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Ishares Russell 2000 Value E (IWN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
D.A. Davidson & Co.
INCREASED
Shares1,289,398 from 1,281,525
Change+7,873 (+1%)
Value$270.1M (-$13.4M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares731,422 from 756,672
Change-25,250 (-3%)
Value$153.2M (-$14.2M)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
DECREASED
Shares653,168 from 654,442
Change-1,274 (0%)
Value$136.8M (-$8.0M)
Filed 2026-10-27
Bailard, Inc.
INCREASED
Shares492,591 from 485,652
Change+6,939 (+1%)
Value$103.2M (-$4.3M)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares402,223 from 397,941
Change+4,282 (+1%)
Value$84.2M (-$3.8M)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares279,083 from 278,097
Change+986 (+0%)
Value$58.5M (-$3.1M)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares246,684 from 243,333
Change+3,351 (+1%)
Value$51.7M (-$2.2M)
Filed 2026-10-28
Stephens Group Asset Management, LLC
DECREASED
Shares231,073 from 233,866
Change-2,793 (-1%)
Value$48.4M (-$3.3M)
Filed 2026-10-09
AMG National Trust Bank
DECREASED
Shares229,828 from 233,018
Change-3,190 (-1%)
Value$48.1M (-$3.4M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares192,124 from 175,233
Change+16,891 (+10%)
Value$40.2M (+$1.5M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares188,771 from 188,771
Change0 (0%)
Value$39.5M (-$2.2M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares170,791 from 177,121
Change-6,330 (-4%)
Value$35.8M (-$3.4M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares169,162 from 176,936
Change-7,774 (-4%)
Value$35.7M (-$3.2M)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares153,351 from 162,783
Change-9,432 (-6%)
Value$32.1M (-$3.9M)
Filed 2026-11-02
Courier Capital LLC
INCREASED
Shares131,131 from 130,333
Change+798 (+1%)
Value$27.5M (-$1.4M)
Filed 2026-10-19
Modera Wealth Management, LLC
DECREASED
Shares128,998 from 130,222
Change-1,224 (-1%)
Value$27.0M (-$1.8M)
Filed 2026-10-28
WoodTrust Financial Corp
DECREASED
Shares127,265 from 132,146
Change-4,881 (-4%)
Value$26.7K (-$29.2M)
Filed 2026-10-09
Truist Financial Corp
DECREASED
Shares123,574 from 124,455
Change-881 (-1%)
Value$25.9M (-$1.6M)
Filed 2026-10-30
Powell Investment Advisors, LLC
DECREASED
Shares115,107 from 115,249
Change-142 (0%)
Value$24.1M (-$1.4M)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares108,310 from 8,967
Change+99,343 (+1108%)
Value$22.7M (+$20.7M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares93,213 from 90,616
Change+2,597 (+3%)
Value$19.5M (-$520.7K)
Filed 2026-11-02
Aspiriant, LLC
DECREASED
Shares76,365 from 79,419
Change-3,054 (-4%)
Value$16.0M (-$1.6M)
Filed 2026-10-16
Leeward Investments, LLC - MA
INCREASED
Shares75,047 from 58,194
Change+16,853 (+29%)
Value$15.7M (+$2.8M)
Filed 2026-10-23
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares71,297 from 70,047
Change+1,250 (+2%)
Value$14.9M (-$561.2K)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED
Shares67,669 from 72,054
Change-4,385 (-6%)
Value$14.2M (-$1.8M)
Filed 2026-11-05
LBJ Family Wealth Advisors, Ltd.
DECREASED
Shares59,728 from 60,110
Change-382 (-1%)
Value$12.5K (-$791)
Filed 2026-10-01
Sonata Capital Group Inc
DECREASED
Shares59,682 from 60,479
Change-797 (-1%)
Value$12.5M (-$877.5K)
Filed 2026-10-19
First Horizon Corp
DECREASED
Shares57,881 from 57,924
Change-43 (0%)
Value$12.1M (-$689.6K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
DECREASED
Shares57,735 from 60,119
Change-2,384 (-4%)
Value$12.1M (-$1.2M)
Filed 2026-10-13
Keybank National Association
INCREASED
Shares57,192 from 56,104
Change+1,088 (+2%)
Value$12.0M (-$431.3K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares55,980 from 48,958
Change+7,022 (+14%)
Value$11.7M (+$895.3K)
Filed 2026-10-23
Marion Wealth Management
INCREASED
Shares51,950 from 51,511
Change+439 (+1%)
Value$10.9M (-$513.3K)
Filed 2026-10-22
Corundum Group, Inc.
DECREASED
Shares51,848 from 53,073
Change-1,225 (-2%)
Value$10.9M (-$880.2K)
Filed 2026-10-28
Navigation Group, LLC
DECREASED
Shares51,068 from 52,829
Change-1,761 (-3%)
Value$10.7M (-$989.5K)
Filed 2026-10-28
Berkshire Money Management, Inc.
NEW
Shares50,747
Change+50,747
Value$10.6M
Filed 2026-10-21
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares50,500 from 50,500
Change0 (0%)
Value$10.6M (-$593.4K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares50,003 from 48,074
Change+1,929 (+4%)
Value$10.5M (-$160.9K)
Filed 2026-11-02
RTD Financial Advisors, Inc.
DECREASED
Shares49,047 from 49,468
Change-421 (-1%)
Value$10.3M (-$669.4K)
Filed 2026-10-09
Idaho Trust Co
INCREASED
Shares48,015 from 47,340
Change+675 (+1%)
Value$10.1M (-$414.9K)
Filed 2026-11-04
Sanders Morris Harris LLC
NEW
Shares47,871
Change+47,871
Value$10.0M
Filed 2026-10-14
Viewpoint Capital Management LLC
INCREASED
Shares46,443 from 43,186
Change+3,257 (+8%)
Value$9.7M (+$173.7K)
Filed 2026-10-27
Onyx Bridge Wealth Group LLC
INCREASED
Shares46,202 from 11,739
Change+34,463 (+294%)
Value$9.7M (+$7.1M)
Filed 2026-10-16
Wall Capital Group, Inc.
NEW
Shares38,321
Change+38,321
Value$8.0M
Filed 2026-10-14
United Asset Strategies, Inc.
DECREASED
Shares38,224 from 38,516
Change-292 (-1%)
Value$8.0M (-$513.6K)
Filed 2026-10-28
OFS Enterprise LLC
INCREASED
Shares37,967 from 37,848
Change+119 (+0%)
Value$8.0M (-$419.7K)
Filed 2026-10-16
LWM Advisors Inc
DECREASED
Shares37,856 from 38,500
Change-644 (-2%)
Value$7.9M (-$587.4K)
Filed 2026-10-08
Venture Visionary Partners LLC
INCREASED
Shares35,375 from 34,039
Change+1,336 (+4%)
Value$7.4M (-$120.3K)
Filed 2026-10-07
Brookstone Capital Management
DECREASED
Shares34,828 from 35,644
Change-816 (-2%)
Value$7.3M (-$589.8K)
Filed 2026-10-22
Stevens Capital Partners
INCREASED
Shares34,559 from 30,437
Change+4,122 (+14%)
Value$7.2M (+$505.6K)
Filed 2026-10-29
Foundation Wealth Management, LLC
DECREASED
Shares34,514 from 35,378
Change-864 (-2%)
Value$7.2M (-$596.7K)
Filed 2026-10-22
Investment Partners, Ltd.
INCREASED
Shares34,141 from 17,594
Change+16,547 (+94%)
Value$7.2M (+$3.3M)
Filed 2026-10-29
Titleist Asset Management, LLC
INCREASED
Shares33,959 from 33,924
Change+35 (+0%)
Value$7.1M (-$391.3K)
Filed 2026-10-08
Droms Strauss Advisors Inc
DECREASED
Shares33,654 from 34,475
Change-821 (-2%)
Value$7.0M (-$577.1K)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares32,977 from 32,424
Change+553 (+2%)
Value$6.9M (-$265.3K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares32,161 from 30,804
Change+1,357 (+4%)
Value$6.8M (-$46.7K)
Filed 2026-10-16
Instrumental Wealth, LLC
INCREASED
Shares31,608 from 30,417
Change+1,191 (+4%)
Value$6.6M (-$107.9K)
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares31,153 from 9,316
Change+21,837 (+234%)
Value$6.5M (+$4.5M)
Filed 2026-10-15
Basso Capital Management, L.P.
NEW
Shares30,573
Change+30,573
Value$6.4M
Filed 2026-10-30
Brooklyn FI, LLC
DECREASED
Shares29,299 from 30,065
Change-766 (-3%)
Value$6.4M (-$269.6K)
Filed 2026-11-05
Mullaney, Keating & Wright, Inc.
DECREASED
Shares28,944 from 29,482
Change-538 (-2%)
Value$6.1M (-$458.9K)
Filed 2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares28,650 from 28,554
Change+96 (+0%)
Value$6.0M (-$315.5K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
DECREASED
Shares28,558 from 29,847
Change-1,289 (-4%)
Value$6.0M (-$620.7K)
Filed 2026-11-03
InvesTrust
DECREASED
Shares28,066 from 28,181
Change-115 (0%)
Value$5.9M (-$355.2K)
Filed 2026-10-14
Strategic Equity Management
DECREASED
Shares27,706 from 73,135
Change-45,429 (-62%)
Value$5.8M (-$10.4M)
Filed 2026-11-04
Fell Capital Management
INCREASED
Shares27,420 from 27,215
Change+205 (+1%)
Value$5.7M (-$276.8K)
Filed 2026-10-09
Lido Advisors, LLC
INCREASED
Shares26,805 from 21,542
Change+5,263 (+24%)
Value$5.6M (+$849.3K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares26,702 from 26,496
Change+206 (+1%)
Value$5.6K (-$5.9M)
Filed 2026-11-02
Noble Family Wealth, LLC
DECREASED
Shares25,608 from 25,619
Change-11 (0%)
Value$5.4M (-$303.3K)
Filed 2026-10-26
Principal Financial Group Inc
DECREASED
Shares25,243 from 85,664
Change-60,421 (-71%)
Value$5.3M (-$13.7M)
Filed 2026-11-02
Whitegate Investment Counselors, Inc.
DECREASED
Shares24,651 from 24,680
Change-29 (0%)
Value$5.2M (-$296.1K)
Filed 2026-11-02
City Holding Co
INCREASED
Shares24,535 from 22,445
Change+2,090 (+9%)
Value$5.1M (+$174.0K)
Filed 2026-10-19
Blueline Advisors LLC
DECREASED
Shares24,094 from 24,314
Change-220 (-1%)
Value$5.0M (-$331.7K)
Filed 2026-10-15
Wesbanco Bank Inc
DECREASED
Shares23,946 from 26,243
Change-2,297 (-9%)
Value$5.0M (-$789.5K)
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares22,355 from 22,409
Change-54 (0%)
Value$4.7M (-$274.7K)
Filed 2026-10-27
Bokf, NA
DECREASED
Shares21,968 from 22,528
Change-560 (-2%)
Value$4.6M (-$382.0K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares21,628 from 21,481
Change+147 (+1%)
Value$4.5M (-$221.6K)
Filed 2026-10-08
Bare Financial Services, Inc
DECREASED
Shares21,158 from 21,335
Change-177 (-1%)
Value$4.4M (-$287.8K)
Filed 2026-11-04
Atlas Brown,Inc.
DECREASED
Shares19,940 from 20,079
Change-139 (-1%)
Value$4.2M (-$265.1K)
Filed 2026-10-09
Sterling Capital Management LLC
DECREASED
Shares19,408 from 20,614
Change-1,206 (-6%)
Value$4.1M (-$494.8K)
Filed 2026-10-22
Northwest Wealth Management, LLC
DECREASED
Shares19,333 from 20,676
Change-1,343 (-6%)
Value$4.0M (-$524.2K)
Filed 2026-10-30
Summit Wealth Group LLC / Co
DECREASED
Shares18,893 from 20,545
Change-1,652 (-8%)
Value$4.0M (-$587.4K)
Filed 2026-10-29
Prosperity Planning, Inc.
DECREASED
Shares17,655 from 17,945
Change-290 (-2%)
Value$3.7M (-$271.6K)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
INCREASED
Shares17,216 from 17,134
Change+82 (+0%)
Value$3.6M (-$184.3K)
Filed 2026-10-30
Midwest Professional Planners, Ltd.
DECREASED
Shares16,800 from 17,915
Change-1,115 (-6%)
Value$3.5M (-$444.1K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
DECREASED
Shares16,679 from 16,945
Change-266 (-2%)
Value$3.5M (-$254.9K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares16,492 from 15,406
Change+1,086 (+7%)
Value$3.5M (+$46.4K)
Filed 2026-10-27
Foundation Wealth Management, Llc\pa
DECREASED
Shares16,212 from 18,209
Change-1,997 (-11%)
Value$3.4M (-$632.2K)
Filed 2026-10-14
Ticino Wealth
INCREASED
Shares16,079 from 15,919
Change+160 (+1%)
Value$3.4M (-$153.5K)
Filed 2026-10-13
Finley Financial, LLC
DECREASED
Shares15,450 from 15,540
Change-90 (-1%)
Value$3.3M (-$184.5K)
Filed 2026-10-28
Visionary Wealth Advisors
DECREASED
Shares15,323 from 15,436
Change-113 (-1%)
Value$3.2M (-$205.1K)
Filed 2026-11-04
Alamar Capital Management, LLC
INCREASED
Shares14,656 from 14,655
Change+1 (+0%)
Value$3.1M (-$172.0K)
Filed 2026-11-02
Kelsey Financial, LLC
DECREASED
Shares14,595 from 15,110
Change-515 (-3%)
Value$3.1M (-$285.5K)
Filed 2026-10-28
Midwest Trust Co
DECREASED
Shares14,348 from 15,839
Change-1,491 (-9%)
Value$3.0M (-$498.4K)
Filed 2026-10-22
Klingman & Associates, LLC
UNCHANGED
Shares14,297 from 14,297
Change0 (0%)
Value$3.0M (-$168.0K)
Filed 2026-10-20
Summa Corp.
INCREASED
Shares14,113 from 1,299
Change+12,814 (+986%)
Value$3.0M (+$2.7M)
Filed 2026-10-30
Brady Martz Wealth Solutions, LLC
INCREASED
Shares13,590 from 13,546
Change+44 (+0%)
Value$2.8M (-$149.9K)
Filed 2026-11-05
Greenspring Advisors, LLC
INCREASED
Shares13,412 from 6,722
Change+6,690 (+100%)
Value$2.8M (+$1.3M)
Filed 2026-11-05
WealthPlan Investment Management, LLC
INCREASED
Shares13,274 from 13,073
Change+201 (+2%)
Value$2.8M (-$111.6K)
Filed 2026-10-15
LMG Wealth Partners, LLC
UNCHANGED
Shares13,166 from 13,166
Change0 (0%)
Value$2.8M (-$154.7K)
Filed 2026-11-05
Penobscot Investment Management Company, Inc.
INCREASED
Shares12,859 from 12,347
Change+512 (+4%)
Value$2.7M (-$37.8K)
Filed 2026-10-26
Fifth Third Securities, Inc.
INCREASED
Shares12,848 from 11,888
Change+960 (+8%)
Value$2.7M (+$61.4K)
Filed 2026-10-21
Washington Trust Bank
UNCHANGED
Shares12,786 from 12,786
Change0 (0%)
Value$2.7M (-$150.2K)
Filed 2026-11-03
Allegheny Financial Group
INCREASED
Shares12,779 from 12,744
Change+35 (+0%)
Value$2.7M (-$142.3K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares12,637 from 12,247
Change+390 (+3%)
Value$2.6M (-$62.4K)
Filed 2026-11-03
Regions Financial Corp
DECREASED
Shares12,464 from 12,714
Change-250 (-2%)
Value$2.6M (-$201.8K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares12,299 from 12,496
Change-197 (-2%)
Value$2.6M (-$188.1K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares12,209 from 4,990
Change+7,219 (+145%)
Value$2.6M (+$1.5M)
Filed 2026-10-08
Towerpoint Wealth, LLC
DECREASED
Shares12,038 from 12,080
Change-42 (0%)
Value$2.5M (-$150.9K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED
Shares11,977 from 13,239
Change-1,262 (-10%)
Value$2.5M (-$419.7K)
Filed 2026-10-29
J2 Capital Management Inc
DECREASED
Shares11,955 from 12,297
Change-342 (-3%)
Value$2.5M (-$216.2K)
Filed 2026-10-19
MB, Levis & Associates, LLC
INCREASED
Shares11,934 from 11,890
Change+44 (+0%)
Value$2.5M (-$130.6K)
Filed 2026-10-16
Wealth Architects, LLC
DECREASED
Shares11,907 from 14,890
Change-2,983 (-20%)
Value$2.5M (-$799.8K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
INCREASED
Shares11,887 from 11,858
Change+29 (+0%)
Value$2.5M (-$133.3K)
Filed 2026-10-22
Performa Ltd (US), LLC
INCREASED
Shares11,495 from 11,084
Change+411 (+4%)
Value$2.4M (-$44.2K)
Filed 2026-11-05
Eukles Asset Management
INCREASED
Shares11,325 from 9,528
Change+1,797 (+19%)
Value$2.4M (+$264.2K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
DECREASED
Shares11,307 from 11,371
Change-64 (-1%)
Value$2.4M (+$212.4K)
Filed 2026-10-13
Facet Wealth, Inc.
DECREASED
Shares11,057 from 16,634
Change-5,577 (-34%)
Value$2.3M (-$1.4M)
Filed 2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares11,052 from 11,049
Change+3 (+0%)
Value$2.3M (-$129.3K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED
Shares10,888 from 9,991
Change+897 (+9%)
Value$2.3M (+$70.5K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares10,784 from 10,182
Change+602 (+6%)
Value$2.3M (+$19.0K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares10,556 from 9,476
Change+1,080 (+11%)
Value$2.2K (-$2.1M)
Filed 2026-10-26
SkyOak Wealth, LLC
DECREASED
Shares10,402 from 10,538
Change-136 (-1%)
Value$2.2M (-$152.3K)
Filed 2026-10-28
Wealth Advisory Solutions, LLC
DECREASED
Shares10,326 from 10,715
Change-389 (-4%)
Value$2.2M (-$207.4K)
Filed 2026-10-20
Squire Investment Management Company, LLC
INCREASED
Shares10,231 from 10,189
Change+42 (+0%)
Value$2.1M (-$110.9K)
Filed 2026-11-03
Quadrant Capital Group LLC
UNCHANGED
Shares10,056 from 10,056
Change0 (0%)
Value$2.1M (-$102.7K)
Filed 2026-10-20
Weinberger Asset Management, Inc
DECREASED
Shares9,388 from 9,639
Change-251 (-3%)
Value$2.0M (-$166.2K)
Filed 2026-10-28
First Citizens Bank & Trust Co
DECREASED
Shares9,333 from 9,657
Change-324 (-3%)
Value$2.0M (-$181.3K)
Filed 2026-10-14
Shakespeare Wealth Management, LLC
NEW
Shares9,307
Change+9,307
Value$1.9M
Filed 2026-10-28
Legacy Bridge, LLC
UNCHANGED
Shares9,285 from 9,285
Change0 (0%)
Value$1.9M (-$109.1K)
Filed 2026-10-28
Diversify Wealth Management, LLC
INCREASED
Shares9,209 from 9,114
Change+95 (+1%)
Value$1.9M (-$85.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares9,209 from 9,114
Change+95 (+1%)
Value$1.9M (-$85.8K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares9,101 from 9,154
Change-53 (-1%)
Value$1.9M (-$118.8K)
Filed 2026-11-04
Anchor Capital Advisors LLC
INCREASED
Shares9,097 from 6,961
Change+2,136 (+31%)
Value$1.9M (+$365.7K)
Filed 2026-11-05
Wealth Dimensions Group, Ltd.
DECREASED
Shares8,964 from 9,080
Change-116 (-1%)
Value$1.9M (-$131.2K)
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
INCREASED
Shares8,957 from 8,752
Change+205 (+2%)
Value$1.9M (-$60.0K)
Filed 2026-10-20
SilverOak Wealth Management LLC
UNCHANGED
Shares8,859 from 8,859
Change0 (0%)
Value$1.9M (-$104.1K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares8,751 from 8,502
Change+249 (+3%)
Value$1.8M (-$47.7K)
Filed 2026-10-16
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares8,673 from 8,797
Change-124 (-1%)
Value$1.8M (-$129.4K)
Filed 2026-10-09
St. Louis Trust Co
UNCHANGED
Shares8,485 from 8,485
Change0 (0%)
Value$1.8M (+$1.3M)
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares8,466 from 9,337
Change-871 (-9%)
Value$1.8M (-$292.1K)
Filed 2026-10-29
Luts & Greenleigh Group, Inc.
DECREASED
Shares8,396 from 8,472
Change-76 (-1%)
Value$1.8M (-$115.4K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares8,312 from 7,488
Change+824 (+11%)
Value$1.7M (+$84.5K)
Filed 2026-10-21
Stordahl Capital Management, Inc.
INCREASED
Shares8,190 from 8,150
Change+40 (+0%)
Value$1.7M (-$87.4K)
Filed 2026-10-22
626 Financial, LLC
INCREASED
Shares8,156 from 8,151
Change+5 (+0%)
Value$1.7M (-$94.8K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares7,813 from 7,579
Change+234 (+3%)
Value$1.6M (-$40.2K)
Filed 2026-10-21
Retirement Planning Group, LLC
DECREASED
Shares7,793 from 8,121
Change-328 (-4%)
Value$1.6M (-$164.2K)
Filed 2026-10-19
Meridian Wealth Management, LLC
DECREASED
Shares7,770 from 7,858
Change-88 (-1%)
Value$1.6M (-$110.7K)
Filed 2026-11-05
Frederick Financial Consultants, LLC
INCREASED
Shares7,703 from 7,625
Change+78 (+1%)
Value$1.6M (-$73.3K)
Filed 2026-10-29
Saxon Interests, Inc.
INCREASED
Shares7,702 from 7,296
Change+406 (+6%)
Value$1.6M (-$573)
Filed 2026-10-26
Veery Capital, LLC
DECREASED
Shares7,373 from 7,702
Change-329 (-4%)
Value$1.5M (-$159.5K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
INCREASED
Shares7,269 from 5,588
Change+1,681 (+30%)
Value$1.5M (+$286.4K)
Filed 2026-10-16
PDS Planning, Inc
INCREASED
Shares7,144 from 7,096
Change+48 (+1%)
Value$1.5M (-$73.1K)
Filed 2026-11-03
Pittenger & Anderson Inc
UNCHANGED
Shares7,125 from 7,125
Change0 (0%)
Value$1.5M (-$83.7K)
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares7,058 from 7,080
Change-22 (0%)
Value$1.5M (-$87.9K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
INCREASED
Shares7,029 from 6,939
Change+90 (+1%)
Value$1.5M (-$62.8K)
Filed 2026-10-08
Rodgers & Associates, LTD
UNCHANGED
Shares7,021 from 7,021
Change0 (0%)
Value$1.5M (-$82.5K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
NEW
Shares6,874
Change+6,874
Value$1.4M
Filed 2026-10-28
Aletheian Wealth Advisors LLC
INCREASED
Shares6,805 from 6,552
Change+253 (+4%)
Value$1.4M (-$23.9K)
Filed 2026-10-08
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares6,756 from 6,906
Change-150 (-2%)
Value$1.4M (-$112.6K)
Filed 2026-10-16
Harbour Capital Advisors, LLC
UNCHANGED
Shares6,755 from 6,755
Change0 (0%)
Value$1.4M (-$71.1K)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares6,623 from 30,026
Change-23,403 (-78%)
Value$1.4M (-$5.3M)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares6,574 from 4,925
Change+1,649 (+33%)
Value$1.4M (+$287.6K)
Filed 2026-10-29
Lmcg Investments, LLC
DECREASED
Shares6,305 from 6,441
Change-136 (-2%)
Value$1.3M (-$104.2K)
Filed 2026-10-21
Altiora Financial Group, LLC
DECREASED
Shares6,253 from 7,831
Change-1,578 (-20%)
Value$1.3M (-$422.5K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED
Shares6,233 from 6,468
Change-235 (-4%)
Value$1.3M (-$125.2K)
Filed 2026-10-22
VestGen Advisors, LLC
INCREASED
Shares6,193 from 6,179
Change+14 (+0%)
Value$1.3M (-$69.7K)
Filed 2026-10-27
Allstreet Capital Advisors LLC
INCREASED
Shares6,142 from 6,131
Change+11 (+0%)
Value$1.3M (-$69.7K)
Filed 2026-11-04
Crescent Grove Advisors, LLC
INCREASED
Shares6,084 from 5,835
Change+249 (+4%)
Value$1.3M (-$16.4K)
Filed 2026-10-21
Evanson Financial, LLC
UNCHANGED
Shares6,061 from 6,061
Change0 (0%)
Value$1.3M (-$71.2K)
Filed 2026-10-23
First Bancorp, Inc
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1.3M (-$70.5K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares5,941 from 5,127
Change+814 (+16%)
Value$1.2M (+$110.3K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
INCREASED
Shares5,900 from 5,784
Change+116 (+2%)
Value$1.2M (-$43.7K)
Filed 2026-10-29
Grey Fox Wealth Advisors, LLC
DECREASED
Shares5,813 from 6,008
Change-195 (-3%)
Value$1.2M (-$111.4K)
Filed 2026-11-03
Equitable Trust Co
INCREASED
Shares5,807 from 5,370
Change+437 (+8%)
Value$1.2M (+$28.4K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares5,798 from 6,052
Change-254 (-4%)
Value$1.2M (-$124.2K)
Filed 2026-10-28
Bright Futures Wealth Management, Llc.
