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Ishares Core S&P U.S. Growth (IUSG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Facet Wealth, Inc.
INCREASED
Shares2,410,395 from 884,912
Change+1,525,483 (+172%)
Value$467.0M (+$300.6M)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares1,803,536 from 1,888,418
Change-84,882 (-4%)
Value$349.4M (-$5.8M)
Filed 2026-10-15
Kestra Investment Management, LLC
DECREASED
Shares1,289,788 from 1,322,967
Change-33,179 (-3%)
Value$249.9M (+$42.2M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares843,747 from 809,815
Change+33,932 (+4%)
Value$163.5M (+$11.2M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares478,524 from 195,323
Change+283,201 (+145%)
Value$92.7M (+$56.0M)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares424,581 from 437,273
Change-12,692 (-3%)
Value$82.3M (+$15.9K)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares351,853 from 354,960
Change-3,107 (-1%)
Value$68.2M (+$1.4M)
Filed 2026-10-28
Tennessee Valley Asset Management Partners
DECREASED
Shares321,893 from 329,315
Change-7,422 (-2%)
Value$62.4M (+$426.0K)
Filed 2026-11-03
Cardinal Strategic Wealth Guidance
INCREASED
Shares291,291 from 289,900
Change+1,391 (+0%)
Value$56.4M (+$1.9M)
Filed 2026-11-02
Ddfg, Inc
INCREASED
Shares259,264 from 252,703
Change+6,561 (+3%)
Value$50.2M (+$2.7M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares237,031 from 120,374
Change+116,657 (+97%)
Value$45.9M (+$23.3M)
Filed 2026-10-16
Charles Schwab Trust Co
DECREASED
Shares234,363 from 254,306
Change-19,943 (-8%)
Value$45.4M (-$2.4M)
Filed 2026-10-15
Veracity Capital LLC
INCREASED
Shares228,843 from 227,402
Change+1,441 (+1%)
Value$44.3M (+$1.6M)
Filed 2026-10-08
Aspen Wealth Management LLC
INCREASED
Shares223,087 from 211,338
Change+11,749 (+6%)
Value$43.2M (+$3.5M)
Filed 2026-10-14
Voisard Asset Management Group, Inc.
INCREASED
Shares223,003 from 219,334
Change+3,669 (+2%)
Value$43.2M (+$2.0M)
Filed 2026-10-13
Cutler Investment Counsel LLC
INCREASED
Shares190,280 from 189,385
Change+895 (+0%)
Value$36.9M (+$1.2M)
Filed 2026-10-28
Systelligence, LLC
INCREASED
Shares184,039 from 112,585
Change+71,454 (+63%)
Value$7.9M (-$13.3M)
Filed 2026-11-05
CX Institutional
INCREASED
Shares159,903 from 154,478
Change+5,425 (+4%)
Value$31.0K (+$1.9K)
Filed 2026-10-02
Bank of New York Mellon Corp
INCREASED
Shares145,669 from 143,172
Change+2,497 (+2%)
Value$28.2M (+$1.3M)
Filed 2026-11-05
Alliance Private Wealth, LLC
DECREASED
Shares142,888 from 147,476
Change-4,588 (-3%)
Value$27.7M (-$54.4K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares136,066 from 127,601
Change+8,465 (+7%)
Value$26.4M (+$2.4M)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares134,621 from 138,357
Change-3,736 (-3%)
Value$26.1M (+$59.1K)
Filed 2026-10-30
Hudock, Inc.
INCREASED
Shares128,299 from 128,030
Change+269 (+0%)
Value$24.9M (+$776.8K)
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares126,869 from 122,713
Change+4,156 (+3%)
Value$24.6M (+$1.5M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares122,083 from 118,301
Change+3,782 (+3%)
Value$23.7K (-$22.2M)
Filed 2026-11-02
Foundry Financial Group, Inc.
INCREASED
Shares121,061 from 77,418
Change+43,643 (+56%)
Value$23.5M (+$8.9M)
Filed 2026-10-28
Doliver Advisors, LP
DECREASED
Shares120,602 from 129,735
Change-9,133 (-7%)
Value$23.4M (-$1.0M)
Filed 2026-10-01
Elevation Wealth Partners, LLC
INCREASED
Shares118,622 from 118,225
Change+397 (+0%)
Value$23.0M (+$746.1K)
Filed 2026-10-07
Waldron Private Wealth LLC
DECREASED
Shares113,740 from 142,383
Change-28,643 (-20%)
Value$22.0M (-$4.7M)
Filed 2026-11-02
PCA Investment Advisory Services Inc.
DECREASED
Shares98,081 from 101,558
Change-3,477 (-3%)
Value$19.0M (-$98.9K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
DECREASED
Shares97,236 from 101,556
Change-4,320 (-4%)
Value$18.3M (-$772.7K)
Filed 2026-11-02
Mascoma Wealth Management LLC
DECREASED
Shares90,258 from 91,744
Change-1,486 (-2%)
Value$17.5M (+$231.5K)
Filed 2026-10-23
Roberts Financial Services LLC
DECREASED
Shares87,701 from 88,554
Change-853 (-1%)
Value$17.0M (+$335.8K)
Filed 2026-10-23
Financial Council, LLC
DECREASED
Shares85,728 from 85,946
Change-218 (0%)
Value$16.6M (+$444.2K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares84,705 from 84,716
Change-11 (0%)
Value$16.4M (+$477.5K)
Filed 2026-11-02
VestGen Advisors, LLC
UNCHANGED
Shares80,938 from 80,938
Change0 (0%)
Value$15.7M (+$458.2K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED
Shares76,859 from 79,015
Change-2,156 (-3%)
Value$14.9M (+$124.2K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares75,382 from 45,800
Change+29,582 (+65%)
Value$14.8M (+$6.1M)
Filed 2026-10-13
Stevens Capital Partners
DECREASED
Shares75,324 from 78,151
Change-2,827 (-4%)
Value$14.6M (-$105.3K)
Filed 2026-10-29
Ironwood Wealth Management, Inc.
DECREASED
Shares75,042 from 75,302
Change-260 (0%)
Value$14.7M (+$548.4K)
Filed 2026-10-14
Cosner Financial Group, LLC
DECREASED
Shares68,735 from 79,293
Change-10,558 (-13%)
Value$13.3M (-$1.8M)
Filed 2026-11-03
TD Private Client Wealth LLC
DECREASED
Shares68,478 from 68,937
Change-459 (-1%)
Value$13.3M (+$301.3K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares66,989 from 66,605
Change+384 (+1%)
Value$13.0M (+$451.4K)
Filed 2026-10-30
Global Strategic Investment Solutions, LLC
INCREASED
Shares63,942 from 63,772
Change+170 (+0%)
Value$12.4M (+$393.7K)
Filed 2026-10-16
BOS Asset Management, LLC
DECREASED
Shares59,795 from 61,092
Change-1,297 (-2%)
Value$11.6M (+$94.6K)
Filed 2026-10-09
Ackerman Capital Advisors, LLC
INCREASED
Shares56,734 from 40,281
Change+16,453 (+41%)
Value$11.0M (+$3.4M)
Filed 2026-10-30
Phoenix Wealth Advisors
INCREASED
Shares48,787 from 48,409
Change+378 (+1%)
Value$9.5M (+$347.3K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares48,471 from 48,107
Change+364 (+1%)
Value$9.4M (+$342.7K)
Filed 2026-10-22
Motive Wealth Advisors
DECREASED
Shares46,818 from 48,463
Change-1,645 (-3%)
Value$9.1M (-$44.4K)
Filed 2026-10-26
Legacy Solutions, LLC
INCREASED
Shares45,681 from 44,454
Change+1,227 (+3%)
Value$8.9M (+$489.4K)
Filed 2026-10-07
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares45,456 from 45,564
Change-108 (0%)
Value$8.8M (+$236.9K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares45,371 from 41,753
Change+3,618 (+9%)
Value$8.8K (-$7.8M)
Filed 2026-10-26
Merkkuri Wealth Advisors LLC
INCREASED
Shares43,507 from 42,803
Change+704 (+2%)
Value$8.4M (+$378.8K)
Filed 2026-11-03
Investment Advisory Services Inc
INCREASED
Shares41,442 from 41,010
Change+432 (+1%)
Value$8.0M (+$315.7K)
Filed 2026-10-27
Able Wealth Management LLC
INCREASED
Shares40,571 from 40,167
Change+404 (+1%)
Value$8.0M (+$476.0K)
Filed 2026-10-13
Amplius Wealth Advisors, LLC
DECREASED
Shares40,344 from 41,305
Change-961 (-2%)
Value$7.8M (+$47.6K)
Filed 2026-10-20
Parsons Capital Management Inc
INCREASED
Shares39,679 from 39,414
Change+265 (+1%)
Value$7.7M (+$274.4K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
INCREASED
Shares38,066 from 36,936
Change+1,130 (+3%)
Value$7.4M (+$428.1K)
Filed 2026-11-03
Old Mission Investment Co LLC
DECREASED
Shares35,555 from 36,105
Change-550 (-2%)
Value$6.9M (+$97.8K)
Filed 2026-10-22
Diversify Wealth Management, LLC
DECREASED
Shares35,415 from 37,614
Change-2,199 (-6%)
Value$6.8M (+$21.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares35,415 from 37,614
Change-2,199 (-6%)
Value$6.8M (+$21.1K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares35,152 from 55,562
Change-20,410 (-37%)
Value$6.8M (-$3.6M)
Filed 2026-10-30
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares34,793 from 34,793
Change0 (0%)
Value$6.5M ($0)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares34,215 from 35,104
Change-889 (-3%)
Value$6.6M (+$26.4K)
Filed 2026-10-08
Mcdonald Partners LLC
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$6.2M (+$181.1K)
Filed 2026-11-03
1900 Wealth Management LLC
DECREASED
Shares31,405 from 31,526
Change-121 (0%)
Value$6.1M (+$155.0K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares31,057 from 29,673
Change+1,384 (+5%)
Value$6.0M (+$436.0K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares31,041 from 30,575
Change+466 (+2%)
Value$6.0M (+$263.5K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares30,147 from 7,178
Change+22,969 (+320%)
Value$5.8M (+$4.5M)
Filed 2026-11-03
Neumann Capital Management, LLC
INCREASED
Shares29,896 from 27,866
Change+2,030 (+7%)
Value$5.8M (+$551.0K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
DECREASED
Shares29,769 from 30,596
Change-827 (-3%)
Value$5.8M (+$12.9K)
Filed 2026-10-21
Flagship Private Wealth, LLC
INCREASED
Shares29,267 from 28,999
Change+268 (+1%)
Value$5.7M (+$216.0K)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares29,154 from 27,535
Change+1,619 (+6%)
Value$5.6M (+$470.0K)
Filed 2026-11-05
Garde Capital, Inc.
DECREASED
Shares29,075 from 29,323
Change-248 (-1%)
Value$5.6M (+$117.9K)
Filed 2026-10-29
Midwest Trust Co
INCREASED
Shares28,702 from 27,054
Change+1,648 (+6%)
Value$5.6M (+$472.4K)
Filed 2026-10-22
Columbus Macro, LLC
DECREASED
Shares28,587 from 28,856
Change-269 (-1%)
Value$5.5M (+$111.2K)
Filed 2026-10-14
Aspiriant, LLC
UNCHANGED
Shares28,293 from 28,293
Change0 (0%)
Value$5.5M (+$160.1K)
Filed 2026-10-16
Independence Financial Advisors, LLC
DECREASED
Shares27,672 from 29,117
Change-1,445 (-5%)
Value$5.4M (-$115.1K)
Filed 2026-10-08
Fortress Financial Group, LLC
DECREASED
Shares27,527 from 30,550
Change-3,023 (-10%)
Value$5.3M (-$412.7K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares25,508 from 25,200
Change+308 (+1%)
Value$4.9M (+$202.2K)
Filed 2026-10-23
Omega Financial Group, LLC
DECREASED
Shares24,960 from 25,020
Change-60 (0%)
Value$4.8M (+$130.1K)
Filed 2026-10-29
Wall Capital Group, Inc.
NEW
Shares24,913
Change+24,913
Value$4.8M
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares24,860 from 25,572
Change-712 (-3%)
Value$4.8M (+$6.9K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares24,240 from 22,748
Change+1,492 (+7%)
Value$4.5M (+$170.7K)
Filed 2026-11-04
Valpey Financial Services, LLC
INCREASED
Shares22,926 from 22,879
Change+47 (+0%)
Value$4.4M (+$138.7K)
Filed 2026-10-30
Americana Partners, LLC
UNCHANGED
Shares22,860 from 22,860
Change0 (0%)
Value$4.4M (+$129.4K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
DECREASED
Shares22,711 from 22,803
Change-92 (0%)
Value$4.4M (+$143.4K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares22,635 from 19,499
Change+3,136 (+16%)
Value$4.4M (+$718.1K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares22,598 from 23,285
Change-687 (-3%)
Value$4.4M (-$1.2K)
Filed 2026-11-02
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares22,566 from 22,566
Change0 (0%)
Value$4.4M (+$127.7K)
Filed 2026-11-04
Bailard, Inc.
DECREASED
Shares22,399 from 22,630
Change-231 (-1%)
Value$4.3M (+$83.3K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares22,345 from 13,367
Change+8,978 (+67%)
Value$4.3M (+$1.8M)
Filed 2026-10-29
Trek Financial, LLC
INCREASED
Shares21,861 from 21,296
Change+565 (+3%)
Value$4.2M (+$230.0K)
Filed 2026-10-29
Colorado Capital Management, Inc.
DECREASED
Shares21,034 from 21,049
Change-15 (0%)
Value$4.1K (+$116)
Filed 2026-10-15
Bulwark Capital Corp
DECREASED
Shares20,663 from 20,845
Change-182 (-1%)
Value$4.0M (+$82.7K)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares20,603 from 25,284
Change-4,681 (-19%)
Value$4.0M (-$763.8K)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares19,700 from 20,849
Change-1,149 (-6%)
Value$3.8M (-$104.5K)
Filed 2026-10-28
Eagle Strategies LLC
DECREASED
Shares19,061 from 19,207
Change-146 (-1%)
Value$3.7M (+$80.5K)
Filed 2026-10-16
Mlp3, LLC
INCREASED
Shares18,479 from 17,125
Change+1,354 (+8%)
Value$3.6M (+$359.2K)
Filed 2026-10-22
Caliber Wealth Management, LLC / KS
DECREASED
Shares18,130 from 18,869
Change-739 (-4%)
Value$3.5M (-$36.3K)
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares17,842 from 18,263
Change-421 (-2%)
Value$3.5M (+$21.8K)
Filed 2026-10-20
New Wave Wealth Advisors LLC
INCREASED
Shares17,550 from 16,969
Change+581 (+3%)
Value$3.5M (+$263.5K)
Filed 2026-10-19
Jamison Private Wealth Management, Inc.
INCREASED
Shares17,076 from 16,947
Change+129 (+1%)
Value$3.3M (+$120.9K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
DECREASED
Shares16,917 from 20,021
Change-3,104 (-15%)
Value$3.3M (-$488.0K)
Filed 2026-10-21
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares16,885 from 16,875
Change+10 (+0%)
Value$3.3M (+$97.5K)
Filed 2026-11-03
TriaGen Wealth Management LLC
DECREASED
Shares16,431 from 16,483
Change-52 (0%)
Value$3.2M (+$83.3K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares16,246 from 17,366
Change-1,120 (-6%)
Value$3.1M (-$118.7K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares15,280 from 14,763
Change+517 (+4%)
Value$3.0M (+$183.7K)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares14,901 from 14,707
Change+194 (+1%)
Value$2.9M (+$120.8K)
Filed 2026-10-26
Arwa LLC
NEW
Shares14,850
Change+14,850
Value$2.9M
Filed 2026-10-21
Watchman Group, Inc.
DECREASED
Shares14,796 from 15,069
Change-273 (-2%)
Value$2.9M (+$32.4K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED
Shares14,430 from 14,687
Change-257 (-2%)
Value$2.8M (+$34.6K)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares14,219 from 13,837
Change+382 (+3%)
Value$2.8M (+$152.4K)
Filed 2026-11-03
Columbia Advisory Partners LLC
UNCHANGED
Shares14,190 from 14,190
Change0 (0%)
Value$2.7M (+$80.3K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
INCREASED
Shares13,973 from 9,698
Change+4,275 (+44%)
Value$2.7M (+$883.1K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
INCREASED
Shares13,912 from 12,343
Change+1,569 (+13%)
Value$2.7M (+$373.9K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares13,850 from 7,602
Change+6,248 (+82%)
Value$2.7M (+$1.3M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares13,805 from 13,652
Change+153 (+1%)
Value$2.7M (+$106.9K)
Filed 2026-10-08
PFG Advisors
DECREASED
Shares13,775 from 14,215
Change-440 (-3%)
Value$2.7M (-$4.8K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares13,350 from 13,735
Change-385 (-3%)
Value$2.6M (+$3.1K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
DECREASED
Shares13,056 from 13,172
Change-116 (-1%)
Value$2.5M (+$52.0K)
Filed 2026-10-26
Keenan, LLC
DECREASED
Shares13,001 from 14,602
Change-1,601 (-11%)
Value$2.5M (-$227.5K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares12,719 from 10,121
Change+2,598 (+26%)
Value$2.5M (+$560.6K)
Filed 2026-11-04
Ashton Thomas Securities, LLC
NEW
Shares12,605
Change+12,605
Value$2.4M
Filed 2026-10-26
Navigation Group, LLC
DECREASED
Shares12,419 from 12,619
Change-200 (-2%)
Value$2.4M (+$32.7K)
Filed 2026-10-28
BCS Wealth Management
UNCHANGED
Shares12,303 from 12,303
Change0 (0%)
Value$2.4M (+$69.6K)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
INCREASED
Shares12,273 from 12,257
Change+16 (+0%)
Value$2.4M (+$72.5K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares12,269
Change+12,269
Value$2.2K
Filed 2026-11-03
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares11,772 from 11,772
Change0 (0%)
Value$2.3M (+$66.6K)
Filed 2026-10-22
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares11,712 from 12,144
Change-432 (-4%)
Value$2.3M (-$14.9K)
Filed 2026-10-09
Sterling Investment Counsel, LLC
INCREASED
Shares11,686 from 11,129
Change+557 (+5%)
Value$2.3M (+$171.0K)
Filed 2026-10-19
Uptick Partners, LLC
DECREASED
Shares11,514 from 11,670
Change-156 (-1%)
Value$2.2M (+$35.8K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED
Shares11,499 from 11,727
Change-228 (-2%)
Value$2.2M (+$22.2K)
Filed 2026-10-23
GSG Advisors LLC
INCREASED
Shares11,317 from 10,616
Change+701 (+7%)
Value$2.2M (+$196.1K)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares11,227 from 3,309
Change+7,918 (+239%)
Value$2.2M (+$1.6M)
Filed 2026-10-08
Beam Wealth Advisors, Inc.
DECREASED
Shares11,154 from 11,491
Change-337 (-3%)
Value$2.2M (-$186)
Filed 2026-11-03
Victory Financial Group, LLC
INCREASED
Shares11,066 from 8,955
Change+2,111 (+24%)
Value$2.1M (+$459.8K)
Filed 2026-10-27
St. Clair Advisors, LLC
UNCHANGED
Shares11,054 from 11,054
Change0 (0%)
Value$2.1M (+$62.6K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares10,945 from 16,536
Change-5,591 (-34%)
Value$2.1M (-$989.7K)
Filed 2026-10-21
Nations Financial Group Inc,
INCREASED
Shares10,710 from 10,428
Change+282 (+3%)
Value$2.1M (+$113.7K)
Filed 2026-11-05
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares10,222 from 10,171
Change+51 (+1%)
Value$2.0M (+$67.4K)
Filed 2026-10-29
Presilium Private Wealth, LLC
DECREASED
Shares9,984 from 10,621
Change-637 (-6%)
Value$1.9M (-$63.3K)
Filed 2026-10-26
YHB Investment Advisors, Inc.
DECREASED
Shares9,982 from 10,077
Change-95 (-1%)
Value$1.9M (+$38.6K)
Filed 2026-10-08
South Shore Capital Advisors
DECREASED
Shares9,926 from 49,860
Change-39,934 (-80%)
Value$2.0M (-$7.4M)
Filed 2026-10-20
Heritage Wealth Management, Inc.
UNCHANGED
Shares9,418 from 9,418
Change0 (0%)
Value$1.8M (+$53.3K)
Filed 2026-10-27
Trilogy Capital Inc.
UNCHANGED
Shares9,259 from 9,259
Change0 (0%)
Value$1.8M (+$52.4K)
Filed 2026-10-20
Patten & Patten Inc
INCREASED
Shares9,210 from 9,010
Change+200 (+2%)
Value$1.8M (+$89.7K)
Filed 2026-10-26
Investors Research Corp
INCREASED
Shares9,164 from 8,967
Change+197 (+2%)
Value$1.8M (+$88.9K)
Filed 2026-10-07
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares9,092 from 9,157
Change-65 (-1%)
Value$1.8M (+$39.3K)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares9,027 from 9,027
Change0 (0%)
Value$1.7M (+$51.1K)
Filed 2026-11-03
Catalyst Private Wealth, LLC
DECREASED
Shares8,980 from 9,438
Change-458 (-5%)
Value$1.7M (-$35.3K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares8,739 from 1,411
Change+7,328 (+519%)
Value$1.7M (+$1.4M)
Filed 2026-11-04
Sweeney & Michel, LLC
DECREASED
Shares8,671 from 9,359
Change-688 (-7%)
Value$1.7M (-$137.4K)
Filed 2026-10-16
High Point Wealth Management, LLC
INCREASED
Shares8,269 from 8,261
Change+8 (+0%)
Value$1.6M (+$48.4K)
Filed 2026-11-05
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares8,229 from 8,221
Change+8 (+0%)
Value$1.6M (+$48.1K)
Filed 2026-10-20
Vaughan & Co Securities, Inc.
DECREASED
Shares8,140 from 8,155
Change-15 (0%)
Value$1.6M (+$43.2K)
Filed 2026-10-23
Symphony Financial, Ltd. Co.
DECREASED
Shares8,085 from 8,150
Change-65 (-1%)
Value$1.6M (+$42.7K)
Filed 2026-10-22
Total Clarity Wealth Management, Inc.
