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Ishares S&P Mid-Cap 400 Grow (IJK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
INCREASED
Shares2,065,740 from 2,012,805
Change+52,935 (+3%)
Value$226.4M (-$10.1M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares1,476,609 from 1,476,497
Change+112 (+0%)
Value$161.9M (-$11.6M)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares1,283,941 from 1,251,060
Change+32,881 (+3%)
Value$140.7M (-$6.3M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares1,275,100 from 985,567
Change+289,533 (+29%)
Value$139.8M (+$24.0M)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares564,179 from 562,576
Change+1,603 (+0%)
Value$61.8M (-$4.3M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares511,698 from 590,043
Change-78,345 (-13%)
Value$56.1M (-$13.2M)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares502,145 from 501,110
Change+1,035 (+0%)
Value$55.0M (-$3.8M)
Filed 2026-11-05
Willis Johnson Wealth, Inc.
INCREASED
Shares457,033 from 455,280
Change+1,753 (+0%)
Value$50.1M (-$3.4M)
Filed 2026-11-03
Bokf, NA
DECREASED
Shares446,970 from 483,485
Change-36,515 (-8%)
Value$49.0M (-$7.8M)
Filed 2026-10-27
Regions Financial Corp
DECREASED
Shares442,971 from 447,104
Change-4,133 (-1%)
Value$48.6M (-$4.0M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares431,390 from 417,243
Change+14,147 (+3%)
Value$47.3M (-$1.7M)
Filed 2026-10-30
Midland Wealth Advisors, LLC
DECREASED
Shares386,069 from 398,575
Change-12,506 (-3%)
Value$42.3M (-$4.5M)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares361,796 from 338,768
Change+23,028 (+7%)
Value$39.7M (-$148.7K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares332,289 from 344,211
Change-11,922 (-3%)
Value$36.4M (-$4.0M)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares290,814 from 288,196
Change+2,618 (+1%)
Value$31.9M (-$2.0M)
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares256,902 from 260,429
Change-3,527 (-1%)
Value$28.2M (-$2.4M)
Filed 2026-11-06
Courier Capital LLC
DECREASED
Shares255,572 from 260,296
Change-4,724 (-2%)
Value$28.0M (-$2.6M)
Filed 2026-10-19
Kozak & Associates, Inc.
DECREASED
Shares225,037 from 230,502
Change-5,465 (-2%)
Value$24.5M (-$2.2M)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
INCREASED
Shares210,449 from 209,294
Change+1,155 (+1%)
Value$23.1K (-$1.5K)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED
Shares209,041 from 210,445
Change-1,404 (-1%)
Value$22.9M (-$1.8M)
Filed 2026-10-27
Hudson Capital Management LLC
INCREASED
Shares203,787 from 202,922
Change+865 (+0%)
Value$22.3M (-$1.5M)
Filed 2026-10-20
Creative Planning
DECREASED
Shares198,971 from 207,056
Change-8,085 (-4%)
Value$21.8M (-$2.5M)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares189,684 from 209,812
Change-20,128 (-10%)
Value$20.8M (-$3.9M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares183,929 from 176,060
Change+7,869 (+4%)
Value$20.2M (-$526.7K)
Filed 2026-11-02
Sterling Financial Planning, Inc.
INCREASED
Shares183,776 from 182,653
Change+1,123 (+1%)
Value$20.1M (-$1.3M)
Filed 2026-10-28
Salomon & Ludwin, LLC
DECREASED
Shares164,653 from 165,410
Change-757 (0%)
Value$18.0M (-$1.2M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares162,699 from 118,009
Change+44,690 (+38%)
Value$17.8K (-$13.8M)
Filed 2026-11-02
1834 Investment Advisors Co
DECREASED
Shares145,366 from 150,402
Change-5,036 (-3%)
Value$15.9M (-$1.7M)
Filed 2026-10-16
Inspirion Wealth Advisors, LLC
DECREASED
Shares141,784 from 166,148
Change-24,364 (-15%)
Value$15.5M (-$3.7M)
Filed 2026-10-09
GHP Investment Advisors, Inc.
DECREASED
Shares137,084 from 139,799
Change-2,715 (-2%)
Value$15.0M (-$1.4M)
Filed 2026-10-15
Ifrah Financial Services, Inc.
DECREASED
Shares131,059 from 133,087
Change-2,028 (-2%)
Value$14.4M (-$1.3M)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares128,772 from 164,447
Change-35,675 (-22%)
Value$14.1M (-$5.2M)
Filed 2026-10-28
PW Nova Financial Services LLC
INCREASED
Shares127,630 from 122,533
Change+5,097 (+4%)
Value$14.0M (-$408.2K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares109,308 from 107,553
Change+1,755 (+2%)
Value$12.0M (-$656.1K)
Filed 2026-11-03
First Merchants Corp
DECREASED
Shares108,701 from 118,600
Change-9,899 (-8%)
Value$11.9M (-$2.0M)
Filed 2026-10-15
Ddfg, Inc
INCREASED
Shares104,776 from 102,672
Change+2,104 (+2%)
Value$11.5M (-$579.4K)
Filed 2026-10-15
White Pine Investment Co
INCREASED
Shares101,888 from 101,317
Change+571 (+1%)
Value$11.2K (-$11.9M)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares94,697 from 95,167
Change-470 (0%)
Value$10.4M (-$802.4K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares91,478 from 92,285
Change-807 (-1%)
Value$10.0M (-$816.6K)
Filed 2026-11-03
Associated Banc-Corp
INCREASED
Shares87,736 from 84,457
Change+3,279 (+4%)
Value$9.6M (-$307.0K)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares84,077 from 81,018
Change+3,059 (+4%)
Value$9.2M (-$303.9K)
Filed 2026-11-04
OFS Enterprise LLC
DECREASED
Shares82,590 from 82,646
Change-56 (0%)
Value$9.1M (-$658.2K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares76,873 from 74,498
Change+2,375 (+3%)
Value$8.4M (-$327.0K)
Filed 2026-10-08
Rodgers & Associates, LTD
DECREASED
Shares73,117 from 73,635
Change-518 (-1%)
Value$8.0M (-$637.8K)
Filed 2026-10-20
First Citizens Financial Corp
DECREASED
Shares72,411 from 72,538
Change-127 (0%)
Value$7.9M (-$586.2K)
Filed 2026-10-02
Greenleaf Trust
DECREASED
Shares69,425 from 71,058
Change-1,633 (-2%)
Value$7.6M (-$739.6K)
Filed 2026-10-29
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares67,835 from 67,391
Change+444 (+1%)
Value$7.4M (-$483.0K)
Filed 2026-10-30
HB Wealth Management, LLC
DECREASED
Shares67,762 from 68,061
Change-299 (0%)
Value$7.4M (-$569.8K)
Filed 2026-10-23
Denver PWM, LLC
INCREASED
Shares67,273 from 64,609
Change+2,664 (+4%)
Value$7.4M (-$317.4K)
Filed 2026-10-22
Mechanics Bank Trust Department
DECREASED
Shares66,449 from 70,649
Change-4,200 (-6%)
Value$7.3M (-$1.0M)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares62,881 from 6,899
Change+55,982 (+811%)
Value$6.8M (+$6.0M)
Filed 2026-11-04
Centerpoint Advisors, LLC
DECREASED
Shares60,667 from 61,174
Change-507 (-1%)
Value$6.7M (-$538.0K)
Filed 2026-11-05
Jnba Financial Advisors
DECREASED
Shares60,061 from 61,696
Change-1,635 (-3%)
Value$6.6M (-$666.1K)
Filed 2026-11-03
Goelzer Investment Management, Inc.
DECREASED
Shares59,446 from 60,578
Change-1,132 (-2%)
Value$6.5M (-$602.0K)
Filed 2026-10-16
Guidance Point Advisors, LLC
DECREASED
Shares58,379 from 59,348
Change-969 (-2%)
Value$6.4M (-$575.0K)
Filed 2026-10-15
InvesTrust
UNCHANGED
Shares57,284 from 57,284
Change0 (0%)
Value$6.3M (-$452.0K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares52,910 from 6,666
Change+46,244 (+694%)
Value$5.8M (+$5.0M)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares51,965 from 51,380
Change+585 (+1%)
Value$5.7M (-$341.2K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares50,324 from 41,110
Change+9,214 (+22%)
Value$5.6M (+$889.8K)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares49,025 from 47,071
Change+1,954 (+4%)
Value$5.4M (-$157.2K)
Filed 2026-10-28
Fulton Breakefield Broenniman LLC
DECREASED
Shares48,028 from 48,756
Change-728 (-1%)
Value$5.3M (-$464.5K)
Filed 2026-11-03
Berman McAleer LLC
DECREASED
Shares47,901 from 50,031
Change-2,130 (-4%)
Value$5.3M (-$628.2K)
Filed 2026-10-16
Tritonpoint Wealth, LLC
DECREASED
Shares46,274 from 46,349
Change-75 (0%)
Value$5.1M (-$373.9K)
Filed 2026-10-19
Maltin Wealth Management, Inc.
INCREASED
Shares46,016 from 39,385
Change+6,631 (+17%)
Value$5.0M (+$416.1K)
Filed 2026-10-13
Independence Financial Advisors, LLC
INCREASED
Shares45,543 from 43,969
Change+1,574 (+4%)
Value$5.0M (-$174.4K)
Filed 2026-10-08
Neumann Capital Management, LLC
INCREASED
Shares45,360 from 43,670
Change+1,690 (+4%)
Value$5.0M (-$159.3K)
Filed 2026-10-15
BKM Wealth Management, LLC
INCREASED
Shares44,337 from 39,900
Change+4,437 (+11%)
Value$4.9M (+$171.6K)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares44,270 from 43,993
Change+277 (+1%)
Value$4.9M (-$316.7K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares44,173 from 170,893
Change-126,720 (-74%)
Value$4.8M (-$15.2M)
Filed 2026-10-16
Ashurst Perkins Coie Trust Co
DECREASED
Shares43,538 from 44,168
Change-630 (-1%)
Value$4.8M (-$417.6K)
Filed 2026-10-15
Triangle Securities Wealth Management
DECREASED
Shares41,778 from 41,885
Change-107 (0%)
Value$4.6M (-$342.1K)
Filed 2026-10-14
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares40,792 from 39,184
Change+1,608 (+4%)
Value$4.5M (-$132.9K)
Filed 2026-10-08
Fifth Third Wealth Advisors LLC
INCREASED
Shares38,907 from 37,946
Change+961 (+3%)
Value$4.3M (-$194.1K)
Filed 2026-10-22
ANB Bank
DECREASED
Shares37,917 from 37,998
Change-81 (0%)
Value$4.2M (-$308.7K)
Filed 2026-10-09
Midwest Trust Co
INCREASED
Shares37,078 from 33,726
Change+3,352 (+10%)
Value$4.1M (+$101.3K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares36,507 from 10,193
Change+26,314 (+258%)
Value$4.0M (+$2.8M)
Filed 2026-11-06
Cranbrook Wealth Management, LLC
DECREASED
Shares36,253 from 37,386
Change-1,133 (-3%)
Value$4.0M (-$419.2K)
Filed 2026-10-28
Trail Ridge Investment Advisors, LLC
INCREASED
Shares36,084 from 35,164
Change+920 (+3%)
Value$4.0M (-$176.6K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
DECREASED
Shares36,084 from 36,413
Change-329 (-1%)
Value$4.1M (-$112.6K)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares35,483 from 33,622
Change+1,861 (+6%)
Value$3.9M (-$61.3K)
Filed 2026-10-21
LTG Capital LLC
DECREASED
Shares35,306 from 35,611
Change-305 (-1%)
Value$3.9M (-$314.4K)
Filed 2026-11-04
Weinberger Asset Management, Inc
DECREASED
Shares35,007 from 35,531
Change-524 (-1%)
Value$3.8M (-$138.1K)
Filed 2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares34,945 from 36,899
Change-1,954 (-5%)
Value$3.8M (-$505.3K)
Filed 2026-10-09
Ironwood Financial, llc
INCREASED
Shares34,861 from 33,861
Change+1,000 (+3%)
Value$3.8M (-$1.8K)
Filed 2026-10-20
Idaho Trust Co
DECREASED
Shares34,215 from 36,205
Change-1,990 (-5%)
Value$3.8M (-$503.8K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares33,506 from 33,388
Change+118 (+0%)
Value$3.7M (-$250.6K)
Filed 2026-11-06
Plan A Wealth LLC
INCREASED
Shares32,176 from 2,069
Change+30,107 (+1455%)
Value$3.5M (+$3.3M)
Filed 2026-10-08
Segment Wealth Management, LLC
UNCHANGED
Shares31,700 from 31,700
Change0 (0%)
Value$3.5M (-$250.1K)
Filed 2026-10-26
Dumont & Blake Investment Advisors LLC
DECREASED
Shares30,862 from 31,071
Change-209 (-1%)
Value$3.4M (-$268.0K)
Filed 2026-10-28
Private Advisory Group LLC
INCREASED
Shares29,934 from 29,544
Change+390 (+1%)
Value$3.3M (-$190.4K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
DECREASED
Shares28,758 from 29,297
Change-539 (-2%)
Value$3.2M (-$290.2K)
Filed 2026-10-29
Corundum Group, Inc.
INCREASED
Shares28,619 from 6,265
Change+22,354 (+357%)
Value$3.1M (+$2.4M)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares28,513 from 29,431
Change-918 (-3%)
Value$3.1M (-$332.8K)
Filed 2026-10-26
Founders Grove Wealth Partners, LLC
DECREASED
Shares27,603 from 28,159
Change-556 (-2%)
Value$3.0M (-$283.1K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares27,561 from 28,292
Change-731 (-3%)
Value$3.0M (-$303.4K)
Filed 2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares27,419 from 22,839
Change+4,580 (+20%)
Value$3.0M (+$321.8K)
Filed 2026-10-15
Stordahl Capital Management, Inc.
DECREASED
Shares26,738 from 27,080
Change-342 (-1%)
Value$2.9M (-$251.1K)
Filed 2026-10-22
Ullmann Wealth Partners Group, LLC
DECREASED
Shares26,719 from 26,789
Change-70 (0%)
Value$2.9M (-$219.1K)
Filed 2026-11-02
CX Institutional
INCREASED
Shares26,577 from 25,811
Change+766 (+3%)
Value$2.9K (-$120)
Filed 2026-10-02
First Hawaiian Bank
DECREASED
Shares26,289 from 30,941
Change-4,652 (-15%)
Value$2.9M (-$754.0K)
Filed 2026-10-14
Jmac Enterprises LLC
DECREASED
Shares26,257 from 26,353
Change-96 (0%)
Value$2.9M (-$218.4K)
Filed 2026-10-30
Foundation Wealth Management, LLC
INCREASED
Shares25,210 from 24,932
Change+278 (+1%)
Value$2.8M (-$166.4K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
UNCHANGED
Shares24,939 from 24,939
Change0 (0%)
Value$2.7M (-$196.8K)
Filed 2026-11-02
Grey Ledge Advisors, LLC
INCREASED
Shares24,846 from 21,144
Change+3,702 (+18%)
Value$2.7M (+$239.2K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares24,729 from 25,151
Change-422 (-2%)
Value$2.7M (-$244.8K)
Filed 2026-10-30
Apollon Wealth Management, LLC
INCREASED
Shares23,642 from 22,276
Change+1,366 (+6%)
Value$2.6M (-$26.1K)
Filed 2026-10-23
DT Investment Partners, LLC
UNCHANGED
Shares23,118 from 23,118
Change0 (0%)
Value$2.5M (-$182.4K)
Filed 2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED
Shares22,758 from 22,758
Change0 (0%)
Value$2.5M (-$179.6K)
Filed 2026-10-22
Corundum Trust Company, Inc
UNCHANGED
Shares22,354 from 22,354
Change0 (0%)
Value$2.5M (-$176.4K)
Filed 2026-10-29
Smith Shellnut Wilson LLC
DECREASED
Shares22,174 from 22,689
Change-515 (-2%)
Value$2.4M (-$235.5K)
Filed 2026-10-21
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares22,050 from 22,050
Change0 (0%)
Value$2.4M (-$174.0K)
Filed 2026-10-30
Transcendent Capital Group LLC
DECREASED
Shares21,992 from 26,738
Change-4,746 (-18%)
Value$2.4M (-$731.1K)
Filed 2026-10-28
Alpine Bank Wealth Management
DECREASED
Shares21,340 from 25,605
Change-4,265 (-17%)
Value$2.3M (-$669.5K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
INCREASED
Shares21,286 from 21,285
Change+1 (0%)
Value$2.3M (-$167.8K)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares20,793 from 21,003
Change-210 (-1%)
Value$2.3M (-$188.7K)
Filed 2026-10-19
Davis Investment Partners, LLC
UNCHANGED
Shares20,650 from 20,650
Change0 (0%)
Value$2.3M (-$162.9K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares20,309 from 24,472
Change-4,163 (-17%)
Value$2.2M (-$649.3K)
Filed 2026-10-13
Darrow Company, Inc.
INCREASED
Shares20,088 from 20,084
Change+4 (+0%)
Value$2.2M (-$158.0K)
Filed 2026-10-22
Stenger Family Office, LLC
DECREASED
Shares19,970 from 19,982
Change-12 (0%)
Value$2.2M (-$134.2K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares19,923 from 18,585
Change+1,338 (+7%)
Value$2.2M (+$22)
Filed 2026-10-27
Lifestyle Asset Management, Inc.
INCREASED
Shares19,779 from 18,872
Change+907 (+5%)
Value$2.2M (-$49.5K)
Filed 2026-10-20
Royal Fund Management, LLC
INCREASED
Shares19,776 from 17,884
Change+1,892 (+11%)
Value$2.2M (+$66.2K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares18,497 from 18,122
Change+375 (+2%)
Value$2.0M (-$101.9K)
Filed 2026-10-13
Partners Wealth Management, LLC
NEW
Shares18,325
Change+18,325
Value$2.0M
Filed 2026-10-28
Meridian Wealth Management, LLC
INCREASED
Shares18,220 from 17,963
Change+257 (+1%)
Value$2.0M (-$113.6K)
Filed 2026-11-05
C2c Wealth Management, LLC
DECREASED
Shares18,151 from 18,561
Change-410 (-2%)
Value$2.0M (-$191.4K)
Filed 2026-10-20
Allegheny Financial Group
DECREASED
Shares17,743 from 17,921
Change-178 (-1%)
Value$1.9M (-$160.9K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares17,585 from 19,152
Change-1,567 (-8%)
Value$1.9M (-$322.9K)
Filed 2026-11-03
Old National Bancorp
UNCHANGED
Shares17,556 from 17,556
Change0 (0%)
Value$1.9M (-$138.5K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares17,504 from 18,588
Change-1,084 (-6%)
Value$1.9M (-$265.5K)
Filed 2026-10-13
Stackstone Wealth, LLC
NEW
Shares17,493
Change+17,493
Value$1.9M
Filed 2026-10-19
Fulton Bank, N.A.
INCREASED
Shares17,321 from 16,804
Change+517 (+3%)
Value$1.9M (-$75.9K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares16,981 from 13,631
Change+3,350 (+25%)
Value$1.5M (+$102.2K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares16,895 from 16,895
Change0 (0%)
Value$1.9M (-$133.3K)
Filed 2026-10-21
Anderson Hoagland & Co
UNCHANGED
Shares16,582 from 16,582
Change0 (0%)
Value$1.8M (-$165.3K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares16,433 from 14,849
Change+1,584 (+11%)
Value$1.8M (+$56.8K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares15,830 from 15,274
Change+556 (+4%)
Value$1.7M (-$59.6K)
Filed 2026-10-26
Columbia Bank
DECREASED
Shares15,721 from 15,868
Change-147 (-1%)
Value$1.7M (-$141.3K)
Filed 2026-10-29
Genesis Private Wealth, LLC
UNCHANGED
Shares15,632 from 15,632
Change0 (0%)
Value$1.7M (-$123.3K)
Filed 2026-11-02
Finley Financial, LLC
UNCHANGED
Shares15,037 from 15,037
Change0 (0%)
Value$1.7M (-$100.0K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares14,612 from 12,968
Change+1,644 (+13%)
Value$1.6M (+$77.8K)
Filed 2026-11-05
Dana Investment Advisors, Inc.
UNCHANGED
Shares13,902 from 13,902
Change0 (0%)
Value$1.5M (-$109.7K)
Filed 2026-11-06
Ellis Investment Partners, LLC
DECREASED
Shares13,882 from 13,949
Change-67 (0%)
Value$1.5M (-$117.5K)
Filed 2026-10-21
YHB Investment Advisors, Inc.
UNCHANGED
Shares13,822 from 13,822
Change0 (0%)
Value$1.5M (-$109.1K)
Filed 2026-10-08
Pittenger & Anderson Inc
UNCHANGED
Shares13,800 from 13,800
Change0 (0%)
Value$1.5M (-$108.9K)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares13,384 from 12,159
Change+1,225 (+10%)
Value$1.6M (+$143.9K)
Filed 2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares13,200 from 13,200
Change0 (0%)
Value$1.4M (-$104.1K)
Filed 2026-10-28
Moneco Advisors, LLC
DECREASED
Shares13,135 from 14,624
Change-1,489 (-10%)
Value$1.4M (-$278.5K)
Filed 2026-11-05
Fairscale Capital, LLC
INCREASED
Shares13,114 from 13,096
Change+18 (+0%)
Value$1.4M (-$123.2K)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares13,090 from 12,198
Change+892 (+7%)
Value$1.4M (+$1.5K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares13,029 from 13,029
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
First Horizon Corp
UNCHANGED
Shares12,964 from 12,964
Change0 (0%)
Value$1.4M (-$102.3K)
Filed 2026-10-26
TritonPoint Partners, LLC
DECREASED
Shares12,825 from 46,229
Change-33,404 (-72%)
Value$1.4M (-$4.0M)
Filed 2026-11-05
City Holding Co
UNCHANGED
Shares12,773 from 12,773
Change0 (0%)
Value$1.4M (-$100.8K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares12,401 from 12,097
Change+304 (+3%)
Value$1.4M (-$62.1K)
Filed 2026-10-05
Watchman Group, Inc.
DECREASED
Shares12,289 from 12,426
Change-137 (-1%)
Value$1.3M (-$113.1K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares12,051 from 11,067
Change+984 (+9%)
Value$1.3M (+$20.6K)
Filed 2026-11-03
Thayer Partners, LLC / MA
INCREASED
Shares12,029 from 12,023
Change+6 (+0%)
Value$1.3M (-$94.2K)
Filed 2026-11-06
Embree Financial Group
DECREASED
Shares11,853 from 11,875
Change-22 (0%)
Value$1.3M (-$96.1K)
Filed 2026-10-22
Aprio Wealth Management, LLC
INCREASED
Shares11,827 from 11,649
Change+178 (+2%)
Value$1.3M (-$72.4K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares11,818 from 11,800
Change+18 (+0%)
Value$1.3M (-$91.1K)
Filed 2026-11-04
AMG National Trust Bank
UNCHANGED
Shares11,652 from 11,652
Change0 (0%)
Value$1.3M (-$91.9K)
Filed 2026-11-05
Cordoba Advisory Partners LLC
INCREASED
Shares11,583 from 11,129
Change+454 (+4%)
Value$1.3M (-$34.0K)
Filed 2026-10-19
Fortitude Family Office, LLC
UNCHANGED
Shares11,539 from 11,539
Change0 (0%)
Value$1.3M (-$91.0K)
Filed 2026-10-14
Greenspring Advisors, LLC
INCREASED
Shares11,476 from 5,738
Change+5,738 (+100%)
Value$1.3M (+$583.7K)
Filed 2026-11-05
Marietta Wealth Management, LLC
UNCHANGED
Shares11,220 from 11,220
Change0 (0%)
Value$1.2M (-$96.7K)
Filed 2026-10-22
Bangor Savings Bank
UNCHANGED
Shares11,168 from 11,168
Change0 (0%)
Value$1.2M (-$88.1K)
Filed 2026-10-06
Laurel Wealth Advisors LLC
INCREASED
Shares11,019 from 10,909
Change+110 (+1%)
Value$1.2M (-$74.1K)
Filed 2026-10-27
First Citizens Bank & Trust Co
DECREASED
Shares10,924 from 11,449
Change-525 (-5%)
Value$1.2M (-$147.9K)
Filed 2026-10-14
Vicus Capital
DECREASED
Shares10,848 from 11,123
Change-275 (-2%)
Value$1.2M (-$117.9K)
Filed 2026-11-05
Meridian Investment Counsel Inc.
