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Ishares Russell Mid-Cap Grow (IWP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,291,807 from 2,243,150
Change+48,657 (+2%)
Value$315.5M (-$12.9M)
Filed 2026-10-27
Vantagepoint Investment Advisers LLC
INCREASED
Shares2,248,524 from 2,103,984
Change+144,540 (+7%)
Value$309.6M (+$1.5M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares2,147,399 from 2,218,307
Change-70,908 (-3%)
Value$295.7M (-$29.1M)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,569,923 from 1,324,615
Change+245,308 (+19%)
Value$216.1M (+$22.2M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares1,348,662 from 1,353,964
Change-5,302 (0%)
Value$185.7M (-$12.6M)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares1,166,831 from 1,188,094
Change-21,263 (-2%)
Value$160.6M (-$13.3M)
Filed 2026-10-28
First Citizens Bank & Trust Co
DECREASED
Shares880,406 from 1,242,947
Change-362,541 (-29%)
Value$121.2M (-$60.8M)
Filed 2026-10-14
Financial Advisory Corp
INCREASED
Shares757,264 from 743,948
Change+13,316 (+2%)
Value$104.3M (-$4.7M)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares637,758 from 641,849
Change-4,091 (-1%)
Value$87.8M (-$6.2M)
Filed 2026-10-30
Stephens Group Asset Management, LLC
INCREASED
Shares633,950 from 563,017
Change+70,933 (+13%)
Value$87.3M (+$4.9M)
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares471,113 from 491,388
Change-20,275 (-4%)
Value$64.9M (-$7.1M)
Filed 2026-11-05
Rodgers & Associates, LTD
INCREASED
Shares438,988 from 435,416
Change+3,572 (+1%)
Value$60.4M (-$3.3M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares415,502 from 415,398
Change+104 (+0%)
Value$57.2M (-$3.6M)
Filed 2026-11-02
AMG National Trust Bank
INCREASED
Shares342,593 from 340,414
Change+2,179 (+1%)
Value$47.2M (-$2.7M)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares321,821 from 313,541
Change+8,280 (+3%)
Value$45.4M (-$532.0K)
Filed 2026-10-13
StoryOne LLC
INCREASED
Shares287,014 from 148,100
Change+138,914 (+94%)
Value$39.5M (+$17.8M)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
DECREASED
Shares272,997 from 276,200
Change-3,203 (-1%)
Value$37.6M (-$2.9M)
Filed 2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares252,557 from 250,932
Change+1,625 (+1%)
Value$34.8M (-$2.0M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares228,821 from 223,326
Change+5,495 (+2%)
Value$31.5K (-$32.7M)
Filed 2026-11-02
Bokf, NA
DECREASED
Shares212,327 from 222,647
Change-10,320 (-5%)
Value$29.2M (-$3.4M)
Filed 2026-10-27
GenWealth Group, Inc.
INCREASED
Shares210,262 from 208,254
Change+2,008 (+1%)
Value$28.9M (-$1.5M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares204,070 from 193,126
Change+10,944 (+6%)
Value$28.1M (-$179.3K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares203,568 from 192,603
Change+10,965 (+6%)
Value$28.0M (-$171.7K)
Filed 2026-11-04
RTD Financial Advisors, Inc.
INCREASED
Shares196,875 from 195,438
Change+1,437 (+1%)
Value$27.1M (-$1.5M)
Filed 2026-10-09
Parkway Wealth Management Group, LLC
DECREASED
Shares180,518 from 184,822
Change-4,304 (-2%)
Value$24.9M (-$2.2M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares173,585 from 163,603
Change+9,982 (+6%)
Value$23.9M (-$53.9K)
Filed 2026-10-30
Accredited Investors Inc.
INCREASED
Shares170,559 from 170,300
Change+259 (+0%)
Value$23.5M (-$1.5M)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares170,395 from 185,295
Change-14,900 (-8%)
Value$23.5M (-$3.7M)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares164,089 from 187,930
Change-23,841 (-13%)
Value$22.6M (-$4.9M)
Filed 2026-10-26
Midwest Trust Co
INCREASED
Shares161,334 from 160,932
Change+402 (+0%)
Value$22.2M (-$1.3M)
Filed 2026-10-22
Mechanics Bank Trust Department
INCREASED
Shares146,804 from 145,534
Change+1,270 (+1%)
Value$20.2M (-$1.1M)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED
Shares145,378 from 143,704
Change+1,674 (+1%)
Value$20.0M (-$1.0M)
Filed 2026-11-05
Intergy Private Wealth, LLC
INCREASED
Shares143,620 from 132,539
Change+11,081 (+8%)
Value$19.8M (+$368.7K)
Filed 2026-10-16
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares132,434 from 130,287
Change+2,147 (+2%)
Value$18.2K (-$617)
Filed 2026-10-01
Diversified Management Inc
INCREASED
Shares130,240 from 124,322
Change+5,918 (+5%)
Value$17.9M (-$270.5K)
Filed 2026-10-08
Stonebridge Financial Group, LLC
INCREASED
Shares122,704 from 120,345
Change+2,359 (+2%)
Value$16.9M (-$725.9K)
Filed 2026-10-01
Bank of New York Mellon Corp
INCREASED
Shares108,016 from 102,008
Change+6,008 (+6%)
Value$14.9M (-$63.3K)
Filed 2026-11-05
Bishop & Co Investment Management, LLC
INCREASED
Shares103,248 from 103,129
Change+119 (+0%)
Value$14.2M (-$883.9K)
Filed 2026-11-05
VestGen Advisors, LLC
INCREASED
Shares102,091 from 99,121
Change+2,970 (+3%)
Value$14.1M (-$456.4K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares101,585 from 95,654
Change+5,931 (+6%)
Value$14.3M (+$677.8K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED
Shares100,892 from 100,892
Change0 (0%)
Value$13.9M (-$880.8K)
Filed 2026-10-13
LMG Wealth Partners, LLC
DECREASED
Shares99,241 from 102,212
Change-2,971 (-3%)
Value$13.7M (-$1.3M)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
INCREASED
Shares98,393 from 97,890
Change+503 (+1%)
Value$13.5M (-$785.3K)
Filed 2026-10-07
Farmers & Merchants Investments Inc
INCREASED
Shares93,404 from 93,272
Change+132 (+0%)
Value$12.9M (-$796.1K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
DECREASED
Shares93,117 from 107,070
Change-13,953 (-13%)
Value$12.8M (-$2.9M)
Filed 2026-11-03
Heck Capital Advisors, LLC
INCREASED
Shares91,861 from 90,654
Change+1,207 (+1%)
Value$12.6M (-$625.3K)
Filed 2026-10-14
HUB Investment Partners, LLC
DECREASED
Shares89,817 from 98,621
Change-8,804 (-9%)
Value$12.4M (-$2.1M)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares89,564 from 88,152
Change+1,412 (+2%)
Value$12.3M (-$575.2K)
Filed 2026-10-16
WestHill Financial Advisors, Inc.
INCREASED
Shares86,454 from 83,725
Change+2,729 (+3%)
Value$11.9M (-$355.2K)
Filed 2026-10-14
Investment Partners, Ltd.
INCREASED
Shares86,143 from 44,284
Change+41,859 (+95%)
Value$11.9M (+$5.4M)
Filed 2026-10-29
Washington Trust Bank
DECREASED
Shares84,833 from 166,435
Change-81,602 (-49%)
Value$11.7M (-$12.7M)
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares83,236 from 83,381
Change-145 (0%)
Value$11.5M (-$748.0K)
Filed 2026-10-29
Occidental Asset Management, LLC
INCREASED
Shares80,405 from 80,054
Change+351 (+0%)
Value$11.1M (-$650.6K)
Filed 2026-11-05
Whitegate Investment Counselors, Inc.
INCREASED
Shares78,689 from 78,630
Change+59 (+0%)
Value$10.8M (-$678.4K)
Filed 2026-11-02
First Horizon Corp
INCREASED
Shares77,633 from 75,461
Change+2,172 (+3%)
Value$10.7M (-$359.7K)
Filed 2026-10-26
Corundum Group, Inc.
INCREASED
Shares76,679 from 76,317
Change+362 (+0%)
Value$10.6M (-$616.4K)
Filed 2026-10-28
First National Trust Co
DECREASED
Shares76,667 from 79,197
Change-2,530 (-3%)
Value$10.6M (-$1.0M)
Filed 2026-10-28
Conning Inc.
INCREASED
Shares76,647 from 65,605
Change+11,042 (+17%)
Value$10.6M (+$947.5K)
Filed 2026-10-27
Sentinel Advisory Group, LLC
INCREASED
Shares75,553 from 73,023
Change+2,530 (+3%)
Value$10.4M (-$289.2K)
Filed 2026-10-20
USAdvisors Wealth Management, LLC
INCREASED
Shares73,573 from 67,608
Change+5,965 (+9%)
Value$10.1K (-$9.9M)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares72,603 from 85,868
Change-13,265 (-15%)
Value$10.0M (-$2.6M)
Filed 2026-10-13
First Merchants Corp
INCREASED
Shares70,543 from 68,631
Change+1,912 (+3%)
Value$9.7M (-$335.9K)
Filed 2026-10-15
Stevens Capital Partners
INCREASED
Shares67,739 from 64,852
Change+2,887 (+4%)
Value$9.3M (-$168.8K)
Filed 2026-10-29
Mainsail Financial Group, LLC
INCREASED
Shares67,043 from 61,533
Change+5,510 (+9%)
Value$9.2M (+$221.5K)
Filed 2026-10-23
Stone Wealth Partners
INCREASED
Shares62,836 from 27,376
Change+35,460 (+130%)
Value$8.7M (+$4.7M)
Filed 2026-11-05
Summit Wealth Group LLC / Co
DECREASED
Shares61,846 from 65,699
Change-3,853 (-6%)
Value$8.5M (-$1.1M)
Filed 2026-10-29
Crescent Grove Advisors, LLC
INCREASED
Shares60,821 from 60,813
Change+8 (+0%)
Value$8.4M (-$529.7K)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares60,381 from 14,018
Change+46,363 (+331%)
Value$8.3K (-$2.0M)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares59,360 from 57,373
Change+1,987 (+3%)
Value$8.2M (-$227.3K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares58,042 from 49,415
Change+8,627 (+17%)
Value$8.0M (+$756.5K)
Filed 2026-10-08
Clear Harbor Asset Management, LLC
INCREASED
Shares57,389 from 56,680
Change+709 (+1%)
Value$7.9M (-$397.2K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares56,388 from 36,743
Change+19,645 (+53%)
Value$7.8M (+$2.4M)
Filed 2026-11-04
GHP Investment Advisors, Inc.
DECREASED
Shares55,254 from 56,070
Change-816 (-1%)
Value$7.6M (-$601.9K)
Filed 2026-10-15
Powell Investment Advisors, LLC
INCREASED
Shares52,327 from 52,203
Change+124 (+0%)
Value$7.2M (-$438.7K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares50,877 from 50,785
Change+92 (+0%)
Value$7.0M (-$430.7K)
Filed 2026-10-28
Ticino Wealth
INCREASED
Shares50,222 from 48,978
Change+1,244 (+3%)
Value$6.9M (-$256.3K)
Filed 2026-10-13
Congress Asset Management Co
DECREASED
Shares49,409 from 154,279
Change-104,870 (-68%)
Value$6.8M (-$15.8M)
Filed 2026-10-06
Fifth Third Securities, Inc.
INCREASED
Shares48,896 from 47,821
Change+1,075 (+2%)
Value$6.7M (-$269.6K)
Filed 2026-10-21
Old National Bancorp
INCREASED
Shares48,484 from 47,759
Change+725 (+2%)
Value$6.7M (-$317.1K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares48,046 from 36,895
Change+11,151 (+30%)
Value$6.6M (+$1.2M)
Filed 2026-10-16
Eukles Asset Management
INCREASED
Shares46,548 from 39,325
Change+7,223 (+18%)
Value$6.4M (+$651.2K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares46,149 from 44,890
Change+1,259 (+3%)
Value$6.4M (-$218.6K)
Filed 2026-10-23
Weinberger Asset Management, Inc
INCREASED
Shares45,256 from 43,606
Change+1,650 (+4%)
Value$6.2M (+$255.1K)
Filed 2026-10-28
Hilltop National Bank
DECREASED
Shares43,033 from 43,051
Change-18 (0%)
Value$5.9M (-$378.3K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares41,636 from 43,508
Change-1,872 (-4%)
Value$5.7M (-$631.5K)
Filed 2026-10-23
Globalt Investments LLC / GA
DECREASED
Shares40,125 from 43,375
Change-3,250 (-7%)
Value$5.5M (-$826.1K)
Filed 2026-10-27
Regions Financial Corp
DECREASED
Shares40,028 from 40,260
Change-232 (-1%)
Value$5.5M (-$383.4K)
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares38,238 from 3,941,675
Change-3,903,437 (-99%)
Value$5.3M (-$571.8M)
Filed 2026-11-05
Procyon Advisors, LLC
INCREASED
Shares37,717 from 36,874
Change+843 (+2%)
Value$5.2M (-$205.8K)
Filed 2026-10-21
Lee Financial Co
DECREASED
Shares37,260 from 37,755
Change-495 (-1%)
Value$5.1M (-$397.8K)
Filed 2026-10-16
Acima Private Wealth, LLC
UNCHANGED
Shares37,139 from 37,139
Change0 (0%)
Value$5.1M (-$324.2K)
Filed 2026-10-05
Equitable Trust Co
INCREASED
Shares36,221 from 35,705
Change+516 (+1%)
Value$5.0M (-$240.7K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
DECREASED
Shares36,032 from 36,496
Change-464 (-1%)
Value$5.0M (-$382.5K)
Filed 2026-10-13
Processus Wealth & Capital Management, LLC
DECREASED
Shares35,689 from 35,981
Change-292 (-1%)
Value$4.9M (-$354.3K)
Filed 2026-10-16
McAdam, LLC
DECREASED
Shares35,028 from 35,997
Change-969 (-3%)
Value$4.8M (-$447.6K)
Filed 2026-10-21
Certified Advisory Corp
DECREASED
Shares34,653 from 35,955
Change-1,302 (-4%)
Value$4.8M (-$493.2K)
Filed 2026-10-29
Ascentis Independent Advisors
INCREASED
Shares34,427 from 7,949
Change+26,478 (+333%)
Value$4.7M (+$3.6M)
Filed 2026-11-03
Advisory Resource Group
INCREASED
Shares34,388 from 34,254
Change+134 (+0%)
Value$4.7M (-$280.7K)
Filed 2026-10-26
Kelsey Financial, LLC
DECREASED
Shares34,002 from 34,500
Change-498 (-1%)
Value$4.7M (-$369.8K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares33,853 from 20,802
Change+13,051 (+63%)
Value$4.7M (+$1.6M)
Filed 2026-10-29
Beacon Bank & Trust
INCREASED
Shares33,100 from 32,928
Change+172 (+1%)
Value$4.6M (-$263.8K)
Filed 2026-10-27
Courier Capital LLC
INCREASED
Shares33,005 from 32,976
Change+29 (+0%)
Value$4.5M (-$283.9K)
Filed 2026-10-19
LWM Advisors Inc
INCREASED
Shares32,814 from 31,550
Change+1,264 (+4%)
Value$4.5M (-$101.5K)
Filed 2026-10-08
Atlas Brown,Inc.
DECREASED
Shares32,458 from 32,484
Change-26 (0%)
Value$4.5M (-$287.2K)
Filed 2026-10-09
Strategic Blueprint, LLC
INCREASED
Shares31,792 from 24,484
Change+7,308 (+30%)
Value$4.4M (+$792.5K)
Filed 2026-10-22
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares31,167 from 154,430
Change-123,263 (-80%)
Value$4.3M (-$18.3M)
Filed 2026-10-09
Councilor Wealth, LLC
DECREASED
Shares30,607 from 32,251
Change-1,644 (-5%)
Value$4.2M (-$507.9K)
Filed 2026-10-09
Vision Capital Management, Inc.
DECREASED
Shares30,337 from 30,582
Change-245 (-1%)
Value$4.2M (-$300.7K)
Filed 2026-10-20
Auour Investments LLC
INCREASED
Shares30,056 from 29,526
Change+530 (+2%)
Value$4.1M (-$184.7K)
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares29,230 from 21,936
Change+7,294 (+33%)
Value$4.0M (+$812.7K)
Filed 2026-11-04
Brady Martz Wealth Solutions, LLC
DECREASED
Shares28,896 from 29,039
Change-143 (0%)
Value$4.0M (-$273.2K)
Filed 2026-11-05
Burns Matteson Capital Management, LLC
DECREASED
Shares28,609 from 32,521
Change-3,912 (-12%)
Value$3.9M (-$822.5K)
Filed 2026-10-16
ARK & TLK Investments, LLC
UNCHANGED
Shares28,196 from 28,196
Change0 (0%)
Value$3.9M (-$246.1K)
Filed 2026-10-20
Beam Wealth Advisors, Inc.
INCREASED
Shares27,849 from 27,769
Change+80 (+0%)
Value$3.8M (-$231.4K)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares27,504 from 27,493
Change+11 (+0%)
Value$3.8M (-$238.6K)
Filed 2026-10-16
Consolidated Investment Group LLC
UNCHANGED
Shares27,450 from 27,450
Change0 (0%)
Value$3.8M (-$239.6K)
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares27,116 from 28,890
Change-1,774 (-6%)
Value$3.7M (-$496.5K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED
Shares27,001 from 26,910
Change+91 (+0%)
Value$3.7M (-$222.4K)
Filed 2026-10-16
Friday Financial
INCREASED
Shares26,536 from 13,546
Change+12,990 (+96%)
Value$3.7M (+$1.8M)
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
INCREASED
Shares26,066 from 19,141
Change+6,925 (+36%)
Value$3.6M (+$786.3K)
Filed 2026-10-23
Kingdom Financial Group Llc.
DECREASED
Shares25,965 from 36,778
Change-10,813 (-29%)
Value$3.6M (-$1.8M)
Filed 2026-11-04
MSH Capital Advisors LLC
INCREASED
Shares25,232 from 24,737
Change+495 (+2%)
Value$3.5M (-$147.8K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED
Shares25,038 from 28,969
Change-3,931 (-14%)
Value$3.4M (-$743.9K)
Filed 2026-10-13
Glenview Trust Co
INCREASED
Shares24,599 from 23,948
Change+651 (+3%)
Value$3.4M (-$119.4K)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
DECREASED
Shares24,031 from 25,255
Change-1,224 (-5%)
Value$3.3M (-$389.0K)
Filed 2026-10-14
Choreo, LLC
DECREASED
Shares23,798 from 24,326
Change-528 (-2%)
Value$3.3M (-$285.1K)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares22,770 from 14,743
Change+8,027 (+54%)
Value$3.0M (+$839.0K)
Filed 2026-11-04
Pinnacle Associates LTD
UNCHANGED
Shares22,443 from 22,443
Change0 (0%)
Value$3.1M (-$195.9K)
Filed 2026-10-20
Ballew Advisors, Inc
INCREASED
Shares22,243 from 22,110
Change+133 (+1%)
Value$3.1M (-$19.7K)
Filed 2026-10-05
Financial Partners Group, Inc
DECREASED
Shares22,236 from 22,513
Change-277 (-1%)
Value$3.1M (-$234.7K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares22,163 from 22,890
Change-727 (-3%)
Value$3.1M (-$299.8K)
Filed 2026-11-03
Avior Wealth Management, LLC
DECREASED
Shares21,956 from 22,109
Change-153 (-1%)
Value$3.0M (-$213.3K)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares21,698 from 22,341
Change-643 (-3%)
Value$3.0M (-$283.5K)
Filed 2026-11-03
MFG Investments, LLC
NEW
Shares21,623
Change+21,623
Value$3.0M
Filed 2026-10-30
McKinley Carter Wealth Services, Inc.
DECREASED
Shares20,837 from 20,866
Change-29 (0%)
Value$2.9M (-$186.2K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares20,039 from 21,889
Change-1,850 (-8%)
Value$2.8M (-$445.8K)
Filed 2026-11-05
LifeWealth Investments, LLC
DECREASED
Shares19,886 from 28,562
Change-8,676 (-30%)
Value$2.7M (-$1.4M)
Filed 2026-10-21
MCF Advisors LLC
DECREASED
Shares19,833 from 19,875
Change-42 (0%)
Value$2.7M (-$179.3K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares19,806 from 19,734
Change+72 (+0%)
Value$2.7M (-$162.5K)
Filed 2026-11-03
HMS Capital Management, LLC
INCREASED
Shares19,081 from 19,030
Change+51 (+0%)
Value$2.6M (-$159.1K)
Filed 2026-10-20
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares18,585 from 18,429
Change+156 (+1%)
Value$2.6M (-$139.4K)
Filed 2026-10-07
Allegheny Financial Group
INCREASED
Shares18,126 from 17,840
Change+286 (+2%)
Value$2.5M (-$116.4K)
Filed 2026-11-05
Post Resch Tallon Group Inc.
INCREASED
Shares17,917 from 17,207
Change+710 (+4%)
Value$2.5M (-$52.5K)
Filed 2026-10-09
Cooper Financial Group
INCREASED
Shares17,900 from 16,663
Change+1,237 (+7%)
Value$2.5M (+$24.8K)
Filed 2026-10-07
Amarillo National Bank
UNCHANGED
Shares17,706 from 17,706
Change0 (0%)
Value$2.4M (-$154.6K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares17,590 from 26,212
Change-8,622 (-33%)
Value$2.4M (-$1.4M)
Filed 2026-10-15
First National Bank Sioux Falls
INCREASED
Shares17,490 from 15,290
Change+2,200 (+14%)
Value$2.4M (+$342.8K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares17,419 from 14,757
Change+2,662 (+18%)
Value$2.4M (+$237.7K)
Filed 2026-10-22
Sterling Capital Management LLC
DECREASED
Shares17,351 from 79,016
Change-61,665 (-78%)
Value$2.4M (-$9.2M)
Filed 2026-10-22
Builder Investment Group Inc
INCREASED
Shares17,241 from 16,912
Change+329 (+2%)
Value$2.4M (-$102.2K)
Filed 2026-10-22
TD Private Client Wealth LLC
INCREASED
Shares17,182 from 16,359
Change+823 (+5%)
Value$2.4M (-$29.5K)
Filed 2026-10-28
Tennessee Valley Asset Management Partners
DECREASED
Shares17,158 from 20,548
Change-3,390 (-16%)
Value$2.4M (-$646.1K)
Filed 2026-11-03
Wealth Management Nebraska
DECREASED
Shares16,692 from 17,428
Change-736 (-4%)
Value$2.3M (-$253.5K)
Filed 2026-10-26
Horst & Graben Wealth Management LLC
DECREASED
Shares16,345 from 16,622
Change-277 (-2%)
Value$2.3M (-$158.8K)
Filed 2026-11-02
Claro Advisors Inc.
INCREASED
Shares16,058 from 15,575
Change+483 (+3%)
Value$2.2M (-$69.4K)
Filed 2026-11-02
Howard Bailey Securities, LLC
DECREASED
Shares15,974 from 23,081
Change-7,107 (-31%)
Value$2.2M (-$1.2M)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares15,922 from 13,824
Change+2,098 (+15%)
Value$2.2M (+$168.1K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED
Shares15,620 from 15,851
Change-231 (-1%)
Value$2.2M (-$170.2K)
Filed 2026-10-22
Kanawha Capital Management LLC
UNCHANGED
Shares15,474 from 15,474
Change0 (0%)
Value$2.1M (-$135.1K)
Filed 2026-10-19
Independent Financial Group, LLC
DECREASED
Shares15,206 from 19,143
Change-3,937 (-21%)
Value$2.1M (-$709.1K)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares15,111 from 26,174
Change-11,063 (-42%)
Value$2.1M (-$1.8M)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares15,046 from 10,595
Change+4,451 (+42%)
Value$2.1M (+$520.3K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
DECREASED
Shares14,969 from 14,972
Change-3 (0%)
Value$2.1M (-$131.1K)
Filed 2026-10-08
Global Strategic Investment Solutions, LLC
DECREASED
Shares14,946 from 14,953
Change-7 (0%)
Value$2.1M (-$131.5K)
Filed 2026-10-16
Rose Capital Advisors LLC
INCREASED
Shares14,593 from 14,577
Change+16 (+0%)
Value$2.0M (-$125.0K)
Filed 2026-11-04
Foronjy Financial LLC
INCREASED
Shares14,429 from 13,438
Change+991 (+7%)
Value$2.0M (+$19.2K)
Filed 2026-10-14
Nadler Financial Group, Inc.
INCREASED
Shares14,398 from 14,396
Change+2 (+0%)
Value$2.0M (-$125.4K)
Filed 2026-10-23
United Advisor Group, LLC
DECREASED
Shares14,089 from 15,407
Change-1,318 (-9%)
Value$1.9M (-$316.0K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED
Shares13,993 from 14,408
Change-415 (-3%)
Value$1.9M (-$182.9K)
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares13,880 from 20,535
Change-6,655 (-32%)
Value$1.9M (-$1.1M)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED
Shares13,821 from 12,660
Change+1,161 (+9%)
Value$1.9M (+$49.2K)
Filed 2026-10-19
Shakespeare Wealth Management, LLC
DECREASED
Shares13,750 from 15,332
Change-1,582 (-10%)
Value$1.9M (-$351.7K)
Filed 2026-10-28
Navigation Group, LLC
INCREASED
Shares13,321 from 13,319
Change+2 (+0%)
Value$1.8M (-$116.1K)
Filed 2026-10-28
Serenity Investment Advisors
INCREASED
Shares13,285 from 13,283
Change+2 (+0%)
Value$1.8M (-$60.4K)
Filed 2026-10-30
Trust Point Inc.
DECREASED
Shares13,273 from 13,419
Change-146 (-1%)
Value$1.8M (-$137.2K)
Filed 2026-10-27
Fund Evaluation Group, LLC
INCREASED
Shares13,089 from 13,074
Change+15 (+0%)
Value$1.8M (-$112.1K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares13,046 from 13,922
Change-876 (-6%)
Value$1.8M (-$242.1K)
Filed 2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares12,910 from 12,910
Change0 (0%)
Value$1.8M (-$112.7K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
DECREASED
Shares12,814 from 12,922
Change-108 (-1%)
Value$1.7M (-$86.6K)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares12,617 from 11,570
Change+1,047 (+9%)
Value$1.7M (+$43.2K)
Filed 2026-10-29
Seven Hills Financial, LLC
NEW
Shares12,602
Change+12,602
Value$1.7M
Filed 2026-10-13
Capital Squared Financial LLC
DECREASED
Shares12,494 from 12,690
Change-196 (-2%)
Value$1.7M (-$137.8K)
Filed 2026-10-30
Allstreet Capital Advisors LLC
DECREASED
Shares12,477 from 12,607
Change-130 (-1%)
Value$1.7M (-$128.0K)
Filed 2026-11-04
Global Trust Wealth Management LLC
INCREASED
Shares12,476 from 12,455
Change+21 (+0%)
Value$1.7M (-$105.8K)
Filed 2026-10-14
Sage Financial Group Inc
INCREASED
Shares12,384 from 12,170
Change+214 (+2%)
Value$1.7M (-$76.8K)
Filed 2026-10-27
Rossmore Private Capital
UNCHANGED
Shares12,312 from 12,312
Change0 (0%)
Value$1.7M (-$107.5K)
Filed 2026-10-27
Key Capital Management, Inc
DECREASED
Shares12,227 from 15,664
Change-3,437 (-22%)
Value$1.7M (-$610.0K)
Filed 2026-11-03
Highland Capital Management, LLC
DECREASED
Shares12,147 from 12,297
Change-150 (-1%)
Value$1.7M (-$128.0K)
Filed 2026-10-26
Victory Financial Group, LLC
INCREASED
Shares12,048 from 10,927
Change+1,121 (+10%)
Value$1.7M (+$58.9K)
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares11,984 from 11,991
Change-7 (0%)
Value$1.7M (-$105.7K)
Filed 2026-11-02
Venture Visionary Partners LLC
INCREASED
Shares11,694 from 11,693
Change+1 (+0%)
Value$1.6M (-$101.9K)
Filed 2026-10-07
Dynamic Financial Group
INCREASED
Shares11,642 from 11,397
Change+245 (+2%)
Value$1.6M (-$65.8K)
Filed 2026-10-28
Luts & Greenleigh Group, Inc.
DECREASED
Shares11,610 from 11,758
Change-148 (-1%)
Value$1.6M (-$123.0K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares11,319 from 13,142
Change-1,823 (-14%)
Value$1.6M (-$365.7K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares11,261 from 9,719
Change+1,542 (+16%)
Value$1.6M (+$127.5K)
Filed 2026-10-21
Central Trust Co
INCREASED
Shares11,190 from 9,498
Change+1,692 (+18%)
Value$1.5M (+$150.0K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares11,123 from 11,160
Change-37 (0%)
Value$1.5M (-$102.5K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares11,075 from 11,025
Change+50 (+0%)
Value$1.5M (-$89.3K)
Filed 2026-10-28
One Day In July LLC
UNCHANGED
Shares10,842 from 10,842
Change0 (0%)
Value$1.5M (-$94.7K)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
DECREASED
Shares10,633 from 10,660
Change-27 (0%)
Value$1.5M (-$96.8K)
Filed 2026-10-26
Montgomery Financial Services LLC
DECREASED
Shares10,449 from 15,128
Change-4,679 (-31%)
Value$1.4M (-$776.3K)
Filed 2026-11-03
Willner & Heller, LLC
DECREASED
Shares10,373 from 11,477
Change-1,104 (-10%)
Value$1.4M (-$252.2K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,353 from 10,865
Change-512 (-5%)
Value$1.4M (-$165.3K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
NEW
Shares10,350
Change+10,350
Value$1.4M
Filed 2026-10-16
James J. Burns & Company, LLC
DECREASED
Shares10,269 from 10,314
Change-45 (0%)
Value$1.4M (-$96.1K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares10,243 from 9,094
Change+1,149 (+13%)
Value$1.4M (+$78.8K)
Filed 2026-10-26
Stage Harbor Financial, LLC
INCREASED
Shares10,109 from 8,759
Change+1,350 (+15%)
Value$1.4M (+$109.5K)
Filed 2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED
Shares10,035 from 10,035
Change0 (0%)
Value$1.4M (-$87.6K)
Filed 2026-10-28
Moneco Advisors, LLC
INCREASED
Shares9,822 from 9,812
Change+10 (+0%)
Value$1.4M (-$84.4K)
Filed 2026-11-05
Stegner Investment Associates Inc.
