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Ishares Russell Mid-Cap ETF (IWR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
DECREASED
Shares12,745,701 from 12,780,590
Change-34,889 (0%)
Value$1.4B (-$49.9M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares10,690,924 from 10,734,592
Change-43,668 (0%)
Value$1.1B (-$43.4M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares4,161,402 from 4,120,231
Change+41,171 (+1%)
Value$444.1M (-$10.5M)
Filed 2026-10-30
AMG National Trust Bank
INCREASED
Shares3,942,854 from 3,869,983
Change+72,871 (+2%)
Value$420.7M (-$6.2M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares2,433,897 from 2,501,173
Change-67,276 (-3%)
Value$259.7M (-$16.2M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares1,526,561 from 1,557,703
Change-31,142 (-2%)
Value$162.9M (-$8.9M)
Filed 2026-11-04
Glenview Trust Co
INCREASED
Shares1,418,745 from 1,408,028
Change+10,717 (+1%)
Value$151.4M (-$3.9M)
Filed 2026-10-28
Oakworth Capital, Inc.
INCREASED
Shares1,244,957 from 1,239,128
Change+5,829 (+0%)
Value$132.8M (-$3.8M)
Filed 2026-10-26
Performa Ltd (US), LLC
UNCHANGED
Shares1,124,020 from 1,124,020
Change0 (0%)
Value$119.9M (-$4.1M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares994,593 from 940,349
Change+54,244 (+6%)
Value$106.1M (+$2.4M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares943,327 from 936,524
Change+6,803 (+1%)
Value$100.7M (-$2.7M)
Filed 2026-11-02
Washington Trust Co
DECREASED
Shares897,690 from 904,618
Change-6,928 (-1%)
Value$95.8M (-$4.0M)
Filed 2026-10-22
Catalyst Capital Advisors LLC
INCREASED
Shares851,871 from 768,475
Change+83,396 (+11%)
Value$90.9M (+$6.1M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares752,722 from 838,027
Change-85,305 (-10%)
Value$80.3M (-$12.1M)
Filed 2026-11-02
Factory Mutual Insurance Co
DECREASED
Shares701,400 from 758,700
Change-57,300 (-8%)
Value$74.8M (-$8.9M)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED
Shares597,551 from 565,606
Change+31,945 (+6%)
Value$63.8M (+$1.4M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares559,150 from 563,031
Change-3,881 (-1%)
Value$60.9M (-$1.1M)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
DECREASED
Shares531,848 from 553,000
Change-21,152 (-4%)
Value$56.8M (-$4.3M)
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares519,727 from 519,161
Change+566 (+0%)
Value$55.5M (-$1.8M)
Filed 2026-10-22
Albion Financial Group
DECREASED
Shares478,460 from 519,943
Change-41,483 (-8%)
Value$51.1M (-$6.3M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares475,774 from 493,942
Change-18,168 (-4%)
Value$50.8K (-$54.4M)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED
Shares439,519 from 436,496
Change+3,023 (+1%)
Value$46.9M (-$1.3M)
Filed 2026-10-23
Stegner Investment Associates Inc.
DECREASED
Shares406,295 from 407,479
Change-1,184 (0%)
Value$43.4M (-$1.6M)
Filed 2026-10-15
Consolidated Investment Group LLC
UNCHANGED
Shares362,100 from 362,100
Change0 (0%)
Value$38.6M (-$1.3M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares356,136 from 299,390
Change+56,746 (+19%)
Value$38.0M (+$5.0M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares336,582 from 283,575
Change+53,007 (+19%)
Value$35.9M (+$4.6M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares330,194 from 321,949
Change+8,245 (+3%)
Value$35.2M (-$282.4K)
Filed 2026-10-28
Regions Financial Corp
INCREASED
Shares304,400 from 286,968
Change+17,432 (+6%)
Value$32.5M (+$824.2K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares288,923 from 267,207
Change+21,716 (+8%)
Value$30.8M (+$1.4M)
Filed 2026-10-08
MCF Advisors LLC
DECREASED
Shares285,767 from 318,059
Change-32,292 (-10%)
Value$30.5M (-$4.6M)
Filed 2026-10-28
Coastline Trust Co
DECREASED
Shares279,139 from 337,887
Change-58,748 (-17%)
Value$29.8M (-$7.5M)
Filed 2026-10-01
DT Investment Partners, LLC
INCREASED
Shares264,781 from 260,626
Change+4,155 (+2%)
Value$28.3M (-$497.5K)
Filed 2026-10-27
Sigma Investment Counselors Inc
INCREASED
Shares259,589 from 242,040
Change+17,549 (+7%)
Value$27.7M (+$998.9K)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares242,419 from 236,174
Change+6,245 (+3%)
Value$25.9M (-$134.0K)
Filed 2026-11-05
XML Financial, LLC
DECREASED
Shares226,443 from 233,838
Change-7,395 (-3%)
Value$24.2M (-$1.6M)
Filed 2026-10-29
Fifth Third Wealth Advisors LLC
INCREASED
Shares219,032 from 215,938
Change+3,094 (+1%)
Value$23.4M (-$449.5K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares215,963 from 217,178
Change-1,215 (-1%)
Value$23.0M (-$913.7K)
Filed 2026-10-14
Legacy Advisors, LLC
DECREASED
Shares206,268 from 207,332
Change-1,064 (-1%)
Value$22.0M (-$862.0K)
Filed 2026-10-19
Amarillo National Bank
DECREASED
Shares203,802 from 213,419
Change-9,617 (-5%)
Value$21.7M (-$1.8M)
Filed 2026-10-23
LJI Wealth Management, LLC
INCREASED
Shares198,047 from 192,587
Change+5,460 (+3%)
Value$21.1M (-$112.7K)
Filed 2026-10-28
Ullmann Wealth Partners Group, LLC
INCREASED
Shares196,584 from 195,007
Change+1,577 (+1%)
Value$21.0M (-$535.7K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares188,586 from 42,013
Change+146,573 (+349%)
Value$20.1M (+$15.5M)
Filed 2026-11-04
Tompkins Financial Corp
INCREASED
Shares185,837 from 178,556
Change+7,281 (+4%)
Value$19.8M (+$132.4K)
Filed 2026-10-05
PFW Advisors LLC
DECREASED
Shares177,997 from 179,719
Change-1,722 (-1%)
Value$19.0M (-$832.5K)
Filed 2026-10-07
Avidian Wealth Enterprises, LLC
INCREASED
Shares176,761 from 171,429
Change+5,332 (+3%)
Value$18.9M (-$49.8K)
Filed 2026-10-08
Southern Capital Advisors, LLC
INCREASED
Shares174,467 from 19,611
Change+154,856 (+790%)
Value$18.6M (+$16.5M)
Filed 2026-10-26
Unique Wealth, LLC
DECREASED
Shares174,213 from 174,962
Change-749 (0%)
Value$18.6M (-$711.6K)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares173,816 from 166,059
Change+7,757 (+5%)
Value$18.5M (+$228.4K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares166,801 from 166,906
Change-105 (0%)
Value$17.8M (-$613.7K)
Filed 2026-11-03
Bokf, NA
INCREASED
Shares166,630 from 166,518
Change+112 (+0%)
Value$17.8M (-$589.2K)
Filed 2026-10-27
Culbertson A N & Co Inc
DECREASED
Shares164,184 from 165,548
Change-1,364 (-1%)
Value$17.5M (-$743.2K)
Filed 2026-10-21
Patton Fund Management, Inc.
DECREASED
Shares160,644 from 164,789
Change-4,145 (-3%)
Value$17.1M (-$1.0M)
Filed 2026-10-13
Bricktown Capital, LLC
UNCHANGED
Shares156,088 from 156,088
Change0 (0%)
Value$16.7M (-$563.5K)
Filed 2026-10-13
Ascent Group, LLC
INCREASED
Shares155,297 from 144,542
Change+10,755 (+7%)
Value$16.6M (+$625.9K)
Filed 2026-10-30
Fox Financial, Inc
DECREASED
Shares154,839 from 157,843
Change-3,004 (-2%)
Value$16.5M (-$890.3K)
Filed 2026-10-29
Woodstock Corp
DECREASED
Shares154,330 from 156,185
Change-1,855 (-1%)
Value$16.5M (-$761.8K)
Filed 2026-10-13
Three Bridge Wealth Advisors, LLC
INCREASED
Shares154,056 from 151,759
Change+2,297 (+2%)
Value$16.4M (-$302.8K)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares152,617 from 155,078
Change-2,461 (-2%)
Value$16.3M (-$822.4K)
Filed 2026-10-14
Sonata Capital Group Inc
DECREASED
Shares146,206 from 149,744
Change-3,538 (-2%)
Value$15.6M (-$918.1K)
Filed 2026-10-19
Country Trust Bank
DECREASED
Shares143,758 from 154,911
Change-11,153 (-7%)
Value$15.3M (-$1.7M)
Filed 2026-10-30
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares143,205 from 136,353
Change+6,852 (+5%)
Value$15.3M (+$238.9K)
Filed 2026-10-09
Perigon Wealth Management, LLC
DECREASED
Shares137,468 from 142,889
Change-5,421 (-4%)
Value$14.7M (-$1.1M)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED
Shares132,892 from 136,456
Change-3,564 (-3%)
Value$14.2M (-$872.9K)
Filed 2026-10-20
Heck Capital Advisors, LLC
INCREASED
Shares129,870 from 127,185
Change+2,685 (+2%)
Value$13.9M (-$172.6K)
Filed 2026-10-14
Bailard, Inc.
DECREASED
Shares128,925 from 129,623
Change-698 (-1%)
Value$13.8M (-$542.4K)
Filed 2026-10-13
TD Private Client Wealth LLC
INCREASED
Shares127,295 from 89,220
Change+38,075 (+43%)
Value$13.6M (+$3.7M)
Filed 2026-10-28
VestGen Advisors, LLC
DECREASED
Shares126,826 from 126,880
Change-54 (0%)
Value$13.5M (-$463.8K)
Filed 2026-10-27
Krane Financial Solutions LLC
DECREASED
Shares125,768 from 130,220
Change-4,452 (-3%)
Value$13.4M (-$945.1K)
Filed 2026-10-30
Fifth Third Securities, Inc.
INCREASED
Shares123,695 from 70,202
Change+53,493 (+76%)
Value$13.2M (+$5.5M)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares123,103 from 103,033
Change+20,070 (+19%)
Value$13.1M (+$1.8M)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares120,680 from 108,659
Change+12,021 (+11%)
Value$12.9M (+$890.5K)
Filed 2026-11-03
Old National Bancorp
DECREASED
Shares119,390 from 126,173
Change-6,783 (-5%)
Value$12.7M (-$1.2M)
Filed 2026-10-20
First National Trust Co
DECREASED
Shares118,982 from 122,161
Change-3,179 (-3%)
Value$12.7M (-$780.2K)
Filed 2026-10-28
Washington Trust Bank
DECREASED
Shares115,166 from 115,234
Change-68 (0%)
Value$12.3M (-$423.3K)
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares113,112 from 117,593
Change-4,481 (-4%)
Value$12.1M (-$902.7K)
Filed 2026-10-29
Steph & Co
DECREASED
Shares111,232 from 114,666
Change-3,434 (-3%)
Value$11.9M (-$780.4K)
Filed 2026-10-07
Meridian Wealth Management, LLC
INCREASED
Shares111,179 from 107,200
Change+3,979 (+4%)
Value$11.9M (+$37.5K)
Filed 2026-11-05
Klaas Financial Asset Advisors, LLC
INCREASED
Shares110,926 from 109,325
Change+1,601 (+1%)
Value$11.8M (-$223.8K)
Filed 2026-10-19
West Bancorporation Inc
DECREASED
Shares108,979 from 114,958
Change-5,979 (-5%)
Value$11.6M (-$1.1M)
Filed 2026-10-29
First Horizon Corp
DECREASED
Shares107,869 from 107,926
Change-57 (0%)
Value$11.5M (-$395.7K)
Filed 2026-10-26
Brighton Jones LLC
DECREASED
Shares106,577 from 108,612
Change-2,035 (-2%)
Value$11.4M (-$609.3K)
Filed 2026-11-03
Moody National Bank Trust Division
DECREASED
Shares104,565 from 105,466
Change-901 (-1%)
Value$11.2M (-$476.9K)
Filed 2026-10-06
Versant Capital Management, Inc
UNCHANGED
Shares98,453 from 98,453
Change0 (0%)
Value$10.5M (-$355.4K)
Filed 2026-10-02
Rossmore Private Capital
INCREASED
Shares96,260 from 96,256
Change+4 (0%)
Value$10.3M (-$347.0K)
Filed 2026-10-27
Mullaney, Keating & Wright, Inc.
DECREASED
Shares95,028 from 95,838
Change-810 (-1%)
Value$10.1M (-$432.4K)
Filed 2026-10-19
Trust Point Inc.
INCREASED
Shares94,212 from 90,979
Change+3,233 (+4%)
Value$10.1M (+$16.6K)
Filed 2026-10-27
Lodestar Private Asset Management LLC
INCREASED
Shares93,517 from 92,964
Change+553 (+1%)
Value$10.0M (-$276.6K)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares91,546 from 37,166
Change+54,380 (+146%)
Value$9.8M (+$5.7M)
Filed 2026-10-14
Midwest Trust Co
DECREASED
Shares89,851 from 91,053
Change-1,202 (-1%)
Value$9.6M (-$457.0K)
Filed 2026-10-22
Plan Group Financial, LLC
DECREASED
Shares88,762 from 90,221
Change-1,459 (-2%)
Value$9.7M (-$224.9K)
Filed 2026-10-22
Hoxton Planning & Management, LLC
DECREASED
Shares86,972 from 88,997
Change-2,025 (-2%)
Value$9.3M (-$537.3K)
Filed 2026-10-15
Shelton Wealth Management, LLC
DECREASED
Shares85,545 from 85,684
Change-139 (0%)
Value$9.1M (-$324.1K)
Filed 2026-10-16
Baron Financial Group, LLC
INCREASED
Shares84,361 from 79,767
Change+4,594 (+6%)
Value$9.0M (+$202.3K)
Filed 2026-10-09
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares83,866 from 96,204
Change-12,338 (-13%)
Value$8.9M (-$1.7M)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares82,491 from 74,452
Change+8,039 (+11%)
Value$8.8M (+$589.0K)
Filed 2026-11-04
Independence Bank of Kentucky
DECREASED
Shares82,338 from 85,740
Change-3,402 (-4%)
Value$8.8M (-$672.5K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares81,943 from 86,523
Change-4,580 (-5%)
Value$8.7M (-$801.1K)
Filed 2026-10-30
Sincerus Advisory, LLC
INCREASED
Shares81,509 from 79,958
Change+1,551 (+2%)
Value$8.7M (-$123.2K)
Filed 2026-10-09
Paragon Private Wealth Management, LLC
DECREASED
Shares81,093 from 86,740
Change-5,647 (-7%)
Value$8.7M (-$915.8K)
Filed 2026-10-20
Fulton Bank, N.A.
DECREASED
Shares80,504 from 80,984
Change-480 (-1%)
Value$8.6M (-$343.6K)
Filed 2026-10-14
Beam Wealth Advisors, Inc.
DECREASED
Shares79,245 from 79,718
Change-473 (-1%)
Value$8.5M (-$338.3K)
Filed 2026-11-03
Simon Quick Advisors, LLC
DECREASED
Shares78,615 from 83,811
Change-5,196 (-6%)
Value$8.4M (-$857.0K)
Filed 2026-10-26
Salem Investment Counselors Inc
INCREASED
Shares76,587 from 74,321
Change+2,266 (+3%)
Value$8.2M (-$26.5K)
Filed 2026-10-13
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares74,139 from 74,389
Change-250 (0%)
Value$7.9M (-$295.2K)
Filed 2026-10-27
Carret Asset Management, LLC
INCREASED
Shares73,301 from 72,488
Change+813 (+1%)
Value$7.8M (-$174.9K)
Filed 2026-11-04
Forte Asset Management LLC
DECREASED
Shares71,668 from 72,573
Change-905 (-1%)
Value$7.6M (-$358.5K)
Filed 2026-10-13
Modera Wealth Management, LLC
DECREASED
Shares70,834 from 71,019
Change-185 (0%)
Value$7.6M (-$276.1K)
Filed 2026-10-28
Nadler Financial Group, Inc.
DECREASED
Shares70,594 from 71,732
Change-1,138 (-2%)
Value$7.5M (-$380.4K)
Filed 2026-10-23
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares69,277 from 68,403
Change+874 (+1%)
Value$7.4M (-$153.7K)
Filed 2026-10-08
CFM Wealth Partners LLC
INCREASED
Shares67,571 from 64,949
Change+2,622 (+4%)
Value$7.2M (+$45.3K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares66,786 from 68,472
Change-1,686 (-2%)
Value$7.1K (-$7.5M)
Filed 2026-10-26
First Merchants Corp
DECREASED
Shares66,047 from 68,099
Change-2,052 (-3%)
Value$7.0M (-$464.8K)
Filed 2026-10-15
City Holding Co
DECREASED
Shares65,189 from 65,503
Change-314 (0%)
Value$7.0M (-$270.0K)
Filed 2026-10-19
Citizens Financial Group Inc
DECREASED
Shares65,151 from 73,002
Change-7,851 (-11%)
Value$7.0M (-$1.1M)
Filed 2026-10-23
Commerce Advisors, LLC
INCREASED
Shares64,880 from 41,410
Change+23,470 (+57%)
Value$6.9M (+$2.4M)
Filed 2026-10-19
Wesbanco Bank Inc
INCREASED
Shares64,412 from 63,929
Change+483 (+1%)
Value$6.9M (-$179.2K)
Filed 2026-11-04
Prairie Advisory, LLC
INCREASED
Shares63,250 from 24,305
Change+38,945 (+160%)
Value$6.7M (+$4.1M)
Filed 2026-10-19
NTV Asset Management LLC
INCREASED
Shares62,897 from 55,047
Change+7,850 (+14%)
Value$6.7M (+$639.0K)
Filed 2026-10-23
Integrated Advisors Network LLC
DECREASED
Shares62,529 from 63,108
Change-579 (-1%)
Value$6.7M (-$289.6K)
Filed 2026-10-20
Sunburst Financial Group, LLC
INCREASED
Shares61,044 from 60,663
Change+381 (+1%)
Value$6.5M (-$178.3K)
Filed 2026-10-09
Principal Financial Group Inc
DECREASED
Shares60,813 from 75,245
Change-14,432 (-19%)
Value$6.5M (-$1.8M)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares60,662 from 60,808
Change-146 (0%)
Value$6.5M (-$235.1K)
Filed 2026-10-26
Orin Green Financial, LLC
DECREASED
Shares60,270 from 60,571
Change-301 (0%)
Value$6.4M (-$250.8K)
Filed 2026-10-19
TCV Trust & Wealth Management, Inc.
DECREASED
Shares60,176 from 60,737
Change-561 (-1%)
Value$6.4M (-$279.1K)
Filed 2026-10-16
New England Private Wealth Advisors LLC
INCREASED
Shares59,738 from 59,712
Change+26 (+0%)
Value$6.4M (-$155.6K)
Filed 2026-10-19
Matrix Asset Advisors Inc
INCREASED
Shares59,303 from 59,093
Change+210 (+0%)
Value$6.3M (-$190.9K)
Filed 2026-10-13
Smith Thornton Advisors LLC
INCREASED
Shares59,181 from 57,271
Change+1,910 (+3%)
Value$6.3M (+$28.0K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
DECREASED
Shares59,027 from 67,086
Change-8,059 (-12%)
Value$6.5M (-$840.7K)
Filed 2026-10-27
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares56,598 from 56,598
Change0 (0%)
Value$6.1M (-$103.0K)
Filed 2026-10-22
Smith & Howard Wealth Management, LLC
INCREASED
Shares55,956 from 53,269
Change+2,687 (+5%)
Value$6.0M (+$94.4K)
Filed 2026-10-27
Gryphon Financial Partners LLC
INCREASED
Shares54,683 from 53,625
Change+1,058 (+2%)
Value$5.8M (-$80.6K)
Filed 2026-11-04
St. Johns Investment Management Company, LLC
DECREASED
Shares54,502 from 57,433
Change-2,931 (-5%)
Value$5.8M (-$520.1K)
Filed 2026-10-30
Canandaigua National Bank & Trust Co
INCREASED
Shares54,360 from 54,356
Change+4 (+0%)
Value$5.8M (-$195.8K)
Filed 2026-10-07
Cornerstone Wealth Group, LLC
DECREASED
Shares54,085 from 54,236
Change-151 (0%)
Value$5.8M (-$211.9K)
Filed 2026-11-02
Cullen T Bankers, Inc.
INCREASED
Shares52,998 from 51,547
Change+1,451 (+3%)
Value$5.7M (-$31.3K)
Filed 2026-10-28
Acropolis Investment Management, LLC
DECREASED
Shares52,476 from 52,811
Change-335 (-1%)
Value$5.6M (-$226.4K)
Filed 2026-10-08
Cahaba Wealth Management, Inc.
DECREASED
Shares52,469 from 56,124
Change-3,655 (-7%)
Value$5.6M (-$592.7K)
Filed 2026-10-26
Canopy Partners, LLC
DECREASED
Shares51,395 from 51,719
Change-324 (-1%)
Value$5.5M (-$221.3K)
Filed 2026-10-28
Lpwm LLC
INCREASED
Shares49,968 from 49,499
Change+469 (+1%)
Value$5.3M (-$128.6K)
Filed 2026-10-20
Mycio Wealth Partners, LLC
INCREASED
Shares49,913 from 49,815
Change+98 (+0%)
Value$5.3M (-$169.4K)
Filed 2026-11-04
Nvwm, LLC
INCREASED
Shares49,019 from 34,431
Change+14,588 (+42%)
Value$5.2M (+$1.4M)
Filed 2026-10-14
Whitegate Investment Counselors, Inc.
INCREASED
Shares48,681 from 48,661
Change+20 (+0%)
Value$5.2M (-$173.5K)
Filed 2026-11-02
Trust Co of Toledo NA
INCREASED
Shares47,150 from 45,661
Change+1,489 (+3%)
Value$5.0M (-$5.9K)
Filed 2026-10-16
Nixon Peabody Trust Co
INCREASED
Shares47,020 from 3,319
Change+43,701 (+1317%)
Value$5.0M (+$4.7M)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares45,806 from 45,810
Change-4 (0%)
Value$4.9M (-$165.8K)
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares45,281 from 47,181
Change-1,900 (-4%)
Value$4.8M (-$373.2K)
Filed 2026-10-23
Fort Washington Investment Advisors Inc
DECREASED
Shares44,351 from 48,554
Change-4,203 (-9%)
Value$4.7M (-$623.8K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares44,203 from 43,505
Change+698 (+2%)
Value$4.7M (-$82.7K)
Filed 2026-10-28
Northwest Wealth Advisors, LLC
INCREASED
Shares43,118 from 39,833
Change+3,285 (+8%)
Value$4.6M (+$206.7K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares42,971 from 38,510
Change+4,461 (+12%)
Value$4.6M (+$336.9K)
Filed 2026-10-08
Quadrant Capital Group LLC
INCREASED
Shares42,623 from 41,945
Change+678 (+2%)
Value$4.7M (+$43.7K)
Filed 2026-10-20
Davidson Trust Co
DECREASED
Shares42,604 from 43,063
Change-459 (-1%)
Value$4.5M (-$204.4K)
Filed 2026-10-09
Farmers & Merchants Investments Inc
DECREASED
Shares41,656 from 41,859
Change-203 (0%)
Value$4.4M (-$172.8K)
Filed 2026-10-22
Courier Capital LLC
INCREASED
Shares40,650 from 38,200
Change+2,450 (+6%)
Value$4.3M (+$123.6K)
Filed 2026-10-19
Linscomb Wealth, Inc.
INCREASED
Shares39,578 from 36,105
Change+3,473 (+10%)
Value$4.2M (+$240.3K)
Filed 2026-11-05
Elyxium Wealth, LLC
INCREASED
Shares38,992 from 38,238
Change+754 (+2%)
Value$4.2M (-$57.7K)
Filed 2026-10-27
Bucket List Wealth Management, LLC
DECREASED
Shares38,797 from 39,629
Change-832 (-2%)
Value$4.1M (-$231.8K)
Filed 2026-10-22
Samalin Investment Counsel, LLC
INCREASED
Shares37,903 from 36,785
Change+1,118 (+3%)
Value$4.0M (-$13.5K)
Filed 2026-10-23
Americana Partners, LLC
INCREASED
Shares37,502 from 28,601
Change+8,901 (+31%)
Value$4.0M (+$846.5K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares37,369 from 36,996
Change+373 (+1%)
Value$4.0M (-$93.7K)
Filed 2026-10-20
Advisory Resource Group
DECREASED
Shares37,358 from 38,299
Change-941 (-2%)
Value$4.0M (-$238.7K)
Filed 2026-10-26
Aspiriant, LLC
DECREASED
Shares36,543 from 36,742
Change-199 (-1%)
Value$3.9M (-$153.9K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares36,031 from 36,087
Change-56 (0%)
Value$3.8M (-$136.2K)
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares35,970 from 36,265
Change-295 (-1%)
Value$4.0M (-$43.3K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares35,536 from 32,487
Change+3,049 (+9%)
Value$3.8M (+$208.1K)
Filed 2026-10-08
Fund Evaluation Group, LLC
UNCHANGED
Shares35,293 from 35,293
Change0 (0%)
Value$3.8M (-$127.4K)
Filed 2026-11-05
Mather Group, Llc.
DECREASED
Shares35,177 from 35,265
Change-88 (0%)
Value$3.8M (-$136.7K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares34,716 from 36,363
Change-1,647 (-5%)
Value$3.7M (-$307.1K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
DECREASED
Shares34,545 from 35,382
Change-837 (-2%)
Value$3.7M (-$217.1K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares34,543 from 33,915
Change+628 (+2%)
Value$3.7M (-$55.4K)
Filed 2026-10-23
Evergreen Capital Management LLC
UNCHANGED
Shares33,718 from 33,718
Change0 (0%)
Value$3.6M (-$121.7K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares33,687 from 34,782
Change-1,095 (-3%)
Value$3.6M (-$242.4K)
Filed 2026-10-26
Pathway Financial Advisors LLC
DECREASED
Shares33,170 from 33,355
Change-185 (-1%)
Value$3.5M (-$140.8K)
Filed 2026-10-07
Highland Capital Management, LLC
DECREASED
Shares32,232 from 32,289
Change-57 (0%)
Value$3.4M (-$122.6K)
Filed 2026-10-26
Paller Financial Services Inc
INCREASED
Shares32,095 from 27,615
Change+4,480 (+16%)
Value$3.4M (+$378.4K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares31,989 from 19,355
Change+12,634 (+65%)
Value$3.4M (+$1.3M)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares31,953 from 43,905
Change-11,952 (-27%)
Value$3.4M (-$1.4M)
Filed 2026-10-14
Phillips Financial Management, LLC
UNCHANGED
Shares31,539 from 31,539
Change0 (0%)
Value$3.4M (-$113.9K)
Filed 2026-10-19
HUB Investment Partners, LLC
UNCHANGED
Shares31,537 from 31,537
Change0 (0%)
Value$3.4M (-$113.8K)
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares31,495 from 31,495
Change0 (0%)
Value$3.4M (-$86.0K)
Filed 2026-10-28
Narus Financial Partners, LLC
DECREASED
Shares31,226 from 31,478
Change-252 (-1%)
Value$3.3M (-$140.5K)
Filed 2026-10-19
Flagstar Securities, Inc
DECREASED
Shares31,115 from 31,264
Change-149 (0%)
Value$3.3M (-$128.8K)
Filed 2026-10-15
Summit Financial Strategies, Inc.
DECREASED
Shares31,026 from 31,156
Change-130 (0%)
Value$3.3M (-$126.3K)
Filed 2026-10-14
Allen Investment Management, LLC
UNCHANGED
Shares31,000 from 31,000
Change0 (0%)
Value$3.3M (-$112.8K)
Filed 2026-11-03
Builder Investment Group Inc
DECREASED
Shares30,608 from 30,642
Change-34 (0%)
Value$3.3M (-$114.1K)
Filed 2026-10-22
Brick & Kyle, Associates
DECREASED
Shares30,407 from 30,444
Change-37 (0%)
Value$3.2M (+$284.7K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares30,387 from 10,669
Change+19,718 (+185%)
Value$3.2M (+$2.1M)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares29,922 from 29,363
Change+559 (+2%)
Value$3.2M (-$46.2K)
Filed 2026-10-23
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares29,756 from 31,052
Change-1,296 (-4%)
Value$3.2M (-$250.5K)
Filed 2026-10-09
JSF Financial, LLC
DECREASED
Shares29,663 from 29,848
Change-185 (-1%)
Value$3.2M (-$127.4K)
Filed 2026-10-22
Blue Trust, Inc.
INCREASED
Shares29,202 from 10,953
Change+18,249 (+167%)
Value$3.1M (+$1.9M)
Filed 2026-10-15
Procyon Advisors, LLC
DECREASED
Shares28,979 from 30,818
Change-1,839 (-6%)
Value$3.1M (-$307.6K)
Filed 2026-10-21
First United Bank & Trust
DECREASED
Shares28,493 from 28,495
Change-2 (0%)
Value$3.0M (-$103.1K)
Filed 2026-10-22
Greenleaf Trust
DECREASED
Shares28,247 from 30,587
Change-2,340 (-8%)
Value$3.0M (-$360.1K)
Filed 2026-10-29
Anchor Capital Advisors LLC
DECREASED
Shares28,227 from 28,435
Change-208 (-1%)
Value$3.0M (-$124.8K)
Filed 2026-11-05
Councilor Wealth, LLC
UNCHANGED
Shares28,043 from 28,043
Change0 (0%)
Value$3.0M (-$101.2K)
Filed 2026-10-09
Frank, Rimerman Advisors LLC
INCREASED
Shares28,031 from 27,725
Change+306 (+1%)
Value$3.0M (-$67.5K)
Filed 2026-10-16
Richard P Slaughter Associates Inc
DECREASED
Shares27,633 from 31,360
Change-3,727 (-12%)
Value$2.9M (-$510.9K)
Filed 2026-10-13
Diversify Advisory Services, LLC
DECREASED
Shares27,000 from 36,557
Change-9,557 (-26%)
Value$3.0M (-$1.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares27,000 from 36,557
Change-9,557 (-26%)
Value$3.0M (-$1.1M)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares26,988 from 25,909
Change+1,079 (+4%)
Value$2.9M (+$50.1K)
Filed 2026-10-16
Crescent Grove Advisors, LLC
INCREASED
Shares26,977 from 25,006
Change+1,971 (+8%)
Value$2.9M (+$120.1K)
Filed 2026-10-21
HT Partners LLC
UNCHANGED
Shares26,956 from 26,956
Change0 (0%)
Value$2.9M (-$97.3K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED
Shares26,934 from 27,654
Change-720 (-3%)
Value$2.9M (-$176.6K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
INCREASED
Shares26,618 from 26,268
Change+350 (+1%)
Value$2.8M (-$57.5K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
UNCHANGED
Shares26,391 from 26,391
Change0 (0%)
Value$2.8M (-$95.3K)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares25,770 from 25,324
Change+446 (+2%)
Value$2.7M (-$43.8K)
Filed 2026-11-05
Meridian Financial Partners LLC
UNCHANGED
Shares25,642 from 25,642
Change0 (0%)
Value$2.8M (+$1.5K)
Filed 2026-10-23
Rainier Family Wealth Inc
INCREASED
Shares24,994 from 23,258
Change+1,736 (+7%)
Value$2.7M (+$101.3K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares24,795 from 24,323
Change+472 (+2%)
Value$2.6M (-$37.4K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares24,658 from 20,336
Change+4,322 (+21%)
Value$2.6M (+$387.8K)
Filed 2026-10-29
Granville Capital, Inc.
DECREASED
Shares24,518 from 29,465
Change-4,947 (-17%)
Value$2.6M (-$634.3K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares24,398 from 24,452
Change-54 (0%)
Value$2.6M (-$94.0K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares24,172 from 14,948
Change+9,224 (+62%)
Value$2.6M (+$930.4K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
DECREASED
Shares24,095 from 24,651
Change-556 (-2%)
Value$2.6M (-$148.3K)
Filed 2026-10-22
Goelzer Investment Management, Inc.
DECREASED
Shares23,937 from 24,069
Change-132 (-1%)
Value$2.6M (-$101.0K)
Filed 2026-10-16
Dagco, Inc.
INCREASED
Shares23,918 from 23,862
Change+56 (+0%)
Value$2.6M (-$80.2K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares23,917 from 28,394
Change-4,477 (-16%)
Value$2.6M (-$580.3K)
Filed 2026-10-16
Naples Global Advisors, LLC
DECREASED
Shares23,893 from 26,367
Change-2,474 (-9%)
Value$2.5M (-$359.2K)
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares23,804
Change+23,804
Value$2.5M
Filed 2026-11-04
Paladin Partners, LLC
INCREASED
Shares23,637 from 21,740
Change+1,897 (+9%)
Value$2.5M (+$123.9K)
Filed 2026-10-06
Diversified Enterprises, LLC
INCREASED
Shares23,530 from 7,958
Change+15,572 (+196%)
Value$2.5M (+$1.6M)
Filed 2026-10-19
Gilman Hill Asset Management, LLC
INCREASED
Shares23,460 from 20,421
Change+3,039 (+15%)
Value$2.5M (+$250.5K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares23,286 from 23,286
Change0 (0%)
Value$2.5M (-$84.1K)
Filed 2026-10-22
Moneywise, Inc.
INCREASED
Shares23,051 from 22,022
Change+1,029 (+5%)
Value$2.5M (+$30.3K)
Filed 2026-10-30
Marquette Asset Management, LLC
DECREASED
Shares22,966 from 23,315
Change-349 (-1%)
Value$2.5M (-$121.4K)
Filed 2026-10-09
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares22,936 from 24,077
Change-1,141 (-5%)
Value$2.4M (-$208.7K)
Filed 2026-10-08
Middleton & Co Inc
DECREASED
Shares22,803 from 23,103
Change-300 (-1%)
Value$2.4M (-$115.4K)
Filed 2026-10-23
St. Clair Advisors, LLC
DECREASED
Shares22,777 from 23,625
Change-848 (-4%)
Value$2.4M (-$175.7K)
Filed 2026-10-13
Able Financial Group, LLC
DECREASED
Shares22,569 from 22,914
Change-345 (-2%)
Value$2.4M (-$119.5K)
Filed 2026-10-14
Venture Visionary Partners LLC
DECREASED
Shares22,529 from 22,618
Change-89 (0%)
Value$2.4M (-$91.1K)
Filed 2026-10-07
UMB Private Wealth Management, LLC
NEW
Shares22,388
Change+22,388
Value$2.4M
Filed 2026-10-19
Burke & Herbert Bank & Trust Co
INCREASED
Shares22,280 from 22,170
Change+110 (+1%)
Value$2.4M (-$68.3K)
Filed 2026-11-02
Boston Trust Walden Corp
DECREASED
Shares22,225 from 22,275
Change-50 (0%)
Value$2.4M (-$85.7K)
Filed 2026-10-30
Lavelle Capital LP
UNCHANGED
Shares22,163 from 22,163
Change0 (0%)
Value$2.4M (-$80.0K)
Filed 2026-11-03
Weatherly Asset Management L. P.
UNCHANGED
Shares22,071 from 22,071
Change0 (0%)
Value$2.4M (-$79.7K)
Filed 2026-10-20
Welch & Forbes LLC
DECREASED
Shares22,048 from 22,380
Change-332 (-1%)
Value$2.4M (-$116.2K)
Filed 2026-11-04
Busey Bank
DECREASED
Shares21,539 from 21,797
Change-258 (-1%)
Value$2.3M (-$106.2K)
Filed 2026-10-26
Climber Capital SA
INCREASED
Shares21,536 from 21,378
Change+158 (+1%)
Value$2.1M (-$164.6K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares21,506 from 15,653
Change+5,853 (+37%)
Value$2.3M (+$568.1K)
Filed 2026-10-26
BankPlus Wealth Management LLC
DECREASED
Shares21,351 from 22,174
Change-823 (-4%)
Value$2.3M (-$169.0K)
Filed 2026-10-13
Chesley Taft & Associates LLC
DECREASED
Shares21,308 from 21,558
Change-250 (-1%)
Value$2.3M (-$104.5K)
Filed 2026-10-13
Columbus Macro, LLC
INCREASED
Shares21,218 from 21,079
Change+139 (+1%)
Value$2.3M (-$61.3K)
Filed 2026-10-14
Parsons Capital Management Inc
UNCHANGED
Shares21,158 from 21,158
Change0 (0%)
Value$2.3M (-$76.4K)
Filed 2026-10-28
Certuity, LLC
INCREASED
Shares21,060 from 18,859
Change+2,201 (+12%)
Value$2.2M (+$166.7K)
Filed 2026-11-02
Appleton Partners Inc
DECREASED
Shares21,007 from 21,092
Change-85 (0%)
Value$2.2K (-$2.3M)
Filed 2026-10-30
Chapin Davis, Inc.
DECREASED
Shares20,472 from 20,906
Change-434 (-2%)
Value$2.2M (-$121.7K)
Filed 2026-10-09
Corepath Wealth Partners LLC
DECREASED
Shares19,798 from 22,166
Change-2,368 (-11%)
Value$2.1M (-$267.4K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares19,759 from 19,249
Change+510 (+3%)
Value$2.1M (-$15.1K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares19,596 from 17,939
Change+1,657 (+9%)
Value$2.1M (+$114.9K)
Filed 2026-10-13
Manchester Capital Management LLC
UNCHANGED
Shares19,568 from 19,568
Change0 (0%)
Value$2.1M (-$70.6K)
Filed 2026-10-22
Vigilare Wealth Management
DECREASED
Shares19,509 from 31,748
Change-12,239 (-39%)
Value$2.1M (-$1.4M)
Filed 2026-10-29
Atala Financial Inc
INCREASED
Shares19,291 from 17,510
Change+1,781 (+10%)
Value$2.1M (+$126.9K)
Filed 2026-10-22
Csenge Advisory Group
INCREASED
Shares19,168 from 19,164
Change+4 (+0%)
Value$2.0M (-$68.7K)
Filed 2026-11-04
BG Investment Services, LLC
INCREASED
Shares19,128 from 19,094
Change+34 (+0%)
Value$2.0M (-$65.3K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares19,095
Change+19,095
Value$2.0M
Filed 2026-11-03
Evensky & Katz LLC
DECREASED
Shares18,914 from 20,831
Change-1,917 (-9%)
Value$2.0K (-$2.3M)
Filed 2026-10-27
Legacy Bridge, LLC
UNCHANGED
Shares18,854 from 18,854
Change0 (0%)
Value$2.0M (-$68.1K)
Filed 2026-10-28
Montecito Bank & Trust
DECREASED
Shares18,706 from 18,844
Change-138 (-1%)
Value$2.0M (-$82.8K)
Filed 2026-10-01
Well Done, LLC
INCREASED
Shares18,639 from 17,968
Change+671 (+4%)
Value$2.0M (+$6.7K)
Filed 2026-10-20
Peoples Bank
DECREASED
Shares18,470 from 18,962
Change-492 (-3%)
Value$2.0M (-$121.0K)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
INCREASED
Shares18,337 from 17,939
Change+398 (+2%)
Value$2.0M (-$22.3K)
Filed 2026-11-05
MBL Wealth, LLC
DECREASED
Shares18,294 from 18,394
Change-100 (-1%)
Value$2.0M (-$77.1K)
Filed 2026-10-22
Waters Parkerson & Co., LLC
DECREASED
Shares18,129 from 19,065
Change-936 (-5%)
Value$1.9M (-$168.7K)
Filed 2026-11-04
Private Management Group Inc
DECREASED
Shares18,040 from 18,825
Change-785 (-4%)
Value$1.9M (-$151.7K)
Filed 2026-11-04
Odyssey Capital Advisors, Inc.
INCREASED
Shares17,974 from 17,145
Change+829 (+5%)
Value$1.9M (+$26.5K)
Filed 2026-10-26
Sage Capital Advisors,llc
INCREASED
Shares17,915 from 17,538
Change+377 (+2%)
Value$1.9M (-$23.0K)
Filed 2026-10-13
Fairway Wealth LLC
DECREASED
Shares17,780 from 18,083
Change-303 (-2%)
Value$1.9M (-$97.6K)
Filed 2026-10-30
GGM Financial LLC
INCREASED
Shares17,596 from 17,549
Change+47 (+0%)
Value$1.9M (-$58.3K)
Filed 2026-11-05
Leo Wealth, LLC
NEW
Shares17,510
Change+17,510
Value$1.9M
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares17,331 from 18,101
Change-770 (-4%)
Value$1.8M (-$147.5K)
Filed 2026-10-13
Financial Partners Group, Inc
DECREASED
Shares17,282 from 17,527
Change-245 (-1%)
Value$1.8M (-$89.4K)
Filed 2026-10-19
TSG Advice Partners, LLC
NEW
Shares17,261
Change+17,261
Value$1.9M
Filed 2026-10-29
Denver PWM, LLC
DECREASED
Shares17,086 from 17,588
Change-502 (-3%)
Value$1.8M (-$196.2K)
Filed 2026-10-22
WestHill Financial Advisors, Inc.
