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Ishares Core S&P Midcap ETF (IJH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares61,222,358 from 60,496,272
Change+726,086 (+1%)
Value$4.4B (-$259.9M)
Filed 2026-11-05
First Command Advisory Services, Inc.
INCREASED
Shares35,662,577 from 16,051,579
Change+19,610,998 (+122%)
Value$2.6B (+$1.3B)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares23,473,556 from 22,963,213
Change+510,343 (+2%)
Value$1.7B (-$81.8M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares16,682,027 from 16,281,926
Change+400,101 (+2%)
Value$1.2B (-$55.2M)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares12,911,458 from 11,644,753
Change+1,266,705 (+11%)
Value$929.0M (+$31.1M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares9,991,169 from 10,617,300
Change-626,131 (-6%)
Value$718.9M (-$99.8M)
Filed 2026-10-30
Millburn Ridgefield LLC
INCREASED
Shares9,645,075 from 8,745,534
Change+899,541 (+10%)
Value$694.0M (+$19.6M)
Filed 2026-11-06
Catalyst Capital Advisors LLC
INCREASED
Shares9,645,075 from 8,745,534
Change+899,541 (+10%)
Value$694.0M (+$19.6M)
Filed 2026-11-02
Regions Financial Corp
INCREASED
Shares8,654,959 from 8,637,959
Change+17,000 (+0%)
Value$622.7M (-$43.3M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares7,971,024 from 8,149,878
Change-178,854 (-2%)
Value$573.5M (-$54.9M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares5,251,164 from 5,165,944
Change+85,220 (+2%)
Value$377.8M (-$20.5M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares4,913,913 from 4,887,959
Change+25,954 (+1%)
Value$353.6M (-$23.4M)
Filed 2026-11-02
Municipal Employees' Retirement System of Michigan
DECREASED
Shares4,691,836 from 5,705,045
Change-1,013,209 (-18%)
Value$337.6M (-$102.3M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares4,118,199 from 4,313,184
Change-194,985 (-5%)
Value$296.3M (-$36.3M)
Filed 2026-11-02
Valeo Financial Advisors, LLC
DECREASED
Shares3,162,668 from 3,198,871
Change-36,203 (-1%)
Value$217.9M (-$18.4M)
Filed 2026-10-08
Citizens Financial Group Inc
DECREASED
Shares2,979,763 from 3,076,331
Change-96,568 (-3%)
Value$214.4M (-$22.8M)
Filed 2026-10-23
BLB&B Advisors, LLC
INCREASED
Shares2,731,889 from 2,650,863
Change+81,026 (+3%)
Value$196.6M (-$7.8M)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares2,089,512 from 2,064,728
Change+24,784 (+1%)
Value$150.3M (-$8.9M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,086,559 from 2,044,400
Change+42,159 (+2%)
Value$144.3M (-$2.0M)
Filed 2026-10-13
Sigma Investment Counselors Inc
INCREASED
Shares1,979,430 from 1,897,411
Change+82,019 (+4%)
Value$142.4M (-$3.9M)
Filed 2026-10-27
Farmers & Merchants Investments Inc
INCREASED
Shares1,974,629 from 1,938,937
Change+35,692 (+2%)
Value$142.1M (-$7.4M)
Filed 2026-10-22
Hamilton Capital, LLC
INCREASED
Shares1,868,621 from 1,840,675
Change+27,946 (+2%)
Value$134.4M (-$7.5M)
Filed 2026-10-08
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares1,792,179 from 1,821,548
Change-29,369 (-2%)
Value$128.9M (-$11.5M)
Filed 2026-10-22
Bokf, NA
INCREASED
Shares1,716,263 from 1,687,739
Change+28,524 (+2%)
Value$123.5M (-$6.7M)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares1,715,181 from 1,727,863
Change-12,682 (-1%)
Value$123.4M (-$9.8M)
Filed 2026-10-08
UMB Bank, n.a.
DECREASED
Shares1,691,015 from 1,710,991
Change-19,976 (-1%)
Value$121.7M (-$10.3M)
Filed 2026-11-06
Orgel Wealth Management, LLC
INCREASED
Shares1,657,388 from 1,548,629
Change+108,759 (+7%)
Value$119.2M (-$165.7K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,630,023 from 1,554,960
Change+75,063 (+5%)
Value$117.3K (-$119.8M)
Filed 2026-11-02
Klingman & Associates, LLC
INCREASED
Shares1,621,259 from 1,604,169
Change+17,090 (+1%)
Value$116.6M (-$7.0M)
Filed 2026-10-20
Lutz Financial Services LLC
DECREASED
Shares1,597,177 from 1,615,391
Change-18,214 (-1%)
Value$114.9M (-$9.6M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares1,571,538 from 1,486,092
Change+85,446 (+6%)
Value$113.1M (-$1.5M)
Filed 2026-11-02
First Interstate Bank
DECREASED
Shares1,541,825 from 1,563,909
Change-22,084 (-1%)
Value$110.9M (-$9.7M)
Filed 2026-10-23
Sage Financial Group Inc
INCREASED
Shares1,541,197 from 1,488,196
Change+53,001 (+4%)
Value$110.9M (-$3.9M)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,527,419 from 1,510,126
Change+17,293 (+1%)
Value$109.9M (-$6.5M)
Filed 2026-10-08
SWF LLC
DECREASED
Shares1,502,828 from 2,035,088
Change-532,260 (-26%)
Value$108.1M (-$48.8M)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares1,480,945 from 1,239,853
Change+241,092 (+19%)
Value$106.6M (+$10.9M)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares1,434,152 from 1,484,086
Change-49,934 (-3%)
Value$103.2M (-$11.3M)
Filed 2026-10-29
Accredited Investors Inc.
INCREASED
Shares1,415,735 from 1,394,914
Change+20,821 (+1%)
Value$101.9M (-$5.7M)
Filed 2026-11-03
Lee Financial Co
INCREASED
Shares1,360,132 from 1,336,250
Change+23,882 (+2%)
Value$97.9M (-$5.2M)
Filed 2026-10-16
Nisa Investment Advisors, LLC
INCREASED
Shares1,328,462 from 1,324,394
Change+4,068 (+0%)
Value$95.6M (-$6.5M)
Filed 2026-10-20
Legacy Wealth Management, LLC
DECREASED
Shares1,286,334 from 1,301,904
Change-15,570 (-1%)
Value$92.6M (-$7.8M)
Filed 2026-10-22
Connecticut Wealth Management, LLC
DECREASED
Shares1,263,080 from 1,317,455
Change-54,375 (-4%)
Value$90.9M (-$10.7M)
Filed 2026-10-13
Linscomb Wealth, Inc.
DECREASED
Shares1,253,916 from 1,292,307
Change-38,391 (-3%)
Value$90.2M (-$9.4M)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares1,218,114 from 1,153,024
Change+65,090 (+6%)
Value$87.6M (-$1.3M)
Filed 2026-10-22
Summit Financial Strategies, Inc.
INCREASED
Shares1,199,159 from 1,044,165
Change+154,994 (+15%)
Value$86.3M (+$5.8M)
Filed 2026-10-14
Goelzer Investment Management, Inc.
INCREASED
Shares1,152,604 from 1,150,363
Change+2,241 (+0%)
Value$82.9M (-$5.8M)
Filed 2026-10-16
RKL Wealth Management LLC
DECREASED
Shares1,098,947 from 1,112,664
Change-13,717 (-1%)
Value$79.1M (-$6.7M)
Filed 2026-10-16
MCF Advisors LLC
INCREASED
Shares1,084,995 from 1,041,383
Change+43,612 (+4%)
Value$78.1M (-$2.2M)
Filed 2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares1,048,998 from 1,048,475
Change+523 (+0%)
Value$75.5M (-$5.4M)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares1,045,978 from 945,584
Change+100,394 (+11%)
Value$75.3M (+$2.3M)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares1,031,156 from 825,602
Change+205,554 (+25%)
Value$74.2M (+$10.5M)
Filed 2026-10-16
MBL Wealth, LLC
INCREASED
Shares984,823 from 942,760
Change+42,063 (+4%)
Value$70.9M (-$1.8M)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares955,402 from 944,567
Change+10,835 (+1%)
Value$68.7M (-$4.1M)
Filed 2026-11-06
State of Michigan Retirement System
DECREASED
Shares954,210 from 1,194,710
Change-240,500 (-20%)
Value$68.7M (-$23.5M)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED
Shares952,857 from 945,484
Change+7,373 (+1%)
Value$68.6M (-$4.3M)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares923,327 from 894,548
Change+28,779 (+3%)
Value$66.4M (-$2.5M)
Filed 2026-10-21
CKW Financial Group
INCREASED
Shares921,759 from 907,553
Change+14,206 (+2%)
Value$67.0K (-$69.3M)
Filed 2026-10-29
Charter Capital Management, Llc\de
INCREASED
Shares919,904 from 916,606
Change+3,298 (+0%)
Value$66.2M (-$4.5M)
Filed 2026-10-28
Arrow Financial Corp
INCREASED
Shares905,894 from 905,594
Change+300 (+0%)
Value$65.2M (-$4.7M)
Filed 2026-10-26
Chicago Partners Investment Group LLC
DECREASED
Shares898,454 from 902,005
Change-3,551 (0%)
Value$65.0M (-$3.0M)
Filed 2026-10-27
Arkansas Financial Group, Inc.
DECREASED
Shares887,605 from 896,833
Change-9,228 (-1%)
Value$63.9M (-$5.3M)
Filed 2026-10-26
Fulton Breakefield Broenniman LLC
DECREASED
Shares886,531 from 888,514
Change-1,983 (0%)
Value$63.8M (-$4.7M)
Filed 2026-11-03
Capital Asset Advisory Services LLC
DECREASED
Shares884,083 from 950,783
Change-66,700 (-7%)
Value$64.4M (-$9.0M)
Filed 2026-10-30
Midland Wealth Advisors, LLC
INCREASED
Shares877,728 from 812,619
Change+65,109 (+8%)
Value$63.2M (+$491.5K)
Filed 2026-10-26
Valmark Advisers, Inc.
DECREASED
Shares873,025 from 877,936
Change-4,911 (-1%)
Value$62.8M (-$4.9M)
Filed 2026-11-06
Bangor Savings Bank
DECREASED
Shares866,844 from 908,557
Change-41,713 (-5%)
Value$62.4M (-$7.7M)
Filed 2026-10-06
Truefg, LLC
INCREASED
Shares862,438 from 844,065
Change+18,373 (+2%)
Value$62.1M (-$3.0M)
Filed 2026-10-15
West Paces Advisors Inc.
DECREASED
Shares844,601 from 852,655
Change-8,054 (-1%)
Value$60.8M (-$5.0M)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
INCREASED
Shares823,694 from 793,126
Change+30,568 (+4%)
Value$59.3M (-$1.9M)
Filed 2026-10-22
RED Cedar Investment Management, LLC
INCREASED
Shares808,554 from 807,545
Change+1,009 (+0%)
Value$58.2M (-$4.1M)
Filed 2026-11-04
Resonant Capital Advisors, LLC
INCREASED
Shares785,672 from 777,549
Change+8,123 (+1%)
Value$56.5M (-$3.4M)
Filed 2026-10-15
SAX Wealth Advisors, LLC
DECREASED
Shares781,473 from 782,210
Change-737 (0%)
Value$56.2M (+$3.4M)
Filed 2026-10-13
Jnba Financial Advisors
DECREASED
Shares757,789 from 794,124
Change-36,335 (-5%)
Value$54.5M (-$6.7M)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares757,384 from 735,629
Change+21,755 (+3%)
Value$54.5M (-$2.2M)
Filed 2026-11-04
Quadrant Capital Group LLC
INCREASED
Shares745,040 from 743,061
Change+1,979 (+0%)
Value$54.6M (-$2.7M)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares740,560 from 761,810
Change-21,250 (-3%)
Value$53.3M (-$5.5M)
Filed 2026-10-28
Courier Capital LLC
INCREASED
Shares739,655 from 689,177
Change+50,478 (+7%)
Value$53.2M (+$75.8K)
Filed 2026-10-19
Tarbox Family Office, Inc.
DECREASED
Shares739,085 from 748,612
Change-9,527 (-1%)
Value$53.2M (-$4.5M)
Filed 2026-10-23
Single Point Partners, LLC
INCREASED
Shares730,029 from 720,093
Change+9,936 (+1%)
Value$52.5M (-$3.0M)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares717,086 from 692,811
Change+24,275 (+4%)
Value$51.6M (-$1.8M)
Filed 2026-10-26
JFS Wealth Advisors, LLC
DECREASED
Shares716,409 from 724,208
Change-7,799 (-1%)
Value$51.5M (-$4.3M)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares702,311 from 674,236
Change+28,075 (+4%)
Value$50.5M (-$1.5M)
Filed 2026-10-20
Greenwood Gearhart LLC
INCREASED
Shares701,652 from 643,308
Change+58,344 (+9%)
Value$50.5M (+$878.4K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares676,409 from 553,675
Change+122,734 (+22%)
Value$48.7M (+$5.9M)
Filed 2026-11-06
Nadler Financial Group, Inc.
DECREASED
Shares673,796 from 682,723
Change-8,927 (-1%)
Value$48.5M (-$4.2M)
Filed 2026-10-23
New England Professional Planning Group Inc.
DECREASED
Shares663,896 from 669,121
Change-5,225 (-1%)
Value$47.8M (-$3.8M)
Filed 2026-10-29
RTD Financial Advisors, Inc.
INCREASED
Shares642,209 from 640,045
Change+2,164 (+0%)
Value$46.2M (-$3.1M)
Filed 2026-10-09
Capital Investment Advisors, LLC
INCREASED
Shares640,554 from 626,853
Change+13,701 (+2%)
Value$46.1M (-$2.2M)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares634,244 from 341,975
Change+292,269 (+85%)
Value$45.6M (+$19.3M)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares630,548 from 659,401
Change-28,853 (-4%)
Value$45.4M (-$5.5M)
Filed 2026-10-05
YHB Investment Advisors, Inc.
INCREASED
Shares618,796 from 604,397
Change+14,399 (+2%)
Value$44.5M (-$2.1M)
Filed 2026-10-08
Fort Washington Investment Advisors Inc
INCREASED
Shares614,529 from 607,153
Change+7,376 (+1%)
Value$44.2M (-$2.6M)
Filed 2026-10-15
DT Investment Partners, LLC
INCREASED
Shares602,467 from 585,874
Change+16,593 (+3%)
Value$43.3M (-$1.8M)
Filed 2026-10-27
Chesley Taft & Associates LLC
DECREASED
Shares601,627 from 602,154
Change-527 (0%)
Value$43.3M (-$3.1M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares599,209 from 563,919
Change+35,290 (+6%)
Value$43.1M (-$369.1K)
Filed 2026-10-08
Diversify Wealth Management, LLC
INCREASED
Shares597,106 from 549,247
Change+47,859 (+9%)
Value$43.6M (+$1.9M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares597,106 from 549,247
Change+47,859 (+9%)
Value$43.6M (+$1.9M)
Filed 2026-10-20
Grove Bank & Trust
DECREASED
Shares596,153 from 606,822
Change-10,669 (-2%)
Value$42.9M (-$3.9M)
Filed 2026-10-08
Beaumont Financial Advisors, LLC
INCREASED
Shares593,452 from 590,555
Change+2,897 (+0%)
Value$42.7M (-$2.8M)
Filed 2026-10-22
Leverty Financial Group, LLC
INCREASED
Shares587,929 from 512,208
Change+75,721 (+15%)
Value$42.3M (+$2.8M)
Filed 2026-10-08
Human Investing LLC
INCREASED
Shares579,387 from 563,757
Change+15,630 (+3%)
Value$41.7M (-$1.8M)
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares578,760 from 529,378
Change+49,382 (+9%)
Value$44.6M (+$3.8M)
Filed 2026-11-06
Titleist Asset Management, LLC
INCREASED
Shares559,621 from 555,851
Change+3,770 (+1%)
Value$40.3M (-$2.6M)
Filed 2026-10-08
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares556,969 from 530,909
Change+26,060 (+5%)
Value$40.1M (-$864.5K)
Filed 2026-10-09
Diversified Trust Co
INCREASED
Shares554,280 from 552,240
Change+2,040 (+0%)
Value$39.9M (-$2.7M)
Filed 2026-11-06
Winthrop Advisory Group LLC
INCREASED
Shares549,679 from 545,312
Change+4,367 (+1%)
Value$39.5M (-$2.5M)
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares543,566 from 526,930
Change+16,636 (+3%)
Value$39.1M (-$1.5M)
Filed 2026-10-27
Hudock, Inc.
INCREASED
Shares540,088 from 536,816
Change+3,272 (+1%)
Value$38.9M (-$2.5M)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares527,736 from 399,883
Change+127,853 (+32%)
Value$27.7M (-$3.1M)
Filed 2026-11-05
First Horizon Corp
INCREASED
Shares523,017 from 509,988
Change+13,029 (+3%)
Value$37.6M (-$1.7M)
Filed 2026-10-26
NewSquare Capital LLC
INCREASED
Shares520,032 from 508,963
Change+11,069 (+2%)
Value$37.4M (-$1.8M)
Filed 2026-11-06
Stockman Wealth Management, Inc.
INCREASED
Shares519,732 from 505,787
Change+13,945 (+3%)
Value$37.4M (-$1.6M)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares519,558 from 378,363
Change+141,195 (+37%)
Value$37.4M (+$8.2M)
Filed 2026-11-04
BAR Harbor Wealth Management
INCREASED
Shares515,603 from 515,533
Change+70 (+0%)
Value$37.1M (-$2.7M)
Filed 2026-10-21
Evermay Wealth Management LLC
DECREASED
Shares513,622 from 533,317
Change-19,695 (-4%)
Value$37.0M (-$4.2M)
Filed 2026-11-05
CJM Wealth Advisers, Ltd.
DECREASED
Shares508,028 from 532,055
Change-24,027 (-5%)
Value$36.6M (-$4.5M)
Filed 2026-10-27
Verde Capital Management
INCREASED
Shares506,040 from 490,013
Change+16,027 (+3%)
Value$36.4M (-$1.4M)
Filed 2026-10-28
Bank of Stockton
DECREASED
Shares501,160 from 518,901
Change-17,741 (-3%)
Value$36.1M (-$4.0M)
Filed 2026-10-20
Zions Bancorporation, National Association
INCREASED
Shares493,321 from 492,955
Change+366 (+0%)
Value$35.5M (-$2.5M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares493,276 from 489,709
Change+3,567 (+1%)
Value$35.5M (-$2.3M)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares491,257 from 473,125
Change+18,132 (+4%)
Value$35.3M (-$1.1M)
Filed 2026-11-03
Fiera Capital Corp
INCREASED
Shares487,976 from 424,620
Change+63,356 (+15%)
Value$35.1M (+$2.4M)
Filed 2026-11-06
Shoker Investment Counsel, Inc.
DECREASED
Shares481,404 from 489,850
Change-8,446 (-2%)
Value$34.6M (-$3.1M)
Filed 2026-11-04
Coastline Trust Co
DECREASED
Shares480,770 from 493,350
Change-12,580 (-3%)
Value$34.6M (-$3.5M)
Filed 2026-10-01
Altus Wealth Management, LLC
INCREASED
Shares478,796 from 464,048
Change+14,748 (+3%)
Value$34.4M (-$1.3M)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
INCREASED
Shares478,329 from 455,491
Change+22,838 (+5%)
Value$34.4M (-$707.1K)
Filed 2026-11-04
AdvisorNet Financial, Inc
INCREASED
Shares474,399 from 432,570
Change+41,829 (+10%)
Value$34.3M (+$929.3K)
Filed 2026-10-15
Arcataur Capital Management LLC
INCREASED
Shares472,448 from 459,664
Change+12,784 (+3%)
Value$34.0M (-$1.5M)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares471,398 from 323,269
Change+148,129 (+46%)
Value$33.9M (+$9.0M)
Filed 2026-10-28
Form Wealth Advisors, LLC
DECREASED
Shares469,724 from 475,865
Change-6,141 (-1%)
Value$33.8M (-$2.9M)
Filed 2026-10-13
Encompass Wealth Advisors, LLC
INCREASED
Shares464,640 from 224,214
Change+240,426 (+107%)
Value$33.4M (+$16.1M)
Filed 2026-10-15
Bryant Woods Investment Advisors, LLC
INCREASED
Shares460,750 from 409,810
Change+50,940 (+12%)
Value$33.2M (+$1.6M)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares460,314 from 434,926
Change+25,388 (+6%)
Value$33.1M (-$414.5K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares457,047 from 431,810
Change+25,237 (+6%)
Value$32.9M (-$412.3K)
Filed 2026-10-21
AA Financial Advisors, LLC
INCREASED
Shares446,740 from 396,971
Change+49,769 (+13%)
Value$32.1M (+$1.5M)
Filed 2026-10-19
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares444,207 from 465,270
Change-21,063 (-5%)
Value$32.0M (-$3.9M)
Filed 2026-10-13
Phillips Financial Management, LLC
DECREASED
Shares442,933 from 455,314
Change-12,381 (-3%)
Value$31.9M (-$3.2M)
Filed 2026-10-19
Randolph Co Inc
INCREASED
Shares429,059 from 428,397
Change+662 (+0%)
Value$30.9M (-$2.2M)
Filed 2026-10-23
Mullooly Asset Management, Inc.
INCREASED
Shares428,313 from 417,673
Change+10,640 (+3%)
Value$30.8M (-$1.4M)
Filed 2026-10-30
Retirement Systems of Alabama
UNCHANGED
Shares426,953 from 426,953
Change0 (0%)
Value$30.7M (-$2.2M)
Filed 2026-11-04
Apella Capital, LLC
DECREASED
Shares418,807 from 478,863
Change-60,056 (-13%)
Value$30.5M (-$5.7M)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares416,821 from 417,260
Change-439 (0%)
Value$30.0M (-$2.2M)
Filed 2026-11-06
Catalyst Financial Partners LLC
DECREASED
Shares416,744 from 422,669
Change-5,925 (-1%)
Value$30.0M (-$2.6M)
Filed 2026-11-06
FSM Wealth Advisors, LLC
INCREASED
Shares411,335 from 390,586
Change+20,749 (+5%)
Value$30.0M (-$78.3K)
Filed 2026-10-27
Old Second National Bank of Aurora
DECREASED
Shares411,154 from 416,280
Change-5,126 (-1%)
Value$29.6M (-$2.5M)
Filed 2026-10-22
Constellation Investments, Inc.
DECREASED
Shares406,966 from 455,000
Change-48,034 (-11%)
Value$29.3M (-$5.8M)
Filed 2026-10-28
Kanawha Capital Management LLC
INCREASED
Shares400,565 from 400,343
Change+222 (+0%)
Value$28.8M (-$2.0M)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares399,147 from 412,137
Change-12,990 (-3%)
Value$28.7M (-$3.0M)
Filed 2026-10-15
Wealth Advisory Solutions, LLC
DECREASED
Shares397,107 from 398,148
Change-1,041 (0%)
Value$28.6M (-$2.1M)
Filed 2026-10-20
Pittenger & Anderson Inc
INCREASED
Shares395,896 from 387,653
Change+8,243 (+2%)
Value$28.5M (-$1.4M)
Filed 2026-11-02
GenWealth Group, Inc.
INCREASED
Shares393,223 from 388,111
Change+5,112 (+1%)
Value$28.3M (-$1.6M)
Filed 2026-10-16
Financial Management Network Inc
INCREASED
Shares393,203 from 384,773
Change+8,430 (+2%)
Value$28.9M (-$208.5K)
Filed 2026-10-09
Iowa State Bank
INCREASED
Shares392,508 from 383,982
Change+8,526 (+2%)
Value$28.2M (-$1.4M)
Filed 2026-10-06
Professional Advisory Services Inc
INCREASED
Shares389,558 from 389,361
Change+197 (+0%)
Value$28.0K (-$2.0K)
Filed 2026-10-08
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares381,705 from 350,159
Change+31,546 (+9%)
Value$27.5M (+$462.9K)
Filed 2026-11-03
West Financial Advisors, LLC
DECREASED
Shares381,582 from 384,262
Change-2,680 (-1%)
Value$27.5M (-$2.2M)
Filed 2026-10-22
Washington Trust Co
INCREASED
Shares381,268 from 372,139
Change+9,129 (+2%)
Value$27.4M (-$1.3M)
Filed 2026-10-22
Twele Capital Management, Inc.
DECREASED
Shares377,307 from 378,917
Change-1,610 (0%)
Value$27.1M (-$2.1M)
Filed 2026-10-13
Ironwood Financial, llc
INCREASED
Shares376,723 from 371,526
Change+5,197 (+1%)
Value$27.1M (-$848.4K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares371,636 from 341,491
Change+30,145 (+9%)
Value$26.7K (-$26.3M)
Filed 2026-10-26
CFS Investment Advisory Services, LLC
INCREASED
Shares370,717 from 362,191
Change+8,526 (+2%)
Value$27.4M (-$126.0K)
Filed 2026-10-19
LTG Capital LLC
INCREASED
Shares368,137 from 355,023
Change+13,114 (+4%)
Value$26.5M (-$888.4K)
Filed 2026-11-04
Instrumental Wealth, LLC
INCREASED
Shares366,843 from 349,506
Change+17,337 (+5%)
Value$26.4M (-$556.1K)
Filed 2026-10-20
Glenview Trust Co
INCREASED
Shares364,462 from 361,251
Change+3,211 (+1%)
Value$26.2M (-$1.6M)
Filed 2026-10-28
Coyle Financial Counsel LLC
INCREASED
Shares361,747 from 341,501
Change+20,246 (+6%)
Value$26.0M (-$305.4K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares360,849 from 238,035
Change+122,814 (+52%)
Value$26.0M (+$7.6M)
Filed 2026-10-23
NAN Fung Trinity (HK) Ltd
UNCHANGED
Shares359,000 from 359,000
Change0 (0%)
Value$25.8M (-$1.9M)
Filed 2026-11-06
Montag A & Associates Inc
DECREASED
Shares358,862 from 389,890
Change-31,028 (-8%)
Value$25.8M (-$4.2M)
Filed 2026-10-29
First Nebraska Trust Co
DECREASED
Shares346,083 from 347,451
Change-1,368 (0%)
Value$24.9M (-$1.9M)
Filed 2026-10-30
Centerpoint Advisors, LLC
INCREASED
Shares345,981 from 336,148
Change+9,833 (+3%)
Value$24.9M (-$1.0M)
Filed 2026-11-05
CGC Financial Services, LLC
INCREASED
Shares345,869 from 337,217
Change+8,652 (+3%)
Value$24.9M (-$1.1M)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
DECREASED
Shares345,016 from 361,909
Change-16,893 (-5%)
Value$24.8M (-$3.1M)
Filed 2026-10-22
Orin Green Financial, LLC
INCREASED
Shares343,687 from 343,070
Change+617 (+0%)
Value$24.7M (-$1.7M)
Filed 2026-10-19
Whitcomb & Hess, Inc.
INCREASED
Shares342,645 from 337,647
Change+4,998 (+1%)
Value$24.7M (-$1.4M)
Filed 2026-10-07
Salomon & Ludwin, LLC
DECREASED
Shares342,088 from 344,299
Change-2,211 (-1%)
Value$24.6M (-$1.7M)
Filed 2026-10-29
IFG Advisors, LLC
INCREASED
Shares341,949 from 322,816
Change+19,133 (+6%)
Value$24.6M (-$289.1K)
Filed 2026-10-15
Pinnacle Associates LTD
DECREASED
Shares337,399 from 338,405
Change-1,006 (0%)
Value$24.3M (-$1.8M)
Filed 2026-10-20
Trifecta Capital Advisors, LLC
INCREASED
Shares336,648 from 327,722
Change+8,926 (+3%)
Value$24.2M (-$1.0M)
Filed 2026-10-21
Harbor Group, Inc.
DECREASED
Shares334,703 from 343,409
Change-8,706 (-3%)
Value$24.1M (-$2.4M)
Filed 2026-10-14
Conning Inc.
UNCHANGED
Shares330,740 from 330,740
Change0 (0%)
Value$23.8M (-$1.7M)
Filed 2026-10-27
Accretive Wealth Partners, LLC
INCREASED
Shares328,397 from 301,937
Change+26,460 (+9%)
Value$23.6M (+$345.8K)
Filed 2026-11-06
LCW Services, LLC
INCREASED
Shares328,216 from 308,888
Change+19,328 (+6%)
Value$23.6M (-$203.2K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares326,978 from 325,897
Change+1,081 (+0%)
Value$23.5M (-$1.6M)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares326,473 from 333,521
Change-7,048 (-2%)
Value$23.5M (-$2.2M)
Filed 2026-10-23
Nations Financial Group Inc,
INCREASED
Shares326,356 from 325,484
Change+872 (+0%)
Value$23.5M (-$1.6M)
Filed 2026-11-05
Vicus Capital
DECREASED
Shares326,133 from 373,784
Change-47,651 (-13%)
Value$23.5M (-$5.4M)
Filed 2026-11-05
Harbour Trust & Investment Management Co
DECREASED
Shares323,234 from 330,500
Change-7,266 (-2%)
Value$23.3M (-$2.2M)
Filed 2026-10-28
Lynch & Associates
INCREASED
Shares318,215 from 313,704
Change+4,511 (+1%)
Value$22.9M (-$1.3M)
Filed 2026-10-13
Alpine Bank Wealth Management
DECREASED
Shares315,075 from 332,360
Change-17,285 (-5%)
Value$22.7M (-$3.0M)
Filed 2026-10-16
Burns J W & Co Inc
INCREASED
Shares314,052 from 304,712
Change+9,340 (+3%)
Value$22.6M (-$900.3K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares313,849 from 299,852
Change+13,997 (+5%)
Value$22.6M (-$540.2K)
Filed 2026-10-28
Cambridge Advisors Inc.
INCREASED
Shares313,558 from 311,487
Change+2,071 (+1%)
Value$22.6M (-$1.5M)
Filed 2026-10-19
Clarity Wealth Advisors, LLC
INCREASED
Shares312,626 from 302,394
Change+10,232 (+3%)
Value$22.5M (-$824.2K)
Filed 2026-10-21
Avondale Wealth Management
DECREASED
Shares310,745 from 313,179
Change-2,434 (-1%)
Value$22.4M (-$1.8M)
Filed 2026-10-15
New York Life Investment Management LLC
DECREASED
Shares306,254 from 477,342
Change-171,088 (-36%)
Value$22.0M (-$14.8M)
Filed 2026-11-04
Well Done, LLC
INCREASED
Shares305,301 from 302,785
Change+2,516 (+1%)
Value$22.0M (-$1.4M)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares304,795 from 293,654
Change+11,141 (+4%)
Value$21.9M (-$713.6K)
Filed 2026-10-13
Triangle Securities Wealth Management
INCREASED
Shares303,531 from 150,450
Change+153,081 (+102%)
Value$22.6M (+$11.0M)
Filed 2026-10-14
Bailard, Inc.
DECREASED
Shares302,381 from 304,447
Change-2,066 (-1%)
Value$21.8M (-$1.7M)
Filed 2026-10-13
Crescent Grove Advisors, LLC
DECREASED
Shares301,985 from 309,593
Change-7,608 (-2%)
Value$21.7M (-$2.1M)
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares301,791 from 302,462
Change-671 (0%)
Value$21.7M (-$1.6M)
Filed 2026-10-23
Nottingham Advisors, Inc.
DECREASED
Shares301,733 from 314,218
Change-12,485 (-4%)
Value$21.9M (-$1.7M)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
DECREASED
Shares301,253 from 322,790
Change-21,537 (-7%)
Value$21.7M (-$3.2M)
Filed 2026-10-21
Meridian Management Co
DECREASED
Shares301,202 from 303,717
Change-2,515 (-1%)
Value$21.7M (-$1.7M)
Filed 2026-11-06
PKS Advisory Services, LLC
UNCHANGED
Shares300,185 from 300,185
Change0 (0%)
Value$23.1M ($0)
Filed 2026-10-26
ANB Bank
DECREASED
Shares298,315 from 311,001
Change-12,686 (-4%)
Value$21.5M (-$2.5M)
Filed 2026-10-09
Newton One Investments LLC
INCREASED
Shares295,677 from 293,746
Change+1,931 (+1%)
Value$21.3M (-$1.4M)
Filed 2026-10-14
BostonPremier Wealth LLC
INCREASED
Shares293,759 from 282,564
Change+11,195 (+4%)
Value$21.1M (-$652.6K)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
DECREASED
Shares293,404 from 313,797
Change-20,393 (-6%)
Value$21.3M (-$2.7M)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares290,478 from 286,776
Change+3,702 (+1%)
Value$20.9M (-$1.2M)
Filed 2026-11-04
jvl associates llc
DECREASED
Shares289,574 from 304,730
Change-15,156 (-5%)
Value$20.8M (-$2.7M)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
DECREASED
Shares284,886 from 287,252
Change-2,366 (-1%)
Value$20.5M (-$1.7M)
Filed 2026-10-23
Platt Investment Counsel, LLC
DECREASED
Shares283,339 from 286,085
Change-2,746 (-1%)
Value$20.4M (-$1.7M)
Filed 2026-10-07
Rockland Trust Co
DECREASED
Shares281,525 from 289,667
Change-8,142 (-3%)
Value$20.3M (-$2.1M)
Filed 2026-10-05
Principal Financial Group Inc
DECREASED
Shares279,037 from 607,624
Change-328,587 (-54%)
Value$20.1M (-$26.8M)
Filed 2026-11-02
Marino, Stram & Associates LLC
DECREASED
Shares278,089 from 281,143
Change-3,054 (-1%)
Value$20.0M (-$1.7M)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares278,055 from 279,409
Change-1,354 (0%)
Value$20.0M (-$1.5M)
Filed 2026-10-23
First National Trust Co
DECREASED
Shares276,456 from 281,735
Change-5,279 (-2%)
Value$19.9M (-$1.8M)
Filed 2026-10-28
Richardson Capital Management LLC
INCREASED
Shares275,141 from 268,106
Change+7,035 (+3%)
Value$19.8M (-$877.3K)
Filed 2026-10-23
Private Advisory Group LLC
INCREASED
Shares273,026 from 234,057
Change+38,969 (+17%)
Value$19.6M (+$1.6M)
Filed 2026-11-06
Eley Financial Management, Inc
INCREASED
Shares269,416 from 266,850
Change+2,566 (+1%)
Value$19.4M (-$1.2M)
Filed 2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares267,642 from 266,031
Change+1,611 (+1%)
Value$19.3M (-$1.3M)
Filed 2026-10-21
Burkett Financial Services, LLC
INCREASED
Shares266,233 from 259,966
Change+6,267 (+2%)
Value$19.2M (-$890.5K)
Filed 2026-10-01
Holland Advisory Services, Inc.
INCREASED
Shares265,067 from 262,847
Change+2,220 (+1%)
Value$19.1M (-$1.2M)
Filed 2026-10-26
MKD Wealth Coaches, LLC
INCREASED
Shares264,748 from 255,839
Change+8,909 (+3%)
Value$19.0M (-$679.1K)
Filed 2026-10-09
Lodestar Private Asset Management LLC
DECREASED
Shares262,313 from 264,081
Change-1,768 (-1%)
Value$18.9M (-$1.5M)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares260,172 from 298,404
Change-38,232 (-13%)
Value$18.7M (-$4.3M)
Filed 2026-10-15
Wedmont Private Capital
INCREASED
Shares258,464 from 109,841
Change+148,623 (+135%)
Value$18.9M (+$10.6M)
Filed 2026-10-09
Guidance Point Advisors, LLC
INCREASED
Shares257,981 from 249,839
Change+8,142 (+3%)
Value$18.6M (-$703.7K)
Filed 2026-10-15
Windsor Capital Management, LLC
INCREASED
Shares257,579 from 243,117
Change+14,462 (+6%)
Value$18.5M (-$213.9K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares256,419 from 255,627
Change+792 (+0%)
Value$18.4M (-$1.3M)
Filed 2026-10-08
Guardian Wealth Advisors, LLC
INCREASED
Shares255,907 from 254,072
Change+1,835 (+1%)
Value$18.7M (-$854.0K)
Filed 2026-10-30
Alps Advisors Inc
DECREASED
Shares254,575 from 272,310
Change-17,735 (-7%)
Value$18.3M (-$2.7M)
Filed 2026-11-03
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares254,070 from 246,040
Change+8,030 (+3%)
Value$18.3M (-$691.8K)
Filed 2026-10-29
Norris Perne & French LLP
INCREASED
Shares252,824 from 251,497
Change+1,327 (+1%)
Value$18.2M (-$1.2M)
Filed 2026-10-23
Apollon Financial, LLC
INCREASED
Shares248,750 from 239,236
Change+9,514 (+4%)
Value$17.9M (-$549.9K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares246,126 from 106,416
Change+139,710 (+131%)
Value$17.7M (+$9.5M)
Filed 2026-10-29
Carroll Advisory Group, LLC
INCREASED
Shares244,790 from 238,326
Change+6,464 (+3%)
Value$17.6M (-$764.6K)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares239,526 from 233,171
Change+6,355 (+3%)
Value$17.2M (-$745.9K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares236,754 from 226,750
Change+10,004 (+4%)
Value$17.0M (-$450.2K)
Filed 2026-10-16
First Business Financial Services, Inc.
DECREASED
Shares236,538 from 711,692
Change-475,154 (-67%)
Value$17.0M (-$37.9M)
Filed 2026-10-29
Equitable Trust Co
DECREASED
Shares232,477 from 241,948
Change-9,471 (-4%)
Value$16.7M (-$1.9M)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares232,472 from 217,116
Change+15,356 (+7%)
Value$16.7M (-$15.4K)
Filed 2026-10-26
Diversified Management Inc
INCREASED
Shares231,768 from 229,530
Change+2,238 (+1%)
Value$16.7M (-$1.0M)
Filed 2026-10-08
PDS Planning, Inc
INCREASED
Shares229,478 from 228,661
Change+817 (+0%)
Value$16.5M (-$1.1M)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares228,721 from 225,375
Change+3,346 (+1%)
Value$16.5M (-$922.2K)
Filed 2026-11-03
Perigon Wealth Management, LLC
DECREASED
Shares228,361 from 231,545
Change-3,184 (-1%)
Value$16.4M (-$1.4M)
Filed 2026-10-22
River Street Advisors LLC
INCREASED
Shares227,312 from 225,239
Change+2,073 (+1%)
Value$16.4M (-$1.0M)
Filed 2026-10-22
Enclave Advisors LLC
INCREASED
Shares226,968 from 206,081
Change+20,887 (+10%)
Value$16.3M (+$439.5K)
Filed 2026-10-14
Stone House Investment Management, LLC
INCREASED
Shares226,368 from 216,078
Change+10,290 (+5%)
Value$16.3M (-$374.6K)
Filed 2026-10-23
Community Bank, N.A.
DECREASED
Shares224,891 from 225,339
Change-448 (0%)
Value$16.2M (-$1.2M)
Filed 2026-11-06
Beacon Financial Planning, Inc
INCREASED
Shares223,048 from 220,317
Change+2,731 (+1%)
Value$16.0M (-$940.4K)
Filed 2026-11-04
AtlasMark Financial, Inc
INCREASED
Shares222,046 from 212,974
Change+9,072 (+4%)
Value$16.0M (-$446.3K)
Filed 2026-10-13
Neumann Capital Management, LLC
INCREASED
Shares221,634 from 208,704
Change+12,930 (+6%)
Value$15.9M (-$146.6K)
Filed 2026-10-15
Towercrest Capital Management
DECREASED
Shares221,446 from 238,477
Change-17,031 (-7%)
Value$15.9M (-$2.5M)
Filed 2026-10-23
Ironwood Wealth Management, Llc.
DECREASED
Shares221,428 from 223,112
Change-1,684 (-1%)
Value$15.9M (-$1.3M)
Filed 2026-10-28
GFS Advisors, LLC
INCREASED
Shares220,383 from 206,251
Change+14,132 (+7%)
Value$15.9M (+$15.8M)
Filed 2026-11-03
Forbes J M & Co LLP
INCREASED
Shares218,609 from 217,362
Change+1,247 (+1%)
Value$15.7M (-$1.0M)
Filed 2026-10-16
Pacific Center for Financial Services
INCREASED
Shares218,405 from 218,106
Change+299 (+0%)
Value$15.7M (-$1.1M)
Filed 2026-10-15
Citizens & Northern Corp
DECREASED
Shares215,211 from 217,637
Change-2,426 (-1%)
Value$15.5M (-$1.3M)
Filed 2026-11-06
Fairway Wealth LLC
INCREASED
Shares214,792 from 211,922
Change+2,870 (+1%)
Value$15.5M (-$886.6K)
Filed 2026-10-30
Marietta Wealth Management, LLC
DECREASED
Shares213,919 from 217,473
Change-3,554 (-2%)
Value$15.5M (-$1.3M)
Filed 2026-10-22
Union Savings Bank
DECREASED
Shares213,615 from 216,309
Change-2,694 (-1%)
Value$15.4M (-$1.3M)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
DECREASED
Shares212,857 from 225,150
Change-12,293 (-5%)
Value$15.3M (-$2.0M)
Filed 2026-10-14
Hopwood Financial Services, Inc.
INCREASED
Shares212,204 from 208,348
Change+3,856 (+2%)
Value$15.3M (-$797.6K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
DECREASED
Shares211,780 from 214,214
Change-2,434 (-1%)
Value$15.2M (-$1.3M)
Filed 2026-10-16
First Bank & Trust
UNCHANGED
Shares210,120 from 210,120
Change0 (0%)
Value$15.1M (-$1.1M)
Filed 2026-10-19
St. Louis Trust Co
UNCHANGED
Shares209,682 from 209,682
Change0 (0%)
Value$15.1M (+$9.2M)
Filed 2026-11-03
Caldwell Trust Co
INCREASED
Shares209,027 from 183,031
Change+25,996 (+14%)
Value$15.0M (+$926.0K)
Filed 2026-10-30
Meridian Wealth Management, LLC
INCREASED
Shares208,094 from 206,803
Change+1,291 (+1%)
Value$15.0M (-$972.7K)
Filed 2026-11-05
Mechanics Financial Corp
DECREASED
Shares207,474 from 215,699
Change-8,225 (-4%)
Value$14.9M (-$1.7M)
Filed 2026-11-05
Yankcom Partnership
INCREASED
Shares206,066 from 193,620
Change+12,446 (+6%)
Value$14.8M (-$103.1K)
Filed 2026-10-15
McKinley Carter Wealth Services, Inc.
INCREASED
Shares205,981 from 205,971
Change+10 (0%)
Value$14.8M (-$1.1M)
Filed 2026-10-16
Rossmore Private Capital
INCREASED
Shares205,863 from 202,212
Change+3,651 (+2%)
Value$14.8M (-$780.7K)
Filed 2026-10-27
Sterling Investment Counsel, LLC
INCREASED
Shares205,839 from 202,585
Change+3,254 (+2%)
Value$14.8M (-$811.2K)
Filed 2026-10-19
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares204,261 from 197,255
Change+7,006 (+4%)
Value$14.7M (-$513.7K)
Filed 2026-10-09
Omega Financial Group, LLC
DECREASED
Shares203,133 from 204,398
Change-1,265 (-1%)
Value$14.6M (-$1.1M)
Filed 2026-10-29
Florida Trust Wealth Management Co
INCREASED
Shares201,905 from 162,459
Change+39,446 (+24%)
Value$14.5M (+$2.0M)
Filed 2026-11-05
Independent Solutions Wealth Management, LLC
INCREASED
Shares200,775 from 150,024
Change+50,751 (+34%)
Value$14.4M (+$2.9M)
Filed 2026-10-28
Simon Quick Advisors, LLC
INCREASED
Shares199,567 from 180,201
Change+19,366 (+11%)
Value$14.4M (+$463.6K)
Filed 2026-10-26
Baker Tilly Wealth Management, LLC
INCREASED
Shares198,726 from 144,359
Change+54,367 (+38%)
Value$14.3M (+$3.2M)
Filed 2026-10-05
Acima Private Wealth, LLC
DECREASED
Shares198,529 from 199,457
Change-928 (0%)
Value$14.3M (-$1.1M)
Filed 2026-10-05
Capital Investment Counsel, LLC
INCREASED
Shares198,310 from 197,383
Change+927 (+0%)
Value$14.3M (-$951.8K)
Filed 2026-10-14
Telos Capital Management, Inc.
INCREASED
Shares198,122 from 193,305
Change+4,817 (+2%)
Value$14.3M (-$650.9K)
Filed 2026-11-02
SWS Partners
DECREASED
Shares196,969 from 211,840
Change-14,871 (-7%)
Value$14.2M (-$2.2M)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares194,909 from 190,748
Change+4,161 (+2%)
Value$14.0M (-$684.9K)
Filed 2026-10-14
Finley Financial, LLC
DECREASED
Shares192,582 from 193,032
Change-450 (0%)
Value$14.0M (-$884.0K)
Filed 2026-10-28
LVW Advisors, LLC
INCREASED
Shares192,500 from 40,862
Change+151,638 (+371%)
Value$13.9M (+$10.7M)
Filed 2026-10-19
Lake Street Private Wealth, LLC
DECREASED
Shares191,774 from 193,849
Change-2,075 (-1%)
Value$13.8M (-$1.1M)
Filed 2026-10-22
Gallagher Capital Advisors, LLC
DECREASED
Shares190,014 from 190,778
Change-764 (0%)
Value$13.7M (-$1.0M)
Filed 2026-10-09
Hardy Reed LLC
INCREASED
Shares189,352 from 189,272
Change+80 (+0%)
Value$13.6M (-$970.9K)
Filed 2026-11-06
Little House Capital LLC
DECREASED
Shares188,917 from 196,578
Change-7,661 (-4%)
Value$13.6M (-$1.6M)
Filed 2026-11-06
Clear Wave Wealth Management LLC
INCREASED
Shares186,409 from 178,526
Change+7,883 (+4%)
Value$13.4M (-$354.0K)
Filed 2026-11-04
Smithbridge Asset Management Inc
INCREASED
Shares186,092 from 179,652
Change+6,440 (+4%)
Value$13.4M (-$463.6K)
Filed 2026-10-19
Tectonic Advisors LLC
INCREASED
Shares185,871 from 178,520
Change+7,351 (+4%)
Value$13.4M (-$392.3K)
Filed 2026-10-22
Naples Global Advisors, LLC
INCREASED
Shares185,341 from 182,186
Change+3,155 (+2%)
Value$13.3M (-$713.1K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares184,979 from 187,027
Change-2,048 (-1%)
Value$13.3M (-$1.1M)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares184,516 from 184,377
Change+139 (+0%)
Value$13.3M (-$941.4K)
Filed 2026-10-20
AMG National Trust Bank
DECREASED
Shares184,157 from 187,638
Change-3,481 (-2%)
Value$13.3M (-$1.2M)
Filed 2026-11-05
Colton Groome Financial Advisors, LLC
INCREASED
Shares183,798 from 172,145
Change+11,653 (+7%)
Value$13.2M (-$49.8K)
Filed 2026-10-06
J.W. Cole Advisors, Inc.
INCREASED
Shares182,918 from 179,634
Change+3,284 (+2%)
Value$13.2M (-$690.6K)
Filed 2026-11-05
PCA Investment Advisory Services Inc.
INCREASED
Shares182,616 from 181,819
Change+797 (+0%)
Value$13.1M (-$910.1K)
Filed 2026-10-13
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares181,856 from 182,244
Change-388 (0%)
Value$13.1M (-$968.3K)
Filed 2026-11-04
May Hill Capital, LLC
INCREASED
Shares179,141 from 170,519
Change+8,622 (+5%)
Value$12.9M (-$259.5K)
Filed 2026-11-03
SoundView Advisors Inc.
INCREASED
Shares177,813 from 176,569
Change+1,244 (+1%)
Value$12.8M (-$822.0K)
Filed 2026-11-04
Journey Advisory Group, LLC
DECREASED
Shares176,082 from 177,072
Change-990 (-1%)
Value$12.7M (-$985.0K)
Filed 2026-11-04
Old National Bancorp
INCREASED
Shares174,762 from 172,251
Change+2,511 (+1%)
Value$12.6M (-$708.1K)
Filed 2026-10-20
Idaho Trust Co
INCREASED
Shares174,738 from 174,521
Change+217 (+0%)
Value$12.6M (-$884.9K)
Filed 2026-11-04
CX Institutional
INCREASED
Shares174,261 from 168,876
Change+5,385 (+3%)
Value$12.5K (-$484)
Filed 2026-10-02
Grimes & Co Wealth Management, LLC
DECREASED
Shares173,965 from 180,370
Change-6,405 (-4%)
Value$12.5M (-$1.4M)
Filed 2026-10-29
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares172,035 from 165,868
Change+6,167 (+4%)
Value$12.4M (-$412.2K)
Filed 2026-10-08
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares171,483 from 86,607
Change+84,876 (+98%)
Value$12.3M (+$5.7M)
Filed 2026-11-03
United Bank
INCREASED
Shares169,526 from 137,152
Change+32,374 (+24%)
Value$12.2M (+$1.6M)
Filed 2026-11-06
Montecito Bank & Trust
INCREASED
Shares168,726 from 167,012
Change+1,714 (+1%)
Value$12.1M (-$738.5K)
Filed 2026-10-01
AAF Wealth Management, LLC
INCREASED
Shares168,686 from 167,957
Change+729 (+0%)
Value$12.1M (-$814.2K)
Filed 2026-10-28
Ocean Park Asset Management, LLC
DECREASED
Shares167,809 from 185,309
Change-17,500 (-9%)
Value$12.1M (-$2.2M)
Filed 2026-10-21
Level Four Advisory Services, LLC
DECREASED
Shares167,261 from 183,726
Change-16,465 (-9%)
Value$12.0M (-$2.1M)
Filed 2026-11-06
Affinity Capital Advisors, LLC
INCREASED
Shares166,350 from 162,379
Change+3,971 (+2%)
Value$12.2M (-$194.0K)
Filed 2026-10-13
Townsend Financial Planning, LLC
DECREASED
Shares165,549 from 171,071
Change-5,522 (-3%)
Value$11.9M (-$1.3M)
Filed 2026-11-02
Alliance Private Wealth, LLC
DECREASED
Shares164,603 from 170,319
Change-5,716 (-3%)
Value$11.8M (-$1.3M)
Filed 2026-10-20
Hiley Hunt Wealth Management
INCREASED
Shares164,451 from 159,915
Change+4,536 (+3%)
Value$11.8M (-$498.8K)
Filed 2026-10-08
Affiance Financial, LLC
DECREASED
Shares163,404 from 163,824
Change-420 (0%)
Value$11.8M (-$875.6K)
Filed 2026-10-15
Ellis Investment Partners, LLC
INCREASED
Shares163,201 from 162,859
Change+342 (+0%)
Value$11.7M (-$815.7K)
Filed 2026-10-21
Jmac Enterprises LLC
INCREASED
Shares162,271 from 161,161
Change+1,110 (+1%)
Value$11.7M (-$751.7K)
Filed 2026-10-30
Robinswood Financial LLC
DECREASED
Shares161,587 from 172,241
Change-10,654 (-6%)
Value$11.7M (-$1.6M)
Filed 2026-10-20
Inlight Wealth Management, LLC
INCREASED
Shares161,171 from 143,068
Change+18,103 (+13%)
Value$11.6M (+$564.3K)
Filed 2026-10-21
Rochester Wealth Strategies, LLC
INCREASED
Shares161,164 from 157,434
Change+3,730 (+2%)
Value$11.6M (-$544.0K)
Filed 2026-11-03
IFS Advisors, LLC
DECREASED
Shares160,732 from 161,401
Change-669 (0%)
Value$11.6M (-$880.9K)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares159,211 from 84,257
Change+74,954 (+89%)
Value$11.5M (+$5.0M)
Filed 2026-10-22
Waldron Private Wealth LLC
DECREASED
Shares157,161 from 169,439
Change-12,278 (-7%)
Value$11.3M (-$1.8M)
Filed 2026-11-02
Cullen T Bankers, Inc.
DECREASED
Shares156,824 from 164,030
Change-7,206 (-4%)
Value$11.3M (-$1.4M)
Filed 2026-10-28
Transcendent Capital Group LLC
INCREASED
Shares156,227 from 154,223
Change+2,004 (+1%)
Value$11.2M (-$651.6K)
Filed 2026-10-28
Partnership Wealth Management, LLC
DECREASED
Shares154,625 from 163,831
Change-9,206 (-6%)
Value$11.1M (-$1.5M)
Filed 2026-10-05
KFA Private Wealth Group, LLC
INCREASED
Shares153,371 from 153,357
Change+14 (+0%)
Value$11.0M (-$790.3K)
Filed 2026-10-07
Sage Financial Management Group, Inc.
INCREASED
Shares153,121 from 148,731
Change+4,390 (+3%)
Value$11.0M (-$451.6K)
Filed 2026-11-06
Tompkins Financial Corp
INCREASED
Shares152,425 from 150,851
Change+1,574 (+1%)
Value$11.0M (-$665.1K)
Filed 2026-10-05
Allegheny Financial Group
INCREASED
Shares148,155 from 142,761
Change+5,394 (+4%)
Value$10.7M (-$348.6K)
Filed 2026-11-05
Central Bank & Trust Co
INCREASED
Shares147,166 from 77,787
Change+69,379 (+89%)
Value$10.6M (+$4.6M)
Filed 2026-10-09
Associated Banc-Corp
INCREASED
Shares145,826 from 140,793
Change+5,033 (+4%)
Value$10.5M (-$364.4K)
Filed 2026-10-30
Mascoma Wealth Management LLC
INCREASED
Shares145,324 from 141,435
Change+3,889 (+3%)
Value$10.5M (-$450.0K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares144,775 from 156,993
Change-12,218 (-8%)
Value$10.4M (-$1.7M)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
DECREASED
Shares144,750 from 148,503
Change-3,753 (-3%)
Value$10.4M (-$1.0M)
Filed 2026-10-20
Peoples Bank
INCREASED
Shares142,160 from 131,933
Change+10,227 (+8%)
Value$10.2M (+$55.1K)
Filed 2026-10-26
Eastern Bank
DECREASED
Shares141,508 from 144,466
Change-2,958 (-2%)
Value$10.2M (-$958.2K)
Filed 2026-10-05
United Financial Planning Group LLC
INCREASED
Shares140,473 from 133,020
Change+7,453 (+6%)
Value$10.1M (-$145.6K)
Filed 2026-11-04
Precedent Wealth Partners, LLC
INCREASED
Shares139,849 from 122,813
Change+17,036 (+14%)
Value$10.1M (+$592.0K)
Filed 2026-10-21
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares139,750 from 141,319
Change-1,569 (-1%)
Value$10.1M (-$842.1K)
Filed 2026-10-19
NTV Asset Management LLC
DECREASED
Shares139,740 from 140,386
Change-646 (0%)
Value$10.1M (-$770.9K)
Filed 2026-10-23
David J Yvars Group
INCREASED
Shares139,418 from 137,771
Change+1,647 (+1%)
Value$10.0M (-$592.4K)
Filed 2026-10-09
Sage Private Wealth Group, LLC
NEW
Shares138,629
Change+138,629
Value$10.0M
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares138,384 from 134,458
Change+3,926 (+3%)
Value$10.0M (-$411.4K)
Filed 2026-10-28
Asset Allocation Strategies LLC
DECREASED
Shares137,443 from 139,849
Change-2,406 (-2%)
Value$9.9M (-$894.7K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
DECREASED
Shares137,282 from 138,971
Change-1,689 (-1%)
Value$9.9M (-$838.5K)
Filed 2026-11-03
Clarus Wealth Advisors
INCREASED
Shares134,694 from 130,237
Change+4,457 (+3%)
Value$9.9M (+$158.0K)
Filed 2026-10-13
City Holding Co
INCREASED
Shares133,754 from 124,155
Change+9,599 (+8%)
Value$9.6M (+$50.0K)
Filed 2026-10-19
Destiny Capital Corp
DECREASED
Shares132,495 from 136,003
Change-3,508 (-3%)
Value$9.5M (-$954.2K)
Filed 2026-11-03
Citizens National Bank Trust Department
INCREASED
Shares132,445 from 132,190
Change+255 (+0%)
Value$9.5M (-$663.8K)
Filed 2026-11-04
Schear Investment Advisers, LLC
NEW
Shares132,423
Change+132,423
Value$9.5M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares132,423 from 131,334
Change+1,089 (+1%)
Value$9.5M (-$599.3K)
Filed 2026-10-14
Certified Advisory Corp
DECREASED
Shares132,360 from 150,154
Change-17,794 (-12%)
Value$9.5M (-$2.1M)
Filed 2026-10-29
Wesbanco Bank Inc
INCREASED
Shares132,309 from 130,043
Change+2,266 (+2%)
Value$9.5M (-$508.0K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares130,709 from 124,356
Change+6,353 (+5%)
Value$9.5M (+$1.5K)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares130,031 from 123,014
Change+7,017 (+6%)
Value$9.4M (-$129.9K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares129,458 from 122,759
Change+6,699 (+5%)
Value$9.3M (-$151.4K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares129,203 from 128,779
Change+424 (+0%)
Value$9.3M (-$634.0K)
Filed 2026-10-15
NBH Bank
INCREASED
Shares129,112 from 128,177
Change+935 (+1%)
Value$9.3M (-$594.1K)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares129,015 from 131,835
Change-2,820 (-2%)
Value$9.3M (-$883.2K)
Filed 2026-10-14
Pachira Investments Inc.
DECREASED
Shares128,977 from 134,403
Change-5,426 (-4%)
Value$9.3M (-$1.1M)
Filed 2026-10-14
Aspiriant, LLC
DECREASED
Shares128,383 from 130,018
Change-1,635 (-1%)
Value$9.2M (-$788.6K)
Filed 2026-10-16
Sterling Investment Advisors LLC
INCREASED
Shares127,869 from 121,581
Change+6,288 (+5%)
Value$9.2M (-$174.9K)
Filed 2026-10-27
Richwood Investment Advisors, LLC
DECREASED
Shares127,802 from 130,501
Change-2,699 (-2%)
Value$9.2M (-$867.6K)
Filed 2026-10-30
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares126,077 from 121,671
Change+4,406 (+4%)
Value$9.1M (-$310.8K)
Filed 2026-10-30
Flagship Private Wealth, LLC
INCREASED
Shares123,865 from 121,421
Change+2,444 (+2%)
Value$8.9M (-$450.7K)
Filed 2026-11-05
Boyd Wealth Management, LLC
INCREASED
Shares123,041 from 116,115
Change+6,926 (+6%)
Value$8.9M (-$100.9K)
Filed 2026-10-20
Montis Financial, LLC
DECREASED
Shares121,516 from 122,008
Change-492 (0%)
Value$8.7M (-$664.9K)
Filed 2026-11-04
Summa Corp.
NEW
Shares121,150
Change+121,150
Value$8.7M
Filed 2026-10-30
Birch Hill Investment Advisors LLC
DECREASED
Shares120,710 from 121,065
Change-355 (0%)
Value$8.7M (-$650.2K)
Filed 2026-10-16
ASL Financial, LLC
DECREASED
Shares120,638 from 123,988
Change-3,350 (-3%)
Value$8.7M (-$880.8K)
Filed 2026-10-15
Landmark Wealth Management, LLC
INCREASED
Shares120,172 from 116,576
Change+3,596 (+3%)
Value$8.6M (-$342.8K)
Filed 2026-11-03
Sheets Smith Wealth Management
INCREASED
Shares119,305 from 114,005
Change+5,300 (+5%)
Value$8.6M (-$206.9K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares119,070 from 342,324
Change-223,254 (-65%)
Value$8.6M (-$17.8M)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares118,941 from 125,390
Change-6,449 (-5%)
Value$8.6M (-$1.1M)
Filed 2026-10-30
Boltwood Capital Management
DECREASED
Shares117,430 from 117,935
Change-505 (0%)
Value$8.4M (-$644.9K)
Filed 2026-10-02
Friedenthal Financial
INCREASED
Shares116,631 from 98,239
Change+18,392 (+19%)
Value$8.4M (+$816.4K)
Filed 2026-10-27
Magnolia Capital Management LTD
DECREASED
Shares116,605 from 117,375
Change-770 (-1%)
Value$8.4K (-$661)
Filed 2026-10-09
Stephenson & Company, Inc.
INCREASED
Shares116,085 from 114,533
Change+1,552 (+1%)
Value$8.4M (-$479.3K)
Filed 2026-10-30
Fulton Bank, N.A.
INCREASED
Shares116,057 from 88,064
Change+27,993 (+32%)
Value$8.4M (+$1.6M)
Filed 2026-10-14
Bright Financial Advisors, Inc.
INCREASED
Shares115,233 from 113,232
Change+2,001 (+2%)
Value$8.3M (-$440.5K)
Filed 2026-10-23
Smith Shellnut Wilson LLC
DECREASED
Shares115,130 from 116,017
Change-887 (-1%)
Value$8.3M (-$662.5K)
Filed 2026-10-21
Pennsylvania Capital Management Inc
DECREASED
Shares115,120 from 118,382
Change-3,262 (-3%)
Value$8.3M (-$845.6K)
Filed 2026-11-05
Financial Council, LLC
INCREASED
Shares115,034 from 110,607
Change+4,427 (+4%)
Value$8.3M (-$252.2K)
Filed 2026-11-02
EPG Wealth Management LLC
INCREASED
Shares114,016 from 112,759
Change+1,257 (+1%)
Value$8.2M (-$491.4K)
Filed 2026-11-03
Legacy Trust
INCREASED
Shares113,499 from 110,950
Change+2,549 (+2%)
Value$8.3M (-$232.5K)
Filed 2026-11-06
LifeWealth Investments, LLC
INCREASED
Shares113,362 from 110,312
Change+3,050 (+3%)
Value$8.2M (-$349.7K)
Filed 2026-10-21
North Berkeley Wealth Management, LLC
INCREASED
Shares113,275 from 109,587
Change+3,688 (+3%)
Value$8.2M (-$300.1K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
DECREASED
Shares112,421 from 114,257
Change-1,836 (-2%)
Value$8.1M (-$721.7K)
Filed 2026-10-21
StrongBox Wealth, LLC
DECREASED
Shares112,385 from 152,477
Change-40,092 (-26%)
Value$8.1M (-$3.7M)
Filed 2026-11-02
Tctc Holdings, LLC
INCREASED
Shares112,002 from 110,489
Change+1,513 (+1%)
Value$8.1M (-$461.3K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares111,195 from 106,532
Change+4,663 (+4%)
Value$8.2M (-$61.6K)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares111,043 from 106,443
Change+4,600 (+4%)
Value$8.0M (-$218.3K)
Filed 2026-10-07
Keenan, LLC
INCREASED
Shares110,955 from 109,905
Change+1,050 (+1%)
Value$8.0M (-$491.6K)
Filed 2026-10-23
HWG Holdings LP
INCREASED
Shares110,736 from 78,891
Change+31,845 (+40%)
Value$8.0M (+$1.9M)
Filed 2026-10-08
Alliance Wealth Management Group
DECREASED
Shares110,172 from 122,347
Change-12,175 (-10%)
Value$7.9M (-$1.5M)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
DECREASED
Shares109,994 from 110,425
Change-431 (0%)
Value$8.0M (-$326.3K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares109,532 from 111,596
Change-2,064 (-2%)
Value$7.9M (-$724.4K)
Filed 2026-10-14
Birchbrook, Inc.
INCREASED
Shares109,120 from 107,844
Change+1,276 (+1%)
Value$7.9M (-$464.7K)
Filed 2026-10-14
Madrid Financial Services
DECREASED
Shares108,837 from 108,847
Change-10 (0%)
Value$7.8M (-$562.3K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares108,707 from 112,037
Change-3,330 (-3%)
Value$7.8M (-$817.7K)
Filed 2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED
Shares107,717 from 107,717
Change0 (0%)
Value$8.3M ($0)
Filed 2026-10-22
Bigelow Investment Advisors, LLC
INCREASED
Shares106,909 from 102,935
Change+3,974 (+4%)
Value$7.7M (-$245.3K)
Filed 2026-10-13
Pettinga Financial Advisors LLC
DECREASED
Shares105,609 from 112,454
Change-6,845 (-6%)
Value$7.6M (-$1.1M)
Filed 2026-10-13
Burke & Herbert Bank & Trust Co
DECREASED
Shares105,216 from 105,470
Change-254 (0%)
Value$7.6M (-$562.5K)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
DECREASED
Shares105,158 from 106,019
Change-861 (-1%)
Value$7.6M (-$609.0K)
Filed 2026-10-16
Money Concepts Capital Corp
DECREASED
Shares104,807 from 105,587
Change-780 (-1%)
Value$7.5M (-$601.0K)
Filed 2026-11-06
American National Bank & Trust
DECREASED
Shares104,547 from 105,197
Change-650 (-1%)
Value$7.5M (-$589.6K)
Filed 2026-10-07
Vision Capital Management, Inc.
DECREASED
Shares104,354 from 110,494
Change-6,140 (-6%)
Value$7.5M (-$1.0M)
Filed 2026-10-20
Sound Stewardship, LLC
INCREASED
Shares103,924 from 101,011
Change+2,913 (+3%)
Value$7.5M (-$311.6K)
Filed 2026-10-14
New Hampshire Trust
DECREASED
Shares103,104 from 104,414
Change-1,310 (-1%)
Value$7.4M (-$633.0K)
Filed 2026-10-20
Lebenthal Global Advisors, LLC
INCREASED
Shares102,176 from 101,905
Change+271 (+0%)
Value$7.4M (-$506.3K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares101,790 from 99,555
Change+2,235 (+2%)
Value$7.3M (-$352.9K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares101,170 from 105,026
Change-3,856 (-4%)
Value$7.3M (-$819.4K)
Filed 2026-10-27
Fifth Third Securities, Inc.
INCREASED
Shares101,153 from 64,806
Change+36,347 (+56%)
Value$7.3M (+$2.3M)
Filed 2026-10-21
Topel & Distasi Wealth Management, LLC
INCREASED
Shares101,139 from 100,941
Change+198 (+0%)
Value$7.3M (-$506.6K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
DECREASED
Shares100,579 from 103,238
Change-2,659 (-3%)
Value$7.2M (-$724.0K)
Filed 2026-11-02
Fortitude Family Office, LLC
DECREASED
Shares100,529 from 101,203
Change-674 (-1%)
Value$7.2M (-$570.7K)
Filed 2026-10-14
ADG Wealth Management Group, LLC
INCREASED
Shares99,929 from 99,242
Change+687 (+1%)
Value$7.2M (-$462.7K)
Filed 2026-10-23
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares99,270 from 91,442
Change+7,828 (+9%)
Value$7.1M (+$91.4K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
DECREASED
Shares99,004 from 99,873
Change-869 (-1%)
Value$7.1M (-$577.9K)
Filed 2026-10-14
Gryphon Financial Partners LLC
INCREASED
Shares98,669 from 96,687
Change+1,982 (+2%)
Value$7.1M (-$356.3K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
INCREASED
Shares98,283 from 56,949
Change+41,334 (+73%)
Value$7.1M (+$2.7M)
Filed 2026-10-30
Great Diamond Partners, LLC
INCREASED
Shares98,254 from 92,895
Change+5,359 (+6%)
Value$7.1M (-$93.8K)
Filed 2026-10-13
National Wealth Management Group, LLC
DECREASED
Shares97,874 from 97,933
Change-59 (0%)
Value$7.0M (-$509.5K)
Filed 2026-10-26
Russell Investments Group, Ltd.
INCREASED
Shares97,634 from 90,161
Change+7,473 (+8%)
Value$7.0M (+$72.4K)
Filed 2026-11-06
Artemis Wealth Advisors, LLC
INCREASED
Shares97,151 from 91,825
Change+5,326 (+6%)
Value$7.0M (-$90.6K)
Filed 2026-11-05
Elyxium Wealth, LLC
DECREASED
Shares96,567 from 99,072
Change-2,505 (-3%)
Value$6.9M (-$691.4K)
Filed 2026-10-27
Hicks Capital Management LLC
UNCHANGED
Shares95,978 from 95,978
Change0 (0%)
Value$7.4M ($0)
Filed 2026-10-20
Beese Fulmer Investment Management, Inc.
INCREASED
Shares95,933 from 92,459
Change+3,474 (+4%)
Value$6.9M (-$227.2K)
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares94,791 from 88,321
Change+6,470 (+7%)
Value$6.9M (+$261.1K)
Filed 2026-10-20
Gainline Financial Partners, LLC
INCREASED
Shares94,535 from 93,672
Change+863 (+1%)
Value$6.8M (-$421.2K)
Filed 2026-10-15
Cottage Street Advisors LLC
DECREASED
Shares94,071 from 94,776
Change-705 (-1%)
Value$6.8M (-$527.9K)
Filed 2026-10-19
Grey Ledge Advisors, LLC
INCREASED
Shares93,554 from 89,211
Change+4,343 (+5%)
Value$6.7M (-$147.9K)
Filed 2026-11-02
Ejmk Ventures LLC
INCREASED
Shares93,175 from 85,359
Change+7,816 (+9%)
Value$6.7M (+$121.9K)
Filed 2026-10-21
GreatBanc Trust Co
INCREASED
Shares92,380 from 83,382
Change+8,998 (+11%)
Value$6.6M (+$217.2K)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares92,237 from 90,263
Change+1,974 (+2%)
Value$6.6M (-$323.7K)
Filed 2026-10-28
Kaydan Wealth Management, Inc.
DECREASED
Shares92,135 from 97,660
Change-5,525 (-6%)
Value$6.6M (-$901.5K)
Filed 2026-10-08
Goldstein Advisors, LLC
DECREASED
Shares92,115 from 94,702
Change-2,587 (-3%)
Value$6.6M (-$674.8K)
Filed 2026-10-15
Curat Global, LLC
INCREASED
Shares91,533 from 64,233
Change+27,300 (+43%)
Value$6.6M (-$364.1K)
Filed 2026-10-26
MSH Capital Advisors LLC
INCREASED
Shares91,155 from 88,186
Change+2,969 (+3%)
Value$6.6M (-$241.4K)
Filed 2026-11-03
Ullmann Wealth Partners Group, LLC
DECREASED
Shares91,106 from 93,837
Change-2,731 (-3%)
Value$6.6M (-$680.7K)
Filed 2026-11-02
Lynx Investment Advisory
DECREASED
Shares89,517 from 90,156
Change-639 (-1%)
Value$6.4M (-$511.2K)
Filed 2026-10-27
Old Mission Investment Co LLC
DECREASED
Shares89,292 from 92,138
Change-2,846 (-3%)
Value$6.4M (-$680.2K)
Filed 2026-10-22
United Community Bank
DECREASED
Shares88,727 from 89,727
Change-1,000 (-1%)
Value$6.4M (-$534.9K)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares88,341 from 88,453
Change-112 (0%)
Value$6.4M (-$464.4K)
Filed 2026-10-13
Merkkuri Wealth Advisors LLC
INCREASED
Shares87,519 from 85,479
Change+2,040 (+2%)
Value$6.3M (-$294.3K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares86,990 from 89,209
Change-2,219 (-2%)
Value$6.3M (-$620.0K)
Filed 2026-11-04
Founders Grove Wealth Partners, LLC
DECREASED
Shares86,868 from 87,956
Change-1,088 (-1%)
Value$6.3M (-$532.1K)
Filed 2026-10-16
Midwest Professional Planners, Ltd.
DECREASED
Shares86,432 from 137,108
Change-50,676 (-37%)
Value$6.2M (-$4.4M)
Filed 2026-10-29
Central Trust Co
INCREASED
Shares86,375 from 82,531
Change+3,844 (+5%)
Value$6.2M (-$149.3K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
INCREASED
Shares86,152 from 85,072
Change+1,080 (+1%)
Value$6.2M (-$361.3K)
Filed 2026-10-13
Greenfield Savings Bank
DECREASED
Shares85,406 from 85,619
Change-213 (0%)
Value$6.1M (-$457.1K)
Filed 2026-10-07
Bluedoor Private Wealth, LLC
DECREASED
Shares85,122 from 85,314
Change-192 (0%)
Value$6.1M (-$454.0K)
Filed 2026-11-05
Sonata Capital Group Inc
DECREASED
Shares84,698 from 84,867
Change-169 (0%)
Value$6.1M (-$450.1K)
Filed 2026-10-19
Hengehold Capital Management LLC
INCREASED
Shares84,639 from 84,632
Change+7 (+0%)
Value$6.1M (-$436.2K)
Filed 2026-10-16
Hilltop National Bank
INCREASED
Shares84,567 from 84,563
Change+4 (0%)
Value$6.1M (-$436.1K)
Filed 2026-10-14
Palisade Asset Management, LLC
INCREASED
Shares83,212 from 82,122
Change+1,090 (+1%)
Value$6.0M (-$345.3K)
Filed 2026-11-03
Global Wealth Management, LLC
DECREASED
Shares83,203 from 93,836
Change-10,633 (-11%)
Value$6.0M (-$1.2M)
Filed 2026-10-15
Versant Capital Management, Inc
DECREASED
Shares83,159 from 96,868
Change-13,709 (-14%)
Value$6.0M (-$1.5M)
Filed 2026-10-02
InvesTrust
DECREASED
Shares82,733 from 82,892
Change-159 (0%)
Value$6.0M (-$439.2K)
Filed 2026-10-14
Souders Financial Advisors
DECREASED
Shares82,101 from 83,901
Change-1,800 (-2%)
Value$5.9M (-$562.4K)
Filed 2026-11-03
Parisi Gray Wealth Management
INCREASED
Shares82,079 from 79,654
Change+2,425 (+3%)
Value$5.9M (-$236.5K)
Filed 2026-10-16
LeConte Wealth Management, LLC
DECREASED
Shares81,767 from 89,769
Change-8,002 (-9%)
Value$5.9M (-$1.0M)
Filed 2026-10-20
FC Advisory LLC
INCREASED
Shares81,765 from 81,331
Change+434 (+1%)
Value$5.9M (-$388.5K)
Filed 2026-10-05
American National Bank of Texas
DECREASED
Shares81,290 from 81,399
Change-109 (0%)
Value$5.8M (-$427.9K)
Filed 2026-10-07
Buck Wealth Strategies, LLC
INCREASED
Shares80,895 from 38,158
Change+42,737 (+112%)
Value$5.8M (+$2.9M)
Filed 2026-10-28
Fortress Financial Solutions, LLC
NEW
Shares80,717
Change+80,717
Value$5.8M
Filed 2026-10-14
Macroview Investment Management LLC
INCREASED
Shares80,340 from 78,155
Change+2,185 (+3%)
Value$5.8M (-$246.0K)
Filed 2026-10-26
IronBridge Private Wealth, LLC
DECREASED
Shares79,845 from 82,167
Change-2,322 (-3%)
Value$5.7M (-$591.1K)
Filed 2026-11-03
Middleton & Co Inc
INCREASED
Shares79,010 from 77,905
Change+1,105 (+1%)
Value$5.7M (-$322.5K)
Filed 2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED
Shares78,160 from 78,160
Change0 (0%)
Value$5.3M ($0)
Filed 2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares77,683 from 76,354
Change+1,329 (+2%)
Value$5.6M (-$298.3K)
Filed 2026-11-02
LifeSteps Financial, Inc.
DECREASED
Shares77,634 from 84,255
Change-6,621 (-8%)
Value$5.6M (-$911.1K)
Filed 2026-10-15
Flywheel Private Wealth LLC
INCREASED
Shares77,464 from 73,749
Change+3,715 (+5%)
Value$5.6M (-$113.3K)
Filed 2026-11-02
Newman Dignan & Sheerar, Inc.
INCREASED
Shares76,970 from 76,911
Change+59 (+0%)
Value$5.5M (-$392.6K)
Filed 2026-10-21
Beacon Bank & Trust
INCREASED
Shares76,810 from 67,857
Change+8,953 (+13%)
Value$5.5M (+$294.0K)
Filed 2026-10-27
Greenwood Capital Associates LLC
DECREASED
Shares76,780 from 79,412
Change-2,632 (-3%)
Value$5.5M (-$599.1K)
Filed 2026-10-27
Delta Wealth Advisors LLC
DECREASED
Shares76,495 from 77,466
Change-971 (-1%)
Value$5.5M (-$469.6K)
Filed 2026-10-09
Jacobi Capital Management LLC
DECREASED
Shares76,482 from 78,660
Change-2,178 (-3%)
Value$5.5M (-$562.5K)
Filed 2026-11-05
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares74,934 from 75,726
Change-792 (-1%)
Value$5.4M (-$447.7K)
Filed 2026-10-14
Trust Co of Oklahoma
DECREASED
Shares74,600 from 75,402
Change-802 (-1%)
Value$5.4M (-$446.8K)
Filed 2026-10-15
Busey Bank
DECREASED
Shares74,315 from 76,922
Change-2,607 (-3%)
Value$5.3M (-$584.5K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares74,282 from 72,054
Change+2,228 (+3%)
Value$5.3M (-$211.6K)
Filed 2026-10-26
Blueprint Investment Partners LLC
DECREASED
Shares74,073 from 74,344
Change-271 (0%)
Value$5.3M (-$403.1K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares73,978 from 74,249
Change-271 (0%)
Value$5.3M (-$402.6K)
Filed 2026-10-28
Armbruster Capital Management, Inc.
