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Ishares Russell Mid-Cap Valu (IWS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
DECREASED
Shares1,971,552 from 1,985,054
Change-13,502 (-1%)
Value$316.9M (-$9.8M)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares1,851,574 from 2,408,682
Change-557,108 (-23%)
Value$297.6M (-$98.8M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares1,695,913 from 1,868,064
Change-172,151 (-9%)
Value$272.6M (-$34.9M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,274,667 from 1,220,367
Change+54,300 (+4%)
Value$204.9M (+$4.0M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares1,207,780 from 1,224,739
Change-16,959 (-1%)
Value$194.1M (-$7.5M)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,044,629 from 1,043,989
Change+640 (+0%)
Value$167.9M (-$3.9M)
Filed 2026-10-27
Zions Bancorporation, National Association
DECREASED
Shares902,435 from 940,874
Change-38,439 (-4%)
Value$145.1M (-$9.8M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED
Shares783,511 from 761,386
Change+22,125 (+3%)
Value$125.9M (+$617.4K)
Filed 2026-10-26
Stephens Group Asset Management, LLC
DECREASED
Shares680,980 from 709,976
Change-28,996 (-4%)
Value$109.5M (-$7.4M)
Filed 2026-10-09
Money Concepts Capital Corp
INCREASED
Shares477,110 from 443,267
Change+33,843 (+8%)
Value$76.7M (+$3.7M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares438,776 from 433,102
Change+5,674 (+1%)
Value$70.5M (-$759.7K)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares324,496 from 308,877
Change+15,619 (+5%)
Value$52.2M (+$1.3M)
Filed 2026-11-04
AMG National Trust Bank
DECREASED
Shares306,428 from 309,347
Change-2,919 (-1%)
Value$49.3M (-$1.7M)
Filed 2026-11-05
Chicago Partners Investment Group LLC
DECREASED
Shares250,450 from 251,143
Change-693 (0%)
Value$42.2M (+$762.1K)
Filed 2026-10-27
SVB Wealth LLC
DECREASED
Shares248,766 from 276,422
Change-27,656 (-10%)
Value$40.0M (-$5.5M)
Filed 2026-11-06
Cedar Mountain Advisors, LLC
DECREASED
Shares241,344 from 252,713
Change-11,369 (-4%)
Value$38.8M (-$2.8M)
Filed 2026-10-15
Globalt Investments LLC / GA
DECREASED
Shares238,962 from 246,217
Change-7,255 (-3%)
Value$38.4M (-$2.1M)
Filed 2026-10-27
Lpwm LLC
DECREASED
Shares215,015 from 216,410
Change-1,395 (-1%)
Value$34.6M (-$1.1M)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares195,770 from 202,538
Change-6,768 (-3%)
Value$31.5M (-$1.9M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares193,338 from 196,189
Change-2,851 (-1%)
Value$31.1M (-$1.2M)
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares183,178 from 181,221
Change+1,957 (+1%)
Value$29.4M (-$384.9K)
Filed 2026-10-22
First Citizens Asset Management, Inc.
INCREASED
Shares167,604 from 165,173
Change+2,431 (+1%)
Value$26.9M (-$246.8K)
Filed 2026-11-06
Rodgers & Associates, LTD
DECREASED
Shares164,719 from 165,969
Change-1,250 (-1%)
Value$26.5M (-$841.6K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares163,733 from 169,326
Change-5,593 (-3%)
Value$26.3M (-$1.6M)
Filed 2026-11-02
Parkway Wealth Management Group, LLC
DECREASED
Shares162,800 from 165,703
Change-2,903 (-2%)
Value$26.2M (-$1.1M)
Filed 2026-10-20
RTD Financial Advisors, Inc.
DECREASED
Shares141,776 from 143,704
Change-1,928 (-1%)
Value$22.8M (-$864.5K)
Filed 2026-10-09
Merit Financial Group, LLC
INCREASED
Shares137,507 from 10,693
Change+126,814 (+1186%)
Value$22.1M (+$20.3M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares133,408 from 130,880
Change+2,528 (+2%)
Value$21.4M (-$98.9K)
Filed 2026-11-02
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares125,841 from 124,862
Change+979 (+1%)
Value$20.2K (-$365)
Filed 2026-10-01
Evergreen Capital Management LLC
INCREASED
Shares116,219 from 112,413
Change+3,806 (+3%)
Value$18.7M (+$177.9K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares114,846 from 4,743
Change+110,103 (+2321%)
Value$18.9M (+$18.1M)
Filed 2026-11-06
Fifth Third Securities, Inc.
DECREASED
Shares111,331 from 114,199
Change-2,868 (-3%)
Value$17.9M (-$901.9K)
Filed 2026-10-21
Kingdom Financial Group Llc.
INCREASED
Shares101,977 from 97,730
Change+4,247 (+4%)
Value$16.4M (+$305.4K)
Filed 2026-11-04
Avantax Planning Partners, Inc.
DECREASED
Shares94,447 from 111,409
Change-16,962 (-15%)
Value$15.2M (-$3.2M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares94,414 from 83,598
Change+10,816 (+13%)
Value$15.2M (+$1.4M)
Filed 2026-11-06
Bishop & Co Investment Management, LLC
DECREASED
Shares91,724 from 92,765
Change-1,041 (-1%)
Value$14.7M (-$525.3K)
Filed 2026-11-05
Occidental Asset Management, LLC
DECREASED
Shares91,100 from 92,587
Change-1,487 (-2%)
Value$14.6M (-$596.4K)
Filed 2026-11-05
First Horizon Corp
DECREASED
Shares87,830 from 94,904
Change-7,074 (-7%)
Value$14.1M (-$1.5M)
Filed 2026-10-26
Bokf, NA
DECREASED
Shares87,177 from 89,096
Change-1,919 (-2%)
Value$14.0M (-$652.4K)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares82,212 from 81,640
Change+572 (+1%)
Value$13.2M (-$223.5K)
Filed 2026-11-06
Savant Capital, LLC
DECREASED
Shares81,561 from 81,731
Change-170 (0%)
Value$13.1M (-$345.1K)
Filed 2026-11-06
LifeWealth Investments, LLC
INCREASED
Shares77,602 from 77,276
Change+326 (+0%)
Value$12.5M (-$245.9K)
Filed 2026-10-21
Investment Partners, Ltd.
INCREASED
Shares74,046 from 38,732
Change+35,314 (+91%)
Value$11.9M (+$5.5M)
Filed 2026-10-29
WestHill Financial Advisors, Inc.
DECREASED
Shares73,378 from 74,979
Change-1,601 (-2%)
Value$11.8M (-$546.9K)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares73,070 from 66,581
Change+6,489 (+10%)
Value$11.7M (+$786.2K)
Filed 2026-11-05
Sentinel Advisory Group, LLC
INCREASED
Shares70,625 from 68,855
Change+1,770 (+3%)
Value$11.4M (+$18.7K)
Filed 2026-10-20
XML Financial, LLC
INCREASED
Shares68,415 from 68,063
Change+352 (+1%)
Value$11.0M (-$206.0K)
Filed 2026-10-29
Sterling Capital Management LLC
DECREASED
Shares65,104 from 119,234
Change-54,130 (-45%)
Value$10.5M (-$9.2M)
Filed 2026-10-22
Conning Inc.
INCREASED
Shares63,591 from 59,718
Change+3,873 (+6%)
Value$10.2M (+$392.0K)
Filed 2026-10-27
Howard Bailey Securities, LLC
INCREASED
Shares62,473 from 61,554
Change+919 (+1%)
Value$10.0M (-$89.8K)
Filed 2026-10-27
Corundum Group, Inc.
INCREASED
Shares62,246 from 61,801
Change+445 (+1%)
Value$10.0M (-$167.0K)
Filed 2026-10-28
MFA Wealth Advisors, LLC
INCREASED
Shares58,612 from 9,882
Change+48,730 (+493%)
Value$9.4M (+$7.8M)
Filed 2026-10-07
Park Avenue Securities LLC
INCREASED
Shares58,612 from 55,875
Change+2,737 (+5%)
Value$9.4K (-$9.2M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares58,411 from 60,364
Change-1,953 (-3%)
Value$9.6M (-$413.0K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares54,461 from 51,861
Change+2,600 (+5%)
Value$8.8K (-$8.5M)
Filed 2026-11-02
Legacy Edge Advisors, LLC
DECREASED
Shares54,376 from 55,797
Change-1,421 (-3%)
Value$8.7M (-$443.8K)
Filed 2026-11-06
Inlight Wealth Management, LLC
DECREASED
Shares53,794 from 53,876
Change-82 (0%)
Value$8.6M (-$221.1K)
Filed 2026-10-21
Powell Investment Advisors, LLC
INCREASED
Shares53,259 from 53,243
Change+16 (+0%)
Value$8.6M (-$202.9K)
Filed 2026-10-22
Inspirion Wealth Advisors, LLC
DECREASED
Shares52,781 from 53,012
Change-231 (0%)
Value$8.5M (-$255.1K)
Filed 2026-10-09
UMB Bank, n.a.
DECREASED
Shares51,934 from 54,824
Change-2,890 (-5%)
Value$8.3M (-$676.2K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
DECREASED
Shares51,551 from 55,347
Change-3,796 (-7%)
Value$8.3M (-$823.8K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares48,141 from 43,769
Change+4,372 (+10%)
Value$7.7M (+$533.8K)
Filed 2026-10-08
Ticino Wealth
INCREASED
Shares46,452 from 46,411
Change+41 (+0%)
Value$7.5M (-$172.6K)
Filed 2026-10-13
James J. Burns & Company, LLC
DECREASED
Shares46,324 from 47,117
Change-793 (-2%)
Value$7.4M (-$309.7K)
Filed 2026-10-22
Processus Wealth & Capital Management, LLC
DECREASED
Shares45,793 from 46,478
Change-685 (-1%)
Value$7.4M (-$289.5K)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares44,576 from 46,208
Change-1,632 (-4%)
Value$7.2M (-$440.7K)
Filed 2026-10-28
Key Capital Management, Inc
INCREASED
Shares43,812 from 38,806
Change+5,006 (+13%)
Value$7.0M (+$654.9K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
INCREASED
Shares43,378 from 43,316
Change+62 (+0%)
Value$7.0M (-$157.2K)
Filed 2026-10-22
Accredited Investors Inc.
DECREASED
Shares42,349 from 42,995
Change-646 (-1%)
Value$6.8M (-$269.8K)
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares42,200 from 47,350
Change-5,150 (-11%)
Value$6.8M (-$1.0M)
Filed 2026-10-23
Montgomery Financial Services LLC
INCREASED
Shares40,681 from 39,630
Change+1,051 (+3%)
Value$6.5M (+$15.8K)
Filed 2026-11-03
Midwest Trust Co
DECREASED
Shares40,011 from 40,508
Change-497 (-1%)
Value$6.4M (-$236.2K)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED
Shares39,920 from 194,138
Change-154,218 (-79%)
Value$6.4M (-$25.5M)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares38,985 from 38,937
Change+48 (+0%)
Value$6.3M (-$142.6K)
Filed 2026-10-14
First Merchants Corp
INCREASED
Shares38,951 from 37,494
Change+1,457 (+4%)
Value$6.3M (+$89.5K)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares38,275 from 36,715
Change+1,560 (+4%)
Value$6.2M (+$109.0K)
Filed 2026-10-23
Mullaney, Keating & Wright, Inc.
DECREASED
Shares37,911 from 39,823
Change-1,912 (-5%)
Value$6.1M (-$461.1K)
Filed 2026-10-19
Kelsey Financial, LLC
DECREASED
Shares34,804 from 36,016
Change-1,212 (-3%)
Value$5.6M (-$333.8K)
Filed 2026-10-28
Regions Financial Corp
DECREASED
Shares34,638 from 36,928
Change-2,290 (-6%)
Value$5.6M (-$510.6K)
Filed 2026-11-05
Councilor Wealth, LLC
DECREASED
Shares34,056 from 35,451
Change-1,395 (-4%)
Value$5.5M (-$361.2K)
Filed 2026-10-09
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares33,788 from 41,232
Change-7,444 (-18%)
Value$5.4M (-$1.4M)
Filed 2026-10-09
Falcon Wealth Planning
INCREASED
Shares33,638 from 32,213
Change+1,425 (+4%)
Value$5.4M (+$104.6K)
Filed 2026-11-06
Focus Financial Network, Inc.
INCREASED
Shares33,583 from 33,437
Change+146 (+0%)
Value$5.4M (-$105.6K)
Filed 2026-10-14
Principal Financial Group Inc
INCREASED
Shares33,425 from 15,825
Change+17,600 (+111%)
Value$5.4M (+$2.8M)
Filed 2026-11-02
McAdam, LLC
DECREASED
Shares32,854 from 33,846
Change-992 (-3%)
Value$5.3M (-$290.1K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares32,526 from 32,174
Change+352 (+1%)
Value$5.2M (-$67.7K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares32,190 from 27,518
Change+4,672 (+17%)
Value$5.2M (+$644.6K)
Filed 2026-10-16
LWM Advisors Inc
INCREASED
Shares31,544 from 31,446
Change+98 (+0%)
Value$5.1M (-$105.7K)
Filed 2026-10-08
Community Bank, N.A.
DECREASED
Shares30,035 from 30,065
Change-30 (0%)
Value$4.8M (-$120.9K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares29,776 from 27,136
Change+2,640 (+10%)
Value$4.8M (+$319.6K)
Filed 2026-11-05
City Holding Co
INCREASED
Shares29,679 from 28,459
Change+1,220 (+4%)
Value$4.8M (+$86.2K)
Filed 2026-10-19
Moran Wealth Management, LLC
DECREASED
Shares29,603 from 78,357
Change-48,754 (-62%)
Value$4.8M (-$8.1M)
Filed 2026-10-22
VestGen Advisors, LLC
DECREASED
Shares29,126 from 29,798
Change-672 (-2%)
Value$4.7M (-$223.0K)
Filed 2026-10-27
Auour Investments LLC
DECREASED
Shares28,851 from 29,101
Change-250 (-1%)
Value$4.6M (-$152.6K)
Filed 2026-10-28
ARK & TLK Investments, LLC
UNCHANGED
Shares28,477 from 28,477
Change0 (0%)
Value$4.6M (-$109.9K)
Filed 2026-10-20
Arcadia Wealth Management, LLC
DECREASED
Shares27,394 from 42,775
Change-15,381 (-36%)
Value$4.4M (-$2.6M)
Filed 2026-10-22
Ascent Group, LLC
DECREASED
Shares26,625 from 26,936
Change-311 (-1%)
Value$4.3M (-$154.0K)
Filed 2026-10-30
Eukles Asset Management
INCREASED
Shares26,252 from 22,963
Change+3,289 (+14%)
Value$4.2M (+$440.1K)
Filed 2026-11-04
Connecticut Wealth Management, LLC
UNCHANGED
Shares26,054 from 26,054
Change0 (0%)
Value$4.2M (-$100.6K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
DECREASED
Shares24,522 from 24,658
Change-136 (-1%)
Value$3.9M (-$117.0K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares24,193 from 18,127
Change+6,066 (+33%)
Value$3.9M (+$905.0K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
INCREASED
Shares24,175 from 17,167
Change+7,008 (+41%)
Value$3.9M (+$1.1M)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares23,528 from 24,464
Change-936 (-4%)
Value$3.8M (-$244.9K)
Filed 2026-10-23
Sage Financial Group Inc
DECREASED
Shares23,310 from 23,453
Change-143 (-1%)
Value$3.7M (-$113.5K)
Filed 2026-10-27
MSH Capital Advisors LLC
DECREASED
Shares23,131 from 24,826
Change-1,695 (-7%)
Value$3.7M (-$368.3K)
Filed 2026-11-03
Equitable Trust Co
INCREASED
Shares22,899 from 22,541
Change+358 (+2%)
Value$3.7M (-$29.5K)
Filed 2026-10-13
Friday Financial
INCREASED
Shares22,888 from 6,966
Change+15,922 (+229%)
Value$3.7M (+$2.5M)
Filed 2026-10-09
Amarillo National Bank
UNCHANGED
Shares22,592 from 22,592
Change0 (0%)
Value$3.6M (-$87.2K)
Filed 2026-10-23
Tectonic Advisors LLC
DECREASED
Shares22,445 from 23,289
Change-844 (-4%)
Value$3.6M (-$225.6K)
Filed 2026-10-22
Hapanowicz & Associates Financial Services, Inc
DECREASED
Shares21,735 from 21,935
Change-200 (-1%)
Value$3.5M (-$116.8K)
Filed 2026-10-29
Condor Capital Management
INCREASED
Shares21,648 from 21,586
Change+62 (+0%)
Value$3.5M (-$73.4K)
Filed 2026-11-06
Whitegate Investment Counselors, Inc.
DECREASED
Shares21,359 from 21,394
Change-35 (0%)
Value$3.4M (-$88.2K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares20,906 from 20,809
Change+97 (+0%)
Value$3.4M (-$64.7K)
Filed 2026-10-26
First Pacific Financial
DECREASED
Shares20,812 from 20,950
Change-138 (-1%)
Value$3.3M (-$103.1K)
Filed 2026-10-14
Q3 Asset Management
DECREASED
Shares20,428 from 20,541
Change-113 (-1%)
Value$3.3M (-$98.0K)
Filed 2026-11-06
Atlas Brown,Inc.
DECREASED
Shares20,020 from 20,039
Change-19 (0%)
Value$3.2M (-$80.3K)
Filed 2026-10-09
Anchor Capital Advisors LLC
DECREASED
Shares19,647 from 236,815
Change-217,168 (-92%)
Value$3.2M (-$35.8M)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares19,183 from 19,031
Change+152 (+1%)
Value$3.1M (-$48.9K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares19,048 from 19,284
Change-236 (-1%)
Value$3.1M (-$112.4K)
Filed 2026-10-22
HBK Sorce Advisory LLC
DECREASED
Shares19,008 from 23,675
Change-4,667 (-20%)
Value$3.2M (-$829.0K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares18,844 from 17,965
Change+879 (+5%)
Value$3.0M (+$71.9K)
Filed 2026-10-16
Telos Capital Management, Inc.
INCREASED
Shares18,843 from 17,820
Change+1,023 (+6%)
Value$3.0M (+$95.7K)
Filed 2026-11-02
Capital Squared Financial LLC
DECREASED
Shares18,457 from 18,600
Change-143 (-1%)
Value$3.0M (-$94.7K)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares18,279 from 53,724
Change-35,445 (-66%)
Value$2.9M (-$5.9M)
Filed 2026-10-21
Heck Capital Advisors, LLC
INCREASED
Shares18,227 from 17,216
Change+1,011 (+6%)
Value$2.9M (+$96.1K)
Filed 2026-10-14
Brady Martz Wealth Solutions, LLC
DECREASED
Shares18,067 from 23,696
Change-5,629 (-24%)
Value$2.9M (-$996.2K)
Filed 2026-11-05
HUB Investment Partners, LLC
DECREASED
Shares17,544 from 17,797
Change-253 (-1%)
Value$2.8M (-$109.3K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares17,143 from 17,093
Change+50 (+0%)
Value$2.8M (-$58.1K)
Filed 2026-11-03
LMG Wealth Partners, LLC
UNCHANGED
Shares17,142 from 17,142
Change0 (0%)
Value$2.8M (-$66.2K)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
DECREASED
Shares16,934 from 17,912
Change-978 (-5%)
Value$2.7M (-$226.3K)
Filed 2026-10-14
Nations Financial Group Inc,
DECREASED
Shares16,763 from 18,145
Change-1,382 (-8%)
Value$2.7M (-$292.1K)
Filed 2026-11-05
Allegheny Financial Group
INCREASED
Shares16,404 from 16,283
Change+121 (+1%)
Value$2.6M (-$43.5K)
Filed 2026-11-05
Noble Family Wealth, LLC
UNCHANGED
Shares16,244 from 16,244
Change0 (0%)
Value$2.6M (-$62.7K)
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares15,773 from 16,074
Change-301 (-2%)
Value$2.5M (-$110.5K)
Filed 2026-11-04
Quadrant Capital Group LLC
UNCHANGED
Shares14,474 from 14,474
Change0 (0%)
Value$2.4M (+$12.0K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED
Shares14,220 from 14,339
Change-119 (-1%)
Value$2.3M (-$74.5K)
Filed 2026-10-19
Alpine Bank Wealth Management
UNCHANGED
Shares14,212 from 14,212
Change0 (0%)
Value$2.3M (-$54.9K)
Filed 2026-10-16
Goelzer Investment Management, Inc.
DECREASED
Shares13,936 from 13,956
Change-20 (0%)
Value$2.2M (-$57.1K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares13,854 from 14,009
Change-155 (-1%)
Value$2.2M (-$79.0K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares13,338 from 12,867
Change+471 (+4%)
Value$2.1M (+$26.0K)
Filed 2026-10-28
Horst & Graben Wealth Management LLC
DECREASED
Shares13,213 from 13,469
Change-256 (-2%)
Value$2.1M (-$96.5K)
Filed 2026-11-02
Choreo, LLC
DECREASED
Shares12,807 from 13,238
Change-431 (-3%)
Value$2.1M (-$120.4K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares12,242 from 7,730
Change+4,512 (+58%)
Value$2.0M (+$695.5K)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares12,208 from 3,454
Change+8,754 (+253%)
Value$2.0M (+$1.4M)
Filed 2026-11-06
Csenge Advisory Group
DECREASED
Shares12,192 from 12,221
Change-29 (0%)
Value$2.0M (-$51.8K)
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares11,799 from 17,084
Change-5,285 (-31%)
Value$1.9M (-$915.5K)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares11,619 from 10,685
Change+934 (+9%)
Value$1.9M (+$108.8K)
Filed 2026-10-28
Eagle Strategies LLC
DECREASED
Shares11,604 from 11,673
Change-69 (-1%)
Value$1.9M (-$56.2K)
Filed 2026-10-16
Courier Capital LLC
INCREASED
Shares11,512 from 11,489
Change+23 (+0%)
Value$1.9M (-$40.7K)
Filed 2026-10-19
Insight 2811, Inc.
INCREASED
Shares11,220 from 11,213
Change+7 (+0%)
Value$1.8M (-$42.2K)
Filed 2026-11-06
TD Private Client Wealth LLC
DECREASED
Shares11,171 from 11,322
Change-151 (-1%)
Value$1.8M (-$68.0K)
Filed 2026-10-28
Legacy Bridge, LLC
UNCHANGED
Shares10,950 from 10,950
Change0 (0%)
Value$1.8M (-$42.3K)
Filed 2026-10-28
Nuance Investments, LLC
DECREASED
Shares10,939 from 22,856
Change-11,917 (-52%)
Value$1.8M (-$2.0M)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED
Shares10,931 from 9,151
Change+1,780 (+19%)
Value$1.8M (+$250.8K)
Filed 2026-10-20
Trust Point Inc.
DECREASED
Shares10,864 from 10,991
Change-127 (-1%)
Value$1.7M (-$62.8K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares10,846 from 9,554
Change+1,292 (+14%)
Value$1.8M (+$271.8K)
Filed 2026-11-04
Vertrix Wealth Management, LLC
DECREASED
Shares10,529 from 11,268
Change-739 (-7%)
Value$1.7M (-$162.3K)
Filed 2026-10-13
Bedel Financial Consulting, Inc.
DECREASED
Shares10,273 from 10,294
Change-21 (0%)
Value$1.7M (-$43.1K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares10,112 from 8,701
Change+1,411 (+16%)
Value$1.6M (+$193.2K)
Filed 2026-10-23
Affinity Capital Advisors, LLC
DECREASED
Shares9,998 from 10,358
Change-360 (-3%)
Value$1.6M (-$71.6K)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares9,917 from 18,223
Change-8,306 (-46%)
Value$1.6M (-$1.4M)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares9,872 from 9,103
Change+769 (+8%)
Value$1.6M (+$88.5K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares9,773 from 9,733
Change+40 (+0%)
Value$1.6M (-$27.0K)
Filed 2026-11-05
Granville Capital, Inc.
UNCHANGED
Shares9,701 from 9,701
Change0 (0%)
Value$1.6M (-$37.4K)
Filed 2026-11-05
MV Capital Management, Inc.
DECREASED
Shares9,603 from 9,720
Change-117 (-1%)
Value$1.5M (-$56.3K)
Filed 2026-10-29
Global Trust Wealth Management LLC
INCREASED
Shares9,298 from 9,291
Change+7 (+0%)
Value$1.5M (-$34.7K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares9,285 from 7,393
Change+1,892 (+26%)
Value$1.5M (+$275.5K)
Filed 2026-10-21
Sonata Capital Group Inc
DECREASED
Shares9,256 from 9,301
Change-45 (0%)
Value$1.5M (-$43.1K)
Filed 2026-10-19
Luts & Greenleigh Group, Inc.
DECREASED
Shares9,207 from 9,307
Change-100 (-1%)
Value$1.5M (-$51.9K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares8,897 from 5,850
Change+3,047 (+52%)
Value$1.4M (+$467.1K)
Filed 2026-10-22
Secure Asset Management, LLC
DECREASED
Shares8,759 from 10,719
Change-1,960 (-18%)
Value$1.4M (-$356.5K)
Filed 2026-10-19
Clearwave Capital, LLC
DECREASED
Shares8,750 from 9,136
Change-386 (-4%)
Value$1.4M (-$97.3K)
Filed 2026-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares8,687 from 8,563
Change+124 (+1%)
Value$1.5M (+$38.9K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares8,536 from 6,865
Change+1,671 (+24%)
Value$1.4M (+$242.1K)
Filed 2026-10-26
Allstreet Capital Advisors LLC
DECREASED
Shares8,420 from 8,683
Change-263 (-3%)
Value$1.4M (-$75.8K)
Filed 2026-11-04
Evensky & Katz LLC
DECREASED
Shares8,319 from 8,343
Change-24 (0%)
Value$1.3K (-$1.4M)
Filed 2026-10-27
FWG Investments, Llc.
