IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares S&P 500 Value ETF (IVE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares2,252,447 from 2,129,638
Change+122,809 (+6%)
Value$514.2M (+$30.6M)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares1,816,354 from 1,811,031
Change+5,323 (+0%)
Value$414.6K (-$410.8M)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,337,265 from 1,255,289
Change+81,976 (+7%)
Value$305.3M (+$20.2M)
Filed 2026-10-27
Sofi Wealth, LLC
INCREASED
Shares1,068,052 from 1,038,423
Change+29,629 (+3%)
Value$243.8M (+$8.0M)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares1,032,312 from 970,074
Change+62,238 (+6%)
Value$235.7M (+$15.4M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares764,668 from 976,621
Change-211,953 (-22%)
Value$174.6M (-$47.2M)
Filed 2026-11-02
JB Capital LLC
INCREASED
Shares670,210 from 663,124
Change+7,086 (+1%)
Value$153.0M (+$2.4M)
Filed 2026-10-19
Calamos Wealth Management LLC
INCREASED
Shares615,155 from 606,356
Change+8,799 (+1%)
Value$140.4M (+$2.7M)
Filed 2026-11-02
LVZ, Inc.
DECREASED
Shares574,879 from 575,983
Change-1,104 (0%)
Value$131.2M (+$450.7K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares567,435 from 535,693
Change+31,742 (+6%)
Value$129.5K (-$121.5M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares540,689 from 376,285
Change+164,404 (+44%)
Value$123.4M (+$38.0M)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares511,966 from 528,705
Change-16,739 (-3%)
Value$116.9M (-$3.2M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares422,842 from 422,037
Change+805 (+0%)
Value$96.5M (+$698.5K)
Filed 2026-10-30
Home Federal Bank of Tennessee
DECREASED
Shares381,898 from 386,538
Change-4,640 (-1%)
Value$87.2M (-$588.1K)
Filed 2026-10-15
Encompass Wealth Advisors, LLC
INCREASED
Shares355,202 from 173,558
Change+181,644 (+105%)
Value$81.1M (+$41.7M)
Filed 2026-10-15
Ascent Group, LLC
INCREASED
Shares347,602 from 342,445
Change+5,157 (+2%)
Value$79.4M (+$1.6M)
Filed 2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares342,504 from 369,816
Change-27,312 (-7%)
Value$78.2M (-$5.8M)
Filed 2026-10-14
Triad Wealth Partners, LLC
INCREASED
Shares340,388 from 314,821
Change+25,567 (+8%)
Value$77.7M (+$4.3M)
Filed 2026-10-26
Probity Advisors, Inc.
DECREASED
Shares297,679 from 297,845
Change-166 (0%)
Value$68.0M (+$325.4K)
Filed 2026-10-23
Courier Capital LLC
DECREASED
Shares290,525 from 295,652
Change-5,127 (-2%)
Value$66.3M (-$809.6K)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares287,002 from 289,895
Change-2,893 (-1%)
Value$65.6M (-$261.0K)
Filed 2026-11-05
Kestra Investment Management, LLC
DECREASED
Shares281,380 from 315,993
Change-34,613 (-11%)
Value$64.2M (-$7.5M)
Filed 2026-11-04
Amarillo National Bank
DECREASED
Shares264,281 from 264,601
Change-320 (0%)
Value$60.3M (+$249.8K)
Filed 2026-10-23
Regions Financial Corp
INCREASED
Shares263,006 from 262,544
Change+462 (+0%)
Value$60.0M (+$425.8K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares261,021 from 258,295
Change+2,726 (+1%)
Value$59.6M (+$937.5K)
Filed 2026-10-15
West Wealth Group, LLC
INCREASED
Shares259,301 from 249,298
Change+10,003 (+4%)
Value$59.2M (+$2.6M)
Filed 2026-10-14
Strategic Point Investment Advisors, LLC
DECREASED
Shares249,800 from 249,869
Change-69 (0%)
Value$57.0M (+$289.2K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares224,596 from 167,563
Change+57,033 (+34%)
Value$50.1M (+$13.2M)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares217,838 from 152,586
Change+65,252 (+43%)
Value$49.7M (+$15.1M)
Filed 2026-10-29
CX Institutional
INCREASED
Shares215,726 from 200,775
Change+14,951 (+7%)
Value$49.2K (+$3.7K)
Filed 2026-10-02
Concurrent Investment Advisors, LLC
INCREASED
Shares215,433 from 114,705
Change+100,728 (+88%)
Value$49.2M (+$23.1M)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares200,049 from 174,363
Change+25,686 (+15%)
Value$45.7M (+$6.1M)
Filed 2026-10-14
North Star Investment Management Corp.
INCREASED
Shares198,409 from 197,887
Change+522 (+0%)
Value$45.3M (+$360.6K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares193,637 from 208,543
Change-14,906 (-7%)
Value$44.2M (-$3.1M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares188,246 from 186,708
Change+1,538 (+1%)
Value$43.0M (+$578.9K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares187,453 from 188,431
Change-978 (-1%)
Value$42.8M (+$6.6K)
Filed 2026-10-28
Foundation Wealth Management, LLC
INCREASED
Shares187,338 from 184,393
Change+2,945 (+2%)
Value$42.8M (+$896.9K)
Filed 2026-10-22
Keybank National Association
DECREASED
Shares183,975 from 185,455
Change-1,480 (-1%)
Value$42.0M (-$111.6K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares181,575 from 173,159
Change+8,416 (+5%)
Value$41.4M (+$2.1M)
Filed 2026-10-22
Inlight Wealth Management, LLC
UNCHANGED
Shares179,293 from 179,293
Change0 (0%)
Value$202.0K (+$122)
Filed 2026-10-21
Salomon & Ludwin, LLC
DECREASED
Shares178,293 from 179,309
Change-1,016 (-1%)
Value$40.7M (-$135.0K)
Filed 2026-10-29
Financial Life Advisors
INCREASED
Shares166,034 from 162,970
Change+3,064 (+2%)
Value$37.9M (+$898.3K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares160,609 from 141,459
Change+19,150 (+14%)
Value$36.7M (+$4.5M)
Filed 2026-11-04
Sharkey, Howes & Javer
INCREASED
Shares158,667 from 158,405
Change+262 (+0%)
Value$36.2M (+$252.9K)
Filed 2026-10-22
Stone House Investment Management, LLC
DECREASED
Shares156,876 from 157,787
Change-911 (-1%)
Value$35.8M (-$15.6K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares156,316 from 148,739
Change+7,577 (+5%)
Value$35.7M (+$1.9M)
Filed 2026-10-16
Powell Investment Advisors, LLC
DECREASED
Shares155,670 from 158,794
Change-3,124 (-2%)
Value$35.5M (-$519.3K)
Filed 2026-10-22
Greenleaf Trust
DECREASED
Shares152,935 from 154,507
Change-1,572 (-1%)
Value$34.9M (-$170.4K)
Filed 2026-10-29
Berkshire Money Management, Inc.
INCREASED
Shares152,246 from 151,371
Change+875 (+1%)
Value$34.8M (+$384.3K)
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares151,218 from 69,963
Change+81,255 (+116%)
Value$36.2M (+$20.1M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares148,426 from 142,664
Change+5,762 (+4%)
Value$34.0M (+$1.5M)
Filed 2026-10-16
Thoma Capital Management LLC
INCREASED
Shares144,377 from 132,595
Change+11,782 (+9%)
Value$33.0M (+$2.9M)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares144,325 from 145,908
Change-1,583 (-1%)
Value$32.9M (-$183.4K)
Filed 2026-10-08
Kwmg, LLC
INCREASED
Shares138,289 from 132,262
Change+6,027 (+5%)
Value$31.6M (+$1.5M)
Filed 2026-10-07
Horst & Graben Wealth Management LLC
INCREASED
Shares131,939 from 131,689
Change+250 (+0%)
Value$30.1M (+$115.7K)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares130,785 from 127,156
Change+3,629 (+3%)
Value$29.9M (+$983.5K)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares129,104 from 135,394
Change-6,290 (-5%)
Value$29.5M (-$1.3M)
Filed 2026-10-22
Droms Strauss Advisors Inc
DECREASED
Shares128,419 from 132,390
Change-3,971 (-3%)
Value$29.3M (-$745.2K)
Filed 2026-11-03
Praetorian Wealth Management, Inc.
DECREASED
Shares127,142 from 127,752
Change-610 (0%)
Value$29.0M (+$16.6K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares122,587 from 119,410
Change+3,177 (+3%)
Value$28.0M (+$871.1K)
Filed 2026-10-20
Greenup Street Wealth Management LLC
INCREASED
Shares122,557 from 120,237
Change+2,320 (+2%)
Value$28.0M (+$676.3K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
DECREASED
Shares122,188 from 124,892
Change-2,704 (-2%)
Value$27.9M (-$464.8K)
Filed 2026-11-03
1834 Investment Advisors Co
DECREASED
Shares121,777 from 125,735
Change-3,958 (-3%)
Value$27.8M (-$750.0K)
Filed 2026-10-16
Pettinga Financial Advisors LLC
DECREASED
Shares120,571 from 121,132
Change-561 (0%)
Value$27.5M (+$19.7K)
Filed 2026-10-13
SteelPeak Wealth, LLC
DECREASED
Shares120,154 from 131,659
Change-11,505 (-9%)
Value$27.4M (-$2.5M)
Filed 2026-10-16
Waterway Wealth Management, LLC
INCREASED
Shares119,665 from 119,174
Change+491 (+0%)
Value$20.5M (+$247.2K)
Filed 2026-10-28
Ddfg, Inc
DECREASED
Shares119,483 from 120,323
Change-840 (-1%)
Value$27.3M (-$44.8K)
Filed 2026-10-15
Diversify Wealth Management, LLC
INCREASED
Shares118,411 from 84,140
Change+34,271 (+41%)
Value$27.9M (+$8.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares118,411 from 84,140
Change+34,271 (+41%)
Value$27.9M (+$8.4M)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares117,600 from 119,497
Change-1,897 (-2%)
Value$26.8M (-$287.0K)
Filed 2026-10-30
Phillips Financial Management, LLC
DECREASED
Shares116,325 from 119,479
Change-3,154 (-3%)
Value$26.6M (-$574.3K)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares110,472 from 105,567
Change+4,905 (+5%)
Value$25.2M (+$1.2M)
Filed 2026-10-13
WealthPlan Investment Management, LLC
INCREASED
Shares108,660 from 104,898
Change+3,762 (+4%)
Value$24.8M (+$986.9K)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares107,532 from 104,707
Change+2,825 (+3%)
Value$24.5M (+$772.7K)
Filed 2026-10-08
Scissortail Wealth Management, LLC
INCREASED
Shares105,819 from 103,271
Change+2,548 (+2%)
Value$24.2M (+$707.8K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares105,574 from 107,135
Change-1,561 (-1%)
Value$24.1M (-$225.8K)
Filed 2026-10-30
Trek Financial, LLC
INCREASED
Shares105,033 from 102,220
Change+2,813 (+3%)
Value$24.0M (+$766.9K)
Filed 2026-10-29
Security Financial Services, Inc.
DECREASED
Shares103,473 from 111,545
Change-8,072 (-7%)
Value$23.6M (-$1.7M)
Filed 2026-10-29
Signature Wealth Management Partners, LLC
INCREASED
Shares99,302 from 98,481
Change+821 (+1%)
Value$22.7M (+$307.8K)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED
Shares98,938 from 97,895
Change+1,043 (+1%)
Value$22.6M (+$357.8K)
Filed 2026-11-05
Detalus Advisors, LLC
DECREASED
Shares97,194 from 99,890
Change-2,696 (-3%)
Value$22.2M (-$493.4K)
Filed 2026-10-15
Choreo, LLC
DECREASED
Shares97,139 from 97,220
Change-81 (0%)
Value$22.2M (+$100.1K)
Filed 2026-10-28
SilverOak Wealth Management LLC
DECREASED
Shares95,810 from 97,076
Change-1,266 (-1%)
Value$21.9M (-$170.6K)
Filed 2026-10-29
ADG Wealth Management Group, LLC
INCREASED
Shares95,023 from 94,015
Change+1,008 (+1%)
Value$21.7M (+$344.9K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares94,483 from 96,026
Change-1,543 (-2%)
Value$21.5M (-$258.6K)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares93,961 from 42,873
Change+51,088 (+119%)
Value$21.4M (+$11.7M)
Filed 2026-10-21
GHP Investment Advisors, Inc.
DECREASED
Shares93,955 from 94,459
Change-504 (-1%)
Value$21.4M (+$93)
Filed 2026-10-15
Narwhal Capital Management
UNCHANGED
Shares92,784 from 92,784
Change0 (0%)
Value$21.2M (+$113.2K)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares92,432 from 91,292
Change+1,140 (+1%)
Value$21.1M (+$371.7K)
Filed 2026-10-28
Ironwood Financial, llc
DECREASED
Shares92,250 from 93,654
Change-1,404 (-1%)
Value$21.1M (-$564.0K)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares91,962 from 89,194
Change+2,768 (+3%)
Value$22.2M (+$1.3M)
Filed 2026-11-02
MV Capital Management, Inc.
DECREASED
Shares91,499 from 94,723
Change-3,224 (-3%)
Value$20.9M (-$620.4K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED
Shares91,361 from 97,126
Change-5,765 (-6%)
Value$20.9M (-$1.2M)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares91,340 from 90,097
Change+1,243 (+1%)
Value$20.9M (+$393.7K)
Filed 2026-10-23
Swmg, LLC
INCREASED
Shares91,050 from 88,953
Change+2,097 (+2%)
Value$21.8M (+$1.3M)
Filed 2026-10-23
Kelly Financial Services LLC
DECREASED
Shares90,947 from 92,005
Change-1,058 (-1%)
Value$20.8M (-$129.2K)
Filed 2026-10-20
First Merchants Corp
INCREASED
Shares90,386 from 89,149
Change+1,237 (+1%)
Value$20.6M (+$391.1K)
Filed 2026-10-15
Cosner Financial Group, LLC
DECREASED
Shares88,457 from 178,510
Change-90,053 (-50%)
Value$30.2M (+$9.9M)
Filed 2026-11-03
Horizon Wealth Management, LLC
INCREASED
Shares85,930 from 82,004
Change+3,926 (+5%)
Value$19.6M (+$996.2K)
Filed 2026-11-02
Bokf, NA
DECREASED
Shares84,750 from 88,933
Change-4,183 (-5%)
Value$19.3M (-$846.4K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares82,557 from 81,791
Change+766 (+1%)
Value$18.8M (+$274.7K)
Filed 2026-11-05
Matthew Goff Investment Advisor, LLC
DECREASED
Shares81,270 from 82,021
Change-751 (-1%)
Value$18.6M (-$71.3K)
Filed 2026-10-13
Instrumental Wealth, LLC
INCREASED
Shares79,080 from 75,196
Change+3,884 (+5%)
Value$18.1M (+$978.5K)
Filed 2026-10-20
Financial Enhancement Group LLC
INCREASED
Shares78,827 from 78,803
Change+24 (+0%)
Value$18.2M (+$298.6K)
Filed 2026-10-08
First Hawaiian Bank
DECREASED
Shares77,952 from 81,245
Change-3,293 (-4%)
Value$17.8M (-$652.6K)
Filed 2026-10-14
TD Private Client Wealth LLC
DECREASED
Shares77,143 from 81,123
Change-3,980 (-5%)
Value$17.6M (-$809.7K)
Filed 2026-10-28
Elevated Financial Group LLC
DECREASED
Shares75,683 from 83,473
Change-7,790 (-9%)
Value$17.3M (-$1.7M)
Filed 2026-10-16
Associated Banc-Corp
INCREASED
Shares74,673 from 70,464
Change+4,209 (+6%)
Value$17.0M (+$1.0M)
Filed 2026-10-30
Beacon Capital Management, LLC
INCREASED
Shares74,242 from 54,222
Change+20,020 (+37%)
Value$16.9M (+$4.6M)
Filed 2026-10-23
RTD Financial Advisors, Inc.
DECREASED
Shares73,850 from 74,534
Change-684 (-1%)
Value$16.9M (-$65.2K)
Filed 2026-10-09
Foster Victor Wealth Advisors, LLC
INCREASED
Shares73,255 from 61,981
Change+11,274 (+18%)
Value$17.2M (+$3.0M)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares72,869 from 73,143
Change-274 (0%)
Value$16.6M (+$26.4K)
Filed 2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED
Shares71,576 from 72,357
Change-781 (-1%)
Value$16.3M (-$90.0K)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED
Shares71,446 from 69,947
Change+1,499 (+2%)
Value$16.3M (+$427.5K)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares70,999 from 72,069
Change-1,070 (-1%)
Value$16.2M (-$156.3K)
Filed 2026-10-28
BKM Wealth Management, LLC
INCREASED
Shares69,321 from 61,664
Change+7,657 (+12%)
Value$15.8M (+$1.8M)
Filed 2026-10-22
Trust Point Inc.
UNCHANGED
Shares69,196 from 69,196
Change0 (0%)
Value$15.8M (+$84.4K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares67,222 from 64,123
Change+3,099 (+5%)
Value$15.3M (+$785.7K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
INCREASED
Shares66,791 from 66,271
Change+520 (+1%)
Value$15.2M (+$199.6K)
Filed 2026-10-23
Cypress Wealth Services, LLC
INCREASED
Shares66,655 from 66,607
Change+48 (+0%)
Value$15.4M (+$317.6K)
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares66,222 from 64,273
Change+1,949 (+3%)
Value$15.1M (+$523.2K)
Filed 2026-11-04
Occidental Asset Management, LLC
DECREASED
Shares66,219 from 67,373
Change-1,154 (-2%)
Value$15.1M (-$181.1K)
Filed 2026-11-05
Ironwood Wealth Management, Inc.
DECREASED
Shares65,790 from 65,995
Change-205 (0%)
Value$15.3M (+$102.2K)
Filed 2026-10-14
Guidance Point Advisors, LLC
INCREASED
Shares65,724 from 62,015
Change+3,709 (+6%)
Value$15.0M (+$922.5K)
Filed 2026-10-15
Sacks & Associates, LLC
DECREASED
Shares65,210 from 68,183
Change-2,973 (-4%)
Value$14.9M (-$912.7K)
Filed 2026-10-09
Simplicity Wealth,LLC
INCREASED
Shares63,851 from 41,182
Change+22,669 (+55%)
Value$14.6M (+$5.2M)
Filed 2026-10-23
McNaughton Wealth Management, LLC
INCREASED
Shares60,879 from 59,792
Change+1,087 (+2%)
Value$13.9M (+$321.1K)
Filed 2026-10-09
Bay Harbor Wealth Management, LLC
DECREASED
Shares60,803 from 60,974
Change-171 (0%)
Value$13.9M (+$35.4K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares58,614
Change+58,614
Value$13.4M
Filed 2026-11-04
AtlasMark Financial, Inc
INCREASED
Shares58,031 from 53,513
Change+4,518 (+8%)
Value$13.2M (+$1.1M)
Filed 2026-10-13
Citizens Financial Group Inc
DECREASED
Shares57,349 from 69,004
Change-11,655 (-17%)
Value$13.1M (-$2.6M)
Filed 2026-10-23
Archer Investment Management, LLC
DECREASED
Shares55,521 from 55,706
Change-185 (0%)
Value$12.7M (+$25.9K)
Filed 2026-10-13
Bank Pictet & Cie (Europe) AG
DECREASED
Shares55,353 from 62,947
Change-7,594 (-12%)
Value$12.6M (-$1.7M)
Filed 2026-10-20
Hemming& Wealth Management, Inc.
INCREASED
Shares55,166 from 53,496
Change+1,670 (+3%)
Value$12.6M (+$446.6K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED
Shares54,798 from 162,551
Change-107,753 (-66%)
Value$12.5M (-$24.4M)
Filed 2026-10-16
Lpwm LLC
DECREASED
Shares53,294 from 54,315
Change-1,021 (-2%)
Value$12.2M (-$166.8K)
Filed 2026-10-20
Endeavor Private Wealth, Inc.
INCREASED
Shares52,665 from 51,933
Change+732 (+1%)
Value$12.0M (+$230.4K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares52,538 from 46,123
Change+6,415 (+14%)
Value$12.0M (+$1.5M)
Filed 2026-10-20
Prosperity Planning, Inc.
DECREASED
Shares51,963 from 52,845
Change-882 (-2%)
Value$11.9M (-$136.8K)
Filed 2026-10-09
Acropolis Investment Management, LLC
DECREASED
Shares51,739 from 52,178
Change-439 (-1%)
Value$11.8M (-$36.6K)
Filed 2026-10-08
MMA Asset Management LLC
DECREASED
Shares51,566 from 52,215
Change-649 (-1%)
Value$11.8M (-$84.3K)
Filed 2026-11-02
May Hill Capital, LLC
INCREASED
Shares50,620 from 47,464
Change+3,156 (+7%)
Value$11.6M (+$778.4K)
Filed 2026-11-03
LMG Wealth Partners, LLC
INCREASED
Shares50,433 from 50,152
Change+281 (+1%)
Value$11.5M (+$125.4K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares50,405 from 51,641
Change-1,236 (-2%)
Value$11.5M (-$218.6K)
Filed 2026-11-05
Clear Wave Wealth Management LLC
INCREASED
Shares50,356 from 50,066
Change+290 (+1%)
Value$11.5M (+$127.3K)
Filed 2026-11-04
Hobbs Wealth Management, LLC
INCREASED
Shares49,834 from 49,504
Change+330 (+1%)
Value$11.4M (+$135.7K)
Filed 2026-10-20
Gen-Wealth Partners Inc
INCREASED
Shares49,332 from 48,163
Change+1,169 (+2%)
Value$11.3M (+$325.4K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares47,952 from 45,471
Change+2,481 (+5%)
Value$10.9M (+$621.8K)
Filed 2026-10-21
Investment Partners, Ltd.
INCREASED
Shares47,298 from 24,487
Change+22,811 (+93%)
Value$10.8M (+$5.2M)
Filed 2026-10-29
Rodgers & Associates, LTD
DECREASED
Shares46,493 from 48,150
Change-1,657 (-3%)
Value$10.6M (-$319.5K)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares44,969 from 45,369
Change-400 (-1%)
Value$10.3M (-$36.0K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
INCREASED
Shares44,671 from 44,203
Change+468 (+1%)
Value$10.2K (+$160)
Filed 2026-10-27
Carmel Capital Partners, LLC
INCREASED
Shares44,153 from 30,747
Change+13,406 (+44%)
Value$10.1M (+$3.1M)
Filed 2026-11-03
DT Investment Partners, LLC
UNCHANGED
Shares43,950 from 43,950
Change0 (0%)
Value$10.0M (+$53.6K)
Filed 2026-10-27
Firethorn Wealth Partners, LLC
DECREASED
Shares43,877 from 43,904
Change-27 (0%)
Value$10.0M (+$47.4K)
Filed 2026-10-14
SigFig Wealth Management, LLC
INCREASED
Shares43,794 from 42,796
Change+998 (+2%)
Value$10.0M (+$275.7K)
Filed 2026-10-07
Newport Capital Group, LLC
INCREASED
Shares43,386 from 6,042
Change+37,344 (+618%)
Value$10.2M (+$8.8M)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares42,935 from 44,602
Change-1,667 (-4%)
Value$9.8M (-$326.1K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares42,902 from 39,372
Change+3,530 (+9%)
Value$9.8M (+$853.9K)
Filed 2026-10-23
Lifelong Wealth Advisors, Inc.
INCREASED
Shares42,269 from 41,936
Change+333 (+1%)
Value$9.6M (+$127.2K)
Filed 2026-10-19
A4 Wealth Advisors LLC
INCREASED
Shares41,813 from 41,339
Change+474 (+1%)
Value$9.5M (+$158.7K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares41,801 from 37,361
Change+4,440 (+12%)
Value$9.5M (+$1.1M)
Filed 2026-10-28
Traynor Capital Management, Inc.
DECREASED
Shares41,669 from 43,448
Change-1,779 (-4%)
Value$9.5M (-$353.2K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
INCREASED
Shares41,206 from 34,897
Change+6,309 (+18%)
Value$9.4M (+$2.0M)
Filed 2026-10-13
Apeiron RIA LLC
DECREASED
Shares40,280 from 42,046
Change-1,766 (-4%)
Value$9.2M (-$338.5K)
Filed 2026-10-08
TSA Wealth Managment LLC
DECREASED
Shares38,846 from 42,476
Change-3,630 (-9%)
Value$8.9M (-$776.8K)
Filed 2026-10-22
Arlington Trust Co LLC
DECREASED
Shares38,819 from 39,329
Change-510 (-1%)
Value$8.9M (-$68.4K)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares38,488 from 40,085
Change-1,597 (-4%)
Value$8.8M (-$315.7K)
Filed 2026-10-14
Centerpoint Advisors, LLC
DECREASED
Shares38,013 from 38,359
Change-346 (-1%)
Value$8.7M (-$32.0K)
Filed 2026-11-05
Polaris Investment Advisors, LLC
INCREASED
Shares37,829 from 37,775
Change+54 (+0%)
Value$8.6M (+$58.4K)
Filed 2026-10-20
Lynx Capital Group LTD
INCREASED
Shares37,606 from 37,588
Change+18 (+0%)
Value$8.6M (+$50.0K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares36,757 from 36,930
Change-173 (0%)
Value$8.4M (+$5.7K)
Filed 2026-10-14
Adirondack Capital Advisors, LLC
INCREASED
Shares36,546 from 35,843
Change+703 (+2%)
Value$8.3M (+$204.1K)
Filed 2026-10-09
YHB Investment Advisors, Inc.
INCREASED
Shares36,157 from 36,017
Change+140 (+0%)
Value$8.3M (+$76.0K)
Filed 2026-10-08
Lantz Financial LLC
INCREASED
Shares35,398 from 35,348
Change+50 (+0%)
Value$8.1M (+$54.4K)
Filed 2026-10-15
Advus Financial Partners, LLC
INCREASED
Shares35,259 from 31,021
Change+4,238 (+14%)
Value$8.0M (+$1.0M)
Filed 2026-10-20
Maia Wealth LLC
DECREASED
Shares35,112 from 41,971
Change-6,859 (-16%)
Value$8.0M (-$1.5M)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares34,972 from 33,886
Change+1,086 (+3%)
Value$8.0M (+$289.2K)
Filed 2026-10-16
Willis Johnson Wealth, Inc.
DECREASED
Shares34,671 from 35,308
Change-637 (-2%)
Value$7.9M (-$102.2K)
Filed 2026-11-03
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares34,313 from 35,195
Change-882 (-3%)
Value$7.8M (-$158.5K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares34,193 from 33,894
Change+299 (+1%)
Value$7.8M (+$109.6K)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares33,440 from 32,168
Change+1,272 (+4%)
Value$7.6M (+$329.4K)
Filed 2026-10-16
Bank of Stockton
DECREASED
Shares32,900 from 41,356
Change-8,456 (-20%)
Value$7.5M (-$1.9M)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares32,602 from 19,224
Change+13,378 (+70%)
Value$7.4M (+$3.1M)
Filed 2026-11-04
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares32,412 from 32,930
Change-518 (-2%)
Value$7.4M (-$78.1K)
Filed 2026-10-27
Uptick Partners, LLC
INCREASED
Shares32,371 from 30,955
Change+1,416 (+5%)
Value$7.4M (+$360.9K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED
Shares32,166 from 43,731
Change-11,565 (-26%)
Value$7.3M (-$2.6M)
Filed 2026-10-08
ETF Portfolio Partners, Inc.
DECREASED
Shares32,143 from 32,248
Change-105 (0%)
Value$7.3M (+$15.2K)
Filed 2026-10-22
Cornerstone Planning Group LLC
DECREASED
Shares31,293 from 31,447
Change-154 (0%)
Value$7.3M (+$36.0K)
Filed 2026-10-16
Sapient Capital LLC
DECREASED
Shares31,193 from 31,247
Change-54 (0%)
Value$7.1M (+$25.8K)
Filed 2026-10-08
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares31,023 from 30,845
Change+178 (+1%)
Value$7.1M (+$78.4K)
Filed 2026-10-16
Vicus Capital
DECREASED
Shares31,008 from 32,111
Change-1,103 (-3%)
Value$7.1M (-$212.5K)
Filed 2026-11-05
Equitable Trust Co
UNCHANGED
Shares30,874 from 30,874
Change0 (0%)
Value$7.0M (+$37.7K)
Filed 2026-10-13
Carbahal Olsen Financial Services Group, LLC
DECREASED
Shares30,561 from 30,742
Change-181 (-1%)
Value$7.0M (-$3.9K)
Filed 2026-11-05
One Wealth Capital Management, LLC
DECREASED
Shares30,475 from 36,049
Change-5,574 (-15%)
Value$7.0M (-$1.2M)
Filed 2026-10-23
Hoxton Planning & Management, LLC
INCREASED
Shares30,312 from 28,564
Change+1,748 (+6%)
Value$6.9M (+$433.9K)
Filed 2026-10-15
Absolute Capital Management, LLC
INCREASED
Shares30,092 from 26,954
Change+3,138 (+12%)
Value$6.9M (+$749.2K)
Filed 2026-10-16
Apella Capital, LLC
INCREASED
Shares30,013 from 11,115
Change+18,898 (+170%)
Value$6.9M (+$4.4M)
Filed 2026-10-08
Peoples Bank
INCREASED
Shares29,215 from 25,928
Change+3,287 (+13%)
Value$6.7M (+$782.0K)
Filed 2026-10-26
Pathway Financial Advisors LLC
UNCHANGED
Shares29,079 from 29,079
Change0 (0%)
Value$6.6M (-$55.8K)
Filed 2026-10-07
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares29,020 from 28,421
Change+599 (+2%)
Value$6.6M (+$171.4K)
Filed 2026-10-20
Forte Asset Management LLC
DECREASED
Shares28,542 from 28,622
Change-80 (0%)
Value$6.5M (+$16.7K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED
Shares27,941 from 27,975
Change-34 (0%)
Value$6.4M (+$26.4K)
Filed 2026-11-04
Ashton Thomas Securities, LLC
NEW
Shares27,940
Change+27,940
Value$6.4M
Filed 2026-10-26
Ascentis Independent Advisors
INCREASED
Shares27,877 from 233
Change+27,644 (+11864%)
Value$6.4M (+$6.3M)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares27,811 from 27,814
Change-3 (0%)
Value$6.7M (+$345.8K)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares27,711 from 16,082
Change+11,629 (+72%)
Value$6.3M (+$2.7M)
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED
Shares27,629 from 25,265
Change+2,364 (+9%)
Value$6.3M (+$567.9K)
Filed 2026-10-13
W Advisors, LLC
INCREASED
Shares26,935 from 26,920
Change+15 (+0%)
Value$6.1M (+$36.5K)
Filed 2026-11-02
FFG Retirement Advisors LLC
DECREASED
Shares26,841 from 28,331
Change-1,490 (-5%)
Value$6.1M (-$305.7K)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED
Shares26,705 from 18,697
Change+8,008 (+43%)
Value$5.0M (+$1.8M)
Filed 2026-11-04
First Heartland Consultants, Inc.
DECREASED
Shares26,432 from 26,619
Change-187 (-1%)
Value$6.0M (-$10.2K)
Filed 2026-10-08
Flagstar Securities, Inc
INCREASED
Shares26,271 from 24,877
Change+1,394 (+6%)
Value$6.0M (+$348.5K)
Filed 2026-10-15
Ascent Wealth Partners, LLC
DECREASED
Shares26,035 from 26,537
Change-502 (-2%)
Value$5.9M (-$82.2K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares25,892 from 8,407
Change+17,485 (+208%)
Value$5.9M (+$4.0M)
Filed 2026-10-21
Sonata Capital Group Inc
INCREASED
Shares25,804 from 25,076
Change+728 (+3%)
Value$5.9M (+$196.8K)
Filed 2026-10-19
Verus Capital Partners, LLC
DECREASED
Shares25,787 from 26,443
Change-656 (-2%)
Value$5.9M (-$117.6K)
Filed 2026-11-03
Asset One Wealth Management LLC
INCREASED
Shares25,543 from 886
Change+24,657 (+2783%)
Value$5.8M (+$5.6M)
Filed 2026-11-02
Founders Grove Wealth Partners, LLC
DECREASED
Shares25,490 from 26,285
Change-795 (-3%)
Value$5.8M (-$149.4K)
Filed 2026-10-16
Retirement Wealth Solutions LLC
INCREASED
Shares25,256 from 24,269
Change+987 (+4%)
Value$5.8M (+$255.0K)
Filed 2026-10-07
Rose Capital Advisors LLC
NEW
Shares25,168
Change+25,168
Value$5.7M
Filed 2026-11-04
Clarus Wealth Advisors
INCREASED
Shares25,136 from 24,583
Change+553 (+2%)
Value$5.9M (+$230.1K)
Filed 2026-10-13
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares24,922 from 25,191
Change-269 (-1%)
Value$5.7M (-$30.7K)
Filed 2026-10-14
Financial & Tax Architects, LLC
NEW
Shares24,596
Change+24,596
Value$5.6M
Filed 2026-10-15
Old Mission Investment Co LLC
INCREASED
Shares24,446 from 24,139
Change+307 (+1%)
Value$5.6M (+$99.6K)
Filed 2026-10-22
Old National Bancorp
UNCHANGED
Shares24,404 from 24,404
Change0 (0%)
Value$5.6M (+$29.8K)
Filed 2026-10-20
Stackstone Wealth, LLC
NEW
Shares24,294
Change+24,294
Value$5.5M
Filed 2026-10-19
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares24,172 from 24,584
Change-412 (-2%)
Value$5.5M (-$63.9K)
Filed 2026-10-26
Centurion Wealth Management LLC
DECREASED
Shares24,081 from 26,854
Change-2,773 (-10%)
Value$5.5M (-$600.1K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares23,830 from 22,587
Change+1,243 (+6%)
Value$5.4M (+$311.3K)
Filed 2026-10-14
Stenger Family Office, LLC
INCREASED
Shares23,630 from 23,534
Change+96 (+0%)
Value$5.5M (+$187.4K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
INCREASED
Shares23,506 from 20,372
Change+3,134 (+15%)
Value$5.4M (+$740.3K)
Filed 2026-10-29
Strategic Blueprint, LLC
DECREASED
Shares22,601 from 22,916
Change-315 (-1%)
Value$5.2M (-$43.9K)
Filed 2026-10-22
MSH Capital Advisors LLC
DECREASED
Shares22,459 from 22,720
Change-261 (-1%)
Value$5.1M (-$31.8K)
Filed 2026-11-03
Sterling Investment Advisors LLC
DECREASED
Shares22,411 from 22,986
Change-575 (-2%)
Value$5.1M (-$103.2K)
Filed 2026-10-27
Calamos Advisors LLC
DECREASED
Shares22,229 from 22,531
Change-302 (-1%)
Value$5.1M (-$41.5K)
Filed 2026-11-02
Avestar Capital, LLC
DECREASED
Shares21,810 from 21,888
Change-78 (0%)
Value$5.0M (+$8.9K)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
DECREASED
Shares21,582 from 21,775
Change-193 (-1%)
Value$4.9M (-$17.5K)
Filed 2026-10-28
Florida Trust Wealth Management Co
DECREASED
Shares21,560 from 21,787
Change-227 (-1%)
Value$4.9M (-$25.2K)
Filed 2026-11-05
Sterling Financial Planning, Inc.
DECREASED
Shares21,534 from 21,679
Change-145 (-1%)
Value$4.9M (-$6.6K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares21,456 from 21,045
Change+411 (+2%)
Value$4.9M (+$119.5K)
Filed 2026-10-13
Stordahl Capital Management, Inc.
DECREASED
Shares21,033 from 21,404
Change-371 (-2%)
Value$4.8M (-$58.6K)
Filed 2026-10-22
Arcadia Investment Advisors LLC
DECREASED
Shares20,905 from 20,914
Change-9 (0%)
Value$4.8M (+$23.5K)
Filed 2026-10-13
Leslie Global Wealth, LLC
INCREASED
Shares20,698 from 9,833
Change+10,865 (+111%)
Value$4.7M (+$2.5M)
Filed 2026-10-26
CFS Investment Advisory Services, LLC
DECREASED
Shares20,368 from 22,793
Change-2,425 (-11%)
Value$4.7M (-$528.5K)
Filed 2026-10-19
Thompson Investment Management, Inc.
INCREASED
Shares20,354 from 19,815
Change+539 (+3%)
Value$4.6M (+$147.2K)
Filed 2026-10-14
WealthPoint Financial, LLC
DECREASED
Shares20,283 from 20,661
Change-378 (-2%)
Value$4.6M (-$61.1K)
Filed 2026-11-03
Alpine Bank Wealth Management
DECREASED
Shares20,216 from 24,874
Change-4,658 (-19%)
Value$4.6M (-$1.0M)
Filed 2026-10-16
Southern Capital Advisors, LLC
DECREASED
Shares20,004 from 20,864
Change-860 (-4%)
Value$4.6M (-$170.9K)
Filed 2026-10-26
Wealth Advisory Solutions, LLC
DECREASED
Shares19,948 from 20,195
Change-247 (-1%)
Value$4.6M (-$31.7K)
Filed 2026-10-20
Guardian Wealth Advisors, LLC
DECREASED
Shares19,714 from 20,607
Change-893 (-4%)
Value$4.7M (+$37.2K)
Filed 2026-10-30
Florin Court Capital LLP
INCREASED
Shares19,500 from 13,300
Change+6,200 (+47%)
Value$4.5M (+$1.4M)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares19,466 from 19,466
Change0 (0%)
Value$4.4M (+$23.7K)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares19,352 from 19,669
Change-317 (-2%)
Value$4.4M (-$48.2K)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares19,326 from 19,347
Change-21 (0%)
Value$4.4M (+$18.8K)
Filed 2026-11-04
Asset Dedication, LLC
INCREASED
Shares19,172 from 17,973
Change+1,199 (+7%)
Value$4.4M (+$295.8K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
DECREASED
Shares19,096 from 22,609
Change-3,513 (-16%)
Value$4.4M (-$774.3K)
Filed 2026-10-26
Sowell Financial Services LLC
INCREASED
Shares19,030 from 18,862
Change+168 (+1%)
Value$4.3M (+$61.3K)
Filed 2026-10-23
Bernardo Wealth Planning LLC
INCREASED
Shares18,896 from 9,403
Change+9,493 (+101%)
Value$4.3M (+$2.2M)
Filed 2026-10-23
Arcadia Wealth Management, LLC
INCREASED
Shares18,869 from 7,552
Change+11,317 (+150%)
Value$4.3M (+$2.6M)
Filed 2026-10-22
Clear Creek Financial Management, LLC
INCREASED
Shares18,742 from 17,824
Change+918 (+5%)
Value$4.3M (+$231.3K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares18,695 from 19,031
Change-336 (-2%)
Value$4.5M (+$87.9K)
Filed 2026-10-27
Hudson Capital Management LLC
INCREASED
Shares18,582 from 18,571
Change+11 (+0%)
Value$4.2M (+$25.3K)
Filed 2026-10-20
Anson Capital, Inc.
DECREASED
Shares18,388 from 19,385
Change-997 (-5%)
Value$4.2M (-$204.0K)
Filed 2026-10-23
XY Planning Network, Inc.
INCREASED
Shares18,382 from 17,182
Change+1,200 (+7%)
Value$4.2M (+$294.9K)
Filed 2026-10-14
O'Connor Financial Group LLC
DECREASED
Shares18,340 from 18,914
Change-574 (-3%)
Value$4.2M (-$108.0K)
Filed 2026-10-26
Pines Wealth Management, LLC
DECREASED
Shares18,316 from 18,408
Change-92 (0%)
Value$4.2M (+$1.5K)
Filed 2026-10-21
Compound Planning, Inc.
DECREASED
Shares17,869 from 18,322
Change-453 (-2%)
Value$4.1M (-$81.0K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares17,827 from 17,827
Change0 (0%)
Value$4.0M ($0)
Filed 2026-10-26
SFI Advisors, LLC
DECREASED
Shares17,825 from 18,219
Change-394 (-2%)
Value$4.1M (-$67.6K)
Filed 2026-10-30
Magnus Financial Group LLC
INCREASED
Shares17,732 from 17,418
Change+314 (+2%)
Value$4.0M (+$92.8K)
Filed 2026-10-21
Bare Financial Services, Inc
DECREASED
Shares17,714 from 17,853
Change-139 (-1%)
Value$4.0M (-$10.0K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares17,690 from 16,372
Change+1,318 (+8%)
Value$4.0M (+$320.6K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares17,436 from 19,521
Change-2,085 (-11%)
Value$4.0M (-$452.2K)
Filed 2026-10-20
Lighthouse Financial LLC
DECREASED
Shares17,428 from 19,160
Change-1,732 (-9%)
Value$4.0M (-$372.0K)
Filed 2026-10-23
Hanson & Doremus Investment Management
UNCHANGED
Shares17,050 from 17,050
Change0 (0%)
Value$3.9K (-$3.9M)
Filed 2026-10-16
Midwest Trust Co
INCREASED
Shares16,793 from 16,112
Change+681 (+4%)
Value$3.8M (+$175.1K)
Filed 2026-10-22
Saxony Capital Management, LLC
DECREASED
Shares16,610 from 24,392
Change-7,782 (-32%)
Value$3.8M (-$1.7M)
Filed 2026-10-15
Gray Private Wealth, LLC
INCREASED
Shares16,501 from 16,285
Change+216 (+1%)
Value$3.8M (+$69.2K)
Filed 2026-10-28
Ehrlich Financial Group
INCREASED
Shares16,343 from 11,433
Change+4,910 (+43%)
Value$3.7M (+$1.1M)
Filed 2026-10-20
Ritholtz Wealth Management
DECREASED
Shares16,342 from 16,619
Change-277 (-2%)
Value$3.7M (-$43.0K)
Filed 2026-11-05
RKL Wealth Management LLC
DECREASED
Shares16,246 from 16,280
Change-34 (0%)
Value$3.7M (+$12.0K)
Filed 2026-10-16
Stegner Investment Associates Inc.
UNCHANGED
Shares16,086 from 16,086
Change0 (0%)
Value$3.7M (+$19.6K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares16,078 from 16,611
Change-533 (-3%)
Value$3.7M (-$101.4K)
Filed 2026-10-13
Trail Ridge Investment Advisors, LLC
INCREASED
Shares15,906 from 15,265
Change+641 (+4%)
Value$3.6M (+$165.0K)
Filed 2026-10-16
WealthPLAN Partners, LLC
DECREASED
Shares15,769 from 15,971
Change-202 (-1%)
Value$3.6M (-$26.5K)
Filed 2026-10-15
Zenith Solutions, Inc.