DECREASED
Shares73,918 from 85,925
Change-12,007 (-14%)
Value$5.3M (-$1.3M)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
DECREASED
Shares73,442 from 74,159
Change-717 (-1%)
Value$5.3M (-$434.3K)
Filed 2026-10-05
Brown Wealth Management, LLC
DECREASED
Shares73,260 from 79,785
Change-6,525 (-8%)
Value$5.3M (-$881.1K)
Filed 2026-10-20
ETF Store, Inc.
INCREASED
Shares73,144 from 66,116
Change+7,028 (+11%)
Value$5.3M (+$164.4K)
Filed 2026-10-19
First Hawaiian Bank
DECREASED
Shares72,445 from 95,715
Change-23,270 (-24%)
Value$5.2M (-$2.2M)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares72,294 from 76,370
Change-4,076 (-5%)
Value$5.2M (-$687.3K)
Filed 2026-10-16
Vilga Financial Planning LLC
DECREASED
Shares72,192 from 72,558
Change-366 (0%)
Value$5.2M (-$400.7K)
Filed 2026-10-09
RFG Advisory, LLC
INCREASED
Shares72,168 from 45,390
Change+26,778 (+59%)
Value$5.2M (+$1.7M)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares72,071 from 69,791
Change+2,280 (+3%)
Value$5.2M (-$196.0K)
Filed 2026-10-14
Alhambra Investment Management LLC
INCREASED
Shares72,039 from 61,036
Change+11,003 (+18%)
Value$5.2M (+$476.7K)
Filed 2026-10-15
Breakwater Capital Group
INCREASED
Shares71,389 from 69,519
Change+1,870 (+3%)
Value$5.1M (-$224.2K)
Filed 2026-10-09
Tenzing Financial LLC
INCREASED
Shares71,230 from 68,102
Change+3,128 (+5%)
Value$5.2M (-$48.7K)
Filed 2026-11-03
Jeter Robert S II
INCREASED
Shares71,105 from 66,156
Change+4,949 (+7%)
Value$5.2M (+$203.2K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares71,046 from 74,790
Change-3,744 (-5%)
Value$5.1M (-$655.4K)
Filed 2026-10-20
Quattro Financial Advisors LLC
DECREASED
Shares70,808 from 71,014
Change-206 (0%)
Value$5.1M (-$381.3K)
Filed 2026-10-15
Joel Isaacson & Co., LLC
INCREASED
Shares70,691 from 61,070
Change+9,621 (+16%)
Value$5.1M (+$377.1K)
Filed 2026-11-05
Convergence Financial, LLC
DECREASED
Shares70,555 from 108,989
Change-38,434 (-35%)
Value$5.1M (-$3.3M)
Filed 2026-10-27
One Day In July LLC
DECREASED
Shares70,343 from 71,942
Change-1,599 (-2%)
Value$5.1M (-$486.3K)
Filed 2026-10-30
First Merchants Corp
INCREASED
Shares70,047 from 67,462
Change+2,585 (+4%)
Value$5.0M (-$162.1K)
Filed 2026-10-15
RDA Financial Network
INCREASED
Shares69,907 from 68,383
Change+1,524 (+2%)
Value$5.0M (-$243.2K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares69,132 from 1,092,516
Change-1,023,384 (-94%)
Value$5.0M (-$79.3M)
Filed 2026-10-21
Councilor Wealth, LLC
DECREASED
Shares69,006 from 73,402
Change-4,396 (-6%)
Value$5.0M (-$695.0K)
Filed 2026-10-09
Madson Wealth Advisors Inc
INCREASED
Shares68,843 from 64,300
Change+4,543 (+7%)
Value$5.0M (-$4.9K)
Filed 2026-10-13
Armor Investment Advisors, LLC
DECREASED
Shares68,437 from 70,435
Change-1,998 (-3%)
Value$4.9M (-$507.2K)
Filed 2026-10-27
Grey Fox Wealth Advisors, LLC
DECREASED
Shares67,917 from 70,774
Change-2,857 (-4%)
Value$4.9M (-$570.8K)
Filed 2026-11-03
Aureum Wealth Management, LLC
INCREASED
Shares67,889 from 65,778
Change+2,111 (+3%)
Value$4.9M (-$187.5K)
Filed 2026-10-15
Cranbrook Wealth Management, LLC
DECREASED
Shares67,862 from 69,186
Change-1,324 (-2%)
Value$4.9M (-$452.3K)
Filed 2026-10-28
Ticino Wealth
INCREASED
Shares67,792 from 65,404
Change+2,388 (+4%)
Value$4.9M (-$165.6K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares67,660 from 68,608
Change-948 (-1%)
Value$4.9M (-$422.2K)
Filed 2026-10-28
Stackstone Wealth, LLC
NEW
Shares67,227
Change+67,227
Value$4.8M
Filed 2026-10-19
Astra Wealth Partners LLC
INCREASED
Shares66,926 from 63,738
Change+3,188 (+5%)
Value$4.8M (-$99.5K)
Filed 2026-11-06
Welch & Forbes LLC
DECREASED
Shares66,829 from 70,729
Change-3,900 (-6%)
Value$4.8M (-$645.6K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares66,668 from 64,877
Change+1,791 (+3%)
Value$4.8M (-$205.9K)
Filed 2026-10-23
Forza Wealth Management, LLC
UNCHANGED
Shares66,452 from 66,452
Change0 (0%)
Value$4.8M (-$342.9K)
Filed 2026-10-20
Fire Capital Management LLC
NEW
Shares66,280
Change+66,280
Value$4.8M
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares66,113 from 64,764
Change+1,349 (+2%)
Value$4.8M (-$237.1K)
Filed 2026-10-22
Sterling Financial Planning, Inc.
DECREASED
Shares65,998 from 66,771
Change-773 (-1%)
Value$4.7M (-$400.2K)
Filed 2026-10-28
Braeburn Wealth Management LLC
DECREASED
Shares65,682 from 82,960
Change-17,278 (-21%)
Value$4.7M (-$1.7M)
Filed 2026-10-15
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares65,438 from 64,243
Change+1,195 (+2%)
Value$4.7M (-$245.5K)
Filed 2026-10-07
Sky Investment Group LLC
INCREASED
Shares65,267 from 64,577
Change+690 (+1%)
Value$4.7M (-$283.6K)
Filed 2026-10-30
Greenspring Advisors, LLC
INCREASED
Shares65,240 from 32,894
Change+32,346 (+98%)
Value$4.7M (+$2.2M)
Filed 2026-11-05
Novem Group
INCREASED
Shares65,173 from 64,790
Change+383 (+1%)
Value$4.7M (-$306.8K)
Filed 2026-10-19
Moller Wealth Partners
UNCHANGED
Shares64,747 from 64,747
Change0 (0%)
Value$4.7M (-$334.1K)
Filed 2026-10-15
Claro Advisors Inc.
INCREASED
Shares64,315 from 59,933
Change+4,382 (+7%)
Value$4.6M (+$6.0K)
Filed 2026-11-02
Bricktown Capital, LLC
UNCHANGED
Shares63,970 from 63,970
Change0 (0%)
Value$4.6M (-$330.1K)
Filed 2026-10-13
McCarley & Cook Financial Planners
INCREASED
Shares63,613 from 63,308
Change+305 (+0%)
Value$4.6M (-$304.7K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
DECREASED
Shares62,979 from 64,109
Change-1,130 (-2%)
Value$4.5M (-$412.2K)
Filed 2026-10-22
Premier Path Wealth Partners, LLC
INCREASED
Shares62,855 from 47,431
Change+15,424 (+33%)
Value$4.5M (+$865.0K)
Filed 2026-10-16
PFG Private Wealth Management, LLC
DECREASED
Shares62,846 from 64,756
Change-1,910 (-3%)
Value$4.5M (-$471.6K)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
DECREASED
Shares62,463 from 64,008
Change-1,545 (-2%)
Value$4.5K (-$4.9M)
Filed 2026-10-21
MidAtlantic Capital Management, Inc.
DECREASED
Shares62,231 from 62,312
Change-81 (0%)
Value$4.5M (-$327.3K)
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares61,936 from 61,936
Change0 (0%)
Value$4.5M (-$207.5K)
Filed 2026-10-28
NBT Bank, N.A.
DECREASED
Shares61,866 from 62,246
Change-380 (-1%)
Value$4.5M (-$348.5K)
Filed 2026-10-21
Vestor Capital, LLC
INCREASED
Shares61,830 from 2,532
Change+59,298 (+2342%)
Value$7.4K (+$7.1K)
Filed 2026-11-04
Parsons Capital Management Inc
DECREASED
Shares61,770 from 64,961
Change-3,191 (-5%)
Value$4.4M (-$564.7K)
Filed 2026-10-28
Hudson Oak Wealth Advisory LLC
INCREASED
Shares61,734 from 59,757
Change+1,977 (+3%)
Value$4.4M (-$166.1K)
Filed 2026-10-16
Syntax Research, Inc.
DECREASED
Shares61,380 from 61,492
Change-112 (0%)
Value$4.4M (-$325.3K)
Filed 2026-11-04
Inman Jager Wealth Management, LLC
INCREASED
Shares61,278 from 61,243
Change+35 (+0%)
Value$4.4M (-$313.5K)
Filed 2026-11-05
Rossby Financial, LCC
DECREASED
Shares59,642 from 65,845
Change-6,203 (-9%)
Value$4.3M (-$786.1K)
Filed 2026-11-05
Petros Family Wealth, LLC
INCREASED
Shares59,470 from 54,924
Change+4,546 (+8%)
Value$4.3M (+$43.6K)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares58,502 from 56,976
Change+1,526 (+3%)
Value$4.2M (-$184.2K)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares58,155 from 58,864
Change-709 (-1%)
Value$4.2M (-$354.8K)
Filed 2026-10-06
CRA Financial Services, LLC
DECREASED
Shares57,892 from 61,395
Change-3,503 (-6%)
Value$4.2M (-$568.9K)
Filed 2026-10-16
Fluent Financial, LLC
DECREASED
Shares57,797 from 57,975
Change-178 (0%)
Value$4.2M (-$312.0K)
Filed 2026-10-13
ProVise Management Group, LLC
DECREASED
Shares57,778 from 60,362
Change-2,584 (-4%)
Value$4.2M (-$497.4K)
Filed 2026-11-06
Clay Northam Wealth Management, LLC
DECREASED
Shares57,380 from 57,730
Change-350 (-1%)
Value$4.1M (-$323.1K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares57,283 from 55,715
Change+1,568 (+3%)
Value$4.1M (-$174.7K)
Filed 2026-11-03
Verus Financial Partners, Inc.
DECREASED
Shares56,685 from 56,758
Change-73 (0%)
Value$4.1M (-$298.1K)
Filed 2026-10-29
Layline Advisors, LLC
DECREASED
Shares56,562 from 56,880
Change-318 (-1%)
Value$4.1M (-$316.4K)
Filed 2026-11-02
Nilsine Partners, LLC
UNCHANGED
Shares56,534 from 56,534
Change0 (0%)
Value$4.1M (-$291.7K)
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares56,208 from 54,649
Change+1,559 (+3%)
Value$4.0M (-$169.8K)
Filed 2026-11-04
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares55,916 from 55,196
Change+720 (+1%)
Value$4.0M (-$233.1K)
Filed 2026-10-20
GenTrust, LLC
DECREASED
Shares55,894 from 56,542
Change-648 (-1%)
Value$4.0M (-$338.4K)
Filed 2026-11-06
AWM Capital, LLC
INCREASED
Shares55,243 from 55,080
Change+163 (+0%)
Value$4.0M (-$272.5K)
Filed 2026-10-16
Abundance Wealth Counselors
DECREASED
Shares55,145 from 66,798
Change-11,653 (-17%)
Value$4.0M (-$1.2M)
Filed 2026-10-26
Gradient Investments LLC
INCREASED
Shares54,678 from 52,979
Change+1,699 (+3%)
Value$3.9M (-$151.1K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares54,617 from 54,089
Change+528 (+1%)
Value$3.9M (-$241.1K)
Filed 2026-11-04
AUA Capital Management, LLC
DECREASED
Shares54,256 from 54,876
Change-620 (-1%)
Value$3.9M (-$327.8K)
Filed 2026-10-15
Vericrest Private Wealth
DECREASED
Shares53,996 from 54,352
Change-356 (-1%)
Value$3.9M (-$306.1K)
Filed 2026-10-21
Investment Partners, Ltd.
INCREASED
Shares53,793 from 26,853
Change+26,940 (+100%)
Value$3.9M (+$1.8M)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares53,771 from 43,070
Change+10,701 (+25%)
Value$3.9M (+$572.6K)
Filed 2026-10-13
Rebalance, LLC
DECREASED
Shares53,705 from 54,270
Change-565 (-1%)
Value$3.9M (-$320.7K)
Filed 2026-10-22
Moors & Cabot, Inc.
INCREASED
Shares53,622 from 47,624
Change+5,998 (+13%)
Value$3.9M (+$185.8K)
Filed 2026-11-06
John A. Wolfe & Associates, Inc.
INCREASED
Shares53,259 from 52,987
Change+272 (+1%)
Value$3.8M (-$253.8K)
Filed 2026-11-06
Heritage Investors Management Corp
DECREASED
Shares52,880 from 54,346
Change-1,466 (-3%)
Value$3.8K (-$4.2M)
Filed 2026-10-29
AGF Management LTD
DECREASED
Shares52,880 from 53,830
Change-950 (-2%)
Value$3.8M (-$346.1K)
Filed 2026-11-03
Arlington Trust Co LLC
UNCHANGED
Shares52,818 from 52,818
Change0 (0%)
Value$3.8M (-$272.5K)
Filed 2026-10-20
Capital Squared Financial LLC
INCREASED
Shares52,358 from 52,001
Change+357 (+1%)
Value$3.8M (-$242.7K)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares52,310 from 50,315
Change+1,995 (+4%)
Value$3.8M (-$116.1K)
Filed 2026-10-26
Variant Private Wealth, LLC
INCREASED
Shares52,162 from 51,504
Change+658 (+1%)
Value$3.8M (-$218.4K)
Filed 2026-10-21
AFG Fiduciary Services Limited Partnership
DECREASED
Shares51,822 from 52,204
Change-382 (-1%)
Value$3.8M (-$175.7K)
Filed 2026-10-21
Advisory Solutions Group, LLC
INCREASED
Shares51,598 from 48,454
Change+3,144 (+6%)
Value$3.7M (-$23.8K)
Filed 2026-10-14
GEM Asset Management, LLC
DECREASED
Shares51,298 from 55,153
Change-3,855 (-7%)
Value$3.7M (-$561.9K)
Filed 2026-10-13
Lpwm LLC
INCREASED
Shares50,759 from 47,307
Change+3,452 (+7%)
Value$3.7M (+$4.3K)
Filed 2026-10-20
Camden National Bank
DECREASED
Shares50,716 from 50,871
Change-155 (0%)
Value$3.6M (-$273.6K)
Filed 2026-11-02
Global Trust Wealth Management LLC
INCREASED
Shares50,578 from 50,293
Change+285 (+1%)
Value$3.6M (-$239.0K)
Filed 2026-10-14
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares50,249 from 50,192
Change+57 (+0%)
Value$3.6M (-$254.9K)
Filed 2026-11-06
Wedbush Securities Inc
INCREASED
Shares50,120 from 46,568
Change+3,552 (+8%)
Value$3.6K (-$3.6M)
Filed 2026-10-22
Brown Miller Wealth Management, LLC
INCREASED
Shares49,913 from 45,894
Change+4,019 (+9%)
Value$3.6M (+$52.4K)
Filed 2026-11-02
ForthRight Wealth Management, LLC
DECREASED
Shares49,556 from 50,455
Change-899 (-2%)
Value$3.6M (-$325.0K)
Filed 2026-11-06
Sowell Financial Services LLC
DECREASED
Shares49,545 from 49,869
Change-324 (-1%)
Value$3.6M (-$280.6K)
Filed 2026-10-23
Crumly & Associates Inc.
UNCHANGED
Shares49,193 from 49,193
Change0 (0%)
Value$3.5M (-$253.8K)
Filed 2026-10-07
Nolet Wealth Management, LLC
UNCHANGED
Shares49,119 from 49,119
Change0 (0%)
Value$3.5M (-$253.5K)
Filed 2026-10-15
Center for Financial Planning, Inc.
DECREASED
Shares48,535 from 48,654
Change-119 (0%)
Value$3.5M (-$259.6K)
Filed 2026-10-26
Securian Asset Management, Inc
UNCHANGED
Shares48,410 from 48,410
Change0 (0%)
Value$3.5M (-$173.8K)
Filed 2026-11-06
General Partner, Inc.
UNCHANGED
Shares48,296 from 48,296
Change0 (0%)
Value$3.5M (-$249.2K)
Filed 2026-10-05
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares48,267 from 51,864
Change-3,597 (-7%)
Value$3.5M (-$526.4K)
Filed 2026-10-16
Oakworth Capital, Inc.
UNCHANGED
Shares48,178 from 48,178
Change0 (0%)
Value$3.5M (-$235.5K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
INCREASED
Shares47,825 from 44,901
Change+2,924 (+7%)
Value$3.4M (-$21.3K)
Filed 2026-10-28
Quadcap Wealth Management, LLC
DECREASED
Shares47,463 from 47,528
Change-65 (0%)
Value$3.4M (-$249.9K)
Filed 2026-11-02
Flagstar Securities, Inc
INCREASED
Shares47,459 from 41,841
Change+5,618 (+13%)
Value$3.4M (+$188.2K)
Filed 2026-10-15
KPP Advisory Services LLC
DECREASED
Shares47,307 from 52,526
Change-5,219 (-10%)
Value$3.4M (-$646.6K)
Filed 2026-10-26
Fisher Asset Management, LLC
DECREASED
Shares47,183 from 77,003
Change-29,820 (-39%)
Value$3.4M (-$2.5M)
Filed 2026-11-06
True Private Wealth Advisors
DECREASED
Shares47,047 from 47,363
Change-316 (-1%)
Value$3.4M (-$267.1K)
Filed 2026-10-19
Cushing Capital Partners, LLC
INCREASED
Shares46,653 from 44,649
Change+2,004 (+4%)
Value$3.4M (-$86.2K)
Filed 2026-10-20
C2c Wealth Management, LLC
INCREASED
Shares46,624 from 46,623
Change+1 (0%)
Value$3.4M (-$240.5K)
Filed 2026-10-20
Biltmore Family Office, LLC
UNCHANGED
Shares46,562 from 46,562
Change0 (0%)
Value$3.4M (-$240.3K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares46,345 from 43,890
Change+2,455 (+6%)
Value$3.3M (-$49.8K)
Filed 2026-10-21
Taylor Financial Group, Inc.
INCREASED
Shares45,937 from 43,735
Change+2,202 (+5%)
Value$3.3M (-$67.2K)
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares45,836 from 46,423
Change-587 (-1%)
Value$3.3M (-$281.8K)
Filed 2026-10-28
High Net Worth Advisory Group LLC
DECREASED
Shares45,739 from 49,637
Change-3,898 (-8%)
Value$3.3M (-$536.6K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares44,851 from 42,948
Change+1,903 (+4%)
Value$3.2M (-$84.7K)
Filed 2026-10-08
Missouri Trust & Investment Co
DECREASED
Shares44,687 from 44,855
Change-168 (0%)
Value$3.2M (-$161.0K)
Filed 2026-11-04
Bank of New Hampshire
DECREASED
Shares44,534 from 46,050
Change-1,516 (-3%)
Value$3.2M (-$346.7K)
Filed 2026-10-06
Townsend Asset Management Corp
DECREASED
Shares44,404 from 44,729
Change-325 (-1%)
Value$3.2M (-$254.2K)
Filed 2026-10-29
Embree Financial Group
DECREASED
Shares44,327 from 44,511
Change-184 (0%)
Value$3.2M (-$242.9K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED
Shares44,200 from 13,223
Change+30,977 (+234%)
Value$3.2M (+$2.2M)
Filed 2026-11-02
Genesis Private Wealth, LLC
DECREASED
Shares44,126 from 50,031
Change-5,905 (-12%)
Value$3.2M (-$683.0K)
Filed 2026-11-02
Pacific Park Financial, Inc.
DECREASED
Shares43,814 from 44,099
Change-285 (-1%)
Value$3.2M (-$248.1K)
Filed 2026-10-13
Mechanics Bank Trust Department
INCREASED
Shares43,571 from 42,685
Change+886 (+2%)
Value$3.1M (-$156.5K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED
Shares43,384 from 45,749
Change-2,365 (-5%)
Value$3.1M (-$406.2K)
Filed 2026-10-08
SWP Financial LLC
DECREASED
Shares43,193 from 43,278
Change-85 (0%)
Value$3.1M (-$229.5K)
Filed 2026-10-23
Joel Adams & Associates, Inc.
INCREASED
Shares43,173 from 42,959
Change+214 (+1%)
Value$3.1M (-$206.3K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
INCREASED
Shares43,164 from 42,828
Change+336 (+1%)
Value$3.1K (-$196)
Filed 2026-10-27
Sapient Capital LLC
INCREASED
Shares43,084 from 42,052
Change+1,032 (+2%)
Value$3.1M (-$142.7K)
Filed 2026-10-08
First Heartland Consultants, Inc.
INCREASED
Shares43,006 from 40,496
Change+2,510 (+6%)
Value$3.1M (-$28.3K)
Filed 2026-10-08
Basso Capital Management, L.P.
INCREASED
Shares42,606 from 36,811
Change+5,795 (+16%)
Value$3.1M (+$227.0K)
Filed 2026-10-30
Delta Financial Advisors LLC
INCREASED
Shares42,467 from 42,155
Change+312 (+1%)
Value$3.1M (-$195.1K)
Filed 2026-10-27
Mlp3, LLC
INCREASED
Shares42,401 from 38,698
Change+3,703 (+10%)
Value$3.1M (+$66.8K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
DECREASED
Shares42,115 from 43,070
Change-955 (-2%)
Value$3.0M (-$291.0K)
Filed 2026-10-29
Lakeshore Financial Planning, Inc.
INCREASED
Shares41,751 from 36,084
Change+5,667 (+16%)
Value$3.0M (+$221.5K)
Filed 2026-10-13
XML Financial, LLC
DECREASED
Shares41,334 from 42,319
Change-985 (-2%)
Value$3.0M (-$289.2K)
Filed 2026-10-29
Indivisible Partners
INCREASED
Shares41,284 from 36,725
Change+4,559 (+12%)
Value$3.0M (+$138.6K)
Filed 2026-10-26
Colony Family Offices, LLC
UNCHANGED
Shares40,862 from 40,862
Change0 (0%)
Value$2.9M (-$210.8K)
Filed 2026-10-22
NorthLanding Financial Partners, LLC
DECREASED
Shares40,701 from 41,609
Change-908 (-2%)
Value$2.9M (-$280.0K)
Filed 2026-10-15
Ballew Advisors, Inc
DECREASED
Shares40,516 from 41,899
Change-1,383 (-3%)
Value$3.0M (-$214.6K)
Filed 2026-10-05
Wetzel Investment Advisors, Inc.
DECREASED
Shares40,510 from 41,651
Change-1,141 (-3%)
Value$2.9M (-$297.0K)
Filed 2026-10-13
Ascent Wealth Partners, LLC
DECREASED
Shares40,370 from 41,221
Change-851 (-2%)
Value$2.9M (-$273.9K)
Filed 2026-10-23
Summit Investment Advisory Services, LLC
INCREASED
Shares40,280 from 40,261
Change+19 (+0%)
Value$2.9M (-$206.4K)
Filed 2026-11-03
Adkins Seale Capital Management LLC
INCREASED
Shares40,208 from 39,659
Change+549 (+1%)
Value$2.9M (-$165.2K)
Filed 2026-10-27
Cosner Financial Group, LLC
INCREASED
Shares40,027 from 38,407
Change+1,620 (+4%)
Value$2.9M (-$81.6K)
Filed 2026-11-03
Univest Financial Corp
INCREASED
Shares39,777 from 38,610
Change+1,167 (+3%)
Value$2.9M (-$115.3K)
Filed 2026-11-05
LVZ, Inc.
DECREASED
Shares39,555 from 58,601
Change-19,046 (-32%)
Value$2.8M (-$1.7M)
Filed 2026-10-20
Rockwood Wealth Management, LLC
UNCHANGED
Shares39,429 from 39,429
Change0 (0%)
Value$2.8M (-$203.5K)
Filed 2026-10-27
Adirondack Capital Advisors, LLC
DECREASED
Shares39,098 from 40,003
Change-905 (-2%)
Value$2.8M (-$271.5K)
Filed 2026-10-09
Golden State Wealth Management, LLC
DECREASED
Shares39,040 from 39,821
Change-781 (-2%)
Value$2.8M (-$261.7K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares39,019 from 38,932
Change+87 (+0%)
Value$2.8M (-$142.5K)
Filed 2026-10-19
Confluence Wealth Services, Inc.
INCREASED
Shares38,903 from 35,727
Change+3,176 (+9%)
Value$2.8M (+$44.7K)
Filed 2026-11-05
Diversified Portfolios, Inc.
INCREASED
Shares38,827 from 38,712
Change+115 (+0%)
Value$2.8M (-$191.5K)
Filed 2026-11-04
Canandaigua National Bank & Trust Co
DECREASED
Shares38,705 from 55,195
Change-16,490 (-30%)
Value$2.8M (-$1.5M)
Filed 2026-10-07
Willow Creek Wealth Management Inc.
DECREASED
Shares38,565 from 39,514
Change-949 (-2%)
Value$2.8M (-$272.2K)
Filed 2026-10-26
Baker Avenue Asset Management, LP
INCREASED
Shares38,462 from 36,479
Change+1,983 (+5%)
Value$2.8M (-$45.6K)
Filed 2026-11-06
Wealth Group Ltd
DECREASED
Shares38,413 from 38,912
Change-499 (-1%)
Value$2.8M (-$181.4K)
Filed 2026-10-07
Parkside Financial Bank & Trust
DECREASED
Shares38,363 from 39,353
Change-990 (-3%)
Value$2.8M (-$274.3K)
Filed 2026-10-27
SigFig Wealth Management, LLC
DECREASED
Shares38,186 from 53,698
Change-15,512 (-29%)
Value$2.7M (-$1.4M)
Filed 2026-10-07
Patten Group, Inc.
INCREASED
Shares38,184 from 37,174
Change+1,010 (+3%)
Value$2.7M (-$119.1K)
Filed 2026-10-26
BayBridge Capital Group, LLC
DECREASED
Shares38,166 from 100,620
Change-62,454 (-62%)
Value$2.7M (-$5.0M)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares37,958 from 30,996
Change+6,962 (+22%)
Value$2.7M (+$341.0K)
Filed 2026-10-19
Arsenal Capital Advisors LLC
INCREASED
Shares37,875 from 32,612
Change+5,263 (+16%)
Value$2.7M (+$210.4K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED
Shares37,666 from 36,839
Change+827 (+2%)
Value$2.7M (-$130.6K)
Filed 2026-10-19
Towerpoint Wealth, LLC
DECREASED
Shares37,323 from 37,511
Change-188 (0%)
Value$2.7M (-$207.1K)
Filed 2026-10-13
SVB Wealth LLC
INCREASED
Shares37,296 from 36,392
Change+904 (+2%)
Value$2.7M (-$122.7K)
Filed 2026-11-06
KCM Investment Advisors LLC
DECREASED
Shares37,249 from 38,995
Change-1,746 (-4%)
Value$2.7M (-$326.8K)
Filed 2026-10-27
Vaquero Private Wealth, LTD
DECREASED
Shares37,104 from 37,169
Change-65 (0%)
Value$2.7M (-$196.5K)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares37,022 from 34,884
Change+2,138 (+6%)
Value$2.7M (-$26.2K)
Filed 2026-11-03
Willis Johnson Wealth, Inc.
INCREASED
Shares36,343 from 34,425
Change+1,918 (+6%)
Value$2.6M (-$39.6K)
Filed 2026-11-03
Washburn Capital Management, Inc.
INCREASED
Shares36,327 from 29,162
Change+7,165 (+25%)
Value$2.6M (+$365.0K)
Filed 2026-10-19
Ascentis Independent Advisors
INCREASED
Shares36,150 from 2,274
Change+33,876 (+1490%)
Value$2.6M (+$2.4M)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares36,124 from 35,601
Change+523 (+1%)
Value$2.6M (-$146.1K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares36,110
Change+36,110
Value$2.6K
Filed 2026-11-03
Bensler, LLC
DECREASED
Shares36,071 from 36,185
Change-114 (0%)
Value$2.6M (-$194.9K)
Filed 2026-11-05
Bison Wealth, LLC
INCREASED
Shares36,041 from 33,035
Change+3,006 (+9%)
Value$2.6M (+$112.2K)
Filed 2026-10-13
Smart Wealth LLC
INCREASED
Shares35,707 from 9,043
Change+26,664 (+295%)
Value$2.6M (+$1.9M)
Filed 2026-11-04
Sherman Asset Management, Inc.
UNCHANGED
Shares35,646 from 35,646
Change0 (0%)
Value$2.6M (-$183.9K)
Filed 2026-11-05
Antonelli Financial Advisors, LLC
INCREASED
Shares35,540 from 35,534
Change+6 (+0%)
Value$2.6M (-$183.0K)
Filed 2026-10-13
Opinicus Capital, Inc.
INCREASED
Shares35,493 from 35,326
Change+167 (+0%)
Value$2.6M (-$170.2K)
Filed 2026-10-28
Tranquility Partners, LLC
INCREASED
Shares35,402 from 34,924
Change+478 (+1%)
Value$2.5M (-$144.4K)
Filed 2026-10-20
Cordgrass Capital Advisors, LLC
INCREASED
Shares35,280 from 34,677
Change+603 (+2%)
Value$2.5M (-$135.5K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares35,192 from 33,696
Change+1,496 (+4%)
Value$2.5M (-$66.2K)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares35,136 from 24,175
Change+10,961 (+45%)
Value$2.5M (+$663.9K)
Filed 2026-10-14
4Wealth Advisors, Inc.
INCREASED
Shares35,104 from 5,807
Change+29,297 (+505%)
Value$2.5M (+$2.1M)
Filed 2026-10-13
Schmidt P J Investment Management Inc
INCREASED
Shares34,966 from 34,218
Change+748 (+2%)
Value$2.5M (-$122.7K)
Filed 2026-11-02
Carnegie Investment Counsel
INCREASED
Shares34,895 from 32,801
Change+2,094 (+6%)
Value$2.5M (-$18.6K)
Filed 2026-10-20
Advus Financial Partners, LLC
DECREASED
Shares34,827 from 37,647
Change-2,820 (-7%)
Value$2.5M (-$397.2K)
Filed 2026-10-20
Trinity Financial Advisors LLC
INCREASED
Shares34,750 from 34,090
Change+660 (+2%)
Value$2.5M (-$128.4K)
Filed 2026-10-09
MY Wealth Management Inc.
DECREASED
Shares34,260 from 34,272
Change-12 (0%)
Value$2.5M (-$177.7K)
Filed 2026-10-21
Sentinel Trust Co LBA
INCREASED
Shares33,893 from 30,260
Change+3,633 (+12%)
Value$2.4M (+$2.4M)
Filed 2026-11-03
Gerald Baker Financial Group LLC
INCREASED
Shares33,817 from 33,743
Change+74 (+0%)
Value$2.4M (-$168.8K)
Filed 2026-10-09
Harmony Asset Management LLC
INCREASED
Shares33,675 from 15,855
Change+17,820 (+112%)
Value$2.4M (+$1.2M)
Filed 2026-10-20
HBK Sorce Advisory LLC
DECREASED
Shares33,351 from 35,978
Change-2,627 (-7%)
Value$2.4M (-$379.7K)
Filed 2026-11-06
SeaBridge Investment Advisors LLC
INCREASED
Shares33,183 from 33,000
Change+183 (+1%)
Value$2.4M (-$157.1K)
Filed 2026-11-02
Fairman Group, LLC
DECREASED
Shares33,028 from 34,770
Change-1,742 (-5%)
Value$2.4M (-$304.7K)
Filed 2026-10-26
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares32,990 from 33,159
Change-169 (-1%)
Value$2.4M (-$183.2K)
Filed 2026-10-26
AGH Wealth Advisors, LLC
NEW
Shares32,858
Change+32,858
Value$2.4M
Filed 2026-10-26
Brady Family Wealth, LLC
DECREASED
Shares32,839 from 33,225
Change-386 (-1%)
Value$2.4M (-$199.2K)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares32,830 from 9,598
Change+23,232 (+242%)
Value$2.4M (+$1.6M)
Filed 2026-10-15
GW Henssler & Associates LTD
INCREASED
Shares32,744 from 32,449
Change+295 (+1%)
Value$2.4M (-$146.2K)
Filed 2026-10-26
Exchange Bank
DECREASED
Shares32,725 from 32,861
Change-136 (0%)
Value$2.4M (-$179.3K)
Filed 2026-10-07
Gateway Investment Advisers LLC
NEW
Shares32,682
Change+32,682
Value$2.4M
Filed 2026-10-13
Bedel Financial Consulting, Inc.
INCREASED
Shares32,436 from 32,421
Change+15 (+0%)
Value$2.3M (-$166.2K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares32,377 from 30,090
Change+2,287 (+8%)
Value$2.3M (+$9.3K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares31,949 from 29,389
Change+2,560 (+9%)
Value$2.3M (+$32.5K)
Filed 2026-10-29
Polaris Investment Advisors, LLC
DECREASED
Shares31,834 from 33,729
Change-1,895 (-6%)
Value$2.3M (-$310.4K)
Filed 2026-10-20
Arcadia Investment Advisors LLC
UNCHANGED
Shares31,756 from 31,756
Change0 (0%)
Value$2.3M (-$163.9K)
Filed 2026-10-13
Orrstown Financial Services Inc
INCREASED
Shares31,693 from 31,287
Change+406 (+1%)
Value$2.3M (-$132.2K)
Filed 2026-10-14
Harbour Capital Advisors, LLC
INCREASED
Shares31,690 from 31,605
Change+85 (+0%)
Value$2.3M (-$111.5K)
Filed 2026-10-13
St. Clair Advisors, LLC
INCREASED
Shares31,571 from 31,549
Change+22 (+0%)
Value$2.3M (-$161.2K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares31,420 from 31,420
Change0 (0%)
Value$2.3M (-$162.1K)
Filed 2026-11-05
Finward Bancorp
INCREASED
Shares31,418 from 31,036
Change+382 (+1%)
Value$2.3M (-$132.7K)
Filed 2026-10-14
ERn Financial, LLC
INCREASED
Shares31,366 from 30,721
Change+645 (+2%)
Value$2.3M (-$112.0K)
Filed 2026-10-28
Lyell Wealth Management, LP
DECREASED
Shares31,335 from 32,385
Change-1,050 (-3%)
Value$2.3M (-$242.7K)
Filed 2026-10-30
Wolff Wiese Magana LLC
INCREASED
Shares31,215 from 28,614
Change+2,601 (+9%)
Value$2.2M (+$39.5K)
Filed 2026-10-15
HCR Wealth Advisors
UNCHANGED
Shares31,210 from 31,210
Change0 (0%)
Value$2.2M (-$161.0K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares31,039 from 31,039
Change0 (0%)
Value$2.2M (-$160.2K)
Filed 2026-11-04
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares30,478 from 30,950
Change-472 (-2%)
Value$2.2M (-$193.7K)
Filed 2026-10-06
Philadelphia Trust Co
UNCHANGED
Shares30,475 from 30,475
Change0 (0%)
Value$2.2M (-$157.0K)
Filed 2026-11-05
Mullaney, Keating & Wright, Inc.
INCREASED
Shares30,407 from 28,625
Change+1,782 (+6%)
Value$2.2M (-$19.5K)
Filed 2026-10-19
Dale Q Rice Investment Management Ltd
INCREASED
Shares30,329 from 29,934
Change+395 (+1%)
Value$2.2M (-$126.0K)
Filed 2026-10-09
Capital City Trust Co
DECREASED
Shares30,316 from 30,968
Change-652 (-2%)
Value$2.2M (-$206.7K)
Filed 2026-10-22
TopTier Wealth Management, LLC
INCREASED
Shares30,207 from 19,362
Change+10,845 (+56%)
Value$2.2M (+$680.4K)
Filed 2026-10-16
OFS Enterprise LLC
DECREASED
Shares30,171 from 32,604
Change-2,433 (-7%)
Value$2.2M (-$343.3K)
Filed 2026-10-16
Black Diamond Financial, LLC
DECREASED
Shares30,160 from 30,161
Change-1 (0%)
Value$2.2M (-$155.7K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares30,136
Change+30,136
Value$2.2M
Filed 2026-11-04
Apex Wealth Management, LLC
INCREASED
Shares29,899 from 29,810
Change+89 (+0%)
Value$2.2M (-$147.4K)
Filed 2026-10-20
Selby Wealth Management, LLC
DECREASED
Shares29,837 from 31,222
Change-1,385 (-4%)
Value$2.1M (-$260.8K)
Filed 2026-10-16
Deutsche Bank Ag\
UNCHANGED
Shares29,574 from 29,574
Change0 (0%)
Value$2.1M (-$152.6K)
Filed 2026-11-06
Chapin Davis, Inc.
INCREASED
Shares29,368 from 26,565
Change+2,803 (+11%)
Value$2.1M (+$64.6K)
Filed 2026-10-09
Forte Asset Management LLC
DECREASED
Shares29,367 from 29,439
Change-72 (0%)
Value$2.1M (-$157.1K)
Filed 2026-10-13
Barclays PLC
DECREASED
Shares29,163 from 428,400
Change-399,237 (-93%)
Value$2.1M (-$30.9M)
Filed 2026-11-06
Trust Point Inc.
INCREASED
Shares29,047 from 28,983
Change+64 (+0%)
Value$2.1M (-$144.9K)
Filed 2026-10-27
Calamos Wealth Management LLC
INCREASED
Shares29,002 from 28,069
Change+933 (+3%)
Value$2.1M (-$77.7K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED
Shares28,933 from 29,008
Change-75 (0%)
Value$2.1M (-$155.1K)
Filed 2026-10-26
BridgePort Financial Solutions, LLC
INCREASED
Shares28,840 from 25,685
Change+3,155 (+12%)
Value$2.1M (+$94.4K)
Filed 2026-11-02
Argentarii, LLC
DECREASED
Shares28,787 from 28,820
Change-33 (0%)
Value$2.1M (-$170.1K)
Filed 2026-10-28
Factor Wealth Management LTD
DECREASED
Shares28,647 from 34,217
Change-5,570 (-16%)
Value$2.1M (-$577.3K)
Filed 2026-10-08
MFA Wealth Services
INCREASED
Shares28,604 from 28,273
Change+331 (+1%)
Value$2.1M (-$122.1K)
Filed 2026-10-14
Leo Wealth, LLC
NEW
Shares28,597
Change+28,597
Value$2.1M
Filed 2026-10-26
Almanack Investment Partners, Llc.
DECREASED
Shares28,434 from 29,355
Change-921 (-3%)
Value$2.0M (-$217.7K)
Filed 2026-11-03
Huntleigh Advisors, Inc.
INCREASED
Shares28,373 from 28,151
Change+222 (+1%)
Value$2.0M (-$129.4K)
Filed 2026-11-03
Capital Management Associates, Inc
DECREASED
Shares28,265 from 28,275
Change-10 (0%)
Value$2.0M (-$146.6K)
Filed 2026-10-20
Atwater Malick LLC
UNCHANGED
Shares28,255 from 28,255
Change0 (0%)
Value$2.0M (-$145.8K)
Filed 2026-10-15
Symphony Financial, Ltd. Co.
DECREASED
Shares28,154 from 30,242
Change-2,088 (-7%)
Value$2.0M (-$292.4K)
Filed 2026-10-22
Amarillo National Bank
INCREASED
Shares27,992 from 27,845
Change+147 (+1%)
Value$2.0M (-$133.1K)
Filed 2026-10-23
Moneco Advisors, LLC
DECREASED
Shares27,948 from 28,012
Change-64 (0%)
Value$2.0M (-$149.2K)
Filed 2026-11-05
Regatta Capital Group, LLC
INCREASED
Shares27,943 from 27,893
Change+50 (+0%)
Value$2.0M (-$140.3K)
Filed 2026-10-23
Crusonia Wealth Advisors LLC
INCREASED
Shares27,913 from 24,178
Change+3,735 (+15%)
Value$2.0M (+$144.0K)
Filed 2026-10-26
Security Benefit Life Insurance Co
INCREASED
Shares27,900 from 10,000
Change+17,900 (+179%)
Value$2.0M (+$1.2M)
Filed 2026-11-05
JSF Financial, LLC
DECREASED
Shares27,602 from 27,671
Change-69 (0%)
Value$2.0M (-$147.7K)
Filed 2026-10-22
Maple Capital Management, Inc.
DECREASED
Shares27,577 from 29,924
Change-2,347 (-8%)
Value$2.0M (-$323.3K)
Filed 2026-11-02
Enzi Wealth
UNCHANGED
Shares27,574 from 27,574
Change0 (0%)
Value$2.0M (-$63.7K)
Filed 2026-10-14
SpringVest Wealth Management LLC
DECREASED
Shares27,569 from 28,470
Change-901 (-3%)
Value$2.0M (-$211.7K)
Filed 2026-10-27
Alliance Wealth Advisors, LLC
DECREASED
Shares27,566 from 27,776
Change-210 (-1%)
Value$2.0M (-$158.4K)
Filed 2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares27,556 from 24,921
Change+2,635 (+11%)
Value$2.0M (+$61.0K)
Filed 2026-10-28
Amplius Wealth Advisors, LLC
INCREASED
Shares27,554 from 25,092
Change+2,462 (+10%)
Value$2.0M (+$47.7K)
Filed 2026-10-20
Sentinel Advisory Group, LLC
DECREASED
Shares27,513 from 27,537
Change-24 (0%)
Value$2.0M (-$143.8K)
Filed 2026-10-20
Weinberger Asset Management, Inc
INCREASED
Shares27,479 from 27,470
Change+9 (+0%)
Value$2.0M (-$90.5K)
Filed 2026-10-28
Kathmere Capital Management, LLC
INCREASED
Shares27,473 from 25,410
Change+2,063 (+8%)
Value$2.0M (+$17.3K)
Filed 2026-10-20
Financial Partners Group, Inc
INCREASED
Shares27,234 from 27,119
Change+115 (+0%)
Value$2.0M (-$131.7K)
Filed 2026-10-19
Weaver Consulting Group
INCREASED
Shares27,096 from 16,110
Change+10,986 (+68%)
Value$1.9M (+$707.3K)
Filed 2026-10-07
Cooper Financial Group
INCREASED
Shares27,073 from 26,861
Change+212 (+1%)
Value$1.9M (-$123.4K)
Filed 2026-10-07
International Assets Investment Management, LLC
DECREASED
Shares26,893 from 26,998
Change-105 (0%)
Value$2.0M (-$108.6K)
Filed 2026-11-02
Princeton Global Asset Management LLC
INCREASED
Shares26,877 from 26,571
Change+306 (+1%)
Value$1.9M (-$115.1K)
Filed 2026-10-21
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares26,863 from 30,393
Change-3,530 (-12%)
Value$1.9M (-$410.8K)
Filed 2026-10-14
Darden Wealth Group Inc
DECREASED
Shares26,838 from 27,076
Change-238 (-1%)
Value$1.9M (-$156.8K)
Filed 2026-11-06
Wealth Effects LLC
UNCHANGED
Shares26,570 from 26,570
Change0 (0%)
Value$1.9M (-$137.1K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares26,487 from 24,885
Change+1,602 (+6%)
Value$1.9M (-$13.1K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares26,476 from 9,021
Change+17,455 (+193%)
Value$1.9M (+$1.2M)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares26,454 from 14,549
Change+11,905 (+82%)
Value$1.9M (+$781.5K)
Filed 2026-11-04
SilverOak Wealth Management LLC
INCREASED
Shares26,277 from 24,469
Change+1,808 (+7%)
Value$1.9M (+$3.8K)
Filed 2026-10-29
One Way Holdings LLC
INCREASED
Shares26,269 from 23,213
Change+3,056 (+13%)
Value$1.9M (+$100.1K)
Filed 2026-10-29
Endeavor Private Wealth, Inc.
INCREASED
Shares26,238 from 24,414
Change+1,824 (+7%)
Value$1.9M (+$5.3K)
Filed 2026-11-05
S.E.E.D. Planning Group LLC
INCREASED
Shares26,206 from 14,275
Change+11,931 (+84%)
Value$1.9M (+$784.8K)
Filed 2026-10-07
Corundum Group, Inc.
DECREASED
Shares26,055 from 27,055
Change-1,000 (-4%)
Value$1.9M (-$211.6K)
Filed 2026-10-28
Investment Advisory Services Inc
DECREASED
Shares26,022 from 26,456
Change-434 (-2%)
Value$1.9M (-$167.7K)
Filed 2026-10-27
Heritage Wealth Management, Inc. s
DECREASED
Shares25,699 from 28,408
Change-2,709 (-10%)
Value$1.8M (-$341.4K)
Filed 2026-11-06
1834 Investment Advisors Co
DECREASED
Shares25,654 from 26,979
Change-1,325 (-5%)
Value$1.8M (-$234.5K)
Filed 2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares25,634 from 25,616
Change+18 (+0%)
Value$1.8M (-$130.9K)
Filed 2026-10-15
LexAurum Advisors, LLC
INCREASED
Shares25,565 from 25,226
Change+339 (+1%)
Value$1.8M (-$105.8K)
Filed 2026-10-19
Richards, Merrill & Peterson, Inc.
DECREASED
Shares25,309 from 25,735
Change-426 (-2%)
Value$1.8M (-$163.5K)
Filed 2026-10-19
Angeles Wealth Management, LLC
DECREASED
Shares25,292 from 25,437
Change-145 (-1%)
Value$1.8M (-$141.7K)
Filed 2026-10-26
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares25,199 from 26,303
Change-1,104 (-4%)
Value$1.8M (-$215.2K)
Filed 2026-10-29
Ascent Group, LLC
DECREASED
Shares25,010 from 26,467
Change-1,457 (-5%)
Value$1.8M (-$241.4K)
Filed 2026-10-30
Tred Avon Family Wealth, LLC
INCREASED
Shares25,005 from 25,004
Change+1 (0%)
Value$1.8M (-$128.9K)
Filed 2026-10-20
Valpey Financial Services, LLC
DECREASED
Shares24,979 from 25,753
Change-774 (-3%)
Value$1.8M (-$188.6K)
Filed 2026-10-30
Noble Wealth Management PBC
DECREASED
Shares24,799 from 25,081
Change-282 (-1%)
Value$1.8M (-$149.7K)
Filed 2026-10-01
Texas Bank & Trust Co
INCREASED
Shares24,794 from 24,134
Change+660 (+3%)
Value$1.8M (-$77.0K)
Filed 2026-11-04
Atticus Wealth Management, LLC
INCREASED
Shares24,784 from 24,737
Change+47 (+0%)
Value$1.8M (-$124.3K)
Filed 2026-10-20
Gainplan LLC
INCREASED
Shares24,719 from 23,720
Change+999 (+4%)
Value$1.8M (-$50.5K)
Filed 2026-10-09
Revolve Wealth Partners, LLC
DECREASED
Shares24,655 from 25,391
Change-736 (-3%)
Value$1.8M (-$183.9K)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares24,584 from 23,960
Change+624 (+3%)
Value$1.8M (-$78.7K)
Filed 2026-11-05
River's Edge Wealth Management, LLC
DECREASED
Shares24,534 from 24,923
Change-389 (-2%)
Value$1.8M (-$109.9K)
Filed 2026-10-19
WP Advisors, LLC
DECREASED
Shares24,528 from 27,855
Change-3,327 (-12%)
Value$1.8M (-$383.1K)
Filed 2026-10-22
CrossGen Wealth, LLC
DECREASED
Shares24,477 from 25,077
Change-600 (-2%)
Value$1.8M (-$172.6K)
Filed 2026-10-30
Element Pointe Advisors, LLC
UNCHANGED
Shares24,445 from 24,445
Change0 (0%)
Value$1.8M (-$126.2K)
Filed 2026-10-21
DecisionMap Wealth Management, LLC
INCREASED
Shares24,425 from 22,058
Change+2,367 (+11%)
Value$1.8M (+$56.5K)
Filed 2026-10-29
Baron Financial Group, LLC
INCREASED
Shares24,422 from 23,337
Change+1,085 (+5%)
Value$1.8M (-$42.4K)
Filed 2026-10-09
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares24,404 from 23,877
Change+527 (+2%)
Value$1.8M (-$85.3K)
Filed 2026-10-09
Cora Capital Advisors LLC
DECREASED
Shares24,383 from 24,396
Change-13 (0%)
Value$1.8M (-$126.8K)
Filed 2026-11-02
Tepp RIA, LLC
INCREASED
Shares24,227 from 22,674
Change+1,553 (+7%)
Value$1.7M (-$5.3K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
UNCHANGED
Shares24,113 from 24,113
Change0 (0%)
Value$1.7M (-$124.4K)
Filed 2026-11-05
Innealta Capital, LLC
DECREASED
Shares24,084 from 24,567
Change-483 (-2%)
Value$1.7M (-$161.5K)
Filed 2026-11-02
Duncker Streett & Co Inc
UNCHANGED
Shares23,972 from 23,972
Change0 (0%)
Value$1.7M (-$123.6K)
Filed 2026-10-27
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares23,912 from 24,026
Change-114 (0%)
Value$1.7M (-$132.2K)
Filed 2026-10-27
Cadinha & Co LLC
DECREASED
Shares23,875 from 24,079
Change-204 (-1%)
Value$1.7M (-$138.9K)
Filed 2026-10-22
Procyon Advisors, LLC
INCREASED
Shares23,844 from 22,415
Change+1,429 (+6%)
Value$1.7M (-$12.8K)
Filed 2026-10-21
Condor Capital Management
DECREASED
Shares23,836 from 24,135
Change-299 (-1%)
Value$1.7M (-$146.1K)
Filed 2026-11-06
BigSur Wealth Management LLC
UNCHANGED
Shares23,750 from 23,750
Change0 (0%)
Value$1.7M (-$122.6K)
Filed 2026-10-13
Tortoise Investment Management, LLC
DECREASED
Shares23,738 from 25,069
Change-1,331 (-5%)
Value$1.7M (-$225.2K)
Filed 2026-11-06
21 West Wealth Management LLC
DECREASED
Shares23,636 from 23,916
Change-280 (-1%)
Value$1.7M (-$143.6K)
Filed 2026-10-13
Carrera Capital Advisors
INCREASED
Shares23,547 from 23,431
Change+116 (+1%)
Value$1.7M (-$112.6K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares23,540
Change+23,540
Value$1.7M
Filed 2026-10-19
KG Capital Management
INCREASED
Shares23,471 from 22,862
Change+609 (+3%)
Value$1.7M (-$74.2K)
Filed 2026-10-15
Peterson Wealth Advisors, LLC
DECREASED
Shares23,342 from 24,906
Change-1,564 (-6%)
Value$1.7M (-$241.0K)
Filed 2026-10-08
Blankinship & Foster, LLC
DECREASED
Shares23,275 from 23,405
Change-130 (-1%)
Value$1.7M (-$130.1K)
Filed 2026-10-19
Great Lakes Advisors, LLC
INCREASED
Shares23,167 from 20,045
Change+3,122 (+16%)
Value$1.7M (+$121.2K)
Filed 2026-11-06
Trueblood Wealth Management, LLC
INCREASED
Shares23,162 from 21,384
Change+1,778 (+8%)
Value$1.7M (+$17.6K)
Filed 2026-10-23
International Private Wealth Advisors LLC
INCREASED
Shares23,151 from 22,304
Change+847 (+4%)
Value$1.7M (-$54.1K)
Filed 2026-11-05
S.A. Mason LLC
INCREASED
Shares23,127 from 23,074
Change+53 (+0%)
Value$1.7M (-$115.2K)
Filed 2026-10-13
71 West Capital Partners
UNCHANGED
Shares22,933 from 22,933
Change0 (0%)
Value$1.7M (-$118.3K)
Filed 2026-11-04
Godsey & Gibb, Inc
INCREASED
Shares22,890 from 21,937
Change+953 (+4%)
Value$1.6M (-$44.6K)
Filed 2026-10-14
Culbertson A N & Co Inc
INCREASED
Shares22,887 from 22,829
Change+58 (+0%)
Value$1.6M (-$113.6K)
Filed 2026-10-21
Brady Martz Wealth Solutions, LLC
INCREASED
Shares22,882 from 17,358
Change+5,524 (+32%)
Value$1.6M (+$307.9K)
Filed 2026-11-05
Ignite Planners, LLC
DECREASED
Shares22,782 from 23,524
Change-742 (-3%)
Value$1.6M (-$171.0K)
Filed 2026-10-14
FF Advisors,LLC
INCREASED
Shares22,753 from 17,765
Change+4,988 (+28%)
Value$1.6M (+$267.2K)
Filed 2026-10-21
Granite Islands Private Wealth, LLC
INCREASED
Shares22,657 from 22,611
Change+46 (+0%)
Value$1.6M (-$112.9K)
Filed 2026-10-16
Reynders McVeigh Capital Management, LLC
DECREASED
Shares22,618 from 23,015
Change-397 (-2%)
Value$1.6M (-$147.6K)
Filed 2026-10-30
Churchill Financial Advisors, LLC
DECREASED
Shares22,609 from 24,546
Change-1,937 (-8%)
Value$1.6M (-$266.0K)
Filed 2026-10-20
Traynor Capital Management, Inc.
DECREASED
Shares22,574 from 23,377
Change-803 (-3%)
Value$1.6M (-$178.4K)
Filed 2026-10-29
Samalin Investment Counsel, LLC
INCREASED
Shares22,404 from 21,470
Change+934 (+4%)
Value$1.6M (-$43.6K)
Filed 2026-10-23
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares22,402 from 17,380
Change+5,022 (+29%)
Value$1.6M (+$271.7K)
Filed 2026-10-22
First County Bank
INCREASED
Shares22,296 from 21,119
Change+1,177 (+6%)
Value$1.6M (-$24.3K)
Filed 2026-10-13
Dana Investment Advisors, Inc.
UNCHANGED
Shares21,990 from 21,990
Change0 (0%)
Value$1.6M (-$113.5K)
Filed 2026-11-06
SevenBridge Financial Group, LLC
DECREASED
Shares21,529 from 22,522
Change-993 (-4%)
Value$1.6M (-$178.4K)
Filed 2026-10-26
Smith Thornton Advisors LLC
UNCHANGED
Shares21,505 from 21,505
Change0 (0%)
Value$1.5M (-$70.8K)
Filed 2026-10-16
MMA Asset Management LLC
INCREASED
Shares21,391 from 20,850
Change+541 (+3%)
Value$1.5M (-$68.6K)
Filed 2026-11-02
GGM Financial LLC
DECREASED
Shares21,373 from 23,640
Change-2,267 (-10%)
Value$1.5M (-$285.1K)
Filed 2026-11-05
Smith Salley Wealth Management
INCREASED
Shares21,372 from 8,081
Change+13,291 (+164%)
Value$1.5M (+$914.6K)
Filed 2026-11-03
Donor Advised Charitable Giving, Inc.
INCREASED
Shares21,313 from 21,109
Change+204 (+1%)
Value$1.5M (-$94.3K)
Filed 2026-10-28
Clear Investment Research, LLC
INCREASED
Shares21,278 from 21,225
Change+53 (+0%)
Value$1.5M (-$105.7K)
Filed 2026-11-06
Kavar Capital Partners Group, LLC
DECREASED
Shares21,214 from 21,227
Change-13 (0%)
Value$1.5M (-$110.5K)
Filed 2026-11-06
Portus Wealth Advisors, LLC
INCREASED
Shares21,210 from 20,724
Change+486 (+2%)
Value$1.5M (-$72.0K)
Filed 2026-10-13
Pinnacle Financial Group, LLC / IL
INCREASED
Shares21,197 from 21,138
Change+59 (+0%)
Value$1.5M (-$104.8K)
Filed 2026-10-29
William Mack & Associates, Inc.
INCREASED
Shares21,050 from 20,121
Change+929 (+5%)
Value$1.5M (-$37.0K)
Filed 2026-10-27
Legacy Advisors, LLC
UNCHANGED
Shares21,044 from 21,044
Change0 (0%)
Value$1.5M (-$108.6K)
Filed 2026-10-19
Certuity, LLC
INCREASED
Shares20,985 from 14,577
Change+6,408 (+44%)
Value$1.5M (+$385.9K)
Filed 2026-11-02
Shakespeare Wealth Management, LLC
NEW
Shares20,969
Change+20,969
Value$1.5M
Filed 2026-10-28
Thompson Investment Management, Inc.
INCREASED
Shares20,966 from 20,132
Change+834 (+4%)
Value$1.5M (-$43.9K)
Filed 2026-10-14
Integrity Wealth Advisors, Inc.
NEW
Shares20,926
Change+20,926
Value$1.5M
Filed 2026-10-29
Nordwand Advisors, LLC
DECREASED
Shares20,837 from 26,796
Change-5,959 (-22%)
Value$1.5M (-$567.0K)
Filed 2026-11-05
Motive Wealth Advisors
UNCHANGED
Shares20,785 from 20,785
Change0 (0%)
Value$1.5M (-$107.3K)
Filed 2026-10-26
Creekside Partners
INCREASED
Shares20,682 from 20,662
Change+20 (+0%)
Value$1.5M (-$105.2K)
Filed 2026-11-04
Triad Wealth Partners, LLC
INCREASED
Shares20,580 from 17,318
Change+3,262 (+19%)
Value$1.5M (+$162.7K)
Filed 2026-10-26
Sage Capital Management, LLC
INCREASED
Shares20,360 from 20,304
Change+56 (+0%)
Value$1.5M (-$100.8K)
Filed 2026-10-20
Fusion Family Wealth, LLC
INCREASED
Shares20,349 from 20,303
Change+46 (+0%)
Value$1.5M (-$101.5K)
Filed 2026-11-02
626 Financial, LLC
INCREASED
Shares20,245 from 20,229
Change+16 (+0%)
Value$1.5M (-$103.2K)
Filed 2026-11-04
Lincoln Capital LLC
DECREASED
Shares20,221 from 20,222
Change-1 (0%)
Value$1.5M (-$101.4K)
Filed 2026-10-09
Three Seasons Wealth, LLC
DECREASED
Shares20,144 from 20,222
Change-78 (0%)
Value$1.4M (-$110.0K)
Filed 2026-11-03
Lynch Investment Planning, LLC
DECREASED
Shares20,118 from 21,060
Change-942 (-4%)
Value$1.4M (-$176.5K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
INCREASED
Shares20,088 from 20,077
Change+11 (+0%)
Value$1.4M (-$102.8K)
Filed 2026-10-09
Essex Bank
DECREASED
Shares20,065 from 20,182
Change-117 (-1%)
Value$1.4M (-$112.6K)
Filed 2026-10-16
ZWJ Investment Counsel Inc
INCREASED
Shares19,876 from 19,673
Change+203 (+1%)
Value$1.4M (-$86.9K)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
DECREASED
Shares19,833 from 20,023
Change-190 (-1%)
Value$1.4M (-$88.6K)
Filed 2026-10-29
Johnson & White Wealth Management, LLC
DECREASED
Shares19,829 from 19,916
Change-87 (0%)
Value$1.4M (-$109.0K)
Filed 2026-11-03
Fortis Group Advisors, LLC
DECREASED
Shares19,827 from 19,917
Change-90 (0%)
Value$1.5M (-$81.9K)
Filed 2026-11-06
Heck Capital Advisors, LLC
INCREASED
Shares19,807 from 18,178
Change+1,629 (+9%)
Value$1.4M (+$23.4K)
Filed 2026-10-14
MW Advisory, LLC
INCREASED
Shares19,750 from 19,431
Change+319 (+2%)
Value$1.4M (-$77.3K)
Filed 2026-10-19
Box Hill Private Wealth LLC
INCREASED
Shares19,733 from 15,447
Change+4,286 (+28%)
Value$1.4M (+$228.7K)
Filed 2026-10-05
First Financial Bank - Trust Division
INCREASED
Shares19,725 from 14,619
Change+5,106 (+35%)
Value$1.4M (+$291.9K)
Filed 2026-10-01
Compound Planning, Inc.
DECREASED
Shares19,652 from 26,879
Change-7,227 (-27%)
Value$1.4M (-$658.6K)
Filed 2026-11-05
Clearwater Capital Advisors, LLC
DECREASED
Shares19,615 from 21,470
Change-1,855 (-9%)
Value$1.4M (-$244.3K)
Filed 2026-11-06
CGN Advisors LLC
INCREASED
Shares19,585 from 19,506
Change+79 (+0%)
Value$1.4M (-$94.9K)
Filed 2026-10-21
Retirement Planning Group, LLC
DECREASED
Shares19,365 from 19,854
Change-489 (-2%)
Value$1.4M (-$137.6K)
Filed 2026-10-19
Continuum Wealth Advisors, LLC
UNCHANGED
Shares19,298 from 19,298
Change0 (0%)
Value$1.4M (-$99.6K)
Filed 2026-10-20
Correct Capital Wealth Management
UNCHANGED
Shares19,225 from 19,225
Change0 (0%)
Value$1.4M (-$99.2K)
Filed 2026-11-02
Fell Capital Management
UNCHANGED
Shares19,205 from 19,205
Change0 (0%)
Value$1.4M (-$99.1K)
Filed 2026-10-09
Private Wealth Group, LLC
UNCHANGED
Shares19,186 from 19,186
Change0 (0%)
Value$1.4M (-$99.0K)
Filed 2026-10-19
Mogy Joel R Investment Counsel Inc
INCREASED
Shares19,127 from 11,622
Change+7,505 (+65%)
Value$1.4M (+$480.0K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
DECREASED
Shares19,122 from 34,738
Change-15,616 (-45%)
Value$1.4M (-$1.3M)
Filed 2026-10-26
Tannin Capital LLC
INCREASED
Shares19,080 from 19,070
Change+10 (+0%)
Value$1.4M (-$97.7K)
Filed 2026-11-05
Cathy Pareto & Associates, Inc
INCREASED
Shares19,065 from 18,401
Change+664 (+4%)
Value$1.4M (-$47.2K)
Filed 2026-10-15
CWS Financial Advisors, LLC
DECREASED
Shares19,010 from 19,339
Change-329 (-2%)
Value$1.4M (-$123.5K)
Filed 2026-10-16
Ledyard National Bank
UNCHANGED
Shares18,929 from 18,929
Change0 (0%)
Value$1.4M (-$97.7K)
Filed 2026-10-21
Cypress Capital Group
DECREASED
Shares18,928 from 20,361
Change-1,433 (-7%)
Value$1.4M (-$208.2K)
Filed 2026-11-03
Evensky & Katz LLC
DECREASED
Shares18,914 from 21,050
Change-2,136 (-10%)
Value$1.4K (-$1.6M)
Filed 2026-10-27
Gilpin Wealth Management, LLC
DECREASED
Shares18,747 from 18,883
Change-136 (-1%)
Value$1.3M (-$107.2K)
Filed 2026-10-09
Bright Futures Wealth Management, Llc.
DECREASED
Shares18,728 from 19,163
Change-435 (-2%)
Value$1.3M (-$130.2K)
Filed 2026-10-23
Pioneer Trust Bank N A
UNCHANGED
Shares18,700 from 18,700
Change0 (0%)
Value$1.3M (-$96.5K)
Filed 2026-11-06
waypoint wealth counsel
INCREASED
Shares18,632 from 15,807
Change+2,825 (+18%)
Value$1.3M (+$121.7K)
Filed 2026-10-22
Wealth Management Partners, LLC
DECREASED
Shares18,621 from 19,407
Change-786 (-4%)
Value$1.3M (-$156.7K)
Filed 2026-10-21
Watershed Private Wealth LLC
DECREASED
Shares18,509 from 19,873
Change-1,364 (-7%)
Value$1.3M (-$200.7K)
Filed 2026-10-30
KWB Wealth
DECREASED
Shares18,494 from 18,497
Change-3 (0%)
Value$1.3M (-$95.7K)
Filed 2026-10-16
Tritonpoint Wealth, LLC
DECREASED
Shares18,418 from 18,624
Change-206 (-1%)
Value$1.3M (-$110.9K)
Filed 2026-10-19
Salem Investment Counselors Inc
DECREASED
Shares18,209 from 18,345
Change-136 (-1%)
Value$1.3M (-$104.4K)
Filed 2026-10-13
Cardinal Point Capital Management ULC
INCREASED
Shares18,119 from 18,002
Change+117 (+1%)
Value$1.3M (-$84.4K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
DECREASED
Shares18,022 from 23,052
Change-5,030 (-22%)
Value$1.3M (-$480.9K)
Filed 2026-10-19
Trust Co of Toledo NA
DECREASED
Shares17,928 from 18,048
Change-120 (-1%)
Value$1.3M (-$101.8K)
Filed 2026-10-16
Dodds Wealth, LLC
INCREASED
Shares17,924 from 17,714
Change+210 (+1%)
Value$1.3M (-$76.3K)
Filed 2026-11-02
Tufton Capital Management
DECREASED
Shares17,900 from 17,909
Change-9 (0%)
Value$1.3K (-$1.4M)
Filed 2026-10-20
Mann Financial Group, Inc.
DECREASED
Shares17,750 from 17,932
Change-182 (-1%)
Value$1.3M (-$105.6K)
Filed 2026-10-15
Ceera Investments, LLC
INCREASED
Shares17,673 from 3,995
Change+13,678 (+342%)
Value$1.3M (+$963.5K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares17,656 from 16,672
Change+984 (+6%)
Value$1.3M (-$15.2K)
Filed 2026-11-04
Nikulski Financial, Inc.
DECREASED
Shares17,619 from 18,659
Change-1,040 (-6%)
Value$1.3M (-$171.1K)
Filed 2026-11-06
Sageworth Trust Co
DECREASED
Shares17,502 from 31,440
Change-13,938 (-44%)
Value$1.3M (-$1.2M)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED
Shares17,464 from 17,152
Change+312 (+2%)
Value$1.3M (-$66.1K)
Filed 2026-10-27
EnRich Financial Partners LLC
DECREASED
Shares17,367 from 17,468
Change-101 (-1%)
Value$1.2M (-$97.4K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
DECREASED
Shares17,245 from 17,509
Change-264 (-2%)
Value$1.2M (-$109.4K)
Filed 2026-10-15
Brandywine OAK Private Wealth LLC
INCREASED
Shares17,175 from 15,088
Change+2,087 (+14%)
Value$1.2M (+$72.3K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
DECREASED
Shares17,163 from 21,523
Change-4,360 (-20%)
Value$1.2M (-$424.7K)
Filed 2026-10-14
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares17,103 from 17,103
Change0 (0%)
Value$1.2M (-$88.3K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
INCREASED
Shares16,942 from 16,510
Change+432 (+3%)
Value$1.2M (-$54.1K)
Filed 2026-11-03
Crew Capital Management, Ltd
DECREASED
Shares16,916 from 17,181
Change-265 (-2%)
Value$1.2M (-$107.7K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares16,897 from 16,687
Change+210 (+1%)
Value$1.2M (-$70.9K)
Filed 2026-11-03
Cove Private Wealth, LLC
INCREASED
Shares16,880 from 15,580
Change+1,300 (+8%)
Value$1.2M (+$13.1K)
Filed 2026-10-28
Financial Planning Navigators Corp
INCREASED
Shares16,852 from 14,865
Change+1,987 (+13%)
Value$1.2M (+$66.3K)
Filed 2026-10-14
Nicholas Hoffman & Company, Llc.
INCREASED
Shares16,824 from 16,819
Change+5 (+0%)
Value$1.2M (-$86.4K)
Filed 2026-10-30
Stonebridge Financial Group, LLC
DECREASED
Shares16,812 from 21,184
Change-4,372 (-21%)
Value$1.2M (-$423.9K)
Filed 2026-10-01
Ascentis Wealth Management, LLC
INCREASED
Shares16,738 from 16,628
Change+110 (+1%)
Value$1.2M (-$77.9K)
Filed 2026-11-03
Evanson Financial, LLC
UNCHANGED
Shares16,684 from 16,684
Change0 (0%)
Value$1.2M (-$86.1K)
Filed 2026-10-23
Smith Partners Wealth Management, LLC
DECREASED
Shares16,669 from 17,079
Change-410 (-2%)
Value$1.2M (-$117.6K)
Filed 2026-11-05
Balentine LLC
INCREASED
Shares16,648 from 14,958
Change+1,690 (+11%)
Value$1.2M (+$44.4K)
Filed 2026-11-03
Thrive Wealth Management, LLC
DECREASED
Shares16,613 from 17,092
Change-479 (-3%)
Value$1.2M (-$122.6K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares16,529 from 16,528
Change+1 (+0%)
Value$1.2M (-$85.2K)
Filed 2026-10-23
G&S Capital LLC
DECREASED
Shares16,526 from 17,915
Change-1,389 (-8%)
Value$1.2M (-$192.4K)
Filed 2026-10-23
Patten & Patten Inc
UNCHANGED
Shares16,469 from 16,469
Change0 (0%)
Value$1.2M (-$85.0K)
Filed 2026-10-26
Buttonwood Financial Advisors Inc.
DECREASED
Shares16,386 from 16,651
Change-265 (-2%)
Value$1.2M (-$105.0K)
Filed 2026-10-13
Cowa, LLC
DECREASED
Shares16,326 from 16,716
Change-390 (-2%)
Value$1.2M (-$114.3K)
Filed 2026-10-30
Intergy Private Wealth, LLC
INCREASED
Shares16,297 from 15,535
Change+762 (+5%)
Value$1.2M (-$25.4K)
Filed 2026-10-16
High Note Wealth, LLC
UNCHANGED
Shares16,218 from 16,218
Change0 (0%)
Value$1.2M (-$83.7K)
Filed 2026-10-27
Willis Investment Counsel
UNCHANGED
Shares16,164 from 16,164
Change0 (0%)
Value$1.2M (-$83.4K)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
DECREASED
Shares16,160 from 16,410
Change-250 (-2%)
Value$1.2M (-$102.7K)
Filed 2026-11-05
Third View Private Wealth, LLC
INCREASED
Shares16,132 from 12,363
Change+3,769 (+30%)
Value$1.2M (+$207.4K)
Filed 2026-10-30
Appleton Partners Inc
DECREASED
Shares16,099 from 16,226
Change-127 (-1%)
Value$1.2K (-$1.2M)
Filed 2026-10-30
Costello Asset Management, Inc
DECREASED
Shares16,086 from 16,279
Change-193 (-1%)
Value$1.2M (-$97.9K)
Filed 2026-10-30
Stevens Capital Partners
INCREASED
Shares16,072 from 15,079
Change+993 (+7%)
Value$1.2M (-$6.3K)
Filed 2026-10-29
Ashton Thomas Securities, LLC
NEW
Shares16,063
Change+16,063
Value$1.2M
Filed 2026-10-26
Westhampton Capital, LLC
INCREASED
Shares16,030 from 15,935
Change+95 (+1%)
Value$1.2M (-$75.4K)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares16,000 from 15,958
Change+42 (+0%)
Value$1.2M (-$79.3K)
Filed 2026-10-19
Collective Family Office LLC
DECREASED
Shares15,998 from 16,892
Change-894 (-5%)
Value$1.2M (-$151.5K)
Filed 2026-10-05
Urban Wealth Management, LLC
DECREASED
Shares15,954 from 16,005
Change-51 (0%)
Value$1.1M (-$86.3K)
Filed 2026-10-21
Willner & Heller, LLC
DECREASED
Shares15,803 from 15,912
Change-109 (-1%)
Value$1.1M (-$90.0K)
Filed 2026-10-28
Gerber, LLC
UNCHANGED
Shares15,780 from 15,780
Change0 (0%)
Value$1.1M (-$81.4K)
Filed 2026-10-21
Howland Capital Management LLC
DECREASED
Shares15,771 from 15,865
Change-94 (-1%)
Value$1.1M (-$88.6K)
Filed 2026-10-22
Plante Moran Financial Advisors, LLC
INCREASED
Shares15,769 from 13,699
Change+2,070 (+15%)
Value$1.1M (+$78.2K)
Filed 2026-11-04
BIP Wealth, LLC
INCREASED
Shares15,759 from 13,977
Change+1,782 (+13%)
Value$1.1M (+$56.1K)
Filed 2026-10-22
KOM Wealth Management Group, LLC
DECREASED
Shares15,738 from 22,414
Change-6,676 (-30%)
Value$1.1M (-$596.1K)
Filed 2026-10-15
Allstreet Capital Advisors LLC
DECREASED
Shares15,694 from 16,290
Change-596 (-4%)
Value$1.1M (-$126.9K)
Filed 2026-11-04
Stenger Family Office, LLC
DECREASED
Shares15,591 from 15,905
Change-314 (-2%)
Value$1.1M (-$84.2K)
Filed 2026-10-22
Financial Insights, Inc.
INCREASED
Shares15,590 from 14,398
Change+1,192 (+8%)
Value$1.1M (+$11.5K)
Filed 2026-10-27
Waters Parkerson & Co., LLC
INCREASED
Shares15,547 from 14,605
Change+942 (+6%)
Value$1.1M (-$7.6K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
DECREASED
Shares15,503 from 17,130
Change-1,627 (-9%)
Value$1.1M (-$205.4K)
Filed 2026-10-22
Principle Wealth Partners LLC
DECREASED
Shares15,490 from 16,794
Change-1,304 (-8%)
Value$1.1M (-$180.4K)
Filed 2026-11-02
Occidental Asset Management, LLC
DECREASED
Shares15,465 from 15,688
Change-223 (-1%)
Value$1.1M (-$97.0K)
Filed 2026-11-05
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares15,400 from 15,500
Change-100 (-1%)
Value$1.1M (-$87.2K)
Filed 2026-10-13
Wealth Dimensions Group, Ltd.
INCREASED
Shares15,381 from 14,558
Change+823 (+6%)
Value$1.1M (-$15.9K)
Filed 2026-11-02
Roan Capital Partners
INCREASED
Shares15,361 from 13,955
Change+1,406 (+10%)
Value$1.1M (+$29.2K)
Filed 2026-10-09
LVM Capital Management LTD
INCREASED
Shares15,326 from 15,286
Change+40 (+0%)
Value$1.1M (+$1.1M)
Filed 2026-10-20
Berman McAleer LLC
INCREASED
Shares15,311 from 14,841
Change+470 (+3%)
Value$1.1M (-$42.8K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares15,278 from 9,069
Change+6,209 (+68%)
Value$1.1M (+$399.9K)
Filed 2026-10-07
Worth Asset Management, LLC
NEW
Shares15,112
Change+15,112
Value$1.1M
Filed 2026-10-07
Victory Financial Group, LLC
INCREASED
Shares15,097 from 6,565
Change+8,532 (+130%)
Value$1.1M (+$580.0K)
Filed 2026-10-27
Ipswich Investment Management Co., Inc.
INCREASED
Shares15,080 from 15,003
Change+77 (+1%)
Value$1.1M (-$71.9K)
Filed 2026-10-13
Allen Capital Group, LLC
DECREASED
Shares15,063 from 15,227
Change-164 (-1%)
Value$1.1M (-$90.4K)
Filed 2026-10-27
Central Pacific Bank - Trust Division
INCREASED
Shares15,044 from 13,460
Change+1,584 (+12%)
Value$1.1M (+$44.5K)
Filed 2026-10-06
Focus Financial Network, Inc.
INCREASED
Shares15,006 from 13,669
Change+1,337 (+10%)
Value$1.1M (+$25.7K)
Filed 2026-10-14
Beirne Wealth Consulting Services, LLC
INCREASED
Shares14,833 from 14,607
Change+226 (+2%)
Value$1.1M (-$59.2K)
Filed 2026-10-19
Private Wealth Management Group, LLC
INCREASED
Shares14,833 from 14,635
Change+198 (+1%)
Value$1.1M (-$61.3K)
Filed 2026-10-19
Carret Asset Management, LLC
INCREASED
Shares14,749 from 14,494
Change+255 (+2%)
Value$1.1M (-$56.4K)
Filed 2026-11-04
Sunpointe, LLC
DECREASED
Shares14,742 from 17,928
Change-3,186 (-18%)
Value$1.1M (-$321.7K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
DECREASED
Shares14,713 from 15,095
Change-382 (-3%)
Value$1.1M (-$105.4K)
Filed 2026-10-30
Moneywise, Inc.
DECREASED
Shares14,622 from 21,100
Change-6,478 (-31%)
Value$1.1M (-$575.0K)
Filed 2026-10-30
Stanley-Laman Group, Ltd.
