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Ishares Russell 1000 Value E (IWD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares2,193,198 from 2,143,441
Change+49,757 (+2%)
Value$543.8M (+$24.1M)
Filed 2026-10-30
Globalt Investments LLC / GA
DECREASED
Shares1,671,977 from 1,715,696
Change-43,719 (-3%)
Value$414.5M (-$1.4M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares1,510,132 from 1,601,482
Change-91,350 (-6%)
Value$374.4M (-$13.8M)
Filed 2026-11-02
Stairway Partners, LLC
DECREASED
Shares1,317,850 from 1,331,855
Change-14,005 (-1%)
Value$326.7M (+$3.9M)
Filed 2026-10-02
71 West Capital Partners
INCREASED
Shares1,309,718 from 1,306,647
Change+3,071 (+0%)
Value$324.7M (+$7.9M)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares1,297,438 from 1,172,263
Change+125,175 (+11%)
Value$321.7M (+$37.5M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares1,098,231 from 1,152,535
Change-54,304 (-5%)
Value$272.3M (-$7.1M)
Filed 2026-11-05
Oakworth Capital, Inc.
DECREASED
Shares877,263 from 877,912
Change-649 (0%)
Value$217.5M (+$4.1M)
Filed 2026-10-26
Waldron Private Wealth LLC
DECREASED
Shares837,362 from 853,400
Change-16,038 (-2%)
Value$207.6M (+$717.1K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED
Shares829,092 from 807,045
Change+22,047 (+3%)
Value$205.6M (+$9.9M)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares794,654 from 793,380
Change+1,274 (+0%)
Value$197.0M (+$4.7M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares676,635 from 786,854
Change-110,219 (-14%)
Value$167.8M (-$23.0M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares500,218 from 509,090
Change-8,872 (-2%)
Value$124.0M (+$600.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares498,898 from 494,171
Change+4,727 (+1%)
Value$125.7M (+$3.7M)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares437,948 from 442,652
Change-4,704 (-1%)
Value$108.6M (+$1.3M)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares415,416 from 404,733
Change+10,683 (+3%)
Value$103.0M (+$4.9M)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED
Shares400,379 from 407,487
Change-7,108 (-2%)
Value$99.3M (+$479.0K)
Filed 2026-10-27
Marquette Asset Management, LLC
DECREASED
Shares396,744 from 397,757
Change-1,013 (0%)
Value$98.4M (+$1.9M)
Filed 2026-10-09
Stephens Group Asset Management, LLC
DECREASED
Shares394,433 from 428,133
Change-33,700 (-8%)
Value$97.8M (-$6.0M)
Filed 2026-10-09
Landaas & Co
INCREASED
Shares392,238 from 385,177
Change+7,061 (+2%)
Value$97.2M (+$3.9M)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
DECREASED
Shares373,720 from 395,280
Change-21,560 (-5%)
Value$92.7M (-$3.2M)
Filed 2026-10-15
Modera Wealth Management, LLC
DECREASED
Shares355,595 from 359,145
Change-3,550 (-1%)
Value$88.2M (+$1.1M)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares339,767 from 321,271
Change+18,496 (+6%)
Value$84.3M (+$6.4M)
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares320,407 from 364,575
Change-44,168 (-12%)
Value$79.4M (-$8.9M)
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares319,882 from 332,274
Change-12,392 (-4%)
Value$79.3M (-$1.2M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares288,174 from 284,963
Change+3,211 (+1%)
Value$71.4M (+$2.4M)
Filed 2026-11-04
First Business Financial Services, Inc.
DECREASED
Shares264,391 from 265,835
Change-1,444 (-1%)
Value$65.6M (+$1.1M)
Filed 2026-10-29
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares263,706 from 259,924
Change+3,782 (+1%)
Value$65.4M (+$2.4M)
Filed 2026-10-22
Beirne Wealth Consulting Services, LLC
DECREASED
Shares261,067 from 271,741
Change-10,674 (-4%)
Value$64.7M (-$1.2M)
Filed 2026-10-19
HB Wealth Management, LLC
INCREASED
Shares250,729 from 244,415
Change+6,314 (+3%)
Value$62.2M (+$2.9M)
Filed 2026-10-23
Paulson Wealth Management Inc.
DECREASED
Shares249,451 from 253,476
Change-4,025 (-2%)
Value$61.8M (+$396.4K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares242,556 from 222,877
Change+19,679 (+9%)
Value$60.1M (+$6.1M)
Filed 2026-10-16
Americana Partners, LLC
INCREASED
Shares235,927 from 213,798
Change+22,129 (+10%)
Value$58.5M (+$6.7M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares227,808 from 229,113
Change-1,305 (-1%)
Value$56.5M (+$936.7K)
Filed 2026-10-30
Relyea Zuckerberg Hanson LLC
DECREASED
Shares205,814 from 215,569
Change-9,755 (-5%)
Value$51.0M (-$1.2M)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares204,636 from 265,552
Change-60,916 (-23%)
Value$50.7M (-$13.6M)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares202,665 from 184,219
Change+18,446 (+10%)
Value$50.2M (+$5.6M)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED
Shares199,975 from 187,828
Change+12,147 (+6%)
Value$49.6M (+$4.0M)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED
Shares196,627 from 196,514
Change+113 (+0%)
Value$48.7M (+$1.1M)
Filed 2026-11-05
Regions Financial Corp
DECREASED
Shares169,669 from 171,512
Change-1,843 (-1%)
Value$42.1M (+$486.4K)
Filed 2026-11-05
Corundum Group, Inc.
UNCHANGED
Shares167,207 from 167,207
Change0 (0%)
Value$41.5M (+$919.6K)
Filed 2026-10-28
CFS Investment Advisory Services, LLC
DECREASED
Shares164,174 from 166,111
Change-1,937 (-1%)
Value$41.3M (+$331.3K)
Filed 2026-10-19
Proathlete Wealth Management LLC
INCREASED
Shares159,629 from 147,043
Change+12,586 (+9%)
Value$39.6M (+$3.9M)
Filed 2026-10-15
Pacific Sage Partners, LLC
DECREASED
Shares158,141 from 164,320
Change-6,179 (-4%)
Value$39.2M (-$628.3K)
Filed 2026-10-21
Midwest Trust Co
INCREASED
Shares157,146 from 155,710
Change+1,436 (+1%)
Value$39.0M (+$1.2M)
Filed 2026-10-22
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares155,598 from 155,137
Change+461 (+0%)
Value$38.6K (+$918)
Filed 2026-10-01
Ryan Investment Management, Inc.
INCREASED
Shares155,226 from 120,376
Change+34,850 (+29%)
Value$38.5M (+$9.3M)
Filed 2026-10-20
Jmac Enterprises LLC
INCREASED
Shares144,360 from 143,943
Change+417 (+0%)
Value$35.8M (+$895.1K)
Filed 2026-10-30
Claro Advisors Inc.
INCREASED
Shares138,385 from 138,046
Change+339 (+0%)
Value$34.3M (+$843.1K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares136,106 from 127,219
Change+8,887 (+7%)
Value$33.7K (-$30.8M)
Filed 2026-11-02
RMR Wealth Builders
DECREASED
Shares132,129 from 136,510
Change-4,381 (-3%)
Value$32.8M (-$335.3K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares130,006 from 129,178
Change+828 (+1%)
Value$32.2K (+$915)
Filed 2026-10-27
FSA Wealth Partners, Inc.
NEW
Shares129,244
Change+129,244
Value$32.0M
Filed 2026-10-26
LWM Advisors Inc
DECREASED
Shares125,487 from 127,487
Change-2,000 (-2%)
Value$31.1M (+$205.3K)
Filed 2026-10-08
Keybank National Association
DECREASED
Shares124,797 from 139,126
Change-14,329 (-10%)
Value$30.9M (-$2.8M)
Filed 2026-11-04
AMG National Trust Bank
INCREASED
Shares123,941 from 121,896
Change+2,045 (+2%)
Value$30.7M (+$1.2M)
Filed 2026-11-05
First Horizon Corp
INCREASED
Shares123,900 from 122,215
Change+1,685 (+1%)
Value$30.7M (+$1.1M)
Filed 2026-10-26
CX Institutional
INCREASED
Shares122,927 from 118,254
Change+4,673 (+4%)
Value$30.5K (+$1.8K)
Filed 2026-10-02
Summa Corp.
INCREASED
Shares119,558 from 18,766
Change+100,792 (+537%)
Value$29.6M (+$25.1M)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares119,480 from 99,228
Change+20,252 (+20%)
Value$29.6M (+$5.6M)
Filed 2026-11-04
Nadler Financial Group, Inc.
DECREASED
Shares118,340 from 119,675
Change-1,335 (-1%)
Value$29.3M (+$327.1K)
Filed 2026-10-23
Simon Quick Advisors, LLC
DECREASED
Shares116,502 from 124,223
Change-7,721 (-6%)
Value$28.9M (-$1.2M)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
INCREASED
Shares110,017 from 99,729
Change+10,288 (+10%)
Value$27.3M (+$3.1M)
Filed 2026-10-27
Fulton Bank, N.A.
DECREASED
Shares108,465 from 109,030
Change-565 (-1%)
Value$26.9M (+$459.6K)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares107,338 from 102,895
Change+4,443 (+4%)
Value$26.6M (+$1.7M)
Filed 2026-10-27
Venture Visionary Partners LLC
DECREASED
Shares106,338 from 107,710
Change-1,372 (-1%)
Value$26.4M (+$252.3K)
Filed 2026-10-07
PFW Advisors LLC
DECREASED
Shares105,963 from 109,904
Change-3,941 (-4%)
Value$26.3M (-$372.6K)
Filed 2026-10-07
TD Private Client Wealth LLC
INCREASED
Shares105,219 from 92,496
Change+12,723 (+14%)
Value$26.1M (+$3.7M)
Filed 2026-10-28
AWM Capital, LLC
DECREASED
Shares104,591 from 104,700
Change-109 (0%)
Value$25.9M (+$549.2K)
Filed 2026-10-16
Investment Partners, Ltd.
INCREASED
Shares104,438 from 56,939
Change+47,499 (+83%)
Value$25.9M (+$12.1M)
Filed 2026-10-29
PW Nova Financial Services LLC
INCREASED
Shares90,543 from 78,713
Change+11,830 (+15%)
Value$22.4M (+$3.4M)
Filed 2026-10-15
Woodard & Co Asset Management Group Inc
DECREASED
Shares89,346 from 93,413
Change-4,067 (-4%)
Value$22.2M (-$494.6K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
DECREASED
Shares85,510 from 87,962
Change-2,452 (-3%)
Value$21.2M (-$124.0K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares83,393 from 86,242
Change-2,849 (-3%)
Value$20.7M (-$232.0K)
Filed 2026-11-03
Noble Family Wealth, LLC
DECREASED
Shares81,511 from 82,217
Change-706 (-1%)
Value$20.2M (+$277.2K)
Filed 2026-10-26
Nestegg Advisors, Inc.
DECREASED
Shares79,648 from 80,035
Change-387 (0%)
Value$19.7M (+$344.3K)
Filed 2026-10-21
Sylvest Advisors, LLC
DECREASED
Shares79,486 from 132,225
Change-52,739 (-40%)
Value$19.7M (-$12.3M)
Filed 2026-10-26
Fund Evaluation Group, LLC
DECREASED
Shares78,395 from 94,280
Change-15,885 (-17%)
Value$19.4M (-$3.4M)
Filed 2026-11-05
RTD Financial Advisors, Inc.
DECREASED
Shares77,821 from 79,264
Change-1,443 (-2%)
Value$19.3M (+$78.0K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares77,151 from 77,208
Change-57 (0%)
Value$19.1M (+$410.6K)
Filed 2026-10-27
Ascent Group, LLC
DECREASED
Shares74,275 from 75,795
Change-1,520 (-2%)
Value$18.4M (+$40.0K)
Filed 2026-10-30
Apella Capital, LLC
INCREASED
Shares72,554 from 69,260
Change+3,294 (+5%)
Value$18.2M (+$1.0M)
Filed 2026-10-08
Summit Wealth Group LLC / Co
DECREASED
Shares71,937 from 79,919
Change-7,982 (-10%)
Value$17.8M (-$1.5M)
Filed 2026-10-29
Willis Johnson Wealth, Inc.
DECREASED
Shares70,789 from 72,762
Change-1,973 (-3%)
Value$17.6M (-$89.1K)
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares70,320 from 71,478
Change-1,158 (-2%)
Value$17.4M (+$106.0K)
Filed 2026-10-29
Ballast, Inc.
DECREASED
Shares70,071 from 74,114
Change-4,043 (-5%)
Value$17.4M (-$595.0K)
Filed 2026-10-20
Sonata Capital Group Inc
DECREASED
Shares67,541 from 67,587
Change-46 (0%)
Value$16.7M (+$360.2K)
Filed 2026-10-19
Berman McAleer LLC
DECREASED
Shares66,933 from 67,488
Change-555 (-1%)
Value$16.6M (+$233.6K)
Filed 2026-10-16
West Bancorporation Inc
DECREASED
Shares65,306 from 70,539
Change-5,233 (-7%)
Value$16.2M (-$909.5K)
Filed 2026-10-29
First Citizens Bank & Trust Co
INCREASED
Shares64,478 from 63,291
Change+1,187 (+2%)
Value$16.0M (+$642.4K)
Filed 2026-10-14
Genesis Private Wealth, LLC
DECREASED
Shares62,640 from 63,143
Change-503 (-1%)
Value$15.5M (+$222.7K)
Filed 2026-11-02
Naples Global Advisors, LLC
INCREASED
Shares60,717 from 58,376
Change+2,341 (+4%)
Value$15.1M (+$901.4K)
Filed 2026-11-05
Breakwater Capital Group
DECREASED
Shares60,249 from 61,515
Change-1,266 (-2%)
Value$14.9M (+$24.5K)
Filed 2026-10-09
Avidian Wealth Enterprises, LLC
DECREASED
Shares59,702 from 59,721
Change-19 (0%)
Value$14.8M (+$323.7K)
Filed 2026-10-08
Certuity, LLC
INCREASED
Shares58,536 from 56,216
Change+2,320 (+4%)
Value$14.5M (+$884.3K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares57,124 from 60,935
Change-3,811 (-6%)
Value$14.2M (-$609.7K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares56,286 from 55,768
Change+518 (+1%)
Value$14.0M (+$435.0K)
Filed 2026-10-22
Bokf, NA
DECREASED
Shares54,768 from 55,362
Change-594 (-1%)
Value$13.6M (+$157.2K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
DECREASED
Shares54,561 from 54,741
Change-180 (0%)
Value$14.0M (+$568.8K)
Filed 2026-10-27
Prism Advisors, Inc.
DECREASED
Shares53,196 from 55,366
Change-2,170 (-4%)
Value$13.4M (-$17.0K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares53,016 from 43,948
Change+9,068 (+21%)
Value$13.1M (+$2.5M)
Filed 2026-10-21
Krane Financial Solutions LLC
DECREASED
Shares52,551 from 55,203
Change-2,652 (-5%)
Value$13.0M (-$353.9K)
Filed 2026-10-30
XML Financial, LLC
INCREASED
Shares52,397 from 50,237
Change+2,160 (+4%)
Value$13.0M (+$812.0K)
Filed 2026-10-29
JFS Wealth Advisors, LLC
DECREASED
Shares52,229 from 53,224
Change-995 (-2%)
Value$12.9M (+$46.0K)
Filed 2026-11-03
Paladin Partners, LLC
INCREASED
Shares51,101 from 51,090
Change+11 (+0%)
Value$12.7M (+$283.7K)
Filed 2026-10-06
Valeo Financial Advisors, LLC
INCREASED
Shares48,937 from 48,793
Change+144 (+0%)
Value$12.1M (+$304.0K)
Filed 2026-10-08
Newton One Investments LLC
DECREASED
Shares48,535 from 50,120
Change-1,585 (-3%)
Value$12.0M (-$117.4K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
INCREASED
Shares47,708 from 38,523
Change+9,185 (+24%)
Value$11.8M (+$2.5M)
Filed 2026-10-07
FMA Wealth Management, LLC
DECREASED
Shares46,933 from 47,348
Change-415 (-1%)
Value$11.6M (+$157.5K)
Filed 2026-10-21
Kelsey Financial, LLC
DECREASED
Shares46,885 from 50,631
Change-3,746 (-7%)
Value$11.6M (-$650.3K)
Filed 2026-10-28
Montecito Bank & Trust
DECREASED
Shares46,442 from 46,627
Change-185 (0%)
Value$11.5M (+$210.6K)
Filed 2026-10-01
Confluence Investment Management LLC
INCREASED
Shares46,185 from 10,492
Change+35,693 (+340%)
Value$11.5M (+$8.9M)
Filed 2026-10-01
Equity Investment Corp
DECREASED
Shares46,001 from 241,235
Change-195,234 (-81%)
Value$11.4M (-$47.1M)
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares44,371 from 44,825
Change-454 (-1%)
Value$11.0M (+$134.0K)
Filed 2026-11-04
OFS Enterprise LLC
DECREASED
Shares44,017 from 45,212
Change-1,195 (-3%)
Value$10.9M (-$47.5K)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares43,619 from 45,664
Change-2,045 (-4%)
Value$10.8M (-$255.9K)
Filed 2026-10-14
Smith & Howard Wealth Management, LLC
DECREASED
Shares43,226 from 44,240
Change-1,014 (-2%)
Value$10.7M (-$8.1K)
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares42,753 from 42,702
Change+51 (+0%)
Value$10.6M (+$247.6K)
Filed 2026-10-15
Morton Capital Management LLC
DECREASED
Shares42,478 from 45,061
Change-2,583 (-6%)
Value$10.5M (-$392.6K)
Filed 2026-10-23
Vestor Capital, LLC
INCREASED
Shares41,302 from 5,911
Change+35,391 (+599%)
Value$7.7K (+$7.4K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares40,311 from 93,111
Change-52,800 (-57%)
Value$10.0K (-$22.6M)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares40,275 from 64,218
Change-23,943 (-37%)
Value$10.0M (-$5.6M)
Filed 2026-10-08
Arcadia Wealth Management, LLC
DECREASED
Shares40,135 from 40,910
Change-775 (-2%)
Value$10.0M (+$32.7K)
Filed 2026-10-22
American State Bank (Iowa)
INCREASED
Shares40,039 from 34,311
Change+5,728 (+17%)
Value$9.9M (+$1.6M)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares39,658 from 39,583
Change+75 (+0%)
Value$9.8M (+$236.3K)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares39,445 from 37,706
Change+1,739 (+5%)
Value$9.8M (+$638.4K)
Filed 2026-10-23
CFM Wealth Partners LLC
INCREASED
Shares39,158 from 36,980
Change+2,178 (+6%)
Value$9.7M (+$743.4K)
Filed 2026-11-05
Sunburst Financial Group, LLC
UNCHANGED
Shares38,698 from 38,698
Change0 (0%)
Value$9.6M (+$212.8K)
Filed 2026-10-09
Ritholtz Wealth Management
DECREASED
Shares38,549 from 39,311
Change-762 (-2%)
Value$9.6M (+$27.2K)
Filed 2026-11-05
Stegner Investment Associates Inc.
INCREASED
Shares38,395 from 38,393
Change+2 (+0%)
Value$9.5M (+$211.7K)
Filed 2026-10-15
Independence Asset Advisors, LLC
UNCHANGED
Shares37,250 from 37,250
Change0 (0%)
Value$9.2M (+$204.9K)
Filed 2026-10-23
Arbor Investment Advisors, LLC
DECREASED
Shares37,064 from 37,111
Change-47 (0%)
Value$9.2M (+$192.5K)
Filed 2026-10-26
Aspiriant, LLC
INCREASED
Shares36,923 from 36,690
Change+233 (+1%)
Value$9.2M (+$258.9K)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares36,784 from 35,392
Change+1,392 (+4%)
Value$9.1M (+$539.8K)
Filed 2026-10-23
Segment Wealth Management, LLC
DECREASED
Shares36,569 from 38,049
Change-1,480 (-4%)
Value$9.1M (-$157.7K)
Filed 2026-10-26
Veratis Advisors, Inc.
DECREASED
Shares36,193 from 36,570
Change-377 (-1%)
Value$9.0M (+$107.9K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares36,155 from 32,111
Change+4,044 (+13%)
Value$9.0M (+$1.2M)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares36,141 from 38,915
Change-2,774 (-7%)
Value$9.0M (-$473.8K)
Filed 2026-10-23
Brighton Jones LLC
INCREASED
Shares35,732 from 35,684
Change+48 (+0%)
Value$8.9M (+$208.0K)
Filed 2026-11-03
DT Investment Partners, LLC
INCREASED
Shares35,451 from 35,063
Change+388 (+1%)
Value$8.8M (+$289.0K)
Filed 2026-10-27
Aprio Wealth Management, LLC
INCREASED
Shares35,387 from 34,832
Change+555 (+2%)
Value$8.8M (+$329.2K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares34,854 from 35,659
Change-805 (-2%)
Value$8.6M (-$3.3K)
Filed 2026-11-05
Rebalance, LLC
INCREASED
Shares34,721 from 34,593
Change+128 (+0%)
Value$8.6M (+$222.0K)
Filed 2026-10-22
Confluence Wealth Services, Inc.
INCREASED
Shares34,670 from 33,891
Change+779 (+2%)
Value$8.6M (+$379.5K)
Filed 2026-11-05
Raub Brock Capital Management LP
DECREASED
Shares34,517 from 35,357
Change-840 (-2%)
Value$8.6M (-$13.8K)
Filed 2026-10-21
Fifth Third Wealth Advisors LLC
INCREASED
Shares34,379 from 31,659
Change+2,720 (+9%)
Value$8.5M (+$848.5K)
Filed 2026-10-22
Mullaney, Keating & Wright, Inc.
DECREASED
Shares34,181 from 34,296
Change-115 (0%)
Value$8.5M (+$160.0K)
Filed 2026-10-19
Monument Capital Management
INCREASED
Shares34,034 from 4,842
Change+29,192 (+603%)
Value$8.4M (+$7.3M)
Filed 2026-10-09
Virtue Capital Management, LLC
INCREASED
Shares33,969 from 9,476
Change+24,493 (+258%)
Value$8.4M (+$6.1M)
Filed 2026-10-29
Sepio Capital, LP
DECREASED
Shares33,951 from 34,717
Change-766 (-2%)
Value$8.4M (+$1.0K)
Filed 2026-10-22
BIP Wealth, LLC
DECREASED
Shares33,448 from 33,499
Change-51 (0%)
Value$8.3M (+$171.6K)
Filed 2026-10-22
Eastern Bank
INCREASED
Shares33,132 from 32,906
Change+226 (+1%)
Value$8.2M (+$237.0K)
Filed 2026-10-05
Associated Banc-Corp
DECREASED
Shares33,049 from 34,394
Change-1,345 (-4%)
Value$8.2M (-$144.3K)
Filed 2026-10-30
Northern Lights Advisors, Inc.
DECREASED
Shares32,903 from 34,695
Change-1,792 (-5%)
Value$8.2M (-$253.3K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares32,871 from 36,294
Change-3,423 (-9%)
Value$8.1M (-$649.0K)
Filed 2026-10-27
Allen Investment Management, LLC
INCREASED
Shares31,616 from 30,093
Change+1,523 (+5%)
Value$7.8M (+$543.1K)
Filed 2026-11-03
Finley Financial, LLC
DECREASED
Shares31,186 from 33,346
Change-2,160 (-6%)
Value$7.7M (-$342.5K)
Filed 2026-10-28
Quadrant Capital Group LLC
DECREASED
Shares30,822 from 30,998
Change-176 (-1%)
Value$7.8M (+$330.3K)
Filed 2026-10-20
Auour Investments LLC
DECREASED
Shares30,778 from 31,595
Change-817 (-3%)
Value$7.6M (-$28.7K)
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
DECREASED
Shares30,091 from 31,216
Change-1,125 (-4%)
Value$7.5M (-$107.2K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
DECREASED
Shares29,450 from 29,869
Change-419 (-1%)
Value$7.3M (+$60.3K)
Filed 2026-10-21
Harbour Capital Advisors, LLC
DECREASED
Shares28,927 from 29,277
Change-350 (-1%)
Value$7.2M (-$54.9K)
Filed 2026-10-13
ARK & TLK Investments, LLC
UNCHANGED
Shares28,681 from 28,681
Change0 (0%)
Value$7.1M (+$157.7K)
Filed 2026-10-20
Nottingham Advisors, Inc.
DECREASED
Shares27,575 from 28,513
Change-938 (-3%)
Value$6.9M (-$146.2K)
Filed 2026-10-29
Heck Capital Advisors, LLC
INCREASED
Shares27,538 from 25,627
Change+1,911 (+7%)
Value$6.8M (+$614.7K)
Filed 2026-10-14
Vise Technologies, Inc.
DECREASED
Shares27,535 from 28,070
Change-535 (-2%)
Value$6.8M (+$21.8K)
Filed 2026-10-29
Piedmont Capital Management, LLC
UNCHANGED
Shares27,500 from 27,500
Change0 (0%)
Value$6.8M (+$151.3K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares27,459 from 28,206
Change-747 (-3%)
Value$6.8M (-$30.1K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
DECREASED
Shares27,310 from 27,480
Change-170 (-1%)
Value$6.8M (+$109.0K)
Filed 2026-11-02
Equitable Trust Co
DECREASED
Shares27,238 from 28,035
Change-797 (-3%)
Value$6.8M (-$43.4K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares27,178 from 25,399
Change+1,779 (+7%)
Value$6.7M (+$580.9K)
Filed 2026-10-21
Towerpoint Wealth, LLC
DECREASED
Shares26,949 from 27,783
Change-834 (-3%)
Value$6.7M (-$53.8K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares26,919 from 27,593
Change-674 (-2%)
Value$6.7M (-$15.4K)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares26,679 from 36,028
Change-9,349 (-26%)
Value$6.6M (-$2.1M)
Filed 2026-10-22
Lantz Financial LLC
INCREASED
Shares26,649 from 949
Change+25,700 (+2708%)
Value$6.6M (+$6.4M)
Filed 2026-10-15
Capital Investment Advisors, LLC
INCREASED
Shares26,346 from 6,783
Change+19,563 (+288%)
Value$6.5M (+$4.9M)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares26,302 from 26,243
Change+59 (+0%)
Value$6.5M (+$159.2K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares26,260 from 22,368
Change+3,892 (+17%)
Value$6.5M (+$1.1M)
Filed 2026-10-30
Goelzer Investment Management, Inc.
DECREASED
Shares26,194 from 36,530
Change-10,336 (-28%)
Value$6.5M (-$2.4M)
Filed 2026-10-16
Linscomb Wealth, Inc.
DECREASED
Shares25,886 from 26,353
Change-467 (-2%)
Value$6.4M (+$29.2K)
Filed 2026-11-05
Vaquero Private Wealth, LTD
DECREASED
Shares25,828 from 27,263
Change-1,435 (-5%)
Value$6.4M (-$205.8K)
Filed 2026-10-27
Hanson & Doremus Investment Management
UNCHANGED
Shares25,718 from 25,718
Change0 (0%)
Value$6.4K (-$6.2M)
Filed 2026-10-16
New England Private Wealth Advisors LLC
INCREASED
Shares24,608 from 24,547
Change+61 (+0%)
Value$6.1M (+$7.4K)
Filed 2026-10-19
Winthrop Advisory Group LLC
DECREASED
Shares24,334 from 24,452
Change-118 (0%)
Value$6.0M (+$105.3K)
Filed 2026-10-22
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares24,138 from 23,738
Change+400 (+2%)
Value$6.0M (+$229.7K)
Filed 2026-10-22
Old National Bancorp
UNCHANGED
Shares23,933 from 23,933
Change0 (0%)
Value$5.9M (+$131.6K)
Filed 2026-10-20
Diversified Portfolios, Inc.
DECREASED
Shares23,882 from 24,412
Change-530 (-2%)
Value$5.9M (+$2.9K)
Filed 2026-11-04
Columbus Macro, LLC
INCREASED
Shares23,552 from 22,896
Change+656 (+3%)
Value$5.8M (+$288.7K)
Filed 2026-10-14
Forte Asset Management LLC
DECREASED
Shares23,288 from 27,597
Change-4,309 (-16%)
Value$5.8M (-$916.6K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
NEW
Shares23,207
Change+23,207
Value$5.8M
Filed 2026-10-26
NovaPoint Capital, LLC
INCREASED
Shares23,085 from 9,417
Change+13,668 (+145%)
Value$5.7M (+$3.4M)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares22,804 from 19,175
Change+3,629 (+19%)
Value$5.7M (+$1.0M)
Filed 2026-10-26
Aaron Wealth Advisors LLC
INCREASED
Shares22,773 from 17,773
Change+5,000 (+28%)
Value$5.6M (+$1.3M)
Filed 2026-10-13
Ferguson Wellman Capital Management, Inc
INCREASED
Shares22,411 from 21,592
Change+819 (+4%)
Value$5.6M (+$321.8K)
Filed 2026-10-05
Gilbert Capital Group, Inc.
NEW
Shares22,213
Change+22,213
Value$5.5M
Filed 2026-10-28
Highland Capital Management, LLC
DECREASED
Shares21,798 from 22,021
Change-223 (-1%)
Value$5.4M (+$65.9K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares21,102 from 19,255
Change+1,847 (+10%)
Value$5.2M (+$563.9K)
Filed 2026-10-23
Mutual of America Capital Management LLC
INCREASED
Shares21,081 from 12,967
Change+8,114 (+63%)
Value$5.2M (+$2.1M)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares20,830 from 17,812
Change+3,018 (+17%)
Value$5.2M (+$846.1K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares20,777 from 20,694
Change+83 (+0%)
Value$5.2M (+$134.3K)
Filed 2026-10-30
HMS Capital Management, LLC
DECREASED
Shares20,531 from 20,600
Change-69 (0%)
Value$5.1M (+$96.1K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares20,374 from 166,431
Change-146,057 (-88%)
Value$5.3M (-$35.1M)
Filed 2026-11-04
Anchor Capital Advisors LLC
INCREASED
Shares20,201 from 19,154
Change+1,047 (+5%)
Value$5.0M (+$364.9K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares20,189 from 17,870
Change+2,319 (+13%)
Value$5.0M (+$673.4K)
Filed 2026-11-05
1900 Wealth Management LLC
INCREASED
Shares20,165 from 19,516
Change+649 (+3%)
Value$5.0M (+$268.2K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares19,565 from 19,024
Change+541 (+3%)
Value$4.9M (+$238.8K)
Filed 2026-10-08
Principal Financial Group Inc
DECREASED
Shares19,465 from 24,436
Change-4,971 (-20%)
Value$4.8M (-$1.1M)
Filed 2026-11-02
St. Louis Trust Co
UNCHANGED
Shares19,418 from 19,418
Change0 (0%)
Value$4.8M (+$2.8M)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares19,354 from 20,665
Change-1,311 (-6%)
Value$4.8M (-$211.3K)
Filed 2026-10-28
Carret Asset Management, LLC
INCREASED
Shares19,283 from 19,281
Change+2 (+0%)
Value$4.8M (+$106.4K)
Filed 2026-11-04
Courier Capital LLC
INCREASED
Shares19,255 from 13,407
Change+5,848 (+44%)
Value$4.8M (+$1.5M)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares19,175 from 6,167
Change+13,008 (+211%)
Value$4.8M (+$3.3M)
Filed 2026-10-21
FC Advisory LLC
DECREASED
Shares19,106 from 19,456
Change-350 (-2%)
Value$4.7M (+$20.1K)
Filed 2026-10-05
Dixon Fnancial Services, Inc.
UNCHANGED
Shares18,930 from 18,930
Change0 (0%)
Value$4.7M (+$104.1K)
Filed 2026-10-23
Acropolis Investment Management, LLC
UNCHANGED
Shares18,811 from 18,811
Change0 (0%)
Value$4.7M (+$103.5K)
Filed 2026-10-08
NBH Bank
DECREASED
Shares18,600 from 18,845
Change-245 (-1%)
Value$4.6M (+$42.9K)
Filed 2026-11-05
Thompson Siegel & Walmsley LLC
INCREASED
Shares18,543 from 18,088
Change+455 (+3%)
Value$4.6M (+$212.0K)
Filed 2026-11-05
Procyon Advisors, LLC
DECREASED
Shares18,501 from 18,807
Change-306 (-2%)
Value$4.6M (+$27.4K)
Filed 2026-10-21
Busey Bank
INCREASED
Shares18,453 from 18,403
Change+50 (+0%)
Value$4.6M (+$113.6K)
Filed 2026-10-26
Sage Financial Group Inc
DECREASED
Shares18,432 from 18,535
Change-103 (-1%)
Value$4.6M (+$76.5K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED
Shares18,386 from 23,220
Change-4,834 (-21%)
Value$4.6M (-$1.1M)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares18,023 from 41,028
Change-23,005 (-56%)
Value$4.5M (-$5.5M)
Filed 2026-10-15
Aureum Wealth Management, LLC
DECREASED
Shares17,922 from 17,932
Change-10 (0%)
Value$4.4M (+$96.1K)
Filed 2026-10-15
Foundation Wealth Management, Llc\pa
DECREASED
Shares17,911 from 18,389
Change-478 (-3%)
Value$4.4M (-$17.3K)
Filed 2026-10-14
Argyle Capital Partners, LLC
DECREASED
Shares17,851 from 18,266
Change-415 (-2%)
Value$4.4M (-$2.2K)
Filed 2026-10-23
Intrua Financial, LLC
INCREASED
Shares17,748 from 16,367
Change+1,381 (+8%)
Value$4.4M (+$432.6K)
Filed 2026-10-28
W Advisors, LLC
DECREASED
Shares17,744 from 18,049
Change-305 (-2%)
Value$4.4M (+$23.7K)
Filed 2026-11-02
Beam Wealth Advisors, Inc.
INCREASED
Shares17,699 from 17,671
Change+28 (+0%)
Value$4.4M (+$104.3K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares17,236 from 16,346
Change+890 (+5%)
Value$4.3M (+$310.5K)
Filed 2026-10-27
McKinley Carter Wealth Services, Inc.
DECREASED
Shares17,225 from 17,897
Change-672 (-4%)
Value$4.3M (-$68.2K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
DECREASED
Shares16,502 from 16,893
Change-391 (-2%)
Value$4.1M (-$4.0K)
Filed 2026-10-13
Atwater Malick LLC
INCREASED
Shares16,348 from 15,413
Change+935 (+6%)
Value$4.1M (+$316.6K)
Filed 2026-10-15
Precedent Wealth Partners, LLC
INCREASED
Shares16,191 from 15,417
Change+774 (+5%)
Value$4.0M (+$276.7K)
Filed 2026-10-21
Affinity Capital Advisors, LLC
DECREASED
Shares15,858 from 16,249
Change-391 (-2%)
Value$4.0M (+$3.2K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED
Shares15,697 from 16,169
Change-472 (-3%)
Value$3.9M (-$28.1K)
Filed 2026-11-04
True Private Wealth Advisors
DECREASED
Shares15,689 from 15,968
Change-279 (-2%)
Value$3.9M (+$18.8K)
Filed 2026-10-19
Sapient Capital LLC
INCREASED
Shares15,515 from 15,197
Change+318 (+2%)
Value$3.8M (+$162.6K)
Filed 2026-10-08
Gilliland Jeter Wealth Management LLC
INCREASED
Shares15,203 from 15,195
Change+8 (+0%)
Value$3.8M (+$85.4K)
Filed 2026-10-28
Topel & Distasi Wealth Management, LLC
DECREASED
Shares15,164 from 15,260
Change-96 (-1%)
Value$3.8M (+$60.1K)
Filed 2026-11-05
Anchyra Partners LLC
INCREASED
Shares15,095 from 13,456
Change+1,639 (+12%)
Value$3.7M (+$480.4K)
Filed 2026-10-13
Premier Path Wealth Partners, LLC
DECREASED
Shares15,082 from 15,105
Change-23 (0%)
Value$3.7M (+$77.4K)
Filed 2026-10-16
Magnus Financial Group LLC
INCREASED
Shares15,026 from 15,014
Change+12 (+0%)
Value$3.7M (+$85.6K)
Filed 2026-10-21
Midwest Professional Planners, Ltd.
DECREASED
Shares14,877 from 15,915
Change-1,038 (-7%)
Value$3.7M (-$169.8K)
Filed 2026-10-29
NTV Asset Management LLC
DECREASED
Shares14,815 from 14,825
Change-10 (0%)
Value$3.7M (+$79.1K)
Filed 2026-10-23
Evanson Financial, LLC
INCREASED
Shares14,778 from 14,777
Change+1 (+0%)
Value$3.7M (+$81.4K)
Filed 2026-10-23
Glenview Trust Co
DECREASED
Shares14,741 from 15,700
Change-959 (-6%)
Value$3.7M (-$151.4K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares14,700 from 14,685
Change+15 (+0%)
Value$3.6M (+$84.4K)
Filed 2026-10-13
Pathway Financial Advisors LLC
UNCHANGED
Shares14,660 from 14,660
Change0 (0%)
Value$3.6M (+$16.4K)
Filed 2026-10-07
Boston Trust Walden Corp
UNCHANGED
Shares14,638 from 14,638
Change0 (0%)
Value$3.6M (+$80.5K)
Filed 2026-10-30
Golden State Wealth Management, LLC
DECREASED
Shares14,532 from 16,099
Change-1,567 (-10%)
Value$3.6M (-$300.1K)
Filed 2026-11-02
Clientfirst Wealth Management, LLC
DECREASED
Shares14,416 from 14,479
Change-63 (0%)
Value$3.6M (+$64.0K)
Filed 2026-11-04
Ironsides Asset Advisors, LLC
UNCHANGED
Shares14,365 from 14,365
Change0 (0%)
Value$3.6M (+$79.0K)
Filed 2026-10-20
EPG Wealth Management LLC
DECREASED
Shares14,344 from 14,439
Change-95 (-1%)
Value$3.6M (+$55.7K)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares14,341 from 11,023
Change+3,318 (+30%)
Value$3.6M (+$883.4K)
Filed 2026-10-22
BG Investment Services, LLC
INCREASED
Shares14,316 from 14,160
Change+156 (+1%)
Value$3.5M (+$116.6K)
Filed 2026-10-23
Colorado Capital Management, Inc.
DECREASED
Shares14,268 from 15,060
Change-792 (-5%)
Value$3.5K (-$114)
Filed 2026-10-15
Autumn Glory Partners, LLC
UNCHANGED
Shares14,259 from 14,259
Change0 (0%)
Value$3.5M (+$78.4K)
Filed 2026-10-26
Accredited Investors Inc.
DECREASED
Shares14,252 from 14,861
Change-609 (-4%)
Value$3.5M (-$69.2K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
DECREASED
Shares13,954 from 14,505
Change-551 (-4%)
Value$3.5M (-$56.8K)
Filed 2026-11-02
Saxon Interests, Inc.
INCREASED
Shares13,929 from 13,784
Change+145 (+1%)
Value$3.5M (+$111.9K)
Filed 2026-10-26
Flagstar Securities, Inc
DECREASED
Shares13,628 from 13,670
Change-42 (0%)
Value$3.4M (+$64.9K)
Filed 2026-10-15
Grove Bank & Trust
DECREASED
Shares13,544 from 15,989
Change-2,445 (-15%)
Value$3.4M (-$518.2K)
Filed 2026-10-08
Eagle Strategies LLC
DECREASED
Shares13,294 from 13,439
Change-145 (-1%)
Value$3.3M (+$37.9K)
Filed 2026-10-16
Cahaba Wealth Management, Inc.
INCREASED
Shares13,154 from 12,841
Change+313 (+2%)
Value$3.3M (+$148.2K)
Filed 2026-10-26
Flywheel Private Wealth LLC
DECREASED
Shares12,903 from 13,119
Change-216 (-2%)
Value$3.2M (+$18.6K)
Filed 2026-11-02
Stage Harbor Financial, LLC
UNCHANGED
Shares12,840 from 12,840
Change0 (0%)
Value$3.2M (+$70.6K)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares12,831 from 13,434
Change-603 (-4%)
Value$3.2M (-$75.5K)
Filed 2026-10-29
Grant Street Asset Management, Inc.
INCREASED
Shares12,828 from 12,792
Change+36 (+0%)
Value$3.2M (+$79.3K)
Filed 2026-10-26
Chemung Canal Trust Co
DECREASED
Shares12,787 from 12,987
Change-200 (-2%)
Value$3.2M (+$21.8K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares12,678 from 13,785
Change-1,107 (-8%)
Value$3.1M (-$198.7K)
Filed 2026-10-14
Applied Finance Capital Management, LLC
NEW
Shares12,649
Change+12,649
Value$3.1M
Filed 2026-11-03
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares12,555 from 12,555
Change0 (0%)
Value$3.1M (+$69.1K)
Filed 2026-10-09
Argos Wealth Advisors, LLC
DECREASED
Shares12,542 from 12,591
Change-49 (0%)
Value$3.1M (+$57.1K)
Filed 2026-11-02
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares12,537 from 12,944
Change-407 (-3%)
Value$3.1M (-$29.9K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares12,497 from 12,710
Change-213 (-2%)
Value$3.1M (+$16.9K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares12,448 from 14,105
Change-1,657 (-12%)
Value$3.1M (-$333.3K)
Filed 2026-11-03
Dynamic Financial Group
DECREASED
Shares12,429 from 12,500
Change-71 (-1%)
Value$3.1M (+$51.1K)
Filed 2026-10-28
Ascent Wealth Partners, LLC
DECREASED
Shares12,353 from 13,565
Change-1,212 (-9%)
Value$3.1M (-$225.9K)
Filed 2026-10-23
Evermay Wealth Management LLC
DECREASED
Shares12,343 from 13,605
Change-1,262 (-9%)
Value$3.1M (-$238.1K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares12,315 from 10,855
Change+1,460 (+13%)
Value$3.1M (+$421.8K)
Filed 2026-10-26
Allstreet Capital Advisors LLC
DECREASED
Shares12,306 from 12,654
Change-348 (-3%)
Value$3.1M (-$16.7K)
Filed 2026-11-04
Central Valley Advisors, LLC
DECREASED
Shares12,285 from 13,125
Change-840 (-6%)
Value$3.0M (-$136.0K)
Filed 2026-10-27
SilverOak Wealth Management LLC
INCREASED
Shares12,233 from 11,295
Change+938 (+8%)
Value$3.0M (+$294.7K)
Filed 2026-10-29
Cyndeo Wealth Partners, LLC
DECREASED
Shares12,196 from 12,231
Change-35 (0%)
Value$3.0M (+$58.8K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares12,095 from 11,913
Change+182 (+2%)
Value$3.0M (+$110.6K)
Filed 2026-10-16
AlphaCentric Advisors LLC
INCREASED
Shares12,020 from 5,771
Change+6,249 (+108%)
Value$3.0M (+$1.6M)
Filed 2026-11-03
Atlas Brown,Inc.
DECREASED
Shares11,859 from 11,860
Change-1 (0%)
Value$2.9M (+$64.9K)
Filed 2026-10-09
Wedbush Securities Inc
INCREASED
Shares11,813 from 11,477
Change+336 (+3%)
Value$2.9K (-$2.8M)
Filed 2026-10-22
Allegheny Financial Group
DECREASED
Shares11,727 from 12,137
Change-410 (-3%)
Value$2.9M (-$34.9K)
Filed 2026-11-05
Nolet Wealth Management, LLC
UNCHANGED
Shares11,725 from 11,725
Change0 (0%)
Value$2.9M (+$64.5K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED
Shares11,665 from 11,613
Change+52 (+0%)
Value$2.9M (+$76.7K)
Filed 2026-10-29
Encompass Wealth Advisors, LLC
INCREASED
Shares11,582 from 5,821
Change+5,761 (+99%)
Value$2.9M (+$1.5M)
Filed 2026-10-15
Montis Financial, LLC
DECREASED
Shares11,446 from 12,072
Change-626 (-5%)
Value$2.8M (-$88.7K)
Filed 2026-11-04
Florida Trust Wealth Management Co
DECREASED
Shares11,390 from 11,413
Change-23 (0%)
Value$2.8M (+$57.1K)
Filed 2026-11-05
Invested Advisors
DECREASED
Shares11,187 from 12,618
Change-1,431 (-11%)
Value$2.8M (-$285.4K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
DECREASED
Shares11,162 from 13,773
Change-2,611 (-19%)
Value$2.8M (-$588.1K)
Filed 2026-11-04
Rinkey Investments
DECREASED
Shares11,142 from 11,658
Change-516 (-4%)
Value$2.8M (-$63.6K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares11,128 from 9,915
Change+1,213 (+12%)
Value$2.8M (+$355.3K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
DECREASED
Shares11,110 from 11,392
Change-282 (-2%)
Value$2.8M (-$7.2K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares11,008 from 10,695
Change+313 (+3%)
Value$2.7M (+$443.9K)
Filed 2026-10-13
CJM Wealth Advisers, Ltd.
UNCHANGED
Shares10,962 from 10,962
Change0 (0%)
Value$2.7M (+$60.3K)
Filed 2026-10-27
Johnson Financial Group, LLC
DECREASED
Shares10,954 from 12,488
Change-1,534 (-12%)
Value$2.7M (-$311.5K)
Filed 2026-11-03
Cambiar Investors LLC
DECREASED
Shares10,853 from 57,833
Change-46,980 (-81%)
Value$2.7M (-$11.3M)
Filed 2026-11-04
Baron Financial Group, LLC
DECREASED
Shares10,806 from 11,016
Change-210 (-2%)
Value$2.7M (+$8.5K)
Filed 2026-10-09
Fortress Financial Group, LLC
DECREASED
Shares10,778 from 11,278
Change-500 (-4%)
Value$2.7M (-$61.9K)
Filed 2026-10-21
Forum Financial Management, LP
UNCHANGED
Shares10,758 from 10,758
Change0 (0%)
Value$2.7M (+$59.2K)
Filed 2026-10-16
Wealth Dimensions Group, Ltd.
DECREASED
Shares10,660 from 10,744
Change-84 (-1%)
Value$2.6M (+$38.2K)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares10,648 from 10,625
Change+23 (+0%)
Value$2.6M (+$64.0K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares10,381
Change+10,381
Value$2.6M
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares10,284 from 10,284
Change0 (0%)
Value$2.5M (+$56.6K)
Filed 2026-10-22
Private Trust Co NA
DECREASED
Shares10,254 from 10,269
Change-15 (0%)
Value$2.5M (+$52.8K)
Filed 2026-10-20
Mattern Capital Management, LLC
UNCHANGED
Shares10,246 from 10,246
Change0 (0%)
Value$2.5M (+$56.4K)
Filed 2026-11-02
jvl associates llc
UNCHANGED
Shares10,211 from 10,211
Change0 (0%)
Value$2.5M (+$56.2K)
Filed 2026-10-09
Northeast Investment Management
UNCHANGED
Shares10,088 from 10,088
Change0 (0%)
Value$2.5M (+$55.5K)
Filed 2026-10-30
Summit Financial Strategies, Inc.
UNCHANGED
Shares10,059 from 10,059
Change0 (0%)
Value$2.5M (+$55.3K)
Filed 2026-10-14
Titleist Asset Management, LLC
INCREASED
Shares10,058 from 9,365
Change+693 (+7%)
Value$2.5M (+$223.4K)
Filed 2026-10-08
Security Financial Services, Inc.
INCREASED
Shares10,030 from 7,566
Change+2,464 (+33%)
Value$2.5M (+$652.6K)
Filed 2026-10-29
Investmark Advisory Group LLC
INCREASED
Shares10,002 from 5,236
Change+4,766 (+91%)
Value$2.5M (+$1.2M)
Filed 2026-10-27
Advisory Resource Group
DECREASED
Shares9,997 from 10,034
Change-37 (0%)
Value$2.5M (+$46.2K)
Filed 2026-10-26
WestHill Financial Advisors, Inc.
DECREASED
Shares9,918 from 9,980
Change-62 (-1%)
Value$2.5M (+$39.5K)
Filed 2026-10-14
Providence First Trust Co
INCREASED
Shares9,911 from 6,439
Change+3,472 (+54%)
Value$2.5M (+$896.2K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED
Shares9,911 from 9,947
Change-36 (0%)
Value$2.5M (+$45.9K)
Filed 2026-10-26
Bond & Devick Financial Network, Inc.
DECREASED
Shares9,876 from 10,019
Change-143 (-1%)
Value$2.4M (+$19.7K)
Filed 2026-10-23
Beacon Advisors Holdings, LLC
DECREASED
Shares9,864 from 10,009
Change-145 (-1%)
Value$2.4M (+$19.1K)
Filed 2026-10-27
CGN Advisors LLC
DECREASED
Shares9,860 from 10,858
Change-998 (-9%)
Value$2.4M (-$187.7K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares9,850 from 9,665
Change+185 (+2%)
Value$2.4M (+$99.1K)
Filed 2026-10-23
LEE Danner & Bass Inc
UNCHANGED
Shares9,799 from 9,799
Change0 (0%)
Value$2.4M (+$53.9K)
Filed 2026-10-27
Element Pointe Advisors, LLC
UNCHANGED
Shares9,764 from 9,764
Change0 (0%)
Value$2.4M (+$53.7K)
Filed 2026-10-21
Avantax Planning Partners, Inc.