DECREASED
Shares8,239 from 8,914
Change-675 (-8%)
Value$1.3M (-$143.0K)
Filed 2026-11-03
Saxon Interests, Inc.
DECREASED
Shares8,231 from 8,283
Change-52 (-1%)
Value$1.3M (-$40.3K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares8,064 from 5,120
Change+2,944 (+58%)
Value$1.3M (+$453.5K)
Filed 2026-10-23
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares7,999 from 7,999
Change0 (0%)
Value$1.3M (-$30.9K)
Filed 2026-10-29
Rebalance, LLC
INCREASED
Shares7,986 from 7,957
Change+29 (+0%)
Value$1.3M (-$26.1K)
Filed 2026-10-22
Financial Guidance Group, Inc.
DECREASED
Shares7,943 from 8,103
Change-160 (-2%)
Value$1.3M (-$57.0K)
Filed 2026-10-21
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares7,920 from 7,920
Change0 (0%)
Value$1.3M (-$30.6K)
Filed 2026-10-13
Glenview Trust Co
UNCHANGED
Shares7,760 from 7,760
Change0 (0%)
Value$1.2M (-$30.0K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
INCREASED
Shares7,632 from 7,626
Change+6 (+0%)
Value$1.2M (-$28.6K)
Filed 2026-11-02
ADE, LLC
INCREASED
Shares7,586 from 7,579
Change+7 (+0%)
Value$1.2M (-$28.2K)
Filed 2026-10-29
Norden Group LLC
UNCHANGED
Shares7,569 from 7,569
Change0 (0%)
Value$1.2M (-$29.2K)
Filed 2026-10-20
Parkside Financial Bank & Trust
DECREASED
Shares7,397 from 7,731
Change-334 (-4%)
Value$1.2M (-$83.5K)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
DECREASED
Shares7,288 from 7,372
Change-84 (-1%)
Value$1.2M (-$42.0K)
Filed 2026-11-04
Home Federal Bank of Tennessee
DECREASED
Shares7,267 from 7,421
Change-154 (-2%)
Value$1.2M (-$53.4K)
Filed 2026-10-15
First National Trust Co
DECREASED
Shares7,259 from 8,519
Change-1,260 (-15%)
Value$1.2M (-$235.4K)
Filed 2026-10-28
Warwick Investment Management, Inc.
DECREASED
Shares7,259 from 7,525
Change-266 (-4%)
Value$1.2M (-$71.8K)
Filed 2026-10-19
Stonebridge Financial Planning Group, LLC
INCREASED
Shares7,219 from 5,458
Change+1,761 (+32%)
Value$1.2M (+$261.9K)
Filed 2026-11-06
MCF Advisors LLC
INCREASED
Shares7,187 from 6,419
Change+768 (+12%)
Value$1.2M (+$98.6K)
Filed 2026-10-28
Beacon Bank & Trust
DECREASED
Shares7,174 from 12,960
Change-5,786 (-45%)
Value$1.2M (-$980.1K)
Filed 2026-10-27
Five Oceans Advisors
DECREASED
Shares7,164 from 7,166
Change-2 (0%)
Value$1.2M (-$28.0K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares7,056 from 7,056
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-26
McClarren Financial Advisors, Inc.
NEW
Shares6,966
Change+6,966
Value$2.9M
Filed 2026-10-15
Private Management Group Inc
DECREASED
Shares6,949 from 6,978
Change-29 (0%)
Value$1.1M (-$31.6K)
Filed 2026-11-04
Intergy Private Wealth, LLC
UNCHANGED
Shares6,926 from 6,926
Change0 (0%)
Value$1.1M (-$26.7K)
Filed 2026-10-16
Renasant Bank
DECREASED
Shares6,915 from 8,075
Change-1,160 (-14%)
Value$1.1M (-$217.6K)
Filed 2026-11-05
Viewpoint Capital Management LLC
INCREASED
Shares6,819 from 6,522
Change+297 (+5%)
Value$1.1M (+$22.6K)
Filed 2026-10-27
Bailard, Inc.
UNCHANGED
Shares6,809 from 6,809
Change0 (0%)
Value$1.1M (-$26.3K)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares6,733 from 7,393
Change-660 (-9%)
Value$1.1M (-$134.6K)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares6,561 from 6,459
Change+102 (+2%)
Value$1.1M (-$8.5K)
Filed 2026-10-14
Avior Wealth Management, LLC
DECREASED
Shares6,554 from 6,639
Change-85 (-1%)
Value$1.1M (-$39.3K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED
Shares6,539 from 6,613
Change-74 (-1%)
Value$1.1M (-$37.4K)
Filed 2026-10-22
Gryphon Financial Partners LLC
INCREASED
Shares6,459 from 5,245
Change+1,214 (+23%)
Value$1.0M (+$174.9K)
Filed 2026-11-04
Sacks & Associates, LLC
DECREASED
Shares6,322 from 6,498
Change-176 (-3%)
Value$1.0M (-$69.5K)
Filed 2026-10-09
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares6,307 from 6,490
Change-183 (-3%)
Value$1.0M (-$54.5K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,260 from 6,463
Change-203 (-3%)
Value$1.0M (-$59.7K)
Filed 2026-10-13
Auxano Advisors, LLC
UNCHANGED
Shares6,168 from 6,168
Change0 (0%)
Value$991.4K (-$23.8K)
Filed 2026-11-06
Harbour Capital Advisors, LLC
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$988.6K (-$28.8K)
Filed 2026-10-13
Mycio Wealth Partners, LLC
INCREASED
Shares6,146 from 6,124
Change+22 (+0%)
Value$987.9K (-$20.1K)
Filed 2026-11-04
Roberts Financial Services LLC
DECREASED
Shares6,112 from 6,797
Change-685 (-10%)
Value$982.4K (-$136.4K)
Filed 2026-10-23
Stegner Investment Associates Inc.
DECREASED
Shares6,107 from 6,181
Change-74 (-1%)
Value$981.6K (-$35.8K)
Filed 2026-10-15
Asempa Wealth Advisors
DECREASED
Shares6,006 from 8,172
Change-2,166 (-27%)
Value$971.5K (-$373.6K)
Filed 2026-10-07
Prosperity Planning, Inc.
DECREASED
Shares5,976 from 6,086
Change-110 (-2%)
Value$960.6K (-$41.2K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares5,913
Change+5,913
Value$950.8K
Filed 2026-11-03
JP Wealth Management, Inc.
UNCHANGED
Shares5,868 from 5,868
Change0 (0%)
Value$626.2K (-$21.2K)
Filed 2026-10-07
Revolve Wealth Partners, LLC
UNCHANGED
Shares5,836 from 5,836
Change0 (0%)
Value$938.1K (-$22.5K)
Filed 2026-10-23
Crescent Grove Advisors, LLC
UNCHANGED
Shares5,814 from 5,814
Change0 (0%)
Value$934.5K (-$22.4K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares5,730 from 5,730
Change0 (0%)
Value$921.0K (-$22.1K)
Filed 2026-10-22
Tranquility Partners, LLC
DECREASED
Shares5,596 from 6,040
Change-444 (-7%)
Value$899.5K (-$94.7K)
Filed 2026-10-20
Rockland Trust Co
INCREASED
Shares5,549 from 4,723
Change+826 (+17%)
Value$891.9K (+$114.5K)
Filed 2026-10-05
Central Trust Co
INCREASED
Shares5,507 from 4,177
Change+1,330 (+32%)
Value$885.2K (+$197.7K)
Filed 2026-11-05
Romano Brothers and Company
UNCHANGED
Shares5,466 from 5,466
Change0 (0%)
Value$878.6K (-$21.1K)
Filed 2026-10-22
SBK Financial, Inc.
DECREASED
Shares5,449 from 6,840
Change-1,391 (-20%)
Value$875.9K (-$250.0K)
Filed 2026-11-02
Washington Trust Bank
INCREASED
Shares5,238 from 4,666
Change+572 (+12%)
Value$842.0K (+$73.9K)
Filed 2026-11-03
Wedgewood Investors Inc
DECREASED
Shares5,212 from 5,692
Change-480 (-8%)
Value$837.8K (-$99.1K)
Filed 2026-10-28
Stevens Capital Partners
INCREASED
Shares5,200 from 4,904
Change+296 (+6%)
Value$835.8K (+$28.6K)
Filed 2026-10-29
Old National Bancorp
UNCHANGED
Shares5,156 from 5,156
Change0 (0%)
Value$828.8K (-$19.9K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
DECREASED
Shares5,026 from 5,038
Change-12 (0%)
Value$809.6K (-$20.1K)
Filed 2026-10-08
One Day In July LLC
UNCHANGED
Shares4,991 from 4,991
Change0 (0%)
Value$802.3K (-$19.3K)
Filed 2026-10-30
Canandaigua National Bank & Trust Co
INCREASED
Shares4,954 from 4,838
Change+116 (+2%)
Value$796.3K (-$29)
Filed 2026-10-07
Northstar Asset Management Co
UNCHANGED
Shares4,953 from 4,953
Change0 (0%)
Value$832.6K (+$8.1K)
Filed 2026-10-22
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares4,945 from 5,437
Change-492 (-9%)
Value$794.9K (-$100.0K)
Filed 2026-10-26
City Center Advisors, LLC
DECREASED
Shares4,877 from 4,889
Change-12 (0%)
Value$783.9K (-$20.8K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
INCREASED
Shares4,795 from 4,502
Change+293 (+7%)
Value$770.8K (+$114.6K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares4,767 from 5,095
Change-328 (-6%)
Value$766.2K (-$72.4K)
Filed 2026-10-15
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares4,617 from 4,617
Change0 (0%)
Value$742.1K (-$17.8K)
Filed 2026-10-27
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares4,615 from 4,615
Change0 (0%)
Value$741.8K (-$17.8K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares4,609 from 4,415
Change+194 (+4%)
Value$740.8K (+$14.0K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
DECREASED
Shares4,514 from 4,770
Change-256 (-5%)
Value$725.5K (-$59.6K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
DECREASED
Shares4,410 from 5,442
Change-1,032 (-19%)
Value$708.9K (-$186.7K)
Filed 2026-11-05
Missouri Trust & Investment Co
DECREASED
Shares4,390 from 4,465
Change-75 (-2%)
Value$705.6K (-$40.4K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
NEW
Shares4,382
Change+4,382
Value$704.4K
Filed 2026-10-21
BIP Wealth, LLC
DECREASED
Shares4,375 from 4,376
Change-1 (0%)
Value$703.2K (-$17.0K)
Filed 2026-10-22
Bensler, LLC
INCREASED
Shares4,339 from 4,323
Change+16 (+0%)
Value$697.4K (-$14.2K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
DECREASED
Shares4,269 from 4,326
Change-57 (-1%)
Value$686.2K (-$25.9K)
Filed 2026-11-02
Northern Lights Advisors, Inc.
DECREASED
Shares4,260 from 4,261
Change-1 (0%)
Value$684.8K (-$16.6K)
Filed 2026-10-21
Annex Advisory Services, LLC
INCREASED
Shares4,251 from 4,226
Change+25 (+1%)
Value$683.3K (-$12.2K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares4,206 from 4,105
Change+101 (+2%)
Value$676.1K (+$461)
Filed 2026-10-29
Busey Bank
UNCHANGED
Shares4,184 from 4,184
Change0 (0%)
Value$672.5K (-$16.2K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
DECREASED
Shares4,160 from 4,195
Change-35 (-1%)
Value$668.7K (-$21.8K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
NEW
Shares4,129
Change+4,129
Value$663.7K
Filed 2026-10-08
Principle Wealth Partners LLC
UNCHANGED
Shares4,110 from 4,110
Change0 (0%)
Value$660.6K (-$15.9K)
Filed 2026-11-02
Skyline Advisors, Inc.
INCREASED
Shares4,052 from 4,038
Change+14 (+0%)
Value$651.4K (-$13.3K)
Filed 2026-11-03
Investmark Advisory Group LLC
INCREASED
Shares4,038 from 1,976
Change+2,062 (+104%)
Value$649.2K (+$323.9K)
Filed 2026-10-27
Paladin Partners, LLC
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$647.8K (-$15.6K)
Filed 2026-10-06
Apella Capital, LLC
INCREASED
Shares4,028 from 4,000
Change+28 (+1%)
Value$655.8K (-$7.2K)
Filed 2026-10-08
Financial Management Network Inc
DECREASED
Shares4,014 from 4,044
Change-30 (-1%)
Value$652.5K (-$19.2K)
Filed 2026-10-09
Diversified Trust Co
INCREASED
Shares4,005 from 3,914
Change+91 (+2%)
Value$643.8K (-$480)
Filed 2026-11-06
Parkshore Wealth Management, Inc.
DECREASED
Shares3,975 from 4,005
Change-30 (-1%)
Value$638.9K (-$20.4K)
Filed 2026-10-13
Spectrum Advisors, Inc.
DECREASED
Shares3,963 from 4,067
Change-104 (-3%)
Value$636.9K (-$32.5K)
Filed 2026-11-03
Enclave Advisors LLC
UNCHANGED
Shares3,931 from 3,931
Change0 (0%)
Value$631.9K (-$15.2K)
Filed 2026-10-14
Manchester Capital Management LLC
UNCHANGED
Shares3,931 from 3,931
Change0 (0%)
Value$631.9K (-$15.2K)
Filed 2026-10-22
Exchange Traded Concepts, LLC
DECREASED
Shares3,920 from 4,156
Change-236 (-6%)
Value$630.1K (-$54.0K)
Filed 2026-10-28
Ocean Park Asset Management, LLC
DECREASED
Shares3,920 from 4,156
Change-236 (-6%)
Value$630.1K (-$54.0K)
Filed 2026-10-21
Oak Asset Management, LLC
INCREASED
Shares3,894 from 3,863
Change+31 (+1%)
Value$625.9K (-$9.9K)
Filed 2026-10-13
Cahaba Wealth Management, Inc.
INCREASED
Shares3,826 from 3,814
Change+12 (+0%)
Value$614.9K (-$12.8K)
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares3,772 from 2,958
Change+814 (+28%)
Value$606.4K (+$119.6K)
Filed 2026-10-22
Evanson Financial, LLC
INCREASED
Shares3,701 from 3,700
Change+1 (+0%)
Value$594.9K (-$14.2K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares3,692 from 3,711
Change-19 (-1%)
Value$593.5K (-$17.4K)
Filed 2026-11-04
Decker Retirement Planning Inc.
DECREASED
Shares3,687 from 3,932
Change-245 (-6%)
Value$592.7K (-$54.5K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares3,673 from 3,541
Change+132 (+4%)
Value$590.3K (+$7.4K)
Filed 2026-10-23
Washington Trust Co
UNCHANGED
Shares3,671 from 3,671
Change0 (0%)
Value$590.1K (-$14.2K)
Filed 2026-10-22
Sherman Wealth Management LLC
INCREASED
Shares3,656 from 3,649
Change+7 (+0%)
Value$587.7K (-$12.9K)
Filed 2026-10-16
Compass Ion Advisors, LLC
INCREASED
Shares3,654 from 3,503
Change+151 (+4%)
Value$587.3K (+$10.8K)
Filed 2026-10-23
Berkeley, Inc
INCREASED
Shares3,646 from 3,645
Change+1 (+0%)
Value$586.1K (-$13.9K)
Filed 2026-10-20
AdvisorNet Financial, Inc
DECREASED
Shares3,627 from 4,482
Change-855 (-19%)
Value$595.8K (-$141.9K)
Filed 2026-10-15
Guidance Point Advisors, LLC
INCREASED
Shares3,624 from 3,611
Change+13 (+0%)
Value$582.6K (-$11.9K)
Filed 2026-10-15
Guardian Asset Advisors, LLC
INCREASED
Shares3,602 from 3,592
Change+10 (+0%)
Value$579.5K (-$11.8K)
Filed 2026-10-16
Pinion Investment Advisors, LLC
DECREASED
Shares3,601 from 3,635
Change-34 (-1%)
Value$578.7K (-$19.6K)
Filed 2026-11-04
Parcion Private Wealth LLC
UNCHANGED
Shares3,589 from 3,589
Change0 (0%)
Value$576.9K (-$13.9K)
Filed 2026-10-28
PFG Advisors
DECREASED
Shares3,582 from 3,762
Change-180 (-5%)
Value$575.7K (-$43.5K)
Filed 2026-10-16
Finley Financial, LLC
UNCHANGED
Shares3,565 from 3,565
Change0 (0%)
Value$576.7K (-$10.1K)
Filed 2026-10-28
Willner & Heller, LLC
DECREASED
Shares3,553 from 4,004
Change-451 (-11%)
Value$571.0K (-$88.0K)
Filed 2026-10-28
CPC Advisors, LLC
UNCHANGED
Shares3,545 from 3,545
Change0 (0%)
Value$569.8K (-$13.7K)
Filed 2026-10-21
Baker Ellis Asset Management LLC
UNCHANGED
Shares3,517 from 3,517
Change0 (0%)
Value$565.3K (-$13.6K)
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares3,505
Change+3,505
Value$581.4K
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares3,496 from 3,815
Change-319 (-8%)
Value$561.9K (-$66.0K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
DECREASED
Shares3,478 from 18,155
Change-14,677 (-81%)
Value$562.6K (-$2.4M)
Filed 2026-11-04
21 West Wealth Management LLC
UNCHANGED
Shares3,422 from 3,422
Change0 (0%)
Value$550.1K (-$13.2K)
Filed 2026-10-13
Highland Capital Management, LLC
UNCHANGED
Shares3,410 from 3,410
Change0 (0%)
Value$548.1K (-$13.2K)
Filed 2026-10-26
Centennial Advisors, LLC
DECREASED
Shares3,383 from 3,559
Change-176 (-5%)
Value$543.8K (-$42.0K)
Filed 2026-10-21
Granite Group Advisors, LLC
DECREASED
Shares3,300 from 3,800
Change-500 (-13%)
Value$530.4K (-$95.0K)
Filed 2026-10-14
Allen Investment Management, LLC
UNCHANGED
Shares3,245 from 3,245
Change0 (0%)
Value$521.6K (-$12.5K)
Filed 2026-11-03
Navigation Wealth Management, Inc.
INCREASED
Shares3,150 from 3,065
Change+85 (+3%)
Value$519.8K (+$15.3K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares3,142 from 3,162
Change-20 (-1%)
Value$505.0K (-$15.4K)
Filed 2026-10-15
Grove Bank & Trust
UNCHANGED
Shares3,141 from 3,141
Change0 (0%)
Value$504.9K (-$12.1K)
Filed 2026-10-08
MGO One Seven LLC
INCREASED
Shares3,125 from 2,752
Change+373 (+14%)
Value$502.3K (+$49.3K)
Filed 2026-10-28
Foster Victor Wealth Advisors, LLC
INCREASED
Shares3,115 from 2,288
Change+827 (+36%)
Value$514.6K (+$135.9K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares3,108 from 3,168
Change-60 (-2%)
Value$499.6K (-$21.9K)
Filed 2026-11-03
Anderson Hoagland & Co
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$524.6K (+$14.3K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
NEW
Shares3,097
Change+3,097
Value$497.9K
Filed 2026-10-21
Breakwater Capital Group
INCREASED
Shares3,044 from 3,039
Change+5 (+0%)
Value$489.3K (-$10.9K)
Filed 2026-10-09
Asset One Wealth Management LLC
INCREASED
Shares3,042 from 2,962
Change+80 (+3%)
Value$489.0K (-$731)
Filed 2026-11-02
Woodmont Investment Counsel LLC
UNCHANGED
Shares3,022 from 3,022
Change0 (0%)
Value$485.8K (-$11.7K)
Filed 2026-10-29
Fulton Bank, N.A.
INCREASED
Shares3,014 from 2,839
Change+175 (+6%)
Value$484.5K (+$17.2K)
Filed 2026-10-14
Firestone Capital Management
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$483.8K (-$11.6K)
Filed 2026-11-03
First Bancorp, Inc
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$483.8K (-$11.6K)
Filed 2026-10-26
BCS Wealth Management
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$482.2K (-$11.6K)
Filed 2026-11-03
Pittenger & Anderson Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$482.2K (-$11.6K)
Filed 2026-11-02
Diversified Management Inc
INCREASED
Shares2,976 from 2,875
Change+101 (+4%)
Value$478.4K (+$5.1K)
Filed 2026-10-08
Richardson Capital Management LLC
UNCHANGED
Shares2,966 from 2,966
Change0 (0%)
Value$476.8K (-$11.4K)
Filed 2026-10-23
Fortitude Family Office, LLC
UNCHANGED
Shares2,960 from 2,960
Change0 (0%)
Value$475.8K (-$11.4K)
Filed 2026-10-14
Appleton Partners Inc
UNCHANGED
Shares2,946 from 2,946
Change0 (0%)
Value$474 (-$484.5K)
Filed 2026-10-30
Partners in Financial Planning
INCREASED
Shares2,921 from 2,919
Change+2 (+0%)
Value$469.6K (-$10.8K)
Filed 2026-11-06
Davidson Trust Co
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$469.4K (-$11.3K)
Filed 2026-10-09
Pinnacle Associates LTD
DECREASED
Shares2,907 from 2,984
Change-77 (-3%)
Value$467.2K (-$24.0K)
Filed 2026-10-20
First United Bank & Trust
DECREASED
Shares2,901 from 2,981
Change-80 (-3%)
Value$466.3K (-$24.4K)
Filed 2026-10-22
Trilogy Capital Inc.
DECREASED
Shares2,875 from 2,910
Change-35 (-1%)
Value$462.2K (-$16.7K)
Filed 2026-10-20
Dagco, Inc.
UNCHANGED
Shares2,866 from 2,866
Change0 (0%)
Value$460.7K (-$11.1K)
Filed 2026-10-20
Valmark Advisers, Inc.
UNCHANGED
Shares2,851 from 2,851
Change0 (0%)
Value$458.3K (-$11.0K)
Filed 2026-11-06
Associated Banc-Corp
INCREASED
Shares2,844 from 1,511
Change+1,333 (+88%)
Value$457.1K (+$208.4K)
Filed 2026-10-30
Legacy Wealth Partners, LLC
INCREASED
Shares2,838 from 2,771
Change+67 (+2%)
Value$456.2K (+$130)
Filed 2026-10-15
Kanawha Capital Management LLC
DECREASED
Shares2,801 from 2,821
Change-20 (-1%)
Value$450.2K (-$14.1K)
Filed 2026-10-19
First Financial Corp
INCREASED
Shares2,799 from 2,667
Change+132 (+5%)
Value$449.9K (+$10.9K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,787 from 2,581
Change+206 (+8%)
Value$448.0K (+$23.2K)
Filed 2026-10-27
Dynamic Financial Group
INCREASED
Shares2,776 from 2,775
Change+1 (+0%)
Value$446.2K (-$10.7K)
Filed 2026-10-28
XY Planning Network, Inc.
INCREASED
Shares2,759 from 2,646
Change+113 (+4%)
Value$443.5K (+$8.0K)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
DECREASED
Shares2,748 from 2,777
Change-29 (-1%)
Value$441.7K (-$15.4K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares2,705 from 2,344
Change+361 (+15%)
Value$450.5K (+$58.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares2,705 from 2,344
Change+361 (+15%)
Value$450.5K (+$58.0K)
Filed 2026-10-20
Smart Wealth LLC
DECREASED
Shares2,694 from 2,752
Change-58 (-2%)
Value$433.1K (-$19.9K)
Filed 2026-11-04
Holland Advisory Services, Inc.
INCREASED
Shares2,692 from 2,685
Change+7 (+0%)
Value$432.7K (-$9.3K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$430.2K (-$10.3K)
Filed 2026-10-15
Citizens Financial Group Inc
INCREASED
Shares2,643 from 2,614
Change+29 (+1%)
Value$424.8K (-$5.4K)
Filed 2026-10-23
Florida Trust Wealth Management Co
DECREASED
Shares2,631 from 2,749
Change-118 (-4%)
Value$422.9K (-$29.6K)
Filed 2026-11-05
NTV Asset Management LLC
UNCHANGED
Shares2,626 from 2,626
Change0 (0%)
Value$422.1K (-$10.1K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED
Shares2,617 from 2,616
Change+1 (+0%)
Value$420.7K (-$9.9K)
Filed 2026-10-16
Roman Butler Fullerton & Co
INCREASED
Shares2,616 from 2,614
Change+2 (+0%)
Value$432.3K (-$862)
Filed 2026-10-27
Acima Private Wealth, LLC
UNCHANGED
Shares2,585 from 2,585
Change0 (0%)
Value$415.5K (-$10.0K)
Filed 2026-10-05
Joel Isaacson & Co., LLC
INCREASED
Shares2,568 from 2,512
Change+56 (+2%)
Value$412.8K (-$619)
Filed 2026-11-05
Builder Investment Group Inc
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$408.3K (-$9.8K)
Filed 2026-10-22
Cohen Capital Management, Inc.
INCREASED
Shares2,535 from 2,532
Change+3 (+0%)
Value$407.5K (-$9.3K)
Filed 2026-10-14
Vaughan David Investments LLC
UNCHANGED
Shares2,533 from 2,533
Change0 (0%)
Value$407.0K (-$10.0K)
Filed 2026-11-05
Fragasso Financial Advisors Inc
INCREASED
Shares2,524 from 1,918
Change+606 (+32%)
Value$416.2K (+$100.5K)
Filed 2026-10-13
Ballast, Inc.