DECREASED
Shares14,537 from 14,601
Change-64 (0%)
Value$1.0M (-$79.9K)
Filed 2026-10-20
Kooman & Associates
INCREASED
Shares14,516 from 14,463
Change+53 (+0%)
Value$1.0M (-$70.8K)
Filed 2026-10-21
Verus Capital Partners, LLC
INCREASED
Shares14,435 from 14,405
Change+30 (+0%)
Value$1.0M (-$72.1K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
DECREASED
Shares14,426 from 15,520
Change-1,094 (-7%)
Value$1.0M (-$158.8K)
Filed 2026-11-02
Old Port Advisors
DECREASED
Shares14,421 from 14,714
Change-293 (-2%)
Value$1.0M (-$97.0K)
Filed 2026-10-23
Interchange Capital Partners, LLC
UNCHANGED
Shares14,397 from 14,397
Change0 (0%)
Value$1.0M (-$74.3K)
Filed 2026-10-28
Uptown Financial Advisors LLC
UNCHANGED
Shares14,333 from 14,333
Change0 (0%)
Value$1.0M (-$74.0K)
Filed 2026-10-15
Balefire, LLC
DECREASED
Shares14,309 from 17,249
Change-2,940 (-17%)
Value$1.0M (-$300.6K)
Filed 2026-10-09
Retirement Wealth Solutions LLC
INCREASED
Shares14,271 from 14,237
Change+34 (+0%)
Value$1.0M (-$71.0K)
Filed 2026-10-07
Traphagen Investment Advisors LLC
DECREASED
Shares14,240 from 16,463
Change-2,223 (-13%)
Value$1.0M (-$244.9K)
Filed 2026-10-14
Sweeney & Michel, LLC
INCREASED
Shares14,224 from 14,028
Change+196 (+1%)
Value$1.0M (-$67.8K)
Filed 2026-10-16
Droms Strauss Advisors Inc
INCREASED
Shares14,220 from 14,217
Change+3 (+0%)
Value$1.0M (-$73.1K)
Filed 2026-11-03
Chatham Capital Group, Inc.
UNCHANGED
Shares14,165 from 14,165
Change0 (0%)
Value$1.0M (-$73.1K)
Filed 2026-10-16
Brookmont Capital Management
DECREASED
Shares14,149 from 14,162
Change-13 (0%)
Value$1.0M (-$74.0K)
Filed 2026-10-23
Root Financial Partners, LLC
DECREASED
Shares14,003 from 14,860
Change-857 (-6%)
Value$1.0M (-$138.3K)
Filed 2026-10-21
Courage Miller Partners, LLC
INCREASED
Shares13,969 from 13,767
Change+202 (+1%)
Value$1.0M (-$56.5K)
Filed 2026-10-21
Bayban
UNCHANGED
Shares13,955 from 13,955
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-05
Innovative Wealth Building LLC
DECREASED
Shares13,920 from 14,936
Change-1,016 (-7%)
Value$1.0M (-$150.2K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
DECREASED
Shares13,838 from 13,953
Change-115 (-1%)
Value$995.6K (-$80.3K)
Filed 2026-10-16
1900 Wealth Management LLC
DECREASED
Shares13,791 from 14,218
Change-427 (-3%)
Value$992.2K (-$104.1K)
Filed 2026-10-13
Next Level Private LLC
DECREASED
Shares13,775 from 13,888
Change-113 (-1%)
Value$991.1K (-$79.8K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
INCREASED
Shares13,768 from 13,752
Change+16 (+0%)
Value$990.6K (-$69.8K)
Filed 2026-10-14
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares13,759 from 13,853
Change-94 (-1%)
Value$990.0K (-$78.2K)
Filed 2026-10-14
North Star Investment Management Corp.
UNCHANGED
Shares13,740 from 13,740
Change0 (0%)
Value$988.6K (-$70.9K)
Filed 2026-10-27
Imc-Chicago, LLC
NEW
Shares13,708
Change+13,708
Value$986.3K
Filed 2026-11-05
Eagle Strategies LLC
DECREASED
Shares13,707 from 15,676
Change-1,969 (-13%)
Value$986.2K (-$222.6K)
Filed 2026-10-16
Investment Research & Advisory Group, Inc.
DECREASED
Shares13,581 from 14,112
Change-531 (-4%)
Value$977.1K (-$111.0K)
Filed 2026-10-19
Earned Wealth Advisors, LLC
INCREASED
Shares13,556 from 10,469
Change+3,087 (+29%)
Value$975.4K (+$168.1K)
Filed 2026-11-06
WBH Advisory Inc
INCREASED
Shares13,501 from 13,142
Change+359 (+3%)
Value$971.4K (-$41.9K)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares13,426 from 12,717
Change+709 (+6%)
Value$966.0K (-$14.6K)
Filed 2026-10-15
Nemes Rush Group LLC
DECREASED
Shares13,423 from 13,567
Change-144 (-1%)
Value$965.8K (-$80.4K)
Filed 2026-11-04
Matauro, LLC
DECREASED
Shares13,397 from 17,439
Change-4,042 (-23%)
Value$963.9K (-$380.8K)
Filed 2026-11-03
MBA Advisors LLC
INCREASED
Shares13,325 from 13,275
Change+50 (+0%)
Value$958.7K (-$64.9K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED
Shares13,287 from 13,266
Change+21 (+0%)
Value$956.0K (-$66.9K)
Filed 2026-10-13
Investment Management Corp
INCREASED
Shares13,275 from 12,647
Change+628 (+5%)
Value$955.2K (-$20.0K)
Filed 2026-11-03
TL Private Wealth
DECREASED
Shares13,214 from 13,625
Change-411 (-3%)
Value$966.7K (-$61.6K)
Filed 2026-10-13
Demars Financial Group, LLC
DECREASED
Shares13,167 from 13,492
Change-325 (-2%)
Value$947.3K (-$93.0K)
Filed 2026-10-22
Cypress Wealth Services, LLC
UNCHANGED
Shares13,122 from 13,122
Change0 (0%)
Value$971.0K (-$40.8K)
Filed 2026-10-21
Winthrop Capital Management, LLC
INCREASED
Shares13,084 from 12,956
Change+128 (+1%)
Value$941.4K (-$57.6K)
Filed 2026-11-05
Maltin Wealth Management, Inc.
DECREASED
Shares13,081 from 13,174
Change-93 (-1%)
Value$941.2K (-$74.7K)
Filed 2026-10-13
Warner Financial, Inc
INCREASED
Shares13,024 from 12,921
Change+103 (+1%)
Value$937.1K (-$59.2K)
Filed 2026-11-06
MV Capital Management, Inc.
DECREASED
Shares13,023 from 13,635
Change-612 (-4%)
Value$937.0K (-$114.4K)
Filed 2026-10-29
Aviance Capital Partners, LLC
UNCHANGED
Shares12,993 from 12,993
Change0 (0%)
Value$934.8K (-$67.0K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
INCREASED
Shares12,951 from 5,098
Change+7,853 (+154%)
Value$931.8K (+$538.7K)
Filed 2026-10-29
Aaron Wealth Advisors LLC
DECREASED
Shares12,915 from 13,179
Change-264 (-2%)
Value$929.2K (-$87.0K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares12,888 from 6,352
Change+6,536 (+103%)
Value$927.3K (+$437.5K)
Filed 2026-10-23
Sage Capital Advisors,llc
INCREASED
Shares12,880 from 12,842
Change+38 (+0%)
Value$926.7K (-$63.5K)
Filed 2026-10-13
TCV Trust & Wealth Management, Inc.
DECREASED
Shares12,875 from 13,631
Change-756 (-6%)
Value$926.4K (-$124.7K)
Filed 2026-10-16
Emprise Bank
UNCHANGED
Shares12,867 from 12,867
Change0 (0%)
Value$925.8K (-$66.4K)
Filed 2026-10-07
Clarity Capital Advisors, LLC
UNCHANGED
Shares12,677 from 12,677
Change0 (0%)
Value$912.1K (-$65.4K)
Filed 2026-10-27
Laurel Wealth Advisors LLC
DECREASED
Shares12,660 from 12,753
Change-93 (-1%)
Value$910.9K (-$72.5K)
Filed 2026-10-27
Tsfg, LLC
DECREASED
Shares12,626 from 15,063
Change-2,437 (-16%)
Value$908 (-$1.2M)
Filed 2026-10-23
Fiduciary Advisors, Inc.
DECREASED
Shares12,623 from 13,443
Change-820 (-6%)
Value$908.2K (-$128.4K)
Filed 2026-10-16
Bath Savings Trust Co
INCREASED
Shares12,590 from 10,448
Change+2,142 (+21%)
Value$905.9K (+$100.2K)
Filed 2026-10-07
Highland Capital Management, LLC
UNCHANGED
Shares12,564 from 12,564
Change0 (0%)
Value$904.0K (-$64.8K)
Filed 2026-10-26
Kwmg, LLC
DECREASED
Shares12,560 from 12,600
Change-40 (0%)
Value$903.7K (-$67.9K)
Filed 2026-10-07
Simplicity Wealth,LLC
DECREASED
Shares12,556 from 16,365
Change-3,809 (-23%)
Value$903.4K (-$358.5K)
Filed 2026-10-23
M.E. Allison & Co., Inc.
UNCHANGED
Shares12,508 from 12,508
Change0 (0%)
Value$900.0K (-$64.5K)
Filed 2026-10-09
Sunbeam Capital Management, LLC
INCREASED
Shares12,506 from 12,502
Change+4 (+0%)
Value$899.8K (-$64.2K)
Filed 2026-11-05
Greenup Street Wealth Management LLC
INCREASED
Shares12,426 from 12,129
Change+297 (+2%)
Value$894.0K (-$41.3K)
Filed 2026-10-28
Security National Bank
UNCHANGED
Shares12,393 from 12,393
Change0 (0%)
Value$891.7K (-$63.9K)
Filed 2026-10-26
Aspen Investment Management Inc
INCREASED
Shares12,378 from 12,351
Change+27 (+0%)
Value$891.0K (+$890.0K)
Filed 2026-11-05
Omni 360 Wealth, Inc.
INCREASED
Shares12,321 from 12,264
Change+57 (+0%)
Value$886.5K (-$59.2K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares12,304 from 11,644
Change+660 (+6%)
Value$885.3K (-$12.5K)
Filed 2026-10-23
Guardian Asset Advisors, LLC
INCREASED
Shares12,281 from 12,277
Change+4 (+0%)
Value$883.5K (-$63.3K)
Filed 2026-10-16
Riverchase Wealth Management, LLC
UNCHANGED
Shares12,280 from 12,280
Change0 (0%)
Value$883.5K (-$63.4K)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares12,279 from 12,411
Change-132 (-1%)
Value$883.5K (-$73.6K)
Filed 2026-11-03
JB Capital LLC
INCREASED
Shares12,248 from 12,084
Change+164 (+1%)
Value$881.2K (-$50.5K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
INCREASED
Shares12,227 from 11,943
Change+284 (+2%)
Value$879.7K (-$41.2K)
Filed 2026-11-03
Watchman Group, Inc.
DECREASED
Shares12,207 from 14,664
Change-2,457 (-17%)
Value$878.3K (-$252.4K)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares12,165 from 12,558
Change-393 (-3%)
Value$875.3K (-$93.0K)
Filed 2026-10-15
Gemmer Asset Management LLC
DECREASED
Shares12,130 from 13,160
Change-1,030 (-8%)
Value$872.7K (-$142.0K)
Filed 2026-10-16
Plancorp, LLC
INCREASED
Shares12,121 from 5,326
Change+6,795 (+128%)
Value$888.9K (+$488.2K)
Filed 2026-11-03
Powell Investment Advisors, LLC
INCREASED
Shares12,075 from 12,044
Change+31 (+0%)
Value$868.8K (-$59.9K)
Filed 2026-10-22
Fortitude Advisory Group L.L.C.
DECREASED
Shares12,043 from 12,345
Change-302 (-2%)
Value$866.5K (-$85.5K)
Filed 2026-10-15
Marin Bay Wealth Advisors, LLC
INCREASED
Shares11,993 from 11,977
Change+16 (+0%)
Value$862.9K (-$60.6K)
Filed 2026-10-28
Swmg, LLC
DECREASED
Shares11,935 from 12,283
Change-348 (-3%)
Value$868.9K (-$59.4K)
Filed 2026-10-23
Luminvest Wealth Management LLC
UNCHANGED
Shares11,914 from 11,914
Change0 (0%)
Value$874.9K (-$31.0K)
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
DECREASED
Shares11,899 from 12,370
Change-471 (-4%)
Value$856.1K (-$97.7K)
Filed 2026-10-09
Keystone Wealth Services, LLC
DECREASED
Shares11,895 from 11,905
Change-10 (0%)
Value$860.9K (-$57.1K)
Filed 2026-11-03
Greystone Financial Group, LLC
INCREASED
Shares11,881 from 11,878
Change+3 (+0%)
Value$854.8K (-$61.1K)
Filed 2026-10-26
EagleClaw Capital Managment, LLC
DECREASED
Shares11,880 from 11,990
Change-110 (-1%)
Value$854.8K (-$69.8K)
Filed 2026-11-06
Adelphi Trust Co
INCREASED
Shares11,855 from 8,920
Change+2,935 (+33%)
Value$853.0K (+$165.1K)
Filed 2026-10-05
Able Financial Group, LLC
UNCHANGED
Shares11,847 from 11,847
Change0 (0%)
Value$852.4K (-$61.1K)
Filed 2026-10-14
Auxano Advisors, LLC
INCREASED
Shares11,801 from 6,367
Change+5,434 (+85%)
Value$849.1K (+$358.1K)
Filed 2026-11-06
Uptick Partners, LLC
DECREASED
Shares11,786 from 11,985
Change-199 (-2%)
Value$848.0K (-$76.2K)
Filed 2026-11-04
Legacy Bridge, LLC
DECREASED
Shares11,759 from 11,790
Change-31 (0%)
Value$846.1K (-$63.1K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares11,754 from 11,993
Change-239 (-2%)
Value$845.7K (-$79.1K)
Filed 2026-10-14
Primoris Wealth Advisors, LLC
DECREASED
Shares11,716 from 11,736
Change-20 (0%)
Value$843.0K (-$62.0K)
Filed 2026-10-28
Invenio Wealth Partners LLC
UNCHANGED
Shares11,715 from 11,715
Change0 (0%)
Value$842.9K (-$60.5K)
Filed 2026-10-20
First National Bank Sioux Falls
DECREASED
Shares11,569 from 12,259
Change-690 (-6%)
Value$832.4K (-$44.0K)
Filed 2026-10-13
Sound Income Strategies, LLC
DECREASED
Shares11,554 from 11,870
Change-316 (-3%)
Value$843.8K (-$71.5K)
Filed 2026-10-09
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares11,550 from 11,640
Change-90 (-1%)
Value$831.0K (-$66.5K)
Filed 2026-10-29
Fjell Capital, LLC
NEW
Shares11,547
Change+11,547
Value$830.8K
Filed 2026-10-13
Abound Wealth Management
INCREASED
Shares11,455 from 10,706
Change+749 (+7%)
Value$824.2K (-$1.3K)
Filed 2026-10-26
BKM Wealth Management, LLC
INCREASED
Shares11,407 from 10,224
Change+1,183 (+12%)
Value$820.8K (+$32.4K)
Filed 2026-10-22
O'Keefe Stevens Advisory, Inc.
DECREASED
Shares11,375 from 11,432
Change-57 (0%)
Value$818.4K (-$63.1K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares11,373 from 10,028
Change+1,345 (+13%)
Value$818.3K (+$45.1K)
Filed 2026-10-29
Sepio Capital, LP
INCREASED
Shares11,287 from 10,856
Change+431 (+4%)
Value$812.2K (-$25.0K)
Filed 2026-10-22
Clearview Wealth Management LLC
DECREASED
Shares11,254 from 11,670
Change-416 (-4%)
Value$824.5K (-$75.4K)
Filed 2026-10-16
Southern Michigan Bank & Trust
DECREASED
Shares11,214 from 11,351
Change-137 (-1%)
Value$806.8K (-$68.4K)
Filed 2026-10-19
Columbia Bank
DECREASED
Shares11,212 from 11,287
Change-75 (-1%)
Value$806.7K (-$63.6K)
Filed 2026-10-29
Shepherd Financial Partners LLC
DECREASED
Shares11,163 from 11,553
Change-390 (-3%)
Value$803.2K (-$87.7K)
Filed 2026-11-03
Opus Capital Group, LLC
INCREASED
Shares11,153 from 9,632
Change+1,521 (+16%)
Value$802 (-$742.2K)
Filed 2026-10-30
Cambridge Capital Management, LLC
INCREASED
Shares11,132 from 11,127
Change+5 (+0%)
Value$801.0K (-$57.0K)
Filed 2026-10-19
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares11,131 from 10,393
Change+738 (+7%)
Value$800.9K (-$535)
Filed 2026-10-19
Gibbs Wealth Management
INCREASED
Shares11,127 from 10,826
Change+301 (+3%)
Value$800.6K (-$34.2K)
Filed 2026-10-22
Planned Solutions, Inc.
INCREASED
Shares11,096 from 11,071
Change+25 (+0%)
Value$798.3K (-$55.4K)
Filed 2026-10-19
Slow Capital, Inc.
DECREASED
Shares11,095 from 11,395
Change-300 (-3%)
Value$798.3K (-$80.4K)
Filed 2026-10-23
Hyposwiss Advisors SA
UNCHANGED
Shares11,080 from 11,080
Change0 (0%)
Value$797.2K (-$57.2K)
Filed 2026-10-26
Parcion Private Wealth LLC
UNCHANGED
Shares11,074 from 11,074
Change0 (0%)
Value$796.8K (-$57.1K)
Filed 2026-10-28
TritonPoint Partners, LLC
DECREASED
Shares11,050 from 36,745
Change-25,695 (-70%)
Value$795.1K (-$2.0M)
Filed 2026-11-05
Beam Wealth Advisors, Inc.
INCREASED
Shares11,032 from 10,940
Change+92 (+1%)
Value$793.7K (-$49.8K)
Filed 2026-11-03
Guyasuta Investment Advisors Inc
INCREASED
Shares10,972 from 10,704
Change+268 (+3%)
Value$789.4K (-$36.0K)
Filed 2026-10-15
Objective Capital Management, LLC
INCREASED
Shares10,969 from 10,953
Change+16 (+0%)
Value$789.2K (-$55.3K)
Filed 2026-10-13
Oarsman Capital, Inc.
INCREASED
Shares10,847 from 9,618
Change+1,229 (+13%)
Value$780.4K (+$38.8K)
Filed 2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED
Shares10,829 from 10,827
Change+2 (+0%)
Value$779.2K (-$55.7K)
Filed 2026-10-16
Wellington Grp LLC
INCREASED
Shares10,766 from 10,617
Change+149 (+1%)
Value$774.6K (-$44.1K)
Filed 2026-11-06
Marathon Strategic Advisors, LLC
UNCHANGED
Shares10,621 from 10,621
Change0 (0%)
Value$764.2K (-$54.8K)
Filed 2026-10-20
Oak Asset Management, LLC
INCREASED
Shares10,565 from 10,490
Change+75 (+1%)
Value$760.2K (-$48.7K)
Filed 2026-10-13
Quartz Partners, LLC
INCREASED
Shares10,539 from 10,530
Change+9 (+0%)
Value$758.3K (-$53.7K)
Filed 2026-11-03
Symmetry Partners, LLC
INCREASED
Shares10,526 from 7,254
Change+3,272 (+45%)
Value$757.3K (+$198.0K)
Filed 2026-10-27
BCS Wealth Management
DECREASED
Shares10,519 from 10,868
Change-349 (-3%)
Value$756.8K (-$81.2K)
Filed 2026-11-03
Weatherly Asset Management L. P.
DECREASED
Shares10,513 from 11,213
Change-700 (-6%)
Value$756.4K (-$108.2K)
Filed 2026-10-20
CPC Advisors, LLC
DECREASED
Shares10,511 from 11,947
Change-1,436 (-12%)
Value$756.3K (-$165.0K)
Filed 2026-10-21
John Boyer, Inc.
DECREASED
Shares10,495 from 12,582
Change-2,087 (-17%)
Value$755.0K (-$214.9K)
Filed 2026-10-27
Kellett Wealth Advisors, LLC
NEW
Shares10,410
Change+10,410
Value$749.0K
Filed 2026-10-15
Howard Wealth Management, LLC
INCREASED
Shares10,383 from 10,376
Change+7 (+0%)
Value$747.1K (-$53.0K)
Filed 2026-10-28
Tilia Fiduciary Partners, Inc.
DECREASED
Shares10,362 from 10,716
Change-354 (-3%)
Value$745.5K (-$80.8K)
Filed 2026-10-09
Vertrix Wealth Management, LLC
DECREASED
Shares10,329 from 11,619
Change-1,290 (-11%)
Value$743.2K (-$152.7K)
Filed 2026-10-13
Northwest Wealth Advisors, LLC
DECREASED
Shares10,326 from 10,795
Change-469 (-4%)
Value$743.0K (-$89.4K)
Filed 2026-11-02
Dagco, Inc.
UNCHANGED
Shares10,313 from 10,313
Change0 (0%)
Value$742.0K (-$53.2K)
Filed 2026-10-20
Clearstead Trust, LLC
INCREASED
Shares10,308 from 10,201
Change+107 (+1%)
Value$741.7K (-$44.9K)
Filed 2026-11-06
Key FInancial Inc
DECREASED
Shares10,303 from 10,753
Change-450 (-4%)
Value$741.3K (-$87.9K)
Filed 2026-11-02
Asset Allocation & Management Company, LLC
UNCHANGED
Shares10,295 from 10,295
Change0 (0%)
Value$741 (-$53)
Filed 2026-10-13
Balboa Wealth Partners
INCREASED
Shares10,288 from 9,553
Change+735 (+8%)
Value$740.2K (+$3.6K)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares10,277 from 9,871
Change+406 (+4%)
Value$739.4K (-$21.7K)
Filed 2026-10-29
Canvas Wealth Advisors, LLC
DECREASED
Shares10,129 from 10,219
Change-90 (-1%)
Value$751.6K (-$36.4K)
Filed 2026-11-02
Sharkey, Howes & Javer
DECREASED
Shares10,126 from 13,271
Change-3,145 (-24%)
Value$728.6K (-$294.8K)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares10,122 from 10,122
Change0 (0%)
Value$728.3K (-$52.2K)
Filed 2026-10-13
Gen-Wealth Partners Inc
INCREASED
Shares10,064 from 10,041
Change+23 (+0%)
Value$724.1K (-$50.2K)
Filed 2026-11-04
Shelton Wealth Management, LLC
DECREASED
Shares10,053 from 10,782
Change-729 (-7%)
Value$723.3K (-$108.1K)
Filed 2026-10-16
Fishman JAY A LTD
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$719.5K (-$51.6K)
Filed 2026-10-26
Burk Holdings LLC
UNCHANGED
Shares9,985 from 9,985
Change0 (0%)
Value$718.4K (-$51.5K)
Filed 2026-11-05
Virtue Asset Management LLC
INCREASED
Shares9,984 from 7,514
Change+2,470 (+33%)
Value$718.4K (+$139.0K)
Filed 2026-10-21
TFC Financial Management, Inc.
DECREASED
Shares9,980 from 11,087
Change-1,107 (-10%)
Value$718.1K (-$136.8K)
Filed 2026-10-26
Seelaus Asset Management LLC
DECREASED
Shares9,959 from 10,509
Change-550 (-5%)
Value$716.6K (-$93.8K)
Filed 2026-10-14
Graetz Wealth LLC
INCREASED
Shares9,939 from 9,914
Change+25 (+0%)
Value$715.1K (-$49.3K)
Filed 2026-10-27
Clear Point Advisors Inc.
INCREASED
Shares9,827 from 9,095
Change+732 (+8%)
Value$707.1K (+$5.7K)
Filed 2026-10-30
Falcon Wealth Planning
INCREASED
Shares9,824 from 9,780
Change+44 (+0%)
Value$706.8K (-$47.3K)
Filed 2026-11-06
Davidson Investment Advisors
UNCHANGED
Shares9,747 from 9,747
Change0 (0%)
Value$701.3K (-$50.3K)
Filed 2026-10-20
Peck Wealth Management, LLC
DECREASED
Shares9,730 from 10,380
Change-650 (-6%)
Value$700.1K (-$100.3K)
Filed 2026-10-29
CapWealth Advisors, LLC
UNCHANGED
Shares9,701 from 9,701
Change0 (0%)
Value$698.0K (-$50.1K)
Filed 2026-10-05
Carl P. Sherr & Co., LLC
DECREASED
Shares9,699 from 9,819
Change-120 (-1%)
Value$697.9K (-$59.3K)
Filed 2026-11-06
Albion Financial Group
INCREASED
Shares9,698 from 9,069
Change+629 (+7%)
Value$697.7K (-$1.6K)
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED
Shares9,672 from 3,951
Change+5,721 (+145%)
Value$700.1K (+$401.5K)
Filed 2026-10-21
Meridian Investment Counsel Inc.
DECREASED
Shares9,671 from 9,746
Change-75 (-1%)
Value$695.8K (-$55.7K)
Filed 2026-10-14
American State Bank (Iowa)
DECREASED
Shares9,636 from 9,666
Change-30 (0%)
Value$693.3K (-$52.0K)
Filed 2026-11-03
Carson Advisory Inc.
INCREASED
Shares9,577 from 9,552
Change+25 (+0%)
Value$689.1K (-$47.5K)
Filed 2026-11-06
Segment Wealth Management, LLC
INCREASED
Shares9,547 from 8,285
Change+1,262 (+15%)
Value$686.9K (+$48.1K)
Filed 2026-10-26
Miramontes Capital, LLC
DECREASED
Shares9,536 from 9,655
Change-119 (-1%)
Value$686.1K (-$58.4K)
Filed 2026-10-19
Ballast, Inc.
DECREASED
Shares9,425 from 9,535
Change-110 (-1%)
Value$678.1K (-$57.1K)
Filed 2026-10-20
Sima Wealth Partners, LLC
UNCHANGED
Shares9,415 from 9,415
Change0 (0%)
Value$677.4K (-$48.6K)
Filed 2026-10-19
Boyd Watterson Asset Management LLC
DECREASED
Shares9,381 from 9,797
Change-416 (-4%)
Value$675.0K (-$80.5K)
Filed 2026-11-06
Hoxton Planning & Management, LLC
DECREASED
Shares9,356 from 9,994
Change-638 (-6%)
Value$673.2K (-$97.5K)
Filed 2026-10-15
Romano Brothers and Company
INCREASED
Shares9,354 from 9,327
Change+27 (+0%)
Value$673.0K (-$46.2K)
Filed 2026-10-22
Juncture Wealth Strategies, LLC
INCREASED
Shares9,349 from 8,915
Change+434 (+5%)
Value$672.7K (-$14.8K)
Filed 2026-10-06
Sovran Advisors, LLC
INCREASED
Shares9,345 from 7,254
Change+2,091 (+29%)
Value$693.4K (+$141.8K)
Filed 2026-11-02
Burton Enright Welch
DECREASED
Shares9,338 from 9,345
Change-7 (0%)
Value$671.9K (-$48.7K)
Filed 2026-11-04
TrustBank
INCREASED
Shares9,332 from 7,110
Change+2,222 (+31%)
Value$671.4K (+$123.2K)
Filed 2026-10-20
LAM Group, Inc.
UNCHANGED
Shares9,250 from 9,250
Change0 (0%)
Value$665.5K (-$47.7K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED
Shares9,208 from 9,208
Change0 (0%)
Value$662.5K (-$47.5K)
Filed 2026-10-22
Powerhouse Assets LLC
INCREASED
Shares9,198 from 9,196
Change+2 (+0%)
Value$661.8K (-$47.3K)
Filed 2026-10-19
Pearl Planning LLC
DECREASED
Shares9,191 from 9,423
Change-232 (-2%)
Value$661.3K (-$65.3K)
Filed 2026-10-13
Horizons Wealth Management
NEW
Shares9,170
Change+9,170
Value$659.8K
Filed 2026-10-05
Syntegra Private Wealth Group, LLC
INCREASED
Shares9,146 from 8,661
Change+485 (+6%)
Value$658.1K (-$9.8K)
Filed 2026-10-13
Copper Harbor Investment Advisors, LLC
DECREASED
Shares9,140 from 9,773
Change-633 (-6%)
Value$657.6K (-$96.0K)
Filed 2026-10-16
McLean Asset Management Corp
INCREASED
Shares9,126 from 9,125
Change+1 (+0%)
Value$654.1K (-$32.7K)
Filed 2026-11-06
Melone Private Wealth, LLC
INCREASED
Shares9,113 from 8,451
Change+662 (+8%)
Value$655.7K (+$4.0K)
Filed 2026-10-16
TME Financial, Inc.
INCREASED
Shares9,091 from 9,065
Change+26 (+0%)
Value$654.1K (-$44.9K)
Filed 2026-10-14
Tenet Wealth Partners, LLC
DECREASED
Shares9,077 from 9,078
Change-1 (0%)
Value$653.1K (-$36.8K)
Filed 2026-10-19
Mission Financial Group, LLC
INCREASED
Shares9,055 from 6,424
Change+2,631 (+41%)
Value$651.5K (+$156.2K)
Filed 2026-10-21
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares9,050 from 9,050
Change0 (0%)
Value$651.0K (-$46.0K)
Filed 2026-11-03
Canandaigua National Trust Co of Florida
NEW
Shares9,045
Change+9,045
Value$650.8K
Filed 2026-10-07
City State Bank
INCREASED
Shares8,965 from 8,890
Change+75 (+1%)
Value$645.0K (-$40.5K)
Filed 2026-10-20
Sierra Summit Advisors LLC
UNCHANGED
Shares8,950 from 8,950
Change0 (0%)
Value$644.0K (-$46.2K)
Filed 2026-10-28
Asempa Wealth Advisors
DECREASED
Shares8,934 from 8,977
Change-43 (0%)
Value$649.5K (-$42.7K)
Filed 2026-10-07
SFG Wealth Management, Llc.
DECREASED
Shares8,858 from 8,938
Change-80 (-1%)
Value$637.3K (-$51.9K)
Filed 2026-10-23
Insight Advisors, LLC/ PA
DECREASED
Shares8,850 from 9,004
Change-154 (-2%)
Value$636.7K (-$57.6K)
Filed 2026-10-22
Ethic Inc.
INCREASED
Shares8,832 from 7,194
Change+1,638 (+23%)
Value$635.5K (+$80.7K)
Filed 2026-11-03
Centurion Wealth Management LLC
UNCHANGED
Shares8,816 from 8,816
Change0 (0%)
Value$634.3K (-$45.5K)
Filed 2026-10-13
Rakuten Investment Management, Inc.
NEW
Shares8,779
Change+8,779
Value$635.3K
Filed 2026-10-30
Adirondack Trust Co
DECREASED
Shares8,757 from 9,031
Change-274 (-3%)
Value$630.1K (-$66.3K)
Filed 2026-10-14
Montz Harcus Wealth Management LLC
INCREASED
Shares8,741 from 6,934
Change+1,807 (+26%)
Value$628.9K (+$94.2K)
Filed 2026-10-09
Krilogy Financial LLC
DECREASED
Shares8,741 from 9,724
Change-983 (-10%)
Value$639.5K (-$110.3K)
Filed 2026-10-13
Bay Capital Advisors, LLC
DECREASED
Shares8,644 from 9,406
Change-762 (-8%)
Value$622.0K (-$103.3K)
Filed 2026-10-16
Hummer Financial Advisory Services Inc
INCREASED
Shares8,625 from 8,545
Change+80 (+1%)
Value$620.6K (-$38.3K)
Filed 2026-10-09
TMB Capital Partners, LLC
INCREASED
Shares8,573 from 8,570
Change+3 (+0%)
Value$616.8K (-$44.0K)
Filed 2026-10-20
BankPlus Trust Department
INCREASED
Shares8,552 from 6,302
Change+2,250 (+36%)
Value$615.3K (+$129.4K)
Filed 2026-11-06
My Personal CFO, LLC
INCREASED
Shares8,545 from 7,155
Change+1,390 (+19%)
Value$614.8K (+$63.1K)
Filed 2026-10-14
Everett Harris & Co
UNCHANGED
Shares8,520 from 8,520
Change0 (0%)
Value$613.0K (-$44.0K)
Filed 2026-10-28
Sage Rhino Capital LLC
INCREASED
Shares8,509 from 8,505
Change+4 (+0%)
Value$612.2K (-$43.6K)
Filed 2026-10-28
MFG Investments, LLC
NEW
Shares8,507
Change+8,507
Value$612.1K
Filed 2026-10-30
Trek Financial, LLC
DECREASED
Shares8,497 from 9,336
Change-839 (-9%)
Value$611.4K (-$108.5K)
Filed 2026-10-29
Zullo Investment Group, Inc.
DECREASED
Shares8,464 from 8,681
Change-217 (-2%)
Value$609.0K (-$60.4K)
Filed 2026-10-20
Richardson Financial Services Inc.
DECREASED
Shares8,463 from 9,203
Change-740 (-8%)
Value$608.9K (-$100.7K)
Filed 2026-10-30
Code Waechter LLC
UNCHANGED
Shares8,455 from 8,455
Change0 (0%)
Value$608.3K (-$43.6K)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
INCREASED
Shares8,451 from 7,305
Change+1,146 (+16%)
Value$608.1K (+$44.8K)
Filed 2026-10-19
DB&C Advisors, LLC
DECREASED
Shares8,439 from 8,575
Change-136 (-2%)
Value$607.2K (-$54.1K)
Filed 2026-10-26
Insight Inv LLC
UNCHANGED
Shares8,415 from 8,415
Change0 (0%)
Value$605.5K (-$43.4K)
Filed 2026-10-27
First Community Trust NA
INCREASED
Shares8,411 from 121
Change+8,290 (+6851%)
Value$605.2K (+$595.8K)
Filed 2026-10-07
Ellsworth Advisors, LLC
INCREASED
Shares8,410 from 4,441
Change+3,969 (+89%)
Value$605.1K (+$269.2K)
Filed 2026-10-15
Epiq Partners, LLC
INCREASED
Shares8,407 from 7,873
Change+534 (+7%)
Value$604.9K (-$2.2K)
Filed 2026-10-07
Northstar Asset Management Co
DECREASED
Shares8,400 from 8,500
Change-100 (-1%)
Value$616.5K (-$27.6K)
Filed 2026-10-22
JGP Wealth Management, LLC
INCREASED
Shares8,375 from 8,049
Change+326 (+4%)
Value$602.6K (-$18.1K)
Filed 2026-10-13
Grant Street Asset Management, Inc.
INCREASED
Shares8,374 from 8,094
Change+280 (+3%)
Value$602.5K (-$21.6K)
Filed 2026-10-26
Radnor Capital Management, LLC
INCREASED
Shares8,363 from 7,884
Change+479 (+6%)
Value$601.7K (-$6.2K)
Filed 2026-10-23
Gilman Hill Asset Management, LLC
UNCHANGED
Shares8,350 from 8,350
Change0 (0%)
Value$600.8K (-$43.1K)
Filed 2026-10-13
Avion Wealth
INCREASED
Shares8,302 from 7,265
Change+1,037 (+14%)
Value$597.0K (+$37.0K)
Filed 2026-11-04
Uniting Wealth Partners, LLC
INCREASED
Shares8,292 from 5,067
Change+3,225 (+64%)
Value$596.6K (+$205.9K)
Filed 2026-11-06
Colorado Capital Management, Inc.
DECREASED
Shares8,190 from 8,791
Change-601 (-7%)
Value$589 (-$89)
Filed 2026-10-15
NWF Advisory Services Inc.
DECREASED
Shares8,184 from 8,268
Change-84 (-1%)
Value$588.9K (-$48.7K)
Filed 2026-10-19
Financial Futures Ltd Liability Co.
DECREASED
Shares8,163 from 8,432
Change-269 (-3%)
Value$587.3K (-$62.9K)
Filed 2026-10-13
Melfa Wealth Management, Inc.
INCREASED
Shares8,110 from 8,021
Change+89 (+1%)
Value$583.5K (-$35.0K)
Filed 2026-11-06
Aspen Wealth Management LLC
INCREASED
Shares8,109 from 3,352
Change+4,757 (+142%)
Value$583.5K (+$325.0K)
Filed 2026-10-14
Andrews Advisory Associates, LLC
UNCHANGED
Shares8,095 from 8,095
Change0 (0%)
Value$582.4K (-$41.8K)
Filed 2026-10-15
William Howard & Co Financial Advisors Inc
INCREASED
Shares8,054 from 8,044
Change+10 (+0%)
Value$579.5K (-$40.8K)
Filed 2026-11-04
Wealth Quarterback LLC
INCREASED
Shares8,040 from 7,785
Change+255 (+3%)
Value$578.5K (-$21.8K)
Filed 2026-10-20
Lewis Asset Management, LLC
INCREASED
Shares8,026 from 7,922
Change+104 (+1%)
Value$577.5K (-$33.4K)
Filed 2026-10-14
Oak Barrel Wealth Advisory LLC
INCREASED
Shares8,013 from 7,779
Change+234 (+3%)
Value$576.5K (-$23.3K)
Filed 2026-11-05
Augustine Asset Management Inc
UNCHANGED
Shares8,010 from 8,010
Change0 (0%)
Value$576.3K (-$41.3K)
Filed 2026-10-13
Peachtree Investment Partners, LLC
DECREASED
Shares8,003 from 8,757
Change-754 (-9%)
Value$575.8K (-$99.5K)
Filed 2026-11-05
CLG LLC
DECREASED
Shares7,988 from 10,768
Change-2,780 (-26%)
Value$574.7K (-$255.6K)
Filed 2026-10-13
Private Wealth Partners, LLC
INCREASED
Shares7,985 from 6,860
Change+1,125 (+16%)
Value$574.5K (+$45.5K)
Filed 2026-10-22
Ameliora Wealth Management Ltd.
UNCHANGED
Shares7,982 from 7,982
Change0 (0%)
Value$574.3K (-$41.2K)
Filed 2026-10-23
Martin Capital Advisors, LLP
UNCHANGED
Shares7,975 from 7,975
Change0 (0%)
Value$573.8K (-$41.2K)
Filed 2026-10-15
Morton Capital Management LLC
DECREASED
Shares7,954 from 8,819
Change-865 (-10%)
Value$572.3K (-$107.8K)
Filed 2026-10-23
True Link Financial Advisors, LLC
DECREASED
Shares7,918 from 8,125
Change-207 (-3%)
Value$569.7K (-$56.8K)
Filed 2026-10-27
Mitchell Capital Management Co
DECREASED
Shares7,917 from 8,067
Change-150 (-2%)
Value$569.6K (-$52.4K)
Filed 2026-10-29
Twelve Points Wealth Management LLC
DECREASED
Shares7,911 from 9,778
Change-1,867 (-19%)
Value$580.1K (-$173.9K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares7,908 from 7,902
Change+6 (+0%)
Value$569.0K (-$40.4K)
Filed 2026-10-15
Jamison Private Wealth Management, Inc.
INCREASED
Shares7,836 from 7,383
Change+453 (+6%)
Value$563.8K (-$5.6K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED
Shares7,828 from 7,980
Change-152 (-2%)
Value$563.2K (-$52.1K)
Filed 2026-10-21
ARS Investment Partners, LLC
INCREASED
Shares7,780 from 7,000
Change+780 (+11%)
Value$559.8K (+$20.0K)
Filed 2026-11-05
Global Strategic Investment Solutions, LLC
INCREASED
Shares7,777 from 7,455
Change+322 (+4%)
Value$559.5K (-$15.3K)
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
DECREASED
Shares7,755 from 8,755
Change-1,000 (-11%)
Value$558.0K (-$117.1K)
Filed 2026-10-27
Client 1ST Advisory Group, LLC
DECREASED
Shares7,751 from 7,776
Change-25 (0%)
Value$557.7K (-$41.9K)
Filed 2026-10-19
Piedmont Capital Management, LLC
UNCHANGED
Shares7,750 from 7,750
Change0 (0%)
Value$557.6K (-$40.0K)
Filed 2026-10-21
Global Financial Private Client, LLC
UNCHANGED
Shares7,749 from 7,749
Change0 (0%)
Value$557.5K (-$40.0K)
Filed 2026-10-15
Mcrae Capital Management Inc
INCREASED
Shares7,745 from 7,370
Change+375 (+5%)
Value$557.3K (-$11.0K)
Filed 2026-10-15
Oakwell Private Wealth Management, LLC
INCREASED
Shares7,744 from 7,729
Change+15 (+0%)
Value$557.2K (-$38.8K)
Filed 2026-11-06
Pacifica Partners Inc.
INCREASED
Shares7,741 from 7,614
Change+127 (+2%)
Value$562.8K (-$16.5K)
Filed 2026-10-09
Live Oak Private Wealth LLC
INCREASED
Shares7,701 from 7,656
Change+45 (+1%)
Value$554.1K (-$36.3K)
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares7,659 from 7,659
Change0 (0%)
Value$551.1K (-$39.5K)
Filed 2026-10-20
Summit Global Investments
DECREASED
Shares7,550 from 7,564
Change-14 (0%)
Value$543 (-$582.5K)
Filed 2026-10-28
Hohimer Wealth Management, LLC
INCREASED
Shares7,540 from 7,524
Change+16 (+0%)
Value$542.5K (-$37.7K)
Filed 2026-11-04
Seven Mile Advisory
UNCHANGED
Shares7,540 from 7,540
Change0 (0%)
Value$542.5K (-$38.9K)
Filed 2026-10-22
Welch Group, LLC
INCREASED
Shares7,525 from 5,543
Change+1,982 (+36%)
Value$541.4K (+$114.0K)
Filed 2026-10-29
Somerset Trust Co
DECREASED
Shares7,520 from 8,280
Change-760 (-9%)
Value$541.1K (-$97.4K)
Filed 2026-10-13
SP Asset Management LLC
INCREASED
Shares7,516 from 7,508
Change+8 (+0%)
Value$540.8K (-$38.2K)
Filed 2026-11-05
Prosperity Planning, Inc.
UNCHANGED
Shares7,486 from 7,486
Change0 (0%)
Value$538.6K (-$38.6K)
Filed 2026-10-09
Liberty Capital Management, Inc.
UNCHANGED
Shares7,479 from 7,479
Change0 (0%)
Value$538.1K (-$38.6K)
Filed 2026-11-02
Serenity Investment Advisors
INCREASED
Shares7,457 from 7,451
Change+6 (+0%)
Value$536.6K (-$32.5K)
Filed 2026-10-30
Nixon Peabody Trust Co
DECREASED
Shares7,456 from 7,526
Change-70 (-1%)
Value$536.5K (-$43.9K)
Filed 2026-10-23
Bill Few Associates, Inc.
INCREASED
Shares7,421 from 7,406
Change+15 (+0%)
Value$533.9K (-$37.1K)
Filed 2026-10-09
Essential Investment Partners LLC
INCREASED
Shares7,340 from 7,000
Change+340 (+5%)
Value$528.1K (-$11.7K)
Filed 2026-10-27
Cutler Investment Counsel LLC
DECREASED
Shares7,318 from 8,458
Change-1,140 (-13%)
Value$526.5K (-$125.7K)
Filed 2026-10-28
Keeler Thomas Management LLC
NEW
Shares7,294
Change+7,294
Value$524.8K
Filed 2026-10-29
Lawood & Co
UNCHANGED
Shares7,278 from 7,278
Change0 (0%)
Value$523.7K (-$37.6K)
Filed 2026-10-09
Dynamic Financial Group
INCREASED
Shares7,272 from 7,271
Change+1 (+0%)
Value$523.2K (-$37.5K)
Filed 2026-10-28
WealthCare Investment Partners, LLC
DECREASED
Shares7,259 from 7,287
Change-28 (0%)
Value$522.3K (-$39.7K)
Filed 2026-11-05
Thompson Siegel & Walmsley LLC
INCREASED
Shares7,226 from 7,027
Change+199 (+3%)
Value$520.0K (-$22.0K)
Filed 2026-11-05
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$518.0K (-$37.0K)
Filed 2026-11-05
Legacy Wealth Partners, LLC
DECREASED
Shares7,183 from 8,057
Change-874 (-11%)
Value$516.8K (-$104.5K)
Filed 2026-10-15
Financial Perspectives, Inc
DECREASED
Shares7,174 from 7,194
Change-20 (0%)
Value$516.2K (-$38.5K)
Filed 2026-11-03
DDD Partners, LLC
DECREASED
Shares7,157 from 8,665
Change-1,508 (-17%)
Value$514.9K (-$153.2K)
Filed 2026-11-02
Greenhouse Wealth Management, LLC
INCREASED
Shares7,145 from 7,124
Change+21 (+0%)
Value$514.3K (-$34.9K)
Filed 2026-10-20
Arwa LLC
DECREASED
Shares7,121 from 7,527
Change-406 (-5%)
Value$521.7K (-$50.3K)
Filed 2026-10-21
Southland Equity Partners LLC
DECREASED
Shares7,101 from 7,230
Change-129 (-2%)
Value$510.9K (-$46.6K)
Filed 2026-10-14
Platform Technology Partners
DECREASED
Shares7,099 from 7,572
Change-473 (-6%)
Value$510.8K (-$73.2K)
Filed 2026-11-02
Downshift Financial, LLC
INCREASED
Shares7,078 from 7,074
Change+4 (+0%)
Value$509.3K (-$36.2K)
Filed 2026-10-13
Aries Wealth Management
UNCHANGED
Shares7,071 from 7,071
Change0 (0%)
Value$508.8K (-$36.5K)
Filed 2026-10-23
Capital Planning LLC
UNCHANGED
Shares7,067 from 7,067
Change0 (0%)
Value$508.5K (-$36.5K)
Filed 2026-10-09
Norden Group LLC
DECREASED
Shares7,060 from 7,229
Change-169 (-2%)
Value$508.0K (-$49.4K)
Filed 2026-10-20
Aurora Private Wealth, Inc.
DECREASED
Shares7,041 from 7,075
Change-34 (0%)
Value$507 (-$545.5K)
Filed 2026-10-20
Prairie Advisory, LLC
INCREASED
Shares7,038 from 3,515
Change+3,523 (+100%)
Value$506.4K (+$235.3K)
Filed 2026-10-19
Rydar Equities, Inc.
INCREASED
Shares7,021 from 7,002
Change+19 (+0%)
Value$510.9K (-$18.9K)
Filed 2026-10-13
Staley Capital Advisers Inc
UNCHANGED
Shares7,020 from 7,020
Change0 (0%)
Value$505.1K (-$36.2K)
Filed 2026-11-06
Meridian Financial Partners LLC
INCREASED
Shares7,017 from 6,468
Change+549 (+8%)
Value$512.5K (+$23.3K)
Filed 2026-10-23
Cambiar Investors LLC
DECREASED
Shares7,014 from 39,761
Change-32,747 (-82%)
Value$504.7K (-$2.6M)
Filed 2026-11-04
J.Safra Asset Management Corp
UNCHANGED
Shares7,006 from 7,006
Change0 (0%)
Value$504.1K (-$36.2K)
Filed 2026-11-03
Collar Capital Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$503.7K (-$36.1K)
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares6,990 from 7,049
Change-59 (-1%)
Value$502.9K (-$40.6K)
Filed 2026-11-03
Equita Financial Network, Inc.
INCREASED
Shares6,949 from 6,438
Change+511 (+8%)
Value$500.0K (+$3.6K)
Filed 2026-10-19
BOS Asset Management, LLC
UNCHANGED
Shares6,943 from 6,943
Change0 (0%)
Value$499.6K (-$35.8K)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
DECREASED
Shares6,911 from 10,214
Change-3,303 (-32%)
Value$497.3K (-$290.3K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares6,910
Change+6,910
Value$497.2K
Filed 2026-10-28
Center For Asset Management LLC
INCREASED
Shares6,895 from 6,735
Change+160 (+2%)
Value$496.1K (-$23.2K)
Filed 2026-10-16
Steinberganna Wealth Management
INCREASED
Shares6,888 from 6,877
Change+11 (+0%)
Value$495.6K (-$34.6K)
Filed 2026-10-23
Intelligence Driven Advisers, LLC
DECREASED
Shares6,880 from 8,775
Change-1,895 (-22%)
Value$495.0K (-$181.6K)
Filed 2026-10-09
Stash Investments, LLC
INCREASED
Shares6,870 from 2,822
Change+4,048 (+143%)
Value$494.3K (+$276.7K)
Filed 2026-10-26
Ti-Trust, Inc
UNCHANGED
Shares6,860 from 6,860
Change0 (0%)
Value$493.6K (-$35.4K)
Filed 2026-10-21
Sawgrass Asset Management LLC
UNCHANGED
Shares6,838 from 6,838
Change0 (0%)
Value$492.0K (-$35.3K)
Filed 2026-11-03
Axim Planning & Wealth
DECREASED
Shares6,835 from 7,247
Change-412 (-6%)
Value$491.8K (-$67.0K)
Filed 2026-10-28
Hollow Brook Wealth Management LLC
UNCHANGED
Shares6,815 from 6,815
Change0 (0%)
Value$490.3K (-$35.2K)
Filed 2026-10-29
Global Wealth Strategies & Associates
DECREASED
Shares6,800 from 7,147
Change-347 (-5%)
Value$489.3K (-$61.8K)
Filed 2026-10-02
Wealthcare Capital Management LLC
DECREASED
Shares6,779 from 6,834
Change-55 (-1%)
Value$487.7K (-$39.3K)
Filed 2026-10-21
Breachway Investments LLC
UNCHANGED
Shares6,739 from 6,739
Change0 (0%)
Value$484.9K (-$34.8K)
Filed 2026-10-19
Defined Wealth Management, LLC
DECREASED
Shares6,737 from 6,757
Change-20 (0%)
Value$484.7K (-$36.3K)
Filed 2026-10-19
Reflection Asset Management
UNCHANGED
Shares6,717 from 6,717
Change0 (0%)
Value$483.3K (-$34.7K)
Filed 2026-10-28
Natural Investments, LLC
INCREASED
Shares6,684 from 4,695
Change+1,989 (+42%)
Value$480.9K (+$118.9K)
Filed 2026-11-06
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares6,670 from 6,670
Change0 (0%)
Value$479.9K (-$34.4K)
Filed 2026-11-02
HighRoad Wealth Advisors, LLC
DECREASED
Shares6,659 from 6,758
Change-99 (-1%)
Value$479.1K (-$42.0K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
DECREASED
Shares6,656 from 6,920
Change-264 (-4%)
Value$478.9K (-$54.7K)
Filed 2026-10-13
Financial Planning Hawaii, Inc.
UNCHANGED
Shares6,613 from 6,613
Change0 (0%)
Value$475.8K (-$34.1K)
Filed 2026-10-13
Liberty Atlantic Advisors LLC
INCREASED
Shares6,599 from 5,786
Change+813 (+14%)
Value$474.8K (+$28.7K)
Filed 2026-10-14
August Group Capital Ltd
INCREASED
Shares6,569 from 6,549
Change+20 (+0%)
Value$472.7K (-$32.3K)
Filed 2026-10-14
Asset One Wealth Management LLC
INCREASED
Shares6,549 from 4,159
Change+2,390 (+57%)
Value$471.2K (+$156.7K)
Filed 2026-11-02
CFM Wealth Partners LLC
INCREASED
Shares6,523 from 6,496
Change+27 (+0%)
Value$469.3K (-$31.6K)
Filed 2026-11-05
Kings Path Partners LLC
DECREASED
Shares6,523 from 6,524
Change-1 (0%)
Value$469.3K (-$33.7K)
Filed 2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares6,510 from 6,300
Change+210 (+3%)
Value$468.4K (-$17.4K)
Filed 2026-10-28
Saxon Interests, Inc.
DECREASED
Shares6,505 from 22,062
Change-15,557 (-71%)
Value$468.1K (-$1.2M)
Filed 2026-10-26
Wlth Capital Management, LLC
DECREASED
Shares6,499 from 91,757
Change-85,258 (-93%)
Value$467.6K (-$6.6M)
Filed 2026-10-20
Next Level Wealth Planning, LLC
INCREASED
Shares6,486 from 6,331
Change+155 (+2%)
Value$466.6K (-$21.5K)
Filed 2026-10-29
Successful Portfolios LLC
INCREASED
Shares6,474 from 6,473
Change+1 (+0%)
Value$476.7K (-$13.2K)
Filed 2026-10-09
McAdam, LLC
INCREASED
Shares6,473 from 6,218
Change+255 (+4%)
Value$465.7K (-$13.7K)
Filed 2026-10-21
Collaborative Wealth Managment Inc.
INCREASED
Shares6,425 from 6,135
Change+290 (+5%)
Value$462.3K (-$10.8K)
Filed 2026-11-06
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares6,335 from 6,335
Change0 (0%)
Value$455.8K (-$32.7K)
Filed 2026-11-06
GR Financial Group, LLC
INCREASED
Shares6,326 from 3,964
Change+2,362 (+60%)
Value$455.2K (+$149.5K)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
INCREASED
Shares6,324 from 6,184
Change+140 (+2%)
Value$455.0K (-$21.8K)
Filed 2026-10-20
Evansbrook LLC
INCREASED
Shares6,310 from 5,255
Change+1,055 (+20%)
Value$454.0K (+$48.8K)
Filed 2026-10-16
marrick wealth, LLC
UNCHANGED
Shares6,297 from 6,297
Change0 (0%)
Value$453.1K (-$32.5K)
Filed 2026-10-20
Brooklyn FI, LLC
INCREASED
Shares6,292 from 5,739
Change+553 (+10%)
Value$469.3K (+$34.9K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED
Shares6,277 from 6,926
Change-649 (-9%)
Value$451.6K (-$82.4K)
Filed 2026-11-02
Ashford Advisors, LLC
UNCHANGED
Shares6,250 from 6,250
Change0 (0%)
Value$449.7K (-$32.3K)
Filed 2026-11-02
Mystic Asset Management, Inc.
UNCHANGED
Shares6,245 from 6,245
Change0 (0%)
Value$449.3K (-$32.2K)
Filed 2026-10-15
Johnson Bixby & Associates, LLC
INCREASED
Shares6,241 from 6,237
Change+4 (+0%)
Value$449.1K (-$31.9K)
Filed 2026-10-14
Latitude Advisors, LLC
INCREASED
Shares6,188 from 6,160
Change+28 (+0%)
Value$445.2K (-$29.8K)
Filed 2026-10-27
Xponance LLC
INCREASED
Shares6,181 from 5,944
Change+237 (+4%)
Value$444.7K (-$13.6K)
Filed 2026-11-03
Integrity Wealth Partners, LLC
NEW
Shares6,175
Change+6,175
Value$444.3K
Filed 2026-10-14
Acorn Financial Advisory Services Inc
UNCHANGED
Shares6,171 from 6,171
Change0 (0%)
Value$444.0K (-$31.8K)
Filed 2026-11-02
Prodigy Asset Management LLC
UNCHANGED
Shares6,161 from 6,161
Change0 (0%)
Value$443.3K (-$31.8K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares6,110 from 15,698
Change-9,588 (-61%)
Value$439.6K (-$770.8K)
Filed 2026-10-14
Equity Wealth Partners, LLC
INCREASED
Shares6,108 from 4,126
Change+1,982 (+48%)
Value$439.4K (+$121.3K)
Filed 2026-10-26
ADE, LLC
INCREASED
Shares6,088 from 6,084
Change+4 (+0%)
Value$438.1K (-$31.1K)
Filed 2026-10-29
Focused Alpha, LLC
INCREASED
Shares6,069 from 5,885
Change+184 (+3%)
Value$436.6K (-$17.1K)
Filed 2026-10-20
Mitchell Sinkler & Starr
INCREASED
Shares6,049 from 5,510
Change+539 (+10%)
Value$435.2K (+$10.4K)
Filed 2026-10-13
Shade Tree Advisors LLC
NEW
Shares6,000
Change+6,000
Value$431.7K
Filed 2026-10-22
J. L. Bainbridge & Co., Inc.
DECREASED
Shares5,989 from 6,134
Change-145 (-2%)
Value$430.9K (-$42.1K)
Filed 2026-10-20
Roman Butler Fullerton & Co
INCREASED
Shares5,985 from 5,078
Change+907 (+18%)
Value$433.2K (+$51.2K)
Filed 2026-10-27
Partners in Financial Planning
INCREASED
Shares5,978 from 5,648
Change+330 (+6%)
Value$430.1K (-$5.4K)
Filed 2026-11-06
Gilbert Capital Group, Inc.
UNCHANGED
Shares5,975 from 5,975
Change0 (0%)
Value$429.9K (-$30.8K)
Filed 2026-10-28
Forum Financial Management, LP
INCREASED
Shares5,959 from 4,464
Change+1,495 (+33%)
Value$428.8K (+$84.5K)
Filed 2026-10-16
Cassilly Financial Group LLC
INCREASED
Shares5,956 from 4,675
Change+1,281 (+27%)
Value$428.6K (+$68.1K)
Filed 2026-10-07
Sunburst Financial Group, LLC
DECREASED
Shares5,917 from 5,955
Change-38 (-1%)
Value$425.7K (-$33.5K)
Filed 2026-10-09
Level Wealth Management LLC
INCREASED
Shares5,914 from 5,808
Change+106 (+2%)
Value$425.5K (-$22.3K)
Filed 2026-10-23
Values Added Financial LLC
UNCHANGED
Shares5,911 from 5,911
Change0 (0%)
Value$425.3K (-$30.5K)
Filed 2026-10-28
Smith Chas P & Associates PA Cpas
INCREASED
Shares5,895 from 5,685
Change+210 (+4%)
Value$426.5K (-$11.9K)
Filed 2026-10-22
First Bancorp, Inc
DECREASED
Shares5,802 from 6,580
Change-778 (-12%)
Value$417.5K (-$89.9K)
Filed 2026-10-26
Wealthstar Advisors, LLC
INCREASED
Shares5,776 from 4,242
Change+1,534 (+36%)
Value$415.6K (+$88.5K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares5,756 from 5,178
Change+578 (+11%)
Value$414.1K (+$14.8K)
Filed 2026-10-13
Boston Trust Walden Corp
UNCHANGED
Shares5,754 from 5,754
Change0 (0%)
Value$414.0K (-$29.7K)
Filed 2026-10-30
Legacy Edge Advisors, LLC
DECREASED
Shares5,746 from 5,887
Change-141 (-2%)
Value$413.4K (-$40.5K)
Filed 2026-11-06
John W. Brooker & Co., CPAs
INCREASED
Shares5,729 from 5,603
Change+126 (+2%)
Value$412.2K (-$19.9K)
Filed 2026-10-21
Chilton Capital Management LLC
UNCHANGED
Shares5,707 from 5,707
Change0 (0%)
Value$410.6K (-$29.4K)
Filed 2026-10-28
Cherrydale Wealth Management, LLC
INCREASED
Shares5,704 from 5,687
Change+17 (+0%)
Value$411.8K (-$26.7K)
Filed 2026-10-20
Abacus Planning Group, Inc.
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$410.1K (-$29.4K)
Filed 2026-11-02
TrueWealth Advisors, LLC
INCREASED
Shares5,697 from 4,705
Change+992 (+21%)
Value$409.9K (+$47.1K)
Filed 2026-10-09
FWG Investments, Llc.
DECREASED
Shares5,693 from 5,739
Change-46 (-1%)
Value$409.6K (-$32.9K)
Filed 2026-11-03
Chicago Capital, LLC
UNCHANGED
Shares5,683 from 5,683
Change0 (0%)
Value$408.9K (-$29.3K)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares5,663 from 5,663
Change0 (0%)
Value$407.5K (-$29.2K)
Filed 2026-10-16
Bellecapital International Ltd.
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$406.5K (-$29.2K)
Filed 2026-10-21
W Advisors, LLC
UNCHANGED
Shares5,647 from 5,647
Change0 (0%)
Value$406.3K (-$29.1K)
Filed 2026-11-02
Postrock Partners LLC
INCREASED
Shares5,644 from 3,382
Change+2,262 (+67%)
Value$406.1K (+$145.3K)
Filed 2026-11-02
Main Street Group, LTD
INCREASED
Shares5,637 from 5,609
Change+28 (+1%)
Value$405.6K (-$27.0K)
Filed 2026-10-28
Absolute Capital Management, LLC
INCREASED
Shares5,632 from 5,006
Change+626 (+13%)
Value$405.2K (+$19.1K)
Filed 2026-10-16
Selective Wealth Management, Inc.
DECREASED
Shares5,627 from 5,659
Change-32 (-1%)
Value$411.0K (-$16.5K)
Filed 2026-10-16
Redwood Family Wealth LLC
INCREASED
Shares5,613 from 5,478
Change+135 (+2%)
Value$403.9K (-$18.6K)
Filed 2026-10-20
McNaughton Wealth Management, LLC
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$402.9K (-$28.9K)
Filed 2026-10-09
Independence Bank of Kentucky
UNCHANGED
Shares5,582 from 5,582
Change0 (0%)
Value$401.6K (-$28.8K)
Filed 2026-10-26
Range Financial Group LLC
INCREASED
Shares5,566 from 5,565
Change+1 (+0%)
Value$400.4K (-$28.7K)
Filed 2026-10-21
Altiora Financial Group, LLC
UNCHANGED
Shares5,549 from 5,549
Change0 (0%)
Value$399.2K (-$28.6K)
Filed 2026-11-04
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares5,532 from 5,532
Change0 (0%)
Value$398.0K (-$28.5K)
Filed 2026-10-27
James J. Burns & Company, LLC
INCREASED
Shares5,531 from 5,077
Change+454 (+9%)
Value$398.0K (+$6.5K)
Filed 2026-10-22
Van Cleef Asset Management,Inc
UNCHANGED
Shares5,528 from 5,528
Change0 (0%)
Value$397.7K (-$28.5K)
Filed 2026-10-20
Matrix Asset Advisors Inc
UNCHANGED
Shares5,472 from 5,472
Change0 (0%)
Value$393.7K (-$28.2K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
DECREASED
Shares5,465 from 5,501
Change-36 (-1%)
Value$393.2K (-$31.0K)
Filed 2026-10-29
Willow Creek Capital Management, Inc.
UNCHANGED
Shares5,462 from 5,462
Change0 (0%)
Value$421.2K ($0)
Filed 2026-10-16
Gradient Capital Advisors, LLC
UNCHANGED
Shares5,460 from 5,460
Change0 (0%)
Value$392.8K (-$28.2K)
Filed 2026-10-21
Midwest Financial Partners Investments, Inc.
INCREASED
Shares5,379 from 4,883
Change+496 (+10%)
Value$387.0K (+$10.5K)
Filed 2026-10-08
Drum Hill Capital, LLC
UNCHANGED
Shares5,375 from 5,375
Change0 (0%)
Value$386.7K (-$27.7K)
Filed 2026-10-20
WoodTrust Financial Corp
NEW
Shares5,353
Change+5,353
Value$385
Filed 2026-10-09
Fingerlakes Wealth Management, Inc.
INCREASED
Shares5,330 from 5,321
Change+9 (+0%)
Value$383.5K (-$26.7K)
Filed 2026-11-04
Bull Street Advisors, LLC
UNCHANGED
Shares5,325 from 5,325
Change0 (0%)
Value$383 (-$410.6K)
Filed 2026-10-20
SkyOak Wealth, LLC
UNCHANGED
Shares5,325 from 5,325
Change0 (0%)
Value$383.1K (-$27.5K)
Filed 2026-10-28
RVW Wealth, LLC
UNCHANGED
Shares5,315 from 5,315
Change0 (0%)
Value$382.4K (-$27.4K)
Filed 2026-10-06
Grandfield & Dodd, LLC
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$381.4K (-$27.4K)
Filed 2026-10-29
Heartwood Wealth Advisors LLC
UNCHANGED
Shares5,293 from 5,293
Change0 (0%)
Value$380.8K (-$27.3K)
Filed 2026-10-05
Chemung Canal Trust Co
NEW
Shares5,289
Change+5,289
Value$380.5K
Filed 2026-11-04
PUREfi Wealth, LLC
DECREASED
Shares5,284 from 5,496
Change-212 (-4%)
Value$380.2K (-$43.6K)
Filed 2026-10-19
Vista Investment Partners II, LLC
DECREASED
Shares5,251 from 5,462
Change-211 (-4%)
Value$377.8K (-$43.4K)
Filed 2026-10-15
TCI Wealth Advisors, Inc.
DECREASED
Shares5,244 from 8,426
Change-3,182 (-38%)
Value$377.3K (-$272.4K)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares5,238 from 5,998
Change-760 (-13%)
Value$376.9K (-$85.6K)
Filed 2026-10-23
Everhart Financial Group, Inc.
DECREASED
Shares5,237 from 6,402
Change-1,165 (-18%)
Value$376.8K (-$116.9K)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares5,231 from 7,711
Change-2,480 (-32%)
Value$376.4K (-$218.2K)
Filed 2026-11-04
Presilium Private Wealth, LLC
DECREASED
Shares5,231 from 5,333
Change-102 (-2%)
Value$376.4K (-$34.9K)
Filed 2026-10-26
Secure Asset Management, LLC
INCREASED
Shares5,181 from 4,680
Change+501 (+11%)
Value$372.7K (+$11.9K)
Filed 2026-10-19
Fermata Advisors, LLC
DECREASED
Shares5,136 from 6,299
Change-1,163 (-18%)
Value$369.5K (-$116.2K)
Filed 2026-10-13
Cornerstone Wealth, LLC
DECREASED
Shares5,125 from 6,125
Change-1,000 (-16%)
Value$370.9K (-$92.3K)
Filed 2026-10-28
IAG Wealth Partners, LLC
DECREASED
Shares5,088 from 5,445
Change-357 (-7%)
Value$366.1K (-$53.8K)
Filed 2026-11-06
Creative Capital Management Investments LLC
INCREASED
Shares5,080 from 4,778
Change+302 (+6%)
Value$365.5K (-$2.9K)
Filed 2026-10-28
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares5,065 from 5,065
Change0 (0%)
Value$364.4K (-$26.1K)
Filed 2026-10-26
Altfest L J & Co Inc
DECREASED
Shares5,058 from 5,178
Change-120 (-2%)
Value$363.9K (-$35.3K)
Filed 2026-10-27
Tucker Asset Management LLC
INCREASED
Shares5,056 from 1,166
Change+3,890 (+334%)
Value$363.8K (+$273.9K)
Filed 2026-10-29
SeaCrest Wealth Management, LLC
DECREASED
Shares5,056 from 5,110
Change-54 (-1%)
Value$363.8K (-$30.2K)
Filed 2026-10-21
Clearwave Capital, LLC
INCREASED
Shares5,041 from 5,039
Change+2 (+0%)
Value$362.7K (-$25.8K)
Filed 2026-10-27
LaFleur & Godfrey LLC
NEW
Shares5,030
Change+5,030
Value$361.9K
Filed 2026-10-27
EdgeRock Capital LLC
UNCHANGED
Shares5,017 from 5,017
Change0 (0%)
Value$361.0K (-$25.9K)
Filed 2026-11-03
Colonial River Investments, LLC
INCREASED
Shares4,980 from 4,032
Change+948 (+24%)
Value$358.3K (+$47.4K)
Filed 2026-10-19
Advisor OS, LLC
DECREASED
Shares4,979 from 6,402
Change-1,423 (-22%)
Value$358.2K (-$135.4K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares4,973 from 4,937
Change+36 (+1%)
Value$357.8K (-$22.9K)
Filed 2026-10-26
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares4,962 from 5,095
Change-133 (-3%)
Value$357.0K (-$35.9K)
Filed 2026-10-16
Hidden Cove Wealth Management, LLC
DECREASED
Shares4,950 from 4,992
Change-42 (-1%)
Value$356.2K (-$28.8K)
Filed 2026-10-19
Northbridge Financial Group, LLC
DECREASED
Shares4,946 from 5,124
Change-178 (-3%)
Value$366.0K (-$29.1K)
Filed 2026-11-05
Charis Legacy Partners, LLC
DECREASED
Shares4,945 from 5,460
Change-515 (-9%)
Value$355.8K (-$65.2K)
Filed 2026-10-22
World Equity Group, Inc.
DECREASED
Shares4,935 from 6,080
Change-1,145 (-19%)
Value$355.0K (-$113.7K)
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares4,935 from 4,935
Change0 (0%)
Value$355.1K (-$25.5K)
Filed 2026-10-23
Financial Guidance Group, Inc.
DECREASED
Shares4,925 from 5,425
Change-500 (-9%)
Value$354.4K (-$64.0K)
Filed 2026-10-21
Compass Financial Management LLC
DECREASED
Shares4,908 from 5,008
Change-100 (-2%)
Value$353.1K (-$33.1K)
Filed 2026-10-30
Americana Partners, LLC
DECREASED
Shares4,895 from 4,925
Change-30 (-1%)
Value$352.2K (-$27.6K)
Filed 2026-10-28
Register Financial Advisors LLC
INCREASED
Shares4,893 from 4,845
Change+48 (+1%)
Value$352.0K (-$21.6K)
Filed 2026-10-23
Alpha Omega Wealth Management LLC
INCREASED
Shares4,876 from 3,896
Change+980 (+25%)
Value$350.8K (+$50.4K)
Filed 2026-10-23
Geneva Partners, LLC
INCREASED
Shares4,854 from 4,841
Change+13 (+0%)
Value$349.2K (-$23.0K)
Filed 2026-10-26
Gratus Wealth Advisors, LLC
INCREASED
Shares4,851 from 4,821
Change+30 (+1%)
Value$349.0K (-$22.7K)
Filed 2026-10-26
Dumont & Blake Investment Advisors LLC
INCREASED
Shares4,850 from 4,718
Change+132 (+3%)
Value$348.9K (-$14.8K)
Filed 2026-10-28
Obermeyer Wealth Partners
UNCHANGED
Shares4,849 from 4,849
Change0 (0%)
Value$348.9K (-$25.0K)
Filed 2026-10-21
LEE Danner & Bass Inc
UNCHANGED
Shares4,831 from 4,831
Change0 (0%)
Value$347.6K (-$24.9K)
Filed 2026-10-27
West Wealth Group, LLC
INCREASED
Shares4,746 from 4,509
Change+237 (+5%)
Value$341.5K (-$6.3K)
Filed 2026-10-14
Silverlake Wealth Management LLC
DECREASED
Shares4,741 from 5,016
Change-275 (-5%)
Value$341.1K (-$45.7K)
Filed 2026-10-21
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares4,739 from 5,236
Change-497 (-9%)
Value$341.0K (-$62.7K)
Filed 2026-10-09
Milestone Asset Management Group, LLC
INCREASED
Shares4,714 from 3,066
Change+1,648 (+54%)
Value$339.2K (+$102.8K)
Filed 2026-10-20
Summit Asset Management, LLC
DECREASED
Shares4,671 from 4,837
Change-166 (-3%)
Value$336.0K (-$36.9K)
Filed 2026-11-05
KFG LLC
NEW
Shares4,657
Change+4,657
Value$335.1K
Filed 2026-11-02
Birchwood Financial Partners, Inc.
DECREASED
Shares4,624 from 4,659
Change-35 (-1%)
Value$332.7K (-$26.6K)
Filed 2026-11-02
Northeast Investment Management
DECREASED
Shares4,612 from 4,984
Change-372 (-7%)
Value$331.8K (-$52.5K)
Filed 2026-10-30
Obsidian CIO, LLC
DECREASED
Shares4,586 from 4,604
Change-18 (0%)
Value$330.0K (-$25.0K)
Filed 2026-11-05
Charles Schwab Trust Co
INCREASED
Shares4,582 from 3,182
Change+1,400 (+44%)
Value$329.7K (+$84.3K)
Filed 2026-10-15
Sentry LLC
UNCHANGED
Shares4,575 from 4,575
Change0 (0%)
Value$329.2K (-$23.6K)
Filed 2026-10-30
Granite Investment Partners, LLC
UNCHANGED
Shares4,555 from 4,555
Change0 (0%)
Value$327.7K (-$23.5K)
Filed 2026-11-04
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares4,525 from 4,525
Change0 (0%)
Value$325.6K (-$23.3K)
Filed 2026-10-23
Commonwealth Retirement Investments LLC
UNCHANGED
Shares4,513 from 4,513
Change0 (0%)
Value$324.7K (-$23.3K)
Filed 2026-10-26
Trust Co of the South
UNCHANGED
Shares4,513 from 4,513
Change0 (0%)
Value$324.7K (-$23.3K)
Filed 2026-10-21
Annex Advisory Services, LLC
INCREASED
Shares4,452 from 4,181
Change+271 (+6%)
Value$320.3K (-$2.1K)
Filed 2026-10-16
Brick & Kyle, Associates
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$320.2K (+$19.7K)
Filed 2026-11-05
Approach Retirement Advisors, LLC
INCREASED
Shares4,390 from 4,000
Change+390 (+10%)
Value$315.9K (+$7.4K)
Filed 2026-10-22
Atwood & Palmer Inc
UNCHANGED
Shares4,380 from 4,380
Change0 (0%)
Value$315.1K (-$22.6K)
Filed 2026-10-08
Fiduciary Alliance LLC
DECREASED
Shares4,377 from 6,003
Change-1,626 (-27%)
Value$314.9K (-$148.0K)
Filed 2026-10-13
Cynosure Group, LLC
UNCHANGED
Shares4,373 from 4,373
Change0 (0%)
Value$314.6K (-$22.6K)
Filed 2026-11-03
Madden Securities Corp
UNCHANGED
Shares4,372 from 4,372
Change0 (0%)
Value$314.6K (-$22.6K)
Filed 2026-10-27
King Luther Capital Management Corp
UNCHANGED
Shares4,370 from 4,370
Change0 (0%)
Value$314.4K (-$22.5K)
Filed 2026-11-05
Hanson & Doremus Investment Management
UNCHANGED
Shares4,370 from 4,370
Change0 (0%)
Value$314 (-$336.7K)
Filed 2026-10-16
Curran Financial Partners, LLC
DECREASED
Shares4,366 from 4,687
Change-321 (-7%)
Value$314.1K (-$47.3K)
Filed 2026-11-04
Mainstream Capital Management LLC
DECREASED
Shares4,357 from 5,668
Change-1,311 (-23%)
Value$313.5K (-$123.6K)
Filed 2026-10-23
Avaii Wealth Management, LLC
DECREASED
Shares4,343 from 4,443
Change-100 (-2%)
Value$318.7K (-$23.9K)
Filed 2026-10-09
Auour Investments LLC
UNCHANGED
Shares4,305 from 4,305
Change0 (0%)
Value$309.7K (-$22.2K)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED
Shares4,274 from 4,129
Change+145 (+4%)
Value$307.5K (-$10.9K)
Filed 2026-10-16
Lexington Hill Partners, LLC
INCREASED
Shares4,264 from 4,251
Change+13 (+0%)
Value$306.8K (-$21.0K)
Filed 2026-10-13
Dala Group, LLC
INCREASED
Shares4,253 from 3,924
Change+329 (+8%)
Value$306.0K (+$3.4K)
Filed 2026-10-29
GSG Advisors LLC
INCREASED
Shares4,247 from 4,236
Change+11 (+0%)
Value$305.6K (-$21.1K)
Filed 2026-11-03
Princeton Capital Management LLC
UNCHANGED
Shares4,240 from 4,240
Change0 (0%)
Value$305.1K (-$21.9K)
Filed 2026-10-27
Chris Bulman Inc
UNCHANGED
Shares4,238 from 4,238
Change0 (0%)
Value$304.9K (-$21.9K)
Filed 2026-10-20
Bell Bank
DECREASED
Shares4,236 from 4,598
Change-362 (-8%)
Value$304.8K (-$49.8K)
Filed 2026-10-21
Integral Investment Advisors, Inc.
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$304.3K (-$21.8K)
Filed 2026-11-03
Wealth Architects, LLC
INCREASED
Shares4,223 from 3,340
Change+883 (+26%)
Value$303.9K (+$46.3K)
Filed 2026-11-03
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares4,190 from 4,190
Change0 (0%)
Value$301.5K (-$21.6K)
Filed 2026-11-02
Private Client Services, LLC
DECREASED
Shares4,188 from 4,840
Change-652 (-13%)
Value$301.3K (-$71.9K)
Filed 2026-10-02
Sentinel Pension Advisors, LLC
NEW
Shares4,180
Change+4,180
Value$300.7K
Filed 2026-11-02
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares4,175 from 4,175
Change0 (0%)
Value$300.4K (-$21.5K)
Filed 2026-10-14
E6 Portfolios, LLC
DECREASED
Shares4,169 from 4,618
Change-449 (-10%)
Value$300.0K (-$56.1K)
Filed 2026-10-26
WestHill Financial Advisors, Inc.
DECREASED
Shares4,134 from 4,200
Change-66 (-2%)
Value$297.5K (-$26.4K)
Filed 2026-10-14
Manchester Capital Management LLC
INCREASED
Shares4,128 from 2,265
Change+1,863 (+82%)
Value$297.0K (+$122.4K)
Filed 2026-10-22
Archer Investment Corp
DECREASED
Shares4,117 from 4,632
Change-515 (-11%)
Value$296.2K (-$61.0K)
Filed 2026-11-05
Cordoba Advisory Partners LLC
UNCHANGED
Shares4,105 from 4,105
Change0 (0%)
Value$295.4K (-$21.2K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares4,102 from 4,102
Change0 (0%)
Value$295.1K (-$21.2K)
Filed 2026-10-26
Clayton Financial Group LLC
INCREASED
Shares4,097 from 4,095
Change+2 (+0%)
Value$294.8K (-$21.0K)
Filed 2026-10-13
Aufman Associates Inc
UNCHANGED
Shares4,091 from 4,091
Change0 (0%)
Value$294.3K (-$21.1K)
Filed 2026-11-04
Mengis Capital Management, Inc.