UNCHANGED
Shares10,644 from 10,644
Change0 (0%)
Value$1.2M (-$84.0K)
Filed 2026-10-14
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares10,589 from 10,589
Change0 (0%)
Value$1.2M (-$83.5K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares10,248 from 10,248
Change0 (0%)
Value$1.1M (-$80.9K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
DECREASED
Shares10,074 from 10,077
Change-3 (0%)
Value$1.1M (-$65.6K)
Filed 2026-10-27
Harbour Capital Advisors, LLC
UNCHANGED
Shares10,055 from 10,055
Change0 (0%)
Value$1.1M (-$45.2K)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares10,013 from 10,067
Change-54 (-1%)
Value$1.1M (-$58.4K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares9,940 from 9,919
Change+21 (+0%)
Value$1.1M (-$75.9K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares9,725 from 9,531
Change+194 (+2%)
Value$1.1M (-$54.0K)
Filed 2026-10-09
Patten Group, Inc.
DECREASED
Shares9,391 from 10,178
Change-787 (-8%)
Value$1.0M (-$166.6K)
Filed 2026-10-26
Veratis Advisors, Inc.
INCREASED
Shares9,387 from 9,117
Change+270 (+3%)
Value$1.0M (-$42.3K)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares9,367 from 9,153
Change+214 (+2%)
Value$1.0M (-$48.8K)
Filed 2026-10-07
Vise Technologies, Inc.
INCREASED
Shares9,320 from 6,361
Change+2,959 (+47%)
Value$1.0M (+$274.1K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares9,296 from 9,481
Change-185 (-2%)
Value$1.0M (-$95.1K)
Filed 2026-10-20
RKL Wealth Management LLC
DECREASED
Shares9,288 from 9,352
Change-64 (-1%)
Value$1.0M (-$80.9K)
Filed 2026-10-16
Atlas Brown,Inc.
DECREASED
Shares9,284 from 9,392
Change-108 (-1%)
Value$1.0M (-$85.9K)
Filed 2026-10-09
Parallel Advisors, LLC
UNCHANGED
Shares9,263 from 9,263
Change0 (0%)
Value$1.0M (-$73.1K)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares9,236 from 52,297
Change-43,061 (-82%)
Value$1.0M (-$5.1M)
Filed 2026-10-08
Heartwood Wealth Advisors LLC
UNCHANGED
Shares9,234 from 9,234
Change0 (0%)
Value$1.0M (-$72.9K)
Filed 2026-10-05
Oakworth Capital, Inc.
UNCHANGED
Shares8,952 from 8,952
Change0 (0%)
Value$981.2K (-$70.6K)
Filed 2026-10-26
Davidson Trust Co
DECREASED
Shares8,944 from 9,002
Change-58 (-1%)
Value$980.6K (-$77.2K)
Filed 2026-10-09
Private Trust Co NA
DECREASED
Shares8,922 from 9,327
Change-405 (-4%)
Value$977.9K (-$118.1K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares8,913 from 1,091
Change+7,822 (+717%)
Value$977.0K (+$848.8K)
Filed 2026-11-04
NTV Asset Management LLC
INCREASED
Shares8,830 from 8,670
Change+160 (+2%)
Value$967.9K (-$50.9K)
Filed 2026-10-23
Busey Bank
UNCHANGED
Shares8,713 from 8,713
Change0 (0%)
Value$955.0K (-$68.7K)
Filed 2026-10-26
Keenan, LLC
DECREASED
Shares8,705 from 10,554
Change-1,849 (-18%)
Value$954.2K (-$285.9K)
Filed 2026-10-23
Peterson Wealth Advisors, LLC
INCREASED
Shares8,679 from 8,114
Change+565 (+7%)
Value$951.3K (-$2.0K)
Filed 2026-10-08
Griffin Asset Management, Inc.
INCREASED
Shares8,660 from 8,558
Change+102 (+1%)
Value$949.2K (-$56.3K)
Filed 2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares8,583 from 8,583
Change0 (0%)
Value$940.8K (-$67.7K)
Filed 2026-10-20
Bluedoor Private Wealth, LLC
UNCHANGED
Shares8,560 from 8,560
Change0 (0%)
Value$938.3K (-$67.5K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares8,530 from 14,882
Change-6,352 (-43%)
Value$934.9K (-$813.7K)
Filed 2026-10-15
AdvisorNet Financial, Inc
DECREASED
Shares8,498 from 8,622
Change-124 (-1%)
Value$925.2K (-$87.9K)
Filed 2026-10-15
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares8,414 from 8,414
Change0 (0%)
Value$922.3K (-$66.4K)
Filed 2026-10-23
Welch & Forbes LLC
UNCHANGED
Shares8,373 from 8,373
Change0 (0%)
Value$917.8K (-$66.1K)
Filed 2026-11-04
Wagner Wealth Management, LLC
UNCHANGED
Shares8,280 from 8,280
Change0 (0%)
Value$907.6K (-$65.3K)
Filed 2026-10-21
Gables Capital Management Inc.
UNCHANGED
Shares8,016 from 8,016
Change0 (0%)
Value$878.6K (-$63.2K)
Filed 2026-11-04
Montecito Bank & Trust
DECREASED
Shares7,919 from 7,937
Change-18 (0%)
Value$868.0K (-$64.6K)
Filed 2026-10-01
HMS Capital Management, LLC
DECREASED
Shares7,873 from 8,337
Change-464 (-6%)
Value$862.9K (-$116.6K)
Filed 2026-10-20
DSG Capital Advisors, LLC
UNCHANGED
Shares7,852 from 7,852
Change0 (0%)
Value$860.7K (-$31.2K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares7,783 from 8,194
Change-411 (-5%)
Value$853.1K (-$109.7K)
Filed 2026-10-16
Glenview Trust Co
UNCHANGED
Shares7,780 from 7,780
Change0 (0%)
Value$852.8K (-$61.4K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares7,730 from 8,970
Change-1,240 (-14%)
Value$847.3K (-$206.7K)
Filed 2026-10-14
Valeo Financial Advisors, LLC
INCREASED
Shares7,700 from 7,594
Change+106 (+1%)
Value$844.0K (-$48.3K)
Filed 2026-10-08
Allen Investment Management, LLC
UNCHANGED
Shares7,556 from 7,556
Change0 (0%)
Value$828.2K (-$59.6K)
Filed 2026-11-03
Texas Bank & Trust Co
DECREASED
Shares7,512 from 7,529
Change-17 (0%)
Value$823.4K (-$61.3K)
Filed 2026-11-04
TCV Trust & Wealth Management, Inc.
DECREASED
Shares7,424 from 7,689
Change-265 (-3%)
Value$813.7K (-$89.7K)
Filed 2026-10-16
AWM Capital, LLC
UNCHANGED
Shares7,224 from 7,224
Change0 (0%)
Value$791.8K (-$57.0K)
Filed 2026-10-16
Hickory Point Bank & Trust
UNCHANGED
Shares7,181 from 7,181
Change0 (0%)
Value$787.1K (-$56.7K)
Filed 2026-10-01
Private Management Group Inc
UNCHANGED
Shares7,165 from 7,165
Change0 (0%)
Value$785.4K (-$56.5K)
Filed 2026-11-04
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares7,134 from 7,134
Change0 (0%)
Value$790.8K (-$37.2K)
Filed 2026-10-13
Heck Capital Advisors, LLC
DECREASED
Shares7,093 from 12,835
Change-5,742 (-45%)
Value$777.5K (-$730.6K)
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares7,083 from 7,105
Change-22 (0%)
Value$776.4K (-$58.4K)
Filed 2026-10-14
Outlook Wealth Advisors, LLC
UNCHANGED
Shares7,077 from 7,077
Change0 (0%)
Value$775.7K (-$55.8K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
DECREASED
Shares7,076 from 8,003
Change-927 (-12%)
Value$784.3K (-$144.5K)
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares7,056 from 7,056
Change0 (0%)
Value$773.4K (-$55.7K)
Filed 2026-10-30
Perigon Wealth Management, LLC
DECREASED
Shares7,041 from 7,515
Change-474 (-6%)
Value$771.8K (-$111.2K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares7,036 from 6,779
Change+257 (+4%)
Value$771 (-$796.2K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares7,025 from 4,587
Change+2,438 (+53%)
Value$770.0K (+$231.1K)
Filed 2026-10-16
Crescent Grove Advisors, LLC
DECREASED
Shares6,983 from 7,255
Change-272 (-4%)
Value$765.4K (-$87.1K)
Filed 2026-10-21
River Street Advisors LLC
DECREASED
Shares6,942 from 7,124
Change-182 (-3%)
Value$760.9K (-$76.2K)
Filed 2026-10-22
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares6,910 from 6,902
Change+8 (+0%)
Value$757.4K (-$53.6K)
Filed 2026-10-29
Bank of Stockton
DECREASED
Shares6,888 from 8,503
Change-1,615 (-19%)
Value$755.0K (-$244.1K)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares6,840 from 6,856
Change-16 (0%)
Value$749.7K (-$55.8K)
Filed 2026-10-14
Tannin Capital LLC
DECREASED
Shares6,721 from 6,931
Change-210 (-3%)
Value$736.7K (-$77.7K)
Filed 2026-11-05
Montis Financial, LLC
DECREASED
Shares6,661 from 7,024
Change-363 (-5%)
Value$730.1K (-$95.3K)
Filed 2026-11-04
RFG Advisory, LLC
DECREASED
Shares6,652 from 7,975
Change-1,323 (-17%)
Value$729.2K (-$207.9K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
DECREASED
Shares6,556 from 6,587
Change-31 (0%)
Value$718.6K (-$55.4K)
Filed 2026-10-26
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares6,442 from 6,442
Change0 (0%)
Value$706.1K (-$50.8K)
Filed 2026-10-27
Modera Wealth Management, LLC
DECREASED
Shares6,427 from 7,457
Change-1,030 (-14%)
Value$704.5K (-$171.7K)
Filed 2026-10-28
Washington Trust Bank
UNCHANGED
Shares6,371 from 6,371
Change0 (0%)
Value$698.3K (-$50.3K)
Filed 2026-11-03
Legacy Private Trust Co.
UNCHANGED
Shares6,370 from 6,370
Change0 (0%)
Value$698.2K (-$50.3K)
Filed 2026-10-06
Prosperity Planning, Inc.
DECREASED
Shares6,342 from 6,686
Change-344 (-5%)
Value$695.1K (-$90.5K)
Filed 2026-10-09
MSH Capital Advisors LLC
UNCHANGED
Shares6,340 from 6,340
Change0 (0%)
Value$694.9K (-$50.0K)
Filed 2026-11-03
Signature Wealth Management Partners, LLC
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$690.5K (-$49.7K)
Filed 2026-10-21
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares6,270 from 6,138
Change+132 (+2%)
Value$687.3K (-$33.9K)
Filed 2026-10-29
Confluence Wealth Services, Inc.
UNCHANGED
Shares6,254 from 6,254
Change0 (0%)
Value$685.5K (-$49.3K)
Filed 2026-11-05
Uhlmann Price Securities, LLC
NEW
Shares6,221
Change+6,221
Value$681.9K
Filed 2026-11-03
August Group Capital Ltd
INCREASED
Shares6,191 from 6,180
Change+11 (+0%)
Value$678.5K (-$47.6K)
Filed 2026-10-14
Friday Financial
INCREASED
Shares6,177 from 4,638
Change+1,539 (+33%)
Value$684.7K (+$156.7K)
Filed 2026-10-09
Mission Wealth Management, LP
DECREASED
Shares6,110 from 8,976
Change-2,866 (-32%)
Value$669.7K (-$385.0K)
Filed 2026-10-15
Palisade Asset Management, LLC
DECREASED
Shares6,107 from 6,257
Change-150 (-2%)
Value$669.4K (-$65.8K)
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares6,039 from 6,033
Change+6 (+0%)
Value$661.9K (-$46.9K)
Filed 2026-10-19
Pinnacle Financial Group, LLC / IL
INCREASED
Shares6,005 from 6,003
Change+2 (+0%)
Value$658.2K (-$47.1K)
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$646.7K (-$46.6K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares5,891 from 6,140
Change-249 (-4%)
Value$645.7K (-$75.7K)
Filed 2026-10-27
IFG Advisors, LLC
UNCHANGED
Shares5,884 from 5,884
Change0 (0%)
Value$645.0K (-$46.4K)
Filed 2026-10-15
Level Four Advisory Services, LLC
INCREASED
Shares5,810 from 5,650
Change+160 (+3%)
Value$636.9K (-$27.1K)
Filed 2026-11-06
Guerra PAN Advisors, LLC
DECREASED
Shares5,800 from 5,836
Change-36 (-1%)
Value$629.0K (-$56.8K)
Filed 2026-10-26
Fiduciary Alliance LLC
DECREASED
Shares5,789 from 9,595
Change-3,806 (-40%)
Value$634.5K (-$492.9K)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares5,775 from 6,134
Change-359 (-6%)
Value$633.0K (-$87.7K)
Filed 2026-11-02
Sapient Capital LLC
INCREASED
Shares5,760 from 5,547
Change+213 (+4%)
Value$631.3K (-$20.4K)
Filed 2026-10-08
Net Worth Advisory Group
INCREASED
Shares5,735 from 5,598
Change+137 (+2%)
Value$635.7K (-$22.0K)
Filed 2026-10-20
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares5,729 from 6,695
Change-966 (-14%)
Value$628.0K (-$158.7K)
Filed 2026-10-19
Independent Wealth Network Inc.
DECREASED
Shares5,714 from 5,738
Change-24 (0%)
Value$626.3K (-$48.0K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
DECREASED
Shares5,697 from 5,719
Change-22 (0%)
Value$624.5K (-$47.5K)
Filed 2026-10-19
Sunpointe, LLC
INCREASED
Shares5,614 from 5,613
Change+1 (+0%)
Value$615.3K (-$44.2K)
Filed 2026-10-22
Resonant Capital Advisors, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$602.9K (-$43.4K)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares5,411 from 5,411
Change0 (0%)
Value$593.1K (-$42.7K)
Filed 2026-10-19
American Financial & TAX Strategies Inc
UNCHANGED
Shares5,406 from 5,406
Change0 (0%)
Value$592.6K (-$42.7K)
Filed 2026-10-16
CRA Financial Services, LLC
UNCHANGED
Shares5,404 from 5,404
Change0 (0%)
Value$592.3K (-$42.6K)
Filed 2026-10-16
21 West Wealth Management LLC
UNCHANGED
Shares5,404 from 5,404
Change0 (0%)
Value$592.3K (-$42.6K)
Filed 2026-10-13
626 Financial, LLC
UNCHANGED
Shares5,380 from 5,380
Change0 (0%)
Value$589.7K (-$42.4K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
DECREASED
Shares5,370 from 5,371
Change-1 (0%)
Value$588.6K (-$42.5K)
Filed 2026-10-22
Evergreen Capital Management LLC
UNCHANGED
Shares5,370 from 5,370
Change0 (0%)
Value$588.6K (-$42.4K)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares5,344 from 5,344
Change0 (0%)
Value$585.8K (-$42.2K)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
UNCHANGED
Shares5,295 from 5,295
Change0 (0%)
Value$580.4K (-$41.8K)
Filed 2026-10-26
Destiny Capital Corp
DECREASED
Shares5,270 from 6,391
Change-1,121 (-18%)
Value$577.7K (-$173.2K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares5,257 from 5,257
Change0 (0%)
Value$576.2K (-$41.5K)
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
DECREASED
Shares5,250 from 5,279
Change-29 (-1%)
Value$575.5K (-$44.8K)
Filed 2026-11-05
Stephen J. Garry & Associates, LLC
DECREASED
Shares5,030 from 5,410
Change-380 (-7%)
Value$551.3K (-$84.3K)
Filed 2026-11-05
Diversify Advisory Services, LLC
DECREASED
Shares4,960 from 45,499
Change-40,539 (-89%)
Value$544.8K (-$4.6M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares4,960 from 45,499
Change-40,539 (-89%)
Value$544.8K (-$4.6M)
Filed 2026-10-20
Stevens Capital Partners
INCREASED
Shares4,921 from 4,021
Change+900 (+22%)
Value$539.4K (+$67.0K)
Filed 2026-10-29
Mezzasalma Advisors, LLC
UNCHANGED
Shares4,903 from 4,903
Change0 (0%)
Value$537.4K (-$38.7K)
Filed 2026-10-14
Wagner Wealth Management, Corp
INCREASED
Shares4,859 from 4,842
Change+17 (+0%)
Value$532.6K (-$36.3K)
Filed 2026-10-20
Jacobi Capital Management LLC
UNCHANGED
Shares4,811 from 4,811
Change0 (0%)
Value$527.3K (-$38.0K)
Filed 2026-11-05
Sawgrass Asset Management LLC
UNCHANGED
Shares4,721 from 4,721
Change0 (0%)
Value$517.5K (-$37.2K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares4,698 from 5,246
Change-548 (-10%)
Value$515.0K (-$101.4K)
Filed 2026-10-22
Greenup Street Wealth Management LLC
DECREASED
Shares4,695 from 4,718
Change-23 (0%)
Value$514.6K (-$39.7K)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares4,689 from 2,148
Change+2,541 (+118%)
Value$514.0K (+$261.6K)
Filed 2026-10-15
Biltmore Family Office, LLC
UNCHANGED
Shares4,674 from 4,674
Change0 (0%)
Value$512.3K (-$36.9K)
Filed 2026-11-03
Harbour Trust & Investment Management Co
DECREASED
Shares4,646 from 4,738
Change-92 (-2%)
Value$509.2K (-$47.5K)
Filed 2026-10-28
Sigma Investment Counselors Inc
INCREASED
Shares4,605 from 2,955
Change+1,650 (+56%)
Value$504.8K (+$157.6K)
Filed 2026-10-27
Fiduciary Financial Group, LLC
UNCHANGED
Shares4,445 from 4,445
Change0 (0%)
Value$487.2K (-$35.1K)
Filed 2026-10-13
Meridian Financial Advisors, LLC
DECREASED
Shares4,391 from 4,423
Change-32 (-1%)
Value$481.3K (-$38.4K)
Filed 2026-10-14
Milestones Private Investment Advisors LLC
DECREASED
Shares4,378 from 4,396
Change-18 (0%)
Value$479.9K (-$36.7K)
Filed 2026-10-19
Congress Asset Management Co
DECREASED
Shares4,373 from 15,059
Change-10,686 (-71%)
Value$479.3K (-$1.3M)
Filed 2026-10-06
Cove Private Wealth, LLC
INCREASED
Shares4,360 from 3,810
Change+550 (+14%)
Value$477.9K (+$30.2K)
Filed 2026-10-28
Navigate Wealth Management, LLC
DECREASED
Shares4,324 from 4,721
Change-397 (-8%)
Value$484.4K (-$46.2K)
Filed 2026-10-14
Clientfirst Wealth Management, LLC
UNCHANGED
Shares4,324 from 4,324
Change0 (0%)
Value$474.0K (-$34.1K)
Filed 2026-11-04
Slow Capital, Inc.
DECREASED
Shares4,319 from 5,590
Change-1,271 (-23%)
Value$473.4K (-$183.4K)
Filed 2026-10-23
Russell Investments Group, Ltd.
DECREASED
Shares4,247 from 4,292
Change-45 (-1%)
Value$465.5K (-$38.8K)
Filed 2026-11-06
Carnegie Investment Counsel
UNCHANGED
Shares4,186 from 4,186
Change0 (0%)
Value$458.8K (-$33.0K)
Filed 2026-10-20
United Community Bank
UNCHANGED
Shares4,183 from 4,183
Change0 (0%)
Value$458.5K (-$33.0K)
Filed 2026-10-28
Mattern Wealth Management LLC
DECREASED
Shares4,172 from 4,249
Change-77 (-2%)
Value$457.2K (-$42.0K)
Filed 2026-11-04
Equitable Trust Co
UNCHANGED
Shares4,138 from 4,138
Change0 (0%)
Value$453.6K (-$32.6K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares4,134 from 4,117
Change+17 (+0%)
Value$453.1K (-$30.6K)
Filed 2026-10-09
Asset Dedication, LLC
INCREASED
Shares4,131 from 3,888
Change+243 (+6%)
Value$452.8K (-$4.0K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares4,121 from 4,569
Change-448 (-10%)
Value$451.7K (-$85.2K)
Filed 2026-10-08
Indiana Trust & Investment Management Co
UNCHANGED
Shares4,067 from 4,067
Change0 (0%)
Value$445.8K (-$32.1K)
Filed 2026-10-22
Community Bank, N.A.
UNCHANGED
Shares4,045 from 4,045
Change0 (0%)
Value$443.4K (-$31.9K)
Filed 2026-11-06
Childress Capital Advisors, LLC
DECREASED
Shares4,022 from 4,353
Change-331 (-8%)
Value$440.9K (-$70.6K)
Filed 2026-10-28
Doliver Advisors, LP
UNCHANGED
Shares3,980 from 3,980
Change0 (0%)
Value$436.2K (-$31.4K)
Filed 2026-10-01
Kestra Private Wealth Services, LLC
DECREASED
Shares3,929 from 4,588
Change-659 (-14%)
Value$430.7K (-$108.4K)
Filed 2026-11-06
BAR Harbor Wealth Management
DECREASED
Shares3,927 from 3,978
Change-51 (-1%)
Value$430.4K (-$37.0K)
Filed 2026-10-21
HCR Wealth Advisors
DECREASED
Shares3,914 from 3,942
Change-28 (-1%)
Value$429.0K (-$34.2K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
INCREASED
Shares3,909 from 3,900
Change+9 (+0%)
Value$433.2K (-$19.6K)
Filed 2026-10-16
MKT Advisors LLC
UNCHANGED
Shares3,874 from 3,874
Change0 (0%)
Value$429.6K (-$11.4K)
Filed 2026-10-20
Navigation Group, LLC
UNCHANGED
Shares3,817 from 3,817
Change0 (0%)
Value$418.4K (-$30.1K)
Filed 2026-10-28
Bay Capital Advisors, LLC
UNCHANGED
Shares3,815 from 3,815
Change0 (0%)
Value$418.2K (-$30.1K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
UNCHANGED
Shares3,813 from 3,813
Change0 (0%)
Value$417.9K (-$30.1K)
Filed 2026-10-29
Independence Bank of Kentucky
UNCHANGED
Shares3,760 from 3,760
Change0 (0%)
Value$412.1K (-$29.7K)
Filed 2026-10-26
Gerald Baker Financial Group LLC
INCREASED
Shares3,744 from 3,740
Change+4 (+0%)
Value$410.3K (-$29.2K)
Filed 2026-10-09
Linscomb Wealth, Inc.
DECREASED
Shares3,730 from 3,757
Change-27 (-1%)
Value$408.8K (-$32.6K)
Filed 2026-11-05
Highland Capital Management, LLC
DECREASED
Shares3,724 from 3,854
Change-130 (-3%)
Value$408.2K (-$44.7K)
Filed 2026-10-26
Johnson Financial Group, LLC
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$405.0K (-$29.2K)
Filed 2026-11-03
Veracity Capital LLC
UNCHANGED
Shares3,652 from 3,652
Change0 (0%)
Value$400.3K (-$28.8K)
Filed 2026-10-08
Trueblood Wealth Management, LLC
INCREASED
Shares3,648 from 3,642
Change+6 (+0%)
Value$399.8K (-$28.2K)
Filed 2026-10-23
Bailard, Inc.
UNCHANGED
Shares3,626 from 3,626
Change0 (0%)
Value$397.4K (-$28.6K)
Filed 2026-10-13
Breachway Investments LLC
UNCHANGED
Shares3,618 from 3,618
Change0 (0%)
Value$396.6K (-$28.5K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
INCREASED
Shares3,605 from 3,603
Change+2 (+0%)
Value$395.2K (-$28.1K)
Filed 2026-10-22
MMA Asset Management LLC
UNCHANGED
Shares3,562 from 3,562
Change0 (0%)
Value$390.4K (-$28.1K)
Filed 2026-11-02
Davenport & Co LLC
INCREASED
Shares3,553 from 3,422
Change+131 (+4%)
Value$389.4K (-$12.6K)
Filed 2026-10-14
Vann Equity Management LLC
INCREASED
Shares3,550 from 3,508
Change+42 (+1%)
Value$389.1K (-$23.1K)
Filed 2026-10-08
KCM Investment Advisors LLC
UNCHANGED
Shares3,550 from 3,550
Change0 (0%)
Value$389.1K (-$28.0K)
Filed 2026-10-27
Norris Perne & French LLP
DECREASED
Shares3,540 from 4,116
Change-576 (-14%)
Value$388.0K (-$95.6K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares3,516 from 3,514
Change+2 (+0%)
Value$385.4K (-$27.5K)
Filed 2026-10-27
Bensler, LLC
UNCHANGED
Shares3,504 from 3,504
Change0 (0%)
Value$384.1K (-$27.6K)
Filed 2026-11-05
Renasant Bank
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$383.6K (-$27.6K)
Filed 2026-11-05
Benchmark Financial, LLC
INCREASED
Shares3,477 from 3,327
Change+150 (+5%)
Value$381.1K (-$9.8K)
Filed 2026-10-16
Huntleigh Advisors, Inc.
