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Ishares Russell 1000 ETF (IWB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Catalyst Capital Advisors LLC
UNCHANGED
Shares1,637,759 from 1,637,759
Change0 (0%)
Value$681.5M (+$10.9M)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares821,608 from 833,092
Change-11,484 (-1%)
Value$341.9M (+$744.7K)
Filed 2026-11-05
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares791,000 from 791,000
Change0 (0%)
Value$329.2M (+$5.2M)
Filed 2026-10-28
Legacy Wealth Management, LLC
DECREASED
Shares697,547 from 702,613
Change-5,066 (-1%)
Value$290.3M (+$2.6M)
Filed 2026-10-22
Creative Planning
DECREASED
Shares645,381 from 651,215
Change-5,834 (-1%)
Value$268.6M (+$1.9M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares486,141 from 856,684
Change-370,543 (-43%)
Value$202.3M (-$148.5M)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares460,385 from 437,245
Change+23,140 (+5%)
Value$191.6M (+$12.5M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares434,847 from 410,929
Change+23,918 (+6%)
Value$181.0M (+$12.7M)
Filed 2026-10-30
RED Cedar Investment Management, LLC
INCREASED
Shares380,297 from 379,919
Change+378 (+0%)
Value$158.3M (+$2.7M)
Filed 2026-11-04
MPS Loria Financial Planners, LLC
INCREASED
Shares351,528 from 347,484
Change+4,044 (+1%)
Value$146.3M (+$4.0M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares336,769 from 336,014
Change+755 (+0%)
Value$139.6M (+$3.2M)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares333,617 from 311,153
Change+22,464 (+7%)
Value$138.8M (+$11.4M)
Filed 2026-10-22
Arbor Investment Advisors, LLC
DECREASED
Shares279,438 from 284,885
Change-5,447 (-2%)
Value$116.3M (-$378.1K)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares259,518 from 118,488
Change+141,030 (+119%)
Value$108.0M (+$59.5M)
Filed 2026-11-04
Winthrop Advisory Group LLC
DECREASED
Shares244,892 from 247,599
Change-2,707 (-1%)
Value$101.9M (+$515.1K)
Filed 2026-10-22
AMG National Trust Bank
DECREASED
Shares235,679 from 236,272
Change-593 (0%)
Value$98.1M (+$1.3M)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares191,335 from 196,255
Change-4,920 (-3%)
Value$79.6M (-$746.1K)
Filed 2026-11-03
Washington Trust Co
DECREASED
Shares184,154 from 187,582
Change-3,428 (-2%)
Value$76.6M (-$182.8K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares167,247 from 162,958
Change+4,289 (+3%)
Value$69.6M (+$2.9M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares164,977 from 163,625
Change+1,352 (+1%)
Value$68.7K (-$66.9M)
Filed 2026-11-02
Hippocratic Financial Advisors, LLC
INCREASED
Shares163,484 from 158,526
Change+4,958 (+3%)
Value$68.0M (+$3.1M)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED
Shares161,976 from 249,432
Change-87,456 (-35%)
Value$67.4M (-$34.7M)
Filed 2026-10-16
Brighton Jones LLC
DECREASED
Shares158,911 from 161,000
Change-2,089 (-1%)
Value$66.1M (+$198.0K)
Filed 2026-11-03
Enclave Advisors LLC
DECREASED
Shares157,402 from 159,905
Change-2,503 (-2%)
Value$65.5M (+$18.6K)
Filed 2026-10-14
DT Investment Partners, LLC
INCREASED
Shares151,190 from 148,918
Change+2,272 (+2%)
Value$62.9M (+$1.9M)
Filed 2026-10-27
Choreo, LLC
INCREASED
Shares148,236 from 139,506
Change+8,730 (+6%)
Value$61.7M (+$4.6M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares146,274 from 149,580
Change-3,306 (-2%)
Value$60.9M (-$384.0K)
Filed 2026-11-02
Nixon Peabody Trust Co
DECREASED
Shares131,031 from 131,839
Change-808 (-1%)
Value$54.5M (+$537.9K)
Filed 2026-10-23
Aspiriant, LLC
INCREASED
Shares121,257 from 116,055
Change+5,202 (+4%)
Value$50.5M (+$2.9M)
Filed 2026-10-16
Financial Management Professionals, Inc.
DECREASED
Shares119,214 from 137,398
Change-18,184 (-13%)
Value$49.6M (-$6.7M)
Filed 2026-10-23
Brewster Financial Planning LLC
DECREASED
Shares116,700 from 119,018
Change-2,318 (-2%)
Value$48.6M (-$175.5K)
Filed 2026-10-13
Hoge Financial Services, LLC
INCREASED
Shares112,584 from 111,486
Change+1,098 (+1%)
Value$46.8M (+$1.2M)
Filed 2026-11-05
Busey Bank
DECREASED
Shares103,108 from 104,140
Change-1,032 (-1%)
Value$42.9M (+$261.0K)
Filed 2026-10-26
Sigma Investment Counselors Inc
DECREASED
Shares102,305 from 103,531
Change-1,226 (-1%)
Value$42.6M (+$176.1K)
Filed 2026-10-27
Montag A & Associates Inc
DECREASED
Shares100,139 from 103,231
Change-3,092 (-3%)
Value$41.7M (-$602.2K)
Filed 2026-10-29
St. Louis Trust Co
DECREASED
Shares95,702 from 95,738
Change-36 (0%)
Value$39.8M (+$29.9M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares95,391 from 83,982
Change+11,409 (+14%)
Value$39.7M (+$5.3M)
Filed 2026-11-02
Trust Co
DECREASED
Shares93,427 from 121,730
Change-28,303 (-23%)
Value$38.9M (-$11.0M)
Filed 2026-10-09
RTD Financial Advisors, Inc.
DECREASED
Shares93,063 from 93,430
Change-367 (0%)
Value$38.7M (+$466.7K)
Filed 2026-10-09
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares90,238 from 91,894
Change-1,656 (-2%)
Value$37.6M (-$80.7K)
Filed 2026-10-30
Legacy Advisors, LLC
UNCHANGED
Shares89,260 from 89,260
Change0 (0%)
Value$37.1M (+$591.8K)
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
DECREASED
Shares85,645 from 85,671
Change-26 (0%)
Value$35.6M (+$557.2K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares85,155 from 85,161
Change-6 (0%)
Value$35.4M (+$562.1K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares84,187 from 80,040
Change+4,147 (+5%)
Value$35.0K (-$32.7M)
Filed 2026-10-26
Gray Private Wealth, LLC
DECREASED
Shares82,774 from 83,372
Change-598 (-1%)
Value$34.4M (+$303.9K)
Filed 2026-10-28
May Hill Capital, LLC
DECREASED
Shares81,204 from 82,038
Change-834 (-1%)
Value$33.8M (+$196.9K)
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares81,067 from 81,941
Change-874 (-1%)
Value$33.7M (+$179.8K)
Filed 2026-10-29
Sachem Hill LLC
DECREASED
Shares80,338 from 81,776
Change-1,438 (-2%)
Value$33.4M (-$56.2K)
Filed 2026-10-14
Opus Capital Group, LLC
DECREASED
Shares80,037 from 80,310
Change-273 (0%)
Value$33.3K (-$32.9M)
Filed 2026-10-30
ACT Wealth Management, LLC
DECREASED
Shares79,833 from 81,458
Change-1,625 (-2%)
Value$33.2M (-$136.4K)
Filed 2026-10-09
Allen Investment Management, LLC
UNCHANGED
Shares71,104 from 71,104
Change0 (0%)
Value$29.6M (+$459.3K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares67,271 from 66,971
Change+300 (+0%)
Value$28.0M (+$569.0K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares59,501 from 63,095
Change-3,594 (-6%)
Value$24.8M (-$1.1M)
Filed 2026-10-15
Perigon Wealth Management, LLC
DECREASED
Shares55,739 from 57,200
Change-1,461 (-3%)
Value$23.2M (-$228.9K)
Filed 2026-10-22
Heritage Investment Group, Inc.
DECREASED
Shares55,105 from 56,371
Change-1,266 (-2%)
Value$22.9M (-$153.1K)
Filed 2026-11-03
Paladin Partners, LLC
INCREASED
Shares55,022 from 52,335
Change+2,687 (+5%)
Value$22.9M (+$1.5M)
Filed 2026-10-06
Constellation Investments, Inc.
DECREASED
Shares54,987 from 101,441
Change-46,454 (-46%)
Value$22.9M (-$18.7M)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
DECREASED
Shares54,917 from 58,420
Change-3,503 (-6%)
Value$22.9M (-$1.1M)
Filed 2026-11-02
Single Point Partners, LLC
DECREASED
Shares54,606 from 55,525
Change-919 (-2%)
Value$22.7M (-$13.8K)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares53,945 from 36,978
Change+16,967 (+46%)
Value$22.4M (+$7.3M)
Filed 2026-10-28
Centerpoint Advisors, LLC
DECREASED
Shares53,365 from 53,853
Change-488 (-1%)
Value$22.2M (+$154.0K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares52,712 from 43,288
Change+9,424 (+22%)
Value$21.9M (+$4.2M)
Filed 2026-10-23
Thrivent Financial for Lutherans
DECREASED
Shares51,580 from 52,719
Change-1,139 (-2%)
Value$21.5M (-$18.0K)
Filed 2026-11-05
Mullaney, Keating & Wright, Inc.
DECREASED
Shares51,143 from 52,031
Change-888 (-2%)
Value$21.3M (-$24.4K)
Filed 2026-10-19
Citigroup Inc
INCREASED
Shares50,741 from 49,482
Change+1,259 (+3%)
Value$21.1M (+$852.0K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares48,111 from 46,059
Change+2,052 (+4%)
Value$20.0M (+$1.2M)
Filed 2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares47,485 from 49,009
Change-1,524 (-3%)
Value$19.8M (-$309.3K)
Filed 2026-10-22
Trust Point Inc.
UNCHANGED
Shares46,868 from 46,868
Change0 (0%)
Value$19.5M (+$310.7K)
Filed 2026-10-27
Daido Life Insurance Co
UNCHANGED
Shares43,602 from 43,602
Change0 (0%)
Value$18.1M (+$289.0K)
Filed 2026-11-05
Latigo Investments, LLC
UNCHANGED
Shares42,556 from 42,556
Change0 (0%)
Value$17.7M (+$282.1K)
Filed 2026-10-29
New England Private Wealth Advisors LLC
UNCHANGED
Shares41,790 from 41,790
Change0 (0%)
Value$17.4M (+$499.5K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares39,838 from 42,306
Change-2,468 (-6%)
Value$16.6M (-$744.1K)
Filed 2026-10-08
YHB Investment Advisors, Inc.
DECREASED
Shares39,513 from 40,621
Change-1,108 (-3%)
Value$16.4M (-$191.7K)
Filed 2026-10-08
Chartist Inc
DECREASED
Shares37,906 from 38,886
Change-980 (-3%)
Value$15.8M (-$150.1K)
Filed 2026-11-04
Glenview Trust Co
DECREASED
Shares37,615 from 39,578
Change-1,963 (-5%)
Value$15.7M (-$554.5K)
Filed 2026-10-28
Quadrant Capital Group LLC
DECREASED
Shares35,431 from 58,956
Change-23,525 (-40%)
Value$15.1M (-$9.1M)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares34,541 from 27,538
Change+7,003 (+25%)
Value$14.4M (+$3.1M)
Filed 2026-10-29
Unique Wealth, LLC
INCREASED
Shares33,944 from 32,447
Change+1,497 (+5%)
Value$14.1M (+$837.8K)
Filed 2026-10-16
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares33,477 from 33,477
Change0 (0%)
Value$14.0M (+$243.4K)
Filed 2026-10-22
ETF Portfolio Partners, Inc.
DECREASED
Shares33,186 from 33,269
Change-83 (0%)
Value$13.8M (+$186.0K)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares32,085 from 36,595
Change-4,510 (-12%)
Value$13.4M (-$1.6M)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares31,321 from 11,387
Change+19,934 (+175%)
Value$13.0M (+$8.4M)
Filed 2026-10-21
1900 Wealth Management LLC
INCREASED
Shares30,768 from 30,692
Change+76 (+0%)
Value$12.8M (+$235.3K)
Filed 2026-10-13
Fire Capital Management LLC
INCREASED
Shares30,413 from 29,117
Change+1,296 (+4%)
Value$12.7M (+$732.4K)
Filed 2026-10-27
Bokf, NA
DECREASED
Shares30,386 from 1,281,418
Change-1,251,032 (-98%)
Value$12.6M (-$512.1M)
Filed 2026-10-27
Belvedere Trading LLC
NEW
Shares29,023
Change+29,023
Value$12.1M
Filed 2026-11-05
Hamilton Capital, LLC
UNCHANGED
Shares28,905 from 28,905
Change0 (0%)
Value$12.0M (+$191.6K)
Filed 2026-10-08
Firestone Capital Management
UNCHANGED
Shares28,560 from 28,560
Change0 (0%)
Value$11.9M (+$189.5K)
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares28,310 from 28,310
Change0 (0%)
Value$11.8M (+$187.7K)
Filed 2026-10-27
Centerline Wealth Advisors, LLC
INCREASED
Shares28,232 from 27,477
Change+755 (+3%)
Value$11.7M (+$496.3K)
Filed 2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares28,109 from 28,109
Change0 (0%)
Value$11.7M (+$186.4K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares27,707 from 10,343
Change+17,364 (+168%)
Value$11.5M (+$7.3M)
Filed 2026-10-16
Parkside Financial Bank & Trust
DECREASED
Shares26,946 from 27,259
Change-313 (-1%)
Value$11.2M (+$50.5K)
Filed 2026-10-27
Sepio Capital, LP
UNCHANGED
Shares26,737 from 26,737
Change0 (0%)
Value$11.1M (+$177.4K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
INCREASED
Shares26,120 from 24,847
Change+1,273 (+5%)
Value$10.9M (+$694.6K)
Filed 2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED
Shares25,598 from 25,598
Change0 (0%)
Value$10.7M (+$169.7K)
Filed 2026-10-22
Brown Financial Advisory
DECREASED
Shares25,337 from 27,165
Change-1,828 (-7%)
Value$10.5M (-$580.6K)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares25,124 from 25,154
Change-30 (0%)
Value$10.5M (+$154.3K)
Filed 2026-10-09
Corepath Wealth Partners LLC
DECREASED
Shares24,740 from 26,264
Change-1,524 (-6%)
Value$10.5M (-$227.8K)
Filed 2026-10-21
American National Bank & Trust
DECREASED
Shares24,544 from 25,102
Change-558 (-2%)
Value$10.2M (-$65.8K)
Filed 2026-10-07
Arcadia Investment Advisors LLC
DECREASED
Shares23,950 from 24,081
Change-131 (-1%)
Value$10.0M (+$105.1K)
Filed 2026-10-13
BayBridge Capital Group, LLC
INCREASED
Shares23,076 from 1,487
Change+21,589 (+1452%)
Value$9.6M (+$9.0M)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED
Shares23,039 from 23,035
Change+4 (+0%)
Value$9.6M (+$154.4K)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares22,175 from 17,927
Change+4,248 (+24%)
Value$9.4M (+$2.1M)
Filed 2026-10-08
MV Capital Management, Inc.
DECREASED
Shares21,545 from 23,234
Change-1,689 (-7%)
Value$9.0M (-$548.8K)
Filed 2026-10-29
Omega Financial Group, LLC
DECREASED
Shares21,255 from 22,301
Change-1,046 (-5%)
Value$8.8M (-$287.3K)
Filed 2026-10-29
Klingman & Associates, LLC
DECREASED
Shares20,739 from 21,719
Change-980 (-5%)
Value$8.6M (-$263.8K)
Filed 2026-10-20
Spire Wealth Management
INCREASED
Shares20,617 from 20,613
Change+4 (+0%)
Value$8.6M (+$138.1K)
Filed 2026-10-30
Evanson Financial, LLC
INCREASED
Shares20,542 from 20,532
Change+10 (+0%)
Value$8.5M (+$140.5K)
Filed 2026-10-23
Monument Capital Management
INCREASED
Shares19,933 from 19,735
Change+198 (+1%)
Value$8.3M (+$213.2K)
Filed 2026-10-09
Regions Financial Corp
INCREASED
Shares19,694 from 19,686
Change+8 (+0%)
Value$8.2M (+$133.8K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares19,645 from 19,355
Change+290 (+2%)
Value$8.2M (+$249.2K)
Filed 2026-10-09
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares19,234 from 19,234
Change0 (0%)
Value$8.0M (+$127.5K)
Filed 2026-10-22
Sage Mountain Advisors LLC
DECREASED
Shares19,065 from 19,136
Change-71 (0%)
Value$7.9M (+$97.3K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares18,928 from 18,712
Change+216 (+1%)
Value$7.9M (+$214.0K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares18,775 from 17,295
Change+1,480 (+9%)
Value$7.8M (+$730.3K)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares18,541 from 18,807
Change-266 (-1%)
Value$7.7M (+$14.0K)
Filed 2026-11-04
Bayshore Capital Advisors, LLC
INCREASED
Shares18,461 from 18,456
Change+5 (+0%)
Value$7.7M (+$124.2K)
Filed 2026-11-02
KFG LLC
NEW
Shares18,205
Change+18,205
Value$7.6M
Filed 2026-11-02
StoryOne LLC
INCREASED
Shares18,192 from 9,116
Change+9,076 (+100%)
Value$7.6M (+$3.8M)
Filed 2026-10-13
Stegner Investment Associates Inc.
DECREASED
Shares17,918 from 18,226
Change-308 (-2%)
Value$7.5M (-$7.5K)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares17,702 from 17,435
Change+267 (+2%)
Value$7.4M (+$226.8K)
Filed 2026-11-04
Garde Capital, Inc.
DECREASED
Shares17,336 from 17,363
Change-27 (0%)
Value$7.2M (+$103.9K)
Filed 2026-10-29
Xponance LLC
INCREASED
Shares17,131 from 16,329
Change+802 (+5%)
Value$7.1M (+$442.0K)
Filed 2026-11-03
Highland Capital Management, LLC
INCREASED
Shares17,078 from 17,005
Change+73 (+0%)
Value$7.1M (+$143.1K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares16,564 from 15,403
Change+1,161 (+8%)
Value$6.8M (+$534.2K)
Filed 2026-11-04
Avestar Capital, LLC
DECREASED
Shares16,438 from 19,539
Change-3,101 (-16%)
Value$6.8M (-$1.2M)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares16,077 from 15,402
Change+675 (+4%)
Value$6.7M (+$455.6K)
Filed 2026-10-27
Bensler, LLC
DECREASED
Shares16,022 from 16,283
Change-261 (-2%)
Value$6.7M (-$893)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares15,913 from 15,763
Change+150 (+1%)
Value$6.6M (+$166.9K)
Filed 2026-10-29
Woodward Financial Advisors, Inc.
DECREASED
Shares15,447 from 15,755
Change-308 (-2%)
Value$6.4M (-$23.5K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
DECREASED
Shares15,395 from 15,556
Change-161 (-1%)
Value$6.4M (+$79.5K)
Filed 2026-11-02
Florida Trust Wealth Management Co
UNCHANGED
Shares15,250 from 15,250
Change0 (0%)
Value$6.3M (+$101.1K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares15,172 from 13,058
Change+2,114 (+16%)
Value$6.3M (+$966.4K)
Filed 2026-10-08
Peoples Bank
DECREASED
Shares15,041 from 15,071
Change-30 (0%)
Value$6.3M (+$87.4K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
DECREASED
Shares14,990 from 15,038
Change-48 (0%)
Value$6.2M (+$79.6K)
Filed 2026-10-20
SigFig Wealth Management, LLC
DECREASED
Shares14,912 from 15,111
Change-199 (-1%)
Value$6.2M (+$65.6K)
Filed 2026-10-07
Parsons Capital Management Inc
INCREASED
Shares14,897 from 14,011
Change+886 (+6%)
Value$6.2M (+$461.6K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares14,856 from 15,153
Change-297 (-2%)
Value$6.2M (-$22.9K)
Filed 2026-10-16
Shelton Wealth Management, LLC
DECREASED
Shares14,843 from 14,931
Change-88 (-1%)
Value$6.2M (+$62.4K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares14,798 from 14,008
Change+790 (+6%)
Value$6.2M (+$466.7K)
Filed 2026-10-13
Anchor Capital Advisors LLC
INCREASED
Shares14,551 from 14,490
Change+61 (+0%)
Value$6.1M (+$121.5K)
Filed 2026-11-05
Sageworth Trust Co
UNCHANGED
Shares14,270 from 14,270
Change0 (0%)
Value$5.9M (+$94.6K)
Filed 2026-10-30
Seneca Financial Advisors LLC
INCREASED
Shares14,156 from 14,138
Change+18 (+0%)
Value$5.9M (+$101.2K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
DECREASED
Shares13,735 from 14,025
Change-290 (-2%)
Value$5.7M (-$27.7K)
Filed 2026-10-13
Lodestar Private Asset Management LLC
DECREASED
Shares13,354 from 13,641
Change-287 (-2%)
Value$5.6M (-$28.8K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
INCREASED
Shares13,349 from 13,345
Change+4 (+0%)
Value$5.6M (+$89.8K)
Filed 2026-10-08
Waldron Private Wealth LLC
DECREASED
Shares13,258 from 13,466
Change-208 (-2%)
Value$5.5M (+$2.7K)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares13,139 from 13,855
Change-716 (-5%)
Value$5.5M (-$206.4K)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares12,871 from 12,870
Change+1 (+0%)
Value$5.3M (+$39.6K)
Filed 2026-11-03
St. Clair Advisors, LLC
INCREASED
Shares12,830 from 12,828
Change+2 (+0%)
Value$5.3M (+$85.9K)
Filed 2026-10-13
Midwest Trust Co
DECREASED
Shares12,810 from 13,241
Change-431 (-3%)
Value$5.3M (-$91.6K)
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares12,792 from 13,055
Change-263 (-2%)
Value$5.3M (-$23.9K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
UNCHANGED
Shares12,668 from 12,668
Change0 (0%)
Value$5.3M (+$84.0K)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares12,620 from 12,706
Change-86 (-1%)
Value$5.3M (+$48.5K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
DECREASED
Shares12,609 from 12,703
Change-94 (-1%)
Value$5.2M (+$45.4K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares12,585 from 17,492
Change-4,907 (-28%)
Value$5.2M (-$1.9M)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares12,506
Change+12,506
Value$5.2M
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares12,482 from 12,725
Change-243 (-2%)
Value$5.2M (-$16.4K)
Filed 2026-10-22
Summit Financial Strategies, Inc.
DECREASED
Shares12,355 from 12,396
Change-41 (0%)
Value$5.1M (+$65.1K)
Filed 2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED
Shares12,128 from 12,128
Change0 (0%)
Value$5.0M (+$80.4K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares12,063 from 11,966
Change+97 (+1%)
Value$5.0M (+$119.7K)
Filed 2026-10-27
Members Wealth LLC
INCREASED
Shares11,990 from 9,497
Change+2,493 (+26%)
Value$5.1M (+$1.2M)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares11,988 from 12,169
Change-181 (-1%)
Value$5.0M (+$5.3K)
Filed 2026-11-04
Linscomb Wealth, Inc.
DECREASED
Shares11,857 from 11,988
Change-131 (-1%)
Value$4.9M (+$25.0K)
Filed 2026-11-05
Calamos Wealth Management LLC
INCREASED
Shares11,749 from 10,608
Change+1,141 (+11%)
Value$4.9M (+$545.1K)
Filed 2026-11-02
Philadelphia Trust Co
DECREASED
Shares11,578 from 11,628
Change-50 (0%)
Value$4.8M (+$56.0K)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED
Shares11,563 from 10,282
Change+1,281 (+12%)
Value$4.8M (+$601.2K)
Filed 2026-11-02
Corundum Group, Inc.
INCREASED
Shares11,474 from 10,981
Change+493 (+4%)
Value$4.8M (+$278.0K)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED
Shares11,207 from 10,355
Change+852 (+8%)
Value$4.7M (+$423.2K)
Filed 2026-10-16
Investment Partners, Ltd.
NEW
Shares11,174
Change+11,174
Value$4.6M
Filed 2026-10-29
HUB Investment Partners, LLC
INCREASED
Shares11,054 from 10,795
Change+259 (+2%)
Value$4.6M (+$179.3K)
Filed 2026-11-03
Americana Partners, LLC
UNCHANGED
Shares10,961 from 10,961
Change0 (0%)
Value$4.6M (+$72.7K)
Filed 2026-10-28
Cherrydale Wealth Management, LLC
INCREASED
Shares10,949 from 10,854
Change+95 (+1%)
Value$4.6M (+$111.3K)
Filed 2026-10-20
Trust Co of Tennessee
UNCHANGED
Shares10,664 from 10,664
Change0 (0%)
Value$4.4M (+$70.7K)
Filed 2026-10-16
Intrua Financial, LLC
DECREASED
Shares10,578 from 11,097
Change-519 (-5%)
Value$4.4M (-$142.4K)
Filed 2026-10-28
Mitchell Sinkler & Starr
INCREASED
Shares10,475 from 10,125
Change+350 (+3%)
Value$4.4M (+$212.8K)
Filed 2026-10-13
Northern Lights Advisors, Inc.
UNCHANGED
Shares10,400 from 10,400
Change0 (0%)
Value$4.3M (+$69.0K)
Filed 2026-10-21
Sentinel Advisory Group, LLC
DECREASED
Shares10,235 from 10,308
Change-73 (-1%)
Value$4.3M (+$38.0K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares10,100 from 10,506
Change-406 (-4%)
Value$4.2M (-$99.4K)
Filed 2026-10-30
Phillips Financial Management, LLC
DECREASED
Shares10,051 from 10,087
Change-36 (0%)
Value$4.2M (+$51.9K)
Filed 2026-10-19
MKD Wealth Coaches, LLC
UNCHANGED
Shares10,022 from 10,022
Change0 (0%)
Value$4.2M (+$66.4K)
Filed 2026-10-09
Connecticut Wealth Management, LLC
DECREASED
Shares10,002 from 10,543
Change-541 (-5%)
Value$4.2M (-$155.3K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares9,922 from 10,238
Change-316 (-3%)
Value$4.1M (-$63.5K)
Filed 2026-10-20
Evensky & Katz LLC
INCREASED
Shares9,843 from 9,820
Change+23 (+0%)
Value$4.1K (-$4.0M)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares9,814 from 9,617
Change+197 (+2%)
Value$4.1M (+$145.5K)
Filed 2026-10-22
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares9,812 from 9,907
Change-95 (-1%)
Value$4.1M (+$26.2K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares9,636 from 9,636
Change0 (0%)
Value$4.0M (+$63.9K)
Filed 2026-10-13
G2 Capital Management, LLC / OH
UNCHANGED
Shares9,565 from 9,565
Change0 (0%)
Value$4.0M (+$63.7K)
Filed 2026-10-23
Fairway Wealth LLC
INCREASED
Shares9,501 from 2,016
Change+7,485 (+371%)
Value$4.0M (+$3.1M)
Filed 2026-10-30
Greenspring Advisors, LLC
INCREASED
Shares9,444 from 4,722
Change+4,722 (+100%)
Value$3.9M (+$2.0M)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares9,366 from 9,358
Change+8 (+0%)
Value$3.9M (+$65.3K)
Filed 2026-10-21
FSA Wealth Partners, Inc.
DECREASED
Shares9,301 from 10,063
Change-762 (-8%)
Value$3.9M (-$250.4K)
Filed 2026-10-26
Precedent Wealth Partners, LLC
DECREASED
Shares9,289 from 9,446
Change-157 (-2%)
Value$3.9M (-$2.7K)
Filed 2026-10-21
LCW Services, LLC
INCREASED
Shares9,283 from 8,433
Change+850 (+10%)
Value$3.9M (+$409.6K)
Filed 2026-10-21
Harbour Capital Advisors, LLC
DECREASED
Shares9,230 from 9,730
Change-500 (-5%)
Value$3.8M (-$178.7K)
Filed 2026-10-13
Ashford Advisors, LLC
UNCHANGED
Shares9,105 from 9,105
Change0 (0%)
Value$3.8M (+$60.4K)
Filed 2026-11-02
Welch & Forbes LLC
UNCHANGED
Shares9,037 from 9,037
Change0 (0%)
Value$3.8M (+$59.9K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares8,997 from 7,540
Change+1,457 (+19%)
Value$3.7M (+$656.2K)
Filed 2026-10-21
Cambridge Financial Group, LLC
UNCHANGED
Shares8,962 from 8,962
Change0 (0%)
Value$3.7M ($0)
Filed 2026-10-06
King Luther Capital Management Corp
DECREASED
Shares8,730 from 9,985
Change-1,255 (-13%)
Value$3.6M (-$456.0K)
Filed 2026-11-05
WealthTrust Asset Management, LLC
DECREASED
Shares8,717 from 17,637
Change-8,920 (-51%)
Value$3.6M (-$3.6M)
Filed 2026-10-22
Lmcg Investments, LLC
DECREASED
Shares8,714 from 8,998
Change-284 (-3%)
Value$3.6M (-$58.5K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares8,495 from 8,043
Change+452 (+6%)
Value$3.5M (+$241.4K)
Filed 2026-10-16
Security Financial Services, Inc.
DECREASED
Shares8,418 from 8,474
Change-56 (-1%)
Value$3.5M (+$32.9K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares8,402 from 8,447
Change-45 (-1%)
Value$3.5M (+$37.0K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
DECREASED
Shares8,366 from 8,654
Change-288 (-3%)
Value$3.5M (-$62.4K)
Filed 2026-10-15
Fiduciary Financial Group, LLC
UNCHANGED
Shares8,312 from 8,312
Change0 (0%)
Value$3.5M (+$55.1K)
Filed 2026-10-13
Bear Mountain Capital, Inc.
UNCHANGED
Shares8,296 from 8,296
Change0 (0%)
Value$3.5M (+$43.9K)
Filed 2026-11-04
Forteris Wealth Management Inc.
DECREASED
Shares8,235 from 8,364
Change-129 (-2%)
Value$3.4M (+$1.8K)
Filed 2026-10-13
Capital Investment Advisors, LLC
INCREASED
Shares8,234 from 3,983
Change+4,251 (+107%)
Value$3.4M (+$1.8M)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares8,091 from 8,066
Change+25 (+0%)
Value$3.4M (+$63.9K)
Filed 2026-11-04
Certuity, LLC
INCREASED
Shares7,960 from 7,959
Change+1 (+0%)
Value$3.3M (+$53.1K)
Filed 2026-11-02
Fragasso Financial Advisors Inc
DECREASED
Shares7,937 from 8,035
Change-98 (-1%)
Value$3.4M (+$85.5K)
Filed 2026-10-13
Topel & Distasi Wealth Management, LLC
DECREASED
Shares7,929 from 7,934
Change-5 (0%)
Value$3.3M (+$50.5K)
Filed 2026-11-05
TFC Financial Management, Inc.
UNCHANGED
Shares7,765 from 7,765
Change0 (0%)
Value$3.2M (+$51.6K)
Filed 2026-10-26
Box Hill Private Wealth LLC
INCREASED
Shares7,744 from 7,296
Change+448 (+6%)
Value$3.2M (+$234.7K)
Filed 2026-10-05
Selby Wealth Management, LLC
DECREASED
Shares7,658 from 7,785
Change-127 (-2%)
Value$3.2M (-$1.2K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares7,604 from 7,609
Change-5 (0%)
Value$3.2M (+$48.4K)
Filed 2026-11-04
Center for Wealth Management Advisory
UNCHANGED
Shares7,599 from 7,599
Change0 (0%)
Value$3.2M (+$50.4K)
Filed 2026-10-23
Acropolis Investment Management, LLC
UNCHANGED
Shares7,558 from 7,558
Change0 (0%)
Value$3.1M (+$50.1K)
Filed 2026-10-08
Asset Dedication, LLC
INCREASED
Shares7,387 from 6,475
Change+912 (+14%)
Value$3.1M (+$422.4K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares7,348 from 7,348
Change0 (0%)
Value$3.1M (+$48.7K)
Filed 2026-10-05
Johnson Financial Group, LLC
DECREASED
Shares7,341 from 7,342
Change-1 (0%)
Value$3.1M (+$48.4K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares7,294 from 7,630
Change-336 (-4%)
Value$3.0M (-$89.2K)
Filed 2026-11-03
J.Safra Asset Management Corp
DECREASED
Shares7,271 from 11,815
Change-4,544 (-38%)
Value$3.0M (-$1.8M)
Filed 2026-11-03
Capital City Trust Co
INCREASED
Shares7,261 from 5,884
Change+1,377 (+23%)
Value$3.0M (+$612.0K)
Filed 2026-10-22
Gemmer Asset Management LLC
INCREASED
Shares7,134 from 7,099
Change+35 (+0%)
Value$3.0M (+$61.3K)
Filed 2026-10-16
DWR Wealth Management, LLC
UNCHANGED
Shares7,117 from 7,117
Change0 (0%)
Value$3.0M (+$77.9K)
Filed 2026-10-13
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares7,100 from 7,625
Change-525 (-7%)
Value$3.0M (-$167.9K)
Filed 2026-10-22
BigSur Wealth Management LLC
UNCHANGED
Shares7,100 from 7,100
Change0 (0%)
Value$3.0M (+$47.1K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares7,088 from 6,712
Change+376 (+6%)
Value$2.9M (+$201.1K)
Filed 2026-10-19
Sage Financial Group Inc
DECREASED
Shares7,043 from 7,083
Change-40 (-1%)
Value$2.9M (+$30.3K)
Filed 2026-10-27
Gryphon Financial Partners LLC
DECREASED
Shares6,985 from 7,159
Change-174 (-2%)
Value$2.9M (-$24.9K)
Filed 2026-11-04
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares6,979 from 6,979
Change0 (0%)
Value$2.9M (+$46.3K)
Filed 2026-10-14
Obsidian CIO, LLC
DECREASED
Shares6,956 from 9,469
Change-2,513 (-27%)
Value$2.9M (-$983.1K)
Filed 2026-11-05
Accredited Investors Inc.
UNCHANGED
Shares6,915 from 6,915
Change0 (0%)
Value$2.9M (+$45.8K)
Filed 2026-11-03
Fulton Bank, N.A.
UNCHANGED
Shares6,881 from 6,881
Change0 (0%)
Value$2.9M (+$45.6K)
Filed 2026-10-14
James Investment Research, Inc.
DECREASED
Shares6,875 from 6,880
Change-5 (0%)
Value$2.9M (+$43.5K)
Filed 2026-10-22
Joel Isaacson & Co., LLC
INCREASED
Shares6,859 from 6,328
Change+531 (+8%)
Value$2.9M (+$262.7K)
Filed 2026-11-05
Orrstown Financial Services Inc
UNCHANGED
Shares6,802 from 6,802
Change0 (0%)
Value$2.8M (+$45.1K)
Filed 2026-10-14
CFM Wealth Partners LLC
INCREASED
Shares6,774 from 6,745
Change+29 (+0%)
Value$2.8M (+$56.8K)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
DECREASED
Shares6,752 from 8,229
Change-1,477 (-18%)
Value$2.8M (-$560.1K)
Filed 2026-10-28
Sellwood Investment Partners LLC
UNCHANGED
Shares6,690 from 6,690
Change0 (0%)
Value$2.8M (+$44.4K)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares6,679 from 6,916
Change-237 (-3%)
Value$2.8M (-$52.8K)
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares6,613
Change+6,613
Value$2.7M
Filed 2026-11-03
Landaas & Co
INCREASED
Shares6,519 from 6,476
Change+43 (+1%)
Value$2.7M (+$60.8K)
Filed 2026-10-29
First Citizens Bank & Trust Co
INCREASED
Shares6,480 from 6,319
Change+161 (+3%)
Value$2.7M (+$108.9K)
Filed 2026-10-14
NorthCrest Asset Manangement, LLC
INCREASED
Shares6,433 from 6,019
Change+414 (+7%)
Value$2.7M (+$240.6K)
Filed 2026-10-13
ZWJ Investment Counsel Inc
DECREASED
Shares6,337 from 6,372
Change-35 (-1%)
Value$2.6M (+$27.7K)
Filed 2026-10-15
Fort Washington Investment Advisors Inc
DECREASED
Shares6,312 from 6,370
Change-58 (-1%)
Value$2.6M (+$18.1K)
Filed 2026-10-15
Genesee Capital Advisors, LLC
DECREASED
Shares6,278 from 6,290
Change-12 (0%)
Value$2.6M (+$36.8K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares6,251 from 6,236
Change+15 (+0%)
Value$2.6M (+$47.7K)
Filed 2026-10-28
Eagle Bay Advisors LLC
DECREASED
Shares6,223 from 6,473
Change-250 (-4%)
Value$2.6M (-$61.1K)
Filed 2026-10-16
New Wave Wealth Advisors LLC
DECREASED
Shares6,216 from 12,090
Change-5,874 (-49%)
Value$2.6M (-$2.3M)
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED
Shares6,204 from 5,923
Change+281 (+5%)
Value$2.6M (+$154.7K)
Filed 2026-11-05
Prairie Advisory, LLC
INCREASED
Shares6,196 from 3,094
Change+3,102 (+100%)
Value$2.6M (+$1.3M)
Filed 2026-10-19
Rossmore Private Capital
DECREASED
Shares6,070 from 6,095
Change-25 (0%)
Value$2.5M (+$30.0K)
Filed 2026-10-27
GenWealth Group, Inc.