DECREASED
Shares9,724 from 9,844
Change-120 (-1%)
Value$2.4M (+$24.4K)
Filed 2026-11-03
Secure Asset Management, LLC
DECREASED
Shares9,699 from 10,971
Change-1,272 (-12%)
Value$2.4M (-$254.9K)
Filed 2026-10-19
RF&L Wealth Management, LLC
INCREASED
Shares9,575 from 9,455
Change+120 (+1%)
Value$2.4M (+$81.8K)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares9,483 from 9,581
Change-98 (-1%)
Value$2.4M (+$28.4K)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW
Shares9,425
Change+9,425
Value$2.3M
Filed 2026-10-16
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares9,378 from 9,489
Change-111 (-1%)
Value$2.3M (+$24.7K)
Filed 2026-10-29
Calamos Wealth Management LLC
INCREASED
Shares9,338 from 9,125
Change+213 (+2%)
Value$2.3M (+$103.0K)
Filed 2026-11-02
GenWealth Group, Inc.
DECREASED
Shares9,334 from 9,373
Change-39 (0%)
Value$2.3M (+$41.9K)
Filed 2026-10-16
Trust Point Inc.
DECREASED
Shares9,304 from 9,750
Change-446 (-5%)
Value$2.3M (-$57.0K)
Filed 2026-10-27
GFS Advisors, LLC
DECREASED
Shares9,283 from 9,348
Change-65 (-1%)
Value$2.3M (-$13.9M)
Filed 2026-11-03
Verus Financial Partners, Inc.
INCREASED
Shares9,204 from 9,203
Change+1 (+0%)
Value$2.3M (+$50.9K)
Filed 2026-10-29
Gryphon Financial Partners LLC
INCREASED
Shares9,160 from 8,910
Change+250 (+3%)
Value$2.3M (+$110.8K)
Filed 2026-11-04
Mainstream Capital Management LLC
DECREASED
Shares9,119 from 14,598
Change-5,479 (-38%)
Value$2.3M (-$1.3M)
Filed 2026-10-23
Centerpoint Advisory Group
INCREASED
Shares9,088 from 8,698
Change+390 (+4%)
Value$2.3M (+$144.5K)
Filed 2026-10-23
ZWJ Investment Counsel Inc
NEW
Shares9,074
Change+9,074
Value$2.2M
Filed 2026-10-15
Angeles Wealth Management, LLC
INCREASED
Shares9,024 from 8,898
Change+126 (+1%)
Value$2.2M (+$80.2K)
Filed 2026-10-26
BigSur Wealth Management LLC
DECREASED
Shares8,980 from 9,180
Change-200 (-2%)
Value$2.2M (+$904)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares8,979 from 8,972
Change+7 (+0%)
Value$2.2M (+$50.9K)
Filed 2026-10-20
Insight Inv LLC
UNCHANGED
Shares8,971 from 8,971
Change0 (0%)
Value$2.2M (+$49.3K)
Filed 2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED
Shares8,957 from 8,957
Change0 (0%)
Value$2.2M (+$49.3K)
Filed 2026-10-15
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares8,925 from 8,935
Change-10 (0%)
Value$2.2M (+$46.7K)
Filed 2026-10-13
Columbia Bank
INCREASED
Shares8,860 from 8,751
Change+109 (+1%)
Value$2.2M (+$75.2K)
Filed 2026-10-29
Fiduciary Family Office, LLC
DECREASED
Shares8,824 from 8,920
Change-96 (-1%)
Value$2.2M (+$25.1K)
Filed 2026-11-04
InvesTrust
DECREASED
Shares8,820 from 9,584
Change-764 (-8%)
Value$2.2M (-$136.7K)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares8,716 from 8,116
Change+600 (+7%)
Value$2.2M (+$193.2K)
Filed 2026-11-03
Mycio Wealth Partners, LLC
UNCHANGED
Shares8,715 from 8,715
Change0 (0%)
Value$2.2M (+$47.9K)
Filed 2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED
Shares8,704 from 8,704
Change0 (0%)
Value$2.2M (+$47.9K)
Filed 2026-10-22
Benedict Financial Advisors Inc
DECREASED
Shares8,701 from 9,259
Change-558 (-6%)
Value$2.2M (-$87.5K)
Filed 2026-10-07
Steph & Co
DECREASED
Shares8,654 from 9,405
Change-751 (-8%)
Value$2.1M (-$134.5K)
Filed 2026-10-07
Luts & Greenleigh Group, Inc.
DECREASED
Shares8,654 from 8,762
Change-108 (-1%)
Value$2.1M (+$21.3K)
Filed 2026-11-05
True North Advisors, LLC
UNCHANGED
Shares8,586 from 8,586
Change0 (0%)
Value$2.1M (+$47.2K)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares8,552 from 6,082
Change+2,470 (+41%)
Value$2.1M (+$645.7K)
Filed 2026-11-04
Clearwave Capital, LLC
DECREASED
Shares8,484 from 8,881
Change-397 (-4%)
Value$2.1M (-$49.6K)
Filed 2026-10-27
David Kennon Inc
INCREASED
Shares8,477 from 8,424
Change+53 (+1%)
Value$2.1M (+$59.5K)
Filed 2026-10-13
RKL Wealth Management LLC
UNCHANGED
Shares8,471 from 8,471
Change0 (0%)
Value$2.1M (+$46.6K)
Filed 2026-10-16
Tactive Advisors, LLC
DECREASED
Shares8,392 from 9,025
Change-633 (-7%)
Value$2.1M (-$107.5K)
Filed 2026-10-08
Sage Mountain Advisors LLC
INCREASED
Shares8,279 from 8,249
Change+30 (+0%)
Value$2.1M (+$52.8K)
Filed 2026-11-02
Horizon Wealth Management, LLC
DECREASED
Shares8,274 from 10,613
Change-2,339 (-22%)
Value$2.1M (-$521.3K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
DECREASED
Shares8,246 from 8,416
Change-170 (-2%)
Value$2.1M (+$95.8K)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares8,230 from 8,214
Change+16 (+0%)
Value$2.0M (+$49.2K)
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares8,221 from 7,168
Change+1,053 (+15%)
Value$2.0M (+$300.7K)
Filed 2026-10-20
Myecfo, LLC
UNCHANGED
Shares8,215 from 8,215
Change0 (0%)
Value$2.0M (+$45.2K)
Filed 2026-10-14
Gateway Investment Advisers LLC
NEW
Shares8,183
Change+8,183
Value$2.0M
Filed 2026-10-13
Kanawha Capital Management LLC
DECREASED
Shares8,169 from 8,691
Change-522 (-6%)
Value$2.0M (-$81.6K)
Filed 2026-10-19
Barrett & Company, Inc.
DECREASED
Shares8,118 from 8,952
Change-834 (-9%)
Value$2.0M (-$157.5K)
Filed 2026-10-22
Advisor OS, LLC
INCREASED
Shares8,017 from 7,149
Change+868 (+12%)
Value$2.0M (+$254.5K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
UNCHANGED
Shares7,953 from 7,953
Change0 (0%)
Value$2.0M (+$43.7K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares7,938 from 7,454
Change+484 (+6%)
Value$2.0M (+$171.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares7,938 from 7,454
Change+484 (+6%)
Value$2.0M (+$171.5K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,864 from 3,491
Change+4,373 (+125%)
Value$1.9M (+$1.1M)
Filed 2026-10-13
Great Waters Wealth Management
DECREASED
Shares7,848 from 7,858
Change-10 (0%)
Value$1.9M (+$40.6K)
Filed 2026-10-07
PKS Advisory Services, LLC
UNCHANGED
Shares7,832 from 7,832
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-26
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares7,818 from 7,818
Change0 (0%)
Value$1.9M (+$43.0K)
Filed 2026-10-23
Balboa Wealth Partners
INCREASED
Shares7,775 from 7,746
Change+29 (+0%)
Value$1.9M (+$49.8K)
Filed 2026-10-20
Zenith Solutions, Inc.
DECREASED
Shares7,738 from 7,772
Change-34 (0%)
Value$1.9M (+$34.4K)
Filed 2026-10-19
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares7,738 from 7,738
Change0 (0%)
Value$1.9M (+$42.6K)
Filed 2026-11-05
Greenleaf Trust
INCREASED
Shares7,733 from 7,127
Change+606 (+9%)
Value$1.9M (+$189.4K)
Filed 2026-10-29
Key FInancial Inc
INCREASED
Shares7,733 from 7,512
Change+221 (+3%)
Value$1.9M (+$96.0K)
Filed 2026-11-02
Arvest Investments, Inc.
INCREASED
Shares7,724 from 2,029
Change+5,695 (+281%)
Value$1.9M (+$1.4M)
Filed 2026-10-21
Phillips Financial Management, LLC
UNCHANGED
Shares7,719 from 7,719
Change0 (0%)
Value$1.9M (+$42.5K)
Filed 2026-10-19
Global View Capital Management LLC
INCREASED
Shares7,715 from 3,308
Change+4,407 (+133%)
Value$1.9M (+$1.1M)
Filed 2026-10-28
Affiance Financial, LLC
DECREASED
Shares7,637 from 8,391
Change-754 (-9%)
Value$1.9M (-$140.8K)
Filed 2026-10-15
Bannerman Wealth Management Group, LLC
DECREASED
Shares7,634 from 7,804
Change-170 (-2%)
Value$1.9M (+$773)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares7,493
Change+7,493
Value$1.9M
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares7,442 from 7,476
Change-34 (0%)
Value$1.8M (+$32.7K)
Filed 2026-10-19
Kestra Investment Management, LLC
DECREASED
Shares7,416 from 8,029
Change-613 (-8%)
Value$1.8M (-$107.9K)
Filed 2026-11-04
Financial Discovery Group Inc
INCREASED
Shares7,350 from 7,154
Change+196 (+3%)
Value$1.8M (+$88.0K)
Filed 2026-11-03
Breachway Investments LLC
DECREASED
Shares7,320 from 7,336
Change-16 (0%)
Value$1.8M (+$36.4K)
Filed 2026-10-19
MMA Asset Management LLC
DECREASED
Shares7,264 from 7,528
Change-264 (-4%)
Value$1.8M (-$24.0K)
Filed 2026-11-02
Cambridge Capital Management, LLC
INCREASED
Shares7,260 from 7,236
Change+24 (+0%)
Value$1.8M (+$45.7K)
Filed 2026-10-19
Legacy Advisors, LLC
UNCHANGED
Shares7,257 from 7,257
Change0 (0%)
Value$1.8M (+$39.9K)
Filed 2026-10-19
Enclave Advisors LLC
UNCHANGED
Shares7,096 from 7,096
Change0 (0%)
Value$1.8M (+$39.0K)
Filed 2026-10-14
Opus Capital Group, LLC
UNCHANGED
Shares7,092 from 7,092
Change0 (0%)
Value$1.8K (-$1.7M)
Filed 2026-10-30
Prosperity Planning, Inc.
DECREASED
Shares7,019 from 7,233
Change-214 (-3%)
Value$1.7M (-$13.3K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
UNCHANGED
Shares6,983 from 6,983
Change0 (0%)
Value$1.7M (+$38.4K)
Filed 2026-11-03
Global Wealth Management, LLC
UNCHANGED
Shares6,964 from 6,964
Change0 (0%)
Value$1.7M (+$38.3K)
Filed 2026-10-15
Global Strategic Investment Solutions, LLC
INCREASED
Shares6,864 from 6,840
Change+24 (+0%)
Value$1.7M (+$43.6K)
Filed 2026-10-16
Greenspring Advisors, LLC
DECREASED
Shares6,850 from 6,929
Change-79 (-1%)
Value$1.7M (+$18.4K)
Filed 2026-11-05
Texas Bank & Trust Co
INCREASED
Shares6,838 from 6,768
Change+70 (+1%)
Value$1.7M (+$54.6K)
Filed 2026-11-04
Community Trust & Investment Co
NEW
Shares6,820
Change+6,820
Value$1.7M
Filed 2026-10-15
Keystone Wealth Services, LLC
DECREASED
Shares6,819 from 6,836
Change-17 (0%)
Value$1.7M (+$40.7K)
Filed 2026-11-03
Southern Michigan Bank & Trust
DECREASED
Shares6,808 from 6,901
Change-93 (-1%)
Value$1.7M (+$14.9K)
Filed 2026-10-19
First Hawaiian Bank
UNCHANGED
Shares6,771 from 6,771
Change0 (0%)
Value$1.7M (+$37.2K)
Filed 2026-10-14
Garde Capital, Inc.
UNCHANGED
Shares6,771 from 6,771
Change0 (0%)
Value$1.7M (+$37.2K)
Filed 2026-10-29
Bensler, LLC
INCREASED
Shares6,713 from 6,712
Change+1 (+0%)
Value$1.7M (+$37.2K)
Filed 2026-11-05
Tannin Capital LLC
INCREASED
Shares6,654 from 6,629
Change+25 (+0%)
Value$1.6M (+$42.7K)
Filed 2026-11-05
McCarley & Cook Financial Planners
DECREASED
Shares6,640 from 6,711
Change-71 (-1%)
Value$1.6M (+$19.3K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares6,628 from 6,357
Change+271 (+4%)
Value$1.6M (+$102.3K)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares6,584 from 6,365
Change+219 (+3%)
Value$1.7M (+$133.3K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
INCREASED
Shares6,584 from 6,537
Change+47 (+1%)
Value$1.6M (+$47.4K)
Filed 2026-10-30
Frederick Financial Consultants, LLC
INCREASED
Shares6,569 from 6,460
Change+109 (+2%)
Value$1.6M (+$62.4K)
Filed 2026-10-29
Cooke Wealth Management, LLC
DECREASED
Shares6,564 from 6,628
Change-64 (-1%)
Value$1.6M (+$20.6K)
Filed 2026-10-13
Asset Dedication, LLC
DECREASED
Shares6,510 from 6,689
Change-179 (-3%)
Value$1.6M (-$7.6K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares6,499 from 5,968
Change+531 (+9%)
Value$1.6M (+$164.5K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
UNCHANGED
Shares6,480 from 6,480
Change0 (0%)
Value$1.7M (+$118.8K)
Filed 2026-11-02
Verum Partners LLC
INCREASED
Shares6,450 from 6,355
Change+95 (+1%)
Value$1.6M (+$58.6K)
Filed 2026-10-21
Moneco Advisors, LLC
INCREASED
Shares6,442 from 6,204
Change+238 (+4%)
Value$1.6M (+$93.3K)
Filed 2026-11-05
Market Street Wealth Management Advisors LLC
DECREASED
Shares6,437 from 6,616
Change-179 (-3%)
Value$1.6M (-$8.0K)
Filed 2026-10-09
Bailard, Inc.
UNCHANGED
Shares6,425 from 6,425
Change0 (0%)
Value$1.6M (+$35.3K)
Filed 2026-10-13
City Holding Co
INCREASED
Shares6,390 from 5,120
Change+1,270 (+25%)
Value$1.6M (+$343.0K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares6,370 from 6,370
Change0 (0%)
Value$1.6M (+$35.0K)
Filed 2026-10-21
Cooper Financial Group
DECREASED
Shares6,357 from 6,407
Change-50 (-1%)
Value$1.6M (+$22.7K)
Filed 2026-10-07
Accurate Wealth Management, LLC
INCREASED
Shares6,332 from 4,719
Change+1,613 (+34%)
Value$1.6M (+$446.8K)
Filed 2026-10-20
Gainline Financial Partners, LLC
DECREASED
Shares6,298 from 6,585
Change-287 (-4%)
Value$1.6M (-$35.1K)
Filed 2026-10-15
Sigma Investment Counselors Inc
UNCHANGED
Shares6,259 from 6,259
Change0 (0%)
Value$1.6M (+$34.4K)
Filed 2026-10-27
Stableford Capital II LLC
DECREASED
Shares6,240 from 6,432
Change-192 (-3%)
Value$1.5M (-$12.4K)
Filed 2026-10-09
Thrive Wealth Management, LLC
DECREASED
Shares6,239 from 6,322
Change-83 (-1%)
Value$1.5M (+$14.2K)
Filed 2026-10-13
Tranquility Partners, LLC
DECREASED
Shares6,226 from 6,288
Change-62 (-1%)
Value$1.5M (+$19.2K)
Filed 2026-10-20
High Probability Advisors, LLC
UNCHANGED
Shares6,221 from 6,221
Change0 (0%)
Value$1.5M (+$34.2K)
Filed 2026-10-19
Matrix Asset Advisors Inc
DECREASED
Shares6,191 from 6,265
Change-74 (-1%)
Value$1.5M (+$16.2K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares6,182 from 6,527
Change-345 (-5%)
Value$1.5M (-$49.6K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
INCREASED
Shares6,110 from 6,107
Change+3 (+0%)
Value$1.5M (+$34.3K)
Filed 2026-10-26
Seneca Financial Advisors LLC
INCREASED
Shares6,095 from 6,077
Change+18 (+0%)
Value$1.5M (+$37.9K)
Filed 2026-10-28
Independent Solutions Wealth Management, LLC
INCREASED
Shares6,086 from 5,785
Change+301 (+5%)
Value$1.5M (+$106.4K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares6,085 from 6,085
Change0 (0%)
Value$1.5M (+$33.5K)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares6,082 from 6,031
Change+51 (+1%)
Value$1.5M (+$45.4K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
INCREASED
Shares6,050 from 6,045
Change+5 (+0%)
Value$1.5M (+$34.6K)
Filed 2026-10-13
Whitegate Investment Counselors, Inc.
INCREASED
Shares6,031 from 6,030
Change+1 (+0%)
Value$1.5M (+$33.3K)
Filed 2026-11-02
Clear Harbor Asset Management, LLC
INCREASED
Shares6,004 from 4,903
Change+1,101 (+22%)
Value$1.5M (+$299.9K)
Filed 2026-11-05
Warwick Investment Management, Inc.
DECREASED
Shares6,003 from 6,039
Change-36 (-1%)
Value$1.5M (+$24.2K)
Filed 2026-10-19
Trust Co of the South
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1.5M (+$33.0K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED
Shares5,987 from 4,235
Change+1,752 (+41%)
Value$1.5M (+$457.6K)
Filed 2026-10-16
Amplius Wealth Advisors, LLC
UNCHANGED
Shares5,987 from 5,987
Change0 (0%)
Value$1.5M (+$32.9K)
Filed 2026-10-20
Strategic Blueprint, LLC
DECREASED
Shares5,909 from 6,054
Change-145 (-2%)
Value$1.5M (-$2.5K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares5,845 from 6,205
Change-360 (-6%)
Value$1.4M (-$55.1K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares5,763 from 5,988
Change-225 (-4%)
Value$1.4M (-$22.7K)
Filed 2026-10-29
McAdam, LLC
INCREASED
Shares5,754 from 5,512
Change+242 (+4%)
Value$1.4M (+$90.3K)
Filed 2026-10-21
Mascoma Wealth Management LLC
DECREASED
Shares5,699 from 5,880
Change-181 (-3%)
Value$1.4M (-$12.5K)
Filed 2026-10-23
Middleton & Co Inc
UNCHANGED
Shares5,696 from 5,696
Change0 (0%)
Value$1.4M (+$31.3K)
Filed 2026-10-23
Capital Advantage, Inc.
DECREASED
Shares5,695 from 5,850
Change-155 (-3%)
Value$1.4M (-$6.3K)
Filed 2026-10-14
Sendero Wealth Management, LLC
UNCHANGED
Shares5,693 from 5,693
Change0 (0%)
Value$1.4M (+$31.3K)
Filed 2026-10-14
Fragasso Financial Advisors Inc
INCREASED
Shares5,649 from 5,633
Change+16 (+0%)
Value$1.4M (+$66.8K)
Filed 2026-10-13
JSF Financial, LLC
INCREASED
Shares5,640 from 5,608
Change+32 (+1%)
Value$1.4M (+$38.7K)
Filed 2026-10-22
Apollon Financial, LLC
DECREASED
Shares5,615 from 5,669
Change-54 (-1%)
Value$1.4M (+$17.7K)
Filed 2026-10-23
CRA Financial Services, LLC
INCREASED
Shares5,571 from 5,514
Change+57 (+1%)
Value$1.4M (+$44.5K)
Filed 2026-10-16
United Advisor Group, LLC
DECREASED
Shares5,555 from 8,294
Change-2,739 (-33%)
Value$1.4M (-$633.4K)
Filed 2026-11-03
Elyxium Wealth, LLC
UNCHANGED
Shares5,541 from 5,541
Change0 (0%)
Value$1.4M (+$30.5K)
Filed 2026-10-27
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares5,506 from 5,085
Change+421 (+8%)
Value$1.4M (+$132.4K)
Filed 2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares5,467 from 5,895
Change-428 (-7%)
Value$1.4M (-$73.7K)
Filed 2026-10-23
Evergreen Capital Management LLC
UNCHANGED
Shares5,427 from 5,427
Change0 (0%)
Value$1.3M (+$29.9K)
Filed 2026-10-23
Blueline Advisors LLC
UNCHANGED
Shares5,402 from 5,402
Change0 (0%)
Value$1.3M (+$29.7K)
Filed 2026-10-15
Fairvoy Private Wealth, LLC
INCREASED
Shares5,397 from 5,396
Change+1 (+0%)
Value$1.3M (+$29.9K)
Filed 2026-10-19
BlueChip Wealth Advisors LLC
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$1.3M (+$29.4K)
Filed 2026-11-03
Adirondack Trust Co
DECREASED
Shares5,346 from 5,362
Change-16 (0%)
Value$1.3M (+$25.5K)
Filed 2026-10-14
Alamar Capital Management, LLC
DECREASED
Shares5,341 from 5,579
Change-238 (-4%)
Value$1.3M (-$28.3K)
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares5,320 from 2,642
Change+2,678 (+101%)
Value$1.3M (+$678.5K)
Filed 2026-11-04
Fortitude Family Office, LLC
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$1.3M (+$29.2K)
Filed 2026-10-14
Parisi Gray Wealth Management
DECREASED
Shares5,294 from 5,333
Change-39 (-1%)
Value$1.3M (+$19.7K)
Filed 2026-10-16
Yankcom Partnership
INCREASED
Shares5,290 from 5,258
Change+32 (+1%)
Value$1.3M (+$36.8K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
DECREASED
Shares5,254 from 5,336
Change-82 (-2%)
Value$1.3M (+$9.0K)
Filed 2026-11-04
Orgel Wealth Management, LLC
DECREASED
Shares5,240 from 6,183
Change-943 (-15%)
Value$1.3M (-$199.8K)
Filed 2026-10-14
Burke & Herbert Bank & Trust Co
INCREASED
Shares5,237 from 4,727
Change+510 (+11%)
Value$1.3M (+$152.4K)
Filed 2026-11-02
JP Wealth Management, Inc.
UNCHANGED
Shares5,216 from 5,216
Change0 (0%)
Value$1.3M (+$28.7K)
Filed 2026-10-07
Sharkey, Howes & Javer
INCREASED
Shares5,203 from 5,196
Change+7 (+0%)
Value$1.3M (+$30.3K)
Filed 2026-10-22
Anderson Hoagland & Co
UNCHANGED
Shares5,183 from 5,183
Change0 (0%)
Value$1.3M (+$86.1K)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares5,178 from 5,159
Change+19 (+0%)
Value$1.3M (+$27.2K)
Filed 2026-11-02
First National Trust Co
INCREASED
Shares5,164 from 4,320
Change+844 (+20%)
Value$1.3M (+$233.0K)
Filed 2026-10-28
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares5,151 from 5,216
Change-65 (-1%)
Value$1.3M (+$12.6K)
Filed 2026-10-26
Phillip James Consulting Co.
NEW
Shares5,146
Change+5,146
Value$1.3M
Filed 2026-11-03
Cambridge Financial Group, LLC
UNCHANGED
Shares5,145 from 5,145
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-06
Daymark Wealth Partners, LLC
INCREASED
Shares5,123 from 5,022
Change+101 (+2%)
Value$1.3M (+$52.8K)
Filed 2026-11-04
Tassel Capital Management, Inc.
INCREASED
Shares5,122 from 5,072
Change+50 (+1%)
Value$1.3M (+$40.3K)
Filed 2026-10-20
Bison Wealth, LLC
INCREASED
Shares5,053 from 4,822
Change+231 (+5%)
Value$1.3M (+$94.6K)
Filed 2026-10-13
Sidoxia Capital Management, LLC
INCREASED
Shares4,992 from 4,964
Change+28 (+1%)
Value$1.2M (+$34.2K)
Filed 2026-10-28
Uptick Partners, LLC
INCREASED
Shares4,968 from 4,769
Change+199 (+4%)
Value$1.2M (+$75.7K)
Filed 2026-11-04
Gibson Capital, LLC
INCREASED
Shares4,945 from 2,146
Change+2,799 (+130%)
Value$1.2M (+$705.8K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares4,938 from 5,051
Change-113 (-2%)
Value$1.2M (-$237)
Filed 2026-11-04
Kornitzer Capital Management Inc
UNCHANGED
Shares4,925 from 4,925
Change0 (0%)
Value$1.2M (+$27.1K)
Filed 2026-11-03
Wedmont Private Capital
DECREASED
Shares4,906 from 5,505
Change-599 (-11%)
Value$1.2M (-$122.7K)
Filed 2026-10-09
Elmwood Wealth Management, Inc.
UNCHANGED
Shares4,892 from 4,892
Change0 (0%)
Value$1.2M (+$26.9K)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
DECREASED
Shares4,886 from 4,899
Change-13 (0%)
Value$1.2M (+$23.7K)
Filed 2026-10-26
Annex Advisory Services, LLC
INCREASED
Shares4,848 from 4,302
Change+546 (+13%)
Value$1.2M (+$159.0K)
Filed 2026-10-16
Robinson Value Management, Ltd.
INCREASED
Shares4,818 from 4,779
Change+39 (+1%)
Value$1.2M (+$36.0K)
Filed 2026-10-20
Symmetry Partners, LLC
DECREASED
Shares4,796 from 4,802
Change-6 (0%)
Value$1.2M (+$24.9K)
Filed 2026-10-27
J. Safra Sarasin Holding AG
UNCHANGED
Shares4,764 from 4,764
Change0 (0%)
Value$1.2M (+$29.7K)
Filed 2026-10-26
M Holdings Securities, Inc.
NEW
Shares4,763
Change+4,763
Value$1.2K
Filed 2026-11-03
Elevate Wealth Advisory, Inc
DECREASED
Shares4,627 from 4,632
Change-5 (0%)
Value$1.1M (+$24.2K)
Filed 2026-10-29
Patten Group, Inc.
INCREASED
Shares4,619 from 4,209
Change+410 (+10%)
Value$1.1M (+$124.8K)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares4,607 from 4,548
Change+59 (+1%)
Value$1.1M (+$39.6K)
Filed 2026-10-21
Jacobi Capital Management LLC
DECREASED
Shares4,589 from 5,430
Change-841 (-15%)
Value$1.1M (-$178.5K)
Filed 2026-11-05
Smead Capital Management, Inc.
DECREASED
Shares4,586 from 4,956
Change-370 (-7%)
Value$1.1M (-$64.4K)
Filed 2026-10-16
Rodgers & Associates, LTD
DECREASED
Shares4,564 from 4,963
Change-399 (-8%)
Value$1.1M (-$71.7K)
Filed 2026-10-20
Chesley Taft & Associates LLC
DECREASED
Shares4,543 from 5,006
Change-463 (-9%)
Value$1.1M (-$87.3K)
Filed 2026-10-13
Woodside Wealth Management LLC
UNCHANGED
Shares4,535 from 4,535
Change0 (0%)
Value$1.1M (+$24.9K)
Filed 2026-10-16
First Bank & Trust
UNCHANGED
Shares4,521 from 4,521
Change0 (0%)
Value$1.1M (+$24.9K)
Filed 2026-10-19
MBL Wealth, LLC
DECREASED
Shares4,494 from 4,594
Change-100 (-2%)
Value$1.1M (+$474)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$1.1M (+$24.6K)
Filed 2026-11-02
Guidance Point Advisors, LLC
INCREASED
Shares4,474 from 4,459
Change+15 (+0%)
Value$1.1M (+$28.1K)
Filed 2026-10-15
Latitude Advisors, LLC
INCREASED
Shares4,472 from 1,426
Change+3,046 (+214%)
Value$1.1M (+$763.0K)
Filed 2026-10-27
Welch & Forbes LLC
UNCHANGED
Shares4,470 from 4,470
Change0 (0%)
Value$1.1M (+$24.6K)
Filed 2026-11-04
Embree Financial Group
INCREASED
Shares4,456 from 4,273
Change+183 (+4%)
Value$1.1M (+$69.1K)
Filed 2026-10-22
Mezzasalma Advisors, LLC
UNCHANGED
Shares4,433 from 4,433
Change0 (0%)
Value$1.1M (+$24.4K)
Filed 2026-10-14
Wetzel Investment Advisors, Inc.
DECREASED
Shares4,313 from 4,371
Change-58 (-1%)
Value$1.1M (+$9.7K)
Filed 2026-10-13
Evergreen Advisors, LLC
INCREASED
Shares4,225 from 4,128
Change+97 (+2%)
Value$1.0M (+$46.7K)
Filed 2026-10-28
Hoge Financial Services, LLC
DECREASED
Shares4,222 from 4,381
Change-159 (-4%)
Value$1.0M (-$15.4K)
Filed 2026-11-05
Resonant Capital Advisors, LLC
UNCHANGED
Shares4,183 from 4,183
Change0 (0%)
Value$1.0M (+$23.0K)
Filed 2026-10-15
Sterling Capital Management LLC
INCREASED
Shares4,178 from 2,780
Change+1,398 (+50%)
Value$1.0M (+$361.9K)
Filed 2026-10-22
Veracity Capital LLC
DECREASED
Shares4,175 from 4,286
Change-111 (-3%)
Value$1.0M (-$4.0K)
Filed 2026-10-08
Sovran Advisors, LLC
UNCHANGED
Shares4,165 from 4,165
Change0 (0%)
Value$1.1M (+$36.3K)
Filed 2026-11-02
Curran Financial Partners, LLC
DECREASED
Shares4,148 from 4,413
Change-265 (-6%)
Value$1.0M (-$41.5K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
UNCHANGED
Shares4,134 from 4,134
Change0 (0%)
Value$1.0M (+$22.7K)
Filed 2026-10-27
1834 Investment Advisors Co
DECREASED
Shares4,122 from 4,138
Change-16 (0%)
Value$1.0M (+$18.7K)
Filed 2026-10-16
Parsons Capital Management Inc
INCREASED
Shares4,100 from 2,659
Change+1,441 (+54%)
Value$1.0M (+$371.9K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,094 from 3,667
Change+427 (+12%)
Value$1.0M (+$126.0K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
DECREASED
Shares4,077 from 4,135
Change-58 (-1%)
Value$1.0M (+$8.4K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
INCREASED
Shares4,042 from 3,927
Change+115 (+3%)
Value$1.0M (+$50.2K)
Filed 2026-10-23
Occidental Asset Management, LLC
UNCHANGED
Shares4,042 from 4,042
Change0 (0%)
Value$1.0M (+$22.2K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
INCREASED
Shares4,025 from 3,958
Change+67 (+2%)
Value$998.0K (+$38.4K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
UNCHANGED
Shares3,978 from 3,978
Change0 (0%)
Value$986.3K (+$21.9K)
Filed 2026-10-22
Stablepoint Partners, LLC
INCREASED
Shares3,973 from 3,233
Change+740 (+23%)
Value$985.0K (+$201.3K)
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares3,967 from 3,415
Change+552 (+16%)
Value$983.7K (+$155.8K)
Filed 2026-10-29
Bell Bank
DECREASED
Shares3,942 from 3,985
Change-43 (-1%)
Value$977.3K (+$11.3K)
Filed 2026-10-21
Independence Bank of Kentucky
DECREASED
Shares3,941 from 4,021
Change-80 (-2%)
Value$977.1K (+$2.3K)
Filed 2026-10-26
Maseco LLP
INCREASED
Shares3,934 from 1,361
Change+2,573 (+189%)
Value$975.3K (+$645.3K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
DECREASED
Shares3,927 from 4,166
Change-239 (-6%)
Value$973.5K (-$36.5K)
Filed 2026-10-26
Brown Financial Advisory
DECREASED
Shares3,914 from 3,949
Change-35 (-1%)
Value$970.3K (+$13.0K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares3,912
Change+3,912
Value$969.9K
Filed 2026-10-28
William Howard & Co Financial Advisors Inc
INCREASED
Shares3,892 from 3,878
Change+14 (+0%)
Value$964.9K (+$24.9K)
Filed 2026-11-04
Nvwm, LLC
NEW
Shares3,854
Change+3,854
Value$955.5K
Filed 2026-10-14
Invenio Wealth Partners LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$949.6K (+$21.1K)
Filed 2026-10-20
BKM Wealth Management, LLC
INCREASED
Shares3,822 from 817
Change+3,005 (+368%)
Value$947.6K (+$749.5K)
Filed 2026-10-22
LongView Wealth Management
DECREASED
Shares3,807 from 3,894
Change-87 (-2%)
Value$943.8K (-$287)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares3,807 from 3,805
Change+2 (+0%)
Value$967.8K (+$45.4K)
Filed 2026-10-15
American National Bank & Trust
DECREASED
Shares3,806 from 4,381
Change-575 (-13%)
Value$943.6K (-$118.5K)
Filed 2026-10-07
Sunpointe, LLC
UNCHANGED
Shares3,805 from 3,805
Change0 (0%)
Value$943.4K (+$20.9K)
Filed 2026-10-22
Emprise Bank
UNCHANGED
Shares3,801 from 3,801
Change0 (0%)
Value$942.4K (+$20.9K)
Filed 2026-10-07
First United Bank & Trust
DECREASED
Shares3,784 from 3,852
Change-68 (-2%)
Value$938.2K (+$4.3K)
Filed 2026-10-22
Rockland Trust Co
INCREASED
Shares3,774 from 3,048
Change+726 (+24%)
Value$935.7K (+$196.8K)
Filed 2026-10-05
Integrity Advisory Solutions, LLC
INCREASED
Shares3,771 from 3,475
Change+296 (+9%)
Value$934.9K (+$92.5K)
Filed 2026-10-29
Live Oak Private Wealth LLC
DECREASED
Shares3,769 from 3,771
Change-2 (0%)
Value$934.4K (+$20.2K)
Filed 2026-11-02
Collective Family Office LLC
UNCHANGED
Shares3,751 from 3,751
Change0 (0%)
Value$930.0K (+$20.6K)
Filed 2026-10-05
Matthew Goff Investment Advisor, LLC
DECREASED
Shares3,742 from 3,952
Change-210 (-5%)
Value$927.8K (-$30.3K)
Filed 2026-10-13
Able Financial Group, LLC
DECREASED
Shares3,728 from 3,842
Change-114 (-3%)
Value$924.3K (-$7.1K)
Filed 2026-10-14
Roxbury Financial LLC
DECREASED
Shares3,726 from 3,748
Change-22 (-1%)
Value$923.7K (+$15.0K)
Filed 2026-10-01
Beacon Investment Advisory Services, Inc.
INCREASED
Shares3,719 from 1,995
Change+1,724 (+86%)
Value$922.1K (+$438.4K)
Filed 2026-10-13
Paragon Capital Management Ltd
DECREASED
Shares3,705 from 3,901
Change-196 (-5%)
Value$918.6K (-$27.2K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares3,703 from 3,703
Change0 (0%)
Value$918.1K (+$20.4K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,698 from 3,828
Change-130 (-3%)
Value$916.9K (-$11.0K)
Filed 2026-10-14
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares3,698 from 3,822
Change-124 (-3%)
Value$916.9K (-$9.7K)
Filed 2026-10-15
Central Trust Co
INCREASED
Shares3,684 from 3,524
Change+160 (+5%)
Value$913.4K (+$59.1K)
Filed 2026-11-05
GLR Partners, LLC
UNCHANGED
Shares3,672 from 3,672
Change0 (0%)
Value$910.4K (+$20.2K)
Filed 2026-11-04
Michels Family Financial, LLC
DECREASED
Shares3,664 from 3,760
Change-96 (-3%)
Value$908.4K (-$3.0K)
Filed 2026-11-02
Johnson Bixby & Associates, LLC
DECREASED
Shares3,650 from 3,662
Change-12 (0%)
Value$904.9K (+$17.2K)
Filed 2026-10-14
Norris Perne & French LLP
INCREASED
Shares3,635 from 3,029
Change+606 (+20%)
Value$901.2K (+$166.9K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
UNCHANGED
Shares3,631 from 3,631
Change0 (0%)
Value$900.2K (+$20.0K)
Filed 2026-10-29
3 Factor Indexing, LLC
UNCHANGED
Shares3,615 from 3,615
Change0 (0%)
Value$896.3K (+$19.9K)
Filed 2026-10-15
TMB Capital Partners, LLC
INCREASED
Shares3,612 from 3,552
Change+60 (+2%)
Value$895.5K (+$34.4K)
Filed 2026-10-20
Archford Capital Strategies, LLC
UNCHANGED
Shares3,604 from 3,604
Change0 (0%)
Value$893.5K (+$19.8K)
Filed 2026-10-19
Heartwood Wealth Advisors LLC
DECREASED
Shares3,577 from 3,587
Change-10 (0%)
Value$886.8K (+$17.3K)
Filed 2026-10-05
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares3,567 from 3,567
Change0 (0%)
Value$884.4K (+$19.6K)
Filed 2026-10-28
Lakewood Asset Management LLC
DECREASED
Shares3,544 from 3,947
Change-403 (-10%)
Value$878.7K (-$78.1K)
Filed 2026-10-26
Financial Guidance Group, Inc.
UNCHANGED
Shares3,542 from 3,542
Change0 (0%)
Value$878.2K (+$19.5K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
DECREASED
Shares3,530 from 3,549
Change-19 (-1%)
Value$875.3K (+$14.9K)
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares3,521 from 4,809
Change-1,288 (-27%)
Value$873 (-$1.2M)
Filed 2026-10-23
First County Bank
UNCHANGED
Shares3,521 from 3,521
Change0 (0%)
Value$873.0K (+$19.4K)
Filed 2026-10-13
Waterfront Wealth Inc.
UNCHANGED
Shares3,507 from 3,507
Change0 (0%)
Value$902.4K (+$36.7K)
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares3,457 from 3,128
Change+329 (+11%)
Value$857.1K (+$98.9K)
Filed 2026-10-19
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares3,454 from 3,464
Change-10 (0%)
Value$856.4K (+$16.6K)
Filed 2026-10-19
Greatmark Investment Partners, Inc.
UNCHANGED
Shares3,413 from 3,413
Change0 (0%)
Value$846.2K (+$18.8K)
Filed 2026-10-28
Verus Capital Partners, LLC
DECREASED
Shares3,388 from 10,118
Change-6,730 (-67%)
Value$840.0K (-$1.6M)
Filed 2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares3,343 from 3,287
Change+56 (+2%)
Value$828.9K (+$32.0K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares3,336 from 5,258
Change-1,922 (-37%)
Value$827.2K (-$447.4K)
Filed 2026-10-23
Peck Wealth Management, LLC
UNCHANGED
Shares3,336 from 3,336
Change0 (0%)
Value$827.1K (+$18.3K)
Filed 2026-10-29
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares3,327 from 3,327
Change0 (0%)
Value$824.9K (+$18.3K)
Filed 2026-10-13
Boyer Financial Services, Inc.
UNCHANGED
Shares3,315 from 3,315
Change0 (0%)
Value$821.9K (+$3.7K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
DECREASED
Shares3,283 from 3,473
Change-190 (-5%)
Value$814.0K (-$28.0K)
Filed 2026-10-22
Obsidian CIO, LLC
INCREASED
Shares3,255 from 3,244
Change+11 (+0%)
Value$807.1K (+$20.6K)
Filed 2026-11-05
Stanich Group LLC
DECREASED
Shares3,254 from 3,355
Change-101 (-3%)
Value$806.6K (-$6.6K)
Filed 2026-10-16
Trust Co of Vermont
UNCHANGED
Shares3,236 from 3,236
Change0 (0%)
Value$802.3K (+$17.8K)
Filed 2026-10-21
FinArc Investments, Inc.
INCREASED
Shares3,224 from 3,091
Change+133 (+4%)
Value$799.3K (+$50.0K)
Filed 2026-10-14
Essex Bank
INCREASED
Shares3,195 from 2,827
Change+368 (+13%)
Value$792.1K (+$106.8K)
Filed 2026-10-16
Wealth Science Advisors LLC
UNCHANGED
Shares3,191 from 3,191
Change0 (0%)
Value$791.1K (+$17.6K)
Filed 2026-10-09
Leo Wealth, LLC
NEW
Shares3,188
Change+3,188
Value$790.3K
Filed 2026-10-26
S.E.E.D. Planning Group LLC
INCREASED
Shares3,186 from 1,649
Change+1,537 (+93%)
Value$789.9K (+$390.1K)
Filed 2026-10-07
Vann Equity Management LLC
INCREASED
Shares3,186 from 2,590
Change+596 (+23%)
Value$789.8K (+$161.9K)
Filed 2026-10-08
TrueWealth Advisors, LLC
INCREASED
Shares3,170 from 3,135
Change+35 (+1%)
Value$786.0K (+$26.0K)
Filed 2026-10-09
Capital City Trust Co
UNCHANGED
Shares3,162 from 3,162
Change0 (0%)
Value$784.0K (+$17.4K)
Filed 2026-10-22
Flaharty Asset Management, LLC
DECREASED
Shares3,160 from 9,052
Change-5,892 (-65%)
Value$788.1K (-$1.4M)
Filed 2026-11-02
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares3,105 from 3,105
Change0 (0%)
Value$769.8K (+$17.1K)
Filed 2026-10-22
Targeted Financial Services LLC
UNCHANGED
Shares3,104 from 3,104
Change0 (0%)
Value$769.6K (+$17.1K)
Filed 2026-10-19
Klein Pavlis & Peasley Financial, Inc.
NEW
Shares3,080
Change+3,080
Value$763.7K
Filed 2026-10-13
AAF Wealth Management, LLC
UNCHANGED
Shares3,076 from 3,076
Change0 (0%)
Value$762.7K (+$16.9K)
Filed 2026-10-28
Peak Wealth Management LLC
INCREASED
Shares3,054 from 2,950
Change+104 (+4%)
Value$787.0K (+$71.8K)
Filed 2026-10-26
One Day In July LLC
DECREASED
Shares3,036 from 3,166
Change-130 (-4%)
Value$752.7K (-$14.8K)
Filed 2026-10-30
Chapin Davis, Inc.
DECREASED
Shares3,033 from 3,047
Change-14 (0%)
Value$752.0K (+$13.5K)
Filed 2026-10-09
Tcfg Investment Advisors, LLC
INCREASED
Shares2,997 from 2,688
Change+309 (+12%)
Value$743.6K (+$84.4K)
Filed 2026-10-20
Lunt Capital Management, Inc.
UNCHANGED
Shares2,994 from 2,994
Change0 (0%)
Value$742.3K (+$16.5K)
Filed 2026-10-30
Macco Financial Group, Inc.
INCREASED
Shares2,978 from 2,798
Change+180 (+6%)
Value$738.3K (+$60.0K)
Filed 2026-11-05
Odyssey Capital Advisors, Inc.
DECREASED
Shares2,972 from 3,120
Change-148 (-5%)
Value$737.0K (-$19.5K)
Filed 2026-10-26
Skyline Advisors, Inc.
DECREASED
Shares2,969 from 3,116
Change-147 (-5%)
Value$736.2K (-$19.2K)
Filed 2026-11-03
Fulton Breakefield Broenniman LLC
DECREASED
Shares2,954 from 3,028
Change-74 (-2%)
Value$732.4K (-$1.7K)
Filed 2026-11-03
Greenup Street Wealth Management LLC
UNCHANGED
Shares2,947 from 2,947
Change0 (0%)
Value$730.7K (+$16.2K)
Filed 2026-10-28
WealthPlan Investment Management, LLC
INCREASED
Shares2,923 from 2,910
Change+13 (+0%)
Value$724.7K (+$19.2K)
Filed 2026-10-15
Oxler Private Wealth LLC
INCREASED
Shares2,922 from 2,914
Change+8 (+0%)
Value$724.5K (+$18.0K)
Filed 2026-10-21
WBH Advisory Inc
DECREASED
Shares2,919 from 3,061
Change-142 (-5%)
Value$723.7K (-$18.3K)
Filed 2026-11-05
Symphony Financial, Ltd. Co.
DECREASED
Shares2,905 from 3,270
Change-365 (-11%)
Value$722.5K (-$70.9K)
Filed 2026-10-22
Hoese & Co LLP
UNCHANGED
Shares2,887 from 2,887
Change0 (0%)
Value$715.8K (+$15.9K)
Filed 2026-10-21
Burton Enright Welch
INCREASED
Shares2,881 from 2,801
Change+80 (+3%)
Value$714.3K (+$35.2K)
Filed 2026-11-04
Financial Insights, Inc.
DECREASED
Shares2,865 from 3,078
Change-213 (-7%)
Value$710.3K (-$35.9K)
Filed 2026-10-27
APS Management Group, Inc.
UNCHANGED
Shares2,865 from 2,865
Change0 (0%)
Value$710.3K (+$15.8K)
Filed 2026-10-14
DSG Capital Advisors, LLC
UNCHANGED
Shares2,854 from 2,854
Change0 (0%)
Value$707.6K (+$4.5K)
Filed 2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares2,845 from 2,060
Change+785 (+38%)
Value$705 (-$498.3K)
Filed 2026-10-26
Mirador Capital Partners LP
INCREASED
Shares2,840 from 2,829
Change+11 (+0%)
Value$704.1K (+$18.2K)
Filed 2026-10-09
Carnegie Investment Counsel
INCREASED
Shares2,838 from 2,638
Change+200 (+8%)
Value$703.6K (+$64.1K)
Filed 2026-10-20
Ignite Planners, LLC
UNCHANGED
Shares2,830 from 2,830
Change0 (0%)
Value$701.6K (+$15.6K)
Filed 2026-10-14
Soltis Investment Advisors LLC
INCREASED
Shares2,825 from 2,672
Change+153 (+6%)
Value$700.5K (+$52.8K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares2,819 from 2,819
Change0 (0%)
Value$698.9K (+$15.5K)
Filed 2026-10-16
James Investment Research, Inc.
DECREASED
Shares2,794 from 2,901
Change-107 (-4%)
Value$692.7K (-$10.6K)
Filed 2026-10-22
PFG Advisors
DECREASED
Shares2,789 from 2,874
Change-85 (-3%)
Value$691.4K (-$5.3K)
Filed 2026-10-16
Gallacher Capital Management LLC
DECREASED
Shares2,789 from 2,845
Change-56 (-2%)
Value$691.4K (+$1.8K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
NEW
Shares2,780
Change+2,780
Value$689.2K
Filed 2026-10-14
Biltmore Family Office, LLC
INCREASED
Shares2,780 from 2,573
Change+207 (+8%)
Value$689.2K (+$65.5K)
Filed 2026-11-03
Navigation Wealth Management, Inc.
INCREASED
Shares2,759 from 2,721
Change+38 (+1%)
Value$702.6K (+$42.9K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares2,757 from 2,643
Change+114 (+4%)
Value$683.7K (+$43.0K)
Filed 2026-11-02
Buckhead Capital Management LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$681.8K (+$15.1K)
Filed 2026-11-03
Alpine Bank Wealth Management
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$680.6K (+$15.1K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,740 from 2,750
Change-10 (0%)
Value$679.3K (+$12.6K)
Filed 2026-11-05
Aire Advisors, LLC
INCREASED
Shares2,731 from 2,730
Change+1 (+0%)
Value$677.1K (+$15.3K)
Filed 2026-10-22
Platform Technology Partners
DECREASED
Shares2,719 from 2,897
Change-178 (-6%)
Value$674.1K (-$28.2K)
Filed 2026-11-02
Stronghold Wealth Management L.L.C.
DECREASED
Shares2,714 from 2,874
Change-160 (-6%)
Value$672.9K (-$23.9K)
Filed 2026-10-16
Navigate Wealth Management, LLC
INCREASED
Shares2,678 from 1,724
Change+954 (+55%)
Value$679.0K (+$251.4K)
Filed 2026-10-14
Hamilton Capital, LLC
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$662.0K (+$14.7K)
Filed 2026-10-08
Cornerstone Wealth Group, LLC
DECREASED
Shares2,635 from 2,639
Change-4 (0%)
Value$653.3K (+$13.5K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$653.3K (+$14.5K)
Filed 2026-10-29
Merrion Investment Management Co, LLC
INCREASED
Shares2,620 from 1,620
Change+1,000 (+62%)
Value$649.6K (+$256.8K)
Filed 2026-10-16
Townsend Asset Management Corp
DECREASED
Shares2,608 from 2,622
Change-14 (-1%)
Value$646.7K (+$11.0K)
Filed 2026-10-29
Fidelity D & D Bancorp Inc
UNCHANGED
Shares2,608 from 2,608
Change0 (0%)
Value$646.6K (+$14.3K)
Filed 2026-11-05
Rose Capital Advisors LLC
INCREASED
Shares2,595 from 2,594
Change+1 (+0%)
Value$643.5K (+$14.6K)
Filed 2026-11-04
TigerOak Management, L.L.C.
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$642.6K (+$14.3K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares2,591 from 2,631
Change-40 (-2%)
Value$642.4K (+$4.6K)
Filed 2026-10-08
TD Waterhouse Canada Inc.