INCREASED
Shares4,082 from 4,073
Change+9 (+0%)
Value$293.7K (-$20.4K)
Filed 2026-10-13
KFG Wealth Management, LLC
DECREASED
Shares4,078 from 4,212
Change-134 (-3%)
Value$293.4K (-$31.3K)
Filed 2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares4,075 from 4,044
Change+31 (+1%)
Value$293.2K (-$18.6K)
Filed 2026-10-30
Kachkovsky & Fisher, Inc.
NEW
Shares4,056
Change+4,056
Value$291.8K
Filed 2026-10-21
Green Ridge Wealth Planning LLC
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$291.4K (-$20.9K)
Filed 2026-10-08
Leelyn Smith, LLC
INCREASED
Shares4,043 from 3,409
Change+634 (+19%)
Value$290.9K (+$28.0K)
Filed 2026-11-03
LJI Wealth Management, LLC
DECREASED
Shares4,003 from 4,021
Change-18 (0%)
Value$288.0K (-$22.1K)
Filed 2026-10-28
JIM Saulnier & Associates, LLC
UNCHANGED
Shares3,992 from 3,992
Change0 (0%)
Value$287.2K (-$20.6K)
Filed 2026-11-04
Purewater Capital LLC
DECREASED
Shares3,970 from 3,973
Change-3 (0%)
Value$285.6K (-$20.7K)
Filed 2026-10-23
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares3,967 from 3,967
Change0 (0%)
Value$285.4K (-$20.5K)
Filed 2026-10-22
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares3,965 from 3,965
Change0 (0%)
Value$285.3K (-$20.5K)
Filed 2026-10-16
Bauman Advisory Group, LLC
DECREASED
Shares3,964 from 3,992
Change-28 (-1%)
Value$285.2K (-$22.6K)
Filed 2026-10-29
Financial Symmetry Inc
INCREASED
Shares3,961 from 3,597
Change+364 (+10%)
Value$285.0K (+$7.6K)
Filed 2026-10-06
Abacus Wealth Partners, LLC
NEW
Shares3,944
Change+3,944
Value$283.8K
Filed 2026-11-03
Rodgers & Associates, LTD
UNCHANGED
Shares3,899 from 3,899
Change0 (0%)
Value$280.5K (-$20.1K)
Filed 2026-10-20
Krane Financial Solutions LLC
DECREASED
Shares3,864 from 4,117
Change-253 (-6%)
Value$278.0K (-$39.5K)
Filed 2026-10-30
Washington Trust Bank
NEW
Shares3,857
Change+3,857
Value$277.5K
Filed 2026-11-03
High Probability Advisors, LLC
UNCHANGED
Shares3,831 from 3,831
Change0 (0%)
Value$275.6K (-$19.8K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares3,830 from 3,818
Change+12 (+0%)
Value$275.6K (-$18.8K)
Filed 2026-10-27
Trademark Financial Management, LLC
DECREASED
Shares3,823 from 4,356
Change-533 (-12%)
Value$275.1K (-$60.9K)
Filed 2026-10-23
Legacy Solutions, LLC
INCREASED
Shares3,795 from 3,792
Change+3 (+0%)
Value$273.0K (-$19.3K)
Filed 2026-10-07
City Center Advisors, LLC
INCREASED
Shares3,778 from 3,563
Change+215 (+6%)
Value$271.8K (-$2.9K)
Filed 2026-10-08
Envision Financial LLC
DECREASED
Shares3,773 from 5,866
Change-2,093 (-36%)
Value$2.9M (+$2.4M)
Filed 2026-10-15
Foguth Wealth Management, Llc.
INCREASED
Shares3,761 from 2,818
Change+943 (+33%)
Value$272.1K (+$60.9K)
Filed 2026-10-19
4J Wealth Management LLC
DECREASED
Shares3,749 from 3,752
Change-3 (0%)
Value$269.7K (-$19.6K)
Filed 2026-11-02
Bluestem Financial Advisors, LLC
DECREASED
Shares3,745 from 5,342
Change-1,597 (-30%)
Value$269.5K (-$142.5K)
Filed 2026-10-20
3 Factor Indexing, LLC
UNCHANGED
Shares3,745 from 3,745
Change0 (0%)
Value$269.5K (-$19.3K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
INCREASED
Shares3,742 from 3,372
Change+370 (+11%)
Value$269.3K (+$9.2K)
Filed 2026-10-28
Gold Investment Management Ltd.
UNCHANGED
Shares3,725 from 3,725
Change0 (0%)
Value$268.1K (-$19.1K)
Filed 2026-10-19
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares3,722 from 3,537
Change+185 (+5%)
Value$267.8K (-$4.9K)
Filed 2026-11-05
LFG Wealth Partners, LLC
DECREASED
Shares3,719 from 4,277
Change-558 (-13%)
Value$267.6K (-$62.2K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
INCREASED
Shares3,717 from 3,706
Change+11 (+0%)
Value$267.4K (-$18.3K)
Filed 2026-11-04
Grove Street Fiduciary, LLC
UNCHANGED
Shares3,717 from 3,717
Change0 (0%)
Value$267.4K (-$19.2K)
Filed 2026-10-13
Sutton Place Investors LLC
INCREASED
Shares3,704 from 2,610
Change+1,094 (+42%)
Value$266.5K (+$65.2K)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares3,702 from 3,734
Change-32 (-1%)
Value$266.4K (-$21.6K)
Filed 2026-10-16
Destiny Wealth Partners, LLC
NEW
Shares3,697
Change+3,697
Value$273.3K
Filed 2026-11-05
Global Assets Advisory, LLC
INCREASED
Shares3,686 from 3,582
Change+104 (+3%)
Value$272.9K (-$2.0K)
Filed 2026-10-28
Quantum Financial Partners LLC
INCREASED
Shares3,644 from 3,639
Change+5 (+0%)
Value$262.2K (-$18.5K)
Filed 2026-10-19
Covenant Asset Management, LLC
UNCHANGED
Shares3,640 from 3,640
Change0 (0%)
Value$261.9K (-$18.8K)
Filed 2026-10-14
Cookson Peirce & Co Inc
NEW
Shares3,633
Change+3,633
Value$261.4K
Filed 2026-10-30
Shum Financial Group, Inc.
UNCHANGED
Shares3,631 from 3,631
Change0 (0%)
Value$261.3K (-$18.7K)
Filed 2026-10-13
Inlet Private Wealth, LLC
UNCHANGED
Shares3,625 from 3,625
Change0 (0%)
Value$260.8K (-$18.7K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
DECREASED
Shares3,623 from 4,034
Change-411 (-10%)
Value$55.2K (+$25.9K)
Filed 2026-11-04
Woodward Financial Advisors, Inc.
INCREASED
Shares3,622 from 3,384
Change+238 (+7%)
Value$260.6K (-$337)
Filed 2026-10-19
Worth Financial Advisory Group, LLC
UNCHANGED
Shares3,620 from 3,620
Change0 (0%)
Value$260.5K (-$18.7K)
Filed 2026-10-19
Warwick Investment Management, Inc.
INCREASED
Shares3,614 from 3,576
Change+38 (+1%)
Value$260.0K (-$15.7K)
Filed 2026-10-19
Manske Wealth Management
UNCHANGED
Shares3,587 from 3,587
Change0 (0%)
Value$258.1K (-$18.5K)
Filed 2026-10-26
TFB Advisors LLC
UNCHANGED
Shares3,575 from 3,575
Change0 (0%)
Value$257.2K (-$18.4K)
Filed 2026-11-02
Penney Financial, LLC
UNCHANGED
Shares3,575 from 3,575
Change0 (0%)
Value$257.2K (-$18.4K)
Filed 2026-10-20
First Premier Bank
DECREASED
Shares3,569 from 3,588
Change-19 (-1%)
Value$257 (-$20)
Filed 2026-10-13
Sensible Money, LLC
INCREASED
Shares3,533 from 3,530
Change+3 (+0%)
Value$254.2K (-$18.0K)
Filed 2026-10-20
Compass Wealth Management LLC
UNCHANGED
Shares3,529 from 3,529
Change0 (0%)
Value$253.9K (-$18.2K)
Filed 2026-10-22
Braun-Bostich & Associates Inc.
UNCHANGED
Shares3,525 from 3,525
Change0 (0%)
Value$253.6K (-$18.2K)
Filed 2026-10-20
Chemistry Wealth Management LLC
UNCHANGED
Shares3,520 from 3,520
Change0 (0%)
Value$253.3K (-$18.2K)
Filed 2026-10-16
Briggs Wealth Management, Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$251.8K (-$18.1K)
Filed 2026-10-26
Adamsbrown Wealth Consultants LLC
INCREASED
Shares3,498 from 3,492
Change+6 (+0%)
Value$251.7K (-$17.6K)
Filed 2026-10-20
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares3,496 from 3,592
Change-96 (-3%)
Value$251.5K (-$25.4K)
Filed 2026-10-16
Detalus Advisors, LLC
INCREASED
Shares3,492 from 3,373
Change+119 (+4%)
Value$251.2K (-$8.8K)
Filed 2026-10-15
Global Trust Asset Management, LLC
DECREASED
Shares3,488 from 4,678
Change-1,190 (-25%)
Value$250.9K (-$109.8K)
Filed 2026-10-19
Beacon Financial Advisory LLC
DECREASED
Shares3,488 from 3,796
Change-308 (-8%)
Value$251.0K (-$41.7K)
Filed 2026-10-16
Ifrah Financial Services, Inc.
INCREASED
Shares3,484 from 3,283
Change+201 (+6%)
Value$250.7K (-$2.5K)
Filed 2026-10-13
Strategy Asset Managers LLC
INCREASED
Shares3,480 from 3,477
Change+3 (+0%)
Value$250.4K (-$17.8K)
Filed 2026-10-14
Fogel Capital Management, Inc.
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$250.4K (-$18.0K)
Filed 2026-11-04
True North Advisors, LLC
DECREASED
Shares3,466 from 3,573
Change-107 (-3%)
Value$249.4K (-$26.1K)
Filed 2026-10-22
Stablepoint Partners, LLC
INCREASED
Shares3,465 from 3,341
Change+124 (+4%)
Value$249.3K (-$8.3K)
Filed 2026-11-03
Sherrill & Hutchins Financial Advisory, Inc
INCREASED
Shares3,452 from 3,030
Change+422 (+14%)
Value$248.4K (+$14.7K)
Filed 2026-10-14
Sidoxia Capital Management, LLC
DECREASED
Shares3,450 from 3,936
Change-486 (-12%)
Value$248.2K (-$55.3K)
Filed 2026-10-28
Amicus Financial Advisors, LLC
DECREASED
Shares3,444 from 3,531
Change-87 (-2%)
Value$247.8K (-$24.4K)
Filed 2026-11-03
Cornerstone Advisory, LLC
INCREASED
Shares3,441 from 3,208
Change+233 (+7%)
Value$247.6K (+$171)
Filed 2026-11-06
Unique Wealth, LLC
NEW
Shares3,432
Change+3,432
Value$247.0K
Filed 2026-10-16
Wealth Preservation Advisors, LLC
INCREASED
Shares3,427 from 2,731
Change+696 (+25%)
Value$246.6K (+$36.0K)
Filed 2026-11-05
Auctus Advisors LLC
UNCHANGED
Shares3,427 from 3,427
Change0 (0%)
Value$246.6K (-$17.7K)
Filed 2026-10-23
WealthPoint Financial, LLC
DECREASED
Shares3,421 from 3,439
Change-18 (-1%)
Value$246.1K (-$19.1K)
Filed 2026-11-03
Capital Wealth Management, LLC
DECREASED
Shares3,417 from 3,446
Change-29 (-1%)
Value$245.9K (-$19.9K)
Filed 2026-10-27
Gutierrez Wealth Advisory, LLC
DECREASED
Shares3,389 from 3,431
Change-42 (-1%)
Value$243.8K (-$20.8K)
Filed 2026-11-02
RAM Investment Partners, LLC
NEW
Shares3,388
Change+3,388
Value$243.8K
Filed 2026-10-21
Tortuga Wealth Management, Inc
DECREASED
Shares3,388 from 3,390
Change-2 (0%)
Value$243.9K (-$17.5K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares3,386 from 3,386
Change0 (0%)
Value$243.6K (-$17.5K)
Filed 2026-10-22
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares3,375 from 3,382
Change-7 (0%)
Value$242.8K (-$18.0K)
Filed 2026-10-30
Aull & Monroe Investment Management Corp
UNCHANGED
Shares3,375 from 3,375
Change0 (0%)
Value$242.8K (-$17.4K)
Filed 2026-10-16
Focused Wealth Management, Inc
INCREASED
Shares3,374 from 3,365
Change+9 (+0%)
Value$242.8K (-$16.7K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
DECREASED
Shares3,370 from 3,385
Change-15 (0%)
Value$242.5K (-$18.5K)
Filed 2026-10-05
Tenon Financial LLC
INCREASED
Shares3,366 from 3,360
Change+6 (+0%)
Value$242.2K (-$17.0K)
Filed 2026-10-14
Bfsg, LLC
DECREASED
Shares3,365 from 3,492
Change-127 (-4%)
Value$242.1K (-$27.2K)
Filed 2026-10-30
Wealthcare Capital Partners, LLC
DECREASED
Shares3,359 from 3,493
Change-134 (-4%)
Value$241.7K (-$27.7K)
Filed 2026-10-21
GoalVest Advisory LLC
INCREASED
Shares3,359 from 3,242
Change+117 (+4%)
Value$241.7K (-$8.3K)
Filed 2026-10-02
Investors Asset Management of Georgia Inc
INCREASED
Shares3,357 from 3,356
Change+1 (+0%)
Value$241.5K (-$17.3K)
Filed 2026-10-20
F&V Capital Management, LLC
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$241 (-$257.8K)
Filed 2026-10-19
TCP Asset Management, LLC
INCREASED
Shares3,347 from 3,344
Change+3 (+0%)
Value$245.6K (-$12.2K)
Filed 2026-10-14
Rise Advisors, LLC
DECREASED
Shares3,346 from 3,951
Change-605 (-15%)
Value$240.7K (-$63.9K)
Filed 2026-10-16
Legacy Financial Group, Inc.
DECREASED
Shares3,343 from 3,344
Change-1 (0%)
Value$240.5K (-$17.4K)
Filed 2026-10-21
Pathway Financial Advisors LLC
INCREASED
Shares3,322 from 3,321
Change+1 (+0%)
Value$239.0K (-$13.7K)
Filed 2026-10-07
Warren Street Wealth Advisors, LLC
UNCHANGED
Shares3,310 from 3,310
Change0 (0%)
Value$238.2K (-$17.1K)
Filed 2026-11-04
Lazari Capital Management, Inc.
UNCHANGED
Shares3,306 from 3,306
Change0 (0%)
Value$237.9K (-$17.1K)
Filed 2026-10-20
Blue Zone Wealth Advisors, LLC
NEW
Shares3,292
Change+3,292
Value$236.9K
Filed 2026-10-19
Fiduciary Family Office, LLC
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$235.6K (-$16.9K)
Filed 2026-11-04
Sageworth Trust Co of South Dakota
UNCHANGED
Shares3,273 from 3,273
Change0 (0%)
Value$235.5K (-$16.9K)
Filed 2026-10-30
James T. Borello RIA
DECREASED
Shares3,258 from 3,375
Change-117 (-3%)
Value$234.4K (-$25.8K)
Filed 2026-10-16
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares3,251 from 3,251
Change0 (0%)
Value$233.9K (-$16.8K)
Filed 2026-10-13
XXI Wealth, LLC
DECREASED
Shares3,250 from 3,354
Change-104 (-3%)
Value$233.8K (-$24.8K)
Filed 2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares3,247 from 3,204
Change+43 (+1%)
Value$233.6K (-$13.4K)
Filed 2026-10-15
Echo45 Advisors LLC
NEW
Shares3,246
Change+3,246
Value$233.6K
Filed 2026-10-07
Triton Wealth Management, Pllc
INCREASED
Shares3,244 from 3,242
Change+2 (+0%)
Value$242.7K (+$362)
Filed 2026-11-04
GS Investments, Inc.
DECREASED
Shares3,242 from 22,146
Change-18,904 (-85%)
Value$233.3K (-$1.5M)
Filed 2026-11-05
55 North Private Wealth, LLC
DECREASED
Shares3,237 from 3,276
Change-39 (-1%)
Value$232.9K (-$19.7K)
Filed 2026-10-20
Fox Financial, Inc
UNCHANGED
Shares3,237 from 3,237
Change0 (0%)
Value$232.9K (-$16.7K)
Filed 2026-10-29
Core Wealth Partners LLC
NEW
Shares3,235
Change+3,235
Value$232.8K
Filed 2026-11-02
Andrews, Lucia Wealth Management LLC
UNCHANGED
Shares3,227 from 3,227
Change0 (0%)
Value$232.2K (-$16.7K)
Filed 2026-11-02
Cannon Capital Management, Inc.
DECREASED
Shares3,193 from 3,218
Change-25 (-1%)
Value$229.7K (-$18.4K)
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares3,185 from 3,185
Change0 (0%)
Value$229.2K (-$16.4K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED
Shares3,179 from 4,354
Change-1,175 (-27%)
Value$228.7K (-$107.0K)
Filed 2026-10-14
Cannon Financial Strategists, Inc.
INCREASED
Shares3,165 from 2,827
Change+338 (+12%)
Value$227.7K (+$9.7K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
DECREASED
Shares3,165 from 3,166
Change-1 (0%)
Value$227.7K (-$16.4K)
Filed 2026-11-02
Darrow Company, Inc.
DECREASED
Shares3,156 from 3,195
Change-39 (-1%)
Value$227.1K (-$19.3K)
Filed 2026-10-22
Heritage Investment Group, Inc.
UNCHANGED
Shares3,156 from 3,156
Change0 (0%)
Value$227.1K (-$16.3K)
Filed 2026-11-03
Livet Wealth, LLC
UNCHANGED
Shares3,135 from 3,135
Change0 (0%)
Value$225.5K (-$16.2K)
Filed 2026-10-27
L.K. Benson & Company, P.C.
DECREASED
Shares3,131 from 3,169
Change-38 (-1%)
Value$225.3K (-$19.1K)
Filed 2026-10-23
Beacon Financial Group
UNCHANGED
Shares3,129 from 3,129
Change0 (0%)
Value$225.1K (-$16.1K)
Filed 2026-10-19
Freedom Day Solutions, LLC
UNCHANGED
Shares3,129 from 3,129
Change0 (0%)
Value$225.1K (-$16.1K)
Filed 2026-10-20
Fortem Financial Group, LLC
NEW
Shares3,128
Change+3,128
Value$225.1K
Filed 2026-10-20
McElhenny Sheffield Capital Management, LLC
DECREASED
Shares3,122 from 4,143
Change-1,021 (-25%)
Value$224.6K (-$94.8K)
Filed 2026-11-06
Southern Capital Advisors, LLC
UNCHANGED
Shares3,120 from 3,120
Change0 (0%)
Value$224.5K (-$16.1K)
Filed 2026-10-26
Fund Evaluation Group, LLC
NEW
Shares3,098
Change+3,098
Value$222.9K
Filed 2026-11-05
Wilkins Investment Counsel Inc
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$221.2K (-$15.9K)
Filed 2026-11-03
Mattern Wealth Management LLC
UNCHANGED
Shares3,073 from 3,073
Change0 (0%)
Value$221.1K (-$15.9K)
Filed 2026-11-04
Kassira Wealth Management LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$220.9K (-$15.8K)
Filed 2026-10-28
LongView Wealth Management
DECREASED
Shares3,068 from 3,073
Change-5 (0%)
Value$220.7K (-$16.2K)
Filed 2026-10-19
Cornerstone National Bank & Trust Co
INCREASED
Shares3,050 from 200
Change+2,850 (+1425%)
Value$221.7K (+$206.4K)
Filed 2026-10-20
Collier Financial
DECREASED
Shares3,048 from 3,342
Change-294 (-9%)
Value$219.3K (-$38.5K)
Filed 2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares3,042 from 2,980
Change+62 (+2%)
Value$218.9K (-$10.9K)
Filed 2026-10-13
Columbia Advisory Partners LLC
UNCHANGED
Shares3,037 from 3,037
Change0 (0%)
Value$218.5K (-$15.7K)
Filed 2026-10-15
Michael Brady & Co., LLC
UNCHANGED
Shares3,027 from 3,027
Change0 (0%)
Value$217.8K (-$15.6K)
Filed 2026-10-23
Family Office Research LLC
DECREASED
Shares3,025 from 3,539
Change-514 (-15%)
Value$217.7K (-$55.2K)
Filed 2026-10-14
Phoenix Wealth Advisors
NEW
Shares3,024
Change+3,024
Value$217.6K
Filed 2026-11-03
Verum Partners LLC
DECREASED
Shares3,015 from 3,145
Change-130 (-4%)
Value$216.9K (-$25.6K)
Filed 2026-10-21
Riggs Asset Managment Co. Inc.
UNCHANGED
Shares3,007 from 3,007
Change0 (0%)
Value$216.4K (-$15.5K)
Filed 2026-11-05
Shira Ridge Wealth Management
DECREASED
Shares3,001 from 3,282
Change-281 (-9%)
Value$215.9K (-$37.2K)
Filed 2026-10-09
Praetorian Wealth Management, Inc.
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$215.6K (-$15.5K)
Filed 2026-10-16
Cerro Pacific Wealth Advisors LLC
UNCHANGED
Shares2,993 from 2,993
Change0 (0%)
Value$215.3K (-$15.4K)
Filed 2026-10-22
Cornerstone Planning Group LLC
DECREASED
Shares2,982 from 3,068
Change-86 (-3%)
Value$218.9K (-$13.2K)
Filed 2026-10-16
Farrell Financial LLC
INCREASED
Shares2,961 from 2,955
Change+6 (+0%)
Value$213.1K (-$14.8K)
Filed 2026-10-16
Bucket List Wealth Management, LLC
INCREASED
Shares2,943 from 2,934
Change+9 (+0%)
Value$211.7K (-$14.5K)
Filed 2026-10-22
Altus Wealth Group LLC
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$209.4K (-$15.0K)
Filed 2026-10-20
Balance Wealth Partners LLC
DECREASED
Shares2,900 from 4,025
Change-1,125 (-28%)
Value$208.7K (-$101.7K)
Filed 2026-10-27
Financial Advisory Corp
DECREASED
Shares2,896 from 2,968
Change-72 (-2%)
Value$208.4K (-$20.5K)
Filed 2026-10-14
Eukles Asset Management
INCREASED
Shares2,893 from 2,786
Change+107 (+4%)
Value$208.1K (-$6.7K)
Filed 2026-11-04
Tableaux LLC
UNCHANGED
Shares2,893 from 2,893
Change0 (0%)
Value$208.2K (-$14.9K)
Filed 2026-10-23
InTrack Investment Management Inc
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$207.6K (-$14.9K)
Filed 2026-10-15
Shrier Wealth Management, LLC
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$207.6K (-$14.9K)
Filed 2026-10-20
RMR Capital Management, LLC
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$207.6K (-$14.9K)
Filed 2026-10-23
Clark Asset Management, LLC
DECREASED
Shares2,883 from 4,153
Change-1,270 (-31%)
Value$207.5K (-$112.7K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares2,871 from 2,871
Change0 (0%)
Value$206.5K (-$14.8K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$205.8K (-$14.8K)
Filed 2026-10-15
Altar Rock LLC
NEW
Shares2,839
Change+2,839
Value$208.5K
Filed 2026-11-06
Sterling Wealth Management, Inc.
DECREASED
Shares2,829 from 5,223
Change-2,394 (-46%)
Value$203.5K (-$199.2K)
Filed 2026-10-23
RiverTree Advisors, LLC
NEW
Shares2,822
Change+2,822
Value$203.0K
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares2,817 from 2,681
Change+136 (+5%)
Value$202.7K (-$4.0K)
Filed 2026-10-29
Stewardship Concepts Financial Services LLC
UNCHANGED
Shares2,814 from 2,814
Change0 (0%)
Value$202.5K (-$14.5K)
Filed 2026-10-06
Bridgelight Financial Advisors, Inc.
INCREASED
Shares2,804 from 2,796
Change+8 (+0%)
Value$201.8K (-$13.8K)
Filed 2026-10-20
Mallini Complete Financial Planning LLC
INCREASED
Shares2,804 from 2,802
Change+2 (+0%)
Value$201.8K (-$14.3K)
Filed 2026-10-06
Evolution Wealth Management Inc.
UNCHANGED
Shares2,802 from 2,802
Change0 (0%)
Value$201.6K (-$14.5K)
Filed 2026-10-28
Richard P Slaughter Associates Inc
NEW
Shares2,796
Change+2,796
Value$201.2K
Filed 2026-10-13
Capital Square, LLC
DECREASED
Shares2,788 from 2,858
Change-70 (-2%)
Value$200.7K (-$15.6K)
Filed 2026-10-19
Heritage Family Offices, LLP
DECREASED
Shares2,742 from 2,748
Change-6 (0%)
Value$197.3K (-$14.7K)
Filed 2026-11-02
Hurley Capital, LLC
INCREASED
Shares2,721 from 268
Change+2,453 (+915%)
Value$195.8K (+$175.1K)
Filed 2026-11-05
Addison Advisors LLC
INCREASED
Shares2,692 from 2,260
Change+432 (+19%)
Value$193.7K (+$19.4K)
Filed 2026-11-06
Torren Management, LLC
UNCHANGED
Shares2,654 from 2,654
Change0 (0%)
Value$190.9K (-$13.7K)
Filed 2026-10-29
Community Financial Services Group, LLC
INCREASED
Shares2,575 from 2,520
Change+55 (+2%)
Value$187.2K (-$5.4K)
Filed 2026-10-15
Concord Wealth Partners
INCREASED
Shares2,515 from 2,508
Change+7 (+0%)
Value$180.9K (-$12.5K)
Filed 2026-11-02
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$176.3K (-$12.6K)
Filed 2026-10-15
SRH Advisors, LLC
UNCHANGED
Shares2,410 from 2,410
Change0 (0%)
Value$173.4K (-$12.4K)
Filed 2026-10-22
Barrett & Company, Inc.
UNCHANGED
Shares2,385 from 2,385
Change0 (0%)
Value$171.6K (-$12.3K)
Filed 2026-10-22
Acumen Wealth Advisors, LLC
INCREASED
Shares2,376 from 2,257
Change+119 (+5%)
Value$171.0K (-$3.1K)
Filed 2026-11-05
Spirit of America Management Corp
DECREASED
Shares2,317 from 173,366
Change-171,049 (-99%)
Value$169.5K (+$167.2K)
Filed 2026-10-14
Morling Financial Advisors, LLC
INCREASED
Shares2,304 from 2,011
Change+293 (+15%)
Value$165.8K (+$10.7K)
Filed 2026-10-28
Pillar Financial Advisors, LLC
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$164.4K (-$11.8K)
Filed 2026-10-21
Trellis Wealth Advisors LLC
NEW
Shares2,271
Change+2,271
Value$163.4K
Filed 2026-10-19
Kimelman & Baird, LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$161.9K (-$11.6K)
Filed 2026-11-03
First United Bank & Trust
UNCHANGED
Shares2,215 from 2,215
Change0 (0%)
Value$159.4K (-$11.4K)
Filed 2026-10-22
Sage Mountain Advisors LLC
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$156.9K (-$11.2K)
Filed 2026-11-02
Keystone Financial Group, Inc.
UNCHANGED
Shares2,158 from 2,158
Change0 (0%)
Value$155.2K (-$11.1K)
Filed 2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED
Shares2,155 from 2,155
Change0 (0%)
Value$155.1K (-$11.1K)
Filed 2026-10-22
Capital Investment Counsel, Inc
INCREASED
Shares2,125 from 1,700
Change+425 (+25%)
Value$152.9K (+$21.8K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares2,089 from 768
Change+1,321 (+172%)
Value$150.3K (+$91.1K)
Filed 2026-11-04
Hara Capital LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$147.5K (-$10.6K)
Filed 2026-10-30
Steph & Co
DECREASED
Shares2,027 from 2,194
Change-167 (-8%)
Value$145.8K (-$23.3K)
Filed 2026-10-07
DeDora Capital, Inc.
NEW
Shares2,002
Change+2,002
Value$144.0K
Filed 2026-10-26
Hughes Financial Services, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$143.9K (-$5.6K)
Filed 2026-10-30
Marquette Asset Management, LLC
DECREASED
Shares1,919 from 2,021
Change-102 (-5%)
Value$138.1K (-$17.8K)
Filed 2026-10-09
Horizon Financial Services, LLC
UNCHANGED
Shares1,917 from 1,917
Change0 (0%)
Value$137.9K (-$9.9K)
Filed 2026-11-04
Hickory Point Bank & Trust
UNCHANGED
Shares1,891 from 1,891
Change0 (0%)
Value$136.1K (-$9.8K)
Filed 2026-10-01
Toth Financial Advisory Corp
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$135.8K (-$9.7K)
Filed 2026-10-08
Morton Brown Family Wealth, LLC
INCREASED
Shares1,865 from 1,244
Change+621 (+50%)
Value$134.2K (+$38.3K)
Filed 2026-10-23
Nfsg Corp
DECREASED
Shares1,800 from 2,573
Change-773 (-30%)
Value$129.5K (-$68.9K)
Filed 2026-10-15
3Chopt Investment Partners, LLC
DECREASED
Shares1,745 from 2,595
Change-850 (-33%)
Value$125.6K (-$74.5K)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares1,720 from 1,637
Change+83 (+5%)
Value$123.8K (-$2.5K)
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,685 from 749
Change+936 (+125%)
Value$121.2K (+$63.5K)
Filed 2026-10-28
Piscataqua Savings Bank
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$120.5K (-$8.6K)
Filed 2026-10-21
Redwood Park Advisors LLC
INCREASED
Shares1,606 from 1,601
Change+5 (+0%)
Value$115.6K (-$7.9K)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,604 from 1,786
Change-182 (-10%)
Value$115.4K (-$22.4K)
Filed 2026-10-16
Strengthening Families & Communities, LLC
INCREASED
Shares1,596 from 1,591
Change+5 (+0%)
Value$114.9K (-$7.9K)
Filed 2026-10-21
Activest Wealth Management
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$114.0K (-$8.2K)
Filed 2026-10-15
SYM Financial Corp
INCREASED
Shares1,579 from 572
Change+1,007 (+176%)
Value$113.6K (+$69.5K)
Filed 2026-10-26
Trust Co
INCREASED
Shares1,557 from 1,142
Change+415 (+36%)
Value$112.0K (+$24.0K)
Filed 2026-10-09
Y.D. More Investments Ltd
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$107.9K (-$7.7K)
Filed 2026-11-02
Provident Wealth Management, LLC
DECREASED
Shares1,402 from 2,501
Change-1,099 (-44%)
Value$100.9K (-$92.0K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$100.4K (-$7.2K)
Filed 2026-10-07
Midwest Capital Advisors, LLC
INCREASED
Shares1,373 from 1,370
Change+3 (+0%)
Value$98.8K (-$6.8K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
INCREASED
Shares1,352 from 1,347
Change+5 (+0%)
Value$97.3K (-$6.7K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$96.1K (-$6.9K)
Filed 2026-11-03
High Point Wealth Management, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$95.3K (-$6.8K)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares1,287
Change+1,287
Value$92.6K
Filed 2026-10-27
Westside Investment Management, Inc.
DECREASED
Shares1,284 from 1,313
Change-29 (-2%)
Value$92.4K (-$8.9K)
Filed 2026-11-02
Key Capital Management, Inc
INCREASED
Shares1,279 from 689
Change+590 (+86%)
Value$92.0K (+$38.9K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
NEW
Shares1,250
Change+1,250
Value$89.9K
Filed 2026-11-05
Entrust Financial LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$87.8K (-$6.3K)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares1,196 from 1,196
Change0 (0%)
Value$86.1K (-$6.2K)
Filed 2026-11-03
Bell Investment Advisors, Inc
INCREASED
Shares1,192 from 1,189
Change+3 (+0%)
Value$85.8K (-$5.9K)
Filed 2026-10-29
Sunrise Financial Services, LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$85.6K (-$6.1K)
Filed 2026-10-21
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$80 (-$6)
Filed 2026-11-02
Gables Capital Management Inc.
DECREASED
Shares1,099 from 1,229
Change-130 (-11%)
Value$79.1K (-$15.7K)
Filed 2026-11-04
Kroeger Financial Partners
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$76.7K (-$5.5K)
Filed 2026-10-19
Blume Capital Management, Inc.
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$76.6K (-$5.5K)
Filed 2026-10-26
Coston, McIsaac & Partners
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$74.4K (-$4.6K)
Filed 2026-11-06
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$74.1K (-$5.3K)
Filed 2026-11-03
Advantage Trust Co
DECREASED
Shares1,000 from 1,255
Change-255 (-20%)
Value$72.0K (-$24.8K)
Filed 2026-10-19
MTM Investment Management, LLC
DECREASED
Shares990 from 1,890
Change-900 (-48%)
Value$71.2K (-$74.5K)
Filed 2026-10-30
Hoese & Co LLP
UNCHANGED
Shares989 from 989
Change0 (0%)
Value$71.2K (-$5.1K)
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$70.3K (-$5.0K)
Filed 2026-10-16
Winch Advisory Services, LLC
INCREASED
Shares972 from 969
Change+3 (+0%)
Value$70.0K (-$4.8K)
Filed 2026-11-06
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$68.4K (-$4.9K)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
INCREASED
Shares880 from 597
Change+283 (+47%)
Value$63.3K (+$17.3K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares848 from 847
Change+1 (+0%)
Value$61.0K (-$4.4K)
Filed 2026-10-14
Kopp Family Office, LLC
DECREASED
Shares839 from 140,050
Change-139,211 (-99%)
Value$10.0M (-$799.5K)
Filed 2026-10-21
Pioneer Family Office, LLC
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$56.6K (-$4.1K)
Filed 2026-10-30
Roxbury Financial LLC
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$56.3K (-$4.0K)
Filed 2026-10-01
Foresight Capital Management Advisors, Inc.
NEW
Shares750
Change+750
Value$54.0K
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$54.0K (-$3.9K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$54.0K (-$3.9K)
Filed 2026-10-13
True Wealth Design, LLC
DECREASED
Shares731 from 843
Change-112 (-13%)
Value$52.6K (-$12.4K)
Filed 2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$52.0K (-$3.7K)
Filed 2026-10-15
Signature Equity Partners, LLC
DECREASED
Shares709 from 829
Change-120 (-14%)
Value$51.0K (-$12.9K)
Filed 2026-10-29
Access Investment Management LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$48.6K (-$3.5K)
Filed 2026-10-23
Country Trust Bank
INCREASED
Shares650 from 69
Change+581 (+842%)
Value$46.8K (+$41.4K)
Filed 2026-10-30
Mosley Wealth Management
INCREASED
Shares642 from 641
Change+1 (+0%)
Value$46.9K (-$2.6K)
Filed 2026-10-16
Bank & Trust Co
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$44.7K (-$3.2K)
Filed 2026-10-07
Financial Consulate, Inc
DECREASED
Shares610 from 855
Change-245 (-29%)
Value$43.9K (-$22.0K)
Filed 2026-10-23
Pathway Financial Advisers, LLC
NEW
Shares596
Change+596
Value$42.9K
Filed 2026-10-27
American Capital Advisory, LLC
INCREASED
Shares588 from 562
Change+26 (+5%)
Value$42.3K (-$1.0K)
Filed 2026-10-28
Nvwm, LLC
NEW
Shares573
Change+573
Value$41.2K
Filed 2026-10-14
IMG Wealth Management, Inc.
DECREASED
Shares545 from 832
Change-287 (-34%)
Value$39.2K (-$24.9K)
Filed 2026-10-27
Kelleher Financial Advisors
DECREASED
Shares525 from 1,050
Change-525 (-50%)
Value$37.8K (-$43.2K)
Filed 2026-10-30
Reicon Wealth Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$36.0K (-$2.6K)
Filed 2026-11-04
Pflug Koory, LLC
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$34.4K (-$2.4K)
Filed 2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares475
Change+475
Value$34.2K
Filed 2026-10-14
BankChampaign, National Association
INCREASED
Shares473 from 176
Change+297 (+169%)
Value$34.0K (+$20.5K)
Filed 2026-10-19
Planning Strategies Inc.
DECREASED
Shares467 from 475
Change-8 (-2%)
Value$33.6K (-$3.0K)
Filed 2026-10-02
Davis Capital Management
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$33.5K (-$2.4K)
Filed 2026-10-08
Covestor Ltd
DECREASED
Shares464 from 466
Change-2 (0%)
Value$33 (-$36.0K)
Filed 2026-10-30
Breakwater Investment Management
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$33.1K (-$2.4K)
Filed 2026-10-20
Legacies Wealth LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$32.4K (-$2.3K)
Filed 2026-11-02
Canton Hathaway, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$31.9K (-$2.3K)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
DECREASED
Shares440 from 491
Change-51 (-10%)
Value$31.6K (-$6.2K)
Filed 2026-11-02
Vima LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$31.4K (-$2.3K)
Filed 2026-10-23
DecisionPoint Financial, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$30.5K (-$1.6K)
Filed 2026-10-27
Maseco LLP
NEW
Shares419
Change+419
Value$30.2K
Filed 2026-10-27
Highline Wealth Partners LLC
INCREASED
Shares403 from 99
Change+304 (+307%)
Value$29.0K (+$21.4K)
Filed 2026-10-19
Realta Investment Advisors
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$28.6K (-$2.0K)
Filed 2026-10-14
First Financial Corp
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$28.4K (-$2.0K)
Filed 2026-10-13
Investors Research Corp
INCREASED
Shares379 from 375
Change+4 (+1%)
Value$27.3K (-$1.6K)
Filed 2026-10-07
Networth Advisors, LLC
INCREASED
Shares368 from 288
Change+80 (+28%)
Value$26.4K (+$4.3K)
Filed 2026-11-03
Decker Retirement Planning Inc.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$25.9K (-$1.9K)
Filed 2026-10-19
Holos Integrated Wealth LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$24.6K (-$1.1K)
Filed 2026-10-23
Paladin Partners, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$23.4K (-$1.7K)
Filed 2026-10-06
Elevate Wealth Advisory, Inc
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$22.7K (-$1.6K)
Filed 2026-10-29
POM Investment Strategies, LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$22.2K (-$1.6K)
Filed 2026-10-20
Raleigh Capital Management Inc.
INCREASED
Shares307 from 257
Change+50 (+19%)
Value$22.1K (+$2.3K)
Filed 2026-10-28
West Branch Capital LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$21.6K (-$1.5K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$19.1K (-$1.4K)
Filed 2026-10-28
North Point Portfolio Managers Corp
NEW
Shares250
Change+250
Value$18.0K
Filed 2026-10-07
Bullock Wealth Management Group
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$18.2K (-$935)
Filed 2026-10-09
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$16.5K (-$1.2K)
Filed 2026-10-07
Bare Financial Services, Inc
NEW
Shares225
Change+225
Value$16.2K
Filed 2026-11-04
PFS Partners, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$15.3K (-$1.1K)
Filed 2026-10-21
WPG Advisers, LLC
DECREASED
Shares205 from 569
Change-364 (-64%)
Value$14.8K (-$29.1K)
Filed 2026-10-27
Financial Management Professionals, Inc.
DECREASED
Shares201 from 294
Change-93 (-32%)
Value$14.5K (-$8.2K)
Filed 2026-10-23
Mcdonald Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$14.4K (-$1.0K)
Filed 2026-11-03
Putney Financial Group LLC
NEW
Shares195
Change+195
Value$14.0K
Filed 2026-10-30
Align Financial, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$13.7K (-$980)
Filed 2026-10-16
Monetary Solutions, Ltd
INCREASED
Shares189 from 180
Change+9 (+5%)
Value$13.6K (-$281)
Filed 2026-10-22
Tower View Wealth Management LLC
INCREASED
Shares188 from 187
Change+1 (+1%)
Value$13.5K (-$925)
Filed 2026-10-23
Kennebec Savings Bank
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$12.2K (-$877)
Filed 2026-10-22
William B. Walkup & Associates, Inc.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$12.2K (-$872)
Filed 2026-11-05
Reap Financial Group, LLC
INCREASED
Shares165 from 164
Change+1 (+1%)
Value$11.9K (-$812)
Filed 2026-11-02
Gleason Group, Inc.
INCREASED
Shares155 from 154
Change+1 (+1%)
Value$11.1K (-$761)
Filed 2026-10-15
Wilkerson Advisory Group LLC
DECREASED
Shares145 from 255
Change-110 (-43%)
Value$10.4K (-$9.3K)
Filed 2026-10-20
Peterson Wealth Services
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$9.4K (-$670)
Filed 2026-10-26
Wagner Wealth Management, LLC
INCREASED
Shares125 from 124
Change+1 (+1%)
Value$9.0K (-$630)
Filed 2026-10-21
Byrne Asset Management LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$9.1K (-$551)
Filed 2026-10-06
Carolina Wealth Advisors, LLC
NEW
Shares115
Change+115
Value$8.3K
Filed 2026-10-23
Prudent Man Investment Management, Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$8.3K (+$685)
Filed 2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$7.3K (-$521)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares100 from 357
Change-257 (-72%)
Value$7.2K (-$20.3K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.2K (-$516)
Filed 2026-10-27
4Thought Financial Group Inc.
DECREASED
Shares89 from 91
Change-2 (-2%)
Value$6.4K (-$602)
Filed 2026-11-02
Aspect Partners, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$6.1K (-$438)
Filed 2026-10-20
Contravisory Investment Management, Inc.
NEW
Shares81
Change+81
Value$5.9K
Filed 2026-10-13
Ulland Investment Advisors, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5 ($0)
Filed 2026-10-13
SBK Financial, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4.3K (-$310)
Filed 2026-11-02
Financial Freedom, LLC
NEW
Shares59
Change+59
Value$4.3K
Filed 2026-11-06
Valued Wealth Advisors LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$3.8K (-$273)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.0K (-$212)
Filed 2026-10-23
Copeland Capital Management, LLC
DECREASED
Shares32 from 1,828
Change-1,796 (-98%)
Value$2.3K (-$138.6K)
Filed 2026-10-13
Hager Investment Management Services, LLC
INCREASED
Shares29 from 25
Change+4 (+16%)
Value$2.1K (+$159)
Filed 2026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.7K (-$119)
Filed 2026-10-29
Markowski Investments
DECREASED
Shares20 from 155
Change-135 (-87%)
Value$1.4K (-$10.5K)
Filed 2026-10-30
Fairscale Capital, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.2K (-$61)
Filed 2026-11-04
Kozak & Associates, Inc.
DECREASED
Shares15 from 256
Change-241 (-94%)
Value$1.1K (-$18.5K)
Filed 2026-10-29
Valley National Advisers Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$936 (-$67)
Filed 2026-10-23
Advanced Asset Management Advisors Inc
NEW
Shares3
Change+3
Value$205
Filed 2026-10-20
Rakuten Securities, Inc.
NEW
Shares3
Change+3
Value$216
Filed 2026-11-02
Jefferies Financial Group Inc.
CLOSED
Shares0 from 56,502
Change-56,502 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 47,976
Change-47,976 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-16
Johnson Financial Group, LLC
CLOSED
Shares0 from 44,327
Change-44,327 (-100%)
Value$0 (-$3.4M)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 31,363
Change-31,363 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-16
Newport Capital Group, LLC
CLOSED
Shares0 from 29,273
Change-29,273 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-16
TBH Global Asset Management, LLC
CLOSED
Shares0 from 23,789
Change-23,789 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Econ Financial Services Corp
CLOSED
Shares0 from 9,579
Change-9,579 (-100%)
Value$0 (-$738.6K)
Filed 2026-10-19
Ardent Capital Management, Inc.
CLOSED
Shares0 from 6,920
Change-6,920 (-100%)
Value$0 (-$533.6K)
Filed 2026-10-16
Avestar Capital, LLC
CLOSED
Shares0 from 6,799
Change-6,799 (-100%)
Value$0 (-$524.3K)
Filed 2026-10-28
Strategic Equity Management
CLOSED
Shares0 from 6,478
Change-6,478 (-100%)
Value$0 (-$499.5K)
Filed 2026-11-04
Central Valley Advisors, LLC
CLOSED
Shares0 from 5,362
Change-5,362 (-100%)
Value$0 (-$413.5K)
Filed 2026-10-27
Park National Corp
CLOSED
Shares0 from 3,611
Change-3,611 (-100%)
Value$0 (-$278.4K)
Filed 2026-10-05
Canopy Partners, LLC
CLOSED
Shares0 from 3,501
Change-3,501 (-100%)
Value$0 (-$270.0K)
Filed 2026-10-28
Fortress Financial Group, LLC
CLOSED
Shares0 from 3,488
Change-3,488 (-100%)
Value$0 (-$269.0K)
Filed 2026-10-21
Thor Investment Management Inc
CLOSED
Shares0 from 3,290
Change-3,290 (-100%)
Value$0 (-$253.7K)
Filed 2026-10-13
Inscription Capital, LLC
CLOSED
Shares0 from 3,263
Change-3,263 (-100%)
Value$0 (-$251.6K)
Filed 2026-11-02
Asio Capital, LLC
CLOSED
Shares0 from 3,248
Change-3,248 (-100%)
Value$0 (-$250.5K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
CLOSED
Shares0 from 3,200
Change-3,200 (-100%)
Value$0 (-$246.8K)
Filed 2026-10-13
Narwhal Capital Management
CLOSED
Shares0 from 3,150
Change-3,150 (-100%)
Value$0 (-$242.9K)
Filed 2026-11-04
Veracity Capital LLC
CLOSED
Shares0 from 3,141
Change-3,141 (-100%)
Value$0 (-$242.2K)
Filed 2026-10-08
Kestra Investment Management, LLC
CLOSED
Shares0 from 3,089
Change-3,089 (-100%)
Value$0 (-$238.2K)
Filed 2026-11-04
IFC & Insurance Marketing, Inc.
CLOSED
Shares0 from 3,080
Change-3,080 (-100%)
Value$0 (-$237.5K)
Filed 2026-10-16
Sierra Ocean, LLC
CLOSED
Shares0 from 3,057
Change-3,057 (-100%)
Value$0 (-$235.8K)
Filed 2026-11-03
Burney Co/
CLOSED
Shares0 from 2,993
Change-2,993 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-15
Madrona Financial Services, LLC
CLOSED
Shares0 from 2,887
Change-2,887 (-100%)
Value$0 (-$222.6K)
Filed 2026-10-23
Sims Investment Management, LLC
CLOSED
Shares0 from 2,855
Change-2,855 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-13
Eagle Bay Advisors LLC
CLOSED
Shares0 from 2,849
Change-2,849 (-100%)
Value$0 (-$219.7K)
Filed 2026-10-16
Carlson Financial, Inc.
CLOSED
Shares0 from 2,835
Change-2,835 (-100%)
Value$0 (-$218.4K)
Filed 2026-11-05
Stolper Co
CLOSED
Shares0 from 2,802
Change-2,802 (-100%)
Value$0 (-$216)
Filed 2026-10-13
Richmond Investment Services, LLC
CLOSED
Shares0 from 2,800
Change-2,800 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-29
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 2,786
Change-2,786 (-100%)
Value$0 (-$214.8K)
Filed 2026-10-20
Strategic Advisors LLC
CLOSED
Shares0 from 2,767
Change-2,767 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-13
Harpswell Capital Advisors, LLC
CLOSED
Shares0 from 2,760
Change-2,760 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-09
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,748
Change-2,748 (-100%)
Value$0 (-$211.9K)
Filed 2026-10-27
Hegarty Advisors, LLC
CLOSED
Shares0 from 2,745
Change-2,745 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-20
Everest Financial Group LLC
CLOSED
Shares0 from 2,738
Change-2,738 (-100%)
Value$0 (-$211.1K)
Filed 2026-11-06
Mason & Associates, LLC
CLOSED
Shares0 from 2,726
Change-2,726 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-26
Archford Capital Strategies, LLC
CLOSED
Shares0 from 2,722
Change-2,722 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-19
Aquire Wealth Advisors, LLC
CLOSED
Shares0 from 2,697
Change-2,697 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-23
MRA Advisory Group
CLOSED
Shares0 from 2,695
Change-2,695 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-07
Dickmeyer Boyce Financial Management, Inc.
CLOSED
Shares0 from 2,685
Change-2,685 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-08
PW Nova Financial Services LLC
CLOSED
Shares0 from 2,671
Change-2,671 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-15
Financial Life Advisors
CLOSED
Shares0 from 2,663
Change-2,663 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-14
Redmond Asset Management, LLC
CLOSED
Shares0 from 2,646
Change-2,646 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-27
Patton Albertson Miller Group, LLC
CLOSED
Shares0 from 2,645
Change-2,645 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-26
Stephen J. Garry & Associates, LLC
CLOSED
Shares0 from 2,640
Change-2,640 (-100%)
Value$0 (-$203.6K)
Filed 2026-11-05
Northland Securities, Inc.
CLOSED
Shares0 from 2,630
Change-2,630 (-100%)
Value$0 (-$202.8K)
Filed 2026-11-02
Hibernia Wealth Partners, LLC
CLOSED
Shares0 from 2,624
Change-2,624 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-29
Community Bank & Trust, Waco, Texas
CLOSED
Shares0 from 2,612
Change-2,612 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-19
R. W. Roge & Company, Inc.
CLOSED
Shares0 from 2,607
Change-2,607 (-100%)
Value$0 (-$201.0K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,156
Change-1,156 (-100%)
Value$0 (-$89.1K)
Filed 2026-11-06
Eagle Harbor Asset Management Inc
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$211.4K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 667
Change-667 (-100%)
Value$0 (-$51.4K)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 627
Change-627 (-100%)
Value$0 (-$48.3K)
Filed 2026-10-29
Gill Capital Partners, LLC
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$31.5K)
Filed 2026-10-13
Founders Capital Management
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$24.2K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-22
NorthAvenue LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-29
Evolution Advisers, Inc.
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.2M (+$124.7K)
Filed 2026-10-29
Northwestern Mutual Wealth Management Co
N/A
Shares— from 132,841,270
Change-132,841,270 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 67,302,599
Change-67,302,599 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 57,005,004
Change-57,005,004 (-100%)
Value—
FMR LLC
N/A
Shares— from 54,843,180
Change-54,843,180 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 43,362,888
Change-43,362,888 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 41,144,289
Change-41,144,289 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,064,190
Change-39,064,190 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 37,195,080
Change-37,195,080 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 29,075,313
Change-29,075,313 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,918,017
Change-25,918,017 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 24,548,419
Change-24,548,419 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,450,924
Change-22,450,924 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,929,010
Change-17,929,010 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,401,450
Change-16,401,450 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 14,093,257
Change-14,093,257 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 9,268,731
Change-9,268,731 (-100%)
Value—
Starboard Value LPA
N/A
Shares— from 8,877,781
Change-8,877,781 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 8,517,640
Change-8,517,640 (-100%)
Value—
&partners
N/A
Shares— from 8,336,989
Change-8,336,989 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,222,284
Change-8,222,284 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,961,778
Change-7,961,778 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,764,939
Change-7,764,939 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,069,013
Change-7,069,013 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,019,239
Change-7,019,239 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,634,431
Change-6,634,431 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,009,259
Change-6,009,259 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 5,830,885
Change-5,830,885 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,616,598
Change-5,616,598 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 5,379,027
Change-5,379,027 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,718,090
Change-4,718,090 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 4,587,104
Change-4,587,104 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,721,050
Change-3,721,050 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,700,591
Change-3,700,591 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,615,909
Change-3,615,909 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,518,181
Change-3,518,181 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,444,235
Change-3,444,235 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,440,498
Change-3,440,498 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,123,146
Change-3,123,146 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,927,410
Change-2,927,410 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 2,762,927
Change-2,762,927 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,500,263
Change-2,500,263 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,487,429
Change-2,487,429 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,454,535
Change-2,454,535 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 2,361,487
Change-2,361,487 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,339,052
Change-2,339,052 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,284,920
Change-2,284,920 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,191,683
Change-2,191,683 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,125,113
Change-2,125,113 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,898,589
Change-1,898,589 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,811,344
Change-1,811,344 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,775,176
Change-1,775,176 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,758,601
Change-1,758,601 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,725,716
Change-1,725,716 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,672,609
Change-1,672,609 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,592,514
Change-1,592,514 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,548,248
Change-1,548,248 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,532,850
Change-1,532,850 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,479,137
Change-1,479,137 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 1,467,792
Change-1,467,792 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,465,008
Change-1,465,008 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,462,118
Change-1,462,118 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,396,856
Change-1,396,856 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,394,337
Change-1,394,337 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,385,892
Change-1,385,892 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,307,580
Change-1,307,580 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,304,552
Change-1,304,552 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,284,848
Change-1,284,848 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,275,896
Change-1,275,896 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,251,021
Change-1,251,021 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,231,477
Change-1,231,477 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,226,684
Change-1,226,684 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,224,173
Change-1,224,173 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,211,123
Change-1,211,123 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,205,401
Change-1,205,401 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,197,424
Change-1,197,424 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 1,194,638
Change-1,194,638 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,153,834
Change-1,153,834 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,144,917
Change-1,144,917 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 1,051,800
Change-1,051,800 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,043,164
Change-1,043,164 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,027,514
Change-1,027,514 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 997,258
Change-997,258 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 989,255
Change-989,255 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 965,352
Change-965,352 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 943,201
Change-943,201 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 931,862
Change-931,862 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 919,199
Change-919,199 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 894,373
Change-894,373 (-100%)
Value—
Commerce Bank
N/A
Shares— from 870,881
Change-870,881 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 870,006
Change-870,006 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 862,600
Change-862,600 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 861,198
Change-861,198 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 860,493
Change-860,493 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 824,734
Change-824,734 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 820,804
Change-820,804 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 803,877
Change-803,877 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 775,465
Change-775,465 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 772,085
Change-772,085 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 714,861
Change-714,861 (-100%)
Value—
Blair William & Co
N/A
Shares— from 685,526
Change-685,526 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 677,768
Change-677,768 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 674,296
Change-674,296 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 671,000
Change-671,000 (-100%)
Value—
American Trust
N/A
Shares— from 669,220
Change-669,220 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 653,225
Change-653,225 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 650,722
Change-650,722 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 630,599
Change-630,599 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 603,088
Change-603,088 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 595,959
Change-595,959 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 591,569
Change-591,569 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 587,162
Change-587,162 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 576,397
Change-576,397 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 574,352
Change-574,352 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 551,186
Change-551,186 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 548,802
Change-548,802 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 531,468
Change-531,468 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 526,146
Change-526,146 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 525,121
Change-525,121 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 525,121
Change-525,121 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 519,419
Change-519,419 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 513,563
Change-513,563 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 513,069
Change-513,069 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 504,936
Change-504,936 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 499,802
Change-499,802 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 491,224
Change-491,224 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 486,270
Change-486,270 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 484,229
Change-484,229 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 479,288
Change-479,288 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 479,069
Change-479,069 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 476,645
Change-476,645 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 474,232
Change-474,232 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 472,307
Change-472,307 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 464,001
Change-464,001 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 463,953
Change-463,953 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 457,005
Change-457,005 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 455,097
Change-455,097 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 455,097
Change-455,097 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 452,156
Change-452,156 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 426,807
Change-426,807 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 425,279
Change-425,279 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 420,147
Change-420,147 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 416,594
Change-416,594 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 408,629
Change-408,629 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 405,049
Change-405,049 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 404,308
Change-404,308 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 399,067
Change-399,067 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 395,458
Change-395,458 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 387,908
Change-387,908 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 383,925
Change-383,925 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 381,125
Change-381,125 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 377,450
Change-377,450 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 371,641
Change-371,641 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 363,630
Change-363,630 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 357,547
Change-357,547 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 341,485
Change-341,485 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 335,911
Change-335,911 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 328,820
Change-328,820 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 323,292
Change-323,292 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 323,134
Change-323,134 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 322,024
Change-322,024 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 316,310
Change-316,310 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 314,135
Change-314,135 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 314,111
Change-314,111 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 301,161
Change-301,161 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 292,352
Change-292,352 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 291,005
Change-291,005 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 289,162
Change-289,162 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 285,535
Change-285,535 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 284,311
Change-284,311 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 284,022
Change-284,022 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 279,751
Change-279,751 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 276,572
Change-276,572 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 276,503
Change-276,503 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 275,798
Change-275,798 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 266,068
Change-266,068 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 263,505
Change-263,505 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 258,647
Change-258,647 (-100%)
Value—
Simmons Bank
N/A
Shares— from 256,823
Change-256,823 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 256,700
Change-256,700 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 255,541
Change-255,541 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 253,613
Change-253,613 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 251,102
Change-251,102 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 250,718
Change-250,718 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 249,859
Change-249,859 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 246,107
Change-246,107 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 245,101
Change-245,101 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 244,055
Change-244,055 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 240,944
Change-240,944 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 239,666
Change-239,666 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 237,772
Change-237,772 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 237,591
Change-237,591 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 235,309
Change-235,309 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 233,438
Change-233,438 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 230,999
Change-230,999 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 229,033
Change-229,033 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 224,816
Change-224,816 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 218,753
Change-218,753 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 218,457
Change-218,457 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 218,200
Change-218,200 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 215,419
Change-215,419 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 211,782
Change-211,782 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 206,811
Change-206,811 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 206,811
Change-206,811 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 203,801
Change-203,801 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 200,779
Change-200,779 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 200,560
Change-200,560 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 197,321
Change-197,321 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 194,744
Change-194,744 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 194,164
Change-194,164 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 192,363
Change-192,363 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 189,877
Change-189,877 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 189,764
Change-189,764 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 189,098
Change-189,098 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 180,806
Change-180,806 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 176,978
Change-176,978 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 176,663
Change-176,663 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 174,910
Change-174,910 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 170,859
Change-170,859 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 168,260
Change-168,260 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 167,203
Change-167,203 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 161,396
Change-161,396 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 159,029
Change-159,029 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 158,176
Change-158,176 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 155,667
Change-155,667 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 155,337
Change-155,337 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 154,857
Change-154,857 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 152,343
Change-152,343 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 151,481
Change-151,481 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 151,194
Change-151,194 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 149,340
Change-149,340 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 148,393
Change-148,393 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 147,375
Change-147,375 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 147,070
Change-147,070 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 142,341
Change-142,341 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 141,680
Change-141,680 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 141,465
Change-141,465 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 140,207
Change-140,207 (-100%)
Value—
Nwam LLC
N/A
Shares— from 138,603
Change-138,603 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 138,505
Change-138,505 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 136,903
Change-136,903 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 136,413
Change-136,413 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 136,292
Change-136,292 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 136,284
Change-136,284 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 136,239
Change-136,239 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 135,810
Change-135,810 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 135,629
Change-135,629 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 133,542
Change-133,542 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 133,243
Change-133,243 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 131,469
Change-131,469 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 130,566
Change-130,566 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 129,188
Change-129,188 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 128,457
Change-128,457 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 127,563
Change-127,563 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 126,180
Change-126,180 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 125,207
Change-125,207 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 125,125
Change-125,125 (-100%)
Value—
III Capital Management
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 122,015
Change-122,015 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 120,687
Change-120,687 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 119,362
Change-119,362 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 117,967
Change-117,967 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 116,100
Change-116,100 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 113,600
Change-113,600 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 113,246
Change-113,246 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 112,824
Change-112,824 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 112,574
Change-112,574 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 112,286
Change-112,286 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 112,008
Change-112,008 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 111,887
Change-111,887 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 109,368
Change-109,368 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 108,190
Change-108,190 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 107,967
Change-107,967 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 106,472
Change-106,472 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 106,294
Change-106,294 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 106,079
Change-106,079 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 106,058
Change-106,058 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 105,287
Change-105,287 (-100%)
Value—
EWA, LLC
N/A
Shares— from 104,320
Change-104,320 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 102,200
Change-102,200 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 102,171
Change-102,171 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 101,771
Change-101,771 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 101,634
Change-101,634 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 101,258
Change-101,258 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 101,213
Change-101,213 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 101,003
Change-101,003 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 100,578
Change-100,578 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 100,359
Change-100,359 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 100,125
Change-100,125 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 99,684
Change-99,684 (-100%)
Value—
Centennial Bank
N/A
Shares— from 98,715
Change-98,715 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 98,473
Change-98,473 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 97,953
Change-97,953 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 97,011
Change-97,011 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 96,555
Change-96,555 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 96,446
Change-96,446 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 95,449
Change-95,449 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 95,123
Change-95,123 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 94,180
Change-94,180 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 93,739
Change-93,739 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 93,550
Change-93,550 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 93,526
Change-93,526 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 92,849
Change-92,849 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 92,038
Change-92,038 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 91,765
Change-91,765 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 91,156
Change-91,156 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 90,996
Change-90,996 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 89,814
Change-89,814 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 89,413
Change-89,413 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 88,934
Change-88,934 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 88,750
Change-88,750 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 88,559
Change-88,559 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 88,254
Change-88,254 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 88,229
Change-88,229 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 86,798
Change-86,798 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 84,571
Change-84,571 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 84,507
Change-84,507 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 83,429
Change-83,429 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 83,325
Change-83,325 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 82,657
Change-82,657 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 82,144
Change-82,144 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 80,957
Change-80,957 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 80,790
Change-80,790 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 79,826
Change-79,826 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 78,414
Change-78,414 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 78,076
Change-78,076 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 77,533
Change-77,533 (-100%)
Value—
FCA Corp
N/A
Shares— from 77,432
Change-77,432 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 76,609
Change-76,609 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 76,482
Change-76,482 (-100%)
Value—
Nepc LLC
N/A
Shares— from 75,763
Change-75,763 (-100%)
Value—
Betterment LLC
N/A
Shares— from 74,404
Change-74,404 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 73,858
Change-73,858 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 73,283
Change-73,283 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 73,250
Change-73,250 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 72,710
Change-72,710 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 71,791
Change-71,791 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 70,759
Change-70,759 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 70,449
Change-70,449 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 69,167
Change-69,167 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 67,817
Change-67,817 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 67,671
Change-67,671 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 67,635
Change-67,635 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 67,032
Change-67,032 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 66,747
Change-66,747 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 64,497
Change-64,497 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 64,129
Change-64,129 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 63,860
Change-63,860 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 63,507
Change-63,507 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 63,425
Change-63,425 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 63,076
Change-63,076 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 62,399
Change-62,399 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 62,136
Change-62,136 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 62,079
Change-62,079 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 61,835
Change-61,835 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 61,747
Change-61,747 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 60,983
Change-60,983 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 60,529
Change-60,529 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 60,353
Change-60,353 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 59,871
Change-59,871 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 59,829
Change-59,829 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 59,827
Change-59,827 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 59,132
Change-59,132 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 59,066
Change-59,066 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 58,000
Change-58,000 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 57,930
Change-57,930 (-100%)
Value—
Ames National Corp
N/A
Shares— from 57,891
Change-57,891 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 57,357
Change-57,357 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 57,324
Change-57,324 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 57,128
Change-57,128 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 56,968
Change-56,968 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 56,403
Change-56,403 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 56,008
Change-56,008 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 55,743
Change-55,743 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 55,708
Change-55,708 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 55,688
Change-55,688 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 55,640
Change-55,640 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 55,473
Change-55,473 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 55,060
Change-55,060 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 55,043
Change-55,043 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 54,944
Change-54,944 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 54,692
Change-54,692 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 54,411
Change-54,411 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 54,372
Change-54,372 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 53,348
Change-53,348 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 53,019
Change-53,019 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 52,200
Change-52,200 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 52,002
Change-52,002 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 51,283
Change-51,283 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 50,616
Change-50,616 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 49,967
Change-49,967 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 48,714
Change-48,714 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 48,601
Change-48,601 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 48,396
Change-48,396 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 48,078
Change-48,078 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 47,623
Change-47,623 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 47,441
Change-47,441 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 47,125
Change-47,125 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 46,833
Change-46,833 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 46,428
Change-46,428 (-100%)
Value—
Stephens Inc
N/A
Shares— from 46,408
Change-46,408 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 46,313
Change-46,313 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 46,157
Change-46,157 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 45,428
Change-45,428 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 45,369
Change-45,369 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 45,021
Change-45,021 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 44,528
Change-44,528 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 44,139
Change-44,139 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 43,714
Change-43,714 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 43,656
Change-43,656 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 43,592
Change-43,592 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 43,483
Change-43,483 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 43,413
Change-43,413 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 42,969
Change-42,969 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 42,387
Change-42,387 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 42,348
Change-42,348 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 41,724
Change-41,724 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 41,435
Change-41,435 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 41,215
Change-41,215 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 41,000
Change-41,000 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 40,318
Change-40,318 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 40,318
Change-40,318 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 40,215
Change-40,215 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 40,037
Change-40,037 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 39,661
Change-39,661 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 39,546
Change-39,546 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 39,210
Change-39,210 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 39,100
Change-39,100 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 39,022
Change-39,022 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 38,957
Change-38,957 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 38,780
Change-38,780 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 38,694
Change-38,694 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 38,573
Change-38,573 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 38,525
Change-38,525 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 37,971
Change-37,971 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 37,774
Change-37,774 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 37,771
Change-37,771 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 37,596
Change-37,596 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 37,578
Change-37,578 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 37,559
Change-37,559 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 37,078
Change-37,078 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 36,942
Change-36,942 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 36,887
Change-36,887 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 36,677
Change-36,677 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 36,482
Change-36,482 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 36,215
Change-36,215 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 35,921
Change-35,921 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 35,724
Change-35,724 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 35,607
Change-35,607 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 35,138
Change-35,138 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 35,110
Change-35,110 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 35,044
Change-35,044 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 34,409
Change-34,409 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 34,383
Change-34,383 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 34,208
Change-34,208 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 33,830
Change-33,830 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 33,655
Change-33,655 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 33,639
Change-33,639 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 33,517
Change-33,517 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 33,288
Change-33,288 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 33,177
Change-33,177 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 33,019
Change-33,019 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 32,434
Change-32,434 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 32,186
Change-32,186 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 32,148
Change-32,148 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 32,096
Change-32,096 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 31,796
Change-31,796 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 31,687
Change-31,687 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 31,550
Change-31,550 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 31,479
Change-31,479 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 31,060
Change-31,060 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 30,969
Change-30,969 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 30,926
Change-30,926 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 30,731
Change-30,731 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 30,353
Change-30,353 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 30,120
Change-30,120 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 30,005
Change-30,005 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 29,960
Change-29,960 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 29,950
Change-29,950 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 29,456
Change-29,456 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 29,062
Change-29,062 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 28,937
Change-28,937 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 28,519
Change-28,519 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 28,421
Change-28,421 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 28,017
Change-28,017 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 27,785
Change-27,785 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 27,770
Change-27,770 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 27,436
Change-27,436 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 26,955
Change-26,955 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 26,942
Change-26,942 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 26,580
Change-26,580 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 26,554
Change-26,554 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 26,256
Change-26,256 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 25,780
Change-25,780 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 25,576
Change-25,576 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 24,644
Change-24,644 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 24,617
Change-24,617 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,450
Change-24,450 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 24,295
Change-24,295 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 24,194
Change-24,194 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 24,048
Change-24,048 (-100%)
Value—
Invst, LLC
N/A
Shares— from 23,812
Change-23,812 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 23,781
Change-23,781 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 23,769
Change-23,769 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 23,224
Change-23,224 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 23,096
Change-23,096 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 22,978
Change-22,978 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 22,961
Change-22,961 (-100%)
Value—
Wilshire Advisors LLC
N/A
Shares— from 22,862
Change-22,862 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 22,847
Change-22,847 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 22,813
Change-22,813 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 22,757
Change-22,757 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 22,090
Change-22,090 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 22,034
Change-22,034 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 21,926
Change-21,926 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 21,714
Change-21,714 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 21,639
Change-21,639 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 21,441
Change-21,441 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 21,385
Change-21,385 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 21,361
Change-21,361 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 21,208
Change-21,208 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 21,075
Change-21,075 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 21,003
Change-21,003 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 20,931
Change-20,931 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 20,693
Change-20,693 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 20,652
Change-20,652 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 20,540
Change-20,540 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 20,405
Change-20,405 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 20,300
Change-20,300 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 20,153
Change-20,153 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 20,073
Change-20,073 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 19,902
Change-19,902 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 19,467
Change-19,467 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 19,452
Change-19,452 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 19,139
Change-19,139 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 19,102
Change-19,102 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 19,019
Change-19,019 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 18,993
Change-18,993 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 18,814
Change-18,814 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 18,587
Change-18,587 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 18,485
Change-18,485 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 18,227
Change-18,227 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 18,222
Change-18,222 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 18,202
Change-18,202 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 18,136
Change-18,136 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 17,915
Change-17,915 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 17,891
Change-17,891 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 17,068
Change-17,068 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 17,031
Change-17,031 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 17,005
Change-17,005 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 16,993
Change-16,993 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,917
Change-16,917 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 16,760
Change-16,760 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 16,676
Change-16,676 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 16,490
Change-16,490 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 16,329
Change-16,329 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 16,231
Change-16,231 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 16,040
Change-16,040 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 15,681
Change-15,681 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 15,439
Change-15,439 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 15,345
Change-15,345 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 15,313
Change-15,313 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 15,251
Change-15,251 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 15,188
Change-15,188 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 15,181
Change-15,181 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 15,010
Change-15,010 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 14,976
Change-14,976 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 14,952
Change-14,952 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 14,920
Change-14,920 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 14,794
Change-14,794 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 14,736
Change-14,736 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 14,657
Change-14,657 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 14,580
Change-14,580 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 14,395
Change-14,395 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 14,187
Change-14,187 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 14,181
Change-14,181 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 14,070
Change-14,070 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,059
Change-14,059 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 14,034
Change-14,034 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 13,901
Change-13,901 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 13,877
Change-13,877 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 13,799
Change-13,799 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 13,652
Change-13,652 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 13,627
Change-13,627 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 13,572
Change-13,572 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 13,454
Change-13,454 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 13,410
Change-13,410 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 13,242
Change-13,242 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 13,101
Change-13,101 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 13,100
Change-13,100 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 12,886
Change-12,886 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 12,869
Change-12,869 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 12,835
Change-12,835 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 12,780
Change-12,780 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,750
Change-12,750 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 12,739
Change-12,739 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 12,548
Change-12,548 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 12,477
Change-12,477 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 12,425
Change-12,425 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 12,406
Change-12,406 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 12,388
Change-12,388 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 12,359
Change-12,359 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 12,312
Change-12,312 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 12,310
Change-12,310 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 12,305
Change-12,305 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 12,108
Change-12,108 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 12,041
Change-12,041 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 12,028
Change-12,028 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 12,026
Change-12,026 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 12,005
Change-12,005 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 11,975
Change-11,975 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 11,964
Change-11,964 (-100%)
Value—
Summitry LLC
N/A
Shares— from 11,869
Change-11,869 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 11,743
Change-11,743 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 11,671
Change-11,671 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 11,649
Change-11,649 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 11,484
Change-11,484 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 11,434
Change-11,434 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 11,378
Change-11,378 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 11,297
Change-11,297 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 11,165
Change-11,165 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 11,129
Change-11,129 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 11,125
Change-11,125 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 11,048
Change-11,048 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 11,011
Change-11,011 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 10,937
Change-10,937 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 10,919
Change-10,919 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 10,776
Change-10,776 (-100%)
Value—
United Bank
N/A
Shares— from 10,767
Change-10,767 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 10,756
Change-10,756 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 10,727
Change-10,727 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 10,613
Change-10,613 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 10,473
Change-10,473 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 10,464
Change-10,464 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 10,427
Change-10,427 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 10,369
Change-10,369 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 10,263
Change-10,263 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 10,256
Change-10,256 (-100%)
Value—
Rogco, LP
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 10,145
Change-10,145 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 10,107
Change-10,107 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 10,034
Change-10,034 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 9,995
Change-9,995 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 9,965
Change-9,965 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 9,950
Change-9,950 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 9,884
Change-9,884 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 9,881
Change-9,881 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 9,783
Change-9,783 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 9,726
Change-9,726 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 9,674
Change-9,674 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 9,626
Change-9,626 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 9,549
Change-9,549 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 9,528
Change-9,528 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 9,362
Change-9,362 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 9,318
Change-9,318 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 9,174
Change-9,174 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 9,165
Change-9,165 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 9,104
Change-9,104 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 9,073
Change-9,073 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 9,060
Change-9,060 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
EQ LLC
N/A
Shares— from 8,933
Change-8,933 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 8,879
Change-8,879 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 8,663
Change-8,663 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 8,618
Change-8,618 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 8,583
Change-8,583 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 8,535
Change-8,535 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 8,474
Change-8,474 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 8,454
Change-8,454 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,430
Change-8,430 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 8,354
Change-8,354 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 8,258
Change-8,258 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 8,249
Change-8,249 (-100%)
Value—
Motco
N/A
Shares— from 8,217
Change-8,217 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 8,213
Change-8,213 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 8,212
Change-8,212 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 8,046
Change-8,046 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 7,961
Change-7,961 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 7,864
Change-7,864 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 7,822
Change-7,822 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 7,577
Change-7,577 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,499
Change-7,499 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 7,496
Change-7,496 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 7,455
Change-7,455 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 7,360
Change-7,360 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 7,321
Change-7,321 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 7,245
Change-7,245 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 7,215
Change-7,215 (-100%)
Value—
EFG International AG
N/A
Shares— from 7,052
Change-7,052 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 6,993
Change-6,993 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 6,981
Change-6,981 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 6,965
Change-6,965 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 6,868
Change-6,868 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6,740
Change-6,740 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 6,675
Change-6,675 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 6,610
Change-6,610 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 6,602
Change-6,602 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,540
Change-6,540 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 6,535
Change-6,535 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 6,522
Change-6,522 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 6,474
Change-6,474 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 6,273
Change-6,273 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 5,979
Change-5,979 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 5,938
Change-5,938 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 5,862
Change-5,862 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 5,819
Change-5,819 (-100%)
Value—
Aristotle Capital Boston, LLC
N/A
Shares— from 5,807
Change-5,807 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 5,790
Change-5,790 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,730
Change-5,730 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 5,664
Change-5,664 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 4,777
Change-4,777 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 4,657
Change-4,657 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,627
Change-4,627 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Bank OZK
N/A
Shares— from 4,558
Change-4,558 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 4,488
Change-4,488 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,466
Change-4,466 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 4,349
Change-4,349 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 4,178
Change-4,178 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,904
Change-3,904 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
CNB Bank
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 3,272
Change-3,272 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Main Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 973
Change-973 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 877
Change-877 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Quarry LP
N/A
Shares— from 680
Change-680 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 512
Change-512 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 450
Change-450 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 432
Change-432 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 382
Change-382 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 231
Change-231 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 206
Change-206 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 106
Change-106 (-100%)
Value—
Corient IA LP
N/A
Shares— from 100
Change-100 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 55
Change-55 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED61,222,35860,496,272+726,086+1%$4.7B$4.4B-$259.9M2026-11-05
First Command Advisory Services, Inc.
INCREASED35,662,57716,051,579+19,610,998+122%$1.2B$2.6B+$1.3B2026-11-05
LPL Financial LLC
INCREASED23,473,55622,963,213+510,343+2%$1.8B$1.7B-$81.8M2026-11-06
PNC Financial Services Group, Inc.
INCREASED16,682,02716,281,926+400,101+2%$1.3B$1.2B-$55.2M2026-11-06
Keybank National Association
INCREASED12,911,45811,644,753+1,266,705+11%$897.9M$929.0M+$31.1M2026-11-04
Truist Financial Corp
DECREASED9,991,16910,617,300-626,131-6%$818.7M$718.9M-$99.8M2026-10-30
Millburn Ridgefield LLC
INCREASED9,645,0758,745,534+899,541+10%$674.4M$694.0M+$19.6M2026-11-06
Catalyst Capital Advisors LLC
INCREASED9,645,0758,745,534+899,541+10%$674.4M$694.0M+$19.6M2026-11-02
Regions Financial Corp
INCREASED8,654,9598,637,959+17,000+0%$666.1M$622.7M-$43.3M2026-11-05
Fifth Third Bancorp
DECREASED7,971,0248,149,878-178,854-2%$628.4M$573.5M-$54.9M2026-11-05
US Bancorp \de\
INCREASED5,251,1645,165,944+85,220+2%$398.3M$377.8M-$20.5M2026-11-05
Creative Planning
INCREASED4,913,9134,887,959+25,954+1%$376.9M$353.6M-$23.4M2026-11-02
Municipal Employees' Retirement System of Michigan
DECREASED4,691,8365,705,045-1,013,209-18%$439.9M$337.6M-$102.3M2026-11-06
Commonwealth Equity Services, LLC
DECREASED4,118,1994,313,184-194,985-5%$332.6M$296.3M-$36.3M2026-11-02
Valeo Financial Advisors, LLC
DECREASED3,162,6683,198,871-36,203-1%$236.3M$217.9M-$18.4M2026-10-08
Citizens Financial Group Inc
DECREASED2,979,7633,076,331-96,568-3%$237.2M$214.4M-$22.8M2026-10-23
BLB&B Advisors, LLC
INCREASED2,731,8892,650,863+81,026+3%$204.4M$196.6M-$7.8M2026-10-27
Cahaba Wealth Management, Inc.
