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Ishares S&P 500 Growth ETF (IVW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
INCREASED
Shares3,872,744 from 3,868,755
Change+3,989 (+0%)
Value$550.9K (-$531.5M)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares3,832,082 from 3,637,150
Change+194,932 (+5%)
Value$545.2M (+$44.9M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares2,676,115 from 3,084,786
Change-408,671 (-13%)
Value$380.7M (-$43.5M)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares2,568,000 from 2,617,108
Change-49,108 (-2%)
Value$365.3M (+$5.4M)
Filed 2026-11-05
Sofi Wealth, LLC
INCREASED
Shares2,362,672 from 2,349,051
Change+13,621 (+1%)
Value$336.1M (+$13.0M)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares2,119,540 from 2,000,012
Change+119,528 (+6%)
Value$301.5M (+$26.5M)
Filed 2026-11-05
HB Wealth Management, LLC
DECREASED
Shares2,112,741 from 2,200,705
Change-87,964 (-4%)
Value$300.6M (-$2.1M)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares1,455,655 from 1,389,402
Change+66,253 (+5%)
Value$207.3M (+$16.7M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares1,414,685 from 1,429,702
Change-15,017 (-1%)
Value$201.3M (+$4.6M)
Filed 2026-11-05
JB Capital LLC
INCREASED
Shares1,306,993 from 1,295,626
Change+11,367 (+1%)
Value$185.9M (+$7.7M)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares1,167,274 from 1,142,608
Change+24,666 (+2%)
Value$166.1M (+$8.9M)
Filed 2026-10-30
Calamos Wealth Management LLC
INCREASED
Shares1,148,900 from 1,147,615
Change+1,285 (+0%)
Value$163.4M (+$5.6M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,130,737 from 1,121,121
Change+9,616 (+1%)
Value$160.9K (-$154.0M)
Filed 2026-11-02
LVZ, Inc.
DECREASED
Shares1,023,969 from 1,036,902
Change-12,933 (-1%)
Value$145.7M (+$3.1M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares1,011,319 from 861,433
Change+149,886 (+17%)
Value$143.9M (+$25.4M)
Filed 2026-11-02
Courier Capital LLC
DECREASED
Shares884,176 from 918,582
Change-34,406 (-4%)
Value$125.8M (-$549.6K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares843,079 from 595,611
Change+247,468 (+42%)
Value$119.9M (+$38.0M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares762,433 from 647,650
Change+114,783 (+18%)
Value$109.5M (+$19.8M)
Filed 2026-10-13
Triad Wealth Partners, LLC
INCREASED
Shares750,482 from 697,889
Change+52,593 (+8%)
Value$106.8M (+$10.3M)
Filed 2026-10-26
Encompass Wealth Advisors, LLC
INCREASED
Shares739,776 from 368,443
Change+371,333 (+101%)
Value$105.2M (+$54.6M)
Filed 2026-10-15
Ascent Group, LLC
INCREASED
Shares737,756 from 736,912
Change+844 (+0%)
Value$105.0M (+$3.6M)
Filed 2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares713,836 from 762,341
Change-48,505 (-6%)
Value$101.6M (-$3.3M)
Filed 2026-10-14
Keybank National Association
INCREASED
Shares707,370 from 699,654
Change+7,716 (+1%)
Value$100.6M (+$4.4M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares679,963 from 671,647
Change+8,316 (+1%)
Value$96.7M (+$4.4M)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares631,907 from 625,957
Change+5,950 (+1%)
Value$89.9M (+$3.8M)
Filed 2026-10-28
Stegner Investment Associates Inc.
INCREASED
Shares620,907 from 608,731
Change+12,176 (+2%)
Value$88.3M (+$4.6M)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares614,252 from 603,475
Change+10,777 (+2%)
Value$87.4M (+$4.4M)
Filed 2026-10-15
Salomon & Ludwin, LLC
DECREASED
Shares575,635 from 578,289
Change-2,654 (0%)
Value$81.9M (+$2.7M)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares568,645 from 578,774
Change-10,129 (-2%)
Value$80.9M (+$1.3M)
Filed 2026-11-05
SilverOak Wealth Management LLC
DECREASED
Shares536,178 from 559,953
Change-23,775 (-4%)
Value$76.3M (-$733.7K)
Filed 2026-10-29
West Wealth Group, LLC
INCREASED
Shares511,976 from 486,868
Change+25,108 (+5%)
Value$72.8M (+$5.9M)
Filed 2026-10-14
North Star Investment Management Corp.
DECREASED
Shares502,331 from 505,966
Change-3,635 (-1%)
Value$71.5M (+$1.9M)
Filed 2026-10-27
Probity Advisors, Inc.
DECREASED
Shares483,040 from 489,655
Change-6,615 (-1%)
Value$68.7M (+$1.4M)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares449,951 from 407,199
Change+42,752 (+11%)
Value$64.0M (+$8.0M)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares445,583 from 438,642
Change+6,941 (+2%)
Value$63.4M (+$3.1M)
Filed 2026-10-28
Midland Wealth Advisors, LLC
DECREASED
Shares431,259 from 480,380
Change-49,121 (-10%)
Value$61.4M (-$4.7M)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares409,681 from 427,683
Change-18,002 (-4%)
Value$58.3M (-$559.6K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares391,634 from 402,802
Change-11,168 (-3%)
Value$55.7M (+$316.5K)
Filed 2026-10-28
ShoreHaven Wealth Partners, LLC
INCREASED
Shares388,265 from 373,246
Change+15,019 (+4%)
Value$55.2M (+$3.9M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares380,038 from 299,260
Change+80,778 (+27%)
Value$54.1M (+$12.9M)
Filed 2026-10-16
Sharkey, Howes & Javer
INCREASED
Shares374,115 from 369,845
Change+4,270 (+1%)
Value$53.2M (+$2.4M)
Filed 2026-10-22
Lee Financial Co
INCREASED
Shares355,775 from 354,953
Change+822 (+0%)
Value$50.6M (+$1.8M)
Filed 2026-10-16
Connecticut Wealth Management, LLC
DECREASED
Shares351,816 from 351,996
Change-180 (0%)
Value$50.0M (+$1.6M)
Filed 2026-10-13
CGC Financial Services, LLC
DECREASED
Shares342,313 from 342,936
Change-623 (0%)
Value$48.7M (+$1.5M)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares341,037 from 294,758
Change+46,279 (+16%)
Value$48.5M (+$8.0M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares339,463 from 332,923
Change+6,540 (+2%)
Value$48.3M (+$2.5M)
Filed 2026-11-05
Financial Life Advisors
INCREASED
Shares338,408 from 337,681
Change+727 (+0%)
Value$48.1M (+$1.7M)
Filed 2026-10-14
Foundation Wealth Management, LLC
DECREASED
Shares336,218 from 336,974
Change-756 (0%)
Value$47.8M (+$1.5M)
Filed 2026-10-22
LMG Wealth Partners, LLC
INCREASED
Shares333,322 from 332,814
Change+508 (+0%)
Value$47.4M (+$1.6M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares332,750 from 329,558
Change+3,192 (+1%)
Value$47.3M (+$2.0M)
Filed 2026-10-08
Busey Bank
INCREASED
Shares327,914 from 324,477
Change+3,437 (+1%)
Value$46.6M (+$2.0M)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares315,962 from 312,079
Change+3,883 (+1%)
Value$44.9M (+$2.0M)
Filed 2026-10-29
Stone House Investment Management, LLC
INCREASED
Shares314,898 from 303,365
Change+11,533 (+4%)
Value$44.8M (+$3.1M)
Filed 2026-10-23
1834 Investment Advisors Co
DECREASED
Shares312,344 from 320,486
Change-8,142 (-3%)
Value$44.4M (+$357.6K)
Filed 2026-10-16
Plancorp, LLC
INCREASED
Shares311,609 from 154,385
Change+157,224 (+102%)
Value$41.9M (+$20.8M)
Filed 2026-11-03
Marks Group Wealth Management, Inc
INCREASED
Shares310,342 from 280,897
Change+29,445 (+10%)
Value$44.1M (+$5.5M)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
DECREASED
Shares310,279 from 312,983
Change-2,704 (-1%)
Value$44.1M (+$1.1M)
Filed 2026-10-16
Greenleaf Trust
DECREASED
Shares308,231 from 311,771
Change-3,540 (-1%)
Value$43.8M (+$971.1K)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
INCREASED
Shares304,085 from 294,370
Change+9,715 (+3%)
Value$43.3M (+$2.8M)
Filed 2026-10-22
Amarillo National Bank
INCREASED
Shares292,240 from 292,223
Change+17 (+0%)
Value$41.6M (+$1.4M)
Filed 2026-10-23
Bokf, NA
DECREASED
Shares284,222 from 299,207
Change-14,985 (-5%)
Value$40.4M (-$716.5K)
Filed 2026-10-27
Sterling Investment Counsel, LLC
DECREASED
Shares281,178 from 287,866
Change-6,688 (-2%)
Value$40.0M (+$410.2K)
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
INCREASED
Shares278,293 from 266,035
Change+12,258 (+5%)
Value$39.6M (+$3.0M)
Filed 2026-10-23
Powell Investment Advisors, LLC
DECREASED
Shares277,206 from 279,385
Change-2,179 (-1%)
Value$39.4M (+$1.0M)
Filed 2026-10-22
Kwmg, LLC
INCREASED
Shares269,693 from 263,478
Change+6,215 (+2%)
Value$38.4M (+$2.1M)
Filed 2026-10-07
Diversify Advisory Services, LLC
INCREASED
Shares268,372 from 200,338
Change+68,034 (+34%)
Value$38.0M (+$11.5M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares268,372 from 200,338
Change+68,034 (+34%)
Value$38.0M (+$11.5M)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
INCREASED
Shares268,163 from 261,956
Change+6,207 (+2%)
Value$38.1M (+$2.3M)
Filed 2026-11-02
Swmg, LLC
INCREASED
Shares266,796 from 252,257
Change+14,539 (+6%)
Value$36.6M (+$1.8M)
Filed 2026-10-23
First Merchants Corp
INCREASED
Shares258,329 from 256,893
Change+1,436 (+1%)
Value$36.7M (+$1.4M)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares258,251 from 269,980
Change-11,729 (-4%)
Value$36.7M (-$391.6K)
Filed 2026-10-16
SWF LLC
NEW
Shares253,851
Change+253,851
Value$36.1M
Filed 2026-11-05
Detalus Advisors, LLC
INCREASED
Shares253,712 from 253,147
Change+565 (+0%)
Value$36.1M (+$1.3M)
Filed 2026-10-15
Pettinga Financial Advisors LLC
DECREASED
Shares250,753 from 254,988
Change-4,235 (-2%)
Value$35.7M (+$603.6K)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares247,805 from 258,194
Change-10,389 (-4%)
Value$35.3M (-$256.7K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares247,348 from 252,052
Change-4,704 (-2%)
Value$35.2M (+$523.0K)
Filed 2026-10-13
MV Capital Management, Inc.
DECREASED
Shares246,853 from 264,100
Change-17,247 (-7%)
Value$35.1M (-$1.2M)
Filed 2026-10-29
SteelPeak Wealth, LLC
DECREASED
Shares245,756 from 257,599
Change-11,843 (-5%)
Value$35.0M (-$466.4K)
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares245,688 from 263,593
Change-17,905 (-7%)
Value$35.0M (-$1.3M)
Filed 2026-10-22
ADG Wealth Management Group, LLC
INCREASED
Shares241,345 from 240,689
Change+656 (+0%)
Value$34.3M (+$1.2M)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares240,918 from 148,989
Change+91,929 (+62%)
Value$34.3M (+$13.8M)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares234,393 from 230,758
Change+3,635 (+2%)
Value$33.3M (+$1.6M)
Filed 2026-10-20
Avior Wealth Management, LLC
DECREASED
Shares231,355 from 239,337
Change-7,982 (-3%)
Value$32.9M (-$3.5K)
Filed 2026-10-13
Security Financial Services, Inc.
DECREASED
Shares229,046 from 240,119
Change-11,073 (-5%)
Value$32.6M (-$439.5K)
Filed 2026-10-29
Hemming& Wealth Management, Inc.
INCREASED
Shares227,289 from 220,223
Change+7,066 (+3%)
Value$32.3M (+$2.0M)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares227,174 from 227,378
Change-204 (0%)
Value$32.3M (+$1.0M)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares220,412 from 203,002
Change+17,410 (+9%)
Value$31.4M (+$3.4M)
Filed 2026-10-23
Droms Strauss Advisors Inc
DECREASED
Shares219,924 from 226,859
Change-6,935 (-3%)
Value$31.3M (+$86.5K)
Filed 2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares217,733 from 205,261
Change+12,472 (+6%)
Value$31.0M (+$2.7M)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares216,101 from 213,749
Change+2,352 (+1%)
Value$30.7M (+$1.3M)
Filed 2026-10-29
Inlight Wealth Management, LLC
UNCHANGED
Shares210,897 from 210,897
Change0 (0%)
Value$210.9K ($0)
Filed 2026-10-21
First Hawaiian Bank
DECREASED
Shares210,880 from 215,993
Change-5,113 (-2%)
Value$30.0M (+$294.3K)
Filed 2026-10-14
Spire Wealth Management
INCREASED
Shares210,475 from 209,006
Change+1,469 (+1%)
Value$29.9M (+$1.2M)
Filed 2026-10-30
TD Private Client Wealth LLC
INCREASED
Shares208,712 from 208,318
Change+394 (+0%)
Value$29.7M (+$1.0M)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares207,095 from 192,433
Change+14,662 (+8%)
Value$29.5M (+$3.0M)
Filed 2026-11-03
Instrumental Wealth, LLC
INCREASED
Shares203,061 from 194,694
Change+8,367 (+4%)
Value$28.9M (+$2.1M)
Filed 2026-10-20
Citizens Financial Group Inc
DECREASED
Shares203,035 from 218,740
Change-15,705 (-7%)
Value$28.9M (-$1.2M)
Filed 2026-10-23
Patton Albertson Miller Group, LLC
INCREASED
Shares196,400 from 182,247
Change+14,153 (+8%)
Value$27.9M (+$2.9M)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares195,851 from 189,809
Change+6,042 (+3%)
Value$27.9M (+$1.8M)
Filed 2026-10-28
Frontier Asset Management, LLC
DECREASED
Shares194,989 from 197,805
Change-2,816 (-1%)
Value$27.7M (+$535.0K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
DECREASED
Shares191,628 from 193,024
Change-1,396 (-1%)
Value$27.3M (+$714.5K)
Filed 2026-10-15
Kelly Financial Services LLC
INCREASED
Shares189,670 from 186,168
Change+3,502 (+2%)
Value$27.0M (+$1.4M)
Filed 2026-10-20
Guidance Point Advisors, LLC
INCREASED
Shares187,654 from 187,601
Change+53 (+0%)
Value$26.7M (+$896.3K)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares183,800 from 174,815
Change+8,985 (+5%)
Value$26.1M (+$2.1M)
Filed 2026-10-07
Elevated Financial Group LLC
DECREASED
Shares181,076 from 188,701
Change-7,625 (-4%)
Value$25.8M (-$192.2K)
Filed 2026-10-16
Beacon Capital Management, LLC
INCREASED
Shares176,371 from 136,146
Change+40,225 (+30%)
Value$25.1M (+$6.4M)
Filed 2026-10-23
Avantax Planning Partners, Inc.
DECREASED
Shares170,351 from 179,987
Change-9,636 (-5%)
Value$24.2M (-$519.5K)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED
Shares169,165 from 167,392
Change+1,773 (+1%)
Value$24.1M (+$1.0M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares168,881 from 158,814
Change+10,067 (+6%)
Value$24.0M (+$2.2M)
Filed 2026-10-21
Planned Solutions, Inc.
INCREASED
Shares168,781 from 132,587
Change+36,194 (+27%)
Value$24.0M (+$5.8M)
Filed 2026-10-19
Scissortail Wealth Management, LLC
DECREASED
Shares162,063 from 175,126
Change-13,063 (-7%)
Value$23.1M (-$1.0M)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
DECREASED
Shares158,527 from 163,210
Change-4,683 (-3%)
Value$23.2M (+$1.1M)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
DECREASED
Shares158,350 from 158,795
Change-445 (0%)
Value$22.5K (+$688)
Filed 2026-10-27
Barrett & Company, Inc.
DECREASED
Shares157,712 from 165,307
Change-7,595 (-5%)
Value$22.4M (-$298.6K)
Filed 2026-10-22
DT Investment Partners, LLC
UNCHANGED
Shares154,386 from 154,386
Change0 (0%)
Value$22.0M (+$730.2K)
Filed 2026-10-27
Ifrah Financial Services, Inc.
DECREASED
Shares153,708 from 159,153
Change-5,445 (-3%)
Value$21.9M (-$21.8K)
Filed 2026-10-13
Cypress Wealth Services, LLC
INCREASED
Shares150,502 from 147,840
Change+2,662 (+2%)
Value$22.0M (+$1.7M)
Filed 2026-10-21
Gallagher Capital Advisors, LLC
DECREASED
Shares149,738 from 150,529
Change-791 (-1%)
Value$21.3M (+$599.4K)
Filed 2026-10-09
CX Institutional
INCREASED
Shares149,008 from 134,747
Change+14,261 (+11%)
Value$21.2K (+$2.7K)
Filed 2026-10-02
Acropolis Investment Management, LLC
DECREASED
Shares148,458 from 148,868
Change-410 (0%)
Value$21.1M (+$645.8K)
Filed 2026-10-08
McNaughton Wealth Management, LLC
INCREASED
Shares148,426 from 147,899
Change+527 (+0%)
Value$21.1M (+$774.5K)
Filed 2026-10-09
Sterling Financial Planning, Inc.
DECREASED
Shares147,339 from 148,229
Change-890 (-1%)
Value$21.0M (+$574.6K)
Filed 2026-10-28
Focus Financial Network, Inc.
DECREASED
Shares145,118 from 146,039
Change-921 (-1%)
Value$20.6M (+$559.8K)
Filed 2026-10-14
Trust Point Inc.
UNCHANGED
Shares141,130 from 141,130
Change0 (0%)
Value$20.1M (+$667.5K)
Filed 2026-10-27
Sovran Advisors, LLC
INCREASED
Shares139,968 from 138,359
Change+1,609 (+1%)
Value$19.3M (+$1.1M)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares138,011 from 144,706
Change-6,695 (-5%)
Value$19.6M (-$267.9K)
Filed 2026-10-08
Rodgers & Associates, LTD
DECREASED
Shares136,110 from 139,031
Change-2,921 (-2%)
Value$19.4M (+$242.1K)
Filed 2026-10-20
Blue Zone Wealth Advisors, LLC
INCREASED
Shares134,959 from 121,365
Change+13,594 (+11%)
Value$19.2M (+$2.5M)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares133,979 from 88,877
Change+45,102 (+51%)
Value$19.1M (+$6.8M)
Filed 2026-10-23
JFS Wealth Advisors, LLC
DECREASED
Shares133,049 from 136,636
Change-3,587 (-3%)
Value$18.9M (+$135.9K)
Filed 2026-11-03
Ironwood Financial, llc
DECREASED
Shares132,234 from 133,209
Change-975 (-1%)
Value$18.8M (+$633.9K)
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares129,951 from 126,412
Change+3,539 (+3%)
Value$18.5M (+$1.1M)
Filed 2026-10-15
Florin Court Capital LLP
INCREASED
Shares129,600 from 31,900
Change+97,700 (+306%)
Value$18.4M (+$14.0M)
Filed 2026-11-02
Midwest Financial Group LLC
INCREASED
Shares128,322 from 124,345
Change+3,977 (+3%)
Value$18.3M (+$1.2M)
Filed 2026-10-15
Carbahal Olsen Financial Services Group, LLC
DECREASED
Shares127,356 from 133,884
Change-6,528 (-5%)
Value$18.1M (-$295.5K)
Filed 2026-11-05
Independent Solutions Wealth Management, LLC
DECREASED
Shares121,873 from 146,134
Change-24,261 (-17%)
Value$17.3M (-$2.8M)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED
Shares119,266 from 118,790
Change+476 (+0%)
Value$17.0M (+$629.5K)
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
DECREASED
Shares117,315 from 118,930
Change-1,615 (-1%)
Value$16.7M (+$332.8K)
Filed 2026-11-03
W Advisors, LLC
DECREASED
Shares116,184 from 116,249
Change-65 (0%)
Value$16.5M (+$540.8K)
Filed 2026-11-02
Investment Partners, Ltd.
INCREASED
Shares115,767 from 55,092
Change+60,675 (+110%)
Value$16.5M (+$8.9M)
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
DECREASED
Shares112,178 from 117,236
Change-5,058 (-4%)
Value$16.0M (-$165.0K)
Filed 2026-10-15
Peoples Bank
INCREASED
Shares111,932 from 93,540
Change+18,392 (+20%)
Value$15.9M (+$3.1M)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares111,393 from 109,669
Change+1,724 (+2%)
Value$15.8M (+$764.0K)
Filed 2026-10-22
Traynor Capital Management, Inc.
INCREASED
Shares110,898 from 109,400
Change+1,498 (+1%)
Value$15.8M (+$730.6K)
Filed 2026-10-29
Farmers & Merchants Investments Inc
DECREASED
Shares110,781 from 111,546
Change-765 (-1%)
Value$15.8M (+$418.8K)
Filed 2026-10-22
Founders Grove Wealth Partners, LLC
DECREASED
Shares108,840 from 110,218
Change-1,378 (-1%)
Value$15.5M (+$325.4K)
Filed 2026-10-16
YHB Investment Advisors, Inc.
INCREASED
Shares108,550 from 108,453
Change+97 (+0%)
Value$15.4M (+$526.8K)
Filed 2026-10-08
Willis Johnson Wealth, Inc.
DECREASED
Shares107,095 from 109,498
Change-2,403 (-2%)
Value$15.2M (+$176.0K)
Filed 2026-11-03
Centerpoint Advisors, LLC
DECREASED
Shares106,556 from 109,316
Change-2,760 (-3%)
Value$15.2M (+$125.0K)
Filed 2026-11-05
Quadrant Private Wealth Management, LLC
NEW
Shares106,261
Change+106,261
Value$15.1M
Filed 2026-11-04
May Hill Capital, LLC
INCREASED
Shares105,395 from 98,075
Change+7,320 (+7%)
Value$15.0M (+$1.5M)
Filed 2026-11-03
Archer Investment Management, LLC
INCREASED
Shares105,159 from 97,770
Change+7,389 (+8%)
Value$15.0M (+$1.5M)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares105,078 from 138,002
Change-32,924 (-24%)
Value$14.9M (-$4.0M)
Filed 2026-10-08
Financial Perspectives, Inc
INCREASED
Shares104,510 from 100,576
Change+3,934 (+4%)
Value$14.9M (+$1.0M)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares104,306 from 109,028
Change-4,722 (-4%)
Value$14.8M (-$156.0K)
Filed 2026-10-20
Clark Financial Services Group Inc
INCREASED
Shares104,082 from 103,353
Change+729 (+1%)
Value$14.8M (+$592.6K)
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares102,740 from 62,525
Change+40,215 (+64%)
Value$15.0M (+$6.5M)
Filed 2026-10-08
Asset One Wealth Management LLC
INCREASED
Shares102,017 from 57,425
Change+44,592 (+78%)
Value$14.5M (+$6.6M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares100,949 from 101,654
Change-705 (-1%)
Value$14.4M (+$382.3K)
Filed 2026-11-05
Associated Banc-Corp
INCREASED
Shares100,438 from 98,426
Change+2,012 (+2%)
Value$14.3M (+$751.8K)
Filed 2026-10-30
Oppenheimer & Co Inc
DECREASED
Shares100,242 from 104,076
Change-3,834 (-4%)
Value$14.3M (-$53.1K)
Filed 2026-10-26
Forthright Family Wealth Advisory LLC
INCREASED
Shares98,910 from 98,809
Change+101 (+0%)
Value$14.1M (+$481.7K)
Filed 2026-11-03
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares97,899 from 92,597
Change+5,302 (+6%)
Value$13.9M (+$1.2M)
Filed 2026-10-08
First Financial Bank - Trust Division
INCREASED
Shares97,442 from 95,463
Change+1,979 (+2%)
Value$13.9M (+$733.1K)
Filed 2026-10-01
Signature Estate & Investment Advisors LLC
DECREASED
Shares97,198 from 104,476
Change-7,278 (-7%)
Value$13.8M (-$541.1K)
Filed 2026-10-13
Arch Global Advisors, LLC
INCREASED
Shares95,925 from 93,931
Change+1,994 (+2%)
Value$13.6M (+$728.1K)
Filed 2026-10-23
BKM Wealth Management, LLC
INCREASED
Shares95,911 from 86,516
Change+9,395 (+11%)
Value$13.6M (+$1.7M)
Filed 2026-10-22
Gen-Wealth Partners Inc
INCREASED
Shares95,214 from 88,796
Change+6,418 (+7%)
Value$13.5M (+$1.3M)
Filed 2026-11-04
AtlasMark Financial, Inc
INCREASED
Shares92,200 from 83,781
Change+8,419 (+10%)
Value$13.1M (+$1.6M)
Filed 2026-10-13
Signature Wealth Management Partners, LLC
INCREASED
Shares91,230 from 86,070
Change+5,160 (+6%)
Value$13.0M (+$1.1M)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares90,777 from 91,794
Change-1,017 (-1%)
Value$12.9M (+$289.5K)
Filed 2026-10-27
EPG Wealth Management LLC
INCREASED
Shares89,834 from 89,051
Change+783 (+1%)
Value$12.8M (+$532.5K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares89,623 from 89,040
Change+583 (+1%)
Value$12.7M (+$504.1K)
Filed 2026-10-14
Howard Capital Management, LLC
DECREASED
Shares88,736 from 90,755
Change-2,019 (-2%)
Value$12.6M (+$142.0K)
Filed 2026-10-16
North Berkeley Wealth Management, LLC
DECREASED
Shares88,003 from 95,414
Change-7,411 (-8%)
Value$12.5M (-$603.0K)
Filed 2026-11-02
SigFig Wealth Management, LLC
INCREASED
Shares87,199 from 84,432
Change+2,767 (+3%)
Value$12.4M (+$956.0K)
Filed 2026-10-07
Sonata Capital Group Inc
DECREASED
Shares86,591 from 86,593
Change-2 (0%)
Value$12.3M (+$409.3K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
INCREASED
Shares86,036 from 83,749
Change+2,287 (+3%)
Value$12.2M (+$721.5K)
Filed 2026-10-14
Hobbs Wealth Management, LLC
INCREASED
Shares85,947 from 82,247
Change+3,700 (+5%)
Value$12.2M (+$915.3K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares85,879 from 88,428
Change-2,549 (-3%)
Value$12.2M (+$55.7K)
Filed 2026-10-20
Element Pointe Advisors, LLC
DECREASED
Shares85,692 from 85,698
Change-6 (0%)
Value$12.2M (+$404.6K)
Filed 2026-10-21
TSG Advice Partners, LLC
NEW
Shares85,626
Change+85,626
Value$11.8M
Filed 2026-10-29
TSA Wealth Managment LLC
INCREASED
Shares85,505 from 85,460
Change+45 (+0%)
Value$12.2M (+$410.6K)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares85,189 from 85,687
Change-498 (-1%)
Value$12.1M (+$334.5K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares83,860 from 83,860
Change0 (0%)
Value$11.5M ($0)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares82,417 from 75,057
Change+7,360 (+10%)
Value$11.7M (+$1.4M)
Filed 2026-10-28
Endeavor Private Wealth, Inc.
INCREASED
Shares82,359 from 80,728
Change+1,631 (+2%)
Value$11.7M (+$613.9K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares82,325 from 77,312
Change+5,013 (+6%)
Value$11.7M (+$1.1M)
Filed 2026-11-03
Carmel Capital Partners, LLC
NEW
Shares79,308
Change+79,308
Value$11.3M
Filed 2026-11-03
Apeiron RIA LLC
DECREASED
Shares79,035 from 81,595
Change-2,560 (-3%)
Value$11.3M (+$43.2K)
Filed 2026-10-08
A4 Wealth Advisors LLC
INCREASED
Shares78,859 from 75,578
Change+3,281 (+4%)
Value$11.2M (+$824.2K)
Filed 2026-10-20
Novem Group
INCREASED
Shares78,482 from 58,379
Change+20,103 (+34%)
Value$11.2M (+$3.1M)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares78,108 from 74,030
Change+4,078 (+6%)
Value$11.1M (+$930.2K)
Filed 2026-10-28
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares77,979 from 79,508
Change-1,529 (-2%)
Value$11.1M (+$158.5K)
Filed 2026-11-03
Cosner Financial Group, LLC
INCREASED
Shares77,855 from 75,772
Change+2,083 (+3%)
Value$11.1M (+$654.9K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares76,991 from 77,441
Change-450 (-1%)
Value$11.0M (+$302.2K)
Filed 2026-10-23
Newport Capital Group, LLC
NEW
Shares76,230
Change+76,230
Value$10.7M
Filed 2026-10-16
Lifelong Wealth Advisors, Inc.
INCREASED
Shares75,798 from 71,625
Change+4,173 (+6%)
Value$10.8M (+$932.4K)
Filed 2026-10-19
Polaris Investment Advisors, LLC
DECREASED
Shares74,677 from 79,223
Change-4,546 (-6%)
Value$10.6M (-$272.0K)
Filed 2026-10-20
Carret Asset Management, LLC
INCREASED
Shares73,931 from 62,234
Change+11,697 (+19%)
Value$10.5M (+$2.0M)
Filed 2026-11-04
Conning Inc.
INCREASED
Shares72,863 from 61,779
Change+11,084 (+18%)
Value$10.4M (+$1.9M)
Filed 2026-10-27
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares71,357 from 70,464
Change+893 (+1%)
Value$10.2M (+$460.3K)
Filed 2026-11-05
Ellis Investment Partners, LLC
DECREASED
Shares70,958 from 71,299
Change-341 (0%)
Value$10.1M (+$288.8K)
Filed 2026-10-21
GC Wealth Management RIA, LLC
INCREASED
Shares70,764 from 70,508
Change+256 (+0%)
Value$10.1M (+$369.9K)
Filed 2026-11-02
Maia Wealth LLC
INCREASED
Shares70,600 from 69,178
Change+1,422 (+2%)
Value$10.0M (+$529.5K)
Filed 2026-10-19
Balefire, LLC
INCREASED
Shares69,671 from 45,598
Change+24,073 (+53%)
Value$9.9M (+$3.6M)
Filed 2026-10-09
OpenArc Corporate Advisory, LLC
INCREASED
Shares69,609 from 65,330
Change+4,279 (+7%)
Value$9.9M (+$917.8K)
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
INCREASED
Shares68,827 from 68,611
Change+216 (+0%)
Value$9.8M (+$355.2K)
Filed 2026-10-14
Avid Wealth Partners LLC
INCREASED
Shares68,493 from 66,139
Change+2,354 (+4%)
Value$9.7M (+$647.7K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares68,444 from 65,034
Change+3,410 (+5%)
Value$9.7M (+$918.3K)
Filed 2026-10-13
Alpine Bank Wealth Management
DECREASED
Shares67,975 from 80,275
Change-12,300 (-15%)
Value$9.7M (-$1.4M)
Filed 2026-10-16
Lantz Financial LLC
INCREASED
Shares66,894 from 65,630
Change+1,264 (+2%)
Value$9.5M (+$490.3K)
Filed 2026-10-15
StoneX Group Inc.
DECREASED
Shares66,884 from 67,669
Change-785 (-1%)
Value$9.5M (+$208.3K)
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares66,265 from 66,198
Change+67 (+0%)
Value$9.4M (+$322.7K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED
Shares65,746 from 67,006
Change-1,260 (-2%)
Value$9.4M (+$137.7K)
Filed 2026-10-16
One Wealth Capital Management, LLC
DECREASED
Shares65,567 from 77,730
Change-12,163 (-16%)
Value$9.3M (-$1.4M)
Filed 2026-10-23
Transcendent Capital Group LLC
DECREASED
Shares65,510 from 71,901
Change-6,391 (-9%)
Value$9.3M (-$569.0K)
Filed 2026-10-28
Cornerstone Planning Group LLC
INCREASED
Shares65,333 from 64,066
Change+1,267 (+2%)
Value$9.5M (+$777.9K)
Filed 2026-10-16
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares65,323 from 64,552
Change+771 (+1%)
Value$9.3M (+$415.0K)
Filed 2026-10-20
Financial Management Network Inc
DECREASED
Shares65,212 from 65,265
Change-53 (0%)
Value$9.4M (+$622.1K)
Filed 2026-10-09
Summit Investment Advisory Services, LLC
DECREASED
Shares64,690 from 65,519
Change-829 (-1%)
Value$9.2M (+$192.0K)
Filed 2026-11-03
Gryphon Financial Partners LLC
DECREASED
Shares63,889 from 64,503
Change-614 (-1%)
Value$9.1M (+$217.7K)
Filed 2026-11-04
Core Wealth Advisors, LLC
INCREASED
Shares63,183 from 62,711
Change+472 (+1%)
Value$9.0M (+$363.8K)
Filed 2026-11-05
Centurion Wealth Management LLC
INCREASED
Shares62,267 from 55,812
Change+6,455 (+12%)
Value$8.9M (+$1.2M)
Filed 2026-10-13
Absolute Capital Management, LLC
INCREASED
Shares61,855 from 55,694
Change+6,161 (+11%)
Value$8.8M (+$1.1M)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares61,396 from 57,917
Change+3,479 (+6%)
Value$8.3M (+$289.5K)
Filed 2026-11-04
WealthPLAN Partners, LLC
DECREASED
Shares61,197 from 61,627
Change-430 (-1%)
Value$8.7M (+$230.4K)
Filed 2026-10-15
Uptick Partners, LLC
INCREASED
Shares60,911 from 58,555
Change+2,356 (+4%)
Value$8.7M (+$612.2K)
Filed 2026-11-04
Avestar Capital, LLC
DECREASED
Shares60,693 from 66,325
Change-5,632 (-8%)
Value$8.6M (-$487.5K)
Filed 2026-10-28
Stenger Family Office, LLC
NEW
Shares60,365
Change+60,365
Value$8.7M
Filed 2026-10-22
Advus Financial Partners, LLC
INCREASED
Shares59,784 from 59,682
Change+102 (+0%)
Value$8.5M (+$296.9K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares57,188 from 53,943
Change+3,245 (+6%)
Value$8.1M (+$716.8K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares57,052 from 54,468
Change+2,584 (+5%)
Value$8.1M (+$625.4K)
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares56,645 from 56,694
Change-49 (0%)
Value$8.1M (+$261.3K)
Filed 2026-11-03
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares56,011 from 57,195
Change-1,184 (-2%)
Value$8.0M (+$102.1K)
Filed 2026-10-26
MSH Capital Advisors LLC
DECREASED
Shares56,006 from 56,635
Change-629 (-1%)
Value$8.0M (+$178.4K)
Filed 2026-11-03
Narwhal Capital Management
UNCHANGED
Shares56,000 from 56,000
Change0 (0%)
Value$8.0M (+$264.9K)
Filed 2026-11-04
Sapient Capital LLC
UNCHANGED
Shares55,941 from 55,941
Change0 (0%)
Value$8.0M (+$264.6K)
Filed 2026-10-08
Hoxton Planning & Management, LLC
INCREASED
Shares55,731 from 52,739
Change+2,992 (+6%)
Value$7.9M (+$675.2K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares55,613 from 51,836
Change+3,777 (+7%)
Value$7.9M (+$782.6K)
Filed 2026-10-16
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares55,590 from 56,445
Change-855 (-2%)
Value$7.9M (+$145.3K)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
DECREASED
Shares55,031 from 57,306
Change-2,275 (-4%)
Value$7.8M (-$52.6K)
Filed 2026-10-28
Retirement Wealth Solutions LLC
INCREASED
Shares54,962 from 50,413
Change+4,549 (+9%)
Value$7.8M (+$885.6K)
Filed 2026-10-07
Compton Wealth Advisory Group, LLC
DECREASED
Shares54,896 from 55,056
Change-160 (0%)
Value$7.8M (+$288.3K)
Filed 2026-10-13
Stackstone Wealth, LLC
NEW
Shares54,881
Change+54,881
Value$7.8M
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares54,748 from 50,084
Change+4,664 (+9%)
Value$7.8M (+$900.4K)
Filed 2026-10-29
Adirondack Capital Advisors, LLC
INCREASED
Shares54,485 from 45,075
Change+9,410 (+21%)
Value$7.8M (+$1.6M)
Filed 2026-10-09
Flagship Wealth Advisors, LLC
DECREASED
Shares52,780 from 52,898
Change-118 (0%)
Value$7.5M (+$233.4K)
Filed 2026-11-03
Ascent Wealth Partners, LLC
DECREASED
Shares52,684 from 53,653
Change-969 (-2%)
Value$7.5M (+$115.9K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
NEW
Shares52,505
Change+52,505
Value$7.5M
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares51,792 from 51,685
Change+107 (+0%)
Value$7.4M (+$259.7K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares51,584 from 49,405
Change+2,179 (+4%)
Value$7.3M (+$543.6K)
Filed 2026-10-23
Midwest Trust Co
INCREASED
Shares51,409 from 51,189
Change+220 (+0%)
Value$7.3M (+$273.4K)
Filed 2026-10-22
Arwa LLC
DECREASED
Shares51,305 from 62,533
Change-11,228 (-18%)
Value$7.4M (-$1.1M)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
DECREASED
Shares51,231 from 51,830
Change-599 (-1%)
Value$7.3M (+$159.9K)
Filed 2026-10-26
Client 1ST Advisory Group, LLC
INCREASED
Shares50,735 from 47,573
Change+3,162 (+7%)
Value$7.2M (+$675.0K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares50,103 from 63,562
Change-13,459 (-21%)
Value$7.1M (-$1.6M)
Filed 2026-10-14
Old Mission Investment Co LLC
INCREASED
Shares49,619 from 49,441
Change+178 (+0%)
Value$7.1M (+$259.3K)
Filed 2026-10-22
Dumont & Blake Investment Advisors LLC
DECREASED
Shares49,603 from 50,187
Change-584 (-1%)
Value$7.1M (+$154.3K)
Filed 2026-10-28
Rose Capital Advisors LLC
NEW
Shares49,265
Change+49,265
Value$7.0M
Filed 2026-11-04
Peterson Wealth Advisors, LLC
DECREASED
Shares49,258 from 49,950
Change-692 (-1%)
Value$7.0M (+$137.8K)
Filed 2026-10-08
RKL Wealth Management LLC
DECREASED
Shares48,089 from 50,059
Change-1,970 (-4%)
Value$6.8M (-$43.4K)
Filed 2026-10-16
Laurel Wealth Planning LLC
DECREASED
Shares47,964 from 49,416
Change-1,452 (-3%)
Value$6.8M (+$27.2K)
Filed 2026-11-02
Alterna Wealth Management, Inc
DECREASED
Shares47,388 from 55,397
Change-8,009 (-14%)
Value$6.7M (-$877.3K)
Filed 2026-10-27
FFG Retirement Advisors LLC
INCREASED
Shares47,045 from 45,750
Change+1,295 (+3%)
Value$6.7M (+$400.7K)
Filed 2026-10-20
NTV Asset Management LLC
DECREASED
Shares46,675 from 47,612
Change-937 (-2%)
Value$6.6M (+$92.0K)
Filed 2026-10-23
St. Clair Advisors, LLC
INCREASED
Shares46,663 from 46,660
Change+3 (+0%)
Value$6.6M (+$221.1K)
Filed 2026-10-13
Patriot Investment Management Group, Inc.
DECREASED
Shares46,612 from 49,726
Change-3,114 (-6%)
Value$6.6M (-$207.8K)
Filed 2026-10-15
Winthrop Advisory Group LLC
DECREASED
Shares45,877 from 46,877
Change-1,000 (-2%)
Value$6.5M (+$79.5K)
Filed 2026-10-22
Simon Quick Advisors, LLC
DECREASED
Shares45,271 from 47,588
Change-2,317 (-5%)
Value$6.4M (-$104.6K)
Filed 2026-10-26
Stordahl Capital Management, Inc.
DECREASED
Shares45,051 from 45,976
Change-925 (-2%)
Value$6.4M (+$85.9K)
Filed 2026-10-22
Lpwm LLC
INCREASED
Shares45,029 from 44,192
Change+837 (+2%)
Value$6.4M (+$328.1K)
Filed 2026-10-20
Waterway Wealth Management, LLC
DECREASED
Shares44,896 from 48,075
Change-3,179 (-7%)
Value$6.4M (-$224.8K)
Filed 2026-10-28
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares44,681 from 46,063
Change-1,382 (-3%)
Value$6.4M (+$21.3K)
Filed 2026-10-14
XML Financial, LLC
INCREASED
Shares44,562 from 44,004
Change+558 (+1%)
Value$6.3M (+$287.5K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED
Shares44,339 from 31,010
Change+13,329 (+43%)
Value$5.4M (+$1.8M)
Filed 2026-11-04
Arcadia Wealth Management, LLC
INCREASED
Shares44,252 from 19,508
Change+24,744 (+127%)
Value$6.3M (+$3.6M)
Filed 2026-10-22
Daymark Wealth Partners, LLC
DECREASED
Shares44,229 from 44,349
Change-120 (0%)
Value$6.3M (+$192.7K)
Filed 2026-11-04
Global View Capital Management LLC
NEW
Shares43,887
Change+43,887
Value$6.2M
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares43,832 from 44,026
Change-194 (0%)
Value$6.2M (+$180.6K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares43,395 from 41,589
Change+1,806 (+4%)
Value$6.2M (+$453.7K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
DECREASED
Shares42,677 from 42,722
Change-45 (0%)
Value$6.1M (+$195.7K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares42,600 from 61,786
Change-19,186 (-31%)
Value$6.1M (-$2.4M)
Filed 2026-10-13
71 West Capital Partners
INCREASED
Shares42,360 from 41,253
Change+1,107 (+3%)
Value$6.0M (+$352.6K)
Filed 2026-11-04
Sterling Group Wealth Management, LLC
DECREASED
Shares41,064 from 41,186
Change-122 (0%)
Value$5.8M (+$177.4K)
Filed 2026-11-03
Calamos Advisors LLC
DECREASED
Shares40,969 from 41,520
Change-551 (-1%)
Value$5.8M (+$118.0K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares40,768 from 40,508
Change+260 (+1%)
Value$5.8M (+$228.5K)
Filed 2026-10-08
Commonwealth Retirement Investments LLC
INCREASED
Shares40,144 from 37,688
Change+2,456 (+7%)
Value$5.7M (+$527.7K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares40,109
Change+40,109
Value$5.7M
Filed 2026-11-03
Arvest Investments, Inc.
DECREASED
Shares40,106 from 40,238
Change-132 (0%)
Value$5.7M (+$171.6K)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares39,903 from 35,035
Change+4,868 (+14%)
Value$5.7M (+$858.2K)
Filed 2026-10-14
R. W. Roge & Company, Inc.
DECREASED
Shares39,306 from 40,070
Change-764 (-2%)
Value$5.6M (+$82.0K)
Filed 2026-11-04
Flagstar Securities, Inc
DECREASED
Shares39,243 from 44,589
Change-5,346 (-12%)
Value$5.6M (-$549.6K)
Filed 2026-10-15
Guardian Wealth Advisors, LLC
DECREASED
Shares38,823 from 40,430
Change-1,607 (-4%)
Value$5.4M (-$154.2K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
INCREASED
Shares38,282 from 16,618
Change+21,664 (+130%)
Value$5.4M (+$3.2M)
Filed 2026-10-21
Bernardo Wealth Planning LLC
INCREASED
Shares38,004 from 18,913
Change+19,091 (+101%)
Value$5.4M (+$2.8M)
Filed 2026-10-23
Gallacher Capital Management LLC
DECREASED
Shares37,284 from 42,293
Change-5,009 (-12%)
Value$5.3M (-$512.5K)
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares37,019 from 33,700
Change+3,319 (+10%)
Value$5.3M (+$631.5K)
Filed 2026-11-02
Milestone Asset Management, LLC
DECREASED
Shares36,994 from 53,823
Change-16,829 (-31%)
Value$5.3M (-$2.1M)
Filed 2026-10-15
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares36,770 from 37,256
Change-486 (-1%)
Value$5.2M (+$107.1K)
Filed 2026-10-09
WealthPoint Financial, LLC
INCREASED
Shares36,681 from 36,630
Change+51 (+0%)
Value$5.2M (+$180.5K)
Filed 2026-11-03
Great Point Wealth Advisors, LLC
UNCHANGED
Shares36,522 from 36,522
Change0 (0%)
Value$5.2M (+$172.7K)
Filed 2026-10-15
Valley Wealth Managers, Inc.
DECREASED
Shares36,519 from 37,418
Change-899 (-2%)
Value$5.2M (+$49.1K)
Filed 2026-10-09
CWC Advisors, Llc.
INCREASED
Shares36,329 from 35,590
Change+739 (+2%)
Value$5.2M (+$273.5K)
Filed 2026-10-15
Rossmore Private Capital
UNCHANGED
Shares36,227 from 36,227
Change0 (0%)
Value$5.2M (+$171.4K)
Filed 2026-10-27
First Horizon Corp
INCREASED
Shares35,570 from 35,555
Change+15 (+0%)
Value$5.1M (+$170.3K)
Filed 2026-10-26
Ehrlich Financial Group
INCREASED
Shares35,467 from 35,256
Change+211 (+1%)
Value$5.0M (+$196.8K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares35,402 from 47,285
Change-11,883 (-25%)
Value$5.0M (-$1.5M)
Filed 2026-10-15
Tempus Wealth Planning, LLC
INCREASED
Shares35,267 from 29,874
Change+5,393 (+18%)
Value$5.0M (+$908.6K)
Filed 2026-10-14
Kraft, Davis & Associates, LLC
DECREASED
Shares35,137 from 36,801
Change-1,664 (-5%)
Value$4.9M (-$58.1K)
Filed 2026-10-21
Royal Fund Management, LLC
DECREASED
Shares35,121 from 146,678
Change-111,557 (-76%)
Value$5.0M (-$15.2M)
Filed 2026-10-22
Sima Wealth Partners, LLC
DECREASED
Shares35,092 from 35,338
Change-246 (-1%)
Value$5.0M (+$132.1K)
Filed 2026-10-19
Elevation Capital Advisory, LLC
NEW
Shares35,029
Change+35,029
Value$5.0M
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$5.0M (+$165.6K)
Filed 2026-11-04
Southern Capital Advisors, LLC
INCREASED
Shares34,978 from 33,506
Change+1,472 (+4%)
Value$5.0M (+$367.9K)
Filed 2026-10-26
Sacks & Associates, LLC
DECREASED
Shares34,940 from 35,139
Change-199 (-1%)
Value$5.0M (+$218.0K)
Filed 2026-10-09
Keystone Wealth Services, LLC
INCREASED
Shares34,906 from 34,315
Change+591 (+2%)
Value$5.0M (+$249.3K)
Filed 2026-11-03
Capital Advantage, Inc.
INCREASED
Shares34,288 from 32,210
Change+2,078 (+6%)
Value$4.9M (+$447.9K)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares33,813 from 32,822
Change+991 (+3%)
Value$4.9M (+$323.3K)
Filed 2026-10-09
RTD Financial Advisors, Inc.
DECREASED
Shares33,683 from 33,727
Change-44 (0%)
Value$4.8M (+$153.3K)
Filed 2026-10-09
Zenith Solutions, Inc.
INCREASED
Shares33,559 from 32,956
Change+603 (+2%)
Value$4.8M (+$241.7K)
Filed 2026-10-19
St. Louis Trust Co
UNCHANGED
Shares33,500 from 33,500
Change0 (0%)
Value$4.8M (+$3.0M)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares33,063 from 33,070
Change-7 (0%)
Value$4.7M (+$155.3K)
Filed 2026-10-29
Almanack Investment Partners, Llc.
DECREASED
Shares33,012 from 34,233
Change-1,221 (-4%)
Value$4.7M (-$11.8K)
Filed 2026-11-03
Arrow Investment Advisors, LLC
NEW
Shares32,929
Change+32,929
Value$4.7M
Filed 2026-11-02
Journey Advisory Group, LLC
INCREASED
Shares32,863 from 6,025
Change+26,838 (+445%)
Value$4.7M (+$3.8M)
Filed 2026-11-04
Mason & Associates, LLC
DECREASED
Shares32,794 from 33,204
Change-410 (-1%)
Value$4.7M (+$98.7K)
Filed 2026-10-26
Legacy Advisory Services, LLC
NEW
Shares32,422
Change+32,422
Value$4.6M
Filed 2026-10-20
Breakwater Capital Group
INCREASED
Shares32,352 from 30,742
Change+1,610 (+5%)
Value$4.6M (+$374.5K)
Filed 2026-10-09
SWP Financial LLC
DECREASED
Shares32,291 from 32,338
Change-47 (0%)
Value$4.6M (+$146.3K)
Filed 2026-10-23
Smart Wealth LLC
INCREASED
Shares32,266 from 25,649
Change+6,617 (+26%)
Value$4.6M (+$1.1M)
Filed 2026-11-04
WBH Advisory Inc
INCREASED
Shares32,088 from 32,058
Change+30 (+0%)
Value$4.6M (+$155.9K)
Filed 2026-11-05
G&S Capital LLC
DECREASED
Shares31,964 from 33,959
Change-1,995 (-6%)
Value$4.5M (-$123.2K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares31,577 from 21,831
Change+9,746 (+45%)
Value$4.5M (+$1.5M)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares31,373 from 7,159
Change+24,214 (+338%)
Value$4.5M (+$3.5M)
Filed 2026-11-05
Roman Butler Fullerton & Co
INCREASED
Shares31,076 from 6,384
Change+24,692 (+387%)
Value$4.4M (+$3.5M)
Filed 2026-10-27
Bouvel Investment Partners, LLC
INCREASED
Shares31,048 from 29,842
Change+1,206 (+4%)
Value$4.4M (+$312.7K)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares31,024 from 39,741
Change-8,717 (-22%)
Value$4.4M (-$1.1M)
Filed 2026-10-15
Keenan, LLC
DECREASED
Shares30,994 from 34,758
Change-3,764 (-11%)
Value$4.4M (-$371.1K)
Filed 2026-10-23
Diversified Portfolios, Inc.
DECREASED
Shares30,963 from 33,442
Change-2,479 (-7%)
Value$4.4M (-$194.4K)
Filed 2026-11-04
Three Seasons Wealth, LLC
INCREASED
Shares30,873 from 5,755
Change+25,118 (+436%)
Value$4.4M (+$3.6M)
Filed 2026-11-03
BCU Wealth Advisors, LLC
INCREASED
Shares30,751 from 30,732
Change+19 (+0%)
Value$4.4M (+$148.1K)
Filed 2026-10-16
Gray Private Wealth, LLC
DECREASED
Shares30,528 from 31,014
Change-486 (-2%)
Value$4.3M (+$77.6K)
Filed 2026-10-28
WealthPlan Investment Management, LLC
DECREASED
Shares30,469 from 31,298
Change-829 (-3%)
Value$4.3M (+$30.1K)
Filed 2026-10-15
Power Wealth Management LLC
INCREASED
Shares30,371 from 23,138
Change+7,233 (+31%)
Value$4.3M (+$1.1M)
Filed 2026-10-27
Nottingham Advisors, Inc.
DECREASED
Shares30,144 from 31,203
Change-1,059 (-3%)
Value$4.3M (+$96.7K)
Filed 2026-10-29
Pathway Financial Advisors LLC
UNCHANGED
Shares29,821 from 29,821
Change0 (0%)
Value$4.2M (+$204.3K)
Filed 2026-10-07
Vontobel Holding Ltd.
DECREASED
Shares29,742 from 30,769
Change-1,027 (-3%)
Value$4.2M (+$975)
Filed 2026-10-16
Eastern Bank
INCREASED
Shares29,470 from 27,033
Change+2,437 (+9%)
Value$4.2M (+$474.6K)
Filed 2026-10-05
Glenview Trust Co
DECREASED
Shares29,294 from 29,909
Change-615 (-2%)
Value$4.2M (+$54.0K)
Filed 2026-10-28
Howard Wealth Management, LLC
DECREASED
Shares29,206 from 29,406
Change-200 (-1%)
Value$4.2M (+$110.6K)
Filed 2026-10-28
GenWealth Group, Inc.
DECREASED
Shares29,142 from 29,501
Change-359 (-1%)
Value$4.1M (+$88.5K)
Filed 2026-10-16
First Citizens Bank & Trust Co
INCREASED
Shares29,077 from 28,959
Change+118 (+0%)
Value$4.1M (+$153.8K)
Filed 2026-10-14
Nolet Wealth Management, LLC
UNCHANGED
Shares28,970 from 28,970
Change0 (0%)
Value$4.1M (+$137.0K)
Filed 2026-10-15
Pinnacle Associates LTD
DECREASED
Shares28,946 from 31,949
Change-3,003 (-9%)
Value$4.1M (-$276.1K)
Filed 2026-10-20
Mosley Wealth Management
INCREASED
Shares28,914 from 28,039
Change+875 (+3%)
Value$4.1M (+$240.1K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares28,845
Change+28,845
Value$3.9K
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares28,825 from 28,825
Change0 (0%)
Value$4.1M (+$136.3K)
Filed 2026-11-04
Asempa Wealth Advisors
DECREASED
Shares28,815 from 28,909
Change-94 (0%)
Value$4.1M (+$131.2K)
Filed 2026-10-07
Procyon Advisors, LLC
DECREASED
Shares28,718 from 35,466
Change-6,748 (-19%)
Value$4.1M (-$792.2K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares28,673 from 16,890
Change+11,783 (+70%)
Value$4.1K (-$2.3M)
Filed 2026-10-22
StoneCrest Wealth Management, Inc.
DECREASED
Shares28,462 from 29,142
Change-680 (-2%)
Value$4.0M (+$41.1K)
Filed 2026-11-03
Baron Wealth Management LLC
DECREASED
Shares28,417 from 28,624
Change-207 (-1%)
Value$4.0M (+$106.0K)
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares28,345 from 24,106
Change+4,239 (+18%)
Value$4.0M (+$717.0K)
Filed 2026-11-04
Hilltop National Bank
INCREASED
Shares28,308 from 27,952
Change+356 (+1%)
Value$4.0M (+$182.9K)
Filed 2026-10-14
Matthew Goff Investment Advisor, LLC
DECREASED
Shares28,231 from 28,385
Change-154 (-1%)
Value$4.0M (+$112.3K)
Filed 2026-10-13
Capital Square, LLC
INCREASED
Shares28,170 from 27,769
Change+401 (+1%)
Value$4.0M (+$159.0K)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares28,143 from 28,247
Change-104 (0%)
Value$4.0M (+$118.7K)
Filed 2026-10-20
Omni 360 Wealth, Inc.
INCREASED
Shares27,780 from 26,494
Change+1,286 (+5%)
Value$4.0M (+$308.2K)
Filed 2026-10-13
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares27,334 from 50,909
Change-23,575 (-46%)
Value$3.9M (-$3.1M)
Filed 2026-10-20
Madrid Wealth Management, LLC
INCREASED
Shares27,153 from 26,416
Change+737 (+3%)
Value$3.9M (+$229.7K)
Filed 2026-10-23
Magnus Financial Group LLC
INCREASED
Shares27,030 from 26,535
Change+495 (+2%)
Value$3.8M (+$195.9K)
Filed 2026-10-21
Compound Planning, Inc.
DECREASED
Shares27,028 from 28,209
Change-1,181 (-4%)
Value$3.8M (-$34.6K)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares27,006 from 26,750
Change+256 (+1%)
Value$3.8M (+$163.0K)
Filed 2026-10-22
Mattern Wealth Management LLC
DECREASED
Shares26,973 from 27,280
Change-307 (-1%)
Value$3.8M (+$85.4K)
Filed 2026-11-04
NBH Bank
DECREASED
Shares26,904 from 27,039
Change-135 (0%)
Value$3.8M (+$108.7K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares26,871 from 15,805
Change+11,066 (+70%)
Value$3.8M (+$2.0M)
Filed 2026-10-13
Decker Wealth Management LLC
UNCHANGED
Shares26,444 from 26,444
Change0 (0%)
Value$3.8M (+$125.1K)
Filed 2026-10-09
Angeles Wealth Management, LLC
UNCHANGED
Shares26,324 from 26,324
Change0 (0%)
Value$3.7M (+$124.5K)
Filed 2026-10-26
TME Financial, Inc.
INCREASED
Shares26,285 from 26,050
Change+235 (+1%)
Value$3.7M (+$156.6K)
Filed 2026-10-14
Carnegie Investment Counsel
INCREASED
Shares26,165 from 25,938
Change+227 (+1%)
Value$3.7M (+$155.0K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares25,498 from 25,498
Change0 (0%)
Value$3.6M (+$120.6K)
Filed 2026-11-02
Atlas Brown,Inc.
