Advisors, LLC, An ESL Co
N/A—12,372-12,372-100%$1.2M———
Carr Financial Group Corp
N/A—12,238-12,238-100%$1.2M———
Keebeck Wealth Management
N/A—12,156-12,156-100%$1.2M———
Brooks, Moore & Associates, Inc.
N/A—12,000-12,000-100%$1.2M———
Garrison Point Advisors, LLC
N/A—11,868-11,868-100%$1.2M———
Potomac Fund Management Inc
N/A—11,840-11,840-100%$1.2M———
Beacon Bridge Wealth Partners, LLC
N/A—11,840-11,840-100%$1.2M———
Ingalls & Snyder LLC
N/A—11,834-11,834-100%$1.2M———
Matters Capital LLC
N/A—11,503-11,503-100%$1.1M———
Whittier Trust Co of Nevada Inc
N/A—11,268-11,268-100%$1.1M———
GWN Securities Inc.
N/A—11,222-11,222-100%$1.1M———
S Harris Financial Group, LLC
N/A—11,106-11,106-100%$1.1M———
BFC Planning, Inc.
N/A—11,046-11,046-100%$1.1M———
17 Capital Partners, LLC
N/A—10,990-10,990-100%$1.1M———
Strategies Wealth Advisors, LLC
N/A—10,863-10,863-100%$1.1M———
Stratos Investment Management, LLC
N/A—10,801-10,801-100%$1.1M———
Rockbridge Investment Management, LCC
N/A—10,799-10,799-100%$1.1M———
Glen Eagle Advisors, LLC
N/A—10,797-10,797-100%$1.1M———
Tower Research Capital LLC (TRC)
N/A—10,650-10,650-100%$1.1M———
V2 Financial group LLC
N/A—10,560-10,560-100%$1.0M———
Hanover Advisors Inc
N/A—10,471-10,471-100%$1.0M———
Yukon Wealth Management, Inc.
N/A—10,395-10,395-100%$1.0M———
BTC Capital Management, Inc.
N/A—10,340-10,340-100%$1.0M———
E-Wealth Partners, LLC
N/A—10,293-10,293-100%$1.0M———
Performance Wealth Partners, LLC
N/A—10,262-10,262-100%$1.0M———
M1 Capital Management LLC
N/A—10,211-10,211-100%$1.0M———
Northwest Bancshares, Inc.
N/A—10,151-10,151-100%$1.0M———
XTX Topco Ltd
N/A—9,789-9,789-100%$968.9K———
C M Bidwell & Associates LTD
N/A—9,586-9,586-100%$948.8K———
RED Reef Advisors LLC
N/A—9,549-9,549-100%$945.2K———
VestGen Investment Management
N/A—9,498-9,498-100%$940.1K———
Sovereign Financial Group, Inc.
N/A—9,484-9,484-100%$938.7K———
Tolleson Wealth Management, Inc.
N/A—9,423-9,423-100%$932.7K———
Investment Advisory Group, LLC
N/A—9,355-9,355-100%$926.0K———
HighMark Wealth Management LLC
N/A—9,230-9,230-100%$913.6K———
Madison Wealth Partners, Inc
N/A—9,151-9,151-100%$905.8K———
Capital Analysts, LLC
N/A—9,065-9,065-100%$898.0K———
Nomura Asset Management Co LTD
N/A—8,870-8,870-100%$878.0K———
Becker Capital Management Inc
N/A—8,761-8,761-100%$867.2K———
Crux Wealth Advisors
N/A—8,330-8,330-100%$824.5K———
Ethos Financial Group, LLC
N/A—8,330-8,330-100%$812.6K———
Atlantic Family Wealth, LLC
N/A—8,253-8,253-100%$816.9K———
Vantus Wealth LLC
N/A—8,054-8,054-100%$797.2K———
Rock Point Advisors, LLC
N/A—8,036-8,036-100%$795.4K———
Mpwm Advisory Solutions, LLC
N/A—7,981-7,981-100%$790.0K———
NWK Group, Inc.
N/A—7,646-7,646-100%$756.8K———
Cvfg LLC
N/A—7,323-7,323-100%$724.8K———
Advisory Alpha, LLC
N/A—7,209-7,209-100%$713.7K———
Mayflower Financial Advisors, LLC
N/A—7,160-7,160-100%$708.7K———
Dunhill Financial, LLC
N/A—7,140-7,140-100%$706.8K———
1015 Capital Partners, LLC
N/A—7,109-7,109-100%$703.6K———
MRP Capital Investments, LLC
N/A—7,085-7,085-100%$701.3K———
Lifeworks Advisors, LLC
N/A—7,018-7,018-100%$694.6K———
Per Stirling Capital Management, Llc.