INCREASED
Shares15,692 from 15,621
Change+71 (+0%)
Value$3.6M (+$35.2K)
Filed 2026-10-19
Gemmer Asset Management LLC
DECREASED
Shares15,625 from 17,231
Change-1,606 (-9%)
Value$3.6M (-$345.6K)
Filed 2026-10-16
Sage Investment Advisers LLC
DECREASED
Shares15,473 from 18,244
Change-2,771 (-15%)
Value$3.5M (-$610.4K)
Filed 2026-10-21
Nolet Wealth Management, LLC
UNCHANGED
Shares15,425 from 15,425
Change0 (0%)
Value$3.5M (+$18.8K)
Filed 2026-10-15
First Citizens Bank & Trust Co
INCREASED
Shares15,255 from 15,020
Change+235 (+2%)
Value$3.5M (+$72.0K)
Filed 2026-10-14
BCU Wealth Advisors, LLC
DECREASED
Shares15,228 from 15,379
Change-151 (-1%)
Value$3.5M (-$15.8K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
INCREASED
Shares15,186 from 15,114
Change+72 (+0%)
Value$3.5M (+$34.7K)
Filed 2026-11-02
Sima Wealth Partners, LLC
DECREASED
Shares15,103 from 15,138
Change-35 (0%)
Value$3.4M (+$10.5K)
Filed 2026-10-19
Legacy Advisory Services, LLC
NEW
Shares15,025
Change+15,025
Value$3.4M
Filed 2026-10-20
Tempus Wealth Planning, LLC
INCREASED
Shares14,998 from 12,545
Change+2,453 (+20%)
Value$3.4M (+$575.2K)
Filed 2026-10-14
Summit Investment Advisory Services, LLC
DECREASED
Shares14,962 from 15,024
Change-62 (0%)
Value$3.4M (+$4.1K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
DECREASED
Shares14,945 from 17,793
Change-2,848 (-16%)
Value$3.4M (-$628.5K)
Filed 2026-10-08
Gryphon Financial Partners LLC
INCREASED
Shares14,593 from 14,575
Change+18 (+0%)
Value$3.3M (+$21.9K)
Filed 2026-11-04
Form Wealth Advisors, LLC
DECREASED
Shares14,468 from 14,848
Change-380 (-3%)
Value$3.3M (-$68.6K)
Filed 2026-10-13
Partners Wealth Management, LLC
INCREASED
Shares14,397 from 12,682
Change+1,715 (+14%)
Value$3.3M (+$406.9K)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares14,355 from 15,460
Change-1,105 (-7%)
Value$3.3M (-$233.5K)
Filed 2026-11-05
Blue Zone Wealth Advisors, LLC
INCREASED
Shares14,253 from 9,687
Change+4,566 (+47%)
Value$3.3M (+$1.1M)
Filed 2026-10-19
Carret Asset Management, LLC
INCREASED
Shares14,236 from 4,575
Change+9,661 (+211%)
Value$3.2M (+$2.2M)
Filed 2026-11-04
St. Clair Advisors, LLC
UNCHANGED
Shares14,189 from 14,189
Change0 (0%)
Value$3.2M (+$17.3K)
Filed 2026-10-13
G&S Capital LLC
DECREASED
Shares13,913 from 15,864
Change-1,951 (-12%)
Value$3.2M (-$426.0K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares13,884 from 13,990
Change-106 (-1%)
Value$3.2M (-$7.1K)
Filed 2026-10-27
Interchange Capital Partners, LLC
DECREASED
Shares13,835 from 14,041
Change-206 (-1%)
Value$3.2M (-$33.5K)
Filed 2026-10-28
J.M. Arbour, LLC
DECREASED
Shares13,675 from 13,712
Change-37 (0%)
Value$3.1M (+$8.4K)
Filed 2026-11-05
Marin Bay Wealth Advisors, LLC
INCREASED
Shares13,618 from 13,612
Change+6 (+0%)
Value$3.1M (+$18.0K)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares13,586 from 13,621
Change-35 (0%)
Value$3.1M (+$8.7K)
Filed 2026-10-13
SWP Financial LLC
UNCHANGED
Shares13,548 from 13,548
Change0 (0%)
Value$3.1M (+$16.5K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares13,330 from 13,330
Change0 (0%)
Value$3.0M (+$16.3K)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares13,260 from 13,785
Change-525 (-4%)
Value$3.0M (-$103.1K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED
Shares13,220 from 13,930
Change-710 (-5%)
Value$3.0M (-$145.1K)
Filed 2026-10-21
PCG Asset Management, LLC
NEW
Shares12,950
Change+12,950
Value$3.0M
Filed 2026-11-05
Capital Square, LLC
INCREASED
Shares12,903 from 12,649
Change+254 (+2%)
Value$2.9M (+$29.9K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
INCREASED
Shares12,894 from 11,592
Change+1,302 (+11%)
Value$2.9M (+$311.4K)
Filed 2026-11-02
Garde Capital, Inc.
DECREASED
Shares12,865 from 15,042
Change-2,177 (-14%)
Value$2.9M (-$478.6K)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
DECREASED
Shares12,847 from 12,914
Change-67 (-1%)
Value$2.9M (+$368)
Filed 2026-10-26
GenWealth Group, Inc.
DECREASED
Shares12,828 from 12,948
Change-120 (-1%)
Value$2.9M (-$11.4K)
Filed 2026-10-16
Procyon Advisors, LLC
INCREASED
Shares12,811 from 10,364
Change+2,447 (+24%)
Value$2.9M (+$571.2K)
Filed 2026-10-21
Heck Capital Advisors, LLC
DECREASED
Shares12,739 from 12,779
Change-40 (0%)
Value$2.9M (+$6.3K)
Filed 2026-10-14
Smart Wealth LLC
INCREASED
Shares12,732 from 10,087
Change+2,645 (+26%)
Value$2.9M (+$616.3K)
Filed 2026-11-04
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares12,699 from 12,696
Change+3 (+0%)
Value$2.9M (+$16.2K)
Filed 2026-10-09
Rossby Financial, LCC
INCREASED
Shares12,661 from 835
Change+11,826 (+1416%)
Value$2.9M (+$2.7M)
Filed 2026-11-05
Two West Capital Advisors LLC
INCREASED
Shares12,536 from 11,481
Change+1,055 (+9%)
Value$2.9M (+$237.6K)
Filed 2026-10-15
M Holdings Securities, Inc.
NEW
Shares12,341
Change+12,341
Value$2.9K
Filed 2026-11-03
Ellis Investment Partners, LLC
DECREASED
Shares12,332 from 12,471
Change-139 (-1%)
Value$2.8M (-$16.4K)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
DECREASED
Shares12,269 from 12,507
Change-238 (-2%)
Value$2.8M (-$39.1K)
Filed 2026-11-03
Market Street Wealth Management Advisors LLC
DECREASED
Shares12,237 from 13,168
Change-931 (-7%)
Value$2.8M (-$196.5K)
Filed 2026-10-09
Sigma Investment Counselors Inc
DECREASED
Shares12,021 from 12,041
Change-20 (0%)
Value$2.7M (+$10.1K)
Filed 2026-10-27
Great Point Wealth Advisors, LLC
UNCHANGED
Shares12,001 from 12,001
Change0 (0%)
Value$2.7M (+$14.6K)
Filed 2026-10-15
Sutton Place Investors LLC
INCREASED
Shares11,989 from 11,843
Change+146 (+1%)
Value$2.7M (+$47.8K)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares11,929 from 13,752
Change-1,823 (-13%)
Value$2.7M (-$399.4K)
Filed 2026-10-28
AFG Fiduciary Services Limited Partnership
DECREASED
Shares11,725 from 11,999
Change-274 (-2%)
Value$2.7M (-$17.7K)
Filed 2026-10-21
B&D White Capital Company, LLC
UNCHANGED
Shares11,691 from 11,691
Change0 (0%)
Value$2.7M (+$14.3K)
Filed 2026-11-02
NorthLanding Financial Partners, LLC
DECREASED
Shares11,685 from 11,716
Change-31 (0%)
Value$2.7M (+$7.2K)
Filed 2026-10-15
WealthBridge Capital Management, LLC
DECREASED
Shares11,523 from 11,797
Change-274 (-2%)
Value$2.6M (-$48.1K)
Filed 2026-10-16
BigSur Wealth Management LLC
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$2.6M (+$14.0K)
Filed 2026-10-13
Merkkuri Wealth Advisors LLC
INCREASED
Shares11,412 from 11,382
Change+30 (+0%)
Value$2.6M (+$20.8K)
Filed 2026-11-03
Councilor Wealth, LLC
INCREASED
Shares11,375 from 11,372
Change+3 (+0%)
Value$2.6M (+$14.7K)
Filed 2026-10-09
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares11,355 from 11,417
Change-62 (-1%)
Value$2.6M (-$290)
Filed 2026-11-04
Total Investment Management Inc
INCREASED
Shares11,354 from 10,900
Change+454 (+4%)
Value$2.6M (+$66.2K)
Filed 2026-10-22
True Private Wealth Advisors
DECREASED
Shares11,215 from 11,411
Change-196 (-2%)
Value$2.6M (-$30.8K)
Filed 2026-10-19
Alterna Wealth Management, Inc
INCREASED
Shares11,049 from 10,239
Change+810 (+8%)
Value$2.5M (+$197.3K)
Filed 2026-10-27
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares10,893 from 10,893
Change0 (0%)
Value$2.5M (+$13.3K)
Filed 2026-10-27
Guilbault Capital LLC
DECREASED
Shares10,892 from 12,668
Change-1,776 (-14%)
Value$2.5M (-$389.9K)
Filed 2026-10-28
Marietta Wealth Management, LLC
INCREASED
Shares10,740 from 10,738
Change+2 (+0%)
Value$2.5M (+$75.7K)
Filed 2026-10-22
Wealth Dimensions Group, Ltd.
DECREASED
Shares10,723 from 10,791
Change-68 (-1%)
Value$2.4M (-$2.4K)
Filed 2026-11-02
Able Wealth Management LLC
INCREASED
Shares10,584 from 10,582
Change+2 (+0%)
Value$2.4M (+$37.1K)
Filed 2026-10-13
FWG Investments, Llc.
INCREASED
Shares10,446 from 7,793
Change+2,653 (+34%)
Value$2.4M (+$615.1K)
Filed 2026-11-03
Fortitude Family Office, LLC
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$2.4M (+$12.6K)
Filed 2026-10-14
Dumont & Blake Investment Advisors LLC
DECREASED
Shares10,292 from 10,353
Change-61 (-1%)
Value$2.3M (-$1.3K)
Filed 2026-10-28
Krilogy Financial LLC
INCREASED
Shares10,291 from 6,769
Change+3,522 (+52%)
Value$2.4M (+$870.1K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares10,203 from 9,579
Change+624 (+7%)
Value$2.3M (+$154.1K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
DECREASED
Shares10,152 from 10,730
Change-578 (-5%)
Value$2.3M (-$118.9K)
Filed 2026-11-02
Focused Alpha, LLC
DECREASED
Shares10,110 from 10,285
Change-175 (-2%)
Value$2.3M (-$27.3K)
Filed 2026-10-20
High Point Wealth Management, LLC
INCREASED
Shares10,073 from 10,047
Change+26 (+0%)
Value$2.3M (+$18.4K)
Filed 2026-11-05
CLG LLC
DECREASED
Shares10,015 from 10,173
Change-158 (-2%)
Value$2.3M (-$23.5K)
Filed 2026-10-13
Sterling Investment Counsel, LLC
INCREASED
Shares10,003 from 9,740
Change+263 (+3%)
Value$2.3M (+$71.9K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares9,954 from 9,259
Change+695 (+8%)
Value$2.3M (+$169.9K)
Filed 2026-11-03
Cassilly Financial Group LLC
INCREASED
Shares9,876 from 9,701
Change+175 (+2%)
Value$2.3M (+$51.8K)
Filed 2026-10-07
Tranquility Partners, LLC
DECREASED
Shares9,870 from 10,187
Change-317 (-3%)
Value$2.3M (-$59.9K)
Filed 2026-10-20
International Assets Investment Management, LLC
INCREASED
Shares9,833 from 9,466
Change+367 (+4%)
Value$2.2M (+$91.8K)
Filed 2026-11-02
Beacon Advisors Holdings, LLC
DECREASED
Shares9,663 from 9,715
Change-52 (-1%)
Value$2.2M (-$18)
Filed 2026-10-27
Unify Financial Advisors
INCREASED
Shares9,649 from 9,012
Change+637 (+7%)
Value$2.2M (+$156.3K)
Filed 2026-11-03
Omni 360 Wealth, Inc.
DECREASED
Shares9,627 from 9,716
Change-89 (-1%)
Value$2.2M (-$8.5K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares9,573 from 9,173
Change+400 (+4%)
Value$2.2M (+$102.5K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares9,567 from 5,038
Change+4,529 (+90%)
Value$2.2M (+$1.0M)
Filed 2026-11-04
CRA Financial Services, LLC
INCREASED
Shares9,469 from 8,930
Change+539 (+6%)
Value$2.2M (+$134.0K)
Filed 2026-10-16
Raleigh Capital Management Inc.
INCREASED
Shares9,442 from 9,216
Change+226 (+2%)
Value$2.2M (+$62.8K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
DECREASED
Shares9,356 from 9,610
Change-254 (-3%)
Value$2.1M (-$46.3K)
Filed 2026-10-13
Financial Solutions Advisory Group, Inc.
INCREASED
Shares9,355 from 8,905
Change+450 (+5%)
Value$2.2M (+$155.4K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares9,262 from 8,771
Change+491 (+6%)
Value$2.1M (+$130.3K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
UNCHANGED
Shares9,237 from 9,237
Change0 (0%)
Value$2.1M (+$11.3K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares9,199 from 9,199
Change0 (0%)
Value$2.1M (+$11.2K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares9,176 from 8,612
Change+564 (+7%)
Value$2.1M (+$139.3K)
Filed 2026-10-14
Neumann Capital Management, LLC
INCREASED
Shares9,164 from 9,009
Change+155 (+2%)
Value$2.1M (+$46.4K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares9,141 from 13,824
Change-4,683 (-34%)
Value$2.1M (-$1.1M)
Filed 2026-10-15
Signal Advisors Wealth, LLC
DECREASED
Shares9,002 from 9,385
Change-383 (-4%)
Value$2.1M (-$76.0K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
DECREASED
Shares8,900 from 9,621
Change-721 (-7%)
Value$2.0M (-$153.0K)
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares8,889 from 10,074
Change-1,185 (-12%)
Value$2.0K (-$2.3M)
Filed 2026-10-23
Orgel Wealth Management, LLC
INCREASED
Shares8,860 from 8,443
Change+417 (+5%)
Value$2.0M (+$105.5K)
Filed 2026-10-14
Northland Securities, Inc.
INCREASED
Shares8,833 from 8,736
Change+97 (+1%)
Value$2.0M (+$32.9K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares8,761 from 8,759
Change+2 (+0%)
Value$2.0M (+$11.0K)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED
Shares8,721 from 7,609
Change+1,112 (+15%)
Value$2.0M (+$275.5K)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
INCREASED
Shares8,716 from 6,370
Change+2,346 (+37%)
Value$2.0M (+$543.1K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares8,716 from 8,162
Change+554 (+7%)
Value$2.0M (+$136.3K)
Filed 2026-11-05
Simon Quick Advisors, LLC
INCREASED
Shares8,714 from 8,606
Change+108 (+1%)
Value$2.0M (+$35.1K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
DECREASED
Shares8,610 from 8,654
Change-44 (-1%)
Value$2.0M (+$529)
Filed 2026-11-03
Perennial Advisors, LLC
UNCHANGED
Shares8,473 from 8,473
Change0 (0%)
Value$1.9M (+$10.3K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares8,446 from 6,776
Change+1,670 (+25%)
Value$1.9K (-$1.5M)
Filed 2026-10-22
Nottingham Advisors, Inc.
DECREASED
Shares8,411 from 9,484
Change-1,073 (-11%)
Value$1.9M (-$226.3K)
Filed 2026-10-29
Wespac Advisors, LLC
INCREASED
Shares8,384 from 5,507
Change+2,877 (+52%)
Value$1.9M (+$663.5K)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares8,363 from 9,818
Change-1,455 (-15%)
Value$1.9M (-$320.2K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares8,151 from 7,973
Change+178 (+2%)
Value$1.9M (+$50.4K)
Filed 2026-10-15
Tctc Holdings, LLC
INCREASED
Shares8,150 from 7,886
Change+264 (+3%)
Value$1.9M (+$69.9K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
DECREASED
Shares8,146 from 8,202
Change-56 (-1%)
Value$1.9M (-$2.6K)
Filed 2026-10-14
Infinity Wealth Counsel, LLC
UNCHANGED
Shares8,109 from 8,109
Change0 (0%)
Value$1.9M (+$9.9K)
Filed 2026-10-15
Pinnacle Associates LTD
INCREASED
Shares8,101 from 7,738
Change+363 (+5%)
Value$1.8M (+$92.2K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares8,098 from 8,855
Change-757 (-9%)
Value$1.8M (-$162.0K)
Filed 2026-11-05
Finley Financial, LLC
DECREASED
Shares8,090 from 8,635
Change-545 (-6%)
Value$1.8M (-$111.2K)
Filed 2026-10-28
Woodward Financial Advisors, Inc.
UNCHANGED
Shares8,072 from 8,072
Change0 (0%)
Value$1.8M (+$9.8K)
Filed 2026-10-19
Hopwood Financial Services, Inc.
UNCHANGED
Shares8,063 from 8,063
Change0 (0%)
Value$1.8M (+$9.8K)
Filed 2026-10-29
Braeburn Wealth Management LLC
DECREASED
Shares7,956 from 8,177
Change-221 (-3%)
Value$1.8M (-$40.7K)
Filed 2026-10-15
Trilogy Capital Inc.
DECREASED
Shares7,811 from 7,990
Change-179 (-2%)
Value$1.8M (-$31.1K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares7,792 from 7,792
Change0 (0%)
Value$1.8M (+$9.5K)
Filed 2026-10-22
Mullaney, Keating & Wright, Inc.
DECREASED
Shares7,728 from 8,132
Change-404 (-5%)
Value$1.8M (-$82.4K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares7,710 from 6,446
Change+1,264 (+20%)
Value$1.8M (+$296.4K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares7,708 from 7,703
Change+5 (+0%)
Value$1.8M (+$10.6K)
Filed 2026-11-05
Arwa LLC
DECREASED
Shares7,658 from 20,303
Change-12,645 (-62%)
Value$1.8M (-$2.9M)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares7,590 from 7,419
Change+171 (+2%)
Value$1.7M (+$48.2K)
Filed 2026-11-03
AWM Capital, LLC
INCREASED
Shares7,513 from 7,497
Change+16 (+0%)
Value$1.7M (+$12.9K)
Filed 2026-10-16
Forum Financial Management, LP
DECREASED
Shares7,479 from 7,686
Change-207 (-3%)
Value$1.7M (-$37.9K)
Filed 2026-10-16
Taylor Financial Group, Inc.
INCREASED
Shares7,475 from 7,284
Change+191 (+3%)
Value$1.7M (+$52.5K)
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares7,414 from 7,238
Change+176 (+2%)
Value$1.7M (+$48.9K)
Filed 2026-10-22
Avantra Family Wealth, Inc.
DECREASED
Shares7,395 from 7,555
Change-160 (-2%)
Value$1.7M (-$27.3K)
Filed 2026-10-20
Whitcomb & Hess, Inc.
INCREASED
Shares7,381 from 7,188
Change+193 (+3%)
Value$1.7M (+$53.0K)
Filed 2026-10-07
Greenwood Gearhart LLC
DECREASED
Shares7,366 from 7,436
Change-70 (-1%)
Value$1.7M (-$6.9K)
Filed 2026-11-02
Klaas Financial Asset Advisors, LLC
DECREASED
Shares7,343 from 7,446
Change-103 (-1%)
Value$1.7M (-$14.4K)
Filed 2026-10-19
Salem Investment Counselors Inc
DECREASED
Shares7,300 from 7,309
Change-9 (0%)
Value$1.7M (+$6.9K)
Filed 2026-10-13
ASL Financial, LLC
INCREASED
Shares7,276 from 4,586
Change+2,690 (+59%)
Value$1.7M (+$619.7K)
Filed 2026-10-15
Professional Financial Advisors, LLC
DECREASED
Shares7,267 from 7,592
Change-325 (-4%)
Value$1.7M (-$64.8K)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares7,196 from 7,356
Change-160 (-2%)
Value$1.7M (+$14.1K)
Filed 2026-10-15
Bailard, Inc.
DECREASED
Shares7,178 from 7,439
Change-261 (-4%)
Value$1.6M (-$50.5K)
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares7,177 from 7,570
Change-393 (-5%)
Value$1.6M (-$80.5K)
Filed 2026-10-28
Private Wealth Management Group, LLC
UNCHANGED
Shares7,164 from 7,164
Change0 (0%)
Value$1.6M (+$8.7K)
Filed 2026-10-19
Diversified Portfolios, Inc.
DECREASED
Shares7,149 from 7,275
Change-126 (-2%)
Value$1.6M (-$19.9K)
Filed 2026-11-04
Allstreet Capital Advisors LLC
UNCHANGED
Shares7,102 from 7,102
Change0 (0%)
Value$1.6M (+$8.7K)
Filed 2026-11-04
Burkett Financial Services, LLC
DECREASED
Shares7,094 from 7,544
Change-450 (-6%)
Value$1.6M (-$93.5K)
Filed 2026-10-01
Semus Wealth Partners LLC
INCREASED
Shares7,040 from 6,425
Change+615 (+10%)
Value$1.6M (+$148.2K)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares6,970
Change+6,970
Value$1.6M
Filed 2026-10-29
TrinityBridge Ltd
UNCHANGED
Shares6,958 from 6,958
Change0 (0%)
Value$1.6K (-$1.6M)
Filed 2026-10-30
Fiduciary Alliance LLC
INCREASED
Shares6,956 from 6,944
Change+12 (+0%)
Value$1.6M (+$11.2K)
Filed 2026-10-13
Catalyst Private Wealth, LLC
UNCHANGED
Shares6,941 from 6,941
Change0 (0%)
Value$1.6M (+$8.5K)
Filed 2026-10-13
Apex Wealth Management, LLC
INCREASED
Shares6,916 from 6,902
Change+14 (+0%)
Value$1.6M (+$11.7K)
Filed 2026-10-20
First Horizon Corp
INCREASED
Shares6,914 from 5,907
Change+1,007 (+17%)
Value$1.6M (+$237.1K)
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares6,861 from 6,931
Change-70 (-1%)
Value$1.6M (-$7.5K)
Filed 2026-10-07
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares6,803 from 6,916
Change-113 (-2%)
Value$1.6M (-$17.4K)
Filed 2026-10-15
LifeSteps Financial, Inc.
INCREASED
Shares6,797 from 1,516
Change+5,281 (+348%)
Value$1.6M (+$1.2M)
Filed 2026-10-15
Trust Co of Toledo NA
DECREASED
Shares6,663 from 6,826
Change-163 (-2%)
Value$1.5M (-$28.9K)
Filed 2026-10-16
Integrated Wealth Management
DECREASED
Shares6,639 from 6,809
Change-170 (-2%)
Value$1.5M (-$30.6K)
Filed 2026-10-19
Mattern Wealth Management LLC
DECREASED
Shares6,630 from 6,650
Change-20 (0%)
Value$1.5M (+$3.5K)
Filed 2026-11-04
Latitude Advisors, LLC
INCREASED
Shares6,540 from 6,432
Change+108 (+2%)
Value$1.5M (+$32.5K)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
DECREASED
Shares6,536 from 6,641
Change-105 (-2%)
Value$1.5M (-$15.9K)
Filed 2026-10-26
Legacy Advisors, LLC
UNCHANGED
Shares6,482 from 6,482
Change0 (0%)
Value$1.5M (+$7.9K)
Filed 2026-10-19
Asempa Wealth Advisors
DECREASED
Shares6,454 from 6,742
Change-288 (-4%)
Value$1.5M (-$55.5K)
Filed 2026-10-07
Corundum Group, Inc.
INCREASED
Shares6,430 from 5,790
Change+640 (+11%)
Value$1.5M (+$153.2K)
Filed 2026-10-28
Fonville Wealth Management LLC
DECREASED
Shares6,415 from 6,600
Change-185 (-3%)
Value$1.5M (-$34.2K)
Filed 2026-10-28
Eagle Bay Advisors LLC
INCREASED
Shares6,406 from 3,545
Change+2,861 (+81%)
Value$1.5M (+$657.4K)
Filed 2026-10-16
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares6,379 from 7,160
Change-781 (-11%)
Value$1.5M (-$169.6K)
Filed 2026-10-16
Gilliland Jeter Wealth Management LLC
DECREASED
Shares6,367 from 6,660
Change-293 (-4%)
Value$1.5M (-$58.8K)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares6,359 from 5,352
Change+1,007 (+19%)
Value$1.5M (+$242.9K)
Filed 2026-10-09
Parkway Wealth Management Group, LLC
INCREASED
Shares6,307 from 4,455
Change+1,852 (+42%)
Value$1.4M (+$428.2K)
Filed 2026-10-20
LTG Capital LLC
DECREASED
Shares6,272 from 6,284
Change-12 (0%)
Value$1.4M (+$4.9K)
Filed 2026-11-04
Mason & Associates, LLC
DECREASED
Shares6,246 from 6,404
Change-158 (-2%)
Value$1.4M (-$28.3K)
Filed 2026-10-26
LexAurum Advisors, LLC
INCREASED
Shares6,213 from 6,204
Change+9 (+0%)
Value$1.4M (+$9.7K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
DECREASED
Shares6,142 from 6,162
Change-20 (0%)
Value$1.4M (+$2.9K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares6,110 from 1,119
Change+4,991 (+446%)
Value$1.4M (+$1.1M)
Filed 2026-10-29
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares6,099 from 6,126
Change-27 (0%)
Value$1.4M (+$1.4K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares6,093 from 4,629
Change+1,464 (+32%)
Value$1.4M (+$339.8K)
Filed 2026-11-03
Aspire Private Capital, LLC
DECREASED
Shares6,039 from 6,112
Change-73 (-1%)
Value$1.4M (-$9.2K)
Filed 2026-11-05
Wealth Effects LLC
UNCHANGED
Shares6,014 from 6,014
Change0 (0%)
Value$1.4M (+$7.3K)
Filed 2026-10-23
RF&L Wealth Management, LLC
NEW
Shares6,000
Change+6,000
Value$1.4M
Filed 2026-10-20
TrueWealth Advisors, LLC
INCREASED
Shares5,998 from 5,943
Change+55 (+1%)
Value$1.4M (+$19.7K)
Filed 2026-10-09
Montecito Bank & Trust
UNCHANGED
Shares5,974 from 5,974
Change0 (0%)
Value$1.4M (+$7.3K)
Filed 2026-10-01
Cadinha & Co LLC
DECREASED
Shares5,890 from 5,935
Change-45 (-1%)
Value$1.3M (-$3.0K)
Filed 2026-10-22
Crescent Grove Advisors, LLC
DECREASED
Shares5,849 from 6,140
Change-291 (-5%)
Value$1.3M (-$58.9K)
Filed 2026-10-21
Lee Financial Co
DECREASED
Shares5,757 from 5,839
Change-82 (-1%)
Value$1.3M (-$11.6K)
Filed 2026-10-16
Hilltop National Bank
DECREASED
Shares5,735 from 5,740
Change-5 (0%)
Value$1.3M (+$5.9K)
Filed 2026-10-14
MN Wealth Advisors, LLC
INCREASED
Shares5,705 from 5,608
Change+97 (+2%)
Value$1.3M (+$28.8K)
Filed 2026-10-23
Sendero Wealth Management, LLC
INCREASED
Shares5,694 from 5,692
Change+2 (+0%)
Value$1.3M (+$7.5K)
Filed 2026-10-14
IPG Investment Advisors LLC
DECREASED
Shares5,692 from 5,896
Change-204 (-3%)
Value$1.3M (-$39.4K)
Filed 2026-10-30
Midland Wealth Advisors, LLC
DECREASED
Shares5,608 from 5,792
Change-184 (-3%)
Value$1.3M (-$34.9K)
Filed 2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares5,581 from 5,581
Change0 (0%)
Value$1.3M (+$6.8K)
Filed 2026-11-02
Venture Visionary Partners LLC
DECREASED
Shares5,550 from 5,679
Change-129 (-2%)
Value$1.3M (-$22.5K)
Filed 2026-10-07
Idaho Trust Co
DECREASED
Shares5,525 from 5,914
Change-389 (-7%)
Value$1.3M (-$81.6K)
Filed 2026-11-04
Breachway Investments LLC
DECREASED
Shares5,423 from 5,591
Change-168 (-3%)
Value$1.2M (-$31.5K)
Filed 2026-10-19
Conning Inc.
UNCHANGED
Shares5,390 from 5,390
Change0 (0%)
Value$1.2M (+$6.6K)
Filed 2026-10-27
Fairscale Capital, LLC
INCREASED
Shares5,387 from 5,386
Change+1 (+0%)
Value$1.3M (+$67.4K)
Filed 2026-11-04
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares5,353 from 5,439
Change-86 (-2%)
Value$1.2M (-$13.0K)
Filed 2026-10-29
Canopy Partners, LLC
UNCHANGED
Shares5,296 from 5,296
Change0 (0%)
Value$1.2M (+$6.5K)
Filed 2026-10-28
Beacon Financial Group
INCREASED
Shares5,295 from 5,199
Change+96 (+2%)
Value$1.2M (+$28.2K)
Filed 2026-10-19
Quadrant Capital Group LLC
UNCHANGED
Shares5,255 from 5,255
Change0 (0%)
Value$1.2M (+$36.8K)
Filed 2026-10-20
Chapin Davis, Inc.
DECREASED
Shares5,239 from 5,321
Change-82 (-2%)
Value$1.2M (-$12.2K)
Filed 2026-10-09
AMG National Trust Bank
UNCHANGED
Shares5,238 from 5,238
Change0 (0%)
Value$1.2M (+$6.4K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares5,231 from 5,231
Change0 (0%)
Value$1.2M (+$6.4K)
Filed 2026-11-05
One Advisory Partners, LLC
DECREASED
Shares5,227 from 76,462
Change-71,235 (-93%)
Value$1.2M (-$16.2M)
Filed 2026-10-22
Michels Family Financial, LLC
DECREASED
Shares5,205 from 5,242
Change-37 (-1%)
Value$1.2M (-$2.0K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares5,204 from 5,195
Change+9 (+0%)
Value$1.2M (-$13.9K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
DECREASED
Shares5,202 from 5,349
Change-147 (-3%)
Value$1.2M (-$27.1K)
Filed 2026-10-26
Net Worth Advisory Group
INCREASED
Shares5,168 from 4,997
Change+171 (+3%)
Value$1.2M (+$46.7K)
Filed 2026-10-20
Decker Wealth Management LLC
UNCHANGED
Shares5,168 from 5,168
Change0 (0%)
Value$1.2M (+$6.3K)
Filed 2026-10-09
Milestone Asset Management Group, LLC
INCREASED
Shares5,154 from 5,101
Change+53 (+1%)
Value$1.2M (+$18.2K)
Filed 2026-10-20
Towerpoint Wealth, LLC
DECREASED
Shares5,138 from 5,317
Change-179 (-3%)
Value$1.2M (-$34.3K)
Filed 2026-10-13
Cooper Financial Group
DECREASED
Shares5,075 from 5,175
Change-100 (-2%)
Value$1.2M (-$16.6K)
Filed 2026-10-07
Cape Investment Advisory, Inc.
INCREASED
Shares5,046 from 3,884
Change+1,162 (+30%)
Value$1.2M (+$270.0K)
Filed 2026-10-13
Marino, Stram & Associates LLC
INCREASED
Shares5,040 from 5,021
Change+19 (+0%)
Value$1.2M (+$10.4K)
Filed 2026-10-22
Pennsylvania Capital Management Inc
UNCHANGED
Shares5,034 from 5,034
Change0 (0%)
Value$1.1M (+$6.1K)
Filed 2026-11-05
Waldron Private Wealth LLC
DECREASED
Shares5,002 from 5,244
Change-242 (-5%)
Value$1.1M (-$48.8K)
Filed 2026-11-02
Noble Family Wealth, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.1M (+$6.1K)
Filed 2026-10-26
Turn8 Private Wealth Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.1M (-$17.2K)
Filed 2026-11-05
Farmers & Merchants Investments Inc
INCREASED
Shares4,906 from 4,779
Change+127 (+3%)
Value$1.1M (+$34.8K)
Filed 2026-10-22
Legacy Wealth Partners, LLC
DECREASED
Shares4,884 from 4,912
Change-28 (-1%)
Value$1.1M (-$399)
Filed 2026-10-15
Castleview Partners, LLC
INCREASED
Shares4,877 from 3,630
Change+1,247 (+34%)
Value$1.1M (+$289.1K)
Filed 2026-10-09
Evensky & Katz LLC
INCREASED
Shares4,831 from 4,816
Change+15 (+0%)
Value$1.1K (-$1.1M)
Filed 2026-10-27
Gallagher Capital Advisors, LLC
INCREASED
Shares4,829 from 4,810
Change+19 (+0%)
Value$1.1M (+$10.3K)
Filed 2026-10-09
Tarbox Family Office, Inc.
UNCHANGED
Shares4,788 from 4,788
Change0 (0%)
Value$1.1M (+$5.8K)
Filed 2026-10-23
Tactive Advisors, LLC
INCREASED
Shares4,763 from 4,602
Change+161 (+4%)
Value$1.1M (+$42.3K)
Filed 2026-10-08
J. Safra Sarasin Holding AG
UNCHANGED
Shares4,753 from 4,753
Change0 (0%)
Value$1.1M (+$9.5K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares4,732 from 4,727
Change+5 (+0%)
Value$1.1M (+$6.9K)
Filed 2026-10-30
Evanson Financial, LLC
DECREASED
Shares4,729 from 4,806
Change-77 (-2%)
Value$1.1M (-$11.8K)
Filed 2026-10-23
Guardian Financial Partners, LLC
INCREASED
Shares4,694 from 4,678
Change+16 (+0%)
Value$1.1M (+$9.4K)
Filed 2026-11-04
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares4,612 from 4,612
Change0 (0%)
Value$1.1M (+$5.7K)
Filed 2026-10-19
Iams Wealth Management, LLC
DECREASED
Shares4,606 from 4,718
Change-112 (-2%)
Value$1.1M (-$19.8K)
Filed 2026-10-15
FSM Wealth Advisors, LLC
INCREASED
Shares4,599 from 4,594
Change+5 (+0%)
Value$1.1M (+$24.8K)
Filed 2026-10-27
Apollon Financial, LLC
INCREASED
Shares4,589 from 4,587
Change+2 (+0%)
Value$1.0M (+$6.0K)
Filed 2026-10-23
Berman McAleer LLC
UNCHANGED
Shares4,582 from 4,582
Change0 (0%)
Value$1.0M (+$5.6K)
Filed 2026-10-16
MacKenzie Financial Corp
INCREASED
Shares4,560 from 3,858
Change+702 (+18%)
Value$1.0M (+$165.0K)
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares4,538 from 4,538
Change0 (0%)
Value$1.0M (+$5.5K)
Filed 2026-10-20
Integras Partners LLC
INCREASED
Shares4,535 from 4,275
Change+260 (+6%)
Value$1.0M (+$64.6K)
Filed 2026-10-30
Central Trust Co
INCREASED
Shares4,507 from 4,371
Change+136 (+3%)
Value$1.0M (+$36.4K)
Filed 2026-11-05
Americana Partners, LLC
INCREASED
Shares4,498 from 4,492
Change+6 (+0%)
Value$1.0M (+$6.8K)
Filed 2026-10-28
Eagle Strategies LLC
DECREASED
Shares4,492 from 4,752
Change-260 (-5%)
Value$1.0M (-$53.6K)
Filed 2026-10-16
Aspiriant, LLC
INCREASED
Shares4,489 from 4,430
Change+59 (+1%)
Value$1.0M (+$18.4K)
Filed 2026-10-16
Mainstream Capital Management LLC
INCREASED
Shares4,483 from 1,149
Change+3,334 (+290%)
Value$1.0M (+$762.5K)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$1.0M (+$5.5K)
Filed 2026-10-02
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares4,472 from 4,472
Change0 (0%)
Value$1.0M (+$5.5K)
Filed 2026-10-13
JSF Financial, LLC
DECREASED
Shares4,462 from 4,895
Change-433 (-9%)
Value$1.0M (-$92.7K)
Filed 2026-10-22
MKT Advisors LLC
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$1.0M (+$6.2K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares4,414 from 8,579
Change-4,165 (-49%)
Value$1.0M (-$923.0K)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED
Shares4,326 from 3,304
Change+1,022 (+31%)
Value$987.5K (+$237.3K)
Filed 2026-11-04
MBA Advisors LLC
INCREASED
Shares4,323 from 4,206
Change+117 (+3%)
Value$986.9K (+$31.8K)
Filed 2026-10-29
Eastern Bank
INCREASED
Shares4,317 from 3,634
Change+683 (+19%)
Value$985.5K (+$160.3K)
Filed 2026-10-05
Flagship Private Wealth, LLC
DECREASED
Shares4,316 from 4,386
Change-70 (-2%)
Value$985.2K (-$10.7K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares4,285 from 4,030
Change+255 (+6%)
Value$978.1K (+$63.2K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
UNCHANGED
Shares4,284 from 4,284
Change0 (0%)
Value$978.0K (+$5.2K)
Filed 2026-10-13
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares4,236 from 4,254
Change-18 (0%)
Value$967.1K (+$1.1K)
Filed 2026-11-05
First Command Advisory Services, Inc.
INCREASED
Shares4,209 from 629
Change+3,580 (+569%)
Value$960.8K (+$818.0K)
Filed 2026-11-05
Kennedy Investment Group, Inc.
DECREASED
Shares4,203 from 4,277
Change-74 (-2%)
Value$959.3K (-$11.8K)
Filed 2026-10-21
Summit Asset Management, LLC
DECREASED
Shares4,158 from 4,197
Change-39 (-1%)
Value$949.2K (-$3.8K)
Filed 2026-11-05
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares4,118 from 4,118
Change0 (0%)
Value$940.1K (+$5.1K)
Filed 2026-10-15
Central Pacific Bank - Trust Division
UNCHANGED
Shares4,114 from 4,114
Change0 (0%)
Value$939.1K (+$5.0K)
Filed 2026-10-06
One Way Holdings LLC
INCREASED
Shares4,109 from 3,113
Change+996 (+32%)
Value$938.0K (+$231.2K)
Filed 2026-10-29
Oregon Pacific Wealth Management, LLC
DECREASED
Shares4,102 from 4,117
Change-15 (0%)
Value$936.4K (+$1.6K)
Filed 2026-10-20
Clientfirst Wealth Management, LLC
UNCHANGED
Shares4,066 from 4,066
Change0 (0%)
Value$928.2K (+$5.0K)
Filed 2026-11-04
Bison Wealth, LLC
DECREASED
Shares4,039 from 4,309
Change-270 (-6%)
Value$944.7K (-$50.3K)
Filed 2026-10-13
Aegis Wealth Management, Inc.
INCREASED
Shares4,037 from 3,550
Change+487 (+14%)
Value$921.6K (+$115.5K)
Filed 2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED
Shares4,028 from 4,028
Change0 (0%)
Value$919.5K (+$4.9K)
Filed 2026-10-16
Blue Capital, Inc.
DECREASED
Shares3,994 from 4,044
Change-50 (-1%)
Value$911.9K (-$6.4K)
Filed 2026-10-13
Angeles Wealth Management, LLC
INCREASED
Shares3,991 from 3,691
Change+300 (+8%)
Value$911.1K (+$73.0K)
Filed 2026-10-26
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares3,969 from 3,969
Change0 (0%)
Value$906.0K (+$2.0K)
Filed 2026-10-09
Lockerman Financial Group, Inc.
INCREASED
Shares3,946 from 3,560
Change+386 (+11%)
Value$900.8K (+$92.5K)
Filed 2026-10-19
RCS Financial Planning, LLC
DECREASED
Shares3,922 from 4,344
Change-422 (-10%)
Value$895.3K (-$91.0K)
Filed 2026-10-14
SBK Financial, Inc.
UNCHANGED
Shares3,914 from 3,914
Change0 (0%)
Value$893.5K (+$4.8K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,908 from 3,982
Change-74 (-2%)
Value$892.0K (-$12.1K)
Filed 2026-10-23
Fulcrum Equity Management
INCREASED
Shares3,867 from 3,415
Change+452 (+13%)
Value$882.7K (+$107.2K)
Filed 2026-10-21
Aprio Wealth Management, LLC
INCREASED
Shares3,863 from 3,771
Change+92 (+2%)
Value$881.9K (+$25.8K)
Filed 2026-10-28
Fairvoy Private Wealth, LLC
DECREASED
Shares3,789 from 6,002
Change-2,213 (-37%)
Value$864.9K (-$497.9K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares3,766 from 3,766
Change0 (0%)
Value$859.7K (+$4.6K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares3,763 from 3,672
Change+91 (+2%)
Value$858.9K (+$25.2K)
Filed 2026-10-26
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares3,754 from 3,754
Change0 (0%)
Value$857.0K (+$4.6K)
Filed 2026-10-08
Elevated Capital Advisors, LLC
INCREASED
Shares3,752 from 3,116
Change+636 (+20%)
Value$856.5K (+$148.9K)
Filed 2026-11-04
Certified Advisory Corp
DECREASED
Shares3,731 from 4,219
Change-488 (-12%)
Value$851.8K (-$106.3K)
Filed 2026-10-29
Milestones Private Investment Advisors LLC
DECREASED
Shares3,730 from 3,875
Change-145 (-4%)
Value$851.5K (-$28.4K)
Filed 2026-10-19
Facet Wealth, Inc.
DECREASED
Shares3,704 from 3,995
Change-291 (-7%)
Value$845.5K (-$61.6K)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares3,687 from 3,687
Change0 (0%)
Value$841.7K (+$4.5K)
Filed 2026-10-23
NBT Bank, N.A.
DECREASED
Shares3,657 from 3,663
Change-6 (0%)
Value$834.8K (+$3.1K)
Filed 2026-10-21
Atlatl Advisers LLC
DECREASED
Shares3,652 from 3,705
Change-53 (-1%)
Value$833.7K (-$7.6K)
Filed 2026-10-22
Arsenal Capital Advisors LLC
UNCHANGED
Shares3,646 from 3,646
Change0 (0%)
Value$832.3K (+$4.4K)
Filed 2026-11-02
Fortress Financial Group, LLC
UNCHANGED
Shares3,646 from 3,646
Change0 (0%)
Value$832.3K (+$4.4K)
Filed 2026-10-21
Clarity Capital Advisors, LLC
UNCHANGED
Shares3,639 from 3,639
Change0 (0%)
Value$830.7K (+$4.4K)
Filed 2026-10-27
Christensen, King & Associates Investment Services, Inc.
NEW
Shares3,622
Change+3,622
Value$826.8K
Filed 2026-10-22
LongView Wealth Management
DECREASED
Shares3,622 from 3,711
Change-89 (-2%)
Value$826.9K (-$15.8K)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares3,593 from 1,608
Change+1,985 (+123%)
Value$820.2K (+$455.1K)
Filed 2026-10-20
Anderson Hoagland & Co
UNCHANGED
Shares3,565 from 3,565
Change0 (0%)
Value$853.7K (+$44.2K)
Filed 2026-10-23
Capital Squared Financial LLC
INCREASED
Shares3,562 from 3,198
Change+364 (+11%)
Value$813.1K (+$86.9K)
Filed 2026-10-30
DBK Financial Counsel, LLC
UNCHANGED
Shares3,550 from 3,550
Change0 (0%)
Value$810.4K (+$4.3K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
DECREASED
Shares3,539 from 3,544
Change-5 (0%)
Value$808.0K (+$3.2K)
Filed 2026-10-20
Middleton & Co Inc
DECREASED
Shares3,515 from 3,705
Change-190 (-5%)
Value$802.4K (-$38.9K)
Filed 2026-10-23
KRM Wealth Management L.L.C.