INCREASED
Shares25,405 from 24,949
Change+456 (+2%)
Value$3.6M (+$182.9K)
Filed 2026-10-09
Fonville Wealth Management LLC
INCREASED
Shares25,281 from 25,122
Change+159 (+1%)
Value$3.6M (+$141.4K)
Filed 2026-10-28
Montecito Bank & Trust
UNCHANGED
Shares25,254 from 25,254
Change0 (0%)
Value$3.6M (+$119.5K)
Filed 2026-10-01
Fifth Third Wealth Advisors LLC
INCREASED
Shares25,181 from 23,841
Change+1,340 (+6%)
Value$3.6M (+$303.4K)
Filed 2026-10-22
Accelerate Investment Advisors LLC
INCREASED
Shares25,023 from 22,265
Change+2,758 (+12%)
Value$3.6M (+$497.7K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares25,020 from 25,401
Change-381 (-1%)
Value$3.6M (+$66.0K)
Filed 2026-11-04
Commonwealth Financial Services, LLC
DECREASED
Shares24,986 from 26,503
Change-1,517 (-6%)
Value$3.6M (-$90.5K)
Filed 2026-10-20
Sage Investment Advisers LLC
INCREASED
Shares24,935 from 24,338
Change+597 (+2%)
Value$3.5M (+$200.1K)
Filed 2026-10-21
J.M. Arbour, LLC
DECREASED
Shares24,820 from 25,089
Change-269 (-1%)
Value$3.5M (+$80.4K)
Filed 2026-11-05
Two West Capital Advisors LLC
INCREASED
Shares24,809 from 23,119
Change+1,690 (+7%)
Value$3.5M (+$417.4K)
Filed 2026-10-15
AMG National Trust Bank
DECREASED
Shares24,611 from 25,998
Change-1,387 (-5%)
Value$3.5M (-$74.3K)
Filed 2026-11-05
Stablepoint Partners, LLC
INCREASED
Shares24,587 from 23,800
Change+787 (+3%)
Value$3.5M (+$224.6K)
Filed 2026-11-03
Sutton Place Investors LLC
INCREASED
Shares24,545 from 23,143
Change+1,402 (+6%)
Value$3.5M (+$308.9K)
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares24,365 from 25,287
Change-922 (-4%)
Value$3.5M (-$11.6K)
Filed 2026-10-27
Interchange Capital Partners, LLC
DECREASED
Shares24,211 from 24,710
Change-499 (-2%)
Value$3.4M (+$45.6K)
Filed 2026-10-28
Form Wealth Advisors, LLC
DECREASED
Shares24,200 from 24,780
Change-580 (-2%)
Value$3.4M (+$34.8K)
Filed 2026-10-13
MFA Wealth Services
DECREASED
Shares24,189 from 24,550
Change-361 (-1%)
Value$3.4M (+$64.8K)
Filed 2026-10-14
Unify Financial Advisors
INCREASED
Shares24,058 from 23,344
Change+714 (+3%)
Value$3.4M (+$212.0K)
Filed 2026-11-03
LifeSteps Financial, Inc.
INCREASED
Shares23,991 from 11,884
Change+12,107 (+102%)
Value$3.4M (+$1.8M)
Filed 2026-10-15
Lakeshore Financial Planning, Inc.
INCREASED
Shares23,913 from 23,601
Change+312 (+1%)
Value$3.4M (+$156.0K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares23,816 from 25,373
Change-1,557 (-6%)
Value$3.4M (-$101.4K)
Filed 2026-10-14
Merkkuri Wealth Advisors LLC
INCREASED
Shares23,773 from 23,555
Change+218 (+1%)
Value$3.4M (+$142.5K)
Filed 2026-11-03
Certified Advisory Corp
DECREASED
Shares23,727 from 24,436
Change-709 (-3%)
Value$3.4M (+$14.7K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares23,721 from 24,189
Change-468 (-2%)
Value$3.4M (+$47.8K)
Filed 2026-10-27
NWF Advisory Services Inc.
INCREASED
Shares23,556 from 22,601
Change+955 (+4%)
Value$3.4M (+$242.8K)
Filed 2026-10-19
One Advisory Partners, LLC
DECREASED
Shares23,520 from 161,154
Change-137,634 (-85%)
Value$3.3M (-$18.8M)
Filed 2026-10-22
Cassilly Financial Group LLC
INCREASED
Shares23,338 from 22,561
Change+777 (+3%)
Value$3.3M (+$217.3K)
Filed 2026-10-07
FWG Investments, Llc.
INCREASED
Shares23,326 from 17,534
Change+5,792 (+33%)
Value$3.3M (+$907.0K)
Filed 2026-11-03
Northland Securities, Inc.
DECREASED
Shares23,183 from 23,438
Change-255 (-1%)
Value$3.3M (+$74.6K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares23,134 from 45,762
Change-22,628 (-49%)
Value$3.3M (-$3.0M)
Filed 2026-10-08
Corundum Group, Inc.
INCREASED
Shares23,110 from 20,435
Change+2,675 (+13%)
Value$3.3M (+$477.2K)
Filed 2026-10-28
Asset Allocation Strategies LLC
DECREASED
Shares22,839 from 24,560
Change-1,721 (-7%)
Value$3.2M (-$128.7K)
Filed 2026-10-20
Beacon Financial Advisory LLC
INCREASED
Shares22,783 from 21,582
Change+1,201 (+6%)
Value$3.2M (+$273.0K)
Filed 2026-10-16
PCG Asset Management, LLC
NEW
Shares22,734
Change+22,734
Value$3.2M
Filed 2026-11-05
Security National Bank
INCREASED
Shares22,479 from 22,031
Change+448 (+2%)
Value$3.2M (+$167.9K)
Filed 2026-10-26
Sound Income Strategies, LLC
DECREASED
Shares22,403 from 28,110
Change-5,707 (-20%)
Value$3.2M (-$637.8K)
Filed 2026-10-09
Joel Isaacson & Co., LLC
INCREASED
Shares22,231 from 22,227
Change+4 (+0%)
Value$3.2M (+$105.6K)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares22,229 from 19,351
Change+2,878 (+15%)
Value$3.2M (+$500.9K)
Filed 2026-11-03
Woodward Financial Advisors, Inc.
UNCHANGED
Shares22,221 from 22,221
Change0 (0%)
Value$3.2M (+$105.1K)
Filed 2026-10-19
Forum Financial Management, LP
UNCHANGED
Shares22,201 from 22,201
Change0 (0%)
Value$3.2M (+$105.0K)
Filed 2026-10-16
Hudson Capital Management LLC
DECREASED
Shares22,186 from 22,754
Change-568 (-2%)
Value$3.2M (+$26.8K)
Filed 2026-10-20
Comprehensive Financial Planning, Inc.
INCREASED
Shares22,180 from 22,161
Change+19 (+0%)
Value$3.2M (+$107.6K)
Filed 2026-10-27
Davenport & Co LLC
INCREASED
Shares22,158 from 19,970
Change+2,188 (+11%)
Value$3.2M (+$405.7K)
Filed 2026-10-14
Embree Financial Group
DECREASED
Shares22,133 from 25,940
Change-3,807 (-15%)
Value$3.1M (-$418.9K)
Filed 2026-10-22
Diversified Management Inc
INCREASED
Shares22,060 from 22,049
Change+11 (+0%)
Value$3.1M (+$105.9K)
Filed 2026-10-08
International Assets Investment Management, LLC
DECREASED
Shares21,481 from 22,313
Change-832 (-4%)
Value$3.1M (+$7.2K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
DECREASED
Shares21,398 from 23,012
Change-1,614 (-7%)
Value$3.0M (-$120.8K)
Filed 2026-11-02
Evanson Financial, LLC
INCREASED
Shares21,354 from 21,353
Change+1 (0%)
Value$3.0M (+$101.1K)
Filed 2026-10-23
Fiduciary Alliance LLC
DECREASED
Shares21,241 from 24,256
Change-3,015 (-12%)
Value$3.0M (-$314.2K)
Filed 2026-10-13
Partners Wealth Management, LLC
INCREASED
Shares21,171 from 17,325
Change+3,846 (+22%)
Value$3.0M (+$629.2K)
Filed 2026-10-28
Fairvoy Private Wealth, LLC
DECREASED
Shares21,084 from 26,569
Change-5,485 (-21%)
Value$3.0M (-$654.6K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
DECREASED
Shares20,892 from 21,835
Change-943 (-4%)
Value$3.0M (-$30.9K)
Filed 2026-10-13
Kaydan Wealth Management, Inc.
DECREASED
Shares20,887 from 20,893
Change-6 (0%)
Value$3.0M (+$98.0K)
Filed 2026-10-08
Tactive Advisors, LLC
DECREASED
Shares20,731 from 20,758
Change-27 (0%)
Value$2.9M (+$94.4K)
Filed 2026-10-08
Sprinkle Financial Consultants LLC
DECREASED
Shares20,640 from 20,651
Change-11 (0%)
Value$2.9M (+$96.0K)
Filed 2026-10-09
Greenspring Advisors, LLC
INCREASED
Shares20,552 from 10,501
Change+10,051 (+96%)
Value$2.9M (+$1.5M)
Filed 2026-11-05
Hicks Capital Management LLC
UNCHANGED
Shares20,244 from 20,244
Change0 (0%)
Value$2.8M ($0)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
UNCHANGED
Shares20,210 from 20,210
Change0 (0%)
Value$2.9M (+$95.6K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares20,071 from 20,728
Change-657 (-3%)
Value$2.9M (+$4.6K)
Filed 2026-10-23
Crusonia Wealth Advisors LLC
DECREASED
Shares19,999 from 21,684
Change-1,685 (-8%)
Value$2.8M (-$137.2K)
Filed 2026-10-26
First Citizens Financial Corp
DECREASED
Shares19,920 from 20,621
Change-701 (-3%)
Value$2.8M (-$2.2K)
Filed 2026-10-02
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares19,909 from 19,914
Change-5 (0%)
Value$2.8M (+$93.5K)
Filed 2026-10-19
Aegis Wealth Management, Inc.
INCREASED
Shares19,742 from 17,963
Change+1,779 (+10%)
Value$2.8M (+$338.0K)
Filed 2026-10-26
Marietta Wealth Management, LLC
UNCHANGED
Shares19,742 from 19,742
Change0 (0%)
Value$2.8M (+$84.7K)
Filed 2026-10-22
ETF Portfolio Partners, Inc.
DECREASED
Shares19,488 from 19,976
Change-488 (-2%)
Value$2.8M (+$25.1K)
Filed 2026-10-22
Prosperity Planning, Inc.
DECREASED
Shares19,452 from 19,803
Change-351 (-2%)
Value$2.8M (+$43.7K)
Filed 2026-10-09
Krilogy Financial LLC
INCREASED
Shares19,425 from 12,976
Change+6,449 (+50%)
Value$2.8M (+$1.0M)
Filed 2026-10-13
Raleigh Capital Management Inc.
INCREASED
Shares18,941 from 18,333
Change+608 (+3%)
Value$2.7M (+$173.1K)
Filed 2026-10-28
Parkway Wealth Management Group, LLC
INCREASED
Shares18,913 from 15,737
Change+3,176 (+20%)
Value$2.7M (+$526.3K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
INCREASED
Shares18,813 from 13,660
Change+5,153 (+38%)
Value$2.7M (+$797.7K)
Filed 2026-11-02
Hanson & Doremus Investment Management
UNCHANGED
Shares18,644 from 18,644
Change0 (0%)
Value$2.7K (-$2.6M)
Filed 2026-10-16
MBA Advisors LLC
INCREASED
Shares18,641 from 18,525
Change+116 (+1%)
Value$2.7M (+$104.1K)
Filed 2026-10-29
Whitcomb & Hess, Inc.
DECREASED
Shares18,597 from 18,711
Change-114 (-1%)
Value$2.6M (+$72.3K)
Filed 2026-10-07
Lighthouse Financial LLC
DECREASED
Shares18,580 from 23,214
Change-4,634 (-20%)
Value$2.6M (-$549.4K)
Filed 2026-10-23
Friday Financial
INCREASED
Shares18,355 from 12,042
Change+6,313 (+52%)
Value$2.6M (+$977.7K)
Filed 2026-10-09
Cornerstone Wealth Management, LLC
DECREASED
Shares18,281 from 18,502
Change-221 (-1%)
Value$2.6M (+$56.1K)
Filed 2026-11-04
Financial Solutions Advisory Group, Inc.
INCREASED
Shares18,206 from 17,321
Change+885 (+5%)
Value$2.5M (+$143.0K)
Filed 2026-10-28
Beacon Advisors Holdings, LLC
DECREASED
Shares18,193 from 18,307
Change-114 (-1%)
Value$2.6M (+$70.4K)
Filed 2026-10-27
Madrona Financial Services, LLC
DECREASED
Shares18,119 from 20,105
Change-1,986 (-10%)
Value$2.6M (-$187.4K)
Filed 2026-10-23
Bailard, Inc.
DECREASED
Shares18,092 from 18,562
Change-470 (-3%)
Value$2.6M (+$20.9K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
INCREASED
Shares17,996 from 17,220
Change+776 (+5%)
Value$2.6M (+$191.8K)
Filed 2026-11-04
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares17,995 from 18,004
Change-9 (0%)
Value$2.6M (+$83.9K)
Filed 2026-11-03
Bensler, LLC
INCREASED
Shares17,979 from 17,970
Change+9 (+0%)
Value$2.6M (+$86.3K)
Filed 2026-11-05
Hopwood Financial Services, Inc.
UNCHANGED
Shares17,913 from 17,913
Change0 (0%)
Value$2.5M (+$84.7K)
Filed 2026-10-29
SBK Financial, Inc.
UNCHANGED
Shares17,635 from 17,635
Change0 (0%)
Value$2.5M (+$83.4K)
Filed 2026-11-02
Allstreet Capital Advisors LLC
DECREASED
Shares17,438 from 17,650
Change-212 (-1%)
Value$2.5M (+$53.2K)
Filed 2026-11-04
Latitude Advisors, LLC
INCREASED
Shares17,381 from 14,917
Change+2,464 (+17%)
Value$2.5M (+$421.1K)
Filed 2026-10-27
Marino, Stram & Associates LLC
DECREASED
Shares17,334 from 17,371
Change-37 (0%)
Value$2.5M (+$76.9K)
Filed 2026-10-22
Klaas Financial Asset Advisors, LLC
DECREASED
Shares17,285 from 18,001
Change-716 (-4%)
Value$2.5M (-$16.7K)
Filed 2026-10-19
Investment Management Corp
INCREASED
Shares17,211 from 17,203
Change+8 (+0%)
Value$2.4M (+$82.5K)
Filed 2026-11-03
AWM Capital, LLC
DECREASED
Shares17,119 from 17,136
Change-17 (0%)
Value$2.4M (+$78.7K)
Filed 2026-10-16
Next Level Private LLC
INCREASED
Shares17,061 from 16,968
Change+93 (+1%)
Value$2.4M (+$93.5K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
DECREASED
Shares16,959 from 17,059
Change-100 (-1%)
Value$2.4M (+$66.5K)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
INCREASED
Shares16,757 from 16,669
Change+88 (+1%)
Value$2.4M (+$91.3K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares16,487 from 16,300
Change+187 (+1%)
Value$2.3M (+$103.7K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
DECREASED
Shares16,457 from 16,655
Change-198 (-1%)
Value$2.3M (+$50.6K)
Filed 2026-10-27
Redw Wealth LLC
UNCHANGED
Shares16,453 from 16,453
Change0 (0%)
Value$2.3M (+$77.8K)
Filed 2026-11-02
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares16,436 from 16,462
Change-26 (0%)
Value$2.3M (+$74.1K)
Filed 2026-10-07
KPP Advisory Services LLC
DECREASED
Shares16,336 from 17,954
Change-1,618 (-9%)
Value$2.3M (-$145.3K)
Filed 2026-10-26
Tritonpoint Wealth, LLC
UNCHANGED
Shares16,293 from 16,293
Change0 (0%)
Value$2.3M (+$77.1K)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares16,268 from 9,564
Change+6,704 (+70%)
Value$2.3M (+$998.9K)
Filed 2026-11-05
Gilliland Jeter Wealth Management LLC
INCREASED
Shares16,249 from 14,231
Change+2,018 (+14%)
Value$2.3M (+$354.3K)
Filed 2026-10-28
Market Street Wealth Management Advisors LLC
DECREASED
Shares16,209 from 16,305
Change-96 (-1%)
Value$2.3M (+$63.5K)
Filed 2026-10-09
Eclectic Associates Inc
DECREASED
Shares15,994 from 19,275
Change-3,281 (-17%)
Value$2.3M (-$375.6K)
Filed 2026-10-09
HUB Investment Partners, LLC
INCREASED
Shares15,988 from 15,610
Change+378 (+2%)
Value$2.3M (+$127.5K)
Filed 2026-11-03
Sendero Wealth Management, LLC
INCREASED
Shares15,874 from 15,872
Change+2 (+0%)
Value$2.3M (+$75.3K)
Filed 2026-10-14
Finley Financial, LLC
DECREASED
Shares15,870 from 16,220
Change-350 (-2%)
Value$2.3M (+$31.2K)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares15,775 from 15,773
Change+2 (+0%)
Value$2.2M (+$74.9K)
Filed 2026-10-13
Verity Asset Management, Inc.
DECREASED
Shares15,730 from 15,955
Change-225 (-1%)
Value$2.2M (+$44.0K)
Filed 2026-10-30
Orgel Wealth Management, LLC
INCREASED
Shares15,590 from 14,710
Change+880 (+6%)
Value$2.2M (+$194.8K)
Filed 2026-10-14
Legacy Advisors, LLC
UNCHANGED
Shares15,552 from 15,552
Change0 (0%)
Value$2.2M (+$73.6K)
Filed 2026-10-19
LongView Wealth Management
INCREASED
Shares15,448 from 15,325
Change+123 (+1%)
Value$2.2M (+$90.0K)
Filed 2026-10-19
Essex Bank
DECREASED
Shares15,402 from 15,958
Change-556 (-3%)
Value$2.2M (-$3.6K)
Filed 2026-10-16
Focused Alpha, LLC
DECREASED
Shares15,347 from 17,464
Change-2,117 (-12%)
Value$2.2M (-$218.6K)
Filed 2026-10-20
Eagle Strategies LLC
DECREASED
Shares15,340 from 16,377
Change-1,037 (-6%)
Value$2.2M (-$70.1K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
DECREASED
Shares15,333 from 16,736
Change-1,403 (-8%)
Value$2.2M (-$120.4K)
Filed 2026-10-23
Helium Advisors LLC
DECREASED
Shares15,300 from 15,448
Change-148 (-1%)
Value$2.2M (+$52.1K)
Filed 2026-10-23
Signaturefd, LLC
DECREASED
Shares15,285 from 15,835
Change-550 (-3%)
Value$2.2M (-$3.3K)
Filed 2026-10-23
Grey Ledge Advisors, LLC
INCREASED
Shares15,271 from 15,089
Change+182 (+1%)
Value$2.2M (+$97.2K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares15,270 from 15,270
Change0 (0%)
Value$2.2M (+$72.2K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares15,177 from 12,457
Change+2,720 (+22%)
Value$2.2M (+$445.9K)
Filed 2026-10-13
Towerpoint Wealth, LLC
DECREASED
Shares15,130 from 15,353
Change-223 (-1%)
Value$2.2M (+$40.8K)
Filed 2026-10-13
Aspire Private Capital, LLC
DECREASED
Shares15,068 from 15,287
Change-219 (-1%)
Value$2.1M (+$41.2K)
Filed 2026-11-05
Integrated Wealth Management
DECREASED
Shares14,913 from 15,250
Change-337 (-2%)
Value$2.1M (+$24.2K)
Filed 2026-10-19
Burkett Financial Services, LLC
DECREASED
Shares14,902 from 15,093
Change-191 (-1%)
Value$2.1M (+$44.2K)
Filed 2026-10-01
Manchester Capital Management LLC
UNCHANGED
Shares14,554 from 14,554
Change0 (0%)
Value$2.1M (+$68.8K)
Filed 2026-10-22
Gemmer Asset Management LLC
DECREASED
Shares14,411 from 14,635
Change-224 (-2%)
Value$2.1M (+$37.4K)
Filed 2026-10-16
Asset Management One Co., Ltd.
DECREASED
Shares14,400 from 23,700
Change-9,300 (-39%)
Value$2.0M (-$1.2M)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares14,222 from 14,127
Change+95 (+1%)
Value$2.0M (+$80.3K)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares14,141 from 14,141
Change0 (0%)
Value$2.0M (+$76.1K)
Filed 2026-10-09
Central Trust Co
INCREASED
Shares14,137 from 14,077
Change+60 (+0%)
Value$2.0M (+$75.1K)
Filed 2026-11-05
Leslie Global Wealth, LLC
INCREASED
Shares14,109 from 6,576
Change+7,533 (+115%)
Value$2.0M (+$1.1M)
Filed 2026-10-26
Versant Capital Management, Inc
UNCHANGED
Shares14,038 from 14,038
Change0 (0%)
Value$2.0M (+$66.4K)
Filed 2026-10-02
Progressive Investment Management Corp
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$2.0M (+$66.2K)
Filed 2026-10-26
Able Wealth Management LLC
INCREASED
Shares13,978 from 13,842
Change+136 (+1%)
Value$2.0M (+$126.5K)
Filed 2026-10-13
Chapin Davis, Inc.
DECREASED
Shares13,972 from 14,115
Change-143 (-1%)
Value$2.0M (+$46.4K)
Filed 2026-10-09
Confluence Wealth Services, Inc.
UNCHANGED
Shares13,959 from 13,959
Change0 (0%)
Value$2.0M (+$66.0K)
Filed 2026-11-05
West Paces Advisors Inc.
DECREASED
Shares13,945 from 14,404
Change-459 (-3%)
Value$2.0M (+$2.8K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
INCREASED
Shares13,924 from 13,344
Change+580 (+4%)
Value$2.0M (+$145.6K)
Filed 2026-10-22
Semus Wealth Partners LLC
INCREASED
Shares13,751 from 12,743
Change+1,008 (+8%)
Value$2.0M (+$203.7K)
Filed 2026-10-22
Howard Capital Management Group, LLC
DECREASED
Shares13,675 from 13,700
Change-25 (0%)
Value$1.9M (+$61.2K)
Filed 2026-10-16
Insight Advisors, LLC/ PA
DECREASED
Shares13,502 from 13,527
Change-25 (0%)
Value$1.9M (+$60.6K)
Filed 2026-10-22
Tctc Holdings, LLC
INCREASED
Shares13,499 from 13,081
Change+418 (+3%)
Value$1.9M (+$121.3K)
Filed 2026-11-02
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares13,286 from 13,286
Change0 (0%)
Value$1.9M (+$62.8K)
Filed 2026-11-02
Albion Financial Group
DECREASED
Shares13,227 from 18,244
Change-5,017 (-27%)
Value$1.9M (-$627.4K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares13,207 from 13,200
Change+7 (+0%)
Value$1.8M (+$39.1K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares13,125 from 13,425
Change-300 (-2%)
Value$1.9M (+$20.8K)
Filed 2026-10-22
Sageworth Trust Co
INCREASED
Shares13,095 from 13,000
Change+95 (+1%)
Value$1.9M (+$75.0K)
Filed 2026-10-30
Quadrant Capital Group LLC
UNCHANGED
Shares12,995 from 12,995
Change0 (0%)
Value$1.9M (+$91.4K)
Filed 2026-10-20
Key Capital Management, Inc
INCREASED
Shares12,958 from 9,401
Change+3,557 (+38%)
Value$1.8M (+$550.5K)
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares12,908 from 11,027
Change+1,881 (+17%)
Value$1.8M (+$319.7K)
Filed 2026-10-07
Greenwood Gearhart LLC
DECREASED
Shares12,845 from 13,080
Change-235 (-2%)
Value$1.8M (+$28.4K)
Filed 2026-11-02
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares12,832 from 14,880
Change-2,048 (-14%)
Value$1.8M (-$221.0K)
Filed 2026-10-16
Veracity Capital LLC
DECREASED
Shares12,780 from 12,928
Change-148 (-1%)
Value$1.8M (+$40.0K)
Filed 2026-10-08
Ulrich Consultants & Investment Group, LLC
NEW
Shares12,667
Change+12,667
Value$1.8M
Filed 2026-10-13
Avantra Family Wealth, Inc.
INCREASED
Shares12,652 from 10,699
Change+1,953 (+18%)
Value$1.8M (+$328.4K)
Filed 2026-10-20
Morton Capital Management LLC
DECREASED
Shares12,607 from 12,956
Change-349 (-3%)
Value$1.8M (+$11.7K)
Filed 2026-10-23
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$1.8M (+$59.1K)
Filed 2026-10-28
New England Private Wealth Advisors LLC
INCREASED
Shares12,473 from 12,468
Change+5 (+0%)
Value$1.8M (+$118.3K)
Filed 2026-10-19
Enclave Advisors LLC
UNCHANGED
Shares12,361 from 12,361
Change0 (0%)
Value$1.8M (+$58.5K)
Filed 2026-10-14
Equitable Trust Co
UNCHANGED
Shares12,274 from 12,274
Change0 (0%)
Value$1.7M (+$58.1K)
Filed 2026-10-13
Cambridge Capital Management, LLC
DECREASED
Shares12,195 from 12,212
Change-17 (0%)
Value$1.7M (+$55.2K)
Filed 2026-10-19
MKT Advisors LLC
UNCHANGED
Shares12,062 from 12,062
Change0 (0%)
Value$1.7M (+$96.9K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares12,013 from 2,077
Change+9,936 (+478%)
Value$1.7M (+$1.4M)
Filed 2026-10-29
Highland Capital Management, LLC
DECREASED
Shares11,956 from 12,086
Change-130 (-1%)
Value$1.7M (+$38.7K)
Filed 2026-10-26
Mainstream Capital Management LLC
INCREASED
Shares11,950 from 6,871
Change+5,079 (+74%)
Value$1.7M (+$755.0K)
Filed 2026-10-23
Cadinha & Co LLC
DECREASED
Shares11,914 from 12,258
Change-344 (-3%)
Value$1.7M (+$9.0K)
Filed 2026-10-22
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares11,886 from 11,886
Change0 (0%)
Value$1.7M (+$56.2K)
Filed 2026-10-05
Canopy Partners, LLC
DECREASED
Shares11,873 from 12,036
Change-163 (-1%)
Value$1.7M (+$33.7K)
Filed 2026-10-28
Tsfg, LLC
DECREASED
Shares11,850 from 18,468
Change-6,618 (-36%)
Value$1.7K (-$2.5M)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares11,830 from 10,828
Change+1,002 (+9%)
Value$1.7M (+$193.8K)
Filed 2026-10-21
MMA Asset Management LLC
DECREASED
Shares11,742 from 11,761
Change-19 (0%)
Value$1.7M (+$52.9K)
Filed 2026-11-02
Riversedge Advisors, LLC
DECREASED
Shares11,600 from 11,871
Change-271 (-2%)
Value$1.7M (+$17.5K)
Filed 2026-10-09
Bucket List Wealth Management, LLC
DECREASED
Shares11,572 from 11,630
Change-58 (0%)
Value$1.6M (+$46.7K)
Filed 2026-10-22
Bison Wealth, LLC
DECREASED
Shares11,570 from 11,951
Change-381 (-3%)
Value$1.7M (+$34.6K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED
Shares11,548 from 11,723
Change-175 (-1%)
Value$1.6M (+$30.6K)
Filed 2026-10-26
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares11,548 from 11,544
Change+4 (+0%)
Value$1.6M (+$55.2K)
Filed 2026-10-15
ASL Financial, LLC
INCREASED
Shares11,546 from 7,429
Change+4,117 (+55%)
Value$1.6M (+$620.8K)
Filed 2026-10-15
Arcadia Investment Advisors LLC
DECREASED
Shares11,542 from 11,600
Change-58 (0%)
Value$1.6M (+$46.6K)
Filed 2026-10-13
Washington Trust Bank
DECREASED
Shares11,448 from 12,074
Change-626 (-5%)
Value$1.6M (-$31.9K)
Filed 2026-11-03
Greenup Street Wealth Management LLC
DECREASED
Shares11,299 from 11,461
Change-162 (-1%)
Value$1.6M (+$31.2K)
Filed 2026-10-28
Aprio Wealth Management, LLC
DECREASED
Shares11,260 from 15,746
Change-4,486 (-28%)
Value$1.6M (-$563.7K)
Filed 2026-10-28
TCV Trust & Wealth Management, Inc.
DECREASED
Shares11,213 from 11,583
Change-370 (-3%)
Value$1.6M (+$2.2K)
Filed 2026-10-16
Stone Wealth Partners
INCREASED
Shares11,162 from 5,595
Change+5,567 (+100%)
Value$1.6M (+$817.8K)
Filed 2026-11-05
Formidable Asset Management, LLC
DECREASED
Shares11,142 from 11,182
Change-40 (0%)
Value$1.5M (+$267.6K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
INCREASED
Shares11,130 from 9,915
Change+1,215 (+12%)
Value$1.6M (+$219.8K)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares11,067 from 11,067
Change0 (0%)
Value$1.6M (+$52.3K)
Filed 2026-10-28
C2c Wealth Management, LLC
UNCHANGED
Shares11,052 from 11,052
Change0 (0%)
Value$1.6M (+$52.3K)
Filed 2026-10-20
TritonPoint Partners, LLC
DECREASED
Shares11,040 from 17,372
Change-6,332 (-36%)
Value$1.6M (-$818.6K)
Filed 2026-11-05
LexAurum Advisors, LLC
DECREASED
Shares11,036 from 11,055
Change-19 (0%)
Value$1.6M (+$49.5K)
Filed 2026-10-19
Summit Financial Strategies, Inc.
DECREASED
Shares10,999 from 13,029
Change-2,030 (-16%)
Value$1.6M (-$227.2K)
Filed 2026-10-14
First National Bank Sioux Falls
UNCHANGED
Shares10,967 from 10,967
Change0 (0%)
Value$1.6M (+$172.0K)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares10,958 from 11,366
Change-408 (-4%)
Value$1.6M (-$9.2K)
Filed 2026-10-15
CFM Wealth Partners LLC
INCREASED
Shares10,951 from 10,902
Change+49 (+0%)
Value$1.6M (+$58.5K)
Filed 2026-11-05
Churchill Financial Advisors, LLC
DECREASED
Shares10,949 from 11,159
Change-210 (-2%)
Value$1.6M (+$22.9K)
Filed 2026-10-20
Sage Mountain Advisors LLC
UNCHANGED
Shares10,949 from 10,949
Change0 (0%)
Value$1.6M (+$51.8K)
Filed 2026-11-02
True Private Wealth Advisors
INCREASED
Shares10,917 from 10,226
Change+691 (+7%)
Value$1.6M (+$146.7K)
Filed 2026-10-19
Florida Trust Wealth Management Co
UNCHANGED
Shares10,878 from 10,878
Change0 (0%)
Value$1.5M (+$51.5K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares10,861 from 10,473
Change+388 (+4%)
Value$1.5M (+$104.7K)
Filed 2026-10-27
Taylor Financial Group, Inc.
UNCHANGED
Shares10,856 from 10,856
Change0 (0%)
Value$1.5M (+$51.3K)
Filed 2026-11-02
Eagle Bay Advisors LLC
INCREASED
Shares10,843 from 6,289
Change+4,554 (+72%)
Value$1.5M (+$677.6K)
Filed 2026-10-16
Aurora Private Wealth, Inc.
DECREASED
Shares10,806 from 10,953
Change-147 (-1%)
Value$1.5K (-$1.5M)
Filed 2026-10-20
Cooper Financial Group
DECREASED
Shares10,723 from 10,864
Change-141 (-1%)
Value$1.5M (+$31.3K)
Filed 2026-10-07
MN Wealth Advisors, LLC
INCREASED
Shares10,639 from 9,954
Change+685 (+7%)
Value$1.5M (+$144.6K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares10,633 from 11,503
Change-870 (-8%)
Value$1.5M (-$69.4K)
Filed 2026-11-04
Focused Wealth Management, Inc
INCREASED
Shares10,553 from 10,548
Change+5 (+0%)
Value$1.5M (+$50.6K)
Filed 2026-10-30
Bedminster, LLC
DECREASED
Shares10,551 from 10,652
Change-101 (-1%)
Value$1.5M (+$36.0K)
Filed 2026-11-04
One Way Holdings LLC
INCREASED
Shares10,478 from 9,021
Change+1,457 (+16%)
Value$1.5M (+$249.9K)
Filed 2026-10-29
Pennsylvania Capital Management Inc
UNCHANGED
Shares10,356 from 10,356
Change0 (0%)
Value$1.5M (+$49.0K)
Filed 2026-11-05
NorthLanding Financial Partners, LLC
DECREASED
Shares10,333 from 10,420
Change-87 (-1%)
Value$1.5M (+$36.8K)
Filed 2026-10-15
Verum Partners LLC
INCREASED
Shares10,278 from 10,272
Change+6 (+0%)
Value$1.5M (+$49.5K)
Filed 2026-10-21
Saxony Capital Management, LLC
DECREASED
Shares10,254 from 11,488
Change-1,234 (-11%)
Value$1.5M (-$121.3K)
Filed 2026-10-15
Forte Asset Management LLC
UNCHANGED
Shares10,250 from 10,250
Change0 (0%)
Value$1.5M (+$48.5K)
Filed 2026-10-13
McHugh Group, LLC
UNCHANGED
Shares10,250 from 10,250
Change0 (0%)
Value$1.5M (+$48.5K)
Filed 2026-10-19
Fortress Financial Group, LLC
UNCHANGED
Shares10,215 from 10,215
Change0 (0%)
Value$1.5M (+$48.3K)
Filed 2026-10-21
Facet Wealth, Inc.
DECREASED
Shares10,186 from 10,830
Change-644 (-6%)
Value$1.4M (-$40.4K)
Filed 2026-11-04
KFA Private Wealth Group, LLC
UNCHANGED
Shares10,183 from 10,183
Change0 (0%)
Value$1.4M (+$48.2K)
Filed 2026-10-07
Balance Wealth Partners LLC
INCREASED
Shares10,175 from 9,092
Change+1,083 (+12%)
Value$1.4M (+$197.1K)
Filed 2026-10-27
Union Savings Bank
UNCHANGED
Shares10,170 from 10,170
Change0 (0%)
Value$1.4M (+$48.1K)
Filed 2026-10-14
Ballast Rock Private Wealth LLC
INCREASED
Shares10,146 from 10,144
Change+2 (+0%)
Value$1.4M (+$48.2K)
Filed 2026-10-26
Ramiah Investment Group
DECREASED
Shares10,066 from 10,626
Change-560 (-5%)
Value$1.4M (-$29.4K)
Filed 2026-10-20
Legacy Wealth Partners, LLC
INCREASED
Shares10,051 from 9,724
Change+327 (+3%)
Value$1.4M (+$92.5K)
Filed 2026-10-15
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares9,996 from 9,996
Change0 (0%)
Value$1.4M (+$47.3K)
Filed 2026-10-20
Flagship Private Wealth, LLC
DECREASED
Shares9,978 from 11,274
Change-1,296 (-11%)
Value$1.4M (-$131.0K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares9,974 from 7,761
Change+2,213 (+29%)
Value$1.4M (+$351.6K)
Filed 2026-10-13
One Day In July LLC
DECREASED
Shares9,937 from 10,056
Change-119 (-1%)
Value$1.4M (+$30.7K)
Filed 2026-10-30
TCP Asset Management, LLC
DECREASED
Shares9,903 from 10,032
Change-129 (-1%)
Value$1.4M (+$45.4K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
DECREASED
Shares9,852 from 10,109
Change-257 (-3%)
Value$1.4M (+$11.3K)
Filed 2026-10-30
Kessler Investment Group, LLC
DECREASED
Shares9,840 from 11,148
Change-1,308 (-12%)
Value$1.4M (-$133.3K)
Filed 2026-10-08
Archford Capital Strategies, LLC
DECREASED
Shares9,822 from 10,094
Change-272 (-3%)
Value$1.4M (+$9.1K)
Filed 2026-10-19
Americana Partners, LLC
INCREASED
Shares9,780 from 9,768
Change+12 (+0%)
Value$1.4M (+$47.9K)
Filed 2026-10-28
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares9,736 from 9,736
Change0 (0%)
Value$1.4M (+$46.1K)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares9,706 from 9,706
Change0 (0%)
Value$1.4M (+$45.9K)
Filed 2026-10-29
Castleview Partners, LLC
INCREASED
Shares9,682 from 7,090
Change+2,592 (+37%)
Value$1.4M (+$402.3K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
INCREASED
Shares9,681 from 9,545
Change+136 (+1%)
Value$1.4M (+$64.4K)
Filed 2026-10-26
Burns J W & Co Inc
DECREASED
Shares9,655 from 9,746
Change-91 (-1%)
Value$1.4M (+$33.2K)
Filed 2026-10-20
Thrive Wealth Management, LLC
INCREASED
Shares9,627 from 9,612
Change+15 (+0%)
Value$1.4M (+$47.6K)
Filed 2026-10-13
Accredited Investors Inc.
DECREASED
Shares9,622 from 9,672
Change-50 (-1%)
Value$1.4M (+$38.7K)
Filed 2026-11-03
Winthrop Capital Management, LLC
INCREASED
Shares9,611 from 9,581
Change+30 (+0%)
Value$1.4M (+$49.3K)
Filed 2026-11-05
Private Wealth Management Group, LLC
UNCHANGED
Shares9,588 from 9,588
Change0 (0%)
Value$1.4M (+$45.4K)
Filed 2026-10-19
Clayton Financial Group LLC
INCREASED
Shares9,583 from 9,580
Change+3 (+0%)
Value$1.4M (+$45.8K)
Filed 2026-10-13
Essential Investment Partners LLC
INCREASED
Shares9,554 from 3,450
Change+6,104 (+177%)
Value$1.4M (+$884.7K)
Filed 2026-10-27
KWB Wealth
UNCHANGED
Shares9,543 from 9,543
Change0 (0%)
Value$1.4M (+$45.1K)
Filed 2026-10-16
Crescent Grove Advisors, LLC
DECREASED
Shares9,532 from 10,110
Change-578 (-6%)
Value$1.4M (-$34.4K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$1.4M (+$64.0K)
Filed 2026-10-26
First National Trust Co
DECREASED
Shares9,496 from 10,192
Change-696 (-7%)
Value$1.4M (-$50.8K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares9,486 from 9,845
Change-359 (-4%)
Value$1.3M (-$4.6K)
Filed 2026-10-29
Evolution Wealth Advisors, LLC
INCREASED
Shares9,462 from 9,461
Change+1 (+0%)
Value$1.3M (+$44.8K)
Filed 2026-11-03
MCF Advisors LLC
INCREASED
Shares9,460 from 9,391
Change+69 (+1%)
Value$1.3M (+$54.2K)
Filed 2026-10-28
LTG Capital LLC
DECREASED
Shares9,415 from 9,452
Change-37 (0%)
Value$1.3M (+$39.4K)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares9,387 from 9,387
Change0 (0%)
Value$1.3M (+$45.7K)
Filed 2026-10-26
IFG Advisors, LLC
UNCHANGED
Shares9,354 from 9,354
Change0 (0%)
Value$1.3M (+$44.3K)
Filed 2026-10-15
Berman McAleer LLC
UNCHANGED
Shares9,325 from 9,325
Change0 (0%)
Value$1.3M (+$44.1K)
Filed 2026-10-16
Beacon Financial Group
INCREASED
Shares9,252 from 9,162
Change+90 (+1%)
Value$1.3M (+$56.1K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares9,218 from 8,968
Change+250 (+3%)
Value$1.3M (+$80.4K)
Filed 2026-10-20
Parkside Financial Bank & Trust
DECREASED
Shares9,163 from 9,677
Change-514 (-5%)
Value$1.3M (-$27.4K)
Filed 2026-10-27
Independence Bank of Kentucky
DECREASED
Shares9,113 from 9,142
Change-29 (0%)
Value$1.3M (+$39.1K)
Filed 2026-10-26
Tompkins Financial Corp
INCREASED
Shares9,091 from 8,990
Change+101 (+1%)
Value$1.3M (+$56.9K)
Filed 2026-10-05
Aaron Wealth Advisors LLC
UNCHANGED
Shares9,030 from 9,030
Change0 (0%)
Value$1.3M (+$42.7K)
Filed 2026-10-13
Breachway Investments LLC
DECREASED
Shares9,026 from 9,288
Change-262 (-3%)
Value$1.3M (+$6.7K)
Filed 2026-10-19
Montag A & Associates Inc
DECREASED
Shares8,970 from 9,258
Change-288 (-3%)
Value$1.3M (+$2.8K)
Filed 2026-10-29
Neumann Capital Management, LLC
UNCHANGED
Shares8,950 from 8,950
Change0 (0%)
Value$1.3M (+$42.3K)
Filed 2026-10-15
Optivise Advisory Services LLC
DECREASED
Shares8,908 from 9,367
Change-459 (-5%)
Value$1.3M (-$21.0K)
Filed 2026-10-19
Sigma Investment Counselors Inc
INCREASED
Shares8,860 from 8,822
Change+38 (+0%)
Value$1.3M (+$47.1K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares8,822 from 19,460
Change-10,638 (-55%)
Value$1.3M (-$1.4M)
Filed 2026-10-07
Gibson Capital, LLC
NEW
Shares8,811
Change+8,811
Value$1.3M
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED
Shares8,810 from 7,434
Change+1,376 (+19%)
Value$1.3M (+$230.9K)
Filed 2026-11-04
Milestone Asset Management Group, LLC
INCREASED
Shares8,661 from 8,621
Change+40 (+0%)
Value$1.2M (+$46.4K)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares8,604 from 7,885
Change+719 (+9%)
Value$1.2M (+$139.6K)
Filed 2026-10-28
Reynders McVeigh Capital Management, LLC
DECREASED
Shares8,552 from 8,895
Change-343 (-4%)
Value$1.2M (-$6.4K)
Filed 2026-10-30
CRA Financial Services, LLC
DECREASED
Shares8,540 from 8,549
Change-9 (0%)
Value$1.2M (+$39.2K)
Filed 2026-10-16
Processus Wealth & Capital Management, LLC
UNCHANGED
Shares8,540 from 8,540
Change0 (0%)
Value$1.2M (+$40.4K)
Filed 2026-10-16
Sterling Investment Advisors LLC
DECREASED
Shares8,516 from 8,550
Change-34 (0%)
Value$1.2M (+$35.7K)
Filed 2026-10-27
CGN Advisors LLC
INCREASED
Shares8,484 from 6,313
Change+2,171 (+34%)
Value$1.2M (+$338.7K)
Filed 2026-10-21
Idaho Trust Co
DECREASED
Shares8,483 from 10,699
Change-2,216 (-21%)
Value$1.2M (-$264.6K)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares8,478 from 9,704
Change-1,226 (-13%)
Value$1.2M (-$128.5K)
Filed 2026-10-14
Moneco Advisors, LLC
DECREASED
Shares8,477 from 9,414
Change-937 (-10%)
Value$1.2M (-$88.8K)
Filed 2026-11-05
Elevated Capital Advisors, LLC
DECREASED
Shares8,432 from 8,610
Change-178 (-2%)
Value$1.2M (+$15.4K)
Filed 2026-11-04
Grandfield & Dodd, LLC
UNCHANGED
Shares8,430 from 8,430
Change0 (0%)
Value$1.2M (+$39.9K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED
Shares8,409 from 8,409
Change0 (0%)
Value$1.2M (+$48.7K)
Filed 2026-10-16
Apollon Financial, LLC
INCREASED
Shares8,385 from 8,168
Change+217 (+3%)
Value$1.2M (+$69.4K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
UNCHANGED
Shares8,384 from 8,384
Change0 (0%)
Value$1.2M (+$55.0K)
Filed 2026-10-27
Jnba Financial Advisors
INCREASED
Shares8,373 from 7,778
Change+595 (+8%)
Value$1.2M (+$121.4K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED
Shares8,332 from 7,935
Change+397 (+5%)
Value$1.2M (+$94.0K)
Filed 2026-11-05
Tarbox Family Office, Inc.
UNCHANGED
Shares8,323 from 8,323
Change0 (0%)
Value$1.2M (+$39.4K)
Filed 2026-10-23
Durante & Waters, LLC
UNCHANGED
Shares8,300 from 8,300
Change0 (0%)
Value$1.2M (+$39.3K)
Filed 2026-10-28
TL Private Wealth
INCREASED
Shares8,235 from 8,228
Change+7 (+0%)
Value$1.2M (+$71.5K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
DECREASED
Shares8,214 from 58,230
Change-50,016 (-86%)
Value$1.2M (-$6.8M)
Filed 2026-10-16
Curry Webb Wealth Management LLC
UNCHANGED
Shares8,151 from 8,151
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-22
RCS Financial Planning, LLC
DECREASED
Shares8,146 from 8,837
Change-691 (-8%)
Value$1.2M (-$56.6K)
Filed 2026-10-14
Vestor Capital, LLC
INCREASED
Shares8,121 from 203
Change+7,918 (+3900%)
Value$7.7K (+$7.7K)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares8,115 from 8,115
Change0 (0%)
Value$1.2M (+$38.4K)
Filed 2026-10-23
Capital Investment Advisors, LLC
DECREASED
Shares8,079 from 8,298
Change-219 (-3%)
Value$1.1M (+$8.1K)
Filed 2026-10-22
Quartz Partners, LLC
INCREASED
Shares8,013 from 7,969
Change+44 (+1%)
Value$1.1M (+$43.9K)
Filed 2026-11-03
Salem Investment Counselors Inc
UNCHANGED
Shares7,980 from 7,980
Change0 (0%)
Value$1.1M (+$37.7K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
DECREASED
Shares7,959 from 8,118
Change-159 (-2%)
Value$1.1M (+$15.8K)
Filed 2026-10-21
Clarity Asset Management, Inc.
DECREASED
Shares7,947 from 7,983
Change-36 (0%)
Value$1.1M (+$32.6K)
Filed 2026-10-14
Lockerman Financial Group, Inc.
INCREASED
Shares7,887 from 7,152
Change+735 (+10%)
Value$1.1M (+$138.4K)
Filed 2026-10-19
Iams Wealth Management, LLC
INCREASED
Shares7,885 from 7,705
Change+180 (+2%)
Value$1.1M (+$61.9K)
Filed 2026-10-15
World Equity Group, Inc.
DECREASED
Shares7,829 from 14,006
Change-6,177 (-44%)
Value$1.1M (-$812.9K)
Filed 2026-10-14
KRM Wealth Management L.L.C.
INCREASED
Shares7,779 from 7,772
Change+7 (+0%)
Value$1.1M (+$37.8K)
Filed 2026-11-02
Atticus Wealth Management, LLC
DECREASED
Shares7,717 from 7,791
Change-74 (-1%)
Value$1.1M (+$26.3K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares7,715 from 7,259
Change+456 (+6%)
Value$1.1M (+$99.2K)
Filed 2026-10-16
Financial Partners Group, Inc
INCREASED
Shares7,666 from 7,664
Change+2 (+0%)
Value$1.1M (+$36.4K)
Filed 2026-10-19
Fulcrum Equity Management
INCREASED
Shares7,664 from 6,807
Change+857 (+13%)
Value$1.1M (+$154.1K)
Filed 2026-10-21
Victory Financial Group, LLC
NEW
Shares7,637
Change+7,637
Value$1.1M
Filed 2026-10-27
Cornerstone Wealth Group, LLC
DECREASED
Shares7,617 from 10,165
Change-2,548 (-25%)
Value$1.1M (-$314.4K)
Filed 2026-11-02
Welch & Forbes LLC
UNCHANGED
Shares7,589 from 7,589
Change0 (0%)
Value$1.1M (+$35.9K)
Filed 2026-11-04
City Holding Co
INCREASED
Shares7,505 from 6,657
Change+848 (+13%)
Value$1.1M (+$152.1K)
Filed 2026-10-19
Chesley Taft & Associates LLC
DECREASED
Shares7,478 from 7,521
Change-43 (-1%)
Value$1.1M (+$29.5K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED
Shares7,452 from 8,007
Change-555 (-7%)
Value$1.1M (-$41.1K)
Filed 2026-10-16
BAM Wealth Management, LLC
INCREASED
Shares7,443 from 6,998
Change+445 (+6%)
Value$1.1M (+$96.4K)
Filed 2026-10-15
Gerald Baker Financial Group LLC
INCREASED
Shares7,425 from 7,420
Change+5 (+0%)
Value$1.1M (+$35.9K)
Filed 2026-10-09
Blue Capital, Inc.
DECREASED
Shares7,395 from 7,413
Change-18 (0%)
Value$1.1M (+$32.5K)
Filed 2026-10-13
NBT Bank, N.A.
INCREASED
Shares7,392 from 7,051
Change+341 (+5%)
Value$1.1M (+$81.9K)
Filed 2026-10-21
Verus Wealth Management, LLC
UNCHANGED
Shares7,368 from 7,368
Change0 (0%)
Value$1.0M (+$34.9K)
Filed 2026-10-13
Birch Hill Investment Advisors LLC
UNCHANGED
Shares7,361 from 7,361
Change0 (0%)
Value$1.0M (+$34.8K)
Filed 2026-10-16
Arbor Investment Advisors, LLC
UNCHANGED
Shares7,309 from 7,309
Change0 (0%)
Value$1.0M (+$34.6K)
Filed 2026-10-26
Buska Wealth Management, LLC
INCREASED
Shares7,298 from 7,238
Change+60 (+1%)
Value$1.0M (+$42.9K)
Filed 2026-10-08
Evergreen Private Wealth LLC
INCREASED
Shares7,268 from 6,742
Change+526 (+8%)
Value$1.0M (+$106.6K)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares7,245 from 7,245
Change0 (0%)
Value$1.0M (+$34.3K)
Filed 2026-11-05
Atlatl Advisers LLC
DECREASED
Shares7,209 from 7,347
Change-138 (-2%)
Value$1.0M (+$15.1K)
Filed 2026-10-22
Bank of Stockton
INCREASED
Shares7,209 from 7,107
Change+102 (+1%)
Value$1.0M (+$48.1K)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares7,197 from 7,197
Change0 (0%)
Value$1.0M (+$34.0K)
Filed 2026-10-30
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares7,188 from 7,096
Change+92 (+1%)
Value$1.0M (+$46.6K)
Filed 2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED
Shares7,145 from 7,142
Change+3 (+0%)
Value$1.0M (+$34.2K)
Filed 2026-10-05
Trust Co of the South
DECREASED
Shares7,122 from 7,163
Change-41 (-1%)
Value$1.0M (+$28.0K)
Filed 2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED
Shares7,087 from 7,080
Change+7 (+0%)
Value$1.0M (+$34.4K)
Filed 2026-10-19
Norden Group LLC
INCREASED
Shares7,076 from 6,950
Change+126 (+2%)
Value$1.0M (+$50.7K)
Filed 2026-10-20
QTR Family Wealth, LLC
DECREASED
Shares7,036 from 7,116
Change-80 (-1%)
Value$1.0M (+$22.3K)
Filed 2026-11-02
Riverbend Wealth Management, LLC
INCREASED
Shares7,025 from 2,574
Change+4,451 (+173%)
Value$999.4K (+$645.4K)
Filed 2026-10-15
HCR Wealth Advisors
DECREASED
Shares6,939 from 6,976
Change-37 (-1%)
Value$987.1K (+$27.7K)
Filed 2026-10-15
Single Point Partners, LLC
DECREASED
Shares6,932 from 7,121
Change-189 (-3%)
Value$986.1K (+$6.8K)
Filed 2026-10-19
Middleton & Co Inc
DECREASED
Shares6,915 from 7,380
Change-465 (-6%)
Value$983.7K (-$31.2K)
Filed 2026-10-23
Councilor Wealth, LLC
DECREASED
Shares6,829 from 7,076
Change-247 (-3%)
Value$971.5K (-$1.7K)
Filed 2026-10-09
Bank of New Hampshire
UNCHANGED
Shares6,789 from 6,789
Change0 (0%)
Value$965.8K (+$32.1K)
Filed 2026-10-06
Oxler Private Wealth LLC
INCREASED
Shares6,773 from 6,769
Change+4 (+0%)
Value$963.6K (+$32.7K)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares6,737 from 6,892
Change-155 (-2%)
Value$958.4K (+$10.5K)
Filed 2026-10-28
Watershed Private Wealth LLC
DECREASED
Shares6,713 from 7,002
Change-289 (-4%)
Value$955.0K (-$8.0K)
Filed 2026-10-30
Affinity Capital Advisors, LLC
UNCHANGED
Shares6,697 from 6,697
Change0 (0%)
Value$972.6K (+$54.4K)
Filed 2026-10-13
Blankinship & Foster, LLC
DECREASED
Shares6,683 from 7,051
Change-368 (-5%)
Value$950.8K (-$19.0K)
Filed 2026-10-19
Sentinel Advisory Group, LLC
INCREASED
Shares6,679 from 6,422
Change+257 (+4%)
Value$950.2K (+$66.9K)
Filed 2026-10-20
Meridian Wealth Management, LLC
UNCHANGED
Shares6,606 from 6,606
Change0 (0%)
Value$939.8K (+$31.3K)
Filed 2026-11-05
Aureum Wealth Management, LLC
UNCHANGED
Shares6,599 from 6,599
Change0 (0%)
Value$938.8K (+$31.2K)
Filed 2026-10-15
Opal Wealth Advisors, LLC
DECREASED
Shares6,581 from 6,629
Change-48 (-1%)
Value$936.2K (+$24.5K)
Filed 2026-10-16
GEN Financial Management, Inc.
UNCHANGED
Shares6,553 from 6,553
Change0 (0%)
Value$932.2K (+$31.0K)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares6,543 from 6,407
Change+136 (+2%)
Value$930.9K (+$49.7K)
Filed 2026-10-19
Everhart Financial Group, Inc.
INCREASED
Shares6,527 from 6,431
Change+96 (+1%)
Value$928.5K (+$44.1K)
Filed 2026-10-08
Elevation Wealth Management LLC
DECREASED
Shares6,449 from 6,586
Change-137 (-2%)
Value$917.5K (+$11.7K)
Filed 2026-11-02
Tenet Wealth Partners, LLC
DECREASED
Shares6,440 from 6,492
Change-52 (-1%)
Value$916.2K (+$57.1K)
Filed 2026-10-19
United Community Bank
UNCHANGED
Shares6,437 from 6,437
Change0 (0%)
Value$915.7K (+$30.4K)
Filed 2026-10-28
Woodmont Investment Counsel LLC
UNCHANGED
Shares6,413 from 6,413
Change0 (0%)
Value$912.3K (+$30.3K)
Filed 2026-10-29
Wallington Asset Management, LLC
DECREASED
Shares6,410 from 6,630
Change-220 (-3%)
Value$911.9K (+$63)
Filed 2026-11-04
Park National Corp
DECREASED
Shares6,388 from 6,420
Change-32 (0%)
Value$908.8K (+$25.8K)
Filed 2026-10-05
4J Wealth Management LLC
DECREASED
Shares6,361 from 8,061
Change-1,700 (-21%)
Value$904.9K (-$203.7K)
Filed 2026-11-02
Certuity, LLC
UNCHANGED
Shares6,360 from 6,360
Change0 (0%)
Value$904.8K (+$30.1K)
Filed 2026-11-02
Guyasuta Investment Advisors Inc
UNCHANGED
Shares6,324 from 6,324
Change0 (0%)
Value$899.6K (+$29.9K)
Filed 2026-10-15
Claro Advisors Inc.
DECREASED
Shares6,319 from 6,326
Change-7 (0%)
Value$899.0K (+$28.9K)
Filed 2026-11-02
tru Independence LLC
INCREASED
Shares6,284 from 6,281
Change+3 (+0%)
Value$893.9K (+$30.1K)
Filed 2026-10-20
RMG Wealth Management LLC
UNCHANGED
Shares6,275 from 6,275
Change0 (0%)
Value$861.1K (-$26.8K)
Filed 2026-10-26
Midwest Capital Advisors, LLC
UNCHANGED
Shares6,248 from 6,248
Change0 (0%)
Value$888.9K (+$29.6K)
Filed 2026-11-04
Able Financial Group, LLC
UNCHANGED
Shares6,247 from 6,247
Change0 (0%)
Value$888.7K (+$29.5K)
Filed 2026-10-14
Midwest Financial Network, LLC
INCREASED
Shares6,234 from 5,428
Change+806 (+15%)
Value$886.9K (+$140.3K)
Filed 2026-10-13
Moneywise, Inc.
