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Ishares Russell 3000 ETF (IWV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares336,934 from 331,519
Change+5,415 (+2%)
Value$145.4M (+$4.1M)
Filed 2026-11-05
Evensky & Katz LLC
DECREASED
Shares327,253 from 336,531
Change-9,278 (-3%)
Value$141.3K (-$143.4M)
Filed 2026-10-27
Tlwm
DECREASED
Shares283,869 from 292,816
Change-8,947 (-3%)
Value$122.5M (-$2.3M)
Filed 2026-10-09
Lido Advisors, LLC
DECREASED
Shares265,348 from 268,919
Change-3,571 (-1%)
Value$114.5M (-$126.7K)
Filed 2026-11-04
Sentinel Trust Co LBA
DECREASED
Shares247,548 from 250,902
Change-3,354 (-1%)
Value$106.9M (+$106.8M)
Filed 2026-11-03
Bricktown Capital, LLC
INCREASED
Shares192,859 from 187,144
Change+5,715 (+3%)
Value$83.2M (+$3.5M)
Filed 2026-10-13
Calamos Wealth Management LLC
DECREASED
Shares159,634 from 163,526
Change-3,892 (-2%)
Value$68.9M (-$819.9K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares134,180 from 144,384
Change-10,204 (-7%)
Value$57.9M (-$3.6M)
Filed 2026-11-05
Greenspring Advisors, LLC
INCREASED
Shares106,994 from 53,486
Change+53,508 (+100%)
Value$46.2M (+$23.4M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares102,696 from 108,567
Change-5,871 (-5%)
Value$44.3M (-$2.0M)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares100,012 from 102,427
Change-2,415 (-2%)
Value$43.2M (-$503.5K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
INCREASED
Shares83,944 from 78,528
Change+5,416 (+7%)
Value$36.2M (+$2.8M)
Filed 2026-10-30
Heck Capital Advisors, LLC
DECREASED
Shares79,995 from 124,292
Change-44,297 (-36%)
Value$34.5M (-$18.5M)
Filed 2026-10-14
HB Wealth Management, LLC
DECREASED
Shares79,663 from 80,702
Change-1,039 (-1%)
Value$34.4M (-$24.4K)
Filed 2026-10-23
Brooklyn FI, LLC
DECREASED
Shares76,419 from 79,177
Change-2,758 (-3%)
Value$33.3M (-$365.2K)
Filed 2026-11-05
Epiq Partners, LLC
INCREASED
Shares74,545 from 71,755
Change+2,790 (+4%)
Value$32.2M (+$1.6M)
Filed 2026-10-07
Brighton Jones LLC
DECREASED
Shares73,430 from 76,042
Change-2,612 (-3%)
Value$31.7M (-$727.3K)
Filed 2026-11-03
CIBC Asset Management Inc
DECREASED
Shares73,279 from 87,817
Change-14,538 (-17%)
Value$31.6M (-$5.8M)
Filed 2026-11-05
Great Diamond Partners, LLC
DECREASED
Shares71,655 from 72,221
Change-566 (-1%)
Value$30.9M (+$135.6K)
Filed 2026-10-13
Finley Financial, LLC
DECREASED
Shares68,003 from 69,374
Change-1,371 (-2%)
Value$29.4M (-$163.7K)
Filed 2026-10-28
Waldron Private Wealth LLC
DECREASED
Shares63,889 from 78,861
Change-14,972 (-19%)
Value$27.6M (-$6.0M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares61,231 from 63,550
Change-2,319 (-4%)
Value$26.4M (-$666.7K)
Filed 2026-11-05
Tanglewood Wealth Management, Inc.
DECREASED
Shares56,652 from 74,519
Change-17,867 (-24%)
Value$24.5M (-$7.3M)
Filed 2026-10-23
BIP Wealth, LLC
INCREASED
Shares56,540 from 4,405
Change+52,135 (+1184%)
Value$24.4M (+$22.5M)
Filed 2026-10-22
Diversified Portfolios, Inc.
DECREASED
Shares56,028 from 56,280
Change-252 (0%)
Value$24.2M (+$187.3K)
Filed 2026-11-04
Stairway Partners, LLC
DECREASED
Shares55,804 from 56,534
Change-730 (-1%)
Value$24.1M (-$17.7K)
Filed 2026-10-02
Citizens Financial Group Inc
DECREASED
Shares53,906 from 54,790
Change-884 (-2%)
Value$23.3M (-$93.7K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares52,286 from 53,370
Change-1,084 (-2%)
Value$22.6M (-$187.2K)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares52,167 from 52,068
Change+99 (+0%)
Value$22.5M (+$316.6K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares52,030 from 52,369
Change-339 (-1%)
Value$22.5M (+$129.1K)
Filed 2026-10-13
KDK Private Wealth Management, LLC
INCREASED
Shares48,176 from 46,734
Change+1,442 (+3%)
Value$20.8M (+$868.1K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares47,691 from 44,680
Change+3,011 (+7%)
Value$20.6M (+$1.5M)
Filed 2026-11-02
Moss Adams Wealth Advisors LLC
INCREASED
Shares43,451 from 41,783
Change+1,668 (+4%)
Value$18.8M (+$939.8K)
Filed 2026-10-28
Fund Evaluation Group, LLC
DECREASED
Shares42,008 from 42,134
Change-126 (0%)
Value$18.1M (+$167.2K)
Filed 2026-11-05
Embree Financial Group
DECREASED
Shares41,443 from 41,512
Change-69 (0%)
Value$17.9M (+$188.5K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares41,368 from 41,335
Change+33 (+0%)
Value$17.9M (+$231.4K)
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares41,229 from 41,229
Change0 (0%)
Value$17.8M (+$216.9K)
Filed 2026-10-26
Tanager Wealth Management LLP
INCREASED
Shares39,056 from 35,804
Change+3,252 (+9%)
Value$16.9M (+$1.6M)
Filed 2026-10-19
Strategic Investment Management, LLC
DECREASED
Shares37,530 from 41,391
Change-3,861 (-9%)
Value$16.2M (-$1.4M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares36,844 from 36,574
Change+270 (+1%)
Value$16.1M (+$434.5K)
Filed 2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED
Shares36,554 from 36,947
Change-393 (-1%)
Value$15.8M (+$24.7K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares35,932 from 35,323
Change+609 (+2%)
Value$15.5M (+$482.1K)
Filed 2026-11-04
Allen Investment Management, LLC
UNCHANGED
Shares35,363 from 35,363
Change0 (0%)
Value$15.3M (+$186.0K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares30,870 from 31,561
Change-691 (-2%)
Value$13.3M (-$132.0K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares30,569 from 30,025
Change+544 (+2%)
Value$13.2K (-$12.8M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares30,269 from 40,750
Change-10,481 (-26%)
Value$13.1M (-$4.3M)
Filed 2026-11-02
jvl associates llc
UNCHANGED
Shares29,127 from 29,127
Change0 (0%)
Value$12.6M (+$153.2K)
Filed 2026-10-09
Balentine LLC
DECREASED
Shares28,743 from 43,941
Change-15,198 (-35%)
Value$12.4M (-$6.3M)
Filed 2026-11-03
Post Resch Tallon Group Inc.
INCREASED
Shares28,344 from 27,757
Change+587 (+2%)
Value$12.2M (+$399.3K)
Filed 2026-10-09
Blue Trust, Inc.
INCREASED
Shares28,071 from 328
Change+27,743 (+8458%)
Value$12.1M (+$12.0M)
Filed 2026-10-15
One Day In July LLC
DECREASED
Shares27,052 from 27,411
Change-359 (-1%)
Value$11.7M (-$10.8K)
Filed 2026-10-30
Rebalance, LLC
INCREASED
Shares24,238 from 24,185
Change+53 (+0%)
Value$10.5M (+$150.3K)
Filed 2026-10-22
Keybank National Association
DECREASED
Shares23,316 from 23,484
Change-168 (-1%)
Value$10.1M (+$51.0K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares22,792 from 22,665
Change+127 (+1%)
Value$9.8M (+$173.9K)
Filed 2026-10-22
Mueller Wealth, LLC
INCREASED
Shares22,528 from 21,245
Change+1,283 (+6%)
Value$9.7M (+$665.2K)
Filed 2026-11-05
Norris Perne & French LLP
DECREASED
Shares22,141 from 22,541
Change-400 (-2%)
Value$9.6M (-$54.1K)
Filed 2026-10-23
St. Louis Trust Co
INCREASED
Shares21,774 from 21,772
Change+2 (+0%)
Value$9.4M (+$4.1M)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares21,412 from 21,412
Change0 (0%)
Value$9.2M (+$112.6K)
Filed 2026-10-23
Anchyra Partners LLC
INCREASED
Shares20,759 from 19,989
Change+770 (+4%)
Value$9.0M (+$437.5K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares20,472 from 20,446
Change+26 (+0%)
Value$9.0M (+$279.4K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares20,290 from 224
Change+20,066 (+8958%)
Value$8.8M (+$8.7M)
Filed 2026-11-03
Aspiriant, LLC
INCREASED
Shares19,691 from 19,662
Change+29 (+0%)
Value$8.5M (+$115.8K)
Filed 2026-10-16
Forte Asset Management LLC
INCREASED
Shares18,905 from 18,733
Change+172 (+1%)
Value$8.2M (+$172.8K)
Filed 2026-10-13
BigSur Wealth Management LLC
DECREASED
Shares18,800 from 25,200
Change-6,400 (-25%)
Value$8.1M (-$2.6M)
Filed 2026-10-13
West Paces Advisors Inc.
INCREASED
Shares18,399 from 17,766
Change+633 (+4%)
Value$7.9M (+$366.7K)
Filed 2026-10-13
Strategic Equity Management
DECREASED
Shares17,865 from 53,092
Change-35,227 (-66%)
Value$7.7M (-$14.9M)
Filed 2026-11-04
Elyxium Wealth, LLC
UNCHANGED
Shares17,730 from 17,730
Change0 (0%)
Value$7.7M (+$93.3K)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares17,570 from 13,545
Change+4,025 (+30%)
Value$7.6M (+$1.8M)
Filed 2026-10-29
Triune Financial Partners, LLC
INCREASED
Shares17,450 from 17,410
Change+40 (+0%)
Value$7.5M (+$109.0K)
Filed 2026-11-03
Winthrop Advisory Group LLC
DECREASED
Shares16,500 from 16,711
Change-211 (-1%)
Value$7.1M (-$3.2K)
Filed 2026-10-22
MPS Loria Financial Planners, LLC
INCREASED
Shares15,952 from 13,100
Change+2,852 (+22%)
Value$6.9M (+$1.3M)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares15,462 from 15,777
Change-315 (-2%)
Value$6.7M (-$53.0K)
Filed 2026-10-15
Aries Wealth Management
UNCHANGED
Shares15,294 from 15,294
Change0 (0%)
Value$6.6M (+$80.4K)
Filed 2026-10-23
Ascent Wealth Partners, LLC
UNCHANGED
Shares14,599 from 14,599
Change0 (0%)
Value$6.3M (+$76.8K)
Filed 2026-10-23
Midwest Professional Planners, Ltd.
DECREASED
Shares14,410 from 15,165
Change-755 (-5%)
Value$6.2M (-$246.3K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares14,325 from 10,402
Change+3,923 (+38%)
Value$6.2M (+$1.8M)
Filed 2026-10-27
Financial Council, LLC
DECREASED
Shares13,860 from 14,651
Change-791 (-5%)
Value$6.0M (-$264.6K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares13,819 from 13,867
Change-48 (0%)
Value$6.0M (+$52.2K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares13,671 from 13,630
Change+41 (+0%)
Value$5.9M (+$849.0K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares13,430 from 14,354
Change-924 (-6%)
Value$5.8M (-$323.4K)
Filed 2026-10-16
William Howard & Co Financial Advisors Inc
DECREASED
Shares13,023 from 13,778
Change-755 (-5%)
Value$5.6M (-$253.4K)
Filed 2026-11-04
Aquire Wealth Advisors, LLC
DECREASED
Shares12,698 from 12,834
Change-136 (-1%)
Value$5.5M (+$8.8K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares12,360 from 12,344
Change+16 (+0%)
Value$5.3M (+$71.9K)
Filed 2026-10-20
Blue Fin Capital, Inc.
DECREASED
Shares11,831 from 11,859
Change-28 (0%)
Value$5.1M (+$50.3K)
Filed 2026-10-28
Simon Quick Advisors, LLC
DECREASED
Shares11,778 from 11,845
Change-67 (-1%)
Value$5.1M (+$33.3K)
Filed 2026-10-26
Xponance LLC
DECREASED
Shares11,405 from 18,575
Change-7,170 (-39%)
Value$4.9M (-$3.0M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares10,784 from 9,090
Change+1,694 (+19%)
Value$4.7M (+$779.2K)
Filed 2026-10-16
Single Point Partners, LLC
INCREASED
Shares10,702 from 10,695
Change+7 (+0%)
Value$4.6M (+$59.1K)
Filed 2026-10-19
Intelligence Driven Advisers, LLC
DECREASED
Shares10,346 from 10,691
Change-345 (-3%)
Value$4.5M (-$92.7K)
Filed 2026-10-09
First Heartland Consultants, Inc.
DECREASED
Shares10,097 from 10,724
Change-627 (-6%)
Value$4.4M (-$214.2K)
Filed 2026-10-08
Certuity, LLC
INCREASED
Shares9,737 from 9,720
Change+17 (+0%)
Value$4.2M (+$58.5K)
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares9,374 from 9,711
Change-337 (-3%)
Value$4.0M (-$94.5K)
Filed 2026-10-20
Fort Washington Investment Advisors Inc
DECREASED
Shares9,371 from 9,379
Change-8 (0%)
Value$4.0M (+$45.9K)
Filed 2026-10-15
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares8,897 from 8,897
Change0 (0%)
Value$3.8M (+$46.8K)
Filed 2026-10-13
Family Office Research LLC
INCREASED
Shares8,887 from 8,872
Change+15 (+0%)
Value$3.8M (+$53.0K)
Filed 2026-10-14
Washington Trust Co
DECREASED
Shares8,390 from 8,562
Change-172 (-2%)
Value$3.6M (-$29.2K)
Filed 2026-10-22
First Hawaiian Bank
UNCHANGED
Shares8,107 from 8,107
Change0 (0%)
Value$3.5M (+$42.6K)
Filed 2026-10-14
GC Wealth Management RIA, LLC
INCREASED
Shares7,695 from 7,027
Change+668 (+10%)
Value$3.3M (+$325.3K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares7,450 from 1,511
Change+5,939 (+393%)
Value$3.2M (+$2.6M)
Filed 2026-11-04
Renasant Bank
UNCHANGED
Shares7,326 from 7,326
Change0 (0%)
Value$3.2M (+$38.5K)
Filed 2026-11-05
Meridian Financial Partners LLC
DECREASED
Shares7,134 from 7,209
Change-75 (-1%)
Value$3.1M (+$19.8K)
Filed 2026-10-23
Wealthcare Capital Management LLC
DECREASED
Shares7,062 from 7,653
Change-591 (-8%)
Value$3.0M (-$214.9K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
INCREASED
Shares6,938 from 777
Change+6,161 (+793%)
Value$3.0M (+$2.7M)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares6,879 from 7,088
Change-209 (-3%)
Value$3.0M (-$52.9K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares6,858 from 6,843
Change+15 (+0%)
Value$3.0M (+$65.8K)
Filed 2026-10-09
Bernardo Wealth Planning LLC
INCREASED
Shares6,822 from 3,411
Change+3,411 (+100%)
Value$2.9M (+$1.5M)
Filed 2026-10-23
Avant Financial Advisors LLC
DECREASED
Shares6,717 from 6,764
Change-47 (-1%)
Value$2.9M (+$15.3K)
Filed 2026-11-02
Fonville Wealth Management LLC
DECREASED
Shares6,693 from 6,887
Change-194 (-3%)
Value$2.9M (-$47.5K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares6,641 from 6,572
Change+69 (+1%)
Value$2.9M (+$64.7K)
Filed 2026-10-21
Modera Wealth Management, LLC
INCREASED
Shares6,494 from 6,164
Change+330 (+5%)
Value$2.8M (+$174.9K)
Filed 2026-10-28
Indivisible Partners
INCREASED
Shares6,322 from 4,781
Change+1,541 (+32%)
Value$2.7M (+$690.3K)
Filed 2026-10-26
City Holding Co
DECREASED
Shares6,288 from 6,434
Change-146 (-2%)
Value$2.7M (-$29.2K)
Filed 2026-10-19
Signature Resources Capital Management, LLC
DECREASED
Shares6,226 from 6,380
Change-154 (-2%)
Value$2.7M (-$32.9K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares5,948 from 7,818
Change-1,870 (-24%)
Value$2.6M (-$768.8K)
Filed 2026-10-23
Sterling Capital Management LLC
DECREASED
Shares5,813 from 6,833
Change-1,020 (-15%)
Value$2.5M (-$404.4K)
Filed 2026-10-22
First National Trust Co
DECREASED
Shares5,651 from 5,675
Change-24 (0%)
Value$2.4M (+$19.5K)
Filed 2026-10-28
Foundation Wealth Management, Llc\pa
DECREASED
Shares5,640 from 8,541
Change-2,901 (-34%)
Value$2.4M (-$1.2M)
Filed 2026-10-14
Yardley Wealth Management LLC
DECREASED
Shares5,602 from 5,741
Change-139 (-2%)
Value$2.4M (-$29.8K)
Filed 2026-10-23
Verum Partners LLC
UNCHANGED
Shares5,539 from 5,539
Change0 (0%)
Value$2.4M (+$29.1K)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$2.4M (+$28.9K)
Filed 2026-10-15
Wesbanco Bank Inc
DECREASED
Shares5,492 from 7,644
Change-2,152 (-28%)
Value$2.4M (-$888.7K)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares5,484 from 5,484
Change0 (0%)
Value$2.4M (+$28.8K)
Filed 2026-11-05
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares5,448 from 5,448
Change0 (0%)
Value$2.4M (+$28.7K)
Filed 2026-10-07
Wealth Architects, LLC
UNCHANGED
Shares5,430 from 5,430
Change0 (0%)
Value$2.3M (+$28.6K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares5,375 from 5,590
Change-215 (-4%)
Value$2.3M (-$63.4K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED
Shares5,311 from 5,280
Change+31 (+1%)
Value$2.3M (+$41.1K)
Filed 2026-10-08
High Probability Advisors, LLC
UNCHANGED
Shares5,180 from 5,180
Change0 (0%)
Value$2.2M (+$27.2K)
Filed 2026-10-19
Beacon Financial Group
DECREASED
Shares5,071 from 5,105
Change-34 (-1%)
Value$2.2M (+$12.2K)
Filed 2026-10-19
Castle Rock Wealth Management, LLC
DECREASED
Shares4,892 from 6,184
Change-1,292 (-21%)
Value$2.2M (-$472.2K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
UNCHANGED
Shares4,842 from 4,842
Change0 (0%)
Value$2.1M (+$25.6K)
Filed 2026-10-21
Manchester Financial Inc
DECREASED
Shares4,766 from 4,996
Change-230 (-5%)
Value$2.1M (-$73.0K)
Filed 2026-10-15
Cohen Capital Management, Inc.
INCREASED
Shares4,638 from 4,637
Change+1 (+0%)
Value$2.0M (+$24.4K)
Filed 2026-10-14
Garde Capital, Inc.
UNCHANGED
Shares4,628 from 4,628
Change0 (0%)
Value$2.0M (+$24.3K)
Filed 2026-10-29
Independence Bank of Kentucky
DECREASED
Shares4,619 from 5,094
Change-475 (-9%)
Value$2.0M (-$178.2K)
Filed 2026-10-26
Ledyard National Bank
DECREASED
Shares4,589 from 4,806
Change-217 (-5%)
Value$2.0M (-$68.4K)
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares4,519 from 4,519
Change0 (0%)
Value$2.0M (+$23.8K)
Filed 2026-11-03
Motive Wealth Advisors
UNCHANGED
Shares4,508 from 4,508
Change0 (0%)
Value$1.9M (+$23.7K)
Filed 2026-10-26
Chesley Taft & Associates LLC
DECREASED
Shares4,303 from 4,458
Change-155 (-3%)
Value$1.9M (-$43.5K)
Filed 2026-10-13
Tennessee Valley Asset Management Partners
UNCHANGED
Shares4,249 from 4,249
Change0 (0%)
Value$1.8M (+$22.3K)
Filed 2026-11-03
Midwest Trust Co
DECREASED
Shares4,209 from 4,373
Change-164 (-4%)
Value$1.8M (-$47.8K)
Filed 2026-10-22
Canandaigua National Bank & Trust Co
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$1.8M (+$21.8K)
Filed 2026-10-07
Moneywise, Inc.
DECREASED
Shares4,129 from 39,011
Change-34,882 (-89%)
Value$1.8M (-$14.9M)
Filed 2026-10-30
Timonier Family Office, Ltd.