INCREASED
Shares3,421 from 2,603
Change+818 (+31%)
Value$375.0K (+$69.1K)
Filed 2026-11-03
Northeast Investment Management
UNCHANGED
Shares3,402 from 3,402
Change0 (0%)
Value$372.9K (-$26.8K)
Filed 2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares3,398 from 3,398
Change0 (0%)
Value$372.5K (-$26.8K)
Filed 2026-10-23
NBH Bank
UNCHANGED
Shares3,390 from 3,390
Change0 (0%)
Value$371.6K (-$26.7K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares3,378 from 2,360
Change+1,018 (+43%)
Value$370.3K (+$93.0K)
Filed 2026-10-21
Probity Advisors, Inc.
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$357.3K (-$25.7K)
Filed 2026-10-23
NBT Bank, N.A.
DECREASED
Shares3,255 from 3,900
Change-645 (-17%)
Value$356.8K (-$101.5K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares3,251 from 3,251
Change0 (0%)
Value$356.7K (-$25.3K)
Filed 2026-10-30
Clayton Financial Group LLC
INCREASED
Shares3,250 from 3,248
Change+2 (+0%)
Value$356.2K (-$25.4K)
Filed 2026-10-13
MV Capital Management, Inc.
UNCHANGED
Shares3,236 from 3,236
Change0 (0%)
Value$354.7K (-$25.5K)
Filed 2026-10-29
Mlp3, LLC
INCREASED
Shares3,232 from 3,230
Change+2 (+0%)
Value$354.2K (-$25.3K)
Filed 2026-10-22
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares3,221 from 3,231
Change-10 (0%)
Value$353.0K (-$26.6K)
Filed 2026-10-29
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares3,205 from 3,205
Change0 (0%)
Value$351.3K (-$25.3K)
Filed 2026-10-13
Meitav Investment House LTD
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$351.8K (-$19.3K)
Filed 2026-10-28
Parcion Private Wealth LLC
DECREASED
Shares3,178 from 3,603
Change-425 (-12%)
Value$348.3K (-$75.0K)
Filed 2026-10-28
TCI Wealth Advisors, Inc.
NEW
Shares3,150
Change+3,150
Value$345.3K
Filed 2026-10-30
Strategic Blueprint, LLC
DECREASED
Shares3,143 from 3,176
Change-33 (-1%)
Value$344.5K (-$28.7K)
Filed 2026-10-22
Balboa Wealth Partners
DECREASED
Shares3,125 from 3,151
Change-26 (-1%)
Value$342.5K (-$27.7K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares3,103 from 3,128
Change-25 (-1%)
Value$340.1K (-$27.4K)
Filed 2026-10-22
Buckhead Capital Management LLC
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$334.3K (-$24.1K)
Filed 2026-11-03
Sage Financial Group Inc
INCREASED
Shares3,038 from 2,971
Change+67 (+2%)
Value$333.0K (-$16.1K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares3,029
Change+3,029
Value$332.0K
Filed 2026-11-03
Terril Brothers, Inc.
DECREASED
Shares2,970 from 3,406
Change-436 (-13%)
Value$325.5K (-$74.7K)
Filed 2026-11-06
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$323.4K (-$23.3K)
Filed 2026-11-02
Creekside Partners
UNCHANGED
Shares2,931 from 2,931
Change0 (0%)
Value$321.3K (-$23.1K)
Filed 2026-11-04
BIP Wealth, LLC
DECREASED
Shares2,927 from 2,932
Change-5 (0%)
Value$320.8K (-$23.7K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,922 from 4,404
Change-1,482 (-34%)
Value$320.3K (-$197.2K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares2,921 from 2,921
Change0 (0%)
Value$320.2K (-$23.0K)
Filed 2026-10-05
Eclectic Associates Inc
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$317.9K (-$22.9K)
Filed 2026-10-09
Heritage Investors Management Corp
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$318 (-$340.7K)
Filed 2026-10-29
Lyell Wealth Management, LP
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$315.1K (-$22.7K)
Filed 2026-10-30
Wedbush Securities Inc
DECREASED
Shares2,846 from 3,234
Change-388 (-12%)
Value$312 (-$379.7K)
Filed 2026-10-22
Fisher Asset Management, LLC
INCREASED
Shares2,816 from 2,737
Change+79 (+3%)
Value$308.7K (-$13.0K)
Filed 2026-11-06
Ritholtz Wealth Management
UNCHANGED
Shares2,804 from 2,804
Change0 (0%)
Value$307.3K (-$22.1K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares2,803 from 2,803
Change0 (0%)
Value$307.2K (-$22.1K)
Filed 2026-10-13
Independent Investors Inc
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$306.9K (-$22.1K)
Filed 2026-10-30
Krilogy Financial LLC
INCREASED
Shares2,787 from 2,786
Change+1 (+0%)
Value$309.6K (-$17.7K)
Filed 2026-10-13
Value Investment Professionals, LLC
INCREASED
Shares2,772 from 2,767
Change+5 (+0%)
Value$303.9K (-$21.3K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares2,764 from 2,355
Change+409 (+17%)
Value$303.0K (+$26.3K)
Filed 2026-10-23
Chemung Canal Trust Co
UNCHANGED
Shares2,761 from 2,761
Change0 (0%)
Value$302.6K (-$21.8K)
Filed 2026-11-04
Winthrop Capital Management, LLC
UNCHANGED
Shares2,758 from 2,758
Change0 (0%)
Value$302.3K (-$21.7K)
Filed 2026-11-05
Horizon Wealth Management, LLC
UNCHANGED
Shares2,755 from 2,755
Change0 (0%)
Value$302.0K (-$21.7K)
Filed 2026-11-02
Noble Wealth Management PBC
INCREASED
Shares2,737 from 2,611
Change+126 (+5%)
Value$300.0K (-$6.8K)
Filed 2026-10-01
Greater Midwest Financial Group, LLC
INCREASED
Shares2,735 from 2,730
Change+5 (+0%)
Value$299.7K (-$21.0K)
Filed 2026-10-13
First City Capital Management, Inc.
UNCHANGED
Shares2,732 from 2,732
Change0 (0%)
Value$299.5K (-$21.6K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$295.9K (-$21.3K)
Filed 2026-10-26
Townsend Asset Management Corp
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$292.7K (-$21.1K)
Filed 2026-10-29
Csenge Advisory Group
INCREASED
Shares2,666 from 2,626
Change+40 (+2%)
Value$292.2K (-$16.3K)
Filed 2026-11-04
Uptick Partners, LLC
UNCHANGED
Shares2,662 from 2,662
Change0 (0%)
Value$291.8K (-$21.0K)
Filed 2026-11-04
Accredited Investors Inc.
UNCHANGED
Shares2,649 from 2,649
Change0 (0%)
Value$290.4K (-$20.9K)
Filed 2026-11-03
Mccarter Private Wealth Services LLC
DECREASED
Shares2,621 from 2,713
Change-92 (-3%)
Value$287.3K (-$31.5K)
Filed 2026-10-22
Sterling Investment Counsel, LLC
INCREASED
Shares2,614 from 2,576
Change+38 (+1%)
Value$286.5K (-$16.2K)
Filed 2026-10-19
Saxon Interests, Inc.
DECREASED
Shares2,602 from 4,734
Change-2,132 (-45%)
Value$285.2K (-$271.0K)
Filed 2026-10-26
Lazari Capital Management, Inc.
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$280.6K (-$20.2K)
Filed 2026-10-20
Connecticut Wealth Management, LLC
DECREASED
Shares2,552 from 2,867
Change-315 (-11%)
Value$279.7K (-$57.1K)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$278.4K (-$20.0K)
Filed 2026-10-21
Moneywise, Inc.
UNCHANGED
Shares2,539 from 2,539
Change0 (0%)
Value$278.3K (-$20.0K)
Filed 2026-10-30
Insight Inv LLC
UNCHANGED
Shares2,509 from 2,509
Change0 (0%)
Value$275.0K (-$19.8K)
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares2,501 from 2,501
Change0 (0%)
Value$274.1K (-$19.7K)
Filed 2026-10-05
Rockwood Wealth Management, LLC
INCREASED
Shares2,480 from 2,320
Change+160 (+7%)
Value$271.8K (-$767)
Filed 2026-10-27
Elyxium Wealth, LLC
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$271.8K (-$19.6K)
Filed 2026-10-27
Freedom Day Solutions, LLC
DECREASED
Shares2,473 from 2,494
Change-21 (-1%)
Value$271.1K (-$21.9K)
Filed 2026-10-20
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$269.6K (-$19.4K)
Filed 2026-10-23
Opus Financial Solutions LLC
DECREASED
Shares2,459 from 2,985
Change-526 (-18%)
Value$269.5K (-$81.2K)
Filed 2026-11-06
Relyea Zuckerberg Hanson LLC
INCREASED
Shares2,455 from 2,451
Change+4 (+0%)
Value$269.1K (-$18.9K)
Filed 2026-10-20
Park Capital Management, LLC / WI
UNCHANGED
Shares2,451 from 2,451
Change0 (0%)
Value$268.7K (-$19.3K)
Filed 2026-10-13
Goldenstone Wealth Management LLC
DECREASED
Shares2,450 from 3,750
Change-1,300 (-35%)
Value$268.5K (-$172.1K)
Filed 2026-11-04
Stanich Group LLC
DECREASED
Shares2,423 from 2,437
Change-14 (-1%)
Value$265.6K (-$20.8K)
Filed 2026-10-16
SeaBridge Investment Advisors LLC
NEW
Shares2,394
Change+2,394
Value$262.4K
Filed 2026-11-02
Chapin Davis, Inc.
UNCHANGED
Shares2,376 from 2,376
Change0 (0%)
Value$260.4K (-$18.7K)
Filed 2026-10-09
Patriot Investment Management Group, Inc.
UNCHANGED
Shares2,376 from 2,376
Change0 (0%)
Value$260.4K (-$18.7K)
Filed 2026-10-15
Intergy Private Wealth, LLC
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$258.2K (-$18.6K)
Filed 2026-10-16
Radnor Capital Management, LLC
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$257.8K (-$18.6K)
Filed 2026-10-23
Shrier Wealth Management, LLC
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$257.0K (-$18.5K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares2,340 from 2,243
Change+97 (+4%)
Value$256.5K (-$7.0K)
Filed 2026-10-21
Eagle Global Advisors LLC
INCREASED
Shares2,340 from 2,300
Change+40 (+2%)
Value$256.5K (-$13.8K)
Filed 2026-11-02
Sightline Wealth Advisors, LLC
UNCHANGED
Shares2,328 from 2,328
Change0 (0%)
Value$255.2K (-$18.4K)
Filed 2026-10-21
Advisors Management Group Inc
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$254.0K (-$18.0K)
Filed 2026-11-05
First Interstate Bank
UNCHANGED
Shares2,288 from 2,288
Change0 (0%)
Value$250.8K (-$18.1K)
Filed 2026-10-23
LaFleur & Godfrey LLC
UNCHANGED
Shares2,287 from 2,287
Change0 (0%)
Value$250.7K (-$18.0K)
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$250.5K (-$18.0K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares2,254 from 2,162
Change+92 (+4%)
Value$247.1K (-$7.0K)
Filed 2026-10-26
Legacy Bridge, LLC
DECREASED
Shares2,253 from 2,266
Change-13 (-1%)
Value$247.0K (-$19.3K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares2,241 from 1,906
Change+335 (+18%)
Value$245.7K (+$21.8K)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$245.5K (-$17.7K)
Filed 2026-10-19
Arcadia Investment Advisors LLC
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$245.5K (-$17.7K)
Filed 2026-10-13
North Capital, Inc.
UNCHANGED
Shares2,228 from 2,228
Change0 (0%)
Value$247.0K (-$14.8K)
Filed 2026-10-16
Principle Wealth Partners LLC
NEW
Shares2,219
Change+2,219
Value$243.2K
Filed 2026-11-02
Cornerstone Wealth Management, LLC
UNCHANGED
Shares2,174 from 2,174
Change0 (0%)
Value$238.3K (-$17.2K)
Filed 2026-11-04
HUB Investment Partners, LLC
DECREASED
Shares2,170 from 2,410
Change-240 (-10%)
Value$237.9K (-$45.3K)
Filed 2026-11-03
W Advisors, LLC
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$237.9K (-$17.1K)
Filed 2026-11-02
Alpha Omega Wealth Management LLC
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$237.9K (-$17.1K)
Filed 2026-10-23
Shakespeare Wealth Management, LLC
NEW
Shares2,160
Change+2,160
Value$236.8K
Filed 2026-10-28
Roman Butler Fullerton & Co
INCREASED
Shares2,157 from 2,155
Change+2 (+0%)
Value$234.0K (-$9.3K)
Filed 2026-10-27
Eagle Bay Advisors LLC
INCREASED
Shares2,144 from 2,097
Change+47 (+2%)
Value$235.0K (-$11.4K)
Filed 2026-10-16
West Bancorporation Inc
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$234.6K (-$16.9K)
Filed 2026-10-29
Wealth Preservation Advisors, LLC
NEW
Shares2,131
Change+2,131
Value$233.6K
Filed 2026-11-05
Arthur M. Cohen & Associates, LLC
NEW
Shares2,120
Change+2,120
Value$232.4K
Filed 2026-10-26
Beese Fulmer Investment Management, Inc.
NEW
Shares2,120
Change+2,120
Value$232.4K
Filed 2026-10-23
Nilsine Partners, LLC
UNCHANGED
Shares2,102 from 2,102
Change0 (0%)
Value$230.4K (-$16.6K)
Filed 2026-11-02
Procyon Advisors, LLC
DECREASED
Shares2,095 from 2,325
Change-230 (-10%)
Value$229.6K (-$43.6K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares2,093 from 2,093
Change0 (0%)
Value$229.4K (-$16.5K)
Filed 2026-10-27
Parkshore Wealth Management, Inc.
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$227.7K (-$16.4K)
Filed 2026-10-13
CWS Financial Advisors, LLC
INCREASED
Shares2,073 from 2,072
Change+1 (+0%)
Value$227.2K (-$16.2K)
Filed 2026-10-16
SteelPeak Wealth, LLC
INCREASED
Shares2,034 from 1,808
Change+226 (+13%)
Value$222.9K (+$10.5K)
Filed 2026-10-16
Winthrop Advisory Group LLC
INCREASED
Shares2,031 from 1,964
Change+67 (+3%)
Value$222.6K (-$8.2K)
Filed 2026-10-22
Lewis Asset Management, LLC
UNCHANGED
Shares2,021 from 2,021
Change0 (0%)
Value$221.5K (-$15.9K)
Filed 2026-10-14
Certified Advisory Corp
NEW
Shares1,974
Change+1,974
Value$216.3K
Filed 2026-10-29
Quadcap Wealth Management, LLC
DECREASED
Shares1,969 from 2,093
Change-124 (-6%)
Value$215.8K (-$30.1K)
Filed 2026-11-02
SC&H Financial Advisors, Inc.
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$214.8K (-$15.5K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
INCREASED
Shares1,954 from 1,951
Change+3 (+0%)
Value$216.7K (-$12.6K)
Filed 2026-10-27
Security National Bank
UNCHANGED
Shares1,951 from 1,951
Change0 (0%)
Value$213.8K (-$15.4K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares1,945 from 5,428
Change-3,483 (-64%)
Value$213.2K (-$424.6K)
Filed 2026-11-04
Means Investment Co., Inc.
INCREASED
Shares1,936 from 1,934
Change+2 (+0%)
Value$212.2K (-$15.0K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED
Shares1,935 from 3,464
Change-1,529 (-44%)
Value$212.1K (-$194.8K)
Filed 2026-10-13
FC Advisory LLC
INCREASED
Shares1,928 from 1,926
Change+2 (+0%)
Value$211.3K (-$14.9K)
Filed 2026-10-05
Gemmer Asset Management LLC
DECREASED
Shares1,897 from 1,929
Change-32 (-2%)
Value$207.9K (-$18.7K)
Filed 2026-10-16
Simplicity Wealth,LLC
NEW
Shares1,884
Change+1,884
Value$206.5K
Filed 2026-10-23
Kwmg, LLC
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$206.1K (-$14.8K)
Filed 2026-10-07
GLR Partners, LLC
DECREASED
Shares1,870 from 1,957
Change-87 (-4%)
Value$205.0K (-$25.0K)
Filed 2026-11-04
Romano Brothers and Company
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$204.8K (-$14.7K)
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$202.8K (-$14.6K)
Filed 2026-10-26
Mengis Capital Management, Inc.
NEW
Shares1,848
Change+1,848
Value$202.6K
Filed 2026-10-13
Saxony Capital Management, LLC
DECREASED
Shares1,845 from 1,903
Change-58 (-3%)
Value$202.2K (-$21.4K)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares1,842 from 1,842
Change0 (0%)
Value$201.9K (-$14.5K)
Filed 2026-10-23
Mountain Capital Investment Advisors Inc.
INCREASED
Shares1,832 from 1,829
Change+3 (+0%)
Value$200.8K (-$14.1K)
Filed 2026-11-06
Burk Holdings LLC
INCREASED
Shares1,730 from 80
Change+1,650 (+2063%)
Value$189.6K (+$180.2K)
Filed 2026-11-05
Mcdonald Partners LLC
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$183.7K (-$13.2K)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares1,652 from 1,652
Change0 (0%)
Value$181.1K (-$13.0K)
Filed 2026-10-08
Midwest Capital Advisors, LLC
UNCHANGED
Shares1,632 from 1,632
Change0 (0%)
Value$178.9K (-$12.9K)
Filed 2026-11-04
Old Second National Bank of Aurora
DECREASED
Shares1,618 from 2,097
Change-479 (-23%)
Value$177.3K (-$69.0K)
Filed 2026-10-22
Financial Perspectives, Inc
UNCHANGED
Shares1,564 from 1,564
Change0 (0%)
Value$171.4K (-$12.3K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,564 from 1,564
Change0 (0%)
Value$171.4K (-$12.3K)
Filed 2026-10-21
Clearstead Trust, LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$171.0K (-$12.3K)
Filed 2026-11-06
Trust Co of Toledo NA
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$166.6K (-$12.0K)
Filed 2026-10-16
Duncker Streett & Co Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$164.4K (-$11.8K)
Filed 2026-10-27
Eastern Bank
NEW
Shares1,476
Change+1,476
Value$161.8K
Filed 2026-10-05
Rosenberg Matthew Hamilton
DECREASED
Shares1,472 from 1,554
Change-82 (-5%)
Value$161.3K (-$21.2K)
Filed 2026-10-05
Grove Bank & Trust
UNCHANGED
Shares1,472 from 1,472
Change0 (0%)
Value$161.3K (-$11.6K)
Filed 2026-10-08
West Paces Advisors Inc.
UNCHANGED
Shares1,441 from 1,441
Change0 (0%)
Value$157.9K (-$11.4K)
Filed 2026-10-13
Gen-Wealth Partners Inc
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$157.8K (-$11.4K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$151.1K (-$10.9K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$149.1K (-$10.7K)
Filed 2026-10-23
Central Trust Co
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$147.1K (-$10.6K)
Filed 2026-11-05
S.A. Mason LLC
UNCHANGED
Shares1,336 from 1,336
Change0 (0%)
Value$146.4K (-$10.5K)
Filed 2026-10-13
PFS Partners, LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$146.0K (-$10.5K)
Filed 2026-10-21
Horrell Capital Management, Inc.
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$133.7K (-$9.6K)
Filed 2026-10-08
Montag A & Associates Inc
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$128.0K (-$9.2K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares1,167
Change+1,167
Value$127.9K
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares1,166
Change+1,166
Value$127.8K
Filed 2026-10-27
Kentucky Trust Co
DECREASED
Shares1,120 from 1,170
Change-50 (-4%)
Value$122.8K (-$14.7K)
Filed 2026-10-15
First Command Advisory Services, Inc.
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$122.4K (-$8.8K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,068 from 1,068
Change0 (0%)
Value$117.1K (-$8.4K)
Filed 2026-10-23
Peachtree Investment Partners, LLC
DECREASED
Shares989 from 1,441
Change-452 (-31%)
Value$108.4K (-$60.8K)
Filed 2026-11-05
Sima Wealth Partners, LLC
DECREASED
Shares949 from 1,043
Change-94 (-9%)
Value$104.0K (-$18.5K)
Filed 2026-10-19
Mill Capital Management, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$98.6K (-$7.1K)
Filed 2026-10-26
Main Street Group, LTD
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$93.2K (-$6.7K)
Filed 2026-10-28
Kings Path Partners LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$92.1K (-$6.6K)
Filed 2026-10-21
Owl Creek Wealth Partners LLC
DECREASED
Shares835 from 906
Change-71 (-8%)
Value$91.5K (-$14.9K)
Filed 2026-10-20
Register Financial Advisors LLC
DECREASED
Shares778 from 933
Change-155 (-17%)
Value$85.3K (-$24.4K)
Filed 2026-10-23
William Mack & Associates, Inc.
NEW
Shares776
Change+776
Value$85.1K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares764
Change+764
Value$83.7K
Filed 2026-10-21
POM Investment Strategies, LLC
DECREASED
Shares744 from 994
Change-250 (-25%)
Value$81.6K (-$35.2K)
Filed 2026-10-20
Sage Mountain Advisors LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$79.5K (-$5.7K)
Filed 2026-11-02
Maseco LLP
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$78.2K (-$5.6K)
Filed 2026-10-27
Hilltop National Bank
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$76.7K (-$5.5K)
Filed 2026-10-14
Thompson Investment Management, Inc.
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$71.9K (-$5.2K)
Filed 2026-10-14
Y.D. More Investments Ltd
DECREASED
Shares640 from 680
Change-40 (-6%)
Value$70.2K (-$9.8K)
Filed 2026-11-02
Kelleher Financial Advisors
DECREASED
Shares620 from 1,240
Change-620 (-50%)
Value$68.0K (-$77.7K)
Filed 2026-10-30
Milestone Investment Advisors LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$66.7K (-$4.8K)
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares600
Change+600
Value$65.8K
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares593 from 11
Change+582 (+5291%)
Value$65.0K (+$63.7K)
Filed 2026-11-05
John A. Wolfe & Associates, Inc.
DECREASED
Shares582 from 617
Change-35 (-6%)
Value$63.8K (-$8.7K)
Filed 2026-11-06
RMG Wealth Management LLC
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$54.1K (-$5.5K)
Filed 2026-10-26
Fortis Group Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$54.8K (-$3.9K)
Filed 2026-11-06
Burkett Financial Services, LLC
INCREASED
Shares473 from 472
Change+1 (+0%)
Value$51.9K (-$3.6K)
Filed 2026-10-01
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$50.9K (-$3.7K)
Filed 2026-11-02
High Note Wealth, LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$49.5K (-$3.6K)
Filed 2026-10-27
Armor Investment Advisors, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$48.2K (-$3.5K)
Filed 2026-10-27
Strengthening Families & Communities, LLC
INCREASED
Shares433 from 432
Change+1 (+0%)
Value$47.5K (-$3.3K)
Filed 2026-10-21
Capital Investment Counsel, Inc
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$44.9K (-$3.2K)
Filed 2026-10-20
Hanson & Doremus Investment Management
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$43 (-$4)
Filed 2026-10-16
Quaker Wealth Management, LLC
INCREASED
Shares387 from 386
Change+1 (+0%)
Value$42.4K (-$3.0K)
Filed 2026-10-22
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$41.8K (-$2.9K)
Filed 2026-10-27
Rossmore Private Capital
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$40.1K (-$2.9K)
Filed 2026-10-27
Atwood & Palmer Inc
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$40.0K (-$2.9K)
Filed 2026-10-08
Steph & Co
DECREASED
Shares347 from 560
Change-213 (-38%)
Value$38.0K (-$27.8K)
Filed 2026-10-07
Abound Wealth Management
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$37.2K (-$2.7K)
Filed 2026-10-26
Align Financial, LLC
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$36.8K (-$2.7K)
Filed 2026-10-16
American National Bank & Trust
DECREASED
Shares333 from 443
Change-110 (-25%)
Value$36.5K (-$15.6K)
Filed 2026-10-07
Bear Mountain Capital, Inc.