INCREASED
Shares2,583 from 1,269
Change+1,314 (+104%)
Value$661.3K (+$351.8K)
Filed 2026-10-16
Archer Investment Corp
INCREASED
Shares2,575 from 2,527
Change+48 (+2%)
Value$638.4K (+$25.9K)
Filed 2026-11-05
Ehrlich Financial Group
NEW
Shares2,573
Change+2,573
Value$637.9K
Filed 2026-10-20
Snider Financial Group
DECREASED
Shares2,559 from 2,786
Change-227 (-8%)
Value$634.5K (-$41.0K)
Filed 2026-10-16
Decision Investments, Inc
UNCHANGED
Shares2,556 from 2,556
Change0 (0%)
Value$633.7K (+$14.1K)
Filed 2026-10-07
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares2,547 from 2,547
Change0 (0%)
Value$631.5K (+$14.0K)
Filed 2026-11-03
Cypress Capital, LLC
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$624.8K (+$13.9K)
Filed 2026-10-20
Wealthcare Capital Partners, LLC
INCREASED
Shares2,508 from 2,507
Change+1 (+0%)
Value$621.8K (+$14.0K)
Filed 2026-10-21
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares2,506 from 2,506
Change0 (0%)
Value$621.3K (+$13.8K)
Filed 2026-11-03
Klingman & Associates, LLC
UNCHANGED
Shares2,504 from 2,504
Change0 (0%)
Value$620.8K (+$13.8K)
Filed 2026-10-20
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares2,491 from 2,081
Change+410 (+20%)
Value$617.6K (+$113.1K)
Filed 2026-10-08
Coastline Trust Co
DECREASED
Shares2,487 from 3,634
Change-1,147 (-32%)
Value$616.6K (-$264.4K)
Filed 2026-10-01
GGM Financial LLC
DECREASED
Shares2,486 from 2,512
Change-26 (-1%)
Value$616.4K (+$7.4K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
DECREASED
Shares2,478 from 2,507
Change-29 (-1%)
Value$614.4K (+$6.4K)
Filed 2026-10-22
YHB Investment Advisors, Inc.
INCREASED
Shares2,462 from 2,458
Change+4 (+0%)
Value$610.4K (+$14.5K)
Filed 2026-10-08
Woodward Financial Advisors, Inc.
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$607.4K (+$13.5K)
Filed 2026-10-19
Advisory Solutions Group, LLC
NEW
Shares2,431
Change+2,431
Value$602.8K
Filed 2026-10-14
Atala Financial Inc
DECREASED
Shares2,390 from 2,424
Change-34 (-1%)
Value$592.6K (+$4.9K)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
NEW
Shares2,386
Change+2,386
Value$591.6K
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED
Shares2,372 from 1,914
Change+458 (+24%)
Value$588.1K (+$124.1K)
Filed 2026-10-29
Central Pacific Bank - Trust Division
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$587.6K (+$13.0K)
Filed 2026-10-06
Triad Wealth Partners, LLC
INCREASED
Shares2,359 from 2,084
Change+275 (+13%)
Value$584.9K (+$55.1K)
Filed 2026-10-26
Braun Stacey Associates Inc
DECREASED
Shares2,339 from 2,576
Change-237 (-9%)
Value$579.9K (-$44.6K)
Filed 2026-10-19
First Financial Corp
DECREASED
Shares2,336 from 2,444
Change-108 (-4%)
Value$579.2K (-$13.3K)
Filed 2026-10-13
Old Mission Investment Co LLC
UNCHANGED
Shares2,332 from 2,332
Change0 (0%)
Value$578.2K (+$12.8K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares2,327 from 2,327
Change0 (0%)
Value$576.9K (+$12.8K)
Filed 2026-10-22
HT Partners LLC
UNCHANGED
Shares2,322 from 2,322
Change0 (0%)
Value$575.7K (+$12.8K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares2,319 from 2,319
Change0 (0%)
Value$575.0K (+$12.8K)
Filed 2026-10-05
Stonehearth Capital Management, LLC
INCREASED
Shares2,313 from 1,553
Change+760 (+49%)
Value$573.5K (+$197.0K)
Filed 2026-10-13
Aufman Associates Inc
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$572.7K (+$12.7K)
Filed 2026-11-04
West Financial Advisors, LLC
INCREASED
Shares2,309 from 1,049
Change+1,260 (+120%)
Value$572.5K (+$318.2K)
Filed 2026-10-22
Ellis Investment Partners, LLC
DECREASED
Shares2,299 from 2,317
Change-18 (-1%)
Value$570.2K (+$8.3K)
Filed 2026-10-21
Lake Street Private Wealth, LLC
INCREASED
Shares2,287 from 2,276
Change+11 (+0%)
Value$566.9K (+$15.1K)
Filed 2026-10-22
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares2,278 from 1,266
Change+1,012 (+80%)
Value$564.7K (+$257.9K)
Filed 2026-10-22
Black Diamond Financial, LLC
UNCHANGED
Shares2,272 from 2,272
Change0 (0%)
Value$563.3K (+$12.5K)
Filed 2026-10-26
Petredis Investment Advisors LLC
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$562.3K (+$12.5K)
Filed 2026-10-20
CWA Asset Management Group, LLC
DECREASED
Shares2,265 from 2,315
Change-50 (-2%)
Value$561.5K (+$336)
Filed 2026-10-19
Tandem Capital Management Corp
UNCHANGED
Shares2,264 from 2,264
Change0 (0%)
Value$561.3K (+$12.5K)
Filed 2026-10-22
Fusion Capital, LLC
DECREASED
Shares2,255 from 2,508
Change-253 (-10%)
Value$559.0K (-$49.1K)
Filed 2026-10-28
Decker Wealth Management LLC
NEW
Shares2,240
Change+2,240
Value$555.4K
Filed 2026-10-09
Salem Investment Counselors Inc
INCREASED
Shares2,216 from 2,163
Change+53 (+2%)
Value$549.4K (+$25.0K)
Filed 2026-10-13
Stanley-Laman Group, Ltd.
UNCHANGED
Shares2,216 from 2,216
Change0 (0%)
Value$549.5K (+$12.2K)
Filed 2026-10-20
Impact Capital Partners LLC
DECREASED
Shares2,201 from 2,875
Change-674 (-23%)
Value$545.7K (-$151.3K)
Filed 2026-10-22
Essential Investment Partners LLC
UNCHANGED
Shares2,195 from 2,195
Change0 (0%)
Value$544.2K (+$12.1K)
Filed 2026-10-27
Berkshire Money Management, Inc.
NEW
Shares2,190
Change+2,190
Value$543.0K
Filed 2026-10-21
Summit Investment Advisors, Inc.\KS
INCREASED
Shares2,186 from 2,178
Change+8 (+0%)
Value$541.9K (+$14.0K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
DECREASED
Shares2,185 from 2,190
Change-5 (0%)
Value$541.8K (+$10.8K)
Filed 2026-10-21
Rockwood Wealth Management, LLC
UNCHANGED
Shares2,181 from 2,181
Change0 (0%)
Value$540.7K (+$12.0K)
Filed 2026-10-27
Tritonpoint Wealth, LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$539.5K (+$12.0K)
Filed 2026-10-19
Versant Capital Management, Inc
UNCHANGED
Shares2,173 from 2,173
Change0 (0%)
Value$538.8K (+$12.0K)
Filed 2026-10-02
Hollow Brook Wealth Management LLC
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$538.0K (+$11.9K)
Filed 2026-10-29
Power Wealth Management LLC
INCREASED
Shares2,162 from 2,131
Change+31 (+1%)
Value$536.0K (+$19.4K)
Filed 2026-10-27
Triangle Securities Wealth Management
DECREASED
Shares2,139 from 2,176
Change-37 (-2%)
Value$530.3K (+$2.8K)
Filed 2026-10-14
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,134 from 2,088
Change+46 (+2%)
Value$529.1K (+$22.9K)
Filed 2026-11-04
Orba Wealth Advisors, L.L.C.
INCREASED
Shares2,132 from 1,907
Change+225 (+12%)
Value$528.7K (+$66.3K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
UNCHANGED
Shares2,131 from 2,131
Change0 (0%)
Value$528.3K (+$11.7K)
Filed 2026-10-28
Private Wealth Partners, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$528.1K (+$11.7K)
Filed 2026-10-22
GreatBanc Trust Co
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$527.8K (+$11.7K)
Filed 2026-11-04
Weatherly Asset Management L. P.
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$527.6K (+$11.7K)
Filed 2026-10-20
Harbor Group, Inc.
INCREASED
Shares2,124 from 2,120
Change+4 (+0%)
Value$526.5K (+$12.5K)
Filed 2026-10-14
WealthBridge Capital Management, LLC
DECREASED
Shares2,118 from 2,273
Change-155 (-7%)
Value$525.1K (-$25.9K)
Filed 2026-10-16
Willner & Heller, LLC
INCREASED
Shares2,104 from 2,096
Change+8 (+0%)
Value$521.6K (+$13.5K)
Filed 2026-10-28
Trust Co
INCREASED
Shares2,095 from 1,531
Change+564 (+37%)
Value$519.4K (+$148.3K)
Filed 2026-10-09
Beacon Capital Management, LLC
DECREASED
Shares2,089 from 2,247
Change-158 (-7%)
Value$518.0K (-$26.7K)
Filed 2026-10-23
DDD Partners, LLC
UNCHANGED
Shares2,072 from 2,072
Change0 (0%)
Value$513.7K (+$11.4K)
Filed 2026-11-02
Box Hill Private Wealth LLC
INCREASED
Shares2,064 from 1,778
Change+286 (+16%)
Value$511.6K (+$80.6K)
Filed 2026-10-05
WD Rutherford LLC
NEW
Shares2,058
Change+2,058
Value$510.2K
Filed 2026-10-26
NWF Advisory Services Inc.
INCREASED
Shares2,049 from 1,797
Change+252 (+14%)
Value$507.5K (+$72.3K)
Filed 2026-10-19
Marino, Stram & Associates LLC
DECREASED
Shares2,046 from 2,200
Change-154 (-7%)
Value$507.3K (-$26.0K)
Filed 2026-10-22
Smith Salley Wealth Management
DECREASED
Shares2,046 from 2,075
Change-29 (-1%)
Value$507.3K (+$4.1K)
Filed 2026-11-03
Cypress Wealth Services, LLC
INCREASED
Shares2,045 from 2,044
Change+1 (+0%)
Value$514.9K (+$19.4K)
Filed 2026-10-21
Lodestar Private Asset Management LLC
DECREASED
Shares2,041 from 2,134
Change-93 (-4%)
Value$506.1K (-$11.4K)
Filed 2026-10-26
Diversified Management Inc
INCREASED
Shares2,029 from 2,027
Change+2 (+0%)
Value$503.1K (+$11.6K)
Filed 2026-10-08
Stockman Wealth Management, Inc.
INCREASED
Shares2,026 from 1,963
Change+63 (+3%)
Value$502.3K (+$26.4K)
Filed 2026-10-27
SmartHarvest Portfolios, LLC
DECREASED
Shares2,011 from 2,763
Change-752 (-27%)
Value$498.6K (-$171.2K)
Filed 2026-10-26
Towercrest Capital Management
DECREASED
Shares2,004 from 2,185
Change-181 (-8%)
Value$496.7K (-$32.9K)
Filed 2026-10-23
Baring Financial LLC
INCREASED
Shares2,003 from 1,996
Change+7 (+0%)
Value$496.5K (+$12.7K)
Filed 2026-10-07
United Financial Planning Group LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$495.9K (+$11.0K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
DECREASED
Shares1,984 from 1,997
Change-13 (-1%)
Value$494.2K (+$10.2K)
Filed 2026-10-27
MSH Capital Advisors LLC
INCREASED
Shares1,984 from 1,977
Change+7 (+0%)
Value$492.0K (+$12.7K)
Filed 2026-11-03
Gray Private Wealth, LLC
DECREASED
Shares1,950 from 1,970
Change-20 (-1%)
Value$483.5K (+$5.9K)
Filed 2026-10-28
SteelPeak Wealth, LLC
INCREASED
Shares1,934 from 1,874
Change+60 (+3%)
Value$479.4K (+$25.2K)
Filed 2026-10-16
Mascagni Wealth Management, Inc.
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$478.5K (+$10.6K)
Filed 2026-10-23
Parkshore Wealth Management, Inc.
DECREASED
Shares1,927 from 1,983
Change-56 (-3%)
Value$477.8K (-$2.9K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares1,922 from 2,275
Change-353 (-16%)
Value$476.5K (-$75.0K)
Filed 2026-10-14
River's Edge Wealth Management, LLC
DECREASED
Shares1,917 from 1,931
Change-14 (-1%)
Value$490.3K (+$12.7K)
Filed 2026-10-19
PUREfi Wealth, LLC
UNCHANGED
Shares1,914 from 1,914
Change0 (0%)
Value$474.5K (+$10.5K)
Filed 2026-10-19
ShoreHaven Wealth Partners, LLC
INCREASED
Shares1,911 from 1,837
Change+74 (+4%)
Value$473.7K (+$28.4K)
Filed 2026-10-16
Arbor Wealth Advisors LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$473.5K (+$10.5K)
Filed 2026-10-09
ASL Financial, LLC
INCREASED
Shares1,903 from 1,900
Change+3 (+0%)
Value$471.9K (+$11.3K)
Filed 2026-10-15
Integris Wealth Management, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$471.1K (+$10.5K)
Filed 2026-10-14
Compass Financial Management LLC
DECREASED
Shares1,899 from 1,937
Change-38 (-2%)
Value$470.8K (-$18.2K)
Filed 2026-10-30
First Nebraska Trust Co
DECREASED
Shares1,897 from 2,077
Change-180 (-9%)
Value$470.3K (-$33.2K)
Filed 2026-10-30
Pittenger & Anderson Inc
UNCHANGED
Shares1,895 from 1,895
Change0 (0%)
Value$469.8K (+$10.4K)
Filed 2026-11-02
Jamison Private Wealth Management, Inc.
INCREASED
Shares1,889 from 1,852
Change+37 (+2%)
Value$468.3K (+$19.2K)
Filed 2026-10-14
Galvin, Gaustad & Stein, LLC
DECREASED
Shares1,889 from 1,898
Change-9 (0%)
Value$468.3K (+$8.2K)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares1,886 from 2,011
Change-125 (-6%)
Value$467.5K (-$19.9K)
Filed 2026-11-05
Atticus Wealth Management, LLC
DECREASED
Shares1,871 from 1,909
Change-38 (-2%)
Value$463.9K (+$1.1K)
Filed 2026-10-20
Obermeyer Wealth Partners
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$462.9K (+$10.3K)
Filed 2026-10-21
Plus Group Wealth Advisors LLC
DECREASED
Shares1,854 from 1,861
Change-7 (0%)
Value$459.7K (+$8.6K)
Filed 2026-10-19
Washington Trust Co
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$459.2K (+$10.2K)
Filed 2026-10-22
Mcdonald Partners LLC
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$458.7K (+$10.2K)
Filed 2026-11-03
Strategic Planning Group, LLC
INCREASED
Shares1,849 from 1,842
Change+7 (+0%)
Value$458.6K (+$11.8K)
Filed 2026-10-22
Arlington Trust Co LLC
UNCHANGED
Shares1,849 from 1,849
Change0 (0%)
Value$458.4K (+$10.2K)
Filed 2026-10-20
MCF Advisors LLC
DECREASED
Shares1,845 from 1,924
Change-79 (-4%)
Value$457.5K (-$8.9K)
Filed 2026-10-28
JB Capital LLC
INCREASED
Shares1,833 from 1,784
Change+49 (+3%)
Value$454.4K (+$21.9K)
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares1,826 from 1,453
Change+373 (+26%)
Value$452.7K (+$100.4K)
Filed 2026-11-02
Cassia Capital Partners, LLC
UNCHANGED
Shares1,814 from 1,814
Change0 (0%)
Value$449.7K (+$10.0K)
Filed 2026-11-04
SC&H Financial Advisors, Inc.
DECREASED
Shares1,808 from 2,033
Change-225 (-11%)
Value$448.3K (-$44.5K)
Filed 2026-10-14
Cypress Capital Group
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$447.5K (+$9.9K)
Filed 2026-11-03
Selective Wealth Management, Inc.
INCREASED
Shares1,801 from 1,800
Change+1 (+0%)
Value$461.4K (+$15.0K)
Filed 2026-10-16
Centerpoint Advisors, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$446.0K (+$10.0K)
Filed 2026-11-05
Fairway Wealth LLC
INCREASED
Shares1,787 from 1,782
Change+5 (+0%)
Value$443.1K (+$11.0K)
Filed 2026-10-30
Bayban
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$432.5K ($0)
Filed 2026-11-05
Riverbend Wealth Management, LLC
INCREASED
Shares1,770 from 1,582
Change+188 (+12%)
Value$438.9K (+$55.3K)
Filed 2026-10-15
Bay Capital Advisors, LLC
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$438.9K (+$9.8K)
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares1,769 from 1,704
Change+65 (+4%)
Value$438.5K (+$25.5K)
Filed 2026-10-19
Matisse Capital
INCREASED
Shares1,766 from 1,765
Change+1 (+0%)
Value$438.0K (+$10.0K)
Filed 2026-10-29
Armstrong Advisory Group, Inc
INCREASED
Shares1,765 from 1,756
Change+9 (+1%)
Value$437.5K (+$11.8K)
Filed 2026-10-09
Park Edge Advisors, LLC
INCREASED
Shares1,763 from 1,748
Change+15 (+1%)
Value$437.1K (+$13.3K)
Filed 2026-10-28
Altus Wealth Management, LLC
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$436.6K (+$9.7K)
Filed 2026-10-13
Joel Adams & Associates, Inc.
DECREASED
Shares1,728 from 1,819
Change-91 (-5%)
Value$428.4K (-$12.5K)
Filed 2026-11-02
Objective Capital Management, LLC
INCREASED
Shares1,724 from 1,104
Change+620 (+56%)
Value$427.4K (+$159.8K)
Filed 2026-10-13
Oliver Luxxe Assets LLC
INCREASED
Shares1,724 from 1,507
Change+217 (+14%)
Value$427.3K (+$62.0K)
Filed 2026-10-14
Emergent Wealth Advisors, LLC
INCREASED
Shares1,723 from 1,717
Change+6 (+0%)
Value$427.2K (+$11.0K)
Filed 2026-10-09
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares1,721 from 1,671
Change+50 (+3%)
Value$431.7K (+$26.6K)
Filed 2026-10-20
Eagle Rock Investment Company, LLC
INCREASED
Shares1,710 from 1,488
Change+222 (+15%)
Value$424.0K (+$63.2K)
Filed 2026-10-21
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares1,702 from 1,722
Change-20 (-1%)
Value$422.1K (+$4.5K)
Filed 2026-10-26
Orrstown Financial Services Inc
DECREASED
Shares1,690 from 1,705
Change-15 (-1%)
Value$419.0K (+$5.7K)
Filed 2026-10-14
LVW Advisors, LLC
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$419.1K (+$9.3K)
Filed 2026-10-19
Cathy Pareto & Associates, Inc
INCREASED
Shares1,682 from 1,676
Change+6 (+0%)
Value$417.1K (+$10.7K)
Filed 2026-10-15
Opal Wealth Advisors, LLC
UNCHANGED
Shares1,669 from 1,669
Change0 (0%)
Value$413.8K (+$9.2K)
Filed 2026-10-16
Aspire Private Capital, LLC
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$411.6K (+$9.1K)
Filed 2026-11-05
Austin Asset Management Co Inc
DECREASED
Shares1,654 from 2,361
Change-707 (-30%)
Value$410.1K (-$162.3K)
Filed 2026-10-29
Beacon Financial Strategies Corp
DECREASED
Shares1,642 from 2,395
Change-753 (-31%)
Value$407.0K (-$173.7K)
Filed 2026-10-14
Appleton Partners Inc
UNCHANGED
Shares1,639 from 1,639
Change0 (0%)
Value$406 (-$396.6K)
Filed 2026-10-30
Hunter Associates Investment Management LLC
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$404 (-$394.6K)
Filed 2026-10-26
Washington Trust Bank
DECREASED
Shares1,628 from 1,793
Change-165 (-9%)
Value$403.6K (-$31.0K)
Filed 2026-11-03
Jnba Financial Advisors
DECREASED
Shares1,628 from 1,637
Change-9 (-1%)
Value$403.6K (+$6.8K)
Filed 2026-11-03
Align Financial, LLC
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$403.1K (+$8.9K)
Filed 2026-10-16
Powerhouse Assets LLC
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$400.4K (+$8.9K)
Filed 2026-10-19
Balentine LLC
INCREASED
Shares1,605 from 1,546
Change+59 (+4%)
Value$397.9K (+$23.1K)
Filed 2026-11-03
Aerodigm Wealth, LLC
DECREASED
Shares1,601 from 1,607
Change-6 (0%)
Value$396.9K (+$7.4K)
Filed 2026-10-16
Csenge Advisory Group
DECREASED
Shares1,599 from 1,635
Change-36 (-2%)
Value$396.5K (+$103)
Filed 2026-11-04
Berkeley, Inc
DECREASED
Shares1,599 from 1,624
Change-25 (-2%)
Value$396.4K (+$2.7K)
Filed 2026-10-20
Poehling Capital Management, Inc.
INCREASED
Shares1,591 from 1,590
Change+1 (+0%)
Value$394.3K (+$8.8K)
Filed 2026-10-20
Kondo Wealth Advisors, Inc.
INCREASED
Shares1,583 from 1,580
Change+3 (+0%)
Value$392.7K (+$9.5K)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares1,571 from 1,269
Change+302 (+24%)
Value$389.5K (+$81.8K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares1,571 from 1,579
Change-8 (-1%)
Value$389.5K (+$6.7K)
Filed 2026-10-20
Acima Private Wealth, LLC
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$389.3K (+$8.6K)
Filed 2026-10-05
Ledyard National Bank
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$387.3K (+$8.6K)
Filed 2026-10-21
McClarren Financial Advisors, Inc.
INCREASED
Shares1,559 from 1,554
Change+5 (+0%)
Value$386.6K (+$9.7K)
Filed 2026-10-15
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,559 from 1,559
Change0 (0%)
Value$386.5K (+$8.6K)
Filed 2026-10-30
Doliver Advisors, LP
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$384.3K (+$8.5K)
Filed 2026-10-01
Lebenthal Global Advisors, LLC
INCREASED
Shares1,546 from 1,204
Change+342 (+28%)
Value$383.3K (+$91.3K)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares1,535 from 1,535
Change0 (0%)
Value$380.6K (+$8.4K)
Filed 2026-10-30
CFG Wealth Management Services, Inc.
UNCHANGED
Shares1,527 from 1,527
Change0 (0%)
Value$379.1K (+$52.8K)
Filed 2026-10-21
Trust Co of Toledo NA
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$377.3K (+$8.4K)
Filed 2026-10-16
Abacus Wealth Partners, LLC
DECREASED
Shares1,505 from 1,772
Change-267 (-15%)
Value$373.1K (-$56.5K)
Filed 2026-11-03
Legacy Wealth Management, LLC
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$372.9K (+$8.3K)
Filed 2026-10-22
Thompson Investment Management, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$371.9K (+$8.3K)
Filed 2026-10-14
Wealth Management Partners, LLC
DECREASED
Shares1,499 from 1,735
Change-236 (-14%)
Value$371.6K (-$49.0K)
Filed 2026-10-21
Ballew Advisors, Inc
DECREASED
Shares1,497 from 2,011
Change-514 (-26%)
Value$373.2K (-$123.2K)
Filed 2026-10-05
Wealth Architects, LLC
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$371.1K (+$8.2K)
Filed 2026-11-03
Alliance Wealth Management Group
DECREASED
Shares1,494 from 1,675
Change-181 (-11%)
Value$370.4K (-$35.7K)
Filed 2026-10-29
James J. Burns & Company, LLC
DECREASED
Shares1,491 from 1,570
Change-79 (-5%)
Value$369.7K (-$11.0K)
Filed 2026-10-22
Single Point Partners, LLC
DECREASED
Shares1,488 from 1,528
Change-40 (-3%)
Value$369.0K (-$1.4K)
Filed 2026-10-19
Members Wealth LLC
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$372.9K (+$12.4K)
Filed 2026-10-20
Baker Ellis Asset Management LLC
UNCHANGED
Shares1,486 from 1,486
Change0 (0%)
Value$368.4K (+$8.2K)
Filed 2026-10-14
South Shore Capital Advisors
NEW
Shares1,485
Change+1,485
Value$368.2K
Filed 2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares1,485 from 1,485
Change0 (0%)
Value$368.2K (+$8.2K)
Filed 2026-10-30
Lmcg Investments, LLC
UNCHANGED
Shares1,479 from 1,479
Change0 (0%)
Value$366.7K (+$8.1K)
Filed 2026-10-21
EdgeRock Capital LLC
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$365.9K (+$8.1K)
Filed 2026-11-03
IFG Advisors, LLC
INCREASED
Shares1,470 from 1,431
Change+39 (+3%)
Value$364.5K (+$17.7K)
Filed 2026-10-15
Retirement Solution LLC
INCREASED
Shares1,460 from 1,162
Change+298 (+26%)
Value$362.1K (+$80.4K)
Filed 2026-10-27
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares1,459 from 1,459
Change0 (0%)
Value$361.7K (+$8.0K)
Filed 2026-10-15
LaFleur & Godfrey LLC
DECREASED
Shares1,449 from 1,484
Change-35 (-2%)
Value$359.3K (-$516)
Filed 2026-10-27
Mechanics Bank Trust Department
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$359.0K (+$8.0K)
Filed 2026-10-13
Trek Financial, LLC
DECREASED
Shares1,437 from 1,447
Change-10 (-1%)
Value$356.3K (+$5.5K)
Filed 2026-10-29
Arlington Financial Advisors, LLC
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$355.5K (+$7.9K)
Filed 2026-10-19
Praetorian Wealth Management, Inc.
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$353.3K (+$7.8K)
Filed 2026-10-16
Verus Wealth Management, LLC
UNCHANGED
Shares1,424 from 1,424
Change0 (0%)
Value$353.1K (+$7.8K)
Filed 2026-10-13
Trilogy Capital Inc.
INCREASED
Shares1,420 from 1,396
Change+24 (+2%)
Value$352.1K (+$13.6K)
Filed 2026-10-20
Bright Futures Wealth Management, Llc.
UNCHANGED
Shares1,419 from 1,419
Change0 (0%)
Value$351.8K (+$7.8K)
Filed 2026-10-23
Wilkins Miller Wealth Management, LLC
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$350.1K (+$7.8K)
Filed 2026-10-13
SBK Financial, Inc.
UNCHANGED
Shares1,411 from 1,411
Change0 (0%)
Value$349.9K (+$7.8K)
Filed 2026-11-02
Watershed Private Wealth LLC
DECREASED
Shares1,408 from 1,413
Change-5 (0%)
Value$349.1K (+$6.5K)
Filed 2026-10-30
Gibbs Wealth Management
DECREASED
Shares1,407 from 1,474
Change-67 (-5%)
Value$348.8K (-$8.5K)
Filed 2026-10-22
Renasant Bank
DECREASED
Shares1,388 from 1,613
Change-225 (-14%)
Value$344.1K (-$46.9K)
Filed 2026-11-05
Summit Investment Advisory Services, LLC
DECREASED
Shares1,383 from 1,399
Change-16 (-1%)
Value$342.9K (+$3.7K)
Filed 2026-11-03
TFC Financial Management, Inc.
INCREASED
Shares1,380 from 1,378
Change+2 (+0%)
Value$342.1K (+$8.1K)
Filed 2026-10-26
Elevation Wealth Management LLC
DECREASED
Shares1,379 from 1,636
Change-257 (-16%)
Value$341.8K (-$54.7K)
Filed 2026-11-02
NBT Bank, N.A.
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$340.9K (+$7.6K)
Filed 2026-10-21
Atwood & Palmer Inc
INCREASED
Shares1,372 from 1,234
Change+138 (+11%)
Value$340.2K (+$41.0K)
Filed 2026-10-08
Redwood Financial Network Corp
NEW
Shares1,370
Change+1,370
Value$339.7K
Filed 2026-11-03
Sachem Hill LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$338.9K (+$7.5K)
Filed 2026-10-14
Morangie Management LLC
NEW
Shares1,364
Change+1,364
Value$338.2K
Filed 2026-10-15
Layline Advisors, LLC
DECREASED
Shares1,363 from 1,373
Change-10 (-1%)
Value$337.9K (+$5.0K)
Filed 2026-11-02
Horst & Graben Wealth Management LLC
UNCHANGED
Shares1,362 from 1,362
Change0 (0%)
Value$337.7K (+$5.5K)
Filed 2026-11-02
Watchman Group, Inc.
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$336.4K (+$7.5K)
Filed 2026-10-16
SMI Advisory Services, LLC
DECREASED
Shares1,352 from 255,736
Change-254,384 (-99%)
Value$342.7K (-$62.9M)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares1,352 from 1,423
Change-71 (-5%)
Value$335.3K (-$9.6K)
Filed 2026-10-23
Formidable Asset Management, LLC
UNCHANGED
Shares1,349 from 1,349
Change0 (0%)
Value$327.0K (+$38.8K)
Filed 2026-11-03
Hurley Capital, LLC
INCREASED
Shares1,346 from 1,029
Change+317 (+31%)
Value$333.8K (+$84.5K)
Filed 2026-11-05
Meridian Financial Partners LLC
INCREASED
Shares1,342 from 1,087
Change+255 (+23%)
Value$343.7K (+$74.9K)
Filed 2026-10-23
Stephenson & Company, Inc.
UNCHANGED
Shares1,336 from 1,336
Change0 (0%)
Value$331.3K (+$7.4K)
Filed 2026-10-30
Fermata Advisors, LLC
UNCHANGED
Shares1,331 from 1,331
Change0 (0%)
Value$330.0K (+$7.3K)
Filed 2026-10-13
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,327 from 1,327
Change0 (0%)
Value$329.0K (+$7.3K)
Filed 2026-10-20
Sicart Associates LLC
UNCHANGED
Shares1,317 from 1,317
Change0 (0%)
Value$336.8K (+$17.6K)
Filed 2026-10-29
Tanglewood Wealth Management, Inc.
UNCHANGED
Shares1,313 from 1,313
Change0 (0%)
Value$325.5K (+$7.2K)
Filed 2026-10-23
Cornerstone Management, Inc.
DECREASED
Shares1,308 from 1,348
Change-40 (-3%)
Value$324.3K (-$2.5K)
Filed 2026-10-16
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$324.3K (+$7.2K)
Filed 2026-11-02
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$322.3K (+$7.2K)
Filed 2026-10-14
Pillar Financial Advisors, LLC
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$321.6K (+$7.1K)
Filed 2026-10-21
Stevens Capital Partners
NEW
Shares1,294
Change+1,294
Value$320.8K
Filed 2026-10-29
MTM Investment Management, LLC
INCREASED
Shares1,282 from 1,281
Change+1 (+0%)
Value$317.8K (+$7.1K)
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares1,280 from 1,664
Change-384 (-23%)
Value$317 (-$402.7K)
Filed 2026-10-14
Arista Wealth Management, LLC
UNCHANGED
Shares1,279 from 1,279
Change0 (0%)
Value$317.1K (+$7.0K)
Filed 2026-10-29
S.A. Mason LLC
UNCHANGED
Shares1,277 from 1,277
Change0 (0%)
Value$316.6K (+$7.0K)
Filed 2026-10-13
Kathmere Capital Management, LLC
INCREASED
Shares1,275 from 1,133
Change+142 (+13%)
Value$316.1K (+$41.4K)
Filed 2026-10-20
RMR Capital Management, LLC
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$315.6K (+$7.0K)
Filed 2026-10-23
Foster Group, Inc.
DECREASED
Shares1,265 from 1,296
Change-31 (-2%)
Value$313.7K (-$339)
Filed 2026-10-13
OAK Family Advisors, LLC
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$313.1K (+$6.9K)
Filed 2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$311.9K (+$6.9K)
Filed 2026-10-28
Caldwell Trust Co
INCREASED
Shares1,256 from 735
Change+521 (+71%)
Value$311.4K (+$133.2K)
Filed 2026-10-30
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,256 from 1,254
Change+2 (+0%)
Value$311.2K (+$7.2K)
Filed 2026-11-04
Persium Advisors, LLC
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$308.9K (+$6.9K)
Filed 2026-10-07
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$308.6K (+$6.8K)
Filed 2026-10-26
Plancorp, LLC
NEW
Shares1,244
Change+1,244
Value$321.8K
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$307.2K (+$6.8K)
Filed 2026-10-30
Gemmer Asset Management LLC
DECREASED
Shares1,237 from 1,267
Change-30 (-2%)
Value$306.7K (-$430)
Filed 2026-10-16
SYM Financial Corp
INCREASED
Shares1,231 from 695
Change+536 (+77%)
Value$305.2K (+$136.7K)
Filed 2026-10-26
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$304.7K (+$6.8K)
Filed 2026-11-02
Greenhouse Wealth Management, LLC
INCREASED
Shares1,222 from 1,221
Change+1 (+0%)
Value$302.9K (+$6.8K)
Filed 2026-10-20
Abner Herrman & Brock LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$302 (+$6)
Filed 2026-10-20
Commons Capital, LLC
INCREASED
Shares1,215 from 1,214
Change+1 (+0%)
Value$301.1K (+$6.9K)
Filed 2026-11-05
Tompkins Financial Corp
INCREASED
Shares1,212 from 462
Change+750 (+162%)
Value$300.5K (+$188.5K)
Filed 2026-10-05
Heritage Wealth Management, Inc.
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$299.3K (+$6.6K)
Filed 2026-10-27
Elevation Wealth Partners, LLC
INCREASED
Shares1,205 from 1,201
Change+4 (+0%)
Value$298.7K (+$7.7K)
Filed 2026-10-07
Howard Financial Services, Ltd.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$297.5K (+$6.6K)
Filed 2026-10-15
Convergence Financial, LLC
DECREASED
Shares1,193 from 2,255
Change-1,062 (-47%)
Value$295.8K (-$250.9K)
Filed 2026-10-27
Gordian Advisors LLC
INCREASED
Shares1,188 from 1,001
Change+187 (+19%)
Value$294.4K (+$51.9K)
Filed 2026-10-30
15 Wealth Advisors LLC
NEW
Shares1,182
Change+1,182
Value$293.0K
Filed 2026-10-14
180 Wealth Advisors, LLC
DECREASED
Shares1,181 from 1,211
Change-30 (-2%)
Value$292.8K (-$778)
Filed 2026-11-03
Cdkv Holdings LLC
INCREASED
Shares1,173 from 1,111
Change+62 (+6%)
Value$290.7K (+$21.4K)
Filed 2026-10-28
First Premier Bank
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$290 (+$7)
Filed 2026-10-13
Novem Group
DECREASED
Shares1,168 from 1,217
Change-49 (-4%)
Value$289.6K (-$5.4K)
Filed 2026-10-19
Commonwealth Retirement Investments LLC
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$289.1K (+$6.4K)
Filed 2026-10-26
SP Asset Management LLC
INCREASED
Shares1,163 from 1,159
Change+4 (+0%)
Value$288.4K (+$7.4K)
Filed 2026-11-05
Sharper & Granite LLC
DECREASED
Shares1,159 from 1,724
Change-565 (-33%)
Value$247.6K (-$170.3K)
Filed 2026-11-02
Pecaut & Co.
INCREASED
Shares1,158 from 1,156
Change+2 (+0%)
Value$287.0K (+$6.7K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
DECREASED
Shares1,154 from 17,972
Change-16,818 (-94%)
Value$286.2K (-$4.1M)
Filed 2026-10-21
Curated Wealth Partners LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$285.1K (+$6.3K)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$284.1K (+$6.3K)
Filed 2026-10-15
Fort Washington Investment Advisors Inc
DECREASED
Shares1,144 from 1,213
Change-69 (-6%)
Value$283.6K (-$10.4K)
Filed 2026-10-15
Patten & Patten Inc
INCREASED
Shares1,136 from 1,135
Change+1 (+0%)
Value$281.6K (+$6.4K)
Filed 2026-10-26
FSM Wealth Advisors, LLC
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$286.4K (+$11.0K)
Filed 2026-10-27
Timonier Family Office, Ltd.
UNCHANGED
Shares1,135 from 1,135
Change0 (0%)
Value$281.4K (+$6.2K)
Filed 2026-11-03
Millennium Capital Advisors, LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$281.2K (+$6.2K)
Filed 2026-10-16
Harmony Asset Management LLC
UNCHANGED
Shares1,132 from 1,132
Change0 (0%)
Value$280.7K (+$6.2K)
Filed 2026-10-20
Clayton Financial Group LLC
INCREASED
Shares1,131 from 1,128
Change+3 (+0%)
Value$280.5K (+$7.1K)
Filed 2026-10-13
Englebert Financial Advisers, LLC
DECREASED
Shares1,130 from 1,131
Change-1 (0%)
Value$280.2K (+$6.0K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
DECREASED
Shares1,126 from 1,649
Change-523 (-32%)
Value$279.2K (-$120.6K)
Filed 2026-10-21
Schear Investment Advisers, LLC
NEW
Shares1,122
Change+1,122
Value$278.1K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares1,122 from 1,118
Change+4 (+0%)
Value$278.1K (+$7.2K)
Filed 2026-10-14
Wealthstar Advisors, LLC
DECREASED
Shares1,118 from 1,286
Change-168 (-13%)
Value$277.2K (-$34.6K)
Filed 2026-10-19
QTR Family Wealth, LLC
INCREASED
Shares1,115 from 1,114
Change+1 (+0%)
Value$276.4K (+$6.4K)
Filed 2026-11-02
Monument Group Wealth Advisors, LLC
DECREASED
Shares1,114 from 5,840
Change-4,726 (-81%)
Value$276.2K (+$8.1K)
Filed 2026-10-21
Cooper S Advisors, LLC
INCREASED
Shares1,111 from 855
Change+256 (+30%)
Value$275.5K (+$68.2K)
Filed 2026-11-03
Wealth Quarterback LLC
NEW
Shares1,110
Change+1,110
Value$275.2K
Filed 2026-10-20
Investment Research Partners LLC
DECREASED
Shares1,110 from 1,114
Change-4 (0%)
Value$275.2K (+$5.2K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
INCREASED
Shares1,109 from 1,107
Change+2 (+0%)
Value$274.9K (+$4.9K)
Filed 2026-10-09
Pennsylvania Capital Management Inc
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$273.5K (+$6.1K)
Filed 2026-11-05
First Pacific Financial
INCREASED
Shares1,100 from 1,096
Change+4 (+0%)
Value$272.7K (+$7.0K)
Filed 2026-10-14
Clear Trail Advisors, LLC
DECREASED
Shares1,099 from 1,294
Change-195 (-15%)
Value$272.5K (-$41.2K)
Filed 2026-10-20
Tandemgrowth Financial Advisors LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$272.1K (+$6.0K)
Filed 2026-11-05
Ballast Rock Private Wealth LLC
INCREASED
Shares1,091 from 1,057
Change+34 (+3%)
Value$270.4K (+$14.0K)
Filed 2026-10-26
Voisard Asset Management Group, Inc.
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$270.2K (+$6.0K)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
DECREASED
Shares1,088 from 1,218
Change-130 (-11%)
Value$269.7K (-$25.5K)
Filed 2026-10-14
Stone Summit Wealth LLC
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$269.3K (+$6.0K)
Filed 2026-10-14
Values Added Financial LLC
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$268.5K (+$6.0K)
Filed 2026-10-28
Armstrong, Fleming & Moore, Inc
INCREASED
Shares1,073 from 1,069
Change+4 (+0%)
Value$266.0K (+$6.9K)
Filed 2026-10-28
Asset One Wealth Management LLC
INCREASED
Shares1,073 from 1,071
Change+2 (+0%)
Value$266.0K (+$1.2K)
Filed 2026-11-02
High Net Worth Advisory Group LLC
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$265.3K (+$5.9K)
Filed 2026-10-26
Laurel Wealth Advisors LLC
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$265.3K (+$5.9K)
Filed 2026-10-27
USAdvisors Wealth Management, LLC
INCREASED
Shares1,069 from 1,065
Change+4 (+0%)
Value$265 (-$257.7K)
Filed 2026-10-21
Chicago Capital, LLC
DECREASED
Shares1,068 from 1,272
Change-204 (-16%)
Value$264.8K (-$43.6K)
Filed 2026-10-13
Braun-Bostich & Associates Inc.
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$264.5K (+$5.9K)
Filed 2026-10-20
D.B. Root & Company, LLC
NEW
Shares1,066
Change+1,066
Value$264.3K
Filed 2026-11-04
Retiremitten Financial LLC
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$275.5K (+$17.3K)
Filed 2026-11-05
Vaughan David Investments LLC
UNCHANGED
Shares1,063 from 1,063
Change0 (0%)
Value$264.0K (+$6.0K)
Filed 2026-11-05
Neumann Capital Management, LLC
INCREASED
Shares1,056 from 1,006
Change+50 (+5%)
Value$261.8K (+$17.9K)
Filed 2026-10-15
Builder Investment Group Inc
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$261.6K (+$5.8K)
Filed 2026-10-22
Seven Hills Financial, LLC
NEW
Shares1,050
Change+1,050
Value$260.3K
Filed 2026-10-13
Pines Wealth Management, LLC
DECREASED
Shares1,050 from 1,065
Change-15 (-1%)
Value$260.3K (+$2.1K)
Filed 2026-10-21
Forbes J M & Co LLP
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$260.3K (+$5.8K)
Filed 2026-10-16
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$260.3K (+$5.8K)
Filed 2026-10-29
Twelve Points Wealth Management LLC
NEW
Shares1,046
Change+1,046
Value$270.5K
Filed 2026-11-03
Inscription Capital, LLC
DECREASED
Shares1,045 from 2,150
Change-1,105 (-51%)
Value$259.1K (-$262.0K)
Filed 2026-11-02
Richard P Slaughter Associates Inc
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$258.3K (+$5.7K)
Filed 2026-10-13
True Link Financial Advisors, LLC
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$256.1K (+$5.7K)
Filed 2026-10-27
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$256.0K (+$5.7K)
Filed 2026-10-27
Lakeshore Financial Planning, Inc.
INCREASED
Shares1,029 from 1,028
Change+1 (+0%)
Value$255.1K (+$5.7K)
Filed 2026-10-13
Clarity Wealth Advisors, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$254.9K (+$5.7K)
Filed 2026-10-21
Bluesphere Advisors LLC
INCREASED
Shares1,026 from 1,023
Change+3 (+0%)
Value$254.5K (+$6.4K)
Filed 2026-10-19
Heritage Family Offices, LLP
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$254.1K (+$5.6K)
Filed 2026-11-02
West Paces Advisors Inc.
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$253.9K (+$5.6K)
Filed 2026-10-13
Beacon Bank & Trust
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$253.4K (+$5.6K)
Filed 2026-10-27
GW Henssler & Associates LTD
NEW
Shares1,019
Change+1,019
Value$252.6K
Filed 2026-10-26
Maple Capital Management, Inc.
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$252.4K (+$5.6K)
Filed 2026-11-02
KFA Private Wealth Group, LLC
INCREASED
Shares1,015 from 887
Change+128 (+14%)
Value$251.8K (+$36.6K)
Filed 2026-10-07
Cannon Financial Strategists, Inc.
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$251.7K (+$5.6K)
Filed 2026-10-19
Hourglass Capital, LLC
DECREASED
Shares1,014 from 1,039
Change-25 (-2%)
Value$251.5K (-$469)
Filed 2026-10-26
Nearside Advisors, LLC
NEW
Shares1,008
Change+1,008
Value$249.9K
Filed 2026-10-20
Founders Capital Management
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$249.8K (+$5.6K)
Filed 2026-10-13
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$249.0K (+$4.1K)
Filed 2026-10-09
Country Trust Bank
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$248.7K (+$5.5K)
Filed 2026-10-30
Burns J W & Co Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$247.9K (+$5.5K)
Filed 2026-10-20
First City Capital Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$247.9K (+$5.5K)
Filed 2026-10-27
Missouri Trust & Investment Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$247.9K (-$3.9K)
Filed 2026-11-04
Oarsman Capital, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$247.9K (+$5.5K)
Filed 2026-11-05
Charles Schwab Trust Co
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$247.7K (+$5.5K)
Filed 2026-10-15
Global Wealth Management Investment Advisory, Inc.
NEW
Shares996
Change+996
Value$247.1K
Filed 2026-11-04
Lighthouse Financial LLC
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$246.4K (+$5.5K)
Filed 2026-10-23
Crumly & Associates Inc.
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$245.9K (+$5.5K)
Filed 2026-10-07
Howard Wealth Management, LLC
INCREASED
Shares982 from 960
Change+22 (+2%)
Value$243.6K (+$10.7K)
Filed 2026-10-28
XY Planning Network, Inc.
DECREASED
Shares980 from 3,544
Change-2,564 (-72%)
Value$243.0K (-$616.2K)
Filed 2026-10-14
Columbia Asset Management
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$243.0K (+$5.4K)
Filed 2026-10-19
Guerra PAN Advisors, LLC
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$249.8K (+$12.7K)
Filed 2026-10-26
Fiduciary Alliance LLC
DECREASED
Shares976 from 3,067
Change-2,091 (-68%)
Value$242.0K (-$501.6K)
Filed 2026-10-13
Mlp3, LLC
DECREASED
Shares976 from 1,019
Change-43 (-4%)
Value$241.9K (-$5.2K)
Filed 2026-10-22
Sacks & Associates, LLC
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$241.5K (-$3.8K)
Filed 2026-10-09
Carroll Advisory Group, LLC
INCREASED
Shares972 from 887
Change+85 (+10%)
Value$240.9K (+$25.9K)
Filed 2026-10-16
Global Assets Advisory, LLC
DECREASED
Shares958 from 1,195
Change-237 (-20%)
Value$240.1K (-$52.4K)
Filed 2026-10-28
Vision Capital Management, Inc.
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$237.5K (+$5.3K)
Filed 2026-10-20
TrustBank
INCREASED
Shares956 from 800
Change+156 (+20%)
Value$237.0K (+$43.1K)
Filed 2026-10-20
Princeton Global Asset Management LLC
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$236.8K (+$5.3K)
Filed 2026-10-21
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$235.5K (+$5.2K)
Filed 2026-10-09
Adirondack Capital Advisors, LLC
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$234.8K (+$5.2K)
Filed 2026-10-09
Manuka Financial, LLC
UNCHANGED
Shares946 from 946
Change0 (0%)
Value$234.5K (+$5.2K)
Filed 2026-10-16
Valpey Financial Services, LLC
DECREASED
Shares940 from 966
Change-26 (-3%)
Value$233.2K (-$965)
Filed 2026-10-30
KFG LLC
NEW
Shares938
Change+938
Value$232.6K
Filed 2026-11-02
Discipline Wealth Solutions, LLC
INCREASED
Shares934 from 874
Change+60 (+7%)
Value$231.6K (+$19.8K)
Filed 2026-10-14
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$230.6K (+$5.3K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares919 from 46
Change+873 (+1898%)
Value$227.7K (+$216.5K)
Filed 2026-10-20
Granite FO LLC
INCREASED
Shares919 from 917
Change+2 (+0%)
Value$227.8K (+$5.5K)
Filed 2026-10-14
Destiny Wealth Partners, LLC
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$238.4K (+$6.9K)
Filed 2026-11-05
Washington Trust Advisors, Inc.
INCREASED
Shares918 from 771
Change+147 (+19%)
Value$227.6K (+$40.7K)
Filed 2026-10-22
Aviance Capital Partners, LLC
INCREASED
Shares916 from 915
Change+1 (+0%)
Value$227.1K (+$5.4K)
Filed 2026-10-29
Midland Wealth Advisors, LLC
NEW
Shares915
Change+915
Value$226.9K
Filed 2026-10-26
Sage Private Wealth Group, LLC
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$226.4K (+$5.0K)
Filed 2026-10-21
Interchange Capital Partners, LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$224.6K (+$5.0K)
Filed 2026-10-28
Capital Advisors Wealth Management, LLC
INCREASED
Shares901 from 880
Change+21 (+2%)
Value$223.3K (+$9.9K)
Filed 2026-10-09
LifeWealth Investments, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$223.1K (+$5.0K)
Filed 2026-10-21
West Branch Capital LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$223.1K (+$5.0K)
Filed 2026-10-20
First Financial Bank - Trust Division
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$222.1K (+$4.9K)
Filed 2026-10-01
Vaughan & Co Securities, Inc.
DECREASED
Shares895 from 897
Change-2 (0%)
Value$221.9K (+$4.4K)
Filed 2026-10-23
W.H. Cornerstone Investments Inc.
INCREASED
Shares893 from 891
Change+2 (+0%)
Value$221.3K (+$5.4K)
Filed 2026-11-03
Financial Advisory Corp
DECREASED
Shares891 from 1,097
Change-206 (-19%)
Value$220.8K (-$45.2K)
Filed 2026-10-14
Compass Ion Advisors, LLC
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$220.7K (+$4.9K)
Filed 2026-10-23
Provident Investment Management, Inc.
UNCHANGED
Shares889 from 889
Change0 (0%)
Value$220.4K (+$4.9K)
Filed 2026-10-23
Northwest Financial Advisors
NEW
Shares887
Change+887
Value$219.9K
Filed 2026-10-27
eCIO, Inc.
NEW
Shares884
Change+884
Value$222.5K
Filed 2026-11-02
Advocate Group LLC
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$219.2K (+$4.9K)
Filed 2026-10-19
Inlet Private Wealth, LLC
INCREASED
Shares883 from 873
Change+10 (+1%)
Value$218.9K (+$7.3K)
Filed 2026-10-21
First Bancorp, Inc
DECREASED
Shares882 from 902
Change-20 (-2%)
Value$218.7K (+$2)
Filed 2026-10-26
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares879 from 879
Change0 (0%)
Value$218.0K (+$4.9K)
Filed 2026-11-02
Tull Financial Group, Inc.