UNCHANGED
Shares4,101 from 4,101
Change0 (0%)
Value$1.8M (+$21.6K)
Filed 2026-11-03
Brown Wealth Management, LLC
INCREASED
Shares4,031 from 3,987
Change+44 (+1%)
Value$1.7M (+$40.1K)
Filed 2026-10-20
Rossmore Private Capital
INCREASED
Shares3,999 from 3,754
Change+245 (+7%)
Value$1.7M (+$125.5K)
Filed 2026-10-27
Independent Financial Group, LLC
DECREASED
Shares3,944 from 4,183
Change-239 (-6%)
Value$1.7M (-$81.1K)
Filed 2026-10-13
King Luther Capital Management Corp
UNCHANGED
Shares3,797 from 3,797
Change0 (0%)
Value$1.6M (+$20.0K)
Filed 2026-11-05
Retirement Planning Group, LLC
INCREASED
Shares3,776 from 3,775
Change+1 (+0%)
Value$1.6M (+$20.1K)
Filed 2026-10-19
Sensible Money, LLC
UNCHANGED
Shares3,729 from 3,729
Change0 (0%)
Value$1.6M (+$19.6K)
Filed 2026-10-20
Augustine Asset Management Inc
UNCHANGED
Shares3,714 from 3,714
Change0 (0%)
Value$1.6M (+$19.5K)
Filed 2026-10-13
Firestone Capital Management
DECREASED
Shares3,675 from 3,732
Change-57 (-2%)
Value$1.6M (-$5.0K)
Filed 2026-11-03
SilverOak Wealth Management LLC
DECREASED
Shares3,634 from 3,666
Change-32 (-1%)
Value$1.6M (+$5.5K)
Filed 2026-10-29
AMG National Trust Bank
INCREASED
Shares3,615 from 3,315
Change+300 (+9%)
Value$1.6M (+$146.9K)
Filed 2026-11-05
McClarren Financial Advisors, Inc.
DECREASED
Shares3,589 from 10,165
Change-6,576 (-65%)
Value$1.5M (-$2.8M)
Filed 2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED
Shares3,547 from 3,547
Change0 (0%)
Value$1.5M (+$18.7K)
Filed 2026-10-22
New England Private Wealth Advisors LLC
DECREASED
Shares3,497 from 3,653
Change-156 (-4%)
Value$1.5M (-$27.3K)
Filed 2026-10-19
Smith Salley Wealth Management
INCREASED
Shares3,495 from 3,413
Change+82 (+2%)
Value$1.5M (+$53.0K)
Filed 2026-11-03
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares3,483 from 3,923
Change-440 (-11%)
Value$1.5M (-$169.3K)
Filed 2026-10-09
Phillip James Consulting Co.
INCREASED
Shares3,412 from 1,361
Change+2,051 (+151%)
Value$1.5M (+$892.5K)
Filed 2026-11-03
Abacus Planning Group, Inc.
UNCHANGED
Shares3,387 from 3,387
Change0 (0%)
Value$1.5M (+$17.8K)
Filed 2026-11-02
Atala Financial Inc
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$1.5M (+$17.8K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares3,363 from 3,368
Change-5 (0%)
Value$1.5M (+$15.4K)
Filed 2026-11-05
Cahaba Wealth Management, Inc.
DECREASED
Shares3,332 from 3,372
Change-40 (-1%)
Value$1.4M (+$446)
Filed 2026-10-26
ETF Portfolio Partners, Inc.
DECREASED
Shares3,312 from 3,693
Change-381 (-10%)
Value$1.4M (-$145.0K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares3,271 from 3,226
Change+45 (+1%)
Value$1.4M (+$36.4K)
Filed 2026-10-08
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares3,244 from 3,305
Change-61 (-2%)
Value$1.4M (-$8.9K)
Filed 2026-10-09
Visionary Wealth Advisors
INCREASED
Shares3,227 from 3,219
Change+8 (+0%)
Value$1.4M (+$20.1K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
UNCHANGED
Shares3,194 from 3,194
Change0 (0%)
Value$1.4M (+$16.8K)
Filed 2026-10-08
Sonata Capital Group Inc
UNCHANGED
Shares3,190 from 3,190
Change0 (0%)
Value$1.4M (+$16.8K)
Filed 2026-10-19
Crescent Grove Advisors, LLC
DECREASED
Shares3,119 from 3,195
Change-76 (-2%)
Value$1.3M (-$16.0K)
Filed 2026-10-21
Carter Financial Group, Inc.
UNCHANGED
Shares3,115 from 3,115
Change0 (0%)
Value$1.3M (+$16.4K)
Filed 2026-10-21
Parcion Private Wealth LLC
DECREASED
Shares3,107 from 3,110
Change-3 (0%)
Value$1.3M (+$15.1K)
Filed 2026-10-28
Sage Mountain Advisors LLC
UNCHANGED
Shares3,053 from 3,053
Change0 (0%)
Value$1.3M (+$16.1K)
Filed 2026-11-02
Well Done, LLC
DECREASED
Shares3,048 from 3,946
Change-898 (-23%)
Value$1.3M (-$366.9K)
Filed 2026-10-20
E&G Advisors, LLC
UNCHANGED
Shares3,002 from 3,002
Change0 (0%)
Value$1.3M (+$15.8K)
Filed 2026-10-13
American State Bank (Iowa)
UNCHANGED
Shares2,999 from 2,999
Change0 (0%)
Value$1.3M (+$15.8K)
Filed 2026-11-03
Owl Creek Wealth Partners LLC
INCREASED
Shares2,990 from 2,983
Change+7 (+0%)
Value$1.3M (+$18.7K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares2,987 from 2,660
Change+327 (+12%)
Value$1.3K (-$1.1M)
Filed 2026-10-26
XML Financial, LLC
INCREASED
Shares2,967 from 2,961
Change+6 (+0%)
Value$1.3M (+$18.2K)
Filed 2026-10-29
SkyOak Wealth, LLC
INCREASED
Shares2,961 from 2,640
Change+321 (+12%)
Value$1.3M (+$152.6K)
Filed 2026-10-28
International Assets Investment Management, LLC
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$1.2M (+$20.2K)
Filed 2026-11-02
Old Mission Investment Co LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$1.2M (+$14.7K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
DECREASED
Shares2,796 from 2,910
Change-114 (-4%)
Value$1.2M (-$33.7K)
Filed 2026-10-15
Beaumont Asset Management, L.L.C.
UNCHANGED
Shares2,791 from 2,791
Change0 (0%)
Value$1.2M (+$14.7K)
Filed 2026-10-16
Glenview Trust Co
DECREASED
Shares2,748 from 2,792
Change-44 (-2%)
Value$1.2M (-$4.3K)
Filed 2026-10-28
Aprio Wealth Management, LLC
UNCHANGED
Shares2,729 from 2,729
Change0 (0%)
Value$1.2M (+$14.4K)
Filed 2026-10-28
Naples Global Advisors, LLC
UNCHANGED
Shares2,728 from 2,728
Change0 (0%)
Value$1.2M (+$14.3K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares2,680 from 2,709
Change-29 (-1%)
Value$1.2M (+$1.6K)
Filed 2026-10-13
Soltis Investment Advisors LLC
UNCHANGED
Shares2,651 from 2,651
Change0 (0%)
Value$1.1M (+$13.9K)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares2,642 from 2,048
Change+594 (+29%)
Value$1.1M (+$267.1K)
Filed 2026-11-04
Asset Allocation & Management Company, LLC
UNCHANGED
Shares2,641 from 2,641
Change0 (0%)
Value$1.1K (+$14)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$1.1M (+$13.9K)
Filed 2026-10-29
Hunter Associates Investment Management LLC
DECREASED
Shares2,575 from 2,625
Change-50 (-2%)
Value$1.1K (-$1.1M)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
NEW
Shares2,561
Change+2,561
Value$1.1M
Filed 2026-11-04
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares2,521 from 2,523
Change-2 (0%)
Value$1.1M (+$12.4K)
Filed 2026-10-13
W Advisors, LLC
INCREASED
Shares2,520 from 2,512
Change+8 (+0%)
Value$1.1M (+$17.1K)
Filed 2026-11-02
Wealth Management Partners, LLC
DECREASED
Shares2,515 from 2,587
Change-72 (-3%)
Value$1.1M (-$17.5K)
Filed 2026-10-21
Nestegg Advisors, Inc.
UNCHANGED
Shares2,497 from 2,497
Change0 (0%)
Value$1.1M (+$13.1K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares2,487 from 2,146
Change+341 (+16%)
Value$1.1M (+$158.8K)
Filed 2026-10-08
Coyle Financial Counsel LLC
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$1.1M (+$12.9K)
Filed 2026-10-28
Red Spruce Capital, LLC
INCREASED
Shares2,408 from 2,375
Change+33 (+1%)
Value$1.0M (+$26.7K)
Filed 2026-10-07
Anchor Capital Advisors LLC
NEW
Shares2,402
Change+2,402
Value$1.0M
Filed 2026-11-05
Acropolis Investment Management, LLC
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$1.0M (+$12.4K)
Filed 2026-10-08
Patten & Patten Inc
INCREASED
Shares2,347 from 2,247
Change+100 (+4%)
Value$1.0M (+$55.0K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
DECREASED
Shares2,335 from 2,358
Change-23 (-1%)
Value$1.0M (+$2.5K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$1.0M (+$12.5K)
Filed 2026-10-30
Private Trust Co NA
UNCHANGED
Shares2,329 from 2,329
Change0 (0%)
Value$1.0M (+$12.3K)
Filed 2026-10-20
Bayshore Capital Advisors, LLC
UNCHANGED
Shares2,301 from 2,301
Change0 (0%)
Value$993.3K (+$12.1K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares2,278 from 2,007
Change+271 (+14%)
Value$983.5K (+$127.4K)
Filed 2026-10-28
MSH Capital Advisors LLC
INCREASED
Shares2,267 from 2,140
Change+127 (+6%)
Value$978.4K (+$65.9K)
Filed 2026-11-03
Evergreen Capital Management LLC
UNCHANGED
Shares2,122 from 2,122
Change0 (0%)
Value$916.0K (+$11.2K)
Filed 2026-10-23
Prosperity Planning, Inc.
DECREASED
Shares2,098 from 2,280
Change-182 (-8%)
Value$905.6K (-$66.6K)
Filed 2026-10-09
Burns J W & Co Inc
UNCHANGED
Shares2,085 from 2,085
Change0 (0%)
Value$900.0K (+$11.0K)
Filed 2026-10-20
Choreo, LLC
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$896.5K (+$10.9K)
Filed 2026-10-28
AGH Wealth Advisors, LLC
DECREASED
Shares2,056 from 2,106
Change-50 (-2%)
Value$887.5K (-$10.5K)
Filed 2026-10-26
Martin Capital Advisors, LLP
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$880.6K (+$10.7K)
Filed 2026-10-15
Ascent Group, LLC
UNCHANGED
Shares2,022 from 2,022
Change0 (0%)
Value$872.8K (+$10.6K)
Filed 2026-10-30
Greenwood Capital Associates LLC
DECREASED
Shares1,941 from 2,871
Change-930 (-32%)
Value$837.9K (-$386.3K)
Filed 2026-10-27
Perigon Wealth Management, LLC
INCREASED
Shares1,941 from 1,940
Change+1 (+0%)
Value$837.9K (+$10.6K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,927 from 1,964
Change-37 (-2%)
Value$831.9K (-$5.5K)
Filed 2026-10-14
Baring Financial LLC
DECREASED
Shares1,921 from 2,205
Change-284 (-13%)
Value$829.4K (-$110.6K)
Filed 2026-10-07
Bokf, NA
UNCHANGED
Shares1,898 from 1,898
Change0 (0%)
Value$819.3K (+$10.0K)
Filed 2026-10-27
Forum Financial Management, LP
INCREASED
Shares1,868 from 1,864
Change+4 (+0%)
Value$806.3K (+$11.5K)
Filed 2026-10-16
Waystone Advisors LLC
UNCHANGED
Shares1,842 from 1,842
Change0 (0%)
Value$785.4K ($0)
Filed 2026-10-16
Armbruster Capital Management, Inc.
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$794.3K (+$9.7K)
Filed 2026-10-19
RKL Wealth Management LLC
INCREASED
Shares1,827 from 1,823
Change+4 (+0%)
Value$788.6K (+$11.4K)
Filed 2026-10-16
Climber Capital SA
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$736.7K (-$29.3K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
INCREASED
Shares1,774 from 1,772
Change+2 (+0%)
Value$765.9K (+$10.3K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares1,752 from 1,750
Change+2 (+0%)
Value$756.5K (+$10.0K)
Filed 2026-10-21
Cambridge Financial Group, LLC
UNCHANGED
Shares1,732 from 1,732
Change0 (0%)
Value$738.5K ($0)
Filed 2026-10-06
MTM Investment Management, LLC
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$742.5K (+$9.0K)
Filed 2026-10-30
Mullaney, Keating & Wright, Inc.
INCREASED
Shares1,719 from 1,718
Change+1 (+0%)
Value$742.0K (+$9.5K)
Filed 2026-10-19
First Interstate Bank
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$741.6K (+$9.0K)
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$740.7K (+$9.0K)
Filed 2026-11-02
ASL Financial, LLC
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$740.3K (+$9.0K)
Filed 2026-10-15
Third View Private Wealth, LLC
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$729.5K (+$8.9K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,685 from 1,693
Change-8 (0%)
Value$727.3K (+$5.5K)
Filed 2026-11-03
Patten Group, Inc.
DECREASED
Shares1,670 from 1,722
Change-52 (-3%)
Value$720.9K (-$13.4K)
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$713.5K (+$8.7K)
Filed 2026-10-23
Affinity Capital Advisors, LLC
DECREASED
Shares1,637 from 1,643
Change-6 (0%)
Value$721.9K (+$18.2K)
Filed 2026-10-13
1834 Investment Advisors Co
DECREASED
Shares1,630 from 1,731
Change-101 (-6%)
Value$703.6K (-$34.5K)
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$703.6K (+$8.6K)
Filed 2026-11-03
Root Financial Partners, LLC
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$697.1K (+$8.5K)
Filed 2026-10-21
Associated Banc-Corp
NEW
Shares1,599
Change+1,599
Value$690.2K
Filed 2026-10-30
Boston Trust Walden Corp
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$686.3K (+$8.4K)
Filed 2026-10-30
Ashford Advisors, LLC
UNCHANGED
Shares1,583 from 1,583
Change0 (0%)
Value$683.3K (+$8.3K)
Filed 2026-11-02
Foster Group, Inc.
DECREASED
Shares1,582 from 1,634
Change-52 (-3%)
Value$682.9K (-$13.9K)
Filed 2026-10-13
Wealth Effects LLC
UNCHANGED
Shares1,569 from 1,569
Change0 (0%)
Value$677.3K (+$8.3K)
Filed 2026-10-23
USA Financial Formulas
NEW
Shares1,555
Change+1,555
Value$671.2K
Filed 2026-10-16
Stronghold Wealth Management L.L.C.
DECREASED
Shares1,548 from 1,664
Change-116 (-7%)
Value$668.2K (-$41.3K)
Filed 2026-10-16
RVW Wealth, LLC
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$657.0K (+$8.0K)
Filed 2026-10-06
Mitchell Sinkler & Starr
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$647.5K (+$7.9K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares1,497 from 1,497
Change0 (0%)
Value$646.4K (+$8.0K)
Filed 2026-10-27
Midland Wealth Advisors, LLC
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$641.9K (+$7.8K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares1,463 from 1,388
Change+75 (+5%)
Value$631.6K (+$39.8K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED
Shares1,463 from 1,463
Change0 (0%)
Value$631.5K (+$7.7K)
Filed 2026-10-16
Investmark Advisory Group LLC
INCREASED
Shares1,458 from 729
Change+729 (+100%)
Value$629.4K (+$318.5K)
Filed 2026-10-27
Mason & Associates, LLC
DECREASED
Shares1,448 from 1,462
Change-14 (-1%)
Value$625.0K (+$1.6K)
Filed 2026-10-26
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$611.9K ($0)
Filed 2026-10-22
May Hill Capital, LLC
INCREASED
Shares1,408 from 1,407
Change+1 (+0%)
Value$607.7K (+$7.6K)
Filed 2026-11-03
Camden National Bank
INCREASED
Shares1,405 from 1,390
Change+15 (+1%)
Value$606.5K (+$13.8K)
Filed 2026-11-02
J.Safra Asset Management Corp
INCREASED
Shares1,402 from 1,056
Change+346 (+33%)
Value$605.2K (+$155.0K)
Filed 2026-11-03
Wedbush Securities Inc
UNCHANGED
Shares1,397 from 1,397
Change0 (0%)
Value$603 (-$595.4K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares1,389 from 1,402
Change-13 (-1%)
Value$599.7K (+$1.8K)
Filed 2026-10-30
Avantax Planning Partners, Inc.
INCREASED
Shares1,336 from 1,028
Change+308 (+30%)
Value$576.7K (+$138.2K)
Filed 2026-11-03
Ironwood Wealth Management, Llc.
DECREASED
Shares1,324 from 1,572
Change-248 (-16%)
Value$571.5K (-$98.8K)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares1,320 from 1,322
Change-2 (0%)
Value$569.9K (+$6.1K)
Filed 2026-11-05
Schmidt P J Investment Management Inc
DECREASED
Shares1,310 from 1,317
Change-7 (-1%)
Value$565.5K (+$3.9K)
Filed 2026-11-02
Fluent Financial, LLC
INCREASED
Shares1,279 from 1,160
Change+119 (+10%)
Value$552.1K (+$57.5K)
Filed 2026-10-13
Detalus Advisors, LLC
DECREASED
Shares1,271 from 1,276
Change-5 (0%)
Value$548.6K (+$4.6K)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares1,264 from 1,390
Change-126 (-9%)
Value$545.6K (-$47.1K)
Filed 2026-10-26
Nations Financial Group Inc,
DECREASED
Shares1,258 from 68,656
Change-67,398 (-98%)
Value$543.3K (-$28.7M)
Filed 2026-11-05
CWA Asset Management Group, LLC
DECREASED
Shares1,241 from 1,449
Change-208 (-14%)
Value$535.7K (-$82.2K)
Filed 2026-10-19
Platt Wealth Management LLC
NEW
Shares1,234
Change+1,234
Value$532.0K
Filed 2026-11-04
TCI Wealth Advisors, Inc.
NEW
Shares1,227
Change+1,227
Value$529.5K
Filed 2026-10-30
Summit Financial Strategies, Inc.
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$527.1K (+$6.4K)
Filed 2026-10-14
Auour Investments LLC
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$521.4K (+$6.4K)
Filed 2026-10-28
Madrid Wealth Management, LLC
UNCHANGED
Shares1,205 from 1,205
Change0 (0%)
Value$520.2K (+$6.3K)
Filed 2026-10-23
Greenhouse Wealth Management, LLC
UNCHANGED
Shares1,204 from 1,204
Change0 (0%)
Value$520.8K (+$11.3K)
Filed 2026-10-20
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares1,203 from 1,203
Change0 (0%)
Value$519.3K (+$6.3K)
Filed 2026-10-05
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$517.6K (+$6.5K)
Filed 2026-11-05
Stone Wealth Partners
INCREASED
Shares1,192 from 596
Change+596 (+100%)
Value$515.1K (+$261.0K)
Filed 2026-11-05
William Mack & Associates, Inc.
DECREASED
Shares1,192 from 1,258
Change-66 (-5%)
Value$514.6K (-$21.9K)
Filed 2026-10-27
Plancorp, LLC
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$509.2K (+$3.0K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$510.7K (+$6.2K)
Filed 2026-11-04
Syverson Strege & Co
NEW
Shares1,182
Change+1,182
Value$510.2K
Filed 2026-11-02
Moneco Advisors, LLC
DECREASED
Shares1,174 from 1,183
Change-9 (-1%)
Value$506.9K (+$2.5K)
Filed 2026-11-05
Shakespeare Wealth Management, LLC
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$499.9K (+$6.1K)
Filed 2026-10-28
J. Derek Lewis & Associates Inc.
INCREASED
Shares1,154 from 804
Change+350 (+44%)
Value$498.4K (+$155.6K)
Filed 2026-11-03
1900 Wealth Management LLC
INCREASED
Shares1,154 from 1,151
Change+3 (+0%)
Value$498.0K (+$7.2K)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$496.4K (+$6.0K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares1,142 from 1,140
Change+2 (+0%)
Value$493.1K (+$6.8K)
Filed 2026-10-02
Accurate Wealth Management, LLC
INCREASED
Shares1,141 from 876
Change+265 (+30%)
Value$502.4K (+$126.1K)
Filed 2026-10-20
Angeles Wealth Management, LLC
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$491.2K (+$6.0K)
Filed 2026-10-26
Veracity Capital LLC
INCREASED
Shares1,120 from 891
Change+229 (+26%)
Value$483.3K (+$103.2K)
Filed 2026-10-08
Revolve Wealth Partners, LLC
INCREASED
Shares1,116 from 1,115
Change+1 (+0%)
Value$481.8K (+$6.6K)
Filed 2026-10-23
Verus Capital Partners, LLC
DECREASED
Shares1,115 from 1,139
Change-24 (-2%)
Value$481.3K (-$4.4K)
Filed 2026-11-03
Cookson Peirce & Co Inc
INCREASED
Shares1,113 from 917
Change+196 (+21%)
Value$480.4K (+$89.4K)
Filed 2026-10-30
James J. Burns & Company, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$474.8K (+$5.8K)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares1,073 from 957
Change+116 (+12%)
Value$463.2K (+$55.1K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares1,069 from 1,048
Change+21 (+2%)
Value$461.4K (+$14.6K)
Filed 2026-10-16
Outlook Wealth Advisors, LLC
UNCHANGED
Shares1,068 from 1,068
Change0 (0%)
Value$461.0K (+$5.6K)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares1,062 from 1,104
Change-42 (-4%)
Value$458.2K (-$12.3K)
Filed 2026-10-14
Telos Capital Management, Inc.