DECREASED
Shares16,953 from 17,047
Change-94 (-1%)
Value$1.8M (-$71.6K)
Filed 2026-10-14
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares16,870 from 16,870
Change0 (0%)
Value$1.8M (-$60.9K)
Filed 2026-10-29
Crumly & Associates Inc.
UNCHANGED
Shares16,792 from 16,792
Change0 (0%)
Value$1.8M (-$60.6K)
Filed 2026-10-07
Conning Inc.
UNCHANGED
Shares16,697 from 16,697
Change0 (0%)
Value$1.8M (-$60.3K)
Filed 2026-10-27
St. Louis Trust Co
UNCHANGED
Shares16,660 from 16,660
Change0 (0%)
Value$1.8M (-$2.8M)
Filed 2026-11-03
Heritage Investors Management Corp
DECREASED
Shares16,510 from 16,550
Change-40 (0%)
Value$1.8K (-$1.8M)
Filed 2026-10-29
Guardian Wealth Advisors, LLC
DECREASED
Shares16,455 from 18,130
Change-1,675 (-9%)
Value$1.8M (-$184.6K)
Filed 2026-10-30
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares16,376 from 16,376
Change0 (0%)
Value$1.7M (-$59.1K)
Filed 2026-11-04
IFG Advisors, LLC
INCREASED
Shares16,264 from 15,657
Change+607 (+4%)
Value$1.7M (+$8.2K)
Filed 2026-10-15
West Paces Advisors Inc.
UNCHANGED
Shares16,263 from 16,263
Change0 (0%)
Value$1.7M (-$58.7K)
Filed 2026-10-13
Baker Ellis Asset Management LLC
UNCHANGED
Shares16,214 from 16,214
Change0 (0%)
Value$1.7M (-$58.5K)
Filed 2026-10-14
Angeles Wealth Management, LLC
INCREASED
Shares16,098 from 13,023
Change+3,075 (+24%)
Value$1.7M (+$281.1K)
Filed 2026-10-26
Pinnacle Associates LTD
DECREASED
Shares16,075 from 17,246
Change-1,171 (-7%)
Value$1.7M (-$187.2K)
Filed 2026-10-20
First Hawaiian Bank
UNCHANGED
Shares16,047 from 16,047
Change0 (0%)
Value$1.7M (-$57.9K)
Filed 2026-10-14
Compton Wealth Advisory Group, LLC
INCREASED
Shares15,954 from 15,953
Change+1 (+0%)
Value$1.7M (-$41.2K)
Filed 2026-10-13
Carroll Advisory Group, LLC
DECREASED
Shares15,906 from 16,133
Change-227 (-1%)
Value$1.7M (-$82.5K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares15,726 from 4,326
Change+11,400 (+264%)
Value$1.7M (+$1.2M)
Filed 2026-11-03
Nordwand Advisors, LLC
UNCHANGED
Shares15,680 from 15,680
Change0 (0%)
Value$1.7M (-$56.6K)
Filed 2026-11-05
Parkside Financial Bank & Trust
DECREASED
Shares15,622 from 15,770
Change-148 (-1%)
Value$1.7M (-$72.7K)
Filed 2026-10-27
Bison Wealth, LLC
INCREASED
Shares15,552 from 14,280
Change+1,272 (+9%)
Value$1.7M (+$123.0K)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED
Shares15,541 from 14,401
Change+1,140 (+8%)
Value$1.7M (+$69.7K)
Filed 2026-10-23
Strategic Advisors LLC
DECREASED
Shares15,364 from 15,554
Change-190 (-1%)
Value$1.6M (-$76.4K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares15,243 from 13,703
Change+1,540 (+11%)
Value$1.6M (+$114.9K)
Filed 2026-10-16
Grove Bank & Trust
DECREASED
Shares15,240 from 23,310
Change-8,070 (-35%)
Value$1.6M (-$945.3K)
Filed 2026-10-08
AlphaCore Capital LLC
INCREASED
Shares15,238 from 9,571
Change+5,667 (+59%)
Value$1.6M (+$570.2K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares15,233 from 14,279
Change+954 (+7%)
Value$1.6M (+$50.2K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares15,230 from 15,110
Change+120 (+1%)
Value$1.6M (-$41.8K)
Filed 2026-11-04
Eastern Bank
DECREASED
Shares15,146 from 17,827
Change-2,681 (-15%)
Value$1.6M (-$350.4K)
Filed 2026-10-05
Luminvest Wealth Management LLC
UNCHANGED
Shares15,056 from 15,056
Change0 (0%)
Value$1.6M (-$54.4K)
Filed 2026-10-14
Sage Mountain Advisors LLC
UNCHANGED
Shares14,756 from 14,756
Change0 (0%)
Value$1.6M (-$53.3K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares14,659 from 14,748
Change-89 (-1%)
Value$1.6M (-$62.7K)
Filed 2026-10-13
Fulcrum Capital LLC
DECREASED
Shares14,641 from 14,713
Change-72 (0%)
Value$1.6M (-$60.8K)
Filed 2026-10-15
First Financial Bank - Trust Division
INCREASED
Shares14,594 from 13,698
Change+896 (+7%)
Value$1.6M (+$46.2K)
Filed 2026-10-01
Argentarii, LLC
UNCHANGED
Shares14,507 from 14,507
Change0 (0%)
Value$1.5M (-$97.2K)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares14,502 from 14,830
Change-328 (-2%)
Value$1.5M (-$88.5K)
Filed 2026-10-05
Montag A & Associates Inc
INCREASED
Shares14,492 from 14,354
Change+138 (+1%)
Value$1.5M (-$37.1K)
Filed 2026-10-29
MBA Advisors LLC
UNCHANGED
Shares14,412 from 14,412
Change0 (0%)
Value$1.5M (-$52.0K)
Filed 2026-10-29
Orgel Wealth Management, LLC
INCREASED
Shares14,403 from 13,639
Change+764 (+6%)
Value$1.5M (+$32.3K)
Filed 2026-10-14
Hapanowicz & Associates Financial Services, Inc
INCREASED
Shares14,401 from 14,146
Change+255 (+2%)
Value$1.5M (-$23.9K)
Filed 2026-10-29
Oliver Luxxe Assets LLC
DECREASED
Shares14,318 from 21,281
Change-6,963 (-33%)
Value$1.5M (-$819.8K)
Filed 2026-10-14
Strategic Blueprint, LLC
INCREASED
Shares14,221 from 13,325
Change+896 (+7%)
Value$1.5M (+$47.5K)
Filed 2026-10-22
Atlas Brown,Inc.
DECREASED
Shares14,182 from 14,399
Change-217 (-2%)
Value$1.5M (-$75.1K)
Filed 2026-10-09
Calamos Wealth Management LLC
INCREASED
Shares14,128 from 13,976
Change+152 (+1%)
Value$1.5M (-$34.2K)
Filed 2026-11-02
Bill Few Associates, Inc.
UNCHANGED
Shares14,013 from 14,013
Change0 (0%)
Value$1.5M (-$50.6K)
Filed 2026-10-09
SeaBridge Investment Advisors LLC
UNCHANGED
Shares14,001 from 14,001
Change0 (0%)
Value$1.5M (-$50.5K)
Filed 2026-11-02
Philadelphia Trust Co
UNCHANGED
Shares13,913 from 13,913
Change0 (0%)
Value$1.5M (-$50.0K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
DECREASED
Shares13,854 from 14,469
Change-615 (-4%)
Value$1.5M (-$117.9K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares13,835 from 13,086
Change+749 (+6%)
Value$1.5M (+$32.7K)
Filed 2026-10-13
SigFig Wealth Management, LLC
DECREASED
Shares13,652 from 17,285
Change-3,633 (-21%)
Value$1.5M (-$447.2K)
Filed 2026-10-07
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares13,583 from 13,727
Change-144 (-1%)
Value$1.4M (-$64.9K)
Filed 2026-10-07
Winthrop Advisory Group LLC
DECREASED
Shares13,515 from 13,572
Change-57 (0%)
Value$1.4M (-$55.1K)
Filed 2026-10-22
RMR Wealth Builders
INCREASED
Shares13,503 from 12,984
Change+519 (+4%)
Value$1.4M (+$8.6K)
Filed 2026-10-22
Plus Group Wealth Advisors LLC
INCREASED
Shares13,472 from 11,518
Change+1,954 (+17%)
Value$1.4M (+$166.9K)
Filed 2026-10-19
Klingman & Associates, LLC
UNCHANGED
Shares13,466 from 13,466
Change0 (0%)
Value$1.4M (-$48.6K)
Filed 2026-10-20
American National Bank & Trust
INCREASED
Shares13,409 from 8,760
Change+4,649 (+53%)
Value$1.4M (+$464.5K)
Filed 2026-10-07
Cypress Capital Group
UNCHANGED
Shares13,351 from 13,351
Change0 (0%)
Value$1.4M (-$48.2K)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares13,318 from 9,684
Change+3,634 (+38%)
Value$1.4M (+$379.6K)
Filed 2026-10-08
Patriot Investment Management Group, Inc.
UNCHANGED
Shares13,244 from 13,244
Change0 (0%)
Value$1.4M (-$47.8K)
Filed 2026-10-15
North Berkeley Wealth Management, LLC
DECREASED
Shares13,118 from 15,435
Change-2,317 (-15%)
Value$1.4M (-$303.0K)
Filed 2026-11-02
Live Oak Private Wealth LLC
UNCHANGED
Shares13,084 from 13,084
Change0 (0%)
Value$1.4M (-$47.2K)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares13,053 from 13,043
Change+10 (+0%)
Value$1.4M (-$13.9K)
Filed 2026-10-09
Caliber Wealth Management, LLC / KS
DECREASED
Shares12,992 from 13,875
Change-883 (-6%)
Value$1.4M (-$144.3K)
Filed 2026-11-04
Occidental Asset Management, LLC
UNCHANGED
Shares12,861 from 12,861
Change0 (0%)
Value$1.4M (-$46.4K)
Filed 2026-11-05
Penobscot Wealth Management
INCREASED
Shares12,750 from 12,156
Change+594 (+5%)
Value$1.4M (+$19.4K)
Filed 2026-10-21
Sapient Capital LLC
INCREASED
Shares12,688 from 12,448
Change+240 (+2%)
Value$1.4M (-$19.3K)
Filed 2026-10-08
Centennial Wealth Advisory LLC
DECREASED
Shares12,618 from 14,347
Change-1,729 (-12%)
Value$1.3M (-$236.3K)
Filed 2026-10-16
NBT Bank, N.A.
INCREASED
Shares12,487 from 10,673
Change+1,814 (+17%)
Value$1.3M (+$155.0K)
Filed 2026-10-21
Compound Planning, Inc.
INCREASED
Shares12,476 from 11,482
Change+994 (+9%)
Value$1.3M (+$64.6K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED
Shares12,327 from 9,524
Change+2,803 (+29%)
Value$1.3M (+$264.7K)
Filed 2026-11-04
Whitener Capital Management, Inc.
INCREASED
Shares12,299 from 9,199
Change+3,100 (+34%)
Value$1.3M (+$297.6K)
Filed 2026-10-15
Midwest Financial Group LLC
INCREASED
Shares12,286 from 11,182
Change+1,104 (+10%)
Value$1.3M (+$77.5K)
Filed 2026-10-15
Leslie Global Wealth, LLC
INCREASED
Shares12,251 from 12,181
Change+70 (+1%)
Value$1.3M (-$36.5K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
INCREASED
Shares12,238 from 11,329
Change+909 (+8%)
Value$1.3M (+$56.1K)
Filed 2026-10-27
Radnor Capital Management, LLC
UNCHANGED
Shares12,010 from 12,010
Change0 (0%)
Value$1.3M (-$43.4K)
Filed 2026-10-23
Asset Allocation Strategies LLC
DECREASED
Shares12,007 from 15,409
Change-3,402 (-22%)
Value$1.3M (-$418.7K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
DECREASED
Shares11,857 from 14,537
Change-2,680 (-18%)
Value$1.3M (-$326.0K)
Filed 2026-11-04
Moneco Advisors, LLC
DECREASED
Shares11,702 from 11,776
Change-74 (-1%)
Value$1.2M (-$50.3K)
Filed 2026-11-05
Seneca Financial Advisors LLC
DECREASED
Shares11,641 from 11,824
Change-183 (-2%)
Value$1.2M (-$62.2K)
Filed 2026-10-28
USAdvisors Wealth Management, LLC
INCREASED
Shares11,589 from 11,341
Change+248 (+2%)
Value$1.2K (-$1.2M)
Filed 2026-10-21
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares11,522 from 11,522
Change0 (0%)
Value$1.2M (-$41.6K)
Filed 2026-11-02
Saxon Interests, Inc.
DECREASED
Shares11,374 from 22,465
Change-11,091 (-49%)
Value$1.2M (-$1.3M)
Filed 2026-10-26
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares11,366 from 11,366
Change0 (0%)
Value$1.2M (-$41.0K)
Filed 2026-10-06
Central Trust Co
DECREASED
Shares11,361 from 12,557
Change-1,196 (-10%)
Value$1.2M (-$173.0K)
Filed 2026-11-05
Pacific Park Financial, Inc.
DECREASED
Shares11,353 from 13,112
Change-1,759 (-13%)
Value$1.2M (-$235.0K)
Filed 2026-10-13
Rare Wolf Capital LLC
INCREASED
Shares11,152 from 11,151
Change+1 (+0%)
Value$1.2M (-$40.1K)
Filed 2026-10-20
BAR Harbor Wealth Management
UNCHANGED
Shares11,095 from 11,095
Change0 (0%)
Value$1.2M (-$40.1K)
Filed 2026-10-21
Lyell Wealth Management, LP
INCREASED
Shares11,037 from 10,512
Change+525 (+5%)
Value$1.2M (+$18.1K)
Filed 2026-10-30
Kendall Capital Management
DECREASED
Shares10,996 from 11,000
Change-4 (0%)
Value$1.2M (-$40.1K)
Filed 2026-10-23
Columbia Asset Management
UNCHANGED
Shares10,872 from 10,872
Change0 (0%)
Value$1.2M (-$39.2K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares10,797 from 10,331
Change+466 (+5%)
Value$1.2M (+$23.4K)
Filed 2026-11-02
Birch Hill Investment Advisors LLC
UNCHANGED
Shares10,706 from 10,706
Change0 (0%)
Value$1.1M (-$38.6K)
Filed 2026-10-16
Sunbeam Capital Management, LLC
INCREASED
Shares10,618 from 10,586
Change+32 (+0%)
Value$1.1M (-$34.8K)
Filed 2026-11-05
Mill Capital Management, LLC
UNCHANGED
Shares10,524 from 10,524
Change0 (0%)
Value$1.1M (-$38.0K)
Filed 2026-10-26
Encompass Wealth Advisors, LLC
INCREASED
Shares10,518 from 5,309
Change+5,209 (+98%)
Value$1.1M (+$536.7K)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares10,443 from 12,036
Change-1,593 (-13%)
Value$1.1M (-$213.4K)
Filed 2026-10-15
Center for Wealth Management Advisory
UNCHANGED
Shares10,427 from 10,427
Change0 (0%)
Value$1.1M (-$37.6K)
Filed 2026-10-23
Retirement Planning Group, LLC
DECREASED
Shares10,355 from 10,365
Change-10 (0%)
Value$1.1M (-$38.5K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
UNCHANGED
Shares10,332 from 10,332
Change0 (0%)
Value$1.1M (-$37.3K)
Filed 2026-10-13
Duncker Streett & Co Inc
DECREASED
Shares10,308 from 10,731
Change-423 (-4%)
Value$1.1M (-$83.8K)
Filed 2026-10-27
Narwhal Capital Management
UNCHANGED
Shares10,231 from 10,231
Change0 (0%)
Value$1.1M (-$36.9K)
Filed 2026-11-04
Mason & Associates, LLC
DECREASED
Shares10,182 from 10,201
Change-19 (0%)
Value$1.1M (-$38.9K)
Filed 2026-10-26
Crusonia Wealth Advisors LLC
INCREASED
Shares10,102 from 8,646
Change+1,456 (+17%)
Value$1.1M (+$124.2K)
Filed 2026-10-26
Breakwater Capital Group
UNCHANGED
Shares9,950 from 9,950
Change0 (0%)
Value$1.1M (-$35.9K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
INCREASED
Shares9,928 from 4,139
Change+5,789 (+140%)
Value$1.1M (+$657.0K)
Filed 2026-10-13
Vontobel Holding Ltd.
UNCHANGED
Shares9,925 from 9,925
Change0 (0%)
Value$1.1M (-$35.8K)
Filed 2026-10-16
RKL Wealth Management LLC
INCREASED
Shares9,893 from 9,876
Change+17 (+0%)
Value$1.1M (-$33.8K)
Filed 2026-10-16
North Star Investment Management Corp.
UNCHANGED
Shares9,660 from 9,660
Change0 (0%)
Value$1.0M (-$34.9K)
Filed 2026-10-27
Asset Advisory Group, Inc.
DECREASED
Shares9,523 from 9,558
Change-35 (0%)
Value$1.0M (-$38.3K)
Filed 2026-10-20
Beacon Financial Advisory LLC
INCREASED
Shares9,417 from 9,402
Change+15 (+0%)
Value$1.0M (-$32.3K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares9,408 from 9,408
Change0 (0%)
Value$1.0M (-$34.0K)
Filed 2026-10-16
Patten & Patten Inc
UNCHANGED
Shares9,400 from 9,400
Change0 (0%)
Value$1.0M (-$33.9K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares9,323 from 9,294
Change+29 (+0%)
Value$994.7K (-$30.6K)
Filed 2026-10-23
Certified Advisory Corp
INCREASED
Shares9,299 from 8,801
Change+498 (+6%)
Value$992.3K (+$21.4K)
Filed 2026-10-29
Parthenon LLC
DECREASED
Shares9,243 from 9,323
Change-80 (-1%)
Value$986.3K (-$42.2K)
Filed 2026-10-22
E&G Advisors, LLC
UNCHANGED
Shares9,153 from 9,153
Change0 (0%)
Value$976.7K (-$33.0K)
Filed 2026-10-13
Goldstein Advisors, LLC
INCREASED
Shares9,149 from 9,112
Change+37 (+0%)
Value$976.3K (-$28.9K)
Filed 2026-10-15
Selective Wealth Management, Inc.
DECREASED
Shares9,132 from 9,158
Change-26 (0%)
Value$1.0M (-$723)
Filed 2026-10-16
Buckhead Capital Management LLC
UNCHANGED
Shares9,116 from 9,116
Change0 (0%)
Value$972.8K (-$32.9K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares9,094 from 9,059
Change+35 (+0%)
Value$970.4K (-$29.0K)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares9,092 from 8,990
Change+102 (+1%)
Value$970.2K (-$21.6K)
Filed 2026-10-27
Innovative Wealth Building LLC
INCREASED
Shares9,064 from 8,787
Change+277 (+3%)
Value$967.3K (-$2.2K)
Filed 2026-10-14
Capital Investment Advisors, LLC
DECREASED
Shares8,909 from 8,949
Change-40 (0%)
Value$950.7K (-$36.6K)
Filed 2026-10-22
Baron Wealth Management LLC
INCREASED
Shares8,905 from 8,889
Change+16 (+0%)
Value$950.3K (-$30.4K)
Filed 2026-10-27
Center for Financial Planning, Inc.
DECREASED
Shares8,840 from 8,896
Change-56 (-1%)
Value$943.4K (-$38.0K)
Filed 2026-10-26
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares8,815 from 9,086
Change-271 (-3%)
Value$940.6K (-$61.7K)
Filed 2026-10-26
Midland Wealth Advisors, LLC
DECREASED
Shares8,791 from 8,826
Change-35 (0%)
Value$938.1K (-$35.6K)
Filed 2026-10-26
LEE Danner & Bass Inc
UNCHANGED
Shares8,766 from 8,766
Change0 (0%)
Value$935.4K (-$31.6K)
Filed 2026-10-27
Focused Alpha, LLC
INCREASED
Shares8,708 from 8,187
Change+521 (+6%)
Value$929.3K (+$26.1K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$928.4K (-$31.4K)
Filed 2026-10-16
Fulton Breakefield Broenniman LLC
INCREASED
Shares8,607 from 8,257
Change+350 (+4%)
Value$918.4K (+$7.5K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares8,558 from 8,649
Change-91 (-1%)
Value$913.3K (-$40.9K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares8,538 from 9,538
Change-1,000 (-10%)
Value$911.1K (-$141.1K)
Filed 2026-10-23
Tranquility Partners, LLC
DECREASED
Shares8,400 from 8,425
Change-25 (0%)
Value$895.5K (-$33.9K)
Filed 2026-10-20
Central Bank & Trust Co
UNCHANGED
Shares8,400 from 8,400
Change0 (0%)
Value$896.4K (-$30.3K)
Filed 2026-10-09
Ironwood Financial, llc
DECREASED
Shares8,330 from 8,333
Change-3 (0%)
Value$888.9K (-$25.9K)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares8,189 from 8,636
Change-447 (-5%)
Value$873.8K (-$78.9K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares8,168
Change+8,168
Value$901
Filed 2026-11-03
Carnegie Investment Counsel
INCREASED
Shares8,147 from 6,701
Change+1,446 (+22%)
Value$869.4K (+$130.1K)
Filed 2026-10-20
Beaumont Financial Advisors, LLC
DECREASED
Shares8,146 from 8,166
Change-20 (0%)
Value$869.3K (-$31.6K)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
DECREASED
Shares8,120 from 8,453
Change-333 (-4%)
Value$866.4K (-$66.1K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares8,091 from 5,910
Change+2,181 (+37%)
Value$863.4K (+$211.4K)
Filed 2026-10-08
New England Professional Planning Group Inc.
INCREASED
Shares8,063 from 8,058
Change+5 (+0%)
Value$860.4K (-$28.5K)
Filed 2026-10-29
Kanawha Capital Management LLC
DECREASED
Shares8,044 from 8,256
Change-212 (-3%)
Value$858.4K (-$52.4K)
Filed 2026-10-19
Summit Investment Advisory Services, LLC
DECREASED
Shares8,025 from 8,079
Change-54 (-1%)
Value$856.4K (-$35.0K)
Filed 2026-11-03
Essex Bank
DECREASED
Shares8,025 from 8,044
Change-19 (0%)
Value$856.3K (-$31.1K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
NEW
Shares8,012
Change+8,012
Value$854.9K
Filed 2026-10-13
Sterling Investment Counsel, LLC
INCREASED
Shares8,005 from 6,905
Change+1,100 (+16%)
Value$854.2K (+$92.5K)
Filed 2026-10-19
Fermata Advisors, LLC
INCREASED
Shares7,994 from 7,991
Change+3 (+0%)
Value$853.1K (-$28.4K)
Filed 2026-10-13
BLB&B Advisors, LLC
DECREASED
Shares7,973 from 8,241
Change-268 (-3%)
Value$850.8K (-$58.3K)
Filed 2026-10-27
Obermeyer Wealth Partners
UNCHANGED
Shares7,963 from 7,963
Change0 (0%)
Value$849.7K (-$28.7K)
Filed 2026-10-21
Smith Salley Wealth Management
DECREASED
Shares7,950 from 8,136
Change-186 (-2%)
Value$848.3K (-$49.2K)
Filed 2026-11-03
Next Level Private LLC
INCREASED
Shares7,946 from 7,923
Change+23 (+0%)
Value$847.9K (-$26.2K)
Filed 2026-10-20
MidAtlantic Capital Management, Inc.
INCREASED
Shares7,946 from 7,945
Change+1 (+0%)
Value$847.9K (-$28.6K)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares7,912 from 7,912
Change0 (0%)
Value$844.3K (-$28.6K)
Filed 2026-10-21
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares7,911 from 7,911
Change0 (0%)
Value$844.2K (-$28.6K)
Filed 2026-10-14
Polaris Investment Advisors, LLC
DECREASED
Shares7,895 from 7,932
Change-37 (0%)
Value$842.4K (-$32.6K)
Filed 2026-10-20
Flagstone Financial Management
UNCHANGED
Shares7,823 from 7,823
Change0 (0%)
Value$834.8K (-$28.2K)
Filed 2026-11-05
Old Second National Bank of Aurora
UNCHANGED
Shares7,780 from 7,780
Change0 (0%)
Value$830.2K (-$28.1K)
Filed 2026-10-22
Shepherd Financial Partners LLC
DECREASED
Shares7,763 from 7,850
Change-87 (-1%)
Value$828.4K (-$37.6K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares7,720 from 7,433
Change+287 (+4%)
Value$823.8K (+$3.7K)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares7,623 from 10,682
Change-3,059 (-29%)
Value$813.4K (-$365.0K)
Filed 2026-10-15
Waldron Private Wealth LLC
DECREASED
Shares7,585 from 9,213
Change-1,628 (-18%)
Value$809.4K (-$207.0K)
Filed 2026-11-02
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares7,574 from 7,212
Change+362 (+5%)
Value$808.2K (+$12.5K)
Filed 2026-10-29
CWA Asset Management Group, LLC
DECREASED
Shares7,531 from 9,249
Change-1,718 (-19%)
Value$803.6K (-$216.7K)
Filed 2026-10-19
Caldwell Trust Co
UNCHANGED
Shares7,531 from 7,531
Change0 (0%)
Value$803.6K (-$27.2K)
Filed 2026-10-30
Invenio Wealth Partners LLC
UNCHANGED
Shares7,529 from 7,529
Change0 (0%)
Value$803.4K (-$27.2K)
Filed 2026-10-20
Bensler, LLC
DECREASED
Shares7,526 from 7,787
Change-261 (-3%)
Value$803.1K (-$55.9K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares7,507 from 7,507
Change0 (0%)
Value$801.1K (-$27.1K)
Filed 2026-11-03
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares7,481 from 7,481
Change0 (0%)
Value$798.3K (-$27.0K)
Filed 2026-10-29
Diversified Management Inc
INCREASED
Shares7,465 from 7,463
Change+2 (+0%)
Value$796.6K (-$26.7K)
Filed 2026-10-08
Brady Family Wealth, LLC
UNCHANGED
Shares7,390 from 7,390
Change0 (0%)
Value$788.6K (-$26.7K)
Filed 2026-11-02
First Bancorp, Inc
UNCHANGED
Shares7,386 from 7,386
Change0 (0%)
Value$788.2K (-$26.7K)
Filed 2026-10-26
Richardson Financial Services Inc.
INCREASED
Shares7,348 from 6,510
Change+838 (+13%)
Value$784.1K (+$65.9K)
Filed 2026-10-30
ICW Investment Advisors LLC
INCREASED
Shares7,283 from 7,275
Change+8 (+0%)
Value$777.3K (-$25.4K)
Filed 2026-10-27
Greenhouse Wealth Management, LLC
INCREASED
Shares7,250 from 7,228
Change+22 (+0%)
Value$773.7K (-$23.8K)
Filed 2026-10-20
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares7,167 from 7,167
Change0 (0%)
Value$765.0K (-$26.0K)
Filed 2026-11-05
Roan Capital Partners
UNCHANGED
Shares7,130 from 7,130
Change0 (0%)
Value$760.8K (-$25.7K)
Filed 2026-10-09
Univest Financial Corp
DECREASED
Shares7,060 from 9,081
Change-2,021 (-22%)
Value$753.4K (-$248.4K)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares7,034 from 12,640
Change-5,606 (-44%)
Value$750.6K (-$643.8K)
Filed 2026-10-07
Ballew Advisors, Inc
INCREASED
Shares6,973 from 6,921
Change+52 (+1%)
Value$755.0K (-$8.6K)
Filed 2026-10-05
Anson Capital, Inc.
UNCHANGED
Shares6,933 from 6,933
Change0 (0%)
Value$739.8K (-$25.0K)
Filed 2026-10-23
Destiny Wealth Partners, LLC
NEW
Shares6,906
Change+6,906
Value$761.9K
Filed 2026-11-05
Moss Adams Wealth Advisors LLC
INCREASED
Shares6,871 from 6,675
Change+196 (+3%)
Value$733.2K (-$3.2K)
Filed 2026-10-28
Montis Financial, LLC
DECREASED
Shares6,819 from 7,309
Change-490 (-7%)
Value$727.6K (-$78.7K)
Filed 2026-11-04
Ashton Thomas Securities, LLC
NEW
Shares6,794
Change+6,794
Value$725.9K
Filed 2026-10-26
Diversified Portfolios, Inc.
INCREASED
Shares6,743 from 4,810
Change+1,933 (+40%)
Value$719.5K (+$188.9K)
Filed 2026-11-04
First Premier Bank
DECREASED
Shares6,719 from 6,783
Change-64 (-1%)
Value$717 (-$31)
Filed 2026-10-13
Cranbrook Wealth Management, LLC
DECREASED
Shares6,653 from 7,020
Change-367 (-5%)
Value$709.9K (-$64.5K)
Filed 2026-10-28
Piedmont Capital Management, LLC
UNCHANGED
Shares6,648 from 6,648
Change0 (0%)
Value$709.4K (-$24.0K)
Filed 2026-10-21
SilverOak Wealth Management LLC
UNCHANGED
Shares6,610 from 6,610
Change0 (0%)
Value$705.4K (-$23.9K)
Filed 2026-10-29
Cove Private Wealth, LLC
INCREASED
Shares6,506 from 2,992
Change+3,514 (+117%)
Value$694.3K (+$364.2K)
Filed 2026-10-28
McNaughton Wealth Management, LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$693.6K (-$23.5K)
Filed 2026-10-09
Relyea Zuckerberg Hanson LLC
INCREASED
Shares6,470 from 6,459
Change+11 (+0%)
Value$690.4K (-$22.2K)
Filed 2026-10-20
Associated Banc-Corp
INCREASED
Shares6,466 from 6,398
Change+68 (+1%)
Value$690.0K (-$15.8K)
Filed 2026-10-30
Curated Wealth Partners LLC
UNCHANGED
Shares6,459 from 6,459
Change0 (0%)
Value$689.2K (-$23.3K)
Filed 2026-10-15
Segment Wealth Management, LLC
UNCHANGED
Shares6,449 from 6,449
Change0 (0%)
Value$688.2K (-$23.3K)
Filed 2026-10-26
Florida Trust Wealth Management Co
DECREASED
Shares6,406 from 6,451
Change-45 (-1%)
Value$683.6K (-$28.1K)
Filed 2026-11-05
Wealth Dimensions Group, Ltd.
INCREASED
Shares6,398 from 4,902
Change+1,496 (+31%)
Value$682.7K (+$141.9K)
Filed 2026-11-02
Postrock Partners LLC
UNCHANGED
Shares6,376 from 6,376
Change0 (0%)
Value$680.4K (-$23.0K)
Filed 2026-11-02
Cordatus Wealth Management LLC
DECREASED
Shares6,367 from 6,495
Change-128 (-2%)
Value$679.4K (-$37.1K)
Filed 2026-10-19
Allegheny Financial Group
INCREASED
Shares6,338 from 5,908
Change+430 (+7%)
Value$676.4K (+$24.6K)
Filed 2026-11-05
Cassia Capital Partners, LLC
DECREASED
Shares6,312 from 6,915
Change-603 (-9%)
Value$673.6K (-$89.3K)
Filed 2026-11-04
Ballast Financial Advisors LLC
INCREASED
Shares6,306 from 5,732
Change+574 (+10%)
Value$672.9K (+$40.6K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares6,306 from 6,115
Change+191 (+3%)
Value$672.9K (-$1.8K)
Filed 2026-10-22
First Nebraska Trust Co
UNCHANGED
Shares6,285 from 6,285
Change0 (0%)
Value$670.7K (-$22.7K)
Filed 2026-10-30
Bangor Savings Bank
UNCHANGED
Shares6,270 from 6,270
Change0 (0%)
Value$669.1K (-$22.6K)
Filed 2026-10-06
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares6,262 from 4,693
Change+1,569 (+33%)
Value$668.2K (+$151.4K)
Filed 2026-10-14
Vaquero Private Wealth, LTD
UNCHANGED
Shares6,192 from 6,192
Change0 (0%)
Value$660.7K (-$22.4K)
Filed 2026-10-27
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares6,191 from 6,191
Change0 (0%)
Value$660.6K (-$22.3K)
Filed 2026-11-03
Wise Wealth Partners
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$658.4K (-$22.3K)
Filed 2026-10-14
Reston Wealth Management LLC
INCREASED
Shares6,168 from 6,150
Change+18 (+0%)
Value$658.1K (-$20.3K)
Filed 2026-10-29
Jamison Private Wealth Management, Inc.
INCREASED
Shares6,160 from 5,206
Change+954 (+18%)
Value$657.3K (+$83.0K)
Filed 2026-10-14
Trust Co of the South
UNCHANGED
Shares6,145 from 6,145
Change0 (0%)
Value$655.7K (-$22.2K)
Filed 2026-10-21
Forum Financial Management, LP
UNCHANGED
Shares6,096 from 6,096
Change0 (0%)
Value$650.5K (-$22.0K)
Filed 2026-10-16
Rockland Trust Co
UNCHANGED
Shares6,085 from 6,085
Change0 (0%)
Value$649.3K (-$22.0K)
Filed 2026-10-05
Uptick Partners, LLC
DECREASED
Shares6,036 from 7,087
Change-1,051 (-15%)
Value$644.1K (-$137.7K)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
DECREASED
Shares6,012 from 6,144
Change-132 (-2%)
Value$641.5K (-$36.3K)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares5,960 from 5,960
Change0 (0%)
Value$636.0K (-$21.5K)
Filed 2026-11-03
Bernardo Wealth Planning LLC
INCREASED
Shares5,958 from 3,519
Change+2,439 (+69%)
Value$635.7K (+$247.5K)
Filed 2026-10-23
Richardson Capital Management LLC
UNCHANGED
Shares5,926 from 5,926
Change0 (0%)
Value$632.4K (-$21.4K)
Filed 2026-10-23
First Financial Corp
UNCHANGED
Shares5,891 from 5,891
Change0 (0%)
Value$628.6K (-$21.3K)
Filed 2026-10-13
Endeavor Private Wealth, Inc.
DECREASED
Shares5,872 from 6,668
Change-796 (-12%)
Value$626.6K (-$109.0K)
Filed 2026-11-05
1900 Wealth Management LLC
DECREASED
Shares5,788 from 23,048
Change-17,260 (-75%)
Value$617.7K (-$1.9M)
Filed 2026-10-13
Hunter Associates Investment Management LLC
DECREASED
Shares5,749 from 5,813
Change-64 (-1%)
Value$613 (-$640.4K)
Filed 2026-10-26
Facet Wealth, Inc.
DECREASED
Shares5,741 from 6,041
Change-300 (-5%)
Value$612.6K (-$53.8K)
Filed 2026-11-04
Union Savings Bank
UNCHANGED
Shares5,647 from 5,647
Change0 (0%)
Value$602.6K (-$20.4K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares5,620 from 5,644
Change-24 (0%)
Value$599.7K (-$23.0K)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares5,509 from 5,509
Change0 (0%)
Value$587.9K (-$19.9K)
Filed 2026-10-30
TFC Financial Management, Inc.
UNCHANGED
Shares5,495 from 5,495
Change0 (0%)
Value$586.4K (-$19.8K)
Filed 2026-10-26
Columbia Bank
DECREASED
Shares5,488 from 5,838
Change-350 (-6%)
Value$585.6K (-$58.4K)
Filed 2026-10-29
Bear Mountain Capital, Inc.
DECREASED
Shares5,471 from 5,978
Change-507 (-8%)
Value$593.6K (-$62.8K)
Filed 2026-11-04
Fourpath Capital Management, LLC
UNCHANGED
Shares5,465 from 5,465
Change0 (0%)
Value$583.2K (-$19.7K)
Filed 2026-10-19
Intrua Financial, LLC
INCREASED
Shares5,427 from 5,425
Change+2 (+0%)
Value$579.1K (-$19.4K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares5,406 from 4,404
Change+1,002 (+23%)
Value$576.9K (+$91.0K)
Filed 2026-11-03
Park National Corp
INCREASED
Shares5,399 from 4,844
Change+555 (+11%)
Value$576.1K (+$41.7K)
Filed 2026-10-05
Stevens Capital Partners
INCREASED
Shares5,374 from 5,363
Change+11 (+0%)
Value$573.5K (-$18.1K)
Filed 2026-10-29
Everhart Financial Group, Inc.
DECREASED
Shares5,366 from 5,367
Change-1 (0%)
Value$572.6K (-$19.5K)
Filed 2026-10-08
Arbor Wealth Advisors LLC
UNCHANGED
Shares5,337 from 5,337
Change0 (0%)
Value$569.5K (-$19.3K)
Filed 2026-10-09
Macroview Investment Management LLC
DECREASED
Shares5,318 from 5,498
Change-180 (-3%)
Value$567.5K (-$39.0K)
Filed 2026-10-26
15 Wealth Advisors LLC
NEW
Shares5,308
Change+5,308
Value$566.4K
Filed 2026-10-14
Fiduciary Advisors, Inc.
INCREASED
Shares5,304 from 5,288
Change+16 (+0%)
Value$566.0K (-$17.4K)
Filed 2026-10-16
United Community Bank
DECREASED
Shares5,296 from 5,303
Change-7 (0%)
Value$565.1K (-$19.9K)
Filed 2026-10-28
Lawood & Co
DECREASED
Shares5,275 from 5,459
Change-184 (-3%)
Value$562.9K (-$39.3K)
Filed 2026-10-09
Harbour Capital Advisors, LLC
UNCHANGED
Shares5,260 from 5,260
Change0 (0%)
Value$561.3K (-$17.4K)
Filed 2026-10-13
Torrey Growth & Income Advisors
DECREASED
Shares5,247 from 5,258
Change-11 (0%)
Value$563.2K (-$17.3K)
Filed 2026-11-04
TMB Capital Partners, LLC
UNCHANGED
Shares5,217 from 5,217
Change0 (0%)
Value$556.7K (-$18.8K)
Filed 2026-10-20
Granite Islands Private Wealth, LLC
UNCHANGED
Shares5,214 from 5,214
Change0 (0%)
Value$556.4K (-$18.8K)
Filed 2026-10-16
Salomon & Ludwin, LLC
DECREASED
Shares5,206 from 5,210
Change-4 (0%)
Value$555.5K (-$18.5K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
DECREASED
Shares5,200 from 5,879
Change-679 (-12%)
Value$554.9K (-$93.7K)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
UNCHANGED
Shares5,153 from 5,153
Change0 (0%)
Value$549.9K (-$18.6K)
Filed 2026-10-30
Charles Schwab Trust Co
INCREASED
Shares5,149 from 4,355
Change+794 (+18%)
Value$549.5K (+$69.0K)
Filed 2026-10-15
Sfam, LLC
DECREASED
Shares5,138 from 5,343
Change-205 (-4%)
Value$548.3K (-$41.2K)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares5,132 from 5,532
Change-400 (-7%)
Value$547.6K (-$62.7K)
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares5,106 from 4,826
Change+280 (+6%)
Value$544.9K (+$12.4K)
Filed 2026-11-02
DBK Financial Counsel, LLC
UNCHANGED
Shares5,105 from 5,105
Change0 (0%)
Value$544.8K (-$18.4K)
Filed 2026-10-13
Lmcg Investments, LLC
UNCHANGED
Shares5,082 from 5,082
Change0 (0%)
Value$542.3K (-$18.3K)
Filed 2026-10-21
Arthur M. Cohen & Associates, LLC
INCREASED
Shares5,067 from 5,059
Change+8 (+0%)
Value$540.8K (-$17.4K)
Filed 2026-10-26
Plancorp, LLC
UNCHANGED
Shares5,064 from 5,064
Change0 (0%)
Value$557.2K (+$1.3K)
Filed 2026-11-03
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares5,054 from 4,573
Change+481 (+11%)
Value$539.3K (+$34.8K)
Filed 2026-10-22
King Luther Capital Management Corp
NEW
Shares5,052
Change+5,052
Value$539.1K
Filed 2026-11-05
Altus Wealth Group LLC
INCREASED
Shares5,045 from 5,041
Change+4 (+0%)
Value$538.4K (-$17.7K)
Filed 2026-10-20
Weil Company, Inc.
