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Ishares Russell 2000 Growth (IWO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Barings LLC
INCREASED
Shares1,761,650 from 1,579,950
Change+181,700 (+12%)
Value$629.5M (+$7.0M)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED
Shares929,261 from 947,047
Change-17,786 (-2%)
Value$331.7M (-$41.4M)
Filed 2026-10-27
D.A. Davidson & Co.
DECREASED
Shares547,154 from 550,307
Change-3,153 (-1%)
Value$195.3M (-$21.5M)
Filed 2026-10-28
Cohen Klingenstein LLC
DECREASED
Shares471,585 from 484,414
Change-12,829 (-3%)
Value$168.3M (-$22.5M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares411,572 from 425,316
Change-13,744 (-3%)
Value$146.9M (-$20.7M)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares234,165 from 374,910
Change-140,745 (-38%)
Value$83.6M (-$64.1M)
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares230,637 from 228,374
Change+2,263 (+1%)
Value$82.3M (-$7.7M)
Filed 2026-10-22
Bank of New York Mellon Corp
DECREASED
Shares191,461 from 197,092
Change-5,631 (-3%)
Value$68.3M (-$9.3M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares180,677 from 170,877
Change+9,800 (+6%)
Value$64.5M (-$2.8M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares163,828 from 161,302
Change+2,526 (+2%)
Value$58.5M (-$5.1M)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares143,675 from 143,663
Change+12 (+0%)
Value$51.3M (-$5.3M)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares118,222 from 114,055
Change+4,167 (+4%)
Value$42.2M (-$2.7M)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares116,847 from 122,843
Change-5,996 (-5%)
Value$41.7M (-$6.7M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares112,067 from 121,973
Change-9,906 (-8%)
Value$39.6M (-$7.3M)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares110,515 from 112,730
Change-2,215 (-2%)
Value$39.4M (-$5.0M)
Filed 2026-10-30
Fort Washington Investment Advisors Inc
UNCHANGED
Shares106,920 from 106,920
Change0 (0%)
Value$38.2M (-$4.0M)
Filed 2026-10-15
Confluence Wealth Services, Inc.
INCREASED
Shares88,675 from 78,858
Change+9,817 (+12%)
Value$31.6M (+$581.2K)
Filed 2026-11-05
WoodTrust Financial Corp
DECREASED
Shares70,462 from 72,513
Change-2,051 (-3%)
Value$25.1K (-$28.5M)
Filed 2026-10-09
Vaughan & Co Securities, Inc.
DECREASED
Shares69,761 from 69,826
Change-65 (0%)
Value$24.9M (-$2.6M)
Filed 2026-10-23
Droms Strauss Advisors Inc
DECREASED
Shares65,756 from 67,372
Change-1,616 (-2%)
Value$23.5M (-$3.1M)
Filed 2026-11-03
First Horizon Corp
INCREASED
Shares65,616 from 64,280
Change+1,336 (+2%)
Value$23.4M (-$1.9M)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED
Shares62,911 from 62,311
Change+600 (+1%)
Value$22.5M (-$1.9M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares61,284 from 59,901
Change+1,383 (+2%)
Value$21.9M (-$1.7M)
Filed 2026-11-02
Stephens Group Asset Management, LLC
DECREASED
Shares61,038 from 74,615
Change-13,577 (-18%)
Value$21.8M (-$7.6M)
Filed 2026-10-09
Powell Investment Advisors, LLC
DECREASED
Shares60,599 from 60,650
Change-51 (0%)
Value$21.6M (-$2.3M)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares57,600 from 53,700
Change+3,900 (+7%)
Value$20.6M (-$598.2K)
Filed 2026-11-03
Waldron Private Wealth LLC
DECREASED
Shares55,435 from 59,303
Change-3,868 (-7%)
Value$19.8M (-$3.6M)
Filed 2026-11-02
AMG National Trust Bank
DECREASED
Shares51,673 from 51,759
Change-86 (0%)
Value$18.4M (-$1.9M)
Filed 2026-11-05
Courier Capital LLC
INCREASED
Shares50,412 from 49,719
Change+693 (+1%)
Value$18.0M (-$1.6M)
Filed 2026-10-19
Avantax Planning Partners, Inc.
DECREASED
Shares50,028 from 51,994
Change-1,966 (-4%)
Value$17.9M (-$2.6M)
Filed 2026-11-03
LMG Wealth Partners, LLC
INCREASED
Shares47,692 from 47,501
Change+191 (+0%)
Value$17.0M (-$1.7M)
Filed 2026-11-05
RTD Financial Advisors, Inc.
DECREASED
Shares38,791 from 39,530
Change-739 (-2%)
Value$13.8M (-$1.7M)
Filed 2026-10-09
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares38,692 from 38,392
Change+300 (+1%)
Value$13.8M (-$1.3M)
Filed 2026-10-22
Shepherd Financial Partners LLC
INCREASED
Shares37,953 from 35,669
Change+2,284 (+6%)
Value$13.5M (-$507.0K)
Filed 2026-11-03
Corundum Group, Inc.
DECREASED
Shares34,562 from 34,722
Change-160 (0%)
Value$12.3M (-$1.3M)
Filed 2026-10-28
Fund Evaluation Group, LLC
UNCHANGED
Shares33,679 from 33,679
Change0 (0%)
Value$12.0M (-$1.2M)
Filed 2026-11-05
Bokf, NA
DECREASED
Shares31,809 from 32,483
Change-674 (-2%)
Value$11.4M (-$1.4M)
Filed 2026-10-27
Erickson Financial Group, LLC
INCREASED
Shares28,539 from 28,164
Change+375 (+1%)
Value$10.2M (-$909.9K)
Filed 2026-11-05
OFS Enterprise LLC
DECREASED
Shares26,248 from 26,514
Change-266 (-1%)
Value$9.4M (-$1.1M)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares24,482 from 24,652
Change-170 (-1%)
Value$8.7M (-$974.5K)
Filed 2026-10-28
LBJ Family Wealth Advisors, Ltd.
DECREASED
Shares24,264 from 24,361
Change-97 (0%)
Value$8.7K (-$847)
Filed 2026-10-01
Kestra Private Wealth Services, LLC
INCREASED
Shares23,452 from 22,042
Change+1,410 (+6%)
Value$8.4M (-$313.5K)
Filed 2026-10-30
Trilogy Capital Inc.
INCREASED
Shares23,422 from 21,667
Change+1,755 (+8%)
Value$8.4M (-$176.6K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares22,977 from 18,497
Change+4,480 (+24%)
Value$6.5M (-$805.4K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares22,926 from 21,447
Change+1,479 (+7%)
Value$8.2M (-$266.9K)
Filed 2026-10-08
LWM Advisors Inc
DECREASED
Shares22,868 from 23,160
Change-292 (-1%)
Value$8.2M (-$962.5K)
Filed 2026-10-08
Yarbrough Capital, LLC
UNCHANGED
Shares21,764 from 21,764
Change0 (0%)
Value$7.8M (-$806.6K)
Filed 2026-10-19
Noble Family Wealth, LLC
DECREASED
Shares21,406 from 21,418
Change-12 (0%)
Value$7.6M (-$798.0K)
Filed 2026-10-26
DT Investment Partners, LLC
UNCHANGED
Shares20,537 from 20,537
Change0 (0%)
Value$7.3M (-$761.1K)
Filed 2026-10-27
Occidental Asset Management, LLC
DECREASED
Shares20,073 from 20,235
Change-162 (-1%)
Value$7.2M (-$807.6K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares20,034 from 20,249
Change-215 (-1%)
Value$7.1M (-$827.3K)
Filed 2026-10-08
Bailard, Inc.
UNCHANGED
Shares18,963 from 18,963
Change0 (0%)
Value$6.8M (-$702.8K)
Filed 2026-10-13
XML Financial, LLC
DECREASED
Shares18,795 from 19,777
Change-982 (-5%)
Value$6.7M (-$1.1M)
Filed 2026-10-29
Mechanics Bank Trust Department
INCREASED
Shares18,508 from 18,505
Change+3 (+0%)
Value$6.6M (-$684.7K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
DECREASED
Shares18,336 from 19,272
Change-936 (-5%)
Value$6.5M (-$1.0M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,111 from 19,024
Change-913 (-5%)
Value$6.5K (-$7.5M)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares18,103 from 7,277
Change+10,826 (+149%)
Value$6.5M (+$3.6M)
Filed 2026-10-15
Rodgers & Associates, LTD
DECREASED
Shares17,857 from 18,142
Change-285 (-2%)
Value$6.4M (-$774.0K)
Filed 2026-10-20
First Citizens Bank & Trust Co
DECREASED
Shares17,726 from 17,935
Change-209 (-1%)
Value$6.3M (-$739.3K)
Filed 2026-10-14
InvesTrust
UNCHANGED
Shares17,580 from 17,580
Change0 (0%)
Value$6.3M (-$651.5K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
DECREASED
Shares17,384 from 18,223
Change-839 (-5%)
Value$6.2M (-$975.0K)
Filed 2026-10-13
Tritonpoint Wealth, LLC
DECREASED
Shares17,367 from 17,477
Change-110 (-1%)
Value$6.2M (-$687.0K)
Filed 2026-10-19
Investment Partners, Ltd.
INCREASED
Shares17,364 from 8,878
Change+8,486 (+96%)
Value$6.2M (+$2.7M)
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares17,242 from 17,242
Change0 (0%)
Value$6.2M (-$639.0K)
Filed 2026-10-22
Foundation Wealth Management, LLC
DECREASED
Shares16,619 from 17,660
Change-1,041 (-6%)
Value$5.9M (-$1.0M)
Filed 2026-10-22
Strategic Equity Management
NEW
Shares16,274
Change+16,274
Value$5.8M
Filed 2026-11-04
Idaho Trust Co
INCREASED
Shares16,249 from 16,104
Change+145 (+1%)
Value$5.8M (-$545.1K)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares15,900 from 7,400
Change+8,500 (+115%)
Value$5.7M (+$2.8M)
Filed 2026-11-02
Quadrant Capital Group LLC
UNCHANGED
Shares15,225 from 15,225
Change0 (0%)
Value$5.3M (-$652.5K)
Filed 2026-10-20
Fell Capital Management
INCREASED
Shares14,917 from 14,692
Change+225 (+2%)
Value$5.3M (-$464.2K)
Filed 2026-10-09
Carbahal Olsen Financial Services Group, LLC
INCREASED
Shares14,831 from 14,625
Change+206 (+1%)
Value$5.3M (-$468.4K)
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares14,364 from 14,293
Change+71 (+1%)
Value$5.1M (-$504.7K)
Filed 2026-10-29
Thoma Capital Management LLC
DECREASED
Shares14,191 from 14,419
Change-228 (-2%)
Value$5.1M (-$615.5K)
Filed 2026-10-19
Welch & Forbes LLC
INCREASED
Shares14,022 from 13,919
Change+103 (+1%)
Value$5.0M (-$479.1K)
Filed 2026-11-04
Instrumental Wealth, LLC
INCREASED
Shares13,772 from 13,188
Change+584 (+4%)
Value$4.9M (-$280.1K)
Filed 2026-10-20
Finley Financial, LLC
UNCHANGED
Shares13,555 from 13,555
Change0 (0%)
Value$4.8M (-$492.3K)
Filed 2026-10-28
Pinnacle Associates LTD
INCREASED
Shares12,871 from 12,712
Change+159 (+1%)
Value$4.6M (-$414.3K)
Filed 2026-10-20
Crescent Grove Advisors, LLC
DECREASED
Shares12,407 from 12,648
Change-241 (-2%)
Value$4.4M (-$554.7K)
Filed 2026-10-21
Regions Financial Corp
DECREASED
Shares12,218 from 12,219
Change-1 (0%)
Value$4.4M (-$453.2K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares11,885 from 9,794
Change+2,091 (+21%)
Value$4.2M (+$322.3K)
Filed 2026-11-04
Ariston Services Group
UNCHANGED
Shares11,713 from 11,713
Change0 (0%)
Value$4.2M (-$434.1K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares11,533 from 5,181
Change+6,352 (+123%)
Value$4.1M (+$2.1M)
Filed 2026-11-03
St. Louis Trust Co
UNCHANGED
Shares11,467 from 11,467
Change0 (0%)
Value$4.1M (-$4.7M)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares11,398 from 11,398
Change0 (0%)
Value$4.1M (-$422.4K)
Filed 2026-10-02
Echo45 Advisors LLC
INCREASED
Shares11,353 from 11,210
Change+143 (+1%)
Value$4.1M (-$364.3K)
Filed 2026-10-07
Bare Financial Services, Inc
DECREASED
Shares11,335 from 11,420
Change-85 (-1%)
Value$4.0M (-$453.6K)
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares11,262 from 11,285
Change-23 (0%)
Value$4.0M (-$426.5K)
Filed 2026-10-27
Sacks & Associates, LLC
DECREASED
Shares11,204 from 11,430
Change-226 (-2%)
Value$4.0M (-$237.8K)
Filed 2026-10-09
Montecito Bank & Trust
DECREASED
Shares10,996 from 11,340
Change-344 (-3%)
Value$3.9M (-$543.0K)
Filed 2026-10-01
Simon Quick Advisors, LLC
DECREASED
Shares10,722 from 11,012
Change-290 (-3%)
Value$3.8M (-$511.5K)
Filed 2026-10-26
Larson Financial Group LLC
DECREASED
Shares10,506 from 10,785
Change-279 (-3%)
Value$3.7M (-$499.0K)
Filed 2026-11-05
Grey Fox Wealth Advisors, LLC
INCREASED
Shares10,444 from 9,053
Change+1,391 (+15%)
Value$3.7M (+$161.1K)
Filed 2026-11-03
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares10,299 from 10,299
Change0 (0%)
Value$3.7M (-$381.7K)
Filed 2026-10-14
Midwest Trust Co
DECREASED
Shares10,296 from 10,833
Change-537 (-5%)
Value$3.7M (-$593.1K)
Filed 2026-10-22
Atlas Brown,Inc.
DECREASED
Shares10,208 from 10,295
Change-87 (-1%)
Value$3.6M (-$412.4K)
Filed 2026-10-09
CFS Investment Advisory Services, LLC
DECREASED
Shares10,182 from 10,202
Change-20 (0%)
Value$3.7M (-$275.0K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares10,020 from 9,807
Change+213 (+2%)
Value$3.6M (-$287.4K)
Filed 2026-10-26
Brighton Jones LLC
DECREASED
Shares9,688 from 9,802
Change-114 (-1%)
Value$3.5M (-$404.2K)
Filed 2026-11-03
Global View Capital Management LLC
INCREASED
Shares9,627 from 2,558
Change+7,069 (+276%)
Value$3.4M (+$2.4M)
Filed 2026-10-28
Stephen J. Garry & Associates, LLC
DECREASED
Shares9,558 from 10,527
Change-969 (-9%)
Value$3.4M (-$735.9K)
Filed 2026-11-05
Midwest Professional Planners, Ltd.
DECREASED
Shares9,542 from 9,990
Change-448 (-4%)
Value$3.4M (-$530.1K)
Filed 2026-10-29
Tompkins Financial Corp
UNCHANGED
Shares9,438 from 9,438
Change0 (0%)
Value$3.4M (-$349.8K)
Filed 2026-10-05
Citizens Financial Group Inc
INCREASED
Shares9,359 from 9,319
Change+40 (+0%)
Value$3.3M (-$331.0K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares9,348 from 9,385
Change-37 (0%)
Value$3.3M (-$360.9K)
Filed 2026-10-27
Fifth Third Securities, Inc.
DECREASED
Shares9,170 from 15,150
Change-5,980 (-39%)
Value$3.3M (-$2.7M)
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares9,128 from 9,483
Change-355 (-4%)
Value$3.3M (-$478.1K)
Filed 2026-11-02
Ticino Wealth
INCREASED
Shares9,010 from 8,887
Change+123 (+1%)
Value$3.2M (-$285.5K)
Filed 2026-10-13
MV Capital Management, Inc.
DECREASED
Shares9,002 from 9,783
Change-781 (-8%)
Value$3.2M (-$641.3K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares8,959 from 8,268
Change+691 (+8%)
Value$3.2M (-$59.7K)
Filed 2026-11-04
Summa Corp.
INCREASED
Shares8,868 from 1,585
Change+7,283 (+460%)
Value$3.2M (+$2.5M)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares8,439 from 12,771
Change-4,332 (-34%)
Value$3.0M (-$2.0M)
Filed 2026-10-07
1834 Investment Advisors Co
DECREASED
Shares8,226 from 8,262
Change-36 (0%)
Value$2.9M (-$319.0K)
Filed 2026-10-16
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares7,853 from 7,853
Change0 (0%)
Value$2.8M (-$291.0K)
Filed 2026-11-02
Grey Ledge Advisors, LLC
INCREASED
Shares7,619 from 6,523
Change+1,096 (+17%)
Value$2.7M (+$149.8K)
Filed 2026-11-02
Legacy Bridge, LLC
DECREASED
Shares7,588 from 7,755
Change-167 (-2%)
Value$2.7M (-$347.0K)
Filed 2026-10-28
Washington Trust Bank
UNCHANGED
Shares7,499 from 7,499
Change0 (0%)
Value$2.7M (-$277.9K)
Filed 2026-11-03
Eukles Asset Management
INCREASED
Shares7,373 from 6,283
Change+1,090 (+17%)
Value$2.6M (+$156.2K)
Filed 2026-11-04
Chemung Canal Trust Co
UNCHANGED
Shares7,299 from 7,299
Change0 (0%)
Value$2.6M (-$270.5K)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED
Shares7,020 from 7,101
Change-81 (-1%)
Value$2.5M (-$291.8K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares6,886 from 6,927
Change-41 (-1%)
Value$2.5M (-$271.3K)
Filed 2026-11-04
Luts & Greenleigh Group, Inc.
DECREASED
Shares6,794 from 6,851
Change-57 (-1%)
Value$2.4M (-$274.2K)
Filed 2026-11-05
jvl associates llc
UNCHANGED
Shares6,784 from 6,784
Change0 (0%)
Value$2.4M (-$251.4K)
Filed 2026-10-09
Equitable Trust Co
INCREASED
Shares6,702 from 6,481
Change+221 (+3%)
Value$2.4M (-$161.3K)
Filed 2026-10-13
Kelsey Financial, LLC
DECREASED
Shares6,538 from 7,178
Change-640 (-9%)
Value$2.3M (-$494.4K)
Filed 2026-10-28
Steel Grove Capital Advisors, LLC
INCREASED
Shares6,464 from 5,578
Change+886 (+16%)
Value$2.3M (+$109.5K)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares6,456 from 6,685
Change-229 (-3%)
Value$2.3M (-$329.5K)
Filed 2026-11-04
Sonata Capital Group Inc
INCREASED
Shares6,294 from 6,281
Change+13 (+0%)
Value$2.2M (-$227.9K)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares6,223 from 6,229
Change-6 (0%)
Value$2.2M (-$231.0K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares5,998 from 5,998
Change0 (0%)
Value$2.1M (-$222.3K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares5,913 from 5,432
Change+481 (+9%)
Value$2.1M (-$29.6K)
Filed 2026-10-14
Fifth Third Wealth Advisors LLC
DECREASED
Shares5,895 from 5,909
Change-14 (0%)
Value$2.1M (-$224.0K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares5,497 from 5,497
Change0 (0%)
Value$2.0M (-$204.0K)
Filed 2026-10-16
Eagle Strategies LLC
INCREASED
Shares5,432 from 5,400
Change+32 (+1%)
Value$1.9M (-$188.6K)
Filed 2026-10-16
Sentinel Advisory Group, LLC
INCREASED
Shares5,407 from 5,349
Change+58 (+1%)
Value$1.9M (-$177.5K)
Filed 2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares5,404 from 5,404
Change0 (0%)
Value$1.9M (-$200.1K)
Filed 2026-10-15
Highland Capital Management, LLC
UNCHANGED
Shares5,367 from 5,367
Change0 (0%)
Value$1.9M (-$198.9K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
INCREASED
Shares5,342 from 5,136
Change+206 (+4%)
Value$1.9M (-$116.6K)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares5,294 from 5,452
Change-158 (-3%)
Value$1.9M (-$260.5K)
Filed 2026-10-23
Sterling Capital Management LLC
INCREASED
Shares5,287 from 5,074
Change+213 (+4%)
Value$1.9M (-$112.0K)
Filed 2026-10-22
TritonPoint Partners, LLC
DECREASED
Shares5,259 from 17,477
Change-12,218 (-70%)
Value$1.9M (-$5.0M)
Filed 2026-11-05
NBT Bank, N.A.
INCREASED
Shares5,241 from 4,162
Change+1,079 (+26%)
Value$1.9M (+$230.9K)
Filed 2026-10-21
Meridian Wealth Management, LLC
DECREASED
Shares5,228 from 5,323
Change-95 (-2%)
Value$1.9M (-$231.0K)
Filed 2026-11-05
Stronghold Wealth Management L.L.C.
DECREASED
Shares5,205 from 5,449
Change-244 (-4%)
Value$1.9M (-$289.0K)
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares5,197 from 4,856
Change+341 (+7%)
Value$1.9M (-$58.3K)
Filed 2026-10-28
Decision Investments, Inc
DECREASED
Shares5,194 from 5,239
Change-45 (-1%)
Value$1.9M (-$210.2K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
DECREASED
Shares5,166 from 5,967
Change-801 (-13%)
Value$1.8M (-$506.8K)
Filed 2026-10-16
Connecticut Wealth Management, LLC
INCREASED
Shares4,884 from 4,863
Change+21 (+0%)
Value$1.7M (-$172.6K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares4,861 from 4,886
Change-25 (-1%)
Value$1.7M (-$189.6K)
Filed 2026-11-05
Lewis Asset Management, LLC
UNCHANGED
Shares4,801 from 4,801
Change0 (0%)
Value$1.7M (-$177.9K)
Filed 2026-10-14
Ironwood Financial, llc
DECREASED
Shares4,797 from 4,852
Change-55 (-1%)
Value$1.7M (-$126.7K)
Filed 2026-10-20
Shakespeare Wealth Management, LLC
DECREASED
Shares4,787 from 5,194
Change-407 (-8%)
Value$1.7M (-$337.7K)
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED
Shares4,779 from 4,842
Change-63 (-1%)
Value$1.7M (-$201.9K)
Filed 2026-10-16
Tranquility Partners, LLC
DECREASED
Shares4,733 from 4,860
Change-127 (-3%)
Value$1.7M (-$225.8K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares4,728 from 14,153
Change-9,425 (-67%)
Value$1.7M (-$3.9M)
Filed 2026-10-21
Trust Point Inc.
DECREASED
Shares4,721 from 4,724
Change-3 (0%)
Value$1.7M (-$176.1K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares4,712 from 4,693
Change+19 (+0%)
Value$1.7M (-$167.4K)
Filed 2026-11-05
Appleton Partners Inc
UNCHANGED
Shares4,619 from 4,619
Change0 (0%)
Value$1.6K (-$1.8M)
Filed 2026-10-30
Curated Wealth Partners LLC
INCREASED
Shares4,582 from 4,189
Change+393 (+9%)
Value$1.6M (-$14.9K)
Filed 2026-10-15
Affinity Capital Advisors, LLC
DECREASED
Shares4,568 from 4,668
Change-100 (-2%)
Value$1.6M (-$190.7K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares4,471 from 3,780
Change+691 (+18%)
Value$1.6M (+$106.4K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares4,447 from 3,008
Change+1,439 (+48%)
Value$1.6M (+$402.1K)
Filed 2026-10-22
Friday Financial
INCREASED
Shares4,407 from 2,804
Change+1,603 (+57%)
Value$1.6M (+$494.6K)
Filed 2026-10-09
Lighthouse Financial LLC
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$1.6M (-$161.6K)
Filed 2026-10-23
Chicago Capital, LLC
DECREASED
Shares4,346 from 4,469
Change-123 (-3%)
Value$1.6M (-$209.3K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares4,325 from 4,056
Change+269 (+7%)
Value$1.5M (-$54.5K)
Filed 2026-10-23
SilverOak Wealth Management LLC
UNCHANGED
Shares4,308 from 4,308
Change0 (0%)
Value$1.5M (-$159.6K)
Filed 2026-10-29
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares4,281 from 4,348
Change-67 (-2%)
Value$1.5M (-$185.0K)
Filed 2026-10-16
Krilogy Financial LLC
DECREASED
Shares4,268 from 4,951
Change-683 (-14%)
Value$1.5M (-$440.7K)
Filed 2026-10-13
Chatham Capital Group, Inc.