DECREASED
Shares6,214 from 9,627
Change-3,413 (-35%)
Value$884.1K (-$439.9K)
Filed 2026-10-30
Intergy Private Wealth, LLC
UNCHANGED
Shares6,121 from 6,121
Change0 (0%)
Value$870.8K (+$29.0K)
Filed 2026-10-16
Amplius Wealth Advisors, LLC
INCREASED
Shares6,112 from 4,948
Change+1,164 (+24%)
Value$869.5K (+$189.0K)
Filed 2026-10-20
Clark Wealth Partners
DECREASED
Shares6,105 from 6,143
Change-38 (-1%)
Value$868.5K (+$23.7K)
Filed 2026-10-19
Balboa Wealth Partners
DECREASED
Shares6,080 from 8,199
Change-2,119 (-26%)
Value$864.9K (-$262.7K)
Filed 2026-10-20
SkyOak Wealth, LLC
DECREASED
Shares6,072 from 6,102
Change-30 (0%)
Value$863.8K (+$24.6K)
Filed 2026-10-28
Pinkerton Wealth, LLC
DECREASED
Shares6,070 from 26,326
Change-20,256 (-77%)
Value$863.5K (-$2.1M)
Filed 2026-10-29
HMS Capital Management, LLC
UNCHANGED
Shares6,024 from 6,024
Change0 (0%)
Value$857.0K (+$28.5K)
Filed 2026-10-20
Rinkey Investments
UNCHANGED
Shares6,022 from 6,022
Change0 (0%)
Value$856.7K (+$28.5K)
Filed 2026-10-28
Bluesphere Advisors LLC
UNCHANGED
Shares5,952 from 5,952
Change0 (0%)
Value$846.7K (+$28.2K)
Filed 2026-10-19
Worth Financial Advisory Group, LLC
DECREASED
Shares5,909 from 5,991
Change-82 (-1%)
Value$840.6K (+$16.7K)
Filed 2026-10-19
Oppenheimer Asset Management Inc.
INCREASED
Shares5,907 from 5,417
Change+490 (+9%)
Value$840.3K (+$95.3K)
Filed 2026-10-27
Old Port Advisors
DECREASED
Shares5,883 from 6,771
Change-888 (-13%)
Value$836.9K (-$94.3K)
Filed 2026-10-23
Raab & Moskowitz Asset Management LLC
INCREASED
Shares5,816 from 4,588
Change+1,228 (+27%)
Value$827.3K (+$196.4K)
Filed 2026-11-02
Pacific Excel Wealth Advisors, Inc.
INCREASED
Shares5,786 from 3,288
Change+2,498 (+76%)
Value$822.6K (+$370.4K)
Filed 2026-10-27
Bare Financial Services, Inc
UNCHANGED
Shares5,785 from 5,785
Change0 (0%)
Value$823.0K (+$27.4K)
Filed 2026-11-04
Strategy Asset Managers LLC
INCREASED
Shares5,783 from 5,262
Change+521 (+10%)
Value$822.8K (+$99.1K)
Filed 2026-10-14
Lifestyle Asset Management, Inc.
INCREASED
Shares5,778 from 5,459
Change+319 (+6%)
Value$822.0K (+$71.2K)
Filed 2026-10-20
Investors Research Corp
INCREASED
Shares5,752 from 5,414
Change+338 (+6%)
Value$818.3K (+$73.7K)
Filed 2026-10-07
Spinnaker Investment Group, LLC
INCREASED
Shares5,739 from 5,618
Change+121 (+2%)
Value$816.5K (+$43.8K)
Filed 2026-10-13
Welch Group, LLC
INCREASED
Shares5,727 from 5,668
Change+59 (+1%)
Value$814.7K (+$35.2K)
Filed 2026-10-29
Kestra Investment Management, LLC
DECREASED
Shares5,714 from 12,700
Change-6,986 (-55%)
Value$812.9K (-$933.6K)
Filed 2026-11-04
Burk Holdings LLC
INCREASED
Shares5,701 from 107
Change+5,594 (+5228%)
Value$811.0K (+$796.3K)
Filed 2026-11-05
SwitchPoint Financial Planning, LLC
INCREASED
Shares5,699 from 4,656
Change+1,043 (+22%)
Value$810.7K (+$170.4K)
Filed 2026-11-02
Garde Capital, Inc.
UNCHANGED
Shares5,632 from 5,632
Change0 (0%)
Value$801.2K (+$26.6K)
Filed 2026-10-29
CWS Financial Advisors, LLC
INCREASED
Shares5,614 from 5,612
Change+2 (+0%)
Value$798.6K (+$26.8K)
Filed 2026-10-16
First Nebraska Trust Co
DECREASED
Shares5,608 from 5,812
Change-204 (-4%)
Value$797.8K (-$1.5K)
Filed 2026-10-30
Capital Squared Financial LLC
INCREASED
Shares5,589 from 4,672
Change+917 (+20%)
Value$795.1K (+$152.6K)
Filed 2026-10-30
Altfest L J & Co Inc
UNCHANGED
Shares5,566 from 5,566
Change0 (0%)
Value$791.8K (+$26.3K)
Filed 2026-10-27
Timonier Family Office, Ltd.
UNCHANGED
Shares5,536 from 5,536
Change0 (0%)
Value$787.6K (+$26.2K)
Filed 2026-11-03
Coyle Financial Counsel LLC
INCREASED
Shares5,518 from 3,751
Change+1,767 (+47%)
Value$785.0K (+$269.1K)
Filed 2026-10-28
PUREfi Wealth, LLC
DECREASED
Shares5,495 from 5,561
Change-66 (-1%)
Value$781.7K (+$16.9K)
Filed 2026-10-19
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares5,493 from 5,493
Change0 (0%)
Value$781.4K (+$26.0K)
Filed 2026-10-06
Quadcap Wealth Management, LLC
DECREASED
Shares5,438 from 5,546
Change-108 (-2%)
Value$773.6K (+$10.9K)
Filed 2026-11-02
Dynamic Financial Group
INCREASED
Shares5,394 from 5,392
Change+2 (+0%)
Value$767.4K (+$25.8K)
Filed 2026-10-28
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares5,385 from 5,385
Change0 (0%)
Value$766.1K (+$25.5K)
Filed 2026-10-23
River Street Advisors LLC
UNCHANGED
Shares5,377 from 5,377
Change0 (0%)
Value$764.9K (+$25.4K)
Filed 2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED
Shares5,352 from 5,352
Change0 (0%)
Value$761.4K (+$25.3K)
Filed 2026-10-21
Principle Wealth Partners LLC
UNCHANGED
Shares5,319 from 5,319
Change0 (0%)
Value$756.7K (+$25.2K)
Filed 2026-11-02
Foguth Wealth Management, Llc.
DECREASED
Shares5,282 from 5,511
Change-229 (-4%)
Value$733.8K (-$8.4K)
Filed 2026-10-19
Diversified Enterprises, LLC
DECREASED
Shares5,262 from 5,603
Change-341 (-6%)
Value$748.5K (-$22.0K)
Filed 2026-10-19
Palisade Asset Management, LLC
UNCHANGED
Shares5,234 from 5,234
Change0 (0%)
Value$744.6K (+$24.8K)
Filed 2026-11-03
KRS Capital Management, LLC
UNCHANGED
Shares5,222 from 5,222
Change0 (0%)
Value$742.9K (+$24.7K)
Filed 2026-10-16
Tucker Asset Management LLC
INCREASED
Shares5,220 from 4,703
Change+517 (+11%)
Value$742.6K (+$95.7K)
Filed 2026-10-29
Oak Harvest Investment Services
INCREASED
Shares5,171 from 5,168
Change+3 (+0%)
Value$735.6K (+$24.8K)
Filed 2026-10-20
Howard Financial Services, Ltd.
INCREASED
Shares5,169 from 5,166
Change+3 (+0%)
Value$735.4K (+$24.9K)
Filed 2026-10-15
Renasant Bank
DECREASED
Shares5,161 from 10,202
Change-5,041 (-49%)
Value$734.2K (-$668.9K)
Filed 2026-11-05
Titleist Asset Management, LLC
NEW
Shares5,152
Change+5,152
Value$732.9K
Filed 2026-10-08
Curtis Advisory Group, LLC
UNCHANGED
Shares5,139 from 5,139
Change0 (0%)
Value$731.1K (+$24.3K)
Filed 2026-10-28
Parthenon LLC
UNCHANGED
Shares5,136 from 5,136
Change0 (0%)
Value$730.6K (+$24.3K)
Filed 2026-10-22
Smith Chas P & Associates PA Cpas
DECREASED
Shares5,128 from 5,363
Change-235 (-4%)
Value$712.5K (-$25.1K)
Filed 2026-10-22
Courage Miller Partners, LLC
DECREASED
Shares5,115 from 5,118
Change-3 (0%)
Value$727.7K (+$23.8K)
Filed 2026-10-21
Segment Wealth Management, LLC
UNCHANGED
Shares5,096 from 5,096
Change0 (0%)
Value$725.0K (+$24.1K)
Filed 2026-10-26
Trust Co of Toledo NA
UNCHANGED
Shares5,081 from 5,081
Change0 (0%)
Value$722.8K (+$24.0K)
Filed 2026-10-16
Prairie Advisory, LLC
INCREASED
Shares5,074 from 2,537
Change+2,537 (+100%)
Value$721.8K (+$372.9K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
INCREASED
Shares5,072 from 5,067
Change+5 (+0%)
Value$721.5K (+$24.7K)
Filed 2026-10-27
Brown Miller Wealth Management, LLC
NEW
Shares5,068
Change+5,068
Value$720.9K
Filed 2026-11-02
Integrated Capital Management, LLC
INCREASED
Shares5,064 from 5,061
Change+3 (+0%)
Value$720.4K (+$24.3K)
Filed 2026-10-23
Objective Capital Management, LLC
UNCHANGED
Shares5,053 from 5,053
Change0 (0%)
Value$718.9K (+$23.9K)
Filed 2026-10-13
Mengis Capital Management, Inc.
INCREASED
Shares5,052 from 4,610
Change+442 (+10%)
Value$718.7K (+$84.5K)
Filed 2026-10-13
Valpey Financial Services, LLC
DECREASED
Shares5,042 from 5,212
Change-170 (-3%)
Value$717.3K (+$423)
Filed 2026-10-30
Fulton Bank, N.A.
DECREASED
Shares5,001 from 5,103
Change-102 (-2%)
Value$711.4K (+$9.6K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
DECREASED
Shares4,991 from 5,788
Change-797 (-14%)
Value$710.0K (-$86.1K)
Filed 2026-11-03
Huntleigh Advisors, Inc.
INCREASED
Shares4,984 from 4,983
Change+1 (+0%)
Value$709.0K (+$23.6K)
Filed 2026-11-03
Silverlake Wealth Management LLC
DECREASED
Shares4,911 from 5,925
Change-1,014 (-17%)
Value$698.7K (-$116.2K)
Filed 2026-10-21
First County Bank
INCREASED
Shares4,906 from 4,790
Change+116 (+2%)
Value$697.9K (+$39.2K)
Filed 2026-10-13
Level Wealth Management LLC
INCREASED
Shares4,906 from 4,876
Change+30 (+1%)
Value$698.0K (+$27.3K)
Filed 2026-10-23
True Freedom Investing, LLC
DECREASED
Shares4,901 from 26,946
Change-22,045 (-82%)
Value$697.2K (-$2.4M)
Filed 2026-10-29
Pictet North America Advisors SA
UNCHANGED
Shares4,872 from 4,872
Change0 (0%)
Value$693.1K (+$23.0K)
Filed 2026-10-21
Stirlingshire Investments, Inc.
INCREASED
Shares4,858 from 4,541
Change+317 (+7%)
Value$691.1K (+$66.6K)
Filed 2026-11-05
Goldstein Advisors, LLC
INCREASED
Shares4,852 from 4,793
Change+59 (+1%)
Value$690.2K (+$31.1K)
Filed 2026-10-15
Gradient Investments LLC
DECREASED
Shares4,848 from 5,443
Change-595 (-11%)
Value$689.7K (-$58.9K)
Filed 2026-10-08
JGP Wealth Management, LLC
UNCHANGED
Shares4,831 from 4,831
Change0 (0%)
Value$687.2K (+$22.8K)
Filed 2026-10-13
Gutierrez Wealth Advisory, LLC
INCREASED
Shares4,824 from 4,728
Change+96 (+2%)
Value$686.2K (+$36.0K)
Filed 2026-11-02
Secure Asset Management, LLC
INCREASED
Shares4,814 from 3,941
Change+873 (+22%)
Value$684.8K (+$142.8K)
Filed 2026-10-19
Good Harbor Advisors, Inc.
INCREASED
Shares4,793 from 4,790
Change+3 (+0%)
Value$681.9K (+$22.7K)
Filed 2026-10-20
Trilogy Capital Inc.
DECREASED
Shares4,758 from 5,055
Change-297 (-6%)
Value$676.9K (-$18.3K)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares4,744 from 4,740
Change+4 (+0%)
Value$674.8K (+$23.0K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
INCREASED
Shares4,733 from 4,729
Change+4 (+0%)
Value$673.3K (+$22.9K)
Filed 2026-10-23
Fusion Capital, LLC
INCREASED
Shares4,706 from 4,397
Change+309 (+7%)
Value$669.5K (+$64.7K)
Filed 2026-10-28
Enzi Wealth
UNCHANGED
Shares4,706 from 4,706
Change0 (0%)
Value$680.3K (+$31.4K)
Filed 2026-10-14
WealthBridge Capital Management, LLC
DECREASED
Shares4,705 from 4,729
Change-24 (-1%)
Value$669.3K (+$19.0K)
Filed 2026-10-16
WT Wealth Management
UNCHANGED
Shares4,704 from 4,704
Change0 (0%)
Value$669.2K (+$22.3K)
Filed 2026-10-13
Horizon Wealth Management, LLC
UNCHANGED
Shares4,668 from 4,668
Change0 (0%)
Value$664.1K (+$22.2K)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares4,666 from 4,294
Change+372 (+9%)
Value$663.8K (+$73.2K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
DECREASED
Shares4,654 from 4,720
Change-66 (-1%)
Value$662.0K (+$12.9K)
Filed 2026-10-30
Prism Planning Partners LLC
UNCHANGED
Shares4,638 from 4,638
Change0 (0%)
Value$659.8K (+$21.9K)
Filed 2026-10-27
Blackston Financial Advisory Group, LLC
DECREASED
Shares4,627 from 4,689
Change-62 (-1%)
Value$658.2K (+$13.2K)
Filed 2026-11-04
Base Wealth Management LLC
DECREASED
Shares4,618 from 4,709
Change-91 (-2%)
Value$656.9K (+$9.4K)
Filed 2026-10-21
Aspen Investment Management Inc
UNCHANGED
Shares4,610 from 4,610
Change0 (0%)
Value$656.0K (+$655.4K)
Filed 2026-11-05
AA Financial Advisors, LLC
INCREASED
Shares4,603 from 3,822
Change+781 (+20%)
Value$654.9K (+$129.3K)
Filed 2026-10-19
Canandaigua National Bank & Trust Co
DECREASED
Shares4,592 from 4,887
Change-295 (-6%)
Value$653.3K (-$18.9K)
Filed 2026-10-07
Stephen J. Garry & Associates, LLC
DECREASED
Shares4,590 from 6,690
Change-2,100 (-31%)
Value$653.0K (-$267.1K)
Filed 2026-11-05
Vicus Capital
DECREASED
Shares4,584 from 4,862
Change-278 (-6%)
Value$652.1K (-$16.6K)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares4,579 from 3,644
Change+935 (+26%)
Value$651.5K (+$150.4K)
Filed 2026-11-05
Brown Wealth Management, LLC
UNCHANGED
Shares4,558 from 4,558
Change0 (0%)
Value$648.4K (+$21.6K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares4,553 from 4,496
Change+57 (+1%)
Value$647.7K (+$29.4K)
Filed 2026-10-26
BOS Asset Management, LLC
UNCHANGED
Shares4,548 from 4,548
Change0 (0%)
Value$647.0K (+$21.5K)
Filed 2026-10-09
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares4,539 from 4,539
Change0 (0%)
Value$645.7K (+$21.5K)
Filed 2026-10-19
GreatBanc Trust Co
INCREASED
Shares4,500 from 4,200
Change+300 (+7%)
Value$640.2K (+$62.5K)
Filed 2026-11-04
Annex Advisory Services, LLC
INCREASED
Shares4,494 from 4,312
Change+182 (+4%)
Value$639.3K (+$46.3K)
Filed 2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares4,494 from 4,494
Change0 (0%)
Value$639.3K (+$21.3K)
Filed 2026-10-23
Canvas Wealth Advisors, LLC
INCREASED
Shares4,456 from 4,401
Change+55 (+1%)
Value$615.5K (+$10.2K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
UNCHANGED
Shares4,452 from 4,452
Change0 (0%)
Value$633.3K (+$21.1K)
Filed 2026-10-22
Accurate Wealth Management, LLC
DECREASED
Shares4,443 from 4,548
Change-105 (-2%)
Value$642.3K (+$12.0K)
Filed 2026-10-20
Independent Wealth Network Inc.
INCREASED
Shares4,432 from 4,327
Change+105 (+2%)
Value$630.5K (+$35.5K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares4,429 from 3,837
Change+592 (+15%)
Value$630.2K (+$102.5K)
Filed 2026-10-16
Presilium Private Wealth, LLC
DECREASED
Shares4,408 from 4,496
Change-88 (-2%)
Value$627.1K (+$8.7K)
Filed 2026-10-26
Curbstone Financial Management Corp
DECREASED
Shares4,400 from 4,500
Change-100 (-2%)
Value$625.9K (+$7.1K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares4,339 from 4,344
Change-5 (0%)
Value$617.3K (+$19.9K)
Filed 2026-11-04
Legacy Bridge, LLC
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$616.0K (+$20.5K)
Filed 2026-10-28
Sageworth Trust Co of South Dakota
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$616.0K (+$20.5K)
Filed 2026-10-30
Chilton Capital Management LLC
INCREASED
Shares4,321 from 576
Change+3,745 (+650%)
Value$614.7K (+$535.5K)
Filed 2026-10-28
Verdence Capital Advisors LLC
DECREASED
Shares4,309 from 4,528
Change-219 (-5%)
Value$613.0K (-$9.8K)
Filed 2026-10-26
Rockwood Wealth Management, LLC
DECREASED
Shares4,306 from 6,081
Change-1,775 (-29%)
Value$612.6K (-$223.7K)
Filed 2026-10-27
Grove Bank & Trust
UNCHANGED
Shares4,281 from 4,281
Change0 (0%)
Value$609.0K (+$20.2K)
Filed 2026-10-08
Wealth Preservation Advisors, LLC
INCREASED
Shares4,277 from 3,688
Change+589 (+16%)
Value$608.4K (+$101.2K)
Filed 2026-11-05
Truefg, LLC
DECREASED
Shares4,276 from 4,435
Change-159 (-4%)
Value$608.3K (-$1.7K)
Filed 2026-10-15
O'Connor Financial Group LLC
DECREASED
Shares4,234 from 4,243
Change-9 (0%)
Value$602.3K (+$18.8K)
Filed 2026-10-26
Root Financial Partners, LLC
DECREASED
Shares4,212 from 5,418
Change-1,206 (-22%)
Value$599.2K (-$145.9K)
Filed 2026-10-21
Rubicon Advisors, GP
DECREASED
Shares4,207 from 4,498
Change-291 (-6%)
Value$598.5K (-$20.0K)
Filed 2026-10-23
Eagle Rock Investment Company, LLC
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$597.5K (+$19.9K)
Filed 2026-10-21
Patten & Patten Inc
UNCHANGED
Shares4,191 from 4,191
Change0 (0%)
Value$596.2K (+$19.8K)
Filed 2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares4,179 from 3,978
Change+201 (+5%)
Value$594.6K (+$47.4K)
Filed 2026-10-22
Gill Capital Partners, LLC
UNCHANGED
Shares4,171 from 4,171
Change0 (0%)
Value$593.4K (+$19.7K)
Filed 2026-10-13
Lake Street Private Wealth, LLC
INCREASED
Shares4,170 from 4,116
Change+54 (+1%)
Value$593.2K (+$27.0K)
Filed 2026-10-22
Insight Wealth Strategies, LLC
INCREASED
Shares4,157 from 4,153
Change+4 (+0%)
Value$591.4K (+$22.9K)
Filed 2026-10-09
Hiley Hunt Wealth Management
DECREASED
Shares4,149 from 4,170
Change-21 (0%)
Value$590.2K (+$16.7K)
Filed 2026-10-08
Family Office Research LLC
DECREASED
Shares4,135 from 4,275
Change-140 (-3%)
Value$588.2K (+$304)
Filed 2026-10-14
Wagner Wealth Management, Corp
INCREASED
Shares4,107 from 4,094
Change+13 (+0%)
Value$584.3K (+$21.2K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
INCREASED
Shares4,104 from 4,101
Change+3 (+0%)
Value$583.9K (+$19.9K)
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares4,043 from 4,043
Change0 (0%)
Value$575.2K (+$19.1K)
Filed 2026-10-19
Aviance Capital Partners, LLC
UNCHANGED
Shares4,031 from 4,031
Change0 (0%)
Value$573.4K (+$19.1K)
Filed 2026-10-29
Summit Wealth Group LLC / Co
INCREASED
Shares4,025 from 3,783
Change+242 (+6%)
Value$572.6K (+$52.3K)
Filed 2026-10-29
Trust Co of Vermont
INCREASED
Shares4,020 from 3,940
Change+80 (+2%)
Value$571.9K (+$30.0K)
Filed 2026-10-21
Unique Wealth, LLC
DECREASED
Shares4,019 from 4,679
Change-660 (-14%)
Value$571.7K (-$71.8K)
Filed 2026-10-16
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares4,012 from 3,853
Change+159 (+4%)
Value$570.8K (+$41.0K)
Filed 2026-10-16
LaFleur & Godfrey LLC
UNCHANGED
Shares4,005 from 4,005
Change0 (0%)
Value$569.8K (+$18.9K)
Filed 2026-10-27
Floyd Financial Group LLC
UNCHANGED
Shares3,986 from 3,986
Change0 (0%)
Value$576.2K (+$26.6K)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED
Shares3,984 from 3,981
Change+3 (+0%)
Value$566.7K (+$19.3K)
Filed 2026-10-30
Westover Capital Advisors, LLC
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$557.7K (+$18.5K)
Filed 2026-10-26
15 Wealth Advisors LLC
NEW
Shares3,913
Change+3,913
Value$556.6K
Filed 2026-10-14
TrueWealth Advisors, LLC
DECREASED
Shares3,910 from 4,182
Change-272 (-6%)
Value$556.2K (-$18.9K)
Filed 2026-10-09
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares3,905 from 3,905
Change0 (0%)
Value$555.5K (+$18.5K)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares3,892 from 5,616
Change-1,724 (-31%)
Value$553.7K (-$218.6K)
Filed 2026-11-03
Main Street Group, LTD
INCREASED
Shares3,875 from 3,868
Change+7 (+0%)
Value$551.2K (+$19.2K)
Filed 2026-10-28
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares3,864 from 3,864
Change0 (0%)
Value$549.7K (+$18.3K)
Filed 2026-10-16
Third View Private Wealth, LLC
INCREASED
Shares3,853 from 3,844
Change+9 (+0%)
Value$548.2K (+$19.5K)
Filed 2026-10-30
Hidden Cove Wealth Management, LLC
UNCHANGED
Shares3,851 from 3,851
Change0 (0%)
Value$547.8K (+$18.2K)
Filed 2026-10-19
Kelly Financial Group LLC
DECREASED
Shares3,846 from 3,977
Change-131 (-3%)
Value$547.1K (+$175)
Filed 2026-10-16
Capital Investment Counsel, LLC
DECREASED
Shares3,836 from 3,880
Change-44 (-1%)
Value$545.7K (+$12.1K)
Filed 2026-10-14
Shearwater Capital LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$544.9K (+$18.1K)
Filed 2026-10-13
Oarsman Capital, Inc.
UNCHANGED
Shares3,798 from 3,798
Change0 (0%)
Value$540.3K (+$18.0K)
Filed 2026-11-05
Globalt Investments LLC / GA
DECREASED
Shares3,774 from 4,154
Change-380 (-9%)
Value$536.9K (-$34.4K)
Filed 2026-10-27
Holland Advisory Services, Inc.
INCREASED
Shares3,759 from 3,755
Change+4 (+0%)
Value$534.7K (+$18.3K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares3,758 from 3,482
Change+276 (+8%)
Value$534.6K (+$55.8K)
Filed 2026-11-05
Veery Capital, LLC
UNCHANGED
Shares3,754 from 3,754
Change0 (0%)
Value$534.0K (+$17.8K)
Filed 2026-10-07
Shakespeare Wealth Management, LLC
NEW
Shares3,742
Change+3,742
Value$532.3K
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares3,742 from 4,622
Change-880 (-19%)
Value$532.3K (-$103.3K)
Filed 2026-10-22
Phillips Financial Management, LLC
UNCHANGED
Shares3,739 from 3,739
Change0 (0%)
Value$531.9K (+$17.7K)
Filed 2026-10-19
Warm Springs Advisors Inc.
UNCHANGED
Shares3,736 from 3,736
Change0 (0%)
Value$531.5K (+$17.7K)
Filed 2026-10-28
Mascagni Wealth Management, Inc.
UNCHANGED
Shares3,725 from 3,725
Change0 (0%)
Value$529.9K (+$17.6K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED
Shares3,705 from 3,705
Change0 (0%)
Value$527.1K (+$17.5K)
Filed 2026-10-09
Freedom Day Solutions, LLC
DECREASED
Shares3,703 from 3,865
Change-162 (-4%)
Value$526.8K (-$4.7K)
Filed 2026-10-20
Stone Summit Wealth LLC
DECREASED
Shares3,688 from 3,698
Change-10 (0%)
Value$524.7K (+$16.1K)
Filed 2026-10-14
BAR Harbor Wealth Management
DECREASED
Shares3,674 from 3,885
Change-211 (-5%)
Value$522.7K (-$11.6K)
Filed 2026-10-21
Klingman & Associates, LLC
UNCHANGED
Shares3,671 from 3,671
Change0 (0%)
Value$522.2K (+$17.4K)
Filed 2026-10-20
Trail Ridge Investment Advisors, LLC
INCREASED
Shares3,660 from 3,615
Change+45 (+1%)
Value$520.7K (+$23.5K)
Filed 2026-10-16
Gibbs Wealth Management
NEW
Shares3,648
Change+3,648
Value$519.0K
Filed 2026-10-22
Cove Private Wealth, LLC
INCREASED
Shares3,639 from 3,239
Change+400 (+12%)
Value$517.7K (+$72.2K)
Filed 2026-10-28
Stewardship Advisors, LLC
INCREASED
Shares3,635 from 3,288
Change+347 (+11%)
Value$517.1K (+$64.9K)
Filed 2026-10-20
Kingdom Financial Group Llc.
DECREASED
Shares3,624 from 4,004
Change-380 (-9%)
Value$515.5K (-$35.2K)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares3,611 from 3,205
Change+406 (+13%)
Value$513.7K (+$72.9K)
Filed 2026-10-29
Allegheny Financial Group
UNCHANGED
Shares3,572 from 3,572
Change0 (0%)
Value$508.2K (+$16.9K)
Filed 2026-11-05
Shira Ridge Wealth Management
INCREASED
Shares3,567 from 3,475
Change+92 (+3%)
Value$507.4K (+$29.5K)
Filed 2026-10-09
Caldwell Trust Co
UNCHANGED
Shares3,550 from 3,550
Change0 (0%)
Value$505.0K (+$16.8K)
Filed 2026-10-30
Allen Capital Group, LLC
UNCHANGED
Shares3,547 from 3,547
Change0 (0%)
Value$504.6K (+$16.8K)
Filed 2026-10-27
Center For Asset Management LLC
UNCHANGED
Shares3,540 from 3,540
Change0 (0%)
Value$503.7K (+$16.8K)
Filed 2026-10-16
Oasis Advisors, LLC
INCREASED
Shares3,539 from 3,252
Change+287 (+9%)
Value$503.6K (+$56.3K)
Filed 2026-10-16
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares3,535 from 3,621
Change-86 (-2%)
Value$502.8K (+$4.8K)
Filed 2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares3,528 from 3,528
Change0 (0%)
Value$501.9K (+$16.7K)
Filed 2026-10-13
RVW Wealth, LLC
UNCHANGED
Shares3,525 from 3,525
Change0 (0%)
Value$501.5K (+$16.7K)
Filed 2026-10-06
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares3,524 from 3,645
Change-121 (-3%)
Value$501.3K (+$28)
Filed 2026-10-15
Financial Insights, Inc.
DECREASED
Shares3,510 from 3,526
Change-16 (0%)
Value$499.3K (+$14.4K)
Filed 2026-10-27
Northwest Financial Advisors
INCREASED
Shares3,496 from 3,483
Change+13 (+0%)
Value$497.4K (+$18.3K)
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares3,495 from 3,495
Change0 (0%)
Value$497.2K (+$16.5K)
Filed 2026-10-21
6th Street Advisors, LLC
UNCHANGED
Shares3,488 from 3,488
Change0 (0%)
Value$496.2K (+$16.5K)
Filed 2026-10-14
Newton One Investments LLC
UNCHANGED
Shares3,465 from 3,465
Change0 (0%)
Value$492.9K (+$16.4K)
Filed 2026-10-14
FSA Wealth Partners, Inc.
INCREASED
Shares3,453 from 3,203
Change+250 (+8%)
Value$491.2K (+$50.7K)
Filed 2026-10-26
Salus Financial Advisors, LLC
UNCHANGED
Shares3,441 from 3,441
Change0 (0%)
Value$489.5K (+$16.3K)
Filed 2026-10-20
Fairman Group, LLC
DECREASED
Shares3,437 from 3,857
Change-420 (-11%)
Value$489.0K (-$41.5K)
Filed 2026-10-26
Centennial Advisors, LLC
INCREASED
Shares3,435 from 2,847
Change+588 (+21%)
Value$488.6K (+$97.0K)
Filed 2026-10-21
Pullen Investment Management, LLC
UNCHANGED
Shares3,428 from 3,428
Change0 (0%)
Value$487.7K (+$16.2K)
Filed 2026-10-23
Realta Investment Advisors
INCREASED
Shares3,422 from 1,062
Change+2,360 (+222%)
Value$486.9K (+$340.9K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares3,422 from 3,422
Change0 (0%)
Value$486.8K (+$16.2K)
Filed 2026-10-15
TKG Advisors, LLC
INCREASED
Shares3,385 from 3,282
Change+103 (+3%)
Value$481.6K (+$30.2K)
Filed 2026-11-02
Colorado Capital Management, Inc.
DECREASED
Shares3,372 from 15,041
Change-11,669 (-78%)
Value$480 (-$1.6K)
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
DECREASED
Shares3,335 from 3,624
Change-289 (-8%)
Value$474.5K (-$23.9K)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares3,331 from 3,301
Change+30 (+1%)
Value$473.8K (+$8.7K)
Filed 2026-10-30
Heritage Family Offices, LLP
INCREASED
Shares3,329 from 3,288
Change+41 (+1%)
Value$473.6K (+$21.4K)
Filed 2026-11-02
True North Advisors, LLC
INCREASED
Shares3,321 from 2,394
Change+927 (+39%)
Value$472.4K (+$143.2K)
Filed 2026-10-22
Town Capital LLC
DECREASED
Shares3,315 from 3,378
Change-63 (-2%)
Value$471.6K (+$7.0K)
Filed 2026-11-03
Stiles Financial Services Inc
UNCHANGED
Shares3,305 from 3,305
Change0 (0%)
Value$470.2K (+$15.6K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares3,279 from 3,279
Change0 (0%)
Value$466.5K (+$15.6K)
Filed 2026-10-16
Stonebridge Financial Group, LLC
UNCHANGED
Shares3,262 from 3,262
Change0 (0%)
Value$464.1K (+$15.4K)
Filed 2026-10-01
Lanark Financial, Inc.
DECREASED
Shares3,253 from 3,428
Change-175 (-5%)
Value$462.8K (-$8.7K)
Filed 2026-10-26
Montz Harcus Wealth Management LLC
INCREASED
Shares3,249 from 3,246
Change+3 (+0%)
Value$462.2K (+$15.8K)
Filed 2026-10-09
Strategic Equity Management
DECREASED
Shares3,245 from 6,199
Change-2,954 (-48%)
Value$461.6K (-$391.0K)
Filed 2026-11-04
Align Financial, LLC
UNCHANGED
Shares3,237 from 3,237
Change0 (0%)
Value$460.5K (+$15.3K)
Filed 2026-10-16
Global Assets Advisory, LLC
INCREASED
Shares3,230 from 3,137
Change+93 (+3%)
Value$468.7K (+$38.4K)
Filed 2026-10-28
Zullo Investment Group, Inc.
INCREASED
Shares3,208 from 2,791
Change+417 (+15%)
Value$456.4K (+$72.5K)
Filed 2026-10-20
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares3,205 from 3,282
Change-77 (-2%)
Value$455.9K (+$4.6K)
Filed 2026-10-29
Paulson Wealth Management Inc.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$455.2K (+$15.1K)
Filed 2026-11-02
Newman Dignan & Sheerar, Inc.
DECREASED
Shares3,198 from 3,762
Change-564 (-15%)
Value$454.9K (-$62.5K)
Filed 2026-10-21
Old Peak Finance LLC
UNCHANGED
Shares3,172 from 3,172
Change0 (0%)
Value$451.2K (+$15.0K)
Filed 2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares3,164 from 2,740
Change+424 (+15%)
Value$450.1K (+$73.3K)
Filed 2026-10-15
Leonard Rickey Investment Advisors P.L.L.C.
UNCHANGED
Shares3,160 from 3,160
Change0 (0%)
Value$449.6K (+$14.9K)
Filed 2026-10-29
Sfam, LLC
UNCHANGED
Shares3,110 from 3,110
Change0 (0%)
Value$442.4K (+$14.7K)
Filed 2026-11-03
Corundum Trust Company, Inc
UNCHANGED
Shares3,110 from 3,110
Change0 (0%)
Value$442.4K (+$14.7K)
Filed 2026-10-29
Financial Council, LLC
INCREASED
Shares3,045 from 2,564
Change+481 (+19%)
Value$433.2K (+$80.6K)
Filed 2026-11-02
Thrive Capital Management, LLC
NEW
Shares3,044
Change+3,044
Value$433.0K
Filed 2026-10-28
TPG Advisors LLC
UNCHANGED
Shares3,044 from 3,044
Change0 (0%)
Value$433.0K (+$14.4K)
Filed 2026-10-16
Islay Capital Management, LLC
INCREASED
Shares3,042 from 2,554
Change+488 (+19%)
Value$432.8K (+$81.5K)
Filed 2026-10-20
RMR Wealth Builders
INCREASED
Shares3,019 from 2,921
Change+98 (+3%)
Value$429.4K (+$27.8K)
Filed 2026-10-22
Core Wealth Management, Inc.
UNCHANGED
Shares3,017 from 3,017
Change0 (0%)
Value$429.2K (+$14.3K)
Filed 2026-10-22
Steph & Co
UNCHANGED
Shares3,009 from 3,009
Change0 (0%)
Value$428.1K (+$14.2K)
Filed 2026-10-07
Cullinan Associates Inc
UNCHANGED
Shares3,004 from 3,004
Change0 (0%)
Value$427.4K (+$14.2K)
Filed 2026-11-03
BLB&B Advisors, LLC
DECREASED
Shares3,001 from 3,499
Change-498 (-14%)
Value$426.9K (-$54.4K)
Filed 2026-10-27
OFS Enterprise LLC
UNCHANGED
Shares2,998 from 2,998
Change0 (0%)
Value$426.5K (+$14.2K)
Filed 2026-10-16
Roan Capital Partners
DECREASED
Shares2,973 from 3,014
Change-41 (-1%)
Value$422.9K (+$8.4K)
Filed 2026-10-09
Fund Evaluation Group, LLC
NEW
Shares2,957
Change+2,957
Value$420.7K
Filed 2026-11-05
Nicollet Investment Management, Inc.
INCREASED
Shares2,931 from 2,240
Change+691 (+31%)
Value$417 (-$307.6K)
Filed 2026-10-14
Stone Loft Wealth Management LLC
INCREASED
Shares2,924 from 2,922
Change+2 (+0%)
Value$415.9K (+$11.0K)
Filed 2026-11-03
Portside Wealth Group, LLC
NEW
Shares2,902
Change+2,902
Value$412.8K
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED
Shares2,899 from 2,898
Change+1 (+0%)
Value$412.4K (+$13.8K)
Filed 2026-11-02
G2 Capital Management, LLC / OH
UNCHANGED
Shares2,896 from 2,896
Change0 (0%)
Value$412.0K (+$13.7K)
Filed 2026-10-23
Childress Capital Advisors, LLC
UNCHANGED
Shares2,886 from 2,886
Change0 (0%)
Value$410.6K (+$13.7K)
Filed 2026-10-28
Richmond Investment Services, LLC
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$409.9K (+$13.7K)
Filed 2026-10-29
Wealthcare Capital Management LLC
DECREASED
Shares2,867 from 3,180
Change-313 (-10%)
Value$407.9K (-$29.5K)
Filed 2026-10-21
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares2,850 from 2,664
Change+186 (+7%)
Value$405.4K (+$39.1K)
Filed 2026-10-16
Fairway Wealth LLC
DECREASED
Shares2,838 from 3,333
Change-495 (-15%)
Value$403.8K (-$54.6K)
Filed 2026-10-30
180 Wealth Advisors, LLC
DECREASED
Shares2,819 from 3,267
Change-448 (-14%)
Value$401.1K (-$48.2K)
Filed 2026-11-03
MBL Wealth, LLC
INCREASED
Shares2,808 from 1,531
Change+1,277 (+83%)
Value$399.4K (+$188.9K)
Filed 2026-10-22
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares2,792 from 2,736
Change+56 (+2%)
Value$397.2K (+$20.9K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
DECREASED
Shares2,792 from 2,802
Change-10 (0%)
Value$397.2K (+$11.9K)
Filed 2026-10-16
Sagace Wealth Management LLC
UNCHANGED
Shares2,791 from 2,791
Change0 (0%)
Value$397.0K (+$13.2K)
Filed 2026-10-28
LJI Wealth Management, LLC
INCREASED
Shares2,788 from 2,691
Change+97 (+4%)
Value$396.6K (+$26.5K)
Filed 2026-10-28
Willner & Heller, LLC
DECREASED
Shares2,786 from 3,290
Change-504 (-15%)
Value$396.4K (-$56.1K)
Filed 2026-10-28
Beacon Hill Wealth Management Ltd.
DECREASED
Shares2,785 from 2,818
Change-33 (-1%)
Value$396.2K (+$8.6K)
Filed 2026-10-21
Cornerstone Planning, LLC
UNCHANGED
Shares2,781 from 2,781
Change0 (0%)
Value$393.6K (+$11.1K)
Filed 2026-10-27
SP Asset Management LLC
INCREASED
Shares2,762 from 2,760
Change+2 (+0%)
Value$393.0K (+$13.4K)
Filed 2026-11-05
MRA Advisory Group
INCREASED
Shares2,756 from 2,755
Change+1 (+0%)
Value$392.1K (+$13.3K)
Filed 2026-10-07
M. Kraus & Co
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$391.2K (+$13.0K)
Filed 2026-10-20
Global Financial Private Client, LLC
UNCHANGED
Shares2,742 from 2,742
Change0 (0%)
Value$390.1K (+$13.0K)
Filed 2026-10-15
NovaPoint Capital, LLC
UNCHANGED
Shares2,740 from 2,740
Change0 (0%)
Value$389.8K (+$13.0K)
Filed 2026-10-22
Kennicott Capital Management LLC
UNCHANGED
Shares2,724 from 2,724
Change0 (0%)
Value$387.5K (+$12.9K)
Filed 2026-10-16
Guardian Financial Partners, LLC
INCREASED
Shares2,722 from 2,721
Change+1 (+0%)
Value$387.3K (+$13.0K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,720 from 2,787
Change-67 (-2%)
Value$386.9K (+$3.7K)
Filed 2026-10-27
WoodTrust Financial Corp
INCREASED
Shares2,685 from 2,550
Change+135 (+5%)
Value$382 (-$350.6K)
Filed 2026-10-09
Brady Martz Wealth Solutions, LLC
INCREASED
Shares2,674 from 2,672
Change+2 (+0%)
Value$380.4K (+$12.9K)
Filed 2026-11-05
BancFirst Trust & Investment Management
UNCHANGED
Shares2,659 from 2,659
Change0 (0%)
Value$378.5K (+$17.9K)
Filed 2026-10-30
Genesee Capital Advisors, LLC
INCREASED
Shares2,654 from 2,652
Change+2 (+0%)
Value$377.6K (+$12.9K)
Filed 2026-10-20
Cypress Capital Group
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$377.0K (+$12.5K)
Filed 2026-11-03
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$375.6K (+$12.5K)
Filed 2026-10-27
Midwest Heritage Bank, FSB
UNCHANGED
Shares2,637 from 2,637
Change0 (0%)
Value$375.2K (+$12.5K)
Filed 2026-10-26
United Asset Strategies, Inc.
UNCHANGED
Shares2,623 from 2,623
Change0 (0%)
Value$373.1K (+$12.4K)
Filed 2026-10-28
Gordian Advisors LLC
UNCHANGED
Shares2,616 from 2,616
Change0 (0%)
Value$372.2K (+$12.4K)
Filed 2026-10-30
Advisory Solutions Group, LLC
DECREASED
Shares2,614 from 3,762
Change-1,148 (-31%)
Value$371.9K (-$145.5K)
Filed 2026-10-14
Old Second National Bank of Aurora
DECREASED
Shares2,613 from 4,151
Change-1,538 (-37%)
Value$371.7K (-$199.2K)
Filed 2026-10-22
Great Lakes Retirement, Inc.
DECREASED
Shares2,606 from 2,647
Change-41 (-2%)
Value$370.7K (+$6.7K)
Filed 2026-10-26
Redwood Financial Network Corp
INCREASED
Shares2,602 from 2,010
Change+592 (+29%)
Value$370.2K (+$93.8K)
Filed 2026-11-03
Argos Wealth Advisors, LLC
UNCHANGED
Shares2,595 from 2,595
Change0 (0%)
Value$369.2K (+$12.3K)
Filed 2026-11-02
Cambridge Financial Group, LLC
UNCHANGED
Shares2,591 from 2,591
Change0 (0%)
Value$356.3K ($0)
Filed 2026-10-06
Legacy Financial Strategies, LLC
INCREASED
Shares2,590 from 2,401
Change+189 (+8%)
Value$368.4K (+$38.2K)
Filed 2026-10-15
Clearwave Capital, LLC
INCREASED
Shares2,577 from 2,574
Change+3 (+0%)
Value$366.6K (+$12.5K)
Filed 2026-10-27
Cdkv Holdings LLC
INCREASED
Shares2,575 from 1,375
Change+1,200 (+87%)
Value$366.3K (+$177.2K)
Filed 2026-10-28
Investment Partners Asset Management, Inc.
UNCHANGED
Shares2,572 from 2,572
Change0 (0%)
Value$365.9K (+$12.2K)
Filed 2026-10-09
Regatta Capital Group, LLC
UNCHANGED
Shares2,564 from 2,564
Change0 (0%)
Value$364.8K (+$12.1K)
Filed 2026-10-23
Parsons Capital Management Inc
DECREASED
Shares2,563 from 2,611
Change-48 (-2%)
Value$364.6K (+$5.5K)
Filed 2026-10-28
Harbor Group, Inc.
DECREASED
Shares2,560 from 2,575
Change-15 (-1%)
Value$364.2K (+$10.0K)
Filed 2026-10-14
Davidson Trust Co
UNCHANGED
Shares2,556 from 2,556
Change0 (0%)
Value$363.6K (+$12.1K)
Filed 2026-10-09
Hurlow Wealth Management Group, Inc.
DECREASED
Shares2,552 from 2,562
Change-10 (0%)
Value$363.0K (+$10.7K)
Filed 2026-10-29
Mascoma Wealth Management LLC
DECREASED
Shares2,549 from 2,619
Change-70 (-3%)
Value$362.6K (+$2.4K)
Filed 2026-10-23
First Affirmative Financial Network
NEW
Shares2,538
Change+2,538
Value$361.0K
Filed 2026-10-21
Cypress Capital, LLC
NEW
Shares2,512
Change+2,512
Value$357.4K
Filed 2026-10-20
Vestia Personal Wealth Advisors
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$355.7K (+$11.8K)
Filed 2026-10-20
KCM Investment Advisors LLC
NEW
Shares2,482
Change+2,482
Value$353.1K
Filed 2026-10-27
Clientfirst Wealth Management, LLC
UNCHANGED
Shares2,472 from 2,472
Change0 (0%)
Value$351.7K (+$11.7K)
Filed 2026-11-04
S&A Financial Services, Inc.
UNCHANGED
Shares2,459 from 2,459
Change0 (0%)
Value$349.8K (+$11.7K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
INCREASED
Shares2,457 from 2,435
Change+22 (+1%)
Value$349.6K (+$14.7K)
Filed 2026-11-05
Curated Wealth Partners LLC
UNCHANGED
Shares2,435 from 2,435
Change0 (0%)
Value$346.4K (+$11.5K)
Filed 2026-10-15
Professional Financial Advisors, LLC
UNCHANGED
Shares2,433 from 2,433
Change0 (0%)
Value$346.1K (+$11.5K)
Filed 2026-10-13
Platform Technology Partners
UNCHANGED
Shares2,431 from 2,431
Change0 (0%)
Value$345.8K (+$11.5K)
Filed 2026-11-02
Avaii Wealth Management, LLC
INCREASED
Shares2,423 from 2,422
Change+1 (+0%)
Value$348.7K (+$15.6K)
Filed 2026-10-09
Duncker Streett & Co Inc
INCREASED
Shares2,417 from 2,416
Change+1 (+0%)
Value$343.9K (+$11.6K)
Filed 2026-10-27
Columbus Macro, LLC
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$343.1K (+$11.4K)
Filed 2026-10-14
Montchanin Asset Management, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$341 (-$329.7K)
Filed 2026-11-02
Bdfs Capital LLC
DECREASED
Shares2,389 from 2,462
Change-73 (-3%)
Value$339.8K (+$1.2K)
Filed 2026-10-14
Leelyn Smith, LLC
NEW
Shares2,383
Change+2,383
Value$339.0K
Filed 2026-11-03
Wingate Wealth Advisors, Inc.
INCREASED
Shares2,382 from 2,371
Change+11 (+0%)
Value$338.9K (+$12.8K)
Filed 2026-10-26
Chemistry Wealth Management LLC
DECREASED
Shares2,372 from 2,501
Change-129 (-5%)
Value$337.4K (-$6.5K)
Filed 2026-10-16
Bangor Savings Bank
UNCHANGED
Shares2,367 from 2,367
Change0 (0%)
Value$336.7K (+$11.2K)
Filed 2026-10-06
Maple Capital Management, Inc.
INCREASED
Shares2,353 from 2,129
Change+224 (+11%)
Value$334.7K (+$41.9K)
Filed 2026-11-02
Sage Financial Group Inc
DECREASED
Shares2,349 from 4,886
Change-2,537 (-52%)
Value$334.2K (-$337.7K)
Filed 2026-10-27
Capital Management Associates, Inc
INCREASED
Shares2,333 from 2,331
Change+2 (+0%)
Value$331.9K (+$11.3K)
Filed 2026-10-20
Accredited Investor Services, LLC
UNCHANGED
Shares2,308 from 2,308
Change0 (0%)
Value$328.3K (+$10.9K)
Filed 2026-10-22
Burney Co/
UNCHANGED
Shares2,303 from 2,303
Change0 (0%)
Value$327.7K (+$10.9K)
Filed 2026-10-15
Wealthstar Advisors, LLC
DECREASED
Shares2,301 from 4,646
Change-2,345 (-50%)
Value$327.3K (-$311.7K)
Filed 2026-10-19
Clarity Capital Advisors, LLC
UNCHANGED
Shares2,296 from 2,296
Change0 (0%)
Value$326.6K (+$10.9K)
Filed 2026-10-27
Voisard Asset Management Group, Inc.
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$326.1K (+$10.8K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
DECREASED
Shares2,289 from 2,350
Change-61 (-3%)
Value$325.6K (+$2.4K)
Filed 2026-10-20
Longview Financial Advisors, Inc.
INCREASED
Shares2,289 from 2,287
Change+2 (+0%)
Value$325.7K (+$11.1K)
Filed 2026-10-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares2,282 from 1,334
Change+948 (+71%)
Value$325.3K (+$142.7K)
Filed 2026-11-04
Optima Capital LLC
DECREASED
Shares2,277 from 2,342
Change-65 (-3%)
Value$323.9K (+$1.8K)
Filed 2026-10-29
Resonant Capital Advisors, LLC
INCREASED
Shares2,277 from 2,276
Change+1 (+0%)
Value$323.9K (+$10.9K)
Filed 2026-10-15
Michels Family Financial, LLC
DECREASED
Shares2,274 from 2,344
Change-70 (-3%)
Value$323.5K (+$1.2K)
Filed 2026-11-02
Crew Capital Management, Ltd
UNCHANGED
Shares2,263 from 2,263
Change0 (0%)
Value$321.9K (+$10.7K)
Filed 2026-10-28
SYM Financial Corp
DECREASED
Shares2,259 from 2,665
Change-406 (-15%)
Value$321.3K (-$45.2K)
Filed 2026-10-26
Heffernan Advisory, Inc
NEW
Shares2,250
Change+2,250
Value$320.1K
Filed 2026-10-13
David J Yvars Group
INCREASED
Shares2,249 from 2,048
Change+201 (+10%)
Value$319.9K (+$38.3K)
Filed 2026-10-09
Johnson Financial Group, LLC
UNCHANGED
Shares2,247 from 2,247
Change0 (0%)
Value$319.7K (+$10.6K)
Filed 2026-11-03
First Bank & Trust
UNCHANGED
Shares2,213 from 2,213
Change0 (0%)
Value$314.8K (+$10.5K)
Filed 2026-10-19
NorthCrest Asset Manangement, LLC
NEW
Shares2,211
Change+2,211
Value$318.6K
Filed 2026-10-13
Bayban
UNCHANGED
Shares2,206 from 2,206
Change0 (0%)
Value$303.4K ($0)
Filed 2026-11-05
RDA Financial Network
INCREASED
Shares2,203 from 2,127
Change+76 (+4%)
Value$313.4K (+$20.9K)
Filed 2026-10-15
Cordatus Wealth Management LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$313.0K (+$10.4K)
Filed 2026-10-19
JSF Financial, LLC
INCREASED
Shares2,194 from 2,193
Change+1 (+0%)
Value$312.1K (+$10.5K)
Filed 2026-10-22
Shelton Wealth Management, LLC
INCREASED
Shares2,184 from 2,183
Change+1 (+0%)
Value$310.7K (+$10.4K)
Filed 2026-10-16
Ledyard National Bank
DECREASED
Shares2,175 from 2,189
Change-14 (-1%)
Value$309.4K (+$8.4K)
Filed 2026-10-21
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares2,173 from 2,173
Change0 (0%)
Value$309.1K (+$10.3K)
Filed 2026-11-02
Univest Financial Corp
DECREASED
Shares2,167 from 2,435
Change-268 (-11%)
Value$308.2K (-$26.7K)
Filed 2026-11-05
Portland Financial Advisors Inc
UNCHANGED
Shares2,164 from 2,164
Change0 (0%)
Value$307.9K (+$10.2K)
Filed 2026-10-26
Mallini Complete Financial Planning LLC
UNCHANGED
Shares2,164 from 2,164
Change0 (0%)
Value$307.9K (+$10.2K)
Filed 2026-10-06
Abound Wealth Management
INCREASED
Shares2,161 from 1,808
Change+353 (+20%)
Value$307.4K (+$58.7K)
Filed 2026-10-26
James J. Burns & Company, LLC
UNCHANGED
Shares2,161 from 2,161
Change0 (0%)
Value$307.4K (+$10.2K)
Filed 2026-10-22
Greenwood Capital Associates LLC
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$307.3K (+$10.2K)
Filed 2026-10-27
Biltmore Family Office, LLC
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$307.3K (+$10.2K)
Filed 2026-11-03
Traveka Wealth, LLC
DECREASED
Shares2,158 from 2,181
Change-23 (-1%)
Value$307.0K (+$7.0K)
Filed 2026-10-19
1900 Wealth Management LLC
UNCHANGED
Shares2,157 from 2,157
Change0 (0%)
Value$306.9K (+$10.2K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares2,138 from 2,056
Change+82 (+4%)
Value$304.2K (+$21.4K)
Filed 2026-10-21
A&I Financial Services, LLC
UNCHANGED
Shares2,137 from 2,137
Change0 (0%)
Value$304.0K (+$10.1K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED
Shares2,133 from 2,005
Change+128 (+6%)
Value$303.4K (+$27.7K)
Filed 2026-11-02
SevenBridge Financial Group, LLC
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$297.8K (-$4.6K)
Filed 2026-10-26
Opinicus Capital, Inc.
INCREASED
Shares2,123 from 2,121
Change+2 (+0%)
Value$302.0K (+$10.3K)
Filed 2026-10-28
Michael Brady & Co., LLC
UNCHANGED
Shares2,119 from 2,119
Change0 (0%)
Value$301.4K (+$10.0K)
Filed 2026-10-23
Trinity Wealth Management, LLC
INCREASED
Shares2,116 from 1,817
Change+299 (+16%)
Value$301.0K (+$51.1K)
Filed 2026-10-13
Charles Schwab Trust Co
DECREASED
Shares2,115 from 2,635
Change-520 (-20%)
Value$300.9K (-$61.5K)
Filed 2026-10-15
D'Orazio & Associates, Inc.
INCREASED
Shares2,113 from 2,103
Change+10 (+0%)
Value$300.6K (+$11.4K)
Filed 2026-11-04
Impact Capital Partners LLC
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$300.6K (+$10.0K)
Filed 2026-10-22
Hendershot Investments Inc.
INCREASED
Shares2,107 from 1,627
Change+480 (+30%)
Value$299.7K (+$76.0K)
Filed 2026-11-05
Legacy Private Trust Co.
UNCHANGED
Shares2,088 from 2,088
Change0 (0%)
Value$297.0K (+$9.9K)
Filed 2026-10-06
Grey Fox Wealth Advisors, LLC
INCREASED
Shares2,084 from 1,627
Change+457 (+28%)
Value$296.5K (+$72.8K)
Filed 2026-11-03
Guidance Capital, Inc
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$276.4K (-$6.7K)
Filed 2026-11-03
Seros Financial, LLC
DECREASED
Shares2,073 from 2,092
Change-19 (-1%)
Value$294.9K (+$7.2K)
Filed 2026-10-21
Aspen Wealth Management LLC
INCREASED
Shares2,056 from 2,054
Change+2 (+0%)
Value$292.4K (+$10.0K)
Filed 2026-10-14
Kuhn & Co Investment Counsel
UNCHANGED
Shares2,055 from 2,055
Change0 (0%)
Value$292.3K (+$9.7K)
Filed 2026-10-29
Western Financial Corp
DECREASED
Shares2,053 from 2,069
Change-16 (-1%)
Value$292.1K (+$7.6K)
Filed 2026-10-14
Orange Investment Advisors, Inc.
DECREASED
Shares2,050 from 2,097
Change-47 (-2%)
Value$291.6K (+$3.2K)
Filed 2026-10-23
Wealth Effects LLC
UNCHANGED
Shares2,046 from 2,046
Change0 (0%)
Value$291.1K (+$9.7K)
Filed 2026-10-23
Argentarii, LLC
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$290.8K (+$2.9K)
Filed 2026-10-28
Stage Harbor Financial, LLC
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$290.3K (+$9.7K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
INCREASED
Shares2,027 from 2,026
Change+1 (+0%)
Value$294.4K (+$15.8K)
Filed 2026-10-13
Northeast Investment Management
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$285.1K (+$9.5K)
Filed 2026-10-30
Western Reserve Capital Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$284.5K (+$9.5K)
Filed 2026-10-14
Human Investing LLC
DECREASED
Shares1,999 from 2,074
Change-75 (-4%)
Value$284.4K (-$860)
Filed 2026-10-19
Reap Financial Group, LLC
UNCHANGED
Shares1,992 from 1,992
Change0 (0%)
Value$283.4K (+$9.4K)
Filed 2026-11-02
Integris Wealth Management, LLC
UNCHANGED
Shares1,991 from 1,991
Change0 (0%)
Value$283.3K (+$9.4K)
Filed 2026-10-14
Braeburn Wealth Management LLC
INCREASED
Shares1,976 from 1,747
Change+229 (+13%)
Value$281.1K (+$40.8K)
Filed 2026-10-15
North Forty Two & Co.
UNCHANGED
Shares1,972 from 1,972
Change0 (0%)
Value$280.5K (+$9.3K)
Filed 2026-10-19
Independent Wealth Advisors LLC
INCREASED
Shares1,968 from 1,923
Change+45 (+2%)
Value$279.9K (+$15.5K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED
Shares1,960 from 2,612
Change-652 (-25%)
Value$278.9K (-$80.4K)
Filed 2026-10-08
Orba Wealth Advisors, L.L.C.