UNCHANGED
Shares5,036 from 5,036
Change0 (0%)
Value$537.4K (-$18.2K)
Filed 2026-10-14
Canandaigua National Trust Co of Florida
NEW
Shares5,026
Change+5,026
Value$536.3K
Filed 2026-10-07
Register Financial Advisors LLC
DECREASED
Shares5,016 from 5,420
Change-404 (-7%)
Value$535.3K (-$62.6K)
Filed 2026-10-23
Kirr Marbach & Co LLC
NEW
Shares5,000
Change+5,000
Value$533.6K
Filed 2026-10-20
Joel Isaacson & Co., LLC
UNCHANGED
Shares4,972 from 4,972
Change0 (0%)
Value$530.6K (-$17.9K)
Filed 2026-11-05
William Mack & Associates, Inc.
INCREASED
Shares4,970 from 4,957
Change+13 (+0%)
Value$530.3K (-$16.5K)
Filed 2026-10-27
Lake Street Private Wealth, LLC
DECREASED
Shares4,964 from 5,748
Change-784 (-14%)
Value$529.7K (-$104.5K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares4,958 from 4,958
Change0 (0%)
Value$547.1K ($0)
Filed 2026-10-26
Flagship Private Wealth, LLC
INCREASED
Shares4,957 from 4,575
Change+382 (+8%)
Value$528.9K (+$24.2K)
Filed 2026-11-05
Balefire, LLC
DECREASED
Shares4,912 from 5,752
Change-840 (-15%)
Value$524.2K (-$110.4K)
Filed 2026-10-09
Nolet Wealth Management, LLC
UNCHANGED
Shares4,910 from 4,910
Change0 (0%)
Value$523.9K (-$17.7K)
Filed 2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares4,906 from 5,661
Change-755 (-13%)
Value$523.5K (-$101.0K)
Filed 2026-10-08
Breachway Investments LLC
UNCHANGED
Shares4,895 from 4,895
Change0 (0%)
Value$522.3K (-$17.7K)
Filed 2026-10-19
InvesTrust
UNCHANGED
Shares4,893 from 4,893
Change0 (0%)
Value$522.1K (-$17.7K)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED
Shares4,885 from 2,282
Change+2,603 (+114%)
Value$521.3K (+$269.5K)
Filed 2026-10-05
Ashurst Perkins Coie Trust Co
DECREASED
Shares4,880 from 4,930
Change-50 (-1%)
Value$520.7K (-$23.1K)
Filed 2026-10-15
Cordgrass Capital Advisors, LLC
INCREASED
Shares4,845 from 4,170
Change+675 (+16%)
Value$517.0K (+$57.0K)
Filed 2026-10-30
Windsor Capital Management, LLC
UNCHANGED
Shares4,803 from 4,803
Change0 (0%)
Value$512.6K (-$17.4K)
Filed 2026-10-13
L.K. Benson & Company, P.C.
UNCHANGED
Shares4,785 from 4,785
Change0 (0%)
Value$510.6K (-$17.3K)
Filed 2026-10-23
Sterling Capital Management LLC
DECREASED
Shares4,778 from 12,397
Change-7,619 (-61%)
Value$509.9K (-$857.8K)
Filed 2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED
Shares4,768 from 4,767
Change+1 (+0%)
Value$516.5K (-$6.9K)
Filed 2026-10-21
My Personal CFO, LLC
DECREASED
Shares4,760 from 5,409
Change-649 (-12%)
Value$507.9K (-$88.8K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares4,734 from 4,734
Change0 (0%)
Value$505.2K (-$17.1K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares4,727 from 4,640
Change+87 (+2%)
Value$511.5K (-$314)
Filed 2026-10-15
Landmark Wealth Management, LLC
INCREASED
Shares4,717 from 4,583
Change+134 (+3%)
Value$503.3K (-$2.2K)
Filed 2026-11-03
Legacy Wealth Management, LLC / MS
INCREASED
Shares4,714 from 3,284
Change+1,430 (+44%)
Value$503.0K (+$140.8K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
DECREASED
Shares4,708 from 4,754
Change-46 (-1%)
Value$502.4K (-$22.0K)
Filed 2026-10-26
Veracity Capital LLC
INCREASED
Shares4,666 from 4,665
Change+1 (+0%)
Value$497.9K (-$16.7K)
Filed 2026-10-08
Beacon Capital Management, LLC
INCREASED
Shares4,649 from 3,564
Change+1,085 (+30%)
Value$496.1K (+$102.9K)
Filed 2026-10-23
Rose Capital Advisors LLC
DECREASED
Shares4,642 from 5,784
Change-1,142 (-20%)
Value$495.4K (-$142.6K)
Filed 2026-11-04
New Hampshire Trust
UNCHANGED
Shares4,611 from 4,611
Change0 (0%)
Value$492.0K (-$16.6K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
DECREASED
Shares4,600 from 4,954
Change-354 (-7%)
Value$490.9K (-$55.6K)
Filed 2026-10-27
Praetorian Wealth Management, Inc.
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$480.2K (-$16.2K)
Filed 2026-10-16
Brooklyn FI, LLC
NEW
Shares4,490
Change+4,490
Value$500.9K
Filed 2026-11-05
Guardian Asset Advisors, LLC
INCREASED
Shares4,485 from 4,472
Change+13 (+0%)
Value$478.8K (-$14.7K)
Filed 2026-10-16
Hohimer Wealth Management, LLC
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$474.9K (-$16.1K)
Filed 2026-11-04
Tepp RIA, LLC
INCREASED
Shares4,447 from 4,434
Change+13 (+0%)
Value$474.5K (-$14.6K)
Filed 2026-10-14
Victory Financial Group, LLC
DECREASED
Shares4,410 from 4,466
Change-56 (-1%)
Value$470.6K (-$22.1K)
Filed 2026-10-27
HMS Capital Management, LLC
UNCHANGED
Shares4,393 from 4,393
Change0 (0%)
Value$468.8K (-$15.9K)
Filed 2026-10-20
LMG Wealth Partners, LLC
UNCHANGED
Shares4,371 from 4,371
Change0 (0%)
Value$466.4K (-$15.8K)
Filed 2026-11-05
Invera Wealth Advisors, LLC
UNCHANGED
Shares4,364 from 4,364
Change0 (0%)
Value$465.7K (-$15.8K)
Filed 2026-10-28
Old Peak Finance LLC
UNCHANGED
Shares4,352 from 4,352
Change0 (0%)
Value$464.4K (-$15.7K)
Filed 2026-11-02
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$464.2K (-$15.7K)
Filed 2026-10-23
Tred Avon Family Wealth, LLC
UNCHANGED
Shares4,335 from 4,335
Change0 (0%)
Value$462.6K (-$15.6K)
Filed 2026-10-20
Trust Co
INCREASED
Shares4,329 from 4,237
Change+92 (+2%)
Value$461.9K (-$5.5K)
Filed 2026-10-09
Parcion Private Wealth LLC
UNCHANGED
Shares4,253 from 4,253
Change0 (0%)
Value$453.8K (-$15.4K)
Filed 2026-10-28
Quartz Partners, LLC
NEW
Shares4,241
Change+4,241
Value$452.6K
Filed 2026-11-03
Titleist Asset Management, LLC
NEW
Shares4,239
Change+4,239
Value$452.4K
Filed 2026-10-08
Wealthcare Advisory Partners LLC
DECREASED
Shares4,236 from 4,262
Change-26 (-1%)
Value$452.1K (-$18.1K)
Filed 2026-10-21
MTM Investment Management, LLC
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$451.4K (-$15.2K)
Filed 2026-10-30
BlueChip Wealth Advisors LLC
UNCHANGED
Shares4,218 from 4,218
Change0 (0%)
Value$450.1K (-$15.2K)
Filed 2026-11-03
Impact Capital Partners LLC
DECREASED
Shares4,212 from 6,356
Change-2,144 (-34%)
Value$449.5K (-$251.7K)
Filed 2026-10-22
AAF Wealth Management, LLC
DECREASED
Shares4,190 from 4,276
Change-86 (-2%)
Value$447.1K (-$24.6K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares4,186 from 4,186
Change0 (0%)
Value$447 (-$461.6K)
Filed 2026-10-14
ARS Wealth Advisors Group, LLC
DECREASED
Shares4,185 from 4,383
Change-198 (-5%)
Value$446.6K (-$37.0K)
Filed 2026-10-16
Sentinel Trust Co LBA
UNCHANGED
Shares4,165 from 4,165
Change0 (0%)
Value$444.0K (+$443.5K)
Filed 2026-11-03
Magnus Financial Group LLC
INCREASED
Shares4,147 from 4,144
Change+3 (+0%)
Value$442.5K (-$14.7K)
Filed 2026-10-21
Ironwood Wealth Management, Llc.
INCREASED
Shares4,114 from 1,046
Change+3,068 (+293%)
Value$439.0K (+$323.6K)
Filed 2026-10-28
CRA Financial Services, LLC
UNCHANGED
Shares4,099 from 4,099
Change0 (0%)
Value$437.4K (-$14.7K)
Filed 2026-10-16
Vann Equity Management LLC
INCREASED
Shares4,085 from 4,037
Change+48 (+1%)
Value$435.9K (-$9.5K)
Filed 2026-10-08
Arrow Financial Corp
UNCHANGED
Shares4,076 from 4,076
Change0 (0%)
Value$435.0K (-$14.7K)
Filed 2026-10-26
Redw Wealth LLC
UNCHANGED
Shares4,051 from 4,051
Change0 (0%)
Value$432.3K (-$14.6K)
Filed 2026-11-02
Fiduciary Financial Group, LLC
UNCHANGED
Shares4,048 from 4,048
Change0 (0%)
Value$432.0K (-$14.6K)
Filed 2026-10-13
Northeast Investment Management
DECREASED
Shares4,040 from 4,209
Change-169 (-4%)
Value$431.1K (-$33.2K)
Filed 2026-10-30
Phoenix Wealth Advisors
UNCHANGED
Shares4,028 from 4,028
Change0 (0%)
Value$429.8K (-$14.5K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$426.8K (-$14.4K)
Filed 2026-10-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares3,979 from 3,979
Change0 (0%)
Value$424.6K (-$14.4K)
Filed 2026-10-23
Tanager Wealth Management LLP
UNCHANGED
Shares3,940 from 3,940
Change0 (0%)
Value$420.4K (-$14.2K)
Filed 2026-10-19
Aprio Wealth Management, LLC
UNCHANGED
Shares3,929 from 3,929
Change0 (0%)
Value$419.3K (-$14.2K)
Filed 2026-10-28
AmeriServ Wealth Advisors
DECREASED
Shares3,925 from 5,892
Change-1,967 (-33%)
Value$418.8K (-$231.2K)
Filed 2026-10-21
Guidance Point Advisors, LLC
INCREASED
Shares3,896 from 3,894
Change+2 (+0%)
Value$415.8K (-$13.9K)
Filed 2026-10-15
McClarren Financial Advisors, Inc.
UNCHANGED
Shares3,890 from 3,890
Change0 (0%)
Value$415.1K (-$14.0K)
Filed 2026-10-15
Accurate Wealth Management, LLC
INCREASED
Shares3,884 from 3,626
Change+258 (+7%)
Value$425.6K (+$26.7K)
Filed 2026-10-20
Valley National Advisers Inc
UNCHANGED
Shares3,876 from 3,876
Change0 (0%)
Value$413.6K (-$14.0K)
Filed 2026-10-23
GC Wealth Management RIA, LLC
DECREASED
Shares3,874 from 8,774
Change-4,900 (-56%)
Value$413.5K (-$554.4K)
Filed 2026-11-02
Collective Family Office LLC
INCREASED
Shares3,866 from 3,836
Change+30 (+1%)
Value$412.5K (-$10.6K)
Filed 2026-10-05
SMI Advisory Services, LLC
DECREASED
Shares3,862 from 3,899
Change-37 (-1%)
Value$424.1K (-$7.1K)
Filed 2026-10-13
Colorado Capital Management, Inc.
UNCHANGED
Shares3,858 from 3,858
Change0 (0%)
Value$412 (-$14)
Filed 2026-10-15
Bell Bank
DECREASED
Shares3,838 from 3,905
Change-67 (-2%)
Value$409.6K (-$21.2K)
Filed 2026-10-21
TrustBank
DECREASED
Shares3,825 from 4,475
Change-650 (-15%)
Value$408.2K (-$85.5K)
Filed 2026-10-20
Evermay Wealth Management LLC
UNCHANGED
Shares3,784 from 3,784
Change0 (0%)
Value$403.8K (-$13.7K)
Filed 2026-11-05
Lynx Investment Advisory
INCREASED
Shares3,767 from 3,367
Change+400 (+12%)
Value$402.0K (+$30.6K)
Filed 2026-10-27
WealthCare Investment Partners, LLC
INCREASED
Shares3,728 from 2,948
Change+780 (+26%)
Value$397.8K (+$72.6K)
Filed 2026-11-05
Steinberganna Wealth Management
DECREASED
Shares3,711 from 3,814
Change-103 (-3%)
Value$396.0K (-$24.8K)
Filed 2026-10-23
Aspen Investment Management Inc
INCREASED
Shares3,703 from 3,675
Change+28 (+1%)
Value$395.0K (+$394.6K)
Filed 2026-11-05
Goldenstone Wealth Management LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$394.8K (-$13.4K)
Filed 2026-11-04
ARS Investment Partners, LLC
INCREASED
Shares3,668 from 2,639
Change+1,029 (+39%)
Value$391.4K (+$100.3K)
Filed 2026-11-05
Arlington Trust Co LLC
INCREASED
Shares3,653 from 1,653
Change+2,000 (+121%)
Value$389.8K (+$207.5K)
Filed 2026-10-20
Capital Investment Counsel, Inc
DECREASED
Shares3,620 from 3,688
Change-68 (-2%)
Value$386.3K (-$20.6K)
Filed 2026-10-20
American Financial & TAX Strategies Inc
UNCHANGED
Shares3,602 from 3,602
Change0 (0%)
Value$384.4K (-$13.0K)
Filed 2026-10-16
Poehling Capital Management, Inc.
UNCHANGED
Shares3,588 from 3,588
Change0 (0%)
Value$382.9K (-$13.0K)
Filed 2026-10-20
CPA Asset Management Group, LLC
DECREASED
Shares3,584 from 3,598
Change-14 (0%)
Value$382.4K (-$14.5K)
Filed 2026-10-26
Waterfront Wealth Inc.
DECREASED
Shares3,573 from 3,716
Change-143 (-4%)
Value$391.4K (-$17.4K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares3,567 from 3,747
Change-180 (-5%)
Value$380.6K (-$32.7K)
Filed 2026-10-20
Affinity Capital Advisors, LLC
DECREASED
Shares3,556 from 3,738
Change-182 (-5%)
Value$390.5K (-$22.9K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
DECREASED
Shares3,538 from 3,851
Change-313 (-8%)
Value$377.5K (-$47.3K)
Filed 2026-10-27
Burney Co/
INCREASED
Shares3,512 from 3,426
Change+86 (+3%)
Value$374.8K (-$3.2K)
Filed 2026-10-15
Ledyard National Bank
DECREASED
Shares3,506 from 3,828
Change-322 (-8%)
Value$374.1K (-$48.2K)
Filed 2026-10-21
First Interstate Bank
DECREASED
Shares3,496 from 3,674
Change-178 (-5%)
Value$373.1K (-$32.3K)
Filed 2026-10-23
Towerpoint Wealth, LLC
INCREASED
Shares3,492 from 3,194
Change+298 (+9%)
Value$372.6K (+$20.3K)
Filed 2026-10-13
Topel & Distasi Wealth Management, LLC
UNCHANGED
Shares3,466 from 3,466
Change0 (0%)
Value$369.9K (-$12.5K)
Filed 2026-11-05
PUREfi Wealth, LLC
DECREASED
Shares3,462 from 3,738
Change-276 (-7%)
Value$369.4K (-$42.9K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
INCREASED
Shares3,433 from 2,779
Change+654 (+24%)
Value$366.3K (+$59.8K)
Filed 2026-11-03
JGP Wealth Management, LLC
UNCHANGED
Shares3,415 from 3,415
Change0 (0%)
Value$364.4K (-$12.3K)
Filed 2026-10-13
Antonelli Financial Advisors, LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$363.0K (-$12.0K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
INCREASED
Shares3,366 from 3,319
Change+47 (+1%)
Value$359.2K (-$7.0K)
Filed 2026-10-29
Revolve Wealth Partners, LLC
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$358.5K (-$12.1K)
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares3,354
Change+3,354
Value$357.9K
Filed 2026-10-28
Tctc Holdings, LLC
INCREASED
Shares3,352 from 1,945
Change+1,407 (+72%)
Value$357.7K (+$143.1K)
Filed 2026-11-02
Biltmore Family Office, LLC
UNCHANGED
Shares3,347 from 3,347
Change0 (0%)
Value$357.2K (-$12.1K)
Filed 2026-11-03
Kure Advisory, LLC
UNCHANGED
Shares3,335 from 3,335
Change0 (0%)
Value$355.9K (-$12.0K)
Filed 2026-10-08
Guyasuta Investment Advisors Inc
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$352.1K (-$11.9K)
Filed 2026-10-15
First County Bank
INCREASED
Shares3,281 from 3,111
Change+170 (+5%)
Value$350.1K (+$6.9K)
Filed 2026-10-13
Opus Capital Group, LLC
INCREASED
Shares3,280 from 2,605
Change+675 (+26%)
Value$350 (-$286.7K)
Filed 2026-10-30
Meridian Investment Counsel Inc.
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$349.5K (-$11.8K)
Filed 2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares3,261 from 3,371
Change-110 (-3%)
Value$348.0K (-$23.9K)
Filed 2026-10-13
GHP Investment Advisors, Inc.
UNCHANGED
Shares3,259 from 3,259
Change0 (0%)
Value$347.8K (-$11.8K)
Filed 2026-10-15
Townsend Asset Management Corp
UNCHANGED
Shares3,246 from 3,246
Change0 (0%)
Value$346.4K (-$11.7K)
Filed 2026-10-29
Teamwork Financial Advisors, LLC
NEW
Shares3,238
Change+3,238
Value$345.5K
Filed 2026-10-19
Vaughan David Investments LLC
INCREASED
Shares3,231 from 3,230
Change+1 (+0%)
Value$345.0K (-$11.0K)
Filed 2026-11-05
Enclave Advisors LLC
DECREASED
Shares3,209 from 3,280
Change-71 (-2%)
Value$342.5K (-$19.4K)
Filed 2026-10-14
Wedgewood Investors Inc
DECREASED
Shares3,200 from 3,250
Change-50 (-2%)
Value$341.5K (-$17.1K)
Filed 2026-10-28
Journey Beyond Wealth, LLC
INCREASED
Shares3,195 from 3,178
Change+17 (+1%)
Value$340.9K (-$9.7K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares3,180 from 128,033
Change-124,853 (-98%)
Value$339.4K (-$13.8M)
Filed 2026-10-21
Community Bank of Raymore
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$338.8K (-$11.5K)
Filed 2026-10-23
Romano Brothers and Company
INCREASED
Shares3,172 from 2,375
Change+797 (+34%)
Value$338.5K (+$76.5K)
Filed 2026-10-22
Monument Capital Management
DECREASED
Shares3,155 from 3,335
Change-180 (-5%)
Value$336.7K (-$31.2K)
Filed 2026-10-09
Formidable Asset Management, LLC
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$347.5K (+$41.2K)
Filed 2026-11-03
Main Line Retirement Advisors, LLC
INCREASED
Shares3,143 from 3,134
Change+9 (+0%)
Value$335.4K (-$10.3K)
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares3,122
Change+3,122
Value$333.1K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares3,122 from 2,257
Change+865 (+38%)
Value$333.1K (+$84.1K)
Filed 2026-10-14
Emerald Advisors, LLC
UNCHANGED
Shares3,117 from 3,117
Change0 (0%)
Value$332.7K (-$11.3K)
Filed 2026-10-13
Trace Wealth Advisors, LLC
NEW
Shares3,099
Change+3,099
Value$330.7K
Filed 2026-10-30
Winthrop Capital Management, LLC
UNCHANGED
Shares3,098 from 3,098
Change0 (0%)
Value$330.6K (-$11.4K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares3,092 from 3,832
Change-740 (-19%)
Value$329.9K (-$92.8K)
Filed 2026-10-28
Castleview Partners, LLC
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$329.7K (-$11.2K)
Filed 2026-10-09
Grandfield & Dodd, LLC
UNCHANGED
Shares3,086 from 3,086
Change0 (0%)
Value$329.3K (-$11.1K)
Filed 2026-10-29
Detalus Advisors, LLC
DECREASED
Shares3,085 from 3,492
Change-407 (-12%)
Value$329.2K (-$56.0K)
Filed 2026-10-15
Annex Advisory Services, LLC
NEW
Shares3,072
Change+3,072
Value$327.8K
Filed 2026-10-16
Adirondack Trust Co
DECREASED
Shares3,061 from 3,075
Change-14 (0%)
Value$326.6K (-$12.6K)
Filed 2026-10-14
Weaver Consulting Group
UNCHANGED
Shares3,058 from 3,058
Change0 (0%)
Value$326.3K (-$11.0K)
Filed 2026-10-07
YHB Investment Advisors, Inc.
DECREASED
Shares3,052 from 3,082
Change-30 (-1%)
Value$325.7K (-$14.3K)
Filed 2026-10-08
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares3,042 from 3,042
Change0 (0%)
Value$324.6K (-$11.0K)
Filed 2026-10-28
Accredited Investor Services, LLC
UNCHANGED
Shares3,032 from 3,032
Change0 (0%)
Value$323.5K (-$10.9K)
Filed 2026-10-22
1834 Investment Advisors Co
UNCHANGED
Shares3,028 from 3,028
Change0 (0%)
Value$323.1K (-$10.9K)
Filed 2026-10-16
Ulland Investment Advisors, LLC
UNCHANGED
Shares3,025 from 3,025
Change0 (0%)
Value$323 (-$11)
Filed 2026-10-13
Allstreet Capital Advisors LLC
INCREASED
Shares3,023 from 3,005
Change+18 (+1%)
Value$322.6K (-$8.9K)
Filed 2026-11-04
OFS Enterprise LLC
UNCHANGED
Shares3,021 from 3,021
Change0 (0%)
Value$322.4K (-$10.9K)
Filed 2026-10-16
TPG Advisors LLC
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$322.3K (-$10.9K)
Filed 2026-10-16
Trust Co of Vermont
UNCHANGED
Shares3,019 from 3,019
Change0 (0%)
Value$322.2K (-$10.9K)
Filed 2026-10-21
Integrity Wealth Partners, LLC
NEW
Shares3,000
Change+3,000
Value$320.1K
Filed 2026-10-14
Herold Advisors, Inc.
DECREASED
Shares3,000 from 3,800
Change-800 (-21%)
Value$320.1K (-$98.9K)
Filed 2026-10-19
Eclectic Associates Inc
DECREASED
Shares3,000 from 3,001
Change-1 (0%)
Value$320.1K (-$10.9K)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$320.1K (-$10.8K)
Filed 2026-10-23
Accelerate Investment Advisors LLC
INCREASED
Shares2,977 from 2,896
Change+81 (+3%)
Value$317.7K (-$1.8K)
Filed 2026-11-02
Grey Ledge Advisors, LLC
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$317.5K (-$10.7K)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares2,964 from 2,964
Change0 (0%)
Value$316.3K (-$10.7K)
Filed 2026-10-08
Pinkerton Wealth, LLC
DECREASED
Shares2,960 from 3,007
Change-47 (-2%)
Value$315.9K (+$23.5K)
Filed 2026-10-29
Tableaux LLC
UNCHANGED
Shares2,960 from 2,960
Change0 (0%)
Value$315.9K (-$10.7K)
Filed 2026-10-23
Moran Wealth Management, LLC
UNCHANGED
Shares2,952 from 2,952
Change0 (0%)
Value$315.0K (-$10.7K)
Filed 2026-10-22
Royal Harbor Partners, LLC
UNCHANGED
Shares2,948 from 2,948
Change0 (0%)
Value$314.6K (-$10.6K)
Filed 2026-10-29
First Bank & Trust
UNCHANGED
Shares2,943 from 2,943
Change0 (0%)
Value$314.0K (-$10.6K)
Filed 2026-10-19
Arbor Investment Advisors, LLC
DECREASED
Shares2,936 from 3,099
Change-163 (-5%)
Value$313.3K (-$28.6K)
Filed 2026-10-26
Tritonpoint Wealth, LLC
UNCHANGED
Shares2,934 from 2,934
Change0 (0%)
Value$313.1K (-$10.6K)
Filed 2026-10-19
Plan A Wealth LLC
UNCHANGED
Shares2,915 from 2,915
Change0 (0%)
Value$311.1K (-$10.5K)
Filed 2026-10-08
Acima Private Wealth, LLC
UNCHANGED
Shares2,915 from 2,915
Change0 (0%)
Value$311.1K (-$10.5K)
Filed 2026-10-05
Bayban
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$319.9K ($0)
Filed 2026-11-05
ASL Financial, LLC
UNCHANGED
Shares2,880 from 2,880
Change0 (0%)
Value$307.3K (-$10.4K)
Filed 2026-10-15
Madson Wealth Advisors Inc
DECREASED
Shares2,874 from 3,147
Change-273 (-9%)
Value$306.7K (-$40.5K)
Filed 2026-10-13
Howland Capital Management LLC
DECREASED
Shares2,866 from 3,116
Change-250 (-8%)
Value$305.8K (-$37.9K)
Filed 2026-10-22
Cynosure Group, LLC
INCREASED
Shares2,859 from 2,851
Change+8 (+0%)
Value$305.2K (-$9.4K)
Filed 2026-11-03
Financial Planning Navigators Corp
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$304.8K (-$10.3K)
Filed 2026-10-14
BridgePort Financial Solutions, LLC
INCREASED
Shares2,850 from 2,811
Change+39 (+1%)
Value$304.1K (-$6.0K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares2,847 from 3,377
Change-530 (-16%)
Value$304 (-$372.7K)
Filed 2026-10-22
Wealth Group Ltd
UNCHANGED
Shares2,816 from 2,816
Change0 (0%)
Value$304.9K (-$5.7K)
Filed 2026-10-07
TigerOak Management, L.L.C.
UNCHANGED
Shares2,807 from 2,807
Change0 (0%)
Value$299.5K (-$10.1K)
Filed 2026-10-23
Centerpoint Advisory Group
INCREASED
Shares2,804 from 2,753
Change+51 (+2%)
Value$299.2K (-$4.5K)
Filed 2026-10-23
Archford Capital Strategies, LLC
INCREASED
Shares2,802 from 2,766
Change+36 (+1%)
Value$299.0K (-$6.1K)
Filed 2026-10-19
Old Mission Investment Co LLC
DECREASED
Shares2,800 from 3,350
Change-550 (-16%)
Value$298.8K (-$70.8K)
Filed 2026-10-22
Nautilus Advisors LLC
INCREASED
Shares2,796 from 2,794
Change+2 (+0%)
Value$298.3K (-$9.1K)
Filed 2026-10-07
ZWJ Investment Counsel Inc
INCREASED
Shares2,774 from 2,459
Change+315 (+13%)
Value$296.0K (+$24.7K)
Filed 2026-10-15
Nilsine Partners, LLC
DECREASED
Shares2,770 from 5,635
Change-2,865 (-51%)
Value$295.6K (-$326.1K)
Filed 2026-11-02
Tortuga Wealth Management, Inc
UNCHANGED
Shares2,744 from 2,744
Change0 (0%)
Value$293.0K (-$9.7K)
Filed 2026-10-27
Gerber, LLC
INCREASED
Shares2,731 from 2,630
Change+101 (+4%)
Value$291.4K (+$1.3K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
DECREASED
Shares2,692 from 2,907
Change-215 (-7%)
Value$287.2K (-$33.5K)
Filed 2026-11-03
jvl associates llc
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$285.6K (-$9.7K)
Filed 2026-10-09
James J. Burns & Company, LLC
INCREASED
Shares2,675 from 2,673
Change+2 (+0%)
Value$285.5K (-$9.4K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,666 from 3,109
Change-443 (-14%)
Value$284.5K (-$58.5K)
Filed 2026-10-19
Noble Wealth Management PBC
UNCHANGED
Shares2,648 from 2,648
Change0 (0%)
Value$282.6K (-$9.6K)
Filed 2026-10-01
Israel Discount Bank of New York
DECREASED
Shares2,644 from 2,775
Change-131 (-5%)
Value$282.1K (-$24.0K)
Filed 2026-10-14
Trail Ridge Investment Advisors, LLC
UNCHANGED
Shares2,643 from 2,643
Change0 (0%)
Value$282.0K (-$9.5K)
Filed 2026-10-16
SoundView Advisors Inc.
UNCHANGED
Shares2,642 from 2,642
Change0 (0%)
Value$281.0K (-$10.0K)
Filed 2026-11-04
Silverleafe Capital Partners, LLC
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$281.7K (-$9.5K)
Filed 2026-10-02
Asio Capital, LLC
DECREASED
Shares2,639 from 2,774
Change-135 (-5%)
Value$281.6K (-$24.4K)
Filed 2026-10-19
Thrive Wealth Management, LLC
UNCHANGED
Shares2,634 from 2,634
Change0 (0%)
Value$281.1K (-$9.5K)
Filed 2026-10-13
Confluence Wealth Services, Inc.
UNCHANGED
Shares2,598 from 2,598
Change0 (0%)
Value$277.2K (-$9.4K)
Filed 2026-11-05
Colton Groome Financial Advisors, LLC
NEW
Shares2,596
Change+2,596
Value$277.0K
Filed 2026-10-06
Lantz Financial LLC
INCREASED
Shares2,588 from 2,354
Change+234 (+10%)
Value$276.2K (+$16.5K)
Filed 2026-10-15
Base Wealth Management LLC
NEW
Shares2,585
Change+2,585
Value$275.8K
Filed 2026-10-21
Integrated Capital Management, LLC
INCREASED
Shares2,584 from 2,576
Change+8 (+0%)
Value$275.7K (-$8.5K)
Filed 2026-10-23
Welch Group, LLC
INCREASED
Shares2,578 from 2,524
Change+54 (+2%)
Value$275.1K (-$3.3K)
Filed 2026-10-29
FSM Wealth Advisors, LLC
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$279.8K (-$3.7K)
Filed 2026-10-27
Robbins Farley
DECREASED
Shares2,565 from 2,608
Change-43 (-2%)
Value$273.7K (-$14.0K)
Filed 2026-10-21
Capital City Trust Co
DECREASED
Shares2,538 from 11,991
Change-9,453 (-79%)
Value$270.8K (-$1.1M)
Filed 2026-10-22
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,536 from 2,529
Change+7 (+0%)
Value$270.6K (-$8.3K)
Filed 2026-11-04
LVZ, Inc.
UNCHANGED
Shares2,536 from 2,536
Change0 (0%)
Value$270.6K (-$9.2K)
Filed 2026-10-20
Sky Investment Group LLC
UNCHANGED
Shares2,526 from 2,526
Change0 (0%)
Value$269.5K (-$9.1K)
Filed 2026-10-30
Blue Zone Wealth Advisors, LLC
INCREASED
Shares2,518 from 2,455
Change+63 (+3%)
Value$268.7K (-$2.1K)
Filed 2026-10-19
Stonebridge Financial Group, LLC
DECREASED
Shares2,517 from 2,622
Change-105 (-4%)
Value$268.6K (-$20.6K)
Filed 2026-10-01
Willow Creek Wealth Management Inc.
DECREASED
Shares2,516 from 2,552
Change-36 (-1%)
Value$268.5K (-$13.1K)
Filed 2026-10-26
Pacifica Partners Inc.
UNCHANGED
Shares2,501 from 2,501
Change0 (0%)
Value$269.1K (-$6.8K)
Filed 2026-10-09
Tenet Wealth Partners, LLC
INCREASED
Shares2,480 from 2,407
Change+73 (+3%)
Value$264.6K (-$81)
Filed 2026-10-19
Fidelity D & D Bancorp Inc
UNCHANGED
Shares2,476 from 2,476
Change0 (0%)
Value$264.2K (-$8.9K)
Filed 2026-11-05
Enzi Wealth
UNCHANGED
Shares2,471 from 2,471
Change0 (0%)
Value$270.8K (-$519)
Filed 2026-10-14
Ignite Planners, LLC
DECREASED
Shares2,469 from 2,488
Change-19 (-1%)
Value$263.5K (-$11.0K)
Filed 2026-10-14
Peddock Capital Advisors, LLC
DECREASED
Shares2,458 from 2,590
Change-132 (-5%)
Value$262.3K (-$23.4K)
Filed 2026-10-16
Triad Wealth Partners, LLC
DECREASED
Shares2,421 from 8,140
Change-5,719 (-70%)
Value$258.4K (-$645.8K)
Filed 2026-10-26
McAdam, LLC
INCREASED
Shares2,390 from 2,256
Change+134 (+6%)
Value$255.0K (+$6.2K)
Filed 2026-10-21
Creative Capital Management Investments LLC
UNCHANGED
Shares2,368 from 2,368
Change0 (0%)
Value$252.7K (-$8.5K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
INCREASED
Shares2,358 from 2,325
Change+33 (+1%)
Value$251.6K (-$4.9K)
Filed 2026-10-16
Advus Financial Partners, LLC
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$251.4K (-$8.5K)
Filed 2026-10-20
Courage Miller Partners, LLC
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$251.2K (-$8.5K)
Filed 2026-10-21
SLT Holdings LLC
NEW
Shares2,341
Change+2,341
Value$249.8K
Filed 2026-10-15
Capital Investment Advisory Services, LLC
INCREASED
Shares2,336 from 2,288
Change+48 (+2%)
Value$250.2K (-$2.2K)
Filed 2026-10-30
Abundance Wealth Counselors
DECREASED
Shares2,334 from 2,698
Change-364 (-13%)
Value$249.1K (-$48.6K)
Filed 2026-10-26
Chemung Canal Trust Co
NEW
Shares2,323
Change+2,323
Value$247.9K
Filed 2026-11-04
Compass Ion Advisors, LLC
UNCHANGED
Shares2,316 from 2,316
Change0 (0%)
Value$247.2K (-$8.4K)
Filed 2026-10-23
Stephenson & Company, Inc.
DECREASED
Shares2,310 from 2,338
Change-28 (-1%)
Value$246.5K (-$11.4K)
Filed 2026-10-30
Wealth Architects, LLC
NEW
Shares2,288
Change+2,288
Value$244.2K
Filed 2026-11-03
Marino, Stram & Associates LLC
INCREASED
Shares2,283 from 2,022
Change+261 (+13%)
Value$243.6K (+$20.5K)
Filed 2026-10-22
Principle Wealth Partners LLC
INCREASED
Shares2,268 from 2,267
Change+1 (+0%)
Value$242.1K (-$8.0K)
Filed 2026-11-02
Petros Family Wealth, LLC
UNCHANGED
Shares2,263 from 2,263
Change0 (0%)
Value$241.5K (-$8.2K)
Filed 2026-10-28
Code Waechter LLC
UNCHANGED
Shares2,257 from 2,257
Change0 (0%)
Value$240.8K (-$8.1K)
Filed 2026-10-23
Firestone Capital Management
UNCHANGED
Shares2,224 from 2,224
Change0 (0%)
Value$237.3K (-$8.0K)
Filed 2026-11-03
Oarsman Capital, Inc.
INCREASED
Shares2,221 from 1,997
Change+224 (+11%)
Value$237.0K (+$16.7K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares2,209 from 2,140
Change+69 (+3%)
Value$235.7K (-$363)
Filed 2026-10-29
Rockingstone Advisors LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$234.8K (-$7.9K)
Filed 2026-10-16
Palisade Asset Management, LLC
DECREASED
Shares2,164 from 5,703
Change-3,539 (-62%)
Value$230.9K (-$398.3K)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares2,152 from 2,299
Change-147 (-6%)
Value$229.6K (-$24.0K)
Filed 2026-11-05
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares2,149 from 2,149
Change0 (0%)
Value$229.3K (-$7.8K)
Filed 2026-10-14
Copeland Capital Management, LLC
DECREASED
Shares2,139 from 201,371
Change-199,232 (-99%)
Value$228.3K (-$22.0M)
Filed 2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$234.1K (+$791)
Filed 2026-10-21
Traveka Wealth, LLC
UNCHANGED
Shares2,133 from 2,133
Change0 (0%)
Value$227.6K (-$7.7K)
Filed 2026-10-19
Fonville Wealth Management LLC
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$227.2K (-$7.7K)
Filed 2026-10-28
Hickory Point Bank & Trust
INCREASED
Shares2,111 from 1,996
Change+115 (+6%)
Value$225.3K (+$5.1K)
Filed 2026-10-01
Elevatus Welath Management
NEW
Shares2,108
Change+2,108
Value$224.9K
Filed 2026-10-19
Sound Income Strategies, LLC
DECREASED
Shares2,098 from 2,141
Change-43 (-2%)
Value$228.4K (-$7.9K)
Filed 2026-10-09
Laurel Wealth Advisors LLC
UNCHANGED
Shares2,094 from 2,094
Change0 (0%)
Value$223.5K (-$7.6K)
Filed 2026-10-27
Uhlmann Price Securities, LLC
NEW
Shares2,093
Change+2,093
Value$223.3K
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
UNCHANGED
Shares2,084 from 2,084
Change0 (0%)
Value$222.4K (-$7.5K)
Filed 2026-10-23
Retirement Solution LLC
INCREASED
Shares2,057 from 2,051
Change+6 (+0%)
Value$219.5K (-$6.7K)
Filed 2026-10-27
Summit Investment Advisors, Inc.\KS
DECREASED
Shares2,053 from 2,623
Change-570 (-22%)
Value$219.1K (-$70.3K)
Filed 2026-11-05
Mayfair Advisory Group, LLC
INCREASED
Shares2,051 from 2,012
Change+39 (+2%)
Value$218.9K (-$1.2K)
Filed 2026-10-20
Shum Financial Group, Inc.
DECREASED
Shares2,045 from 2,090
Change-45 (-2%)
Value$218.2K (-$12.3K)
Filed 2026-10-13
Armor Investment Advisors, LLC
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$217.7K (-$7.4K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
DECREASED
Shares2,037 from 2,262
Change-225 (-10%)
Value$217 (-$33)
Filed 2026-10-27
Financial Advisory Corp
INCREASED
Shares2,033 from 2,023
Change+10 (+0%)
Value$216.9K (-$6.2K)
Filed 2026-10-14
Gradient Investments LLC
NEW
Shares2,024
Change+2,024
Value$216.0K
Filed 2026-10-08
Ascentis Wealth Management, LLC
NEW
Shares2,020
Change+2,020
Value$215.6K
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares2,009 from 2,009
Change0 (0%)
Value$214.4K (-$7.3K)
Filed 2026-11-05
Fairman Group, LLC
DECREASED
Shares2,002 from 2,229
Change-227 (-10%)
Value$213.7K (-$32.2K)
Filed 2026-10-26
Tenret Co LLC
NEW
Shares2,000
Change+2,000
Value$213.4K
Filed 2026-11-02
O'Brien Greene & Co. Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$213.4K (-$7.2K)
Filed 2026-11-05
Cullinan Associates Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$213.4K (-$7.2K)
Filed 2026-11-03
Journey Advisory Group, LLC
DECREASED
Shares1,989 from 3,228
Change-1,239 (-38%)
Value$212.2K (-$143.9K)
Filed 2026-11-04
Stewardship Advisors, LLC
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$210.6K (-$7.1K)
Filed 2026-10-20
Westco Advisory Services Inc
DECREASED
Shares1,973 from 1,975
Change-2 (0%)
Value$210.5K (-$7.3K)
Filed 2026-10-14
Alpha Omega Wealth Management LLC
DECREASED
Shares1,967 from 2,367
Change-400 (-17%)
Value$209.9K (-$51.2K)
Filed 2026-10-23
Aries Wealth Management
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$209.6K (-$7.1K)
Filed 2026-10-23
Barry Investment Advisors, LLC
DECREASED
Shares1,951 from 2,234
Change-283 (-13%)
Value$208.2K (-$38.3K)
Filed 2026-10-14
Integral Investment Advisors, Inc.
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$208.1K (-$7.0K)
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares1,946 from 1,946
Change0 (0%)
Value$207.7K (-$7.0K)
Filed 2026-10-14
Westwind Capital
UNCHANGED
Shares1,943 from 1,943
Change0 (0%)
Value$207 (-$7)
Filed 2026-10-08
Marion Wealth Management
UNCHANGED
Shares1,939 from 1,939
Change0 (0%)
Value$206.9K (-$7.0K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
UNCHANGED
Shares1,937 from 1,937
Change0 (0%)
Value$206.7K (-$7.0K)
Filed 2026-11-03
Trust Co of Oklahoma
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$206.0K (-$7.0K)
Filed 2026-10-15
Alpine Bank Wealth Management
UNCHANGED
Shares1,917 from 1,917
Change0 (0%)
Value$204.6K (-$6.9K)
Filed 2026-10-16
NWF Advisory Services Inc.
