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Ishares Core S&P Small-Cap E (IJR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares12,113,265 from 11,648,436
Change+464,829 (+4%)
Value$1.6B (-$79.7M)
Filed 2026-11-05
First Command Advisory Services, Inc.
INCREASED
Shares6,802,882 from 6,608,310
Change+194,572 (+3%)
Value$925.5M (-$54.6M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares5,733,835 from 5,463,960
Change+269,875 (+5%)
Value$780.0M (-$30.3M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares4,712,977 from 4,737,329
Change-24,352 (-1%)
Value$641.2M (-$61.4M)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares4,124,051 from 4,081,060
Change+42,991 (+1%)
Value$561.0M (-$44.2M)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares4,062,278 from 3,992,726
Change+69,552 (+2%)
Value$552.6M (-$39.5M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares3,287,708 from 3,381,139
Change-93,431 (-3%)
Value$447.3M (-$54.2M)
Filed 2026-11-05
Catalyst Capital Advisors LLC
INCREASED
Shares2,681,077 from 2,433,988
Change+247,089 (+10%)
Value$364.7M (+$3.7M)
Filed 2026-11-02
Nationwide Fund Advisors
DECREASED
Shares2,435,354 from 2,444,492
Change-9,138 (0%)
Value$331.3M (-$31.2M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares2,242,420 from 2,474,395
Change-231,975 (-9%)
Value$305.1M (-$61.9M)
Filed 2026-11-02
Valeo Financial Advisors, LLC
DECREASED
Shares2,099,696 from 2,136,481
Change-36,785 (-2%)
Value$253.2M (-$28.3M)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED
Shares1,661,038 from 1,618,153
Change+42,885 (+3%)
Value$226.0M (-$14.0M)
Filed 2026-11-05
Modera Wealth Management, LLC
INCREASED
Shares1,424,750 from 1,421,648
Change+3,102 (+0%)
Value$193.8M (-$17.0M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,247,035 from 1,631,441
Change-384,406 (-24%)
Value$169.9M (-$66.9M)
Filed 2026-10-13
Creative Planning
DECREASED
Shares1,244,435 from 1,251,825
Change-7,390 (-1%)
Value$169.3M (-$16.4M)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
INCREASED
Shares1,197,769 from 1,158,855
Change+38,914 (+3%)
Value$162.9M (-$8.9M)
Filed 2026-10-13
Farmers & Merchants Investments Inc
INCREASED
Shares1,120,504 from 1,116,608
Change+3,896 (+0%)
Value$152.4M (-$13.2M)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares1,117,919 from 1,093,798
Change+24,121 (+2%)
Value$152.1M (-$10.1M)
Filed 2026-10-21
Acropolis Investment Management, LLC
DECREASED
Shares968,870 from 984,802
Change-15,932 (-2%)
Value$131.8M (-$14.3M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares928,441 from 867,164
Change+61,277 (+7%)
Value$126.3M (-$2.3M)
Filed 2026-11-02
WestEnd Advisors, LLC
INCREASED
Shares898,601 from 847,232
Change+51,369 (+6%)
Value$122.2M (-$3.4M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares851,012 from 862,579
Change-11,567 (-1%)
Value$115.8K (-$127.8M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares827,945 from 792,656
Change+35,289 (+4%)
Value$112.6M (-$4.9M)
Filed 2026-10-08
Steele Capital Management, Inc.
INCREASED
Shares717,559 from 704,827
Change+12,732 (+2%)
Value$97.6M (-$6.9M)
Filed 2026-11-02
Glenview Trust Co
INCREASED
Shares706,423 from 700,640
Change+5,783 (+1%)
Value$96.1M (-$7.8M)
Filed 2026-10-28
Accredited Investors Inc.
INCREASED
Shares706,246 from 674,815
Change+31,431 (+5%)
Value$96.1M (-$4.0M)
Filed 2026-11-03
Sage Financial Group Inc
INCREASED
Shares647,030 from 622,538
Change+24,492 (+4%)
Value$88.0M (-$4.3M)
Filed 2026-10-27
First Interstate Bank
DECREASED
Shares645,437 from 657,052
Change-11,615 (-2%)
Value$87.8M (-$9.6M)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares622,199 from 542,141
Change+80,058 (+15%)
Value$84.6M (+$4.2M)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares606,927 from 440,419
Change+166,508 (+38%)
Value$82.6M (+$17.2M)
Filed 2026-11-04
Klingman & Associates, LLC
INCREASED
Shares604,407 from 596,811
Change+7,596 (+1%)
Value$82.2M (-$6.3M)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares584,580 from 705,960
Change-121,380 (-17%)
Value$79.5M (-$25.2M)
Filed 2026-10-15
St. Louis Trust Co
INCREASED
Shares575,203 from 543,969
Change+31,234 (+6%)
Value$78.3M (+$69.0M)
Filed 2026-11-03
Sigma Investment Counselors Inc
INCREASED
Shares556,428 from 538,823
Change+17,605 (+3%)
Value$75.7M (-$4.2M)
Filed 2026-10-27
Bokf, NA
DECREASED
Shares536,672 from 537,556
Change-884 (0%)
Value$73.0M (-$6.7M)
Filed 2026-10-27
Wealth Architects, LLC
INCREASED
Shares511,513 from 505,346
Change+6,167 (+1%)
Value$69.6M (-$5.4M)
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares505,146 from 490,860
Change+14,286 (+3%)
Value$68.7M (-$4.1M)
Filed 2026-10-26
First Business Financial Services, Inc.
INCREASED
Shares503,295 from 502,002
Change+1,293 (+0%)
Value$68.5M (-$6.0M)
Filed 2026-10-29
Cahaba Wealth Management, Inc.
DECREASED
Shares484,041 from 485,112
Change-1,071 (0%)
Value$65.8M (-$6.1M)
Filed 2026-10-26
Connecticut Wealth Management, LLC
INCREASED
Shares481,313 from 478,686
Change+2,627 (+1%)
Value$65.5M (-$5.5M)
Filed 2026-10-13
Fulton Breakefield Broenniman LLC
INCREASED
Shares476,001 from 475,919
Change+82 (+0%)
Value$64.8M (-$5.8M)
Filed 2026-11-03
Greenleaf Trust
DECREASED
Shares472,510 from 491,167
Change-18,657 (-4%)
Value$64.3M (-$8.6M)
Filed 2026-10-29
Oakworth Capital, Inc.
INCREASED
Shares462,572 from 462,139
Change+433 (+0%)
Value$62.9M (-$5.5M)
Filed 2026-10-26
BLB&B Advisors, LLC
DECREASED
Shares459,586 from 464,931
Change-5,345 (-1%)
Value$62.5M (-$6.4M)
Filed 2026-10-27
MacKenzie Financial Corp
INCREASED
Shares440,710 from 409,590
Change+31,120 (+8%)
Value$60.0M (-$792.1K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares431,731 from 399,241
Change+32,490 (+8%)
Value$58.7M (-$478.7K)
Filed 2026-11-04
SWF LLC
DECREASED
Shares428,983 from 630,311
Change-201,328 (-32%)
Value$58.4M (-$35.1M)
Filed 2026-11-05
Bangor Savings Bank
DECREASED
Shares427,451 from 448,700
Change-21,249 (-5%)
Value$58.2M (-$8.4M)
Filed 2026-10-06
New York Life Investment Management LLC
DECREASED
Shares423,869 from 489,674
Change-65,805 (-13%)
Value$57.7M (-$15.0M)
Filed 2026-11-04
Rebalance, LLC
INCREASED
Shares414,958 from 409,017
Change+5,941 (+1%)
Value$56.5M (-$4.2M)
Filed 2026-10-22
SigFig Wealth Management, LLC
INCREASED
Shares412,256 from 403,881
Change+8,375 (+2%)
Value$56.1M (-$3.4M)
Filed 2026-10-07
Legacy Wealth Management, LLC
INCREASED
Shares409,776 from 409,323
Change+453 (+0%)
Value$55.7M (-$5.0M)
Filed 2026-10-22
Arcataur Capital Management LLC
INCREASED
Shares402,545 from 399,534
Change+3,011 (+1%)
Value$54.8M (-$4.5M)
Filed 2026-10-21
Capital Asset Advisory Services LLC
INCREASED
Shares399,677 from 394,268
Change+5,409 (+1%)
Value$55.4M (-$3.1M)
Filed 2026-10-30
SilverOak Wealth Management LLC
DECREASED
Shares394,848 from 416,780
Change-21,932 (-5%)
Value$53.7M (-$8.1M)
Filed 2026-10-29
Berman McAleer LLC
DECREASED
Shares391,864 from 401,722
Change-9,858 (-2%)
Value$53.3M (-$6.3M)
Filed 2026-10-16
First Financial Bank - Trust Division
INCREASED
Shares391,644 from 366,175
Change+25,469 (+7%)
Value$53.3M (-$1.0M)
Filed 2026-10-01
Legacy Advisors, LLC
INCREASED
Shares391,432 from 351,532
Change+39,900 (+11%)
Value$53.3M (+$1.1M)
Filed 2026-10-19
Summit Financial Strategies, Inc.
INCREASED
Shares385,035 from 340,374
Change+44,661 (+13%)
Value$52.4M (+$1.9M)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares381,982 from 366,070
Change+15,912 (+4%)
Value$52.0M (-$2.3M)
Filed 2026-11-04
Maple Capital Management, Inc.
DECREASED
Shares381,716 from 392,798
Change-11,082 (-3%)
Value$51.9M (-$6.3M)
Filed 2026-11-02
IFG Advisors, LLC
INCREASED
Shares378,434 from 376,578
Change+1,856 (+0%)
Value$51.5M (-$4.4M)
Filed 2026-10-15
RKL Wealth Management LLC
DECREASED
Shares377,073 from 380,816
Change-3,743 (-1%)
Value$51.3M (-$5.2M)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares376,673 from 334,359
Change+42,314 (+13%)
Value$51.4M (+$1.9M)
Filed 2026-11-05
Conning Inc.