DECREASED
Shares9,817 from 9,887
Change-70 (-1%)
Value$1.4M (-$95.9K)
Filed 2026-10-15
Thrivent Financial for Lutherans
DECREASED
Shares9,785 from 32,380
Change-22,595 (-70%)
Value$617.7K (-$4.1M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
UNCHANGED
Shares9,658 from 9,658
Change0 (0%)
Value$1.3M (-$84.3K)
Filed 2026-10-15
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares9,539 from 9,537
Change+2 (+0%)
Value$1.3M (-$82.9K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
INCREASED
Shares9,379 from 9,238
Change+141 (+2%)
Value$1.3M (+$107.8K)
Filed 2026-10-13
Reynders McVeigh Capital Management, LLC
UNCHANGED
Shares9,250 from 9,250
Change0 (0%)
Value$1.3M (-$80.5K)
Filed 2026-10-30
Aspiriant, LLC
UNCHANGED
Shares9,108 from 9,108
Change0 (0%)
Value$1.3M (-$79.5K)
Filed 2026-10-16
Vertrix Wealth Management, LLC
DECREASED
Shares8,909 from 9,557
Change-648 (-7%)
Value$1.2M (-$172.6K)
Filed 2026-10-13
Gryphon Financial Partners LLC
INCREASED
Shares8,847 from 7,510
Change+1,337 (+18%)
Value$1.2M (+$118.6K)
Filed 2026-11-04
Parkside Financial Bank & Trust
INCREASED
Shares8,843 from 8,828
Change+15 (+0%)
Value$1.2M (-$75.0K)
Filed 2026-10-27
Fulton Bank, N.A.
INCREASED
Shares8,653 from 8,446
Change+207 (+2%)
Value$1.2M (-$45.2K)
Filed 2026-10-14
Orin Green Financial, LLC
DECREASED
Shares8,612 from 8,659
Change-47 (-1%)
Value$1.2M (-$82.1K)
Filed 2026-10-19
Compound Planning, Inc.
DECREASED
Shares8,547 from 11,660
Change-3,113 (-27%)
Value$1.2M (-$530.4K)
Filed 2026-11-05
Diversified Portfolios, Inc.
INCREASED
Shares8,487 from 2,148
Change+6,339 (+295%)
Value$1.2M (+$854.0K)
Filed 2026-11-04
Lifelong Wealth Advisors, Inc.
DECREASED
Shares8,486 from 8,535
Change-49 (-1%)
Value$1.2M (-$81.3K)
Filed 2026-10-19
Wealth Management Partners, LLC
DECREASED
Shares8,420 from 8,519
Change-99 (-1%)
Value$1.2M (-$88.0K)
Filed 2026-10-21
Smith Salley Wealth Management
DECREASED
Shares8,403 from 8,445
Change-42 (0%)
Value$1.2M (-$79.5K)
Filed 2026-11-03
Investmark Advisory Group LLC
INCREASED
Shares8,366 from 5,964
Change+2,402 (+40%)
Value$1.2M (+$278.8K)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares8,334 from 8,053
Change+281 (+3%)
Value$1.1M (-$31.6K)
Filed 2026-10-23
Canandaigua National Trust Co of Florida
NEW
Shares8,296
Change+8,296
Value$1.1M
Filed 2026-10-07
Signaturefd, LLC
INCREASED
Shares8,274 from 6,635
Change+1,639 (+25%)
Value$1.1M (+$167.8K)
Filed 2026-10-23
Rebalance, LLC
INCREASED
Shares8,264 from 8,255
Change+9 (+0%)
Value$1.1M (-$70.8K)
Filed 2026-10-22
Brickley Wealth Management
DECREASED
Shares8,259 from 8,271
Change-12 (0%)
Value$1.1M (-$73.9K)
Filed 2026-11-04
Essential Investment Partners LLC
DECREASED
Shares8,176 from 8,385
Change-209 (-2%)
Value$1.1M (-$102.0K)
Filed 2026-10-27
BCS Wealth Management
UNCHANGED
Shares8,092 from 8,092
Change0 (0%)
Value$1.1M (-$70.6K)
Filed 2026-11-03
Holland Advisory Services, Inc.
DECREASED
Shares8,012 from 8,044
Change-32 (0%)
Value$1.1M (-$74.6K)
Filed 2026-10-26
GFS Advisors, LLC
INCREASED
Shares8,000 from 2,800
Change+5,200 (+186%)
Value$1.1M (-$70.3K)
Filed 2026-11-03
Asempa Wealth Advisors
INCREASED
Shares7,705 from 4,383
Change+3,322 (+76%)
Value$1.1M (+$434.2K)
Filed 2026-10-07
Nations Financial Group Inc,
DECREASED
Shares7,693 from 7,869
Change-176 (-2%)
Value$1.1M (-$92.8K)
Filed 2026-11-05
Alpine Bank Wealth Management
UNCHANGED
Shares7,634 from 7,634
Change0 (0%)
Value$1.1M (-$66.6K)
Filed 2026-10-16
Key FInancial Inc
INCREASED
Shares7,626 from 7,112
Change+514 (+7%)
Value$1.0M (+$8.7K)
Filed 2026-11-02
M Holdings Securities, Inc.
NEW
Shares7,616
Change+7,616
Value$994
Filed 2026-11-03
Cornerstone Planning Group LLC
INCREASED
Shares7,611 from 5,734
Change+1,877 (+33%)
Value$1.1M (+$293.1K)
Filed 2026-10-16
BLB&B Advisors, LLC
DECREASED
Shares7,552 from 8,028
Change-476 (-6%)
Value$1.0M (-$135.6K)
Filed 2026-10-27
Atticus Wealth Management, LLC
DECREASED
Shares7,372 from 7,417
Change-45 (-1%)
Value$1.0M (-$71.0K)
Filed 2026-10-20
SBK Financial, Inc.
UNCHANGED
Shares7,331 from 7,331
Change0 (0%)
Value$1.0M (-$64.0K)
Filed 2026-11-02
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares7,330 from 7,330
Change0 (0%)
Value$1.0M (-$64.0K)
Filed 2026-10-13
Linscomb Wealth, Inc.
INCREASED
Shares7,229 from 6,949
Change+280 (+4%)
Value$995.3K (-$22.1K)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares7,139 from 7,265
Change-126 (-2%)
Value$982.9K (-$80.8K)
Filed 2026-11-04
Harbour Capital Advisors, LLC
UNCHANGED
Shares7,105 from 7,105
Change0 (0%)
Value$978.2K (-$34.6K)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares7,044 from 7,048
Change-4 (0%)
Value$969.8K (-$62.1K)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares7,028 from 6,866
Change+162 (+2%)
Value$967.6K (-$37.7K)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares7,021 from 4,812
Change+2,209 (+46%)
Value$965.6K (+$261.0K)
Filed 2026-11-03
Greenwood Gearhart LLC
INCREASED
Shares7,010 from 7,003
Change+7 (+0%)
Value$965.2K (-$60.2K)
Filed 2026-11-02
Delta Capital Management LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$964 (-$61)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares6,958 from 6,986
Change-28 (0%)
Value$957.9K (-$64.9K)
Filed 2026-10-15
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares6,885 from 6,885
Change0 (0%)
Value$947.9K (-$60.1K)
Filed 2026-10-08
Revolve Wealth Partners, LLC
UNCHANGED
Shares6,856 from 6,856
Change0 (0%)
Value$943.9K (-$59.9K)
Filed 2026-10-23
Annex Advisory Services, LLC
INCREASED
Shares6,788 from 6,696
Change+92 (+1%)
Value$934.6K (-$45.8K)
Filed 2026-10-16
Roberts Financial Services LLC
DECREASED
Shares6,750 from 7,026
Change-276 (-4%)
Value$929.4K (-$99.4K)
Filed 2026-10-23
Affiance Financial, LLC
INCREASED
Shares6,638 from 6,631
Change+7 (+0%)
Value$914.0K (-$56.9K)
Filed 2026-10-15
Appleton Partners Inc
UNCHANGED
Shares6,622 from 6,622
Change0 (0%)
Value$912 (-$969.1K)
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares6,586 from 4,637
Change+1,949 (+42%)
Value$906.7K (+$227.8K)
Filed 2026-10-23
Clearwave Capital, LLC
DECREASED
Shares6,556 from 6,693
Change-137 (-2%)
Value$902.7K (-$77.2K)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares6,495 from 6,491
Change+4 (+0%)
Value$894.3K (-$56.1K)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares6,444 from 1,908
Change+4,536 (+238%)
Value$887.2K (+$607.9K)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares6,423 from 6,423
Change0 (0%)
Value$884.3K (-$56.1K)
Filed 2026-10-21
15 Wealth Advisors LLC
NEW
Shares6,352
Change+6,352
Value$874.5K
Filed 2026-10-14
Legacy Bridge, LLC
UNCHANGED
Shares6,317 from 6,317
Change0 (0%)
Value$869.7K (-$55.1K)
Filed 2026-10-28
Granville Capital, Inc.
UNCHANGED
Shares6,250 from 6,250
Change0 (0%)
Value$860.5K (-$54.6K)
Filed 2026-11-05
Wedgewood Investors Inc
DECREASED
Shares6,243 from 6,273
Change-30 (0%)
Value$859.5K (-$58.9K)
Filed 2026-10-28
Bayban
UNCHANGED
Shares6,156 from 6,156
Change0 (0%)
Value$901.3K ($0)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares6,140 from 7,278
Change-1,138 (-16%)
Value$845.3K (-$220.3K)
Filed 2026-10-13
Richardson Capital Management LLC
UNCHANGED
Shares6,137 from 6,137
Change0 (0%)
Value$844.9K (-$53.6K)
Filed 2026-10-23
Essex Bank
INCREASED
Shares6,124 from 5,128
Change+996 (+19%)
Value$843.1K (+$92.4K)
Filed 2026-10-16
LexAurum Advisors, LLC
INCREASED
Shares6,095 from 5,347
Change+748 (+14%)
Value$839.1K (+$56.3K)
Filed 2026-10-19
Rockland Trust Co
INCREASED
Shares6,049 from 5,468
Change+581 (+11%)
Value$832.8K (+$32.3K)
Filed 2026-10-05
Viewpoint Capital Management LLC
NEW
Shares6,000
Change+6,000
Value$826.1K
Filed 2026-10-27
Lmcg Investments, LLC
UNCHANGED
Shares5,995 from 5,995
Change0 (0%)
Value$825.4K (-$52.3K)
Filed 2026-10-21
First United Bank & Trust
DECREASED
Shares5,975 from 6,035
Change-60 (-1%)
Value$822.6K (-$60.9K)
Filed 2026-10-22
Pathway Financial Advisors LLC
UNCHANGED
Shares5,950 from 5,950
Change0 (0%)
Value$819.2K (-$31.4K)
Filed 2026-10-07
Oarsman Capital, Inc.
DECREASED
Shares5,907 from 6,273
Change-366 (-6%)
Value$813.3K (-$105.2K)
Filed 2026-11-05
Saxon Interests, Inc.
DECREASED
Shares5,852 from 5,900
Change-48 (-1%)
Value$805.7K (-$58.1K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares5,803 from 6,160
Change-357 (-6%)
Value$799.0K (-$103.0K)
Filed 2026-10-30
Associated Banc-Corp
INCREASED
Shares5,770 from 5,696
Change+74 (+1%)
Value$794.4K (-$39.5K)
Filed 2026-10-30
NTV Asset Management LLC
UNCHANGED
Shares5,705 from 5,705
Change0 (0%)
Value$785.5K (-$49.8K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
DECREASED
Shares5,629 from 5,669
Change-40 (-1%)
Value$774.9K (-$55.1K)
Filed 2026-11-04
BIP Wealth, LLC
UNCHANGED
Shares5,622 from 5,622
Change0 (0%)
Value$774.0K (-$49.1K)
Filed 2026-10-22
NBT Bank, N.A.
UNCHANGED
Shares5,545 from 5,545
Change0 (0%)
Value$763.4K (-$48.4K)
Filed 2026-10-21
Liberty Capital Management, Inc.
DECREASED
Shares5,475 from 5,603
Change-128 (-2%)
Value$753.8K (-$66.5K)
Filed 2026-11-02
RVW Wealth, LLC
DECREASED
Shares5,456 from 5,859
Change-403 (-7%)
Value$751.2K (-$106.6K)
Filed 2026-10-06
Decker Wealth Management LLC
UNCHANGED
Shares5,452 from 5,452
Change0 (0%)
Value$750.6K (-$47.6K)
Filed 2026-10-09
Rockwood Wealth Management, LLC
DECREASED
Shares5,451 from 6,111
Change-660 (-11%)
Value$750.5K (-$144.2K)
Filed 2026-10-27
Allen Investment Management, LLC
UNCHANGED
Shares5,439 from 5,439
Change0 (0%)
Value$748.8K (-$47.5K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares5,244 from 4,995
Change+249 (+5%)
Value$722.0K (-$9.4K)
Filed 2026-11-03
Global Wealth Strategies & Associates
DECREASED
Shares5,130 from 5,210
Change-80 (-2%)
Value$706.3K (-$56.5K)
Filed 2026-10-02
DT Investment Partners, LLC
UNCHANGED
Shares5,124 from 5,124
Change0 (0%)
Value$705.5K (-$44.7K)
Filed 2026-10-27
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares5,098 from 4,903
Change+195 (+4%)
Value$701.9K (-$16.0K)
Filed 2026-10-29
L. Roy Papp & Associates, LLP
INCREASED
Shares5,096 from 5,095
Change+1 (+0%)
Value$701.6K (-$44.3K)
Filed 2026-10-21
Bensler, LLC
DECREASED
Shares5,076 from 5,085
Change-9 (0%)
Value$698.9K (-$45.5K)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares5,045 from 2,509
Change+2,536 (+101%)
Value$693.4K (+$348.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares5,045 from 2,509
Change+2,536 (+101%)
Value$693.4K (+$348.5K)
Filed 2026-10-20
Magnus Financial Group LLC
DECREASED
Shares4,981 from 5,014
Change-33 (-1%)
Value$685.8K (-$48.3K)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares4,905 from 2,987
Change+1,918 (+64%)
Value$675.3K (+$238.0K)
Filed 2026-10-14
Calamos Wealth Management LLC
INCREASED
Shares4,870 from 4,850
Change+20 (+0%)
Value$670.5K (-$39.6K)
Filed 2026-11-02
Bailard, Inc.
UNCHANGED
Shares4,859 from 4,859
Change0 (0%)
Value$669.0K (-$42.4K)
Filed 2026-10-13
Arnold Financial Planning LLC
UNCHANGED
Shares4,852 from 4,852
Change0 (0%)
Value$668.0K (-$42.4K)
Filed 2026-10-20
Midwest Capital Advisors, LLC
INCREASED
Shares4,845 from 4,844
Change+1 (+0%)
Value$667.1K (-$42.1K)
Filed 2026-11-04
Flagship Private Wealth, LLC
DECREASED
Shares4,738 from 4,893
Change-155 (-3%)
Value$652.3K (-$64.2K)
Filed 2026-11-05
Capital Square, LLC
DECREASED
Shares4,686 from 5,001
Change-315 (-6%)
Value$645.3K (-$67.7K)
Filed 2026-10-19
Principle Wealth Partners LLC
UNCHANGED
Shares4,670 from 4,670
Change0 (0%)
Value$643.0K (-$40.8K)
Filed 2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$640.2K (-$40.6K)
Filed 2026-10-15
Ellerson Group Inc
DECREASED
Shares4,649 from 5,649
Change-1,000 (-18%)
Value$612.3K (-$214.8K)
Filed 2026-11-04
October Effect Ltd
DECREASED
Shares4,649 from 4,844
Change-195 (-4%)
Value$640.1K (-$69.1K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares4,604 from 9,362
Change-4,758 (-51%)
Value$633.9K (-$736.8K)
Filed 2026-10-23
Values Added Financial LLC
UNCHANGED
Shares4,603 from 4,603
Change0 (0%)
Value$633.7K (-$40.2K)
Filed 2026-10-28
Uptick Partners, LLC
DECREASED
Shares4,565 from 4,590
Change-25 (-1%)
Value$628.5K (-$43.4K)
Filed 2026-11-04
Sharkey, Howes & Javer
DECREASED
Shares4,564 from 5,103
Change-539 (-11%)
Value$628.4K (-$118.8K)
Filed 2026-10-22
Advisory Advocates, LLC
DECREASED
Shares4,555 from 4,610
Change-55 (-1%)
Value$627.1K (-$47.8K)
Filed 2026-11-05
Univest Financial Corp
DECREASED
Shares4,491 from 5,075
Change-584 (-12%)
Value$618.3K (-$124.6K)
Filed 2026-11-05
Simon Quick Advisors, LLC
INCREASED
Shares4,486 from 3,349
Change+1,137 (+34%)
Value$617.7K (+$127.4K)
Filed 2026-10-26
Performa Ltd (US), LLC
INCREASED
Shares4,472 from 4,468
Change+4 (+0%)
Value$615.7K (-$38.5K)
Filed 2026-11-05
Legacies Wealth LLC
UNCHANGED
Shares4,375 from 4,375
Change0 (0%)
Value$602.4K (-$38.2K)
Filed 2026-11-02
Elm3 Financial Group, LLC
DECREASED
Shares4,363 from 4,573
Change-210 (-5%)
Value$600.6K (-$68.9K)
Filed 2026-10-07
Allspring Global Investments Holdings, LLC
DECREASED
Shares4,361 from 7,133
Change-2,772 (-39%)
Value$608.9K (-$424.9K)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares4,349 from 3,918
Change+431 (+11%)
Value$598.8K (+$25.1K)
Filed 2026-10-29
Contravisory Investment Management, Inc.
DECREASED
Shares4,314 from 4,339
Change-25 (-1%)
Value$594.0K (-$41.3K)
Filed 2026-10-13
Manchester Capital Management LLC
UNCHANGED
Shares4,288 from 4,288
Change0 (0%)
Value$590.4K (-$37.4K)
Filed 2026-10-22
Trail Ridge Investment Advisors, LLC
UNCHANGED
Shares4,264 from 4,264
Change0 (0%)
Value$587.1K (-$37.2K)
Filed 2026-10-16
Berman McAleer LLC
DECREASED
Shares4,187 from 4,207
Change-20 (0%)
Value$576.5K (-$39.5K)
Filed 2026-10-16
William Allan Corp
INCREASED
Shares4,183 from 4,180
Change+3 (+0%)
Value$576.0K (-$36.0K)
Filed 2026-10-14
Fingerlakes Wealth Management, Inc.
DECREASED
Shares4,017 from 4,045
Change-28 (-1%)
Value$553.0K (-$39.2K)
Filed 2026-11-04
Legacy Advisors, LLC
UNCHANGED
Shares4,008 from 4,008
Change0 (0%)
Value$551.8K (-$35.0K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$550.7K (-$34.9K)
Filed 2026-10-13
Aire Advisors, LLC
DECREASED
Shares3,950 from 4,831
Change-881 (-18%)
Value$543.8K (-$163.5K)
Filed 2026-10-22
Vaughan David Investments LLC
UNCHANGED
Shares3,935 from 3,935
Change0 (0%)
Value$542.0K (-$34.0K)
Filed 2026-11-05
Cohen Capital Management, Inc.
INCREASED
Shares3,903 from 3,901
Change+2 (+0%)
Value$537.3K (-$33.9K)
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares3,834 from 3,607
Change+227 (+6%)
Value$527.9K (-$236)
Filed 2026-10-28
BlueChip Wealth Advisors LLC
UNCHANGED
Shares3,812 from 3,812
Change0 (0%)
Value$524.8K (-$33.3K)
Filed 2026-11-03
Skyline Advisors, Inc.
INCREASED
Shares3,802 from 3,798
Change+4 (+0%)
Value$523.5K (-$32.6K)
Filed 2026-11-03
Caldwell Trust Co
INCREASED
Shares3,783 from 3,248
Change+535 (+16%)
Value$520.8K (+$45.3K)
Filed 2026-10-30
Middleton & Co Inc
UNCHANGED
Shares3,738 from 3,738
Change0 (0%)
Value$514.6K (-$32.6K)
Filed 2026-10-23
Renasant Bank
DECREASED
Shares3,735 from 4,452
Change-717 (-16%)
Value$514.2K (-$137.6K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares3,676
Change+3,676
Value$506.1K
Filed 2026-10-28
St. Clair Advisors, LLC
UNCHANGED
Shares3,658 from 3,658
Change0 (0%)
Value$503.6K (-$31.9K)
Filed 2026-10-13
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares3,632 from 3,632
Change0 (0%)
Value$500.0K (-$31.7K)
Filed 2026-11-02
Perigon Wealth Management, LLC
UNCHANGED
Shares3,623 from 3,623
Change0 (0%)
Value$498.9K (-$31.6K)
Filed 2026-10-22
FF Advisors,LLC
UNCHANGED
Shares3,620 from 3,620
Change0 (0%)
Value$498.4K (-$31.6K)
Filed 2026-10-21
Navigation Wealth Management, Inc.
INCREASED
Shares3,604 from 3,417
Change+187 (+5%)
Value$508.1K (+$7.8K)
Filed 2026-11-03
Anderson Hoagland & Co
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$479.4K (-$47.7K)
Filed 2026-10-23
Quadrant Capital Group LLC
UNCHANGED
Shares3,584 from 3,584
Change0 (0%)
Value$503.4K (-$21.4K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares3,577 from 3,272
Change+305 (+9%)
Value$492.5K (+$13.5K)
Filed 2026-10-13
Sage Mountain Advisors LLC
UNCHANGED
Shares3,564 from 3,564
Change0 (0%)
Value$490.7K (-$31.1K)
Filed 2026-11-02
Bison Wealth, LLC
DECREASED
Shares3,544 from 3,554
Change-10 (0%)
Value$499.6K (-$12.9K)
Filed 2026-10-13
Olistico Wealth, LLC
DECREASED
Shares3,528 from 4,801
Change-1,273 (-27%)
Value$485.7K (-$217.1K)
Filed 2026-10-05
Financial Insights, Inc.
UNCHANGED
Shares3,522 from 3,522
Change0 (0%)
Value$484.9K (-$30.7K)
Filed 2026-10-27
Orgel Wealth Management, LLC
INCREASED
Shares3,507 from 3,471
Change+36 (+1%)
Value$482.8K (-$25.3K)
Filed 2026-10-14
NWF Advisory Services Inc.
INCREASED
Shares3,482 from 3,347
Change+135 (+4%)
Value$479.4K (-$10.6K)
Filed 2026-10-19
BlueSky Wealth Advisors, LLC
DECREASED
Shares3,482 from 3,584
Change-102 (-3%)
Value$479.4K (-$45.3K)
Filed 2026-10-29
Aufman Associates Inc
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$479.1K (-$30.4K)
Filed 2026-11-04
Park National Corp
DECREASED
Shares3,418 from 7,015
Change-3,597 (-51%)
Value$470.6K (-$556.5K)
Filed 2026-10-05
City Holding Co
DECREASED
Shares3,388 from 3,704
Change-316 (-9%)
Value$466.5K (-$75.8K)
Filed 2026-10-19
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,377 from 3,377
Change0 (0%)
Value$464.9K (-$29.5K)
Filed 2026-11-02
Almanack Investment Partners, Llc.
UNCHANGED
Shares3,306 from 3,306
Change0 (0%)
Value$455.2K (-$28.9K)
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$460.8K (-$22.3K)
Filed 2026-10-28
Busey Bank
UNCHANGED
Shares3,272 from 3,272
Change0 (0%)
Value$450.5K (-$28.6K)
Filed 2026-10-26
Lodestar Private Asset Management LLC
UNCHANGED
Shares3,245 from 3,245
Change0 (0%)
Value$446.8K (-$28.3K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares3,238 from 3,238
Change0 (0%)
Value$445.8K (-$28.2K)
Filed 2026-10-28
Marino, Stram & Associates LLC
INCREASED
Shares3,224 from 2,296
Change+928 (+40%)
Value$443.9K (+$107.7K)
Filed 2026-10-22
Tassel Capital Management, Inc.
INCREASED
Shares3,196 from 2,547
Change+649 (+25%)
Value$440.0K (+$67.1K)
Filed 2026-10-20
Bourgeon Capital Management LLC
UNCHANGED
Shares3,151 from 3,151
Change0 (0%)
Value$433.8K (-$27.5K)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares3,136 from 2,636
Change+500 (+19%)
Value$431.8K (+$45.8K)
Filed 2026-10-07
Ritholtz Wealth Management
DECREASED
Shares3,124 from 3,403
Change-279 (-8%)
Value$430.2K (-$68.1K)
Filed 2026-11-05
Foundation Wealth Management, Llc\pa
DECREASED
Shares3,092 from 5,016
Change-1,924 (-38%)
Value$425.7K (-$308.7K)
Filed 2026-10-14
SkyOak Wealth, LLC
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$423.0K (-$26.8K)
Filed 2026-10-28
Tritonpoint Wealth, LLC
DECREASED
Shares2,974 from 3,023
Change-49 (-2%)
Value$409.5K (-$33.1K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,958 from 2,958
Change0 (0%)
Value$407.3K (-$25.8K)
Filed 2026-10-15
Midland Wealth Advisors, LLC
DECREASED
Shares2,953 from 2,966
Change-13 (0%)
Value$406.6K (-$27.7K)
Filed 2026-10-26
Sage Rhino Capital LLC
UNCHANGED
Shares2,924 from 2,924
Change0 (0%)
Value$402.6K (-$25.5K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares2,919 from 2,750
Change+169 (+6%)
Value$401.9K (-$661)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
DECREASED
Shares2,917 from 2,965
Change-48 (-2%)
Value$401.6K (-$32.5K)
Filed 2026-10-30
Iron Financial LLC
DECREASED
Shares2,868 from 3,053
Change-185 (-6%)
Value$394.9K (-$52.1K)
Filed 2026-10-23
Meitav Investment House LTD
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$393.8K (-$25.0K)
Filed 2026-10-28
Marin Bay Wealth Advisors, LLC
INCREASED
Shares2,811 from 2,810
Change+1 (+0%)
Value$387.1K (-$24.3K)
Filed 2026-10-28
Clayton Financial Group LLC
INCREASED
Shares2,807 from 1,735
Change+1,072 (+62%)
Value$386.5K (+$132.4K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
UNCHANGED
Shares2,790 from 2,790
Change0 (0%)
Value$384.1K (-$24.4K)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED
Shares2,780 from 2,778
Change+2 (+0%)
Value$382.8K (-$24.0K)
Filed 2026-10-14
Florida Trust Wealth Management Co
DECREASED
Shares2,766 from 3,197
Change-431 (-13%)
Value$380.8K (-$87.3K)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares2,766 from 2,766
Change0 (0%)
Value$380.8K (-$24.1K)
Filed 2026-10-13
Paladin Partners, LLC
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$374.5K (-$23.7K)
Filed 2026-10-06
Blue Trust, Inc.
INCREASED
Shares2,719 from 2,219
Change+500 (+23%)
Value$374.4K (+$49.6K)
Filed 2026-10-15
CRA Financial Services, LLC
UNCHANGED
Shares2,713 from 2,713
Change0 (0%)
Value$373.5K (-$23.7K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
UNCHANGED
Shares2,704 from 2,704
Change0 (0%)
Value$372.3K (-$23.6K)
Filed 2026-10-21
American Financial & TAX Strategies Inc
INCREASED
Shares2,702 from 2,630
Change+72 (+3%)
Value$372.0K (-$13.0K)
Filed 2026-10-16
Steph & Co
INCREASED
Shares2,700 from 2,650
Change+50 (+2%)
Value$371.7K (-$16.3K)
Filed 2026-10-07
Elevated Capital Advisors, LLC
UNCHANGED
Shares2,686 from 2,686
Change0 (0%)
Value$369.8K (-$23.4K)
Filed 2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$368.4K (-$23.4K)
Filed 2026-10-13
Trilogy Capital Inc.