DECREASED
Shares326 from 333
Change-7 (-2%)
Value$35.3K (-$2.6K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$34.4K (-$2.5K)
Filed 2026-11-05
SYM Financial Corp
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$34.1K (-$2.5K)
Filed 2026-10-26
First Premier Bank
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$32 (-$3)
Filed 2026-10-13
Angeles Wealth Management, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$32.4K (-$2.3K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares294 from 65
Change+229 (+352%)
Value$32.2K (+$24.6K)
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$32.1K (-$2.3K)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$32.1K (-$2.3K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$31.6K (-$2.3K)
Filed 2026-11-02
Citizens National Bank Trust Department
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$30.7K (-$2.2K)
Filed 2026-11-04
Your Advocates Ltd., LLP
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$26.0K (-$1.9K)
Filed 2026-11-03
Piedmont Capital Management, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$25.5K (-$1.8K)
Filed 2026-10-21
Tsfg, LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$25 (-$27.0K)
Filed 2026-10-23
Toth Financial Advisory Corp
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$24.1K (-$1.7K)
Filed 2026-10-08
Holos Integrated Wealth LLC
NEW
Shares207
Change+207
Value$22.4K
Filed 2026-10-23
Madden Securities Corp
NEW
Shares206
Change+206
Value$22.6K
Filed 2026-10-27
Creative Capital Management Investments LLC
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$22.4K (-$1.6K)
Filed 2026-10-28
Pacific Center for Financial Services
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$22.4K (-$1.6K)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$20.3K (-$1.4K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$19.1K (-$1.4K)
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$17.5K (-$1.3K)
Filed 2026-10-21
Caldwell Trust Co
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$17.4K (-$1.3K)
Filed 2026-10-30
Larson Financial Group LLC
DECREASED
Shares158 from 287
Change-129 (-45%)
Value$17.3K (-$16.4K)
Filed 2026-11-05
Beacon Financial Strategies Corp
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$17.1K (-$1.2K)
Filed 2026-10-14
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$14.5K (-$1.0K)
Filed 2026-10-16
NorthAvenue LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$14.0K (-$1.0K)
Filed 2026-10-29
Valued Wealth Advisors LLC
NEW
Shares125
Change+125
Value$13.7K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares120
Change+120
Value$13.2K
Filed 2026-10-27
Elevated Capital Advisors, LLC
INCREASED
Shares114 from 81
Change+33 (+41%)
Value$12.5K (+$3.0K)
Filed 2026-11-04
Bullock Wealth Management Group
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$12.4K (-$585)
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$12.3K (-$884)
Filed 2026-10-14
Pacifica Partners Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$12.4K (-$484)
Filed 2026-10-09
Adirondack Trust Co
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$12.3K (-$884)
Filed 2026-10-14
Transce3nd, LLC
NEW
Shares107
Change+107
Value$11.8K
Filed 2026-10-26
Kroeger Financial Partners
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$11.3K (-$812)
Filed 2026-10-19
Chung Wu Investment Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.0K (-$789)
Filed 2026-11-03
Decker Retirement Planning Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.0K (-$790)
Filed 2026-10-19
Hughes Financial Services, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$10.3K (-$704)
Filed 2026-10-30
Essential Investment Partners LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.8K (-$631)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$8.3K (-$597)
Filed 2026-10-30
Godsey & Gibb, Inc
NEW
Shares75
Change+75
Value$8.2K
Filed 2026-10-14
EPG Wealth Management LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$7.9K (-$568)
Filed 2026-11-03
Sawyer & Company, Inc
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$7.8K (-$561)
Filed 2026-10-21
Bayban
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$6.6K ($0)
Filed 2026-11-05
Trust Co
DECREASED
Shares48 from 96
Change-48 (-50%)
Value$5.3K (-$6.0K)
Filed 2026-10-09
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$5.3K (-$379)
Filed 2026-10-30
Avion Wealth
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$5 ($0)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.9K (-$284)
Filed 2026-11-02
Mosley Wealth Management
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$3.0K (-$207)
Filed 2026-10-16
Key Capital Management, Inc
INCREASED
Shares23 from 12
Change+11 (+92%)
Value$2.5K (+$1.1K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares22 from 10,890
Change-10,868 (-100%)
Value$2.4K (-$1.3M)
Filed 2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.4K (-$174)
Filed 2026-10-13
StrongBox Wealth, LLC
NEW
Shares20
Change+20
Value$2.2K
Filed 2026-11-02
Fairman Group, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.0K (-$142)
Filed 2026-10-26
Morton Brown Family Wealth, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.8K (-$126)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.0K (-$70)
Filed 2026-10-20
Networth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$110 (-$8)
Filed 2026-11-03
Raleigh Capital Management Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$106 (-$7)
Filed 2026-10-28
True Freedom Investing, LLC
CLOSED
Shares0 from 2,217,617
Change-2,217,617 (-100%)
Value$0 (-$223.1M)
Filed 2026-10-29
Pinkerton Wealth, LLC
CLOSED
Shares0 from 1,835,243
Change-1,835,243 (-100%)
Value$0 (-$184.7M)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
CLOSED
Shares0 from 105,580
Change-105,580 (-100%)
Value$0 (-$12.4M)
Filed 2026-10-16
Thrivent Financial for Lutherans
CLOSED
Shares0 from 30,305
Change-30,305 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-05
Summit Financial Consulting LLC
CLOSED
Shares0 from 27,175
Change-27,175 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-15
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 9,049
Change-9,049 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
Money Concepts Capital Corp
CLOSED
Shares0 from 8,151
Change-8,151 (-100%)
Value$0 (-$957.8K)
Filed 2026-11-06
Integrated Advisors Network LLC
CLOSED
Shares0 from 7,908
Change-7,908 (-100%)
Value$0 (-$929.1K)
Filed 2026-10-20
KPP Advisory Services LLC
CLOSED
Shares0 from 4,464
Change-4,464 (-100%)
Value$0 (-$524.5K)
Filed 2026-10-26
Baker Avenue Asset Management, LP
CLOSED
Shares0 from 2,922
Change-2,922 (-100%)
Value$0 (-$343.3K)
Filed 2026-11-06
Amplius Wealth Advisors, LLC
CLOSED
Shares0 from 2,881
Change-2,881 (-100%)
Value$0 (-$338.5K)
Filed 2026-10-20
Merkkuri Wealth Advisors LLC
CLOSED
Shares0 from 2,831
Change-2,831 (-100%)
Value$0 (-$332.7K)
Filed 2026-11-03
Arlington Trust Co LLC
CLOSED
Shares0 from 2,310
Change-2,310 (-100%)
Value$0 (-$271.4K)
Filed 2026-10-20
Aufman Associates Inc
CLOSED
Shares0 from 1,988
Change-1,988 (-100%)
Value$0 (-$233.6K)
Filed 2026-11-04
Park Edge Advisors, LLC
CLOSED
Shares0 from 1,781
Change-1,781 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-28
Founders Financial Securities LLC
CLOSED
Shares0 from 1,769
Change-1,769 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-28
Cordatus Wealth Management LLC
CLOSED
Shares0 from 1,764
Change-1,764 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-19
United Advisor Group, LLC
CLOSED
Shares0 from 1,761
Change-1,761 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-03
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 1,753
Change-1,753 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-14
Financial Advisory Corp
CLOSED
Shares0 from 1,744
Change-1,744 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-14
Richmond Investment Services, LLC
CLOSED
Shares0 from 1,741
Change-1,741 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-29
Kanawha Capital Management LLC
CLOSED
Shares0 from 1,733
Change-1,733 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-19
Charter Capital Management, Llc\de
CLOSED
Shares0 from 1,732
Change-1,732 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-28
Bennett Selby Investments LP
CLOSED
Shares0 from 1,720
Change-1,720 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-19
Christensen, King & Associates Investment Services, Inc.
CLOSED
Shares0 from 1,716
Change-1,716 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-22
Insight Wealth Partners, LLC
CLOSED
Shares0 from 1,706
Change-1,706 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-26
Voisard Asset Management Group, Inc.
CLOSED
Shares0 from 1,704
Change-1,704 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,167
Change-1,167 (-100%)
Value$0 (-$137.1K)
Filed 2026-10-13
Founders Capital Management
CLOSED
Shares0 from 1,126
Change-1,126 (-100%)
Value$0 (-$132.3K)
Filed 2026-10-13
Evergreen Private Wealth LLC
CLOSED
Shares0 from 1,030
Change-1,030 (-100%)
Value$0 (-$121.1K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 513
Change-513 (-100%)
Value$0 (-$58.0K)
Filed 2026-10-16
Kingdom Financial Group Llc.
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$20.7K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-15
Sims Investment Management, LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$11.2K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-20
First Pacific Financial
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-14
Tucker Asset Management LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-28
Kimelman & Baird, LLC
UNCHANGED
Shares0 from 0
Change0
Value$34 (-$3)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 7,365,748
Change-7,365,748 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,894,027
Change-5,894,027 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,492,033
Change-4,492,033 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,677,630
Change-3,677,630 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,139,491
Change-2,139,491 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,065,287
Change-2,065,287 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,907,313
Change-1,907,313 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,520,276
Change-1,520,276 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,169,953
Change-1,169,953 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,146,816
Change-1,146,816 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,103,320
Change-1,103,320 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 989,033
Change-989,033 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 956,027
Change-956,027 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 728,317
Change-728,317 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 696,600
Change-696,600 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 650,758
Change-650,758 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 536,489
Change-536,489 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 505,886
Change-505,886 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 468,196
Change-468,196 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 443,550
Change-443,550 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 407,266
Change-407,266 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 400,548
Change-400,548 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 396,412
Change-396,412 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 361,510
Change-361,510 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 350,476
Change-350,476 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 301,678
Change-301,678 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 277,858
Change-277,858 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 257,702
Change-257,702 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 245,585
Change-245,585 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 217,369
Change-217,369 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 213,832
Change-213,832 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 188,268
Change-188,268 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 183,426
Change-183,426 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 160,893
Change-160,893 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 158,887
Change-158,887 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 154,635
Change-154,635 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 152,013
Change-152,013 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 144,718
Change-144,718 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 143,117
Change-143,117 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 133,319
Change-133,319 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 111,329
Change-111,329 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 107,855
Change-107,855 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 106,239
Change-106,239 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 105,618
Change-105,618 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 102,173
Change-102,173 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 99,403
Change-99,403 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 98,780
Change-98,780 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 92,160
Change-92,160 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 90,694
Change-90,694 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 78,333
Change-78,333 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 77,416
Change-77,416 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 66,939
Change-66,939 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 66,800
Change-66,800 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 63,642
Change-63,642 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 62,244
Change-62,244 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 61,723
Change-61,723 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 59,837
Change-59,837 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 59,026
Change-59,026 (-100%)
Value—
&partners
N/A
Shares— from 57,927
Change-57,927 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 57,034
Change-57,034 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 56,781
Change-56,781 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 56,120
Change-56,120 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 55,449
Change-55,449 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 54,596
Change-54,596 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 52,290
Change-52,290 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 51,670
Change-51,670 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 49,947
Change-49,947 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 49,871
Change-49,871 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 49,065
Change-49,065 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 45,403
Change-45,403 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 45,209
Change-45,209 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 44,788
Change-44,788 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 44,493
Change-44,493 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 44,000
Change-44,000 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 43,936
Change-43,936 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 43,567
Change-43,567 (-100%)
Value—
United Bank
N/A
Shares— from 42,637
Change-42,637 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 38,951
Change-38,951 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 37,003
Change-37,003 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 36,415
Change-36,415 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 32,951
Change-32,951 (-100%)
Value—
Blair William & Co
N/A
Shares— from 32,847
Change-32,847 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 32,444
Change-32,444 (-100%)
Value—
Commerce Bank
N/A
Shares— from 31,447
Change-31,447 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 30,968
Change-30,968 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 30,765
Change-30,765 (-100%)
Value—
Main Management LLC
N/A
Shares— from 30,144
Change-30,144 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 30,016
Change-30,016 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 29,982
Change-29,982 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 29,760
Change-29,760 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 29,240
Change-29,240 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 29,064
Change-29,064 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,247
Change-28,247 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 27,977
Change-27,977 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 27,827
Change-27,827 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 27,442
Change-27,442 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 27,002
Change-27,002 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 26,753
Change-26,753 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 25,894
Change-25,894 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 25,578
Change-25,578 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 24,898
Change-24,898 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,766
Change-23,766 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 23,339
Change-23,339 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 21,652
Change-21,652 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 21,624
Change-21,624 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 21,281
Change-21,281 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 20,961
Change-20,961 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 20,937
Change-20,937 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 19,743
Change-19,743 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 19,735
Change-19,735 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 19,682
Change-19,682 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 19,030
Change-19,030 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 18,882
Change-18,882 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 17,612
Change-17,612 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,202
Change-17,202 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 16,909
Change-16,909 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 16,518
Change-16,518 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,354
Change-16,354 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,344
Change-16,344 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 16,323
Change-16,323 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 16,244
Change-16,244 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 15,578
Change-15,578 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 15,542
Change-15,542 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 15,414
Change-15,414 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 15,266
Change-15,266 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 14,968
Change-14,968 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 14,820
Change-14,820 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 14,519
Change-14,519 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 14,001
Change-14,001 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,895
Change-13,895 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 13,823
Change-13,823 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,667
Change-13,667 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 13,609
Change-13,609 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 13,393
Change-13,393 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,179
Change-13,179 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 13,066
Change-13,066 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 12,652
Change-12,652 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,588
Change-12,588 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,487
Change-12,487 (-100%)
Value—
Stephens Inc
N/A
Shares— from 12,245
Change-12,245 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,155
Change-12,155 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 11,937
Change-11,937 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,684
Change-11,684 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 11,565
Change-11,565 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,409
Change-11,409 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 11,369
Change-11,369 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,047
Change-11,047 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,867
Change-10,867 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 10,812
Change-10,812 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 10,669
Change-10,669 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 10,463
Change-10,463 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,184
Change-10,184 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 9,976
Change-9,976 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,567
Change-9,567 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 9,505
Change-9,505 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,381
Change-9,381 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 9,342
Change-9,342 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 9,282
Change-9,282 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 9,084
Change-9,084 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,043
Change-9,043 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 8,875
Change-8,875 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 8,787
Change-8,787 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 8,691
Change-8,691 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 8,598
Change-8,598 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,528
Change-8,528 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,329
Change-8,329 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 8,083
Change-8,083 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 7,836
Change-7,836 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,631
Change-7,631 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 7,401
Change-7,401 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 6,762
Change-6,762 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 6,596
Change-6,596 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 6,462
Change-6,462 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,449
Change-6,449 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 6,369
Change-6,369 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 6,324
Change-6,324 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,113
Change-6,113 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,919
Change-5,919 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 5,678
Change-5,678 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,352
Change-5,352 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,244
Change-5,244 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 4,819
Change-4,819 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,691
Change-4,691 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
American Trust
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Motco
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 914
Change-914 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 752
Change-752 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 724
Change-724 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 565
Change-565 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 495
Change-495 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 421
Change-421 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 408
Change-408 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 368
Change-368 (-100%)
Value—
Centennial Bank
N/A
Shares— from 350
Change-350 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 292
Change-292 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 262
Change-262 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 250
Change-250 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 247
Change-247 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 233
Change-233 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 147
Change-147 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 132
Change-132 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 124
Change-124 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 72
Change-72 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 72
Change-72 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 46
Change-46 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 43
Change-43 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 31
Change-31 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1
Change-1 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 0
Change0
Value—
Status
PNC Financial Services Group, Inc.
INCREASED2,065,7402,012,805+52,935+3%$236.5M$226.4M-$10.1M2026-11-06
LPL Financial LLC
INCREASED1,476,6091,476,497+112+0%$173.5M$161.9M-$11.6M2026-11-06
D.A. Davidson & Co.
INCREASED1,283,9411,251,060+32,881+3%$147.0M$140.7M-$6.3M2026-10-28
Bank of New York Mellon Corp
INCREASED1,275,100985,567+289,533+29%$115.8M$139.8M+$24.0M2026-11-05
Keybank National Association
INCREASED564,179562,576+1,603+0%$66.1M$61.8M-$4.3M2026-11-04
Commonwealth Equity Services, LLC
DECREASED511,698590,043-78,345-13%$69.3M$56.1M-$13.2M2026-11-02
Joel Isaacson & Co., LLC
INCREASED502,145501,110+1,035+0%$58.9M$55.0M-$3.8M2026-11-05
Willis Johnson Wealth, Inc.
INCREASED457,033455,280+1,753+0%$53.5M$50.1M-$3.4M2026-11-03
Bokf, NA
DECREASED446,970483,485-36,515-8%$56.8M$49.0M-$7.8M2026-10-27
Regions Financial Corp
DECREASED442,971447,104-4,133-1%$52.5M$48.6M-$4.0M2026-11-05
Truist Financial Corp
INCREASED431,390417,243+14,147+3%$49.0M$47.3M-$1.7M2026-10-30
Midland Wealth Advisors, LLC
DECREASED386,069398,575-12,506-3%$46.8M$42.3M-$4.5M2026-10-26
Lido Advisors, LLC
INCREASED361,796338,768+23,028+7%$39.8M$39.7M-$148.7K2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED332,289344,211-11,922-3%$40.4M$36.4M-$4.0M2026-10-23
Fifth Third Bancorp
INCREASED290,814288,196+2,618+1%$33.9M$31.9M-$2.0M2026-11-05
Savant Capital, LLC
DECREASED256,902260,429-3,527-1%$30.6M$28.2M-$2.4M2026-11-06
Courier Capital LLC
DECREASED255,572260,296-4,724-2%$30.6M$28.0M-$2.6M2026-10-19
Kozak & Associates, Inc.
DECREASED225,037230,502-5,465-2%$26.8M$24.5M-$2.2M2026-10-29
Capital Advisors, Ltd. LLC
INCREASED210,449209,294+1,155+1%$24.6K$23.1K-$1.5K2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED209,041210,445-1,404-1%$24.7M$22.9M-$1.8M2026-10-27
Hudson Capital Management LLC
INCREASED203,787202,922+865+0%$23.8M$22.3M-$1.5M2026-10-20
Creative Planning
DECREASED198,971207,056-8,085-4%$24.3M$21.8M-$2.5M2026-11-02
AlphaCore Capital LLC
DECREASED189,684209,812-20,128-10%$24.7M$20.8M-$3.9M2026-11-04
Kestra Advisory Services, LLC
INCREASED183,929176,060+7,869+4%$20.7M$20.2M-$526.7K2026-11-02
Sterling Financial Planning, Inc.
INCREASED183,776182,653+1,123+1%$21.5M$20.1M-$1.3M2026-10-28
Salomon & Ludwin, LLC
DECREASED164,653165,410-7570%$19.2M$18.0M-$1.2M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED162,699118,009+44,690+38%$13.9M$17.8K-$13.8M2026-11-02
1834 Investment Advisors Co
DECREASED145,366150,402-5,036-3%$17.7M$15.9M-$1.7M2026-10-16
Inspirion Wealth Advisors, LLC
DECREASED141,784166,148-24,364-15%$19.3M$15.5M-$3.7M2026-10-09
GHP Investment Advisors, Inc.
DECREASED137,084139,799-2,715-2%$16.4M$15.0M-$1.4M2026-10-15
Ifrah Financial Services, Inc.
DECREASED131,059133,087-2,028-2%$15.6M$14.4M-$1.3M2026-10-13
Cullen T Bankers, Inc.
DECREASED128,772164,447-35,675-22%$19.3M$14.1M-$5.2M2026-10-28
PW Nova Financial Services LLC
INCREASED127,630122,533+5,097+4%$14.4M$14.0M-$408.2K2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED109,308107,553+1,755+2%$12.6M$12.0M-$656.1K2026-11-03
First Merchants Corp
DECREASED108,701118,600-9,899-8%$13.9M$11.9M-$2.0M2026-10-15
Ddfg, Inc
INCREASED104,776102,672+2,104+2%$12.1M$11.5M-$579.4K2026-10-15
White Pine Investment Co
INCREASED101,888101,317+571+1%$11.9M$11.2K-$11.9M2026-10-15
US Bancorp \de\
DECREASED94,69795,167-4700%$11.2M$10.4M-$802.4K2026-11-05
JFS Wealth Advisors, LLC
DECREASED91,47892,285-807-1%$10.8M$10.0M-$816.6K2026-11-03
Associated Banc-Corp
INCREASED87,73684,457+3,279+4%$9.9M$9.6M-$307.0K2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED84,07781,018+3,059+4%$9.5M$9.2M-$303.9K2026-11-04
OFS Enterprise LLC
DECREASED82,59082,646-560%$9.7M$9.1M-$658.2K2026-10-16
Farther Finance Advisors, LLC
INCREASED76,87374,498+2,375+3%$8.8M$8.4M-$327.0K2026-10-08
Rodgers & Associates, LTD
DECREASED73,11773,635-518-1%$8.7M$8.0M-$637.8K2026-10-20
First Citizens Financial Corp
DECREASED72,41172,538-1270%$8.5M$7.9M-$586.2K2026-10-02
Greenleaf Trust
DECREASED69,42571,058-1,633-2%$8.3M$7.6M-$739.6K2026-10-29
Parr Mcknight Wealth Management Group, LLC
INCREASED67,83567,391+444+1%$7.9M$7.4M-$483.0K2026-10-30
HB Wealth Management, LLC
DECREASED67,76268,061-2990%$8.0M$7.4M-$569.8K2026-10-23
Denver PWM, LLC
INCREASED67,27364,609+2,664+4%$7.7M$7.4M-$317.4K2026-10-22
Mechanics Bank Trust Department
DECREASED66,44970,649-4,200-6%$8.3M$7.3M-$1.0M2026-10-13
Prospera Financial Services Inc
INCREASED62,8816,899+55,982+811%$811.9K$6.8M+$6.0M2026-11-04
Centerpoint Advisors, LLC
DECREASED60,66761,174-507-1%$7.2M$6.7M-$538.0K2026-11-05
Jnba Financial Advisors
DECREASED60,06161,696-1,635-3%$7.2M$6.6M-$666.1K2026-11-03
Goelzer Investment Management, Inc.
DECREASED59,44660,578-1,132-2%$7.1M$6.5M-$602.0K2026-10-16
Guidance Point Advisors, LLC
DECREASED58,37959,348-969-2%$7.0M$6.4M-$575.0K2026-10-15
InvesTrust
UNCHANGED57,28457,28400%$6.7M$6.3M-$452.0K2026-10-14
Choreo, LLC
INCREASED52,9106,666+46,244+694%$783.3K$5.8M+$5.0M2026-10-28
Citizens Financial Group Inc
INCREASED51,96551,380+585+1%$6.0M$5.7M-$341.2K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED50,32441,110+9,214+22%$4.7M$5.6M+$889.8K2026-10-13
Soltis Investment Advisors LLC
INCREASED49,02547,071+1,954+4%$5.5M$5.4M-$157.2K2026-10-28
Fulton Breakefield Broenniman LLC
DECREASED48,02848,756-728-1%$5.7M$5.3M-$464.5K2026-11-03
Berman McAleer LLC
DECREASED47,90150,031-2,130-4%$5.9M$5.3M-$628.2K2026-10-16
Tritonpoint Wealth, LLC
DECREASED46,27446,349-750%$5.4M$5.1M-$373.9K2026-10-19
Maltin Wealth Management, Inc.
INCREASED46,01639,385+6,631+17%$4.6M$5.0M+$416.1K2026-10-13
Independence Financial Advisors, LLC
INCREASED45,54343,969+1,574+4%$5.2M$5.0M-$174.4K2026-10-08
Neumann Capital Management, LLC
INCREASED45,36043,670+1,690+4%$5.1M$5.0M-$159.3K2026-10-15
BKM Wealth Management, LLC
INCREASED44,33739,900+4,437+11%$4.7M$4.9M+$171.6K2026-10-22
Citigroup Inc
INCREASED44,27043,993+277+1%$5.2M$4.9M-$316.7K2026-11-04
Concurrent Investment Advisors, LLC
DECREASED44,173170,893-126,720-74%$20.1M$4.8M-$15.2M2026-10-16
Ashurst Perkins Coie Trust Co
DECREASED43,53844,168-630-1%$5.2M$4.8M-$417.6K2026-10-15
Triangle Securities Wealth Management
DECREASED41,77841,885-1070%$4.9M$4.6M-$342.1K2026-10-14
Lee, Kelleher & Klein Wealth Management
INCREASED40,79239,184+1,608+4%$4.6M$4.5M-$132.9K2026-10-08
Fifth Third Wealth Advisors LLC
INCREASED38,90737,946+961+3%$4.5M$4.3M-$194.1K2026-10-22
ANB Bank
DECREASED37,91737,998-810%$4.5M$4.2M-$308.7K2026-10-09
Midwest Trust Co
INCREASED37,07833,726+3,352+10%$4.0M$4.1M+$101.3K2026-10-22
Merit Financial Group, LLC
INCREASED36,50710,193+26,314+258%$1.2M$4.0M+$2.8M2026-11-06
Cranbrook Wealth Management, LLC
DECREASED36,25337,386-1,133-3%$4.4M$4.0M-$419.2K2026-10-28
Trail Ridge Investment Advisors, LLC
INCREASED36,08435,164+920+3%$4.1M$4.0M-$176.6K2026-10-16
CFS Investment Advisory Services, LLC
DECREASED36,08436,413-329-1%$4.2M$4.1M-$112.6K2026-10-19
Fifth Third Securities, Inc.