INCREASED
Shares3,470 from 3,462
Change+8 (+0%)
Value$792.1K (+$6.0K)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED
Shares3,466 from 3,467
Change-1 (0%)
Value$791.2K (+$4.0K)
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares3,440
Change+3,440
Value$785.2K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares3,440 from 3,753
Change-313 (-8%)
Value$785.2K (-$66.9K)
Filed 2026-10-14
KFA Private Wealth Group, LLC
DECREASED
Shares3,439 from 3,584
Change-145 (-4%)
Value$785.3K (-$28.6K)
Filed 2026-10-07
Norden Group LLC
UNCHANGED
Shares3,435 from 3,435
Change0 (0%)
Value$784.1K (+$4.2K)
Filed 2026-10-20
Embree Financial Group
INCREASED
Shares3,419 from 3,412
Change+7 (+0%)
Value$780.4K (+$5.8K)
Filed 2026-10-22
Helium Advisors LLC
INCREASED
Shares3,416 from 3,410
Change+6 (+0%)
Value$779.8K (+$5.5K)
Filed 2026-10-23
Client 1ST Advisory Group, LLC
INCREASED
Shares3,407 from 3,357
Change+50 (+1%)
Value$777.8K (+$15.5K)
Filed 2026-10-19
EPG Wealth Management LLC
INCREASED
Shares3,402 from 3,366
Change+36 (+1%)
Value$776.6K (+$12.3K)
Filed 2026-11-03
XML Financial, LLC
NEW
Shares3,398
Change+3,398
Value$775.9K
Filed 2026-10-29
CGN Advisors LLC
INCREASED
Shares3,391 from 2,633
Change+758 (+29%)
Value$774.2K (+$176.2K)
Filed 2026-10-21
Ballast Rock Private Wealth LLC
INCREASED
Shares3,389 from 3,385
Change+4 (+0%)
Value$773.6K (+$5.2K)
Filed 2026-10-26
Riverbend Wealth Management, LLC
DECREASED
Shares3,355 from 3,360
Change-5 (0%)
Value$765.8K (+$2.8K)
Filed 2026-10-15
Evergreen Private Wealth LLC
INCREASED
Shares3,331 from 3,070
Change+261 (+9%)
Value$760.4K (+$63.3K)
Filed 2026-10-30
C2c Wealth Management, LLC
UNCHANGED
Shares3,302 from 3,302
Change0 (0%)
Value$753.8K (+$4.0K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$753.3K (+$4.0K)
Filed 2026-11-02
Capstone Wealth Management Group, LLC
DECREASED
Shares3,290 from 26,449
Change-23,159 (-88%)
Value$679.4K (-$5.3M)
Filed 2026-11-05
Midwest Financial Network, LLC
INCREASED
Shares3,282 from 2,854
Change+428 (+15%)
Value$749.2K (+$101.2K)
Filed 2026-10-13
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares3,276 from 3,149
Change+127 (+4%)
Value$747.8K (+$32.8K)
Filed 2026-10-16
Hohimer Wealth Management, LLC
DECREASED
Shares3,266 from 3,606
Change-340 (-9%)
Value$745.6K (-$73.2K)
Filed 2026-11-04
Financial Partners Group, Inc
INCREASED
Shares3,265 from 3,197
Change+68 (+2%)
Value$745.3K (+$19.4K)
Filed 2026-10-19
Pinnacle Financial Group, LLC / IL
UNCHANGED
Shares3,262 from 3,262
Change0 (0%)
Value$744.7K (+$4.0K)
Filed 2026-10-29
Shulman DeMeo Asset Management LLC
INCREASED
Shares3,259 from 3,255
Change+4 (+0%)
Value$751.1K (+$12.0K)
Filed 2026-10-09
Opal Wealth Advisors, LLC
INCREASED
Shares3,251 from 3,070
Change+181 (+6%)
Value$742.1K (+$45.1K)
Filed 2026-10-16
Quartz Partners, LLC
DECREASED
Shares3,215 from 3,239
Change-24 (-1%)
Value$733.9K (-$1.6K)
Filed 2026-11-03
Magnolia Capital Management LTD
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$734 (+$4)
Filed 2026-10-09
Patton Albertson Miller Group, LLC
UNCHANGED
Shares3,162 from 3,162
Change0 (0%)
Value$721.8K (+$3.9K)
Filed 2026-10-26
Blankinship & Foster, LLC
DECREASED
Shares3,154 from 3,219
Change-65 (-2%)
Value$720.0K (-$10.9K)
Filed 2026-10-19
BAM Wealth Management, LLC
INCREASED
Shares3,129 from 3,101
Change+28 (+1%)
Value$714.3K (+$10.2K)
Filed 2026-10-15
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares3,114 from 3,114
Change0 (0%)
Value$710.9K (+$3.8K)
Filed 2026-10-14
Atlas Brown,Inc.
INCREASED
Shares3,106 from 2,925
Change+181 (+6%)
Value$709.0K (+$44.9K)
Filed 2026-10-09
Camelot Technology Advisors, Inc.
INCREASED
Shares3,101 from 3,090
Change+11 (+0%)
Value$708.0K (+$6.2K)
Filed 2026-10-09
Camden National Bank
DECREASED
Shares3,089 from 3,351
Change-262 (-8%)
Value$705.2K (-$55.7K)
Filed 2026-11-02
Guardian Asset Advisors, LLC
DECREASED
Shares3,084 from 3,088
Change-4 (0%)
Value$704.0K (+$2.8K)
Filed 2026-10-16
Journey Advisory Group, LLC
INCREASED
Shares3,083 from 2,326
Change+757 (+33%)
Value$703.7K (+$175.6K)
Filed 2026-11-04
Veracity Capital LLC
DECREASED
Shares3,067 from 3,108
Change-41 (-1%)
Value$700.2K (-$5.6K)
Filed 2026-10-08
Royal Fund Management, LLC
DECREASED
Shares3,027 from 3,059
Change-32 (-1%)
Value$691.1K (-$3.7K)
Filed 2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED
Shares3,012 from 2,998
Change+14 (+0%)
Value$687.6K (+$6.9K)
Filed 2026-10-26
Essex Bank
UNCHANGED
Shares3,007 from 3,007
Change0 (0%)
Value$686.4K (+$3.7K)
Filed 2026-10-16
Members Wealth LLC
INCREASED
Shares3,006 from 3,004
Change+2 (+0%)
Value$693.7K (+$11.6K)
Filed 2026-10-20
Valpey Financial Services, LLC
INCREASED
Shares2,992 from 2,989
Change+3 (+0%)
Value$683.1K (+$4.5K)
Filed 2026-10-30
Oxler Private Wealth LLC
INCREASED
Shares2,974 from 2,965
Change+9 (+0%)
Value$679.0K (+$5.7K)
Filed 2026-10-21
Durante & Waters, LLC
DECREASED
Shares2,969 from 3,869
Change-900 (-23%)
Value$677.8K (-$200.7K)
Filed 2026-10-28
Syntegra Private Wealth Group, LLC
INCREASED
Shares2,951 from 2,916
Change+35 (+1%)
Value$673.7K (+$11.6K)
Filed 2026-10-13
Spinnaker Investment Group, LLC
INCREASED
Shares2,944 from 2,863
Change+81 (+3%)
Value$671.8K (+$21.8K)
Filed 2026-10-13
71 West Capital Partners
INCREASED
Shares2,910 from 2,660
Change+250 (+9%)
Value$664.3K (+$60.3K)
Filed 2026-11-04
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares2,886 from 2,886
Change0 (0%)
Value$658.9K (+$3.5K)
Filed 2026-11-03
Integrated Capital Management, LLC
INCREASED
Shares2,877 from 2,870
Change+7 (+0%)
Value$656.9K (+$5.1K)
Filed 2026-10-23
MCF Advisors LLC
INCREASED
Shares2,872 from 2,836
Change+36 (+1%)
Value$655.6K (+$11.7K)
Filed 2026-10-28
Postrock Partners LLC
UNCHANGED
Shares2,765 from 2,765
Change0 (0%)
Value$631.2K (+$3.4K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,760 from 2,763
Change-3 (0%)
Value$630.1K (+$2.7K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares2,759
Change+2,759
Value$629.8K
Filed 2026-10-21
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares2,754 from 2,754
Change0 (0%)
Value$628.7K (+$3.4K)
Filed 2026-11-03
Lynch & Associates
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$622.1K (+$3.3K)
Filed 2026-10-13
Independent Wealth Network Inc.
DECREASED
Shares2,701 from 2,779
Change-78 (-3%)
Value$616.5K (-$14.4K)
Filed 2026-10-19
Quadcap Wealth Management, LLC
DECREASED
Shares2,699 from 2,759
Change-60 (-2%)
Value$616.1K (-$10.3K)
Filed 2026-11-02
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares2,689 from 2,689
Change0 (0%)
Value$613.8K (+$3.3K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares2,686 from 2,797
Change-111 (-4%)
Value$613.2K (-$21.9K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares2,678 from 2,677
Change+1 (+0%)
Value$611.3K (+$3.4K)
Filed 2026-11-02
CWS Financial Advisors, LLC
INCREASED
Shares2,653 from 2,651
Change+2 (+0%)
Value$605.6K (+$3.7K)
Filed 2026-10-16
Morton Capital Management LLC
DECREASED
Shares2,649 from 2,759
Change-110 (-4%)
Value$604.7K (-$21.7K)
Filed 2026-10-23
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares2,638 from 2,638
Change0 (0%)
Value$602.2K (+$3.2K)
Filed 2026-10-16
Renasant Bank
DECREASED
Shares2,612 from 3,134
Change-522 (-17%)
Value$596.3K (-$115.3K)
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED
Shares2,609 from 2,599
Change+10 (+0%)
Value$595.6K (+$5.6K)
Filed 2026-10-19
Altfest L J & Co Inc
INCREASED
Shares2,601 from 2,378
Change+223 (+9%)
Value$593.7K (+$53.7K)
Filed 2026-10-27
Welch & Forbes LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$593.5K (+$3.2K)
Filed 2026-11-04
Keystone Wealth Services, LLC
DECREASED
Shares2,581 from 2,867
Change-286 (-10%)
Value$591.8K (-$59.2K)
Filed 2026-11-03
HCR Wealth Advisors
DECREASED
Shares2,580 from 2,745
Change-165 (-6%)
Value$589.0K (-$34.3K)
Filed 2026-10-15
Security National Bank
INCREASED
Shares2,577 from 2,297
Change+280 (+12%)
Value$588.3K (+$66.7K)
Filed 2026-10-26
Confluence Wealth Services, Inc.
INCREASED
Shares2,575 from 2,557
Change+18 (+1%)
Value$587.8K (+$7.3K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares2,547 from 3,079
Change-532 (-17%)
Value$581.5K (-$117.6K)
Filed 2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED
Shares2,523 from 2,523
Change0 (0%)
Value$576.0K (+$3.1K)
Filed 2026-10-21
Macroview Investment Management LLC
INCREASED
Shares2,509 from 2,367
Change+142 (+6%)
Value$572.8K (+$35.3K)
Filed 2026-10-26
High Net Worth Advisory Group LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$570.7K (+$3.1K)
Filed 2026-10-26
Ballentine Capital Advisors, Inc
DECREASED
Shares2,486 from 2,493
Change-7 (0%)
Value$567.6K (+$1.4K)
Filed 2026-10-14
First National Trust Co
INCREASED
Shares2,474 from 2,331
Change+143 (+6%)
Value$564.8K (+$35.5K)
Filed 2026-10-28
Watershed Private Wealth LLC
DECREASED
Shares2,464 from 2,826
Change-362 (-13%)
Value$562.4K (-$79.2K)
Filed 2026-10-30
Aureum Wealth Management, LLC
UNCHANGED
Shares2,455 from 2,455
Change0 (0%)
Value$560.4K (+$3.0K)
Filed 2026-10-15
Heritage Family Offices, LLP
DECREASED
Shares2,429 from 2,473
Change-44 (-2%)
Value$554.4K (-$7.0K)
Filed 2026-11-02
SkyOak Wealth, LLC
DECREASED
Shares2,419 from 2,450
Change-31 (-1%)
Value$552.2K (-$4.1K)
Filed 2026-10-28
Verdence Capital Advisors LLC
DECREASED
Shares2,416 from 2,418
Change-2 (0%)
Value$551.4K (+$2.3K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,377 from 2,333
Change+44 (+2%)
Value$542.7K (+$13.0K)
Filed 2026-10-29
Curbstone Financial Management Corp
UNCHANGED
Shares2,374 from 2,374
Change0 (0%)
Value$541.9K (+$2.9K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
DECREASED
Shares2,366 from 2,395
Change-29 (-1%)
Value$540.2K (-$3.7K)
Filed 2026-10-26
Klingman & Associates, LLC
UNCHANGED
Shares2,363 from 2,363
Change0 (0%)
Value$539.4K (+$2.9K)
Filed 2026-10-20
Sage Mountain Advisors LLC
UNCHANGED
Shares2,362 from 2,362
Change0 (0%)
Value$539.2K (+$2.9K)
Filed 2026-11-02
Prairie Advisory, LLC
INCREASED
Shares2,354 from 1,177
Change+1,177 (+100%)
Value$537.4K (+$270.1K)
Filed 2026-10-19
Washington Trust Bank
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$536.9K (+$2.9K)
Filed 2026-11-03
Realta Investment Advisors
INCREASED
Shares2,348 from 1,091
Change+1,257 (+115%)
Value$536.1K (+$288.3K)
Filed 2026-10-14
4J Wealth Management LLC
DECREASED
Shares2,339 from 2,344
Change-5 (0%)
Value$533.9K (+$1.7K)
Filed 2026-11-02
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares2,337 from 2,329
Change+8 (+0%)
Value$533.6K (+$4.8K)
Filed 2026-10-26
Goelzer Investment Management, Inc.
DECREASED
Shares2,335 from 3,454
Change-1,119 (-32%)
Value$533.0K (-$251.2K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
DECREASED
Shares2,326 from 2,470
Change-144 (-6%)
Value$531.0K (-$29.9K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares2,313 from 2,144
Change+169 (+8%)
Value$527.9K (+$41.1K)
Filed 2026-11-04
Almanack Investment Partners, Llc.
INCREASED
Shares2,309 from 1,998
Change+311 (+16%)
Value$527.1K (+$73.5K)
Filed 2026-11-03
AA Financial Advisors, LLC
INCREASED
Shares2,300 from 1,892
Change+408 (+22%)
Value$524.9K (+$95.3K)
Filed 2026-10-19
PUREfi Wealth, LLC
DECREASED
Shares2,290 from 2,456
Change-166 (-7%)
Value$522.8K (-$34.9K)
Filed 2026-10-19
Clayton Financial Group LLC
UNCHANGED
Shares2,282 from 2,282
Change0 (0%)
Value$521.0K (+$2.8K)
Filed 2026-10-13
Stage Harbor Financial, LLC
UNCHANGED
Shares2,276 from 2,276
Change0 (0%)
Value$519.6K (+$2.8K)
Filed 2026-11-03
Strategy Asset Managers LLC
DECREASED
Shares2,269 from 2,469
Change-200 (-8%)
Value$518.0K (-$42.6K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares2,269 from 2,210
Change+59 (+3%)
Value$519.1K (+$17.3K)
Filed 2026-10-30
Aurora Private Wealth, Inc.
INCREASED
Shares2,260 from 2,257
Change+3 (+0%)
Value$516 (-$511.5K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$515.9K (+$2.8K)
Filed 2026-10-23
Tennessee Valley Asset Management Partners
DECREASED
Shares2,258 from 2,265
Change-7 (0%)
Value$515.5K (+$1.2K)
Filed 2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares2,255 from 2,255
Change0 (0%)
Value$514.8K (+$2.8K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
INCREASED
Shares2,241 from 2,050
Change+191 (+9%)
Value$511.5K (+$45.9K)
Filed 2026-10-14
Cabot Wealth Management Inc
DECREASED
Shares2,233 from 2,292
Change-59 (-3%)
Value$509.7K (-$10.7K)
Filed 2026-11-05
Stewardship Advisors, LLC
INCREASED
Shares2,231 from 2,056
Change+175 (+9%)
Value$509.3K (+$42.5K)
Filed 2026-10-20
Veery Capital, LLC
INCREASED
Shares2,209 from 2,128
Change+81 (+4%)
Value$504.3K (+$21.1K)
Filed 2026-10-07
GreatBanc Trust Co
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$502.2K (+$2.7K)
Filed 2026-11-04
MW Advisory, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$502.2K (+$2.7K)
Filed 2026-10-19
Winthrop Advisory Group LLC
DECREASED
Shares2,193 from 2,563
Change-370 (-14%)
Value$500.6K (-$81.5K)
Filed 2026-10-22
Insight Advisors, LLC/ PA
DECREASED
Shares2,191 from 2,198
Change-7 (0%)
Value$500.2K (+$1.2K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares2,180 from 1,806
Change+374 (+21%)
Value$497.7K (+$87.6K)
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,180 from 2,238
Change-58 (-3%)
Value$497.7K (-$10.5K)
Filed 2026-10-19
Busey Bank
UNCHANGED
Shares2,179 from 2,179
Change0 (0%)
Value$497.4K (+$2.7K)
Filed 2026-10-26
GEN Financial Management, Inc.
DECREASED
Shares2,156 from 2,294
Change-138 (-6%)
Value$492.2K (-$28.7K)
Filed 2026-10-13
Linscomb Wealth, Inc.
UNCHANGED
Shares2,154 from 2,154
Change0 (0%)
Value$491.7K (+$2.6K)
Filed 2026-11-05
Retirement Planning Group, LLC
UNCHANGED
Shares2,135 from 2,135
Change0 (0%)
Value$487.4K (+$2.7K)
Filed 2026-10-19
Plan Group Financial, LLC
DECREASED
Shares2,130 from 3,417
Change-1,287 (-38%)
Value$505.2K (-$270.7K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
INCREASED
Shares2,117 from 1,024
Change+1,093 (+107%)
Value$483.3K (+$250.8K)
Filed 2026-10-21
Salus Financial Advisors, LLC
UNCHANGED
Shares2,115 from 2,115
Change0 (0%)
Value$482.8K (+$2.6K)
Filed 2026-10-20
Kathmere Capital Management, LLC
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$482.4K (+$2.6K)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
UNCHANGED
Shares2,112 from 2,112
Change0 (0%)
Value$482.1K (+$2.6K)
Filed 2026-10-15
Reynders McVeigh Capital Management, LLC
DECREASED
Shares2,111 from 2,233
Change-122 (-5%)
Value$481.9K (-$25.1K)
Filed 2026-10-30
IFG Advisors, LLC
DECREASED
Shares2,111 from 2,126
Change-15 (-1%)
Value$481.9K (-$797)
Filed 2026-10-15
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares2,091 from 2,091
Change0 (0%)
Value$477.0K (+$2.0K)
Filed 2026-11-05
Elevation Wealth Management LLC
DECREASED
Shares2,089 from 2,244
Change-155 (-7%)
Value$477.0K (-$32.6K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
INCREASED
Shares2,074 from 2,066
Change+8 (+0%)
Value$473.4K (+$4.3K)
Filed 2026-10-23
Regatta Capital Group, LLC
INCREASED
Shares2,072 from 2,017
Change+55 (+3%)
Value$473.0K (+$15.0K)
Filed 2026-10-23
World Equity Group, Inc.
DECREASED
Shares2,069 from 4,759
Change-2,690 (-57%)
Value$472.3K (-$608.3K)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares2,069 from 3,185
Change-1,116 (-35%)
Value$472.3K (-$250.8K)
Filed 2026-11-03
Element Pointe Advisors, LLC
UNCHANGED
Shares2,055 from 2,055
Change0 (0%)
Value$469.1K (+$2.5K)
Filed 2026-10-21
Stone Summit Wealth LLC
DECREASED
Shares2,054 from 2,065
Change-11 (-1%)
Value$468.9K (+$8)
Filed 2026-10-14
Worth Financial Advisory Group, LLC
UNCHANGED
Shares2,054 from 2,054
Change0 (0%)
Value$468.9K (+$2.5K)
Filed 2026-10-19
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares2,048 from 2,048
Change0 (0%)
Value$467.5K (+$2.5K)
Filed 2026-10-28
Northwest Financial Advisors
DECREASED
Shares2,018 from 2,138
Change-120 (-6%)
Value$460.7K (-$24.7K)
Filed 2026-10-27
Mosley Wealth Management
DECREASED
Shares2,005 from 2,191
Change-186 (-8%)
Value$472.6K (-$24.9K)
Filed 2026-10-16
KCM Investment Advisors LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$456.6K (+$2.4K)
Filed 2026-10-27
Fulton Bank, N.A.
INCREASED
Shares1,995 from 1,868
Change+127 (+7%)
Value$455.4K (+$31.3K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
DECREASED
Shares1,970 from 2,142
Change-172 (-8%)
Value$449.7K (-$36.7K)
Filed 2026-10-07
BLB&B Advisors, LLC
INCREASED
Shares1,969 from 1,966
Change+3 (+0%)
Value$449.4K (+$3.0K)
Filed 2026-10-27
Tenet Wealth Partners, LLC
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$448.8K (-$8.1K)
Filed 2026-10-19
Frontier Asset Management, LLC
INCREASED
Shares1,965 from 1,959
Change+6 (+0%)
Value$448.6K (+$3.9K)
Filed 2026-10-28
Aviso Wealth Management
INCREASED
Shares1,965 from 1,964
Change+1 (+0%)
Value$448.5K (+$2.4K)
Filed 2026-11-04
Curtis Advisory Group, LLC
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$448.3K (+$2.4K)
Filed 2026-10-28
Moneco Advisors, LLC
INCREASED
Shares1,949 from 1,881
Change+68 (+4%)
Value$444.8K (+$17.6K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares1,945 from 1,891
Change+54 (+3%)
Value$444.1K (+$14.7K)
Filed 2026-11-05
Foguth Wealth Management, Llc.
DECREASED
Shares1,940 from 2,071
Change-131 (-6%)
Value$456.8K (-$19.1K)
Filed 2026-10-19
TCP Asset Management, LLC
UNCHANGED
Shares1,934 from 1,934
Change0 (0%)
Value$444.1K (+$5.0K)
Filed 2026-10-14
NTV Asset Management LLC
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$440.6K (+$2.4K)
Filed 2026-10-23
Affiance Financial, LLC
INCREASED
Shares1,924 from 1,917
Change+7 (+0%)
Value$439.4K (+$4.1K)
Filed 2026-10-15
Wingate Wealth Advisors, Inc.
NEW
Shares1,918
Change+1,918
Value$437.7K
Filed 2026-10-26
S&A Financial Services, Inc.
UNCHANGED
Shares1,908 from 1,908
Change0 (0%)
Value$435.5K (+$2.3K)
Filed 2026-11-03
Level Wealth Management LLC
UNCHANGED
Shares1,889 from 1,889
Change0 (0%)
Value$431.2K (+$2.3K)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED
Shares1,884 from 1,667
Change+217 (+13%)
Value$430.1K (+$51.6K)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$424.6K (+$2.3K)
Filed 2026-10-21
LJI Wealth Management, LLC
DECREASED
Shares1,859 from 2,413
Change-554 (-23%)
Value$424.4K (-$123.5K)
Filed 2026-10-28
Weaver Consulting Group
UNCHANGED
Shares1,855 from 1,855
Change0 (0%)
Value$423.5K (+$2.3K)
Filed 2026-10-07
Gamma Investing LLC
INCREASED
Shares1,848 from 1,537
Change+311 (+20%)
Value$421.9K (+$72.9K)
Filed 2026-10-08
Grandfield & Dodd, LLC
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$421.9K (+$2.3K)
Filed 2026-10-29
ShoreHaven Wealth Partners, LLC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$421.3K (+$2.3K)
Filed 2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED
Shares1,840 from 1,839
Change+1 (+0%)
Value$420.0K (+$2.4K)
Filed 2026-10-16
Union Savings Bank
UNCHANGED
Shares1,838 from 1,838
Change0 (0%)
Value$419.6K (+$2.2K)
Filed 2026-10-14
Chilton Capital Management LLC
NEW
Shares1,817
Change+1,817
Value$414.8K
Filed 2026-10-28
Annex Advisory Services, LLC
DECREASED
Shares1,811 from 1,823
Change-12 (-1%)
Value$413.3K (-$647)
Filed 2026-10-16
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$413.2K (+$2.2K)
Filed 2026-10-14
Woodmont Investment Counsel LLC
UNCHANGED
Shares1,806 from 1,806
Change0 (0%)
Value$412.3K (+$2.2K)
Filed 2026-10-29
TSG Advice Partners, LLC
NEW
Shares1,802
Change+1,802
Value$409.2K
Filed 2026-10-29
FSA Wealth Partners, Inc.
INCREASED
Shares1,784 from 1,646
Change+138 (+8%)
Value$407.3K (+$33.5K)
Filed 2026-10-26
Enzi Wealth
UNCHANGED
Shares1,767 from 1,767
Change0 (0%)
Value$413.6K (+$7.3K)
Filed 2026-10-14
Wagner Wealth Management, Corp
INCREASED
Shares1,753 from 1,747
Change+6 (+0%)
Value$400.2K (+$3.5K)
Filed 2026-10-20
Brown Wealth Management, LLC
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$400.2K (+$2.1K)
Filed 2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,747 from 1,747
Change0 (0%)
Value$398.8K (+$2.1K)
Filed 2026-10-23
Unique Wealth, LLC
DECREASED
Shares1,743 from 1,792
Change-49 (-3%)
Value$397.9K (-$9.0K)
Filed 2026-10-16
Breakwater Capital Group
INCREASED
Shares1,742 from 1,731
Change+11 (+1%)
Value$397.7K (+$4.6K)
Filed 2026-10-09
United Advisor Group, LLC
DECREASED
Shares1,740 from 1,960
Change-220 (-11%)
Value$397.1K (-$47.8K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED
Shares1,736 from 2,105
Change-369 (-18%)
Value$396.3K (-$81.7K)
Filed 2026-10-05
Independent Wealth Advisors LLC
INCREASED
Shares1,736 from 1,714
Change+22 (+1%)
Value$396.3K (+$7.1K)
Filed 2026-10-27
Newton One Investments LLC
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$396.1K (+$2.1K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
INCREASED
Shares1,723 from 1,363
Change+360 (+26%)
Value$393.3K (+$83.8K)
Filed 2026-10-22
Beacon Financial Planning, Inc
INCREASED
Shares1,721 from 1,714
Change+7 (+0%)
Value$392.8K (+$3.7K)
Filed 2026-11-04
Single Point Partners, LLC
INCREASED
Shares1,716 from 1,299
Change+417 (+32%)
Value$391.7K (+$96.8K)
Filed 2026-10-19
City Holding Co
INCREASED
Shares1,714 from 1,509
Change+205 (+14%)
Value$391.3K (+$48.6K)
Filed 2026-10-19
Processus Wealth & Capital Management, LLC
INCREASED
Shares1,702 from 1,678
Change+24 (+1%)
Value$388.5K (+$7.5K)
Filed 2026-10-16
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$399.6K (+$14.3K)
Filed 2026-10-22
Shakespeare Wealth Management, LLC
UNCHANGED
Shares1,693 from 1,693
Change0 (0%)
Value$386.5K (+$2.1K)
Filed 2026-10-28
Kendall Capital Management
INCREASED
Shares1,690 from 1,414
Change+276 (+20%)
Value$385.8K (+$64.7K)
Filed 2026-10-23
Strategic Equity Management
DECREASED
Shares1,687 from 3,566
Change-1,879 (-53%)
Value$385.1K (-$424.5K)
Filed 2026-11-04
Centennial Advisors, LLC
INCREASED
Shares1,679 from 1,377
Change+302 (+22%)
Value$383.2K (+$70.6K)
Filed 2026-10-21
Advisory Solutions Group, LLC
DECREASED
Shares1,668 from 2,230
Change-562 (-25%)
Value$380.8K (-$125.6K)
Filed 2026-10-14
United Community Bank
UNCHANGED
Shares1,652 from 1,652
Change0 (0%)
Value$377.1K (+$2.0K)
Filed 2026-10-28
Victory Financial Group, LLC
INCREASED
Shares1,643 from 1,181
Change+462 (+39%)
Value$375.1K (+$106.9K)
Filed 2026-10-27
Old Peak Finance LLC
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$374.4K (+$2.0K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares1,638 from 1,638
Change0 (0%)
Value$373.9K (+$2.1K)
Filed 2026-10-05
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares1,632 from 1,580
Change+52 (+3%)
Value$372.6K (+$13.8K)
Filed 2026-10-16
Pinkerton Wealth, LLC
NEW
Shares1,604
Change+1,604
Value$366.2K
Filed 2026-10-29
True Freedom Investing, LLC
NEW
Shares1,604
Change+1,604
Value$366.2K
Filed 2026-10-29
Friday Financial
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$365.8K (-$3.5K)
Filed 2026-10-09
Evergreen Capital Management LLC
UNCHANGED
Shares1,581 from 1,581
Change0 (0%)
Value$360.9K (+$1.9K)
Filed 2026-10-23
Financial Perspectives, Inc
INCREASED
Shares1,574 from 827
Change+747 (+90%)
Value$359.4K (+$171.5K)
Filed 2026-11-03
Timonier Family Office, Ltd.
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$359.1K (+$1.9K)
Filed 2026-11-03
Brooklyn FI, LLC
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$382.2K (+$19.7K)
Filed 2026-11-05
Kure Advisory, LLC
DECREASED
Shares1,570 from 1,902
Change-332 (-17%)
Value$358.4K (-$73.5K)
Filed 2026-10-08
Activest Wealth Management
INCREASED
Shares1,569 from 738
Change+831 (+113%)
Value$358.2K (+$190.6K)
Filed 2026-10-15
Seros Financial, LLC
DECREASED
Shares1,563 from 1,663
Change-100 (-6%)
Value$356.8K (-$20.8K)
Filed 2026-10-21
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$355.0K (+$1.9K)
Filed 2026-11-02
McHugh Group, LLC
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$354.5K (+$1.9K)
Filed 2026-10-19
Bank of New Hampshire
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$352.7K (+$1.9K)
Filed 2026-10-06
First County Bank
DECREASED
Shares1,543 from 1,643
Change-100 (-6%)
Value$352.2K (-$20.8K)
Filed 2026-10-13
Aspen Investment Management Inc
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$352.0K (+$351.7K)
Filed 2026-11-05
Courage Miller Partners, LLC
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$351.8K (+$1.9K)
Filed 2026-10-21
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares1,531 from 2,410
Change-879 (-36%)
Value$349.5K (-$197.6K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
DECREASED
Shares1,517 from 1,632
Change-115 (-7%)
Value$346.4K (-$24.1K)
Filed 2026-11-05
NWF Advisory Services Inc.
DECREASED
Shares1,516 from 1,591
Change-75 (-5%)
Value$346.1K (-$15.2K)
Filed 2026-10-19
KRS Capital Management, LLC
UNCHANGED
Shares1,495 from 1,495
Change0 (0%)
Value$341.3K (+$1.8K)
Filed 2026-10-16
Beaumont Financial Advisors, LLC
UNCHANGED
Shares1,494 from 1,494
Change0 (0%)
Value$341.1K (+$1.8K)
Filed 2026-10-22
180 Wealth Advisors, LLC
INCREASED
Shares1,492 from 1,476
Change+16 (+1%)
Value$340.6K (+$5.4K)
Filed 2026-11-03
Optivise Advisory Services LLC
INCREASED
Shares1,484 from 1,474
Change+10 (+1%)
Value$338.8K (+$4.1K)
Filed 2026-10-19
Montchanin Asset Management, LLC
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$338 (-$335.7K)
Filed 2026-11-02
Peterson Wealth Advisors, LLC
DECREASED
Shares1,476 from 1,721
Change-245 (-14%)
Value$336.9K (-$53.9K)
Filed 2026-10-08
LaFleur & Godfrey LLC
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$336.7K (+$1.8K)
Filed 2026-10-27
Pacific Sage Partners, LLC
UNCHANGED
Shares1,472 from 1,472
Change0 (0%)
Value$336.0K (+$1.8K)
Filed 2026-10-21
Oath Planning, LLC
INCREASED
Shares1,468 from 1,462
Change+6 (+0%)
Value$335.2K (+$3.1K)
Filed 2026-10-20
Barrett & Company, Inc.
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$334.5K (+$1.8K)
Filed 2026-10-22
BancFirst Trust & Investment Management
UNCHANGED
Shares1,456 from 1,456
Change0 (0%)
Value$333.9K (+$3.2K)
Filed 2026-10-30
Diversified Management Inc
INCREASED
Shares1,451 from 1,446
Change+5 (+0%)
Value$331.1K (+$2.8K)
Filed 2026-10-08
Novem Group
INCREASED
Shares1,445 from 1,329
Change+116 (+9%)
Value$330.0K (+$28.2K)
Filed 2026-10-19
Appleton Partners Inc
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$329 (-$326.7K)
Filed 2026-10-30
Hara Capital LLC
DECREASED
Shares1,435 from 1,835
Change-400 (-22%)
Value$327.6K (-$89.1K)
Filed 2026-10-30
Baldwin Wealth Partners LLC
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$327.6K (+$1.8K)
Filed 2026-10-13
Manchester Capital Management LLC
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$327.1K (+$1.7K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares1,431 from 1,431
Change0 (0%)
Value$326.7K (+$1.7K)
Filed 2026-10-15
True North Advisors, LLC
INCREASED
Shares1,428 from 885
Change+543 (+61%)
Value$326.0K (+$125.0K)
Filed 2026-10-22
Everhart Financial Group, Inc.
INCREASED
Shares1,420 from 1,408
Change+12 (+1%)
Value$324.1K (+$4.5K)
Filed 2026-10-08
Lantern Wealth Advisors, LLC
DECREASED
Shares1,416 from 1,448
Change-32 (-2%)
Value$323.2K (-$5.6K)
Filed 2026-10-22
Parkside Financial Bank & Trust
UNCHANGED
Shares1,415 from 1,415
Change0 (0%)
Value$323.0K (+$1.7K)
Filed 2026-10-27
Evolution Wealth Advisors, LLC
UNCHANGED
Shares1,414 from 1,414
Change0 (0%)
Value$322.8K (+$1.7K)
Filed 2026-11-03
Madson Wealth Advisors Inc
DECREASED
Shares1,410 from 2,982
Change-1,572 (-53%)
Value$321.9K (-$355.3K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares1,408 from 1,408
Change0 (0%)
Value$319.7K ($0)
Filed 2026-10-06
Global Financial Private Client, LLC
UNCHANGED
Shares1,407 from 1,407
Change0 (0%)
Value$321.2K (+$1.7K)
Filed 2026-10-15
Denver PWM, LLC
INCREASED
Shares1,401 from 1,397
Change+4 (+0%)
Value$319.9K (-$12.8K)
Filed 2026-10-22
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$319.6K (+$1.7K)
Filed 2026-11-03
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$318.5K (+$1.7K)
Filed 2026-10-06
Independence Bank of Kentucky
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$316.6K (+$1.7K)
Filed 2026-10-26
Town Capital LLC
DECREASED
Shares1,381 from 1,434
Change-53 (-4%)
Value$315.3K (-$10.3K)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares1,381 from 1,355
Change+26 (+2%)
Value$315.3K (+$5.9K)
Filed 2026-10-30
First Interstate Bank
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$312.5K (+$1.7K)
Filed 2026-10-23
Vigilare Wealth Management
NEW
Shares1,368
Change+1,368
Value$312.3K
Filed 2026-10-29
Oasis Advisors, LLC
INCREASED
Shares1,355 from 1,271
Change+84 (+7%)
Value$309.3K (+$20.7K)
Filed 2026-10-16
West Branch Capital LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$309.3K (+$1.7K)
Filed 2026-10-20
Evermay Wealth Management LLC
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$308.9K (+$1.7K)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares1,344 from 1,314
Change+30 (+2%)
Value$306.7K (+$8.4K)
Filed 2026-10-22
David J Yvars Group
INCREASED
Shares1,342 from 1,162
Change+180 (+15%)
Value$306.4K (+$42.6K)
Filed 2026-10-09
Evolution Wealth Management Inc.
DECREASED
Shares1,341 from 1,379
Change-38 (-3%)
Value$306.1K (-$7.0K)
Filed 2026-10-28
Sagace Wealth Management LLC
UNCHANGED
Shares1,341 from 1,341
Change0 (0%)
Value$306.1K (+$1.6K)
Filed 2026-10-28
Correct Capital Wealth Management
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$304.5K (+$1.6K)
Filed 2026-11-02
TrustBank
INCREASED
Shares1,312 from 171
Change+1,141 (+667%)
Value$299.5K (+$260.7K)
Filed 2026-10-20
Gallacher Capital Management LLC
DECREASED
Shares1,311 from 1,459
Change-148 (-10%)
Value$299.3K (-$32.0K)
Filed 2026-10-30
Silverlake Wealth Management LLC
INCREASED
Shares1,311 from 1,285
Change+26 (+2%)
Value$299.4K (+$7.5K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$297.4K (+$1.6K)
Filed 2026-10-09
TL Private Wealth
INCREASED
Shares1,298 from 1,293
Change+5 (+0%)
Value$303.7K (+$5.2K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares1,293 from 1,061
Change+232 (+22%)
Value$295.2K (+$54.3K)
Filed 2026-10-19
Cottonwood Capital Advisors, LLC
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$295.2K (+$1.6K)
Filed 2026-10-20
Thrive Wealth Management, LLC
DECREASED
Shares1,290 from 1,345
Change-55 (-4%)
Value$294.4K (-$10.9K)
Filed 2026-10-13
Grove Bank & Trust
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$294.5K (+$1.6K)
Filed 2026-10-08
SYM Financial Corp
UNCHANGED
Shares1,286 from 1,286
Change0 (0%)
Value$293.6K (+$1.6K)
Filed 2026-10-26
Prism Planning Partners LLC
DECREASED
Shares1,273 from 1,343
Change-70 (-5%)
Value$290.6K (-$14.3K)
Filed 2026-10-27
Legacy Financial Strategies, LLC
INCREASED
Shares1,272 from 1,252
Change+20 (+2%)
Value$290.4K (+$6.1K)
Filed 2026-10-15
Romano Brothers and Company
UNCHANGED
Shares1,272 from 1,272
Change0 (0%)
Value$290.4K (+$1.6K)
Filed 2026-10-22
Clark Asset Management, LLC
DECREASED
Shares1,265 from 1,380
Change-115 (-8%)
Value$288.8K (-$24.6K)
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,259 from 2,326
Change-1,067 (-46%)
Value$287.4K (-$240.7K)
Filed 2026-10-29
Genesee Capital Advisors, LLC
INCREASED
Shares1,259 from 1,254
Change+5 (+0%)
Value$287.4K (+$2.6K)
Filed 2026-10-20
Huntleigh Advisors, Inc.
UNCHANGED
Shares1,257 from 1,257
Change0 (0%)
Value$286.9K (+$1.5K)
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares1,252 from 1,252
Change0 (0%)
Value$285.8K (+$1.5K)
Filed 2026-10-06
Parsons Capital Management Inc
DECREASED
Shares1,251 from 1,264
Change-13 (-1%)
Value$285.6K (-$1.4K)
Filed 2026-10-28
TrustWell Financial Advisors, LLC
UNCHANGED
Shares1,249 from 1,249
Change0 (0%)
Value$285.1K (+$1.5K)
Filed 2026-10-15
Family Office Research LLC
DECREASED
Shares1,241 from 1,327
Change-86 (-6%)
Value$283.4K (-$18.0K)
Filed 2026-10-14
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$283.1K (+$1.5K)
Filed 2026-10-29
Ullmann Wealth Partners Group, LLC
DECREASED
Shares1,236 from 1,264
Change-28 (-2%)
Value$282.1K (-$4.9K)
Filed 2026-11-02
Putney Financial Group LLC
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$282.2K (+$1.5K)
Filed 2026-10-30
CWA Asset Management Group, LLC
INCREASED
Shares1,229 from 1,176
Change+53 (+5%)
Value$280.5K (+$13.3K)
Filed 2026-10-19
Cora Capital Advisors LLC
UNCHANGED
Shares1,227 from 1,227
Change0 (0%)
Value$280.1K (+$1.5K)
Filed 2026-11-02
Factor Wealth Management LTD
INCREASED
Shares1,224 from 1,223
Change+1 (+0%)
Value$279.4K (+$1.8K)
Filed 2026-10-08
GC Wealth Management RIA, LLC
INCREASED
Shares1,223 from 1,052
Change+171 (+16%)
Value$279.2K (+$40.3K)
Filed 2026-11-02
Investment Partners Asset Management, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$273.9K (+$1.5K)
Filed 2026-10-09
Balboa Wealth Partners
INCREASED
Shares1,198 from 1,190
Change+8 (+1%)
Value$273.6K (+$3.4K)
Filed 2026-10-20
Capital Management Associates, Inc
INCREASED
Shares1,197 from 1,195
Change+2 (+0%)
Value$273.2K (+$1.8K)
Filed 2026-10-20
Sageworth Trust Co of South Dakota
UNCHANGED
Shares1,194 from 1,194
Change0 (0%)
Value$272.6K (+$1.5K)
Filed 2026-10-30
Kingdom Financial Group Llc.
DECREASED
Shares1,188 from 1,660
Change-472 (-28%)
Value$271.1K (-$105.8K)
Filed 2026-11-04
Bdfs Capital LLC
DECREASED
Shares1,187 from 1,436
Change-249 (-17%)
Value$270.9K (-$55.1K)
Filed 2026-10-14
Reap Financial Group, LLC
INCREASED
Shares1,181 from 1,180
Change+1 (+0%)
Value$269.5K (+$1.5K)
Filed 2026-11-02
Zullo Investment Group, Inc.
INCREASED
Shares1,173 from 1,024
Change+149 (+15%)
Value$267.8K (+$35.3K)
Filed 2026-10-20
Islay Capital Management, LLC
DECREASED
Shares1,170 from 1,212
Change-42 (-3%)
Value$267.1K (-$8.1K)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
INCREASED
Shares1,160 from 1,130
Change+30 (+3%)
Value$280.0K (+$23.4K)
Filed 2026-11-02
Fiduciary Advisors, Inc.
INCREASED
Shares1,158 from 1,155
Change+3 (+0%)
Value$264.3K (+$2.1K)
Filed 2026-10-16
Bestgate Wealth Advisors, LLC
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$264.3K (+$1.4K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED
Shares1,157 from 1,194
Change-37 (-3%)
Value$264.0K (-$7.1K)
Filed 2026-11-02
Team Financial Group, LLC
INCREASED
Shares1,152 from 1,015
Change+137 (+14%)
Value$263.0K (+$32.5K)
Filed 2026-10-30
Longview Financial Advisors, Inc.
INCREASED
Shares1,152 from 1,148
Change+4 (+0%)
Value$263.1K (+$2.4K)
Filed 2026-10-09
Precedent Wealth Partners, LLC
NEW
Shares1,149
Change+1,149
Value$262.2K
Filed 2026-10-21
Truefg, LLC
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$261.4K (+$1.4K)
Filed 2026-10-15
WoodTrust Financial Corp
DECREASED
Shares1,140 from 1,203
Change-63 (-5%)
Value$260 (-$272.7K)
Filed 2026-10-09
Rockwood Wealth Management, LLC
UNCHANGED
Shares1,135 from 1,135
Change0 (0%)
Value$259.2K (+$1.4K)
Filed 2026-10-27
Westover Capital Advisors, LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$258.9K (+$1.4K)
Filed 2026-10-26
Richards, Merrill & Peterson, Inc.
INCREASED
Shares1,131 from 1,113
Change+18 (+2%)
Value$258.2K (+$5.5K)
Filed 2026-10-19
Corundum Trust Company, Inc
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$258.0K (+$1.4K)
Filed 2026-10-29
Vanguard Capital Wealth Advisors
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$251.1K (+$1.3K)
Filed 2026-10-16
Trinity Wealth Management, LLC
INCREASED
Shares1,097 from 964
Change+133 (+14%)
Value$250.4K (+$31.5K)
Filed 2026-10-13
Oarsman Capital, Inc.
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$249.7K (+$1.3K)
Filed 2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$258.8K (+$7.1K)
Filed 2026-10-21
Vaughan David Investments LLC
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$248.0K (+$1.0K)
Filed 2026-11-05
Strategic Wealth Investment Group, LLC
INCREASED
Shares1,087 from 916
Change+171 (+19%)
Value$248.1K (+$40.0K)
Filed 2026-10-29
Archford Capital Strategies, LLC
DECREASED
Shares1,085 from 1,399
Change-314 (-22%)
Value$247.7K (-$70.0K)
Filed 2026-10-19
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares1,083 from 1,081
Change+2 (+0%)
Value$247.3K (+$1.9K)
Filed 2026-10-08
Yousif Capital Management, LLC
NEW
Shares1,081
Change+1,081
Value$246.8K
Filed 2026-10-22
Tritonpoint Wealth, LLC
INCREASED
Shares1,081 from 1,080
Change+1 (+0%)
Value$246.7K (+$1.3K)
Filed 2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares1,074 from 922
Change+152 (+16%)
Value$245.1K (+$35.8K)
Filed 2026-10-15
Nicollet Investment Management, Inc.
NEW
Shares1,066
Change+1,066
Value$243
Filed 2026-10-14
Western Financial Corp
DECREASED
Shares1,064 from 1,148
Change-84 (-7%)
Value$242.8K (-$17.9K)
Filed 2026-10-14
Harrell Investment Partners, LLC
INCREASED
Shares1,056 from 1,054
Change+2 (+0%)
Value$241.0K (+$1.8K)
Filed 2026-10-15
Segment Wealth Management, LLC
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$240.6K (+$1.3K)
Filed 2026-10-26
Certuity, LLC
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$240.4K (+$1.3K)
Filed 2026-11-02
Manchester Financial Inc
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$239.7K (+$1.3K)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$239.7K (+$1.3K)
Filed 2026-10-21
TritonPoint Partners, LLC
DECREASED
Shares1,048 from 1,080
Change-32 (-3%)
Value$239.1K (-$6.2K)
Filed 2026-11-05
TCI Wealth Advisors, Inc.
INCREASED
Shares1,046 from 1,032
Change+14 (+1%)
Value$238.8K (+$4.5K)
Filed 2026-10-30
Freedom Day Solutions, LLC
DECREASED
Shares1,026 from 1,085
Change-59 (-5%)
Value$234.1K (-$12.1K)
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$234.2K (+$1.3K)
Filed 2026-11-05
Maple Capital Management, Inc.
