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Ishares S&P Mid-Cap 400 Valu (IJJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
D.A. Davidson & Co.
INCREASED
Shares1,171,523 from 1,132,668
Change+38,855 (+3%)
Value$161.3M (-$6.0M)
Filed 2026-10-28
Cullen T Bankers, Inc.
DECREASED
Shares729,561 from 768,428
Change-38,867 (-5%)
Value$100.5M (-$13.1M)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares389,599 from 402,922
Change-13,323 (-3%)
Value$53.7M (-$5.9M)
Filed 2026-11-05
Evensky & Katz LLC
DECREASED
Shares323,367 from 329,371
Change-6,004 (-2%)
Value$44.5K (-$48.6M)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares280,814 from 262,650
Change+18,164 (+7%)
Value$38.7M (-$130.3K)
Filed 2026-11-04
Midland Wealth Advisors, LLC
DECREASED
Shares273,118 from 278,506
Change-5,388 (-2%)
Value$37.6M (-$3.5M)
Filed 2026-10-26
Bokf, NA
DECREASED
Shares257,470 from 269,482
Change-12,012 (-4%)
Value$35.5M (-$4.4M)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED
Shares255,874 from 263,973
Change-8,099 (-3%)
Value$35.2M (-$3.8M)
Filed 2026-10-23
Willis Johnson Wealth, Inc.
INCREASED
Shares235,808 from 232,221
Change+3,587 (+2%)
Value$32.5M (-$1.8M)
Filed 2026-11-03
Courier Capital LLC
DECREASED
Shares224,842 from 227,786
Change-2,944 (-1%)
Value$31.0M (-$2.7M)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares206,629 from 209,578
Change-2,949 (-1%)
Value$28.5M (-$2.5M)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares189,440 from 1,014
Change+188,426 (+18582%)
Value$26.1M (+$25.9M)
Filed 2026-10-21
Creative Planning
DECREASED
Shares178,058 from 180,776
Change-2,718 (-1%)
Value$24.5M (-$2.2M)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares172,662 from 173,265
Change-603 (0%)
Value$23.8M (-$1.8M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares169,664 from 209,429
Change-39,765 (-19%)
Value$23.4M (-$7.6M)
Filed 2026-11-02
Sterling Financial Planning, Inc.
INCREASED
Shares167,200 from 156,530
Change+10,670 (+7%)
Value$23.0M (-$99.0K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares147,004 from 150,705
Change-3,701 (-2%)
Value$20.2M (-$2.0M)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares143,116 from 157,712
Change-14,596 (-9%)
Value$19.7M (-$3.6M)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
INCREASED
Shares111,154 from 110,998
Change+156 (+0%)
Value$15.3K (-$1.1K)
Filed 2026-10-27
GHP Investment Advisors, Inc.
DECREASED
Shares100,719 from 101,841
Change-1,122 (-1%)
Value$13.9M (-$1.2M)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares100,524 from 99,253
Change+1,271 (+1%)
Value$13.8M (-$819.5K)
Filed 2026-11-02
PW Nova Financial Services LLC
INCREASED
Shares97,802 from 85,851
Change+11,951 (+14%)
Value$13.5M (+$785.6K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
DECREASED
Shares95,061 from 96,183
Change-1,122 (-1%)
Value$13.1M (-$1.1M)
Filed 2026-10-27
Salomon & Ludwin, LLC
DECREASED
Shares93,952 from 94,459
Change-507 (-1%)
Value$12.9M (-$923.4K)
Filed 2026-10-29
Omega Financial Group, LLC
DECREASED
Shares92,395 from 92,908
Change-513 (-1%)
Value$12.7M (-$1.0M)
Filed 2026-10-29
1834 Investment Advisors Co
DECREASED
Shares90,092 from 93,660
Change-3,568 (-4%)
Value$12.4M (-$1.4M)
Filed 2026-10-16
First Merchants Corp
DECREASED
Shares84,421 from 91,589
Change-7,168 (-8%)
Value$11.6M (-$1.9M)
Filed 2026-10-15
Ellis Investment Partners, LLC
DECREASED
Shares82,527 from 84,376
Change-1,849 (-2%)
Value$11.4M (-$1.1M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares80,194 from 79,163
Change+1,031 (+1%)
Value$11.0K (-$11.7M)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares79,172 from 79,854
Change-682 (-1%)
Value$10.9M (-$894.4K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares77,210 from 69,201
Change+8,009 (+12%)
Value$7.0M (+$884.7K)
Filed 2026-10-13
Independence Financial Advisors, LLC
INCREASED
Shares72,279 from 66,323
Change+5,956 (+9%)
Value$10.0M (+$155.5K)
Filed 2026-10-08
Regions Financial Corp
DECREASED
Shares69,861 from 70,984
Change-1,123 (-2%)
Value$9.6M (-$865.9K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares66,772 from 66,399
Change+373 (+1%)
Value$9.2M (-$623.5K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares65,465 from 52,727
Change+12,738 (+24%)
Value$9.0M (+$1.2M)
Filed 2026-10-16
BIP Wealth, LLC
INCREASED
Shares65,168 from 2,501
Change+62,667 (+2506%)
Value$9.0M (+$8.6M)
Filed 2026-10-22
OFS Enterprise LLC
INCREASED
Shares62,887 from 62,340
Change+547 (+1%)
Value$8.7M (-$549.3K)
Filed 2026-10-16
LMG Wealth Partners, LLC
INCREASED
Shares61,669 from 61,225
Change+444 (+1%)
Value$8.5M (-$552.3K)
Filed 2026-11-05
Ddfg, Inc
INCREASED
Shares58,859 from 58,149
Change+710 (+1%)
Value$8.1M (-$484.9K)
Filed 2026-10-15
InvesTrust
DECREASED
Shares56,355 from 57,033
Change-678 (-1%)
Value$7.8M (-$664.8K)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares56,172 from 54,289
Change+1,883 (+3%)
Value$7.7M (-$285.0K)
Filed 2026-11-05
Foundation Wealth Management, LLC
DECREASED
Shares55,319 from 56,830
Change-1,511 (-3%)
Value$7.6M (-$777.7K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares54,778 from 54,654
Change+124 (+0%)
Value$7.5M (-$530.6K)
Filed 2026-11-04
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares52,287 from 51,806
Change+481 (+1%)
Value$7.2M (-$452.9K)
Filed 2026-10-30
First Citizens Financial Corp
DECREASED
Shares50,014 from 50,093
Change-79 (0%)
Value$6.9M (-$512.8K)
Filed 2026-10-02
Hudson Capital Management LLC
INCREASED
Shares48,740 from 48,312
Change+428 (+1%)
Value$6.7M (-$425.2K)
Filed 2026-10-20
Greenleaf Trust
DECREASED
Shares47,794 from 47,962
Change-168 (0%)
Value$6.6M (-$503.7K)
Filed 2026-10-29
Asset Dedication, LLC
INCREASED
Shares46,838 from 44,725
Change+2,113 (+5%)
Value$6.5M (-$157.2K)
Filed 2026-11-03
Novem Group
INCREASED
Shares46,091 from 43,367
Change+2,724 (+6%)
Value$6.3M (-$59.4K)
Filed 2026-10-19
Ullmann Wealth Partners Group, LLC
DECREASED
Shares45,833 from 47,249
Change-1,416 (-3%)
Value$6.3M (-$668.4K)
Filed 2026-11-02
Associated Banc-Corp
INCREASED
Shares45,444 from 42,872
Change+2,572 (+6%)
Value$6.3M (-$75.4K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
DECREASED
Shares45,196 from 46,850
Change-1,654 (-4%)
Value$6.2M (-$697.3K)
Filed 2026-11-03
Pittenger & Anderson Inc
UNCHANGED
Shares44,390 from 44,390
Change0 (0%)
Value$6.1M (-$444.8K)
Filed 2026-11-02
BKM Wealth Management, LLC
INCREASED
Shares44,328 from 39,374
Change+4,954 (+13%)
Value$6.1M (+$287.6K)
Filed 2026-10-22
Idaho Trust Co
INCREASED
Shares43,649 from 42,573
Change+1,076 (+3%)
Value$6.0M (-$278.4K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares43,638 from 29,358
Change+14,280 (+49%)
Value$6.0M (+$1.7M)
Filed 2026-10-23
Cordatus Wealth Management LLC
NEW
Shares39,883
Change+39,883
Value$5.5M
Filed 2026-10-19
Ifrah Financial Services, Inc.
DECREASED
Shares38,125 from 38,397
Change-272 (-1%)
Value$5.3M (-$422.2K)
Filed 2026-10-13
Ironwood Financial, llc
DECREASED
Shares38,099 from 38,447
Change-348 (-1%)
Value$5.2M (-$381.6K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares37,973 from 36,185
Change+1,788 (+5%)
Value$5.2M (-$116.3K)
Filed 2026-11-04
ETF Portfolio Partners, Inc.
DECREASED
Shares37,196 from 37,302
Change-106 (0%)
Value$5.1M (-$388.4K)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares34,791 from 32,125
Change+2,666 (+8%)
Value$4.8M (+$45.3K)
Filed 2026-10-28
Balance Wealth Partners LLC
DECREASED
Shares33,588 from 72,677
Change-39,089 (-54%)
Value$4.6M (-$6.1M)
Filed 2026-10-27
Smith Chas P & Associates PA Cpas
DECREASED
Shares33,332 from 34,160
Change-828 (-2%)
Value$4.7M (-$333.0K)
Filed 2026-10-22
CFS Investment Advisory Services, LLC
INCREASED
Shares32,878 from 32,465
Change+413 (+1%)
Value$4.6M (-$120.2K)
Filed 2026-10-19
Jnba Financial Advisors
DECREASED
Shares32,558 from 33,379
Change-821 (-2%)
Value$4.5M (-$447.5K)
Filed 2026-11-03
D.B. Root & Company, LLC
DECREASED
Shares31,962 from 46,490
Change-14,528 (-31%)
Value$4.4M (-$2.5M)
Filed 2026-11-04
Centerpoint Advisors, LLC
DECREASED
Shares31,713 from 32,160
Change-447 (-1%)
Value$4.4M (-$384.0K)
Filed 2026-11-05
Stackstone Wealth, LLC
NEW
Shares31,444
Change+31,444
Value$4.3M
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
DECREASED
Shares31,182 from 31,421
Change-239 (-1%)
Value$4.3M (-$347.8K)
Filed 2026-10-22
Midwest Trust Co
INCREASED
Shares30,366 from 29,619
Change+747 (+3%)
Value$4.2M (-$193.9K)
Filed 2026-10-22
Trail Ridge Investment Advisors, LLC
INCREASED
Shares30,024 from 29,297
Change+727 (+2%)
Value$4.1M (-$193.4K)
Filed 2026-10-16
Modera Wealth Management, LLC
UNCHANGED
Shares30,008 from 30,008
Change0 (0%)
Value$4.1M (-$300.7K)
Filed 2026-10-28
Columbia Bank
INCREASED
Shares29,973 from 28,042
Change+1,931 (+7%)
Value$4.1M (-$15.1K)
Filed 2026-10-29
Goelzer Investment Management, Inc.
INCREASED
Shares29,496 from 29,472
Change+24 (+0%)
Value$4.1M (-$292.1K)
Filed 2026-10-16
Cranbrook Wealth Management, LLC
DECREASED
Shares27,602 from 28,034
Change-432 (-2%)
Value$3.8M (-$340.4K)
Filed 2026-10-28
LTG Capital LLC
DECREASED
Shares27,559 from 27,894
Change-335 (-1%)
Value$3.8M (-$325.6K)
Filed 2026-11-04
Neumann Capital Management, LLC
INCREASED
Shares27,245 from 25,748
Change+1,497 (+6%)
Value$3.8M (-$51.8K)
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
DECREASED
Shares27,123 from 27,433
Change-310 (-1%)
Value$3.8M (-$195.7K)
Filed 2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares26,987 from 29,283
Change-2,296 (-8%)
Value$3.7M (-$609.6K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED
Shares26,489 from 26,966
Change-477 (-2%)
Value$3.6M (-$335.9K)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
DECREASED
Shares26,241 from 26,376
Change-135 (-1%)
Value$3.6M (-$282.9K)
Filed 2026-10-26
ANB Bank
INCREASED
Shares25,936 from 25,735
Change+201 (+1%)
Value$3.6M (-$230.2K)
Filed 2026-10-09
Leeward Investments, LLC - MA
DECREASED
Shares23,803 from 24,062
Change-259 (-1%)
Value$3.3M (-$276.8K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
INCREASED
Shares23,641 from 22,890
Change+751 (+3%)
Value$3.3M (-$125.9K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares23,317 from 18,515
Change+4,802 (+26%)
Value$3.2M (+$475.8K)
Filed 2026-10-08
Prosperity Planning, Inc.
DECREASED
Shares22,889 from 23,372
Change-483 (-2%)
Value$3.2M (-$300.7K)
Filed 2026-10-09
Old National Bancorp
UNCHANGED
Shares21,517 from 21,517
Change0 (0%)
Value$3.0M (-$215.6K)
Filed 2026-10-20
Turning Point Benefit Group, Inc.
INCREASED
Shares21,142 from 19,473
Change+1,669 (+9%)
Value$2.9M (+$76.0K)
Filed 2026-10-28
Cooke Wealth Management, LLC
DECREASED
Shares20,601 from 20,918
Change-317 (-2%)
Value$2.8M (-$253.3K)
Filed 2026-10-13
Guidance Point Advisors, LLC
INCREASED
Shares20,289 from 20,202
Change+87 (+0%)
Value$2.8M (-$190.3K)
Filed 2026-10-15
Heck Capital Advisors, LLC
INCREASED
Shares19,987 from 18,071
Change+1,916 (+11%)
Value$2.8M (+$82.9K)
Filed 2026-10-14
Oppenheimer & Co Inc
DECREASED
Shares19,522 from 19,822
Change-300 (-2%)
Value$2.7M (-$239.9K)
Filed 2026-10-26
First Hawaiian Bank
DECREASED
Shares19,270 from 22,452
Change-3,182 (-14%)
Value$2.7M (-$663.2K)
Filed 2026-10-14
Gerald Baker Financial Group LLC
INCREASED
Shares18,597 from 17,992
Change+605 (+3%)
Value$2.6M (-$97.0K)
Filed 2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares17,945 from 14,403
Change+3,542 (+25%)
Value$2.5M (+$343.4K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares17,851 from 3,151
Change+14,700 (+467%)
Value$2.5M (+$2.0M)
Filed 2026-10-28
Wealth Advisory Solutions, LLC
DECREASED
Shares17,758 from 18,366
Change-608 (-3%)
Value$2.4M (-$267.8K)
Filed 2026-10-20
Dumont & Blake Investment Advisors LLC
DECREASED
Shares17,607 from 17,720
Change-113 (-1%)
Value$2.4M (-$193.2K)
Filed 2026-10-28
Almanack Investment Partners, Llc.
UNCHANGED
Shares17,145 from 17,145
Change0 (0%)
Value$2.4M (-$171.8K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED
Shares16,657 from 16,862
Change-205 (-1%)
Value$1.9M (-$226.0K)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares16,603 from 16,521
Change+82 (+1%)
Value$2.3M (-$154.2K)
Filed 2026-10-28
Stordahl Capital Management, Inc.
DECREASED
Shares16,572 from 16,610
Change-38 (0%)
Value$2.3M (-$171.7K)
Filed 2026-10-22
Breakwater Capital Group
INCREASED
Shares16,463 from 16,288
Change+175 (+1%)
Value$2.3M (-$139.2K)
Filed 2026-10-09
Vise Technologies, Inc.
INCREASED
Shares16,422 from 12,040
Change+4,382 (+36%)
Value$2.3M (+$482.8K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
NEW
Shares16,115
Change+16,115
Value$2.2M
Filed 2026-10-15
Sonata Capital Group Inc
DECREASED
Shares16,040 from 16,290
Change-250 (-2%)
Value$2.2M (-$197.7K)
Filed 2026-10-19
Sowell Financial Services LLC
DECREASED
Shares15,937 from 16,257
Change-320 (-2%)
Value$2.2M (-$206.9K)
Filed 2026-10-23
Avior Wealth Management, LLC
DECREASED
Shares15,726 from 16,306
Change-580 (-4%)
Value$2.2M (-$243.3K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares15,315 from 80,133
Change-64,818 (-81%)
Value$2.1M (-$9.7M)
Filed 2026-11-05
Smith Shellnut Wilson LLC
DECREASED
Shares15,211 from 15,555
Change-344 (-2%)
Value$2.1M (-$203.2K)
Filed 2026-10-21
First Citizens Bank & Trust Co
DECREASED
Shares14,844 from 15,183
Change-339 (-2%)
Value$2.0M (-$198.8K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares14,336 from 18,879
Change-4,543 (-24%)
Value$2.0M (-$814.8K)
Filed 2026-10-16
Thompson Investment Management, Inc.
INCREASED
Shares14,236 from 13,783
Change+453 (+3%)
Value$2.0M (-$75.7K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED
Shares14,023 from 14,023
Change0 (0%)
Value$1.9M (-$140.5K)
Filed 2026-10-21
Caldwell Trust Co
UNCHANGED
Shares13,889 from 13,889
Change0 (0%)
Value$1.9M (-$139.2K)
Filed 2026-10-30
Founders Grove Wealth Partners, LLC
DECREASED
Shares13,842 from 15,374
Change-1,532 (-10%)
Value$1.9M (-$365.0K)
Filed 2026-10-16
Quadrant Private Wealth Management, LLC
NEW
Shares13,714
Change+13,714
Value$1.9M
Filed 2026-11-04
Harbor Investment Advisory, LLC
DECREASED
Shares13,429 from 13,619
Change-190 (-1%)
Value$1.8M (-$162.6K)
Filed 2026-10-13
Rodgers & Associates, LTD
DECREASED
Shares13,337 from 13,622
Change-285 (-2%)
Value$1.8M (-$175.7K)
Filed 2026-10-20
Corundum Group, Inc.
NEW
Shares13,166
Change+13,166
Value$1.8M
Filed 2026-10-28
Corundum Trust Company, Inc
UNCHANGED
Shares13,166 from 13,166
Change0 (0%)
Value$1.8M (-$131.9K)
Filed 2026-10-29
C2c Wealth Management, LLC
UNCHANGED
Shares13,108 from 13,108
Change0 (0%)
Value$1.8M (-$131.3K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
UNCHANGED
Shares12,998 from 12,998
Change0 (0%)
Value$1.8M (-$130.2K)
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares12,837 from 12,771
Change+66 (+1%)
Value$1.8M (-$59.0K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares12,718 from 12,699
Change+19 (+0%)
Value$1.8M (-$42.4K)
Filed 2026-10-27
Apollon Wealth Management, LLC
DECREASED
Shares12,695 from 12,911
Change-216 (-2%)
Value$1.7M (-$159.1K)
Filed 2026-10-23
Oxler Private Wealth LLC
DECREASED
Shares12,179 from 16,382
Change-4,203 (-26%)
Value$1.7M (-$743.0K)
Filed 2026-10-21
Bangor Savings Bank
UNCHANGED
Shares12,083 from 12,083
Change0 (0%)
Value$1.7M (-$121.1K)
Filed 2026-10-06
Trust Co of Vermont
UNCHANGED
Shares12,012 from 12,012
Change0 (0%)
Value$1.7M (-$120.4K)
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares11,995 from 12,036
Change-41 (0%)
Value$1.6M (-$129.8K)
Filed 2026-10-23
Alliance Private Wealth, LLC
DECREASED
Shares11,835 from 13,645
Change-1,810 (-13%)
Value$1.6M (-$386.0K)
Filed 2026-10-20
Crescent Grove Advisors, LLC
UNCHANGED
Shares11,806 from 11,806
Change0 (0%)
Value$1.6M (-$118.3K)
Filed 2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED
Shares11,637 from 11,637
Change0 (0%)
Value$1.6M (-$116.6K)
Filed 2026-10-22
Hudson Oak Wealth Advisory LLC
DECREASED
Shares11,612 from 11,906
Change-294 (-2%)
Value$1.6M (-$159.8K)
Filed 2026-10-16
Berman McAleer LLC
DECREASED
Shares11,494 from 11,569
Change-75 (-1%)
Value$1.6M (-$126.2K)
Filed 2026-10-16
Jmac Enterprises LLC
DECREASED
Shares11,078 from 11,149
Change-71 (-1%)
Value$1.5M (-$121.5K)
Filed 2026-10-30
Mission Wealth Management, LP
DECREASED
Shares10,336 from 12,874
Change-2,538 (-20%)
Value$1.4M (-$478.4K)
Filed 2026-10-15
Presilium Private Wealth, LLC
DECREASED
Shares10,255 from 10,394
Change-139 (-1%)
Value$1.4M (-$123.3K)
Filed 2026-10-26
Shakespeare Wealth Management, LLC
NEW
Shares10,077
Change+10,077
Value$1.4M
Filed 2026-10-28
Vicus Capital
DECREASED
Shares9,885 from 10,283
Change-398 (-4%)
Value$1.4M (-$157.8K)
Filed 2026-11-05
Citizens Financial Group Inc
DECREASED
Shares9,841 from 10,192
Change-351 (-3%)
Value$1.4M (-$150.4K)
Filed 2026-10-23
Stenger Family Office, LLC
DECREASED
Shares9,815 from 10,909
Change-1,094 (-10%)
Value$1.4M (-$226.5K)
Filed 2026-10-22
Phillips Financial Management, LLC
DECREASED
Shares9,750 from 10,082
Change-332 (-3%)
Value$1.3M (-$146.7K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares9,479 from 6,343
Change+3,136 (+49%)
Value$1.3M (+$368.3K)
Filed 2026-10-15
Genesis Private Wealth, LLC
UNCHANGED
Shares9,337 from 9,337
Change0 (0%)
Value$1.3M (-$93.6K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares9,224 from 6,523
Change+2,701 (+41%)
Value$1.3M (+$377.8K)
Filed 2026-11-04
Anderson Hoagland & Co
UNCHANGED
Shares8,966 from 8,966
Change0 (0%)
Value$1.3M (-$33.8K)
Filed 2026-10-23
Simon Quick Advisors, LLC
DECREASED
Shares8,905 from 8,925
Change-20 (0%)
Value$1.2M (-$92.2K)
Filed 2026-10-26
Financial Partners Group, Inc
INCREASED
Shares8,860 from 8,844
Change+16 (+0%)
Value$1.2M (-$86.5K)
Filed 2026-10-19
AMG National Trust Bank
DECREASED
Shares8,743 from 8,843
Change-100 (-1%)
Value$1.2M (-$102.4K)
Filed 2026-11-05
Davidson Trust Co
DECREASED
Shares8,418 from 8,509
Change-91 (-1%)
Value$1.2M (-$97.8K)
Filed 2026-10-09
Fulton Bank, N.A.