DECREASED
Shares1,954 from 2,923
Change-969 (-33%)
Value$278.0K (-$124.0K)
Filed 2026-10-23
Aire Advisors, LLC
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$277.7K (+$9.2K)
Filed 2026-10-22
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares1,944 from 1,944
Change0 (0%)
Value$276.6K (+$9.2K)
Filed 2026-11-03
Strategic Point Investment Advisors, LLC
DECREASED
Shares1,943 from 3,088
Change-1,145 (-37%)
Value$276.3K (-$148.4K)
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$276.0K (+$9.2K)
Filed 2026-10-16
E&G Advisors, LLC
DECREASED
Shares1,933 from 1,940
Change-7 (0%)
Value$275.0K (+$8.2K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,911 from 1,909
Change+2 (+0%)
Value$271.8K (+$9.2K)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares1,900 from 1,860
Change+40 (+2%)
Value$270.3K (+$14.5K)
Filed 2026-10-14
Willis Investment Counsel
DECREASED
Shares1,899 from 1,929
Change-30 (-2%)
Value$270.2K (+$4.9K)
Filed 2026-10-20
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares1,898 from 1,898
Change0 (0%)
Value$270.0K (+$9.0K)
Filed 2026-10-15
PDS Planning, Inc
INCREASED
Shares1,897 from 1,837
Change+60 (+3%)
Value$269.9K (+$17.2K)
Filed 2026-11-03
Jacksonville Wealth Management, LLC
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$268.9K (+$8.9K)
Filed 2026-10-30
Waldron Private Wealth LLC
DECREASED
Shares1,887 from 2,360
Change-473 (-20%)
Value$268.4K (-$56.1K)
Filed 2026-11-02
Tranquility Partners, LLC
DECREASED
Shares1,887 from 2,011
Change-124 (-6%)
Value$268.5K (-$8.5K)
Filed 2026-10-20
DB Fitzpatrick & Co, Inc
DECREASED
Shares1,881 from 1,889
Change-8 (0%)
Value$267.6K (+$7.8K)
Filed 2026-10-19
Premier Path Wealth Partners, LLC
UNCHANGED
Shares1,869 from 1,869
Change0 (0%)
Value$265.9K (+$8.8K)
Filed 2026-10-16
Stanich Group LLC
DECREASED
Shares1,868 from 1,909
Change-41 (-2%)
Value$265.7K (+$3.2K)
Filed 2026-10-16
Princeton Global Asset Management LLC
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$265.3K (+$8.8K)
Filed 2026-10-21
Team Financial Group, LLC
INCREASED
Shares1,863 from 1,507
Change+356 (+24%)
Value$265.1K (+$57.8K)
Filed 2026-10-30
First Business Financial Services, Inc.
UNCHANGED
Shares1,863 from 1,863
Change0 (0%)
Value$265.0K (+$8.8K)
Filed 2026-10-29
Black Diamond Financial, LLC
DECREASED
Shares1,861 from 1,901
Change-40 (-2%)
Value$264.8K (+$3.3K)
Filed 2026-10-26
Madson Wealth Advisors Inc
DECREASED
Shares1,858 from 3,978
Change-2,120 (-53%)
Value$264.3K (-$282.7K)
Filed 2026-10-13
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,855 from 1,855
Change0 (0%)
Value$263.9K (+$8.8K)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
INCREASED
Shares1,849 from 1,743
Change+106 (+6%)
Value$263.1K (+$23.4K)
Filed 2026-10-19
Rockline Wealth Management, LLC
UNCHANGED
Shares1,841 from 1,841
Change0 (0%)
Value$261.9K (+$8.7K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
DECREASED
Shares1,830 from 1,831
Change-1 (0%)
Value$260.3K (+$8.5K)
Filed 2026-10-28
Solidarity Wealth, LLC
UNCHANGED
Shares1,830 from 1,830
Change0 (0%)
Value$260.3K (+$8.7K)
Filed 2026-10-15
Bfsg, LLC
INCREASED
Shares1,828 from 1,814
Change+14 (+1%)
Value$260.1K (+$10.6K)
Filed 2026-10-30
Green Ridge Wealth Planning LLC
UNCHANGED
Shares1,817 from 1,817
Change0 (0%)
Value$258.5K (+$8.6K)
Filed 2026-10-08
MinichMacGregor Wealth Management, LLC
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$257.8K (+$8.6K)
Filed 2026-10-14
Strategic Wealth Investment Group, LLC
INCREASED
Shares1,810 from 1,686
Change+124 (+7%)
Value$257.4K (+$25.6K)
Filed 2026-10-29
Kagan Cocozza Asset Management
UNCHANGED
Shares1,808 from 1,808
Change0 (0%)
Value$257.2K (+$8.6K)
Filed 2026-10-19
KTF Investments, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$256.1K (+$8.5K)
Filed 2026-10-23
Covenant Asset Management, LLC
DECREASED
Shares1,780 from 1,793
Change-13 (-1%)
Value$253.2K (+$6.6K)
Filed 2026-10-14
TMB Capital Partners, LLC
INCREASED
Shares1,777 from 1,776
Change+1 (+0%)
Value$252.7K (+$8.4K)
Filed 2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,774 from 1,773
Change+1 (+0%)
Value$252.4K (+$8.6K)
Filed 2026-10-16
Wespac Advisors, LLC
UNCHANGED
Shares1,769 from 1,769
Change0 (0%)
Value$251.7K (+$8.4K)
Filed 2026-10-26
Pacific Asset Management, LLC
INCREASED
Shares1,766 from 1,765
Change+1 (+0%)
Value$251.3K (+$8.6K)
Filed 2026-10-15
First Interstate Bank
UNCHANGED
Shares1,759 from 1,759
Change0 (0%)
Value$250.2K (+$8.3K)
Filed 2026-10-23
Builder Investment Group Inc
UNCHANGED
Shares1,756 from 1,756
Change0 (0%)
Value$249.8K (+$8.3K)
Filed 2026-10-22
Traphagen Investment Advisors LLC
NEW
Shares1,755
Change+1,755
Value$249.6K
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED
Shares1,751 from 1,735
Change+16 (+1%)
Value$249.1K (+$10.5K)
Filed 2026-10-09
Pines Wealth Management, LLC
DECREASED
Shares1,745 from 1,772
Change-27 (-2%)
Value$248.2K (+$4.5K)
Filed 2026-10-21
Straight Path Wealth Management
DECREASED
Shares1,734 from 2,083
Change-349 (-17%)
Value$246.7K (-$39.8K)
Filed 2026-10-23
Lynx Investment Advisory
INCREASED
Shares1,732 from 1,504
Change+228 (+15%)
Value$246.4K (+$39.5K)
Filed 2026-10-27
Cora Capital Advisors LLC
UNCHANGED
Shares1,732 from 1,732
Change0 (0%)
Value$246.5K (+$8.2K)
Filed 2026-11-02
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares1,730 from 2,315
Change-585 (-25%)
Value$246.1K (-$72.3K)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED
Shares1,726 from 1,753
Change-27 (-2%)
Value$245.5K (+$4.5K)
Filed 2026-10-20
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$244.8K (+$8.1K)
Filed 2026-10-21
Heritage Wealth Management, Inc.
DECREASED
Shares1,720 from 2,881
Change-1,161 (-40%)
Value$244.7K (-$151.5K)
Filed 2026-10-28
Wealth Forward, LLC
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$244.7K (+$8.1K)
Filed 2026-10-14
Bill Few Associates, Inc.
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$244.7K (+$8.1K)
Filed 2026-10-09
Linscomb Wealth, Inc.
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$244.0K (+$8.1K)
Filed 2026-11-05
King Luther Capital Management Corp
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$243.7K (+$8.1K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,712 from 1,712
Change0 (0%)
Value$243.5K (+$8.1K)
Filed 2026-10-22
SMI Advisory Services, LLC
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$248.1K (+$13.9K)
Filed 2026-10-13
Strata Wealth Advisors, LLC
DECREASED
Shares1,701 from 1,706
Change-5 (0%)
Value$242.0K (+$7.4K)
Filed 2026-10-16
Tannin Capital LLC
UNCHANGED
Shares1,701 from 1,701
Change0 (0%)
Value$242.0K (+$8.0K)
Filed 2026-11-05
GW Henssler & Associates LTD
INCREASED
Shares1,688 from 1,597
Change+91 (+6%)
Value$240.1K (+$20.5K)
Filed 2026-10-26
Wrenne Financial Planning LLC
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$237.6K (+$7.9K)
Filed 2026-10-30
Foster Victor Wealth Advisors, LLC
DECREASED
Shares1,665 from 1,754
Change-89 (-5%)
Value$233.5K (-$8.4K)
Filed 2026-10-21
Mattern Capital Management, LLC
DECREASED
Shares1,652 from 1,673
Change-21 (-1%)
Value$235.0K (+$4.9K)
Filed 2026-11-02
Geneva Partners, LLC
DECREASED
Shares1,651 from 1,664
Change-13 (-1%)
Value$234.9K (+$6.0K)
Filed 2026-10-26
Columbia Bank
UNCHANGED
Shares1,639 from 1,639
Change0 (0%)
Value$233.2K (+$7.8K)
Filed 2026-10-29
Abacus Wealth Partners, LLC
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$231.6K (+$7.7K)
Filed 2026-11-03
Wealth Management Partners, LLC
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$231.5K (+$7.7K)
Filed 2026-10-21
Greenhouse Wealth Management, LLC
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$231.3K (+$7.7K)
Filed 2026-10-20
TrustBank
NEW
Shares1,621
Change+1,621
Value$230.6K
Filed 2026-10-20
ANB Bank
DECREASED
Shares1,612 from 1,721
Change-109 (-6%)
Value$229.3K (-$7.4K)
Filed 2026-10-09
Proathlete Wealth Management LLC
INCREASED
Shares1,607 from 1,605
Change+2 (+0%)
Value$228.6K (+$7.8K)
Filed 2026-10-15
Apex Wealth Management, LLC
UNCHANGED
Shares1,605 from 1,605
Change0 (0%)
Value$228.4K (+$7.7K)
Filed 2026-10-20
Soundwatch Capital LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$230.3K (+$10.2K)
Filed 2026-11-04
Accel Wealth Management
UNCHANGED
Shares1,599 from 1,599
Change0 (0%)
Value$227.4K (+$7.6K)
Filed 2026-10-13
Centennial Wealth Advisory LLC
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$227.3K (+$7.6K)
Filed 2026-10-16
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$226.3K (+$7.5K)
Filed 2026-10-08
McAlister, Sweet & Associates, Inc.
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$225.5K (+$7.5K)
Filed 2026-10-07
Juncture Wealth Strategies, LLC
UNCHANGED
Shares1,581 from 1,581
Change0 (0%)
Value$224.9K (+$7.5K)
Filed 2026-10-06
Charis Legacy Partners, LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$224.2K (+$7.5K)
Filed 2026-10-22
Scott Capital Advisors, LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$229.9K (+$13.2K)
Filed 2026-10-13
Avity Investment Management Inc.
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$224.1K (+$7.5K)
Filed 2026-10-09
Integrity Wealth Partners, LLC
NEW
Shares1,568
Change+1,568
Value$223.0K
Filed 2026-10-14
Hibernia Wealth Partners, LLC
NEW
Shares1,550
Change+1,550
Value$220.4K
Filed 2026-10-29
Montgomery Financial Services LLC
INCREASED
Shares1,539 from 568
Change+971 (+171%)
Value$218.9K (+$140.8K)
Filed 2026-11-03
Private Wealth Partners, LLC
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$217.7K (+$7.2K)
Filed 2026-10-22
First Premier Bank
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$218 (+$8)
Filed 2026-10-13
Vaquero Private Wealth, LTD
DECREASED
Shares1,525 from 1,602
Change-77 (-5%)
Value$216.9K (-$3.3K)
Filed 2026-10-27
Basso Capital Management, L.P.
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$216.5K (+$7.2K)
Filed 2026-10-30
DWR Wealth Management, LLC
UNCHANGED
Shares1,516 from 1,516
Change0 (0%)
Value$215.8K (+$10.2K)
Filed 2026-10-13
Ridgeline Wealth, LLC
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$218.7K (+$10.6K)
Filed 2026-10-14
Berkeley, Inc
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$214.8K (+$7.1K)
Filed 2026-10-20
DWM Financial Group, Inc.
NEW
Shares1,508
Change+1,508
Value$214.5K
Filed 2026-10-28
Vaughan David Investments LLC
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$214.0K (+$7.0K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$200.4K (-$3.3K)
Filed 2026-11-05
Baron Financial Group, LLC
INCREASED
Shares1,503 from 1,502
Change+1 (+0%)
Value$213.8K (+$7.3K)
Filed 2026-10-09
HRC Wealth Management, LLC
DECREASED
Shares1,502 from 1,714
Change-212 (-12%)
Value$213.7K (-$22.1K)
Filed 2026-10-16
Sachem Hill LLC
UNCHANGED
Shares1,502 from 1,502
Change0 (0%)
Value$213.7K (+$7.1K)
Filed 2026-10-14
Cambridge Advisors Inc.
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$213.2K (+$7.1K)
Filed 2026-10-19
Summit Asset Management, LLC
UNCHANGED
Shares1,497 from 1,497
Change0 (0%)
Value$213.0K (+$7.1K)
Filed 2026-11-05
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$212.8K (+$7.1K)
Filed 2026-11-03
Activest Wealth Management
NEW
Shares1,492
Change+1,492
Value$212.3K
Filed 2026-10-15
Buttonwood Financial Group, LLC
DECREASED
Shares1,484 from 1,487
Change-3 (0%)
Value$216.7K (+$12.3K)
Filed 2026-10-16
Perennial Advisors, LLC
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$210.0K (+$7.0K)
Filed 2026-10-13
Plan Group Financial, LLC
DECREASED
Shares1,471 from 3,666
Change-2,195 (-60%)
Value$205.9K (-$298.3K)
Filed 2026-10-22
Sunburst Financial Group, LLC
UNCHANGED
Shares1,469 from 1,469
Change0 (0%)
Value$209.0K (+$6.9K)
Filed 2026-10-09
Paragon Capital Management Ltd
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$208.4K (+$6.9K)
Filed 2026-10-09
Jackson Square Capital, LLC
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$207.7K (+$6.9K)
Filed 2026-10-19
Upper Left Wealth Management, LLC
NEW
Shares1,453
Change+1,453
Value$206.7K
Filed 2026-10-14
Seneca Financial Advisors LLC
NEW
Shares1,451
Change+1,451
Value$206.4K
Filed 2026-10-28
Fermata Advisors, LLC
DECREASED
Shares1,450 from 3,112
Change-1,662 (-53%)
Value$206.3K (-$221.7K)
Filed 2026-10-13
Broussard Financial Group LLC
DECREASED
Shares1,449 from 1,635
Change-186 (-11%)
Value$206.1K (-$18.7K)
Filed 2026-10-26
Mlp3, LLC
NEW
Shares1,443
Change+1,443
Value$205.3K
Filed 2026-10-22
RF&L Wealth Management, LLC
NEW
Shares1,440
Change+1,440
Value$204.9K
Filed 2026-10-20
Waterfront Wealth Inc.
NEW
Shares1,431
Change+1,431
Value$200.1K
Filed 2026-11-03
Alpha Advisors, LLC
NEW
Shares1,429
Change+1,429
Value$203.3K
Filed 2026-10-19
Firestone Capital Management
NEW
Shares1,424
Change+1,424
Value$202.6K
Filed 2026-11-03
Cannon Financial Strategists, Inc.
NEW
Shares1,419
Change+1,419
Value$201.9K
Filed 2026-10-19
First Fiduciary Investment Counsel, Inc.
NEW
Shares1,416
Change+1,416
Value$201
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares1,408
Change+1,408
Value$200.3K
Filed 2026-10-19
Downshift Financial, LLC
UNCHANGED
Shares1,384 from 1,384
Change0 (0%)
Value$196.9K (+$6.5K)
Filed 2026-10-13
Evermay Wealth Management LLC
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$190.1K (+$6.3K)
Filed 2026-11-05
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$188.6K (+$6.3K)
Filed 2026-11-02
Harbor Asset Planning, Inc.
DECREASED
Shares1,267 from 1,338
Change-71 (-5%)
Value$180.2K (-$3.7K)
Filed 2026-10-23
Holos Integrated Wealth LLC
INCREASED
Shares1,257 from 957
Change+300 (+31%)
Value$176.2K (+$46.0K)
Filed 2026-10-23
Arlington Trust Co LLC
NEW
Shares1,250
Change+1,250
Value$177.8K
Filed 2026-10-20
TFC Financial Management, Inc.
INCREASED
Shares1,248 from 1,247
Change+1 (+0%)
Value$177.6K (+$6.1K)
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
NEW
Shares1,177
Change+1,177
Value$167.4K
Filed 2026-10-27
Peck Wealth Management, LLC
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$159.2K (+$5.3K)
Filed 2026-10-29
Insight Inv LLC
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$158.3K (+$5.3K)
Filed 2026-10-27
Milestone Investment Advisors LLC
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$153.1K (+$5.1K)
Filed 2026-11-05
Wolff Wiese Magana LLC
DECREASED
Shares1,061 from 1,200
Change-139 (-12%)
Value$150.9K (-$14.1K)
Filed 2026-10-15
Bulwark Capital Corp
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$148.5K (+$4.9K)
Filed 2026-10-13
Morling Financial Advisors, LLC
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$147.8K (+$4.9K)
Filed 2026-10-28
Hoese & Co LLP
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$146.8K (+$4.9K)
Filed 2026-10-21
Center for Financial Planning, Inc.
DECREASED
Shares1,024 from 1,187
Change-163 (-14%)
Value$145.7K (-$17.6K)
Filed 2026-10-26
Register Financial Advisors LLC
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$145.5K (+$4.8K)
Filed 2026-10-23
Compass Wealth Management LLC
NEW
Shares987
Change+987
Value$140.4K
Filed 2026-10-22
Central Pacific Bank - Trust Division
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$140.1K (+$4.7K)
Filed 2026-10-06
West Branch Capital LLC
DECREASED
Shares975 from 1,088
Change-113 (-10%)
Value$138.7K (-$10.9K)
Filed 2026-10-20
Pittenger & Anderson Inc
DECREASED
Shares965 from 1,129
Change-164 (-15%)
Value$137.3K (-$18.0K)
Filed 2026-11-02
Townsend Asset Management Corp
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$135.1K (+$4.5K)
Filed 2026-10-29
Transce3nd, LLC
NEW
Shares935
Change+935
Value$131.8K
Filed 2026-10-26
Frankly Finances, LLC
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$129.7K (+$4.3K)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$125.8K (+$4.2K)
Filed 2026-11-02
High Point Wealth Management, LLC
INCREASED
Shares876 from 875
Change+1 (+0%)
Value$124.6K (+$4.3K)
Filed 2026-11-05
Balentine LLC
DECREASED
Shares875 from 1,578
Change-703 (-45%)
Value$124.4K (-$92.6K)
Filed 2026-11-03
Hoey Investments, Inc
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$123.1K (+$4.1K)
Filed 2026-10-29
American National Bank & Trust
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$121.5K (+$4.0K)
Filed 2026-10-07
Mcdonald Partners LLC
DECREASED
Shares853 from 1,016
Change-163 (-16%)
Value$121.3K (-$18.4K)
Filed 2026-11-03
Goodman Advisory Group, LLC
NEW
Shares840
Change+840
Value$119.5K
Filed 2026-11-02
Armor Investment Advisors, LLC
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$119.2K (+$4.0K)
Filed 2026-10-27
North Point Portfolio Managers Corp
NEW
Shares800
Change+800
Value$113.8K
Filed 2026-10-07
Signature Resources Capital Management, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$112.4K (+$3.7K)
Filed 2026-10-16
Noble Wealth Management PBC
INCREASED
Shares758 from 725
Change+33 (+5%)
Value$107.8K (+$8.1K)
Filed 2026-10-01
City State Bank
INCREASED
Shares740 from 726
Change+14 (+2%)
Value$105.3K (+$5.4K)
Filed 2026-10-20
Aspect Partners, LLC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$102.4K (+$3.4K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares719 from 90
Change+629 (+699%)
Value$102.3K (+$89.9K)
Filed 2026-10-14
Southern Michigan Bank & Trust
DECREASED
Shares700 from 714
Change-14 (-2%)
Value$99.6K (+$1.4K)
Filed 2026-10-19
Tradewinds Capital Management, LLC
DECREASED
Shares684 from 708
Change-24 (-3%)
Value$97.3K (-$66)
Filed 2026-10-23
Capital Investment Counsel, Inc
INCREASED
Shares630 from 612
Change+18 (+3%)
Value$89.6K (+$5.5K)
Filed 2026-10-20
RHL Group, LLC
DECREASED
Shares622 from 958
Change-336 (-35%)
Value$88.4K (-$43.8K)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$87.2K (+$2.9K)
Filed 2026-10-23
Point Nemo Capital, LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$84.1K (+$2.8K)
Filed 2026-11-03
Roxbury Financial LLC
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$82.7K (+$2.8K)
Filed 2026-10-01
Advocate Investing Services LLC
INCREASED
Shares573 from 549
Change+24 (+4%)
Value$81.5K (+$6.0K)
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares570
Change+570
Value$81.1K
Filed 2026-10-27
Adirondack Trust Co
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$76.4K (+$2.5K)
Filed 2026-10-14
Northstar Asset Management Co
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$75.3K (+$4.4K)
Filed 2026-10-22
Jacobi Capital Management LLC
NEW
Shares509
Change+509
Value$72.4K
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
INCREASED
Shares504 from 157
Change+347 (+221%)
Value$71.7K (+$50.1K)
Filed 2026-10-13
True Wealth Design, LLC
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$71.3K (+$2.4K)
Filed 2026-10-13
Rydar Equities, Inc.
NEW
Shares493
Change+493
Value$72.0K
Filed 2026-10-13
Nemes Rush Group LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$69.0K (+$2.3K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
NEW
Shares481
Change+481
Value$68.4K
Filed 2026-10-28
Nfsg Corp
DECREASED
Shares469 from 486
Change-17 (-3%)
Value$66.7K (-$120)
Filed 2026-10-15
Concord Wealth Partners
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$66.3K (+$2.3K)
Filed 2026-11-02
Archer Investment Corp
DECREASED
Shares464 from 514
Change-50 (-10%)
Value$66.1K (-$4.6K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$65.4K (+$2.2K)
Filed 2026-10-16
Country Trust Bank
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$65.0K (+$2.2K)
Filed 2026-10-30
Gilpin Wealth Management, LLC
DECREASED
Shares454 from 573
Change-119 (-21%)
Value$64.6K (-$14.2K)
Filed 2026-10-09
Community Financial Services Group, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$63.9K (+$2.5K)
Filed 2026-10-15
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$63.3K (+$2.1K)
Filed 2026-10-30
Bullock Wealth Management Group
INCREASED
Shares444 from 443
Change+1 (+0%)
Value$63.3K (+$2.6K)
Filed 2026-10-09
Kozak & Associates, Inc.
DECREASED
Shares404 from 483
Change-79 (-16%)
Value$56.6K (-$9.4K)
Filed 2026-10-29
Yankcom Partnership
NEW
Shares360
Change+360
Value$51.2K
Filed 2026-10-15
PFS Partners, LLC
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$48.1K (+$1.6K)
Filed 2026-10-21
Birchwood Financial Partners, Inc.
DECREASED
Shares323 from 429
Change-106 (-25%)
Value$45.9K (-$13.2K)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares322
Change+322
Value$45.8K
Filed 2026-10-27
Vima LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$42.7K (+$1.4K)
Filed 2026-10-23
Gleason Group, Inc.
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$42.5K (+$1.4K)
Filed 2026-10-15
Mechanics Financial Corp
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$41.3K (+$1.4K)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares285
Change+285
Value$40.5K
Filed 2026-10-09
Entrust Financial LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$38.0K (+$1.3K)
Filed 2026-11-04
DecisionPoint Financial, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$37.8K (+$1.5K)
Filed 2026-10-27
Valued Wealth Advisors LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$33.6K (+$1.1K)
Filed 2026-11-05
Essential Partners LLC
NEW
Shares234
Change+234
Value$33.3K
Filed 2026-10-14
Davis Capital Management
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$32.9K (+$1.1K)
Filed 2026-10-08
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$31 (-$30.0K)
Filed 2026-11-02
Creative Capital Management Investments LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$28.5K (+$946)
Filed 2026-10-28
NorthAvenue LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$25.6K (+$850)
Filed 2026-10-29
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$21.5K (+$714)
Filed 2026-10-14
Westside Investment Management, Inc.
DECREASED
Shares150 from 630
Change-480 (-76%)
Value$21.3K (-$65.3K)
Filed 2026-11-02
Pacifica Partners Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$21.4K (+$1.1K)
Filed 2026-10-09
Horizons Wealth Management
NEW
Shares148
Change+148
Value$21.1K
Filed 2026-10-05
Networth Advisors, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$20.3K (+$692)
Filed 2026-11-03
GoalVest Advisory LLC
DECREASED
Shares132 from 292
Change-160 (-55%)
Value$18.8K (-$21.4K)
Filed 2026-10-02
Ascentis Wealth Management, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$18.4K (+$610)
Filed 2026-11-03
United Financial Planning Group LLC
INCREASED
Shares127 from 82
Change+45 (+55%)
Value$18.1K (+$6.8K)
Filed 2026-11-04
Pflug Koory, LLC
INCREASED
Shares123 from 122
Change+1 (+1%)
Value$17.4K (+$596)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
INCREASED
Shares121 from 32
Change+89 (+278%)
Value$17.2K (+$12.8K)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$17.2K (+$572)
Filed 2026-10-22
First Pacific Financial
DECREASED
Shares119 from 245
Change-126 (-51%)
Value$16.9K (-$16.8K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares110
Change+110
Value$15.6K
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$15.1K (+$501)
Filed 2026-10-15
Toth Financial Advisory Corp
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$14.8K (+$492)
Filed 2026-10-08
Quintet Private Bank (Europe) S.A.
DECREASED
Shares100 from 140
Change-40 (-29%)
Value$14.2K (-$5.0K)
Filed 2026-10-08
GGM Financial LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$13.5K (+$450)
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$12.5K (+$416)
Filed 2026-10-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$12.3K (+$421)
Filed 2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$11.7K (+$388)
Filed 2026-10-23
Elyxium Wealth, LLC
NEW
Shares73
Change+73
Value$10.3K
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares73 from 72
Change+1 (+1%)
Value$10.3K (+$463)
Filed 2026-10-16
Markowski Investments
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$9.7K (+$322)
Filed 2026-10-30
SJS Investment Consulting Inc.
NEW
Shares67
Change+67
Value$9.5K
Filed 2026-10-26
Nova Financial LLC
NEW
Shares67
Change+67
Value$9.5K
Filed 2026-11-04
Horizon Financial Services, LLC
DECREASED
Shares62 from 2,937
Change-2,875 (-98%)
Value$8.8K (-$395.2K)
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares55
Change+55
Value$16.2K
Filed 2026-10-14
BankChampaign, National Association
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$6.0K (+$199)
Filed 2026-10-19
Hughes Financial Services, LLC
NEW
Shares41
Change+41
Value$5.7K
Filed 2026-10-30
Godsey & Gibb, Inc
NEW
Shares41
Change+41
Value$5.8K
Filed 2026-10-14
Highline Wealth Partners LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$4.7K (+$157)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$4.0K (+$133)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares26
Change+26
Value$3.7K
Filed 2026-10-29
Valley National Advisers Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.6K (+$85)
Filed 2026-10-23
USA Financial Formulas
NEW
Shares9
Change+9
Value$1.3K
Filed 2026-10-16
Blueline Advisors LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$570 (+$19)
Filed 2026-10-15
Hurley Capital, LLC
NEW
Shares1
Change+1
Value$142
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 146,547
Change-146,547 (-100%)
Value$0 (-$19.8M)
Filed 2026-10-16
Financial & Tax Architects, LLC
CLOSED
Shares0 from 41,460
Change-41,460 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-15
Summit Financial Consulting LLC
CLOSED
Shares0 from 35,572
Change-35,572 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-15
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 35,288
Change-35,288 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-05
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 16,060
Change-16,060 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-26
Lane Brothers & Co Inc
CLOSED
Shares0 from 6,419
Change-6,419 (-100%)
Value$0 (-$882.8K)
Filed 2026-11-02
Imc-Chicago, LLC
CLOSED
Shares0 from 5,070
Change-5,070 (-100%)
Value$0 (-$697.3K)
Filed 2026-11-05
Saxon Interests, Inc.
CLOSED
Shares0 from 3,268
Change-3,268 (-100%)
Value$0 (-$449.5K)
Filed 2026-10-26
TBH Global Asset Management, LLC
CLOSED
Shares0 from 2,471
Change-2,471 (-100%)
Value$0 (-$339.8K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 1,987
Change-1,987 (-100%)
Value$0 (-$273.3K)
Filed 2026-10-26
Inscription Capital, LLC
CLOSED
Shares0 from 1,841
Change-1,841 (-100%)
Value$0 (-$253.3K)
Filed 2026-11-02
Principal Financial Group Inc
CLOSED
Shares0 from 1,825
Change-1,825 (-100%)
Value$0 (-$251.0K)
Filed 2026-11-02
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 1,819
Change-1,819 (-100%)
Value$0 (-$250.2K)
Filed 2026-10-14
Axim Planning & Wealth
CLOSED
Shares0 from 1,809
Change-1,809 (-100%)
Value$0 (-$248.8K)
Filed 2026-10-28
CV Advisors LLC
CLOSED
Shares0 from 1,713
Change-1,713 (-100%)
Value$0 (-$235.6K)
Filed 2026-10-13
Clark Asset Management, LLC
CLOSED
Shares0 from 1,703
Change-1,703 (-100%)
Value$0 (-$234.2K)
Filed 2026-10-19
Austin Asset Management Co Inc
CLOSED
Shares0 from 1,670
Change-1,670 (-100%)
Value$0 (-$229.7K)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 1,648
Change-1,648 (-100%)
Value$0 (-$226.6K)
Filed 2026-10-16
Synergy Asset Management, LLC
CLOSED
Shares0 from 1,467
Change-1,467 (-100%)
Value$0 (-$201.8K)
Filed 2026-11-05
Wellment Financial
CLOSED
Shares0 from 1,458
Change-1,458 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-28
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$105.4K)
Filed 2026-10-07
Brooklyn FI, LLC
CLOSED
Shares0 from 757
Change-757 (-100%)
Value$0 (-$102.9K)
Filed 2026-11-05
Payden & Rygel
CLOSED
Shares0 from 590
Change-590 (-100%)
Value$0 (-$81.0K)
Filed 2026-10-28
Decker Retirement Planning Inc.
CLOSED
Shares0 from 542
Change-542 (-100%)
Value$0 (-$74.5K)
Filed 2026-10-19
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 466
Change-466 (-100%)
Value$0 (-$64.1K)
Filed 2026-10-29
Founders Capital Management
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$44.0K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$33.8K)
Filed 2026-10-14
Sims Investment Management, LLC
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-13
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$8.3K)
Filed 2026-10-20
Chapman Financial Group, LLC
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-20
Obsidian CIO, LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-05
Avion Wealth
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$629.7K (+$85.6K)
Filed 2026-10-29
Envestnet Asset Management Inc
N/A
Shares— from 49,275,443
Change-49,275,443 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 39,457,799
Change-39,457,799 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 34,601,758
Change-34,601,758 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 21,564,794
Change-21,564,794 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 20,803,829
Change-20,803,829 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 15,408,492
Change-15,408,492 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,213,429
Change-8,213,429 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,171,635
Change-8,171,635 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,007,251
Change-8,007,251 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 5,236,259
Change-5,236,259 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,789,797
Change-4,789,797 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,372,824
Change-4,372,824 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,262,762
Change-4,262,762 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,224,901
Change-4,224,901 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,983,147
Change-3,983,147 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,855,837
Change-3,855,837 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,602,660
Change-3,602,660 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,569,833
Change-3,569,833 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,269,520
Change-3,269,520 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,194,451
Change-3,194,451 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,413,813
Change-2,413,813 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,410,689
Change-2,410,689 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,047,686
Change-2,047,686 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,021,788
Change-2,021,788 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,013,076
Change-2,013,076 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,947,941
Change-1,947,941 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,841,602
Change-1,841,602 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,657,682
Change-1,657,682 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,331,306
Change-1,331,306 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,303,025
Change-1,303,025 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,288,834
Change-1,288,834 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,223,682
Change-1,223,682 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,124,765
Change-1,124,765 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,124,043
Change-1,124,043 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,074,898
Change-1,074,898 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 900,491
Change-900,491 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 807,434
Change-807,434 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 795,103
Change-795,103 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 783,316
Change-783,316 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 735,644
Change-735,644 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 717,831
Change-717,831 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 710,390
Change-710,390 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 709,045
Change-709,045 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 588,050
Change-588,050 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 585,670
Change-585,670 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 569,928
Change-569,928 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 531,981
Change-531,981 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 527,487
Change-527,487 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 500,578
Change-500,578 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 497,843
Change-497,843 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 497,075
Change-497,075 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 476,929
Change-476,929 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 466,610
Change-466,610 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 428,592
Change-428,592 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 418,090
Change-418,090 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 407,233
Change-407,233 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 402,461
Change-402,461 (-100%)
Value—
&partners
N/A
Shares— from 401,071
Change-401,071 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 395,664
Change-395,664 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 374,870
Change-374,870 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 371,331
Change-371,331 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 366,195
Change-366,195 (-100%)
Value—
Calydon Capital
N/A
Shares— from 352,808
Change-352,808 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 351,931
Change-351,931 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 342,045
Change-342,045 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 338,319
Change-338,319 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 333,125
Change-333,125 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 332,038
Change-332,038 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 320,489
Change-320,489 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 297,608
Change-297,608 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 296,902
Change-296,902 (-100%)
Value—
EQ LLC
N/A
Shares— from 283,058
Change-283,058 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 281,870
Change-281,870 (-100%)
Value—
EWA, LLC
N/A
Shares— from 278,926
Change-278,926 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 278,764
Change-278,764 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 275,850
Change-275,850 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 275,265
Change-275,265 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 266,825
Change-266,825 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 266,207
Change-266,207 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 265,605
Change-265,605 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 262,511
Change-262,511 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 261,173
Change-261,173 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 260,985
Change-260,985 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 260,671
Change-260,671 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 258,414
Change-258,414 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 256,741
Change-256,741 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 254,912
Change-254,912 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 254,859
Change-254,859 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 236,673
Change-236,673 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 234,566
Change-234,566 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 233,600
Change-233,600 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 233,092
Change-233,092 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 228,006
Change-228,006 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 223,887
Change-223,887 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 212,790
Change-212,790 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 211,987
Change-211,987 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 210,459
Change-210,459 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 201,949
Change-201,949 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 196,898
Change-196,898 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 195,692
Change-195,692 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 195,591
Change-195,591 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 186,940
Change-186,940 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 182,539
Change-182,539 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 181,112
Change-181,112 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 176,217
Change-176,217 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 175,837
Change-175,837 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 173,758
Change-173,758 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 171,522
Change-171,522 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 171,500
Change-171,500 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 170,924
Change-170,924 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 170,648
Change-170,648 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 170,400
Change-170,400 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 170,351
Change-170,351 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 166,932
Change-166,932 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 164,287
Change-164,287 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 163,186
Change-163,186 (-100%)
Value—
Commerce Bank
N/A
Shares— from 160,837
Change-160,837 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 157,330
Change-157,330 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 154,322
Change-154,322 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 152,323
Change-152,323 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 141,485
Change-141,485 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 140,953
Change-140,953 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 140,415
Change-140,415 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 136,976
Change-136,976 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 134,443
Change-134,443 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 132,990
Change-132,990 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 132,619
Change-132,619 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 130,898
Change-130,898 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 129,830
Change-129,830 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 128,972
Change-128,972 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 128,256
Change-128,256 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 127,641
Change-127,641 (-100%)
Value—
Blair William & Co
N/A
Shares— from 127,299
Change-127,299 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 126,764
Change-126,764 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 123,649
Change-123,649 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 123,028
Change-123,028 (-100%)
Value—
Invst, LLC
N/A
Shares— from 122,333
Change-122,333 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 122,234
Change-122,234 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 117,663
Change-117,663 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 117,294
Change-117,294 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 115,305
Change-115,305 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 112,703
Change-112,703 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 112,572
Change-112,572 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 112,481
Change-112,481 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 112,356
Change-112,356 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 111,735
Change-111,735 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 105,839
Change-105,839 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 104,901
Change-104,901 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 104,891
Change-104,891 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 100,895
Change-100,895 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 100,301
Change-100,301 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 99,338
Change-99,338 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 96,750
Change-96,750 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 96,677
Change-96,677 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 95,945
Change-95,945 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 95,869
Change-95,869 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 93,411
Change-93,411 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 92,942
Change-92,942 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 92,443
Change-92,443 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 90,538
Change-90,538 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 89,586
Change-89,586 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 89,001
Change-89,001 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 87,103
Change-87,103 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 86,311
Change-86,311 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 86,308
Change-86,308 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 85,074
Change-85,074 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 85,038
Change-85,038 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 84,501
Change-84,501 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 83,956
Change-83,956 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 83,089
Change-83,089 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 82,316
Change-82,316 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 81,882
Change-81,882 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 81,752
Change-81,752 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 81,285
Change-81,285 (-100%)
Value—
United Bank
N/A
Shares— from 79,127
Change-79,127 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 78,327
Change-78,327 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 78,171
Change-78,171 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 78,000
Change-78,000 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 77,664
Change-77,664 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 75,789
Change-75,789 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 74,976
Change-74,976 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 74,669
Change-74,669 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 73,444
Change-73,444 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 71,508
Change-71,508 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 70,470
Change-70,470 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 70,383
Change-70,383 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 69,181
Change-69,181 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 68,716
Change-68,716 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 67,795
Change-67,795 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 67,776
Change-67,776 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 67,370
Change-67,370 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 66,461
Change-66,461 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 66,456
Change-66,456 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 65,641
Change-65,641 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 64,754
Change-64,754 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 61,809
Change-61,809 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 61,436
Change-61,436 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 60,389
Change-60,389 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 59,300
Change-59,300 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 57,140
Change-57,140 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 56,920
Change-56,920 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 56,659
Change-56,659 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 56,324
Change-56,324 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 54,595
Change-54,595 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 54,445
Change-54,445 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 54,414
Change-54,414 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 53,760
Change-53,760 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 53,517
Change-53,517 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 53,005
Change-53,005 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 52,946
Change-52,946 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 52,602
Change-52,602 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 52,060
Change-52,060 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 51,506
Change-51,506 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 51,461
Change-51,461 (-100%)
Value—
Croban
N/A
Shares— from 50,538
Change-50,538 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 50,150
Change-50,150 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 49,890
Change-49,890 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 49,682
Change-49,682 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 49,446
Change-49,446 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 48,847
Change-48,847 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 48,385
Change-48,385 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 48,317
Change-48,317 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 48,168
Change-48,168 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 47,679
Change-47,679 (-100%)
Value—
Nwam LLC
N/A
Shares— from 47,402
Change-47,402 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 45,624
Change-45,624 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 45,591
Change-45,591 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 45,096
Change-45,096 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 44,787
Change-44,787 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 44,787
Change-44,787 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 44,762
Change-44,762 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 44,117
Change-44,117 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 43,946
Change-43,946 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 43,556
Change-43,556 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 43,353
Change-43,353 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 43,325
Change-43,325 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 43,158
Change-43,158 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 42,933
Change-42,933 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 42,747
Change-42,747 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 42,407
Change-42,407 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 41,945
Change-41,945 (-100%)
Value—
United Bank
N/A
Shares— from 41,523
Change-41,523 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 41,437
Change-41,437 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 41,296
Change-41,296 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 41,195
Change-41,195 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 41,049
Change-41,049 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 40,945
Change-40,945 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 40,897
Change-40,897 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 40,167
Change-40,167 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 39,381
Change-39,381 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 39,332
Change-39,332 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 38,985
Change-38,985 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 37,776
Change-37,776 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 37,532
Change-37,532 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 36,780
Change-36,780 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 35,835
Change-35,835 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 35,664
Change-35,664 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 35,041
Change-35,041 (-100%)
Value—
Stephens Inc
N/A
Shares— from 34,633
Change-34,633 (-100%)
Value—
S&CO Inc
N/A
Shares— from 33,695
Change-33,695 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 33,691
Change-33,691 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 33,483
Change-33,483 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 33,362
Change-33,362 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 32,775
Change-32,775 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 32,049
Change-32,049 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 31,778
Change-31,778 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 31,636
Change-31,636 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 31,595
Change-31,595 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 31,423
Change-31,423 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 31,029
Change-31,029 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 30,964
Change-30,964 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 30,832
Change-30,832 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 30,655
Change-30,655 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 30,633
Change-30,633 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 30,079
Change-30,079 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 29,947
Change-29,947 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 29,299
Change-29,299 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 29,223
Change-29,223 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 28,716
Change-28,716 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 28,575
Change-28,575 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 28,533
Change-28,533 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 28,312
Change-28,312 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 28,192
Change-28,192 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 28,173
Change-28,173 (-100%)
Value—
Rogco, LP
N/A
Shares— from 28,170
Change-28,170 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 27,939
Change-27,939 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 27,880
Change-27,880 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 27,829
Change-27,829 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 27,806
Change-27,806 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 27,430
Change-27,430 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 27,424
Change-27,424 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 27,100
Change-27,100 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 26,438
Change-26,438 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 26,284
Change-26,284 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 25,781
Change-25,781 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 25,683
Change-25,683 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 25,498
Change-25,498 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 25,109
Change-25,109 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 24,896
Change-24,896 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 24,844
Change-24,844 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 24,799
Change-24,799 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 24,747
Change-24,747 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,645
Change-24,645 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 24,453
Change-24,453 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 24,210
Change-24,210 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 23,928
Change-23,928 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 23,913
Change-23,913 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 23,845
Change-23,845 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 23,189
Change-23,189 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 22,829
Change-22,829 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 22,637
Change-22,637 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 22,494
Change-22,494 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 22,441
Change-22,441 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 22,381
Change-22,381 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 22,154
Change-22,154 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 22,146
Change-22,146 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 21,938
Change-21,938 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 21,221
Change-21,221 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 21,165
Change-21,165 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 20,426
Change-20,426 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 20,289
Change-20,289 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 20,265
Change-20,265 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 20,234
Change-20,234 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 20,230
Change-20,230 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 20,229
Change-20,229 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 19,957
Change-19,957 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 19,937
Change-19,937 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 19,875
Change-19,875 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 19,774
Change-19,774 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 19,554
Change-19,554 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 19,411
Change-19,411 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 19,277
Change-19,277 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 19,172
Change-19,172 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 19,148
Change-19,148 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 19,116
Change-19,116 (-100%)
Value—
American Trust
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 18,911
Change-18,911 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 18,893
Change-18,893 (-100%)
Value—
EFG International AG
N/A
Shares— from 18,385
Change-18,385 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 18,240
Change-18,240 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 18,063
Change-18,063 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 17,943
Change-17,943 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 17,826
Change-17,826 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 17,750
Change-17,750 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 17,518
Change-17,518 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 17,226
Change-17,226 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 17,141
Change-17,141 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 17,132
Change-17,132 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 16,969
Change-16,969 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 16,893
Change-16,893 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 16,690
Change-16,690 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 16,637
Change-16,637 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 16,560
Change-16,560 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 16,527
Change-16,527 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 16,255
Change-16,255 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 16,072
Change-16,072 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 15,907
Change-15,907 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 15,797
Change-15,797 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 15,691
Change-15,691 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 15,688
Change-15,688 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 15,518
Change-15,518 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 15,241
Change-15,241 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 15,209
Change-15,209 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 15,166
Change-15,166 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 14,787
Change-14,787 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,726
Change-14,726 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 14,467
Change-14,467 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 14,261
Change-14,261 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 14,214
Change-14,214 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 14,185
Change-14,185 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 14,102
Change-14,102 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 13,893
Change-13,893 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 13,881
Change-13,881 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 13,877
Change-13,877 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 13,840
Change-13,840 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,811
Change-13,811 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 13,778
Change-13,778 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 13,630
Change-13,630 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 13,492
Change-13,492 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,406
Change-13,406 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 13,365
Change-13,365 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 13,225
Change-13,225 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 13,057
Change-13,057 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 12,996
Change-12,996 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 12,922
Change-12,922 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 12,899
Change-12,899 (-100%)
Value—
Simmons Bank
N/A
Shares— from 12,834
Change-12,834 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 12,615
Change-12,615 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 12,401
Change-12,401 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 12,112
Change-12,112 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 12,089
Change-12,089 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 12,071
Change-12,071 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 11,943
Change-11,943 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 11,756
Change-11,756 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 11,682
Change-11,682 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 11,437
Change-11,437 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 11,372
Change-11,372 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 11,330
Change-11,330 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 11,314
Change-11,314 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11,275
Change-11,275 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 11,252
Change-11,252 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 11,089
Change-11,089 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,072
Change-11,072 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 11,062
Change-11,062 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 11,030
Change-11,030 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 10,951
Change-10,951 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 10,923
Change-10,923 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 10,892
Change-10,892 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 10,829
Change-10,829 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 10,827
Change-10,827 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 10,645
Change-10,645 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 10,456
Change-10,456 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 10,274
Change-10,274 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,237
Change-10,237 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 10,234
Change-10,234 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 10,233
Change-10,233 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 10,208
Change-10,208 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,153
Change-10,153 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 9,868
Change-9,868 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 9,867
Change-9,867 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 9,848
Change-9,848 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 9,744
Change-9,744 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 9,739
Change-9,739 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 9,636
Change-9,636 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 9,509
Change-9,509 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 9,474
Change-9,474 (-100%)
Value—
CNB Bank
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 9,389
Change-9,389 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 9,337
Change-9,337 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 9,144
Change-9,144 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,103
Change-9,103 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,786
Change-8,786 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 8,704
Change-8,704 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,606
Change-8,606 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 8,521
Change-8,521 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 8,359
Change-8,359 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 8,313
Change-8,313 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 8,217
Change-8,217 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 8,065
Change-8,065 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,846
Change-7,846 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 7,611
Change-7,611 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,567
Change-7,567 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,485
Change-7,485 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 7,354
Change-7,354 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 7,243
Change-7,243 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 7,243
Change-7,243 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 7,216
Change-7,216 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 7,196
Change-7,196 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,155
Change-7,155 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 7,091
Change-7,091 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 7,074
Change-7,074 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 7,065
Change-7,065 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 7,020
Change-7,020 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 7,015
Change-7,015 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 6,845
Change-6,845 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 6,832
Change-6,832 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 6,653
Change-6,653 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 6,629
Change-6,629 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 6,424
Change-6,424 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,395
Change-6,395 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 6,348
Change-6,348 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 6,347
Change-6,347 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 6,334
Change-6,334 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 6,256
Change-6,256 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,221
Change-6,221 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 6,138
Change-6,138 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 6,135
Change-6,135 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 6,111
Change-6,111 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,903
Change-5,903 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,889
Change-5,889 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,877
Change-5,877 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 5,846
Change-5,846 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 5,083
Change-5,083 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 5,028
Change-5,028 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 4,852
Change-4,852 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 4,716
Change-4,716 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 4,648
Change-4,648 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 4,551
Change-4,551 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 4,436
Change-4,436 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 4,226
Change-4,226 (-100%)
Value—
Bank OZK
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 3,913
Change-3,913 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 3,769
Change-3,769 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Legacy Trust
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 3,409
Change-3,409 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
CIM, LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 956
Change-956 (-100%)
Value—
Motco
N/A
Shares— from 920
Change-920 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 917
Change-917 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 886
Change-886 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 839
Change-839 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Collier Financial
N/A
Shares— from 782
Change-782 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 736
Change-736 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 704
Change-704 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 548
Change-548 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 536
Change-536 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 452
Change-452 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 368
Change-368 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 328
Change-328 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 323
Change-323 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Centennial Bank
N/A
Shares— from 234
Change-234 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 229
Change-229 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 214
Change-214 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 184
Change-184 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 128
Change-128 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 102
Change-102 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 46
Change-46 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
Park Avenue Securities LLC
INCREASED3,872,7443,868,755+3,989+0%$532.1M$550.9K-$531.5M2026-10-26
Lido Advisors, LLC
INCREASED3,832,0823,637,150+194,932+5%$500.2M$545.2M+$44.9M2026-11-04
Commonwealth Equity Services, LLC
DECREASED2,676,1153,084,786-408,671-13%$424.3M$380.7M-$43.5M2026-11-02
Regions Financial Corp
DECREASED2,568,0002,617,108-49,108-2%$359.9M$365.3M+$5.4M2026-11-05
Sofi Wealth, LLC
INCREASED2,362,6722,349,051+13,621+1%$323.1M$336.1M+$13.0M2026-10-27
Bank of New York Mellon Corp
INCREASED2,119,5402,000,012+119,528+6%$275.1M$301.5M+$26.5M2026-11-05
HB Wealth Management, LLC
DECREASED2,112,7412,200,705-87,964-4%$302.7M$300.6M-$2.1M2026-10-23
Thrivent Financial for Lutherans
INCREASED1,455,6551,389,402+66,253+5%$190.6M$207.3M+$16.7M2026-11-05
Fifth Third Bancorp
DECREASED1,414,6851,429,702-15,017-1%$196.6M$201.3M+$4.6M2026-11-05
JB Capital LLC
INCREASED1,306,9931,295,626+11,367+1%$178.2M$185.9M+$7.7M2026-10-19
Truist Financial Corp
INCREASED1,167,2741,142,608+24,666+2%$157.1M$166.1M+$8.9M2026-10-30
Calamos Wealth Management LLC
INCREASED1,148,9001,147,615+1,285+0%$157.8M$163.4M+$5.6M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED1,130,7371,121,121+9,616+1%$154.2M$160.9K-$154.0M2026-11-02
LVZ, Inc.
DECREASED1,023,9691,036,902-12,933-1%$142.6M$145.7M+$3.1M2026-10-20
Kestra Advisory Services, LLC
INCREASED1,011,319861,433+149,886+17%$118.5M$143.9M+$25.4M2026-11-02
Courier Capital LLC
DECREASED884,176918,582-34,406-4%$126.3M$125.8M-$549.6K2026-10-19
Vise Technologies, Inc.
INCREASED843,079595,611+247,468+42%$81.9M$119.9M+$38.0M2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED762,433647,650+114,783+18%$89.8M$109.5M+$19.8M2026-10-13
Triad Wealth Partners, LLC
INCREASED750,482697,889+52,593+8%$96.5M$106.8M+$10.3M2026-10-26
Encompass Wealth Advisors, LLC
INCREASED739,776368,443+371,333+101%$50.7M$105.2M+$54.6M2026-10-15
Ascent Group, LLC
INCREASED737,756736,912+844+0%$101.3M$105.0M+$3.6M2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED713,836762,341-48,505-6%$104.8M$101.6M-$3.3M2026-10-14
Keybank National Association
INCREASED707,370699,654+7,716+1%$96.2M$100.6M+$4.4M2026-11-04
Creative Planning
INCREASED679,963671,647+8,316+1%$92.4M$96.7M+$4.4M2026-11-02
Modera Wealth Management, LLC
INCREASED631,907625,957+5,950+1%$86.1M$89.9M+$3.8M2026-10-28
Stegner Investment Associates Inc.
INCREASED620,907608,731+12,176+2%$83.7M$88.3M+$4.6M2026-10-15
Atria Investments, Inc
INCREASED614,252603,475+10,777+2%$83.0M$87.4M+$4.4M2026-10-15
Salomon & Ludwin, LLC
DECREASED575,635578,289-2,6540%$79.1M$81.9M+$2.7M2026-10-29
US Bancorp \de\
DECREASED568,645578,774-10,129-2%$79.6M$80.9M+$1.3M2026-11-05
SilverOak Wealth Management LLC
DECREASED536,178559,953-23,775-4%$77.0M$76.3M-$733.7K2026-10-29
West Wealth Group, LLC
INCREASED511,976486,868+25,108+5%$67.0M$72.8M+$5.9M2026-10-14
North Star Investment Management Corp.
DECREASED502,331505,966-3,635-1%$69.6M$71.5M+$1.9M2026-10-27
Probity Advisors, Inc.
DECREASED483,040489,655-6,615-1%$67.3M$68.7M+$1.4M2026-10-23
Citigroup Inc
INCREASED449,951407,199+42,752+11%$56.0M$64.0M+$8.0M2026-11-04
MGO One Seven LLC
INCREASED445,583438,642+6,941+2%$60.3M$63.4M+$3.1M2026-10-28
Midland Wealth Advisors, LLC
DECREASED431,259480,380-49,121-10%$66.1M$61.4M-$4.7M2026-10-26
Sigma Planning Corp
DECREASED409,681427,683-18,002-4%$58.8M$58.3M-$559.6K2026-10-23
Choreo, LLC
DECREASED391,634402,802-11,168-3%$55.4M$55.7M+$316.5K2026-10-28
ShoreHaven Wealth Partners, LLC
INCREASED388,265373,246+15,019+4%$51.3M$55.2M+$3.9M2026-10-16
Concurrent Investment Advisors, LLC
INCREASED380,038299,260+80,778+27%$41.2M$54.1M+$12.9M2026-10-16
Sharkey, Howes & Javer
INCREASED374,115369,845+4,270+1%$50.9M$53.2M+$2.4M2026-10-22
Lee Financial Co
INCREASED355,775354,953+822+0%$48.8M$50.6M+$1.8M2026-10-16
Connecticut Wealth Management, LLC
DECREASED351,816351,996-1800%$48.4M$50.0M+$1.6M2026-10-13
CGC Financial Services, LLC
DECREASED342,313342,936-6230%$47.2M$48.7M+$1.5M2026-10-13
Kestra Private Wealth Services, LLC
INCREASED341,037294,758+46,279+16%$40.5M$48.5M+$8.0M2026-10-30
J.W. Cole Advisors, Inc.
INCREASED339,463332,923+6,540+2%$45.8M$48.3M+$2.5M2026-11-05
Financial Life Advisors
INCREASED338,408337,681+727+0%$46.4M$48.1M+$1.7M2026-10-14
Foundation Wealth Management, LLC
DECREASED336,218336,974-7560%$46.3M$47.8M+$1.5M2026-10-22
LMG Wealth Partners, LLC
INCREASED333,322332,814+508+0%$45.8M$47.4M+$1.6M2026-11-05
Farther Finance Advisors, LLC
INCREASED332,750329,558+3,192+1%$45.3M$47.3M+$2.0M2026-10-08
Busey Bank
INCREASED327,914324,477+3,437+1%$44.6M$46.6M+$2.0M2026-10-26
Integrity Alliance, Llc.
INCREASED315,962312,079+3,883+1%$42.9M$44.9M+$2.0M2026-10-29
Stone House Investment Management, LLC
INCREASED314,898303,365+11,533+4%$41.7M$44.8M+$3.1M2026-10-23
1834 Investment Advisors Co
DECREASED312,344320,486-8,142-3%$44.1M$44.4M+$357.6K2026-10-16
Plancorp, LLC
INCREASED311,609154,385+157,224+102%$21.1M$41.9M+$20.8M2026-11-03
Marks Group Wealth Management, Inc
INCREASED310,342280,897+29,445+10%$38.6M$44.1M+$5.5M2026-11-05
Praetorian Wealth Management, Inc.
DECREASED310,279312,983-2,704-1%$43.0M$44.1M+$1.1M2026-10-16
Greenleaf Trust
DECREASED308,231311,771-3,540-1%$42.9M$43.8M+$971.1K2026-10-29
Sagespring Wealth Partners, LLC
INCREASED304,085294,370+9,715+3%$40.5M$43.3M+$2.8M2026-10-22
Amarillo National Bank
INCREASED292,240292,223+17+0%$40.2M$41.6M+$1.4M2026-10-23
Bokf, NA
DECREASED284,222299,207-14,985-5%$41.1M$40.4M-$716.5K2026-10-27
Sterling Investment Counsel, LLC
DECREASED281,178287,866-6,688-2%$39.6M$40.0M+$410.2K2026-10-19
Wilmington Savings Fund Society, FSB
INCREASED278,293266,035+12,258+5%$36.6M$39.6M+$3.0M2026-10-23
Powell Investment Advisors, LLC
DECREASED277,206279,385-2,179-1%$38.4M$39.4M+$1.0M2026-10-22
Kwmg, LLC
INCREASED269,693263,478+6,215+2%$36.2M$38.4M+$2.1M2026-10-07
Diversify Advisory Services, LLC
INCREASED268,372200,338+68,034+34%$26.5M$38.0M+$11.5M2026-10-20
Diversify Wealth Management, LLC
INCREASED268,372200,338+68,034+34%$26.5M$38.0M+$11.5M2026-10-20
Horst & Graben Wealth Management LLC
INCREASED268,163261,956+6,207+2%$35.9M$38.1M+$2.3M2026-11-02
Swmg, LLC
INCREASED266,796252,257+14,539+6%$34.8M$36.6M+$1.8M2026-10-23
First Merchants Corp
INCREASED258,329256,893+1,436+1%$35.3M$36.7M+$1.4M2026-10-15
IFP Advisors, Inc
DECREASED258,251269,980-11,729-4%$37.1M$36.7M-$391.6K2026-10-16
SWF LLC
NEW253,851—+253,851——$36.1M—2026-11-05
Detalus Advisors, LLC
INCREASED253,712253,147+565+0%$34.8M$36.1M+$1.3M2026-10-15
Pettinga Financial Advisors LLC
DECREASED250,753254,988-4,235-2%$35.1M$35.7M+$603.6K2026-10-13
AlphaCore Capital LLC
DECREASED247,805258,194-10,389-4%$35.5M$35.3M-$256.7K2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED247,348252,052-4,704-2%$34.7M$35.2M+$523.0K2026-10-13
MV Capital Management, Inc.