DECREASED
Shares6,067 from 6,229
Change-162 (-3%)
Value$2.5M (-$26.1K)
Filed 2026-10-16
Zenith Solutions, Inc.
DECREASED
Shares5,995 from 5,998
Change-3 (0%)
Value$2.5M (+$38.6K)
Filed 2026-10-19
Vision Capital Management, Inc.
DECREASED
Shares5,946 from 6,146
Change-200 (-3%)
Value$2.5M (-$42.5K)
Filed 2026-10-20
Nadler Financial Group, Inc.
DECREASED
Shares5,871 from 6,111
Change-240 (-4%)
Value$2.4M (-$59.4K)
Filed 2026-10-23
TritonPoint Partners, LLC
INCREASED
Shares5,828 from 2,448
Change+3,380 (+138%)
Value$2.4M (+$1.4M)
Filed 2026-11-05
Layline Advisors, LLC
INCREASED
Shares5,807 from 5,457
Change+350 (+6%)
Value$2.4M (+$181.6K)
Filed 2026-11-02
Horst & Graben Wealth Management LLC
DECREASED
Shares5,782 from 5,797
Change-15 (0%)
Value$2.4M (+$35.7K)
Filed 2026-11-02
Allegheny Financial Group
DECREASED
Shares5,763 from 6,195
Change-432 (-7%)
Value$2.4M (-$138.8K)
Filed 2026-11-05
Manchester Capital Management LLC
DECREASED
Shares5,705 from 5,780
Change-75 (-1%)
Value$2.4M (+$7.1K)
Filed 2026-10-22
Forum Financial Management, LP
UNCHANGED
Shares5,702 from 5,702
Change0 (0%)
Value$2.4M (+$37.8K)
Filed 2026-10-16
Berman McAleer LLC
DECREASED
Shares5,687 from 5,769
Change-82 (-1%)
Value$2.4M (+$4.1K)
Filed 2026-10-16
Wealthcare Capital Management LLC
INCREASED
Shares5,662 from 4,774
Change+888 (+19%)
Value$2.4M (+$401.2K)
Filed 2026-10-21
Townsend Asset Management Corp
INCREASED
Shares5,474 from 5,468
Change+6 (+0%)
Value$2.3M (+$38.8K)
Filed 2026-10-29
TSA Wealth Managment LLC
DECREASED
Shares5,435 from 6,552
Change-1,117 (-17%)
Value$2.3M (-$421.4K)
Filed 2026-10-22
Auour Investments LLC
DECREASED
Shares5,419 from 5,537
Change-118 (-2%)
Value$2.3M (-$12.3K)
Filed 2026-10-28
Aspen Investment Management Inc
INCREASED
Shares5,372 from 5,369
Change+3 (+0%)
Value$2.2M (+$2.2M)
Filed 2026-11-05
SC&H Financial Advisors, Inc.
INCREASED
Shares5,282 from 5,280
Change+2 (+0%)
Value$2.2M (+$36.0K)
Filed 2026-10-14
Nemes Rush Group LLC
DECREASED
Shares5,275 from 5,382
Change-107 (-2%)
Value$2.2M (-$9.2K)
Filed 2026-11-04
Capital Asset Advisory Services LLC
DECREASED
Shares5,267 from 5,510
Change-243 (-4%)
Value$2.2M (-$58.8K)
Filed 2026-10-30
ADE, LLC
DECREASED
Shares5,208 from 5,487
Change-279 (-5%)
Value$2.2M (-$79.8K)
Filed 2026-10-29
Aviso Wealth Management
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$2.2M (+$34.5K)
Filed 2026-11-04
Lunt Capital Management, Inc.
UNCHANGED
Shares5,193 from 5,193
Change0 (0%)
Value$2.2M (+$34.4K)
Filed 2026-10-30
Livet Wealth, LLC
INCREASED
Shares5,158 from 5,153
Change+5 (+0%)
Value$2.1M (+$36.1K)
Filed 2026-10-27
Landmark Wealth Management, LLC
INCREASED
Shares5,127 from 5,110
Change+17 (+0%)
Value$2.1M (+$40.7K)
Filed 2026-11-03
Carrera Capital Advisors
INCREASED
Shares5,100 from 5,088
Change+12 (+0%)
Value$2.1M (+$38.9K)
Filed 2026-11-03
Eastern Bank
DECREASED
Shares5,078 from 5,194
Change-116 (-2%)
Value$2.1M (-$13.8K)
Filed 2026-10-05
Facet Wealth, Inc.
INCREASED
Shares5,044 from 4,818
Change+226 (+5%)
Value$2.1M (+$126.0K)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares5,036 from 4,458
Change+578 (+13%)
Value$2.1M (+$270.1K)
Filed 2026-10-26
Morton Capital Management LLC
DECREASED
Shares5,002 from 5,039
Change-37 (-1%)
Value$2.1M (+$18.0K)
Filed 2026-10-23
Peddock Capital Advisors, LLC
DECREASED
Shares4,901 from 5,120
Change-219 (-4%)
Value$2.0M (-$57.2K)
Filed 2026-10-16
Detalus Advisors, LLC
DECREASED
Shares4,835 from 4,852
Change-17 (0%)
Value$2.0M (+$25.1K)
Filed 2026-10-15
Cypress Wealth Services, LLC
DECREASED
Shares4,814 from 4,911
Change-97 (-2%)
Value$2.0M (+$38.2K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares4,774 from 4,950
Change-176 (-4%)
Value$2.0M (-$40.4K)
Filed 2026-10-27
Adkins Seale Capital Management LLC
UNCHANGED
Shares4,773 from 4,773
Change0 (0%)
Value$2.0M (+$31.6K)
Filed 2026-10-27
Asempa Wealth Advisors
DECREASED
Shares4,711 from 5,169
Change-458 (-9%)
Value$2.0M (-$152.4K)
Filed 2026-10-07
Wedmont Private Capital
INCREASED
Shares4,711 from 4,708
Change+3 (+0%)
Value$2.0M (+$45.7K)
Filed 2026-10-09
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares4,670 from 4,662
Change+8 (+0%)
Value$1.9K (+$49)
Filed 2026-10-01
Sightline Wealth Advisors, LLC
DECREASED
Shares4,659 from 6,209
Change-1,550 (-25%)
Value$1.9M (-$603.6K)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares4,653 from 4,413
Change+240 (+5%)
Value$1.9M (+$129.1K)
Filed 2026-10-26
Procyon Advisors, LLC
DECREASED
Shares4,626 from 4,748
Change-122 (-3%)
Value$1.9M (-$19.3K)
Filed 2026-10-21
Hoxton Planning & Management, LLC
DECREASED
Shares4,609 from 4,643
Change-34 (-1%)
Value$1.9M (+$16.6K)
Filed 2026-10-15
First Financial Corp
UNCHANGED
Shares4,597 from 4,597
Change0 (0%)
Value$1.9M (+$30.5K)
Filed 2026-10-13
Parisi Gray Wealth Management
DECREASED
Shares4,584 from 4,621
Change-37 (-1%)
Value$1.9M (+$15.1K)
Filed 2026-10-16
Finley Financial, LLC
DECREASED
Shares4,545 from 4,745
Change-200 (-4%)
Value$1.9M (-$47.9K)
Filed 2026-10-28
Frank, Rimerman Advisors LLC
UNCHANGED
Shares4,535 from 4,535
Change0 (0%)
Value$1.9M (+$30.1K)
Filed 2026-10-16
Sharkey, Howes & Javer
INCREASED
Shares4,525 from 4,517
Change+8 (+0%)
Value$1.9M (+$33.2K)
Filed 2026-10-22
Grandfield & Dodd, LLC
UNCHANGED
Shares4,523 from 4,523
Change0 (0%)
Value$1.9M (+$30.0K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares4,482 from 3,600
Change+882 (+25%)
Value$1.9M (+$397.4K)
Filed 2026-10-16
Diversify Advisory Services, LLC
INCREASED
Shares4,465 from 4,148
Change+317 (+8%)
Value$1.9M (+$203.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares4,465 from 4,148
Change+317 (+8%)
Value$1.9M (+$203.8K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED
Shares4,360 from 4,410
Change-50 (-1%)
Value$1.8M (+$8.4K)
Filed 2026-10-06
Independent Financial Group, LLC
INCREASED
Shares4,345 from 4,093
Change+252 (+6%)
Value$1.8M (+$131.9K)
Filed 2026-10-13
Peck Wealth Management, LLC
DECREASED
Shares4,288 from 4,291
Change-3 (0%)
Value$1.8M (+$27.2K)
Filed 2026-10-29
Tanager Wealth Management LLP
INCREASED
Shares4,278 from 3,850
Change+428 (+11%)
Value$1.8M (+$203.6K)
Filed 2026-10-19
Meridian Wealth Management, LLC
DECREASED
Shares4,272 from 4,381
Change-109 (-2%)
Value$1.8M (-$16.3K)
Filed 2026-11-05
First Business Financial Services, Inc.
UNCHANGED
Shares4,244 from 4,244
Change0 (0%)
Value$1.8M (+$28.1K)
Filed 2026-10-29
True North Advisors, LLC
UNCHANGED
Shares4,219 from 4,219
Change0 (0%)
Value$1.8M (+$28.0K)
Filed 2026-10-22
Certified Advisory Corp
DECREASED
Shares4,124 from 4,278
Change-154 (-4%)
Value$1.7M (-$35.6K)
Filed 2026-10-29
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares4,089 from 4,089
Change0 (0%)
Value$1.7M (+$27.1K)
Filed 2026-10-22
AdvisorNet Financial, Inc
DECREASED
Shares4,034 from 4,049
Change-15 (0%)
Value$1.7M (+$35.2K)
Filed 2026-10-15
Andrews, Lucia Wealth Management LLC
UNCHANGED
Shares3,991 from 3,991
Change0 (0%)
Value$1.7M (+$26.5K)
Filed 2026-11-02
McCarthy Asset Management, Inc.
INCREASED
Shares3,943 from 3,939
Change+4 (+0%)
Value$1.6M (+$28.1K)
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares3,937 from 3,928
Change+9 (+0%)
Value$1.6M (+$30.0K)
Filed 2026-10-16
Neumann Capital Management, LLC
DECREASED
Shares3,930 from 3,978
Change-48 (-1%)
Value$1.6M (+$6.4K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares3,897 from 3,896
Change+1 (+0%)
Value$1.6M (+$26.5K)
Filed 2026-11-05
FSM Wealth Advisors, LLC
DECREASED
Shares3,892 from 4,049
Change-157 (-4%)
Value$1.6M (-$13.6K)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$1.6M (+$25.7K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
NEW
Shares3,862
Change+3,862
Value$1.6M
Filed 2026-11-02
Balance Wealth Partners LLC
DECREASED
Shares3,839 from 4,261
Change-422 (-10%)
Value$1.6M (-$147.6K)
Filed 2026-10-27
Eagle Wealth Strategies LLC
DECREASED
Shares3,830 from 3,834
Change-4 (0%)
Value$1.6M (+$23.7K)
Filed 2026-10-20
Kendall Capital Management
UNCHANGED
Shares3,818 from 3,818
Change0 (0%)
Value$1.6M (+$25.3K)
Filed 2026-10-23
Associated Banc-Corp
INCREASED
Shares3,732 from 3,728
Change+4 (+0%)
Value$1.6M (+$26.4K)
Filed 2026-10-30
Brookstone Capital Management
INCREASED
Shares3,700 from 3,589
Change+111 (+3%)
Value$1.5M (+$69.9K)
Filed 2026-10-22
Petredis Investment Advisors LLC
UNCHANGED
Shares3,684 from 3,684
Change0 (0%)
Value$1.5M (+$24.4K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares3,683 from 3,172
Change+511 (+16%)
Value$1.5M (+$233.5K)
Filed 2026-10-30
James J. Burns & Company, LLC
DECREASED
Shares3,665 from 3,863
Change-198 (-5%)
Value$1.5M (-$56.9K)
Filed 2026-10-22
Equitable Trust Co
DECREASED
Shares3,654 from 3,896
Change-242 (-6%)
Value$1.5M (-$74.9K)
Filed 2026-10-13
ASL Financial, LLC
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$1.5M (+$24.2K)
Filed 2026-10-15
Prevail Innovative Wealth Advisors, LLC
NEW
Shares3,609
Change+3,609
Value$1.5M
Filed 2026-10-20
Gilpin Wealth Management, LLC
DECREASED
Shares3,596 from 3,641
Change-45 (-1%)
Value$1.5M (+$5.4K)
Filed 2026-10-09
Hilltop National Bank
UNCHANGED
Shares3,568 from 3,568
Change0 (0%)
Value$1.5M (+$23.7K)
Filed 2026-10-14
Cypress Capital Group
DECREASED
Shares3,544 from 3,620
Change-76 (-2%)
Value$1.5M (-$7.6K)
Filed 2026-11-03
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares3,543 from 3,543
Change0 (0%)
Value$1.5M (+$23.5K)
Filed 2026-11-02
W.H. Cornerstone Investments Inc.
INCREASED
Shares3,535 from 3,527
Change+8 (+0%)
Value$1.5M (+$26.9K)
Filed 2026-11-03
Focus Financial Network, Inc.
DECREASED
Shares3,505 from 4,867
Change-1,362 (-28%)
Value$1.5M (-$534.5K)
Filed 2026-10-14
Rockwood Wealth Management, LLC
INCREASED
Shares3,491 from 3,071
Change+420 (+14%)
Value$1.5M (+$195.1K)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
INCREASED
Shares3,479 from 2,031
Change+1,448 (+71%)
Value$1.4M (+$616.1K)
Filed 2026-11-04
Decker Wealth Management LLC
UNCHANGED
Shares3,463 from 3,463
Change0 (0%)
Value$1.4M (+$23.0K)
Filed 2026-10-09
Harbor Asset Planning, Inc.
INCREASED
Shares3,418 from 3,409
Change+9 (+0%)
Value$1.4M (+$26.0K)
Filed 2026-10-23
Optimist Retirement Group LLC
UNCHANGED
Shares3,407 from 3,407
Change0 (0%)
Value$1.4M (+$22.6K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
INCREASED
Shares3,402 from 3,384
Change+18 (+1%)
Value$1.4M (+$29.9K)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares3,401 from 1,555
Change+1,846 (+119%)
Value$1.4M (+$778.3K)
Filed 2026-10-14
Pathway Financial Advisors LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$1.4M (+$25.1K)
Filed 2026-10-07
McAdam, LLC
DECREASED
Shares3,362 from 3,374
Change-12 (0%)
Value$1.4M (+$17.4K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
DECREASED
Shares3,342 from 3,546
Change-204 (-6%)
Value$1.4M (-$26.9K)
Filed 2026-10-19
Montecito Bank & Trust
DECREASED
Shares3,334 from 3,344
Change-10 (0%)
Value$1.4M (+$18.0K)
Filed 2026-10-01
ARK & TLK Investments, LLC
UNCHANGED
Shares3,331 from 3,331
Change0 (0%)
Value$1.4M (+$22.1K)
Filed 2026-10-20
Patten & Patten Inc
UNCHANGED
Shares3,329 from 3,329
Change0 (0%)
Value$1.4M (+$22.1K)
Filed 2026-10-26
Ti-Trust, Inc
UNCHANGED
Shares3,317 from 3,317
Change0 (0%)
Value$1.4M (+$22.0K)
Filed 2026-10-21
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares3,286 from 3,286
Change0 (0%)
Value$1.4M (+$21.8K)
Filed 2026-10-23
Legacy Private Trust Co.
UNCHANGED
Shares3,264 from 3,264
Change0 (0%)
Value$1.4M (+$21.6K)
Filed 2026-10-06
Denver PWM, LLC
INCREASED
Shares3,263 from 3,255
Change+8 (+0%)
Value$1.4M (-$27.0K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,228 from 3,228
Change0 (0%)
Value$1.3M (+$21.5K)
Filed 2026-10-23
Polaris Investment Advisors, LLC
DECREASED
Shares3,223 from 3,225
Change-2 (0%)
Value$1.3M (+$20.5K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares3,178 from 2,602
Change+576 (+22%)
Value$1.3M (+$257.0K)
Filed 2026-10-13
LEE Danner & Bass Inc
DECREASED
Shares3,175 from 3,760
Change-585 (-16%)
Value$1.3M (-$218.5K)
Filed 2026-10-27
Wealth Architects, LLC
UNCHANGED
Shares3,121 from 3,121
Change0 (0%)
Value$1.3M (+$20.7K)
Filed 2026-11-03
Waters Parkerson & Co., LLC
UNCHANGED
Shares3,110 from 3,110
Change0 (0%)
Value$1.3M (+$20.6K)
Filed 2026-11-04
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares3,109 from 3,101
Change+8 (+0%)
Value$1.3M (+$24.1K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares3,096 from 3,084
Change+12 (+0%)
Value$1.3M (+$25.4K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,055 from 3,055
Change0 (0%)
Value$1.3M (+$20.3K)
Filed 2026-10-05
Waterfront Wealth Inc.
INCREASED
Shares3,048 from 3,047
Change+1 (+0%)
Value$1.3M (+$19.7K)
Filed 2026-11-03
Cortland Associates Inc
UNCHANGED
Shares3,038 from 3,038
Change0 (0%)
Value$1.3M (+$20.0K)
Filed 2026-10-29
Wesbanco Bank Inc
DECREASED
Shares3,035 from 4,866
Change-1,831 (-38%)
Value$1.3M (-$729.7K)
Filed 2026-11-04
Tassel Capital Management, Inc.
DECREASED
Shares3,007 from 3,016
Change-9 (0%)
Value$1.3M (+$16.2K)
Filed 2026-10-20
Atria Investments, Inc
DECREASED
Shares2,994 from 6,912
Change-3,918 (-57%)
Value$1.2M (-$1.6M)
Filed 2026-10-15
Praetorian Wealth Management, Inc.
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$1.2M (+$19.8K)
Filed 2026-10-16
McClarren Financial Advisors, Inc.
INCREASED
Shares2,974 from 2,970
Change+4 (+0%)
Value$1.2M (+$21.4K)
Filed 2026-10-15
IFG Advisors, LLC
DECREASED
Shares2,969 from 2,974
Change-5 (0%)
Value$1.2M (+$17.8K)
Filed 2026-10-15
Instrumental Wealth, LLC
INCREASED
Shares2,966 from 2,960
Change+6 (+0%)
Value$1.2M (+$22.1K)
Filed 2026-10-20
BLB&B Advisors, LLC
UNCHANGED
Shares2,962 from 2,962
Change0 (0%)
Value$1.2M (+$19.6K)
Filed 2026-10-27
OFS Enterprise LLC
UNCHANGED
Shares2,959 from 2,959
Change0 (0%)
Value$1.2M (+$19.6K)
Filed 2026-10-16
Tandem Capital Management Corp
INCREASED
Shares2,950 from 2,925
Change+25 (+1%)
Value$1.2M (+$29.8K)
Filed 2026-10-22
Greenleaf Trust
UNCHANGED
Shares2,932 from 2,932
Change0 (0%)
Value$1.2M (+$19.4K)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,928 from 2,929
Change-1 (0%)
Value$1.2M (+$19.1K)
Filed 2026-10-27
CJM Wealth Advisers, Ltd.
UNCHANGED
Shares2,926 from 2,926
Change0 (0%)
Value$1.2M (+$19.4K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
DECREASED
Shares2,901 from 2,987
Change-86 (-3%)
Value$1.2K (-$16)
Filed 2026-10-27
15 Wealth Advisors LLC
NEW
Shares2,861
Change+2,861
Value$1.2M
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares2,745 from 2,795
Change-50 (-2%)
Value$1.1M (-$2.2K)
Filed 2026-10-28
Segment Wealth Management, LLC
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$1.1M (+$18.2K)
Filed 2026-10-26
West Paces Advisors Inc.
DECREASED
Shares2,720 from 2,840
Change-120 (-4%)
Value$1.1M (-$31.1K)
Filed 2026-10-13
Boston Trust Walden Corp
UNCHANGED
Shares2,705 from 2,705
Change0 (0%)
Value$1.1M (+$17.9K)
Filed 2026-10-30
Stordahl Capital Management, Inc.
UNCHANGED
Shares2,691 from 2,691
Change0 (0%)
Value$1.1M (+$17.8K)
Filed 2026-10-22
Annex Advisory Services, LLC
INCREASED
Shares2,690 from 2,346
Change+344 (+15%)
Value$1.1M (+$158.7K)
Filed 2026-10-16
Penobscot Wealth Management
DECREASED
Shares2,684 from 2,707
Change-23 (-1%)
Value$1.1M (+$8.2K)
Filed 2026-10-21
Pacific Park Financial, Inc.
DECREASED
Shares2,663 from 2,780
Change-117 (-4%)
Value$1.1M (-$30.3K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
INCREASED
Shares2,657 from 2,227
Change+430 (+19%)
Value$1.1M (+$193.7K)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares2,644 from 997
Change+1,647 (+165%)
Value$1.1M (+$679.3K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares2,636 from 1,584
Change+1,052 (+66%)
Value$1.1M (+$448.5K)
Filed 2026-10-23
Shepherd Financial Partners LLC
DECREASED
Shares2,624 from 2,627
Change-3 (0%)
Value$1.1M (+$16.2K)
Filed 2026-11-03
Semitam Bonam LLC
DECREASED
Shares2,607 from 2,787
Change-180 (-6%)
Value$1.1M (-$56.5K)
Filed 2026-10-27
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares2,598 from 2,598
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-10-26
RMR Wealth Builders
INCREASED
Shares2,589 from 2,588
Change+1 (+0%)
Value$1.1M (+$17.2K)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares2,586 from 5,447
Change-2,861 (-53%)
Value$1.1K (-$2.2M)
Filed 2026-10-23
Mycio Wealth Partners, LLC
INCREASED
Shares2,584 from 2,582
Change+2 (+0%)
Value$1.1M (+$18.2K)
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares2,557 from 2,912
Change-355 (-12%)
Value$1.1M (-$128.4K)
Filed 2026-10-26
Warren Street Wealth Advisors, LLC
DECREASED
Shares2,544 from 2,599
Change-55 (-2%)
Value$1.1M (-$5.7K)
Filed 2026-11-04
Almanack Investment Partners, Llc.
DECREASED
Shares2,542 from 5,513
Change-2,971 (-54%)
Value$1.1M (-$1.2M)
Filed 2026-11-03
Syverson Strege & Co
UNCHANGED
Shares2,529 from 2,529
Change0 (0%)
Value$1.1M (+$16.8K)
Filed 2026-11-02
Rockland Trust Co
UNCHANGED
Shares2,519 from 2,519
Change0 (0%)
Value$1.0M (+$16.7K)
Filed 2026-10-05
Patten Group, Inc.
DECREASED
Shares2,510 from 2,590
Change-80 (-3%)
Value$1.0M (-$16.1K)
Filed 2026-10-26
Moran Wealth Management, LLC
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$1.0M (+$16.5K)
Filed 2026-10-22
One Advisory Partners, LLC
DECREASED
Shares2,447 from 2,521
Change-74 (-3%)
Value$1.0M (-$14.1K)
Filed 2026-10-22
Rose Capital Advisors LLC
INCREASED
Shares2,436 from 1,890
Change+546 (+29%)
Value$1.0M (+$239.7K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares2,424 from 2,565
Change-141 (-5%)
Value$1.0M (-$41.7K)
Filed 2026-10-05
ShoreHaven Wealth Partners, LLC
DECREASED
Shares2,422 from 2,446
Change-24 (-1%)
Value$1.0M (+$6.3K)
Filed 2026-10-16
Tranquility Partners, LLC
DECREASED
Shares2,421 from 2,529
Change-108 (-4%)
Value$1.0M (-$28.2K)
Filed 2026-10-20
First National Trust Co
DECREASED
Shares2,412 from 2,700
Change-288 (-11%)
Value$1.0M (-$101.9K)
Filed 2026-10-28
Moneco Advisors, LLC
INCREASED
Shares2,402 from 2,396
Change+6 (+0%)
Value$999.5K (+$18.3K)
Filed 2026-11-05
Gutierrez Wealth Advisory, LLC
INCREASED
Shares2,395 from 2,389
Change+6 (+0%)
Value$996.4K (+$18.2K)
Filed 2026-11-02
Penney Financial, LLC
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$990.4K (+$15.8K)
Filed 2026-10-20
Willis Johnson Wealth, Inc.
DECREASED
Shares2,357 from 2,514
Change-157 (-6%)
Value$980.7K (-$48.9K)
Filed 2026-11-03
NWF Advisory Services Inc.
INCREASED
Shares2,355 from 2,351
Change+4 (+0%)
Value$980.0K (+$17.3K)
Filed 2026-10-19
Carnegie Investment Counsel
UNCHANGED
Shares2,322 from 2,322
Change0 (0%)
Value$966.3K (+$15.4K)
Filed 2026-10-20
Optivise Advisory Services LLC
DECREASED
Shares2,313 from 2,426
Change-113 (-5%)
Value$962.4K (-$30.9K)
Filed 2026-10-19
Retirement Wealth Solutions LLC
INCREASED
Shares2,302 from 2,274
Change+28 (+1%)
Value$957.9K (+$26.7K)
Filed 2026-10-07
Vontobel Holding Ltd.
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$957.1K (+$15.2K)
Filed 2026-10-16
Enzi Wealth
DECREASED
Shares2,286 from 2,292
Change-6 (0%)
Value$971.0K (+$27.9K)
Filed 2026-10-14
Next Level Private LLC
INCREASED
Shares2,271 from 2,268
Change+3 (+0%)
Value$945.0K (+$16.5K)
Filed 2026-10-20
Palatine Hill Wealth Management, LLC
DECREASED
Shares2,244 from 2,247
Change-3 (0%)
Value$933.8K (+$13.6K)
Filed 2026-11-03
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$932.1K (+$14.9K)
Filed 2026-10-20
Salem Investment Counselors Inc
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$932.1K (+$14.9K)
Filed 2026-10-13
Harbor Group, Inc.
INCREASED
Shares2,228 from 2,226
Change+2 (+0%)
Value$927.3K (+$15.9K)
Filed 2026-10-14
Gibson Capital, LLC
INCREASED
Shares2,208 from 958
Change+1,250 (+130%)
Value$918.8K (+$526.5K)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares2,206 from 2,205
Change+1 (+0%)
Value$917.8K (+$14.7K)
Filed 2026-11-04
Soundwatch Capital LLC
DECREASED
Shares2,204 from 2,285
Change-81 (-4%)
Value$926.1K (-$9.6K)
Filed 2026-11-04
Stronghold Wealth Management L.L.C.
DECREASED
Shares2,177 from 2,322
Change-145 (-6%)
Value$905.9K (-$44.9K)
Filed 2026-10-16
Verum Partners LLC
INCREASED
Shares2,172 from 2,171
Change+1 (+0%)
Value$903.9K (+$15.1K)
Filed 2026-10-21
Independence Bank of Kentucky
DECREASED
Shares2,168 from 2,770
Change-602 (-22%)
Value$902.2K (-$232.1K)
Filed 2026-10-26
Gilliland Jeter Wealth Management LLC
DECREASED
Shares2,157 from 2,162
Change-5 (0%)
Value$897.6K (+$12.3K)
Filed 2026-10-28
Old North State Wealth Management, LLC
DECREASED
Shares2,135 from 2,285
Change-150 (-7%)
Value$888.6K (-$47.5K)
Filed 2026-10-22
Simon Quick Advisors, LLC
INCREASED
Shares2,132 from 1,502
Change+630 (+42%)
Value$887.2K (+$272.3K)
Filed 2026-10-26
JB Capital LLC
INCREASED
Shares2,118 from 2,116
Change+2 (+0%)
Value$881.4K (+$14.9K)
Filed 2026-10-19
Aviance Capital Partners, LLC
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$873.5K (+$13.9K)
Filed 2026-10-29
Towneley Capital Management, Inc / de
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$872.2K (+$13.9K)
Filed 2026-10-09
Basso Capital Management, L.P.
NEW
Shares2,079
Change+2,079
Value$865.0K
Filed 2026-10-30
Flagstar Securities, Inc
INCREASED
Shares2,063 from 1,592
Change+471 (+30%)
Value$858.4K (+$206.1K)
Filed 2026-10-15
3 Factor Indexing, LLC
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$858.1K (+$13.7K)
Filed 2026-10-15
Signaturefd, LLC
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$851.9K (+$13.6K)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$848.1K (+$13.5K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares2,014 from 1,198
Change+816 (+68%)
Value$838.1K (+$347.5K)
Filed 2026-10-29
Encompass Wealth Advisors, LLC
INCREASED
Shares2,010 from 1,005
Change+1,005 (+100%)
Value$836.4K (+$424.9K)
Filed 2026-10-15
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares2,007 from 2,007
Change0 (0%)
Value$835.2K (+$13.3K)
Filed 2026-10-29
Hohimer Wealth Management, LLC
INCREASED
Shares2,004 from 2,003
Change+1 (+0%)
Value$833.8K (+$13.4K)
Filed 2026-11-04
Riverbridge Partners LLC
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$833.9K (+$13.3K)
Filed 2026-11-05
IFS Advisors, LLC
DECREASED
Shares1,997 from 2,102
Change-105 (-5%)
Value$831.0K (-$29.8K)
Filed 2026-10-14
Strategic Advisors LLC
DECREASED
Shares1,995 from 2,409
Change-414 (-17%)
Value$830.1K (-$156.6K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
DECREASED
Shares1,982 from 1,993
Change-11 (-1%)
Value$825.0K (+$8.9K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
DECREASED
Shares1,980 from 2,363
Change-383 (-16%)
Value$824.0K (-$18.6K)
Filed 2026-10-13
Parthenon LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$823.9K (+$13.1K)
Filed 2026-10-22
Gamma Investing LLC
DECREASED
Shares1,974 from 1,975
Change-1 (0%)
Value$821.5K (+$12.7K)
Filed 2026-10-08
Smith Salley Wealth Management
DECREASED
Shares1,968 from 2,003
Change-35 (-2%)
Value$818.9K (-$1.3K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares1,960 from 1,626
Change+334 (+21%)
Value$815.8K (+$149.8K)
Filed 2026-11-03
Wealthcare Capital Partners, LLC
INCREASED
Shares1,959 from 1,783
Change+176 (+10%)
Value$815.2K (+$85.1K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares1,954 from 1,977
Change-23 (-1%)
Value$813.2K (+$3.2K)
Filed 2026-10-29
Soltis Investment Advisors LLC
INCREASED
Shares1,954 from 1,941
Change+13 (+1%)
Value$813.1K (+$18.4K)
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
NEW
Shares1,952
Change+1,952
Value$812.3K
Filed 2026-11-04
Central Trust Co
DECREASED
Shares1,940 from 2,053
Change-113 (-5%)
Value$807.3K (-$33.4K)
Filed 2026-11-05
PUREfi Wealth, LLC
INCREASED
Shares1,913 from 1,701
Change+212 (+12%)
Value$796.1K (+$99.5K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares1,913 from 2,089
Change-176 (-8%)
Value$796.2K (-$59.3K)
Filed 2026-10-13
Claro Advisors Inc.
DECREASED
Shares1,912 from 2,069
Change-157 (-8%)
Value$795.7K (-$51.7K)
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares1,911 from 1,921
Change-10 (-1%)
Value$795.2K (+$8.6K)
Filed 2026-10-20
Accelerate Investment Advisors LLC
DECREASED
Shares1,900 from 1,982
Change-82 (-4%)
Value$790.6K (-$21.0K)
Filed 2026-11-02
Mechanics Bank Trust Department
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$790.6K (+$12.6K)
Filed 2026-10-13
Citizens National Bank Trust Department
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$790.6K (+$12.6K)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares1,898 from 3,386
Change-1,488 (-44%)
Value$789.8K (-$596.7K)
Filed 2026-10-23
Schear Investment Advisers, LLC
NEW
Shares1,884
Change+1,884
Value$784.1K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares1,884 from 660
Change+1,224 (+185%)
Value$784.1K (+$513.8K)
Filed 2026-10-14
JSF Financial, LLC
DECREASED
Shares1,875 from 1,971
Change-96 (-5%)
Value$780.5K (-$26.7K)
Filed 2026-10-22
Global Wealth Management, LLC
INCREASED
Shares1,870 from 1,866
Change+4 (+0%)
Value$778.3K (+$14.3K)
Filed 2026-10-15
Oarsman Capital, Inc.
INCREASED
Shares1,869 from 1,847
Change+22 (+1%)
Value$777.7K (+$21.4K)
Filed 2026-11-05
Heck Capital Advisors, LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$774.0K (+$12.3K)
Filed 2026-10-14
Forte Asset Management LLC
UNCHANGED
Shares1,855 from 1,855
Change0 (0%)
Value$771.9K (+$12.3K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$767.7K (+$12.2K)
Filed 2026-10-30
Firethorn Wealth Partners, LLC
DECREASED
Shares1,841 from 2,470
Change-629 (-25%)
Value$766.0K (-$245.4K)
Filed 2026-10-14
Journey Advisory Group, LLC
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$764.0K (+$12.2K)
Filed 2026-11-04
Cardinal Point Capital Management ULC
INCREASED
Shares1,818 from 1,712
Change+106 (+6%)
Value$756.5K (+$55.5K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,817 from 1,619
Change+198 (+12%)
Value$756.1K (+$93.1K)
Filed 2026-10-13
NTV Asset Management LLC
UNCHANGED
Shares1,811 from 1,811
Change0 (0%)
Value$753.8K (+$12.0K)
Filed 2026-10-23
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares1,807 from 1,856
Change-49 (-3%)
Value$751.8K (-$8.3K)
Filed 2026-10-14
Sage Private Wealth Group, LLC
DECREASED
Shares1,799 from 1,891
Change-92 (-5%)
Value$748.6K (-$25.7K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,798 from 1,798
Change0 (0%)
Value$748.2K (+$11.9K)
Filed 2026-10-07
Summit Wealth Group LLC / Co
UNCHANGED
Shares1,797 from 1,797
Change0 (0%)
Value$747.8K (+$11.9K)
Filed 2026-10-29
Align Financial, LLC
NEW
Shares1,780
Change+1,780
Value$740.7K
Filed 2026-10-16
Sprinkle Financial Consultants LLC
INCREASED
Shares1,774 from 1,769
Change+5 (+0%)
Value$738.2K (+$13.5K)
Filed 2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares1,769 from 1,799
Change-30 (-2%)
Value$736.1K (-$557)
Filed 2026-10-13
Cornerstone Planning Group LLC
DECREASED
Shares1,737 from 1,813
Change-76 (-4%)
Value$738.6K (-$2.4K)
Filed 2026-10-16
Gilbert Capital Group, Inc.
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$722.4K (+$11.5K)
Filed 2026-10-28
Obermeyer Wealth Partners
INCREASED
Shares1,733 from 1,715
Change+18 (+1%)
Value$721.2K (+$18.9K)
Filed 2026-10-21
Diversified Portfolios, Inc.
UNCHANGED
Shares1,727 from 1,727
Change0 (0%)
Value$718.5K (+$11.4K)
Filed 2026-11-04
United Asset Strategies, Inc.
DECREASED
Shares1,725 from 1,828
Change-103 (-6%)
Value$717.8K (-$30.7K)
Filed 2026-10-28
Cahaba Wealth Management, Inc.