DECREASED
Shares375,809 from 378,644
Change-2,835 (-1%)
Value$51.1M (-$5.0M)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares375,651 from 296,271
Change+79,380 (+27%)
Value$51.1M (+$7.2M)
Filed 2026-10-23
MCF Advisors LLC
INCREASED
Shares375,147 from 356,480
Change+18,667 (+5%)
Value$51.0M (-$1.8M)
Filed 2026-10-28
Chesley Taft & Associates LLC
DECREASED
Shares366,778 from 371,712
Change-4,934 (-1%)
Value$49.9M (-$5.2M)
Filed 2026-10-13
Stockman Wealth Management, Inc.
DECREASED
Shares365,136 from 366,639
Change-1,503 (0%)
Value$49.7M (-$4.7M)
Filed 2026-10-27
Frontier Asset Management, LLC
DECREASED
Shares359,744 from 361,610
Change-1,866 (-1%)
Value$48.9M (-$4.7M)
Filed 2026-10-28
Opus Capital Group, LLC
DECREASED
Shares356,947 from 358,032
Change-1,085 (0%)
Value$48.6K (-$53.1M)
Filed 2026-10-30
Arrow Financial Corp
DECREASED
Shares353,715 from 361,187
Change-7,472 (-2%)
Value$48.1M (-$5.4M)
Filed 2026-10-26
Vision Capital Management, Inc.
DECREASED
Shares337,535 from 339,793
Change-2,258 (-1%)
Value$45.9M (-$4.5M)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares335,520 from 327,498
Change+8,022 (+2%)
Value$45.6M (-$2.9M)
Filed 2026-10-21
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares318,810 from 310,610
Change+8,200 (+3%)
Value$43.4M (-$2.7M)
Filed 2026-10-09
First National Trust Co
INCREASED
Shares318,567 from 318,030
Change+537 (+0%)
Value$43.3M (-$3.8M)
Filed 2026-10-28
Shoker Investment Counsel, Inc.
DECREASED
Shares316,765 from 320,095
Change-3,330 (-1%)
Value$43.1M (-$4.4M)
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares312,319 from 315,972
Change-3,653 (-1%)
Value$42.5M (-$4.4M)
Filed 2026-11-03
Trilogy Capital Inc.
DECREASED
Shares306,790 from 335,502
Change-28,712 (-9%)
Value$41.7M (-$8.0M)
Filed 2026-10-20
Calamos Wealth Management LLC
DECREASED
Shares301,418 from 304,095
Change-2,677 (-1%)
Value$41.0M (-$4.1M)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED
Shares301,348 from 297,951
Change+3,397 (+1%)
Value$41.0M (-$3.2M)
Filed 2026-10-22
Encompass Wealth Advisors, LLC
INCREASED
Shares297,884 from 146,567
Change+151,317 (+103%)
Value$40.5M (+$18.8M)
Filed 2026-10-15
Liquid Strategies, LLC
INCREASED
Shares297,161 from 218,767
Change+78,394 (+36%)
Value$40.4M (+$8.0M)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares293,091 from 289,632
Change+3,459 (+1%)
Value$39.9M (-$3.1M)
Filed 2026-10-26
Colony Family Offices, LLC
DECREASED
Shares292,763 from 296,366
Change-3,603 (-1%)
Value$39.8M (-$4.1M)
Filed 2026-10-22
One Day In July LLC
DECREASED
Shares286,601 from 295,782
Change-9,181 (-3%)
Value$39.0M (-$4.9M)
Filed 2026-10-30
Albion Financial Group
INCREASED
Shares283,279 from 279,009
Change+4,270 (+2%)
Value$38.5M (-$2.8M)
Filed 2026-10-21
MBL Wealth, LLC
INCREASED
Shares279,007 from 269,424
Change+9,583 (+4%)
Value$38.0M (-$2.0M)
Filed 2026-10-22
Founders Financial Securities LLC
DECREASED
Shares278,340 from 300,394
Change-22,054 (-7%)
Value$37.9M (-$6.7M)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares277,661 from 240,301
Change+37,360 (+16%)
Value$37.8M (+$2.1M)
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares273,769 from 282,798
Change-9,029 (-3%)
Value$37.2M (-$4.7M)
Filed 2026-10-08
Elevation Point Wealth Partners, LLC
INCREASED
Shares273,425 from 256,339
Change+17,086 (+7%)
Value$37.2M (-$815.5K)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED
Shares270,221 from 263,902
Change+6,319 (+2%)
Value$36.8M (-$2.4M)
Filed 2026-10-05
Hudock, Inc.
INCREASED
Shares269,631 from 268,825
Change+806 (+0%)
Value$36.7M (-$3.2M)
Filed 2026-10-14
RTD Financial Advisors, Inc.
DECREASED
Shares267,047 from 271,427
Change-4,380 (-2%)
Value$36.3M (-$3.9M)
Filed 2026-10-09
BAR Harbor Wealth Management
DECREASED
Shares264,933 from 267,227
Change-2,294 (-1%)
Value$36.0M (-$3.6M)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares256,815 from 262,909
Change-6,094 (-2%)
Value$34.9M (-$4.1M)
Filed 2026-10-05
Financial Enhancement Group LLC
INCREASED
Shares248,352 from 240,361
Change+7,991 (+3%)
Value$34.0M (-$1.6M)
Filed 2026-10-08
Single Point Partners, LLC
INCREASED
Shares246,764 from 244,736
Change+2,028 (+1%)
Value$33.6M (-$2.7M)
Filed 2026-10-19
Oppenheimer Asset Management Inc.
INCREASED
Shares245,502 from 239,545
Change+5,957 (+2%)
Value$33.4M (-$2.1M)
Filed 2026-10-27
Proathlete Wealth Management LLC
INCREASED
Shares243,333 from 228,635
Change+14,698 (+6%)
Value$33.1M (-$806.7K)
Filed 2026-10-15
Guidance Capital, Inc
DECREASED
Shares240,422 from 258,295
Change-17,873 (-7%)
Value$34.0M (-$4.0M)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares234,644 from 81,763
Change+152,881 (+187%)
Value$31.9M (+$19.8M)
Filed 2026-10-28
Courier Capital LLC
INCREASED
Shares232,035 from 224,209
Change+7,826 (+3%)
Value$31.6M (-$1.7M)
Filed 2026-10-19
Pinnacle Associates LTD
DECREASED
Shares228,708 from 229,466
Change-758 (0%)
Value$31.1M (-$2.9M)
Filed 2026-10-20
LTG Capital LLC
INCREASED
Shares228,406 from 221,544
Change+6,862 (+3%)
Value$31.1M (-$1.8M)
Filed 2026-11-04
Inlight Wealth Management, LLC
INCREASED
Shares227,883 from 215,175
Change+12,708 (+6%)
Value$27.4M (-$588.4K)
Filed 2026-10-21
Pathway Financial Advisors LLC
INCREASED
Shares225,804 from 210,271
Change+15,533 (+7%)
Value$30.7M (-$82.1K)
Filed 2026-10-07
Pittenger & Anderson Inc
INCREASED
Shares223,936 from 213,186
Change+10,750 (+5%)
Value$30.5M (-$1.2M)
Filed 2026-11-02
Resonant Capital Advisors, LLC
DECREASED
Shares223,110 from 226,102
Change-2,992 (-1%)
Value$30.4M (-$3.2M)
Filed 2026-10-15
Cedar Mountain Advisors, LLC
DECREASED
Shares218,228 from 223,326
Change-5,098 (-2%)
Value$29.7M (-$3.4M)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
INCREASED
Shares215,192 from 213,825
Change+1,367 (+1%)
Value$29.3M (-$2.4M)
Filed 2026-10-16
Truefg, LLC
DECREASED
Shares214,881 from 217,789
Change-2,908 (-1%)
Value$29.2M (-$3.1M)
Filed 2026-10-15
Cutler Investment Counsel LLC
INCREASED
Shares214,647 from 208,300
Change+6,347 (+3%)
Value$29.2M (-$1.7M)
Filed 2026-10-28
Form Wealth Advisors, LLC
INCREASED
Shares210,152 from 202,481
Change+7,671 (+4%)
Value$28.6M (-$1.4M)
Filed 2026-10-13
Citizens Financial Group Inc
DECREASED
Shares207,946 from 218,871
Change-10,925 (-5%)
Value$28.3M (-$4.2M)
Filed 2026-10-23
Trifecta Capital Advisors, LLC
INCREASED
Shares207,652 from 204,841
Change+2,811 (+1%)
Value$28.2M (-$2.1M)
Filed 2026-10-21
Fiduciary Alliance LLC
INCREASED
Shares207,184 from 192,108
Change+15,076 (+8%)
Value$28.2M (-$306.2K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares206,859 from 193,257
Change+13,602 (+7%)
Value$28.1M (-$520.8K)
Filed 2026-10-22
Factor Wealth Management LTD
INCREASED
Shares206,496 from 204,066
Change+2,430 (+1%)
Value$28.1M (-$2.2M)
Filed 2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED
Shares198,626 from 178,566
Change+20,060 (+11%)
Value$27.0M (+$538.0K)
Filed 2026-10-08
First Merchants Corp
DECREASED
Shares198,098 from 205,687
Change-7,589 (-4%)
Value$26.9M (-$3.6M)
Filed 2026-10-15
Midwest Trust Co
INCREASED
Shares197,636 from 194,652
Change+2,984 (+2%)
Value$26.9M (-$2.0M)
Filed 2026-10-22
Apella Capital, LLC
INCREASED
Shares194,552 from 83,762
Change+110,790 (+132%)
Value$26.7M (+$14.5M)
Filed 2026-10-08
Roth Financial Partners LLC
DECREASED
Shares193,847 from 198,008
Change-4,161 (-2%)
Value$26.4M (-$3.0M)
Filed 2026-10-06
New Harbor Financial Group, LLC
INCREASED
Shares192,791 from 188,643
Change+4,148 (+2%)
Value$26.2M (-$1.8M)
Filed 2026-10-22
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares192,200 from 178,556
Change+13,644 (+8%)
Value$26.1M (-$334.8K)
Filed 2026-11-03
Parkway Wealth Management Group, LLC
DECREASED
Shares190,689 from 195,685
Change-4,996 (-3%)
Value$25.9M (-$3.1M)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares190,329 from 183,817
Change+6,512 (+4%)
Value$25.9M (-$1.4M)
Filed 2026-10-28
Harbour Trust & Investment Management Co
DECREASED
Shares188,152 from 195,906
Change-7,754 (-4%)
Value$25.6M (-$3.5M)
Filed 2026-10-28
Evergreen Advisors, LLC
INCREASED
Shares186,016 from 185,830
Change+186 (+0%)
Value$25.3M (-$2.3M)
Filed 2026-10-28
Southern Capital Advisors, LLC
INCREASED
Shares183,667 from 170,944
Change+12,723 (+7%)
Value$25.0M (-$366.6K)
Filed 2026-10-26
Cambridge Capital Management, LLC
INCREASED
Shares183,221 from 179,908
Change+3,313 (+2%)
Value$24.9M (-$1.8M)
Filed 2026-10-19
Financial Management Network Inc
DECREASED
Shares181,368 from 184,764
Change-3,396 (-2%)
Value$25.1M (-$1.9M)
Filed 2026-10-09
Whitcomb & Hess, Inc.