DECREASED246,853264,100-17,247-7%$36.3M$35.1M-$1.2M2026-10-29
SteelPeak Wealth, LLC
DECREASED245,756257,599-11,843-5%$35.4M$35.0M-$466.4K2026-10-16
Brookstone Capital Management
DECREASED245,688263,593-17,905-7%$36.3M$35.0M-$1.3M2026-10-22
ADG Wealth Management Group, LLC
INCREASED241,345240,689+656+0%$33.1M$34.3M+$1.2M2026-10-23
Fifth Third Securities, Inc.
INCREASED240,918148,989+91,929+62%$20.5M$34.3M+$13.8M2026-10-21
Physician Wealth Advisors, Inc.
INCREASED234,393230,758+3,635+2%$31.7M$33.3M+$1.6M2026-10-20
Avior Wealth Management, LLC
DECREASED231,355239,337-7,982-3%$32.9M$32.9M-$3.5K2026-10-13
Security Financial Services, Inc.
DECREASED229,046240,119-11,073-5%$33.0M$32.6M-$439.5K2026-10-29
Hemming& Wealth Management, Inc.
INCREASED227,289220,223+7,066+3%$30.3M$32.3M+$2.0M2026-10-20
Csenge Advisory Group
DECREASED227,174227,378-2040%$31.3M$32.3M+$1.0M2026-11-04
Apollon Wealth Management, LLC
INCREASED220,412203,002+17,410+9%$27.9M$31.4M+$3.4M2026-10-23
Droms Strauss Advisors Inc
DECREASED219,924226,859-6,935-3%$31.2M$31.3M+$86.5K2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED217,733205,261+12,472+6%$28.3M$31.0M+$2.7M2026-10-13
Trek Financial, LLC
INCREASED216,101213,749+2,352+1%$29.4M$30.7M+$1.3M2026-10-29
Inlight Wealth Management, LLC
UNCHANGED210,897210,89700%$210.9K$210.9K$02026-10-21
First Hawaiian Bank
DECREASED210,880215,993-5,113-2%$29.7M$30.0M+$294.3K2026-10-14
Spire Wealth Management
INCREASED210,475209,006+1,469+1%$28.7M$29.9M+$1.2M2026-10-30
TD Private Client Wealth LLC
INCREASED208,712208,318+394+0%$28.7M$29.7M+$1.0M2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED207,095192,433+14,662+8%$26.5M$29.5M+$3.0M2026-11-03
Instrumental Wealth, LLC
INCREASED203,061194,694+8,367+4%$26.8M$28.9M+$2.1M2026-10-20
Citizens Financial Group Inc
DECREASED203,035218,740-15,705-7%$30.1M$28.9M-$1.2M2026-10-23
Patton Albertson Miller Group, LLC
INCREASED196,400182,247+14,153+8%$25.1M$27.9M+$2.9M2026-10-26
Cullen T Bankers, Inc.
INCREASED195,851189,809+6,042+3%$26.1M$27.9M+$1.8M2026-10-28
Frontier Asset Management, LLC
DECREASED194,989197,805-2,816-1%$27.2M$27.7M+$535.0K2026-10-28
GHP Investment Advisors, Inc.
DECREASED191,628193,024-1,396-1%$26.5M$27.3M+$714.5K2026-10-15
Kelly Financial Services LLC
INCREASED189,670186,168+3,502+2%$25.6M$27.0M+$1.4M2026-10-20
Guidance Point Advisors, LLC
INCREASED187,654187,601+53+0%$25.8M$26.7M+$896.3K2026-10-15
MJT & Associates Financial Advisory Group, Inc.
INCREASED183,800174,815+8,985+5%$24.0M$26.1M+$2.1M2026-10-07
Elevated Financial Group LLC
DECREASED181,076188,701-7,625-4%$26.0M$25.8M-$192.2K2026-10-16
Beacon Capital Management, LLC
INCREASED176,371136,146+40,225+30%$18.7M$25.1M+$6.4M2026-10-23
Avantax Planning Partners, Inc.
DECREASED170,351179,987-9,636-5%$24.8M$24.2M-$519.5K2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED169,165167,392+1,773+1%$23.0M$24.1M+$1.0M2026-11-05
Assetmark, Inc
INCREASED168,881158,814+10,067+6%$21.8M$24.0M+$2.2M2026-10-21
Planned Solutions, Inc.
INCREASED168,781132,587+36,194+27%$18.2M$24.0M+$5.8M2026-10-19
Scissortail Wealth Management, LLC
DECREASED162,063175,126-13,063-7%$24.1M$23.1M-$1.0M2026-11-03
CFS Investment Advisory Services, LLC
DECREASED158,527163,210-4,683-3%$22.1M$23.2M+$1.1M2026-10-19
Capital Advisors, Ltd. LLC
DECREASED158,350158,795-4450%$21.8K$22.5K+$6882026-10-27
Barrett & Company, Inc.
DECREASED157,712165,307-7,595-5%$22.7M$22.4M-$298.6K2026-10-22
DT Investment Partners, LLC
UNCHANGED154,386154,38600%$21.2M$22.0M+$730.2K2026-10-27
Ifrah Financial Services, Inc.
DECREASED153,708159,153-5,445-3%$21.9M$21.9M-$21.8K2026-10-13
Cypress Wealth Services, LLC
INCREASED150,502147,840+2,662+2%$20.3M$22.0M+$1.7M2026-10-21
Gallagher Capital Advisors, LLC
DECREASED149,738150,529-791-1%$20.7M$21.3M+$599.4K2026-10-09
CX Institutional
INCREASED149,008134,747+14,261+11%$18.5K$21.2K+$2.7K2026-10-02
Acropolis Investment Management, LLC
DECREASED148,458148,868-4100%$20.5M$21.1M+$645.8K2026-10-08
McNaughton Wealth Management, LLC
INCREASED148,426147,899+527+0%$20.3M$21.1M+$774.5K2026-10-09
Sterling Financial Planning, Inc.
DECREASED147,339148,229-890-1%$20.4M$21.0M+$574.6K2026-10-28
Focus Financial Network, Inc.
DECREASED145,118146,039-921-1%$20.1M$20.6M+$559.8K2026-10-14
Trust Point Inc.
UNCHANGED141,130141,13000%$19.4M$20.1M+$667.5K2026-10-27
Sovran Advisors, LLC
INCREASED139,968138,359+1,609+1%$18.2M$19.3M+$1.1M2026-11-02
First Heartland Consultants, Inc.
DECREASED138,011144,706-6,695-5%$19.9M$19.6M-$267.9K2026-10-08
Rodgers & Associates, LTD
DECREASED136,110139,031-2,921-2%$19.1M$19.4M+$242.1K2026-10-20
Blue Zone Wealth Advisors, LLC
INCREASED134,959121,365+13,594+11%$16.7M$19.2M+$2.5M2026-10-19
Simplicity Wealth,LLC
INCREASED133,97988,877+45,102+51%$12.2M$19.1M+$6.8M2026-10-23
JFS Wealth Advisors, LLC
DECREASED133,049136,636-3,587-3%$18.8M$18.9M+$135.9K2026-11-03
Ironwood Financial, llc
DECREASED132,234133,209-975-1%$18.2M$18.8M+$633.9K2026-10-20
Blue Trust, Inc.
INCREASED129,951126,412+3,539+3%$17.4M$18.5M+$1.1M2026-10-15
Florin Court Capital LLP
INCREASED129,60031,900+97,700+306%$4.4M$18.4M+$14.0M2026-11-02
Midwest Financial Group LLC
INCREASED128,322124,345+3,977+3%$17.1M$18.3M+$1.2M2026-10-15
Carbahal Olsen Financial Services Group, LLC
DECREASED127,356133,884-6,528-5%$18.4M$18.1M-$295.5K2026-11-05
Independent Solutions Wealth Management, LLC
DECREASED121,873146,134-24,261-17%$20.1M$17.3M-$2.8M2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED119,266118,790+476+0%$16.3M$17.0M+$629.5K2026-10-23
Bay Harbor Wealth Management, LLC
DECREASED117,315118,930-1,615-1%$16.4M$16.7M+$332.8K2026-11-03
W Advisors, LLC
DECREASED116,184116,249-650%$16.0M$16.5M+$540.8K2026-11-02
Investment Partners, Ltd.
INCREASED115,76755,092+60,675+110%$7.6M$16.5M+$8.9M2026-10-29
Ashurst Perkins Coie Trust Co
DECREASED112,178117,236-5,058-4%$16.1M$16.0M-$165.0K2026-10-15
Peoples Bank
INCREASED111,93293,540+18,392+20%$12.9M$15.9M+$3.1M2026-10-26
Perigon Wealth Management, LLC
INCREASED111,393109,669+1,724+2%$15.1M$15.8M+$764.0K2026-10-22
Traynor Capital Management, Inc.
INCREASED110,898109,400+1,498+1%$15.0M$15.8M+$730.6K2026-10-29
Farmers & Merchants Investments Inc
DECREASED110,781111,546-765-1%$15.3M$15.8M+$418.8K2026-10-22
Founders Grove Wealth Partners, LLC
DECREASED108,840110,218-1,378-1%$15.2M$15.5M+$325.4K2026-10-16
YHB Investment Advisors, Inc.
INCREASED108,550108,453+97+0%$14.9M$15.4M+$526.8K2026-10-08
Willis Johnson Wealth, Inc.
DECREASED107,095109,498-2,403-2%$15.1M$15.2M+$176.0K2026-11-03
Centerpoint Advisors, LLC
DECREASED106,556109,316-2,760-3%$15.0M$15.2M+$125.0K2026-11-05
Quadrant Private Wealth Management, LLC
NEW106,261—+106,261——$15.1M—2026-11-04
May Hill Capital, LLC
INCREASED105,39598,075+7,320+7%$13.5M$15.0M+$1.5M2026-11-03
Archer Investment Management, LLC
INCREASED105,15997,770+7,389+8%$13.4M$15.0M+$1.5M2026-10-13
CoreCap Advisors, LLC
DECREASED105,078138,002-32,924-24%$19.0M$14.9M-$4.0M2026-10-08
Financial Perspectives, Inc
INCREASED104,510100,576+3,934+4%$13.8M$14.9M+$1.0M2026-11-03
Integrated Advisors Network LLC
DECREASED104,306109,028-4,722-4%$15.0M$14.8M-$156.0K2026-10-20
Clark Financial Services Group Inc
INCREASED104,082103,353+729+1%$14.2M$14.8M+$592.6K2026-10-19
Apella Capital, LLC
INCREASED102,74062,525+40,215+64%$8.5M$15.0M+$6.5M2026-10-08
Asset One Wealth Management LLC
INCREASED102,01757,425+44,592+78%$8.0M$14.5M+$6.6M2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED100,949101,654-705-1%$14.0M$14.4M+$382.3K2026-11-05
Associated Banc-Corp
INCREASED100,43898,426+2,012+2%$13.5M$14.3M+$751.8K2026-10-30
Oppenheimer & Co Inc
DECREASED100,242104,076-3,834-4%$14.3M$14.3M-$53.1K2026-10-26
Forthright Family Wealth Advisory LLC
INCREASED98,91098,809+101+0%$13.6M$14.1M+$481.7K2026-11-03
Lee, Kelleher & Klein Wealth Management
INCREASED97,89992,597+5,302+6%$12.7M$13.9M+$1.2M2026-10-08
First Financial Bank - Trust Division
INCREASED97,44295,463+1,979+2%$13.1M$13.9M+$733.1K2026-10-01
Signature Estate & Investment Advisors LLC
DECREASED97,198104,476-7,278-7%$14.4M$13.8M-$541.1K2026-10-13
Arch Global Advisors, LLC
INCREASED95,92593,931+1,994+2%$12.9M$13.6M+$728.1K2026-10-23
BKM Wealth Management, LLC
INCREASED95,91186,516+9,395+11%$11.9M$13.6M+$1.7M2026-10-22
Gen-Wealth Partners Inc
INCREASED95,21488,796+6,418+7%$12.2M$13.5M+$1.3M2026-11-04
AtlasMark Financial, Inc
INCREASED92,20083,781+8,419+10%$11.5M$13.1M+$1.6M2026-10-13
Signature Wealth Management Partners, LLC
INCREASED91,23086,070+5,160+6%$11.8M$13.0M+$1.1M2026-10-21
VestGen Advisors, LLC
DECREASED90,77791,794-1,017-1%$12.6M$12.9M+$289.5K2026-10-27
EPG Wealth Management LLC
INCREASED89,83489,051+783+1%$12.2M$12.8M+$532.5K2026-11-03
Mather Group, Llc.
INCREASED89,62389,040+583+1%$12.2M$12.7M+$504.1K2026-10-14
Howard Capital Management, LLC
DECREASED88,73690,755-2,019-2%$12.5M$12.6M+$142.0K2026-10-16
North Berkeley Wealth Management, LLC
DECREASED88,00395,414-7,411-8%$13.1M$12.5M-$603.0K2026-11-02
SigFig Wealth Management, LLC
INCREASED87,19984,432+2,767+3%$11.4M$12.4M+$956.0K2026-10-07
Sonata Capital Group Inc
DECREASED86,59186,593-20%$11.9M$12.3M+$409.3K2026-10-19
Firethorn Wealth Partners, LLC
INCREASED86,03683,749+2,287+3%$11.5M$12.2M+$721.5K2026-10-14
Hobbs Wealth Management, LLC
INCREASED85,94782,247+3,700+5%$11.3M$12.2M+$915.3K2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED85,87988,428-2,549-3%$12.2M$12.2M+$55.7K2026-10-20
Element Pointe Advisors, LLC
DECREASED85,69285,698-60%$11.8M$12.2M+$404.6K2026-10-21
TSG Advice Partners, LLC
NEW85,626—+85,626——$11.8M—2026-10-29
TSA Wealth Managment LLC
INCREASED85,50585,460+45+0%$11.8M$12.2M+$410.6K2026-10-22
Old National Bancorp
DECREASED85,18985,687-498-1%$11.8M$12.1M+$334.5K2026-10-20
PKS Advisory Services, LLC
UNCHANGED83,86083,86000%$11.5M$11.5M$02026-10-26
Soltis Investment Advisors LLC
INCREASED82,41775,057+7,360+10%$10.3M$11.7M+$1.4M2026-10-28
Endeavor Private Wealth, Inc.
INCREASED82,35980,728+1,631+2%$11.1M$11.7M+$613.9K2026-11-05
Parallel Advisors, LLC
INCREASED82,32577,312+5,013+6%$10.6M$11.7M+$1.1M2026-11-03
Carmel Capital Partners, LLC
NEW79,308—+79,308——$11.3M—2026-11-03
Apeiron RIA LLC
DECREASED79,03581,595-2,560-3%$11.2M$11.3M+$43.2K2026-10-08
A4 Wealth Advisors LLC
INCREASED78,85975,578+3,281+4%$10.4M$11.2M+$824.2K2026-10-20
Novem Group
INCREASED78,48258,379+20,103+34%$8.0M$11.2M+$3.1M2026-10-19
D.A. Davidson & Co.
INCREASED78,10874,030+4,078+6%$10.2M$11.1M+$930.2K2026-10-28
LiftPoint Family Wealth Advisors LLC
DECREASED77,97979,508-1,529-2%$10.9M$11.1M+$158.5K2026-11-03
Cosner Financial Group, LLC
INCREASED77,85575,772+2,083+3%$10.4M$11.1M+$654.9K2026-11-03
Evergreen Capital Management LLC
DECREASED76,99177,441-450-1%$10.7M$11.0M+$302.2K2026-10-23
Newport Capital Group, LLC
NEW76,230—+76,230——$10.7M—2026-10-16
Lifelong Wealth Advisors, Inc.
INCREASED75,79871,625+4,173+6%$9.9M$10.8M+$932.4K2026-10-19
Polaris Investment Advisors, LLC
DECREASED74,67779,223-4,546-6%$10.9M$10.6M-$272.0K2026-10-20
Carret Asset Management, LLC
INCREASED73,93162,234+11,697+19%$8.6M$10.5M+$2.0M2026-11-04
Conning Inc.
INCREASED72,86361,779+11,084+18%$8.5M$10.4M+$1.9M2026-10-27
Spectrum Planning & Advisory Services Inc.
INCREASED71,35770,464+893+1%$9.7M$10.2M+$460.3K2026-11-05
Ellis Investment Partners, LLC
DECREASED70,95871,299-3410%$9.8M$10.1M+$288.8K2026-10-21
GC Wealth Management RIA, LLC
INCREASED70,76470,508+256+0%$9.7M$10.1M+$369.9K2026-11-02
Maia Wealth LLC
INCREASED70,60069,178+1,422+2%$9.5M$10.0M+$529.5K2026-10-19
Balefire, LLC
INCREASED69,67145,598+24,073+53%$6.3M$9.9M+$3.6M2026-10-09
OpenArc Corporate Advisory, LLC
INCREASED69,60965,330+4,279+7%$9.0M$9.9M+$917.8K2026-10-21
Jamison Private Wealth Management, Inc.
INCREASED68,82768,611+216+0%$9.4M$9.8M+$355.2K2026-10-14
Avid Wealth Partners LLC
INCREASED68,49366,139+2,354+4%$9.1M$9.7M+$647.7K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED68,44465,034+3,410+5%$8.8M$9.7M+$918.3K2026-10-13
Alpine Bank Wealth Management
DECREASED67,97580,275-12,300-15%$11.0M$9.7M-$1.4M2026-10-16
Lantz Financial LLC
INCREASED66,89465,630+1,264+2%$9.0M$9.5M+$490.3K2026-10-15
StoneX Group Inc.
DECREASED66,88467,669-785-1%$9.3M$9.5M+$208.3K2026-11-03
Retirement Planning Group, LLC
INCREASED66,26566,198+67+0%$9.1M$9.4M+$322.7K2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED65,74667,006-1,260-2%$9.2M$9.4M+$137.7K2026-10-16
One Wealth Capital Management, LLC
DECREASED65,56777,730-12,163-16%$10.7M$9.3M-$1.4M2026-10-23
Transcendent Capital Group LLC
DECREASED65,51071,901-6,391-9%$9.9M$9.3M-$569.0K2026-10-28
Cornerstone Planning Group LLC
INCREASED65,33364,066+1,267+2%$8.7M$9.5M+$777.9K2026-10-16
Portfolio Resources Advisor Group, Inc.
INCREASED65,32364,552+771+1%$8.9M$9.3M+$415.0K2026-10-20
Financial Management Network Inc
DECREASED65,21265,265-530%$8.8M$9.4M+$622.1K2026-10-09
Summit Investment Advisory Services, LLC
DECREASED64,69065,519-829-1%$9.0M$9.2M+$192.0K2026-11-03
Gryphon Financial Partners LLC
DECREASED63,88964,503-614-1%$8.9M$9.1M+$217.7K2026-11-04
Core Wealth Advisors, LLC
INCREASED63,18362,711+472+1%$8.6M$9.0M+$363.8K2026-11-05
Centurion Wealth Management LLC
INCREASED62,26755,812+6,455+12%$7.7M$8.9M+$1.2M2026-10-13
Absolute Capital Management, LLC
INCREASED61,85555,694+6,161+11%$7.7M$8.8M+$1.1M2026-10-16
Prospera Financial Services Inc
INCREASED61,39657,917+3,479+6%$8.0M$8.3M+$289.5K2026-11-04
WealthPLAN Partners, LLC
DECREASED61,19761,627-430-1%$8.5M$8.7M+$230.4K2026-10-15
Uptick Partners, LLC
INCREASED60,91158,555+2,356+4%$8.1M$8.7M+$612.2K2026-11-04
Avestar Capital, LLC
DECREASED60,69366,325-5,632-8%$9.1M$8.6M-$487.5K2026-10-28
Stenger Family Office, LLC
NEW60,365—+60,365——$8.7M—2026-10-22
Advus Financial Partners, LLC
INCREASED59,78459,682+102+0%$8.2M$8.5M+$296.9K2026-10-20
Strategic Blueprint, LLC
INCREASED57,18853,943+3,245+6%$7.4M$8.1M+$716.8K2026-10-22
Brighton Jones LLC
INCREASED57,05254,468+2,584+5%$7.5M$8.1M+$625.4K2026-11-03
Verus Capital Partners, LLC
DECREASED56,64556,694-490%$7.8M$8.1M+$261.3K2026-11-03
B.O.S.S. Retirement Advisors, LLC
DECREASED56,01157,195-1,184-2%$7.9M$8.0M+$102.1K2026-10-26
MSH Capital Advisors LLC
DECREASED56,00656,635-629-1%$7.8M$8.0M+$178.4K2026-11-03
Narwhal Capital Management
UNCHANGED56,00056,00000%$7.7M$8.0M+$264.9K2026-11-04
Sapient Capital LLC
UNCHANGED55,94155,94100%$7.7M$8.0M+$264.6K2026-10-08
Hoxton Planning & Management, LLC
INCREASED55,73152,739+2,992+6%$7.3M$7.9M+$675.2K2026-10-15
PFG Advisors
INCREASED55,61351,836+3,777+7%$7.1M$7.9M+$782.6K2026-10-16
Higgins & Schmidt Wealth Strategies LLC
DECREASED55,59056,445-855-2%$7.8M$7.9M+$145.3K2026-10-26
Cranbrook Wealth Management, LLC
DECREASED55,03157,306-2,275-4%$7.9M$7.8M-$52.6K2026-10-28
Retirement Wealth Solutions LLC
INCREASED54,96250,413+4,549+9%$6.9M$7.8M+$885.6K2026-10-07
Compton Wealth Advisory Group, LLC
DECREASED54,89655,056-1600%$7.5M$7.8M+$288.3K2026-10-13
Stackstone Wealth, LLC
NEW54,881—+54,881——$7.8M—2026-10-19
Integrity Advisory Solutions, LLC
INCREASED54,74850,084+4,664+9%$6.9M$7.8M+$900.4K2026-10-29
Adirondack Capital Advisors, LLC
INCREASED54,48545,075+9,410+21%$6.2M$7.8M+$1.6M2026-10-09
Flagship Wealth Advisors, LLC
DECREASED52,78052,898-1180%$7.3M$7.5M+$233.4K2026-11-03
Ascent Wealth Partners, LLC
DECREASED52,68453,653-969-2%$7.4M$7.5M+$115.9K2026-10-23
Ashton Thomas Securities, LLC
NEW52,505—+52,505——$7.5M—2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED51,79251,685+107+0%$7.1M$7.4M+$259.7K2026-11-04
Sowell Financial Services LLC
INCREASED51,58449,405+2,179+4%$6.8M$7.3M+$543.6K2026-10-23
Midwest Trust Co
INCREASED51,40951,189+220+0%$7.0M$7.3M+$273.4K2026-10-22
Arwa LLC
DECREASED51,30562,533-11,228-18%$8.5M$7.4M-$1.1M2026-10-21
Cahaba Wealth Management, Inc.
DECREASED51,23151,830-599-1%$7.1M$7.3M+$159.9K2026-10-26
Client 1ST Advisory Group, LLC
INCREASED50,73547,573+3,162+7%$6.5M$7.2M+$675.0K2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED50,10363,562-13,459-21%$8.7M$7.1M-$1.6M2026-10-14
Old Mission Investment Co LLC
INCREASED49,61949,441+178+0%$6.8M$7.1M+$259.3K2026-10-22
Dumont & Blake Investment Advisors LLC
DECREASED49,60350,187-584-1%$6.9M$7.1M+$154.3K2026-10-28
Rose Capital Advisors LLC
NEW49,265—+49,265——$7.0M—2026-11-04
Peterson Wealth Advisors, LLC
DECREASED49,25849,950-692-1%$6.9M$7.0M+$137.8K2026-10-08
RKL Wealth Management LLC
DECREASED48,08950,059-1,970-4%$6.9M$6.8M-$43.4K2026-10-16
Laurel Wealth Planning LLC
DECREASED47,96449,416-1,452-3%$6.8M$6.8M+$27.2K2026-11-02
Alterna Wealth Management, Inc
DECREASED47,38855,397-8,009-14%$7.6M$6.7M-$877.3K2026-10-27
FFG Retirement Advisors LLC
INCREASED47,04545,750+1,295+3%$6.3M$6.7M+$400.7K2026-10-20
NTV Asset Management LLC
DECREASED46,67547,612-937-2%$6.5M$6.6M+$92.0K2026-10-23
St. Clair Advisors, LLC
INCREASED46,66346,660+3+0%$6.4M$6.6M+$221.1K2026-10-13
Patriot Investment Management Group, Inc.
DECREASED46,61249,726-3,114-6%$6.8M$6.6M-$207.8K2026-10-15
Winthrop Advisory Group LLC
DECREASED45,87746,877-1,000-2%$6.4M$6.5M+$79.5K2026-10-22
Simon Quick Advisors, LLC
DECREASED45,27147,588-2,317-5%$6.5M$6.4M-$104.6K2026-10-26
Stordahl Capital Management, Inc.
DECREASED45,05145,976-925-2%$6.3M$6.4M+$85.9K2026-10-22
Lpwm LLC
INCREASED45,02944,192+837+2%$6.1M$6.4M+$328.1K2026-10-20
Waterway Wealth Management, LLC
DECREASED44,89648,075-3,179-7%$6.6M$6.4M-$224.8K2026-10-28
Yanni & Associates Investment Advisors, LLC
DECREASED44,68146,063-1,382-3%$6.3M$6.4M+$21.3K2026-10-14
XML Financial, LLC
INCREASED44,56244,004+558+1%$6.1M$6.3M+$287.5K2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED44,33931,010+13,329+43%$3.6M$5.4M+$1.8M2026-11-04
Arcadia Wealth Management, LLC
INCREASED44,25219,508+24,744+127%$2.7M$6.3M+$3.6M2026-10-22
Daymark Wealth Partners, LLC
DECREASED44,22944,349-1200%$6.1M$6.3M+$192.7K2026-11-04
Global View Capital Management LLC
NEW43,887—+43,887——$6.2M—2026-10-28
Nations Financial Group Inc,
DECREASED43,83244,026-1940%$6.1M$6.2M+$180.6K2026-11-05
Clear Creek Financial Management, LLC
INCREASED43,39541,589+1,806+4%$5.7M$6.2M+$453.7K2026-10-28
Harbor Investment Advisory, LLC
DECREASED42,67742,722-450%$5.9M$6.1M+$195.7K2026-10-13
Independent Financial Group, LLC
DECREASED42,60061,786-19,186-31%$8.5M$6.1M-$2.4M2026-10-13
71 West Capital Partners
INCREASED42,36041,253+1,107+3%$5.7M$6.0M+$352.6K2026-11-04
Sterling Group Wealth Management, LLC
DECREASED41,06441,186-1220%$5.7M$5.8M+$177.4K2026-11-03
Calamos Advisors LLC
DECREASED40,96941,520-551-1%$5.7M$5.8M+$118.0K2026-11-02
Valeo Financial Advisors, LLC
INCREASED40,76840,508+260+1%$5.6M$5.8M+$228.5K2026-10-08
Commonwealth Retirement Investments LLC
INCREASED40,14437,688+2,456+7%$5.2M$5.7M+$527.7K2026-10-26
Ascentis Independent Advisors
NEW40,109—+40,109——$5.7M—2026-11-03
Arvest Investments, Inc.
DECREASED40,10640,238-1320%$5.5M$5.7M+$171.6K2026-10-21
XY Planning Network, Inc.
INCREASED39,90335,035+4,868+14%$4.8M$5.7M+$858.2K2026-10-14
R. W. Roge & Company, Inc.
DECREASED39,30640,070-764-2%$5.5M$5.6M+$82.0K2026-11-04
Flagstar Securities, Inc
DECREASED39,24344,589-5,346-12%$6.1M$5.6M-$549.6K2026-10-15
Guardian Wealth Advisors, LLC
DECREASED38,82340,430-1,607-4%$5.6M$5.4M-$154.2K2026-10-30
Wealthcare Advisory Partners LLC
INCREASED38,28216,618+21,664+130%$2.3M$5.4M+$3.2M2026-10-21
Bernardo Wealth Planning LLC
INCREASED38,00418,913+19,091+101%$2.6M$5.4M+$2.8M2026-10-23
Gallacher Capital Management LLC
DECREASED37,28442,293-5,009-12%$5.8M$5.3M-$512.5K2026-10-30
Golden State Wealth Management, LLC
INCREASED37,01933,700+3,319+10%$4.6M$5.3M+$631.5K2026-11-02
Milestone Asset Management, LLC
DECREASED36,99453,823-16,829-31%$7.4M$5.3M-$2.1M2026-10-15
Graves Light Lenhart Wealth, Inc.
DECREASED36,77037,256-486-1%$5.1M$5.2M+$107.1K2026-10-09
WealthPoint Financial, LLC
INCREASED36,68136,630+51+0%$5.0M$5.2M+$180.5K2026-11-03
Great Point Wealth Advisors, LLC
UNCHANGED36,52236,52200%$5.0M$5.2M+$172.7K2026-10-15
Valley Wealth Managers, Inc.
DECREASED36,51937,418-899-2%$5.1M$5.2M+$49.1K2026-10-09
CWC Advisors, Llc.
INCREASED36,32935,590+739+2%$4.9M$5.2M+$273.5K2026-10-15
Rossmore Private Capital
UNCHANGED36,22736,22700%$5.0M$5.2M+$171.4K2026-10-27
First Horizon Corp
INCREASED35,57035,555+15+0%$4.9M$5.1M+$170.3K2026-10-26
Ehrlich Financial Group
INCREASED35,46735,256+211+1%$4.8M$5.0M+$196.8K2026-10-20
Mission Wealth Management, LP
DECREASED35,40247,285-11,883-25%$6.5M$5.0M-$1.5M2026-10-15
Tempus Wealth Planning, LLC
INCREASED35,26729,874+5,393+18%$4.1M$5.0M+$908.6K2026-10-14
Kraft, Davis & Associates, LLC
DECREASED35,13736,801-1,664-5%$5.0M$4.9M-$58.1K2026-10-21
Royal Fund Management, LLC
DECREASED35,121146,678-111,557-76%$20.2M$5.0M-$15.2M2026-10-22
Sima Wealth Partners, LLC
DECREASED35,09235,338-246-1%$4.9M$5.0M+$132.1K2026-10-19
Elevation Capital Advisory, LLC
NEW35,029—+35,029——$5.0M—2026-10-29
Gables Capital Management Inc.
UNCHANGED35,00035,00000%$4.8M$5.0M+$165.6K2026-11-04
Southern Capital Advisors, LLC
INCREASED34,97833,506+1,472+4%$4.6M$5.0M+$367.9K2026-10-26
Sacks & Associates, LLC
DECREASED34,94035,139-199-1%$4.8M$5.0M+$218.0K2026-10-09
Keystone Wealth Services, LLC
INCREASED34,90634,315+591+2%$4.7M$5.0M+$249.3K2026-11-03
Capital Advantage, Inc.
INCREASED34,28832,210+2,078+6%$4.4M$4.9M+$447.9K2026-10-14
Wedmont Private Capital
INCREASED33,81332,822+991+3%$4.5M$4.9M+$323.3K2026-10-09
RTD Financial Advisors, Inc.
DECREASED33,68333,727-440%$4.6M$4.8M+$153.3K2026-10-09
Zenith Solutions, Inc.
INCREASED33,55932,956+603+2%$4.5M$4.8M+$241.7K2026-10-19
St. Louis Trust Co
UNCHANGED33,50033,50000%$1.7M$4.8M+$3.0M2026-11-03
Koshinski Asset Management, Inc.
DECREASED33,06333,070-70%$4.5M$4.7M+$155.3K2026-10-29
Almanack Investment Partners, Llc.
DECREASED33,01234,233-1,221-4%$4.7M$4.7M-$11.8K2026-11-03
Arrow Investment Advisors, LLC
NEW32,929—+32,929——$4.7M—2026-11-02
Journey Advisory Group, LLC
INCREASED32,8636,025+26,838+445%$828.6K$4.7M+$3.8M2026-11-04
Mason & Associates, LLC
DECREASED32,79433,204-410-1%$4.6M$4.7M+$98.7K2026-10-26
Legacy Advisory Services, LLC
NEW32,422—+32,422——$4.6M—2026-10-20
Breakwater Capital Group
INCREASED32,35230,742+1,610+5%$4.2M$4.6M+$374.5K2026-10-09
SWP Financial LLC
DECREASED32,29132,338-470%$4.4M$4.6M+$146.3K2026-10-23
Smart Wealth LLC
INCREASED32,26625,649+6,617+26%$3.5M$4.6M+$1.1M2026-11-04
WBH Advisory Inc
INCREASED32,08832,058+30+0%$4.4M$4.6M+$155.9K2026-11-05
G&S Capital LLC
DECREASED31,96433,959-1,995-6%$4.7M$4.5M-$123.2K2026-10-23
United Advisor Group, LLC
INCREASED31,57721,831+9,746+45%$3.0M$4.5M+$1.5M2026-11-03
Rossby Financial, LCC
INCREASED31,3737,159+24,214+338%$984.6K$4.5M+$3.5M2026-11-05
Roman Butler Fullerton & Co
INCREASED31,0766,384+24,692+387%$871.1K$4.4M+$3.5M2026-10-27
Bouvel Investment Partners, LLC
INCREASED31,04829,842+1,206+4%$4.1M$4.4M+$312.7K2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED31,02439,741-8,717-22%$5.5M$4.4M-$1.1M2026-10-15
Keenan, LLC
DECREASED30,99434,758-3,764-11%$4.8M$4.4M-$371.1K2026-10-23
Diversified Portfolios, Inc.
DECREASED30,96333,442-2,479-7%$4.6M$4.4M-$194.4K2026-11-04
Three Seasons Wealth, LLC
INCREASED30,8735,755+25,118+436%$791.5K$4.4M+$3.6M2026-11-03
BCU Wealth Advisors, LLC
INCREASED30,75130,732+19+0%$4.2M$4.4M+$148.1K2026-10-16
Gray Private Wealth, LLC
DECREASED30,52831,014-486-2%$4.3M$4.3M+$77.6K2026-10-28
WealthPlan Investment Management, LLC
DECREASED30,46931,298-829-3%$4.3M$4.3M+$30.1K2026-10-15
Power Wealth Management LLC
INCREASED30,37123,138+7,233+31%$3.2M$4.3M+$1.1M2026-10-27
Nottingham Advisors, Inc.
DECREASED30,14431,203-1,059-3%$4.2M$4.3M+$96.7K2026-10-29
Pathway Financial Advisors LLC
UNCHANGED29,82129,82100%$4.0M$4.2M+$204.3K2026-10-07
Vontobel Holding Ltd.
DECREASED29,74230,769-1,027-3%$4.2M$4.2M+$9752026-10-16
Eastern Bank
INCREASED29,47027,033+2,437+9%$3.7M$4.2M+$474.6K2026-10-05
Glenview Trust Co
DECREASED29,29429,909-615-2%$4.1M$4.2M+$54.0K2026-10-28
Howard Wealth Management, LLC
DECREASED29,20629,406-200-1%$4.0M$4.2M+$110.6K2026-10-28
GenWealth Group, Inc.
DECREASED29,14229,501-359-1%$4.1M$4.1M+$88.5K2026-10-16
First Citizens Bank & Trust Co
INCREASED29,07728,959+118+0%$4.0M$4.1M+$153.8K2026-10-14
Nolet Wealth Management, LLC
UNCHANGED28,97028,97000%$4.0M$4.1M+$137.0K2026-10-15
Pinnacle Associates LTD
DECREASED28,94631,949-3,003-9%$4.4M$4.1M-$276.1K2026-10-20
Mosley Wealth Management
INCREASED28,91428,039+875+3%$3.9M$4.1M+$240.1K2026-10-16
M Holdings Securities, Inc.
NEW28,845—+28,845——$3.9K—2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED28,82528,82500%$4.0M$4.1M+$136.3K2026-11-04
Asempa Wealth Advisors
DECREASED28,81528,909-940%$4.0M$4.1M+$131.2K2026-10-07
Procyon Advisors, LLC
DECREASED28,71835,466-6,748-19%$4.9M$4.1M-$792.2K2026-10-21
Wedbush Securities Inc
INCREASED28,67316,890+11,783+70%$2.3M$4.1K-$2.3M2026-10-22
StoneCrest Wealth Management, Inc.
DECREASED28,46229,142-680-2%$4.0M$4.0M+$41.1K2026-11-03
Baron Wealth Management LLC
DECREASED28,41728,624-207-1%$3.9M$4.0M+$106.0K2026-10-27
Creative Financial Designs Inc
INCREASED28,34524,106+4,239+18%$3.3M$4.0M+$717.0K2026-11-04
Hilltop National Bank
INCREASED28,30827,952+356+1%$3.8M$4.0M+$182.9K2026-10-14
Matthew Goff Investment Advisor, LLC
DECREASED28,23128,385-154-1%$3.9M$4.0M+$112.3K2026-10-13
Capital Square, LLC
INCREASED28,17027,769+401+1%$3.8M$4.0M+$159.0K2026-10-19
Private Trust Co NA
DECREASED28,14328,247-1040%$3.9M$4.0M+$118.7K2026-10-20
Omni 360 Wealth, Inc.
INCREASED27,78026,494+1,286+5%$3.6M$4.0M+$308.2K2026-10-13
Atlantic Edge Private Wealth Management, LLC
DECREASED27,33450,909-23,575-46%$7.0M$3.9M-$3.1M2026-10-20
Madrid Wealth Management, LLC
INCREASED27,15326,416+737+3%$3.6M$3.9M+$229.7K2026-10-23
Magnus Financial Group LLC
INCREASED27,03026,535+495+2%$3.6M$3.8M+$195.9K2026-10-21
Compound Planning, Inc.
DECREASED27,02828,209-1,181-4%$3.9M$3.8M-$34.6K2026-11-05
BIP Wealth, LLC
INCREASED27,00626,750+256+1%$3.7M$3.8M+$163.0K2026-10-22
Mattern Wealth Management LLC
DECREASED26,97327,280-307-1%$3.8M$3.8M+$85.4K2026-11-04
NBH Bank
DECREASED26,90427,039-1350%$3.7M$3.8M+$108.7K2026-11-05
SAX Wealth Advisors, LLC
INCREASED26,87115,805+11,066+70%$1.8M$3.8M+$2.0M2026-10-13
Decker Wealth Management LLC
UNCHANGED26,44426,44400%$3.6M$3.8M+$125.1K2026-10-09
Angeles Wealth Management, LLC
UNCHANGED26,32426,32400%$3.6M$3.7M+$124.5K2026-10-26
TME Financial, Inc.
INCREASED26,28526,050+235+1%$3.6M$3.7M+$156.6K2026-10-14
Carnegie Investment Counsel
INCREASED26,16525,938+227+1%$3.6M$3.7M+$155.0K2026-10-20
Key FInancial Inc
UNCHANGED25,49825,49800%$3.5M$3.6M+$120.6K2026-11-02
Atlas Brown,Inc.
INCREASED25,40524,949+456+2%$3.4M$3.6M+$182.9K2026-10-09
Fonville Wealth Management LLC
INCREASED25,28125,122+159+1%$3.5M$3.6M+$141.4K2026-10-28
Montecito Bank & Trust
UNCHANGED25,25425,25400%$3.5M$3.6M+$119.5K2026-10-01
Fifth Third Wealth Advisors LLC
INCREASED25,18123,841+1,340+6%$3.3M$3.6M+$303.4K2026-10-22
Accelerate Investment Advisors LLC
INCREASED25,02322,265+2,758+12%$3.1M$3.6M+$497.7K2026-11-02
EverSource Wealth Advisors, LLC
DECREASED25,02025,401-381-1%$3.5M$3.6M+$66.0K2026-11-04
Commonwealth Financial Services, LLC
DECREASED24,98626,503-1,517-6%$3.6M$3.6M-$90.5K2026-10-20
Sage Investment Advisers LLC
INCREASED24,93524,338+597+2%$3.3M$3.5M+$200.1K2026-10-21
J.M. Arbour, LLC
DECREASED24,82025,089-269-1%$3.5M$3.5M+$80.4K2026-11-05
Two West Capital Advisors LLC
INCREASED24,80923,119+1,690+7%$3.1M$3.5M+$417.4K2026-10-15
AMG National Trust Bank
DECREASED24,61125,998-1,387-5%$3.6M$3.5M-$74.3K2026-11-05
Stablepoint Partners, LLC
INCREASED24,58723,800+787+3%$3.3M$3.5M+$224.6K2026-11-03
Sutton Place Investors LLC
INCREASED24,54523,143+1,402+6%$3.2M$3.5M+$308.9K2026-10-20
Schneider Downs Wealth Management Advisors, LP
DECREASED24,36525,287-922-4%$3.5M$3.5M-$11.6K2026-10-27
Interchange Capital Partners, LLC
DECREASED24,21124,710-499-2%$3.4M$3.4M+$45.6K2026-10-28
Form Wealth Advisors, LLC
DECREASED24,20024,780-580-2%$3.4M$3.4M+$34.8K2026-10-13
MFA Wealth Services
DECREASED24,18924,550-361-1%$3.4M$3.4M+$64.8K2026-10-14
Unify Financial Advisors
INCREASED24,05823,344+714+3%$3.2M$3.4M+$212.0K2026-11-03
LifeSteps Financial, Inc.
INCREASED23,99111,884+12,107+102%$1.6M$3.4M+$1.8M2026-10-15
Lakeshore Financial Planning, Inc.
INCREASED23,91323,601+312+1%$3.2M$3.4M+$156.0K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED23,81625,373-1,557-6%$3.5M$3.4M-$101.4K2026-10-14
Merkkuri Wealth Advisors LLC
INCREASED23,77323,555+218+1%$3.2M$3.4M+$142.5K2026-11-03
Certified Advisory Corp
DECREASED23,72724,436-709-3%$3.4M$3.4M+$14.7K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED23,72124,189-468-2%$3.3M$3.4M+$47.8K2026-10-27
NWF Advisory Services Inc.
INCREASED23,55622,601+955+4%$3.1M$3.4M+$242.8K2026-10-19
One Advisory Partners, LLC
DECREASED23,520161,154-137,634-85%$22.2M$3.3M-$18.8M2026-10-22
Cassilly Financial Group LLC
INCREASED23,33822,561+777+3%$3.1M$3.3M+$217.3K2026-10-07
FWG Investments, Llc.
INCREASED23,32617,534+5,792+33%$2.4M$3.3M+$907.0K2026-11-03
Northland Securities, Inc.
DECREASED23,18323,438-255-1%$3.2M$3.3M+$74.6K2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED23,13445,762-22,628-49%$6.3M$3.3M-$3.0M2026-10-08
Corundum Group, Inc.
INCREASED23,11020,435+2,675+13%$2.8M$3.3M+$477.2K2026-10-28
Asset Allocation Strategies LLC
DECREASED22,83924,560-1,721-7%$3.4M$3.2M-$128.7K2026-10-20
Beacon Financial Advisory LLC
INCREASED22,78321,582+1,201+6%$3.0M$3.2M+$273.0K2026-10-16
PCG Asset Management, LLC
NEW22,734—+22,734——$3.2M—2026-11-05
Security National Bank
INCREASED22,47922,031+448+2%$3.0M$3.2M+$167.9K2026-10-26
Sound Income Strategies, LLC
DECREASED22,40328,110-5,707-20%$3.9M$3.2M-$637.8K2026-10-09
Joel Isaacson & Co., LLC
INCREASED22,23122,227+4+0%$3.1M$3.2M+$105.6K2026-11-05
RFG Advisory, LLC
INCREASED22,22919,351+2,878+15%$2.7M$3.2M+$500.9K2026-11-03
Woodward Financial Advisors, Inc.
UNCHANGED22,22122,22100%$3.1M$3.2M+$105.1K2026-10-19
Forum Financial Management, LP
UNCHANGED22,20122,20100%$3.1M$3.2M+$105.0K2026-10-16
Hudson Capital Management LLC
DECREASED22,18622,754-568-2%$3.1M$3.2M+$26.8K2026-10-20
Comprehensive Financial Planning, Inc.
INCREASED22,18022,161+19+0%$3.0M$3.2M+$107.6K2026-10-27
Davenport & Co LLC
INCREASED22,15819,970+2,188+11%$2.7M$3.2M+$405.7K2026-10-14
Embree Financial Group
DECREASED22,13325,940-3,807-15%$3.6M$3.1M-$418.9K2026-10-22
Diversified Management Inc
INCREASED22,06022,049+11+0%$3.0M$3.1M+$105.9K2026-10-08
International Assets Investment Management, LLC
DECREASED21,48122,313-832-4%$3.1M$3.1M+$7.2K2026-11-02
BridgePort Financial Solutions, LLC
DECREASED21,39823,012-1,614-7%$3.2M$3.0M-$120.8K2026-11-02
Evanson Financial, LLC
INCREASED21,35421,353+10%$2.9M$3.0M+$101.1K2026-10-23
Fiduciary Alliance LLC
DECREASED21,24124,256-3,015-12%$3.3M$3.0M-$314.2K2026-10-13
Partners Wealth Management, LLC
INCREASED21,17117,325+3,846+22%$2.4M$3.0M+$629.2K2026-10-28
Fairvoy Private Wealth, LLC
DECREASED21,08426,569-5,485-21%$3.7M$3.0M-$654.6K2026-10-19
Signal Advisors Wealth, LLC
DECREASED20,89221,835-943-4%$3.0M$3.0M-$30.9K2026-10-13
Kaydan Wealth Management, Inc.
DECREASED20,88720,893-60%$2.9M$3.0M+$98.0K2026-10-08
Tactive Advisors, LLC
DECREASED20,73120,758-270%$2.9M$2.9M+$94.4K2026-10-08
Sprinkle Financial Consultants LLC
DECREASED20,64020,651-110%$2.8M$2.9M+$96.0K2026-10-09
Greenspring Advisors, LLC
INCREASED20,55210,501+10,051+96%$1.4M$2.9M+$1.5M2026-11-05
Hicks Capital Management LLC
UNCHANGED20,24420,24400%$2.8M$2.8M$02026-10-20
Pinnacle Financial Group, LLC / IL
UNCHANGED20,21020,21000%$2.8M$2.9M+$95.6K2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED20,07120,728-657-3%$2.9M$2.9M+$4.6K2026-10-23
Crusonia Wealth Advisors LLC
DECREASED19,99921,684-1,685-8%$3.0M$2.8M-$137.2K2026-10-26
First Citizens Financial Corp
DECREASED19,92020,621-701-3%$2.8M$2.8M-$2.2K2026-10-02
Cornell Pochily Investment Advisors, Inc.
DECREASED19,90919,914-50%$2.7M$2.8M+$93.5K2026-10-19
Aegis Wealth Management, Inc.
INCREASED19,74217,963+1,779+10%$2.5M$2.8M+$338.0K2026-10-26
Marietta Wealth Management, LLC
UNCHANGED19,74219,74200%$2.7M$2.8M+$84.7K2026-10-22
ETF Portfolio Partners, Inc.
DECREASED19,48819,976-488-2%$2.7M$2.8M+$25.1K2026-10-22
Prosperity Planning, Inc.
DECREASED19,45219,803-351-2%$2.7M$2.8M+$43.7K2026-10-09
Krilogy Financial LLC
INCREASED19,42512,976+6,449+50%$1.8M$2.8M+$1.0M2026-10-13
Raleigh Capital Management Inc.
INCREASED18,94118,333+608+3%$2.5M$2.7M+$173.1K2026-10-28
Parkway Wealth Management Group, LLC
INCREASED18,91315,737+3,176+20%$2.2M$2.7M+$526.3K2026-10-20
Lloyd Advisory Services, Llc.
INCREASED18,81313,660+5,153+38%$1.9M$2.7M+$797.7K2026-11-02
Hanson & Doremus Investment Management
UNCHANGED18,64418,64400%$2.6M$2.7K-$2.6M2026-10-16
MBA Advisors LLC
INCREASED18,64118,525+116+1%$2.5M$2.7M+$104.1K2026-10-29
Whitcomb & Hess, Inc.
DECREASED18,59718,711-114-1%$2.6M$2.6M+$72.3K2026-10-07
Lighthouse Financial LLC
DECREASED18,58023,214-4,634-20%$3.2M$2.6M-$549.4K2026-10-23
Friday Financial
INCREASED18,35512,042+6,313+52%$1.6M$2.6M+$977.7K2026-10-09
Cornerstone Wealth Management, LLC
DECREASED18,28118,502-221-1%$2.5M$2.6M+$56.1K2026-11-04
Financial Solutions Advisory Group, Inc.
INCREASED18,20617,321+885+5%$2.4M$2.5M+$143.0K2026-10-28
Beacon Advisors Holdings, LLC
DECREASED18,19318,307-114-1%$2.5M$2.6M+$70.4K2026-10-27
Madrona Financial Services, LLC
DECREASED18,11920,105-1,986-10%$2.8M$2.6M-$187.4K2026-10-23
Bailard, Inc.
DECREASED18,09218,562-470-3%$2.6M$2.6M+$20.9K2026-10-13
Caliber Wealth Management, LLC / KS
INCREASED17,99617,220+776+5%$2.4M$2.6M+$191.8K2026-11-04
Sanchez Gaunt Capital Management, LLC
DECREASED17,99518,004-90%$2.5M$2.6M+$83.9K2026-11-03
Bensler, LLC
INCREASED17,97917,970+9+0%$2.5M$2.6M+$86.3K2026-11-05
Hopwood Financial Services, Inc.
UNCHANGED17,91317,91300%$2.5M$2.5M+$84.7K2026-10-29
SBK Financial, Inc.
UNCHANGED17,63517,63500%$2.4M$2.5M+$83.4K2026-11-02
Allstreet Capital Advisors LLC
DECREASED17,43817,650-212-1%$2.4M$2.5M+$53.2K2026-11-04
Latitude Advisors, LLC
INCREASED17,38114,917+2,464+17%$2.1M$2.5M+$421.1K2026-10-27
Marino, Stram & Associates LLC
DECREASED17,33417,371-370%$2.4M$2.5M+$76.9K2026-10-22
Klaas Financial Asset Advisors, LLC
DECREASED17,28518,001-716-4%$2.5M$2.5M-$16.7K2026-10-19
Investment Management Corp
INCREASED17,21117,203+8+0%$2.4M$2.4M+$82.5K2026-11-03
AWM Capital, LLC
DECREASED17,11917,136-170%$2.4M$2.4M+$78.7K2026-10-16
Next Level Private LLC
INCREASED17,06116,968+93+1%$2.3M$2.4M+$93.5K2026-10-20
Ullmann Wealth Partners Group, LLC
DECREASED16,95917,059-100-1%$2.3M$2.4M+$66.5K2026-11-02
Syntegra Private Wealth Group, LLC
INCREASED16,75716,669+88+1%$2.3M$2.4M+$91.3K2026-10-13
Venture Visionary Partners LLC
INCREASED16,48716,300+187+1%$2.2M$2.3M+$103.7K2026-10-07
Crestwood Advisors Group, LLC
DECREASED16,45716,655-198-1%$2.3M$2.3M+$50.6K2026-10-27
Redw Wealth LLC
UNCHANGED16,45316,45300%$2.3M$2.3M+$77.8K2026-11-02
Dominguez Wealth Management Solutions, Inc.
DECREASED16,43616,462-260%$2.3M$2.3M+$74.1K2026-10-07
KPP Advisory Services LLC
DECREASED16,33617,954-1,618-9%$2.5M$2.3M-$145.3K2026-10-26
Tritonpoint Wealth, LLC
UNCHANGED16,29316,29300%$2.2M$2.3M+$77.1K2026-10-19
First Command Advisory Services, Inc.
INCREASED16,2689,564+6,704+70%$1.3M$2.3M+$998.9K2026-11-05
Gilliland Jeter Wealth Management LLC
INCREASED16,24914,231+2,018+14%$2.0M$2.3M+$354.3K2026-10-28
Market Street Wealth Management Advisors LLC
DECREASED16,20916,305-96-1%$2.2M$2.3M+$63.5K2026-10-09
Eclectic Associates Inc
DECREASED15,99419,275-3,281-17%$2.7M$2.3M-$375.6K2026-10-09
HUB Investment Partners, LLC
INCREASED15,98815,610+378+2%$2.1M$2.3M+$127.5K2026-11-03
Sendero Wealth Management, LLC
INCREASED15,87415,872+2+0%$2.2M$2.3M+$75.3K2026-10-14
Finley Financial, LLC
DECREASED15,87016,220-350-2%$2.2M$2.3M+$31.2K2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED15,77515,773+2+0%$2.2M$2.2M+$74.9K2026-10-13
Verity Asset Management, Inc.
DECREASED15,73015,955-225-1%$2.2M$2.2M+$44.0K2026-10-30
Orgel Wealth Management, LLC
INCREASED15,59014,710+880+6%$2.0M$2.2M+$194.8K2026-10-14
Legacy Advisors, LLC
UNCHANGED15,55215,55200%$2.1M$2.2M+$73.6K2026-10-19
LongView Wealth Management
INCREASED15,44815,325+123+1%$2.1M$2.2M+$90.0K2026-10-19
Essex Bank
DECREASED15,40215,958-556-3%$2.2M$2.2M-$3.6K2026-10-16
Focused Alpha, LLC
DECREASED15,34717,464-2,117-12%$2.4M$2.2M-$218.6K2026-10-20
Eagle Strategies LLC
DECREASED15,34016,377-1,037-6%$2.3M$2.2M-$70.1K2026-10-16
Hilton Head Capital Partners, LLC
DECREASED15,33316,736-1,403-8%$2.3M$2.2M-$120.4K2026-10-23
Helium Advisors LLC
DECREASED15,30015,448-148-1%$2.1M$2.2M+$52.1K2026-10-23
Signaturefd, LLC
DECREASED15,28515,835-550-3%$2.2M$2.2M-$3.3K2026-10-23
Grey Ledge Advisors, LLC
INCREASED15,27115,089+182+1%$2.1M$2.2M+$97.2K2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED15,27015,27000%$2.1M$2.2M+$72.2K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED15,17712,457+2,720+22%$1.7M$2.2M+$445.9K2026-10-13
Towerpoint Wealth, LLC
DECREASED15,13015,353-223-1%$2.1M$2.2M+$40.8K2026-10-13
Aspire Private Capital, LLC
DECREASED15,06815,287-219-1%$2.1M$2.1M+$41.2K2026-11-05
Integrated Wealth Management
DECREASED14,91315,250-337-2%$2.1M$2.1M+$24.2K2026-10-19
Burkett Financial Services, LLC
DECREASED14,90215,093-191-1%$2.1M$2.1M+$44.2K2026-10-01
Manchester Capital Management LLC
UNCHANGED14,55414,55400%$2.0M$2.1M+$68.8K2026-10-22
Gemmer Asset Management LLC
DECREASED14,41114,635-224-2%$2.0M$2.1M+$37.4K2026-10-16
Asset Management One Co., Ltd.
DECREASED14,40023,700-9,300-39%$3.3M$2.0M-$1.2M2026-10-27
Silver Grove Financial Group, Inc.
INCREASED14,22214,127+95+1%$1.9M$2.0M+$80.3K2026-11-05
Inspirion Wealth Advisors, LLC
UNCHANGED14,14114,14100%$1.9M$2.0M+$76.1K2026-10-09
Central Trust Co
INCREASED14,13714,077+60+0%$1.9M$2.0M+$75.1K2026-11-05
Leslie Global Wealth, LLC
INCREASED14,1096,576+7,533+115%$904.4K$2.0M+$1.1M2026-10-26
Versant Capital Management, Inc
UNCHANGED14,03814,03800%$1.9M$2.0M+$66.4K2026-10-02
Progressive Investment Management Corp
UNCHANGED14,00014,00000%$1.9M$2.0M+$66.2K2026-10-26
Able Wealth Management LLC
INCREASED13,97813,842+136+1%$1.9M$2.0M+$126.5K2026-10-13
Chapin Davis, Inc.
DECREASED13,97214,115-143-1%$1.9M$2.0M+$46.4K2026-10-09
Confluence Wealth Services, Inc.
UNCHANGED13,95913,95900%$1.9M$2.0M+$66.0K2026-11-05
West Paces Advisors Inc.