DECREASED
Shares4,260 from 4,360
Change-100 (-2%)
Value$1.5M (-$197.3K)
Filed 2026-10-16
Integrated Advisors Network LLC
DECREASED
Shares4,181 from 4,201
Change-20 (0%)
Value$1.5M (-$162.8K)
Filed 2026-10-20
Armstrong, Fleming & Moore, Inc
DECREASED
Shares4,168 from 4,272
Change-104 (-2%)
Value$1.5M (-$195.4K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares4,124 from 2,242
Change+1,882 (+84%)
Value$1.5M (+$588.4K)
Filed 2026-10-29
Davidson Trust Co
INCREASED
Shares4,066 from 3,928
Change+138 (+4%)
Value$1.5M (-$96.7K)
Filed 2026-10-09
Atria Investments, Inc
DECREASED
Shares4,060 from 5,498
Change-1,438 (-26%)
Value$1.4M (-$716.8K)
Filed 2026-10-15
Foundation Wealth Management, Llc\pa
DECREASED
Shares4,018 from 4,786
Change-768 (-16%)
Value$1.4M (-$451.5K)
Filed 2026-10-14
Fortitude Family Office, LLC
UNCHANGED
Shares3,995 from 3,995
Change0 (0%)
Value$1.4M (-$148.1K)
Filed 2026-10-14
Allstreet Capital Advisors LLC
INCREASED
Shares3,931 from 3,886
Change+45 (+1%)
Value$1.4M (-$127.9K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares3,889 from 3,817
Change+72 (+2%)
Value$1.4M (-$115.8K)
Filed 2026-10-16
Frederick Financial Consultants, LLC
INCREASED
Shares3,875 from 3,835
Change+40 (+1%)
Value$1.4M (-$128.0K)
Filed 2026-10-29
MMA Asset Management LLC
DECREASED
Shares3,847 from 3,891
Change-44 (-1%)
Value$1.4M (-$159.9K)
Filed 2026-11-02
Veery Capital, LLC
DECREASED
Shares3,843 from 4,012
Change-169 (-4%)
Value$1.4M (-$208.9K)
Filed 2026-10-07
OpenArc Corporate Advisory, LLC
INCREASED
Shares3,802 from 3,466
Change+336 (+10%)
Value$1.4M (-$8.4K)
Filed 2026-10-21
Intrua Financial, LLC
DECREASED
Shares3,801 from 3,905
Change-104 (-3%)
Value$1.4M (-$181.8K)
Filed 2026-10-28
Lanark Financial, Inc.
INCREASED
Shares3,552 from 3,408
Change+144 (+4%)
Value$1.3M (-$74.9K)
Filed 2026-10-26
Riversedge Advisors, LLC
DECREASED
Shares3,544 from 3,558
Change-14 (0%)
Value$1.3M (-$136.9K)
Filed 2026-10-09
Davenport & Co LLC
INCREASED
Shares3,542 from 3,123
Change+419 (+13%)
Value$1.3M (+$33.8K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares3,531 from 3,531
Change0 (0%)
Value$1.4M ($0)
Filed 2026-11-05
OAK Ridge Investments LLC
NEW
Shares3,521
Change+3,521
Value$1.3M
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares3,517 from 3,431
Change+86 (+3%)
Value$1.3M (-$96.8K)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares3,512 from 1,667
Change+1,845 (+111%)
Value$1.2M (+$605.3K)
Filed 2026-10-08
TD Private Client Wealth LLC
INCREASED
Shares3,510 from 3,494
Change+16 (+0%)
Value$1.3M (-$123.8K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares3,470 from 3,470
Change0 (0%)
Value$1.2M (-$128.5K)
Filed 2026-10-26
Guidance Point Advisors, LLC
DECREASED
Shares3,433 from 3,441
Change-8 (0%)
Value$1.2M (-$131.8K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares3,423 from 3,433
Change-10 (0%)
Value$1.2M (-$130.7K)
Filed 2026-11-02
McAdam, LLC
DECREASED
Shares3,409 from 3,688
Change-279 (-8%)
Value$1.2M (-$236.4K)
Filed 2026-10-21
Keudell ison Wealth Management
UNCHANGED
Shares3,399 from 3,399
Change0 (0%)
Value$1.2M (-$126.0K)
Filed 2026-10-16
Townsend Asset Management Corp
INCREASED
Shares3,384 from 3,380
Change+4 (+0%)
Value$1.2M (-$123.9K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3,308 from 3,348
Change-40 (-1%)
Value$1.2M (-$138.4K)
Filed 2026-10-23
Sowell Financial Services LLC
DECREASED
Shares3,268 from 4,527
Change-1,259 (-28%)
Value$1.2M (-$617.1K)
Filed 2026-10-23
First National Bank Sioux Falls
INCREASED
Shares3,259 from 3,159
Change+100 (+3%)
Value$1.2M (+$61.7K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares3,244 from 3,215
Change+29 (+1%)
Value$1.2M (-$108.6K)
Filed 2026-10-29
Canandaigua National Bank & Trust Co
UNCHANGED
Shares3,219 from 3,219
Change0 (0%)
Value$1.1M (-$119.3K)
Filed 2026-10-07
Acima Private Wealth, LLC
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$1.1M (-$117.5K)
Filed 2026-10-05
Old National Bancorp
UNCHANGED
Shares3,163 from 3,163
Change0 (0%)
Value$1.1M (-$117.2K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares3,160 from 3,155
Change+5 (+0%)
Value$1.1M (-$115.1K)
Filed 2026-10-13
First Business Financial Services, Inc.
UNCHANGED
Shares3,132 from 3,132
Change0 (0%)
Value$1.1M (-$116.1K)
Filed 2026-10-29
First Bancorp, Inc
UNCHANGED
Shares3,110 from 3,110
Change0 (0%)
Value$1.1M (-$115.3K)
Filed 2026-10-26
Allegheny Financial Group
DECREASED
Shares3,088 from 3,128
Change-40 (-1%)
Value$1.1M (-$130.2K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares3,072 from 3,847
Change-775 (-20%)
Value$1.1M (-$419.0K)
Filed 2026-10-22
Congress Asset Management Co
DECREASED
Shares3,047 from 5,051
Change-2,004 (-40%)
Value$1.1M (-$902.4K)
Filed 2026-10-06
Renasant Bank
UNCHANGED
Shares2,974 from 2,974
Change0 (0%)
Value$1.1M (-$110.2K)
Filed 2026-11-05
Prosperity Planning, Inc.
DECREASED
Shares2,966 from 3,006
Change-40 (-1%)
Value$1.1M (-$125.7K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
INCREASED
Shares2,960 from 2,918
Change+42 (+1%)
Value$1.1M (-$93.1K)
Filed 2026-11-03
Eastern Bank
DECREASED
Shares2,950 from 3,020
Change-70 (-2%)
Value$1.1M (-$136.9K)
Filed 2026-10-05
Fiduciary Alliance LLC
DECREASED
Shares2,892 from 3,105
Change-213 (-7%)
Value$1.0M (-$191.1K)
Filed 2026-10-13
Madrid Wealth Management, LLC
INCREASED
Shares2,869 from 2,367
Change+502 (+21%)
Value$1.0M (+$91.2K)
Filed 2026-10-23
Garde Capital, Inc.
DECREASED
Shares2,841 from 2,853
Change-12 (0%)
Value$1.0M (-$110.0K)
Filed 2026-10-29
Diversified Management Inc
INCREASED
Shares2,829 from 2,778
Change+51 (+2%)
Value$1.0M (-$84.7K)
Filed 2026-10-08
Intergy Private Wealth, LLC
UNCHANGED
Shares2,811 from 2,811
Change0 (0%)
Value$1.0M (-$104.2K)
Filed 2026-10-16
Mesirow Financial Investment Management, Inc.
INCREASED
Shares2,805 from 2,655
Change+150 (+6%)
Value$1.0M (-$44.6K)
Filed 2026-11-05
Bishop & Co Investment Management, LLC
DECREASED
Shares2,785 from 2,931
Change-146 (-5%)
Value$994.0K (-$160.7K)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares2,783 from 3,747
Change-964 (-26%)
Value$993.3K (-$482.9K)
Filed 2026-11-04
Essex Investment Management Co LLC
DECREASED
Shares2,754 from 7,212
Change-4,458 (-62%)
Value$982.9K (-$1.9M)
Filed 2026-10-19
Glenview Trust Co
DECREASED
Shares2,684 from 2,742
Change-58 (-2%)
Value$957.9K (-$122.3K)
Filed 2026-10-28
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares2,665 from 2,665
Change0 (0%)
Value$951.1K (-$91.1K)
Filed 2026-10-09
American State Bank (Iowa)
INCREASED
Shares2,638 from 2,448
Change+190 (+8%)
Value$941.5K (-$22.9K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares2,637 from 2,835
Change-198 (-7%)
Value$941.2K (-$175.5K)
Filed 2026-10-15
Heritage Investors Management Corp
DECREASED
Shares2,633 from 2,643
Change-10 (0%)
Value$940 (-$1.0M)
Filed 2026-10-29
Accredited Investors Inc.
UNCHANGED
Shares2,606 from 2,606
Change0 (0%)
Value$930.1K (-$96.6K)
Filed 2026-11-03
Verus Capital Partners, LLC
INCREASED
Shares2,575 from 2,496
Change+79 (+3%)
Value$919.0K (-$64.2K)
Filed 2026-11-03
Gables Capital Management Inc.
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$919.0K (-$95.4K)
Filed 2026-11-04
Venture Visionary Partners LLC
UNCHANGED
Shares2,568 from 2,568
Change0 (0%)
Value$916.7K (-$95.2K)
Filed 2026-10-07
WealthPlan Investment Management, LLC
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$908.7K (-$94.4K)
Filed 2026-10-15
Heck Capital Advisors, LLC
DECREASED
Shares2,542 from 5,535
Change-2,993 (-54%)
Value$907.1K (-$1.3M)
Filed 2026-10-14
Crestwood Advisors Group, LLC
DECREASED
Shares2,535 from 3,224
Change-689 (-21%)
Value$904.7K (-$365.4K)
Filed 2026-10-27
Brown Wealth Management, LLC
DECREASED
Shares2,480 from 2,481
Change-1 (0%)
Value$885.2K (-$92.3K)
Filed 2026-10-20
Fulton Bank, N.A.
INCREASED
Shares2,461 from 2,417
Change+44 (+2%)
Value$878.3K (-$73.9K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares2,460 from 2,459
Change+1 (+0%)
Value$877.9K (-$90.9K)
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares2,435
Change+2,435
Value$849
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares2,425 from 2,298
Change+127 (+6%)
Value$867.8K (-$29.8K)
Filed 2026-10-22
Consilium Wealth Advisory, LLC
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$862.3K (-$89.5K)
Filed 2026-10-14
Investmark Advisory Group LLC
INCREASED
Shares2,409 from 1,631
Change+778 (+48%)
Value$860.2K (+$217.5K)
Filed 2026-10-27
CFG Wealth Management Services, Inc.
DECREASED
Shares2,393 from 2,424
Change-31 (-1%)
Value$855.8K (+$95.2K)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
INCREASED
Shares2,356 from 2,353
Change+3 (+0%)
Value$840.7K (-$86.3K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares2,352 from 2,622
Change-270 (-10%)
Value$839.4K (-$193.4K)
Filed 2026-10-22
ARK & TLK Investments, LLC
UNCHANGED
Shares2,332 from 2,332
Change0 (0%)
Value$832.3K (-$86.4K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
INCREASED
Shares2,309 from 2,306
Change+3 (+0%)
Value$824.0K (-$84.5K)
Filed 2026-10-15
Bell Bank
UNCHANGED
Shares2,288 from 2,288
Change0 (0%)
Value$816.6K (-$84.8K)
Filed 2026-10-21
Sepio Capital, LP
UNCHANGED
Shares2,287 from 2,287
Change0 (0%)
Value$816.2K (-$84.8K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares2,279 from 2,290
Change-11 (0%)
Value$813 (-$901.2K)
Filed 2026-10-26
FC Advisory LLC
DECREASED
Shares2,256 from 2,349
Change-93 (-4%)
Value$805.2K (-$120.2K)
Filed 2026-10-05
SkyOak Wealth, LLC
UNCHANGED
Shares2,229 from 2,229
Change0 (0%)
Value$795.5K (-$82.6K)
Filed 2026-10-28
Kennicott Capital Management LLC
UNCHANGED
Shares2,216 from 2,216
Change0 (0%)
Value$790.9K (-$82.1K)
Filed 2026-10-16
Stordahl Capital Management, Inc.
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$788.5K (-$81.9K)
Filed 2026-10-22
Newton One Investments LLC
DECREASED
Shares2,193 from 2,219
Change-26 (-1%)
Value$782.8K (-$91.5K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares2,187 from 1,497
Change+690 (+46%)
Value$780.5K (+$190.8K)
Filed 2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares2,185 from 2,183
Change+2 (+0%)
Value$779.7K (-$80.4K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares1,990 from 2,371
Change-381 (-16%)
Value$710.2K (-$223.7K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares1,978 from 808
Change+1,170 (+145%)
Value$705.9K (+$387.5K)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares1,978 from 2,057
Change-79 (-4%)
Value$705.9K (-$104.4K)
Filed 2026-11-05
Platform Technology Partners
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$692.4K (-$71.9K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares1,926 from 2,082
Change-156 (-7%)
Value$687.4K (-$132.8K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$685.2K (-$71.2K)
Filed 2026-10-16
Aspiriant, LLC
DECREASED
Shares1,911 from 2,915
Change-1,004 (-34%)
Value$682.0K (-$466.4K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
NEW
Shares1,905
Change+1,905
Value$679.9K
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares1,902 from 2,120
Change-218 (-10%)
Value$678.8K (-$156.4K)
Filed 2026-10-20
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$678 (-$748.3K)
Filed 2026-11-02
Bensler, LLC
INCREASED
Shares1,879 from 1,877
Change+2 (+0%)
Value$670.8K (-$68.9K)
Filed 2026-11-05
NTV Asset Management LLC
UNCHANGED
Shares1,878 from 1,878
Change0 (0%)
Value$670.3K (-$69.6K)
Filed 2026-10-23
Tassel Capital Management, Inc.
INCREASED
Shares1,859 from 1,619
Change+240 (+15%)
Value$663.4K (+$25.7K)
Filed 2026-10-20
Genesee Capital Advisors, LLC
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$656.7K (-$68.2K)
Filed 2026-10-20
Hoxton Planning & Management, LLC
DECREASED
Shares1,838 from 1,865
Change-27 (-1%)
Value$656.1K (-$78.8K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares1,823 from 1,516
Change+307 (+20%)
Value$650.6K (+$53.4K)
Filed 2026-11-05
Verdence Capital Advisors LLC
INCREASED
Shares1,817 from 1,816
Change+1 (+0%)
Value$648.3K (-$67.2K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares1,814 from 1,814
Change0 (0%)
Value$647.4K (-$67.2K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$642.4K (-$66.7K)
Filed 2026-10-15
FSM Wealth Advisors, LLC
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$635.9K (-$72.8K)
Filed 2026-10-27
Anderson Hoagland & Co
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$621.3K (-$83.9K)
Filed 2026-10-23
McGuire Investment Group, LLC
INCREASED
Shares1,783 from 1,768
Change+15 (+1%)
Value$636.4K (-$60.2K)
Filed 2026-10-23
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares1,762 from 1,762
Change0 (0%)
Value$629.0K (-$65.3K)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$619.9K (-$64.4K)
Filed 2026-10-21
Seelaus Asset Management LLC
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$615.8K (-$63.9K)
Filed 2026-10-14
Allen Investment Management, LLC
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$613.9K (-$63.7K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares1,718 from 831
Change+887 (+107%)
Value$613.2K (+$286.0K)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares1,679 from 1,679
Change0 (0%)
Value$599.2K (-$62.2K)
Filed 2026-11-05
United Advisor Group, LLC
DECREASED
Shares1,678 from 1,902
Change-224 (-12%)
Value$598.9K (-$150.4K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$588.1K (-$61.0K)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
INCREASED
Shares1,637 from 821
Change+816 (+99%)
Value$584.4K (+$261.0K)
Filed 2026-10-15
KDK Private Wealth Management, LLC
DECREASED
Shares1,623 from 1,624
Change-1 (0%)
Value$579.3K (-$60.5K)
Filed 2026-11-03
Diversify Advisory Services, LLC
INCREASED
Shares1,614 from 1,574
Change+40 (+3%)
Value$561.2K (-$26.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares1,614 from 1,574
Change+40 (+3%)
Value$561.2K (-$26.8K)
Filed 2026-10-20
Mlp3, LLC
DECREASED
Shares1,599 from 1,614
Change-15 (-1%)
Value$570.6K (-$65.2K)
Filed 2026-10-22
Forum Financial Management, LP
INCREASED
Shares1,592 from 1,584
Change+8 (+1%)
Value$568.2K (-$55.8K)
Filed 2026-10-16
Chapin Davis, Inc.
UNCHANGED
Shares1,578 from 1,578
Change0 (0%)
Value$563.2K (-$58.5K)
Filed 2026-10-09
Univest Financial Corp
DECREASED
Shares1,575 from 1,581
Change-6 (0%)
Value$562.2K (-$60.5K)
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$557.5K (-$57.9K)
Filed 2026-10-29
Diversified Portfolios, Inc.
UNCHANGED
Shares1,543 from 1,543
Change0 (0%)
Value$550.7K (-$57.2K)
Filed 2026-11-04
Accurate Wealth Management, LLC
DECREASED
Shares1,523 from 1,803
Change-280 (-16%)
Value$534.8K (-$158.6K)
Filed 2026-10-20
Curtis Advisory Group, LLC
INCREASED
Shares1,516 from 1,423
Change+93 (+7%)
Value$541.1K (-$19.5K)
Filed 2026-10-28
Key FInancial Inc
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$537.5K (-$55.8K)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
DECREASED
Shares1,504 from 1,510
Change-6 (0%)
Value$536.7K (-$58.1K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,502 from 1,247
Change+255 (+20%)
Value$536.1K (+$44.8K)
Filed 2026-10-27
Sage Capital Management, LLC
INCREASED
Shares1,496 from 1,494
Change+2 (+0%)
Value$534.9K (-$54.9K)
Filed 2026-10-20
True North Advisors, LLC
UNCHANGED
Shares1,491 from 1,491
Change0 (0%)
Value$532.1K (-$55.3K)
Filed 2026-10-22
LS Investment Advisors, LLC
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$526.4K (-$54.7K)
Filed 2026-10-13
Willner & Heller, LLC
INCREASED
Shares1,460 from 1,459
Change+1 (+0%)
Value$521.2K (-$53.5K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$522.0K (-$52.0K)
Filed 2026-10-30
AdvisorNet Financial, Inc
DECREASED
Shares1,435 from 2,870
Change-1,435 (-50%)
Value$492.0K (-$638.8K)
Filed 2026-10-15
Oakworth Capital, Inc.
DECREASED
Shares1,431 from 1,453
Change-22 (-2%)
Value$510.7K (-$61.6K)
Filed 2026-10-26
Greenleaf Trust
INCREASED
Shares1,430 from 1,320
Change+110 (+8%)
Value$510.4K (-$9.7K)
Filed 2026-10-29
Avaii Wealth Management, LLC
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$516.0K (-$47.4K)
Filed 2026-10-09
Palisade Asset Management, LLC
DECREASED
Shares1,420 from 1,928
Change-508 (-26%)
Value$506.8K (-$252.8K)
Filed 2026-11-03
Eagle Bay Advisors LLC
UNCHANGED
Shares1,388 from 1,388
Change0 (0%)
Value$495.4K (-$51.4K)
Filed 2026-10-16
GC Wealth Management RIA, LLC
DECREASED
Shares1,375 from 2,300
Change-925 (-40%)
Value$490.7K (-$415.4K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
NEW
Shares1,374
Change+1,374
Value$490.5K
Filed 2026-11-05
Armstrong Advisory Group, Inc
DECREASED
Shares1,366 from 1,438
Change-72 (-5%)
Value$487.5K (-$79.0K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
DECREASED
Shares1,357 from 1,369
Change-12 (-1%)
Value$468.7K (-$43.3K)
Filed 2026-10-27
Pegasus Asset Management, Inc.
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$484.3K (-$50.3K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$482.9K (-$50.1K)
Filed 2026-10-23
Citizens National Bank Trust Department
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$478.2K (-$49.7K)
Filed 2026-11-04
Parkshore Wealth Management, Inc.
DECREASED
Shares1,337 from 1,380
Change-43 (-3%)
Value$477.2K (-$66.5K)
Filed 2026-10-13
Orgel Wealth Management, LLC
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$476.1K (-$49.4K)
Filed 2026-10-14
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,332 from 1,330
Change+2 (+0%)
Value$475.1K (-$48.8K)
Filed 2026-11-02
Moneywise, Inc.
NEW
Shares1,319
Change+1,319
Value$470.8K
Filed 2026-10-30
BIP Wealth, LLC
DECREASED
Shares1,316 from 1,326
Change-10 (-1%)
Value$469.7K (-$52.8K)
Filed 2026-10-22
Alpine Bank Wealth Management
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$467.5K (-$48.5K)
Filed 2026-10-16
Penobscot Investment Management Company, Inc.
DECREASED
Shares1,305 from 1,307
Change-2 (0%)
Value$465.8K (-$49.2K)
Filed 2026-10-26
William Allan Corp
INCREASED
Shares1,302 from 1,301
Change+1 (+0%)
Value$464.6K (-$47.8K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$464.0K (-$48.2K)
Filed 2026-10-13
Kanawha Capital Management LLC
UNCHANGED
Shares1,298 from 1,298
Change0 (0%)
Value$463.3K (-$48.1K)
Filed 2026-10-19
TCP Asset Management, LLC
UNCHANGED
Shares1,282 from 1,282
Change0 (0%)
Value$462.6K (-$42.5K)
Filed 2026-10-14
First National Trust Co
INCREASED
Shares1,281 from 1,231
Change+50 (+4%)
Value$457.2K (-$27.8K)
Filed 2026-10-28
Klingman & Associates, LLC
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$456.7K (-$47.4K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares1,279 from 1,282
Change-3 (0%)
Value$456.5K (-$48.6K)
Filed 2026-10-30
Financial Guidance Group, Inc.
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$449.7K (-$46.7K)
Filed 2026-10-21
Trust Co of Vermont
DECREASED
Shares1,257 from 1,273
Change-16 (-1%)
Value$448.6K (-$52.9K)
Filed 2026-10-21
Argentarii, LLC
DECREASED
Shares1,254 from 1,272
Change-18 (-1%)
Value$447.6K (-$47.5K)
Filed 2026-10-28
SBK Financial, Inc.
INCREASED
Shares1,239 from 1,238
Change+1 (+0%)
Value$442.1K (-$45.8K)
Filed 2026-11-02
Hanson & Doremus Investment Management
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$442 (-$487.6K)
Filed 2026-10-16
Roffman Miller Associates Inc
INCREASED
Shares1,238 from 1,236
Change+2 (+0%)
Value$441.7K (-$45.3K)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$438.6K (-$45.5K)
Filed 2026-10-05
HUB Investment Partners, LLC
INCREASED
Shares1,226 from 946
Change+280 (+30%)
Value$437.5K (+$64.8K)
Filed 2026-11-03
Wealth Architects, LLC
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$437.7K (-$45.5K)
Filed 2026-11-03
Invested Advisors
DECREASED
Shares1,218 from 1,278
Change-60 (-5%)
Value$434.7K (-$68.8K)
Filed 2026-10-23
Independence Bank of Kentucky
DECREASED
Shares1,214 from 1,215
Change-1 (0%)
Value$433.3K (-$45.4K)
Filed 2026-10-26
Selective Wealth Management, Inc.
DECREASED
Shares1,200 from 1,202
Change-2 (0%)
Value$417.2K (-$35.6K)
Filed 2026-10-16
Triad Wealth Partners, LLC
DECREASED
Shares1,197 from 1,202
Change-5 (0%)
Value$427.4K (-$27.4K)
Filed 2026-10-26
Keystone Wealth Services, LLC
UNCHANGED
Shares1,197 from 1,197
Change0 (0%)
Value$427.9K (-$43.9K)
Filed 2026-11-03
Gilliland Jeter Wealth Management LLC
INCREASED
Shares1,191 from 1,060
Change+131 (+12%)
Value$425.1K (+$7.5K)
Filed 2026-10-28
Smithbridge Asset Management Inc
INCREASED
Shares1,189 from 1,131
Change+58 (+5%)
Value$424.4K (-$21.2K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares1,187 from 1,185
Change+2 (+0%)
Value$423.8K (-$42.9K)
Filed 2026-11-04
Allodium Investment Consultants, LLC
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$418.3K (-$43.4K)
Filed 2026-10-14
Livet Wealth, LLC
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$417.7K (-$43.2K)
Filed 2026-10-27
Smith Salley Wealth Management
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$408.3K (-$42.4K)
Filed 2026-11-03
Cordatus Wealth Management LLC
DECREASED
Shares1,104 from 1,124
Change-20 (-2%)
Value$394.0K (-$48.8K)
Filed 2026-10-19
Arbor Investment Advisors, LLC
UNCHANGED
Shares1,101 from 1,101
Change0 (0%)
Value$393.1K (-$40.8K)
Filed 2026-10-26
King Luther Capital Management Corp
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$392.6K (-$40.8K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares1,093 from 957
Change+136 (+14%)
Value$390.0K (+$89.7K)
Filed 2026-10-13
Kaizen Financial Strategies
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$383.7K (-$36.8K)
Filed 2026-10-09
Shaker Investments LLC
DECREASED
Shares1,070 from 1,413
Change-343 (-24%)
Value$382.0K (-$174.6K)
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED
Shares1,069 from 1,072
Change-3 (0%)
Value$381.5K (-$40.8K)
Filed 2026-11-03
Mascagni Wealth Management, Inc.