DECREASED
Shares2,675 from 2,689
Change-14 (-1%)
Value$368.3K (-$25.4K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
INCREASED
Shares2,672 from 2,670
Change+2 (+0%)
Value$367.9K (-$23.1K)
Filed 2026-11-05
Buckhead Capital Management LLC
UNCHANGED
Shares2,661 from 2,661
Change0 (0%)
Value$366.4K (-$23.2K)
Filed 2026-11-03
Monarch Capital Management Inc
UNCHANGED
Shares2,656 from 2,656
Change0 (0%)
Value$365.7K (-$23.2K)
Filed 2026-10-19
Breakwater Capital Group
INCREASED
Shares2,647 from 2,593
Change+54 (+2%)
Value$364.4K (-$15.2K)
Filed 2026-10-09
SBE LLC DBA Cedar Cove Wealth Partners
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$362.7K (-$23.0K)
Filed 2026-10-15
Aspen Investment Management Inc
DECREASED
Shares2,623 from 2,638
Change-15 (-1%)
Value$361.0K (+$360.6K)
Filed 2026-11-05
Mason & Associates, LLC
DECREASED
Shares2,610 from 2,675
Change-65 (-2%)
Value$359.3K (-$32.3K)
Filed 2026-10-26
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$348.4K (-$32.3K)
Filed 2026-10-22
Livet Wealth, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$358.0K (-$22.7K)
Filed 2026-10-27
Kestra Investment Management, LLC
DECREASED
Shares2,583 from 2,704
Change-121 (-4%)
Value$355.7K (-$40.3K)
Filed 2026-11-04
Flagstar Securities, Inc
DECREASED
Shares2,572 from 2,578
Change-6 (0%)
Value$354.1K (-$23.5K)
Filed 2026-10-15
TrueWealth Advisors, LLC
UNCHANGED
Shares2,552 from 2,552
Change0 (0%)
Value$351.4K (-$22.3K)
Filed 2026-10-09
First Financial Corp
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$347.0K (-$22.0K)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares2,513 from 5,296
Change-2,783 (-53%)
Value$346.0K (-$429.4K)
Filed 2026-10-21
Retirement Planning Group, LLC
INCREASED
Shares2,500 from 2,234
Change+266 (+12%)
Value$344.2K (+$17.2K)
Filed 2026-10-19
Baring Financial LLC
DECREASED
Shares2,491 from 2,503
Change-12 (0%)
Value$342.9K (-$23.6K)
Filed 2026-10-07
PDS Planning, Inc
DECREASED
Shares2,485 from 2,504
Change-19 (-1%)
Value$342.1K (-$24.5K)
Filed 2026-11-03
Independence Bank of Kentucky
DECREASED
Shares2,483 from 2,509
Change-26 (-1%)
Value$341.9K (-$25.5K)
Filed 2026-10-26
GLR Partners, LLC
UNCHANGED
Shares2,482 from 2,482
Change0 (0%)
Value$341.7K (-$21.7K)
Filed 2026-11-04
Radnor Capital Management, LLC
UNCHANGED
Shares2,479 from 2,479
Change0 (0%)
Value$341.3K (-$21.6K)
Filed 2026-10-23
Tsfg, LLC
DECREASED
Shares2,433 from 8,785
Change-6,352 (-72%)
Value$335 (-$1.3M)
Filed 2026-10-23
Fonville Wealth Management LLC
INCREASED
Shares2,414 from 1,838
Change+576 (+31%)
Value$332.3K (+$63.3K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares2,410 from 23,212
Change-20,802 (-90%)
Value$332 (-$3.4M)
Filed 2026-10-14
New England Professional Planning Group Inc.
UNCHANGED
Shares2,410 from 2,410
Change0 (0%)
Value$331.8K (-$21.0K)
Filed 2026-10-29
Abacus Planning Group, Inc.
UNCHANGED
Shares2,383 from 2,383
Change0 (0%)
Value$328.1K (-$20.8K)
Filed 2026-11-02
Transcendent Capital Group LLC
INCREASED
Shares2,381 from 2,141
Change+240 (+11%)
Value$327.9K (+$14.4K)
Filed 2026-10-28
Naples Global Advisors, LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$326.3K (-$20.7K)
Filed 2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares2,363 from 2,262
Change+101 (+4%)
Value$325.3K (-$5.9K)
Filed 2026-10-28
Towercrest Capital Management
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$324.9K (-$20.6K)
Filed 2026-10-23
Grant Private Wealth Management Inc
DECREASED
Shares2,357 from 2,807
Change-450 (-16%)
Value$324.5K (-$86.5K)
Filed 2026-10-19
New England Private Wealth Advisors LLC
INCREASED
Shares2,352 from 2,351
Change+1 (+0%)
Value$323.8K (+$2.4K)
Filed 2026-10-19
Wealth Science Advisors LLC
UNCHANGED
Shares2,326 from 2,326
Change0 (0%)
Value$320.2K (-$20.3K)
Filed 2026-10-09
Kendall Capital Management
DECREASED
Shares2,318 from 2,447
Change-129 (-5%)
Value$319.1K (-$39.1K)
Filed 2026-10-23
Wolff Financial Management LLC
INCREASED
Shares2,315 from 2,313
Change+2 (+0%)
Value$318.7K (-$20.0K)
Filed 2026-10-23
International Assets Investment Management, LLC
DECREASED
Shares2,305 from 2,665
Change-360 (-14%)
Value$321.8K (-$64.4K)
Filed 2026-11-02
AdvisorNet Financial, Inc
DECREASED
Shares2,281 from 3,145
Change-864 (-27%)
Value$311.0K (-$149.4K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
DECREASED
Shares2,276 from 3,108
Change-832 (-27%)
Value$313 (-$142)
Filed 2026-10-27
United Capital Management of KS, Inc.
DECREASED
Shares2,275 from 2,356
Change-81 (-3%)
Value$313.2K (-$31.8K)
Filed 2026-11-04
Amplius Wealth Advisors, LLC
DECREASED
Shares2,261 from 2,500
Change-239 (-10%)
Value$311.3K (-$54.7K)
Filed 2026-10-20
Grove Bank & Trust
INCREASED
Shares2,255 from 2,246
Change+9 (+0%)
Value$310.5K (-$18.4K)
Filed 2026-10-08
Stiles Financial Services Inc
DECREASED
Shares2,250 from 2,315
Change-65 (-3%)
Value$309.8K (-$29.2K)
Filed 2026-10-30
Nixon Peabody Trust Co
DECREASED
Shares2,249 from 2,250
Change-1 (0%)
Value$309.6K (-$19.8K)
Filed 2026-10-23
Capital Investment Counsel, LLC
DECREASED
Shares2,237 from 2,425
Change-188 (-8%)
Value$308.0K (-$47.1K)
Filed 2026-10-14
Financial Perspectives, Inc
DECREASED
Shares2,226 from 2,227
Change-1 (0%)
Value$306.5K (-$19.6K)
Filed 2026-11-03
True Link Financial Advisors, LLC
DECREASED
Shares2,219 from 2,948
Change-729 (-25%)
Value$305.5K (-$126.1K)
Filed 2026-10-27
Norden Group LLC
DECREASED
Shares2,219 from 2,243
Change-24 (-1%)
Value$305.5K (-$22.9K)
Filed 2026-10-20
Accelerate Investment Advisors LLC
INCREASED
Shares2,208 from 2,207
Change+1 (+0%)
Value$303.9K (-$19.3K)
Filed 2026-11-02
Apella Capital, LLC
DECREASED
Shares2,206 from 2,385
Change-179 (-8%)
Value$312.1K (-$26.4K)
Filed 2026-10-08
Mcdonald Partners LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$302.9K (-$19.2K)
Filed 2026-11-03
King Luther Capital Management Corp
UNCHANGED
Shares2,194 from 2,194
Change0 (0%)
Value$302.1K (-$19.2K)
Filed 2026-11-05
Alliance Wealth Management Group
UNCHANGED
Shares2,156 from 2,156
Change0 (0%)
Value$296.8K (-$18.8K)
Filed 2026-10-29
Prosperity Planning, Inc.
DECREASED
Shares2,141 from 2,184
Change-43 (-2%)
Value$294.8K (-$25.0K)
Filed 2026-10-09
FWG Investments, Llc.
DECREASED
Shares2,137 from 3,421
Change-1,284 (-38%)
Value$294.3K (-$206.6K)
Filed 2026-11-03
Trust Co of Vermont
INCREASED
Shares2,129 from 2,114
Change+15 (+1%)
Value$293.1K (-$16.4K)
Filed 2026-10-21
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$292.0K (-$18.0K)
Filed 2026-11-04
Sterling Investment Counsel, LLC
INCREASED
Shares2,119 from 2,072
Change+47 (+2%)
Value$291.7K (-$11.6K)
Filed 2026-10-19
Cypress Wealth Services, LLC
DECREASED
Shares2,116 from 2,119
Change-3 (0%)
Value$303.5K (-$6.7K)
Filed 2026-10-21
Brady Family Wealth, LLC
UNCHANGED
Shares2,115 from 2,115
Change0 (0%)
Value$291.2K (-$18.5K)
Filed 2026-11-02
Trust Co of Toledo NA
INCREASED
Shares2,103 from 2,028
Change+75 (+4%)
Value$289.5K (-$7.4K)
Filed 2026-10-16
Legacy Capital Wealth Partners, LLC
DECREASED
Shares2,102 from 2,279
Change-177 (-8%)
Value$289.5K (-$44.3K)
Filed 2026-10-21
Arbor Investment Advisors, LLC
UNCHANGED
Shares2,102 from 2,102
Change0 (0%)
Value$289.4K (-$18.4K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares2,085 from 2,038
Change+47 (+2%)
Value$287.0K (-$11.4K)
Filed 2026-10-26
LJI Wealth Management, LLC
INCREASED
Shares2,078 from 1,965
Change+113 (+6%)
Value$286.1K (-$1.6K)
Filed 2026-10-28
Garde Capital, Inc.
UNCHANGED
Shares2,074 from 2,074
Change0 (0%)
Value$285.5K (-$18.1K)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED
Shares2,071 from 2,864
Change-793 (-28%)
Value$285.2K (-$134.2K)
Filed 2026-11-02
BostonPremier Wealth LLC
DECREASED
Shares2,070 from 2,213
Change-143 (-6%)
Value$285.0K (-$39.0K)
Filed 2026-10-16
KPP Advisory Services LLC
UNCHANGED
Shares2,066 from 2,066
Change0 (0%)
Value$284.4K (-$18.0K)
Filed 2026-10-26
Yardley Wealth Management LLC
DECREASED
Shares2,064 from 2,176
Change-112 (-5%)
Value$284.2K (-$34.4K)
Filed 2026-10-23
YHB Investment Advisors, Inc.
UNCHANGED
Shares2,064 from 2,064
Change0 (0%)
Value$284.2K (-$18.0K)
Filed 2026-10-08
Cornerstone Wealth Group, LLC
INCREASED
Shares2,049 from 2,047
Change+2 (+0%)
Value$282.1K (-$17.6K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
DECREASED
Shares2,043 from 2,065
Change-22 (-1%)
Value$281.3K (-$21.0K)
Filed 2026-11-04
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$280.9K (-$17.8K)
Filed 2026-10-26
Montz Harcus Wealth Management LLC
INCREASED
Shares2,022 from 2,020
Change+2 (+0%)
Value$278.4K (-$17.3K)
Filed 2026-10-09
Mill Capital Management, LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$278.1K (-$17.6K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
DECREASED
Shares2,012 from 2,020
Change-8 (0%)
Value$277.0K (-$18.7K)
Filed 2026-10-22
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares1,995 from 2,002
Change-7 (0%)
Value$270.6K (-$7.4K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,989 from 1,808
Change+181 (+10%)
Value$273.8K (+$9.1K)
Filed 2026-10-27
JIM Saulnier & Associates, LLC
INCREASED
Shares1,987 from 1,985
Change+2 (+0%)
Value$273.6K (-$17.0K)
Filed 2026-11-04
Foundation Wealth Management, LLC
UNCHANGED
Shares1,981 from 1,981
Change0 (0%)
Value$272.8K (-$17.3K)
Filed 2026-10-22
Lewis Asset Management, LLC
UNCHANGED
Shares1,957 from 1,957
Change0 (0%)
Value$269.4K (-$17.1K)
Filed 2026-10-14
Gen-Wealth Partners Inc
INCREASED
Shares1,945 from 1,942
Change+3 (+0%)
Value$267.8K (-$16.6K)
Filed 2026-11-04
Stephen J. Garry & Associates, LLC
UNCHANGED
Shares1,937 from 1,937
Change0 (0%)
Value$266.7K (-$16.9K)
Filed 2026-11-05
First Hawaiian Bank
INCREASED
Shares1,921 from 1,695
Change+226 (+13%)
Value$264.5K (+$16.3K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares1,905 from 2,187
Change-282 (-13%)
Value$262.3K (-$57.9K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares1,905 from 1,879
Change+26 (+1%)
Value$262.3K (-$12.8K)
Filed 2026-11-04
Cora Capital Advisors LLC
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$258.8K (-$16.4K)
Filed 2026-11-02
Timonier Family Office, Ltd.
UNCHANGED
Shares1,862 from 1,862
Change0 (0%)
Value$256.4K (-$16.3K)
Filed 2026-11-03
Windsor Capital Management, LLC
INCREASED
Shares1,860 from 1,859
Change+1 (+0%)
Value$256.0K (-$16.2K)
Filed 2026-10-13
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$255.0K (-$16.2K)
Filed 2026-10-06
Eastern Bank
UNCHANGED
Shares1,849 from 1,849
Change0 (0%)
Value$254.6K (-$16.1K)
Filed 2026-10-05
Insight Advisors, LLC/ PA
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$252.3K (-$15.9K)
Filed 2026-10-22
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares1,828 from 2,596
Change-768 (-30%)
Value$251.6K (-$128.4K)
Filed 2026-11-04
Philadelphia Trust Co
UNCHANGED
Shares1,826 from 1,826
Change0 (0%)
Value$251.0K (-$16.0K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
NEW
Shares1,811
Change+1,811
Value$249.4K
Filed 2026-10-08
Armor Investment Advisors, LLC
DECREASED
Shares1,810 from 2,265
Change-455 (-20%)
Value$249.2K (-$82.4K)
Filed 2026-10-27
Cove Private Wealth, LLC
NEW
Shares1,808
Change+1,808
Value$248.9K
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares1,802
Change+1,802
Value$248.1K
Filed 2026-10-21
Tctc Holdings, LLC
NEW
Shares1,800
Change+1,800
Value$247.8K
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares1,788 from 1,786
Change+2 (+0%)
Value$246.1K (-$15.4K)
Filed 2026-10-14
TrustBank
INCREASED
Shares1,770 from 1,600
Change+170 (+11%)
Value$243.7K (+$9.4K)
Filed 2026-10-20
Parkshore Wealth Management, Inc.
DECREASED
Shares1,761 from 1,825
Change-64 (-4%)
Value$242.4K (-$24.8K)
Filed 2026-10-13
Monument Capital Management
UNCHANGED
Shares1,757 from 1,757
Change0 (0%)
Value$241.9K (-$15.3K)
Filed 2026-10-09
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,741 from 2,484
Change-743 (-30%)
Value$239.7K (-$123.9K)
Filed 2026-10-26
Sigma Investment Counselors Inc
UNCHANGED
Shares1,741 from 1,741
Change0 (0%)
Value$239.7K (-$15.2K)
Filed 2026-10-27
Plancorp, LLC
INCREASED
Shares1,721 from 1,710
Change+11 (+1%)
Value$226.6K (-$14.0K)
Filed 2026-11-03
BAR Harbor Wealth Management
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$236.8K (-$15.0K)
Filed 2026-10-21
Kingstone Capital Partners Texas, LLC
INCREASED
Shares1,693 from 1,691
Change+2 (+0%)
Value$233.1K (-$14.5K)
Filed 2026-11-03
Wedmont Private Capital
DECREASED
Shares1,686 from 1,717
Change-31 (-2%)
Value$237.6K (-$7.1K)
Filed 2026-10-09
Realta Investment Advisors
DECREASED
Shares1,677 from 2,977
Change-1,300 (-44%)
Value$230.9K (-$204.9K)
Filed 2026-10-14
Acropolis Investment Management, LLC
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$230.6K (-$14.6K)
Filed 2026-10-08
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$229.9K (-$14.6K)
Filed 2026-10-15
Capital Investment Advisors, LLC
NEW
Shares1,667
Change+1,667
Value$229.6K
Filed 2026-10-22
Evanson Financial, LLC
UNCHANGED
Shares1,662 from 1,662
Change0 (0%)
Value$228.8K (-$14.5K)
Filed 2026-10-23
McCarley & Cook Financial Planners
DECREASED
Shares1,656 from 1,726
Change-70 (-4%)
Value$228.0K (-$24.7K)
Filed 2026-10-21
Decision Investments, Inc
UNCHANGED
Shares1,652 from 1,652
Change0 (0%)
Value$227.4K (-$14.4K)
Filed 2026-10-07
Roman Butler Fullerton & Co
INCREASED
Shares1,644 from 1,643
Change+1 (+0%)
Value$221.5K (-$9.7K)
Filed 2026-10-27
TME Financial, Inc.
UNCHANGED
Shares1,644 from 1,644
Change0 (0%)
Value$226.3K (-$14.4K)
Filed 2026-10-14
Oakworth Capital, Inc.
DECREASED
Shares1,642 from 1,656
Change-14 (-1%)
Value$226.1K (-$16.0K)
Filed 2026-10-26
Highline Wealth Partners LLC
UNCHANGED
Shares1,642 from 1,642
Change0 (0%)
Value$226.1K (-$14.3K)
Filed 2026-10-19
Avestar Capital, LLC
UNCHANGED
Shares1,636 from 1,636
Change0 (0%)
Value$225.2K (-$14.3K)
Filed 2026-10-28
Washington Trust Co
UNCHANGED
Shares1,634 from 1,634
Change0 (0%)
Value$225.0K (-$14.3K)
Filed 2026-10-22
Leo Wealth, LLC
NEW
Shares1,621
Change+1,621
Value$223.2K
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,621 from 1,835
Change-214 (-12%)
Value$220.0K (-$5.0K)
Filed 2026-11-04
Guidance Capital, Inc
DECREASED
Shares1,618 from 2,282
Change-664 (-29%)
Value$210.6K (-$105.3K)
Filed 2026-11-03
First Nebraska Trust Co
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$220.3K (-$14.0K)
Filed 2026-10-30
Wedbush Securities Inc
INCREASED
Shares1,595 from 1,594
Change+1 (+0%)
Value$220 (-$232.8K)
Filed 2026-10-22
Apeiron RIA LLC
UNCHANGED
Shares1,594 from 1,594
Change0 (0%)
Value$222.6K (-$10.8K)
Filed 2026-10-08
Mascagni Wealth Management, Inc.
UNCHANGED
Shares1,594 from 1,594
Change0 (0%)
Value$219.5K (-$13.9K)
Filed 2026-10-23
Csenge Advisory Group
DECREASED
Shares1,581 from 1,907
Change-326 (-17%)
Value$217.6K (-$61.6K)
Filed 2026-11-04
Carrera Capital Advisors
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$217.6K (-$13.8K)
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,568 from 1,567
Change+1 (+0%)
Value$216.0K (-$13.5K)
Filed 2026-10-29
Trust Co of the South
UNCHANGED
Shares1,563 from 1,563
Change0 (0%)
Value$215.2K (-$13.6K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
UNCHANGED
Shares1,558 from 1,558
Change0 (0%)
Value$214.5K (-$13.6K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares1,543 from 1,543
Change0 (0%)
Value$212.4K (-$13.4K)
Filed 2026-11-05
Hendershot Investments Inc.
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$209.5K (-$13.3K)
Filed 2026-11-05
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$209.3K (-$13.3K)
Filed 2026-10-27
TigerOak Management, L.L.C.
UNCHANGED
Shares1,518 from 1,518
Change0 (0%)
Value$209.0K (-$13.3K)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$207.9K (-$13.2K)
Filed 2026-11-03
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$207.9K (-$13.2K)
Filed 2026-10-23
Foguth Wealth Management, Llc.
INCREASED
Shares1,497 from 1,496
Change+1 (+0%)
Value$200.6K (-$5.3K)
Filed 2026-10-19
Chesley Taft & Associates LLC
DECREASED
Shares1,495 from 1,583
Change-88 (-6%)
Value$205.8K (-$25.9K)
Filed 2026-10-13
TCV Trust & Wealth Management, Inc.
DECREASED
Shares1,494 from 1,564
Change-70 (-4%)
Value$205.7K (-$23.3K)
Filed 2026-10-16
Rossby Financial, LCC
DECREASED
Shares1,493 from 1,507
Change-14 (-1%)
Value$205.5K (-$15.2K)
Filed 2026-11-05
Forum Financial Management, LP
DECREASED
Shares1,492 from 1,834
Change-342 (-19%)
Value$205.4K (-$63.1K)
Filed 2026-10-16
MMA Asset Management LLC
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$205.4K (-$13.0K)
Filed 2026-11-02
ERn Financial, LLC
UNCHANGED
Shares1,489 from 1,489
Change0 (0%)
Value$205.0K (-$13.0K)
Filed 2026-10-28
Thryve Wealth Management LLC
INCREASED
Shares1,481 from 1,465
Change+16 (+1%)
Value$203.9K (-$10.5K)
Filed 2026-10-09
Harfst & Associates, Inc.
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$203.1K (-$12.9K)
Filed 2026-10-20
Parthenon LLC
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$202.9K (-$12.9K)
Filed 2026-10-22
BridgePort Financial Solutions, LLC
INCREASED
Shares1,472 from 1,382
Change+90 (+7%)
Value$202.7K (+$326)
Filed 2026-11-02
Legacy Financial Group, Inc.
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$202.1K (-$12.8K)
Filed 2026-10-21
Centerpoint Advisory Group
DECREASED
Shares1,467 from 1,767
Change-300 (-17%)
Value$202.0K (-$56.7K)
Filed 2026-10-23
CGN Advisors LLC
INCREASED
Shares1,464 from 1,426
Change+38 (+3%)
Value$201.6K (-$7.2K)
Filed 2026-10-21
Noble Wealth Management PBC
UNCHANGED
Shares1,461 from 1,461
Change0 (0%)
Value$201.2K (-$12.8K)
Filed 2026-10-01
Angeles Wealth Management, LLC
INCREASED
Shares1,437 from 1,296
Change+141 (+11%)
Value$197.8K (+$8.1K)
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$197.3K (-$12.5K)
Filed 2026-10-26
Duncker Streett & Co Inc
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$191.7K (-$12.2K)
Filed 2026-10-27
WealthCare Investment Partners, LLC
DECREASED
Shares1,341 from 4,956
Change-3,615 (-73%)
Value$701.7K (-$24.0K)
Filed 2026-11-05
Milestone Investment Advisors LLC
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$181.9K (-$11.5K)
Filed 2026-11-05
Align Financial, LLC
DECREASED
Shares1,273 from 2,050
Change-777 (-38%)
Value$175.3K (-$124.9K)
Filed 2026-10-16
Certuity, LLC
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$160.3K (-$10.2K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,149 from 1,116
Change+33 (+3%)
Value$158.3K (-$5.2K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
DECREASED
Shares1,148 from 1,564
Change-416 (-27%)
Value$158.0K (-$71.0K)
Filed 2026-11-02
Trust Co
INCREASED
Shares1,145 from 1,018
Change+127 (+12%)
Value$157.6K (+$8.6K)
Filed 2026-10-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$157.0K (-$10.0K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares1,127 from 109
Change+1,018 (+934%)
Value$155.1K (+$139.2K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,122 from 1,122
Change0 (0%)
Value$154.5K (-$9.8K)
Filed 2026-10-23
Private Wealth Management Group, LLC
INCREASED
Shares1,114 from 814
Change+300 (+37%)
Value$153.4K (+$34.2K)
Filed 2026-10-19
UMB Private Wealth Management, LLC
NEW
Shares1,109
Change+1,109
Value$152.7K
Filed 2026-10-19
Arcadia Investment Advisors LLC
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$152.1K (-$9.6K)
Filed 2026-10-13
Biltmore Family Office, LLC
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$152.0K (-$9.6K)
Filed 2026-11-03
Dorato Capital Management
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$152.5K (-$1.2K)
Filed 2026-10-08
Washington Trust Advisors, Inc.
DECREASED
Shares1,012 from 1,044
Change-32 (-3%)
Value$139.3K (-$13.5K)
Filed 2026-10-22
Evermay Wealth Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$137.7K (-$8.7K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares990
Change+990
Value$137
Filed 2026-10-02
MidAtlantic Capital Management, Inc.
NEW
Shares988
Change+988
Value$136.0K
Filed 2026-11-05
Decker Retirement Planning Inc.
DECREASED
Shares930 from 1,428
Change-498 (-35%)
Value$128.1K (-$81.0K)
Filed 2026-10-19
Bare Financial Services, Inc
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$125.3K (-$7.9K)
Filed 2026-11-04
Pittenger & Anderson Inc
INCREASED
Shares900 from 320
Change+580 (+181%)
Value$123.9K (+$77.1K)
Filed 2026-11-02
Trifecta Capital Advisors, LLC
DECREASED
Shares896 from 1,146
Change-250 (-22%)
Value$123.4K (-$44.4K)
Filed 2026-10-21
TFC Financial Management, Inc.
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$122.3K (-$7.8K)
Filed 2026-10-26
Montag A & Associates Inc
DECREASED
Shares883 from 1,392
Change-509 (-37%)
Value$121.6K (-$82.2K)
Filed 2026-10-29
StrongBox Wealth, LLC
DECREASED
Shares877 from 882
Change-5 (-1%)
Value$120.7K (-$8.4K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares836 from 833
Change+3 (+0%)
Value$115.1K (-$6.9K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$112.9K (-$7.2K)
Filed 2026-10-21
Salomon & Ludwin, LLC
DECREASED
Shares808 from 816
Change-8 (-1%)
Value$111.2K (-$7.0K)
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$109.7K (-$7.0K)
Filed 2026-10-15
Union Savings Bank
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$109.5K (-$6.9K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares761 from 287
Change+474 (+165%)
Value$104.8K (+$62.7K)
Filed 2026-11-03
Reap Financial Group, LLC
DECREASED
Shares749 from 850
Change-101 (-12%)
Value$103.1K (-$21.4K)
Filed 2026-11-02
North Star Investment Management Corp.
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$95.0K (-$6.0K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares689
Change+689
Value$94.9K
Filed 2026-11-05
SYM Financial Corp
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$93.1K (-$5.9K)
Filed 2026-10-26
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$91.1K (-$5.8K)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares642 from 693
Change-51 (-7%)
Value$88.4K (-$13.1K)
Filed 2026-10-01
Gleason Group, Inc.
INCREASED
Shares630 from 629
Change+1 (+0%)
Value$86.7K (-$5.4K)
Filed 2026-10-15
Compass Financial Management LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$86.6K (-$3.4K)
Filed 2026-10-30
Hanson & Doremus Investment Management
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$86 (-$91.9K)
Filed 2026-10-16
North Point Portfolio Managers Corp
NEW
Shares603
Change+603
Value$83.0K
Filed 2026-10-07
Cape Investment Advisory, Inc.
INCREASED
Shares585 from 583
Change+2 (+0%)
Value$80.5K (-$4.8K)
Filed 2026-10-13
Elevation Wealth Partners, LLC
INCREASED
Shares576 from 575
Change+1 (+0%)
Value$79.3K (-$4.9K)
Filed 2026-10-07
Wolff Wiese Magana LLC
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$72.8K (-$4.6K)
Filed 2026-10-15
Strategic Advocates LLC
DECREASED
Shares496 from 502
Change-6 (-1%)
Value$68.3K (-$5.2K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares475 from 629
Change-154 (-24%)
Value$65.4K (-$26.7K)
Filed 2026-10-08
Pflug Koory, LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$65.4K (-$4.1K)
Filed 2026-10-26
Atwood & Palmer Inc
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$63.3K (-$4.0K)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$59.2K (-$3.8K)
Filed 2026-10-05
Kimelman & Baird, LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$58.9K (-$3.7K)
Filed 2026-11-03
Horizons Wealth Management
NEW
Shares426
Change+426
Value$58.7K
Filed 2026-10-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$55.8K (-$3.5K)
Filed 2026-11-03
Mechanics Financial Corp
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$53.7K (-$3.4K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares387 from 390
Change-3 (-1%)
Value$53.3K (-$3.8K)
Filed 2026-10-30
Networth Advisors, LLC
DECREASED
Shares380 from 602
Change-222 (-37%)
Value$52.3K (-$35.8K)
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$50.1K (-$3.2K)
Filed 2026-10-19
Archer Investment Corp
DECREASED
Shares357 from 547
Change-190 (-35%)
Value$49.2K (-$30.9K)
Filed 2026-11-05
Tower Trust & Investment Co
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$47.1K (-$3.0K)
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$45.1K (-$2.9K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares325
Change+325
Value$44.7K
Filed 2026-10-27
Tounjian Advisory Partners, LLC
DECREASED
Shares320 from 439
Change-119 (-27%)
Value$44.1K (-$20.2K)
Filed 2026-11-04
Bank of New Hampshire
DECREASED
Shares312 from 512
Change-200 (-39%)
Value$43.0K (-$32.0K)
Filed 2026-10-06
Richardson Financial Services Inc.