NEW
Shares1,058
Change+1,058
Value$456.7K
Filed 2026-11-02
Gryphon Financial Partners LLC
NEW
Shares1,054
Change+1,054
Value$455.0K
Filed 2026-11-04
Davidson Investment Advisors
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$453.2K (+$5.5K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$449.9K (+$5.5K)
Filed 2026-10-16
Lauterbach Financial Advisors, LLC
DECREASED
Shares1,035 from 1,089
Change-54 (-5%)
Value$446.8K (-$17.6K)
Filed 2026-10-21
Annex Advisory Services, LLC
NEW
Shares1,031
Change+1,031
Value$445.0K
Filed 2026-10-16
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$442.5K (+$5.4K)
Filed 2026-10-16
Rockwood Wealth Management, LLC
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$438.9K (+$5.3K)
Filed 2026-10-27
Almanack Investment Partners, Llc.
NEW
Shares1,010
Change+1,010
Value$436.0K
Filed 2026-11-03
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares1,010 from 1,009
Change+1 (+0%)
Value$436.2K (+$5.9K)
Filed 2026-10-29
Biltmore Family Office, LLC
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$433.8K (+$5.3K)
Filed 2026-11-03
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$431.7K (+$5.3K)
Filed 2026-10-09
Manchester Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$431.7K (+$5.3K)
Filed 2026-10-22
Reicon Wealth Advisors, LLC
DECREASED
Shares995 from 1,435
Change-440 (-31%)
Value$429.5K (-$182.4K)
Filed 2026-11-04
Willow Creek Wealth Management Inc.
DECREASED
Shares995 from 1,020
Change-25 (-2%)
Value$429.5K (-$5.4K)
Filed 2026-10-26
Eclectic Associates Inc
DECREASED
Shares993 from 1,003
Change-10 (-1%)
Value$428.7K (+$961)
Filed 2026-10-09
Oarsman Capital, Inc.
NEW
Shares983
Change+983
Value$424.3K
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$423.9K (+$5.2K)
Filed 2026-11-03
Jacobs & Co
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$423 (+$5)
Filed 2026-10-09
DT Investment Partners, LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$420.9K (+$5.1K)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares968 from 824
Change+144 (+17%)
Value$417.8K (+$66.5K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares959 from 323
Change+636 (+197%)
Value$414.0K (+$276.2K)
Filed 2026-10-28
Altiora Financial Group, LLC
UNCHANGED
Shares953 from 953
Change0 (0%)
Value$411.4K (+$5.0K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares948
Change+948
Value$409.4K
Filed 2026-11-03
BostonPremier Wealth LLC
INCREASED
Shares895 from 784
Change+111 (+14%)
Value$386.5K (+$52.1K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares887 from 886
Change+1 (+0%)
Value$386.0K (+$8.3K)
Filed 2026-10-15
Navigation Group, LLC
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$378.1K (+$4.6K)
Filed 2026-10-28
Broussard Financial Group LLC
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$376.8K (+$4.6K)
Filed 2026-10-26
Capital Squared Financial LLC
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$371.0K (+$4.5K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$364.8K (+$4.6K)
Filed 2026-10-26
Victory Financial Group, LLC
INCREASED
Shares843 from 566
Change+277 (+49%)
Value$363.8K (+$122.6K)
Filed 2026-10-27
Moran Wealth Management, LLC
NEW
Shares839
Change+839
Value$362.2K
Filed 2026-10-22
Reynders McVeigh Capital Management, LLC
DECREASED
Shares833 from 851
Change-18 (-2%)
Value$359.7K (-$3.3K)
Filed 2026-10-30
Alternative Investment Advisors, Llc.
INCREASED
Shares833 from 832
Change+1 (+0%)
Value$360.0K (+$5.2K)
Filed 2026-11-03
VestGen Advisors, LLC
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$353.6K (+$4.3K)
Filed 2026-10-27
Alpine Bank Wealth Management
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$345.3K (+$4.2K)
Filed 2026-10-16
Willis Johnson Wealth, Inc.
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$343.1K (+$4.3K)
Filed 2026-11-03
Sightline Wealth Advisors, LLC
DECREASED
Shares793 from 2,072
Change-1,279 (-62%)
Value$342.1K (-$541.3K)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
INCREASED
Shares793 from 792
Change+1 (+0%)
Value$342.5K (+$4.8K)
Filed 2026-10-08
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$340.1K (+$4.1K)
Filed 2026-10-22
Linden Thomas Advisory Services, LLC
DECREASED
Shares785 from 861
Change-76 (-9%)
Value$339.1K (-$28.2K)
Filed 2026-10-19
Silverlake Wealth Management LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$338.0K (+$4.1K)
Filed 2026-10-21
Prosperity Financial Group, Inc.
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$337.8K (+$4.1K)
Filed 2026-10-29
CFG Wealth Management Services, Inc.
DECREASED
Shares779 from 813
Change-34 (-4%)
Value$337.0K (+$58.2K)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares773 from 754
Change+19 (+3%)
Value$333.7K (+$12.2K)
Filed 2026-10-16
Titleist Asset Management, LLC
INCREASED
Shares765 from 741
Change+24 (+3%)
Value$330.1K (+$13.9K)
Filed 2026-10-08
FAI Advisors, Inc.
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$328.9K (+$4.0K)
Filed 2026-10-27
Core Wealth Management, Inc.
DECREASED
Shares761 from 769
Change-8 (-1%)
Value$328.3K (+$590)
Filed 2026-10-22
Capital Investment Counsel, LLC
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$328.7K (+$4.0K)
Filed 2026-10-14
RMR Wealth Builders
INCREASED
Shares758 from 757
Change+1 (+0%)
Value$327.1K (+$4.3K)
Filed 2026-10-22
Diversify Wealth Management, LLC
DECREASED
Shares756 from 774
Change-18 (-2%)
Value$330.3K (+$4.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares756 from 774
Change-18 (-2%)
Value$330.3K (+$4.3K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
NEW
Shares755
Change+755
Value$325.8K
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares750 from 831
Change-81 (-10%)
Value$323.6K (-$30.6K)
Filed 2026-10-22
Chilton Capital Management LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$319.4K (+$3.9K)
Filed 2026-10-28
Sapient Capital LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$316.8K (+$3.9K)
Filed 2026-10-08
Cannon Financial Strategists, Inc.
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$312.1K (+$3.8K)
Filed 2026-10-19
Summit Place Financial Advisors, LLC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$310.8K (+$3.8K)
Filed 2026-10-23
Evanson Financial, LLC
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$309.1K (+$3.8K)
Filed 2026-10-23
Tepp RIA, LLC
DECREASED
Shares710 from 816
Change-106 (-13%)
Value$306.5K (-$41.4K)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares709
Change+709
Value$306.0K
Filed 2026-10-19
Shepherd Street Advisors LLC
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$312.2K (+$8.1K)
Filed 2026-10-21
Briggs Wealth Management, Inc
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$304.8K (+$3.7K)
Filed 2026-10-26
Legacy Advisors, LLC
INCREASED
Shares705 from 704
Change+1 (+0%)
Value$304.3K (+$4.0K)
Filed 2026-10-19
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$303.9K (+$3.7K)
Filed 2026-10-27
Pacific Center for Financial Services
INCREASED
Shares701 from 699
Change+2 (+0%)
Value$302.4K (+$4.4K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares700 from 650
Change+50 (+8%)
Value$302.2K (+$27.1K)
Filed 2026-10-13
BetterWealth, LLC
INCREASED
Shares698 from 551
Change+147 (+27%)
Value$276.0K (+$41.0K)
Filed 2026-10-15
Parkside Investments, LLC
INCREASED
Shares693 from 589
Change+104 (+18%)
Value$299.1K (+$48.0K)
Filed 2026-10-20
Bingham Private Wealth, LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$298.3K (+$3.6K)
Filed 2026-11-05
Canopy Partners, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$294.4K (+$3.6K)
Filed 2026-10-28
Salomon & Ludwin, LLC
DECREASED
Shares679 from 683
Change-4 (-1%)
Value$293.1K (+$2.4K)
Filed 2026-10-29
Florida Trust Wealth Management Co
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$291.4K (+$3.6K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$291.4K (+$3.6K)
Filed 2026-10-23
Grant Street Asset Management, Inc.
DECREASED
Shares667 from 668
Change-1 (0%)
Value$288.0K (+$3.3K)
Filed 2026-10-26
Marquette Asset Management, LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$285.3K (+$3.5K)
Filed 2026-10-09
QTR Family Wealth, LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$284.0K (+$3.5K)
Filed 2026-11-02
Ridgewood Investments LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$284.0K (+$3.5K)
Filed 2026-10-05
Summit Wealth Group LLC / Co
DECREASED
Shares656 from 686
Change-30 (-4%)
Value$283.2K (-$9.3K)
Filed 2026-10-29
Schorn Wealth LLC
INCREASED
Shares655 from 654
Change+1 (+0%)
Value$283.0K (+$4.1K)
Filed 2026-10-14
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$273.7K (+$3.3K)
Filed 2026-11-02
Carnegie Investment Counsel
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$273.2K (+$3.3K)
Filed 2026-10-20
RIA Advisory Group LLC
DECREASED
Shares632 from 697
Change-65 (-9%)
Value$272.7K (-$24.4K)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$271.9K (+$3.3K)
Filed 2026-10-16
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$270.2K (+$3.3K)
Filed 2026-10-26
LJI Wealth Management, LLC
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$265.5K (+$3.2K)
Filed 2026-10-28
Granite FO LLC
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$264.2K (+$3.2K)
Filed 2026-10-14
CRA Financial Services, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$259.0K (+$3.2K)
Filed 2026-10-16
Benchmark Financial, LLC
DECREASED
Shares586 from 680
Change-94 (-14%)
Value$252.8K (-$37.0K)
Filed 2026-10-16
Burney Co/
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$244.3K (+$3.0K)
Filed 2026-10-15
KPP Advisory Services LLC
DECREASED
Shares560 from 921
Change-361 (-39%)
Value$241.7K (-$151.1K)
Filed 2026-10-26
Albion Financial Group
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$240.9K (+$2.9K)
Filed 2026-10-21
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$239.6K (+$2.9K)
Filed 2026-11-04
Allegheny Financial Group
INCREASED
Shares552 from 551
Change+1 (+0%)
Value$238.5K (+$3.5K)
Filed 2026-11-05
MCF Advisors LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$237.4K (+$2.9K)
Filed 2026-10-28
Kearns & Associates LLC
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$237.0K (+$2.9K)
Filed 2026-10-09
Optivise Advisory Services LLC
DECREASED
Shares545 from 549
Change-4 (-1%)
Value$235.3K (+$1.2K)
Filed 2026-10-19
Apollon Wealth Management, LLC
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$235.2K (+$2.9K)
Filed 2026-10-23
Private Wealth Management Group, LLC
DECREASED
Shares535 from 645
Change-110 (-17%)
Value$230.9K (-$44.1K)
Filed 2026-10-19
Schear Investment Advisers, LLC
NEW
Shares528
Change+528
Value$228.1K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares528 from 539
Change-11 (-2%)
Value$228.1K (-$1.7K)
Filed 2026-10-14
Parsons Capital Management Inc
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$226.6K (+$2.8K)
Filed 2026-10-28
Innova Wealth Partners
INCREASED
Shares518 from 517
Change+1 (+0%)
Value$223.8K (+$3.2K)
Filed 2026-10-21
GSG Advisors LLC
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$223.4K (+$2.7K)
Filed 2026-11-03
Marks Group Wealth Management, Inc
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$223.2K (+$2.7K)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares512 from 511
Change+1 (+0%)
Value$220.9K (+$3.1K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$220.1K (+$2.7K)
Filed 2026-11-04
Uptick Partners, LLC
DECREASED
Shares508 from 520
Change-12 (-2%)
Value$219.3K (-$2.4K)
Filed 2026-11-04
Friedenthal Financial
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$219.3K (+$2.7K)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares502 from 505
Change-3 (-1%)
Value$216.7K (+$1.4K)
Filed 2026-11-04
Bensler, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$215.8K (+$2.6K)
Filed 2026-11-05
Grove Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$215.8K (+$2.6K)
Filed 2026-10-08
Lake Street Private Wealth, LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$215.4K (+$2.6K)
Filed 2026-10-22
Omega Financial Group, LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$213.8K (+$2.6K)
Filed 2026-10-29
Financial Enhancement Group LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$216.7K (+$6.4K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
DECREASED
Shares491 from 503
Change-12 (-2%)
Value$212.0K (-$2.5K)
Filed 2026-11-04
Shepherd Financial Partners LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$211.9K (+$2.6K)
Filed 2026-11-03
Principle Wealth Partners LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$209.9K (+$2.7K)
Filed 2026-11-02
Power Wealth Management LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$209.4K (+$2.6K)
Filed 2026-10-27
Aletheian Wealth Advisors LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$208.9K (+$2.5K)
Filed 2026-10-08
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$208.1K (+$2.5K)
Filed 2026-10-14
Flagship Private Wealth, LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$206.6K (+$2.5K)
Filed 2026-11-05
FF Advisors,LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$205.5K (+$2.5K)
Filed 2026-10-21
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares475 from 474
Change+1 (+0%)
Value$205.0K (+$2.7K)
Filed 2026-10-16
Globalt Investments LLC / GA
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$204.6K (+$2.5K)
Filed 2026-10-27
Morton Capital Management LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$204.6K (+$2.5K)
Filed 2026-10-23
Phillips Financial Management, LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$204.2K (+$2.5K)
Filed 2026-10-19
Wealth Advisors Northwest LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$204.2K (+$2.5K)
Filed 2026-10-29
Davenport & Co LLC
DECREASED
Shares470 from 473
Change-3 (-1%)
Value$202.8K (+$1.2K)
Filed 2026-10-14
Linscomb Wealth, Inc.
DECREASED
Shares469 from 474
Change-5 (-1%)
Value$202.4K (+$335)
Filed 2026-11-05
Align Financial, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$200.7K (+$2.4K)
Filed 2026-10-16
McCarley & Cook Financial Planners
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$200.7K (+$2.4K)
Filed 2026-10-21
Newton One Investments LLC
DECREASED
Shares464 from 469
Change-5 (-1%)
Value$200.5K (+$347)
Filed 2026-10-14
Pittenger & Anderson Inc
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$184.8K (+$2.3K)
Filed 2026-11-02
Parkside Financial Bank & Trust
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$182.6K (+$2.4K)
Filed 2026-10-27
Trust Co
INCREASED
Shares392 from 289
Change+103 (+36%)
Value$169.4K (+$46.1K)
Filed 2026-10-09
Security National Bank
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$163.6K (+$2.0K)
Filed 2026-10-26
TFC Financial Management, Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$161.9K (+$2.0K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$158.9K (+$1.9K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
NEW
Shares360
Change+360
Value$155.3K
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares323 from 358
Change-35 (-10%)
Value$139.4K (-$13.2K)
Filed 2026-11-02
Key FInancial Inc
DECREASED
Shares306 from 425
Change-119 (-28%)
Value$132.1K (-$49.1K)
Filed 2026-11-02
Abound Wealth Management
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$131.6K (+$1.6K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$129.5K (+$1.6K)
Filed 2026-10-05
TD Waterhouse Canada Inc.
NEW
Shares298
Change+298
Value$128.9K
Filed 2026-10-16
Cranbrook Wealth Management, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$118.7K (+$1.4K)
Filed 2026-10-28
Concord Wealth Partners
INCREASED
Shares264 from 263
Change+1 (+0%)
Value$113.8K (+$1.6K)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
DECREASED
Shares261 from 372
Change-111 (-30%)
Value$112.7K (-$46.0K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$106.2K (+$1.3K)
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$103.6K (+$1.3K)
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$103.7K (+$1.3K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares236 from 248
Change-12 (-5%)
Value$102.1K (-$3.7K)
Filed 2026-10-13
Tower View Wealth Management LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$102.1K (+$1.5K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares200 from 395
Change-195 (-49%)
Value$86.3K (-$82.1K)
Filed 2026-10-27
Realta Investment Advisors
DECREASED
Shares200 from 395
Change-195 (-49%)
Value$86.3K (-$82.1K)
Filed 2026-10-14
Pflug Koory, LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$85.9K (+$1.2K)
Filed 2026-10-26
Legacies Wealth LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$75.5K (+$921)
Filed 2026-11-02
Lodestone Wealth Management LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$71.7K (+$874)
Filed 2026-10-14
Laurel Wealth Advisors LLC
NEW
Shares165
Change+165
Value$71.2K
Filed 2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$63.9K (+$779)
Filed 2026-11-04
RMG Wealth Management LLC
INCREASED
Shares132 from 95
Change+37 (+39%)
Value$57.0K (+$15.2K)
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares131
Change+131
Value$56.5K
Filed 2026-10-30
Center for Financial Planning, Inc.
DECREASED
Shares131 from 139
Change-8 (-6%)
Value$56.5K (-$2.7K)
Filed 2026-10-26
Advocate Investing Services LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$54.4K (+$663)
Filed 2026-10-26
Horizons Wealth Management
NEW
Shares116
Change+116
Value$50.1K
Filed 2026-10-05
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$47.5K (+$579)
Filed 2026-10-26
Hughes Financial Services, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$47.1K (+$1.1K)
Filed 2026-10-30
Chung Wu Investment Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$43.2K (+$526)
Filed 2026-11-03
Washington Trust Advisors, Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$40.1K (+$489)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares88 from 100
Change-12 (-12%)
Value$38.0K (-$4.7K)
Filed 2026-10-26
Bangor Savings Bank
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$36.7K (+$447)
Filed 2026-10-06
Breakwater Investment Management
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$35.8K (+$436)
Filed 2026-10-20
Gamma Investing LLC
DECREASED
Shares64 from 128
Change-64 (-50%)
Value$27.6K (-$27.0K)
Filed 2026-10-08
High Point Wealth Management, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$24.7K (+$357)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$24.2K (+$295)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
NEW
Shares54
Change+54
Value$23.3K
Filed 2026-10-28
Cullen T Bankers, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$22.0K (+$269)
Filed 2026-10-28
Financial Perspectives, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$21.6K (+$263)
Filed 2026-11-03
Oakworth Capital, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$19.0K (+$231)
Filed 2026-10-26
Creative Capital Management Investments LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$13.4K (+$163)
Filed 2026-10-28
MB, Levis & Associates, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$11.5K (+$166)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares25
Change+25
Value$10.8K
Filed 2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$10.8K (+$132)
Filed 2026-10-09
Nova Financial LLC
NEW
Shares19
Change+19
Value$8.2K
Filed 2026-11-04
MH & Associates Securities Management Corp
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$6.0K (+$74)
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares12
Change+12
Value$5.2K
Filed 2026-11-05
Armor Investment Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.7K (+$58)
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.3K (+$53)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.3K (+$53)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.3K (+$53)
Filed 2026-10-07
Simplex Trading, LLC
DECREASED
Shares7 from 173
Change-166 (-96%)
Value$3.0K (-$70.7K)
Filed 2026-11-04
Proathlete Wealth Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.2K (+$32)
Filed 2026-10-15
Strategic Advocates LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.2K (+$26)
Filed 2026-11-03
Bfsg, LLC
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$1.7K (-$405)
Filed 2026-10-30
Nfsg Corp
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$868 (+$13)
Filed 2026-10-15
Nemes Rush Group LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$432 (+$6)
Filed 2026-11-04
XY Planning Network, Inc.
CLOSED
Shares0 from 6,565
Change-6,565 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-14
Performa Ltd (US), LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 2,236
Change-2,236 (-100%)
Value$0 (-$953.4K)
Filed 2026-11-03
Brian LOW Financial Group, LLC
CLOSED
Shares0 from 2,151
Change-2,151 (-100%)
Value$0 (-$917.2K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 2,060
Change-2,060 (-100%)
Value$0 (-$878.4K)
Filed 2026-10-21
Atria Investments, Inc
CLOSED
Shares0 from 2,004
Change-2,004 (-100%)
Value$0 (-$854.5K)
Filed 2026-10-15
Pathway Financial Advisors LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$680.4K)
Filed 2026-10-07
Global View Capital Management LLC
CLOSED
Shares0 from 1,511
Change-1,511 (-100%)
Value$0 (-$644.3K)
Filed 2026-10-28
Wlth Capital Management, LLC
CLOSED
Shares0 from 1,013
Change-1,013 (-100%)
Value$0 (-$431.9K)
Filed 2026-10-20
United Advisor Group, LLC
CLOSED
Shares0 from 831
Change-831 (-100%)
Value$0 (-$354.3K)
Filed 2026-11-03
Thrivent Financial for Lutherans
CLOSED
Shares0 from 776
Change-776 (-100%)
Value$0 (-$331.0K)
Filed 2026-11-05
TritonPoint Partners, LLC
CLOSED
Shares0 from 694
Change-694 (-100%)
Value$0 (-$295.9K)
Filed 2026-11-05
First Command Advisory Services, Inc.