DECREASED
Shares8,415 from 9,431
Change-1,016 (-11%)
Value$1.2M (-$234.4K)
Filed 2026-10-14
Essex LLC
INCREASED
Shares8,308 from 8,306
Change+2 (+0%)
Value$1.1M (-$83.0K)
Filed 2026-10-14
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares8,058 from 8,058
Change0 (0%)
Value$1.1M (-$80.7K)
Filed 2026-10-27
Alpine Bank Wealth Management
UNCHANGED
Shares7,910 from 7,910
Change0 (0%)
Value$1.1M (-$79.3K)
Filed 2026-10-16
Ramiah Investment Group
DECREASED
Shares7,671 from 10,374
Change-2,703 (-26%)
Value$1.1M (-$476.2K)
Filed 2026-10-20
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares7,630 from 8,306
Change-676 (-8%)
Value$1.1M (-$176.3K)
Filed 2026-10-19
Finley Financial, LLC
DECREASED
Shares7,560 from 7,760
Change-200 (-3%)
Value$1.1M (-$95.1K)
Filed 2026-10-28
Partners Wealth Management, LLC
INCREASED
Shares7,432 from 4,394
Change+3,038 (+69%)
Value$1.0M (+$374.3K)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares7,425 from 8,173
Change-748 (-9%)
Value$1.0M (-$184.9K)
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares7,275 from 7,300
Change-25 (0%)
Value$1.0M (-$76.6K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
DECREASED
Shares7,268 from 7,269
Change-1 (0%)
Value$1.0M (-$73.1K)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares7,155 from 7,155
Change0 (0%)
Value$985.3K (-$71.7K)
Filed 2026-10-20
Mystic Asset Management, Inc.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$964.0K (-$70.1K)
Filed 2026-10-15
Narwhal Capital Management
UNCHANGED
Shares6,923 from 6,923
Change0 (0%)
Value$953.4K (-$69.4K)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares6,772 from 6,589
Change+183 (+3%)
Value$932.7K (-$40.7K)
Filed 2026-10-07
Brighton Jones LLC
DECREASED
Shares6,739 from 6,905
Change-166 (-2%)
Value$928.1K (-$92.0K)
Filed 2026-11-03
Meridian Investment Counsel Inc.
UNCHANGED
Shares6,648 from 6,648
Change0 (0%)
Value$915.5K (-$66.6K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares6,610 from 5,483
Change+1,127 (+21%)
Value$910.2K (+$100.1K)
Filed 2026-10-20
Keenan, LLC
DECREASED
Shares6,578 from 7,976
Change-1,398 (-18%)
Value$905.9K (-$272.4K)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares6,565 from 6,565
Change0 (0%)
Value$904.1K (-$65.8K)
Filed 2026-10-05
GLR Partners, LLC
DECREASED
Shares6,531 from 6,808
Change-277 (-4%)
Value$899.4K (-$106.4K)
Filed 2026-11-04
Beirne Wealth Consulting Services, LLC
INCREASED
Shares6,448 from 6,282
Change+166 (+3%)
Value$888.1K (-$40.0K)
Filed 2026-10-19
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares6,436 from 6,436
Change0 (0%)
Value$886.3K (-$64.5K)
Filed 2026-10-13
Innovative Wealth Building LLC
DECREASED
Shares6,380 from 6,870
Change-490 (-7%)
Value$878.6K (-$136.3K)
Filed 2026-10-14
StoneCrest Wealth Management, Inc.
INCREASED
Shares6,380 from 6,162
Change+218 (+4%)
Value$878.6K (-$31.7K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares6,350 from 6,350
Change0 (0%)
Value$874.5K (-$63.6K)
Filed 2026-11-04
Griffin Asset Management, Inc.
INCREASED
Shares6,303 from 6,221
Change+82 (+1%)
Value$868.0K (-$51.0K)
Filed 2026-10-22
Meridian Financial Advisors, LLC
INCREASED
Shares6,302 from 6,152
Change+150 (+2%)
Value$867.8K (-$41.0K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,287 from 5,557
Change+730 (+13%)
Value$865.8K (+$44.8K)
Filed 2026-10-16
Cypress Capital, LLC
NEW
Shares6,282
Change+6,282
Value$865.1K
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares6,169 from 8,471
Change-2,302 (-27%)
Value$849.5K (-$401.9K)
Filed 2026-11-04
Calamos Wealth Management LLC
DECREASED
Shares6,165 from 6,511
Change-346 (-5%)
Value$849.0K (-$112.9K)
Filed 2026-11-02
Harbour Capital Advisors, LLC
UNCHANGED
Shares6,080 from 6,080
Change0 (0%)
Value$837.3K (-$53.3K)
Filed 2026-10-13
Balefire, LLC
NEW
Shares5,955
Change+5,955
Value$820.1K
Filed 2026-10-09
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares5,830 from 5,830
Change0 (0%)
Value$802.8K (-$58.4K)
Filed 2026-10-28
Independence Bank of Kentucky
UNCHANGED
Shares5,828 from 5,828
Change0 (0%)
Value$802.6K (-$58.4K)
Filed 2026-10-26
Bay Capital Advisors, LLC
UNCHANGED
Shares5,797 from 5,797
Change0 (0%)
Value$798.3K (-$58.1K)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares5,749 from 5,747
Change+2 (+0%)
Value$807.3K (-$41.6K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED
Shares5,572 from 5,572
Change0 (0%)
Value$767.3K (-$55.8K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares5,382 from 5,382
Change0 (0%)
Value$795.0K ($0)
Filed 2026-10-26
Cambridge Financial Group, LLC
UNCHANGED
Shares5,378 from 5,378
Change0 (0%)
Value$794.5K ($0)
Filed 2026-10-06
Independent Financial Group, LLC
INCREASED
Shares5,374 from 5,034
Change+340 (+7%)
Value$740.1K (-$3.5K)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares5,366 from 6,142
Change-776 (-13%)
Value$739.0K (-$168.3K)
Filed 2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED
Shares5,302 from 5,302
Change0 (0%)
Value$730.1K (-$53.1K)
Filed 2026-10-19
Fairscale Capital, LLC
UNCHANGED
Shares5,181 from 5,181
Change0 (0%)
Value$753.7K (-$11.7K)
Filed 2026-11-04
Algorithmic Investment Models, LLC
NEW
Shares5,121
Change+5,121
Value$705.2K
Filed 2026-11-04
apricus wealth, LLC
UNCHANGED
Shares5,114 from 5,114
Change0 (0%)
Value$704.2K (-$51.2K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares5,065 from 5,340
Change-275 (-5%)
Value$697.6K (-$91.3K)
Filed 2026-11-05
Greenup Street Wealth Management LLC
DECREASED
Shares5,060 from 5,251
Change-191 (-4%)
Value$696.7K (-$78.9K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares5,010 from 5,009
Change+1 (+0%)
Value$689.9K (-$50.2K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares4,999 from 2,612
Change+2,387 (+91%)
Value$705.2K (+$319.2K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares4,916 from 4,796
Change+120 (+3%)
Value$676.9K (-$31.6K)
Filed 2026-10-22
Professional Financial Advisors, LLC
INCREASED
Shares4,903 from 4,805
Change+98 (+2%)
Value$675.2K (-$34.7K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
INCREASED
Shares4,895 from 4,100
Change+795 (+19%)
Value$674.1K (+$68.4K)
Filed 2026-10-22
American Financial & TAX Strategies Inc
UNCHANGED
Shares4,881 from 4,881
Change0 (0%)
Value$672.2K (-$48.9K)
Filed 2026-10-16
Crestwood Advisors Group, LLC
INCREASED
Shares4,850 from 4,821
Change+29 (+1%)
Value$667.8K (-$44.3K)
Filed 2026-10-27
Meridian Wealth Management, LLC
INCREASED
Shares4,792 from 4,618
Change+174 (+4%)
Value$659.9K (-$22.4K)
Filed 2026-11-05
Lodestar Private Asset Management LLC
DECREASED
Shares4,773 from 4,797
Change-24 (0%)
Value$657.3K (-$51.4K)
Filed 2026-10-26
MSH Capital Advisors LLC
UNCHANGED
Shares4,725 from 4,725
Change0 (0%)
Value$650.7K (-$47.3K)
Filed 2026-11-03
FC Advisory LLC
INCREASED
Shares4,651 from 4,636
Change+15 (+0%)
Value$640.5K (-$44.3K)
Filed 2026-10-05
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares4,630 from 4,630
Change0 (0%)
Value$637.6K (-$46.4K)
Filed 2026-10-30
EPG Wealth Management LLC
INCREASED
Shares4,554 from 4,540
Change+14 (+0%)
Value$627.2K (-$43.5K)
Filed 2026-11-03
Cambridge Advisors Inc.
DECREASED
Shares4,517 from 5,127
Change-610 (-12%)
Value$622.0K (-$135.4K)
Filed 2026-10-19
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares4,502 from 4,502
Change0 (0%)
Value$620.0K (-$45.1K)
Filed 2026-10-09
Montecito Bank & Trust
UNCHANGED
Shares4,490 from 4,490
Change0 (0%)
Value$618.3K (-$45.0K)
Filed 2026-10-01
Cookson Peirce & Co Inc
INCREASED
Shares4,415 from 4,274
Change+141 (+3%)
Value$608.0K (-$23.4K)
Filed 2026-10-30
Yanni & Associates Investment Advisors, LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$605.9K (-$44.1K)
Filed 2026-10-14
Bailard, Inc.
UNCHANGED
Shares4,383 from 4,383
Change0 (0%)
Value$603.6K (-$43.9K)
Filed 2026-10-13
GW Henssler & Associates LTD
DECREASED
Shares4,306 from 4,588
Change-282 (-6%)
Value$593.0K (-$84.8K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
DECREASED
Shares4,263 from 4,422
Change-159 (-4%)
Value$587.1K (-$66.2K)
Filed 2026-11-03
Weinberger Asset Management, Inc
INCREASED
Shares4,260 from 4,250
Change+10 (+0%)
Value$586.6K (-$41.7K)
Filed 2026-10-28
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares4,139 from 4,139
Change0 (0%)
Value$570.0K (-$41.5K)
Filed 2026-11-05
First Horizon Corp
INCREASED
Shares4,071 from 4,041
Change+30 (+1%)
Value$560.6K (-$36.4K)
Filed 2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares4,065 from 1,535
Change+2,530 (+165%)
Value$559.7K (+$333.0K)
Filed 2026-10-22
Destiny Capital Corp
DECREASED
Shares4,046 from 4,895
Change-849 (-17%)
Value$557.2K (-$165.9K)
Filed 2026-11-03
IFG Advisors, LLC
INCREASED
Shares4,009 from 4,008
Change+1 (+0%)
Value$552.1K (-$40.1K)
Filed 2026-10-15
Riverbend Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$550.8K (-$40.1K)
Filed 2026-10-15
Wolff Financial Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$550.8K (-$40.1K)
Filed 2026-10-23
Net Worth Advisory Group
INCREASED
Shares3,983 from 3,866
Change+117 (+3%)
Value$553.9K (-$17.3K)
Filed 2026-10-20
MV Capital Management, Inc.
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$544.1K (-$39.6K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED
Shares3,914 from 6,205
Change-2,291 (-37%)
Value$544.3K (-$366.5K)
Filed 2026-11-04
Triangle Securities Wealth Management
DECREASED
Shares3,896 from 4,292
Change-396 (-9%)
Value$536.5K (-$97.6K)
Filed 2026-10-14
Capital Investment Advisors, LLC
DECREASED
Shares3,850 from 4,142
Change-292 (-7%)
Value$530.2K (-$81.7K)
Filed 2026-10-22
Aspiriant, LLC
DECREASED
Shares3,812 from 3,976
Change-164 (-4%)
Value$525.0K (-$62.4K)
Filed 2026-10-16
River Street Advisors LLC
DECREASED
Shares3,786 from 3,877
Change-91 (-2%)
Value$521.4K (-$51.4K)
Filed 2026-10-22
TrinityBridge Ltd
UNCHANGED
Shares3,741 from 3,741
Change0 (0%)
Value$515 (-$551.5K)
Filed 2026-10-30
Claro Advisors Inc.
DECREASED
Shares3,739 from 3,803
Change-64 (-2%)
Value$514.9K (-$46.9K)
Filed 2026-11-02
Moneco Advisors, LLC
DECREASED
Shares3,719 from 5,252
Change-1,533 (-29%)
Value$512.2K (-$263.7K)
Filed 2026-11-05
AWM Capital, LLC
DECREASED
Shares3,650 from 4,822
Change-1,172 (-24%)
Value$502.6K (-$209.7K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares3,601 from 3,601
Change0 (0%)
Value$495.9K (-$36.1K)
Filed 2026-10-19
Doliver Advisors, LP
DECREASED
Shares3,589 from 3,594
Change-5 (0%)
Value$494.2K (-$36.7K)
Filed 2026-10-01
Thompson Siegel & Walmsley LLC
DECREASED
Shares3,532 from 20,453
Change-16,921 (-83%)
Value$486.0K (-$2.5M)
Filed 2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED
Shares3,515 from 3,515
Change0 (0%)
Value$484.1K (-$35.2K)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares3,499
Change+3,499
Value$515
Filed 2026-11-03
Kanawha Capital Management LLC
DECREASED
Shares3,488 from 4,923
Change-1,435 (-29%)
Value$480.3K (-$246.9K)
Filed 2026-10-19
Sigma Investment Counselors Inc
UNCHANGED
Shares3,482 from 3,482
Change0 (0%)
Value$479.5K (-$34.9K)
Filed 2026-10-27
Investmark Advisory Group LLC
INCREASED
Shares3,468 from 1,729
Change+1,739 (+101%)
Value$477.7K (+$222.3K)
Filed 2026-10-27
Arwa LLC
INCREASED
Shares3,459 from 3,449
Change+10 (+0%)
Value$488.1K (-$26.8K)
Filed 2026-10-21
Ironsides Asset Advisors, LLC
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$475.1K (-$34.6K)
Filed 2026-10-20
Goldstein Advisors, LLC
UNCHANGED
Shares3,420 from 3,420
Change0 (0%)
Value$471.0K (-$34.3K)
Filed 2026-10-15
Sensible Money, LLC
INCREASED
Shares3,391 from 3,311
Change+80 (+2%)
Value$467.0K (-$22.2K)
Filed 2026-10-20
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,391 from 3,391
Change0 (0%)
Value$467.0K (-$34.0K)
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares3,344 from 3,344
Change0 (0%)
Value$460.5K (-$33.5K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares3,342 from 3,444
Change-102 (-3%)
Value$460.3K (-$48.6K)
Filed 2026-10-30
Blackston Financial Advisory Group, LLC
DECREASED
Shares3,333 from 4,072
Change-739 (-18%)
Value$459.0K (-$142.5K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares3,278 from 3,181
Change+97 (+3%)
Value$451.4K (-$18.5K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares3,205 from 1,749
Change+1,456 (+83%)
Value$441.3K (+$182.9K)
Filed 2026-10-15
Bank of Stockton
DECREASED
Shares3,201 from 3,437
Change-236 (-7%)
Value$440.8K (-$66.9K)
Filed 2026-10-20
Sage Financial Group Inc
INCREASED
Shares3,199 from 3,193
Change+6 (+0%)
Value$440.5K (-$31.2K)
Filed 2026-10-27
Cornerstone Planning, LLC
UNCHANGED
Shares3,189 from 3,189
Change0 (0%)
Value$467.2K (-$3.9K)
Filed 2026-10-27
Wedbush Securities Inc
DECREASED
Shares3,180 from 3,454
Change-274 (-8%)
Value$438 (-$509.6K)
Filed 2026-10-22
Crusonia Wealth Advisors LLC
UNCHANGED
Shares3,126 from 3,126
Change0 (0%)
Value$430.5K (-$31.3K)
Filed 2026-10-26
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares3,062 from 3,062
Change0 (0%)
Value$421.7K (-$30.7K)
Filed 2026-10-28
Lanark Financial, Inc.
INCREASED
Shares3,057 from 2,049
Change+1,008 (+49%)
Value$421.0K (+$118.3K)
Filed 2026-10-26
Saxon Interests, Inc.
DECREASED
Shares2,994 from 5,174
Change-2,180 (-42%)
Value$412.2K (-$352.0K)
Filed 2026-10-26
Parkside Financial Bank & Trust
UNCHANGED
Shares2,994 from 2,994
Change0 (0%)
Value$412.3K (-$30.0K)
Filed 2026-10-27
Tenet Wealth Partners, LLC
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$409.3K (-$32.2K)
Filed 2026-10-19
Childress Capital Advisors, LLC
UNCHANGED
Shares2,961 from 2,961
Change0 (0%)
Value$407.8K (-$29.7K)
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares2,915 from 2,936
Change-21 (-1%)
Value$401.4K (-$32.3K)
Filed 2026-10-22
Nilsine Partners, LLC
UNCHANGED
Shares2,870 from 2,870
Change0 (0%)
Value$395.2K (-$28.8K)
Filed 2026-11-02
Washington Trust Bank
DECREASED
Shares2,864 from 2,930
Change-66 (-2%)
Value$394.4K (-$38.4K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares2,829 from 2,869
Change-40 (-1%)
Value$389.6K (-$34.3K)
Filed 2026-11-04
Founders Financial Securities LLC
INCREASED
Shares2,788 from 2,693
Change+95 (+4%)
Value$384.0K (-$13.9K)
Filed 2026-10-28
Romano Brothers and Company
DECREASED
Shares2,780 from 2,965
Change-185 (-6%)
Value$382.8K (-$55.2K)
Filed 2026-10-22
Lewis Asset Management, LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$378.7K (-$27.6K)
Filed 2026-10-14
Rayburn West Financial Services LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$378.7K (-$27.6K)
Filed 2026-11-03
Mezzasalma Advisors, LLC
UNCHANGED
Shares2,727 from 2,727
Change0 (0%)
Value$375.5K (-$27.3K)
Filed 2026-10-14
Atlas Brown,Inc.
INCREASED
Shares2,703 from 2,694
Change+9 (+0%)
Value$372.2K (-$25.8K)
Filed 2026-10-09
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,700 from 2,758
Change-58 (-2%)
Value$371.8K (-$35.6K)
Filed 2026-10-20
CRA Financial Services, LLC
UNCHANGED
Shares2,672 from 2,672
Change0 (0%)
Value$368.0K (-$26.8K)
Filed 2026-10-16
Wagner Wealth Management, LLC
UNCHANGED
Shares2,658 from 2,658
Change0 (0%)
Value$366.0K (-$26.6K)
Filed 2026-10-21
Heartwood Wealth Advisors LLC
UNCHANGED
Shares2,645 from 2,645
Change0 (0%)
Value$364.2K (-$26.5K)
Filed 2026-10-05
Root Financial Partners, LLC
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$362.9K (-$26.4K)
Filed 2026-10-21
Equitable Trust Co
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$362.5K (-$26.4K)
Filed 2026-10-13
Kwmg, LLC
UNCHANGED
Shares2,588 from 2,588
Change0 (0%)
Value$356.4K (-$25.9K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
INCREASED
Shares2,576 from 2,532
Change+44 (+2%)
Value$354.8K (-$19.3K)
Filed 2026-11-04
Willner & Heller, LLC
DECREASED
Shares2,574 from 2,637
Change-63 (-2%)
Value$354.5K (-$35.1K)
Filed 2026-10-28
Clayton Financial Group LLC
INCREASED
Shares2,570 from 1,535
Change+1,035 (+67%)
Value$353.9K (+$127.2K)
Filed 2026-10-13
Klein Pavlis & Peasley Financial, Inc.
NEW
Shares2,557
Change+2,557
Value$352.1K
Filed 2026-10-13
Busey Bank
UNCHANGED
Shares2,549 from 2,549
Change0 (0%)
Value$351.0K (-$25.5K)
Filed 2026-10-26
Gryphon Financial Partners LLC
UNCHANGED
Shares2,528 from 2,528
Change0 (0%)
Value$348.1K (-$25.3K)
Filed 2026-11-04
MKT Advisors LLC
UNCHANGED
Shares2,507 from 2,507
Change0 (0%)
Value$351.5K (-$14.5K)
Filed 2026-10-20
Renasant Bank
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$344.3K (-$25.1K)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares2,482 from 3,014
Change-532 (-18%)
Value$341.8K (-$103.4K)
Filed 2026-11-04
Wealth Preservation Advisors, LLC
INCREASED
Shares2,479 from 1,505
Change+974 (+65%)
Value$341.4K (+$119.0K)
Filed 2026-11-05
Clarity Asset Management, Inc.