N/A—6,997-6,997-100%$692.6K———
Madden Advisory Services, Inc.
N/A—6,994-6,994-100%$692.3K———
Evernest Financial Advisors, LLC
N/A—6,969-6,969-100%$689.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,874-6,874-100%$680.3K———
Farmers National Bank
N/A—6,720-6,720-100%$665.1K———
J.E. Simmons & Co., P.C.
N/A—6,669-6,669-100%$660.1K———
49 Wealth Management, LLC
N/A—6,664-6,664-100%$659.6K———
Alongside, LLC
N/A—6,664-6,664-100%$659.6K———
Aurdan Capital Management, LLC
N/A—6,650-6,650-100%$658.2K———
Talon Private Wealth, LLC
N/A—6,574-6,574-100%$650.7K———
Berkeley Capital Partners, LLC
N/A—6,560-6,560-100%$649.3K———
PMG Wealth Management, Inc.
N/A—6,500-6,500-100%$643.4K———
Tulsa Wealth Advisors, Inc
N/A—6,470-6,470-100%$640.4K———
Kerr Financial Planning Corp
N/A—6,381-6,381-100%$631.5K———
Blue Edge Capital, LLC
N/A—6,302-6,302-100%$623.8K———
Dover Advisors, LLC
N/A—6,179-6,179-100%$617.2K———
Texas Yale Capital Corp.
N/A—6,148-6,148-100%$608.5K———
Pennington Partners & Co., LLC
N/A—6,132-6,132-100%$606.9K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—6,124-6,124-100%$606.2K———
Beta Wealth Group, Inc.
N/A—5,982-5,982-100%$592.1K———
Crewe Advisors LLC
N/A—5,973-5,973-100%$591.2K———
Fidelis Capital Partners, LLC
N/A—5,911-5,911-100%$585.1K———
Calton & Associates, Inc.
N/A—5,878-5,878-100%$581.8K———
Redwood Investment Management, LLC
N/A—5,813-5,813-100%$575.0K———
Strategic Financial Services, Inc.
N/A—5,765-5,765-100%$570.6K———
OAK Associates LTD
N/A—5,751-5,751-100%$569.2K———
Planwiser Financial, LLC
N/A—5,721-5,721-100%$566.3K———
Palumbo Wealth Management LLC
N/A—5,710-5,710-100%$565.2K———
Genesis Wealth Advisors, LLC
N/A—5,633-5,633-100%$557.6K———
Flputnam Investment Management Co
N/A—5,623-5,623-100%$557.8K———
Guardian Wealth Advisors, LLC / NC
N/A—5,482-5,482-100%$542.6K———
Haverford Trust Co
N/A—5,454-5,454-100%$539.8K———
Timber Creek Capital Management LLC
N/A—5,410-5,410-100%$535.5K———
Seascape Capital Management
N/A—5,370-5,370-100%$532.0K———
Choate Investment Advisors
N/A—5,264-5,264-100%$521.0K———
Proffitt & Goodson Inc
N/A—5,248-5,248-100%$519.4K———
Bogart Wealth, LLC
N/A—5,159-5,159-100%$510.6K———
FAS Wealth Partners, Inc.
N/A—5,142-5,142-100%$509.0K———
AssuredPartners Investment Advisors, LLC
N/A—5,020-5,020-100%$496.9K———
Peapack Gladstone Financial Corp
N/A—5,003-5,003-100%$495.0K———
Hopwood Nicholas Hunter
N/A—4,992-4,992-100%$494.1K———
Clare Market Investments LLC
N/A—4,985-4,985-100%$493.4K———
Larch Capital Partners LLC
N/A—4,955-4,955-100%$490.4K———
BlueStem Wealth Partners, LLC
N/A—4,952-4,952-100%$490.1K———
Balanced Rock Investment Advisors LLC
N/A—4,949-4,949-100%$489.9K———
Resurgent Financial Advisors LLC
N/A—4,937-4,937-100%$488.7K———
Tailwinds Wealth, LLC
N/A—4,932-4,932-100%$488.1K———
Brasada Capital Management, LP
N/A—4,837-4,837-100%$478.8K———
Continuum Advisory, LLC
N/A—4,825-4,825-100%$477.5K———
Manufacturers Life Insurance Company, the
N/A—4,763-4,763-100%$471.4K———
Prudential PLC
N/A—4,675-4,675-100%$462.7K———
IMA Advisory Services, Inc.