UNCHANGED
Shares872 from 872
Change0 (0%)
Value$216.2K (+$4.8K)
Filed 2026-11-05
Westover Capital Advisors, LLC
UNCHANGED
Shares872 from 872
Change0 (0%)
Value$216.2K (+$4.8K)
Filed 2026-10-26
HCR Wealth Advisors
INCREASED
Shares866 from 831
Change+35 (+4%)
Value$214.8K (+$13.3K)
Filed 2026-10-15
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$213.9K (+$4.7K)
Filed 2026-11-04
Greenwood Gearhart LLC
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$212.2K (+$4.7K)
Filed 2026-11-02
Old Peak Finance LLC
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$212.2K (+$4.7K)
Filed 2026-11-02
Weaver Consulting Group
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$212.2K (+$4.7K)
Filed 2026-10-07
Firestone Capital Management
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$212.0K (+$4.7K)
Filed 2026-11-03
Waterway Wealth Management, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$212.0K (+$4.7K)
Filed 2026-10-28
Ti-Trust, Inc
NEW
Shares853
Change+853
Value$211.5K
Filed 2026-10-21
Journey Advisory Group, LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$211.2K (+$4.7K)
Filed 2026-11-04
Archer Investment Management, LLC
DECREASED
Shares849 from 856
Change-7 (-1%)
Value$210.5K (+$3.0K)
Filed 2026-10-13
Matauro, LLC
INCREASED
Shares849 from 846
Change+3 (+0%)
Value$210.5K (+$5.4K)
Filed 2026-11-03
Wernau Asset Management Inc.
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$210.0K (+$4.7K)
Filed 2026-10-19
Cypress Financial Planning LLC
DECREASED
Shares843 from 845
Change-2 (0%)
Value$209.0K (+$4.2K)
Filed 2026-10-09
Shelton Wealth Management, LLC
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$209.0K (+$4.6K)
Filed 2026-10-16
ShankerValleau Wealth Advisors, Inc.
NEW
Shares842
Change+842
Value$208.8K
Filed 2026-10-16
Clifford Swan Investment Counsel LLC
DECREASED
Shares842 from 918
Change-76 (-8%)
Value$208.8K (-$13.8K)
Filed 2026-11-05
Manchester Financial Inc
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$208.8K (+$4.6K)
Filed 2026-10-15
Mayfair Advisory Group, LLC
NEW
Shares834
Change+834
Value$206.8K
Filed 2026-10-20
Dahring | Cusmano LLC
INCREASED
Shares831 from 828
Change+3 (+0%)
Value$206.1K (+$5.3K)
Filed 2026-11-03
Wealthcare Capital Management LLC
DECREASED
Shares827 from 872
Change-45 (-5%)
Value$205.0K (-$6.4K)
Filed 2026-10-21
Sulzberger Capital Advisors, Inc.
UNCHANGED
Shares827 from 827
Change0 (0%)
Value$205.0K (+$4.5K)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares826 from 823
Change+3 (+0%)
Value$204.7K (+$5.1K)
Filed 2026-10-15
Sima Wealth Partners, LLC
DECREASED
Shares816 from 826
Change-10 (-1%)
Value$202.4K (+$2.1K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
NEW
Shares814
Change+814
Value$201.9K
Filed 2026-11-02
Hegarty Advisors, LLC
NEW
Shares813
Change+813
Value$201.6K
Filed 2026-10-20
Echo45 Advisors LLC
NEW
Shares807
Change+807
Value$200.1K
Filed 2026-10-07
Advocate Investing Services LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$198.3K (+$4.4K)
Filed 2026-10-26
Creative Capital Management Investments LLC
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$196.9K (+$4.4K)
Filed 2026-10-28
Private Wealth Management Group, LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$195.4K (+$4.3K)
Filed 2026-10-19
Vima LLC
DECREASED
Shares786 from 799
Change-13 (-2%)
Value$194.9K (+$1.2K)
Filed 2026-10-23
United Community Bank
INCREASED
Shares772 from 492
Change+280 (+57%)
Value$191.4K (+$72.1K)
Filed 2026-10-28
Activest Wealth Management
INCREASED
Shares769 from 547
Change+222 (+41%)
Value$190.6K (+$58.0K)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$189.2K (+$4.2K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$187.1K (+$4.2K)
Filed 2026-10-28
3Chopt Investment Partners, LLC
DECREASED
Shares754 from 1,433
Change-679 (-47%)
Value$186.9K (-$160.5K)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares744 from 664
Change+80 (+12%)
Value$184.5K (+$23.5K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED
Shares734 from 4,596
Change-3,862 (-84%)
Value$88.1K (-$933.0K)
Filed 2026-11-04
DB Fitzpatrick & Co, Inc
DECREASED
Shares732 from 736
Change-4 (-1%)
Value$181.5K (+$3.1K)
Filed 2026-10-19
First Command Advisory Services, Inc.
DECREASED
Shares711 from 1,651
Change-940 (-57%)
Value$176.3K (-$224.0K)
Filed 2026-11-05
Union Savings Bank
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$175.5K (+$3.9K)
Filed 2026-10-14
Ares Financial Consulting, LLC
INCREASED
Shares686 from 684
Change+2 (+0%)
Value$170.1K (+$4.4K)
Filed 2026-10-19
Sellwood Investment Partners LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$163.6K (+$3.6K)
Filed 2026-11-03
Ashurst Perkins Coie Trust Co
DECREASED
Shares659 from 2,162
Change-1,503 (-70%)
Value$163.4K (-$360.7K)
Filed 2026-10-15
High Point Wealth Management, LLC
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$163.4K (+$3.6K)
Filed 2026-11-05
Pacifica Partners Inc.
DECREASED
Shares655 from 678
Change-23 (-3%)
Value$162.6K (-$4.9K)
Filed 2026-10-09
Flagship Wealth Advisors, LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$159.2K (+$3.5K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares637 from 634
Change+3 (+0%)
Value$157.9K (+$4.1K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares627 from 135
Change+492 (+364%)
Value$155.5K (+$122.7K)
Filed 2026-10-16
Foresight Capital Management Advisors, Inc.
NEW
Shares624
Change+624
Value$154.7K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares596 from 560
Change+36 (+6%)
Value$147.9K (+$12.1K)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$144.5K (+$3.2K)
Filed 2026-10-15
Community Financial Services Group, LLC
INCREASED
Shares576 from 545
Change+31 (+6%)
Value$143.0K (+$10.1K)
Filed 2026-10-15
Arcadia Investment Advisors LLC
INCREASED
Shares572 from 483
Change+89 (+18%)
Value$141.9K (+$24.8K)
Filed 2026-10-13
City State Bank
DECREASED
Shares568 from 962
Change-394 (-41%)
Value$140.8K (-$92.4K)
Filed 2026-10-20
MilWealth Group LLC
DECREASED
Shares538 from 618
Change-80 (-13%)
Value$133.5K (-$16.4K)
Filed 2026-11-02
Register Financial Advisors LLC
INCREASED
Shares528 from 527
Change+1 (+0%)
Value$130.8K (+$3.1K)
Filed 2026-10-23
Provident Wealth Management, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$127.9K (+$2.8K)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares511 from 449
Change+62 (+14%)
Value$126.6K (+$17.8K)
Filed 2026-10-26
IFS Advisors, LLC
INCREASED
Shares508 from 383
Change+125 (+33%)
Value$126.1K (+$33.2K)
Filed 2026-10-14
North Point Portfolio Managers Corp
NEW
Shares486
Change+486
Value$120.5K
Filed 2026-10-07
Key Capital Management, Inc
INCREASED
Shares482 from 479
Change+3 (+1%)
Value$119.5K (+$3.4K)
Filed 2026-11-03
Capital Investment Counsel, Inc
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$117.8K (+$2.6K)
Filed 2026-10-20
Valued Wealth Advisors LLC
INCREASED
Shares470 from 50
Change+420 (+840%)
Value$116.5K (+$104.4K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares455 from 460
Change-5 (-1%)
Value$112.8K (+$1.3K)
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares446
Change+446
Value$110.6K
Filed 2026-10-19
Concord Wealth Partners
DECREASED
Shares444 from 447
Change-3 (-1%)
Value$110.1K (+$1.7K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$106.9K (+$2.4K)
Filed 2026-10-15
Burk Holdings LLC
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$103.6K (+$2.3K)
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$103.4K (+$2.3K)
Filed 2026-10-19
Financial Consulate, Inc
DECREASED
Shares396 from 424
Change-28 (-7%)
Value$98.2K (-$4.6K)
Filed 2026-10-23
Retirement Wealth Solutions LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$93.5K (+$2.1K)
Filed 2026-10-07
SRH Advisors, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$91.7K (+$2.0K)
Filed 2026-10-22
CKW Financial Group
NEW
Shares358
Change+358
Value$89
Filed 2026-10-29
Three Bridge Wealth Advisors, LLC
NEW
Shares350
Change+350
Value$86.8K
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$85.3K (+$1.9K)
Filed 2026-11-02
North Star Investment Management Corp.
INCREASED
Shares335 from 269
Change+66 (+25%)
Value$83.0K (+$17.8K)
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
NEW
Shares327
Change+327
Value$81.1K
Filed 2026-11-05
Hickory Point Bank & Trust
INCREASED
Shares327 from 300
Change+27 (+9%)
Value$81.1K (+$8.3K)
Filed 2026-10-01
Catherine Avery Investment Management LLC
DECREASED
Shares320 from 370
Change-50 (-14%)
Value$79.3K (-$10.4K)
Filed 2026-10-14
Bear Mountain Capital, Inc.
INCREASED
Shares314 from 256
Change+58 (+23%)
Value$80.3K (+$17.2K)
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$77.6K (+$1.7K)
Filed 2026-10-07
Noble Wealth Management PBC
DECREASED
Shares305 from 320
Change-15 (-5%)
Value$75.6K (-$2.0K)
Filed 2026-10-01
Rosenberg Matthew Hamilton
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$75.4K (+$1.7K)
Filed 2026-10-05
Polaris Financial Partners
NEW
Shares303
Change+303
Value$76
Filed 2026-10-02
Rossmore Private Capital
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$74.9K (+$1.7K)
Filed 2026-10-27
RMG Wealth Management LLC
INCREASED
Shares294 from 170
Change+124 (+73%)
Value$75.9K (+$32.1K)
Filed 2026-10-26
Piscataqua Savings Bank
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$71.9K (+$1.6K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$71.7K (+$1.6K)
Filed 2026-10-07
Rossby Financial, LCC
NEW
Shares277
Change+277
Value$68.7K
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares276
Change+276
Value$68.4K
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$67.2K (+$1.5K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$66.2K (+$1.5K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$64.6K (+$1.5K)
Filed 2026-10-23
Richardson Financial Services Inc.
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$60.2K (+$1.3K)
Filed 2026-10-30
Global Trust Asset Management, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$58.5K (+$1.3K)
Filed 2026-10-19
Quaker Wealth Management, LLC
INCREASED
Shares234 from 233
Change+1 (+0%)
Value$57.9K (+$1.5K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares229 from 244
Change-15 (-6%)
Value$56.8K (-$2.7K)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$55.6K (+$1.4K)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$55.5K (+$1.2K)
Filed 2026-10-23
Owl Creek Wealth Partners LLC
INCREASED
Shares218 from 217
Change+1 (+0%)
Value$54.1K (+$1.4K)
Filed 2026-10-20
Peachtree Investment Partners, LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$47.6K (+$1.1K)
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$46.9K (+$1.0K)
Filed 2026-10-08
Peoples Financial Services Corp.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$45.9K (+$1.0K)
Filed 2026-10-20
SJS Investment Consulting Inc.
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$45.4K (+$1.0K)
Filed 2026-10-26
Access Investment Management LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$44.6K (+$990)
Filed 2026-10-23
Center for Financial Planning, Inc.
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$43.6K (+$967)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares165 from 164
Change+1 (+1%)
Value$40.9K (+$1.0K)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$40.9K (+$907)
Filed 2026-10-16
New England Capital Financial Advisors LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$40.4K (+$1.0K)
Filed 2026-11-03
Advantage Trust Co
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$36.9K (+$820)
Filed 2026-10-19
Holos Integrated Wealth LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$37.7K (+$1.1K)
Filed 2026-10-23
Avion Wealth
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$35 (+$1)
Filed 2026-11-04
Armor Investment Advisors, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$33.5K (+$743)
Filed 2026-10-27
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$33.5K (+$743)
Filed 2026-10-19
Alta Capital Management LLC/
DECREASED
Shares133 from 2,738
Change-2,605 (-95%)
Value$33.0K (-$630.8K)
Filed 2026-10-26
Bell Investment Advisors, Inc
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$32.0K (+$709)
Filed 2026-10-29
Syntax Research, Inc.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$30.2K (+$671)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$30.0K (+$666)
Filed 2026-10-22
Cornerstone National Bank & Trust Co
NEW
Shares120
Change+120
Value$29.8K
Filed 2026-10-20
Midwest Capital Advisors, LLC
NEW
Shares116
Change+116
Value$28.8K
Filed 2026-11-04
Fiduciary Advisors, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$26.0K (+$577)
Filed 2026-10-16
Putney Financial Group LLC
NEW
Shares100
Change+100
Value$24.8K
Filed 2026-10-30
Wilkerson Advisory Group LLC
INCREASED
Shares100 from 99
Change+1 (+1%)
Value$24.7K (+$636)
Filed 2026-10-20
Chung Wu Investment Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$24.8K (+$550)
Filed 2026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$24.8K (+$550)
Filed 2026-10-16
Financial Management Professionals, Inc.
DECREASED
Shares96 from 8,870
Change-8,774 (-99%)
Value$23.8K (-$2.1M)
Filed 2026-10-23
Signature Equity Partners, LLC
DECREASED
Shares87 from 207
Change-120 (-58%)
Value$21.6K (-$28.6K)
Filed 2026-10-29
Gen-Wealth Partners Inc
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$21.6K (+$479)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$21.1K (+$467)
Filed 2026-10-27
Planning Strategies Inc.
NEW
Shares80
Change+80
Value$19.8K
Filed 2026-10-02
Richardson Capital Management LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$19.8K (+$440)
Filed 2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares74
Change+74
Value$18.3K
Filed 2026-10-14
DeDora Capital, Inc.
NEW
Shares72
Change+72
Value$17.9K
Filed 2026-10-26
Old Second National Bank of Aurora
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$15.6K (+$347)
Filed 2026-10-22
Downshift Financial, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$13.6K (+$302)
Filed 2026-10-13
Realta Investment Advisors
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$13.5K (+$299)
Filed 2026-10-14
Nemes Rush Group LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$12.6K (+$280)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares47
Change+47
Value$11.7K
Filed 2026-11-03
High Note Wealth, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$11.7K (+$259)
Filed 2026-10-27
Bullock Wealth Management Group
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$11.5K (+$202)
Filed 2026-10-09
Intelligent Financial Strategies
DECREASED
Shares44 from 50
Change-6 (-12%)
Value$10.9K (-$1.2K)
Filed 2026-10-16
Mosley Wealth Management
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$11.0K (+$589)
Filed 2026-10-16
Rydar Equities, Inc.
NEW
Shares42
Change+42
Value$10.5K
Filed 2026-10-13
Godsey & Gibb, Inc
NEW
Shares42
Change+42
Value$10.4K
Filed 2026-10-14
Reap Financial Group, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$10.2K (+$263)
Filed 2026-11-02
BankChampaign, National Association
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$9.9K (+$220)
Filed 2026-10-19
Bfsg, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$9.7K (+$215)
Filed 2026-10-30
Montgomery Financial Services LLC
NEW
Shares36
Change+36
Value$8.9K
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$8.9K (+$198)
Filed 2026-10-28
First Community Trust NA
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$8.9K (+$198)
Filed 2026-10-07
Daytona Street Capital LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$8.8K (+$123)
Filed 2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$8.2K (+$182)
Filed 2026-11-04
Granite Investment Partners, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$7.2K (+$160)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares25
Change+25
Value$6.2K
Filed 2026-10-05
Legacy Bridge, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$6.2K (+$138)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$5.7K (+$126)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.0K (+$110)
Filed 2026-10-23
Toth Financial Advisory Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.0K (+$110)
Filed 2026-10-08
Morton Brown Family Wealth, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.7K (+$105)
Filed 2026-10-23
Buck Wealth Strategies, LLC
NEW
Shares17
Change+17
Value$4.3K
Filed 2026-10-28
Markowski Investments
DECREASED
Shares16 from 116
Change-100 (-86%)
Value$4.0K (-$24.2K)
Filed 2026-10-30
Fairman Group, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$4.0K (+$88)
Filed 2026-10-26
IMG Wealth Management, Inc.
NEW
Shares9
Change+9
Value$2.2K
Filed 2026-10-27
Main Street Group, LTD
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.0K (+$44)
Filed 2026-10-28
Hughes Financial Services, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.8K (+$128)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
NEW
Shares4
Change+4
Value$992
Filed 2026-11-05
Contravisory Investment Management, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$992 (+$22)
Filed 2026-10-13
Prudent Man Investment Management, Inc.
NEW
Shares1
Change+1
Value$217
Filed 2026-11-03
Cordatus Wealth Management LLC
CLOSED
Shares0 from 144,489
Change-144,489 (-100%)
Value$0 (-$35.0M)
Filed 2026-10-19
Jefferies Financial Group Inc.
CLOSED
Shares0 from 116,488
Change-116,488 (-100%)
Value$0 (-$28.2M)
Filed 2026-11-05
Newport Capital Group, LLC
CLOSED
Shares0 from 74,500
Change-74,500 (-100%)
Value$0 (-$18.1M)
Filed 2026-10-16
FDx Advisors, Inc.
CLOSED
Shares0 from 59,013
Change-59,013 (-100%)
Value$0 (-$14.3M)
Filed 2026-11-05
Asempa Wealth Advisors
CLOSED
Shares0 from 5,905
Change-5,905 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-07
Steel Grove Capital Advisors, LLC
CLOSED
Shares0 from 2,945
Change-2,945 (-100%)
Value$0 (-$714.0K)
Filed 2026-10-13
Palisade Asset Management, LLC
CLOSED
Shares0 from 2,462
Change-2,462 (-100%)
Value$0 (-$596.8K)
Filed 2026-11-03
TritonPoint Partners, LLC
CLOSED
Shares0 from 2,398
Change-2,398 (-100%)
Value$0 (-$581.3K)
Filed 2026-11-05
Tenzing Financial LLC
CLOSED
Shares0 from 2,305
Change-2,305 (-100%)
Value$0 (-$570.0K)
Filed 2026-11-03
LJI Wealth Management, LLC
CLOSED
Shares0 from 1,962
Change-1,962 (-100%)
Value$0 (-$475.6K)
Filed 2026-10-28
Miller Howard Investments Inc
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$460.6K)
Filed 2026-10-26
Retireful, LLC
CLOSED
Shares0 from 1,662
Change-1,662 (-100%)
Value$0 (-$414.6K)
Filed 2026-10-09
Factor Wealth Management LTD
CLOSED
Shares0 from 1,123
Change-1,123 (-100%)
Value$0 (-$272.2K)
Filed 2026-10-08
First American Bank
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$266.7K)
Filed 2026-10-27
CPR Investments Inc.
CLOSED
Shares0 from 1,053
Change-1,053 (-100%)
Value$0 (-$255.3K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$248.5K)
Filed 2026-10-27
Albion Financial Group
CLOSED
Shares0 from 1,021
Change-1,021 (-100%)
Value$0 (-$247.5K)
Filed 2026-10-21
Accredited Investor Services, LLC
CLOSED
Shares0 from 989
Change-989 (-100%)
Value$0 (-$239.8K)
Filed 2026-10-22
Foundry Financial Group, Inc.
CLOSED
Shares0 from 933
Change-933 (-100%)
Value$0 (-$226.2K)
Filed 2026-10-28
Absolute Capital Management, LLC
CLOSED
Shares0 from 836
Change-836 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-16
Robinswood Financial LLC
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$167.6K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$109.1K)
Filed 2026-10-13
Park National Corp
CLOSED
Shares0 from 385
Change-385 (-100%)
Value$0 (-$93.3K)
Filed 2026-10-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$69.7K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$62.1K)
Filed 2026-10-15
MB, Levis & Associates, LLC
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$39.8K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$25.7K)
Filed 2026-10-14
Milestone Investment Advisors LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$14.5K)
Filed 2026-11-05
Brooklyn FI, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$9.9K)
Filed 2026-11-05
Tucker Asset Management LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.0M (+$680.5K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 44,711,921
Change-44,711,921 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 40,662,951
Change-40,662,951 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,508,393
Change-11,508,393 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,896,508
Change-8,896,508 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,644,566
Change-8,644,566 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,498,901
Change-8,498,901 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,898,903
Change-7,898,903 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,717,263
Change-6,717,263 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,325,816
Change-6,325,816 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,192,377
Change-6,192,377 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,686,036
Change-5,686,036 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,232,373
Change-5,232,373 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,160,192
Change-4,160,192 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,042,964
Change-4,042,964 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,793,923
Change-3,793,923 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,411,025
Change-3,411,025 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,257,065
Change-3,257,065 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 3,107,712
Change-3,107,712 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,718,123
Change-2,718,123 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,187,427
Change-2,187,427 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 2,045,358
Change-2,045,358 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,821,926
Change-1,821,926 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,534,580
Change-1,534,580 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,416,627
Change-1,416,627 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,245,656
Change-1,245,656 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,187,387
Change-1,187,387 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,093,500
Change-1,093,500 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,041,916
Change-1,041,916 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 848,030
Change-848,030 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 785,470
Change-785,470 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 742,315
Change-742,315 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 730,583
Change-730,583 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 725,606
Change-725,606 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 672,670
Change-672,670 (-100%)
Value—
Commerce Bank
N/A
Shares— from 663,733
Change-663,733 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 663,216
Change-663,216 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 636,075
Change-636,075 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 632,344
Change-632,344 (-100%)
Value—
Stephens Inc
N/A
Shares— from 593,962
Change-593,962 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 480,631
Change-480,631 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 461,550
Change-461,550 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 453,552
Change-453,552 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 414,670
Change-414,670 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 392,600
Change-392,600 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 382,514
Change-382,514 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 382,011
Change-382,011 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 362,548
Change-362,548 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 360,680
Change-360,680 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 353,038
Change-353,038 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 337,493
Change-337,493 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 327,952
Change-327,952 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 319,919
Change-319,919 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 319,031
Change-319,031 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 309,791
Change-309,791 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 307,073
Change-307,073 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 304,240
Change-304,240 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 301,351
Change-301,351 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 281,975
Change-281,975 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 269,580
Change-269,580 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 261,551
Change-261,551 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 257,408
Change-257,408 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 253,556
Change-253,556 (-100%)
Value—
Blair William & Co
N/A
Shares— from 232,981
Change-232,981 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 220,733
Change-220,733 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 211,834
Change-211,834 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 210,233
Change-210,233 (-100%)
Value—
Wind River Trust Co
N/A
Shares— from 207,228
Change-207,228 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 207,147
Change-207,147 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 178,016
Change-178,016 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 165,039
Change-165,039 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 158,923
Change-158,923 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 156,169
Change-156,169 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 155,500
Change-155,500 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 151,925
Change-151,925 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 147,184
Change-147,184 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 145,301
Change-145,301 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 144,543
Change-144,543 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 140,095
Change-140,095 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 138,965
Change-138,965 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 129,437
Change-129,437 (-100%)
Value—
Boston Partners
N/A
Shares— from 127,621
Change-127,621 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 127,277
Change-127,277 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 122,810
Change-122,810 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 122,334
Change-122,334 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 117,742
Change-117,742 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 116,951
Change-116,951 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 116,884
Change-116,884 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 116,785
Change-116,785 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 114,711
Change-114,711 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 104,385
Change-104,385 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 102,975
Change-102,975 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 100,602
Change-100,602 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 98,500
Change-98,500 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 98,484
Change-98,484 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 94,896
Change-94,896 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 94,592
Change-94,592 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 92,514
Change-92,514 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 92,318
Change-92,318 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 90,319
Change-90,319 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 89,848
Change-89,848 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 87,331
Change-87,331 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 86,163
Change-86,163 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 85,612
Change-85,612 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 85,448
Change-85,448 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 84,176
Change-84,176 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 81,486
Change-81,486 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 80,834
Change-80,834 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 80,154
Change-80,154 (-100%)
Value—
&partners
N/A
Shares— from 78,265
Change-78,265 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 76,311
Change-76,311 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 75,245
Change-75,245 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 73,717
Change-73,717 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 72,440
Change-72,440 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 71,874
Change-71,874 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 71,209
Change-71,209 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 69,220
Change-69,220 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 68,485
Change-68,485 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 67,594
Change-67,594 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 63,113
Change-63,113 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 61,322
Change-61,322 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 61,285
Change-61,285 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 61,000
Change-61,000 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 60,827
Change-60,827 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 58,890
Change-58,890 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 58,572
Change-58,572 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 57,583
Change-57,583 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 57,185
Change-57,185 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 57,068
Change-57,068 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 55,774
Change-55,774 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 55,569
Change-55,569 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 53,283
Change-53,283 (-100%)
Value—
Nwam LLC
N/A
Shares— from 51,908
Change-51,908 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 50,576
Change-50,576 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 50,573
Change-50,573 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 50,563
Change-50,563 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 49,697
Change-49,697 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 48,614
Change-48,614 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 47,811
Change-47,811 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 47,432
Change-47,432 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 47,373
Change-47,373 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 47,224
Change-47,224 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 45,508
Change-45,508 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 45,467
Change-45,467 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 45,243
Change-45,243 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 44,387
Change-44,387 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 42,924
Change-42,924 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 42,824
Change-42,824 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 41,888
Change-41,888 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 41,597
Change-41,597 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 41,441
Change-41,441 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 41,227
Change-41,227 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 41,024
Change-41,024 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 40,538
Change-40,538 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 40,328
Change-40,328 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 39,173
Change-39,173 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 39,025
Change-39,025 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 38,938
Change-38,938 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 38,693
Change-38,693 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 38,352
Change-38,352 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 37,942
Change-37,942 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 37,836
Change-37,836 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 37,287
Change-37,287 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 37,106
Change-37,106 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 36,980
Change-36,980 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 36,928
Change-36,928 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 36,273
Change-36,273 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 36,204
Change-36,204 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 35,903
Change-35,903 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 35,283
Change-35,283 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 35,076
Change-35,076 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 35,009
Change-35,009 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 34,728
Change-34,728 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 34,534
Change-34,534 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 33,912
Change-33,912 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 33,296
Change-33,296 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 32,922
Change-32,922 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 32,449
Change-32,449 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 32,403
Change-32,403 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 31,915
Change-31,915 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 31,700
Change-31,700 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 31,668
Change-31,668 (-100%)
Value—
M.D. Sass, LLC
N/A
Shares— from 31,554
Change-31,554 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 31,463
Change-31,463 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 31,331
Change-31,331 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 31,161
Change-31,161 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 31,037
Change-31,037 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 30,891
Change-30,891 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 30,294
Change-30,294 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 30,146
Change-30,146 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 30,065
Change-30,065 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 29,871
Change-29,871 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 29,678
Change-29,678 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 29,677
Change-29,677 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 28,654
Change-28,654 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 28,624
Change-28,624 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 28,438
Change-28,438 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 28,171
Change-28,171 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 28,061
Change-28,061 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 28,046
Change-28,046 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 27,975
Change-27,975 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 27,352
Change-27,352 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 27,281
Change-27,281 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 27,244
Change-27,244 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 27,218
Change-27,218 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 26,936
Change-26,936 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 26,772
Change-26,772 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 26,571
Change-26,571 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 26,209
Change-26,209 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 26,143
Change-26,143 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 26,141
Change-26,141 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 26,116
Change-26,116 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 25,814
Change-25,814 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 24,818
Change-24,818 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 24,782
Change-24,782 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 24,249
Change-24,249 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 24,227
Change-24,227 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 24,202
Change-24,202 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 24,040
Change-24,040 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 23,936
Change-23,936 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 23,549
Change-23,549 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 23,407
Change-23,407 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 23,120
Change-23,120 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 22,996
Change-22,996 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 22,921
Change-22,921 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 22,795
Change-22,795 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 22,758
Change-22,758 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 22,694
Change-22,694 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 22,453
Change-22,453 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 22,264
Change-22,264 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 22,192
Change-22,192 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 22,144
Change-22,144 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 21,882
Change-21,882 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 21,582
Change-21,582 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,377
Change-21,377 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 20,958
Change-20,958 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 20,547
Change-20,547 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 20,486
Change-20,486 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 19,806
Change-19,806 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 19,753
Change-19,753 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 19,736
Change-19,736 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 19,223
Change-19,223 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 19,085
Change-19,085 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 19,067
Change-19,067 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 18,731
Change-18,731 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 18,284
Change-18,284 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 18,273
Change-18,273 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 18,048
Change-18,048 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 17,805
Change-17,805 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 17,721
Change-17,721 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 17,347
Change-17,347 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 16,320
Change-16,320 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 16,243
Change-16,243 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 16,206
Change-16,206 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 16,141
Change-16,141 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 16,076
Change-16,076 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,936
Change-15,936 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,931
Change-15,931 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,809
Change-15,809 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 15,705
Change-15,705 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 15,567
Change-15,567 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 15,201
Change-15,201 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 14,929
Change-14,929 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 14,721
Change-14,721 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 14,582
Change-14,582 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 13,909
Change-13,909 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 13,889
Change-13,889 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 13,798
Change-13,798 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 13,260
Change-13,260 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 13,257
Change-13,257 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 13,133
Change-13,133 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 13,076
Change-13,076 (-100%)
Value—
Centennial Bank
N/A
Shares— from 13,068
Change-13,068 (-100%)
Value—
Donald Smith & Co., Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 12,811
Change-12,811 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 12,804
Change-12,804 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 12,660
Change-12,660 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 12,583
Change-12,583 (-100%)
Value—
Capital World Investors
N/A
Shares— from 12,556
Change-12,556 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,382
Change-12,382 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 11,983
Change-11,983 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 11,983
Change-11,983 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 11,724
Change-11,724 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 11,629
Change-11,629 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 11,448
Change-11,448 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 11,436
Change-11,436 (-100%)
Value—
Capital International Investors
N/A
Shares— from 11,416
Change-11,416 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 11,207
Change-11,207 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 11,180
Change-11,180 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 10,985
Change-10,985 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,781
Change-10,781 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 10,618
Change-10,618 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 10,595
Change-10,595 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 10,580
Change-10,580 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 10,489
Change-10,489 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 10,418
Change-10,418 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 10,269
Change-10,269 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 10,253
Change-10,253 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 10,223
Change-10,223 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 10,182
Change-10,182 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 10,159
Change-10,159 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 10,114
Change-10,114 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 9,983
Change-9,983 (-100%)
Value—
American Trust
N/A
Shares— from 9,916
Change-9,916 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 9,736
Change-9,736 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 9,687
Change-9,687 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 9,592
Change-9,592 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 9,558
Change-9,558 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,499
Change-9,499 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,357
Change-9,357 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 9,239
Change-9,239 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,163
Change-9,163 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 9,091
Change-9,091 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 9,033
Change-9,033 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 8,647
Change-8,647 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 8,630
Change-8,630 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 8,623
Change-8,623 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 8,399
Change-8,399 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 8,123
Change-8,123 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,038
Change-8,038 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 8,026
Change-8,026 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,873
Change-7,873 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 7,721
Change-7,721 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 7,692
Change-7,692 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 7,509
Change-7,509 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,455
Change-7,455 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 7,444
Change-7,444 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,398
Change-7,398 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 7,358
Change-7,358 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 7,298
Change-7,298 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 7,029
Change-7,029 (-100%)
Value—
Vulcan Value Partners, LLC
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,917
Change-6,917 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 6,806
Change-6,806 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 6,697
Change-6,697 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 6,690
Change-6,690 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 6,578
Change-6,578 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 6,391
Change-6,391 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 6,098
Change-6,098 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 5,999
Change-5,999 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,983
Change-5,983 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 5,906
Change-5,906 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 5,884
Change-5,884 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 5,693
Change-5,693 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 5,675
Change-5,675 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,599
Change-5,599 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 5,573
Change-5,573 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 5,399
Change-5,399 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 5,328
Change-5,328 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 5,193
Change-5,193 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
S&CO Inc
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 5,031
Change-5,031 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 4,867
Change-4,867 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Es4, LLC
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 4,608
Change-4,608 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 4,422
Change-4,422 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,885
Change-3,885 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,866
Change-3,866 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Legacy Trust
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 3,435
Change-3,435 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,261
Change-3,261 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,171
Change-3,171 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,879
Change-2,879 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Motco
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
First Citizens Asset Management, Inc.
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Allstate Corp
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
CSS LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 979
Change-979 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 975
Change-975 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 969
Change-969 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 947
Change-947 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 927
Change-927 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 888
Change-888 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 864
Change-864 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 863
Change-863 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 862
Change-862 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 843
Change-843 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 835
Change-835 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 832
Change-832 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 788
Change-788 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 694
Change-694 (-100%)
Value—
Collier Financial
N/A
Shares— from 668
Change-668 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 658
Change-658 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 643
Change-643 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 626
Change-626 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 608
Change-608 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 600
Change-600 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 588
Change-588 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 577
Change-577 (-100%)
Value—
S&T Bank
N/A
Shares— from 550
Change-550 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 470
Change-470 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 454
Change-454 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 443
Change-443 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 400
Change-400 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 396
Change-396 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 390
Change-390 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 306
Change-306 (-100%)
Value—
CNB Bank
N/A
Shares— from 305
Change-305 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 300
Change-300 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 293
Change-293 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 293
Change-293 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 253
Change-253 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 242
Change-242 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 176
Change-176 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 146
Change-146 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 124
Change-124 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 102
Change-102 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 99
Change-99 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 97
Change-97 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 96
Change-96 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 72
Change-72 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 60
Change-60 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 56
Change-56 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 45
Change-45 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 26
Change-26 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 21
Change-21 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 16
Change-16 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
10Elms LLP
N/A
Shares— from 14
Change-14 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 4
Change-4 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Truist Financial Corp
INCREASED2,193,1982,143,441+49,757+2%$519.6M$543.8M+$24.1M2026-10-30
Globalt Investments LLC / GA
DECREASED1,671,9771,715,696-43,719-3%$415.9M$414.5M-$1.4M2026-10-27
Commonwealth Equity Services, LLC
DECREASED1,510,1321,601,482-91,350-6%$388.2M$374.4M-$13.8M2026-11-02
Stairway Partners, LLC
DECREASED1,317,8501,331,855-14,005-1%$322.9M$326.7M+$3.9M2026-10-02
71 West Capital Partners
INCREASED1,309,7181,306,647+3,071+0%$316.8M$324.7M+$7.9M2026-11-04
Citigroup Inc
INCREASED1,297,4381,172,263+125,175+11%$284.2M$321.7M+$37.5M2026-11-04
Fifth Third Bancorp
DECREASED1,098,2311,152,535-54,304-5%$279.4M$272.3M-$7.1M2026-11-05
Oakworth Capital, Inc.
DECREASED877,263877,912-6490%$213.4M$217.5M+$4.1M2026-10-26
Waldron Private Wealth LLC
DECREASED837,362853,400-16,038-2%$206.9M$207.6M+$717.1K2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED829,092807,045+22,047+3%$195.7M$205.6M+$9.9M2026-10-21
US Bancorp \de\
INCREASED794,654793,380+1,274+0%$192.3M$197.0M+$4.7M2026-11-05
Bank of New York Mellon Corp
DECREASED676,635786,854-110,219-14%$190.8M$167.8M-$23.0M2026-11-05
Creative Planning
DECREASED500,218509,090-8,872-2%$123.4M$124.0M+$600.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED498,898494,171+4,727+1%$122.0M$125.7M+$3.7M2026-10-13
Cullen T Bankers, Inc.
DECREASED437,948442,652-4,704-1%$107.3M$108.6M+$1.3M2026-10-28
Choreo, LLC
INCREASED415,416404,733+10,683+3%$98.1M$103.0M+$4.9M2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED400,379407,487-7,108-2%$98.8M$99.3M+$479.0K2026-10-27
Marquette Asset Management, LLC
DECREASED396,744397,757-1,0130%$96.4M$98.4M+$1.9M2026-10-09
Stephens Group Asset Management, LLC
DECREASED394,433428,133-33,700-8%$103.8M$97.8M-$6.0M2026-10-09
Landaas & Co
INCREASED392,238385,177+7,061+2%$93.4M$97.2M+$3.9M2026-10-29
Cedar Mountain Advisors, LLC
DECREASED373,720395,280-21,560-5%$95.8M$92.7M-$3.2M2026-10-15
Modera Wealth Management, LLC
DECREASED355,595359,145-3,550-1%$87.1M$88.2M+$1.1M2026-10-28
Thrivent Financial for Lutherans
INCREASED339,767321,271+18,496+6%$77.9M$84.3M+$6.4M2026-11-05
StoneX Group Inc.
DECREASED320,407364,575-44,168-12%$88.4M$79.4M-$8.9M2026-11-03
MV Capital Management, Inc.
DECREASED319,882332,274-12,392-4%$80.6M$79.3M-$1.2M2026-10-29
Lido Advisors, LLC
INCREASED288,174284,963+3,211+1%$69.1M$71.4M+$2.4M2026-11-04
First Business Financial Services, Inc.
DECREASED264,391265,835-1,444-1%$64.4M$65.6M+$1.1M2026-10-29
Badgley Phelps Wealth Managers, LLC
INCREASED263,706259,924+3,782+1%$63.0M$65.4M+$2.4M2026-10-22
Beirne Wealth Consulting Services, LLC
DECREASED261,067271,741-10,674-4%$65.9M$64.7M-$1.2M2026-10-19
HB Wealth Management, LLC
INCREASED250,729244,415+6,314+3%$59.3M$62.2M+$2.9M2026-10-23
Paulson Wealth Management Inc.
DECREASED249,451253,476-4,025-2%$61.5M$61.8M+$396.4K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED242,556222,877+19,679+9%$54.0M$60.1M+$6.1M2026-10-16
Americana Partners, LLC
INCREASED235,927213,798+22,129+10%$51.8M$58.5M+$6.7M2026-10-28
Kestra Private Wealth Services, LLC
DECREASED227,808229,113-1,305-1%$55.5M$56.5M+$936.7K2026-10-30
Relyea Zuckerberg Hanson LLC
DECREASED205,814215,569-9,755-5%$52.3M$51.0M-$1.2M2026-10-20
Mission Wealth Management, LP
DECREASED204,636265,552-60,916-23%$64.4M$50.7M-$13.6M2026-10-15
Kestra Advisory Services, LLC
INCREASED202,665184,219+18,446+10%$44.7M$50.2M+$5.6M2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED199,975187,828+12,147+6%$45.5M$49.6M+$4.0M2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED196,627196,514+113+0%$47.6M$48.7M+$1.1M2026-11-05
Regions Financial Corp
DECREASED169,669171,512-1,843-1%$41.6M$42.1M+$486.4K2026-11-05
Corundum Group, Inc.
UNCHANGED167,207167,20700%$40.5M$41.5M+$919.6K2026-10-28
CFS Investment Advisory Services, LLC
DECREASED164,174166,111-1,937-1%$41.0M$41.3M+$331.3K2026-10-19
Proathlete Wealth Management LLC
INCREASED159,629147,043+12,586+9%$35.7M$39.6M+$3.9M2026-10-15
Pacific Sage Partners, LLC
DECREASED158,141164,320-6,179-4%$39.8M$39.2M-$628.3K2026-10-21
Midwest Trust Co
INCREASED157,146155,710+1,436+1%$37.7M$39.0M+$1.2M2026-10-22
LBJ Family Wealth Advisors, Ltd.
INCREASED155,598155,137+461+0%$37.7K$38.6K+$9182026-10-01
Ryan Investment Management, Inc.
INCREASED155,226120,376+34,850+29%$29.2M$38.5M+$9.3M2026-10-20
Jmac Enterprises LLC
INCREASED144,360143,943+417+0%$34.9M$35.8M+$895.1K2026-10-30
Claro Advisors Inc.
INCREASED138,385138,046+339+0%$33.5M$34.3M+$843.1K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED136,106127,219+8,887+7%$30.8M$33.7K-$30.8M2026-11-02
RMR Wealth Builders
DECREASED132,129136,510-4,381-3%$33.1M$32.8M-$335.3K2026-10-22
Capital Advisors, Ltd. LLC
INCREASED130,006129,178+828+1%$31.3K$32.2K+$9152026-10-27
FSA Wealth Partners, Inc.
NEW129,244—+129,244——$32.0M—2026-10-26
LWM Advisors Inc
DECREASED125,487127,487-2,000-2%$30.9M$31.1M+$205.3K2026-10-08
Keybank National Association
DECREASED124,797139,126-14,329-10%$33.7M$30.9M-$2.8M2026-11-04
AMG National Trust Bank
INCREASED123,941121,896+2,045+2%$29.6M$30.7M+$1.2M2026-11-05
First Horizon Corp
INCREASED123,900122,215+1,685+1%$29.6M$30.7M+$1.1M2026-10-26
CX Institutional
INCREASED122,927118,254+4,673+4%$28.7K$30.5K+$1.8K2026-10-02
Summa Corp.
INCREASED119,55818,766+100,792+537%$4.5M$29.6M+$25.1M2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED119,48099,228+20,252+20%$24.1M$29.6M+$5.6M2026-11-04
Nadler Financial Group, Inc.
DECREASED118,340119,675-1,335-1%$29.0M$29.3M+$327.1K2026-10-23
Simon Quick Advisors, LLC
DECREASED116,502124,223-7,721-6%$30.1M$28.9M-$1.2M2026-10-26
Oppenheimer Asset Management Inc.
INCREASED110,01799,729+10,288+10%$24.2M$27.3M+$3.1M2026-10-27
Fulton Bank, N.A.
DECREASED108,465109,030-565-1%$26.4M$26.9M+$459.6K2026-10-14
Parkside Financial Bank & Trust
INCREASED107,338102,895+4,443+4%$24.9M$26.6M+$1.7M2026-10-27
Venture Visionary Partners LLC
DECREASED106,338107,710-1,372-1%$26.1M$26.4M+$252.3K2026-10-07
PFW Advisors LLC
DECREASED105,963109,904-3,941-4%$26.6M$26.3M-$372.6K2026-10-07
TD Private Client Wealth LLC
INCREASED105,21992,496+12,723+14%$22.4M$26.1M+$3.7M2026-10-28
AWM Capital, LLC
DECREASED104,591104,700-1090%$25.4M$25.9M+$549.2K2026-10-16
Investment Partners, Ltd.
INCREASED104,43856,939+47,499+83%$13.8M$25.9M+$12.1M2026-10-29
PW Nova Financial Services LLC
INCREASED90,54378,713+11,830+15%$19.1M$22.4M+$3.4M2026-10-15
Woodard & Co Asset Management Group Inc
DECREASED89,34693,413-4,067-4%$22.6M$22.2M-$494.6K2026-11-03
GHP Investment Advisors, Inc.
DECREASED85,51087,962-2,452-3%$21.3M$21.2M-$124.0K2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED83,39386,242-2,849-3%$20.9M$20.7M-$232.0K2026-11-03
Noble Family Wealth, LLC
DECREASED81,51182,217-706-1%$19.9M$20.2M+$277.2K2026-10-26
Nestegg Advisors, Inc.
DECREASED79,64880,035-3870%$19.4M$19.7M+$344.3K2026-10-21
Sylvest Advisors, LLC
DECREASED79,486132,225-52,739-40%$32.1M$19.7M-$12.3M2026-10-26
Fund Evaluation Group, LLC
DECREASED78,39594,280-15,885-17%$22.9M$19.4M-$3.4M2026-11-05
RTD Financial Advisors, Inc.
DECREASED77,82179,264-1,443-2%$19.2M$19.3M+$78.0K2026-10-09
VestGen Advisors, LLC
DECREASED77,15177,208-570%$18.7M$19.1M+$410.6K2026-10-27
Ascent Group, LLC
DECREASED74,27575,795-1,520-2%$18.4M$18.4M+$40.0K2026-10-30
Apella Capital, LLC
INCREASED72,55469,260+3,294+5%$17.2M$18.2M+$1.0M2026-10-08
Summit Wealth Group LLC / Co
DECREASED71,93779,919-7,982-10%$19.4M$17.8M-$1.5M2026-10-29
Willis Johnson Wealth, Inc.
DECREASED70,78972,762-1,973-3%$17.6M$17.6M-$89.1K2026-11-03
Montag A & Associates Inc
DECREASED70,32071,478-1,158-2%$17.3M$17.4M+$106.0K2026-10-29
Ballast, Inc.
DECREASED70,07174,114-4,043-5%$18.0M$17.4M-$595.0K2026-10-20
Sonata Capital Group Inc
DECREASED67,54167,587-460%$16.4M$16.7M+$360.2K2026-10-19
Berman McAleer LLC
DECREASED66,93367,488-555-1%$16.4M$16.6M+$233.6K2026-10-16
West Bancorporation Inc
DECREASED65,30670,539-5,233-7%$17.1M$16.2M-$909.5K2026-10-29
First Citizens Bank & Trust Co
INCREASED64,47863,291+1,187+2%$15.3M$16.0M+$642.4K2026-10-14
Genesis Private Wealth, LLC
DECREASED62,64063,143-503-1%$15.3M$15.5M+$222.7K2026-11-02
Naples Global Advisors, LLC
INCREASED60,71758,376+2,341+4%$14.2M$15.1M+$901.4K2026-11-05
Breakwater Capital Group
DECREASED60,24961,515-1,266-2%$14.9M$14.9M+$24.5K2026-10-09
Avidian Wealth Enterprises, LLC
DECREASED59,70259,721-190%$14.5M$14.8M+$323.7K2026-10-08
Certuity, LLC
INCREASED58,53656,216+2,320+4%$13.6M$14.5M+$884.3K2026-11-02
Oppenheimer & Co Inc
DECREASED57,12460,935-3,811-6%$14.8M$14.2M-$609.7K2026-10-26
Sagespring Wealth Partners, LLC
INCREASED56,28655,768+518+1%$13.5M$14.0M+$435.0K2026-10-22
Bokf, NA
DECREASED54,76855,362-594-1%$13.4M$13.6M+$157.2K2026-10-27
Chicago Partners Investment Group LLC
DECREASED54,56154,741-1800%$13.5M$14.0M+$568.8K2026-10-27
Prism Advisors, Inc.
DECREASED53,19655,366-2,170-4%$13.4M$13.4M-$17.0K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED53,01643,948+9,068+21%$10.7M$13.1M+$2.5M2026-10-21
Krane Financial Solutions LLC
DECREASED52,55155,203-2,652-5%$13.4M$13.0M-$353.9K2026-10-30
XML Financial, LLC
INCREASED52,39750,237+2,160+4%$12.2M$13.0M+$812.0K2026-10-29
JFS Wealth Advisors, LLC
DECREASED52,22953,224-995-2%$12.9M$12.9M+$46.0K2026-11-03
Paladin Partners, LLC
INCREASED51,10151,090+11+0%$12.4M$12.7M+$283.7K2026-10-06
Valeo Financial Advisors, LLC
INCREASED48,93748,793+144+0%$11.8M$12.1M+$304.0K2026-10-08
Newton One Investments LLC
DECREASED48,53550,120-1,585-3%$12.2M$12.0M-$117.4K2026-10-14
Canandaigua National Bank & Trust Co
INCREASED47,70838,523+9,185+24%$9.3M$11.8M+$2.5M2026-10-07
FMA Wealth Management, LLC
DECREASED46,93347,348-415-1%$11.5M$11.6M+$157.5K2026-10-21
Kelsey Financial, LLC
DECREASED46,88550,631-3,746-7%$12.3M$11.6M-$650.3K2026-10-28
Montecito Bank & Trust
DECREASED46,44246,627-1850%$11.3M$11.5M+$210.6K2026-10-01
Confluence Investment Management LLC
INCREASED46,18510,492+35,693+340%$2.5M$11.5M+$8.9M2026-10-01
Equity Investment Corp
DECREASED46,001241,235-195,234-81%$58.5M$11.4M-$47.1M2026-11-04
Visionary Wealth Advisors
DECREASED44,37144,825-454-1%$10.9M$11.0M+$134.0K2026-11-04
OFS Enterprise LLC
DECREASED44,01745,212-1,195-3%$11.0M$10.9M-$47.5K2026-10-16
Mather Group, Llc.
DECREASED43,61945,664-2,045-4%$11.1M$10.8M-$255.9K2026-10-14
Smith & Howard Wealth Management, LLC
DECREASED43,22644,240-1,014-2%$10.7M$10.7M-$8.1K2026-10-27
Blue Trust, Inc.
INCREASED42,75342,702+51+0%$10.4M$10.6M+$247.6K2026-10-15
Morton Capital Management LLC
DECREASED42,47845,061-2,583-6%$10.9M$10.5M-$392.6K2026-10-23
Vestor Capital, LLC
INCREASED41,3025,911+35,391+599%$316$7.7K+$7.4K2026-11-04
Park Avenue Securities LLC
DECREASED40,31193,111-52,800-57%$22.6M$10.0K-$22.6M2026-10-26
Farther Finance Advisors, LLC
DECREASED40,27564,218-23,943-37%$15.6M$10.0M-$5.6M2026-10-08
Arcadia Wealth Management, LLC
DECREASED40,13540,910-775-2%$9.9M$10.0M+$32.7K2026-10-22
American State Bank (Iowa)
INCREASED40,03934,311+5,728+17%$8.3M$9.9M+$1.6M2026-11-03
Parallel Advisors, LLC
INCREASED39,65839,583+75+0%$9.6M$9.8M+$236.3K2026-11-03
Citizens Financial Group Inc
INCREASED39,44537,706+1,739+5%$9.1M$9.8M+$638.4K2026-10-23
CFM Wealth Partners LLC
INCREASED39,15836,980+2,178+6%$9.0M$9.7M+$743.4K2026-11-05
Sunburst Financial Group, LLC
UNCHANGED38,69838,69800%$9.4M$9.6M+$212.8K2026-10-09
Ritholtz Wealth Management
DECREASED38,54939,311-762-2%$9.5M$9.6M+$27.2K2026-11-05
Stegner Investment Associates Inc.