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$41.9K (-$2.7K)
Filed 2026-10-30
City State Bank
INCREASED
Shares290 from 277
Change+13 (+5%)
Value$39.9K (-$629)
Filed 2026-10-20
Friedenthal Financial
NEW
Shares289
Change+289
Value$39.8K
Filed 2026-10-27
Register Financial Advisors LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$39.1K (-$2.5K)
Filed 2026-10-23
Adirondack Trust Co
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$38.0K (-$2.4K)
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$37.7K (-$2.4K)
Filed 2026-10-14
Your Advocates Ltd., LLP
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$36.8K (-$2.3K)
Filed 2026-11-03
Monetary Solutions, Ltd
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$36.8K (-$2.3K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares266 from 26
Change+240 (+923%)
Value$36.6K (+$32.8K)
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$34.0K (-$2.0K)
Filed 2026-11-04
Ashton Thomas Securities, LLC
NEW
Shares236
Change+236
Value$32.5K
Filed 2026-10-26
KFG LLC
NEW
Shares234
Change+234
Value$32.2K
Filed 2026-11-02
Jnba Financial Advisors
DECREASED
Shares231 from 267
Change-36 (-13%)
Value$31.8K (-$7.3K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$30.8K (-$2.0K)
Filed 2026-10-16
Laurel Wealth Advisors LLC
NEW
Shares222
Change+222
Value$30.6K
Filed 2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$28.4K (-$1.8K)
Filed 2026-10-05
Hughes Financial Services, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$27.5K (-$2.0K)
Filed 2026-10-30
Albion Financial Group
DECREASED
Shares200 from 313
Change-113 (-36%)
Value$27.5K (-$18.3K)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$27.5K (-$1.7K)
Filed 2026-10-23
Ameliora Wealth Management Ltd.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$27.5K (+$148)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$25.6K (-$1.6K)
Filed 2026-10-19
Mascoma Wealth Management LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$23.1K (-$1.5K)
Filed 2026-10-23
Sfam, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$22.9K (-$1.4K)
Filed 2026-11-03
Balentine LLC
NEW
Shares160
Change+160
Value$22.1K
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares157
Change+157
Value$21.6K
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$21.5K (-$1.4K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$21.4K (-$1.3K)
Filed 2026-10-23
United Community Bank
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$20.5K (-$1.3K)
Filed 2026-10-28
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$20.0K (-$1.3K)
Filed 2026-10-19
American Capital Advisory, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$19.7K (-$1.2K)
Filed 2026-10-28
Bank & Trust Co
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$18.4K (-$1.2K)
Filed 2026-10-07
Syntax Research, Inc.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$17.2K (-$1.1K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$16.7K (-$1.0K)
Filed 2026-10-20
Sima Wealth Partners, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$16.4K (-$1.0K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$15.7K (-$995)
Filed 2026-10-27
Burk Holdings LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$13.9K (-$881)
Filed 2026-11-05
Tompkins Financial Corp
DECREASED
Shares100 from 1,027
Change-927 (-90%)
Value$13.8K (-$136.6K)
Filed 2026-10-05
American National Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.8K (-$873)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.8K (-$873)
Filed 2026-10-20
Peoples Financial Services Corp.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$13.6K (-$864)
Filed 2026-10-20
Abound Wealth Management
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$13.5K (-$859)
Filed 2026-10-26
Redwood Park Advisors LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$13.2K (-$838)
Filed 2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$12.0K (-$760)
Filed 2026-10-22
Valued Wealth Advisors LLC
NEW
Shares82
Change+82
Value$11.3K
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$10.7K (-$680)
Filed 2026-10-14
Insight Inv LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$10.5K (-$663)
Filed 2026-10-27
CFG Wealth Management Services, Inc.
NEW
Shares74
Change+74
Value$10.3K
Filed 2026-10-21
United Financial Planning Group LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$9.1K (-$576)
Filed 2026-11-04
High Note Wealth, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$8.8K (-$558)
Filed 2026-10-27
Bullock Wealth Management Group
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$8.8K (-$330)
Filed 2026-10-09
Provenance Wealth Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$8.3K (-$524)
Filed 2026-10-30
Nemes Rush Group LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$7.0K (-$444)
Filed 2026-11-04
GGM Financial LLC
INCREASED
Shares48 from 15
Change+33 (+220%)
Value$6.7K (+$4.4K)
Filed 2026-11-05
First Community Trust NA
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$6.6K (-$419)
Filed 2026-10-07
Planning Strategies Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$6.5K (-$410)
Filed 2026-10-02
Reyes Financial Architecture, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$6.2K (-$392)
Filed 2026-10-22
Nfsg Corp
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$6.2K (-$389)
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$6.1K (-$384)
Filed 2026-10-30
Versant Capital Management, Inc
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$5.8K (-$366)
Filed 2026-10-02
Bfsg, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.5K (-$349)
Filed 2026-10-30
Daytona Street Capital LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$5.4K (-$23)
Filed 2026-10-15
Nvwm, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$4.9K (-$303)
Filed 2026-10-14
Davis Capital Management
NEW
Shares34
Change+34
Value$4.7K
Filed 2026-10-08
Main Street Group, LTD
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.3K (-$273)
Filed 2026-10-28
Piscataqua Savings Bank
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.1K (-$262)
Filed 2026-10-21
Downshift Financial, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$4.0K (-$253)
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares25
Change+25
Value$3.4K
Filed 2026-10-09
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares22
Change+22
Value$3.0K
Filed 2026-10-28
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.0K (-$193)
Filed 2026-10-14
Bear Mountain Capital, Inc.
NEW
Shares16
Change+16
Value$2.1K
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.9K (-$122)
Filed 2026-10-14
Markowski Investments
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.9K (-$122)
Filed 2026-10-30
Mosley Wealth Management
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.5K (-$99)
Filed 2026-10-16
Proathlete Wealth Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.4K (-$86)
Filed 2026-10-15
James T. Borello RIA
NEW
Shares3
Change+3
Value$413
Filed 2026-10-16
Southern Capital Advisors, LLC
CLOSED
Shares0 from 107,320
Change-107,320 (-100%)
Value$0 (-$15.7M)
Filed 2026-10-26
rebel Financial LLC
CLOSED
Shares0 from 44,659
Change-44,659 (-100%)
Value$0 (-$6.5M)
Filed 2026-11-04
Hofer & Associates. Inc
CLOSED
Shares0 from 32,498
Change-32,498 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-13
Moran Wealth Management, LLC
CLOSED
Shares0 from 17,726
Change-17,726 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-22
Pilgrim Partners Asia Pte Ltd
CLOSED
Shares0 from 14,450
Change-14,450 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-29
TBH Global Asset Management, LLC
CLOSED
Shares0 from 13,404
Change-13,404 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 7,862
Change-7,862 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 5,083
Change-5,083 (-100%)
Value$0 (-$744.2K)
Filed 2026-10-22
TritonPoint Partners, LLC
CLOSED
Shares0 from 3,023
Change-3,023 (-100%)
Value$0 (-$442.6K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
CLOSED
Shares0 from 2,710
Change-2,710 (-100%)
Value$0 (-$396.8K)
Filed 2026-11-02
Polaris Investment Advisors, LLC
CLOSED
Shares0 from 2,431
Change-2,431 (-100%)
Value$0 (-$355.9K)
Filed 2026-10-20
FDx Advisors, Inc.
CLOSED
Shares0 from 2,344
Change-2,344 (-100%)
Value$0 (-$343.0K)
Filed 2026-11-05
L.K. Benson & Company, P.C.
CLOSED
Shares0 from 2,281
Change-2,281 (-100%)
Value$0 (-$334.0K)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 1,837
Change-1,837 (-100%)
Value$0 (-$269.0K)
Filed 2026-10-26
Shira Ridge Wealth Management
CLOSED
Shares0 from 1,822
Change-1,822 (-100%)
Value$0 (-$266.8K)
Filed 2026-10-09
Spectrum Advisors, Inc.
CLOSED
Shares0 from 1,680
Change-1,680 (-100%)
Value$0 (-$246.0K)
Filed 2026-11-03
Patten Group, Inc.
CLOSED
Shares0 from 1,679
Change-1,679 (-100%)
Value$0 (-$245.8K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,670
Change-1,670 (-100%)
Value$0 (-$244.5K)
Filed 2026-10-13
Unique Wealth, LLC
CLOSED
Shares0 from 1,571
Change-1,571 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-16
Shepherd Financial Partners LLC
CLOSED
Shares0 from 1,547
Change-1,547 (-100%)
Value$0 (-$226.5K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 1,492
Change-1,492 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 1,472
Change-1,472 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-22
Goldstein Advisors, LLC
CLOSED
Shares0 from 1,448
Change-1,448 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-15
TCP Asset Management, LLC
CLOSED
Shares0 from 1,432
Change-1,432 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-14
Revisor Wealth Management LLC
CLOSED
Shares0 from 1,420
Change-1,420 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-20
Centennial Advisors, LLC
CLOSED
Shares0 from 1,406
Change-1,406 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-21
Three Magnolias Financial Advisors, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-14
Guyasuta Investment Advisors Inc
CLOSED
Shares0 from 1,384
Change-1,384 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-15
Keystone Wealth Services, LLC
CLOSED
Shares0 from 1,378
Change-1,378 (-100%)
Value$0 (-$201.8K)
Filed 2026-11-03
Tucker Asset Management LLC
CLOSED
Shares0 from 816
Change-816 (-100%)
Value$0 (-$119.5K)
Filed 2026-10-29
Hartford Financial Management Inc.
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$97.4K)
Filed 2026-10-21
MB, Levis & Associates, LLC
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-16
RMG Wealth Management LLC
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$15.5K)
Filed 2026-10-26
Investors Research Corp
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-07
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-14
Robinswood Financial LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-20
Clean Yield Group
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-28
Godsey & Gibb, Inc
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-14
Arvest Investments, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-21
LifeSteps Financial, Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-13
Chilton Capital Management LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$259.3K (-$16.1K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 20,083,691
Change-20,083,691 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,000,459
Change-7,000,459 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,866,456
Change-5,866,456 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,335,358
Change-5,335,358 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,726,167
Change-2,726,167 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,718,424
Change-2,718,424 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,542,307
Change-2,542,307 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,424,157
Change-2,424,157 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,996,544
Change-1,996,544 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,876,868
Change-1,876,868 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,523,545
Change-1,523,545 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,486,576
Change-1,486,576 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,352,671
Change-1,352,671 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,270,561
Change-1,270,561 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,138,018
Change-1,138,018 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 996,753
Change-996,753 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 918,632
Change-918,632 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 723,817
Change-723,817 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 722,419
Change-722,419 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 662,972
Change-662,972 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 662,087
Change-662,087 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 636,878
Change-636,878 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 615,207
Change-615,207 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 588,919
Change-588,919 (-100%)
Value—
Stephens Inc
N/A
Shares— from 485,385
Change-485,385 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 461,131
Change-461,131 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 452,315
Change-452,315 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 401,192
Change-401,192 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 395,460
Change-395,460 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 370,317
Change-370,317 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 338,838
Change-338,838 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 320,731
Change-320,731 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 303,981
Change-303,981 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 273,307
Change-273,307 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 264,305
Change-264,305 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 255,257
Change-255,257 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 250,670
Change-250,670 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 249,376
Change-249,376 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 245,402
Change-245,402 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 226,826
Change-226,826 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 216,541
Change-216,541 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 190,389
Change-190,389 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 187,509
Change-187,509 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 177,600
Change-177,600 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 175,551
Change-175,551 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 171,138
Change-171,138 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 169,224
Change-169,224 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 168,554
Change-168,554 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 166,511
Change-166,511 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 163,540
Change-163,540 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 155,142
Change-155,142 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 152,890
Change-152,890 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 152,623
Change-152,623 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 152,190
Change-152,190 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 151,371
Change-151,371 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 137,750
Change-137,750 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 135,272
Change-135,272 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 128,220
Change-128,220 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 127,771
Change-127,771 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 118,781
Change-118,781 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 115,648
Change-115,648 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 114,201
Change-114,201 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 113,405
Change-113,405 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 107,028
Change-107,028 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 103,158
Change-103,158 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 103,050
Change-103,050 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 93,911
Change-93,911 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 93,825
Change-93,825 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 86,562
Change-86,562 (-100%)
Value—
First Citizens Asset Management, Inc.
N/A
Shares— from 85,212
Change-85,212 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 82,482
Change-82,482 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 80,842
Change-80,842 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 77,597
Change-77,597 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 77,396
Change-77,396 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 75,558
Change-75,558 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 73,734
Change-73,734 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 73,491
Change-73,491 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 72,674
Change-72,674 (-100%)
Value—
&partners
N/A
Shares— from 69,969
Change-69,969 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 69,536
Change-69,536 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 67,739
Change-67,739 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 66,345
Change-66,345 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 64,174
Change-64,174 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 61,655
Change-61,655 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 59,293
Change-59,293 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 58,939
Change-58,939 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 58,018
Change-58,018 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 57,659
Change-57,659 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 55,869
Change-55,869 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 55,077
Change-55,077 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 54,694
Change-54,694 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 53,780
Change-53,780 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 51,960
Change-51,960 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 50,405
Change-50,405 (-100%)
Value—
Blair William & Co
N/A
Shares— from 50,288
Change-50,288 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 50,156
Change-50,156 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 49,469
Change-49,469 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 48,429
Change-48,429 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 47,896
Change-47,896 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 46,780
Change-46,780 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 45,275
Change-45,275 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 45,212
Change-45,212 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 44,722
Change-44,722 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 44,658
Change-44,658 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 44,388
Change-44,388 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 44,239
Change-44,239 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 43,870
Change-43,870 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 43,547
Change-43,547 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 43,450
Change-43,450 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 42,435
Change-42,435 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 42,161
Change-42,161 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 40,593
Change-40,593 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 40,475
Change-40,475 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 39,784
Change-39,784 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 39,524
Change-39,524 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 38,207
Change-38,207 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 38,081
Change-38,081 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 37,991
Change-37,991 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 36,800
Change-36,800 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 36,798
Change-36,798 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 36,180
Change-36,180 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 35,390
Change-35,390 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 35,072
Change-35,072 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 34,981
Change-34,981 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 34,116
Change-34,116 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 33,835
Change-33,835 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 33,029
Change-33,029 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 32,854
Change-32,854 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 32,076
Change-32,076 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 30,995
Change-30,995 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 28,539
Change-28,539 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 27,513
Change-27,513 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 26,723
Change-26,723 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 26,603
Change-26,603 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 26,601
Change-26,601 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 26,545
Change-26,545 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 25,550
Change-25,550 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 25,465
Change-25,465 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 25,305
Change-25,305 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 25,276
Change-25,276 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 25,076
Change-25,076 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 24,818
Change-24,818 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,735
Change-24,735 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,444
Change-23,444 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 23,277
Change-23,277 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 23,100
Change-23,100 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 22,766
Change-22,766 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 22,524
Change-22,524 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 21,867
Change-21,867 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 21,836
Change-21,836 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 21,378
Change-21,378 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,692
Change-20,692 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 20,519
Change-20,519 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 20,316
Change-20,316 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 20,310
Change-20,310 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 20,221
Change-20,221 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 20,121
Change-20,121 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 19,492
Change-19,492 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 19,296
Change-19,296 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 18,925
Change-18,925 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 18,825
Change-18,825 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 18,735
Change-18,735 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 18,646
Change-18,646 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 18,626
Change-18,626 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 18,343
Change-18,343 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 18,297
Change-18,297 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 18,090
Change-18,090 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 17,004
Change-17,004 (-100%)
Value—
Betterment LLC
N/A
Shares— from 16,952
Change-16,952 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 16,869
Change-16,869 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 16,737
Change-16,737 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 16,646
Change-16,646 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 16,597
Change-16,597 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 16,270
Change-16,270 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 15,922
Change-15,922 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 15,859
Change-15,859 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 15,833
Change-15,833 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 15,716
Change-15,716 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 15,687
Change-15,687 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,465
Change-15,465 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,262
Change-15,262 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 15,062
Change-15,062 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 14,614
Change-14,614 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,604
Change-14,604 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,339
Change-14,339 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 14,263
Change-14,263 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,882
Change-13,882 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 13,647
Change-13,647 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,442
Change-13,442 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 13,298
Change-13,298 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 13,169
Change-13,169 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 13,037
Change-13,037 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 13,015
Change-13,015 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 12,977
Change-12,977 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 12,946
Change-12,946 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 12,630
Change-12,630 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,433
Change-12,433 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 12,154
Change-12,154 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 12,012
Change-12,012 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 11,726
Change-11,726 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 11,648
Change-11,648 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 11,468
Change-11,468 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 11,444
Change-11,444 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 11,424
Change-11,424 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 11,374
Change-11,374 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 11,204
Change-11,204 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 11,080
Change-11,080 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 10,293
Change-10,293 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 10,261
Change-10,261 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,970
Change-9,970 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 9,772
Change-9,772 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,677
Change-9,677 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,634
Change-9,634 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 9,465
Change-9,465 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 9,340
Change-9,340 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 9,234
Change-9,234 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 9,102
Change-9,102 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 9,031
Change-9,031 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,868
Change-8,868 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,695
Change-8,695 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 7,979
Change-7,979 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,907
Change-7,907 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 7,887
Change-7,887 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 7,852
Change-7,852 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 7,630
Change-7,630 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 7,411
Change-7,411 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 7,303
Change-7,303 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 7,219
Change-7,219 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 7,058
Change-7,058 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 7,043
Change-7,043 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 6,615
Change-6,615 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 6,558
Change-6,558 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 6,273
Change-6,273 (-100%)
Value—
American Trust
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 6,140
Change-6,140 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 6,074
Change-6,074 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 6,034
Change-6,034 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,953
Change-5,953 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 5,905
Change-5,905 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 5,448
Change-5,448 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,191
Change-5,191 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 5,142
Change-5,142 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 4,834
Change-4,834 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Centennial Bank
N/A
Shares— from 937
Change-937 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 917
Change-917 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 800
Change-800 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 767
Change-767 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 747
Change-747 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 733
Change-733 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 720
Change-720 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 695
Change-695 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 515
Change-515 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 509
Change-509 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 452
Change-452 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 451
Change-451 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 428
Change-428 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 423
Change-423 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 405
Change-405 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 346
Change-346 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 262
Change-262 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 259
Change-259 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 239
Change-239 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 230
Change-230 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 224
Change-224 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 208
Change-208 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 199
Change-199 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
CNB Bank
N/A
Shares— from 181
Change-181 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 162
Change-162 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 150
Change-150 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 110
Change-110 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 94
Change-94 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 53
Change-53 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 38
Change-38 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Motco
N/A
Shares— from 6
Change-6 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 0
Change0
Value—
Status
Cassaday & Co Wealth Management LLC
INCREASED2,291,8072,243,150+48,657+2%$328.4M$315.5M-$12.9M2026-10-27
Vantagepoint Investment Advisers LLC
INCREASED2,248,5242,103,984+144,540+7%$308.0M$309.6M+$1.5M2026-10-26
Commonwealth Equity Services, LLC
DECREASED2,147,3992,218,307-70,908-3%$324.8M$295.7M-$29.1M2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED1,569,9231,324,615+245,308+19%$193.9M$216.1M+$22.2M2026-11-04
US Bancorp \de\
DECREASED1,348,6621,353,964-5,3020%$198.2M$185.7M-$12.6M2026-11-05
Cullen T Bankers, Inc.
DECREASED1,166,8311,188,094-21,263-2%$173.9M$160.6M-$13.3M2026-10-28
First Citizens Bank & Trust Co
DECREASED880,4061,242,947-362,541-29%$182.0M$121.2M-$60.8M2026-10-14
Financial Advisory Corp
INCREASED757,264743,948+13,316+2%$108.9M$104.3M-$4.7M2026-10-14
Truist Financial Corp
DECREASED637,758641,849-4,091-1%$94.0M$87.8M-$6.2M2026-10-30
Stephens Group Asset Management, LLC
INCREASED633,950563,017+70,933+13%$82.4M$87.3M+$4.9M2026-10-09
Fifth Third Bancorp
DECREASED471,113491,388-20,275-4%$71.9M$64.9M-$7.1M2026-11-05
Rodgers & Associates, LTD
INCREASED438,988435,416+3,572+1%$63.7M$60.4M-$3.3M2026-10-20
Creative Planning
INCREASED415,502415,398+104+0%$60.8M$57.2M-$3.6M2026-11-02
AMG National Trust Bank
INCREASED342,593340,414+2,179+1%$49.8M$47.2M-$2.7M2026-11-05
Krilogy Financial LLC
INCREASED321,821313,541+8,280+3%$45.9M$45.4M-$532.0K2026-10-13
StoryOne LLC
INCREASED287,014148,100+138,914+94%$21.7M$39.5M+$17.8M2026-10-13
Cedar Mountain Advisors, LLC
DECREASED272,997276,200-3,203-1%$40.4M$37.6M-$2.9M2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED252,557250,932+1,625+1%$36.7M$34.8M-$2.0M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED228,821223,326+5,495+2%$32.7M$31.5K-$32.7M2026-11-02
Bokf, NA
DECREASED212,327222,647-10,320-5%$32.6M$29.2M-$3.4M2026-10-27
GenWealth Group, Inc.
INCREASED210,262208,254+2,008+1%$30.5M$28.9M-$1.5M2026-10-16
Kestra Advisory Services, LLC
INCREASED204,070193,126+10,944+6%$28.3M$28.1M-$179.3K2026-11-02
Lido Advisors, LLC
INCREASED203,568192,603+10,965+6%$28.2M$28.0M-$171.7K2026-11-04
RTD Financial Advisors, Inc.
INCREASED196,875195,438+1,437+1%$28.6M$27.1M-$1.5M2026-10-09
Parkway Wealth Management Group, LLC
DECREASED180,518184,822-4,304-2%$27.1M$24.9M-$2.2M2026-10-20
Kestra Private Wealth Services, LLC
INCREASED173,585163,603+9,982+6%$24.0M$23.9M-$53.9K2026-10-30
Accredited Investors Inc.
INCREASED170,559170,300+259+0%$24.9M$23.5M-$1.5M2026-11-03
Keybank National Association
DECREASED170,395185,295-14,900-8%$27.1M$23.5M-$3.7M2026-11-04
Oppenheimer & Co Inc
DECREASED164,089187,930-23,841-13%$27.5M$22.6M-$4.9M2026-10-26
Midwest Trust Co
INCREASED161,334160,932+402+0%$23.6M$22.2M-$1.3M2026-10-22
Mechanics Bank Trust Department
INCREASED146,804145,534+1,270+1%$21.3M$20.2M-$1.1M2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED145,378143,704+1,674+1%$21.0M$20.0M-$1.0M2026-11-05
Intergy Private Wealth, LLC
INCREASED143,620132,539+11,081+8%$19.4M$19.8M+$368.7K2026-10-16
LBJ Family Wealth Advisors, Ltd.
INCREASED132,434130,287+2,147+2%$18.9K$18.2K-$6172026-10-01
Diversified Management Inc
INCREASED130,240124,322+5,918+5%$18.2M$17.9M-$270.5K2026-10-08
Stonebridge Financial Group, LLC
INCREASED122,704120,345+2,359+2%$17.6M$16.9M-$725.9K2026-10-01
Bank of New York Mellon Corp
INCREASED108,016102,008+6,008+6%$14.9M$14.9M-$63.3K2026-11-05
Bishop & Co Investment Management, LLC
INCREASED103,248103,129+119+0%$15.1M$14.2M-$883.9K2026-11-05
VestGen Advisors, LLC
INCREASED102,09199,121+2,970+3%$14.5M$14.1M-$456.4K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED101,58595,654+5,931+6%$13.6M$14.3M+$677.8K2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED100,892100,89200%$14.8M$13.9M-$880.8K2026-10-13
LMG Wealth Partners, LLC
DECREASED99,241102,212-2,971-3%$15.0M$13.7M-$1.3M2026-11-05
Canandaigua National Bank & Trust Co
INCREASED98,39397,890+503+1%$14.3M$13.5M-$785.3K2026-10-07
Farmers & Merchants Investments Inc
INCREASED93,40493,272+132+0%$13.7M$12.9M-$796.1K2026-10-22
Avantax Planning Partners, Inc.
DECREASED93,117107,070-13,953-13%$15.7M$12.8M-$2.9M2026-11-03
Heck Capital Advisors, LLC
INCREASED91,86190,654+1,207+1%$13.3M$12.6M-$625.3K2026-10-14
HUB Investment Partners, LLC
DECREASED89,81798,621-8,804-9%$14.4M$12.4M-$2.1M2026-11-03
IFP Advisors, Inc
INCREASED89,56488,152+1,412+2%$12.9M$12.3M-$575.2K2026-10-16
WestHill Financial Advisors, Inc.
INCREASED86,45483,725+2,729+3%$12.3M$11.9M-$355.2K2026-10-14
Investment Partners, Ltd.
INCREASED86,14344,284+41,859+95%$6.5M$11.9M+$5.4M2026-10-29
Washington Trust Bank
DECREASED84,833166,435-81,602-49%$24.4M$11.7M-$12.7M2026-11-03
XML Financial, LLC
DECREASED83,23683,381-1450%$12.2M$11.5M-$748.0K2026-10-29
Occidental Asset Management, LLC
INCREASED80,40580,054+351+0%$11.7M$11.1M-$650.6K2026-11-05
Whitegate Investment Counselors, Inc.
INCREASED78,68978,630+59+0%$11.5M$10.8M-$678.4K2026-11-02
First Horizon Corp
INCREASED77,63375,461+2,172+3%$11.0M$10.7M-$359.7K2026-10-26
Corundum Group, Inc.
INCREASED76,67976,317+362+0%$11.2M$10.6M-$616.4K2026-10-28
First National Trust Co
DECREASED76,66779,197-2,530-3%$11.6M$10.6M-$1.0M2026-10-28
Conning Inc.
INCREASED76,64765,605+11,042+17%$9.6M$10.6M+$947.5K2026-10-27
Sentinel Advisory Group, LLC
INCREASED75,55373,023+2,530+3%$10.7M$10.4M-$289.2K2026-10-20
USAdvisors Wealth Management, LLC
INCREASED73,57367,608+5,965+9%$9.9M$10.1K-$9.9M2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED72,60385,868-13,265-15%$12.6M$10.0M-$2.6M2026-10-13
First Merchants Corp
INCREASED70,54368,631+1,912+3%$10.0M$9.7M-$335.9K2026-10-15
Stevens Capital Partners
INCREASED67,73964,852+2,887+4%$9.5M$9.3M-$168.8K2026-10-29
Mainsail Financial Group, LLC
INCREASED67,04361,533+5,510+9%$9.0M$9.2M+$221.5K2026-10-23
Stone Wealth Partners
INCREASED62,83627,376+35,460+130%$4.0M$8.7M+$4.7M2026-11-05
Summit Wealth Group LLC / Co
DECREASED61,84665,699-3,853-6%$9.6M$8.5M-$1.1M2026-10-29
Crescent Grove Advisors, LLC
INCREASED60,82160,813+8+0%$8.9M$8.4M-$529.7K2026-10-21
Park Avenue Securities LLC
INCREASED60,38114,018+46,363+331%$2.1M$8.3K-$2.0M2026-10-26
J.W. Cole Advisors, Inc.
INCREASED59,36057,373+1,987+3%$8.4M$8.2M-$227.3K2026-11-05
Farther Finance Advisors, LLC
INCREASED58,04249,415+8,627+17%$7.2M$8.0M+$756.5K2026-10-08
Clear Harbor Asset Management, LLC
INCREASED57,38956,680+709+1%$8.3M$7.9M-$397.2K2026-11-05
Citigroup Inc
INCREASED56,38836,743+19,645+53%$5.4M$7.8M+$2.4M2026-11-04
GHP Investment Advisors, Inc.
DECREASED55,25456,070-816-1%$8.2M$7.6M-$601.9K2026-10-15
Powell Investment Advisors, LLC
INCREASED52,32752,203+124+0%$7.6M$7.2M-$438.7K2026-10-22
Modera Wealth Management, LLC
INCREASED50,87750,785+92+0%$7.4M$7.0M-$430.7K2026-10-28
Ticino Wealth
INCREASED50,22248,978+1,244+3%$7.2M$6.9M-$256.3K2026-10-13
Congress Asset Management Co
DECREASED49,409154,279-104,870-68%$22.6M$6.8M-$15.8M2026-10-06
Fifth Third Securities, Inc.
INCREASED48,89647,821+1,075+2%$7.0M$6.7M-$269.6K2026-10-21
Old National Bancorp
INCREASED48,48447,759+725+2%$7.0M$6.7M-$317.1K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED48,04636,895+11,151+30%$5.4M$6.6M+$1.2M2026-10-16
Eukles Asset Management
INCREASED46,54839,325+7,223+18%$5.8M$6.4M+$651.2K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED46,14944,890+1,259+3%$6.6M$6.4M-$218.6K2026-10-23
Weinberger Asset Management, Inc
INCREASED45,25643,606+1,650+4%$6.0M$6.2M+$255.1K2026-10-28
Hilltop National Bank
DECREASED43,03343,051-180%$6.3M$5.9M-$378.3K2026-10-14
Sigma Planning Corp
DECREASED41,63643,508-1,872-4%$6.4M$5.7M-$631.5K2026-10-23
Globalt Investments LLC / GA
DECREASED40,12543,375-3,250-7%$6.4M$5.5M-$826.1K2026-10-27
Regions Financial Corp
DECREASED40,02840,260-232-1%$5.9M$5.5M-$383.4K2026-11-05
First Command Advisory Services, Inc.
DECREASED38,2383,941,675-3,903,437-99%$577.1M$5.3M-$571.8M2026-11-05
Procyon Advisors, LLC
INCREASED37,71736,874+843+2%$5.4M$5.2M-$205.8K2026-10-21
Lee Financial Co
DECREASED37,26037,755-495-1%$5.5M$5.1M-$397.8K2026-10-16
Acima Private Wealth, LLC
UNCHANGED37,13937,13900%$5.4M$5.1M-$324.2K2026-10-05
Equitable Trust Co
INCREASED36,22135,705+516+1%$5.2M$5.0M-$240.7K2026-10-13
Harbor Investment Advisory, LLC
DECREASED36,03236,496-464-1%$5.3M$5.0M-$382.5K2026-10-13
Processus Wealth & Capital Management, LLC
DECREASED35,68935,981-292-1%$5.3M$4.9M-$354.3K2026-10-16
McAdam, LLC
DECREASED35,02835,997-969-3%$5.3M$4.8M-$447.6K2026-10-21
Certified Advisory Corp
DECREASED34,65335,955-1,302-4%$5.3M$4.8M-$493.2K2026-10-29
Ascentis Independent Advisors
INCREASED34,4277,949+26,478+333%$1.2M$4.7M+$3.6M2026-11-03
Advisory Resource Group
INCREASED34,38834,254+134+0%$5.0M$4.7M-$280.7K2026-10-26
Kelsey Financial, LLC
DECREASED34,00234,500-498-1%$5.1M$4.7M-$369.8K2026-10-28
Vise Technologies, Inc.