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$380.2K (-$39.4K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$380.1K (-$39.5K)
Filed 2026-11-04
Epiq Partners, LLC
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$375.8K (-$39.0K)
Filed 2026-10-07
Sapient Capital LLC
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$370.8K (-$38.5K)
Filed 2026-10-08
Florida Trust Wealth Management Co
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$367.6K (-$38.2K)
Filed 2026-11-05
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$366.2K (-$38.0K)
Filed 2026-10-30
Associated Banc-Corp
INCREASED
Shares1,015 from 642
Change+373 (+58%)
Value$362.3K (+$109.3K)
Filed 2026-10-30
Avior Wealth Management, LLC
DECREASED
Shares1,011 from 1,020
Change-9 (-1%)
Value$360.9K (-$40.8K)
Filed 2026-10-13
Bangor Savings Bank
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$360.5K (-$37.4K)
Filed 2026-10-06
Csenge Advisory Group
DECREASED
Shares1,009 from 1,104
Change-95 (-9%)
Value$360.1K (-$74.8K)
Filed 2026-11-04
Mezzasalma Advisors, LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$359.8K (-$37.4K)
Filed 2026-10-14
Capital Investment Advisors, LLC
INCREASED
Shares1,006 from 906
Change+100 (+11%)
Value$358.9K (+$2.2K)
Filed 2026-10-22
BridgePort Financial Solutions, LLC
INCREASED
Shares1,001 from 993
Change+8 (+1%)
Value$357.4K (-$34.0K)
Filed 2026-11-02
Embree Financial Group
DECREASED
Shares1,001 from 1,006
Change-5 (0%)
Value$357.3K (-$39.0K)
Filed 2026-10-22
Bridge City Capital, LLC
INCREASED
Shares1,000 from 513
Change+487 (+95%)
Value$356.9K (+$154.8K)
Filed 2026-10-29
Vaughan David Investments LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$357.0K (-$37.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares999 from 985
Change+14 (+1%)
Value$357.2K (-$27.9K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$356.2K (-$37.0K)
Filed 2026-10-27
Sunbeam Capital Management, LLC
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$354.8K (-$36.8K)
Filed 2026-11-05
Navigation Wealth Management, Inc.
INCREASED
Shares989 from 964
Change+25 (+3%)
Value$349.8K (-$30.0K)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
DECREASED
Shares989 from 995
Change-6 (-1%)
Value$353.0K (-$39.0K)
Filed 2026-10-05
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$349.0K (-$37.0K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares976 from 1,010
Change-34 (-3%)
Value$348 (-$397.7K)
Filed 2026-10-22
Moneco Advisors, LLC
INCREASED
Shares976 from 975
Change+1 (+0%)
Value$348.2K (-$36.0K)
Filed 2026-11-05
Linscomb Wealth, Inc.
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$345.8K (-$35.9K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
NEW
Shares968
Change+968
Value$345.5K
Filed 2026-10-21
Central Valley Advisors, LLC
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$345.1K (-$35.8K)
Filed 2026-10-27
Towerpoint Wealth, LLC
DECREASED
Shares964 from 973
Change-9 (-1%)
Value$344.1K (-$39.3K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares956 from 927
Change+29 (+3%)
Value$341.3K (-$24.0K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares936 from 677
Change+259 (+38%)
Value$334.2K (+$69.9K)
Filed 2026-10-13
Aprio Wealth Management, LLC
DECREASED
Shares936 from 941
Change-5 (-1%)
Value$334.0K (-$36.7K)
Filed 2026-10-28
Patriot Investment Management Group, Inc.
DECREASED
Shares935 from 1,125
Change-190 (-17%)
Value$333.7K (-$109.5K)
Filed 2026-10-15
Holland Advisory Services, Inc.
INCREASED
Shares906 from 905
Change+1 (+0%)
Value$323.2K (-$33.2K)
Filed 2026-10-26
Baxter Bros Inc
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$321.2K (-$33.4K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$320.9K (-$33.3K)
Filed 2026-10-14
Opal Wealth Advisors, LLC
INCREASED
Shares890 from 779
Change+111 (+14%)
Value$317.6K (+$10.7K)
Filed 2026-10-16
Greatmark Investment Partners, Inc.
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$317.6K (-$33.0K)
Filed 2026-10-28
Ocean Park Asset Management, LLC
DECREASED
Shares883 from 895
Change-12 (-1%)
Value$315.1K (-$37.5K)
Filed 2026-10-21
Exchange Traded Concepts, LLC
DECREASED
Shares883 from 895
Change-12 (-1%)
Value$315.1K (-$37.5K)
Filed 2026-10-28
Sigma Investment Counselors Inc
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$314.1K (-$32.6K)
Filed 2026-10-27
WBH Advisory Inc
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$310.9K (-$32.3K)
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$311.0K (-$32.3K)
Filed 2026-10-19
Radnor Capital Management, LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$310.5K (-$32.2K)
Filed 2026-10-23
Diversified Enterprises, LLC
INCREASED
Shares867 from 833
Change+34 (+4%)
Value$309.4K (-$18.9K)
Filed 2026-10-19
Rossmore Private Capital
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$308.4K (-$32.0K)
Filed 2026-10-27
Riverbridge Partners LLC
DECREASED
Shares863 from 8,718
Change-7,855 (-90%)
Value$308.0K (-$3.1M)
Filed 2026-11-05
Gryphon Financial Partners LLC
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$304.4K (-$31.6K)
Filed 2026-11-04
Westover Capital Advisors, LLC
DECREASED
Shares850 from 1,000
Change-150 (-15%)
Value$303.4K (-$90.6K)
Filed 2026-10-26
Sunpointe, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$303.4K (-$31.5K)
Filed 2026-10-22
CGN Advisors LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$303.2K (-$31.5K)
Filed 2026-10-21
Certuity, LLC
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$300.3K (-$31.1K)
Filed 2026-11-02
Polaris Investment Advisors, LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$297.3K (-$30.9K)
Filed 2026-10-20
E&G Advisors, LLC
DECREASED
Shares831 from 832
Change-1 (0%)
Value$296.6K (-$31.2K)
Filed 2026-10-13
Greenspring Advisors, LLC
DECREASED
Shares824 from 838
Change-14 (-2%)
Value$294.2K (-$36.1K)
Filed 2026-11-05
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$290.5K (-$30.2K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$289.1K (-$30.0K)
Filed 2026-10-05
Flaharty Asset Management, LLC
DECREASED
Shares808 from 2,296
Change-1,488 (-65%)
Value$291.4K (-$596.8K)
Filed 2026-11-02
Oarsman Capital, Inc.
INCREASED
Shares805 from 615
Change+190 (+31%)
Value$287.3K (+$45.0K)
Filed 2026-11-05
Patten & Patten Inc
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$287.3K (-$29.8K)
Filed 2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$285.5K (-$29.6K)
Filed 2026-10-16
Breachway Investments LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$285.2K (-$29.6K)
Filed 2026-10-19
Aviance Capital Partners, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$282.0K (-$29.3K)
Filed 2026-10-29
Salus Financial Advisors, LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$280.2K (-$29.1K)
Filed 2026-10-20
Angeles Wealth Management, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$278.4K (-$28.9K)
Filed 2026-10-26
Trust Co of the South
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$276.6K (-$28.7K)
Filed 2026-10-21
Leo Wealth, LLC
NEW
Shares767
Change+767
Value$273.6K
Filed 2026-10-26
Compass Ion Advisors, LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$273.2K (-$28.3K)
Filed 2026-10-23
Intelligence Driven Advisers, LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$273.5K (-$28.1K)
Filed 2026-10-09
Sage Financial Group Inc
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$272.3K (-$28.3K)
Filed 2026-10-27
Nations Financial Group Inc,
INCREASED
Shares756 from 736
Change+20 (+3%)
Value$269.8K (-$20.1K)
Filed 2026-11-05
New England Professional Planning Group Inc.
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$265.2K (-$27.5K)
Filed 2026-10-29
Global Wealth Strategies & Associates
DECREASED
Shares730 from 744
Change-14 (-2%)
Value$260.5K (-$32.6K)
Filed 2026-10-02
Legacy Advisors, LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$259.5K (-$26.9K)
Filed 2026-10-19
Topel & Distasi Wealth Management, LLC
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$254.8K (-$26.3K)
Filed 2026-11-05
Asempa Wealth Advisors
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$254.2K (-$25.7K)
Filed 2026-10-07
Cornerstone Planning Group LLC
DECREASED
Shares709 from 730
Change-21 (-3%)
Value$252.8K (-$21.8K)
Filed 2026-10-16
Beacon Financial Advisory LLC
DECREASED
Shares705 from 773
Change-68 (-9%)
Value$251.5K (-$53.1K)
Filed 2026-10-16
Soltis Investment Advisors LLC
INCREASED
Shares704 from 703
Change+1 (+0%)
Value$251.3K (-$25.7K)
Filed 2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$250.9K (-$19.5K)
Filed 2026-10-13
Accelerate Investment Advisors LLC
INCREASED
Shares700 from 694
Change+6 (+1%)
Value$249.8K (-$23.5K)
Filed 2026-11-02
First Merchants Corp
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$249.8K (-$25.9K)
Filed 2026-10-15
Advocate Investing Services LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$249.8K (-$25.9K)
Filed 2026-10-26
JP Wealth Management, Inc.
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$248.8K (-$25.8K)
Filed 2026-10-07
Lake Street Private Wealth, LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$247.7K (-$25.7K)
Filed 2026-10-22
First Nebraska Trust Co
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$245.5K (-$25.5K)
Filed 2026-10-30
Clearwave Capital, LLC
DECREASED
Shares686 from 728
Change-42 (-6%)
Value$244.9K (-$41.8K)
Filed 2026-10-27
Synergy Asset Management, LLC
DECREASED
Shares681 from 689
Change-8 (-1%)
Value$243.0K (-$28.4K)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$243.1K (-$25.2K)
Filed 2026-10-30
TCI Wealth Advisors, Inc.
INCREASED
Shares673 from 513
Change+160 (+31%)
Value$240.2K (+$38.1K)
Filed 2026-10-30
Dynamic Financial Group
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$240.0K (-$24.9K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$238.9K (-$24.8K)
Filed 2026-10-08
Clear Retirement Advice LLC
DECREASED
Shares668 from 699
Change-31 (-4%)
Value$238.4K (-$37.0K)
Filed 2026-10-22
Aaron Wealth Advisors LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$238.1K (-$24.7K)
Filed 2026-10-13
Everhart Financial Group, Inc.
DECREASED
Shares665 from 693
Change-28 (-4%)
Value$237.3K (-$35.7K)
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$236.6K (-$24.6K)
Filed 2026-10-27
Plancorp, LLC
INCREASED
Shares660 from 651
Change+9 (+1%)
Value$232.2K (-$14.6K)
Filed 2026-11-03
Adirondack Trust Co
DECREASED
Shares658 from 697
Change-39 (-6%)
Value$234.8K (-$39.7K)
Filed 2026-10-14
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$233.4K (-$24.2K)
Filed 2026-10-27
Davis Investment Partners, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$232.0K (-$24.1K)
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares636 from 606
Change+30 (+5%)
Value$227.0K (-$11.8K)
Filed 2026-10-09
Center for Financial Planning, Inc.
DECREASED
Shares634 from 675
Change-41 (-6%)
Value$226.3K (-$39.6K)
Filed 2026-10-26
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares630 from 617
Change+13 (+2%)
Value$219.6K (-$12.5K)
Filed 2026-10-21
Trail Ridge Investment Advisors, LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$224.8K (-$23.3K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares629 from 665
Change-36 (-5%)
Value$224.4K (-$37.4K)
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares628 from 523
Change+105 (+20%)
Value$224.1K (+$18.1K)
Filed 2026-11-03
Mindset Wealth Management, LLC
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$223.8K (-$23.2K)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$220.1K (-$22.8K)
Filed 2026-10-21
Financial Perspectives, Inc
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$220.0K (-$22.6K)
Filed 2026-11-03
626 Financial, LLC
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$219.1K (-$22.8K)
Filed 2026-11-04
Facet Wealth, Inc.
NEW
Shares604
Change+604
Value$215.6K
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares604 from 591
Change+13 (+2%)
Value$215.5K (-$17.5K)
Filed 2026-10-22
Essex Bank
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$215.6K (-$22.4K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$213.1K (-$22.1K)
Filed 2026-11-04
Primoris Wealth Advisors, LLC
NEW
Shares596
Change+596
Value$212.7K
Filed 2026-10-28
Procyon Advisors, LLC
INCREASED
Shares591 from 510
Change+81 (+16%)
Value$210.9K (+$10.0K)
Filed 2026-10-21
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$210.2K (-$21.8K)
Filed 2026-10-08
ARS Wealth Advisors Group, LLC
DECREASED
Shares583 from 598
Change-15 (-3%)
Value$208.1K (-$27.5K)
Filed 2026-10-16
Philadelphia Trust Co
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$207.0K (-$21.0K)
Filed 2026-11-05
Sterling Investment Counsel, LLC
DECREASED
Shares578 from 581
Change-3 (-1%)
Value$206.3K (-$22.6K)
Filed 2026-10-19
Black Diamond Financial, LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$203.8K (-$21.2K)
Filed 2026-10-26
Sovran Advisors, LLC
DECREASED
Shares568 from 670
Change-102 (-15%)
Value$204.3K (-$44.7K)
Filed 2026-11-02
Romano Brothers and Company
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$202.0K (-$21.0K)
Filed 2026-10-22
CWC Advisors, Llc.
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$201.3K (-$20.9K)
Filed 2026-10-15
Annex Advisory Services, LLC
INCREASED
Shares563 from 538
Change+25 (+5%)
Value$200.9K (-$11.0K)
Filed 2026-10-16
Obermeyer Wealth Partners
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$200.9K (-$20.9K)
Filed 2026-10-21
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$198.8K (-$20.6K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$191.3K (-$19.9K)
Filed 2026-10-07
Manchester Capital Management LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$184.9K (-$19.2K)
Filed 2026-10-22
Evermay Wealth Management LLC
DECREASED
Shares509 from 687
Change-178 (-26%)
Value$181.7K (-$89.0K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares508 from 29,733
Change-29,225 (-98%)
Value$181.3K (-$11.5M)
Filed 2026-11-04
Miller Global Investments, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$178.5K (-$18.5K)
Filed 2026-10-02
Capital Advisors, Ltd. LLC
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$178 (-$18)
Filed 2026-10-27
First United Bank & Trust
DECREASED
Shares490 from 505
Change-15 (-3%)
Value$174.9K (-$24.1K)
Filed 2026-10-22
Edgemoor Investment Advisors, Inc.
NEW
Shares465
Change+465
Value$166.0K
Filed 2026-11-03
Milestone Investment Advisors LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$163.2K (-$16.9K)
Filed 2026-11-05
Union Savings Bank
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$161.0K (-$16.7K)
Filed 2026-10-14
McCarley & Cook Financial Planners
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$155.6K (-$16.2K)
Filed 2026-10-21
Central Trust Co
INCREASED
Shares434 from 392
Change+42 (+11%)
Value$154.9K (+$462)
Filed 2026-11-05
Phillips Financial Management, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$153.5K (-$15.9K)
Filed 2026-10-19
Grove Bank & Trust
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$152.4K (-$15.8K)
Filed 2026-10-08
Arcadia Investment Advisors LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$149.5K (-$15.5K)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares393 from 355
Change+38 (+11%)
Value$140.3K (+$406)
Filed 2026-11-04
Peachtree Investment Partners, LLC
DECREASED
Shares388 from 428
Change-40 (-9%)
Value$138.6K (-$30.0K)
Filed 2026-11-05
NBH Bank
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$137.4K (-$14.3K)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares366
Change+366
Value$130.8K
Filed 2026-11-05
United Community Bank
DECREASED
Shares362 from 387
Change-25 (-6%)
Value$129.2K (-$23.3K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares348
Change+348
Value$124.2K
Filed 2026-10-21
Trust Co
INCREASED
Shares345 from 344
Change+1 (+0%)
Value$123.2K (-$12.3K)
Filed 2026-10-09
Armor Investment Advisors, LLC
DECREASED
Shares340 from 484
Change-144 (-30%)
Value$121.3K (-$69.3K)
Filed 2026-10-27
Signaturefd, LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$114.4K (-$11.9K)
Filed 2026-10-23
SYM Financial Corp
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$113.5K (-$11.8K)
Filed 2026-10-26
Trust Co of Toledo NA
INCREASED
Shares313 from 301
Change+12 (+4%)
Value$111.7K (-$6.9K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$111.7K (-$11.6K)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares309 from 325
Change-16 (-5%)
Value$110 (-$127.9K)
Filed 2026-10-14
MB, Levis & Associates, LLC
DECREASED
Shares307 from 326
Change-19 (-6%)
Value$109.7K (-$18.7K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$108.1K (-$11.2K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares268
Change+268
Value$95.6K
Filed 2026-10-19
Ashton Thomas Securities, LLC
NEW
Shares259
Change+259
Value$92.4K
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares255 from 350
Change-95 (-27%)
Value$91 (-$137.9K)
Filed 2026-10-23
Winthrop Capital Management, LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$91.0K (-$9.0K)
Filed 2026-11-05
Sage Mountain Advisors LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$90.3K (-$9.4K)
Filed 2026-11-02
J.Safra Asset Management Corp
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$89.2K (-$9.3K)
Filed 2026-11-03
Clayton Financial Group LLC
NEW
Shares242
Change+242
Value$86.4K
Filed 2026-10-13
Community Financial Services Group, LLC
NEW
Shares225
Change+225
Value$80.5K
Filed 2026-10-15
West Paces Advisors Inc.
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$77.1K (-$8.0K)
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares209 from 184
Change+25 (+14%)
Value$74.6K (+$2.1K)
Filed 2026-11-05
City State Bank
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$73.9K (-$7.7K)
Filed 2026-10-20
Realta Investment Advisors
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$71.4K (-$7.4K)
Filed 2026-10-14
General Partner, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$71.4K (-$7.4K)
Filed 2026-10-05
Key Capital Management, Inc
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$70.7K (-$7.3K)
Filed 2026-11-03
CX Institutional
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$66 (-$7)
Filed 2026-10-02
Dorato Capital Management
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$65.4K (-$5.4K)
Filed 2026-10-08
Gamma Investing LLC
DECREASED
Shares178 from 188
Change-10 (-5%)
Value$63.5K (-$10.5K)
Filed 2026-10-08
SRH Advisors, LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$60.3K (-$6.3K)
Filed 2026-10-22
Madden Securities Corp
NEW
Shares165
Change+165
Value$58.9K
Filed 2026-10-27
Gleason Group, Inc.
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$55.9K (-$5.7K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$55.5K (-$5.2K)
Filed 2026-10-16
First Command Advisory Services, Inc.
INCREASED
Shares147 from 95
Change+52 (+55%)
Value$52.5K (+$15.0K)
Filed 2026-11-05
Signature Equity Partners, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$52.0K (-$5.3K)
Filed 2026-10-29
Syntax Research, Inc.
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$52.1K (-$5.4K)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$50.0K (-$5.2K)
Filed 2026-10-27
Hurley Capital, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$48.4K (-$5.0K)
Filed 2026-11-05
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$47.1K (-$4.9K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares128 from 138
Change-10 (-7%)
Value$45.7K (-$8.7K)
Filed 2026-10-08
Asset Dedication, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$45.3K (-$4.7K)
Filed 2026-11-03
Retirement Wealth Solutions LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$41.0K (-$4.3K)
Filed 2026-10-07
Harbor Asset Planning, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$40.5K (-$4.2K)
Filed 2026-10-23
Arlington Trust Co LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$40.0K (-$4.2K)
Filed 2026-10-20
Bear Mountain Capital, Inc.
INCREASED
Shares108 from 91
Change+17 (+19%)
Value$36.6K (+$1.8K)
Filed 2026-11-04
Ascentis Independent Advisors
INCREASED
Shares102 from 2
Change+100 (+5000%)
Value$36.6K (+$35.8K)
Filed 2026-11-03
Coastline Trust Co
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$36.0K (-$3.7K)
Filed 2026-10-01
Pinnacle Bancorp, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$35.7K (-$3.7K)
Filed 2026-10-21
Kingdom Financial Group Llc.
NEW
Shares95
Change+95
Value$33.9K
Filed 2026-11-04
EPG Wealth Management LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$33.2K (-$3.4K)
Filed 2026-11-03
Pflug Koory, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$32.1K (-$3.3K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
NEW
Shares89
Change+89
Value$31.8K
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$30.7K (-$3.2K)
Filed 2026-11-04
Insight Inv LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$29.3K (-$3.0K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
INCREASED
Shares81 from 66
Change+15 (+23%)
Value$28.9K (+$2.9K)
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$28.9K (-$3.0K)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares79
Change+79
Value$28.2K
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$26.8K (-$2.8K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$23.4K (-$2.4K)
Filed 2026-11-02
WPG Advisers, LLC
DECREASED
Shares62 from 65
Change-3 (-5%)
Value$22.1K (-$3.5K)
Filed 2026-10-27
Cornerstone National Bank & Trust Co
NEW
Shares60
Change+60
Value$21.5K
Filed 2026-10-20
KFG LLC
NEW
Shares59
Change+59
Value$21.1K
Filed 2026-11-02
Gen-Wealth Partners Inc
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$18.2K (-$1.9K)
Filed 2026-11-04
Northstar Asset Management Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$17.5K (-$986)
Filed 2026-10-22
Signature Resources Capital Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$17.8K (-$1.9K)
Filed 2026-10-16
Jnba Financial Advisors
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$18.0K (-$1.9K)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$16.4K (-$1.6K)
Filed 2026-10-29
Richardson Financial Services Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$15.7K (-$1.6K)
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$15.3K (-$1.6K)
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$15.0K (+$15.0K)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$13.9K (-$1.4K)
Filed 2026-10-20
Bullock Wealth Management Group
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$11.8K (-$1.1K)
Filed 2026-10-09
Sima Wealth Partners, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$11.8K (-$1.2K)
Filed 2026-10-19
Evolution Wealth Management Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$10.4K (-$1.1K)
Filed 2026-10-28
Essential Investment Partners LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$8.9K (-$926)
Filed 2026-10-27
Richardson Capital Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$8.9K (-$926)
Filed 2026-10-23
Marquette Asset Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$8.9K (-$926)
Filed 2026-10-09
Ares Financial Consulting, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$8.2K (-$845)
Filed 2026-10-19
Valued Wealth Advisors LLC
NEW
Shares22
Change+22
Value$7.9K
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares21
Change+21
Value$7.3K
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.5K (-$779)
Filed 2026-10-14
RMG Wealth Management LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.3K (-$977)
Filed 2026-10-26
Biltmore Family Office, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$7.1K (-$741)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$7.1K (-$742)
Filed 2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$7.1K (-$741)
Filed 2026-10-15
Mascoma Wealth Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.7K (-$593)
Filed 2026-10-23
IFS Advisors, LLC
NEW
Shares13
Change+13
Value$4.6K
Filed 2026-10-14
Godsey & Gibb, Inc
NEW
Shares13
Change+13
Value$4.6K
Filed 2026-10-14
Tounjian Advisory Partners, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.8K (-$490)
Filed 2026-11-04
Go Invest LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.2K (-$430)
Filed 2026-10-09
GGM Financial LLC
INCREASED
Shares10 from 2
Change+8 (+400%)
Value$3.6K (+$2.8K)
Filed 2026-11-05
Nfsg Corp
DECREASED
Shares8 from 10
Change-2 (-20%)
Value$3.0K (-$1.1K)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.9K (-$299)
Filed 2026-10-16
TFC Financial Management, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.5K (-$259)
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares4
Change+4
Value$1.4K
Filed 2026-11-02
Breakwater Investment Management
DECREASED
Shares4 from 20
Change-16 (-80%)
Value$1.4K (-$6.5K)
Filed 2026-10-20
Compass Financial Management LLC
DECREASED
Shares3 from 21
Change-18 (-86%)
Value$1.1K (-$7.2K)
Filed 2026-10-30
Toth Financial Advisory Corp
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.1K (-$110)
Filed 2026-10-08
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$714 (-$74)
Filed 2026-10-15
Ascentis Wealth Management, LLC
NEW
Shares1
Change+1
Value$356
Filed 2026-11-03
Nova Financial LLC
NEW
Shares1
Change+1
Value$357
Filed 2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$357 (-$37)
Filed 2026-10-23
Downshift Financial, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$357 (-$37)
Filed 2026-10-13
Monument Capital Management
CLOSED
Shares0 from 19,586
Change-19,586 (-100%)
Value$0 (-$7.7M)
Filed 2026-10-09
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 5,427
Change-5,427 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-28
Indivisible Partners
CLOSED
Shares0 from 896
Change-896 (-100%)
Value$0 (-$352.8K)
Filed 2026-10-26
TBH Global Asset Management, LLC
CLOSED
Shares0 from 845
Change-845 (-100%)
Value$0 (-$332.9K)
Filed 2026-11-03
Roof Eidam Maycock Peralta, LLC
CLOSED
Shares0 from 829
Change-829 (-100%)
Value$0 (-$326.6K)
Filed 2026-10-15
BLB&B Advisors, LLC
CLOSED
Shares0 from 681
Change-681 (-100%)
Value$0 (-$268.3K)
Filed 2026-10-27
Ellis Investment Partners, LLC
CLOSED
Shares0 from 620
Change-620 (-100%)
Value$0 (-$244.6K)
Filed 2026-10-21
Clientfirst Wealth Management, LLC
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$232.8K)
Filed 2026-11-04
Family Investment Center, Inc.