INCREASED
Shares5,751 from 5,504
Change+247 (+4%)
Value$1.2M (-$12.9K)
Filed 2026-10-23
Highland Capital Management, LLC
UNCHANGED
Shares5,716 from 5,716
Change0 (0%)
Value$1.2M (-$67.2K)
Filed 2026-10-26
Carnegie Investment Counsel
DECREASED
Shares5,647 from 5,700
Change-53 (-1%)
Value$1.2M (-$78.1K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,611 from 5,568
Change+43 (+1%)
Value$1.2M (-$56.4K)
Filed 2026-11-03
Carbahal Olsen Financial Services Group, LLC
INCREASED
Shares5,569 from 5,242
Change+327 (+6%)
Value$1.2M (+$6.7K)
Filed 2026-11-05
McAdam, LLC
DECREASED
Shares5,442 from 5,838
Change-396 (-7%)
Value$1.1M (-$151.5K)
Filed 2026-10-21
E&G Advisors, LLC
INCREASED
Shares5,409 from 4,996
Change+413 (+8%)
Value$1.1M (+$27.8K)
Filed 2026-10-13
James Investment Research, Inc.
UNCHANGED
Shares5,393 from 5,393
Change0 (0%)
Value$1.1M (-$63.4K)
Filed 2026-10-22
Affinity Capital Advisors, LLC
DECREASED
Shares5,332 from 5,471
Change-139 (-3%)
Value$1.1M (-$88.8K)
Filed 2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares5,328 from 5,328
Change0 (0%)
Value$1.1M (-$62.6K)
Filed 2026-10-23
Integrated Advisors Network LLC
DECREASED
Shares5,318 from 5,460
Change-142 (-3%)
Value$1.1M (-$93.9K)
Filed 2026-10-20
Financial Guidance Group, Inc.
DECREASED
Shares5,304 from 5,410
Change-106 (-2%)
Value$1.1M (-$85.8K)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares5,298 from 5,428
Change-130 (-2%)
Value$1.1M (-$91.0K)
Filed 2026-10-05
North Star Investment Management Corp.
UNCHANGED
Shares5,274 from 5,274
Change0 (0%)
Value$1.1M (-$61.9K)
Filed 2026-10-27
Culbertson A N & Co Inc
UNCHANGED
Shares5,151 from 5,151
Change0 (0%)
Value$1.1M (-$60.5K)
Filed 2026-10-21
BIP Wealth, LLC
DECREASED
Shares5,046 from 5,323
Change-277 (-5%)
Value$1.1M (-$120.6K)
Filed 2026-10-22
Davidson Trust Co
DECREASED
Shares4,999 from 5,097
Change-98 (-2%)
Value$1.0M (-$81.0K)
Filed 2026-10-09
Laurel OAK Wealth Management, LLC
INCREASED
Shares4,950 from 4,874
Change+76 (+2%)
Value$1.0M (-$41.4K)
Filed 2026-10-19
Brighton Jones LLC
DECREASED
Shares4,925 from 4,995
Change-70 (-1%)
Value$1.0M (-$73.3K)
Filed 2026-11-03
Retirement Investment Advisors, Inc.
INCREASED
Shares4,909 from 4,898
Change+11 (+0%)
Value$1.0M (-$48.3K)
Filed 2026-10-22
Wedmont Private Capital
NEW
Shares4,880
Change+4,880
Value$1.0M
Filed 2026-10-09
MMA Asset Management LLC
DECREASED
Shares4,856 from 4,995
Change-139 (-3%)
Value$1.0M (-$87.8K)
Filed 2026-11-02
Gables Capital Management Inc.
UNCHANGED
Shares4,851 from 4,851
Change0 (0%)
Value$1.0M (-$57.0K)
Filed 2026-11-04
Vaughan & Co Securities, Inc.
DECREASED
Shares4,822 from 4,869
Change-47 (-1%)
Value$1.0M (-$67.1K)
Filed 2026-10-23
ARK & TLK Investments, LLC
UNCHANGED
Shares4,804 from 4,804
Change0 (0%)
Value$1.0M (-$56.4K)
Filed 2026-10-20
Diversified Investment Strategies, LLC
UNCHANGED
Shares4,732 from 4,732
Change0 (0%)
Value$991.1K (-$55.6K)
Filed 2026-10-28
Pinnacle Associates LTD
INCREASED
Shares4,722 from 4,531
Change+191 (+4%)
Value$988.9K (-$13.4K)
Filed 2026-10-20
Opus Capital Group, LLC
UNCHANGED
Shares4,694 from 4,694
Change0 (0%)
Value$983 (-$1.0M)
Filed 2026-10-30
Renasant Bank
DECREASED
Shares4,685 from 4,903
Change-218 (-4%)
Value$981.3K (-$103.3K)
Filed 2026-11-05
RF&L Wealth Management, LLC
DECREASED
Shares4,640 from 4,690
Change-50 (-1%)
Value$971.8K (-$65.6K)
Filed 2026-10-20
Citizens Financial Group Inc
DECREASED
Shares4,626 from 5,612
Change-986 (-18%)
Value$969.0K (-$272.4K)
Filed 2026-10-23
First Business Financial Services, Inc.
UNCHANGED
Shares4,604 from 4,604
Change0 (0%)
Value$964.3K (-$54.1K)
Filed 2026-10-29
Guidance Point Advisors, LLC
INCREASED
Shares4,589 from 4,568
Change+21 (+0%)
Value$962.2K (-$50.1K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares4,571 from 3,626
Change+945 (+26%)
Value$957.5K (+$155.2K)
Filed 2026-10-26
Center for Financial Planning, Inc.
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$926.8K (-$52.0K)
Filed 2026-10-26
Firestone Capital Management
UNCHANGED
Shares4,422 from 4,422
Change0 (0%)
Value$926.2K (-$52.0K)
Filed 2026-11-03
CFG Wealth Management Services, Inc.
INCREASED
Shares4,399 from 3,193
Change+1,206 (+38%)
Value$926.2K (+$263.4K)
Filed 2026-10-21
Bricktown Capital, LLC
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$918.6K (-$51.5K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares4,321 from 4,197
Change+124 (+3%)
Value$905.0K (-$23.4K)
Filed 2026-11-04
Garde Capital, Inc.
DECREASED
Shares4,256 from 4,279
Change-23 (-1%)
Value$891.4K (-$55.1K)
Filed 2026-10-29
Chemung Canal Trust Co
UNCHANGED
Shares4,242 from 4,242
Change0 (0%)
Value$888.5K (-$49.8K)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares4,185 from 10,147
Change-5,962 (-59%)
Value$876.6K (-$1.4M)
Filed 2026-10-15
Moneywise, Inc.
DECREASED
Shares4,159 from 40,123
Change-35,964 (-90%)
Value$871.0K (-$8.0M)
Filed 2026-10-30
Chicago Partners Investment Group LLC
INCREASED
Shares4,118 from 4,110
Change+8 (+0%)
Value$877.1K (-$29.4K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares4,114 from 4,056
Change+58 (+1%)
Value$861.6K (-$35.5K)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
DECREASED
Shares4,066 from 5,678
Change-1,612 (-28%)
Value$852 (-$1.3M)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares4,032 from 3,671
Change+361 (+10%)
Value$865.7K (+$52.8K)
Filed 2026-11-04
Connecticut Wealth Management, LLC
UNCHANGED
Shares4,018 from 4,018
Change0 (0%)
Value$841.6K (-$47.2K)
Filed 2026-10-13
Aprio Wealth Management, LLC
DECREASED
Shares4,005 from 4,016
Change-11 (0%)
Value$838.9K (-$49.5K)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
INCREASED
Shares3,969 from 3,923
Change+46 (+1%)
Value$831.3K (-$36.4K)
Filed 2026-11-02
Kaufman Rossin Wealth, LLC
INCREASED
Shares3,961 from 3,887
Change+74 (+2%)
Value$829.6K (-$23.6K)
Filed 2026-10-19
Arista Wealth Management, LLC
DECREASED
Shares3,956 from 4,126
Change-170 (-4%)
Value$828.6K (-$84.2K)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares3,930 from 3,920
Change+10 (+0%)
Value$823.0K (-$44.2K)
Filed 2026-11-02
Global View Capital Management LLC
INCREASED
Shares3,897 from 1,888
Change+2,009 (+106%)
Value$816.2K (+$398.6K)
Filed 2026-10-28
Eagle Strategies LLC
INCREASED
Shares3,895 from 3,780
Change+115 (+3%)
Value$815.9K (-$20.2K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
INCREASED
Shares3,895 from 3,887
Change+8 (+0%)
Value$815.7K (-$44.2K)
Filed 2026-10-07
Trust Co of Vermont
INCREASED
Shares3,873 from 3,866
Change+7 (+0%)
Value$811.2K (-$44.0K)
Filed 2026-10-21
DWR Wealth Management, LLC
DECREASED
Shares3,862 from 3,868
Change-6 (0%)
Value$814.8K (-$41.0K)
Filed 2026-10-13
Heck Capital Advisors, LLC
DECREASED
Shares3,765 from 6,875
Change-3,110 (-45%)
Value$788.6K (-$732.1K)
Filed 2026-10-14
Brown Wealth Management, LLC
INCREASED
Shares3,764 from 3,753
Change+11 (+0%)
Value$788.4K (-$41.8K)
Filed 2026-10-20
Welch & Forbes LLC
UNCHANGED
Shares3,742 from 3,742
Change0 (0%)
Value$783.8K (-$44.0K)
Filed 2026-11-04
Stegner Investment Associates Inc.
DECREASED
Shares3,681 from 3,905
Change-224 (-6%)
Value$771.0K (-$92.8K)
Filed 2026-10-15
Bishop & Co Investment Management, LLC
DECREASED
Shares3,677 from 3,821
Change-144 (-4%)
Value$770.1K (-$75.1K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares3,641 from 3,696
Change-55 (-1%)
Value$762.5K (-$55.0K)
Filed 2026-10-30
Avior Wealth Management, LLC
INCREASED
Shares3,584 from 3,578
Change+6 (+0%)
Value$750.6K (-$40.8K)
Filed 2026-10-13
Investmark Advisory Group LLC
INCREASED
Shares3,567 from 1,787
Change+1,780 (+100%)
Value$747.4K (+$352.1K)
Filed 2026-10-27
Magnus Financial Group LLC
INCREASED
Shares3,525 from 3,475
Change+50 (+1%)
Value$738.4K (-$30.3K)
Filed 2026-10-21
Townsend Asset Management Corp
INCREASED
Shares3,522 from 3,508
Change+14 (+0%)
Value$737.6K (-$38.3K)
Filed 2026-10-29
Chicago Capital, LLC
UNCHANGED
Shares3,511 from 3,511
Change0 (0%)
Value$735.4K (-$41.3K)
Filed 2026-10-13
Foster Group, Inc.
DECREASED
Shares3,486 from 3,740
Change-254 (-7%)
Value$730.2K (-$97.1K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
INCREASED
Shares3,479 from 3,385
Change+94 (+3%)
Value$728.7K (-$20.2K)
Filed 2026-11-03
Diversified Portfolios, Inc.
DECREASED
Shares3,470 from 3,472
Change-2 (0%)
Value$726.7K (-$41.2K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares3,446 from 3,790
Change-344 (-9%)
Value$721.8K (-$116.5K)
Filed 2026-10-22
Gamma Investing LLC
UNCHANGED
Shares3,403 from 3,403
Change0 (0%)
Value$712.8K (-$40.0K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares3,380 from 2,686
Change+694 (+26%)
Value$707.9K (+$113.8K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares3,380 from 3,461
Change-81 (-2%)
Value$705.1K (-$60.6K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares3,355 from 2,739
Change+616 (+22%)
Value$702.8K (+$96.9K)
Filed 2026-10-14
Cedar Mountain Advisors, LLC
INCREASED
Shares3,330 from 1,754
Change+1,576 (+90%)
Value$697.4K (+$309.4K)
Filed 2026-10-15
Compound Planning, Inc.
INCREASED
Shares3,269 from 3,265
Change+4 (+0%)
Value$684.7K (-$37.4K)
Filed 2026-11-05
Smithbridge Asset Management Inc
INCREASED
Shares3,266 from 3,153
Change+113 (+4%)
Value$684.1K (-$13.4K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares3,252 from 2,977
Change+275 (+9%)
Value$681.2K (+$22.6K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares3,245 from 2,903
Change+342 (+12%)
Value$679.7K (+$37.5K)
Filed 2026-10-29
Smith Thornton Advisors LLC
UNCHANGED
Shares3,225 from 3,225
Change0 (0%)
Value$675.5K (-$33.3K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
DECREASED
Shares3,224 from 3,365
Change-141 (-4%)
Value$675.3K (-$69.1K)
Filed 2026-10-13
Forum Financial Management, LP
DECREASED
Shares3,204 from 3,213
Change-9 (0%)
Value$671.0K (-$39.7K)
Filed 2026-10-16
Friday Financial
INCREASED
Shares3,178 from 2,405
Change+773 (+32%)
Value$669.1K (+$139.6K)
Filed 2026-10-09
KDK Private Wealth Management, LLC
DECREASED
Shares3,157 from 3,159
Change-2 (0%)
Value$661.2K (-$37.5K)
Filed 2026-11-03
Legacy Advisors, LLC
INCREASED
Shares3,123 from 2,654
Change+469 (+18%)
Value$654.1K (+$67.0K)
Filed 2026-10-19
Ullmann Wealth Partners Group, LLC
INCREASED
Shares3,081 from 3,077
Change+4 (+0%)
Value$645.3K (-$35.3K)
Filed 2026-11-02
Sage Capital Management, LLC
INCREASED
Shares3,033 from 3,023
Change+10 (+0%)
Value$636.2K (-$33.0K)
Filed 2026-10-20
Embree Financial Group
INCREASED
Shares3,029 from 3,027
Change+2 (+0%)
Value$634.4K (-$35.1K)
Filed 2026-10-22
True North Advisors, LLC
UNCHANGED
Shares3,029 from 3,029
Change0 (0%)
Value$634.4K (-$35.6K)
Filed 2026-10-22
Keudell ison Wealth Management
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$628.4K (-$35.3K)
Filed 2026-10-16
Riverbend Wealth Management, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$628.4K (-$35.3K)
Filed 2026-10-15
Accurate Wealth Management, LLC
DECREASED
Shares2,990 from 3,040
Change-50 (-2%)
Value$630.9K (-$37.8K)
Filed 2026-10-20
Caldwell Trust Co
UNCHANGED
Shares2,987 from 2,987
Change0 (0%)
Value$625.6K (-$35.1K)
Filed 2026-10-30
Key FInancial Inc
DECREASED
Shares2,966 from 3,062
Change-96 (-3%)
Value$621.2K (-$56.1K)
Filed 2026-11-02
TD Private Client Wealth LLC
DECREASED
Shares2,937 from 3,041
Change-104 (-3%)
Value$615.2K (-$57.5K)
Filed 2026-10-28
Maltin Wealth Management, Inc.
DECREASED
Shares2,921 from 2,927
Change-6 (0%)
Value$611.7K (-$35.6K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares2,898 from 3,337
Change-439 (-13%)
Value$611.8K (-$126.3K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
UNCHANGED
Shares2,896 from 2,896
Change0 (0%)
Value$606.6K (-$34.0K)
Filed 2026-10-07
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,886 from 2,875
Change+11 (+0%)
Value$604.5K (-$31.5K)
Filed 2026-10-13
Fulton Breakefield Broenniman LLC
INCREASED
Shares2,885 from 2,829
Change+56 (+2%)
Value$604.3K (-$21.5K)
Filed 2026-11-03
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares2,884 from 2,884
Change0 (0%)
Value$604.1K (-$33.9K)
Filed 2026-10-13
Cahaba Wealth Management, Inc.
DECREASED
Shares2,883 from 2,983
Change-100 (-3%)
Value$603.8K (-$56.0K)
Filed 2026-10-26
Yardley Wealth Management LLC
DECREASED
Shares2,866 from 3,275
Change-409 (-12%)
Value$600.3K (-$124.1K)
Filed 2026-10-23
American State Bank (Iowa)
INCREASED
Shares2,859 from 2,706
Change+153 (+6%)
Value$598.8K (+$251)
Filed 2026-11-03
St. Clair Advisors, LLC
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$598.2K (-$33.6K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares2,848 from 1,637
Change+1,211 (+74%)
Value$596.6K (+$234.4K)
Filed 2026-10-23
Curtis Advisory Group, LLC
DECREASED
Shares2,815 from 3,321
Change-506 (-15%)
Value$589.6K (-$145.0K)
Filed 2026-10-28
Shaker Investments LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$586.5K (-$32.9K)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
DECREASED
Shares2,779 from 3,263
Change-484 (-15%)
Value$582.1K (-$139.7K)
Filed 2026-10-16
Creekside Partners
INCREASED
Shares2,750 from 2,749
Change+1 (+0%)
Value$575.9K (-$32.1K)
Filed 2026-11-04
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$574.1K (-$29.6K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares2,733 from 2,728
Change+5 (+0%)
Value$572.4K (-$31.0K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED
Shares2,677 from 2,650
Change+27 (+1%)
Value$560.8K (-$25.4K)
Filed 2026-10-26
Sage Financial Group Inc
INCREASED
Shares2,645 from 2,520
Change+125 (+5%)
Value$554.0K (-$3.4K)
Filed 2026-10-27
Procyon Advisors, LLC
DECREASED
Shares2,602 from 2,715
Change-113 (-4%)
Value$545.0K (-$55.6K)
Filed 2026-10-21
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$544.6K (-$30.6K)
Filed 2026-10-23
Appleton Partners Inc
DECREASED
Shares2,587 from 2,654
Change-67 (-3%)
Value$542 (-$586.5K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares2,584 from 2,036
Change+548 (+27%)
Value$541.2K (+$90.9K)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares2,584 from 2,584
Change0 (0%)
Value$541.3K (-$30.4K)
Filed 2026-10-02
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares2,568 from 2,568
Change0 (0%)
Value$537.9K (-$30.2K)
Filed 2026-11-05
Mycio Wealth Partners, LLC
INCREASED
Shares2,559 from 2,548
Change+11 (+0%)
Value$535.9K (-$27.7K)
Filed 2026-11-04
Berkeley, Inc
DECREASED
Shares2,550 from 2,629
Change-79 (-3%)
Value$534.0K (-$47.6K)
Filed 2026-10-20
Fulton Bank, N.A.
INCREASED
Shares2,536 from 2,362
Change+174 (+7%)
Value$531.2K (+$8.7K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares2,518 from 2,926
Change-408 (-14%)
Value$527.4K (-$119.8K)
Filed 2026-10-15
Evermay Wealth Management LLC
DECREASED
Shares2,492 from 2,658
Change-166 (-6%)
Value$522.0K (-$66.0K)
Filed 2026-11-05
Trust Point Inc.
UNCHANGED
Shares2,472 from 2,472
Change0 (0%)
Value$517.8K (-$29.0K)
Filed 2026-10-27
Paulson Wealth Management Inc.
UNCHANGED
Shares2,467 from 2,467
Change0 (0%)
Value$516.7K (-$29.0K)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares2,462 from 2,440
Change+22 (+1%)
Value$515.8K (-$24.0K)
Filed 2026-10-22
NBT Bank, N.A.
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$515.7K (-$28.9K)
Filed 2026-10-21
Emergent Wealth Advisors, LLC
INCREASED
Shares2,420 from 2,411
Change+9 (+0%)
Value$506.9K (-$26.5K)
Filed 2026-10-09
Focus Financial Network, Inc.
DECREASED
Shares2,392 from 2,425
Change-33 (-1%)
Value$501.1K (-$35.2K)
Filed 2026-10-14
Verus Capital Partners, LLC
DECREASED
Shares2,388 from 2,405
Change-17 (-1%)
Value$500.1K (-$31.9K)
Filed 2026-11-03
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares2,359 from 2,359
Change0 (0%)
Value$494.1K (-$27.7K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
NEW
Shares2,339
Change+2,339
Value$489.9K
Filed 2026-10-22
Diversified Enterprises, LLC
INCREASED
Shares2,318 from 2,304
Change+14 (+1%)
Value$485.5K (-$24.1K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares2,288 from 2,273
Change+15 (+1%)
Value$479.2K (-$31.0K)
Filed 2026-10-26
Invested Advisors
DECREASED
Shares2,281 from 2,361
Change-80 (-3%)
Value$477.8K (-$44.5K)
Filed 2026-10-23
CJM Wealth Advisers, Ltd.
INCREASED
Shares2,279 from 2,278
Change+1 (+0%)
Value$477.4K (-$26.5K)
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$473.4K (-$26.6K)
Filed 2026-10-07
Patten & Patten Inc
INCREASED
Shares2,255 from 2,152
Change+103 (+5%)
Value$472.3K (-$3.7K)
Filed 2026-10-26
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares2,249 from 2,249
Change0 (0%)
Value$471.2K (-$26.4K)
Filed 2026-11-03
Tassel Capital Management, Inc.
INCREASED
Shares2,234 from 2,151
Change+83 (+4%)
Value$467.9K (-$7.9K)
Filed 2026-10-20
Pettinga Financial Advisors LLC
DECREASED
Shares2,232 from 2,282
Change-50 (-2%)
Value$467.5K (-$37.3K)
Filed 2026-10-13
Sapient Capital LLC
UNCHANGED
Shares2,229 from 2,229
Change0 (0%)
Value$466.9K (-$26.2K)
Filed 2026-10-08
Paragon Capital Management Ltd
INCREASED
Shares2,224 from 2,219
Change+5 (+0%)
Value$465.8K (-$25.1K)
Filed 2026-10-09
Strategic Family Wealth Counselors, L.L.C.
NEW
Shares2,166
Change+2,166
Value$453.7K
Filed 2026-10-29
Old National Bancorp
UNCHANGED
Shares2,121 from 2,121
Change0 (0%)
Value$444.2K (-$24.9K)
Filed 2026-10-20
Optimist Retirement Group LLC
UNCHANGED
Shares2,108 from 2,108
Change0 (0%)
Value$441.5K (-$24.8K)
Filed 2026-10-30
Crestwood Advisors Group, LLC
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$441.1K (-$24.7K)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED
Shares2,065 from 1,913
Change+152 (+8%)
Value$432.5K (+$9.3K)
Filed 2026-10-16
Builder Investment Group Inc
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$431.9K (-$24.2K)
Filed 2026-10-22
Amarillo National Bank
DECREASED
Shares2,051 from 2,191
Change-140 (-6%)
Value$429.6K (-$55.1K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
INCREASED
Shares2,028 from 2,016
Change+12 (+1%)
Value$424.8K (-$21.2K)
Filed 2026-11-02
Well Done, LLC
INCREASED
Shares2,027 from 2,026
Change+1 (+0%)
Value$424.5K (-$23.7K)
Filed 2026-10-20
Allen Investment Management, LLC
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$422.5K (-$23.7K)
Filed 2026-11-03
Baxter Bros Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$418.9K (-$23.5K)
Filed 2026-11-04
Skyline Advisors, Inc.
INCREASED
Shares1,976 from 1,968
Change+8 (+0%)
Value$413.8K (-$21.4K)
Filed 2026-11-03
Navigation Wealth Management, Inc.
INCREASED
Shares1,955 from 1,894
Change+61 (+3%)
Value$412.7K (-$6.3K)
Filed 2026-11-03
W Advisors, LLC
DECREASED
Shares1,950 from 1,974
Change-24 (-1%)
Value$408.4K (-$28.2K)
Filed 2026-11-02
McMill Wealth Management
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$408.1K (-$22.9K)
Filed 2026-11-05
Angeles Wealth Management, LLC
INCREASED
Shares1,941 from 713
Change+1,228 (+172%)
Value$406.5K (+$248.8K)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
DECREASED
Shares1,940 from 1,948
Change-8 (0%)
Value$406.4K (-$24.3K)
Filed 2026-10-16
Rossmore Private Capital
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$397.3K (-$22.3K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$396.7K (-$22.3K)
Filed 2026-11-04
Chapin Davis, Inc.