INCREASED
Shares1,897 from 1,896
Change+1 (+0%)
Value$202.5K (-$6.7K)
Filed 2026-10-19
Horizons Wealth Management
NEW
Shares1,888
Change+1,888
Value$201.5K
Filed 2026-10-05
Traynor Capital Management, Inc.
NEW
Shares1,885
Change+1,885
Value$201.1K
Filed 2026-10-29
Blankinship & Foster, LLC
INCREASED
Shares1,885 from 1,883
Change+2 (+0%)
Value$201.1K (-$6.6K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$180.0K (-$21.0K)
Filed 2026-11-04
TritonPoint Partners, LLC
DECREASED
Shares1,878 from 3,782
Change-1,904 (-50%)
Value$200.4K (-$216.9K)
Filed 2026-11-05
JB Capital LLC
DECREASED
Shares1,878 from 1,953
Change-75 (-4%)
Value$200.4K (-$15.0K)
Filed 2026-10-19
Quadcap Wealth Management, LLC
INCREASED
Shares1,877 from 1,829
Change+48 (+3%)
Value$200.3K (-$1.4K)
Filed 2026-11-02
Dahring | Cusmano LLC
INCREASED
Shares1,877 from 1,871
Change+6 (+0%)
Value$200.3K (-$6.1K)
Filed 2026-11-03
3 Factor Indexing, LLC
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$196.3K (-$6.6K)
Filed 2026-10-15
Rossby Financial, LCC
DECREASED
Shares1,815 from 2,166
Change-351 (-16%)
Value$193.6K (-$45.3K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares1,795 from 1,545
Change+250 (+16%)
Value$191.5K (+$21.1K)
Filed 2026-10-26
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,759 from 1,759
Change0 (0%)
Value$187.7K (-$6.4K)
Filed 2026-11-03
Asset Dedication, LLC
INCREASED
Shares1,729 from 1,677
Change+52 (+3%)
Value$184.5K (-$491)
Filed 2026-11-03
Reap Financial Group, LLC
DECREASED
Shares1,699 from 1,709
Change-10 (-1%)
Value$181.3K (-$7.2K)
Filed 2026-11-02
SBK Financial, Inc.
DECREASED
Shares1,544 from 2,314
Change-770 (-33%)
Value$164.8K (-$90.5K)
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$160.1K (-$5.4K)
Filed 2026-10-07
Security National Bank
INCREASED
Shares1,480 from 960
Change+520 (+54%)
Value$157.9K (+$52.0K)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares1,477 from 1,477
Change0 (0%)
Value$157.6K (-$5.3K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares1,434 from 834
Change+600 (+72%)
Value$153.0K (+$61.0K)
Filed 2026-10-07
North Point Portfolio Managers Corp
NEW
Shares1,381
Change+1,381
Value$147.4K
Filed 2026-10-07
Provenance Wealth Advisors, LLC
NEW
Shares1,310
Change+1,310
Value$139.8K
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$139.6K (-$4.7K)
Filed 2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares1,276
Change+1,276
Value$136.2K
Filed 2026-10-14
CFG Wealth Management Services, Inc.
NEW
Shares1,273
Change+1,273
Value$137.0K
Filed 2026-10-21
Northstar Asset Management Co
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$135.6K (+$997)
Filed 2026-10-22
Financial Perspectives, Inc
INCREASED
Shares1,215 from 1,214
Change+1 (+0%)
Value$129.7K (-$4.3K)
Filed 2026-11-03
Olistico Wealth, LLC
DECREASED
Shares1,200 from 1,596
Change-396 (-25%)
Value$128.1K (-$48.0K)
Filed 2026-10-05
Chilton Capital Management LLC
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$125.6K (-$4.2K)
Filed 2026-10-28
Align Financial, LLC
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$119.6K (-$4.0K)
Filed 2026-10-16
Root Financial Partners, LLC
DECREASED
Shares1,116 from 3,585
Change-2,469 (-69%)
Value$119.1K (-$276.4K)
Filed 2026-10-21
CX Institutional
INCREASED
Shares1,103 from 1,101
Change+2 (+0%)
Value$118 (-$3)
Filed 2026-10-02
Signature Equity Partners, LLC
INCREASED
Shares1,101 from 1,046
Change+55 (+5%)
Value$117.5K (+$2.1K)
Filed 2026-10-29
West Financial Advisors, LLC
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$111.3K (-$3.8K)
Filed 2026-10-22
Arcadia Investment Advisors LLC
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$110.8K (-$3.7K)
Filed 2026-10-13
Roxbury Financial LLC
INCREASED
Shares1,006 from 893
Change+113 (+13%)
Value$107.4K (+$8.8K)
Filed 2026-10-01
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,000 from 999
Change+1 (+0%)
Value$106.7K (-$3.5K)
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$106.7K (-$3.6K)
Filed 2026-10-21
3Chopt Investment Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$106.7K (-$3.6K)
Filed 2026-10-30
Flagship Wealth Advisors, LLC
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$104.7K (-$3.5K)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$104.2K (-$3.5K)
Filed 2026-10-22
Kroeger Financial Partners
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$103.7K (-$3.5K)
Filed 2026-10-19
Monetary Solutions, Ltd
INCREASED
Shares915 from 914
Change+1 (+0%)
Value$97.7K (-$3.2K)
Filed 2026-10-22
Phillip James Consulting Co.
NEW
Shares873
Change+873
Value$93.2K
Filed 2026-11-03
Elevation Wealth Partners, LLC
DECREASED
Shares814 from 965
Change-151 (-16%)
Value$86.9K (-$19.6K)
Filed 2026-10-07
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$85.4K (-$2.9K)
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$84.6K (-$2.9K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares789 from 745
Change+44 (+6%)
Value$84.2K (+$2.0K)
Filed 2026-10-28
Washington Trust Advisors, Inc.
DECREASED
Shares785 from 797
Change-12 (-2%)
Value$83.7K (-$4.2K)
Filed 2026-10-22
Rydar Equities, Inc.
NEW
Shares781
Change+781
Value$84.7K
Filed 2026-10-13
Pittenger & Anderson Inc
INCREASED
Shares744 from 729
Change+15 (+2%)
Value$79.4K (-$1.0K)
Filed 2026-11-02
Redwood Park Advisors LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$79.0K (-$2.7K)
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$78.8K (-$2.7K)
Filed 2026-10-19
Owl Creek Wealth Partners LLC
NEW
Shares711
Change+711
Value$75.9K
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED
Shares704 from 669
Change+35 (+5%)
Value$75.1K (+$1.3K)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares690
Change+690
Value$73.6K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares688
Change+688
Value$73.4K
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$73.2K (-$2.5K)
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares685
Change+685
Value$73.1K
Filed 2026-10-27
American Capital Advisory, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$72.0K (-$2.4K)
Filed 2026-10-28
Hughes Financial Services, LLC
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$74.5K (+$828)
Filed 2026-10-30
Colony Family Offices, LLC
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$68.1K (-$2.3K)
Filed 2026-10-22
Milestone Investment Advisors LLC
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$60.0K (-$2.0K)
Filed 2026-11-05
Concord Wealth Partners
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$57.1K (-$1.9K)
Filed 2026-11-02
Godsey & Gibb, Inc
INCREASED
Shares532 from 350
Change+182 (+52%)
Value$56.8K (+$18.2K)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$54.3K (-$1.8K)
Filed 2026-10-15
Bank of New Hampshire
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$53.4K (-$1.8K)
Filed 2026-10-06
Hilton Head Capital Partners, LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$52.6K (-$1.8K)
Filed 2026-10-23
Private Wealth Management Group, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$52.1K (-$1.8K)
Filed 2026-10-19
Sima Wealth Partners, LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$51.9K (-$1.8K)
Filed 2026-10-19
First Command Advisory Services, Inc.
DECREASED
Shares482 from 536
Change-54 (-10%)
Value$51.4K (-$7.7K)
Filed 2026-11-05
Realta Investment Advisors
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$48.9K (-$1.7K)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$47.8K (-$1.6K)
Filed 2026-10-15
Mainstream Capital Management LLC
NEW
Shares437
Change+437
Value$46.6K
Filed 2026-10-23
Dorato Capital Management
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$46.5K (-$665)
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$44.6K (-$1.5K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
INCREASED
Shares405 from 21
Change+384 (+1829%)
Value$43.3K (+$40.9K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares360 from 1,086
Change-726 (-67%)
Value$38.4K (-$81.4K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares333 from 8
Change+325 (+4063%)
Value$35.5K (+$34.7K)
Filed 2026-10-13
Tower Trust & Investment Co
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$34.1K (-$1.2K)
Filed 2026-10-28
McCarley & Cook Financial Planners
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$33.4K (-$1.1K)
Filed 2026-10-21
Advantage Trust Co
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$32.4K (-$1.1K)
Filed 2026-10-19
Peoples Financial Services Corp.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$32.0K (-$1.1K)
Filed 2026-10-20
1620 Investment Advisors, Inc.
DECREASED
Shares296 from 762
Change-466 (-61%)
Value$31.6K (-$52.5K)
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares281
Change+281
Value$30.0K
Filed 2026-10-29
Nfsg Corp
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$29.9K (-$1.0K)
Filed 2026-10-15
Thompson Investment Management, Inc.
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$28.5K (-$963)
Filed 2026-10-14
Nemes Rush Group LLC
INCREASED
Shares250 from 249
Change+1 (+0%)
Value$26.7K (-$824)
Filed 2026-11-04
Livelsberger Financial Advisory
NEW
Shares230
Change+230
Value$24.5K
Filed 2026-10-28
Wolff Wiese Magana LLC
DECREASED
Shares230 from 369
Change-139 (-38%)
Value$24.5K (-$16.2K)
Filed 2026-10-15
Vima LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$24.0K (-$812)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.3K (-$722)
Filed 2026-11-02
RMG Wealth Management LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$21.1K (-$844)
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$20.3K (-$686)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$20.3K (-$686)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares186
Change+186
Value$19.8K
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$19.7K (-$668)
Filed 2026-10-22
Yankcom Partnership
INCREASED
Shares183 from 39
Change+144 (+369%)
Value$19.5K (+$15.2K)
Filed 2026-10-15
Burk Holdings LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$19.4K (-$657)
Filed 2026-11-05
Kelleher Financial Advisors
DECREASED
Shares180 from 360
Change-180 (-50%)
Value$19.2K (-$20.5K)
Filed 2026-10-30
Eukles Asset Management
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$17.7K (-$599)
Filed 2026-11-04
Atwood & Palmer Inc
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$17.6K (-$595)
Filed 2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$17.0K (-$574)
Filed 2026-10-09
Evolution Wealth Management Inc.
INCREASED
Shares153 from 148
Change+5 (+3%)
Value$16.3K ($0)
Filed 2026-10-28
SRH Advisors, LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$15.4K (-$520)
Filed 2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$15.2K (-$365)
Filed 2026-10-20
Financial Consulate, Inc
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$14.8K (-$502)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares134 from 67
Change+67 (+100%)
Value$14.3K (+$6.9K)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
DECREASED
Shares133 from 509
Change-376 (-74%)
Value$14.2K (-$42.0K)
Filed 2026-10-15
Community Financial Services Group, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$12.8K (-$308)
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$12.0K (+$12.0K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares110 from 78
Change+32 (+41%)
Value$11.7K (+$3.1K)
Filed 2026-10-23
Goodman Advisory Group, LLC
NEW
Shares109
Change+109
Value$11.6K
Filed 2026-11-02
NBH Bank
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$11.5K (-$390)
Filed 2026-11-05
Kozak & Associates, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$11.7K (+$61)
Filed 2026-10-29
Abound Wealth Management
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$10.5K (-$354)
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares95 from 5,403
Change-5,308 (-98%)
Value$10 (-$596.0K)
Filed 2026-10-23
Mechanics Financial Corp
NEW
Shares94
Change+94
Value$10.0K
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$10.0K (-$339)
Filed 2026-10-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$9.4K (-$318)
Filed 2026-10-28
Carolina Wealth Advisors, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$8.9K (-$300)
Filed 2026-10-23
Holos Integrated Wealth LLC
NEW
Shares80
Change+80
Value$8.7K
Filed 2026-10-23
First Community Trust NA
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$7.9K (-$267)
Filed 2026-10-07
Wagner Wealth Management, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$7.8K (-$263)
Filed 2026-10-21
Valued Wealth Advisors LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$5.5K (-$188)
Filed 2026-11-05
Wilkerson Advisory Group LLC
DECREASED
Shares46 from 186
Change-140 (-75%)
Value$4.9K (-$15.6K)
Filed 2026-10-20
Clark Wealth Partners
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$4.9K (-$166)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.7K (-$159)
Filed 2026-11-05
Networth Advisors, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$4.4K (-$135)
Filed 2026-11-03
Guardian Partners Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.8K (-$130)
Filed 2026-10-21
Polaris Financial Partners
NEW
Shares30
Change+30
Value$2
Filed 2026-10-02
Downshift Financial, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$3.1K (-$104)
Filed 2026-10-13
Toth Financial Advisory Corp
NEW
Shares28
Change+28
Value$3.0K
Filed 2026-10-08
Sellwood Investment Partners LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.6K (-$87)
Filed 2026-11-03
Hilltop National Bank
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.5K (-$83)
Filed 2026-10-14
Signature Resources Capital Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.3K (-$79)
Filed 2026-10-16
Key Capital Management, Inc
INCREASED
Shares17 from 15
Change+2 (+13%)
Value$1.8K (+$159)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.8K (-$61)
Filed 2026-11-02
Spurstone Advisory Services, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.8K (-$44)
Filed 2026-11-02
Markowski Investments
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.3K (-$43)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares11
Change+11
Value$1.2K
Filed 2026-10-09
Montgomery Financial Services LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$960 (-$33)
Filed 2026-11-03
Clayton Financial Group LLC
NEW
Shares8
Change+8
Value$854
Filed 2026-10-13
Citizens National Bank Trust Department
NEW
Shares6
Change+6
Value$640
Filed 2026-11-04
Harbor Capital Advisors, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1 ($0)
Filed 2026-10-22
International City Management Association Retirement Corp
CLOSED
Shares0 from 702,067
Change-702,067 (-100%)
Value$0 (-$77.5M)
Filed 2026-10-26
FDx Advisors, Inc.
CLOSED
Shares0 from 49,071
Change-49,071 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-05
Quantum Financial Partners LLC
CLOSED
Shares0 from 20,960
Change-20,960 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-19
Newport Capital Group, LLC
CLOSED
Shares0 from 17,565
Change-17,565 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 11,700
Change-11,700 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Advisor Resource Council
CLOSED
Shares0 from 10,112
Change-10,112 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Imc-Chicago, LLC
CLOSED
Shares0 from 7,982
Change-7,982 (-100%)
Value$0 (-$880.6K)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 4,791
Change-4,791 (-100%)
Value$0 (-$528.5K)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 4,045
Change-4,045 (-100%)
Value$0 (-$446.3K)
Filed 2026-11-03
ADE, LLC
CLOSED
Shares0 from 3,113
Change-3,113 (-100%)
Value$0 (-$343.4K)
Filed 2026-10-29
Argent Capital Management LLC
CLOSED
Shares0 from 2,750
Change-2,750 (-100%)
Value$0 (-$303.4K)
Filed 2026-10-05
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 2,641
Change-2,641 (-100%)
Value$0 (-$291.4K)
Filed 2026-10-28
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 2,050
Change-2,050 (-100%)
Value$0 (-$226.2K)
Filed 2026-11-02
First Heartland Consultants, Inc.
CLOSED
Shares0 from 1,978
Change-1,978 (-100%)
Value$0 (-$218.2K)
Filed 2026-10-08
Fiduciary Alliance LLC
CLOSED
Shares0 from 1,946
Change-1,946 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-13
Obsidian CIO, LLC
CLOSED
Shares0 from 1,868
Change-1,868 (-100%)
Value$0 (-$206.1K)
Filed 2026-11-05
Triangle Securities Wealth Management
CLOSED
Shares0 from 1,833
Change-1,833 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-14
Willis Johnson Wealth, Inc.
CLOSED
Shares0 from 1,827
Change-1,827 (-100%)
Value$0 (-$201.6K)
Filed 2026-11-03
Clear Trail Advisors, LLC
CLOSED
Shares0 from 1,826
Change-1,826 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-20
Sterling Investment Advisors, Ltd.
CLOSED
Shares0 from 1,818
Change-1,818 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
CLOSED
Shares0 from 938
Change-938 (-100%)
Value$0 (-$103.6K)
Filed 2026-10-29
Gill Capital Partners, LLC
CLOSED
Shares0 from 932
Change-932 (-100%)
Value$0 (-$102.8K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$55.6K)
Filed 2026-10-20
Provident Wealth Management, LLC
CLOSED
Shares0 from 460
Change-460 (-100%)
Value$0 (-$50.7K)
Filed 2026-10-20
Mascoma Wealth Management LLC
CLOSED
Shares0 from 406
Change-406 (-100%)
Value$0 (-$44.8K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 358
Change-358 (-100%)
Value$0 (-$39.5K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$31.9K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$32.2K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$24.2K)
Filed 2026-10-26
DecisionPoint Financial, LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-14
Arvest Investments, Inc.
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$883)
Filed 2026-10-19
Bullseye Investment Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$331)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$896.2K (+$241.0K)
Filed 2026-10-29
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$9 ($0)
Filed 2026-10-28
Jones Financial Companies Lllp
N/A
Shares— from 99,650,083
Change-99,650,083 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 68,880,354
Change-68,880,354 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 45,367,356
Change-45,367,356 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 12,472,614
Change-12,472,614 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,932,912
Change-11,932,912 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 10,660,298
Change-10,660,298 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,120,436
Change-10,120,436 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,115,880
Change-8,115,880 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,379,679
Change-7,379,679 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,353,365
Change-7,353,365 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,500,690
Change-4,500,690 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,871,981
Change-3,871,981 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,730,141
Change-3,730,141 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,158,174
Change-3,158,174 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,077,347
Change-3,077,347 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,001,929
Change-3,001,929 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,794,796
Change-2,794,796 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,745,783
Change-2,745,783 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,475,295
Change-2,475,295 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,128,236
Change-2,128,236 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,984,789
Change-1,984,789 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,976,882
Change-1,976,882 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,904,250
Change-1,904,250 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,727,554
Change-1,727,554 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,439,471
Change-1,439,471 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,245,534
Change-1,245,534 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,214,574
Change-1,214,574 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,187,415
Change-1,187,415 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,035,865
Change-1,035,865 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,022,959
Change-1,022,959 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,012,156
Change-1,012,156 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 985,225
Change-985,225 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 969,045
Change-969,045 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 962,740
Change-962,740 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 961,062
Change-961,062 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 915,320
Change-915,320 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 913,629
Change-913,629 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 895,795
Change-895,795 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 768,475
Change-768,475 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 762,482
Change-762,482 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 680,478
Change-680,478 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 666,991
Change-666,991 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 634,403
Change-634,403 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 586,685
Change-586,685 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 583,207
Change-583,207 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 569,685
Change-569,685 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 527,777
Change-527,777 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 500,852
Change-500,852 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 489,160
Change-489,160 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 463,864
Change-463,864 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 456,804
Change-456,804 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 442,596
Change-442,596 (-100%)
Value—
Stephens Inc
N/A
Shares— from 436,558
Change-436,558 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 435,907
Change-435,907 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 433,150
Change-433,150 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 412,823
Change-412,823 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 381,311
Change-381,311 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 361,621
Change-361,621 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 359,566
Change-359,566 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 354,020
Change-354,020 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 353,648
Change-353,648 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 340,536
Change-340,536 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 324,669
Change-324,669 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 323,153
Change-323,153 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 319,557
Change-319,557 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 315,126
Change-315,126 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 309,639
Change-309,639 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 300,147
Change-300,147 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 294,947
Change-294,947 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 293,538
Change-293,538 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 291,923
Change-291,923 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 282,266
Change-282,266 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 277,562
Change-277,562 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 256,064
Change-256,064 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 249,200
Change-249,200 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 246,187
Change-246,187 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 230,088
Change-230,088 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 226,060
Change-226,060 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 225,738
Change-225,738 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 223,463
Change-223,463 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 209,499
Change-209,499 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 208,491
Change-208,491 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 201,014
Change-201,014 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 191,472
Change-191,472 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 189,598
Change-189,598 (-100%)
Value—
Blair William & Co
N/A
Shares— from 182,347
Change-182,347 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 181,171
Change-181,171 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 181,034
Change-181,034 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 176,016
Change-176,016 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 171,792
Change-171,792 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 167,300
Change-167,300 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 165,377
Change-165,377 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 162,746
Change-162,746 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 149,304
Change-149,304 (-100%)
Value—
&partners
N/A
Shares— from 148,048
Change-148,048 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 145,294
Change-145,294 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 144,997
Change-144,997 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 137,589
Change-137,589 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 136,560
Change-136,560 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 136,560
Change-136,560 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 117,817
Change-117,817 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 112,678
Change-112,678 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 110,909
Change-110,909 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 110,233
Change-110,233 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 106,513
Change-106,513 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 101,366
Change-101,366 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 98,544
Change-98,544 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 97,282
Change-97,282 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 95,682
Change-95,682 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 93,523
Change-93,523 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 91,549
Change-91,549 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 90,111
Change-90,111 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 89,821
Change-89,821 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 89,684
Change-89,684 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 86,336
Change-86,336 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 85,459
Change-85,459 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 83,625
Change-83,625 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 83,145
Change-83,145 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 82,621
Change-82,621 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 79,992
Change-79,992 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 78,993
Change-78,993 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 77,983
Change-77,983 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 76,746
Change-76,746 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 73,279
Change-73,279 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 72,602
Change-72,602 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 70,907
Change-70,907 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 70,874
Change-70,874 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 70,111
Change-70,111 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 69,625
Change-69,625 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 69,137
Change-69,137 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 67,816
Change-67,816 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 67,503
Change-67,503 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 67,297
Change-67,297 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 66,112
Change-66,112 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 65,454
Change-65,454 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 64,904
Change-64,904 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 62,666
Change-62,666 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 62,488
Change-62,488 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 61,470
Change-61,470 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 60,759
Change-60,759 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 60,422
Change-60,422 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 60,023
Change-60,023 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 59,936
Change-59,936 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 59,452
Change-59,452 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 58,609
Change-58,609 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 58,210
Change-58,210 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 56,915
Change-56,915 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 56,679
Change-56,679 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 56,528
Change-56,528 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 56,396
Change-56,396 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 55,880
Change-55,880 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 55,749
Change-55,749 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 54,868
Change-54,868 (-100%)
Value—
Ames National Corp
N/A
Shares— from 54,127
Change-54,127 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 53,956
Change-53,956 (-100%)
Value—
Centennial Bank
N/A
Shares— from 52,788
Change-52,788 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 48,840
Change-48,840 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,098
Change-48,098 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 47,200
Change-47,200 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 45,637
Change-45,637 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 45,318
Change-45,318 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 44,786
Change-44,786 (-100%)
Value—
Legacy Trust
N/A
Shares— from 44,570
Change-44,570 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 44,158
Change-44,158 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 43,860
Change-43,860 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 42,875
Change-42,875 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 41,254
Change-41,254 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 40,546
Change-40,546 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 40,338
Change-40,338 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 38,863
Change-38,863 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 37,624
Change-37,624 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 37,552
Change-37,552 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 36,764
Change-36,764 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 36,717
Change-36,717 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 36,697
Change-36,697 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 36,616
Change-36,616 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 36,612
Change-36,612 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 36,610
Change-36,610 (-100%)
Value—
FCA Corp
N/A
Shares— from 36,437
Change-36,437 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 35,608
Change-35,608 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 35,515
Change-35,515 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 35,402
Change-35,402 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 34,986
Change-34,986 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 34,725
Change-34,725 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 33,935
Change-33,935 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 33,625
Change-33,625 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 33,475
Change-33,475 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 33,305
Change-33,305 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 33,194
Change-33,194 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 33,074
Change-33,074 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 31,816
Change-31,816 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 31,676
Change-31,676 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 31,160
Change-31,160 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 30,827
Change-30,827 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 30,745
Change-30,745 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 30,429
Change-30,429 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 30,240
Change-30,240 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 30,033
Change-30,033 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 29,899
Change-29,899 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 29,734
Change-29,734 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 29,263
Change-29,263 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 28,500
Change-28,500 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 28,370
Change-28,370 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 28,043
Change-28,043 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 27,518
Change-27,518 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 26,847
Change-26,847 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 26,257
Change-26,257 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 25,923
Change-25,923 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 25,901
Change-25,901 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 24,695
Change-24,695 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 24,149
Change-24,149 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 24,086
Change-24,086 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 23,781
Change-23,781 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 23,684
Change-23,684 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 23,235
Change-23,235 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 23,100
Change-23,100 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 22,894
Change-22,894 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 22,770
Change-22,770 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 22,725
Change-22,725 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 22,673
Change-22,673 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 22,365
Change-22,365 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 22,280
Change-22,280 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 22,250
Change-22,250 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 22,083
Change-22,083 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 22,022
Change-22,022 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 21,654
Change-21,654 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 21,516
Change-21,516 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 21,370
Change-21,370 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 21,256
Change-21,256 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,070
Change-21,070 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 20,885
Change-20,885 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 20,584
Change-20,584 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 20,551
Change-20,551 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 20,106
Change-20,106 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 20,056
Change-20,056 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 19,942
Change-19,942 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 19,782
Change-19,782 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 19,584
Change-19,584 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 19,397
Change-19,397 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 19,226
Change-19,226 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 19,015
Change-19,015 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 18,906
Change-18,906 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 18,086
Change-18,086 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 17,807
Change-17,807 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 17,674
Change-17,674 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 17,561
Change-17,561 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 17,211
Change-17,211 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 16,864
Change-16,864 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 16,839
Change-16,839 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,796
Change-16,796 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 16,739
Change-16,739 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 16,695
Change-16,695 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 16,570
Change-16,570 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 16,423
Change-16,423 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 15,802
Change-15,802 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 15,741
Change-15,741 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 15,672
Change-15,672 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 15,373
Change-15,373 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 15,342
Change-15,342 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 15,321
Change-15,321 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,276
Change-15,276 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 15,205
Change-15,205 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 15,161
Change-15,161 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,919
Change-14,919 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 14,917
Change-14,917 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 14,795
Change-14,795 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 14,672
Change-14,672 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 14,618
Change-14,618 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 14,528
Change-14,528 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 14,292
Change-14,292 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 14,250
Change-14,250 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 13,807
Change-13,807 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 13,759
Change-13,759 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 13,570
Change-13,570 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 13,469
Change-13,469 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 13,326
Change-13,326 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 13,206
Change-13,206 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 13,196
Change-13,196 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 13,161
Change-13,161 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 12,992
Change-12,992 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,597
Change-12,597 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 12,564
Change-12,564 (-100%)
Value—
Simmons Bank
N/A
Shares— from 12,518
Change-12,518 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,473
Change-12,473 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 12,242
Change-12,242 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,233
Change-12,233 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 12,144
Change-12,144 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 12,128
Change-12,128 (-100%)
Value—
Allstate Corp
N/A
Shares— from 12,012
Change-12,012 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 11,979
Change-11,979 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 11,950
Change-11,950 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 11,732
Change-11,732 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 11,454
Change-11,454 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 11,411
Change-11,411 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 11,353
Change-11,353 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 11,096
Change-11,096 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 10,932
Change-10,932 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 10,873
Change-10,873 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 10,769
Change-10,769 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 10,760
Change-10,760 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 10,706
Change-10,706 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,666
Change-10,666 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 10,549
Change-10,549 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 10,336
Change-10,336 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 10,326
Change-10,326 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 10,196
Change-10,196 (-100%)
Value—
Nwam LLC
N/A
Shares— from 10,093
Change-10,093 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 9,998
Change-9,998 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 9,931
Change-9,931 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,756
Change-9,756 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,551
Change-9,551 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 9,473
Change-9,473 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 9,286
Change-9,286 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 9,249
Change-9,249 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,238
Change-9,238 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,066
Change-9,066 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 8,978
Change-8,978 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,948
Change-8,948 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 8,846
Change-8,846 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 8,801
Change-8,801 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 8,533
Change-8,533 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 8,519
Change-8,519 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 8,516
Change-8,516 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,504
Change-8,504 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,432
Change-8,432 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 8,397
Change-8,397 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
S&CO Inc
N/A
Shares— from 8,344
Change-8,344 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 8,324
Change-8,324 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 8,261
Change-8,261 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 8,234
Change-8,234 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 8,039
Change-8,039 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 7,736
Change-7,736 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,732
Change-7,732 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 7,624
Change-7,624 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 7,479
Change-7,479 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,356
Change-7,356 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,241
Change-7,241 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,086
Change-7,086 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 7,012
Change-7,012 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 6,923
Change-6,923 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 6,846
Change-6,846 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 6,837
Change-6,837 (-100%)
Value—
Members Trust Co
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 6,794
Change-6,794 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 6,639
Change-6,639 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,614
Change-6,614 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 6,602
Change-6,602 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 6,446
Change-6,446 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,791
Change-5,791 (-100%)
Value—
Invst, LLC
N/A
Shares— from 5,782
Change-5,782 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 5,593
Change-5,593 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 5,447
Change-5,447 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 5,231
Change-5,231 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 4,437
Change-4,437 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,276
Change-4,276 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,211
Change-4,211 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 3,949
Change-3,949 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,595
Change-3,595 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
United Bank
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,879
Change-2,879 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
American Trust
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 948
Change-948 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 918
Change-918 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 599
Change-599 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 584
Change-584 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 519
Change-519 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 502
Change-502 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 500
Change-500 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 485
Change-485 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 336
Change-336 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 305
Change-305 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Main Management LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 222
Change-222 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 222
Change-222 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 216
Change-216 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 206
Change-206 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 149
Change-149 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 131
Change-131 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Motco
N/A
Shares— from 100
Change-100 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 71
Change-71 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
10Elms LLP
N/A
Shares— from 20
Change-20 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 9
Change-9 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
US Bancorp \de\
DECREASED12,745,70112,780,590-34,8890%$1.4B$1.4B-$49.9M2026-11-05
Bank of New York Mellon Corp
DECREASED10,690,92410,734,592-43,6680%$1.2B$1.1B-$43.4M2026-11-05
Truist Financial Corp
INCREASED4,161,4024,120,231+41,171+1%$454.5M$444.1M-$10.5M2026-10-30
AMG National Trust Bank
INCREASED3,942,8543,869,983+72,871+2%$426.9M$420.7M-$6.2M2026-11-05
Fifth Third Bancorp
DECREASED2,433,8972,501,173-67,276-3%$275.9M$259.7M-$16.2M2026-11-05
Keybank National Association
DECREASED1,526,5611,557,703-31,142-2%$171.8M$162.9M-$8.9M2026-11-04
Glenview Trust Co
INCREASED1,418,7451,408,028+10,717+1%$155.3M$151.4M-$3.9M2026-10-28
Oakworth Capital, Inc.
INCREASED1,244,9571,239,128+5,829+0%$136.6M$132.8M-$3.8M2026-10-26
Performa Ltd (US), LLC
UNCHANGED1,124,0201,124,02000%$124.0M$119.9M-$4.1M2026-11-05
Lido Advisors, LLC
INCREASED994,593940,349+54,244+6%$103.7M$106.1M+$2.4M2026-11-04
Creative Planning
INCREASED943,327936,524+6,803+1%$103.3M$100.7M-$2.7M2026-11-02
Washington Trust Co
DECREASED897,690904,618-6,928-1%$99.8M$95.8M-$4.0M2026-10-22
Catalyst Capital Advisors LLC
INCREASED851,871768,475+83,396+11%$84.8M$90.9M+$6.1M2026-11-02
Commonwealth Equity Services, LLC
DECREASED752,722838,027-85,305-10%$92.5M$80.3M-$12.1M2026-11-02
Factory Mutual Insurance Co
DECREASED701,400758,700-57,300-8%$83.7M$74.8M-$8.9M2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED597,551565,606+31,945+6%$62.4M$63.8M+$1.4M2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED559,150563,031-3,881-1%$61.9M$60.9M-$1.1M2026-10-13
Mesirow Financial Investment Management, Inc.
DECREASED531,848553,000-21,152-4%$61.0M$56.8M-$4.3M2026-11-05
Badgley Phelps Wealth Managers, LLC
INCREASED519,727519,161+566+0%$57.3M$55.5M-$1.8M2026-10-22
Albion Financial Group
DECREASED478,460519,943-41,483-8%$57.4M$51.1M-$6.3M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED475,774493,942-18,168-4%$54.5M$50.8K-$54.4M2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED439,519436,496+3,023+1%$48.2M$46.9M-$1.3M2026-10-23
Stegner Investment Associates Inc.
DECREASED406,295407,479-1,1840%$45.0M$43.4M-$1.6M2026-10-15
Consolidated Investment Group LLC
UNCHANGED362,100362,10000%$39.9M$38.6M-$1.3M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED356,136299,390+56,746+19%$33.0M$38.0M+$5.0M2026-10-16
Kestra Advisory Services, LLC
INCREASED336,582283,575+53,007+19%$31.3M$35.9M+$4.6M2026-11-02
D.A. Davidson & Co.
INCREASED330,194321,949+8,245+3%$35.5M$35.2M-$282.4K2026-10-28
Regions Financial Corp
INCREASED304,400286,968+17,432+6%$31.7M$32.5M+$824.2K2026-11-05
Valeo Financial Advisors, LLC
INCREASED288,923267,207+21,716+8%$29.5M$30.8M+$1.4M2026-10-08
MCF Advisors LLC
DECREASED285,767318,059-32,292-10%$35.1M$30.5M-$4.6M2026-10-28
Coastline Trust Co
DECREASED279,139337,887-58,748-17%$37.3M$29.8M-$7.5M2026-10-01
DT Investment Partners, LLC
INCREASED264,781260,626+4,155+2%$28.8M$28.3M-$497.5K2026-10-27
Sigma Investment Counselors Inc
INCREASED259,589242,040+17,549+7%$26.7M$27.7M+$998.9K2026-10-27
Thrivent Financial for Lutherans
INCREASED242,419236,174+6,245+3%$26.1M$25.9M-$134.0K2026-11-05
XML Financial, LLC
DECREASED226,443233,838-7,395-3%$25.8M$24.2M-$1.6M2026-10-29
Fifth Third Wealth Advisors LLC
INCREASED219,032215,938+3,094+1%$23.8M$23.4M-$449.5K2026-10-22
Focus Financial Network, Inc.
DECREASED215,963217,178-1,215-1%$24.0M$23.0M-$913.7K2026-10-14
Legacy Advisors, LLC
DECREASED206,268207,332-1,064-1%$22.9M$22.0M-$862.0K2026-10-19
Amarillo National Bank
DECREASED203,802213,419-9,617-5%$23.5M$21.7M-$1.8M2026-10-23
LJI Wealth Management, LLC
INCREASED198,047192,587+5,460+3%$21.2M$21.1M-$112.7K2026-10-28
Ullmann Wealth Partners Group, LLC
INCREASED196,584195,007+1,577+1%$21.5M$21.0M-$535.7K2026-11-02
Citigroup Inc
INCREASED188,58642,013+146,573+349%$4.6M$20.1M+$15.5M2026-11-04
Tompkins Financial Corp
INCREASED185,837178,556+7,281+4%$19.7M$19.8M+$132.4K2026-10-05
PFW Advisors LLC
DECREASED177,997179,719-1,722-1%$19.8M$19.0M-$832.5K2026-10-07
Avidian Wealth Enterprises, LLC
INCREASED176,761171,429+5,332+3%$18.9M$18.9M-$49.8K2026-10-08
Southern Capital Advisors, LLC
INCREASED174,46719,611+154,856+790%$2.2M$18.6M+$16.5M2026-10-26
Unique Wealth, LLC
DECREASED174,213174,962-7490%$19.3M$18.6M-$711.6K2026-10-16
Verdence Capital Advisors LLC
INCREASED173,816166,059+7,757+5%$18.3M$18.5M+$228.4K2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED166,801166,906-1050%$18.4M$17.8M-$613.7K2026-11-03
Bokf, NA
INCREASED166,630166,518+112+0%$18.4M$17.8M-$589.2K2026-10-27
Culbertson A N & Co Inc
DECREASED164,184165,548-1,364-1%$18.3M$17.5M-$743.2K2026-10-21
Patton Fund Management, Inc.
DECREASED160,644164,789-4,145-3%$18.2M$17.1M-$1.0M2026-10-13
Bricktown Capital, LLC
UNCHANGED156,088156,08800%$17.2M$16.7M-$563.5K2026-10-13
Ascent Group, LLC
INCREASED155,297144,542+10,755+7%$15.9M$16.6M+$625.9K2026-10-30
Fox Financial, Inc
DECREASED154,839157,843-3,004-2%$17.4M$16.5M-$890.3K2026-10-29
Woodstock Corp
DECREASED154,330156,185-1,855-1%$17.2M$16.5M-$761.8K2026-10-13
Three Bridge Wealth Advisors, LLC
INCREASED154,056151,759+2,297+2%$16.7M$16.4M-$302.8K2026-11-05
First Citizens Bank & Trust Co
DECREASED152,617155,078-2,461-2%$17.1M$16.3M-$822.4K2026-10-14
Sonata Capital Group Inc
DECREASED146,206149,744-3,538-2%$16.5M$15.6M-$918.1K2026-10-19
Country Trust Bank
DECREASED143,758154,911-11,153-7%$17.1M$15.3M-$1.7M2026-10-30
Taylor & Morgan Wealth Management, LLC
INCREASED143,205136,353+6,852+5%$15.0M$15.3M+$238.9K2026-10-09
Perigon Wealth Management, LLC
DECREASED137,468142,889-5,421-4%$15.8M$14.7M-$1.1M2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED132,892136,456-3,564-3%$15.1M$14.2M-$872.9K2026-10-20
Heck Capital Advisors, LLC
INCREASED129,870127,185+2,685+2%$14.0M$13.9M-$172.6K2026-10-14
Bailard, Inc.
DECREASED128,925129,623-698-1%$14.3M$13.8M-$542.4K2026-10-13
TD Private Client Wealth LLC
INCREASED127,29589,220+38,075+43%$9.8M$13.6M+$3.7M2026-10-28
VestGen Advisors, LLC
DECREASED126,826126,880-540%$14.0M$13.5M-$463.8K2026-10-27
Krane Financial Solutions LLC
DECREASED125,768130,220-4,452-3%$14.4M$13.4M-$945.1K2026-10-30
Fifth Third Securities, Inc.
INCREASED123,69570,202+53,493+76%$7.7M$13.2M+$5.5M2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED123,103103,033+20,070+19%$11.4M$13.1M+$1.8M2026-11-05
StoneX Group Inc.
INCREASED120,680108,659+12,021+11%$12.0M$12.9M+$890.5K2026-11-03
Old National Bancorp
DECREASED119,390126,173-6,783-5%$13.9M$12.7M-$1.2M2026-10-20
First National Trust Co
DECREASED118,982122,161-3,179-3%$13.5M$12.7M-$780.2K2026-10-28
Washington Trust Bank
DECREASED115,166115,234-680%$12.7M$12.3M-$423.3K2026-11-03
MV Capital Management, Inc.
DECREASED113,112117,593-4,481-4%$13.0M$12.1M-$902.7K2026-10-29
Steph & Co
DECREASED111,232114,666-3,434-3%$12.6M$11.9M-$780.4K2026-10-07
Meridian Wealth Management, LLC
INCREASED111,179107,200+3,979+4%$11.8M$11.9M+$37.5K2026-11-05
Klaas Financial Asset Advisors, LLC
INCREASED110,926109,325+1,601+1%$12.1M$11.8M-$223.8K2026-10-19
West Bancorporation Inc
DECREASED108,979114,958-5,979-5%$12.7M$11.6M-$1.1M2026-10-29
First Horizon Corp
DECREASED107,869107,926-570%$11.9M$11.5M-$395.7K2026-10-26
Brighton Jones LLC
DECREASED106,577108,612-2,035-2%$12.0M$11.4M-$609.3K2026-11-03
Moody National Bank Trust Division
DECREASED104,565105,466-901-1%$11.6M$11.2M-$476.9K2026-10-06
Versant Capital Management, Inc
UNCHANGED98,45398,45300%$10.9M$10.5M-$355.4K2026-10-02
Rossmore Private Capital
INCREASED96,26096,256+40%$10.6M$10.3M-$347.0K2026-10-27
Mullaney, Keating & Wright, Inc.
DECREASED95,02895,838-810-1%$10.6M$10.1M-$432.4K2026-10-19
Trust Point Inc.