DECREASED
Shares7,984 from 8,027
Change-43 (-1%)
Value$1.5M (+$37.1K)
Filed 2026-10-26
Silverlake Wealth Management LLC
INCREASED
Shares7,976 from 3,944
Change+4,032 (+102%)
Value$1.5M (+$803.5K)
Filed 2026-10-21
American State Bank (Iowa)
INCREASED
Shares7,959 from 7,895
Change+64 (+1%)
Value$1.5M (+$57.1K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares7,798 from 7,888
Change-90 (-1%)
Value$1.5M (+$9.0K)
Filed 2026-10-27
Wealth Management Partners, LLC
DECREASED
Shares7,796 from 8,039
Change-243 (-3%)
Value$1.5M (-$1.6K)
Filed 2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares7,784 from 7,809
Change-25 (0%)
Value$1.5M (+$33.5K)
Filed 2026-10-21
Diversified Enterprises, LLC
DECREASED
Shares7,662 from 10,144
Change-2,482 (-24%)
Value$1.5M (-$423.6K)
Filed 2026-10-19
Apollon Financial, LLC
DECREASED
Shares7,536 from 7,642
Change-106 (-1%)
Value$1.5M (+$22.8K)
Filed 2026-10-23
Innovative Wealth Building LLC
INCREASED
Shares7,525 from 7,433
Change+92 (+1%)
Value$1.5M (+$59.8K)
Filed 2026-10-14
One Day In July LLC
DECREASED
Shares7,339 from 7,627
Change-288 (-4%)
Value$1.4M (-$12.6K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,243 from 6,222
Change+1,021 (+16%)
Value$1.4M (+$232.9K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares7,122 from 7,122
Change0 (0%)
Value$1.4M (+$40.3K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
NEW
Shares7,086
Change+7,086
Value$1.4M
Filed 2026-10-13
SeaCrest Wealth Management, LLC
INCREASED
Shares7,059 from 5,863
Change+1,196 (+20%)
Value$1.4M (+$264.9K)
Filed 2026-10-21
Ullmann Wealth Partners Group, LLC
INCREASED
Shares7,034 from 7,033
Change+1 (+0%)
Value$1.4M (+$40.0K)
Filed 2026-11-02
Renasant Bank
INCREASED
Shares7,000 from 6,750
Change+250 (+4%)
Value$1.4M (+$86.6K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares7,000 from 7,031
Change-31 (0%)
Value$1.4M (+$33.8K)
Filed 2026-11-02
TL Private Wealth
DECREASED
Shares6,951 from 7,232
Change-281 (-4%)
Value$1.4M (+$22.4K)
Filed 2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED
Shares6,766 from 7,521
Change-755 (-10%)
Value$1.3M (-$103.7K)
Filed 2026-10-13
Burns Matteson Capital Management, LLC
DECREASED
Shares6,735 from 6,932
Change-197 (-3%)
Value$1.3M (+$1.1K)
Filed 2026-10-16
Integrated Advisors Network LLC
DECREASED
Shares6,689 from 16,030
Change-9,341 (-58%)
Value$1.3M (-$1.7M)
Filed 2026-10-20
Matauro, LLC
DECREASED
Shares6,655 from 9,214
Change-2,559 (-28%)
Value$1.3M (-$443.6K)
Filed 2026-11-03
Weil Company, Inc.
UNCHANGED
Shares6,636 from 6,636
Change0 (0%)
Value$1.3M (+$37.6K)
Filed 2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares6,630 from 6,528
Change+102 (+2%)
Value$1.3M (+$56.7K)
Filed 2026-10-13
Sapient Capital LLC
INCREASED
Shares6,608 from 6,081
Change+527 (+9%)
Value$1.3M (+$136.5K)
Filed 2026-10-08
Meridian Financial Advisors, LLC
INCREASED
Shares6,574 from 6,531
Change+43 (+1%)
Value$1.3M (+$45.3K)
Filed 2026-10-14
Financial Partners Group, Inc
INCREASED
Shares6,510 from 5,090
Change+1,420 (+28%)
Value$1.3M (+$304.1K)
Filed 2026-10-19
Venture Visionary Partners LLC
DECREASED
Shares6,479 from 6,503
Change-24 (0%)
Value$1.3M (+$32.0K)
Filed 2026-10-07
Intrua Financial, LLC
INCREASED
Shares6,466 from 6,036
Change+430 (+7%)
Value$1.3M (+$117.5K)
Filed 2026-10-28
Grey Fox Wealth Advisors, LLC
DECREASED
Shares6,362 from 6,779
Change-417 (-6%)
Value$1.2M (-$42.3K)
Filed 2026-11-03
Droms Strauss Advisors Inc
INCREASED
Shares6,345 from 6,337
Change+8 (+0%)
Value$1.2M (+$37.4K)
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares6,323 from 6,367
Change-44 (-1%)
Value$1.2M (+$27.6K)
Filed 2026-11-03
Westco Advisory Services Inc
UNCHANGED
Shares6,221 from 6,221
Change0 (0%)
Value$1.2M (+$35.2K)
Filed 2026-10-14
XML Financial, LLC
INCREASED
Shares6,219 from 6,164
Change+55 (+1%)
Value$1.2M (+$45.7K)
Filed 2026-10-29
Meridian Wealth Management, LLC
INCREASED
Shares6,043 from 5,612
Change+431 (+8%)
Value$1.2M (+$115.2K)
Filed 2026-11-05
Private Wealth Partners, LLC
UNCHANGED
Shares6,028 from 6,028
Change0 (0%)
Value$1.2M (+$34.1K)
Filed 2026-10-22
Visionary Wealth Advisors
INCREASED
Shares6,012 from 5,807
Change+205 (+4%)
Value$1.2M (+$72.7K)
Filed 2026-11-04
Schmidt P J Investment Management Inc
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1.2M (+$34.0K)
Filed 2026-11-02
NTV Asset Management LLC
INCREASED
Shares5,872 from 5,772
Change+100 (+2%)
Value$1.1M (+$52.0K)
Filed 2026-10-23
Twelve Points Wealth Management LLC
DECREASED
Shares5,868 from 5,922
Change-54 (-1%)
Value$1.1M (-$36.9K)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares5,772 from 5,215
Change+557 (+11%)
Value$1.1M (+$137.5K)
Filed 2026-10-08
Y-Intercept (Hong Kong) Ltd
NEW
Shares5,704
Change+5,704
Value$1.1M
Filed 2026-10-16
Tctc Holdings, LLC
UNCHANGED
Shares5,699 from 5,699
Change0 (0%)
Value$1.1M (+$32.3K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares5,668 from 260
Change+5,408 (+2080%)
Value$1.1M (+$1.0M)
Filed 2026-10-30
Fifth Third Securities, Inc.
INCREASED
Shares5,649 from 4,964
Change+685 (+14%)
Value$1.1M (+$160.8K)
Filed 2026-10-21
United Advisor Group, LLC
INCREASED
Shares5,631 from 5,441
Change+190 (+3%)
Value$1.1M (+$67.5K)
Filed 2026-11-03
WealthSpring Partners, LLC
NEW
Shares5,621
Change+5,621
Value$1.1M
Filed 2026-10-14
OAK Ridge Investments LLC
INCREASED
Shares5,582 from 1,609
Change+3,973 (+247%)
Value$1.1M (+$778.9K)
Filed 2026-10-30
Tannin Capital LLC
DECREASED
Shares5,408 from 5,814
Change-406 (-7%)
Value$1.0M (-$45.7K)
Filed 2026-11-05
One Way Holdings LLC
INCREASED
Shares5,406 from 5,041
Change+365 (+7%)
Value$1.0M (+$99.3K)
Filed 2026-10-29
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares5,394 from 5,394
Change0 (0%)
Value$1.0M (+$30.5K)
Filed 2026-11-05
Boyd Wealth Management, LLC
INCREASED
Shares5,366 from 4,525
Change+841 (+19%)
Value$1.0M (+$188.6K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares5,346 from 5,156
Change+190 (+4%)
Value$1.0M (+$66.1K)
Filed 2026-11-05
Verdence Capital Advisors LLC
INCREASED
Shares5,295 from 1,981
Change+3,314 (+167%)
Value$1.0M (+$653.3K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares5,253 from 5,253
Change0 (0%)
Value$1.0M (+$29.7K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares5,247 from 5,097
Change+150 (+3%)
Value$1.0M (+$58.7K)
Filed 2026-10-28
Wealth Quarterback LLC
INCREASED
Shares5,132 from 5,129
Change+3 (+0%)
Value$994.4K (+$29.7K)
Filed 2026-10-20
Hoxton Planning & Management, LLC
INCREASED
Shares5,019 from 5,014
Change+5 (+0%)
Value$972.4K (+$29.3K)
Filed 2026-10-15
Ulland Investment Advisors, LLC
DECREASED
Shares5,005 from 5,390
Change-385 (-7%)
Value$970 (-$44)
Filed 2026-10-13
Mitchell Capital Management Co
DECREASED
Shares5,000 from 5,037
Change-37 (-1%)
Value$968.8K (+$21.3K)
Filed 2026-10-29
FC Advisory LLC
UNCHANGED
Shares4,990 from 4,990
Change0 (0%)
Value$966.8K (+$28.2K)
Filed 2026-10-05
Forte Asset Management LLC
UNCHANGED
Shares4,949 from 4,949
Change0 (0%)
Value$958.9K (+$28.0K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW
Shares4,925
Change+4,925
Value$954.2K
Filed 2026-10-27
Integrated Wealth Management
INCREASED
Shares4,900 from 4,836
Change+64 (+1%)
Value$949.4K (+$39.8K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
INCREASED
Shares4,892 from 4,888
Change+4 (+0%)
Value$947.9K (+$32.3K)
Filed 2026-10-09
Kaizen Financial Strategies
INCREASED
Shares4,652 from 4,647
Change+5 (+0%)
Value$901.3K (+$30.9K)
Filed 2026-10-09
Weaver Consulting Group
INCREASED
Shares4,634 from 4,462
Change+172 (+4%)
Value$897.8K (+$58.6K)
Filed 2026-10-07
Axxcess Wealth Management, LLC
INCREASED
Shares4,618 from 4,392
Change+226 (+5%)
Value$894.7K (+$68.6K)
Filed 2026-10-21
Bennett Selby Investments LP
UNCHANGED
Shares4,585 from 4,585
Change0 (0%)
Value$888.3K (+$26.0K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares4,544 from 4,281
Change+263 (+6%)
Value$880.5K (+$75.3K)
Filed 2026-10-23
Annex Advisory Services, LLC
INCREASED
Shares4,502 from 4,338
Change+164 (+4%)
Value$872.3K (+$56.4K)
Filed 2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares4,410 from 4,528
Change-118 (-3%)
Value$854.5K (+$2.7K)
Filed 2026-10-29
Worth Financial Advisory Group, LLC
UNCHANGED
Shares4,365 from 4,365
Change0 (0%)
Value$845.7K (+$24.7K)
Filed 2026-10-19
Legacy Private Trust Co.
DECREASED
Shares4,330 from 4,700
Change-370 (-8%)
Value$838.9K (-$45.1K)
Filed 2026-10-06
Calamos Wealth Management LLC
UNCHANGED
Shares4,171 from 4,171
Change0 (0%)
Value$808.1K (+$23.6K)
Filed 2026-11-02
Smith Salley Wealth Management
UNCHANGED
Shares4,114 from 4,114
Change0 (0%)
Value$797.2K (+$23.5K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares3,871 from 3,868
Change+3 (+0%)
Value$750.1K (+$22.5K)
Filed 2026-10-28
Thayer Financial, L.L.C.
UNCHANGED
Shares3,855 from 3,855
Change0 (0%)
Value$748.6K (+$23.5K)
Filed 2026-10-21
Moneywise, Inc.
NEW
Shares3,735
Change+3,735
Value$723.7K
Filed 2026-10-30
Beaumont Financial Advisors, LLC
UNCHANGED
Shares3,678 from 3,678
Change0 (0%)
Value$712.7K (+$20.8K)
Filed 2026-10-22
Greenleaf Trust
INCREASED
Shares3,676 from 2,884
Change+792 (+27%)
Value$712.2K (+$169.8K)
Filed 2026-10-29
55 North Private Wealth, LLC
INCREASED
Shares3,661 from 3,657
Change+4 (+0%)
Value$709.4K (+$21.6K)
Filed 2026-10-20
Stone Summit Wealth LLC
UNCHANGED
Shares3,661 from 3,661
Change0 (0%)
Value$709.3K (+$20.7K)
Filed 2026-10-14
KFG LLC
NEW
Shares3,622
Change+3,622
Value$701.8K
Filed 2026-11-02
Bright Futures Wealth Management, Llc.
INCREASED
Shares3,541 from 3,540
Change+1 (+0%)
Value$686.1K (+$20.2K)
Filed 2026-10-23
Trust Co of Vermont
INCREASED
Shares3,521 from 3,098
Change+423 (+14%)
Value$682.2K (+$99.5K)
Filed 2026-10-21
TritonPoint Partners, LLC
DECREASED
Shares3,506 from 4,166
Change-660 (-16%)
Value$679.3K (-$104.3K)
Filed 2026-11-05
Melone Private Wealth, LLC
DECREASED
Shares3,506 from 3,838
Change-332 (-9%)
Value$679.2K (-$42.6K)
Filed 2026-10-16
Collective Family Office LLC
DECREASED
Shares3,453 from 3,496
Change-43 (-1%)
Value$669.0K (+$11.5K)
Filed 2026-10-05
First City Capital Management, Inc.
INCREASED
Shares3,441 from 3,440
Change+1 (+0%)
Value$666.6K (+$19.5K)
Filed 2026-10-27
Peterson Wealth Advisors, LLC
INCREASED
Shares3,407 from 3,403
Change+4 (+0%)
Value$660.2K (+$20.1K)
Filed 2026-10-08
Oarsman Capital, Inc.
INCREASED
Shares3,401 from 2,963
Change+438 (+15%)
Value$658.9K (+$101.6K)
Filed 2026-11-05
Norden Group LLC
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$651.0K (+$19.0K)
Filed 2026-10-20
Elevatus Welath Management
INCREASED
Shares3,334 from 3,320
Change+14 (+0%)
Value$645.9K (+$21.5K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
DECREASED
Shares3,324 from 3,648
Change-324 (-9%)
Value$644.1K (-$42.1K)
Filed 2026-10-08
Avior Wealth Management, LLC
DECREASED
Shares3,245 from 3,257
Change-12 (0%)
Value$628.6K (+$16.1K)
Filed 2026-10-13
Altfest L J & Co Inc
UNCHANGED
Shares3,243 from 3,243
Change0 (0%)
Value$628.3K (+$18.4K)
Filed 2026-10-27
Linscomb Wealth, Inc.
DECREASED
Shares3,219 from 3,277
Change-58 (-2%)
Value$623.7K (+$7.3K)
Filed 2026-11-05
Novem Group
INCREASED
Shares3,167 from 3,164
Change+3 (+0%)
Value$613.7K (+$18.5K)
Filed 2026-10-19
Dagco, Inc.
INCREASED
Shares3,121 from 2,974
Change+147 (+5%)
Value$604.7K (+$45.3K)
Filed 2026-10-20
Shum Financial Group, Inc.
UNCHANGED
Shares3,107 from 3,107
Change0 (0%)
Value$602.0K (+$17.6K)
Filed 2026-10-13
Northbridge Financial Group, LLC
DECREASED
Shares3,019 from 3,489
Change-470 (-13%)
Value$601.1K (-$55.1K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares3,009 from 3,113
Change-104 (-3%)
Value$583.0K (-$2.6K)
Filed 2026-10-14
Fiduciary Alliance LLC
DECREASED
Shares2,996 from 3,028
Change-32 (-1%)
Value$580.5K (+$10.9K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares2,994 from 1,512
Change+1,482 (+98%)
Value$580.1K (+$295.7K)
Filed 2026-10-23
Keybank National Association
INCREASED
Shares2,991 from 2,178
Change+813 (+37%)
Value$579.5K (+$169.8K)
Filed 2026-11-04
Premier Path Wealth Partners, LLC
UNCHANGED
Shares2,987 from 2,987
Change0 (0%)
Value$578.7K (+$16.9K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,982 from 2,875
Change+107 (+4%)
Value$577.8K (+$37.1K)
Filed 2026-10-13
Summit Investment Advisors, Inc.\KS
DECREASED
Shares2,957 from 4,058
Change-1,101 (-27%)
Value$572.9K (-$190.4K)
Filed 2026-11-05
RPG Investment Advisory, LLC
DECREASED
Shares2,956 from 4,997
Change-2,041 (-41%)
Value$572.7K (-$367.2K)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares2,955 from 1,407
Change+1,548 (+110%)
Value$558.7K (+$294.1K)
Filed 2026-11-03
Armbruster Capital Management, Inc.
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$561.9K (+$16.4K)
Filed 2026-10-19
Magnus Financial Group LLC
DECREASED
Shares2,861 from 3,043
Change-182 (-6%)
Value$554.3K (-$18.0K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares2,859
Change+2,859
Value$554.4K
Filed 2026-11-03
KFA Private Wealth Group, LLC
INCREASED
Shares2,829 from 2,828
Change+1 (+0%)
Value$548.2K (+$16.2K)
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares2,812 from 2,455
Change+357 (+15%)
Value$544.8K (+$83.1K)
Filed 2026-10-16
Financial Planning Hawaii, Inc.
UNCHANGED
Shares2,785 from 2,785
Change0 (0%)
Value$539.6K (+$15.8K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares2,683 from 2,624
Change+59 (+2%)
Value$519.8K (+$26.3K)
Filed 2026-10-22
Denver PWM, LLC
DECREASED
Shares2,636 from 2,960
Change-324 (-11%)
Value$510.8K (-$64.2K)
Filed 2026-10-22
True Private Wealth Advisors
DECREASED
Shares2,635 from 4,143
Change-1,508 (-36%)
Value$510.6K (-$268.6K)
Filed 2026-10-19
Plante Moran Financial Advisors, LLC
NEW
Shares2,615
Change+2,615
Value$506.7K
Filed 2026-11-04
Northside Capital Management, LLC
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$497.9K (+$14.5K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED
Shares2,536 from 2,536
Change0 (0%)
Value$491.4K (+$14.4K)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares2,511 from 2,644
Change-133 (-5%)
Value$486.5K (-$10.8K)
Filed 2026-11-03
FF Advisors,LLC
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$486.3K (+$14.2K)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares2,482 from 2,459
Change+23 (+1%)
Value$480.9K (+$18.4K)
Filed 2026-10-23
Frederick Financial Consultants, LLC
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$480.5K (+$14.0K)
Filed 2026-10-29
GenWealth Group, Inc.
UNCHANGED
Shares2,468 from 2,468
Change0 (0%)
Value$478.2K (+$14.0K)
Filed 2026-10-16
Signaturefd, LLC
DECREASED
Shares2,453 from 2,609
Change-156 (-6%)
Value$475.3K (-$15.5K)
Filed 2026-10-23
Allen Capital Group, LLC
DECREASED
Shares2,443 from 2,880
Change-437 (-15%)
Value$473.3K (-$68.4K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$469.8K (+$13.7K)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
INCREASED
Shares2,415 from 2,412
Change+3 (+0%)
Value$467.9K (+$14.3K)
Filed 2026-11-02
Colonial River Investments, LLC
INCREASED
Shares2,414 from 1,696
Change+718 (+42%)
Value$467.7K (+$148.7K)
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$465.0K (+$13.6K)
Filed 2026-11-02
Element Pointe Advisors, LLC
UNCHANGED
Shares2,373 from 2,373
Change0 (0%)
Value$459.8K (+$13.4K)
Filed 2026-10-21
Williams Jones Wealth Management, Llc.
INCREASED
Shares2,341 from 2,315
Change+26 (+1%)
Value$453.6K (+$18.1K)
Filed 2026-11-05
Financial Management Network Inc
UNCHANGED
Shares2,286 from 2,286
Change0 (0%)
Value$448.4K (+$28.4K)
Filed 2026-10-09
Cannon Financial Strategists, Inc.
INCREASED
Shares2,253 from 2,250
Change+3 (+0%)
Value$436.4K (+$13.3K)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares2,251 from 1,559
Change+692 (+44%)
Value$436.1K (+$142.9K)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares2,195 from 2,015
Change+180 (+9%)
Value$425.3K (+$46.4K)
Filed 2026-10-23
Family Legacy Financial Solutions, LLC
INCREASED
Shares2,190 from 2,188
Change+2 (+0%)
Value$424.3K (+$12.8K)
Filed 2026-10-07
CWA Asset Management Group, LLC
INCREASED
Shares2,187 from 2,048
Change+139 (+7%)
Value$423.7K (+$38.5K)
Filed 2026-10-19
West Branch Capital LLC
INCREASED
Shares2,178 from 2,047
Change+131 (+6%)
Value$422.0K (+$37.0K)
Filed 2026-10-20
Greenwood Gearhart LLC
UNCHANGED
Shares2,171 from 2,171
Change0 (0%)
Value$420.6K (+$12.3K)
Filed 2026-11-02
Centurion Wealth Management LLC
DECREASED
Shares2,155 from 2,165
Change-10 (0%)
Value$417.5K (+$10.3K)
Filed 2026-10-13
Echo45 Advisors LLC
NEW
Shares2,113
Change+2,113
Value$409.4K
Filed 2026-10-07
Connecticut Wealth Management, LLC
DECREASED
Shares2,098 from 3,224
Change-1,126 (-35%)
Value$406.5K (-$199.9K)
Filed 2026-10-13
Financial Perspectives, Inc
INCREASED
Shares2,074 from 2,071
Change+3 (+0%)
Value$401.8K (+$12.2K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares2,066 from 2,066
Change0 (0%)
Value$400.3K (+$11.7K)
Filed 2026-10-16
Summit Global Investments
DECREASED
Shares2,058 from 2,070
Change-12 (-1%)
Value$399 (-$388.6K)
Filed 2026-10-28
Community Financial Services Group, LLC
DECREASED
Shares2,057 from 2,097
Change-40 (-2%)
Value$399.4K (+$6.6K)
Filed 2026-10-15
Instrumental Wealth, LLC
INCREASED
Shares2,051 from 2,048
Change+3 (+0%)
Value$397.3K (+$12.1K)
Filed 2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,033 from 2,033
Change0 (0%)
Value$393.9K (+$11.5K)
Filed 2026-10-22
Crescent Grove Advisors, LLC
DECREASED
Shares2,010 from 2,112
Change-102 (-5%)
Value$389.5K (-$7.8K)
Filed 2026-10-21
LEE Danner & Bass Inc
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$389.4K (+$11.4K)
Filed 2026-10-27
Oak Asset Management, LLC
UNCHANGED
Shares1,992 from 1,992
Change0 (0%)
Value$386.0K (+$11.3K)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares1,981 from 1,981
Change0 (0%)
Value$383.9K (+$11.2K)
Filed 2026-10-22
MCF Advisors LLC
INCREASED
Shares1,963 from 1,659
Change+304 (+18%)
Value$380.3K (+$68.3K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED
Shares1,961 from 1,928
Change+33 (+2%)
Value$379.9K (+$17.3K)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares1,933 from 1,970
Change-37 (-2%)
Value$374.5K (+$4.0K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares1,925 from 1,671
Change+254 (+15%)
Value$372.9K (+$113.7K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares1,924 from 1,259
Change+665 (+53%)
Value$372.9K (+$135.9K)
Filed 2026-10-29
Leisure Capital Management
UNCHANGED
Shares1,924 from 1,924
Change0 (0%)
Value$372.8K (+$10.9K)
Filed 2026-11-03
Kroeger Financial Partners
UNCHANGED
Shares1,899 from 1,899
Change0 (0%)
Value$367.9K (+$10.7K)
Filed 2026-10-19
tru Independence LLC
NEW
Shares1,859
Change+1,859
Value$360.1K
Filed 2026-10-20
Woodmont Investment Counsel LLC
NEW
Shares1,848
Change+1,848
Value$358.1K
Filed 2026-10-29
Claro Advisors Inc.