INCREASED
Shares179,191 from 177,798
Change+1,393 (+1%)
Value$24.4M (-$2.0M)
Filed 2026-10-07
Trust Co of Vermont
INCREASED
Shares177,951 from 172,840
Change+5,111 (+3%)
Value$24.2M (-$1.4M)
Filed 2026-10-21
New England Professional Planning Group Inc.
DECREASED
Shares175,157 from 177,489
Change-2,332 (-1%)
Value$23.8M (-$2.5M)
Filed 2026-10-29
Summit Asset Management, LLC
DECREASED
Shares174,575 from 175,893
Change-1,318 (-1%)
Value$23.7M (-$2.3M)
Filed 2026-11-05
Yousif Capital Management, LLC
INCREASED
Shares173,046 from 169,976
Change+3,070 (+2%)
Value$23.5M (-$1.7M)
Filed 2026-10-22
Certuity, LLC
INCREASED
Shares172,290 from 141,083
Change+31,207 (+22%)
Value$23.4M (+$2.5M)
Filed 2026-11-02
West Paces Advisors Inc.
DECREASED
Shares172,054 from 184,651
Change-12,597 (-7%)
Value$23.4M (-$4.0M)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares171,995 from 176,843
Change-4,848 (-3%)
Value$23.4M (-$2.8M)
Filed 2026-10-14
Quadrant Capital Group LLC
DECREASED
Shares168,759 from 172,610
Change-3,851 (-2%)
Value$23.2M (-$2.4M)
Filed 2026-10-20
GFS Advisors, LLC
INCREASED
Shares168,198 from 155,764
Change+12,434 (+8%)
Value$22.9M (+$7.0M)
Filed 2026-11-03
Washington Trust Co
INCREASED
Shares167,801 from 165,759
Change+2,042 (+1%)
Value$22.8M (-$1.8M)
Filed 2026-10-22
Fusion Family Wealth, LLC
INCREASED
Shares167,676 from 167,000
Change+676 (+0%)
Value$22.8M (-$2.0M)
Filed 2026-11-02
Twele Capital Management, Inc.
INCREASED
Shares166,290 from 165,931
Change+359 (+0%)
Value$22.6M (-$2.0M)
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares166,267 from 166,519
Change-252 (0%)
Value$22.6M (-$2.1M)
Filed 2026-10-23
Lodestar Private Asset Management LLC
DECREASED
Shares166,090 from 170,430
Change-4,340 (-3%)
Value$22.6M (-$2.7M)
Filed 2026-10-26
Evergreen Capital Management LLC
DECREASED
Shares165,728 from 166,353
Change-625 (0%)
Value$22.5M (-$2.1M)
Filed 2026-10-23
CJM Wealth Advisers, Ltd.
DECREASED
Shares164,055 from 170,022
Change-5,967 (-4%)
Value$22.3M (-$2.9M)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
INCREASED
Shares163,958 from 154,133
Change+9,825 (+6%)
Value$22.3M (-$554.6K)
Filed 2026-10-23
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares163,900 from 155,900
Change+8,000 (+5%)
Value$22.3M (-$824.6K)
Filed 2026-11-03
Fort Henry Capital, LLC
DECREASED
Shares163,788 from 170,176
Change-6,388 (-4%)
Value$22.3M (-$3.0M)
Filed 2026-10-22
Crescent Grove Advisors, LLC
DECREASED
Shares163,283 from 168,109
Change-4,826 (-3%)
Value$22.2M (-$2.7M)
Filed 2026-10-21
FSM Wealth Advisors, LLC
INCREASED
Shares163,275 from 156,774
Change+6,501 (+4%)
Value$22.4M (-$831.9K)
Filed 2026-10-27
Baron Wealth Management LLC
DECREASED
Shares161,290 from 161,676
Change-386 (0%)
Value$21.9M (-$2.0M)
Filed 2026-10-27
PKS Advisory Services, LLC
UNCHANGED
Shares158,101 from 158,101
Change0 (0%)
Value$23.4M ($0)
Filed 2026-10-26
Chicago Partners Investment Group LLC
DECREASED
Shares157,799 from 158,057
Change-258 (0%)
Value$21.8M (-$1.1M)
Filed 2026-10-27
Harbor Group, Inc.
DECREASED
Shares156,078 from 161,309
Change-5,231 (-3%)
Value$21.2M (-$2.7M)
Filed 2026-10-14
Wallington Asset Management, LLC
DECREASED
Shares155,994 from 157,161
Change-1,167 (-1%)
Value$21.2M (-$2.1M)
Filed 2026-11-04
Goelzer Investment Management, Inc.
DECREASED
Shares154,278 from 155,008
Change-730 (0%)
Value$21.0M (-$2.0M)
Filed 2026-10-16
Human Investing LLC
INCREASED
Shares153,773 from 153,594
Change+179 (+0%)
Value$20.9M (-$1.9M)
Filed 2026-10-19
Fairway Wealth LLC
INCREASED
Shares153,138 from 140,694
Change+12,444 (+9%)
Value$20.8M (-$32.8K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares152,807 from 144,071
Change+8,736 (+6%)
Value$20.8M (-$579.3K)
Filed 2026-10-27
Heritage Investment Group, Inc.
INCREASED
Shares152,165 from 145,479
Change+6,686 (+5%)
Value$20.7M (-$875.5K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares150,965 from 162,012
Change-11,047 (-7%)
Value$20.5M (-$3.5M)
Filed 2026-10-21
Victory Financial Group, LLC
DECREASED
Shares150,727 from 154,150
Change-3,423 (-2%)
Value$20.5M (-$2.4M)
Filed 2026-10-27
Mullooly Asset Management, Inc.
INCREASED
Shares149,925 from 148,841
Change+1,084 (+1%)
Value$20.4M (-$1.7M)
Filed 2026-10-30
Titleist Asset Management, LLC
DECREASED
Shares148,002 from 150,833
Change-2,831 (-2%)
Value$20.1M (-$2.2M)
Filed 2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares145,428 from 146,097
Change-669 (0%)
Value$19.8M (-$1.9M)
Filed 2026-10-23
Ironwood Wealth Management, Inc.
DECREASED
Shares144,049 from 146,072
Change-2,023 (-1%)
Value$19.8M (-$1.5M)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
INCREASED
Shares141,915 from 138,274
Change+3,641 (+3%)
Value$19.3M (-$1.2M)
Filed 2026-10-15
Ironwood Financial, llc
INCREASED
Shares139,401 from 136,668
Change+2,733 (+2%)
Value$19.0M (-$851.3K)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares138,458 from 164,400
Change-25,942 (-16%)
Value$18.8K (-$24.4M)
Filed 2026-10-26
Welch & Forbes LLC
INCREASED
Shares138,340 from 138,219
Change+121 (+0%)
Value$18.8M (-$1.7M)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares138,175 from 132,480
Change+5,695 (+4%)
Value$18.8M (-$850.7K)
Filed 2026-10-07
Sapient Capital LLC
DECREASED
Shares136,726 from 145,481
Change-8,755 (-6%)
Value$18.6M (-$3.0M)
Filed 2026-10-08
jvl associates llc
DECREASED
Shares136,198 from 140,331
Change-4,133 (-3%)
Value$18.5M (-$2.3M)
Filed 2026-10-09
YHB Investment Advisors, Inc.
DECREASED
Shares135,853 from 136,354
Change-501 (0%)
Value$18.5M (-$1.7M)
Filed 2026-10-08
Newton One Investments LLC
INCREASED
Shares134,444 from 132,452
Change+1,992 (+2%)
Value$18.3M (-$1.4M)
Filed 2026-10-14
Omega Financial Group, LLC
DECREASED
Shares133,341 from 135,396
Change-2,055 (-2%)
Value$18.1M (-$1.9M)
Filed 2026-10-29
Heck Capital Advisors, LLC
INCREASED
Shares131,449 from 127,339
Change+4,110 (+3%)
Value$17.9M (-$1.0M)
Filed 2026-10-14
HCR Wealth Advisors
INCREASED
Shares130,724 from 121,048
Change+9,676 (+8%)
Value$17.8M (-$169.0K)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares130,706 from 128,668
Change+2,038 (+2%)
Value$17.8M (-$1.3M)
Filed 2026-10-08
McKinley Carter Wealth Services, Inc.