INCREASED94,21290,979+3,233+4%$10.0M$10.1M+$16.6K2026-10-27
Lodestar Private Asset Management LLC
INCREASED93,51792,964+553+1%$10.3M$10.0M-$276.6K2026-10-26
Davenport & Co LLC
INCREASED91,54637,166+54,380+146%$4.1M$9.8M+$5.7M2026-10-14
Midwest Trust Co
DECREASED89,85191,053-1,202-1%$10.0M$9.6M-$457.0K2026-10-22
Plan Group Financial, LLC
DECREASED88,76290,221-1,459-2%$10.0M$9.7M-$224.9K2026-10-22
Hoxton Planning & Management, LLC
DECREASED86,97288,997-2,025-2%$9.8M$9.3M-$537.3K2026-10-15
Shelton Wealth Management, LLC
DECREASED85,54585,684-1390%$9.5M$9.1M-$324.1K2026-10-16
Baron Financial Group, LLC
INCREASED84,36179,767+4,594+6%$8.8M$9.0M+$202.3K2026-10-09
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED83,86696,204-12,338-13%$10.6M$8.9M-$1.7M2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED82,49174,452+8,039+11%$8.2M$8.8M+$589.0K2026-11-04
Independence Bank of Kentucky
DECREASED82,33885,740-3,402-4%$9.5M$8.8M-$672.5K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED81,94386,523-4,580-5%$9.5M$8.7M-$801.1K2026-10-30
Sincerus Advisory, LLC
INCREASED81,50979,958+1,551+2%$8.8M$8.7M-$123.2K2026-10-09
Paragon Private Wealth Management, LLC
DECREASED81,09386,740-5,647-7%$9.6M$8.7M-$915.8K2026-10-20
Fulton Bank, N.A.
DECREASED80,50480,984-480-1%$8.9M$8.6M-$343.6K2026-10-14
Beam Wealth Advisors, Inc.
DECREASED79,24579,718-473-1%$8.8M$8.5M-$338.3K2026-11-03
Simon Quick Advisors, LLC
DECREASED78,61583,811-5,196-6%$9.2M$8.4M-$857.0K2026-10-26
Salem Investment Counselors Inc
INCREASED76,58774,321+2,266+3%$8.2M$8.2M-$26.5K2026-10-13
Schneider Downs Wealth Management Advisors, LP
DECREASED74,13974,389-2500%$8.2M$7.9M-$295.2K2026-10-27
Carret Asset Management, LLC
INCREASED73,30172,488+813+1%$8.0M$7.8M-$174.9K2026-11-04
Forte Asset Management LLC
DECREASED71,66872,573-905-1%$8.0M$7.6M-$358.5K2026-10-13
Modera Wealth Management, LLC
DECREASED70,83471,019-1850%$7.8M$7.6M-$276.1K2026-10-28
Nadler Financial Group, Inc.
DECREASED70,59471,732-1,138-2%$7.9M$7.5M-$380.4K2026-10-23
Dickmeyer Boyce Financial Management, Inc.
INCREASED69,27768,403+874+1%$7.5M$7.4M-$153.7K2026-10-08
CFM Wealth Partners LLC
INCREASED67,57164,949+2,622+4%$7.2M$7.2M+$45.3K2026-11-05
Park Avenue Securities LLC
DECREASED66,78668,472-1,686-2%$7.6M$7.1K-$7.5M2026-10-26
First Merchants Corp
DECREASED66,04768,099-2,052-3%$7.5M$7.0M-$464.8K2026-10-15
City Holding Co
DECREASED65,18965,503-3140%$7.2M$7.0M-$270.0K2026-10-19
Citizens Financial Group Inc
DECREASED65,15173,002-7,851-11%$8.1M$7.0M-$1.1M2026-10-23
Commerce Advisors, LLC
INCREASED64,88041,410+23,470+57%$4.6M$6.9M+$2.4M2026-10-19
Wesbanco Bank Inc
INCREASED64,41263,929+483+1%$7.1M$6.9M-$179.2K2026-11-04
Prairie Advisory, LLC
INCREASED63,25024,305+38,945+160%$2.7M$6.7M+$4.1M2026-10-19
NTV Asset Management LLC
INCREASED62,89755,047+7,850+14%$6.1M$6.7M+$639.0K2026-10-23
Integrated Advisors Network LLC
DECREASED62,52963,108-579-1%$7.0M$6.7M-$289.6K2026-10-20
Sunburst Financial Group, LLC
INCREASED61,04460,663+381+1%$6.7M$6.5M-$178.3K2026-10-09
Principal Financial Group Inc
DECREASED60,81375,245-14,432-19%$8.3M$6.5M-$1.8M2026-11-02
Oppenheimer & Co Inc
DECREASED60,66260,808-1460%$6.7M$6.5M-$235.1K2026-10-26
Orin Green Financial, LLC
DECREASED60,27060,571-3010%$6.7M$6.4M-$250.8K2026-10-19
TCV Trust & Wealth Management, Inc.
DECREASED60,17660,737-561-1%$6.7M$6.4M-$279.1K2026-10-16
New England Private Wealth Advisors LLC
INCREASED59,73859,712+26+0%$6.5M$6.4M-$155.6K2026-10-19
Matrix Asset Advisors Inc
INCREASED59,30359,093+210+0%$6.5M$6.3M-$190.9K2026-10-13
Smith Thornton Advisors LLC
INCREASED59,18157,271+1,910+3%$6.3M$6.3M+$28.0K2026-10-16
Chicago Partners Investment Group LLC
DECREASED59,02767,086-8,059-12%$7.3M$6.5M-$840.7K2026-10-27
Smith Chas P & Associates PA Cpas
UNCHANGED56,59856,59800%$6.2M$6.1M-$103.0K2026-10-22
Smith & Howard Wealth Management, LLC
INCREASED55,95653,269+2,687+5%$5.9M$6.0M+$94.4K2026-10-27
Gryphon Financial Partners LLC
INCREASED54,68353,625+1,058+2%$5.9M$5.8M-$80.6K2026-11-04
St. Johns Investment Management Company, LLC
DECREASED54,50257,433-2,931-5%$6.3M$5.8M-$520.1K2026-10-30
Canandaigua National Bank & Trust Co
INCREASED54,36054,356+4+0%$6.0M$5.8M-$195.8K2026-10-07
Cornerstone Wealth Group, LLC
DECREASED54,08554,236-1510%$6.0M$5.8M-$211.9K2026-11-02
Cullen T Bankers, Inc.
INCREASED52,99851,547+1,451+3%$5.7M$5.7M-$31.3K2026-10-28
Acropolis Investment Management, LLC
DECREASED52,47652,811-335-1%$5.8M$5.6M-$226.4K2026-10-08
Cahaba Wealth Management, Inc.
DECREASED52,46956,124-3,655-7%$6.2M$5.6M-$592.7K2026-10-26
Canopy Partners, LLC
DECREASED51,39551,719-324-1%$5.7M$5.5M-$221.3K2026-10-28
Lpwm LLC
INCREASED49,96849,499+469+1%$5.5M$5.3M-$128.6K2026-10-20
Mycio Wealth Partners, LLC
INCREASED49,91349,815+98+0%$5.5M$5.3M-$169.4K2026-11-04
Nvwm, LLC
INCREASED49,01934,431+14,588+42%$3.8M$5.2M+$1.4M2026-10-14
Whitegate Investment Counselors, Inc.
INCREASED48,68148,661+20+0%$5.4M$5.2M-$173.5K2026-11-02
Trust Co of Toledo NA
INCREASED47,15045,661+1,489+3%$5.0M$5.0M-$5.9K2026-10-16
Nixon Peabody Trust Co
INCREASED47,0203,319+43,701+1317%$366.2K$5.0M+$4.7M2026-10-23
Turtle Creek Wealth Advisors, LLC
DECREASED45,80645,810-40%$5.1M$4.9M-$165.8K2026-10-15
HB Wealth Management, LLC
DECREASED45,28147,181-1,900-4%$5.2M$4.8M-$373.2K2026-10-23
Fort Washington Investment Advisors Inc
DECREASED44,35148,554-4,203-9%$5.4M$4.7M-$623.8K2026-10-15
Choreo, LLC
INCREASED44,20343,505+698+2%$4.8M$4.7M-$82.7K2026-10-28
Northwest Wealth Advisors, LLC
INCREASED43,11839,833+3,285+8%$4.4M$4.6M+$206.7K2026-11-02
Farther Finance Advisors, LLC
INCREASED42,97138,510+4,461+12%$4.2M$4.6M+$336.9K2026-10-08
Quadrant Capital Group LLC
INCREASED42,62341,945+678+2%$4.6M$4.7M+$43.7K2026-10-20
Davidson Trust Co
DECREASED42,60443,063-459-1%$4.8M$4.5M-$204.4K2026-10-09
Farmers & Merchants Investments Inc
DECREASED41,65641,859-2030%$4.6M$4.4M-$172.8K2026-10-22
Courier Capital LLC
INCREASED40,65038,200+2,450+6%$4.2M$4.3M+$123.6K2026-10-19
Linscomb Wealth, Inc.
INCREASED39,57836,105+3,473+10%$4.0M$4.2M+$240.3K2026-11-05
Elyxium Wealth, LLC
INCREASED38,99238,238+754+2%$4.2M$4.2M-$57.7K2026-10-27
Bucket List Wealth Management, LLC
DECREASED38,79739,629-832-2%$4.4M$4.1M-$231.8K2026-10-22
Samalin Investment Counsel, LLC
INCREASED37,90336,785+1,118+3%$4.1M$4.0M-$13.5K2026-10-23
Americana Partners, LLC
INCREASED37,50228,601+8,901+31%$3.2M$4.0M+$846.5K2026-10-28
Private Trust Co NA
INCREASED37,36936,996+373+1%$4.1M$4.0M-$93.7K2026-10-20
Advisory Resource Group
DECREASED37,35838,299-941-2%$4.2M$4.0M-$238.7K2026-10-26
Aspiriant, LLC
DECREASED36,54336,742-199-1%$4.1M$3.9M-$153.9K2026-10-16
Spire Wealth Management
DECREASED36,03136,087-560%$4.0M$3.8M-$136.2K2026-10-30
Prospera Financial Services Inc
DECREASED35,97036,265-295-1%$4.0M$4.0M-$43.3K2026-11-04
Gamma Investing LLC
INCREASED35,53632,487+3,049+9%$3.6M$3.8M+$208.1K2026-10-08
Fund Evaluation Group, LLC
UNCHANGED35,29335,29300%$3.9M$3.8M-$127.4K2026-11-05
Mather Group, Llc.
DECREASED35,17735,265-880%$3.9M$3.8M-$136.7K2026-10-14
Sigma Planning Corp
DECREASED34,71636,363-1,647-5%$4.0M$3.7M-$307.1K2026-10-23
J.W. Cole Advisors, Inc.
DECREASED34,54535,382-837-2%$3.9M$3.7M-$217.1K2026-11-05
Sowell Financial Services LLC
INCREASED34,54333,915+628+2%$3.7M$3.7M-$55.4K2026-10-23
Evergreen Capital Management LLC
UNCHANGED33,71833,71800%$3.7M$3.6M-$121.7K2026-10-23
Lanark Financial, Inc.
DECREASED33,68734,782-1,095-3%$3.8M$3.6M-$242.4K2026-10-26
Pathway Financial Advisors LLC
DECREASED33,17033,355-185-1%$3.7M$3.5M-$140.8K2026-10-07
Highland Capital Management, LLC
DECREASED32,23232,289-570%$3.6M$3.4M-$122.6K2026-10-26
Paller Financial Services Inc
INCREASED32,09527,615+4,480+16%$3.0M$3.4M+$378.4K2026-10-13
Parallel Advisors, LLC
INCREASED31,98919,355+12,634+65%$2.1M$3.4M+$1.3M2026-11-03
Triumph Capital Management
DECREASED31,95343,905-11,952-27%$4.8M$3.4M-$1.4M2026-10-14
Phillips Financial Management, LLC
UNCHANGED31,53931,53900%$3.5M$3.4M-$113.9K2026-10-19
HUB Investment Partners, LLC
UNCHANGED31,53731,53700%$3.5M$3.4M-$113.8K2026-11-03
Finley Financial, LLC
UNCHANGED31,49531,49500%$3.5M$3.4M-$86.0K2026-10-28
Narus Financial Partners, LLC
DECREASED31,22631,478-252-1%$3.5M$3.3M-$140.5K2026-10-19
Flagstar Securities, Inc
DECREASED31,11531,264-1490%$3.4M$3.3M-$128.8K2026-10-15
Summit Financial Strategies, Inc.
DECREASED31,02631,156-1300%$3.4M$3.3M-$126.3K2026-10-14
Allen Investment Management, LLC
UNCHANGED31,00031,00000%$3.4M$3.3M-$112.8K2026-11-03
Builder Investment Group Inc
DECREASED30,60830,642-340%$3.4M$3.3M-$114.1K2026-10-22
Brick & Kyle, Associates
DECREASED30,40730,444-370%$3.0M$3.2M+$284.7K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED30,38710,669+19,718+185%$1.2M$3.2M+$2.1M2026-10-14
Apollon Wealth Management, LLC
INCREASED29,92229,363+559+2%$3.2M$3.2M-$46.2K2026-10-23
RFG - Bristol Wealth Advisors, LLC
DECREASED29,75631,052-1,296-4%$3.4M$3.2M-$250.5K2026-10-09
JSF Financial, LLC
DECREASED29,66329,848-185-1%$3.3M$3.2M-$127.4K2026-10-22
Blue Trust, Inc.
INCREASED29,20210,953+18,249+167%$1.2M$3.1M+$1.9M2026-10-15
Procyon Advisors, LLC
DECREASED28,97930,818-1,839-6%$3.4M$3.1M-$307.6K2026-10-21
First United Bank & Trust
DECREASED28,49328,495-20%$3.1M$3.0M-$103.1K2026-10-22
Greenleaf Trust
DECREASED28,24730,587-2,340-8%$3.4M$3.0M-$360.1K2026-10-29
Anchor Capital Advisors LLC
DECREASED28,22728,435-208-1%$3.1M$3.0M-$124.8K2026-11-05
Councilor Wealth, LLC
UNCHANGED28,04328,04300%$3.1M$3.0M-$101.2K2026-10-09
Frank, Rimerman Advisors LLC
INCREASED28,03127,725+306+1%$3.1M$3.0M-$67.5K2026-10-16
Richard P Slaughter Associates Inc
DECREASED27,63331,360-3,727-12%$3.5M$2.9M-$510.9K2026-10-13
Diversify Advisory Services, LLC
DECREASED27,00036,557-9,557-26%$4.0M$3.0M-$1.1M2026-10-20
Diversify Wealth Management, LLC
DECREASED27,00036,557-9,557-26%$4.0M$3.0M-$1.1M2026-10-20
TD Waterhouse Canada Inc.
INCREASED26,98825,909+1,079+4%$2.9M$2.9M+$50.1K2026-10-16
Crescent Grove Advisors, LLC
INCREASED26,97725,006+1,971+8%$2.8M$2.9M+$120.1K2026-10-21
HT Partners LLC
UNCHANGED26,95626,95600%$3.0M$2.9M-$97.3K2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED26,93427,654-720-3%$3.1M$2.9M-$176.6K2026-10-16
JFS Wealth Advisors, LLC
INCREASED26,61826,268+350+1%$2.9M$2.8M-$57.5K2026-11-03
Resonant Capital Advisors, LLC
UNCHANGED26,39126,39100%$2.9M$2.8M-$95.3K2026-10-15
Nations Financial Group Inc,
INCREASED25,77025,324+446+2%$2.8M$2.7M-$43.8K2026-11-05
Meridian Financial Partners LLC
UNCHANGED25,64225,64200%$2.8M$2.8M+$1.5K2026-10-23
Rainier Family Wealth Inc
INCREASED24,99423,258+1,736+7%$2.6M$2.7M+$101.3K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED24,79524,323+472+2%$2.7M$2.6M-$37.4K2026-11-04
Vise Technologies, Inc.
INCREASED24,65820,336+4,322+21%$2.2M$2.6M+$387.8K2026-10-29
Granville Capital, Inc.
DECREASED24,51829,465-4,947-17%$3.3M$2.6M-$634.3K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED24,39824,452-540%$2.7M$2.6M-$94.0K2026-11-04
Simplicity Wealth,LLC
INCREASED24,17214,948+9,224+62%$1.6M$2.6M+$930.4K2026-10-23
Indiana Trust & Investment Management Co
DECREASED24,09524,651-556-2%$2.7M$2.6M-$148.3K2026-10-22
Goelzer Investment Management, Inc.
DECREASED23,93724,069-132-1%$2.7M$2.6M-$101.0K2026-10-16
Dagco, Inc.
INCREASED23,91823,862+56+0%$2.6M$2.6M-$80.2K2026-10-20
PFG Advisors
DECREASED23,91728,394-4,477-16%$3.1M$2.6M-$580.3K2026-10-16
Naples Global Advisors, LLC
DECREASED23,89326,367-2,474-9%$2.9M$2.5M-$359.2K2026-11-05
Simplex Trading, LLC
NEW23,804—+23,804——$2.5M—2026-11-04
Paladin Partners, LLC
INCREASED23,63721,740+1,897+9%$2.4M$2.5M+$123.9K2026-10-06
Diversified Enterprises, LLC
INCREASED23,5307,958+15,572+196%$877.9K$2.5M+$1.6M2026-10-19
Gilman Hill Asset Management, LLC
INCREASED23,46020,421+3,039+15%$2.3M$2.5M+$250.5K2026-10-13
Farmers & Merchants Trust Co of Long Beach
UNCHANGED23,28623,28600%$2.6M$2.5M-$84.1K2026-10-22
Moneywise, Inc.
INCREASED23,05122,022+1,029+5%$2.4M$2.5M+$30.3K2026-10-30
Marquette Asset Management, LLC
DECREASED22,96623,315-349-1%$2.6M$2.5M-$121.4K2026-10-09
Lee, Kelleher & Klein Wealth Management
DECREASED22,93624,077-1,141-5%$2.7M$2.4M-$208.7K2026-10-08
Middleton & Co Inc
DECREASED22,80323,103-300-1%$2.5M$2.4M-$115.4K2026-10-23
St. Clair Advisors, LLC
DECREASED22,77723,625-848-4%$2.6M$2.4M-$175.7K2026-10-13
Able Financial Group, LLC
DECREASED22,56922,914-345-2%$2.5M$2.4M-$119.5K2026-10-14
Venture Visionary Partners LLC
DECREASED22,52922,618-890%$2.5M$2.4M-$91.1K2026-10-07
UMB Private Wealth Management, LLC
NEW22,388—+22,388——$2.4M—2026-10-19
Burke & Herbert Bank & Trust Co
INCREASED22,28022,170+110+1%$2.4M$2.4M-$68.3K2026-11-02
Boston Trust Walden Corp
DECREASED22,22522,275-500%$2.5M$2.4M-$85.7K2026-10-30
Lavelle Capital LP
UNCHANGED22,16322,16300%$2.4M$2.4M-$80.0K2026-11-03
Weatherly Asset Management L. P.
UNCHANGED22,07122,07100%$2.4M$2.4M-$79.7K2026-10-20
Welch & Forbes LLC
DECREASED22,04822,380-332-1%$2.5M$2.4M-$116.2K2026-11-04
Busey Bank
DECREASED21,53921,797-258-1%$2.4M$2.3M-$106.2K2026-10-26
Climber Capital SA
INCREASED21,53621,378+158+1%$2.2M$2.1M-$164.6K2026-10-20
Indivisible Partners
INCREASED21,50615,653+5,853+37%$1.7M$2.3M+$568.1K2026-10-26
BankPlus Wealth Management LLC
DECREASED21,35122,174-823-4%$2.4M$2.3M-$169.0K2026-10-13
Chesley Taft & Associates LLC
DECREASED21,30821,558-250-1%$2.4M$2.3M-$104.5K2026-10-13
Columbus Macro, LLC
INCREASED21,21821,079+139+1%$2.3M$2.3M-$61.3K2026-10-14
Parsons Capital Management Inc
UNCHANGED21,15821,15800%$2.3M$2.3M-$76.4K2026-10-28
Certuity, LLC
INCREASED21,06018,859+2,201+12%$2.1M$2.2M+$166.7K2026-11-02
Appleton Partners Inc
DECREASED21,00721,092-850%$2.3M$2.2K-$2.3M2026-10-30
Chapin Davis, Inc.
DECREASED20,47220,906-434-2%$2.3M$2.2M-$121.7K2026-10-09
Corepath Wealth Partners LLC
DECREASED19,79822,166-2,368-11%$2.4M$2.1M-$267.4K2026-10-21
Sagespring Wealth Partners, LLC
INCREASED19,75919,249+510+3%$2.1M$2.1M-$15.1K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED19,59617,939+1,657+9%$2.0M$2.1M+$114.9K2026-10-13
Manchester Capital Management LLC
UNCHANGED19,56819,56800%$2.2M$2.1M-$70.6K2026-10-22
Vigilare Wealth Management
DECREASED19,50931,748-12,239-39%$3.5M$2.1M-$1.4M2026-10-29
Atala Financial Inc
INCREASED19,29117,510+1,781+10%$1.9M$2.1M+$126.9K2026-10-22
Csenge Advisory Group
INCREASED19,16819,164+4+0%$2.1M$2.0M-$68.7K2026-11-04
BG Investment Services, LLC
INCREASED19,12819,094+34+0%$2.1M$2.0M-$65.3K2026-10-23
Ascentis Independent Advisors
NEW19,095—+19,095——$2.0M—2026-11-03
Evensky & Katz LLC
DECREASED18,91420,831-1,917-9%$2.3M$2.0K-$2.3M2026-10-27
Legacy Bridge, LLC
UNCHANGED18,85418,85400%$2.1M$2.0M-$68.1K2026-10-28
Montecito Bank & Trust
DECREASED18,70618,844-138-1%$2.1M$2.0M-$82.8K2026-10-01
Well Done, LLC
INCREASED18,63917,968+671+4%$2.0M$2.0M+$6.7K2026-10-20
Peoples Bank
DECREASED18,47018,962-492-3%$2.1M$2.0M-$121.0K2026-10-26
Clear Harbor Asset Management, LLC
INCREASED18,33717,939+398+2%$2.0M$2.0M-$22.3K2026-11-05
MBL Wealth, LLC
DECREASED18,29418,394-100-1%$2.0M$2.0M-$77.1K2026-10-22
Waters Parkerson & Co., LLC
DECREASED18,12919,065-936-5%$2.1M$1.9M-$168.7K2026-11-04
Private Management Group Inc
DECREASED18,04018,825-785-4%$2.1M$1.9M-$151.7K2026-11-04
Odyssey Capital Advisors, Inc.
INCREASED17,97417,145+829+5%$1.9M$1.9M+$26.5K2026-10-26
Sage Capital Advisors,llc
INCREASED17,91517,538+377+2%$1.9M$1.9M-$23.0K2026-10-13
Fairway Wealth LLC
DECREASED17,78018,083-303-2%$2.0M$1.9M-$97.6K2026-10-30
GGM Financial LLC
INCREASED17,59617,549+47+0%$1.9M$1.9M-$58.3K2026-11-05
Leo Wealth, LLC
NEW17,510—+17,510——$1.9M—2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED17,33118,101-770-4%$2.0M$1.8M-$147.5K2026-10-13
Financial Partners Group, Inc
DECREASED17,28217,527-245-1%$1.9M$1.8M-$89.4K2026-10-19
TSG Advice Partners, LLC
NEW17,261—+17,261——$1.9M—2026-10-29
Denver PWM, LLC
DECREASED17,08617,588-502-3%$2.0M$1.8M-$196.2K2026-10-22
WestHill Financial Advisors, Inc.
DECREASED16,95317,047-94-1%$1.9M$1.8M-$71.6K2026-10-14
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED16,87016,87000%$1.9M$1.8M-$60.9K2026-10-29
Crumly & Associates Inc.
UNCHANGED16,79216,79200%$1.9M$1.8M-$60.6K2026-10-07
Conning Inc.
UNCHANGED16,69716,69700%$1.8M$1.8M-$60.3K2026-10-27
St. Louis Trust Co
UNCHANGED16,66016,66000%$4.6M$1.8M-$2.8M2026-11-03
Heritage Investors Management Corp
DECREASED16,51016,550-400%$1.8M$1.8K-$1.8M2026-10-29
Guardian Wealth Advisors, LLC
DECREASED16,45518,130-1,675-9%$2.0M$1.8M-$184.6K2026-10-30
Kohmann Bosshard Financial Services, LLC
UNCHANGED16,37616,37600%$1.8M$1.7M-$59.1K2026-11-04
IFG Advisors, LLC
INCREASED16,26415,657+607+4%$1.7M$1.7M+$8.2K2026-10-15
West Paces Advisors Inc.
UNCHANGED16,26316,26300%$1.8M$1.7M-$58.7K2026-10-13
Baker Ellis Asset Management LLC
UNCHANGED16,21416,21400%$1.8M$1.7M-$58.5K2026-10-14
Angeles Wealth Management, LLC
INCREASED16,09813,023+3,075+24%$1.4M$1.7M+$281.1K2026-10-26
Pinnacle Associates LTD
DECREASED16,07517,246-1,171-7%$1.9M$1.7M-$187.2K2026-10-20
First Hawaiian Bank
UNCHANGED16,04716,04700%$1.8M$1.7M-$57.9K2026-10-14
Compton Wealth Advisory Group, LLC
INCREASED15,95415,953+1+0%$1.8M$1.7M-$41.2K2026-10-13
Carroll Advisory Group, LLC
DECREASED15,90616,133-227-1%$1.8M$1.7M-$82.5K2026-10-16
RFG Advisory, LLC
INCREASED15,7264,326+11,400+264%$477.2K$1.7M+$1.2M2026-11-03
Nordwand Advisors, LLC
UNCHANGED15,68015,68000%$1.7M$1.7M-$56.6K2026-11-05
Parkside Financial Bank & Trust
DECREASED15,62215,770-148-1%$1.7M$1.7M-$72.7K2026-10-27
Bison Wealth, LLC
INCREASED15,55214,280+1,272+9%$1.6M$1.7M+$123.0K2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED15,54114,401+1,140+8%$1.6M$1.7M+$69.7K2026-10-23
Strategic Advisors LLC
DECREASED15,36415,554-190-1%$1.7M$1.6M-$76.4K2026-10-13
IFP Advisors, Inc
INCREASED15,24313,703+1,540+11%$1.5M$1.6M+$114.9K2026-10-16
Grove Bank & Trust
DECREASED15,24023,310-8,070-35%$2.6M$1.6M-$945.3K2026-10-08
AlphaCore Capital LLC
INCREASED15,2389,571+5,667+59%$1.1M$1.6M+$570.2K2026-11-04
Assetmark, Inc
INCREASED15,23314,279+954+7%$1.6M$1.6M+$50.2K2026-10-21
Daymark Wealth Partners, LLC
INCREASED15,23015,110+120+1%$1.7M$1.6M-$41.8K2026-11-04
Eastern Bank
DECREASED15,14617,827-2,681-15%$2.0M$1.6M-$350.4K2026-10-05
Luminvest Wealth Management LLC
UNCHANGED15,05615,05600%$1.7M$1.6M-$54.4K2026-10-14
Sage Mountain Advisors LLC
UNCHANGED14,75614,75600%$1.6M$1.6M-$53.3K2026-11-02
Avior Wealth Management, LLC
DECREASED14,65914,748-89-1%$1.6M$1.6M-$62.7K2026-10-13
Fulcrum Capital LLC
DECREASED14,64114,713-720%$1.6M$1.6M-$60.8K2026-10-15
First Financial Bank - Trust Division
INCREASED14,59413,698+896+7%$1.5M$1.6M+$46.2K2026-10-01
Argentarii, LLC
UNCHANGED14,50714,50700%$1.6M$1.5M-$97.2K2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED14,50214,830-328-2%$1.6M$1.5M-$88.5K2026-10-05
Montag A & Associates Inc
INCREASED14,49214,354+138+1%$1.6M$1.5M-$37.1K2026-10-29
MBA Advisors LLC
UNCHANGED14,41214,41200%$1.6M$1.5M-$52.0K2026-10-29
Orgel Wealth Management, LLC
INCREASED14,40313,639+764+6%$1.5M$1.5M+$32.3K2026-10-14
Hapanowicz & Associates Financial Services, Inc
INCREASED14,40114,146+255+2%$1.6M$1.5M-$23.9K2026-10-29
Oliver Luxxe Assets LLC
DECREASED14,31821,281-6,963-33%$2.3M$1.5M-$819.8K2026-10-14
Strategic Blueprint, LLC
INCREASED14,22113,325+896+7%$1.5M$1.5M+$47.5K2026-10-22
Atlas Brown,Inc.
DECREASED14,18214,399-217-2%$1.6M$1.5M-$75.1K2026-10-09
Calamos Wealth Management LLC
INCREASED14,12813,976+152+1%$1.5M$1.5M-$34.2K2026-11-02
Bill Few Associates, Inc.
UNCHANGED14,01314,01300%$1.5M$1.5M-$50.6K2026-10-09
SeaBridge Investment Advisors LLC
UNCHANGED14,00114,00100%$1.5M$1.5M-$50.5K2026-11-02
Philadelphia Trust Co
UNCHANGED13,91313,91300%$1.5M$1.5M-$50.0K2026-11-05
Connecticut Wealth Management, LLC
DECREASED13,85414,469-615-4%$1.6M$1.5M-$117.9K2026-10-13
Independent Financial Group, LLC
INCREASED13,83513,086+749+6%$1.4M$1.5M+$32.7K2026-10-13
SigFig Wealth Management, LLC
DECREASED13,65217,285-3,633-21%$1.9M$1.5M-$447.2K2026-10-07
Dominguez Wealth Management Solutions, Inc.
DECREASED13,58313,727-144-1%$1.5M$1.4M-$64.9K2026-10-07
Winthrop Advisory Group LLC
DECREASED13,51513,572-570%$1.5M$1.4M-$55.1K2026-10-22
RMR Wealth Builders
INCREASED13,50312,984+519+4%$1.4M$1.4M+$8.6K2026-10-22
Plus Group Wealth Advisors LLC
INCREASED13,47211,518+1,954+17%$1.3M$1.4M+$166.9K2026-10-19
Klingman & Associates, LLC
UNCHANGED13,46613,46600%$1.5M$1.4M-$48.6K2026-10-20
American National Bank & Trust
INCREASED13,4098,760+4,649+53%$966.4K$1.4M+$464.5K2026-10-07
Cypress Capital Group
UNCHANGED13,35113,35100%$1.5M$1.4M-$48.2K2026-11-03
Apella Capital, LLC
INCREASED13,3189,684+3,634+38%$1.1M$1.4M+$379.6K2026-10-08
Patriot Investment Management Group, Inc.
UNCHANGED13,24413,24400%$1.5M$1.4M-$47.8K2026-10-15
North Berkeley Wealth Management, LLC
DECREASED13,11815,435-2,317-15%$1.7M$1.4M-$303.0K2026-11-02
Live Oak Private Wealth LLC
UNCHANGED13,08413,08400%$1.4M$1.4M-$47.2K2026-11-02
Wedmont Private Capital
INCREASED13,05313,043+10+0%$1.4M$1.4M-$13.9K2026-10-09
Caliber Wealth Management, LLC / KS
DECREASED12,99213,875-883-6%$1.5M$1.4M-$144.3K2026-11-04
Occidental Asset Management, LLC
UNCHANGED12,86112,86100%$1.4M$1.4M-$46.4K2026-11-05
Penobscot Wealth Management
INCREASED12,75012,156+594+5%$1.3M$1.4M+$19.4K2026-10-21
Sapient Capital LLC
INCREASED12,68812,448+240+2%$1.4M$1.4M-$19.3K2026-10-08
Centennial Wealth Advisory LLC
DECREASED12,61814,347-1,729-12%$1.6M$1.3M-$236.3K2026-10-16
NBT Bank, N.A.
INCREASED12,48710,673+1,814+17%$1.2M$1.3M+$155.0K2026-10-21
Compound Planning, Inc.
INCREASED12,47611,482+994+9%$1.3M$1.3M+$64.6K2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED12,3279,524+2,803+29%$1.1M$1.3M+$264.7K2026-11-04
Whitener Capital Management, Inc.
INCREASED12,2999,199+3,100+34%$1.0M$1.3M+$297.6K2026-10-15
Midwest Financial Group LLC
INCREASED12,28611,182+1,104+10%$1.2M$1.3M+$77.5K2026-10-15
Leslie Global Wealth, LLC
INCREASED12,25112,181+70+1%$1.3M$1.3M-$36.5K2026-10-26
Cassaday & Co Wealth Management LLC
INCREASED12,23811,329+909+8%$1.2M$1.3M+$56.1K2026-10-27
Radnor Capital Management, LLC
UNCHANGED12,01012,01000%$1.3M$1.3M-$43.4K2026-10-23
Asset Allocation Strategies LLC
DECREASED12,00715,409-3,402-22%$1.7M$1.3M-$418.7K2026-10-20
Allspring Global Investments Holdings, LLC
DECREASED11,85714,537-2,680-18%$1.6M$1.3M-$326.0K2026-11-04
Moneco Advisors, LLC
DECREASED11,70211,776-74-1%$1.3M$1.2M-$50.3K2026-11-05
Seneca Financial Advisors LLC
DECREASED11,64111,824-183-2%$1.3M$1.2M-$62.2K2026-10-28
USAdvisors Wealth Management, LLC
INCREASED11,58911,341+248+2%$1.3M$1.2K-$1.2M2026-10-21
Pine Haven Investment Counsel, Inc
UNCHANGED11,52211,52200%$1.3M$1.2M-$41.6K2026-11-02
Saxon Interests, Inc.
DECREASED11,37422,465-11,091-49%$2.5M$1.2M-$1.3M2026-10-26
PPS&V Asset Management Consultants, Inc.
UNCHANGED11,36611,36600%$1.3M$1.2M-$41.0K2026-10-06
Central Trust Co
DECREASED11,36112,557-1,196-10%$1.4M$1.2M-$173.0K2026-11-05
Pacific Park Financial, Inc.
DECREASED11,35313,112-1,759-13%$1.4M$1.2M-$235.0K2026-10-13
Rare Wolf Capital LLC
INCREASED11,15211,151+1+0%$1.2M$1.2M-$40.1K2026-10-20
BAR Harbor Wealth Management
UNCHANGED11,09511,09500%$1.2M$1.2M-$40.1K2026-10-21
Lyell Wealth Management, LP
INCREASED11,03710,512+525+5%$1.2M$1.2M+$18.1K2026-10-30
Kendall Capital Management
DECREASED10,99611,000-40%$1.2M$1.2M-$40.1K2026-10-23
Columbia Asset Management
UNCHANGED10,87210,87200%$1.2M$1.2M-$39.2K2026-10-19
International Assets Investment Management, LLC
INCREASED10,79710,331+466+5%$1.1M$1.2M+$23.4K2026-11-02
Birch Hill Investment Advisors LLC
UNCHANGED10,70610,70600%$1.2M$1.1M-$38.6K2026-10-16
Sunbeam Capital Management, LLC
INCREASED10,61810,586+32+0%$1.2M$1.1M-$34.8K2026-11-05
Mill Capital Management, LLC
UNCHANGED10,52410,52400%$1.2M$1.1M-$38.0K2026-10-26
Encompass Wealth Advisors, LLC
INCREASED10,5185,309+5,209+98%$585.7K$1.1M+$536.7K2026-10-15
Atria Investments, Inc
DECREASED10,44312,036-1,593-13%$1.3M$1.1M-$213.4K2026-10-15
Center for Wealth Management Advisory
UNCHANGED10,42710,42700%$1.2M$1.1M-$37.6K2026-10-23
Retirement Planning Group, LLC
DECREASED10,35510,365-100%$1.1M$1.1M-$38.5K2026-10-19
Harbor Investment Advisory, LLC
UNCHANGED10,33210,33200%$1.1M$1.1M-$37.3K2026-10-13
Duncker Streett & Co Inc
DECREASED10,30810,731-423-4%$1.2M$1.1M-$83.8K2026-10-27
Narwhal Capital Management
UNCHANGED10,23110,23100%$1.1M$1.1M-$36.9K2026-11-04
Mason & Associates, LLC
DECREASED10,18210,201-190%$1.1M$1.1M-$38.9K2026-10-26
Crusonia Wealth Advisors LLC
INCREASED10,1028,646+1,456+17%$953.8K$1.1M+$124.2K2026-10-26
Breakwater Capital Group
UNCHANGED9,9509,95000%$1.1M$1.1M-$35.9K2026-10-09
SAX Wealth Advisors, LLC
INCREASED9,9284,139+5,789+140%$402.4K$1.1M+$657.0K2026-10-13
Vontobel Holding Ltd.
UNCHANGED9,9259,92500%$1.1M$1.1M-$35.8K2026-10-16
RKL Wealth Management LLC
INCREASED9,8939,876+17+0%$1.1M$1.1M-$33.8K2026-10-16
North Star Investment Management Corp.
UNCHANGED9,6609,66000%$1.1M$1.0M-$34.9K2026-10-27
Asset Advisory Group, Inc.
DECREASED9,5239,558-350%$1.1M$1.0M-$38.3K2026-10-20
Beacon Financial Advisory LLC
INCREASED9,4179,402+15+0%$1.0M$1.0M-$32.3K2026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED9,4089,40800%$1.0M$1.0M-$34.0K2026-10-16
Patten & Patten Inc
UNCHANGED9,4009,40000%$1.0M$1.0M-$33.9K2026-10-26
Harbor Asset Planning, Inc.
INCREASED9,3239,294+29+0%$1.0M$994.7K-$30.6K2026-10-23
Certified Advisory Corp
INCREASED9,2998,801+498+6%$970.9K$992.3K+$21.4K2026-10-29
Parthenon LLC
DECREASED9,2439,323-80-1%$1.0M$986.3K-$42.2K2026-10-22
E&G Advisors, LLC
UNCHANGED9,1539,15300%$1.0M$976.7K-$33.0K2026-10-13
Goldstein Advisors, LLC
INCREASED9,1499,112+37+0%$1.0M$976.3K-$28.9K2026-10-15
Selective Wealth Management, Inc.
DECREASED9,1329,158-260%$1.0M$1.0M-$7232026-10-16
Buckhead Capital Management LLC
UNCHANGED9,1169,11600%$1.0M$972.8K-$32.9K2026-11-03
BIP Wealth, LLC
INCREASED9,0949,059+35+0%$999.4K$970.4K-$29.0K2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED9,0928,990+102+1%$991.8K$970.2K-$21.6K2026-10-27
Innovative Wealth Building LLC
INCREASED9,0648,787+277+3%$969.4K$967.3K-$2.2K2026-10-14
Capital Investment Advisors, LLC
DECREASED8,9098,949-400%$987.3K$950.7K-$36.6K2026-10-22
Baron Wealth Management LLC
INCREASED8,9058,889+16+0%$980.6K$950.3K-$30.4K2026-10-27
Center for Financial Planning, Inc.
DECREASED8,8408,896-56-1%$981.4K$943.4K-$38.0K2026-10-26
Higgins & Schmidt Wealth Strategies LLC
DECREASED8,8159,086-271-3%$1.0M$940.6K-$61.7K2026-10-26
Midland Wealth Advisors, LLC
DECREASED8,7918,826-350%$973.7K$938.1K-$35.6K2026-10-26
LEE Danner & Bass Inc
UNCHANGED8,7668,76600%$967.1K$935.4K-$31.6K2026-10-27
Focused Alpha, LLC
INCREASED8,7088,187+521+6%$903.2K$929.3K+$26.1K2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED8,7008,70000%$959.8K$928.4K-$31.4K2026-10-16
Fulton Breakefield Broenniman LLC
INCREASED8,6078,257+350+4%$910.9K$918.4K+$7.5K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED8,5588,649-91-1%$954.2K$913.3K-$40.9K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED8,5389,538-1,000-10%$1.1M$911.1K-$141.1K2026-10-23
Tranquility Partners, LLC
DECREASED8,4008,425-250%$929.4K$895.5K-$33.9K2026-10-20
Central Bank & Trust Co
UNCHANGED8,4008,40000%$926.7K$896.4K-$30.3K2026-10-09
Ironwood Financial, llc
DECREASED8,3308,333-30%$914.8K$888.9K-$25.9K2026-10-20
Larson Financial Group LLC
DECREASED8,1898,636-447-5%$952.8K$873.8K-$78.9K2026-11-05
M Holdings Securities, Inc.
NEW8,168—+8,168——$901—2026-11-03
Carnegie Investment Counsel
INCREASED8,1476,701+1,446+22%$739.3K$869.4K+$130.1K2026-10-20
Beaumont Financial Advisors, LLC
DECREASED8,1468,166-200%$900.9K$869.3K-$31.6K2026-10-22
Grimes & Co Wealth Management, LLC
DECREASED8,1208,453-333-4%$932.5K$866.4K-$66.1K2026-10-29
CoreCap Advisors, LLC
INCREASED8,0915,910+2,181+37%$652.0K$863.4K+$211.4K2026-10-08
New England Professional Planning Group Inc.