DECREASED13,94514,404-459-3%$2.0M$2.0M+$2.8K2026-10-13
Lantern Wealth Advisors, LLC
INCREASED13,92413,344+580+4%$1.8M$2.0M+$145.6K2026-10-22
Semus Wealth Partners LLC
INCREASED13,75112,743+1,008+8%$1.8M$2.0M+$203.7K2026-10-22
Howard Capital Management Group, LLC
DECREASED13,67513,700-250%$1.9M$1.9M+$61.2K2026-10-16
Insight Advisors, LLC/ PA
DECREASED13,50213,527-250%$1.9M$1.9M+$60.6K2026-10-22
Tctc Holdings, LLC
INCREASED13,49913,081+418+3%$1.8M$1.9M+$121.3K2026-11-02
Burke & Herbert Bank & Trust Co
UNCHANGED13,28613,28600%$1.8M$1.9M+$62.8K2026-11-02
Albion Financial Group
DECREASED13,22718,244-5,017-27%$2.5M$1.9M-$627.4K2026-10-21
Chicago Partners Investment Group LLC
INCREASED13,20713,200+7+0%$1.8M$1.8M+$39.1K2026-10-27
Farmers & Merchants Trust Co of Long Beach
DECREASED13,12513,425-300-2%$1.8M$1.9M+$20.8K2026-10-22
Sageworth Trust Co
INCREASED13,09513,000+95+1%$1.8M$1.9M+$75.0K2026-10-30
Quadrant Capital Group LLC
UNCHANGED12,99512,99500%$1.8M$1.9M+$91.4K2026-10-20
Key Capital Management, Inc
INCREASED12,9589,401+3,557+38%$1.3M$1.8M+$550.5K2026-11-03
Weaver Consulting Group
INCREASED12,90811,027+1,881+17%$1.5M$1.8M+$319.7K2026-10-07
Greenwood Gearhart LLC
DECREASED12,84513,080-235-2%$1.8M$1.8M+$28.4K2026-11-02
Hutchens & Kramer Investment Management Group, LLC
DECREASED12,83214,880-2,048-14%$2.0M$1.8M-$221.0K2026-10-16
Veracity Capital LLC
DECREASED12,78012,928-148-1%$1.8M$1.8M+$40.0K2026-10-08
Ulrich Consultants & Investment Group, LLC
NEW12,667—+12,667——$1.8M—2026-10-13
Avantra Family Wealth, Inc.
INCREASED12,65210,699+1,953+18%$1.5M$1.8M+$328.4K2026-10-20
Morton Capital Management LLC
DECREASED12,60712,956-349-3%$1.8M$1.8M+$11.7K2026-10-23
Intesa Sanpaolo Wealth Management
UNCHANGED12,50012,50000%$1.7M$1.8M+$59.1K2026-10-28
New England Private Wealth Advisors LLC
INCREASED12,47312,468+5+0%$1.7M$1.8M+$118.3K2026-10-19
Enclave Advisors LLC
UNCHANGED12,36112,36100%$1.7M$1.8M+$58.5K2026-10-14
Equitable Trust Co
UNCHANGED12,27412,27400%$1.7M$1.7M+$58.1K2026-10-13
Cambridge Capital Management, LLC
DECREASED12,19512,212-170%$1.7M$1.7M+$55.2K2026-10-19
MKT Advisors LLC
UNCHANGED12,06212,06200%$1.6M$1.7M+$96.9K2026-10-20
Signature Equity Partners, LLC
INCREASED12,0132,077+9,936+478%$285.6K$1.7M+$1.4M2026-10-29
Highland Capital Management, LLC
DECREASED11,95612,086-130-1%$1.7M$1.7M+$38.7K2026-10-26
Mainstream Capital Management LLC
INCREASED11,9506,871+5,079+74%$945.0K$1.7M+$755.0K2026-10-23
Cadinha & Co LLC
DECREASED11,91412,258-344-3%$1.7M$1.7M+$9.0K2026-10-22
Ferguson Wellman Capital Management, Inc
UNCHANGED11,88611,88600%$1.6M$1.7M+$56.2K2026-10-05
Canopy Partners, LLC
DECREASED11,87312,036-163-1%$1.7M$1.7M+$33.7K2026-10-28
Tsfg, LLC
DECREASED11,85018,468-6,618-36%$2.5M$1.7K-$2.5M2026-10-23
Axxcess Wealth Management, LLC
INCREASED11,83010,828+1,002+9%$1.5M$1.7M+$193.8K2026-10-21
MMA Asset Management LLC
DECREASED11,74211,761-190%$1.6M$1.7M+$52.9K2026-11-02
Riversedge Advisors, LLC
DECREASED11,60011,871-271-2%$1.6M$1.7M+$17.5K2026-10-09
Bucket List Wealth Management, LLC
DECREASED11,57211,630-580%$1.6M$1.6M+$46.7K2026-10-22
Bison Wealth, LLC
DECREASED11,57011,951-381-3%$1.6M$1.7M+$34.6K2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED11,54811,723-175-1%$1.6M$1.6M+$30.6K2026-10-26
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED11,54811,544+4+0%$1.6M$1.6M+$55.2K2026-10-15
ASL Financial, LLC
INCREASED11,5467,429+4,117+55%$1.0M$1.6M+$620.8K2026-10-15
Arcadia Investment Advisors LLC
DECREASED11,54211,600-580%$1.6M$1.6M+$46.6K2026-10-13
Washington Trust Bank
DECREASED11,44812,074-626-5%$1.7M$1.6M-$31.9K2026-11-03
Greenup Street Wealth Management LLC
DECREASED11,29911,461-162-1%$1.6M$1.6M+$31.2K2026-10-28
Aprio Wealth Management, LLC
DECREASED11,26015,746-4,486-28%$2.2M$1.6M-$563.7K2026-10-28
TCV Trust & Wealth Management, Inc.
DECREASED11,21311,583-370-3%$1.6M$1.6M+$2.2K2026-10-16
Stone Wealth Partners
INCREASED11,1625,595+5,567+100%$770.6K$1.6M+$817.8K2026-11-05
Formidable Asset Management, LLC
DECREASED11,14211,182-400%$1.3M$1.5M+$267.6K2026-11-03
Pinion Investment Advisors, LLC
INCREASED11,1309,915+1,215+12%$1.4M$1.6M+$219.8K2026-11-04
Moss Adams Wealth Advisors LLC
UNCHANGED11,06711,06700%$1.5M$1.6M+$52.3K2026-10-28
C2c Wealth Management, LLC
UNCHANGED11,05211,05200%$1.5M$1.6M+$52.3K2026-10-20
TritonPoint Partners, LLC
DECREASED11,04017,372-6,332-36%$2.4M$1.6M-$818.6K2026-11-05
LexAurum Advisors, LLC
DECREASED11,03611,055-190%$1.5M$1.6M+$49.5K2026-10-19
Summit Financial Strategies, Inc.
DECREASED10,99913,029-2,030-16%$1.8M$1.6M-$227.2K2026-10-14
First National Bank Sioux Falls
UNCHANGED10,96710,96700%$1.4M$1.6M+$172.0K2026-10-13
AdvisorNet Financial, Inc
DECREASED10,95811,366-408-4%$1.6M$1.6M-$9.2K2026-10-15
CFM Wealth Partners LLC
INCREASED10,95110,902+49+0%$1.5M$1.6M+$58.5K2026-11-05
Churchill Financial Advisors, LLC
DECREASED10,94911,159-210-2%$1.5M$1.6M+$22.9K2026-10-20
Sage Mountain Advisors LLC
UNCHANGED10,94910,94900%$1.5M$1.6M+$51.8K2026-11-02
True Private Wealth Advisors
INCREASED10,91710,226+691+7%$1.4M$1.6M+$146.7K2026-10-19
Florida Trust Wealth Management Co
UNCHANGED10,87810,87800%$1.5M$1.5M+$51.5K2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED10,86110,473+388+4%$1.4M$1.5M+$104.7K2026-10-27
Taylor Financial Group, Inc.
UNCHANGED10,85610,85600%$1.5M$1.5M+$51.3K2026-11-02
Eagle Bay Advisors LLC
INCREASED10,8436,289+4,554+72%$864.9K$1.5M+$677.6K2026-10-16
Aurora Private Wealth, Inc.
DECREASED10,80610,953-147-1%$1.5M$1.5K-$1.5M2026-10-20
Cooper Financial Group
DECREASED10,72310,864-141-1%$1.5M$1.5M+$31.3K2026-10-07
MN Wealth Advisors, LLC
INCREASED10,6399,954+685+7%$1.4M$1.5M+$144.6K2026-10-23
Wesbanco Bank Inc
DECREASED10,63311,503-870-8%$1.6M$1.5M-$69.4K2026-11-04
Focused Wealth Management, Inc
INCREASED10,55310,548+5+0%$1.5M$1.5M+$50.6K2026-10-30
Bedminster, LLC
DECREASED10,55110,652-101-1%$1.5M$1.5M+$36.0K2026-11-04
One Way Holdings LLC
INCREASED10,4789,021+1,457+16%$1.2M$1.5M+$249.9K2026-10-29
Pennsylvania Capital Management Inc
UNCHANGED10,35610,35600%$1.4M$1.5M+$49.0K2026-11-05
NorthLanding Financial Partners, LLC
DECREASED10,33310,420-87-1%$1.4M$1.5M+$36.8K2026-10-15
Verum Partners LLC
INCREASED10,27810,272+6+0%$1.4M$1.5M+$49.5K2026-10-21
Saxony Capital Management, LLC
DECREASED10,25411,488-1,234-11%$1.6M$1.5M-$121.3K2026-10-15
Forte Asset Management LLC
UNCHANGED10,25010,25000%$1.4M$1.5M+$48.5K2026-10-13
McHugh Group, LLC
UNCHANGED10,25010,25000%$1.4M$1.5M+$48.5K2026-10-19
Fortress Financial Group, LLC
UNCHANGED10,21510,21500%$1.4M$1.5M+$48.3K2026-10-21
Facet Wealth, Inc.
DECREASED10,18610,830-644-6%$1.5M$1.4M-$40.4K2026-11-04
KFA Private Wealth Group, LLC
UNCHANGED10,18310,18300%$1.4M$1.4M+$48.2K2026-10-07
Balance Wealth Partners LLC
INCREASED10,1759,092+1,083+12%$1.3M$1.4M+$197.1K2026-10-27
Union Savings Bank
UNCHANGED10,17010,17000%$1.4M$1.4M+$48.1K2026-10-14
Ballast Rock Private Wealth LLC
INCREASED10,14610,144+2+0%$1.4M$1.4M+$48.2K2026-10-26
Ramiah Investment Group
DECREASED10,06610,626-560-5%$1.5M$1.4M-$29.4K2026-10-20
Legacy Wealth Partners, LLC
INCREASED10,0519,724+327+3%$1.3M$1.4M+$92.5K2026-10-15
Relyea Zuckerberg Hanson LLC
UNCHANGED9,9969,99600%$1.4M$1.4M+$47.3K2026-10-20
Flagship Private Wealth, LLC
DECREASED9,97811,274-1,296-11%$1.6M$1.4M-$131.0K2026-11-05
Cape Investment Advisory, Inc.
INCREASED9,9747,761+2,213+29%$1.1M$1.4M+$351.6K2026-10-13
One Day In July LLC
DECREASED9,93710,056-119-1%$1.4M$1.4M+$30.7K2026-10-30
TCP Asset Management, LLC
DECREASED9,90310,032-129-1%$1.4M$1.4M+$45.4K2026-10-14
Provenance Wealth Advisors, LLC
DECREASED9,85210,109-257-3%$1.4M$1.4M+$11.3K2026-10-30
Kessler Investment Group, LLC
DECREASED9,84011,148-1,308-12%$1.5M$1.4M-$133.3K2026-10-08
Archford Capital Strategies, LLC
DECREASED9,82210,094-272-3%$1.4M$1.4M+$9.1K2026-10-19
Americana Partners, LLC
INCREASED9,7809,768+12+0%$1.3M$1.4M+$47.9K2026-10-28
Robinson Smith Wealth Advisors LLC
UNCHANGED9,7369,73600%$1.3M$1.4M+$46.1K2026-10-22
Blue Bell Private Wealth Management, LLC
UNCHANGED9,7069,70600%$1.3M$1.4M+$45.9K2026-10-29
Castleview Partners, LLC
INCREASED9,6827,090+2,592+37%$975.1K$1.4M+$402.3K2026-10-09
Flagship Harbor Advisors, LLC
INCREASED9,6819,545+136+1%$1.3M$1.4M+$64.4K2026-10-26
Burns J W & Co Inc
DECREASED9,6559,746-91-1%$1.3M$1.4M+$33.2K2026-10-20
Thrive Wealth Management, LLC
INCREASED9,6279,612+15+0%$1.3M$1.4M+$47.6K2026-10-13
Accredited Investors Inc.
DECREASED9,6229,672-50-1%$1.3M$1.4M+$38.7K2026-11-03
Winthrop Capital Management, LLC
INCREASED9,6119,581+30+0%$1.3M$1.4M+$49.3K2026-11-05
Private Wealth Management Group, LLC
UNCHANGED9,5889,58800%$1.3M$1.4M+$45.4K2026-10-19
Clayton Financial Group LLC
INCREASED9,5839,580+3+0%$1.3M$1.4M+$45.8K2026-10-13
Essential Investment Partners LLC
INCREASED9,5543,450+6,104+177%$474.5K$1.4M+$884.7K2026-10-27
KWB Wealth
UNCHANGED9,5439,54300%$1.3M$1.4M+$45.1K2026-10-16
Crescent Grove Advisors, LLC
DECREASED9,53210,110-578-6%$1.4M$1.4M-$34.4K2026-10-21
J. Safra Sarasin Holding AG
UNCHANGED9,5009,50000%$1.3M$1.4M+$64.0K2026-10-26
First National Trust Co
DECREASED9,49610,192-696-7%$1.4M$1.4M-$50.8K2026-10-28
Gerber Kawasaki Wealth & Investment Management
DECREASED9,4869,845-359-4%$1.4M$1.3M-$4.6K2026-10-29
Evolution Wealth Advisors, LLC
INCREASED9,4629,461+1+0%$1.3M$1.3M+$44.8K2026-11-03
MCF Advisors LLC
INCREASED9,4609,391+69+1%$1.3M$1.3M+$54.2K2026-10-28
LTG Capital LLC
DECREASED9,4159,452-370%$1.3M$1.3M+$39.4K2026-11-04
Oakworth Capital, Inc.
UNCHANGED9,3879,38700%$1.3M$1.3M+$45.7K2026-10-26
IFG Advisors, LLC
UNCHANGED9,3549,35400%$1.3M$1.3M+$44.3K2026-10-15
Berman McAleer LLC
UNCHANGED9,3259,32500%$1.3M$1.3M+$44.1K2026-10-16
Beacon Financial Group
INCREASED9,2529,162+90+1%$1.3M$1.3M+$56.1K2026-10-19
Net Worth Advisory Group
INCREASED9,2188,968+250+3%$1.2M$1.3M+$80.4K2026-10-20
Parkside Financial Bank & Trust
DECREASED9,1639,677-514-5%$1.3M$1.3M-$27.4K2026-10-27
Independence Bank of Kentucky
DECREASED9,1139,142-290%$1.3M$1.3M+$39.1K2026-10-26
Tompkins Financial Corp
INCREASED9,0918,990+101+1%$1.2M$1.3M+$56.9K2026-10-05
Aaron Wealth Advisors LLC
UNCHANGED9,0309,03000%$1.2M$1.3M+$42.7K2026-10-13
Breachway Investments LLC
DECREASED9,0269,288-262-3%$1.3M$1.3M+$6.7K2026-10-19
Montag A & Associates Inc
DECREASED8,9709,258-288-3%$1.3M$1.3M+$2.8K2026-10-29
Neumann Capital Management, LLC
UNCHANGED8,9508,95000%$1.2M$1.3M+$42.3K2026-10-15
Optivise Advisory Services LLC
DECREASED8,9089,367-459-5%$1.3M$1.3M-$21.0K2026-10-19
Sigma Investment Counselors Inc
INCREASED8,8608,822+38+0%$1.2M$1.3M+$47.1K2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED8,82219,460-10,638-55%$2.7M$1.3M-$1.4M2026-10-07
Gibson Capital, LLC
NEW8,811—+8,811——$1.3M—2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED8,8107,434+1,376+19%$1.0M$1.3M+$230.9K2026-11-04
Milestone Asset Management Group, LLC
INCREASED8,6618,621+40+0%$1.2M$1.2M+$46.4K2026-10-20
Founders Financial Securities LLC
INCREASED8,6047,885+719+9%$1.1M$1.2M+$139.6K2026-10-28
Reynders McVeigh Capital Management, LLC
DECREASED8,5528,895-343-4%$1.2M$1.2M-$6.4K2026-10-30
CRA Financial Services, LLC
DECREASED8,5408,549-90%$1.2M$1.2M+$39.2K2026-10-16
Processus Wealth & Capital Management, LLC
UNCHANGED8,5408,54000%$1.2M$1.2M+$40.4K2026-10-16
Sterling Investment Advisors LLC
DECREASED8,5168,550-340%$1.2M$1.2M+$35.7K2026-10-27
CGN Advisors LLC
INCREASED8,4846,313+2,171+34%$868.2K$1.2M+$338.7K2026-10-21
Idaho Trust Co
DECREASED8,48310,699-2,216-21%$1.5M$1.2M-$264.6K2026-11-04
Moody Lynn Lieberson & Walker, LLC
DECREASED8,4789,704-1,226-13%$1.3M$1.2M-$128.5K2026-10-14
Moneco Advisors, LLC
DECREASED8,4779,414-937-10%$1.3M$1.2M-$88.8K2026-11-05
Elevated Capital Advisors, LLC
DECREASED8,4328,610-178-2%$1.2M$1.2M+$15.4K2026-11-04
Grandfield & Dodd, LLC
UNCHANGED8,4308,43000%$1.2M$1.2M+$39.9K2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED8,4098,40900%$1.2M$1.2M+$48.7K2026-10-16
Apollon Financial, LLC
INCREASED8,3858,168+217+3%$1.1M$1.2M+$69.4K2026-10-23
FSM Wealth Advisors, LLC
UNCHANGED8,3848,38400%$1.2M$1.2M+$55.0K2026-10-27
Jnba Financial Advisors
INCREASED8,3737,778+595+8%$1.1M$1.2M+$121.4K2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED8,3327,935+397+5%$1.1M$1.2M+$94.0K2026-11-05
Tarbox Family Office, Inc.
UNCHANGED8,3238,32300%$1.1M$1.2M+$39.4K2026-10-23
Durante & Waters, LLC
UNCHANGED8,3008,30000%$1.1M$1.2M+$39.3K2026-10-28
TL Private Wealth
INCREASED8,2358,228+7+0%$1.1M$1.2M+$71.5K2026-10-13
Goelzer Investment Management, Inc.
DECREASED8,21458,230-50,016-86%$8.0M$1.2M-$6.8M2026-10-16
Curry Webb Wealth Management LLC
UNCHANGED8,1518,15100%$1.1M$1.1M$02026-10-22
RCS Financial Planning, LLC
DECREASED8,1468,837-691-8%$1.2M$1.2M-$56.6K2026-10-14
Vestor Capital, LLC
INCREASED8,121203+7,918+3900%$49$7.7K+$7.7K2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED8,1158,11500%$1.1M$1.2M+$38.4K2026-10-23
Capital Investment Advisors, LLC
DECREASED8,0798,298-219-3%$1.1M$1.1M+$8.1K2026-10-22
Quartz Partners, LLC
INCREASED8,0137,969+44+1%$1.1M$1.1M+$43.9K2026-11-03
Salem Investment Counselors Inc
UNCHANGED7,9807,98000%$1.1M$1.1M+$37.7K2026-10-13
SeaCrest Wealth Management, LLC
DECREASED7,9598,118-159-2%$1.1M$1.1M+$15.8K2026-10-21
Clarity Asset Management, Inc.
DECREASED7,9477,983-360%$1.1M$1.1M+$32.6K2026-10-14
Lockerman Financial Group, Inc.
INCREASED7,8877,152+735+10%$983.6K$1.1M+$138.4K2026-10-19
Iams Wealth Management, LLC
INCREASED7,8857,705+180+2%$1.1M$1.1M+$61.9K2026-10-15
World Equity Group, Inc.
DECREASED7,82914,006-6,177-44%$1.9M$1.1M-$812.9K2026-10-14
KRM Wealth Management L.L.C.
INCREASED7,7797,772+7+0%$1.1M$1.1M+$37.8K2026-11-02
Atticus Wealth Management, LLC
DECREASED7,7177,791-74-1%$1.1M$1.1M+$26.3K2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED7,7157,259+456+6%$998.4K$1.1M+$99.2K2026-10-16
Financial Partners Group, Inc
INCREASED7,6667,664+2+0%$1.1M$1.1M+$36.4K2026-10-19
Fulcrum Equity Management
INCREASED7,6646,807+857+13%$936.1K$1.1M+$154.1K2026-10-21
Victory Financial Group, LLC
NEW7,637—+7,637——$1.1M—2026-10-27
Cornerstone Wealth Group, LLC
DECREASED7,61710,165-2,548-25%$1.4M$1.1M-$314.4K2026-11-02
Welch & Forbes LLC
UNCHANGED7,5897,58900%$1.0M$1.1M+$35.9K2026-11-04
City Holding Co
INCREASED7,5056,657+848+13%$915.5K$1.1M+$152.1K2026-10-19
Chesley Taft & Associates LLC
DECREASED7,4787,521-43-1%$1.0M$1.1M+$29.5K2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED7,4528,007-555-7%$1.1M$1.1M-$41.1K2026-10-16
BAM Wealth Management, LLC
INCREASED7,4436,998+445+6%$962.4K$1.1M+$96.4K2026-10-15
Gerald Baker Financial Group LLC
INCREASED7,4257,420+5+0%$1.0M$1.1M+$35.9K2026-10-09
Blue Capital, Inc.
DECREASED7,3957,413-180%$1.0M$1.1M+$32.5K2026-10-13
NBT Bank, N.A.
INCREASED7,3927,051+341+5%$969.7K$1.1M+$81.9K2026-10-21
Verus Wealth Management, LLC
UNCHANGED7,3687,36800%$1.0M$1.0M+$34.9K2026-10-13
Birch Hill Investment Advisors LLC
UNCHANGED7,3617,36100%$1.0M$1.0M+$34.8K2026-10-16
Arbor Investment Advisors, LLC
UNCHANGED7,3097,30900%$1.0M$1.0M+$34.6K2026-10-26
Buska Wealth Management, LLC
INCREASED7,2987,238+60+1%$995.4K$1.0M+$42.9K2026-10-08
Evergreen Private Wealth LLC
INCREASED7,2686,742+526+8%$927.3K$1.0M+$106.6K2026-10-30
MidAtlantic Capital Management, Inc.
UNCHANGED7,2457,24500%$996.4K$1.0M+$34.3K2026-11-05
Atlatl Advisers LLC
DECREASED7,2097,347-138-2%$1.0M$1.0M+$15.1K2026-10-22
Bank of Stockton
INCREASED7,2097,107+102+1%$977.4K$1.0M+$48.1K2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED7,1977,19700%$989.8K$1.0M+$34.0K2026-10-30
Strategic Family Wealth Counselors, L.L.C.
INCREASED7,1887,096+92+1%$975.9K$1.0M+$46.6K2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED7,1457,142+3+0%$982.3K$1.0M+$34.2K2026-10-05
Trust Co of the South
DECREASED7,1227,163-41-1%$985.1K$1.0M+$28.0K2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED7,0877,080+7+0%$973.8K$1.0M+$34.4K2026-10-19
Norden Group LLC
INCREASED7,0766,950+126+2%$955.9K$1.0M+$50.7K2026-10-20
QTR Family Wealth, LLC
DECREASED7,0367,116-80-1%$978.6K$1.0M+$22.3K2026-11-02
Riverbend Wealth Management, LLC
INCREASED7,0252,574+4,451+173%$354.0K$999.4K+$645.4K2026-10-15
HCR Wealth Advisors
DECREASED6,9396,976-37-1%$959.4K$987.1K+$27.7K2026-10-15
Single Point Partners, LLC
DECREASED6,9327,121-189-3%$979.4K$986.1K+$6.8K2026-10-19
Middleton & Co Inc
DECREASED6,9157,380-465-6%$1.0M$983.7K-$31.2K2026-10-23
Councilor Wealth, LLC
DECREASED6,8297,076-247-3%$973.2K$971.5K-$1.7K2026-10-09
Bank of New Hampshire
UNCHANGED6,7896,78900%$933.7K$965.8K+$32.1K2026-10-06
Oxler Private Wealth LLC
INCREASED6,7736,769+4+0%$930.9K$963.6K+$32.7K2026-10-21
Evolution Wealth Management Inc.
DECREASED6,7376,892-155-2%$947.9K$958.4K+$10.5K2026-10-28
Watershed Private Wealth LLC
DECREASED6,7137,002-289-4%$963.0K$955.0K-$8.0K2026-10-30
Affinity Capital Advisors, LLC
UNCHANGED6,6976,69700%$918.3K$972.6K+$54.4K2026-10-13
Blankinship & Foster, LLC
DECREASED6,6837,051-368-5%$969.8K$950.8K-$19.0K2026-10-19
Sentinel Advisory Group, LLC
INCREASED6,6796,422+257+4%$883.2K$950.2K+$66.9K2026-10-20
Meridian Wealth Management, LLC
UNCHANGED6,6066,60600%$908.5K$939.8K+$31.3K2026-11-05
Aureum Wealth Management, LLC
UNCHANGED6,5996,59900%$907.6K$938.8K+$31.2K2026-10-15
Opal Wealth Advisors, LLC
DECREASED6,5816,629-48-1%$911.7K$936.2K+$24.5K2026-10-16
GEN Financial Management, Inc.
UNCHANGED6,5536,55300%$901.2K$932.2K+$31.0K2026-10-13
CWA Asset Management Group, LLC
INCREASED6,5436,407+136+2%$881.2K$930.9K+$49.7K2026-10-19
Everhart Financial Group, Inc.
INCREASED6,5276,431+96+1%$884.5K$928.5K+$44.1K2026-10-08
Elevation Wealth Management LLC
DECREASED6,4496,586-137-2%$905.8K$917.5K+$11.7K2026-11-02
Tenet Wealth Partners, LLC
DECREASED6,4406,492-52-1%$859.1K$916.2K+$57.1K2026-10-19
United Community Bank
UNCHANGED6,4376,43700%$885.3K$915.7K+$30.4K2026-10-28
Woodmont Investment Counsel LLC
UNCHANGED6,4136,41300%$882.0K$912.3K+$30.3K2026-10-29
Wallington Asset Management, LLC
DECREASED6,4106,630-220-3%$911.8K$911.9K+$632026-11-04
Park National Corp
DECREASED6,3886,420-320%$882.9K$908.8K+$25.8K2026-10-05
4J Wealth Management LLC
DECREASED6,3618,061-1,700-21%$1.1M$904.9K-$203.7K2026-11-02
Certuity, LLC
UNCHANGED6,3606,36000%$874.7K$904.8K+$30.1K2026-11-02
Guyasuta Investment Advisors Inc
UNCHANGED6,3246,32400%$869.7K$899.6K+$29.9K2026-10-15
Claro Advisors Inc.
DECREASED6,3196,326-70%$870.1K$899.0K+$28.9K2026-11-02
tru Independence LLC
INCREASED6,2846,281+3+0%$863.8K$893.9K+$30.1K2026-10-20
RMG Wealth Management LLC
UNCHANGED6,2756,27500%$887.9K$861.1K-$26.8K2026-10-26
Midwest Capital Advisors, LLC
UNCHANGED6,2486,24800%$859.3K$888.9K+$29.6K2026-11-04
Able Financial Group, LLC
UNCHANGED6,2476,24700%$859.2K$888.7K+$29.5K2026-10-14
Midwest Financial Network, LLC
INCREASED6,2345,428+806+15%$746.5K$886.9K+$140.3K2026-10-13
Moneywise, Inc.
DECREASED6,2149,627-3,413-35%$1.3M$884.1K-$439.9K2026-10-30
Intergy Private Wealth, LLC
UNCHANGED6,1216,12100%$841.8K$870.8K+$29.0K2026-10-16
Amplius Wealth Advisors, LLC
INCREASED6,1124,948+1,164+24%$680.5K$869.5K+$189.0K2026-10-20
Clark Wealth Partners
DECREASED6,1056,143-38-1%$844.8K$868.5K+$23.7K2026-10-19
Balboa Wealth Partners
DECREASED6,0808,199-2,119-26%$1.1M$864.9K-$262.7K2026-10-20
SkyOak Wealth, LLC
DECREASED6,0726,102-300%$839.2K$863.8K+$24.6K2026-10-28
Pinkerton Wealth, LLC
DECREASED6,07026,326-20,256-77%$3.0M$863.5K-$2.1M2026-10-29
HMS Capital Management, LLC
UNCHANGED6,0246,02400%$828.5K$857.0K+$28.5K2026-10-20
Rinkey Investments
UNCHANGED6,0226,02200%$828.2K$856.7K+$28.5K2026-10-28
Bluesphere Advisors LLC
UNCHANGED5,9525,95200%$818.6K$846.7K+$28.2K2026-10-19
Worth Financial Advisory Group, LLC
DECREASED5,9095,991-82-1%$824.0K$840.6K+$16.7K2026-10-19
Oppenheimer Asset Management Inc.
INCREASED5,9075,417+490+9%$745.0K$840.3K+$95.3K2026-10-27
Old Port Advisors
DECREASED5,8836,771-888-13%$931.3K$836.9K-$94.3K2026-10-23
Raab & Moskowitz Asset Management LLC
INCREASED5,8164,588+1,228+27%$630.9K$827.3K+$196.4K2026-11-02
Pacific Excel Wealth Advisors, Inc.
INCREASED5,7863,288+2,498+76%$452.2K$822.6K+$370.4K2026-10-27
Bare Financial Services, Inc
UNCHANGED5,7855,78500%$795.6K$823.0K+$27.4K2026-11-04
Strategy Asset Managers LLC
INCREASED5,7835,262+521+10%$723.7K$822.8K+$99.1K2026-10-14
Lifestyle Asset Management, Inc.
INCREASED5,7785,459+319+6%$750.8K$822.0K+$71.2K2026-10-20
Investors Research Corp
INCREASED5,7525,414+338+6%$744.6K$818.3K+$73.7K2026-10-07
Spinnaker Investment Group, LLC
INCREASED5,7395,618+121+2%$772.6K$816.5K+$43.8K2026-10-13
Welch Group, LLC
INCREASED5,7275,668+59+1%$779.5K$814.7K+$35.2K2026-10-29
Kestra Investment Management, LLC
DECREASED5,71412,700-6,986-55%$1.7M$812.9K-$933.6K2026-11-04
Burk Holdings LLC
INCREASED5,701107+5,594+5228%$14.7K$811.0K+$796.3K2026-11-05
SwitchPoint Financial Planning, LLC
INCREASED5,6994,656+1,043+22%$640.3K$810.7K+$170.4K2026-11-02
Garde Capital, Inc.
UNCHANGED5,6325,63200%$774.6K$801.2K+$26.6K2026-10-29
CWS Financial Advisors, LLC
INCREASED5,6145,612+2+0%$771.8K$798.6K+$26.8K2026-10-16
First Nebraska Trust Co
DECREASED5,6085,812-204-4%$799.3K$797.8K-$1.5K2026-10-30
Capital Squared Financial LLC
INCREASED5,5894,672+917+20%$642.5K$795.1K+$152.6K2026-10-30
Altfest L J & Co Inc
UNCHANGED5,5665,56600%$765.5K$791.8K+$26.3K2026-10-27
Timonier Family Office, Ltd.
UNCHANGED5,5365,53600%$761.4K$787.6K+$26.2K2026-11-03
Coyle Financial Counsel LLC
INCREASED5,5183,751+1,767+47%$515.9K$785.0K+$269.1K2026-10-28
PUREfi Wealth, LLC
DECREASED5,4955,561-66-1%$764.8K$781.7K+$16.9K2026-10-19
Colton Groome Financial Advisors, LLC
UNCHANGED5,4935,49300%$755.5K$781.4K+$26.0K2026-10-06
Quadcap Wealth Management, LLC
DECREASED5,4385,546-108-2%$762.7K$773.6K+$10.9K2026-11-02
Dynamic Financial Group
INCREASED5,3945,392+2+0%$741.6K$767.4K+$25.8K2026-10-28
Brandywine OAK Private Wealth LLC
UNCHANGED5,3855,38500%$740.6K$766.1K+$25.5K2026-10-23
River Street Advisors LLC
UNCHANGED5,3775,37700%$739.5K$764.9K+$25.4K2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED5,3525,35200%$736.1K$761.4K+$25.3K2026-10-21
Principle Wealth Partners LLC
UNCHANGED5,3195,31900%$731.5K$756.7K+$25.2K2026-11-02
Foguth Wealth Management, Llc.
DECREASED5,2825,511-229-4%$742.2K$733.8K-$8.4K2026-10-19
Diversified Enterprises, LLC
DECREASED5,2625,603-341-6%$770.5K$748.5K-$22.0K2026-10-19
Palisade Asset Management, LLC
UNCHANGED5,2345,23400%$719.9K$744.6K+$24.8K2026-11-03
KRS Capital Management, LLC
UNCHANGED5,2225,22200%$718.2K$742.9K+$24.7K2026-10-16
Tucker Asset Management LLC
INCREASED5,2204,703+517+11%$646.9K$742.6K+$95.7K2026-10-29
Oak Harvest Investment Services
INCREASED5,1715,168+3+0%$710.8K$735.6K+$24.8K2026-10-20
Howard Financial Services, Ltd.
INCREASED5,1695,166+3+0%$710.4K$735.4K+$24.9K2026-10-15
Renasant Bank
DECREASED5,16110,202-5,041-49%$1.4M$734.2K-$668.9K2026-11-05
Titleist Asset Management, LLC
NEW5,152—+5,152——$732.9K—2026-10-08
Curtis Advisory Group, LLC
UNCHANGED5,1395,13900%$706.8K$731.1K+$24.3K2026-10-28
Parthenon LLC
UNCHANGED5,1365,13600%$706.4K$730.6K+$24.3K2026-10-22
Smith Chas P & Associates PA Cpas
DECREASED5,1285,363-235-4%$737.6K$712.5K-$25.1K2026-10-22
Courage Miller Partners, LLC
DECREASED5,1155,118-30%$703.9K$727.7K+$23.8K2026-10-21
Segment Wealth Management, LLC
UNCHANGED5,0965,09600%$700.9K$725.0K+$24.1K2026-10-26
Trust Co of Toledo NA
UNCHANGED5,0815,08100%$698.8K$722.8K+$24.0K2026-10-16
Prairie Advisory, LLC
INCREASED5,0742,537+2,537+100%$348.9K$721.8K+$372.9K2026-10-19
Laurel Wealth Advisors LLC
INCREASED5,0725,067+5+0%$696.8K$721.5K+$24.7K2026-10-27
Brown Miller Wealth Management, LLC
NEW5,068—+5,068——$720.9K—2026-11-02
Integrated Capital Management, LLC
INCREASED5,0645,061+3+0%$696.0K$720.4K+$24.3K2026-10-23
Objective Capital Management, LLC
UNCHANGED5,0535,05300%$694.9K$718.9K+$23.9K2026-10-13
Mengis Capital Management, Inc.
INCREASED5,0524,610+442+10%$634.2K$718.7K+$84.5K2026-10-13
Valpey Financial Services, LLC
DECREASED5,0425,212-170-3%$716.9K$717.3K+$4232026-10-30
Fulton Bank, N.A.
DECREASED5,0015,103-102-2%$701.8K$711.4K+$9.6K2026-10-14
Tennessee Valley Asset Management Partners
DECREASED4,9915,788-797-14%$796.1K$710.0K-$86.1K2026-11-03
Huntleigh Advisors, Inc.
INCREASED4,9844,983+1+0%$685.4K$709.0K+$23.6K2026-11-03
Silverlake Wealth Management LLC
DECREASED4,9115,925-1,014-17%$814.8K$698.7K-$116.2K2026-10-21
First County Bank
INCREASED4,9064,790+116+2%$658.8K$697.9K+$39.2K2026-10-13
Level Wealth Management LLC
INCREASED4,9064,876+30+1%$670.7K$698.0K+$27.3K2026-10-23
True Freedom Investing, LLC
DECREASED4,90126,946-22,045-82%$3.0M$697.2K-$2.4M2026-10-29
Pictet North America Advisors SA
UNCHANGED4,8724,87200%$670.0K$693.1K+$23.0K2026-10-21
Stirlingshire Investments, Inc.
INCREASED4,8584,541+317+7%$624.5K$691.1K+$66.6K2026-11-05
Goldstein Advisors, LLC
INCREASED4,8524,793+59+1%$659.2K$690.2K+$31.1K2026-10-15
Gradient Investments LLC
DECREASED4,8485,443-595-11%$748.6K$689.7K-$58.9K2026-10-08
JGP Wealth Management, LLC
UNCHANGED4,8314,83100%$664.3K$687.2K+$22.8K2026-10-13
Gutierrez Wealth Advisory, LLC
INCREASED4,8244,728+96+2%$650.2K$686.2K+$36.0K2026-11-02
Secure Asset Management, LLC
INCREASED4,8143,941+873+22%$542.1K$684.8K+$142.8K2026-10-19
Good Harbor Advisors, Inc.
INCREASED4,7934,790+3+0%$659.2K$681.9K+$22.7K2026-10-20
Trilogy Capital Inc.
DECREASED4,7585,055-297-6%$695.2K$676.9K-$18.3K2026-10-20
Asset Dedication, LLC
INCREASED4,7444,740+4+0%$651.9K$674.8K+$23.0K2026-11-03
Samalin Investment Counsel, LLC
INCREASED4,7334,729+4+0%$650.4K$673.3K+$22.9K2026-10-23
Fusion Capital, LLC
INCREASED4,7064,397+309+7%$604.8K$669.5K+$64.7K2026-10-28
Enzi Wealth
UNCHANGED4,7064,70600%$648.9K$680.3K+$31.4K2026-10-14
WealthBridge Capital Management, LLC
DECREASED4,7054,729-24-1%$650.4K$669.3K+$19.0K2026-10-16
WT Wealth Management
UNCHANGED4,7044,70400%$646.9K$669.2K+$22.3K2026-10-13
Horizon Wealth Management, LLC
UNCHANGED4,6684,66800%$641.9K$664.1K+$22.2K2026-11-02
Gamma Investing LLC
INCREASED4,6664,294+372+9%$590.6K$663.8K+$73.2K2026-10-08
Capital Investment Advisory Services, LLC
DECREASED4,6544,720-66-1%$649.1K$662.0K+$12.9K2026-10-30
Prism Planning Partners LLC
UNCHANGED4,6384,63800%$637.9K$659.8K+$21.9K2026-10-27
Blackston Financial Advisory Group, LLC
DECREASED4,6274,689-62-1%$644.9K$658.2K+$13.2K2026-11-04
Base Wealth Management LLC
DECREASED4,6184,709-91-2%$647.6K$656.9K+$9.4K2026-10-21
Aspen Investment Management Inc
UNCHANGED4,6104,61000%$634$656.0K+$655.4K2026-11-05
AA Financial Advisors, LLC
INCREASED4,6033,822+781+20%$525.6K$654.9K+$129.3K2026-10-19
Canandaigua National Bank & Trust Co
DECREASED4,5924,887-295-6%$672.1K$653.3K-$18.9K2026-10-07
Stephen J. Garry & Associates, LLC
DECREASED4,5906,690-2,100-31%$920.1K$653.0K-$267.1K2026-11-05
Vicus Capital
DECREASED4,5844,862-278-6%$668.6K$652.1K-$16.6K2026-11-05
Ritholtz Wealth Management
INCREASED4,5793,644+935+26%$501.1K$651.5K+$150.4K2026-11-05
Brown Wealth Management, LLC
UNCHANGED4,5584,55800%$626.9K$648.4K+$21.6K2026-10-20
Indivisible Partners
INCREASED4,5534,496+57+1%$618.3K$647.7K+$29.4K2026-10-26
BOS Asset Management, LLC
UNCHANGED4,5484,54800%$625.5K$647.0K+$21.5K2026-10-09
Laurel OAK Wealth Management, LLC
UNCHANGED4,5394,53900%$624.2K$645.7K+$21.5K2026-10-19
GreatBanc Trust Co
INCREASED4,5004,200+300+7%$577.6K$640.2K+$62.5K2026-11-04
Annex Advisory Services, LLC
INCREASED4,4944,312+182+4%$593.0K$639.3K+$46.3K2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED4,4944,49400%$618.1K$639.3K+$21.3K2026-10-23
Canvas Wealth Advisors, LLC
INCREASED4,4564,401+55+1%$605.3K$615.5K+$10.2K2026-11-02
Beaumont Financial Advisors, LLC
UNCHANGED4,4524,45200%$612.3K$633.3K+$21.1K2026-10-22
Accurate Wealth Management, LLC
DECREASED4,4434,548-105-2%$630.3K$642.3K+$12.0K2026-10-20
Independent Wealth Network Inc.
INCREASED4,4324,327+105+2%$595.0K$630.5K+$35.5K2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED4,4293,837+592+15%$527.7K$630.2K+$102.5K2026-10-16
Presilium Private Wealth, LLC
DECREASED4,4084,496-88-2%$618.3K$627.1K+$8.7K2026-10-26
Curbstone Financial Management Corp
DECREASED4,4004,500-100-2%$618.9K$625.9K+$7.1K2026-10-21
Visionary Wealth Advisors
DECREASED4,3394,344-50%$597.4K$617.3K+$19.9K2026-11-04
Legacy Bridge, LLC
UNCHANGED4,3304,33000%$595.5K$616.0K+$20.5K2026-10-28
Sageworth Trust Co of South Dakota
UNCHANGED4,3304,33000%$595.5K$616.0K+$20.5K2026-10-30
Chilton Capital Management LLC
INCREASED4,321576+3,745+650%$79.2K$614.7K+$535.5K2026-10-28
Verdence Capital Advisors LLC
DECREASED4,3094,528-219-5%$622.8K$613.0K-$9.8K2026-10-26
Rockwood Wealth Management, LLC
DECREASED4,3066,081-1,775-29%$836.3K$612.6K-$223.7K2026-10-27
Grove Bank & Trust
UNCHANGED4,2814,28100%$588.8K$609.0K+$20.2K2026-10-08
Wealth Preservation Advisors, LLC
INCREASED4,2773,688+589+16%$507.2K$608.4K+$101.2K2026-11-05
Truefg, LLC
DECREASED4,2764,435-159-4%$610.0K$608.3K-$1.7K2026-10-15
O'Connor Financial Group LLC
DECREASED4,2344,243-90%$583.5K$602.3K+$18.8K2026-10-26
Root Financial Partners, LLC
DECREASED4,2125,418-1,206-22%$745.1K$599.2K-$145.9K2026-10-21
Rubicon Advisors, GP
DECREASED4,2074,498-291-6%$618.6K$598.5K-$20.0K2026-10-23
Eagle Rock Investment Company, LLC
UNCHANGED4,2004,20000%$577.6K$597.5K+$19.9K2026-10-21
Patten & Patten Inc
UNCHANGED4,1914,19100%$576.4K$596.2K+$19.8K2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED4,1793,978+201+5%$547.1K$594.6K+$47.4K2026-10-22
Gill Capital Partners, LLC
UNCHANGED4,1714,17100%$573.6K$593.4K+$19.7K2026-10-13
Lake Street Private Wealth, LLC
INCREASED4,1704,116+54+1%$566.2K$593.2K+$27.0K2026-10-22
Insight Wealth Strategies, LLC
INCREASED4,1574,153+4+0%$568.5K$591.4K+$22.9K2026-10-09
Hiley Hunt Wealth Management
DECREASED4,1494,170-210%$573.6K$590.2K+$16.7K2026-10-08
Family Office Research LLC
DECREASED4,1354,275-140-3%$587.9K$588.2K+$3042026-10-14
Wagner Wealth Management, Corp
INCREASED4,1074,094+13+0%$563.0K$584.3K+$21.2K2026-10-20
JIM Saulnier & Associates, LLC
INCREASED4,1044,101+3+0%$564.0K$583.9K+$19.9K2026-11-04
Richards, Merrill & Peterson, Inc.
UNCHANGED4,0434,04300%$556.0K$575.2K+$19.1K2026-10-19
Aviance Capital Partners, LLC
UNCHANGED4,0314,03100%$554.4K$573.4K+$19.1K2026-10-29
Summit Wealth Group LLC / Co
INCREASED4,0253,783+242+6%$520.3K$572.6K+$52.3K2026-10-29
Trust Co of Vermont
INCREASED4,0203,940+80+2%$541.9K$571.9K+$30.0K2026-10-21
Unique Wealth, LLC
DECREASED4,0194,679-660-14%$643.5K$571.7K-$71.8K2026-10-16
Financial Synergies Wealth Advisors, Inc.
INCREASED4,0123,853+159+4%$529.8K$570.8K+$41.0K2026-10-16
LaFleur & Godfrey LLC
UNCHANGED4,0054,00500%$550.8K$569.8K+$18.9K2026-10-27
Floyd Financial Group LLC
UNCHANGED3,9863,98600%$549.6K$576.2K+$26.6K2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED3,9843,981+3+0%$547.5K$566.7K+$19.3K2026-10-30
Westover Capital Advisors, LLC
UNCHANGED3,9203,92000%$539.1K$557.7K+$18.5K2026-10-26
15 Wealth Advisors LLC
NEW3,913—+3,913——$556.6K—2026-10-14
TrueWealth Advisors, LLC
DECREASED3,9104,182-272-6%$575.2K$556.2K-$18.9K2026-10-09
Armstrong, Fleming & Moore, Inc
UNCHANGED3,9053,90500%$537.1K$555.5K+$18.5K2026-10-28
Advisor OS, LLC
DECREASED3,8925,616-1,724-31%$772.3K$553.7K-$218.6K2026-11-03
Main Street Group, LTD
INCREASED3,8753,868+7+0%$532.0K$551.2K+$19.2K2026-10-28
Cornerstone Wealth Advisors, Inc.
UNCHANGED3,8643,86400%$531.4K$549.7K+$18.3K2026-10-16
Third View Private Wealth, LLC
INCREASED3,8533,844+9+0%$528.7K$548.2K+$19.5K2026-10-30
Hidden Cove Wealth Management, LLC
UNCHANGED3,8513,85100%$529.6K$547.8K+$18.2K2026-10-19
Kelly Financial Group LLC
DECREASED3,8463,977-131-3%$547.0K$547.1K+$1752026-10-16
Capital Investment Counsel, LLC
DECREASED3,8363,880-44-1%$533.6K$545.7K+$12.1K2026-10-14
Shearwater Capital LLC
UNCHANGED3,8303,83000%$526.7K$544.9K+$18.1K2026-10-13
Oarsman Capital, Inc.
UNCHANGED3,7983,79800%$522.3K$540.3K+$18.0K2026-11-05
Globalt Investments LLC / GA
DECREASED3,7744,154-380-9%$571.3K$536.9K-$34.4K2026-10-27
Holland Advisory Services, Inc.
INCREASED3,7593,755+4+0%$516.4K$534.7K+$18.3K2026-10-26
Larson Financial Group LLC
INCREASED3,7583,482+276+8%$478.9K$534.6K+$55.8K2026-11-05
Veery Capital, LLC
UNCHANGED3,7543,75400%$516.3K$534.0K+$17.8K2026-10-07
Shakespeare Wealth Management, LLC
NEW3,742—+3,742——$532.3K—2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED3,7424,622-880-19%$635.7K$532.3K-$103.3K2026-10-22
Phillips Financial Management, LLC
UNCHANGED3,7393,73900%$514.2K$531.9K+$17.7K2026-10-19
Warm Springs Advisors Inc.
UNCHANGED3,7363,73600%$513.8K$531.5K+$17.7K2026-10-28
Mascagni Wealth Management, Inc.
UNCHANGED3,7253,72500%$512.3K$529.9K+$17.6K2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED3,7053,70500%$509.5K$527.1K+$17.5K2026-10-09
Freedom Day Solutions, LLC
DECREASED3,7033,865-162-4%$531.5K$526.8K-$4.7K2026-10-20
Stone Summit Wealth LLC
DECREASED3,6883,698-100%$508.6K$524.7K+$16.1K2026-10-14
BAR Harbor Wealth Management
DECREASED3,6743,885-211-5%$534.3K$522.7K-$11.6K2026-10-21
Klingman & Associates, LLC
UNCHANGED3,6713,67100%$504.9K$522.2K+$17.4K2026-10-20
Trail Ridge Investment Advisors, LLC
INCREASED3,6603,615+45+1%$497.2K$520.7K+$23.5K2026-10-16
Gibbs Wealth Management
NEW3,648—+3,648——$519.0K—2026-10-22
Cove Private Wealth, LLC
INCREASED3,6393,239+400+12%$445.5K$517.7K+$72.2K2026-10-28
Stewardship Advisors, LLC
INCREASED3,6353,288+347+11%$452.2K$517.1K+$64.9K2026-10-20
Kingdom Financial Group Llc.
DECREASED3,6244,004-380-9%$550.7K$515.5K-$35.2K2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED3,6113,205+406+13%$440.8K$513.7K+$72.9K2026-10-29
Allegheny Financial Group
UNCHANGED3,5723,57200%$491.3K$508.2K+$16.9K2026-11-05
Shira Ridge Wealth Management
INCREASED3,5673,475+92+3%$477.9K$507.4K+$29.5K2026-10-09
Caldwell Trust Co
UNCHANGED3,5503,55000%$488.2K$505.0K+$16.8K2026-10-30
Allen Capital Group, LLC
UNCHANGED3,5473,54700%$487.8K$504.6K+$16.8K2026-10-27
Center For Asset Management LLC
UNCHANGED3,5403,54000%$486.9K$503.7K+$16.8K2026-10-16
Oasis Advisors, LLC
INCREASED3,5393,252+287+9%$447.3K$503.6K+$56.3K2026-10-16
Walled Lake Planning & Wealth Management, LLC
DECREASED3,5353,621-86-2%$498.0K$502.8K+$4.8K2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED3,5283,52800%$485.2K$501.9K+$16.7K2026-10-13
RVW Wealth, LLC
UNCHANGED3,5253,52500%$484.8K$501.5K+$16.7K2026-10-06
Moisand Fitzgerald Tamayo, LLC
DECREASED3,5243,645-121-3%$501.3K$501.3K+$282026-10-15
Financial Insights, Inc.
DECREASED3,5103,526-160%$484.9K$499.3K+$14.4K2026-10-27
Northwest Financial Advisors
INCREASED3,4963,483+13+0%$479.0K$497.4K+$18.3K2026-10-27
McCarley & Cook Financial Planners
UNCHANGED3,4953,49500%$480.7K$497.2K+$16.5K2026-10-21
6th Street Advisors, LLC
UNCHANGED3,4883,48800%$479.7K$496.2K+$16.5K2026-10-14
Newton One Investments LLC
UNCHANGED3,4653,46500%$476.5K$492.9K+$16.4K2026-10-14
FSA Wealth Partners, Inc.
INCREASED3,4533,203+250+8%$440.5K$491.2K+$50.7K2026-10-26
Salus Financial Advisors, LLC
UNCHANGED3,4413,44100%$473.2K$489.5K+$16.3K2026-10-20
Fairman Group, LLC
DECREASED3,4373,857-420-11%$530.5K$489.0K-$41.5K2026-10-26
Centennial Advisors, LLC
INCREASED3,4352,847+588+21%$391.6K$488.6K+$97.0K2026-10-21
Pullen Investment Management, LLC
UNCHANGED3,4283,42800%$471.5K$487.7K+$16.2K2026-10-23
Realta Investment Advisors
INCREASED3,4221,062+2,360+222%$146.0K$486.9K+$340.9K2026-10-14
Summit Financial Wealth Advisors, LLC
UNCHANGED3,4223,42200%$470.6K$486.8K+$16.2K2026-10-15
TKG Advisors, LLC
INCREASED3,3853,282+103+3%$451.4K$481.6K+$30.2K2026-11-02
Colorado Capital Management, Inc.
DECREASED3,37215,041-11,669-78%$2.1K$480-$1.6K2026-10-15
Glass Jacobson Investment Advisors llc
DECREASED3,3353,624-289-8%$498.4K$474.5K-$23.9K2026-10-26
Compass Financial Management LLC
INCREASED3,3313,301+30+1%$465.1K$473.8K+$8.7K2026-10-30
Heritage Family Offices, LLP
INCREASED3,3293,288+41+1%$452.2K$473.6K+$21.4K2026-11-02
True North Advisors, LLC
INCREASED3,3212,394+927+39%$329.2K$472.4K+$143.2K2026-10-22
Town Capital LLC
DECREASED3,3153,378-63-2%$464.6K$471.6K+$7.0K2026-11-03
Stiles Financial Services Inc
UNCHANGED3,3053,30500%$454.6K$470.2K+$15.6K2026-10-30
Cyndeo Wealth Partners, LLC
UNCHANGED3,2793,27900%$451.0K$466.5K+$15.6K2026-10-16
Stonebridge Financial Group, LLC
UNCHANGED3,2623,26200%$448.7K$464.1K+$15.4K2026-10-01
Lanark Financial, Inc.
DECREASED3,2533,428-175-5%$471.5K$462.8K-$8.7K2026-10-26
Montz Harcus Wealth Management LLC
INCREASED3,2493,246+3+0%$446.5K$462.2K+$15.8K2026-10-09
Strategic Equity Management
DECREASED3,2456,199-2,954-48%$852.6K$461.6K-$391.0K2026-11-04
Align Financial, LLC
UNCHANGED3,2373,23700%$445.2K$460.5K+$15.3K2026-10-16
Global Assets Advisory, LLC
INCREASED3,2303,137+93+3%$430.3K$468.7K+$38.4K2026-10-28
Zullo Investment Group, Inc.
INCREASED3,2082,791+417+15%$383.8K$456.4K+$72.5K2026-10-20
Hubbell Strickland Wealth Management, LLC
DECREASED3,2053,282-77-2%$451.3K$455.9K+$4.6K2026-10-29
Paulson Wealth Management Inc.
UNCHANGED3,2003,20000%$440.1K$455.2K+$15.1K2026-11-02
Newman Dignan & Sheerar, Inc.
DECREASED3,1983,762-564-15%$517.4K$454.9K-$62.5K2026-10-21
Old Peak Finance LLC
UNCHANGED3,1723,17200%$436.2K$451.2K+$15.0K2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
INCREASED3,1642,740+424+15%$376.8K$450.1K+$73.3K2026-10-15
Leonard Rickey Investment Advisors P.L.L.C.
UNCHANGED3,1603,16000%$434.6K$449.6K+$14.9K2026-10-29
Sfam, LLC
UNCHANGED3,1103,11000%$427.7K$442.4K+$14.7K2026-11-03
Corundum Trust Company, Inc
UNCHANGED3,1103,11000%$427.7K$442.4K+$14.7K2026-10-29
Financial Council, LLC
INCREASED3,0452,564+481+19%$352.6K$433.2K+$80.6K2026-11-02
Thrive Capital Management, LLC
NEW3,044—+3,044——$433.0K—2026-10-28
TPG Advisors LLC
UNCHANGED3,0443,04400%$418.6K$433.0K+$14.4K2026-10-16
Islay Capital Management, LLC
INCREASED3,0422,554+488+19%$351.3K$432.8K+$81.5K2026-10-20
RMR Wealth Builders
INCREASED3,0192,921+98+3%$401.7K$429.4K+$27.8K2026-10-22
Core Wealth Management, Inc.
UNCHANGED3,0173,01700%$414.9K$429.2K+$14.3K2026-10-22
Steph & Co
UNCHANGED3,0093,00900%$413.8K$428.1K+$14.2K2026-10-07
Cullinan Associates Inc
UNCHANGED3,0043,00400%$413.2K$427.4K+$14.2K2026-11-03
BLB&B Advisors, LLC
DECREASED3,0013,499-498-14%$481.3K$426.9K-$54.4K2026-10-27
OFS Enterprise LLC
UNCHANGED2,9982,99800%$412.3K$426.5K+$14.2K2026-10-16
Roan Capital Partners
DECREASED2,9733,014-41-1%$414.5K$422.9K+$8.4K2026-10-09
Fund Evaluation Group, LLC
NEW2,957—+2,957——$420.7K—2026-11-05
Nicollet Investment Management, Inc.
INCREASED2,9312,240+691+31%$308.0K$417-$307.6K2026-10-14
Stone Loft Wealth Management LLC
INCREASED2,9242,922+2+0%$404.9K$415.9K+$11.0K2026-11-03
Portside Wealth Group, LLC
NEW2,902—+2,902——$412.8K—2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED2,8992,898+1+0%$398.6K$412.4K+$13.8K2026-11-02
G2 Capital Management, LLC / OH
UNCHANGED2,8962,89600%$398.3K$412.0K+$13.7K2026-10-23
Childress Capital Advisors, LLC
UNCHANGED2,8862,88600%$396.9K$410.6K+$13.7K2026-10-28
Richmond Investment Services, LLC
UNCHANGED2,8812,88100%$396.2K$409.9K+$13.7K2026-10-29
Wealthcare Capital Management LLC
DECREASED2,8673,180-313-10%$437.3K$407.9K-$29.5K2026-10-21
Paradigm, Strategies in Wealth Management, LLC
INCREASED2,8502,664+186+7%$366.4K$405.4K+$39.1K2026-10-16
Fairway Wealth LLC
DECREASED2,8383,333-495-15%$458.4K$403.8K-$54.6K2026-10-30
180 Wealth Advisors, LLC
DECREASED2,8193,267-448-14%$449.3K$401.1K-$48.2K2026-11-03
MBL Wealth, LLC
INCREASED2,8081,531+1,277+83%$210.6K$399.4K+$188.9K2026-10-22
Global Wealth Management Investment Advisory, Inc.