INCREASED
Shares2,460 from 2,450
Change+10 (+0%)
Value$338.8K (-$23.2K)
Filed 2026-10-14
Confluence Wealth Services, Inc.
INCREASED
Shares2,434 from 2,433
Change+1 (+0%)
Value$335.1K (-$24.3K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares2,417 from 2,594
Change-177 (-7%)
Value$332.8K (-$50.4K)
Filed 2026-10-30
Eagle Strategies LLC
INCREASED
Shares2,357 from 2,350
Change+7 (+0%)
Value$324.6K (-$22.5K)
Filed 2026-10-16
Heritage Investors Management Corp
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$324 (-$347.7K)
Filed 2026-10-29
Capital Square, LLC
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$324.2K (-$20.6K)
Filed 2026-10-19
Insight Inv LLC
UNCHANGED
Shares2,344 from 2,344
Change0 (0%)
Value$322.8K (-$23.5K)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$319.5K (-$23.2K)
Filed 2026-10-23
Advisors Management Group Inc
UNCHANGED
Shares2,312 from 2,312
Change0 (0%)
Value$318.0K (-$23.0K)
Filed 2026-11-05
Reynders McVeigh Capital Management, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$316.7K (-$23.3K)
Filed 2026-10-30
Heritage Family Offices, LLP
INCREASED
Shares2,296 from 2,287
Change+9 (+0%)
Value$316.2K (-$21.6K)
Filed 2026-11-02
Townsend Financial Planning, LLC
UNCHANGED
Shares2,286 from 2,286
Change0 (0%)
Value$314.8K (-$22.9K)
Filed 2026-11-02
Guardian Financial Partners, LLC
INCREASED
Shares2,278 from 2,272
Change+6 (+0%)
Value$313.7K (-$21.9K)
Filed 2026-11-04
Florida Trust Wealth Management Co
NEW
Shares2,273
Change+2,273
Value$313.0K
Filed 2026-11-05
Royal Fund Management, LLC
DECREASED
Shares2,261 from 2,270
Change-9 (0%)
Value$311.5K (-$23.9K)
Filed 2026-10-22
Clientfirst Wealth Management, LLC
UNCHANGED
Shares2,258 from 2,258
Change0 (0%)
Value$310.9K (-$22.6K)
Filed 2026-11-04
Patriot Investment Management Group, Inc.
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$309.1K (-$22.5K)
Filed 2026-10-15
Fiduciary Alliance LLC
DECREASED
Shares2,244 from 4,848
Change-2,604 (-54%)
Value$309.1K (-$407.1K)
Filed 2026-10-13
Breachway Investments LLC
UNCHANGED
Shares2,220 from 2,220
Change0 (0%)
Value$305.7K (-$22.2K)
Filed 2026-10-19
Gen-Wealth Partners Inc
DECREASED
Shares2,207 from 2,357
Change-150 (-6%)
Value$303.9K (-$44.3K)
Filed 2026-11-04
LexAurum Advisors, LLC
UNCHANGED
Shares2,197 from 2,197
Change0 (0%)
Value$302.6K (-$22.0K)
Filed 2026-10-19
Mather Group, Llc.
UNCHANGED
Shares2,195 from 2,195
Change0 (0%)
Value$302.3K (-$21.9K)
Filed 2026-10-14
Rockwood Wealth Management, LLC
DECREASED
Shares2,180 from 2,333
Change-153 (-7%)
Value$300.3K (-$44.5K)
Filed 2026-10-27
Brookstone Capital Management
DECREASED
Shares2,172 from 2,283
Change-111 (-5%)
Value$299.1K (-$38.2K)
Filed 2026-10-22
Enzi Wealth
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$304.8K (-$12.2K)
Filed 2026-10-14
Valeo Financial Advisors, LLC
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$294.2K (-$21.4K)
Filed 2026-10-08
First Heartland Consultants, Inc.
DECREASED
Shares2,135 from 7,613
Change-5,478 (-72%)
Value$294.0K (-$830.7K)
Filed 2026-10-08
Integrity Alliance, Llc.
INCREASED
Shares2,135 from 1,811
Change+324 (+18%)
Value$294.0K (+$26.5K)
Filed 2026-10-29
Wedmont Private Capital
DECREASED
Shares2,134 from 2,176
Change-42 (-2%)
Value$299.2K (-$19.4K)
Filed 2026-10-09
Vann Equity Management LLC
INCREASED
Shares2,130 from 2,101
Change+29 (+1%)
Value$293.3K (-$17.1K)
Filed 2026-10-08
International Assets Investment Management, LLC
INCREASED
Shares2,125 from 2,065
Change+60 (+3%)
Value$295.5K (-$7.6K)
Filed 2026-11-02
Blankinship & Foster, LLC
UNCHANGED
Shares2,123 from 2,123
Change0 (0%)
Value$292.4K (-$21.3K)
Filed 2026-10-19
Waldron Private Wealth LLC
DECREASED
Shares2,116 from 2,218
Change-102 (-5%)
Value$291.4K (-$36.3K)
Filed 2026-11-02
Hilltop National Bank
UNCHANGED
Shares2,116 from 2,116
Change0 (0%)
Value$291.4K (-$21.2K)
Filed 2026-10-14
Community Bank & Trust, Waco, Texas
UNCHANGED
Shares2,098 from 2,098
Change0 (0%)
Value$289 (-$309.7K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares2,093 from 1,936
Change+157 (+8%)
Value$288.2K (+$2.2K)
Filed 2026-10-21
Horizon Wealth Management, LLC
UNCHANGED
Shares2,068 from 2,068
Change0 (0%)
Value$284.8K (-$20.7K)
Filed 2026-11-02
Carnegie Investment Counsel
UNCHANGED
Shares2,061 from 2,061
Change0 (0%)
Value$283.8K (-$20.7K)
Filed 2026-10-20
ZWJ Investment Counsel Inc
UNCHANGED
Shares2,048 from 2,048
Change0 (0%)
Value$282.0K (-$20.5K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$280.7K (-$20.4K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED
Shares2,037 from 1,925
Change+112 (+6%)
Value$280.5K (-$3.8K)
Filed 2026-10-05
Retirement Planning Co of New England, Inc.
DECREASED
Shares2,035 from 2,095
Change-60 (-3%)
Value$280.3K (-$29.3K)
Filed 2026-10-15
Accredited Investors Inc.
UNCHANGED
Shares2,034 from 2,034
Change0 (0%)
Value$280.1K (-$20.4K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
NEW
Shares2,014
Change+2,014
Value$277.3K
Filed 2026-10-13
DT Investment Partners, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$275.4K (-$20.0K)
Filed 2026-10-27
Eclectic Associates Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$275.4K (-$20.0K)
Filed 2026-10-09
MMA Asset Management LLC
UNCHANGED
Shares1,998 from 1,998
Change0 (0%)
Value$275.1K (-$20.0K)
Filed 2026-11-02
Aprio Wealth Management, LLC
DECREASED
Shares1,994 from 1,996
Change-2 (0%)
Value$274.6K (-$20.3K)
Filed 2026-10-28
Apella Capital, LLC
DECREASED
Shares1,985 from 2,024
Change-39 (-2%)
Value$276.2K (-$19.3K)
Filed 2026-10-08
Insight Advisors, LLC/ PA
INCREASED
Shares1,951 from 1,949
Change+2 (+0%)
Value$268.6K (-$19.3K)
Filed 2026-10-22
Chapin Davis, Inc.
UNCHANGED
Shares1,949 from 1,949
Change0 (0%)
Value$268.4K (-$19.5K)
Filed 2026-10-09
Signaturefd, LLC
UNCHANGED
Shares1,912 from 1,912
Change0 (0%)
Value$263.3K (-$19.2K)
Filed 2026-10-23
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares1,910 from 1,925
Change-15 (-1%)
Value$263.0K (-$21.4K)
Filed 2026-10-29
Sapient Capital LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$263.0K (-$19.1K)
Filed 2026-10-08
VestGen Advisors, LLC
DECREASED
Shares1,906 from 1,921
Change-15 (-1%)
Value$262.5K (-$21.3K)
Filed 2026-10-27
BAR Harbor Wealth Management
DECREASED
Shares1,891 from 1,905
Change-14 (-1%)
Value$260.4K (-$21.0K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
DECREASED
Shares1,884 from 1,892
Change-8 (0%)
Value$259.5K (-$20.0K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares1,881 from 126
Change+1,755 (+1393%)
Value$259.0K (+$240.4K)
Filed 2026-11-05
Accelerate Investment Advisors LLC
INCREASED
Shares1,866 from 1,863
Change+3 (+0%)
Value$257.0K (-$18.3K)
Filed 2026-11-02
Old Second National Bank of Aurora
DECREASED
Shares1,864 from 2,634
Change-770 (-29%)
Value$256.7K (-$132.4K)
Filed 2026-10-22
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$256.0K (-$7.9K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares1,787 from 1,785
Change+2 (+0%)
Value$250.0K (-$13.7K)
Filed 2026-10-15
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares1,772 from 1,772
Change0 (0%)
Value$244.0K (-$17.8K)
Filed 2026-10-08
NWF Advisory Services Inc.
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$243.2K (-$17.7K)
Filed 2026-10-19
Weil Company, Inc.
INCREASED
Shares1,765 from 1,764
Change+1 (+0%)
Value$243.1K (-$17.5K)
Filed 2026-10-14
HCR Wealth Advisors
DECREASED
Shares1,744 from 1,767
Change-23 (-1%)
Value$240.2K (-$20.9K)
Filed 2026-10-15
Hamilton Capital, LLC
UNCHANGED
Shares1,738 from 1,738
Change0 (0%)
Value$239.3K (-$17.4K)
Filed 2026-10-08
Wealth Advisory Team LLC
INCREASED
Shares1,730 from 1,723
Change+7 (+0%)
Value$238.2K (-$16.3K)
Filed 2026-11-05
SWP Financial LLC
UNCHANGED
Shares1,728 from 1,728
Change0 (0%)
Value$238.0K (-$17.3K)
Filed 2026-10-23
Friday Financial
UNCHANGED
Shares1,724 from 1,724
Change0 (0%)
Value$239.8K (-$12.0K)
Filed 2026-10-09
Decker Wealth Management LLC
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$236.9K (-$17.2K)
Filed 2026-10-09
First County Bank
UNCHANGED
Shares1,696 from 1,696
Change0 (0%)
Value$233.6K (-$17.0K)
Filed 2026-10-13
First City Capital Management, Inc.
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$232.7K (-$16.9K)
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares1,684 from 1,369
Change+315 (+23%)
Value$232 (-$201.8K)
Filed 2026-10-26
Clark Asset Management, LLC
UNCHANGED
Shares1,684 from 1,684
Change0 (0%)
Value$231.9K (-$16.9K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
INCREASED
Shares1,669 from 1,663
Change+6 (+0%)
Value$229.9K (-$15.7K)
Filed 2026-10-20
Moneywise, Inc.
UNCHANGED
Shares1,667 from 1,667
Change0 (0%)
Value$229.6K (-$16.7K)
Filed 2026-10-30
WBH Advisory Inc
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$229.0K (-$16.7K)
Filed 2026-11-05
KCM Investment Advisors LLC
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$227.1K (-$16.5K)
Filed 2026-10-27
Aufman Associates Inc
DECREASED
Shares1,631 from 1,699
Change-68 (-4%)
Value$224.6K (-$26.4K)
Filed 2026-11-04
Holland Advisory Services, Inc.
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$224.1K (-$16.2K)
Filed 2026-10-26
Buttonwood Financial Advisors Inc.
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$222.4K (-$16.2K)
Filed 2026-10-13
Allen Investment Management, LLC
UNCHANGED
Shares1,612 from 1,612
Change0 (0%)
Value$222.0K (-$16.2K)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares1,608 from 1,604
Change+4 (+0%)
Value$225.5K (-$11.5K)
Filed 2026-10-09
MBL Wealth, LLC
DECREASED
Shares1,600 from 1,700
Change-100 (-6%)
Value$220.3K (-$30.8K)
Filed 2026-10-22
Hixon Zuercher, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$220.3K (-$16.0K)
Filed 2026-10-13
Able Financial Group, LLC
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$216.6K (-$15.8K)
Filed 2026-10-14
Cosner Financial Group, LLC
DECREASED
Shares1,570 from 1,578
Change-8 (-1%)
Value$216.2K (-$16.9K)
Filed 2026-11-03
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,564 from 1,564
Change0 (0%)
Value$215.4K (-$15.7K)
Filed 2026-10-19
Huntleigh Advisors, Inc.
DECREASED
Shares1,554 from 1,620
Change-66 (-4%)
Value$214.0K (-$25.3K)
Filed 2026-11-03
Align Financial, LLC
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$213.2K (-$15.5K)
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
INCREASED
Shares1,546 from 1,521
Change+25 (+2%)
Value$212.9K (-$11.7K)
Filed 2026-10-29
Private Management Group Inc
UNCHANGED
Shares1,546 from 1,546
Change0 (0%)
Value$212.9K (-$15.5K)
Filed 2026-11-04
Dynamic Financial Group
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$211.8K (-$15.4K)
Filed 2026-10-28
Flaharty Asset Management, LLC
DECREASED
Shares1,533 from 4,553
Change-3,020 (-66%)
Value$215.4K (-$452.9K)
Filed 2026-11-02
Adamsbrown Wealth Consultants LLC
INCREASED
Shares1,532 from 1,419
Change+113 (+8%)
Value$211.0K (+$1.3K)
Filed 2026-10-20
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,516 from 1,515
Change+1 (+0%)
Value$208.7K (-$15.1K)
Filed 2026-10-13
Virtus Wealth Solutions LLC
INCREASED
Shares1,511 from 1,505
Change+6 (+0%)
Value$208.1K (-$14.2K)
Filed 2026-11-03
True Private Wealth Advisors
UNCHANGED
Shares1,490 from 1,490
Change0 (0%)
Value$205.3K (-$14.9K)
Filed 2026-10-19
True Link Financial Advisors, LLC
NEW
Shares1,483
Change+1,483
Value$204.2K
Filed 2026-10-27
PFS Partners, LLC
UNCHANGED
Shares1,483 from 1,483
Change0 (0%)
Value$204.3K (-$14.9K)
Filed 2026-10-21
Hidden Cove Wealth Management, LLC
UNCHANGED
Shares1,477 from 1,477
Change0 (0%)
Value$203.4K (-$14.8K)
Filed 2026-10-19
Sage Mountain Advisors LLC
UNCHANGED
Shares1,338 from 1,338
Change0 (0%)
Value$184.3K (-$13.4K)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares1,250 from 1,299
Change-49 (-4%)
Value$172.1K (-$19.8K)
Filed 2026-10-08
Oakworth Capital, Inc.
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$171.9K (-$12.5K)
Filed 2026-10-26
Legacy Bridge, LLC
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$163.2K (-$11.9K)
Filed 2026-10-28
Gamma Investing LLC
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$161.7K (-$11.8K)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$161.7K (-$11.8K)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares1,167 from 1,167
Change0 (0%)
Value$160.7K (-$11.6K)
Filed 2026-11-05
TFC Financial Management, Inc.
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$156.7K (-$11.4K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$155.8K (-$11.3K)
Filed 2026-10-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$150.1K (-$10.9K)
Filed 2026-10-15
Holos Integrated Wealth LLC
INCREASED
Shares1,072 from 918
Change+154 (+17%)
Value$151.2K (+$17.2K)
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares1,066 from 1,062
Change+4 (+0%)
Value$146.8K (-$10.0K)
Filed 2026-11-02
Towne Trust Company, N.a
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$146.2K (-$10.6K)
Filed 2026-10-28
City Holding Co
INCREASED
Shares1,025 from 825
Change+200 (+24%)
Value$141.2K (+$19.3K)
Filed 2026-10-19
Burk Holdings LLC
INCREASED
Shares1,016 from 80
Change+936 (+1170%)
Value$139.9K (+$128.1K)
Filed 2026-11-05
Mechanics Financial Corp
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$138.3K (-$10.1K)
Filed 2026-11-05
Eastern Bank
NEW
Shares990
Change+990
Value$136.3K
Filed 2026-10-05
Main Street Group, LTD
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$131.1K (-$9.5K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
NEW
Shares945
Change+945
Value$130.1K
Filed 2026-10-27
Mcdonald Partners LLC
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$128.3K (-$9.3K)
Filed 2026-11-03
S.A. Mason LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$121.2K (-$8.8K)
Filed 2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$119.8K (-$8.7K)
Filed 2026-10-23
High Note Wealth, LLC
UNCHANGED
Shares851 from 851
Change0 (0%)
Value$117.2K (-$8.5K)
Filed 2026-10-27
Kentucky Trust Co
DECREASED
Shares830 from 850
Change-20 (-2%)
Value$114.3K (-$11.3K)
Filed 2026-10-15
United Community Bank
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$112.6K (-$8.2K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$109.9K (-$8.0K)
Filed 2026-10-23
Acropolis Investment Management, LLC
INCREASED
Shares790 from 788
Change+2 (+0%)
Value$108.8K (-$7.6K)
Filed 2026-10-08
Mascoma Wealth Management LLC
DECREASED
Shares773 from 825
Change-52 (-6%)
Value$106.5K (-$15.4K)
Filed 2026-10-23
Townsend Asset Management Corp
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$99.8K (-$7.3K)
Filed 2026-10-29
Western Pacific Wealth Management, LP
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$92.0K (-$6.7K)
Filed 2026-10-16
Center for Financial Planning, Inc.
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$90.9K (-$6.6K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares652 from 599
Change+53 (+9%)
Value$89.9K (+$1.4K)
Filed 2026-10-30
Key FInancial Inc
DECREASED
Shares633 from 1,190
Change-557 (-47%)
Value$87.2K (-$88.6K)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares602
Change+602
Value$82.9K
Filed 2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$82.6K (-$6.0K)
Filed 2026-10-22
POM Investment Strategies, LLC
DECREASED
Shares565 from 766
Change-201 (-26%)
Value$77.9K (-$35.3K)
Filed 2026-10-20
Albion Financial Group
DECREASED
Shares550 from 775
Change-225 (-29%)
Value$75.7K (-$38.8K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$71.1K (-$5.2K)
Filed 2026-10-30
Burkett Financial Services, LLC
INCREASED
Shares515 from 513
Change+2 (+0%)
Value$71.0K (-$4.9K)
Filed 2026-10-01
Abound Wealth Management
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$64.6K (-$4.7K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
INCREASED
Shares463 from 462
Change+1 (+0%)
Value$63.8K (-$4.4K)
Filed 2026-11-02
Breakwater Investment Management
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$63.8K (-$4.6K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares458 from 272
Change+186 (+68%)
Value$63.1K (+$22.9K)
Filed 2026-11-04
Angeles Wealth Management, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$62.0K (-$4.5K)
Filed 2026-10-26
Sima Wealth Partners, LLC
DECREASED
Shares441 from 590
Change-149 (-25%)
Value$60.7K (-$26.4K)
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$60.6K (-$4.4K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares433 from 431
Change+2 (+0%)
Value$59.6K (-$4.1K)
Filed 2026-10-14
Piscataqua Savings Bank
DECREASED
Shares427 from 474
Change-47 (-10%)
Value$58.8K (-$11.2K)
Filed 2026-10-21
Tsfg, LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$58 (-$62.9K)
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$53.2K (-$3.9K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$41.9K (-$3.0K)
Filed 2026-10-07
Golden State Wealth Management, LLC
DECREASED
Shares297 from 300
Change-3 (-1%)
Value$40.9K (-$3.4K)
Filed 2026-11-02
Capital Investment Counsel, Inc
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$36.6K (-$2.7K)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$36.1K (-$2.6K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
DECREASED
Shares253 from 506
Change-253 (-50%)
Value$34.8K (-$39.9K)
Filed 2026-10-09
Signature Equity Partners, LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$33.9K (-$2.5K)
Filed 2026-10-29
Bear Mountain Capital, Inc.
DECREASED
Shares244 from 249
Change-5 (-2%)
Value$34.5K (-$2.0K)
Filed 2026-11-04
American National Bank & Trust
DECREASED
Shares240 from 354
Change-114 (-32%)
Value$33.1K (-$19.2K)
Filed 2026-10-07
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$32.6K (-$2.4K)
Filed 2026-10-28
CX Institutional
INCREASED
Shares233 from 232
Change+1 (+0%)
Value$32 (-$2)
Filed 2026-10-02
Quaker Wealth Management, LLC
INCREASED
Shares221 from 220
Change+1 (+0%)
Value$30.5K (-$2.1K)
Filed 2026-10-22
Toth Financial Advisory Corp
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$30.4K (-$2.2K)
Filed 2026-10-08
Comprehensive Financial Planning, Inc.
INCREASED
Shares214 from 213
Change+1 (+0%)
Value$29.5K (-$2.0K)
Filed 2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$27.8K (-$2.0K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$26.4K (-$1.9K)
Filed 2026-10-16
Bullock Wealth Management Group
DECREASED
Shares187 from 236
Change-49 (-21%)
Value$26.0K (-$8.6K)
Filed 2026-10-09
North Star Investment Management Corp.