CLOSED
Shares0 from 514
Change-514 (-100%)
Value$0 (-$219.2K)
Filed 2026-11-05
Harfst & Associates, Inc.
CLOSED
Shares0 from 496
Change-496 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-20
Tsfg, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$171.0K)
Filed 2026-10-23
Stone House Investment Management, LLC
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$81.9K)
Filed 2026-10-23
Salem Investment Counselors Inc
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$51.2K)
Filed 2026-10-13
Toth Financial Advisory Corp
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$23.9K)
Filed 2026-10-08
Kingdom Financial Group Llc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-29
Goldman Sachs Group Inc
N/A
Shares— from 1,960,068
Change-1,960,068 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,858,646
Change-1,858,646 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 1,627,426
Change-1,627,426 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,155,278
Change-1,155,278 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,004,513
Change-1,004,513 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 993,509
Change-993,509 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 680,045
Change-680,045 (-100%)
Value—
UNC Management Company, Inc.
N/A
Shares— from 529,017
Change-529,017 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 503,370
Change-503,370 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 479,995
Change-479,995 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 465,469
Change-465,469 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 440,213
Change-440,213 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 405,547
Change-405,547 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 348,820
Change-348,820 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 319,386
Change-319,386 (-100%)
Value—
FMR LLC
N/A
Shares— from 301,846
Change-301,846 (-100%)
Value—
UBS Group AG
N/A
Shares— from 295,890
Change-295,890 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 292,440
Change-292,440 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 244,347
Change-244,347 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 242,291
Change-242,291 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 212,799
Change-212,799 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 202,285
Change-202,285 (-100%)
Value—
Blair William & Co
N/A
Shares— from 193,707
Change-193,707 (-100%)
Value—
Stephens Inc
N/A
Shares— from 177,801
Change-177,801 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 167,834
Change-167,834 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 159,700
Change-159,700 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 159,675
Change-159,675 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 159,058
Change-159,058 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 156,335
Change-156,335 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 151,447
Change-151,447 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 149,816
Change-149,816 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 148,874
Change-148,874 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 146,205
Change-146,205 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 145,453
Change-145,453 (-100%)
Value—
Commerce Bank
N/A
Shares— from 145,100
Change-145,100 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 143,298
Change-143,298 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 138,773
Change-138,773 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 136,855
Change-136,855 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 127,832
Change-127,832 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 125,851
Change-125,851 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 124,004
Change-124,004 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 119,191
Change-119,191 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 117,905
Change-117,905 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 116,454
Change-116,454 (-100%)
Value—
Wind River Trust Co
N/A
Shares— from 113,918
Change-113,918 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 109,483
Change-109,483 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 109,289
Change-109,289 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 103,636
Change-103,636 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 98,874
Change-98,874 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 93,596
Change-93,596 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 91,682
Change-91,682 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 90,538
Change-90,538 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 85,698
Change-85,698 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 78,942
Change-78,942 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 74,325
Change-74,325 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 74,224
Change-74,224 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 66,920
Change-66,920 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 60,355
Change-60,355 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 59,839
Change-59,839 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 58,190
Change-58,190 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 57,571
Change-57,571 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 48,145
Change-48,145 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 47,784
Change-47,784 (-100%)
Value—
Nepc LLC
N/A
Shares— from 46,031
Change-46,031 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 42,663
Change-42,663 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 41,483
Change-41,483 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 40,240
Change-40,240 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 37,867
Change-37,867 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 36,119
Change-36,119 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 34,374
Change-34,374 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 33,691
Change-33,691 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 31,236
Change-31,236 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 29,975
Change-29,975 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,521
Change-29,521 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 28,354
Change-28,354 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 27,962
Change-27,962 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 26,127
Change-26,127 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 25,431
Change-25,431 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 24,275
Change-24,275 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 23,748
Change-23,748 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 23,199
Change-23,199 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,630
Change-22,630 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,370
Change-22,370 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 22,161
Change-22,161 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 22,118
Change-22,118 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 22,103
Change-22,103 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 21,419
Change-21,419 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 21,109
Change-21,109 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 20,818
Change-20,818 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 20,455
Change-20,455 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 19,334
Change-19,334 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,837
Change-18,837 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 18,574
Change-18,574 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 18,515
Change-18,515 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,378
Change-18,378 (-100%)
Value—
Legacy Trust
N/A
Shares— from 18,331
Change-18,331 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 17,713
Change-17,713 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 17,421
Change-17,421 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,994
Change-16,994 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 16,691
Change-16,691 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 16,481
Change-16,481 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16,130
Change-16,130 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 15,860
Change-15,860 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 15,643
Change-15,643 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,344
Change-15,344 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 14,928
Change-14,928 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 14,796
Change-14,796 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 14,588
Change-14,588 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,352
Change-14,352 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 13,962
Change-13,962 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 13,520
Change-13,520 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 13,244
Change-13,244 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 12,875
Change-12,875 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 12,814
Change-12,814 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 12,154
Change-12,154 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,133
Change-12,133 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 11,854
Change-11,854 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 11,437
Change-11,437 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 11,267
Change-11,267 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 11,226
Change-11,226 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,134
Change-11,134 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,880
Change-10,880 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,709
Change-10,709 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,780
Change-9,780 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 9,714
Change-9,714 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 9,608
Change-9,608 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,421
Change-9,421 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 9,385
Change-9,385 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 9,363
Change-9,363 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 9,249
Change-9,249 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 9,066
Change-9,066 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 9,031
Change-9,031 (-100%)
Value—
Simmons Bank
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,789
Change-8,789 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,662
Change-8,662 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 8,103
Change-8,103 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 7,948
Change-7,948 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 7,516
Change-7,516 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,334
Change-7,334 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 6,945
Change-6,945 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 6,702
Change-6,702 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6,690
Change-6,690 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,271
Change-6,271 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,082
Change-6,082 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 6,067
Change-6,067 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,629
Change-5,629 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,622
Change-5,622 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 5,566
Change-5,566 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 5,211
Change-5,211 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 4,888
Change-4,888 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,177
Change-4,177 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,517
Change-3,517 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
&partners
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 995
Change-995 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 987
Change-987 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Members Trust Co
N/A
Shares— from 975
Change-975 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 955
Change-955 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 944
Change-944 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 938
Change-938 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 934
Change-934 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 919
Change-919 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Nwam LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 864
Change-864 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 855
Change-855 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 820
Change-820 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 807
Change-807 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 783
Change-783 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 764
Change-764 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 764
Change-764 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 761
Change-761 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 754
Change-754 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 700
Change-700 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 673
Change-673 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 662
Change-662 (-100%)
Value—
Naviter Wealth, LLC
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Change-650 (-100%)
Value—
Empire Financial Management Company, LLC
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Shares— from 634
Change-634 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 634
Change-634 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 627
Change-627 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 611
Change-611 (-100%)
Value—
BSW Wealth Partners
N/A
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Iconiq Capital, LLC
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Change-603 (-100%)
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CCG Wealth Management, LLC
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Napier Financial, LLC
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Rothschild Investment LLC
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Wayfinding Financial, LLC
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Shares— from 584
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Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
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Change-582 (-100%)
Value—
Mutual Advisors, LLC
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Shares— from 568
Change-568 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 561
Change-561 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 540
Change-540 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 531
Change-531 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Synergy Investment Management, LLC
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Riverstone Advisors, LLC
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Campion Asset Management
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Legacy Edge Advisors, LLC
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Freestone Capital Holdings, LLC
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Paces Ferry Wealth Advisors, LLC
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GWN Securities Inc.
N/A
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Change-491 (-100%)
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Auxano Advisors, LLC
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Austin Wealth Management, LLC
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Change-490 (-100%)
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Tradition Wealth Management, LLC
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Change-489 (-100%)
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Estate Planners Group, LLC
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Shares— from 488
Change-488 (-100%)
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VSM Wealth Advisory, LLC
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Whalerock Point Partners, LLC
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Catalyst Financial Partners LLC
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Millennium Management LLC
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Change-482 (-100%)
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Foundations Investment Advisors, LLC
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Shares— from 477
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CFO4Life Group, LLC
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Prestige Wealth Management Group LLC
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Shares— from 407
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Financial Gravity Companies, Inc.
N/A
Shares— from 390
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Kilter Group LLC
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Ritter Daniher Financial Advisory LLC / de
N/A
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National Bank of Canada
N/A
Shares— from 343
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Addison Advisors LLC
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Front Row Advisors LLC
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NWK Group, Inc.
N/A
Shares— from 293
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SHP Wealth Management
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one8zero8, LLC
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Rowlandmiller & Partners.adv
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Howe & Rusling Inc
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Founders Financial Alliance, LLC
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Gould Capital, LLC
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Russell Investments Group, Ltd.
N/A
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Fiduciary Financial Advisors
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Millstone Evans Group, LLC
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Centennial Bank
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ST Germain D J Co Inc
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WealthShield Partners, LLC
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Strategic Wealth Advisors LLC
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Silicon Valley Capital Partners
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MidFirst Bank
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Delta Asset Management LLC
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Tidemark, LLC
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Atlantic Private Wealth, LLC
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Ballast Advisors LLC
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Tiaa Wealth Investment Management LLC
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Copia Wealth Management
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Shares— from 117
Change-117 (-100%)
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Aventura Private Wealth, LLC
N/A
Shares— from 116
Change-116 (-100%)
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Federation des caisses Desjardins du Quebec
N/A
Shares— from 106
Change-106 (-100%)
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London Co of Virginia
N/A
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Monetary Management Group Inc
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Change-100 (-100%)
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JDM Financial Group LLC
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Motco
N/A
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Change-68 (-100%)
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Sittner & Nelson, LLC
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Game Plan Financial Advisors, LLC
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Change-60 (-100%)
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Coston, McIsaac & Partners
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Change-59 (-100%)
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Walsh & Associates, LLC
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Regatta Research & Money Management
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Cardiff Park Advisors, LLC
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CNB Bank
N/A
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Change-50 (-100%)
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Group One Trading LLC
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Operose Advisors LLC
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Change-49 (-100%)
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Cambient Family Office, LLC
N/A
Shares— from 42
Change-42 (-100%)
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Imprint Wealth LLC
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Shares— from 34
Change-34 (-100%)
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Mcguire Capital Advisors Inc
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Frazier Financial Advisors, LLC
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Change-31 (-100%)
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Glen Eagle Advisors, LLC
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Change-30 (-100%)
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FWL Investment Management, LLC
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Change-30 (-100%)
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Delos Wealth Advisors, LLC
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Shares— from 28
Change-28 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 23
Change-23 (-100%)
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Morris Financial Concepts, Inc.
N/A
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Change-23 (-100%)
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Vision Retirement, LLC
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Change-20 (-100%)
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GW&K Investment Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Continuum Advisory, LLC
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Shares— from 12
Change-12 (-100%)
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Silver OAK Securities, Incorporated
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED336,934331,519+5,415+2%$141.4M$145.4M+$4.1M2026-11-05
Evensky & Katz LLC
DECREASED327,253336,531-9,278-3%$143.5M$141.3K-$143.4M2026-10-27
Tlwm
DECREASED283,869292,816-8,947-3%$124.9M$122.5M-$2.3M2026-10-09
Lido Advisors, LLC
DECREASED265,348268,919-3,571-1%$114.7M$114.5M-$126.7K2026-11-04
Sentinel Trust Co LBA
DECREASED247,548250,902-3,354-1%$107.0K$106.9M+$106.8M2026-11-03
Bricktown Capital, LLC
INCREASED192,859187,144+5,715+3%$79.8M$83.2M+$3.5M2026-10-13
Calamos Wealth Management LLC
DECREASED159,634163,526-3,892-2%$69.7M$68.9M-$819.9K2026-11-02
Fifth Third Bancorp
DECREASED134,180144,384-10,204-7%$61.6M$57.9M-$3.6M2026-11-05
Greenspring Advisors, LLC
INCREASED106,99453,486+53,508+100%$22.8M$46.2M+$23.4M2026-11-05
Commonwealth Equity Services, LLC
DECREASED102,696108,567-5,871-5%$46.3M$44.3M-$2.0M2026-11-02
AlphaCore Capital LLC
DECREASED100,012102,427-2,415-2%$43.7M$43.2M-$503.5K2026-11-04
Provenance Wealth Advisors, LLC
INCREASED83,94478,528+5,416+7%$33.5M$36.2M+$2.8M2026-10-30
Heck Capital Advisors, LLC
DECREASED79,995124,292-44,297-36%$53.0M$34.5M-$18.5M2026-10-14
HB Wealth Management, LLC
DECREASED79,66380,702-1,039-1%$34.4M$34.4M-$24.4K2026-10-23
Brooklyn FI, LLC
DECREASED76,41979,177-2,758-3%$33.6M$33.3M-$365.2K2026-11-05
Epiq Partners, LLC
INCREASED74,54571,755+2,790+4%$30.6M$32.2M+$1.6M2026-10-07
Brighton Jones LLC
DECREASED73,43076,042-2,612-3%$32.4M$31.7M-$727.3K2026-11-03
CIBC Asset Management Inc
DECREASED73,27987,817-14,538-17%$37.4M$31.6M-$5.8M2026-11-05
Great Diamond Partners, LLC
DECREASED71,65572,221-566-1%$30.8M$30.9M+$135.6K2026-10-13
Finley Financial, LLC
DECREASED68,00369,374-1,371-2%$29.6M$29.4M-$163.7K2026-10-28
Waldron Private Wealth LLC
DECREASED63,88978,861-14,972-19%$33.6M$27.6M-$6.0M2026-11-02
US Bancorp \de\
DECREASED61,23163,550-2,319-4%$27.1M$26.4M-$666.7K2026-11-05
Tanglewood Wealth Management, Inc.
DECREASED56,65274,519-17,867-24%$31.8M$24.5M-$7.3M2026-10-23
BIP Wealth, LLC
INCREASED56,5404,405+52,135+1184%$1.9M$24.4M+$22.5M2026-10-22
Diversified Portfolios, Inc.
DECREASED56,02856,280-2520%$24.0M$24.2M+$187.3K2026-11-04
Stairway Partners, LLC
DECREASED55,80456,534-730-1%$24.1M$24.1M-$17.7K2026-10-02
Citizens Financial Group Inc
DECREASED53,90654,790-884-2%$23.4M$23.3M-$93.7K2026-10-23
Truist Financial Corp
DECREASED52,28653,370-1,084-2%$22.8M$22.6M-$187.2K2026-10-30
Citigroup Inc
INCREASED52,16752,068+99+0%$22.2M$22.5M+$316.6K2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED52,03052,369-339-1%$22.3M$22.5M+$129.1K2026-10-13
KDK Private Wealth Management, LLC
INCREASED48,17646,734+1,442+3%$19.9M$20.8M+$868.1K2026-11-03
Creative Planning
INCREASED47,69144,680+3,011+7%$19.1M$20.6M+$1.5M2026-11-02
Moss Adams Wealth Advisors LLC
INCREASED43,45141,783+1,668+4%$17.8M$18.8M+$939.8K2026-10-28
Fund Evaluation Group, LLC
DECREASED42,00842,134-1260%$18.0M$18.1M+$167.2K2026-11-05
Embree Financial Group
DECREASED41,44341,512-690%$17.7M$17.9M+$188.5K2026-10-22
Crestwood Advisors Group, LLC
INCREASED41,36841,335+33+0%$17.6M$17.9M+$231.4K2026-10-27
First Horizon Corp
UNCHANGED41,22941,22900%$17.6M$17.8M+$216.9K2026-10-26
Tanager Wealth Management LLP
INCREASED39,05635,804+3,252+9%$15.3M$16.9M+$1.6M2026-10-19
Strategic Investment Management, LLC
DECREASED37,53041,391-3,861-9%$17.6M$16.2M-$1.4M2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED36,84436,574+270+1%$15.7M$16.1M+$434.5K2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED36,55436,947-393-1%$15.8M$15.8M+$24.7K2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED35,93235,323+609+2%$15.1M$15.5M+$482.1K2026-11-04
Allen Investment Management, LLC
UNCHANGED35,36335,36300%$15.1M$15.3M+$186.0K2026-11-03
JFS Wealth Advisors, LLC
DECREASED30,87031,561-691-2%$13.5M$13.3M-$132.0K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED30,56930,025+544+2%$12.8M$13.2K-$12.8M2026-11-02
Kestra Advisory Services, LLC
DECREASED30,26940,750-10,481-26%$17.4M$13.1M-$4.3M2026-11-02
jvl associates llc
UNCHANGED29,12729,12700%$12.4M$12.6M+$153.2K2026-10-09
Balentine LLC
DECREASED28,74343,941-15,198-35%$18.7M$12.4M-$6.3M2026-11-03
Post Resch Tallon Group Inc.
INCREASED28,34427,757+587+2%$11.8M$12.2M+$399.3K2026-10-09
Blue Trust, Inc.
INCREASED28,071328+27,743+8458%$140.0K$12.1M+$12.0M2026-10-15
One Day In July LLC
DECREASED27,05227,411-359-1%$11.7M$11.7M-$10.8K2026-10-30
Rebalance, LLC
INCREASED24,23824,185+53+0%$10.3M$10.5M+$150.3K2026-10-22
Keybank National Association
DECREASED23,31623,484-168-1%$10.0M$10.1M+$51.0K2026-11-04
Brookstone Capital Management
INCREASED22,79222,665+127+1%$9.7M$9.8M+$173.9K2026-10-22
Mueller Wealth, LLC
INCREASED22,52821,245+1,283+6%$9.1M$9.7M+$665.2K2026-11-05
Norris Perne & French LLP
DECREASED22,14122,541-400-2%$9.6M$9.6M-$54.1K2026-10-23
St. Louis Trust Co
INCREASED21,77421,772+2+0%$5.3M$9.4M+$4.1M2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED21,41221,41200%$9.1M$9.2M+$112.6K2026-10-23
Anchyra Partners LLC
INCREASED20,75919,989+770+4%$8.5M$9.0M+$437.5K2026-10-13
Apella Capital, LLC
INCREASED20,47220,446+26+0%$8.7M$9.0M+$279.4K2026-10-08
Parallel Advisors, LLC
INCREASED20,290224+20,066+8958%$95.5K$8.8M+$8.7M2026-11-03
Aspiriant, LLC
INCREASED19,69119,662+29+0%$8.4M$8.5M+$115.8K2026-10-16
Forte Asset Management LLC
INCREASED18,90518,733+172+1%$8.0M$8.2M+$172.8K2026-10-13
BigSur Wealth Management LLC
DECREASED18,80025,200-6,400-25%$10.7M$8.1M-$2.6M2026-10-13
West Paces Advisors Inc.
INCREASED18,39917,766+633+4%$7.6M$7.9M+$366.7K2026-10-13
Strategic Equity Management
DECREASED17,86553,092-35,227-66%$22.6M$7.7M-$14.9M2026-11-04
Elyxium Wealth, LLC
UNCHANGED17,73017,73000%$7.6M$7.7M+$93.3K2026-10-27
Vise Technologies, Inc.
INCREASED17,57013,545+4,025+30%$5.8M$7.6M+$1.8M2026-10-29
Triune Financial Partners, LLC
INCREASED17,45017,410+40+0%$7.4M$7.5M+$109.0K2026-11-03
Winthrop Advisory Group LLC
DECREASED16,50016,711-211-1%$7.1M$7.1M-$3.2K2026-10-22
MPS Loria Financial Planners, LLC
INCREASED15,95213,100+2,852+22%$5.6M$6.9M+$1.3M2026-10-14
Mission Wealth Management, LP
DECREASED15,46215,777-315-2%$6.7M$6.7M-$53.0K2026-10-15
Aries Wealth Management
UNCHANGED15,29415,29400%$6.5M$6.6M+$80.4K2026-10-23
Ascent Wealth Partners, LLC
UNCHANGED14,59914,59900%$6.2M$6.3M+$76.8K2026-10-23
Midwest Professional Planners, Ltd.
DECREASED14,41015,165-755-5%$6.5M$6.2M-$246.3K2026-10-29
Chicago Partners Investment Group LLC
INCREASED14,32510,402+3,923+38%$4.4M$6.2M+$1.8M2026-10-27
Financial Council, LLC
DECREASED13,86014,651-791-5%$6.2M$6.0M-$264.6K2026-11-02
Sowell Financial Services LLC
DECREASED13,81913,867-480%$5.9M$6.0M+$52.2K2026-10-23
SAX Wealth Advisors, LLC
INCREASED13,67113,630+41+0%$5.1M$5.9M+$849.0K2026-10-13
Halbert Hargrove Global Advisors, LLC
DECREASED13,43014,354-924-6%$6.1M$5.8M-$323.4K2026-10-16
William Howard & Co Financial Advisors Inc
DECREASED13,02313,778-755-5%$5.9M$5.6M-$253.4K2026-11-04
Aquire Wealth Advisors, LLC
DECREASED12,69812,834-136-1%$5.5M$5.5M+$8.8K2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED12,36012,344+16+0%$5.3M$5.3M+$71.9K2026-10-20
Blue Fin Capital, Inc.