CLOSED
Shares0 from 559
Change-559 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-19
Magnus Financial Group LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$218.5K)
Filed 2026-10-21
Wealth Dimensions Group, Ltd.
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$216.7K)
Filed 2026-11-02
Saxon Interests, Inc.
CLOSED
Shares0 from 549
Change-549 (-100%)
Value$0 (-$216.3K)
Filed 2026-10-26
Anchor Capital Advisors LLC
CLOSED
Shares0 from 544
Change-544 (-100%)
Value$0 (-$214.3K)
Filed 2026-11-05
Flagship Private Wealth, LLC
CLOSED
Shares0 from 543
Change-543 (-100%)
Value$0 (-$214.0K)
Filed 2026-11-05
Tanager Wealth Management LLP
CLOSED
Shares0 from 540
Change-540 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-19
Traynor Capital Management, Inc.
CLOSED
Shares0 from 537
Change-537 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-29
Beverly Hills Private Wealth, LLC
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$208.8K)
Filed 2026-11-04
O'Connor Financial Group LLC
CLOSED
Shares0 from 521
Change-521 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-26
PVG Asset Management Corp
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 517
Change-517 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-13
Atticus Wealth Management, LLC
CLOSED
Shares0 from 516
Change-516 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 513
Change-513 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-27
MRA Advisory Group
CLOSED
Shares0 from 508
Change-508 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-07
MCF Advisors LLC
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$78.4K)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$59.1K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$29.9K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$28.0K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$20.9K)
Filed 2026-10-13
Hoese & Co LLP
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$14.6K)
Filed 2026-10-21
Salem Investment Counselors Inc
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$14.6K)
Filed 2026-10-13
Concord Wealth Partners
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$12.8K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-26
Clean Yield Group
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-26
Mcdonald Partners LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-03
Chilton Capital Management LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$788)
Filed 2026-10-28
Raleigh Capital Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$27)
Filed 2026-10-28
Bank of America Corp
N/A
Shares— from 3,483,298
Change-3,483,298 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,328,293
Change-2,328,293 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,080,233
Change-1,080,233 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 965,896
Change-965,896 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 704,958
Change-704,958 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 598,485
Change-598,485 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 592,625
Change-592,625 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 546,451
Change-546,451 (-100%)
Value—
FMR LLC
N/A
Shares— from 531,617
Change-531,617 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 513,500
Change-513,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 511,151
Change-511,151 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 468,427
Change-468,427 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 446,583
Change-446,583 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 433,927
Change-433,927 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 412,943
Change-412,943 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 397,150
Change-397,150 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 344,603
Change-344,603 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 340,110
Change-340,110 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 328,945
Change-328,945 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 232,731
Change-232,731 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 223,223
Change-223,223 (-100%)
Value—
Commerce Bank
N/A
Shares— from 216,194
Change-216,194 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 161,029
Change-161,029 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 159,552
Change-159,552 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 159,500
Change-159,500 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 157,199
Change-157,199 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 135,926
Change-135,926 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 133,779
Change-133,779 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 131,388
Change-131,388 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 130,483
Change-130,483 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 116,668
Change-116,668 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 112,606
Change-112,606 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 103,431
Change-103,431 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 101,157
Change-101,157 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 97,455
Change-97,455 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 87,193
Change-87,193 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 86,150
Change-86,150 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 81,647
Change-81,647 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 80,572
Change-80,572 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 79,296
Change-79,296 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 78,206
Change-78,206 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 77,728
Change-77,728 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 73,549
Change-73,549 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 70,478
Change-70,478 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 69,634
Change-69,634 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 63,786
Change-63,786 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 61,560
Change-61,560 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 58,463
Change-58,463 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 56,396
Change-56,396 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 52,508
Change-52,508 (-100%)
Value—
Barclays PLC
N/A
Shares— from 51,002
Change-51,002 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 48,319
Change-48,319 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 46,400
Change-46,400 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 46,291
Change-46,291 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 45,510
Change-45,510 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 45,212
Change-45,212 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 42,676
Change-42,676 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 42,656
Change-42,656 (-100%)
Value—
Blair William & Co
N/A
Shares— from 41,456
Change-41,456 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 39,839
Change-39,839 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 39,455
Change-39,455 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 39,437
Change-39,437 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 38,920
Change-38,920 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 37,162
Change-37,162 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 37,120
Change-37,120 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 37,077
Change-37,077 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 36,502
Change-36,502 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 34,294
Change-34,294 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 33,503
Change-33,503 (-100%)
Value—
Stephens Inc
N/A
Shares— from 33,085
Change-33,085 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 32,384
Change-32,384 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,965
Change-29,965 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,805
Change-28,805 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 27,246
Change-27,246 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,386
Change-26,386 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 26,096
Change-26,096 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 25,925
Change-25,925 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 25,920
Change-25,920 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 25,574
Change-25,574 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 25,117
Change-25,117 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 24,326
Change-24,326 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 24,154
Change-24,154 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 24,001
Change-24,001 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 23,443
Change-23,443 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 23,358
Change-23,358 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 23,276
Change-23,276 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 22,645
Change-22,645 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,518
Change-20,518 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 20,110
Change-20,110 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 19,973
Change-19,973 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,078
Change-19,078 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 18,757
Change-18,757 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 18,379
Change-18,379 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,873
Change-17,873 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 16,813
Change-16,813 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,709
Change-16,709 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 16,622
Change-16,622 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 16,509
Change-16,509 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 16,496
Change-16,496 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 14,965
Change-14,965 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,419
Change-14,419 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 14,120
Change-14,120 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 13,811
Change-13,811 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 13,732
Change-13,732 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 13,472
Change-13,472 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 13,458
Change-13,458 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 13,453
Change-13,453 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,236
Change-13,236 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,135
Change-13,135 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 12,209
Change-12,209 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,194
Change-12,194 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 12,133
Change-12,133 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 11,774
Change-11,774 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,684
Change-11,684 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,654
Change-11,654 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 11,421
Change-11,421 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 10,891
Change-10,891 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 10,574
Change-10,574 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,326
Change-10,326 (-100%)
Value—
&partners
N/A
Shares— from 10,308
Change-10,308 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 10,057
Change-10,057 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 9,918
Change-9,918 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,838
Change-9,838 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,678
Change-9,678 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 9,516
Change-9,516 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 9,375
Change-9,375 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,320
Change-9,320 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 9,012
Change-9,012 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 8,954
Change-8,954 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 8,856
Change-8,856 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,763
Change-8,763 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 8,653
Change-8,653 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 8,484
Change-8,484 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,356
Change-8,356 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,335
Change-8,335 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 7,798
Change-7,798 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,786
Change-7,786 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,428
Change-7,428 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,005
Change-7,005 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,850
Change-6,850 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 6,616
Change-6,616 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 6,474
Change-6,474 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 5,978
Change-5,978 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,876
Change-5,876 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,825
Change-5,825 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,455
Change-5,455 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 5,394
Change-5,394 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 5,324
Change-5,324 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 5,309
Change-5,309 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,041
Change-4,041 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,735
Change-2,735 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Legacy Trust
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Pier 88 Investment Partners LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Croban
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
S&CO Inc
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
American Trust
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 985
Change-985 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 966
Change-966 (-100%)
Value—
Bank OZK
N/A
Shares— from 960
Change-960 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 958
Change-958 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 956
Change-956 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 951
Change-951 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 936
Change-936 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 911
Change-911 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 875
Change-875 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 827
Change-827 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 808
Change-808 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 800
Change-800 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 784
Change-784 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 766
Change-766 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 721
Change-721 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 653
Change-653 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 648
Change-648 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 576
Change-576 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 570
Change-570 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 553
Change-553 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 530
Change-530 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 514
Change-514 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 513
Change-513 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
EFG International AG
N/A
Shares— from 509
Change-509 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Motco
N/A
Shares— from 475
Change-475 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 426
Change-426 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 425
Change-425 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 416
Change-416 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 394
Change-394 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 325
Change-325 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 300
Change-300 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 277
Change-277 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 266
Change-266 (-100%)
Value—
CNB Bank
N/A
Shares— from 264
Change-264 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 259
Change-259 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 235
Change-235 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 182
Change-182 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 178
Change-178 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 157
Change-157 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Quarry LP
N/A
Shares— from 120
Change-120 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Centennial Bank
N/A
Shares— from 59
Change-59 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 43
Change-43 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 33
Change-33 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 27
Change-27 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 9
Change-9 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Barings LLC
INCREASED1,761,6501,579,950+181,700+12%$622.4M$629.5M+$7.0M2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED929,261947,047-17,786-2%$373.1M$331.7M-$41.4M2026-10-27
D.A. Davidson & Co.
DECREASED547,154550,307-3,153-1%$216.8M$195.3M-$21.5M2026-10-28
Cohen Klingenstein LLC
DECREASED471,585484,414-12,829-3%$190.8M$168.3M-$22.5M2026-10-15
Commonwealth Equity Services, LLC
DECREASED411,572425,316-13,744-3%$167.6M$146.9M-$20.7M2026-11-02
Citigroup Inc
DECREASED234,165374,910-140,745-38%$147.7M$83.6M-$64.1M2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED230,637228,374+2,263+1%$90.0M$82.3M-$7.7M2026-10-22
Bank of New York Mellon Corp
DECREASED191,461197,092-5,631-3%$77.6M$68.3M-$9.3M2026-11-05
Creative Planning
INCREASED180,677170,877+9,800+6%$67.3M$64.5M-$2.8M2026-11-02
US Bancorp \de\
INCREASED163,828161,302+2,526+2%$63.5M$58.5M-$5.1M2026-11-05
Keybank National Association
INCREASED143,675143,663+12+0%$56.6M$51.3M-$5.3M2026-11-04
Choreo, LLC
INCREASED118,222114,055+4,167+4%$44.9M$42.2M-$2.7M2026-10-28
Fifth Third Bancorp
DECREASED116,847122,843-5,996-5%$48.4M$41.7M-$6.7M2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED112,067121,973-9,906-8%$46.9M$39.6M-$7.3M2026-10-13
Truist Financial Corp
DECREASED110,515112,730-2,215-2%$44.4M$39.4M-$5.0M2026-10-30
Fort Washington Investment Advisors Inc
UNCHANGED106,920106,92000%$42.1M$38.2M-$4.0M2026-10-15
Confluence Wealth Services, Inc.
INCREASED88,67578,858+9,817+12%$31.1M$31.6M+$581.2K2026-11-05
WoodTrust Financial Corp
DECREASED70,46272,513-2,051-3%$28.6M$25.1K-$28.5M2026-10-09
Vaughan & Co Securities, Inc.
DECREASED69,76169,826-650%$27.5M$24.9M-$2.6M2026-10-23
Droms Strauss Advisors Inc
DECREASED65,75667,372-1,616-2%$26.5M$23.5M-$3.1M2026-11-03
First Horizon Corp
INCREASED65,61664,280+1,336+2%$25.3M$23.4M-$1.9M2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED62,91162,311+600+1%$24.4M$22.5M-$1.9M2026-11-04
Kestra Advisory Services, LLC
INCREASED61,28459,901+1,383+2%$23.6M$21.9M-$1.7M2026-11-02
Stephens Group Asset Management, LLC
DECREASED61,03874,615-13,577-18%$29.4M$21.8M-$7.6M2026-10-09
Powell Investment Advisors, LLC
DECREASED60,59960,650-510%$23.9M$21.6M-$2.3M2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED57,60053,700+3,900+7%$21.2M$20.6M-$598.2K2026-11-03
Waldron Private Wealth LLC
DECREASED55,43559,303-3,868-7%$23.4M$19.8M-$3.6M2026-11-02
AMG National Trust Bank
DECREASED51,67351,759-860%$20.4M$18.4M-$1.9M2026-11-05
Courier Capital LLC
INCREASED50,41249,719+693+1%$19.6M$18.0M-$1.6M2026-10-19
Avantax Planning Partners, Inc.
DECREASED50,02851,994-1,966-4%$20.5M$17.9M-$2.6M2026-11-03
LMG Wealth Partners, LLC
INCREASED47,69247,501+191+0%$18.7M$17.0M-$1.7M2026-11-05
RTD Financial Advisors, Inc.
DECREASED38,79139,530-739-2%$15.6M$13.8M-$1.7M2026-10-09
Hillcrest Wealth Advisors - NY, LLC
INCREASED38,69238,392+300+1%$15.1M$13.8M-$1.3M2026-10-22
Shepherd Financial Partners LLC
INCREASED37,95335,669+2,284+6%$14.1M$13.5M-$507.0K2026-11-03
Corundum Group, Inc.
DECREASED34,56234,722-1600%$13.7M$12.3M-$1.3M2026-10-28
Fund Evaluation Group, LLC
UNCHANGED33,67933,67900%$13.3M$12.0M-$1.2M2026-11-05
Bokf, NA
DECREASED31,80932,483-674-2%$12.8M$11.4M-$1.4M2026-10-27
Erickson Financial Group, LLC
INCREASED28,53928,164+375+1%$11.1M$10.2M-$909.9K2026-11-05
OFS Enterprise LLC
DECREASED26,24826,514-266-1%$10.4M$9.4M-$1.1M2026-10-16
Modera Wealth Management, LLC
DECREASED24,48224,652-170-1%$9.7M$8.7M-$974.5K2026-10-28
LBJ Family Wealth Advisors, Ltd.
DECREASED24,26424,361-970%$9.5K$8.7K-$8472026-10-01
Kestra Private Wealth Services, LLC
INCREASED23,45222,042+1,410+6%$8.7M$8.4M-$313.5K2026-10-30
Trilogy Capital Inc.
INCREASED23,42221,667+1,755+8%$8.5M$8.4M-$176.6K2026-10-20
HB Wealth Management, LLC
INCREASED22,97718,497+4,480+24%$7.3M$6.5M-$805.4K2026-10-23
Farther Finance Advisors, LLC
INCREASED22,92621,447+1,479+7%$8.4M$8.2M-$266.9K2026-10-08
LWM Advisors Inc
DECREASED22,86823,160-292-1%$9.1M$8.2M-$962.5K2026-10-08
Yarbrough Capital, LLC
UNCHANGED21,76421,76400%$8.6M$7.8M-$806.6K2026-10-19
Noble Family Wealth, LLC
DECREASED21,40621,418-120%$8.4M$7.6M-$798.0K2026-10-26
DT Investment Partners, LLC
UNCHANGED20,53720,53700%$8.1M$7.3M-$761.1K2026-10-27
Occidental Asset Management, LLC
DECREASED20,07320,235-162-1%$8.0M$7.2M-$807.6K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED20,03420,249-215-1%$8.0M$7.1M-$827.3K2026-10-08
Bailard, Inc.
UNCHANGED18,96318,96300%$7.5M$6.8M-$702.8K2026-10-13
XML Financial, LLC
DECREASED18,79519,777-982-5%$7.8M$6.7M-$1.1M2026-10-29
Mechanics Bank Trust Department
INCREASED18,50818,505+3+0%$7.3M$6.6M-$684.7K2026-10-13
Summit Wealth Group LLC / Co
DECREASED18,33619,272-936-5%$7.6M$6.5M-$1.0M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED18,11119,024-913-5%$7.5M$6.5K-$7.5M2026-11-02
Blue Trust, Inc.
INCREASED18,1037,277+10,826+149%$2.9M$6.5M+$3.6M2026-10-15
Rodgers & Associates, LTD
DECREASED17,85718,142-285-2%$7.1M$6.4M-$774.0K2026-10-20
First Citizens Bank & Trust Co
DECREASED17,72617,935-209-1%$7.1M$6.3M-$739.3K2026-10-14
InvesTrust
UNCHANGED17,58017,58000%$6.9M$6.3M-$651.5K2026-10-14
Harbor Investment Advisory, LLC
DECREASED17,38418,223-839-5%$7.2M$6.2M-$975.0K2026-10-13
Tritonpoint Wealth, LLC
DECREASED17,36717,477-110-1%$6.9M$6.2M-$687.0K2026-10-19
Investment Partners, Ltd.
INCREASED17,3648,878+8,486+96%$3.5M$6.2M+$2.7M2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED17,24217,24200%$6.8M$6.2M-$639.0K2026-10-22
Foundation Wealth Management, LLC
DECREASED16,61917,660-1,041-6%$7.0M$5.9M-$1.0M2026-10-22
Strategic Equity Management
NEW16,274—+16,274——$5.8M—2026-11-04
Idaho Trust Co
INCREASED16,24916,104+145+1%$6.3M$5.8M-$545.1K2026-11-04
Principal Financial Group Inc
INCREASED15,9007,400+8,500+115%$2.9M$5.7M+$2.8M2026-11-02
Quadrant Capital Group LLC
UNCHANGED15,22515,22500%$6.0M$5.3M-$652.5K2026-10-20
Fell Capital Management
INCREASED14,91714,692+225+2%$5.8M$5.3M-$464.2K2026-10-09
Carbahal Olsen Financial Services Group, LLC
INCREASED14,83114,625+206+1%$5.8M$5.3M-$468.4K2026-11-05
Stevens Capital Partners
INCREASED14,36414,293+71+1%$5.6M$5.1M-$504.7K2026-10-29
Thoma Capital Management LLC
DECREASED14,19114,419-228-2%$5.7M$5.1M-$615.5K2026-10-19
Welch & Forbes LLC
INCREASED14,02213,919+103+1%$5.5M$5.0M-$479.1K2026-11-04
Instrumental Wealth, LLC
INCREASED13,77213,188+584+4%$5.2M$4.9M-$280.1K2026-10-20
Finley Financial, LLC
UNCHANGED13,55513,55500%$5.3M$4.8M-$492.3K2026-10-28
Pinnacle Associates LTD
INCREASED12,87112,712+159+1%$5.0M$4.6M-$414.3K2026-10-20
Crescent Grove Advisors, LLC
DECREASED12,40712,648-241-2%$5.0M$4.4M-$554.7K2026-10-21
Regions Financial Corp
DECREASED12,21812,219-10%$4.8M$4.4M-$453.2K2026-11-05
Prospera Financial Services Inc
INCREASED11,8859,794+2,091+21%$3.9M$4.2M+$322.3K2026-11-04
Ariston Services Group
UNCHANGED11,71311,71300%$4.6M$4.2M-$434.1K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED11,5335,181+6,352+123%$2.0M$4.1M+$2.1M2026-11-03
St. Louis Trust Co
UNCHANGED11,46711,46700%$8.8M$4.1M-$4.7M2026-11-03
Versant Capital Management, Inc
UNCHANGED11,39811,39800%$4.5M$4.1M-$422.4K2026-10-02
Echo45 Advisors LLC
INCREASED11,35311,210+143+1%$4.4M$4.1M-$364.3K2026-10-07
Bare Financial Services, Inc
DECREASED11,33511,420-85-1%$4.5M$4.0M-$453.6K2026-11-04
Parkside Financial Bank & Trust
DECREASED11,26211,285-230%$4.4M$4.0M-$426.5K2026-10-27
Sacks & Associates, LLC
DECREASED11,20411,430-226-2%$4.2M$4.0M-$237.8K2026-10-09
Montecito Bank & Trust
DECREASED10,99611,340-344-3%$4.5M$3.9M-$543.0K2026-10-01
Simon Quick Advisors, LLC
DECREASED10,72211,012-290-3%$4.3M$3.8M-$511.5K2026-10-26
Larson Financial Group LLC
DECREASED10,50610,785-279-3%$4.2M$3.7M-$499.0K2026-11-05
Grey Fox Wealth Advisors, LLC
INCREASED10,4449,053+1,391+15%$3.6M$3.7M+$161.1K2026-11-03
Moody Lynn Lieberson & Walker, LLC
UNCHANGED10,29910,29900%$4.1M$3.7M-$381.7K2026-10-14
Midwest Trust Co
DECREASED10,29610,833-537-5%$4.3M$3.7M-$593.1K2026-10-22
Atlas Brown,Inc.
DECREASED10,20810,295-87-1%$4.1M$3.6M-$412.4K2026-10-09
CFS Investment Advisory Services, LLC
DECREASED10,18210,202-200%$3.9M$3.7M-$275.0K2026-10-19
Oppenheimer & Co Inc
INCREASED10,0209,807+213+2%$3.9M$3.6M-$287.4K2026-10-26
Brighton Jones LLC
DECREASED9,6889,802-114-1%$3.9M$3.5M-$404.2K2026-11-03
Global View Capital Management LLC
INCREASED9,6272,558+7,069+276%$1.0M$3.4M+$2.4M2026-10-28
Stephen J. Garry & Associates, LLC
DECREASED9,55810,527-969-9%$4.1M$3.4M-$735.9K2026-11-05
Midwest Professional Planners, Ltd.
DECREASED9,5429,990-448-4%$3.9M$3.4M-$530.1K2026-10-29
Tompkins Financial Corp
UNCHANGED9,4389,43800%$3.7M$3.4M-$349.8K2026-10-05
Citizens Financial Group Inc
INCREASED9,3599,319+40+0%$3.7M$3.3M-$331.0K2026-10-23
VestGen Advisors, LLC
DECREASED9,3489,385-370%$3.7M$3.3M-$360.9K2026-10-27
Fifth Third Securities, Inc.
DECREASED9,17015,150-5,980-39%$6.0M$3.3M-$2.7M2026-10-21
Golden State Wealth Management, LLC
DECREASED9,1289,483-355-4%$3.7M$3.3M-$478.1K2026-11-02
Ticino Wealth
INCREASED9,0108,887+123+1%$3.5M$3.2M-$285.5K2026-10-13
MV Capital Management, Inc.
DECREASED9,0029,783-781-8%$3.9M$3.2M-$641.3K2026-10-29
Lido Advisors, LLC
INCREASED8,9598,268+691+8%$3.3M$3.2M-$59.7K2026-11-04
Summa Corp.
INCREASED8,8681,585+7,283+460%$624.4K$3.2M+$2.5M2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED8,43912,771-4,332-34%$5.0M$3.0M-$2.0M2026-10-07
1834 Investment Advisors Co
DECREASED8,2268,262-360%$3.3M$2.9M-$319.0K2026-10-16
Whitegate Investment Counselors, Inc.
UNCHANGED7,8537,85300%$3.1M$2.8M-$291.0K2026-11-02
Grey Ledge Advisors, LLC
INCREASED7,6196,523+1,096+17%$2.6M$2.7M+$149.8K2026-11-02
Legacy Bridge, LLC
DECREASED7,5887,755-167-2%$3.1M$2.7M-$347.0K2026-10-28
Washington Trust Bank
UNCHANGED7,4997,49900%$3.0M$2.7M-$277.9K2026-11-03
Eukles Asset Management
INCREASED7,3736,283+1,090+17%$2.5M$2.6M+$156.2K2026-11-04
Chemung Canal Trust Co
UNCHANGED7,2997,29900%$2.9M$2.6M-$270.5K2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED7,0207,101-81-1%$2.8M$2.5M-$291.8K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED6,8866,927-41-1%$2.7M$2.5M-$271.3K2026-11-04
Luts & Greenleigh Group, Inc.