INCREASED33,85320,802+13,051+63%$3.0M$4.7M+$1.6M2026-10-29
Beacon Bank & Trust
INCREASED33,10032,928+172+1%$4.8M$4.6M-$263.8K2026-10-27
Courier Capital LLC
INCREASED33,00532,976+29+0%$4.8M$4.5M-$283.9K2026-10-19
LWM Advisors Inc
INCREASED32,81431,550+1,264+4%$4.6M$4.5M-$101.5K2026-10-08
Atlas Brown,Inc.
DECREASED32,45832,484-260%$4.8M$4.5M-$287.2K2026-10-09
Strategic Blueprint, LLC
INCREASED31,79224,484+7,308+30%$3.6M$4.4M+$792.5K2026-10-22
Whitaker-Myers Wealth Managers, Ltd.
DECREASED31,167154,430-123,263-80%$22.6M$4.3M-$18.3M2026-10-09
Councilor Wealth, LLC
DECREASED30,60732,251-1,644-5%$4.7M$4.2M-$507.9K2026-10-09
Vision Capital Management, Inc.
DECREASED30,33730,582-245-1%$4.5M$4.2M-$300.7K2026-10-20
Auour Investments LLC
INCREASED30,05629,526+530+2%$4.3M$4.1M-$184.7K2026-10-28
Bryn Mawr Trust Advisors, LLC
INCREASED29,23021,936+7,294+33%$3.2M$4.0M+$812.7K2026-11-04
Brady Martz Wealth Solutions, LLC
DECREASED28,89629,039-1430%$4.3M$4.0M-$273.2K2026-11-05
Burns Matteson Capital Management, LLC
DECREASED28,60932,521-3,912-12%$4.8M$3.9M-$822.5K2026-10-16
ARK & TLK Investments, LLC
UNCHANGED28,19628,19600%$4.1M$3.9M-$246.1K2026-10-20
Beam Wealth Advisors, Inc.
INCREASED27,84927,769+80+0%$4.1M$3.8M-$231.4K2026-11-03
Eagle Strategies LLC
INCREASED27,50427,493+11+0%$4.0M$3.8M-$238.6K2026-10-16
Consolidated Investment Group LLC
UNCHANGED27,45027,45000%$4.0M$3.8M-$239.6K2026-11-04
MV Capital Management, Inc.
DECREASED27,11628,890-1,774-6%$4.2M$3.7M-$496.5K2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED27,00126,910+91+0%$3.9M$3.7M-$222.4K2026-10-16
Friday Financial
INCREASED26,53613,546+12,990+96%$1.9M$3.7M+$1.8M2026-10-09
Wilmington Savings Fund Society, FSB
INCREASED26,06619,141+6,925+36%$2.8M$3.6M+$786.3K2026-10-23
Kingdom Financial Group Llc.
DECREASED25,96536,778-10,813-29%$5.4M$3.6M-$1.8M2026-11-04
MSH Capital Advisors LLC
INCREASED25,23224,737+495+2%$3.6M$3.5M-$147.8K2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED25,03828,969-3,931-14%$4.2M$3.4M-$743.9K2026-10-13
Glenview Trust Co
INCREASED24,59923,948+651+3%$3.5M$3.4M-$119.4K2026-10-28
KMG Fiduciary Partners, LLC
DECREASED24,03125,255-1,224-5%$3.7M$3.3M-$389.0K2026-10-14
Choreo, LLC
DECREASED23,79824,326-528-2%$3.6M$3.3M-$285.1K2026-10-28
Prospera Financial Services Inc
INCREASED22,77014,743+8,027+54%$2.2M$3.0M+$839.0K2026-11-04
Pinnacle Associates LTD
UNCHANGED22,44322,44300%$3.3M$3.1M-$195.9K2026-10-20
Ballew Advisors, Inc
INCREASED22,24322,110+133+1%$3.2M$3.1M-$19.7K2026-10-05
Financial Partners Group, Inc
DECREASED22,23622,513-277-1%$3.3M$3.1M-$234.7K2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED22,16322,890-727-3%$3.4M$3.1M-$299.8K2026-11-03
Avior Wealth Management, LLC
DECREASED21,95622,109-153-1%$3.2M$3.0M-$213.3K2026-10-13
Brighton Jones LLC
DECREASED21,69822,341-643-3%$3.3M$3.0M-$283.5K2026-11-03
MFG Investments, LLC
NEW21,623—+21,623——$3.0M—2026-10-30
McKinley Carter Wealth Services, Inc.
DECREASED20,83720,866-290%$3.1M$2.9M-$186.2K2026-10-16
Meridian Wealth Management, LLC
DECREASED20,03921,889-1,850-8%$3.2M$2.8M-$445.8K2026-11-05
LifeWealth Investments, LLC
DECREASED19,88628,562-8,676-30%$4.2M$2.7M-$1.4M2026-10-21
MCF Advisors LLC
DECREASED19,83319,875-420%$2.9M$2.7M-$179.3K2026-10-28
Parallel Advisors, LLC
INCREASED19,80619,734+72+0%$2.9M$2.7M-$162.5K2026-11-03
HMS Capital Management, LLC
INCREASED19,08119,030+51+0%$2.8M$2.6M-$159.1K2026-10-20
Dominguez Wealth Management Solutions, Inc.
INCREASED18,58518,429+156+1%$2.7M$2.6M-$139.4K2026-10-07
Allegheny Financial Group
INCREASED18,12617,840+286+2%$2.6M$2.5M-$116.4K2026-11-05
Post Resch Tallon Group Inc.
INCREASED17,91717,207+710+4%$2.5M$2.5M-$52.5K2026-10-09
Cooper Financial Group
INCREASED17,90016,663+1,237+7%$2.4M$2.5M+$24.8K2026-10-07
Amarillo National Bank
UNCHANGED17,70617,70600%$2.6M$2.4M-$154.6K2026-10-23
Atria Investments, Inc
DECREASED17,59026,212-8,622-33%$3.8M$2.4M-$1.4M2026-10-15
First National Bank Sioux Falls
INCREASED17,49015,290+2,200+14%$2.1M$2.4M+$342.8K2026-10-13
Brookstone Capital Management
INCREASED17,41914,757+2,662+18%$2.2M$2.4M+$237.7K2026-10-22
Sterling Capital Management LLC
DECREASED17,35179,016-61,665-78%$11.6M$2.4M-$9.2M2026-10-22
Builder Investment Group Inc
INCREASED17,24116,912+329+2%$2.5M$2.4M-$102.2K2026-10-22
TD Private Client Wealth LLC
INCREASED17,18216,359+823+5%$2.4M$2.4M-$29.5K2026-10-28
Tennessee Valley Asset Management Partners
DECREASED17,15820,548-3,390-16%$3.0M$2.4M-$646.1K2026-11-03
Wealth Management Nebraska
DECREASED16,69217,428-736-4%$2.6M$2.3M-$253.5K2026-10-26
Horst & Graben Wealth Management LLC
DECREASED16,34516,622-277-2%$2.4M$2.3M-$158.8K2026-11-02
Claro Advisors Inc.
INCREASED16,05815,575+483+3%$2.3M$2.2M-$69.4K2026-11-02
Howard Bailey Securities, LLC
DECREASED15,97423,081-7,107-31%$3.4M$2.2M-$1.2M2026-10-27
D.A. Davidson & Co.
INCREASED15,92213,824+2,098+15%$2.0M$2.2M+$168.1K2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED15,62015,851-231-1%$2.3M$2.2M-$170.2K2026-10-22
Kanawha Capital Management LLC
UNCHANGED15,47415,47400%$2.3M$2.1M-$135.1K2026-10-19
Independent Financial Group, LLC
DECREASED15,20619,143-3,937-21%$2.8M$2.1M-$709.1K2026-10-13
Wesbanco Bank Inc
DECREASED15,11126,174-11,063-42%$3.8M$2.1M-$1.8M2026-11-04
HB Wealth Management, LLC
INCREASED15,04610,595+4,451+42%$1.6M$2.1M+$520.3K2026-10-23
Valeo Financial Advisors, LLC
DECREASED14,96914,972-30%$2.2M$2.1M-$131.1K2026-10-08
Global Strategic Investment Solutions, LLC
DECREASED14,94614,953-70%$2.2M$2.1M-$131.5K2026-10-16
Rose Capital Advisors LLC
INCREASED14,59314,577+16+0%$2.1M$2.0M-$125.0K2026-11-04
Foronjy Financial LLC
INCREASED14,42913,438+991+7%$2.0M$2.0M+$19.2K2026-10-14
Nadler Financial Group, Inc.
INCREASED14,39814,396+2+0%$2.1M$2.0M-$125.4K2026-10-23
United Advisor Group, LLC
DECREASED14,08915,407-1,318-9%$2.3M$1.9M-$316.0K2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED13,99314,408-415-3%$2.1M$1.9M-$182.9K2026-10-26
Simplicity Wealth,LLC
DECREASED13,88020,535-6,655-32%$3.0M$1.9M-$1.1M2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED13,82112,660+1,161+9%$1.9M$1.9M+$49.2K2026-10-19
Shakespeare Wealth Management, LLC
DECREASED13,75015,332-1,582-10%$2.2M$1.9M-$351.7K2026-10-28
Navigation Group, LLC
INCREASED13,32113,319+2+0%$2.0M$1.8M-$116.1K2026-10-28
Serenity Investment Advisors
INCREASED13,28513,283+2+0%$1.9M$1.8M-$60.4K2026-10-30
Trust Point Inc.
DECREASED13,27313,419-146-1%$2.0M$1.8M-$137.2K2026-10-27
Fund Evaluation Group, LLC
INCREASED13,08913,074+15+0%$1.9M$1.8M-$112.1K2026-11-05
Evergreen Capital Management LLC
DECREASED13,04613,922-876-6%$2.0M$1.8M-$242.1K2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED12,91012,91000%$1.9M$1.8M-$112.7K2026-10-30
Chicago Partners Investment Group LLC
DECREASED12,81412,922-108-1%$1.8M$1.7M-$86.6K2026-10-27
Integrity Alliance, Llc.
INCREASED12,61711,570+1,047+9%$1.7M$1.7M+$43.2K2026-10-29
Seven Hills Financial, LLC
NEW12,602—+12,602——$1.7M—2026-10-13
Capital Squared Financial LLC
DECREASED12,49412,690-196-2%$1.9M$1.7M-$137.8K2026-10-30
Allstreet Capital Advisors LLC
DECREASED12,47712,607-130-1%$1.8M$1.7M-$128.0K2026-11-04
Global Trust Wealth Management LLC
INCREASED12,47612,455+21+0%$1.8M$1.7M-$105.8K2026-10-14
Sage Financial Group Inc
INCREASED12,38412,170+214+2%$1.8M$1.7M-$76.8K2026-10-27
Rossmore Private Capital
UNCHANGED12,31212,31200%$1.8M$1.7M-$107.5K2026-10-27
Key Capital Management, Inc
DECREASED12,22715,664-3,437-22%$2.3M$1.7M-$610.0K2026-11-03
Highland Capital Management, LLC
DECREASED12,14712,297-150-1%$1.8M$1.7M-$128.0K2026-10-26
Victory Financial Group, LLC
INCREASED12,04810,927+1,121+10%$1.6M$1.7M+$58.9K2026-10-27
Golden State Wealth Management, LLC
DECREASED11,98411,991-70%$1.8M$1.7M-$105.7K2026-11-02
Venture Visionary Partners LLC
INCREASED11,69411,693+1+0%$1.7M$1.6M-$101.9K2026-10-07
Dynamic Financial Group
INCREASED11,64211,397+245+2%$1.7M$1.6M-$65.8K2026-10-28
Luts & Greenleigh Group, Inc.
DECREASED11,61011,758-148-1%$1.7M$1.6M-$123.0K2026-11-05
Mission Wealth Management, LP
DECREASED11,31913,142-1,823-14%$1.9M$1.6M-$365.7K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED11,2619,719+1,542+16%$1.4M$1.6M+$127.5K2026-10-21
Central Trust Co
INCREASED11,1909,498+1,692+18%$1.4M$1.5M+$150.0K2026-11-05
Private Trust Co NA
DECREASED11,12311,160-370%$1.6M$1.5M-$102.5K2026-10-20
MGO One Seven LLC
INCREASED11,07511,025+50+0%$1.6M$1.5M-$89.3K2026-10-28
One Day In July LLC
UNCHANGED10,84210,84200%$1.6M$1.5M-$94.7K2026-10-30
Glass Jacobson Investment Advisors llc
DECREASED10,63310,660-270%$1.6M$1.5M-$96.8K2026-10-26
Montgomery Financial Services LLC
DECREASED10,44915,128-4,679-31%$2.2M$1.4M-$776.3K2026-11-03
Willner & Heller, LLC
DECREASED10,37311,477-1,104-10%$1.7M$1.4M-$252.2K2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED10,35310,865-512-5%$1.6M$1.4M-$165.3K2026-10-20
TD Waterhouse Canada Inc.
NEW10,350—+10,350——$1.4M—2026-10-16
James J. Burns & Company, LLC
DECREASED10,26910,314-450%$1.5M$1.4M-$96.1K2026-10-22
Lanark Financial, Inc.
INCREASED10,2439,094+1,149+13%$1.3M$1.4M+$78.8K2026-10-26
Stage Harbor Financial, LLC
INCREASED10,1098,759+1,350+15%$1.3M$1.4M+$109.5K2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED10,03510,03500%$1.5M$1.4M-$87.6K2026-10-28
Moneco Advisors, LLC
INCREASED9,8229,812+10+0%$1.4M$1.4M-$84.4K2026-11-05
Stegner Investment Associates Inc.
DECREASED9,8179,887-70-1%$1.4M$1.4M-$95.9K2026-10-15
Thrivent Financial for Lutherans
DECREASED9,78532,380-22,595-70%$4.7M$617.7K-$4.1M2026-11-05
Fort Washington Investment Advisors Inc
UNCHANGED9,6589,65800%$1.4M$1.3M-$84.3K2026-10-15
Taylor & Morgan Wealth Management, LLC
INCREASED9,5399,537+2+0%$1.4M$1.3M-$82.9K2026-10-09
SAX Wealth Advisors, LLC
INCREASED9,3799,238+141+2%$1.2M$1.3M+$107.8K2026-10-13
Reynders McVeigh Capital Management, LLC
UNCHANGED9,2509,25000%$1.4M$1.3M-$80.5K2026-10-30
Aspiriant, LLC
UNCHANGED9,1089,10800%$1.3M$1.3M-$79.5K2026-10-16
Vertrix Wealth Management, LLC
DECREASED8,9099,557-648-7%$1.4M$1.2M-$172.6K2026-10-13
Gryphon Financial Partners LLC
INCREASED8,8477,510+1,337+18%$1.1M$1.2M+$118.6K2026-11-04
Parkside Financial Bank & Trust
INCREASED8,8438,828+15+0%$1.3M$1.2M-$75.0K2026-10-27
Fulton Bank, N.A.
INCREASED8,6538,446+207+2%$1.2M$1.2M-$45.2K2026-10-14
Orin Green Financial, LLC
DECREASED8,6128,659-47-1%$1.3M$1.2M-$82.1K2026-10-19
Compound Planning, Inc.
DECREASED8,54711,660-3,113-27%$1.7M$1.2M-$530.4K2026-11-05
Diversified Portfolios, Inc.
INCREASED8,4872,148+6,339+295%$314.5K$1.2M+$854.0K2026-11-04
Lifelong Wealth Advisors, Inc.
DECREASED8,4868,535-49-1%$1.2M$1.2M-$81.3K2026-10-19
Wealth Management Partners, LLC
DECREASED8,4208,519-99-1%$1.2M$1.2M-$88.0K2026-10-21
Smith Salley Wealth Management
DECREASED8,4038,445-420%$1.2M$1.2M-$79.5K2026-11-03
Investmark Advisory Group LLC
INCREASED8,3665,964+2,402+40%$873.2K$1.2M+$278.8K2026-10-27
Apollon Wealth Management, LLC
INCREASED8,3348,053+281+3%$1.2M$1.1M-$31.6K2026-10-23
Canandaigua National Trust Co of Florida
NEW8,296—+8,296——$1.1M—2026-10-07
Signaturefd, LLC
INCREASED8,2746,635+1,639+25%$971.4K$1.1M+$167.8K2026-10-23
Rebalance, LLC
INCREASED8,2648,255+9+0%$1.2M$1.1M-$70.8K2026-10-22
Brickley Wealth Management
DECREASED8,2598,271-120%$1.2M$1.1M-$73.9K2026-11-04
Essential Investment Partners LLC
DECREASED8,1768,385-209-2%$1.2M$1.1M-$102.0K2026-10-27
BCS Wealth Management
UNCHANGED8,0928,09200%$1.2M$1.1M-$70.6K2026-11-03
Holland Advisory Services, Inc.
DECREASED8,0128,044-320%$1.2M$1.1M-$74.6K2026-10-26
GFS Advisors, LLC
INCREASED8,0002,800+5,200+186%$1.2M$1.1M-$70.3K2026-11-03
Asempa Wealth Advisors
INCREASED7,7054,383+3,322+76%$641.7K$1.1M+$434.2K2026-10-07
Nations Financial Group Inc,
DECREASED7,6937,869-176-2%$1.2M$1.1M-$92.8K2026-11-05
Alpine Bank Wealth Management
UNCHANGED7,6347,63400%$1.1M$1.1M-$66.6K2026-10-16
Key FInancial Inc
INCREASED7,6267,112+514+7%$1.0M$1.0M+$8.7K2026-11-02
M Holdings Securities, Inc.
NEW7,616—+7,616——$994—2026-11-03
Cornerstone Planning Group LLC
INCREASED7,6115,734+1,877+33%$796.0K$1.1M+$293.1K2026-10-16
BLB&B Advisors, LLC
DECREASED7,5528,028-476-6%$1.2M$1.0M-$135.6K2026-10-27
Atticus Wealth Management, LLC
DECREASED7,3727,417-45-1%$1.1M$1.0M-$71.0K2026-10-20
SBK Financial, Inc.
UNCHANGED7,3317,33100%$1.1M$1.0M-$64.0K2026-11-02
Ipswich Investment Management Co., Inc.
UNCHANGED7,3307,33000%$1.1M$1.0M-$64.0K2026-10-13
Linscomb Wealth, Inc.
INCREASED7,2296,949+280+4%$1.0M$995.3K-$22.1K2026-11-05
Visionary Wealth Advisors
DECREASED7,1397,265-126-2%$1.1M$982.9K-$80.8K2026-11-04
Harbour Capital Advisors, LLC
UNCHANGED7,1057,10500%$1.0M$978.2K-$34.6K2026-10-13
Greenleaf Trust
DECREASED7,0447,048-40%$1.0M$969.8K-$62.1K2026-10-29
Davenport & Co LLC
INCREASED7,0286,866+162+2%$1.0M$967.6K-$37.7K2026-10-14
StoneX Group Inc.
INCREASED7,0214,812+2,209+46%$704.6K$965.6K+$261.0K2026-11-03
Greenwood Gearhart LLC
INCREASED7,0107,003+7+0%$1.0M$965.2K-$60.2K2026-11-02
Delta Capital Management LLC
UNCHANGED7,0007,00000%$1.0K$964-$612026-10-16
WealthPlan Investment Management, LLC
DECREASED6,9586,986-280%$1.0M$957.9K-$64.9K2026-10-15
Lee, Kelleher & Klein Wealth Management
UNCHANGED6,8856,88500%$1.0M$947.9K-$60.1K2026-10-08
Revolve Wealth Partners, LLC
UNCHANGED6,8566,85600%$1.0M$943.9K-$59.9K2026-10-23
Annex Advisory Services, LLC
INCREASED6,7886,696+92+1%$980.4K$934.6K-$45.8K2026-10-16
Roberts Financial Services LLC
DECREASED6,7507,026-276-4%$1.0M$929.4K-$99.4K2026-10-23
Affiance Financial, LLC
INCREASED6,6386,631+7+0%$970.8K$914.0K-$56.9K2026-10-15
Appleton Partners Inc
UNCHANGED6,6226,62200%$970.0K$912-$969.1K2026-10-30
Citizens Financial Group Inc
INCREASED6,5864,637+1,949+42%$678.9K$906.7K+$227.8K2026-10-23
Clearwave Capital, LLC
DECREASED6,5566,693-137-2%$979.9K$902.7K-$77.2K2026-10-27
Cahaba Wealth Management, Inc.
INCREASED6,4956,491+4+0%$950.4K$894.3K-$56.1K2026-10-26
AlphaCore Capital LLC
INCREASED6,4441,908+4,536+238%$279.4K$887.2K+$607.9K2026-11-04
Princeton Global Asset Management LLC
UNCHANGED6,4236,42300%$940.4K$884.3K-$56.1K2026-10-21
15 Wealth Advisors LLC
NEW6,352—+6,352——$874.5K—2026-10-14
Legacy Bridge, LLC
UNCHANGED6,3176,31700%$924.9K$869.7K-$55.1K2026-10-28
Granville Capital, Inc.
UNCHANGED6,2506,25000%$915.1K$860.5K-$54.6K2026-11-05
Wedgewood Investors Inc
DECREASED6,2436,273-300%$918.4K$859.5K-$58.9K2026-10-28
Bayban
UNCHANGED6,1566,15600%$901.3K$901.3K$02026-11-05
Dynamic Advisor Solutions LLC
DECREASED6,1407,278-1,138-16%$1.1M$845.3K-$220.3K2026-10-13
Richardson Capital Management LLC
UNCHANGED6,1376,13700%$898.5K$844.9K-$53.6K2026-10-23
Essex Bank
INCREASED6,1245,128+996+19%$750.8K$843.1K+$92.4K2026-10-16
LexAurum Advisors, LLC
INCREASED6,0955,347+748+14%$782.9K$839.1K+$56.3K2026-10-19
Rockland Trust Co
INCREASED6,0495,468+581+11%$800.6K$832.8K+$32.3K2026-10-05
Viewpoint Capital Management LLC
NEW6,000—+6,000——$826.1K—2026-10-27
Lmcg Investments, LLC
UNCHANGED5,9955,99500%$877.7K$825.4K-$52.3K2026-10-21
First United Bank & Trust
DECREASED5,9756,035-60-1%$883.6K$822.6K-$60.9K2026-10-22
Pathway Financial Advisors LLC
UNCHANGED5,9505,95000%$850.6K$819.2K-$31.4K2026-10-07
Oarsman Capital, Inc.
DECREASED5,9076,273-366-6%$918.4K$813.3K-$105.2K2026-11-05
Saxon Interests, Inc.
DECREASED5,8525,900-48-1%$863.8K$805.7K-$58.1K2026-10-26
Spire Wealth Management
DECREASED5,8036,160-357-6%$902.0K$799.0K-$103.0K2026-10-30
Associated Banc-Corp
INCREASED5,7705,696+74+1%$834.0K$794.4K-$39.5K2026-10-30
NTV Asset Management LLC
UNCHANGED5,7055,70500%$835.3K$785.5K-$49.8K2026-10-23
Cornerstone Wealth Management, LLC
DECREASED5,6295,669-40-1%$830.1K$774.9K-$55.1K2026-11-04
BIP Wealth, LLC
UNCHANGED5,6225,62200%$823.2K$774.0K-$49.1K2026-10-22
NBT Bank, N.A.
UNCHANGED5,5455,54500%$811.8K$763.4K-$48.4K2026-10-21
Liberty Capital Management, Inc.
DECREASED5,4755,603-128-2%$820.3K$753.8K-$66.5K2026-11-02
RVW Wealth, LLC
DECREASED5,4565,859-403-7%$857.9K$751.2K-$106.6K2026-10-06
Decker Wealth Management LLC
UNCHANGED5,4525,45200%$798.2K$750.6K-$47.6K2026-10-09
Rockwood Wealth Management, LLC
DECREASED5,4516,111-660-11%$894.7K$750.5K-$144.2K2026-10-27
Allen Investment Management, LLC
UNCHANGED5,4395,43900%$796.3K$748.8K-$47.5K2026-11-03
RFG Advisory, LLC
INCREASED5,2444,995+249+5%$731.4K$722.0K-$9.4K2026-11-03
Global Wealth Strategies & Associates
DECREASED5,1305,210-80-2%$762.8K$706.3K-$56.5K2026-10-02
DT Investment Partners, LLC
UNCHANGED5,1245,12400%$750.2K$705.5K-$44.7K2026-10-27
Walled Lake Planning & Wealth Management, LLC
INCREASED5,0984,903+195+4%$717.9K$701.9K-$16.0K2026-10-29
L. Roy Papp & Associates, LLP
INCREASED5,0965,095+1+0%$745.9K$701.6K-$44.3K2026-10-21
Bensler, LLC
DECREASED5,0765,085-90%$744.5K$698.9K-$45.5K2026-11-05
Diversify Advisory Services, LLC
INCREASED5,0452,509+2,536+101%$344.9K$693.4K+$348.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED5,0452,509+2,536+101%$344.9K$693.4K+$348.5K2026-10-20
Magnus Financial Group LLC
DECREASED4,9815,014-33-1%$734.1K$685.8K-$48.3K2026-10-21
XY Planning Network, Inc.
INCREASED4,9052,987+1,918+64%$437.3K$675.3K+$238.0K2026-10-14
Calamos Wealth Management LLC
INCREASED4,8704,850+20+0%$710.1K$670.5K-$39.6K2026-11-02
Bailard, Inc.
UNCHANGED4,8594,85900%$711.4K$669.0K-$42.4K2026-10-13
Arnold Financial Planning LLC
UNCHANGED4,8524,85200%$710.4K$668.0K-$42.4K2026-10-20
Midwest Capital Advisors, LLC
INCREASED4,8454,844+1+0%$709.2K$667.1K-$42.1K2026-11-04
Flagship Private Wealth, LLC
DECREASED4,7384,893-155-3%$716.4K$652.3K-$64.2K2026-11-05
Capital Square, LLC
DECREASED4,6865,001-315-6%$713.0K$645.3K-$67.7K2026-10-19
Principle Wealth Partners LLC
UNCHANGED4,6704,67000%$683.7K$643.0K-$40.8K2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED4,6504,65000%$680.8K$640.2K-$40.6K2026-10-15
Ellerson Group Inc
DECREASED4,6495,649-1,000-18%$827.1K$612.3K-$214.8K2026-11-04
October Effect Ltd
DECREASED4,6494,844-195-4%$709.2K$640.1K-$69.1K2026-10-20
Sowell Financial Services LLC
DECREASED4,6049,362-4,758-51%$1.4M$633.9K-$736.8K2026-10-23
Values Added Financial LLC
UNCHANGED4,6034,60300%$673.9K$633.7K-$40.2K2026-10-28
Uptick Partners, LLC
DECREASED4,5654,590-25-1%$672.0K$628.5K-$43.4K2026-11-04
Sharkey, Howes & Javer
DECREASED4,5645,103-539-11%$747.1K$628.4K-$118.8K2026-10-22
Advisory Advocates, LLC
DECREASED4,5554,610-55-1%$675.0K$627.1K-$47.8K2026-11-05
Univest Financial Corp
DECREASED4,4915,075-584-12%$743.0K$618.3K-$124.6K2026-11-05
Simon Quick Advisors, LLC
INCREASED4,4863,349+1,137+34%$490.3K$617.7K+$127.4K2026-10-26
Performa Ltd (US), LLC
INCREASED4,4724,468+4+0%$654.2K$615.7K-$38.5K2026-11-05
Legacies Wealth LLC
UNCHANGED4,3754,37500%$640.5K$602.4K-$38.2K2026-11-02
Elm3 Financial Group, LLC
DECREASED4,3634,573-210-5%$669.5K$600.6K-$68.9K2026-10-07
Allspring Global Investments Holdings, LLC
DECREASED4,3617,133-2,772-39%$1.0M$608.9K-$424.9K2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED4,3493,918+431+11%$573.6K$598.8K+$25.1K2026-10-29
Contravisory Investment Management, Inc.
DECREASED4,3144,339-25-1%$635.3K$594.0K-$41.3K2026-10-13
Manchester Capital Management LLC
UNCHANGED4,2884,28800%$627.8K$590.4K-$37.4K2026-10-22
Trail Ridge Investment Advisors, LLC
UNCHANGED4,2644,26400%$624.3K$587.1K-$37.2K2026-10-16
Berman McAleer LLC
DECREASED4,1874,207-200%$615.9K$576.5K-$39.5K2026-10-16
William Allan Corp
INCREASED4,1834,180+3+0%$612.0K$576.0K-$36.0K2026-10-14
Fingerlakes Wealth Management, Inc.
DECREASED4,0174,045-28-1%$592.2K$553.0K-$39.2K2026-11-04
Legacy Advisors, LLC
UNCHANGED4,0084,00800%$586.8K$551.8K-$35.0K2026-10-19
Baldwin Wealth Partners LLC
UNCHANGED4,0004,00000%$585.6K$550.7K-$34.9K2026-10-13
Aire Advisors, LLC
DECREASED3,9504,831-881-18%$707.4K$543.8K-$163.5K2026-10-22
Vaughan David Investments LLC
UNCHANGED3,9353,93500%$576.0K$542.0K-$34.0K2026-11-05
Cohen Capital Management, Inc.
INCREASED3,9033,901+2+0%$571.2K$537.3K-$33.9K2026-10-14
Founders Financial Securities LLC
INCREASED3,8343,607+227+6%$528.1K$527.9K-$2362026-10-28
BlueChip Wealth Advisors LLC
UNCHANGED3,8123,81200%$558.1K$524.8K-$33.3K2026-11-03
Skyline Advisors, Inc.
