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Ishares Ustechnology ETF (IYW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares566,841 from 669,449
Change-102,608 (-15%)
Value$150.2M (-$18.7M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares483,241 from 477,728
Change+5,513 (+1%)
Value$128.0M (+$7.5M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares178,930 from 160,431
Change+18,499 (+12%)
Value$47.4M (+$6.9M)
Filed 2026-10-21
Howard Capital Management Group, LLC
DECREASED
Shares166,038 from 176,535
Change-10,497 (-6%)
Value$44.0M (-$543.9K)
Filed 2026-10-16
First Merchants Corp
DECREASED
Shares160,352 from 161,871
Change-1,519 (-1%)
Value$42.5M (+$1.6M)
Filed 2026-10-15
Creative Planning
INCREASED
Shares153,709 from 152,265
Change+1,444 (+1%)
Value$40.7M (+$2.3M)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares133,557 from 128,742
Change+4,815 (+4%)
Value$35.4M (+$2.9M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares130,924 from 141,383
Change-10,459 (-7%)
Value$34.7K (-$35.6M)
Filed 2026-11-02
Patton Albertson Miller Group, LLC
DECREASED
Shares107,349 from 107,832
Change-483 (0%)
Value$28.4M (+$1.2M)
Filed 2026-10-26
RVW Wealth, LLC
INCREASED
Shares104,891 from 89,777
Change+15,114 (+17%)
Value$27.8M (+$5.1M)
Filed 2026-10-06
Perigon Wealth Management, LLC
DECREASED
Shares102,979 from 113,658
Change-10,679 (-9%)
Value$27.3M (-$1.4M)
Filed 2026-10-22
Capital Investment Advisors, LLC
DECREASED
Shares102,605 from 105,036
Change-2,431 (-2%)
Value$27.2M (+$686.9K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
INCREASED
Shares101,122 from 94,407
Change+6,715 (+7%)
Value$26.8M (+$3.0M)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares99,486 from 90,046
Change+9,440 (+10%)
Value$26.4M (+$3.6M)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares96,381 from 98,807
Change-2,426 (-2%)
Value$25.5K (-$24.9M)
Filed 2026-10-26
Tritonpoint Wealth, LLC
DECREASED
Shares91,698 from 92,429
Change-731 (-1%)
Value$24.3M (+$977.4K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares90,624 from 92,976
Change-2,352 (-3%)
Value$24.2M (+$997.9K)
Filed 2026-10-13
First Citizens Financial Corp
DECREASED
Shares88,349 from 89,186
Change-837 (-1%)
Value$23.4M (+$908.3K)
Filed 2026-10-02
Fifth Third Securities, Inc.
INCREASED
Shares73,971 from 66,865
Change+7,106 (+11%)
Value$19.6M (+$2.7M)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares71,796 from 78,430
Change-6,634 (-8%)
Value$19.0M (-$763.6K)
Filed 2026-10-30
Cottonwood Capital Advisors, LLC
INCREASED
Shares65,056 from 64,798
Change+258 (+0%)
Value$17.2M (+$889.5K)
Filed 2026-10-20
Finley Financial, LLC
INCREASED
Shares60,706 from 60,556
Change+150 (+0%)
Value$16.2M (+$924.1K)
Filed 2026-10-28
Signature Wealth Management Partners, LLC
DECREASED
Shares60,654 from 61,513
Change-859 (-1%)
Value$16.1M (+$551.8K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares60,437 from 60,936
Change-499 (-1%)
Value$16.0M (+$639.9K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares57,486 from 51,502
Change+5,984 (+12%)
Value$15.2M (+$2.2M)
Filed 2026-11-04
Ashurst Perkins Coie Trust Co
INCREASED
Shares56,023 from 52,686
Change+3,337 (+6%)
Value$14.8M (+$1.6M)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares55,713 from 61,699
Change-5,986 (-10%)
Value$14.8M (-$790.7K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares55,214 from 17,110
Change+38,104 (+223%)
Value$14.6M (+$10.3M)
Filed 2026-10-16
Certuity, LLC
INCREASED
Shares54,062 from 46,029
Change+8,033 (+17%)
Value$14.3M (+$2.7M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares53,714 from 52,838
Change+876 (+2%)
Value$14.2M (+$901.4K)
Filed 2026-11-05
Mechanics Bank Trust Department
INCREASED
Shares52,422 from 51,874
Change+548 (+1%)
Value$13.9M (+$802.4K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED
Shares51,851 from 47,802
Change+4,049 (+8%)
Value$13.7M (+$1.7M)
Filed 2026-10-20
Pettinga Financial Advisors LLC
DECREASED
Shares50,750 from 62,900
Change-12,150 (-19%)
Value$13.4M (-$2.4M)
Filed 2026-10-13
High Point Wealth Management, LLC
DECREASED
Shares50,380 from 50,732
Change-352 (-1%)
Value$13.3M (+$549.4K)
Filed 2026-11-05
J.Safra Asset Management Corp
UNCHANGED
Shares47,904 from 47,904
Change0 (0%)
Value$12.7M (+$606.9K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares47,677 from 45,985
Change+1,692 (+4%)
Value$12.6M (+$1.0M)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares47,658 from 10,188
Change+37,470 (+368%)
Value$12.3M (+$9.9M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares47,658 from 10,188
Change+37,470 (+368%)
Value$12.3M (+$9.9M)
Filed 2026-10-20
OpenArc Corporate Advisory, LLC
DECREASED
Shares46,610 from 46,701
Change-91 (0%)
Value$12.3M (+$567.6K)
Filed 2026-10-21
Three Seasons Wealth, LLC
INCREASED
Shares46,098 from 42,945
Change+3,153 (+7%)
Value$12.2M (+$1.4M)
Filed 2026-11-03
Swmg, LLC
INCREASED
Shares45,453 from 43,987
Change+1,466 (+3%)
Value$11.3M (+$398.8K)
Filed 2026-10-23
Essex LLC
DECREASED
Shares44,268 from 44,767
Change-499 (-1%)
Value$11.7M (+$435.0K)
Filed 2026-10-14
Pittenger & Anderson Inc
UNCHANGED
Shares43,015 from 43,015
Change0 (0%)
Value$11.4M (+$545.0K)
Filed 2026-11-02
Lifelong Wealth Advisors, Inc.
DECREASED
Shares42,224 from 43,554
Change-1,330 (-3%)
Value$11.2M (+$199.5K)
Filed 2026-10-19
Cadent Capital Advisors, LLC
DECREASED
Shares42,167 from 45,056
Change-2,889 (-6%)
Value$11.2M (-$194.4K)
Filed 2026-10-09
Spire Wealth Management
DECREASED
Shares40,974 from 45,565
Change-4,591 (-10%)
Value$10.9M (-$638.9K)
Filed 2026-10-30
Summit Financial Consulting LLC
INCREASED
Shares39,621 from 31,841
Change+7,780 (+24%)
Value$10.5M (+$2.5M)
Filed 2026-10-15
Prospera Financial Services Inc
DECREASED
Shares37,754 from 57,766
Change-20,012 (-35%)
Value$9.2M (-$5.4M)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares37,660 from 37,237
Change+423 (+1%)
Value$10.0M (+$583.9K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares36,134 from 36,296
Change-162 (0%)
Value$9.6M (+$417.1K)
Filed 2026-10-22
Kingsman Wealth Management, Inc.
INCREASED
Shares35,660 from 33,318
Change+2,342 (+7%)
Value$9.4M (+$1.0M)
Filed 2026-10-13
Central Pacific Bank - Trust Division
DECREASED
Shares35,653 from 36,065
Change-412 (-1%)
Value$9.4M (+$347.8K)
Filed 2026-10-06
Principal Financial Group Inc
DECREASED
Shares35,458 from 57,381
Change-21,923 (-38%)
Value$9.4M (-$5.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares35,355 from 36,499
Change-1,144 (-3%)
Value$9.4M (+$179.0K)
Filed 2026-11-05
Crown Wealth Group, LLC
DECREASED
Shares34,964 from 44,221
Change-9,257 (-21%)
Value$9.3M (-$1.9M)
Filed 2026-10-19
Tableaux LLC
DECREASED
Shares34,496 from 38,529
Change-4,033 (-10%)
Value$9.1M (-$580.2K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares34,484 from 22,885
Change+11,599 (+51%)
Value$9.1M (+$3.4M)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares32,980 from 47,508
Change-14,528 (-31%)
Value$8.7M (-$3.2M)
Filed 2026-10-13
Gerald Baker Financial Group LLC
DECREASED
Shares32,957 from 33,520
Change-563 (-2%)
Value$8.7M (+$275.7K)
Filed 2026-10-09
Fortitude Family Office, LLC
UNCHANGED
Shares32,215 from 32,215
Change0 (0%)
Value$8.5M (+$408.2K)
Filed 2026-10-14
Trek Financial, LLC
INCREASED
Shares32,203 from 2,739
Change+29,464 (+1076%)
Value$8.5M (+$7.8M)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares32,114 from 33,944
Change-1,830 (-5%)
Value$8.5M (-$54.7K)
Filed 2026-10-16
Schmidt P J Investment Management Inc
DECREASED
Shares32,084 from 32,931
Change-847 (-3%)
Value$8.5M (+$193.0K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares30,944 from 33,341
Change-2,397 (-7%)
Value$8.2M (-$212.6K)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares30,379 from 30,884
Change-505 (-2%)
Value$8.3M (+$761.4K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares29,855 from 39,953
Change-10,098 (-25%)
Value$7.9M (-$2.2M)
Filed 2026-10-13
WealthBridge Capital Management, LLC
DECREASED
Shares29,682 from 30,218
Change-536 (-2%)
Value$7.9M (+$240.9K)
Filed 2026-10-16
Belvedere Trading LLC
DECREASED
Shares29,227 from 52,411
Change-23,184 (-44%)
Value$7.7M (-$5.5M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares28,980 from 28,085
Change+895 (+3%)
Value$7.7M (+$592.9K)
Filed 2026-11-05
Integrity Alliance, Llc.
DECREASED
Shares28,212 from 29,147
Change-935 (-3%)
Value$7.5M (+$121.7K)
Filed 2026-10-29
Gallagher Capital Advisors, LLC
DECREASED
Shares27,356 from 27,388
Change-32 (0%)
Value$7.2M (+$335.8K)
Filed 2026-10-09
Montecito Bank & Trust
INCREASED
Shares27,332 from 27,245
Change+87 (+0%)
Value$7.2M (+$368.2K)
Filed 2026-10-01
Elevation Point Wealth Partners, LLC
INCREASED
Shares27,224 from 7,322
Change+19,902 (+272%)
Value$7.2M (+$5.4M)
Filed 2026-11-05
First Heartland Consultants, Inc.
DECREASED
Shares27,157 from 29,777
Change-2,620 (-9%)
Value$7.2M (-$316.7K)
Filed 2026-10-08
Citizens Financial Group Inc
INCREASED
Shares27,116 from 24,650
Change+2,466 (+10%)
Value$7.2M (+$965.7K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares26,961 from 59,554
Change-32,593 (-55%)
Value$7.1M (-$7.9M)
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares26,825 from 27,063
Change-238 (-1%)
Value$7.1M (+$279.9K)
Filed 2026-10-29
CPR Investments Inc.
DECREASED
Shares26,815 from 30,918
Change-4,103 (-13%)
Value$7.1M (-$695.0K)
Filed 2026-10-26
Security Financial Services, Inc.
DECREASED
Shares26,516 from 26,906
Change-390 (-1%)
Value$7.0M (+$237.6K)
Filed 2026-10-29
Carnegie Investment Counsel
DECREASED
Shares26,078 from 26,353
Change-275 (-1%)
Value$6.9M (+$261.0K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares26,049 from 26,378
Change-329 (-1%)
Value$6.8M (+$109.0K)
Filed 2026-10-23
Centerline Wealth Advisors, LLC
INCREASED
Shares25,886 from 25,688
Change+198 (+1%)
Value$6.9M (+$377.9K)
Filed 2026-10-15
Eagle Strategies LLC
INCREASED
Shares25,765 from 24,302
Change+1,463 (+6%)
Value$6.8M (+$695.4K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares25,603 from 25,399
Change+204 (+1%)
Value$6.8M (+$375.6K)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares25,582 from 24,743
Change+839 (+3%)
Value$6.8M (+$535.6K)
Filed 2026-10-14
Forthright Family Wealth Advisory LLC
DECREASED
Shares25,356 from 25,388
Change-32 (0%)
Value$6.7M (+$313.2K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares25,189 from 23,870
Change+1,319 (+6%)
Value$6.7M (+$651.7K)
Filed 2026-11-04
Weinberger Asset Management, Inc
INCREASED
Shares24,427 from 24,422
Change+5 (+0%)
Value$6.5M (+$657.2K)
Filed 2026-10-28
Gilliland Jeter Wealth Management LLC
INCREASED
Shares24,380 from 24,307
Change+73 (+0%)
Value$6.5M (+$327.4K)
Filed 2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED
Shares24,228 from 24,313
Change-85 (0%)
Value$6.4M (+$285.5K)
Filed 2026-10-05
Fort Washington Investment Advisors Inc
DECREASED
Shares23,890 from 24,467
Change-577 (-2%)
Value$6.3M (+$157.2K)
Filed 2026-10-15
WBH Advisory Inc
DECREASED
Shares23,681 from 23,717
Change-36 (0%)
Value$6.3M (+$291.0K)
Filed 2026-11-05
S&A Financial Services, Inc.
DECREASED
Shares23,451 from 25,761
Change-2,310 (-9%)
Value$6.2M (-$285.6K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
INCREASED
Shares22,939 from 22,566
Change+373 (+2%)
Value$6.1M (+$384.7K)
Filed 2026-10-27
DT Investment Partners, LLC
UNCHANGED
Shares22,678 from 22,678
Change0 (0%)
Value$6.0M (+$287.3K)
Filed 2026-10-27
Keybank National Association
DECREASED
Shares22,598 from 23,174
Change-576 (-2%)
Value$6.0M (+$141.0K)
Filed 2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares22,069 from 21,828
Change+241 (+1%)
Value$5.8M (+$340.4K)
Filed 2026-10-28
Financial Life Advisors
DECREASED
Shares21,236 from 24,153
Change-2,917 (-12%)
Value$5.6M (-$466.6K)
Filed 2026-10-14
TritonPoint Partners, LLC
DECREASED
Shares20,895 from 93,853
Change-72,958 (-78%)
Value$5.5M (-$18.1M)
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares20,892 from 20,600
Change+292 (+1%)
Value$5.5M (+$338.4K)
Filed 2026-10-30
MGO One Seven LLC
DECREASED
Shares20,817 from 21,570
Change-753 (-3%)
Value$5.5M (+$73.8K)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares20,462 from 21,052
Change-590 (-3%)
Value$5.4M (+$110.4K)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED
Shares20,237 from 20,000
Change+237 (+1%)
Value$5.4M (+$316.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares20,138 from 20,042
Change+96 (+0%)
Value$5.3M (+$279.2K)
Filed 2026-10-30
Gimbal Financial
NEW
Shares19,767
Change+19,767
Value$5.2M
Filed 2026-10-19
Hemming& Wealth Management, Inc.
DECREASED
Shares19,449 from 19,938
Change-489 (-2%)
Value$5.2M (+$123.1K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED
Shares19,441 from 25,661
Change-6,220 (-24%)
Value$5.1M (-$1.3M)
Filed 2026-10-08
Ayalon Insurance Comp Ltd.
INCREASED
Shares19,439 from 16,800
Change+2,639 (+16%)
Value$5.1K (+$912)
Filed 2026-10-08
Advisortrust Partners, LLC
NEW
Shares19,354
Change+19,354
Value$5.1M
Filed 2026-11-02
Lakeshore Financial Planning, Inc.
DECREASED
Shares19,126 from 19,141
Change-15 (0%)
Value$5.1M (+$237.6K)
Filed 2026-10-13
Tennessee Valley Asset Management Partners
INCREASED
Shares19,030 from 18,762
Change+268 (+1%)
Value$5.0M (+$308.9K)
Filed 2026-11-03
Cypress Wealth Services, LLC
INCREASED
Shares18,559 from 18,410
Change+149 (+1%)
Value$5.1M (+$415.5K)
Filed 2026-10-21
VestGen Advisors, LLC
INCREASED
Shares18,442 from 17,467
Change+975 (+6%)
Value$4.9M (+$479.6K)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares18,344 from 19,300
Change-956 (-5%)
Value$4.9M (-$8.7K)
Filed 2026-10-08
Parsons Capital Management Inc
INCREASED
Shares18,179 from 18,141
Change+38 (+0%)
Value$4.8M (+$239.9K)
Filed 2026-10-28
Joel Isaacson & Co., LLC
INCREASED
Shares18,141 from 18,140
Change+1 (+0%)
Value$4.8M (+$230.0K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares17,912 from 18,112
Change-200 (-1%)
Value$4.7M (+$176.5K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
DECREASED
Shares17,859 from 18,329
Change-470 (-3%)
Value$4.6M (+$8.1K)
Filed 2026-11-02
Horst & Graben Wealth Management LLC
INCREASED
Shares17,853 from 17,838
Change+15 (+0%)
Value$4.7M (+$292.0K)
Filed 2026-11-02
Terra Nova Asset Management LLC
INCREASED
Shares17,732 from 17,021
Change+711 (+4%)
Value$4.7M (+$404.0K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares17,710 from 17,704
Change+6 (+0%)
Value$4.7M (+$225.9K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
UNCHANGED
Shares17,688 from 17,688
Change0 (0%)
Value$4.7M (+$224.1K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
INCREASED
Shares17,645 from 11,002
Change+6,643 (+60%)
Value$4.8M (+$2.1M)
Filed 2026-10-09
Midwest Trust Co
DECREASED
Shares17,238 from 18,998
Change-1,760 (-9%)
Value$4.6M (-$225.5K)
Filed 2026-10-22
RFG Advisory, LLC
DECREASED
Shares16,877 from 17,169
Change-292 (-2%)
Value$4.5M (+$140.0K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares16,811 from 18,730
Change-1,919 (-10%)
Value$4.5M (-$270.9K)
Filed 2026-10-14
May Hill Capital, LLC
INCREASED
Shares16,738 from 15,745
Change+993 (+6%)
Value$4.4M (+$462.5K)
Filed 2026-11-03
HB Wealth Management, LLC
DECREASED
Shares16,717 from 16,774
Change-57 (0%)
Value$4.4M (+$197.2K)
Filed 2026-10-23
TSA Wealth Managment LLC
INCREASED
Shares16,507 from 16,376
Change+131 (+1%)
Value$4.4M (+$242.2K)
Filed 2026-10-22
Client 1ST Advisory Group, LLC
INCREASED
Shares16,429 from 16,287
Change+142 (+1%)
Value$4.4M (+$244.0K)
Filed 2026-10-19
Sovran Advisors, LLC
DECREASED
Shares16,248 from 16,689
Change-441 (-3%)
Value$4.1M (+$245.9K)
Filed 2026-11-02
Mullooly Asset Management, Inc.
DECREASED
Shares15,879 from 15,926
Change-47 (0%)
Value$4.2M (+$190.1K)
Filed 2026-10-30
Matthew Goff Investment Advisor, LLC
DECREASED
Shares15,429 from 16,670
Change-1,241 (-7%)
Value$4.1M (-$117.5K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares15,411 from 40,859
Change-25,448 (-62%)
Value$4.1M (-$6.2M)
Filed 2026-10-08
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares15,387 from 15,441
Change-54 (0%)
Value$4.1M (+$181.3K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares15,370 from 14,985
Change+385 (+3%)
Value$4.1M (+$292.1K)
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares15,308 from 15,242
Change+66 (+0%)
Value$4.1M (+$210.6K)
Filed 2026-10-28
Forte Asset Management LLC
INCREASED
Shares15,199 from 14,958
Change+241 (+2%)
Value$4.0M (+$253.4K)
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares15,120 from 15,994
Change-874 (-5%)
Value$4.0M (-$28.7K)
Filed 2026-10-23
Leeward Financial Partners, LLC
UNCHANGED
Shares15,002 from 15,002
Change0 (0%)
Value$4.0M (+$190.1K)
Filed 2026-10-23
W Advisors, LLC
INCREASED
Shares14,836 from 14,834
Change+2 (+0%)
Value$3.9M (+$188.5K)
Filed 2026-11-02
Promethium Advisors,llc
DECREASED
Shares14,835 from 15,060
Change-225 (-1%)
Value$3.9M (+$131.2K)
Filed 2026-10-19
Greenspring Advisors, LLC
INCREASED
Shares14,658 from 7,329
Change+7,329 (+100%)
Value$3.9M (+$2.0M)
Filed 2026-11-05
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares13,732 from 13,408
Change+324 (+2%)
Value$3.6M (+$255.7K)
Filed 2026-10-15
First United Bank & Trust
DECREASED
Shares13,714 from 14,137
Change-423 (-3%)
Value$3.6M (+$67.1K)
Filed 2026-10-22
Lakeshore Capital Group, Inc.
DECREASED
Shares13,491 from 13,621
Change-130 (-1%)
Value$3.6M (+$138.0K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
DECREASED
Shares13,319 from 13,504
Change-185 (-1%)
Value$3.5M (+$122.1K)
Filed 2026-10-14
Glenview Trust Co
DECREASED
Shares13,288 from 13,587
Change-299 (-2%)
Value$3.5M (+$92.9K)
Filed 2026-10-28
Avalon Capital Management
INCREASED
Shares13,281 from 10,265
Change+3,016 (+29%)
Value$3.5M (+$929.0K)
Filed 2026-11-04
Avior Wealth Management, LLC
DECREASED
Shares13,213 from 13,673
Change-460 (-3%)
Value$3.5M (+$51.4K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares13,164 from 1,007
Change+12,157 (+1207%)
Value$3.5M (+$3.2M)
Filed 2026-10-16
Financial Perspectives, Inc
DECREASED
Shares12,993 from 12,996
Change-3 (0%)
Value$3.4M (+$163.7K)
Filed 2026-11-03
LongView Wealth Management
DECREASED
Shares12,410 from 12,509
Change-99 (-1%)
Value$3.3M (+$132.2K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares12,272 from 11,642
Change+630 (+5%)
Value$3.2M (+$248.6K)
Filed 2026-10-15
Duncker Streett & Co Inc
DECREASED
Shares12,074 from 12,153
Change-79 (-1%)
Value$3.2M (+$133.1K)
Filed 2026-10-27
Keystone Wealth Services, LLC
INCREASED
Shares12,069 from 11,984
Change+85 (+1%)
Value$3.2M (+$155.5K)
Filed 2026-11-03
Commonwealth Financial Services, LLC
DECREASED
Shares11,704 from 15,205
Change-3,501 (-23%)
Value$3.1M (-$734.8K)
Filed 2026-10-20
Principle Wealth Partners LLC
INCREASED
Shares11,612 from 11,548
Change+64 (+1%)
Value$3.1M (+$163.5K)
Filed 2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED
Shares11,582 from 11,580
Change+2 (+0%)
Value$3.1M (+$147.1K)
Filed 2026-11-05
Flagstar Securities, Inc
DECREASED
Shares11,319 from 16,013
Change-4,694 (-29%)
Value$3.0M (-$1.0M)
Filed 2026-10-15
Montis Financial, LLC
DECREASED
Shares11,284 from 12,085
Change-801 (-7%)
Value$3.0M (-$59.0K)
Filed 2026-11-04
Redwood Financial Network Corp
DECREASED
Shares11,188 from 11,456
Change-268 (-2%)
Value$3.0M (+$74.2K)
Filed 2026-11-03
Dale Q Rice Investment Management Ltd
DECREASED
Shares11,123 from 11,143
Change-20 (0%)
Value$2.9M (+$135.9K)
Filed 2026-10-09
Ballew Advisors, Inc
DECREASED
Shares11,076 from 11,538
Change-462 (-4%)
Value$3.0M (+$177.9K)
Filed 2026-10-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares10,930 from 10,682
Change+248 (+2%)
Value$2.9M (+$200.9K)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares10,888 from 10,760
Change+128 (+1%)
Value$3.0M (+$338.5K)
Filed 2026-10-08
One Advisory Partners, LLC
DECREASED
Shares10,794 from 11,300
Change-506 (-4%)
Value$2.9M (+$9.1K)
Filed 2026-10-22
Market Street Wealth Management Advisors LLC
DECREASED
Shares10,724 from 11,116
Change-392 (-4%)
Value$2.8M (+$37.0K)
Filed 2026-10-09
Canvas Wealth Advisors, LLC
UNCHANGED
Shares10,702 from 10,702
Change0 (0%)
Value$2.7M (+$15.1K)
Filed 2026-11-02
Allen Investment Management, LLC
UNCHANGED
Shares10,606 from 10,606
Change0 (0%)
Value$2.8M (+$134.4K)
Filed 2026-11-03
Elevated Financial Group LLC
DECREASED
Shares10,584 from 25,314
Change-14,730 (-58%)
Value$2.8M (-$3.6M)
Filed 2026-10-16
Legacy Private Trust Co.
DECREASED
Shares10,561 from 10,895
Change-334 (-3%)
Value$2.8M (+$49.6K)
Filed 2026-10-06
SeaCrest Wealth Management, LLC
DECREASED
Shares10,545 from 11,159
Change-614 (-5%)
Value$2.8M (-$21.1K)
Filed 2026-10-21
Global Financial Private Client, LLC
UNCHANGED
Shares10,464 from 10,464
Change0 (0%)
Value$2.8M (+$132.6K)
Filed 2026-10-15
Avid Wealth Partners LLC
INCREASED
Shares10,416 from 10,348
Change+68 (+1%)
Value$2.8M (+$149.1K)
Filed 2026-11-03
Sonata Capital Group Inc
DECREASED
Shares10,230 from 10,480
Change-250 (-2%)
Value$2.7M (+$66.6K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
DECREASED
Shares10,218 from 10,286
Change-68 (-1%)
Value$2.7M (+$174.3K)
Filed 2026-10-13
Apollon Financial, LLC
DECREASED
Shares10,205 from 10,539
Change-334 (-3%)
Value$2.7M (+$44.8K)
Filed 2026-10-23
Patten & Patten Inc
DECREASED
Shares10,183 from 10,273
Change-90 (-1%)
Value$2.7M (+$106.3K)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares10,158 from 9,568
Change+590 (+6%)
Value$2.7M (+$277.6K)
Filed 2026-11-04
Unique Wealth, LLC
INCREASED
Shares9,839 from 7,741
Change+2,098 (+27%)
Value$2.6M (+$653.9K)
Filed 2026-10-16
Magnus Financial Group LLC
INCREASED
Shares9,826 from 9,825
Change+1 (+0%)
Value$2.6M (+$124.6K)
Filed 2026-10-21
Visionary Wealth Advisors
UNCHANGED
Shares9,810 from 9,810
Change0 (0%)
Value$2.6M (+$124.3K)
Filed 2026-11-04
Northside Capital Management, LLC
UNCHANGED
Shares9,800 from 9,800
Change0 (0%)
Value$2.6M (+$124.2K)
Filed 2026-10-13
Simplex Trading, LLC
INCREASED
Shares9,743 from 800
Change+8,943 (+1118%)
Value$2.6M (+$2.4M)
Filed 2026-11-04
International Assets Investment Management, LLC
DECREASED
Shares9,588 from 9,994
Change-406 (-4%)
Value$2.6M (+$72.4K)
Filed 2026-11-02
Beacon Financial Group
DECREASED
Shares9,573 from 9,927
Change-354 (-4%)
Value$2.5M (+$32.0K)
Filed 2026-10-19
WealthCare Investment Partners, LLC
DECREASED
Shares9,537 from 9,895
Change-358 (-4%)
Value$2.5M (+$30.4K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares9,462 from 10,047
Change-585 (-6%)
Value$2.5M (-$27.6K)
Filed 2026-10-22
Maltin Wealth Management, Inc.
DECREASED
Shares9,451 from 9,510
Change-59 (-1%)
Value$2.5M (+$105.1K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares9,350 from 10,119
Change-769 (-8%)
Value$2.5M (-$75.5K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares9,344 from 10,225
Change-881 (-9%)
Value$2.5M (-$103.8K)
Filed 2026-11-04
Lake Street Private Wealth, LLC
DECREASED
Shares9,093 from 9,258
Change-165 (-2%)
Value$2.4M (+$73.6K)
Filed 2026-10-22
Carret Asset Management, LLC
DECREASED
Shares9,017 from 9,262
Change-245 (-3%)
Value$2.4M (+$52.5K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
INCREASED
Shares9,004 from 8,694
Change+310 (+4%)
Value$2.4M (+$192.3K)
Filed 2026-10-22
HCR Wealth Advisors
INCREASED
Shares8,873 from 8,516
Change+357 (+4%)
Value$2.4M (+$202.5K)
Filed 2026-10-15
Davenport & Co LLC
INCREASED
Shares8,869 from 8,370
Change+499 (+6%)
Value$2.3M (+$238.2K)
Filed 2026-10-14
Aviance Capital Partners, LLC
DECREASED
Shares8,691 from 8,886
Change-195 (-2%)
Value$2.3M (+$60.9K)
Filed 2026-10-29
Maia Wealth LLC
DECREASED
Shares8,577 from 8,810
Change-233 (-3%)
Value$2.3M (+$49.9K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares8,534 from 7,399
Change+1,135 (+15%)
Value$2.3M (+$394.4K)
Filed 2026-11-05
Certified Advisory Corp
INCREASED
Shares8,487 from 7,551
Change+936 (+12%)
Value$2.2M (+$343.7K)
Filed 2026-10-29
Chesley Taft & Associates LLC
DECREASED
Shares8,346 from 8,421
Change-75 (-1%)
Value$2.2M (+$86.8K)
Filed 2026-10-13
Lewis Asset Management, LLC
DECREASED
Shares8,262 from 8,277
Change-15 (0%)
Value$2.2M (+$100.9K)
Filed 2026-10-14
Kelly Financial Services LLC
DECREASED
Shares8,229 from 9,089
Change-860 (-9%)
Value$2.2M (-$112.5K)
Filed 2026-10-20
Asempa Wealth Advisors
INCREASED
Shares8,209 from 7,573
Change+636 (+8%)
Value$2.2M (+$280.3K)
Filed 2026-10-07
Victory Financial Group, LLC
INCREASED
Shares8,208 from 7,784
Change+424 (+5%)
Value$2.2M (+$210.9K)
Filed 2026-10-27
AlphaCore Capital LLC
DECREASED
Shares8,043 from 8,483
Change-440 (-5%)
Value$2.1M (-$9.1K)
Filed 2026-11-04
Wagner Wealth Management, Corp
NEW
Shares7,992
Change+7,992
Value$2.1M
Filed 2026-10-20
Outlook Wealth Advisors, LLC
DECREASED
Shares7,930 from 11,758
Change-3,828 (-33%)
Value$2.1M (-$865.1K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares7,885 from 7,837
Change+48 (+1%)
Value$2.1M (+$112.0K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
DECREASED
Shares7,852 from 8,622
Change-770 (-9%)
Value$2.1M (-$47.4K)
Filed 2026-10-16
First National Trust Co
DECREASED
Shares7,789 from 9,039
Change-1,250 (-14%)
Value$2.1M (-$216.6K)
Filed 2026-10-28
Cpwa, LLC
DECREASED
Shares7,715 from 8,198
Change-483 (-6%)
Value$2.1M (-$9.5K)
Filed 2026-11-04
Imc-Chicago, LLC
NEW
Shares7,516
Change+7,516
Value$2.0M
Filed 2026-11-05
Aprio Wealth Management, LLC
DECREASED
Shares7,510 from 8,059
Change-549 (-7%)
Value$2.0M (-$43.1K)
Filed 2026-10-28
West Wealth Group, LLC
DECREASED
Shares7,493 from 7,744
Change-251 (-3%)
Value$2.0M (+$31.5K)
Filed 2026-10-14
CX Institutional
DECREASED
Shares7,193 from 8,205
Change-1,012 (-12%)
Value$1.9K (-$165)
Filed 2026-10-02
Kaydan Wealth Management, Inc.