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$25.8K (-$1.9K)
Filed 2026-10-27
Key Capital Management, Inc
INCREASED
Shares180 from 172
Change+8 (+5%)
Value$24.8K (-$622)
Filed 2026-11-03
Global Trust Asset Management, LLC
DECREASED
Shares176 from 286
Change-110 (-38%)
Value$24.2K (-$18.0K)
Filed 2026-10-19
Union Savings Bank
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$24.2K (-$1.8K)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$21.3K (-$1.6K)
Filed 2026-10-16
Piedmont Capital Management, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$20.9K (-$1.5K)
Filed 2026-10-21
Pacific Center for Financial Services
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$20.4K (-$1.5K)
Filed 2026-10-15
StrongBox Wealth, LLC
INCREASED
Shares143 from 137
Change+6 (+4%)
Value$19.7K (-$546)
Filed 2026-11-02
Team Financial Group, LLC
NEW
Shares137
Change+137
Value$18.9K
Filed 2026-10-30
Kingdom Financial Group Llc.
INCREASED
Shares135 from 120
Change+15 (+13%)
Value$18.5K (+$800)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares128
Change+128
Value$17.6K
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$17.6K (-$1.3K)
Filed 2026-10-16
Grove Bank & Trust
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$17.4K (-$1.3K)
Filed 2026-10-08
Sterling Capital Management LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$17.1K (-$1.2K)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares119
Change+119
Value$16.3K
Filed 2026-10-27
Friedenthal Financial
NEW
Shares117
Change+117
Value$16.1K
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$16.0K (-$885)
Filed 2026-10-09
Ashton Thomas Securities, LLC
NEW
Shares106
Change+106
Value$14.6K
Filed 2026-10-26
Monetary Solutions, Ltd
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$14.5K (-$1.1K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares101 from 21
Change+80 (+381%)
Value$13.9K (+$10.8K)
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$13.5K (-$926)
Filed 2026-11-05
Beacon Financial Strategies Corp
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$13.5K (-$982)
Filed 2026-10-14
Steph & Co
DECREASED
Shares94 from 97
Change-3 (-3%)
Value$12.9K (-$1.4K)
Filed 2026-10-07
Evermay Wealth Management LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$12.1K (-$882)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$12.1K (-$882)
Filed 2026-10-05
Transce3nd, LLC
NEW
Shares81
Change+81
Value$11.6K
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$10.7K (-$781)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED
Shares65 from 515
Change-450 (-87%)
Value$9.0K (-$67.1K)
Filed 2026-11-04
SYM Financial Corp
INCREASED
Shares64 from 21
Change+43 (+205%)
Value$8.9K (+$5.8K)
Filed 2026-10-26
James T. Borello RIA
NEW
Shares59
Change+59
Value$8.1K
Filed 2026-10-16
Sawyer & Company, Inc
DECREASED
Shares56 from 71
Change-15 (-21%)
Value$7.7K (-$2.8K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.9K (-$501)
Filed 2026-10-13
3 Factor Indexing, LLC
DECREASED
Shares48 from 63
Change-15 (-24%)
Value$6.5K (-$2.7K)
Filed 2026-10-15
Fortitude Family Office, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$6.5K (-$471)
Filed 2026-10-14
Noble Wealth Management PBC
DECREASED
Shares45 from 79
Change-34 (-43%)
Value$6.2K (-$5.5K)
Filed 2026-10-01
TD Waterhouse Canada Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.6K (-$307)
Filed 2026-10-16
Chung Wu Investment Group, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$4.4K (-$320)
Filed 2026-11-03
High Point Wealth Management, LLC
NEW
Shares25
Change+25
Value$3.4K
Filed 2026-11-05
Bank of New Hampshire
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.1K (-$150)
Filed 2026-10-06
Fairman Group, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.8K (-$130)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.5K (-$111)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares10 from 5
Change+5 (+100%)
Value$1.4K (+$638)
Filed 2026-11-05
Buck Wealth Strategies, LLC
NEW
Shares2
Change+2
Value$275
Filed 2026-10-28
Kings Path Partners LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$303 (-$22)
Filed 2026-10-21
MFA Wealth Advisors, LLC
CLOSED
Shares0 from 54,925
Change-54,925 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-07
Sageworth Trust Co
CLOSED
Shares0 from 16,072
Change-16,072 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-30
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 10,032
Change-10,032 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 6,931
Change-6,931 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Anchor Capital Advisors LLC
CLOSED
Shares0 from 6,828
Change-6,828 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
Naples Global Advisors, LLC
CLOSED
Shares0 from 4,179
Change-4,179 (-100%)
Value$0 (-$617.3K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 2,877
Change-2,877 (-100%)
Value$0 (-$425.1K)
Filed 2026-10-13
KPP Advisory Services LLC
CLOSED
Shares0 from 2,618
Change-2,618 (-100%)
Value$0 (-$386.8K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,287
Change-2,287 (-100%)
Value$0 (-$337.8K)
Filed 2026-10-27
Sunesis Advisors, LLC
CLOSED
Shares0 from 1,977
Change-1,977 (-100%)
Value$0 (-$292.1K)
Filed 2026-10-26
Greenspring Advisors, LLC
CLOSED
Shares0 from 1,741
Change-1,741 (-100%)
Value$0 (-$257.2K)
Filed 2026-11-05
Convergence Financial, LLC
CLOSED
Shares0 from 1,650
Change-1,650 (-100%)
Value$0 (-$243.8K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$236.4K)
Filed 2026-10-21
BlueChip Wealth Advisors LLC
CLOSED
Shares0 from 1,516
Change-1,516 (-100%)
Value$0 (-$224.0K)
Filed 2026-11-03
Plan Group Financial, LLC
CLOSED
Shares0 from 1,510
Change-1,510 (-100%)
Value$0 (-$223.1K)
Filed 2026-10-22
Shrier Wealth Management, LLC
CLOSED
Shares0 from 1,447
Change-1,447 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-20
Fee-Only Financial Planning, L.C.
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-23
Milestones Private Investment Advisors LLC
CLOSED
Shares0 from 1,406
Change-1,406 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-19
Mccarter Private Wealth Services LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-22
Grant Street Asset Management, Inc.
CLOSED
Shares0 from 1,395
Change-1,395 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-26
Wealth Architects, LLC
CLOSED
Shares0 from 1,389
Change-1,389 (-100%)
Value$0 (-$205.2K)
Filed 2026-11-03
Independent Wealth Advisors LLC
CLOSED
Shares0 from 1,385
Change-1,385 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 1,383
Change-1,383 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-13
Glenview Trust Co
CLOSED
Shares0 from 1,373
Change-1,373 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-28
Summit Asset Management, LLC
CLOSED
Shares0 from 1,372
Change-1,372 (-100%)
Value$0 (-$202.7K)
Filed 2026-11-05
Garde Capital, Inc.
CLOSED
Shares0 from 1,371
Change-1,371 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,352
Change-1,352 (-100%)
Value$0 (-$199.7K)
Filed 2026-10-13
NBT Bank, N.A.
CLOSED
Shares0 from 685
Change-685 (-100%)
Value$0 (-$101.2K)
Filed 2026-10-21
Balentine LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$10.8K)
Filed 2026-11-03
Tucker Asset Management LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-29
Chilton Capital Management LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$644.8K (+$96.8K)
Filed 2026-10-29
FMR LLC
N/A
Shares— from 4,088,134
Change-4,088,134 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,991,007
Change-3,991,007 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,517,335
Change-3,517,335 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,383,455
Change-2,383,455 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,237,277
Change-2,237,277 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,938,165
Change-1,938,165 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,391,097
Change-1,391,097 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 867,638
Change-867,638 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 768,548
Change-768,548 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 674,681
Change-674,681 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 635,321
Change-635,321 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 609,138
Change-609,138 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 605,746
Change-605,746 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 545,411
Change-545,411 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 449,626
Change-449,626 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 415,471
Change-415,471 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 334,351
Change-334,351 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 332,590
Change-332,590 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 330,985
Change-330,985 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 265,442
Change-265,442 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 263,246
Change-263,246 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 250,706
Change-250,706 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 215,877
Change-215,877 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 171,395
Change-171,395 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 162,264
Change-162,264 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 138,688
Change-138,688 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 125,147
Change-125,147 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 124,686
Change-124,686 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 118,338
Change-118,338 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 115,387
Change-115,387 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 108,310
Change-108,310 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 105,579
Change-105,579 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 105,531
Change-105,531 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 104,147
Change-104,147 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 101,400
Change-101,400 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 100,500
Change-100,500 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 100,427
Change-100,427 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 92,002
Change-92,002 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 91,079
Change-91,079 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 88,947
Change-88,947 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 88,462
Change-88,462 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 77,483
Change-77,483 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 71,459
Change-71,459 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 63,636
Change-63,636 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 59,313
Change-59,313 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 58,676
Change-58,676 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 57,928
Change-57,928 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 56,189
Change-56,189 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 55,498
Change-55,498 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 54,179
Change-54,179 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 52,980
Change-52,980 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 49,771
Change-49,771 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 48,669
Change-48,669 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 44,703
Change-44,703 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 44,290
Change-44,290 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 43,928
Change-43,928 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 40,933
Change-40,933 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 40,491
Change-40,491 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 39,808
Change-39,808 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 36,753
Change-36,753 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 36,061
Change-36,061 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 34,712
Change-34,712 (-100%)
Value—
Betterment LLC
N/A
Shares— from 34,192
Change-34,192 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 34,147
Change-34,147 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 32,843
Change-32,843 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 32,195
Change-32,195 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 31,895
Change-31,895 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 31,680
Change-31,680 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 30,928
Change-30,928 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 29,015
Change-29,015 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 28,654
Change-28,654 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 28,497
Change-28,497 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 28,428
Change-28,428 (-100%)
Value—
&partners
N/A
Shares— from 28,055
Change-28,055 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 27,297
Change-27,297 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 27,288
Change-27,288 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 27,127
Change-27,127 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 25,622
Change-25,622 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 24,617
Change-24,617 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 23,989
Change-23,989 (-100%)
Value—
Members Trust Co
N/A
Shares— from 23,013
Change-23,013 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 21,924
Change-21,924 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 21,052
Change-21,052 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,716
Change-20,716 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 20,372
Change-20,372 (-100%)
Value—
Commerce Bank
N/A
Shares— from 20,061
Change-20,061 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 19,840
Change-19,840 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 19,744
Change-19,744 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,695
Change-19,695 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,497
Change-19,497 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 19,346
Change-19,346 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 19,233
Change-19,233 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 19,042
Change-19,042 (-100%)
Value—
Allegheny Financial Group
N/A
Shares— from 18,973
Change-18,973 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 18,904
Change-18,904 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 18,422
Change-18,422 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 18,261
Change-18,261 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 18,082
Change-18,082 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 17,288
Change-17,288 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 16,693
Change-16,693 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 16,587
Change-16,587 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 16,325
Change-16,325 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 16,121
Change-16,121 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,691
Change-14,691 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 14,574
Change-14,574 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,347
Change-14,347 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 14,333
Change-14,333 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 14,271
Change-14,271 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 13,434
Change-13,434 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 13,248
Change-13,248 (-100%)
Value—
Blair William & Co
N/A
Shares— from 13,248
Change-13,248 (-100%)
Value—
American Trust
N/A
Shares— from 13,215
Change-13,215 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 13,126
Change-13,126 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,873
Change-12,873 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 12,576
Change-12,576 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 12,362
Change-12,362 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,303
Change-12,303 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 12,144
Change-12,144 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 11,938
Change-11,938 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 11,692
Change-11,692 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 11,586
Change-11,586 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 11,196
Change-11,196 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 11,113
Change-11,113 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 10,638
Change-10,638 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 10,614
Change-10,614 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 10,178
Change-10,178 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 9,998
Change-9,998 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,972
Change-9,972 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 9,449
Change-9,449 (-100%)
Value—
Nwam LLC
N/A
Shares— from 9,391
Change-9,391 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,185
Change-9,185 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 8,944
Change-8,944 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 8,845
Change-8,845 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 8,664
Change-8,664 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 8,548
Change-8,548 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 8,436
Change-8,436 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 8,413
Change-8,413 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,146
Change-8,146 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,993
Change-7,993 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 7,727
Change-7,727 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,692
Change-7,692 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,571
Change-7,571 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 7,099
Change-7,099 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 6,971
Change-6,971 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,862
Change-6,862 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,763
Change-6,763 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 5,864
Change-5,864 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,604
Change-5,604 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,486
Change-5,486 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 5,414
Change-5,414 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,757
Change-4,757 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
First Citizens Asset Management, Inc.
N/A
Shares— from 4,151
Change-4,151 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 4,063
Change-4,063 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,624
Change-3,624 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,516
Change-3,516 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Motco
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Central Trust Co
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 795
Change-795 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 632
Change-632 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 585
Change-585 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 472
Change-472 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Centennial Bank
N/A
Shares— from 450
Change-450 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 432
Change-432 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 415
Change-415 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 404
Change-404 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 342
Change-342 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 289
Change-289 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 246
Change-246 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 244
Change-244 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 206
Change-206 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 204
Change-204 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 182
Change-182 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 164
Change-164 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 140
Change-140 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 102
Change-102 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 92
Change-92 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 84
Change-84 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 79
Change-79 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
CNB Bank
N/A
Shares— from 61
Change-61 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 42
Change-42 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3
Change-3 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 0
Change0
Value—
Status
D.A. Davidson & Co.
INCREASED1,171,5231,132,668+38,855+3%$167.3M$161.3M-$6.0M2026-10-28
Cullen T Bankers, Inc.
DECREASED729,561768,428-38,867-5%$113.5M$100.5M-$13.1M2026-10-28
Bank of New York Mellon Corp
DECREASED389,599402,922-13,323-3%$59.5M$53.7M-$5.9M2026-11-05
Evensky & Katz LLC
DECREASED323,367329,371-6,004-2%$48.7M$44.5K-$48.6M2026-10-27
Lido Advisors, LLC
INCREASED280,814262,650+18,164+7%$38.8M$38.7M-$130.3K2026-11-04
Midland Wealth Advisors, LLC
DECREASED273,118278,506-5,388-2%$41.1M$37.6M-$3.5M2026-10-26
Bokf, NA
DECREASED257,470269,482-12,012-4%$39.8M$35.5M-$4.4M2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED255,874263,973-8,099-3%$39.0M$35.2M-$3.8M2026-10-23
Willis Johnson Wealth, Inc.
INCREASED235,808232,221+3,587+2%$34.3M$32.5M-$1.8M2026-11-03
Courier Capital LLC
DECREASED224,842227,786-2,944-1%$33.7M$31.0M-$2.7M2026-10-19
Truist Financial Corp
DECREASED206,629209,578-2,949-1%$31.0M$28.5M-$2.5M2026-10-30
Assetmark, Inc
INCREASED189,4401,014+188,426+18582%$149.7K$26.1M+$25.9M2026-10-21
Creative Planning
DECREASED178,058180,776-2,718-1%$26.7M$24.5M-$2.2M2026-11-02
Keybank National Association
DECREASED172,662173,265-6030%$25.6M$23.8M-$1.8M2026-11-04
Commonwealth Equity Services, LLC
DECREASED169,664209,429-39,765-19%$30.9M$23.4M-$7.6M2026-11-02
Sterling Financial Planning, Inc.
INCREASED167,200156,530+10,670+7%$23.1M$23.0M-$99.0K2026-10-28
Fifth Third Bancorp
DECREASED147,004150,705-3,701-2%$22.3M$20.2M-$2.0M2026-11-05
AlphaCore Capital LLC
DECREASED143,116157,712-14,596-9%$23.3M$19.7M-$3.6M2026-11-04
Capital Advisors, Ltd. LLC
INCREASED111,154110,998+156+0%$16.4K$15.3K-$1.1K2026-10-27
GHP Investment Advisors, Inc.
DECREASED100,719101,841-1,122-1%$15.0M$13.9M-$1.2M2026-10-15
Kestra Advisory Services, LLC
INCREASED100,52499,253+1,271+1%$14.7M$13.8M-$819.5K2026-11-02
PW Nova Financial Services LLC
INCREASED97,80285,851+11,951+14%$12.7M$13.5M+$785.6K2026-10-15
Cassaday & Co Wealth Management LLC
DECREASED95,06196,183-1,122-1%$14.2M$13.1M-$1.1M2026-10-27
Salomon & Ludwin, LLC
DECREASED93,95294,459-507-1%$13.9M$12.9M-$923.4K2026-10-29
Omega Financial Group, LLC
DECREASED92,39592,908-513-1%$13.7M$12.7M-$1.0M2026-10-29
1834 Investment Advisors Co
DECREASED90,09293,660-3,568-4%$13.8M$12.4M-$1.4M2026-10-16
First Merchants Corp
DECREASED84,42191,589-7,168-8%$13.5M$11.6M-$1.9M2026-10-15
Ellis Investment Partners, LLC
DECREASED82,52784,376-1,849-2%$12.5M$11.4M-$1.1M2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED80,19479,163+1,031+1%$11.7M$11.0K-$11.7M2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED79,17279,854-682-1%$11.8M$10.9M-$894.4K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED77,21069,201+8,009+12%$6.1M$7.0M+$884.7K2026-10-13
Independence Financial Advisors, LLC
INCREASED72,27966,323+5,956+9%$9.8M$10.0M+$155.5K2026-10-08
Regions Financial Corp
DECREASED69,86170,984-1,123-2%$10.5M$9.6M-$865.9K2026-11-05
US Bancorp \de\
INCREASED66,77266,399+373+1%$9.8M$9.2M-$623.5K2026-11-05
IFP Advisors, Inc
INCREASED65,46552,727+12,738+24%$7.8M$9.0M+$1.2M2026-10-16
BIP Wealth, LLC
INCREASED65,1682,501+62,667+2506%$369.5K$9.0M+$8.6M2026-10-22
OFS Enterprise LLC
INCREASED62,88762,340+547+1%$9.2M$8.7M-$549.3K2026-10-16
LMG Wealth Partners, LLC
INCREASED61,66961,225+444+1%$9.0M$8.5M-$552.3K2026-11-05
Ddfg, Inc
INCREASED58,85958,149+710+1%$8.6M$8.1M-$484.9K2026-10-15
InvesTrust
DECREASED56,35557,033-678-1%$8.4M$7.8M-$664.8K2026-10-14
Thrivent Financial for Lutherans
INCREASED56,17254,289+1,883+3%$8.0M$7.7M-$285.0K2026-11-05
Foundation Wealth Management, LLC
DECREASED55,31956,830-1,511-3%$8.4M$7.6M-$777.7K2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED54,77854,654+124+0%$8.1M$7.5M-$530.6K2026-11-04
Parr Mcknight Wealth Management Group, LLC
INCREASED52,28751,806+481+1%$7.7M$7.2M-$452.9K2026-10-30
First Citizens Financial Corp
DECREASED50,01450,093-790%$7.4M$6.9M-$512.8K2026-10-02
Hudson Capital Management LLC
INCREASED48,74048,312+428+1%$7.1M$6.7M-$425.2K2026-10-20
Greenleaf Trust
DECREASED47,79447,962-1680%$7.1M$6.6M-$503.7K2026-10-29
Asset Dedication, LLC
INCREASED46,83844,725+2,113+5%$6.6M$6.5M-$157.2K2026-11-03
Novem Group
INCREASED46,09143,367+2,724+6%$6.4M$6.3M-$59.4K2026-10-19
Ullmann Wealth Partners Group, LLC
DECREASED45,83347,249-1,416-3%$7.0M$6.3M-$668.4K2026-11-02
Associated Banc-Corp
INCREASED45,44442,872+2,572+6%$6.3M$6.3M-$75.4K2026-10-30
JFS Wealth Advisors, LLC
DECREASED45,19646,850-1,654-4%$6.9M$6.2M-$697.3K2026-11-03
Pittenger & Anderson Inc
UNCHANGED44,39044,39000%$6.6M$6.1M-$444.8K2026-11-02
BKM Wealth Management, LLC
INCREASED44,32839,374+4,954+13%$5.8M$6.1M+$287.6K2026-10-22
Idaho Trust Co
INCREASED43,64942,573+1,076+3%$6.3M$6.0M-$278.4K2026-11-04
HB Wealth Management, LLC
INCREASED43,63829,358+14,280+49%$4.3M$6.0M+$1.7M2026-10-23
Cordatus Wealth Management LLC
NEW39,883—+39,883——$5.5M—2026-10-19
Ifrah Financial Services, Inc.
DECREASED38,12538,397-272-1%$5.7M$5.3M-$422.2K2026-10-13
Ironwood Financial, llc
DECREASED38,09938,447-348-1%$5.6M$5.2M-$381.6K2026-10-20
Csenge Advisory Group
INCREASED37,97336,185+1,788+5%$5.3M$5.2M-$116.3K2026-11-04
ETF Portfolio Partners, Inc.