INCREASED38,39538,393+2+0%$9.3M$9.5M+$211.7K2026-10-15
Independence Asset Advisors, LLC
UNCHANGED37,25037,25000%$9.0M$9.2M+$204.9K2026-10-23
Arbor Investment Advisors, LLC
DECREASED37,06437,111-470%$9.0M$9.2M+$192.5K2026-10-26
Aspiriant, LLC
INCREASED36,92336,690+233+1%$8.9M$9.2M+$258.9K2026-10-16
Signaturefd, LLC
INCREASED36,78435,392+1,392+4%$8.6M$9.1M+$539.8K2026-10-23
Segment Wealth Management, LLC
DECREASED36,56938,049-1,480-4%$9.2M$9.1M-$157.7K2026-10-26
Veratis Advisors, Inc.
DECREASED36,19336,570-377-1%$8.9M$9.0M+$107.9K2026-11-03
Davenport & Co LLC
INCREASED36,15532,111+4,044+13%$7.8M$9.0M+$1.2M2026-10-14
Sowell Financial Services LLC
DECREASED36,14138,915-2,774-7%$9.4M$9.0M-$473.8K2026-10-23
Brighton Jones LLC
INCREASED35,73235,684+48+0%$8.7M$8.9M+$208.0K2026-11-03
DT Investment Partners, LLC
INCREASED35,45135,063+388+1%$8.5M$8.8M+$289.0K2026-10-27
Aprio Wealth Management, LLC
INCREASED35,38734,832+555+2%$8.4M$8.8M+$329.2K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED34,85435,659-805-2%$8.6M$8.6M-$3.3K2026-11-05
Rebalance, LLC
INCREASED34,72134,593+128+0%$8.4M$8.6M+$222.0K2026-10-22
Confluence Wealth Services, Inc.
INCREASED34,67033,891+779+2%$8.2M$8.6M+$379.5K2026-11-05
Raub Brock Capital Management LP
DECREASED34,51735,357-840-2%$8.6M$8.6M-$13.8K2026-10-21
Fifth Third Wealth Advisors LLC
INCREASED34,37931,659+2,720+9%$7.7M$8.5M+$848.5K2026-10-22
Mullaney, Keating & Wright, Inc.
DECREASED34,18134,296-1150%$8.3M$8.5M+$160.0K2026-10-19
Monument Capital Management
INCREASED34,0344,842+29,192+603%$1.2M$8.4M+$7.3M2026-10-09
Virtue Capital Management, LLC
INCREASED33,9699,476+24,493+258%$2.3M$8.4M+$6.1M2026-10-29
Sepio Capital, LP
DECREASED33,95134,717-766-2%$8.4M$8.4M+$1.0K2026-10-22
BIP Wealth, LLC
DECREASED33,44833,499-510%$8.1M$8.3M+$171.6K2026-10-22
Eastern Bank
INCREASED33,13232,906+226+1%$8.0M$8.2M+$237.0K2026-10-05
Associated Banc-Corp
DECREASED33,04934,394-1,345-4%$8.3M$8.2M-$144.3K2026-10-30
Northern Lights Advisors, Inc.
DECREASED32,90334,695-1,792-5%$8.4M$8.2M-$253.3K2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED32,87136,294-3,423-9%$8.8M$8.1M-$649.0K2026-10-27
Allen Investment Management, LLC
INCREASED31,61630,093+1,523+5%$7.3M$7.8M+$543.1K2026-11-03
Finley Financial, LLC
DECREASED31,18633,346-2,160-6%$8.1M$7.7M-$342.5K2026-10-28
Quadrant Capital Group LLC
DECREASED30,82230,998-176-1%$7.5M$7.8M+$330.3K2026-10-20
Auour Investments LLC
DECREASED30,77831,595-817-3%$7.7M$7.6M-$28.7K2026-10-28
American Institute for Advanced Investment Management, LLP
DECREASED30,09131,216-1,125-4%$7.6M$7.5M-$107.2K2026-11-03
Crescent Grove Advisors, LLC
DECREASED29,45029,869-419-1%$7.2M$7.3M+$60.3K2026-10-21
Harbour Capital Advisors, LLC
DECREASED28,92729,277-350-1%$7.2M$7.2M-$54.9K2026-10-13
ARK & TLK Investments, LLC
UNCHANGED28,68128,68100%$7.0M$7.1M+$157.7K2026-10-20
Nottingham Advisors, Inc.
DECREASED27,57528,513-938-3%$7.0M$6.9M-$146.2K2026-10-29
Heck Capital Advisors, LLC
INCREASED27,53825,627+1,911+7%$6.2M$6.8M+$614.7K2026-10-14
Vise Technologies, Inc.
DECREASED27,53528,070-535-2%$6.8M$6.8M+$21.8K2026-10-29
Piedmont Capital Management, LLC
UNCHANGED27,50027,50000%$6.7M$6.8M+$151.3K2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED27,45928,206-747-3%$6.8M$6.8M-$30.1K2026-10-20
Ullmann Wealth Partners Group, LLC
DECREASED27,31027,480-170-1%$6.7M$6.8M+$109.0K2026-11-02
Equitable Trust Co
DECREASED27,23828,035-797-3%$6.8M$6.8M-$43.4K2026-10-13
Assetmark, Inc
INCREASED27,17825,399+1,779+7%$6.2M$6.7M+$580.9K2026-10-21
Towerpoint Wealth, LLC
DECREASED26,94927,783-834-3%$6.7M$6.7M-$53.8K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED26,91927,593-674-2%$6.7M$6.7M-$15.4K2026-10-14
Perigon Wealth Management, LLC
DECREASED26,67936,028-9,349-26%$8.7M$6.6M-$2.1M2026-10-22
Lantz Financial LLC
INCREASED26,649949+25,700+2708%$230.1K$6.6M+$6.4M2026-10-15
Capital Investment Advisors, LLC
INCREASED26,3466,783+19,563+288%$1.6M$6.5M+$4.9M2026-10-22
Harbor Investment Advisory, LLC
INCREASED26,30226,243+59+0%$6.4M$6.5M+$159.2K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED26,26022,368+3,892+17%$5.4M$6.5M+$1.1M2026-10-30
Goelzer Investment Management, Inc.
DECREASED26,19436,530-10,336-28%$8.9M$6.5M-$2.4M2026-10-16
Linscomb Wealth, Inc.
DECREASED25,88626,353-467-2%$6.4M$6.4M+$29.2K2026-11-05
Vaquero Private Wealth, LTD
DECREASED25,82827,263-1,435-5%$6.6M$6.4M-$205.8K2026-10-27
Hanson & Doremus Investment Management
UNCHANGED25,71825,71800%$6.2M$6.4K-$6.2M2026-10-16
New England Private Wealth Advisors LLC
INCREASED24,60824,547+61+0%$6.1M$6.1M+$7.4K2026-10-19
Winthrop Advisory Group LLC
DECREASED24,33424,452-1180%$5.9M$6.0M+$105.3K2026-10-22
Hillcrest Wealth Advisors - NY, LLC
INCREASED24,13823,738+400+2%$5.8M$6.0M+$229.7K2026-10-22
Old National Bancorp
UNCHANGED23,93323,93300%$5.8M$5.9M+$131.6K2026-10-20
Diversified Portfolios, Inc.
DECREASED23,88224,412-530-2%$5.9M$5.9M+$2.9K2026-11-04
Columbus Macro, LLC
INCREASED23,55222,896+656+3%$5.6M$5.8M+$288.7K2026-10-14
Forte Asset Management LLC
DECREASED23,28827,597-4,309-16%$6.7M$5.8M-$916.6K2026-10-13
Ashton Thomas Securities, LLC
NEW23,207—+23,207——$5.8M—2026-10-26
NovaPoint Capital, LLC
INCREASED23,0859,417+13,668+145%$2.3M$5.7M+$3.4M2026-10-22
Lanark Financial, Inc.
INCREASED22,80419,175+3,629+19%$4.6M$5.7M+$1.0M2026-10-26
Aaron Wealth Advisors LLC
INCREASED22,77317,773+5,000+28%$4.3M$5.6M+$1.3M2026-10-13
Ferguson Wellman Capital Management, Inc
INCREASED22,41121,592+819+4%$5.2M$5.6M+$321.8K2026-10-05
Gilbert Capital Group, Inc.
NEW22,213—+22,213——$5.5M—2026-10-28
Highland Capital Management, LLC
DECREASED21,79822,021-223-1%$5.3M$5.4M+$65.9K2026-10-26
Simplicity Wealth,LLC
INCREASED21,10219,255+1,847+10%$4.7M$5.2M+$563.9K2026-10-23
Mutual of America Capital Management LLC
INCREASED21,08112,967+8,114+63%$3.1M$5.2M+$2.1M2026-10-23
Apollon Wealth Management, LLC
INCREASED20,83017,812+3,018+17%$4.3M$5.2M+$846.1K2026-10-23
Spire Wealth Management
INCREASED20,77720,694+83+0%$5.0M$5.2M+$134.3K2026-10-30
HMS Capital Management, LLC
DECREASED20,53120,600-690%$5.0M$5.1M+$96.1K2026-10-20
Prospera Financial Services Inc
DECREASED20,374166,431-146,057-88%$40.4M$5.3M-$35.1M2026-11-04
Anchor Capital Advisors LLC
INCREASED20,20119,154+1,047+5%$4.6M$5.0M+$364.9K2026-11-05
Joel Isaacson & Co., LLC
INCREASED20,18917,870+2,319+13%$4.3M$5.0M+$673.4K2026-11-05
1900 Wealth Management LLC
INCREASED20,16519,516+649+3%$4.7M$5.0M+$268.2K2026-10-13
Gamma Investing LLC
INCREASED19,56519,024+541+3%$4.6M$4.9M+$238.8K2026-10-08
Principal Financial Group Inc
DECREASED19,46524,436-4,971-20%$5.9M$4.8M-$1.1M2026-11-02
St. Louis Trust Co
UNCHANGED19,41819,41800%$2.1M$4.8M+$2.8M2026-11-03
D.A. Davidson & Co.
DECREASED19,35420,665-1,311-6%$5.0M$4.8M-$211.3K2026-10-28
Carret Asset Management, LLC
INCREASED19,28319,281+2+0%$4.7M$4.8M+$106.4K2026-11-04
Courier Capital LLC
INCREASED19,25513,407+5,848+44%$3.3M$4.8M+$1.5M2026-10-19
Fifth Third Securities, Inc.
INCREASED19,1756,167+13,008+211%$1.5M$4.8M+$3.3M2026-10-21
FC Advisory LLC
DECREASED19,10619,456-350-2%$4.7M$4.7M+$20.1K2026-10-05
Dixon Fnancial Services, Inc.
UNCHANGED18,93018,93000%$4.6M$4.7M+$104.1K2026-10-23
Acropolis Investment Management, LLC
UNCHANGED18,81118,81100%$4.6M$4.7M+$103.5K2026-10-08
NBH Bank
DECREASED18,60018,845-245-1%$4.6M$4.6M+$42.9K2026-11-05
Thompson Siegel & Walmsley LLC
INCREASED18,54318,088+455+3%$4.4M$4.6M+$212.0K2026-11-05
Procyon Advisors, LLC
DECREASED18,50118,807-306-2%$4.6M$4.6M+$27.4K2026-10-21
Busey Bank
INCREASED18,45318,403+50+0%$4.5M$4.6M+$113.6K2026-10-26
Sage Financial Group Inc
DECREASED18,43218,535-103-1%$4.5M$4.6M+$76.5K2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED18,38623,220-4,834-21%$5.6M$4.6M-$1.1M2026-11-05
Atria Investments, Inc
DECREASED18,02341,028-23,005-56%$9.9M$4.5M-$5.5M2026-10-15
Aureum Wealth Management, LLC
DECREASED17,92217,932-100%$4.3M$4.4M+$96.1K2026-10-15
Foundation Wealth Management, Llc\pa
DECREASED17,91118,389-478-3%$4.5M$4.4M-$17.3K2026-10-14
Argyle Capital Partners, LLC
DECREASED17,85118,266-415-2%$4.4M$4.4M-$2.2K2026-10-23
Intrua Financial, LLC
INCREASED17,74816,367+1,381+8%$4.0M$4.4M+$432.6K2026-10-28
W Advisors, LLC
DECREASED17,74418,049-305-2%$4.4M$4.4M+$23.7K2026-11-02
Beam Wealth Advisors, Inc.
INCREASED17,69917,671+28+0%$4.3M$4.4M+$104.3K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED17,23616,346+890+5%$4.0M$4.3M+$310.5K2026-10-27
McKinley Carter Wealth Services, Inc.
DECREASED17,22517,897-672-4%$4.3M$4.3M-$68.2K2026-10-16
Fiduciary Financial Group, LLC
DECREASED16,50216,893-391-2%$4.1M$4.1M-$4.0K2026-10-13
Atwater Malick LLC
INCREASED16,34815,413+935+6%$3.7M$4.1M+$316.6K2026-10-15
Precedent Wealth Partners, LLC
INCREASED16,19115,417+774+5%$3.7M$4.0M+$276.7K2026-10-21
Affinity Capital Advisors, LLC
DECREASED15,85816,249-391-2%$4.0M$4.0M+$3.2K2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED15,69716,169-472-3%$3.9M$3.9M-$28.1K2026-11-04
True Private Wealth Advisors
DECREASED15,68915,968-279-2%$3.9M$3.9M+$18.8K2026-10-19
Sapient Capital LLC
INCREASED15,51515,197+318+2%$3.7M$3.8M+$162.6K2026-10-08
Gilliland Jeter Wealth Management LLC
INCREASED15,20315,195+8+0%$3.7M$3.8M+$85.4K2026-10-28
Topel & Distasi Wealth Management, LLC
DECREASED15,16415,260-96-1%$3.7M$3.8M+$60.1K2026-11-05
Anchyra Partners LLC
INCREASED15,09513,456+1,639+12%$3.3M$3.7M+$480.4K2026-10-13
Premier Path Wealth Partners, LLC
DECREASED15,08215,105-230%$3.7M$3.7M+$77.4K2026-10-16
Magnus Financial Group LLC
INCREASED15,02615,014+12+0%$3.6M$3.7M+$85.6K2026-10-21
Midwest Professional Planners, Ltd.
DECREASED14,87715,915-1,038-7%$3.9M$3.7M-$169.8K2026-10-29
NTV Asset Management LLC
DECREASED14,81514,825-100%$3.6M$3.7M+$79.1K2026-10-23
Evanson Financial, LLC
INCREASED14,77814,777+1+0%$3.6M$3.7M+$81.4K2026-10-23
Glenview Trust Co
DECREASED14,74115,700-959-6%$3.8M$3.7M-$151.4K2026-10-28
Avior Wealth Management, LLC
INCREASED14,70014,685+15+0%$3.6M$3.6M+$84.4K2026-10-13
Pathway Financial Advisors LLC
UNCHANGED14,66014,66000%$3.6M$3.6M+$16.4K2026-10-07
Boston Trust Walden Corp
UNCHANGED14,63814,63800%$3.5M$3.6M+$80.5K2026-10-30
Golden State Wealth Management, LLC
DECREASED14,53216,099-1,567-10%$3.9M$3.6M-$300.1K2026-11-02
Clientfirst Wealth Management, LLC
DECREASED14,41614,479-630%$3.5M$3.6M+$64.0K2026-11-04
Ironsides Asset Advisors, LLC
UNCHANGED14,36514,36500%$3.5M$3.6M+$79.0K2026-10-20
EPG Wealth Management LLC
DECREASED14,34414,439-95-1%$3.5M$3.6M+$55.7K2026-11-03
Brookstone Capital Management
INCREASED14,34111,023+3,318+30%$2.7M$3.6M+$883.4K2026-10-22
BG Investment Services, LLC
INCREASED14,31614,160+156+1%$3.4M$3.5M+$116.6K2026-10-23
Colorado Capital Management, Inc.
DECREASED14,26815,060-792-5%$3.7K$3.5K-$1142026-10-15
Autumn Glory Partners, LLC
UNCHANGED14,25914,25900%$3.5M$3.5M+$78.4K2026-10-26
Accredited Investors Inc.
DECREASED14,25214,861-609-4%$3.6M$3.5M-$69.2K2026-11-03
Quadcap Wealth Management, LLC
DECREASED13,95414,505-551-4%$3.5M$3.5M-$56.8K2026-11-02
Saxon Interests, Inc.
INCREASED13,92913,784+145+1%$3.3M$3.5M+$111.9K2026-10-26
Flagstar Securities, Inc
DECREASED13,62813,670-420%$3.3M$3.4M+$64.9K2026-10-15
Grove Bank & Trust
DECREASED13,54415,989-2,445-15%$3.9M$3.4M-$518.2K2026-10-08
Eagle Strategies LLC
DECREASED13,29413,439-145-1%$3.3M$3.3M+$37.9K2026-10-16
Cahaba Wealth Management, Inc.
INCREASED13,15412,841+313+2%$3.1M$3.3M+$148.2K2026-10-26
Flywheel Private Wealth LLC
DECREASED12,90313,119-216-2%$3.2M$3.2M+$18.6K2026-11-02
Stage Harbor Financial, LLC
UNCHANGED12,84012,84000%$3.1M$3.2M+$70.6K2026-11-03
Integrity Alliance, Llc.
DECREASED12,83113,434-603-4%$3.3M$3.2M-$75.5K2026-10-29
Grant Street Asset Management, Inc.
INCREASED12,82812,792+36+0%$3.1M$3.2M+$79.3K2026-10-26
Chemung Canal Trust Co
DECREASED12,78712,987-200-2%$3.1M$3.2M+$21.8K2026-11-04
Focus Financial Network, Inc.
DECREASED12,67813,785-1,107-8%$3.3M$3.1M-$198.7K2026-10-14
Applied Finance Capital Management, LLC
NEW12,649—+12,649——$3.1M—2026-11-03
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED12,55512,55500%$3.0M$3.1M+$69.1K2026-10-09
Argos Wealth Advisors, LLC
DECREASED12,54212,591-490%$3.1M$3.1M+$57.1K2026-11-02
Cornerstone Wealth Advisors, Inc.
DECREASED12,53712,944-407-3%$3.1M$3.1M-$29.9K2026-10-16
MGO One Seven LLC
DECREASED12,49712,710-213-2%$3.1M$3.1M+$16.9K2026-10-28
RFG Advisory, LLC
DECREASED12,44814,105-1,657-12%$3.4M$3.1M-$333.3K2026-11-03
Dynamic Financial Group
DECREASED12,42912,500-71-1%$3.0M$3.1M+$51.1K2026-10-28
Ascent Wealth Partners, LLC
DECREASED12,35313,565-1,212-9%$3.3M$3.1M-$225.9K2026-10-23
Evermay Wealth Management LLC
DECREASED12,34313,605-1,262-9%$3.3M$3.1M-$238.1K2026-11-05
Indivisible Partners
INCREASED12,31510,855+1,460+13%$2.6M$3.1M+$421.8K2026-10-26
Allstreet Capital Advisors LLC
DECREASED12,30612,654-348-3%$3.1M$3.1M-$16.7K2026-11-04
Central Valley Advisors, LLC
DECREASED12,28513,125-840-6%$3.2M$3.0M-$136.0K2026-10-27
SilverOak Wealth Management LLC
INCREASED12,23311,295+938+8%$2.7M$3.0M+$294.7K2026-10-29
Cyndeo Wealth Partners, LLC
DECREASED12,19612,231-350%$3.0M$3.0M+$58.8K2026-10-16
IFP Advisors, Inc
INCREASED12,09511,913+182+2%$2.9M$3.0M+$110.6K2026-10-16
AlphaCentric Advisors LLC
INCREASED12,0205,771+6,249+108%$1.4M$3.0M+$1.6M2026-11-03
Atlas Brown,Inc.
DECREASED11,85911,860-10%$2.9M$2.9M+$64.9K2026-10-09
Wedbush Securities Inc
INCREASED11,81311,477+336+3%$2.8M$2.9K-$2.8M2026-10-22
Allegheny Financial Group
DECREASED11,72712,137-410-3%$2.9M$2.9M-$34.9K2026-11-05
Nolet Wealth Management, LLC
UNCHANGED11,72511,72500%$2.8M$2.9M+$64.5K2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED11,66511,613+52+0%$2.8M$2.9M+$76.7K2026-10-29
Encompass Wealth Advisors, LLC
INCREASED11,5825,821+5,761+99%$1.4M$2.9M+$1.5M2026-10-15
Montis Financial, LLC
DECREASED11,44612,072-626-5%$2.9M$2.8M-$88.7K2026-11-04
Florida Trust Wealth Management Co
DECREASED11,39011,413-230%$2.8M$2.8M+$57.1K2026-11-05
Invested Advisors
DECREASED11,18712,618-1,431-11%$3.1M$2.8M-$285.4K2026-10-23
Allspring Global Investments Holdings, LLC
DECREASED11,16213,773-2,611-19%$3.4M$2.8M-$588.1K2026-11-04
Rinkey Investments
DECREASED11,14211,658-516-4%$2.8M$2.8M-$63.6K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED11,1289,915+1,213+12%$2.4M$2.8M+$355.3K2026-11-04
Dynamic Advisor Solutions LLC
DECREASED11,11011,392-282-2%$2.8M$2.8M-$7.2K2026-10-13
SAX Wealth Advisors, LLC
INCREASED11,00810,695+313+3%$2.3M$2.7M+$443.9K2026-10-13
CJM Wealth Advisers, Ltd.
UNCHANGED10,96210,96200%$2.7M$2.7M+$60.3K2026-10-27
Johnson Financial Group, LLC
DECREASED10,95412,488-1,534-12%$3.0M$2.7M-$311.5K2026-11-03
Cambiar Investors LLC
DECREASED10,85357,833-46,980-81%$14.0M$2.7M-$11.3M2026-11-04
Baron Financial Group, LLC
DECREASED10,80611,016-210-2%$2.7M$2.7M+$8.5K2026-10-09
Fortress Financial Group, LLC
DECREASED10,77811,278-500-4%$2.7M$2.7M-$61.9K2026-10-21
Forum Financial Management, LP
UNCHANGED10,75810,75800%$2.6M$2.7M+$59.2K2026-10-16
Wealth Dimensions Group, Ltd.
DECREASED10,66010,744-84-1%$2.6M$2.6M+$38.2K2026-11-02
Verdence Capital Advisors LLC
INCREASED10,64810,625+23+0%$2.6M$2.6M+$64.0K2026-10-26
Nova Financial LLC
NEW10,381—+10,381——$2.6M—2026-11-04
Manchester Capital Management LLC
UNCHANGED10,28410,28400%$2.5M$2.5M+$56.6K2026-10-22
Private Trust Co NA
DECREASED10,25410,269-150%$2.5M$2.5M+$52.8K2026-10-20
Mattern Capital Management, LLC
UNCHANGED10,24610,24600%$2.5M$2.5M+$56.4K2026-11-02
jvl associates llc
UNCHANGED10,21110,21100%$2.5M$2.5M+$56.2K2026-10-09
Northeast Investment Management
UNCHANGED10,08810,08800%$2.4M$2.5M+$55.5K2026-10-30
Summit Financial Strategies, Inc.
UNCHANGED10,05910,05900%$2.4M$2.5M+$55.3K2026-10-14
Titleist Asset Management, LLC
INCREASED10,0589,365+693+7%$2.3M$2.5M+$223.4K2026-10-08
Security Financial Services, Inc.
INCREASED10,0307,566+2,464+33%$1.8M$2.5M+$652.6K2026-10-29
Investmark Advisory Group LLC
INCREASED10,0025,236+4,766+91%$1.3M$2.5M+$1.2M2026-10-27
Advisory Resource Group
DECREASED9,99710,034-370%$2.4M$2.5M+$46.2K2026-10-26
WestHill Financial Advisors, Inc.
DECREASED9,9189,980-62-1%$2.4M$2.5M+$39.5K2026-10-14
Providence First Trust Co
INCREASED9,9116,439+3,472+54%$1.6M$2.5M+$896.2K2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED9,9119,947-360%$2.4M$2.5M+$45.9K2026-10-26
Bond & Devick Financial Network, Inc.
DECREASED9,87610,019-143-1%$2.4M$2.4M+$19.7K2026-10-23
Beacon Advisors Holdings, LLC
DECREASED9,86410,009-145-1%$2.4M$2.4M+$19.1K2026-10-27
CGN Advisors LLC
DECREASED9,86010,858-998-9%$2.6M$2.4M-$187.7K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED9,8509,665+185+2%$2.3M$2.4M+$99.1K2026-10-23
LEE Danner & Bass Inc
UNCHANGED9,7999,79900%$2.4M$2.4M+$53.9K2026-10-27
Element Pointe Advisors, LLC
UNCHANGED9,7649,76400%$2.4M$2.4M+$53.7K2026-10-21
Avantax Planning Partners, Inc.
DECREASED9,7249,844-120-1%$2.4M$2.4M+$24.4K2026-11-03
Secure Asset Management, LLC
DECREASED9,69910,971-1,272-12%$2.7M$2.4M-$254.9K2026-10-19
RF&L Wealth Management, LLC
INCREASED9,5759,455+120+1%$2.3M$2.4M+$81.8K2026-10-20
Foster Dykema Cabot & Partners, LLC
DECREASED9,4839,581-98-1%$2.3M$2.4M+$28.4K2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW9,425—+9,425——$2.3M—2026-10-16
Walled Lake Planning & Wealth Management, LLC
DECREASED9,3789,489-111-1%$2.3M$2.3M+$24.7K2026-10-29
Calamos Wealth Management LLC
INCREASED9,3389,125+213+2%$2.2M$2.3M+$103.0K2026-11-02
GenWealth Group, Inc.
DECREASED9,3349,373-390%$2.3M$2.3M+$41.9K2026-10-16
Trust Point Inc.
DECREASED9,3049,750-446-5%$2.4M$2.3M-$57.0K2026-10-27
GFS Advisors, LLC
DECREASED9,2839,348-65-1%$16.2M$2.3M-$13.9M2026-11-03
Verus Financial Partners, Inc.
INCREASED9,2049,203+1+0%$2.2M$2.3M+$50.9K2026-10-29
Gryphon Financial Partners LLC
INCREASED9,1608,910+250+3%$2.2M$2.3M+$110.8K2026-11-04
Mainstream Capital Management LLC
DECREASED9,11914,598-5,479-38%$3.5M$2.3M-$1.3M2026-10-23
Centerpoint Advisory Group
INCREASED9,0888,698+390+4%$2.1M$2.3M+$144.5K2026-10-23
ZWJ Investment Counsel Inc
NEW9,074—+9,074——$2.2M—2026-10-15
Angeles Wealth Management, LLC
INCREASED9,0248,898+126+1%$2.2M$2.2M+$80.2K2026-10-26
BigSur Wealth Management LLC
DECREASED8,9809,180-200-2%$2.2M$2.2M+$9042026-10-13
Next Level Private LLC
INCREASED8,9798,972+7+0%$2.2M$2.2M+$50.9K2026-10-20
Insight Inv LLC
UNCHANGED8,9718,97100%$2.2M$2.2M+$49.3K2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED8,9578,95700%$2.2M$2.2M+$49.3K2026-10-15
McGlone Suttner Wealth Management, Inc.
DECREASED8,9258,935-100%$2.2M$2.2M+$46.7K2026-10-13
Columbia Bank
INCREASED8,8608,751+109+1%$2.1M$2.2M+$75.2K2026-10-29
Fiduciary Family Office, LLC
DECREASED8,8248,920-96-1%$2.2M$2.2M+$25.1K2026-11-04
InvesTrust
DECREASED8,8209,584-764-8%$2.3M$2.2M-$136.7K2026-10-14
HUB Investment Partners, LLC
INCREASED8,7168,116+600+7%$2.0M$2.2M+$193.2K2026-11-03
Mycio Wealth Partners, LLC
UNCHANGED8,7158,71500%$2.1M$2.2M+$47.9K2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED8,7048,70400%$2.1M$2.2M+$47.9K2026-10-22
Benedict Financial Advisors Inc
DECREASED8,7019,259-558-6%$2.2M$2.2M-$87.5K2026-10-07
Steph & Co
DECREASED8,6549,405-751-8%$2.3M$2.1M-$134.5K2026-10-07
Luts & Greenleigh Group, Inc.
DECREASED8,6548,762-108-1%$2.1M$2.1M+$21.3K2026-11-05
True North Advisors, LLC
UNCHANGED8,5868,58600%$2.1M$2.1M+$47.2K2026-10-22
AlphaCore Capital LLC
INCREASED8,5526,082+2,470+41%$1.5M$2.1M+$645.7K2026-11-04
Clearwave Capital, LLC
DECREASED8,4848,881-397-4%$2.2M$2.1M-$49.6K2026-10-27
David Kennon Inc
INCREASED8,4778,424+53+1%$2.0M$2.1M+$59.5K2026-10-13
RKL Wealth Management LLC
UNCHANGED8,4718,47100%$2.1M$2.1M+$46.6K2026-10-16
Tactive Advisors, LLC
DECREASED8,3929,025-633-7%$2.2M$2.1M-$107.5K2026-10-08
Sage Mountain Advisors LLC
INCREASED8,2798,249+30+0%$2.0M$2.1M+$52.8K2026-11-02
Horizon Wealth Management, LLC
DECREASED8,27410,613-2,339-22%$2.6M$2.1M-$521.3K2026-11-02
Capital Asset Advisory Services LLC
DECREASED8,2468,416-170-2%$2.0M$2.1M+$95.8K2026-10-30
Nations Financial Group Inc,
INCREASED8,2308,214+16+0%$2.0M$2.0M+$49.2K2026-11-05
Pinnacle Associates LTD
INCREASED8,2217,168+1,053+15%$1.7M$2.0M+$300.7K2026-10-20
Myecfo, LLC
UNCHANGED8,2158,21500%$2.0M$2.0M+$45.2K2026-10-14
Gateway Investment Advisers LLC
NEW8,183—+8,183——$2.0M—2026-10-13
Kanawha Capital Management LLC
DECREASED8,1698,691-522-6%$2.1M$2.0M-$81.6K2026-10-19
Barrett & Company, Inc.
DECREASED8,1188,952-834-9%$2.2M$2.0M-$157.5K2026-10-22
Advisor OS, LLC
INCREASED8,0177,149+868+12%$1.7M$2.0M+$254.5K2026-11-03
Revolve Wealth Partners, LLC
UNCHANGED7,9537,95300%$1.9M$2.0M+$43.7K2026-10-23
Diversify Advisory Services, LLC
INCREASED7,9387,454+484+6%$1.9M$2.0M+$171.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED7,9387,454+484+6%$1.9M$2.0M+$171.5K2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED7,8643,491+4,373+125%$847.5K$1.9M+$1.1M2026-10-13
Great Waters Wealth Management
DECREASED7,8487,858-100%$1.9M$1.9M+$40.6K2026-10-07
PKS Advisory Services, LLC
UNCHANGED7,8327,83200%$1.9M$1.9M$02026-10-26
Nabity-Jensen Investment Management Inc
UNCHANGED7,8187,81800%$1.9M$1.9M+$43.0K2026-10-23
Balboa Wealth Partners
INCREASED7,7757,746+29+0%$1.9M$1.9M+$49.8K2026-10-20
Zenith Solutions, Inc.
DECREASED7,7387,772-340%$1.9M$1.9M+$34.4K2026-10-19
Oak Barrel Wealth Advisory LLC
UNCHANGED7,7387,73800%$1.9M$1.9M+$42.6K2026-11-05
Greenleaf Trust
INCREASED7,7337,127+606+9%$1.7M$1.9M+$189.4K2026-10-29
Key FInancial Inc
INCREASED7,7337,512+221+3%$1.8M$1.9M+$96.0K2026-11-02
Arvest Investments, Inc.
INCREASED7,7242,029+5,695+281%$492.0K$1.9M+$1.4M2026-10-21
Phillips Financial Management, LLC
UNCHANGED7,7197,71900%$1.9M$1.9M+$42.5K2026-10-19
Global View Capital Management LLC
INCREASED7,7153,308+4,407+133%$802.0K$1.9M+$1.1M2026-10-28
Affiance Financial, LLC
DECREASED7,6378,391-754-9%$2.0M$1.9M-$140.8K2026-10-15
Bannerman Wealth Management Group, LLC
DECREASED7,6347,804-170-2%$1.9M$1.9M+$7732026-10-09
Ascentis Independent Advisors
NEW7,493—+7,493——$1.9M—2026-11-03
Beacon Financial Group
DECREASED7,4427,476-340%$1.8M$1.8M+$32.7K2026-10-19
Kestra Investment Management, LLC
DECREASED7,4168,029-613-8%$1.9M$1.8M-$107.9K2026-11-04
Financial Discovery Group Inc
INCREASED7,3507,154+196+3%$1.7M$1.8M+$88.0K2026-11-03
Breachway Investments LLC
DECREASED7,3207,336-160%$1.8M$1.8M+$36.4K2026-10-19
MMA Asset Management LLC
DECREASED7,2647,528-264-4%$1.8M$1.8M-$24.0K2026-11-02
Cambridge Capital Management, LLC
INCREASED7,2607,236+24+0%$1.8M$1.8M+$45.7K2026-10-19
Legacy Advisors, LLC
UNCHANGED7,2577,25700%$1.8M$1.8M+$39.9K2026-10-19
Enclave Advisors LLC
UNCHANGED7,0967,09600%$1.7M$1.8M+$39.0K2026-10-14
Opus Capital Group, LLC
UNCHANGED7,0927,09200%$1.7M$1.8K-$1.7M2026-10-30
Prosperity Planning, Inc.
DECREASED7,0197,233-214-3%$1.8M$1.7M-$13.3K2026-10-09
Almanack Investment Partners, Llc.
UNCHANGED6,9836,98300%$1.7M$1.7M+$38.4K2026-11-03
Global Wealth Management, LLC
UNCHANGED6,9646,96400%$1.7M$1.7M+$38.3K2026-10-15
Global Strategic Investment Solutions, LLC
INCREASED6,8646,840+24+0%$1.7M$1.7M+$43.6K2026-10-16
Greenspring Advisors, LLC
DECREASED6,8506,929-79-1%$1.7M$1.7M+$18.4K2026-11-05
Texas Bank & Trust Co
INCREASED6,8386,768+70+1%$1.6M$1.7M+$54.6K2026-11-04
Community Trust & Investment Co
NEW6,820—+6,820——$1.7M—2026-10-15
Keystone Wealth Services, LLC
DECREASED6,8196,836-170%$1.7M$1.7M+$40.7K2026-11-03
Southern Michigan Bank & Trust
DECREASED6,8086,901-93-1%$1.7M$1.7M+$14.9K2026-10-19
First Hawaiian Bank
UNCHANGED6,7716,77100%$1.6M$1.7M+$37.2K2026-10-14
Garde Capital, Inc.
UNCHANGED6,7716,77100%$1.6M$1.7M+$37.2K2026-10-29
Bensler, LLC
INCREASED6,7136,712+1+0%$1.6M$1.7M+$37.2K2026-11-05
Tannin Capital LLC
INCREASED6,6546,629+25+0%$1.6M$1.6M+$42.7K2026-11-05
McCarley & Cook Financial Planners
DECREASED6,6406,711-71-1%$1.6M$1.6M+$19.3K2026-10-21
Larson Financial Group LLC
INCREASED6,6286,357+271+4%$1.5M$1.6M+$102.3K2026-11-05
Krilogy Financial LLC
INCREASED6,5846,365+219+3%$1.5M$1.7M+$133.3K2026-10-13
TCI Wealth Advisors, Inc.
INCREASED6,5846,537+47+1%$1.6M$1.6M+$47.4K2026-10-30
Frederick Financial Consultants, LLC
INCREASED6,5696,460+109+2%$1.6M$1.6M+$62.4K2026-10-29
Cooke Wealth Management, LLC
DECREASED6,5646,628-64-1%$1.6M$1.6M+$20.6K2026-10-13
Asset Dedication, LLC
DECREASED6,5106,689-179-3%$1.6M$1.6M-$7.6K2026-11-03
Independent Financial Group, LLC
INCREASED6,4995,968+531+9%$1.4M$1.6M+$164.5K2026-10-13
Canvas Wealth Advisors, LLC
UNCHANGED6,4806,48000%$1.6M$1.7M+$118.8K2026-11-02
Verum Partners LLC
INCREASED6,4506,355+95+1%$1.5M$1.6M+$58.6K2026-10-21
Moneco Advisors, LLC
INCREASED6,4426,204+238+4%$1.5M$1.6M+$93.3K2026-11-05
Market Street Wealth Management Advisors LLC
DECREASED6,4376,616-179-3%$1.6M$1.6M-$8.0K2026-10-09
Bailard, Inc.
UNCHANGED6,4256,42500%$1.6M$1.6M+$35.3K2026-10-13
City Holding Co
INCREASED6,3905,120+1,270+25%$1.2M$1.6M+$343.0K2026-10-19
Legacy Capital Wealth Partners, LLC
UNCHANGED6,3706,37000%$1.5M$1.6M+$35.0K2026-10-21
Cooper Financial Group
DECREASED6,3576,407-50-1%$1.6M$1.6M+$22.7K2026-10-07
Accurate Wealth Management, LLC
INCREASED6,3324,719+1,613+34%$1.2M$1.6M+$446.8K2026-10-20
Gainline Financial Partners, LLC
DECREASED6,2986,585-287-4%$1.6M$1.6M-$35.1K2026-10-15
Sigma Investment Counselors Inc
UNCHANGED6,2596,25900%$1.5M$1.6M+$34.4K2026-10-27
Stableford Capital II LLC
DECREASED6,2406,432-192-3%$1.6M$1.5M-$12.4K2026-10-09
Thrive Wealth Management, LLC
DECREASED6,2396,322-83-1%$1.5M$1.5M+$14.2K2026-10-13
Tranquility Partners, LLC
DECREASED6,2266,288-62-1%$1.5M$1.5M+$19.2K2026-10-20
High Probability Advisors, LLC
UNCHANGED6,2216,22100%$1.5M$1.5M+$34.2K2026-10-19
Matrix Asset Advisors Inc
DECREASED6,1916,265-74-1%$1.5M$1.5M+$16.2K2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED6,1826,527-345-5%$1.6M$1.5M-$49.6K2026-10-13
Crusonia Wealth Advisors LLC
INCREASED6,1106,107+3+0%$1.5M$1.5M+$34.3K2026-10-26
Seneca Financial Advisors LLC
INCREASED6,0956,077+18+0%$1.5M$1.5M+$37.9K2026-10-28
Independent Solutions Wealth Management, LLC
INCREASED6,0865,785+301+5%$1.4M$1.5M+$106.4K2026-10-28
Turtle Creek Wealth Advisors, LLC
UNCHANGED6,0856,08500%$1.5M$1.5M+$33.5K2026-10-15
Meridian Wealth Management, LLC
INCREASED6,0826,031+51+1%$1.5M$1.5M+$45.4K2026-11-05
Connecticut Wealth Management, LLC
INCREASED6,0506,045+5+0%$1.5M$1.5M+$34.6K2026-10-13
Whitegate Investment Counselors, Inc.
INCREASED6,0316,030+1+0%$1.5M$1.5M+$33.3K2026-11-02
Clear Harbor Asset Management, LLC
INCREASED6,0044,903+1,101+22%$1.2M$1.5M+$299.9K2026-11-05
Warwick Investment Management, Inc.
DECREASED6,0036,039-36-1%$1.5M$1.5M+$24.2K2026-10-19
Trust Co of the South
UNCHANGED6,0006,00000%$1.5M$1.5M+$33.0K2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED5,9874,235+1,752+41%$1.0M$1.5M+$457.6K2026-10-16
Amplius Wealth Advisors, LLC
UNCHANGED5,9875,98700%$1.5M$1.5M+$32.9K2026-10-20
Strategic Blueprint, LLC
DECREASED5,9096,054-145-2%$1.5M$1.5M-$2.5K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED5,8456,205-360-6%$1.5M$1.4M-$55.1K2026-10-13
Certified Advisory Corp
DECREASED5,7635,988-225-4%$1.5M$1.4M-$22.7K2026-10-29
McAdam, LLC
INCREASED5,7545,512+242+4%$1.3M$1.4M+$90.3K2026-10-21
Mascoma Wealth Management LLC
DECREASED5,6995,880-181-3%$1.4M$1.4M-$12.5K2026-10-23
Middleton & Co Inc
UNCHANGED5,6965,69600%$1.4M$1.4M+$31.3K2026-10-23
Capital Advantage, Inc.
DECREASED5,6955,850-155-3%$1.4M$1.4M-$6.3K2026-10-14
Sendero Wealth Management, LLC
UNCHANGED5,6935,69300%$1.4M$1.4M+$31.3K2026-10-14
Fragasso Financial Advisors Inc
INCREASED5,6495,633+16+0%$1.4M$1.4M+$66.8K2026-10-13
JSF Financial, LLC
INCREASED5,6405,608+32+1%$1.4M$1.4M+$38.7K2026-10-22
Apollon Financial, LLC
DECREASED5,6155,669-54-1%$1.4M$1.4M+$17.7K2026-10-23
CRA Financial Services, LLC
INCREASED5,5715,514+57+1%$1.3M$1.4M+$44.5K2026-10-16
United Advisor Group, LLC
DECREASED5,5558,294-2,739-33%$2.0M$1.4M-$633.4K2026-11-03
Elyxium Wealth, LLC
UNCHANGED5,5415,54100%$1.3M$1.4M+$30.5K2026-10-27
Strategic Family Wealth Counselors, L.L.C.
INCREASED5,5065,085+421+8%$1.2M$1.4M+$132.4K2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED5,4675,895-428-7%$1.4M$1.4M-$73.7K2026-10-23
Evergreen Capital Management LLC
UNCHANGED5,4275,42700%$1.3M$1.3M+$29.9K2026-10-23
Blueline Advisors LLC
UNCHANGED5,4025,40200%$1.3M$1.3M+$29.7K2026-10-15
Fairvoy Private Wealth, LLC
INCREASED5,3975,396+1+0%$1.3M$1.3M+$29.9K2026-10-19
BlueChip Wealth Advisors LLC
UNCHANGED5,3505,35000%$1.3M$1.3M+$29.4K2026-11-03
Adirondack Trust Co
DECREASED5,3465,362-160%$1.3M$1.3M+$25.5K2026-10-14
Alamar Capital Management, LLC
DECREASED5,3415,579-238-4%$1.4M$1.3M-$28.3K2026-11-02
Facet Wealth, Inc.
INCREASED5,3202,642+2,678+101%$640.5K$1.3M+$678.5K2026-11-04
Fortitude Family Office, LLC
UNCHANGED5,3005,30000%$1.3M$1.3M+$29.2K2026-10-14
Parisi Gray Wealth Management
DECREASED5,2945,333-39-1%$1.3M$1.3M+$19.7K2026-10-16
Yankcom Partnership
INCREASED5,2905,258+32+1%$1.3M$1.3M+$36.8K2026-10-15
Cornerstone Wealth Management, LLC
DECREASED5,2545,336-82-2%$1.3M$1.3M+$9.0K2026-11-04
Orgel Wealth Management, LLC
DECREASED5,2406,183-943-15%$1.5M$1.3M-$199.8K2026-10-14
Burke & Herbert Bank & Trust Co
INCREASED5,2374,727+510+11%$1.1M$1.3M+$152.4K2026-11-02
JP Wealth Management, Inc.
UNCHANGED5,2165,21600%$1.3M$1.3M+$28.7K2026-10-07
Sharkey, Howes & Javer
INCREASED5,2035,196+7+0%$1.3M$1.3M+$30.3K2026-10-22
Anderson Hoagland & Co
UNCHANGED5,1835,18300%$1.3M$1.3M+$86.1K2026-10-23
International Assets Investment Management, LLC
INCREASED5,1785,159+19+0%$1.3M$1.3M+$27.2K2026-11-02
First National Trust Co
INCREASED5,1644,320+844+20%$1.0M$1.3M+$233.0K2026-10-28
Higgins & Schmidt Wealth Strategies LLC
DECREASED5,1515,216-65-1%$1.3M$1.3M+$12.6K2026-10-26
Phillip James Consulting Co.
NEW5,146—+5,146——$1.3M—2026-11-03
Cambridge Financial Group, LLC
UNCHANGED5,1455,14500%$1.2M$1.2M$02026-10-06
Daymark Wealth Partners, LLC
INCREASED5,1235,022+101+2%$1.2M$1.3M+$52.8K2026-11-04
Tassel Capital Management, Inc.
INCREASED5,1225,072+50+1%$1.2M$1.3M+$40.3K2026-10-20
Bison Wealth, LLC
INCREASED5,0534,822+231+5%$1.2M$1.3M+$94.6K2026-10-13
Sidoxia Capital Management, LLC
INCREASED4,9924,964+28+1%$1.2M$1.2M+$34.2K2026-10-28
Uptick Partners, LLC
INCREASED4,9684,769+199+4%$1.2M$1.2M+$75.7K2026-11-04
Gibson Capital, LLC
INCREASED4,9452,146+2,799+130%$520.3K$1.2M+$705.8K2026-10-23
Wesbanco Bank Inc
DECREASED4,9385,051-113-2%$1.2M$1.2M-$2372026-11-04
Kornitzer Capital Management Inc
UNCHANGED4,9254,92500%$1.2M$1.2M+$27.1K2026-11-03
Wedmont Private Capital
DECREASED4,9065,505-599-11%$1.4M$1.2M-$122.7K2026-10-09
Elmwood Wealth Management, Inc.
UNCHANGED4,8924,89200%$1.2M$1.2M+$26.9K2026-10-14
Willow Creek Wealth Management Inc.
DECREASED4,8864,899-130%$1.2M$1.2M+$23.7K2026-10-26
Annex Advisory Services, LLC
INCREASED4,8484,302+546+13%$1.0M$1.2M+$159.0K2026-10-16
Robinson Value Management, Ltd.
INCREASED4,8184,779+39+1%$1.2M$1.2M+$36.0K2026-10-20
Symmetry Partners, LLC
DECREASED4,7964,802-60%$1.2M$1.2M+$24.9K2026-10-27
J. Safra Sarasin Holding AG
UNCHANGED4,7644,76400%$1.2M$1.2M+$29.7K2026-10-26
M Holdings Securities, Inc.
NEW4,763—+4,763——$1.2K—2026-11-03
Elevate Wealth Advisory, Inc
DECREASED4,6274,632-50%$1.1M$1.1M+$24.2K2026-10-29
Patten Group, Inc.
INCREASED4,6194,209+410+10%$1.0M$1.1M+$124.8K2026-10-26
Root Financial Partners, LLC
INCREASED4,6074,548+59+1%$1.1M$1.1M+$39.6K2026-10-21
Jacobi Capital Management LLC
DECREASED4,5895,430-841-15%$1.3M$1.1M-$178.5K2026-11-05
Smead Capital Management, Inc.
DECREASED4,5864,956-370-7%$1.2M$1.1M-$64.4K2026-10-16
Rodgers & Associates, LTD
DECREASED4,5644,963-399-8%$1.2M$1.1M-$71.7K2026-10-20
Chesley Taft & Associates LLC
DECREASED4,5435,006-463-9%$1.2M$1.1M-$87.3K2026-10-13
Woodside Wealth Management LLC
UNCHANGED4,5354,53500%$1.1M$1.1M+$24.9K2026-10-16
First Bank & Trust
UNCHANGED4,5214,52100%$1.1M$1.1M+$24.9K2026-10-19
MBL Wealth, LLC
DECREASED4,4944,594-100-2%$1.1M$1.1M+$4742026-10-22
Walkner Condon Financial Advisors LLC
UNCHANGED4,4774,47700%$1.1M$1.1M+$24.6K2026-11-02
Guidance Point Advisors, LLC
INCREASED4,4744,459+15+0%$1.1M$1.1M+$28.1K2026-10-15
Latitude Advisors, LLC
INCREASED4,4721,426+3,046+214%$345.7K$1.1M+$763.0K2026-10-27
Welch & Forbes LLC
UNCHANGED4,4704,47000%$1.1M$1.1M+$24.6K2026-11-04
Embree Financial Group
INCREASED4,4564,273+183+4%$1.0M$1.1M+$69.1K2026-10-22
Mezzasalma Advisors, LLC
UNCHANGED4,4334,43300%$1.1M$1.1M+$24.4K2026-10-14
Wetzel Investment Advisors, Inc.
DECREASED4,3134,371-58-1%$1.1M$1.1M+$9.7K2026-10-13
Evergreen Advisors, LLC
INCREASED4,2254,128+97+2%$1.0M$1.0M+$46.7K2026-10-28
Hoge Financial Services, LLC
DECREASED4,2224,381-159-4%$1.1M$1.0M-$15.4K2026-11-05
Resonant Capital Advisors, LLC
UNCHANGED4,1834,18300%$1.0M$1.0M+$23.0K2026-10-15
Sterling Capital Management LLC
INCREASED4,1782,780+1,398+50%$674.0K$1.0M+$361.9K2026-10-22
Veracity Capital LLC
DECREASED4,1754,286-111-3%$1.0M$1.0M-$4.0K2026-10-08
Sovran Advisors, LLC
UNCHANGED4,1654,16500%$1.0M$1.1M+$36.3K2026-11-02
Curran Financial Partners, LLC
DECREASED4,1484,413-265-6%$1.1M$1.0M-$41.5K2026-11-04
Crestwood Advisors Group, LLC
UNCHANGED4,1344,13400%$1.0M$1.0M+$22.7K2026-10-27
1834 Investment Advisors Co
DECREASED4,1224,138-160%$1.0M$1.0M+$18.7K2026-10-16
Parsons Capital Management Inc
INCREASED4,1002,659+1,441+54%$644.6K$1.0M+$371.9K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED4,0943,667+427+12%$889.0K$1.0M+$126.0K2026-10-13
Plante Moran Financial Advisors, LLC
DECREASED4,0774,135-58-1%$1.0M$1.0M+$8.4K2026-11-04
Harbor Asset Planning, Inc.