DECREASED11,83111,859-280%$5.1M$5.1M+$50.3K2026-10-28
Simon Quick Advisors, LLC
DECREASED11,77811,845-67-1%$5.1M$5.1M+$33.3K2026-10-26
Xponance LLC
DECREASED11,40518,575-7,170-39%$7.9M$4.9M-$3.0M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED10,7849,090+1,694+19%$3.9M$4.7M+$779.2K2026-10-16
Single Point Partners, LLC
INCREASED10,70210,695+7+0%$4.6M$4.6M+$59.1K2026-10-19
Intelligence Driven Advisers, LLC
DECREASED10,34610,691-345-3%$4.6M$4.5M-$92.7K2026-10-09
First Heartland Consultants, Inc.
DECREASED10,09710,724-627-6%$4.6M$4.4M-$214.2K2026-10-08
Certuity, LLC
INCREASED9,7379,720+17+0%$4.1M$4.2M+$58.5K2026-11-02
Norden Group LLC
DECREASED9,3749,711-337-3%$4.1M$4.0M-$94.5K2026-10-20
Fort Washington Investment Advisors Inc
DECREASED9,3719,379-80%$4.0M$4.0M+$45.9K2026-10-15
Lakeshore Financial Planning, Inc.
UNCHANGED8,8978,89700%$3.8M$3.8M+$46.8K2026-10-13
Family Office Research LLC
INCREASED8,8878,872+15+0%$3.8M$3.8M+$53.0K2026-10-14
Washington Trust Co
DECREASED8,3908,562-172-2%$3.7M$3.6M-$29.2K2026-10-22
First Hawaiian Bank
UNCHANGED8,1078,10700%$3.5M$3.5M+$42.6K2026-10-14
GC Wealth Management RIA, LLC
INCREASED7,6957,027+668+10%$3.0M$3.3M+$325.3K2026-11-02
Prospera Financial Services Inc
INCREASED7,4501,511+5,939+393%$648.0K$3.2M+$2.6M2026-11-04
Renasant Bank
UNCHANGED7,3267,32600%$3.1M$3.2M+$38.5K2026-11-05
Meridian Financial Partners LLC
DECREASED7,1347,209-75-1%$3.1M$3.1M+$19.8K2026-10-23
Wealthcare Capital Management LLC
DECREASED7,0627,653-591-8%$3.3M$3.0M-$214.9K2026-10-21
Beacon Investment Advisory Services, Inc.
INCREASED6,938777+6,161+793%$331.3K$3.0M+$2.7M2026-10-13
Badgley Phelps Wealth Managers, LLC
DECREASED6,8797,088-209-3%$3.0M$3.0M-$52.9K2026-10-22
Wedmont Private Capital
INCREASED6,8586,843+15+0%$2.9M$3.0M+$65.8K2026-10-09
Bernardo Wealth Planning LLC
INCREASED6,8223,411+3,411+100%$1.5M$2.9M+$1.5M2026-10-23
Avant Financial Advisors LLC
DECREASED6,7176,764-47-1%$2.9M$2.9M+$15.3K2026-11-02
Fonville Wealth Management LLC
DECREASED6,6936,887-194-3%$2.9M$2.9M-$47.5K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED6,6416,572+69+1%$2.8M$2.9M+$64.7K2026-10-21
Modera Wealth Management, LLC
INCREASED6,4946,164+330+5%$2.6M$2.8M+$174.9K2026-10-28
Indivisible Partners
INCREASED6,3224,781+1,541+32%$2.0M$2.7M+$690.3K2026-10-26
City Holding Co
DECREASED6,2886,434-146-2%$2.7M$2.7M-$29.2K2026-10-19
Signature Resources Capital Management, LLC
DECREASED6,2266,380-154-2%$2.7M$2.7M-$32.9K2026-10-16
Sigma Planning Corp
DECREASED5,9487,818-1,870-24%$3.3M$2.6M-$768.8K2026-10-23
Sterling Capital Management LLC
DECREASED5,8136,833-1,020-15%$2.9M$2.5M-$404.4K2026-10-22
First National Trust Co
DECREASED5,6515,675-240%$2.4M$2.4M+$19.5K2026-10-28
Foundation Wealth Management, Llc\pa
DECREASED5,6408,541-2,901-34%$3.6M$2.4M-$1.2M2026-10-14
Yardley Wealth Management LLC
DECREASED5,6025,741-139-2%$2.4M$2.4M-$29.8K2026-10-23
Verum Partners LLC
UNCHANGED5,5395,53900%$2.4M$2.4M+$29.1K2026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED5,5005,50000%$2.3M$2.4M+$28.9K2026-10-15
Wesbanco Bank Inc
DECREASED5,4927,644-2,152-28%$3.3M$2.4M-$888.7K2026-11-04
Central Trust Co
UNCHANGED5,4845,48400%$2.3M$2.4M+$28.8K2026-11-05
Silvia Mccoll Wealth Management, LLC
UNCHANGED5,4485,44800%$2.3M$2.4M+$28.7K2026-10-07
Wealth Architects, LLC
UNCHANGED5,4305,43000%$2.3M$2.3M+$28.6K2026-11-03
Strategic Blueprint, LLC
DECREASED5,3755,590-215-4%$2.4M$2.3M-$63.4K2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED5,3115,280+31+1%$2.3M$2.3M+$41.1K2026-10-08
High Probability Advisors, LLC
UNCHANGED5,1805,18000%$2.2M$2.2M+$27.2K2026-10-19
Beacon Financial Group
DECREASED5,0715,105-34-1%$2.2M$2.2M+$12.2K2026-10-19
Castle Rock Wealth Management, LLC
DECREASED4,8926,184-1,292-21%$2.6M$2.2M-$472.2K2026-10-09
Wealthcare Advisory Partners LLC
UNCHANGED4,8424,84200%$2.1M$2.1M+$25.6K2026-10-21
Manchester Financial Inc
DECREASED4,7664,996-230-5%$2.1M$2.1M-$73.0K2026-10-15
Cohen Capital Management, Inc.
INCREASED4,6384,637+1+0%$2.0M$2.0M+$24.4K2026-10-14
Garde Capital, Inc.
UNCHANGED4,6284,62800%$2.0M$2.0M+$24.3K2026-10-29
Independence Bank of Kentucky
DECREASED4,6195,094-475-9%$2.2M$2.0M-$178.2K2026-10-26
Ledyard National Bank
DECREASED4,5894,806-217-5%$2.0M$2.0M-$68.4K2026-10-21
Asset Dedication, LLC
UNCHANGED4,5194,51900%$1.9M$2.0M+$23.8K2026-11-03
Motive Wealth Advisors
UNCHANGED4,5084,50800%$1.9M$1.9M+$23.7K2026-10-26
Chesley Taft & Associates LLC
DECREASED4,3034,458-155-3%$1.9M$1.9M-$43.5K2026-10-13
Tennessee Valley Asset Management Partners
UNCHANGED4,2494,24900%$1.8M$1.8M+$22.3K2026-11-03
Midwest Trust Co
DECREASED4,2094,373-164-4%$1.9M$1.8M-$47.8K2026-10-22
Canandaigua National Bank & Trust Co
UNCHANGED4,1504,15000%$1.8M$1.8M+$21.8K2026-10-07
Moneywise, Inc.
DECREASED4,12939,011-34,882-89%$16.6M$1.8M-$14.9M2026-10-30
Timonier Family Office, Ltd.
UNCHANGED4,1014,10100%$1.7M$1.8M+$21.6K2026-11-03
Brown Wealth Management, LLC
INCREASED4,0313,987+44+1%$1.7M$1.7M+$40.1K2026-10-20
Rossmore Private Capital
INCREASED3,9993,754+245+7%$1.6M$1.7M+$125.5K2026-10-27
Independent Financial Group, LLC
DECREASED3,9444,183-239-6%$1.8M$1.7M-$81.1K2026-10-13
King Luther Capital Management Corp
UNCHANGED3,7973,79700%$1.6M$1.6M+$20.0K2026-11-05
Retirement Planning Group, LLC
INCREASED3,7763,775+1+0%$1.6M$1.6M+$20.1K2026-10-19
Sensible Money, LLC
UNCHANGED3,7293,72900%$1.6M$1.6M+$19.6K2026-10-20
Augustine Asset Management Inc
UNCHANGED3,7143,71400%$1.6M$1.6M+$19.5K2026-10-13
Firestone Capital Management
DECREASED3,6753,732-57-2%$1.6M$1.6M-$5.0K2026-11-03
SilverOak Wealth Management LLC
DECREASED3,6343,666-32-1%$1.6M$1.6M+$5.5K2026-10-29
AMG National Trust Bank
INCREASED3,6153,315+300+9%$1.4M$1.6M+$146.9K2026-11-05
McClarren Financial Advisors, Inc.
DECREASED3,58910,165-6,576-65%$4.3M$1.5M-$2.8M2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED3,5473,54700%$1.5M$1.5M+$18.7K2026-10-22
New England Private Wealth Advisors LLC
DECREASED3,4973,653-156-4%$1.5M$1.5M-$27.3K2026-10-19
Smith Salley Wealth Management
INCREASED3,4953,413+82+2%$1.5M$1.5M+$53.0K2026-11-03
RFG - Bristol Wealth Advisors, LLC
DECREASED3,4833,923-440-11%$1.7M$1.5M-$169.3K2026-10-09
Phillip James Consulting Co.
INCREASED3,4121,361+2,051+151%$580.3K$1.5M+$892.5K2026-11-03
Abacus Planning Group, Inc.
UNCHANGED3,3873,38700%$1.4M$1.5M+$17.8K2026-11-02
Atala Financial Inc
UNCHANGED3,3833,38300%$1.4M$1.5M+$17.8K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED3,3633,368-50%$1.4M$1.5M+$15.4K2026-11-05
Cahaba Wealth Management, Inc.
DECREASED3,3323,372-40-1%$1.4M$1.4M+$4462026-10-26
ETF Portfolio Partners, Inc.
DECREASED3,3123,693-381-10%$1.6M$1.4M-$145.0K2026-10-22
CoreCap Advisors, LLC
INCREASED3,2713,226+45+1%$1.4M$1.4M+$36.4K2026-10-08
Graves Light Lenhart Wealth, Inc.
DECREASED3,2443,305-61-2%$1.4M$1.4M-$8.9K2026-10-09
Visionary Wealth Advisors
INCREASED3,2273,219+8+0%$1.4M$1.4M+$20.1K2026-11-04
Valeo Financial Advisors, LLC
UNCHANGED3,1943,19400%$1.4M$1.4M+$16.8K2026-10-08
Sonata Capital Group Inc
UNCHANGED3,1903,19000%$1.4M$1.4M+$16.8K2026-10-19
Crescent Grove Advisors, LLC
DECREASED3,1193,195-76-2%$1.4M$1.3M-$16.0K2026-10-21
Carter Financial Group, Inc.
UNCHANGED3,1153,11500%$1.3M$1.3M+$16.4K2026-10-21
Parcion Private Wealth LLC
DECREASED3,1073,110-30%$1.3M$1.3M+$15.1K2026-10-28
Sage Mountain Advisors LLC
UNCHANGED3,0533,05300%$1.3M$1.3M+$16.1K2026-11-02
Well Done, LLC
DECREASED3,0483,946-898-23%$1.7M$1.3M-$366.9K2026-10-20
E&G Advisors, LLC
UNCHANGED3,0023,00200%$1.3M$1.3M+$15.8K2026-10-13
American State Bank (Iowa)
UNCHANGED2,9992,99900%$1.3M$1.3M+$15.8K2026-11-03
Owl Creek Wealth Partners LLC
INCREASED2,9902,983+7+0%$1.3M$1.3M+$18.7K2026-10-20
Park Avenue Securities LLC
INCREASED2,9872,660+327+12%$1.1M$1.3K-$1.1M2026-10-26
XML Financial, LLC
INCREASED2,9672,961+6+0%$1.3M$1.3M+$18.2K2026-10-29
SkyOak Wealth, LLC
INCREASED2,9612,640+321+12%$1.1M$1.3M+$152.6K2026-10-28
International Assets Investment Management, LLC
UNCHANGED2,8812,88100%$1.2M$1.2M+$20.2K2026-11-02
Old Mission Investment Co LLC
UNCHANGED2,8002,80000%$1.2M$1.2M+$14.7K2026-10-22
GHP Investment Advisors, Inc.
DECREASED2,7962,910-114-4%$1.2M$1.2M-$33.7K2026-10-15
Beaumont Asset Management, L.L.C.
UNCHANGED2,7912,79100%$1.2M$1.2M+$14.7K2026-10-16
Glenview Trust Co
DECREASED2,7482,792-44-2%$1.2M$1.2M-$4.3K2026-10-28
Aprio Wealth Management, LLC
UNCHANGED2,7292,72900%$1.2M$1.2M+$14.4K2026-10-28
Naples Global Advisors, LLC
UNCHANGED2,7282,72800%$1.2M$1.2M+$14.3K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED2,6802,709-29-1%$1.2M$1.2M+$1.6K2026-10-13
Soltis Investment Advisors LLC
UNCHANGED2,6512,65100%$1.1M$1.1M+$13.9K2026-10-28
Facet Wealth, Inc.
INCREASED2,6422,048+594+29%$873.3K$1.1M+$267.1K2026-11-04
Asset Allocation & Management Company, LLC
UNCHANGED2,6412,64100%$1.1K$1.1K+$142026-10-13
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED2,6402,64000%$1.1M$1.1M+$13.9K2026-10-29
Hunter Associates Investment Management LLC
DECREASED2,5752,625-50-2%$1.1M$1.1K-$1.1M2026-10-26
Quadrant Private Wealth Management, LLC
NEW2,561—+2,561——$1.1M—2026-11-04
McGlone Suttner Wealth Management, Inc.
DECREASED2,5212,523-20%$1.1M$1.1M+$12.4K2026-10-13
W Advisors, LLC
INCREASED2,5202,512+8+0%$1.1M$1.1M+$17.1K2026-11-02
Wealth Management Partners, LLC
DECREASED2,5152,587-72-3%$1.1M$1.1M-$17.5K2026-10-21
Nestegg Advisors, Inc.
UNCHANGED2,4972,49700%$1.1M$1.1M+$13.1K2026-10-21
Farther Finance Advisors, LLC
INCREASED2,4872,146+341+16%$914.9K$1.1M+$158.8K2026-10-08
Coyle Financial Counsel LLC
UNCHANGED2,4602,46000%$1.0M$1.1M+$12.9K2026-10-28
Red Spruce Capital, LLC
INCREASED2,4082,375+33+1%$1.0M$1.0M+$26.7K2026-10-07
Anchor Capital Advisors LLC
NEW2,402—+2,402——$1.0M—2026-11-05
Acropolis Investment Management, LLC
UNCHANGED2,3552,35500%$1.0M$1.0M+$12.4K2026-10-08
Patten & Patten Inc
INCREASED2,3472,247+100+4%$958.1K$1.0M+$55.0K2026-10-26
Harbor Investment Advisory, LLC
DECREASED2,3352,358-23-1%$1.0M$1.0M+$2.5K2026-10-13
Kestra Private Wealth Services, LLC
UNCHANGED2,3342,33400%$995.0K$1.0M+$12.5K2026-10-30
Private Trust Co NA
UNCHANGED2,3292,32900%$993.1K$1.0M+$12.3K2026-10-20
Bayshore Capital Advisors, LLC
UNCHANGED2,3012,30100%$981.1K$993.3K+$12.1K2026-11-02
D.A. Davidson & Co.
INCREASED2,2782,007+271+14%$856.1K$983.5K+$127.4K2026-10-28
MSH Capital Advisors LLC
INCREASED2,2672,140+127+6%$912.5K$978.4K+$65.9K2026-11-03
Evergreen Capital Management LLC
UNCHANGED2,1222,12200%$904.8K$916.0K+$11.2K2026-10-23
Prosperity Planning, Inc.
DECREASED2,0982,280-182-8%$972.2K$905.6K-$66.6K2026-10-09
Burns J W & Co Inc
UNCHANGED2,0852,08500%$889.0K$900.0K+$11.0K2026-10-20
Choreo, LLC
UNCHANGED2,0772,07700%$885.6K$896.5K+$10.9K2026-10-28
AGH Wealth Advisors, LLC
DECREASED2,0562,106-50-2%$898.0K$887.5K-$10.5K2026-10-26
Martin Capital Advisors, LLP
UNCHANGED2,0402,04000%$869.9K$880.6K+$10.7K2026-10-15
Ascent Group, LLC
UNCHANGED2,0222,02200%$862.2K$872.8K+$10.6K2026-10-30
Greenwood Capital Associates LLC
DECREASED1,9412,871-930-32%$1.2M$837.9K-$386.3K2026-10-27
Perigon Wealth Management, LLC
INCREASED1,9411,940+1+0%$827.3K$837.9K+$10.6K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,9271,964-37-2%$837.4K$831.9K-$5.5K2026-10-14
Baring Financial LLC
DECREASED1,9212,205-284-13%$940.0K$829.4K-$110.6K2026-10-07
Bokf, NA
UNCHANGED1,8981,89800%$809.3K$819.3K+$10.0K2026-10-27
Forum Financial Management, LP
INCREASED1,8681,864+4+0%$794.8K$806.3K+$11.5K2026-10-16
Waystone Advisors LLC
UNCHANGED1,8421,84200%$785.4K$785.4K$02026-10-16
Armbruster Capital Management, Inc.
UNCHANGED1,8401,84000%$784.6K$794.3K+$9.7K2026-10-19
RKL Wealth Management LLC
INCREASED1,8271,823+4+0%$777.2K$788.6K+$11.4K2026-10-16
Climber Capital SA
UNCHANGED1,8001,80000%$766.0K$736.7K-$29.3K2026-10-20
Joel Isaacson & Co., LLC
INCREASED1,7741,772+2+0%$755.6K$765.9K+$10.3K2026-11-05
Ellis Investment Partners, LLC
INCREASED1,7521,750+2+0%$746.5K$756.5K+$10.0K2026-10-21
Cambridge Financial Group, LLC
UNCHANGED1,7321,73200%$738.5K$738.5K$02026-10-06
MTM Investment Management, LLC
UNCHANGED1,7201,72000%$733.4K$742.5K+$9.0K2026-10-30
Mullaney, Keating & Wright, Inc.
INCREASED1,7191,718+1+0%$732.5K$742.0K+$9.5K2026-10-19
First Interstate Bank
UNCHANGED1,7181,71800%$732.6K$741.6K+$9.0K2026-10-23
Burke & Herbert Bank & Trust Co
UNCHANGED1,7161,71600%$731.7K$740.7K+$9.0K2026-11-02
ASL Financial, LLC
UNCHANGED1,7151,71500%$731.3K$740.3K+$9.0K2026-10-15
Third View Private Wealth, LLC
UNCHANGED1,6901,69000%$720.6K$729.5K+$8.9K2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED1,6851,693-80%$721.9K$727.3K+$5.5K2026-11-03
Patten Group, Inc.
DECREASED1,6701,722-52-3%$734.3K$720.9K-$13.4K2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1,6531,65300%$704.8K$713.5K+$8.7K2026-10-23
Affinity Capital Advisors, LLC
DECREASED1,6371,643-60%$703.8K$721.9K+$18.2K2026-10-13
1834 Investment Advisors Co
DECREASED1,6301,731-101-6%$738.1K$703.6K-$34.5K2026-10-16
Grey Fox Wealth Advisors, LLC
UNCHANGED1,6301,63000%$695.0K$703.6K+$8.6K2026-11-03
Root Financial Partners, LLC
UNCHANGED1,6151,61500%$688.6K$697.1K+$8.5K2026-10-21
Associated Banc-Corp
NEW1,599—+1,599——$690.2K—2026-10-30
Boston Trust Walden Corp
UNCHANGED1,5901,59000%$678.0K$686.3K+$8.4K2026-10-30
Ashford Advisors, LLC
UNCHANGED1,5831,58300%$675.0K$683.3K+$8.3K2026-11-02
Foster Group, Inc.
DECREASED1,5821,634-52-3%$696.7K$682.9K-$13.9K2026-10-13
Wealth Effects LLC
UNCHANGED1,5691,56900%$669.0K$677.3K+$8.3K2026-10-23
USA Financial Formulas
NEW1,555—+1,555——$671.2K—2026-10-16
Stronghold Wealth Management L.L.C.
DECREASED1,5481,664-116-7%$709.5K$668.2K-$41.3K2026-10-16
RVW Wealth, LLC
UNCHANGED1,5221,52200%$649.0K$657.0K+$8.0K2026-10-06
Mitchell Sinkler & Starr
UNCHANGED1,5001,50000%$639.6K$647.5K+$7.9K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED1,4971,49700%$638.3K$646.4K+$8.0K2026-10-27
Midland Wealth Advisors, LLC
UNCHANGED1,4871,48700%$634.1K$641.9K+$7.8K2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED1,4631,388+75+5%$591.8K$631.6K+$39.8K2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED1,4631,46300%$623.8K$631.5K+$7.7K2026-10-16
Investmark Advisory Group LLC
INCREASED1,458729+729+100%$310.8K$629.4K+$318.5K2026-10-27
Mason & Associates, LLC
DECREASED1,4481,462-14-1%$623.4K$625.0K+$1.6K2026-10-26
Curry Webb Wealth Management LLC
UNCHANGED1,4351,43500%$611.9K$611.9K$02026-10-22
May Hill Capital, LLC
INCREASED1,4081,407+1+0%$600.1K$607.7K+$7.6K2026-11-03
Camden National Bank
INCREASED1,4051,390+15+1%$592.7K$606.5K+$13.8K2026-11-02
J.Safra Asset Management Corp
INCREASED1,4021,056+346+33%$450.2K$605.2K+$155.0K2026-11-03
Wedbush Securities Inc
UNCHANGED1,3971,39700%$596.0K$603-$595.4K2026-10-22
Spire Wealth Management
DECREASED1,3891,402-13-1%$597.9K$599.7K+$1.8K2026-10-30
Avantax Planning Partners, Inc.