DECREASED
Shares1,847 from 1,923
Change-76 (-4%)
Value$357.8K (-$4.0K)
Filed 2026-11-02
Parkway Wealth Management Group, LLC
DECREASED
Shares1,845 from 1,961
Change-116 (-6%)
Value$357.5K (-$11.3K)
Filed 2026-10-20
Goldstein Advisors, LLC
INCREASED
Shares1,840 from 1,809
Change+31 (+2%)
Value$356.5K (+$16.2K)
Filed 2026-10-15
Albion Financial Group
UNCHANGED
Shares1,837 from 1,837
Change0 (0%)
Value$355.9K (+$10.4K)
Filed 2026-10-21
Heritage Family Offices, LLP
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$345.8K (+$10.1K)
Filed 2026-11-02
Wesbanco Bank Inc
DECREASED
Shares1,771 from 1,776
Change-5 (0%)
Value$343.1K (+$9.1K)
Filed 2026-11-04
Country Trust Bank
INCREASED
Shares1,762 from 23
Change+1,739 (+7561%)
Value$341.4K (+$337.1K)
Filed 2026-10-30
Avantax Planning Partners, Inc.
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$341.2K (+$10.0K)
Filed 2026-11-03
Tritonpoint Wealth, LLC
UNCHANGED
Shares1,758 from 1,758
Change0 (0%)
Value$340.6K (+$10.0K)
Filed 2026-10-19
Legacy Advisors, LLC
INCREASED
Shares1,745 from 1,521
Change+224 (+15%)
Value$338.1K (+$52.0K)
Filed 2026-10-19
SFG Wealth Management, Llc.
DECREASED
Shares1,741 from 1,942
Change-201 (-10%)
Value$337.3K (-$27.9K)
Filed 2026-10-23
Courier Capital LLC
UNCHANGED
Shares1,731 from 1,731
Change0 (0%)
Value$335.4K (+$9.8K)
Filed 2026-10-19
Investment Partners, Ltd.
NEW
Shares1,730
Change+1,730
Value$335.2K
Filed 2026-10-29
AlphaCore Capital LLC
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$333.4K (+$9.7K)
Filed 2026-11-04
Hoey Investments, Inc
DECREASED
Shares1,700 from 2,500
Change-800 (-32%)
Value$329.4K (-$140.9K)
Filed 2026-10-29
Braeburn Wealth Management LLC
INCREASED
Shares1,698 from 1,695
Change+3 (+0%)
Value$329.0K (+$10.4K)
Filed 2026-10-15
Fingerlakes Wealth Management, Inc.
DECREASED
Shares1,693 from 1,698
Change-5 (0%)
Value$328.0K (+$8.7K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares1,687 from 1,687
Change0 (0%)
Value$326.8K (+$9.4K)
Filed 2026-10-08
Csenge Advisory Group
DECREASED
Shares1,686 from 1,690
Change-4 (0%)
Value$326.6K (+$8.8K)
Filed 2026-11-04
Flagstar Securities, Inc
INCREASED
Shares1,685 from 1,683
Change+2 (+0%)
Value$326.5K (+$9.9K)
Filed 2026-10-15
Opinicus Capital, Inc.
DECREASED
Shares1,679 from 1,720
Change-41 (-2%)
Value$325.2K (+$1.6K)
Filed 2026-10-28
Revolve Wealth Partners, LLC
INCREASED
Shares1,674 from 1,668
Change+6 (+0%)
Value$324.4K (+$10.5K)
Filed 2026-10-23
Sage Mountain Advisors LLC
DECREASED
Shares1,670 from 1,794
Change-124 (-7%)
Value$323.6K (-$13.9K)
Filed 2026-11-02
KWB Wealth
DECREASED
Shares1,656 from 1,665
Change-9 (-1%)
Value$320.8K (+$7.7K)
Filed 2026-10-16
Salem Investment Counselors Inc
DECREASED
Shares1,643 from 1,663
Change-20 (-1%)
Value$318.3K (+$5.5K)
Filed 2026-10-13
Acropolis Investment Management, LLC
UNCHANGED
Shares1,642 from 1,642
Change0 (0%)
Value$318.2K (+$9.3K)
Filed 2026-10-08
Castle Rock Wealth Management, LLC
INCREASED
Shares1,640 from 1,638
Change+2 (+0%)
Value$326.6K (+$19.7K)
Filed 2026-10-09
Brandywine OAK Private Wealth LLC
NEW
Shares1,631
Change+1,631
Value$316.0K
Filed 2026-10-23
Altiora Financial Group, LLC
DECREASED
Shares1,627 from 1,695
Change-68 (-4%)
Value$315.2K (-$3.6K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares1,626 from 10,550
Change-8,924 (-85%)
Value$315.1K (-$1.7M)
Filed 2026-10-15
Barrett & Company, Inc.
UNCHANGED
Shares1,624 from 1,624
Change0 (0%)
Value$314.7K (+$9.3K)
Filed 2026-10-22
Elevation Wealth Management LLC
DECREASED
Shares1,620 from 1,629
Change-9 (-1%)
Value$313.9K (+$7.5K)
Filed 2026-11-02
Verum Partners LLC
INCREASED
Shares1,617 from 1,194
Change+423 (+35%)
Value$313.3K (+$88.7K)
Filed 2026-10-21
Global Assets Advisory, LLC
UNCHANGED
Shares1,602 from 1,602
Change0 (0%)
Value$316.9K (+$16.0K)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$310.0K (+$9.1K)
Filed 2026-10-05
Horst & Graben Wealth Management LLC
INCREASED
Shares1,592 from 1,579
Change+13 (+1%)
Value$308.5K (+$12.7K)
Filed 2026-11-02
SteelPeak Wealth, LLC
INCREASED
Shares1,567 from 1,565
Change+2 (+0%)
Value$303.5K (+$9.2K)
Filed 2026-10-16
Riverbridge Partners LLC
DECREASED
Shares1,535 from 2,237
Change-702 (-31%)
Value$297.3K (-$123.4K)
Filed 2026-11-05
Centerpoint Advisors, LLC
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$297.0K (+$9.0K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$296.4K (+$8.7K)
Filed 2026-10-30
DT Investment Partners, LLC
UNCHANGED
Shares1,528 from 1,528
Change0 (0%)
Value$296.1K (+$8.6K)
Filed 2026-10-27
Hamilton Capital, LLC
INCREASED
Shares1,527 from 1,231
Change+296 (+24%)
Value$296.0K (+$64.3K)
Filed 2026-10-08
AWM Capital, LLC
DECREASED
Shares1,513 from 1,525
Change-12 (-1%)
Value$293.2K (+$6.3K)
Filed 2026-10-16
Blankinship & Foster, LLC
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$291.4K (+$8.5K)
Filed 2026-10-19
New England Private Wealth Advisors LLC
INCREASED
Shares1,503 from 1,501
Change+2 (+0%)
Value$291.1K (+$18.5K)
Filed 2026-10-19
Capital Investment Advisors, LLC
INCREASED
Shares1,491 from 1,488
Change+3 (+0%)
Value$288.8K (+$8.8K)
Filed 2026-10-22
Foguth Wealth Management, Llc.
INCREASED
Shares1,482 from 1,231
Change+251 (+20%)
Value$280.6K (+$54.0K)
Filed 2026-10-19
Antonelli Financial Advisors, LLC
UNCHANGED
Shares1,454 from 1,454
Change0 (0%)
Value$282.0K (+$8.0K)
Filed 2026-10-13
Keystone Financial Group, Inc.
INCREASED
Shares1,438 from 1,436
Change+2 (+0%)
Value$278.6K (+$8.5K)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares1,430 from 1,503
Change-73 (-5%)
Value$277.1K (-$5.6K)
Filed 2026-10-27
BAR Harbor Wealth Management
UNCHANGED
Shares1,419 from 1,419
Change0 (0%)
Value$274.9K (+$8.0K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
NEW
Shares1,415
Change+1,415
Value$274.2K
Filed 2026-10-13
Verity & Verity, LLC
INCREASED
Shares1,414 from 1,356
Change+58 (+4%)
Value$274.0K (+$18.9K)
Filed 2026-10-23
Unified Investment Management
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$271.3K (+$7.9K)
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares1,384 from 1,400
Change-16 (-1%)
Value$268.2K (+$4.9K)
Filed 2026-10-29
Visionary Horizons, LLC
INCREASED
Shares1,376 from 1,084
Change+292 (+27%)
Value$266.8K (+$62.8K)
Filed 2026-10-22
Pinnacle Associates LTD
UNCHANGED
Shares1,373 from 1,373
Change0 (0%)
Value$266.1K (+$7.9K)
Filed 2026-10-20
First National Trust Co
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$264.7K (+$7.7K)
Filed 2026-10-28
Clark Asset Management, LLC
DECREASED
Shares1,363 from 1,364
Change-1 (0%)
Value$264.0K (+$7.5K)
Filed 2026-10-19
Seneca Financial Advisors LLC
INCREASED
Shares1,357 from 1,355
Change+2 (+0%)
Value$262.9K (+$8.0K)
Filed 2026-10-28
InTrack Investment Management Inc
DECREASED
Shares1,351 from 1,411
Change-60 (-4%)
Value$261.8K (-$3.6K)
Filed 2026-10-15
McAdam, LLC
NEW
Shares1,346
Change+1,346
Value$260.8K
Filed 2026-10-21
Redmond Asset Management, LLC
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$260.0K (+$7.6K)
Filed 2026-10-27
Balboa Wealth Partners
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$258.3K (+$7.5K)
Filed 2026-10-20
Ehrlich Financial Group
DECREASED
Shares1,331 from 1,418
Change-87 (-6%)
Value$257.9K (-$8.8K)
Filed 2026-10-20
Embree Financial Group
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$250.0K (+$7.3K)
Filed 2026-10-22
DB&C Advisors, LLC
INCREASED
Shares1,283 from 1,281
Change+2 (+0%)
Value$248.6K (+$7.6K)
Filed 2026-10-26
Benchmark Financial, LLC
DECREASED
Shares1,277 from 1,465
Change-188 (-13%)
Value$247.4K (-$28.1K)
Filed 2026-10-16
WMG Financial Advisors, LLC
UNCHANGED
Shares1,274 from 1,274
Change0 (0%)
Value$239.6K ($0)
Filed 2026-10-28
Griffin Asset Management, Inc.
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$245.7K (+$7.2K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$238.6K ($0)
Filed 2026-10-26
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$245.1K (+$7.2K)
Filed 2026-10-13
PDS Planning, Inc
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$244.3K (+$7.1K)
Filed 2026-11-03
International Assets Investment Management, LLC
UNCHANGED
Shares1,257 from 1,257
Change0 (0%)
Value$244.2K (+$8.7K)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$243.1K (+$7.1K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares1,252 from 1,088
Change+164 (+15%)
Value$242.5K (+$38.0K)
Filed 2026-11-05
Carret Asset Management, LLC
UNCHANGED
Shares1,252 from 1,252
Change0 (0%)
Value$242.6K (+$7.1K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
NEW
Shares1,234
Change+1,234
Value$239.1K
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
NEW
Shares1,232
Change+1,232
Value$238.7K
Filed 2026-11-04
Hartmann Taylor Wealth Management, LLC
NEW
Shares1,231
Change+1,231
Value$238.5K
Filed 2026-10-14
Formidable Asset Management, LLC
NEW
Shares1,215
Change+1,215
Value$228.5K
Filed 2026-11-03
Align Financial, LLC
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$230.0K (+$6.7K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares1,181 from 1,005
Change+176 (+18%)
Value$228.8K (+$39.8K)
Filed 2026-10-08
Finley Financial, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$229.1K (+$7.2K)
Filed 2026-10-28
Palacios Wealth Management, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$228.6K (+$6.7K)
Filed 2026-11-04
Sigma Investment Counselors Inc
INCREASED
Shares1,171 from 1,160
Change+11 (+1%)
Value$226.9K (+$8.8K)
Filed 2026-10-27
Graham Capital Wealth Management, LLC
DECREASED
Shares1,161 from 1,191
Change-30 (-3%)
Value$225.0K (+$971)
Filed 2026-10-26
Simon Quick Advisors, LLC
INCREASED
Shares1,158 from 1,156
Change+2 (+0%)
Value$224.3K (+$6.8K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$222.0K (+$6.5K)
Filed 2026-10-28
Everhart Financial Group, Inc.
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$219.1K (+$6.4K)
Filed 2026-10-08
CGN Advisors LLC
INCREASED
Shares1,114 from 1,109
Change+5 (+0%)
Value$215.9K (+$7.3K)
Filed 2026-10-21
Greenspring Advisors, LLC
DECREASED
Shares1,108 from 1,142
Change-34 (-3%)
Value$214.6K (-$127)
Filed 2026-11-05
Live Oak Investment Partners
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$213.7K (+$6.2K)
Filed 2026-10-23
O'Brien Greene & Co. Inc
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$213.1K (+$6.2K)
Filed 2026-11-05
Ledyard National Bank
NEW
Shares1,088
Change+1,088
Value$210.8K
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED
Shares1,086 from 1,074
Change+12 (+1%)
Value$210.4K (+$8.3K)
Filed 2026-11-05
Tableaux LLC
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$209.8K (+$6.1K)
Filed 2026-10-23
Weatherly Asset Management L. P.
DECREASED
Shares1,067 from 1,087
Change-20 (-2%)
Value$206.7K (+$2.3K)
Filed 2026-10-20
Krilogy Financial LLC
NEW
Shares1,044
Change+1,044
Value$205.7K
Filed 2026-10-13
MN Wealth Advisors, LLC
NEW
Shares1,040
Change+1,040
Value$201.6K
Filed 2026-10-23
First Security Investment Management, Inc.
NEW
Shares1,039
Change+1,039
Value$201.2K
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,030 from 978
Change+52 (+5%)
Value$199.6K (+$15.6K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$196.5K (+$5.7K)
Filed 2026-10-28
Madden Securities Corp
NEW
Shares974
Change+974
Value$188.7K
Filed 2026-10-27
Armstrong Advisory Group, Inc
DECREASED
Shares892 from 992
Change-100 (-10%)
Value$172.8K (-$13.8K)
Filed 2026-10-09
Brown, Lisle Ings, Inc.
INCREASED
Shares861 from 533
Change+328 (+62%)
Value$166.8K (+$66.6K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$148.5K (+$4.3K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares752 from 394
Change+358 (+91%)
Value$145.7K (+$71.6K)
Filed 2026-10-14
Independence Bank of Kentucky
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$145.3K (+$4.2K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$134.5K (+$3.9K)
Filed 2026-10-30
Sunrise Financial Services, LLC
DECREASED
Shares658 from 705
Change-47 (-7%)
Value$127.5K (-$5.1K)
Filed 2026-10-21
Parkside Financial Bank & Trust
DECREASED
Shares651 from 706
Change-55 (-8%)
Value$126.2K (-$6.5K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares641
Change+641
Value$124.2K
Filed 2026-10-21
Concord Wealth Partners
INCREASED
Shares608 from 607
Change+1 (+0%)
Value$117.8K (+$3.6K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares572 from 547
Change+25 (+5%)
Value$110.7K (+$7.9K)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$105.0K (+$3.1K)
Filed 2026-11-03
Bokf, NA
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$103.7K (+$3.0K)
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares533 from 289
Change+244 (+84%)
Value$103.3K (+$48.9K)
Filed 2026-10-08
First United Bank & Trust
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$100.8K (+$2.9K)
Filed 2026-10-22
Morton Brown Family Wealth, LLC
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$91.3K (+$2.7K)
Filed 2026-10-23
Rydar Equities, Inc.
NEW
Shares467
Change+467
Value$92.8K
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares460 from 832
Change-372 (-45%)
Value$89 (-$155.9K)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares459 from 176
Change+283 (+161%)
Value$89.0K (+$55.9K)
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$84.1K (-$2.1K)
Filed 2026-11-04
GGM Financial LLC
INCREASED
Shares454 from 416
Change+38 (+9%)
Value$88.0K (+$9.8K)
Filed 2026-11-05
Manchester Capital Management LLC
DECREASED
Shares450 from 659
Change-209 (-32%)
Value$87.2K (-$36.8K)
Filed 2026-10-22
Pacific Center for Financial Services
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$85.6K (+$2.5K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$85.3K (+$2.5K)
Filed 2026-11-02
Financial Consulate, Inc
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$84.9K (+$2.5K)
Filed 2026-10-23
Downshift Financial, LLC
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$83.9K (+$2.5K)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares431 from 583
Change-152 (-26%)
Value$83.5K (-$26.2K)
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$82.9K (+$2.4K)
Filed 2026-11-04
Roxbury Financial LLC
INCREASED
Shares387 from 386
Change+1 (+0%)
Value$74.9K (+$2.3K)
Filed 2026-10-01
Physician Wealth Advisors, Inc.
INCREASED
Shares379 from 319
Change+60 (+19%)
Value$73.4K (+$13.4K)
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares355
Change+355
Value$68.8K
Filed 2026-10-27
Key Capital Management, Inc
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$68.8K (+$2.0K)
Filed 2026-11-03
Gleason Group, Inc.
DECREASED
Shares344 from 356
Change-12 (-3%)
Value$66.6K (-$416)
Filed 2026-10-15
Hoese & Co LLP
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$64.5K (+$1.9K)
Filed 2026-10-21
Peachtree Investment Partners, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$59.3K (+$1.7K)
Filed 2026-11-05
Asset Dedication, LLC
DECREASED
Shares305 from 306
Change-1 (0%)
Value$59.1K (+$1.5K)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares296
Change+296
Value$57.4K
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$55.0K (+$1.6K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares276 from 228
Change+48 (+21%)
Value$53.5K (+$10.6K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$53.3K (+$1.6K)
Filed 2026-10-13
North Point Portfolio Managers Corp
NEW
Shares265
Change+265
Value$51.3K
Filed 2026-10-07
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$48.4K (+$1.4K)
Filed 2026-10-13
Breakwater Investment Management
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$47.5K (+$1.4K)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares225
Change+225
Value$43.6K
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$40.9K (+$1.2K)
Filed 2026-10-30
Richards, Merrill & Peterson, Inc.
INCREASED
Shares207 from 132
Change+75 (+57%)
Value$40.1K (+$15.3K)
Filed 2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$39.7K (+$1.2K)
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$38.8K (+$1.1K)
Filed 2026-10-01
Evolution Wealth Management Inc.
DECREASED
Shares182 from 259
Change-77 (-30%)
Value$35.3K (-$13.5K)
Filed 2026-10-28
Mechanics Financial Corp
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$34.7K (+$1.0K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$33.7K (+$985)
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$32.0K (+$934)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares156 from 151
Change+5 (+3%)
Value$30.2K (+$1.8K)
Filed 2026-11-04
Wilkerson Advisory Group LLC
INCREASED
Shares145 from 106
Change+39 (+37%)
Value$28.2K (+$8.2K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$28.1K (+$820)
Filed 2026-10-16
Angeles Wealth Management, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$27.3K (+$798)
Filed 2026-10-26
Signature Resources Capital Management, LLC
DECREASED
Shares140 from 190
Change-50 (-26%)
Value$27.1K (-$8.6K)
Filed 2026-10-16
DecisionPoint Financial, LLC
INCREASED
Shares138 from 36
Change+102 (+283%)
Value$26.8K (+$20.1K)
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$26.6K (+$797)
Filed 2026-10-15
Realta Investment Advisors
DECREASED
Shares130 from 160
Change-30 (-19%)
Value$25.2K (-$4.9K)
Filed 2026-10-14
Arlington Trust Co LLC
DECREASED
Shares125 from 250
Change-125 (-50%)
Value$24.2K (-$22.8K)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares120
Change+120
Value$23.3K
Filed 2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$22 (+$1)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$20.7K (+$606)
Filed 2026-10-23
Kingdom Financial Group Llc.
INCREASED
Shares103 from 24
Change+79 (+329%)
Value$20.0K (+$15.4K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares103 from 101
Change+2 (+2%)
Value$20.0K (+$977)
Filed 2026-11-05
Decker Retirement Planning Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$20.0K (+$583)
Filed 2026-10-19
Simplex Trading, LLC
DECREASED
Shares101 from 894
Change-793 (-89%)
Value$19.6K (-$148.6K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$19.6K (+$571)
Filed 2026-10-20
Noble Wealth Management PBC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$19.4K (+$566)
Filed 2026-10-01
GoalVest Advisory LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$17.8K (+$521)
Filed 2026-10-02
Chapman Financial Group, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$16.7K (+$487)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
NEW
Shares83
Change+83
Value$16.1K
Filed 2026-11-04
Hughes Financial Services, LLC
NEW
Shares71
Change+71
Value$13.4K
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$11.6K (+$340)
Filed 2026-10-27
City Holding Co
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$11.6K (+$340)
Filed 2026-10-19
Pathway Financial Advisers, LLC
NEW
Shares50
Change+50
Value$9.6K
Filed 2026-10-27
EPG Wealth Management LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$8.7K (+$255)
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares44
Change+44
Value$8.5K
Filed 2026-10-29
Eastern Bank
DECREASED
Shares44 from 72
Change-28 (-39%)
Value$8.5K (-$5.0K)
Filed 2026-10-05
Hazlett, Burt & Watson, Inc.