INCREASED2,089,5122,064,728+24,784+1%$159.2M$150.3M-$8.9M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED2,086,5592,044,400+42,159+2%$146.3M$144.3M-$2.0M2026-10-13
Sigma Investment Counselors Inc
INCREASED1,979,4301,897,411+82,019+4%$146.3M$142.4M-$3.9M2026-10-27
Farmers & Merchants Investments Inc
INCREASED1,974,6291,938,937+35,692+2%$149.5M$142.1M-$7.4M2026-10-22
Hamilton Capital, LLC
INCREASED1,868,6211,840,675+27,946+2%$141.9M$134.4M-$7.5M2026-10-08
Badgley Phelps Wealth Managers, LLC
DECREASED1,792,1791,821,548-29,369-2%$140.5M$128.9M-$11.5M2026-10-22
Bokf, NA
INCREASED1,716,2631,687,739+28,524+2%$130.1M$123.5M-$6.7M2026-10-27
Acropolis Investment Management, LLC
DECREASED1,715,1811,727,863-12,682-1%$133.2M$123.4M-$9.8M2026-10-08
UMB Bank, n.a.
DECREASED1,691,0151,710,991-19,976-1%$131.9M$121.7M-$10.3M2026-11-06
Orgel Wealth Management, LLC
INCREASED1,657,3881,548,629+108,759+7%$119.4M$119.2M-$165.7K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED1,630,0231,554,960+75,063+5%$119.9M$117.3K-$119.8M2026-11-02
Klingman & Associates, LLC
INCREASED1,621,2591,604,169+17,090+1%$123.7M$116.6M-$7.0M2026-10-20
Lutz Financial Services LLC
DECREASED1,597,1771,615,391-18,214-1%$124.6M$114.9M-$9.6M2026-11-06
Kestra Advisory Services, LLC
INCREASED1,571,5381,486,092+85,446+6%$114.6M$113.1M-$1.5M2026-11-02
First Interstate Bank
DECREASED1,541,8251,563,909-22,084-1%$120.6M$110.9M-$9.7M2026-10-23
Sage Financial Group Inc
INCREASED1,541,1971,488,196+53,001+4%$114.8M$110.9M-$3.9M2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED1,527,4191,510,126+17,293+1%$116.4M$109.9M-$6.5M2026-10-08
SWF LLC
DECREASED1,502,8282,035,088-532,260-26%$156.9M$108.1M-$48.8M2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED1,480,9451,239,853+241,092+19%$95.6M$106.6M+$10.9M2026-11-05
Greenleaf Trust
DECREASED1,434,1521,484,086-49,934-3%$114.4M$103.2M-$11.3M2026-10-29
Accredited Investors Inc.
INCREASED1,415,7351,394,914+20,821+1%$107.6M$101.9M-$5.7M2026-11-03
Lee Financial Co
INCREASED1,360,1321,336,250+23,882+2%$103.0M$97.9M-$5.2M2026-10-16
Nisa Investment Advisors, LLC
INCREASED1,328,4621,324,394+4,068+0%$102.1M$95.6M-$6.5M2026-10-20
Legacy Wealth Management, LLC
DECREASED1,286,3341,301,904-15,570-1%$100.4M$92.6M-$7.8M2026-10-22
Connecticut Wealth Management, LLC
DECREASED1,263,0801,317,455-54,375-4%$101.6M$90.9M-$10.7M2026-10-13
Linscomb Wealth, Inc.
DECREASED1,253,9161,292,307-38,391-3%$99.6M$90.2M-$9.4M2026-11-05
RMR Wealth Builders
INCREASED1,218,1141,153,024+65,090+6%$88.9M$87.6M-$1.3M2026-10-22
Summit Financial Strategies, Inc.
INCREASED1,199,1591,044,165+154,994+15%$80.5M$86.3M+$5.8M2026-10-14
Goelzer Investment Management, Inc.
INCREASED1,152,6041,150,363+2,241+0%$88.7M$82.9M-$5.8M2026-10-16
RKL Wealth Management LLC
DECREASED1,098,9471,112,664-13,717-1%$85.8M$79.1M-$6.7M2026-10-16
MCF Advisors LLC
INCREASED1,084,9951,041,383+43,612+4%$80.3M$78.1M-$2.2M2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED1,048,9981,048,475+523+0%$80.8M$75.5M-$5.4M2026-10-29
Apollon Wealth Management, LLC
INCREASED1,045,978945,584+100,394+11%$72.9M$75.3M+$2.3M2026-10-23
Concurrent Investment Advisors, LLC
INCREASED1,031,156825,602+205,554+25%$63.7M$74.2M+$10.5M2026-10-16
MBL Wealth, LLC
INCREASED984,823942,760+42,063+4%$72.7M$70.9M-$1.8M2026-10-22
Clearstead Advisors, LLC
INCREASED955,402944,567+10,835+1%$72.8M$68.7M-$4.1M2026-11-06
State of Michigan Retirement System
DECREASED954,2101,194,710-240,500-20%$92.1M$68.7M-$23.5M2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED952,857945,484+7,373+1%$72.9M$68.6M-$4.3M2026-10-20
Magnus Financial Group LLC
INCREASED923,327894,548+28,779+3%$69.0M$66.4M-$2.5M2026-10-21
CKW Financial Group
INCREASED921,759907,553+14,206+2%$69.4M$67.0K-$69.3M2026-10-29
Charter Capital Management, Llc\de
INCREASED919,904916,606+3,298+0%$70.7M$66.2M-$4.5M2026-10-28
Arrow Financial Corp
INCREASED905,894905,594+300+0%$69.8M$65.2M-$4.7M2026-10-26
Chicago Partners Investment Group LLC
DECREASED898,454902,005-3,5510%$68.1M$65.0M-$3.0M2026-10-27
Arkansas Financial Group, Inc.
DECREASED887,605896,833-9,228-1%$69.2M$63.9M-$5.3M2026-10-26
Fulton Breakefield Broenniman LLC
DECREASED886,531888,514-1,9830%$68.5M$63.8M-$4.7M2026-11-03
Capital Asset Advisory Services LLC
DECREASED884,083950,783-66,700-7%$73.3M$64.4M-$9.0M2026-10-30
Midland Wealth Advisors, LLC
INCREASED877,728812,619+65,109+8%$62.7M$63.2M+$491.5K2026-10-26
Valmark Advisers, Inc.
DECREASED873,025877,936-4,911-1%$67.7M$62.8M-$4.9M2026-11-06
Bangor Savings Bank
DECREASED866,844908,557-41,713-5%$70.1M$62.4M-$7.7M2026-10-06
Truefg, LLC
INCREASED862,438844,065+18,373+2%$65.1M$62.1M-$3.0M2026-10-15
West Paces Advisors Inc.
DECREASED844,601852,655-8,054-1%$65.7M$60.8M-$5.0M2026-10-13
Fifth Third Wealth Advisors LLC
INCREASED823,694793,126+30,568+4%$61.2M$59.3M-$1.9M2026-10-22
RED Cedar Investment Management, LLC
INCREASED808,554807,545+1,009+0%$62.3M$58.2M-$4.1M2026-11-04
Resonant Capital Advisors, LLC
INCREASED785,672777,549+8,123+1%$60.0M$56.5M-$3.4M2026-10-15
SAX Wealth Advisors, LLC
DECREASED781,473782,210-7370%$52.8M$56.2M+$3.4M2026-10-13
Jnba Financial Advisors
DECREASED757,789794,124-36,335-5%$61.2M$54.5M-$6.7M2026-11-03
Lido Advisors, LLC
INCREASED757,384735,629+21,755+3%$56.7M$54.5M-$2.2M2026-11-04
Quadrant Capital Group LLC
INCREASED745,040743,061+1,979+0%$57.3M$54.6M-$2.7M2026-10-20
Modera Wealth Management, LLC
DECREASED740,560761,810-21,250-3%$58.7M$53.3M-$5.5M2026-10-28
Courier Capital LLC
INCREASED739,655689,177+50,478+7%$53.1M$53.2M+$75.8K2026-10-19
Tarbox Family Office, Inc.
DECREASED739,085748,612-9,527-1%$57.7M$53.2M-$4.5M2026-10-23
Single Point Partners, LLC
INCREASED730,029720,093+9,936+1%$55.5M$52.5M-$3.0M2026-10-19
Oppenheimer & Co Inc
INCREASED717,086692,811+24,275+4%$53.4M$51.6M-$1.8M2026-10-26
JFS Wealth Advisors, LLC
DECREASED716,409724,208-7,799-1%$55.8M$51.5M-$4.3M2026-11-03
Trilogy Capital Inc.
INCREASED702,311674,236+28,075+4%$52.0M$50.5M-$1.5M2026-10-20
Greenwood Gearhart LLC
INCREASED701,652643,308+58,344+9%$49.6M$50.5M+$878.4K2026-11-02
Savant Capital, LLC
INCREASED676,409553,675+122,734+22%$42.7M$48.7M+$5.9M2026-11-06
Nadler Financial Group, Inc.
DECREASED673,796682,723-8,927-1%$52.6M$48.5M-$4.2M2026-10-23
New England Professional Planning Group Inc.
DECREASED663,896669,121-5,225-1%$51.6M$47.8M-$3.8M2026-10-29
RTD Financial Advisors, Inc.
INCREASED642,209640,045+2,164+0%$49.4M$46.2M-$3.1M2026-10-09
Capital Investment Advisors, LLC
INCREASED640,554626,853+13,701+2%$48.3M$46.1M-$2.2M2026-10-22
Choreo, LLC
INCREASED634,244341,975+292,269+85%$26.4M$45.6M+$19.3M2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED630,548659,401-28,853-4%$50.8M$45.4M-$5.5M2026-10-05
YHB Investment Advisors, Inc.
INCREASED618,796604,397+14,399+2%$46.6M$44.5M-$2.1M2026-10-08
Fort Washington Investment Advisors Inc
INCREASED614,529607,153+7,376+1%$46.8M$44.2M-$2.6M2026-10-15
DT Investment Partners, LLC
INCREASED602,467585,874+16,593+3%$45.2M$43.3M-$1.8M2026-10-27
Chesley Taft & Associates LLC
DECREASED601,627602,154-5270%$46.4M$43.3M-$3.1M2026-10-13
Farther Finance Advisors, LLC
INCREASED599,209563,919+35,290+6%$43.5M$43.1M-$369.1K2026-10-08
Diversify Wealth Management, LLC
INCREASED597,106549,247+47,859+9%$41.7M$43.6M+$1.9M2026-10-20
Diversify Advisory Services, LLC
INCREASED597,106549,247+47,859+9%$41.7M$43.6M+$1.9M2026-10-20
Grove Bank & Trust
DECREASED596,153606,822-10,669-2%$46.8M$42.9M-$3.9M2026-10-08
Beaumont Financial Advisors, LLC
INCREASED593,452590,555+2,897+0%$45.5M$42.7M-$2.8M2026-10-22
Leverty Financial Group, LLC
INCREASED587,929512,208+75,721+15%$39.5M$42.3M+$2.8M2026-10-08
Human Investing LLC
INCREASED579,387563,757+15,630+3%$43.5M$41.7M-$1.8M2026-10-19
Allworth Financial LP
INCREASED578,760529,378+49,382+9%$40.8M$44.6M+$3.8M2026-11-06
Titleist Asset Management, LLC
INCREASED559,621555,851+3,770+1%$42.9M$40.3M-$2.6M2026-10-08
Graves Light Lenhart Wealth, Inc.
INCREASED556,969530,909+26,060+5%$40.9M$40.1M-$864.5K2026-10-09
Diversified Trust Co
INCREASED554,280552,240+2,040+0%$42.6M$39.9M-$2.7M2026-11-06
Winthrop Advisory Group LLC
INCREASED549,679545,312+4,367+1%$42.0M$39.5M-$2.5M2026-10-22
Crestwood Advisors Group, LLC
INCREASED543,566526,930+16,636+3%$40.6M$39.1M-$1.5M2026-10-27
Hudock, Inc.
INCREASED540,088536,816+3,272+1%$41.4M$38.9M-$2.5M2026-10-14
Thrivent Financial for Lutherans
INCREASED527,736399,883+127,853+32%$30.8M$27.7M-$3.1M2026-11-05
First Horizon Corp
INCREASED523,017509,988+13,029+3%$39.3M$37.6M-$1.7M2026-10-26
NewSquare Capital LLC
INCREASED520,032508,963+11,069+2%$39.2M$37.4M-$1.8M2026-11-06
Stockman Wealth Management, Inc.
INCREASED519,732505,787+13,945+3%$39.0M$37.4M-$1.6M2026-10-27
Citigroup Inc
INCREASED519,558378,363+141,195+37%$29.2M$37.4M+$8.2M2026-11-04
BAR Harbor Wealth Management
INCREASED515,603515,533+70+0%$39.8M$37.1M-$2.7M2026-10-21
Evermay Wealth Management LLC
DECREASED513,622533,317-19,695-4%$41.1M$37.0M-$4.2M2026-11-05
CJM Wealth Advisers, Ltd.
DECREASED508,028532,055-24,027-5%$41.0M$36.6M-$4.5M2026-10-27
Verde Capital Management
INCREASED506,040490,013+16,027+3%$37.8M$36.4M-$1.4M2026-10-28
Bank of Stockton
DECREASED501,160518,901-17,741-3%$40.0M$36.1M-$4.0M2026-10-20
Zions Bancorporation, National Association
INCREASED493,321492,955+366+0%$38.0M$35.5M-$2.5M2026-11-06
Midwest Trust Co
INCREASED493,276489,709+3,567+1%$37.8M$35.5M-$2.3M2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED491,257473,125+18,132+4%$36.5M$35.3M-$1.1M2026-11-03
Fiera Capital Corp
INCREASED487,976424,620+63,356+15%$32.7M$35.1M+$2.4M2026-11-06
Shoker Investment Counsel, Inc.
DECREASED481,404489,850-8,446-2%$37.8M$34.6M-$3.1M2026-11-04
Coastline Trust Co
DECREASED480,770493,350-12,580-3%$38.0M$34.6M-$3.5M2026-10-01
Altus Wealth Management, LLC
INCREASED478,796464,048+14,748+3%$35.8M$34.4M-$1.3M2026-10-13
Caliber Wealth Management, LLC / KS
INCREASED478,329455,491+22,838+5%$35.1M$34.4M-$707.1K2026-11-04
AdvisorNet Financial, Inc
INCREASED474,399432,570+41,829+10%$33.4M$34.3M+$929.3K2026-10-15
Arcataur Capital Management LLC
INCREASED472,448459,664+12,784+3%$35.4M$34.0M-$1.5M2026-10-21
D.A. Davidson & Co.
INCREASED471,398323,269+148,129+46%$24.9M$33.9M+$9.0M2026-10-28
Form Wealth Advisors, LLC
DECREASED469,724475,865-6,141-1%$36.7M$33.8M-$2.9M2026-10-13
Encompass Wealth Advisors, LLC
INCREASED464,640224,214+240,426+107%$17.3M$33.4M+$16.1M2026-10-15
Bryant Woods Investment Advisors, LLC
INCREASED460,750409,810+50,940+12%$31.6M$33.2M+$1.6M2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED460,314434,926+25,388+6%$33.5M$33.1M-$414.5K2026-11-05
Trust Co of Vermont
INCREASED457,047431,810+25,237+6%$33.3M$32.9M-$412.3K2026-10-21
AA Financial Advisors, LLC
INCREASED446,740396,971+49,769+13%$30.6M$32.1M+$1.5M2026-10-19
Forvis Mazars Wealth Advisors, LLC
DECREASED444,207465,270-21,063-5%$35.9M$32.0M-$3.9M2026-10-13
Phillips Financial Management, LLC
DECREASED442,933455,314-12,381-3%$35.1M$31.9M-$3.2M2026-10-19
Randolph Co Inc
INCREASED429,059428,397+662+0%$33.0M$30.9M-$2.2M2026-10-23
Mullooly Asset Management, Inc.
INCREASED428,313417,673+10,640+3%$32.2M$30.8M-$1.4M2026-10-30
Retirement Systems of Alabama
UNCHANGED426,953426,95300%$32.9M$30.7M-$2.2M2026-11-04
Apella Capital, LLC
DECREASED418,807478,863-60,056-13%$36.1M$30.5M-$5.7M2026-10-08
Kestra Private Wealth Services, LLC
DECREASED416,821417,260-4390%$32.2M$30.0M-$2.2M2026-11-06
Catalyst Financial Partners LLC
DECREASED416,744422,669-5,925-1%$32.6M$30.0M-$2.6M2026-11-06
FSM Wealth Advisors, LLC
INCREASED411,335390,586+20,749+5%$30.1M$30.0M-$78.3K2026-10-27
Old Second National Bank of Aurora
DECREASED411,154416,280-5,126-1%$32.1M$29.6M-$2.5M2026-10-22
Constellation Investments, Inc.
DECREASED406,966455,000-48,034-11%$35.1M$29.3M-$5.8M2026-10-28
Kanawha Capital Management LLC
INCREASED400,565400,343+222+0%$30.9M$28.8M-$2.0M2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED399,147412,137-12,990-3%$31.8M$28.7M-$3.0M2026-10-15
Wealth Advisory Solutions, LLC
DECREASED397,107398,148-1,0410%$30.7M$28.6M-$2.1M2026-10-20
Pittenger & Anderson Inc
INCREASED395,896387,653+8,243+2%$29.9M$28.5M-$1.4M2026-11-02
GenWealth Group, Inc.
INCREASED393,223388,111+5,112+1%$29.9M$28.3M-$1.6M2026-10-16
Financial Management Network Inc
INCREASED393,203384,773+8,430+2%$29.1M$28.9M-$208.5K2026-10-09
Iowa State Bank
INCREASED392,508383,982+8,526+2%$29.6M$28.2M-$1.4M2026-10-06
Professional Advisory Services Inc
INCREASED389,558389,361+197+0%$30.0K$28.0K-$2.0K2026-10-08
Valley Forge Investment Consultants Inc ADV
INCREASED381,705350,159+31,546+9%$27.0M$27.5M+$462.9K2026-11-03
West Financial Advisors, LLC
DECREASED381,582384,262-2,680-1%$29.6M$27.5M-$2.2M2026-10-22
Washington Trust Co
INCREASED381,268372,139+9,129+2%$28.7M$27.4M-$1.3M2026-10-22
Twele Capital Management, Inc.
DECREASED377,307378,917-1,6100%$29.2M$27.1M-$2.1M2026-10-13
Ironwood Financial, llc
INCREASED376,723371,526+5,197+1%$28.0M$27.1M-$848.4K2026-10-20
Park Avenue Securities LLC
INCREASED371,636341,491+30,145+9%$26.3M$26.7K-$26.3M2026-10-26
CFS Investment Advisory Services, LLC
INCREASED370,717362,191+8,526+2%$27.6M$27.4M-$126.0K2026-10-19
LTG Capital LLC
INCREASED368,137355,023+13,114+4%$27.4M$26.5M-$888.4K2026-11-04
Instrumental Wealth, LLC
INCREASED366,843349,506+17,337+5%$27.0M$26.4M-$556.1K2026-10-20
Glenview Trust Co
INCREASED364,462361,251+3,211+1%$27.9M$26.2M-$1.6M2026-10-28
Coyle Financial Counsel LLC
INCREASED361,747341,501+20,246+6%$26.3M$26.0M-$305.4K2026-10-28
HB Wealth Management, LLC
INCREASED360,849238,035+122,814+52%$18.4M$26.0M+$7.6M2026-10-23
NAN Fung Trinity (HK) Ltd
UNCHANGED359,000359,00000%$27.7M$25.8M-$1.9M2026-11-06
Montag A & Associates Inc
DECREASED358,862389,890-31,028-8%$30.1M$25.8M-$4.2M2026-10-29
First Nebraska Trust Co
DECREASED346,083347,451-1,3680%$26.8M$24.9M-$1.9M2026-10-30
Centerpoint Advisors, LLC
INCREASED345,981336,148+9,833+3%$25.9M$24.9M-$1.0M2026-11-05
CGC Financial Services, LLC
INCREASED345,869337,217+8,652+3%$26.0M$24.9M-$1.1M2026-10-13
Sagespring Wealth Partners, LLC
DECREASED345,016361,909-16,893-5%$27.9M$24.8M-$3.1M2026-10-22
Orin Green Financial, LLC
INCREASED343,687343,070+617+0%$26.5M$24.7M-$1.7M2026-10-19
Whitcomb & Hess, Inc.
INCREASED342,645337,647+4,998+1%$26.0M$24.7M-$1.4M2026-10-07
Salomon & Ludwin, LLC
DECREASED342,088344,299-2,211-1%$26.3M$24.6M-$1.7M2026-10-29
IFG Advisors, LLC
INCREASED341,949322,816+19,133+6%$24.9M$24.6M-$289.1K2026-10-15
Pinnacle Associates LTD
DECREASED337,399338,405-1,0060%$26.1M$24.3M-$1.8M2026-10-20
Trifecta Capital Advisors, LLC
INCREASED336,648327,722+8,926+3%$25.3M$24.2M-$1.0M2026-10-21
Harbor Group, Inc.
DECREASED334,703343,409-8,706-3%$26.5M$24.1M-$2.4M2026-10-14
Conning Inc.
UNCHANGED330,740330,74000%$25.5M$23.8M-$1.7M2026-10-27
Accretive Wealth Partners, LLC
INCREASED328,397301,937+26,460+9%$23.3M$23.6M+$345.8K2026-11-06
LCW Services, LLC
INCREASED328,216308,888+19,328+6%$23.8M$23.6M-$203.2K2026-10-21
TD Private Client Wealth LLC
INCREASED326,978325,897+1,081+0%$25.1M$23.5M-$1.6M2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED326,473333,521-7,048-2%$25.7M$23.5M-$2.2M2026-10-23
Nations Financial Group Inc,
INCREASED326,356325,484+872+0%$25.1M$23.5M-$1.6M2026-11-05
Vicus Capital
DECREASED326,133373,784-47,651-13%$28.8M$23.5M-$5.4M2026-11-05
Harbour Trust & Investment Management Co
DECREASED323,234330,500-7,266-2%$25.5M$23.3M-$2.2M2026-10-28
Lynch & Associates
INCREASED318,215313,704+4,511+1%$24.2M$22.9M-$1.3M2026-10-13
Alpine Bank Wealth Management
DECREASED315,075332,360-17,285-5%$25.6M$22.7M-$3.0M2026-10-16
Burns J W & Co Inc
INCREASED314,052304,712+9,340+3%$23.5M$22.6M-$900.3K2026-10-20
Soltis Investment Advisors LLC
INCREASED313,849299,852+13,997+5%$23.1M$22.6M-$540.2K2026-10-28
Cambridge Advisors Inc.
INCREASED313,558311,487+2,071+1%$24.0M$22.6M-$1.5M2026-10-19
Clarity Wealth Advisors, LLC
INCREASED312,626302,394+10,232+3%$23.3M$22.5M-$824.2K2026-10-21
Avondale Wealth Management
DECREASED310,745313,179-2,434-1%$24.1M$22.4M-$1.8M2026-10-15
New York Life Investment Management LLC
DECREASED306,254477,342-171,088-36%$36.8M$22.0M-$14.8M2026-11-04
Well Done, LLC
INCREASED305,301302,785+2,516+1%$23.3M$22.0M-$1.4M2026-10-20
Independent Financial Group, LLC
INCREASED304,795293,654+11,141+4%$22.6M$21.9M-$713.6K2026-10-13
Triangle Securities Wealth Management
INCREASED303,531150,450+153,081+102%$11.6M$22.6M+$11.0M2026-10-14
Bailard, Inc.
DECREASED302,381304,447-2,066-1%$23.5M$21.8M-$1.7M2026-10-13
Crescent Grove Advisors, LLC
DECREASED301,985309,593-7,608-2%$23.9M$21.7M-$2.1M2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
DECREASED301,791302,462-6710%$23.3M$21.7M-$1.6M2026-10-23
Nottingham Advisors, Inc.
DECREASED301,733314,218-12,485-4%$23.6M$21.9M-$1.7M2026-10-29
Wealthcare Advisory Partners LLC
DECREASED301,253322,790-21,537-7%$24.9M$21.7M-$3.2M2026-10-21
Meridian Management Co
DECREASED301,202303,717-2,515-1%$23.4M$21.7M-$1.7M2026-11-06
PKS Advisory Services, LLC
UNCHANGED300,185300,18500%$23.1M$23.1M$02026-10-26
ANB Bank
DECREASED298,315311,001-12,686-4%$24.0M$21.5M-$2.5M2026-10-09
Newton One Investments LLC
INCREASED295,677293,746+1,931+1%$22.7M$21.3M-$1.4M2026-10-14
BostonPremier Wealth LLC
INCREASED293,759282,564+11,195+4%$21.8M$21.1M-$652.6K2026-10-16
Allspring Global Investments Holdings, LLC
DECREASED293,404313,797-20,393-6%$24.0M$21.3M-$2.7M2026-11-04
AlphaCore Capital LLC
INCREASED290,478286,776+3,702+1%$22.1M$20.9M-$1.2M2026-11-04
jvl associates llc
DECREASED289,574304,730-15,156-5%$23.5M$20.8M-$2.7M2026-10-09
Dhjj Financial Advisors, Ltd.
DECREASED284,886287,252-2,366-1%$22.1M$20.5M-$1.7M2026-10-23
Platt Investment Counsel, LLC
DECREASED283,339286,085-2,746-1%$22.1M$20.4M-$1.7M2026-10-07
Rockland Trust Co
DECREASED281,525289,667-8,142-3%$22.3M$20.3M-$2.1M2026-10-05
Principal Financial Group Inc
DECREASED279,037607,624-328,587-54%$46.9M$20.1M-$26.8M2026-11-02
Marino, Stram & Associates LLC
DECREASED278,089281,143-3,054-1%$21.7M$20.0M-$1.7M2026-10-22
Sigma Planning Corp
DECREASED278,055279,409-1,3540%$21.5M$20.0M-$1.5M2026-10-23
First National Trust Co
DECREASED276,456281,735-5,279-2%$21.7M$19.9M-$1.8M2026-10-28
Richardson Capital Management LLC
INCREASED275,141268,106+7,035+3%$20.7M$19.8M-$877.3K2026-10-23
Private Advisory Group LLC
INCREASED273,026234,057+38,969+17%$18.0M$19.6M+$1.6M2026-11-06
Eley Financial Management, Inc
INCREASED269,416266,850+2,566+1%$20.6M$19.4M-$1.2M2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
INCREASED267,642266,031+1,611+1%$20.5M$19.3M-$1.3M2026-10-21
Burkett Financial Services, LLC
INCREASED266,233259,966+6,267+2%$20.0M$19.2M-$890.5K2026-10-01
Holland Advisory Services, Inc.
INCREASED265,067262,847+2,220+1%$20.3M$19.1M-$1.2M2026-10-26
MKD Wealth Coaches, LLC
INCREASED264,748255,839+8,909+3%$19.7M$19.0M-$679.1K2026-10-09
Lodestar Private Asset Management LLC
DECREASED262,313264,081-1,768-1%$20.4M$18.9M-$1.5M2026-10-26
Mission Wealth Management, LP
DECREASED260,172298,404-38,232-13%$23.0M$18.7M-$4.3M2026-10-15
Wedmont Private Capital
INCREASED258,464109,841+148,623+135%$8.3M$18.9M+$10.6M2026-10-09
Guidance Point Advisors, LLC
INCREASED257,981249,839+8,142+3%$19.3M$18.6M-$703.7K2026-10-15
Windsor Capital Management, LLC
INCREASED257,579243,117+14,462+6%$18.7M$18.5M-$213.9K2026-10-13
CoreCap Advisors, LLC
INCREASED256,419255,627+792+0%$19.7M$18.4M-$1.3M2026-10-08
Guardian Wealth Advisors, LLC
INCREASED255,907254,072+1,835+1%$19.6M$18.7M-$854.0K2026-10-30
Alps Advisors Inc
DECREASED254,575272,310-17,735-7%$21.0M$18.3M-$2.7M2026-11-03
Hubbell Strickland Wealth Management, LLC
INCREASED254,070246,040+8,030+3%$19.0M$18.3M-$691.8K2026-10-29
Norris Perne & French LLP
INCREASED252,824251,497+1,327+1%$19.4M$18.2M-$1.2M2026-10-23
Apollon Financial, LLC
INCREASED248,750239,236+9,514+4%$18.4M$17.9M-$549.9K2026-10-23
Vise Technologies, Inc.
INCREASED246,126106,416+139,710+131%$8.2M$17.7M+$9.5M2026-10-29
Carroll Advisory Group, LLC
INCREASED244,790238,326+6,464+3%$18.4M$17.6M-$764.6K2026-10-16
Atlantic Edge Private Wealth Management, LLC
INCREASED239,526233,171+6,355+3%$18.0M$17.2M-$745.9K2026-10-20
IFP Advisors, Inc
INCREASED236,754226,750+10,004+4%$17.5M$17.0M-$450.2K2026-10-16
First Business Financial Services, Inc.
DECREASED236,538711,692-475,154-67%$54.9M$17.0M-$37.9M2026-10-29
Equitable Trust Co
DECREASED232,477241,948-9,471-4%$18.7M$16.7M-$1.9M2026-10-13
Flagship Harbor Advisors, LLC
INCREASED232,472217,116+15,356+7%$16.7M$16.7M-$15.4K2026-10-26
Diversified Management Inc
INCREASED231,768229,530+2,238+1%$17.7M$16.7M-$1.0M2026-10-08
PDS Planning, Inc
INCREASED229,478228,661+817+0%$17.6M$16.5M-$1.1M2026-11-03
Parallel Advisors, LLC
INCREASED228,721225,375+3,346+1%$17.4M$16.5M-$922.2K2026-11-03
Perigon Wealth Management, LLC
DECREASED228,361231,545-3,184-1%$17.9M$16.4M-$1.4M2026-10-22
River Street Advisors LLC
INCREASED227,312225,239+2,073+1%$17.4M$16.4M-$1.0M2026-10-22
Enclave Advisors LLC
INCREASED226,968206,081+20,887+10%$15.9M$16.3M+$439.5K2026-10-14
Stone House Investment Management, LLC
INCREASED226,368216,078+10,290+5%$16.7M$16.3M-$374.6K2026-10-23
Community Bank, N.A.
DECREASED224,891225,339-4480%$17.4M$16.2M-$1.2M2026-11-06
Beacon Financial Planning, Inc
INCREASED223,048220,317+2,731+1%$17.0M$16.0M-$940.4K2026-11-04
AtlasMark Financial, Inc
INCREASED222,046212,974+9,072+4%$16.4M$16.0M-$446.3K2026-10-13
Neumann Capital Management, LLC
INCREASED221,634208,704+12,930+6%$16.1M$15.9M-$146.6K2026-10-15
Towercrest Capital Management
DECREASED221,446238,477-17,031-7%$18.4M$15.9M-$2.5M2026-10-23
Ironwood Wealth Management, Llc.
DECREASED221,428223,112-1,684-1%$17.2M$15.9M-$1.3M2026-10-28
GFS Advisors, LLC
INCREASED220,383206,251+14,132+7%$8.9K$15.9M+$15.8M2026-11-03
Forbes J M & Co LLP
INCREASED218,609217,362+1,247+1%$16.8M$15.7M-$1.0M2026-10-16
Pacific Center for Financial Services
INCREASED218,405218,106+299+0%$16.8M$15.7M-$1.1M2026-10-15
Citizens & Northern Corp
DECREASED215,211217,637-2,426-1%$16.8M$15.5M-$1.3M2026-11-06
Fairway Wealth LLC
INCREASED214,792211,922+2,870+1%$16.3M$15.5M-$886.6K2026-10-30
Marietta Wealth Management, LLC
DECREASED213,919217,473-3,554-2%$16.8M$15.5M-$1.3M2026-10-22
Union Savings Bank
DECREASED213,615216,309-2,694-1%$16.7M$15.4M-$1.3M2026-10-14
KMG Fiduciary Partners, LLC
DECREASED212,857225,150-12,293-5%$17.4M$15.3M-$2.0M2026-10-14
Hopwood Financial Services, Inc.
INCREASED212,204208,348+3,856+2%$16.1M$15.3M-$797.6K2026-10-29
Robertson Stephens Wealth Management, LLC
DECREASED211,780214,214-2,434-1%$16.5M$15.2M-$1.3M2026-10-16
First Bank & Trust
UNCHANGED210,120210,12000%$16.2M$15.1M-$1.1M2026-10-19
St. Louis Trust Co
UNCHANGED209,682209,68200%$5.9M$15.1M+$9.2M2026-11-03
Caldwell Trust Co
INCREASED209,027183,031+25,996+14%$14.1M$15.0M+$926.0K2026-10-30
Meridian Wealth Management, LLC
INCREASED208,094206,803+1,291+1%$15.9M$15.0M-$972.7K2026-11-05
Mechanics Financial Corp
DECREASED207,474215,699-8,225-4%$16.6M$14.9M-$1.7M2026-11-05
Yankcom Partnership
INCREASED206,066193,620+12,446+6%$14.9M$14.8M-$103.1K2026-10-15
McKinley Carter Wealth Services, Inc.
INCREASED205,981205,971+100%$15.9M$14.8M-$1.1M2026-10-16
Rossmore Private Capital
INCREASED205,863202,212+3,651+2%$15.6M$14.8M-$780.7K2026-10-27
Sterling Investment Counsel, LLC
INCREASED205,839202,585+3,254+2%$15.6M$14.8M-$811.2K2026-10-19
RFG - Bristol Wealth Advisors, LLC
INCREASED204,261197,255+7,006+4%$15.2M$14.7M-$513.7K2026-10-09
Omega Financial Group, LLC
DECREASED203,133204,398-1,265-1%$15.8M$14.6M-$1.1M2026-10-29
Florida Trust Wealth Management Co
INCREASED201,905162,459+39,446+24%$12.5M$14.5M+$2.0M2026-11-05
Independent Solutions Wealth Management, LLC
INCREASED200,775150,024+50,751+34%$11.6M$14.4M+$2.9M2026-10-28
Simon Quick Advisors, LLC
INCREASED199,567180,201+19,366+11%$13.9M$14.4M+$463.6K2026-10-26
Baker Tilly Wealth Management, LLC
INCREASED198,726144,359+54,367+38%$11.1M$14.3M+$3.2M2026-10-05
Acima Private Wealth, LLC
DECREASED198,529199,457-9280%$15.4M$14.3M-$1.1M2026-10-05
Capital Investment Counsel, LLC
INCREASED198,310197,383+927+0%$15.2M$14.3M-$951.8K2026-10-14
Telos Capital Management, Inc.
INCREASED198,122193,305+4,817+2%$14.9M$14.3M-$650.9K2026-11-02
SWS Partners
DECREASED196,969211,840-14,871-7%$16.3M$14.2M-$2.2M2026-10-26
Davenport & Co LLC
INCREASED194,909190,748+4,161+2%$14.7M$14.0M-$684.9K2026-10-14
Finley Financial, LLC
DECREASED192,582193,032-4500%$14.9M$14.0M-$884.0K2026-10-28
LVW Advisors, LLC
INCREASED192,50040,862+151,638+371%$3.2M$13.9M+$10.7M2026-10-19
Lake Street Private Wealth, LLC
DECREASED191,774193,849-2,075-1%$14.9M$13.8M-$1.1M2026-10-22
Gallagher Capital Advisors, LLC
DECREASED190,014190,778-7640%$14.7M$13.7M-$1.0M2026-10-09
Hardy Reed LLC
INCREASED189,352189,272+80+0%$14.6M$13.6M-$970.9K2026-11-06
Little House Capital LLC
DECREASED188,917196,578-7,661-4%$15.2M$13.6M-$1.6M2026-11-06
Clear Wave Wealth Management LLC
INCREASED186,409178,526+7,883+4%$13.8M$13.4M-$354.0K2026-11-04
Smithbridge Asset Management Inc
INCREASED186,092179,652+6,440+4%$13.9M$13.4M-$463.6K2026-10-19
Tectonic Advisors LLC
INCREASED185,871178,520+7,351+4%$13.8M$13.4M-$392.3K2026-10-22
Naples Global Advisors, LLC
INCREASED185,341182,186+3,155+2%$14.0M$13.3M-$713.1K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED184,979187,027-2,048-1%$14.4M$13.3M-$1.1M2026-10-13
Integrated Advisors Network LLC
INCREASED184,516184,377+139+0%$14.2M$13.3M-$941.4K2026-10-20
AMG National Trust Bank
DECREASED184,157187,638-3,481-2%$14.5M$13.3M-$1.2M2026-11-05
Colton Groome Financial Advisors, LLC
INCREASED183,798172,145+11,653+7%$13.3M$13.2M-$49.8K2026-10-06
J.W. Cole Advisors, Inc.
INCREASED182,918179,634+3,284+2%$13.9M$13.2M-$690.6K2026-11-05
PCA Investment Advisory Services Inc.
INCREASED182,616181,819+797+0%$14.0M$13.1M-$910.1K2026-10-13
Global Wealth Management Investment Advisory, Inc.
DECREASED181,856182,244-3880%$14.1M$13.1M-$968.3K2026-11-04
May Hill Capital, LLC
INCREASED179,141170,519+8,622+5%$13.1M$12.9M-$259.5K2026-11-03
SoundView Advisors Inc.
INCREASED177,813176,569+1,244+1%$13.6M$12.8M-$822.0K2026-11-04
Journey Advisory Group, LLC
DECREASED176,082177,072-990-1%$13.7M$12.7M-$985.0K2026-11-04
Old National Bancorp
INCREASED174,762172,251+2,511+1%$13.3M$12.6M-$708.1K2026-10-20
Idaho Trust Co
INCREASED174,738174,521+217+0%$13.5M$12.6M-$884.9K2026-11-04
CX Institutional
INCREASED174,261168,876+5,385+3%$13.0K$12.5K-$4842026-10-02
Grimes & Co Wealth Management, LLC
DECREASED173,965180,370-6,405-4%$13.9M$12.5M-$1.4M2026-10-29
Lee, Kelleher & Klein Wealth Management
INCREASED172,035165,868+6,167+4%$12.8M$12.4M-$412.2K2026-10-08
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED171,48386,607+84,876+98%$6.7M$12.3M+$5.7M2026-11-03
United Bank
INCREASED169,526137,152+32,374+24%$10.6M$12.2M+$1.6M2026-11-06
Montecito Bank & Trust
INCREASED168,726167,012+1,714+1%$12.9M$12.1M-$738.5K2026-10-01
AAF Wealth Management, LLC
INCREASED168,686167,957+729+0%$13.0M$12.1M-$814.2K2026-10-28
Ocean Park Asset Management, LLC
DECREASED167,809185,309-17,500-9%$14.3M$12.1M-$2.2M2026-10-21
Level Four Advisory Services, LLC
DECREASED167,261183,726-16,465-9%$14.2M$12.0M-$2.1M2026-11-06
Affinity Capital Advisors, LLC
INCREASED166,350162,379+3,971+2%$12.4M$12.2M-$194.0K2026-10-13
Townsend Financial Planning, LLC
DECREASED165,549171,071-5,522-3%$13.2M$11.9M-$1.3M2026-11-02
Alliance Private Wealth, LLC
DECREASED164,603170,319-5,716-3%$13.1M$11.8M-$1.3M2026-10-20
Hiley Hunt Wealth Management
INCREASED164,451159,915+4,536+3%$12.3M$11.8M-$498.8K2026-10-08
Affiance Financial, LLC
DECREASED163,404163,824-4200%$12.6M$11.8M-$875.6K2026-10-15
Ellis Investment Partners, LLC
INCREASED163,201162,859+342+0%$12.6M$11.7M-$815.7K2026-10-21
Jmac Enterprises LLC
INCREASED162,271161,161+1,110+1%$12.4M$11.7M-$751.7K2026-10-30
Robinswood Financial LLC
DECREASED161,587172,241-10,654-6%$13.3M$11.7M-$1.6M2026-10-20
Inlight Wealth Management, LLC
INCREASED161,171143,068+18,103+13%$11.0M$11.6M+$564.3K2026-10-21
Rochester Wealth Strategies, LLC
INCREASED161,164157,434+3,730+2%$12.1M$11.6M-$544.0K2026-11-03
IFS Advisors, LLC
DECREASED160,732161,401-6690%$12.4M$11.6M-$880.9K2026-10-14
Brookstone Capital Management
INCREASED159,21184,257+74,954+89%$6.5M$11.5M+$5.0M2026-10-22
Waldron Private Wealth LLC
DECREASED157,161169,439-12,278-7%$13.1M$11.3M-$1.8M2026-11-02
Cullen T Bankers, Inc.
DECREASED156,824164,030-7,206-4%$12.6M$11.3M-$1.4M2026-10-28
Transcendent Capital Group LLC
INCREASED156,227154,223+2,004+1%$11.9M$11.2M-$651.6K2026-10-28
Partnership Wealth Management, LLC
DECREASED154,625163,831-9,206-6%$12.6M$11.1M-$1.5M2026-10-05
KFA Private Wealth Group, LLC
INCREASED153,371153,357+14+0%$11.8M$11.0M-$790.3K2026-10-07
Sage Financial Management Group, Inc.
INCREASED153,121148,731+4,390+3%$11.5M$11.0M-$451.6K2026-11-06
Tompkins Financial Corp
INCREASED152,425150,851+1,574+1%$11.6M$11.0M-$665.1K2026-10-05
Allegheny Financial Group
INCREASED148,155142,761+5,394+4%$11.0M$10.7M-$348.6K2026-11-05
Central Bank & Trust Co
INCREASED147,16677,787+69,379+89%$6.0M$10.6M+$4.6M2026-10-09
Associated Banc-Corp
INCREASED145,826140,793+5,033+4%$10.9M$10.5M-$364.4K2026-10-30
Mascoma Wealth Management LLC
INCREASED145,324141,435+3,889+3%$10.9M$10.5M-$450.0K2026-10-23
Atria Investments, Inc
DECREASED144,775156,993-12,218-8%$12.1M$10.4M-$1.7M2026-10-15
Physician Wealth Advisors, Inc.
DECREASED144,750148,503-3,753-3%$11.5M$10.4M-$1.0M2026-10-20
Peoples Bank
INCREASED142,160131,933+10,227+8%$10.2M$10.2M+$55.1K2026-10-26
Eastern Bank
DECREASED141,508144,466-2,958-2%$11.1M$10.2M-$958.2K2026-10-05
United Financial Planning Group LLC
INCREASED140,473133,020+7,453+6%$10.3M$10.1M-$145.6K2026-11-04
Precedent Wealth Partners, LLC
INCREASED139,849122,813+17,036+14%$9.5M$10.1M+$592.0K2026-10-21
Ramsay, Stattman, Vela & Price, Inc.
DECREASED139,750141,319-1,569-1%$10.9M$10.1M-$842.1K2026-10-19
NTV Asset Management LLC
DECREASED139,740140,386-6460%$10.8M$10.1M-$770.9K2026-10-23
David J Yvars Group
INCREASED139,418137,771+1,647+1%$10.6M$10.0M-$592.4K2026-10-09
Sage Private Wealth Group, LLC
NEW138,629—+138,629——$10.0M—2026-10-21
MGO One Seven LLC
INCREASED138,384134,458+3,926+3%$10.4M$10.0M-$411.4K2026-10-28
Asset Allocation Strategies LLC
DECREASED137,443139,849-2,406-2%$10.8M$9.9M-$894.7K2026-10-20
BlueChip Wealth Advisors LLC
DECREASED137,282138,971-1,689-1%$10.7M$9.9M-$838.5K2026-11-03
Clarus Wealth Advisors
INCREASED134,694130,237+4,457+3%$9.7M$9.9M+$158.0K2026-10-13
City Holding Co
INCREASED133,754124,155+9,599+8%$9.6M$9.6M+$50.0K2026-10-19
Destiny Capital Corp
DECREASED132,495136,003-3,508-3%$10.5M$9.5M-$954.2K2026-11-03
Citizens National Bank Trust Department
INCREASED132,445132,190+255+0%$10.2M$9.5M-$663.8K2026-11-04
Schear Investment Advisers, LLC
NEW132,423—+132,423——$9.5M—2026-10-14
Tempo Wealth, LLC
INCREASED132,423131,334+1,089+1%$10.1M$9.5M-$599.3K2026-10-14
Certified Advisory Corp
DECREASED132,360150,154-17,794-12%$11.6M$9.5M-$2.1M2026-10-29
Wesbanco Bank Inc
INCREASED132,309130,043+2,266+2%$10.0M$9.5M-$508.0K2026-11-04
TD Waterhouse Canada Inc.
INCREASED130,709124,356+6,353+5%$9.5M$9.5M+$1.5K2026-10-16
Merit Financial Group, LLC
INCREASED130,031123,014+7,017+6%$9.5M$9.4M-$129.9K2026-11-06
Brighton Jones LLC
INCREASED129,458122,759+6,699+5%$9.5M$9.3M-$151.4K2026-11-03
GHP Investment Advisors, Inc.
INCREASED129,203128,779+424+0%$9.9M$9.3M-$634.0K2026-10-15
NBH Bank
INCREASED129,112128,177+935+1%$9.9M$9.3M-$594.1K2026-11-05
First Citizens Bank & Trust Co
DECREASED129,015131,835-2,820-2%$10.2M$9.3M-$883.2K2026-10-14
Pachira Investments Inc.
DECREASED128,977134,403-5,426-4%$10.4M$9.3M-$1.1M2026-10-14
Aspiriant, LLC
DECREASED128,383130,018-1,635-1%$10.0M$9.2M-$788.6K2026-10-16
Sterling Investment Advisors LLC
INCREASED127,869121,581+6,288+5%$9.4M$9.2M-$174.9K2026-10-27
Richwood Investment Advisors, LLC
DECREASED127,802130,501-2,699-2%$10.1M$9.2M-$867.6K2026-10-30
Parr Mcknight Wealth Management Group, LLC
INCREASED126,077121,671+4,406+4%$9.4M$9.1M-$310.8K2026-10-30
Flagship Private Wealth, LLC
INCREASED123,865121,421+2,444+2%$9.4M$8.9M-$450.7K2026-11-05
Boyd Wealth Management, LLC
INCREASED123,041116,115+6,926+6%$9.0M$8.9M-$100.9K2026-10-20
Montis Financial, LLC
DECREASED121,516122,008-4920%$9.4M$8.7M-$664.9K2026-11-04
Summa Corp.
NEW121,150—+121,150——$8.7M—2026-10-30
Birch Hill Investment Advisors LLC
DECREASED120,710121,065-3550%$9.3M$8.7M-$650.2K2026-10-16
ASL Financial, LLC
DECREASED120,638123,988-3,350-3%$9.6M$8.7M-$880.8K2026-10-15
Landmark Wealth Management, LLC
INCREASED120,172116,576+3,596+3%$9.0M$8.6M-$342.8K2026-11-03
Sheets Smith Wealth Management
INCREASED119,305114,005+5,300+5%$8.8M$8.6M-$206.9K2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED119,070342,324-223,254-65%$26.4M$8.6M-$17.8M2026-11-02
Spire Wealth Management
DECREASED118,941125,390-6,449-5%$9.7M$8.6M-$1.1M2026-10-30
Boltwood Capital Management
DECREASED117,430117,935-5050%$9.1M$8.4M-$644.9K2026-10-02
Friedenthal Financial
INCREASED116,63198,239+18,392+19%$7.6M$8.4M+$816.4K2026-10-27
Magnolia Capital Management LTD
DECREASED116,605117,375-770-1%$9.1K$8.4K-$6612026-10-09
Stephenson & Company, Inc.
INCREASED116,085114,533+1,552+1%$8.8M$8.4M-$479.3K2026-10-30
Fulton Bank, N.A.
INCREASED116,05788,064+27,993+32%$6.8M$8.4M+$1.6M2026-10-14
Bright Financial Advisors, Inc.
INCREASED115,233113,232+2,001+2%$8.7M$8.3M-$440.5K2026-10-23
Smith Shellnut Wilson LLC
DECREASED115,130116,017-887-1%$8.9M$8.3M-$662.5K2026-10-21
Pennsylvania Capital Management Inc
DECREASED115,120118,382-3,262-3%$9.1M$8.3M-$845.6K2026-11-05
Financial Council, LLC
INCREASED115,034110,607+4,427+4%$8.5M$8.3M-$252.2K2026-11-02
EPG Wealth Management LLC
INCREASED114,016112,759+1,257+1%$8.7M$8.2M-$491.4K2026-11-03
Legacy Trust
INCREASED113,499110,950+2,549+2%$8.6M$8.3M-$232.5K2026-11-06
LifeWealth Investments, LLC
INCREASED113,362110,312+3,050+3%$8.5M$8.2M-$349.7K2026-10-21
North Berkeley Wealth Management, LLC
INCREASED113,275109,587+3,688+3%$8.5M$8.2M-$300.1K2026-11-02
Pinnacle Bancorp, Inc.
DECREASED112,421114,257-1,836-2%$8.8M$8.1M-$721.7K2026-10-21
StrongBox Wealth, LLC
DECREASED112,385152,477-40,092-26%$11.8M$8.1M-$3.7M2026-11-02
Tctc Holdings, LLC
INCREASED112,002110,489+1,513+1%$8.5M$8.1M-$461.3K2026-11-02
Prospera Financial Services Inc
INCREASED111,195106,532+4,663+4%$8.2M$8.2M-$61.6K2026-11-04
Venture Visionary Partners LLC
INCREASED111,043106,443+4,600+4%$8.2M$8.0M-$218.3K2026-10-07
Keenan, LLC
INCREASED110,955109,905+1,050+1%$8.5M$8.0M-$491.6K2026-10-23
HWG Holdings LP
INCREASED110,73678,891+31,845+40%$6.1M$8.0M+$1.9M2026-10-08
Alliance Wealth Management Group
DECREASED110,172122,347-12,175-10%$9.4M$7.9M-$1.5M2026-10-29
NorthCrest Asset Manangement, LLC
DECREASED109,994110,425-4310%$8.4M$8.0M-$326.3K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED109,532111,596-2,064-2%$8.6M$7.9M-$724.4K2026-10-14
Birchbrook, Inc.
INCREASED109,120107,844+1,276+1%$8.3M$7.9M-$464.7K2026-10-14
Madrid Financial Services
DECREASED108,837108,847-100%$8.4M$7.8M-$562.3K2026-11-03
Evergreen Capital Management LLC
DECREASED108,707112,037-3,330-3%$8.6M$7.8M-$817.7K2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED107,717107,71700%$8.3M$8.3M$02026-10-22
Bigelow Investment Advisors, LLC
INCREASED106,909102,935+3,974+4%$7.9M$7.7M-$245.3K2026-10-13
Pettinga Financial Advisors LLC
DECREASED105,609112,454-6,845-6%$8.7M$7.6M-$1.1M2026-10-13
Burke & Herbert Bank & Trust Co
DECREASED105,216105,470-2540%$8.1M$7.6M-$562.5K2026-11-02
Quad-Cities Investment Group, LLC
DECREASED105,158106,019-861-1%$8.2M$7.6M-$609.0K2026-10-16
Money Concepts Capital Corp
DECREASED104,807105,587-780-1%$8.1M$7.5M-$601.0K2026-11-06
American National Bank & Trust
DECREASED104,547105,197-650-1%$8.1M$7.5M-$589.6K2026-10-07
Vision Capital Management, Inc.
DECREASED104,354110,494-6,140-6%$8.5M$7.5M-$1.0M2026-10-20
Sound Stewardship, LLC
INCREASED103,924101,011+2,913+3%$7.8M$7.5M-$311.6K2026-10-14
New Hampshire Trust
DECREASED103,104104,414-1,310-1%$8.1M$7.4M-$633.0K2026-10-20
Lebenthal Global Advisors, LLC
INCREASED102,176101,905+271+0%$7.9M$7.4M-$506.3K2026-10-28
Creative Financial Designs Inc
INCREASED101,79099,555+2,235+2%$7.7M$7.3M-$352.9K2026-11-04
VestGen Advisors, LLC
DECREASED101,170105,026-3,856-4%$8.1M$7.3M-$819.4K2026-10-27
Fifth Third Securities, Inc.
INCREASED101,15364,806+36,347+56%$5.0M$7.3M+$2.3M2026-10-21
Topel & Distasi Wealth Management, LLC
INCREASED101,139100,941+198+0%$7.8M$7.3M-$506.6K2026-11-05
GC Wealth Management RIA, LLC
DECREASED100,579103,238-2,659-3%$8.0M$7.2M-$724.0K2026-11-02
Fortitude Family Office, LLC
DECREASED100,529101,203-674-1%$7.8M$7.2M-$570.7K2026-10-14
ADG Wealth Management Group, LLC
INCREASED99,92999,242+687+1%$7.7M$7.2M-$462.7K2026-10-23
Compass Financial Group, Inc. (Ohio)
INCREASED99,27091,442+7,828+9%$7.1M$7.1M+$91.4K2026-10-19
Meridian Financial Advisors, LLC
DECREASED99,00499,873-869-1%$7.7M$7.1M-$577.9K2026-10-14
Gryphon Financial Partners LLC
INCREASED98,66996,687+1,982+2%$7.5M$7.1M-$356.3K2026-11-04
Provenance Wealth Advisors, LLC
INCREASED98,28356,949+41,334+73%$4.4M$7.1M+$2.7M2026-10-30
Great Diamond Partners, LLC
INCREASED98,25492,895+5,359+6%$7.2M$7.1M-$93.8K2026-10-13
National Wealth Management Group, LLC
DECREASED97,87497,933-590%$7.6M$7.0M-$509.5K2026-10-26
Russell Investments Group, Ltd.
INCREASED97,63490,161+7,473+8%$7.0M$7.0M+$72.4K2026-11-06
Artemis Wealth Advisors, LLC
INCREASED97,15191,825+5,326+6%$7.1M$7.0M-$90.6K2026-11-05
Elyxium Wealth, LLC
DECREASED96,56799,072-2,505-3%$7.6M$6.9M-$691.4K2026-10-27
Hicks Capital Management LLC
UNCHANGED95,97895,97800%$7.4M$7.4M$02026-10-20
Beese Fulmer Investment Management, Inc.
INCREASED95,93392,459+3,474+4%$7.1M$6.9M-$227.2K2026-10-23
Accurate Wealth Management, LLC
INCREASED94,79188,321+6,470+7%$6.7M$6.9M+$261.1K2026-10-20
Gainline Financial Partners, LLC
INCREASED94,53593,672+863+1%$7.2M$6.8M-$421.2K2026-10-15
Cottage Street Advisors LLC
DECREASED94,07194,776-705-1%$7.3M$6.8M-$527.9K2026-10-19
Grey Ledge Advisors, LLC
INCREASED93,55489,211+4,343+5%$6.9M$6.7M-$147.9K2026-11-02
Ejmk Ventures LLC
INCREASED93,17585,359+7,816+9%$6.6M$6.7M+$121.9K2026-10-21
GreatBanc Trust Co
INCREASED92,38083,382+8,998+11%$6.4M$6.6M+$217.2K2026-11-04
Aprio Wealth Management, LLC
INCREASED92,23790,263+1,974+2%$7.0M$6.6M-$323.7K2026-10-28
Kaydan Wealth Management, Inc.
DECREASED92,13597,660-5,525-6%$7.5M$6.6M-$901.5K2026-10-08
Goldstein Advisors, LLC
DECREASED92,11594,702-2,587-3%$7.3M$6.6M-$674.8K2026-10-15
Curat Global, LLC
INCREASED91,53364,233+27,300+43%$6.9M$6.6M-$364.1K2026-10-26
MSH Capital Advisors LLC
INCREASED91,15588,186+2,969+3%$6.8M$6.6M-$241.4K2026-11-03
Ullmann Wealth Partners Group, LLC
DECREASED91,10693,837-2,731-3%$7.2M$6.6M-$680.7K2026-11-02
Lynx Investment Advisory
DECREASED89,51790,156-639-1%$7.0M$6.4M-$511.2K2026-10-27
Old Mission Investment Co LLC
DECREASED89,29292,138-2,846-3%$7.1M$6.4M-$680.2K2026-10-22
United Community Bank
DECREASED88,72789,727-1,000-1%$6.9M$6.4M-$534.9K2026-10-28
Avior Wealth Management, LLC
DECREASED88,34188,453-1120%$6.8M$6.4M-$464.4K2026-10-13
Merkkuri Wealth Advisors LLC
INCREASED87,51985,479+2,040+2%$6.6M$6.3M-$294.3K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED86,99089,209-2,219-2%$6.9M$6.3M-$620.0K2026-11-04
Founders Grove Wealth Partners, LLC
DECREASED86,86887,956-1,088-1%$6.8M$6.3M-$532.1K2026-10-16
Midwest Professional Planners, Ltd.
DECREASED86,432137,108-50,676-37%$10.6M$6.2M-$4.4M2026-10-29
Central Trust Co
INCREASED86,37582,531+3,844+5%$6.4M$6.2M-$149.3K2026-11-05
Harbor Investment Advisory, LLC
INCREASED86,15285,072+1,080+1%$6.6M$6.2M-$361.3K2026-10-13
Greenfield Savings Bank
DECREASED85,40685,619-2130%$6.6M$6.1M-$457.1K2026-10-07
Bluedoor Private Wealth, LLC
DECREASED85,12285,314-1920%$6.6M$6.1M-$454.0K2026-11-05
Sonata Capital Group Inc
DECREASED84,69884,867-1690%$6.5M$6.1M-$450.1K2026-10-19
Hengehold Capital Management LLC
INCREASED84,63984,632+7+0%$6.5M$6.1M-$436.2K2026-10-16
Hilltop National Bank
INCREASED84,56784,563+40%$6.5M$6.1M-$436.1K2026-10-14
Palisade Asset Management, LLC
INCREASED83,21282,122+1,090+1%$6.3M$6.0M-$345.3K2026-11-03
Global Wealth Management, LLC
DECREASED83,20393,836-10,633-11%$7.2M$6.0M-$1.2M2026-10-15
Versant Capital Management, Inc
DECREASED83,15996,868-13,709-14%$7.5M$6.0M-$1.5M2026-10-02
InvesTrust
DECREASED82,73382,892-1590%$6.4M$6.0M-$439.2K2026-10-14
Souders Financial Advisors
DECREASED82,10183,901-1,800-2%$6.5M$5.9M-$562.4K2026-11-03
Parisi Gray Wealth Management
INCREASED82,07979,654+2,425+3%$6.1M$5.9M-$236.5K2026-10-16
LeConte Wealth Management, LLC
DECREASED81,76789,769-8,002-9%$6.9M$5.9M-$1.0M2026-10-20
FC Advisory LLC
INCREASED81,76581,331+434+1%$6.3M$5.9M-$388.5K2026-10-05
American National Bank of Texas
DECREASED81,29081,399-1090%$6.3M$5.8M-$427.9K2026-10-07
Buck Wealth Strategies, LLC
INCREASED80,89538,158+42,737+112%$2.9M$5.8M+$2.9M2026-10-28
Fortress Financial Solutions, LLC
NEW80,717—+80,717——$5.8M—2026-10-14
Macroview Investment Management LLC
INCREASED80,34078,155+2,185+3%$6.0M$5.8M-$246.0K2026-10-26
IronBridge Private Wealth, LLC
DECREASED79,84582,167-2,322-3%$6.3M$5.7M-$591.1K2026-11-03
Middleton & Co Inc
INCREASED79,01077,905+1,105+1%$6.0M$5.7M-$322.5K2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED78,16078,16000%$5.3M$5.3M$02026-10-26
Blake Schutter Theil Wealth Advisors, LLC
INCREASED77,68376,354+1,329+2%$5.9M$5.6M-$298.3K2026-11-02
LifeSteps Financial, Inc.
DECREASED77,63484,255-6,621-8%$6.5M$5.6M-$911.1K2026-10-15
Flywheel Private Wealth LLC
INCREASED77,46473,749+3,715+5%$5.7M$5.6M-$113.3K2026-11-02
Newman Dignan & Sheerar, Inc.
INCREASED76,97076,911+59+0%$5.9M$5.5M-$392.6K2026-10-21
Beacon Bank & Trust
INCREASED76,81067,857+8,953+13%$5.2M$5.5M+$294.0K2026-10-27
Greenwood Capital Associates LLC
DECREASED76,78079,412-2,632-3%$6.1M$5.5M-$599.1K2026-10-27
Delta Wealth Advisors LLC
DECREASED76,49577,466-971-1%$6.0M$5.5M-$469.6K2026-10-09
Jacobi Capital Management LLC
DECREASED76,48278,660-2,178-3%$6.1M$5.5M-$562.5K2026-11-05
Yanni & Associates Investment Advisors, LLC
DECREASED74,93475,726-792-1%$5.8M$5.4M-$447.7K2026-10-14
Trust Co of Oklahoma
DECREASED74,60075,402-802-1%$5.8M$5.4M-$446.8K2026-10-15
Busey Bank
DECREASED74,31576,922-2,607-3%$5.9M$5.3M-$584.5K2026-10-26
Lanark Financial, Inc.
INCREASED74,28272,054+2,228+3%$5.6M$5.3M-$211.6K2026-10-26
Blueprint Investment Partners LLC
DECREASED74,07374,344-2710%$5.7M$5.3M-$403.1K2026-10-28
Blueprint Financial Advisors LLC
DECREASED73,97874,249-2710%$5.7M$5.3M-$402.6K2026-10-28
Armbruster Capital Management, Inc.
DECREASED73,91885,925-12,007-14%$6.6M$5.3M-$1.3M2026-10-19
Ferguson Wellman Capital Management, Inc
DECREASED73,44274,159-717-1%$5.7M$5.3M-$434.3K2026-10-05
Brown Wealth Management, LLC
DECREASED73,26079,785-6,525-8%$6.2M$5.3M-$881.1K2026-10-20
ETF Store, Inc.
INCREASED73,14466,116+7,028+11%$5.1M$5.3M+$164.4K2026-10-19
First Hawaiian Bank
DECREASED72,44595,715-23,270-24%$7.4M$5.2M-$2.2M2026-10-14
PFG Advisors
DECREASED72,29476,370-4,076-5%$5.9M$5.2M-$687.3K2026-10-16
Vilga Financial Planning LLC
DECREASED72,19272,558-3660%$5.6M$5.2M-$400.7K2026-10-09
RFG Advisory, LLC
INCREASED72,16845,390+26,778+59%$3.5M$5.2M+$1.7M2026-11-03
Mather Group, Llc.
INCREASED72,07169,791+2,280+3%$5.4M$5.2M-$196.0K2026-10-14
Alhambra Investment Management LLC
INCREASED72,03961,036+11,003+18%$4.7M$5.2M+$476.7K2026-10-15
Breakwater Capital Group
INCREASED71,38969,519+1,870+3%$5.4M$5.1M-$224.2K2026-10-09
Tenzing Financial LLC
INCREASED71,23068,102+3,128+5%$5.2M$5.2M-$48.7K2026-11-03
Jeter Robert S II
INCREASED71,10566,156+4,949+7%$5.0M$5.2M+$203.2K2026-10-16
Private Trust Co NA
DECREASED71,04674,790-3,744-5%$5.8M$5.1M-$655.4K2026-10-20
Quattro Financial Advisors LLC
DECREASED70,80871,014-2060%$5.5M$5.1M-$381.3K2026-10-15
Joel Isaacson & Co., LLC
INCREASED70,69161,070+9,621+16%$4.7M$5.1M+$377.1K2026-11-05
Convergence Financial, LLC
DECREASED70,555108,989-38,434-35%$8.4M$5.1M-$3.3M2026-10-27
One Day In July LLC
DECREASED70,34371,942-1,599-2%$5.5M$5.1M-$486.3K2026-10-30
First Merchants Corp
INCREASED70,04767,462+2,585+4%$5.2M$5.0M-$162.1K2026-10-15
RDA Financial Network
INCREASED69,90768,383+1,524+2%$5.3M$5.0M-$243.2K2026-10-15
Axxcess Wealth Management, LLC
DECREASED69,1321,092,516-1,023,384-94%$84.2M$5.0M-$79.3M2026-10-21
Councilor Wealth, LLC
DECREASED69,00673,402-4,396-6%$5.7M$5.0M-$695.0K2026-10-09
Madson Wealth Advisors Inc
INCREASED68,84364,300+4,543+7%$5.0M$5.0M-$4.9K2026-10-13
Armor Investment Advisors, LLC
DECREASED68,43770,435-1,998-3%$5.4M$4.9M-$507.2K2026-10-27
Grey Fox Wealth Advisors, LLC
DECREASED67,91770,774-2,857-4%$5.5M$4.9M-$570.8K2026-11-03
Aureum Wealth Management, LLC
INCREASED67,88965,778+2,111+3%$5.1M$4.9M-$187.5K2026-10-15
Cranbrook Wealth Management, LLC
DECREASED67,86269,186-1,324-2%$5.3M$4.9M-$452.3K2026-10-28
Ticino Wealth
INCREASED67,79265,404+2,388+4%$5.0M$4.9M-$165.6K2026-10-13
Founders Financial Securities LLC
DECREASED67,66068,608-948-1%$5.3M$4.9M-$422.2K2026-10-28
Stackstone Wealth, LLC
NEW67,227—+67,227——$4.8M—2026-10-19
Astra Wealth Partners LLC
INCREASED66,92663,738+3,188+5%$4.9M$4.8M-$99.5K2026-11-06
Welch & Forbes LLC
DECREASED66,82970,729-3,900-6%$5.5M$4.8M-$645.6K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED66,66864,877+1,791+3%$5.0M$4.8M-$205.9K2026-10-23
Forza Wealth Management, LLC
UNCHANGED66,45266,45200%$5.1M$4.8M-$342.9K2026-10-20
Fire Capital Management LLC
NEW66,280—+66,280——$4.8M—2026-10-27
Strategic Blueprint, LLC
INCREASED66,11364,764+1,349+2%$5.0M$4.8M-$237.1K2026-10-22
Sterling Financial Planning, Inc.
DECREASED65,99866,771-773-1%$5.1M$4.7M-$400.2K2026-10-28
Braeburn Wealth Management LLC
DECREASED65,68282,960-17,278-21%$6.4M$4.7M-$1.7M2026-10-15
Silvia Mccoll Wealth Management, LLC
INCREASED65,43864,243+1,195+2%$5.0M$4.7M-$245.5K2026-10-07
Sky Investment Group LLC
INCREASED65,26764,577+690+1%$5.0M$4.7M-$283.6K2026-10-30
Greenspring Advisors, LLC
INCREASED65,24032,894+32,346+98%$2.5M$4.7M+$2.2M2026-11-05
Novem Group
INCREASED65,17364,790+383+1%$5.0M$4.7M-$306.8K2026-10-19
Moller Wealth Partners
UNCHANGED64,74764,74700%$5.0M$4.7M-$334.1K2026-10-15
Claro Advisors Inc.
INCREASED64,31559,933+4,382+7%$4.6M$4.6M+$6.0K2026-11-02
Bricktown Capital, LLC
UNCHANGED63,97063,97000%$4.9M$4.6M-$330.1K2026-10-13
McCarley & Cook Financial Planners
INCREASED63,61363,308+305+0%$4.9M$4.6M-$304.7K2026-10-21
Mccarter Private Wealth Services LLC
DECREASED62,97964,109-1,130-2%$4.9M$4.5M-$412.2K2026-10-22
Premier Path Wealth Partners, LLC
INCREASED62,85547,431+15,424+33%$3.7M$4.5M+$865.0K2026-10-16
PFG Private Wealth Management, LLC
DECREASED62,84664,756-1,910-3%$5.0M$4.5M-$471.6K2026-10-15
USAdvisors Wealth Management, LLC
DECREASED62,46364,008-1,545-2%$4.9M$4.5K-$4.9M2026-10-21
MidAtlantic Capital Management, Inc.
DECREASED62,23162,312-810%$4.8M$4.5M-$327.3K2026-11-05
Financial Solutions Advisory Group, Inc.
UNCHANGED61,93661,93600%$4.7M$4.5M-$207.5K2026-10-28
NBT Bank, N.A.
DECREASED61,86662,246-380-1%$4.8M$4.5M-$348.5K2026-10-21
Vestor Capital, LLC
INCREASED61,8302,532+59,298+2342%$314$7.4K+$7.1K2026-11-04
Parsons Capital Management Inc
DECREASED61,77064,961-3,191-5%$5.0M$4.4M-$564.7K2026-10-28
Hudson Oak Wealth Advisory LLC
INCREASED61,73459,757+1,977+3%$4.6M$4.4M-$166.1K2026-10-16
Syntax Research, Inc.
DECREASED61,38061,492-1120%$4.7M$4.4M-$325.3K2026-11-04
Inman Jager Wealth Management, LLC
INCREASED61,27861,243+35+0%$4.7M$4.4M-$313.5K2026-11-05
Rossby Financial, LCC
DECREASED59,64265,845-6,203-9%$5.1M$4.3M-$786.1K2026-11-05
Petros Family Wealth, LLC
INCREASED59,47054,924+4,546+8%$4.2M$4.3M+$43.6K2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED58,50256,976+1,526+3%$4.4M$4.2M-$184.2K2026-10-13
Legacy Private Trust Co.
DECREASED58,15558,864-709-1%$4.5M$4.2M-$354.8K2026-10-06
CRA Financial Services, LLC
DECREASED57,89261,395-3,503-6%$4.7M$4.2M-$568.9K2026-10-16
Fluent Financial, LLC
DECREASED57,79757,975-1780%$4.5M$4.2M-$312.0K2026-10-13
ProVise Management Group, LLC
DECREASED57,77860,362-2,584-4%$4.7M$4.2M-$497.4K2026-11-06
Clay Northam Wealth Management, LLC
DECREASED57,38057,730-350-1%$4.5M$4.1M-$323.1K2026-10-13
HUB Investment Partners, LLC
INCREASED57,28355,715+1,568+3%$4.3M$4.1M-$174.7K2026-11-03
Verus Financial Partners, Inc.
DECREASED56,68556,758-730%$4.4M$4.1M-$298.1K2026-10-29
Layline Advisors, LLC
DECREASED56,56256,880-318-1%$4.4M$4.1M-$316.4K2026-11-02
Nilsine Partners, LLC
UNCHANGED56,53456,53400%$4.4M$4.1M-$291.7K2026-11-02
Bryn Mawr Trust Advisors, LLC
INCREASED56,20854,649+1,559+3%$4.2M$4.0M-$169.8K2026-11-04
Benchmark Financial Wealth Advisors, LLC
INCREASED55,91655,196+720+1%$4.3M$4.0M-$233.1K2026-10-20
GenTrust, LLC
DECREASED55,89456,542-648-1%$4.4M$4.0M-$338.4K2026-11-06
AWM Capital, LLC
INCREASED55,24355,080+163+0%$4.2M$4.0M-$272.5K2026-10-16
Abundance Wealth Counselors
DECREASED55,14566,798-11,653-17%$5.2M$4.0M-$1.2M2026-10-26
Gradient Investments LLC
INCREASED54,67852,979+1,699+3%$4.1M$3.9M-$151.1K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED54,61754,089+528+1%$4.2M$3.9M-$241.1K2026-11-04
AUA Capital Management, LLC
DECREASED54,25654,876-620-1%$4.2M$3.9M-$327.8K2026-10-15
Vericrest Private Wealth
DECREASED53,99654,352-356-1%$4.2M$3.9M-$306.1K2026-10-21
Investment Partners, Ltd.
INCREASED53,79326,853+26,940+100%$2.1M$3.9M+$1.8M2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED53,77143,070+10,701+25%$3.3M$3.9M+$572.6K2026-10-13
Rebalance, LLC
DECREASED53,70554,270-565-1%$4.2M$3.9M-$320.7K2026-10-22
Moors & Cabot, Inc.
INCREASED53,62247,624+5,998+13%$3.7M$3.9M+$185.8K2026-11-06
John A. Wolfe & Associates, Inc.
INCREASED53,25952,987+272+1%$4.1M$3.8M-$253.8K2026-11-06
Heritage Investors Management Corp
DECREASED52,88054,346-1,466-3%$4.2M$3.8K-$4.2M2026-10-29
AGF Management LTD
DECREASED52,88053,830-950-2%$4.2M$3.8M-$346.1K2026-11-03
Arlington Trust Co LLC
UNCHANGED52,81852,81800%$4.1M$3.8M-$272.5K2026-10-20
Capital Squared Financial LLC
INCREASED52,35852,001+357+1%$4.0M$3.8M-$242.7K2026-10-30
Verdence Capital Advisors LLC
INCREASED52,31050,315+1,995+4%$3.9M$3.8M-$116.1K2026-10-26
Variant Private Wealth, LLC
INCREASED52,16251,504+658+1%$4.0M$3.8M-$218.4K2026-10-21
AFG Fiduciary Services Limited Partnership
DECREASED51,82252,204-382-1%$4.0M$3.8M-$175.7K2026-10-21
Advisory Solutions Group, LLC
INCREASED51,59848,454+3,144+6%$3.7M$3.7M-$23.8K2026-10-14
GEM Asset Management, LLC
DECREASED51,29855,153-3,855-7%$4.3M$3.7M-$561.9K2026-10-13
Lpwm LLC
INCREASED50,75947,307+3,452+7%$3.6M$3.7M+$4.3K2026-10-20
Camden National Bank
DECREASED50,71650,871-1550%$3.9M$3.6M-$273.6K2026-11-02
Global Trust Wealth Management LLC
INCREASED50,57850,293+285+1%$3.9M$3.6M-$239.0K2026-10-14
Cornerstone Advisors Asset Management, LLC
INCREASED50,24950,192+57+0%$3.9M$3.6M-$254.9K2026-11-06
Wedbush Securities Inc
INCREASED50,12046,568+3,552+8%$3.6M$3.6K-$3.6M2026-10-22
Brown Miller Wealth Management, LLC
INCREASED49,91345,894+4,019+9%$3.5M$3.6M+$52.4K2026-11-02
ForthRight Wealth Management, LLC
DECREASED49,55650,455-899-2%$3.9M$3.6M-$325.0K2026-11-06
Sowell Financial Services LLC
DECREASED49,54549,869-324-1%$3.8M$3.6M-$280.6K2026-10-23
Crumly & Associates Inc.
UNCHANGED49,19349,19300%$3.8M$3.5M-$253.8K2026-10-07
Nolet Wealth Management, LLC
UNCHANGED49,11949,11900%$3.8M$3.5M-$253.5K2026-10-15
Center for Financial Planning, Inc.
DECREASED48,53548,654-1190%$3.8M$3.5M-$259.6K2026-10-26
Securian Asset Management, Inc
UNCHANGED48,41048,41000%$3.7M$3.5M-$173.8K2026-11-06
General Partner, Inc.
UNCHANGED48,29648,29600%$3.7M$3.5M-$249.2K2026-10-05
Pension & Wealth Management Advisors, Inc.
DECREASED48,26751,864-3,597-7%$4.0M$3.5M-$526.4K2026-10-16
Oakworth Capital, Inc.
UNCHANGED48,17848,17800%$3.7M$3.5M-$235.5K2026-10-26
Clear Creek Financial Management, LLC
INCREASED47,82544,901+2,924+7%$3.5M$3.4M-$21.3K2026-10-28
Quadcap Wealth Management, LLC
DECREASED47,46347,528-650%$3.7M$3.4M-$249.9K2026-11-02
Flagstar Securities, Inc
INCREASED47,45941,841+5,618+13%$3.2M$3.4M+$188.2K2026-10-15
KPP Advisory Services LLC
DECREASED47,30752,526-5,219-10%$4.1M$3.4M-$646.6K2026-10-26
Fisher Asset Management, LLC
DECREASED47,18377,003-29,820-39%$5.9M$3.4M-$2.5M2026-11-06
True Private Wealth Advisors
DECREASED47,04747,363-316-1%$3.7M$3.4M-$267.1K2026-10-19
Cushing Capital Partners, LLC
INCREASED46,65344,649+2,004+4%$3.4M$3.4M-$86.2K2026-10-20
C2c Wealth Management, LLC
INCREASED46,62446,623+10%$3.6M$3.4M-$240.5K2026-10-20
Biltmore Family Office, LLC
UNCHANGED46,56246,56200%$3.6M$3.4M-$240.3K2026-11-03
Assetmark, Inc
INCREASED46,34543,890+2,455+6%$3.4M$3.3M-$49.8K2026-10-21
Taylor Financial Group, Inc.
INCREASED45,93743,735+2,202+5%$3.4M$3.3M-$67.2K2026-11-02
Intrua Financial, LLC
DECREASED45,83646,423-587-1%$3.6M$3.3M-$281.8K2026-10-28
High Net Worth Advisory Group LLC
DECREASED45,73949,637-3,898-8%$3.8M$3.3M-$536.6K2026-10-26
Gamma Investing LLC
INCREASED44,85142,948+1,903+4%$3.3M$3.2M-$84.7K2026-10-08
Missouri Trust & Investment Co
DECREASED44,68744,855-1680%$3.4M$3.2M-$161.0K2026-11-04
Bank of New Hampshire
DECREASED44,53446,050-1,516-3%$3.6M$3.2M-$346.7K2026-10-06
Townsend Asset Management Corp
DECREASED44,40444,729-325-1%$3.4M$3.2M-$254.2K2026-10-29
Embree Financial Group
DECREASED44,32744,511-1840%$3.4M$3.2M-$242.9K2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED44,20013,223+30,977+234%$1.0M$3.2M+$2.2M2026-11-02
Genesis Private Wealth, LLC
DECREASED44,12650,031-5,905-12%$3.9M$3.2M-$683.0K2026-11-02
Pacific Park Financial, Inc.