INCREASED
Shares1,021 from 978
Change+43 (+4%)
Value$233.1K (+$11.0K)
Filed 2026-11-02
Aviance Capital Partners, LLC
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$232.8K (+$1.2K)
Filed 2026-10-29
Caldwell Trust Co
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$232.4K (+$1.2K)
Filed 2026-10-30
Michael Brady & Co., LLC
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$232.4K (+$1.2K)
Filed 2026-10-23
Paulson Wealth Management Inc.
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$232.2K (+$1.2K)
Filed 2026-11-02
Crumly & Associates Inc.
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$230.3K (+$1.2K)
Filed 2026-10-07
ANB Bank
DECREASED
Shares1,001 from 1,011
Change-10 (-1%)
Value$228.5K (-$1.0K)
Filed 2026-10-09
Shoker Investment Counsel, Inc.
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$228.5K (+$1.2K)
Filed 2026-11-04
Old Port Advisors
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$227.1K (+$1.2K)
Filed 2026-10-23
Benin Management Corp
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$226.0K (+$1.2K)
Filed 2026-10-22
Cove Private Wealth, LLC
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$224.2K (+$1.2K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
DECREASED
Shares980 from 1,014
Change-34 (-3%)
Value$223.8K (-$6.5K)
Filed 2026-10-07
Stanich Group LLC
DECREASED
Shares979 from 995
Change-16 (-2%)
Value$223.5K (-$2.4K)
Filed 2026-10-16
Richmond Investment Services, LLC
INCREASED
Shares978 from 977
Change+1 (+0%)
Value$223.2K (+$1.4K)
Filed 2026-10-29
NBH Bank
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$222.6K (+$1.2K)
Filed 2026-11-05
Pacific Asset Management, LLC
INCREASED
Shares968 from 964
Change+4 (+0%)
Value$221.0K (+$2.1K)
Filed 2026-10-15
Columbus Macro, LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$220.1K (+$1.2K)
Filed 2026-10-14
Human Investing LLC
DECREASED
Shares938 from 957
Change-19 (-2%)
Value$214.1K (-$3.2K)
Filed 2026-10-19
Next Level Private LLC
INCREASED
Shares934 from 894
Change+40 (+4%)
Value$213.2K (+$10.2K)
Filed 2026-10-20
Focus Wealth Advisors, LLC
INCREASED
Shares934 from 930
Change+4 (+0%)
Value$213.2K (+$2.0K)
Filed 2026-10-14
Portside Wealth Group, LLC
NEW
Shares931
Change+931
Value$212.5K
Filed 2026-10-20
Jnba Financial Advisors
INCREASED
Shares926 from 200
Change+726 (+363%)
Value$211.5K (+$166.0K)
Filed 2026-11-03
PDS Planning, Inc
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$211.4K (+$1.1K)
Filed 2026-11-03
Parthenon LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$211.2K (+$1.1K)
Filed 2026-10-22
RDA Financial Network
NEW
Shares922
Change+922
Value$210.5K
Filed 2026-10-15
Howard Capital Management Group, LLC
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$209.3K (+$1.1K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$208.4K (+$1.1K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
NEW
Shares907
Change+907
Value$207.2K
Filed 2026-11-04
Kraft, Davis & Associates, LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$213.3K (+$5.9K)
Filed 2026-10-21
Missouri Trust & Investment Co
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$206.8K (-$3.1K)
Filed 2026-11-04
Bluedoor Private Wealth, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$205.5K (+$1.1K)
Filed 2026-11-05
Aufman Associates Inc
DECREASED
Shares897 from 1,308
Change-411 (-31%)
Value$204.8K (-$92.2K)
Filed 2026-11-04
Sage Financial Group Inc
DECREASED
Shares894 from 1,397
Change-503 (-36%)
Value$204.0K (-$113.1K)
Filed 2026-10-27
Sachem Hill LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$204.1K (+$1.1K)
Filed 2026-10-14
Waterfront Wealth Inc.
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$211.2K (+$5.8K)
Filed 2026-11-03
Optima Capital LLC
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$202.7K (+$1.1K)
Filed 2026-10-29
Shira Ridge Wealth Management
NEW
Shares887
Change+887
Value$202.4K
Filed 2026-10-09
Blue Fin Capital, Inc.
NEW
Shares880
Change+880
Value$200.9K
Filed 2026-10-28
Triton Wealth Management, Pllc
NEW
Shares877
Change+877
Value$209.6K
Filed 2026-11-04
SevenBridge Financial Group, LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$205.9K (+$1.2K)
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares863
Change+863
Value$197.0K
Filed 2026-10-19
Provident Wealth Management, LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$194.5K (+$1.0K)
Filed 2026-10-20
Mechanics Financial Corp
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$189.5K (+$1.0K)
Filed 2026-11-05
Burk Holdings LLC
INCREASED
Shares827 from 269
Change+558 (+207%)
Value$188.8K (+$127.7K)
Filed 2026-11-05
Fairway Wealth LLC
DECREASED
Shares824 from 866
Change-42 (-5%)
Value$188.0K (-$8.6K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares819
Change+819
Value$187.0K
Filed 2026-11-04
Montgomery Financial Services LLC
INCREASED
Shares776 from 281
Change+495 (+176%)
Value$177.1K (+$113.3K)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$172.6K (+$923)
Filed 2026-11-03
Legacy Bridge, LLC
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$166.2K (+$888)
Filed 2026-10-28
Pittenger & Anderson Inc
DECREASED
Shares684 from 784
Change-100 (-13%)
Value$156.1K (-$21.9K)
Filed 2026-11-02
McCarley & Cook Financial Planners
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$155.7K (+$832)
Filed 2026-10-21
City State Bank
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$154.3K (+$824)
Filed 2026-10-20
Mascoma Wealth Management LLC
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$145.6K (+$779)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares614 from 583
Change+31 (+5%)
Value$140.2K (+$7.8K)
Filed 2026-11-02
First Premier Bank
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$140 (+$1)
Filed 2026-10-13
Essential Partners LLC
INCREASED
Shares596 from 345
Change+251 (+73%)
Value$136.1K (+$57.7K)
Filed 2026-10-14
DecisionPoint Financial, LLC
DECREASED
Shares583 from 584
Change-1 (0%)
Value$133.3K (+$257)
Filed 2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$131.0K (+$701)
Filed 2026-10-28
Clark Wealth Partners
DECREASED
Shares552 from 565
Change-13 (-2%)
Value$126.0K (-$2.3K)
Filed 2026-10-19
Align Financial, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$125.6K (+$671)
Filed 2026-10-16
TFC Financial Management, Inc.
INCREASED
Shares537 from 535
Change+2 (+0%)
Value$122.6K (+$1.1K)
Filed 2026-10-26
Bullock Wealth Management Group
DECREASED
Shares531 from 542
Change-11 (-2%)
Value$121.4K (-$2.2K)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
INCREASED
Shares523 from 337
Change+186 (+55%)
Value$119.4K (+$42.9K)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$116.9K (+$624)
Filed 2026-10-30
Tompkins Financial Corp
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$113.0K (+$604)
Filed 2026-10-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$112.5K (+$602)
Filed 2026-10-23
Morling Financial Advisors, LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$104.3K (+$558)
Filed 2026-10-28
Pillar Financial Advisors, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$102.7K (+$549)
Filed 2026-10-21
Transce3nd, LLC
NEW
Shares443
Change+443
Value$105.5K
Filed 2026-10-26
Mcdonald Partners LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$99.8K (+$533)
Filed 2026-11-03
Nfsg Corp
DECREASED
Shares406 from 671
Change-265 (-39%)
Value$92.7K (-$59.7K)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED
Shares394 from 231
Change+163 (+71%)
Value$90.4K (+$37.4K)
Filed 2026-11-04
Register Financial Advisors LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$87.7K (+$469)
Filed 2026-10-23
Madden Securities Corp
NEW
Shares383
Change+383
Value$87.4K
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares381 from 380
Change+1 (+0%)
Value$87.1K (+$783)
Filed 2026-11-05
First Pacific Financial
INCREASED
Shares380 from 378
Change+2 (+1%)
Value$86.6K (+$808)
Filed 2026-10-14
Insight Inv LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$85.8K (+$458)
Filed 2026-10-27
Advocate Investing Services LLC
INCREASED
Shares365 from 348
Change+17 (+5%)
Value$83.3K (+$4.3K)
Filed 2026-10-26
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$82.0K (+$438)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares352
Change+352
Value$80.4K
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$80.4K (+$430)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares342
Change+342
Value$78.2K
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$77.2K (+$413)
Filed 2026-10-05
Financial Consulate, Inc
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$72.1K (+$386)
Filed 2026-10-23
Cornerstone National Bank & Trust Co
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$69.7K (+$253)
Filed 2026-10-20
Western Pacific Wealth Management, LP
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$68.8K (+$367)
Filed 2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$67.1K (+$358)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares274 from 621
Change-347 (-56%)
Value$62.5K (-$78.5K)
Filed 2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$61.9K (+$331)
Filed 2026-10-30
Nemes Rush Group LLC
INCREASED
Shares268 from 267
Change+1 (+0%)
Value$61.1K (+$489)
Filed 2026-11-04
Roxbury Financial LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$59.9K (+$332)
Filed 2026-10-01
American National Bank & Trust
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$58.0K (+$312)
Filed 2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares251 from 177
Change+74 (+42%)
Value$57.3K (+$17.0K)
Filed 2026-10-16
Advantage Trust Co
DECREASED
Shares235 from 385
Change-150 (-39%)
Value$53.6K (-$33.8K)
Filed 2026-10-19
William Mack & Associates, Inc.
NEW
Shares232
Change+232
Value$53.0K
Filed 2026-10-27
Concord Wealth Partners
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$49.5K (+$265)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares213 from 112
Change+101 (+90%)
Value$48.5K (+$23.2K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$48.4K (+$259)
Filed 2026-10-15
Rossmore Private Capital
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$48.2K (+$257)
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$47.7K (+$255)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares207
Change+207
Value$47.3K
Filed 2026-11-03
Wealth Analytics Partners, LLC
NEW
Shares201
Change+201
Value$45.9K
Filed 2026-10-19
Duncker Streett & Co Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$45.7K (+$244)
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$45.7K (+$244)
Filed 2026-10-26
Atwood & Palmer Inc
INCREASED
Shares197 from 196
Change+1 (+1%)
Value$44.9K (+$418)
Filed 2026-10-08
Peck Wealth Management, LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$44.3K (+$236)
Filed 2026-10-29
Rosenberg Matthew Hamilton
DECREASED
Shares184 from 217
Change-33 (-15%)
Value$42.0K (-$7.3K)
Filed 2026-10-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$38.6K (+$206)
Filed 2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$35.7K (+$332)
Filed 2026-10-23
Guardian Partners Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$35.4K (+$189)
Filed 2026-10-21
Vima LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$35.4K (+$189)
Filed 2026-10-23
Colony Family Offices, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$35.2K (+$188)
Filed 2026-10-22
Next Level Wealth Planning, LLC
NEW
Shares151
Change+151
Value$34.5K
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares150 from 399
Change-249 (-62%)
Value$34.2K (-$56.4K)
Filed 2026-10-14
Kentucky Trust Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$34.2K (+$183)
Filed 2026-10-15
Hurley Capital, LLC
INCREASED
Shares132 from 131
Change+1 (+1%)
Value$30.3K (+$509)
Filed 2026-11-05
Avion Wealth
INCREASED
Shares131 from 130
Change+1 (+1%)
Value$29 ($0)
Filed 2026-11-04
Townsend Asset Management Corp
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$28.1K (+$151)
Filed 2026-10-29
RMG Wealth Management LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$28.6K (+$234)
Filed 2026-10-26
Davis Capital Management
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$25.6K (+$136)
Filed 2026-10-08
Gilpin Wealth Management, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$25.1K (+$134)
Filed 2026-10-09
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares107
Change+107
Value$24.4K
Filed 2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$24.0K (+$224)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$24.0K (+$127)
Filed 2026-11-02
Bayban
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22.7K ($0)
Filed 2026-11-05
Community Financial Services Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22.9K (+$83)
Filed 2026-10-15
Sfam, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$21.9K (+$117)
Filed 2026-11-03
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$21.7K (+$116)
Filed 2026-10-19
Hartford Financial Management Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$21.2K (+$114)
Filed 2026-10-21
Financial Management Professionals, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$19.4K (+$104)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares83
Change+83
Value$18.9K
Filed 2026-10-27
Birchwood Financial Partners, Inc.
DECREASED
Shares81 from 110
Change-29 (-26%)
Value$18.5K (-$6.4K)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$17.1K (+$91)
Filed 2026-10-16
Toth Financial Advisory Corp
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$16.2K (+$86)
Filed 2026-10-08
Coastline Trust Co
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$16.0K (+$86)
Filed 2026-10-01
Networth Advisors, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$15.4K (+$143)
Filed 2026-11-03
United Financial Planning Group LLC
INCREASED
Shares66 from 42
Change+24 (+57%)
Value$15.1K (+$5.5K)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$14.4K (+$77)
Filed 2026-10-09
NorthAvenue LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$13.7K (+$74)
Filed 2026-10-29
Carolina Wealth Advisors, LLC
NEW
Shares58
Change+58
Value$13.2K
Filed 2026-10-23
Fairman Group, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$13.2K (+$71)
Filed 2026-10-26
Valley Wealth Managers, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$13.0K (+$70)
Filed 2026-10-09
Signature Resources Capital Management, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$10.7K (+$57)
Filed 2026-10-16
Elyxium Wealth, LLC
NEW
Shares34
Change+34
Value$7.8K
Filed 2026-10-27
Horizon Financial Services, LLC
DECREASED
Shares34 from 1,527
Change-1,493 (-98%)
Value$7.8K (-$339.0K)
Filed 2026-11-04
SJS Investment Consulting Inc.
NEW
Shares33
Change+33
Value$7.5K
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
NEW
Shares29
Change+29
Value$6.6K
Filed 2026-10-27
Peachtree Investment Partners, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$5.0K (+$46)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares21 from 41
Change-20 (-49%)
Value$4.8K (-$4.5K)
Filed 2026-10-07
University of Texas S AM Investment Management Co
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.6K (+$25)
Filed 2026-11-03
Bfsg, LLC
INCREASED
Shares13 from 3
Change+10 (+333%)
Value$3.0K (+$2.3K)
Filed 2026-10-30
Midwest Capital Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.0K (+$16)
Filed 2026-11-04
Proathlete Wealth Management LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.0K (+$28)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.0K (+$16)
Filed 2026-10-07
Main Street Group, LTD
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.7K (+$14)
Filed 2026-10-28
Wilkerson Advisory Group LLC
DECREASED
Shares11 from 37
Change-26 (-70%)
Value$2.5K (-$5.9K)
Filed 2026-10-20
Holos Integrated Wealth LLC
NEW
Shares10
Change+10
Value$2.4K
Filed 2026-10-23
Trifecta Capital Advisors, LLC
DECREASED
Shares9 from 874
Change-865 (-99%)
Value$2.1K (-$196.4K)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares7
Change+7
Value$1.6K
Filed 2026-10-27
Vision Financial Markets LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.2K (+$9)
Filed 2026-10-22
Valley National Advisers Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$914 (+$5)
Filed 2026-10-23
Scarborough Advisors, LLC
CLOSED
Shares0 from 68,244
Change-68,244 (-100%)
Value$0 (-$15.6M)
Filed 2026-10-16
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 9,709
Change-9,709 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
CLOSED
Shares0 from 4,525
Change-4,525 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,473
Change-2,473 (-100%)
Value$0 (-$561.5K)
Filed 2026-10-27
Moneywise, Inc.
CLOSED
Shares0 from 2,443
Change-2,443 (-100%)
Value$0 (-$554.7K)
Filed 2026-10-30
TBH Global Asset Management, LLC
CLOSED
Shares0 from 2,282
Change-2,282 (-100%)
Value$0 (-$518.1K)
Filed 2026-11-03
Colorado Capital Management, Inc.
CLOSED
Shares0 from 1,632
Change-1,632 (-100%)
Value$0 (-$371)
Filed 2026-10-15
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 1,343
Change-1,343 (-100%)
Value$0 (-$304.9K)
Filed 2026-10-14
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 1,330
Change-1,330 (-100%)
Value$0 (-$302.0K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 1,209
Change-1,209 (-100%)
Value$0 (-$274.5K)
Filed 2026-10-16
Axim Planning & Wealth
CLOSED
Shares0 from 1,118
Change-1,118 (-100%)
Value$0 (-$253.9K)
Filed 2026-10-28
Lane Brothers & Co Inc
CLOSED
Shares0 from 1,066
Change-1,066 (-100%)
Value$0 (-$242.0K)
Filed 2026-11-02
Patten & Patten Inc
CLOSED
Shares0 from 1,048
Change-1,048 (-100%)
Value$0 (-$238.0K)
Filed 2026-10-26
Burns J W & Co Inc
CLOSED
Shares0 from 1,044
Change-1,044 (-100%)
Value$0 (-$237.1K)
Filed 2026-10-20
Inscription Capital, LLC
CLOSED
Shares0 from 964
Change-964 (-100%)
Value$0 (-$218.9K)
Filed 2026-11-02
Arch Global Advisors, LLC
CLOSED
Shares0 from 892
Change-892 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-23
Meridian Wealth Management, LLC
CLOSED
Shares0 from 891
Change-891 (-100%)
Value$0 (-$202.2K)
Filed 2026-11-05
Lazari Capital Management, Inc.
CLOSED
Shares0 from 890
Change-890 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-20
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 883
Change-883 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-20
55 North Private Wealth, LLC
CLOSED
Shares0 from 881
Change-881 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-20
Founders Capital Management
CLOSED
Shares0 from 638
Change-638 (-100%)
Value$0 (-$144.9K)
Filed 2026-10-13
Belvedere Trading LLC
CLOSED
Shares0 from 454
Change-454 (-100%)
Value$0 (-$103.1K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 379
Change-379 (-100%)
Value$0 (-$86.1K)
Filed 2026-11-04
Tucker Asset Management LLC
CLOSED
Shares0 from 323
Change-323 (-100%)
Value$0 (-$73.4K)
Filed 2026-10-29
Decker Retirement Planning Inc.
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$71.5K)
Filed 2026-10-19
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$38.1K)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$24.9K)
Filed 2026-10-15
Wolff Wiese Magana LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-15
Southern Michigan Bank & Trust
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-19
Sims Investment Management, LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-20
Chapman Financial Group, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-26
Clean Yield Group
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-13
Center for Financial Planning, Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$459.8K (+$50.9K)
Filed 2026-10-29
Envestnet Asset Management Inc
N/A
Shares— from 23,349,327
Change-23,349,327 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,247,060
Change-16,247,060 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,914,723
Change-14,914,723 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,632,373
Change-9,632,373 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,606,771
Change-9,606,771 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,230,043
Change-6,230,043 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,584,194
Change-3,584,194 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,566,472
Change-3,566,472 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,065,888
Change-3,065,888 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,897,188
Change-2,897,188 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,209,817
Change-2,209,817 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,020,568
Change-2,020,568 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,728,446
Change-1,728,446 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,695,146
Change-1,695,146 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,654,914
Change-1,654,914 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,416,262
Change-1,416,262 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,369,827
Change-1,369,827 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,225,815
Change-1,225,815 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,225,561
Change-1,225,561 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,205,298
Change-1,205,298 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,149,138
Change-1,149,138 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,052,224
Change-1,052,224 (-100%)
Value—
FMR LLC
N/A
Shares— from 818,023
Change-818,023 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 808,622
Change-808,622 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 783,942
Change-783,942 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 768,621
Change-768,621 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 760,525
Change-760,525 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 758,206
Change-758,206 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 740,561
Change-740,561 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 731,726
Change-731,726 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 670,326
Change-670,326 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 641,496
Change-641,496 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 565,412
Change-565,412 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 499,590
Change-499,590 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 477,313
Change-477,313 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 451,033
Change-451,033 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 424,530
Change-424,530 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 367,341
Change-367,341 (-100%)
Value—
Betterment LLC
N/A
Shares— from 342,003
Change-342,003 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 311,368
Change-311,368 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 300,302
Change-300,302 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 280,304
Change-280,304 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 277,744
Change-277,744 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 276,574
Change-276,574 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 274,431
Change-274,431 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 270,849
Change-270,849 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 261,071
Change-261,071 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 260,233
Change-260,233 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 240,148
Change-240,148 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 232,242
Change-232,242 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 225,386
Change-225,386 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 225,327
Change-225,327 (-100%)
Value—
Barclays PLC
N/A
Shares— from 224,773
Change-224,773 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 212,438
Change-212,438 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 209,466
Change-209,466 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 197,698
Change-197,698 (-100%)
Value—
&partners
N/A
Shares— from 197,652
Change-197,652 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 190,486
Change-190,486 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 187,106
Change-187,106 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 170,464
Change-170,464 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 169,053
Change-169,053 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 168,907
Change-168,907 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 166,410
Change-166,410 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 161,930
Change-161,930 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 148,294
Change-148,294 (-100%)
Value—
EWA, LLC
N/A
Shares— from 141,770
Change-141,770 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 136,727
Change-136,727 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 136,215
Change-136,215 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 129,353
Change-129,353 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 128,927
Change-128,927 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 128,765
Change-128,765 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 125,271
Change-125,271 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 123,223
Change-123,223 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 118,225
Change-118,225 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 117,262
Change-117,262 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 115,172
Change-115,172 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 114,906
Change-114,906 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 112,821
Change-112,821 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 112,262
Change-112,262 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 110,052
Change-110,052 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 107,337
Change-107,337 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 104,601
Change-104,601 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 104,312
Change-104,312 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 103,626
Change-103,626 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 103,240
Change-103,240 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 100,629
Change-100,629 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 99,774
Change-99,774 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 98,768
Change-98,768 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 98,546
Change-98,546 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 90,951
Change-90,951 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 88,595
Change-88,595 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 88,156
Change-88,156 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 87,462
Change-87,462 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 83,521
Change-83,521 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 81,347
Change-81,347 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 80,907
Change-80,907 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 80,376
Change-80,376 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 80,300
Change-80,300 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 80,099
Change-80,099 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 78,703
Change-78,703 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 78,702
Change-78,702 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 77,387
Change-77,387 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 76,736
Change-76,736 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 75,006
Change-75,006 (-100%)
Value—
Commerce Bank
N/A
Shares— from 74,940
Change-74,940 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 74,927
Change-74,927 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 74,727
Change-74,727 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 74,448
Change-74,448 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 72,687
Change-72,687 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 72,293
Change-72,293 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 68,690
Change-68,690 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 66,848
Change-66,848 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 66,483
Change-66,483 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 64,746
Change-64,746 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 64,144
Change-64,144 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 63,100
Change-63,100 (-100%)
Value—
Invst, LLC
N/A
Shares— from 62,392
Change-62,392 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 62,242
Change-62,242 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 62,103
Change-62,103 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 61,525
Change-61,525 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 61,178
Change-61,178 (-100%)
Value—
Amundi
N/A
Shares— from 59,900
Change-59,900 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 59,282
Change-59,282 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 57,215
Change-57,215 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 56,865
Change-56,865 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 56,547
Change-56,547 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 55,958
Change-55,958 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 54,668
Change-54,668 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 54,577
Change-54,577 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 53,933
Change-53,933 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 52,578
Change-52,578 (-100%)
Value—
Michelson Medical Research Foundation, Inc.
N/A
Shares— from 51,905
Change-51,905 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 51,478
Change-51,478 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 51,283
Change-51,283 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 49,433
Change-49,433 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 49,164
Change-49,164 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 49,020
Change-49,020 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 48,603
Change-48,603 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 47,861
Change-47,861 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 47,422
Change-47,422 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 47,295
Change-47,295 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 46,961
Change-46,961 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 45,935
Change-45,935 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 45,065
Change-45,065 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 42,969
Change-42,969 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 41,967
Change-41,967 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 41,839
Change-41,839 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 41,803
Change-41,803 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 41,213
Change-41,213 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 40,629
Change-40,629 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 40,052
Change-40,052 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 39,364
Change-39,364 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 39,187
Change-39,187 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 39,155
Change-39,155 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 39,049
Change-39,049 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 37,722
Change-37,722 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 37,077
Change-37,077 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 36,973
Change-36,973 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 36,511
Change-36,511 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 36,217
Change-36,217 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 36,217
Change-36,217 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 35,059
Change-35,059 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 34,482
Change-34,482 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 33,751
Change-33,751 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 33,546
Change-33,546 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 33,356
Change-33,356 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 33,199
Change-33,199 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 32,949
Change-32,949 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 32,425
Change-32,425 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 32,162
Change-32,162 (-100%)
Value—
Blair William & Co
N/A
Shares— from 31,155
Change-31,155 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 31,033
Change-31,033 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 30,046
Change-30,046 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 30,036
Change-30,036 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 29,400
Change-29,400 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 28,874
Change-28,874 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 27,849
Change-27,849 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 27,711
Change-27,711 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 27,450
Change-27,450 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 27,180
Change-27,180 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 27,101
Change-27,101 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 26,391
Change-26,391 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 26,320
Change-26,320 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 25,933
Change-25,933 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 25,758
Change-25,758 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 25,598
Change-25,598 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 25,023
Change-25,023 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 25,016
Change-25,016 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 24,950
Change-24,950 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 24,581
Change-24,581 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 24,417
Change-24,417 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 23,853
Change-23,853 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 23,770
Change-23,770 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 23,591
Change-23,591 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 23,460
Change-23,460 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,297
Change-23,297 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 22,921
Change-22,921 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 22,845
Change-22,845 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 22,828
Change-22,828 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 22,475
Change-22,475 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 22,064
Change-22,064 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 21,242
Change-21,242 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 21,138
Change-21,138 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 21,136
Change-21,136 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 20,921
Change-20,921 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 20,740
Change-20,740 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 20,722
Change-20,722 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 20,686
Change-20,686 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 20,622
Change-20,622 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 20,257
Change-20,257 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 19,874
Change-19,874 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 19,804
Change-19,804 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 19,772
Change-19,772 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 19,498
Change-19,498 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 19,426
Change-19,426 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 19,058
Change-19,058 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 19,037
Change-19,037 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 18,974
Change-18,974 (-100%)
Value—
Rogco, LP
N/A
Shares— from 18,926
Change-18,926 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 18,659
Change-18,659 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 18,620
Change-18,620 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 18,493
Change-18,493 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 18,228
Change-18,228 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 18,136
Change-18,136 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 18,126
Change-18,126 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 18,052
Change-18,052 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,678
Change-17,678 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 17,616
Change-17,616 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 17,572
Change-17,572 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 16,913
Change-16,913 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 16,631
Change-16,631 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 16,365
Change-16,365 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 16,259
Change-16,259 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,039
Change-16,039 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 15,964
Change-15,964 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 15,549
Change-15,549 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 15,129
Change-15,129 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 15,126
Change-15,126 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 14,758
Change-14,758 (-100%)
Value—
Nwam LLC
N/A
Shares— from 14,562
Change-14,562 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 14,369
Change-14,369 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 13,974
Change-13,974 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 13,634
Change-13,634 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 13,338
Change-13,338 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 13,283
Change-13,283 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 13,220
Change-13,220 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 13,172
Change-13,172 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 13,152
Change-13,152 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 12,899
Change-12,899 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 12,444
Change-12,444 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 12,426
Change-12,426 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 12,401
Change-12,401 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 12,360
Change-12,360 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 12,336
Change-12,336 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 12,279
Change-12,279 (-100%)
Value—
EFG International AG
N/A
Shares— from 12,166
Change-12,166 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 12,165
Change-12,165 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 12,030
Change-12,030 (-100%)
Value—
EQ LLC
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 11,918
Change-11,918 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 11,871
Change-11,871 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 11,704
Change-11,704 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 11,611
Change-11,611 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 11,462
Change-11,462 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,085
Change-11,085 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,012
Change-11,012 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,665
Change-10,665 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 10,539
Change-10,539 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10,479
Change-10,479 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 10,313
Change-10,313 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 10,286
Change-10,286 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 10,251
Change-10,251 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,064
Change-10,064 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 9,996
Change-9,996 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 9,987
Change-9,987 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 9,879
Change-9,879 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 9,804
Change-9,804 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9,676
Change-9,676 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 9,468
Change-9,468 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,210
Change-9,210 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 9,173
Change-9,173 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,165
Change-9,165 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,152
Change-9,152 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 9,091
Change-9,091 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 9,085
Change-9,085 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 9,049
Change-9,049 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 8,954
Change-8,954 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,939
Change-8,939 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,626
Change-8,626 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 8,538
Change-8,538 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,488
Change-8,488 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 8,418
Change-8,418 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8,375
Change-8,375 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 8,359
Change-8,359 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,287
Change-8,287 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 8,158
Change-8,158 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,152
Change-8,152 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 8,045
Change-8,045 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 7,816
Change-7,816 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,803
Change-7,803 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 7,745
Change-7,745 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 7,561
Change-7,561 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 7,518
Change-7,518 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 7,439
Change-7,439 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 7,041
Change-7,041 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 7,004
Change-7,004 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 6,911
Change-6,911 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 6,867
Change-6,867 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 6,819
Change-6,819 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 6,509
Change-6,509 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 6,257
Change-6,257 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,142
Change-6,142 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,112
Change-6,112 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,067
Change-6,067 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 5,909
Change-5,909 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 5,823
Change-5,823 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,767
Change-5,767 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 5,743
Change-5,743 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,664
Change-5,664 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 4,766
Change-4,766 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,407
Change-4,407 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
S&CO Inc
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,335
Change-4,335 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,899
Change-3,899 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,868
Change-3,868 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,792
Change-3,792 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,782
Change-3,782 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 3,678
Change-3,678 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
American Trust
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,732
Change-2,732 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Bank OZK
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Legacy Trust
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
CIM, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 991
Change-991 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 982
Change-982 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 951
Change-951 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 947
Change-947 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 943
Change-943 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 931
Change-931 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 929
Change-929 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 925
Change-925 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 920
Change-920 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 886
Change-886 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 864
Change-864 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 657
Change-657 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 576
Change-576 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 557
Change-557 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 516
Change-516 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 428
Change-428 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 423
Change-423 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 417
Change-417 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 373
Change-373 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 362
Change-362 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 355
Change-355 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 345
Change-345 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 345
Change-345 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 276
Change-276 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 261
Change-261 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 234
Change-234 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 140
Change-140 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
10Elms LLP
N/A
Shares— from 74
Change-74 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 65
Change-65 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 61
Change-61 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Collier Financial
N/A
Shares— from 49
Change-49 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 37
Change-37 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 20
Change-20 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 20
Change-20 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED2,252,4472,129,638+122,809+6%$483.6M$514.2M+$30.6M2026-11-04
Park Avenue Securities LLC
INCREASED1,816,3541,811,031+5,323+0%$411.2M$414.6K-$410.8M2026-10-26
Cassaday & Co Wealth Management LLC
INCREASED1,337,2651,255,289+81,976+7%$285.0M$305.3M+$20.2M2026-10-27
Sofi Wealth, LLC
INCREASED1,068,0521,038,423+29,629+3%$235.8M$243.8M+$8.0M2026-10-27
Bank of New York Mellon Corp
INCREASED1,032,312970,074+62,238+6%$220.3M$235.7M+$15.4M2026-11-05
Commonwealth Equity Services, LLC
DECREASED764,668976,621-211,953-22%$221.8M$174.6M-$47.2M2026-11-02
JB Capital LLC
INCREASED670,210663,124+7,086+1%$150.6M$153.0M+$2.4M2026-10-19
Calamos Wealth Management LLC
INCREASED615,155606,356+8,799+1%$137.7M$140.4M+$2.7M2026-11-02
LVZ, Inc.
DECREASED574,879575,983-1,1040%$130.8M$131.2M+$450.7K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED567,435535,693+31,742+6%$121.6M$129.5K-$121.5M2026-11-02
Kestra Advisory Services, LLC
INCREASED540,689376,285+164,404+44%$85.4M$123.4M+$38.0M2026-11-02
Fifth Third Bancorp
DECREASED511,966528,705-16,739-3%$120.0M$116.9M-$3.2M2026-11-05
Truist Financial Corp
INCREASED422,842422,037+805+0%$95.8M$96.5M+$698.5K2026-10-30
Home Federal Bank of Tennessee
DECREASED381,898386,538-4,640-1%$87.8M$87.2M-$588.1K2026-10-15
Encompass Wealth Advisors, LLC
INCREASED355,202173,558+181,644+105%$39.4M$81.1M+$41.7M2026-10-15
Ascent Group, LLC
INCREASED347,602342,445+5,157+2%$77.8M$79.4M+$1.6M2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED342,504369,816-27,312-7%$84.0M$78.2M-$5.8M2026-10-14
Triad Wealth Partners, LLC
INCREASED340,388314,821+25,567+8%$73.4M$77.7M+$4.3M2026-10-26
Probity Advisors, Inc.
DECREASED297,679297,845-1660%$67.6M$68.0M+$325.4K2026-10-23
Courier Capital LLC
DECREASED290,525295,652-5,127-2%$67.1M$66.3M-$809.6K2026-10-19
Thrivent Financial for Lutherans
DECREASED287,002289,895-2,893-1%$65.8M$65.6M-$261.0K2026-11-05
Kestra Investment Management, LLC
DECREASED281,380315,993-34,613-11%$71.7M$64.2M-$7.5M2026-11-04
Amarillo National Bank
DECREASED264,281264,601-3200%$60.1M$60.3M+$249.8K2026-10-23
Regions Financial Corp
INCREASED263,006262,544+462+0%$59.6M$60.0M+$425.8K2026-11-05
Atria Investments, Inc
INCREASED261,021258,295+2,726+1%$58.6M$59.6M+$937.5K2026-10-15
West Wealth Group, LLC
INCREASED259,301249,298+10,003+4%$56.6M$59.2M+$2.6M2026-10-14
Strategic Point Investment Advisors, LLC
DECREASED249,800249,869-690%$56.7M$57.0M+$289.2K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED224,596167,563+57,033+34%$36.9M$50.1M+$13.2M2026-10-13
Vise Technologies, Inc.
INCREASED217,838152,586+65,252+43%$34.6M$49.7M+$15.1M2026-10-29
CX Institutional
INCREASED215,726200,775+14,951+7%$45.6K$49.2K+$3.7K2026-10-02
Concurrent Investment Advisors, LLC
INCREASED215,433114,705+100,728+88%$26.0M$49.2M+$23.1M2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED200,049174,363+25,686+15%$39.6M$45.7M+$6.1M2026-10-14
North Star Investment Management Corp.
INCREASED198,409197,887+522+0%$44.9M$45.3M+$360.6K2026-10-27
US Bancorp \de\
DECREASED193,637208,543-14,906-7%$47.4M$44.2M-$3.1M2026-11-05
Creative Planning
INCREASED188,246186,708+1,538+1%$42.4M$43.0M+$578.9K2026-11-02
MGO One Seven LLC
DECREASED187,453188,431-978-1%$42.8M$42.8M+$6.6K2026-10-28
Foundation Wealth Management, LLC
INCREASED187,338184,393+2,945+2%$41.9M$42.8M+$896.9K2026-10-22
Keybank National Association
DECREASED183,975185,455-1,480-1%$42.1M$42.0M-$111.6K2026-11-04
Perigon Wealth Management, LLC
INCREASED181,575173,159+8,416+5%$39.3M$41.4M+$2.1M2026-10-22
Inlight Wealth Management, LLC
UNCHANGED179,293179,29300%$201.9K$202.0K+$1222026-10-21
Salomon & Ludwin, LLC
DECREASED178,293179,309-1,016-1%$40.8M$40.7M-$135.0K2026-10-29
Financial Life Advisors
INCREASED166,034162,970+3,064+2%$37.0M$37.9M+$898.3K2026-10-14
Citigroup Inc
INCREASED160,609141,459+19,150+14%$32.1M$36.7M+$4.5M2026-11-04
Sharkey, Howes & Javer
INCREASED158,667158,405+262+0%$36.0M$36.2M+$252.9K2026-10-22
Stone House Investment Management, LLC
DECREASED156,876157,787-911-1%$35.8M$35.8M-$15.6K2026-10-23
IFP Advisors, Inc
INCREASED156,316148,739+7,577+5%$33.8M$35.7M+$1.9M2026-10-16
Powell Investment Advisors, LLC
DECREASED155,670158,794-3,124-2%$36.1M$35.5M-$519.3K2026-10-22
Greenleaf Trust
DECREASED152,935154,507-1,572-1%$35.1M$34.9M-$170.4K2026-10-29
Berkshire Money Management, Inc.
INCREASED152,246151,371+875+1%$34.4M$34.8M+$384.3K2026-10-21
Plancorp, LLC
INCREASED151,21869,963+81,255+116%$16.2M$36.2M+$20.1M2026-11-03
TD Waterhouse Canada Inc.
INCREASED148,426142,664+5,762+4%$32.5M$34.0M+$1.5M2026-10-16
Thoma Capital Management LLC
INCREASED144,377132,595+11,782+9%$30.1M$33.0M+$2.9M2026-10-19
Farther Finance Advisors, LLC
DECREASED144,325145,908-1,583-1%$33.1M$32.9M-$183.4K2026-10-08
Kwmg, LLC
INCREASED138,289132,262+6,027+5%$30.0M$31.6M+$1.5M2026-10-07
Horst & Graben Wealth Management LLC
INCREASED131,939131,689+250+0%$30.0M$30.1M+$115.7K2026-11-02
Integrity Alliance, Llc.
INCREASED130,785127,156+3,629+3%$28.9M$29.9M+$983.5K2026-10-29
Brookstone Capital Management
DECREASED129,104135,394-6,290-5%$30.7M$29.5M-$1.3M2026-10-22
Droms Strauss Advisors Inc
DECREASED128,419132,390-3,971-3%$30.1M$29.3M-$745.2K2026-11-03
Praetorian Wealth Management, Inc.
DECREASED127,142127,752-6100%$29.0M$29.0M+$16.6K2026-10-16
Physician Wealth Advisors, Inc.
INCREASED122,587119,410+3,177+3%$27.1M$28.0M+$871.1K2026-10-20
Greenup Street Wealth Management LLC
INCREASED122,557120,237+2,320+2%$27.3M$28.0M+$676.3K2026-10-28
JFS Wealth Advisors, LLC
DECREASED122,188124,892-2,704-2%$28.4M$27.9M-$464.8K2026-11-03
1834 Investment Advisors Co
DECREASED121,777125,735-3,958-3%$28.5M$27.8M-$750.0K2026-10-16
Pettinga Financial Advisors LLC
DECREASED120,571121,132-5610%$27.5M$27.5M+$19.7K2026-10-13
SteelPeak Wealth, LLC
DECREASED120,154131,659-11,505-9%$29.9M$27.4M-$2.5M2026-10-16
Waterway Wealth Management, LLC
INCREASED119,665119,174+491+0%$20.2M$20.5M+$247.2K2026-10-28
Ddfg, Inc
DECREASED119,483120,323-840-1%$27.3M$27.3M-$44.8K2026-10-15
Diversify Wealth Management, LLC
INCREASED118,41184,140+34,271+41%$19.6M$27.9M+$8.4M2026-10-20
Diversify Advisory Services, LLC
INCREASED118,41184,140+34,271+41%$19.6M$27.9M+$8.4M2026-10-20
Spire Wealth Management
DECREASED117,600119,497-1,897-2%$27.1M$26.8M-$287.0K2026-10-30
Phillips Financial Management, LLC
DECREASED116,325119,479-3,154-3%$27.1M$26.6M-$574.3K2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED110,472105,567+4,905+5%$24.0M$25.2M+$1.2M2026-10-13
WealthPlan Investment Management, LLC
INCREASED108,660104,898+3,762+4%$23.8M$24.8M+$986.9K2026-10-15
CoreCap Advisors, LLC
INCREASED107,532104,707+2,825+3%$23.8M$24.5M+$772.7K2026-10-08
Scissortail Wealth Management, LLC
INCREASED105,819103,271+2,548+2%$23.4M$24.2M+$707.8K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED105,574107,135-1,561-1%$24.3M$24.1M-$225.8K2026-10-30
Trek Financial, LLC
INCREASED105,033102,220+2,813+3%$23.2M$24.0M+$766.9K2026-10-29
Security Financial Services, Inc.
DECREASED103,473111,545-8,072-7%$25.3M$23.6M-$1.7M2026-10-29
Signature Wealth Management Partners, LLC
INCREASED99,30298,481+821+1%$22.4M$22.7M+$307.8K2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED98,93897,895+1,043+1%$22.2M$22.6M+$357.8K2026-11-05
Detalus Advisors, LLC
DECREASED97,19499,890-2,696-3%$22.7M$22.2M-$493.4K2026-10-15
Choreo, LLC
DECREASED97,13997,220-810%$22.1M$22.2M+$100.1K2026-10-28
SilverOak Wealth Management LLC
DECREASED95,81097,076-1,266-1%$22.0M$21.9M-$170.6K2026-10-29
ADG Wealth Management Group, LLC
INCREASED95,02394,015+1,008+1%$21.3M$21.7M+$344.9K2026-10-23
Sigma Planning Corp
DECREASED94,48396,026-1,543-2%$21.8M$21.5M-$258.6K2026-10-23
Fifth Third Securities, Inc.
INCREASED93,96142,873+51,088+119%$9.7M$21.4M+$11.7M2026-10-21
GHP Investment Advisors, Inc.
DECREASED93,95594,459-504-1%$21.4M$21.4M+$932026-10-15
Narwhal Capital Management
UNCHANGED92,78492,78400%$21.1M$21.2M+$113.2K2026-11-04
Cullen T Bankers, Inc.
INCREASED92,43291,292+1,140+1%$20.7M$21.1M+$371.7K2026-10-28
Ironwood Financial, llc
DECREASED92,25093,654-1,404-1%$21.6M$21.1M-$564.0K2026-10-20
Sovran Advisors, LLC
INCREASED91,96289,194+2,768+3%$20.9M$22.2M+$1.3M2026-11-02
MV Capital Management, Inc.
DECREASED91,49994,723-3,224-3%$21.5M$20.9M-$620.4K2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED91,36197,126-5,765-6%$22.1M$20.9M-$1.2M2026-11-03
Apollon Wealth Management, LLC
INCREASED91,34090,097+1,243+1%$20.5M$20.9M+$393.7K2026-10-23
Swmg, LLC
INCREASED91,05088,953+2,097+2%$20.5M$21.8M+$1.3M2026-10-23
Kelly Financial Services LLC
DECREASED90,94792,005-1,058-1%$20.9M$20.8M-$129.2K2026-10-20
First Merchants Corp
INCREASED90,38689,149+1,237+1%$20.2M$20.6M+$391.1K2026-10-15
Cosner Financial Group, LLC
DECREASED88,457178,510-90,053-50%$20.3M$30.2M+$9.9M2026-11-03
Horizon Wealth Management, LLC
INCREASED85,93082,004+3,926+5%$18.6M$19.6M+$996.2K2026-11-02
Bokf, NA
DECREASED84,75088,933-4,183-5%$20.2M$19.3M-$846.4K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED82,55781,791+766+1%$18.6M$18.8M+$274.7K2026-11-05
Matthew Goff Investment Advisor, LLC
DECREASED81,27082,021-751-1%$18.6M$18.6M-$71.3K2026-10-13
Instrumental Wealth, LLC
INCREASED79,08075,196+3,884+5%$17.1M$18.1M+$978.5K2026-10-20
Financial Enhancement Group LLC
INCREASED78,82778,803+24+0%$17.9M$18.2M+$298.6K2026-10-08
First Hawaiian Bank
DECREASED77,95281,245-3,293-4%$18.4M$17.8M-$652.6K2026-10-14
TD Private Client Wealth LLC
DECREASED77,14381,123-3,980-5%$18.4M$17.6M-$809.7K2026-10-28
Elevated Financial Group LLC
DECREASED75,68383,473-7,790-9%$19.0M$17.3M-$1.7M2026-10-16
Associated Banc-Corp
INCREASED74,67370,464+4,209+6%$16.0M$17.0M+$1.0M2026-10-30
Beacon Capital Management, LLC
INCREASED74,24254,222+20,020+37%$12.3M$16.9M+$4.6M2026-10-23
RTD Financial Advisors, Inc.