INCREASED
Shares1,724 from 1,723
Change+1 (+0%)
Value$717.6K (+$12.0K)
Filed 2026-10-26
Avant Financial Advisors LLC
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$712.8K (+$11.4K)
Filed 2026-11-02
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$712.0K (+$11.3K)
Filed 2026-10-28
Palisade Asset Management, LLC
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$712.0K (+$11.3K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares1,700 from 1,385
Change+315 (+23%)
Value$707.2K (+$140.3K)
Filed 2026-11-05
Courier Capital LLC
DECREASED
Shares1,697 from 1,776
Change-79 (-4%)
Value$706.2K (-$21.1K)
Filed 2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares1,685 from 1,681
Change+4 (+0%)
Value$701.1K (+$12.8K)
Filed 2026-10-08
True Private Wealth Advisors
UNCHANGED
Shares1,682 from 1,682
Change0 (0%)
Value$699.9K (+$11.2K)
Filed 2026-10-19
AAF Wealth Management, LLC
UNCHANGED
Shares1,681 from 1,681
Change0 (0%)
Value$699.4K (+$11.1K)
Filed 2026-10-28
Stableford Capital II LLC
DECREASED
Shares1,663 from 3,622
Change-1,959 (-54%)
Value$692.0K (-$791.2K)
Filed 2026-10-09
Stonebridge Financial Group, LLC
UNCHANGED
Shares1,647 from 1,647
Change0 (0%)
Value$685.4K (+$10.9K)
Filed 2026-10-01
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$680.4K (+$10.8K)
Filed 2026-10-15
Lpwm LLC
UNCHANGED
Shares1,633 from 1,633
Change0 (0%)
Value$679.5K (+$10.8K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares1,621
Change+1,621
Value$674.5K
Filed 2026-10-16
Black Diamond Financial, LLC
UNCHANGED
Shares1,618 from 1,618
Change0 (0%)
Value$673.3K (+$10.7K)
Filed 2026-10-26
Sima Wealth Partners, LLC
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$672.9K (+$10.7K)
Filed 2026-10-19
Krilogy Financial LLC
INCREASED
Shares1,613 from 1,230
Change+383 (+31%)
Value$685.4K (+$181.7K)
Filed 2026-10-13
Balboa Wealth Partners
INCREASED
Shares1,604 from 1,552
Change+52 (+3%)
Value$667.6K (+$32.1K)
Filed 2026-10-20
Buttonwood Financial Advisors Inc.
DECREASED
Shares1,590 from 1,919
Change-329 (-17%)
Value$661.6K (-$124.2K)
Filed 2026-10-13
Form Wealth Advisors, LLC
DECREASED
Shares1,589 from 1,600
Change-11 (-1%)
Value$661.2K (+$6.0K)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares1,587 from 1,485
Change+102 (+7%)
Value$660.2K (+$52.1K)
Filed 2026-10-15
Powerhouse Assets LLC
UNCHANGED
Shares1,572 from 1,572
Change0 (0%)
Value$654.2K (+$10.4K)
Filed 2026-10-19
Paradigm, Strategies in Wealth Management, LLC
UNCHANGED
Shares1,572 from 1,572
Change0 (0%)
Value$654.2K (+$10.4K)
Filed 2026-10-16
Paragon Advisors, LLC
NEW
Shares1,558
Change+1,558
Value$648.3K
Filed 2026-11-03
Carter Financial Group, Inc.
INCREASED
Shares1,551 from 1,547
Change+4 (+0%)
Value$645.2K (+$11.8K)
Filed 2026-10-21
Hurley Capital, LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$645.3K (+$10.4K)
Filed 2026-11-05
Asset Advisory Group, Inc.
DECREASED
Shares1,546 from 1,570
Change-24 (-2%)
Value$643.4K (+$673)
Filed 2026-10-20
Midland Wealth Advisors, LLC
DECREASED
Shares1,537 from 1,572
Change-35 (-2%)
Value$639.6K (-$4.1K)
Filed 2026-10-26
Greenwood Gearhart LLC
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$636.7K (+$10.1K)
Filed 2026-11-02
Security National Bank
UNCHANGED
Shares1,528 from 1,528
Change0 (0%)
Value$635.8K (+$10.1K)
Filed 2026-10-26
Canandaigua National Bank & Trust Co
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$634.6K (+$10.1K)
Filed 2026-10-07
Crescent Grove Advisors, LLC
UNCHANGED
Shares1,511 from 1,511
Change0 (0%)
Value$628.8K (+$10.0K)
Filed 2026-10-21
Riversedge Advisors, LLC
NEW
Shares1,505
Change+1,505
Value$626.3K
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
DECREASED
Shares1,501 from 1,807
Change-306 (-17%)
Value$624.6K (-$115.3K)
Filed 2026-10-29
Yanni & Associates Investment Advisors, LLC
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$624.6K (+$10.0K)
Filed 2026-10-14
Adelphi Trust Co
INCREASED
Shares1,497 from 1,364
Change+133 (+10%)
Value$622.9K (+$64.4K)
Filed 2026-10-05
Fulton Breakefield Broenniman LLC
DECREASED
Shares1,485 from 1,570
Change-85 (-5%)
Value$618.0K (-$25.0K)
Filed 2026-11-03
WBH Advisory Inc
UNCHANGED
Shares1,482 from 1,482
Change0 (0%)
Value$616.9K (+$9.9K)
Filed 2026-11-05
Northside Capital Management, LLC
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$609.6K (+$9.7K)
Filed 2026-10-13
Curated Wealth Partners LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$603.4K (+$9.6K)
Filed 2026-10-15
Blankinship & Foster, LLC
DECREASED
Shares1,446 from 1,610
Change-164 (-10%)
Value$601.8K (-$57.6K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
DECREASED
Shares1,445 from 1,505
Change-60 (-4%)
Value$603.4K (-$12.9K)
Filed 2026-10-30
SBK Financial, Inc.
UNCHANGED
Shares1,441 from 1,441
Change0 (0%)
Value$599.7K (+$9.6K)
Filed 2026-11-02
Summit Asset Management, LLC
UNCHANGED
Shares1,424 from 1,424
Change0 (0%)
Value$592.6K (+$9.4K)
Filed 2026-11-05
Pennsylvania Capital Management Inc
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$590.1K (+$9.4K)
Filed 2026-11-05
Global Wealth Strategies & Associates
INCREASED
Shares1,414 from 1,385
Change+29 (+2%)
Value$588.3K (+$21.0K)
Filed 2026-10-02
Old National Bancorp
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$586.7K (+$9.3K)
Filed 2026-10-20
Flagship Private Wealth, LLC
INCREASED
Shares1,394 from 1,392
Change+2 (+0%)
Value$580.0K (+$9.9K)
Filed 2026-11-05
Sentry LLC
DECREASED
Shares1,372 from 1,383
Change-11 (-1%)
Value$570.9K (+$4.5K)
Filed 2026-10-30
Triad Wealth Partners, LLC
DECREASED
Shares1,361 from 1,450
Change-89 (-6%)
Value$566.4K (-$34.7K)
Filed 2026-10-26
Chatham Capital Group, Inc.
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$565.1K (+$9.0K)
Filed 2026-10-16
Nestegg Advisors, Inc.
UNCHANGED
Shares1,352 from 1,352
Change0 (0%)
Value$562.6K (+$9.0K)
Filed 2026-10-21
Capital Advisors Wealth Management, LLC
INCREASED
Shares1,351 from 1,348
Change+3 (+0%)
Value$562.1K (+$10.2K)
Filed 2026-10-09
Aaron Wealth Advisors LLC
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$558.4K (+$8.9K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
INCREASED
Shares1,334 from 1,333
Change+1 (+0%)
Value$555.1K (+$9.2K)
Filed 2026-10-22
Roger Wittlin Investment Advisory, LLC
NEW
Shares1,325
Change+1,325
Value$551.4K
Filed 2026-10-19
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$540.6K (+$8.6K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares1,286 from 1,553
Change-267 (-17%)
Value$535.2K (-$100.6K)
Filed 2026-10-23
Abacus Wealth Partners, LLC
UNCHANGED
Shares1,281 from 1,281
Change0 (0%)
Value$533.1K (+$8.5K)
Filed 2026-11-03
Abacus Planning Group, Inc.
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$528.1K (+$8.4K)
Filed 2026-11-02
Northland Securities, Inc.
INCREASED
Shares1,266 from 916
Change+350 (+38%)
Value$526.8K (+$151.7K)
Filed 2026-11-02
Factor Wealth Management LTD
INCREASED
Shares1,265 from 1,264
Change+1 (+0%)
Value$526.3K (+$8.7K)
Filed 2026-10-08
Union Savings Bank
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$525.6K (+$8.4K)
Filed 2026-10-14
Arbor Wealth Advisors LLC
DECREASED
Shares1,262 from 1,322
Change-60 (-5%)
Value$525.2K (-$16.2K)
Filed 2026-10-09
CMH Wealth Management LLC
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$519.4K (+$8.3K)
Filed 2026-10-22
Gibbs Wealth Management
DECREASED
Shares1,245 from 1,248
Change-3 (0%)
Value$518.1K (+$7.0K)
Filed 2026-10-22
Strategent Financial, LLC
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$511.0K (+$8.1K)
Filed 2026-10-30
Investmark Advisory Group LLC
INCREASED
Shares1,212 from 1,209
Change+3 (+0%)
Value$504.4K (+$9.2K)
Filed 2026-10-27
Independent Wealth Advisors LLC
INCREASED
Shares1,207 from 1,206
Change+1 (+0%)
Value$502.4K (+$8.5K)
Filed 2026-10-27
Patton Albertson Miller Group, LLC
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$502.3K (+$8.0K)
Filed 2026-10-26
SMI Advisory Services, LLC
UNCHANGED
Shares1,203 from 1,203
Change0 (0%)
Value$511.7K (+$16.1K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares1,202 from 922
Change+280 (+30%)
Value$500.3K (+$122.9K)
Filed 2026-10-26
Embree Financial Group
INCREASED
Shares1,184 from 1,183
Change+1 (+0%)
Value$492.5K (+$8.1K)
Filed 2026-10-22
TMB Capital Partners, LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$492.3K (+$7.8K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares1,167 from 1,171
Change-4 (0%)
Value$486 (-$479.5K)
Filed 2026-10-22
Ridgeline Wealth, LLC
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$494.2K (+$17.8K)
Filed 2026-10-14
Guardian Asset Advisors, LLC
INCREASED
Shares1,160 from 1,157
Change+3 (+0%)
Value$483.0K (+$8.8K)
Filed 2026-10-16
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$476.5K (+$7.6K)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares1,136 from 1,540
Change-404 (-26%)
Value$472.7K (-$157.9K)
Filed 2026-10-13
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$472.7K (+$7.5K)
Filed 2026-11-02
LVW Advisors, LLC
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$469.0K (+$7.5K)
Filed 2026-10-19
Willow Creek Wealth Management Inc.
UNCHANGED
Shares1,123 from 1,123
Change0 (0%)
Value$467.3K (+$7.4K)
Filed 2026-10-26
Trust Co of Vermont
INCREASED
Shares1,108 from 697
Change+411 (+59%)
Value$461.1K (+$175.7K)
Filed 2026-10-21
Juncture Wealth Strategies, LLC
DECREASED
Shares1,107 from 1,234
Change-127 (-10%)
Value$460.7K (-$44.7K)
Filed 2026-10-06
Maple Capital Management, Inc.
DECREASED
Shares1,100 from 1,187
Change-87 (-7%)
Value$457.7K (-$28.3K)
Filed 2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$457.7K (+$7.3K)
Filed 2026-10-14
Pinnacle Associates LTD
DECREASED
Shares1,084 from 1,432
Change-348 (-24%)
Value$451.1K (-$135.3K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,082 from 1,978
Change-896 (-45%)
Value$450.3K (-$359.7K)
Filed 2026-11-04
Baring Financial LLC
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$450.3K (+$7.3K)
Filed 2026-10-07
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$449.4K (+$7.2K)
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares1,075 from 1,074
Change+1 (+0%)
Value$447.3K (+$7.4K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
INCREASED
Shares1,072 from 1,051
Change+21 (+2%)
Value$446.1K (+$15.7K)
Filed 2026-11-03
Fortress Financial Group, LLC
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$445.1K (+$7.1K)
Filed 2026-10-21
Washington Trust Bank
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$444.0K (+$7.1K)
Filed 2026-11-03
Clark Asset Management, LLC
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$443.2K (+$7.1K)
Filed 2026-10-19
Venture Visionary Partners LLC
DECREASED
Shares1,064 from 1,108
Change-44 (-4%)
Value$442.8K (-$10.9K)
Filed 2026-10-07
Droms Strauss Advisors Inc
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$441.9K (+$7.0K)
Filed 2026-11-03
SkyOak Wealth, LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$439.0K (+$7.0K)
Filed 2026-10-28
Rockport Wealth LLC
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$436.1K (+$6.9K)
Filed 2026-11-03
Partners Wealth Management, LLC
INCREASED
Shares1,042 from 1,027
Change+15 (+1%)
Value$433.6K (+$13.1K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED
Shares1,032 from 948
Change+84 (+9%)
Value$429.3K (+$41.0K)
Filed 2026-10-23
E6 Portfolios, LLC
DECREASED
Shares1,029 from 1,082
Change-53 (-5%)
Value$428.2K (-$14.9K)
Filed 2026-10-26
NovaPoint Capital, LLC
INCREASED
Shares1,016 from 967
Change+49 (+5%)
Value$422.8K (+$26.8K)
Filed 2026-10-22
Cullen T Bankers, Inc.
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$422.4K (+$6.9K)
Filed 2026-10-28
MBL Wealth, LLC
DECREASED
Shares1,014 from 1,514
Change-500 (-33%)
Value$422.0K (-$198.0K)
Filed 2026-10-22
Keystone Wealth Services, LLC
DECREASED
Shares1,012 from 1,035
Change-23 (-2%)
Value$422.3K (-$1.5K)
Filed 2026-11-03
KCM Investment Advisors LLC
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$421.1K (+$6.7K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
INCREASED
Shares1,006 from 1,004
Change+2 (+0%)
Value$418.8K (+$7.7K)
Filed 2026-10-21
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$416.1K (+$6.6K)
Filed 2026-10-30
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$414.9K (+$6.6K)
Filed 2026-10-08
Cambridge Capital Management, LLC
DECREASED
Shares991 from 992
Change-1 (0%)
Value$412.6K (+$6.3K)
Filed 2026-10-19
Balentine LLC
DECREASED
Shares985 from 3,868
Change-2,883 (-75%)
Value$409.9K (-$1.2M)
Filed 2026-11-03
Kathmere Capital Management, LLC
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$408.2K (+$6.5K)
Filed 2026-10-20
Avity Investment Management Inc.
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$407.4K (+$6.5K)
Filed 2026-10-09
S.A. Mason LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$405.7K (+$6.5K)
Filed 2026-10-13
Range Financial Group LLC
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$405.3K (+$6.5K)
Filed 2026-10-21
Tenon Financial LLC
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$402.0K (+$6.4K)
Filed 2026-10-14
Joseph Group Capital Management
DECREASED
Shares964 from 966
Change-2 (0%)
Value$401.1K (+$5.6K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
DECREASED
Shares963 from 997
Change-34 (-3%)
Value$400.7K (-$7.5K)
Filed 2026-10-15
Frederick Financial Consultants, LLC
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$400.3K (+$6.4K)
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares955 from 977
Change-22 (-2%)
Value$397.6K (-$2.5K)
Filed 2026-10-23
Manske Wealth Management
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$397.0K (+$6.3K)
Filed 2026-10-26
Howard Wealth Management, LLC
DECREASED
Shares946 from 963
Change-17 (-2%)
Value$393.7K (-$770)
Filed 2026-10-28
Coastline Trust Co
DECREASED
Shares941 from 4,096
Change-3,155 (-77%)
Value$391.6K (-$1.3M)
Filed 2026-10-01
Orgel Wealth Management, LLC
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$391.2K (+$6.2K)
Filed 2026-10-14
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$391.2K (+$6.2K)
Filed 2026-10-27
WestEnd Advisors, LLC
DECREASED
Shares938 from 1,045
Change-107 (-10%)
Value$390.2K (-$37.7K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares935 from 134
Change+801 (+598%)
Value$389.9K (+$335.1K)
Filed 2026-11-04
Abundance Wealth Counselors
DECREASED
Shares935 from 1,007
Change-72 (-7%)
Value$389.1K (-$23.3K)
Filed 2026-10-26
Navigation Group, LLC
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$387.5K (+$6.2K)
Filed 2026-10-28
Advus Financial Partners, LLC
UNCHANGED
Shares927 from 927
Change0 (0%)
Value$385.7K (+$6.1K)
Filed 2026-10-20
Root Financial Partners, LLC
INCREASED
Shares921 from 546
Change+375 (+69%)
Value$383.3K (+$159.7K)
Filed 2026-10-21
Sherman Wealth Management LLC
INCREASED
Shares914 from 912
Change+2 (+0%)
Value$380.2K (+$7.0K)
Filed 2026-10-16
55 North Private Wealth, LLC
INCREASED
Shares913 from 912
Change+1 (+0%)
Value$379.8K (+$6.4K)
Filed 2026-10-20
Columbia Bank
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$379.9K (+$6.1K)
Filed 2026-10-29
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$375.8K (+$6.0K)
Filed 2026-11-03
Beirne Wealth Consulting Services, LLC
DECREASED
Shares902 from 1,003
Change-101 (-10%)
Value$375.8K (-$35.3K)
Filed 2026-10-19
Uptick Partners, LLC
DECREASED
Shares902 from 915
Change-13 (-1%)
Value$375.2K (+$434)
Filed 2026-11-04
Atlas Brown,Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$374.5K (+$6.0K)
Filed 2026-10-09
Adell Harriman & Carpenter Inc
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$371.6K (+$5.9K)
Filed 2026-11-02
Inscription Capital, LLC
NEW
Shares890
Change+890
Value$370.4K
Filed 2026-11-02
Reynders McVeigh Capital Management, LLC
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$364.9K (+$5.9K)
Filed 2026-10-30
Legacy Wealth Management, LLC / MS
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$364.1K (+$5.8K)
Filed 2026-10-30
NBT Bank, N.A.
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$362.0K (+$5.8K)
Filed 2026-10-21
Confluence Wealth Services, Inc.
DECREASED
Shares869 from 1,223
Change-354 (-29%)
Value$361.6K (-$139.2K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$361.6K (+$5.8K)
Filed 2026-11-05
Kelly Financial Services LLC
DECREASED
Shares866 from 888
Change-22 (-2%)
Value$360.2K (-$3.3K)
Filed 2026-10-20
Sage Rhino Capital LLC
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$360.4K (+$5.7K)
Filed 2026-10-28
Lawood & Co
DECREASED
Shares856 from 881
Change-25 (-3%)
Value$356.2K (-$4.6K)
Filed 2026-10-09
Simplex Trading, LLC
NEW
Shares850
Change+850
Value$353.7K
Filed 2026-11-04
Kanawha Capital Management LLC
DECREASED
Shares849 from 863
Change-14 (-2%)
Value$353.3K (-$105)
Filed 2026-10-19
Arsenal Capital Advisors LLC
INCREASED
Shares847 from 846
Change+1 (+0%)
Value$352.4K (+$5.8K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED
Shares842 from 851
Change-9 (-1%)
Value$350.4K (+$2.0K)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW
Shares841
Change+841
Value$350.0K
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares839 from 613
Change+226 (+37%)
Value$349.1K (+$98.1K)
Filed 2026-11-04
RAM Investment Partners, LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$347.9K (+$5.5K)
Filed 2026-10-21
BAR Harbor Wealth Management
UNCHANGED
Shares822 from 822
Change0 (0%)
Value$342.1K (+$5.5K)
Filed 2026-10-21
Greenhouse Wealth Management, LLC
DECREASED
Shares819 from 823
Change-4 (0%)
Value$340.8K (+$3.6K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$337.9K (+$5.4K)
Filed 2026-11-03
Principle Wealth Partners LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$337.9K (+$5.4K)
Filed 2026-11-02
Fulcrum Capital LLC
DECREASED
Shares810 from 957
Change-147 (-15%)
Value$337.1K (-$54.8K)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$334.8K (+$5.3K)
Filed 2026-10-26
Iowa State Bank
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$332.9K (+$5.3K)
Filed 2026-10-06
Legacy Financial Group, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$332.9K (+$5.3K)
Filed 2026-10-21
Wealth Effects LLC
INCREASED
Shares797 from 723
Change+74 (+10%)
Value$331.7K (+$35.6K)
Filed 2026-10-23
Isthmus Partners, LLC
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$330.8K (+$5.3K)
Filed 2026-10-21
Builder Investment Group Inc
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$330.0K (+$5.3K)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$330.0K (+$5.3K)
Filed 2026-10-26
Stone Summit Wealth LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$327.9K (+$5.2K)
Filed 2026-10-14
Symphony Financial, Ltd. Co.
DECREASED
Shares782 from 1,064
Change-282 (-26%)
Value$325.3K (-$110.4K)
Filed 2026-10-22
IPG Investment Advisors LLC
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$324.9K (+$5.2K)
Filed 2026-10-30
Family Office Research LLC
INCREASED
Shares777 from 776
Change+1 (+0%)
Value$323.5K (+$5.5K)
Filed 2026-10-14
Victory Financial Group, LLC
DECREASED
Shares768 from 826
Change-58 (-7%)
Value$319.6K (-$18.5K)
Filed 2026-10-27
Lewis Asset Management, LLC
INCREASED
Shares767 from 766
Change+1 (+0%)
Value$319.2K (+$5.5K)
Filed 2026-10-14
Pacific Asset Management, LLC
INCREASED
Shares759 from 758
Change+1 (+0%)
Value$316.0K (+$5.8K)
Filed 2026-10-15
KDK Private Wealth Management, LLC
UNCHANGED
Shares754 from 754
Change0 (0%)
Value$313.8K (+$5.0K)
Filed 2026-11-03
Unified Investment Management
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$313.3K (+$5.0K)
Filed 2026-10-14
Wealth Dimensions Group, Ltd.
INCREASED
Shares750 from 724
Change+26 (+4%)
Value$312.2K (+$15.8K)
Filed 2026-11-02
Missouri Trust & Investment Co
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$312.1K (+$5.8K)
Filed 2026-11-04
Hegarty Advisors, LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$311.7K (+$5.0K)
Filed 2026-10-20
Polaris Financial Partners
NEW
Shares748
Change+748
Value$309
Filed 2026-10-02
Everhart Financial Group, Inc.
DECREASED
Shares744 from 747
Change-3 (0%)
Value$309.6K (+$3.7K)
Filed 2026-10-08
Tritonpoint Wealth, LLC
INCREASED
Shares743 from 739
Change+4 (+1%)
Value$309.2K (+$6.6K)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
INCREASED
Shares741 from 725
Change+16 (+2%)
Value$308.5K (+$11.5K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares738 from 687
Change+51 (+7%)
Value$307.4K (+$26.0K)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
DECREASED
Shares735 from 1,086
Change-351 (-32%)
Value$305.9K (-$138.9K)
Filed 2026-11-02
Rydar Equities, Inc.
INCREASED
Shares724 from 723
Change+1 (+0%)
Value$307.3K (+$11.5K)
Filed 2026-10-13
McCarley & Cook Financial Planners
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$300.4K (+$4.8K)
Filed 2026-10-21
EPG Wealth Management LLC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$299.6K (+$4.8K)
Filed 2026-11-03
Accel Wealth Management
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$298.6K (+$4.8K)
Filed 2026-10-13
GEM Asset Management, LLC
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$298.1K (+$4.8K)
Filed 2026-10-13
PDS Planning, Inc
NEW
Shares715
Change+715
Value$297.7K
Filed 2026-11-03
CapWealth Advisors, LLC
INCREASED
Shares713 from 700
Change+13 (+2%)
Value$296.7K (+$10.1K)
Filed 2026-10-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares711 from 577
Change+134 (+23%)
Value$295.9K (+$59.6K)
Filed 2026-10-27
Aspect Partners, LLC
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$292.1K (+$4.7K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$291.7K (+$4.6K)
Filed 2026-11-02
Transcendent Capital Group LLC
INCREASED
Shares697 from 655
Change+42 (+6%)
Value$290.1K (+$22.0K)
Filed 2026-10-28
Marks Group Wealth Management, Inc
INCREASED
Shares695 from 583
Change+112 (+19%)
Value$289.2K (+$50.5K)
Filed 2026-11-05
626 Financial, LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$287.5K (+$4.6K)
Filed 2026-11-04
Titleist Asset Management, LLC
INCREASED
Shares689 from 688
Change+1 (+0%)
Value$286.6K (+$4.8K)
Filed 2026-10-08
MTM Investment Management, LLC
DECREASED
Shares688 from 729
Change-41 (-6%)
Value$286.3K (-$12.1K)
Filed 2026-10-30
Bell Investment Advisors, Inc
NEW
Shares686
Change+686
Value$285.5K
Filed 2026-10-29
Timonier Family Office, Ltd.
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$285.0K (+$4.5K)
Filed 2026-11-03
LongView Wealth Management
INCREASED
Shares683 from 682
Change+1 (+0%)
Value$284.1K (+$4.6K)
Filed 2026-10-19
Summit Place Financial Advisors, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$283.8K (+$4.5K)
Filed 2026-10-23
New England Professional Planning Group Inc.
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$282.1K (+$4.5K)
Filed 2026-10-29
LexAurum Advisors, LLC
INCREASED
Shares671 from 662
Change+9 (+1%)
Value$279.2K (+$8.1K)
Filed 2026-10-19
Bigelow Investment Advisors, LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$278.8K (+$4.4K)
Filed 2026-10-13
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$275.9K (+$4.4K)
Filed 2026-10-23
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares656 from 678
Change-22 (-3%)
Value$273.0K (-$4.6K)
Filed 2026-10-09
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$272.6K (+$4.3K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$272.5K (+$4.4K)
Filed 2026-11-05
Vicus Capital
INCREASED
Shares654 from 653
Change+1 (+0%)
Value$272.2K (+$4.9K)
Filed 2026-11-05
Thrive Wealth Management, LLC
DECREASED
Shares653 from 775
Change-122 (-16%)
Value$271.7K (-$45.6K)
Filed 2026-10-13
Pflug Koory, LLC
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$271.3K (+$4.3K)
Filed 2026-10-26
Integral Investment Advisors, Inc.
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$271.3K (+$4.3K)
Filed 2026-11-03
Gainline Financial Partners, LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$267.2K (+$4.4K)
Filed 2026-10-15
Absolute Capital Management, LLC
DECREASED
Shares638 from 717
Change-79 (-11%)
Value$265.5K (-$28.1K)
Filed 2026-10-16
Trek Financial, LLC
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$264.2K (+$4.2K)
Filed 2026-10-29
International Assets Investment Management, LLC
INCREASED
Shares632 from 545
Change+87 (+16%)
Value$263.5K (+$40.8K)
Filed 2026-11-02
Schaeffer Financial LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$261.7K (+$4.2K)
Filed 2026-10-23
AGH Wealth Advisors, LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$260.1K (+$4.1K)
Filed 2026-10-26
New Capital Management LP
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$258.8K (+$4.1K)
Filed 2026-10-29
Latitude Advisors, LLC
INCREASED
Shares621 from 609
Change+12 (+2%)
Value$258.5K (+$9.1K)
Filed 2026-10-27
Calamos Advisors LLC
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$257.2K (+$4.1K)
Filed 2026-11-02
Tucker Asset Management LLC
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$255.1K (+$4.1K)
Filed 2026-10-29
First Affirmative Financial Network
NEW
Shares609
Change+609
Value$253.4K
Filed 2026-10-21
Howland Capital Management LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$253.4K (+$4.0K)
Filed 2026-10-22
Hobart Private Capital, LLC
NEW
Shares607
Change+607
Value$252.6K
Filed 2026-10-19
Bingham Private Wealth, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$251.8K (+$4.0K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares603 from 683
Change-80 (-12%)
Value$250.9K (-$28.8K)
Filed 2026-10-26
Murphy Pohlad Asset Management LLC
NEW
Shares600
Change+600
Value$249.7K
Filed 2026-10-22
Nations Financial Group Inc,
INCREASED
Shares600 from 599
Change+1 (+0%)
Value$249.7K (+$4.4K)
Filed 2026-11-05
Freedom Day Solutions, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$249.7K (+$4.0K)
Filed 2026-10-20
Mindset Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$249.7K (+$4.0K)
Filed 2026-10-19
Matrix Asset Advisors Inc
DECREASED
Shares599 from 698
Change-99 (-14%)
Value$249.5K (-$36.3K)
Filed 2026-10-13
Windsor Capital Management, LLC
INCREASED
Shares593 from 592
Change+1 (+0%)
Value$246.8K (+$4.1K)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$245.9K (+$3.9K)
Filed 2026-11-05
Autumn Glory Partners, LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$245.9K (+$3.9K)
Filed 2026-10-26
Sterling Financial Planning, Inc.
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$245.1K (+$3.9K)
Filed 2026-10-28
Vista Finance, LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$244.7K (+$3.9K)
Filed 2026-10-23
Horizon Wealth Management, LLC
INCREASED
Shares584 from 546
Change+38 (+7%)
Value$243.1K (+$19.5K)
Filed 2026-11-02
Asset Advisors Investment Management, LLC
NEW
Shares583
Change+583
Value$242.4K
Filed 2026-10-19
Foster Group, Inc.
NEW
Shares580
Change+580
Value$241.4K
Filed 2026-10-13
Samalin Investment Counsel, LLC
INCREASED
Shares580 from 578
Change+2 (+0%)
Value$241.2K (+$4.3K)
Filed 2026-10-23
Marin Bay Wealth Advisors, LLC
INCREASED
Shares580 from 579
Change+1 (+0%)
Value$241.7K (+$4.2K)
Filed 2026-10-28
Wernau Asset Management Inc.
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$241.4K (+$3.8K)
Filed 2026-10-19
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares576 from 651
Change-75 (-12%)
Value$239.8K (-$26.7K)
Filed 2026-10-26
Shira Ridge Wealth Management
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$239.7K (+$3.8K)
Filed 2026-10-09
Tanglewood Wealth Management, Inc.
NEW
Shares574
Change+574
Value$238.9K
Filed 2026-10-23
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$238.6K (+$3.8K)
Filed 2026-10-29
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$238.0K (+$3.8K)
Filed 2026-10-08
PKS Advisory Services, LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$234.3K ($0)
Filed 2026-10-26
Signature Wealth Management Partners, LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$237.2K (+$3.8K)
Filed 2026-10-21
Howard Capital Management, LLC
INCREASED
Shares564 from 563
Change+1 (+0%)
Value$234.5K (+$4.2K)
Filed 2026-10-16
Bennett Selby Investments LP
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$233.4K (+$3.7K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$233.0K (+$3.7K)
Filed 2026-11-02
Brady Family Wealth, LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$231.4K (+$3.7K)
Filed 2026-11-02
Bison Wealth, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$236.0K (+$7.5K)
Filed 2026-10-13
RVW Wealth, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$230.8K (+$3.7K)
Filed 2026-10-06
HFG Wealth Management, LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$225.9K ($0)
Filed 2026-10-16
Jnba Financial Advisors
DECREASED
Shares550 from 613
Change-63 (-10%)
Value$228.9K (-$22.2K)
Filed 2026-11-03
Colorado Capital Management, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$229 (+$4)
Filed 2026-10-15
CWS Financial Advisors, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$229.0K (+$3.7K)
Filed 2026-10-16
Blume Capital Management, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$228.7K (+$3.6K)
Filed 2026-10-26
Independent Wealth Network Inc.
INCREASED
Shares547 from 537
Change+10 (+2%)
Value$227.5K (+$7.4K)
Filed 2026-10-19
SP Asset Management LLC
INCREASED
Shares547 from 546
Change+1 (+0%)
Value$227.8K (+$4.2K)
Filed 2026-11-05
Dorato Capital Management
DECREASED
Shares545 from 553
Change-8 (-1%)
Value$231.2K (+$2.7K)
Filed 2026-10-08
InvesTrust
DECREASED
Shares544 from 594
Change-50 (-8%)
Value$226.4K (-$16.9K)
Filed 2026-10-14
Spectrum Asset Management, Inc. (NB )
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$225.1K (+$3.6K)
Filed 2026-10-19
Beacon Capital Management, LLC
INCREASED
Shares540 from 507
Change+33 (+7%)
Value$224.6K (+$17.1K)
Filed 2026-10-23
Interchange Capital Partners, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$224.7K (+$3.6K)
Filed 2026-10-28
City State Bank
INCREASED
Shares539 from 525
Change+14 (+3%)
Value$224.3K (+$9.3K)
Filed 2026-10-20
Matisse Capital
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$223.5K (+$3.6K)
Filed 2026-10-29
Argos Wealth Advisors, LLC
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$223.0K (+$3.6K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$223.0K (+$3.6K)
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares534 from 556
Change-22 (-4%)
Value$222.1K (-$5.8K)
Filed 2026-10-09
Advocate Group LLC
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$221.8K (+$3.5K)
Filed 2026-10-19
GW Henssler & Associates LTD
NEW
Shares531
Change+531
Value$221.2K
Filed 2026-10-26
Telos Capital Management, Inc.
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$218.1K (+$3.5K)
Filed 2026-11-02
National Wealth Management Group, LLC
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$217.6K (+$3.5K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares520 from 517
Change+3 (+1%)
Value$216.4K (+$4.7K)
Filed 2026-10-08
LifeSteps Financial, Inc.
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$216.4K (+$3.4K)
Filed 2026-10-15
Smart Wealth LLC
INCREASED
Shares518 from 513
Change+5 (+1%)
Value$215.6K (+$5.5K)
Filed 2026-11-04
ARQ Wealth Advisors, LLC
NEW
Shares511
Change+511
Value$212.6K
Filed 2026-10-29
Wealth Quarterback LLC
INCREASED
Shares506 from 505
Change+1 (+0%)
Value$210.5K (+$3.9K)
Filed 2026-10-20
Gateway Investment Advisers LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$210.1K (+$3.3K)
Filed 2026-10-13
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$208.8K (+$3.3K)
Filed 2026-10-14
Downshift Financial, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$208.9K (+$3.3K)
Filed 2026-10-13
Ignite Planners, LLC
INCREASED
Shares501 from 500
Change+1 (+0%)
Value$208.6K (+$3.8K)
Filed 2026-10-14
Quantum Financial Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$208.1K (+$3.3K)
Filed 2026-11-03
Donalies Financial Planning, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$208.1K (+$3.3K)
Filed 2026-10-19
Trifecta Capital Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$208.1K (+$3.3K)
Filed 2026-10-21
Carmel Capital Partners, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$208.1K (+$3.3K)
Filed 2026-11-03
Legacy Wealth Partners, LLC
DECREASED
Shares499 from 522
Change-23 (-4%)
Value$207.8K (-$5.9K)
Filed 2026-10-15
Aprio Wealth Management, LLC
NEW
Shares497
Change+497
Value$206.8K
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares494 from 495
Change-1 (0%)
Value$205.9K (+$3.3K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$205.6K (+$3.3K)
Filed 2026-10-20
Affinity Capital Advisors, LLC
DECREASED
Shares493 from 495
Change-2 (0%)
Value$209.7K (+$5.8K)
Filed 2026-10-13
Coyle Financial Counsel LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$204.3K (+$3.3K)
Filed 2026-10-28
Kingsman Wealth Management, Inc.
NEW
Shares487
Change+487
Value$202.7K
Filed 2026-10-13
Financial Life Advisors
NEW
Shares484
Change+484
Value$201.4K
Filed 2026-10-14
Evolution Wealth Advisors, LLC
NEW
Shares484
Change+484
Value$201.4K
Filed 2026-11-03
Foguth Wealth Management, Llc.
DECREASED
Shares482 from 498
Change-16 (-3%)
Value$200.9K (-$1.1K)
Filed 2026-10-19
Creative Capital Management Investments LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$200.6K (+$3.2K)
Filed 2026-10-28
First Pacific Financial
INCREASED
Shares480 from 479
Change+1 (+0%)
Value$199.7K (+$3.7K)
Filed 2026-10-14
Signature Equity Partners, LLC
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$189.3K (+$3.0K)
Filed 2026-10-29
Compass Financial Management LLC
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$183.9K (-$2.3K)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$178.9K (+$2.9K)
Filed 2026-11-02
Tompkins Financial Corp
INCREASED
Shares427 from 291
Change+136 (+47%)
Value$177.7K (+$58.5K)
Filed 2026-10-05
Creative Financial Designs Inc
INCREASED
Shares413 from 412
Change+1 (+0%)
Value$171.9K (+$3.0K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$167.7K (+$2.7K)
Filed 2026-10-09
SJS Investment Consulting Inc.
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$152.7K (+$2.4K)
Filed 2026-10-26
Roxbury Financial LLC
INCREASED
Shares360 from 353
Change+7 (+2%)
Value$149.8K (+$5.3K)
Filed 2026-10-01
Winthrop Capital Management, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$137.3K (+$2.3K)
Filed 2026-11-05
Key Capital Management, Inc
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$134.0K (+$2.1K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares314
Change+314
Value$130.5K
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
NEW
Shares300
Change+300
Value$124.8K
Filed 2026-10-27
Milestone Investment Advisors LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$124.8K (+$2.0K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$120.7K (+$2.1K)
Filed 2026-10-29
Pacific Center for Financial Services
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$119.0K (+$1.9K)
Filed 2026-10-15
Kozak & Associates, Inc.
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$120.2K (+$3.7K)
Filed 2026-10-29
Angeles Wealth Management, LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$118.2K (+$1.9K)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares277
Change+277
Value$115.3K
Filed 2026-11-05
Maryland Capital Advisors Inc.
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$108.6K (+$1.7K)
Filed 2026-10-15
CX Institutional
INCREASED
Shares257 from 256
Change+1 (+0%)
Value$107 (+$2)
Filed 2026-10-02
Hughes Financial Services, LLC
DECREASED
Shares253 from 286
Change-33 (-12%)
Value$106.4K (-$10.7K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$104.9K (+$1.7K)
Filed 2026-10-16
Elyxium Wealth, LLC
NEW
Shares246
Change+246
Value$102.4K
Filed 2026-10-27
First Command Advisory Services, Inc.