INCREASED2,7922,736+56+2%$376.3K$397.2K+$20.9K2026-11-04
Onyx Bridge Wealth Group LLC
DECREASED2,7922,802-100%$385.3K$397.2K+$11.9K2026-10-16
Sagace Wealth Management LLC
UNCHANGED2,7912,79100%$383.8K$397.0K+$13.2K2026-10-28
LJI Wealth Management, LLC
INCREASED2,7882,691+97+4%$370.1K$396.6K+$26.5K2026-10-28
Willner & Heller, LLC
DECREASED2,7863,290-504-15%$452.5K$396.4K-$56.1K2026-10-28
Beacon Hill Wealth Management Ltd.
DECREASED2,7852,818-33-1%$387.6K$396.2K+$8.6K2026-10-21
Cornerstone Planning, LLC
UNCHANGED2,7812,78100%$382.5K$393.6K+$11.1K2026-10-27
SP Asset Management LLC
INCREASED2,7622,760+2+0%$379.6K$393.0K+$13.4K2026-11-05
MRA Advisory Group
INCREASED2,7562,755+1+0%$378.9K$392.1K+$13.3K2026-10-07
M. Kraus & Co
UNCHANGED2,7502,75000%$378.2K$391.2K+$13.0K2026-10-20
Global Financial Private Client, LLC
UNCHANGED2,7422,74200%$377.1K$390.1K+$13.0K2026-10-15
NovaPoint Capital, LLC
UNCHANGED2,7402,74000%$376.8K$389.8K+$13.0K2026-10-22
Kennicott Capital Management LLC
UNCHANGED2,7242,72400%$374.6K$387.5K+$12.9K2026-10-16
Guardian Financial Partners, LLC
INCREASED2,7222,721+1+0%$374.3K$387.3K+$13.0K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED2,7202,787-67-2%$383.3K$386.9K+$3.7K2026-10-27
WoodTrust Financial Corp
INCREASED2,6852,550+135+5%$351.0K$382-$350.6K2026-10-09
Brady Martz Wealth Solutions, LLC
INCREASED2,6742,672+2+0%$367.5K$380.4K+$12.9K2026-11-05
BancFirst Trust & Investment Management
UNCHANGED2,6592,65900%$360.6K$378.5K+$17.9K2026-10-30
Genesee Capital Advisors, LLC
INCREASED2,6542,652+2+0%$364.7K$377.6K+$12.9K2026-10-20
Cypress Capital Group
UNCHANGED2,6502,65000%$364.5K$377.0K+$12.5K2026-11-03
Etesian Wealth Advisors, Inc.
UNCHANGED2,6402,64000%$363.1K$375.6K+$12.5K2026-10-27
Midwest Heritage Bank, FSB
UNCHANGED2,6372,63700%$362.7K$375.2K+$12.5K2026-10-26
United Asset Strategies, Inc.
UNCHANGED2,6232,62300%$360.7K$373.1K+$12.4K2026-10-28
Gordian Advisors LLC
UNCHANGED2,6162,61600%$359.8K$372.2K+$12.4K2026-10-30
Advisory Solutions Group, LLC
DECREASED2,6143,762-1,148-31%$517.4K$371.9K-$145.5K2026-10-14
Old Second National Bank of Aurora
DECREASED2,6134,151-1,538-37%$570.9K$371.7K-$199.2K2026-10-22
Great Lakes Retirement, Inc.
DECREASED2,6062,647-41-2%$363.9K$370.7K+$6.7K2026-10-26
Redwood Financial Network Corp
INCREASED2,6022,010+592+29%$276.4K$370.2K+$93.8K2026-11-03
Argos Wealth Advisors, LLC
UNCHANGED2,5952,59500%$356.9K$369.2K+$12.3K2026-11-02
Cambridge Financial Group, LLC
UNCHANGED2,5912,59100%$356.3K$356.3K$02026-10-06
Legacy Financial Strategies, LLC
INCREASED2,5902,401+189+8%$330.2K$368.4K+$38.2K2026-10-15
Clearwave Capital, LLC
INCREASED2,5772,574+3+0%$354.0K$366.6K+$12.5K2026-10-27
Cdkv Holdings LLC
INCREASED2,5751,375+1,200+87%$189.1K$366.3K+$177.2K2026-10-28
Investment Partners Asset Management, Inc.
UNCHANGED2,5722,57200%$353.7K$365.9K+$12.2K2026-10-09
Regatta Capital Group, LLC
UNCHANGED2,5642,56400%$352.6K$364.8K+$12.1K2026-10-23
Parsons Capital Management Inc
DECREASED2,5632,611-48-2%$359.1K$364.6K+$5.5K2026-10-28
Harbor Group, Inc.
DECREASED2,5602,575-15-1%$354.1K$364.2K+$10.0K2026-10-14
Davidson Trust Co
UNCHANGED2,5562,55600%$351.5K$363.6K+$12.1K2026-10-09
Hurlow Wealth Management Group, Inc.
DECREASED2,5522,562-100%$352.4K$363.0K+$10.7K2026-10-29
Mascoma Wealth Management LLC
DECREASED2,5492,619-70-3%$360.2K$362.6K+$2.4K2026-10-23
First Affirmative Financial Network
NEW2,538—+2,538——$361.0K—2026-10-21
Cypress Capital, LLC
NEW2,512—+2,512——$357.4K—2026-10-20
Vestia Personal Wealth Advisors
UNCHANGED2,5002,50000%$343.8K$355.7K+$11.8K2026-10-20
KCM Investment Advisors LLC
NEW2,482—+2,482——$353.1K—2026-10-27
Clientfirst Wealth Management, LLC
UNCHANGED2,4722,47200%$340.0K$351.7K+$11.7K2026-11-04
S&A Financial Services, Inc.
UNCHANGED2,4592,45900%$338.2K$349.8K+$11.7K2026-11-03
WealthCare Investment Partners, LLC
INCREASED2,4572,435+22+1%$334.9K$349.6K+$14.7K2026-11-05
Curated Wealth Partners LLC
UNCHANGED2,4352,43500%$334.9K$346.4K+$11.5K2026-10-15
Professional Financial Advisors, LLC
UNCHANGED2,4332,43300%$334.6K$346.1K+$11.5K2026-10-13
Platform Technology Partners
UNCHANGED2,4312,43100%$334.3K$345.8K+$11.5K2026-11-02
Avaii Wealth Management, LLC
INCREASED2,4232,422+1+0%$333.1K$348.7K+$15.6K2026-10-09
Duncker Streett & Co Inc
INCREASED2,4172,416+1+0%$332.3K$343.9K+$11.6K2026-10-27
Columbus Macro, LLC
UNCHANGED2,4122,41200%$331.7K$343.1K+$11.4K2026-10-14
Montchanin Asset Management, LLC
UNCHANGED2,4002,40000%$330.0K$341-$329.7K2026-11-02
Bdfs Capital LLC
DECREASED2,3892,462-73-3%$338.6K$339.8K+$1.2K2026-10-14
Leelyn Smith, LLC
NEW2,383—+2,383——$339.0K—2026-11-03
Wingate Wealth Advisors, Inc.
INCREASED2,3822,371+11+0%$326.1K$338.9K+$12.8K2026-10-26
Chemistry Wealth Management LLC
DECREASED2,3722,501-129-5%$344.0K$337.4K-$6.5K2026-10-16
Bangor Savings Bank
UNCHANGED2,3672,36700%$325.5K$336.7K+$11.2K2026-10-06
Maple Capital Management, Inc.
INCREASED2,3532,129+224+11%$292.8K$334.7K+$41.9K2026-11-02
Sage Financial Group Inc
DECREASED2,3494,886-2,537-52%$671.9K$334.2K-$337.7K2026-10-27
Capital Management Associates, Inc
INCREASED2,3332,331+2+0%$320.6K$331.9K+$11.3K2026-10-20
Accredited Investor Services, LLC
UNCHANGED2,3082,30800%$317.4K$328.3K+$10.9K2026-10-22
Burney Co/
UNCHANGED2,3032,30300%$316.8K$327.7K+$10.9K2026-10-15
Wealthstar Advisors, LLC
DECREASED2,3014,646-2,345-50%$639.0K$327.3K-$311.7K2026-10-19
Clarity Capital Advisors, LLC
UNCHANGED2,2962,29600%$315.7K$326.6K+$10.9K2026-10-27
Voisard Asset Management Group, Inc.
UNCHANGED2,2922,29200%$315.2K$326.1K+$10.8K2026-10-13
Owl Creek Wealth Partners LLC
DECREASED2,2892,350-61-3%$323.2K$325.6K+$2.4K2026-10-20
Longview Financial Advisors, Inc.
INCREASED2,2892,287+2+0%$314.6K$325.7K+$11.1K2026-10-09
Allspring Global Investments Holdings, LLC
INCREASED2,2821,334+948+71%$182.6K$325.3K+$142.7K2026-11-04
Optima Capital LLC
DECREASED2,2772,342-65-3%$322.1K$323.9K+$1.8K2026-10-29
Resonant Capital Advisors, LLC
INCREASED2,2772,276+1+0%$313.1K$323.9K+$10.9K2026-10-15
Michels Family Financial, LLC
DECREASED2,2742,344-70-3%$322.3K$323.5K+$1.2K2026-11-02
Crew Capital Management, Ltd
UNCHANGED2,2632,26300%$311.2K$321.9K+$10.7K2026-10-28
SYM Financial Corp
DECREASED2,2592,665-406-15%$366.5K$321.3K-$45.2K2026-10-26
Heffernan Advisory, Inc
NEW2,250—+2,250——$320.1K—2026-10-13
David J Yvars Group
INCREASED2,2492,048+201+10%$281.6K$319.9K+$38.3K2026-10-09
Johnson Financial Group, LLC
UNCHANGED2,2472,24700%$309.0K$319.7K+$10.6K2026-11-03
First Bank & Trust
UNCHANGED2,2132,21300%$304.4K$314.8K+$10.5K2026-10-19
NorthCrest Asset Manangement, LLC
NEW2,211—+2,211——$318.6K—2026-10-13
Bayban
UNCHANGED2,2062,20600%$303.4K$303.4K$02026-11-05
RDA Financial Network
INCREASED2,2032,127+76+4%$292.5K$313.4K+$20.9K2026-10-15
Cordatus Wealth Management LLC
UNCHANGED2,2002,20000%$302.6K$313.0K+$10.4K2026-10-19
JSF Financial, LLC
INCREASED2,1942,193+1+0%$301.7K$312.1K+$10.5K2026-10-22
Shelton Wealth Management, LLC
INCREASED2,1842,183+1+0%$300.2K$310.7K+$10.4K2026-10-16
Ledyard National Bank
DECREASED2,1752,189-14-1%$301.1K$309.4K+$8.4K2026-10-21
Allegiance Financial Group Advisory Services LLC
UNCHANGED2,1732,17300%$298.8K$309.1K+$10.3K2026-11-02
Univest Financial Corp
DECREASED2,1672,435-268-11%$334.9K$308.2K-$26.7K2026-11-05
Portland Financial Advisors Inc
UNCHANGED2,1642,16400%$297.6K$307.9K+$10.2K2026-10-26
Mallini Complete Financial Planning LLC
UNCHANGED2,1642,16400%$297.6K$307.9K+$10.2K2026-10-06
Abound Wealth Management
INCREASED2,1611,808+353+20%$248.7K$307.4K+$58.7K2026-10-26
James J. Burns & Company, LLC
UNCHANGED2,1612,16100%$297.2K$307.4K+$10.2K2026-10-22
Greenwood Capital Associates LLC
UNCHANGED2,1602,16000%$297.1K$307.3K+$10.2K2026-10-27
Biltmore Family Office, LLC
UNCHANGED2,1602,16000%$297.1K$307.3K+$10.2K2026-11-03
Traveka Wealth, LLC
DECREASED2,1582,181-23-1%$300.0K$307.0K+$7.0K2026-10-19
1900 Wealth Management LLC
UNCHANGED2,1572,15700%$296.7K$306.9K+$10.2K2026-10-13
McAdam, LLC
INCREASED2,1382,056+82+4%$282.8K$304.2K+$21.4K2026-10-21
A&I Financial Services, LLC
UNCHANGED2,1372,13700%$293.9K$304.0K+$10.1K2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED2,1332,005+128+6%$275.7K$303.4K+$27.7K2026-11-02
SevenBridge Financial Group, LLC
UNCHANGED2,1282,12800%$302.4K$297.8K-$4.6K2026-10-26
Opinicus Capital, Inc.
INCREASED2,1232,121+2+0%$291.7K$302.0K+$10.3K2026-10-28
Michael Brady & Co., LLC
UNCHANGED2,1192,11900%$291.4K$301.4K+$10.0K2026-10-23
Trinity Wealth Management, LLC
INCREASED2,1161,817+299+16%$249.9K$301.0K+$51.1K2026-10-13
Charles Schwab Trust Co
DECREASED2,1152,635-520-20%$362.4K$300.9K-$61.5K2026-10-15
D'Orazio & Associates, Inc.
INCREASED2,1132,103+10+0%$289.2K$300.6K+$11.4K2026-11-04
Impact Capital Partners LLC
UNCHANGED2,1132,11300%$290.6K$300.6K+$10.0K2026-10-22
Hendershot Investments Inc.
INCREASED2,1071,627+480+30%$223.7K$299.7K+$76.0K2026-11-05
Legacy Private Trust Co.
UNCHANGED2,0882,08800%$287.2K$297.0K+$9.9K2026-10-06
Grey Fox Wealth Advisors, LLC
INCREASED2,0841,627+457+28%$223.7K$296.5K+$72.8K2026-11-03
Guidance Capital, Inc
UNCHANGED2,0772,07700%$283.1K$276.4K-$6.7K2026-11-03
Seros Financial, LLC
DECREASED2,0732,092-19-1%$287.7K$294.9K+$7.2K2026-10-21
Aspen Wealth Management LLC
INCREASED2,0562,054+2+0%$282.4K$292.4K+$10.0K2026-10-14
Kuhn & Co Investment Counsel
UNCHANGED2,0552,05500%$282.6K$292.3K+$9.7K2026-10-29
Western Financial Corp
DECREASED2,0532,069-16-1%$284.6K$292.1K+$7.6K2026-10-14
Orange Investment Advisors, Inc.
DECREASED2,0502,097-47-2%$288.4K$291.6K+$3.2K2026-10-23
Wealth Effects LLC
UNCHANGED2,0462,04600%$281.4K$291.1K+$9.7K2026-10-23
Argentarii, LLC
UNCHANGED2,0442,04400%$287.9K$290.8K+$2.9K2026-10-28
Stage Harbor Financial, LLC
UNCHANGED2,0402,04000%$280.6K$290.3K+$9.7K2026-11-03
Fragasso Financial Advisors Inc
INCREASED2,0272,026+1+0%$278.6K$294.4K+$15.8K2026-10-13
Northeast Investment Management
UNCHANGED2,0042,00400%$275.6K$285.1K+$9.5K2026-10-30
Western Reserve Capital Management, LLC
UNCHANGED2,0002,00000%$275.1K$284.5K+$9.5K2026-10-14
Human Investing LLC
DECREASED1,9992,074-75-4%$285.2K$284.4K-$8602026-10-19
Reap Financial Group, LLC
UNCHANGED1,9921,99200%$274.0K$283.4K+$9.4K2026-11-02
Integris Wealth Management, LLC
UNCHANGED1,9911,99100%$273.8K$283.3K+$9.4K2026-10-14
Braeburn Wealth Management LLC
INCREASED1,9761,747+229+13%$240.3K$281.1K+$40.8K2026-10-15
North Forty Two & Co.
UNCHANGED1,9721,97200%$271.2K$280.5K+$9.3K2026-10-19
Independent Wealth Advisors LLC
INCREASED1,9681,923+45+2%$264.4K$279.9K+$15.5K2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED1,9602,612-652-25%$359.3K$278.9K-$80.4K2026-10-08
Orba Wealth Advisors, L.L.C.
DECREASED1,9542,923-969-33%$402.0K$278.0K-$124.0K2026-10-23
Aire Advisors, LLC
UNCHANGED1,9521,95200%$268.5K$277.7K+$9.2K2026-10-22
Edgemoor Investment Advisors, Inc.
UNCHANGED1,9441,94400%$267.4K$276.6K+$9.2K2026-11-03
Strategic Point Investment Advisors, LLC
DECREASED1,9433,088-1,145-37%$424.7K$276.3K-$148.4K2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED1,9401,94000%$266.8K$276.0K+$9.2K2026-10-16
E&G Advisors, LLC
DECREASED1,9331,940-70%$266.8K$275.0K+$8.2K2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED1,9111,909+2+0%$262.6K$271.8K+$9.2K2026-11-02
Ignite Planners, LLC
INCREASED1,9001,860+40+2%$255.8K$270.3K+$14.5K2026-10-14
Willis Investment Counsel
DECREASED1,8991,929-30-2%$265.3K$270.2K+$4.9K2026-10-20
Fortitude Advisory Group L.L.C.
UNCHANGED1,8981,89800%$261.0K$270.0K+$9.0K2026-10-15
PDS Planning, Inc
INCREASED1,8971,837+60+3%$252.6K$269.9K+$17.2K2026-11-03
Jacksonville Wealth Management, LLC
UNCHANGED1,8901,89000%$259.9K$268.9K+$8.9K2026-10-30
Waldron Private Wealth LLC
DECREASED1,8872,360-473-20%$324.6K$268.4K-$56.1K2026-11-02
Tranquility Partners, LLC
DECREASED1,8872,011-124-6%$277.0K$268.5K-$8.5K2026-10-20
DB Fitzpatrick & Co, Inc
DECREASED1,8811,889-80%$259.8K$267.6K+$7.8K2026-10-19
Premier Path Wealth Partners, LLC
UNCHANGED1,8691,86900%$257.0K$265.9K+$8.8K2026-10-16
Stanich Group LLC
DECREASED1,8681,909-41-2%$262.5K$265.7K+$3.2K2026-10-16
Princeton Global Asset Management LLC
UNCHANGED1,8651,86500%$256.5K$265.3K+$8.8K2026-10-21
Team Financial Group, LLC
INCREASED1,8631,507+356+24%$207.3K$265.1K+$57.8K2026-10-30
First Business Financial Services, Inc.
UNCHANGED1,8631,86300%$256.2K$265.0K+$8.8K2026-10-29
Black Diamond Financial, LLC
DECREASED1,8611,901-40-2%$261.5K$264.8K+$3.3K2026-10-26
Madson Wealth Advisors Inc
DECREASED1,8583,978-2,120-53%$547.0K$264.3K-$282.7K2026-10-13
Washington Trust Advisors, Inc.
UNCHANGED1,8551,85500%$255.1K$263.9K+$8.8K2026-10-22
Acorn Wealth Advisors, LLC
INCREASED1,8491,743+106+6%$239.7K$263.1K+$23.4K2026-10-19
Rockline Wealth Management, LLC
UNCHANGED1,8411,84100%$253.2K$261.9K+$8.7K2026-10-26
Buck Wealth Strategies, LLC
DECREASED1,8301,831-10%$251.8K$260.3K+$8.5K2026-10-28
Solidarity Wealth, LLC
UNCHANGED1,8301,83000%$251.7K$260.3K+$8.7K2026-10-15
Bfsg, LLC
INCREASED1,8281,814+14+1%$249.5K$260.1K+$10.6K2026-10-30
Green Ridge Wealth Planning LLC
UNCHANGED1,8171,81700%$249.9K$258.5K+$8.6K2026-10-08
MinichMacGregor Wealth Management, LLC
UNCHANGED1,8121,81200%$249.2K$257.8K+$8.6K2026-10-14
Strategic Wealth Investment Group, LLC
INCREASED1,8101,686+124+7%$231.9K$257.4K+$25.6K2026-10-29
Kagan Cocozza Asset Management
UNCHANGED1,8081,80800%$248.7K$257.2K+$8.6K2026-10-19
KTF Investments, LLC
UNCHANGED1,8001,80000%$247.6K$256.1K+$8.5K2026-10-23
Covenant Asset Management, LLC
DECREASED1,7801,793-13-1%$246.6K$253.2K+$6.6K2026-10-14
TMB Capital Partners, LLC
INCREASED1,7771,776+1+0%$244.3K$252.7K+$8.4K2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED1,7741,773+1+0%$243.8K$252.4K+$8.6K2026-10-16
Wespac Advisors, LLC
UNCHANGED1,7691,76900%$243.3K$251.7K+$8.4K2026-10-26
Pacific Asset Management, LLC
INCREASED1,7661,765+1+0%$242.7K$251.3K+$8.6K2026-10-15
First Interstate Bank
UNCHANGED1,7591,75900%$241.9K$250.2K+$8.3K2026-10-23
Builder Investment Group Inc
UNCHANGED1,7561,75600%$241.5K$249.8K+$8.3K2026-10-22
Traphagen Investment Advisors LLC
NEW1,755—+1,755——$249.6K—2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED1,7511,735+16+1%$238.7K$249.1K+$10.5K2026-10-09
Pines Wealth Management, LLC
DECREASED1,7451,772-27-2%$243.7K$248.2K+$4.5K2026-10-21
Straight Path Wealth Management
DECREASED1,7342,083-349-17%$286.5K$246.7K-$39.8K2026-10-23
Lynx Investment Advisory
INCREASED1,7321,504+228+15%$206.8K$246.4K+$39.5K2026-10-27
Cora Capital Advisors LLC
UNCHANGED1,7321,73200%$238.2K$246.5K+$8.2K2026-11-02
Compass Financial Group, Inc. (Ohio)
DECREASED1,7302,315-585-25%$318.3K$246.1K-$72.3K2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED1,7261,753-27-2%$241.1K$245.5K+$4.5K2026-10-20
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED1,7211,72100%$236.7K$244.8K+$8.1K2026-10-21
Heritage Wealth Management, Inc.
DECREASED1,7202,881-1,161-40%$396.3K$244.7K-$151.5K2026-10-28
Wealth Forward, LLC
UNCHANGED1,7201,72000%$236.6K$244.7K+$8.1K2026-10-14
Bill Few Associates, Inc.
UNCHANGED1,7201,72000%$236.6K$244.7K+$8.1K2026-10-09
Linscomb Wealth, Inc.
UNCHANGED1,7151,71500%$235.9K$244.0K+$8.1K2026-11-05
King Luther Capital Management Corp
UNCHANGED1,7131,71300%$235.6K$243.7K+$8.1K2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED1,7121,71200%$235.5K$243.5K+$8.1K2026-10-22
SMI Advisory Services, LLC
UNCHANGED1,7081,70800%$234.2K$248.1K+$13.9K2026-10-13
Strata Wealth Advisors, LLC
DECREASED1,7011,706-50%$234.7K$242.0K+$7.4K2026-10-16
Tannin Capital LLC
UNCHANGED1,7011,70100%$233.9K$242.0K+$8.0K2026-11-05
GW Henssler & Associates LTD
INCREASED1,6881,597+91+6%$219.6K$240.1K+$20.5K2026-10-26
Wrenne Financial Planning LLC
UNCHANGED1,6701,67000%$229.7K$237.6K+$7.9K2026-10-30
Foster Victor Wealth Advisors, LLC
DECREASED1,6651,754-89-5%$241.9K$233.5K-$8.4K2026-10-21
Mattern Capital Management, LLC
DECREASED1,6521,673-21-1%$230.1K$235.0K+$4.9K2026-11-02
Geneva Partners, LLC
DECREASED1,6511,664-13-1%$228.8K$234.9K+$6.0K2026-10-26
Columbia Bank
UNCHANGED1,6391,63900%$225.4K$233.2K+$7.8K2026-10-29
Abacus Wealth Partners, LLC
UNCHANGED1,6281,62800%$223.9K$231.6K+$7.7K2026-11-03
Wealth Management Partners, LLC
UNCHANGED1,6271,62700%$223.8K$231.5K+$7.7K2026-10-21
Greenhouse Wealth Management, LLC
UNCHANGED1,6261,62600%$223.6K$231.3K+$7.7K2026-10-20
TrustBank
NEW1,621—+1,621——$230.6K—2026-10-20
ANB Bank
DECREASED1,6121,721-109-6%$236.7K$229.3K-$7.4K2026-10-09
Proathlete Wealth Management LLC
INCREASED1,6071,605+2+0%$220.8K$228.6K+$7.8K2026-10-15
Apex Wealth Management, LLC
UNCHANGED1,6051,60500%$220.7K$228.4K+$7.7K2026-10-20
Soundwatch Capital LLC
UNCHANGED1,6001,60000%$220.0K$230.3K+$10.2K2026-11-04
Accel Wealth Management
UNCHANGED1,5991,59900%$219.9K$227.4K+$7.6K2026-10-13
Centennial Wealth Advisory LLC
UNCHANGED1,5981,59800%$219.8K$227.3K+$7.6K2026-10-16
Midwest Financial Partners Investments, Inc.
UNCHANGED1,5911,59100%$218.8K$226.3K+$7.5K2026-10-08
McAlister, Sweet & Associates, Inc.
UNCHANGED1,5851,58500%$218.0K$225.5K+$7.5K2026-10-07
Juncture Wealth Strategies, LLC
UNCHANGED1,5811,58100%$217.4K$224.9K+$7.5K2026-10-06
Charis Legacy Partners, LLC
UNCHANGED1,5761,57600%$216.7K$224.2K+$7.5K2026-10-22
Scott Capital Advisors, LLC
UNCHANGED1,5761,57600%$216.7K$229.9K+$13.2K2026-10-13
Avity Investment Management Inc.
UNCHANGED1,5751,57500%$216.6K$224.1K+$7.5K2026-10-09
Integrity Wealth Partners, LLC
NEW1,568—+1,568——$223.0K—2026-10-14
Hibernia Wealth Partners, LLC
NEW1,550—+1,550——$220.4K—2026-10-29
Montgomery Financial Services LLC
INCREASED1,539568+971+171%$78.1K$218.9K+$140.8K2026-11-03
Private Wealth Partners, LLC
UNCHANGED1,5301,53000%$210.4K$217.7K+$7.2K2026-10-22
First Premier Bank
UNCHANGED1,5301,53000%$210$218+$82026-10-13
Vaquero Private Wealth, LTD
DECREASED1,5251,602-77-5%$220.3K$216.9K-$3.3K2026-10-27
Basso Capital Management, L.P.
UNCHANGED1,5221,52200%$209.3K$216.5K+$7.2K2026-10-30
DWR Wealth Management, LLC
UNCHANGED1,5161,51600%$205.6K$215.8K+$10.2K2026-10-13
Ridgeline Wealth, LLC
UNCHANGED1,5131,51300%$208.1K$218.7K+$10.6K2026-10-14
Berkeley, Inc
UNCHANGED1,5101,51000%$207.7K$214.8K+$7.1K2026-10-20
DWM Financial Group, Inc.
NEW1,508—+1,508——$214.5K—2026-10-28
Vaughan David Investments LLC
UNCHANGED1,5061,50600%$207.0K$214.0K+$7.0K2026-11-05
Destiny Wealth Partners, LLC
UNCHANGED1,5061,50600%$203.7K$200.4K-$3.3K2026-11-05
Baron Financial Group, LLC
INCREASED1,5031,502+1+0%$206.5K$213.8K+$7.3K2026-10-09
HRC Wealth Management, LLC
DECREASED1,5021,714-212-12%$235.7K$213.7K-$22.1K2026-10-16
Sachem Hill LLC
UNCHANGED1,5021,50200%$206.6K$213.7K+$7.1K2026-10-14
Cambridge Advisors Inc.
UNCHANGED1,4991,49900%$206.2K$213.2K+$7.1K2026-10-19
Summit Asset Management, LLC
UNCHANGED1,4971,49700%$205.9K$213.0K+$7.1K2026-11-05
Hamilton Point Investment Advisors, LLC
UNCHANGED1,4961,49600%$205.7K$212.8K+$7.1K2026-11-03
Activest Wealth Management
NEW1,492—+1,492——$212.3K—2026-10-15
Buttonwood Financial Group, LLC
DECREASED1,4841,487-30%$204.4K$216.7K+$12.3K2026-10-16
Perennial Advisors, LLC
UNCHANGED1,4761,47600%$203.0K$210.0K+$7.0K2026-10-13
Plan Group Financial, LLC
DECREASED1,4713,666-2,195-60%$504.2K$205.9K-$298.3K2026-10-22
Sunburst Financial Group, LLC
UNCHANGED1,4691,46900%$202.0K$209.0K+$6.9K2026-10-09
Paragon Capital Management Ltd
UNCHANGED1,4651,46500%$201.5K$208.4K+$6.9K2026-10-09
Jackson Square Capital, LLC
UNCHANGED1,4601,46000%$200.8K$207.7K+$6.9K2026-10-19
Upper Left Wealth Management, LLC
NEW1,453—+1,453——$206.7K—2026-10-14
Seneca Financial Advisors LLC
NEW1,451—+1,451——$206.4K—2026-10-28
Fermata Advisors, LLC
DECREASED1,4503,112-1,662-53%$428.0K$206.3K-$221.7K2026-10-13
Broussard Financial Group LLC
DECREASED1,4491,635-186-11%$224.9K$206.1K-$18.7K2026-10-26
Mlp3, LLC
NEW1,443—+1,443——$205.3K—2026-10-22
RF&L Wealth Management, LLC
NEW1,440—+1,440——$204.9K—2026-10-20
Waterfront Wealth Inc.
NEW1,431—+1,431——$200.1K—2026-11-03
Alpha Advisors, LLC
NEW1,429—+1,429——$203.3K—2026-10-19
Firestone Capital Management
NEW1,424—+1,424——$202.6K—2026-11-03
Cannon Financial Strategists, Inc.
NEW1,419—+1,419——$201.9K—2026-10-19
First Fiduciary Investment Counsel, Inc.
NEW1,416—+1,416——$201—2026-10-27
UMB Private Wealth Management, LLC
NEW1,408—+1,408——$200.3K—2026-10-19
Downshift Financial, LLC
UNCHANGED1,3841,38400%$190.3K$196.9K+$6.5K2026-10-13
Evermay Wealth Management LLC
UNCHANGED1,3371,33700%$183.8K$190.1K+$6.3K2026-11-05
Cardinal Strategic Wealth Guidance
UNCHANGED1,3261,32600%$182.4K$188.6K+$6.3K2026-11-02
Harbor Asset Planning, Inc.
DECREASED1,2671,338-71-5%$184.0K$180.2K-$3.7K2026-10-23
Holos Integrated Wealth LLC
INCREASED1,257957+300+31%$130.2K$176.2K+$46.0K2026-10-23
Arlington Trust Co LLC
NEW1,250—+1,250——$177.8K—2026-10-20
TFC Financial Management, Inc.
INCREASED1,2481,247+1+0%$171.5K$177.6K+$6.1K2026-10-26
Foresight Capital Management Advisors, Inc.
NEW1,177—+1,177——$167.4K—2026-10-27
Peck Wealth Management, LLC
UNCHANGED1,1191,11900%$153.9K$159.2K+$5.3K2026-10-29
Insight Inv LLC
UNCHANGED1,1131,11300%$153.1K$158.3K+$5.3K2026-10-27
Milestone Investment Advisors LLC
UNCHANGED1,0761,07600%$148.0K$153.1K+$5.1K2026-11-05
Wolff Wiese Magana LLC
DECREASED1,0611,200-139-12%$165.0K$150.9K-$14.1K2026-10-15
Bulwark Capital Corp
UNCHANGED1,0441,04400%$143.6K$148.5K+$4.9K2026-10-13
Morling Financial Advisors, LLC
UNCHANGED1,0391,03900%$142.9K$147.8K+$4.9K2026-10-28
Hoese & Co LLP
UNCHANGED1,0321,03200%$141.9K$146.8K+$4.9K2026-10-21
Center for Financial Planning, Inc.
DECREASED1,0241,187-163-14%$163.2K$145.7K-$17.6K2026-10-26
Register Financial Advisors LLC
UNCHANGED1,0231,02300%$140.7K$145.5K+$4.8K2026-10-23
Compass Wealth Management LLC
NEW987—+987——$140.4K—2026-10-22
Central Pacific Bank - Trust Division
UNCHANGED98598500%$135.5K$140.1K+$4.7K2026-10-06
West Branch Capital LLC
DECREASED9751,088-113-10%$149.6K$138.7K-$10.9K2026-10-20
Pittenger & Anderson Inc
DECREASED9651,129-164-15%$155.3K$137.3K-$18.0K2026-11-02
Townsend Asset Management Corp
UNCHANGED95095000%$130.7K$135.1K+$4.5K2026-10-29
Transce3nd, LLC
NEW935—+935——$131.8K—2026-10-26
Frankly Finances, LLC
UNCHANGED91291200%$125.4K$129.7K+$4.3K2026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED88488400%$121.6K$125.8K+$4.2K2026-11-02
High Point Wealth Management, LLC
INCREASED876875+1+0%$120.3K$124.6K+$4.3K2026-11-05
Balentine LLC
DECREASED8751,578-703-45%$217.1K$124.4K-$92.6K2026-11-03
Hoey Investments, Inc
UNCHANGED86586500%$119.0K$123.1K+$4.1K2026-10-29
American National Bank & Trust
UNCHANGED85485400%$117.5K$121.5K+$4.0K2026-10-07
Mcdonald Partners LLC
DECREASED8531,016-163-16%$139.7K$121.3K-$18.4K2026-11-03
Goodman Advisory Group, LLC
NEW840—+840——$119.5K—2026-11-02
Armor Investment Advisors, LLC
UNCHANGED83883800%$115.3K$119.2K+$4.0K2026-10-27
North Point Portfolio Managers Corp
NEW800—+800——$113.8K—2026-10-07
Signature Resources Capital Management, LLC
UNCHANGED79079000%$108.6K$112.4K+$3.7K2026-10-16
Noble Wealth Management PBC
INCREASED758725+33+5%$99.7K$107.8K+$8.1K2026-10-01
City State Bank
INCREASED740726+14+2%$99.8K$105.3K+$5.4K2026-10-20
Aspect Partners, LLC
UNCHANGED72072000%$99.0K$102.4K+$3.4K2026-10-20
Triumph Capital Management
INCREASED71990+629+699%$12.4K$102.3K+$89.9K2026-10-14
Southern Michigan Bank & Trust
DECREASED700714-14-2%$98.2K$99.6K+$1.4K2026-10-19
Tradewinds Capital Management, LLC
DECREASED684708-24-3%$97.4K$97.3K-$662026-10-23
Capital Investment Counsel, Inc
INCREASED630612+18+3%$84.2K$89.6K+$5.5K2026-10-20
RHL Group, LLC
DECREASED622958-336-35%$132.2K$88.4K-$43.8K2026-11-04
Financial Consulate, Inc
UNCHANGED61361300%$84.3K$87.2K+$2.9K2026-10-23
Point Nemo Capital, LLC
UNCHANGED59159100%$81.3K$84.1K+$2.8K2026-11-03
Roxbury Financial LLC
UNCHANGED58158100%$80.0K$82.7K+$2.8K2026-10-01
Advocate Investing Services LLC
INCREASED573549+24+4%$75.5K$81.5K+$6.0K2026-10-26
William Mack & Associates, Inc.
NEW570—+570——$81.1K—2026-10-27
Adirondack Trust Co
UNCHANGED53753700%$73.9K$76.4K+$2.5K2026-10-14
Northstar Asset Management Co
UNCHANGED53453400%$70.9K$75.3K+$4.4K2026-10-22
Jacobi Capital Management LLC
NEW509—+509——$72.4K—2026-11-05
Beacon Investment Advisory Services, Inc.
INCREASED504157+347+221%$21.6K$71.7K+$50.1K2026-10-13
True Wealth Design, LLC
UNCHANGED50150100%$68.9K$71.3K+$2.4K2026-10-13
Rydar Equities, Inc.
NEW493—+493——$72.0K—2026-10-13
Nemes Rush Group LLC
UNCHANGED48548500%$66.7K$69.0K+$2.3K2026-11-04
Financial Network Wealth Advisors LLC
NEW481—+481——$68.4K—2026-10-28
Nfsg Corp
DECREASED469486-17-3%$66.8K$66.7K-$1202026-10-15
Concord Wealth Partners
UNCHANGED46646600%$64.1K$66.3K+$2.3K2026-11-02
Archer Investment Corp
DECREASED464514-50-10%$70.7K$66.1K-$4.6K2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED46046000%$63.3K$65.4K+$2.2K2026-10-16
Country Trust Bank
UNCHANGED45745700%$62.9K$65.0K+$2.2K2026-10-30
Gilpin Wealth Management, LLC
DECREASED454573-119-21%$78.8K$64.6K-$14.2K2026-10-09
Community Financial Services Group, LLC
UNCHANGED44844800%$61.3K$63.9K+$2.5K2026-10-15
Cordgrass Capital Advisors, LLC
UNCHANGED44544500%$61.2K$63.3K+$2.1K2026-10-30
Bullock Wealth Management Group
INCREASED444443+1+0%$60.7K$63.3K+$2.6K2026-10-09
Kozak & Associates, Inc.
DECREASED404483-79-16%$66.1K$56.6K-$9.4K2026-10-29
Yankcom Partnership
NEW360—+360——$51.2K—2026-10-15
PFS Partners, LLC
UNCHANGED33833800%$46.5K$48.1K+$1.6K2026-10-21
Birchwood Financial Partners, Inc.
DECREASED323429-106-25%$59.1K$45.9K-$13.2K2026-11-02
Birch Financial Group, LLC
NEW322—+322——$45.8K—2026-10-27
Vima LLC
UNCHANGED30030000%$41.3K$42.7K+$1.4K2026-10-23
Gleason Group, Inc.
UNCHANGED29829800%$41.0K$42.5K+$1.4K2026-10-15
Mechanics Financial Corp
UNCHANGED29029000%$39.9K$41.3K+$1.4K2026-11-05
GK Wealth Management LLC
NEW285—+285——$40.5K—2026-10-09
Entrust Financial LLC
UNCHANGED26726700%$36.7K$38.0K+$1.3K2026-11-04
DecisionPoint Financial, LLC
UNCHANGED26526500%$36.3K$37.8K+$1.5K2026-10-27
Valued Wealth Advisors LLC
UNCHANGED23623600%$32.5K$33.6K+$1.1K2026-11-05
Essential Partners LLC
NEW234—+234——$33.3K—2026-10-14
Davis Capital Management
UNCHANGED23123100%$31.8K$32.9K+$1.1K2026-10-08
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED22022000%$30.0K$31-$30.0K2026-11-02
Creative Capital Management Investments LLC
UNCHANGED20020000%$27.5K$28.5K+$9462026-10-28
NorthAvenue LLC
UNCHANGED18018000%$24.7K$25.6K+$8502026-10-29
Nvest Wealth Strategies, Inc.
UNCHANGED15115100%$20.8K$21.5K+$7142026-10-14
Westside Investment Management, Inc.
DECREASED150630-480-76%$86.6K$21.3K-$65.3K2026-11-02
Pacifica Partners Inc.
UNCHANGED15015000%$20.3K$21.4K+$1.1K2026-10-09
Horizons Wealth Management
NEW148—+148——$21.1K—2026-10-05
Networth Advisors, LLC
UNCHANGED14214200%$19.6K$20.3K+$6922026-11-03
GoalVest Advisory LLC
DECREASED132292-160-55%$40.2K$18.8K-$21.4K2026-10-02
Ascentis Wealth Management, LLC
UNCHANGED12912900%$17.7K$18.4K+$6102026-11-03
United Financial Planning Group LLC
INCREASED12782+45+55%$11.3K$18.1K+$6.8K2026-11-04
Pflug Koory, LLC
INCREASED123122+1+1%$16.8K$17.4K+$5962026-10-26
Tounjian Advisory Partners, LLC
INCREASED12132+89+278%$4.4K$17.2K+$12.8K2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED12112100%$16.6K$17.2K+$5722026-10-22
First Pacific Financial
DECREASED119245-126-51%$33.7K$16.9K-$16.8K2026-10-14
Meriwether Wealth & Planning, LLC
NEW110—+110——$15.6K—2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED10610600%$14.6K$15.1K+$5012026-10-15
Toth Financial Advisory Corp
UNCHANGED10410400%$14.3K$14.8K+$4922026-10-08
Quintet Private Bank (Europe) S.A.
DECREASED100140-40-29%$19.3K$14.2K-$5.0K2026-10-08
GGM Financial LLC
UNCHANGED959500%$13.1K$13.5K+$4502026-11-05
Rosenberg Matthew Hamilton
UNCHANGED888800%$12.1K$12.5K+$4162026-10-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED878700%$11.9K$12.3K+$4212026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED828200%$11.3K$11.7K+$3882026-10-23
Elyxium Wealth, LLC
NEW73—+73——$10.3K—2026-10-27
Halbert Hargrove Global Advisors, LLC
INCREASED7372+1+1%$9.9K$10.3K+$4632026-10-16
Markowski Investments
UNCHANGED686800%$9.4K$9.7K+$3222026-10-30
SJS Investment Consulting Inc.
NEW67—+67——$9.5K—2026-10-26
Nova Financial LLC
NEW67—+67——$9.5K—2026-11-04
Horizon Financial Services, LLC
DECREASED622,937-2,875-98%$404.0K$8.8K-$395.2K2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
NEW55—+55——$16.2K—2026-10-14
BankChampaign, National Association
UNCHANGED424200%$5.8K$6.0K+$1992026-10-19
Hughes Financial Services, LLC
NEW41—+41——$5.7K—2026-10-30
Godsey & Gibb, Inc
NEW41—+41——$5.8K—2026-10-14
Highline Wealth Partners LLC
UNCHANGED333300%$4.5K$4.7K+$1572026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED282800%$3.9K$4.0K+$1332026-10-23
Next Level Wealth Planning, LLC
NEW26—+26——$3.7K—2026-10-29
Valley National Advisers Inc
UNCHANGED181800%$2.5K$2.6K+$852026-10-23
USA Financial Formulas
NEW9—+9——$1.3K—2026-10-16
Blueline Advisors LLC
UNCHANGED4400%$551$570+$192026-10-15
Hurley Capital, LLC
NEW1—+1——$142—2026-11-05
Scarborough Advisors, LLC
CLOSED0146,547-146,547-100%$19.8M$0-$19.8M2026-10-16
Financial & Tax Architects, LLC
CLOSED041,460-41,460-100%$5.7M$0-$5.7M2026-10-15
Summit Financial Consulting LLC
CLOSED035,572-35,572-100%$4.9M$0-$4.9M2026-10-15
Capstone Wealth Management Group, LLC
CLOSED035,288-35,288-100%$4.9M$0-$4.9M2026-11-05
Bryant Woods Investment Advisors, LLC
CLOSED016,060-16,060-100%$2.2M$0-$2.2M2026-10-26
Lane Brothers & Co Inc
CLOSED06,419-6,419-100%$882.8K$0-$882.8K2026-11-02
Imc-Chicago, LLC
CLOSED05,070-5,070-100%$697.3K$0-$697.3K2026-11-05
Saxon Interests, Inc.
CLOSED03,268-3,268-100%$449.5K$0-$449.5K2026-10-26
TBH Global Asset Management, LLC
CLOSED02,471-2,471-100%$339.8K$0-$339.8K2026-11-03
SmartHarvest Portfolios, LLC
CLOSED01,987-1,987-100%$273.3K$0-$273.3K2026-10-26
Inscription Capital, LLC
CLOSED01,841-1,841-100%$253.3K$0-$253.3K2026-11-02
Principal Financial Group Inc
CLOSED01,825-1,825-100%$251.0K$0-$251.0K2026-11-02
KMG Fiduciary Partners, LLC
CLOSED01,819-1,819-100%$250.2K$0-$250.2K2026-10-14
Axim Planning & Wealth
CLOSED01,809-1,809-100%$248.8K$0-$248.8K2026-10-28
CV Advisors LLC
CLOSED01,713-1,713-100%$235.6K$0-$235.6K2026-10-13
Clark Asset Management, LLC
CLOSED01,703-1,703-100%$234.2K$0-$234.2K2026-10-19
Austin Asset Management Co Inc
CLOSED01,670-1,670-100%$229.7K$0-$229.7K2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED01,648-1,648-100%$226.6K$0-$226.6K2026-10-16
Synergy Asset Management, LLC
CLOSED01,467-1,467-100%$201.8K$0-$201.8K2026-11-05
Wellment Financial
CLOSED01,458-1,458-100%$200.5K$0-$200.5K2026-10-28
Family Legacy Financial Solutions, LLC
CLOSED0766-766-100%$105.4K$0-$105.4K2026-10-07
Brooklyn FI, LLC
CLOSED0757-757-100%$102.9K$0-$102.9K2026-11-05
Payden & Rygel
CLOSED0590-590-100%$81.0K$0-$81.0K2026-10-28
Decker Retirement Planning Inc.
CLOSED0542-542-100%$74.5K$0-$74.5K2026-10-19
Spectrum Wealth Advisory Group, LLC
CLOSED0466-466-100%$64.1K$0-$64.1K2026-10-29
Founders Capital Management
CLOSED0320-320-100%$44.0K$0-$44.0K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0246-246-100%$33.8K$0-$33.8K2026-10-14
Sims Investment Management, LLC
CLOSED0108-108-100%$14.9K$0-$14.9K2026-10-13
Wilkerson Advisory Group LLC
CLOSED060-60-100%$8.3K$0-$8.3K2026-10-20
Chapman Financial Group, LLC
CLOSED059-59-100%$8.1K$0-$8.1K2026-10-26
Robinswood Financial LLC
CLOSED057-57-100%$7.9K$0-$7.9K2026-10-20
Obsidian CIO, LLC
CLOSED034-34-100%$4.6K$0-$4.6K2026-11-05
Avion Wealth
CLOSED03-3-100%$0$0$02026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$544.1K$629.7K+$85.6K2026-10-29
Envestnet Asset Management Inc
N/A—49,275,443-49,275,443-100%$6.8B———
JPMorgan Chase & Co
N/A—39,457,799-39,457,799-100%$5.4B———
Morgan Stanley
N/A—34,601,758-34,601,758-100%$4.8B———
LPL Financial LLC
N/A—21,564,794-21,564,794-100%$3.0B———
Bank of America Corp
N/A—20,803,829-20,803,829-100%$2.9B———
Wells Fargo & Company
N/A—15,408,492-15,408,492-100%$2.1B———
UBS Group AG
N/A—8,213,429-8,213,429-100%$1.1B———
Stifel Financial Corp
N/A—8,171,635-8,171,635-100%$1.1B———
Ameriprise Financial Inc
N/A—8,007,251-8,007,251-100%$1.1B———
PNC Financial Services Group, Inc.
N/A—5,236,259-5,236,259-100%$720.1M———
Cetera Investment Advisers
N/A—4,789,797-4,789,797-100%$658.7M———
BlackRock, Inc.
N/A—4,372,824-4,372,824-100%$601.4M———
Raymond James Financial Inc
N/A—4,262,762-4,262,762-100%$586.3M———
Goldman Sachs Group Inc
N/A—4,224,901-4,224,901-100%$581.1M———
MML Investors Services, LLC
N/A—3,983,147-3,983,147-100%$547.8M———
M&T Bank Corp
N/A—3,855,837-3,855,837-100%$530.3M———
Royal Bank of Canada
N/A—3,602,660-3,602,660-100%$495.4M———
Envestnet Portfolio Solutions, Inc.
N/A—3,569,833-3,569,833-100%$491.0M———
Mariner, LLC
N/A—3,269,520-3,269,520-100%$449.7M———
Jones Financial Companies Lllp
N/A—3,194,451-3,194,451-100%$423.8M———
Janney Montgomery Scott LLC
N/A—2,413,813-2,413,813-100%$332.0M———
Foundations Investment Advisors, LLC
N/A—2,410,689-2,410,689-100%$331.5M———
FMR LLC
N/A—2,047,686-2,047,686-100%$281.6M———
HighTower Advisors, LLC
N/A—2,021,788-2,021,788-100%$278.1M———
Osaic Holdings, Inc.
N/A—2,013,076-2,013,076-100%$277.0M———
Focus Partners Wealth
N/A—1,947,941-1,947,941-100%$267.9M———
NewEdge Advisors, LLC
N/A—1,841,602-1,841,602-100%$253.3M———
Northwestern Mutual Wealth Management Co
N/A—1,657,682-1,657,682-100%$228.0M———
Huntington National Bank
N/A—1,331,306-1,331,306-100%$183.1M———
Rehmann Capital Advisory Group
N/A—1,303,025-1,303,025-100%$179.3M———
Moneta Group Investment Advisors LLC
N/A—1,288,834-1,288,834-100%$177.3M———
Sanctuary Advisors, LLC
N/A—1,223,682-1,223,682-100%$168.3M———
MAI Capital Management
N/A—1,124,765-1,124,765-100%$154.7M———
United Capital Financial Advisors, LLC
N/A—1,124,043-1,124,043-100%$154.7M———
Cerity Partners LLC
N/A—1,074,898-1,074,898-100%$147.8M———
Rockefeller Capital Management L.P.
N/A—900,491-900,491-100%$123.8M———
Advocacy Wealth Management, LLC
N/A—807,434-807,434-100%$111.0M———
Steward Partners Investment Advisory, LLC
N/A—795,103-795,103-100%$109.4M———
Baird Financial Group, Inc.
N/A—783,316-783,316-100%$107.7M———
Modern Wealth Management, LLC
N/A—735,644-735,644-100%$101.2M———
Two Sigma Investments, LP
N/A—717,831-717,831-100%$98.7M———
Northern Trust Corp
N/A—710,390-710,390-100%$97.7M———
AE Wealth Management LLC
N/A—709,045-709,045-100%$97.5M———
Arkadios Wealth Advisors
N/A—588,050-588,050-100%$80.9M———
Bank of Montreal
N/A—585,670-585,670-100%$80.5M———
Valmark Advisers, Inc.
N/A—569,928-569,928-100%$78.4M———
CreativeOne Wealth, LLC
N/A—531,981-531,981-100%$73.2M———
Harbour Investments, Inc.
N/A—527,487-527,487-100%$72.5M———
Captrust Financial Advisors
N/A—500,578-500,578-100%$68.8M———
Mercer Global Advisors Inc
N/A—497,843-497,843-100%$68.5M———
Private Advisor Group, LLC
N/A—497,075-497,075-100%$68.4M———
Icon Wealth Advisors, LLC
N/A—476,929-476,929-100%$65.6M———
SCS Capital Management LLC
N/A—466,610-466,610-100%$64.2M———
Principal Securities, Inc.
N/A—428,592-428,592-100%$58.9M———
USA Financial Formulas
N/A—418,090-418,090-100%$57.5M———
Pathstone Holdings, LLC
N/A—407,233-407,233-100%$56.0M———
AQR Capital Management LLC
N/A—402,461-402,461-100%$55.4M———
&partners
N/A—401,071-401,071-100%$55.3M———
MA Private Wealth
N/A—395,664-395,664-100%$54.4M———
Clearstead Advisors, LLC
N/A—374,870-374,870-100%$51.6M———
OneDigital Investment Advisors LLC
N/A—371,331-371,331-100%$51.1M———
Dynasty Wealth Management, LLC
N/A—366,195-366,195-100%$50.4M———
Calydon Capital
N/A—352,808-352,808-100%$48.5M———
Beacon Pointe Advisors, LLC
N/A—351,931-351,931-100%$48.4M———
Stratos Wealth Partners, Ltd.
N/A—342,045-342,045-100%$47.0M———
Vestmark Advisory Solutions, Inc.
N/A—338,319-338,319-100%$46.5M———
Equitable Holdings, Inc.
N/A—333,125-333,125-100%$45.8M———
Gladstone Institutional Advisory LLC
N/A—332,038-332,038-100%$45.7M———
Wealth Alliance, LLC
N/A—320,489-320,489-100%$44.1M———
Capital Analysts, LLC
N/A—297,608-297,608-100%$40.9M———
Blue Edge Capital, LLC
N/A—296,902-296,902-100%$40.8M———
EQ LLC
N/A—283,058-283,058-100%$38.9M———
Orion Porfolio Solutions, LLC
N/A—281,870-281,870-100%$38.8M———
EWA, LLC
N/A—278,926-278,926-100%$38.4M———
Global Retirement Partners, LLC
N/A—278,764-278,764-100%$38.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—275,850-275,850-100%$37.9M———
Meridian Wealth Partners, LLC
N/A—275,265-275,265-100%$37.9M———
IEQ Capital, LLC
N/A—266,825-266,825-100%$36.7M———
Liberty Wealth Management LLC
N/A—266,207-266,207-100%$30.1M———
Silicon Valley Capital Partners
N/A—265,605-265,605-100%$36.5M———
Integrated Wealth Concepts LLC
N/A—262,511-262,511-100%$36.1M———
BOK Financial Private Wealth, Inc.
N/A—261,173-261,173-100%$35.9M———
Natixis Advisors, LLC
N/A—260,985-260,985-100%$35.9M———
Allworth Financial LP
N/A—260,671-260,671-100%$35.9M———
Savant Capital, LLC
N/A—258,414-258,414-100%$35.9M———
Quantinno Capital Management LP
N/A—256,741-256,741-100%$35.3M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—254,912-254,912-100%$35.1M———
World Investment Advisors
N/A—254,859-254,859-100%$31.3M———
Merit Financial Group, LLC
N/A—236,673-236,673-100%$32.5M———
Cahill Financial Advisors Inc
N/A—234,566-234,566-100%$32.3M———
PAX Financial Group, LLC
N/A—233,600-233,600-100%$32.1M———
Western Wealth Management, LLC
N/A—233,092-233,092-100%$32.1M———
One Wealth Advisors, LLC
N/A—228,006-228,006-100%$31.4M———
Saiph Capital, LLC
N/A—223,887-223,887-100%$30.8M———
Charles Schwab Investment Management Inc
N/A—212,790-212,790-100%$29.3M———
Financial Engines Advisors L.L.C.
N/A—211,987-211,987-100%$29.2M———
Per Stirling Capital Management, Llc.
N/A—210,459-210,459-100%$28.9M———
Johnson Investment Counsel Inc
N/A—201,949-201,949-100%$27.8M———
Waverly Advisors, LLC
N/A—196,898-196,898-100%$27.1M———
Keystone Financial Services
N/A—195,692-195,692-100%$26.9M———
Callan Family Office, LLC
N/A—195,591-195,591-100%$26.9M———
Mcmorgan & Co LLC
N/A—186,940-186,940-100%$25.7M———
Adaptive Financial Consulting, LLC
N/A—182,539-182,539-100%$25.1M———
Sequoia Financial Advisors, LLC
N/A—181,112-181,112-100%$24.9M———
SEI Investments Co
N/A—176,217-176,217-100%$24.2M———
Stokes Family Office, LLC
N/A—175,837-175,837-100%$24.2M———
EP Wealth Advisors, LLC
N/A—173,758-173,758-100%$23.9M———
Ameritas Investment Partners, Inc.
N/A—171,522-171,522-100%$23.6M———
Itau Unibanco Holding S.A.
N/A—171,500-171,500-100%$23.6M———
Regal Investment Advisors LLC
N/A—170,924-170,924-100%$23.5M———
Ameritas Advisory Services, LLC
N/A—170,648-170,648-100%$23.5M———
FAS Wealth Partners, Inc.
N/A—170,400-170,400-100%$23.4M———
Kilter Group LLC
N/A—170,351-170,351-100%$23.4M———
Advisory Services Network, LLC
N/A—166,932-166,932-100%$23.0M———
Legacy Financial Group LLC
N/A—164,287-164,287-100%$22.6M———
Rothschild Wealth LLC
N/A—163,186-163,186-100%$22.4M———
Commerce Bank
N/A—160,837-160,837-100%$22.1M———
Cresset Asset Management, LLC
N/A—157,330-157,330-100%$21.6M———
UMB Bank, n.a.
N/A—154,322-154,322-100%$21.2M———
Prosperity Consulting Group, LLC
N/A—152,323-152,323-100%$20.9M———
Prudential Financial Inc
N/A—141,485-141,485-100%$19.5M———
Snowden Capital Advisors LLC
N/A—140,953-140,953-100%$19.4M———
Mayflower Financial Advisors, LLC
N/A—140,415-140,415-100%$19.3M———
Alliancebernstein L.P.
N/A—136,976-136,976-100%$15.5M———
Argent Trust Co
N/A—134,443-134,443-100%$18.5M———
Twin Focus Capital Partners, LLC
N/A—132,990-132,990-100%$18.3M———
Mutual Advisors, LLC
N/A—132,619-132,619-100%$18.2M———
Lansing Street Advisors
N/A—130,898-130,898-100%$18.0M———
Ancora Advisors LLCA
N/A—129,830-129,830-100%$17.9M———
WealthShield Partners, LLC
N/A—128,972-128,972-100%$17.7M———
Silvercrest Asset Management Group LLC
N/A—128,256-128,256-100%$17.6M———
Carl P. Sherr & Co., LLC
N/A—127,641-127,641-100%$17.6M———
Blair William & Co
N/A—127,299-127,299-100%$17.5M———
Nicolet Bankshares Inc
N/A—126,764-126,764-100%$17.4M———
American Wealth Advisors, LLC
N/A—123,649-123,649-100%$17.0M———
BNP Paribas Financial Markets
N/A—123,028-123,028-100%$16.9M———
Invst, LLC
N/A—122,333-122,333-100%$16.8M———
Wealthspire Advisors, LLC
N/A—122,234-122,234-100%$16.8M———
Brown Advisory Inc
N/A—117,663-117,663-100%$16.2M———
Composition Wealth, LLC
N/A—117,294-117,294-100%$16.1M———
Peapack Gladstone Financial Corp
N/A—115,305-115,305-100%$15.9M———
Pinnacle Financial Partners, Inc.