DECREASED37,19637,302-1060%$5.5M$5.1M-$388.4K2026-10-22
Soltis Investment Advisors LLC
INCREASED34,79132,125+2,666+8%$4.7M$4.8M+$45.3K2026-10-28
Balance Wealth Partners LLC
DECREASED33,58872,677-39,089-54%$10.7M$4.6M-$6.1M2026-10-27
Smith Chas P & Associates PA Cpas
DECREASED33,33234,160-828-2%$5.0M$4.7M-$333.0K2026-10-22
CFS Investment Advisory Services, LLC
INCREASED32,87832,465+413+1%$4.8M$4.6M-$120.2K2026-10-19
Jnba Financial Advisors
DECREASED32,55833,379-821-2%$4.9M$4.5M-$447.5K2026-11-03
D.B. Root & Company, LLC
DECREASED31,96246,490-14,528-31%$6.9M$4.4M-$2.5M2026-11-04
Centerpoint Advisors, LLC
DECREASED31,71332,160-447-1%$4.8M$4.4M-$384.0K2026-11-05
Stackstone Wealth, LLC
NEW31,444—+31,444——$4.3M—2026-10-19
Fifth Third Wealth Advisors LLC
DECREASED31,18231,421-239-1%$4.6M$4.3M-$347.8K2026-10-22
Midwest Trust Co
INCREASED30,36629,619+747+3%$4.4M$4.2M-$193.9K2026-10-22
Trail Ridge Investment Advisors, LLC
INCREASED30,02429,297+727+2%$4.3M$4.1M-$193.4K2026-10-16
Modera Wealth Management, LLC
UNCHANGED30,00830,00800%$4.4M$4.1M-$300.7K2026-10-28
Columbia Bank
INCREASED29,97328,042+1,931+7%$4.1M$4.1M-$15.1K2026-10-29
Goelzer Investment Management, Inc.
INCREASED29,49629,472+24+0%$4.4M$4.1M-$292.1K2026-10-16
Cranbrook Wealth Management, LLC
DECREASED27,60228,034-432-2%$4.1M$3.8M-$340.4K2026-10-28
LTG Capital LLC
DECREASED27,55927,894-335-1%$4.1M$3.8M-$325.6K2026-11-04
Neumann Capital Management, LLC
INCREASED27,24525,748+1,497+6%$3.8M$3.8M-$51.8K2026-10-15
NorthCrest Asset Manangement, LLC
DECREASED27,12327,433-310-1%$4.0M$3.8M-$195.7K2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED26,98729,283-2,296-8%$4.3M$3.7M-$609.6K2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED26,48926,966-477-2%$4.0M$3.6M-$335.9K2026-11-03
Glass Jacobson Investment Advisors llc
DECREASED26,24126,376-135-1%$3.9M$3.6M-$282.9K2026-10-26
ANB Bank
INCREASED25,93625,735+201+1%$3.8M$3.6M-$230.2K2026-10-09
Leeward Investments, LLC - MA
DECREASED23,80324,062-259-1%$3.6M$3.3M-$276.8K2026-10-23
Heritage Wealth Management, Inc.
INCREASED23,64122,890+751+3%$3.4M$3.3M-$125.9K2026-10-27
Farther Finance Advisors, LLC
INCREASED23,31718,515+4,802+26%$2.7M$3.2M+$475.8K2026-10-08
Prosperity Planning, Inc.
DECREASED22,88923,372-483-2%$3.5M$3.2M-$300.7K2026-10-09
Old National Bancorp
UNCHANGED21,51721,51700%$3.2M$3.0M-$215.6K2026-10-20
Turning Point Benefit Group, Inc.
INCREASED21,14219,473+1,669+9%$2.9M$2.9M+$76.0K2026-10-28
Cooke Wealth Management, LLC
DECREASED20,60120,918-317-2%$3.1M$2.8M-$253.3K2026-10-13
Guidance Point Advisors, LLC
INCREASED20,28920,202+87+0%$3.0M$2.8M-$190.3K2026-10-15
Heck Capital Advisors, LLC
INCREASED19,98718,071+1,916+11%$2.7M$2.8M+$82.9K2026-10-14
Oppenheimer & Co Inc
DECREASED19,52219,822-300-2%$2.9M$2.7M-$239.9K2026-10-26
First Hawaiian Bank
DECREASED19,27022,452-3,182-14%$3.3M$2.7M-$663.2K2026-10-14
Gerald Baker Financial Group LLC
INCREASED18,59717,992+605+3%$2.7M$2.6M-$97.0K2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED17,94514,403+3,542+25%$2.1M$2.5M+$343.4K2026-10-15
Choreo, LLC
INCREASED17,8513,151+14,700+467%$465.5K$2.5M+$2.0M2026-10-28
Wealth Advisory Solutions, LLC
DECREASED17,75818,366-608-3%$2.7M$2.4M-$267.8K2026-10-20
Dumont & Blake Investment Advisors LLC
DECREASED17,60717,720-113-1%$2.6M$2.4M-$193.2K2026-10-28
Almanack Investment Partners, Llc.
UNCHANGED17,14517,14500%$2.5M$2.4M-$171.8K2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED16,65716,862-205-1%$2.1M$1.9M-$226.0K2026-11-04
TD Private Client Wealth LLC
INCREASED16,60316,521+82+1%$2.4M$2.3M-$154.2K2026-10-28
Stordahl Capital Management, Inc.
DECREASED16,57216,610-380%$2.5M$2.3M-$171.7K2026-10-22
Breakwater Capital Group
INCREASED16,46316,288+175+1%$2.4M$2.3M-$139.2K2026-10-09
Vise Technologies, Inc.
INCREASED16,42212,040+4,382+36%$1.8M$2.3M+$482.8K2026-10-29
Legacy Wealth Partners, LLC
NEW16,115—+16,115——$2.2M—2026-10-15
Sonata Capital Group Inc
DECREASED16,04016,290-250-2%$2.4M$2.2M-$197.7K2026-10-19
Sowell Financial Services LLC
DECREASED15,93716,257-320-2%$2.4M$2.2M-$206.9K2026-10-23
Avior Wealth Management, LLC
DECREASED15,72616,306-580-4%$2.4M$2.2M-$243.3K2026-10-13
Nations Financial Group Inc,
DECREASED15,31580,133-64,818-81%$11.8M$2.1M-$9.7M2026-11-05
Smith Shellnut Wilson LLC
DECREASED15,21115,555-344-2%$2.3M$2.1M-$203.2K2026-10-21
First Citizens Bank & Trust Co
DECREASED14,84415,183-339-2%$2.2M$2.0M-$198.8K2026-10-14
Concurrent Investment Advisors, LLC
DECREASED14,33618,879-4,543-24%$2.8M$2.0M-$814.8K2026-10-16
Thompson Investment Management, Inc.
INCREASED14,23613,783+453+3%$2.0M$2.0M-$75.7K2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED14,02314,02300%$2.1M$1.9M-$140.5K2026-10-21
Caldwell Trust Co
UNCHANGED13,88913,88900%$2.1M$1.9M-$139.2K2026-10-30
Founders Grove Wealth Partners, LLC
DECREASED13,84215,374-1,532-10%$2.3M$1.9M-$365.0K2026-10-16
Quadrant Private Wealth Management, LLC
NEW13,714—+13,714——$1.9M—2026-11-04
Harbor Investment Advisory, LLC
DECREASED13,42913,619-190-1%$2.0M$1.8M-$162.6K2026-10-13
Rodgers & Associates, LTD
DECREASED13,33713,622-285-2%$2.0M$1.8M-$175.7K2026-10-20
Corundum Group, Inc.
NEW13,166—+13,166——$1.8M—2026-10-28
Corundum Trust Company, Inc
UNCHANGED13,16613,16600%$1.9M$1.8M-$131.9K2026-10-29
C2c Wealth Management, LLC
UNCHANGED13,10813,10800%$1.9M$1.8M-$131.3K2026-10-20
GC Wealth Management RIA, LLC
UNCHANGED12,99812,99800%$1.9M$1.8M-$130.2K2026-11-02
Accurate Wealth Management, LLC
INCREASED12,83712,771+66+1%$1.9M$1.8M-$59.0K2026-10-20
Chicago Partners Investment Group LLC
INCREASED12,71812,699+19+0%$1.9M$1.8M-$42.4K2026-10-27
Apollon Wealth Management, LLC
DECREASED12,69512,911-216-2%$1.9M$1.7M-$159.1K2026-10-23
Oxler Private Wealth LLC
DECREASED12,17916,382-4,203-26%$2.4M$1.7M-$743.0K2026-10-21
Bangor Savings Bank
UNCHANGED12,08312,08300%$1.8M$1.7M-$121.1K2026-10-06
Trust Co of Vermont
UNCHANGED12,01212,01200%$1.8M$1.7M-$120.4K2026-10-21
Sigma Planning Corp
DECREASED11,99512,036-410%$1.8M$1.6M-$129.8K2026-10-23
Alliance Private Wealth, LLC
DECREASED11,83513,645-1,810-13%$2.0M$1.6M-$386.0K2026-10-20
Crescent Grove Advisors, LLC
UNCHANGED11,80611,80600%$1.7M$1.6M-$118.3K2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED11,63711,63700%$1.7M$1.6M-$116.6K2026-10-22
Hudson Oak Wealth Advisory LLC
DECREASED11,61211,906-294-2%$1.8M$1.6M-$159.8K2026-10-16
Berman McAleer LLC
DECREASED11,49411,569-75-1%$1.7M$1.6M-$126.2K2026-10-16
Jmac Enterprises LLC
DECREASED11,07811,149-71-1%$1.6M$1.5M-$121.5K2026-10-30
Mission Wealth Management, LP
DECREASED10,33612,874-2,538-20%$1.9M$1.4M-$478.4K2026-10-15
Presilium Private Wealth, LLC
DECREASED10,25510,394-139-1%$1.5M$1.4M-$123.3K2026-10-26
Shakespeare Wealth Management, LLC
NEW10,077—+10,077——$1.4M—2026-10-28
Vicus Capital
DECREASED9,88510,283-398-4%$1.5M$1.4M-$157.8K2026-11-05
Citizens Financial Group Inc
DECREASED9,84110,192-351-3%$1.5M$1.4M-$150.4K2026-10-23
Stenger Family Office, LLC
DECREASED9,81510,909-1,094-10%$1.6M$1.4M-$226.5K2026-10-22
Phillips Financial Management, LLC
DECREASED9,75010,082-332-3%$1.5M$1.3M-$146.7K2026-10-19
Atria Investments, Inc
INCREASED9,4796,343+3,136+49%$937.1K$1.3M+$368.3K2026-10-15
Genesis Private Wealth, LLC
UNCHANGED9,3379,33700%$1.4M$1.3M-$93.6K2026-11-02
Prospera Financial Services Inc
INCREASED9,2246,523+2,701+41%$965.5K$1.3M+$377.8K2026-11-04
Anderson Hoagland & Co
UNCHANGED8,9668,96600%$1.3M$1.3M-$33.8K2026-10-23
Simon Quick Advisors, LLC
DECREASED8,9058,925-200%$1.3M$1.2M-$92.2K2026-10-26
Financial Partners Group, Inc
INCREASED8,8608,844+16+0%$1.3M$1.2M-$86.5K2026-10-19
AMG National Trust Bank
DECREASED8,7438,843-100-1%$1.3M$1.2M-$102.4K2026-11-05
Davidson Trust Co
DECREASED8,4188,509-91-1%$1.3M$1.2M-$97.8K2026-10-09
Fulton Bank, N.A.
DECREASED8,4159,431-1,016-11%$1.4M$1.2M-$234.4K2026-10-14
Essex LLC
INCREASED8,3088,306+2+0%$1.2M$1.1M-$83.0K2026-10-14
Schneider Downs Wealth Management Advisors, LP
UNCHANGED8,0588,05800%$1.2M$1.1M-$80.7K2026-10-27
Alpine Bank Wealth Management
UNCHANGED7,9107,91000%$1.2M$1.1M-$79.3K2026-10-16
Ramiah Investment Group
DECREASED7,67110,374-2,703-26%$1.5M$1.1M-$476.2K2026-10-20
Compass Financial Group, Inc. (Ohio)
DECREASED7,6308,306-676-8%$1.2M$1.1M-$176.3K2026-10-19
Finley Financial, LLC
DECREASED7,5607,760-200-3%$1.1M$1.1M-$95.1K2026-10-28
Partners Wealth Management, LLC
INCREASED7,4324,394+3,038+69%$649.1K$1.0M+$374.3K2026-10-28
Citigroup Inc
DECREASED7,4258,173-748-9%$1.2M$1.0M-$184.9K2026-11-04
Compound Planning, Inc.
DECREASED7,2757,300-250%$1.1M$1.0M-$76.6K2026-11-05
Daymark Wealth Partners, LLC
DECREASED7,2687,269-10%$1.1M$1.0M-$73.1K2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED7,1557,15500%$1.1M$985.3K-$71.7K2026-10-20
Mystic Asset Management, Inc.
UNCHANGED7,0007,00000%$1.0M$964.0K-$70.1K2026-10-15
Narwhal Capital Management
UNCHANGED6,9236,92300%$1.0M$953.4K-$69.4K2026-11-04
Venture Visionary Partners LLC
INCREASED6,7726,589+183+3%$973.4K$932.7K-$40.7K2026-10-07
Brighton Jones LLC
DECREASED6,7396,905-166-2%$1.0M$928.1K-$92.0K2026-11-03
Meridian Investment Counsel Inc.
UNCHANGED6,6486,64800%$982.1K$915.5K-$66.6K2026-10-14
Private Trust Co NA
INCREASED6,6105,483+1,127+21%$810.1K$910.2K+$100.1K2026-10-20
Keenan, LLC
DECREASED6,5787,976-1,398-18%$1.2M$905.9K-$272.4K2026-10-23
MassMutual Private Wealth & Trust, FSB
UNCHANGED6,5656,56500%$969.8K$904.1K-$65.8K2026-10-05
GLR Partners, LLC
DECREASED6,5316,808-277-4%$1.0M$899.4K-$106.4K2026-11-04
Beirne Wealth Consulting Services, LLC
INCREASED6,4486,282+166+3%$928.1K$888.1K-$40.0K2026-10-19
Matthew Goff Investment Advisor, LLC
UNCHANGED6,4366,43600%$950.8K$886.3K-$64.5K2026-10-13
Innovative Wealth Building LLC
DECREASED6,3806,870-490-7%$1.0M$878.6K-$136.3K2026-10-14
StoneCrest Wealth Management, Inc.
INCREASED6,3806,162+218+4%$910.3K$878.6K-$31.7K2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED6,3506,35000%$938.1K$874.5K-$63.6K2026-11-04
Griffin Asset Management, Inc.
INCREASED6,3036,221+82+1%$919.0K$868.0K-$51.0K2026-10-22
Meridian Financial Advisors, LLC
INCREASED6,3026,152+150+2%$908.8K$867.8K-$41.0K2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED6,2875,557+730+13%$821.0K$865.8K+$44.8K2026-10-16
Cypress Capital, LLC
NEW6,282—+6,282——$865.1K—2026-10-20
Wesbanco Bank Inc
DECREASED6,1698,471-2,302-27%$1.3M$849.5K-$401.9K2026-11-04
Calamos Wealth Management LLC
DECREASED6,1656,511-346-5%$961.9K$849.0K-$112.9K2026-11-02
Harbour Capital Advisors, LLC
UNCHANGED6,0806,08000%$890.5K$837.3K-$53.3K2026-10-13
Balefire, LLC
NEW5,955—+5,955——$820.1K—2026-10-09
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED5,8305,83000%$861.3K$802.8K-$58.4K2026-10-28
Independence Bank of Kentucky
UNCHANGED5,8285,82800%$861.0K$802.6K-$58.4K2026-10-26
Bay Capital Advisors, LLC
UNCHANGED5,7975,79700%$856.4K$798.3K-$58.1K2026-10-16
Krilogy Financial LLC
INCREASED5,7495,747+2+0%$848.9K$807.3K-$41.6K2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED5,5725,57200%$823.2K$767.3K-$55.8K2026-10-13
PKS Advisory Services, LLC
UNCHANGED5,3825,38200%$795.0K$795.0K$02026-10-26
Cambridge Financial Group, LLC
UNCHANGED5,3785,37800%$794.5K$794.5K$02026-10-06
Independent Financial Group, LLC
INCREASED5,3745,034+340+7%$743.6K$740.1K-$3.5K2026-10-13
RFG Advisory, LLC
DECREASED5,3666,142-776-13%$907.3K$739.0K-$168.3K2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED5,3025,30200%$783.3K$730.1K-$53.1K2026-10-19
Fairscale Capital, LLC
UNCHANGED5,1815,18100%$765.4K$753.7K-$11.7K2026-11-04
Algorithmic Investment Models, LLC
NEW5,121—+5,121——$705.2K—2026-11-04
apricus wealth, LLC
UNCHANGED5,1145,11400%$755.5K$704.2K-$51.2K2026-10-26
J.W. Cole Advisors, Inc.
DECREASED5,0655,340-275-5%$788.8K$697.6K-$91.3K2026-11-05
Greenup Street Wealth Management LLC
DECREASED5,0605,251-191-4%$775.7K$696.7K-$78.9K2026-10-28
Parallel Advisors, LLC
INCREASED5,0105,009+1+0%$740.1K$689.9K-$50.2K2026-11-03
StoneX Group Inc.
INCREASED4,9992,612+2,387+91%$385.9K$705.2K+$319.2K2026-11-03
Strategic Blueprint, LLC
INCREASED4,9164,796+120+3%$708.5K$676.9K-$31.6K2026-10-22
Professional Financial Advisors, LLC
INCREASED4,9034,805+98+2%$709.8K$675.2K-$34.7K2026-10-13
Beaumont Financial Advisors, LLC
INCREASED4,8954,100+795+19%$605.8K$674.1K+$68.4K2026-10-22
American Financial & TAX Strategies Inc
UNCHANGED4,8814,88100%$721.1K$672.2K-$48.9K2026-10-16
Crestwood Advisors Group, LLC
INCREASED4,8504,821+29+1%$712.1K$667.8K-$44.3K2026-10-27
Meridian Wealth Management, LLC
INCREASED4,7924,618+174+4%$682.3K$659.9K-$22.4K2026-11-05
Lodestar Private Asset Management LLC
DECREASED4,7734,797-240%$708.7K$657.3K-$51.4K2026-10-26
MSH Capital Advisors LLC
UNCHANGED4,7254,72500%$698.0K$650.7K-$47.3K2026-11-03
FC Advisory LLC
INCREASED4,6514,636+15+0%$684.8K$640.5K-$44.3K2026-10-05
Nicholas Hoffman & Company, Llc.
UNCHANGED4,6304,63000%$684.0K$637.6K-$46.4K2026-10-30
EPG Wealth Management LLC
INCREASED4,5544,540+14+0%$670.7K$627.2K-$43.5K2026-11-03
Cambridge Advisors Inc.
DECREASED4,5175,127-610-12%$757.4K$622.0K-$135.4K2026-10-19
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED4,5024,50200%$665.1K$620.0K-$45.1K2026-10-09
Montecito Bank & Trust
UNCHANGED4,4904,49000%$663.3K$618.3K-$45.0K2026-10-01
Cookson Peirce & Co Inc
INCREASED4,4154,274+141+3%$631.4K$608.0K-$23.4K2026-10-30
Yanni & Associates Investment Advisors, LLC
UNCHANGED4,4004,40000%$650.0K$605.9K-$44.1K2026-10-14
Bailard, Inc.
UNCHANGED4,3834,38300%$647.5K$603.6K-$43.9K2026-10-13
GW Henssler & Associates LTD
DECREASED4,3064,588-282-6%$677.8K$593.0K-$84.8K2026-10-26
Avantax Planning Partners, Inc.
DECREASED4,2634,422-159-4%$653.3K$587.1K-$66.2K2026-11-03
Weinberger Asset Management, Inc
INCREASED4,2604,250+10+0%$628.3K$586.6K-$41.7K2026-10-28
Clifford Swan Investment Counsel LLC
UNCHANGED4,1394,13900%$611.5K$570.0K-$41.5K2026-11-05
First Horizon Corp
INCREASED4,0714,041+30+1%$597.0K$560.6K-$36.4K2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED4,0651,535+2,530+165%$226.8K$559.7K+$333.0K2026-10-22
Destiny Capital Corp
DECREASED4,0464,895-849-17%$723.1K$557.2K-$165.9K2026-11-03
IFG Advisors, LLC
INCREASED4,0094,008+1+0%$592.1K$552.1K-$40.1K2026-10-15
Riverbend Wealth Management, LLC
UNCHANGED4,0004,00000%$590.9K$550.8K-$40.1K2026-10-15
Wolff Financial Management LLC
UNCHANGED4,0004,00000%$590.9K$550.8K-$40.1K2026-10-23
Net Worth Advisory Group
INCREASED3,9833,866+117+3%$571.2K$553.9K-$17.3K2026-10-20
MV Capital Management, Inc.
UNCHANGED3,9513,95100%$583.7K$544.1K-$39.6K2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED3,9146,205-2,291-37%$910.8K$544.3K-$366.5K2026-11-04
Triangle Securities Wealth Management
DECREASED3,8964,292-396-9%$634.0K$536.5K-$97.6K2026-10-14
Capital Investment Advisors, LLC
DECREASED3,8504,142-292-7%$611.9K$530.2K-$81.7K2026-10-22
Aspiriant, LLC
DECREASED3,8123,976-164-4%$587.4K$525.0K-$62.4K2026-10-16
River Street Advisors LLC
DECREASED3,7863,877-91-2%$572.8K$521.4K-$51.4K2026-10-22
TrinityBridge Ltd
UNCHANGED3,7413,74100%$552.0K$515-$551.5K2026-10-30
Claro Advisors Inc.
DECREASED3,7393,803-64-2%$561.8K$514.9K-$46.9K2026-11-02
Moneco Advisors, LLC
DECREASED3,7195,252-1,533-29%$775.9K$512.2K-$263.7K2026-11-05
AWM Capital, LLC
DECREASED3,6504,822-1,172-24%$712.4K$502.6K-$209.7K2026-10-16
Laurel OAK Wealth Management, LLC
UNCHANGED3,6013,60100%$531.9K$495.9K-$36.1K2026-10-19
Doliver Advisors, LP
DECREASED3,5893,594-50%$530.9K$494.2K-$36.7K2026-10-01
Thompson Siegel & Walmsley LLC
DECREASED3,53220,453-16,921-83%$3.0M$486.0K-$2.5M2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED3,5153,51500%$519.3K$484.1K-$35.2K2026-10-13
M Holdings Securities, Inc.