INCREASED4,0423,927+115+3%$951.6K$1.0M+$50.2K2026-10-23
Occidental Asset Management, LLC
UNCHANGED4,0424,04200%$979.9K$1.0M+$22.2K2026-11-05
DiNuzzo Private Wealth, Inc.
INCREASED4,0253,958+67+2%$959.6K$998.0K+$38.4K2026-10-16
Farmers & Merchants Investments Inc
UNCHANGED3,9783,97800%$964.4K$986.3K+$21.9K2026-10-22
Stablepoint Partners, LLC
INCREASED3,9733,233+740+23%$783.7K$985.0K+$201.3K2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED3,9673,415+552+16%$827.9K$983.7K+$155.8K2026-10-29
Bell Bank
DECREASED3,9423,985-43-1%$966.1K$977.3K+$11.3K2026-10-21
Independence Bank of Kentucky
DECREASED3,9414,021-80-2%$974.8K$977.1K+$2.3K2026-10-26
Maseco LLP
INCREASED3,9341,361+2,573+189%$330.0K$975.3K+$645.3K2026-10-27
Flagship Harbor Advisors, LLC
DECREASED3,9274,166-239-6%$1.0M$973.5K-$36.5K2026-10-26
Brown Financial Advisory
DECREASED3,9143,949-35-1%$957.2K$970.3K+$13.0K2026-11-05
Partners Wealth Management, LLC
NEW3,912—+3,912——$969.9K—2026-10-28
William Howard & Co Financial Advisors Inc
INCREASED3,8923,878+14+0%$940.0K$964.9K+$24.9K2026-11-04
Nvwm, LLC
NEW3,854—+3,854——$955.5K—2026-10-14
Invenio Wealth Partners LLC
UNCHANGED3,8303,83000%$928.5K$949.6K+$21.1K2026-10-20
BKM Wealth Management, LLC
INCREASED3,822817+3,005+368%$198.1K$947.6K+$749.5K2026-10-22
LongView Wealth Management
DECREASED3,8073,894-87-2%$944.1K$943.8K-$2872026-10-19
AdvisorNet Financial, Inc
INCREASED3,8073,805+2+0%$922.4K$967.8K+$45.4K2026-10-15
American National Bank & Trust
DECREASED3,8064,381-575-13%$1.1M$943.6K-$118.5K2026-10-07
Sunpointe, LLC
UNCHANGED3,8053,80500%$922.4K$943.4K+$20.9K2026-10-22
Emprise Bank
UNCHANGED3,8013,80100%$921.5K$942.4K+$20.9K2026-10-07
First United Bank & Trust
DECREASED3,7843,852-68-2%$933.8K$938.2K+$4.3K2026-10-22
Rockland Trust Co
INCREASED3,7743,048+726+24%$738.9K$935.7K+$196.8K2026-10-05
Integrity Advisory Solutions, LLC
INCREASED3,7713,475+296+9%$842.4K$934.9K+$92.5K2026-10-29
Live Oak Private Wealth LLC
DECREASED3,7693,771-20%$914.2K$934.4K+$20.2K2026-11-02
Collective Family Office LLC
UNCHANGED3,7513,75100%$909.4K$930.0K+$20.6K2026-10-05
Matthew Goff Investment Advisor, LLC
DECREASED3,7423,952-210-5%$958.1K$927.8K-$30.3K2026-10-13
Able Financial Group, LLC
DECREASED3,7283,842-114-3%$931.4K$924.3K-$7.1K2026-10-14
Roxbury Financial LLC
DECREASED3,7263,748-22-1%$908.7K$923.7K+$15.0K2026-10-01
Beacon Investment Advisory Services, Inc.
INCREASED3,7191,995+1,724+86%$483.6K$922.1K+$438.4K2026-10-13
Paragon Capital Management Ltd
DECREASED3,7053,901-196-5%$945.8K$918.6K-$27.2K2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED3,7033,70300%$897.7K$918.1K+$20.4K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,6983,828-130-3%$927.9K$916.9K-$11.0K2026-10-14
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED3,6983,822-124-3%$926.5K$916.9K-$9.7K2026-10-15
Central Trust Co
INCREASED3,6843,524+160+5%$854.3K$913.4K+$59.1K2026-11-05
GLR Partners, LLC
UNCHANGED3,6723,67200%$890.2K$910.4K+$20.2K2026-11-04
Michels Family Financial, LLC
DECREASED3,6643,760-96-3%$911.4K$908.4K-$3.0K2026-11-02
Johnson Bixby & Associates, LLC
DECREASED3,6503,662-120%$887.7K$904.9K+$17.2K2026-10-14
Norris Perne & French LLP
INCREASED3,6353,029+606+20%$734.3K$901.2K+$166.9K2026-10-23
Woodmont Investment Counsel LLC
UNCHANGED3,6313,63100%$880.3K$900.2K+$20.0K2026-10-29
3 Factor Indexing, LLC
UNCHANGED3,6153,61500%$876.4K$896.3K+$19.9K2026-10-15
TMB Capital Partners, LLC
INCREASED3,6123,552+60+2%$861.1K$895.5K+$34.4K2026-10-20
Archford Capital Strategies, LLC
UNCHANGED3,6043,60400%$873.7K$893.5K+$19.8K2026-10-19
Heartwood Wealth Advisors LLC
DECREASED3,5773,587-100%$869.6K$886.8K+$17.3K2026-10-05
Moss Adams Wealth Advisors LLC
UNCHANGED3,5673,56700%$864.7K$884.4K+$19.6K2026-10-28
Lakewood Asset Management LLC
DECREASED3,5443,947-403-10%$956.8K$878.7K-$78.1K2026-10-26
Financial Guidance Group, Inc.
UNCHANGED3,5423,54200%$858.7K$878.2K+$19.5K2026-10-21
Signal Advisors Wealth, LLC
DECREASED3,5303,549-19-1%$860.4K$875.3K+$14.9K2026-10-13
Tsfg, LLC
DECREASED3,5214,809-1,288-27%$1.2M$873-$1.2M2026-10-23
First County Bank
UNCHANGED3,5213,52100%$853.6K$873.0K+$19.4K2026-10-13
Waterfront Wealth Inc.
UNCHANGED3,5073,50700%$865.7K$902.4K+$36.7K2026-11-03
Retirement Planning Group, LLC
INCREASED3,4573,128+329+11%$758.2K$857.1K+$98.9K2026-10-19
Cornell Pochily Investment Advisors, Inc.
DECREASED3,4543,464-100%$839.8K$856.4K+$16.6K2026-10-19
Greatmark Investment Partners, Inc.
UNCHANGED3,4133,41300%$827.4K$846.2K+$18.8K2026-10-28
Verus Capital Partners, LLC
DECREASED3,38810,118-6,730-67%$2.5M$840.0K-$1.6M2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED3,3433,287+56+2%$796.9K$828.9K+$32.0K2026-10-20
Sigma Planning Corp
DECREASED3,3365,258-1,922-37%$1.3M$827.2K-$447.4K2026-10-23
Peck Wealth Management, LLC
UNCHANGED3,3363,33600%$808.7K$827.1K+$18.3K2026-10-29
Regent Peak Wealth Advisors LLC
UNCHANGED3,3273,32700%$806.6K$824.9K+$18.3K2026-10-13
Boyer Financial Services, Inc.
UNCHANGED3,3153,31500%$818.2K$821.9K+$3.7K2026-10-23
Beaumont Financial Advisors, LLC
DECREASED3,2833,473-190-5%$842.0K$814.0K-$28.0K2026-10-22
Obsidian CIO, LLC
INCREASED3,2553,244+11+0%$786.5K$807.1K+$20.6K2026-11-05
Stanich Group LLC
DECREASED3,2543,355-101-3%$813.1K$806.6K-$6.6K2026-10-16
Trust Co of Vermont
UNCHANGED3,2363,23600%$784.5K$802.3K+$17.8K2026-10-21
FinArc Investments, Inc.
INCREASED3,2243,091+133+4%$749.4K$799.3K+$50.0K2026-10-14
Essex Bank
INCREASED3,1952,827+368+13%$685.3K$792.1K+$106.8K2026-10-16
Wealth Science Advisors LLC
UNCHANGED3,1913,19100%$773.6K$791.1K+$17.6K2026-10-09
Leo Wealth, LLC
NEW3,188—+3,188——$790.3K—2026-10-26
S.E.E.D. Planning Group LLC
INCREASED3,1861,649+1,537+93%$399.8K$789.9K+$390.1K2026-10-07
Vann Equity Management LLC
INCREASED3,1862,590+596+23%$627.9K$789.8K+$161.9K2026-10-08
TrueWealth Advisors, LLC
INCREASED3,1703,135+35+1%$760.0K$786.0K+$26.0K2026-10-09
Capital City Trust Co
UNCHANGED3,1623,16200%$766.6K$784.0K+$17.4K2026-10-22
Flaharty Asset Management, LLC
DECREASED3,1609,052-5,892-65%$2.2M$788.1K-$1.4M2026-11-02
Robinson Smith Wealth Advisors LLC
UNCHANGED3,1053,10500%$752.7K$769.8K+$17.1K2026-10-22
Targeted Financial Services LLC
UNCHANGED3,1043,10400%$752.5K$769.6K+$17.1K2026-10-19
Klein Pavlis & Peasley Financial, Inc.
NEW3,080—+3,080——$763.7K—2026-10-13
AAF Wealth Management, LLC
UNCHANGED3,0763,07600%$745.8K$762.7K+$16.9K2026-10-28
Peak Wealth Management LLC
INCREASED3,0542,950+104+4%$715.2K$787.0K+$71.8K2026-10-26
One Day In July LLC
DECREASED3,0363,166-130-4%$767.5K$752.7K-$14.8K2026-10-30
Chapin Davis, Inc.
DECREASED3,0333,047-140%$738.5K$752.0K+$13.5K2026-10-09
Tcfg Investment Advisors, LLC
INCREASED2,9972,688+309+12%$659.2K$743.6K+$84.4K2026-10-20
Lunt Capital Management, Inc.
UNCHANGED2,9942,99400%$725.8K$742.3K+$16.5K2026-10-30
Macco Financial Group, Inc.
INCREASED2,9782,798+180+6%$678.3K$738.3K+$60.0K2026-11-05
Odyssey Capital Advisors, Inc.
DECREASED2,9723,120-148-5%$756.4K$737.0K-$19.5K2026-10-26
Skyline Advisors, Inc.
DECREASED2,9693,116-147-5%$755.4K$736.2K-$19.2K2026-11-03
Fulton Breakefield Broenniman LLC
DECREASED2,9543,028-74-2%$734.1K$732.4K-$1.7K2026-11-03
Greenup Street Wealth Management LLC
UNCHANGED2,9472,94700%$714.4K$730.7K+$16.2K2026-10-28
WealthPlan Investment Management, LLC
INCREASED2,9232,910+13+0%$705.5K$724.7K+$19.2K2026-10-15
Oxler Private Wealth LLC
INCREASED2,9222,914+8+0%$706.5K$724.5K+$18.0K2026-10-21
WBH Advisory Inc
DECREASED2,9193,061-142-5%$742.0K$723.7K-$18.3K2026-11-05
Symphony Financial, Ltd. Co.
DECREASED2,9053,270-365-11%$793.4K$722.5K-$70.9K2026-10-22
Hoese & Co LLP
UNCHANGED2,8872,88700%$699.9K$715.8K+$15.9K2026-10-21
Burton Enright Welch
INCREASED2,8812,801+80+3%$679.1K$714.3K+$35.2K2026-11-04
Financial Insights, Inc.
DECREASED2,8653,078-213-7%$746.2K$710.3K-$35.9K2026-10-27
APS Management Group, Inc.
UNCHANGED2,8652,86500%$694.6K$710.3K+$15.8K2026-10-14
DSG Capital Advisors, LLC
UNCHANGED2,8542,85400%$703.1K$707.6K+$4.5K2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
INCREASED2,8452,060+785+38%$499.0K$705-$498.3K2026-10-26
Mirador Capital Partners LP
INCREASED2,8402,829+11+0%$685.9K$704.1K+$18.2K2026-10-09
Carnegie Investment Counsel
INCREASED2,8382,638+200+8%$639.5K$703.6K+$64.1K2026-10-20
Ignite Planners, LLC
UNCHANGED2,8302,83000%$686.1K$701.6K+$15.6K2026-10-14
Soltis Investment Advisors LLC
INCREASED2,8252,672+153+6%$647.7K$700.5K+$52.8K2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED2,8192,81900%$683.4K$698.9K+$15.5K2026-10-16
James Investment Research, Inc.
DECREASED2,7942,901-107-4%$703.3K$692.7K-$10.6K2026-10-22
PFG Advisors
DECREASED2,7892,874-85-3%$696.7K$691.4K-$5.3K2026-10-16
Gallacher Capital Management LLC
DECREASED2,7892,845-56-2%$689.7K$691.4K+$1.8K2026-10-30
Patriot Financial Group Insurance Agency, LLC
NEW2,780—+2,780——$689.2K—2026-10-14
Biltmore Family Office, LLC
INCREASED2,7802,573+207+8%$623.8K$689.2K+$65.5K2026-11-03
Navigation Wealth Management, Inc.
INCREASED2,7592,721+38+1%$659.7K$702.6K+$42.9K2026-11-03
GC Wealth Management RIA, LLC
INCREASED2,7572,643+114+4%$640.7K$683.7K+$43.0K2026-11-02
Buckhead Capital Management LLC
UNCHANGED2,7502,75000%$666.7K$681.8K+$15.1K2026-11-03
Alpine Bank Wealth Management
UNCHANGED2,7452,74500%$665.5K$680.6K+$15.1K2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED2,7402,750-100%$666.7K$679.3K+$12.6K2026-11-05
Aire Advisors, LLC
INCREASED2,7312,730+1+0%$661.8K$677.1K+$15.3K2026-10-22
Platform Technology Partners
DECREASED2,7192,897-178-6%$702.3K$674.1K-$28.2K2026-11-02
Stronghold Wealth Management L.L.C.
DECREASED2,7142,874-160-6%$696.7K$672.9K-$23.9K2026-10-16
Navigate Wealth Management, LLC
INCREASED2,6781,724+954+55%$427.6K$679.0K+$251.4K2026-10-14
Hamilton Capital, LLC
UNCHANGED2,6702,67000%$647.3K$662.0K+$14.7K2026-10-08
Cornerstone Wealth Group, LLC
DECREASED2,6352,639-40%$639.8K$653.3K+$13.5K2026-11-02
Koshinski Asset Management, Inc.
UNCHANGED2,6352,63500%$638.8K$653.3K+$14.5K2026-10-29
Merrion Investment Management Co, LLC
INCREASED2,6201,620+1,000+62%$392.7K$649.6K+$256.8K2026-10-16
Townsend Asset Management Corp
DECREASED2,6082,622-14-1%$635.7K$646.7K+$11.0K2026-10-29
Fidelity D & D Bancorp Inc
UNCHANGED2,6082,60800%$632.3K$646.6K+$14.3K2026-11-05
Rose Capital Advisors LLC
INCREASED2,5952,594+1+0%$628.9K$643.5K+$14.6K2026-11-04
TigerOak Management, L.L.C.
UNCHANGED2,5922,59200%$628.4K$642.6K+$14.3K2026-10-23
CoreCap Advisors, LLC
DECREASED2,5912,631-40-2%$637.8K$642.4K+$4.6K2026-10-08
TD Waterhouse Canada Inc.
INCREASED2,5831,269+1,314+104%$309.5K$661.3K+$351.8K2026-10-16
Archer Investment Corp
INCREASED2,5752,527+48+2%$612.5K$638.4K+$25.9K2026-11-05
Ehrlich Financial Group
NEW2,573—+2,573——$637.9K—2026-10-20
Snider Financial Group
DECREASED2,5592,786-227-8%$675.4K$634.5K-$41.0K2026-10-16
Decision Investments, Inc
UNCHANGED2,5562,55600%$619.7K$633.7K+$14.1K2026-10-07
Hamilton Point Investment Advisors, LLC
UNCHANGED2,5472,54700%$617.5K$631.5K+$14.0K2026-11-03
Cypress Capital, LLC
UNCHANGED2,5202,52000%$610.9K$624.8K+$13.9K2026-10-20
Wealthcare Capital Partners, LLC
INCREASED2,5082,507+1+0%$607.8K$621.8K+$14.0K2026-10-21
Edgemoor Investment Advisors, Inc.
UNCHANGED2,5062,50600%$607.5K$621.3K+$13.8K2026-11-03
Klingman & Associates, LLC
UNCHANGED2,5042,50400%$607.0K$620.8K+$13.8K2026-10-20
Lee, Kelleher & Klein Wealth Management
INCREASED2,4912,081+410+20%$504.5K$617.6K+$113.1K2026-10-08
Coastline Trust Co
DECREASED2,4873,634-1,147-32%$881.0K$616.6K-$264.4K2026-10-01
GGM Financial LLC
DECREASED2,4862,512-26-1%$609.0K$616.4K+$7.4K2026-11-05
Insight Advisors, LLC/ PA
DECREASED2,4782,507-29-1%$607.9K$614.4K+$6.4K2026-10-22
YHB Investment Advisors, Inc.
INCREASED2,4622,458+4+0%$595.9K$610.4K+$14.5K2026-10-08
Woodward Financial Advisors, Inc.
UNCHANGED2,4502,45000%$594.0K$607.4K+$13.5K2026-10-19
Advisory Solutions Group, LLC
NEW2,431—+2,431——$602.8K—2026-10-14
Atala Financial Inc
DECREASED2,3902,424-34-1%$587.7K$592.6K+$4.9K2026-10-22
Quadrant Private Wealth Management, LLC
NEW2,386—+2,386——$591.6K—2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED2,3721,914+458+24%$464.0K$588.1K+$124.1K2026-10-29
Central Pacific Bank - Trust Division
UNCHANGED2,3702,37000%$574.6K$587.6K+$13.0K2026-10-06
Triad Wealth Partners, LLC
INCREASED2,3592,084+275+13%$529.8K$584.9K+$55.1K2026-10-26
Braun Stacey Associates Inc
DECREASED2,3392,576-237-9%$624.5K$579.9K-$44.6K2026-10-19
First Financial Corp
DECREASED2,3362,444-108-4%$592.5K$579.2K-$13.3K2026-10-13
Old Mission Investment Co LLC
UNCHANGED2,3322,33200%$565.3K$578.2K+$12.8K2026-10-22
Farmers & Merchants Trust Co of Long Beach
UNCHANGED2,3272,32700%$564.1K$576.9K+$12.8K2026-10-22
HT Partners LLC
UNCHANGED2,3222,32200%$562.9K$575.7K+$12.8K2026-10-20
MassMutual Private Wealth & Trust, FSB
UNCHANGED2,3192,31900%$562.2K$575.0K+$12.8K2026-10-05
Stonehearth Capital Management, LLC
INCREASED2,3131,553+760+49%$376.5K$573.5K+$197.0K2026-10-13
Aufman Associates Inc
UNCHANGED2,3102,31000%$560.0K$572.7K+$12.7K2026-11-04
West Financial Advisors, LLC
INCREASED2,3091,049+1,260+120%$254.3K$572.5K+$318.2K2026-10-22
Ellis Investment Partners, LLC
DECREASED2,2992,317-18-1%$561.9K$570.2K+$8.3K2026-10-21
Lake Street Private Wealth, LLC
INCREASED2,2872,276+11+0%$551.9K$566.9K+$15.1K2026-10-22
Christensen, King & Associates Investment Services, Inc.
INCREASED2,2781,266+1,012+80%$306.8K$564.7K+$257.9K2026-10-22
Black Diamond Financial, LLC
UNCHANGED2,2722,27200%$550.8K$563.3K+$12.5K2026-10-26
Petredis Investment Advisors LLC
UNCHANGED2,2682,26800%$549.8K$562.3K+$12.5K2026-10-20
CWA Asset Management Group, LLC
DECREASED2,2652,315-50-2%$561.2K$561.5K+$3362026-10-19
Tandem Capital Management Corp
UNCHANGED2,2642,26400%$548.9K$561.3K+$12.5K2026-10-22
Fusion Capital, LLC
DECREASED2,2552,508-253-10%$608.1K$559.0K-$49.1K2026-10-28
Decker Wealth Management LLC
NEW2,240—+2,240——$555.4K—2026-10-09
Salem Investment Counselors Inc
INCREASED2,2162,163+53+2%$524.4K$549.4K+$25.0K2026-10-13
Stanley-Laman Group, Ltd.
UNCHANGED2,2162,21600%$537.2K$549.5K+$12.2K2026-10-20
Impact Capital Partners LLC
DECREASED2,2012,875-674-23%$697.0K$545.7K-$151.3K2026-10-22
Essential Investment Partners LLC
UNCHANGED2,1952,19500%$532.1K$544.2K+$12.1K2026-10-27
Berkshire Money Management, Inc.
NEW2,190—+2,190——$543.0K—2026-10-21
Summit Investment Advisors, Inc.\KS
INCREASED2,1862,178+8+0%$527.9K$541.9K+$14.0K2026-11-05
SeaCrest Wealth Management, LLC
DECREASED2,1852,190-50%$531.0K$541.8K+$10.8K2026-10-21
Rockwood Wealth Management, LLC
UNCHANGED2,1812,18100%$528.7K$540.7K+$12.0K2026-10-27
Tritonpoint Wealth, LLC
UNCHANGED2,1762,17600%$527.5K$539.5K+$12.0K2026-10-19
Versant Capital Management, Inc
UNCHANGED2,1732,17300%$526.8K$538.8K+$12.0K2026-10-02
Hollow Brook Wealth Management LLC
UNCHANGED2,1702,17000%$526.1K$538.0K+$11.9K2026-10-29
Power Wealth Management LLC
INCREASED2,1622,131+31+1%$516.6K$536.0K+$19.4K2026-10-27
Triangle Securities Wealth Management
DECREASED2,1392,176-37-2%$527.5K$530.3K+$2.8K2026-10-14
Warren Street Wealth Advisors, LLC
INCREASED2,1342,088+46+2%$506.2K$529.1K+$22.9K2026-11-04
Orba Wealth Advisors, L.L.C.
INCREASED2,1321,907+225+12%$462.4K$528.7K+$66.3K2026-10-23
Clear Creek Financial Management, LLC
UNCHANGED2,1312,13100%$516.6K$528.3K+$11.7K2026-10-28
Private Wealth Partners, LLC
UNCHANGED2,1302,13000%$516.4K$528.1K+$11.7K2026-10-22
GreatBanc Trust Co
UNCHANGED2,1292,12900%$516.1K$527.8K+$11.7K2026-11-04
Weatherly Asset Management L. P.
UNCHANGED2,1282,12800%$515.9K$527.6K+$11.7K2026-10-20
Harbor Group, Inc.
INCREASED2,1242,120+4+0%$514.0K$526.5K+$12.5K2026-10-14
WealthBridge Capital Management, LLC
DECREASED2,1182,273-155-7%$551.0K$525.1K-$25.9K2026-10-16
Willner & Heller, LLC
INCREASED2,1042,096+8+0%$508.2K$521.6K+$13.5K2026-10-28
Trust Co
INCREASED2,0951,531+564+37%$371.2K$519.4K+$148.3K2026-10-09
Beacon Capital Management, LLC
DECREASED2,0892,247-158-7%$544.7K$518.0K-$26.7K2026-10-23
DDD Partners, LLC
UNCHANGED2,0722,07200%$502.3K$513.7K+$11.4K2026-11-02
Box Hill Private Wealth LLC
INCREASED2,0641,778+286+16%$431.0K$511.6K+$80.6K2026-10-05
WD Rutherford LLC
NEW2,058—+2,058——$510.2K—2026-10-26
NWF Advisory Services Inc.
INCREASED2,0491,797+252+14%$435.2K$507.5K+$72.3K2026-10-19
Marino, Stram & Associates LLC
DECREASED2,0462,200-154-7%$533.3K$507.3K-$26.0K2026-10-22
Smith Salley Wealth Management
DECREASED2,0462,075-29-1%$503.2K$507.3K+$4.1K2026-11-03
Cypress Wealth Services, LLC
INCREASED2,0452,044+1+0%$495.5K$514.9K+$19.4K2026-10-21
Lodestar Private Asset Management LLC
DECREASED2,0412,134-93-4%$517.5K$506.1K-$11.4K2026-10-26
Diversified Management Inc
INCREASED2,0292,027+2+0%$491.4K$503.1K+$11.6K2026-10-08
Stockman Wealth Management, Inc.
INCREASED2,0261,963+63+3%$475.9K$502.3K+$26.4K2026-10-27
SmartHarvest Portfolios, LLC
DECREASED2,0112,763-752-27%$669.8K$498.6K-$171.2K2026-10-26
Towercrest Capital Management
DECREASED2,0042,185-181-8%$529.6K$496.7K-$32.9K2026-10-23
Baring Financial LLC
INCREASED2,0031,996+7+0%$483.8K$496.5K+$12.7K2026-10-07
United Financial Planning Group LLC
UNCHANGED2,0002,00000%$484.9K$495.9K+$11.0K2026-11-04
Tortuga Wealth Management, Inc
DECREASED1,9841,997-13-1%$484.1K$494.2K+$10.2K2026-10-27
MSH Capital Advisors LLC
INCREASED1,9841,977+7+0%$479.3K$492.0K+$12.7K2026-11-03
Gray Private Wealth, LLC
DECREASED1,9501,970-20-1%$477.6K$483.5K+$5.9K2026-10-28
SteelPeak Wealth, LLC
INCREASED1,9341,874+60+3%$454.2K$479.4K+$25.2K2026-10-16
Mascagni Wealth Management, Inc.
UNCHANGED1,9301,93000%$467.8K$478.5K+$10.6K2026-10-23
Parkshore Wealth Management, Inc.
DECREASED1,9271,983-56-3%$480.6K$477.8K-$2.9K2026-10-13
World Equity Group, Inc.
DECREASED1,9222,275-353-16%$551.5K$476.5K-$75.0K2026-10-14
River's Edge Wealth Management, LLC
DECREASED1,9171,931-14-1%$477.6K$490.3K+$12.7K2026-10-19
PUREfi Wealth, LLC
UNCHANGED1,9141,91400%$464.0K$474.5K+$10.5K2026-10-19
ShoreHaven Wealth Partners, LLC
INCREASED1,9111,837+74+4%$445.2K$473.7K+$28.4K2026-10-16
Arbor Wealth Advisors LLC
UNCHANGED1,9101,91000%$463.0K$473.5K+$10.5K2026-10-09
ASL Financial, LLC
INCREASED1,9031,900+3+0%$460.6K$471.9K+$11.3K2026-10-15
Integris Wealth Management, LLC
UNCHANGED1,9001,90000%$460.6K$471.1K+$10.5K2026-10-14
Compass Financial Management LLC
DECREASED1,8991,937-38-2%$489.0K$470.8K-$18.2K2026-10-30
First Nebraska Trust Co
DECREASED1,8972,077-180-9%$503.5K$470.3K-$33.2K2026-10-30
Pittenger & Anderson Inc
UNCHANGED1,8951,89500%$459.4K$469.8K+$10.4K2026-11-02
Jamison Private Wealth Management, Inc.
INCREASED1,8891,852+37+2%$449.1K$468.3K+$19.2K2026-10-14
Galvin, Gaustad & Stein, LLC
DECREASED1,8891,898-90%$460.1K$468.3K+$8.2K2026-10-08
Compound Planning, Inc.
DECREASED1,8862,011-125-6%$487.4K$467.5K-$19.9K2026-11-05
Atticus Wealth Management, LLC
DECREASED1,8711,909-38-2%$462.8K$463.9K+$1.1K2026-10-20
Obermeyer Wealth Partners
UNCHANGED1,8671,86700%$452.6K$462.9K+$10.3K2026-10-21
Plus Group Wealth Advisors LLC
DECREASED1,8541,861-70%$451.1K$459.7K+$8.6K2026-10-19
Washington Trust Co
UNCHANGED1,8521,85200%$449.0K$459.2K+$10.2K2026-10-22
Mcdonald Partners LLC
UNCHANGED1,8501,85000%$448.5K$458.7K+$10.2K2026-11-03
Strategic Planning Group, LLC
INCREASED1,8491,842+7+0%$446.7K$458.6K+$11.8K2026-10-22
Arlington Trust Co LLC
UNCHANGED1,8491,84900%$448.3K$458.4K+$10.2K2026-10-20
MCF Advisors LLC
DECREASED1,8451,924-79-4%$466.4K$457.5K-$8.9K2026-10-28
JB Capital LLC
INCREASED1,8331,784+49+3%$432.5K$454.4K+$21.9K2026-10-19
Principle Wealth Partners LLC
INCREASED1,8261,453+373+26%$352.3K$452.7K+$100.4K2026-11-02
Cassia Capital Partners, LLC
UNCHANGED1,8141,81400%$439.8K$449.7K+$10.0K2026-11-04
SC&H Financial Advisors, Inc.
DECREASED1,8082,033-225-11%$492.8K$448.3K-$44.5K2026-10-14
Cypress Capital Group
UNCHANGED1,8051,80500%$437.6K$447.5K+$9.9K2026-11-03
Selective Wealth Management, Inc.
INCREASED1,8011,800+1+0%$446.4K$461.4K+$15.0K2026-10-16
Centerpoint Advisors, LLC
UNCHANGED1,8001,80000%$436.0K$446.0K+$10.0K2026-11-05
Fairway Wealth LLC
INCREASED1,7871,782+5+0%$432.0K$443.1K+$11.0K2026-10-30
Bayban
UNCHANGED1,7841,78400%$432.5K$432.5K$02026-11-05
Riverbend Wealth Management, LLC
INCREASED1,7701,582+188+12%$383.6K$438.9K+$55.3K2026-10-15
Bay Capital Advisors, LLC
UNCHANGED1,7701,77000%$429.1K$438.9K+$9.8K2026-10-16
Highline Wealth Partners LLC
INCREASED1,7691,704+65+4%$413.0K$438.5K+$25.5K2026-10-19
Matisse Capital
INCREASED1,7661,765+1+0%$428.0K$438.0K+$10.0K2026-10-29
Armstrong Advisory Group, Inc
INCREASED1,7651,756+9+1%$425.7K$437.5K+$11.8K2026-10-09
Park Edge Advisors, LLC
INCREASED1,7631,748+15+1%$423.8K$437.1K+$13.3K2026-10-28
Altus Wealth Management, LLC
UNCHANGED1,7611,76100%$426.9K$436.6K+$9.7K2026-10-13
Joel Adams & Associates, Inc.
DECREASED1,7281,819-91-5%$440.9K$428.4K-$12.5K2026-11-02
Objective Capital Management, LLC
INCREASED1,7241,104+620+56%$267.6K$427.4K+$159.8K2026-10-13
Oliver Luxxe Assets LLC
INCREASED1,7241,507+217+14%$365.3K$427.3K+$62.0K2026-10-14
Emergent Wealth Advisors, LLC
INCREASED1,7231,717+6+0%$416.2K$427.2K+$11.0K2026-10-09
Prevail Innovative Wealth Advisors, LLC
INCREASED1,7211,671+50+3%$405.1K$431.7K+$26.6K2026-10-20
Eagle Rock Investment Company, LLC
INCREASED1,7101,488+222+15%$360.7K$424.0K+$63.2K2026-10-21
Rainey & Randall Wealth Advisors Inc.
DECREASED1,7021,722-20-1%$417.5K$422.1K+$4.5K2026-10-26
Orrstown Financial Services Inc
DECREASED1,6901,705-15-1%$413.3K$419.0K+$5.7K2026-10-14
LVW Advisors, LLC
UNCHANGED1,6901,69000%$409.8K$419.1K+$9.3K2026-10-19
Cathy Pareto & Associates, Inc
INCREASED1,6821,676+6+0%$406.4K$417.1K+$10.7K2026-10-15
Opal Wealth Advisors, LLC
UNCHANGED1,6691,66900%$404.6K$413.8K+$9.2K2026-10-16
Aspire Private Capital, LLC
UNCHANGED1,6601,66000%$402.4K$411.6K+$9.1K2026-11-05
Austin Asset Management Co Inc
DECREASED1,6542,361-707-30%$572.4K$410.1K-$162.3K2026-10-29
Beacon Financial Strategies Corp
DECREASED1,6422,395-753-31%$580.7K$407.0K-$173.7K2026-10-14
Appleton Partners Inc
UNCHANGED1,6391,63900%$397.0K$406-$396.6K2026-10-30
Hunter Associates Investment Management LLC
UNCHANGED1,6301,63000%$395.0K$404-$394.6K2026-10-26
Washington Trust Bank
DECREASED1,6281,793-165-9%$434.7K$403.6K-$31.0K2026-11-03
Jnba Financial Advisors
DECREASED1,6281,637-9-1%$396.9K$403.6K+$6.8K2026-11-03
Align Financial, LLC
UNCHANGED1,6261,62600%$394.2K$403.1K+$8.9K2026-10-16
Powerhouse Assets LLC
UNCHANGED1,6151,61500%$391.5K$400.4K+$8.9K2026-10-19
Balentine LLC
INCREASED1,6051,546+59+4%$374.8K$397.9K+$23.1K2026-11-03
Aerodigm Wealth, LLC
DECREASED1,6011,607-60%$389.6K$396.9K+$7.4K2026-10-16
Csenge Advisory Group
DECREASED1,5991,635-36-2%$396.4K$396.5K+$1032026-11-04
Berkeley, Inc
DECREASED1,5991,624-25-2%$393.7K$396.4K+$2.7K2026-10-20
Poehling Capital Management, Inc.
INCREASED1,5911,590+1+0%$385.6K$394.3K+$8.8K2026-10-20
Kondo Wealth Advisors, Inc.
INCREASED1,5831,580+3+0%$383.1K$392.7K+$9.5K2026-10-19
PDS Planning, Inc
INCREASED1,5711,269+302+24%$307.7K$389.5K+$81.8K2026-11-03
Integrated Advisors Network LLC
DECREASED1,5711,579-8-1%$382.8K$389.5K+$6.7K2026-10-20
Acima Private Wealth, LLC
UNCHANGED1,5701,57000%$380.6K$389.3K+$8.6K2026-10-05
Ledyard National Bank
UNCHANGED1,5621,56200%$378.7K$387.3K+$8.6K2026-10-21
McClarren Financial Advisors, Inc.
INCREASED1,5591,554+5+0%$376.8K$386.6K+$9.7K2026-10-15
Cordgrass Capital Advisors, LLC
UNCHANGED1,5591,55900%$377.9K$386.5K+$8.6K2026-10-30
Doliver Advisors, LP
UNCHANGED1,5501,55000%$375.8K$384.3K+$8.5K2026-10-01
Lebenthal Global Advisors, LLC
INCREASED1,5461,204+342+28%$292.0K$383.3K+$91.3K2026-10-28
Nicholas Hoffman & Company, Llc.
UNCHANGED1,5351,53500%$372.1K$380.6K+$8.4K2026-10-30
CFG Wealth Management Services, Inc.
UNCHANGED1,5271,52700%$326.3K$379.1K+$52.8K2026-10-21
Trust Co of Toledo NA
UNCHANGED1,5221,52200%$369.0K$377.3K+$8.4K2026-10-16
Abacus Wealth Partners, LLC
DECREASED1,5051,772-267-15%$429.6K$373.1K-$56.5K2026-11-03
Legacy Wealth Management, LLC
UNCHANGED1,5041,50400%$364.6K$372.9K+$8.3K2026-10-22
Thompson Investment Management, Inc.
UNCHANGED1,5001,50000%$363.6K$371.9K+$8.3K2026-10-14
Wealth Management Partners, LLC
DECREASED1,4991,735-236-14%$420.6K$371.6K-$49.0K2026-10-21
Ballew Advisors, Inc
DECREASED1,4972,011-514-26%$496.4K$373.2K-$123.2K2026-10-05
Wealth Architects, LLC
UNCHANGED1,4961,49600%$362.8K$371.1K+$8.2K2026-11-03
Alliance Wealth Management Group
DECREASED1,4941,675-181-11%$406.1K$370.4K-$35.7K2026-10-29
James J. Burns & Company, LLC
DECREASED1,4911,570-79-5%$380.6K$369.7K-$11.0K2026-10-22
Single Point Partners, LLC
DECREASED1,4881,528-40-3%$370.3K$369.0K-$1.4K2026-10-19
Members Wealth LLC
UNCHANGED1,4871,48700%$360.5K$372.9K+$12.4K2026-10-20
Baker Ellis Asset Management LLC
UNCHANGED1,4861,48600%$360.2K$368.4K+$8.2K2026-10-14
South Shore Capital Advisors
NEW1,485—+1,485——$368.2K—2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED1,4851,48500%$360.0K$368.2K+$8.2K2026-10-30
Lmcg Investments, LLC
UNCHANGED1,4791,47900%$358.6K$366.7K+$8.1K2026-10-21
EdgeRock Capital LLC
UNCHANGED1,4761,47600%$357.8K$365.9K+$8.1K2026-11-03
IFG Advisors, LLC
INCREASED1,4701,431+39+3%$346.8K$364.5K+$17.7K2026-10-15
Retirement Solution LLC
INCREASED1,4601,162+298+26%$281.7K$362.1K+$80.4K2026-10-27
Pinnacle Wealth Management Group, Inc.
UNCHANGED1,4591,45900%$353.7K$361.7K+$8.0K2026-10-15
LaFleur & Godfrey LLC
DECREASED1,4491,484-35-2%$359.8K$359.3K-$5162026-10-27
Mechanics Bank Trust Department
UNCHANGED1,4481,44800%$351.0K$359.0K+$8.0K2026-10-13
Trek Financial, LLC
DECREASED1,4371,447-10-1%$350.8K$356.3K+$5.5K2026-10-29
Arlington Financial Advisors, LLC
UNCHANGED1,4341,43400%$347.6K$355.5K+$7.9K2026-10-19
Praetorian Wealth Management, Inc.
UNCHANGED1,4251,42500%$345.5K$353.3K+$7.8K2026-10-16
Verus Wealth Management, LLC
UNCHANGED1,4241,42400%$345.2K$353.1K+$7.8K2026-10-13
Trilogy Capital Inc.
INCREASED1,4201,396+24+2%$338.4K$352.1K+$13.6K2026-10-20
Bright Futures Wealth Management, Llc.
UNCHANGED1,4191,41900%$344.0K$351.8K+$7.8K2026-10-23
Wilkins Miller Wealth Management, LLC
UNCHANGED1,4121,41200%$342.3K$350.1K+$7.8K2026-10-13
SBK Financial, Inc.
UNCHANGED1,4111,41100%$342.1K$349.9K+$7.8K2026-11-02
Watershed Private Wealth LLC
DECREASED1,4081,413-50%$342.6K$349.1K+$6.5K2026-10-30
Gibbs Wealth Management
DECREASED1,4071,474-67-5%$357.3K$348.8K-$8.5K2026-10-22
Renasant Bank
DECREASED1,3881,613-225-14%$391.0K$344.1K-$46.9K2026-11-05
Summit Investment Advisory Services, LLC
DECREASED1,3831,399-16-1%$339.2K$342.9K+$3.7K2026-11-03
TFC Financial Management, Inc.
INCREASED1,3801,378+2+0%$334.0K$342.1K+$8.1K2026-10-26
Elevation Wealth Management LLC
DECREASED1,3791,636-257-16%$396.6K$341.8K-$54.7K2026-11-02
NBT Bank, N.A.
UNCHANGED1,3751,37500%$333.3K$340.9K+$7.6K2026-10-21
Atwood & Palmer Inc
INCREASED1,3721,234+138+11%$299.2K$340.2K+$41.0K2026-10-08
Redwood Financial Network Corp
NEW1,370—+1,370——$339.7K—2026-11-03
Sachem Hill LLC
UNCHANGED1,3671,36700%$331.4K$338.9K+$7.5K2026-10-14
Morangie Management LLC
NEW1,364—+1,364——$338.2K—2026-10-15
Layline Advisors, LLC
DECREASED1,3631,373-10-1%$332.9K$337.9K+$5.0K2026-11-02
Horst & Graben Wealth Management LLC
UNCHANGED1,3621,36200%$332.2K$337.7K+$5.5K2026-11-02
Watchman Group, Inc.
UNCHANGED1,3571,35700%$329.0K$336.4K+$7.5K2026-10-16
SMI Advisory Services, LLC
DECREASED1,352255,736-254,384-99%$63.2M$342.7K-$62.9M2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED1,3521,423-71-5%$344.9K$335.3K-$9.6K2026-10-23
Formidable Asset Management, LLC
UNCHANGED1,3491,34900%$288.2K$327.0K+$38.8K2026-11-03
Hurley Capital, LLC
INCREASED1,3461,029+317+31%$249.4K$333.8K+$84.5K2026-11-05
Meridian Financial Partners LLC
INCREASED1,3421,087+255+23%$268.8K$343.7K+$74.9K2026-10-23
Stephenson & Company, Inc.
UNCHANGED1,3361,33600%$324.0K$331.3K+$7.4K2026-10-30
Fermata Advisors, LLC
UNCHANGED1,3311,33100%$322.7K$330.0K+$7.3K2026-10-13
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,3271,32700%$321.7K$329.0K+$7.3K2026-10-20
Sicart Associates LLC
UNCHANGED1,3171,31700%$319.3K$336.8K+$17.6K2026-10-29
Tanglewood Wealth Management, Inc.
UNCHANGED1,3131,31300%$318.3K$325.5K+$7.2K2026-10-23
Cornerstone Management, Inc.
DECREASED1,3081,348-40-3%$326.8K$324.3K-$2.5K2026-10-16
RED Lighthouse Investment Management, LLC
UNCHANGED1,3081,30800%$317.1K$324.3K+$7.2K2026-11-02
Moody Lynn Lieberson & Walker, LLC
UNCHANGED1,3001,30000%$315.2K$322.3K+$7.2K2026-10-14
Pillar Financial Advisors, LLC
UNCHANGED1,2971,29700%$314.4K$321.6K+$7.1K2026-10-21
Stevens Capital Partners
NEW1,294—+1,294——$320.8K—2026-10-29
MTM Investment Management, LLC
INCREASED1,2821,281+1+0%$310.6K$317.8K+$7.1K2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED1,2801,664-384-23%$403.0K$317-$402.7K2026-10-14
Arista Wealth Management, LLC
UNCHANGED1,2791,27900%$310.1K$317.1K+$7.0K2026-10-29
S.A. Mason LLC
UNCHANGED1,2771,27700%$309.6K$316.6K+$7.0K2026-10-13
Kathmere Capital Management, LLC
INCREASED1,2751,133+142+13%$274.7K$316.1K+$41.4K2026-10-20
RMR Capital Management, LLC
UNCHANGED1,2731,27300%$308.6K$315.6K+$7.0K2026-10-23
Foster Group, Inc.
DECREASED1,2651,296-31-2%$314.1K$313.7K-$3392026-10-13
OAK Family Advisors, LLC
UNCHANGED1,2631,26300%$306.2K$313.1K+$6.9K2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED1,2581,25800%$305.0K$311.9K+$6.9K2026-10-28
Caldwell Trust Co
INCREASED1,256735+521+71%$178.2K$311.4K+$133.2K2026-10-30
Kohmann Bosshard Financial Services, LLC
INCREASED1,2561,254+2+0%$304.0K$311.2K+$7.2K2026-11-04
Persium Advisors, LLC
UNCHANGED1,2461,24600%$302.1K$308.9K+$6.9K2026-10-07
Penobscot Investment Management Company, Inc.
UNCHANGED1,2451,24500%$301.7K$308.6K+$6.8K2026-10-26
Plancorp, LLC
NEW1,244—+1,244——$321.8K—2026-11-03
Parr Mcknight Wealth Management Group, LLC
UNCHANGED1,2391,23900%$300.4K$307.2K+$6.8K2026-10-30
Gemmer Asset Management LLC
DECREASED1,2371,267-30-2%$307.2K$306.7K-$4302026-10-16
SYM Financial Corp
INCREASED1,231695+536+77%$168.5K$305.2K+$136.7K2026-10-26
Raab & Moskowitz Asset Management LLC
UNCHANGED1,2291,22900%$297.9K$304.7K+$6.8K2026-11-02
Greenhouse Wealth Management, LLC
INCREASED1,2221,221+1+0%$296.1K$302.9K+$6.8K2026-10-20
Abner Herrman & Brock LLC
UNCHANGED1,2201,22000%$296$302+$62026-10-20
Commons Capital, LLC
INCREASED1,2151,214+1+0%$294.2K$301.1K+$6.9K2026-11-05
Tompkins Financial Corp
INCREASED1,212462+750+162%$112.0K$300.5K+$188.5K2026-10-05
Heritage Wealth Management, Inc.
UNCHANGED1,2071,20700%$292.6K$299.3K+$6.6K2026-10-27
Elevation Wealth Partners, LLC
INCREASED1,2051,201+4+0%$291.1K$298.7K+$7.7K2026-10-07
Howard Financial Services, Ltd.
UNCHANGED1,2001,20000%$290.9K$297.5K+$6.6K2026-10-15
Convergence Financial, LLC
DECREASED1,1932,255-1,062-47%$546.7K$295.8K-$250.9K2026-10-27
Gordian Advisors LLC
INCREASED1,1881,001+187+19%$242.6K$294.4K+$51.9K2026-10-30
15 Wealth Advisors LLC
NEW1,182—+1,182——$293.0K—2026-10-14
180 Wealth Advisors, LLC
DECREASED1,1811,211-30-2%$293.5K$292.8K-$7782026-11-03
Cdkv Holdings LLC
INCREASED1,1731,111+62+6%$269.4K$290.7K+$21.4K2026-10-28
First Premier Bank
UNCHANGED1,1691,16900%$283$290+$72026-10-13
Novem Group
DECREASED1,1681,217-49-4%$295.0K$289.6K-$5.4K2026-10-19
Commonwealth Retirement Investments LLC
UNCHANGED1,1661,16600%$282.7K$289.1K+$6.4K2026-10-26
SP Asset Management LLC
INCREASED1,1631,159+4+0%$280.9K$288.4K+$7.4K2026-11-05
Sharper & Granite LLC
DECREASED1,1591,724-565-33%$417.9K$247.6K-$170.3K2026-11-02
Pecaut & Co.
INCREASED1,1581,156+2+0%$280.3K$287.0K+$6.7K2026-10-27
Axxcess Wealth Management, LLC
DECREASED1,15417,972-16,818-94%$4.4M$286.2K-$4.1M2026-10-21
Curated Wealth Partners LLC
UNCHANGED1,1501,15000%$278.8K$285.1K+$6.3K2026-10-15
Patriot Investment Management Group, Inc.
UNCHANGED1,1461,14600%$277.8K$284.1K+$6.3K2026-10-15
Fort Washington Investment Advisors Inc
DECREASED1,1441,213-69-6%$294.1K$283.6K-$10.4K2026-10-15
Patten & Patten Inc
INCREASED1,1361,135+1+0%$275.2K$281.6K+$6.4K2026-10-26
FSM Wealth Advisors, LLC
UNCHANGED1,1361,13600%$275.3K$286.4K+$11.0K2026-10-27
Timonier Family Office, Ltd.
UNCHANGED1,1351,13500%$275.2K$281.4K+$6.2K2026-11-03
Millennium Capital Advisors, LLC
UNCHANGED1,1341,13400%$274.9K$281.2K+$6.2K2026-10-16
Harmony Asset Management LLC
UNCHANGED1,1321,13200%$274.4K$280.7K+$6.2K2026-10-20
Clayton Financial Group LLC
INCREASED1,1311,128+3+0%$273.4K$280.5K+$7.1K2026-10-13
Englebert Financial Advisers, LLC
DECREASED1,1301,131-10%$274.2K$280.2K+$6.0K2026-10-20
Pinnacle Bancorp, Inc.
DECREASED1,1261,649-523-32%$399.8K$279.2K-$120.6K2026-10-21
Schear Investment Advisers, LLC
NEW1,122—+1,122——$278.1K—2026-10-14
Tempo Wealth, LLC
INCREASED1,1221,118+4+0%$270.9K$278.1K+$7.2K2026-10-14
Wealthstar Advisors, LLC
DECREASED1,1181,286-168-13%$311.8K$277.2K-$34.6K2026-10-19
QTR Family Wealth, LLC
INCREASED1,1151,114+1+0%$270.0K$276.4K+$6.4K2026-11-02
Monument Group Wealth Advisors, LLC
DECREASED1,1145,840-4,726-81%$268.1K$276.2K+$8.1K2026-10-21
Cooper S Advisors, LLC
INCREASED1,111855+256+30%$207.3K$275.5K+$68.2K2026-11-03
Wealth Quarterback LLC
NEW1,110—+1,110——$275.2K—2026-10-20
Investment Research Partners LLC
DECREASED1,1101,114-40%$270.0K$275.2K+$5.2K2026-10-19
Insight Wealth Strategies, LLC
INCREASED1,1091,107+2+0%$270.0K$274.9K+$4.9K2026-10-09
Pennsylvania Capital Management Inc
UNCHANGED1,1031,10300%$267.4K$273.5K+$6.1K2026-11-05
First Pacific Financial
INCREASED1,1001,096+4+0%$265.7K$272.7K+$7.0K2026-10-14
Clear Trail Advisors, LLC
DECREASED1,0991,294-195-15%$313.7K$272.5K-$41.2K2026-10-20
Tandemgrowth Financial Advisors LLC
UNCHANGED1,0981,09800%$266.1K$272.1K+$6.0K2026-11-05
Ballast Rock Private Wealth LLC
INCREASED1,0911,057+34+3%$256.4K$270.4K+$14.0K2026-10-26
Voisard Asset Management Group, Inc.