INCREASED
Shares129,176 from 127,386
Change+1,790 (+1%)
Value$17.6M (-$1.3M)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares128,000 from 136,000
Change-8,000 (-6%)
Value$17.4M (-$2.8M)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares127,702 from 129,926
Change-2,224 (-2%)
Value$17.4M (-$1.9M)
Filed 2026-10-13
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares127,683 from 131,057
Change-3,374 (-3%)
Value$17.4M (-$2.1M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares127,149 from 134,779
Change-7,630 (-6%)
Value$17.3M (-$2.7M)
Filed 2026-10-20
Guidance Point Advisors, LLC
INCREASED
Shares125,962 from 124,275
Change+1,687 (+1%)
Value$17.1M (-$1.3M)
Filed 2026-10-15
Vicus Capital
DECREASED
Shares125,464 from 130,718
Change-5,254 (-4%)
Value$17.1M (-$2.3M)
Filed 2026-11-05
Blue Square Asset Management, LLC
INCREASED
Shares124,887 from 122,891
Change+1,996 (+2%)
Value$17.0M (-$1.2M)
Filed 2026-11-02
Laurel Wealth Advisors LLC
DECREASED
Shares124,700 from 128,641
Change-3,941 (-3%)
Value$17.0M (-$2.1M)
Filed 2026-10-27
HWG Holdings LP
INCREASED
Shares123,505 from 1,650
Change+121,855 (+7385%)
Value$16.8M (+$16.6M)
Filed 2026-10-08
Neumann Capital Management, LLC
INCREASED
Shares123,389 from 118,530
Change+4,859 (+4%)
Value$16.8M (-$793.3K)
Filed 2026-10-15
First Bank & Trust
UNCHANGED
Shares122,888 from 122,888
Change0 (0%)
Value$16.7M (-$1.5M)
Filed 2026-10-19
Caliber Wealth Management, LLC / KS
DECREASED
Shares120,714 from 149,234
Change-28,520 (-19%)
Value$16.4M (-$5.7M)
Filed 2026-11-04
Bailard, Inc.
DECREASED
Shares120,659 from 121,227
Change-568 (0%)
Value$16.4M (-$1.6M)
Filed 2026-10-13
Bank of Stockton
DECREASED
Shares120,254 from 124,554
Change-4,300 (-3%)
Value$16.4M (-$2.1M)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
DECREASED
Shares117,085 from 119,182
Change-2,097 (-2%)
Value$15.9M (-$1.7M)
Filed 2026-10-22
Melone Private Wealth, LLC
INCREASED
Shares116,782 from 114,038
Change+2,744 (+2%)
Value$15.9M (-$1.0M)
Filed 2026-10-16
Fifth Third Securities, Inc.
INCREASED
Shares115,596 from 94,088
Change+21,508 (+23%)
Value$15.7M (+$1.8M)
Filed 2026-10-21
Centerpoint Advisors, LLC
INCREASED
Shares114,953 from 114,399
Change+554 (+0%)
Value$15.6M (-$1.3M)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares114,520 from 120,055
Change-5,535 (-5%)
Value$15.6M (-$2.2M)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares114,160 from 111,038
Change+3,122 (+3%)
Value$15.5M (-$937.7K)
Filed 2026-10-14
TD Private Client Wealth LLC
INCREASED
Shares114,104 from 102,219
Change+11,885 (+12%)
Value$15.5M (+$362.7K)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
DECREASED
Shares113,547 from 117,563
Change-4,016 (-3%)
Value$15.4M (-$2.0M)
Filed 2026-10-14
Norris Perne & French LLP
INCREASED
Shares113,216 from 112,697
Change+519 (+0%)
Value$15.4M (-$1.3M)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares112,411 from 125,562
Change-13,151 (-10%)
Value$15.3M (-$3.3M)
Filed 2026-10-16
Diversified Management Inc
INCREASED
Shares112,381 from 108,471
Change+3,910 (+4%)
Value$15.3M (-$798.9K)
Filed 2026-10-08
Principal Financial Group Inc
DECREASED
Shares111,332 from 308,237
Change-196,905 (-64%)
Value$15.1M (-$30.6M)
Filed 2026-11-02
Beirne Wealth Consulting Services, LLC
INCREASED
Shares109,314 from 108,001
Change+1,313 (+1%)
Value$14.9M (-$1.1M)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares109,031 from 135,003
Change-25,972 (-19%)
Value$14.8M (-$5.2M)
Filed 2026-10-23
Boyd Wealth Management, LLC
INCREASED
Shares108,797 from 101,192
Change+7,605 (+8%)
Value$14.8M (-$207.0K)
Filed 2026-10-20
Caldwell Trust Co
INCREASED
Shares108,553 from 101,419
Change+7,134 (+7%)
Value$14.8M (-$273.9K)
Filed 2026-10-30
Marino, Stram & Associates LLC
DECREASED
Shares108,165 from 109,652
Change-1,487 (-1%)
Value$14.7M (-$1.5M)
Filed 2026-10-22
CWS Financial Advisors, LLC
DECREASED
Shares106,152 from 119,020
Change-12,868 (-11%)
Value$14.4M (-$3.2M)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares105,666 from 93,071
Change+12,595 (+14%)
Value$14.4M (+$571.4K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares105,605 from 103,538
Change+2,067 (+2%)
Value$14.5M (-$815.5K)
Filed 2026-10-16
Global Wealth Strategies & Associates
INCREASED
Shares105,350 from 105,340
Change+10 (+0%)
Value$14.3M (-$1.3M)
Filed 2026-10-02
TCI Wealth Advisors, Inc.
DECREASED
Shares104,766 from 106,618
Change-1,852 (-2%)
Value$14.3M (-$1.6M)
Filed 2026-10-30
Camden National Bank
INCREASED
Shares103,856 from 98,561
Change+5,295 (+5%)
Value$14.1M (-$489.0K)
Filed 2026-11-02
Next Level Wealth Planning, LLC
INCREASED
Shares103,563 from 101,896
Change+1,667 (+2%)
Value$14.1M (-$1.0M)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares102,982 from 98,755
Change+4,227 (+4%)
Value$14.0M (-$636.7K)
Filed 2026-11-03
McGuire Investment Group, LLC
INCREASED
Shares102,883 from 101,136
Change+1,747 (+2%)
Value$14.0M (-$1.0M)
Filed 2026-10-23
Iowa State Bank
INCREASED
Shares102,602 from 102,368
Change+234 (+0%)
Value$14.0M (-$1.2M)
Filed 2026-10-06
IFP Advisors, Inc
DECREASED
Shares102,590 from 108,901
Change-6,311 (-6%)
Value$14.0M (-$2.2M)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
DECREASED
Shares102,198 from 107,734
Change-5,536 (-5%)
Value$13.9M (-$2.1M)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
DECREASED
Shares101,676 from 104,231
Change-2,555 (-2%)
Value$13.8M (-$1.6M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares101,576 from 107,230
Change-5,654 (-5%)
Value$13.8M (-$2.1M)
Filed 2026-10-30
Verum Partners LLC
DECREASED
Shares100,592 from 192,172
Change-91,580 (-48%)
Value$13.7M (-$14.8M)
Filed 2026-10-21
Amplius Wealth Advisors, LLC
DECREASED
Shares100,545 from 342,349
Change-241,804 (-71%)
Value$13.7M (-$37.1M)
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares99,251 from 97,291
Change+1,960 (+2%)
Value$13.5M (-$927.1K)
Filed 2026-10-27
Crestwood Advisors Group, LLC
INCREASED
Shares98,564 from 97,537
Change+1,027 (+1%)
Value$13.4M (-$1.1M)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
INCREASED
Shares98,415 from 63,837
Change+34,578 (+54%)
Value$13.4M (+$3.9M)
Filed 2026-10-26
Nestegg Advisors, Inc.
DECREASED
Shares98,367 from 99,424
Change-1,057 (-1%)
Value$13.4M (-$1.4M)
Filed 2026-10-21
Sprinkle Financial Consultants LLC
INCREASED
Shares97,660 from 96,732
Change+928 (+1%)
Value$13.3M (-$1.1M)
Filed 2026-10-09
Compound Planning, Inc.
DECREASED
Shares97,176 from 97,283
Change-107 (0%)
Value$13.2M (-$1.2M)
Filed 2026-11-05
Bright Financial Advisors, Inc.
INCREASED
Shares97,121 from 95,431
Change+1,690 (+2%)
Value$13.2M (-$941.1K)
Filed 2026-10-23
Tectonic Advisors LLC
INCREASED
Shares96,636 from 93,112
Change+3,524 (+4%)
Value$13.1M (-$663.1K)
Filed 2026-10-22
Bryant Woods Investment Advisors, LLC
INCREASED
Shares96,381 from 89,277
Change+7,104 (+8%)
Value$13.1M (-$129.3K)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
DECREASED
Shares95,307 from 123,081
Change-27,774 (-23%)
Value$13.0M (-$5.3M)
Filed 2026-10-29
Sageworth Trust Co
DECREASED
Shares95,150 from 99,482
Change-4,332 (-4%)
Value$12.9M (-$1.8M)
Filed 2026-10-30
Towercrest Capital Management
DECREASED
Shares94,968 from 105,624
Change-10,656 (-10%)
Value$12.9M (-$2.7M)
Filed 2026-10-23
First Horizon Corp
INCREASED
Shares93,740 from 87,694
Change+6,046 (+7%)
Value$12.8M (-$253.5K)
Filed 2026-10-26
eCIO, Inc.
INCREASED
Shares93,633 from 91,747
Change+1,886 (+2%)
Value$13.0M (-$606.1K)
Filed 2026-11-02
Burns J W & Co Inc
INCREASED
Shares92,526 from 90,166
Change+2,360 (+3%)
Value$12.6M (-$785.2K)
Filed 2026-10-20
Magnolia Wealth Management, LLC
INCREASED
Shares92,152 from 91,403
Change+749 (+1%)
Value$12.5M (-$1.0M)
Filed 2026-10-16
Kure Advisory, LLC
INCREASED
Shares91,856 from 91,325
Change+531 (+1%)
Value$12.5M (-$1.0M)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares91,237 from 82,128
Change+9,109 (+11%)
Value$12.4M (+$231.4K)
Filed 2026-11-03
Rossmore Private Capital
INCREASED
Shares91,147 from 86,072
Change+5,075 (+6%)
Value$12.4M (-$365.6K)
Filed 2026-10-27
Salomon & Ludwin, LLC
DECREASED
Shares90,567 from 91,530
Change-963 (-1%)
Value$12.3M (-$1.2M)
Filed 2026-10-29
Cannon Capital Management, Inc.