DECREASED
Shares244 from 429
Change-185 (-43%)
Value$101.5K (-$74.1K)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$99.0K (+$1.6K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares231 from 106
Change+125 (+118%)
Value$96.4K (+$52.8K)
Filed 2026-11-02
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$88.2K (+$1.4K)
Filed 2026-11-03
Ascentis Wealth Management, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$87.8K (+$1.4K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
DECREASED
Shares200 from 205
Change-5 (-2%)
Value$83.2K (-$722)
Filed 2026-11-05
Northstar Asset Management Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$84.5K (+$3.6K)
Filed 2026-10-22
Washington Trust Advisors, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$83.4K (+$1.5K)
Filed 2026-10-22
SYM Financial Corp
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$73.9K (+$1.2K)
Filed 2026-10-26
Horizons Wealth Management
NEW
Shares170
Change+170
Value$70.7K
Filed 2026-10-05
Valley National Advisers Inc
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$70.7K (+$1.1K)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$69.9K (+$1.1K)
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares164
Change+164
Value$68.2K
Filed 2026-10-27
Heritage Family Offices, LLP
NEW
Shares157
Change+157
Value$65.3K
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$65.3K (+$1.0K)
Filed 2026-10-14
Investors Research Corp
DECREASED
Shares154 from 159
Change-5 (-3%)
Value$64.1K (-$1.0K)
Filed 2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$60 (-$58.9K)
Filed 2026-10-14
Chilton Capital Management LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$60.3K (+$961)
Filed 2026-10-28
Avion Wealth
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$54.0K (+$1.0K)
Filed 2026-11-04
Networth Advisors, LLC
NEW
Shares129
Change+129
Value$53.7K
Filed 2026-11-03
RMG Wealth Management LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$53.7K (-$864)
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$52.0K (+$828)
Filed 2026-10-30
Kingdom Financial Group Llc.
NEW
Shares123
Change+123
Value$51.2K
Filed 2026-11-04
Mainstream Capital Management LLC
NEW
Shares121
Change+121
Value$50.4K
Filed 2026-10-23
Eukles Asset Management
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$46.2K (+$736)
Filed 2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$44.1K (+$703)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$41.3K (+$756)
Filed 2026-10-16
Cedar Mountain Advisors, LLC
DECREASED
Shares92 from 368
Change-276 (-75%)
Value$38.3K (-$112.4K)
Filed 2026-10-15
North Point Portfolio Managers Corp
NEW
Shares91
Change+91
Value$37.9K
Filed 2026-10-07
Schuylkill Financial LLC
DECREASED
Shares91 from 793
Change-702 (-89%)
Value$37.9K (-$286.9K)
Filed 2026-10-21
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$37.5K (+$597)
Filed 2026-10-30
Wagner Wealth Management, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$37.0K (+$590)
Filed 2026-10-21
Montgomery Financial Services LLC
INCREASED
Shares88 from 3
Change+85 (+2833%)
Value$36.6K (+$35.4K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares85 from 82
Change+3 (+4%)
Value$35.4K (+$1.8K)
Filed 2026-11-05
Advocate Investing Services LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$34.5K (+$550)
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$34.5K (+$603)
Filed 2026-10-26
DeDora Capital, Inc.
NEW
Shares81
Change+81
Value$33.7K
Filed 2026-10-26
Redwood Park Advisors LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$31.7K (+$581)
Filed 2026-11-02
Reap Financial Group, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$31.1K (+$570)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$31.2K (+$497)
Filed 2026-11-02
Planning Strategies Inc.
NEW
Shares73
Change+73
Value$30.4K
Filed 2026-10-02
Livelsberger Financial Advisory
NEW
Shares72
Change+72
Value$30.0K
Filed 2026-10-28
Cape Investment Advisory, Inc.
NEW
Shares71
Change+71
Value$29.5K
Filed 2026-10-13
Nfsg Corp
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$27.9K (+$444)
Filed 2026-10-15
Holos Integrated Wealth LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$27.6K (+$566)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$27.0K (+$431)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$26.6K (+$424)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares44 from 7
Change+37 (+529%)
Value$18.3K (+$15.4K)
Filed 2026-10-22
Peachtree Investment Partners, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$17.9K (+$285)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$16.6K (+$266)
Filed 2026-10-23
Hoey Investments, Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$16.2K (+$259)
Filed 2026-10-29
Mcdonald Partners LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$15.0K (+$239)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$12.8K (+$204)
Filed 2026-10-30
Steph & Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$12.5K (+$199)
Filed 2026-10-07
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$11.2K (+$179)
Filed 2026-10-13
Piscataqua Savings Bank
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$10.4K (+$166)
Filed 2026-10-21
Elevation Wealth Partners, LLC
DECREASED
Shares23 from 41
Change-18 (-44%)
Value$9.6K (-$7.2K)
Filed 2026-10-07
Davis Capital Management
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$8.7K (+$139)
Filed 2026-10-08
Barrett & Company, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$7.1K (+$112)
Filed 2026-10-22
Edgemoor Investment Advisors, Inc.
NEW
Shares16
Change+16
Value$6.7K
Filed 2026-11-03
Yankcom Partnership
NEW
Shares16
Change+16
Value$6.7K
Filed 2026-10-15
Wilkerson Advisory Group LLC
INCREASED
Shares16 from 15
Change+1 (+7%)
Value$6.7K (+$122)
Filed 2026-10-20
Kentucky Trust Co
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$6.2K (+$99)
Filed 2026-10-15
Alpine Bank Wealth Management
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$5.4K (+$86)
Filed 2026-10-16
Evermay Wealth Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$5.0K (+$80)
Filed 2026-11-05
Arlington Trust Co LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.6K (+$72)
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares10
Change+10
Value$4.2K
Filed 2026-10-09
Noble Wealth Management PBC
INCREASED
Shares10 from 5
Change+5 (+100%)
Value$4.2K (+$2.1K)
Filed 2026-10-01
Bfsg, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.2K (+$67)
Filed 2026-10-30
Community Financial Services Group, LLC
NEW
Shares9
Change+9
Value$3.8K
Filed 2026-10-15
Mascoma Wealth Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$3.3K (+$53)
Filed 2026-10-23
Rosenberg Matthew Hamilton
DECREASED
Shares6 from 12
Change-6 (-50%)
Value$2.5K (-$2.4K)
Filed 2026-10-05
Evolution Wealth Management Inc.
DECREASED
Shares4 from 1,350
Change-1,346 (-100%)
Value$1.7K (-$551.2K)
Filed 2026-10-28
Decker Retirement Planning Inc.
NEW
Shares2
Change+2
Value$834
Filed 2026-10-19
Ares Financial Consulting, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$416 (+$6)
Filed 2026-10-19
Maryland State Retirement & Pension System
CLOSED
Shares0 from 23,759
Change-23,759 (-100%)
Value$0 (-$9.7M)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 5,510
Change-5,510 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-21
Ardent Capital Management, Inc.
CLOSED
Shares0 from 5,427
Change-5,427 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-16
Advisor Resource Council
CLOSED
Shares0 from 4,539
Change-4,539 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-05
Stewardship Concepts Financial Services LLC
CLOSED
Shares0 from 4,422
Change-4,422 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-06
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 2,195
Change-2,195 (-100%)
Value$0 (-$898.9K)
Filed 2026-10-28
AMI Asset Management Corp
CLOSED
Shares0 from 1,953
Change-1,953 (-100%)
Value$0 (-$799.9K)
Filed 2026-10-20
North Berkeley Wealth Management, LLC
CLOSED
Shares0 from 1,551
Change-1,551 (-100%)
Value$0 (-$635.1K)
Filed 2026-11-02
Argent Capital Management LLC
CLOSED
Shares0 from 1,233
Change-1,233 (-100%)
Value$0 (-$504.9K)
Filed 2026-10-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 1,086
Change-1,086 (-100%)
Value$0 (-$444.8K)
Filed 2026-11-03
Saxon Interests, Inc.
CLOSED
Shares0 from 895
Change-895 (-100%)
Value$0 (-$366.5K)
Filed 2026-10-26
Revolve Wealth Partners, LLC
CLOSED
Shares0 from 656
Change-656 (-100%)
Value$0 (-$268.6K)
Filed 2026-10-23
Equity Investment Corp
CLOSED
Shares0 from 606
Change-606 (-100%)
Value$0 (-$248.1K)
Filed 2026-11-04
Univest Financial Corp
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$225.2K)
Filed 2026-11-05
A4 Wealth Advisors LLC
CLOSED
Shares0 from 518
Change-518 (-100%)
Value$0 (-$212.1K)
Filed 2026-10-20
Sonata Capital Group Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-19
Park National Corp
CLOSED
Shares0 from 497
Change-497 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-05
Avid Wealth Partners LLC
CLOSED
Shares0 from 494
Change-494 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-03
Founders Capital Management
CLOSED
Shares0 from 395
Change-395 (-100%)
Value$0 (-$161.8K)
Filed 2026-10-13
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$81.9K)
Filed 2026-11-03
Sims Investment Management, LLC
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$74.9K)
Filed 2026-10-13
MB, Levis & Associates, LLC
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$46.7K)
Filed 2026-10-16
Brooklyn FI, LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$41.3K)
Filed 2026-11-05
Breakwater Investment Management
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$35.2K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$29.9K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$26.9K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-20
Pacifica Partners Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$20.4K)
Filed 2026-10-09
Burk Holdings LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$831)
Filed 2026-11-05
FMR LLC
N/A
Shares— from 9,942,793
Change-9,942,793 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,705,412
Change-8,705,412 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,567,154
Change-4,567,154 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,908,505
Change-3,908,505 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,899,576
Change-2,899,576 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,550,767
Change-2,550,767 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,543,875
Change-2,543,875 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,313,380
Change-2,313,380 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,289,986
Change-2,289,986 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,040,874
Change-2,040,874 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,859,370
Change-1,859,370 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 1,637,759
Change-1,637,759 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,634,389
Change-1,634,389 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,577,820
Change-1,577,820 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,429,386
Change-1,429,386 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,337,416
Change-1,337,416 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,270,498
Change-1,270,498 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,138,581
Change-1,138,581 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,132,924
Change-1,132,924 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,081,981
Change-1,081,981 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 838,203
Change-838,203 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 815,660
Change-815,660 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 721,484
Change-721,484 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 637,495
Change-637,495 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 625,348
Change-625,348 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 566,204
Change-566,204 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 565,167
Change-565,167 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 524,619
Change-524,619 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 492,609
Change-492,609 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 482,320
Change-482,320 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 430,492
Change-430,492 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 381,177
Change-381,177 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 380,082
Change-380,082 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 352,340
Change-352,340 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 341,972
Change-341,972 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 318,478
Change-318,478 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 314,703
Change-314,703 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 295,228
Change-295,228 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 279,636
Change-279,636 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 264,479
Change-264,479 (-100%)
Value—
Commerce Bank
N/A
Shares— from 262,586
Change-262,586 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 238,849
Change-238,849 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 233,438
Change-233,438 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 227,369
Change-227,369 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 224,503
Change-224,503 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 209,766
Change-209,766 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 209,271
Change-209,271 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 205,671
Change-205,671 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 197,624
Change-197,624 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 192,855
Change-192,855 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 175,478
Change-175,478 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 173,341
Change-173,341 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 166,139
Change-166,139 (-100%)
Value—
Boston Partners
N/A
Shares— from 165,274
Change-165,274 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 155,000
Change-155,000 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 152,880
Change-152,880 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 148,358
Change-148,358 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 147,167
Change-147,167 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 146,428
Change-146,428 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 145,102
Change-145,102 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 141,523
Change-141,523 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 134,401
Change-134,401 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 128,979
Change-128,979 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 128,083
Change-128,083 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 126,399
Change-126,399 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 124,298
Change-124,298 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 122,456
Change-122,456 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 122,452
Change-122,452 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 116,034
Change-116,034 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 113,304
Change-113,304 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 113,061
Change-113,061 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 105,848
Change-105,848 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 104,962
Change-104,962 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 100,749
Change-100,749 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 94,035
Change-94,035 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 92,310
Change-92,310 (-100%)
Value—
Stephens Inc
N/A
Shares— from 91,196
Change-91,196 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 90,216
Change-90,216 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 89,429
Change-89,429 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 86,387
Change-86,387 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 85,481
Change-85,481 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 85,461
Change-85,461 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 85,288
Change-85,288 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 82,389
Change-82,389 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 81,262
Change-81,262 (-100%)
Value—
Blair William & Co
N/A
Shares— from 80,773
Change-80,773 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 80,409
Change-80,409 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 76,200
Change-76,200 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 74,490
Change-74,490 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 74,305
Change-74,305 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 73,236
Change-73,236 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 70,239
Change-70,239 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 67,417
Change-67,417 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 66,732
Change-66,732 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 63,758
Change-63,758 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 62,826
Change-62,826 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 61,550
Change-61,550 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 58,467
Change-58,467 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 55,846
Change-55,846 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 55,716
Change-55,716 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 53,446
Change-53,446 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 53,433
Change-53,433 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 51,542
Change-51,542 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 49,421
Change-49,421 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 49,408
Change-49,408 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 48,700
Change-48,700 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 46,519
Change-46,519 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 45,588
Change-45,588 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 45,360
Change-45,360 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 45,173
Change-45,173 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 44,553
Change-44,553 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 43,680
Change-43,680 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 42,640
Change-42,640 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 42,195
Change-42,195 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 41,161
Change-41,161 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 40,791
Change-40,791 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 40,308
Change-40,308 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 39,885
Change-39,885 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 39,692
Change-39,692 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 38,947
Change-38,947 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 37,759
Change-37,759 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 37,324
Change-37,324 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 36,562
Change-36,562 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 35,674
Change-35,674 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 35,656
Change-35,656 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 34,538
Change-34,538 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 33,599
Change-33,599 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 33,360
Change-33,360 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 33,254
Change-33,254 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 33,203
Change-33,203 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 32,492
Change-32,492 (-100%)
Value—
Fiduciary Counselling Inc
N/A
Shares— from 32,448
Change-32,448 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 31,588
Change-31,588 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 30,865
Change-30,865 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 30,680
Change-30,680 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 29,455
Change-29,455 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 29,308
Change-29,308 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 29,221
Change-29,221 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 28,829
Change-28,829 (-100%)
Value—
&partners
N/A
Shares— from 28,797
Change-28,797 (-100%)
Value—
Centennial Bank
N/A
Shares— from 28,748
Change-28,748 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,656
Change-28,656 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 28,203
Change-28,203 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 27,922
Change-27,922 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 27,380
Change-27,380 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 27,323
Change-27,323 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 26,580
Change-26,580 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 26,484
Change-26,484 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 26,128
Change-26,128 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 26,065
Change-26,065 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 25,536
Change-25,536 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 24,700
Change-24,700 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 24,550
Change-24,550 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 23,811
Change-23,811 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 23,378
Change-23,378 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 23,056
Change-23,056 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 22,746
Change-22,746 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 22,638
Change-22,638 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 22,134
Change-22,134 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 22,089
Change-22,089 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 21,739
Change-21,739 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 21,509
Change-21,509 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 21,484
Change-21,484 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 21,442
Change-21,442 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 21,375
Change-21,375 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 20,892
Change-20,892 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 19,793
Change-19,793 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 19,581
Change-19,581 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,505
Change-19,505 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 19,102
Change-19,102 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 18,233
Change-18,233 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 17,830
Change-17,830 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17,761
Change-17,761 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 17,479
Change-17,479 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,362
Change-17,362 (-100%)
Value—
FCA Corp
N/A
Shares— from 17,361
Change-17,361 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 17,255
Change-17,255 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 17,064
Change-17,064 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 16,969
Change-16,969 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 16,925
Change-16,925 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 16,777
Change-16,777 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 16,029
Change-16,029 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 15,444
Change-15,444 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 15,104
Change-15,104 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 14,833
Change-14,833 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 14,706
Change-14,706 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 14,505
Change-14,505 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 14,485
Change-14,485 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 14,469
Change-14,469 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 14,442
Change-14,442 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 14,359
Change-14,359 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,210
Change-14,210 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 13,965
Change-13,965 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 13,402
Change-13,402 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 13,072
Change-13,072 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 12,994
Change-12,994 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 12,697
Change-12,697 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 12,582
Change-12,582 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 12,499
Change-12,499 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 12,384
Change-12,384 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 12,360
Change-12,360 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 12,210
Change-12,210 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,083
Change-12,083 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 11,961
Change-11,961 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 11,954
Change-11,954 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,868
Change-11,868 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 11,571
Change-11,571 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,792
Change-10,792 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 10,676
Change-10,676 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 10,586
Change-10,586 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,469
Change-10,469 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 10,437
Change-10,437 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10,409
Change-10,409 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 10,333
Change-10,333 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 10,261
Change-10,261 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 10,028
Change-10,028 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,739
Change-9,739 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,543
Change-9,543 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 9,541
Change-9,541 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 9,506
Change-9,506 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 8,870
Change-8,870 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,717
Change-8,717 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 8,497
Change-8,497 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 8,476
Change-8,476 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 8,365
Change-8,365 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 8,344
Change-8,344 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 8,324
Change-8,324 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,202
Change-8,202 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,175
Change-8,175 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 8,151
Change-8,151 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,074
Change-8,074 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,785
Change-7,785 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,756
Change-7,756 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 7,675
Change-7,675 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,198
Change-7,198 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,145
Change-7,145 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 7,143
Change-7,143 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 7,074
Change-7,074 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 6,883
Change-6,883 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,849
Change-6,849 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,483
Change-6,483 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 6,370
Change-6,370 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,191
Change-6,191 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,784
Change-5,784 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 5,709
Change-5,709 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,407
Change-5,407 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 5,231
Change-5,231 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 4,832
Change-4,832 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,776
Change-4,776 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 4,570
Change-4,570 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,477
Change-4,477 (-100%)
Value—
EQ LLC
N/A
Shares— from 4,467
Change-4,467 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 3,381
Change-3,381 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 2,943
Change-2,943 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Legacy Trust
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Amundi
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 996
Change-996 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 994
Change-994 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 980
Change-980 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 922
Change-922 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 907
Change-907 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 903
Change-903 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 886
Change-886 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 876
Change-876 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 851
Change-851 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 850
Change-850 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 826
Change-826 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 806
Change-806 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 789
Change-789 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 768
Change-768 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 766
Change-766 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 760
Change-760 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 751
Change-751 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 748
Change-748 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 743
Change-743 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 725
Change-725 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 721
Change-721 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
State Street Corp
N/A
Shares— from 700
Change-700 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 698
Change-698 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 687
Change-687 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 686
Change-686 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 674
Change-674 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 670
Change-670 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 658
Change-658 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 655
Change-655 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 647
Change-647 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 640
Change-640 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 637
Change-637 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 619
Change-619 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 618
Change-618 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 611
Change-611 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 605
Change-605 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 600
Change-600 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 571
Change-571 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 568
Change-568 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 562
Change-562 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 535
Change-535 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 529
Change-529 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 523
Change-523 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 516
Change-516 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 496
Change-496 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 458
Change-458 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 445
Change-445 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 435
Change-435 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 416
Change-416 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 392
Change-392 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 392
Change-392 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 385
Change-385 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 374
Change-374 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Barclays PLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 321
Change-321 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
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Change-307 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 240
Change-240 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 235
Change-235 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 230
Change-230 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 228
Change-228 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 186
Change-186 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 178
Change-178 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Motco
N/A
Shares— from 151
Change-151 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 71
Change-71 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 24
Change-24 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Catalyst Capital Advisors LLC
UNCHANGED1,637,7591,637,75900%$670.7M$681.5M+$10.9M2026-11-02
Fifth Third Bancorp
DECREASED821,608833,092-11,484-1%$341.2M$341.9M+$744.7K2026-11-05
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED791,000791,00000%$323.9M$329.2M+$5.2M2026-10-28
Legacy Wealth Management, LLC
DECREASED697,547702,613-5,066-1%$287.7M$290.3M+$2.6M2026-10-22
Creative Planning
DECREASED645,381651,215-5,834-1%$266.7M$268.6M+$1.9M2026-11-02
US Bancorp \de\
DECREASED486,141856,684-370,543-43%$350.8M$202.3M-$148.5M2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED460,385437,245+23,140+5%$179.1M$191.6M+$12.5M2026-10-21
Truist Financial Corp
INCREASED434,847410,929+23,918+6%$168.3M$181.0M+$12.7M2026-10-30
RED Cedar Investment Management, LLC
INCREASED380,297379,919+378+0%$155.6M$158.3M+$2.7M2026-11-04
MPS Loria Financial Planners, LLC
INCREASED351,528347,484+4,044+1%$142.3M$146.3M+$4.0M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED336,769336,014+755+0%$136.3M$139.6M+$3.2M2026-10-13
Sagespring Wealth Partners, LLC
INCREASED333,617311,153+22,464+7%$127.4M$138.8M+$11.4M2026-10-22
Arbor Investment Advisors, LLC
DECREASED279,438284,885-5,447-2%$116.7M$116.3M-$378.1K2026-10-26
Lido Advisors, LLC
INCREASED259,518118,488+141,030+119%$48.5M$108.0M+$59.5M2026-11-04
Winthrop Advisory Group LLC
DECREASED244,892247,599-2,707-1%$101.4M$101.9M+$515.1K2026-10-22
AMG National Trust Bank
DECREASED235,679236,272-5930%$96.8M$98.1M+$1.3M2026-11-05
JFS Wealth Advisors, LLC
DECREASED191,335196,255-4,920-3%$80.4M$79.6M-$746.1K2026-11-03
Washington Trust Co
DECREASED184,154187,582-3,428-2%$76.8M$76.6M-$182.8K2026-10-22
Bank of New York Mellon Corp
INCREASED167,247162,958+4,289+3%$66.7M$69.6M+$2.9M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED164,977163,625+1,352+1%$67.0M$68.7K-$66.9M2026-11-02
Hippocratic Financial Advisors, LLC
INCREASED163,484158,526+4,958+3%$64.9M$68.0M+$3.1M2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED161,976249,432-87,456-35%$102.1M$67.4M-$34.7M2026-10-16
Brighton Jones LLC
DECREASED158,911161,000-2,089-1%$65.9M$66.1M+$198.0K2026-11-03
Enclave Advisors LLC
DECREASED157,402159,905-2,503-2%$65.5M$65.5M+$18.6K2026-10-14
DT Investment Partners, LLC
INCREASED151,190148,918+2,272+2%$61.0M$62.9M+$1.9M2026-10-27
Choreo, LLC
INCREASED148,236139,506+8,730+6%$57.1M$61.7M+$4.6M2026-10-28
Commonwealth Equity Services, LLC
DECREASED146,274149,580-3,306-2%$61.3M$60.9M-$384.0K2026-11-02
Nixon Peabody Trust Co
DECREASED131,031131,839-808-1%$54.0M$54.5M+$537.9K2026-10-23
Aspiriant, LLC
INCREASED121,257116,055+5,202+4%$47.5M$50.5M+$2.9M2026-10-16
Financial Management Professionals, Inc.
DECREASED119,214137,398-18,184-13%$56.3M$49.6M-$6.7M2026-10-23
Brewster Financial Planning LLC
DECREASED116,700119,018-2,318-2%$48.7M$48.6M-$175.5K2026-10-13
Hoge Financial Services, LLC
INCREASED112,584111,486+1,098+1%$45.7M$46.8M+$1.2M2026-11-05
Busey Bank
DECREASED103,108104,140-1,032-1%$42.6M$42.9M+$261.0K2026-10-26
Sigma Investment Counselors Inc
DECREASED102,305103,531-1,226-1%$42.4M$42.6M+$176.1K2026-10-27
Montag A & Associates Inc
DECREASED100,139103,231-3,092-3%$42.3M$41.7M-$602.2K2026-10-29
St. Louis Trust Co
DECREASED95,70295,738-360%$10.0M$39.8M+$29.9M2026-11-03
Kestra Advisory Services, LLC
INCREASED95,39183,982+11,409+14%$34.4M$39.7M+$5.3M2026-11-02
Trust Co
DECREASED93,427121,730-28,303-23%$49.8M$38.9M-$11.0M2026-10-09
RTD Financial Advisors, Inc.
DECREASED93,06393,430-3670%$38.3M$38.7M+$466.7K2026-10-09
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED90,23891,894-1,656-2%$37.6M$37.6M-$80.7K2026-10-30
Legacy Advisors, LLC
UNCHANGED89,26089,26000%$36.6M$37.1M+$591.8K2026-10-19
Wilmington Savings Fund Society, FSB
DECREASED85,64585,671-260%$35.1M$35.6M+$557.2K2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED85,15585,161-60%$34.9M$35.4M+$562.1K2026-10-16
Park Avenue Securities LLC
INCREASED84,18780,040+4,147+5%$32.8M$35.0K-$32.7M2026-10-26
Gray Private Wealth, LLC
DECREASED82,77483,372-598-1%$34.1M$34.4M+$303.9K2026-10-28
May Hill Capital, LLC
DECREASED81,20482,038-834-1%$33.6M$33.8M+$196.9K2026-11-03
XML Financial, LLC
DECREASED81,06781,941-874-1%$33.6M$33.7M+$179.8K2026-10-29
Sachem Hill LLC
DECREASED80,33881,776-1,438-2%$33.5M$33.4M-$56.2K2026-10-14
Opus Capital Group, LLC
DECREASED80,03780,310-2730%$32.9M$33.3K-$32.9M2026-10-30
ACT Wealth Management, LLC
DECREASED79,83381,458-1,625-2%$33.4M$33.2M-$136.4K2026-10-09
Allen Investment Management, LLC
UNCHANGED71,10471,10400%$29.1M$29.6M+$459.3K2026-11-03
Modera Wealth Management, LLC
INCREASED67,27166,971+300+0%$27.4M$28.0M+$569.0K2026-10-28
Mission Wealth Management, LP
DECREASED59,50163,095-3,594-6%$25.8M$24.8M-$1.1M2026-10-15
Perigon Wealth Management, LLC
DECREASED55,73957,200-1,461-3%$23.4M$23.2M-$228.9K2026-10-22
Heritage Investment Group, Inc.
DECREASED55,10556,371-1,266-2%$23.1M$22.9M-$153.1K2026-11-03
Paladin Partners, LLC
INCREASED55,02252,335+2,687+5%$21.4M$22.9M+$1.5M2026-10-06
Constellation Investments, Inc.
DECREASED54,987101,441-46,454-46%$41.5M$22.9M-$18.7M2026-10-28
Cornerstone Wealth Group, LLC
DECREASED54,91758,420-3,503-6%$23.9M$22.9M-$1.1M2026-11-02
Single Point Partners, LLC
DECREASED54,60655,525-919-2%$22.7M$22.7M-$13.8K2026-10-19
TD Private Client Wealth LLC
INCREASED53,94536,978+16,967+46%$15.1M$22.4M+$7.3M2026-10-28
Centerpoint Advisors, LLC
DECREASED53,36553,853-488-1%$22.1M$22.2M+$154.0K2026-11-05
HB Wealth Management, LLC
INCREASED52,71243,288+9,424+22%$17.7M$21.9M+$4.2M2026-10-23
Thrivent Financial for Lutherans
DECREASED51,58052,719-1,139-2%$21.5M$21.5M-$18.0K2026-11-05
Mullaney, Keating & Wright, Inc.
DECREASED51,14352,031-888-2%$21.3M$21.3M-$24.4K2026-10-19
Citigroup Inc
INCREASED50,74149,482+1,259+3%$20.3M$21.1M+$852.0K2026-11-04
Wealthcare Advisory Partners LLC
INCREASED48,11146,059+2,052+4%$18.9M$20.0M+$1.2M2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED47,48549,009-1,524-3%$20.1M$19.8M-$309.3K2026-10-22
Trust Point Inc.
UNCHANGED46,86846,86800%$19.2M$19.5M+$310.7K2026-10-27
Daido Life Insurance Co
UNCHANGED43,60243,60200%$17.9M$18.1M+$289.0K2026-11-05
Latigo Investments, LLC
UNCHANGED42,55642,55600%$17.4M$17.7M+$282.1K2026-10-29
New England Private Wealth Advisors LLC
UNCHANGED41,79041,79000%$16.9M$17.4M+$499.5K2026-10-19
Farther Finance Advisors, LLC
DECREASED39,83842,306-2,468-6%$17.3M$16.6M-$744.1K2026-10-08
YHB Investment Advisors, Inc.
DECREASED39,51340,621-1,108-3%$16.6M$16.4M-$191.7K2026-10-08
Chartist Inc
DECREASED37,90638,886-980-3%$15.9M$15.8M-$150.1K2026-11-04
Glenview Trust Co
DECREASED37,61539,578-1,963-5%$16.2M$15.7M-$554.5K2026-10-28
Quadrant Capital Group LLC
DECREASED35,43158,956-23,525-40%$24.1M$15.1M-$9.1M2026-10-20
Vise Technologies, Inc.
INCREASED34,54127,538+7,003+25%$11.3M$14.4M+$3.1M2026-10-29
Unique Wealth, LLC
INCREASED33,94432,447+1,497+5%$13.3M$14.1M+$837.8K2026-10-16
Smith Chas P & Associates PA Cpas
UNCHANGED33,47733,47700%$13.7M$14.0M+$243.4K2026-10-22
ETF Portfolio Partners, Inc.
DECREASED33,18633,269-830%$13.6M$13.8M+$186.0K2026-10-22
Citizens Financial Group Inc
DECREASED32,08536,595-4,510-12%$15.0M$13.4M-$1.6M2026-10-23
Fifth Third Securities, Inc.
INCREASED31,32111,387+19,934+175%$4.7M$13.0M+$8.4M2026-10-21
1900 Wealth Management LLC
INCREASED30,76830,692+76+0%$12.6M$12.8M+$235.3K2026-10-13
Fire Capital Management LLC
INCREASED30,41329,117+1,296+4%$11.9M$12.7M+$732.4K2026-10-27
Bokf, NA
DECREASED30,3861,281,418-1,251,032-98%$524.7M$12.6M-$512.1M2026-10-27
Belvedere Trading LLC
NEW29,023—+29,023——$12.1M—2026-11-05
Hamilton Capital, LLC
UNCHANGED28,90528,90500%$11.8M$12.0M+$191.6K2026-10-08
Firestone Capital Management
UNCHANGED28,56028,56000%$11.7M$11.9M+$189.5K2026-11-03
North Star Investment Management Corp.
UNCHANGED28,31028,31000%$11.6M$11.8M+$187.7K2026-10-27
Centerline Wealth Advisors, LLC
INCREASED28,23227,477+755+3%$11.3M$11.7M+$496.3K2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED28,10928,10900%$11.5M$11.7M+$186.4K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED27,70710,343+17,364+168%$4.2M$11.5M+$7.3M2026-10-16
Parkside Financial Bank & Trust
DECREASED26,94627,259-313-1%$11.2M$11.2M+$50.5K2026-10-27
Sepio Capital, LP
UNCHANGED26,73726,73700%$10.9M$11.1M+$177.4K2026-10-22
GC Wealth Management RIA, LLC
INCREASED26,12024,847+1,273+5%$10.2M$10.9M+$694.6K2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED25,59825,59800%$10.5M$10.7M+$169.7K2026-10-22
Brown Financial Advisory
DECREASED25,33727,165-1,828-7%$11.1M$10.5M-$580.6K2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED25,12425,154-300%$10.3M$10.5M+$154.3K2026-10-09
Corepath Wealth Partners LLC
DECREASED24,74026,264-1,524-6%$10.7M$10.5M-$227.8K2026-10-21
American National Bank & Trust
DECREASED24,54425,102-558-2%$10.3M$10.2M-$65.8K2026-10-07
Arcadia Investment Advisors LLC
DECREASED23,95024,081-131-1%$9.9M$10.0M+$105.1K2026-10-13
BayBridge Capital Group, LLC
INCREASED23,0761,487+21,589+1452%$608.9K$9.6M+$9.0M2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED23,03923,035+4+0%$9.4M$9.6M+$154.4K2026-10-20
Apella Capital, LLC
INCREASED22,17517,927+4,248+24%$7.3M$9.4M+$2.1M2026-10-08
MV Capital Management, Inc.
DECREASED21,54523,234-1,689-7%$9.5M$9.0M-$548.8K2026-10-29
Omega Financial Group, LLC
DECREASED21,25522,301-1,046-5%$9.1M$8.8M-$287.3K2026-10-29
Klingman & Associates, LLC
DECREASED20,73921,719-980-5%$8.9M$8.6M-$263.8K2026-10-20
Spire Wealth Management
INCREASED20,61720,613+4+0%$8.4M$8.6M+$138.1K2026-10-30
Evanson Financial, LLC
INCREASED20,54220,532+10+0%$8.4M$8.5M+$140.5K2026-10-23
Monument Capital Management
INCREASED19,93319,735+198+1%$8.1M$8.3M+$213.2K2026-10-09
Regions Financial Corp
INCREASED19,69419,686+8+0%$8.1M$8.2M+$133.8K2026-11-05
Breakwater Capital Group
INCREASED19,64519,355+290+2%$7.9M$8.2M+$249.2K2026-10-09
Pacific Capital Wealth Advisors, Inc.
UNCHANGED19,23419,23400%$7.9M$8.0M+$127.5K2026-10-22
Sage Mountain Advisors LLC
DECREASED19,06519,136-710%$7.8M$7.9M+$97.3K2026-11-02
Mather Group, Llc.
INCREASED18,92818,712+216+1%$7.7M$7.9M+$214.0K2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED18,77517,295+1,480+9%$7.1M$7.8M+$730.3K2026-11-03
Keybank National Association
DECREASED18,54118,807-266-1%$7.7M$7.7M+$14.0K2026-11-04
Bayshore Capital Advisors, LLC
INCREASED18,46118,456+5+0%$7.6M$7.7M+$124.2K2026-11-02
KFG LLC
NEW18,205—+18,205——$7.6M—2026-11-02
StoryOne LLC
INCREASED18,1929,116+9,076+100%$3.7M$7.6M+$3.8M2026-10-13
Stegner Investment Associates Inc.
DECREASED17,91818,226-308-2%$7.5M$7.5M-$7.5K2026-10-15
Csenge Advisory Group
INCREASED17,70217,435+267+2%$7.1M$7.4M+$226.8K2026-11-04
Garde Capital, Inc.
DECREASED17,33617,363-270%$7.1M$7.2M+$103.9K2026-10-29
Xponance LLC
INCREASED17,13116,329+802+5%$6.7M$7.1M+$442.0K2026-11-03
Highland Capital Management, LLC
INCREASED17,07817,005+73+0%$7.0M$7.1M+$143.1K2026-10-26
Prospera Financial Services Inc
INCREASED16,56415,403+1,161+8%$6.3M$6.8M+$534.2K2026-11-04
Avestar Capital, LLC
DECREASED16,43819,539-3,101-16%$8.0M$6.8M-$1.2M2026-10-28
Chicago Partners Investment Group LLC
INCREASED16,07715,402+675+4%$6.2M$6.7M+$455.6K2026-10-27
Bensler, LLC
DECREASED16,02216,283-261-2%$6.7M$6.7M-$8932026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED15,91315,763+150+1%$6.5M$6.6M+$166.9K2026-10-29
Woodward Financial Advisors, Inc.
DECREASED15,44715,755-308-2%$6.5M$6.4M-$23.5K2026-10-19
Sentinel Pension Advisors, LLC
DECREASED15,39515,556-161-1%$6.3M$6.4M+$79.5K2026-11-02
Florida Trust Wealth Management Co
UNCHANGED15,25015,25000%$6.2M$6.3M+$101.1K2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED15,17213,058+2,114+16%$5.3M$6.3M+$966.4K2026-10-08
Peoples Bank
DECREASED15,04115,071-300%$6.2M$6.3M+$87.4K2026-10-26
Owl Creek Wealth Partners LLC
DECREASED14,99015,038-480%$6.2M$6.2M+$79.6K2026-10-20
SigFig Wealth Management, LLC
DECREASED14,91215,111-199-1%$6.1M$6.2M+$65.6K2026-10-07
Parsons Capital Management Inc
INCREASED14,89714,011+886+6%$5.7M$6.2M+$461.6K2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED14,85615,153-297-2%$6.2M$6.2M-$22.9K2026-10-16
Shelton Wealth Management, LLC
DECREASED14,84314,931-88-1%$6.1M$6.2M+$62.4K2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED14,79814,008+790+6%$5.7M$6.2M+$466.7K2026-10-13
Anchor Capital Advisors LLC
INCREASED14,55114,490+61+0%$5.9M$6.1M+$121.5K2026-11-05
Sageworth Trust Co
UNCHANGED14,27014,27000%$5.8M$5.9M+$94.6K2026-10-30
Seneca Financial Advisors LLC
INCREASED14,15614,138+18+0%$5.8M$5.9M+$101.2K2026-10-28
Harbor Investment Advisory, LLC
DECREASED13,73514,025-290-2%$5.7M$5.7M-$27.7K2026-10-13
Lodestar Private Asset Management LLC
DECREASED13,35413,641-287-2%$5.6M$5.6M-$28.8K2026-10-26
Valeo Financial Advisors, LLC
INCREASED13,34913,345+4+0%$5.5M$5.6M+$89.8K2026-10-08
Waldron Private Wealth LLC
DECREASED13,25813,466-208-2%$5.5M$5.5M+$2.7K2026-11-02
AlphaCore Capital LLC
DECREASED13,13913,855-716-5%$5.7M$5.5M-$206.4K2026-11-04
Plancorp, LLC
INCREASED12,87112,870+1+0%$5.3M$5.3M+$39.6K2026-11-03
St. Clair Advisors, LLC
INCREASED12,83012,828+2+0%$5.3M$5.3M+$85.9K2026-10-13
Midwest Trust Co
DECREASED12,81013,241-431-3%$5.4M$5.3M-$91.6K2026-10-22
Avior Wealth Management, LLC
DECREASED12,79213,055-263-2%$5.3M$5.3M-$23.9K2026-10-13
Crestwood Advisors Group, LLC
UNCHANGED12,66812,66800%$5.2M$5.3M+$84.0K2026-10-27
Moisand Fitzgerald Tamayo, LLC
DECREASED12,62012,706-86-1%$5.2M$5.3M+$48.5K2026-10-15
J.W. Cole Advisors, Inc.