UNCHANGED1,0901,09000%$264.2K$270.2K+$6.0K2026-10-13
Alliance Wealth Advisors, LLC
DECREASED1,0881,218-130-11%$295.3K$269.7K-$25.5K2026-10-14
Stone Summit Wealth LLC
UNCHANGED1,0861,08600%$263.3K$269.3K+$6.0K2026-10-14
Values Added Financial LLC
UNCHANGED1,0831,08300%$262.6K$268.5K+$6.0K2026-10-28
Armstrong, Fleming & Moore, Inc
INCREASED1,0731,069+4+0%$259.1K$266.0K+$6.9K2026-10-28
Asset One Wealth Management LLC
INCREASED1,0731,071+2+0%$264.8K$266.0K+$1.2K2026-11-02
High Net Worth Advisory Group LLC
UNCHANGED1,0701,07000%$259.4K$265.3K+$5.9K2026-10-26
Laurel Wealth Advisors LLC
UNCHANGED1,0701,07000%$259.4K$265.3K+$5.9K2026-10-27
USAdvisors Wealth Management, LLC
INCREASED1,0691,065+4+0%$258.0K$265-$257.7K2026-10-21
Chicago Capital, LLC
DECREASED1,0681,272-204-16%$308.4K$264.8K-$43.6K2026-10-13
Braun-Bostich & Associates Inc.
UNCHANGED1,0671,06700%$258.7K$264.5K+$5.9K2026-10-20
D.B. Root & Company, LLC
NEW1,066—+1,066——$264.3K—2026-11-04
Retiremitten Financial LLC
UNCHANGED1,0651,06500%$258.2K$275.5K+$17.3K2026-11-05
Vaughan David Investments LLC
UNCHANGED1,0631,06300%$258.0K$264.0K+$6.0K2026-11-05
Neumann Capital Management, LLC
INCREASED1,0561,006+50+5%$243.9K$261.8K+$17.9K2026-10-15
Builder Investment Group Inc
UNCHANGED1,0551,05500%$255.8K$261.6K+$5.8K2026-10-22
Seven Hills Financial, LLC
NEW1,050—+1,050——$260.3K—2026-10-13
Pines Wealth Management, LLC
DECREASED1,0501,065-15-1%$258.2K$260.3K+$2.1K2026-10-21
Forbes J M & Co LLP
UNCHANGED1,0501,05000%$254.6K$260.3K+$5.8K2026-10-16
Mountain Pacific Investment Advisers LLC
UNCHANGED1,0501,05000%$254.6K$260.3K+$5.8K2026-10-29
Twelve Points Wealth Management LLC
NEW1,046—+1,046——$270.5K—2026-11-03
Inscription Capital, LLC
DECREASED1,0452,150-1,105-51%$521.1K$259.1K-$262.0K2026-11-02
Richard P Slaughter Associates Inc
UNCHANGED1,0421,04200%$252.6K$258.3K+$5.7K2026-10-13
True Link Financial Advisors, LLC
UNCHANGED1,0331,03300%$250.4K$256.1K+$5.7K2026-10-27
Schneider Downs Wealth Management Advisors, LP
UNCHANGED1,0321,03200%$250.3K$256.0K+$5.7K2026-10-27
Lakeshore Financial Planning, Inc.
INCREASED1,0291,028+1+0%$249.5K$255.1K+$5.7K2026-10-13
Clarity Wealth Advisors, LLC
UNCHANGED1,0281,02800%$249.2K$254.9K+$5.7K2026-10-21
Bluesphere Advisors LLC
INCREASED1,0261,023+3+0%$248.1K$254.5K+$6.4K2026-10-19
Heritage Family Offices, LLP
UNCHANGED1,0251,02500%$248.5K$254.1K+$5.6K2026-11-02
West Paces Advisors Inc.
UNCHANGED1,0241,02400%$248.2K$253.9K+$5.6K2026-10-13
Beacon Bank & Trust
UNCHANGED1,0221,02200%$247.8K$253.4K+$5.6K2026-10-27
GW Henssler & Associates LTD
NEW1,019—+1,019——$252.6K—2026-10-26
Maple Capital Management, Inc.
UNCHANGED1,0181,01800%$246.8K$252.4K+$5.6K2026-11-02
KFA Private Wealth Group, LLC
INCREASED1,015887+128+14%$215.2K$251.8K+$36.6K2026-10-07
Cannon Financial Strategists, Inc.
UNCHANGED1,0151,01500%$246.2K$251.7K+$5.6K2026-10-19
Hourglass Capital, LLC
DECREASED1,0141,039-25-2%$251.9K$251.5K-$4692026-10-26
Nearside Advisors, LLC
NEW1,008—+1,008——$249.9K—2026-10-20
Founders Capital Management
UNCHANGED1,0071,00700%$244.2K$249.8K+$5.6K2026-10-13
Inspirion Wealth Advisors, LLC
UNCHANGED1,0041,00400%$244.9K$249.0K+$4.1K2026-10-09
Country Trust Bank
UNCHANGED1,0031,00300%$243.2K$248.7K+$5.5K2026-10-30
Burns J W & Co Inc
UNCHANGED1,0001,00000%$242.4K$247.9K+$5.5K2026-10-20
First City Capital Management, Inc.
UNCHANGED1,0001,00000%$242.4K$247.9K+$5.5K2026-10-27
Missouri Trust & Investment Co
UNCHANGED1,0001,00000%$251.8K$247.9K-$3.9K2026-11-04
Oarsman Capital, Inc.
UNCHANGED1,0001,00000%$242.4K$247.9K+$5.5K2026-11-05
Charles Schwab Trust Co
UNCHANGED99999900%$242.2K$247.7K+$5.5K2026-10-15
Global Wealth Management Investment Advisory, Inc.
NEW996—+996——$247.1K—2026-11-04
Lighthouse Financial LLC
UNCHANGED99499400%$241.0K$246.4K+$5.5K2026-10-23
Crumly & Associates Inc.
UNCHANGED99299200%$240.5K$245.9K+$5.5K2026-10-07
Howard Wealth Management, LLC
INCREASED982960+22+2%$232.8K$243.6K+$10.7K2026-10-28
XY Planning Network, Inc.
DECREASED9803,544-2,564-72%$859.2K$243.0K-$616.2K2026-10-14
Columbia Asset Management
UNCHANGED98098000%$237.6K$243.0K+$5.4K2026-10-19
Guerra PAN Advisors, LLC
UNCHANGED97897800%$237.1K$249.8K+$12.7K2026-10-26
Fiduciary Alliance LLC
DECREASED9763,067-2,091-68%$743.6K$242.0K-$501.6K2026-10-13
Mlp3, LLC
DECREASED9761,019-43-4%$247.1K$241.9K-$5.2K2026-10-22
Sacks & Associates, LLC
UNCHANGED97497400%$245.3K$241.5K-$3.8K2026-10-09
Carroll Advisory Group, LLC
INCREASED972887+85+10%$215.0K$240.9K+$25.9K2026-10-16
Global Assets Advisory, LLC
DECREASED9581,195-237-20%$292.5K$240.1K-$52.4K2026-10-28
Vision Capital Management, Inc.
UNCHANGED95895800%$232.2K$237.5K+$5.3K2026-10-20
TrustBank
INCREASED956800+156+20%$193.9K$237.0K+$43.1K2026-10-20
Princeton Global Asset Management LLC
UNCHANGED95595500%$231.5K$236.8K+$5.3K2026-10-21
Ledgewood Wealth Advisors, LLC
UNCHANGED95095000%$230.3K$235.5K+$5.2K2026-10-09
Adirondack Capital Advisors, LLC
UNCHANGED94794700%$229.6K$234.8K+$5.2K2026-10-09
Manuka Financial, LLC
UNCHANGED94694600%$229.3K$234.5K+$5.2K2026-10-16
Valpey Financial Services, LLC
DECREASED940966-26-3%$234.1K$233.2K-$9652026-10-30
KFG LLC
NEW938—+938——$232.6K—2026-11-02
Discipline Wealth Solutions, LLC
INCREASED934874+60+7%$211.8K$231.6K+$19.8K2026-10-14
Wingate Wealth Advisors, Inc.
UNCHANGED93093000%$225.3K$230.6K+$5.3K2026-10-26
Physician Wealth Advisors, Inc.
INCREASED91946+873+1898%$11.2K$227.7K+$216.5K2026-10-20
Granite FO LLC
INCREASED919917+2+0%$222.3K$227.8K+$5.5K2026-10-14
Destiny Wealth Partners, LLC
UNCHANGED91991900%$231.4K$238.4K+$6.9K2026-11-05
Washington Trust Advisors, Inc.
INCREASED918771+147+19%$186.9K$227.6K+$40.7K2026-10-22
Aviance Capital Partners, LLC
INCREASED916915+1+0%$221.7K$227.1K+$5.4K2026-10-29
Midland Wealth Advisors, LLC
NEW915—+915——$226.9K—2026-10-26
Sage Private Wealth Group, LLC
UNCHANGED91391300%$221.3K$226.4K+$5.0K2026-10-21
Interchange Capital Partners, LLC
UNCHANGED90690600%$219.6K$224.6K+$5.0K2026-10-28
Capital Advisors Wealth Management, LLC
INCREASED901880+21+2%$213.5K$223.3K+$9.9K2026-10-09
LifeWealth Investments, LLC
UNCHANGED90090000%$218.2K$223.1K+$5.0K2026-10-21
West Branch Capital LLC
UNCHANGED90090000%$218.2K$223.1K+$5.0K2026-10-20
First Financial Bank - Trust Division
UNCHANGED89689600%$217.2K$222.1K+$4.9K2026-10-01
Vaughan & Co Securities, Inc.
DECREASED895897-20%$217.5K$221.9K+$4.4K2026-10-23
W.H. Cornerstone Investments Inc.
INCREASED893891+2+0%$215.9K$221.3K+$5.4K2026-11-03
Financial Advisory Corp
DECREASED8911,097-206-19%$266.0K$220.8K-$45.2K2026-10-14
Compass Ion Advisors, LLC
UNCHANGED89089000%$215.8K$220.7K+$4.9K2026-10-23
Provident Investment Management, Inc.
UNCHANGED88988900%$215.5K$220.4K+$4.9K2026-10-23
Northwest Financial Advisors
NEW887—+887——$219.9K—2026-10-27
eCIO, Inc.
NEW884—+884——$222.5K—2026-11-02
Advocate Group LLC
UNCHANGED88488400%$214.3K$219.2K+$4.9K2026-10-19
Inlet Private Wealth, LLC
INCREASED883873+10+1%$211.6K$218.9K+$7.3K2026-10-21
First Bancorp, Inc
DECREASED882902-20-2%$218.7K$218.7K+$22026-10-26
Valtinson Bruner Financial Planning LLC
UNCHANGED87987900%$213.1K$218.0K+$4.9K2026-11-02
Tull Financial Group, Inc.
UNCHANGED87287200%$211.4K$216.2K+$4.8K2026-11-05
Westover Capital Advisors, LLC
UNCHANGED87287200%$211.4K$216.2K+$4.8K2026-10-26
HCR Wealth Advisors
INCREASED866831+35+4%$201.5K$214.8K+$13.3K2026-10-15
Beverly Hills Private Wealth, LLC
UNCHANGED86386300%$209.2K$213.9K+$4.7K2026-11-04
Greenwood Gearhart LLC
UNCHANGED85685600%$207.5K$212.2K+$4.7K2026-11-02
Old Peak Finance LLC
UNCHANGED85685600%$207.5K$212.2K+$4.7K2026-11-02
Weaver Consulting Group
UNCHANGED85685600%$207.5K$212.2K+$4.7K2026-10-07
Firestone Capital Management
UNCHANGED85585500%$207.3K$212.0K+$4.7K2026-11-03
Waterway Wealth Management, LLC
UNCHANGED85585500%$207.3K$212.0K+$4.7K2026-10-28
Ti-Trust, Inc
NEW853—+853——$211.5K—2026-10-21
Journey Advisory Group, LLC
UNCHANGED85285200%$206.6K$211.2K+$4.7K2026-11-04
Archer Investment Management, LLC
DECREASED849856-7-1%$207.5K$210.5K+$3.0K2026-10-13
Matauro, LLC
INCREASED849846+3+0%$205.0K$210.5K+$5.4K2026-11-03
Wernau Asset Management Inc.
UNCHANGED84784700%$205.3K$210.0K+$4.7K2026-10-19
Cypress Financial Planning LLC
DECREASED843845-20%$204.9K$209.0K+$4.2K2026-10-09
Shelton Wealth Management, LLC
UNCHANGED84384300%$204.4K$209.0K+$4.6K2026-10-16
ShankerValleau Wealth Advisors, Inc.
NEW842—+842——$208.8K—2026-10-16
Clifford Swan Investment Counsel LLC
DECREASED842918-76-8%$222.6K$208.8K-$13.8K2026-11-05
Manchester Financial Inc
UNCHANGED84284200%$204.1K$208.8K+$4.6K2026-10-15
Mayfair Advisory Group, LLC
NEW834—+834——$206.8K—2026-10-20
Dahring | Cusmano LLC
INCREASED831828+3+0%$200.8K$206.1K+$5.3K2026-11-03
Wealthcare Capital Management LLC
DECREASED827872-45-5%$211.4K$205.0K-$6.4K2026-10-21
Sulzberger Capital Advisors, Inc.
UNCHANGED82782700%$200.5K$205.0K+$4.5K2026-10-20
Nfsg Corp
INCREASED826823+3+0%$199.6K$204.7K+$5.1K2026-10-15
Sima Wealth Partners, LLC
DECREASED816826-10-1%$200.3K$202.4K+$2.1K2026-10-19
BridgePort Financial Solutions, LLC
NEW814—+814——$201.9K—2026-11-02
Hegarty Advisors, LLC
NEW813—+813——$201.6K—2026-10-20
Echo45 Advisors LLC
NEW807—+807——$200.1K—2026-10-07
Advocate Investing Services LLC
UNCHANGED80080000%$193.9K$198.3K+$4.4K2026-10-26
Creative Capital Management Investments LLC
UNCHANGED79479400%$192.5K$196.9K+$4.4K2026-10-28
Private Wealth Management Group, LLC
UNCHANGED78878800%$191.0K$195.4K+$4.3K2026-10-19
Vima LLC
DECREASED786799-13-2%$193.7K$194.9K+$1.2K2026-10-23
United Community Bank
INCREASED772492+280+57%$119.3K$191.4K+$72.1K2026-10-28
Activest Wealth Management
INCREASED769547+222+41%$132.5K$190.6K+$58.0K2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED76376300%$185.0K$189.2K+$4.2K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED75575500%$183.0K$187.1K+$4.2K2026-10-28
3Chopt Investment Partners, LLC
DECREASED7541,433-679-47%$347.4K$186.9K-$160.5K2026-10-30
Creative Financial Designs Inc
INCREASED744664+80+12%$161.0K$184.5K+$23.5K2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED7344,596-3,862-84%$1.0M$88.1K-$933.0K2026-11-04
DB Fitzpatrick & Co, Inc
DECREASED732736-4-1%$178.4K$181.5K+$3.1K2026-10-19
First Command Advisory Services, Inc.
DECREASED7111,651-940-57%$400.3K$176.3K-$224.0K2026-11-05
Union Savings Bank
UNCHANGED70870800%$171.6K$175.5K+$3.9K2026-10-14
Ares Financial Consulting, LLC
INCREASED686684+2+0%$165.7K$170.1K+$4.4K2026-10-19
Sellwood Investment Partners LLC
UNCHANGED66066000%$160.0K$163.6K+$3.6K2026-11-03
Ashurst Perkins Coie Trust Co
DECREASED6592,162-1,503-70%$524.1K$163.4K-$360.7K2026-10-15
High Point Wealth Management, LLC
UNCHANGED65965900%$159.7K$163.4K+$3.6K2026-11-05
Pacifica Partners Inc.
DECREASED655678-23-3%$167.4K$162.6K-$4.9K2026-10-09
Flagship Wealth Advisors, LLC
UNCHANGED64264200%$155.6K$159.2K+$3.5K2026-11-03
Birchwood Financial Partners, Inc.
INCREASED637634+3+0%$153.8K$157.9K+$4.1K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED627135+492+364%$32.7K$155.5K+$122.7K2026-10-16
Foresight Capital Management Advisors, Inc.
NEW624—+624——$154.7K—2026-10-27
Silver Grove Financial Group, Inc.
INCREASED596560+36+6%$135.8K$147.9K+$12.1K2026-11-05
Wolff Wiese Magana LLC
UNCHANGED58358300%$141.3K$144.5K+$3.2K2026-10-15
Community Financial Services Group, LLC
INCREASED576545+31+6%$132.9K$143.0K+$10.1K2026-10-15
Arcadia Investment Advisors LLC
INCREASED572483+89+18%$117.1K$141.9K+$24.8K2026-10-13
City State Bank
DECREASED568962-394-41%$233.2K$140.8K-$92.4K2026-10-20
MilWealth Group LLC
DECREASED538618-80-13%$149.9K$133.5K-$16.4K2026-11-02
Register Financial Advisors LLC
INCREASED528527+1+0%$127.7K$130.8K+$3.1K2026-10-23
Provident Wealth Management, LLC
UNCHANGED51651600%$125.1K$127.9K+$2.8K2026-10-20
Abound Wealth Management
INCREASED511449+62+14%$108.8K$126.6K+$17.8K2026-10-26
IFS Advisors, LLC
INCREASED508383+125+33%$92.9K$126.1K+$33.2K2026-10-14
North Point Portfolio Managers Corp
NEW486—+486——$120.5K—2026-10-07
Key Capital Management, Inc
INCREASED482479+3+1%$116.1K$119.5K+$3.4K2026-11-03
Capital Investment Counsel, Inc
UNCHANGED47547500%$115.2K$117.8K+$2.6K2026-10-20
Valued Wealth Advisors LLC
INCREASED47050+420+840%$12.1K$116.5K+$104.4K2026-11-05
Cape Investment Advisory, Inc.
DECREASED455460-5-1%$111.5K$112.8K+$1.3K2026-10-13
UMB Private Wealth Management, LLC
NEW446—+446——$110.6K—2026-10-19
Concord Wealth Partners
DECREASED444447-3-1%$108.4K$110.1K+$1.7K2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED43143100%$104.5K$106.9K+$2.4K2026-10-15
Burk Holdings LLC
UNCHANGED41841800%$101.3K$103.6K+$2.3K2026-11-05
Investment Research & Advisory Group, Inc.
UNCHANGED41741700%$101.1K$103.4K+$2.3K2026-10-19
Financial Consulate, Inc
DECREASED396424-28-7%$102.8K$98.2K-$4.6K2026-10-23
Retirement Wealth Solutions LLC
UNCHANGED37737700%$91.4K$93.5K+$2.1K2026-10-07
SRH Advisors, LLC
UNCHANGED37037000%$89.7K$91.7K+$2.0K2026-10-22
CKW Financial Group
NEW358—+358——$89—2026-10-29
Three Bridge Wealth Advisors, LLC
NEW350—+350——$86.8K—2026-11-05
Westside Investment Management, Inc.
UNCHANGED34434400%$83.4K$85.3K+$1.9K2026-11-02
North Star Investment Management Corp.
INCREASED335269+66+25%$65.1K$83.0K+$17.8K2026-10-27
MidAtlantic Capital Management, Inc.
NEW327—+327——$81.1K—2026-11-05
Hickory Point Bank & Trust
INCREASED327300+27+9%$72.7K$81.1K+$8.3K2026-10-01
Catherine Avery Investment Management LLC
DECREASED320370-50-14%$89.7K$79.3K-$10.4K2026-10-14
Bear Mountain Capital, Inc.
INCREASED314256+58+23%$63.1K$80.3K+$17.2K2026-11-04
Investors Research Corp
UNCHANGED31331300%$75.9K$77.6K+$1.7K2026-10-07
Noble Wealth Management PBC
DECREASED305320-15-5%$77.6K$75.6K-$2.0K2026-10-01
Rosenberg Matthew Hamilton
UNCHANGED30430400%$73.7K$75.4K+$1.7K2026-10-05
Polaris Financial Partners
NEW303—+303——$76—2026-10-02
Rossmore Private Capital
UNCHANGED30230200%$73.2K$74.9K+$1.7K2026-10-27
RMG Wealth Management LLC
INCREASED294170+124+73%$43.8K$75.9K+$32.1K2026-10-26
Piscataqua Savings Bank
UNCHANGED29029000%$70.3K$71.9K+$1.6K2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED28928900%$70.1K$71.7K+$1.6K2026-10-07
Rossby Financial, LCC
NEW277—+277——$68.7K—2026-11-05
Simplex Trading, LLC
NEW276—+276——$68.4K—2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED27127100%$65.7K$67.2K+$1.5K2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED26726700%$64.7K$66.2K+$1.5K2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED26026000%$63.0K$64.6K+$1.5K2026-10-23
Richardson Financial Services Inc.
UNCHANGED24324300%$58.9K$60.2K+$1.3K2026-10-30
Global Trust Asset Management, LLC
UNCHANGED23623600%$57.2K$58.5K+$1.3K2026-10-19
Quaker Wealth Management, LLC
INCREASED234233+1+0%$56.4K$57.9K+$1.5K2026-10-22
Salomon & Ludwin, LLC
DECREASED229244-15-6%$59.5K$56.8K-$2.7K2026-10-29
Financial Perspectives, Inc
UNCHANGED22422400%$54.2K$55.6K+$1.4K2026-11-03
Valley National Advisers Inc
UNCHANGED22422400%$54.3K$55.5K+$1.2K2026-10-23
Owl Creek Wealth Partners LLC
INCREASED218217+1+0%$52.7K$54.1K+$1.4K2026-10-20
Peachtree Investment Partners, LLC
UNCHANGED19219200%$46.5K$47.6K+$1.1K2026-11-05
Davis Capital Management
UNCHANGED18918900%$45.8K$46.9K+$1.0K2026-10-08
Peoples Financial Services Corp.
UNCHANGED18518500%$44.8K$45.9K+$1.0K2026-10-20
SJS Investment Consulting Inc.
UNCHANGED18318300%$44.4K$45.4K+$1.0K2026-10-26
Access Investment Management LLC
UNCHANGED18018000%$43.6K$44.6K+$9902026-10-23
Center for Financial Planning, Inc.
UNCHANGED17617600%$42.7K$43.6K+$9672026-10-26
Triumph Capital Management
INCREASED165164+1+1%$39.8K$40.9K+$1.0K2026-10-14
Halbert Hargrove Global Advisors, LLC
UNCHANGED16516500%$40.0K$40.9K+$9072026-10-16
New England Capital Financial Advisors LLC
UNCHANGED16316300%$39.4K$40.4K+$1.0K2026-11-03
Advantage Trust Co
UNCHANGED14914900%$36.1K$36.9K+$8202026-10-19
Holos Integrated Wealth LLC
UNCHANGED14814800%$36.6K$37.7K+$1.1K2026-10-23
Avion Wealth
UNCHANGED14414400%$34$35+$12026-11-04
Armor Investment Advisors, LLC
UNCHANGED13513500%$32.7K$33.5K+$7432026-10-27
Richards, Merrill & Peterson, Inc.
UNCHANGED13513500%$32.7K$33.5K+$7432026-10-19
Alta Capital Management LLC/
DECREASED1332,738-2,605-95%$663.8K$33.0K-$630.8K2026-10-26
Bell Investment Advisors, Inc
UNCHANGED12912900%$31.3K$32.0K+$7092026-10-29
Syntax Research, Inc.
UNCHANGED12212200%$29.6K$30.2K+$6712026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED12112100%$29.3K$30.0K+$6662026-10-22
Cornerstone National Bank & Trust Co
NEW120—+120——$29.8K—2026-10-20
Midwest Capital Advisors, LLC
NEW116—+116——$28.8K—2026-11-04
Fiduciary Advisors, Inc.
UNCHANGED10510500%$25.5K$26.0K+$5772026-10-16
Putney Financial Group LLC
NEW100—+100——$24.8K—2026-10-30
Wilkerson Advisory Group LLC
INCREASED10099+1+1%$24.0K$24.7K+$6362026-10-20
Chung Wu Investment Group, LLC
UNCHANGED10010000%$24.2K$24.8K+$5502026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED10010000%$24.2K$24.8K+$5502026-10-16
Financial Management Professionals, Inc.
DECREASED968,870-8,774-99%$2.2M$23.8K-$2.1M2026-10-23
Signature Equity Partners, LLC
DECREASED87207-120-58%$50.2K$21.6K-$28.6K2026-10-29
Gen-Wealth Partners Inc
UNCHANGED878700%$21.1K$21.6K+$4792026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED858500%$20.6K$21.1K+$4672026-10-27
Planning Strategies Inc.
NEW80—+80——$19.8K—2026-10-02
Richardson Capital Management LLC
UNCHANGED808000%$19.4K$19.8K+$4402026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
NEW74—+74——$18.3K—2026-10-14
DeDora Capital, Inc.
NEW72—+72——$17.9K—2026-10-26
Old Second National Bank of Aurora
UNCHANGED636300%$15.3K$15.6K+$3472026-10-22
Downshift Financial, LLC
UNCHANGED555500%$13.3K$13.6K+$3022026-10-13
Realta Investment Advisors
UNCHANGED545400%$13.2K$13.5K+$2992026-10-14
Nemes Rush Group LLC
UNCHANGED515100%$12.4K$12.6K+$2802026-11-04
Ascentis Wealth Management, LLC
NEW47—+47——$11.7K—2026-11-03
High Note Wealth, LLC
UNCHANGED474700%$11.4K$11.7K+$2592026-10-27
Bullock Wealth Management Group
UNCHANGED464600%$11.3K$11.5K+$2022026-10-09
Intelligent Financial Strategies
DECREASED4450-6-12%$12.1K$10.9K-$1.2K2026-10-16
Mosley Wealth Management
UNCHANGED434300%$10.4K$11.0K+$5892026-10-16
Rydar Equities, Inc.
NEW42—+42——$10.5K—2026-10-13
Godsey & Gibb, Inc
NEW42—+42——$10.4K—2026-10-14
Reap Financial Group, LLC
UNCHANGED414100%$10.0K$10.2K+$2632026-11-02
BankChampaign, National Association
UNCHANGED404000%$9.7K$9.9K+$2202026-10-19
Bfsg, LLC
UNCHANGED393900%$9.5K$9.7K+$2152026-10-30
Montgomery Financial Services LLC
NEW36—+36——$8.9K—2026-11-03
Evolution Wealth Management Inc.
UNCHANGED363600%$8.7K$8.9K+$1982026-10-28
First Community Trust NA
UNCHANGED363600%$8.7K$8.9K+$1982026-10-07
Daytona Street Capital LLC
UNCHANGED353500%$8.6K$8.8K+$1232026-10-15
Elevated Capital Advisors, LLC
UNCHANGED333300%$8.0K$8.2K+$1822026-11-04
Granite Investment Partners, LLC
UNCHANGED292900%$7.0K$7.2K+$1602026-11-04
Horizons Wealth Management
NEW25—+25——$6.2K—2026-10-05
Legacy Bridge, LLC
UNCHANGED252500%$6.1K$6.2K+$1382026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED232300%$5.6K$5.7K+$1262026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED202000%$4.8K$5.0K+$1102026-10-23
Toth Financial Advisory Corp
UNCHANGED202000%$4.8K$5.0K+$1102026-10-08
Morton Brown Family Wealth, LLC
UNCHANGED191900%$4.6K$4.7K+$1052026-10-23
Buck Wealth Strategies, LLC
NEW17—+17——$4.3K—2026-10-28
Markowski Investments
DECREASED16116-100-86%$28.1K$4.0K-$24.2K2026-10-30
Fairman Group, LLC
UNCHANGED161600%$3.9K$4.0K+$882026-10-26
IMG Wealth Management, Inc.
NEW9—+9——$2.2K—2026-10-27
Main Street Group, LTD
UNCHANGED8800%$1.9K$2.0K+$442026-10-28
Hughes Financial Services, LLC
UNCHANGED7700%$1.7K$1.8K+$1282026-10-30
Acumen Wealth Advisors, LLC
NEW4—+4——$992—2026-11-05
Contravisory Investment Management, Inc.
UNCHANGED4400%$970$992+$222026-10-13
Prudent Man Investment Management, Inc.
NEW1—+1——$217—2026-11-03
Cordatus Wealth Management LLC
CLOSED0144,489-144,489-100%$35.0M$0-$35.0M2026-10-19
Jefferies Financial Group Inc.
CLOSED0116,488-116,488-100%$28.2M$0-$28.2M2026-11-05
Newport Capital Group, LLC
CLOSED074,500-74,500-100%$18.1M$0-$18.1M2026-10-16
FDx Advisors, Inc.
CLOSED059,013-59,013-100%$14.3M$0-$14.3M2026-11-05
Asempa Wealth Advisors
CLOSED05,905-5,905-100%$1.4M$0-$1.4M2026-10-07
Steel Grove Capital Advisors, LLC
CLOSED02,945-2,945-100%$714.0K$0-$714.0K2026-10-13
Palisade Asset Management, LLC
CLOSED02,462-2,462-100%$596.8K$0-$596.8K2026-11-03
TritonPoint Partners, LLC
CLOSED02,398-2,398-100%$581.3K$0-$581.3K2026-11-05
Tenzing Financial LLC
CLOSED02,305-2,305-100%$570.0K$0-$570.0K2026-11-03
LJI Wealth Management, LLC
CLOSED01,962-1,962-100%$475.6K$0-$475.6K2026-10-28
Miller Howard Investments Inc
CLOSED01,900-1,900-100%$460.6K$0-$460.6K2026-10-26
Retireful, LLC
CLOSED01,662-1,662-100%$414.6K$0-$414.6K2026-10-09
Factor Wealth Management LTD
CLOSED01,123-1,123-100%$272.2K$0-$272.2K2026-10-08
First American Bank
CLOSED01,100-1,100-100%$266.7K$0-$266.7K2026-10-27
CPR Investments Inc.
CLOSED01,053-1,053-100%$255.3K$0-$255.3K2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED01,025-1,025-100%$248.5K$0-$248.5K2026-10-27
Albion Financial Group
CLOSED01,021-1,021-100%$247.5K$0-$247.5K2026-10-21
Accredited Investor Services, LLC
CLOSED0989-989-100%$239.8K$0-$239.8K2026-10-22
Foundry Financial Group, Inc.
CLOSED0933-933-100%$226.2K$0-$226.2K2026-10-28
Absolute Capital Management, LLC
CLOSED0836-836-100%$202.8K$0-$202.8K2026-10-16
Robinswood Financial LLC
CLOSED0691-691-100%$167.6K$0-$167.6K2026-10-20
Gill Capital Partners, LLC
CLOSED0450-450-100%$109.1K$0-$109.1K2026-10-13
Park National Corp
CLOSED0385-385-100%$93.3K$0-$93.3K2026-10-05
Cornerstone Planning Group LLC
CLOSED0282-282-100%$69.7K$0-$69.7K2026-10-16
LifeSteps Financial, Inc.
CLOSED0256-256-100%$62.1K$0-$62.1K2026-10-15
MB, Levis & Associates, LLC
CLOSED0164-164-100%$39.8K$0-$39.8K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0106-106-100%$25.7K$0-$25.7K2026-10-14
Milestone Investment Advisors LLC
CLOSED060-60-100%$14.5K$0-$14.5K2026-11-05
Brooklyn FI, LLC
CLOSED040-40-100%$9.9K$0-$9.9K2026-11-05
Tucker Asset Management LLC
CLOSED025-25-100%$6.1K$0-$6.1K2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$345.9K$1.0M+$680.5K2026-10-29
Bank of America Corp
N/A—44,711,921-44,711,921-100%$10.8B———
Morgan Stanley
N/A—40,662,951-40,662,951-100%$9.9B———
Goldman Sachs Group Inc
N/A—11,508,393-11,508,393-100%$2.8B———
FMR LLC
N/A—8,896,508-8,896,508-100%$2.2B———
Ameriprise Financial Inc
N/A—8,644,566-8,644,566-100%$2.1B———
JPMorgan Chase & Co
N/A—8,498,901-8,498,901-100%$2.1B———
Financial Engines Advisors L.L.C.
N/A—7,898,903-7,898,903-100%$1.9B———
Envestnet Asset Management Inc
N/A—6,717,263-6,717,263-100%$1.6B———
UBS Group AG
N/A—6,325,816-6,325,816-100%$1.5B———
Baird Financial Group, Inc.
N/A—6,192,377-6,192,377-100%$1.5B———
Wells Fargo & Company
N/A—5,686,036-5,686,036-100%$1.4B———
Raymond James Financial Inc
N/A—5,232,373-5,232,373-100%$1.3B———
Northern Trust Corp
N/A—4,160,192-4,160,192-100%$1.0B———
LPL Financial LLC
N/A—4,042,964-4,042,964-100%$980.1M———
M&T Bank Corp
N/A—3,793,923-3,793,923-100%$919.8M———
PNC Financial Services Group, Inc.
N/A—3,411,025-3,411,025-100%$826.9M———
Pinnacle Financial Partners, Inc.
N/A—3,257,065-3,257,065-100%$789.6M———
Prudential Financial Inc
N/A—3,107,712-3,107,712-100%$753.4M———
Jones Financial Companies Lllp
N/A—2,718,123-2,718,123-100%$659.8M———
Royal Bank of Canada
N/A—2,187,427-2,187,427-100%$530.3M———
Jasper Ridge Partners, L.P.
N/A—2,045,358-2,045,358-100%$495.9M———
Stifel Financial Corp
N/A—1,821,926-1,821,926-100%$441.7M———
Rockefeller Capital Management L.P.
N/A—1,534,580-1,534,580-100%$372.0M———
Focus Partners Wealth
N/A—1,416,627-1,416,627-100%$343.4M———
Cetera Investment Advisers
N/A—1,245,656-1,245,656-100%$302.0M———
Natixis Advisors, LLC
N/A—1,187,387-1,187,387-100%$287.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,093,500-1,093,500-100%$265.1M———
HighTower Advisors, LLC
N/A—1,041,916-1,041,916-100%$252.6M———
Cerity Partners LLC
N/A—848,030-848,030-100%$205.6M———
Osaic Holdings, Inc.
N/A—785,470-785,470-100%$190.4M———
Victory Capital Management Inc
N/A—742,315-742,315-100%$180.0M———
Brown Advisory Inc
N/A—730,583-730,583-100%$177.1M———
Dynasty Wealth Management, LLC
N/A—725,606-725,606-100%$175.9M———
Circle Wealth Management, LLC
N/A—672,670-672,670-100%$163.1M———
Commerce Bank
N/A—663,733-663,733-100%$160.9M———
Franklin Resources Inc
N/A—663,216-663,216-100%$160.8M———
Tiaa Wealth Investment Management LLC
N/A—636,075-636,075-100%$154.4M———
1ST Source Bank
N/A—632,344-632,344-100%$153.3M———
Stephens Inc
N/A—593,962-593,962-100%$144.0M———
Pathstone Holdings, LLC
N/A—480,631-480,631-100%$116.5M———
Captrust Financial Advisors
N/A—461,550-461,550-100%$111.9M———
Mariner, LLC
N/A—453,552-453,552-100%$110.0M———
Northwestern Mutual Wealth Management Co
N/A—414,670-414,670-100%$100.5M———
Waverly Advisors, LLC
N/A—392,600-392,600-100%$95.2M———
MAI Capital Management
N/A—382,514-382,514-100%$92.7M———
Steward Partners Investment Advisory, LLC
N/A—382,011-382,011-100%$92.6M———
Alliancebernstein L.P.
N/A—362,548-362,548-100%$77.5M———
Bank of Nova Scotia
N/A—360,680-360,680-100%$87.4M———
Moneta Group Investment Advisors LLC
N/A—353,038-353,038-100%$85.6M———
BlackRock, Inc.
N/A—337,493-337,493-100%$81.8M———
Cresset Asset Management, LLC
N/A—327,952-327,952-100%$79.5M———
EP Wealth Advisors, LLC
N/A—319,919-319,919-100%$77.6M———
Nuveen, LLC
N/A—319,031-319,031-100%$77.3M———
Private Advisor Group, LLC
N/A—309,791-309,791-100%$75.1M———
BNP Paribas Financial Markets
N/A—307,073-307,073-100%$74.4M———
MML Investors Services, LLC
N/A—304,240-304,240-100%$73.8M———
Bank of Montreal
N/A—301,351-301,351-100%$73.1M———
Caisse de Depot ET Placement DU Quebec
N/A—281,975-281,975-100%$68.4M———
Janney Montgomery Scott LLC
N/A—269,580-269,580-100%$65.4M———
Beacon Pointe Advisors, LLC
N/A—261,551-261,551-100%$63.4M———
Mercer Global Advisors Inc
N/A—257,408-257,408-100%$62.4M———
Bridges Investment Management Inc
N/A—253,556-253,556-100%$61.5M———
Blair William & Co
N/A—232,981-232,981-100%$56.5M———
CIBC Bancorp USA Inc.
N/A—220,733-220,733-100%$53.5M———
AQR Capital Management LLC
N/A—211,834-211,834-100%$51.4M———
Comprehensive Financial Management LLC
N/A—210,233-210,233-100%$51.0M———
Wind River Trust Co
N/A—207,228-207,228-100%$50.2M———
Legacy Edge Advisors, LLC
N/A—207,147-207,147-100%$50.2M———
Saudi Central Bank
N/A—178,016-178,016-100%$44.2M———
Arax Advisory Partners
N/A—165,039-165,039-100%$40.0M———
American Century Companies Inc
N/A—158,923-158,923-100%$38.5M———
Quantinno Capital Management LP
N/A—156,169-156,169-100%$37.9M———
Ellenbecker Investment Group
N/A—155,500-155,500-100%$37.7M———
HSBC Holdings PLC
N/A—151,925-151,925-100%$36.8M———
Savant Capital, LLC
N/A—147,184-147,184-100%$35.8M———
Silvercrest Asset Management Group LLC
N/A—145,301-145,301-100%$35.2M———
Objectivity Squared, LLC
N/A—144,543-144,543-100%$35.0M———
Equitable Holdings, Inc.
N/A—140,095-140,095-100%$34.0M———
Sanctuary Advisors, LLC
N/A—138,965-138,965-100%$33.7M———
Massachusetts Financial Services Co
N/A—129,437-129,437-100%$31.4M———
Boston Partners
N/A—127,621-127,621-100%$31.0M———
RWA Wealth Partners, LLC
N/A—127,277-127,277-100%$30.9M———
Westwood Holdings Group Inc
N/A—122,810-122,810-100%$29.8M———
Modern Wealth Management, LLC
N/A—122,334-122,334-100%$29.7M———
Clearstead Advisors, LLC
N/A—117,742-117,742-100%$28.5M———
GTS Securities LLC
N/A—116,951-116,951-100%$28.4M———
Gotham Asset Management, LLC
N/A—116,884-116,884-100%$28.3M———
NewEdge Advisors, LLC
N/A—116,785-116,785-100%$28.3M———
BTC Capital Management, Inc.
N/A—114,711-114,711-100%$27.8M———
Stratos Investment Management, LLC
N/A—104,385-104,385-100%$25.3M———
Stratos Wealth Partners, Ltd.
N/A—102,975-102,975-100%$25.0M———
United Capital Financial Advisors, LLC
N/A—100,602-100,602-100%$24.4M———
Arkadios Wealth Advisors
N/A—98,500-98,500-100%$23.9M———
Bleakley Financial Group, LLC
N/A—98,484-98,484-100%$23.9M———
Great Valley Advisor Group, Inc.
N/A—94,896-94,896-100%$23.0M———
CM Wealth Advisors LLC
N/A—94,592-94,592-100%$22.9M———
SlateStone Wealth, LLC
N/A—92,514-92,514-100%$22.4M———
Envestnet Portfolio Solutions, Inc.
N/A—92,318-92,318-100%$22.4M———
Westshore Wealth, LLC
N/A—90,319-90,319-100%$21.9M———
SEI Investments Co
N/A—89,848-89,848-100%$21.8M———
Summit Financial, LLC
N/A—87,331-87,331-100%$21.2M———
Independent Family Office, LLC
N/A—86,163-86,163-100%$20.9M———
Voya Investment Management LLC
N/A—85,612-85,612-100%$20.8M———
Wealthspire Advisors, LLC
N/A—85,448-85,448-100%$20.7M———
Integrated Investment Consultants, LLC
N/A—84,176-84,176-100%$20.4M———
Zacks Investment Management
N/A—81,486-81,486-100%$19.8M———
Keel Point, LLC
N/A—80,834-80,834-100%$19.6M———
Napier Financial, LLC
N/A—80,154-80,154-100%$19.4M———
&partners
N/A—78,265-78,265-100%$19.0M———
Tudor Investment Corp ET AL
N/A—76,311-76,311-100%$18.5M———
NorthCoast Asset Management LLC
N/A—75,245-75,245-100%$18.2M———
Callan Family Office, LLC
N/A—73,717-73,717-100%$17.9M———
Bitterroot Capital Advisors LLC
N/A—72,440-72,440-100%$17.6M———
Private Advisory Group LLC
N/A—71,874-71,874-100%$17.4M———
Bessemer Group Inc
N/A—71,209-71,209-100%$17.2M———
Integrated Wealth Concepts LLC
N/A—69,220-69,220-100%$16.8M———
Meramec Financial Planners, LLC
N/A—68,485-68,485-100%$17.1M———
Citadel Advisors LLC
N/A—67,594-67,594-100%$16.4M———
O'shaughnessy Asset Management, LLC
N/A—63,113-63,113-100%$15.3M———
Aptus Capital Advisors, LLC
N/A—61,322-61,322-100%$14.9M———
Arete Wealth Advisors, LLC
N/A—61,285-61,285-100%$14.9M———
Insight 2811, Inc.
N/A—61,000-61,000-100%$14.8M———
Neuberger Berman Group LLC
N/A—60,827-60,827-100%$14.7M———
Glenmede Trust Co NA
N/A—58,890-58,890-100%$14.3M———
Summit Wealth & Retirement Planning, Inc.
N/A—58,572-58,572-100%$14.2M———
IEQ Capital, LLC
N/A—57,583-57,583-100%$14.0M———
Orion Porfolio Solutions, LLC
N/A—57,185-57,185-100%$13.9M———
First National Bank of Omaha
N/A—57,068-57,068-100%$13.9M———
Aristotle Capital Management, LLC
N/A—55,774-55,774-100%$13.5M———
Haverford Trust Co
N/A—55,569-55,569-100%$13.5M———
NewEdge Wealth, LLC
N/A—53,283-53,283-100%$12.9M———
Nwam LLC
N/A—51,908-51,908-100%$12.6M———
D. E. Shaw & Co., Inc.
N/A—50,576-50,576-100%$12.3M———
Snowden Capital Advisors LLC
N/A—50,573-50,573-100%$12.3M———
Foster & Motley Inc
N/A—50,563-50,563-100%$12.3M———
UBS Asset Management Americas LLC
N/A—49,697-49,697-100%$12.0M———
Diversified Trust Co
N/A—48,614-48,614-100%$11.8M———
Tradition Wealth Management, LLC
N/A—47,811-47,811-100%$11.6M———
Webster Bank, N. A.
N/A—47,432-47,432-100%$11.5M———
SCS Capital Management LLC
N/A—47,373-47,373-100%$11.5M———
Argent Trust Co
N/A—47,224-47,224-100%$11.4M———
Pinebridge Investments LLC
N/A—45,508-45,508-100%$11.0M———
NorthRock Partners, LLC
N/A—45,467-45,467-100%$11.0M———
Hancock Whitney Corp
N/A—45,243-45,243-100%$11.0M———
Allworth Financial LP
N/A—44,387-44,387-100%$10.8M———
Johnson Investment Counsel Inc
N/A—42,924-42,924-100%$10.4M———
Huntington National Bank
N/A—42,824-42,824-100%$10.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—41,888-41,888-100%$10.2M———
Fidelis Capital Partners, LLC
N/A—41,597-41,597-100%$10.1M———
HBK Sorce Advisory LLC
N/A—41,441-41,441-100%$10.6M———
Wellspring Financial Advisors, LLC
N/A—41,227-41,227-100%$10.0M———
Johnson Financial Group, Inc.
N/A—41,024-41,024-100%$9.9M———
Oxford Financial Group, Ltd. LLC
N/A—40,538-40,538-100%$9.8M———
TCW Group Inc
N/A—40,328-40,328-100%$9.8M———
Two Sigma Investments, LP
N/A—39,173-39,173-100%$9.5M———
Advisory Services Network, LLC
N/A—39,025-39,025-100%$9.5M———
Quent Capital, LLC
N/A—38,938-38,938-100%$9.4M———
Ironwood Investment Counsel, LLC
N/A—38,693-38,693-100%$9.4M———
Ameritas Advisory Services, LLC
N/A—38,352-38,352-100%$9.3M———
Ausdal Financial Partners, Inc.
N/A—37,942-37,942-100%$9.2M———
Stratos Wealth Advisors, LLC
N/A—37,836-37,836-100%$9.2M———
Waterloo Capital, L.P.
N/A—37,287-37,287-100%$9.0M———
Alexis Investment Partners, LLC
N/A—37,106-37,106-100%$9.0M———
Global Retirement Partners, LLC
N/A—36,980-36,980-100%$9.0M———
Sierra Capital LLC
N/A—36,928-36,928-100%$9.0M———
Prosperity Consulting Group, LLC
N/A—36,273-36,273-100%$8.8M———
Savvy Advisors, Inc.
N/A—36,204-36,204-100%$8.8M———
Dimension Capital Management LLC
N/A—35,903-35,903-100%$8.7M———
Astoria Strategic Wealth, Inc.
N/A—35,283-35,283-100%$8.6M———
Kingsview Wealth Management, LLC
N/A—35,076-35,076-100%$8.5M———
Hirtle & Co., LLC
N/A—35,009-35,009-100%$8.5M———
Widmann Financial Services, Inc.
N/A—34,728-34,728-100%$8.4M———
Pointe Capital Management LLC
N/A—34,534-34,534-100%$8.4M———
OneDigital Investment Advisors LLC
N/A—33,912-33,912-100%$8.2M———
CIBC World Market Inc.
N/A—33,296-33,296-100%$8.1M———
TPG Financial Advisors, LLC
N/A—32,922-32,922-100%$8.0M———
Gladstone Institutional Advisory LLC
N/A—32,449-32,449-100%$7.9M———
Retirement Income Solutions, Inc
N/A—32,403-32,403-100%$6.9M———
Toronto Dominion Bank
N/A—31,915-31,915-100%$7.7M———
MetLife Investment Management, LLC
N/A—31,700-31,700-100%$7.7M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—31,668-31,668-100%$7.7M———
M.D. Sass, LLC
N/A—31,554-31,554-100%$7.6M———
AlTi Global, Inc.
N/A—31,463-31,463-100%$7.6M———
Millennium Management LLC
N/A—31,331-31,331-100%$7.6M———
Ballentine Partners, LLC
N/A—31,161-31,161-100%$7.6M———
Composition Wealth, LLC
N/A—31,037-31,037-100%$7.5M———
Loomis Sayles & Co L P
N/A—30,891-30,891-100%$7.5M———
Baker Avenue Asset Management, LP
N/A—30,294-30,294-100%$7.3M———
Tiaa Trust, National Association
N/A—30,146-30,146-100%$7.3M———
Whittier Trust Co
N/A—30,065-30,065-100%$7.4M———
Level Four Advisory Services, LLC
N/A—29,871-29,871-100%$7.2M———
Hardy Reed LLC
N/A—29,678-29,678-100%$7.2M———
MidFirst Bank
N/A—29,677-29,677-100%$7.2M———
Great Lakes Advisors, LLC
N/A—28,654-28,654-100%$6.9M———
Disciplined Investments, LLC
N/A—28,624-28,624-100%$6.9M———
Estate Counselors, LLC
N/A—28,438-28,438-100%$6.9M———
Brand Asset Management Group, Inc.
N/A—28,171-28,171-100%$6.8M———
Vanguard National Trust Co
N/A—28,061-28,061-100%$6.8M———
Rothschild Investment LLC
N/A—28,046-28,046-100%$6.8M———
Next Capital Management LLC
N/A—27,975-27,975-100%$6.8M———
Whittier Trust Co of Nevada Inc
N/A—27,352-27,352-100%$6.8M———
Brightwater Advisory LLC
N/A—27,281-27,281-100%$6.6M———
IHT Wealth Management, LLC
N/A—27,244-27,244-100%$6.6M———
Klcm Advisors, Inc.
N/A—27,218-27,218-100%$6.6M———
Sequoia Financial Advisors, LLC
N/A—26,936-26,936-100%$6.5M———
Valmark Advisers, Inc.
N/A—26,772-26,772-100%$6.5M———
Eagle Capital Management LLC
N/A—26,571-26,571-100%$6.4M———
Community Bank, N.A.
N/A—26,209-26,209-100%$6.4M———
Potentia Wealth
N/A—26,143-26,143-100%$6.3M———
SG Americas Securities, LLC
N/A—26,141-26,141-100%$6.3M———
Brown Brothers Harriman & Co
N/A—26,116-26,116-100%$6.3M———
Aureus Asset Management, LLC
N/A—25,814-25,814-100%$6.3M———
Paladin Advisory Group, LLC
N/A—24,818-24,818-100%$6.0M———
Merit Financial Group, LLC
N/A—24,782-24,782-100%$6.0M———
Rehmann Capital Advisory Group
N/A—24,249-24,249-100%$5.9M———
Monetary Management Group Inc
N/A—24,227-24,227-100%$5.9M———
Rhumbline Advisers
N/A—24,202-24,202-100%$5.9M———
Castleark Management LLC
N/A—24,040-24,040-100%$5.8M———
JMG Financial Group, Ltd.