UNCHANGED
Shares2,487 from 2,487
Change0 (0%)
Value$399.8K (-$9.6K)
Filed 2026-10-20
Triad Wealth Partners, LLC
DECREASED
Shares2,484 from 2,531
Change-47 (-2%)
Value$399.2K (-$28.0K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,455 from 2,449
Change+6 (+0%)
Value$394.7K (-$8.5K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares2,453 from 4,072
Change-1,619 (-40%)
Value$394.2K (-$276.0K)
Filed 2026-10-15
Level Wealth Management LLC
UNCHANGED
Shares2,448 from 2,448
Change0 (0%)
Value$393.5K (-$9.4K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$388.3K (-$9.3K)
Filed 2026-10-15
LJI Wealth Management, LLC
UNCHANGED
Shares2,398 from 2,398
Change0 (0%)
Value$385.4K (-$9.3K)
Filed 2026-10-28
Private Client Services, LLC
DECREASED
Shares2,392 from 2,584
Change-192 (-7%)
Value$384.5K (-$40.8K)
Filed 2026-10-02
Independent Financial Group, LLC
INCREASED
Shares2,384 from 2,235
Change+149 (+7%)
Value$383.2K (+$15.2K)
Filed 2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares2,343 from 2,259
Change+84 (+4%)
Value$376.6K (+$4.8K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
DECREASED
Shares2,340 from 2,354
Change-14 (-1%)
Value$376.1K (-$11.4K)
Filed 2026-10-13
Family Legacy, Inc.
DECREASED
Shares2,334 from 2,374
Change-40 (-2%)
Value$375.2K (-$15.6K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares2,308 from 2,362
Change-54 (-2%)
Value$371.0K (-$17.8K)
Filed 2026-10-21
Postrock Partners LLC
UNCHANGED
Shares2,306 from 2,306
Change0 (0%)
Value$370.7K (-$8.9K)
Filed 2026-11-02
Linscomb Wealth, Inc.
UNCHANGED
Shares2,305 from 2,305
Change0 (0%)
Value$370.5K (-$8.9K)
Filed 2026-11-05
Eastern Bank
DECREASED
Shares2,284 from 2,396
Change-112 (-5%)
Value$367.1K (-$27.3K)
Filed 2026-10-05
RDA Financial Network
UNCHANGED
Shares2,263 from 2,263
Change0 (0%)
Value$363.8K (-$8.7K)
Filed 2026-10-15
Moneco Advisors, LLC
INCREASED
Shares2,247 from 1,918
Change+329 (+17%)
Value$361.2K (+$45.4K)
Filed 2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares2,227 from 2,227
Change0 (0%)
Value$358.0K (-$8.6K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares2,217
Change+2,217
Value$373
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares2,208 from 1,623
Change+585 (+36%)
Value$354.9K (+$87.8K)
Filed 2026-11-03
Aire Advisors, LLC
INCREASED
Shares2,190 from 2,189
Change+1 (+0%)
Value$352.1K (-$8.2K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$350.4K (-$8.4K)
Filed 2026-10-27
Essex Bank
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$348.8K (-$8.4K)
Filed 2026-10-16
Sovran Advisors, LLC
DECREASED
Shares2,155 from 2,616
Change-461 (-18%)
Value$368.8K (-$74.4K)
Filed 2026-11-02
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares2,135 from 2,135
Change0 (0%)
Value$343.2K (-$8.2K)
Filed 2026-10-08
Flagstar Securities, Inc
DECREASED
Shares2,125 from 2,136
Change-11 (-1%)
Value$341.5K (-$10.1K)
Filed 2026-10-15
Atticus Wealth Management, LLC
DECREASED
Shares2,118 from 2,415
Change-297 (-12%)
Value$340.4K (-$57.0K)
Filed 2026-10-20
Howard Capital Management, LLC
INCREASED
Shares2,100 from 2,027
Change+73 (+4%)
Value$337.6K (+$3.9K)
Filed 2026-10-16
Trust Co of Vermont
INCREASED
Shares2,098 from 2,084
Change+14 (+1%)
Value$337.2K (-$5.8K)
Filed 2026-10-21
LongView Wealth Management
DECREASED
Shares2,092 from 3,674
Change-1,582 (-43%)
Value$336.3K (-$268.5K)
Filed 2026-10-19
S.E.E.D. Planning Group LLC
NEW
Shares2,091
Change+2,091
Value$336.1K
Filed 2026-10-07
Magnus Financial Group LLC
INCREASED
Shares2,090 from 2,067
Change+23 (+1%)
Value$336.0K (-$4.2K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
DECREASED
Shares2,075 from 2,108
Change-33 (-2%)
Value$333.6K (-$13.3K)
Filed 2026-10-13
Legacy Financial Strategies, LLC
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$332.7K (-$8.0K)
Filed 2026-10-15
Kestra Investment Management, LLC
INCREASED
Shares2,061 from 1,664
Change+397 (+24%)
Value$331.3K (+$57.4K)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares2,049 from 1,717
Change+332 (+19%)
Value$329.3K (+$46.7K)
Filed 2026-10-29
Perigon Wealth Management, LLC
DECREASED
Shares2,042 from 2,761
Change-719 (-26%)
Value$328.2K (-$126.2K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
DECREASED
Shares2,039 from 2,067
Change-28 (-1%)
Value$327.7K (-$12.6K)
Filed 2026-10-22
Villere ST Denis J & Co LLC
UNCHANGED
Shares2,033 from 2,033
Change0 (0%)
Value$326.8K (-$7.8K)
Filed 2026-11-04
Pinkerton Wealth, LLC
NEW
Shares2,031
Change+2,031
Value$326.5K
Filed 2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$326.0K (-$7.8K)
Filed 2026-10-15
Verdence Capital Advisors LLC
INCREASED
Shares2,003 from 2,002
Change+1 (+0%)
Value$321.9K (-$7.6K)
Filed 2026-10-26
Argentarii, LLC
DECREASED
Shares1,993 from 2,037
Change-44 (-2%)
Value$320.4K (-$29.0K)
Filed 2026-10-28
Union Savings Bank
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$319.9K (-$7.7K)
Filed 2026-10-14
SkyOak Wealth, LLC
UNCHANGED
Shares1,969 from 1,969
Change0 (0%)
Value$316.5K (-$7.6K)
Filed 2026-10-28
Bayban
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$323.6K ($0)
Filed 2026-11-05
United Advisor Group, LLC
DECREASED
Shares1,954 from 2,364
Change-410 (-17%)
Value$314.1K (-$75.0K)
Filed 2026-11-03
Orgel Wealth Management, LLC
UNCHANGED
Shares1,923 from 1,923
Change0 (0%)
Value$309.1K (-$7.4K)
Filed 2026-10-14
First Hawaiian Bank
UNCHANGED
Shares1,921 from 1,921
Change0 (0%)
Value$308.8K (-$7.4K)
Filed 2026-10-14
TME Financial, Inc.
INCREASED
Shares1,913 from 1,908
Change+5 (+0%)
Value$307.5K (-$6.6K)
Filed 2026-10-14
Peak Financial Management, Inc.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$305.4K (-$7.3K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares1,871
Change+1,871
Value$300.8K
Filed 2026-10-21
Angeles Wealth Management, LLC
INCREASED
Shares1,859 from 1,811
Change+48 (+3%)
Value$298.8K (+$669)
Filed 2026-10-26
Rahlfs Capital, LLC
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$297.4K (-$7.1K)
Filed 2026-10-23
Sage Mountain Advisors LLC
UNCHANGED
Shares1,842 from 1,842
Change0 (0%)
Value$296.1K (-$7.1K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
UNCHANGED
Shares1,841 from 1,841
Change0 (0%)
Value$295.9K (-$7.1K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$295.8K (-$7.1K)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares1,837 from 1,799
Change+38 (+2%)
Value$295.3K (-$803)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,797 from 1,797
Change0 (0%)
Value$288.8K (-$6.9K)
Filed 2026-10-15
Montecito Bank & Trust
DECREASED
Shares1,765 from 1,811
Change-46 (-3%)
Value$283.7K (-$14.4K)
Filed 2026-10-01
Insight Inv LLC
UNCHANGED
Shares1,752 from 1,752
Change0 (0%)
Value$281.6K (-$6.8K)
Filed 2026-10-27
Cyndeo Wealth Partners, LLC
DECREASED
Shares1,745 from 1,778
Change-33 (-2%)
Value$280.5K (-$12.2K)
Filed 2026-10-16
Calamos Wealth Management LLC
INCREASED
Shares1,745 from 1,726
Change+19 (+1%)
Value$280.5K (-$3.6K)
Filed 2026-11-02
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$280.2K (-$6.7K)
Filed 2026-10-14
Balefire, LLC
DECREASED
Shares1,730 from 1,785
Change-55 (-3%)
Value$278.1K (-$15.7K)
Filed 2026-10-09
Sigma Investment Counselors Inc
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$277.0K (-$6.7K)
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$275.5K (-$6.6K)
Filed 2026-10-21
Ibex Wealth Advisors
INCREASED
Shares1,709 from 1,703
Change+6 (+0%)
Value$274.7K (-$5.6K)
Filed 2026-11-06
Key FInancial Inc
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$274.5K (-$6.6K)
Filed 2026-11-02
Cooper Financial Group
UNCHANGED
Shares1,704 from 1,704
Change0 (0%)
Value$274.0K (-$6.5K)
Filed 2026-10-07
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$273.3K (-$6.6K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,696 from 1,675
Change+21 (+1%)
Value$272.7K (-$3.0K)
Filed 2026-10-14
Sterling Investment Counsel, LLC
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$271.3K (-$6.5K)
Filed 2026-10-19
Legacy Advisors, LLC
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$270.0K (-$6.5K)
Filed 2026-10-19
Earned Wealth Advisors, LLC
INCREASED
Shares1,673 from 1,672
Change+1 (+0%)
Value$268.9K (-$6.3K)
Filed 2026-11-06
Heritage Investment Group, Inc.
UNCHANGED
Shares1,673 from 1,673
Change0 (0%)
Value$269.0K (-$6.5K)
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
INCREASED
Shares1,671 from 1,670
Change+1 (+0%)
Value$268.6K (-$6.5K)
Filed 2026-11-03
Joel Adams & Associates, Inc.
DECREASED
Shares1,667 from 1,793
Change-126 (-7%)
Value$268.0K (-$27.2K)
Filed 2026-11-02
SYM Financial Corp
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$267.6K (-$6.4K)
Filed 2026-10-26
Unified Investment Management
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$267.6K (-$6.4K)
Filed 2026-10-14
Chesley Taft & Associates LLC
UNCHANGED
Shares1,646 from 1,646
Change0 (0%)
Value$264.6K (-$6.4K)
Filed 2026-10-13
Fiera Capital Corp
UNCHANGED
Shares1,634 from 1,634
Change0 (0%)
Value$262.6K (-$6.3K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
DECREASED
Shares1,633 from 1,906
Change-273 (-14%)
Value$262.5K (-$51.2K)
Filed 2026-11-04
BostonPremier Wealth LLC
DECREASED
Shares1,633 from 1,656
Change-23 (-1%)
Value$262.5K (-$10.2K)
Filed 2026-10-16
Coston, McIsaac & Partners
UNCHANGED
Shares1,623 from 1,623
Change0 (0%)
Value$260.9K (-$6.1K)
Filed 2026-11-06
Lawood & Co
DECREASED
Shares1,622 from 1,640
Change-18 (-1%)
Value$260.7K (-$9.2K)
Filed 2026-10-09
Invested Advisors
DECREASED
Shares1,605 from 3,033
Change-1,428 (-47%)
Value$258.0K (-$241.2K)
Filed 2026-10-23
Oarsman Capital, Inc.
UNCHANGED
Shares1,602 from 1,602
Change0 (0%)
Value$257.5K (-$6.2K)
Filed 2026-11-05
Neumann Capital Management, LLC
INCREASED
Shares1,599 from 1,524
Change+75 (+5%)
Value$257.0K (+$6.2K)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED
Shares1,595 from 9,454
Change-7,859 (-83%)
Value$256.5K (-$1.3M)
Filed 2026-10-08
Align Financial, LLC
UNCHANGED
Shares1,589 from 1,589
Change0 (0%)
Value$255.4K (-$6.1K)
Filed 2026-10-16
International Assets Investment Management, LLC
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$256.5K (-$4.9K)
Filed 2026-11-02
Lynx Investment Advisory
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$252.4K (-$6.0K)
Filed 2026-10-27
Wealth Science Advisors LLC
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$249.8K (-$6.0K)
Filed 2026-10-09
Visionary Wealth Advisors
INCREASED
Shares1,544 from 1,519
Change+25 (+2%)
Value$248.2K (-$1.8K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares1,531
Change+1,531
Value$246.1K
Filed 2026-10-16
Monarch Capital Management Inc
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$244.3K (-$5.9K)
Filed 2026-10-19
Versant Capital Management, Inc
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$242.0K (-$5.8K)
Filed 2026-10-02
Triangle Securities Wealth Management
DECREASED
Shares1,503 from 1,552
Change-49 (-3%)
Value$241.5K (-$14.0K)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares1,493
Change+1,493
Value$240.1K
Filed 2026-10-28
Almanack Investment Partners, Llc.
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$237.9K (-$5.7K)
Filed 2026-11-03
Oakworth Capital, Inc.
INCREASED
Shares1,477 from 1,283
Change+194 (+15%)
Value$237.4K (+$26.2K)
Filed 2026-10-26
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED
Shares1,461 from 1,461
Change0 (0%)
Value$234.8K (-$5.6K)
Filed 2026-10-15
Elevation Wealth Management LLC
DECREASED
Shares1,450 from 2,083
Change-633 (-30%)
Value$233.2K (-$109.7K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares1,449 from 1,445
Change+4 (+0%)
Value$232.9K (-$7.8K)
Filed 2026-10-19
Foundation Wealth Management, LLC
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$231.9K (-$5.6K)
Filed 2026-10-22
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$230.5K (-$5.5K)
Filed 2026-10-16
Accelerate Investment Advisors LLC
DECREASED
Shares1,431 from 1,438
Change-7 (0%)
Value$230.1K (-$6.6K)
Filed 2026-11-02
Moors & Cabot, Inc.
DECREASED
Shares1,430 from 1,454
Change-24 (-2%)
Value$229.8K (-$9.5K)
Filed 2026-11-06
Mlp3, LLC
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$228.3K (-$5.5K)
Filed 2026-10-22
NBH Bank
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$228.3K (-$5.5K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares1,413 from 1,412
Change+1 (+0%)
Value$227.1K (-$5.4K)
Filed 2026-10-23
Verum Partners LLC
INCREASED
Shares1,380 from 1,377
Change+3 (+0%)
Value$221.8K (-$4.9K)
Filed 2026-10-21
First Business Financial Services, Inc.
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$221.3K (-$5.3K)
Filed 2026-10-29
Swmg, LLC
NEW
Shares1,373
Change+1,373
Value$232.3K
Filed 2026-10-23
Gallacher Capital Management LLC
UNCHANGED
Shares1,373 from 1,373
Change0 (0%)
Value$220.7K (-$5.3K)
Filed 2026-10-30
Independence Bank of Kentucky
DECREASED
Shares1,368 from 1,378
Change-10 (-1%)
Value$219.9K (-$6.9K)
Filed 2026-10-26
Flynn Zito Capital Management, LLC
NEW
Shares1,363
Change+1,363
Value$219.1K
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$219.2K (-$5.3K)
Filed 2026-10-21
True Freedom Investing, LLC
NEW
Shares1,361
Change+1,361
Value$218.8K
Filed 2026-10-29
Networth Advisors, LLC
DECREASED
Shares1,360 from 1,593
Change-233 (-15%)
Value$218.6K (-$43.6K)
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$218.3K (-$5.2K)
Filed 2026-10-28
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$215.0K (-$5.0K)
Filed 2026-11-04
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$218.8K (+$1.7K)
Filed 2026-10-22
Everhart Financial Group, Inc.
UNCHANGED
Shares1,318 from 1,318
Change0 (0%)
Value$211.9K (-$5.1K)
Filed 2026-10-08
First Command Advisory Services, Inc.
INCREASED
Shares1,317 from 914
Change+403 (+44%)
Value$211.7K (+$61.3K)
Filed 2026-11-05
W Advisors, LLC
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$209.4K (-$5.0K)
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$209.0K (-$5.0K)
Filed 2026-11-05
First Citizens Financial Corp
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$208.5K (-$5.0K)
Filed 2026-10-02
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,293 from 1,487
Change-194 (-13%)
Value$197.0K (-$37.0K)
Filed 2026-11-04
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$205.4K (-$4.9K)
Filed 2026-10-27
Tanager Wealth Management LLP
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$205.4K (-$4.9K)
Filed 2026-10-19
BancFirst Trust & Investment Management
UNCHANGED
Shares1,271 from 1,271
Change0 (0%)
Value$205.7K (-$3.9K)
Filed 2026-10-30
YHB Investment Advisors, Inc.
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$204.1K (-$4.9K)
Filed 2026-10-08
Aspiriant, LLC
DECREASED
Shares1,265 from 1,470
Change-205 (-14%)
Value$203.3K (-$38.6K)
Filed 2026-10-16
Narus Financial Partners, LLC
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$202.5K (-$4.9K)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$202.2K (-$4.9K)
Filed 2026-10-13
Tucker Asset Management LLC
INCREASED
Shares1,254 from 475
Change+779 (+164%)
Value$201.6K (+$123.4K)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares1,217 from 1,077
Change+140 (+13%)
Value$195.6K (+$18.3K)
Filed 2026-10-08
Townsend Asset Management Corp
INCREASED
Shares1,193 from 1,189
Change+4 (+0%)
Value$191.8K (-$3.9K)
Filed 2026-10-29
Reap Financial Group, LLC
DECREASED
Shares1,176 from 1,326
Change-150 (-11%)
Value$189.1K (-$29.1K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares1,145 from 1,146
Change-1 (0%)
Value$184.1K (-$4.6K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares1,090
Change+1,090
Value$175.2K
Filed 2026-10-19
Clayton Financial Group LLC
NEW
Shares1,051
Change+1,051
Value$168.9K
Filed 2026-10-13
Polaris Financial Partners
NEW
Shares1,050
Change+1,050
Value$170
Filed 2026-10-02
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$166.9K (-$4.0K)
Filed 2026-11-03
Richardson Financial Services Inc.
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$163.6K (-$3.9K)
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$159.5K (-$3.8K)
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares961 from 961
Change0 (0%)
Value$154.5K (-$3.7K)
Filed 2026-10-27
Blue Trust, Inc.
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$152.4K (-$3.7K)
Filed 2026-10-15
Midwest Capital Advisors, LLC
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$146.7K (-$3.5K)
Filed 2026-11-04
Burk Holdings LLC
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$145.0K (-$3.5K)
Filed 2026-11-05
Realta Investment Advisors
DECREASED
Shares881 from 969
Change-88 (-9%)
Value$141.7K (-$17.9K)
Filed 2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$138.6K (-$3.3K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
INCREASED
Shares861 from 848
Change+13 (+2%)
Value$138.5K (-$1.2K)
Filed 2026-10-07
Jacobi Capital Management LLC
NEW
Shares790
Change+790
Value$127.0K
Filed 2026-11-05
Bare Financial Services, Inc
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$126.0K (-$3.0K)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$125.2K (-$3.0K)
Filed 2026-11-04
Holos Integrated Wealth LLC
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$126.7K (-$414)
Filed 2026-10-23
Elyxium Wealth, LLC
NEW
Shares750
Change+750
Value$120.6K
Filed 2026-10-27
Trust Co
INCREASED
Shares749 from 717
Change+32 (+4%)
Value$120.3K (+$2.3K)
Filed 2026-10-09
Addison Advisors LLC
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$119.4K (-$2.9K)
Filed 2026-11-06
Pflug Koory, LLC
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$114.8K (-$2.8K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares709 from 780
Change-71 (-9%)
Value$114.0K (-$14.4K)
Filed 2026-10-08
AlphaCore Capital LLC
DECREASED
Shares696 from 1,324
Change-628 (-47%)
Value$111.9K (-$106.1K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
INCREASED
Shares695 from 693
Change+2 (+0%)
Value$111.8K (-$2.3K)
Filed 2026-10-23
Steph & Co
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$109.1K (-$2.6K)
Filed 2026-10-07
Acropolis Investment Management, LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$107.0K (-$2.6K)
Filed 2026-10-08
Private Wealth Management Group, LLC
DECREASED
Shares655 from 720
Change-65 (-9%)
Value$105.3K (-$13.2K)
Filed 2026-10-19
Tsfg, LLC
DECREASED
Shares645 from 862
Change-217 (-25%)
Value$104 (-$141.9K)
Filed 2026-10-23
CX Institutional
INCREASED
Shares601 from 599
Change+2 (+0%)
Value$97 (-$2)
Filed 2026-10-02
Provident Wealth Management, LLC
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$95.8K (-$2.3K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares573 from 572
Change+1 (+0%)
Value$92.1K (-$2.1K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$89.9K (-$2.2K)
Filed 2026-10-29
GoalVest Advisory LLC
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$85.4K (-$2.1K)
Filed 2026-10-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$84.4K (-$2.0K)
Filed 2026-10-16
Legacies Wealth LLC
DECREASED
Shares502 from 591
Change-89 (-15%)
Value$80.7K (-$16.6K)
Filed 2026-11-02
Compass Financial Management LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$79.4K (-$5.2K)
Filed 2026-10-30
North Star Investment Management Corp.