NEW3,499—+3,499——$515—2026-11-03
Kanawha Capital Management LLC
DECREASED3,4884,923-1,435-29%$727.3K$480.3K-$246.9K2026-10-19
Sigma Investment Counselors Inc
UNCHANGED3,4823,48200%$514.4K$479.5K-$34.9K2026-10-27
Investmark Advisory Group LLC
INCREASED3,4681,729+1,739+101%$255.4K$477.7K+$222.3K2026-10-27
Arwa LLC
INCREASED3,4593,449+10+0%$514.9K$488.1K-$26.8K2026-10-21
Ironsides Asset Advisors, LLC
UNCHANGED3,4503,45000%$509.7K$475.1K-$34.6K2026-10-20
Goldstein Advisors, LLC
UNCHANGED3,4203,42000%$505.2K$471.0K-$34.3K2026-10-15
Sensible Money, LLC
INCREASED3,3913,311+80+2%$489.1K$467.0K-$22.2K2026-10-20
Burke & Herbert Bank & Trust Co
UNCHANGED3,3913,39100%$501.0K$467.0K-$34.0K2026-11-02
MidAtlantic Capital Management, Inc.
UNCHANGED3,3443,34400%$494.0K$460.5K-$33.5K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED3,3423,444-102-3%$508.8K$460.3K-$48.6K2026-10-30
Blackston Financial Advisory Group, LLC
DECREASED3,3334,072-739-18%$601.5K$459.0K-$142.5K2026-11-04
Davenport & Co LLC
INCREASED3,2783,181+97+3%$469.9K$451.4K-$18.5K2026-10-14
Blue Trust, Inc.
INCREASED3,2051,749+1,456+83%$258.4K$441.3K+$182.9K2026-10-15
Bank of Stockton
DECREASED3,2013,437-236-7%$507.7K$440.8K-$66.9K2026-10-20
Sage Financial Group Inc
INCREASED3,1993,193+6+0%$471.7K$440.5K-$31.2K2026-10-27
Cornerstone Planning, LLC
UNCHANGED3,1893,18900%$471.1K$467.2K-$3.9K2026-10-27
Wedbush Securities Inc
DECREASED3,1803,454-274-8%$510.0K$438-$509.6K2026-10-22
Crusonia Wealth Advisors LLC
UNCHANGED3,1263,12600%$461.8K$430.5K-$31.3K2026-10-26
Independent Solutions Wealth Management, LLC
UNCHANGED3,0623,06200%$452.3K$421.7K-$30.7K2026-10-28
Lanark Financial, Inc.
INCREASED3,0572,049+1,008+49%$302.7K$421.0K+$118.3K2026-10-26
Saxon Interests, Inc.
DECREASED2,9945,174-2,180-42%$764.3K$412.2K-$352.0K2026-10-26
Parkside Financial Bank & Trust
UNCHANGED2,9942,99400%$442.3K$412.3K-$30.0K2026-10-27
Tenet Wealth Partners, LLC
UNCHANGED2,9722,97200%$441.4K$409.3K-$32.2K2026-10-19
Childress Capital Advisors, LLC
UNCHANGED2,9612,96100%$437.4K$407.8K-$29.7K2026-10-28
Perigon Wealth Management, LLC
DECREASED2,9152,936-21-1%$433.7K$401.4K-$32.3K2026-10-22
Nilsine Partners, LLC
UNCHANGED2,8702,87000%$424.0K$395.2K-$28.8K2026-11-02
Washington Trust Bank
DECREASED2,8642,930-66-2%$432.8K$394.4K-$38.4K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED2,8292,869-40-1%$423.8K$389.6K-$34.3K2026-11-04
Founders Financial Securities LLC
INCREASED2,7882,693+95+4%$397.9K$384.0K-$13.9K2026-10-28
Romano Brothers and Company
DECREASED2,7802,965-185-6%$438.0K$382.8K-$55.2K2026-10-22
Lewis Asset Management, LLC
UNCHANGED2,7502,75000%$406.3K$378.7K-$27.6K2026-10-14
Rayburn West Financial Services LLC
UNCHANGED2,7502,75000%$406.3K$378.7K-$27.6K2026-11-03
Mezzasalma Advisors, LLC
UNCHANGED2,7272,72700%$402.9K$375.5K-$27.3K2026-10-14
Atlas Brown,Inc.
INCREASED2,7032,694+9+0%$398.0K$372.2K-$25.8K2026-10-09
Prime Capital Investment Advisors, LLC
DECREASED2,7002,758-58-2%$407.4K$371.8K-$35.6K2026-10-20
CRA Financial Services, LLC
UNCHANGED2,6722,67200%$394.7K$368.0K-$26.8K2026-10-16
Wagner Wealth Management, LLC
UNCHANGED2,6582,65800%$392.7K$366.0K-$26.6K2026-10-21
Heartwood Wealth Advisors LLC
UNCHANGED2,6452,64500%$390.7K$364.2K-$26.5K2026-10-05
Root Financial Partners, LLC
UNCHANGED2,6352,63500%$389.3K$362.9K-$26.4K2026-10-21
Equitable Trust Co
UNCHANGED2,6322,63200%$388.8K$362.5K-$26.4K2026-10-13
Kwmg, LLC
UNCHANGED2,5882,58800%$382.3K$356.4K-$25.9K2026-10-07
EverSource Wealth Advisors, LLC
INCREASED2,5762,532+44+2%$374.1K$354.8K-$19.3K2026-11-04
Willner & Heller, LLC
DECREASED2,5742,637-63-2%$389.6K$354.5K-$35.1K2026-10-28
Clayton Financial Group LLC
INCREASED2,5701,535+1,035+67%$226.7K$353.9K+$127.2K2026-10-13
Klein Pavlis & Peasley Financial, Inc.
NEW2,557—+2,557——$352.1K—2026-10-13
Busey Bank
UNCHANGED2,5492,54900%$376.6K$351.0K-$25.5K2026-10-26
Gryphon Financial Partners LLC
UNCHANGED2,5282,52800%$373.5K$348.1K-$25.3K2026-11-04
MKT Advisors LLC
UNCHANGED2,5072,50700%$366.0K$351.5K-$14.5K2026-10-20
Renasant Bank
UNCHANGED2,5002,50000%$369.3K$344.3K-$25.1K2026-11-05
Uptick Partners, LLC
DECREASED2,4823,014-532-18%$445.2K$341.8K-$103.4K2026-11-04
Wealth Preservation Advisors, LLC
INCREASED2,4791,505+974+65%$222.3K$341.4K+$119.0K2026-11-05
Clarity Asset Management, Inc.
INCREASED2,4602,450+10+0%$362.0K$338.8K-$23.2K2026-10-14
Confluence Wealth Services, Inc.
INCREASED2,4342,433+1+0%$359.4K$335.1K-$24.3K2026-11-05
Spire Wealth Management
DECREASED2,4172,594-177-7%$383.3K$332.8K-$50.4K2026-10-30
Eagle Strategies LLC
INCREASED2,3572,350+7+0%$347.1K$324.6K-$22.5K2026-10-16
Heritage Investors Management Corp
UNCHANGED2,3552,35500%$348.0K$324-$347.7K2026-10-29
Capital Square, LLC
UNCHANGED2,3542,35400%$344.8K$324.2K-$20.6K2026-10-19
Insight Inv LLC
UNCHANGED2,3442,34400%$346.3K$322.8K-$23.5K2026-10-27
Valley National Advisers Inc
UNCHANGED2,3202,32000%$342.7K$319.5K-$23.2K2026-10-23
Advisors Management Group Inc
UNCHANGED2,3122,31200%$341.0K$318.0K-$23.0K2026-11-05
Reynders McVeigh Capital Management, LLC
UNCHANGED2,3002,30000%$340.0K$316.7K-$23.3K2026-10-30
Heritage Family Offices, LLP
INCREASED2,2962,287+9+0%$337.8K$316.2K-$21.6K2026-11-02
Townsend Financial Planning, LLC
UNCHANGED2,2862,28600%$337.7K$314.8K-$22.9K2026-11-02
Guardian Financial Partners, LLC
INCREASED2,2782,272+6+0%$335.7K$313.7K-$21.9K2026-11-04
Florida Trust Wealth Management Co
NEW2,273—+2,273——$313.0K—2026-11-05
Royal Fund Management, LLC
DECREASED2,2612,270-90%$335.4K$311.5K-$23.9K2026-10-22
Clientfirst Wealth Management, LLC
UNCHANGED2,2582,25800%$333.6K$310.9K-$22.6K2026-11-04
Patriot Investment Management Group, Inc.
UNCHANGED2,2452,24500%$331.6K$309.1K-$22.5K2026-10-15
Fiduciary Alliance LLC
DECREASED2,2444,848-2,604-54%$716.2K$309.1K-$407.1K2026-10-13
Breachway Investments LLC
UNCHANGED2,2202,22000%$328.0K$305.7K-$22.2K2026-10-19
Gen-Wealth Partners Inc
DECREASED2,2072,357-150-6%$348.2K$303.9K-$44.3K2026-11-04
LexAurum Advisors, LLC
UNCHANGED2,1972,19700%$324.6K$302.6K-$22.0K2026-10-19
Mather Group, Llc.
UNCHANGED2,1952,19500%$324.2K$302.3K-$21.9K2026-10-14
Rockwood Wealth Management, LLC
DECREASED2,1802,333-153-7%$344.7K$300.3K-$44.5K2026-10-27
Brookstone Capital Management
DECREASED2,1722,283-111-5%$337.3K$299.1K-$38.2K2026-10-22
Enzi Wealth
UNCHANGED2,1602,16000%$317.0K$304.8K-$12.2K2026-10-14
Valeo Financial Advisors, LLC
UNCHANGED2,1362,13600%$315.6K$294.2K-$21.4K2026-10-08
First Heartland Consultants, Inc.
DECREASED2,1357,613-5,478-72%$1.1M$294.0K-$830.7K2026-10-08
Integrity Alliance, Llc.
INCREASED2,1351,811+324+18%$267.5K$294.0K+$26.5K2026-10-29
Wedmont Private Capital
DECREASED2,1342,176-42-2%$318.7K$299.2K-$19.4K2026-10-09
Vann Equity Management LLC
INCREASED2,1302,101+29+1%$310.3K$293.3K-$17.1K2026-10-08
International Assets Investment Management, LLC
INCREASED2,1252,065+60+3%$303.1K$295.5K-$7.6K2026-11-02
Blankinship & Foster, LLC
UNCHANGED2,1232,12300%$313.6K$292.4K-$21.3K2026-10-19
Waldron Private Wealth LLC
DECREASED2,1162,218-102-5%$327.7K$291.4K-$36.3K2026-11-02
Hilltop National Bank
UNCHANGED2,1162,11600%$312.6K$291.4K-$21.2K2026-10-14
Community Bank & Trust, Waco, Texas
UNCHANGED2,0982,09800%$310.0K$289-$309.7K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED2,0931,936+157+8%$286.0K$288.2K+$2.2K2026-10-21
Horizon Wealth Management, LLC
UNCHANGED2,0682,06800%$305.5K$284.8K-$20.7K2026-11-02
Carnegie Investment Counsel
UNCHANGED2,0612,06100%$304.5K$283.8K-$20.7K2026-10-20
ZWJ Investment Counsel Inc
UNCHANGED2,0482,04800%$302.6K$282.0K-$20.5K2026-10-15
Kingswood Wealth Advisors, LLC
UNCHANGED2,0382,03800%$301.1K$280.7K-$20.4K2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED2,0371,925+112+6%$284.3K$280.5K-$3.8K2026-10-05
Retirement Planning Co of New England, Inc.
DECREASED2,0352,095-60-3%$309.5K$280.3K-$29.3K2026-10-15
Accredited Investors Inc.
UNCHANGED2,0342,03400%$300.5K$280.1K-$20.4K2026-11-03
B. Riley Wealth Advisors, Inc.
NEW2,014—+2,014——$277.3K—2026-10-13
DT Investment Partners, LLC
UNCHANGED2,0002,00000%$295.5K$275.4K-$20.0K2026-10-27
Eclectic Associates Inc
UNCHANGED2,0002,00000%$295.5K$275.4K-$20.0K2026-10-09
MMA Asset Management LLC
UNCHANGED1,9981,99800%$295.2K$275.1K-$20.0K2026-11-02
Aprio Wealth Management, LLC
DECREASED1,9941,996-20%$294.9K$274.6K-$20.3K2026-10-28
Apella Capital, LLC
DECREASED1,9852,024-39-2%$295.5K$276.2K-$19.3K2026-10-08
Insight Advisors, LLC/ PA
INCREASED1,9511,949+2+0%$287.9K$268.6K-$19.3K2026-10-22
Chapin Davis, Inc.
UNCHANGED1,9491,94900%$287.9K$268.4K-$19.5K2026-10-09
Signaturefd, LLC
UNCHANGED1,9121,91200%$282.5K$263.3K-$19.2K2026-10-23
Strategic Family Wealth Counselors, L.L.C.
DECREASED1,9101,925-15-1%$284.4K$263.0K-$21.4K2026-10-29
Sapient Capital LLC
UNCHANGED1,9101,91000%$282.2K$263.0K-$19.1K2026-10-08
VestGen Advisors, LLC
DECREASED1,9061,921-15-1%$283.8K$262.5K-$21.3K2026-10-27
BAR Harbor Wealth Management
DECREASED1,8911,905-14-1%$281.4K$260.4K-$21.0K2026-10-21
Cape Investment Advisory, Inc.
DECREASED1,8841,892-80%$279.5K$259.5K-$20.0K2026-10-13
Rossby Financial, LCC
INCREASED1,881126+1,755+1393%$18.6K$259.0K+$240.4K2026-11-05
Accelerate Investment Advisors LLC
INCREASED1,8661,863+3+0%$275.3K$257.0K-$18.3K2026-11-02
Old Second National Bank of Aurora
DECREASED1,8642,634-770-29%$389.1K$256.7K-$132.4K2026-10-22
Financial Solutions Advisory Group, Inc.
UNCHANGED1,8101,81000%$263.8K$256.0K-$7.9K2026-10-28
AdvisorNet Financial, Inc
INCREASED1,7871,785+2+0%$263.7K$250.0K-$13.7K2026-10-15
Lee, Kelleher & Klein Wealth Management
UNCHANGED1,7721,77200%$261.8K$244.0K-$17.8K2026-10-08
NWF Advisory Services Inc.
UNCHANGED1,7661,76600%$260.9K$243.2K-$17.7K2026-10-19
Weil Company, Inc.
INCREASED1,7651,764+1+0%$260.6K$243.1K-$17.5K2026-10-14
HCR Wealth Advisors
DECREASED1,7441,767-23-1%$261.0K$240.2K-$20.9K2026-10-15
Hamilton Capital, LLC
UNCHANGED1,7381,73800%$256.8K$239.3K-$17.4K2026-10-08
Wealth Advisory Team LLC
INCREASED1,7301,723+7+0%$254.5K$238.2K-$16.3K2026-11-05
SWP Financial LLC
UNCHANGED1,7281,72800%$255.3K$238.0K-$17.3K2026-10-23
Friday Financial
UNCHANGED1,7241,72400%$251.7K$239.8K-$12.0K2026-10-09
Decker Wealth Management LLC
UNCHANGED1,7201,72000%$254.1K$236.9K-$17.2K2026-10-09
First County Bank
UNCHANGED1,6961,69600%$250.6K$233.6K-$17.0K2026-10-13
First City Capital Management, Inc.
UNCHANGED1,6901,69000%$249.7K$232.7K-$16.9K2026-10-27
Park Avenue Securities LLC
INCREASED1,6841,369+315+23%$202.0K$232-$201.8K2026-10-26
Clark Asset Management, LLC
UNCHANGED1,6841,68400%$248.8K$231.9K-$16.9K2026-10-19
Relyea Zuckerberg Hanson LLC
INCREASED1,6691,663+6+0%$245.6K$229.9K-$15.7K2026-10-20
Moneywise, Inc.
UNCHANGED1,6671,66700%$246.3K$229.6K-$16.7K2026-10-30
WBH Advisory Inc
UNCHANGED1,6631,66300%$245.7K$229.0K-$16.7K2026-11-05
KCM Investment Advisors LLC
UNCHANGED1,6491,64900%$243.6K$227.1K-$16.5K2026-10-27
Aufman Associates Inc
DECREASED1,6311,699-68-4%$251.0K$224.6K-$26.4K2026-11-04
Holland Advisory Services, Inc.
UNCHANGED1,6271,62700%$240.3K$224.1K-$16.2K2026-10-26
Buttonwood Financial Advisors Inc.
UNCHANGED1,6151,61500%$238.6K$222.4K-$16.2K2026-10-13
Allen Investment Management, LLC
UNCHANGED1,6121,61200%$238.1K$222.0K-$16.2K2026-11-03
Sound Income Strategies, LLC
INCREASED1,6081,604+4+0%$236.9K$225.5K-$11.5K2026-10-09
MBL Wealth, LLC
DECREASED1,6001,700-100-6%$251.1K$220.3K-$30.8K2026-10-22
Hixon Zuercher, LLC
UNCHANGED1,6001,60000%$236.4K$220.3K-$16.0K2026-10-13
Able Financial Group, LLC
UNCHANGED1,5731,57300%$232.4K$216.6K-$15.8K2026-10-14
Cosner Financial Group, LLC
DECREASED1,5701,578-8-1%$233.1K$216.2K-$16.9K2026-11-03
Richards, Merrill & Peterson, Inc.
UNCHANGED1,5641,56400%$231.1K$215.4K-$15.7K2026-10-19
Huntleigh Advisors, Inc.
DECREASED1,5541,620-66-4%$239.4K$214.0K-$25.3K2026-11-03
Align Financial, LLC
UNCHANGED1,5481,54800%$228.7K$213.2K-$15.5K2026-10-16
Grimes & Co Wealth Management, LLC
INCREASED1,5461,521+25+2%$224.6K$212.9K-$11.7K2026-10-29
Private Management Group Inc
UNCHANGED1,5461,54600%$228.4K$212.9K-$15.5K2026-11-04
Dynamic Financial Group
UNCHANGED1,5381,53800%$227.2K$211.8K-$15.4K2026-10-28
Flaharty Asset Management, LLC
DECREASED1,5334,553-3,020-66%$668.3K$215.4K-$452.9K2026-11-02
Adamsbrown Wealth Consultants LLC
INCREASED1,5321,419+113+8%$209.6K$211.0K+$1.3K2026-10-20
McGlone Suttner Wealth Management, Inc.
INCREASED1,5161,515+1+0%$223.8K$208.7K-$15.1K2026-10-13
Virtus Wealth Solutions LLC
INCREASED1,5111,505+6+0%$222.4K$208.1K-$14.2K2026-11-03
True Private Wealth Advisors
UNCHANGED1,4901,49000%$220.2K$205.3K-$14.9K2026-10-19
True Link Financial Advisors, LLC
NEW1,483—+1,483——$204.2K—2026-10-27
PFS Partners, LLC
UNCHANGED1,4831,48300%$219.1K$204.3K-$14.9K2026-10-21
Hidden Cove Wealth Management, LLC
UNCHANGED1,4771,47700%$218.2K$203.4K-$14.8K2026-10-19
Sage Mountain Advisors LLC
UNCHANGED1,3381,33800%$197.7K$184.3K-$13.4K2026-11-02
CoreCap Advisors, LLC
DECREASED1,2501,299-49-4%$191.9K$172.1K-$19.8K2026-10-08
Oakworth Capital, Inc.
UNCHANGED1,2481,24800%$184.4K$171.9K-$12.5K2026-10-26
Legacy Bridge, LLC
UNCHANGED1,1851,18500%$175.1K$163.2K-$11.9K2026-10-28
Gamma Investing LLC
UNCHANGED1,1741,17400%$173.4K$161.7K-$11.8K2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED1,1741,17400%$173.5K$161.7K-$11.8K2026-10-20
Larson Financial Group LLC
UNCHANGED1,1671,16700%$172.3K$160.7K-$11.6K2026-11-05
TFC Financial Management, Inc.
UNCHANGED1,1381,13800%$168.1K$156.7K-$11.4K2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED1,1311,13100%$167.1K$155.8K-$11.3K2026-10-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED1,0901,09000%$161.0K$150.1K-$10.9K2026-10-15
Holos Integrated Wealth LLC
INCREASED1,072918+154+17%$134.0K$151.2K+$17.2K2026-10-23
Concord Wealth Partners
INCREASED1,0661,062+4+0%$156.8K$146.8K-$10.0K2026-11-02
Towne Trust Company, N.a
UNCHANGED1,0621,06200%$156.9K$146.2K-$10.6K2026-10-28
City Holding Co
INCREASED1,025825+200+24%$121.9K$141.2K+$19.3K2026-10-19
Burk Holdings LLC
INCREASED1,01680+936+1170%$11.8K$139.9K+$128.1K2026-11-05
Mechanics Financial Corp
UNCHANGED1,0041,00400%$148.3K$138.3K-$10.1K2026-11-05
Eastern Bank
NEW990—+990——$136.3K—2026-10-05
Main Street Group, LTD
UNCHANGED95295200%$140.6K$131.1K-$9.5K2026-10-28
Laurel Wealth Advisors LLC
NEW945—+945——$130.1K—2026-10-27
Mcdonald Partners LLC
UNCHANGED93293200%$137.7K$128.3K-$9.3K2026-11-03
S.A. Mason LLC
UNCHANGED88088000%$130.0K$121.2K-$8.8K2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED87087000%$128.5K$119.8K-$8.7K2026-10-23
High Note Wealth, LLC
UNCHANGED85185100%$125.7K$117.2K-$8.5K2026-10-27
Kentucky Trust Co
DECREASED830850-20-2%$125.6K$114.3K-$11.3K2026-10-15
United Community Bank
UNCHANGED81881800%$120.8K$112.6K-$8.2K2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED79879800%$117.9K$109.9K-$8.0K2026-10-23
Acropolis Investment Management, LLC
INCREASED790788+2+0%$116.5K$108.8K-$7.6K2026-10-08
Mascoma Wealth Management LLC
DECREASED773825-52-6%$121.9K$106.5K-$15.4K2026-10-23
Townsend Asset Management Corp
UNCHANGED72572500%$107.1K$99.8K-$7.3K2026-10-29
Western Pacific Wealth Management, LP
UNCHANGED66866800%$98.7K$92.0K-$6.7K2026-10-16
Center for Financial Planning, Inc.