UNCHANGED
Shares7,185 from 7,185
Change0 (0%)
Value$1.9M (+$91.0K)
Filed 2026-10-08
Balance Wealth Partners LLC
DECREASED
Shares7,150 from 8,508
Change-1,358 (-16%)
Value$1.9M (-$252.0K)
Filed 2026-10-27
SAX Wealth Advisors, LLC
DECREASED
Shares7,140 from 7,525
Change-385 (-5%)
Value$1.9M (+$526.3K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares7,085 from 7,094
Change-9 (0%)
Value$1.9M (+$87.5K)
Filed 2026-10-28
True Freedom Investing, LLC
NEW
Shares7,080
Change+7,080
Value$1.9M
Filed 2026-10-29
BridgePort Financial Solutions, LLC
DECREASED
Shares7,038 from 7,253
Change-215 (-3%)
Value$1.9M (+$34.9K)
Filed 2026-11-02
First Citizens Bank & Trust Co
DECREASED
Shares6,989 from 6,995
Change-6 (0%)
Value$1.9M (+$87.0K)
Filed 2026-10-14
Dagco, Inc.
INCREASED
Shares6,942 from 6,107
Change+835 (+14%)
Value$1.8M (+$298.6K)
Filed 2026-10-20
American Institute for Advanced Investment Management, LLP
DECREASED
Shares6,878 from 6,929
Change-51 (-1%)
Value$1.8M (+$74.3K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares6,875 from 6,878
Change-3 (0%)
Value$1.8M (+$86.4K)
Filed 2026-10-26
Americana Partners, LLC
INCREASED
Shares6,842 from 6,840
Change+2 (+0%)
Value$1.8M (+$87.2K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares6,788 from 2,256
Change+4,532 (+201%)
Value$1.7M (+$1.1M)
Filed 2026-11-03
Aurora Private Wealth, Inc.
INCREASED
Shares6,765 from 6,764
Change+1 (+0%)
Value$1.8K (-$1.7M)
Filed 2026-10-20
Westside Investment Management, Inc.
DECREASED
Shares6,752 from 7,007
Change-255 (-4%)
Value$1.8M (+$27.6K)
Filed 2026-11-02
Tactive Advisors, LLC
INCREASED
Shares6,718 from 5,133
Change+1,585 (+31%)
Value$1.8M (+$484.9K)
Filed 2026-10-08
Maryland Capital Advisors Inc.
UNCHANGED
Shares6,680 from 6,680
Change0 (0%)
Value$1.8M (+$84.6K)
Filed 2026-10-15
CWA Asset Management Group, LLC
UNCHANGED
Shares6,651 from 6,651
Change0 (0%)
Value$1.8M (+$84.3K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares6,628 from 6,565
Change+63 (+1%)
Value$1.8M (+$99.9K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED
Shares6,624 from 5,620
Change+1,004 (+18%)
Value$1.8M (+$337.2K)
Filed 2026-10-27
Ridgeline Wealth, LLC
UNCHANGED
Shares6,617 from 6,617
Change0 (0%)
Value$1.8M (+$99.8K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares6,604 from 6,048
Change+556 (+9%)
Value$1.7M (+$224.0K)
Filed 2026-11-04
Adell Harriman & Carpenter Inc
DECREASED
Shares6,538 from 6,788
Change-250 (-4%)
Value$1.7M (+$19.8K)
Filed 2026-11-02
Purewater Capital LLC
DECREASED
Shares6,393 from 6,499
Change-106 (-2%)
Value$1.7M (+$54.3K)
Filed 2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares6,379 from 6,238
Change+141 (+2%)
Value$1.7M (+$116.4K)
Filed 2026-10-13
Willner & Heller, LLC
INCREASED
Shares6,373 from 6,372
Change+1 (+0%)
Value$1.7M (+$81.1K)
Filed 2026-10-28
Saxon Interests, Inc.
DECREASED
Shares6,354 from 6,935
Change-581 (-8%)
Value$1.7M (-$66.0K)
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares6,348 from 6,348
Change0 (0%)
Value$1.7M (+$80.4K)
Filed 2026-10-09
Firethorn Wealth Partners, LLC
DECREASED
Shares6,114 from 6,386
Change-272 (-4%)
Value$1.6M (+$8.7K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares6,096 from 6,539
Change-443 (-7%)
Value$1.6M (-$34.5K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares6,073 from 6,073
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
INCREASED
Shares6,033 from 6,032
Change+1 (+0%)
Value$1.6M (+$76.7K)
Filed 2026-10-27
Montz Harcus Wealth Management LLC
INCREASED
Shares5,812 from 5,811
Change+1 (+0%)
Value$1.5M (+$73.9K)
Filed 2026-10-09
Harbor Investment Advisory, LLC
DECREASED
Shares5,808 from 5,898
Change-90 (-2%)
Value$1.5M (+$50.9K)
Filed 2026-10-13
Worth Asset Management, LLC
DECREASED
Shares5,791 from 5,996
Change-205 (-3%)
Value$1.5M (+$21.7K)
Filed 2026-10-07
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares5,694 from 32,169
Change-26,475 (-82%)
Value$1.5M (-$6.6M)
Filed 2026-10-07
Signaturefd, LLC
INCREASED
Shares5,682 from 5,176
Change+506 (+10%)
Value$1.5M (+$199.6K)
Filed 2026-10-23
Chapin Davis, Inc.
DECREASED
Shares5,675 from 5,700
Change-25 (0%)
Value$1.5M (+$65.6K)
Filed 2026-10-09
Wedbush Securities Inc
DECREASED
Shares5,666 from 5,750
Change-84 (-1%)
Value$1.5K (-$1.4M)
Filed 2026-10-22
Greenleaf Trust
UNCHANGED
Shares5,657 from 5,657
Change0 (0%)
Value$1.5M (+$71.7K)
Filed 2026-10-29
Moulton Wealth Management, Inc
DECREASED
Shares5,636 from 5,644
Change-8 (0%)
Value$1.5M (+$94.6K)
Filed 2026-10-13
MKT Advisors LLC
DECREASED
Shares5,619 from 5,707
Change-88 (-2%)
Value$1.5M (+$115.1K)
Filed 2026-10-20
Westwood Wealth Management
UNCHANGED
Shares5,590 from 5,590
Change0 (0%)
Value$1.5M (+$70.8K)
Filed 2026-10-29
Pinkerton Wealth, LLC
NEW
Shares5,568
Change+5,568
Value$1.5M
Filed 2026-10-29
Ashton Thomas Securities, LLC
NEW
Shares5,529
Change+5,529
Value$1.5M
Filed 2026-10-26
Stillwater Wealth Management Group
UNCHANGED
Shares5,528 from 5,528
Change0 (0%)
Value$1.5M (+$70.0K)
Filed 2026-10-21
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares5,429 from 7,172
Change-1,743 (-24%)
Value$1.4M (-$370.9K)
Filed 2026-10-19
Old North State Wealth Management, LLC
INCREASED
Shares5,393 from 5,177
Change+216 (+4%)
Value$1.4M (+$123.3K)
Filed 2026-10-22
Granville Capital, Inc.
UNCHANGED
Shares5,355 from 5,355
Change0 (0%)
Value$1.4M (+$67.9K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,338 from 4,829
Change+509 (+11%)
Value$1.4M (+$195.9K)
Filed 2026-10-13
Accredited Investors Inc.
UNCHANGED
Shares5,307 from 5,307
Change0 (0%)
Value$1.4M (+$67.3K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares5,295 from 5,302
Change-7 (0%)
Value$1.4M (+$65.3K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares5,172
Change+5,172
Value$1.4M
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares5,170 from 2,585
Change+2,585 (+100%)
Value$1.4M (+$717.6K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
DECREASED
Shares5,132 from 7,290
Change-2,158 (-30%)
Value$1.4M (-$479.1K)
Filed 2026-10-29
Patriot Investment Management Group, Inc.
DECREASED
Shares5,121 from 5,789
Change-668 (-12%)
Value$1.4M (-$103.6K)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
NEW
Shares5,034
Change+5,034
Value$1.3M
Filed 2026-11-04
Wealthstar Advisors, LLC
DECREASED
Shares4,998 from 5,879
Change-881 (-15%)
Value$1.3M (-$159.1K)
Filed 2026-10-19
Courier Capital LLC
UNCHANGED
Shares4,979 from 4,979
Change0 (0%)
Value$1.3M (+$63.1K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares4,937 from 4,903
Change+34 (+1%)
Value$1.3M (+$112.9K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares4,882 from 4,859
Change+23 (+0%)
Value$1.3M (+$67.5K)
Filed 2026-10-30
Rede Wealth, LLC
UNCHANGED
Shares4,868 from 4,868
Change0 (0%)
Value$1.3M (+$61.7K)
Filed 2026-10-22
Retirement Planning Group, LLC
INCREASED
Shares4,846 from 4,736
Change+110 (+2%)
Value$1.3M (+$89.2K)
Filed 2026-10-19
Penobscot Wealth Management
DECREASED
Shares4,817 from 4,860
Change-43 (-1%)
Value$1.3M (+$50.2K)
Filed 2026-10-21
Unified Investment Management
DECREASED
Shares4,815 from 4,855
Change-40 (-1%)
Value$1.3M (+$50.9K)
Filed 2026-10-14
Sierra Summit Advisors LLC
UNCHANGED
Shares4,812 from 4,812
Change0 (0%)
Value$1.3M (+$61.0K)
Filed 2026-10-28
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares4,783 from 6,029
Change-1,246 (-21%)
Value$1.3M (-$253.5K)
Filed 2026-10-28
Retirement Wealth Solutions LLC
DECREASED
Shares4,780 from 4,808
Change-28 (-1%)
Value$1.3M (+$53.5K)
Filed 2026-10-07
Roman Butler Fullerton & Co
UNCHANGED
Shares4,735 from 4,735
Change0 (0%)
Value$1.2M (+$45.1K)
Filed 2026-10-27
Harmony Asset Management LLC
DECREASED
Shares4,705 from 6,498
Change-1,793 (-28%)
Value$1.2M (-$392.7K)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
NEW
Shares4,700
Change+4,700
Value$1.2M
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares4,641 from 5,130
Change-489 (-10%)
Value$1.2M (-$64.5K)
Filed 2026-10-29
Advus Financial Partners, LLC
DECREASED
Shares4,625 from 8,192
Change-3,567 (-44%)
Value$1.2M (-$841.1K)
Filed 2026-10-20
Northland Securities, Inc.
DECREASED
Shares4,610 from 4,658
Change-48 (-1%)
Value$1.2M (+$46.3K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares4,606 from 4,606
Change0 (0%)
Value$1.2M (+$58.4K)
Filed 2026-10-19
Burns J W & Co Inc
UNCHANGED
Shares4,560 from 4,560
Change0 (0%)
Value$1.2M (+$57.8K)
Filed 2026-10-20
Cardinal Point Capital Management ULC
DECREASED
Shares4,551 from 4,775
Change-224 (-5%)
Value$1.2M (+$1.3K)
Filed 2026-10-21
Univest Financial Corp
DECREASED
Shares4,534 from 4,934
Change-400 (-8%)
Value$1.2M (-$43.4K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares4,525
Change+4,525
Value$1.1K
Filed 2026-11-03
CrossGen Wealth, LLC
INCREASED
Shares4,493 from 4,488
Change+5 (+0%)
Value$1.2M (+$58.2K)
Filed 2026-10-30
Lighthouse Financial LLC
DECREASED
Shares4,479 from 4,795
Change-316 (-7%)
Value$1.2M (-$23.0K)
Filed 2026-10-23
Occidental Asset Management, LLC
DECREASED
Shares4,462 from 4,482
Change-20 (0%)
Value$1.2M (+$51.5K)
Filed 2026-11-05
Stanich Group LLC
DECREASED
Shares4,438 from 4,455
Change-17 (0%)
Value$1.2M (+$51.9K)
Filed 2026-10-16
Bison Wealth, LLC
INCREASED
Shares4,426 from 4,185
Change+241 (+6%)
Value$1.2M (+$145.5K)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
UNCHANGED
Shares4,417 from 4,417
Change0 (0%)
Value$1.2M (+$56.0K)
Filed 2026-11-02
JB Capital LLC
INCREASED
Shares4,345 from 3,752
Change+593 (+16%)
Value$1.2M (+$204.7K)
Filed 2026-10-19
Concord Wealth Partners
DECREASED
Shares4,314 from 5,210
Change-896 (-17%)
Value$1.1M (-$171.3K)
Filed 2026-11-02
Cooper Financial Group
DECREASED
Shares4,272 from 4,320
Change-48 (-1%)
Value$1.1M (+$42.1K)
Filed 2026-10-07
Orange Investment Advisors, Inc.
UNCHANGED
Shares4,270 from 4,270
Change0 (0%)
Value$1.1M (+$54.1K)
Filed 2026-10-23
Root Financial Partners, LLC
INCREASED
Shares4,248 from 4,170
Change+78 (+2%)
Value$1.1M (+$73.5K)
Filed 2026-10-21
Integras Partners LLC
DECREASED
Shares4,206 from 4,396
Change-190 (-4%)
Value$1.1M (+$5.4K)
Filed 2026-10-30
Asset Dedication, LLC
UNCHANGED
Shares4,187 from 4,187
Change0 (0%)
Value$1.1M (+$53.1K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares4,139 from 4,135
Change+4 (+0%)
Value$1.1M (+$53.5K)
Filed 2026-10-21
Affiance Financial, LLC
DECREASED
Shares4,120 from 4,400
Change-280 (-6%)
Value$1.1M (-$18.3K)
Filed 2026-10-15
Modera Wealth Management, LLC
DECREASED
Shares4,119 from 4,275
Change-156 (-4%)
Value$1.1M (+$12.9K)
Filed 2026-10-28
Plancorp, LLC
DECREASED
Shares4,091 from 5,142
Change-1,051 (-20%)
Value$992.8K (-$265.9K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
UNCHANGED
Shares4,012 from 4,012
Change0 (0%)
Value$1.1M (+$50.9K)
Filed 2026-10-08
Westover Capital Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.1M (+$50.7K)
Filed 2026-10-26
Argyle Capital Partners, LLC
DECREASED
Shares3,962 from 3,963
Change-1 (0%)
Value$1.0M (+$50.0K)
Filed 2026-10-23
Schuylkill Financial LLC
INCREASED
Shares3,959 from 3,921
Change+38 (+1%)
Value$1.0M (+$59.9K)
Filed 2026-10-21
Accel Wealth Management
INCREASED
Shares3,946 from 3,840
Change+106 (+3%)
Value$1.0M (+$76.6K)
Filed 2026-10-13
Center For Asset Management LLC
INCREASED
Shares3,868 from 1,942
Change+1,926 (+99%)
Value$1.0M (+$534.8K)
Filed 2026-10-16
Dodds Wealth, LLC
DECREASED
Shares3,809 from 3,851
Change-42 (-1%)
Value$1.0M (+$37.5K)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares3,727 from 3,939
Change-212 (-5%)
Value$987.3K (-$6.3K)
Filed 2026-10-15
Amicus Financial Advisors, LLC
INCREASED
Shares3,679 from 3,674
Change+5 (+0%)
Value$974.6K (+$47.9K)
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares3,675 from 7,539
Change-3,864 (-51%)
Value$973.4K (-$928.1K)
Filed 2026-10-23
TrueWealth Advisors, LLC
DECREASED
Shares3,589 from 3,825
Change-236 (-6%)
Value$950.8K (-$14.0K)
Filed 2026-10-09
Visionary Horizons, LLC
INCREASED
Shares3,570 from 3,335
Change+235 (+7%)
Value$945.7K (+$104.4K)
Filed 2026-10-22
Mainstream Capital Management LLC
DECREASED
Shares3,558 from 4,515
Change-957 (-21%)
Value$942.5K (-$196.3K)
Filed 2026-10-23
Main Street Group, LTD
INCREASED
Shares3,548 from 3,213
Change+335 (+10%)
Value$940.0K (+$129.6K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
DECREASED
Shares3,542 from 3,710
Change-168 (-5%)
Value$938.3K (+$2.5K)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares3,535 from 2,556
Change+979 (+38%)
Value$936.3K (+$291.8K)
Filed 2026-10-08
Wetzel Investment Advisors, Inc.
DECREASED
Shares3,533 from 3,534
Change-1 (0%)
Value$935.9K (+$44.5K)
Filed 2026-10-13
Blvd Private Wealth, LLC
DECREASED
Shares3,525 from 3,551
Change-26 (-1%)
Value$933.7K (+$38.1K)
Filed 2026-10-14
Lantz Financial LLC
DECREASED
Shares3,458 from 3,496
Change-38 (-1%)
Value$916.0K (+$34.2K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares3,439 from 3,438
Change+1 (+0%)
Value$910.9K (+$43.7K)
Filed 2026-11-04
ASL Financial, LLC
UNCHANGED
Shares3,431 from 3,431
Change0 (0%)
Value$908.9K (+$43.5K)
Filed 2026-10-15
PUREfi Wealth, LLC
INCREASED
Shares3,412 from 2,865
Change+547 (+19%)
Value$903.8K (+$181.2K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares3,409 from 3,461
Change-52 (-1%)
Value$903.0K (+$30.1K)
Filed 2026-11-04
Correct Capital Wealth Management
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$900.7K (+$43.1K)
Filed 2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,399 from 3,037
Change+362 (+12%)
Value$900.3K (+$134.4K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
INCREASED
Shares3,368 from 3,350
Change+18 (+1%)
Value$892.2K (+$47.3K)
Filed 2026-10-15
Howard Capital Management, LLC
INCREASED
Shares3,361 from 3,087
Change+274 (+9%)
Value$890.3K (+$111.7K)
Filed 2026-10-16
Cornerstone Wealth, LLC
UNCHANGED
Shares3,346 from 3,346
Change0 (0%)
Value$836.2K (+$4.9K)
Filed 2026-10-28
Essex Bank
UNCHANGED
Shares3,345 from 3,345
Change0 (0%)
Value$886.1K (+$42.3K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares3,316 from 2,435
Change+881 (+36%)
Value$878.4K (+$264.2K)
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares3,315 from 3,352
Change-37 (-1%)
Value$878.1K (+$32.7K)
Filed 2026-10-29
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares3,299 from 4,271
Change-972 (-23%)
Value$873.9K (-$203.4K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares3,292 from 3,296
Change-4 (0%)
Value$872.1K (+$40.7K)
Filed 2026-11-03
Urban Wealth Management, LLC
DECREASED
Shares3,260 from 3,405
Change-145 (-4%)
Value$863.6K (+$4.7K)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED
Shares3,259 from 3,512
Change-253 (-7%)
Value$863.4K (-$22.5K)
Filed 2026-10-29
Old National Bancorp
UNCHANGED
Shares3,248 from 3,248
Change0 (0%)
Value$860.4K (+$41.2K)
Filed 2026-10-20
Bedminster, LLC
DECREASED
Shares3,238 from 3,390
Change-152 (-4%)
Value$857.7K (+$2.7K)
Filed 2026-11-04
Interchange Capital Partners, LLC
DECREASED
Shares3,233 from 3,284
Change-51 (-2%)
Value$856.4K (+$28.1K)
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares3,225 from 216
Change+3,009 (+1393%)
Value$854.3K (+$799.9K)
Filed 2026-11-05
Sensible Money, LLC
INCREASED
Shares3,225 from 3,200
Change+25 (+1%)
Value$854.3K (+$47.2K)
Filed 2026-10-20
Aspen Investment Management Inc
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$852.0K (+$851.2K)
Filed 2026-11-05
United Capital Management of KS, Inc.
DECREASED
Shares3,210 from 3,574
Change-364 (-10%)
Value$850.4K (-$51.0K)
Filed 2026-11-04
Mosley Wealth Management
DECREASED
Shares3,189 from 3,300
Change-111 (-3%)
Value$825.1K (-$7.3K)
Filed 2026-10-16
Next Level Private LLC
UNCHANGED
Shares3,111 from 3,111
Change0 (0%)
Value$824.1K (+$39.6K)
Filed 2026-10-20
Naples Global Advisors, LLC
UNCHANGED
Shares3,099 from 3,099
Change0 (0%)
Value$820.9K (+$39.3K)
Filed 2026-11-05
Intrua Financial, LLC
DECREASED
Shares3,035 from 3,375
Change-340 (-10%)
Value$804.0K (-$47.3K)
Filed 2026-10-28
Columbia Bank
DECREASED
Shares3,000 from 3,200
Change-200 (-6%)
Value$794.7K (-$12.4K)
Filed 2026-10-29
Manchester Capital Management LLC
UNCHANGED
Shares2,968 from 2,968
Change0 (0%)
Value$786.2K (+$37.6K)
Filed 2026-10-22
Sharkey, Howes & Javer
DECREASED
Shares2,967 from 7,941
Change-4,974 (-63%)
Value$786.0K (-$1.2M)
Filed 2026-10-22
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares2,962 from 2,983
Change-21 (-1%)
Value$784.7K (+$32.1K)
Filed 2026-10-29
Wespac Advisors SoCal, LLC
INCREASED
Shares2,951 from 2,710
Change+241 (+9%)
Value$781.7K (+$98.2K)
Filed 2026-10-13
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares2,926 from 2,912
Change+14 (+0%)
Value$775.1K (+$40.5K)
Filed 2026-11-05
Carderock Capital Management Inc
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$761.6K (+$36.4K)
Filed 2026-10-22
Schorn Wealth LLC
UNCHANGED
Shares2,866 from 2,866
Change0 (0%)
Value$759.2K (+$36.3K)
Filed 2026-10-14
Redw Wealth LLC
INCREASED
Shares2,817 from 2,816
Change+1 (+0%)
Value$746.2K (+$35.8K)
Filed 2026-11-02
Park National Corp
DECREASED
Shares2,775 from 5,773
Change-2,998 (-52%)
Value$735.1K (-$721.0K)
Filed 2026-10-05
Crestwood Advisors Group, LLC
UNCHANGED
Shares2,769 from 2,769
Change0 (0%)
Value$733.5K (+$35.1K)
Filed 2026-10-27
Bensler, LLC
DECREASED
Shares2,766 from 2,771
Change-5 (0%)
Value$732.6K (+$33.6K)
Filed 2026-11-05
Greenwood Gearhart LLC
INCREASED
Shares2,754 from 1,744
Change+1,010 (+58%)
Value$729.5K (+$289.6K)
Filed 2026-11-02
Michels Family Financial, LLC
DECREASED
Shares2,734 from 2,862
Change-128 (-4%)
Value$724.3K (+$2.4K)
Filed 2026-11-02
King Luther Capital Management Corp
UNCHANGED
Shares2,733 from 2,733
Change0 (0%)
Value$724.0K (+$34.6K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares2,728 from 2,446
Change+282 (+12%)
Value$722.6K (+$105.7K)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares2,720 from 2,679
Change+41 (+2%)
Value$720.5K (+$44.8K)
Filed 2026-11-03
Kanawha Capital Management LLC
DECREASED
Shares2,641 from 2,651
Change-10 (0%)
Value$699.5K (+$30.9K)
Filed 2026-10-19
HT Partners LLC
UNCHANGED
Shares2,612 from 2,612
Change0 (0%)
Value$691.9K (+$33.1K)
Filed 2026-10-20
Omni 360 Wealth, Inc.
DECREASED
Shares2,607 from 2,610
Change-3 (0%)
Value$690.6K (+$32.3K)
Filed 2026-10-13
GFS Advisors, LLC
DECREASED
Shares2,590 from 45,680
Change-43,090 (-94%)
Value$686.0K (-$257.3K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
DECREASED
Shares2,569 from 2,656
Change-87 (-3%)
Value$680.4K (+$10.4K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares2,548 from 2,607
Change-59 (-2%)
Value$675.0K (+$17.5K)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares2,537 from 1,896
Change+641 (+34%)
Value$672.1K (+$193.8K)
Filed 2026-10-08
Blue Fin Capital, Inc.
UNCHANGED
Shares2,524 from 2,524
Change0 (0%)
Value$668.6K (+$32.0K)
Filed 2026-10-28
IFG Advisors, LLC
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$664.9K (+$31.9K)
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares2,499 from 2,302
Change+197 (+9%)
Value$662.0K (+$81.4K)
Filed 2026-10-14
Asset Advisory Group, Inc.
DECREASED
Shares2,480 from 2,580
Change-100 (-4%)
Value$657.1K (+$6.3K)
Filed 2026-10-20
Antonelli Financial Advisors, LLC
UNCHANGED
Shares2,461 from 2,461
Change0 (0%)
Value$652.0K (+$31.0K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares2,457 from 2,361
Change+96 (+4%)
Value$650.7K (+$55.2K)
Filed 2026-10-16
Rose Capital Advisors LLC
INCREASED
Shares2,432 from 1,480
Change+952 (+64%)
Value$644.3K (+$270.9K)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares2,426 from 2,426
Change0 (0%)
Value$642.7K (+$30.7K)
Filed 2026-10-27
Strategy Asset Managers LLC
DECREASED
Shares2,423 from 2,522
Change-99 (-4%)
Value$641.9K (+$5.7K)
Filed 2026-10-14
Shepherd Financial Partners LLC
DECREASED
Shares2,412 from 3,032
Change-620 (-20%)
Value$638.9K (-$125.8K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
UNCHANGED
Shares2,407 from 2,407
Change0 (0%)
Value$637.6K (+$30.5K)
Filed 2026-10-15
Cidel Asset Management Inc
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$635.8K (+$30.4K)
Filed 2026-10-29
Powell Investment Advisors, LLC
UNCHANGED
Shares2,386 from 2,386
Change0 (0%)
Value$632.2K (+$30.3K)
Filed 2026-10-22
Center for Financial Planning, Inc.
UNCHANGED
Shares2,384 from 2,384
Change0 (0%)
Value$631.5K (+$30.2K)
Filed 2026-10-26
Sutton Place Investors LLC
INCREASED
Shares2,354 from 2,116
Change+238 (+11%)
Value$623.6K (+$89.9K)
Filed 2026-10-20
Accurate Wealth Management, LLC
DECREASED
Shares2,352 from 2,423
Change-71 (-3%)
Value$628.7K (+$22.8K)
Filed 2026-10-20
Bailard, Inc.
UNCHANGED
Shares2,347 from 2,347
Change0 (0%)
Value$621.7K (+$29.7K)
Filed 2026-10-13
Altfest L J & Co Inc
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$617.2K (+$29.5K)
Filed 2026-10-27
Madrid Wealth Management, LLC
DECREASED
Shares2,325 from 2,855
Change-530 (-19%)
Value$615.9K (-$104.2K)
Filed 2026-10-23
Facet Wealth, Inc.
INCREASED
Shares2,302 from 2,208
Change+94 (+4%)
Value$609.8K (+$52.9K)
Filed 2026-11-04
BIP Wealth, LLC
UNCHANGED
Shares2,293 from 2,293
Change0 (0%)
Value$607.4K (+$29.1K)
Filed 2026-10-22
Peddock Capital Advisors, LLC
DECREASED
Shares2,290 from 2,368
Change-78 (-3%)
Value$606.6K (+$9.3K)
Filed 2026-10-16
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,272 from 2,272
Change0 (0%)
Value$601.9K (+$28.8K)
Filed 2026-10-21
Elevation Wealth Management LLC
INCREASED
Shares2,264 from 2,246
Change+18 (+1%)
Value$599.8K (+$33.2K)
Filed 2026-11-02
Accelerate Investment Advisors LLC
INCREASED
Shares2,255 from 2,140
Change+115 (+5%)
Value$597.5K (+$57.6K)
Filed 2026-11-02
Weaver Consulting Group
UNCHANGED
Shares2,254 from 2,254
Change0 (0%)
Value$597.0K (+$28.6K)
Filed 2026-10-07
Warm Springs Advisors Inc.
DECREASED
Shares2,252 from 2,312
Change-60 (-3%)
Value$596.6K (+$13.4K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
DECREASED
Shares2,236 from 2,313
Change-77 (-3%)
Value$592.2K (+$8.7K)
Filed 2026-10-16
Independence Bank of Kentucky
DECREASED
Shares2,229 from 2,296
Change-67 (-3%)
Value$590.5K (+$11.3K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
DECREASED
Shares2,205 from 2,569
Change-364 (-14%)
Value$584.1K (-$63.9K)
Filed 2026-10-13
Livet Wealth, LLC
INCREASED
Shares2,194 from 2,193
Change+1 (+0%)
Value$581.1K (+$27.9K)
Filed 2026-10-27
Washington Trust Bank
DECREASED
Shares2,167 from 2,255
Change-88 (-4%)
Value$574.0K (+$5.3K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$566.9K (+$27.1K)
Filed 2026-10-20
Garde Capital, Inc.
INCREASED
Shares2,139 from 2,138
Change+1 (+0%)
Value$566.5K (+$27.2K)
Filed 2026-10-29
Evolution Wealth Management Inc.
DECREASED
Shares2,117 from 2,190
Change-73 (-3%)
Value$560.8K (+$8.4K)
Filed 2026-10-28
Steinberganna Wealth Management
DECREASED
Shares2,107 from 2,109
Change-2 (0%)
Value$558.1K (+$26.3K)
Filed 2026-10-23
OFS Enterprise LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$556.3K (+$26.6K)
Filed 2026-10-16
Harbour Trust & Investment Management Co
DECREASED
Shares2,087 from 2,157
Change-70 (-3%)
Value$552.8K (+$8.8K)
Filed 2026-10-28
Eagle Wealth Advisors LLC
DECREASED
Shares2,054 from 2,136
Change-82 (-4%)
Value$544.1K (+$5.3K)
Filed 2026-10-20
Center for Wealth Management Advisory
UNCHANGED
Shares2,052 from 2,052
Change0 (0%)
Value$543.5K (+$26.0K)
Filed 2026-10-23
First City Capital Management, Inc.