DECREASED43,81444,099-285-1%$3.4M$3.2M-$248.1K2026-10-13
Mechanics Bank Trust Department
INCREASED43,57142,685+886+2%$3.3M$3.1M-$156.5K2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED43,38445,749-2,365-5%$3.5M$3.1M-$406.2K2026-10-08
SWP Financial LLC
DECREASED43,19343,278-850%$3.3M$3.1M-$229.5K2026-10-23
Joel Adams & Associates, Inc.
INCREASED43,17342,959+214+1%$3.3M$3.1M-$206.3K2026-11-02
Capital Advisors, Ltd. LLC
INCREASED43,16442,828+336+1%$3.3K$3.1K-$1962026-10-27
Sapient Capital LLC
INCREASED43,08442,052+1,032+2%$3.2M$3.1M-$142.7K2026-10-08
First Heartland Consultants, Inc.
INCREASED43,00640,496+2,510+6%$3.1M$3.1M-$28.3K2026-10-08
Basso Capital Management, L.P.
INCREASED42,60636,811+5,795+16%$2.8M$3.1M+$227.0K2026-10-30
Delta Financial Advisors LLC
INCREASED42,46742,155+312+1%$3.3M$3.1M-$195.1K2026-10-27
Mlp3, LLC
INCREASED42,40138,698+3,703+10%$3.0M$3.1M+$66.8K2026-10-22
Koshinski Asset Management, Inc.
DECREASED42,11543,070-955-2%$3.3M$3.0M-$291.0K2026-10-29
Lakeshore Financial Planning, Inc.
INCREASED41,75136,084+5,667+16%$2.8M$3.0M+$221.5K2026-10-13
XML Financial, LLC
DECREASED41,33442,319-985-2%$3.3M$3.0M-$289.2K2026-10-29
Indivisible Partners
INCREASED41,28436,725+4,559+12%$2.8M$3.0M+$138.6K2026-10-26
Colony Family Offices, LLC
UNCHANGED40,86240,86200%$3.2M$2.9M-$210.8K2026-10-22
NorthLanding Financial Partners, LLC
DECREASED40,70141,609-908-2%$3.2M$2.9M-$280.0K2026-10-15
Ballew Advisors, Inc
DECREASED40,51641,899-1,383-3%$3.2M$3.0M-$214.6K2026-10-05
Wetzel Investment Advisors, Inc.
DECREASED40,51041,651-1,141-3%$3.2M$2.9M-$297.0K2026-10-13
Ascent Wealth Partners, LLC
DECREASED40,37041,221-851-2%$3.2M$2.9M-$273.9K2026-10-23
Summit Investment Advisory Services, LLC
INCREASED40,28040,261+19+0%$3.1M$2.9M-$206.4K2026-11-03
Adkins Seale Capital Management LLC
INCREASED40,20839,659+549+1%$3.1M$2.9M-$165.2K2026-10-27
Cosner Financial Group, LLC
INCREASED40,02738,407+1,620+4%$3.0M$2.9M-$81.6K2026-11-03
Univest Financial Corp
INCREASED39,77738,610+1,167+3%$3.0M$2.9M-$115.3K2026-11-05
LVZ, Inc.
DECREASED39,55558,601-19,046-32%$4.5M$2.8M-$1.7M2026-10-20
Rockwood Wealth Management, LLC
UNCHANGED39,42939,42900%$3.0M$2.8M-$203.5K2026-10-27
Adirondack Capital Advisors, LLC
DECREASED39,09840,003-905-2%$3.1M$2.8M-$271.5K2026-10-09
Golden State Wealth Management, LLC
DECREASED39,04039,821-781-2%$3.1M$2.8M-$261.7K2026-11-02
New England Private Wealth Advisors LLC
INCREASED39,01938,932+87+0%$2.9M$2.8M-$142.5K2026-10-19
Confluence Wealth Services, Inc.
INCREASED38,90335,727+3,176+9%$2.8M$2.8M+$44.7K2026-11-05
Diversified Portfolios, Inc.
INCREASED38,82738,712+115+0%$3.0M$2.8M-$191.5K2026-11-04
Canandaigua National Bank & Trust Co
DECREASED38,70555,195-16,490-30%$4.3M$2.8M-$1.5M2026-10-07
Willow Creek Wealth Management Inc.
DECREASED38,56539,514-949-2%$3.0M$2.8M-$272.2K2026-10-26
Baker Avenue Asset Management, LP
INCREASED38,46236,479+1,983+5%$2.8M$2.8M-$45.6K2026-11-06
Wealth Group Ltd
DECREASED38,41338,912-499-1%$3.0M$2.8M-$181.4K2026-10-07
Parkside Financial Bank & Trust
DECREASED38,36339,353-990-3%$3.0M$2.8M-$274.3K2026-10-27
SigFig Wealth Management, LLC
DECREASED38,18653,698-15,512-29%$4.1M$2.7M-$1.4M2026-10-07
Patten Group, Inc.
INCREASED38,18437,174+1,010+3%$2.9M$2.7M-$119.1K2026-10-26
BayBridge Capital Group, LLC
DECREASED38,166100,620-62,454-62%$7.8M$2.7M-$5.0M2026-10-13
CWA Asset Management Group, LLC
INCREASED37,95830,996+6,962+22%$2.4M$2.7M+$341.0K2026-10-19
Arsenal Capital Advisors LLC
INCREASED37,87532,612+5,263+16%$2.5M$2.7M+$210.4K2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED37,66636,839+827+2%$2.8M$2.7M-$130.6K2026-10-19
Towerpoint Wealth, LLC
DECREASED37,32337,511-1880%$2.9M$2.7M-$207.1K2026-10-13
SVB Wealth LLC
INCREASED37,29636,392+904+2%$2.8M$2.7M-$122.7K2026-11-06
KCM Investment Advisors LLC
DECREASED37,24938,995-1,746-4%$3.0M$2.7M-$326.8K2026-10-27
Vaquero Private Wealth, LTD
DECREASED37,10437,169-650%$2.9M$2.7M-$196.5K2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED37,02234,884+2,138+6%$2.7M$2.7M-$26.2K2026-11-03
Willis Johnson Wealth, Inc.
INCREASED36,34334,425+1,918+6%$2.7M$2.6M-$39.6K2026-11-03
Washburn Capital Management, Inc.
INCREASED36,32729,162+7,165+25%$2.2M$2.6M+$365.0K2026-10-19
Ascentis Independent Advisors
INCREASED36,1502,274+33,876+1490%$175.3K$2.6M+$2.4M2026-11-03
Daymark Wealth Partners, LLC
INCREASED36,12435,601+523+1%$2.7M$2.6M-$146.1K2026-11-04
M Holdings Securities, Inc.
NEW36,110—+36,110——$2.6K—2026-11-03
Bensler, LLC
DECREASED36,07136,185-1140%$2.8M$2.6M-$194.9K2026-11-05
Bison Wealth, LLC
INCREASED36,04133,035+3,006+9%$2.5M$2.6M+$112.2K2026-10-13
Smart Wealth LLC
INCREASED35,7079,043+26,664+295%$697.3K$2.6M+$1.9M2026-11-04
Sherman Asset Management, Inc.
UNCHANGED35,64635,64600%$2.7M$2.6M-$183.9K2026-11-05
Antonelli Financial Advisors, LLC
INCREASED35,54035,534+6+0%$2.7M$2.6M-$183.0K2026-10-13
Opinicus Capital, Inc.
INCREASED35,49335,326+167+0%$2.7M$2.6M-$170.2K2026-10-28
Tranquility Partners, LLC
INCREASED35,40234,924+478+1%$2.7M$2.5M-$144.4K2026-10-20
Cordgrass Capital Advisors, LLC
INCREASED35,28034,677+603+2%$2.7M$2.5M-$135.5K2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED35,19233,696+1,496+4%$2.6M$2.5M-$66.2K2026-10-14
XY Planning Network, Inc.
INCREASED35,13624,175+10,961+45%$1.9M$2.5M+$663.9K2026-10-14
4Wealth Advisors, Inc.
INCREASED35,1045,807+29,297+505%$444.4K$2.5M+$2.1M2026-10-13
Schmidt P J Investment Management Inc
INCREASED34,96634,218+748+2%$2.6M$2.5M-$122.7K2026-11-02
Carnegie Investment Counsel
INCREASED34,89532,801+2,094+6%$2.5M$2.5M-$18.6K2026-10-20
Advus Financial Partners, LLC
DECREASED34,82737,647-2,820-7%$2.9M$2.5M-$397.2K2026-10-20
Trinity Financial Advisors LLC
INCREASED34,75034,090+660+2%$2.6M$2.5M-$128.4K2026-10-09
MY Wealth Management Inc.
DECREASED34,26034,272-120%$2.6M$2.5M-$177.7K2026-10-21
Sentinel Trust Co LBA
INCREASED33,89330,260+3,633+12%$2.3K$2.4M+$2.4M2026-11-03
Gerald Baker Financial Group LLC
INCREASED33,81733,743+74+0%$2.6M$2.4M-$168.8K2026-10-09
Harmony Asset Management LLC
INCREASED33,67515,855+17,820+112%$1.2M$2.4M+$1.2M2026-10-20
HBK Sorce Advisory LLC
DECREASED33,35135,978-2,627-7%$2.8M$2.4M-$379.7K2026-11-06
SeaBridge Investment Advisors LLC
INCREASED33,18333,000+183+1%$2.5M$2.4M-$157.1K2026-11-02
Fairman Group, LLC
DECREASED33,02834,770-1,742-5%$2.7M$2.4M-$304.7K2026-10-26
Higgins & Schmidt Wealth Strategies LLC
DECREASED32,99033,159-169-1%$2.6M$2.4M-$183.2K2026-10-26
AGH Wealth Advisors, LLC
NEW32,858—+32,858——$2.4M—2026-10-26
Brady Family Wealth, LLC
DECREASED32,83933,225-386-1%$2.6M$2.4M-$199.2K2026-11-02
Blue Trust, Inc.
INCREASED32,8309,598+23,232+242%$740.1K$2.4M+$1.6M2026-10-15
GW Henssler & Associates LTD
INCREASED32,74432,449+295+1%$2.5M$2.4M-$146.2K2026-10-26
Exchange Bank
DECREASED32,72532,861-1360%$2.5M$2.4M-$179.3K2026-10-07
Gateway Investment Advisers LLC
NEW32,682—+32,682——$2.4M—2026-10-13
Bedel Financial Consulting, Inc.
INCREASED32,43632,421+15+0%$2.5M$2.3M-$166.2K2026-11-06
StoneX Group Inc.
INCREASED32,37730,090+2,287+8%$2.3M$2.3M+$9.3K2026-11-03
Integrity Alliance, Llc.
INCREASED31,94929,389+2,560+9%$2.3M$2.3M+$32.5K2026-10-29
Polaris Investment Advisors, LLC
DECREASED31,83433,729-1,895-6%$2.6M$2.3M-$310.4K2026-10-20
Arcadia Investment Advisors LLC
UNCHANGED31,75631,75600%$2.4M$2.3M-$163.9K2026-10-13
Orrstown Financial Services Inc
INCREASED31,69331,287+406+1%$2.4M$2.3M-$132.2K2026-10-14
Harbour Capital Advisors, LLC
INCREASED31,69031,605+85+0%$2.4M$2.3M-$111.5K2026-10-13
St. Clair Advisors, LLC
INCREASED31,57131,549+22+0%$2.4M$2.3M-$161.2K2026-10-13
Clifford Swan Investment Counsel LLC
UNCHANGED31,42031,42000%$2.4M$2.3M-$162.1K2026-11-05
Finward Bancorp
INCREASED31,41831,036+382+1%$2.4M$2.3M-$132.7K2026-10-14
ERn Financial, LLC
INCREASED31,36630,721+645+2%$2.4M$2.3M-$112.0K2026-10-28
Lyell Wealth Management, LP
DECREASED31,33532,385-1,050-3%$2.5M$2.3M-$242.7K2026-10-30
Wolff Wiese Magana LLC
INCREASED31,21528,614+2,601+9%$2.2M$2.2M+$39.5K2026-10-15
HCR Wealth Advisors
UNCHANGED31,21031,21000%$2.4M$2.2M-$161.0K2026-10-15
Kohmann Bosshard Financial Services, LLC
UNCHANGED31,03931,03900%$2.4M$2.2M-$160.2K2026-11-04
PPS&V Asset Management Consultants, Inc.
DECREASED30,47830,950-472-2%$2.4M$2.2M-$193.7K2026-10-06
Philadelphia Trust Co
UNCHANGED30,47530,47500%$2.4M$2.2M-$157.0K2026-11-05
Mullaney, Keating & Wright, Inc.
INCREASED30,40728,625+1,782+6%$2.2M$2.2M-$19.5K2026-10-19
Dale Q Rice Investment Management Ltd
INCREASED30,32929,934+395+1%$2.3M$2.2M-$126.0K2026-10-09
Capital City Trust Co
DECREASED30,31630,968-652-2%$2.4M$2.2M-$206.7K2026-10-22
TopTier Wealth Management, LLC
INCREASED30,20719,362+10,845+56%$1.5M$2.2M+$680.4K2026-10-16
OFS Enterprise LLC
DECREASED30,17132,604-2,433-7%$2.5M$2.2M-$343.3K2026-10-16
Black Diamond Financial, LLC
DECREASED30,16030,161-10%$2.3M$2.2M-$155.7K2026-10-26
Nova Financial LLC
NEW30,136—+30,136——$2.2M—2026-11-04
Apex Wealth Management, LLC
INCREASED29,89929,810+89+0%$2.3M$2.2M-$147.4K2026-10-20
Selby Wealth Management, LLC
DECREASED29,83731,222-1,385-4%$2.4M$2.1M-$260.8K2026-10-16
Deutsche Bank Ag\
UNCHANGED29,57429,57400%$2.3M$2.1M-$152.6K2026-11-06
Chapin Davis, Inc.
INCREASED29,36826,565+2,803+11%$2.0M$2.1M+$64.6K2026-10-09
Forte Asset Management LLC
DECREASED29,36729,439-720%$2.3M$2.1M-$157.1K2026-10-13
Barclays PLC
DECREASED29,163428,400-399,237-93%$33.0M$2.1M-$30.9M2026-11-06
Trust Point Inc.
INCREASED29,04728,983+64+0%$2.2M$2.1M-$144.9K2026-10-27
Calamos Wealth Management LLC
INCREASED29,00228,069+933+3%$2.2M$2.1M-$77.7K2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED28,93329,008-750%$2.2M$2.1M-$155.1K2026-10-26
BridgePort Financial Solutions, LLC
INCREASED28,84025,685+3,155+12%$2.0M$2.1M+$94.4K2026-11-02
Argentarii, LLC
DECREASED28,78728,820-330%$2.2M$2.1M-$170.1K2026-10-28
Factor Wealth Management LTD
DECREASED28,64734,217-5,570-16%$2.6M$2.1M-$577.3K2026-10-08
MFA Wealth Services
INCREASED28,60428,273+331+1%$2.2M$2.1M-$122.1K2026-10-14
Leo Wealth, LLC
NEW28,597—+28,597——$2.1M—2026-10-26
Almanack Investment Partners, Llc.
DECREASED28,43429,355-921-3%$2.3M$2.0M-$217.7K2026-11-03
Huntleigh Advisors, Inc.
INCREASED28,37328,151+222+1%$2.2M$2.0M-$129.4K2026-11-03
Capital Management Associates, Inc
DECREASED28,26528,275-100%$2.2M$2.0M-$146.6K2026-10-20
Atwater Malick LLC
UNCHANGED28,25528,25500%$2.2M$2.0M-$145.8K2026-10-15
Symphony Financial, Ltd. Co.
DECREASED28,15430,242-2,088-7%$2.3M$2.0M-$292.4K2026-10-22
Amarillo National Bank
INCREASED27,99227,845+147+1%$2.1M$2.0M-$133.1K2026-10-23
Moneco Advisors, LLC
DECREASED27,94828,012-640%$2.2M$2.0M-$149.2K2026-11-05
Regatta Capital Group, LLC
INCREASED27,94327,893+50+0%$2.2M$2.0M-$140.3K2026-10-23
Crusonia Wealth Advisors LLC
INCREASED27,91324,178+3,735+15%$1.9M$2.0M+$144.0K2026-10-26
Security Benefit Life Insurance Co
INCREASED27,90010,000+17,900+179%$771.1K$2.0M+$1.2M2026-11-05
JSF Financial, LLC
DECREASED27,60227,671-690%$2.1M$2.0M-$147.7K2026-10-22
Maple Capital Management, Inc.
DECREASED27,57729,924-2,347-8%$2.3M$2.0M-$323.3K2026-11-02
Enzi Wealth
UNCHANGED27,57427,57400%$2.1M$2.0M-$63.7K2026-10-14
SpringVest Wealth Management LLC
DECREASED27,56928,470-901-3%$2.2M$2.0M-$211.7K2026-10-27
Alliance Wealth Advisors, LLC
DECREASED27,56627,776-210-1%$2.1M$2.0M-$158.4K2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED27,55624,921+2,635+11%$1.9M$2.0M+$61.0K2026-10-28
Amplius Wealth Advisors, LLC
INCREASED27,55425,092+2,462+10%$1.9M$2.0M+$47.7K2026-10-20
Sentinel Advisory Group, LLC
DECREASED27,51327,537-240%$2.1M$2.0M-$143.8K2026-10-20
Weinberger Asset Management, Inc
INCREASED27,47927,470+9+0%$2.1M$2.0M-$90.5K2026-10-28
Kathmere Capital Management, LLC
INCREASED27,47325,410+2,063+8%$2.0M$2.0M+$17.3K2026-10-20
Financial Partners Group, Inc
INCREASED27,23427,119+115+0%$2.1M$2.0M-$131.7K2026-10-19
Weaver Consulting Group
INCREASED27,09616,110+10,986+68%$1.2M$1.9M+$707.3K2026-10-07
Cooper Financial Group
INCREASED27,07326,861+212+1%$2.1M$1.9M-$123.4K2026-10-07
International Assets Investment Management, LLC
DECREASED26,89326,998-1050%$2.1M$2.0M-$108.6K2026-11-02
Princeton Global Asset Management LLC
INCREASED26,87726,571+306+1%$2.0M$1.9M-$115.1K2026-10-21
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED26,86330,393-3,530-12%$2.3M$1.9M-$410.8K2026-10-14
Darden Wealth Group Inc
DECREASED26,83827,076-238-1%$2.1M$1.9M-$156.8K2026-11-06
Wealth Effects LLC
UNCHANGED26,57026,57000%$2.0M$1.9M-$137.1K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED26,48724,885+1,602+6%$1.9M$1.9M-$13.1K2026-10-27
Larson Financial Group LLC
INCREASED26,4769,021+17,455+193%$695.6K$1.9M+$1.2M2026-11-05
Facet Wealth, Inc.
INCREASED26,45414,549+11,905+82%$1.1M$1.9M+$781.5K2026-11-04
SilverOak Wealth Management LLC
INCREASED26,27724,469+1,808+7%$1.9M$1.9M+$3.8K2026-10-29
One Way Holdings LLC
INCREASED26,26923,213+3,056+13%$1.8M$1.9M+$100.1K2026-10-29
Endeavor Private Wealth, Inc.
INCREASED26,23824,414+1,824+7%$1.9M$1.9M+$5.3K2026-11-05
S.E.E.D. Planning Group LLC
INCREASED26,20614,275+11,931+84%$1.1M$1.9M+$784.8K2026-10-07
Corundum Group, Inc.
DECREASED26,05527,055-1,000-4%$2.1M$1.9M-$211.6K2026-10-28
Investment Advisory Services Inc
DECREASED26,02226,456-434-2%$2.0M$1.9M-$167.7K2026-10-27
Heritage Wealth Management, Inc. s
DECREASED25,69928,408-2,709-10%$2.2M$1.8M-$341.4K2026-11-06
1834 Investment Advisors Co
DECREASED25,65426,979-1,325-5%$2.1M$1.8M-$234.5K2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED25,63425,616+18+0%$2.0M$1.8M-$130.9K2026-10-15
LexAurum Advisors, LLC
INCREASED25,56525,226+339+1%$1.9M$1.8M-$105.8K2026-10-19
Richards, Merrill & Peterson, Inc.
DECREASED25,30925,735-426-2%$2.0M$1.8M-$163.5K2026-10-19
Angeles Wealth Management, LLC
DECREASED25,29225,437-145-1%$2.0M$1.8M-$141.7K2026-10-26
Mine & Arao Wealth Creation & Management, Llc.
DECREASED25,19926,303-1,104-4%$2.0M$1.8M-$215.2K2026-10-29
Ascent Group, LLC
DECREASED25,01026,467-1,457-5%$2.0M$1.8M-$241.4K2026-10-30
Tred Avon Family Wealth, LLC
INCREASED25,00525,004+10%$1.9M$1.8M-$128.9K2026-10-20
Valpey Financial Services, LLC
DECREASED24,97925,753-774-3%$2.0M$1.8M-$188.6K2026-10-30
Noble Wealth Management PBC
DECREASED24,79925,081-282-1%$1.9M$1.8M-$149.7K2026-10-01
Texas Bank & Trust Co
INCREASED24,79424,134+660+3%$1.9M$1.8M-$77.0K2026-11-04
Atticus Wealth Management, LLC
INCREASED24,78424,737+47+0%$1.9M$1.8M-$124.3K2026-10-20
Gainplan LLC
INCREASED24,71923,720+999+4%$1.8M$1.8M-$50.5K2026-10-09
Revolve Wealth Partners, LLC
DECREASED24,65525,391-736-3%$2.0M$1.8M-$183.9K2026-10-23
Ritholtz Wealth Management
INCREASED24,58423,960+624+3%$1.8M$1.8M-$78.7K2026-11-05
River's Edge Wealth Management, LLC
DECREASED24,53424,923-389-2%$1.9M$1.8M-$109.9K2026-10-19
WP Advisors, LLC
DECREASED24,52827,855-3,327-12%$2.1M$1.8M-$383.1K2026-10-22
CrossGen Wealth, LLC
DECREASED24,47725,077-600-2%$1.9M$1.8M-$172.6K2026-10-30
Element Pointe Advisors, LLC
UNCHANGED24,44524,44500%$1.9M$1.8M-$126.2K2026-10-21
DecisionMap Wealth Management, LLC
INCREASED24,42522,058+2,367+11%$1.7M$1.8M+$56.5K2026-10-29
Baron Financial Group, LLC
INCREASED24,42223,337+1,085+5%$1.8M$1.8M-$42.4K2026-10-09
Taylor & Morgan Wealth Management, LLC
INCREASED24,40423,877+527+2%$1.8M$1.8M-$85.3K2026-10-09
Cora Capital Advisors LLC
DECREASED24,38324,396-130%$1.9M$1.8M-$126.8K2026-11-02
Tepp RIA, LLC
INCREASED24,22722,674+1,553+7%$1.7M$1.7M-$5.3K2026-10-14
Clear Harbor Asset Management, LLC
UNCHANGED24,11324,11300%$1.9M$1.7M-$124.4K2026-11-05
Innealta Capital, LLC
DECREASED24,08424,567-483-2%$1.9M$1.7M-$161.5K2026-11-02
Duncker Streett & Co Inc
UNCHANGED23,97223,97200%$1.8M$1.7M-$123.6K2026-10-27
Schneider Downs Wealth Management Advisors, LP
DECREASED23,91224,026-1140%$1.9M$1.7M-$132.2K2026-10-27
Cadinha & Co LLC
DECREASED23,87524,079-204-1%$1.9M$1.7M-$138.9K2026-10-22
Procyon Advisors, LLC
INCREASED23,84422,415+1,429+6%$1.7M$1.7M-$12.8K2026-10-21
Condor Capital Management
DECREASED23,83624,135-299-1%$1.9M$1.7M-$146.1K2026-11-06
BigSur Wealth Management LLC
UNCHANGED23,75023,75000%$1.8M$1.7M-$122.6K2026-10-13
Tortoise Investment Management, LLC
DECREASED23,73825,069-1,331-5%$1.9M$1.7M-$225.2K2026-11-06
21 West Wealth Management LLC
DECREASED23,63623,916-280-1%$1.8M$1.7M-$143.6K2026-10-13
Carrera Capital Advisors
INCREASED23,54723,431+116+1%$1.8M$1.7M-$112.6K2026-11-03
UMB Private Wealth Management, LLC
NEW23,540—+23,540——$1.7M—2026-10-19
KG Capital Management
INCREASED23,47122,862+609+3%$1.8M$1.7M-$74.2K2026-10-15
Peterson Wealth Advisors, LLC
DECREASED23,34224,906-1,564-6%$1.9M$1.7M-$241.0K2026-10-08
Blankinship & Foster, LLC
DECREASED23,27523,405-130-1%$1.8M$1.7M-$130.1K2026-10-19
Great Lakes Advisors, LLC
INCREASED23,16720,045+3,122+16%$1.5M$1.7M+$121.2K2026-11-06
Trueblood Wealth Management, LLC
INCREASED23,16221,384+1,778+8%$1.6M$1.7M+$17.6K2026-10-23
International Private Wealth Advisors LLC
INCREASED23,15122,304+847+4%$1.7M$1.7M-$54.1K2026-11-05
S.A. Mason LLC
INCREASED23,12723,074+53+0%$1.8M$1.7M-$115.2K2026-10-13
71 West Capital Partners
UNCHANGED22,93322,93300%$1.8M$1.7M-$118.3K2026-11-04
Godsey & Gibb, Inc
INCREASED22,89021,937+953+4%$1.7M$1.6M-$44.6K2026-10-14
Culbertson A N & Co Inc
INCREASED22,88722,829+58+0%$1.8M$1.6M-$113.6K2026-10-21
Brady Martz Wealth Solutions, LLC
INCREASED22,88217,358+5,524+32%$1.3M$1.6M+$307.9K2026-11-05
Ignite Planners, LLC
DECREASED22,78223,524-742-3%$1.8M$1.6M-$171.0K2026-10-14
FF Advisors,LLC
INCREASED22,75317,765+4,988+28%$1.4M$1.6M+$267.2K2026-10-21
Granite Islands Private Wealth, LLC
INCREASED22,65722,611+46+0%$1.7M$1.6M-$112.9K2026-10-16
Reynders McVeigh Capital Management, LLC
DECREASED22,61823,015-397-2%$1.8M$1.6M-$147.6K2026-10-30
Churchill Financial Advisors, LLC
DECREASED22,60924,546-1,937-8%$1.9M$1.6M-$266.0K2026-10-20
Traynor Capital Management, Inc.
DECREASED22,57423,377-803-3%$1.8M$1.6M-$178.4K2026-10-29
Samalin Investment Counsel, LLC
INCREASED22,40421,470+934+4%$1.7M$1.6M-$43.6K2026-10-23
Christensen, King & Associates Investment Services, Inc.
INCREASED22,40217,380+5,022+29%$1.3M$1.6M+$271.7K2026-10-22
First County Bank
INCREASED22,29621,119+1,177+6%$1.6M$1.6M-$24.3K2026-10-13
Dana Investment Advisors, Inc.
UNCHANGED21,99021,99000%$1.7M$1.6M-$113.5K2026-11-06
SevenBridge Financial Group, LLC
DECREASED21,52922,522-993-4%$1.8M$1.6M-$178.4K2026-10-26
Smith Thornton Advisors LLC
UNCHANGED21,50521,50500%$1.6M$1.5M-$70.8K2026-10-16
MMA Asset Management LLC
INCREASED21,39120,850+541+3%$1.6M$1.5M-$68.6K2026-11-02
GGM Financial LLC
DECREASED21,37323,640-2,267-10%$1.8M$1.5M-$285.1K2026-11-05
Smith Salley Wealth Management
INCREASED21,3728,081+13,291+164%$623.1K$1.5M+$914.6K2026-11-03
Donor Advised Charitable Giving, Inc.
INCREASED21,31321,109+204+1%$1.6M$1.5M-$94.3K2026-10-28
Clear Investment Research, LLC
INCREASED21,27821,225+53+0%$1.6M$1.5M-$105.7K2026-11-06
Kavar Capital Partners Group, LLC
DECREASED21,21421,227-130%$1.6M$1.5M-$110.5K2026-11-06
Portus Wealth Advisors, LLC
INCREASED21,21020,724+486+2%$1.6M$1.5M-$72.0K2026-10-13
Pinnacle Financial Group, LLC / IL
INCREASED21,19721,138+59+0%$1.6M$1.5M-$104.8K2026-10-29
William Mack & Associates, Inc.
INCREASED21,05020,121+929+5%$1.6M$1.5M-$37.0K2026-10-27
Legacy Advisors, LLC
UNCHANGED21,04421,04400%$1.6M$1.5M-$108.6K2026-10-19
Certuity, LLC
INCREASED20,98514,577+6,408+44%$1.1M$1.5M+$385.9K2026-11-02
Shakespeare Wealth Management, LLC
NEW20,969—+20,969——$1.5M—2026-10-28
Thompson Investment Management, Inc.
INCREASED20,96620,132+834+4%$1.6M$1.5M-$43.9K2026-10-14
Integrity Wealth Advisors, Inc.
NEW20,926—+20,926——$1.5M—2026-10-29
Nordwand Advisors, LLC
DECREASED20,83726,796-5,959-22%$2.1M$1.5M-$567.0K2026-11-05
Motive Wealth Advisors
UNCHANGED20,78520,78500%$1.6M$1.5M-$107.3K2026-10-26
Creekside Partners
INCREASED20,68220,662+20+0%$1.6M$1.5M-$105.2K2026-11-04
Triad Wealth Partners, LLC
INCREASED20,58017,318+3,262+19%$1.3M$1.5M+$162.7K2026-10-26
Sage Capital Management, LLC
INCREASED20,36020,304+56+0%$1.6M$1.5M-$100.8K2026-10-20
Fusion Family Wealth, LLC
INCREASED20,34920,303+46+0%$1.6M$1.5M-$101.5K2026-11-02
626 Financial, LLC
INCREASED20,24520,229+16+0%$1.6M$1.5M-$103.2K2026-11-04
Lincoln Capital LLC
DECREASED20,22120,222-10%$1.6M$1.5M-$101.4K2026-10-09
Three Seasons Wealth, LLC
DECREASED20,14420,222-780%$1.6M$1.4M-$110.0K2026-11-03
Lynch Investment Planning, LLC
DECREASED20,11821,060-942-4%$1.6M$1.4M-$176.5K2026-10-27
Armstrong Advisory Group, Inc
INCREASED20,08820,077+11+0%$1.5M$1.4M-$102.8K2026-10-09
Essex Bank
DECREASED20,06520,182-117-1%$1.6M$1.4M-$112.6K2026-10-16
ZWJ Investment Counsel Inc
INCREASED19,87619,673+203+1%$1.5M$1.4M-$86.9K2026-10-15
ARQ Wealth Advisors, LLC
DECREASED19,83320,023-190-1%$1.5M$1.4M-$88.6K2026-10-29
Johnson & White Wealth Management, LLC
DECREASED19,82919,916-870%$1.5M$1.4M-$109.0K2026-11-03
Fortis Group Advisors, LLC
DECREASED19,82719,917-900%$1.5M$1.5M-$81.9K2026-11-06
Heck Capital Advisors, LLC
INCREASED19,80718,178+1,629+9%$1.4M$1.4M+$23.4K2026-10-14
MW Advisory, LLC
INCREASED19,75019,431+319+2%$1.5M$1.4M-$77.3K2026-10-19
Box Hill Private Wealth LLC
INCREASED19,73315,447+4,286+28%$1.2M$1.4M+$228.7K2026-10-05
First Financial Bank - Trust Division
INCREASED19,72514,619+5,106+35%$1.1M$1.4M+$291.9K2026-10-01
Compound Planning, Inc.
DECREASED19,65226,879-7,227-27%$2.1M$1.4M-$658.6K2026-11-05
Clearwater Capital Advisors, LLC
DECREASED19,61521,470-1,855-9%$1.7M$1.4M-$244.3K2026-11-06
CGN Advisors LLC
INCREASED19,58519,506+79+0%$1.5M$1.4M-$94.9K2026-10-21
Retirement Planning Group, LLC
DECREASED19,36519,854-489-2%$1.5M$1.4M-$137.6K2026-10-19
Continuum Wealth Advisors, LLC
UNCHANGED19,29819,29800%$1.5M$1.4M-$99.6K2026-10-20
Correct Capital Wealth Management
UNCHANGED19,22519,22500%$1.5M$1.4M-$99.2K2026-11-02
Fell Capital Management
UNCHANGED19,20519,20500%$1.5M$1.4M-$99.1K2026-10-09
Private Wealth Group, LLC
UNCHANGED19,18619,18600%$1.5M$1.4M-$99.0K2026-10-19
Mogy Joel R Investment Counsel Inc
INCREASED19,12711,622+7,505+65%$896.2K$1.4M+$480.0K2026-10-13
Ballast Rock Private Wealth LLC
DECREASED19,12234,738-15,616-45%$2.7M$1.4M-$1.3M2026-10-26
Tannin Capital LLC
INCREASED19,08019,070+10+0%$1.5M$1.4M-$97.7K2026-11-05
Cathy Pareto & Associates, Inc
INCREASED19,06518,401+664+4%$1.4M$1.4M-$47.2K2026-10-15
CWS Financial Advisors, LLC
DECREASED19,01019,339-329-2%$1.5M$1.4M-$123.5K2026-10-16
Ledyard National Bank
UNCHANGED18,92918,92900%$1.5M$1.4M-$97.7K2026-10-21
Cypress Capital Group
DECREASED18,92820,361-1,433-7%$1.6M$1.4M-$208.2K2026-11-03
Evensky & Katz LLC
DECREASED18,91421,050-2,136-10%$1.6M$1.4K-$1.6M2026-10-27
Gilpin Wealth Management, LLC
DECREASED18,74718,883-136-1%$1.5M$1.3M-$107.2K2026-10-09
Bright Futures Wealth Management, Llc.
DECREASED18,72819,163-435-2%$1.5M$1.3M-$130.2K2026-10-23
Pioneer Trust Bank N A
UNCHANGED18,70018,70000%$1.4M$1.3M-$96.5K2026-11-06
waypoint wealth counsel
INCREASED18,63215,807+2,825+18%$1.2M$1.3M+$121.7K2026-10-22
Wealth Management Partners, LLC
DECREASED18,62119,407-786-4%$1.5M$1.3M-$156.7K2026-10-21
Watershed Private Wealth LLC
DECREASED18,50919,873-1,364-7%$1.5M$1.3M-$200.7K2026-10-30
KWB Wealth
DECREASED18,49418,497-30%$1.4M$1.3M-$95.7K2026-10-16
Tritonpoint Wealth, LLC
DECREASED18,41818,624-206-1%$1.4M$1.3M-$110.9K2026-10-19
Salem Investment Counselors Inc
DECREASED18,20918,345-136-1%$1.4M$1.3M-$104.4K2026-10-13
Cardinal Point Capital Management ULC
INCREASED18,11918,002+117+1%$1.4M$1.3M-$84.4K2026-10-21
Fairvoy Private Wealth, LLC
DECREASED18,02223,052-5,030-22%$1.8M$1.3M-$480.9K2026-10-19
Trust Co of Toledo NA
DECREASED17,92818,048-120-1%$1.4M$1.3M-$101.8K2026-10-16
Dodds Wealth, LLC
INCREASED17,92417,714+210+1%$1.4M$1.3M-$76.3K2026-11-02
Tufton Capital Management
DECREASED17,90017,909-90%$1.4M$1.3K-$1.4M2026-10-20
Mann Financial Group, Inc.
DECREASED17,75017,932-182-1%$1.4M$1.3M-$105.6K2026-10-15
Ceera Investments, LLC
INCREASED17,6733,995+13,678+342%$308.1K$1.3M+$963.5K2026-11-02
Csenge Advisory Group
INCREASED17,65616,672+984+6%$1.3M$1.3M-$15.2K2026-11-04
Nikulski Financial, Inc.
DECREASED17,61918,659-1,040-6%$1.4M$1.3M-$171.1K2026-11-06
Sageworth Trust Co
DECREASED17,50231,440-13,938-44%$2.4M$1.3M-$1.2M2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED17,46417,152+312+2%$1.3M$1.3M-$66.1K2026-10-27
EnRich Financial Partners LLC
DECREASED17,36717,468-101-1%$1.3M$1.2M-$97.4K2026-10-21
Patriot Investment Management Group, Inc.
DECREASED17,24517,509-264-2%$1.4M$1.2M-$109.4K2026-10-15
Brandywine OAK Private Wealth LLC
INCREASED17,17515,088+2,087+14%$1.2M$1.2M+$72.3K2026-10-23
Tempus Wealth Planning, LLC
DECREASED17,16321,523-4,360-20%$1.7M$1.2M-$424.7K2026-10-14
Edgemoor Investment Advisors, Inc.
UNCHANGED17,10317,10300%$1.3M$1.2M-$88.3K2026-11-03
Avantax Planning Partners, Inc.
INCREASED16,94216,510+432+3%$1.3M$1.2M-$54.1K2026-11-03
Crew Capital Management, Ltd
DECREASED16,91617,181-265-2%$1.3M$1.2M-$107.7K2026-10-28
United Advisor Group, LLC
INCREASED16,89716,687+210+1%$1.3M$1.2M-$70.9K2026-11-03
Cove Private Wealth, LLC
INCREASED16,88015,580+1,300+8%$1.2M$1.2M+$13.1K2026-10-28
Financial Planning Navigators Corp
INCREASED16,85214,865+1,987+13%$1.1M$1.2M+$66.3K2026-10-14
Nicholas Hoffman & Company, Llc.
INCREASED16,82416,819+5+0%$1.3M$1.2M-$86.4K2026-10-30
Stonebridge Financial Group, LLC
DECREASED16,81221,184-4,372-21%$1.6M$1.2M-$423.9K2026-10-01
Ascentis Wealth Management, LLC
INCREASED16,73816,628+110+1%$1.3M$1.2M-$77.9K2026-11-03
Evanson Financial, LLC
UNCHANGED16,68416,68400%$1.3M$1.2M-$86.1K2026-10-23
Smith Partners Wealth Management, LLC
DECREASED16,66917,079-410-2%$1.3M$1.2M-$117.6K2026-11-05
Balentine LLC
INCREASED16,64814,958+1,690+11%$1.2M$1.2M+$44.4K2026-11-03
Thrive Wealth Management, LLC
DECREASED16,61317,092-479-3%$1.3M$1.2M-$122.6K2026-10-13
Compass Ion Advisors, LLC
INCREASED16,52916,528+1+0%$1.3M$1.2M-$85.2K2026-10-23
G&S Capital LLC
DECREASED16,52617,915-1,389-8%$1.4M$1.2M-$192.4K2026-10-23
Patten & Patten Inc
UNCHANGED16,46916,46900%$1.3M$1.2M-$85.0K2026-10-26
Buttonwood Financial Advisors Inc.
DECREASED16,38616,651-265-2%$1.3M$1.2M-$105.0K2026-10-13
Cowa, LLC
DECREASED16,32616,716-390-2%$1.3M$1.2M-$114.3K2026-10-30
Intergy Private Wealth, LLC
INCREASED16,29715,535+762+5%$1.2M$1.2M-$25.4K2026-10-16
High Note Wealth, LLC
UNCHANGED16,21816,21800%$1.3M$1.2M-$83.7K2026-10-27
Willis Investment Counsel
UNCHANGED16,16416,16400%$1.2M$1.2M-$83.4K2026-10-20
Williams Jones Wealth Management, Llc.
DECREASED16,16016,410-250-2%$1.3M$1.2M-$102.7K2026-11-05
Third View Private Wealth, LLC
INCREASED16,13212,363+3,769+30%$953.3K$1.2M+$207.4K2026-10-30
Appleton Partners Inc
DECREASED16,09916,226-127-1%$1.3M$1.2K-$1.2M2026-10-30
Costello Asset Management, Inc
DECREASED16,08616,279-193-1%$1.3M$1.2M-$97.9K2026-10-30
Stevens Capital Partners
INCREASED16,07215,079+993+7%$1.2M$1.2M-$6.3K2026-10-29
Ashton Thomas Securities, LLC
NEW16,063—+16,063——$1.2M—2026-10-26
Westhampton Capital, LLC
INCREASED16,03015,935+95+1%$1.2M$1.2M-$75.4K2026-10-30
Diversified Enterprises, LLC
INCREASED16,00015,958+42+0%$1.2M$1.2M-$79.3K2026-10-19
Collective Family Office LLC
DECREASED15,99816,892-894-5%$1.3M$1.2M-$151.5K2026-10-05
Urban Wealth Management, LLC
DECREASED15,95416,005-510%$1.2M$1.1M-$86.3K2026-10-21
Willner & Heller, LLC
DECREASED15,80315,912-109-1%$1.2M$1.1M-$90.0K2026-10-28
Gerber, LLC
UNCHANGED15,78015,78000%$1.2M$1.1M-$81.4K2026-10-21
Howland Capital Management LLC
DECREASED15,77115,865-94-1%$1.2M$1.1M-$88.6K2026-10-22
Plante Moran Financial Advisors, LLC
INCREASED15,76913,699+2,070+15%$1.1M$1.1M+$78.2K2026-11-04
BIP Wealth, LLC
INCREASED15,75913,977+1,782+13%$1.1M$1.1M+$56.1K2026-10-22
KOM Wealth Management Group, LLC
DECREASED15,73822,414-6,676-30%$1.7M$1.1M-$596.1K2026-10-15
Allstreet Capital Advisors LLC
DECREASED15,69416,290-596-4%$1.3M$1.1M-$126.9K2026-11-04
Stenger Family Office, LLC
DECREASED15,59115,905-314-2%$1.2M$1.1M-$84.2K2026-10-22
Financial Insights, Inc.
INCREASED15,59014,398+1,192+8%$1.1M$1.1M+$11.5K2026-10-27
Waters Parkerson & Co., LLC
INCREASED15,54714,605+942+6%$1.1M$1.1M-$7.6K2026-11-04
Washington Trust Advisors, Inc.
DECREASED15,50317,130-1,627-9%$1.3M$1.1M-$205.4K2026-10-22
Principle Wealth Partners LLC
DECREASED15,49016,794-1,304-8%$1.3M$1.1M-$180.4K2026-11-02
Occidental Asset Management, LLC
DECREASED15,46515,688-223-1%$1.2M$1.1M-$97.0K2026-11-05
Koesten, Hirschmann & Crabtree, Inc.
DECREASED15,40015,500-100-1%$1.2M$1.1M-$87.2K2026-10-13
Wealth Dimensions Group, Ltd.
INCREASED15,38114,558+823+6%$1.1M$1.1M-$15.9K2026-11-02
Roan Capital Partners
INCREASED15,36113,955+1,406+10%$1.1M$1.1M+$29.2K2026-10-09
LVM Capital Management LTD
INCREASED15,32615,286+40+0%$1.2K$1.1M+$1.1M2026-10-20
Berman McAleer LLC
INCREASED15,31114,841+470+3%$1.1M$1.1M-$42.8K2026-10-16
Wealth Enhancement Trust Services, Inc.
INCREASED15,2789,069+6,209+68%$699.3K$1.1M+$399.9K2026-10-07
Worth Asset Management, LLC
NEW15,112—+15,112——$1.1M—2026-10-07
Victory Financial Group, LLC
INCREASED15,0976,565+8,532+130%$506.2K$1.1M+$580.0K2026-10-27
Ipswich Investment Management Co., Inc.
INCREASED15,08015,003+77+1%$1.2M$1.1M-$71.9K2026-10-13
Allen Capital Group, LLC
DECREASED15,06315,227-164-1%$1.2M$1.1M-$90.4K2026-10-27
Central Pacific Bank - Trust Division
INCREASED15,04413,460+1,584+12%$1.0M$1.1M+$44.5K2026-10-06
Focus Financial Network, Inc.
INCREASED15,00613,669+1,337+10%$1.1M$1.1M+$25.7K2026-10-14
Beirne Wealth Consulting Services, LLC
INCREASED14,83314,607+226+2%$1.1M$1.1M-$59.2K2026-10-19
Private Wealth Management Group, LLC
INCREASED14,83314,635+198+1%$1.1M$1.1M-$61.3K2026-10-19
Carret Asset Management, LLC
INCREASED14,74914,494+255+2%$1.1M$1.1M-$56.4K2026-11-04
Sunpointe, LLC
DECREASED14,74217,928-3,186-18%$1.4M$1.1M-$321.7K2026-10-22
Capital Investment Advisory Services, LLC
DECREASED14,71315,095-382-3%$1.2M$1.1M-$105.4K2026-10-30
Moneywise, Inc.
DECREASED14,62221,100-6,478-31%$1.6M$1.1M-$575.0K2026-10-30
Stanley-Laman Group, Ltd.
DECREASED14,53714,601-640%$1.1M$1.0M-$79.9K2026-10-20
Kooman & Associates
INCREASED14,51614,463+53+0%$1.1M$1.0M-$70.8K2026-10-21
Verus Capital Partners, LLC
INCREASED14,43514,405+30+0%$1.1M$1.0M-$72.1K2026-11-03
Cornerstone Wealth Group, LLC
DECREASED14,42615,520-1,094-7%$1.2M$1.0M-$158.8K2026-11-02
Old Port Advisors
DECREASED14,42114,714-293-2%$1.1M$1.0M-$97.0K2026-10-23
Interchange Capital Partners, LLC
UNCHANGED14,39714,39700%$1.1M$1.0M-$74.3K2026-10-28
Uptown Financial Advisors LLC
UNCHANGED14,33314,33300%$1.1M$1.0M-$74.0K2026-10-15
Balefire, LLC
DECREASED14,30917,249-2,940-17%$1.3M$1.0M-$300.6K2026-10-09
Retirement Wealth Solutions LLC
INCREASED14,27114,237+34+0%$1.1M$1.0M-$71.0K2026-10-07
Traphagen Investment Advisors LLC
DECREASED14,24016,463-2,223-13%$1.3M$1.0M-$244.9K2026-10-14
Sweeney & Michel, LLC
INCREASED14,22414,028+196+1%$1.1M$1.0M-$67.8K2026-10-16
Droms Strauss Advisors Inc
INCREASED14,22014,217+3+0%$1.1M$1.0M-$73.1K2026-11-03
Chatham Capital Group, Inc.
UNCHANGED14,16514,16500%$1.1M$1.0M-$73.1K2026-10-16
Brookmont Capital Management
DECREASED14,14914,162-130%$1.1M$1.0M-$74.0K2026-10-23
Root Financial Partners, LLC
DECREASED14,00314,860-857-6%$1.1M$1.0M-$138.3K2026-10-21
Courage Miller Partners, LLC
INCREASED13,96913,767+202+1%$1.1M$1.0M-$56.5K2026-10-21
Bayban
UNCHANGED13,95513,95500%$1.1M$1.1M$02026-11-05
Innovative Wealth Building LLC
DECREASED13,92014,936-1,016-7%$1.2M$1.0M-$150.2K2026-10-14
Brown, Lisle Ings, Inc.
DECREASED13,83813,953-115-1%$1.1M$995.6K-$80.3K2026-10-16
1900 Wealth Management LLC
DECREASED13,79114,218-427-3%$1.1M$992.2K-$104.1K2026-10-13
Next Level Private LLC
DECREASED13,77513,888-113-1%$1.1M$991.1K-$79.8K2026-10-20
SC&H Financial Advisors, Inc.
INCREASED13,76813,752+16+0%$1.1M$990.6K-$69.8K2026-10-14
Moody Lynn Lieberson & Walker, LLC
DECREASED13,75913,853-94-1%$1.1M$990.0K-$78.2K2026-10-14
North Star Investment Management Corp.
UNCHANGED13,74013,74000%$1.1M$988.6K-$70.9K2026-10-27
Imc-Chicago, LLC
NEW13,708—+13,708——$986.3K—2026-11-05
Eagle Strategies LLC
DECREASED13,70715,676-1,969-13%$1.2M$986.2K-$222.6K2026-10-16
Investment Research & Advisory Group, Inc.
DECREASED13,58114,112-531-4%$1.1M$977.1K-$111.0K2026-10-19
Earned Wealth Advisors, LLC
INCREASED13,55610,469+3,087+29%$807.2K$975.4K+$168.1K2026-11-06
WBH Advisory Inc
INCREASED13,50113,142+359+3%$1.0M$971.4K-$41.9K2026-11-05
Howard Financial Services, Ltd.
INCREASED13,42612,717+709+6%$980.6K$966.0K-$14.6K2026-10-15
Nemes Rush Group LLC
DECREASED13,42313,567-144-1%$1.0M$965.8K-$80.4K2026-11-04
Matauro, LLC
DECREASED13,39717,439-4,042-23%$1.3M$963.9K-$380.8K2026-11-03
MBA Advisors LLC
INCREASED13,32513,275+50+0%$1.0M$958.7K-$64.9K2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED13,28713,266+21+0%$1.0M$956.0K-$66.9K2026-10-13
Investment Management Corp
INCREASED13,27512,647+628+5%$975.2K$955.2K-$20.0K2026-11-03
TL Private Wealth
DECREASED13,21413,625-411-3%$1.0M$966.7K-$61.6K2026-10-13
Demars Financial Group, LLC
DECREASED13,16713,492-325-2%$1.0M$947.3K-$93.0K2026-10-22
Cypress Wealth Services, LLC
UNCHANGED13,12213,12200%$1.0M$971.0K-$40.8K2026-10-21
Winthrop Capital Management, LLC
INCREASED13,08412,956+128+1%$999.0K$941.4K-$57.6K2026-11-05
Maltin Wealth Management, Inc.
DECREASED13,08113,174-93-1%$1.0M$941.2K-$74.7K2026-10-13
Warner Financial, Inc
INCREASED13,02412,921+103+1%$996.3K$937.1K-$59.2K2026-11-06
MV Capital Management, Inc.
DECREASED13,02313,635-612-4%$1.1M$937.0K-$114.4K2026-10-29
Aviance Capital Partners, LLC
UNCHANGED12,99312,99300%$1.0M$934.8K-$67.0K2026-10-29
Blue Bell Private Wealth Management, LLC
INCREASED12,9515,098+7,853+154%$393.1K$931.8K+$538.7K2026-10-29
Aaron Wealth Advisors LLC
DECREASED12,91513,179-264-2%$1.0M$929.2K-$87.0K2026-10-13
Bernardo Wealth Planning LLC
INCREASED12,8886,352+6,536+103%$489.8K$927.3K+$437.5K2026-10-23
Sage Capital Advisors,llc
INCREASED12,88012,842+38+0%$990.2K$926.7K-$63.5K2026-10-13
TCV Trust & Wealth Management, Inc.
DECREASED12,87513,631-756-6%$1.1M$926.4K-$124.7K2026-10-16
Emprise Bank
UNCHANGED12,86712,86700%$992.2K$925.8K-$66.4K2026-10-07
Clarity Capital Advisors, LLC
UNCHANGED12,67712,67700%$977.5K$912.1K-$65.4K2026-10-27
Laurel Wealth Advisors LLC
DECREASED12,66012,753-93-1%$983.4K$910.9K-$72.5K2026-10-27
Tsfg, LLC
DECREASED12,62615,063-2,437-16%$1.2M$908-$1.2M2026-10-23
Fiduciary Advisors, Inc.
DECREASED12,62313,443-820-6%$1.0M$908.2K-$128.4K2026-10-16
Bath Savings Trust Co
INCREASED12,59010,448+2,142+21%$805.6K$905.9K+$100.2K2026-10-07
Highland Capital Management, LLC
UNCHANGED12,56412,56400%$968.8K$904.0K-$64.8K2026-10-26
Kwmg, LLC
DECREASED12,56012,600-400%$971.6K$903.7K-$67.9K2026-10-07
Simplicity Wealth,LLC
DECREASED12,55616,365-3,809-23%$1.3M$903.4K-$358.5K2026-10-23
M.E. Allison & Co., Inc.
UNCHANGED12,50812,50800%$964.5K$900.0K-$64.5K2026-10-09
Sunbeam Capital Management, LLC
INCREASED12,50612,502+4+0%$964.0K$899.8K-$64.2K2026-11-05
Greenup Street Wealth Management LLC
INCREASED12,42612,129+297+2%$935.3K$894.0K-$41.3K2026-10-28
Security National Bank
UNCHANGED12,39312,39300%$955.6K$891.7K-$63.9K2026-10-26
Aspen Investment Management Inc
INCREASED12,37812,351+27+0%$952$891.0K+$890.0K2026-11-05
Omni 360 Wealth, Inc.
INCREASED12,32112,264+57+0%$945.7K$886.5K-$59.2K2026-10-13
Signaturefd, LLC
INCREASED12,30411,644+660+6%$897.8K$885.3K-$12.5K2026-10-23
Guardian Asset Advisors, LLC
INCREASED12,28112,277+4+0%$946.7K$883.5K-$63.3K2026-10-16
Riverchase Wealth Management, LLC
UNCHANGED12,28012,28000%$946.9K$883.5K-$63.4K2026-10-28
Asset Dedication, LLC
DECREASED12,27912,411-132-1%$957.1K$883.5K-$73.6K2026-11-03
JB Capital LLC
INCREASED12,24812,084+164+1%$931.8K$881.2K-$50.5K2026-10-19
Tennessee Valley Asset Management Partners
INCREASED12,22711,943+284+2%$921.0K$879.7K-$41.2K2026-11-03
Watchman Group, Inc.
DECREASED12,20714,664-2,457-17%$1.1M$878.3K-$252.4K2026-10-16
Moisand Fitzgerald Tamayo, LLC
DECREASED12,16512,558-393-3%$968.3K$875.3K-$93.0K2026-10-15
Gemmer Asset Management LLC
DECREASED12,13013,160-1,030-8%$1.0M$872.7K-$142.0K2026-10-16
Plancorp, LLC
INCREASED12,1215,326+6,795+128%$400.7K$888.9K+$488.2K2026-11-03
Powell Investment Advisors, LLC
INCREASED12,07512,044+31+0%$928.7K$868.8K-$59.9K2026-10-22
Fortitude Advisory Group L.L.C.
DECREASED12,04312,345-302-2%$951.9K$866.5K-$85.5K2026-10-15
Marin Bay Wealth Advisors, LLC
INCREASED11,99311,977+16+0%$923.6K$862.9K-$60.6K2026-10-28
Swmg, LLC
DECREASED11,93512,283-348-3%$928.2K$868.9K-$59.4K2026-10-23
Luminvest Wealth Management LLC
UNCHANGED11,91411,91400%$905.8K$874.9K-$31.0K2026-10-14
Capital Advisors Wealth Management, LLC
DECREASED11,89912,370-471-4%$953.8K$856.1K-$97.7K2026-10-09
Keystone Wealth Services, LLC
DECREASED11,89511,905-100%$918.0K$860.9K-$57.1K2026-11-03
Greystone Financial Group, LLC
INCREASED11,88111,878+3+0%$915.9K$854.8K-$61.1K2026-10-26
EagleClaw Capital Managment, LLC
DECREASED11,88011,990-110-1%$924.5K$854.8K-$69.8K2026-11-06
Adelphi Trust Co
INCREASED11,8558,920+2,935+33%$687.8K$853.0K+$165.1K2026-10-05
Able Financial Group, LLC
UNCHANGED11,84711,84700%$913.5K$852.4K-$61.1K2026-10-14
Auxano Advisors, LLC
INCREASED11,8016,367+5,434+85%$491.0K$849.1K+$358.1K2026-11-06
Uptick Partners, LLC
DECREASED11,78611,985-199-2%$924.2K$848.0K-$76.2K2026-11-04
Legacy Bridge, LLC
DECREASED11,75911,790-310%$909.1K$846.1K-$63.1K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED11,75411,993-239-2%$924.8K$845.7K-$79.1K2026-10-14
Primoris Wealth Advisors, LLC
DECREASED11,71611,736-200%$904.9K$843.0K-$62.0K2026-10-28
Invenio Wealth Partners LLC
UNCHANGED11,71511,71500%$903.3K$842.9K-$60.5K2026-10-20
First National Bank Sioux Falls
DECREASED11,56912,259-690-6%$876.4K$832.4K-$44.0K2026-10-13
Sound Income Strategies, LLC
DECREASED11,55411,870-316-3%$915.3K$843.8K-$71.5K2026-10-09
Walled Lake Planning & Wealth Management, LLC
DECREASED11,55011,640-90-1%$897.5K$831.0K-$66.5K2026-10-29
Fjell Capital, LLC
NEW11,547—+11,547——$830.8K—2026-10-13
Abound Wealth Management
INCREASED11,45510,706+749+7%$825.5K$824.2K-$1.3K2026-10-26
BKM Wealth Management, LLC
INCREASED11,40710,224+1,183+12%$788.4K$820.8K+$32.4K2026-10-22
O'Keefe Stevens Advisory, Inc.
DECREASED11,37511,432-570%$881.5K$818.4K-$63.1K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED11,37310,028+1,345+13%$773.3K$818.3K+$45.1K2026-10-29
Sepio Capital, LP
INCREASED11,28710,856+431+4%$837.1K$812.2K-$25.0K2026-10-22
Clearview Wealth Management LLC
DECREASED11,25411,670-416-4%$899.9K$824.5K-$75.4K2026-10-16
Southern Michigan Bank & Trust
DECREASED11,21411,351-137-1%$875.3K$806.8K-$68.4K2026-10-19
Columbia Bank
DECREASED11,21211,287-75-1%$870.3K$806.7K-$63.6K2026-10-29
Shepherd Financial Partners LLC
DECREASED11,16311,553-390-3%$890.9K$803.2K-$87.7K2026-11-03
Opus Capital Group, LLC
INCREASED11,1539,632+1,521+16%$743.0K$802-$742.2K2026-10-30
Cambridge Capital Management, LLC
INCREASED11,13211,127+5+0%$858.0K$801.0K-$57.0K2026-10-19
Cornell Pochily Investment Advisors, Inc.
INCREASED11,13110,393+738+7%$801.4K$800.9K-$5352026-10-19
Gibbs Wealth Management
INCREASED11,12710,826+301+3%$834.8K$800.6K-$34.2K2026-10-22
Planned Solutions, Inc.
INCREASED11,09611,071+25+0%$853.7K$798.3K-$55.4K2026-10-19
Slow Capital, Inc.
DECREASED11,09511,395-300-3%$878.7K$798.3K-$80.4K2026-10-23
Hyposwiss Advisors SA
UNCHANGED11,08011,08000%$854.4K$797.2K-$57.2K2026-10-26
Parcion Private Wealth LLC
UNCHANGED11,07411,07400%$853.9K$796.8K-$57.1K2026-10-28
TritonPoint Partners, LLC
DECREASED11,05036,745-25,695-70%$2.8M$795.1K-$2.0M2026-11-05
Beam Wealth Advisors, Inc.
INCREASED11,03210,940+92+1%$843.6K$793.7K-$49.8K2026-11-03
Guyasuta Investment Advisors Inc
INCREASED10,97210,704+268+3%$825.4K$789.4K-$36.0K2026-10-15
Objective Capital Management, LLC
INCREASED10,96910,953+16+0%$844.6K$789.2K-$55.3K2026-10-13
Oarsman Capital, Inc.
INCREASED10,8479,618+1,229+13%$741.6K$780.4K+$38.8K2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED10,82910,827+2+0%$834.9K$779.2K-$55.7K2026-10-16
Wellington Grp LLC
INCREASED10,76610,617+149+1%$818.7K$774.6K-$44.1K2026-11-06
Marathon Strategic Advisors, LLC
UNCHANGED10,62110,62100%$819.0K$764.2K-$54.8K2026-10-20
Oak Asset Management, LLC
INCREASED10,56510,490+75+1%$808.9K$760.2K-$48.7K2026-10-13
Quartz Partners, LLC
INCREASED10,53910,530+9+0%$812.0K$758.3K-$53.7K2026-11-03
Symmetry Partners, LLC
INCREASED10,5267,254+3,272+45%$559.4K$757.3K+$198.0K2026-10-27
BCS Wealth Management
DECREASED10,51910,868-349-3%$838.0K$756.8K-$81.2K2026-11-03
Weatherly Asset Management L. P.
DECREASED10,51311,213-700-6%$864.6K$756.4K-$108.2K2026-10-20
CPC Advisors, LLC
DECREASED10,51111,947-1,436-12%$921.2K$756.3K-$165.0K2026-10-21
John Boyer, Inc.
DECREASED10,49512,582-2,087-17%$969.9K$755.0K-$214.9K2026-10-27
Kellett Wealth Advisors, LLC
NEW10,410—+10,410——$749.0K—2026-10-15
Howard Wealth Management, LLC
INCREASED10,38310,376+7+0%$800.1K$747.1K-$53.0K2026-10-28
Tilia Fiduciary Partners, Inc.
DECREASED10,36210,716-354-3%$826.3K$745.5K-$80.8K2026-10-09
Vertrix Wealth Management, LLC
DECREASED10,32911,619-1,290-11%$895.9K$743.2K-$152.7K2026-10-13
Northwest Wealth Advisors, LLC
DECREASED10,32610,795-469-4%$832.4K$743.0K-$89.4K2026-11-02
Dagco, Inc.
UNCHANGED10,31310,31300%$795.2K$742.0K-$53.2K2026-10-20
Clearstead Trust, LLC
INCREASED10,30810,201+107+1%$786.6K$741.7K-$44.9K2026-11-06
Key FInancial Inc
DECREASED10,30310,753-450-4%$829.2K$741.3K-$87.9K2026-11-02
Asset Allocation & Management Company, LLC
UNCHANGED10,29510,29500%$794$741-$532026-10-13
Balboa Wealth Partners
INCREASED10,2889,553+735+8%$736.6K$740.2K+$3.6K2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED10,2779,871+406+4%$761.2K$739.4K-$21.7K2026-10-29
Canvas Wealth Advisors, LLC
DECREASED10,12910,219-90-1%$788.0K$751.6K-$36.4K2026-11-02
Sharkey, Howes & Javer
DECREASED10,12613,271-3,145-24%$1.0M$728.6K-$294.8K2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED10,12210,12200%$780.5K$728.3K-$52.2K2026-10-13
Gen-Wealth Partners Inc
INCREASED10,06410,041+23+0%$774.3K$724.1K-$50.2K2026-11-04
Shelton Wealth Management, LLC
DECREASED10,05310,782-729-7%$831.4K$723.3K-$108.1K2026-10-16
Fishman JAY A LTD
UNCHANGED10,00010,00000%$771.1K$719.5K-$51.6K2026-10-26
Burk Holdings LLC
UNCHANGED9,9859,98500%$769.9K$718.4K-$51.5K2026-11-05
Virtue Asset Management LLC
INCREASED9,9847,514+2,470+33%$579.4K$718.4K+$139.0K2026-10-21
TFC Financial Management, Inc.
DECREASED9,98011,087-1,107-10%$854.9K$718.1K-$136.8K2026-10-26
Seelaus Asset Management LLC
DECREASED9,95910,509-550-5%$810.3K$716.6K-$93.8K2026-10-14
Graetz Wealth LLC
INCREASED9,9399,914+25+0%$764.5K$715.1K-$49.3K2026-10-27
Clear Point Advisors Inc.
INCREASED9,8279,095+732+8%$701.3K$707.1K+$5.7K2026-10-30
Falcon Wealth Planning
INCREASED9,8249,780+44+0%$754.1K$706.8K-$47.3K2026-11-06
Davidson Investment Advisors
UNCHANGED9,7479,74700%$751.6K$701.3K-$50.3K2026-10-20
Peck Wealth Management, LLC
DECREASED9,73010,380-650-6%$800.4K$700.1K-$100.3K2026-10-29
CapWealth Advisors, LLC
UNCHANGED9,7019,70100%$748.0K$698.0K-$50.1K2026-10-05
Carl P. Sherr & Co., LLC
DECREASED9,6999,819-120-1%$757.2K$697.9K-$59.3K2026-11-06
Albion Financial Group
INCREASED9,6989,069+629+7%$699.3K$697.7K-$1.6K2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED9,6723,951+5,721+145%$298.6K$700.1K+$401.5K2026-10-21
Meridian Investment Counsel Inc.
DECREASED9,6719,746-75-1%$751.5K$695.8K-$55.7K2026-10-14
American State Bank (Iowa)
DECREASED9,6369,666-300%$745.3K$693.3K-$52.0K2026-11-03
Carson Advisory Inc.
INCREASED9,5779,552+25+0%$736.6K$689.1K-$47.5K2026-11-06
Segment Wealth Management, LLC
INCREASED9,5478,285+1,262+15%$638.9K$686.9K+$48.1K2026-10-26
Miramontes Capital, LLC
DECREASED9,5369,655-119-1%$744.5K$686.1K-$58.4K2026-10-19
Ballast, Inc.
DECREASED9,4259,535-110-1%$735.2K$678.1K-$57.1K2026-10-20
Sima Wealth Partners, LLC
UNCHANGED9,4159,41500%$726.0K$677.4K-$48.6K2026-10-19
Boyd Watterson Asset Management LLC
DECREASED9,3819,797-416-4%$755.4K$675.0K-$80.5K2026-11-06
Hoxton Planning & Management, LLC
DECREASED9,3569,994-638-6%$770.6K$673.2K-$97.5K2026-10-15
Romano Brothers and Company
INCREASED9,3549,327+27+0%$719.2K$673.0K-$46.2K2026-10-22
Juncture Wealth Strategies, LLC
INCREASED9,3498,915+434+5%$687.4K$672.7K-$14.8K2026-10-06
Sovran Advisors, LLC
INCREASED9,3457,254+2,091+29%$551.5K$693.4K+$141.8K2026-11-02
Burton Enright Welch
DECREASED9,3389,345-70%$720.6K$671.9K-$48.7K2026-11-04
TrustBank
INCREASED9,3327,110+2,222+31%$548.3K$671.4K+$123.2K2026-10-20
LAM Group, Inc.
UNCHANGED9,2509,25000%$713.3K$665.5K-$47.7K2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED9,2089,20800%$710.0K$662.5K-$47.5K2026-10-22
Powerhouse Assets LLC
INCREASED9,1989,196+2+0%$709.1K$661.8K-$47.3K2026-10-19
Pearl Planning LLC
DECREASED9,1919,423-232-2%$726.6K$661.3K-$65.3K2026-10-13
Horizons Wealth Management
NEW9,170—+9,170——$659.8K—2026-10-05
Syntegra Private Wealth Group, LLC
INCREASED9,1468,661+485+6%$667.9K$658.1K-$9.8K2026-10-13
Copper Harbor Investment Advisors, LLC
DECREASED9,1409,773-633-6%$753.6K$657.6K-$96.0K2026-10-16
McLean Asset Management Corp
INCREASED9,1269,125+1+0%$686.8K$654.1K-$32.7K2026-11-06
Melone Private Wealth, LLC
INCREASED9,1138,451+662+8%$651.6K$655.7K+$4.0K2026-10-16
TME Financial, Inc.
INCREASED9,0919,065+26+0%$699.0K$654.1K-$44.9K2026-10-14
Tenet Wealth Partners, LLC
DECREASED9,0779,078-10%$689.9K$653.1K-$36.8K2026-10-19
Mission Financial Group, LLC
INCREASED9,0556,424+2,631+41%$495.4K$651.5K+$156.2K2026-10-21
Lazard Freres Gestion S.A.S.
UNCHANGED9,0509,05000%$697.0K$651.0K-$46.0K2026-11-03
Canandaigua National Trust Co of Florida
NEW9,045—+9,045——$650.8K—2026-10-07
City State Bank
INCREASED8,9658,890+75+1%$685.5K$645.0K-$40.5K2026-10-20
Sierra Summit Advisors LLC
UNCHANGED8,9508,95000%$690.1K$644.0K-$46.2K2026-10-28
Asempa Wealth Advisors
DECREASED8,9348,977-430%$692.2K$649.5K-$42.7K2026-10-07
SFG Wealth Management, Llc.
DECREASED8,8588,938-80-1%$689.2K$637.3K-$51.9K2026-10-23
Insight Advisors, LLC/ PA
DECREASED8,8509,004-154-2%$694.4K$636.7K-$57.6K2026-10-22
Ethic Inc.
INCREASED8,8327,194+1,638+23%$554.7K$635.5K+$80.7K2026-11-03
Centurion Wealth Management LLC
UNCHANGED8,8168,81600%$679.8K$634.3K-$45.5K2026-10-13
Rakuten Investment Management, Inc.
NEW8,779—+8,779——$635.3K—2026-10-30
Adirondack Trust Co
DECREASED8,7579,031-274-3%$696.4K$630.1K-$66.3K2026-10-14
Montz Harcus Wealth Management LLC
INCREASED8,7416,934+1,807+26%$534.7K$628.9K+$94.2K2026-10-09
Krilogy Financial LLC
DECREASED8,7419,724-983-10%$749.8K$639.5K-$110.3K2026-10-13
Bay Capital Advisors, LLC
DECREASED8,6449,406-762-8%$725.3K$622.0K-$103.3K2026-10-16
Hummer Financial Advisory Services Inc
INCREASED8,6258,545+80+1%$658.9K$620.6K-$38.3K2026-10-09
TMB Capital Partners, LLC
INCREASED8,5738,570+3+0%$660.9K$616.8K-$44.0K2026-10-20
BankPlus Trust Department
INCREASED8,5526,302+2,250+36%$485.9K$615.3K+$129.4K2026-11-06
My Personal CFO, LLC
INCREASED8,5457,155+1,390+19%$551.7K$614.8K+$63.1K2026-10-14
Everett Harris & Co
UNCHANGED8,5208,52000%$657.0K$613.0K-$44.0K2026-10-28
Sage Rhino Capital LLC
INCREASED8,5098,505+4+0%$655.8K$612.2K-$43.6K2026-10-28
MFG Investments, LLC
NEW8,507—+8,507——$612.1K—2026-10-30
Trek Financial, LLC
DECREASED8,4979,336-839-9%$719.9K$611.4K-$108.5K2026-10-29
Zullo Investment Group, Inc.
DECREASED8,4648,681-217-2%$669.5K$609.0K-$60.4K2026-10-20
Richardson Financial Services Inc.
DECREASED8,4639,203-740-8%$709.6K$608.9K-$100.7K2026-10-30
Code Waechter LLC
UNCHANGED8,4558,45500%$652.0K$608.3K-$43.6K2026-10-23
Acorn Wealth Advisors, LLC
INCREASED8,4517,305+1,146+16%$563.3K$608.1K+$44.8K2026-10-19
DB&C Advisors, LLC
DECREASED8,4398,575-136-2%$661.2K$607.2K-$54.1K2026-10-26
Insight Inv LLC
UNCHANGED8,4158,41500%$648.9K$605.5K-$43.4K2026-10-27
First Community Trust NA
INCREASED8,411121+8,290+6851%$9.3K$605.2K+$595.8K2026-10-07
Ellsworth Advisors, LLC
INCREASED8,4104,441+3,969+89%$335.9K$605.1K+$269.2K2026-10-15
Epiq Partners, LLC
INCREASED8,4077,873+534+7%$607.1K$604.9K-$2.2K2026-10-07
Northstar Asset Management Co
DECREASED8,4008,500-100-1%$644.0K$616.5K-$27.6K2026-10-22
JGP Wealth Management, LLC
INCREASED8,3758,049+326+4%$620.7K$602.6K-$18.1K2026-10-13
Grant Street Asset Management, Inc.
INCREASED8,3748,094+280+3%$624.1K$602.5K-$21.6K2026-10-26
Radnor Capital Management, LLC
INCREASED8,3637,884+479+6%$607.9K$601.7K-$6.2K2026-10-23
Gilman Hill Asset Management, LLC
UNCHANGED8,3508,35000%$643.9K$600.8K-$43.1K2026-10-13
Avion Wealth
INCREASED8,3027,265+1,037+14%$560.0K$597.0K+$37.0K2026-11-04
Uniting Wealth Partners, LLC
INCREASED8,2925,067+3,225+64%$390.7K$596.6K+$205.9K2026-11-06
Colorado Capital Management, Inc.
DECREASED8,1908,791-601-7%$678$589-$892026-10-15
NWF Advisory Services Inc.
DECREASED8,1848,268-84-1%$637.5K$588.9K-$48.7K2026-10-19
Financial Futures Ltd Liability Co.
DECREASED8,1638,432-269-3%$650.2K$587.3K-$62.9K2026-10-13
Melfa Wealth Management, Inc.
INCREASED8,1108,021+89+1%$618.5K$583.5K-$35.0K2026-11-06
Aspen Wealth Management LLC
INCREASED8,1093,352+4,757+142%$258.5K$583.5K+$325.0K2026-10-14
Andrews Advisory Associates, LLC
UNCHANGED8,0958,09500%$624.2K$582.4K-$41.8K2026-10-15
William Howard & Co Financial Advisors Inc
INCREASED8,0548,044+10+0%$620.3K$579.5K-$40.8K2026-11-04
Wealth Quarterback LLC
INCREASED8,0407,785+255+3%$600.3K$578.5K-$21.8K2026-10-20
Lewis Asset Management, LLC
INCREASED8,0267,922+104+1%$610.8K$577.5K-$33.4K2026-10-14
Oak Barrel Wealth Advisory LLC
INCREASED8,0137,779+234+3%$599.9K$576.5K-$23.3K2026-11-05
Augustine Asset Management Inc
UNCHANGED8,0108,01000%$617.7K$576.3K-$41.3K2026-10-13
Peachtree Investment Partners, LLC
DECREASED8,0038,757-754-9%$675.3K$575.8K-$99.5K2026-11-05
CLG LLC
DECREASED7,98810,768-2,780-26%$830.3K$574.7K-$255.6K2026-10-13
Private Wealth Partners, LLC
INCREASED7,9856,860+1,125+16%$529.0K$574.5K+$45.5K2026-10-22
Ameliora Wealth Management Ltd.
UNCHANGED7,9827,98200%$615.5K$574.3K-$41.2K2026-10-23
Martin Capital Advisors, LLP
UNCHANGED7,9757,97500%$615.0K$573.8K-$41.2K2026-10-15
Morton Capital Management LLC
DECREASED7,9548,819-865-10%$680.0K$572.3K-$107.8K2026-10-23
True Link Financial Advisors, LLC
DECREASED7,9188,125-207-3%$626.5K$569.7K-$56.8K2026-10-27
Mitchell Capital Management Co
DECREASED7,9178,067-150-2%$622.0K$569.6K-$52.4K2026-10-29
Twelve Points Wealth Management LLC
DECREASED7,9119,778-1,867-19%$753.9K$580.1K-$173.9K2026-11-03
WealthPlan Investment Management, LLC
INCREASED7,9087,902+6+0%$609.3K$569.0K-$40.4K2026-10-15
Jamison Private Wealth Management, Inc.
INCREASED7,8367,383+453+6%$569.3K$563.8K-$5.6K2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED7,8287,980-152-2%$615.3K$563.2K-$52.1K2026-10-21
ARS Investment Partners, LLC
INCREASED7,7807,000+780+11%$539.8K$559.8K+$20.0K2026-11-05
Global Strategic Investment Solutions, LLC
INCREASED7,7777,455+322+4%$574.9K$559.5K-$15.3K2026-10-16
Sterling Investment Advisors, Ltd.
DECREASED7,7558,755-1,000-11%$675.1K$558.0K-$117.1K2026-10-27
Client 1ST Advisory Group, LLC
DECREASED7,7517,776-250%$599.6K$557.7K-$41.9K2026-10-19
Piedmont Capital Management, LLC
UNCHANGED7,7507,75000%$597.6K$557.6K-$40.0K2026-10-21
Global Financial Private Client, LLC
UNCHANGED7,7497,74900%$597.5K$557.5K-$40.0K2026-10-15
Mcrae Capital Management Inc
INCREASED7,7457,370+375+5%$568.3K$557.3K-$11.0K2026-10-15
Oakwell Private Wealth Management, LLC
INCREASED7,7447,729+15+0%$596.0K$557.2K-$38.8K2026-11-06
Pacifica Partners Inc.
INCREASED7,7417,614+127+2%$579.3K$562.8K-$16.5K2026-10-09
Live Oak Private Wealth LLC
INCREASED7,7017,656+45+1%$590.4K$554.1K-$36.3K2026-11-02
Relyea Zuckerberg Hanson LLC
UNCHANGED7,6597,65900%$590.6K$551.1K-$39.5K2026-10-20
Summit Global Investments
DECREASED7,5507,564-140%$583.0K$543-$582.5K2026-10-28
Hohimer Wealth Management, LLC
INCREASED7,5407,524+16+0%$580.2K$542.5K-$37.7K2026-11-04
Seven Mile Advisory
UNCHANGED7,5407,54000%$581.4K$542.5K-$38.9K2026-10-22
Welch Group, LLC
INCREASED7,5255,543+1,982+36%$427.4K$541.4K+$114.0K2026-10-29
Somerset Trust Co
DECREASED7,5208,280-760-9%$638.5K$541.1K-$97.4K2026-10-13
SP Asset Management LLC
INCREASED7,5167,508+8+0%$579.0K$540.8K-$38.2K2026-11-05
Prosperity Planning, Inc.
UNCHANGED7,4867,48600%$577.2K$538.6K-$38.6K2026-10-09
Liberty Capital Management, Inc.