DECREASED
Shares1,851 from 1,856
Change-5 (0%)
Value$387.7K (-$22.9K)
Filed 2026-10-09
Central Trust Co
INCREASED
Shares1,849 from 1,167
Change+682 (+58%)
Value$387.3K (+$129.1K)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares1,840 from 1,837
Change+3 (+0%)
Value$382.2K (-$24.1K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares1,818 from 2,704
Change-886 (-33%)
Value$380.7K (-$217.4K)
Filed 2026-10-28
Aurelius Family Office LLC
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$378.1K (-$21.2K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
INCREASED
Shares1,790 from 1,588
Change+202 (+13%)
Value$375.0K (+$23.8K)
Filed 2026-11-05
Capital Square, LLC
DECREASED
Shares1,790 from 1,906
Change-116 (-6%)
Value$374.9K (-$44.3K)
Filed 2026-10-19
First Nebraska Trust Co
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$371.6K (-$20.8K)
Filed 2026-10-30
Simplex Trading, LLC
NEW
Shares1,772
Change+1,772
Value$371.1K
Filed 2026-11-04
Matrix Asset Advisors Inc
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$369.7K (-$20.7K)
Filed 2026-10-13
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares1,757 from 1,757
Change0 (0%)
Value$368.0K (-$20.6K)
Filed 2026-10-15
StoneX Group Inc.
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$367.2K (-$20.6K)
Filed 2026-11-03
Oath Planning, LLC
INCREASED
Shares1,751 from 1,744
Change+7 (+0%)
Value$366.7K (-$19.0K)
Filed 2026-10-20
Wedgewood Investors Inc
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$360.5K (-$20.2K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares1,716
Change+1,716
Value$359.5K
Filed 2026-10-26
Steph & Co
DECREASED
Shares1,708 from 1,824
Change-116 (-6%)
Value$357.7K (-$45.7K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
DECREASED
Shares1,706 from 2,443
Change-737 (-30%)
Value$357.3K (-$183.0K)
Filed 2026-11-04
Congress Asset Management Co
NEW
Shares1,698
Change+1,698
Value$355.6K
Filed 2026-10-06
New England Private Wealth Advisors LLC
INCREASED
Shares1,688 from 1,684
Change+4 (+0%)
Value$353.6K (-$19.3K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares1,670 from 1,726
Change-56 (-3%)
Value$350 (-$381.7K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares1,666 from 2,587
Change-921 (-36%)
Value$349.0K (-$223.2K)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$348.6K (-$19.6K)
Filed 2026-10-16
LexAurum Advisors, LLC
DECREASED
Shares1,664 from 1,698
Change-34 (-2%)
Value$348.5K (-$27.1K)
Filed 2026-10-19
Decision Investments, Inc
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$341.0K (-$19.1K)
Filed 2026-10-07
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$339.3K (-$19.0K)
Filed 2026-11-05
Compass Ion Advisors, LLC
INCREASED
Shares1,614 from 1,530
Change+84 (+5%)
Value$338.0K (-$338)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$333.0K (-$18.7K)
Filed 2026-10-27
Granite Islands Private Wealth, LLC
NEW
Shares1,589
Change+1,589
Value$332.9K
Filed 2026-10-16
Independence Bank of Kentucky
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$332.0K (-$18.6K)
Filed 2026-10-26
Greenleaf Trust
DECREASED
Shares1,581 from 1,594
Change-13 (-1%)
Value$331.1K (-$21.5K)
Filed 2026-10-29
Tctc Holdings, LLC
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$329.7K (-$18.5K)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares1,569 from 1,407
Change+162 (+12%)
Value$328.6K (+$17.4K)
Filed 2026-10-22
Certified Advisory Corp
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$323.6K (-$18.2K)
Filed 2026-10-29
McCarley & Cook Financial Planners
UNCHANGED
Shares1,543 from 1,543
Change0 (0%)
Value$323.2K (-$18.1K)
Filed 2026-10-21
Capital Advantage, Inc.
DECREASED
Shares1,525 from 1,531
Change-6 (0%)
Value$319.4K (-$19.2K)
Filed 2026-10-14
Ellis Investment Partners, LLC
DECREASED
Shares1,522 from 1,534
Change-12 (-1%)
Value$318.8K (-$20.6K)
Filed 2026-10-21
Laurel Wealth Advisors LLC
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$317.4K (-$17.8K)
Filed 2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares1,507 from 1,507
Change0 (0%)
Value$315.6K (-$17.7K)
Filed 2026-10-28
Ocean Park Asset Management, LLC
DECREASED
Shares1,500 from 1,559
Change-59 (-4%)
Value$314.2K (-$30.7K)
Filed 2026-10-21
Exchange Traded Concepts, LLC
DECREASED
Shares1,500 from 1,559
Change-59 (-4%)
Value$314.2K (-$30.7K)
Filed 2026-10-28
Aufman Associates Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$314.2K (-$17.6K)
Filed 2026-11-04
Phillips Financial Management, LLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$313.8K (-$17.6K)
Filed 2026-10-19
Oakworth Capital, Inc.
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$313.3K (-$17.6K)
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares1,490 from 1,490
Change0 (0%)
Value$312.1K (-$17.5K)
Filed 2026-11-03
Agate Pass Investment Management, LLC
NEW
Shares1,488
Change+1,488
Value$311.7K
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$310.8K (-$17.4K)
Filed 2026-10-15
Romano Brothers and Company
UNCHANGED
Shares1,478 from 1,478
Change0 (0%)
Value$309.6K (-$17.4K)
Filed 2026-10-22
Diversified Management Inc
INCREASED
Shares1,464 from 1,410
Change+54 (+4%)
Value$306.6K (-$5.3K)
Filed 2026-10-08
TCI Wealth Advisors, Inc.
DECREASED
Shares1,459 from 1,717
Change-258 (-15%)
Value$305.5K (-$74.4K)
Filed 2026-10-30
Endeavor Private Wealth, Inc.
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$303.7K (-$17.0K)
Filed 2026-11-05
Meridian Financial Partners LLC
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$304.4K (-$15.5K)
Filed 2026-10-23
Arnold Financial Planning LLC
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$302.4K (-$17.0K)
Filed 2026-10-20
Kanawha Capital Management LLC
DECREASED
Shares1,441 from 1,456
Change-15 (-1%)
Value$301.8K (-$20.3K)
Filed 2026-10-19
Union Savings Bank
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$301.6K (-$16.9K)
Filed 2026-10-14
Live Oak Private Wealth LLC
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$301.2K (-$16.9K)
Filed 2026-11-02
Lionshead Wealth Management, LLC
UNCHANGED
Shares1,431 from 1,431
Change0 (0%)
Value$299.9K (-$16.7K)
Filed 2026-10-21
Chatham Capital Group, Inc.
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$295.3K (-$16.6K)
Filed 2026-10-16
Smith Salley Wealth Management
UNCHANGED
Shares1,399 from 1,399
Change0 (0%)
Value$293.0K (-$16.4K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,385 from 1,556
Change-171 (-11%)
Value$290.1K (-$54.1K)
Filed 2026-10-27
Clientfirst Wealth Management, LLC
DECREASED
Shares1,384 from 1,430
Change-46 (-3%)
Value$289.9K (-$26.4K)
Filed 2026-11-04
Hoxton Planning & Management, LLC
DECREASED
Shares1,383 from 1,404
Change-21 (-1%)
Value$289.7K (-$20.9K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares1,378 from 1,374
Change+4 (+0%)
Value$288.6K (-$15.4K)
Filed 2026-11-05
Linscomb Wealth, Inc.
DECREASED
Shares1,377 from 1,395
Change-18 (-1%)
Value$288.4K (-$20.2K)
Filed 2026-11-05
Traveka Wealth, LLC
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$287.8K (-$16.1K)
Filed 2026-10-19
Clearwave Capital, LLC
DECREASED
Shares1,367 from 1,430
Change-63 (-4%)
Value$286.4K (-$30.0K)
Filed 2026-10-27
Balefire, LLC
DECREASED
Shares1,353 from 1,423
Change-70 (-5%)
Value$283.4K (-$31.4K)
Filed 2026-10-09
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares1,352 from 1,350
Change+2 (+0%)
Value$285.3K (-$14.5K)
Filed 2026-10-21
Financial Management Network Inc
DECREASED
Shares1,348 from 1,600
Change-252 (-16%)
Value$286.2K (-$69.7K)
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$282.3K (-$15.8K)
Filed 2026-10-26
Shepherd Financial Partners LLC
DECREASED
Shares1,344 from 1,359
Change-15 (-1%)
Value$281.5K (-$19.1K)
Filed 2026-11-03
Clark Asset Management, LLC
INCREASED
Shares1,343 from 1,340
Change+3 (+0%)
Value$281.4K (-$15.1K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,318 from 1,130
Change+188 (+17%)
Value$276.1K (+$26.2K)
Filed 2026-10-08
Planned Solutions, Inc.
UNCHANGED
Shares1,302 from 1,302
Change0 (0%)
Value$272.7K (-$15.3K)
Filed 2026-10-19
Cypress Capital Group
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$271.4K (-$15.2K)
Filed 2026-11-03
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares1,283 from 1,283
Change0 (0%)
Value$268.7K (-$15.1K)
Filed 2026-10-15
Keystone Wealth Services, LLC
UNCHANGED
Shares1,276 from 1,276
Change0 (0%)
Value$269.2K (-$13.0K)
Filed 2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$265.0K (-$14.9K)
Filed 2026-10-19
S.A. Mason LLC
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$264.5K (-$14.8K)
Filed 2026-10-13
Mlp3, LLC
INCREASED
Shares1,261 from 1,259
Change+2 (+0%)
Value$264.1K (-$14.3K)
Filed 2026-10-22
Bayban
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$276.5K ($0)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
NEW
Shares1,247
Change+1,247
Value$261.2K
Filed 2026-11-05
Rockland Trust Co
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$259.5K (-$14.6K)
Filed 2026-10-05
1834 Investment Advisors Co
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$258.7K (-$14.5K)
Filed 2026-10-16
Professional Advisory Services Inc
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$258 (-$15)
Filed 2026-10-08
Rainier Family Wealth Inc
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$257.4K (-$14.4K)
Filed 2026-11-02
M.E. Allison & Co., Inc.
INCREASED
Shares1,204 from 1,200
Change+4 (+0%)
Value$252.3K (-$13.1K)
Filed 2026-10-09
Sunpointe, LLC
DECREASED
Shares1,200 from 1,709
Change-509 (-30%)
Value$251.3K (-$126.7K)
Filed 2026-10-22
Canandaigua National Trust Co of Florida
NEW
Shares1,195
Change+1,195
Value$250.3K
Filed 2026-10-07
Associated Banc-Corp
NEW
Shares1,192
Change+1,192
Value$249.7K
Filed 2026-10-30
Matauro, LLC
NEW
Shares1,183
Change+1,183
Value$247.8K
Filed 2026-11-03
CGN Advisors LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$247.8K (-$13.9K)
Filed 2026-10-21
Genesee Capital Advisors, LLC
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$245.1K (-$13.7K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED
Shares1,165 from 1,798
Change-633 (-35%)
Value$244.0K (-$153.7K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$243.8K (-$13.7K)
Filed 2026-11-02
Patriot Investment Management Group, Inc.
DECREASED
Shares1,160 from 3,082
Change-1,922 (-62%)
Value$243.0K (-$438.8K)
Filed 2026-10-15
Sigma Investment Counselors Inc
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$241.9K (-$13.6K)
Filed 2026-10-27
Blankinship & Foster, LLC
INCREASED
Shares1,153 from 1,152
Change+1 (+0%)
Value$241.4K (-$13.3K)
Filed 2026-10-19
Palisade Asset Management, LLC
UNCHANGED
Shares1,148 from 1,148
Change0 (0%)
Value$240.4K (-$13.5K)
Filed 2026-11-03
Oliver Luxxe Assets LLC
DECREASED
Shares1,131 from 1,260
Change-129 (-10%)
Value$237.0K (-$41.8K)
Filed 2026-10-14
Alexander Randolph Advisory, Inc.
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$235.6K (-$13.2K)
Filed 2026-11-04
Cove Private Wealth, LLC
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$232.7K (-$13.1K)
Filed 2026-10-28
Clayton Financial Group LLC
NEW
Shares1,106
Change+1,106
Value$231.6K
Filed 2026-10-13
McClarren Financial Advisors, Inc.
INCREASED
Shares1,104 from 1,102
Change+2 (+0%)
Value$231.2K (-$12.7K)
Filed 2026-10-15
MFG Investments, LLC
NEW
Shares1,103
Change+1,103
Value$231.0K
Filed 2026-10-30
Fortitude Family Office, LLC
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$230.8K (-$12.9K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$243.3K ($0)
Filed 2026-10-06
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$228.7K (-$12.8K)
Filed 2026-10-27
Verum Partners LLC
INCREASED
Shares1,090 from 1,086
Change+4 (+0%)
Value$228.2K (-$11.9K)
Filed 2026-10-21
Black Diamond Financial, LLC
DECREASED
Shares1,089 from 1,155
Change-66 (-6%)
Value$228.1K (-$27.4K)
Filed 2026-10-26
Indivisible Partners
NEW
Shares1,085
Change+1,085
Value$227.3K
Filed 2026-10-26
Sovran Advisors, LLC
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$235.3K (-$7.8K)
Filed 2026-11-02
CWC Advisors, Llc.
NEW
Shares1,074
Change+1,074
Value$224.9K
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares1,074 from 1,173
Change-99 (-8%)
Value$224.9K (-$34.5K)
Filed 2026-10-07
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,066 from 1,121
Change-55 (-5%)
Value$223.3K (-$24.6K)
Filed 2026-10-20
Kestra Investment Management, LLC
NEW
Shares1,046
Change+1,046
Value$219.2K
Filed 2026-11-04
Ritholtz Wealth Management
DECREASED
Shares1,043 from 1,336
Change-293 (-22%)
Value$218.5K (-$77.1K)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares1,041 from 1,029
Change+12 (+1%)
Value$219.1K (-$9.0K)
Filed 2026-11-02
Accel Wealth Management
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$216.9K (-$12.1K)
Filed 2026-10-13
Sage Rhino Capital LLC
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$216.8K (-$12.2K)
Filed 2026-10-28
NWF Advisory Services Inc.
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$215.0K (-$12.1K)
Filed 2026-10-19
Bison Wealth, LLC
DECREASED
Shares1,015 from 1,551
Change-536 (-35%)
Value$214.2K (-$129.7K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares1,008 from 980
Change+28 (+3%)
Value$211.2K (-$5.6K)
Filed 2026-10-13
Detalus Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$209.5K (-$11.8K)
Filed 2026-10-15
Forest Hill Capital, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$209.5K (-$11.8K)
Filed 2026-11-05
Washington Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$209.5K (-$11.8K)
Filed 2026-10-22
Waters Parkerson & Co., LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$209.5K (-$11.8K)
Filed 2026-11-04
Soltis Investment Advisors LLC
INCREASED
Shares986 from 984
Change+2 (+0%)
Value$206.5K (-$11.2K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
NEW
Shares982
Change+982
Value$205.7K
Filed 2026-10-14
IPG Investment Advisors LLC
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$205.5K (-$11.5K)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares974 from 985
Change-11 (-1%)
Value$204.0K (-$13.9K)
Filed 2026-11-04
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$203.6K (-$11.4K)
Filed 2026-10-22
Cornerstone Planning Group LLC
INCREASED
Shares971 from 967
Change+4 (+0%)
Value$204.8K (-$10.0K)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$202.1K (-$11.3K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares958 from 927
Change+31 (+3%)
Value$200.7K (-$4.4K)
Filed 2026-10-21
Sage Mountain Advisors LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$193.7K (-$10.9K)
Filed 2026-11-02
Washington Trust Advisors, Inc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$193.7K (-$10.9K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares863 from 53
Change+810 (+1528%)
Value$180.8K (+$169.2K)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$176.4K (-$9.9K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
INCREASED
Shares789 from 758
Change+31 (+4%)
Value$166.2K (-$1.5K)
Filed 2026-10-30
J.Safra Asset Management Corp
INCREASED
Shares766 from 764
Change+2 (+0%)
Value$160.5K (-$8.5K)
Filed 2026-11-03
Thompson Investment Management, Inc.
UNCHANGED
Shares754 from 754
Change0 (0%)
Value$157.9K (-$8.9K)
Filed 2026-10-14
Navigoe, LLC
INCREASED
Shares659 from 658
Change+1 (+0%)
Value$137.0K (-$8.0K)
Filed 2026-11-04
Grove Bank & Trust
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$138.0K (-$7.7K)
Filed 2026-10-08
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$138.0K (-$7.7K)
Filed 2026-10-30
Dorato Capital Management
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$137.8K (-$6.5K)
Filed 2026-10-08
West Paces Advisors Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$136.1K (-$7.6K)
Filed 2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$135.5K (-$7.6K)
Filed 2026-11-03
EPG Wealth Management LLC
INCREASED
Shares617 from 614
Change+3 (+0%)
Value$129.2K (-$6.7K)
Filed 2026-11-03
Eastern Bank
INCREASED
Shares606 from 405
Change+201 (+50%)
Value$126.9K (+$37.3K)
Filed 2026-10-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$126.7K (-$7.1K)
Filed 2026-10-16
Adkins Seale Capital Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$125.7K (-$7.1K)
Filed 2026-10-27
Ares Financial Consulting, LLC
INCREASED
Shares581 from 579
Change+2 (+0%)
Value$121.7K (-$6.3K)
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares571 from 559
Change+12 (+2%)
Value$119.6K (-$4.2K)
Filed 2026-11-04
Certuity, LLC
DECREASED
Shares554 from 728
Change-174 (-24%)
Value$116.0K (-$45.0K)
Filed 2026-11-02
First United Bank & Trust
INCREASED
Shares540 from 527
Change+13 (+2%)
Value$113.1K (-$3.5K)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
DECREASED
Shares538 from 553
Change-15 (-3%)
Value$112.8K (-$9.6K)
Filed 2026-10-13
City State Bank
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$109.5K (-$6.1K)
Filed 2026-10-20
Edgemoor Investment Advisors, Inc.
NEW
Shares501
Change+501
Value$104.9K
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$104.7K (-$5.9K)
Filed 2026-10-22
Downshift Financial, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$102.6K (-$5.8K)
Filed 2026-10-13
3Chopt Investment Partners, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$101.6K (-$5.7K)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$98.1K (-$5.5K)
Filed 2026-10-28
Community Financial Services Group, LLC
NEW
Shares464
Change+464
Value$97.7K
Filed 2026-10-15
Balentine LLC
DECREASED
Shares462 from 472
Change-10 (-2%)
Value$96.8K (-$7.6K)
Filed 2026-11-03
Atwood & Palmer Inc
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$91.9K (-$5.2K)
Filed 2026-10-08
AlphaCore Capital LLC
INCREASED
Shares430 from 381
Change+49 (+13%)
Value$90.1K (+$5.8K)
Filed 2026-11-04
MilWealth Group LLC
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$87.4K (-$4.9K)
Filed 2026-11-02
Key Capital Management, Inc
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$85.9K (-$4.8K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares397
Change+397
Value$83.3K
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$82.9K (-$4.6K)
Filed 2026-11-03
Marquette Asset Management, LLC
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$82.3K (-$4.6K)
Filed 2026-10-09
Dara Capital US, Inc.
INCREASED
Shares350 from 150
Change+200 (+133%)
Value$73.9K (+$40.7K)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$73 (-$4)
Filed 2026-10-27
Bangor Savings Bank
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$70.6K (-$4.0K)
Filed 2026-10-06
Trust Co of Toledo NA
INCREASED
Shares326 from 309
Change+17 (+6%)
Value$68.3K (-$70)
Filed 2026-10-16
Livelsberger Financial Advisory
NEW
Shares321
Change+321
Value$67.2K
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$66.0K (-$3.0K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$65.3K (-$3.7K)
Filed 2026-10-21
Madden Securities Corp
NEW
Shares299
Change+299
Value$62.6K
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares275 from 231
Change+44 (+19%)
Value$57.6K (+$6.5K)
Filed 2026-11-05
Rossby Financial, LCC
DECREASED
Shares275 from 276
Change-1 (0%)
Value$57.6K (-$3.5K)
Filed 2026-11-05
Roxbury Financial LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$57.5K (-$3.2K)
Filed 2026-10-01
Private Wealth Management Group, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$56.6K (-$3.2K)
Filed 2026-10-19
Redwood Park Advisors LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$56.6K (-$3.2K)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares246
Change+246
Value$51.5K
Filed 2026-11-05
United Community Bank
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$49.8K (-$2.8K)
Filed 2026-10-28
WPG Advisers, LLC
DECREASED
Shares236 from 237
Change-1 (0%)
Value$49.4K (-$3.0K)
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$49.2K (-$2.8K)
Filed 2026-11-02
Biltmore Family Office, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$48.8K (-$2.7K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$45.2K (-$2.5K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares212 from 211
Change+1 (+0%)
Value$44.4K (-$2.3K)
Filed 2026-10-29
Bear Mountain Capital, Inc.
INCREASED
Shares205 from 157
Change+48 (+31%)
Value$42.7K (+$8.3K)
Filed 2026-11-04
Pflug Koory, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$42.9K (-$2.4K)
Filed 2026-10-26
Insight Inv LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$41.9K (-$2.4K)
Filed 2026-10-27
First Command Advisory Services, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$38.7K (-$2.2K)
Filed 2026-11-05
NBH Bank
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$37.7K (-$2.1K)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$36.7K (-$2.1K)
Filed 2026-10-05
Birchbrook, Inc.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$35.6K (-$2.0K)
Filed 2026-10-14
Salomon & Ludwin, LLC
DECREASED
Shares159 from 165
Change-6 (-4%)
Value$33.3K (-$3.3K)
Filed 2026-10-29
Barrett & Company, Inc.
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$33.3K (-$1.9K)
Filed 2026-10-22
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$32.5K (-$1.8K)
Filed 2026-10-15
Hanson & Doremus Investment Management
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$32 (-$1)
Filed 2026-10-16
DT Investment Partners, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$31.4K (-$1.8K)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares144
Change+144
Value$30.2K
Filed 2026-10-19
Pacifica Partners Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$28.8K (-$1.5K)
Filed 2026-10-09
Evensky & Katz LLC
DECREASED
Shares136 from 188
Change-52 (-28%)
Value$29 (-$12)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares132 from 131
Change+1 (+1%)
Value$27.6K (-$1.3K)
Filed 2026-10-08
KFG LLC
NEW
Shares130
Change+130
Value$27.2K
Filed 2026-11-02
Armor Investment Advisors, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$27.2K (-$1.5K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$26.4K (-$1.5K)
Filed 2026-10-23
Godsey & Gibb, Inc
INCREASED
Shares120 from 27
Change+93 (+344%)
Value$25.1K (+$19.2K)
Filed 2026-10-14
TrinityBridge Ltd
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$25 (-$2)
Filed 2026-10-30
Birchwood Financial Partners, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$24.4K (-$1.3K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$22 (-$1)
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$21.5K (-$1.2K)
Filed 2026-10-26
Horizons Wealth Management
NEW
Shares100
Change+100
Value$20.9K
Filed 2026-10-05
American Capital Advisory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.9K (-$1.2K)
Filed 2026-10-28
Gen-Wealth Partners Inc
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$19.1K (-$1.1K)
Filed 2026-11-04
Kings Path Partners LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$17.8K (-$999)
Filed 2026-10-21
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$17.8K (-$999)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$17.0K (-$952)
Filed 2026-10-30
Maseco LLP
NEW
Shares80
Change+80
Value$16.8K
Filed 2026-10-27
MH & Associates Securities Management Corp
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$16.5K (-$928)
Filed 2026-10-30
Morling Financial Advisors, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$16.3K (-$917)
Filed 2026-10-28
Wealth Analytics Partners, LLC
NEW
Shares76
Change+76
Value$15.9K
Filed 2026-10-19
Milestone Investment Advisors LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$15.9K (-$889)
Filed 2026-11-05
Fairman Group, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$15.1K (-$849)
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$15.1K (-$846)
Filed 2026-10-15
Morton Brown Family Wealth, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$14.7K (-$822)
Filed 2026-10-23
Peachtree Investment Partners, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$14.4K (-$748)
Filed 2026-11-05
Kroeger Financial Partners
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$13.4K (-$752)
Filed 2026-10-19
Valley Wealth Managers, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$13.2K (-$741)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares59
Change+59
Value$12.4K
Filed 2026-10-27
NorthAvenue LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$11.7K (-$658)
Filed 2026-10-29
Financial Consulate, Inc
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$10.7K (-$600)
Filed 2026-10-23
Richardson Capital Management LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$9.4K (-$529)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$9.3K (-$484)
Filed 2026-10-27
Highline Wealth Partners LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$9.3K (-$519)
Filed 2026-10-19
Richardson Financial Services Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$9.2K (-$517)
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$8.8K (-$494)
Filed 2026-10-20
Provident Wealth Management, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$8.4K (-$470)
Filed 2026-10-20
Valued Wealth Advisors LLC
NEW
Shares37
Change+37
Value$7.8K
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$7.8K (-$434)
Filed 2026-10-16
IFS Advisors, LLC
NEW
Shares35
Change+35
Value$7.4K
Filed 2026-10-14
Fiduciary Advisors, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$7.3K (-$411)
Filed 2026-10-16
RMG Wealth Management LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$7.5K (-$458)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$7.3K (-$412)
Filed 2026-10-14
Breakwater Investment Management
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$6.5K (-$365)
Filed 2026-10-20
Noble Wealth Management PBC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$6.3K (-$352)
Filed 2026-10-01
Mascoma Wealth Management LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$5.9K (-$329)
Filed 2026-10-23
Burk Holdings LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.4K (-$305)
Filed 2026-11-05
Hickory Point Bank & Trust
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$4.6K (-$258)
Filed 2026-10-01
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.0K (-$223)
Filed 2026-10-23
GGM Financial LLC
INCREASED
Shares17 from 3
Change+14 (+467%)
Value$3.7K (+$2.9K)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.1K (-$176)
Filed 2026-10-30
DecisionPoint Financial, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.5K (-$134)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares9
Change+9
Value$1.9K
Filed 2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.5K (-$82)
Filed 2026-10-15
Concord Wealth Partners
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.1K (-$59)
Filed 2026-11-02
Nemes Rush Group LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$838 (-$47)
Filed 2026-11-04
Bell Investment Advisors, Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$838 (-$47)
Filed 2026-10-29
Activest Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$628 (-$36)
Filed 2026-10-15
SJS Investment Consulting Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$629 (-$35)
Filed 2026-10-26
Trust Co
NEW
Shares2
Change+2
Value$377
Filed 2026-10-09
Silver Grove Financial Group, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$419 (-$23)
Filed 2026-11-05
Tsfg, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-10-23
Prudent Man Investment Management, Inc.