DECREASED73,85074,534-684-1%$16.9M$16.9M-$65.2K2026-10-09
Foster Victor Wealth Advisors, LLC
INCREASED73,25561,981+11,274+18%$14.3M$17.2M+$3.0M2026-10-21
Blue Trust, Inc.
DECREASED72,86973,143-2740%$16.6M$16.6M+$26.4K2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED71,57672,357-781-1%$16.4M$16.3M-$90.0K2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED71,44669,947+1,499+2%$15.9M$16.3M+$427.5K2026-10-23
Modera Wealth Management, LLC
DECREASED70,99972,069-1,070-1%$16.4M$16.2M-$156.3K2026-10-28
BKM Wealth Management, LLC
INCREASED69,32161,664+7,657+12%$14.0M$15.8M+$1.8M2026-10-22
Trust Point Inc.
UNCHANGED69,19669,19600%$15.7M$15.8M+$84.4K2026-10-27
Parallel Advisors, LLC
INCREASED67,22264,123+3,099+5%$14.6M$15.3M+$785.7K2026-11-03
Wilmington Savings Fund Society, FSB
INCREASED66,79166,271+520+1%$15.0M$15.2M+$199.6K2026-10-23
Cypress Wealth Services, LLC
INCREASED66,65566,607+48+0%$15.1M$15.4M+$317.6K2026-10-21
Csenge Advisory Group
INCREASED66,22264,273+1,949+3%$14.6M$15.1M+$523.2K2026-11-04
Occidental Asset Management, LLC
DECREASED66,21967,373-1,154-2%$15.3M$15.1M-$181.1K2026-11-05
Ironwood Wealth Management, Inc.
DECREASED65,79065,995-2050%$15.2M$15.3M+$102.2K2026-10-14
Guidance Point Advisors, LLC
INCREASED65,72462,015+3,709+6%$14.1M$15.0M+$922.5K2026-10-15
Sacks & Associates, LLC
DECREASED65,21068,183-2,973-4%$15.8M$14.9M-$912.7K2026-10-09
Simplicity Wealth,LLC
INCREASED63,85141,182+22,669+55%$9.4M$14.6M+$5.2M2026-10-23
McNaughton Wealth Management, LLC
INCREASED60,87959,792+1,087+2%$13.6M$13.9M+$321.1K2026-10-09
Bay Harbor Wealth Management, LLC
DECREASED60,80360,974-1710%$13.8M$13.9M+$35.4K2026-11-03
Quadrant Private Wealth Management, LLC
NEW58,614—+58,614——$13.4M—2026-11-04
AtlasMark Financial, Inc
INCREASED58,03153,513+4,518+8%$12.2M$13.2M+$1.1M2026-10-13
Citizens Financial Group Inc
DECREASED57,34969,004-11,655-17%$15.7M$13.1M-$2.6M2026-10-23
Archer Investment Management, LLC
DECREASED55,52155,706-1850%$12.6M$12.7M+$25.9K2026-10-13
Bank Pictet & Cie (Europe) AG
DECREASED55,35362,947-7,594-12%$14.3M$12.6M-$1.7M2026-10-20
Hemming& Wealth Management, Inc.
INCREASED55,16653,496+1,670+3%$12.1M$12.6M+$446.6K2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED54,798162,551-107,753-66%$36.9M$12.5M-$24.4M2026-10-16
Lpwm LLC
DECREASED53,29454,315-1,021-2%$12.3M$12.2M-$166.8K2026-10-20
Endeavor Private Wealth, Inc.
INCREASED52,66551,933+732+1%$11.8M$12.0M+$230.4K2026-11-05
Integrated Advisors Network LLC
INCREASED52,53846,123+6,415+14%$10.5M$12.0M+$1.5M2026-10-20
Prosperity Planning, Inc.
DECREASED51,96352,845-882-2%$12.0M$11.9M-$136.8K2026-10-09
Acropolis Investment Management, LLC
DECREASED51,73952,178-439-1%$11.8M$11.8M-$36.6K2026-10-08
MMA Asset Management LLC
DECREASED51,56652,215-649-1%$11.9M$11.8M-$84.3K2026-11-02
May Hill Capital, LLC
INCREASED50,62047,464+3,156+7%$10.8M$11.6M+$778.4K2026-11-03
LMG Wealth Partners, LLC
INCREASED50,43350,152+281+1%$11.4M$11.5M+$125.4K2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED50,40551,641-1,236-2%$11.7M$11.5M-$218.6K2026-11-05
Clear Wave Wealth Management LLC
INCREASED50,35650,066+290+1%$11.4M$11.5M+$127.3K2026-11-04
Hobbs Wealth Management, LLC
INCREASED49,83449,504+330+1%$11.2M$11.4M+$135.7K2026-10-20
Gen-Wealth Partners Inc
INCREASED49,33248,163+1,169+2%$10.9M$11.3M+$325.4K2026-11-04
Assetmark, Inc
INCREASED47,95245,471+2,481+5%$10.3M$10.9M+$621.8K2026-10-21
Investment Partners, Ltd.
INCREASED47,29824,487+22,811+93%$5.6M$10.8M+$5.2M2026-10-29
Rodgers & Associates, LTD
DECREASED46,49348,150-1,657-3%$10.9M$10.6M-$319.5K2026-10-20
VestGen Advisors, LLC
DECREASED44,96945,369-400-1%$10.3M$10.3M-$36.0K2026-10-27
Capital Advisors, Ltd. LLC
INCREASED44,67144,203+468+1%$10.0K$10.2K+$1602026-10-27
Carmel Capital Partners, LLC
INCREASED44,15330,747+13,406+44%$7.0M$10.1M+$3.1M2026-11-03
DT Investment Partners, LLC
UNCHANGED43,95043,95000%$10.0M$10.0M+$53.6K2026-10-27
Firethorn Wealth Partners, LLC
DECREASED43,87743,904-270%$10.0M$10.0M+$47.4K2026-10-14
SigFig Wealth Management, LLC
INCREASED43,79442,796+998+2%$9.7M$10.0M+$275.7K2026-10-07
Newport Capital Group, LLC
INCREASED43,3866,042+37,344+618%$1.4M$10.2M+$8.8M2026-10-16
Oppenheimer & Co Inc
DECREASED42,93544,602-1,667-4%$10.1M$9.8M-$326.1K2026-10-26
HB Wealth Management, LLC
INCREASED42,90239,372+3,530+9%$8.9M$9.8M+$853.9K2026-10-23
Lifelong Wealth Advisors, Inc.
INCREASED42,26941,936+333+1%$9.5M$9.6M+$127.2K2026-10-19
A4 Wealth Advisors LLC
INCREASED41,81341,339+474+1%$9.4M$9.5M+$158.7K2026-10-20
Soltis Investment Advisors LLC
INCREASED41,80137,361+4,440+12%$8.5M$9.5M+$1.1M2026-10-28
Traynor Capital Management, Inc.
DECREASED41,66943,448-1,779-4%$9.9M$9.5M-$353.2K2026-10-29
SAX Wealth Advisors, LLC
INCREASED41,20634,897+6,309+18%$7.4M$9.4M+$2.0M2026-10-13
Apeiron RIA LLC
DECREASED40,28042,046-1,766-4%$9.5M$9.2M-$338.5K2026-10-08
TSA Wealth Managment LLC
DECREASED38,84642,476-3,630-9%$9.6M$8.9M-$776.8K2026-10-22
Arlington Trust Co LLC
DECREASED38,81939,329-510-1%$8.9M$8.9M-$68.4K2026-10-20
Mather Group, Llc.
DECREASED38,48840,085-1,597-4%$9.1M$8.8M-$315.7K2026-10-14
Centerpoint Advisors, LLC
DECREASED38,01338,359-346-1%$8.7M$8.7M-$32.0K2026-11-05
Polaris Investment Advisors, LLC
INCREASED37,82937,775+54+0%$8.6M$8.6M+$58.4K2026-10-20
Lynx Capital Group LTD
INCREASED37,60637,588+18+0%$8.5M$8.6M+$50.0K2026-11-04
Focus Financial Network, Inc.
DECREASED36,75736,930-1730%$8.4M$8.4M+$5.7K2026-10-14
Adirondack Capital Advisors, LLC
INCREASED36,54635,843+703+2%$8.1M$8.3M+$204.1K2026-10-09
YHB Investment Advisors, Inc.
INCREASED36,15736,017+140+0%$8.2M$8.3M+$76.0K2026-10-08
Lantz Financial LLC
INCREASED35,39835,348+50+0%$8.0M$8.1M+$54.4K2026-10-15
Advus Financial Partners, LLC
INCREASED35,25931,021+4,238+14%$7.0M$8.0M+$1.0M2026-10-20
Maia Wealth LLC
DECREASED35,11241,971-6,859-16%$9.5M$8.0M-$1.5M2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED34,97233,886+1,086+3%$7.7M$8.0M+$289.2K2026-10-16
Willis Johnson Wealth, Inc.
DECREASED34,67135,308-637-2%$8.0M$7.9M-$102.2K2026-11-03
LiftPoint Family Wealth Advisors LLC
DECREASED34,31335,195-882-3%$8.0M$7.8M-$158.5K2026-11-03
Daymark Wealth Partners, LLC
INCREASED34,19333,894+299+1%$7.7M$7.8M+$109.6K2026-11-04
PFG Advisors
INCREASED33,44032,168+1,272+4%$7.3M$7.6M+$329.4K2026-10-16
Bank of Stockton
DECREASED32,90041,356-8,456-20%$9.4M$7.5M-$1.9M2026-10-20
AlphaCore Capital LLC
INCREASED32,60219,224+13,378+70%$4.4M$7.4M+$3.1M2026-11-04
Petersen Hastings Wealth Advisors Inc.
DECREASED32,41232,930-518-2%$7.5M$7.4M-$78.1K2026-10-27
Uptick Partners, LLC
INCREASED32,37130,955+1,416+5%$7.0M$7.4M+$360.9K2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED32,16643,731-11,565-26%$9.9M$7.3M-$2.6M2026-10-08
ETF Portfolio Partners, Inc.
DECREASED32,14332,248-1050%$7.3M$7.3M+$15.2K2026-10-22
Cornerstone Planning Group LLC
DECREASED31,29331,447-1540%$7.3M$7.3M+$36.0K2026-10-16
Sapient Capital LLC
DECREASED31,19331,247-540%$7.1M$7.1M+$25.8K2026-10-08
Financial Synergies Wealth Advisors, Inc.
INCREASED31,02330,845+178+1%$7.0M$7.1M+$78.4K2026-10-16
Vicus Capital
DECREASED31,00832,111-1,103-3%$7.3M$7.1M-$212.5K2026-11-05
Equitable Trust Co
UNCHANGED30,87430,87400%$7.0M$7.0M+$37.7K2026-10-13
Carbahal Olsen Financial Services Group, LLC
DECREASED30,56130,742-181-1%$7.0M$7.0M-$3.9K2026-11-05
One Wealth Capital Management, LLC
DECREASED30,47536,049-5,574-15%$8.2M$7.0M-$1.2M2026-10-23
Hoxton Planning & Management, LLC
INCREASED30,31228,564+1,748+6%$6.5M$6.9M+$433.9K2026-10-15
Absolute Capital Management, LLC
INCREASED30,09226,954+3,138+12%$6.1M$6.9M+$749.2K2026-10-16
Apella Capital, LLC
INCREASED30,01311,115+18,898+170%$2.6M$6.9M+$4.4M2026-10-08
Peoples Bank
INCREASED29,21525,928+3,287+13%$5.9M$6.7M+$782.0K2026-10-26
Pathway Financial Advisors LLC
UNCHANGED29,07929,07900%$6.7M$6.6M-$55.8K2026-10-07
Portfolio Resources Advisor Group, Inc.
INCREASED29,02028,421+599+2%$6.5M$6.6M+$171.4K2026-10-20
Forte Asset Management LLC
DECREASED28,54228,622-800%$6.5M$6.5M+$16.7K2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED27,94127,975-340%$6.4M$6.4M+$26.4K2026-11-04
Ashton Thomas Securities, LLC
NEW27,940—+27,940——$6.4M—2026-10-26
Ascentis Independent Advisors
INCREASED27,877233+27,644+11864%$52.9K$6.4M+$6.3M2026-11-03
Prospera Financial Services Inc
DECREASED27,81127,814-30%$6.3M$6.7M+$345.8K2026-11-04
Balefire, LLC
INCREASED27,71116,082+11,629+72%$3.7M$6.3M+$2.7M2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED27,62925,265+2,364+9%$5.7M$6.3M+$567.9K2026-10-13
W Advisors, LLC
INCREASED26,93526,920+15+0%$6.1M$6.1M+$36.5K2026-11-02
FFG Retirement Advisors LLC
DECREASED26,84128,331-1,490-5%$6.4M$6.1M-$305.7K2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED26,70518,697+8,008+43%$3.2M$5.0M+$1.8M2026-11-04
First Heartland Consultants, Inc.
DECREASED26,43226,619-187-1%$6.0M$6.0M-$10.2K2026-10-08
Flagstar Securities, Inc
INCREASED26,27124,877+1,394+6%$5.6M$6.0M+$348.5K2026-10-15
Ascent Wealth Partners, LLC
DECREASED26,03526,537-502-2%$6.0M$5.9M-$82.2K2026-10-23
Wealthcare Advisory Partners LLC
INCREASED25,8928,407+17,485+208%$1.9M$5.9M+$4.0M2026-10-21
Sonata Capital Group Inc
INCREASED25,80425,076+728+3%$5.7M$5.9M+$196.8K2026-10-19
Verus Capital Partners, LLC
DECREASED25,78726,443-656-2%$6.0M$5.9M-$117.6K2026-11-03
Asset One Wealth Management LLC
INCREASED25,543886+24,657+2783%$204.0K$5.8M+$5.6M2026-11-02
Founders Grove Wealth Partners, LLC
DECREASED25,49026,285-795-3%$6.0M$5.8M-$149.4K2026-10-16
Retirement Wealth Solutions LLC
INCREASED25,25624,269+987+4%$5.5M$5.8M+$255.0K2026-10-07
Rose Capital Advisors LLC
NEW25,168—+25,168——$5.7M—2026-11-04
Clarus Wealth Advisors
INCREASED25,13624,583+553+2%$5.6M$5.9M+$230.1K2026-10-13
Yanni & Associates Investment Advisors, LLC
DECREASED24,92225,191-269-1%$5.7M$5.7M-$30.7K2026-10-14
Financial & Tax Architects, LLC
NEW24,596—+24,596——$5.6M—2026-10-15
Old Mission Investment Co LLC
INCREASED24,44624,139+307+1%$5.5M$5.6M+$99.6K2026-10-22
Old National Bancorp
UNCHANGED24,40424,40400%$5.5M$5.6M+$29.8K2026-10-20
Stackstone Wealth, LLC
NEW24,294—+24,294——$5.5M—2026-10-19
B.O.S.S. Retirement Advisors, LLC
DECREASED24,17224,584-412-2%$5.6M$5.5M-$63.9K2026-10-26
Centurion Wealth Management LLC
DECREASED24,08126,854-2,773-10%$6.1M$5.5M-$600.1K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED23,83022,587+1,243+6%$5.1M$5.4M+$311.3K2026-10-14
Stenger Family Office, LLC
INCREASED23,63023,534+96+0%$5.3M$5.5M+$187.4K2026-10-22
Integrity Advisory Solutions, LLC
INCREASED23,50620,372+3,134+15%$4.6M$5.4M+$740.3K2026-10-29
Strategic Blueprint, LLC
DECREASED22,60122,916-315-1%$5.2M$5.2M-$43.9K2026-10-22
MSH Capital Advisors LLC
DECREASED22,45922,720-261-1%$5.2M$5.1M-$31.8K2026-11-03
Sterling Investment Advisors LLC
DECREASED22,41122,986-575-2%$5.2M$5.1M-$103.2K2026-10-27
Calamos Advisors LLC
DECREASED22,22922,531-302-1%$5.1M$5.1M-$41.5K2026-11-02
Avestar Capital, LLC
DECREASED21,81021,888-780%$5.0M$5.0M+$8.9K2026-10-28
Cranbrook Wealth Management, LLC
DECREASED21,58221,775-193-1%$4.9M$4.9M-$17.5K2026-10-28
Florida Trust Wealth Management Co
DECREASED21,56021,787-227-1%$4.9M$4.9M-$25.2K2026-11-05
Sterling Financial Planning, Inc.
DECREASED21,53421,679-145-1%$4.9M$4.9M-$6.6K2026-10-28
Harbor Investment Advisory, LLC
INCREASED21,45621,045+411+2%$4.8M$4.9M+$119.5K2026-10-13
Stordahl Capital Management, Inc.
DECREASED21,03321,404-371-2%$4.9M$4.8M-$58.6K2026-10-22
Arcadia Investment Advisors LLC
DECREASED20,90520,914-90%$4.7M$4.8M+$23.5K2026-10-13
Leslie Global Wealth, LLC
INCREASED20,6989,833+10,865+111%$2.2M$4.7M+$2.5M2026-10-26
CFS Investment Advisory Services, LLC
DECREASED20,36822,793-2,425-11%$5.2M$4.7M-$528.5K2026-10-19
Thompson Investment Management, Inc.
INCREASED20,35419,815+539+3%$4.5M$4.6M+$147.2K2026-10-14
WealthPoint Financial, LLC
DECREASED20,28320,661-378-2%$4.7M$4.6M-$61.1K2026-11-03
Alpine Bank Wealth Management
DECREASED20,21624,874-4,658-19%$5.6M$4.6M-$1.0M2026-10-16
Southern Capital Advisors, LLC
DECREASED20,00420,864-860-4%$4.7M$4.6M-$170.9K2026-10-26
Wealth Advisory Solutions, LLC
DECREASED19,94820,195-247-1%$4.6M$4.6M-$31.7K2026-10-20
Guardian Wealth Advisors, LLC
DECREASED19,71420,607-893-4%$4.7M$4.7M+$37.2K2026-10-30
Florin Court Capital LLP
INCREASED19,50013,300+6,200+47%$3.0M$4.5M+$1.4M2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED19,46619,46600%$4.4M$4.4M+$23.7K2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED19,35219,669-317-2%$4.5M$4.4M-$48.2K2026-10-13
Wesbanco Bank Inc
DECREASED19,32619,347-210%$4.4M$4.4M+$18.8K2026-11-04
Asset Dedication, LLC
INCREASED19,17217,973+1,199+7%$4.1M$4.4M+$295.8K2026-11-03
Commonwealth Retirement Investments LLC
DECREASED19,09622,609-3,513-16%$5.1M$4.4M-$774.3K2026-10-26
Sowell Financial Services LLC
INCREASED19,03018,862+168+1%$4.3M$4.3M+$61.3K2026-10-23
Bernardo Wealth Planning LLC
INCREASED18,8969,403+9,493+101%$2.1M$4.3M+$2.2M2026-10-23
Arcadia Wealth Management, LLC
INCREASED18,8697,552+11,317+150%$1.7M$4.3M+$2.6M2026-10-22
Clear Creek Financial Management, LLC
INCREASED18,74217,824+918+5%$4.0M$4.3M+$231.3K2026-10-28
Chicago Partners Investment Group LLC
DECREASED18,69519,031-336-2%$4.4M$4.5M+$87.9K2026-10-27
Hudson Capital Management LLC
INCREASED18,58218,571+11+0%$4.2M$4.2M+$25.3K2026-10-20
Anson Capital, Inc.
DECREASED18,38819,385-997-5%$4.4M$4.2M-$204.0K2026-10-23
XY Planning Network, Inc.
INCREASED18,38217,182+1,200+7%$3.9M$4.2M+$294.9K2026-10-14
O'Connor Financial Group LLC
DECREASED18,34018,914-574-3%$4.3M$4.2M-$108.0K2026-10-26
Pines Wealth Management, LLC
DECREASED18,31618,408-920%$4.2M$4.2M+$1.5K2026-10-21
Compound Planning, Inc.
DECREASED17,86918,322-453-2%$4.2M$4.1M-$81.0K2026-11-05
PKS Advisory Services, LLC
UNCHANGED17,82717,82700%$4.0M$4.0M$02026-10-26
SFI Advisors, LLC
DECREASED17,82518,219-394-2%$4.1M$4.1M-$67.6K2026-10-30
Magnus Financial Group LLC
INCREASED17,73217,418+314+2%$4.0M$4.0M+$92.8K2026-10-21
Bare Financial Services, Inc
DECREASED17,71417,853-139-1%$4.1M$4.0M-$10.0K2026-11-04
Golden State Wealth Management, LLC
INCREASED17,69016,372+1,318+8%$3.7M$4.0M+$320.6K2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED17,43619,521-2,085-11%$4.4M$4.0M-$452.2K2026-10-20
Lighthouse Financial LLC
DECREASED17,42819,160-1,732-9%$4.4M$4.0M-$372.0K2026-10-23
Hanson & Doremus Investment Management
UNCHANGED17,05017,05000%$3.9M$3.9K-$3.9M2026-10-16
Midwest Trust Co
INCREASED16,79316,112+681+4%$3.7M$3.8M+$175.1K2026-10-22
Saxony Capital Management, LLC
DECREASED16,61024,392-7,782-32%$5.5M$3.8M-$1.7M2026-10-15
Gray Private Wealth, LLC
INCREASED16,50116,285+216+1%$3.7M$3.8M+$69.2K2026-10-28
Ehrlich Financial Group
INCREASED16,34311,433+4,910+43%$2.6M$3.7M+$1.1M2026-10-20
Ritholtz Wealth Management
DECREASED16,34216,619-277-2%$3.8M$3.7M-$43.0K2026-11-05
RKL Wealth Management LLC
DECREASED16,24616,280-340%$3.7M$3.7M+$12.0K2026-10-16
Stegner Investment Associates Inc.
UNCHANGED16,08616,08600%$3.7M$3.7M+$19.6K2026-10-15
Independent Financial Group, LLC
DECREASED16,07816,611-533-3%$3.8M$3.7M-$101.4K2026-10-13
Trail Ridge Investment Advisors, LLC
INCREASED15,90615,265+641+4%$3.5M$3.6M+$165.0K2026-10-16
WealthPLAN Partners, LLC
DECREASED15,76915,971-202-1%$3.6M$3.6M-$26.5K2026-10-15
Zenith Solutions, Inc.
INCREASED15,69215,621+71+0%$3.5M$3.6M+$35.2K2026-10-19
Gemmer Asset Management LLC
DECREASED15,62517,231-1,606-9%$3.9M$3.6M-$345.6K2026-10-16
Sage Investment Advisers LLC
DECREASED15,47318,244-2,771-15%$4.1M$3.5M-$610.4K2026-10-21
Nolet Wealth Management, LLC
UNCHANGED15,42515,42500%$3.5M$3.5M+$18.8K2026-10-15
First Citizens Bank & Trust Co
INCREASED15,25515,020+235+2%$3.4M$3.5M+$72.0K2026-10-14
BCU Wealth Advisors, LLC
DECREASED15,22815,379-151-1%$3.5M$3.5M-$15.8K2026-10-16
Grey Ledge Advisors, LLC
INCREASED15,18615,114+72+0%$3.4M$3.5M+$34.7K2026-11-02
Sima Wealth Partners, LLC
DECREASED15,10315,138-350%$3.4M$3.4M+$10.5K2026-10-19
Legacy Advisory Services, LLC
NEW15,025—+15,025——$3.4M—2026-10-20
Tempus Wealth Planning, LLC
INCREASED14,99812,545+2,453+20%$2.8M$3.4M+$575.2K2026-10-14
Summit Investment Advisory Services, LLC
DECREASED14,96215,024-620%$3.4M$3.4M+$4.1K2026-11-03
Valeo Financial Advisors, LLC
DECREASED14,94517,793-2,848-16%$4.0M$3.4M-$628.5K2026-10-08
Gryphon Financial Partners LLC
INCREASED14,59314,575+18+0%$3.3M$3.3M+$21.9K2026-11-04
Form Wealth Advisors, LLC
DECREASED14,46814,848-380-3%$3.4M$3.3M-$68.6K2026-10-13
Partners Wealth Management, LLC
INCREASED14,39712,682+1,715+14%$2.9M$3.3M+$406.9K2026-10-28
Nations Financial Group Inc,
DECREASED14,35515,460-1,105-7%$3.5M$3.3M-$233.5K2026-11-05
Blue Zone Wealth Advisors, LLC
INCREASED14,2539,687+4,566+47%$2.2M$3.3M+$1.1M2026-10-19
Carret Asset Management, LLC
INCREASED14,2364,575+9,661+211%$1.0M$3.2M+$2.2M2026-11-04
St. Clair Advisors, LLC
UNCHANGED14,18914,18900%$3.2M$3.2M+$17.3K2026-10-13
G&S Capital LLC
DECREASED13,91315,864-1,951-12%$3.6M$3.2M-$426.0K2026-10-23
Crestwood Advisors Group, LLC
DECREASED13,88413,990-106-1%$3.2M$3.2M-$7.1K2026-10-27
Interchange Capital Partners, LLC
DECREASED13,83514,041-206-1%$3.2M$3.2M-$33.5K2026-10-28
J.M. Arbour, LLC
DECREASED13,67513,712-370%$3.1M$3.1M+$8.4K2026-11-05
Marin Bay Wealth Advisors, LLC
INCREASED13,61813,612+6+0%$3.1M$3.1M+$18.0K2026-10-28
Avior Wealth Management, LLC
DECREASED13,58613,621-350%$3.1M$3.1M+$8.7K2026-10-13
SWP Financial LLC
UNCHANGED13,54813,54800%$3.1M$3.1M+$16.5K2026-10-23
Gables Capital Management Inc.
UNCHANGED13,33013,33000%$3.0M$3.0M+$16.3K2026-11-04
Principal Financial Group Inc
DECREASED13,26013,785-525-4%$3.1M$3.0M-$103.1K2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED13,22013,930-710-5%$3.2M$3.0M-$145.1K2026-10-21
PCG Asset Management, LLC
NEW12,950—+12,950——$3.0M—2026-11-05
Capital Square, LLC
INCREASED12,90312,649+254+2%$2.9M$2.9M+$29.9K2026-10-19
Accelerate Investment Advisors LLC
INCREASED12,89411,592+1,302+11%$2.6M$2.9M+$311.4K2026-11-02
Garde Capital, Inc.
DECREASED12,86515,042-2,177-14%$3.4M$2.9M-$478.6K2026-10-29
Glass Jacobson Investment Advisors llc
DECREASED12,84712,914-67-1%$2.9M$2.9M+$3682026-10-26
GenWealth Group, Inc.
DECREASED12,82812,948-120-1%$2.9M$2.9M-$11.4K2026-10-16
Procyon Advisors, LLC
INCREASED12,81110,364+2,447+24%$2.4M$2.9M+$571.2K2026-10-21
Heck Capital Advisors, LLC
DECREASED12,73912,779-400%$2.9M$2.9M+$6.3K2026-10-14
Smart Wealth LLC
INCREASED12,73210,087+2,645+26%$2.3M$2.9M+$616.3K2026-11-04
Graves Light Lenhart Wealth, Inc.
INCREASED12,69912,696+3+0%$2.9M$2.9M+$16.2K2026-10-09
Rossby Financial, LCC
INCREASED12,661835+11,826+1416%$189.6K$2.9M+$2.7M2026-11-05
Two West Capital Advisors LLC
INCREASED12,53611,481+1,055+9%$2.6M$2.9M+$237.6K2026-10-15
M Holdings Securities, Inc.
NEW12,341—+12,341——$2.9K—2026-11-03
Ellis Investment Partners, LLC
DECREASED12,33212,471-139-1%$2.8M$2.8M-$16.4K2026-10-21
Flagship Wealth Advisors, LLC
DECREASED12,26912,507-238-2%$2.8M$2.8M-$39.1K2026-11-03
Market Street Wealth Management Advisors LLC
DECREASED12,23713,168-931-7%$3.0M$2.8M-$196.5K2026-10-09
Sigma Investment Counselors Inc
DECREASED12,02112,041-200%$2.7M$2.7M+$10.1K2026-10-27
Great Point Wealth Advisors, LLC
UNCHANGED12,00112,00100%$2.7M$2.7M+$14.6K2026-10-15
Sutton Place Investors LLC
INCREASED11,98911,843+146+1%$2.7M$2.7M+$47.8K2026-10-20
D.A. Davidson & Co.
DECREASED11,92913,752-1,823-13%$3.1M$2.7M-$399.4K2026-10-28
AFG Fiduciary Services Limited Partnership
DECREASED11,72511,999-274-2%$2.8M$2.7M-$17.7K2026-10-21
B&D White Capital Company, LLC
UNCHANGED11,69111,69100%$2.7M$2.7M+$14.3K2026-11-02
NorthLanding Financial Partners, LLC
DECREASED11,68511,716-310%$2.7M$2.7M+$7.2K2026-10-15
WealthBridge Capital Management, LLC
DECREASED11,52311,797-274-2%$2.7M$2.6M-$48.1K2026-10-16
BigSur Wealth Management LLC
UNCHANGED11,50011,50000%$2.6M$2.6M+$14.0K2026-10-13
Merkkuri Wealth Advisors LLC
INCREASED11,41211,382+30+0%$2.6M$2.6M+$20.8K2026-11-03
Councilor Wealth, LLC
INCREASED11,37511,372+3+0%$2.6M$2.6M+$14.7K2026-10-09
Bryn Mawr Trust Advisors, LLC
DECREASED11,35511,417-62-1%$2.6M$2.6M-$2902026-11-04
Total Investment Management Inc
INCREASED11,35410,900+454+4%$2.5M$2.6M+$66.2K2026-10-22
True Private Wealth Advisors
DECREASED11,21511,411-196-2%$2.6M$2.6M-$30.8K2026-10-19
Alterna Wealth Management, Inc
INCREASED11,04910,239+810+8%$2.3M$2.5M+$197.3K2026-10-27
Schneider Downs Wealth Management Advisors, LP
UNCHANGED10,89310,89300%$2.5M$2.5M+$13.3K2026-10-27
Guilbault Capital LLC
DECREASED10,89212,668-1,776-14%$2.9M$2.5M-$389.9K2026-10-28
Marietta Wealth Management, LLC
INCREASED10,74010,738+2+0%$2.4M$2.5M+$75.7K2026-10-22
Wealth Dimensions Group, Ltd.
DECREASED10,72310,791-68-1%$2.5M$2.4M-$2.4K2026-11-02
Able Wealth Management LLC
INCREASED10,58410,582+2+0%$2.4M$2.4M+$37.1K2026-10-13
FWG Investments, Llc.
INCREASED10,4467,793+2,653+34%$1.8M$2.4M+$615.1K2026-11-03
Fortitude Family Office, LLC
UNCHANGED10,30010,30000%$2.3M$2.4M+$12.6K2026-10-14
Dumont & Blake Investment Advisors LLC
DECREASED10,29210,353-61-1%$2.4M$2.3M-$1.3K2026-10-28
Krilogy Financial LLC
INCREASED10,2916,769+3,522+52%$1.5M$2.4M+$870.1K2026-10-13
RFG Advisory, LLC
INCREASED10,2039,579+624+7%$2.2M$2.3M+$154.1K2026-11-03
BridgePort Financial Solutions, LLC
DECREASED10,15210,730-578-5%$2.4M$2.3M-$118.9K2026-11-02
Focused Alpha, LLC
DECREASED10,11010,285-175-2%$2.3M$2.3M-$27.3K2026-10-20
High Point Wealth Management, LLC
INCREASED10,07310,047+26+0%$2.3M$2.3M+$18.4K2026-11-05
CLG LLC
DECREASED10,01510,173-158-2%$2.3M$2.3M-$23.5K2026-10-13
Sterling Investment Counsel, LLC
INCREASED10,0039,740+263+3%$2.2M$2.3M+$71.9K2026-10-19
Brighton Jones LLC
INCREASED9,9549,259+695+8%$2.1M$2.3M+$169.9K2026-11-03
Cassilly Financial Group LLC
INCREASED9,8769,701+175+2%$2.2M$2.3M+$51.8K2026-10-07
Tranquility Partners, LLC
DECREASED9,87010,187-317-3%$2.3M$2.3M-$59.9K2026-10-20
International Assets Investment Management, LLC
INCREASED9,8339,466+367+4%$2.2M$2.2M+$91.8K2026-11-02
Beacon Advisors Holdings, LLC
DECREASED9,6639,715-52-1%$2.2M$2.2M-$182026-10-27
Unify Financial Advisors
INCREASED9,6499,012+637+7%$2.0M$2.2M+$156.3K2026-11-03
Omni 360 Wealth, Inc.
DECREASED9,6279,716-89-1%$2.2M$2.2M-$8.5K2026-10-13
Beacon Financial Advisory LLC
INCREASED9,5739,173+400+4%$2.1M$2.2M+$102.5K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED9,5675,038+4,529+90%$1.1M$2.2M+$1.0M2026-11-04
CRA Financial Services, LLC
INCREASED9,4698,930+539+6%$2.0M$2.2M+$134.0K2026-10-16
Raleigh Capital Management Inc.
INCREASED9,4429,216+226+2%$2.1M$2.2M+$62.8K2026-10-28
Signature Estate & Investment Advisors LLC
DECREASED9,3569,610-254-3%$2.2M$2.1M-$46.3K2026-10-13
Financial Solutions Advisory Group, Inc.
INCREASED9,3558,905+450+5%$2.0M$2.2M+$155.4K2026-10-28
StoneX Group Inc.
INCREASED9,2628,771+491+6%$2.0M$2.1M+$130.3K2026-11-03
Patriot Investment Management Group, Inc.
UNCHANGED9,2379,23700%$2.1M$2.1M+$11.3K2026-10-15
Kohmann Bosshard Financial Services, LLC
UNCHANGED9,1999,19900%$2.1M$2.1M+$11.2K2026-11-04
Davenport & Co LLC
INCREASED9,1768,612+564+7%$2.0M$2.1M+$139.3K2026-10-14
Neumann Capital Management, LLC
INCREASED9,1649,009+155+2%$2.0M$2.1M+$46.4K2026-10-15
Mission Wealth Management, LP
DECREASED9,14113,824-4,683-34%$3.1M$2.1M-$1.1M2026-10-15
Signal Advisors Wealth, LLC
DECREASED9,0029,385-383-4%$2.1M$2.1M-$76.0K2026-10-13
Crusonia Wealth Advisors LLC
DECREASED8,9009,621-721-7%$2.2M$2.0M-$153.0K2026-10-26
Tsfg, LLC
DECREASED8,88910,074-1,185-12%$2.3M$2.0K-$2.3M2026-10-23
Orgel Wealth Management, LLC
INCREASED8,8608,443+417+5%$1.9M$2.0M+$105.5K2026-10-14
Northland Securities, Inc.
INCREASED8,8338,736+97+1%$2.0M$2.0M+$32.9K2026-11-02
Koshinski Asset Management, Inc.
INCREASED8,7618,759+2+0%$2.0M$2.0M+$11.0K2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED8,7217,609+1,112+15%$1.7M$2.0M+$275.5K2026-10-13
Lloyd Advisory Services, Llc.
INCREASED8,7166,370+2,346+37%$1.4M$2.0M+$543.1K2026-11-02
Joel Isaacson & Co., LLC
INCREASED8,7168,162+554+7%$1.9M$2.0M+$136.3K2026-11-05
Simon Quick Advisors, LLC
INCREASED8,7148,606+108+1%$2.0M$2.0M+$35.1K2026-10-26
Avantax Planning Partners, Inc.
DECREASED8,6108,654-44-1%$2.0M$2.0M+$5292026-11-03
Perennial Advisors, LLC
UNCHANGED8,4738,47300%$1.9M$1.9M+$10.3K2026-10-13
Wedbush Securities Inc
INCREASED8,4466,776+1,670+25%$1.5M$1.9K-$1.5M2026-10-22
Nottingham Advisors, Inc.
DECREASED8,4119,484-1,073-11%$2.2M$1.9M-$226.3K2026-10-29
Wespac Advisors, LLC
INCREASED8,3845,507+2,877+52%$1.3M$1.9M+$663.5K2026-10-26
Creative Financial Designs Inc
DECREASED8,3639,818-1,455-15%$2.2M$1.9M-$320.2K2026-11-04
Turtle Creek Wealth Advisors, LLC
INCREASED8,1517,973+178+2%$1.8M$1.9M+$50.4K2026-10-15
Tctc Holdings, LLC
INCREASED8,1507,886+264+3%$1.8M$1.9M+$69.9K2026-11-02
Discipline Wealth Solutions, LLC
DECREASED8,1468,202-56-1%$1.9M$1.9M-$2.6K2026-10-14
Infinity Wealth Counsel, LLC
UNCHANGED8,1098,10900%$1.8M$1.9M+$9.9K2026-10-15
Pinnacle Associates LTD
INCREASED8,1017,738+363+5%$1.8M$1.8M+$92.2K2026-10-20
WBH Advisory Inc
DECREASED8,0988,855-757-9%$2.0M$1.8M-$162.0K2026-11-05
Finley Financial, LLC
DECREASED8,0908,635-545-6%$2.0M$1.8M-$111.2K2026-10-28
Woodward Financial Advisors, Inc.
UNCHANGED8,0728,07200%$1.8M$1.8M+$9.8K2026-10-19
Hopwood Financial Services, Inc.
UNCHANGED8,0638,06300%$1.8M$1.8M+$9.8K2026-10-29
Braeburn Wealth Management LLC
DECREASED7,9568,177-221-3%$1.9M$1.8M-$40.7K2026-10-15
Trilogy Capital Inc.
DECREASED7,8117,990-179-2%$1.8M$1.8M-$31.1K2026-10-20
Farmers & Merchants Trust Co of Long Beach
UNCHANGED7,7927,79200%$1.8M$1.8M+$9.5K2026-10-22
Mullaney, Keating & Wright, Inc.
DECREASED7,7288,132-404-5%$1.8M$1.8M-$82.4K2026-10-19
Private Trust Co NA
INCREASED7,7106,446+1,264+20%$1.5M$1.8M+$296.4K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED7,7087,703+5+0%$1.7M$1.8M+$10.6K2026-11-05
Arwa LLC
DECREASED7,65820,303-12,645-62%$4.7M$1.8M-$2.9M2026-10-21
HUB Investment Partners, LLC
INCREASED7,5907,419+171+2%$1.7M$1.7M+$48.2K2026-11-03
AWM Capital, LLC
INCREASED7,5137,497+16+0%$1.7M$1.7M+$12.9K2026-10-16
Forum Financial Management, LP
DECREASED7,4797,686-207-3%$1.7M$1.7M-$37.9K2026-10-16
Taylor Financial Group, Inc.
INCREASED7,4757,284+191+3%$1.7M$1.7M+$52.5K2026-11-02
BIP Wealth, LLC
INCREASED7,4147,238+176+2%$1.6M$1.7M+$48.9K2026-10-22
Avantra Family Wealth, Inc.
DECREASED7,3957,555-160-2%$1.7M$1.7M-$27.3K2026-10-20
Whitcomb & Hess, Inc.
INCREASED7,3817,188+193+3%$1.6M$1.7M+$53.0K2026-10-07
Greenwood Gearhart LLC
DECREASED7,3667,436-70-1%$1.7M$1.7M-$6.9K2026-11-02
Klaas Financial Asset Advisors, LLC
DECREASED7,3437,446-103-1%$1.7M$1.7M-$14.4K2026-10-19
Salem Investment Counselors Inc
DECREASED7,3007,309-90%$1.7M$1.7M+$6.9K2026-10-13
ASL Financial, LLC
INCREASED7,2764,586+2,690+59%$1.0M$1.7M+$619.7K2026-10-15
Professional Financial Advisors, LLC
DECREASED7,2677,592-325-4%$1.7M$1.7M-$64.8K2026-10-13
AdvisorNet Financial, Inc
DECREASED7,1967,356-160-2%$1.7M$1.7M+$14.1K2026-10-15
Bailard, Inc.
DECREASED7,1787,439-261-4%$1.7M$1.6M-$50.5K2026-10-13
Glenview Trust Co
DECREASED7,1777,570-393-5%$1.7M$1.6M-$80.5K2026-10-28
Private Wealth Management Group, LLC
UNCHANGED7,1647,16400%$1.6M$1.6M+$8.7K2026-10-19
Diversified Portfolios, Inc.
DECREASED7,1497,275-126-2%$1.7M$1.6M-$19.9K2026-11-04
Allstreet Capital Advisors LLC
UNCHANGED7,1027,10200%$1.6M$1.6M+$8.7K2026-11-04
Burkett Financial Services, LLC
DECREASED7,0947,544-450-6%$1.7M$1.6M-$93.5K2026-10-01
Semus Wealth Partners LLC
INCREASED7,0406,425+615+10%$1.5M$1.6M+$148.2K2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
NEW6,970—+6,970——$1.6M—2026-10-29
TrinityBridge Ltd
UNCHANGED6,9586,95800%$1.6M$1.6K-$1.6M2026-10-30
Fiduciary Alliance LLC
INCREASED6,9566,944+12+0%$1.6M$1.6M+$11.2K2026-10-13
Catalyst Private Wealth, LLC
UNCHANGED6,9416,94100%$1.6M$1.6M+$8.5K2026-10-13
Apex Wealth Management, LLC
INCREASED6,9166,902+14+0%$1.6M$1.6M+$11.7K2026-10-20
First Horizon Corp
INCREASED6,9145,907+1,007+17%$1.3M$1.6M+$237.1K2026-10-26
MJT & Associates Financial Advisory Group, Inc.
DECREASED6,8616,931-70-1%$1.6M$1.6M-$7.5K2026-10-07
Moisand Fitzgerald Tamayo, LLC
DECREASED6,8036,916-113-2%$1.6M$1.6M-$17.4K2026-10-15
LifeSteps Financial, Inc.
INCREASED6,7971,516+5,281+348%$344.2K$1.6M+$1.2M2026-10-15
Trust Co of Toledo NA
DECREASED6,6636,826-163-2%$1.5M$1.5M-$28.9K2026-10-16
Integrated Wealth Management
DECREASED6,6396,809-170-2%$1.5M$1.5M-$30.6K2026-10-19
Mattern Wealth Management LLC
DECREASED6,6306,650-200%$1.5M$1.5M+$3.5K2026-11-04
Latitude Advisors, LLC
INCREASED6,5406,432+108+2%$1.5M$1.5M+$32.5K2026-10-27
Cahaba Wealth Management, Inc.
DECREASED6,5366,641-105-2%$1.5M$1.5M-$15.9K2026-10-26
Legacy Advisors, LLC
UNCHANGED6,4826,48200%$1.5M$1.5M+$7.9K2026-10-19
Asempa Wealth Advisors
DECREASED6,4546,742-288-4%$1.5M$1.5M-$55.5K2026-10-07
Corundum Group, Inc.