INCREASED
Shares89,786 from 87,656
Change+2,130 (+2%)
Value$12.2M (-$785.8K)
Filed 2026-11-03
Somnio Financial Group, LLC
DECREASED
Shares89,018 from 90,870
Change-1,852 (-2%)
Value$12.1M (-$1.4M)
Filed 2026-10-26
Tctc Holdings, LLC
DECREASED
Shares89,015 from 89,125
Change-110 (0%)
Value$12.1M (-$1.1M)
Filed 2026-11-02
Jnba Financial Advisors
DECREASED
Shares88,235 from 91,345
Change-3,110 (-3%)
Value$12.0M (-$1.5M)
Filed 2026-11-03
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares86,711 from 87,414
Change-703 (-1%)
Value$11.8M (-$1.2M)
Filed 2026-10-06
SAX Wealth Advisors, LLC
DECREASED
Shares86,596 from 93,964
Change-7,368 (-8%)
Value$11.8M (+$99.9K)
Filed 2026-10-13
Schear Investment Advisers, LLC
NEW
Shares85,501
Change+85,501
Value$11.6M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares85,501 from 85,779
Change-278 (0%)
Value$11.6M (-$1.1M)
Filed 2026-10-14
Nordwand Advisors, LLC
INCREASED
Shares85,333 from 84,702
Change+631 (+1%)
Value$11.6M (-$953.5K)
Filed 2026-11-05
Shulman DeMeo Asset Management LLC
DECREASED
Shares85,239 from 86,405
Change-1,166 (-1%)
Value$11.8M (-$964.8K)
Filed 2026-10-09
Ellis Investment Partners, LLC
INCREASED
Shares84,775 from 84,684
Change+91 (+0%)
Value$11.5M (-$1.0M)
Filed 2026-10-21
Old National Bancorp
INCREASED
Shares84,036 from 82,026
Change+2,010 (+2%)
Value$11.4M (-$733.0K)
Filed 2026-10-20
Florida Trust Wealth Management Co
INCREASED
Shares83,804 from 78,298
Change+5,506 (+7%)
Value$11.4M (-$211.7K)
Filed 2026-11-05
Retirement Systems of Alabama
UNCHANGED
Shares83,667 from 83,667
Change0 (0%)
Value$11.4M (-$1.0M)
Filed 2026-11-04
Burkett Financial Services, LLC
INCREASED
Shares83,567 from 80,495
Change+3,072 (+4%)
Value$11.4M (-$569.7K)
Filed 2026-10-01
4Thought Financial Group Inc.
INCREASED
Shares82,642 from 80,910
Change+1,732 (+2%)
Value$11.2M (-$757.2K)
Filed 2026-11-02
SoundView Advisors Inc.
DECREASED
Shares81,961 from 89,671
Change-7,710 (-9%)
Value$11.2M (-$2.1M)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares81,108 from 81,382
Change-274 (0%)
Value$11.0M (-$1.0M)
Filed 2026-10-28
Uptown Financial Advisors LLC
INCREASED
Shares80,370 from 79,404
Change+966 (+1%)
Value$10.9M (-$842.8K)
Filed 2026-10-15
Evermay Wealth Management LLC
DECREASED
Shares80,273 from 83,114
Change-2,841 (-3%)
Value$10.9M (-$1.4M)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED
Shares79,882 from 102,092
Change-22,210 (-22%)
Value$10.9M (-$4.3M)
Filed 2026-11-02
XML Financial, LLC
DECREASED
Shares79,562 from 81,300
Change-1,738 (-2%)
Value$10.8M (-$1.2M)
Filed 2026-10-29
Topel & Distasi Wealth Management, LLC
DECREASED
Shares79,440 from 83,428
Change-3,988 (-5%)
Value$10.8M (-$1.6M)
Filed 2026-11-05
CX Institutional
DECREASED
Shares79,276 from 264,980
Change-185,704 (-70%)
Value$10.8K (-$28.5K)
Filed 2026-10-02
Landmark Wealth Management, LLC
INCREASED
Shares79,123 from 78,089
Change+1,034 (+1%)
Value$10.8M (-$817.6K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares79,049 from 78,678
Change+371 (+0%)
Value$10.8M (-$914.9K)
Filed 2026-10-15
Nottingham Advisors, Inc.
DECREASED
Shares78,417 from 116,780
Change-38,363 (-33%)
Value$10.7M (-$6.2M)
Filed 2026-10-29
Ironwood Wealth Management, Llc.
DECREASED
Shares78,216 from 79,511
Change-1,295 (-2%)
Value$10.6M (-$1.2M)
Filed 2026-10-28
Tarbox Family Office, Inc.
DECREASED
Shares78,075 from 78,162
Change-87 (0%)
Value$10.6M (-$970.9K)
Filed 2026-10-23
Holland Advisory Services, Inc.
INCREASED
Shares77,960 from 76,654
Change+1,306 (+2%)
Value$10.6M (-$763.0K)
Filed 2026-10-26
Clifford Swan Investment Counsel LLC
INCREASED
Shares77,933 from 77,729
Change+204 (+0%)
Value$10.6M (-$926.0K)
Filed 2026-11-05
Pettinga Financial Advisors LLC
DECREASED
Shares77,377 from 81,434
Change-4,057 (-5%)
Value$10.5M (-$1.6M)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares77,297 from 73,051
Change+4,246 (+6%)
Value$10.5M (-$318.8K)
Filed 2026-11-03
Hemming& Wealth Management, Inc.
INCREASED
Shares77,076 from 63,435
Change+13,641 (+22%)
Value$10.5M (+$1.1M)
Filed 2026-10-20
Twin Cities Retirement Group LLC
INCREASED
Shares76,830 from 74,399
Change+2,431 (+3%)
Value$10.5M (-$582.2K)
Filed 2026-10-16
Councilor Wealth, LLC
DECREASED
Shares76,779 from 78,722
Change-1,943 (-2%)
Value$10.4M (-$1.2M)
Filed 2026-10-09
Smithbridge Asset Management Inc
INCREASED
Shares76,758 from 73,148
Change+3,610 (+5%)
Value$10.4M (-$406.4K)
Filed 2026-10-19
Equitable Trust Co
DECREASED
Shares76,590 from 80,449
Change-3,859 (-5%)
Value$10.4M (-$1.5M)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
INCREASED
Shares76,580 from 74,930
Change+1,650 (+2%)
Value$10.4M (-$695.5K)
Filed 2026-10-28
Smith Chas P & Associates PA Cpas
DECREASED
Shares76,352 from 77,849
Change-1,497 (-2%)
Value$10.4M (-$1.2M)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares75,938 from 30,830
Change+45,108 (+146%)
Value$10.3M (+$5.8M)
Filed 2026-10-29
Nations Financial Group Inc,
DECREASED
Shares75,529 from 79,415
Change-3,886 (-5%)
Value$10.3M (-$1.5M)
Filed 2026-11-05
Sard Wealth Management Group, LLC
INCREASED
Shares75,496 from 74,029
Change+1,467 (+2%)
Value$10.3M (-$708.8K)
Filed 2026-10-16
Waterway Wealth Management, LLC
DECREASED
Shares75,245 from 84,355
Change-9,110 (-11%)
Value$8.2M (-$2.2M)
Filed 2026-10-28
Triangle Securities Wealth Management
DECREASED
Shares74,375 from 75,467
Change-1,092 (-1%)
Value$10.1M (-$1.1M)
Filed 2026-10-14
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares73,818 from 74,689
Change-871 (-1%)
Value$10.0M (-$1.0M)
Filed 2026-10-20
Riversedge Advisors, LLC
INCREASED
Shares73,799 from 69,094
Change+4,705 (+7%)
Value$10.0M (-$207.8K)
Filed 2026-10-09
Rochester Wealth Strategies, LLC
INCREASED
Shares73,660 from 72,390
Change+1,270 (+2%)
Value$10.0M (-$715.5K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares73,301 from 70,134
Change+3,167 (+5%)
Value$10.0M (-$429.7K)
Filed 2026-10-28
Williams Jones Wealth Management, Llc.
INCREASED
Shares73,035 from 72,845
Change+190 (+0%)
Value$9.9M (-$868.0K)
Filed 2026-11-05
SkyOak Wealth, LLC
INCREASED
Shares72,853 from 70,005
Change+2,848 (+4%)
Value$9.9M (-$471.5K)
Filed 2026-10-28
North Berkeley Wealth Management, LLC
INCREASED
Shares72,814 from 72,178
Change+636 (+1%)
Value$9.9M (-$799.0K)
Filed 2026-11-02
Flagstar Securities, Inc
DECREASED
Shares72,725 from 73,728
Change-1,003 (-1%)
Value$9.9M (-$1.0M)
Filed 2026-10-15
Exchange Traded Concepts, LLC
DECREASED
Shares72,546 from 78,500
Change-5,954 (-8%)
Value$9.9M (-$1.8M)
Filed 2026-10-28
Mascoma Wealth Management LLC
DECREASED
Shares72,437 from 72,554
Change-117 (0%)
Value$9.9M (-$906.2K)
Filed 2026-10-23
Global Strategic Investment Solutions, LLC
DECREASED
Shares72,188 from 75,769
Change-3,581 (-5%)
Value$9.8M (-$1.4M)
Filed 2026-10-16
Asset Allocation Strategies LLC
DECREASED
Shares71,591 from 75,839
Change-4,248 (-6%)
Value$9.7M (-$1.5M)
Filed 2026-10-20
Naples Global Advisors, LLC
INCREASED
Shares71,530 from 69,914
Change+1,616 (+2%)
Value$9.7M (-$638.0K)
Filed 2026-11-05
Richwood Investment Advisors, LLC
DECREASED
Shares70,787 from 71,913
Change-1,126 (-2%)
Value$9.6M (-$1.0M)
Filed 2026-10-30
Peak Financial Management, Inc.