INCREASED3,8023,798+4+0%$556.1K$523.5K-$32.6K2026-11-03
Caldwell Trust Co
INCREASED3,7833,248+535+16%$475.5K$520.8K+$45.3K2026-10-30
Middleton & Co Inc
UNCHANGED3,7383,73800%$547.3K$514.6K-$32.6K2026-10-23
Renasant Bank
DECREASED3,7354,452-717-16%$651.8K$514.2K-$137.6K2026-11-05
Partners Wealth Management, LLC
NEW3,676—+3,676——$506.1K—2026-10-28
St. Clair Advisors, LLC
UNCHANGED3,6583,65800%$535.6K$503.6K-$31.9K2026-10-13
Ullmann Wealth Partners Group, LLC
UNCHANGED3,6323,63200%$531.7K$500.0K-$31.7K2026-11-02
Perigon Wealth Management, LLC
UNCHANGED3,6233,62300%$530.5K$498.9K-$31.6K2026-10-22
FF Advisors,LLC
UNCHANGED3,6203,62000%$530.0K$498.4K-$31.6K2026-10-21
Navigation Wealth Management, Inc.
INCREASED3,6043,417+187+5%$500.3K$508.1K+$7.8K2026-11-03
Anderson Hoagland & Co
UNCHANGED3,6003,60000%$527.1K$479.4K-$47.7K2026-10-23
Quadrant Capital Group LLC
UNCHANGED3,5843,58400%$524.7K$503.4K-$21.4K2026-10-20
Signal Advisors Wealth, LLC
INCREASED3,5773,272+305+9%$479.0K$492.5K+$13.5K2026-10-13
Sage Mountain Advisors LLC
UNCHANGED3,5643,56400%$521.8K$490.7K-$31.1K2026-11-02
Bison Wealth, LLC
DECREASED3,5443,554-100%$512.6K$499.6K-$12.9K2026-10-13
Olistico Wealth, LLC
DECREASED3,5284,801-1,273-27%$702.8K$485.7K-$217.1K2026-10-05
Financial Insights, Inc.
UNCHANGED3,5223,52200%$515.7K$484.9K-$30.7K2026-10-27
Orgel Wealth Management, LLC
INCREASED3,5073,471+36+1%$508.2K$482.8K-$25.3K2026-10-14
NWF Advisory Services Inc.
INCREASED3,4823,347+135+4%$490.0K$479.4K-$10.6K2026-10-19
BlueSky Wealth Advisors, LLC
DECREASED3,4823,584-102-3%$524.7K$479.4K-$45.3K2026-10-29
Aufman Associates Inc
UNCHANGED3,4803,48000%$509.5K$479.1K-$30.4K2026-11-04
Park National Corp
DECREASED3,4187,015-3,597-51%$1.0M$470.6K-$556.5K2026-10-05
City Holding Co
DECREASED3,3883,704-316-9%$542.3K$466.5K-$75.8K2026-10-19
Burke & Herbert Bank & Trust Co
UNCHANGED3,3773,37700%$494.4K$464.9K-$29.5K2026-11-02
Almanack Investment Partners, Llc.
UNCHANGED3,3063,30600%$484.0K$455.2K-$28.9K2026-11-03
Finley Financial, LLC
UNCHANGED3,3003,30000%$483.2K$460.8K-$22.3K2026-10-28
Busey Bank
UNCHANGED3,2723,27200%$479.1K$450.5K-$28.6K2026-10-26
Lodestar Private Asset Management LLC
UNCHANGED3,2453,24500%$475.1K$446.8K-$28.3K2026-10-26
Moss Adams Wealth Advisors LLC
UNCHANGED3,2383,23800%$474.1K$445.8K-$28.2K2026-10-28
Marino, Stram & Associates LLC
INCREASED3,2242,296+928+40%$336.2K$443.9K+$107.7K2026-10-22
Tassel Capital Management, Inc.
INCREASED3,1962,547+649+25%$373.0K$440.0K+$67.1K2026-10-20
Bourgeon Capital Management LLC
UNCHANGED3,1513,15100%$461.3K$433.8K-$27.5K2026-10-19
Wealth Enhancement Trust Services, Inc.
INCREASED3,1362,636+500+19%$385.9K$431.8K+$45.8K2026-10-07
Ritholtz Wealth Management
DECREASED3,1243,403-279-8%$498.3K$430.2K-$68.1K2026-11-05
Foundation Wealth Management, Llc\pa
DECREASED3,0925,016-1,924-38%$734.4K$425.7K-$308.7K2026-10-14
SkyOak Wealth, LLC
UNCHANGED3,0723,07200%$449.8K$423.0K-$26.8K2026-10-28
Tritonpoint Wealth, LLC
DECREASED2,9743,023-49-2%$442.6K$409.5K-$33.1K2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED2,9582,95800%$433.1K$407.3K-$25.8K2026-10-15
Midland Wealth Advisors, LLC
DECREASED2,9532,966-130%$434.3K$406.6K-$27.7K2026-10-26
Sage Rhino Capital LLC
UNCHANGED2,9242,92400%$428.1K$402.6K-$25.5K2026-10-28
Signature Equity Partners, LLC
INCREASED2,9192,750+169+6%$402.6K$401.9K-$6612026-10-29
Joseph P. Lucia & Associates, LLC
DECREASED2,9172,965-48-2%$434.1K$401.6K-$32.5K2026-10-30
Iron Financial LLC
DECREASED2,8683,053-185-6%$447.0K$394.9K-$52.1K2026-10-23
Meitav Investment House LTD
UNCHANGED2,8602,86000%$418.7K$393.8K-$25.0K2026-10-28
Marin Bay Wealth Advisors, LLC
INCREASED2,8112,810+1+0%$411.4K$387.1K-$24.3K2026-10-28
Clayton Financial Group LLC
INCREASED2,8071,735+1,072+62%$254.0K$386.5K+$132.4K2026-10-13
Goelzer Investment Management, Inc.
UNCHANGED2,7902,79000%$408.5K$384.1K-$24.4K2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED2,7802,778+2+0%$406.7K$382.8K-$24.0K2026-10-14
Florida Trust Wealth Management Co
DECREASED2,7663,197-431-13%$468.1K$380.8K-$87.3K2026-11-05
Syntegra Private Wealth Group, LLC
UNCHANGED2,7662,76600%$405.0K$380.8K-$24.1K2026-10-13
Paladin Partners, LLC
UNCHANGED2,7202,72000%$398.2K$374.5K-$23.7K2026-10-06
Blue Trust, Inc.
INCREASED2,7192,219+500+23%$324.8K$374.4K+$49.6K2026-10-15
CRA Financial Services, LLC
UNCHANGED2,7132,71300%$397.2K$373.5K-$23.7K2026-10-16
White Lighthouse Investment Management Inc.
UNCHANGED2,7042,70400%$395.9K$372.3K-$23.6K2026-10-21
American Financial & TAX Strategies Inc
INCREASED2,7022,630+72+3%$385.1K$372.0K-$13.0K2026-10-16
Steph & Co
INCREASED2,7002,650+50+2%$388.0K$371.7K-$16.3K2026-10-07
Elevated Capital Advisors, LLC
UNCHANGED2,6862,68600%$393.3K$369.8K-$23.4K2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED2,6762,67600%$391.8K$368.4K-$23.4K2026-10-13
Trilogy Capital Inc.
DECREASED2,6752,689-14-1%$393.6K$368.3K-$25.4K2026-10-20
Joel Isaacson & Co., LLC
INCREASED2,6722,670+2+0%$391.0K$367.9K-$23.1K2026-11-05
Buckhead Capital Management LLC
UNCHANGED2,6612,66100%$389.6K$366.4K-$23.2K2026-11-03
Monarch Capital Management Inc
UNCHANGED2,6562,65600%$388.9K$365.7K-$23.2K2026-10-19
Breakwater Capital Group
INCREASED2,6472,593+54+2%$379.6K$364.4K-$15.2K2026-10-09
SBE LLC DBA Cedar Cove Wealth Partners
UNCHANGED2,6352,63500%$385.7K$362.7K-$23.0K2026-10-15
Aspen Investment Management Inc
DECREASED2,6232,638-15-1%$386$361.0K+$360.6K2026-11-05
Mason & Associates, LLC
DECREASED2,6102,675-65-2%$391.6K$359.3K-$32.3K2026-10-26
Smith Chas P & Associates PA Cpas
UNCHANGED2,6002,60000%$380.7K$348.4K-$32.3K2026-10-22
Livet Wealth, LLC
UNCHANGED2,6002,60000%$380.7K$358.0K-$22.7K2026-10-27
Kestra Investment Management, LLC
DECREASED2,5832,704-121-4%$396.0K$355.7K-$40.3K2026-11-04
Flagstar Securities, Inc
DECREASED2,5722,578-60%$377.6K$354.1K-$23.5K2026-10-15
TrueWealth Advisors, LLC
UNCHANGED2,5522,55200%$373.6K$351.4K-$22.3K2026-10-09
First Financial Corp
UNCHANGED2,5202,52000%$369.0K$347.0K-$22.0K2026-10-13
Assetmark, Inc
DECREASED2,5135,296-2,783-53%$775.4K$346.0K-$429.4K2026-10-21
Retirement Planning Group, LLC
INCREASED2,5002,234+266+12%$327.0K$344.2K+$17.2K2026-10-19
Baring Financial LLC
DECREASED2,4912,503-120%$366.5K$342.9K-$23.6K2026-10-07
PDS Planning, Inc
DECREASED2,4852,504-19-1%$366.6K$342.1K-$24.5K2026-11-03
Independence Bank of Kentucky
DECREASED2,4832,509-26-1%$367.3K$341.9K-$25.5K2026-10-26
GLR Partners, LLC
UNCHANGED2,4822,48200%$363.4K$341.7K-$21.7K2026-11-04
Radnor Capital Management, LLC
UNCHANGED2,4792,47900%$363.0K$341.3K-$21.6K2026-10-23
Tsfg, LLC
DECREASED2,4338,785-6,352-72%$1.3M$335-$1.3M2026-10-23
Fonville Wealth Management LLC
INCREASED2,4141,838+576+31%$269.1K$332.3K+$63.3K2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED2,41023,212-20,802-90%$3.4M$332-$3.4M2026-10-14
New England Professional Planning Group Inc.
UNCHANGED2,4102,41000%$352.8K$331.8K-$21.0K2026-10-29
Abacus Planning Group, Inc.
UNCHANGED2,3832,38300%$348.9K$328.1K-$20.8K2026-11-02
Transcendent Capital Group LLC
INCREASED2,3812,141+240+11%$313.5K$327.9K+$14.4K2026-10-28
Naples Global Advisors, LLC
UNCHANGED2,3702,37000%$347.0K$326.3K-$20.7K2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED2,3632,262+101+4%$331.2K$325.3K-$5.9K2026-10-28
Towercrest Capital Management
UNCHANGED2,3602,36000%$345.5K$324.9K-$20.6K2026-10-23
Grant Private Wealth Management Inc
DECREASED2,3572,807-450-16%$411.0K$324.5K-$86.5K2026-10-19
New England Private Wealth Advisors LLC
INCREASED2,3522,351+1+0%$321.4K$323.8K+$2.4K2026-10-19
Wealth Science Advisors LLC
UNCHANGED2,3262,32600%$340.6K$320.2K-$20.3K2026-10-09
Kendall Capital Management
DECREASED2,3182,447-129-5%$358.3K$319.1K-$39.1K2026-10-23
Wolff Financial Management LLC
INCREASED2,3152,313+2+0%$338.7K$318.7K-$20.0K2026-10-23
International Assets Investment Management, LLC
DECREASED2,3052,665-360-14%$386.2K$321.8K-$64.4K2026-11-02
AdvisorNet Financial, Inc
DECREASED2,2813,145-864-27%$460.4K$311.0K-$149.4K2026-10-15
Capital Advisors, Ltd. LLC
DECREASED2,2763,108-832-27%$455$313-$1422026-10-27
United Capital Management of KS, Inc.
DECREASED2,2752,356-81-3%$345.0K$313.2K-$31.8K2026-11-04
Amplius Wealth Advisors, LLC
DECREASED2,2612,500-239-10%$366.0K$311.3K-$54.7K2026-10-20
Grove Bank & Trust
INCREASED2,2552,246+9+0%$328.8K$310.5K-$18.4K2026-10-08
Stiles Financial Services Inc
DECREASED2,2502,315-65-3%$339.0K$309.8K-$29.2K2026-10-30
Nixon Peabody Trust Co
DECREASED2,2492,250-10%$329.4K$309.6K-$19.8K2026-10-23
Capital Investment Counsel, LLC
DECREASED2,2372,425-188-8%$355.0K$308.0K-$47.1K2026-10-14
Financial Perspectives, Inc
DECREASED2,2262,227-10%$326.1K$306.5K-$19.6K2026-11-03
True Link Financial Advisors, LLC
DECREASED2,2192,948-729-25%$431.6K$305.5K-$126.1K2026-10-27
Norden Group LLC
DECREASED2,2192,243-24-1%$328.4K$305.5K-$22.9K2026-10-20
Accelerate Investment Advisors LLC
INCREASED2,2082,207+1+0%$323.2K$303.9K-$19.3K2026-11-02
Apella Capital, LLC
DECREASED2,2062,385-179-8%$338.5K$312.1K-$26.4K2026-10-08
Mcdonald Partners LLC
UNCHANGED2,2002,20000%$322.1K$302.9K-$19.2K2026-11-03
King Luther Capital Management Corp
UNCHANGED2,1942,19400%$321.2K$302.1K-$19.2K2026-11-05
Alliance Wealth Management Group
UNCHANGED2,1562,15600%$315.7K$296.8K-$18.8K2026-10-29
Prosperity Planning, Inc.
DECREASED2,1412,184-43-2%$319.8K$294.8K-$25.0K2026-10-09
FWG Investments, Llc.
DECREASED2,1373,421-1,284-38%$500.9K$294.3K-$206.6K2026-11-03
Trust Co of Vermont
INCREASED2,1292,114+15+1%$309.5K$293.1K-$16.4K2026-10-21
Eubel Brady & Suttman Asset Management Inc
UNCHANGED2,1202,12000%$310.0K$292.0K-$18.0K2026-11-04
Sterling Investment Counsel, LLC
INCREASED2,1192,072+47+2%$303.4K$291.7K-$11.6K2026-10-19
Cypress Wealth Services, LLC
DECREASED2,1162,119-30%$310.2K$303.5K-$6.7K2026-10-21
Brady Family Wealth, LLC
UNCHANGED2,1152,11500%$309.7K$291.2K-$18.5K2026-11-02
Trust Co of Toledo NA
INCREASED2,1032,028+75+4%$296.9K$289.5K-$7.4K2026-10-16
Legacy Capital Wealth Partners, LLC
DECREASED2,1022,279-177-8%$333.7K$289.5K-$44.3K2026-10-21
Arbor Investment Advisors, LLC
UNCHANGED2,1022,10200%$307.8K$289.4K-$18.4K2026-10-26
Flagship Harbor Advisors, LLC
INCREASED2,0852,038+47+2%$298.4K$287.0K-$11.4K2026-10-26
LJI Wealth Management, LLC
INCREASED2,0781,965+113+6%$287.7K$286.1K-$1.6K2026-10-28
Garde Capital, Inc.
UNCHANGED2,0742,07400%$303.7K$285.5K-$18.1K2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED2,0712,864-793-28%$419.4K$285.2K-$134.2K2026-11-02
BostonPremier Wealth LLC
DECREASED2,0702,213-143-6%$324.0K$285.0K-$39.0K2026-10-16
KPP Advisory Services LLC
UNCHANGED2,0662,06600%$302.5K$284.4K-$18.0K2026-10-26
Yardley Wealth Management LLC
DECREASED2,0642,176-112-5%$318.6K$284.2K-$34.4K2026-10-23
YHB Investment Advisors, Inc.
UNCHANGED2,0642,06400%$302.2K$284.2K-$18.0K2026-10-08
Cornerstone Wealth Group, LLC
INCREASED2,0492,047+2+0%$299.7K$282.1K-$17.6K2026-11-02
Daymark Wealth Partners, LLC
DECREASED2,0432,065-22-1%$302.4K$281.3K-$21.0K2026-11-04
Arthur M. Cohen & Associates, LLC
UNCHANGED2,0402,04000%$298.7K$280.9K-$17.8K2026-10-26
Montz Harcus Wealth Management LLC
INCREASED2,0222,020+2+0%$295.8K$278.4K-$17.3K2026-10-09
Mill Capital Management, LLC
UNCHANGED2,0202,02000%$295.7K$278.1K-$17.6K2026-10-26
Sagespring Wealth Partners, LLC
DECREASED2,0122,020-80%$295.8K$277.0K-$18.7K2026-10-22
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED1,9952,002-70%$278.0K$270.6K-$7.4K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,9891,808+181+10%$264.7K$273.8K+$9.1K2026-10-27
JIM Saulnier & Associates, LLC
INCREASED1,9871,985+2+0%$290.6K$273.6K-$17.0K2026-11-04
Foundation Wealth Management, LLC
UNCHANGED1,9811,98100%$290.1K$272.8K-$17.3K2026-10-22
Lewis Asset Management, LLC
UNCHANGED1,9571,95700%$286.5K$269.4K-$17.1K2026-10-14
Gen-Wealth Partners Inc
INCREASED1,9451,942+3+0%$284.4K$267.8K-$16.6K2026-11-04
Stephen J. Garry & Associates, LLC
UNCHANGED1,9371,93700%$283.6K$266.7K-$16.9K2026-11-05
First Hawaiian Bank
INCREASED1,9211,695+226+13%$248.2K$264.5K+$16.3K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED1,9052,187-282-13%$320.2K$262.3K-$57.9K2026-11-04
Creative Financial Designs Inc
INCREASED1,9051,879+26+1%$275.1K$262.3K-$12.8K2026-11-04
Cora Capital Advisors LLC
UNCHANGED1,8801,88000%$275.3K$258.8K-$16.4K2026-11-02
Timonier Family Office, Ltd.
UNCHANGED1,8621,86200%$272.6K$256.4K-$16.3K2026-11-03
Windsor Capital Management, LLC
INCREASED1,8601,859+1+0%$272.2K$256.0K-$16.2K2026-10-13
PPS&V Asset Management Consultants, Inc.
UNCHANGED1,8521,85200%$271.2K$255.0K-$16.2K2026-10-06
Eastern Bank
UNCHANGED1,8491,84900%$270.7K$254.6K-$16.1K2026-10-05
Insight Advisors, LLC/ PA
UNCHANGED1,8321,83200%$268.2K$252.3K-$15.9K2026-10-22
Global Wealth Management Investment Advisory, Inc.
DECREASED1,8282,596-768-30%$380.0K$251.6K-$128.4K2026-11-04
Philadelphia Trust Co
UNCHANGED1,8261,82600%$267.0K$251.0K-$16.0K2026-11-05
Avidian Wealth Enterprises, LLC
NEW1,811—+1,811——$249.4K—2026-10-08
Armor Investment Advisors, LLC
DECREASED1,8102,265-455-20%$331.6K$249.2K-$82.4K2026-10-27
Cove Private Wealth, LLC
NEW1,808—+1,808——$248.9K—2026-10-28
Root Financial Partners, LLC
NEW1,802—+1,802——$248.1K—2026-10-21
Tctc Holdings, LLC
NEW1,800—+1,800——$247.8K—2026-11-02
Focus Financial Network, Inc.
INCREASED1,7881,786+2+0%$261.6K$246.1K-$15.4K2026-10-14
TrustBank
INCREASED1,7701,600+170+11%$234.3K$243.7K+$9.4K2026-10-20
Parkshore Wealth Management, Inc.
DECREASED1,7611,825-64-4%$267.2K$242.4K-$24.8K2026-10-13
Monument Capital Management
UNCHANGED1,7571,75700%$257.2K$241.9K-$15.3K2026-10-09
B.O.S.S. Retirement Advisors, LLC
DECREASED1,7412,484-743-30%$363.6K$239.7K-$123.9K2026-10-26
Sigma Investment Counselors Inc
UNCHANGED1,7411,74100%$254.9K$239.7K-$15.2K2026-10-27
Plancorp, LLC
INCREASED1,7211,710+11+1%$240.6K$226.6K-$14.0K2026-11-03
BAR Harbor Wealth Management
UNCHANGED1,7201,72000%$251.8K$236.8K-$15.0K2026-10-21
Kingstone Capital Partners Texas, LLC
INCREASED1,6931,691+2+0%$247.6K$233.1K-$14.5K2026-11-03
Wedmont Private Capital
DECREASED1,6861,717-31-2%$244.7K$237.6K-$7.1K2026-10-09
Realta Investment Advisors
DECREASED1,6772,977-1,300-44%$435.8K$230.9K-$204.9K2026-10-14
Acropolis Investment Management, LLC
UNCHANGED1,6751,67500%$245.2K$230.6K-$14.6K2026-10-08
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED1,6701,67000%$244.5K$229.9K-$14.6K2026-10-15
Capital Investment Advisors, LLC
NEW1,667—+1,667——$229.6K—2026-10-22
Evanson Financial, LLC
UNCHANGED1,6621,66200%$243.3K$228.8K-$14.5K2026-10-23
McCarley & Cook Financial Planners
DECREASED1,6561,726-70-4%$252.7K$228.0K-$24.7K2026-10-21
Decision Investments, Inc
UNCHANGED1,6521,65200%$241.9K$227.4K-$14.4K2026-10-07
Roman Butler Fullerton & Co
INCREASED1,6441,643+1+0%$231.1K$221.5K-$9.7K2026-10-27
TME Financial, Inc.
UNCHANGED1,6441,64400%$240.7K$226.3K-$14.4K2026-10-14
Oakworth Capital, Inc.
DECREASED1,6421,656-14-1%$242.0K$226.1K-$16.0K2026-10-26
Highline Wealth Partners LLC
UNCHANGED1,6421,64200%$240.4K$226.1K-$14.3K2026-10-19
Avestar Capital, LLC
UNCHANGED1,6361,63600%$239.5K$225.2K-$14.3K2026-10-28
Washington Trust Co
UNCHANGED1,6341,63400%$239.2K$225.0K-$14.3K2026-10-22
Leo Wealth, LLC
NEW1,621—+1,621——$223.2K—2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED1,6211,835-214-12%$225.0K$220.0K-$5.0K2026-11-04
Guidance Capital, Inc
DECREASED1,6182,282-664-29%$315.8K$210.6K-$105.3K2026-11-03
First Nebraska Trust Co
UNCHANGED1,6001,60000%$234.3K$220.3K-$14.0K2026-10-30
Wedbush Securities Inc
INCREASED1,5951,594+1+0%$233.0K$220-$232.8K2026-10-22
Apeiron RIA LLC
UNCHANGED1,5941,59400%$233.4K$222.6K-$10.8K2026-10-08
Mascagni Wealth Management, Inc.
UNCHANGED1,5941,59400%$233.4K$219.5K-$13.9K2026-10-23
Csenge Advisory Group
DECREASED1,5811,907-326-17%$279.2K$217.6K-$61.6K2026-11-04
Carrera Capital Advisors
UNCHANGED1,5801,58000%$231.4K$217.6K-$13.8K2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED1,5681,567+1+0%$229.4K$216.0K-$13.5K2026-10-29
Trust Co of the South
UNCHANGED1,5631,56300%$228.8K$215.2K-$13.6K2026-10-21
SeaCrest Wealth Management, LLC
UNCHANGED1,5581,55800%$228.0K$214.5K-$13.6K2026-10-21
Elevation Point Wealth Partners, LLC
UNCHANGED1,5431,54300%$225.9K$212.4K-$13.4K2026-11-05
Hendershot Investments Inc.
UNCHANGED1,5221,52200%$222.8K$209.5K-$13.3K2026-11-05
Smith & Howard Wealth Management, LLC
UNCHANGED1,5201,52000%$222.5K$209.3K-$13.3K2026-10-27
TigerOak Management, L.L.C.
UNCHANGED1,5181,51800%$222.3K$209.0K-$13.3K2026-10-23
Edgemoor Investment Advisors, Inc.
UNCHANGED1,5101,51000%$221.1K$207.9K-$13.2K2026-11-03
Bond & Devick Financial Network, Inc.
UNCHANGED1,5101,51000%$221.1K$207.9K-$13.2K2026-10-23
Foguth Wealth Management, Llc.
INCREASED1,4971,496+1+0%$205.9K$200.6K-$5.3K2026-10-19
Chesley Taft & Associates LLC
DECREASED1,4951,583-88-6%$231.8K$205.8K-$25.9K2026-10-13
TCV Trust & Wealth Management, Inc.
DECREASED1,4941,564-70-4%$229.0K$205.7K-$23.3K2026-10-16
Rossby Financial, LCC
DECREASED1,4931,507-14-1%$220.7K$205.5K-$15.2K2026-11-05
Forum Financial Management, LP
DECREASED1,4921,834-342-19%$268.5K$205.4K-$63.1K2026-10-16
MMA Asset Management LLC
UNCHANGED1,4921,49200%$218.4K$205.4K-$13.0K2026-11-02
ERn Financial, LLC
UNCHANGED1,4891,48900%$218.0K$205.0K-$13.0K2026-10-28
Thryve Wealth Management LLC
INCREASED1,4811,465+16+1%$214.5K$203.9K-$10.5K2026-10-09
Harfst & Associates, Inc.
UNCHANGED1,4751,47500%$216.0K$203.1K-$12.9K2026-10-20
Parthenon LLC
UNCHANGED1,4741,47400%$215.8K$202.9K-$12.9K2026-10-22
BridgePort Financial Solutions, LLC
INCREASED1,4721,382+90+7%$202.3K$202.7K+$3262026-11-02
Legacy Financial Group, Inc.
UNCHANGED1,4681,46800%$214.9K$202.1K-$12.8K2026-10-21
Centerpoint Advisory Group
DECREASED1,4671,767-300-17%$258.7K$202.0K-$56.7K2026-10-23
CGN Advisors LLC
INCREASED1,4641,426+38+3%$208.8K$201.6K-$7.2K2026-10-21
Noble Wealth Management PBC
UNCHANGED1,4611,46100%$213.9K$201.2K-$12.8K2026-10-01
Angeles Wealth Management, LLC
INCREASED1,4371,296+141+11%$189.7K$197.8K+$8.1K2026-10-26
First Bancorp, Inc
UNCHANGED1,4331,43300%$209.8K$197.3K-$12.5K2026-10-26
Duncker Streett & Co Inc
UNCHANGED1,3921,39200%$203.8K$191.7K-$12.2K2026-10-27
WealthCare Investment Partners, LLC
DECREASED1,3414,956-3,615-73%$725.7K$701.7K-$24.0K2026-11-05
Milestone Investment Advisors LLC
UNCHANGED1,3211,32100%$193.4K$181.9K-$11.5K2026-11-05
Align Financial, LLC
DECREASED1,2732,050-777-38%$300.1K$175.3K-$124.9K2026-10-16
Certuity, LLC
UNCHANGED1,1641,16400%$170.4K$160.3K-$10.2K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED1,1491,116+33+3%$163.4K$158.3K-$5.2K2026-10-16
Lloyd Advisory Services, Llc.
DECREASED1,1481,564-416-27%$229.0K$158.0K-$71.0K2026-11-02
Trust Co
INCREASED1,1451,018+127+12%$149.0K$157.6K+$8.6K2026-10-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,1401,14000%$166.9K$157.0K-$10.0K2026-10-20
Larson Financial Group LLC
INCREASED1,127109+1,018+934%$16.0K$155.1K+$139.2K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,1221,12200%$164.3K$154.5K-$9.8K2026-10-23
Private Wealth Management Group, LLC
INCREASED1,114814+300+37%$119.2K$153.4K+$34.2K2026-10-19
UMB Private Wealth Management, LLC
NEW1,109—+1,109——$152.7K—2026-10-19
Arcadia Investment Advisors LLC
UNCHANGED1,1051,10500%$161.8K$152.1K-$9.6K2026-10-13
Biltmore Family Office, LLC
UNCHANGED1,1041,10400%$161.6K$152.0K-$9.6K2026-11-03
Dorato Capital Management
UNCHANGED1,0781,07800%$153.7K$152.5K-$1.2K2026-10-08
Washington Trust Advisors, Inc.
DECREASED1,0121,044-32-3%$152.8K$139.3K-$13.5K2026-10-22
Evermay Wealth Management LLC
UNCHANGED1,0001,00000%$146.4K$137.7K-$8.7K2026-11-05
Polaris Financial Partners
NEW990—+990——$137—2026-10-02
MidAtlantic Capital Management, Inc.
NEW988—+988——$136.0K—2026-11-05
Decker Retirement Planning Inc.
DECREASED9301,428-498-35%$209.1K$128.1K-$81.0K2026-10-19
Bare Financial Services, Inc
UNCHANGED91091000%$133.2K$125.3K-$7.9K2026-11-04
Pittenger & Anderson Inc
INCREASED900320+580+181%$46.9K$123.9K+$77.1K2026-11-02
Trifecta Capital Advisors, LLC
DECREASED8961,146-250-22%$167.8K$123.4K-$44.4K2026-10-21
TFC Financial Management, Inc.
UNCHANGED88888800%$130.0K$122.3K-$7.8K2026-10-26
Montag A & Associates Inc
DECREASED8831,392-509-37%$203.8K$121.6K-$82.2K2026-10-29
StrongBox Wealth, LLC
DECREASED877882-5-1%$129.1K$120.7K-$8.4K2026-11-02
Mather Group, Llc.