DECREASED6,7946,851-57-1%$2.7M$2.4M-$274.2K2026-11-05
jvl associates llc
UNCHANGED6,7846,78400%$2.7M$2.4M-$251.4K2026-10-09
Equitable Trust Co
INCREASED6,7026,481+221+3%$2.6M$2.4M-$161.3K2026-10-13
Kelsey Financial, LLC
DECREASED6,5387,178-640-9%$2.8M$2.3M-$494.4K2026-10-28
Steel Grove Capital Advisors, LLC
INCREASED6,4645,578+886+16%$2.2M$2.3M+$109.5K2026-10-13
Visionary Wealth Advisors
DECREASED6,4566,685-229-3%$2.6M$2.3M-$329.5K2026-11-04
Sonata Capital Group Inc
INCREASED6,2946,281+13+0%$2.5M$2.2M-$227.9K2026-10-19
Thrivent Financial for Lutherans
DECREASED6,2236,229-60%$2.5M$2.2M-$231.0K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED5,9985,99800%$2.4M$2.1M-$222.3K2026-10-23
Mather Group, Llc.
INCREASED5,9135,432+481+9%$2.1M$2.1M-$29.6K2026-10-14
Fifth Third Wealth Advisors LLC
DECREASED5,8955,909-140%$2.3M$2.1M-$224.0K2026-10-22
Robertson Stephens Wealth Management, LLC
UNCHANGED5,4975,49700%$2.2M$2.0M-$204.0K2026-10-16
Eagle Strategies LLC
INCREASED5,4325,400+32+1%$2.1M$1.9M-$188.6K2026-10-16
Sentinel Advisory Group, LLC
INCREASED5,4075,349+58+1%$2.1M$1.9M-$177.5K2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED5,4045,40400%$2.1M$1.9M-$200.1K2026-10-15
Highland Capital Management, LLC
UNCHANGED5,3675,36700%$2.1M$1.9M-$198.9K2026-10-26
Valeo Financial Advisors, LLC
INCREASED5,3425,136+206+4%$2.0M$1.9M-$116.6K2026-10-08
Sigma Planning Corp
DECREASED5,2945,452-158-3%$2.1M$1.9M-$260.5K2026-10-23
Sterling Capital Management LLC
INCREASED5,2875,074+213+4%$2.0M$1.9M-$112.0K2026-10-22
TritonPoint Partners, LLC
DECREASED5,25917,477-12,218-70%$6.9M$1.9M-$5.0M2026-11-05
NBT Bank, N.A.
INCREASED5,2414,162+1,079+26%$1.6M$1.9M+$230.9K2026-10-21
Meridian Wealth Management, LLC
DECREASED5,2285,323-95-2%$2.1M$1.9M-$231.0K2026-11-05
Stronghold Wealth Management L.L.C.
DECREASED5,2055,449-244-4%$2.1M$1.9M-$289.0K2026-10-16
Cullen T Bankers, Inc.
INCREASED5,1974,856+341+7%$1.9M$1.9M-$58.3K2026-10-28
Decision Investments, Inc
DECREASED5,1945,239-45-1%$2.1M$1.9M-$210.2K2026-10-07
Concurrent Investment Advisors, LLC
DECREASED5,1665,967-801-13%$2.4M$1.8M-$506.8K2026-10-16
Connecticut Wealth Management, LLC
INCREASED4,8844,863+21+0%$1.9M$1.7M-$172.6K2026-10-13
Compound Planning, Inc.
DECREASED4,8614,886-25-1%$1.9M$1.7M-$189.6K2026-11-05
Lewis Asset Management, LLC
UNCHANGED4,8014,80100%$1.9M$1.7M-$177.9K2026-10-14
Ironwood Financial, llc
DECREASED4,7974,852-55-1%$1.8M$1.7M-$126.7K2026-10-20
Shakespeare Wealth Management, LLC
DECREASED4,7875,194-407-8%$2.0M$1.7M-$337.7K2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED4,7794,842-63-1%$1.9M$1.7M-$201.9K2026-10-16
Tranquility Partners, LLC
DECREASED4,7334,860-127-3%$1.9M$1.7M-$225.8K2026-10-20
Assetmark, Inc
DECREASED4,72814,153-9,425-67%$5.6M$1.7M-$3.9M2026-10-21
Trust Point Inc.
DECREASED4,7214,724-30%$1.9M$1.7M-$176.1K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED4,7124,693+19+0%$1.8M$1.7M-$167.4K2026-11-05
Appleton Partners Inc
UNCHANGED4,6194,61900%$1.8M$1.6K-$1.8M2026-10-30
Curated Wealth Partners LLC
INCREASED4,5824,189+393+9%$1.7M$1.6M-$14.9K2026-10-15
Affinity Capital Advisors, LLC
DECREASED4,5684,668-100-2%$1.8M$1.6M-$190.7K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED4,4713,780+691+18%$1.5M$1.6M+$106.4K2026-10-21
Sagespring Wealth Partners, LLC
INCREASED4,4473,008+1,439+48%$1.2M$1.6M+$402.1K2026-10-22
Friday Financial
INCREASED4,4072,804+1,603+57%$1.1M$1.6M+$494.6K2026-10-09
Lighthouse Financial LLC
UNCHANGED4,3604,36000%$1.7M$1.6M-$161.6K2026-10-23
Chicago Capital, LLC
DECREASED4,3464,469-123-3%$1.8M$1.6M-$209.3K2026-10-13
Apollon Wealth Management, LLC
INCREASED4,3254,056+269+7%$1.6M$1.5M-$54.5K2026-10-23
SilverOak Wealth Management LLC
UNCHANGED4,3084,30800%$1.7M$1.5M-$159.6K2026-10-29
Cornerstone Wealth Advisors, Inc.
DECREASED4,2814,348-67-2%$1.7M$1.5M-$185.0K2026-10-16
Krilogy Financial LLC
DECREASED4,2684,951-683-14%$2.0M$1.5M-$440.7K2026-10-13
Chatham Capital Group, Inc.
DECREASED4,2604,360-100-2%$1.7M$1.5M-$197.3K2026-10-16
Integrated Advisors Network LLC
DECREASED4,1814,201-200%$1.7M$1.5M-$162.8K2026-10-20
Armstrong, Fleming & Moore, Inc
DECREASED4,1684,272-104-2%$1.7M$1.5M-$195.4K2026-10-28
Vise Technologies, Inc.
INCREASED4,1242,242+1,882+84%$883.3K$1.5M+$588.4K2026-10-29
Davidson Trust Co
INCREASED4,0663,928+138+4%$1.5M$1.5M-$96.7K2026-10-09
Atria Investments, Inc
DECREASED4,0605,498-1,438-26%$2.2M$1.4M-$716.8K2026-10-15
Foundation Wealth Management, Llc\pa
DECREASED4,0184,786-768-16%$1.9M$1.4M-$451.5K2026-10-14
Fortitude Family Office, LLC
UNCHANGED3,9953,99500%$1.6M$1.4M-$148.1K2026-10-14
Allstreet Capital Advisors LLC
INCREASED3,9313,886+45+1%$1.5M$1.4M-$127.9K2026-11-04
IFP Advisors, Inc
INCREASED3,8893,817+72+2%$1.5M$1.4M-$115.8K2026-10-16
Frederick Financial Consultants, LLC
INCREASED3,8753,835+40+1%$1.5M$1.4M-$128.0K2026-10-29
MMA Asset Management LLC
DECREASED3,8473,891-44-1%$1.5M$1.4M-$159.9K2026-11-02
Veery Capital, LLC
DECREASED3,8434,012-169-4%$1.6M$1.4M-$208.9K2026-10-07
OpenArc Corporate Advisory, LLC
INCREASED3,8023,466+336+10%$1.4M$1.4M-$8.4K2026-10-21
Intrua Financial, LLC
DECREASED3,8013,905-104-3%$1.5M$1.4M-$181.8K2026-10-28
Lanark Financial, Inc.
INCREASED3,5523,408+144+4%$1.3M$1.3M-$74.9K2026-10-26
Riversedge Advisors, LLC
DECREASED3,5443,558-140%$1.4M$1.3M-$136.9K2026-10-09
Davenport & Co LLC
INCREASED3,5423,123+419+13%$1.2M$1.3M+$33.8K2026-10-14
Bayban
UNCHANGED3,5313,53100%$1.4M$1.4M$02026-11-05
OAK Ridge Investments LLC
NEW3,521—+3,521——$1.3M—2026-10-30
Parallel Advisors, LLC
INCREASED3,5173,431+86+3%$1.4M$1.3M-$96.8K2026-11-03
Apella Capital, LLC
INCREASED3,5121,667+1,845+111%$642.9K$1.2M+$605.3K2026-10-08
TD Private Client Wealth LLC
INCREASED3,5103,494+16+0%$1.4M$1.3M-$123.8K2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED3,4703,47000%$1.4M$1.2M-$128.5K2026-10-26
Guidance Point Advisors, LLC
DECREASED3,4333,441-80%$1.4M$1.2M-$131.8K2026-10-15
Quadcap Wealth Management, LLC
DECREASED3,4233,433-100%$1.4M$1.2M-$130.7K2026-11-02
McAdam, LLC
DECREASED3,4093,688-279-8%$1.5M$1.2M-$236.4K2026-10-21
Keudell ison Wealth Management
UNCHANGED3,3993,39900%$1.3M$1.2M-$126.0K2026-10-16
Townsend Asset Management Corp
INCREASED3,3843,380+4+0%$1.3M$1.2M-$123.9K2026-10-29
Dhjj Financial Advisors, Ltd.
DECREASED3,3083,348-40-1%$1.3M$1.2M-$138.4K2026-10-23
Sowell Financial Services LLC
DECREASED3,2684,527-1,259-28%$1.8M$1.2M-$617.1K2026-10-23
First National Bank Sioux Falls
INCREASED3,2593,159+100+3%$1.1M$1.2M+$61.7K2026-10-13
Integrity Alliance, Llc.
INCREASED3,2443,215+29+1%$1.3M$1.2M-$108.6K2026-10-29
Canandaigua National Bank & Trust Co
UNCHANGED3,2193,21900%$1.3M$1.1M-$119.3K2026-10-07
Acima Private Wealth, LLC
UNCHANGED3,1703,17000%$1.2M$1.1M-$117.5K2026-10-05
Old National Bancorp
UNCHANGED3,1633,16300%$1.2M$1.1M-$117.2K2026-10-20
Independent Financial Group, LLC
INCREASED3,1603,155+5+0%$1.2M$1.1M-$115.1K2026-10-13
First Business Financial Services, Inc.
UNCHANGED3,1323,13200%$1.2M$1.1M-$116.1K2026-10-29
First Bancorp, Inc
UNCHANGED3,1103,11000%$1.2M$1.1M-$115.3K2026-10-26
Allegheny Financial Group
DECREASED3,0883,128-40-1%$1.2M$1.1M-$130.2K2026-11-05
Brookstone Capital Management
DECREASED3,0723,847-775-20%$1.5M$1.1M-$419.0K2026-10-22
Congress Asset Management Co
DECREASED3,0475,051-2,004-40%$2.0M$1.1M-$902.4K2026-10-06
Renasant Bank
UNCHANGED2,9742,97400%$1.2M$1.1M-$110.2K2026-11-05
Prosperity Planning, Inc.
DECREASED2,9663,006-40-1%$1.2M$1.1M-$125.7K2026-10-09
JFS Wealth Advisors, LLC
INCREASED2,9602,918+42+1%$1.1M$1.1M-$93.1K2026-11-03
Eastern Bank
DECREASED2,9503,020-70-2%$1.2M$1.1M-$136.9K2026-10-05
Fiduciary Alliance LLC
DECREASED2,8923,105-213-7%$1.2M$1.0M-$191.1K2026-10-13
Madrid Wealth Management, LLC
INCREASED2,8692,367+502+21%$932.6K$1.0M+$91.2K2026-10-23
Garde Capital, Inc.
DECREASED2,8412,853-120%$1.1M$1.0M-$110.0K2026-10-29
Diversified Management Inc
INCREASED2,8292,778+51+2%$1.1M$1.0M-$84.7K2026-10-08
Intergy Private Wealth, LLC
UNCHANGED2,8112,81100%$1.1M$1.0M-$104.2K2026-10-16
Mesirow Financial Investment Management, Inc.
INCREASED2,8052,655+150+6%$1.0M$1.0M-$44.6K2026-11-05
Bishop & Co Investment Management, LLC
DECREASED2,7852,931-146-5%$1.2M$994.0K-$160.7K2026-11-05
Wesbanco Bank Inc
DECREASED2,7833,747-964-26%$1.5M$993.3K-$482.9K2026-11-04
Essex Investment Management Co LLC
DECREASED2,7547,212-4,458-62%$2.8M$982.9K-$1.9M2026-10-19
Glenview Trust Co
DECREASED2,6842,742-58-2%$1.1M$957.9K-$122.3K2026-10-28
Inspirion Wealth Advisors, LLC
UNCHANGED2,6652,66500%$1.0M$951.1K-$91.1K2026-10-09
American State Bank (Iowa)
INCREASED2,6382,448+190+8%$964.4K$941.5K-$22.9K2026-11-03
Mission Wealth Management, LP
DECREASED2,6372,835-198-7%$1.1M$941.2K-$175.5K2026-10-15
Heritage Investors Management Corp
DECREASED2,6332,643-100%$1.0M$940-$1.0M2026-10-29
Accredited Investors Inc.
UNCHANGED2,6062,60600%$1.0M$930.1K-$96.6K2026-11-03
Verus Capital Partners, LLC
INCREASED2,5752,496+79+3%$983.2K$919.0K-$64.2K2026-11-03
Gables Capital Management Inc.
UNCHANGED2,5752,57500%$1.0M$919.0K-$95.4K2026-11-04
Venture Visionary Partners LLC
UNCHANGED2,5682,56800%$1.0M$916.7K-$95.2K2026-10-07
WealthPlan Investment Management, LLC
UNCHANGED2,5462,54600%$1.0M$908.7K-$94.4K2026-10-15
Heck Capital Advisors, LLC
DECREASED2,5425,535-2,993-54%$2.2M$907.1K-$1.3M2026-10-14
Crestwood Advisors Group, LLC
DECREASED2,5353,224-689-21%$1.3M$904.7K-$365.4K2026-10-27
Brown Wealth Management, LLC
DECREASED2,4802,481-10%$977.5K$885.2K-$92.3K2026-10-20
Fulton Bank, N.A.
INCREASED2,4612,417+44+2%$952.2K$878.3K-$73.9K2026-10-14
Focus Financial Network, Inc.
INCREASED2,4602,459+1+0%$968.8K$877.9K-$90.9K2026-10-14
M Holdings Securities, Inc.
NEW2,435—+2,435——$849—2026-11-03
Symphony Financial, Ltd. Co.
INCREASED2,4252,298+127+6%$897.6K$867.8K-$29.8K2026-10-22
Consilium Wealth Advisory, LLC
UNCHANGED2,4162,41600%$951.8K$862.3K-$89.5K2026-10-14
Investmark Advisory Group LLC
INCREASED2,4091,631+778+48%$642.7K$860.2K+$217.5K2026-10-27
CFG Wealth Management Services, Inc.
DECREASED2,3932,424-31-1%$760.7K$855.8K+$95.2K2026-10-21
Cahaba Wealth Management, Inc.
INCREASED2,3562,353+3+0%$927.0K$840.7K-$86.3K2026-10-26
Perigon Wealth Management, LLC
DECREASED2,3522,622-270-10%$1.0M$839.4K-$193.4K2026-10-22
ARK & TLK Investments, LLC
UNCHANGED2,3322,33200%$918.7K$832.3K-$86.4K2026-10-20
GHP Investment Advisors, Inc.
INCREASED2,3092,306+3+0%$908.5K$824.0K-$84.5K2026-10-15
Bell Bank
UNCHANGED2,2882,28800%$901.4K$816.6K-$84.8K2026-10-21
Sepio Capital, LP
UNCHANGED2,2872,28700%$901.0K$816.2K-$84.8K2026-10-22
Park Avenue Securities LLC
DECREASED2,2792,290-110%$902.0K$813-$901.2K2026-10-26
FC Advisory LLC
DECREASED2,2562,349-93-4%$925.4K$805.2K-$120.2K2026-10-05
SkyOak Wealth, LLC
UNCHANGED2,2292,22900%$878.1K$795.5K-$82.6K2026-10-28
Kennicott Capital Management LLC
UNCHANGED2,2162,21600%$873.0K$790.9K-$82.1K2026-10-16
Stordahl Capital Management, Inc.
UNCHANGED2,2092,20900%$870.4K$788.5K-$81.9K2026-10-22
Newton One Investments LLC
DECREASED2,1932,219-26-1%$874.3K$782.8K-$91.5K2026-10-14
Private Trust Co NA
INCREASED2,1871,497+690+46%$589.8K$780.5K+$190.8K2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
INCREASED2,1852,183+2+0%$860.1K$779.7K-$80.4K2026-11-02
MGO One Seven LLC
DECREASED1,9902,371-381-16%$933.9K$710.2K-$223.7K2026-10-28
StoneX Group Inc.
INCREASED1,978808+1,170+145%$318.4K$705.9K+$387.5K2026-11-03
Ritholtz Wealth Management
DECREASED1,9782,057-79-4%$810.4K$705.9K-$104.4K2026-11-05
Platform Technology Partners
UNCHANGED1,9401,94000%$764.3K$692.4K-$71.9K2026-11-02
RFG Advisory, LLC
DECREASED1,9262,082-156-7%$820.2K$687.4K-$132.8K2026-11-03
Premier Path Wealth Partners, LLC
UNCHANGED1,9201,92000%$756.4K$685.2K-$71.2K2026-10-16
Aspiriant, LLC
DECREASED1,9112,915-1,004-34%$1.1M$682.0K-$466.4K2026-10-16
Y-Intercept (Hong Kong) Ltd
NEW1,905—+1,905——$679.9K—2026-10-16
Carnegie Investment Counsel
DECREASED1,9022,120-218-10%$835.2K$678.8K-$156.4K2026-10-20
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,9001,90000%$749.0K$678-$748.3K2026-11-02
Bensler, LLC
INCREASED1,8791,877+2+0%$739.6K$670.8K-$68.9K2026-11-05
NTV Asset Management LLC
UNCHANGED1,8781,87800%$739.9K$670.3K-$69.6K2026-10-23
Tassel Capital Management, Inc.
INCREASED1,8591,619+240+15%$637.7K$663.4K+$25.7K2026-10-20
Genesee Capital Advisors, LLC
UNCHANGED1,8401,84000%$724.9K$656.7K-$68.2K2026-10-20
Hoxton Planning & Management, LLC
DECREASED1,8381,865-27-1%$734.9K$656.1K-$78.8K2026-10-15
Rossby Financial, LCC
INCREASED1,8231,516+307+20%$597.2K$650.6K+$53.4K2026-11-05
Verdence Capital Advisors LLC
INCREASED1,8171,816+1+0%$715.5K$648.3K-$67.2K2026-10-26
Prime Capital Investment Advisors, LLC
UNCHANGED1,8141,81400%$714.7K$647.4K-$67.2K2026-10-20
Resonant Capital Advisors, LLC
UNCHANGED1,8001,80000%$709.1K$642.4K-$66.7K2026-10-15
FSM Wealth Advisors, LLC
UNCHANGED1,7991,79900%$708.7K$635.9K-$72.8K2026-10-27
Anderson Hoagland & Co
UNCHANGED1,7901,79000%$705.2K$621.3K-$83.9K2026-10-23
McGuire Investment Group, LLC
INCREASED1,7831,768+15+1%$696.5K$636.4K-$60.2K2026-10-23
Oak Barrel Wealth Advisory LLC
UNCHANGED1,7621,76200%$694.3K$629.0K-$65.3K2026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED1,7371,73700%$684.3K$619.9K-$64.4K2026-10-21
Seelaus Asset Management LLC
UNCHANGED1,7251,72500%$679.7K$615.8K-$63.9K2026-10-14
Allen Investment Management, LLC
UNCHANGED1,7201,72000%$677.6K$613.9K-$63.7K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED1,718831+887+107%$327.2K$613.2K+$286.0K2026-10-23
Brady Martz Wealth Solutions, LLC
UNCHANGED1,6791,67900%$661.5K$599.2K-$62.2K2026-11-05
United Advisor Group, LLC
DECREASED1,6781,902-224-12%$749.3K$598.9K-$150.4K2026-11-03
Joel Isaacson & Co., LLC
UNCHANGED1,6481,64800%$649.1K$588.1K-$61.0K2026-11-05
Cedar Mountain Advisors, LLC
INCREASED1,637821+816+99%$323.4K$584.4K+$261.0K2026-10-15
KDK Private Wealth Management, LLC
DECREASED1,6231,624-10%$639.8K$579.3K-$60.5K2026-11-03
Diversify Advisory Services, LLC
INCREASED1,6141,574+40+3%$588.0K$561.2K-$26.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED1,6141,574+40+3%$588.0K$561.2K-$26.8K2026-10-20
Mlp3, LLC
DECREASED1,5991,614-15-1%$635.8K$570.6K-$65.2K2026-10-22
Forum Financial Management, LP
INCREASED1,5921,584+8+1%$624.0K$568.2K-$55.8K2026-10-16
Chapin Davis, Inc.
UNCHANGED1,5781,57800%$621.7K$563.2K-$58.5K2026-10-09
Univest Financial Corp
DECREASED1,5751,581-60%$622.7K$562.2K-$60.5K2026-11-05
Montag A & Associates Inc
UNCHANGED1,5621,56200%$615.4K$557.5K-$57.9K2026-10-29
Diversified Portfolios, Inc.
UNCHANGED1,5431,54300%$607.9K$550.7K-$57.2K2026-11-04
Accurate Wealth Management, LLC
DECREASED1,5231,803-280-16%$693.5K$534.8K-$158.6K2026-10-20
Curtis Advisory Group, LLC
INCREASED1,5161,423+93+7%$560.6K$541.1K-$19.5K2026-10-28
Key FInancial Inc
UNCHANGED1,5061,50600%$593.3K$537.5K-$55.8K2026-11-02
Cranbrook Wealth Management, LLC
DECREASED1,5041,510-60%$594.8K$536.7K-$58.1K2026-10-28
Pinnacle Wealth Planning Services, Inc.
INCREASED1,5021,247+255+20%$491.3K$536.1K+$44.8K2026-10-27
Sage Capital Management, LLC
INCREASED1,4961,494+2+0%$589.8K$534.9K-$54.9K2026-10-20
True North Advisors, LLC
UNCHANGED1,4911,49100%$587.4K$532.1K-$55.3K2026-10-22
LS Investment Advisors, LLC
UNCHANGED1,4751,47500%$581.1K$526.4K-$54.7K2026-10-13
Willner & Heller, LLC
INCREASED1,4601,459+1+0%$574.7K$521.2K-$53.5K2026-10-28
Capital Investment Advisory Services, LLC
UNCHANGED1,4571,45700%$574.0K$522.0K-$52.0K2026-10-30
AdvisorNet Financial, Inc
DECREASED1,4352,870-1,435-50%$1.1M$492.0K-$638.8K2026-10-15
Oakworth Capital, Inc.
DECREASED1,4311,453-22-2%$572.4K$510.7K-$61.6K2026-10-26
Greenleaf Trust
INCREASED1,4301,320+110+8%$520.0K$510.4K-$9.7K2026-10-29
Avaii Wealth Management, LLC
UNCHANGED1,4301,43000%$563.4K$516.0K-$47.4K2026-10-09
Palisade Asset Management, LLC
DECREASED1,4201,928-508-26%$759.6K$506.8K-$252.8K2026-11-03
Eagle Bay Advisors LLC
UNCHANGED1,3881,38800%$546.8K$495.4K-$51.4K2026-10-16
GC Wealth Management RIA, LLC
DECREASED1,3752,300-925-40%$906.1K$490.7K-$415.4K2026-11-02
Elevation Point Wealth Partners, LLC
NEW1,374—+1,374——$490.5K—2026-11-05
Armstrong Advisory Group, Inc
DECREASED1,3661,438-72-5%$566.5K$487.5K-$79.0K2026-10-09
Chicago Partners Investment Group LLC
DECREASED1,3571,369-12-1%$512.0K$468.7K-$43.3K2026-10-27
Pegasus Asset Management, Inc.
UNCHANGED1,3571,35700%$534.6K$484.3K-$50.3K2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED1,3531,35300%$533.0K$482.9K-$50.1K2026-10-23
Citizens National Bank Trust Department
UNCHANGED1,3401,34000%$527.9K$478.2K-$49.7K2026-11-04
Parkshore Wealth Management, Inc.
DECREASED1,3371,380-43-3%$543.8K$477.2K-$66.5K2026-10-13
Orgel Wealth Management, LLC
UNCHANGED1,3341,33400%$525.5K$476.1K-$49.4K2026-10-14
Gutierrez Wealth Advisory, LLC
INCREASED1,3321,330+2+0%$523.9K$475.1K-$48.8K2026-11-02
Moneywise, Inc.
NEW1,319—+1,319——$470.8K—2026-10-30
BIP Wealth, LLC
DECREASED1,3161,326-10-1%$522.4K$469.7K-$52.8K2026-10-22
Alpine Bank Wealth Management
UNCHANGED1,3101,31000%$516.1K$467.5K-$48.5K2026-10-16
Penobscot Investment Management Company, Inc.