INCREASED35,48333,622+1,861+6%$4.0M$3.9M-$61.3K2026-10-21
LTG Capital LLC
DECREASED35,30635,611-305-1%$4.2M$3.9M-$314.4K2026-11-04
Weinberger Asset Management, Inc
DECREASED35,00735,531-524-1%$4.0M$3.8M-$138.1K2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
DECREASED34,94536,899-1,954-5%$4.3M$3.8M-$505.3K2026-10-09
Ironwood Financial, llc
INCREASED34,86133,861+1,000+3%$3.8M$3.8M-$1.8K2026-10-20
Idaho Trust Co
DECREASED34,21536,205-1,990-5%$4.3M$3.8M-$503.8K2026-11-04
Clearstead Advisors, LLC
INCREASED33,50633,388+118+0%$3.9M$3.7M-$250.6K2026-11-06
Plan A Wealth LLC
INCREASED32,1762,069+30,107+1455%$243.1K$3.5M+$3.3M2026-10-08
Segment Wealth Management, LLC
UNCHANGED31,70031,70000%$3.7M$3.5M-$250.1K2026-10-26
Dumont & Blake Investment Advisors LLC
DECREASED30,86231,071-209-1%$3.7M$3.4M-$268.0K2026-10-28
Private Advisory Group LLC
INCREASED29,93429,544+390+1%$3.5M$3.3M-$190.4K2026-11-06
Summit Wealth Group LLC / Co
DECREASED28,75829,297-539-2%$3.4M$3.2M-$290.2K2026-10-29
Corundum Group, Inc.
INCREASED28,6196,265+22,354+357%$736.1K$3.1M+$2.4M2026-10-28
Oppenheimer & Co Inc
DECREASED28,51329,431-918-3%$3.5M$3.1M-$332.8K2026-10-26
Founders Grove Wealth Partners, LLC
DECREASED27,60328,159-556-2%$3.3M$3.0M-$283.1K2026-10-16
Sigma Planning Corp
DECREASED27,56128,292-731-3%$3.3M$3.0M-$303.4K2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED27,41922,839+4,580+20%$2.7M$3.0M+$321.8K2026-10-15
Stordahl Capital Management, Inc.
DECREASED26,73827,080-342-1%$3.2M$2.9M-$251.1K2026-10-22
Ullmann Wealth Partners Group, LLC
DECREASED26,71926,789-700%$3.1M$2.9M-$219.1K2026-11-02
CX Institutional
INCREASED26,57725,811+766+3%$3.0K$2.9K-$1202026-10-02
First Hawaiian Bank
DECREASED26,28930,941-4,652-15%$3.6M$2.9M-$754.0K2026-10-14
Jmac Enterprises LLC
DECREASED26,25726,353-960%$3.1M$2.9M-$218.4K2026-10-30
Foundation Wealth Management, LLC
INCREASED25,21024,932+278+1%$2.9M$2.8M-$166.4K2026-10-22
GC Wealth Management RIA, LLC
UNCHANGED24,93924,93900%$2.9M$2.7M-$196.8K2026-11-02
Grey Ledge Advisors, LLC
INCREASED24,84621,144+3,702+18%$2.5M$2.7M+$239.2K2026-11-02
Spire Wealth Management
DECREASED24,72925,151-422-2%$3.0M$2.7M-$244.8K2026-10-30
Apollon Wealth Management, LLC
INCREASED23,64222,276+1,366+6%$2.6M$2.6M-$26.1K2026-10-23
DT Investment Partners, LLC
UNCHANGED23,11823,11800%$2.7M$2.5M-$182.4K2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED22,75822,75800%$2.7M$2.5M-$179.6K2026-10-22
Corundum Trust Company, Inc
UNCHANGED22,35422,35400%$2.6M$2.5M-$176.4K2026-10-29
Smith Shellnut Wilson LLC
DECREASED22,17422,689-515-2%$2.7M$2.4M-$235.5K2026-10-21
Codex Capital Asset Management L.L.C.
UNCHANGED22,05022,05000%$2.6M$2.4M-$174.0K2026-10-30
Transcendent Capital Group LLC
DECREASED21,99226,738-4,746-18%$3.1M$2.4M-$731.1K2026-10-28
Alpine Bank Wealth Management
DECREASED21,34025,605-4,265-17%$3.0M$2.3M-$669.5K2026-10-16
Glass Jacobson Investment Advisors llc
INCREASED21,28621,285+10%$2.5M$2.3M-$167.8K2026-10-26
Retirement Planning Group, LLC
DECREASED20,79321,003-210-1%$2.5M$2.3M-$188.7K2026-10-19
Davis Investment Partners, LLC
UNCHANGED20,65020,65000%$2.4M$2.3M-$162.9K2026-11-05
Avior Wealth Management, LLC
DECREASED20,30924,472-4,163-17%$2.9M$2.2M-$649.3K2026-10-13
Darrow Company, Inc.
INCREASED20,08820,084+4+0%$2.4M$2.2M-$158.0K2026-10-22
Stenger Family Office, LLC
DECREASED19,97019,982-120%$2.3M$2.2M-$134.2K2026-10-22
Crestwood Advisors Group, LLC
INCREASED19,92318,585+1,338+7%$2.2M$2.2M+$222026-10-27
Lifestyle Asset Management, Inc.
INCREASED19,77918,872+907+5%$2.2M$2.2M-$49.5K2026-10-20
Royal Fund Management, LLC
INCREASED19,77617,884+1,892+11%$2.1M$2.2M+$66.2K2026-10-22
Harbor Investment Advisory, LLC
INCREASED18,49718,122+375+2%$2.1M$2.0M-$101.9K2026-10-13
Partners Wealth Management, LLC
NEW18,325—+18,325——$2.0M—2026-10-28
Meridian Wealth Management, LLC
INCREASED18,22017,963+257+1%$2.1M$2.0M-$113.6K2026-11-05
C2c Wealth Management, LLC
DECREASED18,15118,561-410-2%$2.2M$2.0M-$191.4K2026-10-20
Allegheny Financial Group
DECREASED17,74317,921-178-1%$2.1M$1.9M-$160.9K2026-11-05
Avantax Planning Partners, Inc.
DECREASED17,58519,152-1,567-8%$2.3M$1.9M-$322.9K2026-11-03
Old National Bancorp
UNCHANGED17,55617,55600%$2.1M$1.9M-$138.5K2026-10-20
Independent Financial Group, LLC
DECREASED17,50418,588-1,084-6%$2.2M$1.9M-$265.5K2026-10-13
Stackstone Wealth, LLC
NEW17,493—+17,493——$1.9M—2026-10-19
Fulton Bank, N.A.
INCREASED17,32116,804+517+3%$2.0M$1.9M-$75.9K2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED16,98113,631+3,350+25%$1.3M$1.5M+$102.2K2026-11-04
Trust Co of Vermont
UNCHANGED16,89516,89500%$2.0M$1.9M-$133.3K2026-10-21
Anderson Hoagland & Co
UNCHANGED16,58216,58200%$1.9M$1.8M-$165.3K2026-10-23
StoneX Group Inc.
INCREASED16,43314,849+1,584+11%$1.7M$1.8M+$56.8K2026-11-03
Verdence Capital Advisors LLC
INCREASED15,83015,274+556+4%$1.8M$1.7M-$59.6K2026-10-26
Columbia Bank
DECREASED15,72115,868-147-1%$1.9M$1.7M-$141.3K2026-10-29
Genesis Private Wealth, LLC
UNCHANGED15,63215,63200%$1.8M$1.7M-$123.3K2026-11-02
Finley Financial, LLC
UNCHANGED15,03715,03700%$1.8M$1.7M-$100.0K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED14,61212,968+1,644+13%$1.5M$1.6M+$77.8K2026-11-05
Dana Investment Advisors, Inc.
UNCHANGED13,90213,90200%$1.6M$1.5M-$109.7K2026-11-06
Ellis Investment Partners, LLC
DECREASED13,88213,949-670%$1.6M$1.5M-$117.5K2026-10-21
YHB Investment Advisors, Inc.
UNCHANGED13,82213,82200%$1.6M$1.5M-$109.1K2026-10-08
Pittenger & Anderson Inc
UNCHANGED13,80013,80000%$1.6M$1.5M-$108.9K2026-11-02
Allworth Financial LP
INCREASED13,38412,159+1,225+10%$1.4M$1.6M+$143.9K2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED13,20013,20000%$1.6M$1.4M-$104.1K2026-10-28
Moneco Advisors, LLC
DECREASED13,13514,624-1,489-10%$1.7M$1.4M-$278.5K2026-11-05
Fairscale Capital, LLC
INCREASED13,11413,096+18+0%$1.5M$1.4M-$123.2K2026-11-04
TD Private Client Wealth LLC
INCREASED13,09012,198+892+7%$1.4M$1.4M+$1.5K2026-10-28
PKS Advisory Services, LLC
UNCHANGED13,02913,02900%$1.5M$1.5M$02026-10-26
First Horizon Corp
UNCHANGED12,96412,96400%$1.5M$1.4M-$102.3K2026-10-26
TritonPoint Partners, LLC
DECREASED12,82546,229-33,404-72%$5.4M$1.4M-$4.0M2026-11-05
City Holding Co
UNCHANGED12,77312,77300%$1.5M$1.4M-$100.8K2026-10-19
MassMutual Private Wealth & Trust, FSB
INCREASED12,40112,097+304+3%$1.4M$1.4M-$62.1K2026-10-05
Watchman Group, Inc.
DECREASED12,28912,426-137-1%$1.5M$1.3M-$113.1K2026-10-16
Brighton Jones LLC
INCREASED12,05111,067+984+9%$1.3M$1.3M+$20.6K2026-11-03
Thayer Partners, LLC / MA
INCREASED12,02912,023+6+0%$1.4M$1.3M-$94.2K2026-11-06
Embree Financial Group
DECREASED11,85311,875-220%$1.4M$1.3M-$96.1K2026-10-22
Aprio Wealth Management, LLC
INCREASED11,82711,649+178+2%$1.4M$1.3M-$72.4K2026-10-28
Daymark Wealth Partners, LLC
INCREASED11,81811,800+18+0%$1.4M$1.3M-$91.1K2026-11-04
AMG National Trust Bank
UNCHANGED11,65211,65200%$1.4M$1.3M-$91.9K2026-11-05
Cordoba Advisory Partners LLC
INCREASED11,58311,129+454+4%$1.3M$1.3M-$34.0K2026-10-19
Fortitude Family Office, LLC
UNCHANGED11,53911,53900%$1.4M$1.3M-$91.0K2026-10-14
Greenspring Advisors, LLC
INCREASED11,4765,738+5,738+100%$674.2K$1.3M+$583.7K2026-11-05
Marietta Wealth Management, LLC
UNCHANGED11,22011,22000%$1.3M$1.2M-$96.7K2026-10-22
Bangor Savings Bank
UNCHANGED11,16811,16800%$1.3M$1.2M-$88.1K2026-10-06
Laurel Wealth Advisors LLC
INCREASED11,01910,909+110+1%$1.3M$1.2M-$74.1K2026-10-27
First Citizens Bank & Trust Co
DECREASED10,92411,449-525-5%$1.3M$1.2M-$147.9K2026-10-14
Vicus Capital
DECREASED10,84811,123-275-2%$1.3M$1.2M-$117.9K2026-11-05
Meridian Investment Counsel Inc.
UNCHANGED10,64410,64400%$1.3M$1.2M-$84.0K2026-10-14
Schneider Downs Wealth Management Advisors, LP
UNCHANGED10,58910,58900%$1.2M$1.2M-$83.5K2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED10,24810,24800%$1.2M$1.1M-$80.9K2026-11-04
Chicago Partners Investment Group LLC
DECREASED10,07410,077-30%$1.1M$1.1M-$65.6K2026-10-27
Harbour Capital Advisors, LLC
UNCHANGED10,05510,05500%$1.1M$1.1M-$45.2K2026-10-13
International Assets Investment Management, LLC
DECREASED10,01310,067-54-1%$1.2M$1.1M-$58.4K2026-11-02
Nations Financial Group Inc,
INCREASED9,9409,919+21+0%$1.2M$1.1M-$75.9K2026-11-05
Breakwater Capital Group
INCREASED9,7259,531+194+2%$1.1M$1.1M-$54.0K2026-10-09
Patten Group, Inc.
DECREASED9,39110,178-787-8%$1.2M$1.0M-$166.6K2026-10-26
Veratis Advisors, Inc.
INCREASED9,3879,117+270+3%$1.1M$1.0M-$42.3K2026-11-03
Venture Visionary Partners LLC
INCREASED9,3679,153+214+2%$1.1M$1.0M-$48.8K2026-10-07
Vise Technologies, Inc.
INCREASED9,3206,361+2,959+47%$747.4K$1.0M+$274.1K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED9,2969,481-185-2%$1.1M$1.0M-$95.1K2026-10-20
RKL Wealth Management LLC
DECREASED9,2889,352-64-1%$1.1M$1.0M-$80.9K2026-10-16
Atlas Brown,Inc.
DECREASED9,2849,392-108-1%$1.1M$1.0M-$85.9K2026-10-09
Parallel Advisors, LLC
UNCHANGED9,2639,26300%$1.1M$1.0M-$73.1K2026-11-03
First Heartland Consultants, Inc.
DECREASED9,23652,297-43,061-82%$6.1M$1.0M-$5.1M2026-10-08
Heartwood Wealth Advisors LLC
UNCHANGED9,2349,23400%$1.1M$1.0M-$72.9K2026-10-05
Oakworth Capital, Inc.
UNCHANGED8,9528,95200%$1.1M$981.2K-$70.6K2026-10-26
Davidson Trust Co
DECREASED8,9449,002-58-1%$1.1M$980.6K-$77.2K2026-10-09
Private Trust Co NA
DECREASED8,9229,327-405-4%$1.1M$977.9K-$118.1K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED8,9131,091+7,822+717%$128.2K$977.0K+$848.8K2026-11-04
NTV Asset Management LLC
INCREASED8,8308,670+160+2%$1.0M$967.9K-$50.9K2026-10-23
Busey Bank
UNCHANGED8,7138,71300%$1.0M$955.0K-$68.7K2026-10-26
Keenan, LLC
DECREASED8,70510,554-1,849-18%$1.2M$954.2K-$285.9K2026-10-23
Peterson Wealth Advisors, LLC
INCREASED8,6798,114+565+7%$953.3K$951.3K-$2.0K2026-10-08
Griffin Asset Management, Inc.
INCREASED8,6608,558+102+1%$1.0M$949.2K-$56.3K2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED8,5838,58300%$1.0M$940.8K-$67.7K2026-10-20
Bluedoor Private Wealth, LLC
UNCHANGED8,5608,56000%$1.0M$938.3K-$67.5K2026-11-05
Atria Investments, Inc
DECREASED8,53014,882-6,352-43%$1.7M$934.9K-$813.7K2026-10-15
AdvisorNet Financial, Inc
DECREASED8,4988,622-124-1%$1.0M$925.2K-$87.9K2026-10-15
Brandywine OAK Private Wealth LLC
UNCHANGED8,4148,41400%$988.6K$922.3K-$66.4K2026-10-23
Welch & Forbes LLC
UNCHANGED8,3738,37300%$983.8K$917.8K-$66.1K2026-11-04
Wagner Wealth Management, LLC
UNCHANGED8,2808,28000%$972.9K$907.6K-$65.3K2026-10-21
Gables Capital Management Inc.
UNCHANGED8,0168,01600%$941.9K$878.6K-$63.2K2026-11-04
Montecito Bank & Trust
DECREASED7,9197,937-180%$932.6K$868.0K-$64.6K2026-10-01
HMS Capital Management, LLC
DECREASED7,8738,337-464-6%$979.5K$862.9K-$116.6K2026-10-20
DSG Capital Advisors, LLC
UNCHANGED7,8527,85200%$891.8K$860.7K-$31.2K2026-11-05
IFP Advisors, Inc
DECREASED7,7838,194-411-5%$962.8K$853.1K-$109.7K2026-10-16
Glenview Trust Co
UNCHANGED7,7807,78000%$914.2K$852.8K-$61.4K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED7,7308,970-1,240-14%$1.1M$847.3K-$206.7K2026-10-14
Valeo Financial Advisors, LLC
INCREASED7,7007,594+106+1%$892.3K$844.0K-$48.3K2026-10-08
Allen Investment Management, LLC
UNCHANGED7,5567,55600%$887.8K$828.2K-$59.6K2026-11-03
Texas Bank & Trust Co
DECREASED7,5127,529-170%$884.7K$823.4K-$61.3K2026-11-04
TCV Trust & Wealth Management, Inc.
DECREASED7,4247,689-265-3%$903.5K$813.7K-$89.7K2026-10-16
AWM Capital, LLC
UNCHANGED7,2247,22400%$848.8K$791.8K-$57.0K2026-10-16
Hickory Point Bank & Trust
UNCHANGED7,1817,18100%$843.8K$787.1K-$56.7K2026-10-01
Private Management Group Inc
UNCHANGED7,1657,16500%$841.9K$785.4K-$56.5K2026-11-04
Compton Wealth Advisory Group, LLC
UNCHANGED7,1347,13400%$828.1K$790.8K-$37.2K2026-10-13
Heck Capital Advisors, LLC
DECREASED7,09312,835-5,742-45%$1.5M$777.5K-$730.6K2026-10-14
Focus Financial Network, Inc.
DECREASED7,0837,105-220%$834.8K$776.4K-$58.4K2026-10-14
Outlook Wealth Advisors, LLC
UNCHANGED7,0777,07700%$831.6K$775.7K-$55.8K2026-10-28
Allspring Global Investments Holdings, LLC
DECREASED7,0768,003-927-12%$928.9K$784.3K-$144.5K2026-11-04
Nicholas Hoffman & Company, Llc.
UNCHANGED7,0567,05600%$829.1K$773.4K-$55.7K2026-10-30
Perigon Wealth Management, LLC
DECREASED7,0417,515-474-6%$883.0K$771.8K-$111.2K2026-10-22
Park Avenue Securities LLC
INCREASED7,0366,779+257+4%$797.0K$771-$796.2K2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED7,0254,587+2,438+53%$539.0K$770.0K+$231.1K2026-10-16
Crescent Grove Advisors, LLC
DECREASED6,9837,255-272-4%$852.5K$765.4K-$87.1K2026-10-21
River Street Advisors LLC
DECREASED6,9427,124-182-3%$837.1K$760.9K-$76.2K2026-10-22
Hubbell Strickland Wealth Management, LLC
INCREASED6,9106,902+8+0%$811.0K$757.4K-$53.6K2026-10-29
Bank of Stockton
DECREASED6,8888,503-1,615-19%$999.1K$755.0K-$244.1K2026-10-20
Mather Group, Llc.
DECREASED6,8406,856-160%$805.6K$749.7K-$55.8K2026-10-14
Tannin Capital LLC
DECREASED6,7216,931-210-3%$814.4K$736.7K-$77.7K2026-11-05
Montis Financial, LLC
DECREASED6,6617,024-363-5%$825.4K$730.1K-$95.3K2026-11-04
RFG Advisory, LLC
DECREASED6,6527,975-1,323-17%$937.1K$729.2K-$207.9K2026-11-03
Cahaba Wealth Management, Inc.
DECREASED6,5566,587-310%$773.9K$718.6K-$55.4K2026-10-26
Smith & Howard Wealth Management, LLC
UNCHANGED6,4426,44200%$757.0K$706.1K-$50.8K2026-10-27
Modera Wealth Management, LLC
DECREASED6,4277,457-1,030-14%$876.2K$704.5K-$171.7K2026-10-28
Washington Trust Bank
UNCHANGED6,3716,37100%$748.6K$698.3K-$50.3K2026-11-03
Legacy Private Trust Co.
UNCHANGED6,3706,37000%$748.5K$698.2K-$50.3K2026-10-06
Prosperity Planning, Inc.
DECREASED6,3426,686-344-5%$785.6K$695.1K-$90.5K2026-10-09
MSH Capital Advisors LLC
UNCHANGED6,3406,34000%$745.0K$694.9K-$50.0K2026-11-03
Signature Wealth Management Partners, LLC
UNCHANGED6,3006,30000%$740.3K$690.5K-$49.7K2026-10-21
Mine & Arao Wealth Creation & Management, Llc.
INCREASED6,2706,138+132+2%$721.2K$687.3K-$33.9K2026-10-29
Confluence Wealth Services, Inc.
UNCHANGED6,2546,25400%$734.8K$685.5K-$49.3K2026-11-05
Uhlmann Price Securities, LLC
NEW6,221—+6,221——$681.9K—2026-11-03
August Group Capital Ltd
INCREASED6,1916,180+11+0%$726.1K$678.5K-$47.6K2026-10-14
Friday Financial
INCREASED6,1774,638+1,539+33%$528.0K$684.7K+$156.7K2026-10-09
Mission Wealth Management, LP
DECREASED6,1108,976-2,866-32%$1.1M$669.7K-$385.0K2026-10-15
Palisade Asset Management, LLC
DECREASED6,1076,257-150-2%$735.2K$669.4K-$65.8K2026-11-03
LexAurum Advisors, LLC
INCREASED6,0396,033+6+0%$708.8K$661.9K-$46.9K2026-10-19
Pinnacle Financial Group, LLC / IL
INCREASED6,0056,003+2+0%$705.3K$658.2K-$47.1K2026-10-29
Kohmann Bosshard Financial Services, LLC
UNCHANGED5,9005,90000%$693.3K$646.7K-$46.6K2026-11-04
VestGen Advisors, LLC
DECREASED5,8916,140-249-4%$721.5K$645.7K-$75.7K2026-10-27
IFG Advisors, LLC
UNCHANGED5,8845,88400%$691.3K$645.0K-$46.4K2026-10-15
Level Four Advisory Services, LLC
INCREASED5,8105,650+160+3%$664.0K$636.9K-$27.1K2026-11-06
Guerra PAN Advisors, LLC
DECREASED5,8005,836-36-1%$685.8K$629.0K-$56.8K2026-10-26
Fiduciary Alliance LLC
DECREASED5,7899,595-3,806-40%$1.1M$634.5K-$492.9K2026-10-13
Waldron Private Wealth LLC
DECREASED5,7756,134-359-6%$720.7K$633.0K-$87.7K2026-11-02
Sapient Capital LLC
INCREASED5,7605,547+213+4%$651.7K$631.3K-$20.4K2026-10-08
Net Worth Advisory Group
INCREASED5,7355,598+137+2%$657.7K$635.7K-$22.0K2026-10-20
Compass Financial Group, Inc. (Ohio)
DECREASED5,7296,695-966-14%$786.7K$628.0K-$158.7K2026-10-19
Independent Wealth Network Inc.
DECREASED5,7145,738-240%$674.3K$626.3K-$48.0K2026-10-19
Laurel OAK Wealth Management, LLC
DECREASED5,6975,719-220%$672.0K$624.5K-$47.5K2026-10-19
Sunpointe, LLC
INCREASED5,6145,613+1+0%$659.6K$615.3K-$44.2K2026-10-22
Resonant Capital Advisors, LLC
UNCHANGED5,5005,50000%$646.3K$602.9K-$43.4K2026-10-15
Richards, Merrill & Peterson, Inc.
UNCHANGED5,4115,41100%$635.8K$593.1K-$42.7K2026-10-19
American Financial & TAX Strategies Inc
UNCHANGED5,4065,40600%$635.2K$592.6K-$42.7K2026-10-16
CRA Financial Services, LLC
UNCHANGED5,4045,40400%$635.0K$592.3K-$42.6K2026-10-16
21 West Wealth Management LLC
UNCHANGED5,4045,40400%$635.0K$592.3K-$42.6K2026-10-13
626 Financial, LLC
UNCHANGED5,3805,38000%$632.2K$589.7K-$42.4K2026-11-04
Sagespring Wealth Partners, LLC
DECREASED5,3705,371-10%$631.1K$588.6K-$42.5K2026-10-22
Evergreen Capital Management LLC
UNCHANGED5,3705,37000%$631.0K$588.6K-$42.4K2026-10-23
Turtle Creek Wealth Advisors, LLC
UNCHANGED5,3445,34400%$627.9K$585.8K-$42.2K2026-10-15
Crusonia Wealth Advisors LLC
UNCHANGED5,2955,29500%$622.2K$580.4K-$41.8K2026-10-26
Destiny Capital Corp
DECREASED5,2706,391-1,121-18%$750.9K$577.7K-$173.2K2026-11-03
Key FInancial Inc
UNCHANGED5,2575,25700%$617.7K$576.2K-$41.5K2026-11-02
MidAtlantic Capital Management, Inc.