INCREASED836833+3+0%$122.0K$115.1K-$6.9K2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED82082000%$120.1K$112.9K-$7.2K2026-10-21
Salomon & Ludwin, LLC
DECREASED808816-8-1%$118.3K$111.2K-$7.0K2026-10-29
Ashurst Perkins Coie Trust Co
UNCHANGED79779700%$116.7K$109.7K-$7.0K2026-10-15
Union Savings Bank
UNCHANGED79579500%$116.4K$109.5K-$6.9K2026-10-14
Asset Dedication, LLC
INCREASED761287+474+165%$42.0K$104.8K+$62.7K2026-11-03
Reap Financial Group, LLC
DECREASED749850-101-12%$124.5K$103.1K-$21.4K2026-11-02
North Star Investment Management Corp.
UNCHANGED69069000%$101.0K$95.0K-$6.0K2026-10-27
Jacobi Capital Management LLC
NEW689—+689——$94.9K—2026-11-05
SYM Financial Corp
UNCHANGED67667600%$99.0K$93.1K-$5.9K2026-10-26
Hamilton Point Investment Advisors, LLC
UNCHANGED66266200%$96.9K$91.1K-$5.8K2026-11-03
Coastline Trust Co
DECREASED642693-51-7%$101.5K$88.4K-$13.1K2026-10-01
Gleason Group, Inc.
INCREASED630629+1+0%$92.1K$86.7K-$5.4K2026-10-15
Compass Financial Management LLC
UNCHANGED62962900%$90.0K$86.6K-$3.4K2026-10-30
Hanson & Doremus Investment Management
UNCHANGED62862800%$92.0K$86-$91.9K2026-10-16
North Point Portfolio Managers Corp
NEW603—+603——$83.0K—2026-10-07
Cape Investment Advisory, Inc.
INCREASED585583+2+0%$85.4K$80.5K-$4.8K2026-10-13
Elevation Wealth Partners, LLC
INCREASED576575+1+0%$84.2K$79.3K-$4.9K2026-10-07
Wolff Wiese Magana LLC
UNCHANGED52952900%$77.5K$72.8K-$4.6K2026-10-15
Strategic Advocates LLC
DECREASED496502-6-1%$73.5K$68.3K-$5.2K2026-11-03
CoreCap Advisors, LLC
DECREASED475629-154-24%$92.1K$65.4K-$26.7K2026-10-08
Pflug Koory, LLC
UNCHANGED47547500%$69.5K$65.4K-$4.1K2026-10-26
Atwood & Palmer Inc
UNCHANGED46046000%$67.3K$63.3K-$4.0K2026-10-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED43043000%$63.0K$59.2K-$3.8K2026-10-05
Kimelman & Baird, LLC
UNCHANGED42842800%$62.7K$58.9K-$3.7K2026-11-03
Horizons Wealth Management
NEW426—+426——$58.7K—2026-10-05
JFS Wealth Advisors, LLC
UNCHANGED40540500%$59.3K$55.8K-$3.5K2026-11-03
Mechanics Financial Corp
UNCHANGED39039000%$57.1K$53.7K-$3.4K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED387390-3-1%$57.1K$53.3K-$3.8K2026-10-30
Networth Advisors, LLC
DECREASED380602-222-37%$88.1K$52.3K-$35.8K2026-11-03
Global Trust Asset Management, LLC
UNCHANGED36436400%$53.3K$50.1K-$3.2K2026-10-19
Archer Investment Corp
DECREASED357547-190-35%$80.1K$49.2K-$30.9K2026-11-05
Tower Trust & Investment Co
UNCHANGED34234200%$50.1K$47.1K-$3.0K2026-10-28
Concord Wealth Partners
UNCHANGED32832800%$48.0K$45.1K-$2.9K2026-11-02
Latitude Advisors, LLC
NEW325—+325——$44.7K—2026-10-27
Tounjian Advisory Partners, LLC
DECREASED320439-119-27%$64.2K$44.1K-$20.2K2026-11-04
Bank of New Hampshire
DECREASED312512-200-39%$75.0K$43.0K-$32.0K2026-10-06
Richardson Financial Services Inc.
UNCHANGED30430400%$44.5K$41.9K-$2.7K2026-10-30
City State Bank
INCREASED290277+13+5%$40.6K$39.9K-$6292026-10-20
Friedenthal Financial
NEW289—+289——$39.8K—2026-10-27
Register Financial Advisors LLC
UNCHANGED28428400%$41.6K$39.1K-$2.5K2026-10-23
Adirondack Trust Co
UNCHANGED27627600%$40.4K$38.0K-$2.4K2026-10-14
Triumph Capital Management
UNCHANGED27427400%$40.1K$37.7K-$2.4K2026-10-14
Your Advocates Ltd., LLP
UNCHANGED26726700%$39.1K$36.8K-$2.3K2026-11-03
Monetary Solutions, Ltd
UNCHANGED26726700%$39.1K$36.8K-$2.3K2026-10-22
Silver Grove Financial Group, Inc.
INCREASED26626+240+923%$3.8K$36.6K+$32.8K2026-11-05
Avion Wealth
UNCHANGED24824800%$36.0K$34.0K-$2.0K2026-11-04
Ashton Thomas Securities, LLC
NEW236—+236——$32.5K—2026-10-26
KFG LLC
NEW234—+234——$32.2K—2026-11-02
Jnba Financial Advisors
DECREASED231267-36-13%$39.1K$31.8K-$7.3K2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED22422400%$32.8K$30.8K-$2.0K2026-10-16
Laurel Wealth Advisors LLC
NEW222—+222——$30.6K—2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED20620600%$30.2K$28.4K-$1.8K2026-10-05
Hughes Financial Services, LLC
UNCHANGED20220200%$29.6K$27.5K-$2.0K2026-10-30
Albion Financial Group
DECREASED200313-113-36%$45.8K$27.5K-$18.3K2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED20020000%$29.3K$27.5K-$1.7K2026-10-23
Ameliora Wealth Management Ltd.
UNCHANGED20020000%$27.4K$27.5K+$1482026-10-23
Richards, Merrill & Peterson, Inc.
UNCHANGED18618600%$27.2K$25.6K-$1.6K2026-10-19
Mascoma Wealth Management LLC
UNCHANGED16816800%$24.6K$23.1K-$1.5K2026-10-23
Sfam, LLC
UNCHANGED16616600%$24.3K$22.9K-$1.4K2026-11-03
Balentine LLC
NEW160—+160——$22.1K—2026-11-03
Team Financial Group, LLC
NEW157—+157——$21.6K—2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED15615600%$22.8K$21.5K-$1.4K2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED15515500%$22.7K$21.4K-$1.3K2026-10-23
United Community Bank
UNCHANGED14914900%$21.8K$20.5K-$1.3K2026-10-28
Investment Research & Advisory Group, Inc.
UNCHANGED14514500%$21.2K$20.0K-$1.3K2026-10-19
American Capital Advisory, LLC
UNCHANGED14314300%$20.9K$19.7K-$1.2K2026-10-28
Bank & Trust Co
UNCHANGED13413400%$19.6K$18.4K-$1.2K2026-10-07
Syntax Research, Inc.
UNCHANGED12512500%$18.3K$17.2K-$1.1K2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED12112100%$17.8K$16.7K-$1.0K2026-10-20
Sima Wealth Partners, LLC
UNCHANGED11911900%$17.4K$16.4K-$1.0K2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED11411400%$16.7K$15.7K-$9952026-10-27
Burk Holdings LLC
UNCHANGED10110100%$14.8K$13.9K-$8812026-11-05
Tompkins Financial Corp
DECREASED1001,027-927-90%$150.4K$13.8K-$136.6K2026-10-05
American National Bank & Trust
UNCHANGED10010000%$14.6K$13.8K-$8732026-10-07
Physician Wealth Advisors, Inc.
UNCHANGED10010000%$14.6K$13.8K-$8732026-10-20
Peoples Financial Services Corp.
UNCHANGED999900%$14.5K$13.6K-$8642026-10-20
Abound Wealth Management
UNCHANGED989800%$14.4K$13.5K-$8592026-10-26
Redwood Park Advisors LLC
UNCHANGED969600%$14.1K$13.2K-$8382026-11-02
Indiana Trust & Investment Management Co
UNCHANGED878700%$12.7K$12.0K-$7602026-10-22
Valued Wealth Advisors LLC
NEW82—+82——$11.3K—2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED787800%$11.4K$10.7K-$6802026-10-14
Insight Inv LLC
UNCHANGED767600%$11.1K$10.5K-$6632026-10-27
CFG Wealth Management Services, Inc.
NEW74—+74——$10.3K—2026-10-21
United Financial Planning Group LLC
UNCHANGED666600%$9.7K$9.1K-$5762026-11-04
High Note Wealth, LLC
UNCHANGED646400%$9.4K$8.8K-$5582026-10-27
Bullock Wealth Management Group
UNCHANGED636300%$9.1K$8.8K-$3302026-10-09
Provenance Wealth Advisors, LLC
UNCHANGED606000%$8.8K$8.3K-$5242026-10-30
Nemes Rush Group LLC
UNCHANGED515100%$7.5K$7.0K-$4442026-11-04
GGM Financial LLC
INCREASED4815+33+220%$2.2K$6.7K+$4.4K2026-11-05
First Community Trust NA
UNCHANGED484800%$7.0K$6.6K-$4192026-10-07
Planning Strategies Inc.
UNCHANGED474700%$6.9K$6.5K-$4102026-10-02
Reyes Financial Architecture, Inc.
UNCHANGED454500%$6.6K$6.2K-$3922026-10-22
Nfsg Corp
UNCHANGED454500%$6.6K$6.2K-$3892026-10-15
Barnes Dennig Private Wealth Management LLC
UNCHANGED444400%$6.4K$6.1K-$3842026-10-30
Versant Capital Management, Inc
UNCHANGED424200%$6.1K$5.8K-$3662026-10-02
Bfsg, LLC
UNCHANGED404000%$5.9K$5.5K-$3492026-10-30
Daytona Street Capital LLC
UNCHANGED383800%$5.4K$5.4K-$232026-10-15
Nvwm, LLC
UNCHANGED353500%$5.2K$4.9K-$3032026-10-14
Davis Capital Management
NEW34—+34——$4.7K—2026-10-08
Main Street Group, LTD
UNCHANGED313100%$4.6K$4.3K-$2732026-10-28
Piscataqua Savings Bank
UNCHANGED303000%$4.4K$4.1K-$2622026-10-21
Downshift Financial, LLC
UNCHANGED292900%$4.2K$4.0K-$2532026-10-13
GK Wealth Management LLC
NEW25—+25——$3.4K—2026-10-09
Marshall & Sterling Wealth Advisors Inc.
NEW22—+22——$3.0K—2026-10-28
Nvest Wealth Strategies, Inc.
UNCHANGED222200%$3.2K$3.0K-$1932026-10-14
Bear Mountain Capital, Inc.
NEW16—+16——$2.1K—2026-11-04
Lodestone Wealth Management LLC
UNCHANGED141400%$2.1K$1.9K-$1222026-10-14
Markowski Investments
UNCHANGED141400%$2.1K$1.9K-$1222026-10-30
Mosley Wealth Management
UNCHANGED111100%$1.6K$1.5K-$992026-10-16
Proathlete Wealth Management LLC
UNCHANGED101000%$1.5K$1.4K-$862026-10-15
James T. Borello RIA
NEW3—+3——$413—2026-10-16
Southern Capital Advisors, LLC
CLOSED0107,320-107,320-100%$15.7M$0-$15.7M2026-10-26
rebel Financial LLC
CLOSED044,659-44,659-100%$6.5M$0-$6.5M2026-11-04
Hofer & Associates. Inc
CLOSED032,498-32,498-100%$4.8M$0-$4.8M2026-10-13
Moran Wealth Management, LLC
CLOSED017,726-17,726-100%$2.6M$0-$2.6M2026-10-22
Pilgrim Partners Asia Pte Ltd
CLOSED014,450-14,450-100%$2.1M$0-$2.1M2026-10-29
TBH Global Asset Management, LLC
CLOSED013,404-13,404-100%$2.0M$0-$2.0M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED07,862-7,862-100%$1.2M$0-$1.2M2026-10-16
Arcadia Wealth Management, LLC
CLOSED05,083-5,083-100%$744.2K$0-$744.2K2026-10-22
TritonPoint Partners, LLC
CLOSED03,023-3,023-100%$442.6K$0-$442.6K2026-11-05
GC Wealth Management RIA, LLC
CLOSED02,710-2,710-100%$396.8K$0-$396.8K2026-11-02
Polaris Investment Advisors, LLC
CLOSED02,431-2,431-100%$355.9K$0-$355.9K2026-10-20
FDx Advisors, Inc.
CLOSED02,344-2,344-100%$343.0K$0-$343.0K2026-11-05
L.K. Benson & Company, P.C.
CLOSED02,281-2,281-100%$334.0K$0-$334.0K2026-10-23
SmartHarvest Portfolios, LLC
CLOSED01,837-1,837-100%$269.0K$0-$269.0K2026-10-26
Shira Ridge Wealth Management
CLOSED01,822-1,822-100%$266.8K$0-$266.8K2026-10-09
Spectrum Advisors, Inc.
CLOSED01,680-1,680-100%$246.0K$0-$246.0K2026-11-03
Patten Group, Inc.
CLOSED01,679-1,679-100%$245.8K$0-$245.8K2026-10-26
Salem Investment Counselors Inc
CLOSED01,670-1,670-100%$244.5K$0-$244.5K2026-10-13
Unique Wealth, LLC
CLOSED01,571-1,571-100%$230.0K$0-$230.0K2026-10-16
Shepherd Financial Partners LLC
CLOSED01,547-1,547-100%$226.5K$0-$226.5K2026-11-03
Hennion & Walsh Asset Management, Inc.
CLOSED01,492-1,492-100%$218.4K$0-$218.4K2026-10-13
Symphony Financial, Ltd. Co.
CLOSED01,472-1,472-100%$213.1K$0-$213.1K2026-10-22
Goldstein Advisors, LLC
CLOSED01,448-1,448-100%$212.0K$0-$212.0K2026-10-15
TCP Asset Management, LLC
CLOSED01,432-1,432-100%$209.6K$0-$209.6K2026-10-14
Revisor Wealth Management LLC
CLOSED01,420-1,420-100%$207.9K$0-$207.9K2026-10-20
Centennial Advisors, LLC
CLOSED01,406-1,406-100%$205.8K$0-$205.8K2026-10-21
Three Magnolias Financial Advisors, LLC
CLOSED01,400-1,400-100%$205.0K$0-$205.0K2026-10-14
Guyasuta Investment Advisors Inc
CLOSED01,384-1,384-100%$202.6K$0-$202.6K2026-10-15
Keystone Wealth Services, LLC
CLOSED01,378-1,378-100%$201.8K$0-$201.8K2026-11-03
Tucker Asset Management LLC
CLOSED0816-816-100%$119.5K$0-$119.5K2026-10-29
Hartford Financial Management Inc.
CLOSED0665-665-100%$97.4K$0-$97.4K2026-10-21
MB, Levis & Associates, LLC
CLOSED0112-112-100%$16.4K$0-$16.4K2026-10-16
RMG Wealth Management LLC
CLOSED0106-106-100%$15.5K$0-$15.5K2026-10-26
Investors Research Corp
CLOSED081-81-100%$11.9K$0-$11.9K2026-10-07
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED074-74-100%$17.9K$0-$17.9K2026-10-14
Robinswood Financial LLC
CLOSED045-45-100%$6.6K$0-$6.6K2026-10-20
Clean Yield Group
CLOSED036-36-100%$5.3K$0-$5.3K2026-10-28
Godsey & Gibb, Inc
CLOSED035-35-100%$5.1K$0-$5.1K2026-10-14
Arvest Investments, Inc.
CLOSED033-33-100%$4.8K$0-$4.8K2026-10-21
LifeSteps Financial, Inc.
CLOSED019-19-100%$2.8K$0-$2.8K2026-10-15
Gill Capital Partners, LLC
CLOSED013-13-100%$1.9K$0-$1.9K2026-10-13
Chilton Capital Management LLC
CLOSED013-13-100%$1.9K$0-$1.9K2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$275.4K$259.3K-$16.1K2026-10-29
Morgan Stanley
N/A—20,083,691-20,083,691-100%$2.9B———
Bank of America Corp
N/A—7,000,459-7,000,459-100%$1.0B———
Envestnet Asset Management Inc
N/A—5,866,456-5,866,456-100%$858.9M———
Wells Fargo & Company
N/A—5,335,358-5,335,358-100%$781.1M———
LPL Financial LLC
N/A—2,726,167-2,726,167-100%$399.1M———
UBS Group AG
N/A—2,718,424-2,718,424-100%$398.0M———
Ameriprise Financial Inc
N/A—2,542,307-2,542,307-100%$373.5M———
PNC Financial Services Group, Inc.
N/A—2,424,157-2,424,157-100%$354.9M———
Jones Financial Companies Lllp
N/A—1,996,544-1,996,544-100%$282.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,876,868-1,876,868-100%$274.8M———
Commerce Bank
N/A—1,523,545-1,523,545-100%$223.1M———
Northwestern Mutual Wealth Management Co
N/A—1,486,576-1,486,576-100%$217.6M———
Envestnet Portfolio Solutions, Inc.
N/A—1,352,671-1,352,671-100%$198.0M———
Osaic Holdings, Inc.
N/A—1,270,561-1,270,561-100%$186.1M———
FMR LLC
N/A—1,138,018-1,138,018-100%$166.6M———
Raymond James Financial Inc
N/A—996,753-996,753-100%$145.9M———
Royal Bank of Canada
N/A—918,632-918,632-100%$134.5M———
American Family Investments, Inc.
N/A—723,817-723,817-100%$106.0M———
Cetera Investment Advisers
N/A—722,419-722,419-100%$105.8M———
Mariner, LLC
N/A—662,972-662,972-100%$97.1M———
Zions Bancorporation, National Association
N/A—662,087-662,087-100%$96.9M———
Focus Partners Wealth
N/A—636,878-636,878-100%$93.2M———
CIBC Bancorp USA Inc.
N/A—615,207-615,207-100%$90.1M———
JPMorgan Chase & Co
N/A—588,919-588,919-100%$85.2M———
Stephens Inc
N/A—485,385-485,385-100%$71.1M———
Equitable Holdings, Inc.
N/A—461,131-461,131-100%$67.5M———
Goldman Sachs Group Inc
N/A—452,315-452,315-100%$66.2M———
Johnson Investment Counsel Inc
N/A—401,192-401,192-100%$58.7M———
BNP Paribas Financial Markets
N/A—395,460-395,460-100%$57.9M———
Wellington Management Group LLP
N/A—370,317-370,317-100%$54.2M———
Wescott Financial Advisory Group, LLC
N/A—338,838-338,838-100%$49.6M———
Truepoint, Inc.
N/A—320,731-320,731-100%$47.0M———
M&T Bank Corp
N/A—303,981-303,981-100%$44.5M———
Natixis Advisors, LLC
N/A—273,307-273,307-100%$40.0M———
Pacific Life Fund Advisors LLC
N/A—264,305-264,305-100%$25.5M———
Moneta Group Investment Advisors LLC
N/A—255,257-255,257-100%$37.4M———
Pinnacle Financial Partners, Inc.
N/A—250,670-250,670-100%$36.7M———
Baird Financial Group, Inc.
N/A—249,376-249,376-100%$36.5M———
HighTower Advisors, LLC
N/A—245,402-245,402-100%$35.9M———
Rockefeller Capital Management L.P.
N/A—226,826-226,826-100%$33.2M———
Hantz Financial Services, Inc.
N/A—216,541-216,541-100%$31.7M———
EP Wealth Advisors, LLC
N/A—190,389-190,389-100%$27.9M———
Orion Porfolio Solutions, LLC
N/A—187,509-187,509-100%$27.5M———
Stifel Financial Corp
N/A—177,600-177,600-100%$26.0M———
HSBC Holdings PLC
N/A—175,551-175,551-100%$25.7M———
Integrated Investment Consultants, LLC
N/A—171,138-171,138-100%$25.1M———
SVB Wealth LLC
N/A—169,224-169,224-100%$24.8M———
Pathstone Holdings, LLC
N/A—168,554-168,554-100%$24.7M———
Bank of Montreal
N/A—166,511-166,511-100%$24.4M———
Steward Partners Investment Advisory, LLC
N/A—163,540-163,540-100%$23.9M———
MML Investors Services, LLC
N/A—155,142-155,142-100%$22.7M———
AE Wealth Management LLC
N/A—152,890-152,890-100%$22.4M———
MAI Capital Management
N/A—152,623-152,623-100%$22.3M———
Tiaa Trust, National Association
N/A—152,190-152,190-100%$22.3M———
Falcon Wealth Planning
N/A—151,371-151,371-100%$22.2M———
Wealthspire Advisors, LLC
N/A—137,750-137,750-100%$20.2M———
Waverly Advisors, LLC
N/A—135,272-135,272-100%$19.8M———
Northern Trust Corp
N/A—128,220-128,220-100%$18.8M———
Captrust Financial Advisors
N/A—127,771-127,771-100%$18.7M———
Private Advisor Group, LLC
N/A—118,781-118,781-100%$17.4M———
Bank of Hawaii
N/A—115,648-115,648-100%$16.9M———
Sanctuary Advisors, LLC
N/A—114,201-114,201-100%$16.7M———
JMG Financial Group, Ltd.
N/A—113,405-113,405-100%$16.6M———
Curi Capital, LLC
N/A—107,028-107,028-100%$15.7M———
Brown Advisory Inc
N/A—103,158-103,158-100%$15.1M———
Bartlett & Co. Wealth Management LLC
N/A—103,050-103,050-100%$15.1M———
Nuveen, LLC
N/A—93,911-93,911-100%$13.7M———
Prosperity Consulting Group, LLC
N/A—93,825-93,825-100%$13.7M———
NorthRock Partners, LLC
N/A—86,562-86,562-100%$12.7M———
First Citizens Asset Management, Inc.
N/A—85,212-85,212-100%$12.5M———
Cerity Partners LLC
N/A—82,482-82,482-100%$12.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—80,842-80,842-100%$11.8M———
Legacy Edge Advisors, LLC
N/A—77,597-77,597-100%$11.4M———
Argent Trust Co
N/A—77,396-77,396-100%$11.3M———
NewEdge Advisors, LLC
N/A—75,558-75,558-100%$11.1M———
MidFirst Bank
N/A—73,734-73,734-100%$10.8M———
Petra Financial Advisors Inc
N/A—73,491-73,491-100%$10.8M———
Summit Trail Advisors, LLC
N/A—72,674-72,674-100%$10.6M———
&partners
N/A—69,969-69,969-100%$10.3M———
Stock Yards Bank & Trust Co
N/A—69,536-69,536-100%$10.2M———
Janney Montgomery Scott LLC
N/A—67,739-67,739-100%$9.9M———
First Foundation Advisors
N/A—66,345-66,345-100%$9.7M———
Stratos Wealth Partners, Ltd.
N/A—64,174-64,174-100%$9.4M———
Private Wealth Asset Management, LLC
N/A—61,655-61,655-100%$9.0M———
Mercer Global Advisors Inc
N/A—59,293-59,293-100%$8.7M———
Tower Research Capital LLC (TRC)
N/A—58,939-58,939-100%$8.6M———
Three Bearings Fiduciary Advisors, Inc.
N/A—58,018-58,018-100%$8.5M———
Citadel Advisors LLC
N/A—57,659-57,659-100%$8.4M———
Field & Main Bank
N/A—55,869-55,869-100%$8.2M———
Condor Capital Management
N/A—55,077-55,077-100%$8.1M———
UMB Bank, n.a.
N/A—54,694-54,694-100%$8.0M———
Quantinno Capital Management LP
N/A—53,780-53,780-100%$7.9M———
Atlantic Union Bankshares Corp
N/A—51,960-51,960-100%$7.6M———
Clearstead Advisors, LLC
N/A—50,405-50,405-100%$7.4M———
Blair William & Co
N/A—50,288-50,288-100%$7.4M———
UBS Asset Management Americas LLC
N/A—50,156-50,156-100%$7.3M———
Peapack Gladstone Financial Corp
N/A—49,469-49,469-100%$7.2M———
Merit Financial Group, LLC
N/A—48,429-48,429-100%$7.1M———
Vance Wealth, LLC
N/A—47,896-47,896-100%$7.0M———
Harbour Investments, Inc.
N/A—46,780-46,780-100%$6.8M———
Tocqueville Asset Management L.P.
N/A—45,275-45,275-100%$6.6M———
Bessemer Group Inc
N/A—45,212-45,212-100%$6.6M———
Huntington National Bank
N/A—44,722-44,722-100%$6.5M———
Fidelis Capital Partners, LLC
N/A—44,658-44,658-100%$6.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—44,388-44,388-100%$6.5M———
Savant Capital, LLC
N/A—44,239-44,239-100%$6.5M———
Focus Partners Advisor Solutions, LLC
N/A—43,870-43,870-100%$6.4M———
TAGStone Capital, Inc.
N/A—43,547-43,547-100%$6.4M———
AQR Capital Management LLC
N/A—43,450-43,450-100%$6.4M———
Summit Financial, LLC
N/A—42,435-42,435-100%$6.2M———
Beacon Pointe Advisors, LLC
N/A—42,161-42,161-100%$6.2M———
Gladstone Institutional Advisory LLC
N/A—40,593-40,593-100%$5.9M———
Kintra Wealth, LLC
N/A—40,475-40,475-100%$6.0M———
Arax Advisory Partners
N/A—39,784-39,784-100%$5.8M———
Freestone Capital Holdings, LLC
N/A—39,524-39,524-100%$5.8M———
First National Bank of Omaha
N/A—38,207-38,207-100%$5.5M———
Capital Group Private Client Services, Inc.
N/A—38,081-38,081-100%$5.6M———
Cresset Asset Management, LLC
N/A—37,991-37,991-100%$5.6M———
Great Valley Advisor Group, Inc.
N/A—36,800-36,800-100%$5.4M———
Saiph Capital, LLC
N/A—36,798-36,798-100%$5.4M———
Coldstream Capital Management Inc
N/A—36,180-36,180-100%$5.3M———
Widmann Financial Services, Inc.
N/A—35,390-35,390-100%$5.2M———
Vestmark Advisory Solutions, Inc.
N/A—35,072-35,072-100%$5.1M———
Johnson Financial Group, Inc.
N/A—34,981-34,981-100%$5.1M———
Glenmede Trust Co NA
N/A—34,116-34,116-100%$5.0M———
Sequent Asset Management, LLC
N/A—33,835-33,835-100%$5.0M———
Renaissance Technologies LLC
N/A—33,029-33,029-100%$4.8M———
Kingsview Wealth Management, LLC
N/A—32,854-32,854-100%$4.8M———
Price T Rowe Associates Inc
N/A—32,076-32,076-100%$4.7M———
Advisory Services Network, LLC
N/A—30,995-30,995-100%$4.5M———
Financial Engines Advisors L.L.C.
N/A—28,539-28,539-100%$4.2M———
Essex Financial Services, Inc.
N/A—27,513-27,513-100%$4.0M———
Thoroughbred Financial Services, LLC
N/A—26,723-26,723-100%$3.9M———
Mathes Company, Inc.
N/A—26,603-26,603-100%$3.9M———
One Capital Management, LLC
N/A—26,601-26,601-100%$3.4M———
IHT Wealth Management, LLC
N/A—26,545-26,545-100%$3.9M———
Veridan Wealth LLC
N/A—25,550-25,550-100%$3.7M———
Becker Capital Management Inc
N/A—25,465-25,465-100%$3.7M———
Arkadios Wealth Advisors
N/A—25,305-25,305-100%$3.7M———
Bluespring Wealth Management, LLC
N/A—25,276-25,276-100%$3.7M———
Vanguard National Trust Co
N/A—25,076-25,076-100%$3.7M———
Flow Traders U.S. LLC
N/A—24,818-24,818-100%$3.6M———
United Capital Financial Advisors, LLC
N/A—24,735-24,735-100%$3.6M———
Global Retirement Partners, LLC
N/A—23,444-23,444-100%$3.4M———
Nicolet Bankshares Inc
N/A—23,277-23,277-100%$3.4M———
RWA Wealth Partners, LLC
N/A—23,100-23,100-100%$3.4M———
Intrepid Financial Planning Group LLC
N/A—22,766-22,766-100%$3.3M———
Pointe Capital Management LLC
N/A—22,524-22,524-100%$3.3M———
Sequoia Financial Advisors, LLC
N/A—21,867-21,867-100%$3.2M———
HM Payson & Co
N/A—21,836-21,836-100%$3.2M———
Lowery Thomas, LLC
N/A—21,378-21,378-100%$3.1M———
Ameritas Advisory Services, LLC
N/A—20,692-20,692-100%$3.0M———
Broadleaf Partners, LLC
N/A—20,519-20,519-100%$3.0M———
Naviter Wealth, LLC
N/A—20,316-20,316-100%$3.0M———
Alliancebernstein L.P.
N/A—20,310-20,310-100%$2.6M———
Geneva Capital Management LLC
N/A—20,221-20,221-100%$3.0M———
IEQ Capital, LLC
N/A—20,121-20,121-100%$2.9M———
Paragon Financial Partners, Inc.
N/A—19,492-19,492-100%$2.7M———
SOA Wealth Advisors, Llc.
N/A—19,296-19,296-100%$2.8M———
JPL Wealth Management, LLC
N/A—18,925-18,925-100%$2.8M———
Bleakley Financial Group, LLC
N/A—18,825-18,825-100%$2.8M———
Proactive Wealth Strategies LLC
N/A—18,735-18,735-100%$2.7M———
Tolleson Wealth Management, Inc.