INCREASED1,3361,028+308+30%$438.5K$576.7K+$138.2K2026-11-03
Ironwood Wealth Management, Llc.
DECREASED1,3241,572-248-16%$670.3K$571.5K-$98.8K2026-10-28
Meridian Wealth Management, LLC
DECREASED1,3201,322-20%$563.8K$569.9K+$6.1K2026-11-05
Schmidt P J Investment Management Inc
DECREASED1,3101,317-7-1%$561.6K$565.5K+$3.9K2026-11-02
Fluent Financial, LLC
INCREASED1,2791,160+119+10%$494.6K$552.1K+$57.5K2026-10-13
Detalus Advisors, LLC
DECREASED1,2711,276-50%$544.1K$548.6K+$4.6K2026-10-15
Oppenheimer & Co Inc
DECREASED1,2641,390-126-9%$592.7K$545.6K-$47.1K2026-10-26
Nations Financial Group Inc,
DECREASED1,25868,656-67,398-98%$29.3M$543.3K-$28.7M2026-11-05
CWA Asset Management Group, LLC
DECREASED1,2411,449-208-14%$617.9K$535.7K-$82.2K2026-10-19
Platt Wealth Management LLC
NEW1,234—+1,234——$532.0K—2026-11-04
TCI Wealth Advisors, Inc.
NEW1,227—+1,227——$529.5K—2026-10-30
Summit Financial Strategies, Inc.
UNCHANGED1,2211,22100%$520.6K$527.1K+$6.4K2026-10-14
Auour Investments LLC
UNCHANGED1,2081,20800%$515.1K$521.4K+$6.4K2026-10-28
Madrid Wealth Management, LLC
UNCHANGED1,2051,20500%$513.8K$520.2K+$6.3K2026-10-23
Greenhouse Wealth Management, LLC
UNCHANGED1,2041,20400%$509.5K$520.8K+$11.3K2026-10-20
Ferguson Wellman Capital Management, Inc
UNCHANGED1,2031,20300%$513.0K$519.3K+$6.3K2026-10-05
Mesirow Financial Investment Management, Inc.
UNCHANGED1,1991,19900%$511.1K$517.6K+$6.5K2026-11-05
Stone Wealth Partners
INCREASED1,192596+596+100%$254.1K$515.1K+$261.0K2026-11-05
William Mack & Associates, Inc.
DECREASED1,1921,258-66-5%$536.5K$514.6K-$21.9K2026-10-27
Plancorp, LLC
UNCHANGED1,1871,18700%$506.2K$509.2K+$3.0K2026-11-03
Daymark Wealth Partners, LLC
UNCHANGED1,1831,18300%$504.4K$510.7K+$6.2K2026-11-04
Syverson Strege & Co
NEW1,182—+1,182——$510.2K—2026-11-02
Moneco Advisors, LLC
DECREASED1,1741,183-9-1%$504.3K$506.9K+$2.5K2026-11-05
Shakespeare Wealth Management, LLC
UNCHANGED1,1581,15800%$493.8K$499.9K+$6.1K2026-10-28
J. Derek Lewis & Associates Inc.
INCREASED1,154804+350+44%$342.8K$498.4K+$155.6K2026-11-03
1900 Wealth Management LLC
INCREASED1,1541,151+3+0%$490.8K$498.0K+$7.2K2026-10-13
Williams Jones Wealth Management, Llc.
UNCHANGED1,1501,15000%$490.4K$496.4K+$6.0K2026-11-05
Versant Capital Management, Inc
INCREASED1,1421,140+2+0%$486.3K$493.1K+$6.8K2026-10-02
Accurate Wealth Management, LLC
INCREASED1,141876+265+30%$376.3K$502.4K+$126.1K2026-10-20
Angeles Wealth Management, LLC
UNCHANGED1,1381,13800%$485.2K$491.2K+$6.0K2026-10-26
Veracity Capital LLC
INCREASED1,120891+229+26%$380.1K$483.3K+$103.2K2026-10-08
Revolve Wealth Partners, LLC
INCREASED1,1161,115+1+0%$475.2K$481.8K+$6.6K2026-10-23
Verus Capital Partners, LLC
DECREASED1,1151,139-24-2%$485.7K$481.3K-$4.4K2026-11-03
Cookson Peirce & Co Inc
INCREASED1,113917+196+21%$391.0K$480.4K+$89.4K2026-10-30
James J. Burns & Company, LLC
UNCHANGED1,1001,10000%$469.0K$474.8K+$5.8K2026-10-22
Regions Financial Corp
INCREASED1,073957+116+12%$408.1K$463.2K+$55.1K2026-11-05
IFP Advisors, Inc
INCREASED1,0691,048+21+2%$446.9K$461.4K+$14.6K2026-10-16
Outlook Wealth Advisors, LLC
UNCHANGED1,0681,06800%$455.4K$461.0K+$5.6K2026-10-28
Mather Group, Llc.
DECREASED1,0621,104-42-4%$470.6K$458.2K-$12.3K2026-10-14
Telos Capital Management, Inc.
NEW1,058—+1,058——$456.7K—2026-11-02
Gryphon Financial Partners LLC
NEW1,054—+1,054——$455.0K—2026-11-04
Davidson Investment Advisors
UNCHANGED1,0501,05000%$447.7K$453.2K+$5.5K2026-10-20
Robertson Stephens Wealth Management, LLC
UNCHANGED1,0421,04200%$444.4K$449.9K+$5.5K2026-10-16
Lauterbach Financial Advisors, LLC
DECREASED1,0351,089-54-5%$464.4K$446.8K-$17.6K2026-10-21
Annex Advisory Services, LLC
NEW1,031—+1,031——$445.0K—2026-10-16
ARS Wealth Advisors Group, LLC
UNCHANGED1,0251,02500%$437.1K$442.5K+$5.4K2026-10-16
Rockwood Wealth Management, LLC
UNCHANGED1,0171,01700%$433.5K$438.9K+$5.3K2026-10-27
Almanack Investment Partners, Llc.
NEW1,010—+1,010——$436.0K—2026-11-03
Walled Lake Planning & Wealth Management, LLC
INCREASED1,0101,009+1+0%$430.3K$436.2K+$5.9K2026-10-29
Biltmore Family Office, LLC
UNCHANGED1,0051,00500%$428.5K$433.8K+$5.3K2026-11-03
Capital Advisors Wealth Management, LLC
UNCHANGED1,0001,00000%$426.4K$431.7K+$5.3K2026-10-09
Manchester Capital Management LLC
UNCHANGED1,0001,00000%$426.4K$431.7K+$5.3K2026-10-22
Reicon Wealth Advisors, LLC
DECREASED9951,435-440-31%$611.9K$429.5K-$182.4K2026-11-04
Willow Creek Wealth Management Inc.
DECREASED9951,020-25-2%$434.9K$429.5K-$5.4K2026-10-26
Eclectic Associates Inc
DECREASED9931,003-10-1%$427.8K$428.7K+$9612026-10-09
Oarsman Capital, Inc.
NEW983—+983——$424.3K—2026-11-05
Fulton Breakefield Broenniman LLC
UNCHANGED98298200%$418.7K$423.9K+$5.2K2026-11-03
Jacobs & Co
UNCHANGED98298200%$418$423+$52026-10-09
DT Investment Partners, LLC
UNCHANGED97597500%$415.7K$420.9K+$5.1K2026-10-27
Assetmark, Inc
INCREASED968824+144+17%$351.4K$417.8K+$66.5K2026-10-21
TD Private Client Wealth LLC
INCREASED959323+636+197%$137.7K$414.0K+$276.2K2026-10-28
Altiora Financial Group, LLC
UNCHANGED95395300%$406.4K$411.4K+$5.0K2026-11-04
Ascentis Independent Advisors
NEW948—+948——$409.4K—2026-11-03
BostonPremier Wealth LLC
INCREASED895784+111+14%$334.4K$386.5K+$52.1K2026-10-16
AdvisorNet Financial, Inc
INCREASED887886+1+0%$377.7K$386.0K+$8.3K2026-10-15
Navigation Group, LLC
UNCHANGED87687600%$373.5K$378.1K+$4.6K2026-10-28
Broussard Financial Group LLC
UNCHANGED87387300%$372.2K$376.8K+$4.6K2026-10-26
Capital Squared Financial LLC
UNCHANGED85985900%$366.5K$371.0K+$4.5K2026-10-30
Flagship Harbor Advisors, LLC
UNCHANGED84584500%$360.2K$364.8K+$4.6K2026-10-26
Victory Financial Group, LLC
INCREASED843566+277+49%$241.2K$363.8K+$122.6K2026-10-27
Moran Wealth Management, LLC
NEW839—+839——$362.2K—2026-10-22
Reynders McVeigh Capital Management, LLC
DECREASED833851-18-2%$363.0K$359.7K-$3.3K2026-10-30
Alternative Investment Advisors, Llc.
INCREASED833832+1+0%$354.8K$360.0K+$5.2K2026-11-03
VestGen Advisors, LLC
UNCHANGED81981900%$349.3K$353.6K+$4.3K2026-10-27
Alpine Bank Wealth Management
UNCHANGED80080000%$341.1K$345.3K+$4.2K2026-10-16
Willis Johnson Wealth, Inc.
UNCHANGED79579500%$338.8K$343.1K+$4.3K2026-11-03
Sightline Wealth Advisors, LLC
DECREASED7932,072-1,279-62%$883.5K$342.1K-$541.3K2026-10-21
Galvin, Gaustad & Stein, LLC
INCREASED793792+1+0%$337.7K$342.5K+$4.8K2026-10-08
Fifth Third Wealth Advisors LLC
UNCHANGED78878800%$336.0K$340.1K+$4.1K2026-10-22
Linden Thomas Advisory Services, LLC
DECREASED785861-76-9%$367.2K$339.1K-$28.2K2026-10-19
Silverlake Wealth Management LLC
UNCHANGED78378300%$333.9K$338.0K+$4.1K2026-10-21
Prosperity Financial Group, Inc.
UNCHANGED78278200%$333.7K$337.8K+$4.1K2026-10-29
CFG Wealth Management Services, Inc.
DECREASED779813-34-4%$278.8K$337.0K+$58.2K2026-10-21
PFG Advisors
INCREASED773754+19+3%$321.5K$333.7K+$12.2K2026-10-16
Titleist Asset Management, LLC
INCREASED765741+24+3%$316.2K$330.1K+$13.9K2026-10-08
FAI Advisors, Inc.
UNCHANGED76276200%$324.9K$328.9K+$4.0K2026-10-27
Core Wealth Management, Inc.
DECREASED761769-8-1%$327.7K$328.3K+$5902026-10-22
Capital Investment Counsel, LLC
UNCHANGED76176100%$324.7K$328.7K+$4.0K2026-10-14
RMR Wealth Builders
INCREASED758757+1+0%$322.8K$327.1K+$4.3K2026-10-22
Diversify Wealth Management, LLC
DECREASED756774-18-2%$326.0K$330.3K+$4.3K2026-10-20
Diversify Advisory Services, LLC
DECREASED756774-18-2%$326.0K$330.3K+$4.3K2026-10-20
BridgePort Financial Solutions, LLC
NEW755—+755——$325.8K—2026-11-02
Capital Investment Advisors, LLC
DECREASED750831-81-10%$354.2K$323.6K-$30.6K2026-10-22
Chilton Capital Management LLC
UNCHANGED74074000%$315.5K$319.4K+$3.9K2026-10-28
Sapient Capital LLC
UNCHANGED73473400%$313.0K$316.8K+$3.9K2026-10-08
Cannon Financial Strategists, Inc.
UNCHANGED72372300%$308.3K$312.1K+$3.8K2026-10-19
Summit Place Financial Advisors, LLC
UNCHANGED72072000%$307.0K$310.8K+$3.8K2026-10-23
Evanson Financial, LLC
UNCHANGED71671600%$305.3K$309.1K+$3.8K2026-10-23
Tepp RIA, LLC
DECREASED710816-106-13%$347.9K$306.5K-$41.4K2026-10-14
UMB Private Wealth Management, LLC
NEW709—+709——$306.0K—2026-10-19
Shepherd Street Advisors LLC
UNCHANGED70870800%$304.1K$312.2K+$8.1K2026-10-21
Briggs Wealth Management, Inc
UNCHANGED70670600%$301.0K$304.8K+$3.7K2026-10-26
Legacy Advisors, LLC
INCREASED705704+1+0%$300.3K$304.3K+$4.0K2026-10-19
Petersen Hastings Wealth Advisors Inc.
UNCHANGED70470400%$300.2K$303.9K+$3.7K2026-10-27
Pacific Center for Financial Services
INCREASED701699+2+0%$298.0K$302.4K+$4.4K2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED700650+50+8%$275.1K$302.2K+$27.1K2026-10-13
BetterWealth, LLC
INCREASED698551+147+27%$234.9K$276.0K+$41.0K2026-10-15
Parkside Investments, LLC
INCREASED693589+104+18%$251.1K$299.1K+$48.0K2026-10-20
Bingham Private Wealth, LLC
UNCHANGED69169100%$294.6K$298.3K+$3.6K2026-11-05
Canopy Partners, LLC
UNCHANGED68268200%$290.8K$294.4K+$3.6K2026-10-28
Salomon & Ludwin, LLC
DECREASED679683-4-1%$290.7K$293.1K+$2.4K2026-10-29
Florida Trust Wealth Management Co
UNCHANGED67567500%$287.8K$291.4K+$3.6K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED67567500%$287.8K$291.4K+$3.6K2026-10-23
Grant Street Asset Management, Inc.
DECREASED667668-10%$284.7K$288.0K+$3.3K2026-10-26
Marquette Asset Management, LLC
UNCHANGED66166100%$281.9K$285.3K+$3.5K2026-10-09
QTR Family Wealth, LLC
UNCHANGED65865800%$280.6K$284.0K+$3.5K2026-11-02
Ridgewood Investments LLC
UNCHANGED65865800%$280.6K$284.0K+$3.5K2026-10-05
Summit Wealth Group LLC / Co
DECREASED656686-30-4%$292.5K$283.2K-$9.3K2026-10-29
Schorn Wealth LLC
INCREASED655654+1+0%$278.9K$283.0K+$4.1K2026-10-14
SwitchPoint Financial Planning, LLC
UNCHANGED63463400%$270.3K$273.7K+$3.3K2026-11-02
Carnegie Investment Counsel
UNCHANGED63363300%$269.9K$273.2K+$3.3K2026-10-20
RIA Advisory Group LLC
DECREASED632697-65-9%$297.1K$272.7K-$24.4K2026-10-15
Birch Hill Investment Advisors LLC
UNCHANGED63063000%$268.6K$271.9K+$3.3K2026-10-16
Penobscot Investment Management Company, Inc.
UNCHANGED62662600%$266.9K$270.2K+$3.3K2026-10-26
LJI Wealth Management, LLC
UNCHANGED61561500%$262.3K$265.5K+$3.2K2026-10-28
Granite FO LLC
UNCHANGED61261200%$261.0K$264.2K+$3.2K2026-10-14
CRA Financial Services, LLC
UNCHANGED60060000%$255.8K$259.0K+$3.2K2026-10-16
Benchmark Financial, LLC
DECREASED586680-94-14%$289.8K$252.8K-$37.0K2026-10-16
Burney Co/
UNCHANGED56656600%$241.3K$244.3K+$3.0K2026-10-15
KPP Advisory Services LLC
DECREASED560921-361-39%$392.8K$241.7K-$151.1K2026-10-26
Albion Financial Group
UNCHANGED55855800%$237.9K$240.9K+$2.9K2026-10-21
Kohmann Bosshard Financial Services, LLC
UNCHANGED55555500%$236.7K$239.6K+$2.9K2026-11-04
Allegheny Financial Group
INCREASED552551+1+0%$235.1K$238.5K+$3.5K2026-11-05
MCF Advisors LLC
UNCHANGED55055000%$234.5K$237.4K+$2.9K2026-10-28
Kearns & Associates LLC
UNCHANGED54954900%$234.1K$237.0K+$2.9K2026-10-09
Optivise Advisory Services LLC
DECREASED545549-4-1%$234.1K$235.3K+$1.2K2026-10-19
Apollon Wealth Management, LLC
UNCHANGED54554500%$232.3K$235.2K+$2.9K2026-10-23
Private Wealth Management Group, LLC
DECREASED535645-110-17%$275.0K$230.9K-$44.1K2026-10-19
Schear Investment Advisers, LLC
NEW528—+528——$228.1K—2026-10-14
Tempo Wealth, LLC
DECREASED528539-11-2%$229.8K$228.1K-$1.7K2026-10-14
Parsons Capital Management Inc
UNCHANGED52552500%$223.9K$226.6K+$2.8K2026-10-28
Innova Wealth Partners
INCREASED518517+1+0%$220.6K$223.8K+$3.2K2026-10-21
GSG Advisors LLC
UNCHANGED51751700%$220.6K$223.4K+$2.7K2026-11-03
Marks Group Wealth Management, Inc
UNCHANGED51751700%$220.4K$223.2K+$2.7K2026-11-05
Avior Wealth Management, LLC
INCREASED512511+1+0%$217.8K$220.9K+$3.1K2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED51051000%$217.5K$220.1K+$2.7K2026-11-04
Uptick Partners, LLC
DECREASED508520-12-2%$221.7K$219.3K-$2.4K2026-11-04
Friedenthal Financial
UNCHANGED50850800%$216.6K$219.3K+$2.7K2026-10-27
Creative Financial Designs Inc
DECREASED502505-3-1%$215.3K$216.7K+$1.4K2026-11-04
Bensler, LLC
UNCHANGED50050000%$213.2K$215.8K+$2.6K2026-11-05
Grove Bank & Trust
UNCHANGED50050000%$213.2K$215.8K+$2.6K2026-10-08
Lake Street Private Wealth, LLC
UNCHANGED49949900%$212.8K$215.4K+$2.6K2026-10-22
Omega Financial Group, LLC
UNCHANGED49549500%$211.2K$213.8K+$2.6K2026-10-29
Financial Enhancement Group LLC
UNCHANGED49349300%$210.2K$216.7K+$6.4K2026-10-08
Cornerstone Wealth Management, LLC
DECREASED491503-12-2%$214.5K$212.0K-$2.5K2026-11-04
Shepherd Financial Partners LLC
UNCHANGED49149100%$209.4K$211.9K+$2.6K2026-11-03
Principle Wealth Partners LLC
UNCHANGED48648600%$207.2K$209.9K+$2.7K2026-11-02
Power Wealth Management LLC
UNCHANGED48548500%$206.8K$209.4K+$2.6K2026-10-27
Aletheian Wealth Advisors LLC
UNCHANGED48448400%$206.4K$208.9K+$2.5K2026-10-08
Moody Lynn Lieberson & Walker, LLC
UNCHANGED48248200%$205.5K$208.1K+$2.5K2026-10-14
Flagship Private Wealth, LLC
UNCHANGED47947900%$204.1K$206.6K+$2.5K2026-11-05
FF Advisors,LLC
UNCHANGED47647600%$203.0K$205.5K+$2.5K2026-10-21
Paradigm, Strategies in Wealth Management, LLC
INCREASED475474+1+0%$202.3K$205.0K+$2.7K2026-10-16
Globalt Investments LLC / GA
UNCHANGED47447400%$202.1K$204.6K+$2.5K2026-10-27
Morton Capital Management LLC
UNCHANGED47447400%$202.1K$204.6K+$2.5K2026-10-23
Phillips Financial Management, LLC
UNCHANGED47347300%$201.7K$204.2K+$2.5K2026-10-19
Wealth Advisors Northwest LLC
UNCHANGED47347300%$201.7K$204.2K+$2.5K2026-10-29
Davenport & Co LLC
DECREASED470473-3-1%$201.6K$202.8K+$1.2K2026-10-14
Linscomb Wealth, Inc.
DECREASED469474-5-1%$202.1K$202.4K+$3352026-11-05
Align Financial, LLC
UNCHANGED46546500%$198.3K$200.7K+$2.4K2026-10-16
McCarley & Cook Financial Planners
UNCHANGED46546500%$198.3K$200.7K+$2.4K2026-10-21
Newton One Investments LLC
DECREASED464469-5-1%$200.1K$200.5K+$3472026-10-14
Pittenger & Anderson Inc
UNCHANGED42842800%$182.5K$184.8K+$2.3K2026-11-02
Parkside Financial Bank & Trust
UNCHANGED42342300%$180.2K$182.6K+$2.4K2026-10-27
Trust Co
INCREASED392289+103+36%$123.2K$169.4K+$46.1K2026-10-09
Security National Bank
UNCHANGED37937900%$161.6K$163.6K+$2.0K2026-10-26
TFC Financial Management, Inc.