NEW
Shares43
Change+43
Value$9
Filed 2026-11-04
Prudent Man Investment Management, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$7.6K (+$1.0K)
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares35
Change+35
Value$6.8K
Filed 2026-10-30
Yankcom Partnership
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$6.8K (+$198)
Filed 2026-10-15
City State Bank
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.8K (+$170)
Filed 2026-10-20
Godsey & Gibb, Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$5.4K (+$158)
Filed 2026-10-14
Bullock Wealth Management Group
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$5.4K (+$192)
Filed 2026-10-09
Cullen T Bankers, Inc.
DECREASED
Shares27 from 837
Change-810 (-97%)
Value$5.2K (-$152.2K)
Filed 2026-10-28
James T. Borello RIA
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.0K (+$148)
Filed 2026-10-16
Rossby Financial, LCC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.0K (+$148)
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.8K (+$142)
Filed 2026-10-15
Midwest Capital Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.9K (+$149)
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$4.3K (+$125)
Filed 2026-10-06
Laurel Wealth Advisors LLC
NEW
Shares16
Change+16
Value$3.1K
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.1K (+$90)
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.1K (+$91)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares15
Change+15
Value$2.9K
Filed 2026-10-19
Clark Wealth Partners
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.9K (+$85)
Filed 2026-10-19
Vaquero Private Wealth, LTD
DECREASED
Shares8 from 13
Change-5 (-38%)
Value$1.6K (-$895)
Filed 2026-10-27
Townsend Asset Management Corp
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.4K (+$40)
Filed 2026-10-29
Fairway Wealth LLC
NEW
Shares5
Change+5
Value$969
Filed 2026-10-30
Planning Strategies Inc.
NEW
Shares5
Change+5
Value$969
Filed 2026-10-02
Wealth Analytics Partners, LLC
NEW
Shares5
Change+5
Value$969
Filed 2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$194 (+$6)
Filed 2026-10-28
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 6,719
Change-6,719 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
Sterling Capital Management LLC
CLOSED
Shares0 from 4,061
Change-4,061 (-100%)
Value$0 (-$763.8K)
Filed 2026-10-22
Central Valley Advisors, LLC
CLOSED
Shares0 from 2,777
Change-2,777 (-100%)
Value$0 (-$522.4K)
Filed 2026-10-27
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,785
Change-1,785 (-100%)
Value$0 (-$335.7K)
Filed 2026-10-27
Lee Financial Co
CLOSED
Shares0 from 1,779
Change-1,779 (-100%)
Value$0 (-$334.6K)
Filed 2026-10-16
Belvedere Trading LLC
CLOSED
Shares0 from 1,479
Change-1,479 (-100%)
Value$0 (-$278.2K)
Filed 2026-11-05
MKT Advisors LLC
CLOSED
Shares0 from 1,465
Change-1,465 (-100%)
Value$0 (-$272.9K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,318
Change-1,318 (-100%)
Value$0 (-$247.9K)
Filed 2026-10-14
Evergreen Capital Management LLC
CLOSED
Shares0 from 1,226
Change-1,226 (-100%)
Value$0 (-$230.6K)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
CLOSED
Shares0 from 1,218
Change-1,218 (-100%)
Value$0 (-$229.1K)
Filed 2026-11-02
BIP Wealth, LLC
CLOSED
Shares0 from 1,177
Change-1,177 (-100%)
Value$0 (-$221.3K)
Filed 2026-10-22
Petredis Investment Advisors LLC
CLOSED
Shares0 from 1,159
Change-1,159 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-20
BLB&B Advisors, LLC
CLOSED
Shares0 from 1,139
Change-1,139 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-27
Cornerstone Planning Group LLC
CLOSED
Shares0 from 463
Change-463 (-100%)
Value$0 (-$86.1K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 390
Change-390 (-100%)
Value$0 (-$73.4K)
Filed 2026-10-15
Register Financial Advisors LLC
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$52.7K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 274
Change-274 (-100%)
Value$0 (-$51.7K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$49.8K)
Filed 2026-10-26
Go Invest LLC
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$30.3K)
Filed 2026-10-09
Vima LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$17.5K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-29
Brooklyn FI, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$13.0K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-13
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-07
Gill Capital Partners, LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-13
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-22
Bank of America Corp
N/A
Shares— from 53,516,596
Change-53,516,596 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,645,320
Change-14,645,320 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 14,626,998
Change-14,626,998 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,829,303
Change-6,829,303 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,166,362
Change-3,166,362 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 2,092,449
Change-2,092,449 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,533,948
Change-1,533,948 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,476,303
Change-1,476,303 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,465,956
Change-1,465,956 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,307,346
Change-1,307,346 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,249,539
Change-1,249,539 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,247,059
Change-1,247,059 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,221,245
Change-1,221,245 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,128,013
Change-1,128,013 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 825,427
Change-825,427 (-100%)
Value—
FMR LLC
N/A
Shares— from 697,287
Change-697,287 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 657,270
Change-657,270 (-100%)
Value—
Blair William & Co
N/A
Shares— from 501,346
Change-501,346 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 500,298
Change-500,298 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 480,739
Change-480,739 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 420,115
Change-420,115 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 415,167
Change-415,167 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 409,922
Change-409,922 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 372,777
Change-372,777 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 365,112
Change-365,112 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 339,855
Change-339,855 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 335,931
Change-335,931 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 332,072
Change-332,072 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 267,472
Change-267,472 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 265,006
Change-265,006 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 260,289
Change-260,289 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 243,786
Change-243,786 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 243,754
Change-243,754 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 231,839
Change-231,839 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 228,398
Change-228,398 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 226,543
Change-226,543 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 216,562
Change-216,562 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 214,791
Change-214,791 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 204,044
Change-204,044 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 202,069
Change-202,069 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 198,097
Change-198,097 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 192,183
Change-192,183 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 187,866
Change-187,866 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 179,657
Change-179,657 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 179,638
Change-179,638 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 171,918
Change-171,918 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 166,331
Change-166,331 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 163,131
Change-163,131 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 161,629
Change-161,629 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 151,348
Change-151,348 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 147,931
Change-147,931 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 145,904
Change-145,904 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 138,172
Change-138,172 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 137,906
Change-137,906 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 134,539
Change-134,539 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 132,670
Change-132,670 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 122,134
Change-122,134 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 119,223
Change-119,223 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 118,414
Change-118,414 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 104,982
Change-104,982 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 100,700
Change-100,700 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 95,525
Change-95,525 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 90,838
Change-90,838 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 90,059
Change-90,059 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 82,368
Change-82,368 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 81,361
Change-81,361 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 80,376
Change-80,376 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 77,899
Change-77,899 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 77,885
Change-77,885 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 76,340
Change-76,340 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 75,859
Change-75,859 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 75,494
Change-75,494 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 74,910
Change-74,910 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 72,807
Change-72,807 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 72,304
Change-72,304 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 72,221
Change-72,221 (-100%)
Value—
&partners
N/A
Shares— from 70,807
Change-70,807 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 66,492
Change-66,492 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 62,845
Change-62,845 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 61,937
Change-61,937 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 60,599
Change-60,599 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 59,541
Change-59,541 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 56,955
Change-56,955 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 50,635
Change-50,635 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 50,254
Change-50,254 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 50,120
Change-50,120 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 48,940
Change-48,940 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 48,727
Change-48,727 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 43,839
Change-43,839 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 43,641
Change-43,641 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 41,982
Change-41,982 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 40,404
Change-40,404 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 37,781
Change-37,781 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 36,272
Change-36,272 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 33,933
Change-33,933 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 33,601
Change-33,601 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 33,441
Change-33,441 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 30,663
Change-30,663 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 30,403
Change-30,403 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 29,420
Change-29,420 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 29,023
Change-29,023 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 28,938
Change-28,938 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 28,730
Change-28,730 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 28,608
Change-28,608 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 28,156
Change-28,156 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 27,811
Change-27,811 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 27,574
Change-27,574 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 27,171
Change-27,171 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 27,123
Change-27,123 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 26,910
Change-26,910 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 26,820
Change-26,820 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,177
Change-26,177 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 25,818
Change-25,818 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,004
Change-25,004 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 24,474
Change-24,474 (-100%)
Value—
Central Trust Co
N/A
Shares— from 22,583
Change-22,583 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,519
Change-22,519 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 22,154
Change-22,154 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 21,976
Change-21,976 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 21,804
Change-21,804 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 21,686
Change-21,686 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 20,934
Change-20,934 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 20,633
Change-20,633 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,833
Change-19,833 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 19,353
Change-19,353 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,910
Change-18,910 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,803
Change-18,803 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 18,787
Change-18,787 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 18,731
Change-18,731 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 18,410
Change-18,410 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 17,664
Change-17,664 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,198
Change-17,198 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 17,015
Change-17,015 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 16,512
Change-16,512 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 16,405
Change-16,405 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 15,679
Change-15,679 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,532
Change-15,532 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,436
Change-15,436 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 14,952
Change-14,952 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 14,559
Change-14,559 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,793
Change-13,793 (-100%)
Value—
Topel & Distasi Wealth Management, LLC
N/A
Shares— from 13,625
Change-13,625 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,429
Change-12,429 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,261
Change-12,261 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,015
Change-12,015 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,937
Change-11,937 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 11,609
Change-11,609 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,430
Change-11,430 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 11,388
Change-11,388 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,166
Change-11,166 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 10,815
Change-10,815 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,621
Change-10,621 (-100%)
Value—
CIM, LLC
N/A
Shares— from 10,063
Change-10,063 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 10,046
Change-10,046 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,880
Change-9,880 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 9,788
Change-9,788 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
Commerce Bank
N/A
Shares— from 9,391
Change-9,391 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,843
Change-8,843 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,739
Change-8,739 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 8,320
Change-8,320 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 8,175
Change-8,175 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,938
Change-7,938 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 7,876
Change-7,876 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,233
Change-7,233 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,983
Change-6,983 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 6,845
Change-6,845 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 6,653
Change-6,653 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 6,649
Change-6,649 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,578
Change-6,578 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,531
Change-6,531 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 6,507
Change-6,507 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6,505
Change-6,505 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 5,717
Change-5,717 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 5,439
Change-5,439 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,382
Change-5,382 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,346
Change-5,346 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 5,331
Change-5,331 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,837
Change-4,837 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 4,404
Change-4,404 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 4,133
Change-4,133 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Three Bridge Wealth Advisors, LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,023
Change-4,023 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Collier Financial
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
American Trust
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Bank OZK
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 968
Change-968 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 865
Change-865 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 845
Change-845 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 749
Change-749 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 711
Change-711 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 708
Change-708 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 531
Change-531 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 425
Change-425 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 250
Change-250 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 166
Change-166 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 144
Change-144 (-100%)
Value—
Motco
N/A
Shares— from 144
Change-144 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 77
Change-77 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 70
Change-70 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 20
Change-20 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 17
Change-17 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 12
Change-12 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 8
Change-8 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Facet Wealth, Inc.
INCREASED2,410,395884,912+1,525,483+172%$166.4M$467.0M+$300.6M2026-11-04
Blue Trust, Inc.
DECREASED1,803,5361,888,418-84,882-4%$355.2M$349.4M-$5.8M2026-10-15
Kestra Investment Management, LLC
DECREASED1,289,7881,322,967-33,179-3%$207.7M$249.9M+$42.2M2026-11-04
Commonwealth Equity Services, LLC
INCREASED843,747809,815+33,932+4%$152.3M$163.5M+$11.2M2026-11-02
Kestra Advisory Services, LLC
INCREASED478,524195,323+283,201+145%$36.7M$92.7M+$56.0M2026-11-02
Citizens Financial Group Inc
DECREASED424,581437,273-12,692-3%$82.2M$82.3M+$15.9K2026-10-23
Modera Wealth Management, LLC
DECREASED351,853354,960-3,107-1%$66.8M$68.2M+$1.4M2026-10-28
Tennessee Valley Asset Management Partners
DECREASED321,893329,315-7,422-2%$61.9M$62.4M+$426.0K2026-11-03
Cardinal Strategic Wealth Guidance
INCREASED291,291289,900+1,391+0%$54.5M$56.4M+$1.9M2026-11-02
Ddfg, Inc
INCREASED259,264252,703+6,561+3%$47.5M$50.2M+$2.7M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED237,031120,374+116,657+97%$22.6M$45.9M+$23.3M2026-10-16
Charles Schwab Trust Co
DECREASED234,363254,306-19,943-8%$47.8M$45.4M-$2.4M2026-10-15
Veracity Capital LLC
INCREASED228,843227,402+1,441+1%$42.8M$44.3M+$1.6M2026-10-08
Aspen Wealth Management LLC
INCREASED223,087211,338+11,749+6%$39.8M$43.2M+$3.5M2026-10-14
Voisard Asset Management Group, Inc.
INCREASED223,003219,334+3,669+2%$41.3M$43.2M+$2.0M2026-10-13
Cutler Investment Counsel LLC
INCREASED190,280189,385+895+0%$35.6M$36.9M+$1.2M2026-10-28
Systelligence, LLC
INCREASED184,039112,585+71,454+63%$21.2M$7.9M-$13.3M2026-11-05
CX Institutional
INCREASED159,903154,478+5,425+4%$29.1K$31.0K+$1.9K2026-10-02
Bank of New York Mellon Corp
INCREASED145,669143,172+2,497+2%$26.9M$28.2M+$1.3M2026-11-05
Alliance Private Wealth, LLC
DECREASED142,888147,476-4,588-3%$27.7M$27.7M-$54.4K2026-10-20
Atria Investments, Inc
INCREASED136,066127,601+8,465+7%$24.0M$26.4M+$2.4M2026-10-15
Spire Wealth Management
DECREASED134,621138,357-3,736-3%$26.0M$26.1M+$59.1K2026-10-30
Hudock, Inc.
INCREASED128,299128,030+269+0%$24.1M$24.9M+$776.8K2026-10-14
Founders Financial Securities LLC
INCREASED126,869122,713+4,156+3%$23.1M$24.6M+$1.5M2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED122,083118,301+3,782+3%$22.3M$23.7K-$22.2M2026-11-02
Foundry Financial Group, Inc.
INCREASED121,06177,418+43,643+56%$14.6M$23.5M+$8.9M2026-10-28
Doliver Advisors, LP
DECREASED120,602129,735-9,133-7%$24.4M$23.4M-$1.0M2026-10-01
Elevation Wealth Partners, LLC
INCREASED118,622118,225+397+0%$22.2M$23.0M+$746.1K2026-10-07
Waldron Private Wealth LLC
DECREASED113,740142,383-28,643-20%$26.8M$22.0M-$4.7M2026-11-02
PCA Investment Advisory Services Inc.
DECREASED98,081101,558-3,477-3%$19.1M$19.0M-$98.9K2026-10-13
Canvas Wealth Advisors, LLC
DECREASED97,236101,556-4,320-4%$19.1M$18.3M-$772.7K2026-11-02
Mascoma Wealth Management LLC
DECREASED90,25891,744-1,486-2%$17.3M$17.5M+$231.5K2026-10-23
Roberts Financial Services LLC
DECREASED87,70188,554-853-1%$16.7M$17.0M+$335.8K2026-10-23
Financial Council, LLC
DECREASED85,72885,946-2180%$16.2M$16.6M+$444.2K2026-11-02
Creative Planning
DECREASED84,70584,716-110%$15.9M$16.4M+$477.5K2026-11-02
VestGen Advisors, LLC
UNCHANGED80,93880,93800%$15.2M$15.7M+$458.2K2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED76,85979,015-2,156-3%$14.8M$14.9M+$124.2K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED75,38245,800+29,582+65%$8.7M$14.8M+$6.1M2026-10-13
Stevens Capital Partners
DECREASED75,32478,151-2,827-4%$14.7M$14.6M-$105.3K2026-10-29
Ironwood Wealth Management, Inc.
DECREASED75,04275,302-2600%$14.2M$14.7M+$548.4K2026-10-14
Cosner Financial Group, LLC
DECREASED68,73579,293-10,558-13%$15.2M$13.3M-$1.8M2026-11-03
TD Private Client Wealth LLC
DECREASED68,47868,937-459-1%$13.0M$13.3M+$301.3K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED66,98966,605+384+1%$12.5M$13.0M+$451.4K2026-10-30
Global Strategic Investment Solutions, LLC
INCREASED63,94263,772+170+0%$12.0M$12.4M+$393.7K2026-10-16
BOS Asset Management, LLC
DECREASED59,79561,092-1,297-2%$11.5M$11.6M+$94.6K2026-10-09
Ackerman Capital Advisors, LLC
INCREASED56,73440,281+16,453+41%$7.6M$11.0M+$3.4M2026-10-30
Phoenix Wealth Advisors
INCREASED48,78748,409+378+1%$9.1M$9.5M+$347.3K2026-11-03
Perigon Wealth Management, LLC
INCREASED48,47148,107+364+1%$9.0M$9.4M+$342.7K2026-10-22
Motive Wealth Advisors
DECREASED46,81848,463-1,645-3%$9.1M$9.1M-$44.4K2026-10-26
Legacy Solutions, LLC
INCREASED45,68144,454+1,227+3%$8.4M$8.9M+$489.4K2026-10-07
Spectrum Wealth Advisory Group, LLC
DECREASED45,45645,564-1080%$8.6M$8.8M+$236.9K2026-10-29
Park Avenue Securities LLC
INCREASED45,37141,753+3,618+9%$7.9M$8.8K-$7.8M2026-10-26
Merkkuri Wealth Advisors LLC
INCREASED43,50742,803+704+2%$8.1M$8.4M+$378.8K2026-11-03
Investment Advisory Services Inc
INCREASED41,44241,010+432+1%$7.7M$8.0M+$315.7K2026-10-27
Able Wealth Management LLC
INCREASED40,57140,167+404+1%$7.6M$8.0M+$476.0K2026-10-13
Amplius Wealth Advisors, LLC
DECREASED40,34441,305-961-2%$7.8M$7.8M+$47.6K2026-10-20
Parsons Capital Management Inc
INCREASED39,67939,414+265+1%$7.4M$7.7M+$274.4K2026-10-28
Endowment Wealth Management, Inc.
INCREASED38,06636,936+1,130+3%$6.9M$7.4M+$428.1K2026-11-03
Old Mission Investment Co LLC
DECREASED35,55536,105-550-2%$6.8M$6.9M+$97.8K2026-10-22
Diversify Wealth Management, LLC
DECREASED35,41537,614-2,199-6%$6.8M$6.8M+$21.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED35,41537,614-2,199-6%$6.8M$6.8M+$21.1K2026-10-20
Truist Financial Corp
DECREASED35,15255,562-20,410-37%$10.5M$6.8M-$3.6M2026-10-30
Rooted Wealth Advisors, Inc.
UNCHANGED34,79334,79300%$6.5M$6.5M$02026-11-03
First Heartland Consultants, Inc.
DECREASED34,21535,104-889-3%$6.6M$6.6M+$26.4K2026-10-08
Mcdonald Partners LLC
UNCHANGED32,00032,00000%$6.0M$6.2M+$181.1K2026-11-03
1900 Wealth Management LLC
DECREASED31,40531,526-1210%$5.9M$6.1M+$155.0K2026-10-13
Cornell Pochily Investment Advisors, Inc.
INCREASED31,05729,673+1,384+5%$5.6M$6.0M+$436.0K2026-10-19
Lido Advisors, LLC
INCREASED31,04130,575+466+2%$5.8M$6.0M+$263.5K2026-11-04
Ascentis Wealth Management, LLC
INCREASED30,1477,178+22,969+320%$1.4M$5.8M+$4.5M2026-11-03
Neumann Capital Management, LLC
INCREASED29,89627,866+2,030+7%$5.2M$5.8M+$551.0K2026-10-15
OpenArc Corporate Advisory, LLC
DECREASED29,76930,596-827-3%$5.8M$5.8M+$12.9K2026-10-21
Flagship Private Wealth, LLC
INCREASED29,26728,999+268+1%$5.5M$5.7M+$216.0K2026-11-05
Thrivent Financial for Lutherans
INCREASED29,15427,535+1,619+6%$5.2M$5.6M+$470.0K2026-11-05
Garde Capital, Inc.
DECREASED29,07529,323-248-1%$5.5M$5.6M+$117.9K2026-10-29
Midwest Trust Co
INCREASED28,70227,054+1,648+6%$5.1M$5.6M+$472.4K2026-10-22
Columbus Macro, LLC
DECREASED28,58728,856-269-1%$5.4M$5.5M+$111.2K2026-10-14
Aspiriant, LLC
UNCHANGED28,29328,29300%$5.3M$5.5M+$160.1K2026-10-16
Independence Financial Advisors, LLC
DECREASED27,67229,117-1,445-5%$5.5M$5.4M-$115.1K2026-10-08
Fortress Financial Group, LLC
DECREASED27,52730,550-3,023-10%$5.7M$5.3M-$412.7K2026-10-21
HB Wealth Management, LLC
INCREASED25,50825,200+308+1%$4.7M$4.9M+$202.2K2026-10-23
Omega Financial Group, LLC
DECREASED24,96025,020-600%$4.7M$4.8M+$130.1K2026-10-29
Wall Capital Group, Inc.
NEW24,913—+24,913——$4.8M—2026-10-14
Independent Financial Group, LLC
DECREASED24,86025,572-712-3%$4.8M$4.8M+$6.9K2026-10-13
Prospera Financial Services Inc
INCREASED24,24022,748+1,492+7%$4.3M$4.5M+$170.7K2026-11-04
Valpey Financial Services, LLC
INCREASED22,92622,879+47+0%$4.3M$4.4M+$138.7K2026-10-30
Americana Partners, LLC
UNCHANGED22,86022,86000%$4.3M$4.4M+$129.4K2026-10-28
TD Waterhouse Canada Inc.
DECREASED22,71122,803-920%$4.3M$4.4M+$143.4K2026-10-16
RFG Advisory, LLC
INCREASED22,63519,499+3,136+16%$3.7M$4.4M+$718.1K2026-11-03
Golden State Wealth Management, LLC
DECREASED22,59823,285-687-3%$4.4M$4.4M-$1.2K2026-11-02
William Howard & Co Financial Advisors Inc
UNCHANGED22,56622,56600%$4.2M$4.4M+$127.7K2026-11-04
Bailard, Inc.