N/A—4,661-4,661-100%$461.3K———
Heartland Bank & Trust Co
N/A—4,655-4,655-100%$460.8K———
Boston Research & Management Inc
N/A—4,628-4,628-100%$458.1K———
Ridge Creek Global, Inc
N/A—4,601-4,601-100%$455.4K———
Cascade Financial Partners, LLC
N/A—4,552-4,552-100%$450.6K———
Valley Financial Group, Inc.
N/A—4,441-4,441-100%$439.6K———
Hilltop Partners LLC
N/A—4,423-4,423-100%$437.8K———
Callan Family Office, LLC
N/A—4,321-4,321-100%$427.7K———
FWG Holdings, LLC
N/A—4,310-4,310-100%$420.1K———
Hills Bank & Trust Co
N/A—4,216-4,216-100%$417.3K———
LM Advisors LLC
N/A—4,186-4,186-100%$415.0K———
New World Advisors LLC
N/A—4,174-4,174-100%$413.1K———
Fourth Dimension Wealth, LLC
N/A—4,162-4,162-100%$412.0K———
Synergy Financial Group, LTD
N/A—4,150-4,150-100%$410.8K———
Avenir Corp
N/A—4,084-4,084-100%$404.2K———
WealthCollab, LLC
N/A—4,082-4,082-100%$404.0K———
Pine Ridge Advisers LLC
N/A—4,048-4,048-100%$400.6K———
Consolidated Portfolio Review Corp
N/A—4,048-4,048-100%$400.6K———
EWA, LLC
N/A—3,999-3,999-100%$395.8K———
Centric Wealth Management
N/A—3,987-3,987-100%$393.1K———
German American Bancorp, Inc.
N/A—3,980-3,980-100%$393.9K———
One Wealth Management Investment & Advisory Services, LLC
N/A—3,968-3,968-100%$392.8K———
North Dallas Bank & Trust Co
N/A—3,940-3,940-100%$390.0K———
Coastal Bridge Advisors, LLC
N/A—3,897-3,897-100%$385.7K———
SSA Swiss Advisors AG
N/A—3,890-3,890-100%$385.0K———
American Trust
N/A—3,861-3,861-100%$382.2K———
Advance Capital Management, Inc.
N/A—3,790-3,790-100%$375.1K———
Tudor Investment Corp ET AL
N/A—3,774-3,774-100%$373.6K———
Financial Sense Advisors, Inc.
N/A—3,732-3,732-100%$369.4K———
Klcm Advisors, Inc.
N/A—3,729-3,729-100%$369.1K———
Cornerstone Financial Group, LLC
N/A—3,724-3,724-100%$368.6K———
SSI Investment Management LLC
N/A—3,720-3,720-100%$368.2K———
Storgate, LLC
N/A—3,698-3,698-100%$366.0K———
Note Advisors, LLC
N/A—3,695-3,695-100%$365.7K———
Sykon Capital LLC
N/A—3,688-3,688-100%$365.0K———
Rothschild Investment LLC
N/A—3,687-3,687-100%$365.0K———
SOA Wealth Advisors, Llc.
N/A—3,676-3,676-100%$363.9K———
Strategic Investment Solutions, Inc.
N/A—3,674-3,674-100%$363.6K———
SIH Partners, Lllp
N/A—3,620-3,620-100%$358.3K———
Plum Street Advisors, LLC
N/A—3,611-3,611-100%$357.4K———
Centaurus Financial, Inc.
N/A—3,606-3,606-100%$357.0K———
Wood Tarver Financial Group, LLC
N/A—3,469-3,469-100%$343.0K———
Topsail Wealth Management, LLC
N/A—3,455-3,455-100%$341.9K———
Edmond de Rothschild Holding S.A.
N/A—3,449-3,449-100%$341.4K———
Brand Asset Management Group, Inc.
N/A—3,433-3,433-100%$339.8K———
Karpus Management, Inc.
N/A—3,385-3,385-100%$335.0K———
Westshore Wealth, LLC
N/A—3,334-3,334-100%$330.0K———
ST Germain D J Co Inc
N/A—3,320-3,320-100%$328.6K———
Petix & Botte Co
N/A—3,296-3,296-100%$326.3K———
Quantum Portfolio Management LLC
N/A—3,264-3,264-100%$323.1K———
Index Technologies Group LLC
N/A—3,264-3,264-100%$323.1K———
SHP Wealth Management
N/A—3,254-3,254-100%$322.1K———
Stelac Advisory Services LLC
N/A—3,136-3,136-100%$310.4K———
Strategic Investment Advisors / MI
N/A—3,128-3,128-100%$309.6K———
Tyche Wealth Partners LLC
N/A—3,061-3,061-100%$303.0K———
Caerus Investment Advisors, LLC
N/A—3,047-3,047-100%$301.8K———
HFG Advisors, Inc.