DECREASED5,2505,279-29-1%$620.3K$575.5K-$44.8K2026-11-05
Stephen J. Garry & Associates, LLC
DECREASED5,0305,410-380-7%$635.7K$551.3K-$84.3K2026-11-05
Diversify Advisory Services, LLC
DECREASED4,96045,499-40,539-89%$5.2M$544.8K-$4.6M2026-10-20
Diversify Wealth Management, LLC
DECREASED4,96045,499-40,539-89%$5.2M$544.8K-$4.6M2026-10-20
Stevens Capital Partners
INCREASED4,9214,021+900+22%$472.5K$539.4K+$67.0K2026-10-29
Mezzasalma Advisors, LLC
UNCHANGED4,9034,90300%$576.1K$537.4K-$38.7K2026-10-14
Wagner Wealth Management, Corp
INCREASED4,8594,842+17+0%$568.9K$532.6K-$36.3K2026-10-20
Jacobi Capital Management LLC
UNCHANGED4,8114,81100%$565.3K$527.3K-$38.0K2026-11-05
Sawgrass Asset Management LLC
UNCHANGED4,7214,72100%$554.7K$517.5K-$37.2K2026-11-03
Capital Investment Advisors, LLC
DECREASED4,6985,246-548-10%$616.4K$515.0K-$101.4K2026-10-22
Greenup Street Wealth Management LLC
DECREASED4,6954,718-230%$554.3K$514.6K-$39.7K2026-10-28
Blue Trust, Inc.
INCREASED4,6892,148+2,541+118%$252.4K$514.0K+$261.6K2026-10-15
Biltmore Family Office, LLC
UNCHANGED4,6744,67400%$549.2K$512.3K-$36.9K2026-11-03
Harbour Trust & Investment Management Co
DECREASED4,6464,738-92-2%$556.7K$509.2K-$47.5K2026-10-28
Sigma Investment Counselors Inc
INCREASED4,6052,955+1,650+56%$347.2K$504.8K+$157.6K2026-10-27
Fiduciary Financial Group, LLC
UNCHANGED4,4454,44500%$522.3K$487.2K-$35.1K2026-10-13
Meridian Financial Advisors, LLC
DECREASED4,3914,423-32-1%$519.7K$481.3K-$38.4K2026-10-14
Milestones Private Investment Advisors LLC
DECREASED4,3784,396-180%$516.5K$479.9K-$36.7K2026-10-19
Congress Asset Management Co
DECREASED4,37315,059-10,686-71%$1.8M$479.3K-$1.3M2026-10-06
Cove Private Wealth, LLC
INCREASED4,3603,810+550+14%$447.7K$477.9K+$30.2K2026-10-28
Navigate Wealth Management, LLC
DECREASED4,3244,721-397-8%$530.6K$484.4K-$46.2K2026-10-14
Clientfirst Wealth Management, LLC
UNCHANGED4,3244,32400%$508.1K$474.0K-$34.1K2026-11-04
Slow Capital, Inc.
DECREASED4,3195,590-1,271-23%$656.8K$473.4K-$183.4K2026-10-23
Russell Investments Group, Ltd.
DECREASED4,2474,292-45-1%$504.3K$465.5K-$38.8K2026-11-06
Carnegie Investment Counsel
UNCHANGED4,1864,18600%$491.9K$458.8K-$33.0K2026-10-20
United Community Bank
UNCHANGED4,1834,18300%$491.5K$458.5K-$33.0K2026-10-28
Mattern Wealth Management LLC
DECREASED4,1724,249-77-2%$499.2K$457.2K-$42.0K2026-11-04
Equitable Trust Co
UNCHANGED4,1384,13800%$486.2K$453.6K-$32.6K2026-10-13
Armstrong Advisory Group, Inc
INCREASED4,1344,117+17+0%$483.7K$453.1K-$30.6K2026-10-09
Asset Dedication, LLC
INCREASED4,1313,888+243+6%$456.9K$452.8K-$4.0K2026-11-03
CoreCap Advisors, LLC
DECREASED4,1214,569-448-10%$536.9K$451.7K-$85.2K2026-10-08
Indiana Trust & Investment Management Co
UNCHANGED4,0674,06700%$477.9K$445.8K-$32.1K2026-10-22
Community Bank, N.A.
UNCHANGED4,0454,04500%$475.3K$443.4K-$31.9K2026-11-06
Childress Capital Advisors, LLC
DECREASED4,0224,353-331-8%$511.5K$440.9K-$70.6K2026-10-28
Doliver Advisors, LP
UNCHANGED3,9803,98000%$467.7K$436.2K-$31.4K2026-10-01
Kestra Private Wealth Services, LLC
DECREASED3,9294,588-659-14%$539.1K$430.7K-$108.4K2026-11-06
BAR Harbor Wealth Management
DECREASED3,9273,978-51-1%$467.4K$430.4K-$37.0K2026-10-21
HCR Wealth Advisors
DECREASED3,9143,942-28-1%$463.2K$429.0K-$34.2K2026-10-15
TD Waterhouse Canada Inc.
INCREASED3,9093,900+9+0%$452.7K$433.2K-$19.6K2026-10-16
MKT Advisors LLC
UNCHANGED3,8743,87400%$441.1K$429.6K-$11.4K2026-10-20
Navigation Group, LLC
UNCHANGED3,8173,81700%$448.5K$418.4K-$30.1K2026-10-28
Bay Capital Advisors, LLC
UNCHANGED3,8153,81500%$448.3K$418.2K-$30.1K2026-10-16
Koshinski Asset Management, Inc.
UNCHANGED3,8133,81300%$448.0K$417.9K-$30.1K2026-10-29
Independence Bank of Kentucky
UNCHANGED3,7603,76000%$441.8K$412.1K-$29.7K2026-10-26
Gerald Baker Financial Group LLC
INCREASED3,7443,740+4+0%$439.5K$410.3K-$29.2K2026-10-09
Linscomb Wealth, Inc.
DECREASED3,7303,757-27-1%$441.4K$408.8K-$32.6K2026-11-05
Highland Capital Management, LLC
DECREASED3,7243,854-130-3%$452.8K$408.2K-$44.7K2026-10-26
Johnson Financial Group, LLC
UNCHANGED3,6953,69500%$434.2K$405.0K-$29.2K2026-11-03
Veracity Capital LLC
UNCHANGED3,6523,65200%$429.1K$400.3K-$28.8K2026-10-08
Trueblood Wealth Management, LLC
INCREASED3,6483,642+6+0%$428.0K$399.8K-$28.2K2026-10-23
Bailard, Inc.
UNCHANGED3,6263,62600%$426.1K$397.4K-$28.6K2026-10-13
Breachway Investments LLC
UNCHANGED3,6183,61800%$425.1K$396.6K-$28.5K2026-10-19
Insight Advisors, LLC/ PA
INCREASED3,6053,603+2+0%$423.3K$395.2K-$28.1K2026-10-22
MMA Asset Management LLC
UNCHANGED3,5623,56200%$418.5K$390.4K-$28.1K2026-11-02
Davenport & Co LLC
INCREASED3,5533,422+131+4%$402.1K$389.4K-$12.6K2026-10-14
Vann Equity Management LLC
INCREASED3,5503,508+42+1%$412.2K$389.1K-$23.1K2026-10-08
KCM Investment Advisors LLC
UNCHANGED3,5503,55000%$417.1K$389.1K-$28.0K2026-10-27
Norris Perne & French LLP
DECREASED3,5404,116-576-14%$483.6K$388.0K-$95.6K2026-10-23
Parkside Financial Bank & Trust
INCREASED3,5163,514+2+0%$412.9K$385.4K-$27.5K2026-10-27
Bensler, LLC
UNCHANGED3,5043,50400%$411.7K$384.1K-$27.6K2026-11-05
Renasant Bank
UNCHANGED3,5003,50000%$411.3K$383.6K-$27.6K2026-11-05
Benchmark Financial, LLC
INCREASED3,4773,327+150+5%$390.9K$381.1K-$9.8K2026-10-16
Huntleigh Advisors, Inc.
INCREASED3,4212,603+818+31%$305.9K$375.0K+$69.1K2026-11-03
Northeast Investment Management
UNCHANGED3,4023,40200%$399.7K$372.9K-$26.8K2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED3,3983,39800%$399.3K$372.5K-$26.8K2026-10-23
NBH Bank
UNCHANGED3,3903,39000%$398.3K$371.6K-$26.7K2026-11-05
Assetmark, Inc
INCREASED3,3782,360+1,018+43%$277.3K$370.3K+$93.0K2026-10-21
Probity Advisors, Inc.
UNCHANGED3,2603,26000%$383.1K$357.3K-$25.7K2026-10-23
NBT Bank, N.A.
DECREASED3,2553,900-645-17%$458.3K$356.8K-$101.5K2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED3,2513,25100%$382.0K$356.7K-$25.3K2026-10-30
Clayton Financial Group LLC
INCREASED3,2503,248+2+0%$381.7K$356.2K-$25.4K2026-10-13
MV Capital Management, Inc.
UNCHANGED3,2363,23600%$380.2K$354.7K-$25.5K2026-10-29
Mlp3, LLC
INCREASED3,2323,230+2+0%$379.5K$354.2K-$25.3K2026-10-22
Walled Lake Planning & Wealth Management, LLC
DECREASED3,2213,231-100%$379.6K$353.0K-$26.6K2026-10-29
Matthew Goff Investment Advisor, LLC
UNCHANGED3,2053,20500%$376.6K$351.3K-$25.3K2026-10-13
Meitav Investment House LTD
UNCHANGED3,2003,20000%$371.0K$351.8K-$19.3K2026-10-28
Parcion Private Wealth LLC
DECREASED3,1783,603-425-12%$423.4K$348.3K-$75.0K2026-10-28
TCI Wealth Advisors, Inc.
NEW3,150—+3,150——$345.3K—2026-10-30
Strategic Blueprint, LLC
DECREASED3,1433,176-33-1%$373.1K$344.5K-$28.7K2026-10-22
Balboa Wealth Partners
DECREASED3,1253,151-26-1%$370.2K$342.5K-$27.7K2026-10-20
Brookstone Capital Management
DECREASED3,1033,128-25-1%$367.5K$340.1K-$27.4K2026-10-22
Buckhead Capital Management LLC
UNCHANGED3,0503,05000%$358.4K$334.3K-$24.1K2026-11-03
Sage Financial Group Inc
INCREASED3,0382,971+67+2%$349.1K$333.0K-$16.1K2026-10-27
Ascentis Wealth Management, LLC
NEW3,029—+3,029——$332.0K—2026-11-03
Terril Brothers, Inc.
DECREASED2,9703,406-436-13%$400.2K$325.5K-$74.7K2026-11-06
Burke & Herbert Bank & Trust Co
UNCHANGED2,9502,95000%$346.6K$323.4K-$23.3K2026-11-02
Creekside Partners
UNCHANGED2,9312,93100%$344.4K$321.3K-$23.1K2026-11-04
BIP Wealth, LLC
DECREASED2,9272,932-50%$344.5K$320.8K-$23.7K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED2,9224,404-1,482-34%$517.5K$320.3K-$197.2K2026-10-23
Ferguson Wellman Capital Management, Inc
UNCHANGED2,9212,92100%$343.2K$320.2K-$23.0K2026-10-05
Eclectic Associates Inc
UNCHANGED2,9002,90000%$340.8K$317.9K-$22.9K2026-10-09
Heritage Investors Management Corp
UNCHANGED2,9002,90000%$341.0K$318-$340.7K2026-10-29
Lyell Wealth Management, LP
UNCHANGED2,8752,87500%$337.8K$315.1K-$22.7K2026-10-30
Wedbush Securities Inc
DECREASED2,8463,234-388-12%$380.0K$312-$379.7K2026-10-22
Fisher Asset Management, LLC
INCREASED2,8162,737+79+3%$321.7K$308.7K-$13.0K2026-11-06
Ritholtz Wealth Management
UNCHANGED2,8042,80400%$329.5K$307.3K-$22.1K2026-11-05
Forvis Mazars Wealth Advisors, LLC
UNCHANGED2,8032,80300%$329.4K$307.2K-$22.1K2026-10-13
Independent Investors Inc
UNCHANGED2,8002,80000%$329.0K$306.9K-$22.1K2026-10-30
Krilogy Financial LLC
INCREASED2,7872,786+1+0%$327.3K$309.6K-$17.7K2026-10-13
Value Investment Professionals, LLC
INCREASED2,7722,767+5+0%$325.2K$303.9K-$21.3K2026-10-13
Sowell Financial Services LLC
INCREASED2,7642,355+409+17%$276.7K$303.0K+$26.3K2026-10-23
Chemung Canal Trust Co
UNCHANGED2,7612,76100%$324.4K$302.6K-$21.8K2026-11-04
Winthrop Capital Management, LLC
UNCHANGED2,7582,75800%$324.0K$302.3K-$21.7K2026-11-05
Horizon Wealth Management, LLC
UNCHANGED2,7552,75500%$323.7K$302.0K-$21.7K2026-11-02
Noble Wealth Management PBC
INCREASED2,7372,611+126+5%$306.8K$300.0K-$6.8K2026-10-01
Greater Midwest Financial Group, LLC
INCREASED2,7352,730+5+0%$320.8K$299.7K-$21.0K2026-10-13
First City Capital Management, Inc.
UNCHANGED2,7322,73200%$321.0K$299.5K-$21.6K2026-10-27
High Net Worth Advisory Group LLC
UNCHANGED2,7002,70000%$317.3K$295.9K-$21.3K2026-10-26
Townsend Asset Management Corp
UNCHANGED2,6702,67000%$313.7K$292.7K-$21.1K2026-10-29
Csenge Advisory Group
INCREASED2,6662,626+40+2%$308.5K$292.2K-$16.3K2026-11-04
Uptick Partners, LLC
UNCHANGED2,6622,66200%$312.8K$291.8K-$21.0K2026-11-04
Accredited Investors Inc.
UNCHANGED2,6492,64900%$311.3K$290.4K-$20.9K2026-11-03
Mccarter Private Wealth Services LLC
DECREASED2,6212,713-92-3%$318.8K$287.3K-$31.5K2026-10-22
Sterling Investment Counsel, LLC
INCREASED2,6142,576+38+1%$302.7K$286.5K-$16.2K2026-10-19
Saxon Interests, Inc.
DECREASED2,6024,734-2,132-45%$556.2K$285.2K-$271.0K2026-10-26
Lazari Capital Management, Inc.
UNCHANGED2,5602,56000%$300.8K$280.6K-$20.2K2026-10-20
Connecticut Wealth Management, LLC
DECREASED2,5522,867-315-11%$336.9K$279.7K-$57.1K2026-10-13
Trifecta Capital Advisors, LLC
UNCHANGED2,5402,54000%$298.5K$278.4K-$20.0K2026-10-21
Moneywise, Inc.
UNCHANGED2,5392,53900%$298.3K$278.3K-$20.0K2026-10-30
Insight Inv LLC
UNCHANGED2,5092,50900%$294.8K$275.0K-$19.8K2026-10-27
Tompkins Financial Corp
UNCHANGED2,5012,50100%$293.9K$274.1K-$19.7K2026-10-05
Rockwood Wealth Management, LLC
INCREASED2,4802,320+160+7%$272.6K$271.8K-$7672026-10-27
Elyxium Wealth, LLC
UNCHANGED2,4802,48000%$291.4K$271.8K-$19.6K2026-10-27
Freedom Day Solutions, LLC
DECREASED2,4732,494-21-1%$293.0K$271.1K-$21.9K2026-10-20
Fee-Only Financial Planning, L.C.
UNCHANGED2,4602,46000%$289.1K$269.6K-$19.4K2026-10-23
Opus Financial Solutions LLC
DECREASED2,4592,985-526-18%$350.7K$269.5K-$81.2K2026-11-06
Relyea Zuckerberg Hanson LLC
INCREASED2,4552,451+4+0%$288.0K$269.1K-$18.9K2026-10-20
Park Capital Management, LLC / WI
UNCHANGED2,4512,45100%$288.0K$268.7K-$19.3K2026-10-13
Goldenstone Wealth Management LLC
DECREASED2,4503,750-1,300-35%$440.6K$268.5K-$172.1K2026-11-04
Stanich Group LLC
DECREASED2,4232,437-14-1%$286.3K$265.6K-$20.8K2026-10-16
SeaBridge Investment Advisors LLC
NEW2,394—+2,394——$262.4K—2026-11-02
Chapin Davis, Inc.
UNCHANGED2,3762,37600%$279.2K$260.4K-$18.7K2026-10-09
Patriot Investment Management Group, Inc.
UNCHANGED2,3762,37600%$279.2K$260.4K-$18.7K2026-10-15
Intergy Private Wealth, LLC
UNCHANGED2,3562,35600%$276.8K$258.2K-$18.6K2026-10-16
Radnor Capital Management, LLC
UNCHANGED2,3522,35200%$276.4K$257.8K-$18.6K2026-10-23
Shrier Wealth Management, LLC
UNCHANGED2,3452,34500%$275.5K$257.0K-$18.5K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED2,3402,243+97+4%$263.5K$256.5K-$7.0K2026-10-21
Eagle Global Advisors LLC
INCREASED2,3402,300+40+2%$270.3K$256.5K-$13.8K2026-11-02
Sightline Wealth Advisors, LLC
UNCHANGED2,3282,32800%$273.6K$255.2K-$18.4K2026-10-21
Advisors Management Group Inc
UNCHANGED2,3202,32000%$272.0K$254.0K-$18.0K2026-11-05
First Interstate Bank
UNCHANGED2,2882,28800%$268.8K$250.8K-$18.1K2026-10-23
LaFleur & Godfrey LLC
UNCHANGED2,2872,28700%$268.7K$250.7K-$18.0K2026-10-27
Wolff Wiese Magana LLC
UNCHANGED2,2852,28500%$268.5K$250.5K-$18.0K2026-10-15
Lanark Financial, Inc.
INCREASED2,2542,162+92+4%$254.0K$247.1K-$7.0K2026-10-26
Legacy Bridge, LLC
DECREASED2,2532,266-13-1%$266.3K$247.0K-$19.3K2026-10-28
Flagship Harbor Advisors, LLC
INCREASED2,2411,906+335+18%$223.9K$245.7K+$21.8K2026-10-26
Hidden Cove Wealth Management, LLC
UNCHANGED2,2402,24000%$263.2K$245.5K-$17.7K2026-10-19
Arcadia Investment Advisors LLC
UNCHANGED2,2402,24000%$263.2K$245.5K-$17.7K2026-10-13
North Capital, Inc.
UNCHANGED2,2282,22800%$261.8K$247.0K-$14.8K2026-10-16
Principle Wealth Partners LLC
NEW2,219—+2,219——$243.2K—2026-11-02
Cornerstone Wealth Management, LLC
UNCHANGED2,1742,17400%$255.4K$238.3K-$17.2K2026-11-04
HUB Investment Partners, LLC
DECREASED2,1702,410-240-10%$283.2K$237.9K-$45.3K2026-11-03
W Advisors, LLC
UNCHANGED2,1702,17000%$255.0K$237.9K-$17.1K2026-11-02
Alpha Omega Wealth Management LLC
UNCHANGED2,1702,17000%$255.0K$237.9K-$17.1K2026-10-23
Shakespeare Wealth Management, LLC
NEW2,160—+2,160——$236.8K—2026-10-28
Roman Butler Fullerton & Co
INCREASED2,1572,155+2+0%$243.3K$234.0K-$9.3K2026-10-27
Eagle Bay Advisors LLC
INCREASED2,1442,097+47+2%$246.4K$235.0K-$11.4K2026-10-16
West Bancorporation Inc
UNCHANGED2,1402,14000%$251.5K$234.6K-$16.9K2026-10-29
Wealth Preservation Advisors, LLC
NEW2,131—+2,131——$233.6K—2026-11-05
Arthur M. Cohen & Associates, LLC
NEW2,120—+2,120——$232.4K—2026-10-26
Beese Fulmer Investment Management, Inc.
NEW2,120—+2,120——$232.4K—2026-10-23
Nilsine Partners, LLC
UNCHANGED2,1022,10200%$247.0K$230.4K-$16.6K2026-11-02
Procyon Advisors, LLC
DECREASED2,0952,325-230-10%$273.2K$229.6K-$43.6K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED2,0932,09300%$245.9K$229.4K-$16.5K2026-10-27
Parkshore Wealth Management, Inc.
UNCHANGED2,0772,07700%$244.1K$227.7K-$16.4K2026-10-13
CWS Financial Advisors, LLC
INCREASED2,0732,072+1+0%$243.5K$227.2K-$16.2K2026-10-16
SteelPeak Wealth, LLC
INCREASED2,0341,808+226+13%$212.4K$222.9K+$10.5K2026-10-16
Winthrop Advisory Group LLC
INCREASED2,0311,964+67+3%$230.8K$222.6K-$8.2K2026-10-22
Lewis Asset Management, LLC
UNCHANGED2,0212,02100%$237.5K$221.5K-$15.9K2026-10-14
Certified Advisory Corp
NEW1,974—+1,974——$216.3K—2026-10-29
Quadcap Wealth Management, LLC
DECREASED1,9692,093-124-6%$245.9K$215.8K-$30.1K2026-11-02
SC&H Financial Advisors, Inc.
UNCHANGED1,9601,96000%$230.3K$214.8K-$15.5K2026-10-14
FSM Wealth Advisors, LLC
INCREASED1,9541,951+3+0%$229.3K$216.7K-$12.6K2026-10-27
Security National Bank
UNCHANGED1,9511,95100%$229.2K$213.8K-$15.4K2026-10-26
Wesbanco Bank Inc
DECREASED1,9455,428-3,483-64%$637.8K$213.2K-$424.6K2026-11-04
Means Investment Co., Inc.
INCREASED1,9361,934+2+0%$227.2K$212.2K-$15.0K2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED1,9353,464-1,529-44%$407.0K$212.1K-$194.8K2026-10-13
FC Advisory LLC
INCREASED1,9281,926+2+0%$226.3K$211.3K-$14.9K2026-10-05
Gemmer Asset Management LLC
DECREASED1,8971,929-32-2%$226.7K$207.9K-$18.7K2026-10-16
Simplicity Wealth,LLC
NEW1,884—+1,884——$206.5K—2026-10-23
Kwmg, LLC
UNCHANGED1,8801,88000%$220.9K$206.1K-$14.8K2026-10-07
GLR Partners, LLC
DECREASED1,8701,957-87-4%$229.9K$205.0K-$25.0K2026-11-04
Romano Brothers and Company
UNCHANGED1,8681,86800%$219.5K$204.8K-$14.7K2026-10-22
Penobscot Investment Management Company, Inc.
UNCHANGED1,8501,85000%$217.4K$202.8K-$14.6K2026-10-26
Mengis Capital Management, Inc.
NEW1,848—+1,848——$202.6K—2026-10-13
Saxony Capital Management, LLC
DECREASED1,8451,903-58-3%$223.6K$202.2K-$21.4K2026-10-15
Valley National Advisers Inc
UNCHANGED1,8421,84200%$216.4K$201.9K-$14.5K2026-10-23
Mountain Capital Investment Advisors Inc.
INCREASED1,8321,829+3+0%$214.9K$200.8K-$14.1K2026-11-06
Burk Holdings LLC
INCREASED1,73080+1,650+2063%$9.4K$189.6K+$180.2K2026-11-05
Mcdonald Partners LLC
UNCHANGED1,6761,67600%$196.9K$183.7K-$13.2K2026-11-03
Gamma Investing LLC
UNCHANGED1,6521,65200%$194.1K$181.1K-$13.0K2026-10-08
Midwest Capital Advisors, LLC
UNCHANGED1,6321,63200%$191.8K$178.9K-$12.9K2026-11-04
Old Second National Bank of Aurora
DECREASED1,6182,097-479-23%$246.4K$177.3K-$69.0K2026-10-22
Financial Perspectives, Inc
UNCHANGED1,5641,56400%$183.7K$171.4K-$12.3K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED1,5641,56400%$183.8K$171.4K-$12.3K2026-10-21
Clearstead Trust, LLC
UNCHANGED1,5601,56000%$183.3K$171.0K-$12.3K2026-11-06
Trust Co of Toledo NA
UNCHANGED1,5201,52000%$178.6K$166.6K-$12.0K2026-10-16
Duncker Streett & Co Inc
UNCHANGED1,5001,50000%$176.3K$164.4K-$11.8K2026-10-27
Eastern Bank
NEW1,476—+1,476——$161.8K—2026-10-05
Rosenberg Matthew Hamilton
DECREASED1,4721,554-82-5%$182.6K$161.3K-$21.2K2026-10-05
Grove Bank & Trust
UNCHANGED1,4721,47200%$173.0K$161.3K-$11.6K2026-10-08
West Paces Advisors Inc.