UNCHANGED7,4797,47900%$576.7K$538.1K-$38.6K2026-11-02
Serenity Investment Advisors
INCREASED7,4577,451+6+0%$569.0K$536.6K-$32.5K2026-10-30
Nixon Peabody Trust Co
DECREASED7,4567,526-70-1%$580.3K$536.5K-$43.9K2026-10-23
Bill Few Associates, Inc.
INCREASED7,4217,406+15+0%$571.0K$533.9K-$37.1K2026-10-09
Essential Investment Partners LLC
INCREASED7,3407,000+340+5%$539.8K$528.1K-$11.7K2026-10-27
Cutler Investment Counsel LLC
DECREASED7,3188,458-1,140-13%$652.2K$526.5K-$125.7K2026-10-28
Keeler Thomas Management LLC
NEW7,294—+7,294——$524.8K—2026-10-29
Lawood & Co
UNCHANGED7,2787,27800%$561.2K$523.7K-$37.6K2026-10-09
Dynamic Financial Group
INCREASED7,2727,271+1+0%$560.7K$523.2K-$37.5K2026-10-28
WealthCare Investment Partners, LLC
DECREASED7,2597,287-280%$561.9K$522.3K-$39.7K2026-11-05
Thompson Siegel & Walmsley LLC
INCREASED7,2267,027+199+3%$542.0K$520.0K-$22.0K2026-11-05
Analyst IMS Investment Management Services Ltd.
UNCHANGED7,2007,20000%$555.0K$518.0K-$37.0K2026-11-05
Legacy Wealth Partners, LLC
DECREASED7,1838,057-874-11%$621.3K$516.8K-$104.5K2026-10-15
Financial Perspectives, Inc
DECREASED7,1747,194-200%$554.7K$516.2K-$38.5K2026-11-03
DDD Partners, LLC
DECREASED7,1578,665-1,508-17%$668.2K$514.9K-$153.2K2026-11-02
Greenhouse Wealth Management, LLC
INCREASED7,1457,124+21+0%$549.2K$514.3K-$34.9K2026-10-20
Arwa LLC
DECREASED7,1217,527-406-5%$572.0K$521.7K-$50.3K2026-10-21
Southland Equity Partners LLC
DECREASED7,1017,230-129-2%$557.5K$510.9K-$46.6K2026-10-14
Platform Technology Partners
DECREASED7,0997,572-473-6%$583.9K$510.8K-$73.2K2026-11-02
Downshift Financial, LLC
INCREASED7,0787,074+4+0%$545.5K$509.3K-$36.2K2026-10-13
Aries Wealth Management
UNCHANGED7,0717,07100%$545.2K$508.8K-$36.5K2026-10-23
Capital Planning LLC
UNCHANGED7,0677,06700%$544.9K$508.5K-$36.5K2026-10-09
Norden Group LLC
DECREASED7,0607,229-169-2%$557.4K$508.0K-$49.4K2026-10-20
Aurora Private Wealth, Inc.
DECREASED7,0417,075-340%$546.0K$507-$545.5K2026-10-20
Prairie Advisory, LLC
INCREASED7,0383,515+3,523+100%$271.0K$506.4K+$235.3K2026-10-19
Rydar Equities, Inc.
INCREASED7,0217,002+19+0%$529.7K$510.9K-$18.9K2026-10-13
Staley Capital Advisers Inc
UNCHANGED7,0207,02000%$541.3K$505.1K-$36.2K2026-11-06
Meridian Financial Partners LLC
INCREASED7,0176,468+549+8%$489.2K$512.5K+$23.3K2026-10-23
Cambiar Investors LLC
DECREASED7,01439,761-32,747-82%$3.1M$504.7K-$2.6M2026-11-04
J.Safra Asset Management Corp
UNCHANGED7,0067,00600%$540.2K$504.1K-$36.2K2026-11-03
Collar Capital Management, LLC
UNCHANGED7,0007,00000%$539.8K$503.7K-$36.1K2026-10-28
180 Wealth Advisors, LLC
DECREASED6,9907,049-59-1%$543.6K$502.9K-$40.6K2026-11-03
Equita Financial Network, Inc.
INCREASED6,9496,438+511+8%$496.4K$500.0K+$3.6K2026-10-19
BOS Asset Management, LLC
UNCHANGED6,9436,94300%$535.4K$499.6K-$35.8K2026-10-09
Silver Grove Financial Group, Inc.
DECREASED6,91110,214-3,303-32%$787.6K$497.3K-$290.3K2026-11-05
Partners Wealth Management, LLC
NEW6,910—+6,910——$497.2K—2026-10-28
Center For Asset Management LLC
INCREASED6,8956,735+160+2%$519.3K$496.1K-$23.2K2026-10-16
Steinberganna Wealth Management
INCREASED6,8886,877+11+0%$530.3K$495.6K-$34.6K2026-10-23
Intelligence Driven Advisers, LLC
DECREASED6,8808,775-1,895-22%$676.6K$495.0K-$181.6K2026-10-09
Stash Investments, LLC
INCREASED6,8702,822+4,048+143%$217.6K$494.3K+$276.7K2026-10-26
Ti-Trust, Inc
UNCHANGED6,8606,86000%$529.0K$493.6K-$35.4K2026-10-21
Sawgrass Asset Management LLC
UNCHANGED6,8386,83800%$527.3K$492.0K-$35.3K2026-11-03
Axim Planning & Wealth
DECREASED6,8357,247-412-6%$558.8K$491.8K-$67.0K2026-10-28
Hollow Brook Wealth Management LLC
UNCHANGED6,8156,81500%$525.5K$490.3K-$35.2K2026-10-29
Global Wealth Strategies & Associates
DECREASED6,8007,147-347-5%$551.1K$489.3K-$61.8K2026-10-02
Wealthcare Capital Management LLC
DECREASED6,7796,834-55-1%$527.0K$487.7K-$39.3K2026-10-21
Breachway Investments LLC
UNCHANGED6,7396,73900%$519.6K$484.9K-$34.8K2026-10-19
Defined Wealth Management, LLC
DECREASED6,7376,757-200%$521.0K$484.7K-$36.3K2026-10-19
Reflection Asset Management
UNCHANGED6,7176,71700%$517.9K$483.3K-$34.7K2026-10-28
Natural Investments, LLC
INCREASED6,6844,695+1,989+42%$362.0K$480.9K+$118.9K2026-11-06
J.P. Marvel Investment Advisors, LLC
UNCHANGED6,6706,67000%$514.3K$479.9K-$34.4K2026-11-02
HighRoad Wealth Advisors, LLC
DECREASED6,6596,758-99-1%$521.1K$479.1K-$42.0K2026-10-14
Fiduciary Financial Group, LLC
DECREASED6,6566,920-264-4%$533.6K$478.9K-$54.7K2026-10-13
Financial Planning Hawaii, Inc.
UNCHANGED6,6136,61300%$510.0K$475.8K-$34.1K2026-10-13
Liberty Atlantic Advisors LLC
INCREASED6,5995,786+813+14%$446.2K$474.8K+$28.7K2026-10-14
August Group Capital Ltd
INCREASED6,5696,549+20+0%$505.0K$472.7K-$32.3K2026-10-14
Asset One Wealth Management LLC
INCREASED6,5494,159+2,390+57%$314.5K$471.2K+$156.7K2026-11-02
CFM Wealth Partners LLC
INCREASED6,5236,496+27+0%$500.9K$469.3K-$31.6K2026-11-05
Kings Path Partners LLC
DECREASED6,5236,524-10%$503.1K$469.3K-$33.7K2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
INCREASED6,5106,300+210+3%$485.8K$468.4K-$17.4K2026-10-28
Saxon Interests, Inc.
DECREASED6,50522,062-15,557-71%$1.7M$468.1K-$1.2M2026-10-26
Wlth Capital Management, LLC
DECREASED6,49991,757-85,258-93%$7.1M$467.6K-$6.6M2026-10-20
Next Level Wealth Planning, LLC
INCREASED6,4866,331+155+2%$488.2K$466.6K-$21.5K2026-10-29
Successful Portfolios LLC
INCREASED6,4746,473+1+0%$489.9K$476.7K-$13.2K2026-10-09
McAdam, LLC
INCREASED6,4736,218+255+4%$479.5K$465.7K-$13.7K2026-10-21
Collaborative Wealth Managment Inc.
INCREASED6,4256,135+290+5%$473.1K$462.3K-$10.8K2026-11-06
Marble Harbor Investment Counsel, LLC
UNCHANGED6,3356,33500%$488.5K$455.8K-$32.7K2026-11-06
GR Financial Group, LLC
INCREASED6,3263,964+2,362+60%$305.7K$455.2K+$149.5K2026-10-27
Owl Creek Wealth Partners LLC
INCREASED6,3246,184+140+2%$476.9K$455.0K-$21.8K2026-10-20
Evansbrook LLC
INCREASED6,3105,255+1,055+20%$405.2K$454.0K+$48.8K2026-10-16
marrick wealth, LLC
UNCHANGED6,2976,29700%$485.6K$453.1K-$32.5K2026-10-20
Brooklyn FI, LLC
INCREASED6,2925,739+553+10%$434.4K$469.3K+$34.9K2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED6,2776,926-649-9%$534.1K$451.6K-$82.4K2026-11-02
Ashford Advisors, LLC
UNCHANGED6,2506,25000%$481.9K$449.7K-$32.3K2026-11-02
Mystic Asset Management, Inc.
UNCHANGED6,2456,24500%$481.6K$449.3K-$32.2K2026-10-15
Johnson Bixby & Associates, LLC
INCREASED6,2416,237+4+0%$480.9K$449.1K-$31.9K2026-10-14
Latitude Advisors, LLC
INCREASED6,1886,160+28+0%$475.0K$445.2K-$29.8K2026-10-27
Xponance LLC
INCREASED6,1815,944+237+4%$458.3K$444.7K-$13.6K2026-11-03
Integrity Wealth Partners, LLC
NEW6,175—+6,175——$444.3K—2026-10-14
Acorn Financial Advisory Services Inc
UNCHANGED6,1716,17100%$475.8K$444.0K-$31.8K2026-11-02
Prodigy Asset Management LLC
UNCHANGED6,1616,16100%$475.1K$443.3K-$31.8K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6,11015,698-9,588-61%$1.2M$439.6K-$770.8K2026-10-14
Equity Wealth Partners, LLC
INCREASED6,1084,126+1,982+48%$318.1K$439.4K+$121.3K2026-10-26
ADE, LLC
INCREASED6,0886,084+4+0%$469.1K$438.1K-$31.1K2026-10-29
Focused Alpha, LLC
INCREASED6,0695,885+184+3%$453.8K$436.6K-$17.1K2026-10-20
Mitchell Sinkler & Starr
INCREASED6,0495,510+539+10%$424.9K$435.2K+$10.4K2026-10-13
Shade Tree Advisors LLC
NEW6,000—+6,000——$431.7K—2026-10-22
J. L. Bainbridge & Co., Inc.
DECREASED5,9896,134-145-2%$473.0K$430.9K-$42.1K2026-10-20
Roman Butler Fullerton & Co
INCREASED5,9855,078+907+18%$382.1K$433.2K+$51.2K2026-10-27
Partners in Financial Planning
INCREASED5,9785,648+330+6%$435.5K$430.1K-$5.4K2026-11-06
Gilbert Capital Group, Inc.
UNCHANGED5,9755,97500%$460.7K$429.9K-$30.8K2026-10-28
Forum Financial Management, LP
INCREASED5,9594,464+1,495+33%$344.2K$428.8K+$84.5K2026-10-16
Cassilly Financial Group LLC
INCREASED5,9564,675+1,281+27%$360.5K$428.6K+$68.1K2026-10-07
Sunburst Financial Group, LLC
DECREASED5,9175,955-38-1%$459.2K$425.7K-$33.5K2026-10-09
Level Wealth Management LLC
INCREASED5,9145,808+106+2%$447.9K$425.5K-$22.3K2026-10-23
Values Added Financial LLC
UNCHANGED5,9115,91100%$455.8K$425.3K-$30.5K2026-10-28
Smith Chas P & Associates PA Cpas
INCREASED5,8955,685+210+4%$438.4K$426.5K-$11.9K2026-10-22
First Bancorp, Inc
DECREASED5,8026,580-778-12%$507.4K$417.5K-$89.9K2026-10-26
Wealthstar Advisors, LLC
INCREASED5,7764,242+1,534+36%$327.1K$415.6K+$88.5K2026-10-19
Signal Advisors Wealth, LLC
INCREASED5,7565,178+578+11%$399.3K$414.1K+$14.8K2026-10-13
Boston Trust Walden Corp
UNCHANGED5,7545,75400%$443.7K$414.0K-$29.7K2026-10-30
Legacy Edge Advisors, LLC
DECREASED5,7465,887-141-2%$453.9K$413.4K-$40.5K2026-11-06
John W. Brooker & Co., CPAs
INCREASED5,7295,603+126+2%$432.0K$412.2K-$19.9K2026-10-21
Chilton Capital Management LLC
UNCHANGED5,7075,70700%$440.1K$410.6K-$29.4K2026-10-28
Cherrydale Wealth Management, LLC
INCREASED5,7045,687+17+0%$438.5K$411.8K-$26.7K2026-10-20
Abacus Planning Group, Inc.
UNCHANGED5,7005,70000%$439.5K$410.1K-$29.4K2026-11-02
TrueWealth Advisors, LLC
INCREASED5,6974,705+992+21%$362.8K$409.9K+$47.1K2026-10-09
FWG Investments, Llc.
DECREASED5,6935,739-46-1%$442.5K$409.6K-$32.9K2026-11-03
Chicago Capital, LLC
UNCHANGED5,6835,68300%$438.2K$408.9K-$29.3K2026-10-13
ARS Wealth Advisors Group, LLC
UNCHANGED5,6635,66300%$436.7K$407.5K-$29.2K2026-10-16
Bellecapital International Ltd.
UNCHANGED5,6505,65000%$435.7K$406.5K-$29.2K2026-10-21
W Advisors, LLC
UNCHANGED5,6475,64700%$435.4K$406.3K-$29.1K2026-11-02
Postrock Partners LLC
INCREASED5,6443,382+2,262+67%$260.8K$406.1K+$145.3K2026-11-02
Main Street Group, LTD
INCREASED5,6375,609+28+1%$432.5K$405.6K-$27.0K2026-10-28
Absolute Capital Management, LLC
INCREASED5,6325,006+626+13%$386.1K$405.2K+$19.1K2026-10-16
Selective Wealth Management, Inc.
DECREASED5,6275,659-32-1%$427.5K$411.0K-$16.5K2026-10-16
Redwood Family Wealth LLC
INCREASED5,6135,478+135+2%$422.5K$403.9K-$18.6K2026-10-20
McNaughton Wealth Management, LLC
UNCHANGED5,6005,60000%$431.8K$402.9K-$28.9K2026-10-09
Independence Bank of Kentucky
UNCHANGED5,5825,58200%$430.4K$401.6K-$28.8K2026-10-26
Range Financial Group LLC
INCREASED5,5665,565+1+0%$429.2K$400.4K-$28.7K2026-10-21
Altiora Financial Group, LLC
UNCHANGED5,5495,54900%$427.8K$399.2K-$28.6K2026-11-04
Petersen Hastings Wealth Advisors Inc.
UNCHANGED5,5325,53200%$426.6K$398.0K-$28.5K2026-10-27
James J. Burns & Company, LLC
INCREASED5,5315,077+454+9%$391.5K$398.0K+$6.5K2026-10-22
Van Cleef Asset Management,Inc
UNCHANGED5,5285,52800%$426.3K$397.7K-$28.5K2026-10-20
Matrix Asset Advisors Inc
UNCHANGED5,4725,47200%$421.9K$393.7K-$28.2K2026-10-13
Summit Wealth Group LLC / Co
DECREASED5,4655,501-36-1%$424.2K$393.2K-$31.0K2026-10-29
Willow Creek Capital Management, Inc.
UNCHANGED5,4625,46200%$421.2K$421.2K$02026-10-16
Gradient Capital Advisors, LLC
UNCHANGED5,4605,46000%$421.0K$392.8K-$28.2K2026-10-21
Midwest Financial Partners Investments, Inc.
INCREASED5,3794,883+496+10%$376.5K$387.0K+$10.5K2026-10-08
Drum Hill Capital, LLC
UNCHANGED5,3755,37500%$414.5K$386.7K-$27.7K2026-10-20
WoodTrust Financial Corp
NEW5,353—+5,353——$385—2026-10-09
Fingerlakes Wealth Management, Inc.
INCREASED5,3305,321+9+0%$410.3K$383.5K-$26.7K2026-11-04
Bull Street Advisors, LLC
UNCHANGED5,3255,32500%$411.0K$383-$410.6K2026-10-20
SkyOak Wealth, LLC
UNCHANGED5,3255,32500%$410.6K$383.1K-$27.5K2026-10-28
RVW Wealth, LLC
UNCHANGED5,3155,31500%$409.9K$382.4K-$27.4K2026-10-06
Grandfield & Dodd, LLC
UNCHANGED5,3005,30000%$408.8K$381.4K-$27.4K2026-10-29
Heartwood Wealth Advisors LLC
UNCHANGED5,2935,29300%$408.1K$380.8K-$27.3K2026-10-05
Chemung Canal Trust Co
NEW5,289—+5,289——$380.5K—2026-11-04
PUREfi Wealth, LLC
DECREASED5,2845,496-212-4%$423.8K$380.2K-$43.6K2026-10-19
Vista Investment Partners II, LLC
DECREASED5,2515,462-211-4%$421.2K$377.8K-$43.4K2026-10-15
TCI Wealth Advisors, Inc.
DECREASED5,2448,426-3,182-38%$649.7K$377.3K-$272.4K2026-10-30
Mutual of America Capital Management LLC
DECREASED5,2385,998-760-13%$462.5K$376.9K-$85.6K2026-10-23
Everhart Financial Group, Inc.
DECREASED5,2376,402-1,165-18%$493.7K$376.8K-$116.9K2026-10-08
Visionary Wealth Advisors
DECREASED5,2317,711-2,480-32%$594.6K$376.4K-$218.2K2026-11-04
Presilium Private Wealth, LLC
DECREASED5,2315,333-102-2%$411.2K$376.4K-$34.9K2026-10-26
Secure Asset Management, LLC
INCREASED5,1814,680+501+11%$360.9K$372.7K+$11.9K2026-10-19
Fermata Advisors, LLC
DECREASED5,1366,299-1,163-18%$485.7K$369.5K-$116.2K2026-10-13
Cornerstone Wealth, LLC
DECREASED5,1256,125-1,000-16%$463.2K$370.9K-$92.3K2026-10-28
IAG Wealth Partners, LLC
DECREASED5,0885,445-357-7%$419.9K$366.1K-$53.8K2026-11-06
Creative Capital Management Investments LLC
INCREASED5,0804,778+302+6%$368.4K$365.5K-$2.9K2026-10-28
Penobscot Investment Management Company, Inc.
UNCHANGED5,0655,06500%$390.6K$364.4K-$26.1K2026-10-26
Altfest L J & Co Inc
DECREASED5,0585,178-120-2%$399.3K$363.9K-$35.3K2026-10-27
Tucker Asset Management LLC
INCREASED5,0561,166+3,890+334%$89.9K$363.8K+$273.9K2026-10-29
SeaCrest Wealth Management, LLC
DECREASED5,0565,110-54-1%$394.0K$363.8K-$30.2K2026-10-21
Clearwave Capital, LLC
INCREASED5,0415,039+2+0%$388.5K$362.7K-$25.8K2026-10-27
LaFleur & Godfrey LLC
NEW5,030—+5,030——$361.9K—2026-10-27
EdgeRock Capital LLC
UNCHANGED5,0175,01700%$386.9K$361.0K-$25.9K2026-11-03
Colonial River Investments, LLC
INCREASED4,9804,032+948+24%$310.9K$358.3K+$47.4K2026-10-19
Advisor OS, LLC
DECREASED4,9796,402-1,423-22%$493.6K$358.2K-$135.4K2026-11-03
SJS Investment Consulting Inc.
INCREASED4,9734,937+36+1%$380.7K$357.8K-$22.9K2026-10-26
Financial Synergies Wealth Advisors, Inc.
DECREASED4,9625,095-133-3%$392.9K$357.0K-$35.9K2026-10-16
Hidden Cove Wealth Management, LLC
DECREASED4,9504,992-42-1%$384.9K$356.2K-$28.8K2026-10-19
Northbridge Financial Group, LLC
DECREASED4,9465,124-178-3%$395.1K$366.0K-$29.1K2026-11-05
Charis Legacy Partners, LLC
DECREASED4,9455,460-515-9%$421.0K$355.8K-$65.2K2026-10-22
World Equity Group, Inc.
DECREASED4,9356,080-1,145-19%$468.8K$355.0K-$113.7K2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED4,9354,93500%$380.5K$355.1K-$25.5K2026-10-23
Financial Guidance Group, Inc.
DECREASED4,9255,425-500-9%$418.3K$354.4K-$64.0K2026-10-21
Compass Financial Management LLC
DECREASED4,9085,008-100-2%$386.2K$353.1K-$33.1K2026-10-30
Americana Partners, LLC
DECREASED4,8954,925-30-1%$379.8K$352.2K-$27.6K2026-10-28
Register Financial Advisors LLC
INCREASED4,8934,845+48+1%$373.6K$352.0K-$21.6K2026-10-23
Alpha Omega Wealth Management LLC
INCREASED4,8763,896+980+25%$300.4K$350.8K+$50.4K2026-10-23
Geneva Partners, LLC
INCREASED4,8544,841+13+0%$372.3K$349.2K-$23.0K2026-10-26
Gratus Wealth Advisors, LLC
INCREASED4,8514,821+30+1%$371.7K$349.0K-$22.7K2026-10-26
Dumont & Blake Investment Advisors LLC
INCREASED4,8504,718+132+3%$363.8K$348.9K-$14.8K2026-10-28
Obermeyer Wealth Partners
UNCHANGED4,8494,84900%$373.9K$348.9K-$25.0K2026-10-21
LEE Danner & Bass Inc
UNCHANGED4,8314,83100%$372.5K$347.6K-$24.9K2026-10-27
West Wealth Group, LLC
INCREASED4,7464,509+237+5%$347.7K$341.5K-$6.3K2026-10-14
Silverlake Wealth Management LLC
DECREASED4,7415,016-275-5%$386.8K$341.1K-$45.7K2026-10-21
Whitaker-Myers Wealth Managers, Ltd.
DECREASED4,7395,236-497-9%$403.7K$341.0K-$62.7K2026-10-09
Milestone Asset Management Group, LLC
INCREASED4,7143,066+1,648+54%$236.4K$339.2K+$102.8K2026-10-20
Summit Asset Management, LLC
DECREASED4,6714,837-166-3%$373.0K$336.0K-$36.9K2026-11-05
KFG LLC
NEW4,657—+4,657——$335.1K—2026-11-02
Birchwood Financial Partners, Inc.
DECREASED4,6244,659-35-1%$359.2K$332.7K-$26.6K2026-11-02
Northeast Investment Management
DECREASED4,6124,984-372-7%$384.3K$331.8K-$52.5K2026-10-30
Obsidian CIO, LLC
DECREASED4,5864,604-180%$355.0K$330.0K-$25.0K2026-11-05
Charles Schwab Trust Co
INCREASED4,5823,182+1,400+44%$245.4K$329.7K+$84.3K2026-10-15
Sentry LLC
UNCHANGED4,5754,57500%$352.8K$329.2K-$23.6K2026-10-30
Granite Investment Partners, LLC
UNCHANGED4,5554,55500%$351.2K$327.7K-$23.5K2026-11-04
Nabity-Jensen Investment Management Inc
UNCHANGED4,5254,52500%$348.9K$325.6K-$23.3K2026-10-23
Commonwealth Retirement Investments LLC
UNCHANGED4,5134,51300%$348.0K$324.7K-$23.3K2026-10-26
Trust Co of the South
UNCHANGED4,5134,51300%$348.0K$324.7K-$23.3K2026-10-21
Annex Advisory Services, LLC
INCREASED4,4524,181+271+6%$322.4K$320.3K-$2.1K2026-10-16
Brick & Kyle, Associates
UNCHANGED4,4504,45000%$300.5K$320.2K+$19.7K2026-11-05
Approach Retirement Advisors, LLC
INCREASED4,3904,000+390+10%$308.4K$315.9K+$7.4K2026-10-22
Atwood & Palmer Inc
UNCHANGED4,3804,38000%$337.7K$315.1K-$22.6K2026-10-08
Fiduciary Alliance LLC
DECREASED4,3776,003-1,626-27%$462.9K$314.9K-$148.0K2026-10-13
Cynosure Group, LLC
UNCHANGED4,3734,37300%$337.2K$314.6K-$22.6K2026-11-03
Madden Securities Corp
UNCHANGED4,3724,37200%$337.1K$314.6K-$22.6K2026-10-27
King Luther Capital Management Corp
UNCHANGED4,3704,37000%$337.0K$314.4K-$22.5K2026-11-05
Hanson & Doremus Investment Management
UNCHANGED4,3704,37000%$337.0K$314-$336.7K2026-10-16
Curran Financial Partners, LLC
DECREASED4,3664,687-321-7%$361.4K$314.1K-$47.3K2026-11-04
Mainstream Capital Management LLC
DECREASED4,3575,668-1,311-23%$437.1K$313.5K-$123.6K2026-10-23
Avaii Wealth Management, LLC
DECREASED4,3434,443-100-2%$342.6K$318.7K-$23.9K2026-10-09
Auour Investments LLC
UNCHANGED4,3054,30500%$332.0K$309.7K-$22.2K2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED4,2744,129+145+4%$318.4K$307.5K-$10.9K2026-10-16
Lexington Hill Partners, LLC
INCREASED4,2644,251+13+0%$327.8K$306.8K-$21.0K2026-10-13
Dala Group, LLC
INCREASED4,2533,924+329+8%$302.6K$306.0K+$3.4K2026-10-29
GSG Advisors LLC
INCREASED4,2474,236+11+0%$326.6K$305.6K-$21.1K2026-11-03
Princeton Capital Management LLC
UNCHANGED4,2404,24000%$326.9K$305.1K-$21.9K2026-10-27
Chris Bulman Inc
UNCHANGED4,2384,23800%$326.8K$304.9K-$21.9K2026-10-20
Bell Bank
DECREASED4,2364,598-362-8%$354.6K$304.8K-$49.8K2026-10-21
Integral Investment Advisors, Inc.
UNCHANGED4,2304,23000%$326.2K$304.3K-$21.8K2026-11-03
Wealth Architects, LLC
INCREASED4,2233,340+883+26%$257.6K$303.9K+$46.3K2026-11-03
RED Lighthouse Investment Management, LLC
UNCHANGED4,1904,19000%$323.1K$301.5K-$21.6K2026-11-02
Private Client Services, LLC
DECREASED4,1884,840-652-13%$373.2K$301.3K-$71.9K2026-10-02
Sentinel Pension Advisors, LLC
NEW4,180—+4,180——$300.7K—2026-11-02
Foundation Wealth Management, Llc\pa
UNCHANGED4,1754,17500%$321.9K$300.4K-$21.5K2026-10-14
E6 Portfolios, LLC
DECREASED4,1694,618-449-10%$356.1K$300.0K-$56.1K2026-10-26
WestHill Financial Advisors, Inc.
DECREASED4,1344,200-66-2%$323.9K$297.5K-$26.4K2026-10-14
Manchester Capital Management LLC
INCREASED4,1282,265+1,863+82%$174.7K$297.0K+$122.4K2026-10-22
Archer Investment Corp
DECREASED4,1174,632-515-11%$357.2K$296.2K-$61.0K2026-11-05
Cordoba Advisory Partners LLC
UNCHANGED4,1054,10500%$316.5K$295.4K-$21.2K2026-10-19
Total Clarity Wealth Management, Inc.
UNCHANGED4,1024,10200%$316.3K$295.1K-$21.2K2026-10-26
Clayton Financial Group LLC
INCREASED4,0974,095+2+0%$315.7K$294.8K-$21.0K2026-10-13
Aufman Associates Inc
UNCHANGED4,0914,09100%$315.5K$294.3K-$21.1K2026-11-04
Mengis Capital Management, Inc.
INCREASED4,0824,073+9+0%$314.1K$293.7K-$20.4K2026-10-13
KFG Wealth Management, LLC
DECREASED4,0784,212-134-3%$324.8K$293.4K-$31.3K2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED4,0754,044+31+1%$311.8K$293.2K-$18.6K2026-10-30
Kachkovsky & Fisher, Inc.
NEW4,056—+4,056——$291.8K—2026-10-21
Green Ridge Wealth Planning LLC
UNCHANGED4,0504,05000%$312.3K$291.4K-$20.9K2026-10-08
Leelyn Smith, LLC
INCREASED4,0433,409+634+19%$262.9K$290.9K+$28.0K2026-11-03
LJI Wealth Management, LLC
DECREASED4,0034,021-180%$310.1K$288.0K-$22.1K2026-10-28
JIM Saulnier & Associates, LLC
UNCHANGED3,9923,99200%$307.8K$287.2K-$20.6K2026-11-04
Purewater Capital LLC
DECREASED3,9703,973-30%$306.4K$285.6K-$20.7K2026-10-23
Patrick M Sweeney & Associates, Inc
UNCHANGED3,9673,96700%$305.9K$285.4K-$20.5K2026-10-22
DiNuzzo Private Wealth, Inc.
UNCHANGED3,9653,96500%$305.7K$285.3K-$20.5K2026-10-16
Bauman Advisory Group, LLC
DECREASED3,9643,992-28-1%$307.8K$285.2K-$22.6K2026-10-29
Financial Symmetry Inc
INCREASED3,9613,597+364+10%$277.4K$285.0K+$7.6K2026-10-06
Abacus Wealth Partners, LLC
NEW3,944—+3,944——$283.8K—2026-11-03
Rodgers & Associates, LTD
UNCHANGED3,8993,89900%$300.7K$280.5K-$20.1K2026-10-20
Krane Financial Solutions LLC
DECREASED3,8644,117-253-6%$317.4K$278.0K-$39.5K2026-10-30
Washington Trust Bank
NEW3,857—+3,857——$277.5K—2026-11-03
High Probability Advisors, LLC
UNCHANGED3,8313,83100%$295.4K$275.6K-$19.8K2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED3,8303,818+12+0%$294.4K$275.6K-$18.8K2026-10-27
Trademark Financial Management, LLC
DECREASED3,8234,356-533-12%$335.9K$275.1K-$60.9K2026-10-23
Legacy Solutions, LLC
INCREASED3,7953,792+3+0%$292.4K$273.0K-$19.3K2026-10-07
City Center Advisors, LLC
INCREASED3,7783,563+215+6%$274.7K$271.8K-$2.9K2026-10-08
Envision Financial LLC
DECREASED3,7735,866-2,093-36%$452.4K$2.9M+$2.4M2026-10-15
Foguth Wealth Management, Llc.
INCREASED3,7612,818+943+33%$211.1K$272.1K+$60.9K2026-10-19
4J Wealth Management LLC
DECREASED3,7493,752-30%$289.3K$269.7K-$19.6K2026-11-02
Bluestem Financial Advisors, LLC
DECREASED3,7455,342-1,597-30%$411.9K$269.5K-$142.5K2026-10-20
3 Factor Indexing, LLC
UNCHANGED3,7453,74500%$288.8K$269.5K-$19.3K2026-10-15
Heritage Wealth Management, Inc.
INCREASED3,7423,372+370+11%$260.0K$269.3K+$9.2K2026-10-28
Gold Investment Management Ltd.
UNCHANGED3,7253,72500%$287.2K$268.1K-$19.1K2026-10-19
Woodley Farra Manion Portfolio Management Inc
INCREASED3,7223,537+185+5%$272.7K$267.8K-$4.9K2026-11-05
LFG Wealth Partners, LLC
DECREASED3,7194,277-558-13%$329.8K$267.6K-$62.2K2026-10-28
Elevated Capital Advisors, LLC
INCREASED3,7173,706+11+0%$285.7K$267.4K-$18.3K2026-11-04
Grove Street Fiduciary, LLC
UNCHANGED3,7173,71700%$286.6K$267.4K-$19.2K2026-10-13
Sutton Place Investors LLC
INCREASED3,7042,610+1,094+42%$201.3K$266.5K+$65.2K2026-10-20
SteelPeak Wealth, LLC
DECREASED3,7023,734-32-1%$288.0K$266.4K-$21.6K2026-10-16
Destiny Wealth Partners, LLC
NEW3,697—+3,697——$273.3K—2026-11-05
Global Assets Advisory, LLC
INCREASED3,6863,582+104+3%$274.9K$272.9K-$2.0K2026-10-28
Quantum Financial Partners LLC
INCREASED3,6443,639+5+0%$280.6K$262.2K-$18.5K2026-10-19
Covenant Asset Management, LLC
UNCHANGED3,6403,64000%$280.7K$261.9K-$18.8K2026-10-14
Cookson Peirce & Co Inc
NEW3,633—+3,633——$261.4K—2026-10-30
Shum Financial Group, Inc.
UNCHANGED3,6313,63100%$280.0K$261.3K-$18.7K2026-10-13
Inlet Private Wealth, LLC
UNCHANGED3,6253,62500%$279.5K$260.8K-$18.7K2026-10-21
Hazlett, Burt & Watson, Inc.
DECREASED3,6234,034-411-10%$29.3K$55.2K+$25.9K2026-11-04
Woodward Financial Advisors, Inc.
INCREASED3,6223,384+238+7%$260.9K$260.6K-$3372026-10-19
Worth Financial Advisory Group, LLC
UNCHANGED3,6203,62000%$279.1K$260.5K-$18.7K2026-10-19
Warwick Investment Management, Inc.
INCREASED3,6143,576+38+1%$275.7K$260.0K-$15.7K2026-10-19
Manske Wealth Management
UNCHANGED3,5873,58700%$276.6K$258.1K-$18.5K2026-10-26
TFB Advisors LLC
UNCHANGED3,5753,57500%$275.7K$257.2K-$18.4K2026-11-02
Penney Financial, LLC
UNCHANGED3,5753,57500%$275.7K$257.2K-$18.4K2026-10-20
First Premier Bank
DECREASED3,5693,588-19-1%$277$257-$202026-10-13
Sensible Money, LLC
INCREASED3,5333,530+3+0%$272.2K$254.2K-$18.0K2026-10-20
Compass Wealth Management LLC
UNCHANGED3,5293,52900%$272.1K$253.9K-$18.2K2026-10-22
Braun-Bostich & Associates Inc.
UNCHANGED3,5253,52500%$271.8K$253.6K-$18.2K2026-10-20
Chemistry Wealth Management LLC
UNCHANGED3,5203,52000%$271.4K$253.3K-$18.2K2026-10-16
Briggs Wealth Management, Inc
UNCHANGED3,5003,50000%$269.9K$251.8K-$18.1K2026-10-26
Adamsbrown Wealth Consultants LLC
INCREASED3,4983,492+6+0%$269.3K$251.7K-$17.6K2026-10-20
Paradigm, Strategies in Wealth Management, LLC
DECREASED3,4963,592-96-3%$277.0K$251.5K-$25.4K2026-10-16
Detalus Advisors, LLC
INCREASED3,4923,373+119+4%$260.1K$251.2K-$8.8K2026-10-15
Global Trust Asset Management, LLC
DECREASED3,4884,678-1,190-25%$360.7K$250.9K-$109.8K2026-10-19
Beacon Financial Advisory LLC
DECREASED3,4883,796-308-8%$292.7K$251.0K-$41.7K2026-10-16
Ifrah Financial Services, Inc.
INCREASED3,4843,283+201+6%$253.2K$250.7K-$2.5K2026-10-13
Strategy Asset Managers LLC
INCREASED3,4803,477+3+0%$268.1K$250.4K-$17.8K2026-10-14
Fogel Capital Management, Inc.
UNCHANGED3,4803,48000%$268.3K$250.4K-$18.0K2026-11-04
True North Advisors, LLC
DECREASED3,4663,573-107-3%$275.5K$249.4K-$26.1K2026-10-22
Stablepoint Partners, LLC
INCREASED3,4653,341+124+4%$257.6K$249.3K-$8.3K2026-11-03
Sherrill & Hutchins Financial Advisory, Inc
INCREASED3,4523,030+422+14%$233.6K$248.4K+$14.7K2026-10-14
Sidoxia Capital Management, LLC
DECREASED3,4503,936-486-12%$303.5K$248.2K-$55.3K2026-10-28
Amicus Financial Advisors, LLC
DECREASED3,4443,531-87-2%$272.2K$247.8K-$24.4K2026-11-03
Cornerstone Advisory, LLC
INCREASED3,4413,208+233+7%$247.4K$247.6K+$1712026-11-06
Unique Wealth, LLC
NEW3,432—+3,432——$247.0K—2026-10-16
Wealth Preservation Advisors, LLC
INCREASED3,4272,731+696+25%$210.6K$246.6K+$36.0K2026-11-05
Auctus Advisors LLC
UNCHANGED3,4273,42700%$264.3K$246.6K-$17.7K2026-10-23
WealthPoint Financial, LLC
DECREASED3,4213,439-18-1%$265.2K$246.1K-$19.1K2026-11-03
Capital Wealth Management, LLC
DECREASED3,4173,446-29-1%$265.8K$245.9K-$19.9K2026-10-27
Gutierrez Wealth Advisory, LLC
DECREASED3,3893,431-42-1%$264.6K$243.8K-$20.8K2026-11-02
RAM Investment Partners, LLC
NEW3,388—+3,388——$243.8K—2026-10-21
Tortuga Wealth Management, Inc
DECREASED3,3883,390-20%$261.4K$243.9K-$17.5K2026-10-27
Farmers & Merchants Trust Co of Long Beach
UNCHANGED3,3863,38600%$261.1K$243.6K-$17.5K2026-10-22
Foster Dykema Cabot & Partners, LLC
DECREASED3,3753,382-70%$260.8K$242.8K-$18.0K2026-10-30
Aull & Monroe Investment Management Corp
UNCHANGED3,3753,37500%$260.2K$242.8K-$17.4K2026-10-16
Focused Wealth Management, Inc
INCREASED3,3743,365+9+0%$259.5K$242.8K-$16.7K2026-10-30
Rosenberg Matthew Hamilton
DECREASED3,3703,385-150%$261.0K$242.5K-$18.5K2026-10-05
Tenon Financial LLC
INCREASED3,3663,360+6+0%$259.1K$242.2K-$17.0K2026-10-14
Bfsg, LLC
DECREASED3,3653,492-127-4%$269.3K$242.1K-$27.2K2026-10-30
Wealthcare Capital Partners, LLC
DECREASED3,3593,493-134-4%$269.4K$241.7K-$27.7K2026-10-21
GoalVest Advisory LLC
INCREASED3,3593,242+117+4%$250.0K$241.7K-$8.3K2026-10-02
Investors Asset Management of Georgia Inc
INCREASED3,3573,356+1+0%$258.8K$241.5K-$17.3K2026-10-20
F&V Capital Management, LLC
UNCHANGED3,3503,35000%$258.0K$241-$257.8K2026-10-19
TCP Asset Management, LLC
INCREASED3,3473,344+3+0%$257.9K$245.6K-$12.2K2026-10-14
Rise Advisors, LLC
DECREASED3,3463,951-605-15%$304.6K$240.7K-$63.9K2026-10-16
Legacy Financial Group, Inc.
DECREASED3,3433,344-10%$257.9K$240.5K-$17.4K2026-10-21
Pathway Financial Advisors LLC
INCREASED3,3223,321+1+0%$252.7K$239.0K-$13.7K2026-10-07
Warren Street Wealth Advisors, LLC
UNCHANGED3,3103,31000%$255.3K$238.2K-$17.1K2026-11-04
Lazari Capital Management, Inc.
UNCHANGED3,3063,30600%$254.9K$237.9K-$17.1K2026-10-20
Blue Zone Wealth Advisors, LLC
NEW3,292—+3,292——$236.9K—2026-10-19
Fiduciary Family Office, LLC
UNCHANGED3,2753,27500%$252.5K$235.6K-$16.9K2026-11-04
Sageworth Trust Co of South Dakota
UNCHANGED3,2733,27300%$252.4K$235.5K-$16.9K2026-10-30
James T. Borello RIA
DECREASED3,2583,375-117-3%$260.2K$234.4K-$25.8K2026-10-16
Matthew Goff Investment Advisor, LLC
UNCHANGED3,2513,25100%$250.7K$233.9K-$16.8K2026-10-13
XXI Wealth, LLC
DECREASED3,2503,354-104-3%$258.6K$233.8K-$24.8K2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED3,2473,204+43+1%$247.1K$233.6K-$13.4K2026-10-15
Echo45 Advisors LLC
NEW3,246—+3,246——$233.6K—2026-10-07
Triton Wealth Management, Pllc
INCREASED3,2443,242+2+0%$242.3K$242.7K+$3622026-11-04
GS Investments, Inc.
DECREASED3,24222,146-18,904-85%$1.7M$233.3K-$1.5M2026-11-05
55 North Private Wealth, LLC
DECREASED3,2373,276-39-1%$252.6K$232.9K-$19.7K2026-10-20
Fox Financial, Inc
UNCHANGED3,2373,23700%$249.6K$232.9K-$16.7K2026-10-29
Core Wealth Partners LLC
NEW3,235—+3,235——$232.8K—2026-11-02
Andrews, Lucia Wealth Management LLC
UNCHANGED3,2273,22700%$248.8K$232.2K-$16.7K2026-11-02
Cannon Capital Management, Inc.
DECREASED3,1933,218-25-1%$248.1K$229.7K-$18.4K2026-11-03
Woodard & Co Asset Management Group Inc
UNCHANGED3,1853,18500%$245.6K$229.2K-$16.4K2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED3,1794,354-1,175-27%$335.8K$228.7K-$107.0K2026-10-14
Cannon Financial Strategists, Inc.
INCREASED3,1652,827+338+12%$218.0K$227.7K+$9.7K2026-10-19
Accelerate Investment Advisors LLC
DECREASED3,1653,166-10%$244.1K$227.7K-$16.4K2026-11-02
Darrow Company, Inc.
DECREASED3,1563,195-39-1%$246.4K$227.1K-$19.3K2026-10-22
Heritage Investment Group, Inc.
UNCHANGED3,1563,15600%$243.4K$227.1K-$16.3K2026-11-03
Livet Wealth, LLC
UNCHANGED3,1353,13500%$241.7K$225.5K-$16.2K2026-10-27
L.K. Benson & Company, P.C.
DECREASED3,1313,169-38-1%$244.4K$225.3K-$19.1K2026-10-23
Beacon Financial Group
UNCHANGED3,1293,12900%$241.3K$225.1K-$16.1K2026-10-19
Freedom Day Solutions, LLC
UNCHANGED3,1293,12900%$241.3K$225.1K-$16.1K2026-10-20
Fortem Financial Group, LLC
NEW3,128—+3,128——$225.1K—2026-10-20
McElhenny Sheffield Capital Management, LLC
DECREASED3,1224,143-1,021-25%$319.5K$224.6K-$94.8K2026-11-06
Southern Capital Advisors, LLC
UNCHANGED3,1203,12000%$240.6K$224.5K-$16.1K2026-10-26
Fund Evaluation Group, LLC
NEW3,098—+3,098——$222.9K—2026-11-05
Wilkins Investment Counsel Inc
UNCHANGED3,0753,07500%$237.1K$221.2K-$15.9K2026-11-03
Mattern Wealth Management LLC
UNCHANGED3,0733,07300%$237.0K$221.1K-$15.9K2026-11-04
Kassira Wealth Management LLC
UNCHANGED3,0703,07000%$236.7K$220.9K-$15.8K2026-10-28
LongView Wealth Management
DECREASED3,0683,073-50%$237.0K$220.7K-$16.2K2026-10-19
Cornerstone National Bank & Trust Co
INCREASED3,050200+2,850+1425%$15.3K$221.7K+$206.4K2026-10-20
Collier Financial
DECREASED3,0483,342-294-9%$257.7K$219.3K-$38.5K2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED3,0422,980+62+2%$229.8K$218.9K-$10.9K2026-10-13
Columbia Advisory Partners LLC
UNCHANGED3,0373,03700%$234.2K$218.5K-$15.7K2026-10-15
Michael Brady & Co., LLC
UNCHANGED3,0273,02700%$233.4K$217.8K-$15.6K2026-10-23
Family Office Research LLC
DECREASED3,0253,539-514-15%$272.9K$217.7K-$55.2K2026-10-14
Phoenix Wealth Advisors
NEW3,024—+3,024——$217.6K—2026-11-03
Verum Partners LLC
DECREASED3,0153,145-130-4%$242.5K$216.9K-$25.6K2026-10-21
Riggs Asset Managment Co. Inc.
UNCHANGED3,0073,00700%$231.9K$216.4K-$15.5K2026-11-05
Shira Ridge Wealth Management
DECREASED3,0013,282-281-9%$253.1K$215.9K-$37.2K2026-10-09
Praetorian Wealth Management, Inc.
UNCHANGED2,9962,99600%$231.0K$215.6K-$15.5K2026-10-16
Cerro Pacific Wealth Advisors LLC
UNCHANGED2,9932,99300%$230.8K$215.3K-$15.4K2026-10-22
Cornerstone Planning Group LLC
DECREASED2,9823,068-86-3%$232.2K$218.9K-$13.2K2026-10-16
Farrell Financial LLC
INCREASED2,9612,955+6+0%$227.9K$213.1K-$14.8K2026-10-16
Bucket List Wealth Management, LLC
INCREASED2,9432,934+9+0%$226.2K$211.7K-$14.5K2026-10-22
Altus Wealth Group LLC
UNCHANGED2,9102,91000%$224.4K$209.4K-$15.0K2026-10-20
Balance Wealth Partners LLC
DECREASED2,9004,025-1,125-28%$310.4K$208.7K-$101.7K2026-10-27
Financial Advisory Corp
DECREASED2,8962,968-72-2%$228.8K$208.4K-$20.5K2026-10-14
Eukles Asset Management
INCREASED2,8932,786+107+4%$214.8K$208.1K-$6.7K2026-11-04
Tableaux LLC
UNCHANGED2,8932,89300%$223.1K$208.2K-$14.9K2026-10-23
InTrack Investment Management Inc
UNCHANGED2,8852,88500%$222.5K$207.6K-$14.9K2026-10-15
Shrier Wealth Management, LLC
UNCHANGED2,8852,88500%$222.5K$207.6K-$14.9K2026-10-20
RMR Capital Management, LLC
UNCHANGED2,8852,88500%$222.5K$207.6K-$14.9K2026-10-23
Clark Asset Management, LLC
DECREASED2,8834,153-1,270-31%$320.2K$207.5K-$112.7K2026-10-19
Wingate Wealth Advisors, Inc.
UNCHANGED2,8712,87100%$221.4K$206.5K-$14.8K2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED2,8602,86000%$220.5K$205.8K-$14.8K2026-10-15
Altar Rock LLC
NEW2,839—+2,839——$208.5K—2026-11-06
Sterling Wealth Management, Inc.
DECREASED2,8295,223-2,394-46%$402.7K$203.5K-$199.2K2026-10-23
RiverTree Advisors, LLC
NEW2,822—+2,822——$203.0K—2026-10-13
Frederick Financial Consultants, LLC
INCREASED2,8172,681+136+5%$206.7K$202.7K-$4.0K2026-10-29
Stewardship Concepts Financial Services LLC
UNCHANGED2,8142,81400%$217.0K$202.5K-$14.5K2026-10-06
Bridgelight Financial Advisors, Inc.
INCREASED2,8042,796+8+0%$215.6K$201.8K-$13.8K2026-10-20
Mallini Complete Financial Planning LLC
INCREASED2,8042,802+2+0%$216.1K$201.8K-$14.3K2026-10-06
Evolution Wealth Management Inc.
UNCHANGED2,8022,80200%$216.1K$201.6K-$14.5K2026-10-28
Richard P Slaughter Associates Inc
NEW2,796—+2,796——$201.2K—2026-10-13
Capital Square, LLC
DECREASED2,7882,858-70-2%$216.3K$200.7K-$15.6K2026-10-19
Heritage Family Offices, LLP
DECREASED2,7422,748-60%$211.9K$197.3K-$14.7K2026-11-02
Hurley Capital, LLC
INCREASED2,721268+2,453+915%$20.7K$195.8K+$175.1K2026-11-05
Addison Advisors LLC
INCREASED2,6922,260+432+19%$174.3K$193.7K+$19.4K2026-11-06
Torren Management, LLC
UNCHANGED2,6542,65400%$204.6K$190.9K-$13.7K2026-10-29
Community Financial Services Group, LLC
INCREASED2,5752,520+55+2%$192.6K$187.2K-$5.4K2026-10-15
Concord Wealth Partners
INCREASED2,5152,508+7+0%$193.4K$180.9K-$12.5K2026-11-02
Ashurst Perkins Coie Trust Co
UNCHANGED2,4502,45000%$188.9K$176.3K-$12.6K2026-10-15
SRH Advisors, LLC
UNCHANGED2,4102,41000%$185.8K$173.4K-$12.4K2026-10-22
Barrett & Company, Inc.
UNCHANGED2,3852,38500%$183.9K$171.6K-$12.3K2026-10-22
Acumen Wealth Advisors, LLC
INCREASED2,3762,257+119+5%$174.0K$171.0K-$3.1K2026-11-05
Spirit of America Management Corp
DECREASED2,317173,366-171,049-99%$2.3K$169.5K+$167.2K2026-10-14
Morling Financial Advisors, LLC
INCREASED2,3042,011+293+15%$155.0K$165.8K+$10.7K2026-10-28
Pillar Financial Advisors, LLC
UNCHANGED2,2852,28500%$176.2K$164.4K-$11.8K2026-10-21
Trellis Wealth Advisors LLC
NEW2,271—+2,271——$163.4K—2026-10-19
Kimelman & Baird, LLC
UNCHANGED2,2502,25000%$173.5K$161.9K-$11.6K2026-11-03
First United Bank & Trust
UNCHANGED2,2152,21500%$170.8K$159.4K-$11.4K2026-10-22
Sage Mountain Advisors LLC
UNCHANGED2,1802,18000%$168.1K$156.9K-$11.2K2026-11-02
Keystone Financial Group, Inc.
UNCHANGED2,1582,15800%$166.4K$155.2K-$11.1K2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED2,1552,15500%$166.2K$155.1K-$11.1K2026-10-22
Capital Investment Counsel, Inc
INCREASED2,1251,700+425+25%$131.1K$152.9K+$21.8K2026-10-20
Kingdom Financial Group Llc.
INCREASED2,089768+1,321+172%$59.3K$150.3K+$91.1K2026-11-04
Hara Capital LLC
UNCHANGED2,0502,05000%$158.1K$147.5K-$10.6K2026-10-30
Steph & Co
DECREASED2,0272,194-167-8%$169.2K$145.8K-$23.3K2026-10-07
DeDora Capital, Inc.
NEW2,002—+2,002——$144.0K—2026-10-26
Hughes Financial Services, LLC
UNCHANGED1,9401,94000%$149.6K$143.9K-$5.6K2026-10-30
Marquette Asset Management, LLC
DECREASED1,9192,021-102-5%$155.8K$138.1K-$17.8K2026-10-09
Horizon Financial Services, LLC
UNCHANGED1,9171,91700%$147.8K$137.9K-$9.9K2026-11-04
Hickory Point Bank & Trust
UNCHANGED1,8911,89100%$145.8K$136.1K-$9.8K2026-10-01
Toth Financial Advisory Corp
UNCHANGED1,8881,88800%$145.6K$135.8K-$9.7K2026-10-08
Morton Brown Family Wealth, LLC
INCREASED1,8651,244+621+50%$95.9K$134.2K+$38.3K2026-10-23
Nfsg Corp
DECREASED1,8002,573-773-30%$198.4K$129.5K-$68.9K2026-10-15
3Chopt Investment Partners, LLC
DECREASED1,7452,595-850-33%$200.1K$125.6K-$74.5K2026-10-30
SBI Securities Co., Ltd.
INCREASED1,7201,637+83+5%$126.2K$123.8K-$2.5K2026-10-22
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,685749+936+125%$57.7K$121.2K+$63.5K2026-10-28
Piscataqua Savings Bank
UNCHANGED1,6751,67500%$129.2K$120.5K-$8.6K2026-10-21
Redwood Park Advisors LLC
INCREASED1,6061,601+5+0%$123.5K$115.6K-$7.9K2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED1,6041,786-182-10%$137.7K$115.4K-$22.4K2026-10-16
Strengthening Families & Communities, LLC
INCREASED1,5961,591+5+0%$122.7K$114.9K-$7.9K2026-10-21
Activest Wealth Management
UNCHANGED1,5851,58500%$122.2K$114.0K-$8.2K2026-10-15
SYM Financial Corp
INCREASED1,579572+1,007+176%$44.1K$113.6K+$69.5K2026-10-26
Trust Co
INCREASED1,5571,142+415+36%$88.1K$112.0K+$24.0K2026-10-09
Y.D. More Investments Ltd
UNCHANGED1,5001,50000%$115.7K$107.9K-$7.7K2026-11-02
Provident Wealth Management, LLC
DECREASED1,4022,501-1,099-44%$192.9K$100.9K-$92.0K2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED1,3951,39500%$107.6K$100.4K-$7.2K2026-10-07
Midwest Capital Advisors, LLC
INCREASED1,3731,370+3+0%$105.7K$98.8K-$6.8K2026-11-04
Harbor Asset Planning, Inc.
INCREASED1,3521,347+5+0%$103.9K$97.3K-$6.7K2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED1,3351,33500%$102.9K$96.1K-$6.9K2026-11-03
High Point Wealth Management, LLC
UNCHANGED1,3251,32500%$102.2K$95.3K-$6.8K2026-11-05
Birch Financial Group, LLC
NEW1,287—+1,287——$92.6K—2026-10-27
Westside Investment Management, Inc.
DECREASED1,2841,313-29-2%$101.2K$92.4K-$8.9K2026-11-02
Key Capital Management, Inc
INCREASED1,279689+590+86%$53.1K$92.0K+$38.9K2026-11-03
Three Bridge Wealth Advisors, LLC
NEW1,250—+1,250——$89.9K—2026-11-05
Entrust Financial LLC
UNCHANGED1,2201,22000%$94.1K$87.8K-$6.3K2026-11-04
Montgomery Financial Services LLC
UNCHANGED1,1961,19600%$92.2K$86.1K-$6.2K2026-11-03
Bell Investment Advisors, Inc
INCREASED1,1921,189+3+0%$91.7K$85.8K-$5.9K2026-10-29
Sunrise Financial Services, LLC
UNCHANGED1,1901,19000%$91.8K$85.6K-$6.1K2026-10-21
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,1271,12700%$86$80-$62026-11-02
Gables Capital Management Inc.
DECREASED1,0991,229-130-11%$94.8K$79.1K-$15.7K2026-11-04
Kroeger Financial Partners
UNCHANGED1,0661,06600%$82.2K$76.7K-$5.5K2026-10-19
Blume Capital Management, Inc.
UNCHANGED1,0651,06500%$82.1K$76.6K-$5.5K2026-10-26
Coston, McIsaac & Partners
UNCHANGED1,0341,03400%$79.0K$74.4K-$4.6K2026-11-06
Flagship Wealth Advisors, LLC
UNCHANGED1,0301,03000%$79.4K$74.1K-$5.3K2026-11-03
Advantage Trust Co
DECREASED1,0001,255-255-20%$96.8K$72.0K-$24.8K2026-10-19
MTM Investment Management, LLC
DECREASED9901,890-900-48%$145.7K$71.2K-$74.5K2026-10-30
Hoese & Co LLP
UNCHANGED98998900%$76.3K$71.2K-$5.1K2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED97797700%$75.3K$70.3K-$5.0K2026-10-16
Winch Advisory Services, LLC
INCREASED972969+3+0%$74.8K$70.0K-$4.8K2026-11-06
Dynamic Wealth Strategies, LLC
UNCHANGED95095000%$73.3K$68.4K-$4.9K2026-10-16
Quest 10 Wealth Builders, Inc.
INCREASED880597+283+47%$46.0K$63.3K+$17.3K2026-11-02
Triumph Capital Management
INCREASED848847+1+0%$65.3K$61.0K-$4.4K2026-10-14
Kopp Family Office, LLC
DECREASED839140,050-139,211-99%$10.8M$10.0M-$799.5K2026-10-21
Pioneer Family Office, LLC
UNCHANGED78778700%$60.7K$56.6K-$4.1K2026-10-30
Roxbury Financial LLC
UNCHANGED78278200%$60.3K$56.3K-$4.0K2026-10-01
Foresight Capital Management Advisors, Inc.
NEW750—+750——$54.0K—2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED75075000%$57.8K$54.0K-$3.9K2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED75075000%$57.8K$54.0K-$3.9K2026-10-13
True Wealth Design, LLC
DECREASED731843-112-13%$65.0K$52.6K-$12.4K2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED72372300%$55.8K$52.0K-$3.7K2026-10-15
Signature Equity Partners, LLC
DECREASED709829-120-14%$63.9K$51.0K-$12.9K2026-10-29
Access Investment Management LLC
UNCHANGED67567500%$52.1K$48.6K-$3.5K2026-10-23
Country Trust Bank
INCREASED65069+581+842%$5.3K$46.8K+$41.4K2026-10-30
Mosley Wealth Management
INCREASED642641+1+0%$49.5K$46.9K-$2.6K2026-10-16
Bank & Trust Co
UNCHANGED62162100%$47.9K$44.7K-$3.2K2026-10-07
Financial Consulate, Inc
DECREASED610855-245-29%$65.9K$43.9K-$22.0K2026-10-23
Pathway Financial Advisers, LLC
NEW596—+596——$42.9K—2026-10-27
American Capital Advisory, LLC
INCREASED588562+26+5%$43.3K$42.3K-$1.0K2026-10-28
Nvwm, LLC
NEW573—+573——$41.2K—2026-10-14
IMG Wealth Management, Inc.
DECREASED545832-287-34%$64.2K$39.2K-$24.9K2026-10-27
Kelleher Financial Advisors
DECREASED5251,050-525-50%$81.0K$37.8K-$43.2K2026-10-30
Reicon Wealth Advisors, LLC
UNCHANGED50050000%$38.6K$36.0K-$2.6K2026-11-04
Pflug Koory, LLC
UNCHANGED47847800%$36.8K$34.4K-$2.4K2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
NEW475—+475——$34.2K—2026-10-14
BankChampaign, National Association
INCREASED473176+297+169%$13.6K$34.0K+$20.5K2026-10-19
Planning Strategies Inc.
DECREASED467475-8-2%$36.6K$33.6K-$3.0K2026-10-02
Davis Capital Management
UNCHANGED46546500%$35.9K$33.5K-$2.4K2026-10-08
Covestor Ltd
DECREASED464466-20%$36.0K$33-$36.0K2026-10-30
Breakwater Investment Management
UNCHANGED46046000%$35.5K$33.1K-$2.4K2026-10-20
Legacies Wealth LLC
UNCHANGED45045000%$34.7K$32.4K-$2.3K2026-11-02
Canton Hathaway, LLC
UNCHANGED44444400%$34.2K$31.9K-$2.3K2026-10-23
Lloyd Advisory Services, Llc.
DECREASED440491-51-10%$37.8K$31.6K-$6.2K2026-11-02
Vima LLC
UNCHANGED43743700%$33.7K$31.4K-$2.3K2026-10-23
DecisionPoint Financial, LLC
UNCHANGED42042000%$32.1K$30.5K-$1.6K2026-10-27
Maseco LLP
NEW419—+419——$30.2K—2026-10-27
Highline Wealth Partners LLC
INCREASED40399+304+307%$7.6K$29.0K+$21.4K2026-10-19
Realta Investment Advisors
UNCHANGED39739700%$30.6K$28.6K-$2.0K2026-10-14
First Financial Corp
UNCHANGED39539500%$30.5K$28.4K-$2.0K2026-10-13
Investors Research Corp
INCREASED379375+4+1%$28.9K$27.3K-$1.6K2026-10-07
Networth Advisors, LLC
INCREASED368288+80+28%$22.2K$26.4K+$4.3K2026-11-03
Decker Retirement Planning Inc.
UNCHANGED36036000%$27.8K$25.9K-$1.9K2026-10-19
Holos Integrated Wealth LLC
UNCHANGED34034000%$25.7K$24.6K-$1.1K2026-10-23
Paladin Partners, LLC
UNCHANGED32532500%$25.1K$23.4K-$1.7K2026-10-06
Elevate Wealth Advisory, Inc
UNCHANGED31531500%$24.3K$22.7K-$1.6K2026-10-29
POM Investment Strategies, LLC
UNCHANGED30930900%$23.8K$22.2K-$1.6K2026-10-20
Raleigh Capital Management Inc.
INCREASED307257+50+19%$19.8K$22.1K+$2.3K2026-10-28
West Branch Capital LLC
UNCHANGED30030000%$23.1K$21.6K-$1.5K2026-10-20
Financial Network Wealth Advisors LLC
UNCHANGED26526500%$20.4K$19.1K-$1.4K2026-10-28
North Point Portfolio Managers Corp
NEW250—+250——$18.0K—2026-10-07
Bullock Wealth Management Group
UNCHANGED25025000%$19.1K$18.2K-$9352026-10-09
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED23023000%$17.7K$16.5K-$1.2K2026-10-07
Bare Financial Services, Inc
NEW225—+225——$16.2K—2026-11-04
PFS Partners, LLC
UNCHANGED21321300%$16.4K$15.3K-$1.1K2026-10-21
WPG Advisers, LLC
DECREASED205569-364-64%$43.9K$14.8K-$29.1K2026-10-27
Financial Management Professionals, Inc.
DECREASED201294-93-32%$22.7K$14.5K-$8.2K2026-10-23
Mcdonald Partners LLC
UNCHANGED20020000%$15.4K$14.4K-$1.0K2026-11-03
Putney Financial Group LLC
NEW195—+195——$14.0K—2026-10-30
Align Financial, LLC
UNCHANGED19019000%$14.7K$13.7K-$9802026-10-16
Monetary Solutions, Ltd
INCREASED189180+9+5%$13.9K$13.6K-$2812026-10-22
Tower View Wealth Management LLC
INCREASED188187+1+1%$14.5K$13.5K-$9252026-10-23
Kennebec Savings Bank
UNCHANGED17017000%$13.1K$12.2K-$8772026-10-22
William B. Walkup & Associates, Inc.
UNCHANGED16916900%$13.0K$12.2K-$8722026-11-05
Reap Financial Group, LLC
INCREASED165164+1+1%$12.7K$11.9K-$8122026-11-02
Gleason Group, Inc.
INCREASED155154+1+1%$11.9K$11.1K-$7612026-10-15
Wilkerson Advisory Group LLC
DECREASED145255-110-43%$19.7K$10.4K-$9.3K2026-10-20
Peterson Wealth Services
UNCHANGED13013000%$10.0K$9.4K-$6702026-10-26
Wagner Wealth Management, LLC
INCREASED125124+1+1%$9.6K$9.0K-$6302026-10-21
Byrne Asset Management LLC
UNCHANGED12512500%$9.6K$9.1K-$5512026-10-06
Carolina Wealth Advisors, LLC
NEW115—+115——$8.3K—2026-10-23
Prudent Man Investment Management, Inc.
UNCHANGED11511500%$7.6K$8.3K+$6852026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED10110100%$7.8K$7.3K-$5212026-10-20
Tounjian Advisory Partners, LLC
DECREASED100357-257-72%$27.5K$7.2K-$20.3K2026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED10010000%$7.7K$7.2K-$5162026-10-27
4Thought Financial Group Inc.
DECREASED8991-2-2%$7.0K$6.4K-$6022026-11-02
Aspect Partners, LLC
UNCHANGED858500%$6.6K$6.1K-$4382026-10-20
Contravisory Investment Management, Inc.
NEW81—+81——$5.9K—2026-10-13
Ulland Investment Advisors, LLC
UNCHANGED656500%$5$5$02026-10-13
SBK Financial, Inc.
UNCHANGED606000%$4.6K$4.3K-$3102026-11-02
Financial Freedom, LLC
NEW59—+59——$4.3K—2026-11-06
Valued Wealth Advisors LLC
UNCHANGED535300%$4.1K$3.8K-$2732026-11-05
Hilton Head Capital Partners, LLC
UNCHANGED414100%$3.2K$3.0K-$2122026-10-23
Copeland Capital Management, LLC
DECREASED321,828-1,796-98%$141.0K$2.3K-$138.6K2026-10-13
Hager Investment Management Services, LLC
INCREASED2925+4+16%$1.9K$2.1K+$1592026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED242400%$1.9K$1.7K-$1192026-10-29
Markowski Investments
DECREASED20155-135-87%$12.0K$1.4K-$10.5K2026-10-30
Fairscale Capital, LLC
UNCHANGED161600%$1.2K$1.2K-$612026-11-04
Kozak & Associates, Inc.
DECREASED15256-241-94%$19.5K$1.1K-$18.5K2026-10-29
Valley National Advisers Inc
UNCHANGED131300%$1.0K$936-$672026-10-23
Advanced Asset Management Advisors Inc
NEW3—+3——$205—2026-10-20
Rakuten Securities, Inc.
NEW3—+3——$216—2026-11-02
Jefferies Financial Group Inc.
CLOSED056,502-56,502-100%$4.4M$0-$4.4M2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED047,976-47,976-100%$3.7M$0-$3.7M2026-10-16
Johnson Financial Group, LLC
CLOSED044,327-44,327-100%$3.4M$0-$3.4M2026-11-03
Scarborough Advisors, LLC
CLOSED031,363-31,363-100%$2.4M$0-$2.4M2026-10-16
Newport Capital Group, LLC
CLOSED029,273-29,273-100%$2.3M$0-$2.3M2026-10-16
TBH Global Asset Management, LLC
CLOSED023,789-23,789-100%$1.8M$0-$1.8M2026-11-03
Econ Financial Services Corp
CLOSED09,579-9,579-100%$738.6K$0-$738.6K2026-10-19
Ardent Capital Management, Inc.
CLOSED06,920-6,920-100%$533.6K$0-$533.6K2026-10-16
Avestar Capital, LLC
CLOSED06,799-6,799-100%$524.3K$0-$524.3K2026-10-28
Strategic Equity Management
CLOSED06,478-6,478-100%$499.5K$0-$499.5K2026-11-04
Central Valley Advisors, LLC
CLOSED05,362-5,362-100%$413.5K$0-$413.5K2026-10-27
Park National Corp
CLOSED03,611-3,611-100%$278.4K$0-$278.4K2026-10-05
Canopy Partners, LLC
CLOSED03,501-3,501-100%$270.0K$0-$270.0K2026-10-28
Fortress Financial Group, LLC
CLOSED03,488-3,488-100%$269.0K$0-$269.0K2026-10-21
Thor Investment Management Inc
CLOSED03,290-3,290-100%$253.7K$0-$253.7K2026-10-13
Inscription Capital, LLC
CLOSED03,263-3,263-100%$251.6K$0-$251.6K2026-11-02
Asio Capital, LLC
CLOSED03,248-3,248-100%$250.5K$0-$250.5K2026-10-19
Baldwin Wealth Partners LLC
CLOSED03,200-3,200-100%$246.8K$0-$246.8K2026-10-13
Narwhal Capital Management
CLOSED03,150-3,150-100%$242.9K$0-$242.9K2026-11-04
Veracity Capital LLC
CLOSED03,141-3,141-100%$242.2K$0-$242.2K2026-10-08
Kestra Investment Management, LLC
CLOSED03,089-3,089-100%$238.2K$0-$238.2K2026-11-04
IFC & Insurance Marketing, Inc.
CLOSED03,080-3,080-100%$237.5K$0-$237.5K2026-10-16
Sierra Ocean, LLC
CLOSED03,057-3,057-100%$235.8K$0-$235.8K2026-11-03
Burney Co/
CLOSED02,993-2,993-100%$230.8K$0-$230.8K2026-10-15
Madrona Financial Services, LLC
CLOSED02,887-2,887-100%$222.6K$0-$222.6K2026-10-23
Sims Investment Management, LLC
CLOSED02,855-2,855-100%$205.1K$0-$205.1K2026-10-13
Eagle Bay Advisors LLC
CLOSED02,849-2,849-100%$219.7K$0-$219.7K2026-10-16
Carlson Financial, Inc.
CLOSED02,835-2,835-100%$218.4K$0-$218.4K2026-11-05
Stolper Co
CLOSED02,802-2,802-100%$216$0-$2162026-10-13
Richmond Investment Services, LLC
CLOSED02,800-2,800-100%$215.9K$0-$215.9K2026-10-29
Tcfg Investment Advisors, LLC
CLOSED02,786-2,786-100%$214.8K$0-$214.8K2026-10-20
Strategic Advisors LLC
CLOSED02,767-2,767-100%$213.4K$0-$213.4K2026-10-13
Harpswell Capital Advisors, LLC
CLOSED02,760-2,760-100%$212.8K$0-$212.8K2026-10-09
Pacific Excel Wealth Advisors, Inc.
CLOSED02,748-2,748-100%$211.9K$0-$211.9K2026-10-27
Hegarty Advisors, LLC
CLOSED02,745-2,745-100%$211.7K$0-$211.7K2026-10-20
Everest Financial Group LLC
CLOSED02,738-2,738-100%$211.1K$0-$211.1K2026-11-06
Mason & Associates, LLC
CLOSED02,726-2,726-100%$210.2K$0-$210.2K2026-10-26
Archford Capital Strategies, LLC
CLOSED02,722-2,722-100%$209.9K$0-$209.9K2026-10-19
Aquire Wealth Advisors, LLC
CLOSED02,697-2,697-100%$208.0K$0-$208.0K2026-10-23
MRA Advisory Group
CLOSED02,695-2,695-100%$207.8K$0-$207.8K2026-10-07
Dickmeyer Boyce Financial Management, Inc.
CLOSED02,685-2,685-100%$207.1K$0-$207.1K2026-10-08
PW Nova Financial Services LLC
CLOSED02,671-2,671-100%$206.0K$0-$206.0K2026-10-15
Financial Life Advisors
CLOSED02,663-2,663-100%$205.3K$0-$205.3K2026-10-14
Redmond Asset Management, LLC
CLOSED02,646-2,646-100%$204.0K$0-$204.0K2026-10-27
Patton Albertson Miller Group, LLC
CLOSED02,645-2,645-100%$204.0K$0-$204.0K2026-10-26
Stephen J. Garry & Associates, LLC
CLOSED02,640-2,640-100%$203.6K$0-$203.6K2026-11-05
Northland Securities, Inc.
CLOSED02,630-2,630-100%$202.8K$0-$202.8K2026-11-02
Hibernia Wealth Partners, LLC
CLOSED02,624-2,624-100%$202.3K$0-$202.3K2026-10-29
Community Bank & Trust, Waco, Texas
CLOSED02,612-2,612-100%$201.0K$0-$201.0K2026-10-19
R. W. Roge & Company, Inc.
CLOSED02,607-2,607-100%$201.0K$0-$201.0K2026-11-04
Institute for Wealth Management, Llc.
CLOSED01,156-1,156-100%$89.1K$0-$89.1K2026-11-06
Eagle Harbor Asset Management Inc
CLOSED0838-838-100%$211.4K$0-$211.4K2026-10-21
Vermillion Wealth Management, Inc.
CLOSED0667-667-100%$51.4K$0-$51.4K2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED0627-627-100%$48.3K$0-$48.3K2026-10-29
Gill Capital Partners, LLC
CLOSED0409-409-100%$31.5K$0-$31.5K2026-10-13
Founders Capital Management
CLOSED0314-314-100%$24.2K$0-$24.2K2026-10-13
Atlatl Advisers LLC
CLOSED0104-104-100%$8.0K$0-$8.0K2026-10-22
NorthAvenue LLC
CLOSED070-70-100%$5.4K$0-$5.4K2026-10-29
Evolution Advisers, Inc.
CLOSED035-35-100%$2$0-$22026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.1M$1.2M+$124.7K2026-10-29
Northwestern Mutual Wealth Management Co
N/A—132,841,270-132,841,270-100%$10.2B———
Bank of America Corp
N/A—67,302,599-67,302,599-100%$5.2B———
Wells Fargo & Company
N/A—57,005,004-57,005,004-100%$4.4B———
FMR LLC
N/A—54,843,180-54,843,180-100%$4.2B———
Goldman Sachs Group Inc
N/A—43,362,888-43,362,888-100%$3.3B———
Morgan Stanley
N/A—41,144,289-41,144,289-100%$3.2B———
Raymond James Financial Inc
N/A—39,064,190-39,064,190-100%$3.0B———
Envestnet Asset Management Inc
N/A—37,195,080-37,195,080-100%$2.9B———
BlackRock, Inc.
N/A—29,075,313-29,075,313-100%$2.2B———
UBS Group AG
N/A—25,918,017-25,918,017-100%$2.0B———
Northern Trust Corp
N/A—24,548,419-24,548,419-100%$1.9B———
Royal Bank of Canada
N/A—22,450,924-22,450,924-100%$1.7B———
JPMorgan Chase & Co
N/A—17,929,010-17,929,010-100%$1.4B———
Mariner, LLC
N/A—16,401,450-16,401,450-100%$1.3B———
Acorns Advisers, LLC
N/A—14,093,257-14,093,257-100%$1.1B———
Jones Financial Companies Lllp
N/A—9,268,731-9,268,731-100%$707.7M———
Starboard Value LPA
N/A—8,877,781-8,877,781-100%$684.6M———
Northwestern Mutual Investment Management Company, LLC
N/A—8,517,640-8,517,640-100%$656.8M———
&partners
N/A—8,336,989-8,336,989-100%$643.0M———
Ameriprise Financial Inc
N/A—8,222,284-8,222,284-100%$634.5M———
Wealthspire Advisors, LLC
N/A—7,961,778-7,961,778-100%$613.9M———
Financial Engines Advisors L.L.C.
N/A—7,764,939-7,764,939-100%$598.8M———
Pathstone Holdings, LLC
N/A—7,069,013-7,069,013-100%$545.1M———
HighTower Advisors, LLC
N/A—7,019,239-7,019,239-100%$541.3M———
Bank of Montreal
N/A—6,634,431-6,634,431-100%$511.6M———
Cerity Partners LLC
N/A—6,009,259-6,009,259-100%$463.4M———
Bridges Investment Management Inc
N/A—5,830,885-5,830,885-100%$449.6M———
MAI Capital Management
N/A—5,616,598-5,616,598-100%$433.1M———
Alesco Advisors, LLC, An ESL Co
N/A—5,379,027-5,379,027-100%$414.8M———
Huntington National Bank
N/A—4,718,090-4,718,090-100%$363.8M———
Circle Wealth Management, LLC
N/A—4,587,104-4,587,104-100%$353.7M———
Davis R M Inc
N/A—3,721,050-3,721,050-100%$286.9M———
Rockefeller Capital Management L.P.
N/A—3,700,591-3,700,591-100%$285.4M———
Cetera Investment Advisers
N/A—3,615,909-3,615,909-100%$278.8M———
Baird Financial Group, Inc.
N/A—3,518,181-3,518,181-100%$271.3M———
MML Investors Services, LLC
N/A—3,444,235-3,444,235-100%$265.6M———
Osaic Holdings, Inc.
N/A—3,440,498-3,440,498-100%$265.3M———
Franklin Resources Inc
N/A—3,123,146-3,123,146-100%$240.8M———
First Financial Bankshares Inc
N/A—2,927,410-2,927,410-100%$225.7M———
Bleakley Financial Group, LLC
N/A—2,762,927-2,762,927-100%$213.0M———
Stifel Financial Corp
N/A—2,500,263-2,500,263-100%$192.8M———
Haverford Trust Co
N/A—2,487,429-2,487,429-100%$191.8M———
Focus Partners Wealth
N/A—2,454,535-2,454,535-100%$189.3M———
Alaska Permanent Capital Management, LLC
N/A—2,361,487-2,361,487-100%$182.0M———
Atlantic Union Bankshares Corp
N/A—2,339,052-2,339,052-100%$180.4M———
Captrust Financial Advisors
N/A—2,284,920-2,284,920-100%$176.2M———
Cresset Asset Management, LLC
N/A—2,191,683-2,191,683-100%$169.0M———
Members Trust Co
N/A—2,125,113-2,125,113-100%$163.9M———
Whittier Trust Co
N/A—1,898,589-1,898,589-100%$145.1M———
Sand Hill Global Advisors, LLC
N/A—1,811,344-1,811,344-100%$139.7M———
Brown Brothers Harriman & Co
N/A—1,775,176-1,775,176-100%$136.9M———
Moneta Group Investment Advisors LLC
N/A—1,758,601-1,758,601-100%$135.6M———
Fiduciary Trust Co
N/A—1,725,716-1,725,716-100%$133.1M———
Mercer Global Advisors Inc
N/A—1,672,609-1,672,609-100%$129.0M———
AlTi Global, Inc.
N/A—1,592,514-1,592,514-100%$122.8M———
Destination Wealth Management
N/A—1,548,248-1,548,248-100%$119.4M———
Flputnam Investment Management Co
N/A—1,532,850-1,532,850-100%$118.2M———
Dynasty Wealth Management, LLC
N/A—1,479,137-1,479,137-100%$114.1M———
Ally Invest Advisors Inc.