DECREASED12,60912,703-94-1%$5.2M$5.2M+$45.4K2026-11-05
Compound Planning, Inc.
DECREASED12,58517,492-4,907-28%$7.2M$5.2M-$1.9M2026-11-05
Ascentis Independent Advisors
NEW12,506—+12,506——$5.2M—2026-11-03
Strategic Blueprint, LLC
DECREASED12,48212,725-243-2%$5.2M$5.2M-$16.4K2026-10-22
Summit Financial Strategies, Inc.
DECREASED12,35512,396-410%$5.1M$5.1M+$65.1K2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED12,12812,12800%$5.0M$5.0M+$80.4K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED12,06311,966+97+1%$4.9M$5.0M+$119.7K2026-10-27
Members Wealth LLC
INCREASED11,9909,497+2,493+26%$3.9M$5.1M+$1.2M2026-10-20
Visionary Wealth Advisors
DECREASED11,98812,169-181-1%$5.0M$5.0M+$5.3K2026-11-04
Linscomb Wealth, Inc.
DECREASED11,85711,988-131-1%$4.9M$4.9M+$25.0K2026-11-05
Calamos Wealth Management LLC
INCREASED11,74910,608+1,141+11%$4.3M$4.9M+$545.1K2026-11-02
Philadelphia Trust Co
DECREASED11,57811,628-500%$4.8M$4.8M+$56.0K2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED11,56310,282+1,281+12%$4.2M$4.8M+$601.2K2026-11-02
Corundum Group, Inc.
INCREASED11,47410,981+493+4%$4.5M$4.8M+$278.0K2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED11,20710,355+852+8%$4.2M$4.7M+$423.2K2026-10-16
Investment Partners, Ltd.
NEW11,174—+11,174——$4.6M—2026-10-29
HUB Investment Partners, LLC
INCREASED11,05410,795+259+2%$4.4M$4.6M+$179.3K2026-11-03
Americana Partners, LLC
UNCHANGED10,96110,96100%$4.5M$4.6M+$72.7K2026-10-28
Cherrydale Wealth Management, LLC
INCREASED10,94910,854+95+1%$4.4M$4.6M+$111.3K2026-10-20
Trust Co of Tennessee
UNCHANGED10,66410,66400%$4.4M$4.4M+$70.7K2026-10-16
Intrua Financial, LLC
DECREASED10,57811,097-519-5%$4.5M$4.4M-$142.4K2026-10-28
Mitchell Sinkler & Starr
INCREASED10,47510,125+350+3%$4.1M$4.4M+$212.8K2026-10-13
Northern Lights Advisors, Inc.
UNCHANGED10,40010,40000%$4.3M$4.3M+$69.0K2026-10-21
Sentinel Advisory Group, LLC
DECREASED10,23510,308-73-1%$4.2M$4.3M+$38.0K2026-10-20
Ascent Group, LLC
DECREASED10,10010,506-406-4%$4.3M$4.2M-$99.4K2026-10-30
Phillips Financial Management, LLC
DECREASED10,05110,087-360%$4.1M$4.2M+$51.9K2026-10-19
MKD Wealth Coaches, LLC
UNCHANGED10,02210,02200%$4.1M$4.2M+$66.4K2026-10-09
Connecticut Wealth Management, LLC
DECREASED10,00210,543-541-5%$4.3M$4.2M-$155.3K2026-10-13
Integrated Advisors Network LLC
DECREASED9,92210,238-316-3%$4.2M$4.1M-$63.5K2026-10-20
Evensky & Katz LLC
INCREASED9,8439,820+23+0%$4.0M$4.1K-$4.0M2026-10-27
BIP Wealth, LLC
INCREASED9,8149,617+197+2%$3.9M$4.1M+$145.5K2026-10-22
Portfolio Resources Advisor Group, Inc.
DECREASED9,8129,907-95-1%$4.1M$4.1M+$26.2K2026-10-20
Forvis Mazars Wealth Advisors, LLC
UNCHANGED9,6369,63600%$3.9M$4.0M+$63.9K2026-10-13
G2 Capital Management, LLC / OH
UNCHANGED9,5659,56500%$3.9M$4.0M+$63.7K2026-10-23
Fairway Wealth LLC
INCREASED9,5012,016+7,485+371%$825.4K$4.0M+$3.1M2026-10-30
Greenspring Advisors, LLC
INCREASED9,4444,722+4,722+100%$1.9M$3.9M+$2.0M2026-11-05
Ellis Investment Partners, LLC
INCREASED9,3669,358+8+0%$3.8M$3.9M+$65.3K2026-10-21
FSA Wealth Partners, Inc.
DECREASED9,30110,063-762-8%$4.1M$3.9M-$250.4K2026-10-26
Precedent Wealth Partners, LLC
DECREASED9,2899,446-157-2%$3.9M$3.9M-$2.7K2026-10-21
LCW Services, LLC
INCREASED9,2838,433+850+10%$3.5M$3.9M+$409.6K2026-10-21
Harbour Capital Advisors, LLC
DECREASED9,2309,730-500-5%$4.0M$3.8M-$178.7K2026-10-13
Ashford Advisors, LLC
UNCHANGED9,1059,10500%$3.7M$3.8M+$60.4K2026-11-02
Welch & Forbes LLC
UNCHANGED9,0379,03700%$3.7M$3.8M+$59.9K2026-11-04
Assetmark, Inc
INCREASED8,9977,540+1,457+19%$3.1M$3.7M+$656.2K2026-10-21
Cambridge Financial Group, LLC
UNCHANGED8,9628,96200%$3.7M$3.7M$02026-10-06
King Luther Capital Management Corp
DECREASED8,7309,985-1,255-13%$4.1M$3.6M-$456.0K2026-11-05
WealthTrust Asset Management, LLC
DECREASED8,71717,637-8,920-51%$7.2M$3.6M-$3.6M2026-10-22
Lmcg Investments, LLC
DECREASED8,7148,998-284-3%$3.7M$3.6M-$58.5K2026-10-21
IFP Advisors, Inc
INCREASED8,4958,043+452+6%$3.3M$3.5M+$241.4K2026-10-16
Security Financial Services, Inc.
DECREASED8,4188,474-56-1%$3.5M$3.5M+$32.9K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED8,4028,447-45-1%$3.5M$3.5M+$37.0K2026-10-20
GHP Investment Advisors, Inc.
DECREASED8,3668,654-288-3%$3.5M$3.5M-$62.4K2026-10-15
Fiduciary Financial Group, LLC
UNCHANGED8,3128,31200%$3.4M$3.5M+$55.1K2026-10-13
Bear Mountain Capital, Inc.
UNCHANGED8,2968,29600%$3.4M$3.5M+$43.9K2026-11-04
Forteris Wealth Management Inc.
DECREASED8,2358,364-129-2%$3.4M$3.4M+$1.8K2026-10-13
Capital Investment Advisors, LLC
INCREASED8,2343,983+4,251+107%$1.6M$3.4M+$1.8M2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED8,0918,066+25+0%$3.3M$3.4M+$63.9K2026-11-04
Certuity, LLC
INCREASED7,9607,959+1+0%$3.3M$3.3M+$53.1K2026-11-02
Fragasso Financial Advisors Inc
DECREASED7,9378,035-98-1%$3.3M$3.4M+$85.5K2026-10-13
Topel & Distasi Wealth Management, LLC
DECREASED7,9297,934-50%$3.2M$3.3M+$50.5K2026-11-05
TFC Financial Management, Inc.
UNCHANGED7,7657,76500%$3.2M$3.2M+$51.6K2026-10-26
Box Hill Private Wealth LLC
INCREASED7,7447,296+448+6%$3.0M$3.2M+$234.7K2026-10-05
Selby Wealth Management, LLC
DECREASED7,6587,785-127-2%$3.2M$3.2M-$1.2K2026-10-16
EverSource Wealth Advisors, LLC
DECREASED7,6047,609-50%$3.1M$3.2M+$48.4K2026-11-04
Center for Wealth Management Advisory
UNCHANGED7,5997,59900%$3.1M$3.2M+$50.4K2026-10-23
Acropolis Investment Management, LLC
UNCHANGED7,5587,55800%$3.1M$3.1M+$50.1K2026-10-08
Asset Dedication, LLC
INCREASED7,3876,475+912+14%$2.7M$3.1M+$422.4K2026-11-03
Ferguson Wellman Capital Management, Inc
UNCHANGED7,3487,34800%$3.0M$3.1M+$48.7K2026-10-05
Johnson Financial Group, LLC
DECREASED7,3417,342-10%$3.0M$3.1M+$48.4K2026-11-03
Parallel Advisors, LLC
DECREASED7,2947,630-336-4%$3.1M$3.0M-$89.2K2026-11-03
J.Safra Asset Management Corp
DECREASED7,27111,815-4,544-38%$4.8M$3.0M-$1.8M2026-11-03
Capital City Trust Co
INCREASED7,2615,884+1,377+23%$2.4M$3.0M+$612.0K2026-10-22
Gemmer Asset Management LLC
INCREASED7,1347,099+35+0%$2.9M$3.0M+$61.3K2026-10-16
DWR Wealth Management, LLC
UNCHANGED7,1177,11700%$2.9M$3.0M+$77.9K2026-10-13
Hillcrest Wealth Advisors - NY, LLC
DECREASED7,1007,625-525-7%$3.1M$3.0M-$167.9K2026-10-22
BigSur Wealth Management LLC
UNCHANGED7,1007,10000%$2.9M$3.0M+$47.1K2026-10-13
Retirement Planning Group, LLC
INCREASED7,0886,712+376+6%$2.7M$2.9M+$201.1K2026-10-19
Sage Financial Group Inc
DECREASED7,0437,083-40-1%$2.9M$2.9M+$30.3K2026-10-27
Gryphon Financial Partners LLC
DECREASED6,9857,159-174-2%$2.9M$2.9M-$24.9K2026-11-04
Foundation Wealth Management, Llc\pa
UNCHANGED6,9796,97900%$2.9M$2.9M+$46.3K2026-10-14
Obsidian CIO, LLC
DECREASED6,9569,469-2,513-27%$3.9M$2.9M-$983.1K2026-11-05
Accredited Investors Inc.
UNCHANGED6,9156,91500%$2.8M$2.9M+$45.8K2026-11-03
Fulton Bank, N.A.
UNCHANGED6,8816,88100%$2.8M$2.9M+$45.6K2026-10-14
James Investment Research, Inc.
DECREASED6,8756,880-50%$2.8M$2.9M+$43.5K2026-10-22
Joel Isaacson & Co., LLC
INCREASED6,8596,328+531+8%$2.6M$2.9M+$262.7K2026-11-05
Orrstown Financial Services Inc
UNCHANGED6,8026,80200%$2.8M$2.8M+$45.1K2026-10-14
CFM Wealth Partners LLC
INCREASED6,7746,745+29+0%$2.8M$2.8M+$56.8K2026-11-05
Cranbrook Wealth Management, LLC
DECREASED6,7528,229-1,477-18%$3.4M$2.8M-$560.1K2026-10-28
Sellwood Investment Partners LLC
UNCHANGED6,6906,69000%$2.7M$2.8M+$44.4K2026-11-03
Beacon Financial Group
DECREASED6,6796,916-237-3%$2.8M$2.8M-$52.8K2026-10-19
M Holdings Securities, Inc.
NEW6,613—+6,613——$2.7M—2026-11-03
Landaas & Co
INCREASED6,5196,476+43+1%$2.7M$2.7M+$60.8K2026-10-29
First Citizens Bank & Trust Co
INCREASED6,4806,319+161+3%$2.6M$2.7M+$108.9K2026-10-14
NorthCrest Asset Manangement, LLC
INCREASED6,4336,019+414+7%$2.5M$2.7M+$240.6K2026-10-13
ZWJ Investment Counsel Inc
DECREASED6,3376,372-35-1%$2.6M$2.6M+$27.7K2026-10-15
Fort Washington Investment Advisors Inc
DECREASED6,3126,370-58-1%$2.6M$2.6M+$18.1K2026-10-15
Genesee Capital Advisors, LLC
DECREASED6,2786,290-120%$2.6M$2.6M+$36.8K2026-10-20
D.A. Davidson & Co.
INCREASED6,2516,236+15+0%$2.6M$2.6M+$47.7K2026-10-28
Eagle Bay Advisors LLC
DECREASED6,2236,473-250-4%$2.7M$2.6M-$61.1K2026-10-16
New Wave Wealth Advisors LLC
DECREASED6,21612,090-5,874-49%$5.0M$2.6M-$2.3M2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED6,2045,923+281+5%$2.4M$2.6M+$154.7K2026-11-05
Prairie Advisory, LLC
INCREASED6,1963,094+3,102+100%$1.3M$2.6M+$1.3M2026-10-19
Rossmore Private Capital
DECREASED6,0706,095-250%$2.5M$2.5M+$30.0K2026-10-27
GenWealth Group, Inc.
DECREASED6,0676,229-162-3%$2.6M$2.5M-$26.1K2026-10-16
Zenith Solutions, Inc.
DECREASED5,9955,998-30%$2.5M$2.5M+$38.6K2026-10-19
Vision Capital Management, Inc.
DECREASED5,9466,146-200-3%$2.5M$2.5M-$42.5K2026-10-20
Nadler Financial Group, Inc.
DECREASED5,8716,111-240-4%$2.5M$2.4M-$59.4K2026-10-23
TritonPoint Partners, LLC
INCREASED5,8282,448+3,380+138%$1.0M$2.4M+$1.4M2026-11-05
Layline Advisors, LLC
INCREASED5,8075,457+350+6%$2.2M$2.4M+$181.6K2026-11-02
Horst & Graben Wealth Management LLC
DECREASED5,7825,797-150%$2.4M$2.4M+$35.7K2026-11-02
Allegheny Financial Group
DECREASED5,7636,195-432-7%$2.5M$2.4M-$138.8K2026-11-05
Manchester Capital Management LLC
DECREASED5,7055,780-75-1%$2.4M$2.4M+$7.1K2026-10-22
Forum Financial Management, LP
UNCHANGED5,7025,70200%$2.3M$2.4M+$37.8K2026-10-16
Berman McAleer LLC
DECREASED5,6875,769-82-1%$2.4M$2.4M+$4.1K2026-10-16
Wealthcare Capital Management LLC
INCREASED5,6624,774+888+19%$2.0M$2.4M+$401.2K2026-10-21
Townsend Asset Management Corp
INCREASED5,4745,468+6+0%$2.2M$2.3M+$38.8K2026-10-29
TSA Wealth Managment LLC
DECREASED5,4356,552-1,117-17%$2.7M$2.3M-$421.4K2026-10-22
Auour Investments LLC
DECREASED5,4195,537-118-2%$2.3M$2.3M-$12.3K2026-10-28
Aspen Investment Management Inc
INCREASED5,3725,369+3+0%$2.2K$2.2M+$2.2M2026-11-05
SC&H Financial Advisors, Inc.
INCREASED5,2825,280+2+0%$2.2M$2.2M+$36.0K2026-10-14
Nemes Rush Group LLC
DECREASED5,2755,382-107-2%$2.2M$2.2M-$9.2K2026-11-04
Capital Asset Advisory Services LLC
DECREASED5,2675,510-243-4%$2.3M$2.2M-$58.8K2026-10-30
ADE, LLC
DECREASED5,2085,487-279-5%$2.2M$2.2M-$79.8K2026-10-29
Aviso Wealth Management
UNCHANGED5,2005,20000%$2.1M$2.2M+$34.5K2026-11-04
Lunt Capital Management, Inc.
UNCHANGED5,1935,19300%$2.1M$2.2M+$34.4K2026-10-30
Livet Wealth, LLC
INCREASED5,1585,153+5+0%$2.1M$2.1M+$36.1K2026-10-27
Landmark Wealth Management, LLC
INCREASED5,1275,110+17+0%$2.1M$2.1M+$40.7K2026-11-03
Carrera Capital Advisors
INCREASED5,1005,088+12+0%$2.1M$2.1M+$38.9K2026-11-03
Eastern Bank
DECREASED5,0785,194-116-2%$2.1M$2.1M-$13.8K2026-10-05
Facet Wealth, Inc.
INCREASED5,0444,818+226+5%$2.0M$2.1M+$126.0K2026-11-04
Indivisible Partners
INCREASED5,0364,458+578+13%$1.8M$2.1M+$270.1K2026-10-26
Morton Capital Management LLC
DECREASED5,0025,039-37-1%$2.1M$2.1M+$18.0K2026-10-23
Peddock Capital Advisors, LLC
DECREASED4,9015,120-219-4%$2.1M$2.0M-$57.2K2026-10-16
Detalus Advisors, LLC
DECREASED4,8354,852-170%$2.0M$2.0M+$25.1K2026-10-15
Cypress Wealth Services, LLC
DECREASED4,8144,911-97-2%$2.0M$2.0M+$38.2K2026-10-21
VestGen Advisors, LLC
DECREASED4,7744,950-176-4%$2.0M$2.0M-$40.4K2026-10-27
Adkins Seale Capital Management LLC
UNCHANGED4,7734,77300%$2.0M$2.0M+$31.6K2026-10-27
Asempa Wealth Advisors
DECREASED4,7115,169-458-9%$2.1M$2.0M-$152.4K2026-10-07
Wedmont Private Capital
INCREASED4,7114,708+3+0%$1.9M$2.0M+$45.7K2026-10-09
LBJ Family Wealth Advisors, Ltd.
INCREASED4,6704,662+8+0%$1.9K$1.9K+$492026-10-01
Sightline Wealth Advisors, LLC
DECREASED4,6596,209-1,550-25%$2.5M$1.9M-$603.6K2026-10-21
Oppenheimer & Co Inc
INCREASED4,6534,413+240+5%$1.8M$1.9M+$129.1K2026-10-26
Procyon Advisors, LLC
DECREASED4,6264,748-122-3%$1.9M$1.9M-$19.3K2026-10-21
Hoxton Planning & Management, LLC
DECREASED4,6094,643-34-1%$1.9M$1.9M+$16.6K2026-10-15
First Financial Corp
UNCHANGED4,5974,59700%$1.9M$1.9M+$30.5K2026-10-13
Parisi Gray Wealth Management
DECREASED4,5844,621-37-1%$1.9M$1.9M+$15.1K2026-10-16
Finley Financial, LLC
DECREASED4,5454,745-200-4%$1.9M$1.9M-$47.9K2026-10-28
Frank, Rimerman Advisors LLC
UNCHANGED4,5354,53500%$1.9M$1.9M+$30.1K2026-10-16
Sharkey, Howes & Javer
INCREASED4,5254,517+8+0%$1.8M$1.9M+$33.2K2026-10-22
Grandfield & Dodd, LLC
UNCHANGED4,5234,52300%$1.9M$1.9M+$30.0K2026-10-29
TD Waterhouse Canada Inc.
INCREASED4,4823,600+882+25%$1.5M$1.9M+$397.4K2026-10-16
Diversify Advisory Services, LLC
INCREASED4,4654,148+317+8%$1.7M$1.9M+$203.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED4,4654,148+317+8%$1.7M$1.9M+$203.8K2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED4,3604,410-50-1%$1.8M$1.8M+$8.4K2026-10-06
Independent Financial Group, LLC
INCREASED4,3454,093+252+6%$1.7M$1.8M+$131.9K2026-10-13
Peck Wealth Management, LLC
DECREASED4,2884,291-30%$1.8M$1.8M+$27.2K2026-10-29
Tanager Wealth Management LLP
INCREASED4,2783,850+428+11%$1.6M$1.8M+$203.6K2026-10-19
Meridian Wealth Management, LLC
DECREASED4,2724,381-109-2%$1.8M$1.8M-$16.3K2026-11-05
First Business Financial Services, Inc.
UNCHANGED4,2444,24400%$1.7M$1.8M+$28.1K2026-10-29
True North Advisors, LLC
UNCHANGED4,2194,21900%$1.7M$1.8M+$28.0K2026-10-22
Certified Advisory Corp
DECREASED4,1244,278-154-4%$1.8M$1.7M-$35.6K2026-10-29
Fifth Third Wealth Advisors LLC
UNCHANGED4,0894,08900%$1.7M$1.7M+$27.1K2026-10-22
AdvisorNet Financial, Inc
DECREASED4,0344,049-150%$1.7M$1.7M+$35.2K2026-10-15
Andrews, Lucia Wealth Management LLC
UNCHANGED3,9913,99100%$1.6M$1.7M+$26.5K2026-11-02
McCarthy Asset Management, Inc.
INCREASED3,9433,939+4+0%$1.6M$1.6M+$28.1K2026-10-20
Eagle Strategies LLC
INCREASED3,9373,928+9+0%$1.6M$1.6M+$30.0K2026-10-16
Neumann Capital Management, LLC
DECREASED3,9303,978-48-1%$1.6M$1.6M+$6.4K2026-10-15
Larson Financial Group LLC
INCREASED3,8973,896+1+0%$1.6M$1.6M+$26.5K2026-11-05
FSM Wealth Advisors, LLC
DECREASED3,8924,049-157-4%$1.7M$1.6M-$13.6K2026-10-27
Key FInancial Inc
UNCHANGED3,8803,88000%$1.6M$1.6M+$25.7K2026-11-02
Lloyd Advisory Services, Llc.
NEW3,862—+3,862——$1.6M—2026-11-02
Balance Wealth Partners LLC
DECREASED3,8394,261-422-10%$1.7M$1.6M-$147.6K2026-10-27
Eagle Wealth Strategies LLC
DECREASED3,8303,834-40%$1.6M$1.6M+$23.7K2026-10-20
Kendall Capital Management
UNCHANGED3,8183,81800%$1.6M$1.6M+$25.3K2026-10-23
Associated Banc-Corp
INCREASED3,7323,728+4+0%$1.5M$1.6M+$26.4K2026-10-30
Brookstone Capital Management
INCREASED3,7003,589+111+3%$1.5M$1.5M+$69.9K2026-10-22
Petredis Investment Advisors LLC
UNCHANGED3,6843,68400%$1.5M$1.5M+$24.4K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED3,6833,172+511+16%$1.3M$1.5M+$233.5K2026-10-30
James J. Burns & Company, LLC
DECREASED3,6653,863-198-5%$1.6M$1.5M-$56.9K2026-10-22
Equitable Trust Co
DECREASED3,6543,896-242-6%$1.6M$1.5M-$74.9K2026-10-13
ASL Financial, LLC
UNCHANGED3,6503,65000%$1.5M$1.5M+$24.2K2026-10-15
Prevail Innovative Wealth Advisors, LLC
NEW3,609—+3,609——$1.5M—2026-10-20
Gilpin Wealth Management, LLC
DECREASED3,5963,641-45-1%$1.5M$1.5M+$5.4K2026-10-09
Hilltop National Bank
UNCHANGED3,5683,56800%$1.5M$1.5M+$23.7K2026-10-14
Cypress Capital Group
DECREASED3,5443,620-76-2%$1.5M$1.5M-$7.6K2026-11-03
Whitegate Investment Counselors, Inc.
UNCHANGED3,5433,54300%$1.5M$1.5M+$23.5K2026-11-02
W.H. Cornerstone Investments Inc.
INCREASED3,5353,527+8+0%$1.4M$1.5M+$26.9K2026-11-03
Focus Financial Network, Inc.
DECREASED3,5054,867-1,362-28%$2.0M$1.5M-$534.5K2026-10-14
Rockwood Wealth Management, LLC
INCREASED3,4913,071+420+14%$1.3M$1.5M+$195.1K2026-10-27
Cornerstone Wealth Management, LLC
INCREASED3,4792,031+1,448+71%$831.5K$1.4M+$616.1K2026-11-04
Decker Wealth Management LLC
UNCHANGED3,4633,46300%$1.4M$1.4M+$23.0K2026-10-09
Harbor Asset Planning, Inc.
INCREASED3,4183,409+9+0%$1.4M$1.4M+$26.0K2026-10-23
Optimist Retirement Group LLC
UNCHANGED3,4073,40700%$1.4M$1.4M+$22.6K2026-10-30
WealthPlan Investment Management, LLC
INCREASED3,4023,384+18+1%$1.4M$1.4M+$29.9K2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED3,4011,555+1,846+119%$636.9K$1.4M+$778.3K2026-10-14
Pathway Financial Advisors LLC
UNCHANGED3,4003,40000%$1.4M$1.4M+$25.1K2026-10-07
McAdam, LLC
DECREASED3,3623,374-120%$1.4M$1.4M+$17.4K2026-10-21
CFS Investment Advisory Services, LLC
DECREASED3,3423,546-204-6%$1.4M$1.4M-$26.9K2026-10-19
Montecito Bank & Trust
DECREASED3,3343,344-100%$1.4M$1.4M+$18.0K2026-10-01
ARK & TLK Investments, LLC
UNCHANGED3,3313,33100%$1.4M$1.4M+$22.1K2026-10-20
Patten & Patten Inc
UNCHANGED3,3293,32900%$1.4M$1.4M+$22.1K2026-10-26
Ti-Trust, Inc
UNCHANGED3,3173,31700%$1.4M$1.4M+$22.0K2026-10-21
Brandywine OAK Private Wealth LLC
UNCHANGED3,2863,28600%$1.3M$1.4M+$21.8K2026-10-23
Legacy Private Trust Co.
UNCHANGED3,2643,26400%$1.3M$1.4M+$21.6K2026-10-06
Denver PWM, LLC
INCREASED3,2633,255+8+0%$1.4M$1.4M-$27.0K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED3,2283,22800%$1.3M$1.3M+$21.5K2026-10-23
Polaris Investment Advisors, LLC
DECREASED3,2233,225-20%$1.3M$1.3M+$20.5K2026-10-20
Signal Advisors Wealth, LLC
INCREASED3,1782,602+576+22%$1.1M$1.3M+$257.0K2026-10-13
LEE Danner & Bass Inc
DECREASED3,1753,760-585-16%$1.5M$1.3M-$218.5K2026-10-27
Wealth Architects, LLC
UNCHANGED3,1213,12100%$1.3M$1.3M+$20.7K2026-11-03
Waters Parkerson & Co., LLC
UNCHANGED3,1103,11000%$1.3M$1.3M+$20.6K2026-11-04
Benchmark Financial Wealth Advisors, LLC
INCREASED3,1093,101+8+0%$1.3M$1.3M+$24.1K2026-10-20
Davenport & Co LLC
INCREASED3,0963,084+12+0%$1.3M$1.3M+$25.4K2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED3,0553,05500%$1.3M$1.3M+$20.3K2026-10-05
Waterfront Wealth Inc.
INCREASED3,0483,047+1+0%$1.3M$1.3M+$19.7K2026-11-03
Cortland Associates Inc
UNCHANGED3,0383,03800%$1.2M$1.3M+$20.0K2026-10-29
Wesbanco Bank Inc
DECREASED3,0354,866-1,831-38%$2.0M$1.3M-$729.7K2026-11-04
Tassel Capital Management, Inc.
DECREASED3,0073,016-90%$1.2M$1.3M+$16.2K2026-10-20
Atria Investments, Inc
DECREASED2,9946,912-3,918-57%$2.8M$1.2M-$1.6M2026-10-15
Praetorian Wealth Management, Inc.
UNCHANGED2,9852,98500%$1.2M$1.2M+$19.8K2026-10-16
McClarren Financial Advisors, Inc.
INCREASED2,9742,970+4+0%$1.2M$1.2M+$21.4K2026-10-15
IFG Advisors, LLC
DECREASED2,9692,974-50%$1.2M$1.2M+$17.8K2026-10-15
Instrumental Wealth, LLC
INCREASED2,9662,960+6+0%$1.2M$1.2M+$22.1K2026-10-20
BLB&B Advisors, LLC
UNCHANGED2,9622,96200%$1.2M$1.2M+$19.6K2026-10-27
OFS Enterprise LLC
UNCHANGED2,9592,95900%$1.2M$1.2M+$19.6K2026-10-16
Tandem Capital Management Corp
INCREASED2,9502,925+25+1%$1.2M$1.2M+$29.8K2026-10-22
Greenleaf Trust
UNCHANGED2,9322,93200%$1.2M$1.2M+$19.4K2026-10-29
Pinnacle Wealth Planning Services, Inc.
DECREASED2,9282,929-10%$1.2M$1.2M+$19.1K2026-10-27
CJM Wealth Advisers, Ltd.
UNCHANGED2,9262,92600%$1.2M$1.2M+$19.4K2026-10-27
Capital Advisors, Ltd. LLC
DECREASED2,9012,987-86-3%$1.2K$1.2K-$162026-10-27
15 Wealth Advisors LLC
NEW2,861—+2,861——$1.2M—2026-10-14
MGO One Seven LLC
DECREASED2,7452,795-50-2%$1.1M$1.1M-$2.2K2026-10-28
Segment Wealth Management, LLC
UNCHANGED2,7452,74500%$1.1M$1.1M+$18.2K2026-10-26
West Paces Advisors Inc.
DECREASED2,7202,840-120-4%$1.2M$1.1M-$31.1K2026-10-13
Boston Trust Walden Corp
UNCHANGED2,7052,70500%$1.1M$1.1M+$17.9K2026-10-30
Stordahl Capital Management, Inc.
UNCHANGED2,6912,69100%$1.1M$1.1M+$17.8K2026-10-22
Annex Advisory Services, LLC
INCREASED2,6902,346+344+15%$960.7K$1.1M+$158.7K2026-10-16
Penobscot Wealth Management
DECREASED2,6842,707-23-1%$1.1M$1.1M+$8.2K2026-10-21
Pacific Park Financial, Inc.
DECREASED2,6632,780-117-4%$1.1M$1.1M-$30.3K2026-10-13
Fairvoy Private Wealth, LLC
INCREASED2,6572,227+430+19%$912.0K$1.1M+$193.7K2026-10-19
StoneX Group Inc.
INCREASED2,644997+1,647+165%$408.1K$1.1M+$679.3K2026-11-03
Apollon Wealth Management, LLC
INCREASED2,6361,584+1,052+66%$648.5K$1.1M+$448.5K2026-10-23
Shepherd Financial Partners LLC
DECREASED2,6242,627-30%$1.1M$1.1M+$16.2K2026-11-03
Semitam Bonam LLC
DECREASED2,6072,787-180-6%$1.1M$1.1M-$56.5K2026-10-27
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED2,5982,59800%$1.1M$1.1K-$1.1M2026-10-26
RMR Wealth Builders
INCREASED2,5892,588+1+0%$1.1M$1.1M+$17.2K2026-10-22
Tsfg, LLC
DECREASED2,5865,447-2,861-53%$2.2M$1.1K-$2.2M2026-10-23
Mycio Wealth Partners, LLC
INCREASED2,5842,582+2+0%$1.1M$1.1M+$18.2K2026-11-04
First Horizon Corp
DECREASED2,5572,912-355-12%$1.2M$1.1M-$128.4K2026-10-26
Warren Street Wealth Advisors, LLC
DECREASED2,5442,599-55-2%$1.1M$1.1M-$5.7K2026-11-04
Almanack Investment Partners, Llc.
DECREASED2,5425,513-2,971-54%$2.3M$1.1M-$1.2M2026-11-03
Syverson Strege & Co
UNCHANGED2,5292,52900%$1.0M$1.1M+$16.8K2026-11-02
Rockland Trust Co
UNCHANGED2,5192,51900%$1.0M$1.0M+$16.7K2026-10-05
Patten Group, Inc.
DECREASED2,5102,590-80-3%$1.1M$1.0M-$16.1K2026-10-26
Moran Wealth Management, LLC
UNCHANGED2,4842,48400%$1.0M$1.0M+$16.5K2026-10-22
One Advisory Partners, LLC
DECREASED2,4472,521-74-3%$1.0M$1.0M-$14.1K2026-10-22
Rose Capital Advisors LLC
INCREASED2,4361,890+546+29%$774.0K$1.0M+$239.7K2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED2,4242,565-141-5%$1.1M$1.0M-$41.7K2026-10-05
ShoreHaven Wealth Partners, LLC
DECREASED2,4222,446-24-1%$1.0M$1.0M+$6.3K2026-10-16
Tranquility Partners, LLC
DECREASED2,4212,529-108-4%$1.0M$1.0M-$28.2K2026-10-20
First National Trust Co
DECREASED2,4122,700-288-11%$1.1M$1.0M-$101.9K2026-10-28
Moneco Advisors, LLC
INCREASED2,4022,396+6+0%$981.2K$999.5K+$18.3K2026-11-05
Gutierrez Wealth Advisory, LLC
INCREASED2,3952,389+6+0%$978.2K$996.4K+$18.2K2026-11-02
Penney Financial, LLC
UNCHANGED2,3802,38000%$974.6K$990.4K+$15.8K2026-10-20
Willis Johnson Wealth, Inc.
DECREASED2,3572,514-157-6%$1.0M$980.7K-$48.9K2026-11-03
NWF Advisory Services Inc.
INCREASED2,3552,351+4+0%$962.7K$980.0K+$17.3K2026-10-19
Carnegie Investment Counsel
UNCHANGED2,3222,32200%$950.9K$966.3K+$15.4K2026-10-20
Optivise Advisory Services LLC
DECREASED2,3132,426-113-5%$993.4K$962.4K-$30.9K2026-10-19
Retirement Wealth Solutions LLC
INCREASED2,3022,274+28+1%$931.2K$957.9K+$26.7K2026-10-07
Vontobel Holding Ltd.
UNCHANGED2,3002,30000%$941.9K$957.1K+$15.2K2026-10-16
Enzi Wealth
DECREASED2,2862,292-60%$943.1K$971.0K+$27.9K2026-10-14
Next Level Private LLC
INCREASED2,2712,268+3+0%$928.6K$945.0K+$16.5K2026-10-20
Palatine Hill Wealth Management, LLC
DECREASED2,2442,247-30%$920.1K$933.8K+$13.6K2026-11-03
Westbourne Investment Advisors, Inc.
UNCHANGED2,2402,24000%$917.3K$932.1K+$14.9K2026-10-20
Salem Investment Counselors Inc
UNCHANGED2,2402,24000%$917.3K$932.1K+$14.9K2026-10-13
Harbor Group, Inc.
INCREASED2,2282,226+2+0%$911.5K$927.3K+$15.9K2026-10-14
Gibson Capital, LLC
INCREASED2,208958+1,250+130%$392.3K$918.8K+$526.5K2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED2,2062,205+1+0%$903.1K$917.8K+$14.7K2026-11-04
Soundwatch Capital LLC
DECREASED2,2042,285-81-4%$935.7K$926.1K-$9.6K2026-11-04
Stronghold Wealth Management L.L.C.
DECREASED2,1772,322-145-6%$950.9K$905.9K-$44.9K2026-10-16
Verum Partners LLC
INCREASED2,1722,171+1+0%$888.8K$903.9K+$15.1K2026-10-21
Independence Bank of Kentucky
DECREASED2,1682,770-602-22%$1.1M$902.2K-$232.1K2026-10-26
Gilliland Jeter Wealth Management LLC
DECREASED2,1572,162-50%$885.3K$897.6K+$12.3K2026-10-28
Old North State Wealth Management, LLC
DECREASED2,1352,285-150-7%$936.1K$888.6K-$47.5K2026-10-22
Simon Quick Advisors, LLC
INCREASED2,1321,502+630+42%$614.9K$887.2K+$272.3K2026-10-26
JB Capital LLC
INCREASED2,1182,116+2+0%$866.5K$881.4K+$14.9K2026-10-19
Aviance Capital Partners, LLC
UNCHANGED2,0992,09900%$859.5K$873.5K+$13.9K2026-10-29
Towneley Capital Management, Inc / de
UNCHANGED2,0962,09600%$858.3K$872.2K+$13.9K2026-10-09
Basso Capital Management, L.P.