UNCHANGED1,4411,44100%$169.3K$157.9K-$11.4K2026-10-13
Gen-Wealth Partners Inc
UNCHANGED1,4401,44000%$169.2K$157.8K-$11.4K2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED1,3791,37900%$162.0K$151.1K-$10.9K2026-10-16
Signaturefd, LLC
UNCHANGED1,3601,36000%$159.8K$149.1K-$10.7K2026-10-23
Central Trust Co
UNCHANGED1,3421,34200%$157.7K$147.1K-$10.6K2026-11-05
S.A. Mason LLC
UNCHANGED1,3361,33600%$157.0K$146.4K-$10.5K2026-10-13
PFS Partners, LLC
UNCHANGED1,3321,33200%$156.5K$146.0K-$10.5K2026-10-21
Horrell Capital Management, Inc.
UNCHANGED1,2201,22000%$143.4K$133.7K-$9.6K2026-10-08
Montag A & Associates Inc
UNCHANGED1,1681,16800%$137.2K$128.0K-$9.2K2026-10-29
Ascentis Independent Advisors
NEW1,167—+1,167——$127.9K—2026-11-03
Balance Wealth Partners LLC
NEW1,166—+1,166——$127.8K—2026-10-27
Kentucky Trust Co
DECREASED1,1201,170-50-4%$137.5K$122.8K-$14.7K2026-10-15
First Command Advisory Services, Inc.
UNCHANGED1,1171,11700%$131.2K$122.4K-$8.8K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED1,0681,06800%$125.5K$117.1K-$8.4K2026-10-23
Peachtree Investment Partners, LLC
DECREASED9891,441-452-31%$169.3K$108.4K-$60.8K2026-11-05
Sima Wealth Partners, LLC
DECREASED9491,043-94-9%$122.5K$104.0K-$18.5K2026-10-19
Mill Capital Management, LLC
UNCHANGED90090000%$105.8K$98.6K-$7.1K2026-10-26
Main Street Group, LTD
UNCHANGED85085000%$99.9K$93.2K-$6.7K2026-10-28
Kings Path Partners LLC
UNCHANGED84084000%$98.7K$92.1K-$6.6K2026-10-21
Owl Creek Wealth Partners LLC
DECREASED835906-71-8%$106.5K$91.5K-$14.9K2026-10-20
Register Financial Advisors LLC
DECREASED778933-155-17%$109.6K$85.3K-$24.4K2026-10-23
William Mack & Associates, Inc.
NEW776—+776——$85.1K—2026-10-27
Root Financial Partners, LLC
NEW764—+764——$83.7K—2026-10-21
POM Investment Strategies, LLC
DECREASED744994-250-25%$116.8K$81.6K-$35.2K2026-10-20
Sage Mountain Advisors LLC
UNCHANGED72572500%$85.2K$79.5K-$5.7K2026-11-02
Maseco LLP
UNCHANGED71371300%$83.8K$78.2K-$5.6K2026-10-27
Hilltop National Bank
UNCHANGED70070000%$82.3K$76.7K-$5.5K2026-10-14
Thompson Investment Management, Inc.
UNCHANGED65665600%$77.1K$71.9K-$5.2K2026-10-14
Y.D. More Investments Ltd
DECREASED640680-40-6%$79.9K$70.2K-$9.8K2026-11-02
Kelleher Financial Advisors
DECREASED6201,240-620-50%$145.7K$68.0K-$77.7K2026-10-30
Milestone Investment Advisors LLC
UNCHANGED60860800%$71.5K$66.7K-$4.8K2026-11-05
Mainstream Capital Management LLC
NEW600—+600——$65.8K—2026-10-23
Rossby Financial, LCC
INCREASED59311+582+5291%$1.3K$65.0K+$63.7K2026-11-05
John A. Wolfe & Associates, Inc.
DECREASED582617-35-6%$72.5K$63.8K-$8.7K2026-11-06
RMG Wealth Management LLC
UNCHANGED50450400%$59.5K$54.1K-$5.5K2026-10-26
Fortis Group Advisors, LLC
UNCHANGED50050000%$58.8K$54.8K-$3.9K2026-11-06
Burkett Financial Services, LLC
INCREASED473472+1+0%$55.5K$51.9K-$3.6K2026-10-01
Murphy & Mullick Capital Management Corp
UNCHANGED46446400%$54.5K$50.9K-$3.7K2026-11-02
High Note Wealth, LLC
UNCHANGED45245200%$53.1K$49.5K-$3.6K2026-10-27
Armor Investment Advisors, LLC
UNCHANGED44044000%$51.7K$48.2K-$3.5K2026-10-27
Strengthening Families & Communities, LLC
INCREASED433432+1+0%$50.8K$47.5K-$3.3K2026-10-21
Capital Investment Counsel, Inc
UNCHANGED41041000%$48.2K$44.9K-$3.2K2026-10-20
Hanson & Doremus Investment Management
UNCHANGED39639600%$47$43-$42026-10-16
Quaker Wealth Management, LLC
INCREASED387386+1+0%$45.4K$42.4K-$3.0K2026-10-22
Comprehensive Financial Planning, Inc.
UNCHANGED38138100%$44.7K$41.8K-$2.9K2026-10-27
Rossmore Private Capital
UNCHANGED36636600%$43.0K$40.1K-$2.9K2026-10-27
Atwood & Palmer Inc
UNCHANGED36536500%$42.9K$40.0K-$2.9K2026-10-08
Steph & Co
DECREASED347560-213-38%$65.8K$38.0K-$27.8K2026-10-07
Abound Wealth Management
UNCHANGED33933900%$39.8K$37.2K-$2.7K2026-10-26
Align Financial, LLC
UNCHANGED33633600%$39.5K$36.8K-$2.7K2026-10-16
American National Bank & Trust
DECREASED333443-110-25%$52.1K$36.5K-$15.6K2026-10-07
Bear Mountain Capital, Inc.
DECREASED326333-7-2%$37.8K$35.3K-$2.6K2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED31431400%$36.9K$34.4K-$2.5K2026-11-05
SYM Financial Corp
UNCHANGED31131100%$36.5K$34.1K-$2.5K2026-10-26
First Premier Bank
UNCHANGED29629600%$35$32-$32026-10-13
Angeles Wealth Management, LLC
UNCHANGED29629600%$34.8K$32.4K-$2.3K2026-10-26
Creative Financial Designs Inc
INCREASED29465+229+352%$7.6K$32.2K+$24.6K2026-11-04
Evermay Wealth Management LLC
UNCHANGED29329300%$34.4K$32.1K-$2.3K2026-11-05
Nemes Rush Group LLC
UNCHANGED29329300%$34.4K$32.1K-$2.3K2026-11-04
Westside Investment Management, Inc.
UNCHANGED28828800%$33.8K$31.6K-$2.3K2026-11-02
Citizens National Bank Trust Department
UNCHANGED28028000%$32.9K$30.7K-$2.2K2026-11-04
Your Advocates Ltd., LLP
UNCHANGED23723700%$27.8K$26.0K-$1.9K2026-11-03
Piedmont Capital Management, LLC
UNCHANGED23323300%$27.4K$25.5K-$1.8K2026-10-21
Tsfg, LLC
UNCHANGED23223200%$27.0K$25-$27.0K2026-10-23
Toth Financial Advisory Corp
UNCHANGED22022000%$25.9K$24.1K-$1.7K2026-10-08
Holos Integrated Wealth LLC
NEW207—+207——$22.4K—2026-10-23
Madden Securities Corp
NEW206—+206——$22.6K—2026-10-27
Creative Capital Management Investments LLC
UNCHANGED20420400%$24.0K$22.4K-$1.6K2026-10-28
Pacific Center for Financial Services
UNCHANGED20420400%$24.0K$22.4K-$1.6K2026-10-15
Archer Investment Corp
UNCHANGED18518500%$21.7K$20.3K-$1.4K2026-11-05
North Star Investment Management Corp.
UNCHANGED17417400%$20.4K$19.1K-$1.4K2026-10-27
Piscataqua Savings Bank
UNCHANGED16016000%$18.8K$17.5K-$1.3K2026-10-21
Caldwell Trust Co
UNCHANGED15915900%$18.7K$17.4K-$1.3K2026-10-30
Larson Financial Group LLC
DECREASED158287-129-45%$33.7K$17.3K-$16.4K2026-11-05
Beacon Financial Strategies Corp
UNCHANGED15615600%$18.3K$17.1K-$1.2K2026-10-14
DiNuzzo Private Wealth, Inc.
UNCHANGED13213200%$15.5K$14.5K-$1.0K2026-10-16
NorthAvenue LLC
UNCHANGED12812800%$15.0K$14.0K-$1.0K2026-10-29
Valued Wealth Advisors LLC
NEW125—+125——$13.7K—2026-11-05
Latitude Advisors, LLC
NEW120—+120——$13.2K—2026-10-27
Elevated Capital Advisors, LLC
INCREASED11481+33+41%$9.5K$12.5K+$3.0K2026-11-04
Bullock Wealth Management Group
UNCHANGED11211200%$13.0K$12.4K-$5852026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED11211200%$13.2K$12.3K-$8842026-10-14
Pacifica Partners Inc.
UNCHANGED11211200%$12.9K$12.4K-$4842026-10-09
Adirondack Trust Co
UNCHANGED11211200%$13.2K$12.3K-$8842026-10-14
Transce3nd, LLC
NEW107—+107——$11.8K—2026-10-26
Kroeger Financial Partners
UNCHANGED10310300%$12.1K$11.3K-$8122026-10-19
Chung Wu Investment Group, LLC
UNCHANGED10010000%$11.8K$11.0K-$7892026-11-03
Decker Retirement Planning Inc.
UNCHANGED10010000%$11.8K$11.0K-$7902026-10-19
Hughes Financial Services, LLC
UNCHANGED949400%$11.0K$10.3K-$7042026-10-30
Essential Investment Partners LLC
UNCHANGED808000%$9.4K$8.8K-$6312026-10-27
Provenance Wealth Advisors, LLC
UNCHANGED767600%$8.9K$8.3K-$5972026-10-30
Godsey & Gibb, Inc
NEW75—+75——$8.2K—2026-10-14
EPG Wealth Management LLC
UNCHANGED727200%$8.5K$7.9K-$5682026-11-03
Sawyer & Company, Inc
UNCHANGED717100%$8.3K$7.8K-$5612026-10-21
Bayban
UNCHANGED565600%$6.6K$6.6K$02026-11-05
Trust Co
DECREASED4896-48-50%$11.3K$5.3K-$6.0K2026-10-09
Smallwood Wealth Investment Management, LLC
UNCHANGED484800%$5.6K$5.3K-$3792026-10-30
Avion Wealth
UNCHANGED484800%$5$5$02026-11-04
Golden State Wealth Management, LLC
UNCHANGED363600%$4.2K$3.9K-$2842026-11-02
Mosley Wealth Management
UNCHANGED272700%$3.2K$3.0K-$2072026-10-16
Key Capital Management, Inc
INCREASED2312+11+92%$1.4K$2.5K+$1.1K2026-11-03
Buck Wealth Strategies, LLC
DECREASED2210,890-10,868-100%$1.3M$2.4K-$1.3M2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED222200%$2.6K$2.4K-$1742026-10-13
StrongBox Wealth, LLC
NEW20—+20——$2.2K—2026-11-02
Fairman Group, LLC
UNCHANGED181800%$2.1K$2.0K-$1422026-10-26
Morton Brown Family Wealth, LLC
UNCHANGED161600%$1.9K$1.8K-$1262026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED9900%$1.1K$1.0K-$702026-10-20
Networth Advisors, LLC
UNCHANGED1100%$118$110-$82026-11-03
Raleigh Capital Management Inc.
UNCHANGED1100%$113$106-$72026-10-28
True Freedom Investing, LLC
CLOSED02,217,617-2,217,617-100%$223.1M$0-$223.1M2026-10-29
Pinkerton Wealth, LLC
CLOSED01,835,243-1,835,243-100%$184.7M$0-$184.7M2026-10-29
Onyx Bridge Wealth Group LLC
CLOSED0105,580-105,580-100%$12.4M$0-$12.4M2026-10-16
Thrivent Financial for Lutherans
CLOSED030,305-30,305-100%$3.6M$0-$3.6M2026-11-05
Summit Financial Consulting LLC
CLOSED027,175-27,175-100%$3.2M$0-$3.2M2026-10-15
Clear Creek Financial Management, LLC
CLOSED09,049-9,049-100%$1.1M$0-$1.1M2026-10-28
Money Concepts Capital Corp
CLOSED08,151-8,151-100%$957.8K$0-$957.8K2026-11-06
Integrated Advisors Network LLC
CLOSED07,908-7,908-100%$929.1K$0-$929.1K2026-10-20
KPP Advisory Services LLC
CLOSED04,464-4,464-100%$524.5K$0-$524.5K2026-10-26
Baker Avenue Asset Management, LP
CLOSED02,922-2,922-100%$343.3K$0-$343.3K2026-11-06
Amplius Wealth Advisors, LLC
CLOSED02,881-2,881-100%$338.5K$0-$338.5K2026-10-20
Merkkuri Wealth Advisors LLC
CLOSED02,831-2,831-100%$332.7K$0-$332.7K2026-11-03
Arlington Trust Co LLC
CLOSED02,310-2,310-100%$271.4K$0-$271.4K2026-10-20
Aufman Associates Inc
CLOSED01,988-1,988-100%$233.6K$0-$233.6K2026-11-04
Park Edge Advisors, LLC
CLOSED01,781-1,781-100%$209.3K$0-$209.3K2026-10-28
Founders Financial Securities LLC
CLOSED01,769-1,769-100%$207.8K$0-$207.8K2026-10-28
Cordatus Wealth Management LLC
CLOSED01,764-1,764-100%$207.3K$0-$207.3K2026-10-19
United Advisor Group, LLC
CLOSED01,761-1,761-100%$206.9K$0-$206.9K2026-11-03
Summit Financial Strategies, Inc.
CLOSED01,753-1,753-100%$206.0K$0-$206.0K2026-10-14
Financial Advisory Corp
CLOSED01,744-1,744-100%$204.9K$0-$204.9K2026-10-14
Richmond Investment Services, LLC
CLOSED01,741-1,741-100%$204.5K$0-$204.5K2026-10-29
Kanawha Capital Management LLC
CLOSED01,733-1,733-100%$203.6K$0-$203.6K2026-10-19
Charter Capital Management, Llc\de
CLOSED01,732-1,732-100%$203.6K$0-$203.6K2026-10-28
Bennett Selby Investments LP
CLOSED01,720-1,720-100%$202.1K$0-$202.1K2026-10-19
Christensen, King & Associates Investment Services, Inc.
CLOSED01,716-1,716-100%$201.6K$0-$201.6K2026-10-22
Insight Wealth Partners, LLC
CLOSED01,706-1,706-100%$200.5K$0-$200.5K2026-10-26
Voisard Asset Management Group, Inc.
CLOSED01,704-1,704-100%$200.2K$0-$200.2K2026-10-13
Salem Investment Counselors Inc
CLOSED01,167-1,167-100%$137.1K$0-$137.1K2026-10-13
Founders Capital Management
CLOSED01,126-1,126-100%$132.3K$0-$132.3K2026-10-13
Evergreen Private Wealth LLC
CLOSED01,030-1,030-100%$121.1K$0-$121.1K2026-10-30
Cornerstone Planning Group LLC
CLOSED0513-513-100%$58.0K$0-$58.0K2026-10-16
Kingdom Financial Group Llc.
CLOSED0176-176-100%$20.7K$0-$20.7K2026-11-04
LifeSteps Financial, Inc.
CLOSED0144-144-100%$16.9K$0-$16.9K2026-10-15
Sims Investment Management, LLC
CLOSED095-95-100%$11.2K$0-$11.2K2026-10-13
Robinswood Financial LLC
CLOSED058-58-100%$6.9K$0-$6.9K2026-10-20
First Pacific Financial
CLOSED044-44-100%$5.2K$0-$5.2K2026-10-14
Tucker Asset Management LLC
CLOSED024-24-100%$2.8K$0-$2.8K2026-10-29
MCF Advisors LLC
CLOSED011-11-100%$1.3K$0-$1.3K2026-10-28
Kimelman & Baird, LLC
UNCHANGED000—$37$34-$32026-11-03
Morgan Stanley
N/A—7,365,748-7,365,748-100%$865.5M———
Wells Fargo & Company
N/A—5,894,027-5,894,027-100%$692.5M———
FMR LLC
N/A—4,492,033-4,492,033-100%$527.8M———
Bank of America Corp
N/A—3,677,630-3,677,630-100%$432.1M———
Goldman Sachs Group Inc
N/A—2,139,491-2,139,491-100%$251.4M———
Envestnet Asset Management Inc
N/A—2,065,287-2,065,287-100%$242.7M———
UBS Group AG
N/A—1,907,313-1,907,313-100%$224.1M———
Raymond James Financial Inc
N/A—1,520,276-1,520,276-100%$178.6M———
Financial Engines Advisors L.L.C.
N/A—1,169,953-1,169,953-100%$137.5M———
Northwestern Mutual Wealth Management Co
N/A—1,146,816-1,146,816-100%$134.8M———
Northern Trust Corp
N/A—1,103,320-1,103,320-100%$129.6M———
Ameriprise Financial Inc
N/A—989,033-989,033-100%$116.6M———
JPMorgan Chase & Co
N/A—956,027-956,027-100%$110.9M———
MAI Capital Management
N/A—728,317-728,317-100%$85.6M———
Jones Financial Companies Lllp
N/A—696,600-696,600-100%$80.4M———
Royal Bank of Canada
N/A—650,758-650,758-100%$76.5M———
Cerity Partners LLC
N/A—536,489-536,489-100%$63.0M———
HighTower Advisors, LLC
N/A—505,886-505,886-100%$59.4M———
Bank of Montreal
N/A—468,196-468,196-100%$55.0M———
Focus Partners Wealth
N/A—443,550-443,550-100%$52.1M———
Steward Partners Investment Advisory, LLC
N/A—407,266-407,266-100%$47.9M———
Pacific Life Fund Advisors LLC
N/A—400,548-400,548-100%$47.1M———
Moment Partners, LLC
N/A—396,412-396,412-100%$46.6M———
Captrust Financial Advisors
N/A—361,510-361,510-100%$42.5M———
Cetera Investment Advisers
N/A—350,476-350,476-100%$41.2M———
Mariner, LLC
N/A—301,678-301,678-100%$35.4M———
Rockefeller Capital Management L.P.
N/A—277,858-277,858-100%$32.6M———
Arax Advisory Partners
N/A—257,702-257,702-100%$30.3M———
Baird Financial Group, Inc.
N/A—245,585-245,585-100%$28.9M———
Osaic Holdings, Inc.
N/A—217,369-217,369-100%$25.5M———
Argent Trust Co
N/A—213,832-213,832-100%$25.1M———
Stifel Financial Corp
N/A—188,268-188,268-100%$22.1M———
Atlantic Union Bankshares Corp
N/A—183,426-183,426-100%$21.6M———
Hilltop Partners LLC
N/A—160,893-160,893-100%$18.9M———
Texas Yale Capital Corp.
N/A—158,887-158,887-100%$18.7M———
Integrated Wealth Concepts LLC
N/A—154,635-154,635-100%$18.2M———
Vestmark Advisory Solutions, Inc.
N/A—152,013-152,013-100%$17.9M———
Waverly Advisors, LLC
N/A—144,718-144,718-100%$17.0M———
Buffalo Business & Estate Services LTD
N/A—143,117-143,117-100%$16.8M———
Moneta Group Investment Advisors LLC
N/A—133,319-133,319-100%$15.7M———
AlTi Global, Inc.
N/A—111,329-111,329-100%$13.1M———
Pathstone Holdings, LLC
N/A—107,855-107,855-100%$12.7M———
Huntington National Bank
N/A—106,239-106,239-100%$12.5M———
NewEdge Advisors, LLC
N/A—105,618-105,618-100%$12.4M———
HSBC Holdings PLC
N/A—102,173-102,173-100%$12.0M———
Blue Edge Capital, LLC
N/A—99,403-99,403-100%$11.7M———
Private Advisor Group, LLC
N/A—98,780-98,780-100%$11.6M———
Sanctuary Advisors, LLC
N/A—92,160-92,160-100%$10.8M———
Broadview Financial Management, LLC
N/A—90,694-90,694-100%$10.7M———
Callan Family Office, LLC
N/A—78,333-78,333-100%$9.2M———
Heritage Trust Co
N/A—77,416-77,416-100%$9.1M———
Mercer Global Advisors Inc
N/A—66,939-66,939-100%$7.9M———
Two Sigma Investments, LP
N/A—66,800-66,800-100%$7.8M———
SOA Wealth Advisors, Llc.
N/A—63,642-63,642-100%$7.5M———
Arkadios Wealth Advisors
N/A—62,244-62,244-100%$7.3M———
Ausdal Financial Partners, Inc.
N/A—61,723-61,723-100%$7.3M———
Camarda Financial Advisors, LLC
N/A—59,837-59,837-100%$7.0M———
NewEdge Wealth, LLC
N/A—59,026-59,026-100%$6.9M———
&partners
N/A—57,927-57,927-100%$6.8M———
Asset Management Group, Inc.
N/A—57,034-57,034-100%$6.7M———
Causey Wealth LLC
N/A—56,781-56,781-100%$6.7M———
EP Wealth Advisors, LLC
N/A—56,120-56,120-100%$6.6M———
BFC Planning, Inc.
N/A—55,449-55,449-100%$6.5M———
World Investment Advisors
N/A—54,596-54,596-100%$5.5M———
Coldstream Capital Management Inc
N/A—52,290-52,290-100%$6.1M———
M&T Bank Corp
N/A—51,670-51,670-100%$6.1M———
Becker Capital Management Inc
N/A—49,947-49,947-100%$5.9M———
MML Investors Services, LLC
N/A—49,871-49,871-100%$5.9M———
Janney Montgomery Scott LLC
N/A—49,065-49,065-100%$5.8M———
Pinnacle Financial Partners, Inc.
N/A—45,403-45,403-100%$5.3M———
Strategic Financial Partners, Ltd.
N/A—45,209-45,209-100%$5.3M———
Susquehanna International Group, LLP
N/A—44,788-44,788-100%$5.3M———
Brightwater Advisory LLC
N/A—44,493-44,493-100%$5.2M———
Circle Wealth Management, LLC
N/A—44,000-44,000-100%$5.2M———
Natixis Advisors, LLC
N/A—43,936-43,936-100%$5.2M———
Global Retirement Partners, LLC
N/A—43,567-43,567-100%$5.1M———
United Bank
N/A—42,637-42,637-100%$5.0M———
Hancock Whitney Corp
N/A—38,951-38,951-100%$4.6M———
Teachers Insurance & Annuity Association of America
N/A—37,003-37,003-100%$4.3M———
UMB Bank, n.a.
N/A—36,415-36,415-100%$4.3M———
BlueStem Wealth Partners, LLC
N/A—32,951-32,951-100%$3.9M———
Blair William & Co
N/A—32,847-32,847-100%$3.9M———
M1 Capital Management LLC
N/A—32,444-32,444-100%$3.8M———
Commerce Bank
N/A—31,447-31,447-100%$3.7M———
Advisory Services Network, LLC
N/A—30,968-30,968-100%$3.6M———
Beacon Pointe Advisors, LLC
N/A—30,765-30,765-100%$3.6M———
Main Management LLC
N/A—30,144-30,144-100%$3.5M———
Equitable Holdings, Inc.
N/A—30,016-30,016-100%$3.5M———
USA Financial Formulas
N/A—29,982-29,982-100%$3.5M———
Bluespring Wealth Management, LLC
N/A—29,760-29,760-100%$3.5M———
MidFirst Bank
N/A—29,240-29,240-100%$3.4M———
Horizon Family Wealth, Inc.
N/A—29,064-29,064-100%$3.4M———
AQR Capital Management LLC
N/A—28,247-28,247-100%$3.3M———
Summitpoint Capital Management
N/A—27,977-27,977-100%$3.3M———
Somerset Group LLC
N/A—27,827-27,827-100%$3.2M———
Tradewinds, Llc.