DECREASED1,3051,307-20%$514.9K$465.8K-$49.2K2026-10-26
William Allan Corp
INCREASED1,3021,301+1+0%$512.4K$464.6K-$47.8K2026-10-14
Fiduciary Financial Group, LLC
UNCHANGED1,3001,30000%$512.1K$464.0K-$48.2K2026-10-13
Kanawha Capital Management LLC
UNCHANGED1,2981,29800%$511.4K$463.3K-$48.1K2026-10-19
TCP Asset Management, LLC
UNCHANGED1,2821,28200%$505.1K$462.6K-$42.5K2026-10-14
First National Trust Co
INCREASED1,2811,231+50+4%$485.0K$457.2K-$27.8K2026-10-28
Klingman & Associates, LLC
UNCHANGED1,2801,28000%$504.2K$456.7K-$47.4K2026-10-20
Ascent Group, LLC
DECREASED1,2791,282-30%$505.1K$456.5K-$48.6K2026-10-30
Financial Guidance Group, Inc.
UNCHANGED1,2601,26000%$496.4K$449.7K-$46.7K2026-10-21
Trust Co of Vermont
DECREASED1,2571,273-16-1%$501.5K$448.6K-$52.9K2026-10-21
Argentarii, LLC
DECREASED1,2541,272-18-1%$495.1K$447.6K-$47.5K2026-10-28
SBK Financial, Inc.
INCREASED1,2391,238+1+0%$487.9K$442.1K-$45.8K2026-11-02
Hanson & Doremus Investment Management
UNCHANGED1,2391,23900%$488.0K$442-$487.6K2026-10-16
Roffman Miller Associates Inc
INCREASED1,2381,236+2+0%$487.0K$441.7K-$45.3K2026-10-19
Ferguson Wellman Capital Management, Inc
UNCHANGED1,2291,22900%$484.2K$438.6K-$45.5K2026-10-05
HUB Investment Partners, LLC
INCREASED1,226946+280+30%$372.6K$437.5K+$64.8K2026-11-03
Wealth Architects, LLC
UNCHANGED1,2261,22600%$483.2K$437.7K-$45.5K2026-11-03
Invested Advisors
DECREASED1,2181,278-60-5%$503.5K$434.7K-$68.8K2026-10-23
Independence Bank of Kentucky
DECREASED1,2141,215-10%$478.7K$433.3K-$45.4K2026-10-26
Selective Wealth Management, Inc.
DECREASED1,2001,202-20%$452.8K$417.2K-$35.6K2026-10-16
Triad Wealth Partners, LLC
DECREASED1,1971,202-50%$454.8K$427.4K-$27.4K2026-10-26
Keystone Wealth Services, LLC
UNCHANGED1,1971,19700%$471.7K$427.9K-$43.9K2026-11-03
Gilliland Jeter Wealth Management LLC
INCREASED1,1911,060+131+12%$417.6K$425.1K+$7.5K2026-10-28
Smithbridge Asset Management Inc
INCREASED1,1891,131+58+5%$445.6K$424.4K-$21.2K2026-10-19
Uptick Partners, LLC
INCREASED1,1871,185+2+0%$466.7K$423.8K-$42.9K2026-11-04
Allodium Investment Consultants, LLC
UNCHANGED1,1721,17200%$461.7K$418.3K-$43.4K2026-10-14
Livet Wealth, LLC
UNCHANGED1,1701,17000%$460.9K$417.7K-$43.2K2026-10-27
Smith Salley Wealth Management
UNCHANGED1,1441,14400%$450.7K$408.3K-$42.4K2026-11-03
Cordatus Wealth Management LLC
DECREASED1,1041,124-20-2%$442.8K$394.0K-$48.8K2026-10-19
Arbor Investment Advisors, LLC
UNCHANGED1,1011,10100%$433.9K$393.1K-$40.8K2026-10-26
King Luther Capital Management Corp
UNCHANGED1,1001,10000%$433.4K$392.6K-$40.8K2026-11-05
SAX Wealth Advisors, LLC
INCREASED1,093957+136+14%$300.3K$390.0K+$89.7K2026-10-13
Kaizen Financial Strategies
UNCHANGED1,0751,07500%$420.4K$383.7K-$36.8K2026-10-09
Shaker Investments LLC
DECREASED1,0701,413-343-24%$556.6K$382.0K-$174.6K2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED1,0691,072-30%$422.3K$381.5K-$40.8K2026-11-03
Mascagni Wealth Management, Inc.
UNCHANGED1,0651,06500%$419.6K$380.2K-$39.4K2026-10-23
Daymark Wealth Partners, LLC
UNCHANGED1,0651,06500%$419.6K$380.1K-$39.5K2026-11-04
Epiq Partners, LLC
UNCHANGED1,0531,05300%$414.8K$375.8K-$39.0K2026-10-07
Sapient Capital LLC
UNCHANGED1,0391,03900%$409.3K$370.8K-$38.5K2026-10-08
Florida Trust Wealth Management Co
UNCHANGED1,0301,03000%$405.8K$367.6K-$38.2K2026-11-05
Cordgrass Capital Advisors, LLC
UNCHANGED1,0261,02600%$404.2K$366.2K-$38.0K2026-10-30
Associated Banc-Corp
INCREASED1,015642+373+58%$252.9K$362.3K+$109.3K2026-10-30
Avior Wealth Management, LLC
DECREASED1,0111,020-9-1%$401.7K$360.9K-$40.8K2026-10-13
Bangor Savings Bank
UNCHANGED1,0101,01000%$397.9K$360.5K-$37.4K2026-10-06
Csenge Advisory Group
DECREASED1,0091,104-95-9%$434.9K$360.1K-$74.8K2026-11-04
Mezzasalma Advisors, LLC
UNCHANGED1,0081,00800%$397.1K$359.8K-$37.4K2026-10-14
Capital Investment Advisors, LLC
INCREASED1,006906+100+11%$356.8K$358.9K+$2.2K2026-10-22
BridgePort Financial Solutions, LLC
INCREASED1,001993+8+1%$391.3K$357.4K-$34.0K2026-11-02
Embree Financial Group
DECREASED1,0011,006-50%$396.3K$357.3K-$39.0K2026-10-22
Bridge City Capital, LLC
INCREASED1,000513+487+95%$202.1K$356.9K+$154.8K2026-10-29
Vaughan David Investments LLC
UNCHANGED1,0001,00000%$394.0K$357.0K-$37.0K2026-11-05
International Assets Investment Management, LLC
INCREASED999985+14+1%$385.2K$357.2K-$27.9K2026-11-02
Laurel Wealth Advisors LLC
UNCHANGED99899800%$393.2K$356.2K-$37.0K2026-10-27
Sunbeam Capital Management, LLC
UNCHANGED99499400%$391.6K$354.8K-$36.8K2026-11-05
Navigation Wealth Management, Inc.
INCREASED989964+25+3%$379.8K$349.8K-$30.0K2026-11-03
Heartwood Wealth Advisors LLC
DECREASED989995-6-1%$392.0K$353.0K-$39.0K2026-10-05
Thompson Siegel & Walmsley LLC
UNCHANGED97997900%$386.0K$349.0K-$37.0K2026-11-05
Wedbush Securities Inc
DECREASED9761,010-34-3%$398.0K$348-$397.7K2026-10-22
Moneco Advisors, LLC
INCREASED976975+1+0%$384.2K$348.2K-$36.0K2026-11-05
Linscomb Wealth, Inc.
UNCHANGED96996900%$381.7K$345.8K-$35.9K2026-11-05
Legacy Capital Wealth Partners, LLC
NEW968—+968——$345.5K—2026-10-21
Central Valley Advisors, LLC
UNCHANGED96796700%$381.0K$345.1K-$35.8K2026-10-27
Towerpoint Wealth, LLC
DECREASED964973-9-1%$383.3K$344.1K-$39.3K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED956927+29+3%$365.3K$341.3K-$24.0K2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED936677+259+38%$264.3K$334.2K+$69.9K2026-10-13
Aprio Wealth Management, LLC
DECREASED936941-5-1%$370.7K$334.0K-$36.7K2026-10-28
Patriot Investment Management Group, Inc.
DECREASED9351,125-190-17%$443.2K$333.7K-$109.5K2026-10-15
Holland Advisory Services, Inc.
INCREASED906905+1+0%$356.4K$323.2K-$33.2K2026-10-26
Baxter Bros Inc
UNCHANGED90090000%$354.6K$321.2K-$33.4K2026-11-04
Triumph Capital Management
UNCHANGED89989900%$354.2K$320.9K-$33.3K2026-10-14
Opal Wealth Advisors, LLC
INCREASED890779+111+14%$306.9K$317.6K+$10.7K2026-10-16
Greatmark Investment Partners, Inc.
UNCHANGED89089000%$350.6K$317.6K-$33.0K2026-10-28
Ocean Park Asset Management, LLC
DECREASED883895-12-1%$352.6K$315.1K-$37.5K2026-10-21
Exchange Traded Concepts, LLC
DECREASED883895-12-1%$352.6K$315.1K-$37.5K2026-10-28
Sigma Investment Counselors Inc
UNCHANGED88088000%$346.7K$314.1K-$32.6K2026-10-27
WBH Advisory Inc
UNCHANGED87187100%$343.1K$310.9K-$32.3K2026-11-05
Cornell Pochily Investment Advisors, Inc.
UNCHANGED87187100%$343.2K$311.0K-$32.3K2026-10-19
Radnor Capital Management, LLC
UNCHANGED87087000%$342.7K$310.5K-$32.2K2026-10-23
Diversified Enterprises, LLC
INCREASED867833+34+4%$328.3K$309.4K-$18.9K2026-10-19
Rossmore Private Capital
UNCHANGED86486400%$340.4K$308.4K-$32.0K2026-10-27
Riverbridge Partners LLC
DECREASED8638,718-7,855-90%$3.4M$308.0K-$3.1M2026-11-05
Gryphon Financial Partners LLC
UNCHANGED85385300%$336.0K$304.4K-$31.6K2026-11-04
Westover Capital Advisors, LLC
DECREASED8501,000-150-15%$394.0K$303.4K-$90.6K2026-10-26
Sunpointe, LLC
UNCHANGED85085000%$334.9K$303.4K-$31.5K2026-10-22
CGN Advisors LLC
UNCHANGED85085000%$334.7K$303.2K-$31.5K2026-10-21
Certuity, LLC
UNCHANGED84184100%$331.4K$300.3K-$31.1K2026-11-02
Polaris Investment Advisors, LLC
UNCHANGED83383300%$328.2K$297.3K-$30.9K2026-10-20
E&G Advisors, LLC
DECREASED831832-10%$327.8K$296.6K-$31.2K2026-10-13
Greenspring Advisors, LLC
DECREASED824838-14-2%$330.2K$294.2K-$36.1K2026-11-05
William Howard & Co Financial Advisors Inc
UNCHANGED81481400%$320.7K$290.5K-$30.2K2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED81081000%$319.1K$289.1K-$30.0K2026-10-05
Flaharty Asset Management, LLC
DECREASED8082,296-1,488-65%$888.2K$291.4K-$596.8K2026-11-02
Oarsman Capital, Inc.
INCREASED805615+190+31%$242.3K$287.3K+$45.0K2026-11-05
Patten & Patten Inc
UNCHANGED80580500%$317.1K$287.3K-$29.8K2026-10-26
Birch Hill Investment Advisors LLC
UNCHANGED80080000%$315.2K$285.5K-$29.6K2026-10-16
Breachway Investments LLC
UNCHANGED79979900%$314.8K$285.2K-$29.6K2026-10-19
Aviance Capital Partners, LLC
UNCHANGED79079000%$311.2K$282.0K-$29.3K2026-10-29
Salus Financial Advisors, LLC
UNCHANGED78578500%$309.3K$280.2K-$29.1K2026-10-20
Angeles Wealth Management, LLC
UNCHANGED78078000%$307.3K$278.4K-$28.9K2026-10-26
Trust Co of the South
UNCHANGED77577500%$305.3K$276.6K-$28.7K2026-10-21
Leo Wealth, LLC
NEW767—+767——$273.6K—2026-10-26
Compass Ion Advisors, LLC
UNCHANGED76676600%$301.6K$273.2K-$28.3K2026-10-23
Intelligence Driven Advisers, LLC
UNCHANGED76676600%$301.6K$273.5K-$28.1K2026-10-09
Sage Financial Group Inc
UNCHANGED76376300%$300.6K$272.3K-$28.3K2026-10-27
Nations Financial Group Inc,
INCREASED756736+20+3%$290.0K$269.8K-$20.1K2026-11-05
New England Professional Planning Group Inc.
UNCHANGED74374300%$292.7K$265.2K-$27.5K2026-10-29
Global Wealth Strategies & Associates
DECREASED730744-14-2%$293.1K$260.5K-$32.6K2026-10-02
Legacy Advisors, LLC
UNCHANGED72772700%$286.4K$259.5K-$26.9K2026-10-19
Topel & Distasi Wealth Management, LLC
UNCHANGED71471400%$281.1K$254.8K-$26.3K2026-11-05
Asempa Wealth Advisors
UNCHANGED71171100%$279.9K$254.2K-$25.7K2026-10-07
Cornerstone Planning Group LLC
DECREASED709730-21-3%$274.6K$252.8K-$21.8K2026-10-16
Beacon Financial Advisory LLC
DECREASED705773-68-9%$304.7K$251.5K-$53.1K2026-10-16
Soltis Investment Advisors LLC
INCREASED704703+1+0%$277.0K$251.3K-$25.7K2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED70370300%$270.4K$250.9K-$19.5K2026-10-13
Accelerate Investment Advisors LLC
INCREASED700694+6+1%$273.3K$249.8K-$23.5K2026-11-02
First Merchants Corp
UNCHANGED70070000%$275.8K$249.8K-$25.9K2026-10-15
Advocate Investing Services LLC
UNCHANGED70070000%$275.8K$249.8K-$25.9K2026-10-26
JP Wealth Management, Inc.
UNCHANGED69769700%$274.6K$248.8K-$25.8K2026-10-07
Lake Street Private Wealth, LLC
UNCHANGED69469400%$273.4K$247.7K-$25.7K2026-10-22
First Nebraska Trust Co
UNCHANGED68868800%$271.0K$245.5K-$25.5K2026-10-30
Clearwave Capital, LLC
DECREASED686728-42-6%$286.7K$244.9K-$41.8K2026-10-27
Synergy Asset Management, LLC
DECREASED681689-8-1%$271.4K$243.0K-$28.4K2026-11-05
Spire Wealth Management
UNCHANGED68168100%$268.4K$243.1K-$25.2K2026-10-30
TCI Wealth Advisors, Inc.
INCREASED673513+160+31%$202.1K$240.2K+$38.1K2026-10-30
Dynamic Financial Group
UNCHANGED67267200%$264.9K$240.0K-$24.9K2026-10-28
Galvin, Gaustad & Stein, LLC
UNCHANGED66966900%$263.7K$238.9K-$24.8K2026-10-08
Clear Retirement Advice LLC
DECREASED668699-31-4%$275.4K$238.4K-$37.0K2026-10-22
Aaron Wealth Advisors LLC
UNCHANGED66766700%$262.8K$238.1K-$24.7K2026-10-13
Everhart Financial Group, Inc.
DECREASED665693-28-4%$273.0K$237.3K-$35.7K2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED66366300%$261.2K$236.6K-$24.6K2026-10-27
Plancorp, LLC
INCREASED660651+9+1%$246.7K$232.2K-$14.6K2026-11-03
Adirondack Trust Co
DECREASED658697-39-6%$274.6K$234.8K-$39.7K2026-10-14
Schneider Downs Wealth Management Advisors, LP
UNCHANGED65465400%$257.7K$233.4K-$24.2K2026-10-27
Davis Investment Partners, LLC
UNCHANGED65065000%$256.1K$232.0K-$24.1K2026-11-05
Balefire, LLC
INCREASED636606+30+5%$238.7K$227.0K-$11.8K2026-10-09
Center for Financial Planning, Inc.
DECREASED634675-41-6%$265.9K$226.3K-$39.6K2026-10-26
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED630617+13+2%$232.1K$219.6K-$12.5K2026-10-21
Trail Ridge Investment Advisors, LLC
UNCHANGED63063000%$248.2K$224.8K-$23.3K2026-10-16
Retirement Planning Group, LLC
DECREASED629665-36-5%$261.8K$224.4K-$37.4K2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED628523+105+20%$206.0K$224.1K+$18.1K2026-11-03
Mindset Wealth Management, LLC
UNCHANGED62762700%$247.0K$223.8K-$23.2K2026-10-19
SeaCrest Wealth Management, LLC
UNCHANGED61761700%$242.9K$220.1K-$22.8K2026-10-21
Financial Perspectives, Inc
UNCHANGED61661600%$242.6K$220.0K-$22.6K2026-11-03
626 Financial, LLC
UNCHANGED61461400%$241.9K$219.1K-$22.8K2026-11-04
Facet Wealth, Inc.
NEW604—+604——$215.6K—2026-11-04
Strategic Blueprint, LLC
INCREASED604591+13+2%$233.0K$215.5K-$17.5K2026-10-22
Essex Bank
UNCHANGED60460400%$237.9K$215.6K-$22.4K2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED59759700%$235.2K$213.1K-$22.1K2026-11-04
Primoris Wealth Advisors, LLC
NEW596—+596——$212.7K—2026-10-28
Procyon Advisors, LLC
INCREASED591510+81+16%$200.9K$210.9K+$10.0K2026-10-21
Lee, Kelleher & Klein Wealth Management
UNCHANGED58958900%$232.0K$210.2K-$21.8K2026-10-08
ARS Wealth Advisors Group, LLC
DECREASED583598-15-3%$235.6K$208.1K-$27.5K2026-10-16
Philadelphia Trust Co
UNCHANGED58058000%$228.0K$207.0K-$21.0K2026-11-05
Sterling Investment Counsel, LLC
DECREASED578581-3-1%$228.9K$206.3K-$22.6K2026-10-19
Black Diamond Financial, LLC
UNCHANGED57157100%$225.0K$203.8K-$21.2K2026-10-26
Sovran Advisors, LLC
DECREASED568670-102-15%$249.0K$204.3K-$44.7K2026-11-02
Romano Brothers and Company
UNCHANGED56656600%$223.0K$202.0K-$21.0K2026-10-22
CWC Advisors, Llc.
UNCHANGED56456400%$222.2K$201.3K-$20.9K2026-10-15
Annex Advisory Services, LLC
INCREASED563538+25+5%$212.0K$200.9K-$11.0K2026-10-16
Obermeyer Wealth Partners
UNCHANGED56356300%$221.8K$200.9K-$20.9K2026-10-21
MidAtlantic Capital Management, Inc.
UNCHANGED55755700%$219.4K$198.8K-$20.6K2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED53653600%$211.2K$191.3K-$19.9K2026-10-07
Manchester Capital Management LLC
UNCHANGED51851800%$204.1K$184.9K-$19.2K2026-10-22
Evermay Wealth Management LLC
DECREASED509687-178-26%$270.7K$181.7K-$89.0K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED50829,733-29,225-98%$11.7M$181.3K-$11.5M2026-11-04
Miller Global Investments, LLC
UNCHANGED50050000%$197.0K$178.5K-$18.5K2026-10-02
Capital Advisors, Ltd. LLC
UNCHANGED49849800%$196$178-$182026-10-27
First United Bank & Trust
DECREASED490505-15-3%$199.0K$174.9K-$24.1K2026-10-22
Edgemoor Investment Advisors, Inc.
NEW465—+465——$166.0K—2026-11-03
Milestone Investment Advisors LLC
UNCHANGED45745700%$180.2K$163.2K-$16.9K2026-11-05
Union Savings Bank
UNCHANGED45145100%$177.7K$161.0K-$16.7K2026-10-14
McCarley & Cook Financial Planners
UNCHANGED43643600%$171.8K$155.6K-$16.2K2026-10-21
Central Trust Co
INCREASED434392+42+11%$154.4K$154.9K+$4622026-11-05
Phillips Financial Management, LLC
UNCHANGED43043000%$169.4K$153.5K-$15.9K2026-10-19
Grove Bank & Trust
UNCHANGED42742700%$168.2K$152.4K-$15.8K2026-10-08
Arcadia Investment Advisors LLC
UNCHANGED41941900%$165.1K$149.5K-$15.5K2026-10-13
AlphaCore Capital LLC
INCREASED393355+38+11%$139.9K$140.3K+$4062026-11-04
Peachtree Investment Partners, LLC
DECREASED388428-40-9%$168.6K$138.6K-$30.0K2026-11-05
NBH Bank
UNCHANGED38538500%$151.7K$137.4K-$14.3K2026-11-05
Jacobi Capital Management LLC
NEW366—+366——$130.8K—2026-11-05
United Community Bank
DECREASED362387-25-6%$152.5K$129.2K-$23.3K2026-10-28
Root Financial Partners, LLC
NEW348—+348——$124.2K—2026-10-21
Trust Co
INCREASED345344+1+0%$135.5K$123.2K-$12.3K2026-10-09
Armor Investment Advisors, LLC
DECREASED340484-144-30%$190.7K$121.3K-$69.3K2026-10-27
Signaturefd, LLC
UNCHANGED32132100%$126.3K$114.4K-$11.9K2026-10-23
SYM Financial Corp
UNCHANGED31831800%$125.3K$113.5K-$11.8K2026-10-26
Trust Co of Toledo NA
INCREASED313301+12+4%$118.6K$111.7K-$6.9K2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED31331300%$123.3K$111.7K-$11.6K2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED309325-16-5%$128.0K$110-$127.9K2026-10-14
MB, Levis & Associates, LLC
DECREASED307326-19-6%$128.4K$109.7K-$18.7K2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED30330300%$119.4K$108.1K-$11.2K2026-11-02
UMB Private Wealth Management, LLC
NEW268—+268——$95.6K—2026-10-19
Ashton Thomas Securities, LLC
NEW259—+259——$92.4K—2026-10-26
Tsfg, LLC
DECREASED255350-95-27%$138.0K$91-$137.9K2026-10-23
Winthrop Capital Management, LLC
UNCHANGED25525500%$100.0K$91.0K-$9.0K2026-11-05
Sage Mountain Advisors LLC
UNCHANGED25325300%$99.7K$90.3K-$9.4K2026-11-02
J.Safra Asset Management Corp
UNCHANGED25025000%$98.5K$89.2K-$9.3K2026-11-03
Clayton Financial Group LLC
NEW242—+242——$86.4K—2026-10-13
Community Financial Services Group, LLC
NEW225—+225——$80.5K—2026-10-15
West Paces Advisors Inc.
UNCHANGED21621600%$85.1K$77.1K-$8.0K2026-10-13
Archer Investment Corp
INCREASED209184+25+14%$72.5K$74.6K+$2.1K2026-11-05
City State Bank
UNCHANGED20720700%$81.6K$73.9K-$7.7K2026-10-20
Realta Investment Advisors
UNCHANGED20020000%$78.8K$71.4K-$7.4K2026-10-14
General Partner, Inc.
UNCHANGED20020000%$78.8K$71.4K-$7.4K2026-10-05
Key Capital Management, Inc
UNCHANGED19819800%$78.0K$70.7K-$7.3K2026-11-03
CX Institutional
UNCHANGED18518500%$73$66-$72026-10-02
Dorato Capital Management
UNCHANGED18418400%$70.8K$65.4K-$5.4K2026-10-08
Gamma Investing LLC
DECREASED178188-10-5%$74.1K$63.5K-$10.5K2026-10-08
SRH Advisors, LLC
UNCHANGED16916900%$66.6K$60.3K-$6.3K2026-10-22
Madden Securities Corp
NEW165—+165——$58.9K—2026-10-27
Gleason Group, Inc.
UNCHANGED15615600%$61.6K$55.9K-$5.7K2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED15515500%$60.7K$55.5K-$5.2K2026-10-16
First Command Advisory Services, Inc.
INCREASED14795+52+55%$37.4K$52.5K+$15.0K2026-11-05
Signature Equity Partners, LLC
UNCHANGED14614600%$57.4K$52.0K-$5.3K2026-10-29
Syntax Research, Inc.
UNCHANGED14614600%$57.5K$52.1K-$5.4K2026-11-04
North Star Investment Management Corp.
UNCHANGED14014000%$55.2K$50.0K-$5.2K2026-10-27
Hurley Capital, LLC
UNCHANGED13513500%$53.4K$48.4K-$5.0K2026-11-05
Ashurst Perkins Coie Trust Co
UNCHANGED13213200%$52.0K$47.1K-$4.9K2026-10-15
CoreCap Advisors, LLC
DECREASED128138-10-7%$54.4K$45.7K-$8.7K2026-10-08
Asset Dedication, LLC
UNCHANGED12712700%$50.0K$45.3K-$4.7K2026-11-03
Retirement Wealth Solutions LLC
UNCHANGED11511500%$45.3K$41.0K-$4.3K2026-10-07
Harbor Asset Planning, Inc.