INCREASED6,4305,790+640+11%$1.3M$1.5M+$153.2K2026-10-28
Fonville Wealth Management LLC
DECREASED6,4156,600-185-3%$1.5M$1.5M-$34.2K2026-10-28
Eagle Bay Advisors LLC
INCREASED6,4063,545+2,861+81%$804.9K$1.5M+$657.4K2026-10-16
Hutchens & Kramer Investment Management Group, LLC
DECREASED6,3797,160-781-11%$1.6M$1.5M-$169.6K2026-10-16
Gilliland Jeter Wealth Management LLC
DECREASED6,3676,660-293-4%$1.5M$1.5M-$58.8K2026-10-28
Wedmont Private Capital
INCREASED6,3595,352+1,007+19%$1.2M$1.5M+$242.9K2026-10-09
Parkway Wealth Management Group, LLC
INCREASED6,3074,455+1,852+42%$1.0M$1.4M+$428.2K2026-10-20
LTG Capital LLC
DECREASED6,2726,284-120%$1.4M$1.4M+$4.9K2026-11-04
Mason & Associates, LLC
DECREASED6,2466,404-158-2%$1.5M$1.4M-$28.3K2026-10-26
LexAurum Advisors, LLC
INCREASED6,2136,204+9+0%$1.4M$1.4M+$9.7K2026-10-19
Laurel Wealth Advisors LLC
DECREASED6,1426,162-200%$1.4M$1.4M+$2.9K2026-10-27
Signature Equity Partners, LLC
INCREASED6,1101,119+4,991+446%$254.2K$1.4M+$1.1M2026-10-29
Barnes Dennig Private Wealth Management LLC
DECREASED6,0996,126-270%$1.4M$1.4M+$1.4K2026-10-30
Key Capital Management, Inc
INCREASED6,0934,629+1,464+32%$1.1M$1.4M+$339.8K2026-11-03
Aspire Private Capital, LLC
DECREASED6,0396,112-73-1%$1.4M$1.4M-$9.2K2026-11-05
Wealth Effects LLC
UNCHANGED6,0146,01400%$1.4M$1.4M+$7.3K2026-10-23
RF&L Wealth Management, LLC
NEW6,000—+6,000——$1.4M—2026-10-20
TrueWealth Advisors, LLC
INCREASED5,9985,943+55+1%$1.3M$1.4M+$19.7K2026-10-09
Montecito Bank & Trust
UNCHANGED5,9745,97400%$1.4M$1.4M+$7.3K2026-10-01
Cadinha & Co LLC
DECREASED5,8905,935-45-1%$1.3M$1.3M-$3.0K2026-10-22
Crescent Grove Advisors, LLC
DECREASED5,8496,140-291-5%$1.4M$1.3M-$58.9K2026-10-21
Lee Financial Co
DECREASED5,7575,839-82-1%$1.3M$1.3M-$11.6K2026-10-16
Hilltop National Bank
DECREASED5,7355,740-50%$1.3M$1.3M+$5.9K2026-10-14
MN Wealth Advisors, LLC
INCREASED5,7055,608+97+2%$1.3M$1.3M+$28.8K2026-10-23
Sendero Wealth Management, LLC
INCREASED5,6945,692+2+0%$1.3M$1.3M+$7.5K2026-10-14
IPG Investment Advisors LLC
DECREASED5,6925,896-204-3%$1.3M$1.3M-$39.4K2026-10-30
Midland Wealth Advisors, LLC
DECREASED5,6085,792-184-3%$1.3M$1.3M-$34.9K2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED5,5815,58100%$1.3M$1.3M+$6.8K2026-11-02
Venture Visionary Partners LLC
DECREASED5,5505,679-129-2%$1.3M$1.3M-$22.5K2026-10-07
Idaho Trust Co
DECREASED5,5255,914-389-7%$1.3M$1.3M-$81.6K2026-11-04
Breachway Investments LLC
DECREASED5,4235,591-168-3%$1.3M$1.2M-$31.5K2026-10-19
Conning Inc.
UNCHANGED5,3905,39000%$1.2M$1.2M+$6.6K2026-10-27
Fairscale Capital, LLC
INCREASED5,3875,386+1+0%$1.2M$1.3M+$67.4K2026-11-04
Strategic Family Wealth Counselors, L.L.C.
DECREASED5,3535,439-86-2%$1.2M$1.2M-$13.0K2026-10-29
Canopy Partners, LLC
UNCHANGED5,2965,29600%$1.2M$1.2M+$6.5K2026-10-28
Beacon Financial Group
INCREASED5,2955,199+96+2%$1.2M$1.2M+$28.2K2026-10-19
Quadrant Capital Group LLC
UNCHANGED5,2555,25500%$1.2M$1.2M+$36.8K2026-10-20
Chapin Davis, Inc.
DECREASED5,2395,321-82-2%$1.2M$1.2M-$12.2K2026-10-09
AMG National Trust Bank
UNCHANGED5,2385,23800%$1.2M$1.2M+$6.4K2026-11-05
MidAtlantic Capital Management, Inc.
UNCHANGED5,2315,23100%$1.2M$1.2M+$6.4K2026-11-05
One Advisory Partners, LLC
DECREASED5,22776,462-71,235-93%$17.4M$1.2M-$16.2M2026-10-22
Michels Family Financial, LLC
DECREASED5,2055,242-37-1%$1.2M$1.2M-$2.0K2026-11-02
New England Private Wealth Advisors LLC
INCREASED5,2045,195+9+0%$1.2M$1.2M-$13.9K2026-10-19
Lodestar Private Asset Management LLC
DECREASED5,2025,349-147-3%$1.2M$1.2M-$27.1K2026-10-26
Net Worth Advisory Group
INCREASED5,1684,997+171+3%$1.1M$1.2M+$46.7K2026-10-20
Decker Wealth Management LLC
UNCHANGED5,1685,16800%$1.2M$1.2M+$6.3K2026-10-09
Milestone Asset Management Group, LLC
INCREASED5,1545,101+53+1%$1.2M$1.2M+$18.2K2026-10-20
Towerpoint Wealth, LLC
DECREASED5,1385,317-179-3%$1.2M$1.2M-$34.3K2026-10-13
Cooper Financial Group
DECREASED5,0755,175-100-2%$1.2M$1.2M-$16.6K2026-10-07
Cape Investment Advisory, Inc.
INCREASED5,0463,884+1,162+30%$882.0K$1.2M+$270.0K2026-10-13
Marino, Stram & Associates LLC
INCREASED5,0405,021+19+0%$1.1M$1.2M+$10.4K2026-10-22
Pennsylvania Capital Management Inc
UNCHANGED5,0345,03400%$1.1M$1.1M+$6.1K2026-11-05
Waldron Private Wealth LLC
DECREASED5,0025,244-242-5%$1.2M$1.1M-$48.8K2026-11-02
Noble Family Wealth, LLC
UNCHANGED5,0005,00000%$1.1M$1.1M+$6.1K2026-10-26
Turn8 Private Wealth Inc.
UNCHANGED5,0005,00000%$1.2M$1.1M-$17.2K2026-11-05
Farmers & Merchants Investments Inc
INCREASED4,9064,779+127+3%$1.1M$1.1M+$34.8K2026-10-22
Legacy Wealth Partners, LLC
DECREASED4,8844,912-28-1%$1.1M$1.1M-$3992026-10-15
Castleview Partners, LLC
INCREASED4,8773,630+1,247+34%$824.2K$1.1M+$289.1K2026-10-09
Evensky & Katz LLC
INCREASED4,8314,816+15+0%$1.1M$1.1K-$1.1M2026-10-27
Gallagher Capital Advisors, LLC
INCREASED4,8294,810+19+0%$1.1M$1.1M+$10.3K2026-10-09
Tarbox Family Office, Inc.
UNCHANGED4,7884,78800%$1.1M$1.1M+$5.8K2026-10-23
Tactive Advisors, LLC
INCREASED4,7634,602+161+4%$1.0M$1.1M+$42.3K2026-10-08
J. Safra Sarasin Holding AG
UNCHANGED4,7534,75300%$1.1M$1.1M+$9.5K2026-10-26
Provenance Wealth Advisors, LLC
INCREASED4,7324,727+5+0%$1.1M$1.1M+$6.9K2026-10-30
Evanson Financial, LLC
DECREASED4,7294,806-77-2%$1.1M$1.1M-$11.8K2026-10-23
Guardian Financial Partners, LLC
INCREASED4,6944,678+16+0%$1.1M$1.1M+$9.4K2026-11-04
Cornell Pochily Investment Advisors, Inc.
UNCHANGED4,6124,61200%$1.0M$1.1M+$5.7K2026-10-19
Iams Wealth Management, LLC
DECREASED4,6064,718-112-2%$1.1M$1.1M-$19.8K2026-10-15
FSM Wealth Advisors, LLC
INCREASED4,5994,594+5+0%$1.0M$1.1M+$24.8K2026-10-27
Apollon Financial, LLC
INCREASED4,5894,587+2+0%$1.0M$1.0M+$6.0K2026-10-23
Berman McAleer LLC
UNCHANGED4,5824,58200%$1.0M$1.0M+$5.6K2026-10-16
MacKenzie Financial Corp
INCREASED4,5603,858+702+18%$876.0K$1.0M+$165.0K2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED4,5384,53800%$1.0M$1.0M+$5.5K2026-10-20
Integras Partners LLC
INCREASED4,5354,275+260+6%$970.7K$1.0M+$64.6K2026-10-30
Central Trust Co
INCREASED4,5074,371+136+3%$992.5K$1.0M+$36.4K2026-11-05
Americana Partners, LLC
INCREASED4,4984,492+6+0%$1.0M$1.0M+$6.8K2026-10-28
Eagle Strategies LLC
DECREASED4,4924,752-260-5%$1.1M$1.0M-$53.6K2026-10-16
Aspiriant, LLC
INCREASED4,4894,430+59+1%$1.0M$1.0M+$18.4K2026-10-16
Mainstream Capital Management LLC
INCREASED4,4831,149+3,334+290%$260.9K$1.0M+$762.5K2026-10-23
Versant Capital Management, Inc
UNCHANGED4,4774,47700%$1.0M$1.0M+$5.5K2026-10-02
McGlone Suttner Wealth Management, Inc.
UNCHANGED4,4724,47200%$1.0M$1.0M+$5.5K2026-10-13
JSF Financial, LLC
DECREASED4,4624,895-433-9%$1.1M$1.0M-$92.7K2026-10-22
MKT Advisors LLC
UNCHANGED4,4504,45000%$1.0M$1.0M+$6.2K2026-10-20
Sound Income Strategies, LLC
DECREASED4,4148,579-4,165-49%$1.9M$1.0M-$923.0K2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED4,3263,304+1,022+31%$750.2K$987.5K+$237.3K2026-11-04
MBA Advisors LLC
INCREASED4,3234,206+117+3%$955.0K$986.9K+$31.8K2026-10-29
Eastern Bank
INCREASED4,3173,634+683+19%$825.1K$985.5K+$160.3K2026-10-05
Flagship Private Wealth, LLC
DECREASED4,3164,386-70-2%$995.8K$985.2K-$10.7K2026-11-05
Founders Financial Securities LLC
INCREASED4,2854,030+255+6%$914.9K$978.1K+$63.2K2026-10-28
Connecticut Wealth Management, LLC
UNCHANGED4,2844,28400%$972.7K$978.0K+$5.2K2026-10-13
Spectrum Planning & Advisory Services Inc.
DECREASED4,2364,254-180%$965.9K$967.1K+$1.1K2026-11-05
First Command Advisory Services, Inc.
INCREASED4,209629+3,580+569%$142.8K$960.8K+$818.0K2026-11-05
Kennedy Investment Group, Inc.
DECREASED4,2034,277-74-2%$971.2K$959.3K-$11.8K2026-10-21
Summit Asset Management, LLC
DECREASED4,1584,197-39-1%$953.0K$949.2K-$3.8K2026-11-05
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED4,1184,11800%$935.0K$940.1K+$5.1K2026-10-15
Central Pacific Bank - Trust Division
UNCHANGED4,1144,11400%$934.1K$939.1K+$5.0K2026-10-06
One Way Holdings LLC
INCREASED4,1093,113+996+32%$706.8K$938.0K+$231.2K2026-10-29
Oregon Pacific Wealth Management, LLC
DECREASED4,1024,117-150%$934.8K$936.4K+$1.6K2026-10-20
Clientfirst Wealth Management, LLC
UNCHANGED4,0664,06600%$923.2K$928.2K+$5.0K2026-11-04
Bison Wealth, LLC
DECREASED4,0394,309-270-6%$995.0K$944.7K-$50.3K2026-10-13
Aegis Wealth Management, Inc.
INCREASED4,0373,550+487+14%$806.1K$921.6K+$115.5K2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED4,0284,02800%$914.6K$919.5K+$4.9K2026-10-16
Blue Capital, Inc.
DECREASED3,9944,044-50-1%$918.2K$911.9K-$6.4K2026-10-13
Angeles Wealth Management, LLC
INCREASED3,9913,691+300+8%$838.1K$911.1K+$73.0K2026-10-26
Inspirion Wealth Advisors, LLC
UNCHANGED3,9693,96900%$904.1K$906.0K+$2.0K2026-10-09
Lockerman Financial Group, Inc.
INCREASED3,9463,560+386+11%$808.4K$900.8K+$92.5K2026-10-19
RCS Financial Planning, LLC
DECREASED3,9224,344-422-10%$986.3K$895.3K-$91.0K2026-10-14
SBK Financial, Inc.
UNCHANGED3,9143,91400%$888.7K$893.5K+$4.8K2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED3,9083,982-74-2%$904.1K$892.0K-$12.1K2026-10-23
Fulcrum Equity Management
INCREASED3,8673,415+452+13%$775.4K$882.7K+$107.2K2026-10-21
Aprio Wealth Management, LLC
INCREASED3,8633,771+92+2%$856.2K$881.9K+$25.8K2026-10-28
Fairvoy Private Wealth, LLC
DECREASED3,7896,002-2,213-37%$1.4M$864.9K-$497.9K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED3,7663,76600%$855.1K$859.7K+$4.6K2026-10-27
Indivisible Partners
INCREASED3,7633,672+91+2%$833.8K$858.9K+$25.2K2026-10-26
Lee, Kelleher & Klein Wealth Management
UNCHANGED3,7543,75400%$852.4K$857.0K+$4.6K2026-10-08
Elevated Capital Advisors, LLC
INCREASED3,7523,116+636+20%$707.6K$856.5K+$148.9K2026-11-04
Certified Advisory Corp
DECREASED3,7314,219-488-12%$958.1K$851.8K-$106.3K2026-10-29
Milestones Private Investment Advisors LLC
DECREASED3,7303,875-145-4%$879.9K$851.5K-$28.4K2026-10-19
Facet Wealth, Inc.
DECREASED3,7043,995-291-7%$907.0K$845.5K-$61.6K2026-11-04
Signaturefd, LLC
UNCHANGED3,6873,68700%$837.2K$841.7K+$4.5K2026-10-23
NBT Bank, N.A.
DECREASED3,6573,663-60%$831.7K$834.8K+$3.1K2026-10-21
Atlatl Advisers LLC
DECREASED3,6523,705-53-1%$841.3K$833.7K-$7.6K2026-10-22
Arsenal Capital Advisors LLC
UNCHANGED3,6463,64600%$827.9K$832.3K+$4.4K2026-11-02
Fortress Financial Group, LLC
UNCHANGED3,6463,64600%$827.9K$832.3K+$4.4K2026-10-21
Clarity Capital Advisors, LLC
UNCHANGED3,6393,63900%$826.3K$830.7K+$4.4K2026-10-27
Christensen, King & Associates Investment Services, Inc.
NEW3,622—+3,622——$826.8K—2026-10-22
LongView Wealth Management
DECREASED3,6223,711-89-2%$842.7K$826.9K-$15.8K2026-10-19
Carnegie Investment Counsel
INCREASED3,5931,608+1,985+123%$365.1K$820.2K+$455.1K2026-10-20
Anderson Hoagland & Co
UNCHANGED3,5653,56500%$809.5K$853.7K+$44.2K2026-10-23
Capital Squared Financial LLC
INCREASED3,5623,198+364+11%$726.1K$813.1K+$86.9K2026-10-30
DBK Financial Counsel, LLC
UNCHANGED3,5503,55000%$806.1K$810.4K+$4.3K2026-10-13
Owl Creek Wealth Partners LLC
DECREASED3,5393,544-50%$804.8K$808.0K+$3.2K2026-10-20
Middleton & Co Inc
DECREASED3,5153,705-190-5%$841.3K$802.4K-$38.9K2026-10-23
KRM Wealth Management L.L.C.
INCREASED3,4703,462+8+0%$786.0K$792.1K+$6.0K2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED3,4663,467-10%$787.2K$791.2K+$4.0K2026-10-22
Schear Investment Advisers, LLC
NEW3,440—+3,440——$785.2K—2026-10-14
Tempo Wealth, LLC
DECREASED3,4403,753-313-8%$852.1K$785.2K-$66.9K2026-10-14
KFA Private Wealth Group, LLC
DECREASED3,4393,584-145-4%$813.9K$785.3K-$28.6K2026-10-07
Norden Group LLC
UNCHANGED3,4353,43500%$780.0K$784.1K+$4.2K2026-10-20
Embree Financial Group
INCREASED3,4193,412+7+0%$774.6K$780.4K+$5.8K2026-10-22
Helium Advisors LLC
INCREASED3,4163,410+6+0%$774.3K$779.8K+$5.5K2026-10-23
Client 1ST Advisory Group, LLC
INCREASED3,4073,357+50+1%$762.2K$777.8K+$15.5K2026-10-19
EPG Wealth Management LLC
INCREASED3,4023,366+36+1%$764.3K$776.6K+$12.3K2026-11-03
XML Financial, LLC
NEW3,398—+3,398——$775.9K—2026-10-29
CGN Advisors LLC
INCREASED3,3912,633+758+29%$597.9K$774.2K+$176.2K2026-10-21
Ballast Rock Private Wealth LLC
INCREASED3,3893,385+4+0%$768.5K$773.6K+$5.2K2026-10-26
Riverbend Wealth Management, LLC
DECREASED3,3553,360-50%$762.9K$765.8K+$2.8K2026-10-15
Evergreen Private Wealth LLC
INCREASED3,3313,070+261+9%$697.1K$760.4K+$63.3K2026-10-30
C2c Wealth Management, LLC
UNCHANGED3,3023,30200%$749.8K$753.8K+$4.0K2026-10-20
Key FInancial Inc
UNCHANGED3,3003,30000%$749.3K$753.3K+$4.0K2026-11-02
Capstone Wealth Management Group, LLC
DECREASED3,29026,449-23,159-88%$6.0M$679.4K-$5.3M2026-11-05
Midwest Financial Network, LLC
INCREASED3,2822,854+428+15%$648.1K$749.2K+$101.2K2026-10-13
Fiscal Wisdom Wealth Management, LLC
INCREASED3,2763,149+127+4%$715.0K$747.8K+$32.8K2026-10-16
Hohimer Wealth Management, LLC
DECREASED3,2663,606-340-9%$818.8K$745.6K-$73.2K2026-11-04
Financial Partners Group, Inc
INCREASED3,2653,197+68+2%$725.9K$745.3K+$19.4K2026-10-19
Pinnacle Financial Group, LLC / IL
UNCHANGED3,2623,26200%$740.7K$744.7K+$4.0K2026-10-29
Shulman DeMeo Asset Management LLC
INCREASED3,2593,255+4+0%$739.1K$751.1K+$12.0K2026-10-09
Opal Wealth Advisors, LLC
INCREASED3,2513,070+181+6%$697.1K$742.1K+$45.1K2026-10-16
Quartz Partners, LLC
DECREASED3,2153,239-24-1%$735.4K$733.9K-$1.6K2026-11-03
Magnolia Capital Management LTD
UNCHANGED3,2153,21500%$730$734+$42026-10-09
Patton Albertson Miller Group, LLC
UNCHANGED3,1623,16200%$718.0K$721.8K+$3.9K2026-10-26
Blankinship & Foster, LLC
DECREASED3,1543,219-65-2%$730.9K$720.0K-$10.9K2026-10-19
BAM Wealth Management, LLC
INCREASED3,1293,101+28+1%$704.1K$714.3K+$10.2K2026-10-15
Foundation Wealth Management, Llc\pa
UNCHANGED3,1143,11400%$707.1K$710.9K+$3.8K2026-10-14
Atlas Brown,Inc.
INCREASED3,1062,925+181+6%$664.1K$709.0K+$44.9K2026-10-09
Camelot Technology Advisors, Inc.
INCREASED3,1013,090+11+0%$701.7K$708.0K+$6.2K2026-10-09
Camden National Bank
DECREASED3,0893,351-262-8%$760.9K$705.2K-$55.7K2026-11-02
Guardian Asset Advisors, LLC
DECREASED3,0843,088-40%$701.2K$704.0K+$2.8K2026-10-16
Journey Advisory Group, LLC
INCREASED3,0832,326+757+33%$528.1K$703.7K+$175.6K2026-11-04
Veracity Capital LLC
DECREASED3,0673,108-41-1%$705.8K$700.2K-$5.6K2026-10-08
Royal Fund Management, LLC
DECREASED3,0273,059-32-1%$694.7K$691.1K-$3.7K2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED3,0122,998+14+0%$680.7K$687.6K+$6.9K2026-10-26
Essex Bank
UNCHANGED3,0073,00700%$682.8K$686.4K+$3.7K2026-10-16
Members Wealth LLC
INCREASED3,0063,004+2+0%$682.2K$693.7K+$11.6K2026-10-20
Valpey Financial Services, LLC
INCREASED2,9922,989+3+0%$678.6K$683.1K+$4.5K2026-10-30
Oxler Private Wealth LLC
INCREASED2,9742,965+9+0%$673.3K$679.0K+$5.7K2026-10-21
Durante & Waters, LLC
DECREASED2,9693,869-900-23%$878.5K$677.8K-$200.7K2026-10-28
Syntegra Private Wealth Group, LLC
INCREASED2,9512,916+35+1%$662.1K$673.7K+$11.6K2026-10-13
Spinnaker Investment Group, LLC
INCREASED2,9442,863+81+3%$650.1K$671.8K+$21.8K2026-10-13
71 West Capital Partners
INCREASED2,9102,660+250+9%$604.0K$664.3K+$60.3K2026-11-04
Fulton Breakefield Broenniman LLC
UNCHANGED2,8862,88600%$655.4K$658.9K+$3.5K2026-11-03
Integrated Capital Management, LLC
INCREASED2,8772,870+7+0%$651.8K$656.9K+$5.1K2026-10-23
MCF Advisors LLC
INCREASED2,8722,836+36+1%$643.9K$655.6K+$11.7K2026-10-28
Postrock Partners LLC
UNCHANGED2,7652,76500%$627.8K$631.2K+$3.4K2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED2,7602,763-30%$627.4K$630.1K+$2.7K2026-10-27
First Affirmative Financial Network
NEW2,759—+2,759——$629.8K—2026-10-21
Edgemoor Investment Advisors, Inc.
UNCHANGED2,7542,75400%$625.3K$628.7K+$3.4K2026-11-03
Lynch & Associates
UNCHANGED2,7252,72500%$618.7K$622.1K+$3.3K2026-10-13
Independent Wealth Network Inc.
DECREASED2,7012,779-78-3%$630.9K$616.5K-$14.4K2026-10-19
Quadcap Wealth Management, LLC
DECREASED2,6992,759-60-2%$626.5K$616.1K-$10.3K2026-11-02
Robinson Smith Wealth Advisors LLC
UNCHANGED2,6892,68900%$610.6K$613.8K+$3.3K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED2,6862,797-111-4%$635.1K$613.2K-$21.9K2026-10-13
Claro Advisors Inc.
INCREASED2,6782,677+1+0%$607.8K$611.3K+$3.4K2026-11-02
CWS Financial Advisors, LLC
INCREASED2,6532,651+2+0%$601.9K$605.6K+$3.7K2026-10-16
Morton Capital Management LLC
DECREASED2,6492,759-110-4%$626.5K$604.7K-$21.7K2026-10-23
TCV Trust & Wealth Management, Inc.
UNCHANGED2,6382,63800%$599.0K$602.2K+$3.2K2026-10-16
Renasant Bank
DECREASED2,6123,134-522-17%$711.6K$596.3K-$115.3K2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED2,6092,599+10+0%$590.0K$595.6K+$5.6K2026-10-19
Altfest L J & Co Inc
INCREASED2,6012,378+223+9%$540.0K$593.7K+$53.7K2026-10-27
Welch & Forbes LLC
UNCHANGED2,6002,60000%$590.4K$593.5K+$3.2K2026-11-04
Keystone Wealth Services, LLC
DECREASED2,5812,867-286-10%$651.1K$591.8K-$59.2K2026-11-03
HCR Wealth Advisors
DECREASED2,5802,745-165-6%$623.3K$589.0K-$34.3K2026-10-15
Security National Bank
INCREASED2,5772,297+280+12%$521.6K$588.3K+$66.7K2026-10-26
Confluence Wealth Services, Inc.
INCREASED2,5752,557+18+1%$580.5K$587.8K+$7.3K2026-11-05
Capital Investment Advisors, LLC
DECREASED2,5473,079-532-17%$699.1K$581.5K-$117.6K2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED2,5232,52300%$572.9K$576.0K+$3.1K2026-10-21
Macroview Investment Management LLC
INCREASED2,5092,367+142+6%$537.4K$572.8K+$35.3K2026-10-26
High Net Worth Advisory Group LLC
UNCHANGED2,5002,50000%$567.7K$570.7K+$3.1K2026-10-26
Ballentine Capital Advisors, Inc
DECREASED2,4862,493-70%$566.2K$567.6K+$1.4K2026-10-14
First National Trust Co
INCREASED2,4742,331+143+6%$529.3K$564.8K+$35.5K2026-10-28
Watershed Private Wealth LLC
DECREASED2,4642,826-362-13%$641.6K$562.4K-$79.2K2026-10-30
Aureum Wealth Management, LLC
UNCHANGED2,4552,45500%$557.4K$560.4K+$3.0K2026-10-15
Heritage Family Offices, LLP
DECREASED2,4292,473-44-2%$561.5K$554.4K-$7.0K2026-11-02
SkyOak Wealth, LLC
DECREASED2,4192,450-31-1%$556.3K$552.2K-$4.1K2026-10-28
Verdence Capital Advisors LLC
DECREASED2,4162,418-20%$549.1K$551.4K+$2.3K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED2,3772,333+44+2%$529.8K$542.7K+$13.0K2026-10-29
Curbstone Financial Management Corp
UNCHANGED2,3742,37400%$539.0K$541.9K+$2.9K2026-10-21
Flagship Harbor Advisors, LLC
DECREASED2,3662,395-29-1%$543.8K$540.2K-$3.7K2026-10-26
Klingman & Associates, LLC
UNCHANGED2,3632,36300%$536.5K$539.4K+$2.9K2026-10-20
Sage Mountain Advisors LLC
UNCHANGED2,3622,36200%$536.3K$539.2K+$2.9K2026-11-02
Prairie Advisory, LLC
INCREASED2,3541,177+1,177+100%$267.3K$537.4K+$270.1K2026-10-19
Washington Trust Bank
UNCHANGED2,3522,35200%$534.0K$536.9K+$2.9K2026-11-03
Realta Investment Advisors
INCREASED2,3481,091+1,257+115%$247.8K$536.1K+$288.3K2026-10-14
4J Wealth Management LLC
DECREASED2,3392,344-50%$532.2K$533.9K+$1.7K2026-11-02
Rainey & Randall Wealth Advisors Inc.
INCREASED2,3372,329+8+0%$528.7K$533.6K+$4.8K2026-10-26
Goelzer Investment Management, Inc.
DECREASED2,3353,454-1,119-32%$784.3K$533.0K-$251.2K2026-10-16
SeaCrest Wealth Management, LLC
DECREASED2,3262,470-144-6%$560.8K$531.0K-$29.9K2026-10-21
Visionary Wealth Advisors
INCREASED2,3132,144+169+8%$486.9K$527.9K+$41.1K2026-11-04
Almanack Investment Partners, Llc.
INCREASED2,3091,998+311+16%$453.7K$527.1K+$73.5K2026-11-03
AA Financial Advisors, LLC
INCREASED2,3001,892+408+22%$429.6K$524.9K+$95.3K2026-10-19
PUREfi Wealth, LLC
DECREASED2,2902,456-166-7%$557.7K$522.8K-$34.9K2026-10-19
Clayton Financial Group LLC
UNCHANGED2,2822,28200%$518.2K$521.0K+$2.8K2026-10-13
Stage Harbor Financial, LLC
UNCHANGED2,2762,27600%$516.8K$519.6K+$2.8K2026-11-03
Strategy Asset Managers LLC
DECREASED2,2692,469-200-8%$560.6K$518.0K-$42.6K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED2,2692,210+59+3%$501.8K$519.1K+$17.3K2026-10-30
Aurora Private Wealth, Inc.
INCREASED2,2602,257+3+0%$512.0K$516-$511.5K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED2,2602,26000%$513.2K$515.9K+$2.8K2026-10-23
Tennessee Valley Asset Management Partners
DECREASED2,2582,265-70%$514.3K$515.5K+$1.2K2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED2,2552,25500%$512.0K$514.8K+$2.8K2026-10-13
Traphagen Investment Advisors LLC
INCREASED2,2412,050+191+9%$465.6K$511.5K+$45.9K2026-10-14
Cabot Wealth Management Inc
DECREASED2,2332,292-59-3%$520.4K$509.7K-$10.7K2026-11-05
Stewardship Advisors, LLC
INCREASED2,2312,056+175+9%$466.8K$509.3K+$42.5K2026-10-20
Veery Capital, LLC
INCREASED2,2092,128+81+4%$483.2K$504.3K+$21.1K2026-10-07
GreatBanc Trust Co
UNCHANGED2,2002,20000%$499.5K$502.2K+$2.7K2026-11-04
MW Advisory, LLC
UNCHANGED2,2002,20000%$499.5K$502.2K+$2.7K2026-10-19
Winthrop Advisory Group LLC
DECREASED2,1932,563-370-14%$582.0K$500.6K-$81.5K2026-10-22
Insight Advisors, LLC/ PA
DECREASED2,1912,198-70%$499.0K$500.2K+$1.2K2026-10-22
Lanark Financial, Inc.
INCREASED2,1801,806+374+21%$410.1K$497.7K+$87.6K2026-10-26
Laurel OAK Wealth Management, LLC
DECREASED2,1802,238-58-3%$508.2K$497.7K-$10.5K2026-10-19
Busey Bank
UNCHANGED2,1792,17900%$494.8K$497.4K+$2.7K2026-10-26
GEN Financial Management, Inc.
DECREASED2,1562,294-138-6%$520.9K$492.2K-$28.7K2026-10-13
Linscomb Wealth, Inc.
UNCHANGED2,1542,15400%$489.0K$491.7K+$2.6K2026-11-05
Retirement Planning Group, LLC
UNCHANGED2,1352,13500%$484.8K$487.4K+$2.7K2026-10-19
Plan Group Financial, LLC
DECREASED2,1303,417-1,287-38%$775.9K$505.2K-$270.7K2026-10-22
Axxcess Wealth Management, LLC
INCREASED2,1171,024+1,093+107%$232.5K$483.3K+$250.8K2026-10-21
Salus Financial Advisors, LLC
UNCHANGED2,1152,11500%$480.2K$482.8K+$2.6K2026-10-20
Kathmere Capital Management, LLC
UNCHANGED2,1132,11300%$479.8K$482.4K+$2.6K2026-10-20
Guyasuta Investment Advisors Inc
UNCHANGED2,1122,11200%$479.6K$482.1K+$2.6K2026-10-15
Reynders McVeigh Capital Management, LLC
DECREASED2,1112,233-122-5%$507.0K$481.9K-$25.1K2026-10-30
IFG Advisors, LLC
DECREASED2,1112,126-15-1%$482.6K$481.9K-$7972026-10-15
Analyst IMS Investment Management Services Ltd.
UNCHANGED2,0912,09100%$475.0K$477.0K+$2.0K2026-11-05
Elevation Wealth Management LLC
DECREASED2,0892,244-155-7%$509.6K$477.0K-$32.6K2026-11-02
Samalin Investment Counsel, LLC
INCREASED2,0742,066+8+0%$469.1K$473.4K+$4.3K2026-10-23
Regatta Capital Group, LLC
INCREASED2,0722,017+55+3%$458.0K$473.0K+$15.0K2026-10-23
World Equity Group, Inc.
DECREASED2,0694,759-2,690-57%$1.1M$472.3K-$608.3K2026-10-14
Advisor OS, LLC
DECREASED2,0693,185-1,116-35%$723.1K$472.3K-$250.8K2026-11-03
Element Pointe Advisors, LLC
UNCHANGED2,0552,05500%$466.6K$469.1K+$2.5K2026-10-21
Stone Summit Wealth LLC
DECREASED2,0542,065-11-1%$468.9K$468.9K+$82026-10-14
Worth Financial Advisory Group, LLC
UNCHANGED2,0542,05400%$466.4K$468.9K+$2.5K2026-10-19
Armstrong, Fleming & Moore, Inc
UNCHANGED2,0482,04800%$465.0K$467.5K+$2.5K2026-10-28
Northwest Financial Advisors
DECREASED2,0182,138-120-6%$485.4K$460.7K-$24.7K2026-10-27
Mosley Wealth Management
DECREASED2,0052,191-186-8%$497.5K$472.6K-$24.9K2026-10-16
KCM Investment Advisors LLC
UNCHANGED2,0002,00000%$454.1K$456.6K+$2.4K2026-10-27
Fulton Bank, N.A.
INCREASED1,9951,868+127+7%$424.1K$455.4K+$31.3K2026-10-14
Canandaigua National Bank & Trust Co
DECREASED1,9702,142-172-8%$486.4K$449.7K-$36.7K2026-10-07
BLB&B Advisors, LLC
INCREASED1,9691,966+3+0%$446.4K$449.4K+$3.0K2026-10-27
Tenet Wealth Partners, LLC
UNCHANGED1,9661,96600%$456.9K$448.8K-$8.1K2026-10-19
Frontier Asset Management, LLC
INCREASED1,9651,959+6+0%$444.7K$448.6K+$3.9K2026-10-28
Aviso Wealth Management
INCREASED1,9651,964+1+0%$446.1K$448.5K+$2.4K2026-11-04
Curtis Advisory Group, LLC
UNCHANGED1,9641,96400%$445.9K$448.3K+$2.4K2026-10-28
Moneco Advisors, LLC
INCREASED1,9491,881+68+4%$427.2K$444.8K+$17.6K2026-11-05
Larson Financial Group LLC
INCREASED1,9451,891+54+3%$429.4K$444.1K+$14.7K2026-11-05
Foguth Wealth Management, Llc.
DECREASED1,9402,071-131-6%$475.8K$456.8K-$19.1K2026-10-19
TCP Asset Management, LLC
UNCHANGED1,9341,93400%$439.1K$444.1K+$5.0K2026-10-14
NTV Asset Management LLC
UNCHANGED1,9301,93000%$438.2K$440.6K+$2.4K2026-10-23
Affiance Financial, LLC
INCREASED1,9241,917+7+0%$435.3K$439.4K+$4.1K2026-10-15
Wingate Wealth Advisors, Inc.
NEW1,918—+1,918——$437.7K—2026-10-26
S&A Financial Services, Inc.
UNCHANGED1,9081,90800%$433.2K$435.5K+$2.3K2026-11-03
Level Wealth Management LLC
UNCHANGED1,8891,88900%$428.9K$431.2K+$2.3K2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED1,8841,667+217+13%$378.5K$430.1K+$51.6K2026-11-05
Trust Co of Vermont
UNCHANGED1,8601,86000%$422.3K$424.6K+$2.3K2026-10-21
LJI Wealth Management, LLC
DECREASED1,8592,413-554-23%$547.9K$424.4K-$123.5K2026-10-28
Weaver Consulting Group
UNCHANGED1,8551,85500%$421.2K$423.5K+$2.3K2026-10-07
Gamma Investing LLC
INCREASED1,8481,537+311+20%$349.0K$421.9K+$72.9K2026-10-08
Grandfield & Dodd, LLC
UNCHANGED1,8481,84800%$419.6K$421.9K+$2.3K2026-10-29
ShoreHaven Wealth Partners, LLC
UNCHANGED1,8451,84500%$419.0K$421.3K+$2.3K2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED1,8401,839+1+0%$417.6K$420.0K+$2.4K2026-10-16
Union Savings Bank
UNCHANGED1,8381,83800%$417.3K$419.6K+$2.2K2026-10-14
Chilton Capital Management LLC
NEW1,817—+1,817——$414.8K—2026-10-28
Annex Advisory Services, LLC
DECREASED1,8111,823-12-1%$413.9K$413.3K-$6472026-10-16
Moody Lynn Lieberson & Walker, LLC
UNCHANGED1,8101,81000%$411.0K$413.2K+$2.2K2026-10-14
Woodmont Investment Counsel LLC
UNCHANGED1,8061,80600%$410.1K$412.3K+$2.2K2026-10-29
TSG Advice Partners, LLC
NEW1,802—+1,802——$409.2K—2026-10-29
FSA Wealth Partners, Inc.
INCREASED1,7841,646+138+8%$373.7K$407.3K+$33.5K2026-10-26
Enzi Wealth
UNCHANGED1,7671,76700%$406.3K$413.6K+$7.3K2026-10-14
Wagner Wealth Management, Corp
INCREASED1,7531,747+6+0%$396.7K$400.2K+$3.5K2026-10-20
Brown Wealth Management, LLC
UNCHANGED1,7531,75300%$398.0K$400.2K+$2.1K2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,7471,74700%$396.7K$398.8K+$2.1K2026-10-23
Unique Wealth, LLC
DECREASED1,7431,792-49-3%$406.9K$397.9K-$9.0K2026-10-16
Breakwater Capital Group
INCREASED1,7421,731+11+1%$393.0K$397.7K+$4.6K2026-10-09
United Advisor Group, LLC
DECREASED1,7401,960-220-11%$445.0K$397.1K-$47.8K2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED1,7362,105-369-18%$478.0K$396.3K-$81.7K2026-10-05
Independent Wealth Advisors LLC
INCREASED1,7361,714+22+1%$389.3K$396.3K+$7.1K2026-10-27
Newton One Investments LLC
UNCHANGED1,7351,73500%$394.0K$396.1K+$2.1K2026-10-14
Sagespring Wealth Partners, LLC
INCREASED1,7231,363+360+26%$309.5K$393.3K+$83.8K2026-10-22
Beacon Financial Planning, Inc
INCREASED1,7211,714+7+0%$389.1K$392.8K+$3.7K2026-11-04
Single Point Partners, LLC
INCREASED1,7161,299+417+32%$295.0K$391.7K+$96.8K2026-10-19
City Holding Co
INCREASED1,7141,509+205+14%$342.6K$391.3K+$48.6K2026-10-19
Processus Wealth & Capital Management, LLC
INCREASED1,7021,678+24+1%$381.0K$388.5K+$7.5K2026-10-16
Smith Chas P & Associates PA Cpas
UNCHANGED1,6971,69700%$385.3K$399.6K+$14.3K2026-10-22
Shakespeare Wealth Management, LLC
UNCHANGED1,6931,69300%$384.4K$386.5K+$2.1K2026-10-28
Kendall Capital Management
INCREASED1,6901,414+276+20%$321.1K$385.8K+$64.7K2026-10-23
Strategic Equity Management
DECREASED1,6873,566-1,879-53%$809.7K$385.1K-$424.5K2026-11-04
Centennial Advisors, LLC
INCREASED1,6791,377+302+22%$312.6K$383.2K+$70.6K2026-10-21
Advisory Solutions Group, LLC
DECREASED1,6682,230-562-25%$506.4K$380.8K-$125.6K2026-10-14
United Community Bank
UNCHANGED1,6521,65200%$375.1K$377.1K+$2.0K2026-10-28
Victory Financial Group, LLC
INCREASED1,6431,181+462+39%$268.2K$375.1K+$106.9K2026-10-27
Old Peak Finance LLC
UNCHANGED1,6401,64000%$372.4K$374.4K+$2.0K2026-11-02
Baker Tilly Wealth Management, LLC
UNCHANGED1,6381,63800%$371.8K$373.9K+$2.1K2026-10-05
Paradigm, Strategies in Wealth Management, LLC
INCREASED1,6321,580+52+3%$358.8K$372.6K+$13.8K2026-10-16
Pinkerton Wealth, LLC
NEW1,604—+1,604——$366.2K—2026-10-29
True Freedom Investing, LLC
NEW1,604—+1,604——$366.2K—2026-10-29
Friday Financial
UNCHANGED1,6001,60000%$369.2K$365.8K-$3.5K2026-10-09
Evergreen Capital Management LLC
UNCHANGED1,5811,58100%$359.0K$360.9K+$1.9K2026-10-23
Financial Perspectives, Inc
INCREASED1,574827+747+90%$187.9K$359.4K+$171.5K2026-11-03
Timonier Family Office, Ltd.
UNCHANGED1,5731,57300%$357.2K$359.1K+$1.9K2026-11-03
Brooklyn FI, LLC
UNCHANGED1,5711,57100%$362.5K$382.2K+$19.7K2026-11-05
Kure Advisory, LLC
DECREASED1,5701,902-332-17%$431.9K$358.4K-$73.5K2026-10-08
Activest Wealth Management
INCREASED1,569738+831+113%$167.6K$358.2K+$190.6K2026-10-15
Seros Financial, LLC
DECREASED1,5631,663-100-6%$377.6K$356.8K-$20.8K2026-10-21
Raab & Moskowitz Asset Management LLC
UNCHANGED1,5551,55500%$353.1K$355.0K+$1.9K2026-11-02
McHugh Group, LLC
UNCHANGED1,5531,55300%$352.6K$354.5K+$1.9K2026-10-19
Bank of New Hampshire
UNCHANGED1,5451,54500%$350.8K$352.7K+$1.9K2026-10-06
First County Bank
DECREASED1,5431,643-100-6%$373.1K$352.2K-$20.8K2026-10-13
Aspen Investment Management Inc
UNCHANGED1,5411,54100%$350$352.0K+$351.7K2026-11-05
Courage Miller Partners, LLC
UNCHANGED1,5411,54100%$349.9K$351.8K+$1.9K2026-10-21
Compass Financial Group, Inc. (Ohio)
DECREASED1,5312,410-879-36%$547.1K$349.5K-$197.6K2026-10-19
Stirlingshire Investments, Inc.
DECREASED1,5171,632-115-7%$370.5K$346.4K-$24.1K2026-11-05
NWF Advisory Services Inc.
DECREASED1,5161,591-75-5%$361.3K$346.1K-$15.2K2026-10-19
KRS Capital Management, LLC
UNCHANGED1,4951,49500%$339.5K$341.3K+$1.8K2026-10-16
Beaumont Financial Advisors, LLC
UNCHANGED1,4941,49400%$339.2K$341.1K+$1.8K2026-10-22
180 Wealth Advisors, LLC
INCREASED1,4921,476+16+1%$335.1K$340.6K+$5.4K2026-11-03
Optivise Advisory Services LLC
INCREASED1,4841,474+10+1%$334.7K$338.8K+$4.1K2026-10-19
Montchanin Asset Management, LLC
UNCHANGED1,4801,48000%$336.0K$338-$335.7K2026-11-02
Peterson Wealth Advisors, LLC
DECREASED1,4761,721-245-14%$390.7K$336.9K-$53.9K2026-10-08
LaFleur & Godfrey LLC
UNCHANGED1,4751,47500%$334.9K$336.7K+$1.8K2026-10-27
Pacific Sage Partners, LLC
UNCHANGED1,4721,47200%$334.2K$336.0K+$1.8K2026-10-21
Oath Planning, LLC
INCREASED1,4681,462+6+0%$332.1K$335.2K+$3.1K2026-10-20
Barrett & Company, Inc.
UNCHANGED1,4651,46500%$332.7K$334.5K+$1.8K2026-10-22
BancFirst Trust & Investment Management
UNCHANGED1,4561,45600%$330.7K$333.9K+$3.2K2026-10-30
Diversified Management Inc
INCREASED1,4511,446+5+0%$328.4K$331.1K+$2.8K2026-10-08
Novem Group
INCREASED1,4451,329+116+9%$301.8K$330.0K+$28.2K2026-10-19
Appleton Partners Inc
UNCHANGED1,4401,44000%$327.0K$329-$326.7K2026-10-30
Hara Capital LLC
DECREASED1,4351,835-400-22%$416.7K$327.6K-$89.1K2026-10-30
Baldwin Wealth Partners LLC
UNCHANGED1,4351,43500%$325.8K$327.6K+$1.8K2026-10-13
Manchester Capital Management LLC
UNCHANGED1,4331,43300%$325.4K$327.1K+$1.7K2026-10-22
Summit Financial Wealth Advisors, LLC
UNCHANGED1,4311,43100%$324.9K$326.7K+$1.7K2026-10-15
True North Advisors, LLC
INCREASED1,428885+543+61%$200.9K$326.0K+$125.0K2026-10-22
Everhart Financial Group, Inc.
INCREASED1,4201,408+12+1%$319.7K$324.1K+$4.5K2026-10-08
Lantern Wealth Advisors, LLC
DECREASED1,4161,448-32-2%$328.8K$323.2K-$5.6K2026-10-22
Parkside Financial Bank & Trust
UNCHANGED1,4151,41500%$321.3K$323.0K+$1.7K2026-10-27
Evolution Wealth Advisors, LLC
UNCHANGED1,4141,41400%$321.1K$322.8K+$1.7K2026-11-03
Madson Wealth Advisors Inc
DECREASED1,4102,982-1,572-53%$677.2K$321.9K-$355.3K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED1,4081,40800%$319.7K$319.7K$02026-10-06
Global Financial Private Client, LLC
UNCHANGED1,4071,40700%$319.5K$321.2K+$1.7K2026-10-15
Denver PWM, LLC
INCREASED1,4011,397+4+0%$332.7K$319.9K-$12.8K2026-10-22
LFA - Lugano Financial Advisors SA
UNCHANGED1,4001,40000%$317.9K$319.6K+$1.7K2026-11-03
Colton Groome Financial Advisors, LLC
UNCHANGED1,3951,39500%$316.7K$318.5K+$1.7K2026-10-06
Independence Bank of Kentucky
UNCHANGED1,3871,38700%$314.9K$316.6K+$1.7K2026-10-26
Town Capital LLC
DECREASED1,3811,434-53-4%$325.6K$315.3K-$10.3K2026-11-03
Compass Financial Management LLC
INCREASED1,3811,355+26+2%$309.4K$315.3K+$5.9K2026-10-30
First Interstate Bank
UNCHANGED1,3691,36900%$310.8K$312.5K+$1.7K2026-10-23
Vigilare Wealth Management
NEW1,368—+1,368——$312.3K—2026-10-29
Oasis Advisors, LLC
INCREASED1,3551,271+84+7%$288.6K$309.3K+$20.7K2026-10-16
West Branch Capital LLC
UNCHANGED1,3551,35500%$307.7K$309.3K+$1.7K2026-10-20
Evermay Wealth Management LLC
UNCHANGED1,3531,35300%$307.2K$308.9K+$1.7K2026-11-05
RMR Wealth Builders
INCREASED1,3441,314+30+2%$298.3K$306.7K+$8.4K2026-10-22
David J Yvars Group
INCREASED1,3421,162+180+15%$263.8K$306.4K+$42.6K2026-10-09
Evolution Wealth Management Inc.