N/A—27,442-27,442-100%$235.2K———
O'shaughnessy Asset Management, LLC
N/A—27,002-27,002-100%$3.2M———
Alliancebernstein L.P.
N/A—26,753-26,753-100%$2.7M———
Wealthspire Advisors, LLC
N/A—25,894-25,894-100%$3.0M———
Pacific Financial Group Inc
N/A—25,578-25,578-100%$3.0M———
Performance Wealth Partners, LLC
N/A—24,898-24,898-100%$2.9M———
Quantinno Capital Management LP
N/A—23,766-23,766-100%$2.8M———
Vance Wealth, LLC
N/A—23,339-23,339-100%$2.7M———
Alesco Advisors, LLC, An ESL Co
N/A—21,652-21,652-100%$2.5M———
Operose Advisors LLC
N/A—21,624-21,624-100%$2.5M———
RWA Wealth Partners, LLC
N/A—21,281-21,281-100%$2.5M———
Argent Advisors, Inc.
N/A—20,961-20,961-100%$2.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—20,937-20,937-100%$2.4M———
Axis Wealth Partners, LLC
N/A—19,743-19,743-100%$2.3M———
Tiemann Investment Advisors, LLC
N/A—19,735-19,735-100%$2.3M———
Franklin Resources Inc
N/A—19,682-19,682-100%$2.3M———
Stratos Wealth Advisors, LLC
N/A—19,030-19,030-100%$2.2M———
Wellspring Financial Advisors, LLC
N/A—18,882-18,882-100%$2.2M———
CIBC Bancorp USA Inc.
N/A—17,612-17,612-100%$2.1M———
Rehmann Capital Advisory Group
N/A—17,202-17,202-100%$2.0M———
Peregrine Asset Advisers, Inc.
N/A—16,909-16,909-100%$2.0M———
Whittier Trust Co
N/A—16,518-16,518-100%$1.9M———
Brown Advisory Inc
N/A—16,354-16,354-100%$1.9M———
Envestnet Portfolio Solutions, Inc.
N/A—16,344-16,344-100%$1.9M———
Glenmede Trust Co NA
N/A—16,323-16,323-100%$1.9M———
Novak & Powell Financial Services, Inc.
N/A—16,244-16,244-100%$1.9M———
Harvest Investment Services, LLC
N/A—15,578-15,578-100%$1.8M———
TAGStone Capital, Inc.
N/A—15,542-15,542-100%$1.8M———
Godfrey Financial Associates, Inc.
N/A—15,414-15,414-100%$1.8M———
River Wealth Advisors LLC
N/A—15,266-15,266-100%$1.8M———
Stratos Wealth Partners, Ltd.
N/A—14,968-14,968-100%$1.8M———
Ritter Daniher Financial Advisory LLC / de
N/A—14,820-14,820-100%$1.7M———
Lbmc Investment Advisors, LLC
N/A—14,519-14,519-100%$1.7M———
Orleans Capital Management Corp
N/A—14,001-14,001-100%$1.6M———
Ameritas Advisory Services, LLC
N/A—13,900-13,900-100%$1.6M———
Summit Financial, LLC
N/A—13,895-13,895-100%$1.6M———
AFT, Forsyth & Company, Inc.
N/A—13,823-13,823-100%$1.6M———
Principal Securities, Inc.
N/A—13,667-13,667-100%$1.6M———
Pallas Capital Advisors LLC
N/A—13,609-13,609-100%$1.6M———
Ameritas Investment Partners, Inc.
N/A—13,393-13,393-100%$1.6M———
Cresset Asset Management, LLC
N/A—13,179-13,179-100%$1.5M———
Keystone Financial Group
N/A—13,066-13,066-100%$1.5M———
Moors & Cabot, Inc.
N/A—12,652-12,652-100%$1.5M———
Bleakley Financial Group, LLC
N/A—12,588-12,588-100%$1.5M———
Kingsview Wealth Management, LLC
N/A—12,487-12,487-100%$1.5M———
Stephens Inc
N/A—12,245-12,245-100%$1.4M———
Focus Partners Advisor Solutions, LLC
N/A—12,155-12,155-100%$1.4M———
First National Bank of Omaha
N/A—11,937-11,937-100%$1.4M———
Bragg Financial Advisors, Inc
N/A—11,806-11,806-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—11,684-11,684-100%$1.4M———
Private Wealth Asset Management, LLC
N/A—11,565-11,565-100%$1.4M———
Western Wealth Management, LLC
N/A—11,409-11,409-100%$1.3M———
First Trust Advisors LP
N/A—11,369-11,369-100%$1.3M———
IHT Wealth Management, LLC
N/A—11,047-11,047-100%$1.3M———
Capital Analysts, LLC
N/A—10,867-10,867-100%$1.3M———
Silvercrest Asset Management Group LLC
N/A—10,812-10,812-100%$1.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—10,687-10,687-100%$1.3M———
Summit Trail Advisors, LLC
N/A—10,669-10,669-100%$1.3M———
MainStreet Investment Advisors LLC
N/A—10,463-10,463-100%$1.2M———
Vanguard National Trust Co
N/A—10,439-10,439-100%$1.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,184-10,184-100%$1.2M———
Front Row Advisors LLC
N/A—10,082-10,082-100%$1.2M———
Ballentine Partners, LLC
N/A—9,976-9,976-100%$1.2M———
BlackRock, Inc.
N/A—9,567-9,567-100%$1.1M———
Dearborn Partners LLC
N/A—9,505-9,505-100%$1.1M———
Benjamin Edwards Inc
N/A—9,455-9,455-100%$1.1M———
CreativeOne Wealth, LLC
N/A—9,381-9,381-100%$1.1M———
Tudor Financial Inc.
N/A—9,342-9,342-100%$1.1M———
Stratos Investment Management, LLC
N/A—9,282-9,282-100%$1.1M———
Financial Alternatives, Inc
N/A—9,084-9,084-100%$1.1M———
Jane Street Group, LLC
N/A—9,043-9,043-100%$1.1M———
UBS Asset Management Americas LLC
N/A—9,013-9,013-100%$1.1M———
Chilton Investment Co Inc.
N/A—8,875-8,875-100%$1.0M———
Truepoint, Inc.
N/A—8,787-8,787-100%$1.0M———
Topsail Wealth Management, LLC
N/A—8,691-8,691-100%$1.0M———
Ruggaard & Associates LLC
N/A—8,598-8,598-100%$1.0M———
Belpointe Asset Management LLC
N/A—8,528-8,528-100%$1.0M———
SageView Advisory Group, LLC
N/A—8,329-8,329-100%$978.6K———
Cerity Partners Retirement Plan Advisors LLC
N/A—8,083-8,083-100%$949.7K———
Bridges Investment Management Inc
N/A—7,926-7,926-100%$931.3K———
Point72 Asset Management, L.P.
N/A—7,836-7,836-100%$920.7K———
Harbour Investments, Inc.
N/A—7,631-7,631-100%$896.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—7,401-7,401-100%$869.3K———
ProVise Management Group, LLC
N/A—7,272-7,272-100%$854.5K———
Alerus Financial NA
N/A—6,787-6,787-100%$797.5K———
Pacific SUN Financial Corp
N/A—6,762-6,762-100%$794.5K———
Whittier Trust Co of Nevada Inc
N/A—6,712-6,712-100%$764.2K———
Fayez Sarofim & Co
N/A—6,644-6,644-100%$780.7K———
United Capital Financial Advisors, LLC
N/A—6,624-6,624-100%$778.0K———
Bonfire Financial
N/A—6,620-6,620-100%$777.8K———
Glen Eagle Advisors, LLC
N/A—6,596-6,596-100%$775.0K———
Pgim Custom Harvest LLC
N/A—6,571-6,571-100%$772.1K———
SouthState Bank Corp
N/A—6,462-6,462-100%$759.3K———
Daner Wealth Management, LLC
N/A—6,461-6,461-100%$766.3K———
Johnson Investment Counsel Inc
N/A—6,449-6,449-100%$757.8K———
Keel Point, LLC
N/A—6,369-6,369-100%$748.3K———
Z3 Capital Partners, LLC
N/A—6,324-6,324-100%$743.1K———
AE Wealth Management LLC
N/A—6,113-6,113-100%$718.1K———
Insigneo Advisory Services, LLC
N/A—6,037-6,037-100%$709.3K———
Octavia Wealth Advisors, LLC
N/A—5,919-5,919-100%$695.5K———
Kintra Wealth, LLC
N/A—5,780-5,780-100%$685.5K———
Nova Wealth Management, Inc.
N/A—5,678-5,678-100%$667.2K———
Pure Financial Advisors, LLC
N/A—5,656-5,656-100%$664.6K———
Vienna Asset Management LLC
N/A—5,607-5,607-100%$658.8K———
Geometric Wealth Advisors
N/A—5,537-5,537-100%$650.6K———
Hilltop Holdings Inc.
N/A—5,475-5,475-100%$643.3K———
SEI Investments Co
N/A—5,352-5,352-100%$628.9K———
Hyundai Investments Co., Ltd.
N/A—5,267-5,267-100%$610.7K———
Geneos Wealth Management Inc.
N/A—5,244-5,244-100%$616.2K———
Mosaic Family Wealth Partners, LLC
N/A—5,108-5,108-100%$600.1K———
Klcm Advisors, Inc.
N/A—5,104-5,104-100%$599.7K———
Haverford Trust Co
N/A—4,976-4,976-100%$584.7K———
Petra Financial Advisors Inc
N/A—4,901-4,901-100%$575.9K———
Hershey Financial Advisers, LLC
N/A—4,894-4,894-100%$575.1K———
Gladstone Institutional Advisory LLC
N/A—4,825-4,825-100%$567.0K———
Destination Wealth Management
N/A—4,819-4,819-100%$566.2K———
Ibex Wealth Advisors
N/A—4,799-4,799-100%$563.9K———
Rothschild Wealth LLC
N/A—4,745-4,745-100%$557.6K———
Aptus Capital Advisors, LLC
N/A—4,691-4,691-100%$551.2K———
Park Place Capital Corp
N/A—4,662-4,662-100%$547.8K———
Great Valley Advisor Group, Inc.
N/A—4,645-4,645-100%$545.6K———
Glassman Wealth Services
N/A—4,640-4,640-100%$545.2K———
EFG International AG
N/A—4,640-4,640-100%$545.2K———
Allium Financial Advisors, LLC
N/A—4,578-4,578-100%$537.9K———
Fidelis Capital Partners, LLC
N/A—4,524-4,524-100%$531.6K———
Crewe Advisors LLC
N/A—4,458-4,458-100%$523.8K———
Thoroughbred Financial Services, LLC
N/A—4,385-4,385-100%$515.0K———
Mutual Advisors, LLC
N/A—4,377-4,377-100%$514.3K———
IFG Advisory, LLC
N/A—4,320-4,320-100%$507.6K———
Tocqueville Asset Management L.P.
N/A—4,300-4,300-100%$505.3K———
HighPoint Advisor Group LLC
N/A—4,247-4,247-100%$499.1K———
NCM Capital Management, LLC
N/A—4,187-4,187-100%$492.0K———
Vickerman Investment Advisors, Inc.
N/A—4,154-4,154-100%$488.1K———
Pettyjohn, Wood & White, Inc
N/A—4,147-4,147-100%$487.3K———
Ally Invest Advisors Inc.
N/A—4,140-4,140-100%$486.5K———
All Terrain Financial Advisors, LLC
N/A—4,086-4,086-100%$480.1K———
Savvy Advisors, Inc.
N/A—4,074-4,074-100%$478.7K———
Fiduciary Trust Co
N/A—4,042-4,042-100%$474.9K———
Highland Investment Advisors LLC
N/A—4,042-4,042-100%$475.0K———
Intrust Bank NA
N/A—3,991-3,991-100%$468.9K———
PCG Wealth Advisors, LLC
N/A—3,933-3,933-100%$462.2K———
American Wealth Advisors, LLC
N/A—3,902-3,902-100%$458.5K———
Bradley Foster & Sargent Inc
N/A—3,896-3,896-100%$457.8K———
Neuberger Berman Group LLC
N/A—3,863-3,863-100%$453.9K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,830-3,830-100%$450.0K———
Carl P. Sherr & Co., LLC
N/A—3,665-3,665-100%$430.6K———
Integrated Investment Consultants, LLC
N/A—3,633-3,633-100%$426.9K———
Delta Investment Management, LLC
N/A—3,602-3,602-100%$423.3K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,600-3,600-100%$423.0K———
Meramec Financial Planners, LLC
N/A—3,539-3,539-100%$402.1K———
Sequoia Financial Advisors, LLC
N/A—3,527-3,527-100%$414.5K———
Everstar Asset Management, LLC
N/A—3,512-3,512-100%$412.7K———
FAS Wealth Partners, Inc.
N/A—3,465-3,465-100%$407.1K———
American Trust
N/A—3,448-3,448-100%$405.1K———
Sandy Cove Advisors, LLC
N/A—3,437-3,437-100%$403.8K———
Wick Capital Partners, LLC
N/A—3,425-3,425-100%$402.5K———
Composition Wealth, LLC
N/A—3,410-3,410-100%$400.7K———
Silver OAK Securities, Incorporated
N/A—3,400-3,400-100%$399.5K———
One Capital Management, LLC
N/A—3,395-3,395-100%$341.6K———
Ancora Advisors LLCA
N/A—3,385-3,385-100%$397.7K———
Essex Financial Services, Inc.
N/A—3,368-3,368-100%$395.7K———
SCS Capital Management LLC
N/A—3,319-3,319-100%$390.0K———
Cahill Financial Advisors Inc
N/A—3,274-3,274-100%$384.7K———
Elm Partners Management LLC
N/A—3,213-3,213-100%$377.5K———
Dover Advisors, LLC
N/A—3,188-3,188-100%$308.9K———
IEQ Capital, LLC
N/A—3,178-3,178-100%$373.4K———
Condor Capital Management
N/A—3,004-3,004-100%$353.0K———
Westwood Holdings Group Inc
N/A—2,993-2,993-100%$351.7K———
Institute for Wealth Management, Llc.
N/A—2,956-2,956-100%$347.3K———
Thomasville National Bank
N/A—2,933-2,933-100%$344.6K———
Clearwater Capital Advisors, LLC
N/A—2,918-2,918-100%$342.9K———
Meeder Advisory Services, Inc.
N/A—2,894-2,894-100%$340.0K———
Modern Wealth Management, LLC
N/A—2,846-2,846-100%$334.4K———
Brown Brothers Harriman & Co
N/A—2,844-2,844-100%$334.2K———
Tudor Investment Corp ET AL
N/A—2,822-2,822-100%$331.6K———
VeraBank, N.A.
N/A—2,798-2,798-100%$328.8K———
Motco
N/A—2,789-2,789-100%$327.7K———
Westmount Partners, LLC
N/A—2,776-2,776-100%$326.2K———
Garrison Point Advisors, LLC
N/A—2,770-2,770-100%$325.5K———
Farmers National Bank
N/A—2,766-2,766-100%$325.0K———
CNB Bank
N/A—2,737-2,737-100%$321.6K———
Ironwood Investment Counsel, LLC
N/A—2,728-2,728-100%$320.5K———
Fortis Capital Advisors, LLC
N/A—2,713-2,713-100%$318.8K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,688-2,688-100%$315.8K———
Valmark Advisers, Inc.
N/A—2,650-2,650-100%$311.4K———
Smith, Moore & Co.
N/A—2,640-2,640-100%$310.2K———
Dakota Wealth Management
N/A—2,595-2,595-100%$304.9K———
First Manhattan Co. Llc.
N/A—2,562-2,562-100%$301.0K———
New Age Alpha Advisors, LLC
N/A—2,545-2,545-100%$299.0K———
Trivium Point Advisory, LLC
N/A—2,545-2,545-100%$299.0K———
Redwood Investment Management, LLC
N/A—2,532-2,532-100%$298.0K———
Centaurus Financial, Inc.
N/A—2,523-2,523-100%$296.0K———
Mayflower Financial Advisors, LLC
N/A—2,469-2,469-100%$290.1K———
Sequent Asset Management, LLC
N/A—2,446-2,446-100%$287.4K———
Strategies Wealth Advisors, LLC
N/A—2,416-2,416-100%$283.9K———
Security National Bank of SO DAK
N/A—2,400-2,400-100%$282.0K———
HBK Sorce Advisory LLC
N/A—2,395-2,395-100%$275.9K———
Nwam LLC
N/A—2,392-2,392-100%$281.1K———
JTC Employer Solutions Trustee Ltd
N/A—2,360-2,360-100%$277.0K———
New Insight Wealth Advisors
N/A—2,355-2,355-100%$276.7K———
Pine Valley Investments Ltd Liability Co
N/A—2,340-2,340-100%$275.0K———
Orion Porfolio Solutions, LLC
N/A—2,323-2,323-100%$273.0K———
Legacy Financial Group LLC
N/A—2,293-2,293-100%$269.4K———
Liberty Wealth Management LLC
N/A—2,293-2,293-100%$230.7K———
Financial Life Planners
N/A—2,260-2,260-100%$265.5K———
Stelac Advisory Services LLC
N/A—2,250-2,250-100%$264.4K———
Granite Bay Wealth Management, LLC
N/A—2,247-2,247-100%$264.0K———
Plotkin Financial Advisors, LLC
N/A—2,244-2,244-100%$263.7K———
Highview Capital Management LLC
N/A—2,216-2,216-100%$260.4K———
Gateway Wealth Partners, LLC
N/A—2,214-2,214-100%$260.2K———
FSA Advisors, Inc.
N/A—2,213-2,213-100%$260.0K———
Vanguard Advisers Inc
N/A—2,172-2,172-100%$255.2K———
Foundations Investment Advisors, LLC
N/A—2,154-2,154-100%$253.1K———
FFT Wealth Management LLC
N/A—2,092-2,092-100%$245.8K———
Wealthspire Retirement, LLC
N/A—2,075-2,075-100%$243.9K———
Azimuth Capital Investment Management LLC
N/A—2,024-2,024-100%$237.8K———
Leavell Investment Management, Inc.
N/A—1,977-1,977-100%$232.3K———
Simmons Bank
N/A—1,964-1,964-100%$230.8K———
Cannon Wealth Management Services, LLC
N/A—1,934-1,934-100%$227.2K———
Oakwell Private Wealth Management, LLC
N/A—1,932-1,932-100%$227.0K———
Star Financial Bank
N/A—1,926-1,926-100%$226.3K———
Nalls Sherbakoff Group, LLC
N/A—1,916-1,916-100%$225.1K———
First National Bank of Hutchinson
N/A—1,900-1,900-100%$223.3K———
Capstone Wealth Management, Inc.
N/A—1,840-1,840-100%$215.0K———
Main Street Financial Solutions, LLC
N/A—1,827-1,827-100%$214.7K———
Red Door Wealth Management, LLC
N/A—1,765-1,765-100%$207.3K———
Parkwoods Wealth Partners, LLC
N/A—1,750-1,750-100%$205.6K———
M3 Advisory Group, LLC
N/A—1,744-1,744-100%$204.9K———
IFC Advisors LLC
N/A—1,741-1,741-100%$204.6K———
Sovereign Financial Group, Inc.
N/A—1,733-1,733-100%$203.6K———
King Wealth Management Group
N/A—1,723-1,723-100%$202.0K———
Advisors Capital Management, LLC
N/A—1,722-1,722-100%$202.3K———
HM Payson & Co
N/A—1,712-1,712-100%$201.2K———
Federation des caisses Desjardins du Quebec
N/A—1,654-1,654-100%$194.3K———
Prosperity Bancshares Inc
N/A—1,595-1,595-100%$187.4K———
N.E.W. Advisory Services LLC
N/A—1,523-1,523-100%$179.0K———
Synergy Investment Management, LLC
N/A—1,439-1,439-100%$169.1K———
Titan Wealth (CI) Ltd
N/A—1,400-1,400-100%$164.6K———
Rice Partnership, LLC
N/A—1,389-1,389-100%$163.2K———
Strategic Investment Advisors / MI
N/A—1,386-1,386-100%$162.8K———
Webster Bank, N. A.
N/A—1,352-1,352-100%$158.9K———
CVA Family Office, LLC
N/A—1,300-1,300-100%$152.8K———
BOK Financial Private Wealth, Inc.
N/A—1,282-1,282-100%$150.6K———
Walsh & Associates, LLC
N/A—1,251-1,251-100%$147.0K———
Cardiff Park Advisors, LLC
N/A—1,200-1,200-100%$141.0K———
Strategic Wealth Partners, Ltd.
N/A—1,170-1,170-100%$137.5K———
Dunhill Financial, LLC
N/A—1,085-1,085-100%$127.5K———
Windsor Advisory Group, LLC
N/A—1,076-1,076-100%$126.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,074-1,074-100%$126.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,060-1,060-100%$124.5K———
Smithfield Trust Co
N/A—914-914-100%$108.0K———
ESL Trust Services, LLC
N/A—898-898-100%$105.5K———
Founders Financial Alliance, LLC
N/A—872-872-100%$102.5K———
Millstone Evans Group, LLC
N/A—827-827-100%$97.2K———
Quent Capital, LLC
N/A—809-809-100%$95.1K———
Rialto Wealth Management, LLC
N/A—785-785-100%$92.2K———
Glassy Mountain Advisors, Inc.
N/A—752-752-100%$88.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—724-724-100%$85.0K———
Smartleaf Asset Management LLC
N/A—659-659-100%$76.4K———
Tidemark, LLC
N/A—612-612-100%$72.0K———
Oxford Financial Group, Ltd. LLC
N/A—600-600-100%$70.5K———
Johnson Financial Group, Inc.
N/A—565-565-100%$66.4K———
Colonial Trust Advisors
N/A—495-495-100%$58.2K———
Frazier Financial Advisors, LLC
N/A—481-481-100%$56.5K———
Basepoint Wealth LLC
N/A—458-458-100%$53.8K———
SHP Wealth Management
N/A—421-421-100%$49.5K———
IMA Advisory Services, Inc.
N/A—408-408-100%$47.9K———
Palouse Capital Management, Inc.
N/A—368-368-100%$43.2K———
Centennial Bank
N/A—350-350-100%$41.1K———
Continuum Advisory, LLC
N/A—348-348-100%$40.9K———
WealthShield Partners, LLC
N/A—343-343-100%$40.3K———
Sankala Group LLC
N/A—298-298-100%$34.8K———
Harris Associates L P
N/A—292-292-100%$34.3K———
Rothschild Investment LLC
N/A—272-272-100%$32.0K———
Qube Research & Technologies Ltd
N/A—262-262-100%$30.8K———
Avalon Trust Co
N/A—250-250-100%$29.4K———
Keating Financial Advisory Services, Inc.
N/A—247-247-100%$29.0K———
BankPlus Trust Department
N/A—233-233-100%$27.4K———
Matrix Private Capital Group LLC
N/A—230-230-100%$27.0K———
Hantz Financial Services, Inc.
N/A—201-201-100%$24———
1015 Capital Partners, LLC
N/A—200-200-100%$23.5K———
Imprint Wealth LLC
N/A—173-173-100%$20.3K———
Mpwm Advisory Solutions, LLC
N/A—160-160-100%$18.8K———
Beaird Harris Wealth Management, LLC
N/A—159-159-100%$18.7K———
Lowe Brockenbrough & Co Inc
N/A—147-147-100%$17.3K———
VSM Wealth Advisory, LLC
N/A—145-145-100%$17.1K———
Napier Financial, LLC
N/A—133-133-100%$15.6K———
CoreFirst Bank & Trust
N/A—132-132-100%$15.5K———
C M Bidwell & Associates LTD
N/A—124-124-100%$14.6K———
Ameriflex Group, Inc.
N/A—100-100-100%$11.8K———
Ballast Advisors LLC
N/A—100-100-100%$11.8K———
Atlas Capital Advisors Inc.
N/A—88-88-100%$10.3K———
Strive Financial Group,LLC
N/A—82-82-100%$9.6K———
PIN OAK Investment Advisors Inc
N/A—72-72-100%$8———
Artisan Partners Limited Partnership
N/A—72-72-100%$8.5K———
Sittner & Nelson, LLC
N/A—48-48-100%$5.6K———
Fiduciary Financial Advisors
N/A—46-46-100%$5.2K———
Integrity Financial Corp
N/A—43-43-100%$5.1K———
Howe & Rusling Inc
N/A—31-31-100%$3.6K———
Raffa Wealth Management, LLC
N/A—30-30-100%$3.5K———
Tiaa Wealth Investment Management LLC
N/A—17-17-100%$2.0K———
Timbuktu Capital Management, LLC
N/A—16-16-100%$1.9K———
BNP Paribas Financial Markets
N/A—1-1-100%$118———
Tiaa Trust, National Association
N/A—00—$0———
Showing 1025 of 1025 institutions