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$79.4K (-$1.9K)
Filed 2026-10-27
United Community Bank
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$78.9K (-$1.9K)
Filed 2026-10-28
Olistico Wealth, LLC
DECREASED
Shares474 from 504
Change-30 (-6%)
Value$76.2K (-$6.8K)
Filed 2026-10-05
Bangor Savings Bank
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$74.9K (-$1.8K)
Filed 2026-10-06
Downshift Financial, LLC
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$74.5K (-$1.8K)
Filed 2026-10-13
City State Bank
INCREASED
Shares460 from 444
Change+16 (+4%)
Value$73.9K (+$858)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares439 from 438
Change+1 (+0%)
Value$70.6K (-$1.5K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
INCREASED
Shares435 from 424
Change+11 (+3%)
Value$69.9K (+$131)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
DECREASED
Shares415 from 416
Change-1 (0%)
Value$66.7K (-$1.8K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares413 from 121
Change+292 (+241%)
Value$66.4K (+$46.5K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$60.9K (-$1.5K)
Filed 2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$59.5K (-$1.4K)
Filed 2026-10-23
Jnba Financial Advisors
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$54.5K (-$1.3K)
Filed 2026-11-03
James T. Borello RIA
NEW
Shares333
Change+333
Value$53.5K
Filed 2026-10-16
Biltmore Family Office, LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$49.8K (-$1.2K)
Filed 2026-11-03
Archer Investment Corp
DECREASED
Shares309 from 502
Change-193 (-38%)
Value$49.7K (-$33.0K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$48.7K (-$1.2K)
Filed 2026-10-07
Kimelman & Baird, LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$45.7K (-$1.1K)
Filed 2026-11-03
Horizons Wealth Management
NEW
Shares279
Change+279
Value$44.8K
Filed 2026-10-05
Caldwell Trust Co
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$42.0K (-$1.0K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$41.0K (-$984)
Filed 2026-10-05
Register Financial Advisors LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$40.8K (-$980)
Filed 2026-10-23
Trust Co of Toledo NA
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$40.3K (-$969)
Filed 2026-10-16
Gen-Wealth Partners Inc
INCREASED
Shares250 from 248
Change+2 (+1%)
Value$40.2K (-$543)
Filed 2026-11-04
KFG LLC
NEW
Shares249
Change+249
Value$40.0K
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares248
Change+248
Value$39.9K
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$42.3K (+$1.6K)
Filed 2026-10-30
Abound Wealth Management
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$38.7K (-$928)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares233
Change+233
Value$37.5K
Filed 2026-10-27
American Capital Advisory, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$35.4K (-$849)
Filed 2026-10-28
Trifecta Capital Advisors, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$35.4K (-$849)
Filed 2026-10-21
Mcdonald Partners LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$35.0K (-$842)
Filed 2026-11-03
Bank of New Hampshire
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$34.2K (-$822)
Filed 2026-10-06
Triumph Capital Management
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$33.9K (-$815)
Filed 2026-10-14
Rossmore Private Capital
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$33.8K (-$811)
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$33.3K (-$799)
Filed 2026-10-23
Global Trust Asset Management, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$32.9K (-$790)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
INCREASED
Shares204 from 21
Change+183 (+871%)
Value$32.8K (+$29.3K)
Filed 2026-10-13
DecisionPoint Financial, LLC
INCREASED
Shares201 from 25
Change+176 (+704%)
Value$32.5K (+$28.4K)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$32.5K (-$408)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
NEW
Shares197
Change+197
Value$31.7K
Filed 2026-10-16
Peachtree Investment Partners, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$31.3K (-$752)
Filed 2026-11-05
Tower Trust & Investment Co
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$30.5K (-$734)
Filed 2026-10-28
Signature Equity Partners, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$28.8K (-$660)
Filed 2026-10-29
Roxbury Financial LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$28.5K (-$683)
Filed 2026-10-01
Signature Resources Capital Management, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$27.5K (-$660)
Filed 2026-10-16
Avion Wealth
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$26 (-$1)
Filed 2026-11-04
Fairman Group, LLC
DECREASED
Shares166 from 345
Change-179 (-52%)
Value$26.8K (-$30.0K)
Filed 2026-10-26
Signaturefd, LLC
NEW
Shares163
Change+163
Value$26.2K
Filed 2026-10-23
Albion Financial Group
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$26.0K (-$626)
Filed 2026-10-21
Monetary Solutions, Ltd
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$24.1K (-$579)
Filed 2026-10-22
Hara Capital LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$23.8K (-$571)
Filed 2026-10-30
Winthrop Capital Management, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$22.3K (-$657)
Filed 2026-11-05
Planning Strategies Inc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$21.9K (-$525)
Filed 2026-10-02
Wealth Analytics Partners, LLC
NEW
Shares131
Change+131
Value$21.1K
Filed 2026-10-19
Ascentis Wealth Management, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$19.5K (-$469)
Filed 2026-11-03
Center for Financial Planning, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$18.6K (-$449)
Filed 2026-10-26
Clearstead Trust, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$17.8K (-$429)
Filed 2026-11-06
Evermay Wealth Management LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$17.2K (-$415)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16 ($0)
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$15.6K (-$374)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$16.0K (-$319)
Filed 2026-10-26
Ashton Thomas Securities, LLC
NEW
Shares92
Change+92
Value$14.8K
Filed 2026-10-26
Thompson Investment Management, Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$14.8K (-$355)
Filed 2026-10-14
IFS Advisors, LLC
NEW
Shares89
Change+89
Value$14.4K
Filed 2026-10-14
Sfam, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$14.3K (-$343)
Filed 2026-11-03
MilWealth Group LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$14.1K (-$339)
Filed 2026-11-02
Bullock Wealth Management Group
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$14.2K (-$270)
Filed 2026-10-09
Mechanics Financial Corp
DECREASED
Shares86 from 197
Change-111 (-56%)
Value$13.8K (-$18.6K)
Filed 2026-11-05
Markowski Investments
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$13.1K (-$273)
Filed 2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$12.9K (-$309)
Filed 2026-10-22
Tompkins Financial Corp
NEW
Shares75
Change+75
Value$12.1K
Filed 2026-10-05
American National Bank & Trust
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$11.9K (-$286)
Filed 2026-10-07
Valued Wealth Advisors LLC
NEW
Shares73
Change+73
Value$11.7K
Filed 2026-11-05
Arcadia Investment Advisors LLC
NEW
Shares72
Change+72
Value$11.6K
Filed 2026-10-13
Ares Financial Consulting, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$9.8K (-$206)
Filed 2026-10-19
Tower View Wealth Management LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$9.9K (-$200)
Filed 2026-10-23
Community Financial Services Group, LLC
INCREASED
Shares60 from 13
Change+47 (+362%)
Value$9.7K (+$7.6K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares56 from 48
Change+8 (+17%)
Value$9.0K (+$1.1K)
Filed 2026-11-05
Breakwater Investment Management
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$8.8K (-$212)
Filed 2026-10-20
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$8.8K (-$212)
Filed 2026-10-19
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$8.8K (-$212)
Filed 2026-10-19
Davis Capital Management
NEW
Shares52
Change+52
Value$8.4K
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares52 from 57
Change-5 (-9%)
Value$8.4K (-$1.0K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$7.8K (-$188)
Filed 2026-10-30
Phillips Financial Management, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$7.7K (-$185)
Filed 2026-10-19
GGM Financial LLC
INCREASED
Shares43 from 14
Change+29 (+207%)
Value$6.9K (+$4.7K)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$6.8K (-$137)
Filed 2026-11-05
First Community Trust NA
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$6.6K (-$159)
Filed 2026-10-07
Salomon & Ludwin, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.4K (-$164)
Filed 2026-10-29
Daytona Street Capital LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$5.6K (-$56)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$5.5K (-$131)
Filed 2026-10-14
Nemes Rush Group LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.8K (-$116)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$4.5K (-$108)
Filed 2026-10-15
Yankcom Partnership
INCREASED
Shares27 from 1
Change+26 (+2600%)
Value$4.3K (+$4.2K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.4K (-$81)
Filed 2026-10-22
PFS Partners, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.1K (-$73)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares18 from 128
Change-110 (-86%)
Value$2.9K (-$18.2K)
Filed 2026-10-27
Bear Mountain Capital, Inc.
NEW
Shares16
Change+16
Value$2.7K
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.9K (-$47)
Filed 2026-10-22
Rothwell Investment Advisors, LLC
NEW
Shares11
Change+11
Value$1.8K
Filed 2026-11-06
Blueline Advisors LLC
INCREASED
Shares10 from 6
Change+4 (+67%)
Value$1.7K (+$619)
Filed 2026-10-15
Bell Investment Advisors, Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$965 (-$23)
Filed 2026-10-29
Activest Wealth Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$804 (-$19)
Filed 2026-10-15
Fortis Group Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$804 (-$19)
Filed 2026-11-06
Main Street Group, LTD
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$804 (-$19)
Filed 2026-10-28
SJS Investment Consulting Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$643 (-$16)
Filed 2026-10-26
Midwest Professional Planners, Ltd.
CLOSED
Shares0 from 23,809
Change-23,809 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-29
Level Four Advisory Services, LLC
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$312.9K)
Filed 2026-11-06
Colton Groome Financial Advisors, LLC
CLOSED
Shares0 from 1,886
Change-1,886 (-100%)
Value$0 (-$310.4K)
Filed 2026-10-06
Convergence Financial, LLC
CLOSED
Shares0 from 1,618
Change-1,618 (-100%)
Value$0 (-$266.3K)
Filed 2026-10-27
TBH Global Asset Management, LLC
CLOSED
Shares0 from 1,614
Change-1,614 (-100%)
Value$0 (-$265.7K)
Filed 2026-11-03
FDx Advisors, Inc.
CLOSED
Shares0 from 1,576
Change-1,576 (-100%)
Value$0 (-$259.0K)
Filed 2026-11-05
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 1,497
Change-1,497 (-100%)
Value$0 (-$246.4K)
Filed 2026-10-26
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 1,401
Change-1,401 (-100%)
Value$0 (-$230.6K)
Filed 2026-10-26
Titleist Asset Management, LLC
CLOSED
Shares0 from 1,378
Change-1,378 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-08
Facet Wealth, Inc.
CLOSED
Shares0 from 1,369
Change-1,369 (-100%)
Value$0 (-$225.3K)
Filed 2026-11-04
Interchange Capital Partners, LLC
CLOSED
Shares0 from 1,362
Change-1,362 (-100%)
Value$0 (-$222.2K)
Filed 2026-10-28
Austin Wealth Management, LLC
CLOSED
Shares0 from 1,318
Change-1,318 (-100%)
Value$0 (-$218.9K)
Filed 2026-11-06
Personal CFO Solutions, LLC
CLOSED
Shares0 from 1,311
Change-1,311 (-100%)
Value$0 (-$215.8K)
Filed 2026-11-06
BLB&B Advisors, LLC
CLOSED
Shares0 from 1,301
Change-1,301 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-27
Synergy Asset Management, LLC
CLOSED
Shares0 from 1,291
Change-1,291 (-100%)
Value$0 (-$212.5K)
Filed 2026-11-05
Montz Harcus Wealth Management LLC
CLOSED
Shares0 from 1,289
Change-1,289 (-100%)
Value$0 (-$212.1K)
Filed 2026-10-09
West Bancorporation Inc
CLOSED
Shares0 from 1,278
Change-1,278 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-29
Welch & Forbes LLC
CLOSED
Shares0 from 1,257
Change-1,257 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-04
Means Investment Co., Inc.
CLOSED
Shares0 from 1,254
Change-1,254 (-100%)
Value$0 (-$206.4K)
Filed 2026-11-03
Cypress Capital Group
CLOSED
Shares0 from 1,252
Change-1,252 (-100%)
Value$0 (-$206.1K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$166.2K)
Filed 2026-11-06
BankPlus Trust Department
CLOSED
Shares0 from 557
Change-557 (-100%)
Value$0 (-$91.7K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$70)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 499
Change-499 (-100%)
Value$0 (-$82.2K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 238
Change-238 (-100%)
Value$0 (-$39.4K)
Filed 2026-10-16
Brooklyn FI, LLC
CLOSED
Shares0 from 212
Change-212 (-100%)
Value$0 (-$35.1K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$23.7K)
Filed 2026-10-13
MB, Levis & Associates, LLC
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$19.6K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$16.5K)
Filed 2026-10-05
10Elms LLP
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-20
Arvest Investments, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-21
Gill Capital Partners, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-13
Clean Yield Group
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-28
Morgan Stanley
N/A
Shares— from 8,080,549
Change-8,080,549 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,991,663
Change-6,991,663 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,628,958
Change-3,628,958 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,493,811
Change-3,493,811 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,733,733
Change-2,733,733 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,522,416
Change-2,522,416 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,175,825
Change-2,175,825 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,915,152
Change-1,915,152 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,912,761
Change-1,912,761 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,686,200
Change-1,686,200 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,386,524
Change-1,386,524 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,024,250
Change-1,024,250 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 838,328
Change-838,328 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 759,625
Change-759,625 (-100%)
Value—
Stephens Inc
N/A
Shares— from 669,651
Change-669,651 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 641,160
Change-641,160 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 534,456
Change-534,456 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 448,812
Change-448,812 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 368,117
Change-368,117 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 298,489
Change-298,489 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 242,638
Change-242,638 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 227,724
Change-227,724 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 220,288
Change-220,288 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 217,129
Change-217,129 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 214,090
Change-214,090 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 184,290
Change-184,290 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 178,812
Change-178,812 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 177,365
Change-177,365 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 176,817
Change-176,817 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 175,240
Change-175,240 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 175,179
Change-175,179 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 175,026
Change-175,026 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 172,757
Change-172,757 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 152,413
Change-152,413 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 150,670
Change-150,670 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 150,365
Change-150,365 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 139,810
Change-139,810 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 132,040
Change-132,040 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 123,463
Change-123,463 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 122,009
Change-122,009 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 115,302
Change-115,302 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 107,050
Change-107,050 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 97,509
Change-97,509 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 94,471
Change-94,471 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 86,319
Change-86,319 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 84,109
Change-84,109 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 83,687
Change-83,687 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 78,000
Change-78,000 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 77,058
Change-77,058 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 74,326
Change-74,326 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 73,795
Change-73,795 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 68,028
Change-68,028 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 67,423
Change-67,423 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 62,850
Change-62,850 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 55,542
Change-55,542 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 54,079
Change-54,079 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 47,666
Change-47,666 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 46,547
Change-46,547 (-100%)
Value—
&partners
N/A
Shares— from 45,467
Change-45,467 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 44,539
Change-44,539 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 42,307
Change-42,307 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 39,640
Change-39,640 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 38,987
Change-38,987 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 38,509
Change-38,509 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 37,644
Change-37,644 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 36,033
Change-36,033 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 35,818
Change-35,818 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 33,772
Change-33,772 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 33,039
Change-33,039 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 31,266
Change-31,266 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 30,693
Change-30,693 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 29,976
Change-29,976 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 29,787
Change-29,787 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 29,644
Change-29,644 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 29,028
Change-29,028 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 28,947
Change-28,947 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 27,880
Change-27,880 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 27,744
Change-27,744 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 27,223
Change-27,223 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 27,210
Change-27,210 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,117
Change-26,117 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 25,992
Change-25,992 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 25,829
Change-25,829 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 22,525
Change-22,525 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 22,301
Change-22,301 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 22,219
Change-22,219 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 22,070
Change-22,070 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 21,955
Change-21,955 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,621
Change-21,621 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 21,593
Change-21,593 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 21,246
Change-21,246 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 20,972
Change-20,972 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 20,897
Change-20,897 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 20,875
Change-20,875 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 20,805
Change-20,805 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 20,657
Change-20,657 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 19,763
Change-19,763 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 19,288
Change-19,288 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 19,130
Change-19,130 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,055
Change-19,055 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 18,354
Change-18,354 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,262
Change-18,262 (-100%)
Value—
Blair William & Co
N/A
Shares— from 17,892
Change-17,892 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 17,580
Change-17,580 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 17,444
Change-17,444 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 16,926
Change-16,926 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 16,865
Change-16,865 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 16,336
Change-16,336 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 16,196
Change-16,196 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 15,971
Change-15,971 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 15,752
Change-15,752 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,618
Change-15,618 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 15,554
Change-15,554 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 15,536
Change-15,536 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 15,112
Change-15,112 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 14,623
Change-14,623 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 14,458
Change-14,458 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 14,381
Change-14,381 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,083
Change-14,083 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 13,873
Change-13,873 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 13,784
Change-13,784 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 13,781
Change-13,781 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,602
Change-13,602 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,343
Change-13,343 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 13,270
Change-13,270 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,789
Change-12,789 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,625
Change-12,625 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,270
Change-12,270 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 11,837
Change-11,837 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 11,736
Change-11,736 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,702
Change-11,702 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 11,665
Change-11,665 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 11,581
Change-11,581 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 11,521
Change-11,521 (-100%)
Value—
Boston Partners
N/A
Shares— from 11,476
Change-11,476 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,170
Change-11,170 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 11,001
Change-11,001 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,994
Change-10,994 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 10,983
Change-10,983 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 10,839
Change-10,839 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 10,732
Change-10,732 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,694
Change-10,694 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 10,423
Change-10,423 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 10,397
Change-10,397 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,360
Change-10,360 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 10,046
Change-10,046 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,038
Change-10,038 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 9,979
Change-9,979 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,617
Change-9,617 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 9,453
Change-9,453 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,262
Change-9,262 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 9,208
Change-9,208 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 9,201
Change-9,201 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,068
Change-9,068 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 8,877
Change-8,877 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,813
Change-8,813 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 8,604
Change-8,604 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,191
Change-8,191 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,849
Change-7,849 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 7,366
Change-7,366 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 7,253
Change-7,253 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 6,964
Change-6,964 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,858
Change-6,858 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 6,765
Change-6,765 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,325
Change-6,325 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,012
Change-6,012 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,845
Change-5,845 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 5,708
Change-5,708 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,514
Change-5,514 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,307
Change-5,307 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,999
Change-4,999 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
American Trust
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,316
Change-3,316 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 886
Change-886 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 614
Change-614 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 520
Change-520 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 515
Change-515 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 465
Change-465 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 450
Change-450 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 443
Change-443 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 387
Change-387 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 308
Change-308 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 252
Change-252 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 251
Change-251 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 208
Change-208 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 168
Change-168 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 140
Change-140 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 134
Change-134 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 128
Change-128 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 99
Change-99 (-100%)
Value—
Motco
N/A
Shares— from 87
Change-87 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 81
Change-81 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
CNB Bank
N/A
Shares— from 69
Change-69 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 51
Change-51 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 42
Change-42 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
US Bancorp \de\
DECREASED1,971,5521,985,054-13,502-1%$326.7M$316.9M-$9.8M2026-11-05
First Citizens Bank & Trust Co
DECREASED1,851,5742,408,682-557,108-23%$396.5M$297.6M-$98.8M2026-10-14
Commonwealth Equity Services, LLC
DECREASED1,695,9131,868,064-172,151-9%$307.5M$272.6M-$34.9M2026-11-02
LPL Financial LLC
INCREASED1,274,6671,220,367+54,300+4%$200.9M$204.9M+$4.0M2026-11-06
PNC Financial Services Group, Inc.
DECREASED1,207,7801,224,739-16,959-1%$201.6M$194.1M-$7.5M2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED1,044,6291,043,989+640+0%$171.8M$167.9M-$3.9M2026-10-27
Zions Bancorporation, National Association
DECREASED902,435940,874-38,439-4%$154.9M$145.1M-$9.8M2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED783,511761,386+22,125+3%$125.3M$125.9M+$617.4K2026-10-26
Stephens Group Asset Management, LLC
DECREASED680,980709,976-28,996-4%$116.9M$109.5M-$7.4M2026-10-09
Money Concepts Capital Corp
INCREASED477,110443,267+33,843+8%$73.0M$76.7M+$3.7M2026-11-06
Truist Financial Corp
INCREASED438,776433,102+5,674+1%$71.3M$70.5M-$759.7K2026-10-30
Lido Advisors, LLC
INCREASED324,496308,877+15,619+5%$50.8M$52.2M+$1.3M2026-11-04
AMG National Trust Bank
DECREASED306,428309,347-2,919-1%$50.9M$49.3M-$1.7M2026-11-05
Chicago Partners Investment Group LLC
DECREASED250,450251,143-6930%$41.4M$42.2M+$762.1K2026-10-27
SVB Wealth LLC
DECREASED248,766276,422-27,656-10%$45.5M$40.0M-$5.5M2026-11-06
Cedar Mountain Advisors, LLC
DECREASED241,344252,713-11,369-4%$41.6M$38.8M-$2.8M2026-10-15
Globalt Investments LLC / GA
DECREASED238,962246,217-7,255-3%$40.5M$38.4M-$2.1M2026-10-27
Lpwm LLC
DECREASED215,015216,410-1,395-1%$35.6M$34.6M-$1.1M2026-10-20
Fifth Third Bancorp
DECREASED195,770202,538-6,768-3%$33.3M$31.5M-$1.9M2026-11-05
Keybank National Association
DECREASED193,338196,189-2,851-1%$32.3M$31.1M-$1.2M2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED183,178181,221+1,957+1%$29.8M$29.4M-$384.9K2026-10-22
First Citizens Asset Management, Inc.
INCREASED167,604165,173+2,431+1%$27.2M$26.9M-$246.8K2026-11-06
Rodgers & Associates, LTD
DECREASED164,719165,969-1,250-1%$27.3M$26.5M-$841.6K2026-10-20
Kestra Advisory Services, LLC
DECREASED163,733169,326-5,593-3%$27.9M$26.3M-$1.6M2026-11-02
Parkway Wealth Management Group, LLC
DECREASED162,800165,703-2,903-2%$27.3M$26.2M-$1.1M2026-10-20
RTD Financial Advisors, Inc.
DECREASED141,776143,704-1,928-1%$23.7M$22.8M-$864.5K2026-10-09
Merit Financial Group, LLC
INCREASED137,50710,693+126,814+1186%$1.8M$22.1M+$20.3M2026-11-06
Creative Planning
INCREASED133,408130,880+2,528+2%$21.5M$21.4M-$98.9K2026-11-02
LBJ Family Wealth Advisors, Ltd.
INCREASED125,841124,862+979+1%$20.6K$20.2K-$3652026-10-01
Evergreen Capital Management LLC
INCREASED116,219112,413+3,806+3%$18.5M$18.7M+$177.9K2026-10-23
Allworth Financial LP
INCREASED114,8464,743+110,103+2321%$780.6K$18.9M+$18.1M2026-11-06
Fifth Third Securities, Inc.
DECREASED111,331114,199-2,868-3%$18.8M$17.9M-$901.9K2026-10-21
Kingdom Financial Group Llc.
INCREASED101,97797,730+4,247+4%$16.1M$16.4M+$305.4K2026-11-04
Avantax Planning Partners, Inc.
DECREASED94,447111,409-16,962-15%$18.3M$15.2M-$3.2M2026-11-03
Kestra Private Wealth Services, LLC
INCREASED94,41483,598+10,816+13%$13.8M$15.2M+$1.4M2026-11-06
Bishop & Co Investment Management, LLC
DECREASED91,72492,765-1,041-1%$15.3M$14.7M-$525.3K2026-11-05
Occidental Asset Management, LLC
DECREASED91,10092,587-1,487-2%$15.2M$14.6M-$596.4K2026-11-05
First Horizon Corp
DECREASED87,83094,904-7,074-7%$15.6M$14.1M-$1.5M2026-10-26
Bokf, NA
DECREASED87,17789,096-1,919-2%$14.7M$14.0M-$652.4K2026-10-27
Clearstead Advisors, LLC
INCREASED82,21281,640+572+1%$13.4M$13.2M-$223.5K2026-11-06
Savant Capital, LLC
DECREASED81,56181,731-1700%$13.5M$13.1M-$345.1K2026-11-06
LifeWealth Investments, LLC
INCREASED77,60277,276+326+0%$12.7M$12.5M-$245.9K2026-10-21
Investment Partners, Ltd.
INCREASED74,04638,732+35,314+91%$6.4M$11.9M+$5.5M2026-10-29
WestHill Financial Advisors, Inc.
DECREASED73,37874,979-1,601-2%$12.3M$11.8M-$546.9K2026-10-14
Bank of New York Mellon Corp
INCREASED73,07066,581+6,489+10%$11.0M$11.7M+$786.2K2026-11-05
Sentinel Advisory Group, LLC
INCREASED70,62568,855+1,770+3%$11.3M$11.4M+$18.7K2026-10-20
XML Financial, LLC
INCREASED68,41568,063+352+1%$11.2M$11.0M-$206.0K2026-10-29
Sterling Capital Management LLC
DECREASED65,104119,234-54,130-45%$19.6M$10.5M-$9.2M2026-10-22
Conning Inc.
INCREASED63,59159,718+3,873+6%$9.8M$10.2M+$392.0K2026-10-27
Howard Bailey Securities, LLC
INCREASED62,47361,554+919+1%$10.1M$10.0M-$89.8K2026-10-27
Corundum Group, Inc.
INCREASED62,24661,801+445+1%$10.2M$10.0M-$167.0K2026-10-28
MFA Wealth Advisors, LLC
INCREASED58,6129,882+48,730+493%$1.6M$9.4M+$7.8M2026-10-07
Park Avenue Securities LLC
INCREASED58,61255,875+2,737+5%$9.2M$9.4K-$9.2M2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED58,41160,364-1,953-3%$10.0M$9.6M-$413.0K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED54,46151,861+2,600+5%$8.5M$8.8K-$8.5M2026-11-02
Legacy Edge Advisors, LLC
DECREASED54,37655,797-1,421-3%$9.2M$8.7M-$443.8K2026-11-06
Inlight Wealth Management, LLC
DECREASED53,79453,876-820%$8.9M$8.6M-$221.1K2026-10-21
Powell Investment Advisors, LLC
INCREASED53,25953,243+16+0%$8.8M$8.6M-$202.9K2026-10-22
Inspirion Wealth Advisors, LLC
DECREASED52,78153,012-2310%$8.7M$8.5M-$255.1K2026-10-09
UMB Bank, n.a.
DECREASED51,93454,824-2,890-5%$9.0M$8.3M-$676.2K2026-11-06
Summit Wealth Group LLC / Co
DECREASED51,55155,347-3,796-7%$9.1M$8.3M-$823.8K2026-10-29
Farther Finance Advisors, LLC
INCREASED48,14143,769+4,372+10%$7.2M$7.7M+$533.8K2026-10-08
Ticino Wealth
INCREASED46,45246,411+41+0%$7.6M$7.5M-$172.6K2026-10-13
James J. Burns & Company, LLC
DECREASED46,32447,117-793-2%$7.8M$7.4M-$309.7K2026-10-22
Processus Wealth & Capital Management, LLC
DECREASED45,79346,478-685-1%$7.7M$7.4M-$289.5K2026-10-16
Modera Wealth Management, LLC
DECREASED44,57646,208-1,632-4%$7.6M$7.2M-$440.7K2026-10-28
Key Capital Management, Inc
INCREASED43,81238,806+5,006+13%$6.4M$7.0M+$654.9K2026-11-03
Farmers & Merchants Investments Inc
INCREASED43,37843,316+62+0%$7.1M$7.0M-$157.2K2026-10-22
Accredited Investors Inc.
DECREASED42,34942,995-646-1%$7.1M$6.8M-$269.8K2026-11-03
Sowell Financial Services LLC
DECREASED42,20047,350-5,150-11%$7.8M$6.8M-$1.0M2026-10-23
Montgomery Financial Services LLC
INCREASED40,68139,630+1,051+3%$6.5M$6.5M+$15.8K2026-11-03
Midwest Trust Co
DECREASED40,01140,508-497-1%$6.7M$6.4M-$236.2K2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED39,920194,138-154,218-79%$32.0M$6.4M-$25.5M2026-11-05
Mather Group, Llc.
INCREASED38,98538,937+48+0%$6.4M$6.3M-$142.6K2026-10-14
First Merchants Corp
INCREASED38,95137,494+1,457+4%$6.2M$6.3M+$89.5K2026-10-15
Simplicity Wealth,LLC
INCREASED38,27536,715+1,560+4%$6.0M$6.2M+$109.0K2026-10-23
Mullaney, Keating & Wright, Inc.
DECREASED37,91139,823-1,912-5%$6.6M$6.1M-$461.1K2026-10-19
Kelsey Financial, LLC
DECREASED34,80436,016-1,212-3%$5.9M$5.6M-$333.8K2026-10-28
Regions Financial Corp
DECREASED34,63836,928-2,290-6%$6.1M$5.6M-$510.6K2026-11-05
Councilor Wealth, LLC
DECREASED34,05635,451-1,395-4%$5.8M$5.5M-$361.2K2026-10-09
Whitaker-Myers Wealth Managers, Ltd.
DECREASED33,78841,232-7,444-18%$6.8M$5.4M-$1.4M2026-10-09
Falcon Wealth Planning
INCREASED33,63832,213+1,425+4%$5.3M$5.4M+$104.6K2026-11-06
Focus Financial Network, Inc.
INCREASED33,58333,437+146+0%$5.5M$5.4M-$105.6K2026-10-14
Principal Financial Group Inc
INCREASED33,42515,825+17,600+111%$2.6M$5.4M+$2.8M2026-11-02
McAdam, LLC
DECREASED32,85433,846-992-3%$5.6M$5.3M-$290.1K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED32,52632,174+352+1%$5.3M$5.2M-$67.7K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED32,19027,518+4,672+17%$4.5M$5.2M+$644.6K2026-10-16
LWM Advisors Inc
INCREASED31,54431,446+98+0%$5.2M$5.1M-$105.7K2026-10-08
Community Bank, N.A.