DECREASED22,39922,630-231-1%$4.3M$4.3M+$83.3K2026-10-13
Vise Technologies, Inc.
INCREASED22,34513,367+8,978+67%$2.5M$4.3M+$1.8M2026-10-29
Trek Financial, LLC
INCREASED21,86121,296+565+3%$4.0M$4.2M+$230.0K2026-10-29
Colorado Capital Management, Inc.
DECREASED21,03421,049-150%$4.0K$4.1K+$1162026-10-15
Bulwark Capital Corp
DECREASED20,66320,845-182-1%$3.9M$4.0M+$82.7K2026-10-13
US Bancorp \de\
DECREASED20,60325,284-4,681-19%$4.8M$4.0M-$763.8K2026-11-05
D.A. Davidson & Co.
DECREASED19,70020,849-1,149-6%$3.9M$3.8M-$104.5K2026-10-28
Eagle Strategies LLC
DECREASED19,06119,207-146-1%$3.6M$3.7M+$80.5K2026-10-16
Mlp3, LLC
INCREASED18,47917,125+1,354+8%$3.2M$3.6M+$359.2K2026-10-22
Caliber Wealth Management, LLC / KS
DECREASED18,13018,869-739-4%$3.5M$3.5M-$36.3K2026-11-04
Private Trust Co NA
DECREASED17,84218,263-421-2%$3.4M$3.5M+$21.8K2026-10-20
New Wave Wealth Advisors LLC
INCREASED17,55016,969+581+3%$3.2M$3.5M+$263.5K2026-10-19
Jamison Private Wealth Management, Inc.
INCREASED17,07616,947+129+1%$3.2M$3.3M+$120.9K2026-10-14
Wealthcare Advisory Partners LLC
DECREASED16,91720,021-3,104-15%$3.8M$3.3M-$488.0K2026-10-21
Valley Forge Investment Consultants Inc ADV
INCREASED16,88516,875+10+0%$3.2M$3.3M+$97.5K2026-11-03
TriaGen Wealth Management LLC
DECREASED16,43116,483-520%$3.1M$3.2M+$83.3K2026-10-14
Sigma Planning Corp
DECREASED16,24617,366-1,120-6%$3.3M$3.1M-$118.7K2026-10-23
Provenance Wealth Advisors, LLC
INCREASED15,28014,763+517+4%$2.8M$3.0M+$183.7K2026-10-30
Oppenheimer & Co Inc
INCREASED14,90114,707+194+1%$2.8M$2.9M+$120.8K2026-10-26
Arwa LLC
NEW14,850—+14,850——$2.9M—2026-10-21
Watchman Group, Inc.
DECREASED14,79615,069-273-2%$2.8M$2.9M+$32.4K2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED14,43014,687-257-2%$2.8M$2.8M+$34.6K2026-11-05
Brighton Jones LLC
INCREASED14,21913,837+382+3%$2.6M$2.8M+$152.4K2026-11-03
Columbia Advisory Partners LLC
UNCHANGED14,19014,19000%$2.7M$2.7M+$80.3K2026-10-15
Crestwood Advisors Group, LLC
INCREASED13,9739,698+4,275+44%$1.8M$2.7M+$883.1K2026-10-27
GC Wealth Management RIA, LLC
INCREASED13,91212,343+1,569+13%$2.3M$2.7M+$373.9K2026-11-02
Moneco Advisors, LLC
INCREASED13,8507,602+6,248+82%$1.4M$2.7M+$1.3M2026-11-05
Farther Finance Advisors, LLC
INCREASED13,80513,652+153+1%$2.6M$2.7M+$106.9K2026-10-08
PFG Advisors
DECREASED13,77514,215-440-3%$2.7M$2.7M-$4.8K2026-10-16
MGO One Seven LLC
DECREASED13,35013,735-385-3%$2.6M$2.6M+$3.1K2026-10-28
Flagship Harbor Advisors, LLC
DECREASED13,05613,172-116-1%$2.5M$2.5M+$52.0K2026-10-26
Keenan, LLC
DECREASED13,00114,602-1,601-11%$2.7M$2.5M-$227.5K2026-10-23
Citigroup Inc
INCREASED12,71910,121+2,598+26%$1.9M$2.5M+$560.6K2026-11-04
Ashton Thomas Securities, LLC
NEW12,605—+12,605——$2.4M—2026-10-26
Navigation Group, LLC
DECREASED12,41912,619-200-2%$2.4M$2.4M+$32.7K2026-10-28
BCS Wealth Management
UNCHANGED12,30312,30300%$2.3M$2.4M+$69.6K2026-11-03
White Lighthouse Investment Management Inc.
INCREASED12,27312,257+16+0%$2.3M$2.4M+$72.5K2026-10-21
M Holdings Securities, Inc.
NEW12,269—+12,269——$2.2K—2026-11-03
Robinson Smith Wealth Advisors LLC
UNCHANGED11,77211,77200%$2.2M$2.3M+$66.6K2026-10-22
RFG - Bristol Wealth Advisors, LLC
DECREASED11,71212,144-432-4%$2.3M$2.3M-$14.9K2026-10-09
Sterling Investment Counsel, LLC
INCREASED11,68611,129+557+5%$2.1M$2.3M+$171.0K2026-10-19
Uptick Partners, LLC
DECREASED11,51411,670-156-1%$2.2M$2.2M+$35.8K2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED11,49911,727-228-2%$2.2M$2.2M+$22.2K2026-10-23
GSG Advisors LLC
INCREASED11,31710,616+701+7%$2.0M$2.2M+$196.1K2026-11-03
Apella Capital, LLC
INCREASED11,2273,309+7,918+239%$616.3K$2.2M+$1.6M2026-10-08
Beam Wealth Advisors, Inc.
DECREASED11,15411,491-337-3%$2.2M$2.2M-$1862026-11-03
Victory Financial Group, LLC
INCREASED11,0668,955+2,111+24%$1.7M$2.1M+$459.8K2026-10-27
St. Clair Advisors, LLC
UNCHANGED11,05411,05400%$2.1M$2.1M+$62.6K2026-10-13
NBT Bank, N.A.
DECREASED10,94516,536-5,591-34%$3.1M$2.1M-$989.7K2026-10-21
Nations Financial Group Inc,
INCREASED10,71010,428+282+3%$2.0M$2.1M+$113.7K2026-11-05
Hubbell Strickland Wealth Management, LLC
INCREASED10,22210,171+51+1%$1.9M$2.0M+$67.4K2026-10-29
Presilium Private Wealth, LLC
DECREASED9,98410,621-637-6%$2.0M$1.9M-$63.3K2026-10-26
YHB Investment Advisors, Inc.
DECREASED9,98210,077-95-1%$1.9M$1.9M+$38.6K2026-10-08
South Shore Capital Advisors
DECREASED9,92649,860-39,934-80%$9.4M$2.0M-$7.4M2026-10-20
Heritage Wealth Management, Inc.
UNCHANGED9,4189,41800%$1.8M$1.8M+$53.3K2026-10-27
Trilogy Capital Inc.
UNCHANGED9,2599,25900%$1.7M$1.8M+$52.4K2026-10-20
Patten & Patten Inc
INCREASED9,2109,010+200+2%$1.7M$1.8M+$89.7K2026-10-26
Investors Research Corp
INCREASED9,1648,967+197+2%$1.7M$1.8M+$88.9K2026-10-07
Barnes Dennig Private Wealth Management LLC
DECREASED9,0929,157-65-1%$1.7M$1.8M+$39.3K2026-10-30
Parallel Advisors, LLC
UNCHANGED9,0279,02700%$1.7M$1.7M+$51.1K2026-11-03
Catalyst Private Wealth, LLC
DECREASED8,9809,438-458-5%$1.8M$1.7M-$35.3K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED8,7391,411+7,328+519%$265.4K$1.7M+$1.4M2026-11-04
Sweeney & Michel, LLC
DECREASED8,6719,359-688-7%$1.8M$1.7M-$137.4K2026-10-16
High Point Wealth Management, LLC
INCREASED8,2698,261+8+0%$1.6M$1.6M+$48.4K2026-11-05
Benchmark Financial Wealth Advisors, LLC
INCREASED8,2298,221+8+0%$1.5M$1.6M+$48.1K2026-10-20
Vaughan & Co Securities, Inc.
DECREASED8,1408,155-150%$1.5M$1.6M+$43.2K2026-10-23
Symphony Financial, Ltd. Co.
DECREASED8,0858,150-65-1%$1.5M$1.6M+$42.7K2026-10-22
Total Clarity Wealth Management, Inc.
DECREASED7,9848,027-43-1%$1.5M$1.5M+$37.1K2026-10-26
Silverlake Wealth Management LLC
INCREASED7,9763,944+4,032+102%$741.9K$1.5M+$803.5K2026-10-21
American State Bank (Iowa)
INCREASED7,9597,895+64+1%$1.5M$1.5M+$57.1K2026-11-03
Chicago Partners Investment Group LLC
DECREASED7,7987,888-90-1%$1.4M$1.5M+$9.0K2026-10-27
Wealth Management Partners, LLC
DECREASED7,7968,039-243-3%$1.5M$1.5M-$1.6K2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED7,7847,809-250%$1.5M$1.5M+$33.5K2026-10-21
Diversified Enterprises, LLC
DECREASED7,66210,144-2,482-24%$1.9M$1.5M-$423.6K2026-10-19
Apollon Financial, LLC
DECREASED7,5367,642-106-1%$1.4M$1.5M+$22.8K2026-10-23
Innovative Wealth Building LLC
INCREASED7,5257,433+92+1%$1.4M$1.5M+$59.8K2026-10-14
One Day In July LLC
DECREASED7,3397,627-288-4%$1.4M$1.4M-$12.6K2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED7,2436,222+1,021+16%$1.2M$1.4M+$232.9K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED7,1227,12200%$1.3M$1.4M+$40.3K2026-10-27
B. Riley Wealth Advisors, Inc.
NEW7,086—+7,086——$1.4M—2026-10-13
SeaCrest Wealth Management, LLC
INCREASED7,0595,863+1,196+20%$1.1M$1.4M+$264.9K2026-10-21
Ullmann Wealth Partners Group, LLC
INCREASED7,0347,033+1+0%$1.3M$1.4M+$40.0K2026-11-02
Renasant Bank
INCREASED7,0006,750+250+4%$1.3M$1.4M+$86.6K2026-11-05
Inscription Capital, LLC
DECREASED7,0007,031-310%$1.3M$1.4M+$33.8K2026-11-02
TL Private Wealth
DECREASED6,9517,232-281-4%$1.3M$1.4M+$22.4K2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED6,7667,521-755-10%$1.4M$1.3M-$103.7K2026-10-13
Burns Matteson Capital Management, LLC
DECREASED6,7356,932-197-3%$1.3M$1.3M+$1.1K2026-10-16
Integrated Advisors Network LLC
DECREASED6,68916,030-9,341-58%$3.0M$1.3M-$1.7M2026-10-20
Matauro, LLC
DECREASED6,6559,214-2,559-28%$1.7M$1.3M-$443.6K2026-11-03
Weil Company, Inc.
UNCHANGED6,6366,63600%$1.2M$1.3M+$37.6K2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED6,6306,528+102+2%$1.2M$1.3M+$56.7K2026-10-13
Sapient Capital LLC
INCREASED6,6086,081+527+9%$1.1M$1.3M+$136.5K2026-10-08
Meridian Financial Advisors, LLC
INCREASED6,5746,531+43+1%$1.2M$1.3M+$45.3K2026-10-14
Financial Partners Group, Inc
INCREASED6,5105,090+1,420+28%$957.3K$1.3M+$304.1K2026-10-19
Venture Visionary Partners LLC
DECREASED6,4796,503-240%$1.2M$1.3M+$32.0K2026-10-07
Intrua Financial, LLC
INCREASED6,4666,036+430+7%$1.1M$1.3M+$117.5K2026-10-28
Grey Fox Wealth Advisors, LLC
DECREASED6,3626,779-417-6%$1.3M$1.2M-$42.3K2026-11-03
Droms Strauss Advisors Inc
INCREASED6,3456,337+8+0%$1.2M$1.2M+$37.4K2026-11-03
Verus Capital Partners, LLC
DECREASED6,3236,367-44-1%$1.2M$1.2M+$27.6K2026-11-03
Westco Advisory Services Inc
UNCHANGED6,2216,22100%$1.2M$1.2M+$35.2K2026-10-14
XML Financial, LLC
INCREASED6,2196,164+55+1%$1.2M$1.2M+$45.7K2026-10-29
Meridian Wealth Management, LLC
INCREASED6,0435,612+431+8%$1.1M$1.2M+$115.2K2026-11-05
Private Wealth Partners, LLC
UNCHANGED6,0286,02800%$1.1M$1.2M+$34.1K2026-10-22
Visionary Wealth Advisors
INCREASED6,0125,807+205+4%$1.1M$1.2M+$72.7K2026-11-04
Schmidt P J Investment Management Inc
UNCHANGED6,0006,00000%$1.1M$1.2M+$34.0K2026-11-02
NTV Asset Management LLC
INCREASED5,8725,772+100+2%$1.1M$1.1M+$52.0K2026-10-23
Twelve Points Wealth Management LLC
DECREASED5,8685,922-54-1%$1.1M$1.1M-$36.9K2026-11-03
Titleist Asset Management, LLC
INCREASED5,7725,215+557+11%$980.9K$1.1M+$137.5K2026-10-08
Y-Intercept (Hong Kong) Ltd
NEW5,704—+5,704——$1.1M—2026-10-16
Tctc Holdings, LLC
UNCHANGED5,6995,69900%$1.1M$1.1M+$32.3K2026-11-02
Compass Financial Management LLC
INCREASED5,668260+5,408+2080%$48.9K$1.1M+$1.0M2026-10-30
Fifth Third Securities, Inc.
INCREASED5,6494,964+685+14%$933.8K$1.1M+$160.8K2026-10-21
United Advisor Group, LLC
INCREASED5,6315,441+190+3%$1.0M$1.1M+$67.5K2026-11-03
WealthSpring Partners, LLC
NEW5,621—+5,621——$1.1M—2026-10-14
OAK Ridge Investments LLC
INCREASED5,5821,609+3,973+247%$302.6K$1.1M+$778.9K2026-10-30
Tannin Capital LLC
DECREASED5,4085,814-406-7%$1.1M$1.0M-$45.7K2026-11-05
One Way Holdings LLC
INCREASED5,4065,041+365+7%$948.2K$1.0M+$99.3K2026-10-29
MidAtlantic Capital Management, Inc.
UNCHANGED5,3945,39400%$1.0M$1.0M+$30.5K2026-11-05
Boyd Wealth Management, LLC
INCREASED5,3664,525+841+19%$851.1K$1.0M+$188.6K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED5,3465,156+190+4%$969.8K$1.0M+$66.1K2026-11-05
Verdence Capital Advisors LLC
INCREASED5,2951,981+3,314+167%$372.6K$1.0M+$653.3K2026-10-26
Patriot Financial Group Insurance Agency, LLC
UNCHANGED5,2535,25300%$988.0K$1.0M+$29.7K2026-10-14
Choreo, LLC
INCREASED5,2475,097+150+3%$957.9K$1.0M+$58.7K2026-10-28
Wealth Quarterback LLC
INCREASED5,1325,129+3+0%$964.7K$994.4K+$29.7K2026-10-20
Hoxton Planning & Management, LLC
INCREASED5,0195,014+5+0%$943.1K$972.4K+$29.3K2026-10-15
Ulland Investment Advisors, LLC
DECREASED5,0055,390-385-7%$1.0K$970-$442026-10-13
Mitchell Capital Management Co
DECREASED5,0005,037-37-1%$947.4K$968.8K+$21.3K2026-10-29
FC Advisory LLC
UNCHANGED4,9904,99000%$938.6K$966.8K+$28.2K2026-10-05
Forte Asset Management LLC
UNCHANGED4,9494,94900%$930.9K$958.9K+$28.0K2026-10-13
Pinnacle Wealth Planning Services, Inc.
NEW4,925—+4,925——$954.2K—2026-10-27
Integrated Wealth Management
INCREASED4,9004,836+64+1%$909.6K$949.4K+$39.8K2026-10-19
Insight Wealth Strategies, LLC
INCREASED4,8924,888+4+0%$915.6K$947.9K+$32.3K2026-10-09
Kaizen Financial Strategies
INCREASED4,6524,647+5+0%$870.4K$901.3K+$30.9K2026-10-09
Weaver Consulting Group
INCREASED4,6344,462+172+4%$839.2K$897.8K+$58.6K2026-10-07
Axxcess Wealth Management, LLC
INCREASED4,6184,392+226+5%$826.1K$894.7K+$68.6K2026-10-21
Bennett Selby Investments LP
UNCHANGED4,5854,58500%$862.4K$888.3K+$26.0K2026-10-19
Simplicity Wealth,LLC
INCREASED4,5444,281+263+6%$805.2K$880.5K+$75.3K2026-10-23
Annex Advisory Services, LLC
INCREASED4,5024,338+164+4%$815.9K$872.3K+$56.4K2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED4,4104,528-118-3%$851.7K$854.5K+$2.7K2026-10-29
Worth Financial Advisory Group, LLC
UNCHANGED4,3654,36500%$821.0K$845.7K+$24.7K2026-10-19
Legacy Private Trust Co.
DECREASED4,3304,700-370-8%$884.0K$838.9K-$45.1K2026-10-06
Calamos Wealth Management LLC
UNCHANGED4,1714,17100%$784.5K$808.1K+$23.6K2026-11-02
Smith Salley Wealth Management
UNCHANGED4,1144,11400%$773.7K$797.2K+$23.5K2026-11-03
Soltis Investment Advisors LLC
INCREASED3,8713,868+3+0%$727.6K$750.1K+$22.5K2026-10-28
Thayer Financial, L.L.C.
UNCHANGED3,8553,85500%$725.1K$748.6K+$23.5K2026-10-21
Moneywise, Inc.
NEW3,735—+3,735——$723.7K—2026-10-30
Beaumont Financial Advisors, LLC
UNCHANGED3,6783,67800%$691.8K$712.7K+$20.8K2026-10-22
Greenleaf Trust
INCREASED3,6762,884+792+27%$542.5K$712.2K+$169.8K2026-10-29
55 North Private Wealth, LLC
INCREASED3,6613,657+4+0%$687.8K$709.4K+$21.6K2026-10-20
Stone Summit Wealth LLC
UNCHANGED3,6613,66100%$688.6K$709.3K+$20.7K2026-10-14
KFG LLC
NEW3,622—+3,622——$701.8K—2026-11-02
Bright Futures Wealth Management, Llc.
INCREASED3,5413,540+1+0%$665.9K$686.1K+$20.2K2026-10-23
Trust Co of Vermont
INCREASED3,5213,098+423+14%$582.7K$682.2K+$99.5K2026-10-21
TritonPoint Partners, LLC
DECREASED3,5064,166-660-16%$783.6K$679.3K-$104.3K2026-11-05
Melone Private Wealth, LLC
DECREASED3,5063,838-332-9%$721.8K$679.2K-$42.6K2026-10-16
Collective Family Office LLC
DECREASED3,4533,496-43-1%$657.6K$669.0K+$11.5K2026-10-05
First City Capital Management, Inc.
INCREASED3,4413,440+1+0%$647.1K$666.6K+$19.5K2026-10-27
Peterson Wealth Advisors, LLC
INCREASED3,4073,403+4+0%$640.1K$660.2K+$20.1K2026-10-08
Oarsman Capital, Inc.
INCREASED3,4012,963+438+15%$557.3K$658.9K+$101.6K2026-11-05
Norden Group LLC
UNCHANGED3,3603,36000%$632.0K$651.0K+$19.0K2026-10-20
Elevatus Welath Management
INCREASED3,3343,320+14+0%$624.5K$645.9K+$21.5K2026-10-19
Valeo Financial Advisors, LLC
DECREASED3,3243,648-324-9%$686.1K$644.1K-$42.1K2026-10-08
Avior Wealth Management, LLC
DECREASED3,2453,257-120%$612.5K$628.6K+$16.1K2026-10-13
Altfest L J & Co Inc
UNCHANGED3,2433,24300%$610.0K$628.3K+$18.4K2026-10-27
Linscomb Wealth, Inc.
DECREASED3,2193,277-58-2%$616.4K$623.7K+$7.3K2026-11-05
Novem Group
INCREASED3,1673,164+3+0%$595.2K$613.7K+$18.5K2026-10-19
Dagco, Inc.
INCREASED3,1212,974+147+5%$559.4K$604.7K+$45.3K2026-10-20
Shum Financial Group, Inc.
UNCHANGED3,1073,10700%$584.4K$602.0K+$17.6K2026-10-13
Northbridge Financial Group, LLC
DECREASED3,0193,489-470-13%$656.3K$601.1K-$55.1K2026-11-05
Davenport & Co LLC
DECREASED3,0093,113-104-3%$585.6K$583.0K-$2.6K2026-10-14
Fiduciary Alliance LLC
DECREASED2,9963,028-32-1%$569.6K$580.5K+$10.9K2026-10-13
Bernardo Wealth Planning LLC
INCREASED2,9941,512+1,482+98%$284.4K$580.1K+$295.7K2026-10-23
Keybank National Association
INCREASED2,9912,178+813+37%$409.7K$579.5K+$169.8K2026-11-04
Premier Path Wealth Partners, LLC
UNCHANGED2,9872,98700%$561.8K$578.7K+$16.9K2026-10-16
Forvis Mazars Wealth Advisors, LLC
INCREASED2,9822,875+107+4%$540.7K$577.8K+$37.1K2026-10-13
Summit Investment Advisors, Inc.\KS
DECREASED2,9574,058-1,101-27%$763.4K$572.9K-$190.4K2026-11-05
RPG Investment Advisory, LLC
DECREASED2,9564,997-2,041-41%$939.9K$572.7K-$367.2K2026-10-21
StoneX Group Inc.
INCREASED2,9551,407+1,548+110%$264.7K$558.7K+$294.1K2026-11-03
Armbruster Capital Management, Inc.