NEW
Shares1
Change+1
Value$235
Filed 2026-11-03
Quaker Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$210 (-$12)
Filed 2026-10-22
Spurstone Advisory Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$211 (-$11)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$224.9K
Filed 2026-10-29
New South Capital Management Inc
CLOSED
Shares0 from 39,415
Change-39,415 (-100%)
Value$0 (-$8.7M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 39,100
Change-39,100 (-100%)
Value$0 (-$8.6M)
Filed 2026-11-03
Moran Wealth Management, LLC
CLOSED
Shares0 from 19,356
Change-19,356 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 8,229
Change-8,229 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
Villanova Investment Management Co
CLOSED
Shares0 from 7,738
Change-7,738 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-02
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 5,251
Change-5,251 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 4,904
Change-4,904 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-08
Imc-Chicago, LLC
CLOSED
Shares0 from 2,221
Change-2,221 (-100%)
Value$0 (-$491.3K)
Filed 2026-11-05
Roman Butler Fullerton & Co
CLOSED
Shares0 from 1,213
Change-1,213 (-100%)
Value$0 (-$266.5K)
Filed 2026-10-27
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 1,084
Change-1,084 (-100%)
Value$0 (-$239.8K)
Filed 2026-11-05
United Advisor Group, LLC
CLOSED
Shares0 from 1,020
Change-1,020 (-100%)
Value$0 (-$225.6K)
Filed 2026-11-03
RFG Advisory, LLC
CLOSED
Shares0 from 971
Change-971 (-100%)
Value$0 (-$214.8K)
Filed 2026-11-03
K2 Financial Inc.
CLOSED
Shares0 from 962
Change-962 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-26
Manchester Financial Inc
CLOSED
Shares0 from 960
Change-960 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-15
Timonier Family Office, Ltd.
CLOSED
Shares0 from 952
Change-952 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-03
Jeppson Wealth Management, LLC
CLOSED
Shares0 from 945
Change-945 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-20
Glenview Trust Co
CLOSED
Shares0 from 937
Change-937 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-28
High Probability Advisors, LLC
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-19
J. L. Bainbridge & Co., Inc.
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$59.3K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 228
Change-228 (-100%)
Value$0 (-$50.4K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$23.4K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-20
Chilton Capital Management LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-28
Clean Yield Group
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-28
Bank of America Corp
N/A
Shares— from 6,186,337
Change-6,186,337 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,238,800
Change-4,238,800 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,138,426
Change-2,138,426 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,495,599
Change-1,495,599 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,218,672
Change-1,218,672 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,198,061
Change-1,198,061 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,166,269
Change-1,166,269 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,090,896
Change-1,090,896 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 876,999
Change-876,999 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 866,095
Change-866,095 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 862,739
Change-862,739 (-100%)
Value—
UBS Group AG
N/A
Shares— from 766,604
Change-766,604 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 696,081
Change-696,081 (-100%)
Value—
Betterment LLC
N/A
Shares— from 646,889
Change-646,889 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 599,858
Change-599,858 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 490,973
Change-490,973 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 454,981
Change-454,981 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 433,434
Change-433,434 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 406,524
Change-406,524 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 329,024
Change-329,024 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 325,490
Change-325,490 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 316,264
Change-316,264 (-100%)
Value—
Commerce Bank
N/A
Shares— from 310,507
Change-310,507 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 258,987
Change-258,987 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 257,908
Change-257,908 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 251,170
Change-251,170 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 240,327
Change-240,327 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 230,481
Change-230,481 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 219,517
Change-219,517 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 206,035
Change-206,035 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 197,501
Change-197,501 (-100%)
Value—
FMR LLC
N/A
Shares— from 185,568
Change-185,568 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 158,339
Change-158,339 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 155,456
Change-155,456 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 151,968
Change-151,968 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 151,230
Change-151,230 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 150,704
Change-150,704 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 147,412
Change-147,412 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 147,065
Change-147,065 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 141,743
Change-141,743 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 132,012
Change-132,012 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 131,921
Change-131,921 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 128,463
Change-128,463 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 125,708
Change-125,708 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 121,763
Change-121,763 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 117,434
Change-117,434 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 116,250
Change-116,250 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 113,932
Change-113,932 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 109,004
Change-109,004 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 106,257
Change-106,257 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 97,906
Change-97,906 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 96,000
Change-96,000 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 95,544
Change-95,544 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 93,167
Change-93,167 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 92,482
Change-92,482 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 92,369
Change-92,369 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 90,894
Change-90,894 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 87,713
Change-87,713 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 87,471
Change-87,471 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 83,327
Change-83,327 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 78,706
Change-78,706 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 76,697
Change-76,697 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 76,439
Change-76,439 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 75,271
Change-75,271 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 75,085
Change-75,085 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 71,760
Change-71,760 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 70,287
Change-70,287 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 66,631
Change-66,631 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 66,250
Change-66,250 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 65,608
Change-65,608 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 65,424
Change-65,424 (-100%)
Value—
Stephens Inc
N/A
Shares— from 61,531
Change-61,531 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 61,284
Change-61,284 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 58,237
Change-58,237 (-100%)
Value—
Shapiro Capital Management LLC
N/A
Shares— from 57,200
Change-57,200 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 57,125
Change-57,125 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 55,270
Change-55,270 (-100%)
Value—
Blair William & Co
N/A
Shares— from 54,715
Change-54,715 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 54,331
Change-54,331 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 49,463
Change-49,463 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 44,953
Change-44,953 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 43,886
Change-43,886 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 43,286
Change-43,286 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 42,469
Change-42,469 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 41,926
Change-41,926 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 39,818
Change-39,818 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 39,804
Change-39,804 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 39,792
Change-39,792 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 39,415
Change-39,415 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 39,172
Change-39,172 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 39,164
Change-39,164 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 38,649
Change-38,649 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 37,185
Change-37,185 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 35,777
Change-35,777 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 35,369
Change-35,369 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,006
Change-35,006 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 34,815
Change-34,815 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 34,436
Change-34,436 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 33,929
Change-33,929 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 33,009
Change-33,009 (-100%)
Value—
Aristotle Capital Boston, LLC
N/A
Shares— from 32,804
Change-32,804 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 31,637
Change-31,637 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 30,982
Change-30,982 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 30,949
Change-30,949 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 29,030
Change-29,030 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 29,025
Change-29,025 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 28,903
Change-28,903 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 28,554
Change-28,554 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 28,046
Change-28,046 (-100%)
Value—
Boston Partners
N/A
Shares— from 28,006
Change-28,006 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 26,855
Change-26,855 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,590
Change-26,590 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,394
Change-26,394 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 25,951
Change-25,951 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 25,949
Change-25,949 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 23,822
Change-23,822 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,660
Change-23,660 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 23,120
Change-23,120 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 23,082
Change-23,082 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 22,757
Change-22,757 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 22,635
Change-22,635 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,620
Change-22,620 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 22,218
Change-22,218 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 21,117
Change-21,117 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 20,507
Change-20,507 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 20,014
Change-20,014 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 19,889
Change-19,889 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 19,185
Change-19,185 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 19,061
Change-19,061 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 17,868
Change-17,868 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,800
Change-17,800 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 17,742
Change-17,742 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 17,727
Change-17,727 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,595
Change-17,595 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,506
Change-17,506 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 17,245
Change-17,245 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 17,021
Change-17,021 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 16,929
Change-16,929 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 16,706
Change-16,706 (-100%)
Value—
&partners
N/A
Shares— from 15,925
Change-15,925 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 15,811
Change-15,811 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 15,747
Change-15,747 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 15,355
Change-15,355 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 15,279
Change-15,279 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,530
Change-14,530 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,293
Change-14,293 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 14,167
Change-14,167 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 13,726
Change-13,726 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 13,312
Change-13,312 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 13,283
Change-13,283 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 13,021
Change-13,021 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,981
Change-12,981 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 12,891
Change-12,891 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 12,667
Change-12,667 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,579
Change-12,579 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 12,316
Change-12,316 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 12,210
Change-12,210 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 12,188
Change-12,188 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,054
Change-12,054 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 11,663
Change-11,663 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,541
Change-11,541 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,471
Change-11,471 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 11,058
Change-11,058 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 10,575
Change-10,575 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 10,479
Change-10,479 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Nwam LLC
N/A
Shares— from 10,126
Change-10,126 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 9,931
Change-9,931 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,930
Change-9,930 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 9,909
Change-9,909 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 9,783
Change-9,783 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,756
Change-9,756 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 9,710
Change-9,710 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 9,612
Change-9,612 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 9,410
Change-9,410 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 9,095
Change-9,095 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 9,084
Change-9,084 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 9,032
Change-9,032 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,881
Change-8,881 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,665
Change-8,665 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,608
Change-8,608 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,562
Change-8,562 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 8,367
Change-8,367 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 8,292
Change-8,292 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 7,721
Change-7,721 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 6,976
Change-6,976 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 6,431
Change-6,431 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 6,369
Change-6,369 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Calydon Capital
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,903
Change-5,903 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 5,434
Change-5,434 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 5,303
Change-5,303 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 4,967
Change-4,967 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 4,857
Change-4,857 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,139
Change-4,139 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,856
Change-3,856 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 3,624
Change-3,624 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,546
Change-3,546 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,409
Change-3,409 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 3,403
Change-3,403 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Croban
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Legacy Trust
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,292
Change-2,292 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 995
Change-995 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 933
Change-933 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 857
Change-857 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 810
Change-810 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 790
Change-790 (-100%)
Value—
Motco
N/A
Shares— from 782
Change-782 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 744
Change-744 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 597
Change-597 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 583
Change-583 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 573
Change-573 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 547
Change-547 (-100%)
Value—
CNB Bank
N/A
Shares— from 539
Change-539 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 525
Change-525 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 519
Change-519 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 489
Change-489 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 404
Change-404 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 393
Change-393 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 390
Change-390 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 384
Change-384 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 351
Change-351 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 340
Change-340 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 329
Change-329 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 308
Change-308 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 282
Change-282 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
EFG International AG
N/A
Shares— from 277
Change-277 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 276
Change-276 (-100%)
Value—
S&T Bank
N/A
Shares— from 261
Change-261 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 145
Change-145 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 100
Change-100 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 80
Change-80 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 67
Change-67 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 55
Change-55 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 39
Change-39 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
D.A. Davidson & Co.
INCREASED1,289,3981,281,525+7,873+1%$283.5M$270.1M-$13.4M2026-10-28
Commonwealth Equity Services, LLC
DECREASED731,422756,672-25,250-3%$167.4M$153.2M-$14.2M2026-11-02
Cassaday & Co Wealth Management LLC
DECREASED653,168654,442-1,2740%$144.8M$136.8M-$8.0M2026-10-27
Bailard, Inc.
INCREASED492,591485,652+6,939+1%$107.4M$103.2M-$4.3M2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED402,223397,941+4,282+1%$88.0M$84.2M-$3.8M2026-10-22
Bank of New York Mellon Corp
INCREASED279,083278,097+986+0%$61.5M$58.5M-$3.1M2026-11-05
Choreo, LLC
INCREASED246,684243,333+3,351+1%$53.8M$51.7M-$2.2M2026-10-28
Stephens Group Asset Management, LLC
DECREASED231,073233,866-2,793-1%$51.7M$48.4M-$3.3M2026-10-09
AMG National Trust Bank
DECREASED229,828233,018-3,190-1%$51.5M$48.1M-$3.4M2026-11-05
US Bancorp \de\
INCREASED192,124175,233+16,891+10%$38.8M$40.2M+$1.5M2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED188,771188,77100%$41.8M$39.5M-$2.2M2026-11-04
Fifth Third Bancorp
DECREASED170,791177,121-6,330-4%$39.2M$35.8M-$3.4M2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED169,162176,936-7,774-4%$38.9M$35.7M-$3.2M2026-10-13
Waldron Private Wealth LLC
DECREASED153,351162,783-9,432-6%$36.0M$32.1M-$3.9M2026-11-02
Courier Capital LLC
INCREASED131,131130,333+798+1%$28.8M$27.5M-$1.4M2026-10-19
Modera Wealth Management, LLC
DECREASED128,998130,222-1,224-1%$28.8M$27.0M-$1.8M2026-10-28
WoodTrust Financial Corp
DECREASED127,265132,146-4,881-4%$29.2M$26.7K-$29.2M2026-10-09
Truist Financial Corp
DECREASED123,574124,455-881-1%$27.5M$25.9M-$1.6M2026-10-30
Powell Investment Advisors, LLC
DECREASED115,107115,249-1420%$25.5M$24.1M-$1.4M2026-10-22
Citigroup Inc
INCREASED108,3108,967+99,343+1108%$2.0M$22.7M+$20.7M2026-11-04
Creative Planning
INCREASED93,21390,616+2,597+3%$20.0M$19.5M-$520.7K2026-11-02
Aspiriant, LLC
DECREASED76,36579,419-3,054-4%$17.6M$16.0M-$1.6M2026-10-16
Leeward Investments, LLC - MA
INCREASED75,04758,194+16,853+29%$12.9M$15.7M+$2.8M2026-10-23
Hillcrest Wealth Advisors - NY, LLC
INCREASED71,29770,047+1,250+2%$15.5M$14.9M-$561.2K2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED67,66972,054-4,385-6%$15.9M$14.2M-$1.8M2026-11-05
LBJ Family Wealth Advisors, Ltd.
DECREASED59,72860,110-382-1%$13.3K$12.5K-$7912026-10-01
Sonata Capital Group Inc
DECREASED59,68260,479-797-1%$13.4M$12.5M-$877.5K2026-10-19
First Horizon Corp
DECREASED57,88157,924-430%$12.8M$12.1M-$689.6K2026-10-26
Harbor Investment Advisory, LLC
DECREASED57,73560,119-2,384-4%$13.3M$12.1M-$1.2M2026-10-13
Keybank National Association
INCREASED57,19256,104+1,088+2%$12.4M$12.0M-$431.3K2026-11-04
HB Wealth Management, LLC
INCREASED55,98048,958+7,022+14%$10.8M$11.7M+$895.3K2026-10-23
Marion Wealth Management
INCREASED51,95051,511+439+1%$11.4M$10.9M-$513.3K2026-10-22
Corundum Group, Inc.
DECREASED51,84853,073-1,225-2%$11.7M$10.9M-$880.2K2026-10-28
Navigation Group, LLC
DECREASED51,06852,829-1,761-3%$11.7M$10.7M-$989.5K2026-10-28
Berkshire Money Management, Inc.
NEW50,747—+50,747——$10.6M—2026-10-21
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED50,50050,50000%$11.2M$10.6M-$593.4K2026-10-29
Kestra Advisory Services, LLC
INCREASED50,00348,074+1,929+4%$10.6M$10.5M-$160.9K2026-11-02
RTD Financial Advisors, Inc.
DECREASED49,04749,468-421-1%$10.9M$10.3M-$669.4K2026-10-09
Idaho Trust Co
INCREASED48,01547,340+675+1%$10.5M$10.1M-$414.9K2026-11-04
Sanders Morris Harris LLC
NEW47,871—+47,871——$10.0M—2026-10-14
Viewpoint Capital Management LLC
INCREASED46,44343,186+3,257+8%$9.6M$9.7M+$173.7K2026-10-27
Onyx Bridge Wealth Group LLC
INCREASED46,20211,739+34,463+294%$2.6M$9.7M+$7.1M2026-10-16
Wall Capital Group, Inc.
NEW38,321—+38,321——$8.0M—2026-10-14
United Asset Strategies, Inc.
DECREASED38,22438,516-292-1%$8.5M$8.0M-$513.6K2026-10-28
OFS Enterprise LLC
INCREASED37,96737,848+119+0%$8.4M$8.0M-$419.7K2026-10-16
LWM Advisors Inc
DECREASED37,85638,500-644-2%$8.5M$7.9M-$587.4K2026-10-08
Venture Visionary Partners LLC
INCREASED35,37534,039+1,336+4%$7.5M$7.4M-$120.3K2026-10-07
Brookstone Capital Management
DECREASED34,82835,644-816-2%$7.9M$7.3M-$589.8K2026-10-22
Stevens Capital Partners
INCREASED34,55930,437+4,122+14%$6.7M$7.2M+$505.6K2026-10-29
Foundation Wealth Management, LLC
DECREASED34,51435,378-864-2%$7.8M$7.2M-$596.7K2026-10-22
Investment Partners, Ltd.
INCREASED34,14117,594+16,547+94%$3.9M$7.2M+$3.3M2026-10-29
Titleist Asset Management, LLC
INCREASED33,95933,924+35+0%$7.5M$7.1M-$391.3K2026-10-08
Droms Strauss Advisors Inc
DECREASED33,65434,475-821-2%$7.6M$7.0M-$577.1K2026-11-03
XML Financial, LLC
INCREASED32,97732,424+553+2%$7.2M$6.9M-$265.3K2026-10-29
TD Waterhouse Canada Inc.
INCREASED32,16130,804+1,357+4%$6.8M$6.8M-$46.7K2026-10-16
Instrumental Wealth, LLC
INCREASED31,60830,417+1,191+4%$6.7M$6.6M-$107.9K2026-10-20
Blue Trust, Inc.
INCREASED31,1539,316+21,837+234%$2.1M$6.5M+$4.5M2026-10-15
Basso Capital Management, L.P.
NEW30,573—+30,573——$6.4M—2026-10-30
Brooklyn FI, LLC
DECREASED29,29930,065-766-3%$6.7M$6.4M-$269.6K2026-11-05
Mullaney, Keating & Wright, Inc.
DECREASED28,94429,482-538-2%$6.5M$6.1M-$458.9K2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED28,65028,554+96+0%$6.3M$6.0M-$315.5K2026-10-16
Avantax Planning Partners, Inc.
DECREASED28,55829,847-1,289-4%$6.6M$6.0M-$620.7K2026-11-03
InvesTrust
DECREASED28,06628,181-1150%$6.2M$5.9M-$355.2K2026-10-14
Strategic Equity Management
DECREASED27,70673,135-45,429-62%$16.2M$5.8M-$10.4M2026-11-04
Fell Capital Management
INCREASED27,42027,215+205+1%$6.0M$5.7M-$276.8K2026-10-09
Lido Advisors, LLC
INCREASED26,80521,542+5,263+24%$4.8M$5.6M+$849.3K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED26,70226,496+206+1%$5.9M$5.6K-$5.9M2026-11-02
Noble Family Wealth, LLC
DECREASED25,60825,619-110%$5.7M$5.4M-$303.3K2026-10-26
Principal Financial Group Inc
DECREASED25,24385,664-60,421-71%$18.9M$5.3M-$13.7M2026-11-02
Whitegate Investment Counselors, Inc.
DECREASED24,65124,680-290%$5.5M$5.2M-$296.1K2026-11-02
City Holding Co
INCREASED24,53522,445+2,090+9%$5.0M$5.1M+$174.0K2026-10-19
Blueline Advisors LLC
DECREASED24,09424,314-220-1%$5.4M$5.0M-$331.7K2026-10-15
Wesbanco Bank Inc
DECREASED23,94626,243-2,297-9%$5.8M$5.0M-$789.5K2026-11-04
Parkside Financial Bank & Trust
DECREASED22,35522,409-540%$5.0M$4.7M-$274.7K2026-10-27
Bokf, NA
DECREASED21,96822,528-560-2%$5.0M$4.6M-$382.0K2026-10-27
Farther Finance Advisors, LLC
INCREASED21,62821,481+147+1%$4.8M$4.5M-$221.6K2026-10-08
Bare Financial Services, Inc
DECREASED21,15821,335-177-1%$4.7M$4.4M-$287.8K2026-11-04
Atlas Brown,Inc.
DECREASED19,94020,079-139-1%$4.4M$4.2M-$265.1K2026-10-09
Sterling Capital Management LLC
DECREASED19,40820,614-1,206-6%$4.6M$4.1M-$494.8K2026-10-22
Northwest Wealth Management, LLC
DECREASED19,33320,676-1,343-6%$4.6M$4.0M-$524.2K2026-10-30
Summit Wealth Group LLC / Co
DECREASED18,89320,545-1,652-8%$4.5M$4.0M-$587.4K2026-10-29
Prosperity Planning, Inc.
DECREASED17,65517,945-290-2%$4.0M$3.7M-$271.6K2026-10-09
Kestra Private Wealth Services, LLC
INCREASED17,21617,134+82+0%$3.8M$3.6M-$184.3K2026-10-30
Midwest Professional Planners, Ltd.
DECREASED16,80017,915-1,115-6%$4.0M$3.5M-$444.1K2026-10-29
GHP Investment Advisors, Inc.
DECREASED16,67916,945-266-2%$3.7M$3.5M-$254.9K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED16,49215,406+1,086+7%$3.4M$3.5M+$46.4K2026-10-27
Foundation Wealth Management, Llc\pa
DECREASED16,21218,209-1,997-11%$4.0M$3.4M-$632.2K2026-10-14
Ticino Wealth
INCREASED16,07915,919+160+1%$3.5M$3.4M-$153.5K2026-10-13
Finley Financial, LLC
DECREASED15,45015,540-90-1%$3.4M$3.3M-$184.5K2026-10-28
Visionary Wealth Advisors
DECREASED15,32315,436-113-1%$3.4M$3.2M-$205.1K2026-11-04
Alamar Capital Management, LLC
INCREASED14,65614,655+1+0%$3.2M$3.1M-$172.0K2026-11-02
Kelsey Financial, LLC
DECREASED14,59515,110-515-3%$3.3M$3.1M-$285.5K2026-10-28
Midwest Trust Co
DECREASED14,34815,839-1,491-9%$3.5M$3.0M-$498.4K2026-10-22
Klingman & Associates, LLC
UNCHANGED14,29714,29700%$3.2M$3.0M-$168.0K2026-10-20
Summa Corp.
INCREASED14,1131,299+12,814+986%$287.3K$3.0M+$2.7M2026-10-30
Brady Martz Wealth Solutions, LLC
INCREASED13,59013,546+44+0%$3.0M$2.8M-$149.9K2026-11-05
Greenspring Advisors, LLC
INCREASED13,4126,722+6,690+100%$1.5M$2.8M+$1.3M2026-11-05
WealthPlan Investment Management, LLC
INCREASED13,27413,073+201+2%$2.9M$2.8M-$111.6K2026-10-15
LMG Wealth Partners, LLC
UNCHANGED13,16613,16600%$2.9M$2.8M-$154.7K2026-11-05
Penobscot Investment Management Company, Inc.
INCREASED12,85912,347+512+4%$2.7M$2.7M-$37.8K2026-10-26
Fifth Third Securities, Inc.
INCREASED12,84811,888+960+8%$2.6M$2.7M+$61.4K2026-10-21
Washington Trust Bank
UNCHANGED12,78612,78600%$2.8M$2.7M-$150.2K2026-11-03
Allegheny Financial Group
INCREASED12,77912,744+35+0%$2.8M$2.7M-$142.3K2026-11-05
Parallel Advisors, LLC
INCREASED12,63712,247+390+3%$2.7M$2.6M-$62.4K2026-11-03
Regions Financial Corp
DECREASED12,46412,714-250-2%$2.8M$2.6M-$201.8K2026-11-05
Oppenheimer & Co Inc
DECREASED12,29912,496-197-2%$2.8M$2.6M-$188.1K2026-10-26
Apella Capital, LLC
INCREASED12,2094,990+7,219+145%$1.1M$2.6M+$1.5M2026-10-08
Towerpoint Wealth, LLC
DECREASED12,03812,080-420%$2.7M$2.5M-$150.9K2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED11,97713,239-1,262-10%$2.9M$2.5M-$419.7K2026-10-29
J2 Capital Management Inc
DECREASED11,95512,297-342-3%$2.7M$2.5M-$216.2K2026-10-19
MB, Levis & Associates, LLC
INCREASED11,93411,890+44+0%$2.6M$2.5M-$130.6K2026-10-16
Wealth Architects, LLC
DECREASED11,90714,890-2,983-20%$3.3M$2.5M-$799.8K2026-11-03
Farmers & Merchants Investments Inc
INCREASED11,88711,858+29+0%$2.6M$2.5M-$133.3K2026-10-22
Performa Ltd (US), LLC
INCREASED11,49511,084+411+4%$2.5M$2.4M-$44.2K2026-11-05
Eukles Asset Management
INCREASED11,3259,528+1,797+19%$2.1M$2.4M+$264.2K2026-11-04
SAX Wealth Advisors, LLC
DECREASED11,30711,371-64-1%$2.2M$2.4M+$212.4K2026-10-13
Facet Wealth, Inc.