DECREASED30,03530,065-300%$4.9M$4.8M-$120.9K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED29,77627,136+2,640+10%$4.5M$4.8M+$319.6K2026-11-05
City Holding Co
INCREASED29,67928,459+1,220+4%$4.7M$4.8M+$86.2K2026-10-19
Moran Wealth Management, LLC
DECREASED29,60378,357-48,754-62%$12.9M$4.8M-$8.1M2026-10-22
VestGen Advisors, LLC
DECREASED29,12629,798-672-2%$4.9M$4.7M-$223.0K2026-10-27
Auour Investments LLC
DECREASED28,85129,101-250-1%$4.8M$4.6M-$152.6K2026-10-28
ARK & TLK Investments, LLC
UNCHANGED28,47728,47700%$4.7M$4.6M-$109.9K2026-10-20
Arcadia Wealth Management, LLC
DECREASED27,39442,775-15,381-36%$7.0M$4.4M-$2.6M2026-10-22
Ascent Group, LLC
DECREASED26,62526,936-311-1%$4.4M$4.3M-$154.0K2026-10-30
Eukles Asset Management
INCREASED26,25222,963+3,289+14%$3.8M$4.2M+$440.1K2026-11-04
Connecticut Wealth Management, LLC
UNCHANGED26,05426,05400%$4.3M$4.2M-$100.6K2026-10-13
Harbor Investment Advisory, LLC
DECREASED24,52224,658-136-1%$4.1M$3.9M-$117.0K2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED24,19318,127+6,066+33%$3.0M$3.9M+$905.0K2026-11-04
Wilmington Savings Fund Society, FSB
INCREASED24,17517,167+7,008+41%$2.8M$3.9M+$1.1M2026-10-23
Sigma Planning Corp
DECREASED23,52824,464-936-4%$4.0M$3.8M-$244.9K2026-10-23
Sage Financial Group Inc
DECREASED23,31023,453-143-1%$3.9M$3.7M-$113.5K2026-10-27
MSH Capital Advisors LLC
DECREASED23,13124,826-1,695-7%$4.1M$3.7M-$368.3K2026-11-03
Equitable Trust Co
INCREASED22,89922,541+358+2%$3.7M$3.7M-$29.5K2026-10-13
Friday Financial
INCREASED22,8886,966+15,922+229%$1.2M$3.7M+$2.5M2026-10-09
Amarillo National Bank
UNCHANGED22,59222,59200%$3.7M$3.6M-$87.2K2026-10-23
Tectonic Advisors LLC
DECREASED22,44523,289-844-4%$3.8M$3.6M-$225.6K2026-10-22
Hapanowicz & Associates Financial Services, Inc
DECREASED21,73521,935-200-1%$3.6M$3.5M-$116.8K2026-10-29
Condor Capital Management
INCREASED21,64821,586+62+0%$3.6M$3.5M-$73.4K2026-11-06
Whitegate Investment Counselors, Inc.
DECREASED21,35921,394-350%$3.5M$3.4M-$88.2K2026-11-02
Oppenheimer & Co Inc
INCREASED20,90620,809+97+0%$3.4M$3.4M-$64.7K2026-10-26
First Pacific Financial
DECREASED20,81220,950-138-1%$3.4M$3.3M-$103.1K2026-10-14
Q3 Asset Management
DECREASED20,42820,541-113-1%$3.4M$3.3M-$98.0K2026-11-06
Atlas Brown,Inc.
DECREASED20,02020,039-190%$3.3M$3.2M-$80.3K2026-10-09
Anchor Capital Advisors LLC
DECREASED19,647236,815-217,168-92%$39.0M$3.2M-$35.8M2026-11-05
Brighton Jones LLC
INCREASED19,18319,031+152+1%$3.1M$3.1M-$48.9K2026-11-03
Strategic Blueprint, LLC
DECREASED19,04819,284-236-1%$3.2M$3.1M-$112.4K2026-10-22
HBK Sorce Advisory LLC
DECREASED19,00823,675-4,667-20%$4.0M$3.2M-$829.0K2026-11-06
IFP Advisors, Inc
INCREASED18,84417,965+879+5%$3.0M$3.0M+$71.9K2026-10-16
Telos Capital Management, Inc.
INCREASED18,84317,820+1,023+6%$2.9M$3.0M+$95.7K2026-11-02
Capital Squared Financial LLC
DECREASED18,45718,600-143-1%$3.1M$3.0M-$94.7K2026-10-30
Assetmark, Inc
DECREASED18,27953,724-35,445-66%$8.8M$2.9M-$5.9M2026-10-21
Heck Capital Advisors, LLC
INCREASED18,22717,216+1,011+6%$2.8M$2.9M+$96.1K2026-10-14
Brady Martz Wealth Solutions, LLC
DECREASED18,06723,696-5,629-24%$3.9M$2.9M-$996.2K2026-11-05
HUB Investment Partners, LLC
DECREASED17,54417,797-253-1%$2.9M$2.8M-$109.3K2026-11-03
Parallel Advisors, LLC
INCREASED17,14317,093+50+0%$2.8M$2.8M-$58.1K2026-11-03
LMG Wealth Partners, LLC
UNCHANGED17,14217,14200%$2.8M$2.8M-$66.2K2026-11-05
KMG Fiduciary Partners, LLC
DECREASED16,93417,912-978-5%$2.9M$2.7M-$226.3K2026-10-14
Nations Financial Group Inc,
DECREASED16,76318,145-1,382-8%$3.0M$2.7M-$292.1K2026-11-05
Allegheny Financial Group
INCREASED16,40416,283+121+1%$2.7M$2.6M-$43.5K2026-11-05
Noble Family Wealth, LLC
UNCHANGED16,24416,24400%$2.7M$2.6M-$62.7K2026-10-26
Citigroup Inc
DECREASED15,77316,074-301-2%$2.6M$2.5M-$110.5K2026-11-04
Quadrant Capital Group LLC
UNCHANGED14,47414,47400%$2.4M$2.4M+$12.0K2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED14,22014,339-119-1%$2.4M$2.3M-$74.5K2026-10-19
Alpine Bank Wealth Management
UNCHANGED14,21214,21200%$2.3M$2.3M-$54.9K2026-10-16
Goelzer Investment Management, Inc.
DECREASED13,93613,956-200%$2.3M$2.2M-$57.1K2026-10-16
Meridian Wealth Management, LLC
DECREASED13,85414,009-155-1%$2.3M$2.2M-$79.0K2026-11-05
D.A. Davidson & Co.
INCREASED13,33812,867+471+4%$2.1M$2.1M+$26.0K2026-10-28
Horst & Graben Wealth Management LLC
DECREASED13,21313,469-256-2%$2.2M$2.1M-$96.5K2026-11-02
Choreo, LLC
DECREASED12,80713,238-431-3%$2.2M$2.1M-$120.4K2026-10-28
Vise Technologies, Inc.
INCREASED12,2427,730+4,512+58%$1.3M$2.0M+$695.5K2026-10-29
Russell Investments Group, Ltd.
INCREASED12,2083,454+8,754+253%$568.5K$2.0M+$1.4M2026-11-06
Csenge Advisory Group
DECREASED12,19212,221-290%$2.0M$2.0M-$51.8K2026-11-04
Compound Planning, Inc.
DECREASED11,79917,084-5,285-31%$2.8M$1.9M-$915.5K2026-11-05
Cullen T Bankers, Inc.
INCREASED11,61910,685+934+9%$1.8M$1.9M+$108.8K2026-10-28
Eagle Strategies LLC
DECREASED11,60411,673-69-1%$1.9M$1.9M-$56.2K2026-10-16
Courier Capital LLC
INCREASED11,51211,489+23+0%$1.9M$1.9M-$40.7K2026-10-19
Insight 2811, Inc.
INCREASED11,22011,213+7+0%$1.8M$1.8M-$42.2K2026-11-06
TD Private Client Wealth LLC
DECREASED11,17111,322-151-1%$1.9M$1.8M-$68.0K2026-10-28
Legacy Bridge, LLC
UNCHANGED10,95010,95000%$1.8M$1.8M-$42.3K2026-10-28
Nuance Investments, LLC
DECREASED10,93922,856-11,917-52%$3.8M$1.8M-$2.0M2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED10,9319,151+1,780+19%$1.5M$1.8M+$250.8K2026-10-20
Trust Point Inc.
DECREASED10,86410,991-127-1%$1.8M$1.7M-$62.8K2026-10-27
Prospera Financial Services Inc
INCREASED10,8469,554+1,292+14%$1.6M$1.8M+$271.8K2026-11-04
Vertrix Wealth Management, LLC
DECREASED10,52911,268-739-7%$1.9M$1.7M-$162.3K2026-10-13
Bedel Financial Consulting, Inc.
DECREASED10,27310,294-210%$1.7M$1.7M-$43.1K2026-11-06
HB Wealth Management, LLC
INCREASED10,1128,701+1,411+16%$1.4M$1.6M+$193.2K2026-10-23
Affinity Capital Advisors, LLC
DECREASED9,99810,358-360-3%$1.7M$1.6M-$71.6K2026-10-13
Wesbanco Bank Inc
DECREASED9,91718,223-8,306-46%$3.0M$1.6M-$1.4M2026-11-04
Private Trust Co NA
INCREASED9,8729,103+769+8%$1.5M$1.6M+$88.5K2026-10-20
Thrivent Financial for Lutherans
INCREASED9,7739,733+40+0%$1.6M$1.6M-$27.0K2026-11-05
Granville Capital, Inc.
UNCHANGED9,7019,70100%$1.6M$1.6M-$37.4K2026-11-05
MV Capital Management, Inc.
DECREASED9,6039,720-117-1%$1.6M$1.5M-$56.3K2026-10-29
Global Trust Wealth Management LLC
INCREASED9,2989,291+7+0%$1.5M$1.5M-$34.7K2026-10-14
Wealthcare Advisory Partners LLC
INCREASED9,2857,393+1,892+26%$1.2M$1.5M+$275.5K2026-10-21
Sonata Capital Group Inc
DECREASED9,2569,301-450%$1.5M$1.5M-$43.1K2026-10-19
Luts & Greenleigh Group, Inc.
DECREASED9,2079,307-100-1%$1.5M$1.5M-$51.9K2026-11-05
Brookstone Capital Management
INCREASED8,8975,850+3,047+52%$963.0K$1.4M+$467.1K2026-10-22
Secure Asset Management, LLC
DECREASED8,75910,719-1,960-18%$1.8M$1.4M-$356.5K2026-10-19
Clearwave Capital, LLC
DECREASED8,7509,136-386-4%$1.5M$1.4M-$97.3K2026-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED8,6878,563+124+1%$1.4M$1.5M+$38.9K2026-10-21
Lanark Financial, Inc.
INCREASED8,5366,865+1,671+24%$1.1M$1.4M+$242.1K2026-10-26
Allstreet Capital Advisors LLC
DECREASED8,4208,683-263-3%$1.4M$1.4M-$75.8K2026-11-04
Evensky & Katz LLC
DECREASED8,3198,343-240%$1.4M$1.3K-$1.4M2026-10-27
FWG Investments, Llc.
DECREASED8,2398,914-675-8%$1.5M$1.3M-$143.0K2026-11-03
Saxon Interests, Inc.
DECREASED8,2318,283-52-1%$1.4M$1.3M-$40.3K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED8,0645,120+2,944+58%$842.7K$1.3M+$453.5K2026-10-23
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED7,9997,99900%$1.3M$1.3M-$30.9K2026-10-29
Rebalance, LLC
INCREASED7,9867,957+29+0%$1.3M$1.3M-$26.1K2026-10-22
Financial Guidance Group, Inc.
DECREASED7,9438,103-160-2%$1.3M$1.3M-$57.0K2026-10-21
Ipswich Investment Management Co., Inc.
UNCHANGED7,9207,92000%$1.3M$1.3M-$30.6K2026-10-13
Glenview Trust Co
UNCHANGED7,7607,76000%$1.3M$1.2M-$30.0K2026-10-28
Quest 10 Wealth Builders, Inc.
INCREASED7,6327,626+6+0%$1.3M$1.2M-$28.6K2026-11-02
ADE, LLC
INCREASED7,5867,579+7+0%$1.2M$1.2M-$28.2K2026-10-29
Norden Group LLC
UNCHANGED7,5697,56900%$1.2M$1.2M-$29.2K2026-10-20
Parkside Financial Bank & Trust
DECREASED7,3977,731-334-4%$1.3M$1.2M-$83.5K2026-10-27
Cornerstone Wealth Management, LLC
DECREASED7,2887,372-84-1%$1.2M$1.2M-$42.0K2026-11-04
Home Federal Bank of Tennessee
DECREASED7,2677,421-154-2%$1.2M$1.2M-$53.4K2026-10-15
First National Trust Co
DECREASED7,2598,519-1,260-15%$1.4M$1.2M-$235.4K2026-10-28
Warwick Investment Management, Inc.
DECREASED7,2597,525-266-4%$1.2M$1.2M-$71.8K2026-10-19
Stonebridge Financial Planning Group, LLC
INCREASED7,2195,458+1,761+32%$898.5K$1.2M+$261.9K2026-11-06
MCF Advisors LLC
INCREASED7,1876,419+768+12%$1.1M$1.2M+$98.6K2026-10-28
Beacon Bank & Trust
DECREASED7,17412,960-5,786-45%$2.1M$1.2M-$980.1K2026-10-27
Five Oceans Advisors
DECREASED7,1647,166-20%$1.2M$1.2M-$28.0K2026-10-22
PKS Advisory Services, LLC
UNCHANGED7,0567,05600%$1.2M$1.2M$02026-10-26
McClarren Financial Advisors, Inc.
NEW6,966—+6,966——$2.9M—2026-10-15
Private Management Group Inc
DECREASED6,9496,978-290%$1.1M$1.1M-$31.6K2026-11-04
Intergy Private Wealth, LLC
UNCHANGED6,9266,92600%$1.1M$1.1M-$26.7K2026-10-16
Renasant Bank
DECREASED6,9158,075-1,160-14%$1.3M$1.1M-$217.6K2026-11-05
Viewpoint Capital Management LLC
INCREASED6,8196,522+297+5%$1.1M$1.1M+$22.6K2026-10-27
Bailard, Inc.
UNCHANGED6,8096,80900%$1.1M$1.1M-$26.3K2026-10-13
Greenleaf Trust
DECREASED6,7337,393-660-9%$1.2M$1.1M-$134.6K2026-10-29
Davenport & Co LLC
INCREASED6,5616,459+102+2%$1.1M$1.1M-$8.5K2026-10-14
Avior Wealth Management, LLC
DECREASED6,5546,639-85-1%$1.1M$1.1M-$39.3K2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED6,5396,613-74-1%$1.1M$1.1M-$37.4K2026-10-22
Gryphon Financial Partners LLC
INCREASED6,4595,245+1,214+23%$863.4K$1.0M+$174.9K2026-11-04
Sacks & Associates, LLC
DECREASED6,3226,498-176-3%$1.1M$1.0M-$69.5K2026-10-09
Global Wealth Management Investment Advisory, Inc.
DECREASED6,3076,490-183-3%$1.1M$1.0M-$54.5K2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED6,2606,463-203-3%$1.1M$1.0M-$59.7K2026-10-13
Auxano Advisors, LLC
UNCHANGED6,1686,16800%$1.0M$991.4K-$23.8K2026-11-06
Harbour Capital Advisors, LLC
UNCHANGED6,1506,15000%$1.0M$988.6K-$28.8K2026-10-13
Mycio Wealth Partners, LLC
INCREASED6,1466,124+22+0%$1.0M$987.9K-$20.1K2026-11-04
Roberts Financial Services LLC
DECREASED6,1126,797-685-10%$1.1M$982.4K-$136.4K2026-10-23
Stegner Investment Associates Inc.
DECREASED6,1076,181-74-1%$1.0M$981.6K-$35.8K2026-10-15
Asempa Wealth Advisors
DECREASED6,0068,172-2,166-27%$1.3M$971.5K-$373.6K2026-10-07
Prosperity Planning, Inc.
DECREASED5,9766,086-110-2%$1.0M$960.6K-$41.2K2026-10-09
Ascentis Independent Advisors
NEW5,913—+5,913——$950.8K—2026-11-03
JP Wealth Management, Inc.
UNCHANGED5,8685,86800%$647.4K$626.2K-$21.2K2026-10-07
Revolve Wealth Partners, LLC
UNCHANGED5,8365,83600%$960.6K$938.1K-$22.5K2026-10-23
Crescent Grove Advisors, LLC
UNCHANGED5,8145,81400%$957.0K$934.5K-$22.4K2026-10-21
Farmers & Merchants Trust Co of Long Beach
UNCHANGED5,7305,73000%$943.2K$921.0K-$22.1K2026-10-22
Tranquility Partners, LLC
DECREASED5,5966,040-444-7%$994.2K$899.5K-$94.7K2026-10-20
Rockland Trust Co
INCREASED5,5494,723+826+17%$777.4K$891.9K+$114.5K2026-10-05
Central Trust Co
INCREASED5,5074,177+1,330+32%$687.5K$885.2K+$197.7K2026-11-05
Romano Brothers and Company
UNCHANGED5,4665,46600%$899.7K$878.6K-$21.1K2026-10-22
SBK Financial, Inc.
DECREASED5,4496,840-1,391-20%$1.1M$875.9K-$250.0K2026-11-02
Washington Trust Bank
INCREASED5,2384,666+572+12%$768.0K$842.0K+$73.9K2026-11-03
Wedgewood Investors Inc
DECREASED5,2125,692-480-8%$936.9K$837.8K-$99.1K2026-10-28
Stevens Capital Partners
INCREASED5,2004,904+296+6%$807.1K$835.8K+$28.6K2026-10-29
Old National Bancorp
UNCHANGED5,1565,15600%$848.7K$828.8K-$19.9K2026-10-20
Valeo Financial Advisors, LLC
DECREASED5,0265,038-120%$829.7K$809.6K-$20.1K2026-10-08
One Day In July LLC
UNCHANGED4,9914,99100%$821.5K$802.3K-$19.3K2026-10-30
Canandaigua National Bank & Trust Co
INCREASED4,9544,838+116+2%$796.3K$796.3K-$292026-10-07
Northstar Asset Management Co
UNCHANGED4,9534,95300%$824.6K$832.6K+$8.1K2026-10-22
B.O.S.S. Retirement Advisors, LLC
DECREASED4,9455,437-492-9%$894.9K$794.9K-$100.0K2026-10-26
City Center Advisors, LLC
DECREASED4,8774,889-120%$804.7K$783.9K-$20.8K2026-10-08
SAX Wealth Advisors, LLC
INCREASED4,7954,502+293+7%$656.2K$770.8K+$114.6K2026-10-13
Atria Investments, Inc
DECREASED4,7675,095-328-6%$838.6K$766.2K-$72.4K2026-10-15
Smith & Howard Wealth Management, LLC
UNCHANGED4,6174,61700%$760.0K$742.1K-$17.8K2026-10-27
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED4,6154,61500%$759.6K$741.8K-$17.8K2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED4,6094,415+194+4%$726.8K$740.8K+$14.0K2026-10-16
Signal Advisors Wealth, LLC
DECREASED4,5144,770-256-5%$785.1K$725.5K-$59.6K2026-10-13
Mesirow Financial Investment Management, Inc.
DECREASED4,4105,442-1,032-19%$895.6K$708.9K-$186.7K2026-11-05
Missouri Trust & Investment Co
DECREASED4,3904,465-75-2%$746.0K$705.6K-$40.4K2026-11-04
Legacy Capital Wealth Partners, LLC
NEW4,382—+4,382——$704.4K—2026-10-21
BIP Wealth, LLC
DECREASED4,3754,376-10%$720.2K$703.2K-$17.0K2026-10-22
Bensler, LLC
INCREASED4,3394,323+16+0%$711.6K$697.4K-$14.2K2026-11-05
Lloyd Advisory Services, Llc.
DECREASED4,2694,326-57-1%$712.0K$686.2K-$25.9K2026-11-02
Northern Lights Advisors, Inc.
DECREASED4,2604,261-10%$701.4K$684.8K-$16.6K2026-10-21
Annex Advisory Services, LLC
INCREASED4,2514,226+25+1%$695.6K$683.3K-$12.2K2026-10-16
Integrity Alliance, Llc.
INCREASED4,2064,105+101+2%$675.7K$676.1K+$4612026-10-29
Busey Bank
UNCHANGED4,1844,18400%$688.7K$672.5K-$16.2K2026-10-26
Pinnacle Bancorp, Inc.
DECREASED4,1604,195-35-1%$690.5K$668.7K-$21.8K2026-10-21
Avidian Wealth Enterprises, LLC
NEW4,129—+4,129——$663.7K—2026-10-08
Principle Wealth Partners LLC
UNCHANGED4,1104,11000%$676.5K$660.6K-$15.9K2026-11-02
Skyline Advisors, Inc.
INCREASED4,0524,038+14+0%$664.7K$651.4K-$13.3K2026-11-03
Investmark Advisory Group LLC
INCREASED4,0381,976+2,062+104%$325.3K$649.2K+$323.9K2026-10-27
Paladin Partners, LLC
UNCHANGED4,0304,03000%$663.3K$647.8K-$15.6K2026-10-06
Apella Capital, LLC
INCREASED4,0284,000+28+1%$663.0K$655.8K-$7.2K2026-10-08
Financial Management Network Inc
DECREASED4,0144,044-30-1%$671.8K$652.5K-$19.2K2026-10-09
Diversified Trust Co
INCREASED4,0053,914+91+2%$644.2K$643.8K-$4802026-11-06
Parkshore Wealth Management, Inc.
DECREASED3,9754,005-30-1%$659.2K$638.9K-$20.4K2026-10-13
Spectrum Advisors, Inc.
DECREASED3,9634,067-104-3%$669.5K$636.9K-$32.5K2026-11-03
Enclave Advisors LLC
UNCHANGED3,9313,93100%$647.0K$631.9K-$15.2K2026-10-14
Manchester Capital Management LLC
UNCHANGED3,9313,93100%$647.0K$631.9K-$15.2K2026-10-22
Exchange Traded Concepts, LLC
DECREASED3,9204,156-236-6%$684.1K$630.1K-$54.0K2026-10-28
Ocean Park Asset Management, LLC
DECREASED3,9204,156-236-6%$684.1K$630.1K-$54.0K2026-10-21
Oak Asset Management, LLC
INCREASED3,8943,863+31+1%$635.9K$625.9K-$9.9K2026-10-13
Cahaba Wealth Management, Inc.
INCREASED3,8263,814+12+0%$627.7K$614.9K-$12.8K2026-10-26
Capital Investment Advisors, LLC
INCREASED3,7722,958+814+28%$486.8K$606.4K+$119.6K2026-10-22
Evanson Financial, LLC
INCREASED3,7013,700+1+0%$609.1K$594.9K-$14.2K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED3,6923,711-19-1%$610.8K$593.5K-$17.4K2026-11-04
Decker Retirement Planning Inc.
DECREASED3,6873,932-245-6%$647.1K$592.7K-$54.5K2026-10-19
Apollon Wealth Management, LLC
INCREASED3,6733,541+132+4%$582.9K$590.3K+$7.4K2026-10-23
Washington Trust Co
UNCHANGED3,6713,67100%$604.2K$590.1K-$14.2K2026-10-22
Sherman Wealth Management LLC
INCREASED3,6563,649+7+0%$600.7K$587.7K-$12.9K2026-10-16
Compass Ion Advisors, LLC
INCREASED3,6543,503+151+4%$576.5K$587.3K+$10.8K2026-10-23
Berkeley, Inc
INCREASED3,6463,645+1+0%$600.0K$586.1K-$13.9K2026-10-20
AdvisorNet Financial, Inc
DECREASED3,6274,482-855-19%$737.7K$595.8K-$141.9K2026-10-15
Guidance Point Advisors, LLC
INCREASED3,6243,611+13+0%$594.5K$582.6K-$11.9K2026-10-15
Guardian Asset Advisors, LLC
INCREASED3,6023,592+10+0%$591.2K$579.5K-$11.8K2026-10-16
Pinion Investment Advisors, LLC
DECREASED3,6013,635-34-1%$598.4K$578.7K-$19.6K2026-11-04
Parcion Private Wealth LLC
UNCHANGED3,5893,58900%$590.7K$576.9K-$13.9K2026-10-28
PFG Advisors
DECREASED3,5823,762-180-5%$619.3K$575.7K-$43.5K2026-10-16
Finley Financial, LLC
UNCHANGED3,5653,56500%$586.8K$576.7K-$10.1K2026-10-28
Willner & Heller, LLC
DECREASED3,5534,004-451-11%$659.1K$571.0K-$88.0K2026-10-28
CPC Advisors, LLC
UNCHANGED3,5453,54500%$583.5K$569.8K-$13.7K2026-10-21
Baker Ellis Asset Management LLC
UNCHANGED3,5173,51700%$578.9K$565.3K-$13.6K2026-10-14
StoneX Group Inc.