UNCHANGED11311300%$44.6K$40.5K-$4.2K2026-10-23
Arlington Trust Co LLC
UNCHANGED11211200%$44.1K$40.0K-$4.2K2026-10-20
Bear Mountain Capital, Inc.
INCREASED10891+17+19%$34.8K$36.6K+$1.8K2026-11-04
Ascentis Independent Advisors
INCREASED1022+100+5000%$787$36.6K+$35.8K2026-11-03
Coastline Trust Co
UNCHANGED10110100%$39.8K$36.0K-$3.7K2026-10-01
Pinnacle Bancorp, Inc.
UNCHANGED10010000%$39.4K$35.7K-$3.7K2026-10-21
Kingdom Financial Group Llc.
NEW95—+95——$33.9K—2026-11-04
EPG Wealth Management LLC
UNCHANGED939300%$36.6K$33.2K-$3.4K2026-11-03
Pflug Koory, LLC
UNCHANGED909000%$35.5K$32.1K-$3.3K2026-10-26
Buck Wealth Strategies, LLC
NEW89—+89——$31.8K—2026-10-28
Creative Financial Designs Inc
UNCHANGED868600%$33.9K$30.7K-$3.2K2026-11-04
Insight Inv LLC
UNCHANGED828200%$32.3K$29.3K-$3.0K2026-10-27
Provenance Wealth Advisors, LLC
INCREASED8166+15+23%$26.0K$28.9K+$2.9K2026-10-30
PFS Partners, LLC
UNCHANGED818100%$31.9K$28.9K-$3.0K2026-10-21
Latitude Advisors, LLC
NEW79—+79——$28.2K—2026-10-27
Abound Wealth Management
UNCHANGED757500%$29.6K$26.8K-$2.8K2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED666600%$25.8K$23.4K-$2.4K2026-11-02
WPG Advisers, LLC
DECREASED6265-3-5%$25.6K$22.1K-$3.5K2026-10-27
Cornerstone National Bank & Trust Co
NEW60—+60——$21.5K—2026-10-20
KFG LLC
NEW59—+59——$21.1K—2026-11-02
Gen-Wealth Partners Inc
UNCHANGED515100%$20.1K$18.2K-$1.9K2026-11-04
Northstar Asset Management Co
UNCHANGED505000%$18.5K$17.5K-$9862026-10-22
Signature Resources Capital Management, LLC
UNCHANGED505000%$19.7K$17.8K-$1.9K2026-10-16
Jnba Financial Advisors
UNCHANGED505000%$19.8K$18.0K-$1.9K2026-11-03
Salomon & Ludwin, LLC
UNCHANGED464600%$18.0K$16.4K-$1.6K2026-10-29
Richardson Financial Services Inc.
UNCHANGED444400%$17.3K$15.7K-$1.6K2026-10-30
Wolff Wiese Magana LLC
UNCHANGED434300%$16.9K$15.3K-$1.6K2026-10-15
Avion Wealth
UNCHANGED424200%$16$15.0K+$15.0K2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED393900%$15.4K$13.9K-$1.4K2026-10-20
Bullock Wealth Management Group
UNCHANGED333300%$12.9K$11.8K-$1.1K2026-10-09
Sima Wealth Partners, LLC
UNCHANGED333300%$13.0K$11.8K-$1.2K2026-10-19
Evolution Wealth Management Inc.
UNCHANGED292900%$11.4K$10.4K-$1.1K2026-10-28
Essential Investment Partners LLC
UNCHANGED252500%$9.8K$8.9K-$9262026-10-27
Richardson Capital Management LLC
UNCHANGED252500%$9.8K$8.9K-$9262026-10-23
Marquette Asset Management, LLC
UNCHANGED252500%$9.8K$8.9K-$9262026-10-09
Ares Financial Consulting, LLC
UNCHANGED232300%$9.1K$8.2K-$8452026-10-19
Valued Wealth Advisors LLC
NEW22—+22——$7.9K—2026-11-05
GK Wealth Management LLC
NEW21—+21——$7.3K—2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED212100%$8.3K$7.5K-$7792026-10-14
RMG Wealth Management LLC
UNCHANGED212100%$8.2K$7.3K-$9772026-10-26
Biltmore Family Office, LLC
UNCHANGED202000%$7.9K$7.1K-$7412026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED202000%$7.9K$7.1K-$7422026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED202000%$7.9K$7.1K-$7412026-10-15
Mascoma Wealth Management LLC
UNCHANGED161600%$6.3K$5.7K-$5932026-10-23
IFS Advisors, LLC
NEW13—+13——$4.6K—2026-10-14
Godsey & Gibb, Inc
NEW13—+13——$4.6K—2026-10-14
Tounjian Advisory Partners, LLC
UNCHANGED131300%$5.3K$4.8K-$4902026-11-04
Go Invest LLC
UNCHANGED121200%$4.6K$4.2K-$4302026-10-09
GGM Financial LLC
INCREASED102+8+400%$808$3.6K+$2.8K2026-11-05
Nfsg Corp
DECREASED810-2-20%$4.1K$3.0K-$1.1K2026-10-15
Halbert Hargrove Global Advisors, LLC
UNCHANGED8800%$3.2K$2.9K-$2992026-10-16
TFC Financial Management, Inc.
UNCHANGED7700%$2.8K$2.5K-$2592026-10-26
Heritage Family Offices, LLP
NEW4—+4——$1.4K—2026-11-02
Breakwater Investment Management
DECREASED420-16-80%$7.9K$1.4K-$6.5K2026-10-20
Compass Financial Management LLC
DECREASED321-18-86%$8.3K$1.1K-$7.2K2026-10-30
Toth Financial Advisory Corp
UNCHANGED3300%$1.2K$1.1K-$1102026-10-08
Maryland Capital Advisors Inc.
UNCHANGED2200%$788$714-$742026-10-15
Ascentis Wealth Management, LLC
NEW1—+1——$356—2026-11-03
Nova Financial LLC
NEW1—+1——$357—2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED1100%$394$357-$372026-10-23
Downshift Financial, LLC
UNCHANGED1100%$394$357-$372026-10-13
Monument Capital Management
CLOSED019,586-19,586-100%$7.7M$0-$7.7M2026-10-09
Clear Creek Financial Management, LLC
CLOSED05,427-5,427-100%$2.1M$0-$2.1M2026-10-28
Indivisible Partners
CLOSED0896-896-100%$352.8K$0-$352.8K2026-10-26
TBH Global Asset Management, LLC
CLOSED0845-845-100%$332.9K$0-$332.9K2026-11-03
Roof Eidam Maycock Peralta, LLC
CLOSED0829-829-100%$326.6K$0-$326.6K2026-10-15
BLB&B Advisors, LLC
CLOSED0681-681-100%$268.3K$0-$268.3K2026-10-27
Ellis Investment Partners, LLC
CLOSED0620-620-100%$244.6K$0-$244.6K2026-10-21
Clientfirst Wealth Management, LLC
CLOSED0591-591-100%$232.8K$0-$232.8K2026-11-04
Family Investment Center, Inc.
CLOSED0559-559-100%$220.2K$0-$220.2K2026-10-19
Magnus Financial Group LLC
CLOSED0555-555-100%$218.5K$0-$218.5K2026-10-21
Wealth Dimensions Group, Ltd.
CLOSED0550-550-100%$216.7K$0-$216.7K2026-11-02
Saxon Interests, Inc.
CLOSED0549-549-100%$216.3K$0-$216.3K2026-10-26
Anchor Capital Advisors LLC
CLOSED0544-544-100%$214.3K$0-$214.3K2026-11-05
Flagship Private Wealth, LLC
CLOSED0543-543-100%$214.0K$0-$214.0K2026-11-05
Tanager Wealth Management LLP
CLOSED0540-540-100%$212.7K$0-$212.7K2026-10-19
Traynor Capital Management, Inc.
CLOSED0537-537-100%$211.6K$0-$211.6K2026-10-29
Beverly Hills Private Wealth, LLC
CLOSED0530-530-100%$208.8K$0-$208.8K2026-11-04
O'Connor Financial Group LLC
CLOSED0521-521-100%$205.3K$0-$205.3K2026-10-26
PVG Asset Management Corp
CLOSED0520-520-100%$204.9K$0-$204.9K2026-10-19
Signal Advisors Wealth, LLC
CLOSED0517-517-100%$203.6K$0-$203.6K2026-10-13
Atticus Wealth Management, LLC
CLOSED0516-516-100%$203.4K$0-$203.4K2026-10-20
Rockwood Wealth Management, LLC
CLOSED0513-513-100%$202.1K$0-$202.1K2026-10-27
MRA Advisory Group
CLOSED0508-508-100%$200.3K$0-$200.3K2026-10-07
MCF Advisors LLC
CLOSED0199-199-100%$78.4K$0-$78.4K2026-10-28
Tucker Asset Management LLC
CLOSED0150-150-100%$59.1K$0-$59.1K2026-10-29
LifeSteps Financial, Inc.
CLOSED076-76-100%$29.9K$0-$29.9K2026-10-15
Gill Capital Partners, LLC
CLOSED071-71-100%$28.0K$0-$28.0K2026-10-13
Cape Investment Advisory, Inc.
CLOSED053-53-100%$20.9K$0-$20.9K2026-10-13
Hoese & Co LLP
CLOSED037-37-100%$14.6K$0-$14.6K2026-10-21
Salem Investment Counselors Inc
CLOSED037-37-100%$14.6K$0-$14.6K2026-10-13
Concord Wealth Partners
CLOSED032-32-100%$12.8K$0-$12.8K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED020-20-100%$7.9K$0-$7.9K2026-10-26
Clean Yield Group
CLOSED017-17-100%$6.7K$0-$6.7K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED013-13-100%$5.1K$0-$5.1K2026-10-26
Mcdonald Partners LLC
CLOSED04-4-100%$1.6K$0-$1.6K2026-11-03
Chilton Capital Management LLC
CLOSED02-2-100%$788$0-$7882026-10-28
Raleigh Capital Management Inc.
CLOSED000—$27$0-$272026-10-28
Bank of America Corp
N/A—3,483,298-3,483,298-100%$1.4B———
Morgan Stanley
N/A—2,328,293-2,328,293-100%$917.3M———
Envestnet Asset Management Inc
N/A—1,080,233-1,080,233-100%$425.6M———
Goldman Sachs Group Inc
N/A—965,896-965,896-100%$380.5M———
Wells Fargo & Company
N/A—704,958-704,958-100%$277.7M———
LPL Financial LLC
N/A—598,485-598,485-100%$235.8M———
PNC Financial Services Group, Inc.
N/A—592,625-592,625-100%$233.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—546,451-546,451-100%$215.3M———
FMR LLC
N/A—531,617-531,617-100%$209.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—513,500-513,500-100%$202.3M———
UBS Group AG
N/A—511,151-511,151-100%$201.4M———
Tiaa Wealth Investment Management LLC
N/A—468,427-468,427-100%$182.8M———
Alliancebernstein L.P.
N/A—446,583-446,583-100%$140.1M———
Raymond James Financial Inc
N/A—433,927-433,927-100%$171.0M———
Northern Trust Corp
N/A—412,943-412,943-100%$162.7M———
JPMorgan Chase & Co
N/A—397,150-397,150-100%$155.0M———
M&T Bank Corp
N/A—344,603-344,603-100%$135.8M———
BNP Paribas Financial Markets
N/A—340,110-340,110-100%$134.0M———
Royal Bank of Canada
N/A—328,945-328,945-100%$129.6M———
Cetera Investment Advisers
N/A—232,731-232,731-100%$91.7M———
Financial Engines Advisors L.L.C.
N/A—223,223-223,223-100%$87.9M———
Commerce Bank
N/A—216,194-216,194-100%$85.2M———
Northwestern Mutual Wealth Management Co
N/A—161,029-161,029-100%$63.4M———
SEI Investments Co
N/A—159,552-159,552-100%$62.9M———
Ameriprise Financial Inc
N/A—159,500-159,500-100%$63.3M———
Jones Financial Companies Lllp
N/A—157,199-157,199-100%$61.1M———
Brown Advisory Inc
N/A—135,926-135,926-100%$53.5M———
Rockefeller Capital Management L.P.
N/A—133,779-133,779-100%$52.7M———
Cresset Asset Management, LLC
N/A—131,388-131,388-100%$51.8M———
Pathstone Holdings, LLC
N/A—130,483-130,483-100%$51.4M———
Clearbridge Investments, LLC
N/A—116,668-116,668-100%$46.0M———
Focus Partners Wealth
N/A—112,606-112,606-100%$44.4M———
MAI Capital Management
N/A—103,431-103,431-100%$40.7M———
Osaic Holdings, Inc.
N/A—101,157-101,157-100%$39.9M———
Hantz Financial Services, Inc.
N/A—97,455-97,455-100%$38.4M———
Wellington Management Group LLP
N/A—87,193-87,193-100%$34.4M———
Geneva Capital Management LLC
N/A—86,150-86,150-100%$33.9M———
Cerity Partners LLC
N/A—81,647-81,647-100%$32.2M———
Bank of Montreal
N/A—80,572-80,572-100%$31.7M———
Captrust Financial Advisors
N/A—79,296-79,296-100%$31.2M———
Stifel Financial Corp
N/A—78,206-78,206-100%$30.8M———
Moneta Group Investment Advisors LLC
N/A—77,728-77,728-100%$30.6M———
HighTower Advisors, LLC
N/A—73,549-73,549-100%$29.0M———
Franklin Resources Inc
N/A—70,478-70,478-100%$27.8M———
MML Investors Services, LLC
N/A—69,634-69,634-100%$27.4M———
Summit Financial, LLC
N/A—63,786-63,786-100%$25.1M———
Potomac Fund Management Inc
N/A—61,560-61,560-100%$24.3M———
Fuller & Thaler Asset Management, Inc.
N/A—58,463-58,463-100%$23.0M———
Mariner, LLC
N/A—56,396-56,396-100%$22.2M———
Baird Financial Group, Inc.
N/A—52,508-52,508-100%$20.7M———
Barclays PLC
N/A—51,002-51,002-100%$20.1M———
Wealthspire Advisors, LLC
N/A—48,319-48,319-100%$19.0M———
Axiom Investors LLC
N/A—46,400-46,400-100%$18.3M———
Jane Street Group, LLC
N/A—46,291-46,291-100%$18.2M———
Steward Partners Investment Advisory, LLC
N/A—45,510-45,510-100%$17.9M———
Silvercrest Asset Management Group LLC
N/A—45,212-45,212-100%$17.8M———
Citadel Advisors LLC
N/A—42,676-42,676-100%$16.8M———
Tobias Financial Advisors, Inc.
N/A—42,656-42,656-100%$16.8M———
Blair William & Co
N/A—41,456-41,456-100%$16.3M———
Whittier Trust Co of Nevada Inc
N/A—39,839-39,839-100%$15.4M———
BlackRock, Inc.
N/A—39,455-39,455-100%$15.5M———
Pinnacle Financial Partners, Inc.
N/A—39,437-39,437-100%$15.5M———
Quent Capital, LLC
N/A—38,920-38,920-100%$15.3M———
HSBC Holdings PLC
N/A—37,162-37,162-100%$14.6M———
William Blair Investment Management, LLC
N/A—37,120-37,120-100%$14.6M———
Waverly Advisors, LLC
N/A—37,077-37,077-100%$14.6M———
Zions Bancorporation, National Association
N/A—36,502-36,502-100%$14.4M———
Tiaa Trust, National Association
N/A—34,294-34,294-100%$13.5M———
Optiver Holding B.V.
N/A—33,503-33,503-100%$13.2M———
Stephens Inc
N/A—33,085-33,085-100%$13.0M———
Orion Porfolio Solutions, LLC
N/A—32,384-32,384-100%$12.8M———
Mercer Global Advisors Inc
N/A—29,965-29,965-100%$11.8M———
Sanctuary Advisors, LLC
N/A—28,805-28,805-100%$11.3M———
CIBC Bancorp USA Inc.
N/A—27,246-27,246-100%$10.7M———
NewEdge Advisors, LLC
N/A—26,386-26,386-100%$10.4M———
EP Wealth Advisors, LLC
N/A—26,096-26,096-100%$10.3M———
Equitable Holdings, Inc.
N/A—25,925-25,925-100%$10.2M———
Glenmede Trust Co NA
N/A—25,920-25,920-100%$10.2M———
Team Hewins, LLC
N/A—25,574-25,574-100%$10.1M———
Modern Wealth Management, LLC
N/A—25,117-25,117-100%$9.9M———
Savant Capital, LLC
N/A—24,326-24,326-100%$9.6M———
360 Financial, Inc.
N/A—24,154-24,154-100%$9.5M———
Johnson Investment Counsel Inc
N/A—24,001-24,001-100%$9.5M———
MidFirst Bank
N/A—23,443-23,443-100%$9.2M———
Natixis Advisors, LLC
N/A—23,358-23,358-100%$9.2M———
Whittier Trust Co
N/A—23,276-23,276-100%$9.1M———
GTS Securities LLC
N/A—22,645-22,645-100%$8.9M———
Beacon Pointe Advisors, LLC
N/A—20,518-20,518-100%$8.1M———
Highland Investment Advisors LLC
N/A—20,110-20,110-100%$7.9M———
Fiduciary Trust Co
N/A—19,973-19,973-100%$7.9M———
Arax Advisory Partners
N/A—19,078-19,078-100%$7.5M———
Fortis Group Advisors, LLC
N/A—18,757-18,757-100%$7.4M———
XTX Topco Ltd
N/A—18,379-18,379-100%$7.2M———
Envestnet Portfolio Solutions, Inc.
N/A—17,873-17,873-100%$7.0M———
Deutsche Bank Ag\
N/A—17,300-17,300-100%$6.8M———
Stock Yards Bank & Trust Co
N/A—16,813-16,813-100%$6.6M———
Coldstream Capital Management Inc
N/A—16,709-16,709-100%$6.6M———
Two Sigma Investments, LP
N/A—16,622-16,622-100%$6.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—16,509-16,509-100%$6.5M———
Mach-1 Financial Group, LLC
N/A—16,496-16,496-100%$6.5M———
Prudential Financial Inc
N/A—14,965-14,965-100%$5.9M———
AE Wealth Management LLC
N/A—14,419-14,419-100%$5.7M———
Vance Wealth, LLC
N/A—14,120-14,120-100%$5.6M———
Compass Capital Management, Inc
N/A—13,811-13,811-100%$5.4M———
EMC Capital Management
N/A—13,732-13,732-100%$5.4M———
Lowery Thomas, LLC
N/A—13,472-13,472-100%$5.3M———
Prime Buchholz LLC
N/A—13,458-13,458-100%$5.3M———
Connective Capital Management, LLC
N/A—13,453-13,453-100%$5.3M———
Great Valley Advisor Group, Inc.
N/A—13,236-13,236-100%$5.2M———
AQR Capital Management LLC
N/A—13,135-13,135-100%$5.2M———
Huntington National Bank
N/A—12,911-12,911-100%$5.1M———
Sequent Asset Management, LLC
N/A—12,209-12,209-100%$4.8M———
Stratos Wealth Partners, Ltd.
N/A—12,194-12,194-100%$4.8M———
LGL Partners, LLC
N/A—12,133-12,133-100%$4.8M———
Rehmann Capital Advisory Group
N/A—11,774-11,774-100%$4.6M———
Janney Montgomery Scott LLC
N/A—11,684-11,684-100%$4.6M———
Tradition Wealth Management, LLC
N/A—11,654-11,654-100%$4.6M———
Dorsey & Whitney Trust Co LLC
N/A—11,421-11,421-100%$4.5M———
First Foundation Advisors
N/A—10,891-10,891-100%$4.3M———
Quantum Portfolio Management LLC
N/A—10,574-10,574-100%$4.2M———
Foundations Investment Advisors, LLC
N/A—10,326-10,326-100%$4.1M———
&partners
N/A—10,308-10,308-100%$4.1M———
BBR Partners, LLC
N/A—10,057-10,057-100%$4.0M———
Rice Hall James & Associates, LLC
N/A—9,918-9,918-100%$3.9M———
Global Retirement Partners, LLC
N/A—9,838-9,838-100%$3.9M———
Merit Financial Group, LLC
N/A—9,697-9,697-100%$3.8M———
CreativeOne Wealth, LLC
N/A—9,678-9,678-100%$3.8M———
Vanguard National Trust Co
N/A—9,516-9,516-100%$3.7M———
Wealthfront Advisers LLC
N/A—9,375-9,375-100%$3.7M———
Arkadios Wealth Advisors
N/A—9,320-9,320-100%$3.7M———
Widmann Financial Services, Inc.
N/A—9,013-9,013-100%$3.6M———
Sand Hill Global Advisors, LLC
N/A—9,012-9,012-100%$3.6M———
Clearstead Advisors, LLC
N/A—8,954-8,954-100%$3.5M———
One Capital Management, LLC
N/A—8,856-8,856-100%$2.8M———
Integrated Wealth Concepts LLC
N/A—8,763-8,763-100%$3.5M———
SGL Investment Advisors, Inc.
N/A—8,653-8,653-100%$3.4M———
Corsair Capital Management, L.P.
N/A—8,484-8,484-100%$3.3M———
NewEdge Wealth, LLC
N/A—8,356-8,356-100%$3.3M———
Bartlett & Co. Wealth Management LLC
N/A—8,335-8,335-100%$3.3M———
Quantinno Capital Management LP
N/A—8,020-8,020-100%$3.2M———
World Investment Advisors
N/A—7,950-7,950-100%$2.5M———
Gotham Asset Management, LLC
N/A—7,916-7,916-100%$3.1M———
IEQ Capital, LLC
N/A—7,916-7,916-100%$3.1M———
Ashford Capital Management Inc
N/A—7,798-7,798-100%$3.1M———
Geneos Wealth Management Inc.
N/A—7,786-7,786-100%$3.1M———
Legacy Edge Advisors, LLC
N/A—7,700-7,700-100%$3.0M———
Hilltop Holdings Inc.
N/A—7,626-7,626-100%$3.0M———
Private Advisor Group, LLC
N/A—7,428-7,428-100%$2.9M———
Snowden Capital Advisors LLC
N/A—7,005-7,005-100%$2.8M———
Private Wealth Asset Management, LLC
N/A—6,957-6,957-100%$2.7M———
HRT Financial LP
N/A—6,850-6,850-100%$2.7M———
Private Advisory Group LLC
N/A—6,678-6,678-100%$2.6M———
Price T Rowe Associates Inc
N/A—6,644-6,644-100%$2.6M———
JMG Financial Group, Ltd.
N/A—6,616-6,616-100%$2.6M———
Financial Sense Advisors, Inc.
N/A—6,474-6,474-100%$2.6M———
Sequoia Financial Advisors, LLC
N/A—6,452-6,452-100%$2.5M———
Index Technologies Group LLC
N/A—6,410-6,410-100%$2.5M———
Forum Finance Group S.A.
N/A—6,385-6,385-100%$2.0K———
OneDigital Investment Advisors LLC
N/A—6,250-6,250-100%$2.5M———
Texas Yale Capital Corp.
N/A—6,076-6,076-100%$2.4M———
Somerset Group LLC
N/A—5,990-5,990-100%$2.3M———
Wescott Financial Advisory Group, LLC
N/A—5,978-5,978-100%$2.4M———
Haverford Trust Co
N/A—5,876-5,876-100%$2.3M———
Tower Research Capital LLC (TRC)
N/A—5,825-5,825-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—5,555-5,555-100%$2.2M———
Focus Partners Advisor Solutions, LLC
N/A—5,455-5,455-100%$2.1M———
BTC Capital Management, Inc.
N/A—5,394-5,394-100%$2.1M———
Pointe Capital Management LLC
N/A—5,324-5,324-100%$2.1M———
RPg Family Wealth Advisory, LLC
N/A—5,315-5,315-100%$2.1M———
Risk Paradigm Group, LLC
N/A—5,309-5,309-100%$2.1M———
BFC Planning, Inc.
N/A—5,295-5,295-100%$2.1M———
Caprock Group, LLC
N/A—5,284-5,284-100%$2.1M———
Jasper Ridge Partners, L.P.
N/A—5,145-5,145-100%$2.0M———
Jackson, Grant Investment Advisers, Inc.
N/A—4,949-4,949-100%$1.9M———
United Capital Financial Advisors, LLC
N/A—4,821-4,821-100%$1.9M———
MWA Asset Management
N/A—4,702-4,702-100%$1.9M———
Naviter Wealth, LLC
N/A—4,560-4,560-100%$1.8M———
Boston Family Office LLC
N/A—4,441-4,441-100%$1.8M———
Vawter Financial, Ltd.
N/A—4,406-4,406-100%$1.7M———
UMB Bank, n.a.
N/A—4,401-4,401-100%$1.7M———
Allium Financial Advisors, LLC
N/A—4,397-4,397-100%$1.7M———
Independent Advisor Alliance
N/A—4,351-4,351-100%$1.7M———
Capital Group Private Client Services, Inc.