DECREASED11,05716,634-5,577-34%$3.7M$2.3M-$1.4M2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED11,05211,049+3+0%$2.4M$2.3M-$129.3K2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED10,8889,991+897+9%$2.2M$2.3M+$70.5K2026-10-23
Thrivent Financial for Lutherans
INCREASED10,78410,182+602+6%$2.3M$2.3M+$19.0K2026-11-05
Park Avenue Securities LLC
INCREASED10,5569,476+1,080+11%$2.1M$2.2K-$2.1M2026-10-26
SkyOak Wealth, LLC
DECREASED10,40210,538-136-1%$2.3M$2.2M-$152.3K2026-10-28
Wealth Advisory Solutions, LLC
DECREASED10,32610,715-389-4%$2.4M$2.2M-$207.4K2026-10-20
Squire Investment Management Company, LLC
INCREASED10,23110,189+42+0%$2.3M$2.1M-$110.9K2026-11-03
Quadrant Capital Group LLC
UNCHANGED10,05610,05600%$2.2M$2.1M-$102.7K2026-10-20
Weinberger Asset Management, Inc
DECREASED9,3889,639-251-3%$2.1M$2.0M-$166.2K2026-10-28
First Citizens Bank & Trust Co
DECREASED9,3339,657-324-3%$2.1M$2.0M-$181.3K2026-10-14
Shakespeare Wealth Management, LLC
NEW9,307—+9,307——$1.9M—2026-10-28
Legacy Bridge, LLC
UNCHANGED9,2859,28500%$2.1M$1.9M-$109.1K2026-10-28
Diversify Wealth Management, LLC
INCREASED9,2099,114+95+1%$2.0M$1.9M-$85.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED9,2099,114+95+1%$2.0M$1.9M-$85.8K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED9,1019,154-53-1%$2.0M$1.9M-$118.8K2026-11-04
Anchor Capital Advisors LLC
INCREASED9,0976,961+2,136+31%$1.5M$1.9M+$365.7K2026-11-05
Wealth Dimensions Group, Ltd.
DECREASED8,9649,080-116-1%$2.0M$1.9M-$131.2K2026-11-02
Relyea Zuckerberg Hanson LLC
INCREASED8,9578,752+205+2%$1.9M$1.9M-$60.0K2026-10-20
SilverOak Wealth Management LLC
UNCHANGED8,8598,85900%$2.0M$1.9M-$104.1K2026-10-29
IFP Advisors, Inc
INCREASED8,7518,502+249+3%$1.9M$1.8M-$47.7K2026-10-16
Graves Light Lenhart Wealth, Inc.
DECREASED8,6738,797-124-1%$1.9M$1.8M-$129.4K2026-10-09
St. Louis Trust Co
UNCHANGED8,4858,48500%$511.9K$1.8M+$1.3M2026-11-03
MV Capital Management, Inc.
DECREASED8,4669,337-871-9%$2.1M$1.8M-$292.1K2026-10-29
Luts & Greenleigh Group, Inc.
DECREASED8,3968,472-76-1%$1.9M$1.8M-$115.4K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED8,3127,488+824+11%$1.7M$1.7M+$84.5K2026-10-21
Stordahl Capital Management, Inc.
INCREASED8,1908,150+40+0%$1.8M$1.7M-$87.4K2026-10-22
626 Financial, LLC
INCREASED8,1568,151+5+0%$1.8M$1.7M-$94.8K2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED7,8137,579+234+3%$1.7M$1.6M-$40.2K2026-10-21
Retirement Planning Group, LLC
DECREASED7,7938,121-328-4%$1.8M$1.6M-$164.2K2026-10-19
Meridian Wealth Management, LLC
DECREASED7,7707,858-88-1%$1.7M$1.6M-$110.7K2026-11-05
Frederick Financial Consultants, LLC
INCREASED7,7037,625+78+1%$1.7M$1.6M-$73.3K2026-10-29
Saxon Interests, Inc.
INCREASED7,7027,296+406+6%$1.6M$1.6M-$5732026-10-26
Veery Capital, LLC
DECREASED7,3737,702-329-4%$1.7M$1.5M-$159.5K2026-10-07
Concurrent Investment Advisors, LLC
INCREASED7,2695,588+1,681+30%$1.2M$1.5M+$286.4K2026-10-16
PDS Planning, Inc
INCREASED7,1447,096+48+1%$1.6M$1.5M-$73.1K2026-11-03
Pittenger & Anderson Inc
UNCHANGED7,1257,12500%$1.6M$1.5M-$83.7K2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED7,0587,080-220%$1.6M$1.5M-$87.9K2026-11-04
Valeo Financial Advisors, LLC
INCREASED7,0296,939+90+1%$1.5M$1.5M-$62.8K2026-10-08
Rodgers & Associates, LTD
UNCHANGED7,0217,02100%$1.6M$1.5M-$82.5K2026-10-20
Clear Creek Financial Management, LLC
NEW6,874—+6,874——$1.4M—2026-10-28
Aletheian Wealth Advisors LLC
INCREASED6,8056,552+253+4%$1.4M$1.4M-$23.9K2026-10-08
Cornerstone Wealth Advisors, Inc.
DECREASED6,7566,906-150-2%$1.5M$1.4M-$112.6K2026-10-16
Harbour Capital Advisors, LLC
UNCHANGED6,7556,75500%$1.5M$1.4M-$71.1K2026-10-13
Assetmark, Inc
DECREASED6,62330,026-23,403-78%$6.6M$1.4M-$5.3M2026-10-21
Vise Technologies, Inc.
INCREASED6,5744,925+1,649+33%$1.1M$1.4M+$287.6K2026-10-29
Lmcg Investments, LLC
DECREASED6,3056,441-136-2%$1.4M$1.3M-$104.2K2026-10-21
Altiora Financial Group, LLC
DECREASED6,2537,831-1,578-20%$1.7M$1.3M-$422.5K2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED6,2336,468-235-4%$1.4M$1.3M-$125.2K2026-10-22
VestGen Advisors, LLC
INCREASED6,1936,179+14+0%$1.4M$1.3M-$69.7K2026-10-27
Allstreet Capital Advisors LLC
INCREASED6,1426,131+11+0%$1.4M$1.3M-$69.7K2026-11-04
Crescent Grove Advisors, LLC
INCREASED6,0845,835+249+4%$1.3M$1.3M-$16.4K2026-10-21
Evanson Financial, LLC
UNCHANGED6,0616,06100%$1.3M$1.3M-$71.2K2026-10-23
First Bancorp, Inc
UNCHANGED6,0006,00000%$1.3M$1.3M-$70.5K2026-10-26
Cullen T Bankers, Inc.
INCREASED5,9415,127+814+16%$1.1M$1.2M+$110.3K2026-10-28
Blue Bell Private Wealth Management, LLC
INCREASED5,9005,784+116+2%$1.3M$1.2M-$43.7K2026-10-29
Grey Fox Wealth Advisors, LLC
DECREASED5,8136,008-195-3%$1.3M$1.2M-$111.4K2026-11-03
Equitable Trust Co
INCREASED5,8075,370+437+8%$1.2M$1.2M+$28.4K2026-10-13
Founders Financial Securities LLC
DECREASED5,7986,052-254-4%$1.3M$1.2M-$124.2K2026-10-28
Bright Futures Wealth Management, Llc.
INCREASED5,7515,504+247+4%$1.2M$1.2M-$12.9K2026-10-23
Highland Capital Management, LLC
UNCHANGED5,7165,71600%$1.3M$1.2M-$67.2K2026-10-26
Carnegie Investment Counsel
DECREASED5,6475,700-53-1%$1.3M$1.2M-$78.1K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED5,6115,568+43+1%$1.2M$1.2M-$56.4K2026-11-03
Carbahal Olsen Financial Services Group, LLC
INCREASED5,5695,242+327+6%$1.2M$1.2M+$6.7K2026-11-05
McAdam, LLC
DECREASED5,4425,838-396-7%$1.3M$1.1M-$151.5K2026-10-21
E&G Advisors, LLC
INCREASED5,4094,996+413+8%$1.1M$1.1M+$27.8K2026-10-13
James Investment Research, Inc.
UNCHANGED5,3935,39300%$1.2M$1.1M-$63.4K2026-10-22
Affinity Capital Advisors, LLC
DECREASED5,3325,471-139-3%$1.2M$1.1M-$88.8K2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED5,3285,32800%$1.2M$1.1M-$62.6K2026-10-23
Integrated Advisors Network LLC
DECREASED5,3185,460-142-3%$1.2M$1.1M-$93.9K2026-10-20
Financial Guidance Group, Inc.
DECREASED5,3045,410-106-2%$1.2M$1.1M-$85.8K2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED5,2985,428-130-2%$1.2M$1.1M-$91.0K2026-10-05
North Star Investment Management Corp.
UNCHANGED5,2745,27400%$1.2M$1.1M-$61.9K2026-10-27
Culbertson A N & Co Inc
UNCHANGED5,1515,15100%$1.1M$1.1M-$60.5K2026-10-21
BIP Wealth, LLC
DECREASED5,0465,323-277-5%$1.2M$1.1M-$120.6K2026-10-22
Davidson Trust Co
DECREASED4,9995,097-98-2%$1.1M$1.0M-$81.0K2026-10-09
Laurel OAK Wealth Management, LLC
INCREASED4,9504,874+76+2%$1.1M$1.0M-$41.4K2026-10-19
Brighton Jones LLC
DECREASED4,9254,995-70-1%$1.1M$1.0M-$73.3K2026-11-03
Retirement Investment Advisors, Inc.
INCREASED4,9094,898+11+0%$1.1M$1.0M-$48.3K2026-10-22
Wedmont Private Capital
NEW4,880—+4,880——$1.0M—2026-10-09
MMA Asset Management LLC
DECREASED4,8564,995-139-3%$1.1M$1.0M-$87.8K2026-11-02
Gables Capital Management Inc.
UNCHANGED4,8514,85100%$1.1M$1.0M-$57.0K2026-11-04
Vaughan & Co Securities, Inc.
DECREASED4,8224,869-47-1%$1.1M$1.0M-$67.1K2026-10-23
ARK & TLK Investments, LLC
UNCHANGED4,8044,80400%$1.1M$1.0M-$56.4K2026-10-20
Diversified Investment Strategies, LLC
UNCHANGED4,7324,73200%$1.0M$991.1K-$55.6K2026-10-28
Pinnacle Associates LTD
INCREASED4,7224,531+191+4%$1.0M$988.9K-$13.4K2026-10-20
Opus Capital Group, LLC
UNCHANGED4,6944,69400%$1.0M$983-$1.0M2026-10-30
Renasant Bank
DECREASED4,6854,903-218-4%$1.1M$981.3K-$103.3K2026-11-05
RF&L Wealth Management, LLC
DECREASED4,6404,690-50-1%$1.0M$971.8K-$65.6K2026-10-20
Citizens Financial Group Inc
DECREASED4,6265,612-986-18%$1.2M$969.0K-$272.4K2026-10-23
First Business Financial Services, Inc.
UNCHANGED4,6044,60400%$1.0M$964.3K-$54.1K2026-10-29
Guidance Point Advisors, LLC
INCREASED4,5894,568+21+0%$1.0M$962.2K-$50.1K2026-10-15
Lanark Financial, Inc.
INCREASED4,5713,626+945+26%$802.2K$957.5K+$155.2K2026-10-26
Center for Financial Planning, Inc.
UNCHANGED4,4254,42500%$978.8K$926.8K-$52.0K2026-10-26
Firestone Capital Management
UNCHANGED4,4224,42200%$978.1K$926.2K-$52.0K2026-11-03
CFG Wealth Management Services, Inc.
INCREASED4,3993,193+1,206+38%$662.8K$926.2K+$263.4K2026-10-21
Bricktown Capital, LLC
UNCHANGED4,3864,38600%$970.2K$918.6K-$51.5K2026-10-13
Daymark Wealth Partners, LLC
INCREASED4,3214,197+124+3%$928.4K$905.0K-$23.4K2026-11-04
Garde Capital, Inc.
DECREASED4,2564,279-23-1%$946.5K$891.4K-$55.1K2026-10-29
Chemung Canal Trust Co
UNCHANGED4,2424,24200%$938.3K$888.5K-$49.8K2026-11-04
Atria Investments, Inc
DECREASED4,18510,147-5,962-59%$2.2M$876.6K-$1.4M2026-10-15
Moneywise, Inc.
DECREASED4,15940,123-35,964-90%$8.9M$871.0K-$8.0M2026-10-30
Chicago Partners Investment Group LLC
INCREASED4,1184,110+8+0%$906.5K$877.1K-$29.4K2026-10-27
Private Trust Co NA
INCREASED4,1144,056+58+1%$897.1K$861.6K-$35.5K2026-10-20
Harbor Capital Advisors, Inc.
DECREASED4,0665,678-1,612-28%$1.3M$852-$1.3M2026-10-22
Prospera Financial Services Inc
INCREASED4,0323,671+361+10%$812.9K$865.7K+$52.8K2026-11-04
Connecticut Wealth Management, LLC
UNCHANGED4,0184,01800%$888.8K$841.6K-$47.2K2026-10-13
Aprio Wealth Management, LLC
DECREASED4,0054,016-110%$888.3K$838.9K-$49.5K2026-10-28
Cornerstone Wealth Group, LLC
INCREASED3,9693,923+46+1%$867.7K$831.3K-$36.4K2026-11-02
Kaufman Rossin Wealth, LLC
INCREASED3,9613,887+74+2%$853.2K$829.6K-$23.6K2026-10-19
Arista Wealth Management, LLC
DECREASED3,9564,126-170-4%$912.7K$828.6K-$84.2K2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
INCREASED3,9303,920+10+0%$867.2K$823.0K-$44.2K2026-11-02
Global View Capital Management LLC
INCREASED3,8971,888+2,009+106%$417.6K$816.2K+$398.6K2026-10-28
Eagle Strategies LLC
INCREASED3,8953,780+115+3%$836.1K$815.9K-$20.2K2026-10-16
Elevation Wealth Partners, LLC
INCREASED3,8953,887+8+0%$859.9K$815.7K-$44.2K2026-10-07
Trust Co of Vermont
INCREASED3,8733,866+7+0%$855.2K$811.2K-$44.0K2026-10-21
DWR Wealth Management, LLC
DECREASED3,8623,868-60%$855.8K$814.8K-$41.0K2026-10-13
Heck Capital Advisors, LLC
DECREASED3,7656,875-3,110-45%$1.5M$788.6K-$732.1K2026-10-14
Brown Wealth Management, LLC
INCREASED3,7643,753+11+0%$830.2K$788.4K-$41.8K2026-10-20
Welch & Forbes LLC
UNCHANGED3,7423,74200%$827.7K$783.8K-$44.0K2026-11-04
Stegner Investment Associates Inc.
DECREASED3,6813,905-224-6%$863.8K$771.0K-$92.8K2026-10-15
Bishop & Co Investment Management, LLC
DECREASED3,6773,821-144-4%$845.2K$770.1K-$75.1K2026-11-05
Ascent Group, LLC
DECREASED3,6413,696-55-1%$817.5K$762.5K-$55.0K2026-10-30
Avior Wealth Management, LLC
INCREASED3,5843,578+6+0%$791.4K$750.6K-$40.8K2026-10-13
Investmark Advisory Group LLC
INCREASED3,5671,787+1,780+100%$395.3K$747.4K+$352.1K2026-10-27
Magnus Financial Group LLC
INCREASED3,5253,475+50+1%$768.7K$738.4K-$30.3K2026-10-21
Townsend Asset Management Corp
INCREASED3,5223,508+14+0%$775.9K$737.6K-$38.3K2026-10-29
Chicago Capital, LLC
UNCHANGED3,5113,51100%$776.6K$735.4K-$41.3K2026-10-13
Foster Group, Inc.
DECREASED3,4863,740-254-7%$827.3K$730.2K-$97.1K2026-10-13
JFS Wealth Advisors, LLC
INCREASED3,4793,385+94+3%$748.8K$728.7K-$20.2K2026-11-03
Diversified Portfolios, Inc.
DECREASED3,4703,472-20%$767.9K$726.7K-$41.2K2026-11-04
Perigon Wealth Management, LLC
DECREASED3,4463,790-344-9%$838.4K$721.8K-$116.5K2026-10-22
Gamma Investing LLC
UNCHANGED3,4033,40300%$752.7K$712.8K-$40.0K2026-10-08
Mather Group, Llc.
INCREASED3,3802,686+694+26%$594.1K$707.9K+$113.8K2026-10-14
Sigma Planning Corp
DECREASED3,3803,461-81-2%$765.6K$705.1K-$60.6K2026-10-23
Davenport & Co LLC
INCREASED3,3552,739+616+22%$605.9K$702.8K+$96.9K2026-10-14
Cedar Mountain Advisors, LLC
INCREASED3,3301,754+1,576+90%$388.0K$697.4K+$309.4K2026-10-15
Compound Planning, Inc.
INCREASED3,2693,265+4+0%$722.2K$684.7K-$37.4K2026-11-05
Smithbridge Asset Management Inc
INCREASED3,2663,153+113+4%$697.4K$684.1K-$13.4K2026-10-19
Apollon Wealth Management, LLC
INCREASED3,2522,977+275+9%$658.6K$681.2K+$22.6K2026-10-23
Integrity Alliance, Llc.
INCREASED3,2452,903+342+12%$642.1K$679.7K+$37.5K2026-10-29
Smith Thornton Advisors LLC
UNCHANGED3,2253,22500%$708.8K$675.5K-$33.3K2026-10-16
Fiduciary Financial Group, LLC
DECREASED3,2243,365-141-4%$744.3K$675.3K-$69.1K2026-10-13
Forum Financial Management, LP
DECREASED3,2043,213-90%$710.8K$671.0K-$39.7K2026-10-16
Friday Financial
INCREASED3,1782,405+773+32%$529.5K$669.1K+$139.6K2026-10-09
KDK Private Wealth Management, LLC
DECREASED3,1573,159-20%$698.8K$661.2K-$37.5K2026-11-03
Legacy Advisors, LLC
INCREASED3,1232,654+469+18%$587.1K$654.1K+$67.0K2026-10-19
Ullmann Wealth Partners Group, LLC
INCREASED3,0813,077+4+0%$680.5K$645.3K-$35.3K2026-11-02
Sage Capital Management, LLC
INCREASED3,0333,023+10+0%$669.2K$636.2K-$33.0K2026-10-20
Embree Financial Group
INCREASED3,0293,027+2+0%$669.5K$634.4K-$35.1K2026-10-22
True North Advisors, LLC
UNCHANGED3,0293,02900%$670.0K$634.4K-$35.6K2026-10-22
Keudell ison Wealth Management
UNCHANGED3,0003,00000%$663.6K$628.4K-$35.3K2026-10-16
Riverbend Wealth Management, LLC
UNCHANGED3,0003,00000%$663.6K$628.4K-$35.3K2026-10-15
Accurate Wealth Management, LLC
DECREASED2,9903,040-50-2%$668.7K$630.9K-$37.8K2026-10-20
Caldwell Trust Co
UNCHANGED2,9872,98700%$660.7K$625.6K-$35.1K2026-10-30
Key FInancial Inc
DECREASED2,9663,062-96-3%$677.3K$621.2K-$56.1K2026-11-02
TD Private Client Wealth LLC
DECREASED2,9373,041-104-3%$672.7K$615.2K-$57.5K2026-10-28
Maltin Wealth Management, Inc.
DECREASED2,9212,927-60%$647.4K$611.7K-$35.6K2026-10-13
Krilogy Financial LLC
DECREASED2,8983,337-439-13%$738.2K$611.8K-$126.3K2026-10-13
Canandaigua National Bank & Trust Co
UNCHANGED2,8962,89600%$640.6K$606.6K-$34.0K2026-10-07
Signature Estate & Investment Advisors LLC
INCREASED2,8862,875+11+0%$636.0K$604.5K-$31.5K2026-10-13
Fulton Breakefield Broenniman LLC
INCREASED2,8852,829+56+2%$625.8K$604.3K-$21.5K2026-11-03
Steel Grove Capital Advisors, LLC
UNCHANGED2,8842,88400%$637.9K$604.1K-$33.9K2026-10-13
Cahaba Wealth Management, Inc.
DECREASED2,8832,983-100-3%$659.9K$603.8K-$56.0K2026-10-26
Yardley Wealth Management LLC
DECREASED2,8663,275-409-12%$724.4K$600.3K-$124.1K2026-10-23
American State Bank (Iowa)
INCREASED2,8592,706+153+6%$598.6K$598.8K+$2512026-11-03
St. Clair Advisors, LLC
UNCHANGED2,8562,85600%$631.7K$598.2K-$33.6K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED2,8481,637+1,211+74%$362.2K$596.6K+$234.4K2026-10-23
Curtis Advisory Group, LLC
DECREASED2,8153,321-506-15%$734.6K$589.6K-$145.0K2026-10-28
Shaker Investments LLC
UNCHANGED2,8002,80000%$619.4K$586.5K-$32.9K2026-11-05
McKinley Carter Wealth Services, Inc.
DECREASED2,7793,263-484-15%$721.8K$582.1K-$139.7K2026-10-16
Creekside Partners
INCREASED2,7502,749+1+0%$608.1K$575.9K-$32.1K2026-11-04
Financial Solutions Advisory Group, Inc.
UNCHANGED2,7502,75000%$603.6K$574.1K-$29.6K2026-10-28
HUB Investment Partners, LLC
INCREASED2,7332,728+5+0%$603.4K$572.4K-$31.0K2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED2,6772,650+27+1%$586.2K$560.8K-$25.4K2026-10-26
Sage Financial Group Inc
INCREASED2,6452,520+125+5%$557.4K$554.0K-$3.4K2026-10-27
Procyon Advisors, LLC
DECREASED2,6022,715-113-4%$600.6K$545.0K-$55.6K2026-10-21
Brandywine OAK Private Wealth LLC
UNCHANGED2,6002,60000%$575.2K$544.6K-$30.6K2026-10-23
Appleton Partners Inc
DECREASED2,5872,654-67-3%$587.0K$542-$586.5K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED2,5842,036+548+27%$450.3K$541.2K+$90.9K2026-11-05
Versant Capital Management, Inc
UNCHANGED2,5842,58400%$571.6K$541.3K-$30.4K2026-10-02
Oak Barrel Wealth Advisory LLC
UNCHANGED2,5682,56800%$568.1K$537.9K-$30.2K2026-11-05
Mycio Wealth Partners, LLC
INCREASED2,5592,548+11+0%$563.7K$535.9K-$27.7K2026-11-04
Berkeley, Inc
DECREASED2,5502,629-79-3%$581.6K$534.0K-$47.6K2026-10-20
Fulton Bank, N.A.
INCREASED2,5362,362+174+7%$522.5K$531.2K+$8.7K2026-10-14
Mission Wealth Management, LP
DECREASED2,5182,926-408-14%$647.3K$527.4K-$119.8K2026-10-15
Evermay Wealth Management LLC
DECREASED2,4922,658-166-6%$588.0K$522.0K-$66.0K2026-11-05
Trust Point Inc.
UNCHANGED2,4722,47200%$546.8K$517.8K-$29.0K2026-10-27
Paulson Wealth Management Inc.
UNCHANGED2,4672,46700%$545.7K$516.7K-$29.0K2026-11-02
Strategic Blueprint, LLC
INCREASED2,4622,440+22+1%$539.7K$515.8K-$24.0K2026-10-22
NBT Bank, N.A.
UNCHANGED2,4622,46200%$544.6K$515.7K-$28.9K2026-10-21
Emergent Wealth Advisors, LLC
INCREASED2,4202,411+9+0%$533.3K$506.9K-$26.5K2026-10-09
Focus Financial Network, Inc.
DECREASED2,3922,425-33-1%$536.3K$501.1K-$35.2K2026-10-14
Verus Capital Partners, LLC
DECREASED2,3882,405-17-1%$531.9K$500.1K-$31.9K2026-11-03
Cornell Pochily Investment Advisors, Inc.
UNCHANGED2,3592,35900%$521.7K$494.1K-$27.7K2026-10-19
Sagespring Wealth Partners, LLC
NEW2,339—+2,339——$489.9K—2026-10-22
Diversified Enterprises, LLC
INCREASED2,3182,304+14+1%$509.6K$485.5K-$24.1K2026-10-19
Triad Wealth Partners, LLC
INCREASED2,2882,273+15+1%$510.2K$479.2K-$31.0K2026-10-26
Invested Advisors
DECREASED2,2812,361-80-3%$522.3K$477.8K-$44.5K2026-10-23
CJM Wealth Advisers, Ltd.