DECREASED1,3411,379-38-3%$313.1K$306.1K-$7.0K2026-10-28
Sagace Wealth Management LLC
UNCHANGED1,3411,34100%$304.5K$306.1K+$1.6K2026-10-28
Correct Capital Wealth Management
UNCHANGED1,3341,33400%$302.9K$304.5K+$1.6K2026-11-02
TrustBank
INCREASED1,312171+1,141+667%$38.8K$299.5K+$260.7K2026-10-20
Gallacher Capital Management LLC
DECREASED1,3111,459-148-10%$331.3K$299.3K-$32.0K2026-10-30
Silverlake Wealth Management LLC
INCREASED1,3111,285+26+2%$291.8K$299.4K+$7.5K2026-10-21
Armstrong Advisory Group, Inc
UNCHANGED1,3031,30300%$295.9K$297.4K+$1.6K2026-10-09
TL Private Wealth
INCREASED1,2981,293+5+0%$298.5K$303.7K+$5.2K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED1,2931,061+232+22%$240.9K$295.2K+$54.3K2026-10-19
Cottonwood Capital Advisors, LLC
UNCHANGED1,2931,29300%$293.6K$295.2K+$1.6K2026-10-20
Thrive Wealth Management, LLC
DECREASED1,2901,345-55-4%$305.3K$294.4K-$10.9K2026-10-13
Grove Bank & Trust
UNCHANGED1,2901,29000%$292.9K$294.5K+$1.6K2026-10-08
SYM Financial Corp
UNCHANGED1,2861,28600%$292.0K$293.6K+$1.6K2026-10-26
Prism Planning Partners LLC
DECREASED1,2731,343-70-5%$304.9K$290.6K-$14.3K2026-10-27
Legacy Financial Strategies, LLC
INCREASED1,2721,252+20+2%$284.3K$290.4K+$6.1K2026-10-15
Romano Brothers and Company
UNCHANGED1,2721,27200%$288.8K$290.4K+$1.6K2026-10-22
Clark Asset Management, LLC
DECREASED1,2651,380-115-8%$313.3K$288.8K-$24.6K2026-10-19
Blue Bell Private Wealth Management, LLC
DECREASED1,2592,326-1,067-46%$528.2K$287.4K-$240.7K2026-10-29
Genesee Capital Advisors, LLC
INCREASED1,2591,254+5+0%$284.8K$287.4K+$2.6K2026-10-20
Huntleigh Advisors, Inc.
UNCHANGED1,2571,25700%$285.4K$286.9K+$1.5K2026-11-03
Bangor Savings Bank
UNCHANGED1,2521,25200%$284.3K$285.8K+$1.5K2026-10-06
Parsons Capital Management Inc
DECREASED1,2511,264-13-1%$287.0K$285.6K-$1.4K2026-10-28
TrustWell Financial Advisors, LLC
UNCHANGED1,2491,24900%$283.6K$285.1K+$1.5K2026-10-15
Family Office Research LLC
DECREASED1,2411,327-86-6%$301.4K$283.4K-$18.0K2026-10-14
Hurlow Wealth Management Group, Inc.
UNCHANGED1,2401,24000%$281.6K$283.1K+$1.5K2026-10-29
Ullmann Wealth Partners Group, LLC
DECREASED1,2361,264-28-2%$287.0K$282.1K-$4.9K2026-11-02
Putney Financial Group LLC
UNCHANGED1,2361,23600%$280.6K$282.2K+$1.5K2026-10-30
CWA Asset Management Group, LLC
INCREASED1,2291,176+53+5%$267.1K$280.5K+$13.3K2026-10-19
Cora Capital Advisors LLC
UNCHANGED1,2271,22700%$278.6K$280.1K+$1.5K2026-11-02
Factor Wealth Management LTD
INCREASED1,2241,223+1+0%$277.7K$279.4K+$1.8K2026-10-08
GC Wealth Management RIA, LLC
INCREASED1,2231,052+171+16%$238.9K$279.2K+$40.3K2026-11-02
Investment Partners Asset Management, Inc.
UNCHANGED1,2001,20000%$272.5K$273.9K+$1.5K2026-10-09
Balboa Wealth Partners
INCREASED1,1981,190+8+1%$270.2K$273.6K+$3.4K2026-10-20
Capital Management Associates, Inc
INCREASED1,1971,195+2+0%$271.4K$273.2K+$1.8K2026-10-20
Sageworth Trust Co of South Dakota
UNCHANGED1,1941,19400%$271.1K$272.6K+$1.5K2026-10-30
Kingdom Financial Group Llc.
DECREASED1,1881,660-472-28%$376.9K$271.1K-$105.8K2026-11-04
Bdfs Capital LLC
DECREASED1,1871,436-249-17%$326.1K$270.9K-$55.1K2026-10-14
Reap Financial Group, LLC
INCREASED1,1811,180+1+0%$268.0K$269.5K+$1.5K2026-11-02
Zullo Investment Group, Inc.
INCREASED1,1731,024+149+15%$232.5K$267.8K+$35.3K2026-10-20
Islay Capital Management, LLC
DECREASED1,1701,212-42-3%$275.2K$267.1K-$8.1K2026-10-20
Canvas Wealth Advisors, LLC
INCREASED1,1601,130+30+3%$256.6K$280.0K+$23.4K2026-11-02
Fiduciary Advisors, Inc.
INCREASED1,1581,155+3+0%$262.2K$264.3K+$2.1K2026-10-16
Bestgate Wealth Advisors, LLC
UNCHANGED1,1581,15800%$262.9K$264.3K+$1.4K2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED1,1571,194-37-3%$271.1K$264.0K-$7.1K2026-11-02
Team Financial Group, LLC
INCREASED1,1521,015+137+14%$230.5K$263.0K+$32.5K2026-10-30
Longview Financial Advisors, Inc.
INCREASED1,1521,148+4+0%$260.7K$263.1K+$2.4K2026-10-09
Precedent Wealth Partners, LLC
NEW1,149—+1,149——$262.2K—2026-10-21
Truefg, LLC
UNCHANGED1,1451,14500%$260.0K$261.4K+$1.4K2026-10-15
WoodTrust Financial Corp
DECREASED1,1401,203-63-5%$273.0K$260-$272.7K2026-10-09
Rockwood Wealth Management, LLC
UNCHANGED1,1351,13500%$257.8K$259.2K+$1.4K2026-10-27
Westover Capital Advisors, LLC
UNCHANGED1,1341,13400%$257.5K$258.9K+$1.4K2026-10-26
Richards, Merrill & Peterson, Inc.
INCREASED1,1311,113+18+2%$252.7K$258.2K+$5.5K2026-10-19
Corundum Trust Company, Inc
UNCHANGED1,1301,13000%$256.6K$258.0K+$1.4K2026-10-29
Vanguard Capital Wealth Advisors
UNCHANGED1,1001,10000%$249.8K$251.1K+$1.3K2026-10-16
Trinity Wealth Management, LLC
INCREASED1,097964+133+14%$218.9K$250.4K+$31.5K2026-10-13
Oarsman Capital, Inc.
UNCHANGED1,0941,09400%$248.4K$249.7K+$1.3K2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED1,0911,09100%$251.7K$258.8K+$7.1K2026-10-21
Vaughan David Investments LLC
UNCHANGED1,0881,08800%$247.0K$248.0K+$1.0K2026-11-05
Strategic Wealth Investment Group, LLC
INCREASED1,087916+171+19%$208.1K$248.1K+$40.0K2026-10-29
Archford Capital Strategies, LLC
DECREASED1,0851,399-314-22%$317.7K$247.7K-$70.0K2026-10-19
Dickmeyer Boyce Financial Management, Inc.
INCREASED1,0831,081+2+0%$245.4K$247.3K+$1.9K2026-10-08
Yousif Capital Management, LLC
NEW1,081—+1,081——$246.8K—2026-10-22
Tritonpoint Wealth, LLC
INCREASED1,0811,080+1+0%$245.3K$246.7K+$1.3K2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
INCREASED1,074922+152+16%$209.3K$245.1K+$35.8K2026-10-15
Nicollet Investment Management, Inc.
NEW1,066—+1,066——$243—2026-10-14
Western Financial Corp
DECREASED1,0641,148-84-7%$260.7K$242.8K-$17.9K2026-10-14
Harrell Investment Partners, LLC
INCREASED1,0561,054+2+0%$239.2K$241.0K+$1.8K2026-10-15
Segment Wealth Management, LLC
UNCHANGED1,0541,05400%$239.3K$240.6K+$1.3K2026-10-26
Certuity, LLC
UNCHANGED1,0531,05300%$239.1K$240.4K+$1.3K2026-11-02
Manchester Financial Inc
UNCHANGED1,0501,05000%$238.4K$239.7K+$1.3K2026-10-15
Princeton Global Asset Management LLC
UNCHANGED1,0501,05000%$238.4K$239.7K+$1.3K2026-10-21
TritonPoint Partners, LLC
DECREASED1,0481,080-32-3%$245.3K$239.1K-$6.2K2026-11-05
TCI Wealth Advisors, Inc.
INCREASED1,0461,032+14+1%$234.3K$238.8K+$4.5K2026-10-30
Freedom Day Solutions, LLC
DECREASED1,0261,085-59-5%$246.3K$234.1K-$12.1K2026-10-20
King Luther Capital Management Corp
UNCHANGED1,0261,02600%$233.0K$234.2K+$1.3K2026-11-05
Maple Capital Management, Inc.
INCREASED1,021978+43+4%$222.1K$233.1K+$11.0K2026-11-02
Aviance Capital Partners, LLC
UNCHANGED1,0201,02000%$231.6K$232.8K+$1.2K2026-10-29
Caldwell Trust Co
UNCHANGED1,0181,01800%$231.1K$232.4K+$1.2K2026-10-30
Michael Brady & Co., LLC
UNCHANGED1,0181,01800%$231.1K$232.4K+$1.2K2026-10-23
Paulson Wealth Management Inc.
UNCHANGED1,0171,01700%$230.9K$232.2K+$1.2K2026-11-02
Crumly & Associates Inc.
UNCHANGED1,0091,00900%$229.1K$230.3K+$1.2K2026-10-07
ANB Bank
DECREASED1,0011,011-10-1%$229.6K$228.5K-$1.0K2026-10-09
Shoker Investment Counsel, Inc.
UNCHANGED1,0011,00100%$227.3K$228.5K+$1.2K2026-11-04
Old Port Advisors
UNCHANGED99599500%$225.9K$227.1K+$1.2K2026-10-23
Benin Management Corp
UNCHANGED99099000%$224.8K$226.0K+$1.2K2026-10-22
Cove Private Wealth, LLC
UNCHANGED98298200%$223.0K$224.2K+$1.2K2026-10-28
Elevation Wealth Partners, LLC
DECREASED9801,014-34-3%$230.3K$223.8K-$6.5K2026-10-07
Stanich Group LLC
DECREASED979995-16-2%$225.9K$223.5K-$2.4K2026-10-16
Richmond Investment Services, LLC
INCREASED978977+1+0%$221.7K$223.2K+$1.4K2026-10-29
NBH Bank
UNCHANGED97597500%$221.4K$222.6K+$1.2K2026-11-05
Pacific Asset Management, LLC
INCREASED968964+4+0%$218.9K$221.0K+$2.1K2026-10-15
Columbus Macro, LLC
UNCHANGED96496400%$218.9K$220.1K+$1.2K2026-10-14
Human Investing LLC
DECREASED938957-19-2%$217.3K$214.1K-$3.2K2026-10-19
Next Level Private LLC
INCREASED934894+40+4%$203.0K$213.2K+$10.2K2026-10-20
Focus Wealth Advisors, LLC
INCREASED934930+4+0%$211.3K$213.2K+$2.0K2026-10-14
Portside Wealth Group, LLC
NEW931—+931——$212.5K—2026-10-20
Jnba Financial Advisors
INCREASED926200+726+363%$45.5K$211.5K+$166.0K2026-11-03
PDS Planning, Inc
UNCHANGED92692600%$210.3K$211.4K+$1.1K2026-11-03
Parthenon LLC
UNCHANGED92592500%$210.0K$211.2K+$1.1K2026-10-22
RDA Financial Network
NEW922—+922——$210.5K—2026-10-15
Howard Capital Management Group, LLC
UNCHANGED91791700%$208.2K$209.3K+$1.1K2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED91391300%$207.3K$208.4K+$1.1K2026-10-16
Cornerstone Wealth Management, LLC
NEW907—+907——$207.2K—2026-11-04
Kraft, Davis & Associates, LLC
UNCHANGED90690600%$207.4K$213.3K+$5.9K2026-10-21
Missouri Trust & Investment Co
UNCHANGED90690600%$209.9K$206.8K-$3.1K2026-11-04
Bluedoor Private Wealth, LLC
UNCHANGED90090000%$204.4K$205.5K+$1.1K2026-11-05
Aufman Associates Inc
DECREASED8971,308-411-31%$297.0K$204.8K-$92.2K2026-11-04
Sage Financial Group Inc
DECREASED8941,397-503-36%$317.1K$204.0K-$113.1K2026-10-27
Sachem Hill LLC
UNCHANGED89489400%$203.0K$204.1K+$1.1K2026-10-14
Waterfront Wealth Inc.
UNCHANGED89189100%$205.4K$211.2K+$5.8K2026-11-03
Optima Capital LLC
UNCHANGED88888800%$201.6K$202.7K+$1.1K2026-10-29
Shira Ridge Wealth Management
NEW887—+887——$202.4K—2026-10-09
Blue Fin Capital, Inc.
NEW880—+880——$200.9K—2026-10-28
Triton Wealth Management, Pllc
NEW877—+877——$209.6K—2026-11-04
SevenBridge Financial Group, LLC
UNCHANGED86886800%$204.7K$205.9K+$1.2K2026-10-26
UMB Private Wealth Management, LLC
NEW863—+863——$197.0K—2026-10-19
Provident Wealth Management, LLC
UNCHANGED85285200%$193.5K$194.5K+$1.0K2026-10-20
Mechanics Financial Corp
UNCHANGED83083000%$188.5K$189.5K+$1.0K2026-11-05
Burk Holdings LLC
INCREASED827269+558+207%$61.1K$188.8K+$127.7K2026-11-05
Fairway Wealth LLC
DECREASED824866-42-5%$196.6K$188.0K-$8.6K2026-10-30
Nova Financial LLC
NEW819—+819——$187.0K—2026-11-04
Montgomery Financial Services LLC
INCREASED776281+495+176%$63.8K$177.1K+$113.3K2026-11-03
Biltmore Family Office, LLC
UNCHANGED75675600%$171.7K$172.6K+$9232026-11-03
Legacy Bridge, LLC
UNCHANGED72872800%$165.3K$166.2K+$8882026-10-28
Pittenger & Anderson Inc
DECREASED684784-100-13%$178.0K$156.1K-$21.9K2026-11-02
McCarley & Cook Financial Planners
UNCHANGED68268200%$154.9K$155.7K+$8322026-10-21
City State Bank
UNCHANGED67667600%$153.5K$154.3K+$8242026-10-20
Mascoma Wealth Management LLC
UNCHANGED63863800%$144.9K$145.6K+$7792026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED614583+31+5%$132.4K$140.2K+$7.8K2026-11-02
First Premier Bank
UNCHANGED61461400%$139$140+$12026-10-13
Essential Partners LLC
INCREASED596345+251+73%$78.3K$136.1K+$57.7K2026-10-14
DecisionPoint Financial, LLC
DECREASED583584-10%$133.0K$133.3K+$2572026-10-27
Buck Wealth Strategies, LLC
UNCHANGED57457400%$130.3K$131.0K+$7012026-10-28
Clark Wealth Partners
DECREASED552565-13-2%$128.3K$126.0K-$2.3K2026-10-19
Align Financial, LLC
UNCHANGED55055000%$124.9K$125.6K+$6712026-10-16
TFC Financial Management, Inc.
INCREASED537535+2+0%$121.5K$122.6K+$1.1K2026-10-26
Bullock Wealth Management Group
DECREASED531542-11-2%$123.5K$121.4K-$2.2K2026-10-09
Beacon Investment Advisory Services, Inc.
INCREASED523337+186+55%$76.5K$119.4K+$42.9K2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED51251200%$116.3K$116.9K+$6242026-10-30
Tompkins Financial Corp
UNCHANGED49549500%$112.4K$113.0K+$6042026-10-05
Tradewinds Capital Management, LLC
UNCHANGED49349300%$111.9K$112.5K+$6022026-10-23
Morling Financial Advisors, LLC
UNCHANGED45745700%$103.8K$104.3K+$5582026-10-28
Pillar Financial Advisors, LLC
UNCHANGED45045000%$102.2K$102.7K+$5492026-10-21
Transce3nd, LLC
NEW443—+443——$105.5K—2026-10-26
Mcdonald Partners LLC
UNCHANGED43743700%$99.2K$99.8K+$5332026-11-03
Nfsg Corp
DECREASED406671-265-39%$152.4K$92.7K-$59.7K2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED394231+163+71%$53.0K$90.4K+$37.4K2026-11-04
Register Financial Advisors LLC
UNCHANGED38438400%$87.2K$87.7K+$4692026-10-23
Madden Securities Corp
NEW383—+383——$87.4K—2026-10-27
Archer Investment Corp
INCREASED381380+1+0%$86.3K$87.1K+$7832026-11-05
First Pacific Financial
INCREASED380378+2+1%$85.8K$86.6K+$8082026-10-14
Insight Inv LLC
UNCHANGED37637600%$85.4K$85.8K+$4582026-10-27
Advocate Investing Services LLC
INCREASED365348+17+5%$79.0K$83.3K+$4.3K2026-10-26
Woodard & Co Asset Management Group Inc
UNCHANGED35935900%$81.5K$82.0K+$4382026-11-03
Root Financial Partners, LLC
NEW352—+352——$80.4K—2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED35235200%$79.9K$80.4K+$4302026-11-02
Jacobi Capital Management LLC
NEW342—+342——$78.2K—2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED33833800%$76.7K$77.2K+$4132026-10-05
Financial Consulate, Inc
UNCHANGED31631600%$71.8K$72.1K+$3862026-10-23
Cornerstone National Bank & Trust Co
UNCHANGED30530500%$69.5K$69.7K+$2532026-10-20
Western Pacific Wealth Management, LP
UNCHANGED30130100%$68.4K$68.8K+$3672026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED29429400%$66.8K$67.1K+$3582026-11-03
Triumph Capital Management
DECREASED274621-347-56%$141.0K$62.5K-$78.5K2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED27127100%$61.5K$61.9K+$3312026-10-30
Nemes Rush Group LLC
INCREASED268267+1+0%$60.6K$61.1K+$4892026-11-04
Roxbury Financial LLC
UNCHANGED26226200%$59.6K$59.9K+$3322026-10-01
American National Bank & Trust
UNCHANGED25425400%$57.7K$58.0K+$3122026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED251177+74+42%$40.3K$57.3K+$17.0K2026-10-16
Advantage Trust Co
DECREASED235385-150-39%$87.4K$53.6K-$33.8K2026-10-19
William Mack & Associates, Inc.
NEW232—+232——$53.0K—2026-10-27
Concord Wealth Partners
UNCHANGED21721700%$49.3K$49.5K+$2652026-11-02
Abound Wealth Management
INCREASED213112+101+90%$25.3K$48.5K+$23.2K2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED21221200%$48.1K$48.4K+$2592026-10-15
Rossmore Private Capital
UNCHANGED21121100%$47.9K$48.2K+$2572026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED20920900%$47.5K$47.7K+$2552026-10-30
Ascentis Wealth Management, LLC
NEW207—+207——$47.3K—2026-11-03
Wealth Analytics Partners, LLC
NEW201—+201——$45.9K—2026-10-19
Duncker Streett & Co Inc
UNCHANGED20020000%$45.4K$45.7K+$2442026-10-27
First Bancorp, Inc
UNCHANGED20020000%$45.4K$45.7K+$2442026-10-26
Atwood & Palmer Inc
INCREASED197196+1+1%$44.5K$44.9K+$4182026-10-08
Peck Wealth Management, LLC
UNCHANGED19419400%$44.1K$44.3K+$2362026-10-29
Rosenberg Matthew Hamilton
DECREASED184217-33-15%$49.3K$42.0K-$7.3K2026-10-05
Indiana Trust & Investment Management Co
UNCHANGED16916900%$38.4K$38.6K+$2062026-10-22
Harbor Asset Planning, Inc.
UNCHANGED15615600%$35.3K$35.7K+$3322026-10-23
Guardian Partners Inc.
UNCHANGED15515500%$35.2K$35.4K+$1892026-10-21
Vima LLC
UNCHANGED15515500%$35.2K$35.4K+$1892026-10-23
Colony Family Offices, LLC
UNCHANGED15415400%$35.0K$35.2K+$1882026-10-22
Next Level Wealth Planning, LLC
NEW151—+151——$34.5K—2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED150399-249-62%$90.6K$34.2K-$56.4K2026-10-14
Kentucky Trust Co
UNCHANGED15015000%$34.1K$34.2K+$1832026-10-15
Hurley Capital, LLC
INCREASED132131+1+1%$29.7K$30.3K+$5092026-11-05
Avion Wealth
INCREASED131130+1+1%$29$29$02026-11-04
Townsend Asset Management Corp
UNCHANGED12312300%$27.9K$28.1K+$1512026-10-29
RMG Wealth Management LLC
UNCHANGED12012000%$28.4K$28.6K+$2342026-10-26
Davis Capital Management
UNCHANGED11211200%$25.4K$25.6K+$1362026-10-08
Gilpin Wealth Management, LLC
UNCHANGED11011000%$25.0K$25.1K+$1342026-10-09
Virginia Estate & Retirement Planning Advisors Inc.
NEW107—+107——$24.4K—2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED10510500%$23.8K$24.0K+$2242026-10-23
Westside Investment Management, Inc.
UNCHANGED10510500%$23.8K$24.0K+$1272026-11-02
Bayban
UNCHANGED10010000%$22.7K$22.7K$02026-11-05
Community Financial Services Group, LLC
UNCHANGED10010000%$22.8K$22.9K+$832026-10-15
Sfam, LLC
UNCHANGED969600%$21.8K$21.9K+$1172026-11-03
DB Fitzpatrick & Co, Inc
UNCHANGED959500%$21.6K$21.7K+$1162026-10-19
Hartford Financial Management Inc.
UNCHANGED939300%$21.1K$21.2K+$1142026-10-21
Financial Management Professionals, Inc.
UNCHANGED858500%$19.3K$19.4K+$1042026-10-23
Birch Financial Group, LLC
NEW83—+83——$18.9K—2026-10-27
Birchwood Financial Partners, Inc.
DECREASED81110-29-26%$24.9K$18.5K-$6.4K2026-11-02
Halbert Hargrove Global Advisors, LLC
UNCHANGED757500%$17.0K$17.1K+$912026-10-16
Toth Financial Advisory Corp
UNCHANGED717100%$16.1K$16.2K+$862026-10-08
Coastline Trust Co
UNCHANGED707000%$15.9K$16.0K+$862026-10-01
Networth Advisors, LLC
UNCHANGED676700%$15.2K$15.4K+$1432026-11-03
United Financial Planning Group LLC
INCREASED6642+24+57%$9.5K$15.1K+$5.5K2026-11-04
Trust Co
UNCHANGED636300%$14.3K$14.4K+$772026-10-09
NorthAvenue LLC
UNCHANGED606000%$13.6K$13.7K+$742026-10-29
Carolina Wealth Advisors, LLC
NEW58—+58——$13.2K—2026-10-23
Fairman Group, LLC
UNCHANGED585800%$13.2K$13.2K+$712026-10-26
Valley Wealth Managers, Inc.
UNCHANGED575700%$12.9K$13.0K+$702026-10-09
Signature Resources Capital Management, LLC
UNCHANGED474700%$10.7K$10.7K+$572026-10-16
Elyxium Wealth, LLC
NEW34—+34——$7.8K—2026-10-27
Horizon Financial Services, LLC
DECREASED341,527-1,493-98%$346.8K$7.8K-$339.0K2026-11-04
SJS Investment Consulting Inc.
NEW33—+33——$7.5K—2026-10-26
Foresight Capital Management Advisors, Inc.
NEW29—+29——$6.6K—2026-10-27
Peachtree Investment Partners, LLC
UNCHANGED222200%$4.9K$5.0K+$462026-11-05
Investors Research Corp
DECREASED2141-20-49%$9.3K$4.8K-$4.5K2026-10-07
University of Texas S AM Investment Management Co
UNCHANGED202000%$4.5K$4.6K+$252026-11-03
Bfsg, LLC
INCREASED133+10+333%$682$3.0K+$2.3K2026-10-30
Midwest Capital Advisors, LLC
UNCHANGED131300%$3.0K$3.0K+$162026-11-04
Proathlete Wealth Management LLC
UNCHANGED131300%$3.0K$3.0K+$282026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED131300%$3.0K$3.0K+$162026-10-07
Main Street Group, LTD
UNCHANGED121200%$2.7K$2.7K+$142026-10-28
Wilkerson Advisory Group LLC
DECREASED1137-26-70%$8.4K$2.5K-$5.9K2026-10-20
Holos Integrated Wealth LLC
NEW10—+10——$2.4K—2026-10-23
Trifecta Capital Advisors, LLC
DECREASED9874-865-99%$198.5K$2.1K-$196.4K2026-10-21
Balance Wealth Partners LLC
NEW7—+7——$1.6K—2026-10-27
Vision Financial Markets LLC
UNCHANGED6600%$1.2K$1.2K+$92026-10-22
Valley National Advisers Inc
UNCHANGED4400%$909$914+$52026-10-23
Scarborough Advisors, LLC
CLOSED068,244-68,244-100%$15.6M$0-$15.6M2026-10-16
Bryant Woods Investment Advisors, LLC
CLOSED09,709-9,709-100%$2.2M$0-$2.2M2026-10-26
Moss Adams Wealth Advisors LLC
CLOSED04,525-4,525-100%$1.0M$0-$1.0M2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED02,473-2,473-100%$561.5K$0-$561.5K2026-10-27
Moneywise, Inc.
CLOSED02,443-2,443-100%$554.7K$0-$554.7K2026-10-30
TBH Global Asset Management, LLC
CLOSED02,282-2,282-100%$518.1K$0-$518.1K2026-11-03
Colorado Capital Management, Inc.
CLOSED01,632-1,632-100%$371$0-$3712026-10-15
KMG Fiduciary Partners, LLC
CLOSED01,343-1,343-100%$304.9K$0-$304.9K2026-10-14
Commonwealth Financial Services, LLC
CLOSED01,330-1,330-100%$302.0K$0-$302.0K2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED01,209-1,209-100%$274.5K$0-$274.5K2026-10-16
Axim Planning & Wealth
CLOSED01,118-1,118-100%$253.9K$0-$253.9K2026-10-28
Lane Brothers & Co Inc
CLOSED01,066-1,066-100%$242.0K$0-$242.0K2026-11-02
Patten & Patten Inc
CLOSED01,048-1,048-100%$238.0K$0-$238.0K2026-10-26
Burns J W & Co Inc
CLOSED01,044-1,044-100%$237.1K$0-$237.1K2026-10-20
Inscription Capital, LLC
CLOSED0964-964-100%$218.9K$0-$218.9K2026-11-02
Arch Global Advisors, LLC
CLOSED0892-892-100%$202.5K$0-$202.5K2026-10-23
Meridian Wealth Management, LLC
CLOSED0891-891-100%$202.2K$0-$202.2K2026-11-05
Lazari Capital Management, Inc.
CLOSED0890-890-100%$202.1K$0-$202.1K2026-10-20
Vestia Personal Wealth Advisors
CLOSED0883-883-100%$200.5K$0-$200.5K2026-10-20
55 North Private Wealth, LLC
CLOSED0881-881-100%$200.1K$0-$200.1K2026-10-20
Founders Capital Management
CLOSED0638-638-100%$144.9K$0-$144.9K2026-10-13
Belvedere Trading LLC
CLOSED0454-454-100%$103.1K$0-$103.1K2026-11-05
Simplex Trading, LLC
CLOSED0379-379-100%$86.1K$0-$86.1K2026-11-04
Tucker Asset Management LLC
CLOSED0323-323-100%$73.4K$0-$73.4K2026-10-29
Decker Retirement Planning Inc.
CLOSED0315-315-100%$71.5K$0-$71.5K2026-10-19
Spectrum Wealth Advisory Group, LLC
CLOSED0168-168-100%$38.1K$0-$38.1K2026-10-29
Cedar Mountain Advisors, LLC
CLOSED0110-110-100%$24.9K$0-$24.9K2026-10-15
Wolff Wiese Magana LLC
CLOSED064-64-100%$14.5K$0-$14.5K2026-10-15
Southern Michigan Bank & Trust
CLOSED055-55-100%$12.5K$0-$12.5K2026-10-19
Sims Investment Management, LLC
CLOSED036-36-100%$8.2K$0-$8.2K2026-10-13
Robinswood Financial LLC
CLOSED032-32-100%$7.4K$0-$7.4K2026-10-20
Chapman Financial Group, LLC
CLOSED028-28-100%$6.4K$0-$6.4K2026-10-26
Clean Yield Group
CLOSED024-24-100%$5.4K$0-$5.4K2026-10-28
Gill Capital Partners, LLC
CLOSED023-23-100%$5.2K$0-$5.2K2026-10-13
Center for Financial Planning, Inc.
CLOSED022-22-100%$5.0K$0-$5.0K2026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED000—$408.9K$459.8K+$50.9K2026-10-29
Envestnet Asset Management Inc
N/A—23,349,327-23,349,327-100%$5.3B———
JPMorgan Chase & Co
N/A—16,247,060-16,247,060-100%$3.7B———
Morgan Stanley
N/A—14,914,723-14,914,723-100%$3.4B———
LPL Financial LLC
N/A—9,632,373-9,632,373-100%$2.2B———
Bank of America Corp
N/A—9,606,771-9,606,771-100%$2.2B———
Wells Fargo & Company
N/A—6,230,043-6,230,043-100%$1.4B———
UBS Group AG
N/A—3,584,194-3,584,194-100%$813.8M———
Stifel Financial Corp
N/A—3,566,472-3,566,472-100%$809.8M———
Cetera Investment Advisers
N/A—3,065,888-3,065,888-100%$696.1M———
Ameriprise Financial Inc
N/A—2,897,188-2,897,188-100%$657.5M———
PNC Financial Services Group, Inc.
N/A—2,209,817-2,209,817-100%$501.8M———
BlackRock, Inc.
N/A—2,020,568-2,020,568-100%$458.8M———
Envestnet Portfolio Solutions, Inc.
N/A—1,728,446-1,728,446-100%$392.5M———
MML Investors Services, LLC
N/A—1,695,146-1,695,146-100%$384.9M———
Raymond James Financial Inc
N/A—1,654,914-1,654,914-100%$375.8M———
Goldman Sachs Group Inc
N/A—1,416,262-1,416,262-100%$321.6M———
Royal Bank of Canada
N/A—1,369,827-1,369,827-100%$311.0M———
MAI Capital Management
N/A—1,225,815-1,225,815-100%$278.3M———
Foundations Investment Advisors, LLC
N/A—1,225,561-1,225,561-100%$278.3M———
Focus Partners Wealth
N/A—1,205,298-1,205,298-100%$273.7M———
Janney Montgomery Scott LLC
N/A—1,149,138-1,149,138-100%$260.9M———
Mariner, LLC
N/A—1,052,224-1,052,224-100%$238.9M———
FMR LLC
N/A—818,023-818,023-100%$185.7M———
NewEdge Advisors, LLC
N/A—808,622-808,622-100%$183.6M———
Sanctuary Advisors, LLC
N/A—783,942-783,942-100%$178.0M———
M&T Bank Corp
N/A—768,621-768,621-100%$174.5M———
Pacific Life Fund Advisors LLC
N/A—760,525-760,525-100%$172.7M———
OneDigital Investment Advisors LLC
N/A—758,206-758,206-100%$172.2M———
Rehmann Capital Advisory Group
N/A—740,561-740,561-100%$168.2M———
Osaic Holdings, Inc.
N/A—731,726-731,726-100%$166.3M———
HighTower Advisors, LLC
N/A—670,326-670,326-100%$152.2M———
Jones Financial Companies Lllp
N/A—641,496-641,496-100%$145.3M———
United Capital Financial Advisors, LLC
N/A—565,412-565,412-100%$128.4M———
Huntington National Bank
N/A—499,590-499,590-100%$113.4M———
Cerity Partners LLC
N/A—477,313-477,313-100%$108.4M———
Rockefeller Capital Management L.P.
N/A—451,033-451,033-100%$102.4M———
Advocacy Wealth Management, LLC
N/A—424,530-424,530-100%$96.4M———
Moneta Group Investment Advisors LLC
N/A—367,341-367,341-100%$83.4M———
Betterment LLC
N/A—342,003-342,003-100%$77.7M———
AE Wealth Management LLC
N/A—311,368-311,368-100%$70.7M———
Bank of Montreal
N/A—300,302-300,302-100%$68.2M———
Modern Wealth Management, LLC
N/A—280,304-280,304-100%$63.6M———
Valmark Advisers, Inc.
N/A—277,744-277,744-100%$63.1M———
Harbour Investments, Inc.
N/A—276,574-276,574-100%$62.8M———
Baird Financial Group, Inc.
N/A—274,431-274,431-100%$62.3M———
Northwestern Mutual Wealth Management Co
N/A—270,849-270,849-100%$61.5M———
Equitable Holdings, Inc.
N/A—261,071-261,071-100%$59.3M———
Composition Wealth, LLC
N/A—260,233-260,233-100%$59.1M———
CreativeOne Wealth, LLC
N/A—240,148-240,148-100%$54.5M———
Icon Wealth Advisors, LLC
N/A—232,242-232,242-100%$52.7M———
World Investment Advisors
N/A—225,386-225,386-100%$48.3M———
Financial Engines Advisors L.L.C.
N/A—225,327-225,327-100%$51.2M———
Barclays PLC
N/A—224,773-224,773-100%$51.0M———
Waverly Advisors, LLC
N/A—212,438-212,438-100%$48.2M———
Baker Avenue Asset Management, LP
N/A—209,466-209,466-100%$47.6M———
Smith, Moore & Co.
N/A—197,698-197,698-100%$44.9M———
&partners
N/A—197,652-197,652-100%$45.0M———
Private Advisor Group, LLC
N/A—190,486-190,486-100%$43.3M———
Northern Trust Corp
N/A—187,106-187,106-100%$42.5M———
Peapack Gladstone Financial Corp
N/A—170,464-170,464-100%$38.7M———
Stratos Wealth Partners, Ltd.
N/A—169,053-169,053-100%$38.4M———
Mercer Global Advisors Inc
N/A—168,907-168,907-100%$38.4M———
Beacon Pointe Advisors, LLC
N/A—166,410-166,410-100%$37.8M———
Global Retirement Partners, LLC
N/A—161,930-161,930-100%$36.8M———
Condor Capital Management
N/A—148,294-148,294-100%$33.7M———
EWA, LLC
N/A—141,770-141,770-100%$32.2M———
Captrust Financial Advisors
N/A—136,727-136,727-100%$31.0M———
Orion Porfolio Solutions, LLC
N/A—136,215-136,215-100%$30.9M———
Savant Capital, LLC
N/A—129,353-129,353-100%$29.7M———
Principal Securities, Inc.
N/A—128,927-128,927-100%$29.3M———
Liberty Wealth Management LLC
N/A—128,765-128,765-100%$27.2M———
Pathstone Holdings, LLC
N/A—125,271-125,271-100%$28.4M———
Wealth Alliance, LLC
N/A—123,223-123,223-100%$28.0M———
PAX Financial Group, LLC
N/A—118,225-118,225-100%$26.8M———
Summit Financial, LLC
N/A—117,262-117,262-100%$26.6M———
Planning Directions Inc
N/A—115,172-115,172-100%$26.2M———
Clearstead Advisors, LLC
N/A—114,906-114,906-100%$26.1M———
Callan Family Office, LLC
N/A—112,821-112,821-100%$25.6M———
RWA Wealth Partners, LLC
N/A—112,262-112,262-100%$25.5M———
NorthRock Partners, LLC
N/A—110,052-110,052-100%$25.0M———
One Wealth Advisors, LLC
N/A—107,337-107,337-100%$24.4M———
Advisory Services Network, LLC
N/A—104,601-104,601-100%$23.8M———
Lutz Financial Services LLC
N/A—104,312-104,312-100%$23.7M———
Cahill Financial Advisors Inc
N/A—103,626-103,626-100%$23.5M———
Per Stirling Capital Management, Llc.
N/A—103,240-103,240-100%$23.4M———
Keystone Financial Services
N/A—100,629-100,629-100%$22.8M———
Rothschild Wealth LLC
N/A—99,774-99,774-100%$22.7M———
BNP Paribas Financial Markets
N/A—98,768-98,768-100%$22.4M———
Capital Analysts, LLC
N/A—98,546-98,546-100%$22.4M———
Merit Financial Group, LLC
N/A—90,951-90,951-100%$20.7M———
BOK Financial Private Wealth, Inc.
N/A—88,595-88,595-100%$20.1M———
Steward Partners Investment Advisory, LLC
N/A—88,156-88,156-100%$20.0M———
M1 Capital Management LLC
N/A—87,462-87,462-100%$19.9M———
Ameritas Investment Partners, Inc.
N/A—83,521-83,521-100%$19.0M———
Legacy Financial Group LLC
N/A—81,347-81,347-100%$18.5M———
Saiph Capital, LLC
N/A—80,907-80,907-100%$18.4M———
Regal Investment Advisors LLC
N/A—80,376-80,376-100%$18.3M———
Arkadios Wealth Advisors
N/A—80,300-80,300-100%$18.2M———
Trustmark Bank Trust Department
N/A—80,099-80,099-100%$18.2M———
EP Wealth Advisors, LLC
N/A—78,703-78,703-100%$17.9M———
Integrated Wealth Concepts LLC
N/A—78,702-78,702-100%$17.9M———
Astoria Strategic Wealth, Inc.
N/A—77,387-77,387-100%$17.6M———
Blue Edge Capital, LLC
N/A—76,736-76,736-100%$17.4M———
Mcmorgan & Co LLC
N/A—75,006-75,006-100%$17.0M———
Commerce Bank
N/A—74,940-74,940-100%$17.0M———
Natixis Advisors, LLC
N/A—74,927-74,927-100%$17.0M———
Stokes Family Office, LLC
N/A—74,727-74,727-100%$17.0M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—74,448-74,448-100%$16.9M———
Allworth Financial LP
N/A—72,687-72,687-100%$16.5M———
Snowden Capital Advisors LLC
N/A—72,293-72,293-100%$16.4M———
Quantinno Capital Management LP
N/A—68,690-68,690-100%$15.6M———
Lansing Street Advisors
N/A—66,848-66,848-100%$15.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—66,483-66,483-100%$15.1M———
Alesco Advisors, LLC, An ESL Co
N/A—64,746-64,746-100%$14.7M———
Ausdal Financial Partners, Inc.
N/A—64,144-64,144-100%$14.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—63,100-63,100-100%$14.3M———
Invst, LLC
N/A—62,392-62,392-100%$14.2M———
IEQ Capital, LLC
N/A—62,242-62,242-100%$14.1M———
Pinnacle Financial Partners, Inc.
N/A—62,103-62,103-100%$14.1M———
BFC Planning, Inc.
N/A—61,525-61,525-100%$14.0M———
Mutual Advisors, LLC
N/A—61,178-61,178-100%$13.9M———
Amundi
N/A—59,900-59,900-100%$13.6M———
Gladstone Institutional Advisory LLC
N/A—59,282-59,282-100%$13.5M———
AQR Capital Management LLC
N/A—57,215-57,215-100%$13.0M———
American Wealth Advisors, LLC
N/A—56,865-56,865-100%$12.9M———
Mayflower Financial Advisors, LLC
N/A—56,547-56,547-100%$12.8M———
Vestmark Advisory Solutions, Inc.
N/A—55,958-55,958-100%$12.7M———
Ancora Advisors LLCA
N/A—54,668-54,668-100%$12.4M———
WealthShield Partners, LLC
N/A—54,577-54,577-100%$12.4M———
Resolute Wealth Advisor, Inc.
N/A—53,933-53,933-100%$11.4M———
Nvest Financial, LLC
N/A—52,578-52,578-100%$11.9M———
Michelson Medical Research Foundation, Inc.
N/A—51,905-51,905-100%$11.8M———
Broadview Financial Management, LLC
N/A—51,478-51,478-100%$11.7M———
Asset Management Group, Inc.
N/A—51,283-51,283-100%$11.6M———
Twin Peaks Wealth Advisors, LLC
N/A—49,433-49,433-100%$11.2M———
Wescott Financial Advisory Group, LLC
N/A—49,164-49,164-100%$11.2M———
GTS Securities LLC
N/A—49,020-49,020-100%$11.1M———
Financial Advisors Network, Inc.
N/A—48,603-48,603-100%$11.0M———
IFG Advisory, LLC
N/A—47,861-47,861-100%$10.9M———
Sierra Capital LLC
N/A—47,422-47,422-100%$10.8M———
Arax Advisory Partners
N/A—47,295-47,295-100%$10.7M———
Founders Financial Alliance, LLC
N/A—46,961-46,961-100%$10.7M———
Gateway Wealth Partners, LLC
N/A—45,935-45,935-100%$10.4M———
WCG Wealth Advisors LLC
N/A—45,065-45,065-100%$10.2M———
Geneos Wealth Management Inc.
N/A—42,969-42,969-100%$9.8M———
Great Valley Advisor Group, Inc.
N/A—41,967-41,967-100%$9.5M———
FAS Wealth Partners, Inc.
N/A—41,839-41,839-100%$9.5M———
Lbmc Investment Advisors, LLC
N/A—41,803-41,803-100%$9.5M———
Keebeck Wealth Management
N/A—41,213-41,213-100%$9.4M———
Franklin Resources Inc
N/A—40,629-40,629-100%$9.2M———
Daviman Financial, LLC
N/A—40,052-40,052-100%$9.1M———
SEI Investments Co
N/A—39,364-39,364-100%$8.9M———
UMB Bank, n.a.
N/A—39,187-39,187-100%$8.9M———
Alliancebernstein L.P.
N/A—39,155-39,155-100%$8.3M———
Cresset Asset Management, LLC
N/A—39,049-39,049-100%$8.9M———
Wealthspire Advisors, LLC
N/A—37,722-37,722-100%$8.6M———
Jane Street Group, LLC
N/A—37,077-37,077-100%$8.4M———
Bradley Foster & Sargent Inc
N/A—36,973-36,973-100%$8.4M———
Kilter Group LLC
N/A—36,511-36,511-100%$8.3M———
49 Wealth Management, LLC
N/A—36,217-36,217-100%$8.2M———
Alongside, LLC
N/A—36,217-36,217-100%$8.2M———
Advyzon Investment Management, LLC
N/A—35,059-35,059-100%$8.0M———
Nicolet Bankshares Inc
N/A—34,482-34,482-100%$7.9M———
Tradition Wealth Management, LLC
N/A—33,751-33,751-100%$7.7M———
Federation des caisses Desjardins du Quebec
N/A—33,546-33,546-100%$7.6M———
Keystone Financial Group
N/A—33,356-33,356-100%$7.6M———
SCS Capital Management LLC
N/A—33,199-33,199-100%$7.5M———
Banco Santander, S.A.