N/A—4,191-4,191-100%$1.7M———
Meramec Financial Planners, LLC
N/A—4,187-4,187-100%$1.6M———
Betterment LLC
N/A—4,041-4,041-100%$1.6M———
Navis Wealth Advisors, LLC
N/A—3,980-3,980-100%$1.6M———
Intrepid Financial Planning Group LLC
N/A—3,889-3,889-100%$1.5M———
Diversified Trust Co
N/A—3,859-3,859-100%$1.5M———
Smartleaf Asset Management LLC
N/A—3,846-3,846-100%$1.5M———
Bragg Financial Advisors, Inc
N/A—3,842-3,842-100%$1.5M———
Allworth Financial LP
N/A—3,816-3,816-100%$1.5M———
Strategic Wealth Partners, Ltd.
N/A—3,712-3,712-100%$1.5M———
Ameritas Advisory Services, LLC
N/A—3,566-3,566-100%$1.4M———
Insight 2811, Inc.
N/A—3,566-3,566-100%$1.4M———
FAS Wealth Partners, Inc.
N/A—3,538-3,538-100%$1.4M———
Centaurus Financial, Inc.
N/A—3,537-3,537-100%$1.4M———
Walsh & Associates, LLC
N/A—3,491-3,491-100%$1.4M———
Kingsview Wealth Management, LLC
N/A—3,429-3,429-100%$1.4M———
Neuberger Berman Group LLC
N/A—3,399-3,399-100%$1.3M———
Ironwood Investment Counsel, LLC
N/A—3,368-3,368-100%$1.3M———
Clarion Wealth Managment Partners, LLC
N/A—3,352-3,352-100%$1.3M———
Dakota Wealth Management
N/A—3,267-3,267-100%$1.3M———
Nuveen, LLC
N/A—3,248-3,248-100%$1.3M———
Fidelis Capital Partners, LLC
N/A—3,181-3,181-100%$1.3M———
AFT, Forsyth & Company, Inc.
N/A—3,153-3,153-100%$1.2M———
AMJ Financial Wealth Management
N/A—3,083-3,083-100%$967.5K———
Savvy Advisors, Inc.
N/A—3,050-3,050-100%$1.2M———
Waterloo Capital, L.P.
N/A—3,043-3,043-100%$1.2M———
HBK Sorce Advisory LLC
N/A—3,031-3,031-100%$1.2M———
Alesco Advisors, LLC, An ESL Co
N/A—3,000-3,000-100%$1.2M———
Nomura Asset Management Co LTD
N/A—3,000-3,000-100%$1.2M———
Stonebridge Financial Planning Group, LLC
N/A—2,951-2,951-100%$1.2M———
Advisory Services Network, LLC
N/A—2,940-2,940-100%$1.2M———
National Philanthropic Trust
N/A—2,925-2,925-100%$1.2M———
Aptus Capital Advisors, LLC
N/A—2,913-2,913-100%$1.1M———
Disciplined Investments, LLC
N/A—2,892-2,892-100%$1.1M———
Hollencrest Capital Management
N/A—2,861-2,861-100%$1.1M———
Pettyjohn, Wood & White, Inc
N/A—2,760-2,760-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—2,757-2,757-100%$1.1M———
Harbour Investments, Inc.
N/A—2,745-2,745-100%$1.1M———
Intellectus Partners, LLC
N/A—2,735-2,735-100%$1.1M———
Bedel Financial Consulting, Inc.
N/A—2,730-2,730-100%$1.1M———
Copia Wealth Management
N/A—2,719-2,719-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—2,658-2,658-100%$1.0M———
Kovack Advisors, Inc.
N/A—2,645-2,645-100%$1.0M———
First National Bank of Omaha
N/A—2,639-2,639-100%$1.0M———
Millennium Management LLC
N/A—2,628-2,628-100%$1.0M———
Nicholas Investment Partners, LP
N/A—2,625-2,625-100%$1.0M———
First Commonwealth Financial Corp
N/A—2,605-2,605-100%$1.0M———
Palisades Hudson Asset Management, L.P.
N/A—2,579-2,579-100%$1.0M———
NorthRock Partners, LLC
N/A—2,571-2,571-100%$1.0M———
Pacific Point Advisors, LLC
N/A—2,500-2,500-100%$984.9K———
Freestone Capital Holdings, LLC
N/A—2,491-2,491-100%$981.4K———
Garrison Point Advisors, LLC
N/A—2,477-2,477-100%$975.8K———
Kiley Juergens Wealth Management, LLC
N/A—2,382-2,382-100%$938.4K———
Sound View Wealth Advisors Group, LLC
N/A—2,352-2,352-100%$926.5K———
Twin Focus Capital Partners, LLC
N/A—2,350-2,350-100%$925.8K———
Peapack Gladstone Financial Corp
N/A—2,297-2,297-100%$905.0K———
Bradley Foster & Sargent Inc
N/A—2,295-2,295-100%$904.1K———
Legacy Trust
N/A—2,291-2,291-100%$902.6K———
Emerald Investment Advisers, LLC
N/A—2,254-2,254-100%$888.0K———
Sierra Capital LLC
N/A—2,223-2,223-100%$875.8K———
CI Investments Inc.
N/A—2,221-2,221-100%$875.0K———
Integrity Wealth Solutions LLC
N/A—2,218-2,218-100%$873.9K———
Banque Transatlantique SA
N/A—2,200-2,200-100%$866.7K———
Sentinel Wealth Management, Inc.
N/A—2,181-2,181-100%$859.2K———
American Wealth Advisors, LLC
N/A—2,147-2,147-100%$845.9K———
Advisors Capital Management, LLC
N/A—2,127-2,127-100%$838.3K———
Elgethun Capital Management
N/A—2,075-2,075-100%$817.5K———
SVB Wealth LLC
N/A—2,071-2,071-100%$815.9K———
Laird Norton Wetherby Trust Company, LLC
N/A—2,045-2,045-100%$805.7K———
HM Payson & Co
N/A—2,000-2,000-100%$787.9K———
Quantbot Technologies LP
N/A—2,000-2,000-100%$787.9K———
Moors & Cabot, Inc.
N/A—2,000-2,000-100%$787.9K———
Morris Financial Concepts, Inc.
N/A—1,956-1,956-100%$770.6K———
Colonial Trust Co / SC
N/A—1,927-1,927-100%$759.2K———
Benjamin Edwards Inc
N/A—1,923-1,923-100%$757.5K———
QRG Capital Management, Inc.
N/A—1,921-1,921-100%$756.8K———
Dravo BAY LLC
N/A—1,808-1,808-100%$712.3K———
Atlantic Union Bankshares Corp
N/A—1,793-1,793-100%$706.4K———
Strategies Wealth Advisors, LLC
N/A—1,791-1,791-100%$705.5K———
Fiducient Advisors LLC
N/A—1,789-1,789-100%$704.9K———
Two Sigma Securities, LLC
N/A—1,771-1,771-100%$697.7K———
Brand Asset Management Group, Inc.
N/A—1,727-1,727-100%$680.4K———
Cascade Wealth Advisors, Inc
N/A—1,718-1,718-100%$670.3K———
ST Germain D J Co Inc
N/A—1,714-1,714-100%$675.2K———
SOA Wealth Advisors, Llc.
N/A—1,704-1,704-100%$671.4K———
IHT Wealth Management, LLC
N/A—1,703-1,703-100%$670.8K———
Athena Investment Management
N/A—1,694-1,694-100%$667.4K———
Jupiter Wealth Management LLC
N/A—1,683-1,683-100%$663.0K———
Rosenblum Silverman Sutton S F Inc
N/A—1,675-1,675-100%$659.9K———
Castle Wealth Management LLC
N/A—1,672-1,672-100%$658.7K———
Brown Brothers Harriman & Co
N/A—1,661-1,661-100%$654.4K———
Northstar Financial Companies, Inc.
N/A—1,661-1,661-100%$654.4K———
Performance Wealth Partners, LLC
N/A—1,658-1,658-100%$653.2K———
Bearing Point Capital, LLC
N/A—1,626-1,626-100%$640.6K———
Destination Wealth Management
N/A—1,624-1,624-100%$640.0K———
Valmark Advisers, Inc.
N/A—1,621-1,621-100%$638.6K———
Proactive Wealth Strategies LLC
N/A—1,612-1,612-100%$635.4K———
Fiera Capital Corp
N/A—1,596-1,596-100%$628.8K———
Klcm Advisors, Inc.
N/A—1,476-1,476-100%$581.5K———
Callan Family Office, LLC
N/A—1,452-1,452-100%$572.0K———
Oxford Financial Group, Ltd. LLC
N/A—1,446-1,446-100%$569.7K———
Summit Wealth Partners, LLC
N/A—1,446-1,446-100%$569.7K———
RWA Wealth Partners, LLC
N/A—1,413-1,413-100%$556.7K———
Pier 88 Investment Partners LLC
N/A—1,400-1,400-100%$551.5K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,397-1,397-100%$550.2K———
Empirical Asset Management, LLC
N/A—1,385-1,385-100%$545.6K———
Nicolet Bankshares Inc
N/A—1,372-1,372-100%$540.5K———
Coastwise Capital Group, LLC
N/A—1,345-1,345-100%$529.9K———
Croban
N/A—1,334-1,334-100%$525.5K———
Quotient Wealth Partners, LLC
N/A—1,331-1,331-100%$524.4K———
Klingenstein Fields & Co LP
N/A—1,331-1,331-100%$524.4K———
S&CO Inc
N/A—1,329-1,329-100%$523.0K———
Gallagher Fiduciary Advisors, LLC
N/A—1,323-1,323-100%$521.1K———
KKM Financial LLC
N/A—1,311-1,311-100%$516.5K———
Russell Investments Group, Ltd.
N/A—1,308-1,308-100%$515.1K———
Cardiff Park Advisors, LLC
N/A—1,304-1,304-100%$513.7K———
Nwam LLC
N/A—1,279-1,279-100%$503.8K———
Summit Trail Advisors, LLC
N/A—1,273-1,273-100%$501.5K———
HighPoint Advisor Group LLC
N/A—1,265-1,265-100%$498.4K———
Fayez Sarofim & Co
N/A—1,264-1,264-100%$498.0K———
Flputnam Investment Management Co
N/A—1,260-1,260-100%$423.9K———
Oder Investment Management, LLC
N/A—1,260-1,260-100%$496.4K———
UBS Asset Management Americas LLC
N/A—1,260-1,260-100%$496.4K———
Paladin Advisory Group, LLC
N/A—1,259-1,259-100%$496.0K———
Nelson Capital Management, LLC
N/A—1,250-1,250-100%$492.5K———
FourThought Financial Partners, LLC
N/A—1,221-1,221-100%$481.0K———
Principal Securities, Inc.
N/A—1,217-1,217-100%$479.4K———
Smith, Moore & Co.
N/A—1,216-1,216-100%$479.0K———
First Western Trust Bank
N/A—1,205-1,205-100%$474.7K———
Castleark Management LLC
N/A—1,200-1,200-100%$472.8K———
Clare Market Investments LLC
N/A—1,198-1,198-100%$472.0K———
BHK Investment Advisors, LLC
N/A—1,175-1,175-100%$463.1K———
American Trust
N/A—1,172-1,172-100%$461.8K———
Trivium Point Advisory, LLC
N/A—1,164-1,164-100%$458.7K———
BCI Securities, Inc.
N/A—1,164-1,164-100%$458.6K———
Mosaic Family Wealth Partners, LLC
N/A—1,136-1,136-100%$447.5K———
Granite Harbor Advisors, Inc.
N/A—1,126-1,126-100%$443.6K———
R.H. Investment Group, LLC
N/A—1,123-1,123-100%$442.4K———
Cahill Financial Advisors Inc
N/A—1,085-1,085-100%$427.6K———
Rialto Wealth Management, LLC
N/A—1,076-1,076-100%$423.9K———
SCS Capital Management LLC
N/A—1,071-1,071-100%$422.1K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,067-1,067-100%$420.4K———
SlateStone Wealth, LLC
N/A—1,066-1,066-100%$420.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,059-1,059-100%$417.1K———
Bessemer Group Inc
N/A—1,058-1,058-100%$417.0K———
Ethos Financial Group, LLC
N/A—1,045-1,045-100%$411.6K———
Mairs & Power Inc
N/A—1,040-1,040-100%$409.7K———
49 Wealth Management, LLC
N/A—1,035-1,035-100%$407.7K———
Alongside, LLC
N/A—1,035-1,035-100%$407.7K———
Madison Asset Management, LLC
N/A—1,032-1,032-100%$406.6K———
Falcon Wealth Planning
N/A—1,025-1,025-100%$403.8K———
Baker Avenue Asset Management, LP
N/A—1,019-1,019-100%$401.5K———
Schnieders Capital Management, Llc.
N/A—1,013-1,013-100%$399.1K———
Transcend Capital Advisors, LLC
N/A—1,009-1,009-100%$397.5K———
Cladis Investment Advisory, LLC
N/A—1,000-1,000-100%$394.0K———
Monograph Wealth Advisors, LLC
N/A—993-993-100%$391.3K———
McLaughlin Asset Management, Inc.
N/A—985-985-100%$387.9K———
Wealthspan Partners, LLC
N/A—977-977-100%$385.0K———
Investment Advisory Group, LLC
N/A—973-973-100%$383.4K———
Osbon Capital Management LLC
N/A—970-970-100%$382.2K———
Tulsa Wealth Advisors, Inc
N/A—966-966-100%$380.6K———
Bank OZK
N/A—960-960-100%$378.2K———
Spinnaker Trust
N/A—958-958-100%$377.4K———
Stonebridge Financial Group, LLC / MO
N/A—956-956-100%$376.4K———
Mutual Advisors, LLC
N/A—953-953-100%$375.3K———
Evercore Wealth Management, LLC
N/A—951-951-100%$374.7K———
Marco Investment Management LLC
N/A—945-945-100%$372.3K———
Scotia Capital Inc.
N/A—936-936-100%$368.8K———
Elm Partners Management LLC
N/A—928-928-100%$365.5K———
Institute for Wealth Management, Llc.
N/A—911-911-100%$358.9K———
Nvest Financial, LLC
N/A—891-891-100%$351.0K———
West Michigan Advisors, LLC
N/A—890-890-100%$350.6K———
Berkshire Asset Management LLC
N/A—885-885-100%$348.7K———
Insigneo Advisory Services, LLC
N/A—884-884-100%$348.3K———
Davis R M Inc
N/A—875-875-100%$344.7K———
Waddell & Associates, LLC
N/A—873-873-100%$343.9K———
Eight 31 Financial, LLC
N/A—863-863-100%$340.0K———
Alexander Labrunerie & Co., Inc.
N/A—850-850-100%$334.9K———
Florida Financial Advisors, LLC
N/A—849-849-100%$334.5K———
Rothschild Capital Partners, LLC
N/A—831-831-100%$327.4K———
Warner Financial, Inc
N/A—827-827-100%$325.8K———
Pure Financial Advisors, LLC
N/A—826-826-100%$325.4K———
Icon Wealth Advisors, LLC
N/A—821-821-100%$323.4K———
Argent Trust Co
N/A—808-808-100%$318.3K———
Hancock Whitney Corp
N/A—800-800-100%$315.2K———
Stratos Investment Management, LLC
N/A—792-792-100%$312.4K———
HFG Advisors, Inc.
N/A—784-784-100%$308.9K———
Prelude Capital Management, LLC
N/A—780-780-100%$307.3K———
Viawealth, LLC
N/A—778-778-100%$306.5K———
Clearwater Capital Advisors, LLC
N/A—767-767-100%$302.2K———
L & S Advisors Inc
N/A—766-766-100%$301.8K———
Xcelsior Advisor Partners LLC
N/A—751-751-100%$295.9K———
Rothschild Investment LLC
N/A—751-751-100%$295.9K———
Cannell & Spears LLC
N/A—742-742-100%$292.3K———
Ballentine Partners, LLC
N/A—723-723-100%$284.8K———
Smithfield Trust Co
N/A—721-721-100%$282.0K———
Western Wealth Management, LLC
N/A—716-716-100%$282.2K———
Mayport, LLC
N/A—700-700-100%$275.8K———
Cary Street Partners Financial LLC
N/A—684-684-100%$269.5K———
Tyche Wealth Partners LLC
N/A—664-664-100%$261.6K———
Essex Financial Services, Inc.
N/A—653-653-100%$257.1K———
Lowe Brockenbrough & Co Inc
N/A—648-648-100%$255.3K———
Belpointe Asset Management LLC
N/A—646-646-100%$254.5K———
Fortis Capital Advisors, LLC
N/A—646-646-100%$254.5K———
LaSalle St. Investment Advisors, LLC
N/A—621-621-100%$244.8K———
Safeguard Investment Advisory Group, LLC
N/A—617-617-100%$243.0K———
Thoroughbred Financial Services, LLC
N/A—615-615-100%$242.0K———
Presidio Capital Management, LLC
N/A—612-612-100%$241.1K———
Prosperity Consulting Group, LLC
N/A—607-607-100%$239.0K———
Capital Analysts, LLC
N/A—606-606-100%$239.0K———
Legend Capital Advisors LLC
N/A—606-606-100%$238.7K———
NorthStar Asset Management LLC
N/A—583-583-100%$229.8K———
River Wealth Advisors LLC
N/A—577-577-100%$227.3K———
Financial Life Planners
N/A—576-576-100%$226.7K———
Zhang Financial LLC
N/A—572-572-100%$225.2K———
BankPlus Trust Department
N/A—570-570-100%$224.6K———
Capstone Wealth Management, Inc.
N/A—553-553-100%$218.0K———
17 Capital Partners, LLC
N/A—550-550-100%$216.7K———
Auxano Advisors, LLC
N/A—547-547-100%$215.5K———
Maridea Wealth Management LLC
N/A—543-543-100%$213.9K———
Leigh Baldwin & Co., LLC
N/A—540-540-100%$212.7K———
PFG Investments, LLC
N/A—538-538-100%$211.8K———
Cascade Financial Partners, LLC
N/A—533-533-100%$210.0K———
Avise Financial Cooperative, Inc.
N/A—530-530-100%$208.8K———
Advyzon Investment Management, LLC
N/A—527-527-100%$207.6K———
Stokes Family Office, LLC
N/A—525-525-100%$206.8K———
RIK Saylor Financial, Inc.
N/A—525-525-100%$206.9K———
Stratos Wealth Advisors, LLC
N/A—524-524-100%$206.7K———
1492 Capital Management LLC
N/A—523-523-100%$206.0K———
MainStreet Investment Advisors LLC
N/A—515-515-100%$202.9K———
Advance Capital Management, Inc.
N/A—514-514-100%$202.5K———
Keel Point, LLC
N/A—514-514-100%$202.5K———
Wrapmanager Inc
N/A—513-513-100%$202.1K———
Red Door Wealth Management, LLC
N/A—511-511-100%$201.1K———
EFG International AG
N/A—509-509-100%$200.6K———
New Age Alpha Advisors, LLC
N/A—500-500-100%$197.0K———
Motco
N/A—475-475-100%$187.1K———
Rice Partnership, LLC
N/A—456-456-100%$179.6K———
Lazard Asset Management LLC
N/A—450-450-100%$177.3K———
Ancora Advisors LLCA
N/A—426-426-100%$167.8K———
Webster Bank, N. A.
N/A—425-425-100%$167.4K———
IFG Advisory, LLC
N/A—416-416-100%$163.9K———
BOK Financial Private Wealth, Inc.
N/A—416-416-100%$163.9K———
Addison Advisors LLC
N/A—401-401-100%$158.0K———
Concord Investment Counsel Inc.
N/A—394-394-100%$105.2K———
Tidemark, LLC
N/A—384-384-100%$151.4K———
National Bank of Canada
N/A—325-325-100%$128.0K———
Dunhill Financial, LLC
N/A—313-313-100%$123.3K———
Continuum Advisory, LLC
N/A—310-310-100%$122.1K———
SouthState Bank Corp
N/A—300-300-100%$118.2K———
Atlas Capital Advisors Inc.
N/A—277-277-100%$109.1K———
SHP Wealth Management
N/A—266-266-100%$104.8K———
CNB Bank
N/A—264-264-100%$104.0K———
Coston, McIsaac & Partners
N/A—259-259-100%$102.0K———
Transamerica Financial Advisors, LLC
N/A—254-254-100%$100.1K———
HHM Wealth Advisors, LLC
N/A—237-237-100%$93.4K———
Vanguard Advisers Inc
N/A—235-235-100%$92.5K———
Glen Eagle Advisors, LLC
N/A—212-212-100%$83.5K———
Horizon Bancorp Inc
N/A—182-182-100%$72.0K———
Investment Counsel Co of Nevada
N/A—178-178-100%$70.1K———
Seneschal Advisors, LLC
N/A—167-167-100%$65.8K———
IMA Advisory Services, Inc.
N/A—161-161-100%$63.4K———
Integrity Financial Corp
N/A—157-157-100%$61.9K———
Parvin Asset Management, LLC
N/A—150-150-100%$59.1K———
Quarry LP
N/A—120-120-100%$47.3K———
ESL Trust Services, LLC
N/A—111-111-100%$43.7K———
Frazier Financial Advisors, LLC
N/A—110-110-100%$43.3K———
Johnson Financial Group, Inc.
N/A—106-106-100%$41.8K———
HighMark Wealth Management LLC
N/A—101-101-100%$40.0K———
Caitlin John, LLC
N/A—98-98-100%$38.6K———
TD Capital Management LLC
N/A—93-93-100%$36.8K———
Clearstead Trust, LLC
N/A—88-88-100%$34.7K———
Strive Financial Group,LLC
N/A—79-79-100%$31.1K———
Nalls Sherbakoff Group, LLC
N/A—75-75-100%$29.5K———
Ameriflex Group, Inc.
N/A—74-74-100%$29.2K———
Wellington Grp LLC
N/A—74-74-100%$23.2K———
Bernard Wealth Management Corp.
N/A—65-65-100%$25.6K———
Steigerwald, Gordon & Koch Inc.
N/A—59-59-100%$23.2K———
Centennial Bank
N/A—59-59-100%$23.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—50-50-100%$19.7K———
Purpose Unlimited Inc.
N/A—50-50-100%$19.7K———
Strategic Wealth Advisors LLC
N/A—47-47-100%$15———
one8zero8, LLC
N/A—45-45-100%$17.7K———
Bogart Wealth, LLC
N/A—43-43-100%$16.9K———
Fiduciary Financial Advisors
N/A—43-43-100%$16.9K———
GW&K Investment Management, LLC
N/A—42-42-100%$17———
Keating Financial Advisory Services, Inc.
N/A—41-41-100%$16.2K———
Financial Gravity Companies, Inc.
N/A—41-41-100%$16.2K———
Longview Financial Advisors LLC
N/A—38-38-100%$15.0K———
LRI Investments, LLC
N/A—34-34-100%$13.4K———
Caldwell Sutter Capital, Inc.
N/A—33-33-100%$13.0K———
Glassman Wealth Services
N/A—33-33-100%$13.0K———
WealthShield Partners, LLC
N/A—32-32-100%$12.6K———
Mpwm Advisory Solutions, LLC
N/A—30-30-100%$11.8K———
Kerr Financial Planning Corp
N/A—27-27-100%$10.3K———
Delos Wealth Advisors, LLC
N/A—26-26-100%$10.2K———
Twin Lakes Capital Management, LLC
N/A—26-26-100%$10.3K———
Allied Private Wealth LLC
N/A—25-25-100%$9.6K———
Aventura Private Wealth, LLC
N/A—22-22-100%$8.7K———
Godfrey Financial Associates, Inc.
N/A—19-19-100%$7.5K———
CVA Family Office, LLC
N/A—15-15-100%$5.9K———
Medallion Wealth Advisors, LLC
N/A—14-14-100%$5.5K———
Founders Financial Alliance, LLC
N/A—14-14-100%$5.5K———
Bank of the Bluegrass & Trust Co.
N/A—13-13-100%$4.6K———
Broadwater Capital Management LLC
N/A—11-11-100%$4.3K———
Game Plan Financial Advisors, LLC
N/A—10-10-100%$3.9K———
New Republic Capital, LLC
N/A—10-10-100%$3.9K———
PlanVest Financial, Inc
N/A—9-9-100%$3.5K———
Alerus Financial NA
N/A—9-9-100%$3.5K———
N.E.W. Advisory Services LLC
N/A—8-8-100%$3.2K———
Synergy Investment Management, LLC
N/A—6-6-100%$2.2K———
Howe & Rusling Inc
N/A—6-6-100%$2.4K———
Operose Advisors LLC
N/A—5-5-100%$2.0K———
Millstone Evans Group, LLC
N/A—4-4-100%$1.6K———
Napier Financial, LLC
N/A—2-2-100%$788———
Prestige Wealth Management Group LLC
N/A—2-2-100%$788———
Anchor Bay Capital, Inc.
N/A—1-1-100%$389———
Showing 1144 of 1144 institutions