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$543.0K (+$26.0K)
Filed 2026-10-27
RKL Wealth Management LLC
NEW
Shares2,046
Change+2,046
Value$542.0K
Filed 2026-10-16
Jacobi Capital Management LLC
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$541.5K (+$25.9K)
Filed 2026-11-05
Cassilly Financial Group LLC
UNCHANGED
Shares2,037 from 2,037
Change0 (0%)
Value$539.6K (+$25.8K)
Filed 2026-10-07
Acorn Wealth Advisors, LLC
DECREASED
Shares2,035 from 2,057
Change-22 (-1%)
Value$539.2K (+$20.2K)
Filed 2026-10-19
Transcendent Capital Group LLC
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$539.1K (+$25.8K)
Filed 2026-10-28
Sound Income Strategies, LLC
DECREASED
Shares2,028 from 2,136
Change-108 (-5%)
Value$542.7K (+$3.9K)
Filed 2026-10-09
Reflection Asset Management
INCREASED
Shares2,005 from 1,841
Change+164 (+9%)
Value$531.1K (+$66.8K)
Filed 2026-10-28
Argentarii, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$529.8K (+$27.8K)
Filed 2026-10-28
Cambridge Advisors Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$529.8K (+$25.3K)
Filed 2026-10-19
MV Capital Management, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$529.8K (+$25.3K)
Filed 2026-10-29
Associated Banc-Corp
UNCHANGED
Shares1,998 from 1,998
Change0 (0%)
Value$529.3K (+$25.3K)
Filed 2026-10-30
Ceera Investments, LLC
INCREASED
Shares1,996 from 1,970
Change+26 (+1%)
Value$528.7K (+$31.8K)
Filed 2026-11-02
Flagship Private Wealth, LLC
INCREASED
Shares1,989 from 1,918
Change+71 (+4%)
Value$526.8K (+$42.9K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares1,982 from 2,107
Change-125 (-6%)
Value$525.0K (-$6.4K)
Filed 2026-10-22
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares1,970 from 1,970
Change0 (0%)
Value$494.9K (+$3.9K)
Filed 2026-10-28
Frankly Finances, LLC
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$519.2K (+$24.8K)
Filed 2026-10-28
Madson Wealth Advisors Inc
DECREASED
Shares1,944 from 2,098
Change-154 (-7%)
Value$514.9K (-$14.4K)
Filed 2026-10-13
Peoples Bank
UNCHANGED
Shares1,926 from 1,926
Change0 (0%)
Value$510.2K (+$24.4K)
Filed 2026-10-26
Venture Visionary Partners LLC
UNCHANGED
Shares1,924 from 1,924
Change0 (0%)
Value$509.7K (+$24.4K)
Filed 2026-10-07
Marino, Stram & Associates LLC
UNCHANGED
Shares1,907 from 1,907
Change0 (0%)
Value$505.2K (+$24.2K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
DECREASED
Shares1,879 from 2,323
Change-444 (-19%)
Value$469.6K (-$84.6K)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$496.7K (+$23.8K)
Filed 2026-11-02
Yardley Wealth Management LLC
UNCHANGED
Shares1,872 from 1,872
Change0 (0%)
Value$495.9K (+$23.7K)
Filed 2026-10-23
SteelPeak Wealth, LLC
INCREASED
Shares1,870 from 1,776
Change+94 (+5%)
Value$495.5K (+$47.4K)
Filed 2026-10-16
Verdence Capital Advisors LLC
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$494.6K (+$23.7K)
Filed 2026-10-26
Perryman Financial Advisory Inc
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$494.0K (+$23.6K)
Filed 2026-10-16
Hopwood Financial Services, Inc.
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$492.7K (+$23.6K)
Filed 2026-10-29
Human Investing LLC
UNCHANGED
Shares1,834 from 1,834
Change0 (0%)
Value$485.8K (+$23.2K)
Filed 2026-10-19
Nilsine Partners, LLC
DECREASED
Shares1,813 from 1,895
Change-82 (-4%)
Value$480.3K (+$2.3K)
Filed 2026-11-02
3Chopt Investment Partners, LLC
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$479.5K (+$22.9K)
Filed 2026-10-30
Elco Management Co., LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$476.8K (+$22.8K)
Filed 2026-10-14
Evergreen Capital Management LLC
UNCHANGED
Shares1,787 from 1,787
Change0 (0%)
Value$473.4K (+$22.6K)
Filed 2026-10-23
Nations Financial Group Inc,
INCREASED
Shares1,783 from 1,765
Change+18 (+1%)
Value$472.3K (+$27.1K)
Filed 2026-11-05
Berman McAleer LLC
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$470.2K (+$22.5K)
Filed 2026-10-16
Gryphon Financial Partners LLC
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$469.0K (+$22.4K)
Filed 2026-11-04
Gradient Capital Advisors, LLC
UNCHANGED
Shares1,760 from 1,760
Change0 (0%)
Value$466.2K (+$22.3K)
Filed 2026-10-21
Atlas Brown,Inc.
INCREASED
Shares1,757 from 1,716
Change+41 (+2%)
Value$465.5K (+$32.6K)
Filed 2026-10-09
A4 Wealth Advisors LLC
INCREASED
Shares1,734 from 1,497
Change+237 (+16%)
Value$459.3K (+$81.7K)
Filed 2026-10-20
Tiller Private Wealth, Inc.
DECREASED
Shares1,733 from 1,931
Change-198 (-10%)
Value$459.1K (-$28.0K)
Filed 2026-10-26
Sterling Investment Advisors LLC
DECREASED
Shares1,704 from 1,726
Change-22 (-1%)
Value$451.6K (+$16.2K)
Filed 2026-10-27
MMA Asset Management LLC
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$445.0K (+$21.3K)
Filed 2026-11-02
Integrated Capital Management, LLC
DECREASED
Shares1,679 from 1,722
Change-43 (-2%)
Value$444.8K (+$10.5K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,676 from 660
Change+1,016 (+154%)
Value$447.2K (+$286.1K)
Filed 2026-11-04
Mcdonald Partners LLC
DECREASED
Shares1,668 from 2,512
Change-844 (-34%)
Value$441.9K (-$191.8K)
Filed 2026-11-03
Fulcrum Equity Management
DECREASED
Shares1,655 from 2,400
Change-745 (-31%)
Value$438.4K (-$166.9K)
Filed 2026-10-21
Fiduciary Alliance LLC
INCREASED
Shares1,653 from 1,652
Change+1 (+0%)
Value$437.8K (+$21.0K)
Filed 2026-10-13
Tranquility Partners, LLC
DECREASED
Shares1,642 from 1,680
Change-38 (-2%)
Value$434.9K (+$11.2K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares1,638
Change+1,638
Value$433.9K
Filed 2026-10-28
Confluence Wealth Services, Inc.
DECREASED
Shares1,636 from 1,901
Change-265 (-14%)
Value$433.1K (-$46.1K)
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares1,636 from 1,874
Change-238 (-13%)
Value$433.4K (-$39.3K)
Filed 2026-10-13
TD Private Client Wealth LLC
DECREASED
Shares1,632 from 1,869
Change-237 (-13%)
Value$432.4K (-$39.1K)
Filed 2026-10-28
Shelter Rock Management, LLC
INCREASED
Shares1,632 from 1,627
Change+5 (+0%)
Value$442.8K (+$32.4K)
Filed 2026-10-09
LexAurum Advisors, LLC
UNCHANGED
Shares1,623 from 1,623
Change0 (0%)
Value$430.0K (+$20.6K)
Filed 2026-10-19
Flower City Capital
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$429.1K (+$20.5K)
Filed 2026-10-15
Adirondack Capital Advisors, LLC
UNCHANGED
Shares1,604 from 1,604
Change0 (0%)
Value$424.9K (+$20.3K)
Filed 2026-10-09
Vontobel Holding Ltd.
DECREASED
Shares1,600 from 2,645
Change-1,045 (-40%)
Value$423.8K (-$243.3K)
Filed 2026-10-16
Advisors Management Group Inc
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$421.0K (+$20.0K)
Filed 2026-11-05
Zenith Solutions, Inc.
DECREASED
Shares1,582 from 1,690
Change-108 (-6%)
Value$419.1K (-$7.0K)
Filed 2026-10-19
LVW Advisors, LLC
DECREASED
Shares1,560 from 1,597
Change-37 (-2%)
Value$413.2K (+$10.4K)
Filed 2026-10-19
Narus Financial Partners, LLC
NEW
Shares1,545
Change+1,545
Value$409.3K
Filed 2026-10-19
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$409.3K (+$19.6K)
Filed 2026-11-02
Midwest Heritage Bank, FSB
UNCHANGED
Shares1,543 from 1,543
Change0 (0%)
Value$408.8K (+$19.6K)
Filed 2026-10-26
Gibson Capital, LLC
NEW
Shares1,539
Change+1,539
Value$407.7K
Filed 2026-10-23
Corrado Advisors, LLC
INCREASED
Shares1,539 from 1,538
Change+1 (+0%)
Value$407.6K (+$19.6K)
Filed 2026-10-27
71 West Capital Partners
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$407.4K (+$19.5K)
Filed 2026-11-04
Beacon Financial Advisory LLC
DECREASED
Shares1,532 from 1,550
Change-18 (-1%)
Value$405.8K (+$14.9K)
Filed 2026-10-16
Objective Capital Management, LLC
UNCHANGED
Shares1,528 from 1,528
Change0 (0%)
Value$404.8K (+$19.4K)
Filed 2026-10-13
Polaris Investment Advisors, LLC
DECREASED
Shares1,513 from 1,704
Change-191 (-11%)
Value$400.8K (-$29.0K)
Filed 2026-10-20
Peak Financial Management, Inc.
INCREASED
Shares1,500 from 1,406
Change+94 (+7%)
Value$397.5K (+$42.8K)
Filed 2026-10-16
Altura Wealth Advisors Inc.
INCREASED
Shares1,496 from 1,077
Change+419 (+39%)
Value$396.3K (+$124.7K)
Filed 2026-10-22
Klingman & Associates, LLC
INCREASED
Shares1,492 from 1,476
Change+16 (+1%)
Value$395.2K (+$22.9K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
DECREASED
Shares1,485 from 1,500
Change-15 (-1%)
Value$393.4K (+$15.0K)
Filed 2026-10-16
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,455 from 1,455
Change0 (0%)
Value$385.4K (+$18.4K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,440 from 1,680
Change-240 (-14%)
Value$381.5K (-$42.3K)
Filed 2026-11-04
Balentine LLC
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$380.7K (+$18.3K)
Filed 2026-11-03
Third View Private Wealth, LLC
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$377.7K (+$18.1K)
Filed 2026-10-30
Willis Johnson Wealth, Inc.
DECREASED
Shares1,421 from 1,456
Change-35 (-2%)
Value$376.4K (+$9.2K)
Filed 2026-11-03
IVC Wealth Advisors LLC
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$376.2K (+$18.0K)
Filed 2026-10-23
YHB Investment Advisors, Inc.
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$375.6K (+$18.0K)
Filed 2026-10-08
Latitude Advisors, LLC
DECREASED
Shares1,413 from 3,963
Change-2,550 (-64%)
Value$374.3K (-$625.3K)
Filed 2026-10-27
Sage Mountain Advisors LLC
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$374.0K (+$17.9K)
Filed 2026-11-02
Firestone Capital Management
DECREASED
Shares1,400 from 1,480
Change-80 (-5%)
Value$370.7K (-$2.4K)
Filed 2026-11-03
DecisionMap Wealth Management, LLC
DECREASED
Shares1,396 from 1,452
Change-56 (-4%)
Value$369.8K (+$3.6K)
Filed 2026-10-29
Bell Bank
DECREASED
Shares1,390 from 1,418
Change-28 (-2%)
Value$368.2K (+$10.5K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
INCREASED
Shares1,380 from 1,257
Change+123 (+10%)
Value$365.6K (+$48.5K)
Filed 2026-10-19
Soundwatch Capital LLC
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$371.7K (+$24.1K)
Filed 2026-11-04
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$365.0K (+$17.5K)
Filed 2026-11-04
Bestgate Wealth Advisors, LLC
NEW
Shares1,371
Change+1,371
Value$363.2K
Filed 2026-10-13
Lynx Investment Advisory
UNCHANGED
Shares1,368 from 1,368
Change0 (0%)
Value$362.4K (+$17.3K)
Filed 2026-10-27
Guidance Capital, Inc
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$323.1K (-$8.5K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
INCREASED
Shares1,364 from 1,333
Change+31 (+2%)
Value$361.6K (+$25.1K)
Filed 2026-11-05
Verum Partners LLC
INCREASED
Shares1,353 from 1,352
Change+1 (+0%)
Value$358.3K (+$17.2K)
Filed 2026-10-21
Tarbox Family Office, Inc.
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$357.1K (+$17.1K)
Filed 2026-10-23
Florida Trust Wealth Management Co
INCREASED
Shares1,344 from 1,337
Change+7 (+1%)
Value$356.0K (+$18.8K)
Filed 2026-11-05
Cahaba Wealth Management, Inc.
INCREASED
Shares1,331 from 1,263
Change+68 (+5%)
Value$352.7K (+$34.0K)
Filed 2026-10-26
Claro Advisors Inc.
DECREASED
Shares1,327 from 1,471
Change-144 (-10%)
Value$351.5K (-$19.5K)
Filed 2026-11-02
Allegheny Financial Group
INCREASED
Shares1,325 from 1,311
Change+14 (+1%)
Value$351.1K (+$20.4K)
Filed 2026-11-05
Wealth Quarterback LLC
DECREASED
Shares1,323 from 1,344
Change-21 (-2%)
Value$350.4K (+$11.5K)
Filed 2026-10-20
WealthTrust Asset Management, LLC
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$349.5K (+$16.8K)
Filed 2026-10-22
DDD Partners, LLC
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$348.6K (+$16.7K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
DECREASED
Shares1,304 from 1,314
Change-10 (-1%)
Value$345.4K (+$14.0K)
Filed 2026-11-02
Synergy Asset Management, LLC
DECREASED
Shares1,300 from 1,604
Change-304 (-19%)
Value$344.4K (-$60.2K)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares1,296 from 1,502
Change-206 (-14%)
Value$343.4K (-$35.6K)
Filed 2026-11-04
Stevens Capital Partners
INCREASED
Shares1,291 from 1,284
Change+7 (+1%)
Value$341.9K (+$17.9K)
Filed 2026-10-29
St. Louis Trust Co
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$341.7K (+$47.1K)
Filed 2026-11-03
Balboa Wealth Partners
DECREASED
Shares1,288 from 5,508
Change-4,220 (-77%)
Value$341.2K (-$1.0M)
Filed 2026-10-20
Apeiron RIA LLC
DECREASED
Shares1,285 from 1,441
Change-156 (-11%)
Value$342.9K (-$20.6K)
Filed 2026-10-08
Mascagni Wealth Management, Inc.
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$340.1K (+$16.3K)
Filed 2026-10-23
E6 Portfolios, LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$337.7K (+$16.2K)
Filed 2026-10-26
Waldron Private Wealth LLC
UNCHANGED
Shares1,272 from 1,272
Change0 (0%)
Value$337.0K (+$16.1K)
Filed 2026-11-02
Portus Wealth Advisors, LLC
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$333.8K (+$16.0K)
Filed 2026-10-13
Everhart Financial Group, Inc.
UNCHANGED
Shares1,249 from 1,249
Change0 (0%)
Value$330.9K (+$15.9K)
Filed 2026-10-08
Kelly Financial Group LLC
DECREASED
Shares1,248 from 1,249
Change-1 (0%)
Value$330.6K (+$15.6K)
Filed 2026-10-16
Griffin Asset Management, Inc.
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$329.8K (+$15.8K)
Filed 2026-10-22
Heritage OAK Wealth Advisors LLC
INCREASED
Shares1,244 from 1,180
Change+64 (+5%)
Value$329.5K (+$31.9K)
Filed 2026-10-14
Patten Group, Inc.
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$327.9K (+$15.7K)
Filed 2026-10-26
JGP Wealth Management, LLC
INCREASED
Shares1,223 from 1,215
Change+8 (+1%)
Value$324.1K (+$17.5K)
Filed 2026-10-13
Ddfg, Inc
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$323.7K (+$15.5K)
Filed 2026-10-15
DSG Capital Advisors, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$323.2K (+$20.4K)
Filed 2026-11-05
Forum Financial Management, LP
DECREASED
Shares1,219 from 1,318
Change-99 (-8%)
Value$323.0K (-$9.4K)
Filed 2026-10-16
Parkshore Wealth Management, Inc.
UNCHANGED
Shares1,204 from 1,204
Change0 (0%)
Value$319.0K (+$15.3K)
Filed 2026-10-13
Shade Tree Advisors LLC
NEW
Shares1,200
Change+1,200
Value$317.9K
Filed 2026-10-22
Paragon Capital Management Ltd
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$317.9K (+$15.2K)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$317.9K (+$15.2K)
Filed 2026-11-05
Wealth Effects LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$317.9K (+$15.2K)
Filed 2026-10-23
Wincap Financial LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$317.9K (+$15.2K)
Filed 2026-10-20
Omega Financial Group, LLC
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$317.3K (+$15.2K)
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,197 from 1,498
Change-301 (-20%)
Value$317.1K (-$60.8K)
Filed 2026-11-04
Redstone Wealth Management, LLC
DECREASED
Shares1,192 from 1,283
Change-91 (-7%)
Value$315.8K (-$7.9K)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares1,189 from 1,199
Change-10 (-1%)
Value$315.1K (+$12.6K)
Filed 2026-11-05
RCS Financial Planning, LLC
DECREASED
Shares1,186 from 1,274
Change-88 (-7%)
Value$314.1K (-$7.3K)
Filed 2026-10-14
Evanson Financial, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$312.6K (+$15.0K)
Filed 2026-10-23
BNC Wealth Management, LLC
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$310.7K (+$14.9K)
Filed 2026-10-19
MSH Capital Advisors LLC
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$309.4K (+$14.8K)
Filed 2026-11-03
Central Trust Co
DECREASED
Shares1,162 from 1,207
Change-45 (-4%)
Value$307.8K (+$3.4K)
Filed 2026-11-05
Oak Asset Management, LLC
INCREASED
Shares1,160 from 1,120
Change+40 (+4%)
Value$307.3K (+$24.8K)
Filed 2026-10-13
KTF Investments, LLC
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$307.3K (+$14.7K)
Filed 2026-10-23
Legacy Wealth Partners, LLC
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$304.9K (+$14.6K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$304.6K (+$14.6K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$303.3K (+$14.5K)
Filed 2026-10-26
One Day In July LLC
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$303.0K (+$14.5K)
Filed 2026-10-30
Frederick Financial Consultants, LLC
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$300.9K (+$14.4K)
Filed 2026-10-29
Seven Mile Advisory
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$297.0K (+$14.2K)
Filed 2026-10-22
Clarus Group, Inc.
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$296.7K (+$14.2K)
Filed 2026-10-21
Jackson Square Capital, LLC
INCREASED
Shares1,119 from 1,058
Change+61 (+6%)
Value$296.4K (+$29.6K)
Filed 2026-10-19
Rockland Trust Co
UNCHANGED
Shares1,116 from 1,116
Change0 (0%)
Value$295.6K (+$14.1K)
Filed 2026-10-05
Broussard Financial Group LLC
DECREASED
Shares1,115 from 1,117
Change-2 (0%)
Value$295.4K (+$13.6K)
Filed 2026-10-26
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$291.4K (+$13.9K)
Filed 2026-11-03
Cascade Investment Group, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$291.4K (+$13.9K)
Filed 2026-10-13
Live Oak Investment Partners
DECREASED
Shares1,090 from 1,112
Change-22 (-2%)
Value$288.7K (+$8.3K)
Filed 2026-10-23
Taylor Financial Group, Inc.
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$288.2K (+$13.8K)
Filed 2026-11-02
Aspiriant, LLC
UNCHANGED
Shares1,081 from 1,081
Change0 (0%)
Value$286.6K (+$13.8K)
Filed 2026-10-16
Capital Advantage, Inc.
INCREASED
Shares1,080 from 863
Change+217 (+25%)
Value$286.0K (+$68.4K)
Filed 2026-10-14
NTV Asset Management LLC
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$285.0K (+$13.6K)
Filed 2026-10-23
Waystone Advisors LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$271.1K ($0)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares1,074
Change+1,074
Value$284.4K
Filed 2026-10-27
Wealth Management Partners, LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$284.0K (+$13.6K)
Filed 2026-10-21
Leo Wealth, LLC
NEW
Shares1,070
Change+1,070
Value$283.5K
Filed 2026-10-26
Sigma Investment Counselors Inc
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$282.4K (+$13.5K)
Filed 2026-10-27
Milestone Asset Management, LLC
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$282.4K (+$13.5K)
Filed 2026-10-15
RHS Financial, LLC
INCREASED
Shares1,062 from 1,039
Change+23 (+2%)
Value$281.3K (+$19.3K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$278.1K (+$13.3K)
Filed 2026-10-08
Almanack Investment Partners, Llc.
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$275.5K (+$13.2K)
Filed 2026-11-03
Evergreen Advisors, LLC
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$275.0K (+$13.2K)
Filed 2026-10-28
Opinicus Capital, Inc.
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$274.9K (+$13.2K)
Filed 2026-10-28
Quantum Financial Partners LLC
INCREASED
Shares1,027 from 970
Change+57 (+6%)
Value$272.1K (+$27.4K)
Filed 2026-10-19
Hobart Private Capital, LLC
DECREASED
Shares1,025 from 1,036
Change-11 (-1%)
Value$271.5K (+$10.2K)
Filed 2026-10-19
Zullo Investment Group, Inc.
INCREASED
Shares1,018 from 1,017
Change+1 (+0%)
Value$269.7K (+$12.9K)
Filed 2026-10-20
First Bancorp, Inc
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$267.5K (+$12.8K)
Filed 2026-10-26
Angeles Wealth Management, LLC
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$266.7K (+$12.8K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares1,003 from 403
Change+600 (+149%)
Value$265.7K (+$164.1K)
Filed 2026-10-14
Compass Financial Management LLC
INCREASED
Shares1,003 from 983
Change+20 (+2%)
Value$265.6K (+$17.7K)
Filed 2026-10-30
Midwest Capital Advisors, LLC
DECREASED
Shares1,002 from 1,129
Change-127 (-11%)
Value$265.4K (-$19.3K)
Filed 2026-11-04
Succession Financial, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$264.9K (+$12.7K)
Filed 2026-10-14
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$264.9K (+$12.7K)
Filed 2026-11-02
Washington Trust Co
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$264.1K (+$12.6K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares994 from 1,139
Change-145 (-13%)
Value$263.3K (-$24.0K)
Filed 2026-11-03
Guidance Point Advisors, LLC
DECREASED
Shares992 from 1,166
Change-174 (-15%)
Value$263.0K (-$31.3K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
INCREASED
Shares984 from 959
Change+25 (+3%)
Value$260.7K (+$18.8K)
Filed 2026-10-09
Finer Wealth Management, Inc.
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$260.7K (+$12.5K)
Filed 2026-10-16
Powers Advisory Group, LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$258.3K (+$12.4K)
Filed 2026-10-14
Destiny Capital Corp
DECREASED
Shares952 from 984
Change-32 (-3%)
Value$252.2K (+$4.0K)
Filed 2026-11-03
Hurley Capital, LLC
UNCHANGED
Shares937 from 937
Change0 (0%)
Value$248.2K (+$11.9K)
Filed 2026-11-05
Dutch Asset Corp
UNCHANGED
Shares927 from 927
Change0 (0%)
Value$245.6K (+$11.7K)
Filed 2026-10-20
Athena Wealth Management, LLC
DECREASED
Shares919 from 942
Change-23 (-2%)
Value$243.5K (+$5.9K)
Filed 2026-10-09
Tannin Capital LLC
DECREASED
Shares911 from 920
Change-9 (-1%)
Value$241.3K (+$9.3K)
Filed 2026-11-05
Ndwm LLC
DECREASED
Shares907 from 1,045
Change-138 (-13%)
Value$240.3K (-$23.3K)
Filed 2026-11-05
Simon Quick Advisors, LLC
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$240.2K (+$11.5K)
Filed 2026-10-26
Verus Capital Partners, LLC
DECREASED
Shares906 from 926
Change-20 (-2%)
Value$240.0K (+$6.4K)
Filed 2026-11-03
Pathway Financial Advisors LLC
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$237.4K (+$19.2K)
Filed 2026-10-07
Novem Group
DECREASED
Shares893 from 904
Change-11 (-1%)
Value$236.5K (+$8.5K)
Filed 2026-10-19
Planned Solutions, Inc.
NEW
Shares890
Change+890
Value$235.8K
Filed 2026-10-19
GGM Financial LLC
INCREASED
Shares890 from 863
Change+27 (+3%)
Value$235.8K (+$18.1K)
Filed 2026-11-05
Selective Wealth Management, Inc.
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$230.2K (+$17.4K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares889 from 889
Change0 (0%)
Value$235.5K (+$11.3K)
Filed 2026-10-15
Fonville Wealth Management LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$233.1K (+$11.1K)
Filed 2026-10-28
Journey Advisory Group, LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$230.5K (+$11.0K)
Filed 2026-11-04
FF Advisors,LLC
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$229.7K (+$11.0K)
Filed 2026-10-21
Arlington Capital Management Inc
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$228.6K (+$10.9K)
Filed 2026-10-30
Independent Wealth Network Inc.
NEW
Shares856
Change+856
Value$226.8K
Filed 2026-10-19
United Asset Strategies, Inc.
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$225.2K (+$10.8K)
Filed 2026-10-28
Invera Wealth Advisors, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$225.2K (+$10.8K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$224.4K (+$10.7K)
Filed 2026-10-23
Flynn Zito Capital Management, LLC
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$223.6K (+$10.7K)
Filed 2026-11-04
First County Bank
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$222.8K (+$10.7K)
Filed 2026-10-13
Eagle Harbor Asset Management Inc
NEW
Shares838
Change+838
Value$222.0K
Filed 2026-10-21
Global Assets Advisory, LLC
NEW
Shares837
Change+837
Value$227.0K
Filed 2026-10-28
Gilbert Capital Group, Inc.
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$220.9K (+$10.6K)
Filed 2026-10-28
SYM Financial Corp
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$220.7K (+$10.6K)
Filed 2026-10-26
Palacios Wealth Management, LLC
NEW
Shares831
Change+831
Value$220.1K
Filed 2026-11-04
Peachtree Investment Partners, LLC
UNCHANGED
Shares829 from 829
Change0 (0%)
Value$219.5K (+$10.5K)
Filed 2026-11-05
Hartford Financial Management Inc.
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$218.0K (+$10.4K)
Filed 2026-10-21
Nadler Financial Group, Inc.
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$217.2K (+$10.4K)
Filed 2026-10-23
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares818 from 1,116
Change-298 (-27%)
Value$216.7K (-$64.8K)
Filed 2026-10-16
Chemistry Wealth Management LLC
DECREASED
Shares818 from 875
Change-57 (-7%)
Value$216.7K (-$4.0K)
Filed 2026-10-16
Sima Wealth Partners, LLC
DECREASED
Shares816 from 850
Change-34 (-4%)
Value$216.2K (+$1.8K)
Filed 2026-10-19
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$216.2K (+$10.3K)
Filed 2026-10-19
Richardson Capital Management LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$215.9K (+$10.3K)
Filed 2026-10-23
Total Investment Management Inc
NEW
Shares812
Change+812
Value$215.1K
Filed 2026-10-22
Wealth Group Ltd
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$219.0K (+$14.2K)
Filed 2026-10-07
Private Wealth Partners, LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$214.6K (+$10.3K)
Filed 2026-10-22
AMG National Trust Bank
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$211.9K (+$10.1K)
Filed 2026-11-05
Welch & Forbes LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$211.9K (+$10.1K)
Filed 2026-11-04
Praetorian Wealth Management, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$211.9K (+$10.1K)
Filed 2026-10-16
Legacy Advisors, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$211.9K (+$10.1K)
Filed 2026-10-19
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$211.9K (+$10.1K)
Filed 2026-10-20
True Private Wealth Advisors
NEW
Shares777
Change+777
Value$205.8K
Filed 2026-10-19
RFG Holdings, Inc.
NEW
Shares773
Change+773
Value$204.8K
Filed 2026-10-30
Hudson Capital Management LLC
NEW
Shares772
Change+772
Value$204.5K
Filed 2026-10-20
Hurlow Wealth Management Group, Inc.
NEW
Shares756
Change+756
Value$200.3K
Filed 2026-10-29
River Street Advisors LLC
DECREASED
Shares742 from 882
Change-140 (-16%)
Value$196.6K (-$25.9K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
DECREASED
Shares741 from 747
Change-6 (-1%)
Value$196.4K (+$7.9K)
Filed 2026-10-20
Caldwell Trust Co
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$194.2K (+$9.3K)
Filed 2026-10-30
TrustBank
NEW
Shares700
Change+700
Value$185.4K
Filed 2026-10-20
Transce3nd, LLC
NEW
Shares666
Change+666
Value$171.2K
Filed 2026-10-26
Provident Wealth Management, LLC
DECREASED
Shares666 from 1,616
Change-950 (-59%)
Value$176.4K (-$231.2K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
DECREASED
Shares657 from 2,557
Change-1,900 (-74%)
Value$174.0K (-$470.9K)
Filed 2026-10-28
American National Bank & Trust
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$173.5K (+$8.3K)
Filed 2026-10-07
Adirondack Trust Co
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$173.2K (+$8.3K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares624 from 382
Change+242 (+63%)
Value$165.3K (+$68.9K)
Filed 2026-10-13
Townsend Asset Management Corp
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$162.9K (+$7.8K)
Filed 2026-10-29
Burkett Financial Services, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$160.3K (+$7.7K)
Filed 2026-10-01
Align Financial, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$158.9K (+$7.6K)
Filed 2026-10-16
MTM Investment Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$158.9K (+$7.6K)
Filed 2026-10-30
Davis Capital Management
DECREASED
Shares563 from 573
Change-10 (-2%)
Value$149.1K (+$4.6K)
Filed 2026-10-08
Elevate Wealth Advisory, Inc
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$144.4K (+$6.9K)
Filed 2026-10-29
CKW Financial Group
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$144 (+$10)
Filed 2026-10-29
Nfsg Corp
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$135.1K (+$6.5K)
Filed 2026-10-15
Newton One Investments LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$126.8K (+$6.1K)
Filed 2026-10-14
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$115.8K (-$1.5K)
Filed 2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$119.7K (+$5.7K)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares445
Change+445
Value$117.9K
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$115.1K (+$5.5K)
Filed 2026-10-26
Goodman Advisory Group, LLC
NEW
Shares408
Change+408
Value$108.1K
Filed 2026-11-02
First Community Trust NA
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$106.0K (+$5.1K)
Filed 2026-10-07
West Paces Advisors Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$106.0K (+$5.1K)
Filed 2026-10-13
Biltmore Family Office, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$106.0K (+$5.1K)
Filed 2026-11-03
BankChampaign, National Association
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$106.0K (+$5.1K)
Filed 2026-10-19
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$102.3K (+$4.9K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares371
Change+371
Value$98.3K
Filed 2026-11-04
Bokf, NA
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$96.4K (+$4.6K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$95.6K (+$4.6K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$93.2K (+$4.5K)
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$91.1K (+$4.4K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$88.7K (+$4.2K)
Filed 2026-10-15
Realta Investment Advisors
DECREASED
Shares322 from 335
Change-13 (-4%)
Value$85.3K (+$801)
Filed 2026-10-14
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$81.6K (+$3.9K)
Filed 2026-10-15
Lodestone Wealth Management LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$77.9K (+$3.7K)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$77.2K (+$3.7K)
Filed 2026-11-03
Clark Wealth Partners
DECREASED
Shares284 from 293
Change-9 (-3%)
Value$75.2K (+$1.3K)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$73.9K (+$3.5K)
Filed 2026-11-02
Team Financial Group, LLC
NEW
Shares254
Change+254
Value$67.4K
Filed 2026-10-30
GoalVest Advisory LLC
DECREASED
Shares250 from 270
Change-20 (-7%)
Value$66.2K (-$1.9K)
Filed 2026-10-02
Highline Wealth Partners LLC
INCREASED
Shares235 from 157
Change+78 (+50%)
Value$62.3K (+$22.7K)
Filed 2026-10-19
SJS Investment Consulting Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$62.3K (+$3.0K)
Filed 2026-10-26
Grove Bank & Trust
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$57.7K (+$2.8K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares217 from 219
Change-2 (-1%)
Value$57.5K (+$2.2K)
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$54.8K (+$2.6K)
Filed 2026-10-23
Beacon Financial Strategies Corp
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$54.3K (+$2.6K)
Filed 2026-10-14
Hoey Investments, Inc
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$50.3K (+$2.4K)
Filed 2026-10-29
Citizens National Bank Trust Department
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$45.0K (+$2.2K)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$42.4K (+$2.0K)
Filed 2026-11-04
Bangor Savings Bank
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$41.9K (+$2.0K)
Filed 2026-10-06
Harbor Asset Planning, Inc.