INCREASED8,0638,058+5+0%$888.9K$860.4K-$28.5K2026-10-29
Kanawha Capital Management LLC
DECREASED8,0448,256-212-3%$910.8K$858.4K-$52.4K2026-10-19
Summit Investment Advisory Services, LLC
DECREASED8,0258,079-54-1%$891.3K$856.4K-$35.0K2026-11-03
Essex Bank
DECREASED8,0258,044-190%$887.4K$856.3K-$31.1K2026-10-16
Signal Advisors Wealth, LLC
NEW8,012—+8,012——$854.9K—2026-10-13
Sterling Investment Counsel, LLC
INCREASED8,0056,905+1,100+16%$761.8K$854.2K+$92.5K2026-10-19
Fermata Advisors, LLC
INCREASED7,9947,991+3+0%$881.5K$853.1K-$28.4K2026-10-13
BLB&B Advisors, LLC
DECREASED7,9738,241-268-3%$909.1K$850.8K-$58.3K2026-10-27
Obermeyer Wealth Partners
UNCHANGED7,9637,96300%$878.5K$849.7K-$28.7K2026-10-21
Smith Salley Wealth Management
DECREASED7,9508,136-186-2%$897.6K$848.3K-$49.2K2026-11-03
Next Level Private LLC
INCREASED7,9467,923+23+0%$874.1K$847.9K-$26.2K2026-10-20
MidAtlantic Capital Management, Inc.
INCREASED7,9467,945+1+0%$876.5K$847.9K-$28.6K2026-11-05
Princeton Global Asset Management LLC
UNCHANGED7,9127,91200%$872.9K$844.3K-$28.6K2026-10-21
Moody Lynn Lieberson & Walker, LLC
UNCHANGED7,9117,91100%$872.7K$844.2K-$28.6K2026-10-14
Polaris Investment Advisors, LLC
DECREASED7,8957,932-370%$875.0K$842.4K-$32.6K2026-10-20
Flagstone Financial Management
UNCHANGED7,8237,82300%$863.0K$834.8K-$28.2K2026-11-05
Old Second National Bank of Aurora
UNCHANGED7,7807,78000%$858.3K$830.2K-$28.1K2026-10-22
Shepherd Financial Partners LLC
DECREASED7,7637,850-87-1%$866.0K$828.4K-$37.6K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED7,7207,433+287+4%$820.0K$823.8K+$3.7K2026-10-23
Mission Wealth Management, LP
DECREASED7,62310,682-3,059-29%$1.2M$813.4K-$365.0K2026-10-15
Waldron Private Wealth LLC
DECREASED7,5859,213-1,628-18%$1.0M$809.4K-$207.0K2026-11-02
Walled Lake Planning & Wealth Management, LLC
INCREASED7,5747,212+362+5%$795.7K$808.2K+$12.5K2026-10-29
CWA Asset Management Group, LLC
DECREASED7,5319,249-1,718-19%$1.0M$803.6K-$216.7K2026-10-19
Caldwell Trust Co
UNCHANGED7,5317,53100%$830.8K$803.6K-$27.2K2026-10-30
Invenio Wealth Partners LLC
UNCHANGED7,5297,52900%$830.6K$803.4K-$27.2K2026-10-20
Bensler, LLC
DECREASED7,5267,787-261-3%$859.0K$803.1K-$55.9K2026-11-05
Jnba Financial Advisors
UNCHANGED7,5077,50700%$828.2K$801.1K-$27.1K2026-11-03
BlueSky Wealth Advisors, LLC
UNCHANGED7,4817,48100%$825.3K$798.3K-$27.0K2026-10-29
Diversified Management Inc
INCREASED7,4657,463+2+0%$823.3K$796.6K-$26.7K2026-10-08
Brady Family Wealth, LLC
UNCHANGED7,3907,39000%$815.3K$788.6K-$26.7K2026-11-02
First Bancorp, Inc
UNCHANGED7,3867,38600%$814.8K$788.2K-$26.7K2026-10-26
Richardson Financial Services Inc.
INCREASED7,3486,510+838+13%$718.2K$784.1K+$65.9K2026-10-30
ICW Investment Advisors LLC
INCREASED7,2837,275+8+0%$802.6K$777.3K-$25.4K2026-10-27
Greenhouse Wealth Management, LLC
INCREASED7,2507,228+22+0%$797.4K$773.7K-$23.8K2026-10-20
Thompson Siegel & Walmsley LLC
UNCHANGED7,1677,16700%$791.0K$765.0K-$26.0K2026-11-05
Roan Capital Partners
UNCHANGED7,1307,13000%$786.6K$760.8K-$25.7K2026-10-09
Univest Financial Corp
DECREASED7,0609,081-2,021-22%$1.0M$753.4K-$248.4K2026-11-05
Investors Research Corp
DECREASED7,03412,640-5,606-44%$1.4M$750.6K-$643.8K2026-10-07
Ballew Advisors, Inc
INCREASED6,9736,921+52+1%$763.6K$755.0K-$8.6K2026-10-05
Anson Capital, Inc.
UNCHANGED6,9336,93300%$764.8K$739.8K-$25.0K2026-10-23
Destiny Wealth Partners, LLC
NEW6,906—+6,906——$761.9K—2026-11-05
Moss Adams Wealth Advisors LLC
INCREASED6,8716,675+196+3%$736.4K$733.2K-$3.2K2026-10-28
Montis Financial, LLC
DECREASED6,8197,309-490-7%$806.3K$727.6K-$78.7K2026-11-04
Ashton Thomas Securities, LLC
NEW6,794—+6,794——$725.9K—2026-10-26
Diversified Portfolios, Inc.
INCREASED6,7434,810+1,933+40%$530.6K$719.5K+$188.9K2026-11-04
First Premier Bank
DECREASED6,7196,783-64-1%$748$717-$312026-10-13
Cranbrook Wealth Management, LLC
DECREASED6,6537,020-367-5%$774.4K$709.9K-$64.5K2026-10-28
Piedmont Capital Management, LLC
UNCHANGED6,6486,64800%$733.4K$709.4K-$24.0K2026-10-21
SilverOak Wealth Management LLC
UNCHANGED6,6106,61000%$729.2K$705.4K-$23.9K2026-10-29
Cove Private Wealth, LLC
INCREASED6,5062,992+3,514+117%$330.1K$694.3K+$364.2K2026-10-28
McNaughton Wealth Management, LLC
UNCHANGED6,5006,50000%$717.1K$693.6K-$23.5K2026-10-09
Relyea Zuckerberg Hanson LLC
INCREASED6,4706,459+11+0%$712.6K$690.4K-$22.2K2026-10-20
Associated Banc-Corp
INCREASED6,4666,398+68+1%$705.8K$690.0K-$15.8K2026-10-30
Curated Wealth Partners LLC
UNCHANGED6,4596,45900%$712.6K$689.2K-$23.3K2026-10-15
Segment Wealth Management, LLC
UNCHANGED6,4496,44900%$711.5K$688.2K-$23.3K2026-10-26
Florida Trust Wealth Management Co
DECREASED6,4066,451-45-1%$711.7K$683.6K-$28.1K2026-11-05
Wealth Dimensions Group, Ltd.
INCREASED6,3984,902+1,496+31%$540.8K$682.7K+$141.9K2026-11-02
Postrock Partners LLC
UNCHANGED6,3766,37600%$703.4K$680.4K-$23.0K2026-11-02
Cordatus Wealth Management LLC
DECREASED6,3676,495-128-2%$716.5K$679.4K-$37.1K2026-10-19
Allegheny Financial Group
INCREASED6,3385,908+430+7%$651.8K$676.4K+$24.6K2026-11-05
Cassia Capital Partners, LLC
DECREASED6,3126,915-603-9%$762.9K$673.6K-$89.3K2026-11-04
Ballast Financial Advisors LLC
INCREASED6,3065,732+574+10%$632.3K$672.9K+$40.6K2026-10-26
Brookstone Capital Management
INCREASED6,3066,115+191+3%$674.6K$672.9K-$1.8K2026-10-22
First Nebraska Trust Co
UNCHANGED6,2856,28500%$693.4K$670.7K-$22.7K2026-10-30
Bangor Savings Bank
UNCHANGED6,2706,27000%$691.7K$669.1K-$22.6K2026-10-06
Patriot Financial Group Insurance Agency, LLC
INCREASED6,2624,693+1,569+33%$516.8K$668.2K+$151.4K2026-10-14
Vaquero Private Wealth, LTD
UNCHANGED6,1926,19200%$683.1K$660.7K-$22.4K2026-10-27
Valley Forge Investment Consultants Inc ADV
UNCHANGED6,1916,19100%$682.9K$660.6K-$22.3K2026-11-03
Wise Wealth Partners
UNCHANGED6,1706,17000%$680.6K$658.4K-$22.3K2026-10-14
Reston Wealth Management LLC
INCREASED6,1686,150+18+0%$678.5K$658.1K-$20.3K2026-10-29
Jamison Private Wealth Management, Inc.
INCREASED6,1605,206+954+18%$574.3K$657.3K+$83.0K2026-10-14
Trust Co of the South
UNCHANGED6,1456,14500%$677.9K$655.7K-$22.2K2026-10-21
Forum Financial Management, LP
UNCHANGED6,0966,09600%$672.5K$650.5K-$22.0K2026-10-16
Rockland Trust Co
UNCHANGED6,0856,08500%$671.3K$649.3K-$22.0K2026-10-05
Uptick Partners, LLC
DECREASED6,0367,087-1,051-15%$781.8K$644.1K-$137.7K2026-11-04
Cyndeo Wealth Partners, LLC
DECREASED6,0126,144-132-2%$677.8K$641.5K-$36.3K2026-10-16
Edgemoor Investment Advisors, Inc.
UNCHANGED5,9605,96000%$657.5K$636.0K-$21.5K2026-11-03
Bernardo Wealth Planning LLC
INCREASED5,9583,519+2,439+69%$388.2K$635.7K+$247.5K2026-10-23
Richardson Capital Management LLC
UNCHANGED5,9265,92600%$653.8K$632.4K-$21.4K2026-10-23
First Financial Corp
UNCHANGED5,8915,89100%$649.9K$628.6K-$21.3K2026-10-13
Endeavor Private Wealth, Inc.
DECREASED5,8726,668-796-12%$735.6K$626.6K-$109.0K2026-11-05
1900 Wealth Management LLC
DECREASED5,78823,048-17,260-75%$2.5M$617.7K-$1.9M2026-10-13
Hunter Associates Investment Management LLC
DECREASED5,7495,813-64-1%$641.0K$613-$640.4K2026-10-26
Facet Wealth, Inc.
DECREASED5,7416,041-300-5%$666.4K$612.6K-$53.8K2026-11-04
Union Savings Bank
UNCHANGED5,6475,64700%$623.0K$602.6K-$20.4K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED5,6205,644-240%$622.6K$599.7K-$23.0K2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED5,5095,50900%$607.8K$587.9K-$19.9K2026-10-30
TFC Financial Management, Inc.
UNCHANGED5,4955,49500%$606.2K$586.4K-$19.8K2026-10-26
Columbia Bank
DECREASED5,4885,838-350-6%$644.0K$585.6K-$58.4K2026-10-29
Bear Mountain Capital, Inc.
DECREASED5,4715,978-507-8%$656.4K$593.6K-$62.8K2026-11-04
Fourpath Capital Management, LLC
UNCHANGED5,4655,46500%$602.9K$583.2K-$19.7K2026-10-19
Intrua Financial, LLC
INCREASED5,4275,425+2+0%$598.5K$579.1K-$19.4K2026-10-28
United Advisor Group, LLC
INCREASED5,4064,404+1,002+23%$485.8K$576.9K+$91.0K2026-11-03
Park National Corp
INCREASED5,3994,844+555+11%$534.4K$576.1K+$41.7K2026-10-05
Stevens Capital Partners
INCREASED5,3745,363+11+0%$591.6K$573.5K-$18.1K2026-10-29
Everhart Financial Group, Inc.
DECREASED5,3665,367-10%$592.1K$572.6K-$19.5K2026-10-08
Arbor Wealth Advisors LLC
UNCHANGED5,3375,33700%$588.8K$569.5K-$19.3K2026-10-09
Macroview Investment Management LLC
DECREASED5,3185,498-180-3%$606.5K$567.5K-$39.0K2026-10-26
15 Wealth Advisors LLC
NEW5,308—+5,308——$566.4K—2026-10-14
Fiduciary Advisors, Inc.
INCREASED5,3045,288+16+0%$583.4K$566.0K-$17.4K2026-10-16
United Community Bank
DECREASED5,2965,303-70%$585.0K$565.1K-$19.9K2026-10-28
Lawood & Co
DECREASED5,2755,459-184-3%$602.2K$562.9K-$39.3K2026-10-09
Harbour Capital Advisors, LLC
UNCHANGED5,2605,26000%$578.7K$561.3K-$17.4K2026-10-13
Torrey Growth & Income Advisors
DECREASED5,2475,258-110%$580.4K$563.2K-$17.3K2026-11-04
TMB Capital Partners, LLC
UNCHANGED5,2175,21700%$575.5K$556.7K-$18.8K2026-10-20
Granite Islands Private Wealth, LLC
UNCHANGED5,2145,21400%$575.2K$556.4K-$18.8K2026-10-16
Salomon & Ludwin, LLC
DECREASED5,2065,210-40%$574.0K$555.5K-$18.5K2026-10-29
Pinnacle Bancorp, Inc.
DECREASED5,2005,879-679-12%$648.6K$554.9K-$93.7K2026-10-21
TCI Wealth Advisors, Inc.
UNCHANGED5,1535,15300%$568.5K$549.9K-$18.6K2026-10-30
Charles Schwab Trust Co
INCREASED5,1494,355+794+18%$480.4K$549.5K+$69.0K2026-10-15
Sfam, LLC
DECREASED5,1385,343-205-4%$589.4K$548.3K-$41.2K2026-11-03
Equitable Trust Co
DECREASED5,1325,532-400-7%$610.3K$547.6K-$62.7K2026-10-13
Golden State Wealth Management, LLC
INCREASED5,1064,826+280+6%$532.5K$544.9K+$12.4K2026-11-02
DBK Financial Counsel, LLC
UNCHANGED5,1055,10500%$563.2K$544.8K-$18.4K2026-10-13
Lmcg Investments, LLC
UNCHANGED5,0825,08200%$560.6K$542.3K-$18.3K2026-10-21
Arthur M. Cohen & Associates, LLC
INCREASED5,0675,059+8+0%$558.2K$540.8K-$17.4K2026-10-26
Plancorp, LLC
UNCHANGED5,0645,06400%$556.0K$557.2K+$1.3K2026-11-03
Christensen, King & Associates Investment Services, Inc.
INCREASED5,0544,573+481+11%$504.4K$539.3K+$34.8K2026-10-22
King Luther Capital Management Corp
NEW5,052—+5,052——$539.1K—2026-11-05
Altus Wealth Group LLC
INCREASED5,0455,041+4+0%$556.1K$538.4K-$17.7K2026-10-20
Weil Company, Inc.
UNCHANGED5,0365,03600%$555.6K$537.4K-$18.2K2026-10-14
Canandaigua National Trust Co of Florida
NEW5,026—+5,026——$536.3K—2026-10-07
Register Financial Advisors LLC
DECREASED5,0165,420-404-7%$597.9K$535.3K-$62.6K2026-10-23
Kirr Marbach & Co LLC
NEW5,000—+5,000——$533.6K—2026-10-20
Joel Isaacson & Co., LLC
UNCHANGED4,9724,97200%$548.5K$530.6K-$17.9K2026-11-05
William Mack & Associates, Inc.
INCREASED4,9704,957+13+0%$546.8K$530.3K-$16.5K2026-10-27
Lake Street Private Wealth, LLC
DECREASED4,9645,748-784-14%$634.2K$529.7K-$104.5K2026-10-22
PKS Advisory Services, LLC
UNCHANGED4,9584,95800%$547.1K$547.1K$02026-10-26
Flagship Private Wealth, LLC
INCREASED4,9574,575+382+8%$504.7K$528.9K+$24.2K2026-11-05
Balefire, LLC
DECREASED4,9125,752-840-15%$634.6K$524.2K-$110.4K2026-10-09
Nolet Wealth Management, LLC
UNCHANGED4,9104,91000%$541.7K$523.9K-$17.7K2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
DECREASED4,9065,661-755-13%$624.5K$523.5K-$101.0K2026-10-08
Breachway Investments LLC
UNCHANGED4,8954,89500%$540.0K$522.3K-$17.7K2026-10-19
InvesTrust
UNCHANGED4,8934,89300%$539.8K$522.1K-$17.7K2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED4,8852,282+2,603+114%$251.8K$521.3K+$269.5K2026-10-05
Ashurst Perkins Coie Trust Co
DECREASED4,8804,930-50-1%$543.9K$520.7K-$23.1K2026-10-15
Cordgrass Capital Advisors, LLC
INCREASED4,8454,170+675+16%$460.0K$517.0K+$57.0K2026-10-30
Windsor Capital Management, LLC
UNCHANGED4,8034,80300%$530.0K$512.6K-$17.4K2026-10-13
L.K. Benson & Company, P.C.
UNCHANGED4,7854,78500%$527.9K$510.6K-$17.3K2026-10-23
Sterling Capital Management LLC
DECREASED4,77812,397-7,619-61%$1.4M$509.9K-$857.8K2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED4,7684,767+1+0%$523.5K$516.5K-$6.9K2026-10-21
My Personal CFO, LLC
DECREASED4,7605,409-649-12%$596.8K$507.9K-$88.8K2026-10-14
Signature Estate & Investment Advisors LLC
UNCHANGED4,7344,73400%$522.3K$505.2K-$17.1K2026-10-13
AdvisorNet Financial, Inc
INCREASED4,7274,640+87+2%$511.9K$511.5K-$3142026-10-15
Landmark Wealth Management, LLC
INCREASED4,7174,583+134+3%$505.6K$503.3K-$2.2K2026-11-03
Legacy Wealth Management, LLC / MS
INCREASED4,7143,284+1,430+44%$362.3K$503.0K+$140.8K2026-10-30
Flagship Harbor Advisors, LLC
DECREASED4,7084,754-46-1%$524.4K$502.4K-$22.0K2026-10-26
Veracity Capital LLC
INCREASED4,6664,665+1+0%$514.6K$497.9K-$16.7K2026-10-08
Beacon Capital Management, LLC
INCREASED4,6493,564+1,085+30%$393.2K$496.1K+$102.9K2026-10-23
Rose Capital Advisors LLC
DECREASED4,6425,784-1,142-20%$638.0K$495.4K-$142.6K2026-11-04
New Hampshire Trust
UNCHANGED4,6114,61100%$508.7K$492.0K-$16.6K2026-10-20
Rockwood Wealth Management, LLC
DECREASED4,6004,954-354-7%$546.5K$490.9K-$55.6K2026-10-27
Praetorian Wealth Management, Inc.
UNCHANGED4,5004,50000%$496.4K$480.2K-$16.2K2026-10-16
Brooklyn FI, LLC
NEW4,490—+4,490——$500.9K—2026-11-05
Guardian Asset Advisors, LLC
INCREASED4,4854,472+13+0%$493.5K$478.8K-$14.7K2026-10-16
Hohimer Wealth Management, LLC
UNCHANGED4,4504,45000%$490.9K$474.9K-$16.1K2026-11-04
Tepp RIA, LLC
INCREASED4,4474,434+13+0%$489.2K$474.5K-$14.6K2026-10-14
Victory Financial Group, LLC
DECREASED4,4104,466-56-1%$492.7K$470.6K-$22.1K2026-10-27
HMS Capital Management, LLC
UNCHANGED4,3934,39300%$484.6K$468.8K-$15.9K2026-10-20
LMG Wealth Partners, LLC
UNCHANGED4,3714,37100%$482.2K$466.4K-$15.8K2026-11-05
Invera Wealth Advisors, LLC
UNCHANGED4,3644,36400%$481.4K$465.7K-$15.8K2026-10-28
Old Peak Finance LLC
UNCHANGED4,3524,35200%$480.1K$464.4K-$15.7K2026-11-02
Blodgett Wealth Advisors, LLC
UNCHANGED4,3504,35000%$479.9K$464.2K-$15.7K2026-10-23
Tred Avon Family Wealth, LLC
UNCHANGED4,3354,33500%$478.2K$462.6K-$15.6K2026-10-20
Trust Co
INCREASED4,3294,237+92+2%$467.4K$461.9K-$5.5K2026-10-09
Parcion Private Wealth LLC
UNCHANGED4,2534,25300%$469.2K$453.8K-$15.4K2026-10-28
Quartz Partners, LLC
NEW4,241—+4,241——$452.6K—2026-11-03
Titleist Asset Management, LLC
NEW4,239—+4,239——$452.4K—2026-10-08
Wealthcare Advisory Partners LLC
DECREASED4,2364,262-26-1%$470.1K$452.1K-$18.1K2026-10-21
MTM Investment Management, LLC
UNCHANGED4,2304,23000%$466.6K$451.4K-$15.2K2026-10-30
BlueChip Wealth Advisors LLC
UNCHANGED4,2184,21800%$465.3K$450.1K-$15.2K2026-11-03
Impact Capital Partners LLC
DECREASED4,2126,356-2,144-34%$701.2K$449.5K-$251.7K2026-10-22
AAF Wealth Management, LLC
DECREASED4,1904,276-86-2%$471.7K$447.1K-$24.6K2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED4,1864,18600%$462.0K$447-$461.6K2026-10-14
ARS Wealth Advisors Group, LLC
DECREASED4,1854,383-198-5%$483.6K$446.6K-$37.0K2026-10-16
Sentinel Trust Co LBA
UNCHANGED4,1654,16500%$459$444.0K+$443.5K2026-11-03
Magnus Financial Group LLC
INCREASED4,1474,144+3+0%$457.2K$442.5K-$14.7K2026-10-21
Ironwood Wealth Management, Llc.
INCREASED4,1141,046+3,068+293%$115.4K$439.0K+$323.6K2026-10-28
CRA Financial Services, LLC
UNCHANGED4,0994,09900%$452.2K$437.4K-$14.7K2026-10-16
Vann Equity Management LLC
INCREASED4,0854,037+48+1%$445.3K$435.9K-$9.5K2026-10-08
Arrow Financial Corp
UNCHANGED4,0764,07600%$449.7K$435.0K-$14.7K2026-10-26
Redw Wealth LLC
UNCHANGED4,0514,05100%$446.9K$432.3K-$14.6K2026-11-02
Fiduciary Financial Group, LLC
UNCHANGED4,0484,04800%$446.6K$432.0K-$14.6K2026-10-13
Northeast Investment Management
DECREASED4,0404,209-169-4%$464.3K$431.1K-$33.2K2026-10-30
Phoenix Wealth Advisors
UNCHANGED4,0284,02800%$444.4K$429.8K-$14.5K2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED4,0004,00000%$441.3K$426.8K-$14.4K2026-10-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED3,9793,97900%$439.0K$424.6K-$14.4K2026-10-23
Tanager Wealth Management LLP
UNCHANGED3,9403,94000%$434.7K$420.4K-$14.2K2026-10-19
Aprio Wealth Management, LLC
UNCHANGED3,9293,92900%$433.5K$419.3K-$14.2K2026-10-28
AmeriServ Wealth Advisors
DECREASED3,9255,892-1,967-33%$650.0K$418.8K-$231.2K2026-10-21
Guidance Point Advisors, LLC
INCREASED3,8963,894+2+0%$429.7K$415.8K-$13.9K2026-10-15
McClarren Financial Advisors, Inc.
UNCHANGED3,8903,89000%$429.1K$415.1K-$14.0K2026-10-15
Accurate Wealth Management, LLC
INCREASED3,8843,626+258+7%$398.9K$425.6K+$26.7K2026-10-20
Valley National Advisers Inc
UNCHANGED3,8763,87600%$427.6K$413.6K-$14.0K2026-10-23
GC Wealth Management RIA, LLC
DECREASED3,8748,774-4,900-56%$967.9K$413.5K-$554.4K2026-11-02
Collective Family Office LLC
INCREASED3,8663,836+30+1%$423.2K$412.5K-$10.6K2026-10-05
SMI Advisory Services, LLC
DECREASED3,8623,899-37-1%$431.3K$424.1K-$7.1K2026-10-13
Colorado Capital Management, Inc.
UNCHANGED3,8583,85800%$426$412-$142026-10-15
Bell Bank
DECREASED3,8383,905-67-2%$430.8K$409.6K-$21.2K2026-10-21
TrustBank
DECREASED3,8254,475-650-15%$493.7K$408.2K-$85.5K2026-10-20
Evermay Wealth Management LLC
UNCHANGED3,7843,78400%$417.5K$403.8K-$13.7K2026-11-05
Lynx Investment Advisory
INCREASED3,7673,367+400+12%$371.4K$402.0K+$30.6K2026-10-27
WealthCare Investment Partners, LLC
INCREASED3,7282,948+780+26%$325.2K$397.8K+$72.6K2026-11-05
Steinberganna Wealth Management
DECREASED3,7113,814-103-3%$420.7K$396.0K-$24.8K2026-10-23
Aspen Investment Management Inc
INCREASED3,7033,675+28+1%$405$395.0K+$394.6K2026-11-05
Goldenstone Wealth Management LLC
UNCHANGED3,7003,70000%$408.2K$394.8K-$13.4K2026-11-04
ARS Investment Partners, LLC
INCREASED3,6682,639+1,029+39%$291.1K$391.4K+$100.3K2026-11-05
Arlington Trust Co LLC
INCREASED3,6531,653+2,000+121%$182.4K$389.8K+$207.5K2026-10-20
Capital Investment Counsel, Inc
DECREASED3,6203,688-68-2%$406.9K$386.3K-$20.6K2026-10-20
American Financial & TAX Strategies Inc
UNCHANGED3,6023,60200%$397.4K$384.4K-$13.0K2026-10-16
Poehling Capital Management, Inc.
UNCHANGED3,5883,58800%$395.8K$382.9K-$13.0K2026-10-20
CPA Asset Management Group, LLC
DECREASED3,5843,598-140%$396.9K$382.4K-$14.5K2026-10-26
Waterfront Wealth Inc.
DECREASED3,5733,716-143-4%$408.9K$391.4K-$17.4K2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED3,5673,747-180-5%$413.4K$380.6K-$32.7K2026-10-20
Affinity Capital Advisors, LLC
DECREASED3,5563,738-182-5%$413.5K$390.5K-$22.9K2026-10-13
Crestwood Advisors Group, LLC
DECREASED3,5383,851-313-8%$424.8K$377.5K-$47.3K2026-10-27
Burney Co/
INCREASED3,5123,426+86+3%$378.0K$374.8K-$3.2K2026-10-15
Ledyard National Bank
DECREASED3,5063,828-322-8%$422.3K$374.1K-$48.2K2026-10-21
First Interstate Bank
DECREASED3,4963,674-178-5%$405.3K$373.1K-$32.3K2026-10-23
Towerpoint Wealth, LLC
INCREASED3,4923,194+298+9%$352.4K$372.6K+$20.3K2026-10-13
Topel & Distasi Wealth Management, LLC
UNCHANGED3,4663,46600%$382.4K$369.9K-$12.5K2026-11-05
PUREfi Wealth, LLC
DECREASED3,4623,738-276-7%$412.4K$369.4K-$42.9K2026-10-19
Avantax Planning Partners, Inc.
INCREASED3,4332,779+654+24%$306.6K$366.3K+$59.8K2026-11-03
JGP Wealth Management, LLC
UNCHANGED3,4153,41500%$376.7K$364.4K-$12.3K2026-10-13
Antonelli Financial Advisors, LLC
UNCHANGED3,4003,40000%$375.0K$363.0K-$12.0K2026-10-13
Summit Wealth Group LLC / Co
INCREASED3,3663,319+47+1%$366.2K$359.2K-$7.0K2026-10-29
Revolve Wealth Partners, LLC
UNCHANGED3,3603,36000%$370.7K$358.5K-$12.1K2026-10-23
Partners Wealth Management, LLC
NEW3,354—+3,354——$357.9K—2026-10-28
Tctc Holdings, LLC
INCREASED3,3521,945+1,407+72%$214.6K$357.7K+$143.1K2026-11-02
Biltmore Family Office, LLC
UNCHANGED3,3473,34700%$369.2K$357.2K-$12.1K2026-11-03
Kure Advisory, LLC
UNCHANGED3,3353,33500%$367.9K$355.9K-$12.0K2026-10-08
Guyasuta Investment Advisors Inc
UNCHANGED3,3003,30000%$364.1K$352.1K-$11.9K2026-10-15
First County Bank
INCREASED3,2813,111+170+5%$343.2K$350.1K+$6.9K2026-10-13
Opus Capital Group, LLC
INCREASED3,2802,605+675+26%$287.0K$350-$286.7K2026-10-30
Meridian Investment Counsel Inc.
UNCHANGED3,2753,27500%$361.3K$349.5K-$11.8K2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED3,2613,371-110-3%$371.9K$348.0K-$23.9K2026-10-13
GHP Investment Advisors, Inc.
UNCHANGED3,2593,25900%$359.5K$347.8K-$11.8K2026-10-15
Townsend Asset Management Corp
UNCHANGED3,2463,24600%$358.1K$346.4K-$11.7K2026-10-29
Teamwork Financial Advisors, LLC
NEW3,238—+3,238——$345.5K—2026-10-19
Vaughan David Investments LLC
INCREASED3,2313,230+1+0%$356.0K$345.0K-$11.0K2026-11-05
Enclave Advisors LLC
DECREASED3,2093,280-71-2%$361.8K$342.5K-$19.4K2026-10-14
Wedgewood Investors Inc
DECREASED3,2003,250-50-2%$358.5K$341.5K-$17.1K2026-10-28
Journey Beyond Wealth, LLC
INCREASED3,1953,178+17+1%$350.6K$340.9K-$9.7K2026-11-04
Axxcess Wealth Management, LLC
DECREASED3,180128,033-124,853-98%$14.1M$339.4K-$13.8M2026-10-21
Community Bank of Raymore
UNCHANGED3,1753,17500%$350.3K$338.8K-$11.5K2026-10-23
Romano Brothers and Company
INCREASED3,1722,375+797+34%$262.0K$338.5K+$76.5K2026-10-22
Monument Capital Management
DECREASED3,1553,335-180-5%$367.9K$336.7K-$31.2K2026-10-09
Formidable Asset Management, LLC
UNCHANGED3,1503,15000%$306.3K$347.5K+$41.2K2026-11-03
Main Line Retirement Advisors, LLC
INCREASED3,1433,134+9+0%$345.7K$335.4K-$10.3K2026-10-14
Schear Investment Advisers, LLC
NEW3,122—+3,122——$333.1K—2026-10-14
Tempo Wealth, LLC
INCREASED3,1222,257+865+38%$249.0K$333.1K+$84.1K2026-10-14
Emerald Advisors, LLC
UNCHANGED3,1173,11700%$343.9K$332.7K-$11.3K2026-10-13
Trace Wealth Advisors, LLC
NEW3,099—+3,099——$330.7K—2026-10-30
Winthrop Capital Management, LLC
UNCHANGED3,0983,09800%$342.0K$330.6K-$11.4K2026-11-05
MGO One Seven LLC
DECREASED3,0923,832-740-19%$422.7K$329.9K-$92.8K2026-10-28
Castleview Partners, LLC
UNCHANGED3,0903,09000%$340.9K$329.7K-$11.2K2026-10-09
Grandfield & Dodd, LLC
UNCHANGED3,0863,08600%$340.4K$329.3K-$11.1K2026-10-29
Detalus Advisors, LLC
DECREASED3,0853,492-407-12%$385.2K$329.2K-$56.0K2026-10-15
Annex Advisory Services, LLC
NEW3,072—+3,072——$327.8K—2026-10-16
Adirondack Trust Co
DECREASED3,0613,075-140%$339.2K$326.6K-$12.6K2026-10-14
Weaver Consulting Group
UNCHANGED3,0583,05800%$337.4K$326.3K-$11.0K2026-10-07
YHB Investment Advisors, Inc.
DECREASED3,0523,082-30-1%$340.0K$325.7K-$14.3K2026-10-08
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED3,0423,04200%$335.6K$324.6K-$11.0K2026-10-28
Accredited Investor Services, LLC
UNCHANGED3,0323,03200%$334.5K$323.5K-$10.9K2026-10-22
1834 Investment Advisors Co
UNCHANGED3,0283,02800%$334.0K$323.1K-$10.9K2026-10-16
Ulland Investment Advisors, LLC
UNCHANGED3,0253,02500%$334$323-$112026-10-13
Allstreet Capital Advisors LLC
INCREASED3,0233,005+18+1%$331.6K$322.6K-$8.9K2026-11-04
OFS Enterprise LLC
UNCHANGED3,0213,02100%$333.3K$322.4K-$10.9K2026-10-16
TPG Advisors LLC
UNCHANGED3,0203,02000%$333.2K$322.3K-$10.9K2026-10-16
Trust Co of Vermont
UNCHANGED3,0193,01900%$333.1K$322.2K-$10.9K2026-10-21
Integrity Wealth Partners, LLC
NEW3,000—+3,000——$320.1K—2026-10-14
Herold Advisors, Inc.
DECREASED3,0003,800-800-21%$419.0K$320.1K-$98.9K2026-10-19
Eclectic Associates Inc
DECREASED3,0003,001-10%$331.1K$320.1K-$10.9K2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED3,0003,00000%$331.0K$320.1K-$10.8K2026-10-23
Accelerate Investment Advisors LLC
INCREASED2,9772,896+81+3%$319.5K$317.7K-$1.8K2026-11-02
Grey Ledge Advisors, LLC
UNCHANGED2,9752,97500%$328.2K$317.5K-$10.7K2026-11-02
Galvin, Gaustad & Stein, LLC
UNCHANGED2,9642,96400%$327.0K$316.3K-$10.7K2026-10-08
Pinkerton Wealth, LLC
DECREASED2,9603,007-47-2%$292.4K$315.9K+$23.5K2026-10-29
Tableaux LLC
UNCHANGED2,9602,96000%$326.5K$315.9K-$10.7K2026-10-23
Moran Wealth Management, LLC
UNCHANGED2,9522,95200%$325.7K$315.0K-$10.7K2026-10-22
Royal Harbor Partners, LLC
UNCHANGED2,9482,94800%$325.2K$314.6K-$10.6K2026-10-29
First Bank & Trust
UNCHANGED2,9432,94300%$324.7K$314.0K-$10.6K2026-10-19
Arbor Investment Advisors, LLC
DECREASED2,9363,099-163-5%$341.9K$313.3K-$28.6K2026-10-26
Tritonpoint Wealth, LLC
UNCHANGED2,9342,93400%$323.7K$313.1K-$10.6K2026-10-19
Plan A Wealth LLC
UNCHANGED2,9152,91500%$321.6K$311.1K-$10.5K2026-10-08
Acima Private Wealth, LLC
UNCHANGED2,9152,91500%$321.6K$311.1K-$10.5K2026-10-05
Bayban
UNCHANGED2,9002,90000%$319.9K$319.9K$02026-11-05
ASL Financial, LLC
UNCHANGED2,8802,88000%$317.7K$307.3K-$10.4K2026-10-15
Madson Wealth Advisors Inc
DECREASED2,8743,147-273-9%$347.2K$306.7K-$40.5K2026-10-13
Howland Capital Management LLC
DECREASED2,8663,116-250-8%$343.8K$305.8K-$37.9K2026-10-22
Cynosure Group, LLC
INCREASED2,8592,851+8+0%$314.5K$305.2K-$9.4K2026-11-03
Financial Planning Navigators Corp
UNCHANGED2,8562,85600%$315.1K$304.8K-$10.3K2026-10-14
BridgePort Financial Solutions, LLC
INCREASED2,8502,811+39+1%$310.1K$304.1K-$6.0K2026-11-02
Wedbush Securities Inc
DECREASED2,8473,377-530-16%$373.0K$304-$372.7K2026-10-22
Wealth Group Ltd
UNCHANGED2,8162,81600%$310.7K$304.9K-$5.7K2026-10-07
TigerOak Management, L.L.C.
UNCHANGED2,8072,80700%$309.7K$299.5K-$10.1K2026-10-23
Centerpoint Advisory Group
INCREASED2,8042,753+51+2%$303.7K$299.2K-$4.5K2026-10-23
Archford Capital Strategies, LLC
INCREASED2,8022,766+36+1%$305.1K$299.0K-$6.1K2026-10-19
Old Mission Investment Co LLC
DECREASED2,8003,350-550-16%$369.6K$298.8K-$70.8K2026-10-22
Nautilus Advisors LLC
INCREASED2,7962,794+2+0%$307.4K$298.3K-$9.1K2026-10-07
ZWJ Investment Counsel Inc
INCREASED2,7742,459+315+13%$271.3K$296.0K+$24.7K2026-10-15
Nilsine Partners, LLC
DECREASED2,7705,635-2,865-51%$621.7K$295.6K-$326.1K2026-11-02
Tortuga Wealth Management, Inc
UNCHANGED2,7442,74400%$302.7K$293.0K-$9.7K2026-10-27
Gerber, LLC
INCREASED2,7312,630+101+4%$290.1K$291.4K+$1.3K2026-10-21
Tennessee Valley Asset Management Partners
DECREASED2,6922,907-215-7%$320.7K$287.2K-$33.5K2026-11-03
jvl associates llc
UNCHANGED2,6762,67600%$295.2K$285.6K-$9.7K2026-10-09
James J. Burns & Company, LLC
INCREASED2,6752,673+2+0%$294.9K$285.5K-$9.4K2026-10-22
Laurel OAK Wealth Management, LLC
DECREASED2,6663,109-443-14%$343.0K$284.5K-$58.5K2026-10-19
Noble Wealth Management PBC
UNCHANGED2,6482,64800%$292.1K$282.6K-$9.6K2026-10-01
Israel Discount Bank of New York
DECREASED2,6442,775-131-5%$306.1K$282.1K-$24.0K2026-10-14
Trail Ridge Investment Advisors, LLC
UNCHANGED2,6432,64300%$291.6K$282.0K-$9.5K2026-10-16
SoundView Advisors Inc.
UNCHANGED2,6422,64200%$291.0K$281.0K-$10.0K2026-11-04
Silverleafe Capital Partners, LLC
UNCHANGED2,6402,64000%$291.2K$281.7K-$9.5K2026-10-02
Asio Capital, LLC
DECREASED2,6392,774-135-5%$306.0K$281.6K-$24.4K2026-10-19
Thrive Wealth Management, LLC
UNCHANGED2,6342,63400%$290.6K$281.1K-$9.5K2026-10-13
Confluence Wealth Services, Inc.
UNCHANGED2,5982,59800%$286.6K$277.2K-$9.4K2026-11-05
Colton Groome Financial Advisors, LLC
NEW2,596—+2,596——$277.0K—2026-10-06
Lantz Financial LLC
INCREASED2,5882,354+234+10%$259.7K$276.2K+$16.5K2026-10-15
Base Wealth Management LLC
NEW2,585—+2,585——$275.8K—2026-10-21
Integrated Capital Management, LLC
INCREASED2,5842,576+8+0%$284.2K$275.7K-$8.5K2026-10-23
Welch Group, LLC
INCREASED2,5782,524+54+2%$278.4K$275.1K-$3.3K2026-10-29
FSM Wealth Advisors, LLC
UNCHANGED2,5702,57000%$283.5K$279.8K-$3.7K2026-10-27
Robbins Farley
DECREASED2,5652,608-43-2%$287.7K$273.7K-$14.0K2026-10-21
Capital City Trust Co
DECREASED2,53811,991-9,453-79%$1.3M$270.8K-$1.1M2026-10-22
Fingerlakes Wealth Management, Inc.
INCREASED2,5362,529+7+0%$279.0K$270.6K-$8.3K2026-11-04
LVZ, Inc.
UNCHANGED2,5362,53600%$279.8K$270.6K-$9.2K2026-10-20
Sky Investment Group LLC
UNCHANGED2,5262,52600%$278.7K$269.5K-$9.1K2026-10-30
Blue Zone Wealth Advisors, LLC
INCREASED2,5182,455+63+3%$270.8K$268.7K-$2.1K2026-10-19
Stonebridge Financial Group, LLC
DECREASED2,5172,622-105-4%$289.2K$268.6K-$20.6K2026-10-01
Willow Creek Wealth Management Inc.
DECREASED2,5162,552-36-1%$281.5K$268.5K-$13.1K2026-10-26
Pacifica Partners Inc.
UNCHANGED2,5012,50100%$275.9K$269.1K-$6.8K2026-10-09
Tenet Wealth Partners, LLC
INCREASED2,4802,407+73+3%$264.7K$264.6K-$812026-10-19
Fidelity D & D Bancorp Inc
UNCHANGED2,4762,47600%$273.2K$264.2K-$8.9K2026-11-05
Enzi Wealth
UNCHANGED2,4712,47100%$271.3K$270.8K-$5192026-10-14
Ignite Planners, LLC
DECREASED2,4692,488-19-1%$274.5K$263.5K-$11.0K2026-10-14
Peddock Capital Advisors, LLC
DECREASED2,4582,590-132-5%$285.7K$262.3K-$23.4K2026-10-16
Triad Wealth Partners, LLC
DECREASED2,4218,140-5,719-70%$904.2K$258.4K-$645.8K2026-10-26
McAdam, LLC
INCREASED2,3902,256+134+6%$248.9K$255.0K+$6.2K2026-10-21
Creative Capital Management Investments LLC
UNCHANGED2,3682,36800%$261.2K$252.7K-$8.5K2026-10-28
DiNuzzo Private Wealth, Inc.