N/A—112,703-112,703-100%$15.5M———
Lbmc Investment Advisors, LLC
N/A—112,572-112,572-100%$15.5M———
WCG Wealth Advisors LLC
N/A—112,481-112,481-100%$15.5M———
Keebeck Wealth Management
N/A—112,356-112,356-100%$15.5M———
Wescott Financial Advisory Group, LLC
N/A—111,735-111,735-100%$15.4M———
Level Four Advisory Services, LLC
N/A—105,839-105,839-100%$14.6M———
IFG Advisory, LLC
N/A—104,901-104,901-100%$14.4M———
Hancock Whitney Corp
N/A—104,891-104,891-100%$14.4M———
UBS Asset Management Americas LLC
N/A—100,895-100,895-100%$13.9M———
Gateway Wealth Partners, LLC
N/A—100,301-100,301-100%$13.8M———
Twin Peaks Wealth Advisors, LLC
N/A—99,338-99,338-100%$13.7M———
Financial Advisors Network, Inc.
N/A—96,750-96,750-100%$13.3M———
Horizon Family Wealth, Inc.
N/A—96,677-96,677-100%$13.3M———
O'shaughnessy Asset Management, LLC
N/A—95,945-95,945-100%$13.2M———
CIBC Bancorp USA Inc.
N/A—95,869-95,869-100%$13.2M———
Investment Advisory Group, LLC
N/A—93,411-93,411-100%$12.8M———
Resolute Wealth Advisor, Inc.
N/A—92,942-92,942-100%$10.5M———
Great Valley Advisor Group, Inc.
N/A—92,443-92,443-100%$12.7M———
Godfrey Financial Associates, Inc.
N/A—90,538-90,538-100%$12.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—89,586-89,586-100%$12.3M———
Pallas Capital Advisors LLC
N/A—89,001-89,001-100%$12.2M———
Pacific Financial Group Inc
N/A—87,103-87,103-100%$12.0M———
Broadview Financial Management, LLC
N/A—86,311-86,311-100%$11.9M———
Novare Capital Management LLC
N/A—86,308-86,308-100%$11.9M———
Landing Point Financial Group, LLC
N/A—85,074-85,074-100%$11.7M———
Wellspring Financial Advisors, LLC
N/A—85,038-85,038-100%$11.7M———
Geneos Wealth Management Inc.
N/A—84,501-84,501-100%$11.6M———
Arax Advisory Partners
N/A—83,956-83,956-100%$11.5M———
Advyzon Investment Management, LLC
N/A—83,089-83,089-100%$11.4M———
SGL Investment Advisors, Inc.
N/A—82,316-82,316-100%$11.7M———
Summit Financial, LLC
N/A—81,882-81,882-100%$11.3M———
M1 Capital Management LLC
N/A—81,752-81,752-100%$11.2M———
Tilson Financial Group, Inc.
N/A—81,285-81,285-100%$11.2M———
United Bank
N/A—79,127-79,127-100%$10.9M———
Founders Financial Alliance, LLC
N/A—78,327-78,327-100%$10.8M———
MidFirst Bank
N/A—78,171-78,171-100%$10.8M———
Polianta Ltd
N/A—78,000-78,000-100%$10.7K———
Daviman Financial, LLC
N/A—77,664-77,664-100%$10.7M———
Franklin Resources Inc
N/A—75,789-75,789-100%$10.4M———
Coldstream Capital Management Inc
N/A—74,976-74,976-100%$10.3M———
Beto Financial Group, LLC
N/A—74,669-74,669-100%$10.1M———
Glenmede Trust Co NA
N/A—73,444-73,444-100%$10.1M———
NorthRock Partners, LLC
N/A—71,508-71,508-100%$9.8M———
Frisch Financial Group, Inc.
N/A—70,470-70,470-100%$9.7M———
Next Capital Management LLC
N/A—70,383-70,383-100%$9.7M———
First Foundation Advisors
N/A—69,181-69,181-100%$9.5M———
Gotham Asset Management, LLC
N/A—68,716-68,716-100%$9.5M———
Silver OAK Securities, Incorporated
N/A—67,795-67,795-100%$9.3M———
Atlantic Family Wealth, LLC
N/A—67,776-67,776-100%$9.3M———
Bleakley Financial Group, LLC
N/A—67,370-67,370-100%$9.3M———
AlTi Global, Inc.
N/A—66,461-66,461-100%$9.1M———
Capital Advisors Inc
N/A—66,456-66,456-100%$9.1M———
Arvest Bank Trust Division
N/A—65,641-65,641-100%$9.0M———
Curtis Wealth Management LLC
N/A—64,754-64,754-100%$8.9M———
Focus Partners Advisor Solutions, LLC
N/A—61,809-61,809-100%$8.5M———
Tradition Wealth Management, LLC
N/A—61,436-61,436-100%$8.4M———
Private Wealth Advisors, LLC
N/A—60,389-60,389-100%$8.3M———
Belpointe Asset Management LLC
N/A—59,300-59,300-100%$8.2M———
BTC Capital Management, Inc.
N/A—57,140-57,140-100%$7.9M———
Kickstand Ventures, Llc.
N/A—56,920-56,920-100%$7.8M———
Shared Vision Wealth Group LLC
N/A—56,659-56,659-100%$7.8M———
Heritage Wealth Advisors
N/A—56,324-56,324-100%$7.7M———
Evercore Wealth Management, LLC
N/A—54,595-54,595-100%$7.5M———
Centaurus Financial, Inc.
N/A—54,445-54,445-100%$7.5M———
Formulate Financial LLC
N/A—54,414-54,414-100%$7.5M———
Kapstone Financial Advisors LLC
N/A—53,760-53,760-100%$7.4M———
Barnes Wealth Management Group, Inc
N/A—53,517-53,517-100%$7.4M———
RIK Saylor Financial, Inc.
N/A—53,005-53,005-100%$7.3M———
Stratos Wealth Advisors, LLC
N/A—52,946-52,946-100%$7.3M———
United Services Automobile Association
N/A—52,602-52,602-100%$7.2M———
Alpha Capital Advisors Inc
N/A—52,060-52,060-100%$7.2M———
Sharp Wealth Advisory, LLC
N/A—51,506-51,506-100%$7.1M———
Bartlett & Co. Wealth Management LLC
N/A—51,461-51,461-100%$7.1M———
Croban
N/A—50,538-50,538-100%$7.0M———
Tobias Financial Advisors, Inc.
N/A—50,150-50,150-100%$6.9M———
Lowe Brockenbrough & Co Inc
N/A—49,890-49,890-100%$6.9M———
Aptus Capital Advisors, LLC
N/A—49,682-49,682-100%$6.8M———
Chatterton & Associates Inc.
N/A—49,446-49,446-100%$6.8M———
Benjamin Edwards Inc
N/A—48,847-48,847-100%$6.7M———
Savvy Advisors, Inc.
N/A—48,385-48,385-100%$6.7M———
IHT Wealth Management, LLC
N/A—48,317-48,317-100%$6.6M———
Diversified Trust Co
N/A—48,168-48,168-100%$6.6M———
Quotient Wealth Partners, LLC
N/A—47,679-47,679-100%$6.6M———
Nwam LLC
N/A—47,402-47,402-100%$6.5M———
Resolute Wealth Strategies, LLC
N/A—45,624-45,624-100%$6.3M———
Smartleaf Asset Management LLC
N/A—45,591-45,591-100%$6.2M———
J. Mark Nickell & Co.
N/A—45,096-45,096-100%$6.2M———
49 Wealth Management, LLC
N/A—44,787-44,787-100%$6.2M———
Alongside, LLC
N/A—44,787-44,787-100%$6.2M———
Kingsview Wealth Management, LLC
N/A—44,762-44,762-100%$6.2M———
Thomasville National Bank
N/A—44,117-44,117-100%$6.1M———
Faithward Advisors, LLC
N/A—43,946-43,946-100%$6.0M———
Wealthgarden F.S. LLC
N/A—43,556-43,556-100%$6.0M———
Wealthspan Partners, LLC
N/A—43,353-43,353-100%$6.0M———
Bridges Investment Management Inc
N/A—43,325-43,325-100%$6.0M———
Redwood Investment Management, LLC
N/A—43,158-43,158-100%$5.9M———
Hopwood Nicholas Hunter
N/A—42,933-42,933-100%$5.9M———
Rollins Financial Advisors, LLC
N/A—42,747-42,747-100%$5.9M———
GTS Securities LLC
N/A—42,407-42,407-100%$5.8M———
Meridian Wealth Advisors, LLC
N/A—41,945-41,945-100%$5.8M———
United Bank
N/A—41,523-41,523-100%$5.7M———
Oxford Financial Group, Ltd. LLC
N/A—41,437-41,437-100%$5.7M———
Theory Financial LLC
N/A—41,296-41,296-100%$5.7M———
Morris Financial Concepts, Inc.
N/A—41,195-41,195-100%$5.7M———
Davis Wealth Advisors, LLC
N/A—41,049-41,049-100%$5.6M———
GeoWealth Management, LLC
N/A—40,945-40,945-100%$5.6M———
Concorde Asset Management, LLC
N/A—40,897-40,897-100%$5.6M———
HRT Financial LP
N/A—40,167-40,167-100%$5.5M———
Insigneo Advisory Services, LLC
N/A—39,381-39,381-100%$5.4M———
National Philanthropic Trust
N/A—39,332-39,332-100%$5.4M———
Dorsey & Whitney Trust Co LLC
N/A—38,985-38,985-100%$5.4M———
Smithfield Trust Co
N/A—37,776-37,776-100%$5.2M———
Sierra Capital LLC
N/A—37,532-37,532-100%$5.2M———
Alta Wealth Advisors LLC
N/A—36,780-36,780-100%$5.1M———
Blalock Williams, LLC
N/A—35,835-35,835-100%$4.9M———
Capital Investment Management, Inc.
N/A—35,664-35,664-100%$4.9M———
Private Advisory Group LLC
N/A—35,041-35,041-100%$4.8M———
Stephens Inc
N/A—34,633-34,633-100%$4.8M———
S&CO Inc
N/A—33,695-33,695-100%$4.6M———
LifePlan Investment Advisors, Inc.
N/A—33,691-33,691-100%$4.6M———
Haverford Trust Co
N/A—33,483-33,483-100%$4.6M———
QRG Capital Management, Inc.
N/A—33,362-33,362-100%$4.6M———
17 Capital Partners, LLC
N/A—32,775-32,775-100%$4.5M———
Peregrine Asset Advisers, Inc.
N/A—32,049-32,049-100%$4.4M———
BFC Planning, Inc.
N/A—31,778-31,778-100%$4.4M———
Matrix Private Capital Group LLC
N/A—31,636-31,636-100%$4.4M———
Cary Street Partners Financial LLC
N/A—31,595-31,595-100%$4.3M———
Asset Management Group, Inc.
N/A—31,423-31,423-100%$4.3M———
Kovack Advisors, Inc.
N/A—31,029-31,029-100%$4.3M———
JT Stratford LLC
N/A—30,964-30,964-100%$4.3M———
Round Rock Advisors LLC
N/A—30,832-30,832-100%$4.2M———
First Trust Advisors LP
N/A—30,655-30,655-100%$4.2M———
Summit Trail Advisors, LLC
N/A—30,633-30,633-100%$4.2M———
Heritage Trust Co
N/A—30,079-30,079-100%$4.1M———
Hirtle & Co., LLC
N/A—29,947-29,947-100%$4.1M———
Hilltop Wealth Advisors, LLC
N/A—29,299-29,299-100%$4.0M———
Quantum Portfolio Management LLC
N/A—29,223-29,223-100%$4.0M———
NewEdge Wealth, LLC
N/A—28,716-28,716-100%$3.9M———
Pgim Custom Harvest LLC
N/A—28,575-28,575-100%$3.9M———
Fisher Asset Management, LLC
N/A—28,533-28,533-100%$3.9M———
Transcend Capital Advisors, LLC
N/A—28,312-28,312-100%$3.9M———
Venturi Wealth Management, LLC
N/A—28,192-28,192-100%$3.9M———
Truepoint, Inc.
N/A—28,173-28,173-100%$3.9M———
Rogco, LP
N/A—28,170-28,170-100%$3.9M———
Trustmark Bank Trust Department
N/A—27,939-27,939-100%$3.8M———
Rhumbline Advisers
N/A—27,880-27,880-100%$3.8M———
Spirepoint Private Client, LLC
N/A—27,829-27,829-100%$3.8M———
Coign Capital Advisors LLC
N/A—27,806-27,806-100%$3.8M———
Yukon Wealth Management, Inc.
N/A—27,430-27,430-100%$3.8M———
Boston Family Office LLC
N/A—27,424-27,424-100%$3.8M———
5T Wealth, LLC
N/A—27,100-27,100-100%$3.7M———
Choate Investment Advisors
N/A—26,438-26,438-100%$3.6M———
Retirement Income Solutions, Inc
N/A—26,284-26,284-100%$3.0M———
Price T Rowe Associates Inc
N/A—25,781-25,781-100%$3.5M———
Essex Financial Services, Inc.
N/A—25,683-25,683-100%$3.5M———
Cofg Advisors, LLC
N/A—25,498-25,498-100%$3.5M———
Ballentine Partners, LLC
N/A—25,109-25,109-100%$3.5M———
Renaissance Technologies LLC
N/A—25,000-25,000-100%$3.4M———
Continuum Advisory, LLC
N/A—24,896-24,896-100%$3.4M———
Laffer Tengler Investments, Inc.
N/A—24,844-24,844-100%$3.4M———
RWA Wealth Partners, LLC
N/A—24,799-24,799-100%$3.4M———
Kinetic Wealth Investment Advisors LLC
N/A—24,747-24,747-100%$3.4M———
Arete Wealth Advisors, LLC
N/A—24,645-24,645-100%$3.4M———
Tower Research Capital LLC (TRC)
N/A—24,453-24,453-100%$3.4M———
Earned Wealth Advisors, LLC
N/A—24,210-24,210-100%$3.3M———
Texas Capital Bank Wealth Management Services Inc
N/A—23,928-23,928-100%$3.3M———
Brown Brothers Harriman & Co
N/A—23,913-23,913-100%$3.3M———
Bluespring Wealth Management, LLC
N/A—23,845-23,845-100%$3.3M———
Whittier Trust Co
N/A—23,189-23,189-100%$3.2M———
1ST Source Bank
N/A—22,829-22,829-100%$3.1M———
RiverFront Investment Group, LLC
N/A—22,637-22,637-100%$3.1M———
CCG Wealth Management, LLC
N/A—22,494-22,494-100%$3.1M———
HBK Sorce Advisory LLC
N/A—22,441-22,441-100%$3.2M———
Northwest Bancshares, Inc.
N/A—22,381-22,381-100%$3.1M———
Transamerica Financial Advisors, LLC
N/A—22,154-22,154-100%$3.0M———
Alesco Advisors, LLC, An ESL Co
N/A—22,146-22,146-100%$3.0M———
Sandhill Capital Partners LLC
N/A—21,938-21,938-100%$3.0M———
WealthTrak Capital Management LLC
N/A—21,221-21,221-100%$2.9M———
Advisors Capital Management, LLC
N/A—21,165-21,165-100%$2.9M———
Rathbones Group PLC
N/A—20,700-20,700-100%$2.8M———
Highland Investment Advisors LLC
N/A—20,426-20,426-100%$2.8M———
Whittier Trust Co of Nevada Inc
N/A—20,289-20,289-100%$2.8M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—20,265-20,265-100%$2.8M———
Operose Advisors LLC
N/A—20,234-20,234-100%$2.8M———
Bellwether Advisors, LLC
N/A—20,230-20,230-100%$2.8M———
Alerus Financial NA
N/A—20,229-20,229-100%$2.8M———
Bawa N Mallick Trust
N/A—20,200-20,200-100%$2.8M———
First Western Trust Bank
N/A—19,957-19,957-100%$2.7M———
Sovereign Financial Group, Inc.
N/A—19,937-19,937-100%$2.7M———
Navis Wealth Advisors, LLC
N/A—19,875-19,875-100%$2.7M———
Freestone Capital Holdings, LLC
N/A—19,774-19,774-100%$2.7M———
Flow Traders U.S. LLC
N/A—19,554-19,554-100%$2.7M———
First Commonwealth Financial Corp
N/A—19,411-19,411-100%$2.7M———
NorthCoast Asset Management LLC
N/A—19,277-19,277-100%$2.7M———
Axis Wealth Partners, LLC
N/A—19,172-19,172-100%$2.6M———
Vantus Wealth LLC
N/A—19,148-19,148-100%$2.6M———
D. E. Shaw & Co., Inc.
N/A—19,116-19,116-100%$2.6M———
American Trust
N/A—19,100-19,100-100%$2.6M———
Index Technologies Group LLC
N/A—19,000-19,000-100%$2.6M———
Expressive Wealth LLC
N/A—18,911-18,911-100%$2.6M———
Curi Capital, LLC
N/A—18,893-18,893-100%$2.6M———
EFG International AG
N/A—18,385-18,385-100%$2.5M———
GatePass Capital, LLC
N/A—18,240-18,240-100%$2.5M———
Proactive Wealth Strategies LLC
N/A—18,063-18,063-100%$2.5M———
Ausdal Financial Partners, Inc.
N/A—17,943-17,943-100%$2.5M———
Steelhead Wealth Management LLC
N/A—17,826-17,826-100%$2.5M———
Perennial Investment Advisors, LLC
N/A—17,750-17,750-100%$2.4M———
Vanguard National Trust Co
N/A—17,518-17,518-100%$2.4M———
HM Payson & Co
N/A—17,226-17,226-100%$2.4M———
Regimen Wealth, LLC
N/A—17,141-17,141-100%$2.4M———
Vantage Point Financial LLC
N/A—17,132-17,132-100%$2.4M———
Flputnam Investment Management Co
N/A—16,969-16,969-100%$2.3M———
Cary Street Partners Investment Advisory LLC
N/A—16,893-16,893-100%$2.3M———
Calton & Associates, Inc.
N/A—16,690-16,690-100%$2.3M———
Westmount Partners, LLC
N/A—16,637-16,637-100%$2.3M———
Inspire Advisors, LLC
N/A—16,560-16,560-100%$2.3M———
Synergy Investment Management, LLC
N/A—16,527-16,527-100%$2.3M———
Private Wealth Asset Management, LLC
N/A—16,255-16,255-100%$2.2M———
American Investment Services, Inc.
N/A—16,072-16,072-100%$2.2M———
National Bank of Canada
N/A—15,907-15,907-100%$2.2M———
Pack Private Wealth, LLC
N/A—15,797-15,797-100%$2.2M———
Bradley Foster & Sargent Inc
N/A—15,691-15,691-100%$2.2M———
SlateStone Wealth, LLC
N/A—15,688-15,688-100%$2.2M———
Madison Wealth Partners, Inc
N/A—15,518-15,518-100%$2.1M———
Zhang Financial LLC
N/A—15,241-15,241-100%$2.1M———
JMG Financial Group, Ltd.
N/A—15,209-15,209-100%$2.1M———
Russell Investments Group, Ltd.
N/A—15,166-15,166-100%$2.1M———
GWN Securities Inc.
N/A—14,787-14,787-100%$2.0M———
PFG Investments, LLC
N/A—14,726-14,726-100%$2.0M———
Vision Retirement, LLC
N/A—14,467-14,467-100%$2.0M———
Argent Advisors, Inc.
N/A—14,261-14,261-100%$2.0M———
Bank of Hawaii
N/A—14,214-14,214-100%$2.0M———
Fiducient Advisors LLC
N/A—14,185-14,185-100%$2.0M———
BBR Partners, LLC
N/A—14,102-14,102-100%$1.9M———
Cornerstone Advisory, LLC
N/A—13,893-13,893-100%$1.9M———
Strategies Wealth Advisors, LLC
N/A—13,881-13,881-100%$1.9M———
Vanguard Personalized Indexing Management, LLC
N/A—13,877-13,877-100%$1.9M———
McDonough Capital Management, Inc
N/A—13,840-13,840-100%$1.9M———
Neuberger Berman Group LLC
N/A—13,811-13,811-100%$1.9M———
Maripau Wealth Management LLC
N/A—13,778-13,778-100%$1.9M———
Bessemer Group Inc
N/A—13,650-13,650-100%$1.9M———
Resurgent Financial Advisors LLC
N/A—13,630-13,630-100%$1.9M———
Granite Bay Wealth Management, LLC
N/A—13,500-13,500-100%$1.9M———
White Pine Capital LLC
N/A—13,492-13,492-100%$1.9M———
Betterment LLC
N/A—13,406-13,406-100%$1.8M———
South Plains Financial, Inc.
N/A—13,365-13,365-100%$1.8M———
Crewe Advisors LLC
N/A—13,225-13,225-100%$1.8M———
Lifeworks Advisors, LLC
N/A—13,057-13,057-100%$1.8M———
Empower Advisory Group, LLC
N/A—12,996-12,996-100%$1.8M———
Storen Legacy Partners, LLC
N/A—12,922-12,922-100%$1.8M———
Tulsa Wealth Advisors, Inc
N/A—12,899-12,899-100%$1.8M———
Simmons Bank
N/A—12,834-12,834-100%$1.8M———
CVA Family Office, LLC
N/A—12,615-12,615-100%$1.7M———
Main Street Financial Solutions, LLC
N/A—12,401-12,401-100%$1.7M———
Intrust Bank NA
N/A—12,112-12,112-100%$1.7M———
Talisman Wealth Advisors LLC
N/A—12,089-12,089-100%$1.7M———
Tripletail Wealth Management, LLC
N/A—12,071-12,071-100%$1.6M———
Becker Capital Management Inc
N/A—11,943-11,943-100%$1.6M———
Johnson Financial Group, Inc.
N/A—11,756-11,756-100%$1.6M———
Fortis Capital Advisors, LLC
N/A—11,682-11,682-100%$1.6M———
Texas Yale Capital Corp.
N/A—11,600-11,600-100%$1.6M———
Xcelsior Advisor Partners LLC
N/A—11,490-11,490-100%$1.6M———
Park Place Capital Corp
N/A—11,437-11,437-100%$1.6M———
Squarepoint Ops LLC
N/A—11,372-11,372-100%$1.6M———
Wealth Watch Advisors, Inc
N/A—11,330-11,330-100%$1.6M———
Integrated Investment Consultants, LLC
N/A—11,314-11,314-100%$1.6M———
JDM Financial Group LLC
N/A—11,300-11,300-100%$1.6M———
Rothschild Investment LLC
N/A—11,275-11,275-100%$1.6M———
Highview Capital Management LLC
N/A—11,252-11,252-100%$1.5M———
Beacon Bridge Wealth Partners, LLC
N/A—11,089-11,089-100%$1.5M———
Vident Advisory, LLC
N/A—11,072-11,072-100%$1.5M———
Tiemann Investment Advisors, LLC
N/A—11,062-11,062-100%$1.5M———
Columbia River Financial Group, LLC
N/A—11,030-11,030-100%$1.5M———
Consilio Wealth Advisors, LLC
N/A—10,951-10,951-100%$1.5M———
Institute for Wealth Management, Llc.
N/A—10,923-10,923-100%$1.5M———
Azimuth Capital Investment Management LLC
N/A—10,892-10,892-100%$1.5M———
Oxinas Partners, LLC
N/A—10,829-10,829-100%$1.5M———
Daybright Advisory Services, Inc.
N/A—10,827-10,827-100%$1.5M———
Hollencrest Capital Management
N/A—10,645-10,645-100%$1.5M———
LaSalle St. Investment Advisors, LLC
N/A—10,535-10,535-100%$1.4M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—10,456-10,456-100%$1.4M———
Koss-Olinger Consulting, LLC
N/A—10,274-10,274-100%$1.4M———
Pure Financial Advisors, LLC
N/A—10,237-10,237-100%$1.4M———
Seeds Investor LLC
N/A—10,234-10,234-100%$1.4M———
OFC Financial Planning, LLC
N/A—10,233-10,233-100%$1.4M———
Pacific SUN Financial Corp
N/A—10,208-10,208-100%$1.4M———
Ritter Daniher Financial Advisory LLC / de
N/A—10,201-10,201-100%$1.4M———
Brookwood Investment Group LLC
N/A—10,153-10,153-100%$1.4M———
Chilton Investment Co Inc.
N/A—9,868-9,868-100%$1.4M———
SK Wealth Management, LLC
N/A—9,867-9,867-100%$1.4M———
Waterloo Capital, L.P.
N/A—9,848-9,848-100%$1.4M———
Brasada Capital Management, LP
N/A—9,813-9,813-100%$1.3M———
Atlantic Union Bankshares Corp
N/A—9,744-9,744-100%$1.3M———
Eaton-Cambridge Inc.
N/A—9,739-9,739-100%$1.3M———
Magnolia Private Wealth, LLC
N/A—9,636-9,636-100%$1.3M———
Lakeridge Wealth Management LLC
N/A—9,550-9,550-100%$1.3M———
Canal Capital Management, LLC
N/A—9,509-9,509-100%$1.3M———
Sage Financial Management Group, Inc.
N/A—9,474-9,474-100%$1.3M———
CNB Bank
N/A—9,400-9,400-100%$1.3M———
Ironwood Investment Counsel, LLC
N/A—9,389-9,389-100%$1.3M———
Empirical Asset Management, LLC
N/A—9,337-9,337-100%$1.3M———
Seneca House Advisors
N/A—9,304-9,304-100%$1.3M———
Petix & Botte Co
N/A—9,298-9,298-100%$1.3M———
Pacific Point Advisors, LLC
N/A—9,200-9,200-100%$1.3M———
Beacon Investment Advisors LLC
N/A—9,200-9,200-100%$1.3M———
Gallagher Fiduciary Advisors, LLC
N/A—9,144-9,144-100%$1.3M———
Nuveen, LLC
N/A—9,103-9,103-100%$1.3M———
SageView Advisory Group, LLC
N/A—8,786-8,786-100%$1.2M———
Pitcairn Wealth Advisors LLC
N/A—8,704-8,704-100%$1.2M———
HighPoint Advisor Group LLC
N/A—8,606-8,606-100%$1.2M———
Bcgm Wealth Management, LLC
N/A—8,572-8,572-100%$1.2M———
Deutsche Bank Ag\
N/A—8,521-8,521-100%$1.2M———
Sound View Wealth Advisors Group, LLC
N/A—8,363-8,363-100%$1.2M———
Victory Capital Management Inc
N/A—8,359-8,359-100%$1.1M———
FFT Wealth Management LLC
N/A—8,313-8,313-100%$1.1M———
Clark Capital Management Group, Inc.
N/A—8,217-8,217-100%$1.1M———
American Financial Advisors, LLC
N/A—8,065-8,065-100%$1.1M———
Gamco Investors, Inc. ET AL
N/A—8,000-8,000-100%$1.1M———
Shepherd Kaplan Krochuk, LLC
N/A—7,939-7,939-100%$1.1M———
Kiley Juergens Wealth Management, LLC
N/A—7,851-7,851-100%$1.1M———
Independent Advisor Alliance
N/A—7,846-7,846-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,771-7,771-100%$1.1M———
Tidemark, LLC
N/A—7,611-7,611-100%$1.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,567-7,567-100%$1.0M———
Stratos Investment Management, LLC
N/A—7,485-7,485-100%$1.0M———
FLP Wealth Management, LLC
N/A—7,440-7,440-100%$1.0M———
Coastal Bridge Advisors, LLC
N/A—7,407-7,407-100%$1.0M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—7,354-7,354-100%$1.0M———
Game Plan Financial Advisors, LLC
N/A—7,346-7,346-100%$1.0M———
Farmers National Bank
N/A—7,332-7,332-100%$1.0M———
All Terrain Financial Advisors, LLC
N/A—7,318-7,318-100%$1.0M———
CFO4Life Group, LLC
N/A—7,317-7,317-100%$1.0M———
Meridian Management Co
N/A—7,272-7,272-100%$1.0M———
Brand Asset Management Group, Inc.
N/A—7,243-7,243-100%$996.2K———
Vanguard Advisers Inc
N/A—7,243-7,243-100%$996.1K———
Capital Group Private Client Services, Inc.
N/A—7,216-7,216-100%$992.4K———
NCM Capital Management, LLC
N/A—7,200-7,200-100%$990.2K———
One Wealth Management Investment & Advisory Services, LLC
N/A—7,196-7,196-100%$989.7K———
Federation des caisses Desjardins du Quebec
N/A—7,155-7,155-100%$984.0K———
Fidelis Capital Partners, LLC
N/A—7,119-7,119-100%$979.1K———
Sfmg, LLC
N/A—7,111-7,111-100%$978.0K———
Vigil Wealth Management, LLC
N/A—7,091-7,091-100%$975.2K———
Chancellor Financial Group WB LP
N/A—7,074-7,074-100%$972.9K———
Bank of the Bluegrass & Trust Co.
N/A—7,065-7,065-100%$1.0M———
Legend Capital Advisors LLC
N/A—7,020-7,020-100%$965.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—7,015-7,015-100%$964.7K———
Stock Yards Bank & Trust Co
N/A—6,996-6,996-100%$962.2K———
Davis R M Inc
N/A—6,991-6,991-100%$961.5K———
Harvey Capital Management Inc
N/A—6,975-6,975-100%$959.3K———
Catalyst Financial Partners LLC
N/A—6,845-6,845-100%$941.4K———
Geometric Wealth Advisors
N/A—6,832-6,832-100%$939.6K———
Moors & Cabot, Inc.
N/A—6,800-6,800-100%$935.2K———
Castle Wealth Management LLC
N/A—6,726-6,726-100%$925.0K———
Van Hulzen Asset Management, LLC
N/A—6,653-6,653-100%$915.0K———
VestGen Investment Management
N/A—6,629-6,629-100%$911.7K———
Dimension Capital Management LLC
N/A—6,490-6,490-100%$892.6K———
First National Bank & Trust Co of Newtown
N/A—6,424-6,424-100%$868.8K———
Annandale Capital, LLC
N/A—6,412-6,412-100%$882.0K———
Dakota Wealth Management
N/A—6,395-6,395-100%$879.5K———
Baker Avenue Asset Management, LP
N/A—6,383-6,383-100%$877.9K———
Pinnacle Family Advisors, LLC
N/A—6,352-6,352-100%$873.6K———
ProVise Management Group, LLC
N/A—6,348-6,348-100%$873.0K———
Mitchell Mcleod Pugh & Williams Inc
N/A—6,347-6,347-100%$872.9K———
Meramec Financial Planners, LLC
N/A—6,334-6,334-100%$838.2K———
Advisory Alpha, LLC
N/A—6,321-6,321-100%$869.5K———
Wimmer Associates 1, LLC
N/A—6,300-6,300-100%$866.4K———
Monograph Wealth Advisors, LLC
N/A—6,256-6,256-100%$860.4K———
Berger Financial Group, Inc
N/A—6,221-6,221-100%$855.6K———
Wick Capital Partners, LLC
N/A—6,138-6,138-100%$844.2K———
Legacy Edge Advisors, LLC
N/A—6,135-6,135-100%$843.7K———
New Republic Capital, LLC
N/A—6,130-6,130-100%$843.1K———
Manning & Napier Advisors LLC
N/A—6,114-6,114-100%$829.1K———
Brio Consultants, LLC
N/A—6,111-6,111-100%$840.5K———
Keel Point, LLC
N/A—6,110-6,110-100%$840.3K———
SG Americas Securities, LLC
N/A—6,102-6,102-100%$839.0K———
Solano Wealth Investment Advisors LLC
N/A—5,931-5,931-100%$815.7K———
Atlas Capital Advisors Inc.
N/A—5,903-5,903-100%$811.8K———
Scotia Capital Inc.
N/A—5,889-5,889-100%$810.0K———
Fiduciary Trust Co
N/A—5,877-5,877-100%$808.3K———
Wealthquest Corp
N/A—5,846-5,846-100%$804.0K———
Tortoise Investment Management, LLC
N/A—5,726-5,726-100%$787.6K———
Caprock Group, LLC
N/A—5,639-5,639-100%$775.6K———
Conservest Capital Advisors, Inc.
N/A—5,594-5,594-100%$769.3K———
Staley Capital Advisers Inc
N/A—5,534-5,534-100%$761.1K———
Disciplined Investments, LLC
N/A—5,518-5,518-100%$758.9K———
TFO Wealth Partners, LLC
N/A—5,487-5,487-100%$754.6K———
Bank of Nova Scotia
N/A—5,280-5,280-100%$726.2K———
Clarendon Private LLC
N/A—5,260-5,260-100%$723.4K———
Oakwell Private Wealth Management, LLC
N/A—5,240-5,240-100%$720.7K———
Eldridge Investment Advisors, Inc.
N/A—5,200-5,200-100%$715.2K———
Sequent Planning LLC
N/A—5,190-5,190-100%$713.8K———
Planning Center, Inc.
N/A—5,136-5,136-100%$706.4K———
Old North State Trust, LLC
N/A—5,083-5,083-100%$699.0K———
Garrison Point Advisors, LLC
N/A—5,028-5,028-100%$691.5K———
GenTrust, LLC
N/A—5,000-5,000-100%$687.7K———
Silvant Capital Management LLC
N/A—4,955-4,955-100%$681.5K———
Tiaa Trust, National Association
N/A—4,907-4,907-100%$674.9K———
Genesis Wealth Advisors, LLC
N/A—4,869-4,869-100%$669.6K———
Front Row Advisors LLC
N/A—4,852-4,852-100%$683.5K———
WNY Asset Management, LLC
N/A—4,808-4,808-100%$661.2K———
Family Manage LLC
N/A—4,750-4,750-100%$653.3K———
Oxford Wealth Group, LLC
N/A—4,727-4,727-100%$650.2K———
Seascape Capital Management
N/A—4,716-4,716-100%$649.0K———
Francis Financial, Inc.
N/A—4,675-4,675-100%$643.0K———
McLean Asset Management Corp
N/A—4,673-4,673-100%$632.0K———
PSI Advisors, LLC
N/A—4,662-4,662-100%$641.2K———
Elm Partners Management LLC
N/A—4,648-4,648-100%$639.2K———
New World Advisors LLC
N/A—4,613-4,613-100%$634.4K———
Condor Capital Management
N/A—4,597-4,597-100%$632.3K———
One Capital Management, LLC
N/A—4,595-4,595-100%$519.7K———
Hyundai Investments Co., Ltd.
N/A—4,551-4,551-100%$617.1K———
Pine Valley Investments Ltd Liability Co
N/A—4,543-4,543-100%$624.8K———
Loomis Sayles & Co L P
N/A—4,540-4,540-100%$624.4K———
Fort Point Capital Partners LLC
N/A—4,444-4,444-100%$611.2K———
Ellevest, Inc.
N/A—4,436-4,436-100%$556.4K———
Money Concepts Capital Corp
N/A—4,393-4,393-100%$604.2K———
Keystone Financial Group
N/A—4,374-4,374-100%$601.5K———
VeraBank, N.A.
N/A—4,362-4,362-100%$599.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—4,358-4,358-100%$599.9K———
Oak Wealth Advisors LLC
N/A—4,325-4,325-100%$594.8K———
Novus Advisors, LLC
N/A—4,309-4,309-100%$592.6K———
Arrowroot Family Office, LLC
N/A—4,226-4,226-100%$581.2K———
Bank OZK
N/A—4,166-4,166-100%$572.9K———
Bogart Wealth, LLC
N/A—4,159-4,159-100%$572.0K———
Tradewinds, Llc.
N/A—4,134-4,134-100%$849.5K———
Ethos Financial Group, LLC
N/A—4,130-4,130-100%$555.1K———
Dana Investment Advisors, Inc.
N/A—4,110-4,110-100%$565.2K———
MWA Asset Management
N/A—4,017-4,017-100%$552.4K———
Accretive Wealth Partners, LLC
N/A—3,975-3,975-100%$546.7K———
Glen Eagle Advisors, LLC
N/A—3,956-3,956-100%$544.0K———
AssuredPartners Investment Advisors, LLC
N/A—3,945-3,945-100%$542.6K———
Impact Partnership Wealth, LLC
N/A—3,943-3,943-100%$542.3K———
SOA Wealth Advisors, Llc.
N/A—3,943-3,943-100%$542.3K———
Little House Capital LLC
N/A—3,913-3,913-100%$538.2K———
IFC Advisors LLC
N/A—3,912-3,912-100%$538.0K———
Glassman Wealth Services
N/A—3,843-3,843-100%$528.5K———
Allium Financial Advisors, LLC
N/A—3,786-3,786-100%$520.7K———
W1m Asset Management Ltd
N/A—3,781-3,781-100%$520.0K———
ST Germain D J Co Inc
N/A—3,773-3,773-100%$518.9K———
Capital Asset Managemnet, LLC
N/A—3,769-3,769-100%$518.4K———
Sachetta, LLC
N/A—3,764-3,764-100%$517.6K———
Monetary Management Group Inc
N/A—3,750-3,750-100%$515.7K———
Napier Financial, LLC
N/A—3,736-3,736-100%$513.8K———
Kirtland Hills Capital Management, LLC
N/A—3,688-3,688-100%$507.2K———
First American Trust, FSB
N/A—3,680-3,680-100%$506.1K———
Community Bank, N.A.
N/A—3,645-3,645-100%$501.3K———
Legacy Trust
N/A—3,642-3,642-100%$500.9K———
Westwood Holdings Group Inc
N/A—3,635-3,635-100%$499.9K———
Genesis Financial Group, LLC
N/A—3,593-3,593-100%$494.1K———
Cozad Asset Management Inc
N/A—3,585-3,585-100%$493.0K———
Fiduciary Financial Advisors
N/A—3,559-3,559-100%$489.4K———
HFG Advisors, Inc.
N/A—3,552-3,552-100%$488.5K———
Keating Financial Advisory Services, Inc.
N/A—3,543-3,543-100%$487.3K———
Aurdan Capital Management, LLC
N/A—3,530-3,530-100%$485.5K———
Partners in Financial Planning
N/A—3,510-3,510-100%$482.7K———
Evolve Private Wealth, LLC
N/A—3,475-3,475-100%$477.9K———
Quent Capital, LLC
N/A—3,471-3,471-100%$477.4K———
Harvest Investment Services, LLC
N/A—3,451-3,451-100%$474.6K———
Peak Retirement Planning, Inc.
N/A—3,441-3,441-100%$473.2K———
Legacy Capital Group California, Inc.
N/A—3,429-3,429-100%$471.6K———
Whalerock Point Partners, LLC
N/A—3,426-3,426-100%$471.2K———
Ingalls & Snyder LLC
N/A—3,409-3,409-100%$469.0K———
Crux Wealth Advisors
N/A—3,404-3,404-100%$468.1K———
Integrity Wealth Solutions LLC
N/A—3,404-3,404-100%$468.1K———
Portland Global Advisors LLC
N/A—3,395-3,395-100%$466.9K———
Mountain Capital Investment Advisors Inc.
N/A—3,393-3,393-100%$466.7K———
Manhattan West Asset Management, LLC
N/A—3,383-3,383-100%$465.3K———
Petra Financial Advisors Inc
N/A—3,383-3,383-100%$465.3K———
Smith, Moore & Co.
N/A—3,380-3,380-100%$464.8K———
Hilltop Holdings Inc.
N/A—3,333-3,333-100%$458.4K———
N.E.W. Advisory Services LLC
N/A—3,297-3,297-100%$453.4K———
Black Swift Group, LLC
N/A—3,256-3,256-100%$447.8K———
Klcm Advisors, Inc.
N/A—3,244-3,244-100%$446.1K———
Barnes Pettey Financial Advisors, LLC
N/A—3,229-3,229-100%$444.1K———
Meeder Advisory Services, Inc.
N/A—3,225-3,225-100%$443.5K———
Tailwinds Wealth, LLC
N/A—3,205-3,205-100%$440.8K———
Roble, Belko & Company, Inc
N/A—3,196-3,196-100%$440.0K———
Select Asset Management & Trust
N/A—3,162-3,162-100%$435.0K———
Colonial Trust Advisors
N/A—3,143-3,143-100%$432.2K———
Prasad Wealth Partners, LLC
N/A—3,127-3,127-100%$430.1K———
Ascension Capital Advisors, Inc.
N/A—3,103-3,103-100%$426.8K———
IMA Advisory Services, Inc.
N/A—3,055-3,055-100%$420.3K———
Beaton Management Co. Inc.
N/A—3,045-3,045-100%$419.0K———
L & S Advisors Inc
N/A—3,045-3,045-100%$418.8K———
Winslow Capital Management, LLC
N/A—3,008-3,008-100%$413.7K———
1776 Wealth LLC
N/A—3,000-3,000-100%$412.6K———
Van Diest Capital, LLC
N/A—2,990-2,990-100%$411.2K———
Mosaic Family Wealth Partners, LLC
N/A—2,971-2,971-100%$408.7K———
Quantbot Technologies LP
N/A—2,946-2,946-100%$405.2K———
Capital Advisor Network LLC
N/A—2,938-2,938-100%$404.1K———
Three Cord True Wealth Management, LLC
N/A—2,867-2,867-100%$394.3K———
Hantz Financial Services, Inc.
N/A—2,860-2,860-100%$393.0K———
Drive Wealth Management, LLC
N/A—2,849-2,849-100%$391.8K———
Forum Finance Group S.A.
N/A—2,846-2,846-100%$316———
Summit Wealth Partners, LLC
N/A—2,833-2,833-100%$389.6K———
Nalls Sherbakoff Group, LLC
N/A—2,808-2,808-100%$386.2K———
Delta Investment Management, LLC
N/A—2,801-2,801-100%$385.2K———
M3 Advisory Group, LLC
N/A—2,780-2,780-100%$382.4K———
Sargent Investment Group, LLC
N/A—2,775-2,775-100%$381.6K———
Balyasny Asset Management L.P.
N/A—2,772-2,772-100%$381.2K———
Strathmore Capital Advisors, Inc.
N/A—2,767-2,767-100%$377.3K———
Wealthfront Advisers LLC
N/A—2,767-2,767-100%$380.5K———
Blue Chip Partners, LLC
N/A—2,747-2,747-100%$377.7K———
Plum Street Advisors, LLC
N/A—2,741-2,741-100%$377.0K———
Truvestments Capital LLC
N/A—2,736-2,736-100%$376.2K———
Kavar Capital Partners Group, LLC
N/A—2,718-2,718-100%$373.8K———
JAG Capital Management, LLC
N/A—2,708-2,708-100%$372.4K———
Rockbridge Investment Management, LCC
N/A—2,703-2,703-100%$371.7K———
Talon Private Wealth, LLC
N/A—2,699-2,699-100%$371.2K———
Strategic Financial Services, Inc.
N/A—2,699-2,699-100%$371.2K———
CIM, LLC
N/A—2,680-2,680-100%$368.6K———
New Age Alpha Advisors, LLC
N/A—2,662-2,662-100%$366.1K———
Barr E S & Co
N/A—2,620-2,620-100%$360.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,616-2,616-100%$359.0K———
SAM Advisors, LLC
N/A—2,567-2,567-100%$353.0K———
Schrum Private Wealth Management LLC
N/A—2,564-2,564-100%$237.3K———
Octavia Wealth Advisors, LLC
N/A—2,543-2,543-100%$349.7K———
Mairs & Power Inc
N/A—2,509-2,509-100%$345.1K———
Marble Wealth, LLC
N/A—2,508-2,508-100%$344.9K———
Ellenbecker Investment Group
N/A—2,507-2,507-100%$344.8K———
Affinity Wealth Management LLC
N/A—2,488-2,488-100%$342.1K———
Bearing Point Capital, LLC
N/A—2,486-2,486-100%$341.9K———
Zuckerman Investment Group, LLC
N/A—2,485-2,485-100%$341.8K———
Marietta Investment Partners LLC
N/A—2,485-2,485-100%$341.8K———
Palouse Capital Management, Inc.
N/A—2,480-2,480-100%$341.1K———
Cape ANN Savings Bank
N/A—2,476-2,476-100%$340.5K———
Navalign, LLC
N/A—2,451-2,451-100%$337.1K———
Fairview Capital Investment Management, LLC
N/A—2,451-2,451-100%$337.1K———
Windsor Advisory Group, LLC
N/A—2,420-2,420-100%$332.8K———
Everest Private Wealth
N/A—2,408-2,408-100%$331.2K———
Resources Management Corp
N/A—2,404-2,404-100%$330.6K———
Crews Bank & Trust
N/A—2,390-2,390-100%$328.7K———
Alpha Financial Partners LLC
N/A—2,389-2,389-100%$328.6K———
Melfa Wealth Management, Inc.
N/A—2,375-2,375-100%$326.6K———
Greykasell Wealth Strategies, Inc.
N/A—2,346-2,346-100%$322.6K———
OneAscent Financial Services LLC
N/A—2,338-2,338-100%$321.5K———
Fortis Advisors, LLC
N/A—2,316-2,316-100%$318.5K———
Walsh & Associates, LLC
N/A—2,310-2,310-100%$317.7K———
Mathes Company, Inc.
N/A—2,300-2,300-100%$316.0K———
Empowered Funds, LLC
N/A—2,294-2,294-100%$315.5K———
Jaffetilchin Investment Partners, LLC
N/A—2,291-2,291-100%$315.1K———
Chesapeake Wealth Management
N/A—2,260-2,260-100%$310.8K———
Astoria Portfolio Advisors Llc.
N/A—2,239-2,239-100%$308.0K———
Everpar Advisors LLC
N/A—2,229-2,229-100%$306.6K———
Summit Wealth Group, LLC
N/A—2,223-2,223-100%$305.7K———
Evernest Financial Advisors, LLC
N/A—2,186-2,186-100%$300.6K———
SHP Wealth Management
N/A—2,180-2,180-100%$299.8K———
CarsonAllaria Wealth Management, Ltd.
N/A—2,176-2,176-100%$299.3K———
Steigerwald, Gordon & Koch Inc.
N/A—2,151-2,151-100%$295.9K———
Colonial Trust Co / SC
N/A—2,139-2,139-100%$294.2K———
Guardian Wealth Advisors, LLC / NC
N/A—2,134-2,134-100%$293.5K———
Menard Financial Group LLC
N/A—2,129-2,129-100%$292.8K———
Allred Capital Management, LLC
N/A—2,126-2,126-100%$292.4K———
Performance Wealth Partners, LLC
N/A—2,124-2,124-100%$292.1K———
Chevy Chase Trust Holdings, LLC
N/A—2,105-2,105-100%$289.5K———
Bragg Financial Advisors, Inc
N/A—2,090-2,090-100%$287.4K———
Kintra Wealth, LLC
N/A—2,035-2,035-100%$290.0K———
Cambient Family Office, LLC
N/A—2,021-2,021-100%$277.9K———
Stelac Advisory Services LLC
N/A—2,000-2,000-100%$275.1K———
Edgestream Partners, L.P.
N/A—1,992-1,992-100%$274.0K———
Delos Wealth Advisors, LLC
N/A—1,992-1,992-100%$274.0K———
Beaird Harris Wealth Management, LLC
N/A—1,982-1,982-100%$272.6K———
Red Door Wealth Management, LLC
N/A—1,972-1,972-100%$271.2K———
Jennison Associates LLC
N/A—1,971-1,971-100%$271.0K———
NorthStar Asset Management LLC
N/A—1,963-1,963-100%$269.9K———
VSM Wealth Advisory, LLC
N/A—1,951-1,951-100%$268.4K———
Tidal Investments LLC
N/A—1,946-1,946-100%$267.6K———
Wellington Grp LLC
N/A—1,933-1,933-100%$218.6K———
Jupiter Topco LLC
N/A—1,910-1,910-100%$262.7K———
Zions Bancorporation, National Association
N/A—1,894-1,894-100%$260.5K———
Natural Investments, LLC
N/A—1,890-1,890-100%$259.0K———
First Manhattan Co. Llc.
N/A—1,865-1,865-100%$256.5K———
Forum Private Client Group LLC
N/A—1,853-1,853-100%$254.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,851-1,851-100%$254.6K———
Falcon Wealth Planning
N/A—1,830-1,830-100%$251.7K———
Aventura Private Wealth, LLC
N/A—1,815-1,815-100%$249.6K———
Cardiff Park Advisors, LLC
N/A—1,795-1,795-100%$246.9K———
Schnieders Capital Management, Llc.
N/A—1,775-1,775-100%$244.1K———
Klingenstein Fields & Co LP
N/A—1,765-1,765-100%$242.7K———
Imprint Wealth LLC
N/A—1,756-1,756-100%$241.5K———
Swisher Financial Concepts, Inc.
N/A—1,738-1,738-100%$239.1K———
Denver Wealth Management, Inc.
N/A—1,720-1,720-100%$236.6K———
Capstone Financial Advisors, Inc.
N/A—1,719-1,719-100%$236.5K———
Strategic Wealth Partners, Ltd.
N/A—1,718-1,718-100%$236.3K———
Maxele Advisors, LLC
N/A—1,715-1,715-100%$235.9K———
FSA Advisors, Inc.
N/A—1,700-1,700-100%$233.8K———
Sankala Group LLC
N/A—1,691-1,691-100%$236.0K———
Freedom Investment Management, Inc.
N/A—1,681-1,681-100%$231.2K———
Wealthspire Retirement, LLC
N/A—1,676-1,676-100%$230.5K———
Guardian Capital, LLC
N/A—1,673-1,673-100%$230.2K———
Pointe Capital Management LLC
N/A—1,656-1,656-100%$227.8K———
Elevation Advisory Partners LLC
N/A—1,644-1,644-100%$221.5K———
OneAscent Wealth Management LLC
N/A—1,642-1,642-100%$225.8K———
Biondo Investment Advisors, LLC
N/A—1,634-1,634-100%$224.7K———
Vienna Asset Management LLC
N/A—1,615-1,615-100%$222.1K———
Arkos Global Advisors
N/A—1,613-1,613-100%$222.0K———
Compass Capital Corp
N/A—1,603-1,603-100%$227.5K———
Harbour Investment Management LLC
N/A—1,600-1,600-100%$220.0K———
Parkwoods Wealth Partners, LLC
N/A—1,593-1,593-100%$219.1K———
Stonebridge Financial Group, LLC
N/A—1,561-1,561-100%$214.0K———
Nova Wealth Management, Inc.
N/A—1,545-1,545-100%$212.5K———
Sand Hill Global Advisors, LLC
N/A—1,526-1,526-100%$209.9K———
Novak & Powell Financial Services, Inc.
N/A—1,518-1,518-100%$208.8K———
NI Acquisitions Company, LLC
N/A—1,505-1,505-100%$207.0K———
Dunhill Financial, LLC
N/A—1,502-1,502-100%$206.7K———
Element Wealth, LLC
N/A—1,499-1,499-100%$206.2K———
Florida Financial Advisors, LLC
N/A—1,491-1,491-100%$205.1K———
WJ Financial Advisors LLC
N/A—1,487-1,487-100%$204.5K———
Private Capital Management, LLC
N/A—1,487-1,487-100%$204.5K———
Thoroughbred Financial Services, LLC
N/A—1,485-1,485-100%$204.0K———
Precision Wealth Strategies, LLC
N/A—1,473-1,473-100%$202.6K———
Gross & Hartman Investments LLC
N/A—1,470-1,470-100%$202.2K———
Stonebridge Capital Advisors LLC
N/A—1,469-1,469-100%$202.0K———
BlackDiamond Wealth Management, LLC
N/A—1,466-1,466-100%$207.8K———
First National Advisers, LLC
N/A—1,466-1,466-100%$201.6K———
Ameriflex Group, Inc.
N/A—1,465-1,465-100%$201.5K———
Waddell & Associates, LLC
N/A—1,457-1,457-100%$200.4K———
Safe Harbor Family Capital, LLC
N/A—1,454-1,454-100%$200.0K———
ESL Trust Services, LLC
N/A—1,429-1,429-100%$196.5K———
Atlantic Private Wealth, LLC
N/A—1,416-1,416-100%$194.7K———
BankPlus Trust Department
N/A—1,360-1,360-100%$187.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,328-1,328-100%$166.4K———
Basepoint Wealth LLC
N/A—1,214-1,214-100%$167.0K———
Clearstead Trust, LLC
N/A—1,168-1,168-100%$160.6K———
Mpwm Advisory Solutions, LLC
N/A—1,092-1,092-100%$150.2K———
Kerr Financial Planning Corp
N/A—1,047-1,047-100%$144.0K———
Horizon Investments, LLC
N/A—1,022-1,022-100%$140.6K———
Anchor Investment Management, LLC
N/A—1,009-1,009-100%$138.7K———
CoreFirst Bank & Trust
N/A—956-956-100%$131.5K———
Motco
N/A—920-920-100%$126.5K———
SouthState Bank Corp
N/A—917-917-100%$126.1K———
Rice Partnership, LLC
N/A—886-886-100%$121.9K———
Black Cypress Capital Management, LLC
N/A—839-839-100%$115.3K———
Burnham & Co LLC
N/A—800-800-100%$110.0K———
Collier Financial
N/A—782-782-100%$107.5K———
Ballast Advisors LLC
N/A—774-774-100%$106.4K———
Corsicana & Co.
N/A—736-736-100%$101.2K———
PIN OAK Investment Advisors Inc
N/A—704-704-100%$97.0K———
HHM Wealth Advisors, LLC
N/A—689-689-100%$94.8K———
Lazard Asset Management LLC
N/A—640-640-100%$88.0K———
IAG Wealth Partners, LLC
N/A—625-625-100%$86.0K———
Strategic Wealth Advisors LLC
N/A—610-610-100%$75———
Tiaa Wealth Investment Management LLC
N/A—601-601-100%$81.5K———
Strive Financial Group,LLC
N/A—595-595-100%$81.8K———
JPL Wealth Management, LLC
N/A—581-581-100%$79.9K———
HighMark Wealth Management LLC
N/A—570-570-100%$78.3K———
Graney & King, LLC
N/A—567-567-100%$78.0K———
Financial Life Planners
N/A—548-548-100%$75.4K———
Addison Advisors LLC
N/A—545-545-100%$75.0K———
Frazier Financial Advisors, LLC
N/A—544-544-100%$74.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—536-536-100%$73.7K———
Cordant, Inc.
N/A—525-525-100%$72.2K———
Atomic Invest LLC
N/A—497-497-100%$67.4K———
C M Bidwell & Associates LTD
N/A—452-452-100%$62.2K———
Morgan Dempsey Capital Management LLC
N/A—400-400-100%$55.0K———
Copia Wealth Management
N/A—368-368-100%$50.6K———
Bellevue Asset Management, LLC
N/A—357-357-100%$49.1K———
Darwin Wealth Management, LLC
N/A—336-336-100%$46.2K———
Ogorek Anthony Joseph
N/A—328-328-100%$45.0K———
Providence Capital Advisors, LLC
N/A—324-324-100%$44.6K———
Innovative Asset Advisors Group, LLC
N/A—324-324-100%$44.6K———
Regatta Research & Money Management
N/A—323-323-100%$44.4K———
Measured Wealth Private Client Group, LLC
N/A—302-302-100%$41.5K———
Chesapeake Asset Management LLC
N/A—276-276-100%$38.0K———
Boreal Capital Management LLC
N/A—270-270-100%$37.1K———
Fourth Dimension Wealth, LLC
N/A—235-235-100%$32.3K———
Centennial Bank
N/A—234-234-100%$32.2K———
Investment Counsel Co of Nevada
N/A—229-229-100%$31.5K———
Howe & Rusling Inc
N/A—214-214-100%$29.4K———
Benson Wealth Management Inc
N/A—184-184-100%$25.3K———
Timmons Wealth Management, LLC
N/A—161-161-100%$22.1K———
Punch & Associates Investment Management, Inc.
N/A—146-146-100%$20.1K———
Cheviot Value Management, LLC
N/A—141-141-100%$19.4K———
Financial Gravity Companies, Inc.
N/A—139-139-100%$19.1K———
Dogwood Wealth Management LLC
N/A—137-137-100%$18.8K———
Field & Main Bank
N/A—128-128-100%$17.6K———
MRP Capital Investments, LLC
N/A—126-126-100%$17.3K———
Mcguire Capital Advisors Inc
N/A—102-102-100%$14.0K———
Bruce G. Allen Investments, LLC
N/A—84-84-100%$11.6K———
Ankerstar Wealth, LLC
N/A—81-81-100%$11.1K———
Caitlin John, LLC
N/A—77-77-100%$10.6K———
Paladin Advisory Group, LLC
N/A—65-65-100%$8.9K———
Medallion Wealth Advisors, LLC
N/A—64-64-100%$8.8K———
Richard W. Paul & Associates, LLC
N/A—51-51-100%$7.0K———
Minot DeBlois Advisors LLC
N/A—50-50-100%$6.9K———
Hamrick Investment Counsel, llc
N/A—50-50-100%$6.9K———
Chelsea Counsel Co
N/A—46-46-100%$6.3K———
Timbuktu Capital Management, LLC
N/A—24-24-100%$3.3K———
Pursuit Wealth Strategies, LLC
N/A—24-24-100%$3.3K———
Kiker Wealth Management, LLC
N/A—21-21-100%$2.9K———
Marshall Investment Management, LLC
N/A—20-20-100%$2.8K———
Orion Capital Management LLC
N/A—17-17-100%$2.3K———
Showing 2219 of 2219 institutions