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$41.4K (+$2.0K)
Filed 2026-10-23
Tompkins Financial Corp
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$40.3K (+$1.9K)
Filed 2026-10-05
Global Trust Asset Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$39.7K (+$1.9K)
Filed 2026-10-19
Sofi Wealth, LLC
DECREASED
Shares143 from 167
Change-24 (-14%)
Value$37.8K (-$4.3K)
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$38.0K (+$1.8K)
Filed 2026-10-14
Bell Investment Advisors, Inc
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$37.9K (+$1.8K)
Filed 2026-10-29
Activest Wealth Management
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$37.1K (+$1.8K)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$35.8K (+$2.3K)
Filed 2026-10-29
Monetary Solutions, Ltd
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$34.4K (+$1.6K)
Filed 2026-10-22
Woodard & Co Asset Management Group Inc
NEW
Shares129
Change+129
Value$34.1K
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$32.1K (+$1.5K)
Filed 2026-10-21
EPG Wealth Management LLC
DECREASED
Shares119 from 126
Change-7 (-6%)
Value$31.5K (-$258)
Filed 2026-11-03
WestEnd Advisors, LLC
NEW
Shares116
Change+116
Value$30.7K
Filed 2026-10-27
Go Invest LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$30.0K (+$1.5K)
Filed 2026-10-09
Rosenberg Matthew Hamilton
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$25.2K (+$1.2K)
Filed 2026-10-05
Armor Investment Advisors, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$24.4K (+$1.2K)
Filed 2026-10-27
Country Trust Bank
INCREASED
Shares90 from 30
Change+60 (+200%)
Value$23.8K (+$16.3K)
Filed 2026-10-30
Thompson Investment Management, Inc.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$21.7K (+$1.0K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
DECREASED
Shares77 from 1,666
Change-1,589 (-95%)
Value$20.4K (-$399.9K)
Filed 2026-11-04
Joseph Group Capital Management
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$19.9K (+$951)
Filed 2026-11-04
NorthAvenue LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$17.8K (+$850)
Filed 2026-10-29
Archer Investment Corp
DECREASED
Shares62 from 396
Change-334 (-84%)
Value$16.5K (-$83.5K)
Filed 2026-11-05
West Branch Capital LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$15.9K (+$760)
Filed 2026-10-20
Trust Co of Vermont
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$15.6K (+$747)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares55
Change+55
Value$14.5K
Filed 2026-10-27
City Holding Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$13.2K (+$633)
Filed 2026-10-19
Investors Research Corp
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$12.2K (+$582)
Filed 2026-10-07
Elevation Wealth Partners, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$11.9K (+$570)
Filed 2026-10-07
Albion Financial Group
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$10.3K (+$495)
Filed 2026-10-21
IFS Advisors, LLC
NEW
Shares37
Change+37
Value$9.8K
Filed 2026-10-14
NBT Bank, N.A.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$9.5K (+$456)
Filed 2026-10-21
Signature Equity Partners, LLC
NEW
Shares33
Change+33
Value$8.7K
Filed 2026-10-29
Abound Wealth Management
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$6.6K (+$317)
Filed 2026-10-26
Advocate Investing Services LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$6.1K (+$292)
Filed 2026-10-26
Hanson & Doremus Investment Management
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$6 ($0)
Filed 2026-10-16
Raleigh Capital Management Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$5.6K (+$269)
Filed 2026-10-28
Roxbury Financial LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$5.0K (+$242)
Filed 2026-10-01
Strategic Advocates LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$5.0K (+$241)
Filed 2026-11-03
Creative Capital Management Investments LLC
NEW
Shares17
Change+17
Value$4.5K
Filed 2026-10-28
Vima LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$4.2K (+$202)
Filed 2026-10-23
Chapman Financial Group, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.4K (+$165)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.4K (+$165)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares10
Change+10
Value$2.7K
Filed 2026-10-09
Indiana Trust & Investment Management Co
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.4K (+$114)
Filed 2026-10-22
Alta Capital Management LLC/
NEW
Shares8
Change+8
Value$2.1K
Filed 2026-10-26
Toth Financial Advisory Corp
NEW
Shares8
Change+8
Value$2.1K
Filed 2026-10-08
Costello Asset Management, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.9K (+$89)
Filed 2026-10-30
First Horizon Corp
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.9K (+$88)
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.9K (+$113)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.1K (+$51)
Filed 2026-10-23
United Financial Planning Group LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.1K (+$51)
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.1K (+$51)
Filed 2026-10-23
Viewpoint Capital Management LLC
NEW
Shares2
Change+2
Value$530
Filed 2026-10-27
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 206,739
Change-206,739 (-100%)
Value$0 (-$52.1M)
Filed 2026-10-21
Inscription Capital, LLC
CLOSED
Shares0 from 18,570
Change-18,570 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-02
Virtue Capital Management, LLC
CLOSED
Shares0 from 11,808
Change-11,808 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-29
Lane Brothers & Co Inc
CLOSED
Shares0 from 4,683
Change-4,683 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-02
Private Client Services, LLC
CLOSED
Shares0 from 4,595
Change-4,595 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-02
World Equity Group, Inc.
CLOSED
Shares0 from 3,386
Change-3,386 (-100%)
Value$0 (-$854.2K)
Filed 2026-10-14
TBH Global Asset Management, LLC
CLOSED
Shares0 from 3,128
Change-3,128 (-100%)
Value$0 (-$789.0K)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 2,610
Change-2,610 (-100%)
Value$0 (-$639.7K)
Filed 2026-10-16
Sierra Ocean, LLC
CLOSED
Shares0 from 1,946
Change-1,946 (-100%)
Value$0 (-$490.8K)
Filed 2026-11-03
Doliver Advisors, LP
CLOSED
Shares0 from 1,909
Change-1,909 (-100%)
Value$0 (-$481.5K)
Filed 2026-10-01
Lifestyle Asset Management, Inc.
CLOSED
Shares0 from 1,420
Change-1,420 (-100%)
Value$0 (-$358.2K)
Filed 2026-10-20
KPP Advisory Services LLC
CLOSED
Shares0 from 1,182
Change-1,182 (-100%)
Value$0 (-$298.0K)
Filed 2026-10-26
Financial Management Professionals, Inc.
CLOSED
Shares0 from 1,133
Change-1,133 (-100%)
Value$0 (-$285.8K)
Filed 2026-10-23
Focused Alpha, LLC
CLOSED
Shares0 from 1,116
Change-1,116 (-100%)
Value$0 (-$281.5K)
Filed 2026-10-20
WealthCare Asset Management, LLC
CLOSED
Shares0 from 1,084
Change-1,084 (-100%)
Value$0 (-$273.5K)
Filed 2026-10-26
Simplicity Wealth,LLC
CLOSED
Shares0 from 1,080
Change-1,080 (-100%)
Value$0 (-$272.4K)
Filed 2026-10-23
InTrack Investment Management Inc
CLOSED
Shares0 from 983
Change-983 (-100%)
Value$0 (-$247.9K)
Filed 2026-10-15
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 960
Change-960 (-100%)
Value$0 (-$242.2K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
CLOSED
Shares0 from 947
Change-947 (-100%)
Value$0 (-$238.9K)
Filed 2026-10-21
Three Magnolias Financial Advisors, LLC
CLOSED
Shares0 from 875
Change-875 (-100%)
Value$0 (-$220.7K)
Filed 2026-10-14
Presilium Private Wealth, LLC
CLOSED
Shares0 from 828
Change-828 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-26
Cathy Pareto & Associates, Inc
CLOSED
Shares0 from 811
Change-811 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-15
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-16
Tucker Asset Management LLC
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$165.7K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$164.0K)
Filed 2026-10-13
Wells Financial Advisors Inc
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$157.6K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$131.2K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 490
Change-490 (-100%)
Value$0 (-$123.6K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$119.8K)
Filed 2026-10-14
Stone House Investment Management, LLC
CLOSED
Shares0 from 462
Change-462 (-100%)
Value$0 (-$116.4K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$84.0K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 312
Change-312 (-100%)
Value$0 (-$78.7K)
Filed 2026-10-28
Downshift Financial, LLC
CLOSED
Shares0 from 186
Change-186 (-100%)
Value$0 (-$46.9K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$42.4K)
Filed 2026-10-26
Tsfg, LLC
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$41.0K)
Filed 2026-10-23
Pacifica Partners Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$24.3K)
Filed 2026-10-09
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-15
Gen-Wealth Partners Inc
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$12.4K)
Filed 2026-11-04
Bfsg, LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$11.4K)
Filed 2026-10-30
Morgan Stanley
N/A
Shares— from 4,965,507
Change-4,965,507 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,549,815
Change-4,549,815 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,434,260
Change-3,434,260 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,035,854
Change-3,035,854 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,727,967
Change-1,727,967 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,482,795
Change-1,482,795 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,435,567
Change-1,435,567 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,352,659
Change-1,352,659 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,337,767
Change-1,337,767 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,261,481
Change-1,261,481 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,043,122
Change-1,043,122 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 922,417
Change-922,417 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 795,221
Change-795,221 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 794,128
Change-794,128 (-100%)
Value—
FIL Ltd
N/A
Shares— from 787,551
Change-787,551 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 638,240
Change-638,240 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 593,207
Change-593,207 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 462,996
Change-462,996 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 394,966
Change-394,966 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 392,227
Change-392,227 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 389,496
Change-389,496 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 372,361
Change-372,361 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 334,262
Change-334,262 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 328,689
Change-328,689 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 319,172
Change-319,172 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 300,880
Change-300,880 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 300,558
Change-300,558 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 293,418
Change-293,418 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 288,268
Change-288,268 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 282,300
Change-282,300 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 259,001
Change-259,001 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 246,172
Change-246,172 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 241,829
Change-241,829 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 233,713
Change-233,713 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 224,115
Change-224,115 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 204,468
Change-204,468 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 203,626
Change-203,626 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 180,228
Change-180,228 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 173,863
Change-173,863 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 152,728
Change-152,728 (-100%)
Value—
Commerce Bank
N/A
Shares— from 145,376
Change-145,376 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 126,439
Change-126,439 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 102,615
Change-102,615 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 100,052
Change-100,052 (-100%)
Value—
FMR LLC
N/A
Shares— from 97,559
Change-97,559 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 97,544
Change-97,544 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 95,969
Change-95,969 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 93,125
Change-93,125 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 91,702
Change-91,702 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 91,197
Change-91,197 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 90,781
Change-90,781 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 87,053
Change-87,053 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 84,767
Change-84,767 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 83,644
Change-83,644 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 82,347
Change-82,347 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 80,582
Change-80,582 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 77,817
Change-77,817 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 72,794
Change-72,794 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 72,429
Change-72,429 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 70,286
Change-70,286 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 65,684
Change-65,684 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 64,058
Change-64,058 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 63,934
Change-63,934 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 63,790
Change-63,790 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 62,336
Change-62,336 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 58,678
Change-58,678 (-100%)
Value—
&partners
N/A
Shares— from 57,592
Change-57,592 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 56,352
Change-56,352 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 55,378
Change-55,378 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 54,690
Change-54,690 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 54,362
Change-54,362 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 51,863
Change-51,863 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 50,749
Change-50,749 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 49,210
Change-49,210 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 45,878
Change-45,878 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 45,383
Change-45,383 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 43,189
Change-43,189 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 42,796
Change-42,796 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 42,688
Change-42,688 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 42,123
Change-42,123 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 40,648
Change-40,648 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 40,341
Change-40,341 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 40,124
Change-40,124 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 39,370
Change-39,370 (-100%)
Value—
Simmons Bank
N/A
Shares— from 38,347
Change-38,347 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 37,163
Change-37,163 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 36,919
Change-36,919 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 36,208
Change-36,208 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 35,517
Change-35,517 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 34,871
Change-34,871 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 32,935
Change-32,935 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 32,810
Change-32,810 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 32,477
Change-32,477 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 32,446
Change-32,446 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 30,220
Change-30,220 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 29,900
Change-29,900 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 29,758
Change-29,758 (-100%)
Value—
Blair William & Co
N/A
Shares— from 29,713
Change-29,713 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 28,930
Change-28,930 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 28,877
Change-28,877 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 28,858
Change-28,858 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 28,734
Change-28,734 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,645
Change-28,645 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 28,600
Change-28,600 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 27,803
Change-27,803 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 27,770
Change-27,770 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 27,663
Change-27,663 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 27,455
Change-27,455 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 27,387
Change-27,387 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 26,870
Change-26,870 (-100%)
Value—
Stephens Inc
N/A
Shares— from 26,560
Change-26,560 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 26,393
Change-26,393 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 26,370
Change-26,370 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 26,280
Change-26,280 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 26,237
Change-26,237 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 25,895
Change-25,895 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 25,866
Change-25,866 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 24,569
Change-24,569 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 24,341
Change-24,341 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 23,780
Change-23,780 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 23,080
Change-23,080 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 22,596
Change-22,596 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 22,264
Change-22,264 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,013
Change-21,013 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 20,894
Change-20,894 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,475
Change-20,475 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 20,377
Change-20,377 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 19,807
Change-19,807 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 19,325
Change-19,325 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,322
Change-19,322 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,027
Change-19,027 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 18,839
Change-18,839 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,113
Change-18,113 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 17,793
Change-17,793 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 17,783
Change-17,783 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 17,158
Change-17,158 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 16,861
Change-16,861 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 16,799
Change-16,799 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 16,784
Change-16,784 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 16,531
Change-16,531 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 16,530
Change-16,530 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 16,375
Change-16,375 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,263
Change-16,263 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,114
Change-16,114 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 16,055
Change-16,055 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 16,036
Change-16,036 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 15,903
Change-15,903 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 15,766
Change-15,766 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 15,760
Change-15,760 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,520
Change-15,520 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 15,443
Change-15,443 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,411
Change-15,411 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 15,323
Change-15,323 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 15,323
Change-15,323 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 14,991
Change-14,991 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 14,955
Change-14,955 (-100%)
Value—
EWA, LLC
N/A
Shares— from 14,579
Change-14,579 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 14,506
Change-14,506 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 14,395
Change-14,395 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 14,238
Change-14,238 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 13,333
Change-13,333 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 13,332
Change-13,332 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 13,317
Change-13,317 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 13,316
Change-13,316 (-100%)
Value—
EQ LLC
N/A
Shares— from 13,310
Change-13,310 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 13,284
Change-13,284 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 13,282
Change-13,282 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 13,082
Change-13,082 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 12,624
Change-12,624 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 12,465
Change-12,465 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 12,266
Change-12,266 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,159
Change-12,159 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,024
Change-12,024 (-100%)
Value—
Amundi
N/A
Shares— from 11,907
Change-11,907 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,858
Change-11,858 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 11,857
Change-11,857 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 11,740
Change-11,740 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 11,615
Change-11,615 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,542
Change-11,542 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 11,542
Change-11,542 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 11,188
Change-11,188 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,098
Change-11,098 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 10,929
Change-10,929 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 10,601
Change-10,601 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,480
Change-10,480 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,410
Change-10,410 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 10,359
Change-10,359 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 10,059
Change-10,059 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,955
Change-9,955 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 9,834
Change-9,834 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 9,618
Change-9,618 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,146
Change-9,146 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 8,822
Change-8,822 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 8,757
Change-8,757 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,609
Change-8,609 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,606
Change-8,606 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 8,538
Change-8,538 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,372
Change-8,372 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,334
Change-8,334 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 7,917
Change-7,917 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,847
Change-7,847 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 7,835
Change-7,835 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,825
Change-7,825 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,629
Change-7,629 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 7,509
Change-7,509 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 7,495
Change-7,495 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 7,243
Change-7,243 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,797
Change-6,797 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 6,667
Change-6,667 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 6,476
Change-6,476 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 6,462
Change-6,462 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,454
Change-6,454 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,324
Change-6,324 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 6,234
Change-6,234 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 5,758
Change-5,758 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 5,595
Change-5,595 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 5,574
Change-5,574 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,563
Change-5,563 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,426
Change-5,426 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 5,206
Change-5,206 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,031
Change-5,031 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,865
Change-3,865 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,876
Change-1,876 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Croban
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
American Trust
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 978
Change-978 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 960
Change-960 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 940
Change-940 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 848
Change-848 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 818
Change-818 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 748
Change-748 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 724
Change-724 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 719
Change-719 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 702
Change-702 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 700
Change-700 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 650
Change-650 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 622
Change-622 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 572
Change-572 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 545
Change-545 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 531
Change-531 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 450
Change-450 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 409
Change-409 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 340
Change-340 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 321
Change-321 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 235
Change-235 (-100%)
Value—
Centennial Bank
N/A
Shares— from 214
Change-214 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 208
Change-208 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 172
Change-172 (-100%)
Value—
Collier Financial
N/A
Shares— from 163
Change-163 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 156
Change-156 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 128
Change-128 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 84
Change-84 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 80
Change-80 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 69
Change-69 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 68
Change-68 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 61
Change-61 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 56
Change-56 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 47
Change-47 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 36
Change-36 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 10
Change-10 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 9
Change-9 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 8
Change-8 (-100%)
Value—
Barclays PLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED566,841669,449-102,608-15%$168.9M$150.2M-$18.7M2026-11-02
Kestra Advisory Services, LLC
INCREASED483,241477,728+5,513+1%$120.5M$128.0M+$7.5M2026-11-02
Assetmark, Inc
INCREASED178,930160,431+18,499+12%$40.5M$47.4M+$6.9M2026-10-21
Howard Capital Management Group, LLC
DECREASED166,038176,535-10,497-6%$44.5M$44.0M-$543.9K2026-10-16
First Merchants Corp
DECREASED160,352161,871-1,519-1%$40.8M$42.5M+$1.6M2026-10-15
Creative Planning
INCREASED153,709152,265+1,444+1%$38.4M$40.7M+$2.3M2026-11-02
Compound Planning, Inc.
INCREASED133,557128,742+4,815+4%$32.5M$35.4M+$2.9M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED130,924141,383-10,459-7%$35.7M$34.7K-$35.6M2026-11-02
Patton Albertson Miller Group, LLC
DECREASED107,349107,832-4830%$27.2M$28.4M+$1.2M2026-10-26
RVW Wealth, LLC
INCREASED104,89189,777+15,114+17%$22.6M$27.8M+$5.1M2026-10-06
Perigon Wealth Management, LLC
DECREASED102,979113,658-10,679-9%$28.7M$27.3M-$1.4M2026-10-22
Capital Investment Advisors, LLC
DECREASED102,605105,036-2,431-2%$26.5M$27.2M+$686.9K2026-10-22
Sagespring Wealth Partners, LLC
INCREASED101,12294,407+6,715+7%$23.8M$26.8M+$3.0M2026-10-22
Atria Investments, Inc
INCREASED99,48690,046+9,440+10%$22.7M$26.4M+$3.6M2026-10-15
Park Avenue Securities LLC
DECREASED96,38198,807-2,426-2%$24.9M$25.5K-$24.9M2026-10-26
Tritonpoint Wealth, LLC
DECREASED91,69892,429-731-1%$23.3M$24.3M+$977.4K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED90,62492,976-2,352-3%$23.3M$24.2M+$997.9K2026-10-13
First Citizens Financial Corp
DECREASED88,34989,186-837-1%$22.5M$23.4M+$908.3K2026-10-02
Fifth Third Securities, Inc.
INCREASED73,97166,865+7,106+11%$16.9M$19.6M+$2.7M2026-10-21
Truist Financial Corp
DECREASED71,79678,430-6,634-8%$19.8M$19.0M-$763.6K2026-10-30
Cottonwood Capital Advisors, LLC
INCREASED65,05664,798+258+0%$16.3M$17.2M+$889.5K2026-10-20
Finley Financial, LLC
INCREASED60,70660,556+150+0%$15.3M$16.2M+$924.1K2026-10-28
Signature Wealth Management Partners, LLC
DECREASED60,65461,513-859-1%$15.5M$16.1M+$551.8K2026-10-21
J.W. Cole Advisors, Inc.
DECREASED60,43760,936-499-1%$15.4M$16.0M+$639.9K2026-11-05
Lido Advisors, LLC
INCREASED57,48651,502+5,984+12%$13.0M$15.2M+$2.2M2026-11-04
Ashurst Perkins Coie Trust Co
INCREASED56,02352,686+3,337+6%$13.3M$14.8M+$1.6M2026-10-15
Farther Finance Advisors, LLC
DECREASED55,71361,699-5,986-10%$15.5M$14.8M-$790.7K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED55,21417,110+38,104+223%$4.3M$14.6M+$10.3M2026-10-16
Certuity, LLC
INCREASED54,06246,029+8,033+17%$11.6M$14.3M+$2.7M2026-11-02
Bank of New York Mellon Corp
INCREASED53,71452,838+876+2%$13.3M$14.2M+$901.4K2026-11-05
Mechanics Bank Trust Department
INCREASED52,42251,874+548+1%$13.1M$13.9M+$802.4K2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED51,85147,802+4,049+8%$12.1M$13.7M+$1.7M2026-10-20
Pettinga Financial Advisors LLC
DECREASED50,75062,900-12,150-19%$15.9M$13.4M-$2.4M2026-10-13
High Point Wealth Management, LLC
DECREASED50,38050,732-352-1%$12.8M$13.3M+$549.4K2026-11-05
J.Safra Asset Management Corp
UNCHANGED47,90447,90400%$12.1M$12.7M+$606.9K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED47,67745,985+1,692+4%$11.6M$12.6M+$1.0M2026-10-23
Diversify Advisory Services, LLC
INCREASED47,65810,188+37,470+368%$2.4M$12.3M+$9.9M2026-10-20
Diversify Wealth Management, LLC
INCREASED47,65810,188+37,470+368%$2.4M$12.3M+$9.9M2026-10-20
OpenArc Corporate Advisory, LLC
DECREASED46,61046,701-910%$11.8M$12.3M+$567.6K2026-10-21
Three Seasons Wealth, LLC
INCREASED46,09842,945+3,153+7%$10.8M$12.2M+$1.4M2026-11-03
Swmg, LLC
INCREASED45,45343,987+1,466+3%$10.9M$11.3M+$398.8K2026-10-23
Essex LLC
DECREASED44,26844,767-499-1%$11.3M$11.7M+$435.0K2026-10-14
Pittenger & Anderson Inc
UNCHANGED43,01543,01500%$10.8M$11.4M+$545.0K2026-11-02
Lifelong Wealth Advisors, Inc.
DECREASED42,22443,554-1,330-3%$11.0M$11.2M+$199.5K2026-10-19
Cadent Capital Advisors, LLC
DECREASED42,16745,056-2,889-6%$11.4M$11.2M-$194.4K2026-10-09
Spire Wealth Management
DECREASED40,97445,565-4,591-10%$11.5M$10.9M-$638.9K2026-10-30
Summit Financial Consulting LLC
INCREASED39,62131,841+7,780+24%$8.0M$10.5M+$2.5M2026-10-15
Prospera Financial Services Inc
DECREASED37,75457,766-20,012-35%$14.6M$9.2M-$5.4M2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED37,66037,237+423+1%$9.4M$10.0M+$583.9K2026-11-03
Strategic Blueprint, LLC
DECREASED36,13436,296-1620%$9.2M$9.6M+$417.1K2026-10-22
Kingsman Wealth Management, Inc.
INCREASED35,66033,318+2,342+7%$8.4M$9.4M+$1.0M2026-10-13
Central Pacific Bank - Trust Division
DECREASED35,65336,065-412-1%$9.1M$9.4M+$347.8K2026-10-06
Principal Financial Group Inc
DECREASED35,45857,381-21,923-38%$14.5M$9.4M-$5.1M2026-11-02
Thrivent Financial for Lutherans
DECREASED35,35536,499-1,144-3%$9.2M$9.4M+$179.0K2026-11-05
Crown Wealth Group, LLC
DECREASED34,96444,221-9,257-21%$11.2M$9.3M-$1.9M2026-10-19
Tableaux LLC
DECREASED34,49638,529-4,033-10%$9.7M$9.1M-$580.2K2026-10-23
Vise Technologies, Inc.
INCREASED34,48422,885+11,599+51%$5.8M$9.1M+$3.4M2026-10-29
Independent Financial Group, LLC
DECREASED32,98047,508-14,528-31%$12.0M$8.7M-$3.2M2026-10-13
Gerald Baker Financial Group LLC
DECREASED32,95733,520-563-2%$8.5M$8.7M+$275.7K2026-10-09
Fortitude Family Office, LLC
UNCHANGED32,21532,21500%$8.1M$8.5M+$408.2K2026-10-14
Trek Financial, LLC
INCREASED32,2032,739+29,464+1076%$690.9K$8.5M+$7.8M2026-10-29
IFP Advisors, Inc
DECREASED32,11433,944-1,830-5%$8.6M$8.5M-$54.7K2026-10-16
Schmidt P J Investment Management Inc
DECREASED32,08432,931-847-3%$8.3M$8.5M+$193.0K2026-11-02
Fifth Third Bancorp
DECREASED30,94433,341-2,397-7%$8.4M$8.2M-$212.6K2026-11-05
CFS Investment Advisory Services, LLC
DECREASED30,37930,884-505-2%$7.5M$8.3M+$761.4K2026-10-19
Dynamic Advisor Solutions LLC
DECREASED29,85539,953-10,098-25%$10.1M$7.9M-$2.2M2026-10-13
WealthBridge Capital Management, LLC
DECREASED29,68230,218-536-2%$7.6M$7.9M+$240.9K2026-10-16
Belvedere Trading LLC
DECREASED29,22752,411-23,184-44%$13.2M$7.7M-$5.5M2026-11-05
US Bancorp \de\
INCREASED28,98028,085+895+3%$7.1M$7.7M+$592.9K2026-11-05
Integrity Alliance, Llc.
DECREASED28,21229,147-935-3%$7.4M$7.5M+$121.7K2026-10-29
Gallagher Capital Advisors, LLC
DECREASED27,35627,388-320%$6.9M$7.2M+$335.8K2026-10-09
Montecito Bank & Trust
INCREASED27,33227,245+87+0%$6.9M$7.2M+$368.2K2026-10-01
Elevation Point Wealth Partners, LLC
INCREASED27,2247,322+19,902+272%$1.8M$7.2M+$5.4M2026-11-05
First Heartland Consultants, Inc.
DECREASED27,15729,777-2,620-9%$7.5M$7.2M-$316.7K2026-10-08
Citizens Financial Group Inc
INCREASED27,11624,650+2,466+10%$6.2M$7.2M+$965.7K2026-10-23
Citigroup Inc
DECREASED26,96159,554-32,593-55%$15.0M$7.1M-$7.9M2026-11-04
Koshinski Asset Management, Inc.
DECREASED26,82527,063-238-1%$6.8M$7.1M+$279.9K2026-10-29
CPR Investments Inc.
DECREASED26,81530,918-4,103-13%$7.8M$7.1M-$695.0K2026-10-26
Security Financial Services, Inc.
DECREASED26,51626,906-390-1%$6.8M$7.0M+$237.6K2026-10-29
Carnegie Investment Counsel
DECREASED26,07826,353-275-1%$6.6M$6.9M+$261.0K2026-10-20
Sigma Planning Corp
DECREASED26,04926,378-329-1%$6.7M$6.8M+$109.0K2026-10-23
Centerline Wealth Advisors, LLC
INCREASED25,88625,688+198+1%$6.5M$6.9M+$377.9K2026-10-15
Eagle Strategies LLC
INCREASED25,76524,302+1,463+6%$6.1M$6.8M+$695.4K2026-10-16
Parallel Advisors, LLC
INCREASED25,60325,399+204+1%$6.4M$6.8M+$375.6K2026-11-03
Focus Financial Network, Inc.
INCREASED25,58224,743+839+3%$6.2M$6.8M+$535.6K2026-10-14
Forthright Family Wealth Advisory LLC
DECREASED25,35625,388-320%$6.4M$6.7M+$313.2K2026-11-03
Cornerstone Wealth Management, LLC
INCREASED25,18923,870+1,319+6%$6.0M$6.7M+$651.7K2026-11-04
Weinberger Asset Management, Inc
INCREASED24,42724,422+5+0%$5.8M$6.5M+$657.2K2026-10-28
Gilliland Jeter Wealth Management LLC
INCREASED24,38024,307+73+0%$6.1M$6.5M+$327.4K2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED24,22824,313-850%$6.1M$6.4M+$285.5K2026-10-05
Fort Washington Investment Advisors Inc
DECREASED23,89024,467-577-2%$6.2M$6.3M+$157.2K2026-10-15
WBH Advisory Inc
DECREASED23,68123,717-360%$6.0M$6.3M+$291.0K2026-11-05
S&A Financial Services, Inc.
DECREASED23,45125,761-2,310-9%$6.5M$6.2M-$285.6K2026-11-03
Laurel Wealth Advisors LLC
INCREASED22,93922,566+373+2%$5.7M$6.1M+$384.7K2026-10-27
DT Investment Partners, LLC
UNCHANGED22,67822,67800%$5.7M$6.0M+$287.3K2026-10-27
Keybank National Association
DECREASED22,59823,174-576-2%$5.8M$6.0M+$141.0K2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED22,06921,828+241+1%$5.5M$5.8M+$340.4K2026-10-28
Financial Life Advisors
DECREASED21,23624,153-2,917-12%$6.1M$5.6M-$466.6K2026-10-14
TritonPoint Partners, LLC
DECREASED20,89593,853-72,958-78%$23.7M$5.5M-$18.1M2026-11-05
Ascent Group, LLC
INCREASED20,89220,600+292+1%$5.2M$5.5M+$338.4K2026-10-30
MGO One Seven LLC
DECREASED20,81721,570-753-3%$5.4M$5.5M+$73.8K2026-10-28
Meridian Wealth Management, LLC
DECREASED20,46221,052-590-3%$5.3M$5.4M+$110.4K2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED20,23720,000+237+1%$5.0M$5.4M+$316.2K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED20,13820,042+96+0%$5.1M$5.3M+$279.2K2026-10-30
Gimbal Financial
NEW19,767—+19,767——$5.2M—2026-10-19
Hemming& Wealth Management, Inc.
DECREASED19,44919,938-489-2%$5.0M$5.2M+$123.1K2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED19,44125,661-6,220-24%$6.5M$5.1M-$1.3M2026-10-08
Ayalon Insurance Comp Ltd.
INCREASED19,43916,800+2,639+16%$4.2K$5.1K+$9122026-10-08
Advisortrust Partners, LLC
NEW19,354—+19,354——$5.1M—2026-11-02
Lakeshore Financial Planning, Inc.
DECREASED19,12619,141-150%$4.8M$5.1M+$237.6K2026-10-13
Tennessee Valley Asset Management Partners
INCREASED19,03018,762+268+1%$4.7M$5.0M+$308.9K2026-11-03
Cypress Wealth Services, LLC
INCREASED18,55918,410+149+1%$4.6M$5.1M+$415.5K2026-10-21
VestGen Advisors, LLC
INCREASED18,44217,467+975+6%$4.4M$4.9M+$479.6K2026-10-27
Acropolis Investment Management, LLC
DECREASED18,34419,300-956-5%$4.9M$4.9M-$8.7K2026-10-08
Parsons Capital Management Inc
INCREASED18,17918,141+38+0%$4.6M$4.8M+$239.9K2026-10-28
Joel Isaacson & Co., LLC
INCREASED18,14118,140+1+0%$4.6M$4.8M+$230.0K2026-11-05
Pinnacle Associates LTD
DECREASED17,91218,112-200-1%$4.6M$4.7M+$176.5K2026-10-20
Quest 10 Wealth Builders, Inc.