UNCHANGED2,9002,90000%$545.5K$561.9K+$16.4K2026-10-19
Magnus Financial Group LLC
DECREASED2,8613,043-182-6%$572.4K$554.3K-$18.0K2026-10-21
Ascentis Independent Advisors
NEW2,859—+2,859——$554.4K—2026-11-03
KFA Private Wealth Group, LLC
INCREASED2,8292,828+1+0%$532.0K$548.2K+$16.2K2026-10-07
IFP Advisors, Inc
INCREASED2,8122,455+357+15%$461.8K$544.8K+$83.1K2026-10-16
Financial Planning Hawaii, Inc.
UNCHANGED2,7852,78500%$523.8K$539.6K+$15.8K2026-10-13
Brookstone Capital Management
INCREASED2,6832,624+59+2%$493.5K$519.8K+$26.3K2026-10-22
Denver PWM, LLC
DECREASED2,6362,960-324-11%$575.0K$510.8K-$64.2K2026-10-22
True Private Wealth Advisors
DECREASED2,6354,143-1,508-36%$779.2K$510.6K-$268.6K2026-10-19
Plante Moran Financial Advisors, LLC
NEW2,615—+2,615——$506.7K—2026-11-04
Northside Capital Management, LLC
UNCHANGED2,5702,57000%$483.4K$497.9K+$14.5K2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED2,5362,53600%$477.0K$491.4K+$14.4K2026-10-13
HUB Investment Partners, LLC
DECREASED2,5112,644-133-5%$497.3K$486.5K-$10.8K2026-11-03
FF Advisors,LLC
UNCHANGED2,5102,51000%$472.1K$486.3K+$14.2K2026-10-21
Apollon Wealth Management, LLC
INCREASED2,4822,459+23+1%$462.5K$480.9K+$18.4K2026-10-23
Frederick Financial Consultants, LLC
UNCHANGED2,4802,48000%$466.4K$480.5K+$14.0K2026-10-29
GenWealth Group, Inc.
UNCHANGED2,4682,46800%$464.2K$478.2K+$14.0K2026-10-16
Signaturefd, LLC
DECREASED2,4532,609-156-6%$490.7K$475.3K-$15.5K2026-10-23
Allen Capital Group, LLC
DECREASED2,4432,880-437-15%$541.7K$473.3K-$68.4K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED2,4252,42500%$456.1K$469.8K+$13.7K2026-10-23
Birchwood Financial Partners, Inc.
INCREASED2,4152,412+3+0%$453.7K$467.9K+$14.3K2026-11-02
Colonial River Investments, LLC
INCREASED2,4141,696+718+42%$318.9K$467.7K+$148.7K2026-10-19
Key FInancial Inc
UNCHANGED2,4002,40000%$451.4K$465.0K+$13.6K2026-11-02
Element Pointe Advisors, LLC
UNCHANGED2,3732,37300%$446.3K$459.8K+$13.4K2026-10-21
Williams Jones Wealth Management, Llc.
INCREASED2,3412,315+26+1%$435.4K$453.6K+$18.1K2026-11-05
Financial Management Network Inc
UNCHANGED2,2862,28600%$420.0K$448.4K+$28.4K2026-10-09
Cannon Financial Strategists, Inc.
INCREASED2,2532,250+3+0%$423.1K$436.4K+$13.3K2026-10-19
Assetmark, Inc
INCREASED2,2511,559+692+44%$293.2K$436.1K+$142.9K2026-10-21
Sowell Financial Services LLC
INCREASED2,1952,015+180+9%$378.9K$425.3K+$46.4K2026-10-23
Family Legacy Financial Solutions, LLC
INCREASED2,1902,188+2+0%$411.5K$424.3K+$12.8K2026-10-07
CWA Asset Management Group, LLC
INCREASED2,1872,048+139+7%$385.2K$423.7K+$38.5K2026-10-19
West Branch Capital LLC
INCREASED2,1782,047+131+6%$385.0K$422.0K+$37.0K2026-10-20
Greenwood Gearhart LLC
UNCHANGED2,1712,17100%$408.3K$420.6K+$12.3K2026-11-02
Centurion Wealth Management LLC
DECREASED2,1552,165-100%$407.2K$417.5K+$10.3K2026-10-13
Echo45 Advisors LLC
NEW2,113—+2,113——$409.4K—2026-10-07
Connecticut Wealth Management, LLC
DECREASED2,0983,224-1,126-35%$606.4K$406.5K-$199.9K2026-10-13
Financial Perspectives, Inc
INCREASED2,0742,071+3+0%$389.6K$401.8K+$12.2K2026-11-03
Onyx Bridge Wealth Group LLC
UNCHANGED2,0662,06600%$388.6K$400.3K+$11.7K2026-10-16
Summit Global Investments
DECREASED2,0582,070-12-1%$389.0K$399-$388.6K2026-10-28
Community Financial Services Group, LLC
DECREASED2,0572,097-40-2%$392.8K$399.4K+$6.6K2026-10-15
Instrumental Wealth, LLC
INCREASED2,0512,048+3+0%$385.2K$397.3K+$12.1K2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED2,0332,03300%$382.4K$393.9K+$11.5K2026-10-22
Crescent Grove Advisors, LLC
DECREASED2,0102,112-102-5%$397.3K$389.5K-$7.8K2026-10-21
LEE Danner & Bass Inc
UNCHANGED2,0102,01000%$378.1K$389.4K+$11.4K2026-10-27
Oak Asset Management, LLC
UNCHANGED1,9921,99200%$374.7K$386.0K+$11.3K2026-10-13
Garrett Wealth Advisory Group, LLC
UNCHANGED1,9811,98100%$372.7K$383.9K+$11.2K2026-10-22
MCF Advisors LLC
INCREASED1,9631,659+304+18%$312.0K$380.3K+$68.3K2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED1,9611,928+33+2%$362.6K$379.9K+$17.3K2026-10-20
Old National Bancorp
DECREASED1,9331,970-37-2%$370.5K$374.5K+$4.0K2026-10-20
SAX Wealth Advisors, LLC
INCREASED1,9251,671+254+15%$259.2K$372.9K+$113.7K2026-10-13
Integrity Alliance, Llc.
INCREASED1,9241,259+665+53%$237.0K$372.9K+$135.9K2026-10-29
Leisure Capital Management
UNCHANGED1,9241,92400%$361.9K$372.8K+$10.9K2026-11-03
Kroeger Financial Partners
UNCHANGED1,8991,89900%$357.2K$367.9K+$10.7K2026-10-19
tru Independence LLC
NEW1,859—+1,859——$360.1K—2026-10-20
Woodmont Investment Counsel LLC
NEW1,848—+1,848——$358.1K—2026-10-29
Claro Advisors Inc.
DECREASED1,8471,923-76-4%$361.8K$357.8K-$4.0K2026-11-02
Parkway Wealth Management Group, LLC
DECREASED1,8451,961-116-6%$368.8K$357.5K-$11.3K2026-10-20
Goldstein Advisors, LLC
INCREASED1,8401,809+31+2%$340.3K$356.5K+$16.2K2026-10-15
Albion Financial Group
UNCHANGED1,8371,83700%$345.5K$355.9K+$10.4K2026-10-21
Heritage Family Offices, LLP
UNCHANGED1,7851,78500%$335.7K$345.8K+$10.1K2026-11-02
Wesbanco Bank Inc
DECREASED1,7711,776-50%$334.0K$343.1K+$9.1K2026-11-04
Country Trust Bank
INCREASED1,76223+1,739+7561%$4.3K$341.4K+$337.1K2026-10-30
Avantax Planning Partners, Inc.
UNCHANGED1,7611,76100%$331.2K$341.2K+$10.0K2026-11-03
Tritonpoint Wealth, LLC
UNCHANGED1,7581,75800%$330.7K$340.6K+$10.0K2026-10-19
Legacy Advisors, LLC
INCREASED1,7451,521+224+15%$286.1K$338.1K+$52.0K2026-10-19
SFG Wealth Management, Llc.
DECREASED1,7411,942-201-10%$365.2K$337.3K-$27.9K2026-10-23
Courier Capital LLC
UNCHANGED1,7311,73100%$325.6K$335.4K+$9.8K2026-10-19
Investment Partners, Ltd.
NEW1,730—+1,730——$335.2K—2026-10-29
AlphaCore Capital LLC
UNCHANGED1,7211,72100%$323.7K$333.4K+$9.7K2026-11-04
Hoey Investments, Inc
DECREASED1,7002,500-800-32%$470.2K$329.4K-$140.9K2026-10-29
Braeburn Wealth Management LLC
INCREASED1,6981,695+3+0%$318.7K$329.0K+$10.4K2026-10-15
Fingerlakes Wealth Management, Inc.
DECREASED1,6931,698-50%$319.3K$328.0K+$8.7K2026-11-04
Avidian Wealth Enterprises, LLC
UNCHANGED1,6871,68700%$317.3K$326.8K+$9.4K2026-10-08
Csenge Advisory Group
DECREASED1,6861,690-40%$317.9K$326.6K+$8.8K2026-11-04
Flagstar Securities, Inc
INCREASED1,6851,683+2+0%$316.6K$326.5K+$9.9K2026-10-15
Opinicus Capital, Inc.
DECREASED1,6791,720-41-2%$323.6K$325.2K+$1.6K2026-10-28
Revolve Wealth Partners, LLC
INCREASED1,6741,668+6+0%$313.8K$324.4K+$10.5K2026-10-23
Sage Mountain Advisors LLC
DECREASED1,6701,794-124-7%$337.4K$323.6K-$13.9K2026-11-02
KWB Wealth
DECREASED1,6561,665-9-1%$313.1K$320.8K+$7.7K2026-10-16
Salem Investment Counselors Inc
DECREASED1,6431,663-20-1%$312.8K$318.3K+$5.5K2026-10-13
Acropolis Investment Management, LLC
UNCHANGED1,6421,64200%$308.9K$318.2K+$9.3K2026-10-08
Castle Rock Wealth Management, LLC
INCREASED1,6401,638+2+0%$306.9K$326.6K+$19.7K2026-10-09
Brandywine OAK Private Wealth LLC
NEW1,631—+1,631——$316.0K—2026-10-23
Altiora Financial Group, LLC
DECREASED1,6271,695-68-4%$318.8K$315.2K-$3.6K2026-11-04
Mission Wealth Management, LP
DECREASED1,62610,550-8,924-85%$2.0M$315.1K-$1.7M2026-10-15
Barrett & Company, Inc.
UNCHANGED1,6241,62400%$305.4K$314.7K+$9.3K2026-10-22
Elevation Wealth Management LLC
DECREASED1,6201,629-9-1%$306.4K$313.9K+$7.5K2026-11-02
Verum Partners LLC
INCREASED1,6171,194+423+35%$224.6K$313.3K+$88.7K2026-10-21
Global Assets Advisory, LLC
UNCHANGED1,6021,60200%$300.9K$316.9K+$16.0K2026-10-28
MassMutual Private Wealth & Trust, FSB
UNCHANGED1,6001,60000%$300.9K$310.0K+$9.1K2026-10-05
Horst & Graben Wealth Management LLC
INCREASED1,5921,579+13+1%$295.8K$308.5K+$12.7K2026-11-02
SteelPeak Wealth, LLC
INCREASED1,5671,565+2+0%$294.3K$303.5K+$9.2K2026-10-16
Riverbridge Partners LLC
DECREASED1,5352,237-702-31%$420.7K$297.3K-$123.4K2026-11-05
Centerpoint Advisors, LLC
UNCHANGED1,5331,53300%$288.0K$297.0K+$9.0K2026-11-05
MTM Investment Management, LLC
UNCHANGED1,5301,53000%$287.8K$296.4K+$8.7K2026-10-30
DT Investment Partners, LLC
UNCHANGED1,5281,52800%$287.4K$296.1K+$8.6K2026-10-27
Hamilton Capital, LLC
INCREASED1,5271,231+296+24%$231.6K$296.0K+$64.3K2026-10-08
AWM Capital, LLC
DECREASED1,5131,525-12-1%$286.9K$293.2K+$6.3K2026-10-16
Blankinship & Foster, LLC
UNCHANGED1,5041,50400%$282.9K$291.4K+$8.5K2026-10-19
New England Private Wealth Advisors LLC
INCREASED1,5031,501+2+0%$272.7K$291.1K+$18.5K2026-10-19
Capital Investment Advisors, LLC
INCREASED1,4911,488+3+0%$280.0K$288.8K+$8.8K2026-10-22
Foguth Wealth Management, Llc.
INCREASED1,4821,231+251+20%$226.6K$280.6K+$54.0K2026-10-19
Antonelli Financial Advisors, LLC
UNCHANGED1,4541,45400%$274.0K$282.0K+$8.0K2026-10-13
Keystone Financial Group, Inc.
INCREASED1,4381,436+2+0%$270.1K$278.6K+$8.5K2026-10-13
Convergence Financial, LLC
DECREASED1,4301,503-73-5%$282.7K$277.1K-$5.6K2026-10-27
BAR Harbor Wealth Management
UNCHANGED1,4191,41900%$266.9K$274.9K+$8.0K2026-10-21
Dynamic Advisor Solutions LLC
NEW1,415—+1,415——$274.2K—2026-10-13
Verity & Verity, LLC
INCREASED1,4141,356+58+4%$255.1K$274.0K+$18.9K2026-10-23
Unified Investment Management
UNCHANGED1,4001,40000%$263.3K$271.3K+$7.9K2026-10-14
Gerber Kawasaki Wealth & Investment Management
DECREASED1,3841,400-16-1%$263.3K$268.2K+$4.9K2026-10-29
Visionary Horizons, LLC
INCREASED1,3761,084+292+27%$204.0K$266.8K+$62.8K2026-10-22
Pinnacle Associates LTD
UNCHANGED1,3731,37300%$258.2K$266.1K+$7.9K2026-10-20
First National Trust Co
UNCHANGED1,3661,36600%$256.9K$264.7K+$7.7K2026-10-28
Clark Asset Management, LLC
DECREASED1,3631,364-10%$256.5K$264.0K+$7.5K2026-10-19
Seneca Financial Advisors LLC
INCREASED1,3571,355+2+0%$254.8K$262.9K+$8.0K2026-10-28
InTrack Investment Management Inc
DECREASED1,3511,411-60-4%$265.5K$261.8K-$3.6K2026-10-15
McAdam, LLC
NEW1,346—+1,346——$260.8K—2026-10-21
Redmond Asset Management, LLC
UNCHANGED1,3421,34200%$252.4K$260.0K+$7.6K2026-10-27
Balboa Wealth Partners
UNCHANGED1,3331,33300%$250.7K$258.3K+$7.5K2026-10-20
Ehrlich Financial Group
DECREASED1,3311,418-87-6%$266.7K$257.9K-$8.8K2026-10-20
Embree Financial Group
UNCHANGED1,2901,29000%$242.7K$250.0K+$7.3K2026-10-22
DB&C Advisors, LLC
INCREASED1,2831,281+2+0%$241.0K$248.6K+$7.6K2026-10-26
Benchmark Financial, LLC
DECREASED1,2771,465-188-13%$275.6K$247.4K-$28.1K2026-10-16
WMG Financial Advisors, LLC
UNCHANGED1,2741,27400%$239.6K$239.6K$02026-10-28
Griffin Asset Management, Inc.
UNCHANGED1,2681,26800%$238.5K$245.7K+$7.2K2026-10-22
PKS Advisory Services, LLC
UNCHANGED1,2681,26800%$238.6K$238.6K$02026-10-26
Lakeshore Financial Planning, Inc.
UNCHANGED1,2651,26500%$237.9K$245.1K+$7.2K2026-10-13
PDS Planning, Inc
UNCHANGED1,2611,26100%$237.2K$244.3K+$7.1K2026-11-03
International Assets Investment Management, LLC
UNCHANGED1,2571,25700%$235.5K$244.2K+$8.7K2026-11-02
Cornerstone Wealth Group, LLC
UNCHANGED1,2551,25500%$236.0K$243.1K+$7.1K2026-11-02
Compound Planning, Inc.
INCREASED1,2521,088+164+15%$204.6K$242.5K+$38.0K2026-11-05
Carret Asset Management, LLC
UNCHANGED1,2521,25200%$235.5K$242.6K+$7.1K2026-11-04
Turtle Creek Wealth Advisors, LLC
NEW1,234—+1,234——$239.1K—2026-10-15
Bryn Mawr Trust Advisors, LLC
NEW1,232—+1,232——$238.7K—2026-11-04
Hartmann Taylor Wealth Management, LLC
NEW1,231—+1,231——$238.5K—2026-10-14
Formidable Asset Management, LLC
NEW1,215—+1,215——$228.5K—2026-11-03
Align Financial, LLC
UNCHANGED1,1871,18700%$223.3K$230.0K+$6.7K2026-10-16
CoreCap Advisors, LLC
INCREASED1,1811,005+176+18%$189.0K$228.8K+$39.8K2026-10-08
Finley Financial, LLC
UNCHANGED1,1801,18000%$221.9K$229.1K+$7.2K2026-10-28
Palacios Wealth Management, LLC
UNCHANGED1,1801,18000%$221.9K$228.6K+$6.7K2026-11-04
Sigma Investment Counselors Inc
INCREASED1,1711,160+11+1%$218.1K$226.9K+$8.8K2026-10-27
Graham Capital Wealth Management, LLC
DECREASED1,1611,191-30-3%$224.0K$225.0K+$9712026-10-26
Simon Quick Advisors, LLC
INCREASED1,1581,156+2+0%$217.5K$224.3K+$6.8K2026-10-26
Moss Adams Wealth Advisors LLC
UNCHANGED1,1461,14600%$215.6K$222.0K+$6.5K2026-10-28
Everhart Financial Group, Inc.
UNCHANGED1,1311,13100%$212.7K$219.1K+$6.4K2026-10-08
CGN Advisors LLC
INCREASED1,1141,109+5+0%$208.6K$215.9K+$7.3K2026-10-21
Greenspring Advisors, LLC
DECREASED1,1081,142-34-3%$214.7K$214.6K-$1272026-11-05
Live Oak Investment Partners
UNCHANGED1,1031,10300%$207.5K$213.7K+$6.2K2026-10-23
O'Brien Greene & Co. Inc
UNCHANGED1,1001,10000%$206.9K$213.1K+$6.2K2026-11-05
Ledyard National Bank
NEW1,088—+1,088——$210.8K—2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED1,0861,074+12+1%$202.2K$210.4K+$8.3K2026-11-05
Tableaux LLC
UNCHANGED1,0831,08300%$203.7K$209.8K+$6.1K2026-10-23
Weatherly Asset Management L. P.
DECREASED1,0671,087-20-2%$204.4K$206.7K+$2.3K2026-10-20
Krilogy Financial LLC
NEW1,044—+1,044——$205.7K—2026-10-13
MN Wealth Advisors, LLC
NEW1,040—+1,040——$201.6K—2026-10-23
First Security Investment Management, Inc.
NEW1,039—+1,039——$201.2K—2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED1,030978+52+5%$184.0K$199.6K+$15.6K2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED1,0141,01400%$190.7K$196.5K+$5.7K2026-10-28
Madden Securities Corp
NEW974—+974——$188.7K—2026-10-27
Armstrong Advisory Group, Inc
DECREASED892992-100-10%$186.6K$172.8K-$13.8K2026-10-09
Brown, Lisle Ings, Inc.
INCREASED861533+328+62%$100.3K$166.8K+$66.6K2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED76676600%$144.2K$148.5K+$4.3K2026-11-03
Mather Group, Llc.
INCREASED752394+358+91%$74.1K$145.7K+$71.6K2026-10-14
Independence Bank of Kentucky
UNCHANGED75075000%$141.1K$145.3K+$4.2K2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED69469400%$130.5K$134.5K+$3.9K2026-10-30
Sunrise Financial Services, LLC
DECREASED658705-47-7%$132.6K$127.5K-$5.1K2026-10-21
Parkside Financial Bank & Trust
DECREASED651706-55-8%$132.7K$126.2K-$6.5K2026-10-27
Root Financial Partners, LLC
NEW641—+641——$124.2K—2026-10-21
Concord Wealth Partners
INCREASED608607+1+0%$114.2K$117.8K+$3.6K2026-11-02
Abound Wealth Management
INCREASED572547+25+5%$102.8K$110.7K+$7.9K2026-10-26
Jnba Financial Advisors
UNCHANGED54254200%$101.9K$105.0K+$3.1K2026-11-03
Bokf, NA
UNCHANGED53553500%$100.6K$103.7K+$3.0K2026-10-27
Gamma Investing LLC
INCREASED533289+244+84%$54.4K$103.3K+$48.9K2026-10-08
First United Bank & Trust
UNCHANGED52052000%$97.8K$100.8K+$2.9K2026-10-22
Morton Brown Family Wealth, LLC
UNCHANGED47147100%$88.6K$91.3K+$2.7K2026-10-23
Rydar Equities, Inc.
NEW467—+467——$92.8K—2026-10-13
Tsfg, LLC
DECREASED460832-372-45%$156.0K$89-$155.9K2026-10-23
Archer Investment Corp
INCREASED459176+283+161%$33.1K$89.0K+$55.9K2026-11-05
Fairscale Capital, LLC
UNCHANGED45845800%$86.1K$84.1K-$2.1K2026-11-04
GGM Financial LLC
INCREASED454416+38+9%$78.2K$88.0K+$9.8K2026-11-05
Manchester Capital Management LLC
DECREASED450659-209-32%$124.0K$87.2K-$36.8K2026-10-22
Pacific Center for Financial Services
UNCHANGED44244200%$83.1K$85.6K+$2.5K2026-10-15
Quest 10 Wealth Builders, Inc.
UNCHANGED44044000%$82.8K$85.3K+$2.5K2026-11-02
Financial Consulate, Inc
UNCHANGED43843800%$82.4K$84.9K+$2.5K2026-10-23
Downshift Financial, LLC
UNCHANGED43343300%$81.4K$83.9K+$2.5K2026-10-13
First Horizon Corp
DECREASED431583-152-26%$109.7K$83.5K-$26.2K2026-10-26
Nemes Rush Group LLC
UNCHANGED42842800%$80.5K$82.9K+$2.4K2026-11-04
Roxbury Financial LLC
INCREASED387386+1+0%$72.6K$74.9K+$2.3K2026-10-01
Physician Wealth Advisors, Inc.
INCREASED379319+60+19%$60.0K$73.4K+$13.4K2026-10-20
William Mack & Associates, Inc.
NEW355—+355——$68.8K—2026-10-27
Key Capital Management, Inc
UNCHANGED35535500%$66.8K$68.8K+$2.0K2026-11-03
Gleason Group, Inc.