NEW3,505—+3,505——$581.4K—2026-11-03
Spire Wealth Management
DECREASED3,4963,815-319-8%$627.9K$561.9K-$66.0K2026-10-30
Allspring Global Investments Holdings, LLC
DECREASED3,47818,155-14,677-81%$3.0M$562.6K-$2.4M2026-11-04
21 West Wealth Management LLC
UNCHANGED3,4223,42200%$563.3K$550.1K-$13.2K2026-10-13
Highland Capital Management, LLC
UNCHANGED3,4103,41000%$561.3K$548.1K-$13.2K2026-10-26
Centennial Advisors, LLC
DECREASED3,3833,559-176-5%$585.8K$543.8K-$42.0K2026-10-21
Granite Group Advisors, LLC
DECREASED3,3003,800-500-13%$625.5K$530.4K-$95.0K2026-10-14
Allen Investment Management, LLC
UNCHANGED3,2453,24500%$534.1K$521.6K-$12.5K2026-11-03
Navigation Wealth Management, Inc.
INCREASED3,1503,065+85+3%$504.5K$519.8K+$15.3K2026-11-03
WealthPlan Investment Management, LLC
DECREASED3,1423,162-20-1%$520.5K$505.0K-$15.4K2026-10-15
Grove Bank & Trust
UNCHANGED3,1413,14100%$517.0K$504.9K-$12.1K2026-10-08
MGO One Seven LLC
INCREASED3,1252,752+373+14%$453.0K$502.3K+$49.3K2026-10-28
Foster Victor Wealth Advisors, LLC
INCREASED3,1152,288+827+36%$378.6K$514.6K+$135.9K2026-10-21
JFS Wealth Advisors, LLC
DECREASED3,1083,168-60-2%$521.5K$499.6K-$21.9K2026-11-03
Anderson Hoagland & Co
UNCHANGED3,1003,10000%$510.3K$524.6K+$14.3K2026-10-23
Axxcess Wealth Management, LLC
NEW3,097—+3,097——$497.9K—2026-10-21
Breakwater Capital Group
INCREASED3,0443,039+5+0%$500.2K$489.3K-$10.9K2026-10-09
Asset One Wealth Management LLC
INCREASED3,0422,962+80+3%$489.7K$489.0K-$7312026-11-02
Woodmont Investment Counsel LLC
UNCHANGED3,0223,02200%$497.4K$485.8K-$11.7K2026-10-29
Fulton Bank, N.A.
INCREASED3,0142,839+175+6%$467.3K$484.5K+$17.2K2026-10-14
Firestone Capital Management
UNCHANGED3,0103,01000%$495.4K$483.8K-$11.6K2026-11-03
First Bancorp, Inc
UNCHANGED3,0103,01000%$495.4K$483.8K-$11.6K2026-10-26
BCS Wealth Management
UNCHANGED3,0003,00000%$493.8K$482.2K-$11.6K2026-11-03
Pittenger & Anderson Inc
UNCHANGED3,0003,00000%$493.8K$482.2K-$11.6K2026-11-02
Diversified Management Inc
INCREASED2,9762,875+101+4%$473.2K$478.4K+$5.1K2026-10-08
Richardson Capital Management LLC
UNCHANGED2,9662,96600%$488.2K$476.8K-$11.4K2026-10-23
Fortitude Family Office, LLC
UNCHANGED2,9602,96000%$487.2K$475.8K-$11.4K2026-10-14
Appleton Partners Inc
UNCHANGED2,9462,94600%$485.0K$474-$484.5K2026-10-30
Partners in Financial Planning
INCREASED2,9212,919+2+0%$480.4K$469.6K-$10.8K2026-11-06
Davidson Trust Co
UNCHANGED2,9202,92000%$480.6K$469.4K-$11.3K2026-10-09
Pinnacle Associates LTD
DECREASED2,9072,984-77-3%$491.2K$467.2K-$24.0K2026-10-20
First United Bank & Trust
DECREASED2,9012,981-80-3%$490.7K$466.3K-$24.4K2026-10-22
Trilogy Capital Inc.
DECREASED2,8752,910-35-1%$478.9K$462.2K-$16.7K2026-10-20
Dagco, Inc.
UNCHANGED2,8662,86600%$471.7K$460.7K-$11.1K2026-10-20
Valmark Advisers, Inc.
UNCHANGED2,8512,85100%$469.3K$458.3K-$11.0K2026-11-06
Associated Banc-Corp
INCREASED2,8441,511+1,333+88%$248.7K$457.1K+$208.4K2026-10-30
Legacy Wealth Partners, LLC
INCREASED2,8382,771+67+2%$456.1K$456.2K+$1302026-10-15
Kanawha Capital Management LLC
DECREASED2,8012,821-20-1%$464.3K$450.2K-$14.1K2026-10-19
First Financial Corp
INCREASED2,7992,667+132+5%$439.0K$449.9K+$10.9K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,7872,581+206+8%$424.8K$448.0K+$23.2K2026-10-27
Dynamic Financial Group
INCREASED2,7762,775+1+0%$456.8K$446.2K-$10.7K2026-10-28
XY Planning Network, Inc.
INCREASED2,7592,646+113+4%$435.5K$443.5K+$8.0K2026-10-14
Cranbrook Wealth Management, LLC
DECREASED2,7482,777-29-1%$457.1K$441.7K-$15.4K2026-10-28
Diversify Advisory Services, LLC
INCREASED2,7052,344+361+15%$392.5K$450.5K+$58.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED2,7052,344+361+15%$392.5K$450.5K+$58.0K2026-10-20
Smart Wealth LLC
DECREASED2,6942,752-58-2%$452.9K$433.1K-$19.9K2026-11-04
Holland Advisory Services, Inc.
INCREASED2,6922,685+7+0%$442.0K$432.7K-$9.3K2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED2,6762,67600%$440.5K$430.2K-$10.3K2026-10-15
Citizens Financial Group Inc
INCREASED2,6432,614+29+1%$430.3K$424.8K-$5.4K2026-10-23
Florida Trust Wealth Management Co
DECREASED2,6312,749-118-4%$452.5K$422.9K-$29.6K2026-11-05
NTV Asset Management LLC
UNCHANGED2,6262,62600%$432.2K$422.1K-$10.1K2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED2,6172,616+1+0%$430.6K$420.7K-$9.9K2026-10-16
Roman Butler Fullerton & Co
INCREASED2,6162,614+2+0%$433.1K$432.3K-$8622026-10-27
Acima Private Wealth, LLC
UNCHANGED2,5852,58500%$425.5K$415.5K-$10.0K2026-10-05
Joel Isaacson & Co., LLC
INCREASED2,5682,512+56+2%$413.4K$412.8K-$6192026-11-05
Builder Investment Group Inc
UNCHANGED2,5402,54000%$418.1K$408.3K-$9.8K2026-10-22
Cohen Capital Management, Inc.
INCREASED2,5352,532+3+0%$416.8K$407.5K-$9.3K2026-10-14
Vaughan David Investments LLC
UNCHANGED2,5332,53300%$417.0K$407.0K-$10.0K2026-11-05
Fragasso Financial Advisors Inc
INCREASED2,5241,918+606+32%$315.7K$416.2K+$100.5K2026-10-13
Ballast, Inc.
UNCHANGED2,4872,48700%$409.4K$399.8K-$9.6K2026-10-20
Triad Wealth Partners, LLC
DECREASED2,4842,531-47-2%$427.2K$399.2K-$28.0K2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED2,4552,449+6+0%$403.2K$394.7K-$8.5K2026-10-26
Mission Wealth Management, LP
DECREASED2,4534,072-1,619-40%$670.2K$394.2K-$276.0K2026-10-15
Level Wealth Management LLC
UNCHANGED2,4482,44800%$402.9K$393.5K-$9.4K2026-10-23
Patriot Investment Management Group, Inc.
UNCHANGED2,4162,41600%$397.7K$388.3K-$9.3K2026-10-15
LJI Wealth Management, LLC
UNCHANGED2,3982,39800%$394.6K$385.4K-$9.3K2026-10-28
Private Client Services, LLC
DECREASED2,3922,584-192-7%$425.2K$384.5K-$40.8K2026-10-02
Independent Financial Group, LLC
INCREASED2,3842,235+149+7%$368.0K$383.2K+$15.2K2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED2,3432,259+84+4%$371.8K$376.6K+$4.8K2026-10-23
Dynamic Advisor Solutions LLC
DECREASED2,3402,354-14-1%$387.5K$376.1K-$11.4K2026-10-13
Family Legacy, Inc.
DECREASED2,3342,374-40-2%$390.8K$375.2K-$15.6K2026-10-13
NBT Bank, N.A.
DECREASED2,3082,362-54-2%$388.8K$371.0K-$17.8K2026-10-21
Postrock Partners LLC
UNCHANGED2,3062,30600%$379.6K$370.7K-$8.9K2026-11-02
Linscomb Wealth, Inc.
UNCHANGED2,3052,30500%$379.4K$370.5K-$8.9K2026-11-05
Eastern Bank
DECREASED2,2842,396-112-5%$394.4K$367.1K-$27.3K2026-10-05
RDA Financial Network
UNCHANGED2,2632,26300%$372.5K$363.8K-$8.7K2026-10-15
Moneco Advisors, LLC
INCREASED2,2471,918+329+17%$315.8K$361.2K+$45.4K2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED2,2272,22700%$366.6K$358.0K-$8.6K2026-10-28
M Holdings Securities, Inc.
NEW2,217—+2,217——$373—2026-11-03
RFG Advisory, LLC
INCREASED2,2081,623+585+36%$267.2K$354.9K+$87.8K2026-11-03
Aire Advisors, LLC
INCREASED2,1902,189+1+0%$360.3K$352.1K-$8.2K2026-10-22
Crestwood Advisors Group, LLC
UNCHANGED2,1802,18000%$358.8K$350.4K-$8.4K2026-10-27
Essex Bank
UNCHANGED2,1702,17000%$357.2K$348.8K-$8.4K2026-10-16
Sovran Advisors, LLC
DECREASED2,1552,616-461-18%$443.2K$368.8K-$74.4K2026-11-02
Lee, Kelleher & Klein Wealth Management
UNCHANGED2,1352,13500%$351.4K$343.2K-$8.2K2026-10-08
Flagstar Securities, Inc
DECREASED2,1252,136-11-1%$351.6K$341.5K-$10.1K2026-10-15
Atticus Wealth Management, LLC
DECREASED2,1182,415-297-12%$397.4K$340.4K-$57.0K2026-10-20
Howard Capital Management, LLC
INCREASED2,1002,027+73+4%$333.6K$337.6K+$3.9K2026-10-16
Trust Co of Vermont
INCREASED2,0982,084+14+1%$343.0K$337.2K-$5.8K2026-10-21
LongView Wealth Management
DECREASED2,0923,674-1,582-43%$604.7K$336.3K-$268.5K2026-10-19
S.E.E.D. Planning Group LLC
NEW2,091—+2,091——$336.1K—2026-10-07
Magnus Financial Group LLC
INCREASED2,0902,067+23+1%$340.2K$336.0K-$4.2K2026-10-21
Cape Investment Advisory, Inc.
DECREASED2,0752,108-33-2%$346.9K$333.6K-$13.3K2026-10-13
Legacy Financial Strategies, LLC
UNCHANGED2,0702,07000%$340.7K$332.7K-$8.0K2026-10-15
Kestra Investment Management, LLC
INCREASED2,0611,664+397+24%$273.9K$331.3K+$57.4K2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED2,0491,717+332+19%$282.6K$329.3K+$46.7K2026-10-29
Perigon Wealth Management, LLC
DECREASED2,0422,761-719-26%$454.4K$328.2K-$126.2K2026-10-22
Sagespring Wealth Partners, LLC
DECREASED2,0392,067-28-1%$340.3K$327.7K-$12.6K2026-10-22
Villere ST Denis J & Co LLC
UNCHANGED2,0332,03300%$334.6K$326.8K-$7.8K2026-11-04
Pinkerton Wealth, LLC
NEW2,031—+2,031——$326.5K—2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED2,0282,02800%$333.8K$326.0K-$7.8K2026-10-15
Verdence Capital Advisors LLC
INCREASED2,0032,002+1+0%$329.6K$321.9K-$7.6K2026-10-26
Argentarii, LLC
DECREASED1,9932,037-44-2%$349.3K$320.4K-$29.0K2026-10-28
Union Savings Bank
UNCHANGED1,9901,99000%$327.6K$319.9K-$7.7K2026-10-14
SkyOak Wealth, LLC
UNCHANGED1,9691,96900%$324.1K$316.5K-$7.6K2026-10-28
Bayban
UNCHANGED1,9661,96600%$323.6K$323.6K$02026-11-05
United Advisor Group, LLC
DECREASED1,9542,364-410-17%$389.1K$314.1K-$75.0K2026-11-03
Orgel Wealth Management, LLC
UNCHANGED1,9231,92300%$316.5K$309.1K-$7.4K2026-10-14
First Hawaiian Bank
UNCHANGED1,9211,92100%$316.2K$308.8K-$7.4K2026-10-14
TME Financial, Inc.
INCREASED1,9131,908+5+0%$314.1K$307.5K-$6.6K2026-10-14
Peak Financial Management, Inc.
UNCHANGED1,9001,90000%$312.7K$305.4K-$7.3K2026-10-16
Root Financial Partners, LLC
NEW1,871—+1,871——$300.8K—2026-10-21
Angeles Wealth Management, LLC
INCREASED1,8591,811+48+3%$298.1K$298.8K+$6692026-10-26
Rahlfs Capital, LLC
UNCHANGED1,8501,85000%$304.5K$297.4K-$7.1K2026-10-23
Sage Mountain Advisors LLC
UNCHANGED1,8421,84200%$303.2K$296.1K-$7.1K2026-11-02
Quadcap Wealth Management, LLC
UNCHANGED1,8411,84100%$303.0K$295.9K-$7.1K2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED1,8401,84000%$302.9K$295.8K-$7.1K2026-11-04
Ritholtz Wealth Management
INCREASED1,8371,799+38+2%$296.1K$295.3K-$8032026-11-05
GHP Investment Advisors, Inc.
UNCHANGED1,7971,79700%$295.8K$288.8K-$6.9K2026-10-15
Montecito Bank & Trust
DECREASED1,7651,811-46-3%$298.1K$283.7K-$14.4K2026-10-01
Insight Inv LLC
UNCHANGED1,7521,75200%$288.4K$281.6K-$6.8K2026-10-27
Cyndeo Wealth Partners, LLC
DECREASED1,7451,778-33-2%$292.7K$280.5K-$12.2K2026-10-16
Calamos Wealth Management LLC
INCREASED1,7451,726+19+1%$284.1K$280.5K-$3.6K2026-11-02
Foundation Wealth Management, Llc\pa
UNCHANGED1,7431,74300%$286.9K$280.2K-$6.7K2026-10-14
Balefire, LLC
DECREASED1,7301,785-55-3%$293.8K$278.1K-$15.7K2026-10-09
Sigma Investment Counselors Inc
UNCHANGED1,7231,72300%$283.7K$277.0K-$6.7K2026-10-27
McCarley & Cook Financial Planners
UNCHANGED1,7141,71400%$282.1K$275.5K-$6.6K2026-10-21
Ibex Wealth Advisors
INCREASED1,7091,703+6+0%$280.3K$274.7K-$5.6K2026-11-06
Key FInancial Inc
UNCHANGED1,7081,70800%$281.1K$274.5K-$6.6K2026-11-02
Cooper Financial Group
UNCHANGED1,7041,70400%$280.5K$274.0K-$6.5K2026-10-07
Gilpin Wealth Management, LLC
UNCHANGED1,7001,70000%$279.8K$273.3K-$6.6K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,6961,675+21+1%$275.7K$272.7K-$3.0K2026-10-14
Sterling Investment Counsel, LLC
UNCHANGED1,6881,68800%$277.8K$271.3K-$6.5K2026-10-19
Legacy Advisors, LLC
UNCHANGED1,6801,68000%$276.5K$270.0K-$6.5K2026-10-19
Earned Wealth Advisors, LLC
INCREASED1,6731,672+1+0%$275.2K$268.9K-$6.3K2026-11-06
Heritage Investment Group, Inc.
UNCHANGED1,6731,67300%$275.4K$269.0K-$6.5K2026-11-03
Edgemoor Investment Advisors, Inc.
INCREASED1,6711,670+1+0%$275.0K$268.6K-$6.5K2026-11-03
Joel Adams & Associates, Inc.
DECREASED1,6671,793-126-7%$295.2K$268.0K-$27.2K2026-11-02
SYM Financial Corp
UNCHANGED1,6651,66500%$274.0K$267.6K-$6.4K2026-10-26
Unified Investment Management
UNCHANGED1,6651,66500%$274.1K$267.6K-$6.4K2026-10-14
Chesley Taft & Associates LLC
UNCHANGED1,6461,64600%$270.9K$264.6K-$6.4K2026-10-13
Fiera Capital Corp
UNCHANGED1,6341,63400%$269.0K$262.6K-$6.3K2026-11-06
Daymark Wealth Partners, LLC
DECREASED1,6331,906-273-14%$313.7K$262.5K-$51.2K2026-11-04
BostonPremier Wealth LLC
DECREASED1,6331,656-23-1%$272.7K$262.5K-$10.2K2026-10-16
Coston, McIsaac & Partners
UNCHANGED1,6231,62300%$267.0K$260.9K-$6.1K2026-11-06
Lawood & Co
DECREASED1,6221,640-18-1%$269.9K$260.7K-$9.2K2026-10-09
Invested Advisors
DECREASED1,6053,033-1,428-47%$499.2K$258.0K-$241.2K2026-10-23
Oarsman Capital, Inc.
UNCHANGED1,6021,60200%$263.7K$257.5K-$6.2K2026-11-05
Neumann Capital Management, LLC
INCREASED1,5991,524+75+5%$250.9K$257.0K+$6.2K2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED1,5959,454-7,859-83%$1.6M$256.5K-$1.3M2026-10-08
Align Financial, LLC
UNCHANGED1,5891,58900%$261.5K$255.4K-$6.1K2026-10-16
International Assets Investment Management, LLC
UNCHANGED1,5851,58500%$261.4K$256.5K-$4.9K2026-11-02
Lynx Investment Advisory
UNCHANGED1,5701,57000%$258.4K$252.4K-$6.0K2026-10-27
Wealth Science Advisors LLC
UNCHANGED1,5541,55400%$255.8K$249.8K-$6.0K2026-10-09
Visionary Wealth Advisors
INCREASED1,5441,519+25+2%$250.0K$248.2K-$1.8K2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW1,531—+1,531——$246.1K—2026-10-16
Monarch Capital Management Inc
UNCHANGED1,5201,52000%$250.2K$244.3K-$5.9K2026-10-19
Versant Capital Management, Inc
UNCHANGED1,5051,50500%$247.8K$242.0K-$5.8K2026-10-02
Triangle Securities Wealth Management
DECREASED1,5031,552-49-3%$255.5K$241.5K-$14.0K2026-10-14
Partners Wealth Management, LLC
NEW1,493—+1,493——$240.1K—2026-10-28
Almanack Investment Partners, Llc.
UNCHANGED1,4801,48000%$243.6K$237.9K-$5.7K2026-11-03
Oakworth Capital, Inc.
INCREASED1,4771,283+194+15%$211.2K$237.4K+$26.2K2026-10-26
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED1,4611,46100%$240.5K$234.8K-$5.6K2026-10-15
Elevation Wealth Management LLC
DECREASED1,4502,083-633-30%$342.8K$233.2K-$109.7K2026-11-02
New England Private Wealth Advisors LLC
INCREASED1,4491,445+4+0%$240.6K$232.9K-$7.8K2026-10-19
Foundation Wealth Management, LLC
UNCHANGED1,4431,44300%$237.5K$231.9K-$5.6K2026-10-22
TCV Trust & Wealth Management, Inc.
UNCHANGED1,4341,43400%$236.0K$230.5K-$5.5K2026-10-16
Accelerate Investment Advisors LLC
DECREASED1,4311,438-70%$236.7K$230.1K-$6.6K2026-11-02
Moors & Cabot, Inc.
DECREASED1,4301,454-24-2%$239.3K$229.8K-$9.5K2026-11-06
Mlp3, LLC
UNCHANGED1,4201,42000%$233.7K$228.3K-$5.5K2026-10-22
NBH Bank
UNCHANGED1,4201,42000%$233.7K$228.3K-$5.5K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED1,4131,412+1+0%$232.4K$227.1K-$5.4K2026-10-23
Verum Partners LLC
INCREASED1,3801,377+3+0%$226.7K$221.8K-$4.9K2026-10-21
First Business Financial Services, Inc.
UNCHANGED1,3771,37700%$226.7K$221.3K-$5.3K2026-10-29
Swmg, LLC
NEW1,373—+1,373——$232.3K—2026-10-23
Gallacher Capital Management LLC
UNCHANGED1,3731,37300%$226.0K$220.7K-$5.3K2026-10-30
Independence Bank of Kentucky
DECREASED1,3681,378-10-1%$226.8K$219.9K-$6.9K2026-10-26
Flynn Zito Capital Management, LLC
NEW1,363—+1,363——$219.1K—2026-11-04
Princeton Global Asset Management LLC
UNCHANGED1,3631,36300%$224.4K$219.2K-$5.3K2026-10-21
True Freedom Investing, LLC
NEW1,361—+1,361——$218.8K—2026-10-29
Networth Advisors, LLC
DECREASED1,3601,593-233-15%$262.2K$218.6K-$43.6K2026-11-03
Independent Solutions Wealth Management, LLC
UNCHANGED1,3581,35800%$223.5K$218.3K-$5.2K2026-10-28
Eubel Brady & Suttman Asset Management Inc
UNCHANGED1,3351,33500%$220.0K$215.0K-$5.0K2026-11-04
Smith Chas P & Associates PA Cpas
UNCHANGED1,3191,31900%$217.1K$218.8K+$1.7K2026-10-22
Everhart Financial Group, Inc.
UNCHANGED1,3181,31800%$216.9K$211.9K-$5.1K2026-10-08
First Command Advisory Services, Inc.
INCREASED1,317914+403+44%$150.4K$211.7K+$61.3K2026-11-05
W Advisors, LLC
UNCHANGED1,3031,30300%$214.5K$209.4K-$5.0K2026-11-02
Three Bridge Wealth Advisors, LLC
UNCHANGED1,3001,30000%$214.0K$209.0K-$5.0K2026-11-05
First Citizens Financial Corp
UNCHANGED1,2971,29700%$213.5K$208.5K-$5.0K2026-10-02
Hazlett, Burt & Watson, Inc.
DECREASED1,2931,487-194-13%$234.0K$197.0K-$37.0K2026-11-04
Schneider Downs Wealth Management Advisors, LP
UNCHANGED1,2781,27800%$210.4K$205.4K-$4.9K2026-10-27
Tanager Wealth Management LLP
UNCHANGED1,2781,27800%$210.4K$205.4K-$4.9K2026-10-19
BancFirst Trust & Investment Management
UNCHANGED1,2711,27100%$209.6K$205.7K-$3.9K2026-10-30
YHB Investment Advisors, Inc.
UNCHANGED1,2701,27000%$209.0K$204.1K-$4.9K2026-10-08
Aspiriant, LLC
DECREASED1,2651,470-205-14%$242.0K$203.3K-$38.6K2026-10-16
Narus Financial Partners, LLC
UNCHANGED1,2601,26000%$207.4K$202.5K-$4.9K2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED1,2581,25800%$207.1K$202.2K-$4.9K2026-10-13
Tucker Asset Management LLC
INCREASED1,254475+779+164%$78.2K$201.6K+$123.4K2026-10-29
Gamma Investing LLC
INCREASED1,2171,077+140+13%$177.3K$195.6K+$18.3K2026-10-08
Townsend Asset Management Corp
INCREASED1,1931,189+4+0%$195.7K$191.8K-$3.9K2026-10-29
Reap Financial Group, LLC
DECREASED1,1761,326-150-11%$218.2K$189.1K-$29.1K2026-11-02
Tounjian Advisory Partners, LLC
DECREASED1,1451,146-10%$188.7K$184.1K-$4.6K2026-11-04
UMB Private Wealth Management, LLC
NEW1,090—+1,090——$175.2K—2026-10-19
Clayton Financial Group LLC
NEW1,051—+1,051——$168.9K—2026-10-13
Polaris Financial Partners
NEW1,050—+1,050——$170—2026-10-02
Hamilton Point Investment Advisors, LLC
UNCHANGED1,0391,03900%$171.0K$166.9K-$4.0K2026-11-03
Richardson Financial Services Inc.
UNCHANGED1,0181,01800%$167.6K$163.6K-$3.9K2026-10-30
High Note Wealth, LLC
UNCHANGED99299200%$163.3K$159.5K-$3.8K2026-10-27
Duncker Streett & Co Inc
UNCHANGED96196100%$158.2K$154.5K-$3.7K2026-10-27
Blue Trust, Inc.
UNCHANGED94894800%$156.0K$152.4K-$3.7K2026-10-15
Midwest Capital Advisors, LLC
UNCHANGED91391300%$150.3K$146.7K-$3.5K2026-11-04
Burk Holdings LLC
UNCHANGED90290200%$148.5K$145.0K-$3.5K2026-11-05
Realta Investment Advisors
DECREASED881969-88-9%$159.6K$141.7K-$17.9K2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED86286200%$141.9K$138.6K-$3.3K2026-10-30
Elevation Wealth Partners, LLC
INCREASED861848+13+2%$139.6K$138.5K-$1.2K2026-10-07
Jacobi Capital Management LLC
NEW790—+790——$127.0K—2026-11-05
Bare Financial Services, Inc
UNCHANGED78478400%$129.0K$126.0K-$3.0K2026-11-04
Creative Financial Designs Inc
UNCHANGED77977900%$128.2K$125.2K-$3.0K2026-11-04
Holos Integrated Wealth LLC
UNCHANGED76776700%$127.1K$126.7K-$4142026-10-23
Elyxium Wealth, LLC
NEW750—+750——$120.6K—2026-10-27
Trust Co
INCREASED749717+32+4%$118.0K$120.3K+$2.3K2026-10-09
Addison Advisors LLC
UNCHANGED74374300%$122.3K$119.4K-$2.9K2026-11-06
Pflug Koory, LLC
UNCHANGED71471400%$117.5K$114.8K-$2.8K2026-10-26
CoreCap Advisors, LLC
DECREASED709780-71-9%$128.4K$114.0K-$14.4K2026-10-08
AlphaCore Capital LLC
DECREASED6961,324-628-47%$217.9K$111.9K-$106.1K2026-11-04
Harbor Asset Planning, Inc.