N/A—18,646-18,646-100%$2.7M———
Rathbones Group PLC
N/A—18,626-18,626-100%$2.7M———
Sierra Capital LLC
N/A—18,343-18,343-100%$2.7M———
Wealthfront Advisers LLC
N/A—18,297-18,297-100%$2.7M———
Element Wealth, LLC
N/A—18,090-18,090-100%$2.6M———
Brown Brothers Harriman & Co
N/A—17,004-17,004-100%$2.5M———
Betterment LLC
N/A—16,952-16,952-100%$2.5M———
Nvest Financial, LLC
N/A—16,869-16,869-100%$2.5M———
Insight 2811, Inc.
N/A—16,737-16,737-100%$2.5M———
Level Four Advisory Services, LLC
N/A—16,646-16,646-100%$2.4M———
Geneos Wealth Management Inc.
N/A—16,597-16,597-100%$2.4M———
Ducere Wealth Management LLC
N/A—16,270-16,270-100%$2.4M———
Castleark Management LLC
N/A—16,000-16,000-100%$2.3M———
Peloton Wealth Strategists
N/A—15,922-15,922-100%$2.3M———
Northeast Planning Associates, Inc. / NH /
N/A—15,859-15,859-100%$2.2M———
Corsair Capital Management, L.P.
N/A—15,833-15,833-100%$1.9M———
Silvercrest Asset Management Group LLC
N/A—15,716-15,716-100%$2.3M———
BlackRock, Inc.
N/A—15,687-15,687-100%$2.3M———
Mutual Advisors, LLC
N/A—15,465-15,465-100%$2.3M———
Nwam LLC
N/A—15,262-15,262-100%$2.2M———
National Philanthropic Trust
N/A—15,062-15,062-100%$2.2M———
MWA Asset Management
N/A—14,614-14,614-100%$2.1M———
BFC Planning, Inc.
N/A—14,604-14,604-100%$2.1M———
CreativeOne Wealth, LLC
N/A—14,339-14,339-100%$2.1M———
Cary Street Partners Financial LLC
N/A—14,263-14,263-100%$2.1M———
Western Wealth Management, LLC
N/A—13,882-13,882-100%$2.0M———
Tiaa Wealth Investment Management LLC
N/A—13,647-13,647-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—13,442-13,442-100%$2.0M———
Tradition Wealth Management, LLC
N/A—13,298-13,298-100%$1.9M———
Bradley Foster & Sargent Inc
N/A—13,169-13,169-100%$1.9M———
Flputnam Investment Management Co
N/A—13,037-13,037-100%$1.9M———
Alesco Advisors, LLC, An ESL Co
N/A—13,015-13,015-100%$1.9M———
American Wealth Advisors, LLC
N/A—12,977-12,977-100%$1.9M———
BTC Capital Management, Inc.
N/A—12,946-12,946-100%$1.9M———
IFC Advisors LLC
N/A—12,900-12,900-100%$1.9M———
Whittier Trust Co
N/A—12,630-12,630-100%$1.8M———
Composition Wealth, LLC
N/A—12,433-12,433-100%$1.8M———
Franklin Resources Inc
N/A—12,154-12,154-100%$1.8M———
Ritter Daniher Financial Advisory LLC / de
N/A—12,012-12,012-100%$1.8M———
Financial Freedom, LLC
N/A—11,726-11,726-100%$1.7M———
Next Capital Management LLC
N/A—11,648-11,648-100%$1.7M———
Neuberger Berman Group LLC
N/A—11,468-11,468-100%$1.7M———
Clearbridge Investments, LLC
N/A—11,450-11,450-100%$1.7M———
Cornerstone Financial Management LLC
N/A—11,444-11,444-100%$1.7M———
Fiduciary Trust Co
N/A—11,424-11,424-100%$1.7M———
Clarion Wealth Managment Partners, LLC
N/A—11,374-11,374-100%$1.7M———
Clearstead Trust, LLC
N/A—11,329-11,329-100%$1.7M———
Perennial Investment Advisors, LLC
N/A—11,204-11,204-100%$1.6M———
FAS Wealth Partners, Inc.
N/A—11,080-11,080-100%$1.6M———
Whittier Trust Co of Nevada Inc
N/A—10,876-10,876-100%$1.5M———
Thomasville National Bank
N/A—10,570-10,570-100%$1.5M———
Eldridge Investment Advisors, Inc.
N/A—10,293-10,293-100%$1.5M———
Walsh & Associates, LLC
N/A—10,261-10,261-100%$1.5M———
Fiduciary Financial Advisors
N/A—10,240-10,240-100%$1.5M———
Twin Focus Capital Partners, LLC
N/A—10,083-10,083-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—9,970-9,970-100%$1.5M———
Transcend Capital Advisors, LLC
N/A—9,784-9,784-100%$1.4M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—9,772-9,772-100%$1.4M———
Belpointe Asset Management LLC
N/A—9,677-9,677-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—9,634-9,634-100%$1.4M———
Pgim Custom Harvest LLC
N/A—9,465-9,465-100%$1.4M———
HBK Sorce Advisory LLC
N/A—9,370-9,370-100%$1.3M———
AlTi Global, Inc.
N/A—9,340-9,340-100%$1.4M———
Duncan Williams Asset Management, LLC
N/A—9,234-9,234-100%$1.4M———
BHK Investment Advisors, LLC
N/A—9,102-9,102-100%$1.3M———
Pack Private Wealth, LLC
N/A—9,031-9,031-100%$1.3M———
Ancora Advisors LLCA
N/A—8,868-8,868-100%$1.3M———
Matters Capital LLC
N/A—8,794-8,794-100%$1.3M———
Principal Securities, Inc.
N/A—8,695-8,695-100%$1.3M———
World Investment Advisors
N/A—8,036-8,036-100%$1.1M———
1ST Source Bank
N/A—7,979-7,979-100%$1.2M———
QRG Capital Management, Inc.
N/A—7,907-7,907-100%$1.2M———
Bearing Point Capital, LLC
N/A—7,887-7,887-100%$1.2M———
Old Mission Capital LLC
N/A—7,852-7,852-100%$1.1M———
Rehmann Capital Advisory Group
N/A—7,771-7,771-100%$1.1M———
Choate Investment Advisors
N/A—7,760-7,760-100%$1.1M———
Garrison Point Advisors, LLC
N/A—7,758-7,758-100%$1.1M———
Biondo Investment Advisors, LLC
N/A—7,757-7,757-100%$1.1M———
Callan Family Office, LLC
N/A—7,630-7,630-100%$1.1M———
Jacobs Equity LLC
N/A—7,603-7,603-100%$1.1M———
Sound View Wealth Advisors Group, LLC
N/A—7,411-7,411-100%$1.1M———
Brand Asset Management Group, Inc.
N/A—7,303-7,303-100%$1.1M———
Bedel Financial Consulting, Inc.
N/A—7,276-7,276-100%$1.1M———
Stonebridge Capital Advisors LLC
N/A—7,219-7,219-100%$1.1M———
Mairs & Power Inc
N/A—7,058-7,058-100%$1.0M———
Strategic Financial Concepts, LLC
N/A—7,043-7,043-100%$1.0M———
Allworth Financial LP
N/A—6,830-6,830-100%$999.9K———
Alongside, LLC
N/A—6,703-6,703-100%$981.4K———
49 Wealth Management, LLC
N/A—6,703-6,703-100%$981.4K———
Stonebridge Financial Planning Group, LLC
N/A—6,615-6,615-100%$968.6K———
Garden State Investment Advisory Services LLC
N/A—6,558-6,558-100%$960.2K———
Fortis Capital Advisors, LLC
N/A—6,465-6,465-100%$946.6K———
Davis R M Inc
N/A—6,296-6,296-100%$921.8K———
Keel Point, LLC
N/A—6,273-6,273-100%$918.4K———
American Trust
N/A—6,252-6,252-100%$915.3K———
Financial Alternatives, Inc
N/A—6,140-6,140-100%$899.0K———
Wealth Alliance, LLC
N/A—6,129-6,129-100%$897.4K———
Pettyjohn, Wood & White, Inc
N/A—6,074-6,074-100%$889.3K———
Voya Investment Management LLC
N/A—6,034-6,034-100%$883.4K———
Octavia Wealth Advisors, LLC
N/A—5,953-5,953-100%$871.5K———
Valued Retirements, Inc.
N/A—5,939-5,939-100%$869.6K———
Round Rock Advisors LLC
N/A—5,905-5,905-100%$864.6K———
Savvy Advisors, Inc.
N/A—5,872-5,872-100%$859.7K———
O'shaughnessy Asset Management, LLC
N/A—5,712-5,712-100%$836.3K———
AFT, Forsyth & Company, Inc.
N/A—5,448-5,448-100%$797.7K———
Two Sigma Securities, LLC
N/A—5,411-5,411-100%$792.2K———
Ruggaard & Associates LLC
N/A—5,200-5,200-100%$761.3K———
Meridian Management Co
N/A—5,200-5,200-100%$761.3K———
Pure Financial Advisors, LLC
N/A—5,191-5,191-100%$760.0K———
Wellspring Financial Advisors, LLC
N/A—5,181-5,181-100%$758.6K———
Clark Capital Management Group, Inc.
N/A—5,179-5,179-100%$758.3K———
Gilbert & Cook, Inc.
N/A—5,142-5,142-100%$752.8K———
White Knight Strategic Wealth Advisors, LLC
N/A—5,097-5,097-100%$746.3K———
Owen LaRue, LLC
N/A—5,029-5,029-100%$736.3K———
Leavell Investment Management, Inc.
N/A—5,027-5,027-100%$736.0K———
HRT Financial LP
N/A—5,025-5,025-100%$735.0K———
White Pine Capital LLC
N/A—5,012-5,012-100%$733.8K———
Wick Capital Partners, LLC
N/A—4,995-4,995-100%$246.8K———
First Western Trust Bank
N/A—4,965-4,965-100%$726.9K———
Bragg Financial Advisors, Inc
N/A—4,964-4,964-100%$726.8K———
Hancock Whitney Corp
N/A—4,953-4,953-100%$725.2K———
Ballentine Partners, LLC
N/A—4,951-4,951-100%$724.9K———
Westfield Capital Management Co LP
N/A—4,949-4,949-100%$724.6K———
Financial Sense Advisors, Inc.
N/A—4,834-4,834-100%$707.8K———
Providence Capital Advisors, LLC
N/A—4,808-4,808-100%$703.9K———
Retirement Income Solutions, Inc
N/A—4,725-4,725-100%$605.4K———
SouthState Bank Corp
N/A—4,684-4,684-100%$685.8K———
Caprock Group, LLC
N/A—4,663-4,663-100%$682.8K———
Colonial Trust Co / SC
N/A—4,626-4,626-100%$677.3K———
Wealthedge Investment Advisors, LLC
N/A—4,540-4,540-100%$664.8K———
Valmark Advisers, Inc.
N/A—4,293-4,293-100%$628.5K———
Mosaic Family Wealth Partners, LLC
N/A—4,286-4,286-100%$627.6K———
Chicago Wealth Management, Inc.
N/A—4,246-4,246-100%$621.7K———
Viawealth, LLC
N/A—4,236-4,236-100%$620.2K———
Jane Street Group, LLC
N/A—4,194-4,194-100%$614.0K———
Icon Wealth Advisors, LLC
N/A—4,192-4,192-100%$613.8K———
Silver OAK Securities, Incorporated
N/A—4,183-4,183-100%$612.4K———
Topsail Wealth Management, LLC
N/A—4,180-4,180-100%$612.0K———
Regal Investment Advisors LLC
N/A—4,147-4,147-100%$607.1K———
NewEdge Wealth, LLC
N/A—4,120-4,120-100%$603.1K———
Berkshire Asset Management LLC
N/A—4,096-4,096-100%$599.7K———
Smith, Moore & Co.
N/A—4,055-4,055-100%$593.7K———
Werba Rubin Papier Wealth Management
N/A—3,988-3,988-100%$583.9K———
Carl P. Sherr & Co., LLC
N/A—3,970-3,970-100%$581.2K———
KKM Financial LLC
N/A—3,909-3,909-100%$572.3K———
National Bank of Canada
N/A—3,832-3,832-100%$558.6K———
Rhumbline Advisers
N/A—3,795-3,795-100%$555.6K———
Prestige Wealth Management Group LLC
N/A—3,729-3,729-100%$545.9K———
New Age Alpha Advisors, LLC
N/A—3,668-3,668-100%$537.0K———
Haverford Trust Co
N/A—3,627-3,627-100%$531.0K———
Granite Harbor Advisors, Inc.
N/A—3,575-3,575-100%$523.4K———
Texas Yale Capital Corp.
N/A—3,561-3,561-100%$521.4K———
Strategies Wealth Advisors, LLC
N/A—3,471-3,471-100%$508.1K———
PFG Investments, LLC
N/A—3,461-3,461-100%$506.8K———
Centaurus Financial, Inc.
N/A—3,453-3,453-100%$506.0K———
Trexquant Investment LP
N/A—3,375-3,375-100%$494.1K———
Granite Bay Wealth Management, LLC
N/A—3,356-3,356-100%$492.0K———
Independent Advisor Alliance
N/A—3,304-3,304-100%$483.7K———
Standard Family Office LLC
N/A—3,300-3,300-100%$483.2K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,250-3,250-100%$475.8K———
Easterly Investment Partners LLC
N/A—3,240-3,240-100%$474.4K———
Partners in Financial Planning
N/A—3,205-3,205-100%$469.3K———
Stratos Investment Management, LLC
N/A—3,196-3,196-100%$468.1K———
R.H. Investment Group, LLC
N/A—3,156-3,156-100%$462.1K———
Roehl & Yi Investment Advisors, LLC
N/A—3,142-3,142-100%$460.0K———
FreeGulliver LLC
N/A—3,139-3,139-100%$459.5K———
Old North State Trust, LLC
N/A—3,135-3,135-100%$459.0K———
Cascade Financial Partners, LLC
N/A—3,123-3,123-100%$457.3K———
LifePlan Investment Advisors, Inc.
N/A—3,086-3,086-100%$451.8K———
Madison Asset Management, LLC
N/A—3,078-3,078-100%$450.7K———
Susquehanna International Group, LLP
N/A—3,072-3,072-100%$449.8K———
Qube Research & Technologies Ltd
N/A—3,056-3,056-100%$447.4K———
Continuum Advisory, LLC
N/A—3,035-3,035-100%$444.4K———
Fiera Capital Corp
N/A—2,980-2,980-100%$436.3K———
Diversified Trust Co
N/A—2,978-2,978-100%$436.0K———
Rothschild Capital Partners, LLC
N/A—2,942-2,942-100%$430.7K———
BCS Private Wealth Management, Inc.
N/A—2,920-2,920-100%$427.5K———
OneAscent Financial Services LLC
N/A—2,913-2,913-100%$426.5K———
Performance Wealth Partners, LLC
N/A—2,903-2,903-100%$425.0K———
Bridges Investment Management Inc
N/A—2,898-2,898-100%$424.3K———
Gateway Wealth Partners, LLC
N/A—2,892-2,892-100%$423.4K———
KilterHowling LLC
N/A—2,878-2,878-100%$421.4K———
Advisory Alpha, LLC
N/A—2,788-2,788-100%$408.3K———
Evercore Wealth Management, LLC
N/A—2,784-2,784-100%$407.6K———
CCG Wealth Management, LLC
N/A—2,780-2,780-100%$407.0K———
WealthTrust Axiom LLC
N/A—2,742-2,742-100%$401.5K———
Gotham Asset Management, LLC
N/A—2,731-2,731-100%$399.8K———
Madison Wealth Partners, Inc
N/A—2,727-2,727-100%$399.3K———
Bogart Wealth, LLC
N/A—2,713-2,713-100%$397.3K———
Kelman-Lazarov, Inc.
N/A—2,698-2,698-100%$395.0K———
CIBC World Market Inc.
N/A—2,684-2,684-100%$393.0K———
Bcgm Wealth Management, LLC
N/A—2,684-2,684-100%$393.0K———
Ironwood Investment Counsel, LLC
N/A—2,681-2,681-100%$392.5K———
Argent Advisors, Inc.
N/A—2,650-2,650-100%$388.0K———
Wealth Care LLC
N/A—2,620-2,620-100%$383.6K———
Texas Capital Bank Wealth Management Services Inc
N/A—2,597-2,597-100%$380.2K———
Capital Advisors Inc
N/A—2,552-2,552-100%$373.6K———
Steelhead Wealth Management LLC
N/A—2,549-2,549-100%$373.0K———
Mayflower Financial Advisors, LLC
N/A—2,540-2,540-100%$371.9K———
Pacific SUN Financial Corp
N/A—2,538-2,538-100%$371.6K———
Paladin Advisory Group, LLC
N/A—2,529-2,529-100%$370.3K———
Stonebridge Financial Group, LLC / MO
N/A—2,519-2,519-100%$368.8K———
RiverGlades Family Offices LLC
N/A—2,502-2,502-100%$366.3K———
Kovack Advisors, Inc.
N/A—2,487-2,487-100%$362.1K———
Lavaca Capital LLC
N/A—2,486-2,486-100%$364.0K———
GeoWealth Management, LLC
N/A—2,461-2,461-100%$360.3K———
Fortune Financial Advisors, LLC
N/A—2,437-2,437-100%$356.8K———
Pioneer Trust Bank N A
N/A—2,400-2,400-100%$351.4K———
EWA, LLC
N/A—2,394-2,394-100%$350.6K———
Compass Capital Management, Inc
N/A—2,376-2,376-100%$347.9K———
Lazard Asset Management LLC
N/A—2,365-2,365-100%$346.3K———
LRI Investments, LLC
N/A—2,350-2,350-100%$344.1K———
Xcelsior Advisor Partners LLC
N/A—2,337-2,337-100%$342.2K———
Vista Capital Partners, Inc.
N/A—2,312-2,312-100%$338.5K———
Monetary Management Group Inc
N/A—2,250-2,250-100%$329.4K———
Nova Wealth Management, Inc.
N/A—2,249-2,249-100%$329.3K———
XTX Topco Ltd
N/A—2,224-2,224-100%$325.6K———
Dorsey & Whitney Trust Co LLC
N/A—2,210-2,210-100%$323.6K———
Daybright Advisory Services, Inc.
N/A—2,192-2,192-100%$300.3K———
Meramec Financial Planners, LLC
N/A—2,191-2,191-100%$301.3K———
IFG Advisory, LLC
N/A—2,167-2,167-100%$317.3K———
Moors & Cabot, Inc.
N/A—2,112-2,112-100%$309.2K———
SEI Investments Co
N/A—2,106-2,106-100%$308.3K———
Cozad Asset Management Inc
N/A—2,100-2,100-100%$307.5K———
Empower Advisory Group, LLC
N/A—2,099-2,099-100%$307.3K———
Lcnb Corp
N/A—2,060-2,060-100%$301.6K———
Portland Global Advisors LLC
N/A—2,026-2,026-100%$296.6K———
HFG Advisors, Inc.
N/A—2,025-2,025-100%$296.5K———
Highland Investment Advisors LLC
N/A—2,016-2,016-100%$295.2K———
Rockbridge Investment Management, LCC
N/A—2,013-2,013-100%$294.7K———
EFG International AG
N/A—1,971-1,971-100%$288.6K———
Scotia Capital Inc.
N/A—1,965-1,965-100%$287.7K———
Oxbow Advisors, LLC
N/A—1,959-1,959-100%$286.8K———
Summit Wealth Partners, LLC
N/A—1,948-1,948-100%$285.2K———
Phoenix Financial Ltd.
N/A—1,908-1,908-100%$279.3K———
Fayez Sarofim & Co
N/A—1,896-1,896-100%$277.6K———
Capital Analysts, LLC
N/A—1,881-1,881-100%$249.0K———
Stratos Wealth Advisors, LLC
N/A—1,847-1,847-100%$270.4K———
West Michigan Advisors, LLC
N/A—1,836-1,836-100%$268.8K———
Hollencrest Capital Management
N/A—1,754-1,754-100%$256.8K———
HighPoint Advisor Group LLC
N/A—1,754-1,754-100%$256.9K———
Sandy Cove Advisors, LLC
N/A—1,747-1,747-100%$255.7K———
Matrix Private Capital Group LLC
N/A—1,704-1,704-100%$249.5K———
FLP Wealth Management, LLC
N/A—1,696-1,696-100%$248.3K———
Crux Wealth Advisors
N/A—1,695-1,695-100%$248.1K———
Mason & Associates Inc
N/A—1,685-1,685-100%$246.7K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,683-1,683-100%$246.4K———
Institute for Wealth Management, Llc.
N/A—1,679-1,679-100%$245.8K———
First Trust Advisors LP
N/A—1,679-1,679-100%$245.8K———
Private Advisory Group LLC
N/A—1,677-1,677-100%$245.5K———
Trivant Custom Portfolio Group, LLC
N/A—1,660-1,660-100%$243.1K———
Kirtland Hills Capital Management, LLC
N/A—1,658-1,658-100%$242.7K———
Twin Peaks Wealth Advisors, LLC
N/A—1,562-1,562-100%$228.8K———
Maridea Wealth Management LLC
N/A—1,554-1,554-100%$227.5K———
Clare Market Investments LLC
N/A—1,534-1,534-100%$224.6K———
Waddell & Associates, LLC
N/A—1,522-1,522-100%$222.8K———
GW&K Investment Management, LLC
N/A—1,521-1,521-100%$223.0K———
Alta Wealth Advisors LLC
N/A—1,514-1,514-100%$221.6K———
Avise Financial Cooperative, Inc.
N/A—1,494-1,494-100%$218.7K———
Wrapmanager Inc
N/A—1,486-1,486-100%$217.6K———
First Manhattan Co. Llc.
N/A—1,484-1,484-100%$217.3K———
AssuredPartners Investment Advisors, LLC
N/A—1,468-1,468-100%$214.9K———
Theory Financial LLC
N/A—1,464-1,464-100%$214.3K———
River Wealth Advisors LLC
N/A—1,447-1,447-100%$211.9K———
Denver Wealth Management, Inc.
N/A—1,436-1,436-100%$210.2K———
Summitry LLC
N/A—1,400-1,400-100%$205.0K———
Stokes Family Office, LLC
N/A—1,400-1,400-100%$205.0K———
Auxano Advisors, LLC
N/A—1,389-1,389-100%$203.4K———
Wealthquest Corp
N/A—1,384-1,384-100%$202.6K———
Aptus Capital Advisors, LLC
N/A—1,380-1,380-100%$202.0K———
Rosenblum Silverman Sutton S F Inc
N/A—1,370-1,370-100%$200.6K———
Axis Wealth Partners, LLC
N/A—1,369-1,369-100%$200.4K———
Russell Investments Group, Ltd.
N/A—1,318-1,318-100%$193.1K———
N.E.W. Advisory Services LLC
N/A—1,228-1,228-100%$179.8K———
Basepoint Wealth LLC
N/A—1,214-1,214-100%$177.8K———
Hills Bank & Trust Co
N/A—1,197-1,197-100%$175.3K———
Smithfield Trust Co
N/A—1,197-1,197-100%$176.0K———
BOK Financial Private Wealth, Inc.
N/A—1,146-1,146-100%$167.8K———
New Republic Capital, LLC
N/A—1,131-1,131-100%$165.6K———
Horizon Investments, LLC
N/A—1,097-1,097-100%$160.6K———
Vanguard Advisers Inc
N/A—1,053-1,053-100%$154.2K———
Ballast Advisors LLC
N/A—1,032-1,032-100%$151.1K———
Oxford Financial Group, Ltd. LLC
N/A—1,018-1,018-100%$149.0K———
Strategic Wealth Advisors LLC
N/A—979-979-100%$134———
Centennial Bank
N/A—937-937-100%$137.2K———
Edmond de Rothschild Holding S.A.
N/A—917-917-100%$134.3K———
Raffa Wealth Management, LLC
N/A—844-844-100%$123.6K———
Colonial Trust Advisors
N/A—800-800-100%$117.1K———
Sittner & Nelson, LLC
N/A—800-800-100%$117.1K———
Operose Advisors LLC
N/A—800-800-100%$117.1K———
Howe & Rusling Inc
N/A—767-767-100%$112.3K———
Glassman Wealth Services
N/A—747-747-100%$109.4K———
WealthCollab, LLC
N/A—743-743-100%$108.8K———
Kerr Financial Planning Corp
N/A—733-733-100%$107.2K———
Darwin Wealth Management, LLC
N/A—725-725-100%$106.3K———
Bank of the Bluegrass & Trust Co.
N/A—720-720-100%$99.1K———
Ramirez Asset Management, Inc.
N/A—700-700-100%$102.5K———
Knott David M Jr
N/A—695-695-100%$101.8K———
Game Plan Financial Advisors, LLC
N/A—692-692-100%$101.3K———
Ameriflex Group, Inc.
N/A—650-650-100%$95.2K———
Investors Portfolio Services LLC
N/A—638-638-100%$93.4K———
Wellington Grp LLC
N/A—574-574-100%$73.5K———
Rothschild Investment LLC
N/A—562-562-100%$82.3K———
Addison Advisors LLC
N/A—526-526-100%$77.0K———
Concord Investment Counsel Inc.
N/A—515-515-100%$59.7K———
Strive Financial Group,LLC
N/A—514-514-100%$75.3K———
Pinney & Scofield, Inc.
N/A—509-509-100%$74.5K———
Rialto Wealth Management, LLC
N/A—479-479-100%$70.1K———
Smartleaf Asset Management LLC
N/A—473-473-100%$68.4K———
Keating Financial Advisory Services, Inc.
N/A—452-452-100%$66.2K———
Copia Wealth Management
N/A—451-451-100%$66.0K———
Parvin Asset Management, LLC
N/A—445-445-100%$65.2K———
Bernard Wealth Management Corp.
N/A—428-428-100%$62.7K———
ST Germain D J Co Inc
N/A—423-423-100%$61.9K———
Front Row Advisors LLC
N/A—406-406-100%$58.8K———
Coston, McIsaac & Partners
N/A—405-405-100%$59.0K———
Greykasell Wealth Strategies, Inc.
N/A—385-385-100%$56.4K———
Nalls Sherbakoff Group, LLC
N/A—383-383-100%$56.1K———
Millstone Evans Group, LLC
N/A—381-381-100%$55.8K———
Deutsche Bank Ag\
N/A—346-346-100%$50.7K———
Founders Financial Alliance, LLC
N/A—308-308-100%$45.1K———
Measured Wealth Private Client Group, LLC
N/A—271-271-100%$39.7K———
Webster Bank, N. A.
N/A—262-262-100%$38.4K———
PIN OAK Investment Advisors Inc
N/A—259-259-100%$38.0K———
Park Place Capital Corp
N/A—239-239-100%$35.0K———
Lowe Brockenbrough & Co Inc
N/A—230-230-100%$33.7K———
Allied Private Wealth LLC
N/A—226-226-100%$32.1K———
Migdal Insurance & Financial Holdings Ltd.
N/A—224-224-100%$32.8K———
Mark Sheptoff Financial Planning, LLC
N/A—217-217-100%$31.8K———
Richard W. Paul & Associates, LLC
N/A—208-208-100%$30.5K———
BankPlus Trust Department
N/A—208-208-100%$30.5K———
Financial Gravity Companies, Inc.
N/A—200-200-100%$29.3K———
SHP Wealth Management
N/A—199-199-100%$29.1K———
HighMark Wealth Management LLC
N/A—191-191-100%$28.0K———
CNB Bank
N/A—181-181-100%$26.5K———
Delta Asset Management LLC
N/A—180-180-100%$26.4K———
Mpwm Advisory Solutions, LLC
N/A—167-167-100%$24.5K———
Kilter Group LLC
N/A—166-166-100%$24.3K———
Investment Counsel Co of Nevada
N/A—162-162-100%$23.7K———
Ankerstar Wealth, LLC
N/A—150-150-100%$22.0K———
Riverview Trust Co
N/A—150-150-100%$22.0K———
Dunhill Financial, LLC
N/A—149-149-100%$21.8K———
Aventura Private Wealth, LLC
N/A—135-135-100%$19.8K———
Strategic Investment Solutions, Inc.
N/A—120-120-100%$17.6K———
Security National Bank of Sioux City Iowa
N/A—110-110-100%$16.1K———
Beaird Harris Wealth Management, LLC
N/A—110-110-100%$16.1K———
one8zero8, LLC
N/A—102-102-100%$14.9K———
Windsor Advisory Group, LLC
N/A—102-102-100%$15.0K———
Caldwell Sutter Capital, Inc.
N/A—102-102-100%$14.9K———
HHM Wealth Advisors, LLC
N/A—100-100-100%$14.6K———
Federation des caisses Desjardins du Quebec
N/A—100-100-100%$14.6K———
Vision Retirement, LLC
N/A—94-94-100%$13.8K———
Crews Bank & Trust
N/A—94-94-100%$13.8K———
Glen Eagle Advisors, LLC
N/A—66-66-100%$9.7K———
Anchor Investment Management, LLC
N/A—55-55-100%$8.1K———
Artisan Partners Limited Partnership
N/A—53-53-100%$7.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—52-52-100%$7.6K———
Tidemark, LLC
N/A—46-46-100%$6.7K———
Wallace Hart LLC
N/A—40-40-100%$5.9K———
Strategic Wealth Partners, Ltd.
N/A—40-40-100%$5.9K———
Integrity Financial Corp
N/A—38-38-100%$5.6K———
Synergy Investment Management, LLC
N/A—35-35-100%$5.1K———
Broadwater Capital Management LLC
N/A—32-32-100%$4.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—24-24-100%$3.5K———
Orion Capital Management LLC
N/A—11-11-100%$1.6K———
Motco
N/A—6-6-100%$878———
Fortis Group Advisors, LLC
N/A—4-4-100%$586———
Transamerica Financial Advisors, LLC
N/A—3-3-100%$449———
Manning & Napier Advisors LLC
N/A—00—$10———
Showing 1266 of 1266 institutions