N/A—1,467,792-1,467,792-100%$113.2M———
Bessemer Group Inc
N/A—1,465,008-1,465,008-100%$112.9M———
FIL Ltd
N/A—1,462,118-1,462,118-100%$112.7M———
Beacon Pointe Advisors, LLC
N/A—1,396,856-1,396,856-100%$107.7M———
State Street Corp
N/A—1,394,337-1,394,337-100%$107.5M———
Steward Partners Investment Advisory, LLC
N/A—1,385,892-1,385,892-100%$106.9M———
Planning Alternatives LTD
N/A—1,307,580-1,307,580-100%$100.8M———
Stratos Wealth Partners, Ltd.
N/A—1,304,552-1,304,552-100%$100.6M———
Wellspring Financial Advisors, LLC
N/A—1,284,848-1,284,848-100%$4.4M———
Harbour Investments, Inc.
N/A—1,275,896-1,275,896-100%$98.4M———
Whittier Trust Co of Nevada Inc
N/A—1,251,021-1,251,021-100%$94.4M———
Alliancebernstein L.P.
N/A—1,231,477-1,231,477-100%$83.2M———
Janney Montgomery Scott LLC
N/A—1,226,684-1,226,684-100%$94.6M———
M&T Bank Corp
N/A—1,224,173-1,224,173-100%$94.4M———
Equitable Holdings, Inc.
N/A—1,211,123-1,211,123-100%$93.4M———
Bartlett & Co. Wealth Management LLC
N/A—1,205,401-1,205,401-100%$92.9M———
BOK Financial Private Wealth, Inc.
N/A—1,197,424-1,197,424-100%$92.3M———
Alaska Wealth Advisors, LLC
N/A—1,194,638-1,194,638-100%$92.1M———
Coldstream Capital Management Inc
N/A—1,153,834-1,153,834-100%$89.0M———
Ballentine Partners, LLC
N/A—1,144,917-1,144,917-100%$88.3M———
Pine Ridge Advisers LLC
N/A—1,051,800-1,051,800-100%$81.1M———
Crewe Advisors LLC
N/A—1,043,164-1,043,164-100%$80.4M———
Waverly Advisors, LLC
N/A—1,027,514-1,027,514-100%$79.2M———
CIBC Bancorp USA Inc.
N/A—997,258-997,258-100%$76.9M———
Natixis Advisors, LLC
N/A—989,255-989,255-100%$76.3M———
Manufacturers Life Insurance Company, the
N/A—965,352-965,352-100%$74.4M———
Hancock Whitney Corp
N/A—943,201-943,201-100%$72.7M———
Quotient Wealth Partners, LLC
N/A—931,862-931,862-100%$71.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—919,199-919,199-100%$70.9M———
Chandler Asset Management, Inc.
N/A—894,373-894,373-100%$69.0M———
Commerce Bank
N/A—870,881-870,881-100%$67.2M———
Private Advisor Group, LLC
N/A—870,006-870,006-100%$67.1M———
Consolidated Portfolio Review Corp
N/A—862,600-862,600-100%$66.5M———
Bluespring Wealth Management, LLC
N/A—861,198-861,198-100%$66.4M———
BlueStem Wealth Partners, LLC
N/A—860,493-860,493-100%$66.4M———
Private Wealth Asset Management, LLC
N/A—824,734-824,734-100%$63.8M———
Portland Global Advisors LLC
N/A—820,804-820,804-100%$63.3M———
Wealthquest Corp
N/A—803,877-803,877-100%$62.0M———
HSBC Holdings PLC
N/A—775,465-775,465-100%$59.8M———
Voya Investment Management LLC
N/A—772,085-772,085-100%$59.5M———
Cape COD Five Cents Savings Bank
N/A—714,861-714,861-100%$55.1M———
Blair William & Co
N/A—685,526-685,526-100%$52.9M———
Global Retirement Partners, LLC
N/A—677,768-677,768-100%$52.3M———
Lowe Brockenbrough & Co Inc
N/A—674,296-674,296-100%$52.0M———
Bank of Nova Scotia
N/A—671,000-671,000-100%$51.7M———
American Trust
N/A—669,220-669,220-100%$51.6M———
Pinnacle Financial Partners, Inc.
N/A—653,225-653,225-100%$50.4M———
Johnson Investment Counsel Inc
N/A—650,722-650,722-100%$50.2M———
Sequoia Financial Advisors, LLC
N/A—630,599-630,599-100%$48.6M———
Integrated Wealth Concepts LLC
N/A—603,088-603,088-100%$46.5M———
MainStreet Investment Advisors LLC
N/A—595,959-595,959-100%$46.0M———
Urban Financial Advisory Corp
N/A—591,569-591,569-100%$45.6M———
Planning Project LLC
N/A—587,162-587,162-100%$44.2M———
EP Wealth Advisors, LLC
N/A—576,397-576,397-100%$44.4M———
Drake & Associates, LLC
N/A—574,352-574,352-100%$44.3M———
Pure Financial Advisors, LLC
N/A—551,186-551,186-100%$42.5M———
Lazard Asset Management LLC
N/A—548,802-548,802-100%$42.3M———
AQR Capital Management LLC
N/A—531,468-531,468-100%$41.0M———
United Capital Financial Advisors, LLC
N/A—526,146-526,146-100%$40.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—525,121-525,121-100%$40.5M———
Argent Trust Co
N/A—525,121-525,121-100%$40.5M———
Advisory Services Network, LLC
N/A—519,419-519,419-100%$40.1M———
Westwood Holdings Group Inc
N/A—513,563-513,563-100%$39.6M———
Callan Family Office, LLC
N/A—513,069-513,069-100%$39.6M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—504,936-504,936-100%$10.3M———
Composition Wealth, LLC
N/A—499,802-499,802-100%$38.5M———
Arkos Global Advisors
N/A—491,224-491,224-100%$37.9M———
ESL Trust Services, LLC
N/A—486,270-486,270-100%$37.5M———
Ameritas Advisory Services, LLC
N/A—484,229-484,229-100%$37.3M———
1ST Source Bank
N/A—479,288-479,288-100%$37.0M———
NewEdge Advisors, LLC
N/A—479,069-479,069-100%$36.9M———
Quantinno Capital Management LP
N/A—476,645-476,645-100%$36.8M———
Sanctuary Advisors, LLC
N/A—474,232-474,232-100%$36.6M———
SCS Capital Management LLC
N/A—472,307-472,307-100%$36.4M———
Voya Financial Advisors, Inc.
N/A—464,001-464,001-100%$35.5M———
Gladstone Institutional Advisory LLC
N/A—463,953-463,953-100%$35.8M———
Summit Financial, LLC
N/A—457,005-457,005-100%$35.2M———
Atlanta Consulting Group Advisors, LLC
N/A—455,097-455,097-100%$35.1M———
Brand Asset Management Group, Inc.
N/A—455,097-455,097-100%$35.1M———
Johnson Financial Group, Inc.
N/A—452,156-452,156-100%$34.9M———
Vestwell Advisors, LLC
N/A—426,807-426,807-100%$32.9M———
Ritter Daniher Financial Advisory LLC / de
N/A—425,279-425,279-100%$32.8M———
NewEdge Wealth, LLC
N/A—420,147-420,147-100%$32.4M———
King Wealth Management Group
N/A—416,594-416,594-100%$32.1M———
Investments & Financial Planning, LLC
N/A—408,629-408,629-100%$31.5M———
Nomura Asset Management International Inc.
N/A—405,049-405,049-100%$31.2M———
Brown Advisory Inc
N/A—404,308-404,308-100%$31.2M———
Serenus Wealth Advisors, LLC
N/A—399,067-399,067-100%$30.8M———
CIBC World Market Inc.
N/A—395,458-395,458-100%$30.5M———
LGL Partners, LLC
N/A—387,908-387,908-100%$29.9M———
Madison Asset Management, LLC
N/A—383,925-383,925-100%$29.6M———
Baron Silver Stevens Financial Advisors, LLC
N/A—381,125-381,125-100%$29.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—377,450-377,450-100%$29.1M———
RWA Wealth Partners, LLC
N/A—371,641-371,641-100%$28.7M———
Wealthspire Retirement, LLC
N/A—363,630-363,630-100%$27.5M———
OneDigital Investment Advisors LLC
N/A—357,547-357,547-100%$27.6M———
Vestmark Advisory Solutions, Inc.
N/A—341,485-341,485-100%$26.3M———
NorthCoast Asset Management LLC
N/A—335,911-335,911-100%$25.9M———
Arkadios Wealth Advisors
N/A—328,820-328,820-100%$25.4M———
Pack Private Wealth, LLC
N/A—323,292-323,292-100%$24.9M———
Glenmede Trust Co NA
N/A—323,134-323,134-100%$24.9M———
Envestnet Portfolio Solutions, Inc.
N/A—322,024-322,024-100%$24.8M———
Evernest Financial Advisors, LLC
N/A—316,310-316,310-100%$24.4M———
Peninsula Asset Management Inc
N/A—314,135-314,135-100%$24.2M———
Fidelis Capital Partners, LLC
N/A—314,111-314,111-100%$24.2M———
Smithfield Trust Co
N/A—301,161-301,161-100%$23.2M———
Asset Management Group, Inc.
N/A—292,352-292,352-100%$22.5M———
Kintra Wealth, LLC
N/A—291,005-291,005-100%$22.8M———
Arax Advisory Partners
N/A—289,162-289,162-100%$22.3M———
New England Asset Management Inc
N/A—285,535-285,535-100%$22.0M———
Sandy Cove Advisors, LLC
N/A—284,311-284,311-100%$21.9M———
First National Bank of Omaha
N/A—284,022-284,022-100%$21.8M———
Kelman-Lazarov, Inc.
N/A—279,751-279,751-100%$21.6M———
Core Wealth Advisors, Inc.
N/A—276,572-276,572-100%$21.3M———
Leavell Investment Management, Inc.
N/A—276,503-276,503-100%$21.3M———
Segall Bryant & Hamill, LLC
N/A—275,798-275,798-100%$21.3M———
Western Wealth Management, LLC
N/A—266,068-266,068-100%$20.5M———
Cape ANN Savings Bank
N/A—263,505-263,505-100%$20.3M———
Smith, Moore & Co.
N/A—258,647-258,647-100%$19.9M———
Simmons Bank
N/A—256,823-256,823-100%$19.8M———
Two Sigma Investments, LP
N/A—256,700-256,700-100%$19.8M———
IHT Wealth Management, LLC
N/A—255,541-255,541-100%$19.7M———
Argent Advisors, Inc.
N/A—253,613-253,613-100%$19.6M———
Centaurus Financial, Inc.
N/A—251,102-251,102-100%$19.4M———
Southeast Asset Advisors, LLC
N/A—250,718-250,718-100%$19.3M———
Empowered Funds, LLC
N/A—249,859-249,859-100%$19.3M———
Highview Capital Management LLC
N/A—246,107-246,107-100%$19.0M———
Advisors Capital Management, LLC
N/A—245,101-245,101-100%$18.9M———
CBM Financial, LLC
N/A—244,055-244,055-100%$18.4M———
CIM Investment Management Inc
N/A—240,944-240,944-100%$18.6M———
Campion Asset Management
N/A—239,666-239,666-100%$18.5M———
Capital Analysts, LLC
N/A—237,772-237,772-100%$18.3M———
Ancora Advisors LLCA
N/A—237,591-237,591-100%$18.3M———
London Co of Virginia
N/A—235,309-235,309-100%$18.1M———
Toronto Dominion Bank
N/A—233,438-233,438-100%$18.0M———
Retirement Income Solutions, Inc
N/A—230,999-230,999-100%$15.6M———
Harbor Advisory Corp
N/A—229,033-229,033-100%$17.7M———
Panoramic Capital Partners, LLC
N/A—224,816-224,816-100%$17.3M———
Colonial Trust Advisors
N/A—218,753-218,753-100%$16.9M———
Intrust Bank NA
N/A—218,457-218,457-100%$16.8M———
Riverpoint Wealth Management Holdings, LLC
N/A—218,200-218,200-100%$16.8M———
Curi Capital, LLC
N/A—215,419-215,419-100%$16.6M———
SageView Advisory Group, LLC
N/A—211,782-211,782-100%$16.3M———
49 Wealth Management, LLC
N/A—206,811-206,811-100%$15.9M———
Alongside, LLC
N/A—206,811-206,811-100%$15.9M———
Wescott Financial Advisory Group, LLC
N/A—203,801-203,801-100%$15.7M———
First Western Trust Bank
N/A—200,779-200,779-100%$15.5M———
Proffitt & Goodson Inc
N/A—200,560-200,560-100%$15.5M———
Great Valley Advisor Group, Inc.
N/A—197,321-197,321-100%$15.2M———
Madison Wealth Partners, Inc
N/A—194,744-194,744-100%$15.0M———
American Financial Advisors, LLC
N/A—194,164-194,164-100%$15.0M———
FFT Wealth Management LLC
N/A—192,363-192,363-100%$14.8M———
Rice Partnership, LLC
N/A—189,877-189,877-100%$14.6M———
Matrix Private Capital Group LLC
N/A—189,764-189,764-100%$14.6M———
Tower Wealth Partners, Inc.
N/A—189,098-189,098-100%$14.6M———
Tiaa Trust, National Association
N/A—180,806-180,806-100%$13.9M———
RiverGlades Family Offices LLC
N/A—176,978-176,978-100%$13.6M———
O'shaughnessy Asset Management, LLC
N/A—176,663-176,663-100%$13.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—174,910-174,910-100%$13.5M———
Kingsview Wealth Management, LLC
N/A—170,859-170,859-100%$13.2M———
MTC Wealth Management LLC
N/A—168,260-168,260-100%$13.0M———
Savvy Advisors, Inc.
N/A—167,203-167,203-100%$12.9M———
Vectors Research Management, LLC
N/A—161,396-161,396-100%$12.4M———
Granite Bay Wealth Management, LLC
N/A—159,029-159,029-100%$12.3M———
Orion Porfolio Solutions, LLC
N/A—158,176-158,176-100%$12.2M———
Belpointe Asset Management LLC
N/A—155,667-155,667-100%$12.0M———
Common Fund for Nonprofit Organizations
N/A—155,337-155,337-100%$12.0M———
Vanguard National Trust Co
N/A—154,857-154,857-100%$11.9M———
IFG Advisory, LLC
N/A—152,343-152,343-100%$11.7M———
1 North Wealth Services LLC
N/A—151,481-151,481-100%$11.7M———
Ameritas Investment Partners, Inc.
N/A—151,194-151,194-100%$11.7M———
Evercore Wealth Management, LLC
N/A—149,340-149,340-100%$11.5M———
SlateStone Wealth, LLC
N/A—148,393-148,393-100%$11.4M———
Aft, Forsyth & Sober, LLC
N/A—147,375-147,375-100%$10.0M———
Principal Securities, Inc.
N/A—147,070-147,070-100%$11.3M———
Stratos Investment Management, LLC
N/A—142,341-142,341-100%$11.0M———
Cascade Wealth Advisors, Inc
N/A—141,680-141,680-100%$11.0M———
Petix & Botte Co
N/A—141,465-141,465-100%$10.9M———
TD Asset Management Inc
N/A—140,207-140,207-100%$10.8M———
Nwam LLC
N/A—138,603-138,603-100%$10.7M———
Carr Financial Group Corp
N/A—138,505-138,505-100%$10.7M———
World Investment Advisors
N/A—136,903-136,903-100%$9.5M———
National Philanthropic Trust
N/A—136,413-136,413-100%$10.5M———
Pettyjohn, Wood & White, Inc
N/A—136,292-136,292-100%$10.5M———
Perspective Wealth Advisors LLC
N/A—136,284-136,284-100%$10.5M———
Choate Investment Advisors
N/A—136,239-136,239-100%$10.5M———
Advisory Alpha, LLC
N/A—135,810-135,810-100%$10.5M———
Scotia Capital Inc.
N/A—135,629-135,629-100%$10.5M———
Donaldson Capital Management, LLC
N/A—133,542-133,542-100%$10.3M———
Arrowroot Family Office, LLC
N/A—133,243-133,243-100%$10.3M———
RiverFront Investment Group, LLC
N/A—131,469-131,469-100%$10.1M———
Seeds Investor LLC
N/A—130,566-130,566-100%$10.1M———
Keel Point, LLC
N/A—129,188-129,188-100%$10.0M———
Gotham Asset Management, LLC
N/A—128,457-128,457-100%$9.9M———
Snowden Capital Advisors LLC
N/A—127,563-127,563-100%$9.8M———
MetLife Investment Management, LLC
N/A—126,180-126,180-100%$9.7M———
Alley Investment Management Company, LLC
N/A—125,207-125,207-100%$9.7M———
UBS Asset Management Americas LLC
N/A—125,125-125,125-100%$9.6M———
III Capital Management
N/A—125,000-125,000-100%$9.6M———
MidFirst Bank
N/A—122,015-122,015-100%$9.4M———
Crestmont Private Wealth LLC
N/A—120,687-120,687-100%$9.3M———
Zacks Investment Management
N/A—119,362-119,362-100%$9.2M———
Rhumbline Advisers
N/A—117,967-117,967-100%$9.1M———
Per Stirling Capital Management, Llc.
N/A—116,100-116,100-100%$9.0M———
Atlas Legacy Advisors, LLC
N/A—113,600-113,600-100%$8.8M———
1015 Capital Partners, LLC
N/A—113,246-113,246-100%$8.7M———
Godfrey Financial Associates, Inc.
N/A—112,824-112,824-100%$8.7M———
Focus Partners Advisor Solutions, LLC
N/A—112,574-112,574-100%$8.7M———
Chevy Chase Trust Holdings, LLC
N/A—112,286-112,286-100%$8.7M———
Coign Capital Advisors LLC
N/A—112,008-112,008-100%$8.6M———
Hilltop Holdings Inc.
N/A—111,887-111,887-100%$8.6M———
SIH Partners, Lllp
N/A—110,000-110,000-100%$8.5M———
Dorsey & Whitney Trust Co LLC
N/A—109,368-109,368-100%$8.4M———
Wealth Care LLC
N/A—108,190-108,190-100%$8.3M———
Peapack Gladstone Financial Corp
N/A—107,967-107,967-100%$8.3M———
Mayflower Financial Advisors, LLC
N/A—106,472-106,472-100%$8.2M———
Pitcairn Wealth Advisors LLC
N/A—106,294-106,294-100%$8.2M———
Mission Creek Capital Partners, Inc.
N/A—106,079-106,079-100%$8.2M———
Aptus Capital Advisors, LLC
N/A—106,058-106,058-100%$8.2M———
Silvercrest Asset Management Group LLC
N/A—105,287-105,287-100%$8.1M———
EWA, LLC
N/A—104,320-104,320-100%$8.0M———
American Century Companies Inc
N/A—102,200-102,200-100%$7.9M———
Arcus Capital Partners, LLC
N/A—102,171-102,171-100%$7.9M———
Next Capital Management LLC
N/A—101,771-101,771-100%$7.8M———
First National Bank of Hutchinson
N/A—101,634-101,634-100%$7.8M———
Northstar Advisory Group, LLC
N/A—101,258-101,258-100%$7.8M———
Twin Focus Capital Partners, LLC
N/A—101,213-101,213-100%$7.8M———
Bellwether Advisors, LLC
N/A—101,003-101,003-100%$7.8M———
Integrated Wealthcare, LLC
N/A—100,578-100,578-100%$7.8M———
IEQ Capital, LLC
N/A—100,359-100,359-100%$7.7M———
Rehmann Capital Advisory Group
N/A—100,125-100,125-100%$7.7M———
Fiduciary Group, LLC
N/A—99,684-99,684-100%$7.7M———
Centennial Bank
N/A—98,715-98,715-100%$7.6M———
Estate Counselors, LLC
N/A—98,473-98,473-100%$7.6M———
Alpha Financial Partners LLC
N/A—97,953-97,953-100%$7.6M———
Hi-Line Capital Management, LLC
N/A—97,011-97,011-100%$7.5M———
Rothschild Wealth LLC
N/A—96,555-96,555-100%$7.4M———
PW Advisors, LLC \ FL
N/A—96,446-96,446-100%$7.4M———
Cary Street Partners Financial LLC
N/A—95,449-95,449-100%$7.4M———
South Plains Financial, Inc.
N/A—95,123-95,123-100%$7.3M———
Essex Financial Services, Inc.
N/A—94,180-94,180-100%$7.3M———
Sovereign Investment Advisors, LLC
N/A—93,739-93,739-100%$7.2M———
Coral Wealth Management, LLC
N/A—93,550-93,550-100%$7.2M———
Regal Investment Advisors LLC
N/A—93,526-93,526-100%$7.2M———
Bellars Harris Wealth Management, LLC
N/A—92,849-92,849-100%$7.2M———
JPL Wealth Management, LLC
N/A—92,038-92,038-100%$7.1M———
Transcend Capital Advisors, LLC
N/A—91,765-91,765-100%$7.1M———
Park Place Capital Corp
N/A—91,156-91,156-100%$7.0M———
Bank of Hawaii
N/A—90,996-90,996-100%$7.0M———
Summit Wealth Partners, LLC
N/A—89,814-89,814-100%$6.9M———
Syon Capital LLC
N/A—89,413-89,413-100%$6.9M———
Bradley Foster & Sargent Inc
N/A—88,934-88,934-100%$6.9M———
Slagle Financial, LLC
N/A—88,750-88,750-100%$6.8M———
HighPoint Advisor Group LLC
N/A—88,559-88,559-100%$6.8M———
Investment Advisory Group, LLC
N/A—88,254-88,254-100%$6.8M———
AE Wealth Management LLC
N/A—88,229-88,229-100%$6.8M———
Fiduciary Financial Advisors
N/A—86,798-86,798-100%$6.7M———
Rathbones Group PLC
N/A—84,571-84,571-100%$6.5M———
GTS Securities LLC
N/A—84,507-84,507-100%$6.5M———
Consilio Wealth Advisors, LLC
N/A—83,429-83,429-100%$6.4M———
Castle Wealth Management LLC
N/A—83,325-83,325-100%$6.4M———
Muirfield Wealth Advisors LLC
N/A—82,657-82,657-100%$6.4M———
Fortis Capital Advisors, LLC
N/A—82,144-82,144-100%$6.3M———
Mutual Advisors, LLC
N/A—80,957-80,957-100%$6.2M———
Federation des caisses Desjardins du Quebec
N/A—80,790-80,790-100%$6.2M———
CreativeOne Wealth, LLC
N/A—79,826-79,826-100%$6.2M———
Neuberger Berman Group LLC
N/A—78,414-78,414-100%$6.0M———
Canal Capital Management, LLC
N/A—78,076-78,076-100%$6.0M———
WCG Wealth Advisors LLC
N/A—77,533-77,533-100%$6.0M———
FCA Corp
N/A—77,432-77,432-100%$6.0M———
Connors Investor Services Inc
N/A—76,609-76,609-100%$5.9M———
Fi3 Financial Advisors, LLC
N/A—76,482-76,482-100%$57.3M———
Nepc LLC
N/A—75,763-75,763-100%$5.8M———
Betterment LLC
N/A—74,404-74,404-100%$5.7M———
Colonial Trust Co / SC
N/A—73,858-73,858-100%$5.7M———
Capital Financial Group Inc\co\
N/A—73,283-73,283-100%$5.7M———
Trivium Point Advisory, LLC
N/A—73,250-73,250-100%$5.6M———
Birchcreek Wealth Management, LLC
N/A—72,710-72,710-100%$5.6M———
State of Wisconsin Investment Board
N/A—71,791-71,791-100%$5.5M———
Jaffetilchin Investment Partners, LLC
N/A—70,759-70,759-100%$5.5M———
Okabena Investment Services Inc
N/A—70,449-70,449-100%$5.4M———
BSW Wealth Partners
N/A—69,167-69,167-100%$5.3M———
Cozad Asset Management Inc
N/A—67,817-67,817-100%$5.2M———
Advyzon Investment Management, LLC
N/A—67,671-67,671-100%$5.2M———
Capital Advisors Inc
N/A—67,635-67,635-100%$5.2M———
Pacific Financial Group Inc
N/A—67,032-67,032-100%$5.2M———
North Dallas Bank & Trust Co
N/A—66,747-66,747-100%$5.1M———
CVA Family Office, LLC
N/A—64,497-64,497-100%$5.0M———
Benjamin Edwards Inc
N/A—64,129-64,129-100%$4.9M———
Horizon Investments, LLC
N/A—63,860-63,860-100%$4.9M———
NerdWallet Wealth Partners, LLC
N/A—63,507-63,507-100%$4.9M———
Summit Trail Advisors, LLC
N/A—63,425-63,425-100%$4.9M———
Modern Wealth Management, LLC
N/A—63,076-63,076-100%$4.9M———
HighMark Wealth Management LLC
N/A—62,399-62,399-100%$4.8M———
Star Financial Bank
N/A—62,136-62,136-100%$4.8M———
Capital Group Private Client Services, Inc.
N/A—62,079-62,079-100%$4.8M———
LaSalle St. Investment Advisors, LLC
N/A—61,835-61,835-100%$4.8M———
Kickstand Ventures, Llc.
N/A—61,747-61,747-100%$4.8M———
Sachetta, LLC
N/A—60,983-60,983-100%$4.7M———
Cadia Private Client LLC
N/A—60,529-60,529-100%$4.7M———
Greykasell Wealth Strategies, Inc.
N/A—60,353-60,353-100%$4.7M———
River Wealth Advisors LLC
N/A—59,871-59,871-100%$4.6M———
Kera Capital Partners, Inc.
N/A—59,829-59,829-100%$4.6M———
Private Capital Management, LLC
N/A—59,827-59,827-100%$4.6M———
Rothschild Capital Partners, LLC
N/A—59,132-59,132-100%$4.6M———
Headinvest, LLC
N/A—59,066-59,066-100%$4.6M———
Stratos Wealth Advisors, LLC
N/A—58,000-58,000-100%$4.5M———
Capital Advisor Network LLC
N/A—57,930-57,930-100%$4.5M———
Ames National Corp
N/A—57,891-57,891-100%$4.5M———
Coppell Advisory Solutions LLC
N/A—57,357-57,357-100%$3.1M———
Dakota Wealth Management
N/A—57,324-57,324-100%$4.4M———
Providence Capital Advisors, LLC
N/A—57,128-57,128-100%$4.4M———
Clarendon Private LLC
N/A—56,968-56,968-100%$4.4M———
Palisade Capital Management, LP
N/A—56,403-56,403-100%$4.3M———
HM Payson & Co
N/A—56,008-56,008-100%$4.3M———
Stelac Advisory Services LLC
N/A—55,743-55,743-100%$4.3M———
Lbmc Investment Advisors, LLC
N/A—55,708-55,708-100%$4.3M———
BBR Partners, LLC
N/A—55,688-55,688-100%$4.3M———
BFC Planning, Inc.
N/A—55,640-55,640-100%$4.3M———
Susquehanna International Group, LLP
N/A—55,473-55,473-100%$4.3M———
Tudor Investment Corp ET AL
N/A—55,060-55,060-100%$4.2M———
Balanced Wealth Group LLC
N/A—55,043-55,043-100%$4.2M———
Financial Strategies Group, Inc.
N/A—54,944-54,944-100%$4.2M———
Cahill Financial Advisors Inc
N/A—54,692-54,692-100%$4.2M———
Element Wealth, LLC
N/A—54,411-54,411-100%$4.2M———
Counterweight Ventures, LLC
N/A—54,372-54,372-100%$4.2M———
Alpha Capital Advisors Inc
N/A—53,348-53,348-100%$4.1M———
Boston Family Office LLC
N/A—53,019-53,019-100%$4.1M———
Marshall Wace, LLP
N/A—52,200-52,200-100%$4.0M———
QRG Capital Management, Inc.
N/A—52,002-52,002-100%$4.0M———
360 Financial, Inc.
N/A—51,283-51,283-100%$4.0M———
Prosperity Consulting Group, LLC
N/A—50,616-50,616-100%$3.9M———
Boston Research & Management Inc
N/A—49,967-49,967-100%$3.9M———
LOM Asset Management Ltd
N/A—48,714-48,714-100%$3.8M———
Wrapmanager Inc
N/A—48,601-48,601-100%$3.7M———
Caprock Group, LLC
N/A—48,396-48,396-100%$3.7M———
Pitti Group Wealth Management, LLC
N/A—48,078-48,078-100%$3.7M———
Richard W. Paul & Associates, LLC
N/A—47,623-47,623-100%$3.7M———
First Manhattan Co. Llc.
N/A—47,441-47,441-100%$3.7M———
Ausdal Financial Partners, Inc.
N/A—47,125-47,125-100%$3.6M———
MOR Wealth Management, LLC
N/A—46,833-46,833-100%$3.6M———
TRB Wealth Management, LLC
N/A—46,428-46,428-100%$3.6M———
Stephens Inc
N/A—46,408-46,408-100%$3.6M———
Novak & Powell Financial Services, Inc.
N/A—46,313-46,313-100%$3.6M———
Hilltop Partners LLC
N/A—46,157-46,157-100%$3.6M———
Hills Bank & Trust Co
N/A—45,428-45,428-100%$3.5M———
Ensign Peak Advisors, Inc
N/A—45,369-45,369-100%$3.5M———
Perennial Investment Advisors, LLC
N/A—45,021-45,021-100%$3.5M———
Meridian Wealth Advisors, LLC
N/A—44,528-44,528-100%$3.4M———
Two Sigma Securities, LLC
N/A—44,139-44,139-100%$3.4M———
Forefront Wealth Partners, LLC
N/A—43,714-43,714-100%$3.4M———
Brightwater Advisory LLC
N/A—43,656-43,656-100%$3.4M———
Nicolet Bankshares Inc
N/A—43,592-43,592-100%$3.4M———
Steigerwald, Gordon & Koch Inc.
N/A—43,483-43,483-100%$3.4M———
SOA Wealth Advisors, Llc.
N/A—43,413-43,413-100%$3.3M———
Novare Capital Management LLC
N/A—42,969-42,969-100%$3.3M———
RIK Saylor Financial, Inc.
N/A—42,387-42,387-100%$3.3M———
Vista Investment Management
N/A—42,348-42,348-100%$3.3M———
Geneos Wealth Management Inc.
N/A—41,724-41,724-100%$3.2M———
Keystone Financial Group
N/A—41,435-41,435-100%$3.2M———
Forum Private Client Group LLC
N/A—41,215-41,215-100%$3.2M———
Ellevest, Inc.
N/A—41,000-41,000-100%$3.2M———
Fourth Dimension Wealth, LLC
N/A—40,318-40,318-100%$3.1M———
Operose Advisors LLC
N/A—40,318-40,318-100%$3.1M———
Chilton Investment Co Inc.
N/A—40,215-40,215-100%$3.1M———
Bridgewater Advisors Inc.
N/A—40,037-40,037-100%$3.0M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—39,661-39,661-100%$3.1M———
Coastal Bridge Advisors, LLC
N/A—39,546-39,546-100%$3.0M———
Bienville Capital Management, LLC
N/A—39,210-39,210-100%$3.0M———
Sandhill Capital Partners LLC
N/A—39,100-39,100-100%$3.0M———
Silver OAK Securities, Incorporated
N/A—39,022-39,022-100%$3.0M———
Smartleaf Asset Management LLC
N/A—38,957-38,957-100%$3.0M———
Wealth Alliance, LLC
N/A—38,780-38,780-100%$3.0M———
Massachusetts Financial Services Co
N/A—38,694-38,694-100%$3.0M———
GW&K Investment Management, LLC
N/A—38,573-38,573-100%$3.0M———
SouthState Bank Corp
N/A—38,525-38,525-100%$3.0M———
Nuveen, LLC
N/A—37,971-37,971-100%$2.9M———
Corsicana & Co.
N/A—37,774-37,774-100%$2.9M———
Arbor Trust Wealth Advisors, LLC
N/A—37,771-37,771-100%$2.9M———
CoreFirst Bank & Trust
N/A—37,596-37,596-100%$2.9M———
Range Advisory, LLC
N/A—37,578-37,578-100%$2.9M———
Amara Financial, Llc.
N/A—37,559-37,559-100%$2.9M———
Beto Financial Group, LLC
N/A—37,078-37,078-100%$2.8M———
Astoria Strategic Wealth, Inc.
N/A—36,942-36,942-100%$2.8M———
Gilbert & Cook, Inc.
N/A—36,887-36,887-100%$2.8M———
Spirepoint Private Client, LLC
N/A—36,677-36,677-100%$2.8M———
Oxford Financial Group, Ltd. LLC
N/A—36,482-36,482-100%$2.8M———
Stock Yards Bank & Trust Co
N/A—36,215-36,215-100%$2.8M———
TRU Independence Asset Management 2, LLC
N/A—35,921-35,921-100%$2.8M———
FAS Wealth Partners, Inc.
N/A—35,724-35,724-100%$2.8M———
FLC Capital Advisors
N/A—35,607-35,607-100%$2.7M———
NorthRock Partners, LLC
N/A—35,138-35,138-100%$2.7M———
Broadview Financial Management, LLC
N/A—35,110-35,110-100%$2.7M———
Tiemann Investment Advisors, LLC
N/A—35,044-35,044-100%$2.7M———
WorthPointe, LLC
N/A—34,409-34,409-100%$2.7M———
GeoWealth Management, LLC
N/A—34,383-34,383-100%$2.7M———
Freestone Capital Holdings, LLC
N/A—34,208-34,208-100%$2.6M———
Marble Wealth, LLC
N/A—33,830-33,830-100%$2.6M———
Fiducient Advisors LLC
N/A—33,655-33,655-100%$2.6M———
Cambria Investment Management, L.P.
N/A—33,639-33,639-100%$2.6M———
Cofg Advisors, LLC
N/A—33,517-33,517-100%$2.6M———
WFA of San Diego, LLC
N/A—33,288-33,288-100%$2.6M———
North Star Asset Management Inc
N/A—33,177-33,177-100%$2.6M———
Hirtle & Co., LLC
N/A—33,019-33,019-100%$2.5M———
IFC Advisors LLC
N/A—32,434-32,434-100%$2.5M———
Foundations Investment Advisors, LLC
N/A—32,186-32,186-100%$2.5M———
Lcnb Corp
N/A—32,148-32,148-100%$2.5M———
Rialto Wealth Management, LLC
N/A—32,096-32,096-100%$2.5M———
Zhang Financial LLC
N/A—31,796-31,796-100%$2.5M———
Fort Point Capital Partners LLC
N/A—31,687-31,687-100%$2.4M———
Thoroughbred Financial Services, LLC
N/A—31,550-31,550-100%$2.4M———
Garden State Investment Advisory Services LLC
N/A—31,479-31,479-100%$2.4M———
Azimuth Capital Investment Management LLC
N/A—31,060-31,060-100%$2.4M———
Axis Wealth Partners, LLC
N/A—30,969-30,969-100%$2.4M———
Dearborn Partners LLC
N/A—30,926-30,926-100%$2.4M———
Price T Rowe Associates Inc
N/A—30,731-30,731-100%$2.4M———
Burling Wealth Partners, LLC
N/A—30,353-30,353-100%$2.3M———
Invesco Ltd.
N/A—30,120-30,120-100%$2.3M———
Second Line Capital, LLC
N/A—30,005-30,005-100%$2.3M———
Continuum Advisory, LLC
N/A—29,960-29,960-100%$2.3M———
Independent Advisor Alliance
N/A—29,950-29,950-100%$2.3M———
Berkshire Asset Management LLC
N/A—29,456-29,456-100%$2.3M———
Empower Advisory Group, LLC
N/A—29,062-29,062-100%$2.2M———
NorthStar Asset Management LLC
N/A—28,937-28,937-100%$47.3K———
Teachers Insurance & Annuity Association of America
N/A—28,519-28,519-100%$2.2M———
Citizens Business Bank
N/A—28,421-28,421-100%$2.2M———
VeraBank, N.A.
N/A—28,017-28,017-100%$2.2M———
K.J. Harrison & Partners Inc
N/A—28,000-28,000-100%$2.2M———
HTG Investment Advisors, Inc.
N/A—27,785-27,785-100%$2.1M———
Trustmark Bank Trust Department
N/A—27,770-27,770-100%$2.1M———
Guardian Wealth Advisors, LLC / NC
N/A—27,436-27,436-100%$2.1M———
Marco Investment Management LLC
N/A—26,955-26,955-100%$2.1M———
Vawter Financial, Ltd.
N/A—26,942-26,942-100%$2.1M———
Proactive Wealth Strategies LLC
N/A—26,580-26,580-100%$2.0M———
AFT, Forsyth & Company, Inc.
N/A—26,554-26,554-100%$2.0M———
Pacific Point Advisors, LLC
N/A—26,256-26,256-100%$2.0M———
Orion Capital Management LLC
N/A—25,780-25,780-100%$2.0M———
Pursuit Wealth Strategies, LLC
N/A—25,576-25,576-100%$2.0M———
Bearing Point Capital, LLC
N/A—24,800-24,800-100%$1.9M———
PFG Investments, LLC
N/A—24,644-24,644-100%$1.9M———
Pointe Capital Management LLC
N/A—24,617-24,617-100%$1.9M———
Arete Wealth Advisors, LLC
N/A—24,450-24,450-100%$1.9M———
Mmbg Investment Advisors Co.
N/A—24,295-24,295-100%$1.9M———
Severin Investments, LLC
N/A—24,194-24,194-100%$1.9M———
Pine Valley Investments Ltd Liability Co
N/A—24,048-24,048-100%$1.9M———
Invst, LLC
N/A—23,812-23,812-100%$1.8M———
American Wealth Advisors, LLC
N/A—23,781-23,781-100%$1.8M———
Everpar Advisors LLC
N/A—23,769-23,769-100%$1.8M———
Madden Advisory Services, Inc.
N/A—23,224-23,224-100%$1.8M———
Cambient Family Office, LLC
N/A—23,096-23,096-100%$1.8M———
Octavia Wealth Advisors, LLC
N/A—22,978-22,978-100%$1.8M———
Vanguard Personalized Indexing Management, LLC
N/A—22,961-22,961-100%$1.8M———
Wilshire Advisors LLC
N/A—22,862-22,862-100%$1.8M———
Orcam Financial Group
N/A—22,847-22,847-100%$1.8M———
Glassman Wealth Services
N/A—22,813-22,813-100%$1.8M———
Clark Capital Management Group, Inc.
N/A—22,757-22,757-100%$1.8M———
Maxele Advisors, LLC
N/A—22,090-22,090-100%$1.7M———
Insigneo Advisory Services, LLC
N/A—22,034-22,034-100%$1.7M———
Millennium Management LLC
N/A—21,926-21,926-100%$1.7M———
Miller Capital Partners, Inc.
N/A—21,714-21,714-100%$1.7M———
Strathmore Capital Advisors, Inc.
N/A—21,639-21,639-100%$1.6M———
Texas Yale Capital Corp.
N/A—21,441-21,441-100%$1.7M———
Tower Bridge Advisors
N/A—21,385-21,385-100%$1.6M———
Gateway Wealth Partners, LLC
N/A—21,361-21,361-100%$1.6M———
MWA Asset Management
N/A—21,208-21,208-100%$1.6M———
Greenwich Wealth Management LLC
N/A—21,075-21,075-100%$1.6M———
Manhattan West Asset Management, LLC
N/A—21,003-21,003-100%$1.6M———
Cbiz Investment Advisory Services, LLC
N/A—20,952-20,952-100%$1.4M———
SEI Investments Co
N/A—20,931-20,931-100%$1.6M———
Landing Point Financial Group, LLC
N/A—20,693-20,693-100%$1.6M———
Spinnaker Trust
N/A—20,652-20,652-100%$1.6M———
IMA Advisory Services, Inc.
N/A—20,540-20,540-100%$1.6M———
GWN Securities Inc.
N/A—20,405-20,405-100%$1.6M———
Prudential Financial Inc
N/A—20,300-20,300-100%$1.6M———
SGL Investment Advisors, Inc.
N/A—20,153-20,153-100%$1.6M———
Presper Financial Architects, LLC
N/A—20,073-20,073-100%$1.5M———
Invictus Private Wealth, LLC
N/A—19,902-19,902-100%$1.5M———
Tudor Financial Inc.
N/A—19,467-19,467-100%$1.5M———
First National Advisers, LLC
N/A—19,452-19,452-100%$1.5M———
NCM Capital Management, LLC
N/A—19,139-19,139-100%$1.5M———
Inspire Advisors, LLC
N/A—19,102-19,102-100%$1.5M———
First Foundation Advisors
N/A—19,019-19,019-100%$1.5M———
One Wealth Advisors, LLC
N/A—18,993-18,993-100%$1.5M———
Ethos Financial Group, LLC
N/A—18,814-18,814-100%$1.4M———
Disciplined Investments, LLC
N/A—18,587-18,587-100%$1.4M———
Latko Wealth Management, Ltd.
N/A—18,485-18,485-100%$1.4M———
JMG Financial Group, Ltd.
N/A—18,227-18,227-100%$1.4M———
Keating Financial Advisory Services, Inc.
N/A—18,222-18,222-100%$1.4M———
Squarepoint Ops LLC
N/A—18,202-18,202-100%$1.4M———
Bernard Wealth Management Corp.
N/A—18,136-18,136-100%$1.4M———
Empirical Asset Management, LLC
N/A—17,915-17,915-100%$1.4M———
Vanguard Advisers Inc
N/A—17,891-17,891-100%$1.4M———
Allie Family Office LLC
N/A—17,068-17,068-100%$1.3M———
Lakeridge Wealth Management LLC
N/A—17,031-17,031-100%$1.3M———
Wealthspan Partners, LLC
N/A—17,010-17,010-100%$1.3M———
Garrison Point Advisors, LLC
N/A—17,005-17,005-100%$1.3M———
First National Bank & Trust Co of Newtown
N/A—16,993-16,993-100%$1.3M———
Kovack Advisors, Inc.
N/A—16,917-16,917-100%$1.3M———
BCS Private Wealth Management, Inc.
N/A—16,760-16,760-100%$1.3M———
Round Rock Advisors LLC
N/A—16,676-16,676-100%$1.3M———
Magnolia Capital Advisors LLC
N/A—16,490-16,490-100%$1.3M———
Performance Wealth Partners, LLC
N/A—16,329-16,329-100%$1.3M———
Clearbridge Investments, LLC
N/A—16,231-16,231-100%$1.3M———
Independent Family Office, LLC
N/A—16,040-16,040-100%$1.2M———
Daner Wealth Management, LLC
N/A—15,700-15,700-100%$1.2M———
CCG Wealth Management, LLC
N/A—15,681-15,681-100%$1.2M———
Basepoint Wealth LLC
N/A—15,439-15,439-100%$1.2M———
Venturi Wealth Management, LLC
N/A—15,345-15,345-100%$1.2M———
HFG Advisors, Inc.
N/A—15,313-15,313-100%$1.2M———
Ameriflex Group, Inc.
N/A—15,251-15,251-100%$1.2M———
HHM Wealth Advisors, LLC
N/A—15,188-15,188-100%$1.2M———
Hollencrest Capital Management
N/A—15,181-15,181-100%$1.2M———
SG Americas Securities, LLC
N/A—15,010-15,010-100%$1.2M———
Clarity Financial LLC
N/A—14,976-14,976-100%$1.2M———
Symphony Financial Services, Inc.
N/A—14,952-14,952-100%$1.2M———
Douglass Winthrop Advisors, LLC
N/A—14,920-14,920-100%$1.2M———
OneAscent Financial Services LLC
N/A—14,794-14,794-100%$1.1M———
Thomasville National Bank
N/A—14,736-14,736-100%$1.1M———
Fortune Financial Advisors, LLC
N/A—14,657-14,657-100%$1.1M———
Vantus Wealth LLC
N/A—14,580-14,580-100%$1.1M———
Lansing Street Advisors
N/A—14,395-14,395-100%$1.1M———
Crews Bank & Trust
N/A—14,187-14,187-100%$1.1M———
Waterloo Capital, L.P.
N/A—14,181-14,181-100%$1.1M———
Colter Lewis Investment Partners LLC
N/A—14,070-14,070-100%$1.1M———
Jane Street Group, LLC
N/A—14,059-14,059-100%$1.1M———
Becker Capital Management Inc
N/A—14,034-14,034-100%$1.1M———
Legacy Wealth Managment, LLC
N/A—13,901-13,901-100%$1.1M———
Continental Investors Services, Inc.
N/A—13,877-13,877-100%$1.1M———
Lavaca Capital LLC
N/A—13,799-13,799-100%$1.1M———
PSI Advisors, LLC
N/A—13,652-13,652-100%$1.1M———
Traub Capital Management LLC
N/A—13,627-13,627-100%$1.1M———
Blue Edge Capital, LLC
N/A—13,572-13,572-100%$1.0M———
Saiph Capital, LLC
N/A—13,454-13,454-100%$1.0M———
Spartan Wealth Advisory Services LLC
N/A—13,410-13,410-100%$1.0M———
Camarda Financial Advisors, LLC
N/A—13,242-13,242-100%$1.0M———
Pacific SUN Financial Corp
N/A—13,101-13,101-100%$1.0M———
Legal & General Group Plc
N/A—13,100-13,100-100%$1.0M———
Exit Wealth Advisors, Llc.
N/A—12,886-12,886-100%$993.7K———
Glen Eagle Advisors, LLC
N/A—12,869-12,869-100%$992.3K———
Hilltop Wealth Advisors, LLC
N/A—12,835-12,835-100%$989.7K———
Pinney & Scofield, Inc.
N/A—12,780-12,780-100%$985.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,750-12,750-100%$983.1K———
Stonebrook Private Inc.
N/A—12,739-12,739-100%$982.3K———
JT Stratford LLC
N/A—12,548-12,548-100%$967.6K———
Proficio Capital Partners LLC
N/A—12,477-12,477-100%$962.1K———
Alerus Financial NA
N/A—12,425-12,425-100%$958.1K———
Talon Private Wealth, LLC
N/A—12,406-12,406-100%$956.7K———
Edgestream Partners, L.P.
N/A—12,388-12,388-100%$955.2K———
Tribridge Partners Financial LLC
N/A—12,359-12,359-100%$939.3K———
Bogart Wealth, LLC
N/A—12,320-12,320-100%$950.0K———
Wealthedge Investment Advisors, LLC
N/A—12,312-12,312-100%$949.4K———
Storgate, LLC
N/A—12,310-12,310-100%$949.2K———
Seneca House Advisors
N/A—12,305-12,305-100%$948.9K———
Cvfg LLC
N/A—12,108-12,108-100%$933.6K———
Sovereign Financial Group, Inc.
N/A—12,041-12,041-100%$928.5K———
IFS Group,LLC
N/A—12,028-12,028-100%$927.5K———
Heritage Trust Co
N/A—12,026-12,026-100%$927.3K———
Capasso Planning Partners LLC
N/A—12,005-12,005-100%$925.7K———
Founders Financial Alliance, LLC
N/A—11,975-11,975-100%$923.4K———
Westmount Partners, LLC
N/A—11,964-11,964-100%$922.6K———
Summitry LLC
N/A—11,869-11,869-100%$915.2K———
Rosenblum Silverman Sutton S F Inc
N/A—11,743-11,743-100%$905.5K———
Conservest Capital Advisors, Inc.
N/A—11,671-11,671-100%$900.0K———
Navellier & Associates Inc
N/A—11,650-11,650-100%$898.3K———
New Republic Capital, LLC
N/A—11,649-11,649-100%$898.2K———
Ironwood Investment Counsel, LLC
N/A—11,580-11,580-100%$893.0K———
Cardiff Park Advisors, LLC
N/A—11,484-11,484-100%$885.5K———
Eight 31 Financial, LLC
N/A—11,475-11,475-100%$884.8K———
Truepoint, Inc.
N/A—11,434-11,434-100%$881.7K———
Xcelsior Advisor Partners LLC
N/A—11,378-11,378-100%$877.4K———
Alta Wealth Advisors LLC
N/A—11,297-11,297-100%$871.1K———
Fairview Capital Investment Management, LLC
N/A—11,165-11,165-100%$861.0K———
Sound View Wealth Advisors Group, LLC
N/A—11,129-11,129-100%$858.2K———
Clarkston Capital Partners, LLC
N/A—11,125-11,125-100%$857.8K———
Steffes Financial, Ltd.
N/A—11,048-11,048-100%$851.9K———
Bragg Financial Advisors, Inc
N/A—11,011-11,011-100%$849.1K———
One Capital Management, LLC
N/A—10,937-10,937-100%$738.6K———
Morris Financial Concepts, Inc.
N/A—10,919-10,919-100%$842.0K———
Checchi Capital Advisers, LLC
N/A—10,806-10,806-100%$833.3K———
Olde Wealth Management, LLC
N/A—10,776-10,776-100%$830.0K———
United Bank
N/A—10,767-10,767-100%$830.2K———
Mairs & Power Inc
N/A—10,756-10,756-100%$829.4K———
New Insight Wealth Advisors
N/A—10,727-10,727-100%$827.2K———
Keystone Financial Services, LLC
N/A—10,613-10,613-100%$818.3K———
Fortis Capital Management LLC
N/A—10,473-10,473-100%$807.6K———
Steelhead Wealth Management LLC
N/A—10,464-10,464-100%$806.0K———
Pgim Custom Harvest LLC
N/A—10,427-10,427-100%$804.0K———
FourThought Financial Partners, LLC
N/A—10,369-10,369-100%$799.6K———
Shufro Rose & Co LLC
N/A—10,335-10,335-100%$796.9K———
Eldridge Investment Advisors, Inc.
N/A—10,263-10,263-100%$791.4K———
FSB Premier Wealth Management, Inc.
N/A—10,256-10,256-100%$790.9K———
Rogco, LP
N/A—10,213-10,213-100%$787.5K———
Legacy Financial Group LLC
N/A—10,145-10,145-100%$782.3K———
Graybill Wealth Management, Ltd.
N/A—10,107-10,107-100%$779.4K———
Koss-Olinger Consulting, LLC
N/A—10,048-10,048-100%$774.8K———
Wealthgarden F.S. LLC
N/A—10,034-10,034-100%$773.7K———
Tyche Wealth Partners LLC
N/A—9,995-9,995-100%$770.7K———
Foster & Motley Inc
N/A—9,965-9,965-100%$768.0K———
WealthShield Partners, LLC
N/A—9,950-9,950-100%$767.2K———
Intentional Wealth Strategies, LLC
N/A—9,891-9,891-100%$762.7K———
Rollins Financial Advisors, LLC
N/A—9,884-9,884-100%$762.2K———
NWK Group, Inc.
N/A—9,881-9,881-100%$761.9K———
Wick Capital Partners, LLC
N/A—9,873-9,873-100%$867.1K———
Mitchell Mcleod Pugh & Williams Inc
N/A—9,813-9,813-100%$756.7K———
Ruggaard & Associates LLC
N/A—9,783-9,783-100%$754.4K———
Wallace Advisory Group, LLC
N/A—9,726-9,726-100%$750.0K———
Roundview Capital LLC
N/A—9,674-9,674-100%$746.0K———
Yarger Wealth Strategies, LLC
N/A—9,626-9,626-100%$728.4K———
Farmers National Bank
N/A—9,549-9,549-100%$736.3K———
Whalerock Point Partners, LLC
N/A—9,528-9,528-100%$734.7K———
LM Advisors LLC
N/A—9,455-9,455-100%$726.0K———
American Money Management, LLC
N/A—9,362-9,362-100%$721.9K———
Athena Investment Management
N/A—9,318-9,318-100%$718.5K———
Pennington Partners & Co., LLC
N/A—9,174-9,174-100%$707.4K———
Goodman Financial Corp
N/A—9,165-9,165-100%$706.7K———
Prasad Wealth Partners, LLC
N/A—9,104-9,104-100%$702.0K———
Indie Asset Partners, LLC
N/A—9,073-9,073-100%$699.6K———
Twin Peaks Wealth Advisors, LLC
N/A—9,060-9,060-100%$698.6K———
Elk River Wealth Management LLC
N/A—9,035-9,035-100%$696.7K———
EQ LLC
N/A—8,933-8,933-100%$688.8K———
Yukon Wealth Management, Inc.
N/A—8,879-8,879-100%$684.8K———
Adaptive Financial Consulting, LLC
N/A—8,683-8,683-100%$669.6K———
Storen Legacy Partners, LLC
N/A—8,663-8,663-100%$668.0K———
Red Door Wealth Management, LLC
N/A—8,618-8,618-100%$664.5K———
Paladin Advisory Group, LLC
N/A—8,583-8,583-100%$661.8K———
Banque Transatlantique SA
N/A—8,535-8,535-100%$658.1K———
Meadowbrook Advisors Group, LLC
N/A—8,478-8,478-100%$653.7K———
Integrated Investment Consultants, LLC
N/A—8,474-8,474-100%$653.5K———
Daybright Advisory Services, Inc.
N/A—8,454-8,454-100%$636.3K———
First Trust Advisors LP
N/A—8,430-8,430-100%$650.1K———
BNP Paribas Financial Markets
N/A—8,379-8,379-100%$646.1K———
Fort Sheridan Advisors LLC
N/A—8,354-8,354-100%$644.2K———
PAX Financial Group, LLC
N/A—8,258-8,258-100%$636.8K———
Old North State Trust, LLC
N/A—8,249-8,249-100%$636.0K———
Motco
N/A—8,217-8,217-100%$633.6K———
Berkeley Capital Partners, LLC
N/A—8,213-8,213-100%$633.3K———
Kirtland Hills Capital Management, LLC
N/A—8,212-8,212-100%$633.2K———
Maridea Wealth Management LLC
N/A—8,117-8,117-100%$625.9K———
Strategic Financial Partners, Ltd.
N/A—8,046-8,046-100%$620.4K———
Panoramic Investment Advisors, LLC
N/A—8,019-8,019-100%$618.4K———
First Commonwealth Financial Corp
N/A—7,961-7,961-100%$613.9K———
Liberty Square Wealth Partners LLC
N/A—7,864-7,864-100%$606.4K———
Marshall Financial Group, LLC
N/A—7,822-7,822-100%$603.1K———
Drexel Morgan & Co.
N/A—7,755-7,755-100%$598.0K———
Hantz Financial Services, Inc.
N/A—7,699-7,699-100%$594.0K———
GatePass Capital, LLC
N/A—7,577-7,577-100%$584.3K———
Brookwood Investment Group LLC
N/A—7,499-7,499-100%$578.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—7,496-7,496-100%$578.0K———
Stokes Family Office, LLC
N/A—7,455-7,455-100%$574.9K———
Oxinas Partners, LLC
N/A—7,360-7,360-100%$567.5K———
Mason Investment Advisory Services, Inc.
N/A—7,321-7,321-100%$564.5K———
Wealth Management Associates, Inc.
N/A—7,265-7,265-100%$560.2K———
Baltimore-Washington Financial Advisors, Inc.
N/A—7,245-7,245-100%$558.7K———
WNY Asset Management, LLC
N/A—7,215-7,215-100%$556.4K———
EFG International AG
N/A—7,052-7,052-100%$543.8K———
Caitlin John, LLC
N/A—6,993-6,993-100%$539.3K———
Prime Buchholz LLC
N/A—6,981-6,981-100%$538.3K———
Holderness Investments Co
N/A—6,965-6,965-100%$537.1K———
Resurgent Financial Advisors LLC
N/A—6,899-6,899-100%$532.0K———
Klingenstein Fields & Co LP
N/A—6,868-6,868-100%$529.6K———
Haverford Financial Services, Inc.
N/A—6,836-6,836-100%$527.1K———
Mason & Associates Inc
N/A—6,805-6,805-100%$524.7K———
Hobbs Group Advisors, LLC
N/A—6,742-6,742-100%$519.9K———
ST Germain D J Co Inc
N/A—6,740-6,740-100%$519.7K———
Tradition Wealth Management, LLC
N/A—6,691-6,691-100%$515.9K———
Peak Asset Management, LLC
N/A—6,675-6,675-100%$514.7K———
Chancellor Financial Group WB LP
N/A—6,623-6,623-100%$510.7K———
Regatta Research & Money Management
N/A—6,610-6,610-100%$509.6K———
Synergy Investment Management, LLC
N/A—6,602-6,602-100%$507.6K———
National Bank of Canada
N/A—6,540-6,540-100%$498.9K———
Dopkins Wealth Management, LLC
N/A—6,535-6,535-100%$503.9K———
Edmond de Rothschild Holding S.A.
N/A—6,522-6,522-100%$502.9K———
Freedom Investment Management, Inc.
N/A—6,474-6,474-100%$499.2K———
Strategies Wealth Advisors, LLC
N/A—6,403-6,403-100%$493.7K———
Peregrine Asset Advisers, Inc.
N/A—6,322-6,322-100%$487.5K———
Requisite Capital Management, LLC
N/A—6,273-6,273-100%$483.7K———
Signet Private Wealth LLC
N/A—6,212-6,212-100%$479.0K———
One Wealth Management Investment & Advisory Services, LLC
N/A—6,114-6,114-100%$471.5K———
Pinnacle Family Advisors, LLC
N/A—6,064-6,064-100%$467.6K———
Plum Street Advisors, LLC
N/A—5,997-5,997-100%$462.4K———
Faithward Advisors, LLC
N/A—5,979-5,979-100%$461.1K———
Phillips Wealth Planners LLC
N/A—5,938-5,938-100%$448.1K———
Millstone Evans Group, LLC
N/A—5,929-5,929-100%$457.2K———
Financial Life Planners
N/A—5,893-5,893-100%$454.4K———
Osborne Partners Capital Management, LLC
N/A—5,890-5,890-100%$454.2K———
Cloud Capital Management, LLC
N/A—5,862-5,862-100%$451.0K———
Port Capital LLC
N/A—5,819-5,819-100%$448.7K———
Aristotle Capital Boston, LLC
N/A—5,807-5,807-100%$447.8K———
Advance Capital Management, Inc.
N/A—5,790-5,790-100%$446.5K———
Legacy Financial Advisors, Inc.
N/A—5,778-5,778-100%$445.5K———
Houlihan Financial Resource Group, Ltd.
N/A—5,755-5,755-100%$443.8K———
Main Street Financial Solutions, LLC
N/A—5,730-5,730-100%$441.9K———
Aberdeen Wealth Management LLC
N/A—5,725-5,725-100%$441.5K———
Oxbow Advisors, LLC
N/A—5,725-5,725-100%$441.5K———
Naviter Wealth, LLC
N/A—5,710-5,710-100%$440.3K———
City National Bank of Florida
N/A—5,691-5,691-100%$438.8K———
Schnieders Capital Management, Llc.
N/A—5,664-5,664-100%$436.8K———
SHP Wealth Management
N/A—5,612-5,612-100%$432.7K———
Sharp Wealth Advisory, LLC
N/A—5,553-5,553-100%$428.2K———
Dimension Capital Management LLC
N/A—5,400-5,400-100%$416.4K———
Emerald Investment Advisers, LLC
N/A—5,385-5,385-100%$415.2K———
Mattson Financial Services, LLC
N/A—5,368-5,368-100%$407.9K———
Vantage Point Financial LLC
N/A—5,366-5,366-100%$413.8K———
Avalon Trust Co
N/A—5,362-5,362-100%$413.5K———
Barnes Wealth Management Group, Inc
N/A—5,304-5,304-100%$409.0K———
Baldwin Investment Management, LLC
N/A—5,295-5,295-100%$408.3K———
German American Bancorp, Inc.
N/A—5,295-5,295-100%$408.3K———
Anchor Investment Management, LLC
N/A—5,162-5,162-100%$398.0K———
HFR Wealth Management, LLC
N/A—5,160-5,160-100%$397.9K———
Arvest Bank Trust Division
N/A—5,126-5,126-100%$395.3K———
Cornerstone Financial Management LLC
N/A—5,104-5,104-100%$393.6K———
Mrwm Advisors, LLC
N/A—5,087-5,087-100%$392.3K———
TD Capital Management LLC
N/A—5,080-5,080-100%$391.7K———
Byrne Financial Freedom, LLC
N/A—5,043-5,043-100%$388.9K———
Nelson Capital Management, LLC
N/A—5,005-5,005-100%$385.9K———
Bantamac Capital, LLC
N/A—5,000-5,000-100%$385.6K———
Bcwm, LLC
N/A—4,882-4,882-100%$376.5K———
Cascade Financial Partners, LLC
N/A—4,849-4,849-100%$373.9K———
Cedarwood Wealth LLC
N/A—4,791-4,791-100%$369.4K———
Peak Planning Group, LLC
N/A—4,777-4,777-100%$368.4K———
West Michigan Advisors, LLC
N/A—4,774-4,774-100%$368.1K———
Zuckerman Investment Group, LLC
N/A—4,735-4,735-100%$365.1K———
Stillwater Private Wealth, LLC
N/A—4,725-4,725-100%$368———
First American Trust, FSB
N/A—4,715-4,715-100%$363.5K———
Mayport, LLC
N/A—4,671-4,671-100%$360.2K———
Bcgm Wealth Management, LLC
N/A—4,657-4,657-100%$359.1K———
Barnes Pettey Financial Advisors, LLC
N/A—4,645-4,645-100%$358.2K———
Mosaic Family Wealth Partners, LLC
N/A—4,638-4,638-100%$357.7K———
Family Manage LLC
N/A—4,627-4,627-100%$356.8K———
Impact Partnership Wealth, LLC
N/A—4,581-4,581-100%$353.2K———
Bank OZK
N/A—4,558-4,558-100%$351.5K———
Rock Point Advisors, LLC
N/A—4,544-4,544-100%$350.4K———
Beaton Management Co. Inc.
N/A—4,530-4,530-100%$349.0K———
MB Generational Wealth, LLC
N/A—4,522-4,522-100%$348.7K———
Denver Wealth Management, Inc.
N/A—4,488-4,488-100%$346.1K———
Pallas Capital Advisors LLC
N/A—4,466-4,466-100%$344.4K———
Affinity Wealth Management LLC
N/A—4,450-4,450-100%$343.1K———
Coastwise Capital Group, LLC
N/A—4,441-4,441-100%$342.5K———
Potomac Fund Management Inc
N/A—4,419-4,419-100%$340.7K———
Magnolia Private Wealth, LLC
N/A—4,400-4,400-100%$339.3K———
Lifeworks Advisors, LLC
N/A—4,349-4,349-100%$335.4K———
Liberty Wealth Management LLC
N/A—4,340-4,340-100%$293.1K———
Vernal Point Advisors, LLC
N/A—4,320-4,320-100%$333.1K———
Centric Wealth Management
N/A—4,311-4,311-100%$311.9K———
Calton & Associates, Inc.
N/A—4,293-4,293-100%$331.0K———
Alpha Financial Advisors, LLC
N/A—4,221-4,221-100%$325.5K———
Warner Group LLC
N/A—4,216-4,216-100%$325.1K———
Prelude Capital Management, LLC
N/A—4,210-4,210-100%$324.6K———
Drucker Wealth 3.0, LLC
N/A—4,178-4,178-100%$322.2K———
Intellectus Partners, LLC
N/A—4,167-4,167-100%$321.3K———
Mpwm Advisory Solutions, LLC
N/A—4,146-4,146-100%$319.7K———
Strategic Financial Services, Inc.
N/A—4,135-4,135-100%$318.9K———
J Hagan Capital, Inc.
N/A—4,117-4,117-100%$317.5K———
Sequent Planning LLC
N/A—4,112-4,112-100%$317.1K———
Winthrop Partners - WNY, LLC
N/A—4,090-4,090-100%$315.4K———
Medallion Wealth Advisors, LLC
N/A—4,078-4,078-100%$314.5K———
BTC Capital Management, Inc.
N/A—4,051-4,051-100%$312.4K———
Buffalo Business & Estate Services LTD
N/A—4,050-4,050-100%$312.3K———
Summit Wealth & Retirement Planning, Inc.
N/A—4,025-4,025-100%$310.4K———
N.E.W. Advisory Services LLC
N/A—4,021-4,021-100%$310.1K———
Trailhead Planners LLC
N/A—4,000-4,000-100%$308.4K———
DV Trading LLC
N/A—3,981-3,981-100%$307.0K———
Stonebridge Capital Advisors LLC
N/A—3,937-3,937-100%$303.6K———
Gamco Investors, Inc. ET AL
N/A—3,936-3,936-100%$303.5K———
Vident Advisory, LLC
N/A—3,904-3,904-100%$301.1K———
Aegis Wealth Management LLC
N/A—3,900-3,900-100%$300.7K———
Keebeck Wealth Management
N/A—3,850-3,850-100%$296.9K———
Dunhill Financial, LLC
N/A—3,850-3,850-100%$296.9K———
Summit Wealth Group, LLC
N/A—3,850-3,850-100%$296.9K———
Clare Market Investments LLC
N/A—3,825-3,825-100%$294.9K———
Planning Directions Inc
N/A—3,786-3,786-100%$291.9K———
O'rourke & Company, Inc
N/A—3,781-3,781-100%$291.6K———
Hall Capital Management Co Inc
N/A—3,750-3,750-100%$289.2K———
Spwm Advisors LLC
N/A—3,733-3,733-100%$282.0K———
Topsail Wealth Management, LLC
N/A—3,731-3,731-100%$287.7K———
Van Hulzen Asset Management, LLC
N/A—3,685-3,685-100%$284.2K———
WPWealth LLP
N/A—3,669-3,669-100%$282.9K———
One Charles Private Wealth Services, LLC
N/A—3,650-3,650-100%$281.5K———
CNB Bank
N/A—3,591-3,591-100%$276.9K———
CM Wealth Advisors LLC
N/A—3,588-3,588-100%$276.7K———
Ballast Advisors LLC
N/A—3,560-3,560-100%$274.5K———
Berger Financial Group, Inc
N/A—3,550-3,550-100%$273.8K———
Capstone Financial Advisors, Inc.
N/A—3,545-3,545-100%$273.3K———
Tulsa Wealth Advisors, Inc
N/A—3,536-3,536-100%$272.7K———
SageGuard Financial Group, LLC
N/A—3,511-3,511-100%$270.8K———
Icon Wealth Advisors, LLC
N/A—3,511-3,511-100%$270.8K———
Apriem Advisors
N/A—3,500-3,500-100%$269.9K———
Brogan Financial, Inc.
N/A—3,494-3,494-100%$269.4K———
Meeder Advisory Services, Inc.
N/A—3,473-3,473-100%$267.8K———
Reliant Wealth Planning
N/A—3,418-3,418-100%$263.6K———
Palisades Hudson Asset Management, L.P.
N/A—3,373-3,373-100%$260.0K———
Wealthfront Advisers LLC
N/A—3,354-3,354-100%$258.6K———
Bravera Wealth
N/A—3,346-3,346-100%$258.0K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,344-3,344-100%$257.8K———
Strategic Financial Planning, Inc.
N/A—3,338-3,338-100%$257.4K———
Frazier Financial Advisors, LLC
N/A—3,310-3,310-100%$255.2K———
LeClair Wealth Partners LLC
N/A—3,309-3,309-100%$255.2K———
Synergy Financial Group, LTD
N/A—3,284-3,284-100%$253.2K———
Aspen Capital Management, LLC
N/A—3,283-3,283-100%$253.2K———
Mustico Financial Group, Inc.
N/A—3,272-3,272-100%$247.9K———
Monograph Wealth Advisors, LLC
N/A—3,231-3,231-100%$249.2K———
Aspire Growth Partners LLC
N/A—3,213-3,213-100%$247.8K———
Compass Capital Corp
N/A—3,200-3,200-100%$248.8K———
Bridgewealth Advisory Group, LLC
N/A—3,183-3,183-100%$245.4K———
Snowwater Investment Partners, LLC
N/A—3,164-3,164-100%$243.9K———
Golden Road Advisors LLC
N/A—3,153-3,153-100%$243.1K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,134-3,134-100%$241.7K———
Webster Bank, N. A.
N/A—3,010-3,010-100%$232.1K———
Sittner & Nelson, LLC
N/A—3,004-3,004-100%$231.6K———
Main Management LLC
N/A—3,000-3,000-100%$231.0K———
Roehl & Yi Investment Advisors, LLC
N/A—3,000-3,000-100%$231.3K———
Brendel Financial Advisors LLC
N/A—3,000-3,000-100%$231.3K———
MJP Associates Inc
N/A—2,985-2,985-100%$230.1K———
Orographic Financial Advisors, LLC
N/A—2,968-2,968-100%$231.0K———
Team Hewins, LLC
N/A—2,962-2,962-100%$228.4K———
Seneschal Advisors, LLC
N/A—2,950-2,950-100%$227.5K———
Resolute Wealth Strategies, LLC
N/A—2,949-2,949-100%$227.4K———
White Pine Capital LLC
N/A—2,947-2,947-100%$227.2K———
Aventura Private Wealth, LLC
N/A—2,931-2,931-100%$226.0K———
Prestige Wealth Management Group LLC
N/A—2,925-2,925-100%$225.5K———
Bank of the Bluegrass & Trust Co.
N/A—2,915-2,915-100%$209.7K———
Fiduciary Wealth Partners, LLC
N/A—2,897-2,897-100%$223.4K———
Cannon Wealth Management Services, LLC
N/A—2,876-2,876-100%$221.8K———
Osbon Capital Management LLC
N/A—2,825-2,825-100%$217.8K———
Capstone Wealth Management, Inc.
N/A—2,795-2,795-100%$214.9K———
Gentry Private Wealth, LLC
N/A—2,764-2,764-100%$213.1K———
Black Swift Group, LLC
N/A—2,750-2,750-100%$212.1K———
Shelton Capital Management
N/A—2,750-2,750-100%$212.1K———
Peak Retirement Planning, Inc.
N/A—2,747-2,747-100%$211.8K———
Rothschild Investment LLC
N/A—2,721-2,721-100%$209.8K———
Menard Financial Group LLC
N/A—2,705-2,705-100%$208.6K———
Tiaa Wealth Investment Management LLC
N/A—2,700-2,700-100%$206.6K———
Strive Financial Group,LLC
N/A—2,693-2,693-100%$207.7K———
Schroder Investment Management Group
N/A—2,690-2,690-100%$207.4K———
Allium Financial Advisors, LLC
N/A—2,645-2,645-100%$204.0K———
Abound Financial, LLC
N/A—2,642-2,642-100%$203.7K———
PCM Encore, LLC
N/A—2,641-2,641-100%$203.6K———
Hopwood Nicholas Hunter
N/A—2,619-2,619-100%$202.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,610-2,610-100%$201.3K———
Wealth Management Strategies, Inc.
N/A—2,599-2,599-100%$200.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,575-2,575-100%$198.6K———
one8zero8, LLC
N/A—2,500-2,500-100%$192.8K———
WealthCollab, LLC
N/A—2,420-2,420-100%$186.6K———
Manning & Napier Advisors LLC
N/A—2,250-2,250-100%$173.5K———
Financial Gravity Companies, Inc.
N/A—2,226-2,226-100%$171.6K———
Tanglewood Legacy Advisors, LLC
N/A—2,165-2,165-100%$166.9K———
PlanVest Financial, Inc
N/A—2,135-2,135-100%$164.6K———
Walsh & Associates, LLC
N/A—2,104-2,104-100%$162.2K———
Roble, Belko & Company, Inc
N/A—2,044-2,044-100%$158.0K———
Vision Retirement, LLC
N/A—2,005-2,005-100%$154.6K———
Delos Wealth Advisors, LLC
N/A—2,000-2,000-100%$154.2K———
C M Bidwell & Associates LTD
N/A—1,980-1,980-100%$152.7K———
Integrity Financial Corp
N/A—1,963-1,963-100%$151.3K———
Copia Wealth Management
N/A—1,945-1,945-100%$150.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,872-1,872-100%$144.4K———
Tidemark, LLC
N/A—1,839-1,839-100%$141.8K———
JDM Financial Group LLC
N/A—1,815-1,815-100%$140.0K———
Quantum Portfolio Management LLC
N/A—1,731-1,731-100%$133.5K———
Strategic Wealth Partners, Ltd.
N/A—1,687-1,687-100%$130.1K———
Napier Financial, LLC
N/A—1,654-1,654-100%$127.5K———
Darwin Wealth Management, LLC
N/A—1,632-1,632-100%$125.9K———
Meramec Financial Planners, LLC
N/A—1,584-1,584-100%$120.4K———
Elgethun Capital Management
N/A—1,581-1,581-100%$121.9K———
S&T Bank
N/A—1,571-1,571-100%$121.1K———
Sankala Group LLC
N/A—1,460-1,460-100%$113.0K———
Atlas Capital Advisors Inc.
N/A—1,438-1,438-100%$110.9K———
McMillan Office, Inc.
N/A—1,425-1,425-100%$109.9K———
Cetera Trust Company, N.a
N/A—1,424-1,424-100%$109.8K———
Strategic Investment Advisors / MI
N/A—1,376-1,376-100%$106.1K———
Nova Wealth Management, Inc.
N/A—1,278-1,278-100%$98.5K———
Basecamp Wealth Advisors LLC
N/A—1,174-1,174-100%$90.6K———
Highland Investment Advisors LLC
N/A—1,124-1,124-100%$86.7K———
Ogorek Anthony Joseph
N/A—1,057-1,057-100%$81.0K———
Beaird Harris Wealth Management, LLC
N/A—987-987-100%$76.1K———
Burnham & Co LLC
N/A—980-980-100%$75.6K———
PIN OAK Investment Advisors Inc
N/A—973-973-100%$75.0K———
Index Technologies Group LLC
N/A—958-958-100%$73.9K———
Graney & King, LLC
N/A—918-918-100%$70.8K———
Howe & Rusling Inc
N/A—877-877-100%$67.6K———
Dixon Mitchell Investment Counsel Inc.
N/A—875-875-100%$67.5K———
Truvestments Capital LLC
N/A—837-837-100%$121.5K———
RED Reef Advisors LLC
N/A—813-813-100%$62.7K———
Harborfront Financial Group LLC
N/A—765-765-100%$59.0K———
Ankerstar Wealth, LLC
N/A—755-755-100%$58.2K———
Raffa Wealth Management, LLC
N/A—728-728-100%$56.1K———
Tripletail Wealth Management, LLC
N/A—710-710-100%$54.0K———
Atomic Invest LLC
N/A—691-691-100%$52.9K———
Quarry LP
N/A—680-680-100%$52.4K———
Delta Asset Management LLC
N/A—665-665-100%$51.3K———
Measured Wealth Private Client Group, LLC
N/A—586-586-100%$45.2K———
Timmons Wealth Management, LLC
N/A—551-551-100%$42.5K———
LRI Investments, LLC
N/A—549-549-100%$42.3K———
Nalls Sherbakoff Group, LLC
N/A—521-521-100%$40.2K———
Silicon Valley Capital Partners
N/A—512-512-100%$39.4K———
Bellevue Asset Management, LLC
N/A—500-500-100%$38.6K———
Kiker Wealth Management, LLC
N/A—474-474-100%$36.6K———
Security National Bank of Sioux City Iowa
N/A—450-450-100%$34.7K———
Mark Sheptoff Financial Planning, LLC
N/A—437-437-100%$33.7K———
Anchor Bay Capital, Inc.
N/A—432-432-100%$33.5K———
Strategic Investment Solutions, Inc.
N/A—405-405-100%$31.2K———
Tradewinds, Llc.
N/A—400-400-100%$763.8K———
Minot DeBlois Advisors LLC
N/A—400-400-100%$30.8K———
Leo H. Evart, Inc.
N/A—382-382-100%$29.5K———
Ramirez Asset Management, Inc.
N/A—375-375-100%$28.9K———
Quent Capital, LLC
N/A—297-297-100%$22.9K———
VSM Wealth Advisory, LLC
N/A—290-290-100%$22.4K———
Wiser Advisor Group LLC
N/A—263-263-100%$20.3K———
Cary Street Partners Investment Advisory LLC
N/A—255-255-100%$19.7K———
Oakmont Advisory Group, LLC
N/A—235-235-100%$18.1K———
Caldwell Sutter Capital, Inc.
N/A—231-231-100%$17.8K———
Front Row Advisors LLC
N/A—230-230-100%$17.9K———
Timbuktu Capital Management, LLC
N/A—219-219-100%$16.9K———
Top Private Wealth Llc.
N/A—206-206-100%$15.9K———
Cheviot Value Management, LLC
N/A—178-178-100%$13.7K———
Kilter Group LLC
N/A—176-176-100%$13.6K———
Longview Financial Advisors LLC
N/A—175-175-100%$13.5K———
Transamerica Financial Advisors, LLC
N/A—136-136-100%$10.5K———
Hamrick Investment Counsel, llc
N/A—106-106-100%$8.2K———
Corient IA LP
N/A—100-100-100%$7.7K———
Parvin Asset Management, LLC
N/A—80-80-100%$6.2K———
Wellington-Altus USA Inc.
N/A—80-80-100%$5.4K———
Heritage Wealth Advisors
N/A—55-55-100%$4.2K———
Game Plan Financial Advisors, LLC
N/A—50-50-100%$3.9K———
Swan Capital LLC
N/A—50-50-100%$3.9K———
Morse Asset Management, Inc
N/A—47-47-100%$3.6K———
Westfuller Advisors, LLC
N/A—36-36-100%$2.8K———
Logan Capital Management Inc
N/A—25-25-100%$1.9K———
Atlantic Private Wealth, LLC
N/A—21-21-100%$1.6K———
Gould Capital, LLC
N/A—16-16-100%$1.2K———
Prosperity Bancshares Inc
N/A—9-9-100%$694———
Luminist Capital LLC
N/A—5-5-100%$386———
Showing 2829 of 2829 institutions