INCREASED695693+2+0%$114.1K$111.8K-$2.3K2026-10-23
Steph & Co
UNCHANGED67967900%$111.8K$109.1K-$2.6K2026-10-07
Acropolis Investment Management, LLC
UNCHANGED66666600%$109.6K$107.0K-$2.6K2026-10-08
Private Wealth Management Group, LLC
DECREASED655720-65-9%$118.5K$105.3K-$13.2K2026-10-19
Tsfg, LLC
DECREASED645862-217-25%$142.0K$104-$141.9K2026-10-23
CX Institutional
INCREASED601599+2+0%$99$97-$22026-10-02
Provident Wealth Management, LLC
UNCHANGED59659600%$98.1K$95.8K-$2.3K2026-10-20
Golden State Wealth Management, LLC
INCREASED573572+1+0%$94.3K$92.1K-$2.1K2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED55955900%$92.0K$89.9K-$2.2K2026-10-29
GoalVest Advisory LLC
UNCHANGED53153100%$87.4K$85.4K-$2.1K2026-10-02
Brown, Lisle Ings, Inc.
UNCHANGED52552500%$86.4K$84.4K-$2.0K2026-10-16
Legacies Wealth LLC
DECREASED502591-89-15%$97.3K$80.7K-$16.6K2026-11-02
Compass Financial Management LLC
UNCHANGED49449400%$84.6K$79.4K-$5.2K2026-10-30
North Star Investment Management Corp.
UNCHANGED49449400%$81.3K$79.4K-$1.9K2026-10-27
United Community Bank
UNCHANGED49149100%$80.8K$78.9K-$1.9K2026-10-28
Olistico Wealth, LLC
DECREASED474504-30-6%$83.0K$76.2K-$6.8K2026-10-05
Bangor Savings Bank
UNCHANGED46646600%$76.7K$74.9K-$1.8K2026-10-06
Downshift Financial, LLC
UNCHANGED46446400%$76.3K$74.5K-$1.8K2026-10-13
City State Bank
INCREASED460444+16+4%$73.1K$73.9K+$8582026-10-20
Asset Dedication, LLC
INCREASED439438+1+0%$72.1K$70.6K-$1.5K2026-11-03
Armstrong Advisory Group, Inc
INCREASED435424+11+3%$69.8K$69.9K+$1312026-10-09
Capital Investment Advisory Services, LLC
DECREASED415416-10%$68.5K$66.7K-$1.8K2026-10-30
Rossby Financial, LCC
INCREASED413121+292+241%$19.9K$66.4K+$46.5K2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED37937900%$62.4K$60.9K-$1.5K2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED37037000%$60.9K$59.5K-$1.4K2026-10-23
Jnba Financial Advisors
UNCHANGED33933900%$55.8K$54.5K-$1.3K2026-11-03
James T. Borello RIA
NEW333—+333——$53.5K—2026-10-16
Biltmore Family Office, LLC
UNCHANGED31031000%$51.0K$49.8K-$1.2K2026-11-03
Archer Investment Corp
DECREASED309502-193-38%$82.6K$49.7K-$33.0K2026-11-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED30330300%$49.9K$48.7K-$1.2K2026-10-07
Kimelman & Baird, LLC
UNCHANGED28428400%$46.7K$45.7K-$1.1K2026-11-03
Horizons Wealth Management
NEW279—+279——$44.8K—2026-10-05
Caldwell Trust Co
UNCHANGED26126100%$43.0K$42.0K-$1.0K2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED25525500%$42.0K$41.0K-$9842026-10-05
Register Financial Advisors LLC
UNCHANGED25425400%$41.8K$40.8K-$9802026-10-23
Trust Co of Toledo NA
UNCHANGED25125100%$41.3K$40.3K-$9692026-10-16
Gen-Wealth Partners Inc
INCREASED250248+2+1%$40.7K$40.2K-$5432026-11-04
KFG LLC
NEW249—+249——$40.0K—2026-11-02
Laurel Wealth Advisors LLC
NEW248—+248——$39.9K—2026-10-27
Hughes Financial Services, LLC
UNCHANGED24724700%$40.7K$42.3K+$1.6K2026-10-30
Abound Wealth Management
UNCHANGED24024000%$39.6K$38.7K-$9282026-10-26
Latitude Advisors, LLC
NEW233—+233——$37.5K—2026-10-27
American Capital Advisory, LLC
UNCHANGED22022000%$36.2K$35.4K-$8492026-10-28
Trifecta Capital Advisors, LLC
UNCHANGED22022000%$36.2K$35.4K-$8492026-10-21
Mcdonald Partners LLC
UNCHANGED21821800%$35.9K$35.0K-$8422026-11-03
Bank of New Hampshire
UNCHANGED21321300%$35.1K$34.2K-$8222026-10-06
Triumph Capital Management
UNCHANGED21121100%$34.7K$33.9K-$8152026-10-14
Rossmore Private Capital
UNCHANGED21021000%$34.6K$33.8K-$8112026-10-27
Financial Consulate, Inc
UNCHANGED20720700%$34.1K$33.3K-$7992026-10-23
Global Trust Asset Management, LLC
UNCHANGED20520500%$33.7K$32.9K-$7902026-10-19
Beacon Investment Advisory Services, Inc.
INCREASED20421+183+871%$3.5K$32.8K+$29.3K2026-10-13
DecisionPoint Financial, LLC
INCREASED20125+176+704%$4.1K$32.5K+$28.4K2026-10-27
Westside Investment Management, Inc.
UNCHANGED20020000%$32.9K$32.5K-$4082026-11-02
Pension & Wealth Management Advisors, Inc.
NEW197—+197——$31.7K—2026-10-16
Peachtree Investment Partners, LLC
UNCHANGED19519500%$32.1K$31.3K-$7522026-11-05
Tower Trust & Investment Co
UNCHANGED19019000%$31.3K$30.5K-$7342026-10-28
Signature Equity Partners, LLC
UNCHANGED17917900%$29.5K$28.8K-$6602026-10-29
Roxbury Financial LLC
UNCHANGED17717700%$29.1K$28.5K-$6832026-10-01
Signature Resources Capital Management, LLC
UNCHANGED17117100%$28.1K$27.5K-$6602026-10-16
Avion Wealth
UNCHANGED16716700%$27$26-$12026-11-04
Fairman Group, LLC
DECREASED166345-179-52%$56.8K$26.8K-$30.0K2026-10-26
Signaturefd, LLC
NEW163—+163——$26.2K—2026-10-23
Albion Financial Group
UNCHANGED16216200%$26.7K$26.0K-$6262026-10-21
Monetary Solutions, Ltd
UNCHANGED15015000%$24.7K$24.1K-$5792026-10-22
Hara Capital LLC
UNCHANGED14814800%$24.4K$23.8K-$5712026-10-30
Winthrop Capital Management, LLC
UNCHANGED13913900%$23.0K$22.3K-$6572026-11-05
Planning Strategies Inc.
UNCHANGED13613600%$22.4K$21.9K-$5252026-10-02
Wealth Analytics Partners, LLC
NEW131—+131——$21.1K—2026-10-19
Ascentis Wealth Management, LLC
UNCHANGED12112100%$20.0K$19.5K-$4692026-11-03
Center for Financial Planning, Inc.
UNCHANGED11611600%$19.1K$18.6K-$4492026-10-26
Clearstead Trust, LLC
UNCHANGED11111100%$18.3K$17.8K-$4292026-11-06
Evermay Wealth Management LLC
UNCHANGED10710700%$17.7K$17.2K-$4152026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED10010000%$16$16$02026-10-27
Elevated Capital Advisors, LLC
UNCHANGED979700%$16.0K$15.6K-$3742026-11-04
RMG Wealth Management LLC
UNCHANGED959500%$16.3K$16.0K-$3192026-10-26
Ashton Thomas Securities, LLC
NEW92—+92——$14.8K—2026-10-26
Thompson Investment Management, Inc.
UNCHANGED929200%$15.1K$14.8K-$3552026-10-14
IFS Advisors, LLC
NEW89—+89——$14.4K—2026-10-14
Sfam, LLC
UNCHANGED898900%$14.6K$14.3K-$3432026-11-03
MilWealth Group LLC
UNCHANGED888800%$14.5K$14.1K-$3392026-11-02
Bullock Wealth Management Group
UNCHANGED878700%$14.4K$14.2K-$2702026-10-09
Mechanics Financial Corp
DECREASED86197-111-56%$32.4K$13.8K-$18.6K2026-11-05
Markowski Investments
UNCHANGED818100%$13.4K$13.1K-$2732026-10-30
Indiana Trust & Investment Management Co
UNCHANGED808000%$13.2K$12.9K-$3092026-10-22
Tompkins Financial Corp
NEW75—+75——$12.1K—2026-10-05
American National Bank & Trust
UNCHANGED747400%$12.2K$11.9K-$2862026-10-07
Valued Wealth Advisors LLC
NEW73—+73——$11.7K—2026-11-05
Arcadia Investment Advisors LLC
NEW72—+72——$11.6K—2026-10-13
Ares Financial Consulting, LLC
UNCHANGED616100%$10.0K$9.8K-$2062026-10-19
Tower View Wealth Management LLC
UNCHANGED616100%$10.1K$9.9K-$2002026-10-23
Community Financial Services Group, LLC
INCREASED6013+47+362%$2.1K$9.7K+$7.6K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED5648+8+17%$7.9K$9.0K+$1.1K2026-11-05
Breakwater Investment Management
UNCHANGED555500%$9.1K$8.8K-$2122026-10-20
DB Fitzpatrick & Co, Inc
UNCHANGED555500%$9.1K$8.8K-$2122026-10-19
Investment Research & Advisory Group, Inc.
UNCHANGED555500%$9.1K$8.8K-$2122026-10-19
Davis Capital Management
NEW52—+52——$8.4K—2026-10-08
Moisand Fitzgerald Tamayo, LLC
DECREASED5257-5-9%$9.4K$8.4K-$1.0K2026-10-15
Provenance Wealth Advisors, LLC
UNCHANGED494900%$8.0K$7.8K-$1882026-10-30
Phillips Financial Management, LLC
UNCHANGED484800%$7.9K$7.7K-$1852026-10-19
GGM Financial LLC
INCREASED4314+29+207%$2.2K$6.9K+$4.7K2026-11-05
Larson Financial Group LLC
UNCHANGED424200%$6.9K$6.8K-$1372026-11-05
First Community Trust NA
UNCHANGED414100%$6.7K$6.6K-$1592026-10-07
Salomon & Ludwin, LLC
UNCHANGED404000%$6.6K$6.4K-$1642026-10-29
Daytona Street Capital LLC
UNCHANGED343400%$5.6K$5.6K-$562026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED343400%$5.6K$5.5K-$1312026-10-14
Nemes Rush Group LLC
UNCHANGED303000%$4.9K$4.8K-$1162026-11-04
Wolff Wiese Magana LLC
UNCHANGED282800%$4.6K$4.5K-$1082026-10-15
Yankcom Partnership
INCREASED271+26+2600%$165$4.3K+$4.2K2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED212100%$3.5K$3.4K-$812026-10-22
PFS Partners, LLC
UNCHANGED191900%$3.1K$3.1K-$732026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED18128-110-86%$21.1K$2.9K-$18.2K2026-10-27
Bear Mountain Capital, Inc.
NEW16—+16——$2.7K—2026-11-04
Quaker Wealth Management, LLC
UNCHANGED121200%$2.0K$1.9K-$472026-10-22
Rothwell Investment Advisors, LLC
NEW11—+11——$1.8K—2026-11-06
Blueline Advisors LLC
INCREASED106+4+67%$1.0K$1.7K+$6192026-10-15
Bell Investment Advisors, Inc
UNCHANGED6600%$988$965-$232026-10-29
Activest Wealth Management
UNCHANGED5500%$823$804-$192026-10-15
Fortis Group Advisors, LLC
UNCHANGED5500%$823$804-$192026-11-06
Main Street Group, LTD
UNCHANGED5500%$823$804-$192026-10-28
SJS Investment Consulting Inc.
UNCHANGED4400%$659$643-$162026-10-26
Midwest Professional Planners, Ltd.
CLOSED023,809-23,809-100%$3.9M$0-$3.9M2026-10-29
Level Four Advisory Services, LLC
CLOSED01,900-1,900-100%$312.9K$0-$312.9K2026-11-06
Colton Groome Financial Advisors, LLC
CLOSED01,886-1,886-100%$310.4K$0-$310.4K2026-10-06
Convergence Financial, LLC
CLOSED01,618-1,618-100%$266.3K$0-$266.3K2026-10-27
TBH Global Asset Management, LLC
CLOSED01,614-1,614-100%$265.7K$0-$265.7K2026-11-03
FDx Advisors, Inc.
CLOSED01,576-1,576-100%$259.0K$0-$259.0K2026-11-05
Arbor Investment Advisors, LLC
CLOSED01,497-1,497-100%$246.4K$0-$246.4K2026-10-26
SmartHarvest Portfolios, LLC
CLOSED01,401-1,401-100%$230.6K$0-$230.6K2026-10-26
Titleist Asset Management, LLC
CLOSED01,378-1,378-100%$226.9K$0-$226.9K2026-10-08
Facet Wealth, Inc.
CLOSED01,369-1,369-100%$225.3K$0-$225.3K2026-11-04
Interchange Capital Partners, LLC
CLOSED01,362-1,362-100%$222.2K$0-$222.2K2026-10-28
Austin Wealth Management, LLC
CLOSED01,318-1,318-100%$218.9K$0-$218.9K2026-11-06
Personal CFO Solutions, LLC
CLOSED01,311-1,311-100%$215.8K$0-$215.8K2026-11-06
BLB&B Advisors, LLC
CLOSED01,301-1,301-100%$214.1K$0-$214.1K2026-10-27
Synergy Asset Management, LLC
CLOSED01,291-1,291-100%$212.5K$0-$212.5K2026-11-05
Montz Harcus Wealth Management LLC
CLOSED01,289-1,289-100%$212.1K$0-$212.1K2026-10-09
West Bancorporation Inc
CLOSED01,278-1,278-100%$210.4K$0-$210.4K2026-10-29
Welch & Forbes LLC
CLOSED01,257-1,257-100%$206.9K$0-$206.9K2026-11-04
Means Investment Co., Inc.
CLOSED01,254-1,254-100%$206.4K$0-$206.4K2026-11-03
Cypress Capital Group
CLOSED01,252-1,252-100%$206.1K$0-$206.1K2026-11-03
Institute for Wealth Management, Llc.
CLOSED01,010-1,010-100%$166.2K$0-$166.2K2026-11-06
BankPlus Trust Department
CLOSED0557-557-100%$91.7K$0-$91.7K2026-11-06
Strategic Wealth Advisors LLC
CLOSED0500-500-100%$70$0-$702026-11-06
LifeSteps Financial, Inc.
CLOSED0499-499-100%$82.2K$0-$82.2K2026-10-15
Cornerstone Planning Group LLC
CLOSED0238-238-100%$39.4K$0-$39.4K2026-10-16
Brooklyn FI, LLC
CLOSED0212-212-100%$35.1K$0-$35.1K2026-11-05
Salem Investment Counselors Inc
CLOSED0144-144-100%$23.7K$0-$23.7K2026-10-13
MB, Levis & Associates, LLC
CLOSED0119-119-100%$19.6K$0-$19.6K2026-10-16
MassMutual Private Wealth & Trust, FSB
CLOSED0100-100-100%$16.5K$0-$16.5K2026-10-05
10Elms LLP
CLOSED037-37-100%$6.1K$0-$6.1K2026-11-06
Robinswood Financial LLC
CLOSED025-25-100%$4.2K$0-$4.2K2026-10-20
Arvest Investments, Inc.
CLOSED020-20-100%$3.3K$0-$3.3K2026-10-21
Gill Capital Partners, LLC
CLOSED016-16-100%$2.6K$0-$2.6K2026-10-13
Clean Yield Group
CLOSED012-12-100%$2.0K$0-$2.0K2026-10-28
Morgan Stanley
N/A—8,080,549-8,080,549-100%$1.3B———
Jones Financial Companies Lllp
N/A—6,991,663-6,991,663-100%$1.2B———
Wells Fargo & Company
N/A—3,628,958-3,628,958-100%$597.3M———
Bank of America Corp
N/A—3,493,811-3,493,811-100%$575.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,733,733-2,733,733-100%$450.0M———
Envestnet Portfolio Solutions, Inc.
N/A—2,522,416-2,522,416-100%$415.2M———
Royal Bank of Canada
N/A—2,175,825-2,175,825-100%$358.1M———
FMR LLC
N/A—1,915,152-1,915,152-100%$315.2M———
Commerce Bank
N/A—1,912,761-1,912,761-100%$314.8M———
UBS Group AG
N/A—1,686,200-1,686,200-100%$277.5M———
Betterment LLC
N/A—1,386,524-1,386,524-100%$228.2M———
Ameriprise Financial Inc
N/A—1,024,250-1,024,250-100%$168.9M———
Envestnet Asset Management Inc
N/A—838,328-838,328-100%$138.0M———
JPMorgan Chase & Co
N/A—759,625-759,625-100%$125.3M———
Stephens Inc
N/A—669,651-669,651-100%$110.2M———
Raymond James Financial Inc
N/A—641,160-641,160-100%$105.5M———
Heritage Wealth Advisors
N/A—534,456-534,456-100%$88.0M———
Cetera Investment Advisers
N/A—448,812-448,812-100%$73.9M———
AE Wealth Management LLC
N/A—368,117-368,117-100%$60.6M———
Mariner, LLC
N/A—298,489-298,489-100%$49.1M———
Focus Partners Wealth
N/A—242,638-242,638-100%$39.9M———
Northwestern Mutual Wealth Management Co
N/A—227,724-227,724-100%$37.5M———
HighTower Advisors, LLC
N/A—220,288-220,288-100%$36.3M———
Osaic Holdings, Inc.
N/A—217,129-217,129-100%$35.8M———
Tiaa Trust, National Association
N/A—214,090-214,090-100%$35.2M———
Baird Financial Group, Inc.
N/A—184,290-184,290-100%$30.3M———
CIBC Bancorp USA Inc.
N/A—178,812-178,812-100%$29.4M———
Goldman Sachs Group Inc
N/A—177,365-177,365-100%$29.2M———
Natixis Advisors, LLC
N/A—176,817-176,817-100%$29.1M———
Arax Advisory Partners
N/A—175,240-175,240-100%$28.8M———
Wescott Financial Advisory Group, LLC
N/A—175,179-175,179-100%$28.8M———
Rockefeller Capital Management L.P.
N/A—175,026-175,026-100%$28.8M———
Moneta Group Investment Advisors LLC
N/A—172,757-172,757-100%$28.4M———
Pinnacle Financial Partners, Inc.
N/A—152,413-152,413-100%$25.1M———
M&T Bank Corp
N/A—150,670-150,670-100%$24.8M———
Asset Management Group, Inc.
N/A—150,365-150,365-100%$24.8M———
Stifel Financial Corp
N/A—139,810-139,810-100%$23.0M———
Captrust Financial Advisors
N/A—132,040-132,040-100%$21.7M———
Prosperity Consulting Group, LLC
N/A—123,463-123,463-100%$20.3M———
Steward Partners Investment Advisory, LLC
N/A—122,009-122,009-100%$20.1M———
HSBC Holdings PLC
N/A—115,302-115,302-100%$19.0M———
Waverly Advisors, LLC
N/A—107,050-107,050-100%$17.6M———
Northern Trust Corp
N/A—97,509-97,509-100%$16.0M———
MAI Capital Management
N/A—94,471-94,471-100%$15.5M———
Bank of Montreal
N/A—86,319-86,319-100%$14.2M———
Johnson Investment Counsel Inc
N/A—84,109-84,109-100%$13.8M———
NewEdge Advisors, LLC
N/A—83,687-83,687-100%$13.8M———
Pathstone Holdings, LLC
N/A—78,000-78,000-100%$12.8M———
One Capital Management, LLC
N/A—77,058-77,058-100%$11.2M———
Bartlett & Co. Wealth Management LLC
N/A—74,326-74,326-100%$12.2M———
JMG Financial Group, Ltd.
N/A—73,795-73,795-100%$12.1M———
MML Investors Services, LLC
N/A—68,028-68,028-100%$11.2M———
Twin Focus Capital Partners, LLC
N/A—67,423-67,423-100%$11.1M———
MidFirst Bank
N/A—62,850-62,850-100%$10.3M———
Sanctuary Advisors, LLC
N/A—55,542-55,542-100%$9.1M———
Franklin Resources Inc
N/A—54,079-54,079-100%$8.9M———
Cerity Partners LLC
N/A—47,666-47,666-100%$7.8M———
Mercer Global Advisors Inc
N/A—46,547-46,547-100%$7.7M———
&partners
N/A—45,467-45,467-100%$7.5M———
Bleakley Financial Group, LLC
N/A—44,539-44,539-100%$7.3M———
Equitable Holdings, Inc.
N/A—42,307-42,307-100%$7.0M———
Aldebaran Capital, LLC
N/A—39,640-39,640-100%$6.5M———
NewEdge Wealth, LLC
N/A—38,987-38,987-100%$6.4M———
EP Wealth Advisors, LLC
N/A—38,509-38,509-100%$6.3M———
UBS Asset Management Americas LLC
N/A—37,644-37,644-100%$6.2M———
Quantinno Capital Management LP
N/A—36,033-36,033-100%$5.9M———
Global Retirement Partners, LLC
N/A—35,818-35,818-100%$5.9M———
Janney Montgomery Scott LLC
N/A—33,772-33,772-100%$5.6M———
Focus Partners Advisor Solutions, LLC
N/A—33,039-33,039-100%$5.4M———
Private Advisor Group, LLC
N/A—31,266-31,266-100%$5.1M———
Price T Rowe Associates Inc
N/A—30,693-30,693-100%$5.1M———
Glenmede Trust Co NA
N/A—29,976-29,976-100%$4.9M———
Widmann Financial Services, Inc.
N/A—29,787-29,787-100%$4.9M———
Advisors Preferred, LLC
N/A—29,644-29,644-100%$4.9M———
Orion Porfolio Solutions, LLC
N/A—29,028-29,028-100%$4.8M———
Integrated Wealth Concepts LLC
N/A—28,947-28,947-100%$4.8M———
Bridges Investment Management Inc
N/A—27,880-27,880-100%$4.6M———
Alliancebernstein L.P.
N/A—27,744-27,744-100%$4.0M———
Fuller & Thaler Asset Management, Inc.
N/A—27,223-27,223-100%$4.5M———
Earnest Partners LLC
N/A—27,210-27,210-100%$4.5M———
Susquehanna International Group, LLP
N/A—26,117-26,117-100%$4.3M———
XTX Topco Ltd
N/A—25,992-25,992-100%$4.3M———
Fidelis Capital Partners, LLC
N/A—25,829-25,829-100%$4.3M———
First Foundation Advisors
N/A—22,525-22,525-100%$3.7M———
Peapack Gladstone Financial Corp
N/A—22,301-22,301-100%$3.7M———
Brown Advisory Inc
N/A—22,219-22,219-100%$3.7M———
Private Wealth Asset Management, LLC
N/A—22,070-22,070-100%$3.6M———
Vance Wealth, LLC
N/A—21,955-21,955-100%$3.6M———
Jane Street Group, LLC
N/A—21,621-21,621-100%$3.6M———
Financial Engines Advisors L.L.C.
N/A—21,593-21,593-100%$3.6M———
Huntington National Bank
N/A—21,246-21,246-100%$3.5M———
Advisory Services Network, LLC
N/A—20,972-20,972-100%$3.5M———
Great Valley Advisor Group, Inc.
N/A—20,897-20,897-100%$3.4M———
Stock Yards Bank & Trust Co
N/A—20,875-20,875-100%$3.4M———
Kennedy Capital Management LLC
N/A—20,805-20,805-100%$3.4M———
FAS Wealth Partners, Inc.
N/A—20,657-20,657-100%$3.4M———
Millstone Evans Group, LLC
N/A—19,763-19,763-100%$3.3M———
Wealthspire Advisors, LLC
N/A—19,288-19,288-100%$3.2M———
Brown Brothers Harriman & Co
N/A—19,130-19,130-100%$3.1M———
Stratos Wealth Partners, Ltd.
N/A—19,055-19,055-100%$3.1M———
AQR Capital Management LLC
N/A—18,354-18,354-100%$3.0M———
Beacon Pointe Advisors, LLC
N/A—18,262-18,262-100%$3.0M———
Blair William & Co
N/A—17,892-17,892-100%$2.9M———
Whittier Trust Co of Nevada Inc
N/A—17,580-17,580-100%$2.9M———
Geneos Wealth Management Inc.