DECREASED17,85918,329-470-3%$4.6M$4.6M+$8.1K2026-11-02
Horst & Graben Wealth Management LLC
INCREASED17,85317,838+15+0%$4.4M$4.7M+$292.0K2026-11-02
Terra Nova Asset Management LLC
INCREASED17,73217,021+711+4%$4.3M$4.7M+$404.0K2026-10-13
D.A. Davidson & Co.
INCREASED17,71017,704+6+0%$4.5M$4.7M+$225.9K2026-10-28
Connecticut Wealth Management, LLC
UNCHANGED17,68817,68800%$4.5M$4.7M+$224.1K2026-10-13
Castle Rock Wealth Management, LLC
INCREASED17,64511,002+6,643+60%$2.7M$4.8M+$2.1M2026-10-09
Midwest Trust Co
DECREASED17,23818,998-1,760-9%$4.8M$4.6M-$225.5K2026-10-22
RFG Advisory, LLC
DECREASED16,87717,169-292-2%$4.3M$4.5M+$140.0K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED16,81118,730-1,919-10%$4.7M$4.5M-$270.9K2026-10-14
May Hill Capital, LLC
INCREASED16,73815,745+993+6%$4.0M$4.4M+$462.5K2026-11-03
HB Wealth Management, LLC
DECREASED16,71716,774-570%$4.2M$4.4M+$197.2K2026-10-23
TSA Wealth Managment LLC
INCREASED16,50716,376+131+1%$4.1M$4.4M+$242.2K2026-10-22
Client 1ST Advisory Group, LLC
INCREASED16,42916,287+142+1%$4.1M$4.4M+$244.0K2026-10-19
Sovran Advisors, LLC
DECREASED16,24816,689-441-3%$3.9M$4.1M+$245.9K2026-11-02
Mullooly Asset Management, Inc.
DECREASED15,87915,926-470%$4.0M$4.2M+$190.1K2026-10-30
Matthew Goff Investment Advisor, LLC
DECREASED15,42916,670-1,241-7%$4.2M$4.1M-$117.5K2026-10-13
CoreCap Advisors, LLC
DECREASED15,41140,859-25,448-62%$10.3M$4.1M-$6.2M2026-10-08
Sanchez Gaunt Capital Management, LLC
DECREASED15,38715,441-540%$3.9M$4.1M+$181.3K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED15,37014,985+385+3%$3.8M$4.1M+$292.1K2026-10-29
Choreo, LLC
INCREASED15,30815,242+66+0%$3.8M$4.1M+$210.6K2026-10-28
Forte Asset Management LLC
INCREASED15,19914,958+241+2%$3.8M$4.0M+$253.4K2026-10-13
Apollon Wealth Management, LLC
DECREASED15,12015,994-874-5%$4.0M$4.0M-$28.7K2026-10-23
Leeward Financial Partners, LLC
UNCHANGED15,00215,00200%$3.8M$4.0M+$190.1K2026-10-23
W Advisors, LLC
INCREASED14,83614,834+2+0%$3.7M$3.9M+$188.5K2026-11-02
Promethium Advisors,llc
DECREASED14,83515,060-225-1%$3.8M$3.9M+$131.2K2026-10-19
Greenspring Advisors, LLC
INCREASED14,6587,329+7,329+100%$1.8M$3.9M+$2.0M2026-11-05
Roof Eidam Maycock Peralta, LLC
INCREASED13,73213,408+324+2%$3.4M$3.6M+$255.7K2026-10-15
First United Bank & Trust
DECREASED13,71414,137-423-3%$3.6M$3.6M+$67.1K2026-10-22
Lakeshore Capital Group, Inc.
DECREASED13,49113,621-130-1%$3.4M$3.6M+$138.0K2026-10-20
Tempus Wealth Planning, LLC
DECREASED13,31913,504-185-1%$3.4M$3.5M+$122.1K2026-10-14
Glenview Trust Co
DECREASED13,28813,587-299-2%$3.4M$3.5M+$92.9K2026-10-28
Avalon Capital Management
INCREASED13,28110,265+3,016+29%$2.6M$3.5M+$929.0K2026-11-04
Avior Wealth Management, LLC
DECREASED13,21313,673-460-3%$3.4M$3.5M+$51.4K2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED13,1641,007+12,157+1207%$254.0K$3.5M+$3.2M2026-10-16
Financial Perspectives, Inc
DECREASED12,99312,996-30%$3.3M$3.4M+$163.7K2026-11-03
LongView Wealth Management
DECREASED12,41012,509-99-1%$3.2M$3.3M+$132.2K2026-10-19
AdvisorNet Financial, Inc
INCREASED12,27211,642+630+5%$2.9M$3.2M+$248.6K2026-10-15
Duncker Streett & Co Inc
DECREASED12,07412,153-79-1%$3.1M$3.2M+$133.1K2026-10-27
Keystone Wealth Services, LLC
INCREASED12,06911,984+85+1%$3.0M$3.2M+$155.5K2026-11-03
Commonwealth Financial Services, LLC
DECREASED11,70415,205-3,501-23%$3.8M$3.1M-$734.8K2026-10-20
Principle Wealth Partners LLC
INCREASED11,61211,548+64+1%$2.9M$3.1M+$163.5K2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED11,58211,580+2+0%$2.9M$3.1M+$147.1K2026-11-05
Flagstar Securities, Inc
DECREASED11,31916,013-4,694-29%$4.0M$3.0M-$1.0M2026-10-15
Montis Financial, LLC
DECREASED11,28412,085-801-7%$3.0M$3.0M-$59.0K2026-11-04
Redwood Financial Network Corp
DECREASED11,18811,456-268-2%$2.9M$3.0M+$74.2K2026-11-03
Dale Q Rice Investment Management Ltd
DECREASED11,12311,143-200%$2.8M$2.9M+$135.9K2026-10-09
Ballew Advisors, Inc
DECREASED11,07611,538-462-4%$2.8M$3.0M+$177.9K2026-10-05
Patriot Financial Group Insurance Agency, LLC
INCREASED10,93010,682+248+2%$2.7M$2.9M+$200.9K2026-10-14
Apella Capital, LLC
INCREASED10,88810,760+128+1%$2.6M$3.0M+$338.5K2026-10-08
One Advisory Partners, LLC
DECREASED10,79411,300-506-4%$2.9M$2.9M+$9.1K2026-10-22
Market Street Wealth Management Advisors LLC
DECREASED10,72411,116-392-4%$2.8M$2.8M+$37.0K2026-10-09
Canvas Wealth Advisors, LLC
UNCHANGED10,70210,70200%$2.7M$2.7M+$15.1K2026-11-02
Allen Investment Management, LLC
UNCHANGED10,60610,60600%$2.7M$2.8M+$134.4K2026-11-03
Elevated Financial Group LLC
DECREASED10,58425,314-14,730-58%$6.4M$2.8M-$3.6M2026-10-16
Legacy Private Trust Co.
DECREASED10,56110,895-334-3%$2.7M$2.8M+$49.6K2026-10-06
SeaCrest Wealth Management, LLC
DECREASED10,54511,159-614-5%$2.8M$2.8M-$21.1K2026-10-21
Global Financial Private Client, LLC
UNCHANGED10,46410,46400%$2.6M$2.8M+$132.6K2026-10-15
Avid Wealth Partners LLC
INCREASED10,41610,348+68+1%$2.6M$2.8M+$149.1K2026-11-03
Sonata Capital Group Inc
DECREASED10,23010,480-250-2%$2.6M$2.7M+$66.6K2026-10-19
B. Riley Wealth Advisors, Inc.
DECREASED10,21810,286-68-1%$2.5M$2.7M+$174.3K2026-10-13
Apollon Financial, LLC
DECREASED10,20510,539-334-3%$2.7M$2.7M+$44.8K2026-10-23
Patten & Patten Inc
DECREASED10,18310,273-90-1%$2.6M$2.7M+$106.3K2026-10-26
Csenge Advisory Group
INCREASED10,1589,568+590+6%$2.4M$2.7M+$277.6K2026-11-04
Unique Wealth, LLC
INCREASED9,8397,741+2,098+27%$2.0M$2.6M+$653.9K2026-10-16
Magnus Financial Group LLC
INCREASED9,8269,825+1+0%$2.5M$2.6M+$124.6K2026-10-21
Visionary Wealth Advisors
UNCHANGED9,8109,81000%$2.5M$2.6M+$124.3K2026-11-04
Northside Capital Management, LLC
UNCHANGED9,8009,80000%$2.5M$2.6M+$124.2K2026-10-13
Simplex Trading, LLC
INCREASED9,743800+8,943+1118%$201.8K$2.6M+$2.4M2026-11-04
International Assets Investment Management, LLC
DECREASED9,5889,994-406-4%$2.5M$2.6M+$72.4K2026-11-02
Beacon Financial Group
DECREASED9,5739,927-354-4%$2.5M$2.5M+$32.0K2026-10-19
WealthCare Investment Partners, LLC
DECREASED9,5379,895-358-4%$2.5M$2.5M+$30.4K2026-11-05
Brookstone Capital Management
DECREASED9,46210,047-585-6%$2.5M$2.5M-$27.6K2026-10-22
Maltin Wealth Management, Inc.
DECREASED9,4519,510-59-1%$2.4M$2.5M+$105.1K2026-10-13
Oppenheimer & Co Inc
DECREASED9,35010,119-769-8%$2.6M$2.5M-$75.5K2026-10-26
Wesbanco Bank Inc
DECREASED9,34410,225-881-9%$2.6M$2.5M-$103.8K2026-11-04
Lake Street Private Wealth, LLC
DECREASED9,0939,258-165-2%$2.3M$2.4M+$73.6K2026-10-22
Carret Asset Management, LLC
DECREASED9,0179,262-245-3%$2.3M$2.4M+$52.5K2026-11-04
Fifth Third Wealth Advisors LLC
INCREASED9,0048,694+310+4%$2.2M$2.4M+$192.3K2026-10-22
HCR Wealth Advisors
INCREASED8,8738,516+357+4%$2.1M$2.4M+$202.5K2026-10-15
Davenport & Co LLC
INCREASED8,8698,370+499+6%$2.1M$2.3M+$238.2K2026-10-14
Aviance Capital Partners, LLC
DECREASED8,6918,886-195-2%$2.2M$2.3M+$60.9K2026-10-29
Maia Wealth LLC
DECREASED8,5778,810-233-3%$2.2M$2.3M+$49.9K2026-10-19
Rossby Financial, LCC
INCREASED8,5347,399+1,135+15%$1.9M$2.3M+$394.4K2026-11-05
Certified Advisory Corp
INCREASED8,4877,551+936+12%$1.9M$2.2M+$343.7K2026-10-29
Chesley Taft & Associates LLC
DECREASED8,3468,421-75-1%$2.1M$2.2M+$86.8K2026-10-13
Lewis Asset Management, LLC
DECREASED8,2628,277-150%$2.1M$2.2M+$100.9K2026-10-14
Kelly Financial Services LLC
DECREASED8,2299,089-860-9%$2.3M$2.2M-$112.5K2026-10-20
Asempa Wealth Advisors
INCREASED8,2097,573+636+8%$1.9M$2.2M+$280.3K2026-10-07
Victory Financial Group, LLC
INCREASED8,2087,784+424+5%$2.0M$2.2M+$210.9K2026-10-27
AlphaCore Capital LLC
DECREASED8,0438,483-440-5%$2.1M$2.1M-$9.1K2026-11-04
Wagner Wealth Management, Corp
NEW7,992—+7,992——$2.1M—2026-10-20
Outlook Wealth Advisors, LLC
DECREASED7,93011,758-3,828-33%$3.0M$2.1M-$865.1K2026-10-28
Private Trust Co NA
INCREASED7,8857,837+48+1%$2.0M$2.1M+$112.0K2026-10-20
TD Waterhouse Canada Inc.
DECREASED7,8528,622-770-9%$2.1M$2.1M-$47.4K2026-10-16
First National Trust Co
DECREASED7,7899,039-1,250-14%$2.3M$2.1M-$216.6K2026-10-28
Cpwa, LLC
DECREASED7,7158,198-483-6%$2.1M$2.1M-$9.5K2026-11-04
Imc-Chicago, LLC
NEW7,516—+7,516——$2.0M—2026-11-05
Aprio Wealth Management, LLC
DECREASED7,5108,059-549-7%$2.0M$2.0M-$43.1K2026-10-28
West Wealth Group, LLC
DECREASED7,4937,744-251-3%$2.0M$2.0M+$31.5K2026-10-14
CX Institutional
DECREASED7,1938,205-1,012-12%$2.1K$1.9K-$1652026-10-02
Kaydan Wealth Management, Inc.
UNCHANGED7,1857,18500%$1.8M$1.9M+$91.0K2026-10-08
Balance Wealth Partners LLC
DECREASED7,1508,508-1,358-16%$2.1M$1.9M-$252.0K2026-10-27
SAX Wealth Advisors, LLC
DECREASED7,1407,525-385-5%$1.4M$1.9M+$526.3K2026-10-13
Clear Creek Financial Management, LLC
DECREASED7,0857,094-90%$1.8M$1.9M+$87.5K2026-10-28
True Freedom Investing, LLC
NEW7,080—+7,080——$1.9M—2026-10-29
BridgePort Financial Solutions, LLC
DECREASED7,0387,253-215-3%$1.8M$1.9M+$34.9K2026-11-02
First Citizens Bank & Trust Co
DECREASED6,9896,995-60%$1.8M$1.9M+$87.0K2026-10-14
Dagco, Inc.
INCREASED6,9426,107+835+14%$1.5M$1.8M+$298.6K2026-10-20
American Institute for Advanced Investment Management, LLP
DECREASED6,8786,929-51-1%$1.7M$1.8M+$74.3K2026-11-03
Lanark Financial, Inc.
DECREASED6,8756,878-30%$1.7M$1.8M+$86.4K2026-10-26
Americana Partners, LLC
INCREASED6,8426,840+2+0%$1.7M$1.8M+$87.2K2026-10-28
StoneX Group Inc.
INCREASED6,7882,256+4,532+201%$569.1K$1.7M+$1.1M2026-11-03
Aurora Private Wealth, Inc.
INCREASED6,7656,764+1+0%$1.7M$1.8K-$1.7M2026-10-20
Westside Investment Management, Inc.
DECREASED6,7527,007-255-4%$1.8M$1.8M+$27.6K2026-11-02
Tactive Advisors, LLC
INCREASED6,7185,133+1,585+31%$1.3M$1.8M+$484.9K2026-10-08
Maryland Capital Advisors Inc.
UNCHANGED6,6806,68000%$1.7M$1.8M+$84.6K2026-10-15
CWA Asset Management Group, LLC
UNCHANGED6,6516,65100%$1.7M$1.8M+$84.3K2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED6,6286,565+63+1%$1.7M$1.8M+$99.9K2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED6,6245,620+1,004+18%$1.4M$1.8M+$337.2K2026-10-27
Ridgeline Wealth, LLC
UNCHANGED6,6176,61700%$1.7M$1.8M+$99.8K2026-10-14
Creative Financial Designs Inc
INCREASED6,6046,048+556+9%$1.5M$1.7M+$224.0K2026-11-04
Adell Harriman & Carpenter Inc
DECREASED6,5386,788-250-4%$1.7M$1.7M+$19.8K2026-11-02
Purewater Capital LLC
DECREASED6,3936,499-106-2%$1.6M$1.7M+$54.3K2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED6,3796,238+141+2%$1.6M$1.7M+$116.4K2026-10-13
Willner & Heller, LLC
INCREASED6,3736,372+1+0%$1.6M$1.7M+$81.1K2026-10-28
Saxon Interests, Inc.
DECREASED6,3546,935-581-8%$1.7M$1.7M-$66.0K2026-10-26
Graves Light Lenhart Wealth, Inc.
UNCHANGED6,3486,34800%$1.6M$1.7M+$80.4K2026-10-09
Firethorn Wealth Partners, LLC
DECREASED6,1146,386-272-4%$1.6M$1.6M+$8.7K2026-10-14
Blue Trust, Inc.
DECREASED6,0966,539-443-7%$1.6M$1.6M-$34.5K2026-10-15
PKS Advisory Services, LLC
UNCHANGED6,0736,07300%$1.5M$1.5M$02026-10-26
Comprehensive Financial Planning, Inc.
INCREASED6,0336,032+1+0%$1.5M$1.6M+$76.7K2026-10-27
Montz Harcus Wealth Management LLC
INCREASED5,8125,811+1+0%$1.5M$1.5M+$73.9K2026-10-09
Harbor Investment Advisory, LLC
DECREASED5,8085,898-90-2%$1.5M$1.5M+$50.9K2026-10-13
Worth Asset Management, LLC
DECREASED5,7915,996-205-3%$1.5M$1.5M+$21.7K2026-10-07
Wealth Enhancement Trust Services, Inc.
DECREASED5,69432,169-26,475-82%$8.1M$1.5M-$6.6M2026-10-07
Signaturefd, LLC
INCREASED5,6825,176+506+10%$1.3M$1.5M+$199.6K2026-10-23
Chapin Davis, Inc.
DECREASED5,6755,700-250%$1.4M$1.5M+$65.6K2026-10-09
Wedbush Securities Inc
DECREASED5,6665,750-84-1%$1.5M$1.5K-$1.4M2026-10-22
Greenleaf Trust
UNCHANGED5,6575,65700%$1.4M$1.5M+$71.7K2026-10-29
Moulton Wealth Management, Inc
DECREASED5,6365,644-80%$1.4M$1.5M+$94.6K2026-10-13
MKT Advisors LLC
DECREASED5,6195,707-88-2%$1.4M$1.5M+$115.1K2026-10-20
Westwood Wealth Management
UNCHANGED5,5905,59000%$1.4M$1.5M+$70.8K2026-10-29
Pinkerton Wealth, LLC
NEW5,568—+5,568——$1.5M—2026-10-29
Ashton Thomas Securities, LLC
NEW5,529—+5,529——$1.5M—2026-10-26
Stillwater Wealth Management Group
UNCHANGED5,5285,52800%$1.4M$1.5M+$70.0K2026-10-21
Compass Financial Group, Inc. (Ohio)
DECREASED5,4297,172-1,743-24%$1.8M$1.4M-$370.9K2026-10-19
Old North State Wealth Management, LLC
INCREASED5,3935,177+216+4%$1.3M$1.4M+$123.3K2026-10-22
Granville Capital, Inc.
UNCHANGED5,3555,35500%$1.4M$1.4M+$67.9K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED5,3384,829+509+11%$1.2M$1.4M+$195.9K2026-10-13
Accredited Investors Inc.
UNCHANGED5,3075,30700%$1.3M$1.4M+$67.3K2026-11-03
WealthPlan Investment Management, LLC
DECREASED5,2955,302-70%$1.3M$1.4M+$65.3K2026-10-15
Ascentis Independent Advisors
NEW5,172—+5,172——$1.4M—2026-11-03
Prairie Advisory, LLC
INCREASED5,1702,585+2,585+100%$652.1K$1.4M+$717.6K2026-10-19
Summit Wealth Group LLC / Co
DECREASED5,1327,290-2,158-30%$1.8M$1.4M-$479.1K2026-10-29
Patriot Investment Management Group, Inc.
DECREASED5,1215,789-668-12%$1.5M$1.4M-$103.6K2026-10-15
Quadrant Private Wealth Management, LLC
NEW5,034—+5,034——$1.3M—2026-11-04
Wealthstar Advisors, LLC
DECREASED4,9985,879-881-15%$1.5M$1.3M-$159.1K2026-10-19
Courier Capital LLC
UNCHANGED4,9794,97900%$1.3M$1.3M+$63.1K2026-10-19
Triad Wealth Partners, LLC
INCREASED4,9374,903+34+1%$1.2M$1.3M+$112.9K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED4,8824,859+23+0%$1.2M$1.3M+$67.5K2026-10-30
Rede Wealth, LLC
UNCHANGED4,8684,86800%$1.2M$1.3M+$61.7K2026-10-22
Retirement Planning Group, LLC
INCREASED4,8464,736+110+2%$1.2M$1.3M+$89.2K2026-10-19
Penobscot Wealth Management
DECREASED4,8174,860-43-1%$1.2M$1.3M+$50.2K2026-10-21
Unified Investment Management
DECREASED4,8154,855-40-1%$1.2M$1.3M+$50.9K2026-10-14
Sierra Summit Advisors LLC
UNCHANGED4,8124,81200%$1.2M$1.3M+$61.0K2026-10-28
Keeler & Nadler Financial Planning & Wealth Management
DECREASED4,7836,029-1,246-21%$1.5M$1.3M-$253.5K2026-10-28
Retirement Wealth Solutions LLC
DECREASED4,7804,808-28-1%$1.2M$1.3M+$53.5K2026-10-07
Roman Butler Fullerton & Co
UNCHANGED4,7354,73500%$1.2M$1.2M+$45.1K2026-10-27
Harmony Asset Management LLC
DECREASED4,7056,498-1,793-28%$1.6M$1.2M-$392.7K2026-10-20
Mirae Asset Global Investments Co., Ltd.
NEW4,700—+4,700——$1.2M—2026-11-03
Montag A & Associates Inc
DECREASED4,6415,130-489-10%$1.3M$1.2M-$64.5K2026-10-29
Advus Financial Partners, LLC
DECREASED4,6258,192-3,567-44%$2.1M$1.2M-$841.1K2026-10-20
Northland Securities, Inc.
DECREASED4,6104,658-48-1%$1.2M$1.2M+$46.3K2026-11-02
Laurel OAK Wealth Management, LLC
UNCHANGED4,6064,60600%$1.2M$1.2M+$58.4K2026-10-19
Burns J W & Co Inc
UNCHANGED4,5604,56000%$1.2M$1.2M+$57.8K2026-10-20
Cardinal Point Capital Management ULC
DECREASED4,5514,775-224-5%$1.2M$1.2M+$1.3K2026-10-21
Univest Financial Corp
DECREASED4,5344,934-400-8%$1.2M$1.2M-$43.4K2026-11-05
M Holdings Securities, Inc.
NEW4,525—+4,525——$1.1K—2026-11-03
CrossGen Wealth, LLC
INCREASED4,4934,488+5+0%$1.1M$1.2M+$58.2K2026-10-30
Lighthouse Financial LLC
DECREASED4,4794,795-316-7%$1.2M$1.2M-$23.0K2026-10-23
Occidental Asset Management, LLC
DECREASED4,4624,482-200%$1.1M$1.2M+$51.5K2026-11-05
Stanich Group LLC
DECREASED4,4384,455-170%$1.1M$1.2M+$51.9K2026-10-16
Bison Wealth, LLC
INCREASED4,4264,185+241+6%$1.0M$1.2M+$145.5K2026-10-13
Cornerstone Wealth Group, LLC
UNCHANGED4,4174,41700%$1.1M$1.2M+$56.0K2026-11-02
JB Capital LLC
INCREASED4,3453,752+593+16%$946.3K$1.2M+$204.7K2026-10-19
Concord Wealth Partners
DECREASED4,3145,210-896-17%$1.3M$1.1M-$171.3K2026-11-02
Cooper Financial Group
DECREASED4,2724,320-48-1%$1.1M$1.1M+$42.1K2026-10-07
Orange Investment Advisors, Inc.
UNCHANGED4,2704,27000%$1.1M$1.1M+$54.1K2026-10-23
Root Financial Partners, LLC
INCREASED4,2484,170+78+2%$1.1M$1.1M+$73.5K2026-10-21
Integras Partners LLC
DECREASED4,2064,396-190-4%$1.1M$1.1M+$5.4K2026-10-30
Asset Dedication, LLC
UNCHANGED4,1874,18700%$1.1M$1.1M+$53.1K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED4,1394,135+4+0%$1.0M$1.1M+$53.5K2026-10-21
Affiance Financial, LLC
DECREASED4,1204,400-280-6%$1.1M$1.1M-$18.3K2026-10-15
Modera Wealth Management, LLC
DECREASED4,1194,275-156-4%$1.1M$1.1M+$12.9K2026-10-28
Plancorp, LLC
DECREASED4,0915,142-1,051-20%$1.3M$992.8K-$265.9K2026-11-03
Valeo Financial Advisors, LLC
UNCHANGED4,0124,01200%$1.0M$1.1M+$50.9K2026-10-08
Westover Capital Advisors, LLC
UNCHANGED4,0004,00000%$1.0M$1.1M+$50.7K2026-10-26
Argyle Capital Partners, LLC
DECREASED3,9623,963-10%$999.6K$1.0M+$50.0K2026-10-23
Schuylkill Financial LLC
INCREASED3,9593,921+38+1%$988.9K$1.0M+$59.9K2026-10-21
Accel Wealth Management
INCREASED3,9463,840+106+3%$968.6K$1.0M+$76.6K2026-10-13
Center For Asset Management LLC
INCREASED3,8681,942+1,926+99%$489.9K$1.0M+$534.8K2026-10-16
Dodds Wealth, LLC
DECREASED3,8093,851-42-1%$971.3K$1.0M+$37.5K2026-11-02
Mission Wealth Management, LP
DECREASED3,7273,939-212-5%$993.6K$987.3K-$6.3K2026-10-15
Amicus Financial Advisors, LLC
INCREASED3,6793,674+5+0%$926.7K$974.6K+$47.9K2026-11-03
Sowell Financial Services LLC
DECREASED3,6757,539-3,864-51%$1.9M$973.4K-$928.1K2026-10-23
TrueWealth Advisors, LLC
DECREASED3,5893,825-236-6%$964.7K$950.8K-$14.0K2026-10-09
Visionary Horizons, LLC
INCREASED3,5703,335+235+7%$841.3K$945.7K+$104.4K2026-10-22
Mainstream Capital Management LLC
DECREASED3,5584,515-957-21%$1.1M$942.5K-$196.3K2026-10-23
Main Street Group, LTD
INCREASED3,5483,213+335+10%$810.4K$940.0K+$129.6K2026-10-28
JFS Wealth Advisors, LLC
DECREASED3,5423,710-168-5%$935.8K$938.3K+$2.5K2026-11-03
Titleist Asset Management, LLC
INCREASED3,5352,556+979+38%$644.6K$936.3K+$291.8K2026-10-08
Wetzel Investment Advisors, Inc.
DECREASED3,5333,534-10%$891.4K$935.9K+$44.5K2026-10-13
Blvd Private Wealth, LLC
DECREASED3,5253,551-26-1%$895.7K$933.7K+$38.1K2026-10-14
Lantz Financial LLC
DECREASED3,4583,496-38-1%$881.8K$916.0K+$34.2K2026-10-15
Daymark Wealth Partners, LLC
INCREASED3,4393,438+1+0%$867.3K$910.9K+$43.7K2026-11-04
ASL Financial, LLC
UNCHANGED3,4313,43100%$865.4K$908.9K+$43.5K2026-10-15
PUREfi Wealth, LLC
INCREASED3,4122,865+547+19%$722.6K$903.8K+$181.2K2026-10-19
EverSource Wealth Advisors, LLC
DECREASED3,4093,461-52-1%$872.9K$903.0K+$30.1K2026-11-04
Correct Capital Wealth Management
UNCHANGED3,4003,40000%$857.6K$900.7K+$43.1K2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED3,3993,037+362+12%$765.9K$900.3K+$134.4K2026-10-13
Hoxton Planning & Management, LLC
INCREASED3,3683,350+18+1%$845.0K$892.2K+$47.3K2026-10-15
Howard Capital Management, LLC
INCREASED3,3613,087+274+9%$778.6K$890.3K+$111.7K2026-10-16
Cornerstone Wealth, LLC
UNCHANGED3,3463,34600%$831.3K$836.2K+$4.9K2026-10-28
Essex Bank
UNCHANGED3,3453,34500%$843.7K$886.1K+$42.3K2026-10-16
Brighton Jones LLC
INCREASED3,3162,435+881+36%$614.2K$878.4K+$264.2K2026-11-03
XML Financial, LLC
DECREASED3,3153,352-37-1%$845.5K$878.1K+$32.7K2026-10-29
LiftPoint Family Wealth Advisors LLC
DECREASED3,2994,271-972-23%$1.1M$873.9K-$203.4K2026-11-03
Avantax Planning Partners, Inc.
DECREASED3,2923,296-40%$831.4K$872.1K+$40.7K2026-11-03
Urban Wealth Management, LLC
DECREASED3,2603,405-145-4%$858.8K$863.6K+$4.7K2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED3,2593,512-253-7%$885.8K$863.4K-$22.5K2026-10-29
Old National Bancorp
UNCHANGED3,2483,24800%$819.2K$860.4K+$41.2K2026-10-20
Bedminster, LLC
DECREASED3,2383,390-152-4%$855.1K$857.7K+$2.7K2026-11-04
Interchange Capital Partners, LLC
DECREASED3,2333,284-51-2%$828.3K$856.4K+$28.1K2026-10-28
First Command Advisory Services, Inc.
INCREASED3,225216+3,009+1393%$54.4K$854.3K+$799.9K2026-11-05
Sensible Money, LLC
INCREASED3,2253,200+25+1%$807.1K$854.3K+$47.2K2026-10-20
Aspen Investment Management Inc
UNCHANGED3,2153,21500%$811$852.0K+$851.2K2026-11-05
United Capital Management of KS, Inc.
DECREASED3,2103,574-364-10%$901.4K$850.4K-$51.0K2026-11-04
Mosley Wealth Management
DECREASED3,1893,300-111-3%$832.4K$825.1K-$7.3K2026-10-16
Next Level Private LLC
UNCHANGED3,1113,11100%$784.6K$824.1K+$39.6K2026-10-20
Naples Global Advisors, LLC
UNCHANGED3,0993,09900%$781.7K$820.9K+$39.3K2026-11-05
Intrua Financial, LLC
DECREASED3,0353,375-340-10%$851.3K$804.0K-$47.3K2026-10-28
Columbia Bank
DECREASED3,0003,200-200-6%$807.1K$794.7K-$12.4K2026-10-29
Manchester Capital Management LLC
UNCHANGED2,9682,96800%$748.6K$786.2K+$37.6K2026-10-22
Sharkey, Howes & Javer
DECREASED2,9677,941-4,974-63%$2.0M$786.0K-$1.2M2026-10-22
Gerber Kawasaki Wealth & Investment Management
DECREASED2,9622,983-21-1%$752.6K$784.7K+$32.1K2026-10-29
Wespac Advisors SoCal, LLC
INCREASED2,9512,710+241+9%$683.5K$781.7K+$98.2K2026-10-13
Spectrum Planning & Advisory Services Inc.
INCREASED2,9262,912+14+0%$734.6K$775.1K+$40.5K2026-11-05
Carderock Capital Management Inc
UNCHANGED2,8752,87500%$725.2K$761.6K+$36.4K2026-10-22
Schorn Wealth LLC
UNCHANGED2,8662,86600%$722.9K$759.2K+$36.3K2026-10-14
Redw Wealth LLC
INCREASED2,8172,816+1+0%$710.3K$746.2K+$35.8K2026-11-02
Park National Corp
DECREASED2,7755,773-2,998-52%$1.5M$735.1K-$721.0K2026-10-05
Crestwood Advisors Group, LLC
UNCHANGED2,7692,76900%$698.4K$733.5K+$35.1K2026-10-27
Bensler, LLC
DECREASED2,7662,771-50%$699.0K$732.6K+$33.6K2026-11-05
Greenwood Gearhart LLC
INCREASED2,7541,744+1,010+58%$439.9K$729.5K+$289.6K2026-11-02
Michels Family Financial, LLC
DECREASED2,7342,862-128-4%$721.9K$724.3K+$2.4K2026-11-02
King Luther Capital Management Corp
UNCHANGED2,7332,73300%$689.3K$724.0K+$34.6K2026-11-05
XY Planning Network, Inc.