INCREASED2,3582,325+33+1%$256.5K$251.6K-$4.9K2026-10-16
Advus Financial Partners, LLC
UNCHANGED2,3562,35600%$259.9K$251.4K-$8.5K2026-10-20
Courage Miller Partners, LLC
UNCHANGED2,3542,35400%$259.7K$251.2K-$8.5K2026-10-21
SLT Holdings LLC
NEW2,341—+2,341——$249.8K—2026-10-15
Capital Investment Advisory Services, LLC
INCREASED2,3362,288+48+2%$252.4K$250.2K-$2.2K2026-10-30
Abundance Wealth Counselors
DECREASED2,3342,698-364-13%$297.6K$249.1K-$48.6K2026-10-26
Chemung Canal Trust Co
NEW2,323—+2,323——$247.9K—2026-11-04
Compass Ion Advisors, LLC
UNCHANGED2,3162,31600%$255.5K$247.2K-$8.4K2026-10-23
Stephenson & Company, Inc.
DECREASED2,3102,338-28-1%$257.9K$246.5K-$11.4K2026-10-30
Wealth Architects, LLC
NEW2,288—+2,288——$244.2K—2026-11-03
Marino, Stram & Associates LLC
INCREASED2,2832,022+261+13%$223.1K$243.6K+$20.5K2026-10-22
Principle Wealth Partners LLC
INCREASED2,2682,267+1+0%$250.1K$242.1K-$8.0K2026-11-02
Petros Family Wealth, LLC
UNCHANGED2,2632,26300%$249.7K$241.5K-$8.2K2026-10-28
Code Waechter LLC
UNCHANGED2,2572,25700%$249.0K$240.8K-$8.1K2026-10-23
Firestone Capital Management
UNCHANGED2,2242,22400%$245.4K$237.3K-$8.0K2026-11-03
Oarsman Capital, Inc.
INCREASED2,2211,997+224+11%$220.3K$237.0K+$16.7K2026-11-05
Integrity Alliance, Llc.
INCREASED2,2092,140+69+3%$236.1K$235.7K-$3632026-10-29
Rockingstone Advisors LLC
UNCHANGED2,2002,20000%$242.7K$234.8K-$7.9K2026-10-16
Palisade Asset Management, LLC
DECREASED2,1645,703-3,539-62%$629.1K$230.9K-$398.3K2026-11-03
Ritholtz Wealth Management
DECREASED2,1522,299-147-6%$253.6K$229.6K-$24.0K2026-11-05
Three Magnolias Financial Advisors, LLC
UNCHANGED2,1492,14900%$237.1K$229.3K-$7.8K2026-10-14
Copeland Capital Management, LLC
DECREASED2,139201,371-199,232-99%$22.2M$228.3K-$22.0M2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED2,1362,13600%$233.3K$234.1K+$7912026-10-21
Traveka Wealth, LLC
UNCHANGED2,1332,13300%$235.3K$227.6K-$7.7K2026-10-19
Fonville Wealth Management LLC
UNCHANGED2,1292,12900%$234.9K$227.2K-$7.7K2026-10-28
Hickory Point Bank & Trust
INCREASED2,1111,996+115+6%$220.2K$225.3K+$5.1K2026-10-01
Elevatus Welath Management
NEW2,108—+2,108——$224.9K—2026-10-19
Sound Income Strategies, LLC
DECREASED2,0982,141-43-2%$236.2K$228.4K-$7.9K2026-10-09
Laurel Wealth Advisors LLC
UNCHANGED2,0942,09400%$231.0K$223.5K-$7.6K2026-10-27
Uhlmann Price Securities, LLC
NEW2,093—+2,093——$223.3K—2026-11-03
Bright Futures Wealth Management, Llc.
UNCHANGED2,0842,08400%$229.9K$222.4K-$7.5K2026-10-23
Retirement Solution LLC
INCREASED2,0572,051+6+0%$226.3K$219.5K-$6.7K2026-10-27
Summit Investment Advisors, Inc.\KS
DECREASED2,0532,623-570-22%$289.4K$219.1K-$70.3K2026-11-05
Mayfair Advisory Group, LLC
INCREASED2,0512,012+39+2%$220.0K$218.9K-$1.2K2026-10-20
Shum Financial Group, Inc.
DECREASED2,0452,090-45-2%$230.6K$218.2K-$12.3K2026-10-13
Armor Investment Advisors, LLC
UNCHANGED2,0402,04000%$225.1K$217.7K-$7.4K2026-10-27
Capital Advisors, Ltd. LLC
DECREASED2,0372,262-225-10%$250$217-$332026-10-27
Financial Advisory Corp
INCREASED2,0332,023+10+0%$223.2K$216.9K-$6.2K2026-10-14
Gradient Investments LLC
NEW2,024—+2,024——$216.0K—2026-10-08
Ascentis Wealth Management, LLC
NEW2,020—+2,020——$215.6K—2026-11-03
Brady Martz Wealth Solutions, LLC
UNCHANGED2,0092,00900%$221.6K$214.4K-$7.3K2026-11-05
Fairman Group, LLC
DECREASED2,0022,229-227-10%$245.9K$213.7K-$32.2K2026-10-26
Tenret Co LLC
NEW2,000—+2,000——$213.4K—2026-11-02
O'Brien Greene & Co. Inc
UNCHANGED2,0002,00000%$220.6K$213.4K-$7.2K2026-11-05
Cullinan Associates Inc
UNCHANGED2,0002,00000%$220.6K$213.4K-$7.2K2026-11-03
Journey Advisory Group, LLC
DECREASED1,9893,228-1,239-38%$356.1K$212.2K-$143.9K2026-11-04
Stewardship Advisors, LLC
UNCHANGED1,9741,97400%$217.8K$210.6K-$7.1K2026-10-20
Westco Advisory Services Inc
DECREASED1,9731,975-20%$217.9K$210.5K-$7.3K2026-10-14
Alpha Omega Wealth Management LLC
DECREASED1,9672,367-400-17%$261.1K$209.9K-$51.2K2026-10-23
Aries Wealth Management
UNCHANGED1,9641,96400%$216.7K$209.6K-$7.1K2026-10-23
Barry Investment Advisors, LLC
DECREASED1,9512,234-283-13%$246.5K$208.2K-$38.3K2026-10-14
Integral Investment Advisors, Inc.
UNCHANGED1,9501,95000%$215.1K$208.1K-$7.0K2026-11-03
Fearless Solutions, LLC dba Best Invest
UNCHANGED1,9461,94600%$214.7K$207.7K-$7.0K2026-10-14
Westwind Capital
UNCHANGED1,9431,94300%$214$207-$72026-10-08
Marion Wealth Management
UNCHANGED1,9391,93900%$213.9K$206.9K-$7.0K2026-10-22
Cypress Point Wealth Management, LLC
UNCHANGED1,9371,93700%$213.7K$206.7K-$7.0K2026-11-03
Trust Co of Oklahoma
UNCHANGED1,9301,93000%$212.9K$206.0K-$7.0K2026-10-15
Alpine Bank Wealth Management
UNCHANGED1,9171,91700%$211.5K$204.6K-$6.9K2026-10-16
NWF Advisory Services Inc.
INCREASED1,8971,896+1+0%$209.2K$202.5K-$6.7K2026-10-19
Horizons Wealth Management
NEW1,888—+1,888——$201.5K—2026-10-05
Traynor Capital Management, Inc.
NEW1,885—+1,885——$201.1K—2026-10-29
Blankinship & Foster, LLC
INCREASED1,8851,883+2+0%$207.7K$201.1K-$6.6K2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED1,8851,88500%$201.0K$180.0K-$21.0K2026-11-04
TritonPoint Partners, LLC
DECREASED1,8783,782-1,904-50%$417.3K$200.4K-$216.9K2026-11-05
JB Capital LLC
DECREASED1,8781,953-75-4%$215.4K$200.4K-$15.0K2026-10-19
Quadcap Wealth Management, LLC
INCREASED1,8771,829+48+3%$201.8K$200.3K-$1.4K2026-11-02
Dahring | Cusmano LLC
INCREASED1,8771,871+6+0%$206.4K$200.3K-$6.1K2026-11-03
3 Factor Indexing, LLC
UNCHANGED1,8401,84000%$203.0K$196.3K-$6.6K2026-10-15
Rossby Financial, LCC
DECREASED1,8152,166-351-16%$239.0K$193.6K-$45.3K2026-11-05
SJS Investment Consulting Inc.
INCREASED1,7951,545+250+16%$170.4K$191.5K+$21.1K2026-10-26
Hamilton Point Investment Advisors, LLC
UNCHANGED1,7591,75900%$194.1K$187.7K-$6.4K2026-11-03
Asset Dedication, LLC
INCREASED1,7291,677+52+3%$185.0K$184.5K-$4912026-11-03
Reap Financial Group, LLC
DECREASED1,6991,709-10-1%$188.5K$181.3K-$7.2K2026-11-02
SBK Financial, Inc.
DECREASED1,5442,314-770-33%$255.3K$164.8K-$90.5K2026-11-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED1,5001,50000%$165.5K$160.1K-$5.4K2026-10-07
Security National Bank
INCREASED1,480960+520+54%$105.9K$157.9K+$52.0K2026-10-26
Key FInancial Inc
UNCHANGED1,4771,47700%$162.9K$157.6K-$5.3K2026-11-02
Wealth Enhancement Trust Services, Inc.
INCREASED1,434834+600+72%$92.0K$153.0K+$61.0K2026-10-07
North Point Portfolio Managers Corp
NEW1,381—+1,381——$147.4K—2026-10-07
Provenance Wealth Advisors, LLC
NEW1,310—+1,310——$139.8K—2026-10-30
High Note Wealth, LLC
UNCHANGED1,3081,30800%$144.3K$139.6K-$4.7K2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW1,276—+1,276——$136.2K—2026-10-14
CFG Wealth Management Services, Inc.
NEW1,273—+1,273——$137.0K—2026-10-21
Northstar Asset Management Co
UNCHANGED1,2311,23100%$134.6K$135.6K+$9972026-10-22
Financial Perspectives, Inc
INCREASED1,2151,214+1+0%$134.0K$129.7K-$4.3K2026-11-03
Olistico Wealth, LLC
DECREASED1,2001,596-396-25%$176.1K$128.1K-$48.0K2026-10-05
Chilton Capital Management LLC
UNCHANGED1,1771,17700%$129.8K$125.6K-$4.2K2026-10-28
Align Financial, LLC
UNCHANGED1,1211,12100%$123.6K$119.6K-$4.0K2026-10-16
Root Financial Partners, LLC
DECREASED1,1163,585-2,469-69%$395.5K$119.1K-$276.4K2026-10-21
CX Institutional
INCREASED1,1031,101+2+0%$121$118-$32026-10-02
Signature Equity Partners, LLC
INCREASED1,1011,046+55+5%$115.4K$117.5K+$2.1K2026-10-29
West Financial Advisors, LLC
UNCHANGED1,0431,04300%$115.1K$111.3K-$3.8K2026-10-22
Arcadia Investment Advisors LLC
UNCHANGED1,0381,03800%$114.5K$110.8K-$3.7K2026-10-13
Roxbury Financial LLC
INCREASED1,006893+113+13%$98.6K$107.4K+$8.8K2026-10-01
Comprehensive Financial Planning, Inc.
INCREASED1,000999+1+0%$110.2K$106.7K-$3.5K2026-10-27
Piscataqua Savings Bank
UNCHANGED1,0001,00000%$110.3K$106.7K-$3.6K2026-10-21
3Chopt Investment Partners, LLC
UNCHANGED1,0001,00000%$110.3K$106.7K-$3.6K2026-10-30
Flagship Wealth Advisors, LLC
UNCHANGED98198100%$108.2K$104.7K-$3.5K2026-11-03
Barrett & Company, Inc.
UNCHANGED97797700%$107.7K$104.2K-$3.5K2026-10-22
Kroeger Financial Partners
UNCHANGED97297200%$107.2K$103.7K-$3.5K2026-10-19
Monetary Solutions, Ltd
INCREASED915914+1+0%$100.9K$97.7K-$3.2K2026-10-22
Phillip James Consulting Co.
NEW873—+873——$93.2K—2026-11-03
Elevation Wealth Partners, LLC
DECREASED814965-151-16%$106.5K$86.9K-$19.6K2026-10-07
Pinnacle Wealth Planning Services, Inc.
UNCHANGED80080000%$88.3K$85.4K-$2.9K2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED79379300%$87.5K$84.6K-$2.9K2026-11-04
Buck Wealth Strategies, LLC
INCREASED789745+44+6%$82.2K$84.2K+$2.0K2026-10-28
Washington Trust Advisors, Inc.
DECREASED785797-12-2%$88.0K$83.7K-$4.2K2026-10-22
Rydar Equities, Inc.
NEW781—+781——$84.7K—2026-10-13
Pittenger & Anderson Inc
INCREASED744729+15+2%$80.4K$79.4K-$1.0K2026-11-02
Redwood Park Advisors LLC
UNCHANGED74074000%$81.6K$79.0K-$2.7K2026-11-02
Highline Wealth Partners LLC
UNCHANGED73873800%$81.4K$78.8K-$2.7K2026-10-19
Owl Creek Wealth Partners LLC
NEW711—+711——$75.9K—2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED704669+35+5%$73.8K$75.1K+$1.3K2026-10-26
Jacobi Capital Management LLC
NEW690—+690——$73.6K—2026-11-05
Latitude Advisors, LLC
NEW688—+688——$73.4K—2026-10-27
Quaker Wealth Management, LLC
UNCHANGED68668600%$75.7K$73.2K-$2.5K2026-10-22
Birch Financial Group, LLC
NEW685—+685——$73.1K—2026-10-27
American Capital Advisory, LLC
UNCHANGED67567500%$74.5K$72.0K-$2.4K2026-10-28
Hughes Financial Services, LLC
UNCHANGED66866800%$73.7K$74.5K+$8282026-10-30
Colony Family Offices, LLC
UNCHANGED63863800%$70.4K$68.1K-$2.3K2026-10-22
Milestone Investment Advisors LLC
UNCHANGED56256200%$62.0K$60.0K-$2.0K2026-11-05
Concord Wealth Partners
UNCHANGED53553500%$59.0K$57.1K-$1.9K2026-11-02
Godsey & Gibb, Inc
INCREASED532350+182+52%$38.6K$56.8K+$18.2K2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED50950900%$56.2K$54.3K-$1.8K2026-10-15
Bank of New Hampshire
UNCHANGED50050000%$55.2K$53.4K-$1.8K2026-10-06
Hilton Head Capital Partners, LLC
UNCHANGED49349300%$54.4K$52.6K-$1.8K2026-10-23
Private Wealth Management Group, LLC
UNCHANGED48848800%$53.8K$52.1K-$1.8K2026-10-19
Sima Wealth Partners, LLC
UNCHANGED48648600%$53.6K$51.9K-$1.8K2026-10-19
First Command Advisory Services, Inc.
DECREASED482536-54-10%$59.1K$51.4K-$7.7K2026-11-05
Realta Investment Advisors
UNCHANGED45945900%$50.6K$48.9K-$1.7K2026-10-14
Pacific Center for Financial Services
UNCHANGED44844800%$49.4K$47.8K-$1.6K2026-10-15
Mainstream Capital Management LLC
NEW437—+437——$46.6K—2026-10-23
Dorato Capital Management
UNCHANGED42942900%$47.2K$46.5K-$6652026-10-08
Moisand Fitzgerald Tamayo, LLC
UNCHANGED41841800%$46.1K$44.6K-$1.5K2026-10-15
Physician Wealth Advisors, Inc.
INCREASED40521+384+1829%$2.4K$43.3K+$40.9K2026-10-20
Creative Financial Designs Inc
DECREASED3601,086-726-67%$119.8K$38.4K-$81.4K2026-11-04
Cape Investment Advisory, Inc.
INCREASED3338+325+4063%$883$35.5K+$34.7K2026-10-13
Tower Trust & Investment Co
UNCHANGED32032000%$35.3K$34.1K-$1.2K2026-10-28
McCarley & Cook Financial Planners
UNCHANGED31331300%$34.5K$33.4K-$1.1K2026-10-21
Advantage Trust Co
UNCHANGED30430400%$33.5K$32.4K-$1.1K2026-10-19
Peoples Financial Services Corp.
UNCHANGED30030000%$33.1K$32.0K-$1.1K2026-10-20
1620 Investment Advisors, Inc.
DECREASED296762-466-61%$84.1K$31.6K-$52.5K2026-11-04
Next Level Wealth Planning, LLC
NEW281—+281——$30.0K—2026-10-29
Nfsg Corp
UNCHANGED28028000%$30.9K$29.9K-$1.0K2026-10-15
Thompson Investment Management, Inc.
UNCHANGED26726700%$29.5K$28.5K-$9632026-10-14
Nemes Rush Group LLC
INCREASED250249+1+0%$27.5K$26.7K-$8242026-11-04
Livelsberger Financial Advisory
NEW230—+230——$24.5K—2026-10-28
Wolff Wiese Magana LLC
DECREASED230369-139-38%$40.7K$24.5K-$16.2K2026-10-15
Vima LLC
UNCHANGED22522500%$24.8K$24.0K-$8122026-10-23
Westside Investment Management, Inc.
UNCHANGED20020000%$22.1K$21.3K-$7222026-11-02
RMG Wealth Management LLC
UNCHANGED19319300%$22.0K$21.1K-$8442026-10-26
Gables Capital Management Inc.
UNCHANGED19019000%$21.0K$20.3K-$6862026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED19019000%$21.0K$20.3K-$6862026-10-30
Balance Wealth Partners LLC
NEW186—+186——$19.8K—2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED18518500%$20.4K$19.7K-$6682026-10-22
Yankcom Partnership
INCREASED18339+144+369%$4.3K$19.5K+$15.2K2026-10-15
Burk Holdings LLC
UNCHANGED18218200%$20.1K$19.4K-$6572026-11-05
Kelleher Financial Advisors
DECREASED180360-180-50%$39.7K$19.2K-$20.5K2026-10-30
Eukles Asset Management
UNCHANGED16616600%$18.3K$17.7K-$5992026-11-04
Atwood & Palmer Inc
UNCHANGED16516500%$18.2K$17.6K-$5952026-10-08
Armstrong Advisory Group, Inc
UNCHANGED15915900%$17.5K$17.0K-$5742026-10-09
Evolution Wealth Management Inc.
INCREASED153148+5+3%$16.3K$16.3K$02026-10-28
SRH Advisors, LLC
UNCHANGED14414400%$15.9K$15.4K-$5202026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED14114100%$15.5K$15.2K-$3652026-10-20
Financial Consulate, Inc
UNCHANGED13913900%$15.3K$14.8K-$5022026-10-23
Archer Investment Corp
INCREASED13467+67+100%$7.4K$14.3K+$6.9K2026-11-05
Cedar Mountain Advisors, LLC
DECREASED133509-376-74%$56.2K$14.2K-$42.0K2026-10-15
Community Financial Services Group, LLC
UNCHANGED11911900%$13.1K$12.8K-$3082026-10-15
Avion Wealth
UNCHANGED11311300%$12$12.0K+$12.0K2026-11-04
Signaturefd, LLC
INCREASED11078+32+41%$8.6K$11.7K+$3.1K2026-10-23
Goodman Advisory Group, LLC
NEW109—+109——$11.6K—2026-11-02
NBH Bank
UNCHANGED10810800%$11.9K$11.5K-$3902026-11-05
Kozak & Associates, Inc.
UNCHANGED10610600%$11.6K$11.7K+$612026-10-29
Abound Wealth Management
UNCHANGED989800%$10.8K$10.5K-$3542026-10-26
Tsfg, LLC
DECREASED955,403-5,308-98%$596.0K$10-$596.0K2026-10-23
Mechanics Financial Corp
NEW94—+94——$10.0K—2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED949400%$10.4K$10.0K-$3392026-10-05
Financial Network Wealth Advisors LLC
UNCHANGED888800%$9.7K$9.4K-$3182026-10-28
Carolina Wealth Advisors, LLC
UNCHANGED838300%$9.2K$8.9K-$3002026-10-23
Holos Integrated Wealth LLC
NEW80—+80——$8.7K—2026-10-23
First Community Trust NA
UNCHANGED747400%$8.2K$7.9K-$2672026-10-07
Wagner Wealth Management, LLC
UNCHANGED737300%$8.1K$7.8K-$2632026-10-21
Valued Wealth Advisors LLC
UNCHANGED525200%$5.7K$5.5K-$1882026-11-05
Wilkerson Advisory Group LLC
DECREASED46186-140-75%$20.5K$4.9K-$15.6K2026-10-20
Clark Wealth Partners
UNCHANGED464600%$5.1K$4.9K-$1662026-10-19
Silver Grove Financial Group, Inc.
UNCHANGED444400%$4.9K$4.7K-$1592026-11-05
Networth Advisors, LLC
UNCHANGED414100%$4.5K$4.4K-$1352026-11-03
Guardian Partners Inc.
UNCHANGED363600%$4.0K$3.8K-$1302026-10-21
Polaris Financial Partners
NEW30—+30——$2—2026-10-02
Downshift Financial, LLC
UNCHANGED292900%$3.2K$3.1K-$1042026-10-13
Toth Financial Advisory Corp
NEW28—+28——$3.0K—2026-10-08
Sellwood Investment Partners LLC
UNCHANGED242400%$2.6K$2.6K-$872026-11-03
Hilltop National Bank
UNCHANGED232300%$2.5K$2.5K-$832026-10-14
Signature Resources Capital Management, LLC
UNCHANGED222200%$2.4K$2.3K-$792026-10-16
Key Capital Management, Inc
INCREASED1715+2+13%$1.7K$1.8K+$1592026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED171700%$1.9K$1.8K-$612026-11-02
Spurstone Advisory Services, LLC
UNCHANGED171700%$1.9K$1.8K-$442026-11-02
Markowski Investments
UNCHANGED121200%$1.3K$1.3K-$432026-10-30
GK Wealth Management LLC
NEW11—+11——$1.2K—2026-10-09
Montgomery Financial Services LLC
UNCHANGED9900%$993$960-$332026-11-03
Clayton Financial Group LLC
NEW8—+8——$854—2026-10-13
Citizens National Bank Trust Department
NEW6—+6——$640—2026-11-04
Harbor Capital Advisors, Inc.
UNCHANGED6600%$1$1$02026-10-22
International City Management Association Retirement Corp
CLOSED0702,067-702,067-100%$77.5M$0-$77.5M2026-10-26
FDx Advisors, Inc.
CLOSED049,071-49,071-100%$5.4M$0-$5.4M2026-11-05
Quantum Financial Partners LLC
CLOSED020,960-20,960-100%$2.3M$0-$2.3M2026-10-19
Newport Capital Group, LLC
CLOSED017,565-17,565-100%$1.9M$0-$1.9M2026-10-16
Y-Intercept (Hong Kong) Ltd
CLOSED011,700-11,700-100%$1.3M$0-$1.3M2026-10-16
Advisor Resource Council
CLOSED010,112-10,112-100%$1.1M$0-$1.1M2026-11-05
Imc-Chicago, LLC
CLOSED07,982-7,982-100%$880.6K$0-$880.6K2026-11-05
Jefferies Financial Group Inc.
CLOSED04,791-4,791-100%$528.5K$0-$528.5K2026-11-05
TBH Global Asset Management, LLC
CLOSED04,045-4,045-100%$446.3K$0-$446.3K2026-11-03
ADE, LLC
CLOSED03,113-3,113-100%$343.4K$0-$343.4K2026-10-29
Argent Capital Management LLC
CLOSED02,750-2,750-100%$303.4K$0-$303.4K2026-10-05
Clear Creek Financial Management, LLC
CLOSED02,641-2,641-100%$291.4K$0-$291.4K2026-10-28
Valtinson Bruner Financial Planning LLC
CLOSED02,050-2,050-100%$226.2K$0-$226.2K2026-11-02
First Heartland Consultants, Inc.
CLOSED01,978-1,978-100%$218.2K$0-$218.2K2026-10-08
Fiduciary Alliance LLC
CLOSED01,946-1,946-100%$214.7K$0-$214.7K2026-10-13
Obsidian CIO, LLC
CLOSED01,868-1,868-100%$206.1K$0-$206.1K2026-11-05
Triangle Securities Wealth Management
CLOSED01,833-1,833-100%$202.2K$0-$202.2K2026-10-14
Willis Johnson Wealth, Inc.
CLOSED01,827-1,827-100%$201.6K$0-$201.6K2026-11-03
Clear Trail Advisors, LLC
CLOSED01,826-1,826-100%$201.4K$0-$201.4K2026-10-20
Sterling Investment Advisors, Ltd.
CLOSED01,818-1,818-100%$200.6K$0-$200.6K2026-10-27
Gerber Kawasaki Wealth & Investment Management
CLOSED0938-938-100%$103.6K$0-$103.6K2026-10-29
Gill Capital Partners, LLC
CLOSED0932-932-100%$102.8K$0-$102.8K2026-10-13
Robinswood Financial LLC
CLOSED0503-503-100%$55.6K$0-$55.6K2026-10-20
Provident Wealth Management, LLC
CLOSED0460-460-100%$50.7K$0-$50.7K2026-10-20
Mascoma Wealth Management LLC
CLOSED0406-406-100%$44.8K$0-$44.8K2026-10-23
Tucker Asset Management LLC
CLOSED0358-358-100%$39.5K$0-$39.5K2026-10-29
Cornerstone Planning Group LLC
CLOSED0292-292-100%$31.9K$0-$31.9K2026-10-16
LifeSteps Financial, Inc.
CLOSED0292-292-100%$32.2K$0-$32.2K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED0219-219-100%$24.2K$0-$24.2K2026-10-26
DecisionPoint Financial, LLC
CLOSED0188-188-100%$20.7K$0-$20.7K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED049-49-100%$5.4K$0-$5.4K2026-10-14
Arvest Investments, Inc.
CLOSED036-36-100%$4.0K$0-$4.0K2026-10-21
Richards, Merrill & Peterson, Inc.
CLOSED08-8-100%$883$0-$8832026-10-19
Bullseye Investment Management, LLC
CLOSED03-3-100%$331$0-$3312026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$655.2K$896.2K+$241.0K2026-10-29
Raleigh Capital Management Inc.
UNCHANGED000—$9$9$02026-10-28
Jones Financial Companies Lllp
N/A—99,650,083-99,650,083-100%$10.9B———
Bank of America Corp
N/A—68,880,354-68,880,354-100%$7.6B———
Wells Fargo & Company
N/A—45,367,356-45,367,356-100%$5.0B———
PNC Financial Services Group, Inc.
N/A—12,472,614-12,472,614-100%$1.4B———
Morgan Stanley
N/A—11,932,912-11,932,912-100%$1.3B———
Baird Financial Group, Inc.
N/A—10,660,298-10,660,298-100%$1.2B———
Northern Trust Corp
N/A—10,120,436-10,120,436-100%$1.1B———
Royal Bank of Canada
N/A—8,115,880-8,115,880-100%$895.3M———
JPMorgan Chase & Co
N/A—7,379,679-7,379,679-100%$812.9M———
UBS Group AG
N/A—7,353,365-7,353,365-100%$811.2M———
Envestnet Asset Management Inc
N/A—4,500,690-4,500,690-100%$496.5M———
FMR LLC
N/A—3,871,981-3,871,981-100%$427.2M———
LPL Financial LLC
N/A—3,730,141-3,730,141-100%$411.5M———
CIBC Bancorp USA Inc.
N/A—3,158,174-3,158,174-100%$348.4M———
Ameriprise Financial Inc
N/A—3,077,347-3,077,347-100%$340.2M———
Johnson Investment Counsel Inc
N/A—3,001,929-3,001,929-100%$331.2M———
Raymond James Financial Inc
N/A—2,794,796-2,794,796-100%$308.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,745,783-2,745,783-100%$302.9M———
Natixis Advisors, LLC
N/A—2,475,295-2,475,295-100%$273.1M———
Cetera Investment Advisers
N/A—2,128,236-2,128,236-100%$234.8M———
Bank of Montreal
N/A—1,984,789-1,984,789-100%$219.0M———
Goldman Sachs Group Inc
N/A—1,976,882-1,976,882-100%$218.1M———
Pathstone Holdings, LLC
N/A—1,904,250-1,904,250-100%$210.1M———
Mariner, LLC
N/A—1,727,554-1,727,554-100%$190.6M———
Commerce Bank
N/A—1,439,471-1,439,471-100%$158.8M———
Pinnacle Financial Partners, Inc.
N/A—1,245,534-1,245,534-100%$137.4M———
Northwestern Mutual Wealth Management Co
N/A—1,214,574-1,214,574-100%$134.0M———
Waverly Advisors, LLC
N/A—1,187,415-1,187,415-100%$131.0M———
Atlantic Union Bankshares Corp
N/A—1,035,865-1,035,865-100%$114.3M———
First Western Trust Bank
N/A—1,022,959-1,022,959-100%$112.9M———
UMB Bank, n.a.
N/A—1,012,156-1,012,156-100%$111.7M———
Alerus Financial NA
N/A—985,225-985,225-100%$108.7M———
Cerity Partners LLC
N/A—969,045-969,045-100%$106.9M———
German American Bancorp, Inc.
N/A—962,740-962,740-100%$106.2M———
Rockefeller Capital Management L.P.
N/A—961,062-961,062-100%$106.0M———
Janney Montgomery Scott LLC
N/A—915,320-915,320-100%$101.0M———
JMG Financial Group, Ltd.
N/A—913,629-913,629-100%$100.8M———
Osaic Holdings, Inc.
N/A—895,795-895,795-100%$98.9M———
Millburn Ridgefield LLC
N/A—768,475-768,475-100%$84.8M———
Clearstead Advisors, LLC
N/A—762,482-762,482-100%$84.1M———
NorthRock Partners, LLC
N/A—680,478-680,478-100%$75.1M———
Franklin Resources Inc
N/A—666,991-666,991-100%$73.6M———
Citizens Business Bank
N/A—634,403-634,403-100%$70.0M———
Stock Yards Bank & Trust Co
N/A—586,685-586,685-100%$64.7M———
First Foundation Advisors
N/A—583,207-583,207-100%$64.3M———
Steward Partners Investment Advisory, LLC
N/A—569,685-569,685-100%$62.8M———
Focus Partners Wealth
N/A—527,777-527,777-100%$58.2M———
MAI Capital Management
N/A—500,852-500,852-100%$55.3M———
HighTower Advisors, LLC
N/A—489,160-489,160-100%$54.0M———
River Wealth Advisors LLC
N/A—463,864-463,864-100%$51.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—456,804-456,804-100%$50.4M———
Huntington National Bank
N/A—442,596-442,596-100%$48.8M———
Stephens Inc
N/A—436,558-436,558-100%$48.2M———
UBS Asset Management Americas LLC
N/A—435,907-435,907-100%$48.1M———
Composition Wealth, LLC
N/A—433,150-433,150-100%$47.8M———
M&T Bank Corp
N/A—412,823-412,823-100%$45.5M———
Legacy Edge Advisors, LLC
N/A—381,311-381,311-100%$42.1M———
BNP Paribas Financial Markets
N/A—361,621-361,621-100%$39.9M———
MML Investors Services, LLC
N/A—359,566-359,566-100%$39.7M———
Captrust Financial Advisors
N/A—354,020-354,020-100%$39.1M———
Brown Advisory Inc
N/A—353,648-353,648-100%$39.0M———
Gilbert & Cook, Inc.
N/A—340,536-340,536-100%$37.6M———
Tiaa Trust, National Association
N/A—324,669-324,669-100%$35.8M———
Beacon Pointe Advisors, LLC
N/A—323,153-323,153-100%$35.7M———
AE Wealth Management LLC
N/A—319,557-319,557-100%$35.3M———
Mercer Global Advisors Inc
N/A—315,126-315,126-100%$34.8M———
Intrust Bank NA
N/A—309,639-309,639-100%$34.2M———
CCG Wealth Management, LLC
N/A—300,147-300,147-100%$33.1M———
Hantz Financial Services, Inc.
N/A—294,947-294,947-100%$32.5M———
Dakota Wealth Management
N/A—293,538-293,538-100%$32.4M———
Stifel Financial Corp
N/A—291,923-291,923-100%$32.2M———
NewEdge Advisors, LLC
N/A—282,266-282,266-100%$31.1M———
Coldstream Capital Management Inc
N/A—277,562-277,562-100%$30.6M———
BlackRock, Inc.
N/A—256,064-256,064-100%$28.2M———
Sanctuary Advisors, LLC
N/A—249,200-249,200-100%$27.5M———
Stratos Wealth Partners, Ltd.
N/A—246,187-246,187-100%$27.2M———
Cresset Asset Management, LLC
N/A—230,088-230,088-100%$25.4M———
Equitable Holdings, Inc.
N/A—226,060-226,060-100%$24.9M———
Whittier Trust Co of Nevada Inc
N/A—225,738-225,738-100%$24.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—223,463-223,463-100%$24.7M———
Bridges Investment Management Inc
N/A—209,499-209,499-100%$23.1M———
Bartlett & Co. Wealth Management LLC
N/A—208,491-208,491-100%$23.0M———
Wealthspire Advisors, LLC
N/A—201,014-201,014-100%$22.2M———
Miller Investment Management, LP
N/A—191,472-191,472-100%$21.1M———
Fidelis Capital Partners, LLC
N/A—189,598-189,598-100%$20.9M———
Blair William & Co
N/A—182,347-182,347-100%$20.1M———
Argent Trust Co
N/A—181,171-181,171-100%$20.0M———
Whittier Trust Co
N/A—181,034-181,034-100%$20.0M———
Alliancebernstein L.P.
N/A—176,016-176,016-100%$17.1M———
Private Advisor Group, LLC
N/A—171,792-171,792-100%$19.0M———
Callan Family Office, LLC
N/A—167,300-167,300-100%$18.5M———
Bank of Nova Scotia
N/A—165,377-165,377-100%$18.2M———
Bradley Foster & Sargent Inc
N/A—162,746-162,746-100%$18.0M———
Atlas Legacy Advisors, LLC
N/A—149,304-149,304-100%$16.4M———
&partners
N/A—148,048-148,048-100%$16.3M———
Envestnet Portfolio Solutions, Inc.
N/A—145,294-145,294-100%$16.0M———
Bessemer Group Inc
N/A—144,997-144,997-100%$16.0M———
Private Wealth Asset Management, LLC
N/A—137,589-137,589-100%$15.2M———
49 Wealth Management, LLC
N/A—136,560-136,560-100%$15.1M———
Alongside, LLC
N/A—136,560-136,560-100%$15.1M———
Quantinno Capital Management LP
N/A—117,817-117,817-100%$13.0M———
Vestmark Advisory Solutions, Inc.
N/A—112,678-112,678-100%$12.4M———
Moneta Group Investment Advisors LLC
N/A—110,909-110,909-100%$12.2M———
Prairieview Wealth Partners, LLC
N/A—110,233-110,233-100%$12.2M———
Proffitt & Goodson Inc
N/A—106,513-106,513-100%$11.8M———
Glenmede Trust Co NA
N/A—101,366-101,366-100%$11.2M———
EP Wealth Advisors, LLC
N/A—98,544-98,544-100%$10.9M———
AQR Capital Management LLC
N/A—97,282-97,282-100%$10.7M———
Summit Trail Advisors, LLC
N/A—95,682-95,682-100%$10.6M———
Tanglewood Legacy Advisors, LLC
N/A—93,523-93,523-100%$10.3M———
Haverford Trust Co
N/A—91,549-91,549-100%$10.1M———
Savant Capital, LLC
N/A—90,111-90,111-100%$10.0M———
IEQ Capital, LLC
N/A—89,821-89,821-100%$9.9M———
Jane Street Group, LLC
N/A—89,684-89,684-100%$9.9M———
NewEdge Wealth, LLC
N/A—86,336-86,336-100%$9.5M———
Campion Asset Management
N/A—85,459-85,459-100%$9.4M———
Summit Financial, LLC
N/A—83,625-83,625-100%$9.2M———
Arax Advisory Partners
N/A—83,145-83,145-100%$9.2M———
Tower Research Capital LLC (TRC)
N/A—82,621-82,621-100%$9.1M———
Bleakley Financial Group, LLC
N/A—79,992-79,992-100%$8.8M———
RWA Wealth Partners, LLC
N/A—78,993-78,993-100%$8.7M———
Johnson Financial Group, Inc.
N/A—77,983-77,983-100%$8.6M———
One Capital Management, LLC
N/A—76,746-76,746-100%$7.5M———
Diversified Trust Co
N/A—73,279-73,279-100%$8.1M———
Aptus Capital Advisors, LLC
N/A—72,602-72,602-100%$8.0M———
Baltimore-Washington Financial Advisors, Inc.
N/A—70,907-70,907-100%$7.8M———
Advisory Services Network, LLC
N/A—70,874-70,874-100%$7.8M———
Chesapeake Wealth Management
N/A—70,111-70,111-100%$7.7M———
Summit Wealth Partners, LLC
N/A—69,625-69,625-100%$7.7M———
IFC Advisors LLC
N/A—69,137-69,137-100%$7.6M———
Winthrop Partners - WNY, LLC
N/A—67,816-67,816-100%$7.5M———
Dorsey & Whitney Trust Co LLC
N/A—67,503-67,503-100%$7.4M———
Curi Capital, LLC
N/A—67,297-67,297-100%$7.4M———
Strategic Financial Partners, Ltd.
N/A—66,112-66,112-100%$7.3M———
Capital Group Private Client Services, Inc.
N/A—65,454-65,454-100%$7.2M———
Westshore Wealth, LLC
N/A—64,904-64,904-100%$7.2M———
Tradewinds, Llc.
N/A—62,666-62,666-100%$259.5K———
Level Four Advisory Services, LLC
N/A—62,488-62,488-100%$6.9M———
Essex Financial Services, Inc.
N/A—61,470-61,470-100%$6.8M———
Vanguard National Trust Co
N/A—60,759-60,759-100%$6.7M———
Global Retirement Partners, LLC
N/A—60,422-60,422-100%$6.7M———
Tolleson Wealth Management, Inc.
N/A—60,023-60,023-100%$6.6M———
First National Bank of Omaha
N/A—59,936-59,936-100%$6.6M———
Twin Focus Capital Partners, LLC
N/A—59,452-59,452-100%$6.6M———
SageView Advisory Group, LLC
N/A—58,609-58,609-100%$6.5M———
Prosperity Consulting Group, LLC
N/A—58,210-58,210-100%$6.4M———
Sound View Wealth Advisors Group, LLC
N/A—56,915-56,915-100%$6.3M———
Carl P. Sherr & Co., LLC
N/A—56,679-56,679-100%$6.3M———
United Capital Financial Advisors, LLC
N/A—56,528-56,528-100%$6.2M———
Goldstone Financial Group, LLC
N/A—56,396-56,396-100%$6.2M———
Hancock Whitney Corp
N/A—55,880-55,880-100%$6.2M———
Kingsview Wealth Management, LLC
N/A—55,749-55,749-100%$6.2M———
Tudor Investment Corp ET AL
N/A—54,868-54,868-100%$6.1M———
Ames National Corp
N/A—54,127-54,127-100%$6.0M———
Integrated Wealth Concepts LLC
N/A—53,956-53,956-100%$6.0M———
Centennial Bank
N/A—52,788-52,788-100%$5.8M———
Principal Securities, Inc.
N/A—48,840-48,840-100%$5.4M———
Susquehanna International Group, LLP
N/A—48,098-48,098-100%$5.3M———
BTC Capital Management, Inc.
N/A—47,200-47,200-100%$5.2M———
IHT Wealth Management, LLC
N/A—45,637-45,637-100%$5.0M———
Cambient Family Office, LLC
N/A—45,318-45,318-100%$5.0M———
Bedel Financial Consulting, Inc.
N/A—44,786-44,786-100%$4.9M———
Legacy Trust
N/A—44,570-44,570-100%$4.9M———
Ameritas Advisory Services, LLC
N/A—44,158-44,158-100%$4.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—43,860-43,860-100%$4.8M———
Sequoia Financial Advisors, LLC
N/A—42,875-42,875-100%$4.7M———
Ballentine Partners, LLC
N/A—41,254-41,254-100%$4.6M———
Voya Investment Management LLC
N/A—40,546-40,546-100%$4.5M———
Greykasell Wealth Strategies, Inc.
N/A—40,338-40,338-100%$4.5M———
Asset Management Group, Inc.