N/A—23,936-23,936-100%$5.8M———
Alta Wealth Advisors LLC
N/A—23,549-23,549-100%$5.7M———
Cornerstone Advisory, LLC
N/A—23,407-23,407-100%$5.7M———
Buffalo Business & Estate Services LTD
N/A—23,120-23,120-100%$5.6M———
Dorsey & Whitney Trust Co LLC
N/A—22,996-22,996-100%$5.6M———
Stock Yards Bank & Trust Co
N/A—22,921-22,921-100%$5.6M———
Kintra Wealth, LLC
N/A—22,795-22,795-100%$5.9M———
Broadview Financial Management, LLC
N/A—22,758-22,758-100%$5.5M———
Tanglewood Legacy Advisors, LLC
N/A—22,694-22,694-100%$5.5M———
Riverview Capital Advisers, LLC
N/A—22,453-22,453-100%$5.4M———
Asset Management Group, Inc.
N/A—22,264-22,264-100%$5.4M———
One Capital Management, LLC
N/A—22,192-22,192-100%$4.7M———
Atlantic Union Bankshares Corp
N/A—22,144-22,144-100%$5.4M———
Vestmark Advisory Solutions, Inc.
N/A—21,882-21,882-100%$5.3M———
Smith, Moore & Co.
N/A—21,582-21,582-100%$5.2M———
Mutual Advisors, LLC
N/A—21,377-21,377-100%$5.2M———
Tolleson Wealth Management, Inc.
N/A—20,958-20,958-100%$5.1M———
Caprock Group, LLC
N/A—20,547-20,547-100%$5.0M———
Focus Partners Advisor Solutions, LLC
N/A—20,486-20,486-100%$5.0M———
Permanens Capital L.P.
N/A—20,400-20,400-100%$4.9M———
UMB Bank, n.a.
N/A—19,806-19,806-100%$4.8M———
Legal & General Group Plc
N/A—19,753-19,753-100%$4.8M———
Chilton Investment Co Inc.
N/A—19,736-19,736-100%$4.8M———
Serenus Wealth Advisors, LLC
N/A—19,223-19,223-100%$4.7M———
Stillwater Capital Advisors, LLC
N/A—19,085-19,085-100%$4.6M———
Smartleaf Asset Management LLC
N/A—19,067-19,067-100%$4.6M———
Tandem Financial, LLC
N/A—18,731-18,731-100%$4.5M———
Holistic Financial Partners
N/A—18,284-18,284-100%$4.4M———
Nicolet Bankshares Inc
N/A—18,273-18,273-100%$4.5M———
Wealthspan Partners, LLC
N/A—18,048-18,048-100%$4.4M———
Goodman Financial Corp
N/A—17,805-17,805-100%$4.3M———
Essex Financial Services, Inc.
N/A—17,721-17,721-100%$4.3M———
Icon Wealth Advisors, LLC
N/A—17,347-17,347-100%$4.2M———
Tobias Financial Advisors, Inc.
N/A—16,320-16,320-100%$4.0M———
Empowered Funds, LLC
N/A—16,243-16,243-100%$3.9M———
Twin Focus Capital Partners, LLC
N/A—16,206-16,206-100%$3.9M———
Ancora Advisors LLCA
N/A—16,141-16,141-100%$3.9M———
Cambria Investment Management, L.P.
N/A—16,076-16,076-100%$3.9M———
AE Wealth Management LLC
N/A—15,936-15,936-100%$3.9M———
Cary Street Partners Financial LLC
N/A—15,931-15,931-100%$3.9M———
Western Wealth Management, LLC
N/A—15,809-15,809-100%$3.8M———
Game Plan Financial Advisors, LLC
N/A—15,705-15,705-100%$3.8M———
Azimuth Capital Investment Management LLC
N/A—15,567-15,567-100%$3.8M———
Zions Bancorporation, National Association
N/A—15,201-15,201-100%$3.7M———
Resurgent Financial Advisors LLC
N/A—14,929-14,929-100%$3.6M———
Peapack Gladstone Financial Corp
N/A—14,721-14,721-100%$3.5M———
WCG Wealth Advisors LLC
N/A—14,582-14,582-100%$3.5M———
SOA Wealth Advisors, Llc.
N/A—13,925-13,925-100%$3.4M———
Castle Wealth Management LLC
N/A—13,909-13,909-100%$3.4M———
SIG Brokerage, LP
N/A—13,889-13,889-100%$3.4M———
Q3 Asset Management
N/A—13,798-13,798-100%$3.3M———
Flputnam Investment Management Co
N/A—13,260-13,260-100%$3.2M———
Mosaic Family Wealth Partners, LLC
N/A—13,257-13,257-100%$3.2M———
Tocqueville Asset Management L.P.
N/A—13,133-13,133-100%$3.2M———
Strategic Wealth Advisors LLC
N/A—13,076-13,076-100%$2.8K———
Centennial Bank
N/A—13,068-13,068-100%$3.2M———
Donald Smith & Co., Inc.
N/A—13,000-13,000-100%$3.2M———
Pure Financial Advisors, LLC
N/A—12,811-12,811-100%$3.1M———
Berkshire Asset Management LLC
N/A—12,804-12,804-100%$3.1M———
Quantum Portfolio Management LLC
N/A—12,660-12,660-100%$3.1M———
Osborne Partners Capital Management, LLC
N/A—12,583-12,583-100%$3.1M———
Capital World Investors
N/A—12,556-12,556-100%$3.0M———
IFG Advisory, LLC
N/A—12,382-12,382-100%$3.0M———
World Investment Advisors
N/A—12,011-12,011-100%$2.6M———
49 Wealth Management, LLC
N/A—11,983-11,983-100%$2.9M———
Alongside, LLC
N/A—11,983-11,983-100%$2.9M———
Star Financial Bank
N/A—11,730-11,730-100%$2.8M———
Xcelsior Advisor Partners LLC
N/A—11,724-11,724-100%$2.8M———
Dana Investment Advisors, Inc.
N/A—11,629-11,629-100%$2.8M———
PlanVest Financial, Inc
N/A—11,448-11,448-100%$2.8M———
Founders Financial Alliance, LLC
N/A—11,436-11,436-100%$2.8M———
Capital International Investors
N/A—11,416-11,416-100%$2.8M———
SouthState Bank Corp
N/A—11,207-11,207-100%$2.7M———
Advocacy Wealth Management, LLC
N/A—11,180-11,180-100%$2.7M———
Regal Investment Advisors LLC
N/A—11,000-11,000-100%$2.7M———
Gamco Investors, Inc. ET AL
N/A—11,000-11,000-100%$2.7M———
New Age Alpha Advisors, LLC
N/A—10,985-10,985-100%$2.7M———
Insigneo Advisory Services, LLC
N/A—10,781-10,781-100%$2.6M———
Monograph Wealth Advisors, LLC
N/A—10,618-10,618-100%$2.6M———
Spirepoint Private Client, LLC
N/A—10,595-10,595-100%$2.6M———
Atalanta Sosnoff Capital, LLC
N/A—10,580-10,580-100%$2.6M———
Iconiq Capital, LLC
N/A—10,489-10,489-100%$2.5M———
Index Technologies Group LLC
N/A—10,418-10,418-100%$2.5M———
FAS Wealth Partners, Inc.
N/A—10,269-10,269-100%$2.5M———
Highland Investment Advisors LLC
N/A—10,253-10,253-100%$2.5M———
Evercore Wealth Management, LLC
N/A—10,223-10,223-100%$2.5M———
Intrepid Financial Planning Group LLC
N/A—10,182-10,182-100%$2.5M———
BBR Partners, LLC
N/A—10,159-10,159-100%$2.5M———
First Foundation Advisors
N/A—10,114-10,114-100%$2.5M———
Clarion Wealth Managment Partners, LLC
N/A—9,983-9,983-100%$2.4M———
American Trust
N/A—9,916-9,916-100%$2.4M———
Marshall Wace, LLP
N/A—9,753-9,753-100%$2.4M———
Qube Research & Technologies Ltd
N/A—9,736-9,736-100%$2.4M———
Granite Harbor Advisors, Inc.
N/A—9,687-9,687-100%$2.3M———
First Western Trust Bank
N/A—9,592-9,592-100%$2.3M———
Quotient Wealth Partners, LLC
N/A—9,558-9,558-100%$2.3M———
Geneos Wealth Management Inc.
N/A—9,499-9,499-100%$2.3M———
Foundations Investment Advisors, LLC
N/A—9,357-9,357-100%$2.3M———
Vista Capital Partners, Inc.
N/A—9,239-9,239-100%$2.2M———
Summit Trail Advisors, LLC
N/A—9,163-9,163-100%$2.2M———
Deutsche Bank Ag\
N/A—9,091-9,091-100%$2.2M———
Fisher Asset Management, LLC
N/A—9,033-9,033-100%$2.2M———
Mayport, LLC
N/A—8,910-8,910-100%$2.2M———
Burling Wealth Partners, LLC
N/A—8,833-8,833-100%$2.1M———
Vigil Wealth Management, LLC
N/A—8,748-8,748-100%$2.1M———
Edgestream Partners, L.P.
N/A—8,647-8,647-100%$2.1M———
Bartlett & Co. Wealth Management LLC
N/A—8,631-8,631-100%$2.1M———
Eldridge Investment Advisors, Inc.
N/A—8,630-8,630-100%$2.1M———
Earned Wealth Advisors, LLC
N/A—8,623-8,623-100%$2.1M———
RiverGlades Family Offices LLC
N/A—8,565-8,565-100%$2.1M———
Intrust Bank NA
N/A—8,399-8,399-100%$2.0M———
Perennial Investment Advisors, LLC
N/A—8,200-8,200-100%$2.0M———
IFC Advisors LLC
N/A—8,123-8,123-100%$2.0M———
Freestone Capital Holdings, LLC
N/A—8,038-8,038-100%$1.9M———
Bruce G. Allen Investments, LLC
N/A—8,026-8,026-100%$1.9M———
Tower Bridge Advisors
N/A—8,000-8,000-100%$1.9M———
Sound View Wealth Advisors Group, LLC
N/A—7,919-7,919-100%$1.9M———
BFC Planning, Inc.
N/A—7,873-7,873-100%$1.9M———
Fiduciary Trust Co
N/A—7,721-7,721-100%$1.9M———
First Manhattan Co. Llc.
N/A—7,692-7,692-100%$1.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—7,509-7,509-100%$1.8M———
Wealth Alliance, LLC
N/A—7,455-7,455-100%$1.8M———
Cardiff Park Advisors, LLC
N/A—7,444-7,444-100%$1.8M———
Maxele Advisors, LLC
N/A—7,430-7,430-100%$1.8M———
XTX Topco Ltd
N/A—7,398-7,398-100%$1.8M———
Clifford Group, LLC
N/A—7,358-7,358-100%$1.8M———
Jordan Park Group LLC
N/A—7,355-7,355-100%$1.8M———
Paragon Financial Partners, Inc.
N/A—7,298-7,298-100%$1.8M———
Harbour Investments, Inc.
N/A—7,294-7,294-100%$1.8M———
Ethos Financial Group, LLC
N/A—7,276-7,276-100%$1.8M———
Banque Cantonale Vaudoise
N/A—7,179-7,179-100%$1.7M———
DV Trading LLC
N/A—7,029-7,029-100%$1.7M———
Vulcan Value Partners, LLC
N/A—7,011-7,011-100%$1.7M———
Wick Capital Partners, LLC
N/A—6,996-6,996-100%$1.7M———
Manhattan West Asset Management, LLC
N/A—6,917-6,917-100%$1.7M———
BHK Investment Advisors, LLC
N/A—6,806-6,806-100%$1.6M———
American Financial Advisors, LLC
N/A—6,752-6,752-100%$1.6M———
West Michigan Advisors, LLC
N/A—6,728-6,728-100%$1.6M———
Northstar Group, Inc.
N/A—6,697-6,697-100%$1.6M———
National Philanthropic Trust
N/A—6,690-6,690-100%$1.6M———
Guardian Wealth Advisors, LLC / NC
N/A—6,671-6,671-100%$1.6M———
Anchor Investment Management, LLC
N/A—6,654-6,654-100%$1.6M———
Becker Capital Management Inc
N/A—6,578-6,578-100%$1.6M———
Bluespring Wealth Management, LLC
N/A—6,550-6,550-100%$1.6M———
First National Bank & Trust Co of Newtown
N/A—6,514-6,514-100%$1.6M———
Colonial Trust Co / SC
N/A—6,391-6,391-100%$1.5M———
Bradley Foster & Sargent Inc
N/A—6,349-6,349-100%$1.5M———
Cascade Wealth Advisors, Inc
N/A—6,117-6,117-100%$1.6M———
F/m Investments LLC
N/A—6,098-6,098-100%$1.5M———
TFO Wealth Partners, LLC
N/A—6,081-6,081-100%$1.5M———
Twin Peaks Wealth Advisors, LLC
N/A—6,070-6,070-100%$1.5M———
Ellevest, Inc.
N/A—6,000-6,000-100%$1.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—5,999-5,999-100%$1.5M———
Bogart Wealth, LLC
N/A—5,983-5,983-100%$1.5M———
Main Street Financial Solutions, LLC
N/A—5,967-5,967-100%$1.4M———
Russell Investments Group, Ltd.
N/A—5,906-5,906-100%$1.4M———
VeraBank, N.A.
N/A—5,884-5,884-100%$1.4M———
Erste Asset Management GmbH
N/A—5,870-5,870-100%$1.4M———
Dakota Wealth Management
N/A—5,813-5,813-100%$1.4M———
Choate Investment Advisors
N/A—5,786-5,786-100%$1.4M———
Mount Lucas Management LP
N/A—5,771-5,771-100%$1.4M———
Thomasville National Bank
N/A—5,761-5,761-100%$1.4M———
Proficio Capital Partners LLC
N/A—5,761-5,761-100%$1.4M———
Walsh & Associates, LLC
N/A—5,702-5,702-100%$1.4M———
Stonebridge Financial Group, LLC / MO
N/A—5,693-5,693-100%$1.4M———
Daybright Advisory Services, Inc.
N/A—5,675-5,675-100%$1.4M———
LRI Investments, LLC
N/A—5,673-5,673-100%$1.4M———
Colter Lewis Investment Partners LLC
N/A—5,670-5,670-100%$1.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,599-5,599-100%$1.4M———
Fort Point Capital Partners LLC
N/A—5,580-5,580-100%$1.4M———
Investment Advisory Group, LLC
N/A—5,573-5,573-100%$1.4M———
Belpointe Asset Management LLC
N/A—5,525-5,525-100%$1.3M———
BCI Securities, Inc.
N/A—5,471-5,471-100%$1.3M———
Bedel Financial Consulting, Inc.
N/A—5,469-5,469-100%$1.3M———
Coldstream Capital Management Inc
N/A—5,411-5,411-100%$1.3M———
Vawter Financial, Ltd.
N/A—5,399-5,399-100%$1.3M———
Zhang Financial LLC
N/A—5,366-5,366-100%$1.3M———
Staley Capital Advisers Inc
N/A—5,358-5,358-100%$1.3M———
Alteri Wealth LLC
N/A—5,338-5,338-100%$1.3M———
Stonebridge Financial Planning Group, LLC
N/A—5,328-5,328-100%$1.3M———
Core Wealth Advisors, Inc.
N/A—5,314-5,314-100%$1.3M———
PFG Investments, LLC
N/A—5,304-5,304-100%$1.3M———
Baron Silver Stevens Financial Advisors, LLC
N/A—5,193-5,193-100%$1.3M———
QRG Capital Management, Inc.
N/A—5,180-5,180-100%$1.3M———
Bonfire Financial
N/A—5,172-5,172-100%$1.3M———
R.H. Investment Group, LLC
N/A—5,162-5,162-100%$1.3M———
First Trust Advisors LP
N/A—5,148-5,148-100%$1.2M———
Vanguard Personalized Indexing Management, LLC
N/A—5,123-5,123-100%$1.2M———
BSW Wealth Partners
N/A—5,098-5,098-100%$1.2M———
S&CO Inc
N/A—5,050-5,050-100%$1.2M———
Curi Capital, LLC
N/A—5,031-5,031-100%$1.2M———
Nvest Financial, LLC
N/A—4,867-4,867-100%$1.2M———
HighPoint Advisor Group LLC
N/A—4,839-4,839-100%$1.2M———
Capital Group Private Client Services, Inc.
N/A—4,826-4,826-100%$1.2M———
Warner Group LLC
N/A—4,788-4,788-100%$1.2M———
Aspen Grove Capital, LLC
N/A—4,730-4,730-100%$1.1M———
Aegis Wealth Management LLC
N/A—4,699-4,699-100%$1.1M———
Cascade Financial Partners, LLC
N/A—4,686-4,686-100%$1.1M———
Bridgewater Advisors Inc.
N/A—4,663-4,663-100%$1.2M———
Clark Capital Management Group, Inc.
N/A—4,661-4,661-100%$1.1M———
Es4, LLC
N/A—4,654-4,654-100%$1.1M———
RiverFront Investment Group, LLC
N/A—4,608-4,608-100%$1.1M———
Susquehanna International Group, LLP
N/A—4,601-4,601-100%$1.1M———
CreativeOne Wealth, LLC
N/A—4,581-4,581-100%$1.1M———
MOR Wealth Management, LLC
N/A—4,550-4,550-100%$1.1M———
Fiducient Advisors LLC
N/A—4,502-4,502-100%$1.1M———
Roehl & Yi Investment Advisors, LLC
N/A—4,457-4,457-100%$1.1M———
Personal CFO Solutions, LLC
N/A—4,422-4,422-100%$1.1M———
Quadrature Capital Ltd
N/A—4,419-4,419-100%$1.1M———
Regimen Wealth, LLC
N/A—4,410-4,410-100%$1.1M———
Advisors Capital Management, LLC
N/A—4,376-4,376-100%$1.1M———
Vanguard Advisers Inc
N/A—4,359-4,359-100%$1.1M———
Park Place Capital Corp
N/A—4,351-4,351-100%$1.1M———
Pgim Custom Harvest LLC
N/A—4,314-4,314-100%$1.0M———
Barnett & Company, Inc.
N/A—4,311-4,311-100%$1.0M———
Magnolia Private Wealth, LLC
N/A—4,302-4,302-100%$1.0M———
German American Bancorp, Inc.
N/A—4,257-4,257-100%$1.0M———
Pacific Financial Group Inc
N/A—4,246-4,246-100%$1.0M———
Price T Rowe Associates Inc
N/A—4,236-4,236-100%$1.0M———
Money Concepts Capital Corp
N/A—4,214-4,214-100%$1.0M———
Partners in Financial Planning
N/A—4,170-4,170-100%$1.0M———
Golden Road Advisors LLC
N/A—4,154-4,154-100%$1.0M———
London Co of Virginia
N/A—4,130-4,130-100%$1.0M———
Principal Securities, Inc.
N/A—4,106-4,106-100%$995.5K———
American Investment Services, Inc.
N/A—4,076-4,076-100%$988.1K———
Mrwm Advisors, LLC
N/A—4,037-4,037-100%$978.7K———
Kelman-Lazarov, Inc.
N/A—4,020-4,020-100%$974.5K———
Lutz Financial Services LLC
N/A—4,010-4,010-100%$972.1K———
Alpha Financial Advisors, LLC
N/A—4,003-4,003-100%$970.5K———
Bantamac Capital, LLC
N/A—4,000-4,000-100%$969.7K———
Logan Capital Management Inc
N/A—4,000-4,000-100%$969.7K———
Hilltop Holdings Inc.
N/A—3,946-3,946-100%$956.6K———
CVA Family Office, LLC
N/A—3,941-3,941-100%$955.4K———
Rothschild Wealth LLC
N/A—3,885-3,885-100%$941.8K———
Magnolia Capital Advisors LLC
N/A—3,866-3,866-100%$937.2K———
Lowery Thomas, LLC
N/A—3,851-3,851-100%$933.6K———
Continuum Advisory, LLC
N/A—3,851-3,851-100%$933.6K———
Eight 31 Financial, LLC
N/A—3,775-3,775-100%$915.2K———
Rice Partnership, LLC
N/A—3,731-3,731-100%$904.5K———
Independent Advisor Alliance
N/A—3,688-3,688-100%$894.1K———
Rockbridge Investment Management, LCC
N/A—3,658-3,658-100%$886.8K———
Legacy Trust
N/A—3,635-3,635-100%$881.2K———
Warner Financial, Inc
N/A—3,627-3,627-100%$879.3K———
Mars Jewett Financial Group, Inc.
N/A—3,579-3,579-100%$867.6K———
Roble, Belko & Company, Inc
N/A—3,559-3,559-100%$863.0K———
Kesler, Norman & Wride, LLC
N/A—3,550-3,550-100%$860.6K———
Texas Yale Capital Corp.
N/A—3,540-3,540-100%$858.2K———
Pitcairn Wealth Advisors LLC
N/A—3,539-3,539-100%$858.0K———
Empire Financial Management Company, LLC
N/A—3,537-3,537-100%$857.5K———
Townsquare Capital LLC
N/A—3,532-3,532-100%$856.3K———
MWA Asset Management
N/A—3,524-3,524-100%$854.3K———
BCS Private Wealth Management, Inc.
N/A—3,515-3,515-100%$852.1K———
Auxano Advisors, LLC
N/A—3,442-3,442-100%$834.4K———
Natural Investments, LLC
N/A—3,435-3,435-100%$832.0K———
EFG International AG
N/A—3,434-3,434-100%$833.4K———
Front Row Advisors LLC
N/A—3,428-3,428-100%$884.2K———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—3,423-3,423-100%$829.8K———
Ground Swell Capital, LLC
N/A—3,419-3,419-100%$828.9K———
Leavell Investment Management, Inc.
N/A—3,410-3,410-100%$826.8K———
Mayflower Financial Advisors, LLC
N/A—3,399-3,399-100%$824.0K———
Jaffetilchin Investment Partners, LLC
N/A—3,397-3,397-100%$823.4K———
Wellington Management Group LLP
N/A—3,378-3,378-100%$818.9K———
Baltimore-Washington Financial Advisors, Inc.
N/A—3,370-3,370-100%$817.1K———
Fort Sheridan Advisors LLC
N/A—3,367-3,367-100%$816.1K———
BankPlus Trust Department
N/A—3,363-3,363-100%$815.3K———
Stonebrook Private Inc.
N/A—3,349-3,349-100%$811.9K———
Melfa Wealth Management, Inc.
N/A—3,278-3,278-100%$794.7K———
Westmount Partners, LLC
N/A—3,261-3,261-100%$790.7K———
Davis R M Inc
N/A—3,244-3,244-100%$786.4K———
Oxbow Advisors, LLC
N/A—3,233-3,233-100%$783.8K———
Heartland Bank & Trust Co
N/A—3,171-3,171-100%$768.7K———
Darwin Wealth Management, LLC
N/A—3,155-3,155-100%$765.0K———
Glassman Wealth Services
N/A—3,144-3,144-100%$762.2K———
Performance Wealth Partners, LLC
N/A—3,141-3,141-100%$761.5K———
Capital Analysts, LLC
N/A—3,139-3,139-100%$761.0K———
Rialto Wealth Management, LLC
N/A—3,136-3,136-100%$760.3K———
Harvest Investment Services, LLC
N/A—3,112-3,112-100%$754.4K———
Morris Financial Concepts, Inc.
N/A—3,101-3,101-100%$751.8K———
Squarepoint Ops LLC
N/A—3,074-3,074-100%$745.2K———
Kirtland Hills Capital Management, LLC
N/A—3,043-3,043-100%$737.7K———
ST Germain D J Co Inc
N/A—3,010-3,010-100%$729.7K———
BOK Financial Private Wealth, Inc.
N/A—3,007-3,007-100%$729.0K———
New Republic Capital, LLC
N/A—3,003-3,003-100%$728.1K———
Tudor Financial Inc.
N/A—2,999-2,999-100%$727.0K———
Axis Wealth Partners, LLC
N/A—2,968-2,968-100%$719.5K———
LM Advisors LLC
N/A—2,941-2,941-100%$713.0K———
Planning Directions Inc
N/A—2,930-2,930-100%$710.2K———
Berkeley Capital Partners, LLC
N/A—2,916-2,916-100%$706.9K———
Fortis Capital Advisors, LLC
N/A—2,915-2,915-100%$706.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,887-2,887-100%$699.8K———
Kovack Advisors, Inc.
N/A—2,886-2,886-100%$700.9K———
Betterment LLC
N/A—2,880-2,880-100%$698.0K———
Spinnaker Trust
N/A—2,879-2,879-100%$698.0K———
Vance Wealth, LLC
N/A—2,877-2,877-100%$697.5K———
Meridian Wealth Advisors, LLC
N/A—2,858-2,858-100%$692.9K———
Klingenstein Fields & Co LP
N/A—2,847-2,847-100%$690.2K———
Invesco Ltd.
N/A—2,844-2,844-100%$689.4K———
Schnieders Capital Management, Llc.
N/A—2,805-2,805-100%$679.9K———
Advyzon Investment Management, LLC
N/A—2,794-2,794-100%$677.4K———
Citizens & Northern Corp
N/A—2,781-2,781-100%$674.2K———
Cahill Financial Advisors Inc
N/A—2,745-2,745-100%$665.4K———
Hanover Advisors Inc
N/A—2,724-2,724-100%$660.4K———
Wealthspire Retirement, LLC
N/A—2,719-2,719-100%$659.2K———
Genesis Wealth Advisors, LLC
N/A—2,713-2,713-100%$657.7K———
Proactive Wealth Strategies LLC
N/A—2,712-2,712-100%$657.7K———
Sovereign Financial Group, Inc.
N/A—2,705-2,705-100%$655.8K———
First Commonwealth Financial Corp
N/A—2,675-2,675-100%$648.5K———
Brogan Financial, Inc.
N/A—2,667-2,667-100%$646.6K———
Cedarwood Wealth LLC
N/A—2,666-2,666-100%$646.4K———
Motco
N/A—2,662-2,662-100%$645.3K———
Coastal Bridge Advisors, LLC
N/A—2,654-2,654-100%$643.5K———
Runnymede Capital Advisors, Inc.
N/A—2,647-2,647-100%$641.7K———
Chicago Wealth Management, Inc.
N/A—2,621-2,621-100%$635.4K———
City National Bank of Florida
N/A—2,616-2,616-100%$634.2K———
Empower Advisory Group, LLC
N/A—2,604-2,604-100%$631.2K———
Mairs & Power Inc
N/A—2,562-2,562-100%$621.1K———
NCM Capital Management, LLC
N/A—2,554-2,554-100%$619.2K———
Quantbot Technologies LP
N/A—2,546-2,546-100%$617.2K———
Benjamin Edwards Inc
N/A—2,521-2,521-100%$611.3K———
Members Trust Co
N/A—2,512-2,512-100%$609.0K———
Operose Advisors LLC
N/A—2,495-2,495-100%$604.7K———
Portland Global Advisors LLC
N/A—2,490-2,490-100%$603.7K———
AFT, Forsyth & Company, Inc.
N/A—2,481-2,481-100%$601.7K———
Summit Wealth Partners, LLC
N/A—2,475-2,475-100%$600.0K———
Wescott Financial Advisory Group, LLC
N/A—2,475-2,475-100%$599.9K———
First Citizens Asset Management, Inc.
N/A—2,471-2,471-100%$599.0K———
Moors & Cabot, Inc.
N/A—2,469-2,469-100%$598.5K———
Alpine Global Management, LLC
N/A—2,431-2,431-100%$589.3K———
Pettyjohn, Wood & White, Inc
N/A—2,360-2,360-100%$572.1K———
Oder Investment Management, LLC
N/A—2,354-2,354-100%$570.6K———
Elequin Capital, LP
N/A—2,330-2,330-100%$564.9K———
Horizon Investment Services, LLC
N/A—2,308-2,308-100%$559.5K———
Evolve Private Wealth, LLC
N/A—2,304-2,304-100%$558.6K———
Hantz Financial Services, Inc.
N/A—2,274-2,274-100%$551.0K———
Accretive Wealth Partners, LLC
N/A—2,259-2,259-100%$547.6K———
Tortoise Investment Management, LLC
N/A—2,251-2,251-100%$545.7K———
McNamara Financial Services, Inc.
N/A—2,246-2,246-100%$544.5K———
Riverpoint Wealth Management Holdings, LLC
N/A—2,240-2,240-100%$543.0K———
AssuredPartners Investment Advisors, LLC
N/A—2,224-2,224-100%$539.2K———
Hollencrest Capital Management
N/A—2,221-2,221-100%$538.4K———
Wrapmanager Inc
N/A—2,218-2,218-100%$537.7K———
Meeder Advisory Services, Inc.
N/A—2,214-2,214-100%$536.6K———
Clarity Financial LLC
N/A—2,209-2,209-100%$535.5K———
Truepoint, Inc.
N/A—2,208-2,208-100%$535.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,195-2,195-100%$532.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,168-2,168-100%$525.5K———
Sentinel Wealth Management, Inc.
N/A—2,137-2,137-100%$518.1K———
Cofg Advisors, LLC
N/A—2,132-2,132-100%$516.9K———
Cornerstone Advisors Asset Management, LLC
N/A—2,129-2,129-100%$516.0K———
Madison Wealth Partners, Inc
N/A—2,128-2,128-100%$515.8K———
Sand Hill Global Advisors, LLC
N/A—2,116-2,116-100%$513.0K———
Canal Capital Management, LLC
N/A—2,071-2,071-100%$502.1K———
Bravias Capital Group, LLC
N/A—2,058-2,058-100%$499.0K———
Red Door Wealth Management, LLC
N/A—2,056-2,056-100%$498.4K———
Sonoma Private Wealth LLC
N/A—2,051-2,051-100%$497.2K———
Granite Bay Wealth Management, LLC
N/A—2,042-2,042-100%$495.0K———
Advisory Alpha, LLC
N/A—2,019-2,019-100%$489.6K———
Cullen Capital Management, LLC
N/A—2,000-2,000-100%$484.9K———
Sargent Investment Group, LLC
N/A—1,991-1,991-100%$482.6K———
Mason Investment Advisory Services, Inc.
N/A—1,979-1,979-100%$479.7K———
Spartan Wealth Advisory Services LLC
N/A—1,970-1,970-100%$477.6K———
Silver OAK Securities, Incorporated
N/A—1,964-1,964-100%$476.1K———
Pasadena Private Wealth, LLC
N/A—1,959-1,959-100%$474.9K———
Allstate Corp
N/A—1,954-1,954-100%$473.7K———
IMA Advisory Services, Inc.
N/A—1,933-1,933-100%$468.6K———
North Dallas Bank & Trust Co
N/A—1,927-1,927-100%$467.2K———
Curtis Wealth Management LLC
N/A—1,926-1,926-100%$467.0K———
Trexquant Investment LP
N/A—1,900-1,900-100%$460.6K———
Plum Street Advisors, LLC
N/A—1,899-1,899-100%$460.4K———
Coppell Advisory Solutions LLC
N/A—1,898-1,898-100%$442.1K———
Riverstone Advisors, LLC
N/A—1,884-1,884-100%$456.6K———
Glen Eagle Advisors, LLC
N/A—1,879-1,879-100%$455.5K———
Ironwood Investment Management LLC
N/A—1,867-1,867-100%$452.6K———
Gateway Wealth Partners, LLC
N/A—1,851-1,851-100%$448.8K———
Pack Private Wealth, LLC
N/A—1,842-1,842-100%$446.6K———
Gallagher Fiduciary Advisors, LLC
N/A—1,827-1,827-100%$443.0K———
Crewe Advisors LLC
N/A—1,821-1,821-100%$441.5K———
Howe & Rusling Inc
N/A—1,817-1,817-100%$440.5K———
GW&K Investment Management, LLC
N/A—1,804-1,804-100%$437.0K———
First American Trust, FSB
N/A—1,788-1,788-100%$433.3K———
Tailwinds Wealth, LLC
N/A—1,776-1,776-100%$430.6K———
Catalyst Financial Partners LLC
N/A—1,769-1,769-100%$428.9K———
SVB Wealth LLC
N/A—1,754-1,754-100%$425.2K———
Collaborative Wealth Managment Inc.
N/A—1,744-1,744-100%$422.8K———
Vantage Point Financial LLC
N/A—1,744-1,744-100%$422.7K———
Two Sigma Securities, LLC
N/A—1,720-1,720-100%$417.0K———
Forum Private Client Group LLC
N/A—1,701-1,701-100%$412.4K———
Elm Partners Management LLC
N/A—1,698-1,698-100%$411.7K———
Rathbones Group PLC
N/A—1,684-1,684-100%$408.3K———
Ibex Wealth Advisors
N/A—1,680-1,680-100%$407.2K———
Team Hewins, LLC
N/A—1,678-1,678-100%$406.8K———
Sharp Wealth Advisory, LLC
N/A—1,658-1,658-100%$401.9K———
Bcgm Wealth Management, LLC
N/A—1,645-1,645-100%$398.8K———
Financial Life Planners
N/A—1,643-1,643-100%$398.3K———
Causey Wealth LLC
N/A—1,638-1,638-100%$397.0K———
Nomura Asset Management International Inc.
N/A—1,635-1,635-100%$396.0K———
Talisman Wealth Advisors LLC
N/A—1,624-1,624-100%$393.6K———
TD Capital Management LLC
N/A—1,610-1,610-100%$390.3K———
FFT Wealth Management LLC
N/A—1,610-1,610-100%$390.4K———
Financial Sense Advisors, Inc.
N/A—1,599-1,599-100%$387.7K———
Hamilton Wealth, LLC
N/A—1,576-1,576-100%$382.1K———
Ascent Advisors, LLC
N/A—1,570-1,570-100%$382.9K———
Compass Capital Management, Inc
N/A—1,564-1,564-100%$379.2K———
Matrix Private Capital Group LLC
N/A—1,562-1,562-100%$378.7K———
Point Windward Advisors Inc.
N/A—1,549-1,549-100%$375.5K———
King Wealth Management Group
N/A—1,548-1,548-100%$375.0K———
Citizens Business Bank
N/A—1,545-1,545-100%$374.6K———
JT Stratford LLC
N/A—1,534-1,534-100%$371.9K———
Farmers National Bank
N/A—1,509-1,509-100%$365.8K———
Boreal Capital Management LLC
N/A—1,500-1,500-100%$363.6K———
W1m Asset Management Ltd
N/A—1,498-1,498-100%$363.1K———
EWA, LLC
N/A—1,497-1,497-100%$363.0K———
Wharton Business Group, LLC
N/A—1,496-1,496-100%$362.7K———
Institute for Wealth Management, Llc.
N/A—1,493-1,493-100%$361.9K———
Easterly Investment Partners LLC
N/A—1,484-1,484-100%$359.8K———
NFJ Investment Group, LLC
N/A—1,475-1,475-100%$357.6K———
Evernest Financial Advisors, LLC
N/A—1,462-1,462-100%$354.4K———
Financial Alternatives, Inc
N/A—1,436-1,436-100%$348.1K———
Sollinda Capital Management LLC
N/A—1,423-1,423-100%$345.0K———
KEB Asset Management, LLC
N/A—1,420-1,420-100%$344.4K———
Campion Asset Management
N/A—1,419-1,419-100%$344.0K———
Roberts Glore & Co Inc
N/A—1,417-1,417-100%$343.5K———
WealthTrust Axiom LLC
N/A—1,414-1,414-100%$342.8K———
Northwest Quadrant Wealth Management, LLC
N/A—1,406-1,406-100%$340.8K———
SageView Advisory Group, LLC
N/A—1,403-1,403-100%$340.1K———
NerdWallet Wealth Partners, LLC
N/A—1,370-1,370-100%$332.1K———
Simmons Bank
N/A—1,353-1,353-100%$328.0K———
Keebeck Wealth Management
N/A—1,344-1,344-100%$325.8K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,340-1,340-100%$324.9K———
WealthShield Partners, LLC
N/A—1,336-1,336-100%$323.9K———
Strategic Financial Partners, Ltd.
N/A—1,329-1,329-100%$322.2K———
Lansing Street Advisors
N/A—1,325-1,325-100%$321.1K———
Liberty Wealth Management LLC
N/A—1,319-1,319-100%$281.8K———
MorganRosel Wealth Management, LLC
N/A—1,307-1,307-100%$316.9K———
Kastel Capital Advisors, LLC
N/A—1,303-1,303-100%$278.4K———
Lakeridge Wealth Management LLC
N/A—1,301-1,301-100%$315.3K———
Allium Financial Advisors, LLC
N/A—1,291-1,291-100%$313.0K———
Orion Capital Management LLC
N/A—1,274-1,274-100%$308.9K———
Wealthfront Advisers LLC
N/A—1,269-1,269-100%$307.6K———
One Wealth Advisors, LLC
N/A—1,264-1,264-100%$306.4K———
Crews Bank & Trust
N/A—1,259-1,259-100%$305.2K———
CCM Investment Advisers LLC
N/A—1,235-1,235-100%$299.4K———
Old North State Trust, LLC
N/A—1,232-1,232-100%$299.0K———
Cozad Asset Management Inc
N/A—1,221-1,221-100%$296.1K———
Planwiser Financial, LLC
N/A—1,217-1,217-100%$295.0K———
Addison Capital Co
N/A—1,200-1,200-100%$290.9K———
ESL Trust Services, LLC
N/A—1,171-1,171-100%$283.9K———
Falcon Wealth Planning
N/A—1,160-1,160-100%$281.1K———
Alpha Financial Partners LLC
N/A—1,158-1,158-100%$280.7K———
Elk River Wealth Management LLC
N/A—1,135-1,135-100%$275.2K———
Addison Advisors LLC
N/A—1,132-1,132-100%$274.4K———
Bank of Hawaii
N/A—1,132-1,132-100%$274.4K———
Northstar Asset Management Inc
N/A—1,128-1,128-100%$273.5K———
Resolute Wealth Advisor, Inc.
N/A—1,112-1,112-100%$237.6K———
TRB Wealth Management, LLC
N/A—1,109-1,109-100%$268.9K———
Wealthquest Corp
N/A—1,107-1,107-100%$268.4K———
V2 Financial group LLC
N/A—1,100-1,100-100%$266.7K———
KilterHowling LLC
N/A—1,098-1,098-100%$266.2K———
SK Wealth Management, LLC
N/A—1,093-1,093-100%$282.3K———
Dunhill Financial, LLC
N/A—1,090-1,090-100%$264.2K———
Farringdon Capital, Ltd.
N/A—1,083-1,083-100%$262.6K———
Roundview Capital LLC
N/A—1,082-1,082-100%$262.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,076-1,076-100%$260.0K———
Garden State Investment Advisory Services LLC
N/A—1,073-1,073-100%$260.1K———
Strategic Wealth Partners, Ltd.
N/A—1,070-1,070-100%$259.4K———
Jackson Thornton Wealth Management, LLC
N/A—1,066-1,066-100%$258.4K———
Wellington Grp LLC
N/A—1,066-1,066-100%$258.4K———
Hills Bank & Trust Co
N/A—1,060-1,060-100%$257.0K———
Headland Capital, LLC
N/A—1,055-1,055-100%$255.8K———
Barnes Wealth Management Group, Inc
N/A—1,052-1,052-100%$255.0K———
Inspire Advisors, LLC
N/A—1,052-1,052-100%$254.9K———
Donaldson Capital Management, LLC
N/A—1,052-1,052-100%$255.0K———
Luken Investment Analytics, LLC
N/A—1,047-1,047-100%$253.8K———
Keystone Financial Group
N/A—1,044-1,044-100%$253.1K———
Millstone Evans Group, LLC
N/A—1,039-1,039-100%$251.9K———
Keating Financial Advisory Services, Inc.
N/A—1,037-1,037-100%$251.4K———
Thoroughbred Financial Services, LLC
N/A—1,033-1,033-100%$250.0K———
Beaird Harris Wealth Management, LLC
N/A—1,023-1,023-100%$248.0K———
Capital Advisors Inc
N/A—1,022-1,022-100%$247.8K———
Tilson Financial Group, Inc.
N/A—1,019-1,019-100%$247.0K———
Fiera Capital Corp
N/A—1,016-1,016-100%$246.3K———
Lbmc Investment Advisors, LLC
N/A—1,009-1,009-100%$244.7K———
CSS LLC
N/A—1,007-1,007-100%$244.1K———
Hemenway Trust Co LLC
N/A—1,000-1,000-100%$242.4K———
Wilson & Boucher Capital Management, LLC
N/A—985-985-100%$238.8K———
Laffer Tengler Investments, Inc.
N/A—979-979-100%$237.3K———
Connable Office Inc
N/A—975-975-100%$236.4K———
Capital Investment Management, Inc.
N/A—969-969-100%$234.8K———
Valtrion Capital Management, LLC
N/A—964-964-100%$233.7K———
Security National Bank of Sioux City Iowa
N/A—947-947-100%$229.6K———
Prasad Wealth Partners, LLC
N/A—946-946-100%$229.4K———
Shepherd Kaplan Krochuk, LLC
N/A—938-938-100%$227.4K———
Aspire Capital Advisors LLC
N/A—927-927-100%$224.8K———
Strategic Investment Advisors / MI
N/A—927-927-100%$224.8K———
FourThought Financial Partners, LLC
N/A—912-912-100%$221.0K———
Barnes Pettey Financial Advisors, LLC
N/A—906-906-100%$219.6K———
Fairview Capital Investment Management, LLC
N/A—905-905-100%$219.4K———
Ariel Investments, LLC
N/A—895-895-100%$217.0K———
Shelton Capital Management
N/A—888-888-100%$215.3K———
Vistica Wealth Advisors, LLC
N/A—885-885-100%$214.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—880-880-100%$213.3K———
IAG Wealth Partners, LLC
N/A—879-879-100%$213.1K———
ForthRight Wealth Management, LLC
N/A—866-866-100%$209.9K———
Opus Financial Solutions LLC
N/A—864-864-100%$209.5K———
Lowe Brockenbrough & Co Inc
N/A—864-864-100%$209.5K———
Francis Financial, Inc.
N/A—863-863-100%$209.1K———
WealthCollab, LLC
N/A—863-863-100%$209.2K———
Planning Alternatives LTD
N/A—862-862-100%$209.0K———
Intellectus Partners, LLC
N/A—859-859-100%$208.2K———
WJ Financial Advisors LLC
N/A—856-856-100%$207.6K———
Aspire Growth Partners LLC
N/A—854-854-100%$207.0K———
Maimon Wealth Management Ltd.
N/A—850-850-100%$206.1K———
Daner Wealth Management, LLC
N/A—849-849-100%$219.6K———
Strathmore Capital Advisors, Inc.
N/A—843-843-100%$208.6K———
Goldstone Financial Group, LLC
N/A—842-842-100%$204.1K———
Peak Asset Management, LLC
N/A—838-838-100%$203.2K———
Muirfield Wealth Advisors LLC
N/A—836-836-100%$202.8K———
Forum Finance Group S.A.
N/A—835-835-100%$164———
Sage Financial Management Group, Inc.
N/A—832-832-100%$201.7K———
JMN Financial LLC
N/A—830-830-100%$201.2K———
Seneschal Advisors, LLC
N/A—828-828-100%$200.7K———
Kerr Financial Planning Corp
N/A—788-788-100%$190.9K———
Allied Private Wealth LLC
N/A—765-765-100%$187.7K———
Greykasell Wealth Strategies, Inc.
N/A—762-762-100%$184.8K———
CoreFirst Bank & Trust
N/A—694-694-100%$168.2K———
Collier Financial
N/A—668-668-100%$162.0K———
Frazier Financial Advisors, LLC
N/A—662-662-100%$160.5K———
HM Payson & Co
N/A—658-658-100%$159.5K———
Centaurus Financial, Inc.
N/A—643-643-100%$156.0K———
Morgan Dempsey Capital Management LLC
N/A—631-631-100%$152.9K———
Copia Wealth Management
N/A—626-626-100%$151.8K———
Caldwell Sutter Capital, Inc.
N/A—608-608-100%$147.4K———
Schroder Investment Management Group
N/A—600-600-100%$145.5K———
SHP Wealth Management
N/A—588-588-100%$142.6K———
Windsor Advisory Group, LLC
N/A—586-586-100%$142.1K———
Palouse Capital Management, Inc.
N/A—577-577-100%$139.9K———
S&T Bank
N/A—550-550-100%$133.3K———
HHM Wealth Advisors, LLC
N/A—549-549-100%$133.1K———
Basecamp Wealth Advisors LLC
N/A—522-522-100%$126.4K———
JPL Wealth Management, LLC
N/A—491-491-100%$119.0K———
Medallion Wealth Advisors, LLC
N/A—480-480-100%$116.4K———
Coston, McIsaac & Partners
N/A—470-470-100%$113.0K———
PIN OAK Investment Advisors Inc
N/A—454-454-100%$110.0K———
Bernard Wealth Management Corp.
N/A—443-443-100%$107.4K———
Cornerstone Financial Management LLC
N/A—415-415-100%$100.6K———
Field & Main Bank
N/A—400-400-100%$97.0K———
Glassy Mountain Advisors, Inc.
N/A—396-396-100%$96.0K———
Lavaca Capital LLC
N/A—393-393-100%$95.3K———
Smithfield Trust Co
N/A—390-390-100%$95.0K———
Manning & Napier Advisors LLC
N/A—364-364-100%$88.4K———
Atlantic Private Wealth, LLC
N/A—364-364-100%$88.2K———
Private Wealth Asset Management, LLC
N/A—330-330-100%$80.0K———
Merrithew & Thorsten Inc
N/A—306-306-100%$74.0K———
CNB Bank
N/A—305-305-100%$73.9K———
Vision Retirement, LLC
N/A—304-304-100%$73.8K———
LOM Asset Management Ltd
N/A—300-300-100%$72.7K———
Regatta Research & Money Management
N/A—293-293-100%$71.0K———
Mcguire Capital Advisors Inc
N/A—293-293-100%$71.0K———
Longview Financial Advisors LLC
N/A—286-286-100%$69.3K———
MRP Capital Investments, LLC
N/A—282-282-100%$68.4K———
Sittner & Nelson, LLC
N/A—266-266-100%$64.5K———
Providence Capital Advisors, LLC
N/A—261-261-100%$63.2K———
Caitlin John, LLC
N/A—260-260-100%$63.0K———
Fiduciary Financial Advisors
N/A—253-253-100%$61.3K———
Synergy Investment Management, LLC
N/A—247-247-100%$59.8K———
Tidemark, LLC
N/A—244-244-100%$59.2K———
Financial Gravity Companies, Inc.
N/A—242-242-100%$58.7K———
VSM Wealth Advisory, LLC
N/A—213-213-100%$51.6K———
Prestige Wealth Management Group LLC
N/A—201-201-100%$48.7K———
Aberdeen Wealth Management LLC
N/A—200-200-100%$48.5K———
Topsail Wealth Management, LLC
N/A—200-200-100%$48.5K———
Top Private Wealth Llc.
N/A—176-176-100%$42.6K———
Delta Asset Management LLC
N/A—160-160-100%$38.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—154-154-100%$37.3K———
Heritage Wealth Advisors
N/A—146-146-100%$35.4K———
Bellevue Asset Management, LLC
N/A—140-140-100%$33.9K———
Mpwm Advisory Solutions, LLC
N/A—132-132-100%$32.0K———
Strategic Investment Solutions, Inc.
N/A—128-128-100%$31.0K———
Mark Sheptoff Financial Planning, LLC
N/A—126-126-100%$30.5K———
C M Bidwell & Associates LTD
N/A—124-124-100%$30.1K———
Twin Lakes Capital Management, LLC
N/A—119-119-100%$28.9K———
N.E.W. Advisory Services LLC
N/A—112-112-100%$27.2K———
Pursuit Wealth Strategies, LLC
N/A—110-110-100%$26.7K———
Kilter Group LLC
N/A—104-104-100%$25.3K———
Rexford Capital Inc
N/A—102-102-100%$24.7K———
Timbuktu Capital Management, LLC
N/A—102-102-100%$24.7K———
Truvestments Capital LLC
N/A—100-100-100%$24.2K———
one8zero8, LLC
N/A—100-100-100%$24.2K———
Colonial Trust Advisors
N/A—99-99-100%$24.0K———
Integrity Financial Corp
N/A—97-97-100%$23.5K———
Investment Counsel Co of Nevada
N/A—96-96-100%$23.3K———
Cheviot Value Management, LLC
N/A—95-95-100%$23.0K———
Fourth Dimension Wealth, LLC
N/A—91-91-100%$22.1K———
Steigerwald, Gordon & Koch Inc.
N/A—72-72-100%$17.5K———
Evolution Advisers, Inc.
N/A—71-71-100%$17———
Measured Wealth Private Client Group, LLC
N/A—69-69-100%$16.7K———
Delos Wealth Advisors, LLC
N/A—66-66-100%$16.0K———
HighMark Wealth Management LLC
N/A—62-62-100%$15.1K———
Cary Street Partners Investment Advisory LLC
N/A—61-61-100%$14.8K———
Ogorek Anthony Joseph
N/A—60-60-100%$14———
Benson Wealth Management Inc
N/A—56-56-100%$13.6K———
Bravera Wealth
N/A—45-45-100%$10.9K———
Cambient Family Office, LLC
N/A—35-35-100%$8.5K———
Aventura Private Wealth, LLC
N/A—34-34-100%$8.2K———
Richard W. Paul & Associates, LLC
N/A—27-27-100%$6.5K———
Broadwater Capital Management LLC
N/A—26-26-100%$6.3K———
Federation des caisses Desjardins du Quebec
N/A—26-26-100%$6.3K———
Horizon Investments, LLC
N/A—24-24-100%$5.8K———
Harvest Fund Management Co., Ltd
N/A—21-21-100%$5———
Van Eck Associates Corp
N/A—16-16-100%$3.9K———
Prosperity Bancshares Inc
N/A—16-16-100%$3.9K———
10Elms LLP
N/A—14-14-100%$3.4K———
Transamerica Financial Advisors, LLC
N/A—12-12-100%$2.9K———
Westfuller Advisors, LLC
N/A—10-10-100%$2.4K———
Fortis Group Advisors, LLC
N/A—7-7-100%$1.7K———
Alerus Financial NA
N/A—4-4-100%$970———
Dogwood Wealth Management LLC
N/A—4-4-100%$970———
Showing 2061 of 2061 institutions