UNCHANGED66066000%$97.5K$90.9K-$6.6K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED652599+53+9%$88.5K$89.9K+$1.4K2026-10-30
Key FInancial Inc
DECREASED6331,190-557-47%$175.8K$87.2K-$88.6K2026-11-02
William Mack & Associates, Inc.
NEW602—+602——$82.9K—2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED60060000%$88.6K$82.6K-$6.0K2026-10-22
POM Investment Strategies, LLC
DECREASED565766-201-26%$113.2K$77.9K-$35.3K2026-10-20
Albion Financial Group
DECREASED550775-225-29%$114.5K$75.7K-$38.8K2026-10-21
Provenance Wealth Advisors, LLC
UNCHANGED51651600%$76.2K$71.1K-$5.2K2026-10-30
Burkett Financial Services, LLC
INCREASED515513+2+0%$75.8K$71.0K-$4.9K2026-10-01
Abound Wealth Management
UNCHANGED46946900%$69.3K$64.6K-$4.7K2026-10-26
Birchwood Financial Partners, Inc.
INCREASED463462+1+0%$68.2K$63.8K-$4.4K2026-11-02
Breakwater Investment Management
UNCHANGED46346300%$68.4K$63.8K-$4.6K2026-10-20
Creative Financial Designs Inc
INCREASED458272+186+68%$40.2K$63.1K+$22.9K2026-11-04
Angeles Wealth Management, LLC
UNCHANGED45045000%$66.5K$62.0K-$4.5K2026-10-26
Sima Wealth Partners, LLC
DECREASED441590-149-25%$87.2K$60.7K-$26.4K2026-10-19
Wolff Wiese Magana LLC
UNCHANGED44044000%$65.0K$60.6K-$4.4K2026-10-15
Triumph Capital Management
INCREASED433431+2+0%$63.7K$59.6K-$4.1K2026-10-14
Piscataqua Savings Bank
DECREASED427474-47-10%$70.0K$58.8K-$11.2K2026-10-21
Tsfg, LLC
UNCHANGED42442400%$63.0K$58-$62.9K2026-10-23
Murphy & Mullick Capital Management Corp
UNCHANGED38638600%$57.0K$53.2K-$3.9K2026-11-02
Elevation Wealth Partners, LLC
UNCHANGED30430400%$44.9K$41.9K-$3.0K2026-10-07
Golden State Wealth Management, LLC
DECREASED297300-3-1%$44.3K$40.9K-$3.4K2026-11-02
Capital Investment Counsel, Inc
UNCHANGED26626600%$39.3K$36.6K-$2.7K2026-10-20
Financial Perspectives, Inc
UNCHANGED26226200%$38.7K$36.1K-$2.6K2026-11-03
Armstrong Advisory Group, Inc
DECREASED253506-253-50%$74.8K$34.8K-$39.9K2026-10-09
Signature Equity Partners, LLC
UNCHANGED24624600%$36.3K$33.9K-$2.5K2026-10-29
Bear Mountain Capital, Inc.
DECREASED244249-5-2%$36.5K$34.5K-$2.0K2026-11-04
American National Bank & Trust
DECREASED240354-114-32%$52.3K$33.1K-$19.2K2026-10-07
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED23723700%$35.0K$32.6K-$2.4K2026-10-28
CX Institutional
INCREASED233232+1+0%$34$32-$22026-10-02
Quaker Wealth Management, LLC
INCREASED221220+1+0%$32.6K$30.5K-$2.1K2026-10-22
Toth Financial Advisory Corp
UNCHANGED22122100%$32.6K$30.4K-$2.2K2026-10-08
Comprehensive Financial Planning, Inc.
INCREASED214213+1+0%$31.5K$29.5K-$2.0K2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED20220200%$29.8K$27.8K-$2.0K2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED19219200%$28.4K$26.4K-$1.9K2026-10-16
Bullock Wealth Management Group
DECREASED187236-49-21%$34.7K$26.0K-$8.6K2026-10-09
North Star Investment Management Corp.
UNCHANGED18718700%$27.6K$25.8K-$1.9K2026-10-27
Key Capital Management, Inc
INCREASED180172+8+5%$25.4K$24.8K-$6222026-11-03
Global Trust Asset Management, LLC
DECREASED176286-110-38%$42.3K$24.2K-$18.0K2026-10-19
Union Savings Bank
UNCHANGED17617600%$26.0K$24.2K-$1.8K2026-10-14
Halbert Hargrove Global Advisors, LLC
UNCHANGED15515500%$22.9K$21.3K-$1.6K2026-10-16
Piedmont Capital Management, LLC
UNCHANGED15215200%$22.4K$20.9K-$1.5K2026-10-21
Pacific Center for Financial Services
UNCHANGED14814800%$21.9K$20.4K-$1.5K2026-10-15
StrongBox Wealth, LLC
INCREASED143137+6+4%$20.2K$19.7K-$5462026-11-02
Team Financial Group, LLC
NEW137—+137——$18.9K—2026-10-30
Kingdom Financial Group Llc.
INCREASED135120+15+13%$17.7K$18.5K+$8002026-11-04
Elyxium Wealth, LLC
NEW128—+128——$17.6K—2026-10-27
Pension & Wealth Management Advisors, Inc.
UNCHANGED12812800%$18.9K$17.6K-$1.3K2026-10-16
Grove Bank & Trust
UNCHANGED12612600%$18.6K$17.4K-$1.3K2026-10-08
Sterling Capital Management LLC
UNCHANGED12412400%$18.3K$17.1K-$1.2K2026-10-22
Latitude Advisors, LLC
NEW119—+119——$16.3K—2026-10-27
Friedenthal Financial
NEW117—+117——$16.1K—2026-10-27
Pacifica Partners Inc.
UNCHANGED11511500%$16.9K$16.0K-$8852026-10-09
Ashton Thomas Securities, LLC
NEW106—+106——$14.6K—2026-10-26
Monetary Solutions, Ltd
UNCHANGED10510500%$15.5K$14.5K-$1.1K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED10121+80+381%$3.1K$13.9K+$10.8K2026-10-27
Archer Investment Corp
UNCHANGED989800%$14.5K$13.5K-$9262026-11-05
Beacon Financial Strategies Corp
UNCHANGED989800%$14.5K$13.5K-$9822026-10-14
Steph & Co
DECREASED9497-3-3%$14.3K$12.9K-$1.4K2026-10-07
Evermay Wealth Management LLC
UNCHANGED888800%$13.0K$12.1K-$8822026-11-05
Tompkins Financial Corp
UNCHANGED888800%$13.0K$12.1K-$8822026-10-05
Transce3nd, LLC
NEW81—+81——$11.6K—2026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED787800%$11.5K$10.7K-$7812026-10-15
Plante Moran Financial Advisors, LLC
DECREASED65515-450-87%$76.1K$9.0K-$67.1K2026-11-04
SYM Financial Corp
INCREASED6421+43+205%$3.1K$8.9K+$5.8K2026-10-26
James T. Borello RIA
NEW59—+59——$8.1K—2026-10-16
Sawyer & Company, Inc
DECREASED5671-15-21%$10.5K$7.7K-$2.8K2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED505000%$7.4K$6.9K-$5012026-10-13
3 Factor Indexing, LLC
DECREASED4863-15-24%$9.2K$6.5K-$2.7K2026-10-15
Fortitude Family Office, LLC
UNCHANGED474700%$6.9K$6.5K-$4712026-10-14
Noble Wealth Management PBC
DECREASED4579-34-43%$11.7K$6.2K-$5.5K2026-10-01
TD Waterhouse Canada Inc.
UNCHANGED404000%$5.9K$5.6K-$3072026-10-16
Chung Wu Investment Group, LLC
UNCHANGED323200%$4.7K$4.4K-$3202026-11-03
High Point Wealth Management, LLC
NEW25—+25——$3.4K—2026-11-05
Bank of New Hampshire
UNCHANGED151500%$2.2K$2.1K-$1502026-10-06
Fairman Group, LLC
UNCHANGED131300%$1.9K$1.8K-$1302026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED111100%$1.6K$1.5K-$1112026-10-14
Silver Grove Financial Group, Inc.
INCREASED105+5+100%$739$1.4K+$6382026-11-05
Buck Wealth Strategies, LLC
NEW2—+2——$275—2026-10-28
Kings Path Partners LLC
UNCHANGED2200%$325$303-$222026-10-21
MFA Wealth Advisors, LLC
CLOSED054,925-54,925-100%$8.1M$0-$8.1M2026-10-07
Sageworth Trust Co
CLOSED016,072-16,072-100%$2.4M$0-$2.4M2026-10-30
Clear Creek Financial Management, LLC
CLOSED010,032-10,032-100%$1.5M$0-$1.5M2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED06,931-6,931-100%$1.0M$0-$1.0M2026-10-16
Anchor Capital Advisors LLC
CLOSED06,828-6,828-100%$1.0M$0-$1.0M2026-11-05
Naples Global Advisors, LLC
CLOSED04,179-4,179-100%$617.3K$0-$617.3K2026-11-05
Signature Estate & Investment Advisors LLC
CLOSED02,877-2,877-100%$425.1K$0-$425.1K2026-10-13
KPP Advisory Services LLC
CLOSED02,618-2,618-100%$386.8K$0-$386.8K2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED02,287-2,287-100%$337.8K$0-$337.8K2026-10-27
Sunesis Advisors, LLC
CLOSED01,977-1,977-100%$292.1K$0-$292.1K2026-10-26
Greenspring Advisors, LLC
CLOSED01,741-1,741-100%$257.2K$0-$257.2K2026-11-05
Convergence Financial, LLC
CLOSED01,650-1,650-100%$243.8K$0-$243.8K2026-10-27
OpenArc Corporate Advisory, LLC
CLOSED01,600-1,600-100%$236.4K$0-$236.4K2026-10-21
BlueChip Wealth Advisors LLC
CLOSED01,516-1,516-100%$224.0K$0-$224.0K2026-11-03
Plan Group Financial, LLC
CLOSED01,510-1,510-100%$223.1K$0-$223.1K2026-10-22
Shrier Wealth Management, LLC
CLOSED01,447-1,447-100%$213.8K$0-$213.8K2026-10-20
Fee-Only Financial Planning, L.C.
CLOSED01,440-1,440-100%$212.7K$0-$212.7K2026-10-23
Milestones Private Investment Advisors LLC
CLOSED01,406-1,406-100%$207.7K$0-$207.7K2026-10-19
Mccarter Private Wealth Services LLC
CLOSED01,400-1,400-100%$206.8K$0-$206.8K2026-10-22
Grant Street Asset Management, Inc.
CLOSED01,395-1,395-100%$206.1K$0-$206.1K2026-10-26
Wealth Architects, LLC
CLOSED01,389-1,389-100%$205.2K$0-$205.2K2026-11-03
Independent Wealth Advisors LLC
CLOSED01,385-1,385-100%$204.6K$0-$204.6K2026-10-27
Forvis Mazars Wealth Advisors, LLC
CLOSED01,383-1,383-100%$204.3K$0-$204.3K2026-10-13
Glenview Trust Co
CLOSED01,373-1,373-100%$202.8K$0-$202.8K2026-10-28
Summit Asset Management, LLC
CLOSED01,372-1,372-100%$202.7K$0-$202.7K2026-11-05
Garde Capital, Inc.
CLOSED01,371-1,371-100%$202.5K$0-$202.5K2026-10-29
Salem Investment Counselors Inc
CLOSED01,352-1,352-100%$199.7K$0-$199.7K2026-10-13
NBT Bank, N.A.
CLOSED0685-685-100%$101.2K$0-$101.2K2026-10-21
Balentine LLC
CLOSED073-73-100%$10.8K$0-$10.8K2026-11-03
Tucker Asset Management LLC
CLOSED070-70-100%$10.3K$0-$10.3K2026-10-29
Chilton Capital Management LLC
CLOSED010-10-100%$1.5K$0-$1.5K2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$547.9K$644.8K+$96.8K2026-10-29
FMR LLC
N/A—4,088,134-4,088,134-100%$603.9M———
Morgan Stanley
N/A—3,991,007-3,991,007-100%$589.6M———
Wells Fargo & Company
N/A—3,517,335-3,517,335-100%$519.6M———
Bank of America Corp
N/A—2,383,455-2,383,455-100%$352.1M———
Envestnet Asset Management Inc
N/A—2,237,277-2,237,277-100%$330.5M———
UBS Group AG
N/A—1,938,165-1,938,165-100%$286.3M———
PNC Financial Services Group, Inc.
N/A—1,391,097-1,391,097-100%$205.5M———
Raymond James Financial Inc
N/A—867,638-867,638-100%$128.2M———
LPL Financial LLC
N/A—768,548-768,548-100%$113.5M———
Northern Trust Corp
N/A—674,681-674,681-100%$99.7M———
Northwestern Mutual Wealth Management Co
N/A—635,321-635,321-100%$93.9M———
Financial Engines Advisors L.L.C.
N/A—609,138-609,138-100%$90.0M———
Ameriprise Financial Inc
N/A—605,746-605,746-100%$89.6M———
Royal Bank of Canada
N/A—545,411-545,411-100%$80.6M———
JPMorgan Chase & Co
N/A—449,626-449,626-100%$66.2M———
Jones Financial Companies Lllp
N/A—415,471-415,471-100%$61.3M———
Baird Financial Group, Inc.
N/A—334,351-334,351-100%$49.4M———
MAI Capital Management
N/A—332,590-332,590-100%$49.1M———
HighTower Advisors, LLC
N/A—330,985-330,985-100%$48.9M———
World Investment Advisors
N/A—265,442-265,442-100%$35.2M———
Cerity Partners LLC
N/A—263,246-263,246-100%$38.9M———
Rehmann Capital Advisory Group
N/A—250,706-250,706-100%$37.0M———
Rockefeller Capital Management L.P.
N/A—215,877-215,877-100%$31.9M———
Mariner, LLC
N/A—171,395-171,395-100%$25.3M———
Bank of Montreal
N/A—162,264-162,264-100%$24.0M———
Wealthspire Advisors, LLC
N/A—138,688-138,688-100%$20.5M———
Focus Partners Wealth
N/A—125,147-125,147-100%$18.5M———
Osaic Holdings, Inc.
N/A—124,686-124,686-100%$18.4M———
Lutz Financial Services LLC
N/A—118,338-118,338-100%$17.5M———
Mercer Global Advisors Inc
N/A—115,387-115,387-100%$17.0M———
Texas Yale Capital Corp.
N/A—108,310-108,310-100%$16.0M———
Moneta Group Investment Advisors LLC
N/A—105,579-105,579-100%$15.6M———
Cetera Investment Advisers
N/A—105,531-105,531-100%$15.6M———
Steward Partners Investment Advisory, LLC
N/A—104,147-104,147-100%$15.4M———
MML Investors Services, LLC
N/A—101,400-101,400-100%$15.0M———
HSBC Holdings PLC
N/A—100,500-100,500-100%$14.8M———
BNP Paribas Financial Markets
N/A—100,427-100,427-100%$14.8M———
Natixis Advisors, LLC
N/A—92,002-92,002-100%$13.6M———
Stifel Financial Corp
N/A—91,079-91,079-100%$13.5M———
Asset Management Group, Inc.
N/A—88,947-88,947-100%$13.1M———
Pathstone Holdings, LLC
N/A—88,462-88,462-100%$13.1M———
Blue Edge Capital, LLC
N/A—77,483-77,483-100%$11.4M———
Susquehanna International Group, LLP
N/A—71,459-71,459-100%$10.6M———
Captrust Financial Advisors
N/A—63,636-63,636-100%$9.4M———
Pinnacle Financial Partners, Inc.
N/A—59,313-59,313-100%$8.8M———
BlackRock, Inc.
N/A—58,676-58,676-100%$8.7M———
Causey Wealth LLC
N/A—57,928-57,928-100%$8.6M———
Modern Wealth Management, LLC
N/A—56,189-56,189-100%$8.3M———
Summit Financial, LLC
N/A—55,498-55,498-100%$8.2M———
Arkadios Wealth Advisors
N/A—54,179-54,179-100%$8.0M———
MidFirst Bank
N/A—52,980-52,980-100%$7.8M———
Bluespring Wealth Management, LLC
N/A—49,771-49,771-100%$7.4M———
Becker Capital Management Inc
N/A—48,669-48,669-100%$7.2M———
M&T Bank Corp
N/A—44,703-44,703-100%$6.6M———
Broadview Financial Management, LLC
N/A—44,290-44,290-100%$6.5M———
Huntington National Bank
N/A—43,928-43,928-100%$6.5M———
Janney Montgomery Scott LLC
N/A—40,933-40,933-100%$6.0M———
Waverly Advisors, LLC
N/A—40,491-40,491-100%$6.0M———
Goldman Sachs Group Inc
N/A—39,808-39,808-100%$5.9M———
Envestnet Portfolio Solutions, Inc.
N/A—36,753-36,753-100%$5.4M———
Level Four Advisory Services, LLC
N/A—36,061-36,061-100%$5.3M———
Bleakley Financial Group, LLC
N/A—34,712-34,712-100%$5.1M———
Betterment LLC
N/A—34,192-34,192-100%$5.1M———
EP Wealth Advisors, LLC
N/A—34,147-34,147-100%$5.0M———
King Wealth Management Group
N/A—32,843-32,843-100%$4.9M———
Brightwater Advisory LLC
N/A—32,195-32,195-100%$4.8M———
Astra Wealth Partners LLC
N/A—31,895-31,895-100%$4.7M———
Sequoia Financial Advisors, LLC
N/A—31,680-31,680-100%$4.7M———
Sanctuary Advisors, LLC
N/A—30,928-30,928-100%$4.6M———
Private Advisor Group, LLC
N/A—29,015-29,015-100%$4.3M———
Heritage Wealth Advisors
N/A—28,654-28,654-100%$3.8M———
River Wealth Advisors LLC
N/A—28,497-28,497-100%$4.2M———
Teachers Insurance & Annuity Association of America
N/A—28,428-28,428-100%$4.2M———
&partners
N/A—28,055-28,055-100%$4.1M———
Alesco Advisors, LLC, An ESL Co
N/A—27,297-27,297-100%$4.0M———
Beacon Pointe Advisors, LLC
N/A—27,288-27,288-100%$4.0M———
Whittier Trust Co of Nevada Inc
N/A—27,127-27,127-100%$4.0M———
Hancock Whitney Corp
N/A—25,622-25,622-100%$3.8M———
Campion Asset Management
N/A—24,617-24,617-100%$3.6M———
Coldstream Capital Management Inc
N/A—23,989-23,989-100%$3.5M———
Members Trust Co
N/A—23,013-23,013-100%$3.4M———
RWA Wealth Partners, LLC
N/A—21,924-21,924-100%$3.2M———
Flow Traders U.S. LLC
N/A—21,052-21,052-100%$3.1M———
AQR Capital Management LLC
N/A—20,716-20,716-100%$3.1M———
CIBC World Market Inc.
N/A—20,372-20,372-100%$3.0M———
Commerce Bank
N/A—20,061-20,061-100%$3.0M———
Federation des caisses Desjardins du Quebec
N/A—19,840-19,840-100%$2.9M———
Bragg Financial Advisors, Inc
N/A—19,744-19,744-100%$2.9M———
Quantinno Capital Management LP
N/A—19,695-19,695-100%$2.9M———
Advisory Services Network, LLC
N/A—19,497-19,497-100%$2.9M———
Nikulski Financial, Inc.
N/A—19,346-19,346-100%$2.9M———
Axis Wealth Partners, LLC
N/A—19,233-19,233-100%$2.8M———
Cozad Asset Management Inc
N/A—19,042-19,042-100%$2.8M———
Allegheny Financial Group
N/A—18,973-18,973-100%$2.8M———
Tiemann Investment Advisors, LLC
N/A—18,904-18,904-100%$2.8M———
UMB Bank, n.a.
N/A—18,422-18,422-100%$2.7M———
Stokes Family Office, LLC
N/A—18,261-18,261-100%$2.7M———
One Capital Management, LLC
N/A—18,082-18,082-100%$2.4M———
Operose Advisors LLC
N/A—17,288-17,288-100%$2.6M———
Sierra Capital LLC
N/A—16,693-16,693-100%$2.5M———
Private Advisory Group LLC
N/A—16,587-16,587-100%$2.5M———
Allworth Financial LP
N/A—16,325-16,325-100%$2.4M———
Alliancebernstein L.P.
N/A—16,121-16,121-100%$2.1M———
Equitable Holdings, Inc.