NEW2,079—+2,079——$865.0K—2026-10-30
Flagstar Securities, Inc
INCREASED2,0631,592+471+30%$652.2K$858.4K+$206.1K2026-10-15
3 Factor Indexing, LLC
UNCHANGED2,0622,06200%$844.4K$858.1K+$13.7K2026-10-15
Signaturefd, LLC
UNCHANGED2,0472,04700%$838.3K$851.9K+$13.6K2026-10-23
Acorn Wealth Advisors, LLC
UNCHANGED2,0382,03800%$834.6K$848.1K+$13.5K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED2,0141,198+816+68%$490.6K$838.1K+$347.5K2026-10-29
Encompass Wealth Advisors, LLC
INCREASED2,0101,005+1,005+100%$411.5K$836.4K+$424.9K2026-10-15
Hurlow Wealth Management Group, Inc.
UNCHANGED2,0072,00700%$821.9K$835.2K+$13.3K2026-10-29
Hohimer Wealth Management, LLC
INCREASED2,0042,003+1+0%$820.4K$833.8K+$13.4K2026-11-04
Riverbridge Partners LLC
UNCHANGED2,0042,00400%$820.6K$833.9K+$13.3K2026-11-05
IFS Advisors, LLC
DECREASED1,9972,102-105-5%$860.8K$831.0K-$29.8K2026-10-14
Strategic Advisors LLC
DECREASED1,9952,409-414-17%$986.7K$830.1K-$156.6K2026-10-13
Flagship Harbor Advisors, LLC
DECREASED1,9821,993-11-1%$816.1K$825.0K+$8.9K2026-10-26
SAX Wealth Advisors, LLC
DECREASED1,9802,363-383-16%$842.6K$824.0K-$18.6K2026-10-13
Parthenon LLC
UNCHANGED1,9801,98000%$810.8K$823.9K+$13.1K2026-10-22
Gamma Investing LLC
DECREASED1,9741,975-10%$808.8K$821.5K+$12.7K2026-10-08
Smith Salley Wealth Management
DECREASED1,9682,003-35-2%$820.2K$818.9K-$1.3K2026-11-03
RFG Advisory, LLC
INCREASED1,9601,626+334+21%$666.0K$815.8K+$149.8K2026-11-03
Wealthcare Capital Partners, LLC
INCREASED1,9591,783+176+10%$730.1K$815.2K+$85.1K2026-10-21
Gerber Kawasaki Wealth & Investment Management
DECREASED1,9541,977-23-1%$810.0K$813.2K+$3.2K2026-10-29
Soltis Investment Advisors LLC
INCREASED1,9541,941+13+1%$794.6K$813.1K+$18.4K2026-10-28
Quadrant Private Wealth Management, LLC
NEW1,952—+1,952——$812.3K—2026-11-04
Central Trust Co
DECREASED1,9402,053-113-5%$840.7K$807.3K-$33.4K2026-11-05
PUREfi Wealth, LLC
INCREASED1,9131,701+212+12%$696.6K$796.1K+$99.5K2026-10-19
Dynamic Advisor Solutions LLC
DECREASED1,9132,089-176-8%$855.6K$796.2K-$59.3K2026-10-13
Claro Advisors Inc.
DECREASED1,9122,069-157-8%$847.4K$795.7K-$51.7K2026-11-02
Norden Group LLC
DECREASED1,9111,921-10-1%$786.6K$795.2K+$8.6K2026-10-20
Accelerate Investment Advisors LLC
DECREASED1,9001,982-82-4%$811.6K$790.6K-$21.0K2026-11-02
Mechanics Bank Trust Department
UNCHANGED1,9001,90000%$778.1K$790.6K+$12.6K2026-10-13
Citizens National Bank Trust Department
UNCHANGED1,9001,90000%$778.1K$790.6K+$12.6K2026-11-04
Simplicity Wealth,LLC
DECREASED1,8983,386-1,488-44%$1.4M$789.8K-$596.7K2026-10-23
Schear Investment Advisers, LLC
NEW1,884—+1,884——$784.1K—2026-10-14
Tempo Wealth, LLC
INCREASED1,884660+1,224+185%$270.3K$784.1K+$513.8K2026-10-14
JSF Financial, LLC
DECREASED1,8751,971-96-5%$807.1K$780.5K-$26.7K2026-10-22
Global Wealth Management, LLC
INCREASED1,8701,866+4+0%$764.0K$778.3K+$14.3K2026-10-15
Oarsman Capital, Inc.
INCREASED1,8691,847+22+1%$756.3K$777.7K+$21.4K2026-11-05
Heck Capital Advisors, LLC
UNCHANGED1,8601,86000%$761.7K$774.0K+$12.3K2026-10-14
Forte Asset Management LLC
UNCHANGED1,8551,85500%$759.6K$771.9K+$12.3K2026-10-13
Nicholas Hoffman & Company, Llc.
UNCHANGED1,8451,84500%$755.5K$767.7K+$12.2K2026-10-30
Firethorn Wealth Partners, LLC
DECREASED1,8412,470-629-25%$1.0M$766.0K-$245.4K2026-10-14
Journey Advisory Group, LLC
UNCHANGED1,8361,83600%$751.8K$764.0K+$12.2K2026-11-04
Cardinal Point Capital Management ULC
INCREASED1,8181,712+106+6%$701.1K$756.5K+$55.5K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED1,8171,619+198+12%$663.0K$756.1K+$93.1K2026-10-13
NTV Asset Management LLC
UNCHANGED1,8111,81100%$741.8K$753.8K+$12.0K2026-10-23
Cherry Creek Investment Advisors, Inc.
DECREASED1,8071,856-49-3%$760.1K$751.8K-$8.3K2026-10-14
Sage Private Wealth Group, LLC
DECREASED1,7991,891-92-5%$774.4K$748.6K-$25.7K2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,7981,79800%$736.3K$748.2K+$11.9K2026-10-07
Summit Wealth Group LLC / Co
UNCHANGED1,7971,79700%$735.9K$747.8K+$11.9K2026-10-29
Align Financial, LLC
NEW1,780—+1,780——$740.7K—2026-10-16
Sprinkle Financial Consultants LLC
INCREASED1,7741,769+5+0%$724.7K$738.2K+$13.5K2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED1,7691,799-30-2%$736.7K$736.1K-$5572026-10-13
Cornerstone Planning Group LLC
DECREASED1,7371,813-76-4%$741.1K$738.6K-$2.4K2026-10-16
Gilbert Capital Group, Inc.
UNCHANGED1,7361,73600%$710.9K$722.4K+$11.5K2026-10-28
Obermeyer Wealth Partners
INCREASED1,7331,715+18+1%$702.3K$721.2K+$18.9K2026-10-21
Diversified Portfolios, Inc.
UNCHANGED1,7271,72700%$707.1K$718.5K+$11.4K2026-11-04
United Asset Strategies, Inc.
DECREASED1,7251,828-103-6%$748.6K$717.8K-$30.7K2026-10-28
Cahaba Wealth Management, Inc.
INCREASED1,7241,723+1+0%$705.6K$717.6K+$12.0K2026-10-26
Avant Financial Advisors LLC
UNCHANGED1,7131,71300%$701.5K$712.8K+$11.4K2026-11-02
Moss Adams Wealth Advisors LLC
UNCHANGED1,7111,71100%$700.7K$712.0K+$11.3K2026-10-28
Palisade Asset Management, LLC
UNCHANGED1,7111,71100%$700.7K$712.0K+$11.3K2026-11-03
Ritholtz Wealth Management
INCREASED1,7001,385+315+23%$567.0K$707.2K+$140.3K2026-11-05
Courier Capital LLC
DECREASED1,6971,776-79-4%$727.3K$706.2K-$21.1K2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
INCREASED1,6851,681+4+0%$688.3K$701.1K+$12.8K2026-10-08
True Private Wealth Advisors
UNCHANGED1,6821,68200%$688.8K$699.9K+$11.2K2026-10-19
AAF Wealth Management, LLC
UNCHANGED1,6811,68100%$688.3K$699.4K+$11.1K2026-10-28
Stableford Capital II LLC
DECREASED1,6633,622-1,959-54%$1.5M$692.0K-$791.2K2026-10-09
Stonebridge Financial Group, LLC
UNCHANGED1,6471,64700%$674.4K$685.4K+$10.9K2026-10-01
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED1,6351,63500%$669.5K$680.4K+$10.8K2026-10-15
Lpwm LLC
UNCHANGED1,6331,63300%$668.7K$679.5K+$10.8K2026-10-20
USA Financial Formulas
NEW1,621—+1,621——$674.5K—2026-10-16
Black Diamond Financial, LLC
UNCHANGED1,6181,61800%$662.6K$673.3K+$10.7K2026-10-26
Sima Wealth Partners, LLC
UNCHANGED1,6171,61700%$662.2K$672.9K+$10.7K2026-10-19
Krilogy Financial LLC
INCREASED1,6131,230+383+31%$503.7K$685.4K+$181.7K2026-10-13
Balboa Wealth Partners
INCREASED1,6041,552+52+3%$635.5K$667.6K+$32.1K2026-10-20
Buttonwood Financial Advisors Inc.
DECREASED1,5901,919-329-17%$785.8K$661.6K-$124.2K2026-10-13
Form Wealth Advisors, LLC
DECREASED1,5891,600-11-1%$655.2K$661.2K+$6.0K2026-10-13
Blue Trust, Inc.
INCREASED1,5871,485+102+7%$608.2K$660.2K+$52.1K2026-10-15
Powerhouse Assets LLC
UNCHANGED1,5721,57200%$643.7K$654.2K+$10.4K2026-10-19
Paradigm, Strategies in Wealth Management, LLC
UNCHANGED1,5721,57200%$643.7K$654.2K+$10.4K2026-10-16
Paragon Advisors, LLC
NEW1,558—+1,558——$648.3K—2026-11-03
Carter Financial Group, Inc.
INCREASED1,5511,547+4+0%$633.4K$645.2K+$11.8K2026-10-21
Hurley Capital, LLC
UNCHANGED1,5501,55000%$634.9K$645.3K+$10.4K2026-11-05
Asset Advisory Group, Inc.
DECREASED1,5461,570-24-2%$642.8K$643.4K+$6732026-10-20
Midland Wealth Advisors, LLC
DECREASED1,5371,572-35-2%$643.7K$639.6K-$4.1K2026-10-26
Greenwood Gearhart LLC
UNCHANGED1,5301,53000%$626.5K$636.7K+$10.1K2026-11-02
Security National Bank
UNCHANGED1,5281,52800%$625.7K$635.8K+$10.1K2026-10-26
Canandaigua National Bank & Trust Co
UNCHANGED1,5251,52500%$624.5K$634.6K+$10.1K2026-10-07
Crescent Grove Advisors, LLC
UNCHANGED1,5111,51100%$618.8K$628.8K+$10.0K2026-10-21
Riversedge Advisors, LLC
NEW1,505—+1,505——$626.3K—2026-10-09
Grimes & Co Wealth Management, LLC
DECREASED1,5011,807-306-17%$739.9K$624.6K-$115.3K2026-10-29
Yanni & Associates Investment Advisors, LLC
UNCHANGED1,5011,50100%$614.7K$624.6K+$10.0K2026-10-14
Adelphi Trust Co
INCREASED1,4971,364+133+10%$558.6K$622.9K+$64.4K2026-10-05
Fulton Breakefield Broenniman LLC
DECREASED1,4851,570-85-5%$642.9K$618.0K-$25.0K2026-11-03
WBH Advisory Inc
UNCHANGED1,4821,48200%$607.1K$616.9K+$9.9K2026-11-05
Northside Capital Management, LLC
UNCHANGED1,4651,46500%$599.9K$609.6K+$9.7K2026-10-13
Curated Wealth Partners LLC
UNCHANGED1,4501,45000%$593.8K$603.4K+$9.6K2026-10-15
Blankinship & Foster, LLC
DECREASED1,4461,610-164-10%$659.3K$601.8K-$57.6K2026-10-19
Capital Investment Advisory Services, LLC
DECREASED1,4451,505-60-4%$616.3K$603.4K-$12.9K2026-10-30
SBK Financial, Inc.
UNCHANGED1,4411,44100%$590.1K$599.7K+$9.6K2026-11-02
Summit Asset Management, LLC
UNCHANGED1,4241,42400%$583.1K$592.6K+$9.4K2026-11-05
Pennsylvania Capital Management Inc
UNCHANGED1,4181,41800%$580.7K$590.1K+$9.4K2026-11-05
Global Wealth Strategies & Associates
INCREASED1,4141,385+29+2%$567.2K$588.3K+$21.0K2026-10-02
Old National Bancorp
UNCHANGED1,4101,41000%$577.4K$586.7K+$9.3K2026-10-20
Flagship Private Wealth, LLC
INCREASED1,3941,392+2+0%$570.2K$580.0K+$9.9K2026-11-05
Sentry LLC
DECREASED1,3721,383-11-1%$566.4K$570.9K+$4.5K2026-10-30
Triad Wealth Partners, LLC
DECREASED1,3611,450-89-6%$601.1K$566.4K-$34.7K2026-10-26
Chatham Capital Group, Inc.
UNCHANGED1,3581,35800%$556.1K$565.1K+$9.0K2026-10-16
Nestegg Advisors, Inc.
UNCHANGED1,3521,35200%$553.6K$562.6K+$9.0K2026-10-21
Capital Advisors Wealth Management, LLC
INCREASED1,3511,348+3+0%$551.9K$562.1K+$10.2K2026-10-09
Aaron Wealth Advisors LLC
UNCHANGED1,3421,34200%$549.5K$558.4K+$8.9K2026-10-13
Beaumont Financial Advisors, LLC
INCREASED1,3341,333+1+0%$545.9K$555.1K+$9.2K2026-10-22
Roger Wittlin Investment Advisory, LLC
NEW1,325—+1,325——$551.4K—2026-10-19
Wetzel Investment Advisors, Inc.
UNCHANGED1,2991,29900%$531.9K$540.6K+$8.6K2026-10-13
Sigma Planning Corp
DECREASED1,2861,553-267-17%$635.9K$535.2K-$100.6K2026-10-23
Abacus Wealth Partners, LLC
UNCHANGED1,2811,28100%$524.6K$533.1K+$8.5K2026-11-03
Abacus Planning Group, Inc.
UNCHANGED1,2691,26900%$519.7K$528.1K+$8.4K2026-11-02
Northland Securities, Inc.
INCREASED1,266916+350+38%$375.1K$526.8K+$151.7K2026-11-02
Factor Wealth Management LTD
INCREASED1,2651,264+1+0%$517.6K$526.3K+$8.7K2026-10-08
Union Savings Bank
UNCHANGED1,2631,26300%$517.2K$525.6K+$8.4K2026-10-14
Arbor Wealth Advisors LLC
DECREASED1,2621,322-60-5%$541.4K$525.2K-$16.2K2026-10-09
CMH Wealth Management LLC
UNCHANGED1,2481,24800%$511.2K$519.4K+$8.3K2026-10-22
Gibbs Wealth Management
DECREASED1,2451,248-30%$511.1K$518.1K+$7.0K2026-10-22
Strategent Financial, LLC
UNCHANGED1,2281,22800%$502.9K$511.0K+$8.1K2026-10-30
Investmark Advisory Group LLC
INCREASED1,2121,209+3+0%$495.2K$504.4K+$9.2K2026-10-27
Independent Wealth Advisors LLC
INCREASED1,2071,206+1+0%$493.9K$502.4K+$8.5K2026-10-27
Patton Albertson Miller Group, LLC
UNCHANGED1,2071,20700%$494.3K$502.3K+$8.0K2026-10-26
SMI Advisory Services, LLC
UNCHANGED1,2031,20300%$495.6K$511.7K+$16.1K2026-10-13
Verdence Capital Advisors LLC
INCREASED1,202922+280+30%$377.4K$500.3K+$122.9K2026-10-26
Embree Financial Group
INCREASED1,1841,183+1+0%$484.3K$492.5K+$8.1K2026-10-22
TMB Capital Partners, LLC
UNCHANGED1,1831,18300%$484.4K$492.3K+$7.8K2026-10-20
Wedbush Securities Inc
DECREASED1,1671,171-40%$480.0K$486-$479.5K2026-10-22
Ridgeline Wealth, LLC
UNCHANGED1,1631,16300%$476.5K$494.2K+$17.8K2026-10-14
Guardian Asset Advisors, LLC
INCREASED1,1601,157+3+0%$474.2K$483.0K+$8.8K2026-10-16
Valtinson Bruner Financial Planning LLC
UNCHANGED1,1451,14500%$468.9K$476.5K+$7.6K2026-11-02
Fermata Advisors, LLC
DECREASED1,1361,540-404-26%$630.6K$472.7K-$157.9K2026-10-13
Burke & Herbert Bank & Trust Co
UNCHANGED1,1361,13600%$465.2K$472.7K+$7.5K2026-11-02
LVW Advisors, LLC
UNCHANGED1,1271,12700%$461.5K$469.0K+$7.5K2026-10-19
Willow Creek Wealth Management Inc.
UNCHANGED1,1231,12300%$459.9K$467.3K+$7.4K2026-10-26
Trust Co of Vermont
INCREASED1,108697+411+59%$285.4K$461.1K+$175.7K2026-10-21
Juncture Wealth Strategies, LLC
DECREASED1,1071,234-127-10%$505.3K$460.7K-$44.7K2026-10-06
Maple Capital Management, Inc.
DECREASED1,1001,187-87-7%$486.1K$457.7K-$28.3K2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED1,1001,10000%$450.5K$457.7K+$7.3K2026-10-14
Pinnacle Associates LTD
DECREASED1,0841,432-348-24%$586.4K$451.1K-$135.3K2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED1,0821,978-896-45%$810.0K$450.3K-$359.7K2026-11-04
Baring Financial LLC
UNCHANGED1,0821,08200%$443.0K$450.3K+$7.3K2026-10-07
Pine Haven Investment Counsel, Inc
UNCHANGED1,0801,08000%$442.3K$449.4K+$7.2K2026-11-02
XY Planning Network, Inc.
INCREASED1,0751,074+1+0%$439.9K$447.3K+$7.4K2026-10-14
Avantax Planning Partners, Inc.
INCREASED1,0721,051+21+2%$430.4K$446.1K+$15.7K2026-11-03
Fortress Financial Group, LLC
UNCHANGED1,0701,07000%$438.0K$445.1K+$7.1K2026-10-21
Washington Trust Bank
UNCHANGED1,0671,06700%$436.9K$444.0K+$7.1K2026-11-03
Clark Asset Management, LLC
UNCHANGED1,0651,06500%$436.1K$443.2K+$7.1K2026-10-19
Venture Visionary Partners LLC
DECREASED1,0641,108-44-4%$453.7K$442.8K-$10.9K2026-10-07
Droms Strauss Advisors Inc
UNCHANGED1,0621,06200%$434.9K$441.9K+$7.0K2026-11-03
SkyOak Wealth, LLC
UNCHANGED1,0551,05500%$432.0K$439.0K+$7.0K2026-10-28
Rockport Wealth LLC
UNCHANGED1,0481,04800%$429.2K$436.1K+$6.9K2026-11-03
Partners Wealth Management, LLC
INCREASED1,0421,027+15+1%$420.6K$433.6K+$13.1K2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED1,032948+84+9%$388.4K$429.3K+$41.0K2026-10-23
E6 Portfolios, LLC
DECREASED1,0291,082-53-5%$443.1K$428.2K-$14.9K2026-10-26
NovaPoint Capital, LLC
INCREASED1,016967+49+5%$396.0K$422.8K+$26.8K2026-10-22
Cullen T Bankers, Inc.
UNCHANGED1,0151,01500%$415.5K$422.4K+$6.9K2026-10-28
MBL Wealth, LLC
DECREASED1,0141,514-500-33%$620.0K$422.0K-$198.0K2026-10-22
Keystone Wealth Services, LLC
DECREASED1,0121,035-23-2%$423.8K$422.3K-$1.5K2026-11-03
KCM Investment Advisors LLC
UNCHANGED1,0121,01200%$414.4K$421.1K+$6.7K2026-10-27
SeaCrest Wealth Management, LLC
INCREASED1,0061,004+2+0%$411.1K$418.8K+$7.7K2026-10-21
Parr Mcknight Wealth Management Group, LLC
UNCHANGED1,0001,00000%$409.5K$416.1K+$6.6K2026-10-30
Lee, Kelleher & Klein Wealth Management
UNCHANGED99799700%$408.3K$414.9K+$6.6K2026-10-08
Cambridge Capital Management, LLC
DECREASED991992-10%$406.2K$412.6K+$6.3K2026-10-19
Balentine LLC
DECREASED9853,868-2,883-75%$1.6M$409.9K-$1.2M2026-11-03
Kathmere Capital Management, LLC
UNCHANGED98198100%$401.7K$408.2K+$6.5K2026-10-20
Avity Investment Management Inc.
UNCHANGED97997900%$400.9K$407.4K+$6.5K2026-10-09
S.A. Mason LLC
UNCHANGED97597500%$399.3K$405.7K+$6.5K2026-10-13
Range Financial Group LLC
UNCHANGED97497400%$398.9K$405.3K+$6.5K2026-10-21
Tenon Financial LLC
UNCHANGED96696600%$395.6K$402.0K+$6.4K2026-10-14
Joseph Group Capital Management
DECREASED964966-20%$395.6K$401.1K+$5.6K2026-11-04
Cherry Tree Wealth Management, LLC
DECREASED963997-34-3%$408.3K$400.7K-$7.5K2026-10-15
Frederick Financial Consultants, LLC
UNCHANGED96296200%$393.9K$400.3K+$6.4K2026-10-29
Sowell Financial Services LLC
DECREASED955977-22-2%$400.1K$397.6K-$2.5K2026-10-23
Manske Wealth Management
UNCHANGED95495400%$390.7K$397.0K+$6.3K2026-10-26
Howard Wealth Management, LLC
DECREASED946963-17-2%$394.5K$393.7K-$7702026-10-28
Coastline Trust Co
DECREASED9414,096-3,155-77%$1.7M$391.6K-$1.3M2026-10-01
Orgel Wealth Management, LLC
UNCHANGED94094000%$384.9K$391.2K+$6.2K2026-10-14
Etesian Wealth Advisors, Inc.
UNCHANGED94094000%$384.9K$391.2K+$6.2K2026-10-27
WestEnd Advisors, LLC
DECREASED9381,045-107-10%$427.9K$390.2K-$37.7K2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED935134+801+598%$54.8K$389.9K+$335.1K2026-11-04
Abundance Wealth Counselors
DECREASED9351,007-72-7%$412.4K$389.1K-$23.3K2026-10-26
Navigation Group, LLC
UNCHANGED93193100%$381.3K$387.5K+$6.2K2026-10-28
Advus Financial Partners, LLC
UNCHANGED92792700%$379.5K$385.7K+$6.1K2026-10-20
Root Financial Partners, LLC
INCREASED921546+375+69%$223.6K$383.3K+$159.7K2026-10-21
Sherman Wealth Management LLC
INCREASED914912+2+0%$373.3K$380.2K+$7.0K2026-10-16
55 North Private Wealth, LLC
INCREASED913912+1+0%$373.4K$379.8K+$6.4K2026-10-20
Columbia Bank
UNCHANGED91391300%$373.9K$379.9K+$6.1K2026-10-29
Valley Forge Investment Consultants Inc ADV
UNCHANGED90390300%$369.8K$375.8K+$6.0K2026-11-03
Beirne Wealth Consulting Services, LLC
DECREASED9021,003-101-10%$411.1K$375.8K-$35.3K2026-10-19
Uptick Partners, LLC
DECREASED902915-13-1%$374.7K$375.2K+$4342026-11-04
Atlas Brown,Inc.
UNCHANGED90090000%$368.6K$374.5K+$6.0K2026-10-09
Adell Harriman & Carpenter Inc
UNCHANGED89389300%$365.7K$371.6K+$5.9K2026-11-02
Inscription Capital, LLC
NEW890—+890——$370.4K—2026-11-02
Reynders McVeigh Capital Management, LLC
UNCHANGED87787700%$359.0K$364.9K+$5.9K2026-10-30
Legacy Wealth Management, LLC / MS
UNCHANGED87587500%$358.3K$364.1K+$5.8K2026-10-30
NBT Bank, N.A.
UNCHANGED87087000%$356.3K$362.0K+$5.8K2026-10-21
Confluence Wealth Services, Inc.
DECREASED8691,223-354-29%$500.8K$361.6K-$139.2K2026-11-05
MidAtlantic Capital Management, Inc.
UNCHANGED86986900%$355.9K$361.6K+$5.8K2026-11-05
Kelly Financial Services LLC
DECREASED866888-22-2%$363.5K$360.2K-$3.3K2026-10-20
Sage Rhino Capital LLC
UNCHANGED86686600%$354.6K$360.4K+$5.7K2026-10-28
Lawood & Co
DECREASED856881-25-3%$360.8K$356.2K-$4.6K2026-10-09
Simplex Trading, LLC
NEW850—+850——$353.7K—2026-11-04
Kanawha Capital Management LLC
DECREASED849863-14-2%$353.4K$353.3K-$1052026-10-19
Arsenal Capital Advisors LLC
INCREASED847846+1+0%$346.6K$352.4K+$5.8K2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED842851-9-1%$348.4K$350.4K+$2.0K2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW841—+841——$350.0K—2026-10-16
Daymark Wealth Partners, LLC
INCREASED839613+226+37%$251.0K$349.1K+$98.1K2026-11-04
RAM Investment Partners, LLC
UNCHANGED83683600%$342.3K$347.9K+$5.5K2026-10-21
BAR Harbor Wealth Management
UNCHANGED82282200%$336.6K$342.1K+$5.5K2026-10-21
Greenhouse Wealth Management, LLC
DECREASED819823-40%$337.2K$340.8K+$3.6K2026-10-20
BlueChip Wealth Advisors LLC
UNCHANGED81281200%$332.5K$337.9K+$5.4K2026-11-03
Principle Wealth Partners LLC
UNCHANGED81281200%$332.5K$337.9K+$5.4K2026-11-02
Fulcrum Capital LLC
DECREASED810957-147-15%$391.9K$337.1K-$54.8K2026-10-15
Abound Wealth Management
UNCHANGED80580500%$329.5K$334.8K+$5.3K2026-10-26
Iowa State Bank
UNCHANGED80080000%$327.6K$332.9K+$5.3K2026-10-06
Legacy Financial Group, Inc.
UNCHANGED80080000%$327.6K$332.9K+$5.3K2026-10-21
Wealth Effects LLC
INCREASED797723+74+10%$296.1K$331.7K+$35.6K2026-10-23
Isthmus Partners, LLC
UNCHANGED79579500%$325.6K$330.8K+$5.3K2026-10-21
Builder Investment Group Inc
UNCHANGED79379300%$324.7K$330.0K+$5.3K2026-10-22
SmartHarvest Portfolios, LLC
UNCHANGED79379300%$324.7K$330.0K+$5.3K2026-10-26
Stone Summit Wealth LLC
UNCHANGED78878800%$322.7K$327.9K+$5.2K2026-10-14
Symphony Financial, Ltd. Co.
DECREASED7821,064-282-26%$435.7K$325.3K-$110.4K2026-10-22
IPG Investment Advisors LLC
UNCHANGED78178100%$319.7K$324.9K+$5.2K2026-10-30
Family Office Research LLC
INCREASED777776+1+0%$317.9K$323.5K+$5.5K2026-10-14
Victory Financial Group, LLC
DECREASED768826-58-7%$338.2K$319.6K-$18.5K2026-10-27
Lewis Asset Management, LLC
INCREASED767766+1+0%$313.7K$319.2K+$5.5K2026-10-14
Pacific Asset Management, LLC
INCREASED759758+1+0%$310.2K$316.0K+$5.8K2026-10-15
KDK Private Wealth Management, LLC
UNCHANGED75475400%$308.8K$313.8K+$5.0K2026-11-03
Unified Investment Management
UNCHANGED75375300%$308.4K$313.3K+$5.0K2026-10-14
Wealth Dimensions Group, Ltd.
INCREASED750724+26+4%$296.5K$312.2K+$15.8K2026-11-02
Missouri Trust & Investment Co
UNCHANGED75075000%$306.3K$312.1K+$5.8K2026-11-04
Hegarty Advisors, LLC
UNCHANGED74974900%$306.7K$311.7K+$5.0K2026-10-20
Polaris Financial Partners
NEW748—+748——$309—2026-10-02
Everhart Financial Group, Inc.
DECREASED744747-30%$305.9K$309.6K+$3.7K2026-10-08
Tritonpoint Wealth, LLC
INCREASED743739+4+1%$302.6K$309.2K+$6.6K2026-10-19
Redhawk Wealth Advisors, Inc.
INCREASED741725+16+2%$297.0K$308.5K+$11.5K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED738687+51+7%$281.3K$307.4K+$26.0K2026-10-14
Acorn Financial Advisory Services Inc
DECREASED7351,086-351-32%$444.7K$305.9K-$138.9K2026-11-02
Rydar Equities, Inc.
INCREASED724723+1+0%$295.7K$307.3K+$11.5K2026-10-13
McCarley & Cook Financial Planners
UNCHANGED72272200%$295.7K$300.4K+$4.8K2026-10-21
EPG Wealth Management LLC
UNCHANGED72072000%$294.8K$299.6K+$4.8K2026-11-03
Accel Wealth Management
UNCHANGED71871800%$293.8K$298.6K+$4.8K2026-10-13
GEM Asset Management, LLC
UNCHANGED71671600%$293.3K$298.1K+$4.8K2026-10-13
PDS Planning, Inc
NEW715—+715——$297.7K—2026-11-03
CapWealth Advisors, LLC
INCREASED713700+13+2%$286.7K$296.7K+$10.1K2026-10-05
Cassaday & Co Wealth Management LLC
INCREASED711577+134+23%$236.3K$295.9K+$59.6K2026-10-27
Aspect Partners, LLC
UNCHANGED70270200%$287.5K$292.1K+$4.7K2026-10-20
Quadcap Wealth Management, LLC
UNCHANGED70170100%$287.1K$291.7K+$4.6K2026-11-02
Transcendent Capital Group LLC
INCREASED697655+42+6%$268.1K$290.1K+$22.0K2026-10-28
Marks Group Wealth Management, Inc
INCREASED695583+112+19%$238.7K$289.2K+$50.5K2026-11-05
626 Financial, LLC
UNCHANGED69169100%$283.0K$287.5K+$4.6K2026-11-04
Titleist Asset Management, LLC
INCREASED689688+1+0%$281.8K$286.6K+$4.8K2026-10-08
MTM Investment Management, LLC
DECREASED688729-41-6%$298.3K$286.3K-$12.1K2026-10-30
Bell Investment Advisors, Inc
NEW686—+686——$285.5K—2026-10-29
Timonier Family Office, Ltd.
UNCHANGED68568500%$280.5K$285.0K+$4.5K2026-11-03
LongView Wealth Management
INCREASED683682+1+0%$279.5K$284.1K+$4.6K2026-10-19
Summit Place Financial Advisors, LLC
UNCHANGED68268200%$279.3K$283.8K+$4.5K2026-10-23
New England Professional Planning Group Inc.
UNCHANGED67867800%$277.6K$282.1K+$4.5K2026-10-29
LexAurum Advisors, LLC
INCREASED671662+9+1%$271.1K$279.2K+$8.1K2026-10-19
Bigelow Investment Advisors, LLC
UNCHANGED67067000%$274.4K$278.8K+$4.4K2026-10-13
Bond & Devick Financial Network, Inc.
UNCHANGED66366300%$271.5K$275.9K+$4.4K2026-10-23
RFG - Bristol Wealth Advisors, LLC
DECREASED656678-22-3%$277.6K$273.0K-$4.6K2026-10-09
Beverly Hills Private Wealth, LLC
UNCHANGED65565500%$268.2K$272.6K+$4.3K2026-11-04
Elevation Point Wealth Partners, LLC
UNCHANGED65565500%$268.1K$272.5K+$4.4K2026-11-05
Vicus Capital
INCREASED654653+1+0%$267.4K$272.2K+$4.9K2026-11-05
Thrive Wealth Management, LLC
DECREASED653775-122-16%$317.4K$271.7K-$45.6K2026-10-13
Pflug Koory, LLC
UNCHANGED65265200%$267.0K$271.3K+$4.3K2026-10-26
Integral Investment Advisors, Inc.
UNCHANGED65265200%$267.0K$271.3K+$4.3K2026-11-03
Gainline Financial Partners, LLC
UNCHANGED64264200%$262.8K$267.2K+$4.4K2026-10-15
Absolute Capital Management, LLC
DECREASED638717-79-11%$293.6K$265.5K-$28.1K2026-10-16
Trek Financial, LLC
UNCHANGED63563500%$260.0K$264.2K+$4.2K2026-10-29
International Assets Investment Management, LLC
INCREASED632545+87+16%$222.7K$263.5K+$40.8K2026-11-02
Schaeffer Financial LLC
UNCHANGED62962900%$257.6K$261.7K+$4.2K2026-10-23
AGH Wealth Advisors, LLC
UNCHANGED62562500%$255.9K$260.1K+$4.1K2026-10-26
New Capital Management LP
UNCHANGED62262200%$254.7K$258.8K+$4.1K2026-10-29
Latitude Advisors, LLC
INCREASED621609+12+2%$249.4K$258.5K+$9.1K2026-10-27
Calamos Advisors LLC
UNCHANGED61861800%$253.1K$257.2K+$4.1K2026-11-02
Tucker Asset Management LLC
UNCHANGED61361300%$251.0K$255.1K+$4.1K2026-10-29
First Affirmative Financial Network
NEW609—+609——$253.4K—2026-10-21
Howland Capital Management LLC
UNCHANGED60960900%$249.4K$253.4K+$4.0K2026-10-22
Hobart Private Capital, LLC
NEW607—+607——$252.6K—2026-10-19
Bingham Private Wealth, LLC
UNCHANGED60560500%$247.7K$251.8K+$4.0K2026-11-05
Lanark Financial, Inc.
DECREASED603683-80-12%$279.7K$250.9K-$28.8K2026-10-26
Murphy Pohlad Asset Management LLC
NEW600—+600——$249.7K—2026-10-22
Nations Financial Group Inc,
INCREASED600599+1+0%$245.3K$249.7K+$4.4K2026-11-05
Freedom Day Solutions, LLC
UNCHANGED60060000%$245.7K$249.7K+$4.0K2026-10-20
Mindset Wealth Management, LLC
UNCHANGED60060000%$245.7K$249.7K+$4.0K2026-10-19
Matrix Asset Advisors Inc
DECREASED599698-99-14%$285.8K$249.5K-$36.3K2026-10-13
Windsor Capital Management, LLC
INCREASED593592+1+0%$242.7K$246.8K+$4.1K2026-10-13
Williams Jones Wealth Management, Llc.
UNCHANGED59159100%$242.0K$245.9K+$3.9K2026-11-05
Autumn Glory Partners, LLC
UNCHANGED59159100%$242.0K$245.9K+$3.9K2026-10-26
Sterling Financial Planning, Inc.
UNCHANGED58958900%$241.2K$245.1K+$3.9K2026-10-28
Vista Finance, LLC
UNCHANGED58858800%$240.8K$244.7K+$3.9K2026-10-23
Horizon Wealth Management, LLC
INCREASED584546+38+7%$223.6K$243.1K+$19.5K2026-11-02
Asset Advisors Investment Management, LLC
NEW583—+583——$242.4K—2026-10-19
Foster Group, Inc.
NEW580—+580——$241.4K—2026-10-13
Samalin Investment Counsel, LLC
INCREASED580578+2+0%$236.8K$241.2K+$4.3K2026-10-23
Marin Bay Wealth Advisors, LLC
INCREASED580579+1+0%$237.5K$241.7K+$4.2K2026-10-28
Wernau Asset Management Inc.
UNCHANGED58058000%$237.5K$241.4K+$3.8K2026-10-19
B.O.S.S. Retirement Advisors, LLC
DECREASED576651-75-12%$266.5K$239.8K-$26.7K2026-10-26
Shira Ridge Wealth Management
UNCHANGED57657600%$235.9K$239.7K+$3.8K2026-10-09
Tanglewood Wealth Management, Inc.
NEW574—+574——$238.9K—2026-10-23
Mountain Pacific Investment Advisers LLC
UNCHANGED57357300%$234.8K$238.6K+$3.8K2026-10-29
Galvin, Gaustad & Stein, LLC
UNCHANGED57257200%$234.2K$238.0K+$3.8K2026-10-08
PKS Advisory Services, LLC
UNCHANGED57257200%$234.3K$234.3K$02026-10-26
Signature Wealth Management Partners, LLC
UNCHANGED57057000%$233.4K$237.2K+$3.8K2026-10-21
Howard Capital Management, LLC
INCREASED564563+1+0%$230.4K$234.5K+$4.2K2026-10-16
Bennett Selby Investments LP
UNCHANGED56156100%$229.7K$233.4K+$3.7K2026-10-19
BridgePort Financial Solutions, LLC
UNCHANGED56056000%$229.3K$233.0K+$3.7K2026-11-02
Brady Family Wealth, LLC
UNCHANGED55655600%$227.7K$231.4K+$3.7K2026-11-02
Bison Wealth, LLC
UNCHANGED55555500%$228.5K$236.0K+$7.5K2026-10-13
RVW Wealth, LLC
UNCHANGED55555500%$227.2K$230.8K+$3.7K2026-10-06
HFG Wealth Management, LLC
UNCHANGED55255200%$225.9K$225.9K$02026-10-16
Jnba Financial Advisors
DECREASED550613-63-10%$251.0K$228.9K-$22.2K2026-11-03
Colorado Capital Management, Inc.