UNCHANGED37537500%$159.9K$161.9K+$2.0K2026-10-26
Plante Moran Financial Advisors, LLC
UNCHANGED36836800%$156.9K$158.9K+$1.9K2026-11-04
Tounjian Advisory Partners, LLC
NEW360—+360——$155.3K—2026-11-04
Golden State Wealth Management, LLC
DECREASED323358-35-10%$152.7K$139.4K-$13.2K2026-11-02
Key FInancial Inc
DECREASED306425-119-28%$181.2K$132.1K-$49.1K2026-11-02
Abound Wealth Management
UNCHANGED30530500%$130.0K$131.6K+$1.6K2026-10-26
MassMutual Private Wealth & Trust, FSB
UNCHANGED30030000%$127.9K$129.5K+$1.6K2026-10-05
TD Waterhouse Canada Inc.
NEW298—+298——$128.9K—2026-10-16
Cranbrook Wealth Management, LLC
UNCHANGED27527500%$117.3K$118.7K+$1.4K2026-10-28
Concord Wealth Partners
INCREASED264263+1+0%$112.2K$113.8K+$1.6K2026-11-02
Acumen Wealth Advisors, LLC
DECREASED261372-111-30%$158.6K$112.7K-$46.0K2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED24624600%$104.9K$106.2K+$1.3K2026-10-27
Duncker Streett & Co Inc
UNCHANGED24024000%$102.3K$103.6K+$1.3K2026-10-27
Jnba Financial Advisors
UNCHANGED24024000%$102.4K$103.7K+$1.3K2026-11-03
Cape Investment Advisory, Inc.
DECREASED236248-12-5%$105.8K$102.1K-$3.7K2026-10-13
Tower View Wealth Management LLC
UNCHANGED23623600%$100.6K$102.1K+$1.5K2026-10-23
Pinnacle Wealth Planning Services, Inc.
DECREASED200395-195-49%$168.4K$86.3K-$82.1K2026-10-27
Realta Investment Advisors
DECREASED200395-195-49%$168.4K$86.3K-$82.1K2026-10-14
Pflug Koory, LLC
UNCHANGED19919900%$84.7K$85.9K+$1.2K2026-10-26
Legacies Wealth LLC
UNCHANGED17517500%$74.6K$75.5K+$9212026-11-02
Lodestone Wealth Management LLC
UNCHANGED16616600%$70.8K$71.7K+$8742026-10-14
Laurel Wealth Advisors LLC
NEW165—+165——$71.2K—2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED14814800%$63.1K$63.9K+$7792026-11-04
RMG Wealth Management LLC
INCREASED13295+37+39%$41.8K$57.0K+$15.2K2026-10-26
Team Financial Group, LLC
NEW131—+131——$56.5K—2026-10-30
Center for Financial Planning, Inc.
DECREASED131139-8-6%$59.3K$56.5K-$2.7K2026-10-26
Advocate Investing Services LLC
UNCHANGED12612600%$53.7K$54.4K+$6632026-10-26
Horizons Wealth Management
NEW116—+116——$50.1K—2026-10-05
Glass Jacobson Investment Advisors llc
UNCHANGED11011000%$46.9K$47.5K+$5792026-10-26
Hughes Financial Services, LLC
UNCHANGED10810800%$46.1K$47.1K+$1.1K2026-10-30
Chung Wu Investment Group, LLC
UNCHANGED10010000%$42.6K$43.2K+$5262026-11-03
Washington Trust Advisors, Inc.
UNCHANGED939300%$39.7K$40.1K+$4892026-10-22
Lanark Financial, Inc.
DECREASED88100-12-12%$42.6K$38.0K-$4.7K2026-10-26
Bangor Savings Bank
UNCHANGED858500%$36.2K$36.7K+$4472026-10-06
Breakwater Investment Management
UNCHANGED838300%$35.4K$35.8K+$4362026-10-20
Gamma Investing LLC
DECREASED64128-64-50%$54.6K$27.6K-$27.0K2026-10-08
High Point Wealth Management, LLC
UNCHANGED575700%$24.3K$24.7K+$3572026-11-05
Elevate Wealth Advisory, Inc
UNCHANGED565600%$23.9K$24.2K+$2952026-10-29
Financial Network Wealth Advisors LLC
NEW54—+54——$23.3K—2026-10-28
Cullen T Bankers, Inc.
UNCHANGED515100%$21.7K$22.0K+$2692026-10-28
Financial Perspectives, Inc
UNCHANGED505000%$21.3K$21.6K+$2632026-11-03
Oakworth Capital, Inc.
UNCHANGED444400%$18.8K$19.0K+$2312026-10-26
Creative Capital Management Investments LLC
UNCHANGED313100%$13.2K$13.4K+$1632026-10-28
MB, Levis & Associates, LLC
UNCHANGED272700%$11.4K$11.5K+$1662026-10-16
Heritage Family Offices, LLP
NEW25—+25——$10.8K—2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED252500%$10.7K$10.8K+$1322026-10-09
Nova Financial LLC
NEW19—+19——$8.2K—2026-11-04
MH & Associates Securities Management Corp
UNCHANGED141400%$6.0K$6.0K+$742026-10-30
Rossby Financial, LCC
NEW12—+12——$5.2K—2026-11-05
Armor Investment Advisors, LLC
UNCHANGED111100%$4.7K$4.7K+$582026-10-27
Murphy & Mullick Capital Management Corp
UNCHANGED101000%$4.3K$4.3K+$532026-11-02
Wolff Wiese Magana LLC
UNCHANGED101000%$4.3K$4.3K+$532026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED101000%$4.3K$4.3K+$532026-10-07
Simplex Trading, LLC
DECREASED7173-166-96%$73.8K$3.0K-$70.7K2026-11-04
Proathlete Wealth Management LLC
UNCHANGED5500%$2.2K$2.2K+$322026-10-15
Strategic Advocates LLC
UNCHANGED5500%$2.1K$2.2K+$262026-11-03
Bfsg, LLC
DECREASED45-1-20%$2.1K$1.7K-$4052026-10-30
Nfsg Corp
UNCHANGED2200%$855$868+$132026-10-15
Nemes Rush Group LLC
UNCHANGED1100%$426$432+$62026-11-04
XY Planning Network, Inc.
CLOSED06,565-6,565-100%$2.8M$0-$2.8M2026-10-14
Performa Ltd (US), LLC
CLOSED02,500-2,500-100%$1.1M$0-$1.1M2026-11-05
TBH Global Asset Management, LLC
CLOSED02,236-2,236-100%$953.4K$0-$953.4K2026-11-03
Brian LOW Financial Group, LLC
CLOSED02,151-2,151-100%$917.2K$0-$917.2K2026-10-28
Legacy Capital Wealth Partners, LLC
CLOSED02,060-2,060-100%$878.4K$0-$878.4K2026-10-21
Atria Investments, Inc
CLOSED02,004-2,004-100%$854.5K$0-$854.5K2026-10-15
Pathway Financial Advisors LLC
CLOSED01,600-1,600-100%$680.4K$0-$680.4K2026-10-07
Global View Capital Management LLC
CLOSED01,511-1,511-100%$644.3K$0-$644.3K2026-10-28
Wlth Capital Management, LLC
CLOSED01,013-1,013-100%$431.9K$0-$431.9K2026-10-20
United Advisor Group, LLC
CLOSED0831-831-100%$354.3K$0-$354.3K2026-11-03
Thrivent Financial for Lutherans
CLOSED0776-776-100%$331.0K$0-$331.0K2026-11-05
TritonPoint Partners, LLC
CLOSED0694-694-100%$295.9K$0-$295.9K2026-11-05
First Command Advisory Services, Inc.
CLOSED0514-514-100%$219.2K$0-$219.2K2026-11-05
Harfst & Associates, Inc.
CLOSED0496-496-100%$211.5K$0-$211.5K2026-10-20
Tsfg, LLC
CLOSED0400-400-100%$171.0K$0-$171.0K2026-10-23
Stone House Investment Management, LLC
CLOSED0192-192-100%$81.9K$0-$81.9K2026-10-23
Salem Investment Counselors Inc
CLOSED0120-120-100%$51.2K$0-$51.2K2026-10-13
Toth Financial Advisory Corp
CLOSED056-56-100%$23.9K$0-$23.9K2026-10-08
Kingdom Financial Group Llc.
CLOSED08-8-100%$3.4K$0-$3.4K2026-11-04
Bullseye Investment Management, LLC
CLOSED03-3-100%$1.3K$0-$1.3K2026-10-29
Goldman Sachs Group Inc
N/A—1,960,068-1,960,068-100%$835.8M———
SCS Capital Management LLC
N/A—1,858,646-1,858,646-100%$792.5M———
American Family Investments, Inc.
N/A—1,627,426-1,627,426-100%$693.9M———
Morgan Stanley
N/A—1,155,278-1,155,278-100%$492.6M———
BlackRock, Inc.
N/A—1,004,513-1,004,513-100%$428.3M———
Northern Trust Corp
N/A—993,509-993,509-100%$423.6M———
Bank of America Corp
N/A—680,045-680,045-100%$290.0M———
UNC Management Company, Inc.
N/A—529,017-529,017-100%$225.6M———
Pitcairn Wealth Advisors LLC
N/A—503,370-503,370-100%$214.6M———
JPMorgan Chase & Co
N/A—479,995-479,995-100%$203.1M———
LPL Financial LLC
N/A—465,469-465,469-100%$198.5M———
Focus Partners Wealth
N/A—440,213-440,213-100%$187.7M———
Ameriprise Financial Inc
N/A—405,547-405,547-100%$173.0M———
PNC Financial Services Group, Inc.
N/A—348,820-348,820-100%$148.7M———
HighTower Advisors, LLC
N/A—319,386-319,386-100%$136.2M———
FMR LLC
N/A—301,846-301,846-100%$128.7M———
UBS Group AG
N/A—295,890-295,890-100%$126.2M———
Gotham Asset Management, LLC
N/A—292,440-292,440-100%$124.7M———
Wells Fargo & Company
N/A—244,347-244,347-100%$104.2M———
Mercer Global Advisors Inc
N/A—242,291-242,291-100%$103.3M———
Wealthspire Advisors, LLC
N/A—212,799-212,799-100%$90.7M———
Captrust Financial Advisors
N/A—202,285-202,285-100%$86.3M———
Blair William & Co
N/A—193,707-193,707-100%$82.6M———
Stephens Inc
N/A—177,801-177,801-100%$75.8M———
Geneos Wealth Management Inc.
N/A—167,834-167,834-100%$71.6M———
Bank of Nova Scotia
N/A—159,700-159,700-100%$68.1M———
Davis R M Inc
N/A—159,675-159,675-100%$68.1M———
Pathstone Holdings, LLC
N/A—159,058-159,058-100%$67.8M———
Raymond James Financial Inc
N/A—156,335-156,335-100%$66.7M———
Brown Advisory Inc
N/A—151,447-151,447-100%$64.6M———
AQR Capital Management LLC
N/A—149,816-149,816-100%$63.9M———
Cetera Investment Advisers
N/A—148,874-148,874-100%$63.5M———
Waverly Advisors, LLC
N/A—146,205-146,205-100%$62.3M———
Franklin Resources Inc
N/A—145,453-145,453-100%$62.0M———
Commerce Bank
N/A—145,100-145,100-100%$61.9M———
Proficio Capital Partners LLC
N/A—143,298-143,298-100%$61.1M———
Ballentine Partners, LLC
N/A—138,773-138,773-100%$59.2M———
FFT Wealth Management LLC
N/A—136,855-136,855-100%$58.4M———
Cerity Partners LLC
N/A—127,832-127,832-100%$54.5M———
Beacon Pointe Advisors, LLC
N/A—125,851-125,851-100%$53.7M———
Cresset Asset Management, LLC
N/A—124,004-124,004-100%$52.9M———
Caprock Group, LLC
N/A—119,191-119,191-100%$50.8M———
Jones Financial Companies Lllp
N/A—117,905-117,905-100%$49.2M———
IEQ Capital, LLC
N/A—116,454-116,454-100%$49.7M———
Wind River Trust Co
N/A—113,918-113,918-100%$48.6M———
Pennington Partners & Co., LLC
N/A—109,483-109,483-100%$46.7M———
Bessemer Group Inc
N/A—109,289-109,289-100%$46.6M———
Clearstead Advisors, LLC
N/A—103,636-103,636-100%$44.2M———
Osaic Holdings, Inc.
N/A—98,874-98,874-100%$42.2M———
Envestnet Asset Management Inc
N/A—93,596-93,596-100%$39.9M———
Royal Bank of Canada
N/A—91,682-91,682-100%$39.1M———
Mariner, LLC
N/A—90,538-90,538-100%$38.6M———
Bank of Montreal
N/A—85,698-85,698-100%$36.5M———
Hantz Financial Services, Inc.
N/A—78,942-78,942-100%$33.7M———
Rockefeller Capital Management L.P.
N/A—74,325-74,325-100%$31.7M———
Savant Capital, LLC
N/A—74,224-74,224-100%$31.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—66,920-66,920-100%$28.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—60,355-60,355-100%$25.7M———
Trajan Wealth LLC
N/A—59,839-59,839-100%$25.5M———
Johnson Investment Counsel Inc
N/A—58,190-58,190-100%$24.8M———
Truepoint, Inc.
N/A—57,571-57,571-100%$24.5M———
Compass Financial Group, Inc.
N/A—48,145-48,145-100%$20.5M———
Quantinno Capital Management LP
N/A—47,784-47,784-100%$20.4M———
Nepc LLC
N/A—46,031-46,031-100%$19.6M———
Whittier Trust Co
N/A—42,663-42,663-100%$18.3M———
United Capital Financial Advisors, LLC
N/A—41,483-41,483-100%$17.7M———
AlTi Global, Inc.
N/A—40,240-40,240-100%$17.2M———
Hanover Advisors Inc
N/A—37,867-37,867-100%$16.1M———
Roble, Belko & Company, Inc
N/A—36,119-36,119-100%$15.4M———
Arax Advisory Partners
N/A—34,374-34,374-100%$14.7M———
Northwestern Mutual Wealth Management Co
N/A—33,691-33,691-100%$14.4M———
Conservest Capital Advisors, Inc.
N/A—31,236-31,236-100%$13.3M———
Partners Capital Investment Group, LLP
N/A—29,975-29,975-100%$12.8M———
Stifel Financial Corp
N/A—29,521-29,521-100%$12.6M———
UMB Bank, n.a.
N/A—28,354-28,354-100%$12.1M———
Whittier Trust Co of Nevada Inc
N/A—27,962-27,962-100%$11.9M———
Strategic Wealth Partners, Ltd.
N/A—26,127-26,127-100%$11.1M———
CIBC Bancorp USA Inc.
N/A—26,000-26,000-100%$11.1M———
Alliancebernstein L.P.
N/A—25,431-25,431-100%$9.4M———
Glenmede Trust Co NA
N/A—24,275-24,275-100%$10.4M———
Lcnb Corp
N/A—23,748-23,748-100%$10.1M———
Arcus Capital Partners, LLC
N/A—23,199-23,199-100%$9.9M———
Advisory Services Network, LLC
N/A—22,630-22,630-100%$9.6M———
Jane Street Group, LLC
N/A—22,370-22,370-100%$9.5M———
Circle Wealth Management, LLC
N/A—22,161-22,161-100%$9.4M———
New Republic Capital, LLC
N/A—22,118-22,118-100%$9.4M———
Vanguard National Trust Co
N/A—22,103-22,103-100%$9.4M———
Cedar Wealth Management, LLC
N/A—21,419-21,419-100%$9.1M———
Baird Financial Group, Inc.
N/A—21,109-21,109-100%$9.0M———
Fiduciary Trust Co
N/A—20,818-20,818-100%$8.9M———
Sheridan Capital Management, LLC
N/A—20,455-20,455-100%$8.7M———
LM Advisors LLC
N/A—19,334-19,334-100%$8.2M———
Ameritas Advisory Services, LLC
N/A—18,837-18,837-100%$8.0M———
First National Bank of Omaha
N/A—18,574-18,574-100%$7.9M———
Jordan Park Group LLC
N/A—18,515-18,515-100%$7.9M———
MML Investors Services, LLC
N/A—18,378-18,378-100%$7.8M———
Legacy Trust
N/A—18,331-18,331-100%$7.8M———
EP Wealth Advisors, LLC
N/A—17,713-17,713-100%$7.6M———
WHI Trust Co LLC
N/A—17,421-17,421-100%$7.4M———
Susquehanna International Group, LLP
N/A—16,994-16,994-100%$7.2M———
BTC Capital Management, Inc.
N/A—16,691-16,691-100%$7.1M———
Gilbert & Cook, Inc.
N/A—16,481-16,481-100%$7.0M———
Tower Research Capital LLC (TRC)
N/A—16,130-16,130-100%$6.9M———
Sequoia Financial Advisors, LLC
N/A—15,860-15,860-100%$6.8M———
Bleakley Financial Group, LLC
N/A—15,643-15,643-100%$6.7M———
NewEdge Advisors, LLC
N/A—15,344-15,344-100%$6.5M———
Klingenstein Fields & Co LP
N/A—14,928-14,928-100%$6.4M———
Summit Trail Advisors, LLC
N/A—14,796-14,796-100%$6.3M———
Cambridge Associates LLC
N/A—14,597-14,597-100%$6.2M———
Cozad Asset Management Inc
N/A—14,588-14,588-100%$6.2M———
MAI Capital Management
N/A—14,352-14,352-100%$6.1M———
Curi Capital, LLC
N/A—13,962-13,962-100%$6.0M———
Silvercrest Asset Management Group LLC
N/A—13,806-13,806-100%$5.9M———
Renaissance Technologies LLC
N/A—13,520-13,520-100%$5.8M———
Greenline Partners, LLC
N/A—13,244-13,244-100%$5.6M———
Basecamp Wealth Advisors LLC
N/A—12,875-12,875-100%$5.5M———
Lowe Brockenbrough & Co Inc
N/A—12,814-12,814-100%$5.5M———
Ironwood Investment Management LLC
N/A—12,154-12,154-100%$5.2M———
Equitable Holdings, Inc.
N/A—12,133-12,133-100%$5.2M———
State Board of Administration of Florida Retirement System
N/A—12,000-12,000-100%$5.1M———
Lutz Financial Services LLC
N/A—11,854-11,854-100%$5.1M———
Zacks Investment Management
N/A—11,437-11,437-100%$4.9M———
Focus Partners Advisor Solutions, LLC
N/A—11,267-11,267-100%$4.8M———
Twin Focus Capital Partners, LLC
N/A—11,226-11,226-100%$4.8M———
Savvy Advisors, Inc.
N/A—11,134-11,134-100%$4.7M———
BNP Paribas Financial Markets
N/A—10,880-10,880-100%$4.6M———
HRT Financial LP
N/A—10,709-10,709-100%$4.6M———
Stratos Wealth Partners, Ltd.
N/A—9,780-9,780-100%$4.2M———
Chesapeake Wealth Management
N/A—9,714-9,714-100%$4.1M———
Alesco Advisors, LLC, An ESL Co
N/A—9,608-9,608-100%$4.1M———
Zhang Financial LLC
N/A—9,511-9,511-100%$4.1M———
O'shaughnessy Asset Management, LLC
N/A—9,421-9,421-100%$4.0M———
Sand Hill Global Advisors, LLC
N/A—9,385-9,385-100%$4.0M———
Institute for Wealth Management, Llc.
N/A—9,363-9,363-100%$4.0M———
Mosaic Advisors LLC
N/A—9,249-9,249-100%$3.9M———
Tolleson Wealth Management, Inc.
N/A—9,066-9,066-100%$3.9M———
Cahill Financial Advisors Inc
N/A—9,031-9,031-100%$3.9M———
Simmons Bank
N/A—8,955-8,955-100%$3.8M———
NewEdge Wealth, LLC
N/A—8,789-8,789-100%$3.7M———
Integrated Wealth Concepts LLC
N/A—8,662-8,662-100%$3.7M———
BOK Financial Private Wealth, Inc.
N/A—8,103-8,103-100%$3.5M———
Chokshi & Queen Wealth Advisors, Inc
N/A—7,967-7,967-100%$3.4M———
Matrix Private Capital Group LLC
N/A—7,948-7,948-100%$3.4M———
Modern Wealth Management, LLC
N/A—7,680-7,680-100%$3.3M———
Planning Alternatives LTD
N/A—7,516-7,516-100%$3.2M———
Prudential Financial Inc
N/A—7,440-7,440-100%$3.2M———
Pinnacle Financial Partners, Inc.
N/A—7,334-7,334-100%$3.1M———
Financial Engines Advisors L.L.C.
N/A—7,167-7,167-100%$3.1M———
Orion Porfolio Solutions, LLC
N/A—7,011-7,011-100%$3.0M———
Flputnam Investment Management Co
N/A—6,945-6,945-100%$2.9M———
JMG Financial Group, Ltd.
N/A—6,702-6,702-100%$2.9M———
IMA Advisory Services, Inc.