N/A—14,691-14,691-100%$2.2M———
Glenmede Trust Co NA
N/A—14,574-14,574-100%$2.2M———
Kingsview Wealth Management, LLC
N/A—14,347-14,347-100%$2.1M———
O'shaughnessy Asset Management, LLC
N/A—14,333-14,333-100%$2.1M———
Wealth Care LLC
N/A—14,271-14,271-100%$2.1M———
Cornerstone Advisory, LLC
N/A—13,500-13,500-100%$2.0M———
Pure Financial Advisors, LLC
N/A—13,434-13,434-100%$2.0M———
Clearstead Advisors, LLC
N/A—13,248-13,248-100%$2.0M———
Blair William & Co
N/A—13,248-13,248-100%$2.0M———
American Trust
N/A—13,215-13,215-100%$2.0M———
Novak & Powell Financial Services, Inc.
N/A—13,126-13,126-100%$1.9M———
Arax Advisory Partners
N/A—12,873-12,873-100%$1.9M———
Vance Wealth, LLC
N/A—12,576-12,576-100%$1.9M———
First Trust Advisors LP
N/A—12,362-12,362-100%$1.8M———
CIBC Bancorp USA Inc.
N/A—12,303-12,303-100%$1.8M———
RIK Saylor Financial, Inc.
N/A—12,186-12,186-100%$1.8M———
Ritter Daniher Financial Advisory LLC / de
N/A—12,144-12,144-100%$1.8M———
Focus Partners Advisor Solutions, LLC
N/A—11,938-11,938-100%$1.8M———
Bessemer Group Inc
N/A—11,738-11,738-100%$1.7M———
Valmark Advisers, Inc.
N/A—11,692-11,692-100%$1.7M———
SOA Wealth Advisors, Llc.
N/A—11,586-11,586-100%$1.7M———
Peregrine Asset Advisers, Inc.
N/A—11,196-11,196-100%$1.7M———
Whittier Trust Co
N/A—11,113-11,113-100%$1.6M———
Keel Point, LLC
N/A—10,638-10,638-100%$1.6M———
Johnson Investment Counsel Inc
N/A—10,614-10,614-100%$1.6M———
UBS Asset Management Americas LLC
N/A—10,178-10,178-100%$1.5M———
Ameritas Investment Partners, Inc.
N/A—10,085-10,085-100%$1.5M———
HighMark Wealth Management LLC
N/A—9,998-9,998-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—9,972-9,972-100%$1.5M———
Keystone Financial Group
N/A—9,449-9,449-100%$1.4M———
Nwam LLC
N/A—9,391-9,391-100%$1.4M———
NewEdge Advisors, LLC
N/A—9,185-9,185-100%$1.4M———
Pacific Financial Group Inc
N/A—9,054-9,054-100%$1.3M———
Savant Capital, LLC
N/A—8,944-8,944-100%$1.3M———
Cardiff Park Advisors, LLC
N/A—8,845-8,845-100%$1.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—8,664-8,664-100%$1.3M———
FAS Wealth Partners, Inc.
N/A—8,548-8,548-100%$1.3M———
Aspire Growth Partners LLC
N/A—8,436-8,436-100%$1.2M———
TAGStone Capital, Inc.
N/A—8,413-8,413-100%$1.2M———
Capital Analysts, LLC
N/A—8,146-8,146-100%$1.2M———
AssuredPartners Investment Advisors, LLC
N/A—8,000-8,000-100%$1.2M———
Franklin Resources Inc
N/A—7,993-7,993-100%$1.2M———
Wellspring Financial Advisors, LLC
N/A—7,795-7,795-100%$1.2M———
JMG Financial Group, Ltd.
N/A—7,771-7,771-100%$1.1M———
Houlihan Financial Resource Group, Ltd.
N/A—7,727-7,727-100%$1.1M———
Klcm Advisors, Inc.
N/A—7,698-7,698-100%$1.1M———
Global Retirement Partners, LLC
N/A—7,692-7,692-100%$1.1M———
CreativeOne Wealth, LLC
N/A—7,587-7,587-100%$1.1M———
Stratos Wealth Advisors, LLC
N/A—7,571-7,571-100%$1.1M———
Private Wealth Asset Management, LLC
N/A—7,099-7,099-100%$1.0M———
SCS Capital Management LLC
N/A—6,971-6,971-100%$1.0M———
QRG Capital Management, Inc.
N/A—6,862-6,862-100%$1.0M———
United Capital Financial Advisors, LLC
N/A—6,763-6,763-100%$997.7K———
MainStreet Investment Advisors LLC
N/A—6,573-6,573-100%$971.0K———
AFT, Forsyth & Company, Inc.
N/A—6,500-6,500-100%$960.3K———
Brand Asset Management Group, Inc.
N/A—5,864-5,864-100%$866.3K———
Vanguard National Trust Co
N/A—5,656-5,656-100%$835.6K———
Texas Capital Bank Wealth Management Services Inc
N/A—5,634-5,634-100%$832.3K———
D. E. Shaw & Co., Inc.
N/A—5,607-5,607-100%$828.3K———
Stratos Wealth Partners, Ltd.
N/A—5,604-5,604-100%$827.9K———
IFG Advisory, LLC
N/A—5,486-5,486-100%$810.4K———
Thomasville National Bank
N/A—5,414-5,414-100%$799.8K———
Composition Wealth, LLC
N/A—5,144-5,144-100%$760.0K———
Pinnacle Family Advisors, LLC
N/A—5,130-5,130-100%$757.8K———
Principal Securities, Inc.
N/A—5,040-5,040-100%$744.5K———
AE Wealth Management LLC
N/A—4,949-4,949-100%$731.1K———
Main Street Financial Solutions, LLC
N/A—4,885-4,885-100%$721.7K———
Great Valley Advisor Group, Inc.
N/A—4,872-4,872-100%$719.6K———
Stratos Investment Management, LLC
N/A—4,790-4,790-100%$707.7K———
Purkiss Capital Advisors LLC
N/A—4,760-4,760-100%$703.1K———
Dakota Wealth Management
N/A—4,757-4,757-100%$702.8K———
Performance Wealth Partners, LLC
N/A—4,649-4,649-100%$686.8K———
SageView Advisory Group, LLC
N/A—4,623-4,623-100%$682.9K———
Rockbridge Investment Management, LCC
N/A—4,566-4,566-100%$674.5K———
American Wealth Advisors, LLC
N/A—4,428-4,428-100%$654.2K———
Ameritas Advisory Services, LLC
N/A—4,252-4,252-100%$628.2K———
Ancora Advisors LLCA
N/A—4,175-4,175-100%$616.8K———
First Citizens Asset Management, Inc.
N/A—4,151-4,151-100%$613.2K———
Clark Capital Management Group, Inc.
N/A—4,149-4,149-100%$612.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—4,141-4,141-100%$610.9K———
XTX Topco Ltd
N/A—4,081-4,081-100%$602.9K———
Hyundai Investments Co., Ltd.
N/A—4,063-4,063-100%$598.4K———
Silver OAK Securities, Incorporated
N/A—4,001-4,001-100%$591.0K———
First Command Advisory Services, Inc.
N/A—3,948-3,948-100%$583.2K———
Bradley Foster & Sargent Inc
N/A—3,853-3,853-100%$569.2K———
Financial Alternatives, Inc
N/A—3,806-3,806-100%$562.3K———
Liberty Wealth Management LLC
N/A—3,750-3,750-100%$496.9K———
Topsail Wealth Management, LLC
N/A—3,624-3,624-100%$535.4K———
SouthState Bank Corp
N/A—3,516-3,516-100%$519.4K———
Brown Advisory Inc
N/A—3,506-3,506-100%$517.9K———
Argent Trust Co
N/A—3,496-3,496-100%$516.5K———
Stonebridge Financial Group, LLC / MO
N/A—3,387-3,387-100%$500.3K———
Park Place Capital Corp
N/A—3,333-3,333-100%$492.4K———
Mayflower Financial Advisors, LLC
N/A—3,294-3,294-100%$486.6K———
Ally Invest Advisors Inc.
N/A—3,289-3,289-100%$485.9K———
Gladstone Institutional Advisory LLC
N/A—3,273-3,273-100%$483.5K———
Highland Investment Advisors LLC
N/A—3,252-3,252-100%$480.4K———
SlateStone Wealth, LLC
N/A—3,223-3,223-100%$476.0K———
Integrated Wealth Concepts LLC
N/A—3,207-3,207-100%$473.8K———
First Commonwealth Financial Corp
N/A—3,198-3,198-100%$472.4K———
Boston Family Office LLC
N/A—3,166-3,166-100%$468.0K———
First National Bank of Omaha
N/A—3,055-3,055-100%$450.0K———
Caprock Group, LLC
N/A—3,034-3,034-100%$448.2K———
Panoramic Investment Advisors, LLC
N/A—2,900-2,900-100%$428.4K———
Atlantic Union Bankshares Corp
N/A—2,880-2,880-100%$425.5K———
BFC Planning, Inc.
N/A—2,847-2,847-100%$420.6K———
Zhang Financial LLC
N/A—2,828-2,828-100%$417.8K———
Bridges Investment Management Inc
N/A—2,814-2,814-100%$415.7K———
Renaissance Technologies LLC
N/A—2,800-2,800-100%$413.6K———
Callan Family Office, LLC
N/A—2,770-2,770-100%$409.2K———
Hilltop Holdings Inc.
N/A—2,768-2,768-100%$408.9K———
Pettyjohn, Wood & White, Inc
N/A—2,694-2,694-100%$398.0K———
Allium Financial Advisors, LLC
N/A—2,658-2,658-100%$392.7K———
IEQ Capital, LLC
N/A—2,652-2,652-100%$391.7K———
Bellwether Advisors, LLC
N/A—2,621-2,621-100%$387.2K———
Aptus Capital Advisors, LLC
N/A—2,593-2,593-100%$383.1K———
Western Wealth Management, LLC
N/A—2,576-2,576-100%$380.5K———
IHT Wealth Management, LLC
N/A—2,521-2,521-100%$372.4K———
Bonfire Financial
N/A—2,515-2,515-100%$371.5K———
Savvy Advisors, Inc.
N/A—2,465-2,465-100%$364.2K———
Fiduciary Trust Co
N/A—2,459-2,459-100%$363.3K———
Fayez Sarofim & Co
N/A—2,446-2,446-100%$361.3K———
VeraBank, N.A.
N/A—2,417-2,417-100%$357.1K———
Ritholtz Wealth Management
N/A—2,406-2,406-100%$355.5K———
Russell Investments Group, Ltd.
N/A—2,402-2,402-100%$354.9K———
Haverford Trust Co
N/A—2,383-2,383-100%$352.0K———
Merit Financial Group, LLC
N/A—2,331-2,331-100%$344.4K———
Portland Global Advisors LLC
N/A—2,312-2,312-100%$341.6K———
Thoroughbred Financial Services, LLC
N/A—2,172-2,172-100%$320.0K———
Petra Financial Advisors Inc
N/A—2,150-2,150-100%$317.6K———
VSM Wealth Advisory, LLC
N/A—2,148-2,148-100%$317.3K———
Peapack Gladstone Financial Corp
N/A—2,107-2,107-100%$295.0K———
Wick Capital Partners, LLC
N/A—2,069-2,069-100%$305.7K———
Harbour Investments, Inc.
N/A—2,066-2,066-100%$305.2K———
Vestmark Advisory Solutions, Inc.
N/A—2,061-2,061-100%$304.5K———
National Bank of Canada
N/A—2,056-2,056-100%$303.4K———
JPL Wealth Management, LLC
N/A—2,053-2,053-100%$303.3K———
Bravias Capital Group, LLC
N/A—2,037-2,037-100%$301.0K———
FSA Advisors, Inc.
N/A—2,032-2,032-100%$300.2K———
LaSalle St. Investment Advisors, LLC
N/A—2,022-2,022-100%$298.7K———
Earnest Partners LLC
N/A—2,013-2,013-100%$297.4K———
Motco
N/A—1,979-1,979-100%$292.4K———
Vickerman Investment Advisors, Inc.
N/A—1,958-1,958-100%$289.3K———
Cresset Asset Management, LLC
N/A—1,950-1,950-100%$288.1K———
NorthRock Partners, LLC
N/A—1,939-1,939-100%$286.4K———
Advisory Alpha, LLC
N/A—1,919-1,919-100%$283.6K———
Essex Financial Services, Inc.
N/A—1,914-1,914-100%$282.7K———
Stock Yards Bank & Trust Co
N/A—1,902-1,902-100%$281.0K———
Alpha Financial Advisors, LLC
N/A—1,887-1,887-100%$278.8K———
Benjamin Edwards Inc
N/A—1,869-1,869-100%$276.1K———
MB Generational Wealth, LLC
N/A—1,814-1,814-100%$268.0K———
Tocqueville Asset Management L.P.
N/A—1,800-1,800-100%$265.9K———
V2 Financial group LLC
N/A—1,800-1,800-100%$265.9K———
Bogart Wealth, LLC
N/A—1,799-1,799-100%$265.8K———
Nalls Sherbakoff Group, LLC
N/A—1,799-1,799-100%$265.8K———
Westwood Holdings Group Inc
N/A—1,770-1,770-100%$261.5K———
Dopkins Wealth Management, LLC
N/A—1,732-1,732-100%$255.9K———
Advisors Capital Management, LLC
N/A—1,732-1,732-100%$256.0K———
Madden Advisory Services, Inc.
N/A—1,720-1,720-100%$254.1K———
Veridan Wealth LLC
N/A—1,677-1,677-100%$247.8K———
Noble Wealth Partners LLC
N/A—1,661-1,661-100%$245.4K———
Fidelis Capital Partners, LLC
N/A—1,654-1,654-100%$244.3K———
Independent Advisor Alliance
N/A—1,652-1,652-100%$244.1K———
Elm Partners Management LLC
N/A—1,636-1,636-100%$241.6K———
Geneos Wealth Management Inc.
N/A—1,634-1,634-100%$241.4K———
Baker Avenue Asset Management, LP
N/A—1,629-1,629-100%$240.7K———
Empower Advisory Group, LLC
N/A—1,616-1,616-100%$238.7K———
Cary Street Partners Financial LLC
N/A—1,589-1,589-100%$234.7K———
Gateway Wealth Partners, LLC
N/A—1,580-1,580-100%$233.4K———
Fortis Capital Advisors, LLC
N/A—1,540-1,540-100%$227.5K———
Belpointe Asset Management LLC
N/A—1,540-1,540-100%$227.5K———
Dana Investment Advisors, Inc.
N/A—1,516-1,516-100%$224.0K———
Simmons Bank
N/A—1,506-1,506-100%$222.5K———
Nicolet Bankshares Inc
N/A—1,500-1,500-100%$221.6K———
JTC Employer Solutions Trustee Ltd
N/A—1,496-1,496-100%$221.0K———
Perissos Private Wealth Management, LLC
N/A—1,489-1,489-100%$220.0K———
Glen Eagle Advisors, LLC
N/A—1,485-1,485-100%$219.4K———
Stephens Inc
N/A—1,482-1,482-100%$218.9K———
Vanguard Advisers Inc
N/A—1,470-1,470-100%$217.2K———
Foundations Investment Advisors, LLC
N/A—1,464-1,464-100%$216.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,448-1,448-100%$213.9K———
Smithfield Trust Co
N/A—1,422-1,422-100%$210.0K———
Horizon Investments, LLC
N/A—1,420-1,420-100%$209.8K———
Strategies Wealth Advisors, LLC
N/A—1,409-1,409-100%$208.2K———
Bearing Point Capital, LLC
N/A—1,409-1,409-100%$208.2K———
Foster & Motley Inc
N/A—1,400-1,400-100%$207.0K———
Investment Advisory Group, LLC
N/A—1,387-1,387-100%$204.9K———
HM Payson & Co
N/A—1,367-1,367-100%$201.9K———
Summit Trail Advisors, LLC
N/A—1,365-1,365-100%$201.7K———
Koss-Olinger Consulting, LLC
N/A—1,357-1,357-100%$200.5K———
Meeder Advisory Services, Inc.
N/A—1,355-1,355-100%$200.2K———
Silicon Valley Capital Partners
N/A—1,313-1,313-100%$193.9K———
Alerus Financial NA
N/A—1,256-1,256-100%$185.5K———
Meramec Financial Planners, LLC
N/A—1,240-1,240-100%$184.1K———
LRI Investments, LLC
N/A—1,180-1,180-100%$174.3K———
IMA Advisory Services, Inc.
N/A—1,143-1,143-100%$168.9K———
Smartleaf Asset Management LLC
N/A—1,098-1,098-100%$161.8K———
Continuum Advisory, LLC
N/A—1,070-1,070-100%$158.1K———
Central Trust Co
N/A—1,037-1,037-100%$153.2K———
Prosperity Bancshares Inc
N/A—1,030-1,030-100%$152.2K———
Clearstead Trust, LLC
N/A—920-920-100%$135.9K———
Front Row Advisors LLC
N/A—915-915-100%$137.6K———
Medallion Wealth Advisors, LLC
N/A—811-811-100%$119.8K———
BOK Financial Private Wealth, Inc.
N/A—795-795-100%$117.5K———
Walsh & Associates, LLC
N/A—778-778-100%$114.9K———
WealthShield Partners, LLC
N/A—778-778-100%$114.9K———
Rice Partnership, LLC
N/A—765-765-100%$113.0K———
Millstone Evans Group, LLC
N/A—753-753-100%$111.2K———
Milestone Investment Advisors LLC
N/A—669-669-100%$98.8K———
Financial Life Planners
N/A—632-632-100%$93.4K———
Rothschild Investment LLC
N/A—630-630-100%$93.1K———
Colonial Trust Co / SC
N/A—623-623-100%$92.0K———
Brown Brothers Harriman & Co
N/A—585-585-100%$86.4K———
Napier Financial, LLC
N/A—493-493-100%$72.8K———
Glassman Wealth Services
N/A—472-472-100%$69.7K———
Tidemark, LLC
N/A—462-462-100%$68.3K———
Centennial Bank
N/A—450-450-100%$66.5K———
Strategic Wealth Partners, Ltd.
N/A—432-432-100%$63.8K———
Greykasell Wealth Strategies, Inc.
N/A—430-430-100%$63.5K———
Johnson Financial Group, Inc.
N/A—415-415-100%$61.3K———
Oxford Financial Group, Ltd. LLC
N/A—409-409-100%$60.4K———
Hantz Financial Services, Inc.
N/A—404-404-100%$60.0K———
Quent Capital, LLC
N/A—401-401-100%$59.2K———
Rialto Wealth Management, LLC
N/A—382-382-100%$56.4K———
Cornerstone Financial Management LLC
N/A—380-380-100%$56.1K———
Synergy Investment Management, LLC
N/A—360-360-100%$53.2K———
Founders Financial Alliance, LLC
N/A—348-348-100%$51.4K———
Howe & Rusling Inc
N/A—342-342-100%$50.5K———
N.E.W. Advisory Services LLC
N/A—340-340-100%$50.2K———
Colonial Trust Advisors
N/A—289-289-100%$42.7K———
WealthCollab, LLC
N/A—284-284-100%$42.0K———
Cary Street Partners Investment Advisory LLC
N/A—251-251-100%$37.1K———
BankPlus Trust Department
N/A—246-246-100%$36.3K———
Palouse Capital Management, Inc.
N/A—244-244-100%$36.0K———
Caitlin John, LLC
N/A—217-217-100%$32.1K———
Institute for Wealth Management, Llc.
N/A—207-207-100%$30.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—206-206-100%$30.4K———
Merrithew & Thorsten Inc
N/A—204-204-100%$30.0K———
Orion Capital Management LLC
N/A—200-200-100%$29.5K———
Sankala Group LLC
N/A—200-200-100%$29.9K———
Dunhill Financial, LLC
N/A—185-185-100%$27.3K———
SHP Wealth Management
N/A—182-182-100%$26.9K———
Anchor Investment Management, LLC
N/A—165-165-100%$24.4K———
Avalon Trust Co
N/A—164-164-100%$24.2K———
Regatta Research & Money Management
N/A—140-140-100%$20.7K———
Sittner & Nelson, LLC
N/A—139-139-100%$20.5K———
Imprint Wealth LLC
N/A—138-138-100%$20.4K———
Darwin Wealth Management, LLC
N/A—138-138-100%$20.5K———
Graney & King, LLC
N/A—124-124-100%$18.4K———
Lowe Brockenbrough & Co Inc
N/A—102-102-100%$15.1K———
Strive Financial Group,LLC
N/A—97-97-100%$14.3K———
Zions Bancorporation, National Association
N/A—92-92-100%$13.6K———
CoreFirst Bank & Trust
N/A—84-84-100%$12.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—79-79-100%$11.7K———
Atlas Capital Advisors Inc.
N/A—70-70-100%$10.3K———
Atomic Invest LLC
N/A—66-66-100%$9.7K———
CNB Bank
N/A—61-61-100%$9.0K———
Timbuktu Capital Management, LLC
N/A—52-52-100%$7.7K———
Tiaa Wealth Investment Management LLC
N/A—48-48-100%$7.1K———
Godfrey Financial Associates, Inc.
N/A—46-46-100%$6.8K———
PIN OAK Investment Advisors Inc
N/A—42-42-100%$6———
Beaird Harris Wealth Management, LLC
N/A—37-37-100%$5.5K———
New Republic Capital, LLC
N/A—33-33-100%$4.9K———
Raffa Wealth Management, LLC
N/A—11-11-100%$1.6K———
Fiduciary Financial Advisors
N/A—3-3-100%$443———
Tiaa Trust, National Association
N/A—00—$0———
Showing 910 of 910 institutions