INCREASED2,7282,446+282+12%$617.0K$722.6K+$105.7K2026-10-14
HUB Investment Partners, LLC
INCREASED2,7202,679+41+2%$675.7K$720.5K+$44.8K2026-11-03
Kanawha Capital Management LLC
DECREASED2,6412,651-100%$668.6K$699.5K+$30.9K2026-10-19
HT Partners LLC
UNCHANGED2,6122,61200%$658.8K$691.9K+$33.1K2026-10-20
Omni 360 Wealth, Inc.
DECREASED2,6072,610-30%$658.3K$690.6K+$32.3K2026-10-13
GFS Advisors, LLC
DECREASED2,59045,680-43,090-94%$943.3K$686.0K-$257.3K2026-11-03
Samalin Investment Counsel, LLC
DECREASED2,5692,656-87-3%$670.0K$680.4K+$10.4K2026-10-23
Golden State Wealth Management, LLC
DECREASED2,5482,607-59-2%$657.6K$675.0K+$17.5K2026-11-02
Gamma Investing LLC
INCREASED2,5371,896+641+34%$478.2K$672.1K+$193.8K2026-10-08
Blue Fin Capital, Inc.
UNCHANGED2,5242,52400%$636.6K$668.6K+$32.0K2026-10-28
IFG Advisors, LLC
UNCHANGED2,5102,51000%$633.0K$664.9K+$31.9K2026-10-15
Ignite Planners, LLC
INCREASED2,4992,302+197+9%$580.6K$662.0K+$81.4K2026-10-14
Asset Advisory Group, Inc.
DECREASED2,4802,580-100-4%$650.8K$657.1K+$6.3K2026-10-20
Antonelli Financial Advisors, LLC
UNCHANGED2,4612,46100%$621.0K$652.0K+$31.0K2026-10-13
PFG Advisors
INCREASED2,4572,361+96+4%$595.5K$650.7K+$55.2K2026-10-16
Rose Capital Advisors LLC
INCREASED2,4321,480+952+64%$373.3K$644.3K+$270.9K2026-11-04
Parkside Financial Bank & Trust
UNCHANGED2,4262,42600%$611.9K$642.7K+$30.7K2026-10-27
Strategy Asset Managers LLC
DECREASED2,4232,522-99-4%$636.2K$641.9K+$5.7K2026-10-14
Shepherd Financial Partners LLC
DECREASED2,4123,032-620-20%$764.8K$638.9K-$125.8K2026-11-03
Resonant Capital Advisors, LLC
UNCHANGED2,4072,40700%$607.1K$637.6K+$30.5K2026-10-15
Cidel Asset Management Inc
UNCHANGED2,4002,40000%$605.4K$635.8K+$30.4K2026-10-29
Powell Investment Advisors, LLC
UNCHANGED2,3862,38600%$601.9K$632.2K+$30.3K2026-10-22
Center for Financial Planning, Inc.
UNCHANGED2,3842,38400%$601.3K$631.5K+$30.2K2026-10-26
Sutton Place Investors LLC
INCREASED2,3542,116+238+11%$533.7K$623.6K+$89.9K2026-10-20
Accurate Wealth Management, LLC
DECREASED2,3522,423-71-3%$606.0K$628.7K+$22.8K2026-10-20
Bailard, Inc.
UNCHANGED2,3472,34700%$592.0K$621.7K+$29.7K2026-10-13
Altfest L J & Co Inc
UNCHANGED2,3302,33000%$587.7K$617.2K+$29.5K2026-10-27
Madrid Wealth Management, LLC
DECREASED2,3252,855-530-19%$720.1K$615.9K-$104.2K2026-10-23
Facet Wealth, Inc.
INCREASED2,3022,208+94+4%$556.9K$609.8K+$52.9K2026-11-04
BIP Wealth, LLC
UNCHANGED2,2932,29300%$578.4K$607.4K+$29.1K2026-10-22
Peddock Capital Advisors, LLC
DECREASED2,2902,368-78-3%$597.3K$606.6K+$9.3K2026-10-16
Crescent Grove Advisors, LLC
UNCHANGED2,2722,27200%$573.1K$601.9K+$28.8K2026-10-21
Elevation Wealth Management LLC
INCREASED2,2642,246+18+1%$566.5K$599.8K+$33.2K2026-11-02
Accelerate Investment Advisors LLC
INCREASED2,2552,140+115+5%$539.9K$597.5K+$57.6K2026-11-02
Weaver Consulting Group
UNCHANGED2,2542,25400%$568.4K$597.0K+$28.6K2026-10-07
Warm Springs Advisors Inc.
DECREASED2,2522,312-60-3%$583.2K$596.6K+$13.4K2026-10-28
Robertson Stephens Wealth Management, LLC
DECREASED2,2362,313-77-3%$583.5K$592.2K+$8.7K2026-10-16
Independence Bank of Kentucky
DECREASED2,2292,296-67-3%$579.1K$590.5K+$11.3K2026-10-26
Signal Advisors Wealth, LLC
DECREASED2,2052,569-364-14%$647.9K$584.1K-$63.9K2026-10-13
Livet Wealth, LLC
INCREASED2,1942,193+1+0%$553.2K$581.1K+$27.9K2026-10-27
Washington Trust Bank
DECREASED2,1672,255-88-4%$568.8K$574.0K+$5.3K2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,1402,14000%$539.8K$566.9K+$27.1K2026-10-20
Garde Capital, Inc.
INCREASED2,1392,138+1+0%$539.3K$566.5K+$27.2K2026-10-29
Evolution Wealth Management Inc.
DECREASED2,1172,190-73-3%$552.4K$560.8K+$8.4K2026-10-28
Steinberganna Wealth Management
DECREASED2,1072,109-20%$531.9K$558.1K+$26.3K2026-10-23
OFS Enterprise LLC
UNCHANGED2,1002,10000%$529.7K$556.3K+$26.6K2026-10-16
Harbour Trust & Investment Management Co
DECREASED2,0872,157-70-3%$544.1K$552.8K+$8.8K2026-10-28
Eagle Wealth Advisors LLC
DECREASED2,0542,136-82-4%$538.8K$544.1K+$5.3K2026-10-20
Center for Wealth Management Advisory
UNCHANGED2,0522,05200%$517.6K$543.5K+$26.0K2026-10-23
First City Capital Management, Inc.
UNCHANGED2,0502,05000%$517.1K$543.0K+$26.0K2026-10-27
RKL Wealth Management LLC
NEW2,046—+2,046——$542.0K—2026-10-16
Jacobi Capital Management LLC
UNCHANGED2,0442,04400%$515.6K$541.5K+$25.9K2026-11-05
Cassilly Financial Group LLC
UNCHANGED2,0372,03700%$513.8K$539.6K+$25.8K2026-10-07
Acorn Wealth Advisors, LLC
DECREASED2,0352,057-22-1%$519.0K$539.2K+$20.2K2026-10-19
Transcendent Capital Group LLC
UNCHANGED2,0352,03500%$513.3K$539.1K+$25.8K2026-10-28
Sound Income Strategies, LLC
DECREASED2,0282,136-108-5%$538.8K$542.7K+$3.9K2026-10-09
Reflection Asset Management
INCREASED2,0051,841+164+9%$464.4K$531.1K+$66.8K2026-10-28
Argentarii, LLC
UNCHANGED2,0002,00000%$502.0K$529.8K+$27.8K2026-10-28
Cambridge Advisors Inc.
UNCHANGED2,0002,00000%$504.5K$529.8K+$25.3K2026-10-19
MV Capital Management, Inc.
UNCHANGED2,0002,00000%$504.5K$529.8K+$25.3K2026-10-29
Associated Banc-Corp
UNCHANGED1,9981,99800%$504.0K$529.3K+$25.3K2026-10-30
Ceera Investments, LLC
INCREASED1,9961,970+26+1%$496.9K$528.7K+$31.8K2026-11-02
Flagship Private Wealth, LLC
INCREASED1,9891,918+71+4%$483.8K$526.8K+$42.9K2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED1,9822,107-125-6%$531.4K$525.0K-$6.4K2026-10-22
Financial Solutions Advisory Group, Inc.
UNCHANGED1,9701,97000%$491.1K$494.9K+$3.9K2026-10-28
Frankly Finances, LLC
UNCHANGED1,9601,96000%$494.4K$519.2K+$24.8K2026-10-28
Madson Wealth Advisors Inc
DECREASED1,9442,098-154-7%$529.3K$514.9K-$14.4K2026-10-13
Peoples Bank
UNCHANGED1,9261,92600%$485.8K$510.2K+$24.4K2026-10-26
Venture Visionary Partners LLC
UNCHANGED1,9241,92400%$485.3K$509.7K+$24.4K2026-10-07
Marino, Stram & Associates LLC
UNCHANGED1,9071,90700%$481.0K$505.2K+$24.2K2026-10-22
Chicago Partners Investment Group LLC
DECREASED1,8792,323-444-19%$554.1K$469.6K-$84.6K2026-10-27
Key FInancial Inc
UNCHANGED1,8751,87500%$472.9K$496.7K+$23.8K2026-11-02
Yardley Wealth Management LLC
UNCHANGED1,8721,87200%$472.2K$495.9K+$23.7K2026-10-23
SteelPeak Wealth, LLC
INCREASED1,8701,776+94+5%$448.1K$495.5K+$47.4K2026-10-16
Verdence Capital Advisors LLC
UNCHANGED1,8671,86700%$470.9K$494.6K+$23.7K2026-10-26
Perryman Financial Advisory Inc
UNCHANGED1,8651,86500%$470.4K$494.0K+$23.6K2026-10-16
Hopwood Financial Services, Inc.
UNCHANGED1,8601,86000%$469.1K$492.7K+$23.6K2026-10-29
Human Investing LLC
UNCHANGED1,8341,83400%$462.6K$485.8K+$23.2K2026-10-19
Nilsine Partners, LLC
DECREASED1,8131,895-82-4%$478.0K$480.3K+$2.3K2026-11-02
3Chopt Investment Partners, LLC
UNCHANGED1,8101,81000%$456.5K$479.5K+$22.9K2026-10-30
Elco Management Co., LLC
UNCHANGED1,8001,80000%$454.0K$476.8K+$22.8K2026-10-14
Evergreen Capital Management LLC
UNCHANGED1,7871,78700%$450.7K$473.4K+$22.6K2026-10-23
Nations Financial Group Inc,
INCREASED1,7831,765+18+1%$445.2K$472.3K+$27.1K2026-11-05
Berman McAleer LLC
UNCHANGED1,7751,77500%$447.7K$470.2K+$22.5K2026-10-16
Gryphon Financial Partners LLC
UNCHANGED1,7701,77000%$446.5K$469.0K+$22.4K2026-11-04
Gradient Capital Advisors, LLC
UNCHANGED1,7601,76000%$443.9K$466.2K+$22.3K2026-10-21
Atlas Brown,Inc.
INCREASED1,7571,716+41+2%$432.9K$465.5K+$32.6K2026-10-09
A4 Wealth Advisors LLC
INCREASED1,7341,497+237+16%$377.6K$459.3K+$81.7K2026-10-20
Tiller Private Wealth, Inc.
DECREASED1,7331,931-198-10%$487.1K$459.1K-$28.0K2026-10-26
Sterling Investment Advisors LLC
DECREASED1,7041,726-22-1%$435.4K$451.6K+$16.2K2026-10-27
MMA Asset Management LLC
UNCHANGED1,6801,68000%$423.7K$445.0K+$21.3K2026-11-02
Integrated Capital Management, LLC
DECREASED1,6791,722-43-2%$434.3K$444.8K+$10.5K2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED1,676660+1,016+154%$161.1K$447.2K+$286.1K2026-11-04
Mcdonald Partners LLC
DECREASED1,6682,512-844-34%$633.7K$441.9K-$191.8K2026-11-03
Fulcrum Equity Management
DECREASED1,6552,400-745-31%$605.3K$438.4K-$166.9K2026-10-21
Fiduciary Alliance LLC
INCREASED1,6531,652+1+0%$416.8K$437.8K+$21.0K2026-10-13
Tranquility Partners, LLC
DECREASED1,6421,680-38-2%$423.7K$434.9K+$11.2K2026-10-20
Partners Wealth Management, LLC
NEW1,638—+1,638——$433.9K—2026-10-28
Confluence Wealth Services, Inc.
DECREASED1,6361,901-265-14%$479.2K$433.1K-$46.1K2026-11-05
Centurion Wealth Management LLC
DECREASED1,6361,874-238-13%$472.7K$433.4K-$39.3K2026-10-13
TD Private Client Wealth LLC
DECREASED1,6321,869-237-13%$471.5K$432.4K-$39.1K2026-10-28
Shelter Rock Management, LLC
INCREASED1,6321,627+5+0%$410.4K$442.8K+$32.4K2026-10-09
LexAurum Advisors, LLC
UNCHANGED1,6231,62300%$409.4K$430.0K+$20.6K2026-10-19
Flower City Capital
UNCHANGED1,6201,62000%$408.6K$429.1K+$20.5K2026-10-15
Adirondack Capital Advisors, LLC
UNCHANGED1,6041,60400%$404.6K$424.9K+$20.3K2026-10-09
Vontobel Holding Ltd.
DECREASED1,6002,645-1,045-40%$667.1K$423.8K-$243.3K2026-10-16
Advisors Management Group Inc
UNCHANGED1,5911,59100%$401.0K$421.0K+$20.0K2026-11-05
Zenith Solutions, Inc.
DECREASED1,5821,690-108-6%$426.2K$419.1K-$7.0K2026-10-19
LVW Advisors, LLC
DECREASED1,5601,597-37-2%$402.8K$413.2K+$10.4K2026-10-19
Narus Financial Partners, LLC
NEW1,545—+1,545——$409.3K—2026-10-19
Valtinson Bruner Financial Planning LLC
UNCHANGED1,5451,54500%$389.7K$409.3K+$19.6K2026-11-02
Midwest Heritage Bank, FSB
UNCHANGED1,5431,54300%$389.3K$408.8K+$19.6K2026-10-26
Gibson Capital, LLC
NEW1,539—+1,539——$407.7K—2026-10-23
Corrado Advisors, LLC
INCREASED1,5391,538+1+0%$388.0K$407.6K+$19.6K2026-10-27
71 West Capital Partners
UNCHANGED1,5381,53800%$387.9K$407.4K+$19.5K2026-11-04
Beacon Financial Advisory LLC
DECREASED1,5321,550-18-1%$390.9K$405.8K+$14.9K2026-10-16
Objective Capital Management, LLC
UNCHANGED1,5281,52800%$385.4K$404.8K+$19.4K2026-10-13
Polaris Investment Advisors, LLC
DECREASED1,5131,704-191-11%$429.8K$400.8K-$29.0K2026-10-20
Peak Financial Management, Inc.
INCREASED1,5001,406+94+7%$354.6K$397.5K+$42.8K2026-10-16
Altura Wealth Advisors Inc.
INCREASED1,4961,077+419+39%$271.7K$396.3K+$124.7K2026-10-22
Klingman & Associates, LLC
INCREASED1,4921,476+16+1%$372.3K$395.2K+$22.9K2026-10-20
Fiscal Wisdom Wealth Management, LLC
DECREASED1,4851,500-15-1%$378.3K$393.4K+$15.0K2026-10-16
Adkins Seale Capital Management LLC
UNCHANGED1,4551,45500%$367.0K$385.4K+$18.4K2026-10-27
Plante Moran Financial Advisors, LLC
DECREASED1,4401,680-240-14%$423.7K$381.5K-$42.3K2026-11-04
Balentine LLC
UNCHANGED1,4371,43700%$362.5K$380.7K+$18.3K2026-11-03
Third View Private Wealth, LLC
UNCHANGED1,4261,42600%$359.7K$377.7K+$18.1K2026-10-30
Willis Johnson Wealth, Inc.
DECREASED1,4211,456-35-2%$367.2K$376.4K+$9.2K2026-11-03
IVC Wealth Advisors LLC
UNCHANGED1,4201,42000%$358.2K$376.2K+$18.0K2026-10-23
YHB Investment Advisors, Inc.
UNCHANGED1,4181,41800%$357.7K$375.6K+$18.0K2026-10-08
Latitude Advisors, LLC
DECREASED1,4133,963-2,550-64%$999.6K$374.3K-$625.3K2026-10-27
Sage Mountain Advisors LLC
UNCHANGED1,4121,41200%$356.1K$374.0K+$17.9K2026-11-02
Firestone Capital Management
DECREASED1,4001,480-80-5%$373.2K$370.7K-$2.4K2026-11-03
DecisionMap Wealth Management, LLC
DECREASED1,3961,452-56-4%$366.2K$369.8K+$3.6K2026-10-29
Bell Bank
DECREASED1,3901,418-28-2%$357.7K$368.2K+$10.5K2026-10-21
Fairvoy Private Wealth, LLC
INCREASED1,3801,257+123+10%$317.1K$365.6K+$48.5K2026-10-19
Soundwatch Capital LLC
UNCHANGED1,3781,37800%$347.6K$371.7K+$24.1K2026-11-04
Beverly Hills Private Wealth, LLC
UNCHANGED1,3781,37800%$347.5K$365.0K+$17.5K2026-11-04
Bestgate Wealth Advisors, LLC
NEW1,371—+1,371——$363.2K—2026-10-13
Lynx Investment Advisory
UNCHANGED1,3681,36800%$345.1K$362.4K+$17.3K2026-10-27
Guidance Capital, Inc
UNCHANGED1,3671,36700%$331.7K$323.1K-$8.5K2026-11-03
Endeavor Private Wealth, Inc.
INCREASED1,3641,333+31+2%$336.4K$361.6K+$25.1K2026-11-05
Verum Partners LLC
INCREASED1,3531,352+1+0%$341.1K$358.3K+$17.2K2026-10-21
Tarbox Family Office, Inc.
UNCHANGED1,3481,34800%$340.0K$357.1K+$17.1K2026-10-23
Florida Trust Wealth Management Co
INCREASED1,3441,337+7+1%$337.2K$356.0K+$18.8K2026-11-05
Cahaba Wealth Management, Inc.
INCREASED1,3311,263+68+5%$318.6K$352.7K+$34.0K2026-10-26
Claro Advisors Inc.
DECREASED1,3271,471-144-10%$371.0K$351.5K-$19.5K2026-11-02
Allegheny Financial Group
INCREASED1,3251,311+14+1%$330.7K$351.1K+$20.4K2026-11-05
Wealth Quarterback LLC
DECREASED1,3231,344-21-2%$338.9K$350.4K+$11.5K2026-10-20
WealthTrust Asset Management, LLC
UNCHANGED1,3191,31900%$332.8K$349.5K+$16.8K2026-10-22
DDD Partners, LLC
UNCHANGED1,3161,31600%$331.9K$348.6K+$16.7K2026-11-02
Quadcap Wealth Management, LLC
DECREASED1,3041,314-10-1%$331.4K$345.4K+$14.0K2026-11-02
Synergy Asset Management, LLC
DECREASED1,3001,604-304-19%$404.6K$344.4K-$60.2K2026-11-05
Uptick Partners, LLC
DECREASED1,2961,502-206-14%$378.9K$343.4K-$35.6K2026-11-04
Stevens Capital Partners
INCREASED1,2911,284+7+1%$324.0K$341.9K+$17.9K2026-10-29
St. Louis Trust Co
UNCHANGED1,2901,29000%$294.6K$341.7K+$47.1K2026-11-03
Balboa Wealth Partners
DECREASED1,2885,508-4,220-77%$1.4M$341.2K-$1.0M2026-10-20
Apeiron RIA LLC
DECREASED1,2851,441-156-11%$363.5K$342.9K-$20.6K2026-10-08
Mascagni Wealth Management, Inc.
UNCHANGED1,2841,28400%$323.9K$340.1K+$16.3K2026-10-23
E6 Portfolios, LLC
UNCHANGED1,2751,27500%$321.6K$337.7K+$16.2K2026-10-26
Waldron Private Wealth LLC
UNCHANGED1,2721,27200%$320.8K$337.0K+$16.1K2026-11-02
Portus Wealth Advisors, LLC
UNCHANGED1,2601,26000%$317.8K$333.8K+$16.0K2026-10-13
Everhart Financial Group, Inc.
UNCHANGED1,2491,24900%$315.1K$330.9K+$15.9K2026-10-08
Kelly Financial Group LLC
DECREASED1,2481,249-10%$315.0K$330.6K+$15.6K2026-10-16
Griffin Asset Management, Inc.
UNCHANGED1,2451,24500%$314.0K$329.8K+$15.8K2026-10-22
Heritage OAK Wealth Advisors LLC
INCREASED1,2441,180+64+5%$297.6K$329.5K+$31.9K2026-10-14
Patten Group, Inc.
UNCHANGED1,2381,23800%$312.3K$327.9K+$15.7K2026-10-26
JGP Wealth Management, LLC
INCREASED1,2231,215+8+1%$306.6K$324.1K+$17.5K2026-10-13
Ddfg, Inc
UNCHANGED1,2221,22200%$308.3K$323.7K+$15.5K2026-10-15
DSG Capital Advisors, LLC
UNCHANGED1,2201,22000%$302.8K$323.2K+$20.4K2026-11-05
Forum Financial Management, LP
DECREASED1,2191,318-99-8%$332.4K$323.0K-$9.4K2026-10-16
Parkshore Wealth Management, Inc.
UNCHANGED1,2041,20400%$303.8K$319.0K+$15.3K2026-10-13
Shade Tree Advisors LLC
NEW1,200—+1,200——$317.9K—2026-10-22
Paragon Capital Management Ltd
UNCHANGED1,2001,20000%$302.7K$317.9K+$15.2K2026-10-09
Mesirow Financial Investment Management, Inc.
UNCHANGED1,2001,20000%$302.7K$317.9K+$15.2K2026-11-05
Wealth Effects LLC
UNCHANGED1,2001,20000%$302.7K$317.9K+$15.2K2026-10-23
Wincap Financial LLC
UNCHANGED1,2001,20000%$302.7K$317.9K+$15.2K2026-10-20
Omega Financial Group, LLC
UNCHANGED1,1981,19800%$302.2K$317.3K+$15.2K2026-10-29
Caliber Wealth Management, LLC / KS
DECREASED1,1971,498-301-20%$377.8K$317.1K-$60.8K2026-11-04
Redstone Wealth Management, LLC
DECREASED1,1921,283-91-7%$323.6K$315.8K-$7.9K2026-10-20
Larson Financial Group LLC
DECREASED1,1891,199-10-1%$302.5K$315.1K+$12.6K2026-11-05
RCS Financial Planning, LLC
DECREASED1,1861,274-88-7%$321.3K$314.1K-$7.3K2026-10-14
Evanson Financial, LLC
UNCHANGED1,1801,18000%$297.6K$312.6K+$15.0K2026-10-23
BNC Wealth Management, LLC
UNCHANGED1,1731,17300%$295.9K$310.7K+$14.9K2026-10-19
MSH Capital Advisors LLC
UNCHANGED1,1681,16800%$294.6K$309.4K+$14.8K2026-11-03
Central Trust Co
DECREASED1,1621,207-45-4%$304.4K$307.8K+$3.4K2026-11-05
Oak Asset Management, LLC
INCREASED1,1601,120+40+4%$282.5K$307.3K+$24.8K2026-10-13
KTF Investments, LLC
UNCHANGED1,1601,16000%$292.6K$307.3K+$14.7K2026-10-23
Legacy Wealth Partners, LLC
UNCHANGED1,1511,15100%$290.3K$304.9K+$14.6K2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED1,1501,15000%$290.1K$304.6K+$14.6K2026-11-03
Total Clarity Wealth Management, Inc.
UNCHANGED1,1451,14500%$288.8K$303.3K+$14.5K2026-10-26
One Day In July LLC
UNCHANGED1,1441,14400%$288.6K$303.0K+$14.5K2026-10-30
Frederick Financial Consultants, LLC
UNCHANGED1,1361,13600%$286.5K$300.9K+$14.4K2026-10-29
Seven Mile Advisory
UNCHANGED1,1211,12100%$282.8K$297.0K+$14.2K2026-10-22
Clarus Group, Inc.
UNCHANGED1,1201,12000%$282.5K$296.7K+$14.2K2026-10-21
Jackson Square Capital, LLC
INCREASED1,1191,058+61+6%$266.9K$296.4K+$29.6K2026-10-19
Rockland Trust Co
UNCHANGED1,1161,11600%$281.5K$295.6K+$14.1K2026-10-05
Broussard Financial Group LLC
DECREASED1,1151,117-20%$281.7K$295.4K+$13.6K2026-10-26
Fulton Breakefield Broenniman LLC
UNCHANGED1,1001,10000%$277.5K$291.4K+$13.9K2026-11-03
Cascade Investment Group, Inc.
UNCHANGED1,1001,10000%$277.5K$291.4K+$13.9K2026-10-13
Live Oak Investment Partners
DECREASED1,0901,112-22-2%$280.5K$288.7K+$8.3K2026-10-23
Taylor Financial Group, Inc.
UNCHANGED1,0881,08800%$274.4K$288.2K+$13.8K2026-11-02
Aspiriant, LLC
UNCHANGED1,0811,08100%$272.8K$286.6K+$13.8K2026-10-16
Capital Advantage, Inc.
INCREASED1,080863+217+25%$217.6K$286.0K+$68.4K2026-10-14
NTV Asset Management LLC
UNCHANGED1,0761,07600%$271.4K$285.0K+$13.6K2026-10-23
Waystone Advisors LLC
UNCHANGED1,0751,07500%$271.1K$271.1K$02026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW1,074—+1,074——$284.4K—2026-10-27
Wealth Management Partners, LLC
UNCHANGED1,0721,07200%$270.4K$284.0K+$13.6K2026-10-21
Leo Wealth, LLC
NEW1,070—+1,070——$283.5K—2026-10-26
Sigma Investment Counselors Inc
UNCHANGED1,0661,06600%$268.9K$282.4K+$13.5K2026-10-27
Milestone Asset Management, LLC
UNCHANGED1,0661,06600%$268.9K$282.4K+$13.5K2026-10-15
RHS Financial, LLC
INCREASED1,0621,039+23+2%$262.1K$281.3K+$19.3K2026-10-13
Galvin, Gaustad & Stein, LLC
UNCHANGED1,0501,05000%$264.8K$278.1K+$13.3K2026-10-08
Almanack Investment Partners, Llc.
UNCHANGED1,0401,04000%$262.3K$275.5K+$13.2K2026-11-03
Evergreen Advisors, LLC
UNCHANGED1,0381,03800%$261.8K$275.0K+$13.2K2026-10-28
Opinicus Capital, Inc.
UNCHANGED1,0381,03800%$261.7K$274.9K+$13.2K2026-10-28
Quantum Financial Partners LLC
INCREASED1,027970+57+6%$244.7K$272.1K+$27.4K2026-10-19
Hobart Private Capital, LLC
DECREASED1,0251,036-11-1%$261.3K$271.5K+$10.2K2026-10-19
Zullo Investment Group, Inc.
INCREASED1,0181,017+1+0%$256.7K$269.7K+$12.9K2026-10-20
First Bancorp, Inc
UNCHANGED1,0101,01000%$254.8K$267.5K+$12.8K2026-10-26
Angeles Wealth Management, LLC
UNCHANGED1,0071,00700%$253.9K$266.7K+$12.8K2026-10-26
Mather Group, Llc.
INCREASED1,003403+600+149%$101.6K$265.7K+$164.1K2026-10-14
Compass Financial Management LLC
INCREASED1,003983+20+2%$247.9K$265.6K+$17.7K2026-10-30
Midwest Capital Advisors, LLC
DECREASED1,0021,129-127-11%$284.7K$265.4K-$19.3K2026-11-04
Succession Financial, Inc.
UNCHANGED1,0001,00000%$252.2K$264.9K+$12.7K2026-10-14
Websterrogers Financial Advisors, LLC
UNCHANGED1,0001,00000%$252.2K$264.9K+$12.7K2026-11-02
Washington Trust Co
UNCHANGED99799700%$251.5K$264.1K+$12.6K2026-10-22
Advisor OS, LLC
DECREASED9941,139-145-13%$287.3K$263.3K-$24.0K2026-11-03
Guidance Point Advisors, LLC
DECREASED9921,166-174-15%$294.3K$263.0K-$31.3K2026-10-15
Armstrong Advisory Group, Inc
INCREASED984959+25+3%$241.9K$260.7K+$18.8K2026-10-09
Finer Wealth Management, Inc.
UNCHANGED98498400%$248.2K$260.7K+$12.5K2026-10-16
Powers Advisory Group, LLC
UNCHANGED97597500%$245.9K$258.3K+$12.4K2026-10-14
Destiny Capital Corp
DECREASED952984-32-3%$248.2K$252.2K+$4.0K2026-11-03
Hurley Capital, LLC
UNCHANGED93793700%$236.4K$248.2K+$11.9K2026-11-05
Dutch Asset Corp
UNCHANGED92792700%$233.8K$245.6K+$11.7K2026-10-20
Athena Wealth Management, LLC
DECREASED919942-23-2%$237.6K$243.5K+$5.9K2026-10-09
Tannin Capital LLC
DECREASED911920-9-1%$232.1K$241.3K+$9.3K2026-11-05
Ndwm LLC
DECREASED9071,045-138-13%$263.6K$240.3K-$23.3K2026-11-05
Simon Quick Advisors, LLC
UNCHANGED90790700%$228.7K$240.2K+$11.5K2026-10-26
Verus Capital Partners, LLC
DECREASED906926-20-2%$233.6K$240.0K+$6.4K2026-11-03
Pathway Financial Advisors LLC
UNCHANGED89689600%$218.2K$237.4K+$19.2K2026-10-07
Novem Group
DECREASED893904-11-1%$227.9K$236.5K+$8.5K2026-10-19
Planned Solutions, Inc.
NEW890—+890——$235.8K—2026-10-19
GGM Financial LLC
INCREASED890863+27+3%$217.7K$235.8K+$18.1K2026-11-05
Selective Wealth Management, Inc.
UNCHANGED89089000%$212.8K$230.2K+$17.4K2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED88988900%$224.2K$235.5K+$11.3K2026-10-15
Fonville Wealth Management LLC
UNCHANGED88088000%$222.0K$233.1K+$11.1K2026-10-28
Journey Advisory Group, LLC
UNCHANGED87087000%$219.4K$230.5K+$11.0K2026-11-04
FF Advisors,LLC
UNCHANGED86786700%$218.7K$229.7K+$11.0K2026-10-21
Arlington Capital Management Inc
UNCHANGED86386300%$217.7K$228.6K+$10.9K2026-10-30
Independent Wealth Network Inc.
NEW856—+856——$226.8K—2026-10-19
United Asset Strategies, Inc.