N/A—6,690-6,690-100%$2.9M———
Private Advisor Group, LLC
N/A—6,489-6,489-100%$2.8M———
Oxford Financial Group, Ltd. LLC
N/A—6,331-6,331-100%$2.7M———
GeoWealth Management, LLC
N/A—6,271-6,271-100%$2.7M———
Tiaa Trust, National Association
N/A—6,208-6,208-100%$2.6M———
OneAscent Financial Services LLC
N/A—6,190-6,190-100%$2.6M———
Janney Montgomery Scott LLC
N/A—6,082-6,082-100%$2.6M———
Portland Global Advisors LLC
N/A—6,067-6,067-100%$2.6M———
Dorsey & Whitney Trust Co LLC
N/A—5,997-5,997-100%$2.6M———
Aptus Capital Advisors, LLC
N/A—5,812-5,812-100%$2.5M———
Brown Brothers Harriman & Co
N/A—5,772-5,772-100%$2.5M———
Wealthedge Investment Advisors, LLC
N/A—5,763-5,763-100%$2.5M———
Rialto Wealth Management, LLC
N/A—5,729-5,729-100%$2.4M———
SouthState Bank Corp
N/A—5,629-5,629-100%$2.4M———
National Philanthropic Trust
N/A—5,622-5,622-100%$2.4M———
M&T Bank Corp
N/A—5,588-5,588-100%$2.4M———
Nvest Financial, LLC
N/A—5,582-5,582-100%$2.4M———
Punch & Associates Investment Management, Inc.
N/A—5,566-5,566-100%$2.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—5,497-5,497-100%$2.3M———
BCS Private Wealth Management, Inc.
N/A—5,211-5,211-100%$2.2M———
Berkshire Asset Management LLC
N/A—4,941-4,941-100%$2.1M———
Fiduciary Wealth Partners, LLC
N/A—4,888-4,888-100%$2.1M———
Guardian Wealth Advisors, LLC / NC
N/A—4,828-4,828-100%$2.1M———
Jaffetilchin Investment Partners, LLC
N/A—4,800-4,800-100%$2.0M———
Pure Financial Advisors, LLC
N/A—4,742-4,742-100%$2.0M———
Steward Partners Investment Advisory, LLC
N/A—4,695-4,695-100%$2.0M———
Dakota Wealth Management
N/A—4,626-4,626-100%$2.0M———
Sanctuary Advisors, LLC
N/A—4,603-4,603-100%$2.0M———
Bakala Capital LLC
N/A—4,405-4,405-100%$1.9M———
KilterHowling LLC
N/A—4,324-4,324-100%$1.8M———
Clark Capital Management Group, Inc.
N/A—4,312-4,312-100%$1.8M———
CVA Family Office, LLC
N/A—4,295-4,295-100%$1.8M———
Dunhill Financial, LLC
N/A—4,278-4,278-100%$1.8M———
Evercore Wealth Management, LLC
N/A—4,232-4,232-100%$1.8M———
Nuveen, LLC
N/A—4,177-4,177-100%$1.8M———
Merit Financial Group, LLC
N/A—4,174-4,174-100%$1.8M———
Moneta Group Investment Advisors LLC
N/A—4,154-4,154-100%$1.8M———
Peapack Gladstone Financial Corp
N/A—4,137-4,137-100%$1.8M———
Huntington National Bank
N/A—4,058-4,058-100%$1.7M———
Nicolet Bankshares Inc
N/A—3,984-3,984-100%$1.7M———
Capital Analysts, LLC
N/A—3,877-3,877-100%$1.7M———
Fisher Asset Management, LLC
N/A—3,840-3,840-100%$1.6M———
Rhumbline Advisers
N/A—3,831-3,831-100%$1.6M———
Johnson Financial Group, Inc.
N/A—3,803-3,803-100%$1.6M———
Great Valley Advisor Group, Inc.
N/A—3,799-3,799-100%$1.6M———
Allworth Financial LP
N/A—3,713-3,713-100%$1.6M———
Vista Capital Partners, Inc.
N/A—3,690-3,690-100%$1.6M———
Syon Capital LLC
N/A—3,639-3,639-100%$1.6M———
IHT Wealth Management, LLC
N/A—3,517-3,517-100%$1.5M———
Stokes Family Office, LLC
N/A—3,500-3,500-100%$1.5M———
Wellspring Financial Advisors, LLC
N/A—3,498-3,498-100%$1.5M———
Empowered Funds, LLC
N/A—3,454-3,454-100%$1.5M———
Cambria Investment Management, L.P.
N/A—3,454-3,454-100%$1.5M———
Fort Sheridan Advisors LLC
N/A—3,363-3,363-100%$1.4M———
Bartlett & Co. Wealth Management LLC
N/A—3,345-3,345-100%$1.4M———
Stratos Wealth Advisors, LLC
N/A—3,331-3,331-100%$1.4M———
Zions Bancorporation, National Association
N/A—3,270-3,270-100%$1.4M———
Smartleaf Asset Management LLC
N/A—3,164-3,164-100%$1.3M———
Callan Family Office, LLC
N/A—3,156-3,156-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—3,024-3,024-100%$1.3M———
RWA Wealth Partners, LLC
N/A—2,975-2,975-100%$1.3M———
Condor Capital Management
N/A—2,936-2,936-100%$1.3M———
Gross & Hartman Investments LLC
N/A—2,919-2,919-100%$1.2M———
Safe Harbor Family Capital, LLC
N/A—2,919-2,919-100%$1.2M———
Sargent Investment Group, LLC
N/A—2,917-2,917-100%$1.2M———
Neuberger Berman Group LLC
N/A—2,795-2,795-100%$1.2M———
IFG Advisory, LLC
N/A—2,603-2,603-100%$1.1M———
&partners
N/A—2,594-2,594-100%$1.1M———
W1m Asset Management Ltd
N/A—2,526-2,526-100%$1.1M———
Kovack Advisors, Inc.
N/A—2,517-2,517-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—2,517-2,517-100%$1.1M———
KEB Asset Management, LLC
N/A—2,439-2,439-100%$1.0M———
Steelhead Wealth Management LLC
N/A—2,387-2,387-100%$1.0M———
Capstone Financial Advisors, Inc.
N/A—2,363-2,363-100%$1.0M———
Blue Edge Capital, LLC
N/A—2,344-2,344-100%$999.5K———
Houlihan Financial Resource Group, Ltd.
N/A—2,324-2,324-100%$991.0K———
World Investment Advisors
N/A—2,310-2,310-100%$856.3K———
HSBC Holdings PLC
N/A—2,255-2,255-100%$961.5K———
Northeast Planning Associates, Inc. / NH /
N/A—2,210-2,210-100%$913.3K———
Klcm Advisors, Inc.
N/A—2,165-2,165-100%$923.2K———
Hollencrest Capital Management
N/A—2,116-2,116-100%$902.3K———
Dempze Nancy E
N/A—2,102-2,102-100%$896.3K———
One Capital Management, LLC
N/A—2,075-2,075-100%$769.3K———
Valmark Advisers, Inc.
N/A—2,021-2,021-100%$861.8K———
Aegis Wealth Management LLC
N/A—2,000-2,000-100%$852.8K———
Harbor Advisors LLC
N/A—2,000-2,000-100%$852.8K———
Mason & Associates Inc
N/A—1,983-1,983-100%$845.5K———
LWM Advisory Services, LLC
N/A—1,977-1,977-100%$843.0K———
Elm Partners Management LLC
N/A—1,951-1,951-100%$831.9K———
Diversified Trust Co
N/A—1,932-1,932-100%$824.0K———
Topsail Wealth Management, LLC
N/A—1,931-1,931-100%$823.4K———
Resolute Capital, LLC
N/A—1,914-1,914-100%$816.1K———
Sentinel Wealth Management, Inc.
N/A—1,906-1,906-100%$812.7K———
Gladstone Institutional Advisory LLC
N/A—1,905-1,905-100%$812.3K———
SlateStone Wealth, LLC
N/A—1,869-1,869-100%$797.0K———
FWG Holdings, LLC
N/A—1,684-1,684-100%$708.3K———
Betterment LLC
N/A—1,669-1,669-100%$712.0K———
17 Capital Partners, LLC
N/A—1,658-1,658-100%$707.0K———
Scotia Capital Inc.
N/A—1,652-1,652-100%$704.4K———
Verity Wealth Advisors
N/A—1,651-1,651-100%$704.0K———
CIM Investment Management Inc
N/A—1,628-1,628-100%$694.2K———
Prime Buchholz LLC
N/A—1,607-1,607-100%$685.2K———
Poinciana Advisors Group, LLC
N/A—1,587-1,587-100%$676.7K———
BFC Planning, Inc.
N/A—1,578-1,578-100%$672.8K———
Baker Avenue Asset Management, LP
N/A—1,560-1,560-100%$665.3K———
Rehmann Capital Advisory Group
N/A—1,553-1,553-100%$662.3K———
HM Payson & Co
N/A—1,550-1,550-100%$660.9K———
USA Financial Formulas
N/A—1,536-1,536-100%$655.0K———
Mayflower Financial Advisors, LLC
N/A—1,521-1,521-100%$648.6K———
Keel Point, LLC
N/A—1,517-1,517-100%$646.9K———
Vawter Financial, Ltd.
N/A—1,515-1,515-100%$646.0K———
Collaborative Wealth Managment Inc.
N/A—1,482-1,482-100%$631.9K———
QRG Capital Management, Inc.
N/A—1,468-1,468-100%$626.1K———
Fidelis Capital Partners, LLC
N/A—1,433-1,433-100%$611.0K———
Haverford Trust Co
N/A—1,400-1,400-100%$597.0K———
McLean Asset Management Corp
N/A—1,396-1,396-100%$593.2K———
Blue Chip Partners, LLC
N/A—1,390-1,390-100%$592.9K———
Benjamin Edwards Inc
N/A—1,352-1,352-100%$576.5K———
Daybright Advisory Services, Inc.
N/A—1,341-1,341-100%$569.9K———
Ackerman Asset Management, LLC
N/A—1,263-1,263-100%$538.5K———
DV Trading LLC
N/A—1,255-1,255-100%$535.1K———
CM Wealth Advisors LLC
N/A—1,252-1,252-100%$533.9K———
Federated Hermes, Inc.
N/A—1,250-1,250-100%$533.0K———
Crewe Advisors LLC
N/A—1,213-1,213-100%$517.2K———
Oxbow Advisors, LLC
N/A—1,145-1,145-100%$488.2K———
Global Retirement Partners, LLC
N/A—1,133-1,133-100%$483.2K———
NorthRock Partners, LLC
N/A—1,120-1,120-100%$477.6K———
WJ Financial Advisors LLC
N/A—1,118-1,118-100%$476.7K———
Harbour Investments, Inc.
N/A—1,098-1,098-100%$468.3K———
Magnolia Private Wealth, LLC
N/A—1,096-1,096-100%$467.3K———
Atlantic Union Bankshares Corp
N/A—1,084-1,084-100%$462.2K———
Consolidated Portfolio Review Corp
N/A—1,083-1,083-100%$461.8K———
Pine Ridge Advisers LLC
N/A—1,083-1,083-100%$461.8K———
AE Wealth Management LLC
N/A—1,031-1,031-100%$439.6K———
First American Trust, FSB
N/A—1,018-1,018-100%$434.1K———
Citadel Advisors LLC
N/A—1,008-1,008-100%$429.8K———
Wealth Management Associates, Inc.
N/A—1,000-1,000-100%$426.4K———
Trexquant Investment LP
N/A—995-995-100%$424.3K———
Legacy Capital Group California, Inc.
N/A—987-987-100%$420.9K———
N.E.W. Advisory Services LLC
N/A—982-982-100%$418.9K———
Members Trust Co
N/A—975-975-100%$415.7K———
Portfolio Strategies, Inc.
N/A—955-955-100%$407.4K———
Eldridge Investment Advisors, Inc.
N/A—944-944-100%$402.6K———
Maridea Wealth Management LLC
N/A—940-940-100%$400.9K———
Blom & Howell Financial Planning, Inc.
N/A—938-938-100%$399.9K———
Cornerstone Capital, Inc.
N/A—934-934-100%$398.3K———
Thomasville National Bank
N/A—919-919-100%$391.9K———
Perennial Investment Advisors, LLC
N/A—918-918-100%$391.7K———
Nwam LLC
N/A—908-908-100%$387.2K———
Kesler, Norman & Wride, LLC
N/A—900-900-100%$383.8K———
HBK Sorce Advisory LLC
N/A—897-897-100%$392.6K———
HighPoint Advisor Group LLC
N/A—878-878-100%$374.4K———
Schnieders Capital Management, Llc.
N/A—864-864-100%$368.4K———
Meridian Wealth Partners, LLC
N/A—863-863-100%$368.2K———
Vestmark Advisory Solutions, Inc.
N/A—855-855-100%$364.5K———
Keating Financial Advisory Services, Inc.
N/A—820-820-100%$349.6K———
Arkadios Wealth Advisors
N/A—807-807-100%$344.2K———
Francis Financial, Inc.
N/A—803-803-100%$342.4K———
Western Wealth Management, LLC
N/A—794-794-100%$338.5K———
Frisch Financial Group, Inc.
N/A—783-783-100%$333.9K———
UBS Asset Management Americas LLC
N/A—777-777-100%$331.3K———
Summit Financial, LLC
N/A—772-772-100%$329.1K———
Kera Capital Partners, Inc.
N/A—764-764-100%$325.8K———
Price T Rowe Associates Inc
N/A—764-764-100%$326.0K———
Fuller & Thaler Asset Management, Inc.
N/A—761-761-100%$324.4K———
Legacy Financial Advisors, Inc.
N/A—754-754-100%$321.5K———
Burling Wealth Partners, LLC
N/A—750-750-100%$319.8K———
M3 Advisory Group, LLC
N/A—745-745-100%$317.7K———
Anchor Investment Management, LLC
N/A—742-742-100%$316.4K———
Empower Advisory Group, LLC
N/A—727-727-100%$310.0K———
Tribridge Partners Financial LLC
N/A—715-715-100%$301.1K———
Gateway Wealth Partners, LLC
N/A—713-713-100%$304.2K———
Bluespring Wealth Management, LLC
N/A—710-710-100%$302.7K———
Bawa N Mallick Trust
N/A—700-700-100%$298.5K———
Earned Wealth Advisors, LLC
N/A—698-698-100%$297.6K———
Winthrop Partners - WNY, LLC
N/A—685-685-100%$292.1K———
Van Hulzen Asset Management, LLC
N/A—685-685-100%$292.1K———
Tudor Investment Corp ET AL
N/A—673-673-100%$287.0K———
OneDigital Investment Advisors LLC
N/A—672-672-100%$286.5K———
Knightsbridge Asset Management, LLC
N/A—668-668-100%$284.8K———
Vanguard Advisers Inc
N/A—662-662-100%$282.3K———
Naviter Wealth, LLC
N/A—650-650-100%$277.2K———
Empire Financial Management Company, LLC
N/A—634-634-100%$270.3K———
Dana Investment Advisors, Inc.
N/A—634-634-100%$270.3K———
Qube Research & Technologies Ltd
N/A—627-627-100%$267.4K———
Main Street Financial Solutions, LLC
N/A—617-617-100%$263.1K———
Partners in Financial Planning
N/A—611-611-100%$260.5K———
BSW Wealth Partners
N/A—609-609-100%$259.7K———
Iconiq Capital, LLC
N/A—603-603-100%$257.1K———
CCG Wealth Management, LLC
N/A—602-602-100%$256.7K———
Napier Financial, LLC
N/A—596-596-100%$254.1K———
Rothschild Investment LLC
N/A—593-593-100%$252.9K———
Wayfinding Financial, LLC
N/A—584-584-100%$249.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—582-582-100%$248.4K———
Mutual Advisors, LLC
N/A—568-568-100%$242.3K———
Passive Capital Management, Llc.
N/A—561-561-100%$217.0K———
Cape ANN Savings Bank
N/A—540-540-100%$230.3K———
Godfrey Financial Associates, Inc.
N/A—531-531-100%$226.4K———
Innovative Asset Advisors Group, LLC
N/A—530-530-100%$226.0K———
Peak Retirement Planning, Inc.
N/A—525-525-100%$223.9K———
Synergy Investment Management, LLC
N/A—518-518-100%$220.9K———
Riverstone Advisors, LLC
N/A—514-514-100%$219.2K———
Campion Asset Management
N/A—501-501-100%$213.7K———
Legacy Edge Advisors, LLC
N/A—499-499-100%$212.8K———
Freestone Capital Holdings, LLC
N/A—492-492-100%$209.9K———
Paces Ferry Wealth Advisors, LLC
N/A—492-492-100%$209.6K———
GWN Securities Inc.
N/A—491-491-100%$209.4K———
Auxano Advisors, LLC
N/A—490-490-100%$208.9K———
Austin Wealth Management, LLC
N/A—490-490-100%$207.5K———
Tradition Wealth Management, LLC
N/A—489-489-100%$208.5K———
Estate Planners Group, LLC
N/A—488-488-100%$208.1K———
VSM Wealth Advisory, LLC
N/A—487-487-100%$207.7K———
Whalerock Point Partners, LLC
N/A—485-485-100%$206.8K———
Catalyst Financial Partners LLC
N/A—485-485-100%$206.8K———
Millennium Management LLC
N/A—482-482-100%$205.5K———
Foundations Investment Advisors, LLC
N/A—477-477-100%$203.4K———
CFO4Life Group, LLC
N/A—474-474-100%$202.1K———
Prestige Wealth Management Group LLC
N/A—407-407-100%$173.6K———
Financial Gravity Companies, Inc.
N/A—390-390-100%$166.3K———
Kilter Group LLC
N/A—370-370-100%$157.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—355-355-100%$151.4K———
National Bank of Canada
N/A—343-343-100%$146.2K———
Addison Advisors LLC
N/A—326-326-100%$139.0K———
Front Row Advisors LLC
N/A—300-300-100%$131.7K———
NWK Group, Inc.
N/A—293-293-100%$124.9K———
SHP Wealth Management
N/A—292-292-100%$124.5K———
one8zero8, LLC
N/A—290-290-100%$123.7K———
Rowlandmiller & Partners.adv
N/A—285-285-100%$121.5K———
Howe & Rusling Inc
N/A—252-252-100%$107.5K———
Founders Financial Alliance, LLC
N/A—248-248-100%$105.8K———
Gould Capital, LLC
N/A—238-238-100%$101.5K———
Russell Investments Group, Ltd.
N/A—236-236-100%$100.7K———
Fiduciary Financial Advisors
N/A—211-211-100%$90.0K———
Millstone Evans Group, LLC
N/A—208-208-100%$88.7K———
Centennial Bank
N/A—207-207-100%$88.3K———
ST Germain D J Co Inc
N/A—205-205-100%$87.4K———
WealthShield Partners, LLC
N/A—202-202-100%$86.1K———
Strategic Wealth Advisors LLC
N/A—175-175-100%$67———
Silicon Valley Capital Partners
N/A—168-168-100%$71.7K———
MidFirst Bank
N/A—166-166-100%$70.8K———
Delta Asset Management LLC
N/A—163-163-100%$69.5K———
Tidemark, LLC
N/A—148-148-100%$63.1K———
Atlantic Private Wealth, LLC
N/A—141-141-100%$60.3K———
Ballast Advisors LLC
N/A—131-131-100%$56.0K———
Tiaa Wealth Investment Management LLC
N/A—130-130-100%$55.0K———
Copia Wealth Management
N/A—117-117-100%$49.9K———
Aventura Private Wealth, LLC
N/A—116-116-100%$49.5K———
Federation des caisses Desjardins du Quebec
N/A—106-106-100%$45.2K———
London Co of Virginia
N/A—105-105-100%$45.0K———
Monetary Management Group Inc
N/A—100-100-100%$42.6K———
JDM Financial Group LLC
N/A—73-73-100%$31.1K———
Motco
N/A—68-68-100%$29.0K———
Sittner & Nelson, LLC
N/A—63-63-100%$26.9K———
Game Plan Financial Advisors, LLC
N/A—60-60-100%$25.6K———
Coston, McIsaac & Partners
N/A—59-59-100%$25.0K———
Walsh & Associates, LLC
N/A—55-55-100%$23.4K———
Regatta Research & Money Management
N/A—55-55-100%$23.5K———
Cardiff Park Advisors, LLC
N/A—55-55-100%$23.4K———
CNB Bank
N/A—50-50-100%$21.3K———
Group One Trading LLC
N/A—49-49-100%$20.9K———
Operose Advisors LLC
N/A—49-49-100%$20.9K———
Cambient Family Office, LLC
N/A—42-42-100%$17.9K———
Imprint Wealth LLC
N/A—34-34-100%$14.5K———
Mcguire Capital Advisors Inc
N/A—34-34-100%$14.5K———
Frazier Financial Advisors, LLC
N/A—31-31-100%$13.3K———
Glen Eagle Advisors, LLC
N/A—30-30-100%$12.8K———
FWL Investment Management, LLC
N/A—30-30-100%$12.8K———
Delos Wealth Advisors, LLC
N/A—28-28-100%$11.9K———
Financial Life Planners
N/A—23-23-100%$9.6K———
Morris Financial Concepts, Inc.
N/A—23-23-100%$9.8K———
Vision Retirement, LLC
N/A—20-20-100%$8.5K———
GW&K Investment Management, LLC
N/A—14-14-100%$6.0K———
Continuum Advisory, LLC
N/A—12-12-100%$5.1K———
Silver OAK Securities, Incorporated
N/A—5-5-100%$2.3K———
Showing 944 of 944 institutions