N/A—32,949-32,949-100%$7.5M———
Koss-Olinger Consulting, LLC
N/A—32,425-32,425-100%$7.4M———
Landing Point Financial Group, LLC
N/A—32,162-32,162-100%$7.3M———
Blair William & Co
N/A—31,155-31,155-100%$7.1M———
Pure Financial Advisors, LLC
N/A—31,033-31,033-100%$7.0M———
Level Four Advisory Services, LLC
N/A—30,046-30,046-100%$6.8M———
5T Wealth, LLC
N/A—30,036-30,036-100%$6.8M———
O'shaughnessy Asset Management, LLC
N/A—29,400-29,400-100%$6.7M———
Brown Advisory Inc
N/A—28,874-28,874-100%$6.6M———
Point72 Asset Management, L.P.
N/A—27,849-27,849-100%$6.3M———
Shared Vision Wealth Group LLC
N/A—27,711-27,711-100%$6.3M———
Tortoise Investment Management, LLC
N/A—27,450-27,450-100%$6.2M———
Falcon Wealth Planning
N/A—27,180-27,180-100%$6.2M———
Tilson Financial Group, Inc.
N/A—27,101-27,101-100%$6.2M———
Diversified Trust Co
N/A—26,391-26,391-100%$6.0M———
Renaissance Technologies LLC
N/A—26,320-26,320-100%$6.0M———
LaSalle St. Investment Advisors, LLC
N/A—25,933-25,933-100%$5.9M———
Prosperity Consulting Group, LLC
N/A—25,758-25,758-100%$5.8M———
Pacific Financial Group Inc
N/A—25,598-25,598-100%$5.8M———
Chatterton & Associates Inc.
N/A—25,023-25,023-100%$5.8M———
First Foundation Advisors
N/A—25,016-25,016-100%$5.7M———
Sequoia Financial Advisors, LLC
N/A—24,950-24,950-100%$5.7M———
Focus Partners Advisor Solutions, LLC
N/A—24,581-24,581-100%$5.6M———
Hopwood Nicholas Hunter
N/A—24,417-24,417-100%$5.5M———
Ameritas Advisory Services, LLC
N/A—23,853-23,853-100%$5.4M———
Resolute Wealth Strategies, LLC
N/A—23,770-23,770-100%$5.4M———
First Trust Advisors LP
N/A—23,591-23,591-100%$5.4M———
Barnes Wealth Management Group, Inc
N/A—23,460-23,460-100%$5.3M———
Citadel Advisors LLC
N/A—23,297-23,297-100%$5.3M———
Bartlett & Co. Wealth Management LLC
N/A—22,921-22,921-100%$5.2M———
Quotient Wealth Partners, LLC
N/A—22,845-22,845-100%$5.2M———
D. E. Shaw & Co., Inc.
N/A—22,828-22,828-100%$5.2M———
National Philanthropic Trust
N/A—22,475-22,475-100%$5.1M———
RIK Saylor Financial, Inc.
N/A—22,064-22,064-100%$5.0M———
Kickstand Ventures, Llc.
N/A—21,242-21,242-100%$4.8M———
Theory Financial LLC
N/A—21,138-21,138-100%$4.8M———
Redwood Investment Management, LLC
N/A—21,136-21,136-100%$4.8M———
Belpointe Asset Management LLC
N/A—20,921-20,921-100%$4.8M———
Edgar Lomax Co
N/A—20,740-20,740-100%$4.7M———
Twin Focus Capital Partners, LLC
N/A—20,722-20,722-100%$4.7M———
Smithfield Trust Co
N/A—20,686-20,686-100%$4.7M———
Venturi Wealth Management, LLC
N/A—20,622-20,622-100%$4.7M———
Davis Wealth Advisors, LLC
N/A—20,257-20,257-100%$4.6M———
Hilltop Wealth Advisors, LLC
N/A—19,874-19,874-100%$4.5M———
a16z Perennial Management, L.P.
N/A—19,804-19,804-100%$4.5M———
Valor Advisors LLC
N/A—19,772-19,772-100%$4.5M———
Hancock Whitney Corp
N/A—19,498-19,498-100%$4.4M———
Morris Financial Concepts, Inc.
N/A—19,426-19,426-100%$4.4M———
Heritage Wealth Advisors
N/A—19,058-19,058-100%$4.3M———
BTC Capital Management, Inc.
N/A—19,037-19,037-100%$4.3M———
Glen Eagle Advisors, LLC
N/A—18,974-18,974-100%$4.3M———
Rogco, LP
N/A—18,926-18,926-100%$4.3M———
Investment Advisory Group, LLC
N/A—18,659-18,659-100%$4.2M———
IHT Wealth Management, LLC
N/A—18,620-18,620-100%$4.2M———
HRT Financial LP
N/A—18,500-18,500-100%$4.2M———
Centaurus Financial, Inc.
N/A—18,493-18,493-100%$4.2M———
Blalock Williams, LLC
N/A—18,228-18,228-100%$4.1M———
Beto Financial Group, LLC
N/A—18,136-18,136-100%$4.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—18,126-18,126-100%$4.1M———
Alta Wealth Advisors LLC
N/A—18,052-18,052-100%$4.1M———
Western Wealth Management, LLC
N/A—17,678-17,678-100%$4.0M———
Dorsey & Whitney Trust Co LLC
N/A—17,616-17,616-100%$4.0M———
Pinnacle Family Advisors, LLC
N/A—17,572-17,572-100%$4.0M———
LifePlan Investment Advisors, Inc.
N/A—16,913-16,913-100%$3.8M———
Evercore Wealth Management, LLC
N/A—16,631-16,631-100%$3.8M———
CIBC Bancorp USA Inc.
N/A—16,365-16,365-100%$3.7M———
UBS Asset Management Americas LLC
N/A—16,259-16,259-100%$3.7M———
Savvy Advisors, Inc.
N/A—16,039-16,039-100%$3.6M———
Sequent Asset Management, LLC
N/A—15,964-15,964-100%$3.6M———
Coign Capital Advisors LLC
N/A—15,549-15,549-100%$3.5M———
Peregrine Asset Advisers, Inc.
N/A—15,129-15,129-100%$3.4M———
Capital Investment Management, Inc.
N/A—15,126-15,126-100%$3.4M———
Seneca House Advisors
N/A—14,758-14,758-100%$3.4M———
Nwam LLC
N/A—14,562-14,562-100%$3.3M———
Vantage Point Financial LLC
N/A—14,369-14,369-100%$3.3M———
Pgim Custom Harvest LLC
N/A—13,974-13,974-100%$3.2M———
Regimen Wealth, LLC
N/A—13,875-13,875-100%$3.2M———
Brookwood Investment Group LLC
N/A—13,634-13,634-100%$3.1M———
Bank of Hawaii
N/A—13,338-13,338-100%$3.0M———
Truepoint, Inc.
N/A—13,283-13,283-100%$3.0M———
Wellspring Financial Advisors, LLC
N/A—13,220-13,220-100%$3.0M———
Mpwm Advisory Solutions, LLC
N/A—13,172-13,172-100%$3.0M———
Brave Asset Management Inc
N/A—13,152-13,152-100%$3.0M———
PCM Encore, LLC
N/A—12,899-12,899-100%$2.9M———
Calton & Associates, Inc.
N/A—12,444-12,444-100%$2.8M———
AlTi Global, Inc.
N/A—12,426-12,426-100%$2.8M———
Forefront Wealth Partners, LLC
N/A—12,401-12,401-100%$2.8M———
Curtis Wealth Management LLC
N/A—12,360-12,360-100%$2.8M———
Yukon Wealth Management, Inc.
N/A—12,336-12,336-100%$2.8M———
Concorde Asset Management, LLC
N/A—12,279-12,279-100%$2.8M———
EFG International AG
N/A—12,166-12,166-100%$2.8M———
17 Capital Partners, LLC
N/A—12,165-12,165-100%$2.8M———
Operose Advisors LLC
N/A—12,030-12,030-100%$2.7M———
EQ LLC
N/A—11,920-11,920-100%$2.7M———
WealthTrak Capital Management LLC
N/A—11,918-11,918-100%$2.7M———
First Commonwealth Financial Corp
N/A—11,871-11,871-100%$2.7M———
GWN Securities Inc.
N/A—11,708-11,708-100%$2.7M———
Westmount Partners, LLC
N/A—11,704-11,704-100%$2.7M———
Smartleaf Asset Management LLC
N/A—11,611-11,611-100%$2.6M———
Bleakley Financial Group, LLC
N/A—11,500-11,500-100%$2.6M———
Bridges Investment Management Inc
N/A—11,462-11,462-100%$2.6M———
Sonoma Private Wealth LLC
N/A—11,425-11,425-100%$2.6M———
Roble, Belko & Company, Inc
N/A—11,238-11,238-100%$2.6M———
Susquehanna International Group, LLP
N/A—11,085-11,085-100%$2.5M———
Aptus Capital Advisors, LLC
N/A—11,012-11,012-100%$2.5M———
GenTrust, LLC
N/A—10,900-10,900-100%$2.5M———
Scotia Capital Inc.
N/A—10,665-10,665-100%$2.4M———
Fisher Asset Management, LLC
N/A—10,539-10,539-100%$2.4M———
Transamerica Financial Advisors, LLC
N/A—10,479-10,479-100%$2.4M———
Axis Wealth Partners, LLC
N/A—10,313-10,313-100%$2.3M———
New Age Alpha Advisors, LLC
N/A—10,286-10,286-100%$2.3M———
Whittier Trust Co
N/A—10,251-10,251-100%$2.4M———
Kingsview Wealth Management, LLC
N/A—10,064-10,064-100%$2.3M———
Cofg Advisors, LLC
N/A—9,996-9,996-100%$2.3M———
MA Private Wealth
N/A—9,987-9,987-100%$2.3M———
Retirement Income Solutions, Inc
N/A—9,879-9,879-100%$2.1M———
MidFirst Bank
N/A—9,804-9,804-100%$2.2M———
Bessemer Group Inc
N/A—9,676-9,676-100%$2.2M———
Hirtle & Co., LLC
N/A—9,468-9,468-100%$2.1M———
Castle Wealth Management LLC
N/A—9,310-9,310-100%$2.1M———
Transcend Capital Advisors, LLC
N/A—9,210-9,210-100%$2.1M———
Vantus Wealth LLC
N/A—9,173-9,173-100%$2.1M———
Essex Financial Services, Inc.
N/A—9,165-9,165-100%$2.1M———
Sovereign Financial Group, Inc.
N/A—9,152-9,152-100%$2.1M———
Gotham Asset Management, LLC
N/A—9,091-9,091-100%$2.1M———
Private Wealth Asset Management, LLC
N/A—9,085-9,085-100%$2.1M———
Laffer Tengler Investments, Inc.
N/A—9,049-9,049-100%$2.1M———
Tobias Financial Advisors, Inc.
N/A—9,022-9,022-100%$2.0M———
Sachetta, LLC
N/A—8,954-8,954-100%$2.0M———
Brown Brothers Harriman & Co
N/A—8,939-8,939-100%$2.0M———
Kovack Advisors, Inc.
N/A—8,626-8,626-100%$2.0M———
Glenmede Trust Co NA
N/A—8,538-8,538-100%$1.9M———
PFG Investments, LLC
N/A—8,488-8,488-100%$1.9M———
White Pine Capital LLC
N/A—8,418-8,418-100%$1.9M———
Forum Private Client Group LLC
N/A—8,383-8,383-100%$1.9M———
Whittier Trust Co of Nevada Inc
N/A—8,375-8,375-100%$1.9M———
Tiemann Investment Advisors, LLC
N/A—8,359-8,359-100%$1.9M———
Empirical Asset Management, LLC
N/A—8,287-8,287-100%$1.9M———
Plum Street Advisors, LLC
N/A—8,187-8,187-100%$1.9M———
Stonebridge Financial Planning Group, LLC
N/A—8,158-8,158-100%$1.9M———
Hilltop Holdings Inc.
N/A—8,152-8,152-100%$1.9M———
Rathbones Group PLC
N/A—8,089-8,089-100%$1.8M———
HBK Sorce Advisory LLC
N/A—8,045-8,045-100%$1.9M———
Eldridge Investment Advisors, Inc.
N/A—7,885-7,885-100%$1.8M———
Rialto Wealth Management, LLC
N/A—7,865-7,865-100%$1.8M———
Perennial Investment Advisors, LLC
N/A—7,816-7,816-100%$1.8M———
Cary Street Partners Investment Advisory LLC
N/A—7,803-7,803-100%$1.8M———
Vision Retirement, LLC
N/A—7,760-7,760-100%$1.8M———
Elm Partners Management LLC
N/A—7,745-7,745-100%$1.8M———
GeoWealth Management, LLC
N/A—7,712-7,712-100%$1.8M———
HTG Investment Advisors, Inc.
N/A—7,561-7,561-100%$1.7M———
Amara Financial, Llc.
N/A—7,531-7,531-100%$1.7M———
Talisman Wealth Advisors LLC
N/A—7,523-7,523-100%$1.7M———
Traub Capital Management LLC
N/A—7,520-7,520-100%$1.7M———
Oxford Financial Group, Ltd. LLC
N/A—7,518-7,518-100%$1.7M———
Jaffetilchin Investment Partners, LLC
N/A—7,439-7,439-100%$1.7M———
Stephens Inc
N/A—7,407-7,407-100%$1.7M———
Strategies Wealth Advisors, LLC
N/A—7,041-7,041-100%$1.6M———
South Plains Financial, Inc.
N/A—7,016-7,016-100%$1.6M———
Vienna Asset Management LLC
N/A—7,004-7,004-100%$1.6M———
Steelhead Wealth Management LLC
N/A—6,911-6,911-100%$1.6M———
Pitcairn Wealth Advisors LLC
N/A—6,867-6,867-100%$1.6M———
Maripau Wealth Management LLC
N/A—6,819-6,819-100%$1.5M———
QRG Capital Management, Inc.
N/A—6,804-6,804-100%$1.5M———
Lakeridge Wealth Management LLC
N/A—6,725-6,725-100%$1.5M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,672-6,672-100%$1.5M———
King Wealth Management Group
N/A—6,550-6,550-100%$1.5M———
GatePass Capital, LLC
N/A—6,510-6,510-100%$1.5M———
Chevy Chase Trust Holdings, LLC
N/A—6,509-6,509-100%$1.5M———
BBR Partners, LLC
N/A—6,352-6,352-100%$1.4M———
Bearing Point Capital, LLC
N/A—6,343-6,343-100%$1.4M———
Azimuth Capital Investment Management LLC
N/A—6,257-6,257-100%$1.4M———
Johnson Investment Counsel Inc
N/A—6,142-6,142-100%$1.4M———
Qube Research & Technologies Ltd
N/A—6,112-6,112-100%$1.4M———
Argent Trust Co
N/A—6,096-6,096-100%$1.4M———
Resurgent Financial Advisors LLC
N/A—6,067-6,067-100%$1.4M———
Moors & Cabot, Inc.
N/A—6,031-6,031-100%$1.4M———
HighMark Wealth Management LLC
N/A—5,909-5,909-100%$1.3M———
Windward Private Wealth Management Inc.
N/A—5,900-5,900-100%$1.3M———
Bank of Nova Scotia
N/A—5,823-5,823-100%$1.3M———
Wealthgarden F.S. LLC
N/A—5,813-5,813-100%$1.3M———
Xcelsior Advisor Partners LLC
N/A—5,767-5,767-100%$1.3M———
Boston Family Office LLC
N/A—5,743-5,743-100%$1.3M———
Vanguard Personalized Indexing Management, LLC
N/A—5,687-5,687-100%$1.3M———
Rothschild Investment LLC
N/A—5,664-5,664-100%$1.3M———
Donaldson Capital Management, LLC
N/A—5,647-5,647-100%$1.3M———
First National Bank of Omaha
N/A—5,602-5,602-100%$1.3M———
SOA Wealth Advisors, Llc.
N/A—5,436-5,436-100%$1.2M———
Lifeworks Advisors, LLC
N/A—5,404-5,404-100%$1.2M———
Partners Capital Investment Group, LLP
N/A—5,373-5,373-100%$1.2M———
Monograph Wealth Advisors, LLC
N/A—5,315-5,315-100%$1.2M———
Zhang Financial LLC
N/A—5,264-5,264-100%$1.2M———
Pack Private Wealth, LLC
N/A—5,205-5,205-100%$1.2M———
Seeds Investor LLC
N/A—5,183-5,183-100%$1.2M———
Oxinas Partners, LLC
N/A—5,171-5,171-100%$1.2M———
Continuum Advisory, LLC
N/A—5,163-5,163-100%$1.2M———
Cary Street Partners Financial LLC
N/A—5,132-5,132-100%$1.2M———
Curi Capital, LLC
N/A—5,100-5,100-100%$1.2M———
Magnolia Private Wealth, LLC
N/A—5,085-5,085-100%$1.2M———
Waterloo Capital, L.P.
N/A—5,017-5,017-100%$1.1M———
Birnam Oak Advisors, LP
N/A—5,000-5,000-100%$1.1M———
Lowe Brockenbrough & Co Inc
N/A—4,957-4,957-100%$1.1M———
Benjamin Edwards Inc
N/A—4,787-4,787-100%$1.1M———
Russell Investments Group, Ltd.
N/A—4,780-4,780-100%$1.1M———
Silvercrest Asset Management Group LLC
N/A—4,766-4,766-100%$1.1M———
Main Street Financial Solutions, LLC
N/A—4,743-4,743-100%$1.1M———
Matrix Private Capital Group LLC
N/A—4,689-4,689-100%$1.1M———
Pallas Capital Advisors LLC
N/A—4,673-4,673-100%$1.1M———
Summit Trail Advisors, LLC
N/A—4,610-4,610-100%$1.0M———
JT Stratford LLC
N/A—4,600-4,600-100%$1.0M———
Neuberger Berman Group LLC
N/A—4,597-4,597-100%$1.0M———
Fidelis Capital Partners, LLC
N/A—4,584-4,584-100%$1.0M———
Independent Advisor Alliance
N/A—4,566-4,566-100%$1.0M———
Tidemark, LLC
N/A—4,548-4,548-100%$1.0M———
Stratos Wealth Advisors, LLC
N/A—4,526-4,526-100%$1.0M———
Integrated Investment Consultants, LLC
N/A—4,506-4,506-100%$1.0M———
NewEdge Wealth, LLC
N/A—4,506-4,506-100%$1.0M———
SageView Advisory Group, LLC
N/A—4,407-4,407-100%$1.0M———
Ballentine Partners, LLC
N/A—4,405-4,405-100%$1.0M———
S&CO Inc
N/A—4,350-4,350-100%$987.0K———
Coldstream Capital Management Inc
N/A—4,335-4,335-100%$984.2K———
Tower Research Capital LLC (TRC)
N/A—4,334-4,334-100%$984.1K———
SouthState Bank Corp
N/A—4,329-4,329-100%$982.9K———
Glassman Wealth Services
N/A—4,274-4,274-100%$970.5K———
Kiley Juergens Wealth Management, LLC
N/A—4,252-4,252-100%$965.5K———
N.E.W. Advisory Services LLC
N/A—4,208-4,208-100%$955.5K———
Arvest Bank Trust Division
N/A—4,146-4,146-100%$941.4K———
Tudor Investment Corp ET AL
N/A—4,125-4,125-100%$936.6K———
Mayport, LLC
N/A—4,121-4,121-100%$935.8K———
Freestone Capital Holdings, LLC
N/A—4,052-4,052-100%$920.1K———
CFO4Life Group, LLC
N/A—4,021-4,021-100%$913.0K———
Carl P. Sherr & Co., LLC
N/A—4,018-4,018-100%$912.4K———
Thomasville National Bank
N/A—4,000-4,000-100%$908.2K———
Advisors Capital Management, LLC
N/A—3,995-3,995-100%$907.1K———
Pacific Point Advisors, LLC
N/A—3,964-3,964-100%$900.1K———
HighPoint Advisor Group LLC
N/A—3,899-3,899-100%$885.4K———
Crewe Advisors LLC
N/A—3,876-3,876-100%$880.1K———
Dimension Capital Management LLC
N/A—3,873-3,873-100%$879.4K———
Caprock Group, LLC
N/A—3,868-3,868-100%$878.4K———
Edgestream Partners, L.P.
N/A—3,816-3,816-100%$866.5K———
Empower Advisory Group, LLC
N/A—3,792-3,792-100%$860.9K———
JMG Financial Group, Ltd.
N/A—3,783-3,783-100%$859.0K———
CIBC World Market Inc.
N/A—3,782-3,782-100%$858.7K———
Novak & Powell Financial Services, Inc.
N/A—3,779-3,779-100%$858.0K———
Park Place Capital Corp
N/A—3,777-3,777-100%$857.6K———
Atlantic Union Bankshares Corp
N/A—3,754-3,754-100%$852.3K———
Vident Advisory, LLC
N/A—3,742-3,742-100%$849.8K———
Gallagher Fiduciary Advisors, LLC
N/A—3,728-3,728-100%$846.6K———
Wick Capital Partners, LLC
N/A—3,678-3,678-100%$835.1K———
Daybright Advisory Services, Inc.
N/A—3,670-3,670-100%$850.5K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—3,668-3,668-100%$832.9K———
Catalyst Financial Partners LLC
N/A—3,658-3,658-100%$830.6K———
Quantum Portfolio Management LLC
N/A—3,645-3,645-100%$827.6K———
CVA Family Office, LLC
N/A—3,627-3,627-100%$823.5K———
Insigneo Advisory Services, LLC
N/A—3,609-3,609-100%$819.5K———
American Trust
N/A—3,593-3,593-100%$815.8K———
Geometric Wealth Advisors
N/A—3,587-3,587-100%$814.5K———
NorthCoast Asset Management LLC
N/A—3,550-3,550-100%$806.2K———
Exit Wealth Advisors, Llc.
N/A—3,496-3,496-100%$793.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—3,455-3,455-100%$784.6K———
Verity Wealth Advisors
N/A—3,448-3,448-100%$782.9K———
Kintra Wealth, LLC
N/A—3,436-3,436-100%$817.9K———
Kelman-Lazarov, Inc.
N/A—3,419-3,419-100%$776.4K———
Vanguard National Trust Co
N/A—3,407-3,407-100%$773.6K———
Integrity Wealth Solutions LLC
N/A—3,378-3,378-100%$767.0K———
Pine Valley Investments Ltd Liability Co
N/A—3,348-3,348-100%$760.3K———
Millington Financial Advisors, LLC
N/A—3,329-3,329-100%$769.4K———
Davis Selected Advisers
N/A—3,288-3,288-100%$746.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,283-3,283-100%$745.4K———
Chilton Investment Co Inc.
N/A—3,278-3,278-100%$744.3K———
Deutsche Bank Ag\
N/A—3,265-3,265-100%$741.4K———
VestGen Investment Management
N/A—3,222-3,222-100%$731.6K———
1ST Source Bank
N/A—3,190-3,190-100%$724.3K———
Atlanta Consulting Group Advisors, LLC
N/A—3,176-3,176-100%$721.1K———
IMA Advisory Services, Inc.
N/A—3,145-3,145-100%$714.2K———
Kirtland Hills Capital Management, LLC
N/A—3,112-3,112-100%$706.6K———
Meeder Advisory Services, Inc.
N/A—3,043-3,043-100%$690.9K———
HSBC Holdings PLC
N/A—3,000-3,000-100%$681.2K———
Index Technologies Group LLC
N/A—2,994-2,994-100%$679.8K———
Cardiff Park Advisors, LLC
N/A—2,973-2,973-100%$675.0K———
FLP Wealth Management, LLC
N/A—2,962-2,962-100%$672.5K———
Keel Point, LLC
N/A—2,938-2,938-100%$667.1K———
Fiduciary Trust Co
N/A—2,922-2,922-100%$663.6K———
New Republic Capital, LLC
N/A—2,907-2,907-100%$660.2K———
Vanguard Advisers Inc
N/A—2,864-2,864-100%$650.3K———
WNY Asset Management, LLC
N/A—2,863-2,863-100%$650.1K———
Charles Schwab Investment Management Inc
N/A—2,836-2,836-100%$644.0K———
Bellwether Advisors, LLC
N/A—2,820-2,820-100%$640.3K———
Legacy Edge Advisors, LLC
N/A—2,813-2,813-100%$638.7K———
Madison Wealth Partners, Inc
N/A—2,766-2,766-100%$628.2K———
Disciplined Investments, LLC
N/A—2,741-2,741-100%$622.3K———
Fiduciary Financial Advisors
N/A—2,732-2,732-100%$619.5K———
Spirepoint Private Client, LLC
N/A—2,711-2,711-100%$615.6K———
Capital Advisors Inc
N/A—2,698-2,698-100%$612.6K———
Harvest Investment Services, LLC
N/A—2,695-2,695-100%$612.0K———
Haverford Trust Co
N/A—2,691-2,691-100%$611.0K———
Prasad Wealth Partners, LLC
N/A—2,645-2,645-100%$600.6K———
Flputnam Investment Management Co
N/A—2,578-2,578-100%$554.6K———
Advisory Alpha, LLC
N/A—2,554-2,554-100%$580.0K———
Kerr Financial Planning Corp
N/A—2,499-2,499-100%$567.2K———
PSI Advisors, LLC
N/A—2,493-2,493-100%$566.1K———
Hyundai Investments Co., Ltd.
N/A—2,478-2,478-100%$562.9K———
Spinnaker Trust
N/A—2,477-2,477-100%$562.4K———
Benchmark Investment Advisors LLC
N/A—2,464-2,464-100%$559.4K———
Johnson Financial Group, Inc.
N/A—2,416-2,416-100%$548.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,413-2,413-100%$547.9K———
Okabena Investment Services Inc
N/A—2,400-2,400-100%$544.9K———
Wealth Care LLC
N/A—2,387-2,387-100%$541.9K———
United Services Automobile Association
N/A—2,373-2,373-100%$538.8K———
Quent Capital, LLC
N/A—2,365-2,365-100%$537.0K———
Banque Cantonale Vaudoise
N/A—2,340-2,340-100%$531.0K———
Two Sigma Securities, LLC
N/A—2,337-2,337-100%$530.6K———
VSM Wealth Advisory, LLC
N/A—2,334-2,334-100%$529.9K———
Nuveen, LLC
N/A—2,315-2,315-100%$525.6K———
First Western Trust Bank
N/A—2,308-2,308-100%$524.1K———
Sequent Planning LLC
N/A—2,271-2,271-100%$515.6K———
Coastal Bridge Advisors, LLC
N/A—2,179-2,179-100%$494.7K———
Parkwoods Wealth Partners, LLC
N/A—2,165-2,165-100%$491.6K———
Genesis Financial Group, LLC
N/A—2,160-2,160-100%$490.5K———
Envision Financial Transparency, LLC
N/A—2,158-2,158-100%$411.4K———
Element Wealth, LLC
N/A—2,144-2,144-100%$486.8K———
Meramec Financial Planners, LLC
N/A—2,143-2,143-100%$498.0K———
Community Bank, N.A.
N/A—2,141-2,141-100%$486.1K———
Stock Yards Bank & Trust Co
N/A—2,141-2,141-100%$486.1K———
RiverFront Investment Group, LLC
N/A—2,139-2,139-100%$485.7K———
Clarendon Private LLC
N/A—2,114-2,114-100%$479.9K———
Quantbot Technologies LP
N/A—2,100-2,100-100%$476.8K———
Conservest Capital Advisors, Inc.
N/A—2,080-2,080-100%$472.3K———
Tulsa Wealth Advisors, Inc
N/A—2,075-2,075-100%$471.2K———
National Bank of Canada
N/A—2,071-2,071-100%$470.1K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,034-2,034-100%$461.8K———
Wealthfront Advisers LLC
N/A—1,997-1,997-100%$453.4K———
Novus Advisors, LLC
N/A—1,984-1,984-100%$450.5K———
Brand Asset Management Group, Inc.
N/A—1,983-1,983-100%$450.3K———
Legend Capital Advisors LLC
N/A—1,972-1,972-100%$447.8K———
Performance Wealth Partners, LLC
N/A—1,966-1,966-100%$446.3K———
Compass Financial Services Inc
N/A—1,909-1,909-100%$433.5K———
Compass Capital Corp
N/A—1,909-1,909-100%$287.5K———
Ironwood Investment Counsel, LLC
N/A—1,906-1,906-100%$433.0K———
Bank OZK
N/A—1,903-1,903-100%$432.1K———
Protective Life Corp
N/A—1,902-1,902-100%$431.9K———
AssuredPartners Investment Advisors, LLC
N/A—1,901-1,901-100%$431.7K———
Two Sigma Investments, LP
N/A—1,900-1,900-100%$431.4K———
Marex Group Ltd
N/A—1,898-1,898-100%$431.0K———
LGL Partners, LLC
N/A—1,895-1,895-100%$430.4K———
Triton Financial Group Inc
N/A—1,860-1,860-100%$422.4K———
Stratos Investment Management, LLC
N/A—1,843-1,843-100%$418.5K———
Impact Partnership Wealth, LLC
N/A—1,803-1,803-100%$409.3K———
Old North State Trust, LLC
N/A—1,784-1,784-100%$405.0K———
Boston Partners
N/A—1,781-1,781-100%$404.6K———
BankPlus Trust Department
N/A—1,769-1,769-100%$401.7K———
L & S Advisors Inc
N/A—1,747-1,747-100%$396.7K———
Northstar Asset Management Inc
N/A—1,747-1,747-100%$396.6K———
Squarepoint Ops LLC
N/A—1,744-1,744-100%$396.0K———
Mosaic Financial Group, LLC
N/A—1,735-1,735-100%$394.0K———
Beacon Bridge Wealth Partners, LLC
N/A—1,732-1,732-100%$393.3K———
Lcnb Corp
N/A—1,720-1,720-100%$390.5K———
Godfrey Financial Associates, Inc.
N/A—1,711-1,711-100%$388.5K———
Allium Financial Advisors, LLC
N/A—1,709-1,709-100%$388.0K———
Stansberry Asset Management, LLC
N/A—1,691-1,691-100%$384.0K———
Empowered Funds, LLC
N/A—1,679-1,679-100%$381.2K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,675-1,675-100%$380.3K———
American Investment Services, Inc.
N/A—1,666-1,666-100%$378.3K———
Permanent Capital Management, LP
N/A—1,666-1,666-100%$378.2K———
Wimmer Associates 1, LLC
N/A—1,650-1,650-100%$374.6K———
One Capital Management, LLC
N/A—1,635-1,635-100%$345.2K———
Navalign, LLC
N/A—1,611-1,611-100%$365.7K———
URS Advisory LLC
N/A—1,610-1,610-100%$365.5K———
ProVise Management Group, LLC
N/A—1,600-1,600-100%$363.3K———
Fiducient Advisors LLC
N/A—1,579-1,579-100%$358.5K———
VeraBank, N.A.
N/A—1,569-1,569-100%$356.3K———
Francis Financial, Inc.
N/A—1,553-1,553-100%$352.7K———
Caitlin John, LLC
N/A—1,517-1,517-100%$344.4K———
Sargent Investment Group, LLC
N/A—1,501-1,501-100%$340.8K———
Monetary Management Group Inc
N/A—1,500-1,500-100%$340.6K———
Arkos Global Advisors
N/A—1,471-1,471-100%$334.0K———
Wealthquest Corp
N/A—1,466-1,466-100%$332.9K———
Fortis Advisors, LLC
N/A—1,463-1,463-100%$332.1K———
Fairview Capital Investment Management, LLC
N/A—1,428-1,428-100%$324.4K———
Capital Advisor Network LLC
N/A—1,418-1,418-100%$322.0K———
Alpha Financial Partners LLC
N/A—1,417-1,417-100%$321.8K———
Blue Chip Partners, LLC
N/A—1,409-1,409-100%$319.8K———
Black Swift Group, LLC
N/A—1,400-1,400-100%$317.9K———
Strategic Financial Partners, Ltd.
N/A—1,396-1,396-100%$317.0K———
Strathmore Capital Advisors, Inc.
N/A—1,390-1,390-100%$320.5K———
Inspire Advisors, LLC
N/A—1,387-1,387-100%$315.0K———
Kapstone Financial Advisors LLC
N/A—1,382-1,382-100%$313.7K———
Mountain Capital Investment Advisors Inc.
N/A—1,371-1,371-100%$311.3K———
Partners in Financial Planning
N/A—1,363-1,363-100%$309.5K———
JTC Employer Solutions Trustee Ltd
N/A—1,353-1,353-100%$307.0K———
Nalls Sherbakoff Group, LLC
N/A—1,344-1,344-100%$305.2K———
Goodwin Investment Advisory
N/A—1,324-1,324-100%$300.6K———
Zions Bancorporation, National Association
N/A—1,318-1,318-100%$299.3K———
Synergy Investment Management, LLC
N/A—1,307-1,307-100%$296.7K———
Legacy Trust
N/A—1,304-1,304-100%$296.1K———
Copia Wealth Management
N/A—1,300-1,300-100%$295.2K———
Mmbg Investment Advisors Co.
N/A—1,275-1,275-100%$289.5K———
Chesapeake Wealth Management
N/A—1,270-1,270-100%$288.4K———
Campion Asset Management
N/A—1,270-1,270-100%$288.4K———
Berger Financial Group, Inc
N/A—1,264-1,264-100%$287.0K———
Octavia Wealth Advisors, LLC
N/A—1,263-1,263-100%$286.8K———
Proactive Wealth Strategies LLC
N/A—1,254-1,254-100%$284.8K———
Vernal Point Advisors, LLC
N/A—1,250-1,250-100%$283.8K———
CIM, LLC
N/A—1,244-1,244-100%$282.5K———
Garden State Investment Advisory Services LLC
N/A—1,237-1,237-100%$280.9K———
Hantz Financial Services, Inc.
N/A—1,235-1,235-100%$280.0K———
Ellevest, Inc.
N/A—1,234-1,234-100%$280.1K———
Fortress Private Ledger, LLC
N/A—1,223-1,223-100%$277.7K———
Presidio Capital Management, LLC
N/A—1,220-1,220-100%$277.1K———
Fiduciary Group, LLC
N/A—1,210-1,210-100%$274.8K———
Webster Bank, N. A.
N/A—1,193-1,193-100%$270.9K———
HM Payson & Co
N/A—1,191-1,191-100%$270.4K———
Portland Global Advisors LLC
N/A—1,189-1,189-100%$270.0K———
Cape ANN Savings Bank
N/A—1,176-1,176-100%$267.0K———
Dakota Wealth Management
N/A—1,174-1,174-100%$266.5K———
Wellington Grp LLC
N/A—1,170-1,170-100%$247.0K———
Marietta Investment Partners LLC
N/A—1,162-1,162-100%$263.8K———
Simmons Bank
N/A—1,151-1,151-100%$261.3K———
Lazard Asset Management LLC
N/A—1,150-1,150-100%$261.1K———
Hills Bank & Trust Co
N/A—1,146-1,146-100%$260.2K———
Mairs & Power Inc
N/A—1,143-1,143-100%$259.5K———
ST Germain D J Co Inc
N/A—1,130-1,130-100%$256.6K———
Strategic Financial Services, Inc.
N/A—1,130-1,130-100%$256.6K———
Zacks Investment Management
N/A—1,105-1,105-100%$251.0K———
Consilio Wealth Advisors, LLC
N/A—1,098-1,098-100%$249.3K———
Perspective Wealth Advisors LLC
N/A—1,087-1,087-100%$246.8K———
CarsonAllaria Wealth Management, Ltd.
N/A—1,076-1,076-100%$244.4K———
Evolve Private Wealth, LLC
N/A—1,073-1,073-100%$243.6K———
Sage Financial Management Group, Inc.
N/A—1,071-1,071-100%$243.2K———
Accretive Wealth Partners, LLC
N/A—1,068-1,068-100%$242.5K———
Tailwinds Wealth, LLC
N/A—1,067-1,067-100%$242.3K———
NI Acquisitions Company, LLC
N/A—1,046-1,046-100%$237.5K———
Silver Oak Advisory Group, Inc.
N/A—1,026-1,026-100%$232.0K———
Stonebridge Financial Group, LLC
N/A—1,012-1,012-100%$229.0K———
Bienville Capital Management, LLC
N/A—1,007-1,007-100%$228.6K———
One Charles Private Wealth Services, LLC
N/A—1,000-1,000-100%$227.1K———
Farringdon Capital, Ltd.
N/A—991-991-100%$225.0K———
Pennington Partners & Co., LLC
N/A—990-990-100%$224.8K———
Davis R M Inc
N/A—982-982-100%$223.0K———
Ingalls & Snyder LLC
N/A—979-979-100%$222.0K———
Bridgewealth Advisory Group, LLC
N/A—965-965-100%$219.0K———
Castlekeep Investment Advisors LLC
N/A—963-963-100%$218.7K———
IFC Advisors LLC
N/A—958-958-100%$217.5K———
Alerus Financial NA
N/A—951-951-100%$215.9K———
Mathes Company, Inc.
N/A—950-950-100%$216.0K———
First Manhattan Co. Llc.
N/A—947-947-100%$215.0K———
Horizon Investments, LLC
N/A—946-946-100%$214.8K———
Ascension Capital Advisors, Inc.
N/A—943-943-100%$214.1K———
MOR Wealth Management, LLC
N/A—942-942-100%$213.9K———
Sound View Wealth Advisors Group, LLC
N/A—933-933-100%$211.9K———
Hollencrest Capital Management
N/A—931-931-100%$211.5K———
Turim 21 Investimentos Ltda.
N/A—929-929-100%$71.5K———
Strategic Wealth Partners, Ltd.
N/A—925-925-100%$210.0K———
Ethos Financial Group, LLC
N/A—924-924-100%$209.8K———
Red Door Wealth Management, LLC
N/A—921-921-100%$209.1K———
Money Concepts Capital Corp
N/A—920-920-100%$208.9K———
Earned Wealth Advisors, LLC
N/A—913-913-100%$207.4K———
Omnia Family Wealth, LLC
N/A—913-913-100%$207.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—911-911-100%$206.9K———
Uniting Wealth Partners, LLC
N/A—900-900-100%$204.4K———
Wiser Advisor Group LLC
N/A—886-886-100%$201.2K———
Tradewinds, Llc.
N/A—875-875-100%$462.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—869-869-100%$197.5K———
SHP Wealth Management
N/A—864-864-100%$196.2K———
Measured Wealth Private Client Group, LLC
N/A—850-850-100%$193.0K———
Ballast Advisors LLC
N/A—834-834-100%$189.4K———
Dunhill Financial, LLC
N/A—799-799-100%$181.6K———
Raffa Wealth Management, LLC
N/A—786-786-100%$178.5K———
ESL Trust Services, LLC
N/A—753-753-100%$171.0K———
Bogart Wealth, LLC
N/A—741-741-100%$168.3K———
Millstone Evans Group, LLC
N/A—715-715-100%$162.3K———
Stelac Advisory Services LLC
N/A—657-657-100%$149.2K———
Tiaa Trust, National Association
N/A—657-657-100%$149.2K———
Colonial Trust Co / SC
N/A—651-651-100%$147.8K———
Ankerstar Wealth, LLC
N/A—617-617-100%$140.1K———
Family Manage LLC
N/A—616-616-100%$139.9K———
Topsail Wealth Management, LLC
N/A—604-604-100%$137.1K———
Greykasell Wealth Strategies, Inc.
N/A—576-576-100%$130.8K———
Front Row Advisors LLC
N/A—560-560-100%$132.4K———
Financial Life Planners
N/A—557-557-100%$126.5K———
Napier Financial, LLC
N/A—550-550-100%$124.9K———
Black Cypress Capital Management, LLC
N/A—539-539-100%$122.5K———
Atlas Capital Advisors Inc.
N/A—516-516-100%$117.2K———
Darwin Wealth Management, LLC
N/A—516-516-100%$117.3K———
WealthCollab, LLC
N/A—436-436-100%$99.0K———
Ameriflex Group, Inc.
N/A—428-428-100%$97.2K———
Top Private Wealth Llc.
N/A—423-423-100%$95.9K———
Silver OAK Securities, Incorporated
N/A—417-417-100%$94.7K———
Cordant, Inc.
N/A—373-373-100%$84.7K———
Tiaa Wealth Investment Management LLC
N/A—365-365-100%$82.9K———
Rice Partnership, LLC
N/A—364-364-100%$82.7K———
Proffitt & Goodson Inc
N/A—362-362-100%$82.2K———
CoreFirst Bank & Trust
N/A—355-355-100%$80.6K———
IAG Wealth Partners, LLC
N/A—352-352-100%$79.9K———
Regatta Research & Money Management
N/A—345-345-100%$78.3K———
Bernard Wealth Management Corp.
N/A—345-345-100%$78.3K———
Oakmont Advisory Group, LLC
N/A—325-325-100%$73.8K———
Strive Financial Group,LLC
N/A—310-310-100%$70.4K———
Paladin Advisory Group, LLC
N/A—302-302-100%$68.6K———
Fourth Dimension Wealth, LLC
N/A—290-290-100%$65.9K———
JPL Wealth Management, LLC
N/A—284-284-100%$64.5K———
Morgan Dempsey Capital Management LLC
N/A—280-280-100%$63.6K———
Steigerwald, Gordon & Koch Inc.
N/A—276-276-100%$62.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—261-261-100%$59.3K———
Institute for Wealth Management, Llc.
N/A—254-254-100%$57.6K———
Crews Bank & Trust
N/A—234-234-100%$53.1K———
Burnham & Co LLC
N/A—225-225-100%$51.1K———
HHM Wealth Advisors, LLC
N/A—225-225-100%$51.1K———
Forum Finance Group S.A.
N/A—210-210-100%$39———
Abound Financial, LLC
N/A—202-202-100%$45.9K———
Morse Asset Management, Inc
N/A—200-200-100%$45.4K———
Graney & King, LLC
N/A—193-193-100%$43.8K———
Keating Financial Advisory Services, Inc.
N/A—192-192-100%$43.6K———
Knuff & Co LLC
N/A—175-175-100%$39.7K———
one8zero8, LLC
N/A—175-175-100%$39.7K———
TD Capital Management LLC
N/A—169-169-100%$38.3K———
Walsh & Associates, LLC
N/A—164-164-100%$37.2K———
Sankala Group LLC
N/A—159-159-100%$37.7K———
Hamrick Investment Counsel, llc
N/A—140-140-100%$31.8K———
Financial Gravity Companies, Inc.
N/A—120-120-100%$27.2K———
Frazier Financial Advisors, LLC
N/A—111-111-100%$25.2K———
Truvestments Capital LLC
N/A—100-100-100%$22.7K———
Fortis Group Advisors, LLC
N/A—100-100-100%$22.7K———
Great Lakes Advisors, LLC
N/A—97-97-100%$21.9K———
Pinney & Scofield, Inc.
N/A—87-87-100%$19.8K———
MRP Capital Investments, LLC
N/A—76-76-100%$17.3K———
10Elms LLP
N/A—74-74-100%$16.9K———
Bellevue Asset Management, LLC
N/A—74-74-100%$17.0K———
Orion Capital Management LLC
N/A—73-73-100%$16.6K———
Colonial Trust Advisors
N/A—65-65-100%$14.8K———
Timmons Wealth Management, LLC
N/A—65-65-100%$14.7K———
Chesapeake Asset Management LLC
N/A—61-61-100%$13.9K———
Field & Main Bank
N/A—61-61-100%$13.9K———
Addison Advisors LLC
N/A—61-61-100%$13.9K———
Collier Financial
N/A—49-49-100%$11.0K———
Bruce G. Allen Investments, LLC
N/A—46-46-100%$10.4K———
Imprint Wealth LLC
N/A—44-44-100%$10.0K———
Mcguire Capital Advisors Inc
N/A—37-37-100%$8.4K———
Richard W. Paul & Associates, LLC
N/A—26-26-100%$5.9K———
Cheviot Value Management, LLC
N/A—22-22-100%$5.0K———
PIN OAK Investment Advisors Inc
N/A—20-20-100%$5———
Chelsea Counsel Co
N/A—20-20-100%$4.5K———
Coppell Advisory Solutions LLC
N/A—17-17-100%$17.6M———
Nova Wealth Management, Inc.
N/A—15-15-100%$3.4K———
Pursuit Wealth Strategies, LLC
N/A—12-12-100%$2.7K———
XP Advisory US, Inc.
N/A—11-11-100%$2.5K———
Timbuktu Capital Management, LLC
N/A—9-9-100%$2.0K———
Optiver Holding B.V.
N/A—7-7-100%$1.6K———
Showing 1823 of 1823 institutions