INCREASED2,2792,278+1+0%$504.0K$477.4K-$26.5K2026-10-27
American National Bank & Trust
UNCHANGED2,2602,26000%$499.9K$473.4K-$26.6K2026-10-07
Patten & Patten Inc
INCREASED2,2552,152+103+5%$476.0K$472.3K-$3.7K2026-10-26
Valley Forge Investment Consultants Inc ADV
UNCHANGED2,2492,24900%$497.6K$471.2K-$26.4K2026-11-03
Tassel Capital Management, Inc.
INCREASED2,2342,151+83+4%$475.8K$467.9K-$7.9K2026-10-20
Pettinga Financial Advisors LLC
DECREASED2,2322,282-50-2%$504.8K$467.5K-$37.3K2026-10-13
Sapient Capital LLC
UNCHANGED2,2292,22900%$493.1K$466.9K-$26.2K2026-10-08
Paragon Capital Management Ltd
INCREASED2,2242,219+5+0%$490.9K$465.8K-$25.1K2026-10-09
Strategic Family Wealth Counselors, L.L.C.
NEW2,166—+2,166——$453.7K—2026-10-29
Old National Bancorp
UNCHANGED2,1212,12100%$469.2K$444.2K-$24.9K2026-10-20
Optimist Retirement Group LLC
UNCHANGED2,1082,10800%$466.3K$441.5K-$24.8K2026-10-30
Crestwood Advisors Group, LLC
UNCHANGED2,1062,10600%$465.8K$441.1K-$24.7K2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED2,0651,913+152+8%$423.2K$432.5K+$9.3K2026-10-16
Builder Investment Group Inc
UNCHANGED2,0622,06200%$456.1K$431.9K-$24.2K2026-10-22
Amarillo National Bank
DECREASED2,0512,191-140-6%$484.6K$429.6K-$55.1K2026-10-23
BridgePort Financial Solutions, LLC
INCREASED2,0282,016+12+1%$445.9K$424.8K-$21.2K2026-11-02
Well Done, LLC
INCREASED2,0272,026+1+0%$448.2K$424.5K-$23.7K2026-10-20
Allen Investment Management, LLC
UNCHANGED2,0172,01700%$446.2K$422.5K-$23.7K2026-11-03
Baxter Bros Inc
UNCHANGED2,0002,00000%$442.4K$418.9K-$23.5K2026-11-04
Skyline Advisors, Inc.
INCREASED1,9761,968+8+0%$435.3K$413.8K-$21.4K2026-11-03
Navigation Wealth Management, Inc.
INCREASED1,9551,894+61+3%$419.0K$412.7K-$6.3K2026-11-03
W Advisors, LLC
DECREASED1,9501,974-24-1%$436.6K$408.4K-$28.2K2026-11-02
McMill Wealth Management
UNCHANGED1,9481,94800%$431.0K$408.1K-$22.9K2026-11-05
Angeles Wealth Management, LLC
INCREASED1,941713+1,228+172%$157.7K$406.5K+$248.8K2026-10-26
Premier Path Wealth Partners, LLC
DECREASED1,9401,948-80%$430.8K$406.4K-$24.3K2026-10-16
Rossmore Private Capital
UNCHANGED1,8971,89700%$419.6K$397.3K-$22.3K2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED1,8941,89400%$419.0K$396.7K-$22.3K2026-11-04
Chapin Davis, Inc.
DECREASED1,8511,856-50%$410.5K$387.7K-$22.9K2026-10-09
Central Trust Co
INCREASED1,8491,167+682+58%$258.1K$387.3K+$129.1K2026-11-05
AdvisorNet Financial, Inc
INCREASED1,8401,837+3+0%$406.3K$382.2K-$24.1K2026-10-15
MGO One Seven LLC
DECREASED1,8182,704-886-33%$598.2K$380.7K-$217.4K2026-10-28
Aurelius Family Office LLC
UNCHANGED1,8051,80500%$399.3K$378.1K-$21.2K2026-10-23
Joel Isaacson & Co., LLC
INCREASED1,7901,588+202+13%$351.2K$375.0K+$23.8K2026-11-05
Capital Square, LLC
DECREASED1,7901,906-116-6%$419.3K$374.9K-$44.3K2026-10-19
First Nebraska Trust Co
UNCHANGED1,7741,77400%$392.4K$371.6K-$20.8K2026-10-30
Simplex Trading, LLC
NEW1,772—+1,772——$371.1K—2026-11-04
Matrix Asset Advisors Inc
UNCHANGED1,7651,76500%$390.4K$369.7K-$20.7K2026-10-13
Moisand Fitzgerald Tamayo, LLC
UNCHANGED1,7571,75700%$388.6K$368.0K-$20.6K2026-10-15
StoneX Group Inc.
UNCHANGED1,7531,75300%$387.7K$367.2K-$20.6K2026-11-03
Oath Planning, LLC
INCREASED1,7511,744+7+0%$385.7K$366.7K-$19.0K2026-10-20
Wedgewood Investors Inc
UNCHANGED1,7211,72100%$380.7K$360.5K-$20.2K2026-10-28
Leo Wealth, LLC
NEW1,716—+1,716——$359.5K—2026-10-26
Steph & Co
DECREASED1,7081,824-116-6%$403.5K$357.7K-$45.7K2026-10-07
EverSource Wealth Advisors, LLC
DECREASED1,7062,443-737-30%$540.4K$357.3K-$183.0K2026-11-04
Congress Asset Management Co
NEW1,698—+1,698——$355.6K—2026-10-06
New England Private Wealth Advisors LLC
INCREASED1,6881,684+4+0%$372.9K$353.6K-$19.3K2026-10-19
Wedbush Securities Inc
DECREASED1,6701,726-56-3%$382.0K$350-$381.7K2026-10-22
Spire Wealth Management
DECREASED1,6662,587-921-36%$572.2K$349.0K-$223.2K2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED1,6651,66500%$368.2K$348.6K-$19.6K2026-10-16
LexAurum Advisors, LLC
DECREASED1,6641,698-34-2%$375.6K$348.5K-$27.1K2026-10-19
Decision Investments, Inc
UNCHANGED1,6281,62800%$360.1K$341.0K-$19.1K2026-10-07
Three Bridge Wealth Advisors, LLC
UNCHANGED1,6201,62000%$358.3K$339.3K-$19.0K2026-11-05
Compass Ion Advisors, LLC
INCREASED1,6141,530+84+5%$338.4K$338.0K-$3382026-10-23
Foresight Capital Management Advisors, Inc.
UNCHANGED1,5901,59000%$351.7K$333.0K-$18.7K2026-10-27
Granite Islands Private Wealth, LLC
NEW1,589—+1,589——$332.9K—2026-10-16
Independence Bank of Kentucky
UNCHANGED1,5851,58500%$350.6K$332.0K-$18.6K2026-10-26
Greenleaf Trust
DECREASED1,5811,594-13-1%$352.6K$331.1K-$21.5K2026-10-29
Tctc Holdings, LLC
UNCHANGED1,5741,57400%$348.2K$329.7K-$18.5K2026-11-02
Capital Investment Advisors, LLC
INCREASED1,5691,407+162+12%$311.2K$328.6K+$17.4K2026-10-22
Certified Advisory Corp
UNCHANGED1,5451,54500%$341.8K$323.6K-$18.2K2026-10-29
McCarley & Cook Financial Planners
UNCHANGED1,5431,54300%$341.3K$323.2K-$18.1K2026-10-21
Capital Advantage, Inc.
DECREASED1,5251,531-60%$338.7K$319.4K-$19.2K2026-10-14
Ellis Investment Partners, LLC
DECREASED1,5221,534-12-1%$339.4K$318.8K-$20.6K2026-10-21
Laurel Wealth Advisors LLC
UNCHANGED1,5151,51500%$335.2K$317.4K-$17.8K2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED1,5071,50700%$333.3K$315.6K-$17.7K2026-10-28
Ocean Park Asset Management, LLC
DECREASED1,5001,559-59-4%$344.9K$314.2K-$30.7K2026-10-21
Exchange Traded Concepts, LLC
DECREASED1,5001,559-59-4%$344.9K$314.2K-$30.7K2026-10-28
Aufman Associates Inc
UNCHANGED1,5001,50000%$331.8K$314.2K-$17.6K2026-11-04
Phillips Financial Management, LLC
UNCHANGED1,4981,49800%$331.4K$313.8K-$17.6K2026-10-19
Oakworth Capital, Inc.
UNCHANGED1,4961,49600%$330.9K$313.3K-$17.6K2026-10-26
Asset Dedication, LLC
UNCHANGED1,4901,49000%$329.6K$312.1K-$17.5K2026-11-03
Agate Pass Investment Management, LLC
NEW1,488—+1,488——$311.7K—2026-10-20
Summit Financial Wealth Advisors, LLC
UNCHANGED1,4841,48400%$328.3K$310.8K-$17.4K2026-10-15
Romano Brothers and Company
UNCHANGED1,4781,47800%$326.9K$309.6K-$17.4K2026-10-22
Diversified Management Inc
INCREASED1,4641,410+54+4%$311.9K$306.6K-$5.3K2026-10-08
TCI Wealth Advisors, Inc.
DECREASED1,4591,717-258-15%$379.9K$305.5K-$74.4K2026-10-30
Endeavor Private Wealth, Inc.
UNCHANGED1,4501,45000%$320.7K$303.7K-$17.0K2026-11-05
Meridian Financial Partners LLC
UNCHANGED1,4461,44600%$320.0K$304.4K-$15.5K2026-10-23
Arnold Financial Planning LLC
UNCHANGED1,4441,44400%$319.4K$302.4K-$17.0K2026-10-20
Kanawha Capital Management LLC
DECREASED1,4411,456-15-1%$322.1K$301.8K-$20.3K2026-10-19
Union Savings Bank
UNCHANGED1,4401,44000%$318.5K$301.6K-$16.9K2026-10-14
Live Oak Private Wealth LLC
UNCHANGED1,4381,43800%$318.1K$301.2K-$16.9K2026-11-02
Lionshead Wealth Management, LLC
UNCHANGED1,4311,43100%$316.6K$299.9K-$16.7K2026-10-21
Chatham Capital Group, Inc.
UNCHANGED1,4101,41000%$311.9K$295.3K-$16.6K2026-10-16
Smith Salley Wealth Management
UNCHANGED1,3991,39900%$309.5K$293.0K-$16.4K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED1,3851,556-171-11%$344.2K$290.1K-$54.1K2026-10-27
Clientfirst Wealth Management, LLC
DECREASED1,3841,430-46-3%$316.3K$289.9K-$26.4K2026-11-04
Hoxton Planning & Management, LLC
DECREASED1,3831,404-21-1%$310.6K$289.7K-$20.9K2026-10-15
Larson Financial Group LLC
INCREASED1,3781,374+4+0%$304.0K$288.6K-$15.4K2026-11-05
Linscomb Wealth, Inc.
DECREASED1,3771,395-18-1%$308.6K$288.4K-$20.2K2026-11-05
Traveka Wealth, LLC
UNCHANGED1,3741,37400%$303.9K$287.8K-$16.1K2026-10-19
Clearwave Capital, LLC
DECREASED1,3671,430-63-4%$316.4K$286.4K-$30.0K2026-10-27
Balefire, LLC
DECREASED1,3531,423-70-5%$314.8K$283.4K-$31.4K2026-10-09
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED1,3521,350+2+0%$299.8K$285.3K-$14.5K2026-10-21
Financial Management Network Inc
DECREASED1,3481,600-252-16%$355.8K$286.2K-$69.7K2026-10-09
Glass Jacobson Investment Advisors llc
UNCHANGED1,3481,34800%$298.2K$282.3K-$15.8K2026-10-26
Shepherd Financial Partners LLC
DECREASED1,3441,359-15-1%$300.6K$281.5K-$19.1K2026-11-03
Clark Asset Management, LLC
INCREASED1,3431,340+3+0%$296.5K$281.4K-$15.1K2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED1,3181,130+188+17%$249.9K$276.1K+$26.2K2026-10-08
Planned Solutions, Inc.
UNCHANGED1,3021,30200%$288.0K$272.7K-$15.3K2026-10-19
Cypress Capital Group
UNCHANGED1,2961,29600%$286.7K$271.4K-$15.2K2026-11-03
Roof Eidam Maycock Peralta, LLC
UNCHANGED1,2831,28300%$283.8K$268.7K-$15.1K2026-10-15
Keystone Wealth Services, LLC
UNCHANGED1,2761,27600%$282.3K$269.2K-$13.0K2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED1,2651,26500%$279.8K$265.0K-$14.9K2026-10-19
S.A. Mason LLC
UNCHANGED1,2631,26300%$279.4K$264.5K-$14.8K2026-10-13
Mlp3, LLC
INCREASED1,2611,259+2+0%$278.5K$264.1K-$14.3K2026-10-22
Bayban
UNCHANGED1,2501,25000%$276.5K$276.5K$02026-11-05
Clear Harbor Asset Management, LLC
NEW1,247—+1,247——$261.2K—2026-11-05
Rockland Trust Co
UNCHANGED1,2391,23900%$274.1K$259.5K-$14.6K2026-10-05
1834 Investment Advisors Co
UNCHANGED1,2351,23500%$273.2K$258.7K-$14.5K2026-10-16
Professional Advisory Services Inc
UNCHANGED1,2321,23200%$273$258-$152026-10-08
Rainier Family Wealth Inc
UNCHANGED1,2291,22900%$271.9K$257.4K-$14.4K2026-11-02
M.E. Allison & Co., Inc.
INCREASED1,2041,200+4+0%$265.3K$252.3K-$13.1K2026-10-09
Sunpointe, LLC
DECREASED1,2001,709-509-30%$378.0K$251.3K-$126.7K2026-10-22
Canandaigua National Trust Co of Florida
NEW1,195—+1,195——$250.3K—2026-10-07
Associated Banc-Corp
NEW1,192—+1,192——$249.7K—2026-10-30
Matauro, LLC
NEW1,183—+1,183——$247.8K—2026-11-03
CGN Advisors LLC
UNCHANGED1,1831,18300%$261.7K$247.8K-$13.9K2026-10-21
Genesee Capital Advisors, LLC
UNCHANGED1,1701,17000%$258.8K$245.1K-$13.7K2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED1,1651,798-633-35%$397.7K$244.0K-$153.7K2026-11-05
Quadcap Wealth Management, LLC
UNCHANGED1,1641,16400%$257.5K$243.8K-$13.7K2026-11-02
Patriot Investment Management Group, Inc.
DECREASED1,1603,082-1,922-62%$681.7K$243.0K-$438.8K2026-10-15
Sigma Investment Counselors Inc
UNCHANGED1,1551,15500%$255.5K$241.9K-$13.6K2026-10-27
Blankinship & Foster, LLC
INCREASED1,1531,152+1+0%$254.7K$241.4K-$13.3K2026-10-19
Palisade Asset Management, LLC
UNCHANGED1,1481,14800%$253.9K$240.4K-$13.5K2026-11-03
Oliver Luxxe Assets LLC
DECREASED1,1311,260-129-10%$278.8K$237.0K-$41.8K2026-10-14
Alexander Randolph Advisory, Inc.
UNCHANGED1,1251,12500%$248.9K$235.6K-$13.2K2026-11-04
Cove Private Wealth, LLC
UNCHANGED1,1111,11100%$245.8K$232.7K-$13.1K2026-10-28
Clayton Financial Group LLC
NEW1,106—+1,106——$231.6K—2026-10-13
McClarren Financial Advisors, Inc.
INCREASED1,1041,102+2+0%$243.8K$231.2K-$12.7K2026-10-15
MFG Investments, LLC
NEW1,103—+1,103——$231.0K—2026-10-30
Fortitude Family Office, LLC
UNCHANGED1,1021,10200%$243.8K$230.8K-$12.9K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED1,1001,10000%$243.3K$243.3K$02026-10-06
Schneider Downs Wealth Management Advisors, LP
UNCHANGED1,0921,09200%$241.6K$228.7K-$12.8K2026-10-27
Verum Partners LLC
INCREASED1,0901,086+4+0%$240.2K$228.2K-$11.9K2026-10-21
Black Diamond Financial, LLC
DECREASED1,0891,155-66-6%$255.5K$228.1K-$27.4K2026-10-26
Indivisible Partners
NEW1,085—+1,085——$227.3K—2026-10-26
Sovran Advisors, LLC
UNCHANGED1,0851,08500%$243.2K$235.3K-$7.8K2026-11-02
CWC Advisors, Llc.
NEW1,074—+1,074——$224.9K—2026-10-15
Wealth Enhancement Trust Services, Inc.
DECREASED1,0741,173-99-8%$259.5K$224.9K-$34.5K2026-10-07
Prime Capital Investment Advisors, LLC
DECREASED1,0661,121-55-5%$247.9K$223.3K-$24.6K2026-10-20
Kestra Investment Management, LLC
NEW1,046—+1,046——$219.2K—2026-11-04
Ritholtz Wealth Management
DECREASED1,0431,336-293-22%$295.5K$218.5K-$77.1K2026-11-05
International Assets Investment Management, LLC
INCREASED1,0411,029+12+1%$228.1K$219.1K-$9.0K2026-11-02
Accel Wealth Management
UNCHANGED1,0351,03500%$229.0K$216.9K-$12.1K2026-10-13
Sage Rhino Capital LLC
UNCHANGED1,0351,03500%$228.9K$216.8K-$12.2K2026-10-28
NWF Advisory Services Inc.
UNCHANGED1,0271,02700%$227.1K$215.0K-$12.1K2026-10-19
Bison Wealth, LLC
DECREASED1,0151,551-536-35%$343.8K$214.2K-$129.7K2026-10-13
Independent Financial Group, LLC
INCREASED1,008980+28+3%$216.8K$211.2K-$5.6K2026-10-13
Detalus Advisors, LLC
UNCHANGED1,0001,00000%$221.2K$209.5K-$11.8K2026-10-15
Forest Hill Capital, LLC
UNCHANGED1,0001,00000%$221.2K$209.5K-$11.8K2026-11-05
Washington Trust Co
UNCHANGED1,0001,00000%$221.2K$209.5K-$11.8K2026-10-22
Waters Parkerson & Co., LLC
UNCHANGED1,0001,00000%$221.2K$209.5K-$11.8K2026-11-04
Soltis Investment Advisors LLC
INCREASED986984+2+0%$217.7K$206.5K-$11.2K2026-10-28
Patriot Financial Group Insurance Agency, LLC
NEW982—+982——$205.7K—2026-10-14
IPG Investment Advisors LLC
UNCHANGED98198100%$217.0K$205.5K-$11.5K2026-10-30
Csenge Advisory Group
DECREASED974985-11-1%$217.9K$204.0K-$13.9K2026-11-04
Robinson Smith Wealth Advisors LLC
UNCHANGED97297200%$215.0K$203.6K-$11.4K2026-10-22
Cornerstone Planning Group LLC
INCREASED971967+4+0%$214.7K$204.8K-$10.0K2026-10-16
Westside Investment Management, Inc.
UNCHANGED96596500%$213.5K$202.1K-$11.3K2026-11-02
Root Financial Partners, LLC
INCREASED958927+31+3%$205.1K$200.7K-$4.4K2026-10-21
Sage Mountain Advisors LLC
UNCHANGED92592500%$204.6K$193.7K-$10.9K2026-11-02
Washington Trust Advisors, Inc.
UNCHANGED92592500%$204.6K$193.7K-$10.9K2026-10-22
Signaturefd, LLC
INCREASED86353+810+1528%$11.7K$180.8K+$169.2K2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED84284200%$186.3K$176.4K-$9.9K2026-10-15
Capital Investment Advisory Services, LLC
INCREASED789758+31+4%$167.7K$166.2K-$1.5K2026-10-30
J.Safra Asset Management Corp
INCREASED766764+2+0%$169.0K$160.5K-$8.5K2026-11-03
Thompson Investment Management, Inc.
UNCHANGED75475400%$166.8K$157.9K-$8.9K2026-10-14
Navigoe, LLC
INCREASED659658+1+0%$145.0K$137.0K-$8.0K2026-11-04
Grove Bank & Trust
UNCHANGED65965900%$145.8K$138.0K-$7.7K2026-10-08
Smallwood Wealth Investment Management, LLC
UNCHANGED65865800%$145.8K$138.0K-$7.7K2026-10-30
Dorato Capital Management
UNCHANGED65665600%$144.3K$137.8K-$6.5K2026-10-08
West Paces Advisors Inc.
UNCHANGED65065000%$143.8K$136.1K-$7.6K2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED64764700%$143.1K$135.5K-$7.6K2026-11-03
EPG Wealth Management LLC
INCREASED617614+3+0%$135.9K$129.2K-$6.7K2026-11-03
Eastern Bank
INCREASED606405+201+50%$89.6K$126.9K+$37.3K2026-10-05
Brown, Lisle Ings, Inc.
UNCHANGED60560500%$133.8K$126.7K-$7.1K2026-10-16
Adkins Seale Capital Management LLC
UNCHANGED60060000%$132.7K$125.7K-$7.1K2026-10-27
Ares Financial Consulting, LLC
INCREASED581579+2+0%$128.1K$121.7K-$6.3K2026-10-19
Creative Financial Designs Inc
INCREASED571559+12+2%$123.8K$119.6K-$4.2K2026-11-04
Certuity, LLC
DECREASED554728-174-24%$161.0K$116.0K-$45.0K2026-11-02
First United Bank & Trust
INCREASED540527+13+2%$116.6K$113.1K-$3.5K2026-10-22
Beacon Investment Advisory Services, Inc.
DECREASED538553-15-3%$122.4K$112.8K-$9.6K2026-10-13
City State Bank
UNCHANGED52352300%$115.7K$109.5K-$6.1K2026-10-20
Edgemoor Investment Advisors, Inc.
NEW501—+501——$104.9K—2026-11-03
Manchester Capital Management LLC
UNCHANGED50050000%$110.6K$104.7K-$5.9K2026-10-22
Downshift Financial, LLC
UNCHANGED49049000%$108.4K$102.6K-$5.8K2026-10-13
3Chopt Investment Partners, LLC
UNCHANGED48548500%$107.3K$101.6K-$5.7K2026-10-30
Main Street Group, LTD
UNCHANGED46846800%$103.6K$98.1K-$5.5K2026-10-28
Community Financial Services Group, LLC
NEW464—+464——$97.7K—2026-10-15
Balentine LLC
DECREASED462472-10-2%$104.4K$96.8K-$7.6K2026-11-03
Atwood & Palmer Inc
UNCHANGED43943900%$97.1K$91.9K-$5.2K2026-10-08
AlphaCore Capital LLC
INCREASED430381+49+13%$84.3K$90.1K+$5.8K2026-11-04
MilWealth Group LLC
UNCHANGED41741700%$92.3K$87.4K-$4.9K2026-11-02
Key Capital Management, Inc
UNCHANGED41041000%$90.7K$85.9K-$4.8K2026-11-03
Ascentis Independent Advisors
NEW397—+397——$83.3K—2026-11-03
Financial Perspectives, Inc
UNCHANGED39639600%$87.5K$82.9K-$4.6K2026-11-03
Marquette Asset Management, LLC
UNCHANGED39339300%$86.9K$82.3K-$4.6K2026-10-09
Dara Capital US, Inc.
INCREASED350150+200+133%$33.2K$73.9K+$40.7K2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED34934900%$77$73-$42026-10-27
Bangor Savings Bank
UNCHANGED33733700%$74.5K$70.6K-$4.0K2026-10-06
Trust Co of Toledo NA
INCREASED326309+17+6%$68.4K$68.3K-$702026-10-16
Livelsberger Financial Advisory
NEW321—+321——$67.2K—2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED31331300%$69.0K$66.0K-$3.0K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED31231200%$69.0K$65.3K-$3.7K2026-10-21
Madden Securities Corp
NEW299—+299——$62.6K—2026-10-27
Archer Investment Corp
INCREASED275231+44+19%$51.1K$57.6K+$6.5K2026-11-05
Rossby Financial, LCC
DECREASED275276-10%$61.1K$57.6K-$3.5K2026-11-05
Roxbury Financial LLC
UNCHANGED27527500%$60.7K$57.5K-$3.2K2026-10-01
Private Wealth Management Group, LLC
UNCHANGED27027000%$59.7K$56.6K-$3.2K2026-10-19
Redwood Park Advisors LLC
UNCHANGED27027000%$59.7K$56.6K-$3.2K2026-11-02
Jacobi Capital Management LLC
NEW246—+246——$51.5K—2026-11-05
United Community Bank
UNCHANGED23823800%$52.6K$49.8K-$2.8K2026-10-28
WPG Advisers, LLC
DECREASED236237-10%$52.4K$49.4K-$3.0K2026-10-27
Golden State Wealth Management, LLC
UNCHANGED23523500%$52.0K$49.2K-$2.8K2026-11-02
Biltmore Family Office, LLC
UNCHANGED23323300%$51.5K$48.8K-$2.7K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED21621600%$47.8K$45.2K-$2.5K2026-11-02
Signature Equity Partners, LLC
INCREASED212211+1+0%$46.7K$44.4K-$2.3K2026-10-29
Bear Mountain Capital, Inc.