UNCHANGED55055000%$225$229+$42026-10-15
CWS Financial Advisors, LLC
UNCHANGED55055000%$225.3K$229.0K+$3.7K2026-10-16
Blume Capital Management, Inc.
UNCHANGED55055000%$225.0K$228.7K+$3.6K2026-10-26
Independent Wealth Network Inc.
INCREASED547537+10+2%$220.1K$227.5K+$7.4K2026-10-19
SP Asset Management LLC
INCREASED547546+1+0%$223.6K$227.8K+$4.2K2026-11-05
Dorato Capital Management
DECREASED545553-8-1%$228.5K$231.2K+$2.7K2026-10-08
InvesTrust
DECREASED544594-50-8%$243.2K$226.4K-$16.9K2026-10-14
Spectrum Asset Management, Inc. (NB )
UNCHANGED54154100%$221.5K$225.1K+$3.6K2026-10-19
Beacon Capital Management, LLC
INCREASED540507+33+7%$207.5K$224.6K+$17.1K2026-10-23
Interchange Capital Partners, LLC
UNCHANGED54054000%$221.1K$224.7K+$3.6K2026-10-28
City State Bank
INCREASED539525+14+3%$215.0K$224.3K+$9.3K2026-10-20
Matisse Capital
UNCHANGED53753700%$219.9K$223.5K+$3.6K2026-10-29
Argos Wealth Advisors, LLC
UNCHANGED53653600%$219.5K$223.0K+$3.6K2026-11-02
Private Trust Co NA
UNCHANGED53653600%$219.5K$223.0K+$3.6K2026-10-20
Balefire, LLC
DECREASED534556-22-4%$227.8K$222.1K-$5.8K2026-10-09
Advocate Group LLC
UNCHANGED53353300%$218.3K$221.8K+$3.5K2026-10-19
GW Henssler & Associates LTD
NEW531—+531——$221.2K—2026-10-26
Telos Capital Management, Inc.
UNCHANGED52452400%$214.6K$218.1K+$3.5K2026-11-02
National Wealth Management Group, LLC
UNCHANGED52352300%$214.2K$217.6K+$3.5K2026-10-26
CoreCap Advisors, LLC
INCREASED520517+3+1%$211.7K$216.4K+$4.7K2026-10-08
LifeSteps Financial, Inc.
UNCHANGED52052000%$212.9K$216.4K+$3.4K2026-10-15
Smart Wealth LLC
INCREASED518513+5+1%$210.1K$215.6K+$5.5K2026-11-04
ARQ Wealth Advisors, LLC
NEW511—+511——$212.6K—2026-10-29
Wealth Quarterback LLC
INCREASED506505+1+0%$206.7K$210.5K+$3.9K2026-10-20
Gateway Investment Advisers LLC
UNCHANGED50550500%$206.8K$210.1K+$3.3K2026-10-13
HighRoad Wealth Advisors, LLC
UNCHANGED50250200%$205.4K$208.8K+$3.3K2026-10-14
Downshift Financial, LLC
UNCHANGED50250200%$205.6K$208.9K+$3.3K2026-10-13
Ignite Planners, LLC
INCREASED501500+1+0%$204.8K$208.6K+$3.8K2026-10-14
Quantum Financial Advisors, LLC
UNCHANGED50050000%$204.8K$208.1K+$3.3K2026-11-03
Donalies Financial Planning, LLC
UNCHANGED50050000%$204.8K$208.1K+$3.3K2026-10-19
Trifecta Capital Advisors, LLC
UNCHANGED50050000%$204.8K$208.1K+$3.3K2026-10-21
Carmel Capital Partners, LLC
UNCHANGED50050000%$204.8K$208.1K+$3.3K2026-11-03
Legacy Wealth Partners, LLC
DECREASED499522-23-4%$213.8K$207.8K-$5.9K2026-10-15
Aprio Wealth Management, LLC
NEW497—+497——$206.8K—2026-10-28
Bailard, Inc.
DECREASED494495-10%$202.6K$205.9K+$3.3K2026-10-13
Investors Asset Management of Georgia Inc
UNCHANGED49449400%$202.3K$205.6K+$3.3K2026-10-20
Affinity Capital Advisors, LLC
DECREASED493495-20%$203.9K$209.7K+$5.8K2026-10-13
Coyle Financial Counsel LLC
UNCHANGED49149100%$201.1K$204.3K+$3.3K2026-10-28
Kingsman Wealth Management, Inc.
NEW487—+487——$202.7K—2026-10-13
Financial Life Advisors
NEW484—+484——$201.4K—2026-10-14
Evolution Wealth Advisors, LLC
NEW484—+484——$201.4K—2026-11-03
Foguth Wealth Management, Llc.
DECREASED482498-16-3%$202.0K$200.9K-$1.1K2026-10-19
Creative Capital Management Investments LLC
UNCHANGED48248200%$197.4K$200.6K+$3.2K2026-10-28
First Pacific Financial
INCREASED480479+1+0%$196.0K$199.7K+$3.7K2026-10-14
Signature Equity Partners, LLC
UNCHANGED45545500%$186.3K$189.3K+$3.0K2026-10-29
Compass Financial Management LLC
UNCHANGED44244200%$186.2K$183.9K-$2.3K2026-10-30
Westside Investment Management, Inc.
UNCHANGED43043000%$176.1K$178.9K+$2.9K2026-11-02
Tompkins Financial Corp
INCREASED427291+136+47%$119.2K$177.7K+$58.5K2026-10-05
Creative Financial Designs Inc
INCREASED413412+1+0%$168.9K$171.9K+$3.0K2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED40340300%$165.0K$167.7K+$2.7K2026-10-09
SJS Investment Consulting Inc.
UNCHANGED36736700%$150.3K$152.7K+$2.4K2026-10-26
Roxbury Financial LLC
INCREASED360353+7+2%$144.5K$149.8K+$5.3K2026-10-01
Winthrop Capital Management, LLC
UNCHANGED33033000%$135.0K$137.3K+$2.3K2026-11-05
Key Capital Management, Inc
UNCHANGED32232200%$131.9K$134.0K+$2.1K2026-11-03
Provenance Wealth Advisors, LLC
NEW314—+314——$130.5K—2026-10-30
Foresight Capital Management Advisors, Inc.
NEW300—+300——$124.8K—2026-10-27
Milestone Investment Advisors LLC
UNCHANGED30030000%$122.9K$124.8K+$2.0K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED29029000%$118.6K$120.7K+$2.1K2026-10-29
Pacific Center for Financial Services
UNCHANGED28628600%$117.1K$119.0K+$1.9K2026-10-15
Kozak & Associates, Inc.
UNCHANGED28528500%$116.5K$120.2K+$3.7K2026-10-29
Angeles Wealth Management, LLC
UNCHANGED28428400%$116.3K$118.2K+$1.9K2026-10-26
Jacobi Capital Management LLC
NEW277—+277——$115.3K—2026-11-05
Maryland Capital Advisors Inc.
UNCHANGED26126100%$106.9K$108.6K+$1.7K2026-10-15
CX Institutional
INCREASED257256+1+0%$105$107+$22026-10-02
Hughes Financial Services, LLC
DECREASED253286-33-12%$117.1K$106.4K-$10.7K2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED25225200%$103.2K$104.9K+$1.7K2026-10-16
Elyxium Wealth, LLC
NEW246—+246——$102.4K—2026-10-27
First Command Advisory Services, Inc.
DECREASED244429-185-43%$175.7K$101.5K-$74.1K2026-11-05
Trust Co of Toledo NA
UNCHANGED23823800%$97.5K$99.0K+$1.6K2026-10-16
Golden State Wealth Management, LLC
INCREASED231106+125+118%$43.6K$96.4K+$52.8K2026-11-02
Bay Harbor Wealth Management, LLC
UNCHANGED21221200%$86.8K$88.2K+$1.4K2026-11-03
Ascentis Wealth Management, LLC
UNCHANGED21121100%$86.4K$87.8K+$1.4K2026-11-03
Silver Grove Financial Group, Inc.
DECREASED200205-5-2%$83.9K$83.2K-$7222026-11-05
Northstar Asset Management Co
UNCHANGED20020000%$80.8K$84.5K+$3.6K2026-10-22
Washington Trust Advisors, Inc.
UNCHANGED20020000%$81.9K$83.4K+$1.5K2026-10-22
SYM Financial Corp
UNCHANGED17817800%$72.7K$73.9K+$1.2K2026-10-26
Horizons Wealth Management
NEW170—+170——$70.7K—2026-10-05
Valley National Advisers Inc
UNCHANGED17017000%$69.6K$70.7K+$1.1K2026-10-23
Caldwell Trust Co
UNCHANGED16816800%$68.8K$69.9K+$1.1K2026-10-30
William Mack & Associates, Inc.
NEW164—+164——$68.2K—2026-10-27
Heritage Family Offices, LLP
NEW157—+157——$65.3K—2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED15715700%$64.3K$65.3K+$1.0K2026-10-14
Investors Research Corp
DECREASED154159-5-3%$65.1K$64.1K-$1.0K2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED14514500%$59.0K$60-$58.9K2026-10-14
Chilton Capital Management LLC
UNCHANGED14514500%$59.4K$60.3K+$9612026-10-28
Avion Wealth
UNCHANGED13013000%$53.0K$54.0K+$1.0K2026-11-04
Networth Advisors, LLC
NEW129—+129——$53.7K—2026-11-03
RMG Wealth Management LLC
UNCHANGED12912900%$54.6K$53.7K-$8642026-10-26
Cordgrass Capital Advisors, LLC
UNCHANGED12512500%$51.2K$52.0K+$8282026-10-30
Kingdom Financial Group Llc.
NEW123—+123——$51.2K—2026-11-04
Mainstream Capital Management LLC
NEW121—+121——$50.4K—2026-10-23
Eukles Asset Management
UNCHANGED11111100%$45.5K$46.2K+$7362026-11-04
Farmers & Merchants Investments Inc
UNCHANGED10610600%$43.4K$44.1K+$7032026-10-22
Pension & Wealth Management Advisors, Inc.
UNCHANGED999900%$40.6K$41.3K+$7562026-10-16
Cedar Mountain Advisors, LLC
DECREASED92368-276-75%$150.7K$38.3K-$112.4K2026-10-15
North Point Portfolio Managers Corp
NEW91—+91——$37.9K—2026-10-07
Schuylkill Financial LLC
DECREASED91793-702-89%$324.8K$37.9K-$286.9K2026-10-21
Barnes Dennig Private Wealth Management LLC
UNCHANGED909000%$36.9K$37.5K+$5972026-10-30
Wagner Wealth Management, LLC
UNCHANGED898900%$36.4K$37.0K+$5902026-10-21
Montgomery Financial Services LLC
INCREASED883+85+2833%$1.2K$36.6K+$35.4K2026-11-03
Rossby Financial, LCC
INCREASED8582+3+4%$33.6K$35.4K+$1.8K2026-11-05
Advocate Investing Services LLC
UNCHANGED838300%$34.0K$34.5K+$5502026-10-26
Oakworth Capital, Inc.
UNCHANGED838300%$33.9K$34.5K+$6032026-10-26
DeDora Capital, Inc.
NEW81—+81——$33.7K—2026-10-26
Redwood Park Advisors LLC
UNCHANGED767600%$31.1K$31.7K+$5812026-11-02
Reap Financial Group, LLC
UNCHANGED757500%$30.5K$31.1K+$5702026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED757500%$30.7K$31.2K+$4972026-11-02
Planning Strategies Inc.
NEW73—+73——$30.4K—2026-10-02
Livelsberger Financial Advisory
NEW72—+72——$30.0K—2026-10-28
Cape Investment Advisory, Inc.
NEW71—+71——$29.5K—2026-10-13
Nfsg Corp
UNCHANGED676700%$27.4K$27.9K+$4442026-10-15
Holos Integrated Wealth LLC
UNCHANGED666600%$27.1K$27.6K+$5662026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED656500%$26.6K$27.0K+$4312026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED646400%$26.2K$26.6K+$4242026-10-30
SBI Securities Co., Ltd.
INCREASED447+37+529%$2.9K$18.3K+$15.4K2026-10-22
Peachtree Investment Partners, LLC
UNCHANGED434300%$17.6K$17.9K+$2852026-11-05
Tradewinds Capital Management, LLC
UNCHANGED404000%$16.4K$16.6K+$2662026-10-23
Hoey Investments, Inc
UNCHANGED393900%$16.0K$16.2K+$2592026-10-29
Mcdonald Partners LLC
UNCHANGED363600%$14.7K$15.0K+$2392026-11-03
Smallwood Wealth Investment Management, LLC
UNCHANGED303000%$12.6K$12.8K+$2042026-10-30
Steph & Co
UNCHANGED303000%$12.3K$12.5K+$1992026-10-07
Beacon Investment Advisory Services, Inc.
UNCHANGED272700%$11.1K$11.2K+$1792026-10-13
Piscataqua Savings Bank
UNCHANGED252500%$10.2K$10.4K+$1662026-10-21
Elevation Wealth Partners, LLC
DECREASED2341-18-44%$16.8K$9.6K-$7.2K2026-10-07
Davis Capital Management
UNCHANGED212100%$8.6K$8.7K+$1392026-10-08
Barrett & Company, Inc.
UNCHANGED171700%$7.0K$7.1K+$1122026-10-22
Edgemoor Investment Advisors, Inc.
NEW16—+16——$6.7K—2026-11-03
Yankcom Partnership
NEW16—+16——$6.7K—2026-10-15
Wilkerson Advisory Group LLC
INCREASED1615+1+7%$6.5K$6.7K+$1222026-10-20
Kentucky Trust Co
UNCHANGED151500%$6.1K$6.2K+$992026-10-15
Alpine Bank Wealth Management
UNCHANGED131300%$5.3K$5.4K+$862026-10-16
Evermay Wealth Management LLC
UNCHANGED121200%$4.9K$5.0K+$802026-11-05
Arlington Trust Co LLC
UNCHANGED111100%$4.5K$4.6K+$722026-10-20
GK Wealth Management LLC
NEW10—+10——$4.2K—2026-10-09
Noble Wealth Management PBC
INCREASED105+5+100%$2.0K$4.2K+$2.1K2026-10-01
Bfsg, LLC
UNCHANGED101000%$4.1K$4.2K+$672026-10-30
Community Financial Services Group, LLC
NEW9—+9——$3.8K—2026-10-15
Mascoma Wealth Management LLC
UNCHANGED8800%$3.3K$3.3K+$532026-10-23
Rosenberg Matthew Hamilton
DECREASED612-6-50%$4.9K$2.5K-$2.4K2026-10-05
Evolution Wealth Management Inc.
DECREASED41,350-1,346-100%$552.8K$1.7K-$551.2K2026-10-28
Decker Retirement Planning Inc.
NEW2—+2——$834—2026-10-19
Ares Financial Consulting, LLC
UNCHANGED1100%$410$416+$62026-10-19
Maryland State Retirement & Pension System
CLOSED023,759-23,759-100%$9.7M$0-$9.7M2026-11-05
Axxcess Wealth Management, LLC
CLOSED05,510-5,510-100%$2.3M$0-$2.3M2026-10-21
Ardent Capital Management, Inc.
CLOSED05,427-5,427-100%$2.2M$0-$2.2M2026-10-16
Advisor Resource Council
CLOSED04,539-4,539-100%$1.9M$0-$1.9M2026-11-05
Stewardship Concepts Financial Services LLC
CLOSED04,422-4,422-100%$1.8M$0-$1.8M2026-10-06
Clear Creek Financial Management, LLC
CLOSED02,195-2,195-100%$898.9K$0-$898.9K2026-10-28
AMI Asset Management Corp
CLOSED01,953-1,953-100%$799.9K$0-$799.9K2026-10-20
North Berkeley Wealth Management, LLC
CLOSED01,551-1,551-100%$635.1K$0-$635.1K2026-11-02
Argent Capital Management LLC
CLOSED01,233-1,233-100%$504.9K$0-$504.9K2026-10-05
TBH Global Asset Management, LLC
CLOSED01,086-1,086-100%$444.8K$0-$444.8K2026-11-03
Saxon Interests, Inc.
CLOSED0895-895-100%$366.5K$0-$366.5K2026-10-26
Revolve Wealth Partners, LLC
CLOSED0656-656-100%$268.6K$0-$268.6K2026-10-23
Equity Investment Corp
CLOSED0606-606-100%$248.1K$0-$248.1K2026-11-04
Univest Financial Corp
CLOSED0550-550-100%$225.2K$0-$225.2K2026-11-05
A4 Wealth Advisors LLC
CLOSED0518-518-100%$212.1K$0-$212.1K2026-10-20
Sonata Capital Group Inc
CLOSED0500-500-100%$204.8K$0-$204.8K2026-10-19
Park National Corp
CLOSED0497-497-100%$203.5K$0-$203.5K2026-10-05
Avid Wealth Partners LLC
CLOSED0494-494-100%$202.3K$0-$202.3K2026-11-03
Founders Capital Management
CLOSED0395-395-100%$161.8K$0-$161.8K2026-10-13
Chung Wu Investment Group, LLC
CLOSED0200-200-100%$81.9K$0-$81.9K2026-11-03
Sims Investment Management, LLC
CLOSED0183-183-100%$74.9K$0-$74.9K2026-10-13
MB, Levis & Associates, LLC
CLOSED0114-114-100%$46.7K$0-$46.7K2026-10-16
Brooklyn FI, LLC
CLOSED0101-101-100%$41.3K$0-$41.3K2026-11-05
Breakwater Investment Management
CLOSED086-86-100%$35.2K$0-$35.2K2026-10-20
Gill Capital Partners, LLC
CLOSED073-73-100%$29.9K$0-$29.9K2026-10-13
MCF Advisors LLC
CLOSED066-66-100%$26.9K$0-$26.9K2026-10-28
Robinswood Financial LLC
CLOSED050-50-100%$20.7K$0-$20.7K2026-10-20
Pacifica Partners Inc.
CLOSED050-50-100%$20.4K$0-$20.4K2026-10-09
Burk Holdings LLC
CLOSED02-2-100%$831$0-$8312026-11-05
FMR LLC
N/A—9,942,793-9,942,793-100%$4.1B———
Jones Financial Companies Lllp
N/A—8,705,412-8,705,412-100%$3.5B———
Bank of America Corp
N/A—4,567,154-4,567,154-100%$1.9B———
Envestnet Asset Management Inc
N/A—3,908,505-3,908,505-100%$1.6B———
M&T Bank Corp
N/A—2,899,576-2,899,576-100%$1.2B———
Northern Trust Corp
N/A—2,550,767-2,550,767-100%$1.0B———
LPL Financial LLC
N/A—2,543,875-2,543,875-100%$1.0B———
PNC Financial Services Group, Inc.
N/A—2,313,380-2,313,380-100%$947.3M———
BlackRock, Inc.
N/A—2,289,986-2,289,986-100%$937.7M———
Morgan Stanley
N/A—2,040,874-2,040,874-100%$835.7M———
Focus Partners Wealth
N/A—1,859,370-1,859,370-100%$761.4M———
Millburn Ridgefield LLC
N/A—1,637,759-1,637,759-100%$670.7M———
JPMorgan Chase & Co
N/A—1,634,389-1,634,389-100%$664.1M———
Wells Fargo & Company
N/A—1,577,820-1,577,820-100%$646.1M———
Johnson Investment Counsel Inc
N/A—1,429,386-1,429,386-100%$585.3M———
Northwestern Mutual Wealth Management Co
N/A—1,337,416-1,337,416-100%$547.7M———
Captrust Financial Advisors
N/A—1,270,498-1,270,498-100%$520.3M———
UBS Group AG
N/A—1,138,581-1,138,581-100%$466.2M———
Pathstone Holdings, LLC
N/A—1,132,924-1,132,924-100%$463.9M———
Goldman Sachs Group Inc
N/A—1,081,981-1,081,981-100%$443.1M———
Dynasty Wealth Management, LLC
N/A—838,203-838,203-100%$343.2M———
Cerity Partners LLC
N/A—815,660-815,660-100%$334.0M———
Mercer Global Advisors Inc
N/A—721,484-721,484-100%$295.4M———
Capstone Financial Advisors, Inc.
N/A—637,495-637,495-100%$261.1M———
Pinnacle Financial Partners, Inc.
N/A—625,348-625,348-100%$256.1M———
Mariner, LLC
N/A—566,204-566,204-100%$231.9M———
Raymond James Financial Inc
N/A—565,167-565,167-100%$231.4M———
HighTower Advisors, LLC
N/A—524,619-524,619-100%$214.8M———
IEQ Capital, LLC
N/A—492,609-492,609-100%$201.7M———
Ameriprise Financial Inc
N/A—482,320-482,320-100%$197.6M———
Empower Advisory Group, LLC
N/A—430,492-430,492-100%$176.3M———
Cetera Investment Advisers
N/A—381,177-381,177-100%$156.1M———
CIBC Bancorp USA Inc.
N/A—380,082-380,082-100%$155.6M———
Royal Bank of Canada
N/A—352,340-352,340-100%$144.3M———
Bank of Montreal
N/A—341,972-341,972-100%$140.0M———
HSBC Holdings PLC
N/A—318,478-318,478-100%$130.4M———
Waverly Advisors, LLC
N/A—314,703-314,703-100%$128.9M———
NorthRock Partners, LLC
N/A—295,228-295,228-100%$120.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—279,636-279,636-100%$114.5M———
Johns Hopkins University
N/A—264,479-264,479-100%$108.3M———
Commerce Bank
N/A—262,586-262,586-100%$107.5M———
AQR Capital Management LLC
N/A—238,849-238,849-100%$97.8M———
Tiaa Wealth Investment Management LLC
N/A—233,438-233,438-100%$94.8M———
Baird Financial Group, Inc.
N/A—227,369-227,369-100%$93.1M———
Osaic Holdings, Inc.
N/A—224,503-224,503-100%$92.0M———
Millennium Management LLC
N/A—209,766-209,766-100%$85.9M———
Stifel Financial Corp
N/A—209,271-209,271-100%$85.7M———
Ballentine Partners, LLC
N/A—205,671-205,671-100%$84.2M———
Coldstream Capital Management Inc
N/A—197,624-197,624-100%$80.9M———
BOK Financial Private Wealth, Inc.
N/A—192,855-192,855-100%$79.0M———
BNP Paribas Financial Markets
N/A—175,478-175,478-100%$71.9M———
Brown Advisory Inc
N/A—173,341-173,341-100%$71.0M———
Mason & Associates Inc
N/A—166,139-166,139-100%$68.0M———
Boston Partners
N/A—165,274-165,274-100%$67.7M———
Norinchukin Bank, The
N/A—155,000-155,000-100%$63.5M———
Napier Financial, LLC
N/A—152,880-152,880-100%$62.6M———
Gotham Asset Management, LLC
N/A—148,358-148,358-100%$60.8M———
Principal Securities, Inc.
N/A—147,167-147,167-100%$60.3M———
JT Stratford LLC
N/A—146,428-146,428-100%$60.0M———
Wealthspire Advisors, LLC
N/A—145,102-145,102-100%$59.4M———
Beacon Pointe Advisors, LLC
N/A—141,523-141,523-100%$58.0M———
Rockefeller Capital Management L.P.
N/A—134,401-134,401-100%$55.0M———
Wealthfront Advisers LLC
N/A—128,979-128,979-100%$52.8M———
NewEdge Advisors, LLC
N/A—128,083-128,083-100%$52.4M———
Jordan Park Group LLC
N/A—126,399-126,399-100%$51.8M———
Cambridge Associates LLC
N/A—124,298-124,298-100%$50.9M———
Conservest Capital Advisors, Inc.
N/A—122,456-122,456-100%$50.1M———
Keel Point, LLC
N/A—122,452-122,452-100%$50.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—116,034-116,034-100%$47.5M———
Envestnet Portfolio Solutions, Inc.
N/A—113,304-113,304-100%$46.4M———
Clearstead Advisors, LLC
N/A—113,061-113,061-100%$46.3M———
American Financial Advisors, LLC
N/A—105,848-105,848-100%$43.3M———
Whittier Trust Co of Nevada Inc
N/A—104,962-104,962-100%$43.0M———
MML Investors Services, LLC
N/A—100,749-100,749-100%$41.3M———
Quantinno Capital Management LP
N/A—94,035-94,035-100%$38.5M———
Franklin Resources Inc
N/A—92,310-92,310-100%$37.8M———
Stephens Inc
N/A—91,196-91,196-100%$37.3M———
TFO Wealth Partners, LLC
N/A—90,216-90,216-100%$36.9M———
Pitcairn Wealth Advisors LLC
N/A—89,429-89,429-100%$36.6M———
MAI Capital Management
N/A—86,387-86,387-100%$35.4M———
Parker Investment Management, LLC
N/A—85,481-85,481-100%$35.0M———
Legal & General Group Plc
N/A—85,461-85,461-100%$35.0M———
Wescott Financial Advisory Group, LLC
N/A—85,288-85,288-100%$34.9M———
Whittier Trust Co
N/A—82,389-82,389-100%$33.9M———
BTC Capital Management, Inc.
N/A—81,262-81,262-100%$33.4M———
Blair William & Co
N/A—80,773-80,773-100%$33.1M———
Private Advisor Group, LLC
N/A—80,409-80,409-100%$32.9M———
Moneta Group Investment Advisors LLC
N/A—76,200-76,200-100%$31.2M———
Karpus Management, Inc.
N/A—74,490-74,490-100%$30.5M———
Sequoia Financial Advisors, LLC
N/A—74,305-74,305-100%$30.4M———
Huntington National Bank
N/A—73,236-73,236-100%$30.0M———
Integrated Wealth Concepts LLC
N/A—70,239-70,239-100%$28.8M———
Glenmede Trust Co NA
N/A—67,417-67,417-100%$27.6M———
Schroder Investment Management Group
N/A—66,732-66,732-100%$27.1M———
Savant Capital, LLC
N/A—63,758-63,758-100%$26.1M———
UMB Bank, n.a.
N/A—62,826-62,826-100%$25.7M———
Equitable Holdings, Inc.
N/A—61,550-61,550-100%$25.2M———
Davis R M Inc
N/A—58,467-58,467-100%$23.9M———
Rhumbline Advisers
N/A—55,846-55,846-100%$22.9M———
OneDigital Investment Advisors LLC
N/A—55,716-55,716-100%$22.8M———
Paragon Capital Management LLC
N/A—53,446-53,446-100%$21.9M———
Johnson Financial Group, Inc.
N/A—53,433-53,433-100%$21.9M———
Sentinel Wealth Management, Inc.
N/A—51,542-51,542-100%$21.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—50,000-50,000-100%$20.5M———
Auxano Advisors, LLC
N/A—49,421-49,421-100%$20.2M———
Cresset Asset Management, LLC
N/A—49,408-49,408-100%$20.2M———
SCS Capital Management LLC
N/A—48,700-48,700-100%$19.9M———
Tortoise Investment Management, LLC
N/A—46,519-46,519-100%$19.0M———
Rice Partnership, LLC
N/A—45,588-45,588-100%$18.7M———
Tiaa Trust, National Association
N/A—45,360-45,360-100%$18.6M———
Bessemer Group Inc
N/A—45,173-45,173-100%$18.5M———
Nicholson Meyer Capital Management, Inc.
N/A—44,553-44,553-100%$18.2M———
Alliancebernstein L.P.
N/A—43,680-43,680-100%$15.6M———
Renaissance Technologies LLC
N/A—42,640-42,640-100%$17.5M———
Glassman Wealth Services
N/A—42,195-42,195-100%$17.3M———
Twin Focus Capital Partners, LLC
N/A—41,161-41,161-100%$16.9M———
State Board of Administration of Florida Retirement System
N/A—40,791-40,791-100%$16.7M———
Jaffetilchin Investment Partners, LLC
N/A—40,308-40,308-100%$16.5M———
Texas Capital Bank Wealth Management Services Inc
N/A—39,885-39,885-100%$16.3M———
Neuberger Berman Group LLC
N/A—39,692-39,692-100%$16.3M———
SG Americas Securities, LLC
N/A—38,947-38,947-100%$15.9M———
Bartlett & Co. Wealth Management LLC
N/A—37,759-37,759-100%$15.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—37,324-37,324-100%$15.3M———
Bradley Foster & Sargent Inc
N/A—36,562-36,562-100%$15.0M———
Janney Montgomery Scott LLC
N/A—35,674-35,674-100%$14.6M———
JMG Financial Group, Ltd.
N/A—35,656-35,656-100%$14.6M———
Advance Capital Management, Inc.
N/A—34,538-34,538-100%$14.1M———
Stratos Wealth Partners, Ltd.
N/A—33,599-33,599-100%$13.8M———
HRT Financial LP
N/A—33,360-33,360-100%$13.7M———
Northstar Financial Companies, Inc.
N/A—33,254-33,254-100%$13.6M———
Curi Capital, LLC
N/A—33,203-33,203-100%$13.6M———
Fiduciary Trust Co
N/A—32,492-32,492-100%$13.3M———
Fiduciary Counselling Inc
N/A—32,448-32,448-100%$13.3M———
EP Wealth Advisors, LLC
N/A—31,588-31,588-100%$12.9M———
Evercore Wealth Management, LLC
N/A—30,865-30,865-100%$12.6M———
Two Sigma Investments, LP
N/A—30,680-30,680-100%$12.6M———
Ethos Financial Group, LLC
N/A—29,455-29,455-100%$12.1M———
Atlantic Union Bankshares Corp
N/A—29,308-29,308-100%$12.0M———
Flow Traders U.S. LLC
N/A—29,221-29,221-100%$12.0M———
Merit Financial Group, LLC
N/A—28,829-28,829-100%$11.8M———
&partners
N/A—28,797-28,797-100%$11.8M———
Centennial Bank
N/A—28,748-28,748-100%$11.8M———
Sanctuary Advisors, LLC
N/A—28,656-28,656-100%$11.7M———
HBK Sorce Advisory LLC
N/A—28,203-28,203-100%$11.9M———
Aptus Capital Advisors, LLC
N/A—27,922-27,922-100%$11.4M———
Silvercrest Asset Management Group LLC
N/A—27,380-27,380-100%$11.2M———
Cannell & Spears LLC
N/A—27,323-27,323-100%$11.2M———
CM Wealth Advisors LLC
N/A—26,580-26,580-100%$10.9M———
Oxford Financial Group, Ltd. LLC
N/A—26,484-26,484-100%$10.8M———
Formulate Financial LLC
N/A—26,128-26,128-100%$10.7M———
Natixis Advisors, LLC
N/A—26,065-26,065-100%$10.7M———
Modern Wealth Management, LLC
N/A—25,536-25,536-100%$10.5M———
Pure Financial Advisors, LLC
N/A—24,700-24,700-100%$10.1M———
Chilton Investment Co Inc.
N/A—24,550-24,550-100%$10.1M———
Summit Wealth Partners, LLC
N/A—23,811-23,811-100%$9.8M———
Tudor Financial Inc.
N/A—23,378-23,378-100%$9.6M———
Campion Asset Management
N/A—23,056-23,056-100%$9.4M———
Fort Point Capital Partners LLC
N/A—22,746-22,746-100%$9.3M———
AlTi Global, Inc.
N/A—22,638-22,638-100%$9.3M———
Circle Wealth Management, LLC
N/A—22,134-22,134-100%$9.1M———
Summit Trail Advisors, LLC
N/A—22,089-22,089-100%$9.0M———
NewSquare Capital LLC
N/A—21,739-21,739-100%$8.9M———
UP Strategic Wealth Investment Advisors LLC
N/A—21,509-21,509-100%$9.1M———
Bleakley Financial Group, LLC
N/A—21,484-21,484-100%$8.8M———
Caprock Group, LLC
N/A—21,442-21,442-100%$8.8M———
Ackerman Asset Management, LLC
N/A—21,375-21,375-100%$8.8M———
United Capital Financial Advisors, LLC
N/A—20,892-20,892-100%$8.6M———
Tidal Investments LLC
N/A—19,793-19,793-100%$8.1M———
Koss-Olinger Consulting, LLC
N/A—19,581-19,581-100%$8.0M———
Advisory Services Network, LLC
N/A—19,505-19,505-100%$8.0M———
Fiducient Advisors LLC
N/A—19,102-19,102-100%$7.8M———
Diversified Trust Co
N/A—18,233-18,233-100%$7.5M———
Storen Legacy Partners, LLC
N/A—17,830-17,830-100%$7.3M———
Tower Research Capital LLC (TRC)
N/A—17,761-17,761-100%$7.3M———
Hirtle & Co., LLC
N/A—17,479-17,479-100%$7.2M———
Great Valley Advisor Group, Inc.
N/A—17,362-17,362-100%$7.1M———
FCA Corp
N/A—17,361-17,361-100%$7.1M———
Retirement Income Solutions, Inc
N/A—17,255-17,255-100%$6.2M———
Composition Wealth, LLC
N/A—17,064-17,064-100%$7.0M———
Checchi Capital Advisers, LLC
N/A—16,969-16,969-100%$6.9M———
Roble, Belko & Company, Inc
N/A—16,925-16,925-100%$6.9M———
Destination Wealth Management
N/A—16,777-16,777-100%$6.9M———
Allworth Financial LP
N/A—16,029-16,029-100%$6.6M———
First Financial Bankshares Inc
N/A—15,444-15,444-100%$6.3M———
Sound View Wealth Advisors Group, LLC
N/A—15,104-15,104-100%$6.2M———
Teachers Insurance & Annuity Association of America
N/A—14,967-14,967-100%$6.1M———
Lowery Thomas, LLC
N/A—14,833-14,833-100%$6.1M———
Aspen Capital Management, LLC
N/A—14,706-14,706-100%$6.0M———
Financial Engines Advisors L.L.C.
N/A—14,505-14,505-100%$5.9M———
Strategic Investment Advisors / MI
N/A—14,485-14,485-100%$5.9M———
Price T Rowe Associates Inc
N/A—14,469-14,469-100%$5.9M———
Rehmann Capital Advisory Group
N/A—14,442-14,442-100%$5.9M———
RWA Wealth Partners, LLC
N/A—14,359-14,359-100%$5.9M———
Arax Advisory Partners
N/A—14,210-14,210-100%$5.8M———
Consilio Wealth Advisors, LLC
N/A—13,965-13,965-100%$5.7M———
Baker Avenue Asset Management, LP
N/A—13,402-13,402-100%$5.5M———
IFC Advisors LLC
N/A—13,072-13,072-100%$5.4M———
Sand Hill Global Advisors, LLC
N/A—12,994-12,994-100%$5.3M———
Maridea Wealth Management LLC
N/A—12,697-12,697-100%$5.2M———
Utah Retirement Systems
N/A—12,582-12,582-100%$5.2M———
Iconiq Capital, LLC
N/A—12,499-12,499-100%$5.1M———
Hancock Whitney Corp
N/A—12,384-12,384-100%$5.1M———
Basecamp Wealth Advisors LLC
N/A—12,360-12,360-100%$5.1M———
Tocqueville Asset Management L.P.
N/A—12,210-12,210-100%$5.0M———
Jane Street Group, LLC
N/A—12,083-12,083-100%$4.9M———
HFG Advisors, Inc.
N/A—11,961-11,961-100%$4.9M———
Next Capital Management LLC
N/A—11,954-11,954-100%$4.9M———
Brown Brothers Harriman & Co
N/A—11,868-11,868-100%$4.9M———
Peapack Gladstone Financial Corp
N/A—11,829-11,829-100%$4.8M———
Freestone Capital Holdings, LLC
N/A—11,571-11,571-100%$4.7M———
Belpointe Asset Management LLC
N/A—10,792-10,792-100%$4.4M———
Elk River Wealth Management LLC
N/A—10,676-10,676-100%$4.4M———
Capital Group Private Client Services, Inc.
N/A—10,586-10,586-100%$4.3M———
O'shaughnessy Asset Management, LLC
N/A—10,469-10,469-100%$4.3M———
Horizon Investment Services, LLC
N/A—10,437-10,437-100%$4.3M———
Smartleaf Asset Management LLC
N/A—10,409-10,409-100%$4.2M———
Lansing Street Advisors
N/A—10,333-10,333-100%$4.2M———
One Wealth Map LLC
N/A—10,261-10,261-100%$4.1M———
Connable Office Inc
N/A—10,200-10,200-100%$4.2M———
Dakota Wealth Management
N/A—10,028-10,028-100%$4.1M———
AE Wealth Management LLC
N/A—9,739-9,739-100%$4.0M———
Guardian Wealth Advisors, LLC / NC
N/A—9,543-9,543-100%$3.9M———
Haverford Trust Co
N/A—9,541-9,541-100%$3.9M———
Kera Capital Partners, Inc.