UNCHANGED85085000%$214.4K$225.2K+$10.8K2026-10-28
Invera Wealth Advisors, LLC
UNCHANGED85085000%$214.4K$225.2K+$10.8K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED84784700%$213.6K$224.4K+$10.7K2026-10-23
Flynn Zito Capital Management, LLC
UNCHANGED84484400%$212.9K$223.6K+$10.7K2026-11-04
First County Bank
UNCHANGED84184100%$212.1K$222.8K+$10.7K2026-10-13
Eagle Harbor Asset Management Inc
NEW838—+838——$222.0K—2026-10-21
Global Assets Advisory, LLC
NEW837—+837——$227.0K—2026-10-28
Gilbert Capital Group, Inc.
UNCHANGED83483400%$210.4K$220.9K+$10.6K2026-10-28
SYM Financial Corp
UNCHANGED83383300%$210.1K$220.7K+$10.6K2026-10-26
Palacios Wealth Management, LLC
NEW831—+831——$220.1K—2026-11-04
Peachtree Investment Partners, LLC
UNCHANGED82982900%$209.0K$219.5K+$10.5K2026-11-05
Hartford Financial Management Inc.
UNCHANGED82382300%$207.6K$218.0K+$10.4K2026-10-21
Nadler Financial Group, Inc.
UNCHANGED82082000%$206.8K$217.2K+$10.4K2026-10-23
Hutchens & Kramer Investment Management Group, LLC
DECREASED8181,116-298-27%$281.5K$216.7K-$64.8K2026-10-16
Chemistry Wealth Management LLC
DECREASED818875-57-7%$220.7K$216.7K-$4.0K2026-10-16
Sima Wealth Partners, LLC
DECREASED816850-34-4%$214.4K$216.2K+$1.8K2026-10-19
Cornell Pochily Investment Advisors, Inc.
UNCHANGED81681600%$205.8K$216.2K+$10.3K2026-10-19
Richardson Capital Management LLC
UNCHANGED81581500%$205.6K$215.9K+$10.3K2026-10-23
Total Investment Management Inc
NEW812—+812——$215.1K—2026-10-22
Wealth Group Ltd
UNCHANGED81281200%$204.8K$219.0K+$14.2K2026-10-07
Private Wealth Partners, LLC
UNCHANGED81081000%$204.3K$214.6K+$10.3K2026-10-22
AMG National Trust Bank
UNCHANGED80080000%$201.8K$211.9K+$10.1K2026-11-05
Welch & Forbes LLC
UNCHANGED80080000%$201.8K$211.9K+$10.1K2026-11-04
Praetorian Wealth Management, Inc.
UNCHANGED80080000%$201.8K$211.9K+$10.1K2026-10-16
Legacy Advisors, LLC
UNCHANGED80080000%$201.8K$211.9K+$10.1K2026-10-19
Bank Pictet & Cie (Europe) AG
UNCHANGED80080000%$201.8K$211.9K+$10.1K2026-10-20
True Private Wealth Advisors
NEW777—+777——$205.8K—2026-10-19
RFG Holdings, Inc.
NEW773—+773——$204.8K—2026-10-30
Hudson Capital Management LLC
NEW772—+772——$204.5K—2026-10-20
Hurlow Wealth Management Group, Inc.
NEW756—+756——$200.3K—2026-10-29
River Street Advisors LLC
DECREASED742882-140-16%$222.5K$196.6K-$25.9K2026-10-22
Physician Wealth Advisors, Inc.
DECREASED741747-6-1%$188.5K$196.4K+$7.9K2026-10-20
Caldwell Trust Co
UNCHANGED73373300%$184.9K$194.2K+$9.3K2026-10-30
TrustBank
NEW700—+700——$185.4K—2026-10-20
Transce3nd, LLC
NEW666—+666——$171.2K—2026-10-26
Provident Wealth Management, LLC
DECREASED6661,616-950-59%$407.6K$176.4K-$231.2K2026-10-20
Buck Wealth Strategies, LLC
DECREASED6572,557-1,900-74%$645.0K$174.0K-$470.9K2026-10-28
American National Bank & Trust
UNCHANGED65565500%$165.2K$173.5K+$8.3K2026-10-07
Adirondack Trust Co
UNCHANGED65465400%$165.0K$173.2K+$8.3K2026-10-14
Cape Investment Advisory, Inc.
INCREASED624382+242+63%$96.4K$165.3K+$68.9K2026-10-13
Townsend Asset Management Corp
UNCHANGED61561500%$155.1K$162.9K+$7.8K2026-10-29
Burkett Financial Services, LLC
UNCHANGED60560500%$152.6K$160.3K+$7.7K2026-10-01
Align Financial, LLC
UNCHANGED60060000%$151.3K$158.9K+$7.6K2026-10-16
MTM Investment Management, LLC
UNCHANGED60060000%$151.3K$158.9K+$7.6K2026-10-30
Davis Capital Management
DECREASED563573-10-2%$144.5K$149.1K+$4.6K2026-10-08
Elevate Wealth Advisory, Inc
UNCHANGED54554500%$137.5K$144.4K+$6.9K2026-10-29
CKW Financial Group
UNCHANGED54054000%$134$144+$102026-10-29
Nfsg Corp
UNCHANGED51051000%$128.7K$135.1K+$6.5K2026-10-15
Newton One Investments LLC
UNCHANGED47947900%$120.7K$126.8K+$6.1K2026-10-14
MeadowBrook Investment Advisors LLC
UNCHANGED46546500%$117.3K$115.8K-$1.5K2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED45245200%$114.0K$119.7K+$5.7K2026-10-23
Heritage Family Offices, LLP
NEW445—+445——$117.9K—2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED43543500%$109.6K$115.1K+$5.5K2026-10-26
Goodman Advisory Group, LLC
NEW408—+408——$108.1K—2026-11-02
First Community Trust NA
UNCHANGED40040000%$100.9K$106.0K+$5.1K2026-10-07
West Paces Advisors Inc.
UNCHANGED40040000%$100.9K$106.0K+$5.1K2026-10-13
Biltmore Family Office, LLC
UNCHANGED40040000%$100.9K$106.0K+$5.1K2026-11-03
BankChampaign, National Association
UNCHANGED40040000%$100.9K$106.0K+$5.1K2026-10-19
Hamilton Point Investment Advisors, LLC
UNCHANGED38638600%$97.4K$102.3K+$4.9K2026-11-03
Nova Financial LLC
NEW371—+371——$98.3K—2026-11-04
Bokf, NA
UNCHANGED36436400%$91.8K$96.4K+$4.6K2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED36136100%$91.1K$95.6K+$4.6K2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED35235200%$88.8K$93.2K+$4.5K2026-10-13
Cordgrass Capital Advisors, LLC
UNCHANGED34434400%$86.8K$91.1K+$4.4K2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED33533500%$84.5K$88.7K+$4.2K2026-10-15
Realta Investment Advisors
DECREASED322335-13-4%$84.5K$85.3K+$8012026-10-14
Turtle Creek Wealth Advisors, LLC
UNCHANGED30830800%$77.7K$81.6K+$3.9K2026-10-15
Lodestone Wealth Management LLC
UNCHANGED29429400%$74.2K$77.9K+$3.7K2026-10-14
Bay Harbor Wealth Management, LLC
UNCHANGED29129100%$73.5K$77.2K+$3.7K2026-11-03
Clark Wealth Partners
DECREASED284293-9-3%$73.9K$75.2K+$1.3K2026-10-19
Lloyd Advisory Services, Llc.
UNCHANGED27927900%$70.3K$73.9K+$3.5K2026-11-02
Team Financial Group, LLC
NEW254—+254——$67.4K—2026-10-30
GoalVest Advisory LLC
DECREASED250270-20-7%$68.1K$66.2K-$1.9K2026-10-02
Highline Wealth Partners LLC
INCREASED235157+78+50%$39.6K$62.3K+$22.7K2026-10-19
SJS Investment Consulting Inc.
UNCHANGED23523500%$59.3K$62.3K+$3.0K2026-10-26
Grove Bank & Trust
UNCHANGED21821800%$55.0K$57.7K+$2.8K2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED217219-2-1%$55.2K$57.5K+$2.2K2026-10-27
Financial Consulate, Inc
UNCHANGED20720700%$52.2K$54.8K+$2.6K2026-10-23
Beacon Financial Strategies Corp
UNCHANGED20520500%$51.7K$54.3K+$2.6K2026-10-14
Hoey Investments, Inc
UNCHANGED19019000%$47.9K$50.3K+$2.4K2026-10-29
Citizens National Bank Trust Department
UNCHANGED17017000%$42.9K$45.0K+$2.2K2026-11-04
Kingdom Financial Group Llc.
UNCHANGED16016000%$40.4K$42.4K+$2.0K2026-11-04
Bangor Savings Bank
UNCHANGED15815800%$39.9K$41.9K+$2.0K2026-10-06
Harbor Asset Planning, Inc.
UNCHANGED15615600%$39.5K$41.4K+$2.0K2026-10-23
Tompkins Financial Corp
UNCHANGED15215200%$38.3K$40.3K+$1.9K2026-10-05
Global Trust Asset Management, LLC
UNCHANGED15015000%$37.8K$39.7K+$1.9K2026-10-19
Sofi Wealth, LLC
DECREASED143167-24-14%$42.0K$37.8K-$4.3K2026-10-27
Triumph Capital Management
UNCHANGED14314300%$36.1K$38.0K+$1.8K2026-10-14
Bell Investment Advisors, Inc
UNCHANGED14314300%$36.1K$37.9K+$1.8K2026-10-29
Activest Wealth Management
UNCHANGED14014000%$35.3K$37.1K+$1.8K2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED13613600%$33.5K$35.8K+$2.3K2026-10-29
Monetary Solutions, Ltd
UNCHANGED13013000%$32.8K$34.4K+$1.6K2026-10-22
Woodard & Co Asset Management Group Inc
NEW129—+129——$34.1K—2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED12112100%$30.5K$32.1K+$1.5K2026-10-21
EPG Wealth Management LLC
DECREASED119126-7-6%$31.8K$31.5K-$2582026-11-03
WestEnd Advisors, LLC
NEW116—+116——$30.7K—2026-10-27
Go Invest LLC
UNCHANGED11311300%$28.5K$30.0K+$1.5K2026-10-09
Rosenberg Matthew Hamilton
UNCHANGED959500%$24.0K$25.2K+$1.2K2026-10-05
Armor Investment Advisors, LLC
UNCHANGED929200%$23.2K$24.4K+$1.2K2026-10-27
Country Trust Bank
INCREASED9030+60+200%$7.6K$23.8K+$16.3K2026-10-30
Thompson Investment Management, Inc.
UNCHANGED828200%$20.7K$21.7K+$1.0K2026-10-14
Elevated Capital Advisors, LLC
DECREASED771,666-1,589-95%$420.3K$20.4K-$399.9K2026-11-04
Joseph Group Capital Management
UNCHANGED757500%$18.9K$19.9K+$9512026-11-04
NorthAvenue LLC
UNCHANGED676700%$16.9K$17.8K+$8502026-10-29
Archer Investment Corp
DECREASED62396-334-84%$99.9K$16.5K-$83.5K2026-11-05
West Branch Capital LLC
UNCHANGED606000%$15.1K$15.9K+$7602026-10-20
Trust Co of Vermont
UNCHANGED595900%$14.9K$15.6K+$7472026-10-21
Birch Financial Group, LLC
NEW55—+55——$14.5K—2026-10-27
City Holding Co
UNCHANGED505000%$12.6K$13.2K+$6332026-10-19
Investors Research Corp
UNCHANGED464600%$11.6K$12.2K+$5822026-10-07
Elevation Wealth Partners, LLC
UNCHANGED454500%$11.4K$11.9K+$5702026-10-07
Albion Financial Group
UNCHANGED393900%$9.8K$10.3K+$4952026-10-21
IFS Advisors, LLC
NEW37—+37——$9.8K—2026-10-14
NBT Bank, N.A.
UNCHANGED363600%$9.1K$9.5K+$4562026-10-21
Signature Equity Partners, LLC
NEW33—+33——$8.7K—2026-10-29
Abound Wealth Management
UNCHANGED252500%$6.3K$6.6K+$3172026-10-26
Advocate Investing Services LLC
UNCHANGED232300%$5.8K$6.1K+$2922026-10-26
Hanson & Doremus Investment Management
UNCHANGED222200%$6$6$02026-10-16
Raleigh Capital Management Inc.
UNCHANGED212100%$5.3K$5.6K+$2692026-10-28
Roxbury Financial LLC
UNCHANGED191900%$4.8K$5.0K+$2422026-10-01
Strategic Advocates LLC
UNCHANGED191900%$4.8K$5.0K+$2412026-11-03
Creative Capital Management Investments LLC
NEW17—+17——$4.5K—2026-10-28
Vima LLC
UNCHANGED161600%$4.0K$4.2K+$2022026-10-23
Chapman Financial Group, LLC
UNCHANGED131300%$3.3K$3.4K+$1652026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED131300%$3.3K$3.4K+$1652026-10-23
GK Wealth Management LLC
NEW10—+10——$2.7K—2026-10-09
Indiana Trust & Investment Management Co
UNCHANGED9900%$2.3K$2.4K+$1142026-10-22
Alta Capital Management LLC/
NEW8—+8——$2.1K—2026-10-26
Toth Financial Advisory Corp
NEW8—+8——$2.1K—2026-10-08
Costello Asset Management, Inc
UNCHANGED7700%$1.8K$1.9K+$892026-10-30
First Horizon Corp
UNCHANGED7700%$1.8K$1.9K+$882026-10-26
Oakworth Capital, Inc.
UNCHANGED7700%$1.7K$1.9K+$1132026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED4400%$1.0K$1.1K+$512026-10-23
United Financial Planning Group LLC
UNCHANGED4400%$1.0K$1.1K+$512026-11-04
Valley National Advisers Inc
UNCHANGED4400%$1.0K$1.1K+$512026-10-23
Viewpoint Capital Management LLC
NEW2—+2——$530—2026-10-27
Axxcess Wealth Management, LLC
CLOSED0206,739-206,739-100%$52.1M$0-$52.1M2026-10-21
Inscription Capital, LLC
CLOSED018,570-18,570-100%$4.7M$0-$4.7M2026-11-02
Virtue Capital Management, LLC
CLOSED011,808-11,808-100%$3.0M$0-$3.0M2026-10-29
Lane Brothers & Co Inc
CLOSED04,683-4,683-100%$1.2M$0-$1.2M2026-11-02
Private Client Services, LLC
CLOSED04,595-4,595-100%$1.2M$0-$1.2M2026-10-02
World Equity Group, Inc.
CLOSED03,386-3,386-100%$854.2K$0-$854.2K2026-10-14
TBH Global Asset Management, LLC
CLOSED03,128-3,128-100%$789.0K$0-$789.0K2026-11-03
Scarborough Advisors, LLC
CLOSED02,610-2,610-100%$639.7K$0-$639.7K2026-10-16
Sierra Ocean, LLC
CLOSED01,946-1,946-100%$490.8K$0-$490.8K2026-11-03
Doliver Advisors, LP
CLOSED01,909-1,909-100%$481.5K$0-$481.5K2026-10-01
Lifestyle Asset Management, Inc.
CLOSED01,420-1,420-100%$358.2K$0-$358.2K2026-10-20
KPP Advisory Services LLC
CLOSED01,182-1,182-100%$298.0K$0-$298.0K2026-10-26
Financial Management Professionals, Inc.
CLOSED01,133-1,133-100%$285.8K$0-$285.8K2026-10-23
Focused Alpha, LLC
CLOSED01,116-1,116-100%$281.5K$0-$281.5K2026-10-20
WealthCare Asset Management, LLC
CLOSED01,084-1,084-100%$273.5K$0-$273.5K2026-10-26
Simplicity Wealth,LLC
CLOSED01,080-1,080-100%$272.4K$0-$272.4K2026-10-23
InTrack Investment Management Inc
CLOSED0983-983-100%$247.9K$0-$247.9K2026-10-15
Burns Matteson Capital Management, LLC
CLOSED0960-960-100%$242.2K$0-$242.2K2026-10-16
White Lighthouse Investment Management Inc.
CLOSED0947-947-100%$238.9K$0-$238.9K2026-10-21
Three Magnolias Financial Advisors, LLC
CLOSED0875-875-100%$220.7K$0-$220.7K2026-10-14
Presilium Private Wealth, LLC
CLOSED0828-828-100%$208.8K$0-$208.8K2026-10-26
Cathy Pareto & Associates, Inc
CLOSED0811-811-100%$204.6K$0-$204.6K2026-10-15
Goelzer Investment Management, Inc.
CLOSED0800-800-100%$201.8K$0-$201.8K2026-10-16
Tucker Asset Management LLC
CLOSED0657-657-100%$165.7K$0-$165.7K2026-10-29
Salem Investment Counselors Inc
CLOSED0650-650-100%$164.0K$0-$164.0K2026-10-13
Wells Financial Advisors Inc
CLOSED0625-625-100%$157.6K$0-$157.6K2026-11-02
LifeSteps Financial, Inc.
CLOSED0520-520-100%$131.2K$0-$131.2K2026-10-15
Founders Capital Management
CLOSED0490-490-100%$123.6K$0-$123.6K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0475-475-100%$119.8K$0-$119.8K2026-10-14
Stone House Investment Management, LLC
CLOSED0462-462-100%$116.4K$0-$116.4K2026-10-23
Cornerstone Planning Group LLC
CLOSED0345-345-100%$84.0K$0-$84.0K2026-10-16
MCF Advisors LLC
CLOSED0312-312-100%$78.7K$0-$78.7K2026-10-28
Downshift Financial, LLC
CLOSED0186-186-100%$46.9K$0-$46.9K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED0168-168-100%$42.4K$0-$42.4K2026-10-26
Tsfg, LLC
CLOSED0164-164-100%$41.0K$0-$41.0K2026-10-23
Pacifica Partners Inc.
CLOSED0100-100-100%$24.3K$0-$24.3K2026-10-09
Cedar Mountain Advisors, LLC
CLOSED065-65-100%$16.4K$0-$16.4K2026-10-15
Gen-Wealth Partners Inc
CLOSED049-49-100%$12.4K$0-$12.4K2026-11-04
Bfsg, LLC
CLOSED045-45-100%$11.4K$0-$11.4K2026-10-30
Morgan Stanley
N/A—4,965,507-4,965,507-100%$1.3B———
Pgim Custom Harvest LLC
N/A—4,549,815-4,549,815-100%$1.1B———
Bank of America Corp
N/A—3,434,260-3,434,260-100%$866.2M———
LPL Financial LLC
N/A—3,035,854-3,035,854-100%$765.7M———
UBS Group AG
N/A—1,727,967-1,727,967-100%$435.8M———
Wells Fargo & Company
N/A—1,482,795-1,482,795-100%$374.0M———
Raymond James Financial Inc
N/A—1,435,567-1,435,567-100%$362.1M———
Envestnet Asset Management Inc
N/A—1,352,659-1,352,659-100%$341.2M———
JPMorgan Chase & Co
N/A—1,337,767-1,337,767-100%$329.4M———
Schroder Investment Management Group
N/A—1,261,481-1,261,481-100%$310.6M———
RiverFront Investment Group, LLC
N/A—1,043,122-1,043,122-100%$263.1M———
Royal Bank of Canada
N/A—922,417-922,417-100%$232.7M———
Manufacturers Life Insurance Company, the
N/A—795,221-795,221-100%$200.6M———
HSBC Holdings PLC
N/A—794,128-794,128-100%$200.3M———
FIL Ltd
N/A—787,551-787,551-100%$198.6M———
Osaic Holdings, Inc.
N/A—638,240-638,240-100%$161.0M———
Ameriprise Financial Inc
N/A—593,207-593,207-100%$149.6M———
Cetera Investment Advisers
N/A—462,996-462,996-100%$116.8M———
Captrust Financial Advisors
N/A—394,966-394,966-100%$99.6M———
Portfolio Strategies, Inc.
N/A—392,227-392,227-100%$98.9M———
Goldman Sachs Group Inc
N/A—389,496-389,496-100%$98.2M———
PNC Financial Services Group, Inc.
N/A—372,361-372,361-100%$93.9M———
HighTower Advisors, LLC
N/A—334,262-334,262-100%$84.3M———
Focus Partners Wealth
N/A—328,689-328,689-100%$82.9M———
United Capital Financial Advisors, LLC
N/A—319,172-319,172-100%$80.6M———
Dynasty Wealth Management, LLC
N/A—300,880-300,880-100%$75.9M———
Jones Financial Companies Lllp
N/A—300,558-300,558-100%$72.1M———
Rockefeller Capital Management L.P.
N/A—293,418-293,418-100%$74.0M———
MML Investors Services, LLC
N/A—288,268-288,268-100%$72.7M———
Two Sigma Investments, LP
N/A—282,300-282,300-100%$71.2M———
Northwestern Mutual Wealth Management Co
N/A—259,001-259,001-100%$65.3M———
Atlas Legacy Advisors, LLC
N/A—246,172-246,172-100%$61.8M———
Sanctuary Advisors, LLC
N/A—241,829-241,829-100%$61.0M———
Stifel Financial Corp
N/A—233,713-233,713-100%$59.0M———
BlackRock, Inc.
N/A—224,115-224,115-100%$56.5M———
Parker Investment Management, LLC
N/A—204,468-204,468-100%$51.6M———
Janney Montgomery Scott LLC
N/A—203,626-203,626-100%$51.4M———
NewEdge Advisors, LLC
N/A—180,228-180,228-100%$45.5M———
OneDigital Investment Advisors LLC
N/A—173,863-173,863-100%$43.9M———
Stratos Wealth Partners, Ltd.
N/A—152,728-152,728-100%$38.5M———
Commerce Bank
N/A—145,376-145,376-100%$36.7M———
Equitable Holdings, Inc.
N/A—126,439-126,439-100%$31.9M———
Mariner, LLC
N/A—102,615-102,615-100%$25.8M———
Stillwater Capital Advisors, LLC
N/A—100,052-100,052-100%$25.2M———
FMR LLC
N/A—97,559-97,559-100%$24.6M———
Cerity Partners LLC
N/A—97,544-97,544-100%$24.6M———
Integrated Wealth Concepts LLC
N/A—95,969-95,969-100%$24.2M———
Private Advisor Group, LLC
N/A—93,125-93,125-100%$23.5M———
Advisory Services Network, LLC
N/A—91,702-91,702-100%$23.1M———
Perennial Investment Advisors, LLC
N/A—91,197-91,197-100%$23.0M———
Bank of Montreal
N/A—90,781-90,781-100%$22.9M———
HC Advisors, LLC
N/A—87,053-87,053-100%$22.0M———
Mendel Capital Management LLC
N/A—84,767-84,767-100%$21.4M———
Merit Financial Group, LLC
N/A—83,644-83,644-100%$21.1M———
Arax Advisory Partners
N/A—82,347-82,347-100%$20.8M———
Migdal Insurance & Financial Holdings Ltd.
N/A—80,582-80,582-100%$20.3M———
Macro Advisors, Inc.
N/A—77,817-77,817-100%$19.6M———
Atlantic Union Bankshares Corp
N/A—72,794-72,794-100%$18.4M———
WCG Wealth Advisors LLC
N/A—72,429-72,429-100%$18.3M———
National Bank of Canada
N/A—70,286-70,286-100%$17.7M———
Camarda Financial Advisors, LLC
N/A—65,684-65,684-100%$16.6M———
Mercer Global Advisors Inc
N/A—64,058-64,058-100%$16.2M———
Rollins Financial Advisors, LLC
N/A—63,934-63,934-100%$16.1M———
Huntington National Bank
N/A—63,790-63,790-100%$16.1M———
Johnson Investment Counsel Inc
N/A—62,336-62,336-100%$15.7M———
Pathstone Holdings, LLC
N/A—58,678-58,678-100%$14.8M———
&partners
N/A—57,592-57,592-100%$14.4M———
MAI Capital Management
N/A—56,352-56,352-100%$14.2M———
M&T Bank Corp
N/A—55,378-55,378-100%$14.0M———
CIBC Bancorp USA Inc.
N/A—54,690-54,690-100%$13.8M———
Stonebridge Financial Planning Group, LLC
N/A—54,362-54,362-100%$13.7M———
Quantinno Capital Management LP
N/A—51,863-51,863-100%$13.1M———
Steward Partners Investment Advisory, LLC
N/A—50,749-50,749-100%$12.8M———
Cresset Asset Management, LLC
N/A—49,210-49,210-100%$12.4M———
Bleakley Financial Group, LLC
N/A—45,878-45,878-100%$11.6M———
IHT Wealth Management, LLC
N/A—45,383-45,383-100%$11.4M———
BBR Partners, LLC
N/A—43,189-43,189-100%$10.9M———
Bartlett & Co. Wealth Management LLC
N/A—42,796-42,796-100%$10.8M———
Kickstand Ventures, Llc.
N/A—42,688-42,688-100%$10.8M———
Federation des caisses Desjardins du Quebec
N/A—42,123-42,123-100%$10.6M———
One Wealth Advisors, LLC
N/A—40,648-40,648-100%$10.3M———
Scotia Capital Inc.
N/A—40,341-40,341-100%$10.2M———
Northern Trust Corp
N/A—40,124-40,124-100%$10.1M———
Baird Financial Group, Inc.
N/A—39,370-39,370-100%$9.9M———
Simmons Bank
N/A—38,347-38,347-100%$9.7M———
Keebeck Wealth Management
N/A—37,163-37,163-100%$9.4M———
Harbour Investments, Inc.
N/A—36,919-36,919-100%$9.3M———
Prostatis Group LLC
N/A—36,208-36,208-100%$9.1M———
Cary Street Partners Financial LLC
N/A—35,517-35,517-100%$9.0M———
EP Wealth Advisors, LLC
N/A—34,871-34,871-100%$8.8M———
IEQ Capital, LLC
N/A—32,935-32,935-100%$8.3M———
Staley Capital Advisers Inc
N/A—32,810-32,810-100%$8.3M———
Valor Advisors LLC
N/A—32,477-32,477-100%$8.2M———
Empirical Asset Management, LLC
N/A—32,446-32,446-100%$8.2M———
Pettyjohn, Wood & White, Inc
N/A—30,220-30,220-100%$7.6M———
1832 Asset Management L.P.
N/A—29,900-29,900-100%$7.5M———
SSI Investment Management LLC
N/A—29,758-29,758-100%$7.5M———
Blair William & Co
N/A—29,713-29,713-100%$7.5M———
Runnymede Capital Advisors, Inc.
N/A—28,930-28,930-100%$7.3M———
Liberty Wealth Management LLC
N/A—28,877-28,877-100%$5.2M———
Envestnet Portfolio Solutions, Inc.
N/A—28,858-28,858-100%$7.3M———
Jaffetilchin Investment Partners, LLC
N/A—28,734-28,734-100%$7.2M———
AQR Capital Management LLC
N/A—28,645-28,645-100%$7.2M———
Ameritas Advisory Services, LLC
N/A—28,600-28,600-100%$7.2M———
Brown Advisory Inc
N/A—27,803-27,803-100%$7.0M———
Quotient Wealth Partners, LLC
N/A—27,770-27,770-100%$7.0M———
Valmark Advisers, Inc.
N/A—27,663-27,663-100%$7.0M———
Natixis Advisors, LLC
N/A—27,455-27,455-100%$6.9M———
Kayne Anderson Rudnick Investment Management LLC
N/A—27,387-27,387-100%$6.9M———
First National Bank of Omaha
N/A—26,870-26,870-100%$6.6M———
Stephens Inc
N/A—26,560-26,560-100%$6.7M———
AdvisorShares Investments LLC
N/A—26,393-26,393-100%$6.7M———
CreativeOne Wealth, LLC
N/A—26,370-26,370-100%$6.7M———
MA Private Wealth
N/A—26,280-26,280-100%$6.6M———
Financial Freedom, LLC
N/A—26,237-26,237-100%$6.6M———
Ethos Financial Group, LLC
N/A—25,895-25,895-100%$6.5M———
Ciovacco Capital Management LLC
N/A—25,866-25,866-100%$6.5M———
XTX Topco Ltd
N/A—24,569-24,569-100%$6.2M———
USA Financial Formulas
N/A—24,341-24,341-100%$6.1M———
Money Concepts Capital Corp
N/A—23,780-23,780-100%$6.0M———
Geneos Wealth Management Inc.
N/A—23,080-23,080-100%$5.8M———
Rathbones Group PLC
N/A—22,596-22,596-100%$5.7M———
IFG Advisory, LLC
N/A—22,264-22,264-100%$5.6M———
O'shaughnessy Asset Management, LLC
N/A—21,013-21,013-100%$5.3M———
Foundations Investment Advisors, LLC
N/A—20,894-20,894-100%$5.3M———
Arkadios Wealth Advisors
N/A—20,475-20,475-100%$5.2M———
CIBC World Market Inc.
N/A—20,377-20,377-100%$5.1M———
Counterweight Ventures, LLC
N/A—19,807-19,807-100%$5.0M———
Beacon Pointe Advisors, LLC
N/A—19,325-19,325-100%$4.9M———
Global Retirement Partners, LLC
N/A—19,322-19,322-100%$4.9M———
Mutual Advisors, LLC
N/A—19,027-19,027-100%$4.8M———
Peapack Gladstone Financial Corp
N/A—18,839-18,839-100%$4.8M———
Snowden Capital Advisors LLC
N/A—18,113-18,113-100%$4.6M———
Stock Yards Bank & Trust Co
N/A—17,793-17,793-100%$4.5M———
Caprock Group, LLC
N/A—17,783-17,783-100%$4.5M———
Flow Traders U.S. LLC
N/A—17,158-17,158-100%$4.3M———
Centaurus Financial, Inc.
N/A—16,861-16,861-100%$4.3M———
Western Wealth Management, LLC
N/A—16,799-16,799-100%$4.2M———
Haverford Trust Co
N/A—16,784-16,784-100%$4.2M———
Wallace Hart LLC
N/A—16,531-16,531-100%$4.2M———
Focus Partners Advisor Solutions, LLC
N/A—16,530-16,530-100%$4.2M———
Cahill Financial Advisors Inc
N/A—16,375-16,375-100%$4.1M———
Wealthspire Advisors, LLC
N/A—16,263-16,263-100%$4.1M———
BFC Planning, Inc.
N/A—16,114-16,114-100%$4.1M———
Tyche Wealth Partners LLC
N/A—16,055-16,055-100%$4.0M———
Arete Wealth Advisors, LLC
N/A—16,036-16,036-100%$4.0M———
First Manhattan Co. Llc.
N/A—15,903-15,903-100%$4.0M———
Gotham Asset Management, LLC
N/A—15,766-15,766-100%$4.0M———
Teucrium Investment Advisors, LLC
N/A—15,760-15,760-100%$4.0M———
Icon Wealth Advisors, LLC
N/A—15,600-15,600-100%$3.9M———
Regal Investment Advisors LLC
N/A—15,520-15,520-100%$3.9M———
Wealth Alliance, LLC
N/A—15,443-15,443-100%$3.9M———
Waverly Advisors, LLC
N/A—15,411-15,411-100%$3.9M———
CacheTech Inc.
N/A—15,323-15,323-100%$3.9M———
Adams Wealth Management
N/A—15,323-15,323-100%$3.9M———
Mmbg Investment Advisors Co.
N/A—14,991-14,991-100%$3.8M———
Second Half Financial Partners, LLC
N/A—14,955-14,955-100%$3.8M———
EWA, LLC
N/A—14,579-14,579-100%$3.7M———
Daybright Advisory Services, Inc.