INCREASED205157+48+31%$34.5K$42.7K+$8.3K2026-11-04
Pflug Koory, LLC
UNCHANGED20520500%$45.3K$42.9K-$2.4K2026-10-26
Insight Inv LLC
UNCHANGED20020000%$44.2K$41.9K-$2.4K2026-10-27
First Command Advisory Services, Inc.
UNCHANGED18518500%$40.9K$38.7K-$2.2K2026-11-05
NBH Bank
UNCHANGED18018000%$39.8K$37.7K-$2.1K2026-11-05
Tompkins Financial Corp
UNCHANGED17517500%$38.7K$36.7K-$2.1K2026-10-05
Birchbrook, Inc.
UNCHANGED17017000%$37.6K$35.6K-$2.0K2026-10-14
Salomon & Ludwin, LLC
DECREASED159165-6-4%$36.6K$33.3K-$3.3K2026-10-29
Barrett & Company, Inc.
UNCHANGED15915900%$35.2K$33.3K-$1.9K2026-10-22
Ashurst Perkins Coie Trust Co
UNCHANGED15515500%$34.3K$32.5K-$1.8K2026-10-15
Hanson & Doremus Investment Management
UNCHANGED15115100%$33$32-$12026-10-16
DT Investment Partners, LLC
UNCHANGED15015000%$33.2K$31.4K-$1.8K2026-10-27
UMB Private Wealth Management, LLC
NEW144—+144——$30.2K—2026-10-19
Pacifica Partners Inc.
UNCHANGED13713700%$30.3K$28.8K-$1.5K2026-10-09
Evensky & Katz LLC
DECREASED136188-52-28%$41$29-$122026-10-27
CoreCap Advisors, LLC
INCREASED132131+1+1%$29.0K$27.6K-$1.3K2026-10-08
KFG LLC
NEW130—+130——$27.2K—2026-11-02
Armor Investment Advisors, LLC
UNCHANGED13013000%$28.8K$27.2K-$1.5K2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED12612600%$27.9K$26.4K-$1.5K2026-10-23
Godsey & Gibb, Inc
INCREASED12027+93+344%$6.0K$25.1K+$19.2K2026-10-14
TrinityBridge Ltd
UNCHANGED12012000%$27$25-$22026-10-30
Birchwood Financial Partners, Inc.
UNCHANGED11611600%$25.6K$24.4K-$1.3K2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED10610600%$23$22-$12026-10-14
Abound Wealth Management
UNCHANGED10310300%$22.7K$21.5K-$1.2K2026-10-26
Horizons Wealth Management
NEW100—+100——$20.9K—2026-10-05
American Capital Advisory, LLC
UNCHANGED10010000%$22.1K$20.9K-$1.2K2026-10-28
Gen-Wealth Partners Inc
UNCHANGED919100%$20.1K$19.1K-$1.1K2026-11-04
Kings Path Partners LLC
UNCHANGED858500%$18.8K$17.8K-$9992026-10-21
Turtle Creek Wealth Advisors, LLC
UNCHANGED858500%$18.8K$17.8K-$9992026-10-15
Provenance Wealth Advisors, LLC
UNCHANGED818100%$17.9K$17.0K-$9522026-10-30
Maseco LLP
NEW80—+80——$16.8K—2026-10-27
MH & Associates Securities Management Corp
UNCHANGED797900%$17.5K$16.5K-$9282026-10-30
Morling Financial Advisors, LLC
UNCHANGED787800%$17.3K$16.3K-$9172026-10-28
Wealth Analytics Partners, LLC
NEW76—+76——$15.9K—2026-10-19
Milestone Investment Advisors LLC
UNCHANGED767600%$16.7K$15.9K-$8892026-11-05
Fairman Group, LLC
UNCHANGED727200%$16.0K$15.1K-$8492026-10-26
Wolff Wiese Magana LLC
UNCHANGED727200%$15.9K$15.1K-$8462026-10-15
Morton Brown Family Wealth, LLC
UNCHANGED707000%$15.5K$14.7K-$8222026-10-23
Peachtree Investment Partners, LLC
UNCHANGED696900%$15.2K$14.4K-$7482026-11-05
Kroeger Financial Partners
UNCHANGED646400%$14.2K$13.4K-$7522026-10-19
Valley Wealth Managers, Inc.
UNCHANGED636300%$13.9K$13.2K-$7412026-10-09
Latitude Advisors, LLC
NEW59—+59——$12.4K—2026-10-27
NorthAvenue LLC
UNCHANGED565600%$12.4K$11.7K-$6582026-10-29
Financial Consulate, Inc
UNCHANGED515100%$11.3K$10.7K-$6002026-10-23
Richardson Capital Management LLC
UNCHANGED454500%$10.0K$9.4K-$5292026-10-23
Comprehensive Financial Planning, Inc.
UNCHANGED444400%$9.8K$9.3K-$4842026-10-27
Highline Wealth Partners LLC
UNCHANGED444400%$9.8K$9.3K-$5192026-10-19
Richardson Financial Services Inc.
UNCHANGED444400%$9.7K$9.2K-$5172026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED424200%$9.3K$8.8K-$4942026-10-20
Provident Wealth Management, LLC
UNCHANGED404000%$8.8K$8.4K-$4702026-10-20
Valued Wealth Advisors LLC
NEW37—+37——$7.8K—2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED373700%$8.2K$7.8K-$4342026-10-16
IFS Advisors, LLC
NEW35—+35——$7.4K—2026-10-14
Fiduciary Advisors, Inc.
UNCHANGED353500%$7.7K$7.3K-$4112026-10-16
RMG Wealth Management LLC
UNCHANGED353500%$7.9K$7.5K-$4582026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED353500%$7.7K$7.3K-$4122026-10-14
Breakwater Investment Management
UNCHANGED313100%$6.9K$6.5K-$3652026-10-20
Noble Wealth Management PBC
UNCHANGED303000%$6.6K$6.3K-$3522026-10-01
Mascoma Wealth Management LLC
UNCHANGED282800%$6.2K$5.9K-$3292026-10-23
Burk Holdings LLC
UNCHANGED262600%$5.8K$5.4K-$3052026-11-05
Hickory Point Bank & Trust
UNCHANGED222200%$4.9K$4.6K-$2582026-10-01
Bradley & Co. Private Wealth Management, LLC
UNCHANGED191900%$4.2K$4.0K-$2232026-10-23
GGM Financial LLC
INCREASED173+14+467%$724$3.7K+$2.9K2026-11-05
Compass Financial Management LLC
UNCHANGED151500%$3.3K$3.1K-$1762026-10-30
DecisionPoint Financial, LLC
UNCHANGED121200%$2.7K$2.5K-$1342026-10-27
Ascentis Wealth Management, LLC
NEW9—+9——$1.9K—2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED7700%$1.5K$1.5K-$822026-10-15
Concord Wealth Partners
UNCHANGED5500%$1.2K$1.1K-$592026-11-02
Nemes Rush Group LLC
UNCHANGED4400%$885$838-$472026-11-04
Bell Investment Advisors, Inc
UNCHANGED4400%$885$838-$472026-10-29
Activest Wealth Management
UNCHANGED3300%$664$628-$362026-10-15
SJS Investment Consulting Inc.
UNCHANGED3300%$664$629-$352026-10-26
Trust Co
NEW2—+2——$377—2026-10-09
Silver Grove Financial Group, Inc.
UNCHANGED2200%$442$419-$232026-11-05
Tsfg, LLC
UNCHANGED2200%$0$0$02026-10-23
Prudent Man Investment Management, Inc.
NEW1—+1——$235—2026-11-03
Quaker Wealth Management, LLC
UNCHANGED1100%$222$210-$122026-10-22
Spurstone Advisory Services, LLC
UNCHANGED1100%$222$211-$112026-11-02
Prairie Wealth Advisors, Inc.
NEW0—0——$224.9K—2026-10-29
New South Capital Management Inc
CLOSED039,415-39,415-100%$8.7M$0-$8.7M2026-11-05
Mirae Asset Global Investments Co., Ltd.
CLOSED039,100-39,100-100%$8.6M$0-$8.6M2026-11-03
Moran Wealth Management, LLC
CLOSED019,356-19,356-100%$4.3M$0-$4.3M2026-10-22
Jefferies Financial Group Inc.
CLOSED08,229-8,229-100%$1.8M$0-$1.8M2026-11-05
Villanova Investment Management Co
CLOSED07,738-7,738-100%$1.7M$0-$1.7M2026-11-02
Axxcess Wealth Management, LLC
CLOSED05,251-5,251-100%$1.2M$0-$1.2M2026-10-21
Galvin, Gaustad & Stein, LLC
CLOSED04,904-4,904-100%$1.1M$0-$1.1M2026-10-08
Imc-Chicago, LLC
CLOSED02,221-2,221-100%$491.3K$0-$491.3K2026-11-05
Roman Butler Fullerton & Co
CLOSED01,213-1,213-100%$266.5K$0-$266.5K2026-10-27
Williams Jones Wealth Management, Llc.
CLOSED01,084-1,084-100%$239.8K$0-$239.8K2026-11-05
United Advisor Group, LLC
CLOSED01,020-1,020-100%$225.6K$0-$225.6K2026-11-03
RFG Advisory, LLC
CLOSED0971-971-100%$214.8K$0-$214.8K2026-11-03
K2 Financial Inc.
CLOSED0962-962-100%$213.3K$0-$213.3K2026-10-26
Manchester Financial Inc
CLOSED0960-960-100%$212.4K$0-$212.4K2026-10-15
Timonier Family Office, Ltd.
CLOSED0952-952-100%$210.6K$0-$210.6K2026-11-03
Jeppson Wealth Management, LLC
CLOSED0945-945-100%$209.0K$0-$209.0K2026-10-20
Glenview Trust Co
CLOSED0937-937-100%$207.3K$0-$207.3K2026-10-28
High Probability Advisors, LLC
CLOSED0905-905-100%$200.2K$0-$200.2K2026-10-19
J. L. Bainbridge & Co., Inc.
CLOSED0905-905-100%$200.2K$0-$200.2K2026-10-20
LifeSteps Financial, Inc.
CLOSED0268-268-100%$59.3K$0-$59.3K2026-10-15
MCF Advisors LLC
CLOSED0228-228-100%$50.4K$0-$50.4K2026-10-28
Cape Investment Advisory, Inc.
CLOSED0106-106-100%$23.4K$0-$23.4K2026-10-13
Salem Investment Counselors Inc
CLOSED057-57-100%$12.6K$0-$12.6K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED045-45-100%$10.0K$0-$10.0K2026-10-26
Robinswood Financial LLC
CLOSED034-34-100%$7.7K$0-$7.7K2026-10-20
Chilton Capital Management LLC
CLOSED016-16-100%$3.5K$0-$3.5K2026-10-28
Clean Yield Group
CLOSED08-8-100%$1.8K$0-$1.8K2026-10-28
Bank of America Corp
N/A—6,186,337-6,186,337-100%$1.4B———
Morgan Stanley
N/A—4,238,800-4,238,800-100%$937.6M———
Envestnet Asset Management Inc
N/A—2,138,426-2,138,426-100%$473.0M———
Tiaa Wealth Investment Management LLC
N/A—1,495,599-1,495,599-100%$330.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,218,672-1,218,672-100%$269.6M———
M&T Bank Corp
N/A—1,198,061-1,198,061-100%$265.0M———
LPL Financial LLC
N/A—1,166,269-1,166,269-100%$258.0M———
PNC Financial Services Group, Inc.
N/A—1,090,896-1,090,896-100%$241.3M———
Vaughan Nelson Investment Management, L.P.
N/A—876,999-876,999-100%$194.0M———
Wells Fargo & Company
N/A—866,095-866,095-100%$191.6M———
HSBC Holdings PLC
N/A—862,739-862,739-100%$190.8M———
UBS Group AG
N/A—766,604-766,604-100%$169.6M———
Goldman Sachs Group Inc
N/A—696,081-696,081-100%$154.0M———
Betterment LLC
N/A—646,889-646,889-100%$143.1M———
Northern Trust Corp
N/A—599,858-599,858-100%$132.7M———
Royal Bank of Canada
N/A—490,973-490,973-100%$108.6M———
JPMorgan Chase & Co
N/A—454,981-454,981-100%$100.7M———
Raymond James Financial Inc
N/A—433,434-433,434-100%$95.9M———
Pathstone Holdings, LLC
N/A—406,524-406,524-100%$89.9M———
Focus Partners Wealth
N/A—329,024-329,024-100%$72.8M———
Wellington Management Group LLP
N/A—325,490-325,490-100%$72.0M———
Jones Financial Companies Lllp
N/A—316,264-316,264-100%$70.0M———
Commerce Bank
N/A—310,507-310,507-100%$68.7M———
Cetera Investment Advisers
N/A—258,987-258,987-100%$57.3M———
MAI Capital Management
N/A—257,908-257,908-100%$57.0M———
SEI Investments Co
N/A—251,170-251,170-100%$55.6M———
Whittier Trust Co
N/A—240,327-240,327-100%$53.3M———
Comprehensive Financial Management LLC
N/A—230,481-230,481-100%$51.0M———
Ameriprise Financial Inc
N/A—219,517-219,517-100%$48.8M———
Brown Advisory Inc
N/A—206,035-206,035-100%$45.6M———
Rockefeller Capital Management L.P.
N/A—197,501-197,501-100%$43.7M———
FMR LLC
N/A—185,568-185,568-100%$41.0M———
Mariner, LLC
N/A—158,339-158,339-100%$35.0M———
Arax Advisory Partners
N/A—155,456-155,456-100%$34.3M———
Osaic Holdings, Inc.
N/A—151,968-151,968-100%$33.6M———
BNP Paribas Financial Markets
N/A—151,230-151,230-100%$33.5M———
Susquehanna International Group, LLP
N/A—150,704-150,704-100%$33.3M———
Bank of Montreal
N/A—147,412-147,412-100%$32.6M———
Pure Financial Advisors, LLC
N/A—147,065-147,065-100%$32.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—141,743-141,743-100%$31.4M———
Johnson Investment Counsel Inc
N/A—132,012-132,012-100%$29.2M———
Whittier Trust Co of Nevada Inc
N/A—131,921-131,921-100%$29.0M———
HighTower Advisors, LLC
N/A—128,463-128,463-100%$28.4M———
Jupiter Topco LLC
N/A—125,708-125,708-100%$27.8M———
AQR Capital Management LLC
N/A—121,763-121,763-100%$26.9M———
Captrust Financial Advisors
N/A—117,434-117,434-100%$26.0M———
Natixis Advisors, LLC
N/A—116,250-116,250-100%$25.7M———
BlackRock, Inc.
N/A—113,932-113,932-100%$25.2M———
Flow Traders U.S. LLC
N/A—109,004-109,004-100%$24.1M———
Cerity Partners LLC
N/A—106,257-106,257-100%$23.5M———
Zhang Financial LLC
N/A—97,906-97,906-100%$21.7M———
Victory Capital Management Inc
N/A—96,000-96,000-100%$21.2M———
Elite Financial, Inc.
N/A—95,544-95,544-100%$21.1M———
Alliancebernstein L.P.
N/A—93,167-93,167-100%$17.7M———
National Bank of Canada
N/A—92,482-92,482-100%$20.5M———
Pinnacle Financial Partners, Inc.
N/A—92,369-92,369-100%$20.4M———
Baird Financial Group, Inc.
N/A—90,894-90,894-100%$20.1M———
Savant Capital, LLC
N/A—87,713-87,713-100%$19.4M———
Fiduciary Trust Co
N/A—87,471-87,471-100%$19.3M———
Hilltop Partners LLC
N/A—83,327-83,327-100%$18.4M———
Waverly Advisors, LLC
N/A—78,706-78,706-100%$17.4M———
Ariel Investments, LLC
N/A—76,697-76,697-100%$17.0M———
Wealthspire Advisors, LLC
N/A—76,439-76,439-100%$16.9M———
Northwestern Mutual Wealth Management Co
N/A—75,271-75,271-100%$16.6M———
Stifel Financial Corp
N/A—75,085-75,085-100%$16.6M———
Silvercrest Asset Management Group LLC
N/A—71,760-71,760-100%$15.9M———
Moneta Group Investment Advisors LLC
N/A—70,287-70,287-100%$15.5M———
Jasper Ridge Partners, L.P.
N/A—66,631-66,631-100%$14.7M———
Tiaa Trust, National Association
N/A—66,250-66,250-100%$14.7M———
Beacon Pointe Advisors, LLC
N/A—65,608-65,608-100%$14.5M———
Cresset Asset Management, LLC
N/A—65,424-65,424-100%$14.5M———
Stephens Inc
N/A—61,531-61,531-100%$13.6M———
NewEdge Advisors, LLC
N/A—61,284-61,284-100%$13.6M———
Focus Partners Advisor Solutions, LLC
N/A—58,237-58,237-100%$12.9M———
Shapiro Capital Management LLC
N/A—57,200-57,200-100%$12.7M———
Allworth Financial LP
N/A—57,125-57,125-100%$12.6M———
EP Wealth Advisors, LLC
N/A—55,270-55,270-100%$12.2M———
Blair William & Co
N/A—54,715-54,715-100%$12.1M———
Franklin Resources Inc
N/A—54,331-54,331-100%$12.0M———
CIBC Bancorp USA Inc.
N/A—49,463-49,463-100%$11.0M———
Advisors Preferred, LLC
N/A—44,953-44,953-100%$9.9M———
Sanctuary Advisors, LLC
N/A—43,886-43,886-100%$9.7M———
Peapack Gladstone Financial Corp
N/A—43,286-43,286-100%$9.6M———
Baker Avenue Asset Management, LP
N/A—42,469-42,469-100%$9.4M———
Mercer Global Advisors Inc
N/A—41,926-41,926-100%$9.3M———
Nomura Asset Management International Inc.
N/A—39,818-39,818-100%$8.8M———
CM Wealth Advisors LLC
N/A—39,804-39,804-100%$8.8M———
One Capital Management, LLC
N/A—39,792-39,792-100%$7.5M———
Public Employees Retirement System of Ohio
N/A—39,415-39,415-100%$8.7M———
Hancock Whitney Corp
N/A—39,172-39,172-100%$8.7M———
Fortis Group Advisors, LLC
N/A—39,164-39,164-100%$8.7M———
Summit Financial, LLC
N/A—38,649-38,649-100%$8.5M———
Segall Bryant & Hamill, LLC
N/A—37,185-37,185-100%$8.2M———
Integrated Investment Consultants, LLC
N/A—35,777-35,777-100%$7.9M———
Jane Street Group, LLC
N/A—35,369-35,369-100%$7.8M———
MML Investors Services, LLC
N/A—35,006-35,006-100%$7.7M———
Harbour Investments, Inc.
N/A—34,815-34,815-100%$7.7M———
Independent Family Office, LLC
N/A—34,436-34,436-100%$7.6M———
Tower Research Capital LLC (TRC)
N/A—33,929-33,929-100%$7.5M———
Fuller & Thaler Asset Management, Inc.
N/A—33,009-33,009-100%$7.3M———
Aristotle Capital Boston, LLC
N/A—32,804-32,804-100%$7.3M———
Hudson Bay Capital Management LP
N/A—31,637-31,637-100%$7.0M———
Royce & Associates LP
N/A—30,982-30,982-100%$6.9M———
Glenmede Trust Co NA
N/A—30,949-30,949-100%$6.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—30,000-30,000-100%$6.6M———
McLean Asset Management Corp
N/A—29,030-29,030-100%$6.4M———
Prudential Financial Inc
N/A—29,025-29,025-100%$6.4M———
RWA Wealth Partners, LLC
N/A—28,903-28,903-100%$6.4M———
Zions Bancorporation, National Association
N/A—28,554-28,554-100%$6.3M———
MidFirst Bank
N/A—28,046-28,046-100%$6.2M———
Boston Partners
N/A—28,006-28,006-100%$6.2M———
Oxford Financial Group, Ltd. LLC
N/A—26,855-26,855-100%$5.9M———
Private Advisor Group, LLC
N/A—26,590-26,590-100%$5.9M———
Equitable Holdings, Inc.
N/A—26,394-26,394-100%$5.8M———
Tocqueville Asset Management L.P.
N/A—25,951-25,951-100%$5.7M———
Sentinel Wealth Management, Inc.
N/A—25,949-25,949-100%$5.7M———
Strategic Financial Partners, Ltd.
N/A—23,822-23,822-100%$5.3M———
Global Retirement Partners, LLC
N/A—23,660-23,660-100%$5.2M———
RPg Family Wealth Advisory, LLC
N/A—23,120-23,120-100%$5.1M———
Risk Paradigm Group, LLC
N/A—23,082-23,082-100%$5.1M———
Compass Capital Management, Inc
N/A—22,757-22,757-100%$5.0M———
Geneos Wealth Management Inc.
N/A—22,635-22,635-100%$5.0M———
Arkadios Wealth Advisors
N/A—22,620-22,620-100%$5.0M———
Wealthfront Advisers LLC
N/A—22,218-22,218-100%$4.9M———
Integrated Wealth Concepts LLC
N/A—21,117-21,117-100%$4.7M———
Bridges Investment Management Inc
N/A—20,507-20,507-100%$4.5M———
BBR Partners, LLC
N/A—20,014-20,014-100%$4.4M———
Texas Yale Capital Corp.
N/A—19,889-19,889-100%$4.4M———
Northwest Bancshares, Inc.
N/A—19,185-19,185-100%$4.2M———
Merit Financial Group, LLC
N/A—19,061-19,061-100%$4.2M———
OneDigital Investment Advisors LLC
N/A—17,868-17,868-100%$4.0M———
NewEdge Wealth, LLC
N/A—17,800-17,800-100%$3.9M———
Sierra Capital LLC
N/A—17,742-17,742-100%$3.9M———
Tobias Financial Advisors, Inc.
N/A—17,727-17,727-100%$3.9M———
CreativeOne Wealth, LLC
N/A—17,595-17,595-100%$3.9M———
AE Wealth Management LLC
N/A—17,506-17,506-100%$3.9M———
First Foundation Advisors
N/A—17,245-17,245-100%$3.8M———
D. E. Shaw & Co., Inc.
N/A—17,021-17,021-100%$3.8M———
GTS Securities LLC
N/A—16,929-16,929-100%$3.7M———
Millennium Management LLC
N/A—16,706-16,706-100%$3.7M———
&partners
N/A—15,925-15,925-100%$3.5M———
Clearstead Advisors, LLC
N/A—15,811-15,811-100%$3.5M———
Huntington National Bank
N/A—15,747-15,747-100%$3.5M———
Stock Yards Bank & Trust Co
N/A—15,355-15,355-100%$3.4M———
Asset Management Group, Inc.
N/A—15,279-15,279-100%$3.4M———
Quantinno Capital Management LP
N/A—14,600-14,600-100%$3.2M———
Janney Montgomery Scott LLC
N/A—14,530-14,530-100%$3.2M———
Sequoia Financial Advisors, LLC
N/A—14,293-14,293-100%$3.2M———
Bartlett & Co. Wealth Management LLC
N/A—14,167-14,167-100%$3.1M———
Roundview Capital LLC
N/A—13,726-13,726-100%$3.0M———
Hardy Reed LLC
N/A—13,312-13,312-100%$2.9M———
Dorsey & Whitney Trust Co LLC
N/A—13,283-13,283-100%$2.9M———
BHK Investment Advisors, LLC
N/A—13,021-13,021-100%$2.9M———
Snowden Capital Advisors LLC
N/A—12,981-12,981-100%$2.9M———
First National Bank of Omaha
N/A—12,891-12,891-100%$2.9M———
Vance Wealth, LLC
N/A—12,667-12,667-100%$2.8M———
Tradition Wealth Management, LLC
N/A—12,579-12,579-100%$2.8M———
Atlas Capital Advisors Inc.
N/A—12,316-12,316-100%$2.7M———
Meramec Financial Planners, LLC
N/A—12,210-12,210-100%$2.7M———
CIBC World Market Inc.
N/A—12,188-12,188-100%$2.7M———
Stratos Wealth Partners, Ltd.
N/A—12,054-12,054-100%$2.7M———
FAS Wealth Partners, Inc.
N/A—11,663-11,663-100%$2.6M———
HRT Financial LP
N/A—11,541-11,541-100%$2.6M———
Advisory Services Network, LLC
N/A—11,471-11,471-100%$2.5M———
Pointe Capital Management LLC
N/A—11,300-11,300-100%$2.5M———
SVB Wealth LLC
N/A—11,058-11,058-100%$2.4M———
Falcon Wealth Planning
N/A—10,575-10,575-100%$2.3M———
JMG Financial Group, Ltd.
N/A—10,479-10,479-100%$2.3M———
Addison Capital Co
N/A—10,244-10,244-100%$2.3M———
Nwam LLC
N/A—10,126-10,126-100%$2.2M———
Atlantic Union Bankshares Corp
N/A—10,009-10,009-100%$2.2M———
Vawter Financial, Ltd.
N/A—9,931-9,931-100%$2.2M———
Envestnet Portfolio Solutions, Inc.
N/A—9,930-9,930-100%$2.2M———
Interactive Financial Advisors, Inc.