INCREASED
Shares70,691 from 70,239
Change+452 (+1%)
Value$9.6M (-$800.3K)
Filed 2026-10-16
Montag A & Associates Inc
INCREASED
Shares70,487 from 67,583
Change+2,904 (+4%)
Value$9.6M (-$434.2K)
Filed 2026-10-29
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares70,453 from 65,616
Change+4,837 (+7%)
Value$9.6M (-$147.2K)
Filed 2026-10-28
Embree Financial Group
DECREASED
Shares70,145 from 72,024
Change-1,879 (-3%)
Value$9.5M (-$1.1M)
Filed 2026-10-22
Sterling Investment Counsel, LLC
INCREASED
Shares69,910 from 69,218
Change+692 (+1%)
Value$9.5M (-$755.2K)
Filed 2026-10-19
TMB Capital Partners, LLC
INCREASED
Shares69,662 from 69,193
Change+469 (+1%)
Value$9.5M (-$785.1K)
Filed 2026-10-20
Matrix Asset Advisors Inc
DECREASED
Shares69,038 from 69,439
Change-401 (-1%)
Value$9.4M (-$906.6K)
Filed 2026-10-13
Hiley Hunt Wealth Management
INCREASED
Shares68,621 from 67,098
Change+1,523 (+2%)
Value$9.3M (-$616.0K)
Filed 2026-10-08
Citizens National Bank Trust Department
DECREASED
Shares68,511 from 69,045
Change-534 (-1%)
Value$9.3M (-$919.8K)
Filed 2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares68,457 from 67,523
Change+934 (+1%)
Value$9.3M (-$701.5K)
Filed 2026-11-04
First Citizens Bank & Trust Co
DECREASED
Shares67,998 from 74,692
Change-6,694 (-9%)
Value$9.3M (-$1.8M)
Filed 2026-10-14
Sherman Asset Management, Inc.
DECREASED
Shares67,988 from 68,563
Change-575 (-1%)
Value$9.2M (-$919.5K)
Filed 2026-11-05
TKG Advisors, LLC
INCREASED
Shares67,539 from 65,947
Change+1,592 (+2%)
Value$9.2M (-$592.6K)
Filed 2026-11-02
Global Wealth Management, LLC
DECREASED
Shares67,512 from 73,269
Change-5,757 (-8%)
Value$9.2M (-$1.7M)
Filed 2026-10-15
BostonPremier Wealth LLC
INCREASED
Shares67,402 from 65,072
Change+2,330 (+4%)
Value$9.2M (-$481.6K)
Filed 2026-10-16
Aspiriant, LLC
INCREASED
Shares67,348 from 65,523
Change+1,825 (+3%)
Value$9.2M (-$555.7K)
Filed 2026-10-16
Selby Wealth Management, LLC
DECREASED
Shares67,085 from 70,026
Change-2,941 (-4%)
Value$9.1M (-$1.3M)
Filed 2026-10-16
Marietta Wealth Management, LLC
DECREASED
Shares66,784 from 68,135
Change-1,351 (-2%)
Value$9.0M (-$1.1M)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
DECREASED
Shares66,770 from 71,323
Change-4,553 (-6%)
Value$9.1M (-$1.5M)
Filed 2026-10-30
Partnership Wealth Management, LLC
DECREASED
Shares66,464 from 70,869
Change-4,405 (-6%)
Value$9.0M (-$1.5M)
Filed 2026-10-05
KFA Private Wealth Group, LLC
DECREASED
Shares64,796 from 66,619
Change-1,823 (-3%)
Value$8.8M (-$1.1M)
Filed 2026-10-07
TrustBank
INCREASED
Shares64,517 from 61,713
Change+2,804 (+5%)
Value$8.8M (-$375.8K)
Filed 2026-10-20
Stephenson & Company, Inc.
INCREASED
Shares63,367 from 63,165
Change+202 (+0%)
Value$8.6M (-$747.6K)
Filed 2026-10-30
Pachira Investments Inc.
DECREASED
Shares62,822 from 65,753
Change-2,931 (-4%)
Value$8.5M (-$1.2M)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares62,324 from 76,731
Change-14,407 (-19%)
Value$8.5M (-$2.9M)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares62,129 from 62,361
Change-232 (0%)
Value$8.5M (-$796.8K)
Filed 2026-10-22
United Financial Planning Group LLC
INCREASED
Shares61,792 from 60,191
Change+1,601 (+3%)
Value$8.4M (-$514.5K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares61,725 from 59,221
Change+2,504 (+4%)
Value$8.7M (-$126.7K)
Filed 2026-11-04
AtlasMark Financial, Inc
INCREASED
Shares61,595 from 60,562
Change+1,033 (+2%)
Value$8.4M (-$602.6K)
Filed 2026-10-13
LVW Advisors, LLC
DECREASED
Shares61,548 from 87,766
Change-26,218 (-30%)
Value$8.4M (-$4.6M)
Filed 2026-10-19
Baldwin Wealth Partners LLC
DECREASED
Shares61,263 from 63,227
Change-1,964 (-3%)
Value$8.3M (-$1.0M)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares61,028 from 60,979
Change+49 (+0%)
Value$8.3M (-$741.4K)
Filed 2026-10-30
Lynx Capital Group LTD
INCREASED
Shares60,272 from 60,267
Change+5 (+0%)
Value$8.2M (-$738.8K)
Filed 2026-11-04
McAdam, LLC
INCREASED
Shares59,914 from 58,747
Change+1,167 (+2%)
Value$8.2M (-$562.1K)
Filed 2026-10-21
IFS Advisors, LLC
DECREASED
Shares59,847 from 60,687
Change-840 (-1%)
Value$8.1M (-$858.8K)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
DECREASED
Shares59,826 from 84,031
Change-24,205 (-29%)
Value$8.5M (-$4.0M)
Filed 2026-11-02
Arcadia Investment Advisors LLC
INCREASED
Shares59,724 from 17,898
Change+41,826 (+234%)
Value$8.1M (+$5.5M)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED
Shares59,608 from 58,711
Change+897 (+2%)
Value$8.1M (-$598.4K)
Filed 2026-10-23
Telos Capital Management, Inc.
INCREASED
Shares59,605 from 58,620
Change+985 (+2%)
Value$8.1M (-$585.3K)
Filed 2026-11-02
White Pine Investment Co
DECREASED
Shares58,911 from 59,794
Change-883 (-1%)
Value$8.0K (-$8.9M)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares58,862 from 58,984
Change-122 (0%)
Value$8.0M (-$740.3K)
Filed 2026-10-13
Bell Investment Advisors, Inc
INCREASED
Shares58,848 from 58,523
Change+325 (+1%)
Value$8.0M (-$673.9K)
Filed 2026-10-29
Lynch & Associates
INCREASED
Shares58,822 from 58,811
Change+11 (+0%)
Value$8.0M (-$720.1K)
Filed 2026-10-13
Associated Banc-Corp
INCREASED
Shares58,775 from 53,430
Change+5,345 (+10%)
Value$8.0M (+$71.5K)
Filed 2026-10-30
Shrier Wealth Management, LLC
INCREASED
Shares58,525 from 57,433
Change+1,092 (+2%)
Value$8.0M (-$556.1K)
Filed 2026-10-20
Cumberland Advisors Inc
DECREASED
Shares58,395 from 60,420
Change-2,025 (-3%)
Value$7.9M (-$1.0M)
Filed 2026-10-30
Hopwood Financial Services, Inc.
INCREASED
Shares58,283 from 57,977
Change+306 (+1%)
Value$7.9M (-$669.9K)
Filed 2026-10-29
Sylvest Advisors, LLC
DECREASED
Shares58,147 from 95,087
Change-36,940 (-39%)
Value$7.9M (-$6.2M)
Filed 2026-10-26
John Boyer, Inc.
INCREASED
Shares58,109 from 56,354
Change+1,755 (+3%)
Value$7.9M (-$454.8K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares58,089 from 55,191
Change+2,898 (+5%)
Value$7.9M (-$282.9K)
Filed 2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares57,976 from 58,719
Change-743 (-1%)
Value$7.9M (-$821.6K)
Filed 2026-10-28
Alliance Private Wealth, LLC
DECREASED
Shares57,670 from 60,995
Change-3,325 (-5%)
Value$7.8M (-$1.2M)
Filed 2026-10-20
Northside Capital Management, LLC
UNCHANGED
Shares57,415 from 57,415
Change0 (0%)
Value$7.8M (-$704.5K)
Filed 2026-10-13
Meridian Financial Advisors, LLC
DECREASED
Shares56,933 from 57,316
Change-383 (-1%)
Value$7.7M (-$755.3K)
Filed 2026-10-14
Diversify Advisory Services, LLC
DECREASED
Shares56,709 from 57,082
Change-373 (-1%)
Value$7.8M (-$526.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares56,709 from 57,082
Change-373 (-1%)
Value$7.8M (-$526.0K)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED
Shares56,646 from 56,646
Change0 (0%)
Value$7.8M (-$592.0K)
Filed 2026-11-04
Parthenon LLC
INCREASED
Shares56,409 from 55,967
Change+442 (+1%)
Value$7.7M (-$626.6K)
Filed 2026-10-22
Allen Investment Management, LLC
UNCHANGED
Shares55,889 from 55,889
Change0 (0%)
Value$7.6M (-$685.8K)
Filed 2026-11-03
Fortitude Family Office, LLC
INCREASED
Shares55,807 from 52,673
Change+3,134 (+6%)
Value$7.6M (-$219.8K)
Filed 2026-10-14
Boltwood Capital Management
DECREASED
Shares55,771 from 56,611
Change-840 (-1%)
Value$7.6M (-$808.9K)
Filed 2026-10-02
Meridian Wealth Management, LLC
INCREASED
Shares55,530 from 54,787
Change+743 (+1%)
Value$7.5M (-$565.0K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares55,333 from 57,408
Change-2,075 (-4%)
Value$7.5M (-$986.7K)
Filed 2026-10-22
Ironsides Asset Advisors, LLC
INCREASED
Shares54,527 from 54,424
Change+103 (+0%)
Value$7.4M (-$653.8K)
Filed 2026-10-20
Paragon Private Wealth Management, LLC
INCREASED
Shares54,426 from 53,822
Change+604 (+1%)
Value$7.4M (-$578.2K)
Filed 2026-10-20
Enclave Advisors LLC
INCREASED
Shares54,167 from 48,023
Change+6,144 (+13%)
Value$7.4M (+$246.6K)
Filed 2026-10-14
Moody National Bank Trust Division
DECREASED
Shares54,068 from 54,586
Change-518 (-1%)
Value$7.4M (-$740.2K)
Filed 2026-10-06
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares53,661 from 46,455
Change+7,206 (+16%)
Value$7.3M (+$410.3K)
Filed 2026-11-04
Sound Stewardship, LLC
DECREASED
Shares53,389 from 53,475
Change-86 (0%)
Value$7.3M (-$667.8K)
Filed 2026-10-14
Townsend Financial Planning, LLC
DECREASED
Shares53,209 from 55,330
Change-2,121 (-4%)
Value$7.2M (-$967.4K)
Filed 2026-11-02
G&S Capital LLC
INCREASED
Shares52,962 from 51,198
Change+1,764 (+3%)
Value$7.2M (-$388.2K)
Filed 2026-10-23
Americana Partners, LLC
INCREASED
Shares52,292 from 50,377
Change+1,915 (+4%)
Value$7.1M (-$357.7K)
Filed 2026-10-28
Ballew Advisors, Inc
DECREASED
Shares52,121 from 52,503
Change-382 (-1%)
Value$7.2M (-$470.7K)
Filed 2026-10-05
Asio Capital, LLC
DECREASED
Shares51,868 from 60,950
Change-9,082 (-15%)
Value$7.1M (-$2.0M)
Filed 2026-10-19
Lee Financial Co
INCREASED
Shares51,737 from 47,787
Change+3,950 (+8%)
Value$7.0M (-$49.1K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
INCREASED
Shares51,718 from 49,644
Change+2,074 (+4%)
Value$7.0M (-$327.0K)
Filed 2026-10-07
Legacy Private Trust Co.