DECREASED344356-12-3%$67.0K$66.6K-$4162026-10-15
Hoese & Co LLP
UNCHANGED33333300%$62.6K$64.5K+$1.9K2026-10-21
Peachtree Investment Partners, LLC
UNCHANGED30630600%$57.6K$59.3K+$1.7K2026-11-05
Asset Dedication, LLC
DECREASED305306-10%$57.6K$59.1K+$1.5K2026-11-03
DeDora Capital, Inc.
NEW296—+296——$57.4K—2026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED28428400%$53.4K$55.0K+$1.6K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED276228+48+21%$42.9K$53.5K+$10.6K2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED27527500%$51.7K$53.3K+$1.6K2026-10-13
North Point Portfolio Managers Corp
NEW265—+265——$51.3K—2026-10-07
Mogy Joel R Investment Counsel Inc
UNCHANGED25025000%$47.0K$48.4K+$1.4K2026-10-13
Breakwater Investment Management
UNCHANGED24524500%$46.1K$47.5K+$1.4K2026-10-20
Latitude Advisors, LLC
NEW225—+225——$43.6K—2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED21121100%$39.7K$40.9K+$1.2K2026-10-30
Richards, Merrill & Peterson, Inc.
INCREASED207132+75+57%$24.8K$40.1K+$15.3K2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED20520500%$38.6K$39.7K+$1.2K2026-11-03
Hickory Point Bank & Trust
UNCHANGED20020000%$37.6K$38.8K+$1.1K2026-10-01
Evolution Wealth Management Inc.
DECREASED182259-77-30%$48.7K$35.3K-$13.5K2026-10-28
Mechanics Financial Corp
UNCHANGED17917900%$33.7K$34.7K+$1.0K2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED17417400%$32.7K$33.7K+$9852026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED16516500%$31.0K$32.0K+$9342026-10-20
Creative Financial Designs Inc
INCREASED156151+5+3%$28.4K$30.2K+$1.8K2026-11-04
Wilkerson Advisory Group LLC
INCREASED145106+39+37%$20.0K$28.2K+$8.2K2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED14514500%$27.3K$28.1K+$8202026-10-16
Angeles Wealth Management, LLC
UNCHANGED14114100%$26.5K$27.3K+$7982026-10-26
Signature Resources Capital Management, LLC
DECREASED140190-50-26%$35.7K$27.1K-$8.6K2026-10-16
DecisionPoint Financial, LLC
INCREASED13836+102+283%$6.7K$26.8K+$20.1K2026-10-27
Nfsg Corp
UNCHANGED13713700%$25.8K$26.6K+$7972026-10-15
Realta Investment Advisors
DECREASED130160-30-19%$30.1K$25.2K-$4.9K2026-10-14
Arlington Trust Co LLC
DECREASED125250-125-50%$47.0K$24.2K-$22.8K2026-10-20
Next Level Wealth Planning, LLC
NEW120—+120——$23.3K—2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED11211200%$21$22+$12026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED10710700%$20.1K$20.7K+$6062026-10-23
Kingdom Financial Group Llc.
INCREASED10324+79+329%$4.5K$20.0K+$15.4K2026-11-04
Larson Financial Group LLC
INCREASED103101+2+2%$19.0K$20.0K+$9772026-11-05
Decker Retirement Planning Inc.
UNCHANGED10310300%$19.4K$20.0K+$5832026-10-19
Simplex Trading, LLC
DECREASED101894-793-89%$168.2K$19.6K-$148.6K2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED10110100%$19.0K$19.6K+$5712026-10-20
Noble Wealth Management PBC
UNCHANGED10010000%$18.8K$19.4K+$5662026-10-01
GoalVest Advisory LLC
UNCHANGED929200%$17.3K$17.8K+$5212026-10-02
Chapman Financial Group, LLC
UNCHANGED868600%$16.2K$16.7K+$4872026-10-26
Tounjian Advisory Partners, LLC
NEW83—+83——$16.1K—2026-11-04
Hughes Financial Services, LLC
NEW71—+71——$13.4K—2026-10-30
IMG Wealth Management, Inc.
UNCHANGED606000%$11.3K$11.6K+$3402026-10-27
City Holding Co
UNCHANGED606000%$11.3K$11.6K+$3402026-10-19
Pathway Financial Advisers, LLC
NEW50—+50——$9.6K—2026-10-27
EPG Wealth Management LLC
UNCHANGED454500%$8.5K$8.7K+$2552026-11-03
Signature Equity Partners, LLC
NEW44—+44——$8.5K—2026-10-29
Eastern Bank
DECREASED4472-28-39%$13.5K$8.5K-$5.0K2026-10-05
Hazlett, Burt & Watson, Inc.
NEW43—+43——$9—2026-11-04
Prudent Man Investment Management, Inc.
UNCHANGED393900%$6.6K$7.6K+$1.0K2026-11-03
Team Financial Group, LLC
NEW35—+35——$6.8K—2026-10-30
Yankcom Partnership
UNCHANGED353500%$6.6K$6.8K+$1982026-10-15
City State Bank
UNCHANGED303000%$5.6K$5.8K+$1702026-10-20
Godsey & Gibb, Inc
UNCHANGED282800%$5.3K$5.4K+$1582026-10-14
Bullock Wealth Management Group
UNCHANGED282800%$5.2K$5.4K+$1922026-10-09
Cullen T Bankers, Inc.
DECREASED27837-810-97%$157.4K$5.2K-$152.2K2026-10-28
James T. Borello RIA
UNCHANGED262600%$4.9K$5.0K+$1482026-10-16
Rossby Financial, LCC
UNCHANGED262600%$4.9K$5.0K+$1482026-11-05
Activest Wealth Management
UNCHANGED252500%$4.7K$4.8K+$1422026-10-15
Midwest Capital Advisors, LLC
UNCHANGED252500%$4.7K$4.9K+$1492026-11-04
Central Pacific Bank - Trust Division
UNCHANGED222200%$4.1K$4.3K+$1252026-10-06
Laurel Wealth Advisors LLC
NEW16—+16——$3.1K—2026-10-27
Valley National Advisers Inc
UNCHANGED161600%$3.0K$3.1K+$902026-10-23
Triumph Capital Management
UNCHANGED161600%$3.0K$3.1K+$912026-10-14
UMB Private Wealth Management, LLC
NEW15—+15——$2.9K—2026-10-19
Clark Wealth Partners
UNCHANGED151500%$2.8K$2.9K+$852026-10-19
Vaquero Private Wealth, LTD
DECREASED813-5-38%$2.4K$1.6K-$8952026-10-27
Townsend Asset Management Corp
UNCHANGED7700%$1.3K$1.4K+$402026-10-29
Fairway Wealth LLC
NEW5—+5——$969—2026-10-30
Planning Strategies Inc.
NEW5—+5——$969—2026-10-02
Wealth Analytics Partners, LLC
NEW5—+5——$969—2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED1100%$188$194+$62026-10-28
Elevation Capital Advisory, LLC
CLOSED06,719-6,719-100%$1.3M$0-$1.3M2026-10-29
Sterling Capital Management LLC
CLOSED04,061-4,061-100%$763.8K$0-$763.8K2026-10-22
Central Valley Advisors, LLC
CLOSED02,777-2,777-100%$522.4K$0-$522.4K2026-10-27
Pacific Excel Wealth Advisors, Inc.
CLOSED01,785-1,785-100%$335.7K$0-$335.7K2026-10-27
Lee Financial Co
CLOSED01,779-1,779-100%$334.6K$0-$334.6K2026-10-16
Belvedere Trading LLC
CLOSED01,479-1,479-100%$278.2K$0-$278.2K2026-11-05
MKT Advisors LLC
CLOSED01,465-1,465-100%$272.9K$0-$272.9K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,318-1,318-100%$247.9K$0-$247.9K2026-10-14
Evergreen Capital Management LLC
CLOSED01,226-1,226-100%$230.6K$0-$230.6K2026-10-23
Walkner Condon Financial Advisors LLC
CLOSED01,218-1,218-100%$229.1K$0-$229.1K2026-11-02
BIP Wealth, LLC
CLOSED01,177-1,177-100%$221.3K$0-$221.3K2026-10-22
Petredis Investment Advisors LLC
CLOSED01,159-1,159-100%$218.1K$0-$218.1K2026-10-20
BLB&B Advisors, LLC
CLOSED01,139-1,139-100%$214.2K$0-$214.2K2026-10-27
Cornerstone Planning Group LLC
CLOSED0463-463-100%$86.1K$0-$86.1K2026-10-16
AdvisorNet Financial, Inc
CLOSED0390-390-100%$73.4K$0-$73.4K2026-10-15
Register Financial Advisors LLC
CLOSED0280-280-100%$52.7K$0-$52.7K2026-10-23
Robinswood Financial LLC
CLOSED0274-274-100%$51.7K$0-$51.7K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED0265-265-100%$49.8K$0-$49.8K2026-10-26
Go Invest LLC
CLOSED0161-161-100%$30.3K$0-$30.3K2026-10-09
Vima LLC
CLOSED093-93-100%$17.5K$0-$17.5K2026-10-23
Tucker Asset Management LLC
CLOSED087-87-100%$16.4K$0-$16.4K2026-10-29
Brooklyn FI, LLC
CLOSED070-70-100%$13.0K$0-$13.0K2026-11-05
Harbor Investment Advisory, LLC
CLOSED055-55-100%$10.3K$0-$10.3K2026-10-13
MJT & Associates Financial Advisory Group, Inc.
CLOSED051-51-100%$9.6K$0-$9.6K2026-10-07
Gill Capital Partners, LLC
CLOSED045-45-100%$8.5K$0-$8.5K2026-10-13
Farmers & Merchants Investments Inc
CLOSED020-20-100%$3.8K$0-$3.8K2026-10-22
Bank of America Corp
N/A—53,516,596-53,516,596-100%$10.1B———
Morgan Stanley
N/A—14,645,320-14,645,320-100%$2.8B———
LPL Financial LLC
N/A—14,626,998-14,626,998-100%$2.8B———
Jones Financial Companies Lllp
N/A—6,829,303-6,829,303-100%$1.2B———
Envestnet Asset Management Inc
N/A—3,166,362-3,166,362-100%$595.5M———
Merit Financial Group, LLC
N/A—2,092,449-2,092,449-100%$393.6M———
JPMorgan Chase & Co
N/A—1,533,948-1,533,948-100%$284.7M———
Raymond James Financial Inc
N/A—1,476,303-1,476,303-100%$277.7M———
HighTower Advisors, LLC
N/A—1,465,956-1,465,956-100%$275.7M———
UBS Group AG
N/A—1,307,346-1,307,346-100%$245.9M———
Natixis Advisors, LLC
N/A—1,249,539-1,249,539-100%$235.0M———
Royal Bank of Canada
N/A—1,247,059-1,247,059-100%$234.6M———
PNC Financial Services Group, Inc.
N/A—1,221,245-1,221,245-100%$229.7M———
Wells Fargo & Company
N/A—1,128,013-1,128,013-100%$212.2M———
Benjamin Edwards Inc
N/A—825,427-825,427-100%$155.3M———
FMR LLC
N/A—697,287-697,287-100%$131.2M———
Cetera Investment Advisers
N/A—657,270-657,270-100%$123.6M———
Blair William & Co
N/A—501,346-501,346-100%$94.3M———
SHP Wealth Management
N/A—500,298-500,298-100%$94.1M———
Ameriprise Financial Inc
N/A—480,739-480,739-100%$90.4M———
Osaic Holdings, Inc.
N/A—420,115-420,115-100%$79.1M———
Allworth Financial LP
N/A—415,167-415,167-100%$78.1M———
Madison Wealth Partners, Inc
N/A—409,922-409,922-100%$77.1M———
Legacy Financial Group LLC
N/A—372,777-372,777-100%$70.1M———
Kintra Wealth, LLC
N/A—365,112-365,112-100%$71.2M———
Howe & Rusling Inc
N/A—339,855-339,855-100%$63.9M———
Tanglewood Legacy Advisors, LLC
N/A—335,931-335,931-100%$63.2M———
Curi Capital, LLC
N/A—332,072-332,072-100%$62.5M———
Bleakley Financial Group, LLC
N/A—267,472-267,472-100%$50.3M———
Equitable Holdings, Inc.
N/A—265,006-265,006-100%$49.8M———
Northwestern Mutual Wealth Management Co
N/A—260,289-260,289-100%$49.0M———
Gotham Asset Management, LLC
N/A—243,786-243,786-100%$45.9M———
Aurdan Capital Management, LLC
N/A—243,754-243,754-100%$45.8M———
Principal Securities, Inc.
N/A—231,839-231,839-100%$43.6M———
Hilltop Wealth Advisors, LLC
N/A—228,398-228,398-100%$43.0M———
Alliancebernstein L.P.
N/A—226,543-226,543-100%$35.1M———
Private Advisor Group, LLC
N/A—216,562-216,562-100%$40.7M———
Westwood Holdings Group Inc
N/A—214,791-214,791-100%$40.4M———
SCS Capital Management LLC
N/A—204,044-204,044-100%$38.4M———
United Capital Financial Advisors, LLC
N/A—202,069-202,069-100%$38.1M———
Janney Montgomery Scott LLC
N/A—198,097-198,097-100%$37.3M———
Rockefeller Capital Management L.P.
N/A—192,183-192,183-100%$36.1M———
Atlantic Union Bankshares Corp
N/A—187,866-187,866-100%$35.3M———
Valmark Advisers, Inc.
N/A—179,657-179,657-100%$33.8M———
Focus Partners Wealth
N/A—179,638-179,638-100%$33.8M———
ForthRight Wealth Management, LLC
N/A—171,918-171,918-100%$32.3M———
MML Investors Services, LLC
N/A—166,331-166,331-100%$31.3M———
Sanctuary Advisors, LLC
N/A—163,131-163,131-100%$30.7M———
NorthStar Asset Management LLC
N/A—161,629-161,629-100%$30.4M———
Madison Asset Management, LLC
N/A—151,348-151,348-100%$28.5M———
Goldstone Financial Group, LLC
N/A—147,931-147,931-100%$27.8M———
Allianz Asset Management GmbH
N/A—145,904-145,904-100%$27.4M———
Stifel Financial Corp
N/A—138,172-138,172-100%$26.0M———
Goldman Sachs Group Inc
N/A—137,906-137,906-100%$25.9M———
Strategies Wealth Advisors, LLC
N/A—134,539-134,539-100%$25.3M———
Integrated Wealth Concepts LLC
N/A—132,670-132,670-100%$25.0M———
Horizon Investments, LLC
N/A—122,134-122,134-100%$23.0M———
RWA Wealth Partners, LLC
N/A—119,223-119,223-100%$22.4M———
Birchcreek Wealth Management, LLC
N/A—118,414-118,414-100%$22.3M———
Petix & Botte Co
N/A—104,982-104,982-100%$19.7M———
Richard W. Paul & Associates, LLC
N/A—100,700-100,700-100%$18.9M———
BlackRock, Inc.
N/A—95,525-95,525-100%$18.0M———
Main Street Financial Solutions, LLC
N/A—90,838-90,838-100%$17.1M———
Captrust Financial Advisors
N/A—90,059-90,059-100%$16.9M———
IHT Wealth Management, LLC
N/A—82,368-82,368-100%$15.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—81,361-81,361-100%$15.3M———
Fifth Third Bancorp
N/A—80,376-80,376-100%$15.1M———
Gallagher Fiduciary Advisors, LLC
N/A—77,899-77,899-100%$14.7M———
Stratos Wealth Partners, Ltd.
N/A—77,885-77,885-100%$14.6M———
Northern Trust Corp
N/A—76,340-76,340-100%$14.4M———
IFG Advisory, LLC
N/A—75,859-75,859-100%$14.3M———
Brio Consultants, LLC
N/A—75,494-75,494-100%$14.2M———
Macro Advisors, Inc.
N/A—74,910-74,910-100%$14.1M———
Cresset Asset Management, LLC
N/A—72,807-72,807-100%$13.7M———
Seven Springs Wealth Group, LLC
N/A—72,304-72,304-100%$13.6M———
OneDigital Investment Advisors LLC
N/A—72,221-72,221-100%$13.6M———
&partners
N/A—70,807-70,807-100%$13.3M———
Savant Capital, LLC
N/A—66,492-66,492-100%$12.5M———
Arkadios Wealth Advisors
N/A—62,845-62,845-100%$11.8M———
Baird Financial Group, Inc.
N/A—61,937-61,937-100%$11.6M———
Quent Capital, LLC
N/A—60,599-60,599-100%$11.4M———
Johnson Financial Group, Inc.
N/A—59,541-59,541-100%$11.2M———
Beacon Pointe Advisors, LLC
N/A—56,955-56,955-100%$10.7M———
AQR Capital Management LLC
N/A—50,635-50,635-100%$9.5M———
Bawa N Mallick Trust
N/A—50,254-50,254-100%$9.5M———
Banque Transatlantique SA
N/A—50,120-50,120-100%$9.4M———
NewEdge Advisors, LLC
N/A—48,940-48,940-100%$9.2M———
Mariner, LLC
N/A—48,727-48,727-100%$9.2M———
Great Valley Advisor Group, Inc.
N/A—43,839-43,839-100%$8.2M———
Thoroughbred Financial Services, LLC
N/A—43,641-43,641-100%$8.2M———
HRT Financial LP
N/A—42,000-42,000-100%$7.9M———
Vident Advisory, LLC
N/A—41,982-41,982-100%$7.9M———
Advisory Services Network, LLC
N/A—40,404-40,404-100%$7.6M———
Global Retirement Partners, LLC
N/A—37,781-37,781-100%$7.1M———
Cornerstone Advisory, LLC
N/A—36,272-36,272-100%$6.8M———
Deutsche Bank Ag\
N/A—33,933-33,933-100%$6.4M———
Coldstream Capital Management Inc
N/A—33,601-33,601-100%$6.3M———
Bank of Montreal
N/A—33,441-33,441-100%$6.3M———
Essex Financial Services, Inc.
N/A—30,663-30,663-100%$5.8M———
Windward Private Wealth Management Inc.
N/A—30,403-30,403-100%$5.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—29,420-29,420-100%$5.5M———
Quantinno Capital Management LP
N/A—29,023-29,023-100%$5.5M———
WealthShield Partners, LLC
N/A—28,938-28,938-100%$5.4M———
Knightsbridge Asset Management, LLC
N/A—28,730-28,730-100%$5.4M———
Charles Schwab Investment Management Inc
N/A—28,608-28,608-100%$5.4M———
Stonebridge Financial Planning Group, LLC
N/A—28,156-28,156-100%$5.3M———
JMG Financial Group, Ltd.
N/A—27,811-27,811-100%$5.2M———
Greenline Partners, LLC
N/A—27,574-27,574-100%$5.2M———
CIBC Bancorp USA Inc.
N/A—27,171-27,171-100%$4.9M———
MAI Capital Management
N/A—27,123-27,123-100%$5.1M———
Transcend Capital Advisors, LLC
N/A—26,910-26,910-100%$5.1M———
M&T Bank Corp
N/A—26,820-26,820-100%$5.0M———
Susquehanna International Group, LLP
N/A—26,177-26,177-100%$4.9M———
Kingsview Wealth Management, LLC
N/A—25,818-25,818-100%$4.9M———
Mercer Global Advisors Inc
N/A—25,004-25,004-100%$4.7M———
Clearstead Advisors, LLC
N/A—24,474-24,474-100%$4.6M———
Central Trust Co
N/A—22,583-22,583-100%$4.2M———
Western Wealth Management, LLC
N/A—22,519-22,519-100%$4.2M———
Steward Partners Investment Advisory, LLC
N/A—22,154-22,154-100%$4.2M———
IEQ Capital, LLC
N/A—21,976-21,976-100%$4.1M———
Van Diest Capital, LLC
N/A—21,804-21,804-100%$4.1M———
EP Wealth Advisors, LLC
N/A—21,686-21,686-100%$4.1M———
Orion Porfolio Solutions, LLC
N/A—20,934-20,934-100%$3.9M———
Caprock Group, LLC
N/A—20,633-20,633-100%$3.9M———
Ameritas Advisory Services, LLC
N/A—19,833-19,833-100%$3.7M———
Sovereign Financial Group, Inc.
N/A—19,353-19,353-100%$3.6M———
Jane Street Group, LLC
N/A—18,910-18,910-100%$3.6M———
Harbour Investments, Inc.
N/A—18,803-18,803-100%$3.5M———
Rasp Wealth Solutions, LLC
N/A—18,787-18,787-100%$3.5M———
Seeds Investor LLC
N/A—18,731-18,731-100%$3.5M———
Stokes Family Office, LLC
N/A—18,410-18,410-100%$3.5M———
HighPoint Advisor Group LLC
N/A—17,664-17,664-100%$3.3M———
Citadel Advisors LLC
N/A—17,198-17,198-100%$3.2M———
Nicolet Bankshares Inc
N/A—17,015-17,015-100%$3.2M———
Cahill Financial Advisors Inc
N/A—16,512-16,512-100%$3.1M———
UBS Asset Management Americas LLC
N/A—16,405-16,405-100%$3.1M———
Hollencrest Capital Management
N/A—15,679-15,679-100%$2.9M———
Arax Advisory Partners
N/A—15,532-15,532-100%$2.9M———
Vestmark Advisory Solutions, Inc.
N/A—15,436-15,436-100%$2.9M———
Biondo Investment Advisors, LLC
N/A—14,952-14,952-100%$2.8M———
Planning Directions Inc
N/A—14,559-14,559-100%$2.7M———
NewEdge Wealth, LLC
N/A—13,793-13,793-100%$2.6M———
Topel & Distasi Wealth Management, LLC
N/A—13,625-13,625-100%$2.6M———
Cerity Partners LLC
N/A—12,429-12,429-100%$2.3M———
Summit Financial, LLC
N/A—12,261-12,261-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—12,015-12,015-100%$2.3M———
XTX Topco Ltd
N/A—11,937-11,937-100%$2.2M———
Liberty One Investment Management, LLC
N/A—11,609-11,609-100%$2.2M———
Sequoia Financial Advisors, LLC
N/A—11,430-11,430-100%$2.1M———
Perennial Investment Advisors, LLC
N/A—11,388-11,388-100%$2.1M———
Inspire Advisors, LLC
N/A—11,166-11,166-100%$2.1M———
Glenmede Trust Co NA
N/A—10,815-10,815-100%$2.0M———
Moneta Group Investment Advisors LLC
N/A—10,621-10,621-100%$2.0M———
CIM, LLC
N/A—10,063-10,063-100%$1.9M———
Darden Wealth Group Inc
N/A—10,046-10,046-100%$1.9M———
Waverly Advisors, LLC
N/A—9,880-9,880-100%$1.9M———
Becker Capital Management Inc
N/A—9,807-9,807-100%$1.8M———
Morris Financial Concepts, Inc.