N/A—38,863-38,863-100%$4.3M———
Financial Engines Advisors L.L.C.
N/A—37,624-37,624-100%$4.2M———
Orion Porfolio Solutions, LLC
N/A—37,552-37,552-100%$4.1M———
SOA Wealth Advisors, Llc.
N/A—36,764-36,764-100%$4.1M———
Allium Financial Advisors, LLC
N/A—36,717-36,717-100%$4.1M———
Silvercrest Asset Management Group LLC
N/A—36,697-36,697-100%$4.0M———
Smith, Moore & Co.
N/A—36,616-36,616-100%$4.0M———
Daner Wealth Management, LLC
N/A—36,612-36,612-100%$4.2M———
Conservest Capital Advisors, Inc.
N/A—36,610-36,610-100%$4.0M———
FCA Corp
N/A—36,437-36,437-100%$4.0M———
Nuveen, LLC
N/A—35,608-35,608-100%$3.9M———
Elgethun Capital Management
N/A—35,515-35,515-100%$3.9M———
Fort Point Capital Partners LLC
N/A—35,402-35,402-100%$3.9M———
Arkadios Wealth Advisors
N/A—34,986-34,986-100%$3.9M———
Two Sigma Securities, LLC
N/A—34,725-34,725-100%$3.8M———
GTS Securities LLC
N/A—33,935-33,935-100%$3.7M———
Catalyst Financial Partners LLC
N/A—33,625-33,625-100%$3.7M———
Gladstone Institutional Advisory LLC
N/A—33,475-33,475-100%$3.7M———
World Investment Advisors
N/A—33,305-33,305-100%$3.3M———
SouthState Bank Corp
N/A—33,194-33,194-100%$3.7M———
AFT, Forsyth & Company, Inc.
N/A—33,074-33,074-100%$3.6M———
Geneos Wealth Management Inc.
N/A—31,816-31,816-100%$3.5M———
OneDigital Investment Advisors LLC
N/A—31,676-31,676-100%$3.5M———
Russell Investments Group, Ltd.
N/A—31,160-31,160-100%$3.4M———
FAS Wealth Partners, Inc.
N/A—30,827-30,827-100%$3.4M———
Peapack Gladstone Financial Corp
N/A—30,745-30,745-100%$3.4M———
Continuum Advisory, LLC
N/A—30,429-30,429-100%$3.4M———
Evercore Wealth Management, LLC
N/A—30,240-30,240-100%$3.3M———
Hilltop Wealth Advisors, LLC
N/A—30,033-30,033-100%$3.3M———
HSBC Holdings PLC
N/A—29,899-29,899-100%$3.3M———
Valmark Advisers, Inc.
N/A—29,734-29,734-100%$3.3M———
KKM Financial LLC
N/A—29,263-29,263-100%$3.2M———
Pasadena Private Wealth, LLC
N/A—28,500-28,500-100%$3.1M———
Cozad Asset Management Inc
N/A—28,370-28,370-100%$3.1M———
Trivium Point Advisory, LLC
N/A—28,043-28,043-100%$3.1M———
Wealthfront Advisers LLC
N/A—27,518-27,518-100%$3.0M———
Dover Advisors, LLC
N/A—26,847-26,847-100%$2.6M———
Chokshi & Queen Wealth Advisors, Inc
N/A—26,257-26,257-100%$2.9M———
SCS Capital Management LLC
N/A—25,923-25,923-100%$2.9M———
Cahill Financial Advisors Inc
N/A—25,901-25,901-100%$2.9M———
Allworth Financial LP
N/A—24,695-24,695-100%$2.7M———
Xcelsior Advisor Partners LLC
N/A—24,149-24,149-100%$2.7M———
Nvest Financial, LLC
N/A—24,086-24,086-100%$2.7M———
Forefront Wealth Partners, LLC
N/A—23,781-23,781-100%$2.6M———
Retirement Income Solutions, Inc
N/A—23,684-23,684-100%$2.3M———
Nicolet Bankshares Inc
N/A—23,235-23,235-100%$2.6M———
1ST Source Bank
N/A—23,100-23,100-100%$2.5M———
SVB Wealth LLC
N/A—22,894-22,894-100%$2.5M———
Knightsbridge Asset Management, LLC
N/A—22,770-22,770-100%$2.5M———
Alley Investment Management Company, LLC
N/A—22,725-22,725-100%$2.5M———
Lcnb Corp
N/A—22,673-22,673-100%$2.5M———
White Pine Capital LLC
N/A—22,365-22,365-100%$2.5M———
Venturi Wealth Management, LLC
N/A—22,280-22,280-100%$2.5M———
Flow Traders U.S. LLC
N/A—22,250-22,250-100%$2.5M———
Ellenbecker Investment Group
N/A—22,083-22,083-100%$2.4M———
Bluespring Wealth Management, LLC
N/A—22,022-22,022-100%$2.4M———
Fiduciary Trust Co
N/A—21,654-21,654-100%$2.4M———
Cary Street Partners Financial LLC
N/A—21,516-21,516-100%$2.4M———
Stratos Wealth Advisors, LLC
N/A—21,370-21,370-100%$2.4M———
Merit Financial Group, LLC
N/A—21,256-21,256-100%$2.3M———
Harbour Investments, Inc.
N/A—21,070-21,070-100%$2.3M———
Empowered Funds, LLC
N/A—20,885-20,885-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—20,584-20,584-100%$2.3M———
Ancora Advisors LLCA
N/A—20,551-20,551-100%$2.3M———
Erste Asset Management GmbH
N/A—20,200-20,200-100%$2.2M———
HBK Sorce Advisory LLC
N/A—20,106-20,106-100%$2.3M———
Clark Capital Management Group, Inc.
N/A—20,056-20,056-100%$2.2M———
Roble, Belko & Company, Inc
N/A—19,942-19,942-100%$2.2M———
Flputnam Investment Management Co
N/A—19,782-19,782-100%$2.2M———
Cambria Investment Management, L.P.
N/A—19,584-19,584-100%$2.2M———
Zhang Financial LLC
N/A—19,397-19,397-100%$2.1M———
Matrix Private Capital Group LLC
N/A—19,226-19,226-100%$2.1M———
RiverFront Investment Group, LLC
N/A—19,015-19,015-100%$2.1M———
Farmers National Bank
N/A—18,906-18,906-100%$2.1M———
Ausdal Financial Partners, Inc.
N/A—18,086-18,086-100%$2.0M———
Great Valley Advisor Group, Inc.
N/A—18,000-18,000-100%$2.0M———
Belpointe Asset Management LLC
N/A—17,807-17,807-100%$2.0M———
Roundview Capital LLC
N/A—17,674-17,674-100%$1.9M———
Zions Bancorporation, National Association
N/A—17,561-17,561-100%$1.9M———
Davis R M Inc
N/A—17,211-17,211-100%$1.9M———
Plum Street Advisors, LLC
N/A—16,864-16,864-100%$1.9M———
Pallas Capital Advisors LLC
N/A—16,839-16,839-100%$1.9M———
Caprock Group, LLC
N/A—16,796-16,796-100%$1.9M———
Hilltop Holdings Inc.
N/A—16,739-16,739-100%$1.8M———
Fiera Capital Corp
N/A—16,695-16,695-100%$1.8M———
Boston Family Office LLC
N/A—16,570-16,570-100%$1.8M———
Zacks Investment Management
N/A—16,423-16,423-100%$1.8M———
BBR Partners, LLC
N/A—15,802-15,802-100%$1.7M———
Choate Investment Advisors
N/A—15,741-15,741-100%$1.7M———
Lowe Brockenbrough & Co Inc
N/A—15,672-15,672-100%$1.7M———
Buffalo Business & Estate Services LTD
N/A—15,373-15,373-100%$1.7M———
Noble Wealth Partners LLC
N/A—15,342-15,342-100%$1.7M———
Partners Capital Investment Group, LLP
N/A—15,321-15,321-100%$1.7M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,276-15,276-100%$1.7M———
Monetary Management Group Inc
N/A—15,205-15,205-100%$1.7M———
WCG Wealth Advisors LLC
N/A—15,161-15,161-100%$1.7M———
PFG Investments, LLC
N/A—14,919-14,919-100%$1.6M———
Empirical Asset Management, LLC
N/A—14,917-14,917-100%$1.6M———
Renaissance Technologies LLC
N/A—14,800-14,800-100%$1.6M———
Webster Bank, N. A.
N/A—14,795-14,795-100%$1.6M———
SlateStone Wealth, LLC
N/A—14,672-14,672-100%$1.6M———
Madison Asset Management, LLC
N/A—14,618-14,618-100%$1.6M———
Okabena Investment Services Inc
N/A—14,528-14,528-100%$1.6M———
Tower Bridge Advisors
N/A—14,292-14,292-100%$1.6M———
Compass Capital Corp
N/A—14,250-14,250-100%$1.6M———
Public Employees Retirement System of Ohio
N/A—13,807-13,807-100%$1.5M———
Brown Brothers Harriman & Co
N/A—13,759-13,759-100%$1.5M———
Heartland Bank & Trust Co
N/A—13,570-13,570-100%$1.5M———
QRG Capital Management, Inc.
N/A—13,469-13,469-100%$1.5M———
Ehrenkranz Partners L.P.
N/A—13,326-13,326-100%$1.5M———
MidFirst Bank
N/A—13,206-13,206-100%$1.5M———
Focus Partners Advisor Solutions, LLC
N/A—13,196-13,196-100%$1.5M———
Oxford Financial Group, Ltd. LLC
N/A—13,161-13,161-100%$1.5M———
Advisors Capital Management, LLC
N/A—12,992-12,992-100%$1.4M———
Modern Wealth Management, LLC
N/A—12,597-12,597-100%$1.4M———
Arrowroot Family Office, LLC
N/A—12,564-12,564-100%$1.4M———
Simmons Bank
N/A—12,518-12,518-100%$1.4M———
Savvy Advisors, Inc.
N/A—12,473-12,473-100%$1.4M———
Earnest Partners LLC
N/A—12,242-12,242-100%$1.4M———
Snowden Capital Advisors LLC
N/A—12,233-12,233-100%$1.3M———
Cambridge Associates LLC
N/A—12,198-12,198-100%$1.3M———
Becker Capital Management Inc
N/A—12,144-12,144-100%$1.3M———
Perennial Investment Advisors, LLC
N/A—12,128-12,128-100%$1.3M———
Allstate Corp
N/A—12,012-12,012-100%$1.3M———
Evernest Financial Advisors, LLC
N/A—11,979-11,979-100%$1.3M———
Koss-Olinger Consulting, LLC
N/A—11,950-11,950-100%$1.3M———
Heritage Trust Co
N/A—11,732-11,732-100%$1.3M———
Kirtland Hills Capital Management, LLC
N/A—11,454-11,454-100%$1.3M———
Leavell Investment Management, Inc.
N/A—11,411-11,411-100%$1.3M———
TPG Financial Advisors, LLC
N/A—11,353-11,353-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—11,096-11,096-100%$1.2M———
Jupiter Wealth Management LLC
N/A—11,000-11,000-100%$1.2M———
Wellspring Financial Advisors, LLC
N/A—10,932-10,932-100%$1.2M———
Stillwater Capital Advisors, LLC
N/A—10,873-10,873-100%$1.2M———
Operose Advisors LLC
N/A—10,769-10,769-100%$1.2M———
Pinney & Scofield, Inc.
N/A—10,760-10,760-100%$1.2M———
Jaffetilchin Investment Partners, LLC
N/A—10,706-10,706-100%$1.2M———
Western Wealth Management, LLC
N/A—10,666-10,666-100%$1.2M———
OFC Financial Planning, LLC
N/A—10,549-10,549-100%$1.2M———
Neuberger Berman Group LLC
N/A—10,336-10,336-100%$1.1M———
Ritter Daniher Financial Advisory LLC / de
N/A—10,326-10,326-100%$1.1M———
First Financial Bankshares Inc
N/A—10,196-10,196-100%$1.1M———
Nwam LLC
N/A—10,093-10,093-100%$1.1M———
Moors & Cabot, Inc.
N/A—9,998-9,998-100%$1.1M———
American Wealth Advisors, LLC
N/A—9,931-9,931-100%$1.1M———
Vista Capital Partners, Inc.
N/A—9,886-9,886-100%$1.1M———
Benjamin Edwards Inc
N/A—9,756-9,756-100%$1.1M———
Guardian Wealth Advisors, LLC / NC
N/A—9,551-9,551-100%$1.1M———
Burling Wealth Partners, LLC
N/A—9,473-9,473-100%$1.0M———
Dana Investment Advisors, Inc.
N/A—9,286-9,286-100%$1.0M———
Circle Wealth Management, LLC
N/A—9,249-9,249-100%$1.0M———
Transcend Capital Advisors, LLC
N/A—9,238-9,238-100%$1.0M———
GeoWealth Management, LLC
N/A—9,066-9,066-100%$1.0M———
LGL Partners, LLC
N/A—8,978-8,978-100%$990.4K———
Rehmann Capital Advisory Group
N/A—8,948-8,948-100%$987.2K———
Paces Ferry Wealth Advisors, LLC
N/A—8,846-8,846-100%$975.9K———
Heritage Wealth Advisors
N/A—8,801-8,801-100%$970.9K———
Precision Wealth Strategies, LLC
N/A—8,533-8,533-100%$941.4K———
Curio Wealth, LLC
N/A—8,519-8,519-100%$939.8K———
Spirepoint Private Client, LLC
N/A—8,516-8,516-100%$939.5K———
Insigneo Advisory Services, LLC
N/A—8,504-8,504-100%$938.2K———
CreativeOne Wealth, LLC
N/A—8,432-8,432-100%$930.2K———
Glassman Wealth Services
N/A—8,397-8,397-100%$926.4K———
Baldwin Investment Management, LLC
N/A—8,363-8,363-100%$922.6K———
S&CO Inc
N/A—8,344-8,344-100%$920.0K———
Pacific Financial Group Inc
N/A—8,324-8,324-100%$918.3K———
Brasada Capital Management, LP
N/A—8,261-8,261-100%$911.4K———
Bragg Financial Advisors, Inc
N/A—8,234-8,234-100%$908.4K———
Foundations Investment Advisors, LLC
N/A—8,220-8,220-100%$906.8K———
Cvfg LLC
N/A—8,039-8,039-100%$886.9K———
Wealthquest Corp
N/A—7,799-7,799-100%$860.4K———
McMillan Office, Inc.
N/A—7,736-7,736-100%$853.4K———
Capital Analysts, LLC
N/A—7,732-7,732-100%$853.0K———
GWN Securities Inc.
N/A—7,701-7,701-100%$849.6K———
Sfmg, LLC
N/A—7,643-7,643-100%$843.1K———
Rhumbline Advisers
N/A—7,624-7,624-100%$841.1K———
First American Trust, FSB
N/A—7,589-7,589-100%$837.3K———
Fiducient Advisors LLC
N/A—7,479-7,479-100%$825.1K———
Independent Advisor Alliance
N/A—7,407-7,407-100%$817.1K———
Empower Advisory Group, LLC
N/A—7,356-7,356-100%$811.5K———
Viawealth, LLC
N/A—7,352-7,352-100%$811.1K———
Black Swift Group, LLC
N/A—7,300-7,300-100%$805.3K———
FourThought Financial Partners, LLC
N/A—7,259-7,259-100%$800.8K———
Stratos Investment Management, LLC
N/A—7,241-7,241-100%$798.9K———
First Trust Advisors LP
N/A—7,086-7,086-100%$781.8K———
BOK Financial Private Wealth, Inc.
N/A—7,012-7,012-100%$773.6K———
Smithfield Trust Co
N/A—6,940-6,940-100%$582.2K———
Summitpoint Capital Management
N/A—6,923-6,923-100%$763.8K———
Vickerman Investment Advisors, Inc.
N/A—6,846-6,846-100%$755.3K———
Brand Asset Management Group, Inc.
N/A—6,837-6,837-100%$754.3K———
Members Trust Co
N/A—6,804-6,804-100%$750.6K———
Investment Advisory Group, LLC
N/A—6,794-6,794-100%$749.5K———
Kelman-Lazarov, Inc.
N/A—6,639-6,639-100%$732.4K———
First Commonwealth Financial Corp
N/A—6,614-6,614-100%$729.7K———
Bearing Point Capital, LLC
N/A—6,602-6,602-100%$728.3K———
Osborne Partners Capital Management, LLC
N/A—6,600-6,600-100%$728.1K———
Mairs & Power Inc
N/A—6,506-6,506-100%$717.7K———
Axis Wealth Partners, LLC
N/A—6,446-6,446-100%$711.1K———
Gateway Wealth Partners, LLC
N/A—6,359-6,359-100%$701.6K———
Trexquant Investment LP
N/A—6,345-6,345-100%$700.0K———
London Co of Virginia
N/A—6,315-6,315-100%$696.6K———
Centaurus Financial, Inc.
N/A—6,301-6,301-100%$695.0K———
BFC Planning, Inc.
N/A—6,276-6,276-100%$692.3K———
Betterment LLC
N/A—6,261-6,261-100%$691.0K———
Alesco Advisors, LLC, An ESL Co
N/A—6,200-6,200-100%$684.0K———
Great Lakes Advisors, LLC
N/A—6,190-6,190-100%$682.9K———
Cape COD Five Cents Savings Bank
N/A—6,124-6,124-100%$675.6K———
Thomasville National Bank
N/A—6,009-6,009-100%$662.9K———
Freestone Capital Holdings, LLC
N/A—5,996-5,996-100%$661.5K———
IFG Advisory, LLC
N/A—5,980-5,980-100%$659.7K———
Fairfield, Bush & Co.
N/A—5,810-5,810-100%$641.0K———
Quotient Wealth Partners, LLC
N/A—5,791-5,791-100%$638.9K———
Invst, LLC
N/A—5,782-5,782-100%$637.9K———
Federation des caisses Desjardins du Quebec
N/A—5,745-5,745-100%$633.8K———
Hollencrest Capital Management
N/A—5,727-5,727-100%$631.8K———
Cedarwood Wealth LLC
N/A—5,707-5,707-100%$629.6K———
Alpha Financial Partners LLC
N/A—5,593-5,593-100%$617.0K———
Westmount Partners, LLC
N/A—5,568-5,568-100%$614.3K———
Colonial Trust Advisors
N/A—5,450-5,450-100%$601.2K———
Werba Rubin Papier Wealth Management
N/A—5,447-5,447-100%$600.9K———
GW&K Investment Management, LLC
N/A—5,337-5,337-100%$589.0K———
Hudson Value Partners, LLC
N/A—5,280-5,280-100%$582.5K———
First National Bank & Trust Co of Newtown
N/A—5,280-5,280-100%$579.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,252-5,252-100%$579.4K———
Douglass Winthrop Advisors, LLC
N/A—5,231-5,231-100%$577.1K———
Mach-1 Financial Group, LLC
N/A—5,171-5,171-100%$570.5K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—5,110-5,110-100%$563.7K———
HighPoint Advisor Group LLC
N/A—5,076-5,076-100%$560.0K———
Caldwell Sutter Capital, Inc.
N/A—5,076-5,076-100%$560.0K———
BCS Private Wealth Management, Inc.
N/A—5,050-5,050-100%$557.1K———
Ducere Wealth Management LLC
N/A—5,035-5,035-100%$555.5K———
Resurgent Financial Advisors LLC
N/A—5,007-5,007-100%$552.4K———
Valued Retirements, Inc.
N/A—4,990-4,990-100%$550.5K———
Castle Wealth Management LLC
N/A—4,960-4,960-100%$547.2K———
Beck Bode, LLC
N/A—4,849-4,849-100%$534.9K———
M1 Capital Management LLC
N/A—4,828-4,828-100%$532.6K———
Colonial Trust Co / SC
N/A—4,825-4,825-100%$532.3K———
Clal Insurance Enterprises Holdings Ltd
N/A—4,804-4,804-100%$530.0K———
King Wealth Management Group
N/A—4,802-4,802-100%$530.0K———
Forum Private Client Group LLC
N/A—4,724-4,724-100%$521.1K———
Holistic Financial Partners
N/A—4,712-4,712-100%$519.8K———
Stonebrook Private Inc.
N/A—4,712-4,712-100%$519.8K———
Prime Buchholz LLC
N/A—4,700-4,700-100%$518.5K———
Kirkwood Financial Services
N/A—4,636-4,636-100%$511.5K———
Broadview Financial Management, LLC
N/A—4,603-4,603-100%$507.8K———
Fortis Capital Advisors, LLC
N/A—4,505-4,505-100%$497.0K———
Advisory Alpha, LLC
N/A—4,445-4,445-100%$490.4K———
BankPlus Trust Department
N/A—4,437-4,437-100%$489.5K———
National Bank of Canada
N/A—4,388-4,388-100%$484.1K———
Synergy Financial Group, LTD
N/A—4,331-4,331-100%$477.8K———
Truepoint, Inc.
N/A—4,313-4,313-100%$475.8K———
Granite Bay Wealth Management, LLC
N/A—4,286-4,286-100%$473.0K———
MWA Asset Management
N/A—4,276-4,276-100%$471.7K———
Bouchey Financial Group, Ltd.
N/A—4,249-4,249-100%$468.8K———
Wealthspire Retirement, LLC
N/A—4,211-4,211-100%$464.5K———
Baker Avenue Asset Management, LP
N/A—4,158-4,158-100%$458.7K———
Kavar Capital Partners Group, LLC
N/A—4,158-4,158-100%$458.7K———
Hirtle & Co., LLC
N/A—4,064-4,064-100%$448.3K———
SHP Wealth Management
N/A—4,052-4,052-100%$447.0K———
Steelhead Wealth Management LLC
N/A—4,032-4,032-100%$444.0K———
John A. Wolfe & Associates, Inc.
N/A—4,000-4,000-100%$441.3K———
Regency Capital Management Inc.\DE
N/A—4,000-4,000-100%$441.3K———
Meramec Financial Planners, LLC
N/A—3,987-3,987-100%$438.5K———
HM Payson & Co
N/A—3,970-3,970-100%$438.0K———
Gotham Asset Management, LLC
N/A—3,962-3,962-100%$437.1K———
Lutz Financial Services LLC
N/A—3,949-3,949-100%$435.7K———
First National Advisers, LLC
N/A—3,900-3,900-100%$430.2K———
Keel Point, LLC
N/A—3,889-3,889-100%$429.1K———
Gallagher Fiduciary Advisors, LLC
N/A—3,889-3,889-100%$429.1K———
CM Wealth Advisors LLC
N/A—3,884-3,884-100%$428.5K———
Legacy Financial Advisors, Inc.
N/A—3,883-3,883-100%$428.4K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,845-3,845-100%$424.2K———
Bridgewater Advisors Inc.
N/A—3,827-3,827-100%$425.1K———
Kovack Advisors, Inc.
N/A—3,824-3,824-100%$421.9K———
Pack Private Wealth, LLC
N/A—3,822-3,822-100%$421.6K———
V2 Financial group LLC
N/A—3,800-3,800-100%$419.2K———
Jordan Park Group LLC
N/A—3,775-3,775-100%$416.5K———
Stelac Advisory Services LLC
N/A—3,750-3,750-100%$413.7K———
Tobias Financial Advisors, Inc.
N/A—3,722-3,722-100%$410.6K———
OneAscent Financial Services LLC
N/A—3,699-3,699-100%$408.1K———
Resources Management Corp
N/A—3,652-3,652-100%$402.9K———
Lbmc Investment Advisors, LLC
N/A—3,649-3,649-100%$402.5K———
Pgim Custom Harvest LLC
N/A—3,637-3,637-100%$401.2K———
Duncan Williams Asset Management, LLC
N/A—3,619-3,619-100%$399.2K———
Fiduciary Financial Advisors
N/A—3,608-3,608-100%$398.0K———
Curtis Wealth Management LLC
N/A—3,597-3,597-100%$396.8K———
Kiley Juergens Wealth Management, LLC
N/A—3,595-3,595-100%$396.6K———
Crewe Advisors LLC
N/A—3,565-3,565-100%$393.3K———
Bruce G. Allen Investments, LLC
N/A—3,541-3,541-100%$390.6K———
Millennium Management LLC
N/A—3,536-3,536-100%$390.1K———
Spinnaker Trust
N/A—3,524-3,524-100%$388.8K———
Main Street Financial Solutions, LLC
N/A—3,497-3,497-100%$385.7K———
Sandy Cove Advisors, LLC
N/A—3,489-3,489-100%$384.9K———
Fisher Asset Management, LLC
N/A—3,489-3,489-100%$385.0K———
Vanguard Advisers Inc
N/A—3,484-3,484-100%$384.4K———
Drucker Wealth 3.0, LLC
N/A—3,427-3,427-100%$378.1K———
United Bank
N/A—3,380-3,380-100%$372.9K———
Objectivity Squared, LLC
N/A—3,335-3,335-100%$367.9K———
Sage Financial Management Group, Inc.
N/A—3,293-3,293-100%$363.3K———
Strategic Financial Concepts, LLC
N/A—3,275-3,275-100%$361.3K———
Godfrey Financial Associates, Inc.
N/A—3,208-3,208-100%$353.9K———
Riverview Trust Co
N/A—3,180-3,180-100%$350.8K———
Founders Financial Alliance, LLC
N/A—3,164-3,164-100%$349.0K———
NCM Capital Management, LLC
N/A—3,112-3,112-100%$343.3K———
Great OAK Capital Partners, LLC
N/A—3,107-3,107-100%$341.1K———
Three Cord True Wealth Management, LLC
N/A—3,103-3,103-100%$342.3K———
Marble Harbor Investment Counsel, LLC
N/A—3,095-3,095-100%$341.4K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,084-3,084-100%$340.2K———
RPg Family Wealth Advisory, LLC
N/A—3,041-3,041-100%$335.5K———
Pure Financial Advisors, LLC
N/A—3,027-3,027-100%$333.9K———
Pettyjohn, Wood & White, Inc
N/A—3,003-3,003-100%$331.3K———
First Manhattan Co. Llc.
N/A—2,989-2,989-100%$329.7K———
Fairview Capital Investment Management, LLC
N/A—2,972-2,972-100%$327.9K———
O'rourke & Company, Inc
N/A—2,951-2,951-100%$325.6K———
Madden Advisory Services, Inc.
N/A—2,949-2,949-100%$325.3K———
Mutual Advisors, LLC
N/A—2,927-2,927-100%$322.9K———
TAGStone Capital, Inc.
N/A—2,916-2,916-100%$321.7K———
Westfuller Advisors, LLC
N/A—2,906-2,906-100%$320.6K———
Pettee Investors, Inc.
N/A—2,900-2,900-100%$319.9K———
FSA Advisors, Inc.
N/A—2,879-2,879-100%$317.5K———
Peak Asset Management, LLC
N/A—2,868-2,868-100%$316.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,862-2,862-100%$315.0K———
Squarepoint Ops LLC
N/A—2,855-2,855-100%$315.0K———
Planwiser Financial, LLC
N/A—2,846-2,846-100%$314.0K———
Wick Capital Partners, LLC
N/A—2,835-2,835-100%$312.8K———
Optas, LLC
N/A—2,800-2,800-100%$308.9K———
American Money Management, LLC
N/A—2,800-2,800-100%$308.9K———
Hamrick Investment Counsel, llc
N/A—2,795-2,795-100%$308.3K———
Chancellor Financial Group WB LP
N/A—2,736-2,736-100%$301.8K———
Liberty Square Wealth Partners LLC
N/A—2,728-2,728-100%$301.0K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,724-2,724-100%$300.5K———
Hobbs Group Advisors, LLC
N/A—2,712-2,712-100%$299.2K———
Financial Alternatives, Inc
N/A—2,707-2,707-100%$298.6K———
Destination Wealth Management
N/A—2,703-2,703-100%$298.2K———
Brandywine Trust Co
N/A—2,667-2,667-100%$294.2K———
Front Row Advisors LLC
N/A—2,663-2,663-100%$302.0K———
CIBC World Market Inc.
N/A—2,660-2,660-100%$293.5K———
Tortoise Investment Management, LLC
N/A—2,648-2,648-100%$292.1K———
MRP Capital Investments, LLC
N/A—2,646-2,646-100%$291.9K———
Alaethes Wealth, LLC
N/A—2,642-2,642-100%$291.5K———
Aberdeen Wealth Management LLC
N/A—2,640-2,640-100%$291.2K———
Dunhill Financial, LLC
N/A—2,612-2,612-100%$288.2K———
American Trust
N/A—2,598-2,598-100%$286.7K———
Iconiq Capital, LLC
N/A—2,595-2,595-100%$286.3K———
Shared Vision Wealth Group LLC
N/A—2,592-2,592-100%$285.9K———
Tidal Investments LLC
N/A—2,566-2,566-100%$283.1K———
Pacific SUN Financial Corp
N/A—2,565-2,565-100%$283.0K———
Madison Wealth Partners, Inc
N/A—2,556-2,556-100%$282.0K———
Frisch Financial Group, Inc.
N/A—2,538-2,538-100%$280.0K———
Mason Investment Advisory Services, Inc.
N/A—2,524-2,524-100%$278.4K———
Vawter Financial, Ltd.
N/A—2,507-2,507-100%$276.6K———
Scotia Capital Inc.
N/A—2,480-2,480-100%$273.6K———
Walsh & Associates, LLC
N/A—2,451-2,451-100%$270.4K———
Roehl & Yi Investment Advisors, LLC
N/A—2,442-2,442-100%$269.4K———
Blalock Williams, LLC
N/A—2,426-2,426-100%$267.6K———
Regal Investment Advisors LLC
N/A—2,420-2,420-100%$266.9K———
Tradition Wealth Management, LLC
N/A—2,400-2,400-100%$264.7K———
Checchi Capital Advisers, LLC
N/A—2,390-2,390-100%$263.7K———
Bollard Group LLC
N/A—2,374-2,374-100%$262.0K———
Bellevue Asset Management, LLC
N/A—2,339-2,339-100%$258.1K———
Lansing Street Advisors
N/A—2,335-2,335-100%$257.6K———
Vectors Research Management, LLC
N/A—2,326-2,326-100%$256.6K———
Performance Wealth Partners, LLC
N/A—2,316-2,316-100%$255.5K———
Pitcairn Wealth Advisors LLC
N/A—2,312-2,312-100%$255.1K———
RPS Advisory Solutions LLC
N/A—2,312-2,312-100%$255.1K———
Athena Investment Management
N/A—2,299-2,299-100%$253.6K———
Naviter Wealth, LLC
N/A—2,299-2,299-100%$253.6K———
MainStreet Investment Advisors LLC
N/A—2,283-2,283-100%$251.9K———
Darwin Wealth Management, LLC
N/A—2,282-2,282-100%$251.8K———
EWA, LLC
N/A—2,279-2,279-100%$251.5K———
Warburton Capital Management, LLC
N/A—2,272-2,272-100%$250.0K———
Hilltop Partners LLC
N/A—2,264-2,264-100%$249.7K———
Marietta Investment Partners LLC
N/A—2,245-2,245-100%$247.7K———
Range Advisory, LLC
N/A—2,244-2,244-100%$247.6K———
Sachetta, LLC
N/A—2,243-2,243-100%$247.5K———
Bank of the Bluegrass & Trust Co.
N/A—2,239-2,239-100%$238.9K———
Stokes Family Office, LLC
N/A—2,208-2,208-100%$243.6K———
Legacy Wealth Managment, LLC
N/A—2,205-2,205-100%$243.3K———
Samara Investment Management, LLC
N/A—2,201-2,201-100%$242.8K———
Fiduciary Group, LLC
N/A—2,188-2,188-100%$241.4K———
HighMark Wealth Management LLC
N/A—2,173-2,173-100%$239.7K———
Mission Creek Capital Partners, Inc.
N/A—2,167-2,167-100%$239.0K———
Strategic Financial Services, Inc.
N/A—2,104-2,104-100%$232.1K———
Independent Family Office, LLC
N/A—2,100-2,100-100%$231.7K———
Pointe Capital Management LLC
N/A—2,087-2,087-100%$230.2K———
Topsail Wealth Management, LLC
N/A—2,076-2,076-100%$229.0K———
Headinvest, LLC
N/A—2,066-2,066-100%$227.9K———
Teachers Insurance & Annuity Association of America
N/A—2,062-2,062-100%$227.5K———
Blue Chip Partners, LLC
N/A—2,056-2,056-100%$226.8K———
Horizon Investment Services, LLC
N/A—2,027-2,027-100%$223.6K———
North Dallas Bank & Trust Co
N/A—2,020-2,020-100%$222.8K———
Hillman Capital Management, Inc.
N/A—2,007-2,007-100%$221.5K———
WealthShield Partners, LLC
N/A—2,000-2,000-100%$220.6K———
Paladin Advisory Group, LLC
N/A—1,999-1,999-100%$220.5K———
Meeder Advisory Services, Inc.
N/A—1,985-1,985-100%$219.0K———
Strategies Wealth Advisors, LLC
N/A—1,984-1,984-100%$218.9K———
Morris Financial Concepts, Inc.
N/A—1,962-1,962-100%$216.4K———
Partners in Financial Planning
N/A—1,959-1,959-100%$216.1K———
Markin Asset Management, LP
N/A—1,952-1,952-100%$215.3K———
Millstone Evans Group, LLC
N/A—1,932-1,932-100%$213.1K———
HFG Advisors, Inc.
N/A—1,919-1,919-100%$211.7K———
Silver OAK Securities, Incorporated
N/A—1,913-1,913-100%$211.0K———
Holderness Investments Co
N/A—1,897-1,897-100%$209.3K———
Spartan Wealth Advisory Services LLC
N/A—1,891-1,891-100%$208.6K———
Loudon Investment Management, LLC
N/A—1,852-1,852-100%$204.3K———
Trustmark Bank Trust Department
N/A—1,840-1,840-100%$203.0K———
17 Capital Partners, LLC
N/A—1,837-1,837-100%$202.7K———
Integrity Financial Corp
N/A—1,824-1,824-100%$201.2K———
Bravera Wealth
N/A—1,767-1,767-100%$194.9K———
Ballast Advisors LLC
N/A—1,671-1,671-100%$184.3K———
Medallion Wealth Advisors, LLC
N/A—1,645-1,645-100%$181.5K———
Cetera Trust Company, N.a
N/A—1,635-1,635-100%$180.4K———
1015 Capital Partners, LLC
N/A—1,605-1,605-100%$177.1K———
Providence Capital Advisors, LLC
N/A—1,549-1,549-100%$170.9K———
CVA Family Office, LLC
N/A—1,539-1,539-100%$169.7K———
Deutsche Bank Ag\
N/A—1,530-1,530-100%$168.8K———
LRI Investments, LLC
N/A—1,460-1,460-100%$161.1K———
Rothschild Investment LLC
N/A—1,438-1,438-100%$158.6K———
CNB Bank
N/A—1,425-1,425-100%$157.2K———
Edmond de Rothschild Holding S.A.
N/A—1,352-1,352-100%$149.2K———
Protective Life Corp
N/A—1,340-1,340-100%$147.8K———
Glen Eagle Advisors, LLC
N/A—1,292-1,292-100%$142.5K———
Avalon Trust Co
N/A—1,150-1,150-100%$126.9K———
Truvestments Capital LLC
N/A—1,140-1,140-100%$125.8K———
Manning & Napier Advisors LLC
N/A—1,123-1,123-100%$123.9K———
New Republic Capital, LLC
N/A—1,052-1,052-100%$116.0K———
Smartleaf Asset Management LLC
N/A—1,035-1,035-100%$114.0K———
Fourth Dimension Wealth, LLC
N/A—1,034-1,034-100%$114.1K———
Corsicana & Co.
N/A—948-948-100%$104.6K———
Synergy Investment Management, LLC
N/A—947-947-100%$104.1K———
Morse Asset Management, Inc
N/A—918-918-100%$101.3K———
Bogart Wealth, LLC
N/A—849-849-100%$93.6K———
Quantum Portfolio Management LLC
N/A—833-833-100%$91.9K———
Index Technologies Group LLC
N/A—833-833-100%$91.9K———
Tiaa Wealth Investment Management LLC
N/A—804-804-100%$88.6K———
Strategic Wealth Advisors LLC
N/A—687-687-100%$66———
WealthCollab, LLC
N/A—664-664-100%$73.3K———
Strategic Wealth Partners, Ltd.
N/A—600-600-100%$66.2K———
Security National Bank of Sioux City Iowa
N/A—599-599-100%$66.1K———
Highland Investment Advisors LLC
N/A—588-588-100%$64.8K———
Copia Wealth Management
N/A—584-584-100%$64.4K———
Vision Retirement, LLC
N/A—566-566-100%$62.4K———
Clearstead Trust, LLC
N/A—546-546-100%$60.2K———
Cary Street Partners Investment Advisory LLC
N/A—537-537-100%$59.2K———
Quantbot Technologies LP
N/A—519-519-100%$57.3K———
PlanVest Financial, Inc
N/A—502-502-100%$55.4K———
Coston, McIsaac & Partners
N/A—500-500-100%$55.0K———
Crews Bank & Trust
N/A—485-485-100%$53.5K———
Institute for Wealth Management, Llc.
N/A—484-484-100%$53.4K———
Addison Advisors LLC
N/A—476-476-100%$52.5K———
Atlantic Private Wealth, LLC
N/A—466-466-100%$51.4K———
Lavaca Capital LLC
N/A—466-466-100%$51.4K———
Marshall Investment Management, LLC
N/A—465-465-100%$51.3K———
Basepoint Wealth LLC
N/A—445-445-100%$49.0K———
TD Capital Management LLC
N/A—439-439-100%$48.4K———
Howe & Rusling Inc
N/A—400-400-100%$44.1K———
Ameriflex Group, Inc.
N/A—381-381-100%$42.0K———
Rialto Wealth Management, LLC
N/A—379-379-100%$41.8K———
Transamerica Financial Advisors, LLC
N/A—357-357-100%$39.4K———
Evolution Advisers, Inc.
N/A—350-350-100%$38———
Kerr Financial Planning Corp
N/A—336-336-100%$37.1K———
Frazier Financial Advisors, LLC
N/A—314-314-100%$34.6K———
HHM Wealth Advisors, LLC
N/A—312-312-100%$34.4K———
Keating Financial Advisory Services, Inc.
N/A—305-305-100%$33.6K———
Anchor Investment Management, LLC
N/A—293-293-100%$32.3K———
Harborfront Financial Group LLC
N/A—260-260-100%$28.7K———
Main Management LLC
N/A—254-254-100%$28.0K———
N.E.W. Advisory Services LLC
N/A—253-253-100%$27.9K———
IMA Advisory Services, Inc.
N/A—222-222-100%$24.5K———
Financial Gravity Companies, Inc.
N/A—222-222-100%$24.5K———
ST Germain D J Co Inc
N/A—216-216-100%$23.8K———
Consultiva Wealth Management, Corp.
N/A—206-206-100%$22.7K———
Mpwm Advisory Solutions, LLC
N/A—206-206-100%$22.7K———
Basecamp Wealth Advisors LLC
N/A—198-198-100%$21.8K———
Measured Wealth Private Client Group, LLC
N/A—192-192-100%$21.2K———
Napier Financial, LLC
N/A—190-190-100%$21.0K———
Horizon Investments, LLC
N/A—173-173-100%$19.1K———
Prosperity Bancshares Inc
N/A—149-149-100%$16.4K———
Atomic Invest LLC
N/A—148-148-100%$16.3K———
JPL Wealth Management, LLC
N/A—134-134-100%$14.8K———
Park Place Capital Corp
N/A—131-131-100%$14.5K———
NWK Group, Inc.
N/A—128-128-100%$14.1K———
IAG Wealth Partners, LLC
N/A—126-126-100%$13.9K———
Sankala Group LLC
N/A—112-112-100%$12.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—101-101-100%$11.2K———
Motco
N/A—100-100-100%$11.0K———
Nalls Sherbakoff Group, LLC
N/A—96-96-100%$10.6K———
Wellington-Altus USA Inc.
N/A—87-87-100%$8.5K———
Allied Private Wealth LLC
N/A—72-72-100%$7.9K———
PIN OAK Investment Advisors Inc
N/A—71-71-100%$8———
Quent Capital, LLC
N/A—65-65-100%$7.2K———
Wallace Hart LLC
N/A—58-58-100%$6.4K———
Mcguire Capital Advisors Inc
N/A—45-45-100%$5.0K———
FWL Investment Management, LLC
N/A—39-39-100%$4.3K———
Caitlin John, LLC
N/A—20-20-100%$2.2K———
10Elms LLP
N/A—20-20-100%$2.2K———
Delta Asset Management LLC
N/A—12-12-100%$1.3K———
Strive Financial Group,LLC
N/A—10-10-100%$1.1K———
Cornerstone Financial Management LLC
N/A—10-10-100%$1.1K———
Logan Capital Management Inc
N/A—10-10-100%$1.1K———
Investment Counsel Co of Nevada
N/A—9-9-100%$993———
Luminist Capital LLC
N/A—8-8-100%$883———
Showing 1664 of 1664 institutions