N/A—14,506-14,506-100%$3.5M———
Trustmark Bank Trust Department
N/A—14,395-14,395-100%$3.6M———
Stonebridge Financial Group, LLC
N/A—14,238-14,238-100%$3.6M———
Savant Capital, LLC
N/A—13,333-13,333-100%$3.4M———
Silver OAK Securities, Incorporated
N/A—13,332-13,332-100%$3.4M———
Earned Wealth Advisors, LLC
N/A—13,317-13,317-100%$3.4M———
Waddell & Associates, LLC
N/A—13,316-13,316-100%$3.4M———
EQ LLC
N/A—13,310-13,310-100%$3.4M———
Conservest Capital Advisors, Inc.
N/A—13,284-13,284-100%$3.4M———
Condor Capital Management
N/A—13,282-13,282-100%$3.4M———
PFG Investments, LLC
N/A—13,082-13,082-100%$3.3M———
UBS Asset Management Americas LLC
N/A—12,624-12,624-100%$3.2M———
LRI Investments, LLC
N/A—12,465-12,465-100%$3.1M———
Concorde Asset Management, LLC
N/A—12,266-12,266-100%$3.1M———
Nuveen, LLC
N/A—12,159-12,159-100%$3.1M———
AE Wealth Management LLC
N/A—12,024-12,024-100%$3.0M———
Amundi
N/A—11,907-11,907-100%$3.0M———
Principal Securities, Inc.
N/A—11,858-11,858-100%$3.0M———
KKM Financial LLC
N/A—11,857-11,857-100%$3.0M———
Benjamin Edwards Inc
N/A—11,855-11,855-100%$3.0M———
Allworth Financial LP
N/A—11,740-11,740-100%$3.0M———
Bragg Financial Advisors, Inc
N/A—11,615-11,615-100%$2.9M———
Nwam LLC
N/A—11,542-11,542-100%$2.9M———
Mayflower Financial Advisors, LLC
N/A—11,542-11,542-100%$2.9M———
NorthRock Partners, LLC
N/A—11,188-11,188-100%$2.8M———
Aptus Capital Advisors, LLC
N/A—11,098-11,098-100%$2.8M———
Steelhead Wealth Management LLC
N/A—10,929-10,929-100%$2.8M———
Nova Wealth Management, Inc.
N/A—10,601-10,601-100%$2.7M———
Moneta Group Investment Advisors LLC
N/A—10,480-10,480-100%$2.6M———
Coastal Bridge Advisors, LLC
N/A—10,410-10,410-100%$2.6M———
NCM Capital Management, LLC
N/A—10,359-10,359-100%$2.6M———
Wealthspire Retirement, LLC
N/A—10,059-10,059-100%$2.5M———
Kovack Advisors, Inc.
N/A—9,955-9,955-100%$2.5M———
Riverview Capital Advisers, LLC
N/A—9,834-9,834-100%$1.1M———
Westbourne Investments, Inc.
N/A—9,618-9,618-100%$2.4M———
Meridian Management Co
N/A—9,200-9,200-100%$2.3M———
RWA Wealth Partners, LLC
N/A—9,146-9,146-100%$2.3M———
Investment Advisory Group, LLC
N/A—8,822-8,822-100%$2.2M———
Samara Investment Management, LLC
N/A—8,757-8,757-100%$2.2M———
Advisory Alpha, LLC
N/A—8,609-8,609-100%$2.2M———
HRT Financial LP
N/A—8,606-8,606-100%$2.2M———
Allied Private Wealth LLC
N/A—8,538-8,538-100%$2.1M———
Boston Family Office LLC
N/A—8,500-8,500-100%$2.1M———
Freestone Capital Holdings, LLC
N/A—8,379-8,379-100%$2.1M———
Modern Wealth Management, LLC
N/A—8,372-8,372-100%$2.1M———
Franklin Resources Inc
N/A—8,334-8,334-100%$2.1M———
Intrepid Financial Planning Group LLC
N/A—8,198-8,198-100%$2.1M———
Meridian Wealth Advisors, LLC
N/A—8,051-8,051-100%$2.0M———
Bawa N Mallick Trust
N/A—8,000-8,000-100%$2.0M———
Pallas Capital Advisors LLC
N/A—7,917-7,917-100%$2.0M———
QRG Capital Management, Inc.
N/A—7,866-7,866-100%$2.0M———
NewEdge Wealth, LLC
N/A—7,847-7,847-100%$2.0M———
Navellier & Associates Inc
N/A—7,835-7,835-100%$2.0M———
World Investment Advisors
N/A—7,825-7,825-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—7,629-7,629-100%$1.9M———
Kiley Juergens Wealth Management, LLC
N/A—7,509-7,509-100%$1.9M———
Moors & Cabot, Inc.
N/A—7,495-7,495-100%$1.9M———
Stratos Investment Management, LLC
N/A—7,250-7,250-100%$1.8M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—7,243-7,243-100%$1.8M———
Curi Capital, LLC
N/A—7,108-7,108-100%$1.8M———
Pinnacle Financial Partners, Inc.
N/A—7,035-7,035-100%$1.8M———
Insigneo Advisory Services, LLC
N/A—6,797-6,797-100%$1.7M———
First Western Trust Bank
N/A—6,700-6,700-100%$1.7M———
Olde Wealth Management, LLC
N/A—6,667-6,667-100%$1.7M———
Empowered Funds, LLC
N/A—6,632-6,632-100%$1.7M———
Brooktree Capital Management
N/A—6,476-6,476-100%$1.6M———
M3 Advisory Group, LLC
N/A—6,462-6,462-100%$1.6M———
Zhang Financial LLC
N/A—6,454-6,454-100%$1.6M———
Two Sigma Securities, LLC
N/A—6,385-6,385-100%$1.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,352-6,352-100%$1.6M———
Summit Financial, LLC
N/A—6,324-6,324-100%$1.6M———
Berkeley Capital Partners, LLC
N/A—6,280-6,280-100%$1.6M———
Essex Financial Services, Inc.
N/A—6,254-6,254-100%$1.6M———
Ibex Wealth Advisors
N/A—6,234-6,234-100%$1.6M———
SEI Investments Co
N/A—6,161-6,161-100%$1.6M———
Lavaca Capital LLC
N/A—6,059-6,059-100%$1.5M———
Petix & Botte Co
N/A—5,758-5,758-100%$1.5M———
Invictus Private Wealth, LLC
N/A—5,749-5,749-100%$1.5M———
Clearstead Advisors, LLC
N/A—5,731-5,731-100%$1.4M———
Tradition Wealth Management, LLC
N/A—5,596-5,596-100%$1.4M———
Beacon Bridge Wealth Partners, LLC
N/A—5,595-5,595-100%$1.4M———
Hudson Portfolio Management LLC
N/A—5,575-5,575-100%$1.4M———
Shared Vision Wealth Group LLC
N/A—5,574-5,574-100%$1.4M———
HighPoint Advisor Group LLC
N/A—5,563-5,563-100%$1.4M———
Savvy Advisors, Inc.
N/A—5,426-5,426-100%$1.4M———
Fortis Group Advisors, LLC
N/A—5,390-5,390-100%$1.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,315-5,315-100%$1.3M———
Russell Investments Group, Ltd.
N/A—5,278-5,278-100%$1.3M———
Symphony Financial Services, Inc.
N/A—5,270-5,270-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—5,250-5,250-100%$1.3M———
KM Capital Management Ltd.
N/A—5,206-5,206-100%$1.3M———
Palumbo Wealth Management LLC
N/A—5,200-5,200-100%$1.3M———
Strategic Financial Concepts, LLC
N/A—5,167-5,167-100%$1.3M———
Yukon Wealth Management, Inc.
N/A—5,152-5,152-100%$1.3M———
Capital Analysts, LLC
N/A—5,096-5,096-100%$1.3M———
Qube Research & Technologies Ltd
N/A—5,087-5,087-100%$1.3M———
Dakota Wealth Management
N/A—5,075-5,075-100%$1.3M———
Advyzon Investment Management, LLC
N/A—5,031-5,031-100%$1.3M———
Choate Investment Advisors
N/A—4,950-4,950-100%$1.2M———
FAS Wealth Partners, Inc.
N/A—4,864-4,864-100%$1.2M———
Smartleaf Asset Management LLC
N/A—4,731-4,731-100%$1.2M———
Schnieders Capital Management, Llc.
N/A—4,712-4,712-100%$1.2M———
BNP Paribas Financial Markets
N/A—4,710-4,710-100%$1.2M———
Glenmede Trust Co NA
N/A—4,684-4,684-100%$1.2M———
Westmount Partners, LLC
N/A—4,530-4,530-100%$1.1M———
Tudor Investment Corp ET AL
N/A—4,485-4,485-100%$1.1M———
N.E.W. Advisory Services LLC
N/A—4,459-4,459-100%$1.1M———
Vestmark Advisory Solutions, Inc.
N/A—4,435-4,435-100%$1.1M———
Sequoia Financial Advisors, LLC
N/A—4,418-4,418-100%$1.1M———
Presidio Capital Management, LLC
N/A—4,343-4,343-100%$1.1M———
Financial Engines Advisors L.L.C.
N/A—4,329-4,329-100%$1.1M———
Lakeridge Wealth Management LLC
N/A—4,323-4,323-100%$1.1M———
Warner Financial, Inc
N/A—4,313-4,313-100%$1.1M———
Nicolet Bankshares Inc
N/A—4,227-4,227-100%$1.0M———
Signet Private Wealth LLC
N/A—4,227-4,227-100%$1.1M———
Harvest Investment Services, LLC
N/A—4,218-4,218-100%$1.1M———
Neuberger Berman Group LLC
N/A—4,174-4,174-100%$1.1M———
Spinnaker Trust
N/A—4,148-4,148-100%$1.0M———
Advance Capital Management, Inc.
N/A—4,137-4,137-100%$1.0M———
RIK Saylor Financial, Inc.
N/A—4,079-4,079-100%$1.0M———
Invesco Ltd.
N/A—3,998-3,998-100%$1.0M———
Gladstone Institutional Advisory LLC
N/A—3,922-3,922-100%$989.3K———
Great Valley Advisor Group, Inc.
N/A—3,865-3,865-100%$975.3K———
Family Manage LLC
N/A—3,860-3,860-100%$973.6K———
Ausdal Financial Partners, Inc.
N/A—3,756-3,756-100%$947.3K———
Prudent Investors Network, Inc.
N/A—3,715-3,715-100%$937.0K———
Davis Wealth Advisors, LLC
N/A—3,703-3,703-100%$933.8K———
Hilltop Partners LLC
N/A—3,694-3,694-100%$931.8K———
Kingsview Wealth Management, LLC
N/A—3,619-3,619-100%$912.9K———
Evolve Private Wealth, LLC
N/A—3,619-3,619-100%$912.8K———
Susquehanna International Group, LLP
N/A—3,483-3,483-100%$878.5K———
Astoria Portfolio Advisors Llc.
N/A—3,455-3,455-100%$871.5K———
Oxinas Partners, LLC
N/A—3,430-3,430-100%$865.2K———
Avalon Trust Co
N/A—3,396-3,396-100%$856.6K———
Coldstream Capital Management Inc
N/A—3,369-3,369-100%$849.7K———
Nikulski Financial, Inc.
N/A—3,360-3,360-100%$847.4K———
Moment Partners, LLC
N/A—3,339-3,339-100%$842.2K———
Diversified Trust Co
N/A—3,225-3,225-100%$813.4K———
Hilltop Holdings Inc.
N/A—3,160-3,160-100%$797.0K———
Ancora Advisors LLCA
N/A—3,149-3,149-100%$794.3K———
Bradley Foster & Sargent Inc
N/A—3,099-3,099-100%$781.7K———
Fiduciary Group, LLC
N/A—3,044-3,044-100%$767.8K———
Tobias Financial Advisors, Inc.
N/A—3,025-3,025-100%$763.0K———
Flputnam Investment Management Co
N/A—2,998-2,998-100%$719.1K———
Canal Capital Management, LLC
N/A—2,985-2,985-100%$753.0K———
Maridea Wealth Management LLC
N/A—2,921-2,921-100%$736.8K———
Paces Ferry Wealth Advisors, LLC
N/A—2,892-2,892-100%$729.4K———
Chesapeake Wealth Management
N/A—2,892-2,892-100%$729.4K———
Godfrey Financial Associates, Inc.
N/A—2,850-2,850-100%$718.9K———
Kesler, Norman & Wride, LLC
N/A—2,836-2,836-100%$715.3K———
Cambria Investment Management, L.P.
N/A—2,807-2,807-100%$708.0K———
Asset Management Group, Inc.
N/A—2,770-2,770-100%$698.7K———
Empower Advisory Group, LLC
N/A—2,724-2,724-100%$687.1K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,700-2,700-100%$681.0K———
Jackson Wealth Management, LLC
N/A—2,666-2,666-100%$672.0K———
CVA Family Office, LLC
N/A—2,635-2,635-100%$664.6K———
Legacy Financial Advisors, Inc.
N/A—2,607-2,607-100%$657.6K———
Smith, Moore & Co.
N/A—2,600-2,600-100%$655.8K———
Ameriflex Group, Inc.
N/A—2,588-2,588-100%$652.9K———
Founders Financial Alliance, LLC
N/A—2,575-2,575-100%$649.6K———
Leavell Investment Management, Inc.
N/A—2,570-2,570-100%$648.3K———
Thoroughbred Financial Services, LLC
N/A—2,532-2,532-100%$638.0K———
Beaird Harris Wealth Management, LLC
N/A—2,505-2,505-100%$631.8K———
Fisher Asset Management, LLC
N/A—2,501-2,501-100%$631.0K———
Advisors Capital Management, LLC
N/A—2,489-2,489-100%$627.8K———
Ranch Capital Advisors Inc.
N/A—2,400-2,400-100%$605.4K———
Clark Capital Management Group, Inc.
N/A—2,393-2,393-100%$603.5K———
Inspire Advisors, LLC
N/A—2,385-2,385-100%$601.2K———
SCS Capital Management LLC
N/A—2,370-2,370-100%$597.8K———
Main Street Financial Solutions, LLC
N/A—2,368-2,368-100%$597.4K———
Transcend Capital Advisors, LLC
N/A—2,360-2,360-100%$595.2K———
Tilson Financial Group, Inc.
N/A—2,338-2,338-100%$589.8K———
Westfuller Advisors, LLC
N/A—2,330-2,330-100%$587.8K———
Stonebrook Private Inc.
N/A—2,307-2,307-100%$581.9K———
Wealthgarden F.S. LLC
N/A—2,298-2,298-100%$579.6K———
Garrison Point Advisors, LLC
N/A—2,290-2,290-100%$577.6K———
New Insight Wealth Advisors
N/A—2,237-2,237-100%$564.2K———
D. E. Shaw & Co., Inc.
N/A—2,232-2,232-100%$563.0K———
One Charles Private Wealth Services, LLC
N/A—2,224-2,224-100%$561.0K———
Strathmore Capital Advisors, Inc.
N/A—2,222-2,222-100%$543.2K———
WealthShield Partners, LLC
N/A—2,212-2,212-100%$557.9K———
BOK Financial Private Wealth, Inc.
N/A—2,200-2,200-100%$554.9K———
JT Stratford LLC
N/A—2,200-2,200-100%$554.9K———
AlTi Global, Inc.
N/A—2,166-2,166-100%$546.3K———
Vision Retirement, LLC
N/A—2,142-2,142-100%$540.4K———
Silicon Valley Capital Partners
N/A—2,107-2,107-100%$531.6K———
Marex Group Ltd
N/A—2,088-2,088-100%$526.7K———
D L Carlson Investment Group Inc
N/A—2,088-2,088-100%$526.7K———
Cary Street Partners Investment Advisory LLC
N/A—2,029-2,029-100%$511.8K———
FPC Investment Advisory, Inc.
N/A—2,003-2,003-100%$479.2K———
Rialto Wealth Management, LLC
N/A—2,000-2,000-100%$504.5K———
Resolute Wealth Strategies, LLC
N/A—1,952-1,952-100%$492.3K———
Dover Advisors, LLC
N/A—1,950-1,950-100%$389.4K———
Guardian Wealth Advisors, LLC / NC
N/A—1,946-1,946-100%$490.9K———
Baldwin Investment Management, LLC
N/A—1,930-1,930-100%$486.8K———
Colonial Trust Co / SC
N/A—1,920-1,920-100%$484.3K———
Keystone Financial Services
N/A—1,920-1,920-100%$484.2K———
DF Dent & Co Inc
N/A—1,910-1,910-100%$481.8K———
Level Four Advisory Services, LLC
N/A—1,909-1,909-100%$481.7K———
Baker Avenue Asset Management, LP
N/A—1,901-1,901-100%$479.5K———
V2 Financial group LLC
N/A—1,900-1,900-100%$479.2K———
Daviman Financial, LLC
N/A—1,899-1,899-100%$479.0K———
Novak & Powell Financial Services, Inc.
N/A—1,894-1,894-100%$477.8K———
Resolute Capital, LLC
N/A—1,885-1,885-100%$475.3K———
SOA Wealth Advisors, Llc.
N/A—1,876-1,876-100%$473.1K———
GWN Securities Inc.
N/A—1,872-1,872-100%$472.1K———
Roble, Belko & Company, Inc
N/A—1,835-1,835-100%$463.0K———
Townsquare Capital LLC
N/A—1,821-1,821-100%$459.3K———
EFG International AG
N/A—1,820-1,820-100%$459.1K———
Bessemer Group Inc
N/A—1,818-1,818-100%$459.0K———
Peak Planning Group, LLC
N/A—1,814-1,814-100%$457.5K———
Brookwood Investment Group LLC
N/A—1,807-1,807-100%$455.7K———
Composition Wealth, LLC
N/A—1,802-1,802-100%$454.5K———
Widmann Financial Services, Inc.
N/A—1,800-1,800-100%$454.0K———
Granite Bay Wealth Management, LLC
N/A—1,800-1,800-100%$454.0K———
Bravera Wealth
N/A—1,796-1,796-100%$453.0K———
Bluespring Wealth Management, LLC
N/A—1,792-1,792-100%$452.0K———
Planning Directions Inc
N/A—1,786-1,786-100%$450.5K———
Pennington Partners & Co., LLC
N/A—1,782-1,782-100%$449.5K———
Betterment LLC
N/A—1,776-1,776-100%$448.0K———
One Capital Management, LLC
N/A—1,765-1,765-100%$320.2K———
Resolute Wealth Advisor, Inc.
N/A—1,748-1,748-100%$317.1K———
Storen Legacy Partners, LLC
N/A—1,729-1,729-100%$436.1K———
HBK Sorce Advisory LLC
N/A—1,726-1,726-100%$433.8K———
Mandatum Life Insurance Co Ltd
N/A—1,722-1,722-100%$434.3K———
Alliancebernstein L.P.
N/A—1,713-1,713-100%$310.8K———
Marco Investment Management LLC
N/A—1,700-1,700-100%$428.8K———
Madden Advisory Services, Inc.
N/A—1,683-1,683-100%$424.5K———
Strategic Wealth Partners, Ltd.
N/A—1,673-1,673-100%$422.1K———
Independent Advisor Alliance
N/A—1,670-1,670-100%$421.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,657-1,657-100%$418.0K———
Harborfront Financial Group LLC
N/A—1,656-1,656-100%$417.6K———
Chatterton & Associates Inc.
N/A—1,649-1,649-100%$411.1K———
HM Payson & Co
N/A—1,640-1,640-100%$413.7K———
Vident Advisory, LLC
N/A—1,631-1,631-100%$411.5K———
Sequent Planning LLC
N/A—1,609-1,609-100%$405.8K———
Financial Gravity Companies, Inc.
N/A—1,564-1,564-100%$394.5K———
Balyasny Asset Management L.P.
N/A—1,560-1,560-100%$393.5K———
Xcelsior Advisor Partners LLC
N/A—1,549-1,549-100%$390.7K———
First American Trust, FSB
N/A—1,538-1,538-100%$387.9K———
Curtis Wealth Management LLC
N/A—1,537-1,537-100%$387.7K———
Belpointe Asset Management LLC
N/A—1,535-1,535-100%$387.2K———
Everpar Advisors LLC
N/A—1,534-1,534-100%$386.9K———
Campion Asset Management
N/A—1,530-1,530-100%$385.9K———
Bonfire Financial
N/A—1,511-1,511-100%$381.1K———
5T Wealth, LLC
N/A—1,496-1,496-100%$377.4K———
Summit Wealth Group, LLC
N/A—1,495-1,495-100%$377.1K———
Anchor Investment Management, LLC
N/A—1,479-1,479-100%$372.9K———
HHM Wealth Advisors, LLC
N/A—1,475-1,475-100%$372.0K———
Resources Management Corp
N/A—1,470-1,470-100%$370.8K———
Rothschild Wealth LLC
N/A—1,470-1,470-100%$370.7K———
BlackDiamond Wealth Management, LLC
N/A—1,445-1,445-100%$364.7K———
Werba Rubin Papier Wealth Management
N/A—1,433-1,433-100%$361.4K———
White Pine Capital LLC
N/A—1,432-1,432-100%$361.2K———
Financial Advisors Network, Inc.
N/A—1,420-1,420-100%$358.2K———
Insight 2811, Inc.
N/A—1,410-1,410-100%$355.6K———
Cozad Asset Management Inc
N/A—1,390-1,390-100%$350.6K———
Ironwood Investment Counsel, LLC
N/A—1,388-1,388-100%$350.1K———
Snowwater Investment Partners, LLC
N/A—1,343-1,343-100%$338.8K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,340-1,340-100%$338.0K———
Theory Financial LLC
N/A—1,316-1,316-100%$331.9K———
Venturi Wealth Management, LLC
N/A—1,316-1,316-100%$331.9K———
Seneca House Advisors
N/A—1,308-1,308-100%$329.9K———
First Financial Bankshares Inc
N/A—1,278-1,278-100%$322.4K———
Sfmg, LLC
N/A—1,261-1,261-100%$318.0K———
FCA Corp
N/A—1,238-1,238-100%$312.3K———
Panoramic Investment Advisors, LLC
N/A—1,236-1,236-100%$311.9K———
Potentia Wealth
N/A—1,232-1,232-100%$310.8K———
River Wealth Advisors LLC
N/A—1,217-1,217-100%$307.0K———
Whittier Trust Co
N/A—1,206-1,206-100%$298.3K———
Oxford Financial Group, Ltd. LLC
N/A—1,200-1,200-100%$302.7K———
Legacy Financial Group LLC
N/A—1,168-1,168-100%$294.6K———
Capstone Financial Advisors, Inc.
N/A—1,159-1,159-100%$292.3K———
Cedar Wealth Management, LLC
N/A—1,155-1,155-100%$291.3K———
Pitcairn Wealth Advisors LLC
N/A—1,150-1,150-100%$290.1K———
Klcm Advisors, Inc.
N/A—1,145-1,145-100%$288.7K———
Quantbot Technologies LP
N/A—1,134-1,134-100%$286.0K———
Stratos Wealth Advisors, LLC
N/A—1,119-1,119-100%$282.3K———
Fort Sheridan Advisors LLC
N/A—1,118-1,118-100%$282.0K———
Three Cord True Wealth Management, LLC
N/A—1,115-1,115-100%$281.2K———
First Trust Advisors LP
N/A—1,109-1,109-100%$279.6K———
Croban
N/A—1,098-1,098-100%$276.9K———
Bedel Financial Consulting, Inc.
N/A—1,091-1,091-100%$275.2K———
GW&K Investment Management, LLC
N/A—1,081-1,081-100%$273.0K———
DV Trading LLC
N/A—1,061-1,061-100%$267.6K———
Koss-Olinger Consulting, LLC
N/A—1,050-1,050-100%$264.9K———
Zacks Investment Management
N/A—1,027-1,027-100%$259.0K———
American Trust
N/A—1,016-1,016-100%$256.3K———
Bank of Nova Scotia Trust Co
N/A—1,011-1,011-100%$255.0K———
Ground Swell Capital, LLC
N/A—1,001-1,001-100%$252.5K———
Aldebaran Financial Inc.
N/A—978-978-100%$246.7K———
IAG Wealth Partners, LLC
N/A—978-978-100%$246.7K———
Athena Investment Management
N/A—960-960-100%$242.1K———
Clearwater Capital Advisors, LLC
N/A—945-945-100%$238.4K———
Caitlin John, LLC
N/A—942-942-100%$237.6K———
Pacific SUN Financial Corp
N/A—940-940-100%$237.1K———
Novus Advisors, LLC
N/A—936-936-100%$236.1K———
Advisors Preferred, LLC
N/A—934-934-100%$227.4K———
Sound View Wealth Advisors Group, LLC
N/A—921-921-100%$232.3K———
Drucker Wealth 3.0, LLC
N/A—921-921-100%$232.5K———
Blalock Williams, LLC
N/A—919-919-100%$231.8K———
Hexagon Capital Partners LLC
N/A—900-900-100%$227.0K———
Pure Financial Advisors, LLC
N/A—887-887-100%$223.8K———
Round Rock Advisors LLC
N/A—883-883-100%$222.7K———
Banco Santander, S.A.
N/A—848-848-100%$213.9K———
Colonial Trust Advisors
N/A—818-818-100%$206.3K———
Summit Trail Advisors, LLC
N/A—816-816-100%$205.8K———
Zevin Asset Management LLC
N/A—816-816-100%$205.8K———
Magnolia Capital Advisors LLC
N/A—802-802-100%$202.3K———
Peninsula Asset Management Inc
N/A—800-800-100%$201.8K———
Evercore Wealth Management, LLC
N/A—800-800-100%$201.8K———
Dock Street Asset Management Inc
N/A—800-800-100%$201.8K———
Capital Advisors Inc
N/A—800-800-100%$201.8K———
New Republic Capital, LLC
N/A—764-764-100%$192.7K———
Whittier Trust Co of Nevada Inc
N/A—748-748-100%$182.0K———
Vanguard National Trust Co
N/A—724-724-100%$182.6K———
Regatta Research & Money Management
N/A—719-719-100%$181.4K———
Zions Bancorporation, National Association
N/A—702-702-100%$177.1K———
Fourth Dimension Wealth, LLC
N/A—700-700-100%$176.6K———
Picton Mahoney Asset Management
N/A—700-700-100%$176.6K———
Synergy Investment Management, LLC
N/A—656-656-100%$165.6K———
CoreFirst Bank & Trust
N/A—650-650-100%$164.0K———
Bollard Group LLC
N/A—625-625-100%$158.0K———
Greykasell Wealth Strategies, Inc.
N/A—622-622-100%$156.8K———
Truvestments Capital LLC
N/A—580-580-100%$146.3K———
Deutsche Bank Ag\
N/A—572-572-100%$144.3K———
Cheviot Value Management, LLC
N/A—550-550-100%$138.7K———
Brown Brothers Harriman & Co
N/A—545-545-100%$137.5K———
Continuum Advisory, LLC
N/A—544-544-100%$137.2K———
Johnson Financial Group, Inc.
N/A—531-531-100%$133.9K———
Medallion Wealth Advisors, LLC
N/A—474-474-100%$119.6K———
Crewe Advisors LLC
N/A—474-474-100%$119.6K———
Aventura Private Wealth, LLC
N/A—456-456-100%$115.0K———
Fiduciary Financial Advisors
N/A—450-450-100%$113.0K———
Millstone Evans Group, LLC
N/A—450-450-100%$113.5K———
Keating Financial Advisory Services, Inc.
N/A—409-409-100%$103.2K———
Pursuit Wealth Strategies, LLC
N/A—349-349-100%$87.9K———
Park Place Capital Corp
N/A—340-340-100%$85.8K———
UMB Bank, n.a.
N/A—340-340-100%$85.8K———
Forum Finance Group S.A.
N/A—321-321-100%$65———
Dunhill Financial, LLC
N/A—286-286-100%$72.3K———
Atomic Invest LLC
N/A—275-275-100%$67.7K———
Leo H. Evart, Inc.
N/A—270-270-100%$68.1K———
Meramec Financial Planners, LLC
N/A—244-244-100%$57.2K———
SouthState Bank Corp
N/A—235-235-100%$59.3K———
Centennial Bank
N/A—214-214-100%$54.0K———
Banque Cantonale Vaudoise
N/A—208-208-100%$53———
Sankala Group LLC
N/A—206-206-100%$51.4K———
Nalls Sherbakoff Group, LLC
N/A—200-200-100%$50.4K———
Tidemark, LLC
N/A—190-190-100%$47.9K———
Capital Advisor Network LLC
N/A—180-180-100%$45.4K———
Hantz Financial Services, Inc.
N/A—172-172-100%$43.0K———
Collier Financial
N/A—163-163-100%$41.1K———
Institute for Wealth Management, Llc.
N/A—156-156-100%$39.4K———
JDM Financial Group LLC
N/A—151-151-100%$38.2K———
JPL Wealth Management, LLC
N/A—146-146-100%$36.8K———
Miller Capital Partners, Inc.
N/A—140-140-100%$35.3K———
Front Row Advisors LLC
N/A—134-134-100%$33.6K———
Hollencrest Capital Management
N/A—128-128-100%$32.3K———
Evolution Advisers, Inc.
N/A—124-124-100%$31.0K———
Transamerica Financial Advisors, LLC
N/A—112-112-100%$28.4K———
Measured Wealth Private Client Group, LLC
N/A—101-101-100%$25.5K———
Morse Asset Management, Inc
N/A—100-100-100%$25.2K———
PlanVest Financial, Inc
N/A—84-84-100%$21.2K———
Glen Eagle Advisors, LLC
N/A—82-82-100%$20.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—80-80-100%$20.2K———
Bogart Wealth, LLC
N/A—80-80-100%$20.2K———
Darwin Wealth Management, LLC
N/A—76-76-100%$19.2K———
Benson Wealth Management Inc
N/A—69-69-100%$17.4K———
Bellevue Asset Management, LLC
N/A—69-69-100%$17.4K———
Security National Bank of Sioux City Iowa
N/A—68-68-100%$17.2K———
Chesapeake Asset Management LLC
N/A—66-66-100%$16.6K———
Lowe Brockenbrough & Co Inc
N/A—61-61-100%$15.4K———
Van Eck Associates Corp
N/A—56-56-100%$14.1K———
Mpwm Advisory Solutions, LLC
N/A—52-52-100%$13.1K———
Highland Investment Advisors LLC
N/A—51-51-100%$12.9K———
Cambient Family Office, LLC
N/A—50-50-100%$12.6K———
Smithfield Trust Co
N/A—47-47-100%$12———
Rothschild Investment LLC
N/A—40-40-100%$10.1K———
Strive Financial Group,LLC
N/A—40-40-100%$10.1K———
Strategic Investment Solutions, Inc.
N/A—38-38-100%$9.6K———
Glassman Wealth Services
N/A—36-36-100%$9.1K———
Swan Capital LLC
N/A—35-35-100%$8.8K———
Ankerstar Wealth, LLC
N/A—31-31-100%$7.8K———
Corsicana & Co.
N/A—25-25-100%$6.3K———
Mcguire Capital Advisors Inc
N/A—19-19-100%$4.8K———
ST Germain D J Co Inc
N/A—19-19-100%$4.8K———
Consultiva Wealth Management, Corp.
N/A—16-16-100%$4.0K———
Core Capital Management & Research, inc.
N/A—12-12-100%$3.0K———
Alerus Financial NA
N/A—10-10-100%$2.5K———
Chelsea Counsel Co
N/A—9-9-100%$2.3K———
SHP Wealth Management
N/A—8-8-100%$2.0K———
Barclays PLC
N/A—5-5-100%$1.3K———
Imprint Wealth LLC
N/A—5-5-100%$1.3K———
Aristotle Capital Management, LLC
N/A—2-2-100%$448———
Kilter Group LLC
N/A—2-2-100%$505———
Showing 1352 of 1352 institutions