N/A—3,044-3,044-100%$301.3K———
Millstone Evans Group, LLC
N/A—3,011-3,011-100%$298.0K———
Chancellor Financial Group WB LP
N/A—2,986-2,986-100%$295.6K———
Bank OZK
N/A—2,967-2,967-100%$293.7K———
Allianz Asset Management GmbH
N/A—2,932-2,932-100%$290.2K———
Castle Wealth Management LLC
N/A—2,902-2,902-100%$287.2K———
Elite Financial, Inc.
N/A—2,850-2,850-100%$282.0K———
Operose Advisors LLC
N/A—2,847-2,847-100%$281.8K———
Anchor Investment Management, LLC
N/A—2,808-2,808-100%$278.0K———
Kiley Juergens Wealth Management, LLC
N/A—2,792-2,792-100%$276.4K———
Stonebridge Capital Advisors LLC
N/A—2,785-2,785-100%$275.7K———
Hilltop Wealth Advisors, LLC
N/A—2,768-2,768-100%$274.0K———
Financial Advisors Network, Inc.
N/A—2,749-2,749-100%$272.1K———
New Republic Capital, LLC
N/A—2,713-2,713-100%$268.5K———
Hobbs Group Advisors, LLC
N/A—2,667-2,667-100%$264.0K———
Holistic Financial Partners
N/A—2,613-2,613-100%$258.6K———
Northstar Financial Companies, Inc.
N/A—2,610-2,610-100%$258.4K———
Hexagon Capital Partners LLC
N/A—2,606-2,606-100%$257.9K———
Thomasville National Bank
N/A—2,605-2,605-100%$257.8K———
AFT, Forsyth & Company, Inc.
N/A—2,585-2,585-100%$255.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—2,585-2,585-100%$255.9K———
Protective Life Corp
N/A—2,581-2,581-100%$255.5K———
Bravias Capital Group, LLC
N/A—2,566-2,566-100%$254.0K———
Founders Financial Alliance, LLC
N/A—2,565-2,565-100%$253.9K———
Icon Wealth Advisors, LLC
N/A—2,564-2,564-100%$253.8K———
Boston Family Office LLC
N/A—2,500-2,500-100%$247.0K———
Landing Point Financial Group, LLC
N/A—2,499-2,499-100%$247.3K———
Ballentine Partners, LLC
N/A—2,482-2,482-100%$245.6K———
WealthTrust Axiom LLC
N/A—2,423-2,423-100%$239.8K———
Cary Street Partners Investment Advisory LLC
N/A—2,414-2,414-100%$239.0K———
Mission Creek Capital Partners, Inc.
N/A—2,379-2,379-100%$235.4K———
Aspen Capital Management, LLC
N/A—2,364-2,364-100%$234.0K———
Morris Financial Concepts, Inc.
N/A—2,354-2,354-100%$233.0K———
Cahill Financial Advisors Inc
N/A—2,352-2,352-100%$232.8K———
Daner Wealth Management, LLC
N/A—2,280-2,280-100%$222.7K———
Fortune Financial Advisors, LLC
N/A—2,271-2,271-100%$224.8K———
Brookwood Investment Group LLC
N/A—2,270-2,270-100%$224.7K———
American Financial Advisors, LLC
N/A—2,255-2,255-100%$223.2K———
Innovative Asset Advisors Group, LLC
N/A—2,231-2,231-100%$220.8K———
SageGuard Financial Group, LLC
N/A—2,205-2,205-100%$218.3K———
Keystone Financial Group
N/A—2,199-2,199-100%$217.7K———
Essex Financial Services, Inc.
N/A—2,184-2,184-100%$216.1K———
Spreng Capital Management, Inc.
N/A—2,152-2,152-100%$213.0K———
Invst, LLC
N/A—2,134-2,134-100%$211.2K———
Stonebridge Financial Group, LLC
N/A—2,126-2,126-100%$210.0K———
Pasadena Private Wealth, LLC
N/A—2,083-2,083-100%$206.2K———
Naviter Wealth, LLC
N/A—2,070-2,070-100%$204.9K———
LaSalle St. Investment Advisors, LLC
N/A—2,065-2,065-100%$204.4K———
Cape COD Five Cents Savings Bank
N/A—2,061-2,061-100%$204.0K———
OneAscent Wealth Management LLC
N/A—2,048-2,048-100%$202.7K———
Vanguard Advisers Inc
N/A—1,990-1,990-100%$196.9K———
FWL Investment Management, LLC
N/A—1,963-1,963-100%$194.3K———
Synergy Investment Management, LLC
N/A—1,834-1,834-100%$181.5K———
Matrix Private Capital Group LLC
N/A—1,744-1,744-100%$172.6K———
Delta Asset Management LLC
N/A—1,725-1,725-100%$170.7K———
Crews Bank & Trust
N/A—1,688-1,688-100%$167.1K———
HHM Wealth Advisors, LLC
N/A—1,574-1,574-100%$155.8K———
Ameriflex Group, Inc.