DECREASED
Shares51,429 from 52,468
Change-1,039 (-2%)
Value$7.0M (-$785.1K)
Filed 2026-10-06
City Holding Co
INCREASED
Shares51,173 from 50,489
Change+684 (+1%)
Value$7.0M (-$526.4K)
Filed 2026-10-19
Enzi Wealth
DECREASED
Shares50,974 from 51,007
Change-33 (0%)
Value$7.0M (-$401.3K)
Filed 2026-10-14
Birchbrook, Inc.
DECREASED
Shares50,738 from 51,969
Change-1,231 (-2%)
Value$6.9M (-$805.1K)
Filed 2026-10-14
Performa Ltd (US), LLC
DECREASED
Shares50,363 from 63,258
Change-12,895 (-20%)
Value$6.9M (-$2.5M)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares49,858 from 52,470
Change-2,612 (-5%)
Value$6.8M (-$999.0K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares49,797 from 49,770
Change+27 (+0%)
Value$6.8M (-$607.1K)
Filed 2026-10-23
Alliance Wealth Management Group
DECREASED
Shares49,217 from 56,092
Change-6,875 (-12%)
Value$6.7M (-$1.6M)
Filed 2026-10-29
Garde Capital, Inc.
DECREASED
Shares49,013 from 49,016
Change-3 (0%)
Value$6.7M (-$601.8K)
Filed 2026-10-29
Financial Solutions Advisory Group, Inc.
DECREASED
Shares48,620 from 49,143
Change-523 (-1%)
Value$6.6M (-$540.9K)
Filed 2026-10-28
Kanawha Capital Management LLC
INCREASED
Shares48,595 from 48,267
Change+328 (+1%)
Value$6.6M (-$547.7K)
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares48,463 from 45,473
Change+2,990 (+7%)
Value$6.7M (+$35.4K)
Filed 2026-10-09
Columbus Macro, LLC
INCREASED
Shares48,457 from 48,189
Change+268 (+1%)
Value$6.6M (-$554.8K)
Filed 2026-10-14
Affiance Financial, LLC
INCREASED
Shares48,399 from 45,380
Change+3,019 (+7%)
Value$6.6M (-$146.1K)
Filed 2026-10-15
Orin Green Financial, LLC
DECREASED
Shares47,450 from 47,749
Change-299 (-1%)
Value$6.5M (-$626.6K)
Filed 2026-10-19
Lynch Investment Planning, LLC
INCREASED
Shares47,302 from 44,121
Change+3,181 (+7%)
Value$6.4M (-$108.6K)
Filed 2026-10-27
Mutual of America Capital Management LLC
INCREASED
Shares46,664 from 24,309
Change+22,355 (+92%)
Value$6.3M (+$2.7M)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
DECREASED
Shares46,540 from 47,896
Change-1,356 (-3%)
Value$6.5M (-$553.8K)
Filed 2026-10-19
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares46,183 from 42,887
Change+3,296 (+8%)
Value$6.3M (-$77.8K)
Filed 2026-10-08
Montecito Bank & Trust
INCREASED
Shares46,080 from 44,675
Change+1,405 (+3%)
Value$6.3M (-$357.0K)
Filed 2026-10-01
Romano Brothers and Company
DECREASED
Shares46,080 from 46,796
Change-716 (-2%)
Value$6.3M (-$671.5K)
Filed 2026-10-22
Jeter Robert S II
INCREASED
Shares45,644 from 32,997
Change+12,647 (+38%)
Value$6.3M (+$1.5M)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
DECREASED
Shares45,444 from 45,766
Change-322 (-1%)
Value$6.2M (-$605.3K)
Filed 2026-11-02
Arkansas Financial Group, Inc.
DECREASED
Shares45,324 from 46,150
Change-826 (-2%)
Value$6.2M (-$678.6K)
Filed 2026-10-26
Middleton & Co Inc
INCREASED
Shares45,189 from 43,739
Change+1,450 (+3%)
Value$6.1M (-$339.4K)
Filed 2026-10-23
Integras Partners LLC
DECREASED
Shares45,129 from 45,583
Change-454 (-1%)
Value$6.1M (-$621.1K)
Filed 2026-10-30
Hudson Capital Management LLC
DECREASED
Shares45,015 from 45,464
Change-449 (-1%)
Value$6.1M (-$619.0K)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares44,740 from 48,339
Change-3,599 (-7%)
Value$6.1M (-$1.1M)
Filed 2026-10-29
Curat Global, LLC
INCREASED
Shares44,645 from 25,727
Change+18,918 (+74%)
Value$6.1M (+$2.4M)
Filed 2026-10-26
Carnegie Investment Counsel
DECREASED
Shares44,520 from 44,906
Change-386 (-1%)
Value$6.1M (-$603.4K)
Filed 2026-10-20
MidAtlantic Capital Management, Inc.
DECREASED
Shares44,221 from 44,389
Change-168 (0%)
Value$6.0M (-$567.5K)
Filed 2026-11-05
Global Trust Wealth Management LLC
DECREASED
Shares43,511 from 44,014
Change-503 (-1%)
Value$5.9M (-$608.6K)
Filed 2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares43,398 from 43,411
Change-13 (0%)
Value$5.9M (-$534.4K)
Filed 2026-10-21
Madson Wealth Advisors Inc
INCREASED
Shares43,375 from 42,805
Change+570 (+1%)
Value$5.9M (-$447.6K)
Filed 2026-10-13
MSH Capital Advisors LLC
DECREASED
Shares43,322 from 43,366
Change-44 (0%)
Value$5.9M (-$538.1K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares43,023 from 41,565
Change+1,458 (+4%)
Value$5.9M (-$311.7K)
Filed 2026-10-13
AFG Fiduciary Services Limited Partnership
DECREASED
Shares42,990 from 43,098
Change-108 (0%)
Value$5.9M (-$397.6K)
Filed 2026-10-21
CPC Advisors, LLC
DECREASED
Shares42,826 from 44,179
Change-1,353 (-3%)
Value$5.8M (-$726.2K)
Filed 2026-10-21
Provident Wealth Management, LLC
DECREASED
Shares42,665 from 60,535
Change-17,870 (-30%)
Value$5.8M (-$3.2M)
Filed 2026-10-20
Optima Capital LLC
INCREASED
Shares42,568 from 40,112
Change+2,456 (+6%)
Value$5.8M (-$158.0K)
Filed 2026-10-29
Independent Solutions Wealth Management, LLC
DECREASED
Shares42,449 from 43,382
Change-933 (-2%)
Value$5.8M (-$659.3K)
Filed 2026-10-28
Capital Advantage, Inc.
DECREASED
Shares42,314 from 42,688
Change-374 (-1%)
Value$5.8M (-$574.7K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares42,111 from 41,172
Change+939 (+2%)
Value$5.7M (-$377.4K)
Filed 2026-10-20
Apollon Financial, LLC
DECREASED
Shares42,109 from 42,452
Change-343 (-1%)
Value$5.7M (-$567.5K)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares42,105 from 45,888
Change-3,783 (-8%)
Value$5.7M (-$1.1M)
Filed 2026-10-15
Leo Wealth, LLC
NEW
Shares42,087
Change+42,087
Value$5.7M
Filed 2026-10-26
Macroview Investment Management LLC
INCREASED
Shares41,889 from 40,760
Change+1,129 (+3%)
Value$5.7M (-$346.5K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares41,784 from 37,132
Change+4,652 (+13%)
Value$5.7M (+$177.3K)
Filed 2026-11-03
Lakeshore Financial Planning, Inc.