N/A—9,909-9,909-100%$2.1M———
Legacy Edge Advisors, LLC
N/A—9,783-9,783-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—9,756-9,756-100%$2.2M———
Vanguard National Trust Co
N/A—9,710-9,710-100%$2.1M———
Toronto Dominion Bank
N/A—9,612-9,612-100%$2.1M———
First Manhattan Co. Llc.
N/A—9,410-9,410-100%$2.1M———
Fidelis Capital Partners, LLC
N/A—9,095-9,095-100%$2.0M———
Nest Investments, LLC
N/A—9,084-9,084-100%$2.0M———
Berkshire Asset Management LLC
N/A—9,032-9,032-100%$2.0M———
Atlas Legacy Advisors, LLC
N/A—8,899-8,899-100%$2.0M———
Cozad Asset Management Inc
N/A—8,881-8,881-100%$2.0M———
Rehmann Capital Advisory Group
N/A—8,665-8,665-100%$1.9M———
United Capital Financial Advisors, LLC
N/A—8,608-8,608-100%$1.9M———
Great Valley Advisor Group, Inc.
N/A—8,562-8,562-100%$1.9M———
HBK Sorce Advisory LLC
N/A—8,367-8,367-100%$1.9M———
Windward Private Wealth Management Inc.
N/A—8,292-8,292-100%$1.8M———
IEQ Capital, LLC
N/A—7,977-7,977-100%$1.8M———
Argent Trust Co
N/A—7,805-7,805-100%$1.7M———
American Financial Advisors, LLC
N/A—7,721-7,721-100%$1.7M———
Neuberger Berman Group LLC
N/A—7,643-7,643-100%$1.7M———
Lowe Brockenbrough & Co Inc
N/A—7,625-7,625-100%$1.7M———
Smartleaf Asset Management LLC
N/A—7,566-7,566-100%$1.7M———
Rothschild Capital Partners, LLC
N/A—7,395-7,395-100%$1.6M———
Morris Financial Concepts, Inc.
N/A—7,289-7,289-100%$1.6M———
Paces Ferry Wealth Advisors, LLC
N/A—6,976-6,976-100%$1.5M———
Lowery Thomas, LLC
N/A—6,666-6,666-100%$1.5M———
HighMark Wealth Management LLC
N/A—6,475-6,475-100%$1.4M———
Private Wealth Asset Management, LLC
N/A—6,463-6,463-100%$1.4M———
Performance Wealth Partners, LLC
N/A—6,431-6,431-100%$1.4M———
Earnest Partners LLC
N/A—6,369-6,369-100%$1.4M———
Insight 2811, Inc.
N/A—6,250-6,250-100%$1.4M———
Calydon Capital
N/A—6,243-6,243-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—5,972-5,972-100%$1.3M———
Gallagher Fiduciary Advisors, LLC
N/A—5,903-5,903-100%$1.3M———
Disciplined Investments, LLC
N/A—5,873-5,873-100%$1.3M———
Aptus Capital Advisors, LLC
N/A—5,822-5,822-100%$1.3M———
O'shaughnessy Asset Management, LLC
N/A—5,718-5,718-100%$1.3M———
Charles Schwab Investment Management Inc
N/A—5,508-5,508-100%$1.2M———
Maxele Advisors, LLC
N/A—5,434-5,434-100%$1.2M———
Money Concepts Capital Corp
N/A—5,371-5,371-100%$1.2M———
Horizon Investments, LLC
N/A—5,320-5,320-100%$1.2M———
Paragon Financial Partners, Inc.
N/A—5,303-5,303-100%$1.2M———
Clarion Wealth Managment Partners, LLC
N/A—5,300-5,300-100%$1.2M———
Johnson Financial Group, Inc.
N/A—5,210-5,210-100%$1.2M———
NorthRock Partners, LLC
N/A—5,136-5,136-100%$1.1M———
Bedel Financial Consulting, Inc.
N/A—5,121-5,121-100%$1.1M———
CI Investments Inc.
N/A—5,059-5,059-100%$1.1M———
Wealth Care LLC
N/A—5,000-5,000-100%$1.1M———
Checchi Capital Advisers, LLC
N/A—4,967-4,967-100%$1.1M———
Becker Capital Management Inc
N/A—4,925-4,925-100%$1.1M———
World Investment Advisors
N/A—4,895-4,895-100%$944.5K———
Mutual Advisors, LLC
N/A—4,891-4,891-100%$1.1M———
UMB Bank, n.a.
N/A—4,857-4,857-100%$1.1M———
Gotham Asset Management, LLC
N/A—4,845-4,845-100%$1.1M———
QRG Capital Management, Inc.
N/A—4,812-4,812-100%$1.1M———
Cascade Financial Partners, LLC
N/A—4,733-4,733-100%$1.0M———
MWA Asset Management
N/A—4,541-4,541-100%$1.0M———
Naviter Wealth, LLC
N/A—4,439-4,439-100%$981.9K———
Dravo BAY LLC
N/A—4,385-4,385-100%$970.0K———
Widmann Financial Services, Inc.
N/A—4,330-4,330-100%$957.8K———
Auxano Advisors, LLC
N/A—4,284-4,284-100%$947.6K———
Brown Brothers Harriman & Co
N/A—4,237-4,237-100%$937.2K———
National Philanthropic Trust
N/A—4,139-4,139-100%$915.5K———
Composition Wealth, LLC
N/A—4,111-4,111-100%$909.3K———
Cardiff Park Advisors, LLC
N/A—4,102-4,102-100%$907.3K———
Wealthspire Retirement, LLC
N/A—4,095-4,095-100%$905.8K———
TAGStone Capital, Inc.
N/A—4,085-4,085-100%$903.6K———
Tillman Hartley LLC
N/A—3,975-3,975-100%$879.3K———
Plum Street Advisors, LLC
N/A—3,937-3,937-100%$870.9K———
Western Wealth Management, LLC
N/A—3,880-3,880-100%$858.1K———
Gladstone Institutional Advisory LLC
N/A—3,856-3,856-100%$853.0K———
Cornerstone Advisors Asset Management, LLC
N/A—3,848-3,848-100%$851.2K———
Russell Investments Group, Ltd.
N/A—3,791-3,791-100%$838.5K———
Rialto Wealth Management, LLC
N/A—3,644-3,644-100%$806.1K———
Palisades Hudson Asset Management, L.P.
N/A—3,624-3,624-100%$802.0K———
Klingenstein Fields & Co LP
N/A—3,582-3,582-100%$792.3K———
Belpointe Asset Management LLC
N/A—3,546-3,546-100%$784.5K———
Nicolet Bankshares Inc
N/A—3,482-3,482-100%$771.1K———
Pine Valley Investments Ltd Liability Co
N/A—3,442-3,442-100%$761.3K———
BFC Planning, Inc.
N/A—3,409-3,409-100%$754.1K———
American Wealth Advisors, LLC
N/A—3,403-3,403-100%$752.8K———
Sound View Wealth Advisors Group, LLC
N/A—3,355-3,355-100%$742.1K———
Capital Group Private Client Services, Inc.
N/A—3,344-3,344-100%$739.6K———
Intrepid Financial Planning Group LLC
N/A—3,302-3,302-100%$730.4K———
Evercore Wealth Management, LLC
N/A—3,300-3,300-100%$730.0K———
Monograph Wealth Advisors, LLC
N/A—3,284-3,284-100%$726.5K———
Barclays PLC
N/A—3,258-3,258-100%$720.7K———
Hirtle & Co., LLC
N/A—3,253-3,253-100%$719.6K———
Ausdal Financial Partners, Inc.
N/A—3,249-3,249-100%$718.7K———
Alesco Advisors, LLC, An ESL Co
N/A—3,226-3,226-100%$713.6K———
Smithfield Trust Co
N/A—3,222-3,222-100%$677.0K———
Capula Management Ltd
N/A—3,185-3,185-100%$704.5K———
Systematic Financial Management LP
N/A—3,129-3,129-100%$692.3K———
PFG Investments, LLC
N/A—3,128-3,128-100%$692.0K———
Haverford Trust Co
N/A—3,128-3,128-100%$691.9K———
First Western Trust Bank
N/A—3,108-3,108-100%$687.5K———
IHT Wealth Management, LLC
N/A—3,079-3,079-100%$681.2K———
Kingsview Wealth Management, LLC
N/A—3,045-3,045-100%$673.5K———
Strategies Wealth Advisors, LLC
N/A—3,033-3,033-100%$670.9K———
Quantbot Technologies LP
N/A—3,000-3,000-100%$663.6K———
Heritage Wealth Advisors
N/A—3,000-3,000-100%$663.6K———
Benjamin Edwards Inc
N/A—2,996-2,996-100%$662.7K———
Icon Wealth Advisors, LLC
N/A—2,993-2,993-100%$662.1K———
Castle Wealth Management LLC
N/A—2,989-2,989-100%$661.2K———
ST Germain D J Co Inc
N/A—2,976-2,976-100%$658.3K———
Broadview Financial Management, LLC
N/A—2,929-2,929-100%$647.9K———
Vienna Asset Management LLC
N/A—2,927-2,927-100%$647.5K———
HighPoint Advisor Group LLC
N/A—2,906-2,906-100%$642.7K———
Ancora Advisors LLCA
N/A—2,899-2,899-100%$641.4K———
Summit Trail Advisors, LLC
N/A—2,891-2,891-100%$639.5K———
First Commonwealth Financial Corp
N/A—2,863-2,863-100%$633.3K———
Catalyst Financial Partners LLC
N/A—2,806-2,806-100%$620.7K———
SCS Capital Management LLC
N/A—2,706-2,706-100%$598.6K———
Pennington Partners & Co., LLC
N/A—2,680-2,680-100%$592.7K———
Croban
N/A—2,611-2,611-100%$577.5K———
Valmark Advisers, Inc.
N/A—2,595-2,595-100%$574.0K———
Strategic Wealth Advisors LLC
N/A—2,590-2,590-100%$469———
Legacy Trust
N/A—2,568-2,568-100%$568.0K———
RED Reef Advisors LLC
N/A—2,554-2,554-100%$564.9K———
Cary Street Partners Financial LLC
N/A—2,551-2,551-100%$564.2K———
Stonebridge Financial Planning Group, LLC
N/A—2,522-2,522-100%$557.8K———
Sharp Wealth Advisory, LLC
N/A—2,515-2,515-100%$556.4K———
BTC Capital Management, Inc.
N/A—2,496-2,496-100%$552.1K———
Empower Advisory Group, LLC
N/A—2,482-2,482-100%$549.0K———
Elm Partners Management LLC
N/A—2,451-2,451-100%$542.2K———
Savvy Advisors, Inc.
N/A—2,449-2,449-100%$541.7K———
Liberty Square Wealth Partners LLC
N/A—2,445-2,445-100%$540.8K———
Independent Advisor Alliance
N/A—2,433-2,433-100%$538.2K———
Insigneo Advisory Services, LLC
N/A—2,391-2,391-100%$528.9K———
Diversified Trust Co
N/A—2,379-2,379-100%$526.2K———
Keebeck Wealth Management
N/A—2,379-2,379-100%$526.2K———
Gator Capital Management, LLC
N/A—2,375-2,375-100%$525.4K———
Principal Securities, Inc.
N/A—2,346-2,346-100%$518.9K———
Teachers Insurance & Annuity Association of America
N/A—2,341-2,341-100%$517.8K———
Sankala Group LLC
N/A—2,312-2,312-100%$519.5K———
Colonial Trust Co / SC
N/A—2,292-2,292-100%$507.2K———
Cahill Financial Advisors Inc
N/A—2,250-2,250-100%$497.7K———
Freestone Capital Holdings, LLC
N/A—2,219-2,219-100%$490.9K———
Fiducient Advisors LLC
N/A—2,216-2,216-100%$490.3K———
PW Advisors, LLC \ FL
N/A—2,148-2,148-100%$475.1K———
Howe & Rusling Inc
N/A—2,113-2,113-100%$467.4K———
Smith, Moore & Co.
N/A—2,093-2,093-100%$462.9K———
N.E.W. Advisory Services LLC
N/A—2,092-2,092-100%$462.7K———
Lutz Financial Services LLC
N/A—2,031-2,031-100%$449.3K———
Cofg Advisors, LLC
N/A—2,029-2,029-100%$448.8K———
Regency Capital Management Inc.\DE
N/A—2,000-2,000-100%$442.4K———
Two Sigma Investments, LP
N/A—2,000-2,000-100%$442.4K———
Investment Advisory Group, LLC
N/A—1,989-1,989-100%$440.0K———
BCI Securities, Inc.
N/A—1,988-1,988-100%$439.7K———
Aspen Grove Capital, LLC
N/A—1,937-1,937-100%$428.5K———
Fort Point Capital Partners LLC
N/A—1,907-1,907-100%$421.8K———
Next Capital Management LLC
N/A—1,898-1,898-100%$419.8K———
Mosaic Family Wealth Partners, LLC
N/A—1,844-1,844-100%$407.9K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,819-1,819-100%$402.4K———
Edgestream Partners, L.P.
N/A—1,815-1,815-100%$401.5K———
Peak Asset Management, LLC
N/A—1,805-1,805-100%$399.3K———
Retirement Income Solutions, Inc
N/A—1,758-1,758-100%$333.3K———
Mayflower Financial Advisors, LLC
N/A—1,742-1,742-100%$385.3K———
Truepoint, Inc.
N/A—1,709-1,709-100%$378.0K———
R.H. Investment Group, LLC
N/A—1,708-1,708-100%$377.8K———
Destination Wealth Management
N/A—1,691-1,691-100%$374.0K———
Annandale Capital, LLC
N/A—1,684-1,684-100%$373.0K———
Bearing Point Capital, LLC
N/A—1,665-1,665-100%$368.3K———
Advyzon Investment Management, LLC
N/A—1,658-1,658-100%$366.8K———
Jordan Park Group LLC
N/A—1,644-1,644-100%$363.7K———
Renaissance Technologies LLC
N/A—1,636-1,636-100%$361.9K———
49 Wealth Management, LLC
N/A—1,618-1,618-100%$357.9K———
Alongside, LLC
N/A—1,618-1,618-100%$357.9K———
J. M. Brown & Associates Inc.
N/A—1,606-1,606-100%$355.2K———
Raffa Wealth Management, LLC
N/A—1,589-1,589-100%$351.6K———
Stonebridge Financial Group, LLC / MO
N/A—1,572-1,572-100%$347.6K———
West Michigan Advisors, LLC
N/A—1,567-1,567-100%$346.6K———
Dimension Capital Management LLC
N/A—1,560-1,560-100%$345.1K———
Capital Analysts, LLC
N/A—1,549-1,549-100%$343.0K———
Cladis Investment Advisory, LLC
N/A—1,500-1,500-100%$331.8K———
Fiduciary Financial Advisors
N/A—1,486-1,486-100%$328.4K———
FourThought Financial Partners, LLC
N/A—1,484-1,484-100%$328.3K———
Eight 31 Financial, LLC
N/A—1,483-1,483-100%$328.0K———
Northstar Group, Inc.
N/A—1,455-1,455-100%$321.8K———
Bradley Foster & Sargent Inc
N/A—1,437-1,437-100%$317.9K———
Ellevest, Inc.
N/A—1,418-1,418-100%$216.7K———
Centennial Bank
N/A—1,355-1,355-100%$299.7K———
Hollencrest Capital Management
N/A—1,335-1,335-100%$295.3K———
Athena Investment Management
N/A—1,325-1,325-100%$293.1K———
McNamara Financial Services, Inc.
N/A—1,324-1,324-100%$292.9K———
Klcm Advisors, Inc.
N/A—1,321-1,321-100%$292.1K———
Two Sigma Securities, LLC
N/A—1,265-1,265-100%$279.8K———
Partners in Financial Planning
N/A—1,262-1,262-100%$279.1K———
CCG Wealth Management, LLC
N/A—1,231-1,231-100%$272.3K———
Anchor Investment Management, LLC
N/A—1,219-1,219-100%$269.7K———
Cannell & Spears LLC
N/A—1,215-1,215-100%$268.8K———
Highland Investment Advisors LLC
N/A—1,208-1,208-100%$267.3K———
GWN Securities Inc.
N/A—1,189-1,189-100%$263.0K———
Kelman-Lazarov, Inc.
N/A—1,188-1,188-100%$262.8K———
Flputnam Investment Management Co
N/A—1,183-1,183-100%$232.4K———
Bessemer Group Inc
N/A—1,135-1,135-100%$229.0K———
Wealth Alliance, LLC
N/A—1,118-1,118-100%$247.2K———
Centaurus Financial, Inc.
N/A—1,104-1,104-100%$244.0K———
Orion Porfolio Solutions, LLC
N/A—1,100-1,100-100%$243.3K———
V2 Financial group LLC
N/A—1,100-1,100-100%$243.3K———
Lazard Asset Management LLC
N/A—1,100-1,100-100%$243.3K———
Schnieders Capital Management, Llc.
N/A—1,100-1,100-100%$243.3K———
HM Payson & Co
N/A—1,100-1,100-100%$243.3K———
Federation des caisses Desjardins du Quebec
N/A—1,089-1,089-100%$240.9K———
Fortis Capital Advisors, LLC
N/A—1,081-1,081-100%$239.1K———
Kirkwood Financial Services
N/A—1,070-1,070-100%$236.7K———
Caprock Group, LLC
N/A—1,065-1,065-100%$235.8K———
Castleark Management LLC
N/A—1,060-1,060-100%$234.5K———
Ballentine Partners, LLC
N/A—1,056-1,056-100%$233.6K———
Range Advisory, LLC
N/A—1,038-1,038-100%$229.5K———
Rothschild Investment LLC
N/A—1,037-1,037-100%$229.4K———
Harbor Advisory Corp
N/A—1,024-1,024-100%$226.5K———
Rothschild Wealth LLC
N/A—1,020-1,020-100%$225.5K———
NorthStar Asset Management LLC
N/A—1,009-1,009-100%$223.2K———
Navis Wealth Advisors, LLC
N/A—1,000-1,000-100%$221.2K———
BCS Private Wealth Management, Inc.
N/A—1,000-1,000-100%$221.2K———
Financial Engines Advisors L.L.C.
N/A—995-995-100%$220.1K———
Manhattan West Asset Management, LLC
N/A—964-964-100%$213.2K———
Capstone Wealth Management, Inc.
N/A—960-960-100%$213.9K———
Stansberry Asset Management, LLC
N/A—948-948-100%$209.7K———
Clearstead Trust, LLC
N/A—946-946-100%$209.3K———
Rice Partnership, LLC
N/A—938-938-100%$207.5K———
Marble Harbor Investment Counsel, LLC
N/A—935-935-100%$206.8K———
Fayez Sarofim & Co
N/A—933-933-100%$206.4K———
IFG Advisory, LLC
N/A—925-925-100%$204.6K———
Level Four Advisory Services, LLC
N/A—913-913-100%$202.0K———
Addison Advisors LLC
N/A—880-880-100%$194.7K———
SouthState Bank Corp
N/A—857-857-100%$189.6K———
Topsail Wealth Management, LLC
N/A—823-823-100%$182.0K———
Pinney & Scofield, Inc.
N/A—810-810-100%$179.2K———
Walsh & Associates, LLC
N/A—794-794-100%$175.6K———
Vanguard Advisers Inc
N/A—790-790-100%$174.7K———
Motco
N/A—782-782-100%$173.0K———
Basepoint Wealth LLC
N/A—758-758-100%$167.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—744-744-100%$164.6K———
LRI Investments, LLC
N/A—678-678-100%$150.0K———
JDM Financial Group LLC
N/A—655-655-100%$144.9K———
Coston, McIsaac & Partners
N/A—597-597-100%$132.0K———
UBS Asset Management Americas LLC
N/A—592-592-100%$131.0K———
Bank of the Bluegrass & Trust Co.
N/A—583-583-100%$122.1K———
Copia Wealth Management
N/A—573-573-100%$126.7K———
HHM Wealth Advisors, LLC
N/A—555-555-100%$122.8K———
SHP Wealth Management
N/A—547-547-100%$121.0K———
CNB Bank
N/A—539-539-100%$119.2K———
CoreFirst Bank & Trust
N/A—525-525-100%$116.1K———
Strategic Wealth Partners, Ltd.
N/A—519-519-100%$114.8K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—489-489-100%$108.2K———
Windsor Advisory Group, LLC
N/A—474-474-100%$104.8K———
Coppell Advisory Solutions LLC
N/A—456-456-100%$1.3M———
Frazier Financial Advisors, LLC
N/A—413-413-100%$91.4K———
SOA Wealth Advisors, Llc.
N/A—404-404-100%$89.3K———
Glassman Wealth Services
N/A—393-393-100%$86.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—390-390-100%$86.3K———
Caitlin John, LLC
N/A—387-387-100%$85.6K———
Community Bank, N.A.
N/A—384-384-100%$84.9K———
Seneschal Advisors, LLC
N/A—372-372-100%$82.3K———
BOK Financial Private Wealth, Inc.
N/A—351-351-100%$77.6K———
Roble, Belko & Company, Inc
N/A—340-340-100%$75.0K———
Ballast Advisors LLC
N/A—338-338-100%$74.8K———
Qube Research & Technologies Ltd
N/A—329-329-100%$72.8K———
Investment Counsel Co of Nevada
N/A—308-308-100%$68.1K———
AFT, Forsyth & Company, Inc.
N/A—290-290-100%$506.7K———
Integrity Financial Corp
N/A—282-282-100%$62.4K———
Transamerica Financial Advisors, LLC
N/A—281-281-100%$62.3K———
EFG International AG
N/A—277-277-100%$61.3K———
Institute for Wealth Management, Llc.
N/A—276-276-100%$61.1K———
S&T Bank
N/A—261-261-100%$57.7K———
TD Capital Management LLC
N/A—248-248-100%$54.9K———
Providence Capital Advisors, LLC
N/A—224-224-100%$49.5K———
CVA Family Office, LLC
N/A—204-204-100%$45.1K———
Nalls Sherbakoff Group, LLC
N/A—192-192-100%$42.4K———
Bogart Wealth, LLC
N/A—182-182-100%$40.3K———
Strive Financial Group,LLC
N/A—173-173-100%$38.3K———
Horizon Bancorp Inc
N/A—145-145-100%$32.0K———
Glen Eagle Advisors, LLC
N/A—137-137-100%$30.4K———
Quent Capital, LLC
N/A—112-112-100%$24.8K———
Operose Advisors LLC
N/A—108-108-100%$23.9K———
Basecamp Wealth Advisors LLC
N/A—107-107-100%$23.6K———
Keating Financial Advisory Services, Inc.
N/A—102-102-100%$22.6K———
Sittner & Nelson, LLC
N/A—101-101-100%$22.3K———
Crews Bank & Trust
N/A—100-100-100%$22.1K———
Beaird Harris Wealth Management, LLC
N/A—100-100-100%$22.2K———
Security National Bank of Sioux City Iowa
N/A—80-80-100%$17.7K———
Darwin Wealth Management, LLC
N/A—79-79-100%$17.5K———
Godfrey Financial Associates, Inc.
N/A—76-76-100%$16.9K———
Allied Private Wealth LLC
N/A—72-72-100%$15.7K———
Financial Life Planners
N/A—67-67-100%$14.8K———
Founders Financial Alliance, LLC
N/A—63-63-100%$14.0K———
Vision Retirement, LLC
N/A—62-62-100%$13.7K———
NWK Group, Inc.
N/A—57-57-100%$12.6K———
one8zero8, LLC
N/A—55-55-100%$12.2K———
Park Place Capital Corp
N/A—55-55-100%$12.2K———
Mark Sheptoff Financial Planning, LLC
N/A—54-54-100%$11.9K———
Ameriflex Group, Inc.
N/A—54-54-100%$12.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—53-53-100%$11.8K———
Fourth Dimension Wealth, LLC
N/A—50-50-100%$11.1K———
Twin Lakes Capital Management, LLC
N/A—40-40-100%$8.9K———
Kerr Financial Planning Corp
N/A—39-39-100%$8.6K———
Dunhill Financial, LLC
N/A—37-37-100%$8.2K———
Medallion Wealth Advisors, LLC
N/A—26-26-100%$5.8K———
Longview Financial Advisors LLC
N/A—22-22-100%$4.9K———
WealthShield Partners, LLC
N/A—22-22-100%$4.9K———
Tidemark, LLC
N/A—20-20-100%$4.4K———
Hantz Financial Services, Inc.
N/A—19-19-100%$4———
Continuum Advisory, LLC
N/A—17-17-100%$3.8K———
Millstone Evans Group, LLC
N/A—16-16-100%$3.5K———
Broadwater Capital Management LLC
N/A—15-15-100%$3.3K———
Game Plan Financial Advisors, LLC
N/A—15-15-100%$3.3K———
New Republic Capital, LLC
N/A—14-14-100%$3.1K———
Delos Wealth Advisors, LLC
N/A—13-13-100%$2.9K———
Accent Capital Management, LLC
N/A—13-13-100%$2.9K———
Anchor Bay Capital, Inc.
N/A—10-10-100%$2.2K———
Kilter Group LLC
N/A—4-4-100%$885———
Three Bearings Fiduciary Advisors, Inc.
N/A—4-4-100%$885———
Synergy Investment Management, LLC
N/A—3-3-100%$665———
Showing 1127 of 1127 institutions