N/A—1,514-1,514-100%$149.9K———
Oxford Financial Group, Ltd. LLC
N/A—1,368-1,368-100%$135.4K———
Atomic Invest LLC
N/A—1,314-1,314-100%$130.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,290-1,290-100%$127.7K———
Integrity Financial Corp
N/A—1,267-1,267-100%$125.4K———
Coppell Advisory Solutions LLC
N/A—1,217-1,217-100%$291.9K———
Pinney & Scofield, Inc.
N/A—1,192-1,192-100%$118.0K———
Banque Cantonale Vaudoise
N/A—1,100-1,100-100%$109.0K———
Consultiva Wealth Management, Corp.
N/A—1,085-1,085-100%$107.4K———
SkyView Investment Advisors, LLC
N/A—1,000-1,000-100%$99.0K———
Rialto Wealth Management, LLC
N/A—992-992-100%$98.2K———
Beaird Harris Wealth Management, LLC
N/A—988-988-100%$97.7K———
Medallion Wealth Advisors, LLC
N/A—899-899-100%$89.0K———
Forum Finance Group S.A.
N/A—880-880-100%$70———
Howe & Rusling Inc
N/A—805-805-100%$79.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—759-759-100%$75.1K———
Avalon Trust Co
N/A—700-700-100%$69.3K———
Basepoint Wealth LLC
N/A—690-690-100%$68.3K———
Vanguard National Trust Co
N/A—618-618-100%$61.2K———
Caitlin John, LLC
N/A—613-613-100%$60.7K———
Prestige Wealth Management Group LLC
N/A—497-497-100%$49.2K———
Manning & Napier Advisors LLC
N/A—473-473-100%$47.0K———
Frazier Financial Advisors, LLC
N/A—451-451-100%$44.6K———
ESL Trust Services, LLC
N/A—369-369-100%$36.5K———
Nepc LLC
N/A—362-362-100%$35.8K———
Boreal Capital Management LLC
N/A—340-340-100%$33.7K———
Copia Wealth Management
N/A—331-331-100%$32.8K———
Punch & Associates Investment Management, Inc.
N/A—300-300-100%$29.7K———
Wiser Advisor Group LLC
N/A—296-296-100%$29.3K———
Mcguire Capital Advisors Inc
N/A—276-276-100%$27.3K———
Regatta Research & Money Management
N/A—275-275-100%$27.2K———
HFM Investment Advisors, LLC
N/A—266-266-100%$26.3K———
Logan Capital Management Inc
N/A—202-202-100%$20.0K———
one8zero8, LLC
N/A—200-200-100%$19.8K———
LRI Investments, LLC
N/A—195-195-100%$19.3K———
Oakmont Advisory Group, LLC
N/A—195-195-100%$19.3K———
Aventura Private Wealth, LLC
N/A—186-186-100%$18.4K———
Chesapeake Asset Management LLC
N/A—141-141-100%$14.0K———
Nova Wealth Management, Inc.
N/A—126-126-100%$12.5K———
Tanglewood Legacy Advisors, LLC
N/A—123-123-100%$12.2K———
New England Asset Management Inc
N/A—50-50-100%$4.9K———
Ogorek Anthony Joseph
N/A—48-48-100%$4———
Front Row Advisors LLC
N/A—27-27-100%$2.6K———
Timbuktu Capital Management, LLC
N/A—26-26-100%$2.6K———
Gould Capital, LLC
N/A—25-25-100%$2.5K———
1 North Wealth Services LLC
N/A—18-18-100%$1.8K———
Glassman Wealth Services
N/A—16-16-100%$1.6K———
Core Capital Management & Research, inc.
N/A—15-15-100%$1.5K———
Napier Financial, LLC
N/A—13-13-100%$1.3K———
GE Investment Management Corp.
N/A—10-10-100%$990———
Financial Gravity Companies, Inc.
N/A—7-7-100%$693———
Kilter Group LLC
N/A—4-4-100%$396———
Longview Financial Advisors LLC
N/A—3-3-100%$297———
Abound Financial, LLC
N/A—2-2-100%$198———
Showing 2202 of 2202 institutions