N/A—9,513-9,513-100%$3.9M———
Rosenblum Silverman Sutton S F Inc
N/A—9,506-9,506-100%$3.9M———
Mainstay Capital Management LLC
N/A—8,870-8,870-100%$3.6M———
Mutual Advisors, LLC
N/A—8,717-8,717-100%$3.6M———
Chevy Chase Trust Holdings, LLC
N/A—8,497-8,497-100%$3.5M———
First Western Trust Bank
N/A—8,476-8,476-100%$3.5M———
Orion Porfolio Solutions, LLC
N/A—8,388-8,388-100%$3.4M———
KM Capital Management Ltd.
N/A—8,365-8,365-100%$3.4M———
SEI Investments Co
N/A—8,344-8,344-100%$3.4M———
Squarepoint Ops LLC
N/A—8,324-8,324-100%$3.4M———
Smith, Moore & Co.
N/A—8,202-8,202-100%$3.4M———
Focus Partners Advisor Solutions, LLC
N/A—8,175-8,175-100%$3.3M———
Cornerstone Advisory, LLC
N/A—8,151-8,151-100%$3.3M———
Arkadios Wealth Advisors
N/A—8,074-8,074-100%$3.3M———
Vanguard National Trust Co
N/A—8,011-8,011-100%$3.3M———
Prosperity Consulting Group, LLC
N/A—7,785-7,785-100%$3.2M———
Steward Partners Investment Advisory, LLC
N/A—7,756-7,756-100%$3.2M———
GTS Securities LLC
N/A—7,709-7,709-100%$3.2M———
Riverpoint Wealth Management Holdings, LLC
N/A—7,675-7,675-100%$3.1M———
Russell Investments Group, Ltd.
N/A—7,533-7,533-100%$3.1M———
Zhang Financial LLC
N/A—7,265-7,265-100%$3.0M———
Kovack Advisors, Inc.
N/A—7,198-7,198-100%$2.9M———
QRG Capital Management, Inc.
N/A—7,145-7,145-100%$2.9M———
Castle Wealth Management LLC
N/A—7,143-7,143-100%$2.9M———
Brand Asset Management Group, Inc.
N/A—7,074-7,074-100%$2.9M———
Capital Investment Management, Inc.
N/A—6,883-6,883-100%$2.8M———
Lutz Financial Services LLC
N/A—6,880-6,880-100%$2.8M———
Hilltop Holdings Inc.
N/A—6,849-6,849-100%$2.8M———
Two Sigma Securities, LLC
N/A—6,843-6,843-100%$2.8M———
McNamara Financial Services, Inc.
N/A—6,785-6,785-100%$2.8M———
Acadian Asset Management LLC
N/A—6,753-6,753-100%$2.8M———
Webster Bank, N. A.
N/A—6,752-6,752-100%$2.8M———
Global Retirement Partners, LLC
N/A—6,668-6,668-100%$2.7M———
Cahill Financial Advisors Inc
N/A—6,644-6,644-100%$2.7M———
Wick Capital Partners, LLC
N/A—6,564-6,564-100%$2.7M———
Gladstone Institutional Advisory LLC
N/A—6,483-6,483-100%$2.7M———
Mayflower Financial Advisors, LLC
N/A—6,413-6,413-100%$2.6M———
Broadview Financial Management, LLC
N/A—6,370-6,370-100%$2.6M———
Savvy Advisors, Inc.
N/A—6,360-6,360-100%$2.6M———
River Wealth Advisors LLC
N/A—6,359-6,359-100%$2.6M———
Essex Financial Services, Inc.
N/A—6,275-6,275-100%$2.6M———
Summit Financial, LLC
N/A—6,258-6,258-100%$2.6M———
SVB Wealth LLC
N/A—6,211-6,211-100%$2.5M———
HighPoint Advisor Group LLC
N/A—6,191-6,191-100%$2.5M———
Plum Street Advisors, LLC
N/A—6,043-6,043-100%$2.5M———
Foundations Investment Advisors, LLC
N/A—6,008-6,008-100%$2.5M———
Smithfield Trust Co
N/A—5,967-5,967-100%$2.4M———
Bawa N Mallick Trust
N/A—5,960-5,960-100%$2.4M———
Scharf Investments, LLC
N/A—5,956-5,956-100%$2.4M———
GenTrust, LLC
N/A—5,942-5,942-100%$2.4M———
Truepoint, Inc.
N/A—5,858-5,858-100%$2.4M———
Susquehanna International Group, LLP
N/A—5,792-5,792-100%$2.4M———
One Wealth Advisors, LLC
N/A—5,784-5,784-100%$2.4M———
Vista Capital Partners, Inc.
N/A—5,779-5,779-100%$2.4M———
Kiley Juergens Wealth Management, LLC
N/A—5,709-5,709-100%$2.3M———
Dorsey & Whitney Trust Co LLC
N/A—5,657-5,657-100%$2.3M———
Meramec Financial Planners, LLC
N/A—5,602-5,602-100%$2.3M———
Flputnam Investment Management Co
N/A—5,407-5,407-100%$2.1M———
Fiera Capital Corp
N/A—5,388-5,388-100%$2.2M———
Headlands Technologies LLC
N/A—5,231-5,231-100%$2.1M———
Talisman Wealth Advisors LLC
N/A—5,223-5,223-100%$2.1M———
Keebeck Wealth Management
N/A—5,201-5,201-100%$2.1M———
Kingsview Wealth Management, LLC
N/A—5,178-5,178-100%$2.1M———
Ausdal Financial Partners, Inc.
N/A—5,144-5,144-100%$2.1M———
Bridges Investment Management Inc
N/A—5,127-5,127-100%$2.1M———
Crestmont Private Wealth LLC
N/A—5,078-5,078-100%$2.1M———
Simmons Bank
N/A—4,989-4,989-100%$2.0M———
Fisher Asset Management, LLC
N/A—4,924-4,924-100%$2.0M———
Paul R. Ried Financial Group, LLC
N/A—4,832-4,832-100%$2.0M———
17 Capital Partners, LLC
N/A—4,797-4,797-100%$2.0M———
Westmount Partners, LLC
N/A—4,776-4,776-100%$2.0M———
Argent Trust Co
N/A—4,772-4,772-100%$2.0M———
Legacy Edge Advisors, LLC
N/A—4,763-4,763-100%$2.0M———
Tiemann Investment Advisors, LLC
N/A—4,760-4,760-100%$1.9M———
Advisors Capital Management, LLC
N/A—4,664-4,664-100%$1.9M———
Range Advisory, LLC
N/A—4,612-4,612-100%$1.9M———
Roundview Capital LLC
N/A—4,570-4,570-100%$1.9M———
World Investment Advisors
N/A—4,550-4,550-100%$1.8M———
MidFirst Bank
N/A—4,504-4,504-100%$1.8M———
One Capital Management, LLC
N/A—4,477-4,477-100%$1.6M———
EQ LLC
N/A—4,467-4,467-100%$1.8M———
Leavell Investment Management, Inc.
N/A—4,421-4,421-100%$1.8M———
Vanguard Personalized Indexing Management, LLC
N/A—4,331-4,331-100%$1.8M———
LaSalle St. Investment Advisors, LLC
N/A—4,224-4,224-100%$1.7M———
Morris Financial Concepts, Inc.
N/A—4,224-4,224-100%$1.7M———
NewEdge Wealth, LLC
N/A—4,167-4,167-100%$1.7M———
Callan Family Office, LLC
N/A—4,130-4,130-100%$1.7M———
Bluespring Wealth Management, LLC
N/A—4,128-4,128-100%$1.7M———
Nicolet Bankshares Inc
N/A—3,994-3,994-100%$1.6M———
Ellevest, Inc.
N/A—3,945-3,945-100%$1.5M———
Betterment LLC
N/A—3,887-3,887-100%$1.6M———
Nuveen, LLC
N/A—3,740-3,740-100%$1.5M———
Benjamin Edwards Inc
N/A—3,667-3,667-100%$1.5M———
Valmark Advisers, Inc.
N/A—3,626-3,626-100%$1.5M———
SouthState Bank Corp
N/A—3,596-3,596-100%$1.5M———
Heritage Wealth Advisors
N/A—3,548-3,548-100%$1.5M———
Strategic Wealth Partners, Ltd.
N/A—3,509-3,509-100%$1.4M———
PlanVest Financial, Inc
N/A—3,424-3,424-100%$1.4M———
Colonial Trust Advisors
N/A—3,400-3,400-100%$1.4M———
Choate Investment Advisors
N/A—3,391-3,391-100%$1.4M———
OFC Financial Planning, LLC
N/A—3,381-3,381-100%$1.4M———
Bollard Group LLC
N/A—3,344-3,344-100%$1.4M———
Vawter Financial, Ltd.
N/A—3,319-3,319-100%$1.4M———
Regimen Wealth, LLC
N/A—3,255-3,255-100%$1.3M———
Lowe Brockenbrough & Co Inc
N/A—3,235-3,235-100%$1.3M———
Meridian Wealth Advisors, LLC
N/A—3,190-3,190-100%$1.3M———
Note Advisors, LLC
N/A—3,165-3,165-100%$1.3M———
Atalanta Sosnoff Capital, LLC
N/A—3,145-3,145-100%$1.3M———
Spinnaker Trust
N/A—3,092-3,092-100%$1.3M———
Wealthquest Corp
N/A—3,058-3,058-100%$1.3M———
HM Payson & Co
N/A—2,972-2,972-100%$1.2M———
Venturi Wealth Management, LLC
N/A—2,946-2,946-100%$1.2M———
First National Bank of Omaha
N/A—2,945-2,945-100%$1.2M———
Biondo Investment Advisors, LLC
N/A—2,943-2,943-100%$1.2M———
JHP Wealth Management, LLC
N/A—2,933-2,933-100%$1.2M———
Cozad Asset Management Inc
N/A—2,904-2,904-100%$1.2M———
ATLas Financial Planning LLC
N/A—2,900-2,900-100%$1.2M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,839-2,839-100%$1.2M———
Legacy Trust
N/A—2,825-2,825-100%$1.2M———
Pallas Capital Advisors LLC
N/A—2,805-2,805-100%$1.1M———
Regal Investment Advisors LLC
N/A—2,792-2,792-100%$1.1M———
Kickstand Ventures, Llc.
N/A—2,767-2,767-100%$1.1M———
Ancora Advisors LLCA
N/A—2,762-2,762-100%$1.1M———
Hamilton Wealth, LLC
N/A—2,745-2,745-100%$1.1M———
LGL Partners, LLC
N/A—2,710-2,710-100%$1.1M———
HTG Investment Advisors, Inc.
N/A—2,696-2,696-100%$1.1M———
Hemenway Trust Co LLC
N/A—2,689-2,689-100%$1.1M———
Northstar Group, Inc.
N/A—2,662-2,662-100%$1.1M———
NorthCoast Asset Management LLC
N/A—2,644-2,644-100%$1.1M———
Resolute Wealth Advisor, Inc.
N/A—2,629-2,629-100%$937.4K———
Nwam LLC
N/A—2,625-2,625-100%$1.1M———
First American Trust, FSB
N/A—2,565-2,565-100%$1.1M———
IHT Wealth Management, LLC
N/A—2,547-2,547-100%$1.0M———
Falcon Wealth Planning
N/A—2,531-2,531-100%$1.0M———
5T Wealth, LLC
N/A—2,519-2,519-100%$1.0M———
Hollencrest Capital Management
N/A—2,504-2,504-100%$1.0M———
Fi3 Financial Advisors, LLC
N/A—2,500-2,500-100%$255.8K———
Cornerstone Financial Management LLC
N/A—2,498-2,498-100%$1.0M———
GQG Partners LLC
N/A—2,481-2,481-100%$1.0M———
Crews Bank & Trust
N/A—2,461-2,461-100%$1.0M———
Tradition Wealth Management, LLC
N/A—2,437-2,437-100%$997.8K———
Brandes Investment Partners, LP
N/A—2,428-2,428-100%$994.5K———
Steelhead Wealth Management LLC
N/A—2,428-2,428-100%$994.0K———
Pacific Financial Group Inc
N/A—2,421-2,421-100%$991.4K———
Sfmg, LLC
N/A—2,416-2,416-100%$989.4K———
Fidelis Capital Partners, LLC
N/A—2,412-2,412-100%$987.7K———
Kelman-Lazarov, Inc.
N/A—2,403-2,403-100%$984.0K———
Banque Transatlantique SA
N/A—2,386-2,386-100%$977.1K———
Lcnb Corp
N/A—2,365-2,365-100%$968.5K———
Mayport, LLC
N/A—2,352-2,352-100%$963.1K———
Cornerstone Advisors Asset Management, LLC
N/A—2,346-2,346-100%$960.5K———
Topsail Wealth Management, LLC
N/A—2,334-2,334-100%$955.8K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—2,299-2,299-100%$941.4K———
Graver Capital Management, LLC
N/A—2,286-2,286-100%$936.1K———
BSW Wealth Partners
N/A—2,197-2,197-100%$899.7K———
Synergy Investment Management, LLC
N/A—2,194-2,194-100%$898.4K———
Kavar Capital Partners Group, LLC
N/A—2,157-2,157-100%$883.3K———
Portland Global Advisors LLC
N/A—2,117-2,117-100%$866.9K———
Nomura Asset Management Co LTD
N/A—2,115-2,115-100%$866.1K———
Staley Capital Advisers Inc
N/A—2,100-2,100-100%$860.0K———
Wealth Alliance, LLC
N/A—2,056-2,056-100%$841.8K———
Migdal Insurance & Financial Holdings Ltd.
N/A—2,052-2,052-100%$785.6K———
Headinvest, LLC
N/A—2,050-2,050-100%$839.5K———
Centaurus Financial, Inc.
N/A—2,038-2,038-100%$835.0K———
Vanguard Advisers Inc
N/A—2,027-2,027-100%$830.1K———
Bogart Wealth, LLC
N/A—2,019-2,019-100%$826.7K———
Paces Ferry Wealth Advisors, LLC
N/A—2,012-2,012-100%$823.9K———
SOA Wealth Advisors, Llc.
N/A—2,008-2,008-100%$822.2K———
CIBC World Market Inc.
N/A—2,006-2,006-100%$821.5K———
Azimuth Capital Investment Management LLC
N/A—2,002-2,002-100%$819.8K———
Perennial Investment Advisors, LLC
N/A—2,002-2,002-100%$819.9K———
Douglass Winthrop Advisors, LLC
N/A—1,990-1,990-100%$814.9K———
Transcend Capital Advisors, LLC
N/A—1,977-1,977-100%$809.5K———
Mittelman Wealth Management
N/A—1,972-1,972-100%$1.3M———
Planwiser Financial, LLC
N/A—1,964-1,964-100%$804.3K———
Transamerica Financial Advisors, LLC
N/A—1,960-1,960-100%$802.8K———
Red Door Wealth Management, LLC
N/A—1,953-1,953-100%$800.0K———
Capital International Investors
N/A—1,934-1,934-100%$785.8K———
CreativeOne Wealth, LLC
N/A—1,906-1,906-100%$780.7K———
Laffer Tengler Investments, Inc.
N/A—1,892-1,892-100%$774.8K———
BankPlus Trust Department
N/A—1,877-1,877-100%$768.6K———
Houlihan Financial Resource Group, Ltd.
N/A—1,850-1,850-100%$757.6K———
Omnia Family Wealth, LLC
N/A—1,848-1,848-100%$756.8K———
Paragon Financial Partners, Inc.
N/A—1,836-1,836-100%$749.9K———
Strategic Wealth Advisors LLC
N/A—1,835-1,835-100%$685———
Crewe Advisors LLC
N/A—1,833-1,833-100%$750.6K———
Delta Investment Management, LLC
N/A—1,829-1,829-100%$748.8K———
Highland Investment Advisors LLC
N/A—1,816-1,816-100%$743.6K———
Pack Private Wealth, LLC
N/A—1,772-1,772-100%$725.6K———
Western Wealth Management, LLC
N/A—1,756-1,756-100%$719.2K———
WNY Asset Management, LLC
N/A—1,739-1,739-100%$712.2K———
New Republic Capital, LLC
N/A—1,731-1,731-100%$708.9K———
Stock Yards Bank & Trust Co
N/A—1,721-1,721-100%$704.8K———
KilterHowling LLC
N/A—1,719-1,719-100%$703.9K———
Westshore Wealth, LLC
N/A—1,699-1,699-100%$695.7K———
Tolleson Wealth Management, Inc.
N/A—1,690-1,690-100%$692.1K———
Alongside, LLC
N/A—1,678-1,678-100%$687.2K———
49 Wealth Management, LLC
N/A—1,678-1,678-100%$687.2K———
Integrated Investment Consultants, LLC
N/A—1,675-1,675-100%$685.9K———
Trexquant Investment LP
N/A—1,611-1,611-100%$659.7K———
FAS Wealth Partners, Inc.
N/A—1,607-1,607-100%$657.9K———
Syon Capital LLC
N/A—1,600-1,600-100%$655.2K———
USA Financial Formulas
N/A—1,597-1,597-100%$654.0K———
Advyzon Investment Management, LLC
N/A—1,589-1,589-100%$650.5K———
Notis-McConarty Edward
N/A—1,585-1,585-100%$649.1K———
Golden Road Advisors LLC
N/A—1,571-1,571-100%$643.3K———
Qube Research & Technologies Ltd
N/A—1,563-1,563-100%$640.0K———
Uniting Wealth Partners, LLC
N/A—1,560-1,560-100%$638.8K———
Members Trust Co
N/A—1,550-1,550-100%$634.7K———
Gateway Wealth Partners, LLC
N/A—1,541-1,541-100%$630.8K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—1,535-1,535-100%$628.6K———
Osborne Partners Capital Management, LLC
N/A—1,524-1,524-100%$624.1K———
Spartan Wealth Advisory Services LLC
N/A—1,519-1,519-100%$622.0K———
Quotient Wealth Partners, LLC
N/A—1,508-1,508-100%$617.5K———
Proficio Capital Partners LLC
N/A—1,490-1,490-100%$610.2K———
Victory Capital Management Inc
N/A—1,489-1,489-100%$609.9K———
Harbour Investments, Inc.
N/A—1,483-1,483-100%$607.1K———
Alta Wealth Advisors LLC
N/A—1,469-1,469-100%$601.5K———
Zacks Investment Management
N/A—1,459-1,459-100%$597.8K———
Vestmark Advisory Solutions, Inc.
N/A—1,455-1,455-100%$595.7K———
Geneos Wealth Management Inc.
N/A—1,446-1,446-100%$592.1K———
Klingenstein Fields & Co LP
N/A—1,444-1,444-100%$591.3K———
K.J. Harrison & Partners Inc
N/A—1,443-1,443-100%$590.9K———
Prasad Wealth Partners, LLC
N/A—1,430-1,430-100%$585.7K———
Edgestream Partners, L.P.
N/A—1,411-1,411-100%$577.8K———
Cary Street Partners Financial LLC
N/A—1,408-1,408-100%$576.6K———
Cogent Private Wealth, Inc.
N/A—1,404-1,404-100%$574.9K———
PFG Investments, LLC
N/A—1,400-1,400-100%$573.4K———
Becker Capital Management Inc
N/A—1,392-1,392-100%$570.0K———
Farmers National Bank
N/A—1,388-1,388-100%$568.4K———
Tudor Investment Corp ET AL
N/A—1,384-1,384-100%$566.7K———
Rothschild Investment LLC
N/A—1,370-1,370-100%$561.0K———
Alcosta Capital Management, Inc.
N/A—1,368-1,368-100%$560.2K———
Ruggaard & Associates LLC
N/A—1,368-1,368-100%$560.2K———
MA Private Wealth
N/A—1,366-1,366-100%$559.4K———
W1m Asset Management Ltd
N/A—1,360-1,360-100%$556.8K———
Manhattan West Asset Management, LLC
N/A—1,358-1,358-100%$556.1K———
Lazard Asset Management LLC
N/A—1,353-1,353-100%$554.1K———
Pgim Custom Harvest LLC
N/A—1,350-1,350-100%$552.9K———
Stratos Wealth Advisors, LLC
N/A—1,343-1,343-100%$550.0K———
M3 Advisory Group, LLC
N/A—1,342-1,342-100%$549.5K———
AssuredPartners Investment Advisors, LLC
N/A—1,340-1,340-100%$548.7K———
1ST Source Bank
N/A—1,340-1,340-100%$548.7K———
Coastal Bridge Advisors, LLC
N/A—1,334-1,334-100%$546.3K———
TD Capital Management LLC
N/A—1,328-1,328-100%$543.7K———
Bridgewater Advisors Inc.
N/A—1,323-1,323-100%$548.5K———
Clark Capital Management Group, Inc.
N/A—1,304-1,304-100%$534.0K———
Asset Management Group, Inc.
N/A—1,291-1,291-100%$528.5K———
Empowered Funds, LLC
N/A—1,288-1,288-100%$527.4K———
DV Trading LLC
N/A—1,247-1,247-100%$510.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,246-1,246-100%$510.2K———
Amundi
N/A—1,232-1,232-100%$504.5K———
Drake & Associates, LLC
N/A—1,230-1,230-100%$503.7K———
Meeder Advisory Services, Inc.
N/A—1,205-1,205-100%$493.6K———
Shared Vision Wealth Group LLC
N/A—1,203-1,203-100%$492.6K———
V2 Financial group LLC
N/A—1,200-1,200-100%$491.4K———
Generation Capital Management LLC
N/A—1,190-1,190-100%$487.3K———
Quantbot Technologies LP
N/A—1,189-1,189-100%$486.9K———
Rothschild Capital Partners, LLC
N/A—1,181-1,181-100%$483.8K———
Imprint Wealth LLC
N/A—1,172-1,172-100%$479.9K———
JPL Wealth Management, LLC
N/A—1,171-1,171-100%$479.5K———
Monograph Wealth Advisors, LLC
N/A—1,170-1,170-100%$479.2K———
Wellspring Financial Advisors, LLC
N/A—1,167-1,167-100%$477.8K———
First Manhattan Co. Llc.
N/A—1,155-1,155-100%$473.0K———
Dunhill Financial, LLC
N/A—1,122-1,122-100%$459.5K———
Meridian Wealth Partners, LLC
N/A—1,111-1,111-100%$455.0K———
Mpwm Advisory Solutions, LLC
N/A—1,107-1,107-100%$453.5K———
Anchor Investment Management, LLC
N/A—1,099-1,099-100%$450.0K———
Manning & Napier Advisors LLC
N/A—1,097-1,097-100%$445.7K———
West Michigan Advisors, LLC
N/A—1,085-1,085-100%$444.3K———
Madison Asset Management, LLC
N/A—1,067-1,067-100%$436.9K———
UBS Asset Management Americas LLC
N/A—1,065-1,065-100%$436.1K———
Pointe Capital Management LLC
N/A—1,059-1,059-100%$433.7K———
Madison Wealth Partners, Inc
N/A—1,050-1,050-100%$429.9K———
Astoria Strategic Wealth, Inc.
N/A—1,046-1,046-100%$428.3K———
Disciplined Investments, LLC
N/A—1,045-1,045-100%$427.9K———
Foster & Motley Inc
N/A—1,036-1,036-100%$424.0K———
Capital Advisors Inc
N/A—1,024-1,024-100%$419.2K———
Operose Advisors LLC
N/A—1,022-1,022-100%$418.5K———
Jump Financial, LLC
N/A—1,015-1,015-100%$415.6K———
Chesapeake Wealth Management
N/A—1,000-1,000-100%$409.5K———
Summit Wealth & Retirement Planning, Inc.
N/A—1,000-1,000-100%$409.5K———
Madden Advisory Services, Inc.
N/A—996-996-100%$407.9K———
Silver Oak Advisory Group, Inc.
N/A—994-994-100%$407.0K———
FFT Wealth Management LLC
N/A—988-988-100%$404.4K———
Bedel Financial Consulting, Inc.
N/A—980-980-100%$401.3K———
Personal CFO Solutions, LLC
N/A—976-976-100%$399.7K———
Advisory Alpha, LLC
N/A—943-943-100%$386.2K———
Ameritas Advisory Services, LLC
N/A—936-936-100%$383.4K———
AFT, Forsyth & Company, Inc.
N/A—922-922-100%$377.8K———
ODonnell Financial Services, LLC
N/A—914-914-100%$374.3K———
National Bank of Canada
N/A—907-907-100%$371.3K———
AMJ Financial Wealth Management
N/A—903-903-100%$322.0K———
Parkwoods Wealth Partners, LLC
N/A—895-895-100%$366.3K———
Wealthgarden F.S. LLC
N/A—895-895-100%$366.5K———
Cape COD Five Cents Savings Bank
N/A—886-886-100%$362.8K———
Accretive Wealth Partners, LLC
N/A—883-883-100%$361.6K———
Townsquare Capital LLC
N/A—882-882-100%$361.2K———
XTX Topco Ltd
N/A—876-876-100%$358.7K———
Intellus Advisors LLC
N/A—863-863-100%$353.4K———
Mosaic Family Wealth Partners, LLC
N/A—856-856-100%$350.5K———
Financial Alternatives, Inc
N/A—851-851-100%$348.5K———
Werba Rubin Papier Wealth Management
N/A—850-850-100%$348.0K———
Allred Capital Management, LLC
N/A—835-835-100%$341.9K———
Wealth Advisors of Iowa, LLC
N/A—832-832-100%$340.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—826-826-100%$338.2K———
Aureus Asset Management, LLC
N/A—824-824-100%$337.4K———
Kapstone Financial Advisors LLC
N/A—810-810-100%$331.7K———
Hutchinson Capital Management
N/A—806-806-100%$330.1K———
Schonfeld Strategic Advisors LLC
N/A—803-803-100%$328.8K———
Melfa Wealth Management, Inc.
N/A—800-800-100%$327.6K———
Rathbones Group PLC
N/A—797-797-100%$326.4K———
Calton & Associates, Inc.
N/A—789-789-100%$323.1K———
Faithward Advisors, LLC
N/A—781-781-100%$319.6K———
Boston Research & Management Inc
N/A—768-768-100%$314.5K———
Blom & Howell Financial Planning, Inc.
N/A—766-766-100%$313.7K———
IFG Advisory, LLC
N/A—765-765-100%$313.1K———
Millington Financial Advisors, LLC
N/A—764-764-100%$310.7K———
Highview Capital Management LLC
N/A—760-760-100%$311.2K———
Holistic Financial Partners
N/A—760-760-100%$311.2K———
Alesco Advisors, LLC, An ESL Co
N/A—751-751-100%$307.5K———
First Commonwealth Financial Corp
N/A—748-748-100%$306.3K———
Kemnay Advisory Services Inc.
N/A—743-743-100%$304.3K———
Private Capital Management, LLC
N/A—737-737-100%$302.0K———
Bearing Point Capital, LLC
N/A—730-730-100%$298.9K———
WealthCollab, LLC
N/A—730-730-100%$298.9K———
Rialto Wealth Management, LLC
N/A—727-727-100%$297.7K———
Jacobson & Schmitt Advisors, LLC
N/A—727-727-100%$297.7K———
TFR Capital, Llc.
N/A—725-725-100%$296.9K———
SHP Wealth Management
N/A—721-721-100%$295.4K———
Colonial Trust Co / SC
N/A—719-719-100%$294.3K———
Oak Wealth Advisors LLC
N/A—717-717-100%$293.6K———
State Street Corp
N/A—700-700-100%$286.7K———
Beacon Harbor Wealth Advisors, Inc.
N/A—698-698-100%$285.0K———
Fielder Capital Group LLC
N/A—690-690-100%$282.6K———
Snowden Capital Advisors LLC
N/A—687-687-100%$281.5K———
Kintra Wealth, LLC
N/A—687-687-100%$292.6K———
ST Germain D J Co Inc
N/A—687-687-100%$281.3K———
King Wealth Management Group
N/A—686-686-100%$281.0K———
Prairieview Wealth Partners, LLC
N/A—684-684-100%$280.1K———
Quest Investment Management LLC
N/A—680-680-100%$278.5K———
Colter Lewis Investment Partners LLC
N/A—677-677-100%$277.3K———
Invesco Ltd.
N/A—674-674-100%$275.9K———
Silicon Valley Capital Partners
N/A—670-670-100%$274.5K———
Fortis Capital Management LLC
N/A—660-660-100%$270.4K———
Petix & Botte Co
N/A—658-658-100%$269.5K———
Avise Financial Cooperative, Inc.
N/A—655-655-100%$268.2K———
Affinity Wealth Management LLC
N/A—652-652-100%$267.0K———
Financial Gravity Companies, Inc.
N/A—647-647-100%$264.9K———
Gould Asset Management LLC
N/A—644-644-100%$263.7K———
Seneschal Advisors, LLC
N/A—643-643-100%$263.3K———
NWK Group, Inc.
N/A—640-640-100%$262.1K———
Athena Investment Management
N/A—637-637-100%$261.0K———
Marco Investment Management LLC
N/A—635-635-100%$260.0K———
Novare Capital Management LLC
N/A—632-632-100%$258.7K———
Aspen Grove Capital, LLC
N/A—631-631-100%$258.4K———
Roberts Glore & Co Inc
N/A—619-619-100%$253.5K———
Fiduciary Financial Advisors
N/A—618-618-100%$253.0K———
Boston Family Office LLC
N/A—617-617-100%$253.0K———
Cofg Advisors, LLC
N/A—611-611-100%$250.3K———
Capital Research Global Investors
N/A—611-611-100%$248.3K———
Pennington Partners & Co., LLC
N/A—610-610-100%$249.7K———
Capital Asset Managemnet, LLC
N/A—609-609-100%$249.4K———
Prudent Investors Network, Inc.
N/A—605-605-100%$247.7K———
Wimmer Associates 1, LLC
N/A—604-604-100%$247.3K———
Prestige Wealth Management Group LLC
N/A—600-600-100%$245.7K———
Somerville Kurt F
N/A—600-600-100%$245.7K———
Vision Retirement, LLC
N/A—600-600-100%$245.7K———
Olde Wealth Management, LLC
N/A—599-599-100%$245.0K———
Resurgent Financial Advisors LLC
N/A—592-592-100%$242.4K———
Founders Financial Alliance, LLC
N/A—586-586-100%$240.0K———
Twin Peaks Wealth Advisors, LLC
N/A—585-585-100%$239.6K———
Fort Sheridan Advisors LLC
N/A—585-585-100%$239.6K———
Baron Silver Stevens Financial Advisors, LLC
N/A—583-583-100%$238.7K———
SageView Advisory Group, LLC
N/A—575-575-100%$235.5K———
Fayez Sarofim & Co
N/A—571-571-100%$233.7K———
MorganRosel Wealth Management, LLC
N/A—571-571-100%$233.8K———
Howe & Rusling Inc
N/A—568-568-100%$232.7K———
Northstar Advisory Group, LLC
N/A—567-567-100%$232.2K———
BBR Partners, LLC
N/A—564-564-100%$231.0K———
Moors & Cabot, Inc.
N/A—562-562-100%$230.3K———
Granite Bay Wealth Management, LLC
N/A—561-561-100%$230.0K———
Bull Harbor Capital LLC
N/A—561-561-100%$229.7K———
Hardy Reed LLC
N/A—540-540-100%$221.1K———
Libra Wealth LLC
N/A—538-538-100%$220.3K———
Goldstone Financial Group, LLC
N/A—538-538-100%$220.4K———
Federation des caisses Desjardins du Quebec
N/A—535-535-100%$219.1K———
Coastwise Capital Group, LLC
N/A—535-535-100%$219.1K———
Littlejohn Financial Services, Inc.
N/A—529-529-100%$216.6K———
Financial Plan, Inc.
N/A—523-523-100%$214.2K———
Investment Advisory Group, LLC
N/A—518-518-100%$212.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—516-516-100%$211.3K———
Clifford Group, LLC
N/A—506-506-100%$207.2K———
Purkiss Capital Advisors LLC
N/A—504-504-100%$206.4K———
Axis Wealth Partners, LLC
N/A—504-504-100%$206.4K———
Main Street Financial Solutions, LLC
N/A—500-500-100%$204.8K———
Beaird Harris Wealth Management, LLC
N/A—496-496-100%$203.1K———
C M Bidwell & Associates LTD
N/A—496-496-100%$203.1K———
Ingalls & Snyder LLC
N/A—493-493-100%$202.0K———
Millstone Evans Group, LLC
N/A—478-478-100%$195.7K———
Hantz Financial Services, Inc.
N/A—458-458-100%$188.0K———
PIN OAK Investment Advisors Inc
N/A—445-445-100%$182.0K———
Copia Wealth Management
N/A—435-435-100%$178.1K———
N.E.W. Advisory Services LLC
N/A—434-434-100%$177.7K———
Integrity Financial Corp
N/A—416-416-100%$170.4K———
Family Manage LLC
N/A—405-405-100%$165.8K———
BFC Planning, Inc.
N/A—392-392-100%$160.5K———
London Co of Virginia
N/A—392-392-100%$160.6K———
Financial Life Planners
N/A—385-385-100%$157.8K———
Institute for Wealth Management, Llc.
N/A—374-374-100%$153.2K———
Horizon Investments, LLC
N/A—349-349-100%$142.9K———
Barclays PLC
N/A—340-340-100%$139.2K———
Marquette Associates, Inc.
N/A—321-321-100%$131.5K———
Paladin Advisory Group, LLC
N/A—308-308-100%$126.1K———
Private Wealth Asset Management, LLC
N/A—307-307-100%$125.7K———
Frazier Financial Advisors, LLC
N/A—300-300-100%$122.9K———
Innovative Asset Advisors Group, LLC
N/A—282-282-100%$115.6K———
Quent Capital, LLC
N/A—281-281-100%$114.9K———
Keating Financial Advisory Services, Inc.
N/A—265-265-100%$108.5K———
HHM Wealth Advisors, LLC
N/A—258-258-100%$105.7K———
Security National Bank of Sioux City Iowa
N/A—240-240-100%$98.3K———
Avalon Trust Co
N/A—235-235-100%$96.2K———
GeoWealth Management, LLC
N/A—231-231-100%$94.6K———
Investment Counsel Co of Nevada
N/A—230-230-100%$94.2K———
IMA Advisory Services, Inc.
N/A—228-228-100%$93.4K———
Providence Capital Advisors, LLC
N/A—209-209-100%$85.4K———
Windsor Advisory Group, LLC
N/A—187-187-100%$76.6K———
Steigerwald, Gordon & Koch Inc.
N/A—186-186-100%$76.2K———
Regatta Research & Money Management
N/A—178-178-100%$72.9K———
Forum Finance Group S.A.
N/A—175-175-100%$58———
Addison Advisors LLC
N/A—171-171-100%$70.0K———
WealthShield Partners, LLC
N/A—167-167-100%$68.4K———
Top Private Wealth Llc.
N/A—160-160-100%$65.6K———
Cary Street Partners Investment Advisory LLC
N/A—157-157-100%$64.3K———
FWL Investment Management, LLC
N/A—153-153-100%$62.7K———
Motco
N/A—151-151-100%$61.8K———
Aventura Private Wealth, LLC
N/A—146-146-100%$59.8K———
Evolution Advisers, Inc.
N/A—135-135-100%$55.0K———
Wellington Grp LLC
N/A—124-124-100%$44.2K———
Timmons Wealth Management, LLC
N/A—118-118-100%$48.1K———
GW&K Investment Management, LLC
N/A—114-114-100%$47.0K———
RED Reef Advisors LLC
N/A—106-106-100%$43.4K———
Fourth Dimension Wealth, LLC
N/A—102-102-100%$41.6K———
Pinney & Scofield, Inc.
N/A—100-100-100%$41.0K———
LRI Investments, LLC
N/A—96-96-100%$39.3K———
Coppell Advisory Solutions LLC
N/A—88-88-100%$10.5M———
Orion Capital Management LLC
N/A—81-81-100%$33.2K———
1 North Wealth Services LLC
N/A—75-75-100%$30.7K———
Logan Capital Management Inc
N/A—71-71-100%$29.1K———
Luminist Capital LLC
N/A—62-62-100%$25.4K———
Caitlin John, LLC
N/A—61-61-100%$25.0K———
Glen Eagle Advisors, LLC
N/A—59-59-100%$24.2K———
Quantum Portfolio Management LLC
N/A—47-47-100%$19.2K———
Ankerstar Wealth, LLC
N/A—42-42-100%$17.2K———
Capital Analysts, LLC
N/A—37-37-100%$15.0K———
IAG Wealth Partners, LLC
N/A—31-31-100%$12.7K———
Caldwell Sutter Capital, Inc.
N/A—28-28-100%$11.5K———
Prosperity Bancshares Inc
N/A—25-25-100%$10.2K———
Strategic Investment Solutions, Inc.
N/A—25-25-100%$10.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—24-24-100%$9.8K———
Winch Advisory Services, LLC
N/A—12-12-100%$5.0K———
Deutsche Bank Ag\
N/A—6-6-100%$2.5K———
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