N/A—9,788-9,788-100%$1.8M———
Satovsky Asset Management LLC
N/A—9,470-9,470-100%$1.8M———
Commerce Bank
N/A—9,391-9,391-100%$1.8M———
Franklin Resources Inc
N/A—8,843-8,843-100%$1.7M———
Keystone Financial Group
N/A—8,739-8,739-100%$1.6M———
Zions Bancorporation, National Association
N/A—8,320-8,320-100%$1.6M———
Ritholtz Wealth Management
N/A—8,175-8,175-100%$1.5M———
Mitchell Mcleod Pugh & Williams Inc
N/A—8,005-8,005-100%$1.5M———
Summit Wealth Partners, LLC
N/A—7,938-7,938-100%$1.5M———
Bessemer Group Inc
N/A—7,876-7,876-100%$1.5M———
Park Place Capital Corp
N/A—7,722-7,722-100%$1.5M———
Foundations Investment Advisors, LLC
N/A—7,547-7,547-100%$1.4M———
Savvy Advisors, Inc.
N/A—7,233-7,233-100%$1.4M———
PFG Investments, LLC
N/A—7,038-7,038-100%$1.3M———
Prosperity Consulting Group, LLC
N/A—6,983-6,983-100%$1.3M———
Graney & King, LLC
N/A—6,968-6,968-100%$1.3M———
Eldridge Investment Advisors, Inc.
N/A—6,845-6,845-100%$1.3M———
AE Wealth Management LLC
N/A—6,760-6,760-100%$1.3M———
Magnolia Capital Advisors LLC
N/A—6,653-6,653-100%$1.3M———
Pgim Custom Harvest LLC
N/A—6,649-6,649-100%$1.3M———
Vanguard Personalized Indexing Management, LLC
N/A—6,606-6,606-100%$1.2M———
Gladstone Institutional Advisory LLC
N/A—6,578-6,578-100%$1.2M———
Pathstone Holdings, LLC
N/A—6,531-6,531-100%$1.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—6,507-6,507-100%$1.2M———
IMA Advisory Services, Inc.
N/A—6,505-6,505-100%$1.2M———
Van Hulzen Asset Management, LLC
N/A—6,287-6,287-100%$1.2M———
Leavell Investment Management, Inc.
N/A—5,798-5,798-100%$1.1M———
Axis Wealth Partners, LLC
N/A—5,717-5,717-100%$1.1M———
Wescott Financial Advisory Group, LLC
N/A—5,635-5,635-100%$1.1M———
Geneos Wealth Management Inc.
N/A—5,585-5,585-100%$1.1M———
Baltimore-Washington Financial Advisors, Inc.
N/A—5,525-5,525-100%$1.0M———
Whalerock Point Partners, LLC
N/A—5,509-5,509-100%$1.0M———
Asset Management Group, Inc.
N/A—5,439-5,439-100%$1.0M———
Mutual Advisors, LLC
N/A—5,382-5,382-100%$1.0M———
Bedel Financial Consulting, Inc.
N/A—5,379-5,379-100%$1.0M———
Moment Partners, LLC
N/A—5,373-5,373-100%$1.0M———
Millennium Management LLC
N/A—5,348-5,348-100%$1.0M———
Colonial Trust Co / SC
N/A—5,346-5,346-100%$1.0M———
Twin Focus Capital Partners, LLC
N/A—5,331-5,331-100%$1.0M———
Consilio Wealth Advisors, LLC
N/A—5,327-5,327-100%$1.0M———
Calton & Associates, Inc.
N/A—5,327-5,327-100%$1.0M———
Betterment LLC
N/A—5,093-5,093-100%$958.0K———
Millington Financial Advisors, LLC
N/A—5,035-5,035-100%$925.1K———
Snowden Capital Advisors LLC
N/A—4,994-4,994-100%$939.2K———
Huntington National Bank
N/A—4,907-4,907-100%$923.0K———
Bearing Point Capital, LLC
N/A—4,900-4,900-100%$921.6K———
Rehmann Capital Advisory Group
N/A—4,898-4,898-100%$921.3K———
Tudor Investment Corp ET AL
N/A—4,845-4,845-100%$911.3K———
SouthState Bank Corp
N/A—4,837-4,837-100%$909.8K———
Whittier Trust Co
N/A—4,802-4,802-100%$900.8K———
Legacy Financial Advisors, Inc.
N/A—4,756-4,756-100%$894.6K———
Octavia Wealth Advisors, LLC
N/A—4,671-4,671-100%$878.5K———
Empirical Asset Management, LLC
N/A—4,662-4,662-100%$876.9K———
MidFirst Bank
N/A—4,636-4,636-100%$872.0K———
Vanguard Advisers Inc
N/A—4,577-4,577-100%$860.8K———
GWN Securities Inc.
N/A—4,445-4,445-100%$836.0K———
Stratos Wealth Advisors, LLC
N/A—4,432-4,432-100%$833.7K———
Sage Financial Management Group, Inc.
N/A—4,404-4,404-100%$828.3K———
Clark Capital Management Group, Inc.
N/A—4,337-4,337-100%$815.7K———
Fourth Dimension Wealth, LLC
N/A—4,273-4,273-100%$803.6K———
Empower Advisory Group, LLC
N/A—4,265-4,265-100%$802.2K———
Godshalk Welsh Capital Management, Inc.
N/A—4,215-4,215-100%$792.8K———
Libra Wealth LLC
N/A—4,133-4,133-100%$777.4K———
Elm Partners Management LLC
N/A—4,100-4,100-100%$771.1K———
Three Bridge Wealth Advisors, LLC
N/A—4,095-4,095-100%$770.2K———
Focus Partners Advisor Solutions, LLC
N/A—4,086-4,086-100%$768.6K———
Waterloo Capital, L.P.
N/A—4,023-4,023-100%$756.6K———
Retirement Income Solutions, Inc
N/A—4,000-4,000-100%$620.4K———
Meridian Wealth Advisors, LLC
N/A—4,000-4,000-100%$752.4K———
AlTi Global, Inc.
N/A—3,971-3,971-100%$746.9K———
FourThought Financial Partners, LLC
N/A—3,938-3,938-100%$740.7K———
One Charles Private Wealth Services, LLC
N/A—3,936-3,936-100%$740.3K———
Kovack Advisors, Inc.
N/A—3,882-3,882-100%$729.4K———
Financial Engines Advisors L.L.C.
N/A—3,771-3,771-100%$709.3K———
PMG Wealth Management, Inc.
N/A—3,696-3,696-100%$695.1K———
Summitpoint Capital Management
N/A—3,636-3,636-100%$683.8K———
Fielder Capital Group LLC
N/A—3,573-3,573-100%$672.0K———
Smartleaf Asset Management LLC
N/A—3,571-3,571-100%$662.8K———
QRG Capital Management, Inc.
N/A—3,548-3,548-100%$667.3K———
Advisors Capital Management, LLC
N/A—3,423-3,423-100%$644.0K———
Cary Street Partners Financial LLC
N/A—3,375-3,375-100%$634.8K———
Adapt Wealth Advisors, LLC
N/A—3,318-3,318-100%$624.1K———
Collier Financial
N/A—3,209-3,209-100%$603.6K———
Anchor Investment Management, LLC
N/A—3,203-3,203-100%$602.5K———
Dorsey & Whitney Trust Co LLC
N/A—3,200-3,200-100%$601.9K———
Potentia Wealth
N/A—3,137-3,137-100%$590.0K———
Wealthspire Retirement, LLC
N/A—3,114-3,114-100%$585.7K———
Wealthquest Corp
N/A—3,087-3,087-100%$580.6K———
ST Germain D J Co Inc
N/A—3,055-3,055-100%$574.6K———
Neuberger Berman Group LLC
N/A—3,031-3,031-100%$570.1K———
Twin Peaks Wealth Advisors, LLC
N/A—3,016-3,016-100%$567.3K———
Maridea Wealth Management LLC
N/A—2,917-2,917-100%$548.6K———
Brown Brothers Harriman & Co
N/A—2,847-2,847-100%$535.5K———
Nomura Asset Management Co LTD
N/A—2,838-2,838-100%$533.8K———
Clearbridge Investments, LLC
N/A—2,795-2,795-100%$525.7K———
Ancora Advisors LLCA
N/A—2,744-2,744-100%$516.1K———
Wealthspire Advisors, LLC
N/A—2,716-2,716-100%$510.9K———
Silvercrest Asset Management Group LLC
N/A—2,710-2,710-100%$509.7K———
Westmount Partners, LLC
N/A—2,696-2,696-100%$507.1K———
Founders Financial Alliance, LLC
N/A—2,665-2,665-100%$501.2K———
Pallas Capital Advisors LLC
N/A—2,661-2,661-100%$500.4K———
American Trust
N/A—2,658-2,658-100%$500.0K———
Insigneo Advisory Services, LLC
N/A—2,647-2,647-100%$497.9K———
Fidelis Capital Partners, LLC
N/A—2,630-2,630-100%$494.7K———
Tower Research Capital LLC (TRC)
N/A—2,620-2,620-100%$492.8K———
Laird Norton Wetherby Trust Company, LLC
N/A—2,600-2,600-100%$489.0K———
Composition Wealth, LLC
N/A—2,592-2,592-100%$487.5K———
OneAscent Financial Services LLC
N/A—2,546-2,546-100%$478.9K———
Chevy Chase Trust Holdings, LLC
N/A—2,511-2,511-100%$472.3K———
Headinvest, LLC
N/A—2,455-2,455-100%$461.8K———
AFT, Forsyth & Company, Inc.
N/A—2,412-2,412-100%$453.7K———
Alesco Advisors, LLC, An ESL Co
N/A—2,400-2,400-100%$451.4K———
Peak Planning Group, LLC
N/A—2,396-2,396-100%$450.7K———
WealthCare Investment Partners, LLC
N/A—2,373-2,373-100%$446.2K———
First Trust Advisors LP
N/A—2,373-2,373-100%$446.3K———
First American Trust, FSB
N/A—2,370-2,370-100%$445.8K———
Ellevest, Inc.
N/A—2,359-2,359-100%$443.7K———
Joel Isaacson & Co., LLC
N/A—2,345-2,345-100%$441.1K———
Nwam LLC
N/A—2,342-2,342-100%$440.6K———
Beacon Harbor Wealth Advisors, Inc.
N/A—2,314-2,314-100%$427.7K———
Palogic Value Management, L.P.
N/A—2,301-2,301-100%$432.8K———
Wealth Alliance, LLC
N/A—2,268-2,268-100%$426.5K———
Brown Advisory Inc
N/A—2,253-2,253-100%$423.8K———
Providence Financial Advisors, LLC
N/A—2,200-2,200-100%$413.8K———
Seascape Capital Management
N/A—2,165-2,165-100%$407.0K———
M1 Capital Management LLC
N/A—2,139-2,139-100%$402.4K———
Continuum Advisory, LLC
N/A—2,124-2,124-100%$399.5K———
J Hagan Capital, Inc.
N/A—2,108-2,108-100%$396.5K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—2,070-2,070-100%$389.3K———
Capital Analysts, LLC
N/A—2,054-2,054-100%$387.0K———
Crux Wealth Advisors
N/A—2,024-2,024-100%$380.7K———
VSM Wealth Advisory, LLC
N/A—2,004-2,004-100%$377.0K———
Atlanta Consulting Group Advisors, LLC
N/A—1,996-1,996-100%$375.4K———
Johnson Investment Counsel Inc
N/A—1,956-1,956-100%$367.9K———
Collaborative Wealth Managment Inc.
N/A—1,941-1,941-100%$365.1K———
Nikulski Financial, Inc.
N/A—1,905-1,905-100%$358.3K———
Legacy Edge Advisors, LLC
N/A—1,883-1,883-100%$354.2K———
JMN Financial LLC
N/A—1,834-1,834-100%$345.0K———
Cvfg LLC
N/A—1,814-1,814-100%$341.2K———
Tidemark, LLC
N/A—1,802-1,802-100%$338.9K———
Marble Harbor Investment Counsel, LLC
N/A—1,800-1,800-100%$338.6K———
D. E. Shaw & Co., Inc.
N/A—1,786-1,786-100%$335.9K———
Storgate, LLC
N/A—1,771-1,771-100%$333.1K———
Fiduciary Financial Advisors
N/A—1,747-1,747-100%$326.9K———
Meeder Advisory Services, Inc.
N/A—1,741-1,741-100%$327.5K———
Modern Wealth Management, LLC
N/A—1,736-1,736-100%$326.4K———
GTS Securities LLC
N/A—1,733-1,733-100%$326.0K———
Range Advisory, LLC
N/A—1,696-1,696-100%$318.9K———
Stonebrook Private Inc.
N/A—1,687-1,687-100%$317.3K———
Aptus Capital Advisors, LLC
N/A—1,677-1,677-100%$315.4K———
Forefront Wealth Partners, LLC
N/A—1,653-1,653-100%$310.9K———
Spwm Advisors LLC
N/A—1,652-1,652-100%$303.6K———
First National Bank of Hutchinson
N/A—1,640-1,640-100%$308.5K———
Pinnacle Financial Partners, Inc.
N/A—1,623-1,623-100%$305.3K———
Kelman-Lazarov, Inc.
N/A—1,601-1,601-100%$301.2K———
MainStreet Investment Advisors LLC
N/A—1,600-1,600-100%$300.9K———
Bank OZK
N/A—1,582-1,582-100%$297.6K———
Coastal Bridge Advisors, LLC
N/A—1,563-1,563-100%$294.0K———
Regal Investment Advisors LLC
N/A—1,562-1,562-100%$293.8K———
Strategic Wealth Partners, Ltd.
N/A—1,545-1,545-100%$290.7K———
Peak Retirement Planning, Inc.
N/A—1,540-1,540-100%$289.6K———
Summit Trail Advisors, LLC
N/A—1,533-1,533-100%$288.3K———
CreativeOne Wealth, LLC
N/A—1,531-1,531-100%$287.9K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,528-1,528-100%$287.4K———
Falcon Wealth Planning
N/A—1,517-1,517-100%$285.3K———
Proficio Capital Partners LLC
N/A—1,514-1,514-100%$284.8K———
Godfrey Financial Associates, Inc.
N/A—1,512-1,512-100%$284.4K———
King Luther Capital Management Corp
N/A—1,500-1,500-100%$282.1K———
49 Wealth Management, LLC
N/A—1,493-1,493-100%$280.9K———
Alongside, LLC
N/A—1,493-1,493-100%$280.9K———
Invst, LLC
N/A—1,472-1,472-100%$276.9K———
Pure Financial Advisors, LLC
N/A—1,441-1,441-100%$271.1K———
Tortoise Investment Management, LLC
N/A—1,438-1,438-100%$270.5K———
Main Street Research LLC
N/A—1,435-1,435-100%$269.9K———
Basecamp Wealth Advisors LLC
N/A—1,432-1,432-100%$269.4K———
SageView Advisory Group, LLC
N/A—1,431-1,431-100%$269.1K———
Nuveen, LLC
N/A—1,419-1,419-100%$266.9K———
Ballast Advisors LLC
N/A—1,394-1,394-100%$262.2K———
Performance Wealth Partners, LLC
N/A—1,389-1,389-100%$261.3K———
Fisher Asset Management, LLC
N/A—1,368-1,368-100%$257.3K———
Centaurus Financial, Inc.
N/A—1,367-1,367-100%$257.0K———
Zacks Investment Management
N/A—1,352-1,352-100%$254.3K———
Cornerstone Financial Management LLC
N/A—1,350-1,350-100%$253.9K———
Hancock Whitney Corp
N/A—1,341-1,341-100%$252.2K———
Investment Advisory Group, LLC
N/A—1,338-1,338-100%$251.7K———
Abound Financial, LLC
N/A—1,327-1,327-100%$249.6K———
Fiduciary Trust Co
N/A—1,307-1,307-100%$245.8K———
Joule Financial, LLC
N/A—1,301-1,301-100%$244.7K———
Two Sigma Investments, LP
N/A—1,300-1,300-100%$244.5K———
Invesco Ltd.
N/A—1,290-1,290-100%$242.6K———
Vigil Wealth Management, LLC
N/A—1,275-1,275-100%$239.8K———
NorthRock Partners, LLC
N/A—1,244-1,244-100%$234.0K———
BOK Financial Private Wealth, Inc.
N/A—1,241-1,241-100%$233.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,218-1,218-100%$229.1K———
Pasadena Private Wealth, LLC
N/A—1,200-1,200-100%$225.7K———
Zhang Financial LLC
N/A—1,200-1,200-100%$225.7K———
Cofg Advisors, LLC
N/A—1,195-1,195-100%$224.8K———
Cannon Wealth Management Services, LLC
N/A—1,192-1,192-100%$224.2K———
Freestone Capital Holdings, LLC
N/A—1,183-1,183-100%$222.5K———
Resurgent Financial Advisors LLC
N/A—1,175-1,175-100%$221.0K———
Jacobi Capital Management LLC
N/A—1,164-1,164-100%$219.0K———
Kiley Juergens Wealth Management, LLC
N/A—1,151-1,151-100%$216.5K———
Everstar Asset Management, LLC
N/A—1,138-1,138-100%$214.0K———
Evernest Financial Advisors, LLC
N/A—1,133-1,133-100%$213.1K———
Beckerman Institutional, LLC
N/A—1,130-1,130-100%$212.5K———
Alteri Wealth LLC
N/A—1,129-1,129-100%$212.4K———
Paradiem, LLC
N/A—1,105-1,105-100%$207.8K———
Sachetta, LLC
N/A—1,041-1,041-100%$195.9K———
Operose Advisors LLC
N/A—1,039-1,039-100%$195.3K———
Dunhill Financial, LLC
N/A—1,008-1,008-100%$189.6K———
Bartlett & Co. Wealth Management LLC
N/A—985-985-100%$185.3K———
Russell Investments Group, Ltd.
N/A—968-968-100%$182.0K———
Hantz Financial Services, Inc.
N/A—875-875-100%$165.0K———
PlanVest Financial, Inc
N/A—865-865-100%$162.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—845-845-100%$158.9K———
Vision Retirement, LLC
N/A—842-842-100%$158.4K———
Bellevue Asset Management, LLC
N/A—822-822-100%$154.6K———
Family Manage LLC
N/A—803-803-100%$151.0K———
Whittier Trust Co of Nevada Inc
N/A—749-749-100%$139.5K———
Keating Financial Advisory Services, Inc.
N/A—711-711-100%$133.8K———
Bank of the Bluegrass & Trust Co.
N/A—708-708-100%$137.2K———
Synergy Investment Management, LLC
N/A—695-695-100%$130.7K———
Glen Eagle Advisors, LLC
N/A—636-636-100%$119.6K———
Tiaa Wealth Investment Management LLC
N/A—602-602-100%$111.7K———
HHM Wealth Advisors, LLC
N/A—558-558-100%$105.0K———
BFC Planning, Inc.
N/A—531-531-100%$99.9K———
Longview Financial Advisors LLC
N/A—515-515-100%$96.9K———
Allied Private Wealth LLC
N/A—442-442-100%$82.3K———
FAS Wealth Partners, Inc.
N/A—440-440-100%$82.8K———
Silver OAK Securities, Incorporated
N/A—425-425-100%$79.9K———
Providence Capital Advisors, LLC
N/A—415-415-100%$78.1K———
Matrix Private Capital Group LLC
N/A—406-406-100%$76.4K———
Winch Advisory Services, LLC
N/A—384-384-100%$72.2K———
1 North Wealth Services LLC
N/A—375-375-100%$70.5K———
LRI Investments, LLC
N/A—351-351-100%$66.0K———
Game Plan Financial Advisors, LLC
N/A—310-310-100%$58.3K———
Bogart Wealth, LLC
N/A—278-278-100%$52.3K———
National Bank of Canada
N/A—250-250-100%$47.0K———
Strive Financial Group,LLC
N/A—239-239-100%$45.0K———
Napier Financial, LLC
N/A—181-181-100%$34.1K———
Meramec Financial Planners, LLC
N/A—176-176-100%$31.9K———
IAG Wealth Partners, LLC
N/A—169-169-100%$31.8K———
Financial Life Planners
N/A—166-166-100%$31.2K———
Imprint Wealth LLC
N/A—149-149-100%$28.0K———
TD Capital Management LLC
N/A—145-145-100%$27.2K———
Crews Bank & Trust
N/A—144-144-100%$27.1K———
Motco
N/A—144-144-100%$27.1K———
New Republic Capital, LLC
N/A—140-140-100%$26.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—130-130-100%$24.5K———
Institute for Wealth Management, Llc.
N/A—120-120-100%$22.6K———
Millstone Evans Group, LLC
N/A—117-117-100%$22.0K———
Top Private Wealth Llc.
N/A—106-106-100%$19.9K———
Front Row Advisors LLC
N/A—90-90-100%$17.4K———
Beaird Harris Wealth Management, LLC
N/A—84-84-100%$15.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—77-77-100%$14.5K———
Addison Advisors LLC
N/A—75-75-100%$14.1K———
Integrity Financial Corp
N/A—70-70-100%$13.2K———
N.E.W. Advisory Services LLC
N/A—67-67-100%$12.6K———
Transamerica Financial Advisors, LLC
N/A—60-60-100%$11.3K———
Oxford Financial Group, Ltd. LLC
N/A—40-40-100%$7.5K———
FWL Investment Management, LLC
N/A—36-36-100%$6.8K———
Delos Wealth Advisors, LLC
N/A—29-29-100%$5.5K———
Glassman Wealth Services
N/A—20-20-100%$3.8K———
Private Wealth Asset Management, LLC
N/A—18-18-100%$3.4K———
Colonial Trust Advisors
N/A—17-17-100%$3.2K———
Bernard Wealth Management Corp.
N/A—12-12-100%$2.3K———
HighMark Wealth Management LLC
N/A—11-11-100%$2.1K———
Copia Wealth Management
N/A—8-8-100%$1.5K———
Kilter Group LLC
N/A—7-7-100%$1.4K———
Delta Asset Management LLC
N/A—5-5-100%$972———
Anchor Bay Capital, Inc.
N/A—4-4-100%$775———
Logan Capital Management Inc
N/A—4-4-100%$754———
Showing 986 of 986 institutions