N/A—17,444-17,444-100%$2.9M———
Whittier Trust Co
N/A—16,926-16,926-100%$2.8M———
Pointe Capital Management LLC
N/A—16,865-16,865-100%$2.8M———
Ironwood Investment Counsel, LLC
N/A—16,336-16,336-100%$2.7M———
Ballentine Partners, LLC
N/A—16,196-16,196-100%$2.7M———
Bank of Hawaii
N/A—15,971-15,971-100%$2.6M———
Matters Capital LLC
N/A—15,752-15,752-100%$2.6M———
Citadel Advisors LLC
N/A—15,618-15,618-100%$2.6M———
Vanguard National Trust Co
N/A—15,554-15,554-100%$2.6M———
Sequent Asset Management, LLC
N/A—15,536-15,536-100%$2.6M———
RWA Wealth Partners, LLC
N/A—15,112-15,112-100%$2.5M———
Bessemer Group Inc
N/A—14,640-14,640-100%$2.4M———
Peloton Wealth Strategists
N/A—14,623-14,623-100%$2.4M———
Nvest Financial, LLC
N/A—14,458-14,458-100%$2.4M———
Tudor Investment Corp ET AL
N/A—14,381-14,381-100%$2.4M———
BlackRock, Inc.
N/A—14,083-14,083-100%$2.3M———
BHK Investment Advisors, LLC
N/A—13,873-13,873-100%$2.3M———
Tiaa Wealth Investment Management LLC
N/A—13,784-13,784-100%$2.3M———
Tradition Wealth Management, LLC
N/A—13,781-13,781-100%$2.3M———
Cresset Asset Management, LLC
N/A—13,602-13,602-100%$2.2M———
HRT Financial LP
N/A—13,400-13,400-100%$2.2M———
Arkadios Wealth Advisors
N/A—13,343-13,343-100%$2.2M———
Victory Capital Management Inc
N/A—13,270-13,270-100%$2.2M———
Kingsview Wealth Management, LLC
N/A—12,789-12,789-100%$2.1M———
Principal Securities, Inc.
N/A—12,625-12,625-100%$2.1M———
Benjamin Edwards Inc
N/A—12,270-12,270-100%$2.0M———
First National Bank of Omaha
N/A—11,837-11,837-100%$2.0M———
National Philanthropic Trust
N/A—11,736-11,736-100%$1.9M———
Tower Research Capital LLC (TRC)
N/A—11,702-11,702-100%$1.9M———
Walsh & Associates, LLC
N/A—11,665-11,665-100%$1.9M———
Intrepid Financial Planning Group LLC
N/A—11,581-11,581-100%$1.9M———
Naviter Wealth, LLC
N/A—11,521-11,521-100%$1.9M———
Boston Partners
N/A—11,476-11,476-100%$1.9M———
Summit Financial, LLC
N/A—11,170-11,170-100%$1.8M———
Callan Family Office, LLC
N/A—11,001-11,001-100%$1.8M———
Aptus Capital Advisors, LLC
N/A—10,994-10,994-100%$1.8M———
MWA Asset Management
N/A—10,983-10,983-100%$1.8M———
Transcend Capital Advisors, LLC
N/A—10,839-10,839-100%$1.8M———
Pacific SUN Financial Corp
N/A—10,732-10,732-100%$1.8M———
Ausdal Financial Partners, Inc.
N/A—10,694-10,694-100%$1.8M———
Performance Wealth Partners, LLC
N/A—10,423-10,423-100%$1.7M———
Broadview Financial Management, LLC
N/A—10,397-10,397-100%$1.7M———
Pure Financial Advisors, LLC
N/A—10,360-10,360-100%$1.7M———
Argent Trust Co
N/A—10,046-10,046-100%$1.7M———
Nicolet Bankshares Inc
N/A—10,038-10,038-100%$1.7M———
Bradley Foster & Sargent Inc
N/A—9,979-9,979-100%$1.6M———
Ponta Wealth Partners, LLC
N/A—9,650-9,650-100%$1.6M———
Ameritas Advisory Services, LLC
N/A—9,617-9,617-100%$1.6M———
SageView Advisory Group, LLC
N/A—9,455-9,455-100%$1.6M———
Neuberger Berman Group LLC
N/A—9,453-9,453-100%$1.6M———
Gladstone Institutional Advisory LLC
N/A—9,262-9,262-100%$1.5M———
Bluespring Wealth Management, LLC
N/A—9,208-9,208-100%$1.5M———
Wealthfront Advisers LLC
N/A—9,201-9,201-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—9,068-9,068-100%$1.5M———
Clarion Wealth Managment Partners, LLC
N/A—8,877-8,877-100%$1.5M———
Cozad Asset Management Inc
N/A—8,813-8,813-100%$1.5M———
Three Bearings Fiduciary Advisors, Inc.
N/A—8,604-8,604-100%$1.4M———
United Capital Financial Advisors, LLC
N/A—8,191-8,191-100%$1.3M———
Coldstream Capital Management Inc
N/A—7,977-7,977-100%$1.3M———
Fortis Capital Advisors, LLC
N/A—7,945-7,945-100%$1.3M———
Belpointe Asset Management LLC
N/A—7,945-7,945-100%$1.3M———
Mosaic Family Wealth Partners, LLC
N/A—7,849-7,849-100%$1.3M———
TCW Group Inc
N/A—7,425-7,425-100%$1.2M———
Nomura Asset Management Co LTD
N/A—7,400-7,400-100%$1.2M———
Causey Wealth LLC
N/A—7,366-7,366-100%$1.2M———
Sound View Wealth Advisors Group, LLC
N/A—7,253-7,253-100%$1.2M———
NorthRock Partners, LLC
N/A—7,250-7,250-100%$1.2M———
Foundations Investment Advisors, LLC
N/A—6,984-6,984-100%$1.1M———
Truepoint, Inc.
N/A—6,964-6,964-100%$1.1M———
Intrust Bank NA
N/A—6,955-6,955-100%$1.1M———
Mutual Advisors, LLC
N/A—6,858-6,858-100%$1.1M———
Advisors Capital Management, LLC
N/A—6,840-6,840-100%$1.1M———
Baltimore-Washington Financial Advisors, Inc.
N/A—6,765-6,765-100%$1.1M———
Keel Point, LLC
N/A—6,742-6,742-100%$1.1M———
Kintra Wealth, LLC
N/A—6,711-6,711-100%$1.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—6,691-6,691-100%$1.1M———
Johnson Financial Group, Inc.
N/A—6,555-6,555-100%$1.1M———
Cary Street Partners Financial LLC
N/A—6,555-6,555-100%$1.1M———
Rehmann Capital Advisory Group
N/A—6,325-6,325-100%$1.0M———
Star Financial Bank
N/A—6,180-6,180-100%$1.0M———
SEI Investments Co
N/A—6,012-6,012-100%$989.6K———
IHT Wealth Management, LLC
N/A—5,872-5,872-100%$966.6K———
Flow Traders U.S. LLC
N/A—5,845-5,845-100%$962.0K———
World Investment Advisors
N/A—5,799-5,799-100%$847.0K———
IFG Advisory, LLC
N/A—5,745-5,745-100%$945.5K———
Camelot Portfolios, LLC
N/A—5,708-5,708-100%$939.6K———
Thomasville National Bank
N/A—5,657-5,657-100%$931.1K———
Jacobs Equity LLC
N/A—5,635-5,635-100%$927.5K———
Pgim Custom Harvest LLC
N/A—5,608-5,608-100%$923.1K———
QRG Capital Management, Inc.
N/A—5,549-5,549-100%$913.4K———
Two Sigma Securities, LLC
N/A—5,514-5,514-100%$907.6K———
Renaissance Technologies LLC
N/A—5,400-5,400-100%$888.8K———
Regimen Wealth, LLC
N/A—5,367-5,367-100%$883.4K———
Monetary Management Group Inc
N/A—5,350-5,350-100%$880.6K———
Calton & Associates, Inc.
N/A—5,337-5,337-100%$878.5K———
Trivium Point Advisory, LLC
N/A—5,307-5,307-100%$873.5K———
New Age Alpha Advisors, LLC
N/A—5,162-5,162-100%$849.7K———
Savvy Advisors, Inc.
N/A—5,158-5,158-100%$849.0K———
Twin Peaks Wealth Advisors, LLC
N/A—5,136-5,136-100%$845.4K———
Davis R M Inc
N/A—5,132-5,132-100%$844.7K———
Alesco Advisors, LLC, An ESL Co
N/A—5,040-5,040-100%$829.6K———
Freestone Capital Holdings, LLC
N/A—5,004-5,004-100%$823.7K———
Alongside, LLC
N/A—5,002-5,002-100%$823.3K———
49 Wealth Management, LLC
N/A—5,002-5,002-100%$823.3K———
Western Wealth Management, LLC
N/A—4,999-4,999-100%$822.9K———
Simmons Bank
N/A—4,942-4,942-100%$813.5K———
Capital Group Private Client Services, Inc.
N/A—4,788-4,788-100%$788.0K———
Atlantic Union Bankshares Corp
N/A—4,530-4,530-100%$745.6K———
Perennial Investment Advisors, LLC
N/A—4,426-4,426-100%$728.7K———
Insigneo Advisory Services, LLC
N/A—4,391-4,391-100%$722.8K———
Bragg Financial Advisors, Inc
N/A—4,377-4,377-100%$720.5K———
Essex Financial Services, Inc.
N/A—4,340-4,340-100%$714.4K———
Cornerstone Financial Group, LLC
N/A—4,295-4,295-100%$707.0K———
RiverGlades Family Offices LLC
N/A—4,294-4,294-100%$706.8K———
Geometric Wealth Advisors
N/A—4,288-4,288-100%$705.8K———
Port Capital LLC
N/A—4,258-4,258-100%$700.8K———
FLP Wealth Management, LLC
N/A—4,232-4,232-100%$696.6K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,170-4,170-100%$686.4K———
Dorsey & Whitney Trust Co LLC
N/A—4,052-4,052-100%$667.0K———
Eight 31 Financial, LLC
N/A—3,929-3,929-100%$646.7K———
American Trust
N/A—3,927-3,927-100%$646.4K———
Zhang Financial LLC
N/A—3,902-3,902-100%$642.3K———
Flputnam Investment Management Co
N/A—3,837-3,837-100%$616.4K———
Composition Wealth, LLC
N/A—3,813-3,813-100%$627.6K———
Silvercrest Asset Management Group LLC
N/A—3,776-3,776-100%$621.5K———
Advocacy Wealth Management, LLC
N/A—3,675-3,675-100%$604.9K———
Financial Alternatives, Inc
N/A—3,662-3,662-100%$602.8K———
1ST Source Bank
N/A—3,652-3,652-100%$601.1K———
Modern Wealth Management, LLC
N/A—3,614-3,614-100%$594.8K———
Vaughan Nelson Investment Management, L.P.
N/A—3,540-3,540-100%$582.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,480-3,480-100%$572.8K———
Wittenberg Investment Management, Inc.
N/A—3,478-3,478-100%$572.5K———
Retirement Income Solutions, Inc
N/A—3,478-3,478-100%$506.9K———
Next Capital Management LLC
N/A—3,427-3,427-100%$564.1K———
PFG Investments, LLC
N/A—3,405-3,405-100%$560.4K———
O'shaughnessy Asset Management, LLC
N/A—3,395-3,395-100%$558.8K———
Bearing Point Capital, LLC
N/A—3,391-3,391-100%$558.2K———
Chevy Chase Trust Holdings, LLC
N/A—3,373-3,373-100%$555.2K———
Stonebridge Financial Group, LLC / MO
N/A—3,362-3,362-100%$553.5K———
Gateway Wealth Partners, LLC
N/A—3,354-3,354-100%$552.1K———
Rothschild Investment LLC
N/A—3,316-3,316-100%$545.7K———
Harbour Investments, Inc.
N/A—3,287-3,287-100%$541.1K———
Pallas Capital Advisors LLC
N/A—3,268-3,268-100%$537.8K———
Berkshire Asset Management LLC
N/A—3,229-3,229-100%$531.5K———
Coastal Bridge Advisors, LLC
N/A—3,211-3,211-100%$528.5K———
Icon Wealth Advisors, LLC
N/A—3,165-3,165-100%$520.9K———
Drucker Wealth 3.0, LLC
N/A—3,139-3,139-100%$516.6K———
Rockbridge Investment Management, LCC
N/A—3,103-3,103-100%$510.8K———
NCM Capital Management, LLC
N/A—3,100-3,100-100%$510.3K———
Topsail Wealth Management, LLC
N/A—3,084-3,084-100%$507.6K———
Colonial Trust Co / SC
N/A—3,065-3,065-100%$504.5K———
Hancock Whitney Corp
N/A—3,060-3,060-100%$503.7K———
Regal Investment Advisors LLC
N/A—3,051-3,051-100%$502.2K———
American Wealth Advisors, LLC
N/A—2,960-2,960-100%$487.3K———
N.E.W. Advisory Services LLC
N/A—2,954-2,954-100%$486.2K———
Trexquant Investment LP
N/A—2,946-2,946-100%$484.9K———
CreativeOne Wealth, LLC
N/A—2,839-2,839-100%$467.3K———
Planning Directions Inc
N/A—2,791-2,791-100%$459.4K———
Cascade Financial Partners, LLC
N/A—2,746-2,746-100%$451.9K———
Bridgewater Advisors Inc.
N/A—2,742-2,742-100%$462.8K———
Caprock Group, LLC
N/A—2,692-2,692-100%$443.2K———
R.H. Investment Group, LLC
N/A—2,688-2,688-100%$442.4K———
Liberty Square Wealth Partners LLC
N/A—2,662-2,662-100%$438.2K———
BTC Capital Management, Inc.
N/A—2,619-2,619-100%$431.1K———
Nwam LLC
N/A—2,574-2,574-100%$423.7K———
Integrity Wealth Solutions LLC
N/A—2,571-2,571-100%$423.2K———
Granite Harbor Advisors, Inc.
N/A—2,571-2,571-100%$423.2K———
New Republic Capital, LLC
N/A—2,537-2,537-100%$417.6K———
Ancora Advisors LLCA
N/A—2,528-2,528-100%$416.1K———
Mathes Company, Inc.
N/A—2,500-2,500-100%$412.0K———
Millington Financial Advisors, LLC
N/A—2,500-2,500-100%$415.3K———
Qube Research & Technologies Ltd
N/A—2,467-2,467-100%$406.1K———
First Western Trust Bank
N/A—2,430-2,430-100%$400.0K———
Strategies Wealth Advisors, LLC
N/A—2,420-2,420-100%$398.4K———
Meramec Financial Planners, LLC
N/A—2,407-2,407-100%$403.1K———
Vanguard Advisers Inc
N/A—2,406-2,406-100%$396.1K———
Clark Capital Management Group, Inc.
N/A—2,331-2,331-100%$383.7K———
Becker Capital Management Inc
N/A—2,326-2,326-100%$382.8K———
KilterHowling LLC
N/A—2,324-2,324-100%$382.5K———
Centennial Bank
N/A—2,319-2,319-100%$381.7K———
Theory Financial LLC
N/A—2,293-2,293-100%$377.4K———
Bcgm Wealth Management, LLC
N/A—2,281-2,281-100%$375.4K———
Prudential Financial Inc
N/A—2,270-2,270-100%$373.6K———
Keating Financial Advisory Services, Inc.
N/A—2,186-2,186-100%$359.8K———
J. M. Brown & Associates Inc.
N/A—2,163-2,163-100%$356.0K———
Wealth Watch Advisors, Inc
N/A—2,135-2,135-100%$351.4K———
Mairs & Power Inc
N/A—2,112-2,112-100%$348.1K———
CIBC World Market Inc.
N/A—2,102-2,102-100%$346.0K———
FSA Advisors, Inc.
N/A—2,051-2,051-100%$337.7K———
Riverpoint Wealth Management Holdings, LLC
N/A—2,035-2,035-100%$335.0K———
LifePlan Investment Advisors, Inc.
N/A—2,035-2,035-100%$335.0K———
Elm Partners Management LLC
N/A—2,031-2,031-100%$334.3K———
Nuveen, LLC
N/A—1,999-1,999-100%$328.9K———
Stratos Wealth Advisors, LLC
N/A—1,980-1,980-100%$326.0K———
Douglass Winthrop Advisors, LLC
N/A—1,942-1,942-100%$319.7K———
OneDigital Investment Advisors LLC
N/A—1,934-1,934-100%$318.3K———
Madison Wealth Partners, Inc
N/A—1,930-1,930-100%$317.8K———
Tailwinds Wealth, LLC
N/A—1,919-1,919-100%$315.7K———
Gotham Asset Management, LLC
N/A—1,899-1,899-100%$312.6K———
Ruggaard & Associates LLC
N/A—1,894-1,894-100%$311.8K———
BFC Planning, Inc.
N/A—1,888-1,888-100%$310.7K———
River Wealth Advisors LLC
N/A—1,859-1,859-100%$306.0K———
Foster & Motley Inc
N/A—1,856-1,856-100%$305.0K———
Koss-Olinger Consulting, LLC
N/A—1,852-1,852-100%$304.8K———
Snowden Capital Advisors LLC
N/A—1,800-1,800-100%$296.3K———
Glassman Wealth Services
N/A—1,781-1,781-100%$293.2K———
Lathrop Investment Management Co
N/A—1,781-1,781-100%$293.0K———
Vigil Wealth Management, LLC
N/A—1,653-1,653-100%$272.1K———
Empower Advisory Group, LLC
N/A—1,638-1,638-100%$269.6K———
West Michigan Advisors, LLC
N/A—1,623-1,623-100%$267.2K———
Compass Capital Corp
N/A—1,611-1,611-100%$275.7K———
Independent Advisor Alliance
N/A—1,565-1,565-100%$257.6K———
Xcelsior Advisor Partners LLC
N/A—1,563-1,563-100%$257.3K———
Madden Advisory Services, Inc.
N/A—1,559-1,559-100%$256.6K———
Cordant, Inc.
N/A—1,545-1,545-100%$254.3K———
Financial Sense Advisors, Inc.
N/A—1,480-1,480-100%$243.6K———
Zacks Investment Management
N/A—1,473-1,473-100%$242.5K———
Synergy Financial Group, LTD
N/A—1,455-1,455-100%$239.5K———
1832 Asset Management L.P.
N/A—1,431-1,431-100%$235.5K———
Pacific Financial Group Inc
N/A—1,415-1,415-100%$232.9K———
AFT, Forsyth & Company, Inc.
N/A—1,403-1,403-100%$230.9K———
Lazard Asset Management LLC
N/A—1,400-1,400-100%$230.4K———
Capital Advisors Inc
N/A—1,399-1,399-100%$230.3K———
Campion Asset Management
N/A—1,390-1,390-100%$228.8K———
Curi Capital, LLC
N/A—1,360-1,360-100%$223.7K———
Stansberry Asset Management, LLC
N/A—1,352-1,352-100%$222.5K———
SouthState Bank Corp
N/A—1,335-1,335-100%$219.7K———
Summit Wealth Partners, LLC
N/A—1,332-1,332-100%$219.2K———
Wealth Care LLC
N/A—1,315-1,315-100%$216.4K———
Operose Advisors LLC
N/A—1,306-1,306-100%$215.0K———
Anchor Investment Management, LLC
N/A—1,305-1,305-100%$214.8K———
Centaurus Financial, Inc.
N/A—1,299-1,299-100%$214.0K———
Continuum Advisory, LLC
N/A—1,298-1,298-100%$213.7K———
Monograph Wealth Advisors, LLC
N/A—1,296-1,296-100%$213.3K———
Peregrine Asset Advisers, Inc.
N/A—1,292-1,292-100%$212.7K———
Shufro Rose & Co LLC
N/A—1,283-1,283-100%$211.1K———
Fiduciary Trust Co
N/A—1,276-1,276-100%$210.1K———
First Manhattan Co. Llc.
N/A—1,254-1,254-100%$206.4K———
Providence Capital Advisors, LLC
N/A—1,245-1,245-100%$205.0K———
Wrapmanager Inc
N/A—1,239-1,239-100%$203.9K———
Madison Asset Management, LLC
N/A—1,234-1,234-100%$203.1K———
Howe & Rusling Inc
N/A—1,225-1,225-100%$201.6K———
Fiduciary Financial Advisors
N/A—1,223-1,223-100%$201.2K———
BOK Financial Private Wealth, Inc.
N/A—1,169-1,169-100%$192.4K———
Ariel Investments, LLC
N/A—1,145-1,145-100%$188.5K———
ST Germain D J Co Inc
N/A—1,124-1,124-100%$185.0K———
Synergy Investment Management, LLC
N/A—1,112-1,112-100%$183.2K———
Paladin Advisory Group, LLC
N/A—1,111-1,111-100%$182.9K———
Prestige Wealth Management Group LLC
N/A—1,076-1,076-100%$177.2K———
Matrix Private Capital Group LLC
N/A—946-946-100%$155.7K———
Rialto Wealth Management, LLC
N/A—913-913-100%$150.3K———
National Bank of Canada
N/A—886-886-100%$145.8K———
Capital Analysts, LLC
N/A—863-863-100%$142.0K———
Parvin Asset Management, LLC
N/A—691-691-100%$113.7K———
Cutler Capital Management, LLC
N/A—684-684-100%$112.6K———
Basepoint Wealth LLC
N/A—683-683-100%$112.5K———
Cardiff Park Advisors, LLC
N/A—682-682-100%$112.2K———
Smithfield Trust Co
N/A—614-614-100%$102.0K———
Avalon Trust Co
N/A—600-600-100%$98.8K———
Founders Financial Alliance, LLC
N/A—579-579-100%$95.3K———
Transamerica Financial Advisors, LLC
N/A—568-568-100%$93.6K———
Strive Financial Group,LLC
N/A—535-535-100%$88.1K———
Riverview Trust Co
N/A—520-520-100%$85.6K———
Bravera Wealth
N/A—515-515-100%$84.8K———
Bogart Wealth, LLC
N/A—498-498-100%$82.0K———
CoreFirst Bank & Trust
N/A—465-465-100%$76.5K———
Colonial Trust Advisors
N/A—450-450-100%$74.1K———
Bank of the Bluegrass & Trust Co.
N/A—443-443-100%$71.2K———
Ameritas Investment Partners, Inc.
N/A—387-387-100%$63.8K———
Aventura Private Wealth, LLC
N/A—324-324-100%$53.3K———
Copia Wealth Management
N/A—308-308-100%$50.7K———
Basecamp Wealth Advisors LLC
N/A—300-300-100%$49.3K———
HM Payson & Co
N/A—300-300-100%$49.4K———
Forum Finance Group S.A.
N/A—285-285-100%$38———
Windsor Advisory Group, LLC
N/A—270-270-100%$44.4K———
Glen Eagle Advisors, LLC
N/A—264-264-100%$43.4K———
Nova Wealth Management, Inc.
N/A—252-252-100%$41.5K———
Investment Counsel Co of Nevada
N/A—251-251-100%$41.3K———
IMA Advisory Services, Inc.
N/A—250-250-100%$41.2K———
Lowe Brockenbrough & Co Inc
N/A—250-250-100%$41.2K———
Crews Bank & Trust
N/A—208-208-100%$34.2K———
Strategic Wealth Partners, Ltd.
N/A—201-201-100%$33.1K———
Financial Gravity Companies, Inc.
N/A—170-170-100%$28.0K———
Security National Bank of Sioux City Iowa
N/A—168-168-100%$27.7K———
Allied Private Wealth LLC
N/A—163-163-100%$26.8K———
Bellevue Asset Management, LLC
N/A—148-148-100%$24.4K———
Hantz Financial Services, Inc.
N/A—146-146-100%$24.0K———
SHP Wealth Management
N/A—140-140-100%$23.0K———
Field & Main Bank
N/A—134-134-100%$22.1K———
Mpwm Advisory Solutions, LLC
N/A—129-129-100%$21.2K———
PIN OAK Investment Advisors Inc
N/A—128-128-100%$21.0K———
Darwin Wealth Management, LLC
N/A—122-122-100%$20.2K———
MRP Capital Investments, LLC
N/A—122-122-100%$20.1K———
CVA Family Office, LLC
N/A—112-112-100%$18.4K———
Front Row Advisors LLC
N/A—109-109-100%$18.7K———
Smartleaf Asset Management LLC
N/A—105-105-100%$17.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—99-99-100%$16.2K———
Motco
N/A—87-87-100%$14.3K———
Ameriflex Group, Inc.
N/A—85-85-100%$14.0K———
Cornerstone Financial Management LLC
N/A—82-82-100%$13.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—81-81-100%$13.3K———
HHM Wealth Advisors, LLC
N/A—78-78-100%$12.8K———
CNB Bank
N/A—69-69-100%$11.4K———
one8zero8, LLC
N/A—65-65-100%$10.7K———
Caldwell Sutter Capital, Inc.
N/A—65-65-100%$10.7K———
Kerr Financial Planning Corp
N/A—51-51-100%$8.4K———
Beaird Harris Wealth Management, LLC
N/A—50-50-100%$8.2K———
Morris Financial Concepts, Inc.
N/A—45-45-100%$7.4K———
Chelsea Counsel Co
N/A—42-42-100%$6.9K———
Tidemark, LLC
N/A—40-40-100%$6.6K———
Anchor Bay Capital, Inc.
N/A—27-27-100%$4.6K———
Dunhill Financial, LLC
N/A—22-22-100%$3.7K———
Broadwater Capital Management LLC
N/A—20-20-100%$3.3K———
Sittner & Nelson, LLC
N/A—20-20-100%$3.3K———
FWL Investment Management, LLC
N/A—18-18-100%$3.0K———
Fourth Dimension Wealth, LLC
N/A—17-17-100%$2.8K———
Kilter Group LLC
N/A—7-7-100%$1.2K———
Horizon Investments, LLC
N/A—3-3-100%$494———
Showing 1091 of 1091 institutions