INCREASED
Shares41,524 from 41,028
Change+496 (+1%)
Value$5.6M (-$436.5K)
Filed 2026-10-13
ANB Bank
DECREASED
Shares41,511 from 41,638
Change-127 (0%)
Value$5.6M (-$528.2K)
Filed 2026-10-09
Wolff Wiese Magana LLC
INCREASED
Shares41,309 from 39,990
Change+1,319 (+3%)
Value$5.6M (-$311.3K)
Filed 2026-10-15
Madison Park Capital Advisors, LLC
DECREASED
Shares41,065 from 56,147
Change-15,082 (-27%)
Value$5.6M (+$922.3K)
Filed 2026-10-28
Simplicity Wealth,LLC
DECREASED
Shares40,766 from 46,759
Change-5,993 (-13%)
Value$5.5M (-$1.4M)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares40,492 from 40,764
Change-272 (-1%)
Value$5.5M (-$537.2K)
Filed 2026-10-07
Greenfield Savings Bank
DECREASED
Shares40,366 from 40,453
Change-87 (0%)
Value$5.5M (-$508.2K)
Filed 2026-10-07
Adirondack Capital Advisors, LLC
INCREASED
Shares40,283 from 38,526
Change+1,757 (+5%)
Value$5.5M (-$233.7K)
Filed 2026-10-09
Silverlake Wealth Management LLC
DECREASED
Shares40,244 from 40,827
Change-583 (-1%)
Value$5.5M (-$580.3K)
Filed 2026-10-21
ERn Financial, LLC
DECREASED
Shares40,190 from 41,653
Change-1,463 (-4%)
Value$5.5M (-$710.0K)
Filed 2026-10-28
Synergy Asset Management, LLC
DECREASED
Shares39,856 from 54,392
Change-14,536 (-27%)
Value$5.4M (-$2.6M)
Filed 2026-11-05
Cooke Wealth Management, LLC
DECREASED
Shares39,821 from 40,910
Change-1,089 (-3%)
Value$5.4M (-$650.1K)
Filed 2026-10-13
Palisade Asset Management, LLC
DECREASED
Shares39,811 from 41,102
Change-1,291 (-3%)
Value$5.4M (-$680.0K)
Filed 2026-11-03
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares39,786 from 39,786
Change0 (0%)
Value$5.4M (-$488.2K)
Filed 2026-10-19
Premier Path Wealth Partners, LLC
INCREASED
Shares39,526 from 31,943
Change+7,583 (+24%)
Value$5.4M (+$639.7K)
Filed 2026-10-16
Legacy Financial Strategies, LLC
DECREASED
Shares39,074 from 39,253
Change-179 (0%)
Value$5.3M (-$506.1K)
Filed 2026-10-15
Invenio Wealth Partners LLC
DECREASED
Shares38,737 from 39,017
Change-280 (-1%)
Value$5.3M (-$516.8K)
Filed 2026-10-20
Convergence Financial, LLC
DECREASED
Shares38,460 from 80,594
Change-42,134 (-52%)
Value$5.2M (-$6.7M)
Filed 2026-10-27
Burke & Herbert Bank & Trust Co
DECREASED
Shares38,444 from 39,054
Change-610 (-2%)
Value$5.2M (-$562.2K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
DECREASED
Shares38,256 from 38,617
Change-361 (-1%)
Value$5.2M (-$522.9K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
INCREASED
Shares38,181 from 36,914
Change+1,267 (+3%)
Value$5.2M (-$280.6K)
Filed 2026-10-28
Verus Wealth Management, LLC
INCREASED
Shares37,903 from 32,886
Change+5,017 (+15%)
Value$5.2M (+$279.0K)
Filed 2026-10-13
Copper Harbor Investment Advisors, LLC
INCREASED
Shares37,794 from 37,671
Change+123 (+0%)
Value$5.1M (-$445.6K)
Filed 2026-10-16
Verus Capital Partners, LLC
DECREASED
Shares37,754 from 38,859
Change-1,105 (-3%)
Value$5.1M (-$627.1K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares37,739 from 37,937
Change-198 (-1%)
Value$5.1M (-$492.4K)
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares37,609 from 36,776
Change+833 (+2%)
Value$5.1M (-$338.0K)
Filed 2026-10-26
Mather Group, Llc.
DECREASED
Shares37,573 from 37,931
Change-358 (-1%)
Value$5.1M (-$514.2K)
Filed 2026-10-14
Noesis Capital Mangement Corp
DECREASED
Shares37,363 from 44,848
Change-7,485 (-17%)
Value$5.1M (-$1.6M)
Filed 2026-10-26
Sterling Investment Advisors LLC
INCREASED
Shares37,342 from 37,238
Change+104 (+0%)
Value$5.1M (-$442.9K)
Filed 2026-10-27
Verdence Capital Advisors LLC
INCREASED
Shares37,333 from 27,360
Change+9,973 (+36%)
Value$5.1M (+$1.0M)
Filed 2026-10-26
Etesian Wealth Advisors, Inc.
DECREASED
Shares37,319 from 41,603
Change-4,284 (-10%)
Value$5.1M (-$1.1M)
Filed 2026-10-27
Harmony Asset Management LLC
DECREASED
Shares37,155 from 37,313
Change-158 (0%)
Value$5.1M (-$479.3K)
Filed 2026-10-20
Biltmore Family Office, LLC
DECREASED
Shares37,086 from 37,825
Change-739 (-2%)
Value$5.0M (-$564.6K)
Filed 2026-11-03
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares36,856 from 33,251
Change+3,605 (+11%)
Value$5.0M (+$82.5K)
Filed 2026-10-29
Central Bank & Trust Co
INCREASED
Shares36,585 from 36,437
Change+148 (+0%)
Value$5.0M (-$426.9K)
Filed 2026-10-09
Bigelow Investment Advisors, LLC
DECREASED
Shares36,454 from 37,133
Change-679 (-2%)
Value$5.0M (-$548.0K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
DECREASED
Shares36,162 from 36,192
Change-30 (0%)
Value$4.9M (-$448.1K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares36,110 from 45,480
Change-9,370 (-21%)
Value$4.9M (-$1.8M)
Filed 2026-10-26
Heartwood Wealth Advisors LLC
INCREASED
Shares36,089 from 35,921
Change+168 (+0%)
Value$4.9M (-$417.9K)
Filed 2026-10-05
Avior Wealth Management, LLC
DECREASED
Shares36,053 from 37,754
Change-1,701 (-5%)
Value$4.9M (-$694.7K)
Filed 2026-10-13
Aureum Wealth Management, LLC
INCREASED
Shares36,009 from 35,191
Change+818 (+2%)
Value$4.9M (-$320.5K)
Filed 2026-10-15
Capital Planning LLC
DECREASED
Shares35,955 from 36,005
Change-50 (0%)
Value$4.9M (-$448.6K)
Filed 2026-10-09
Sepio Capital, LP
INCREASED
Shares35,821 from 16,443
Change+19,378 (+118%)
Value$4.9M (+$2.4M)
Filed 2026-10-22
Journey Advisory Group, LLC
DECREASED
Shares35,813 from 37,827
Change-2,014 (-5%)
Value$4.9M (-$738.2K)
Filed 2026-11-04
Mechanics Financial Corp
DECREASED
Shares35,731 from 36,431
Change-700 (-2%)
Value$4.9M (-$542.2K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares35,712 from 34,675
Change+1,037 (+3%)
Value$4.9M (-$284.3K)
Filed 2026-11-03
LEE Danner & Bass Inc
DECREASED
Shares35,400 from 35,413
Change-13 (0%)
Value$4.8M (-$436.3K)
Filed 2026-10-27
Lyell Wealth Management, LP
DECREASED
Shares35,209 from 39,190
Change-3,981 (-10%)
Value$4.8M (-$1.0M)
Filed 2026-10-30
Post Resch Tallon Group Inc.
INCREASED
Shares35,200 from 33,841
Change+1,359 (+4%)
Value$4.8M (-$230.4K)
Filed 2026-10-09
Atria Investments, Inc
DECREASED
Shares34,944 from 48,392
Change-13,448 (-28%)
Value$4.8M (-$2.4M)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares34,792 from 32,517
Change+2,275 (+7%)
Value$4.7M (-$89.4K)
Filed 2026-10-07
Old Mission Investment Co LLC
DECREASED
Shares34,701 from 35,000
Change-299 (-1%)
Value$4.7M (-$470.1K)
Filed 2026-10-22
Parsons Capital Management Inc
INCREASED
Shares34,600 from 32,322
Change+2,278 (+7%)
Value$4.7M (-$86.8K)
Filed 2026-10-28
Verde Capital Management
DECREASED
Shares34,556 from 35,456
Change-900 (-3%)
Value$4.7M (-$557.5K)
Filed 2026-10-28
King Luther Capital Management Corp
INCREASED
Shares34,060 from 33,702
Change+358 (+1%)
Value$4.6M (-$364.8K)
Filed 2026-11-05
Corundum Group, Inc.
INCREASED
Shares34,038 from 2,840
Change+31,198 (+1099%)
Value$4.6M (+$4.2M)
Filed 2026-10-28
Ocean Park Asset Management, LLC
INCREASED
Shares33,967 from 33,328
Change+639 (+2%)
Value$4.6M (-$322.0K)
Filed 2026-10-21
Endowment Wealth Management, Inc.
INCREASED
Shares33,696 from 32,391
Change+1,305 (+4%)
Value$4.6M (-$219.9K)
Filed 2026-11-03
Sage Mountain Advisors LLC
DECREASED
Shares33,545 from 34,072
Change-527 (-2%)
Value$4.6M (-$489.8K)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
DECREASED
Shares33,477 from 34,107
Change-630 (-2%)
Value$4.6M (-$504.2K)
Filed 2026-10-16
Focus Financial Network, Inc.
INCREASED
Shares33,253 from 33,114
Change+139 (+0%)
Value$4.5M (-$387.4K)
Filed 2026-10-14
WealthCare Investment Partners, LLC
INCREASED
Shares33,213 from 32,655
Change+558 (+2%)
Value$4.5M (-$324.9K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares33,090 from 29,326
Change+3,764 (+13%)
Value$4.5M (+$152.2K)
Filed 2026-10-14
Peoples Bank
DECREASED
Shares33,074 from 34,931
Change-1,857 (-5%)
Value$4.5M (-$681.2K)
Filed 2026-10-26
Cullen T Bankers, Inc.
DECREASED
Shares33,024 from 35,494
Change-2,470 (-7%)
Value$4.5M (-$771.6K)
Filed 2026-10-28
Granite FO LLC
DECREASED
Shares33,020 from 33,210
Change-190 (-1%)
Value$4.5M (-$433.3K)
Filed 2026-10-14
Transcendent Capital Group LLC
DECREASED
Shares32,964 from 36,853
Change-3,889 (-11%)
Value$4.5M (-$981.1K)
Filed 2026-10-28
Birch Financial Group, LLC
INCREASED
Shares32,922 from 32,772
Change+150 (+0%)
Value$4.5M (-$381.7K)
Filed 2026-10-27
Obsidian CIO, LLC
INCREASED
Shares32,829 from 28,667
Change+4,162 (+15%)
Value$4.5M (+$214.5K)
Filed 2026-11-05
Magnolia Capital Management LTD
UNCHANGED
Shares32,764 from 32,764
Change0 (0%)
Value$4.5K (-$402)
Filed 2026-10-09
Rudd Co d/b/a Styre Wealth
NEW
Shares32,730
Change+32,730
Value$4.4M
Filed 2026-10-29
Aspetuck Financial Management LLC
DECREASED
Shares32,692 from 45,291
Change-12,599 (-28%)
Value$4.4M (-$2.3M)
Filed 2026-11-04
Canopy Partners, LLC
UNCHANGED
Shares32,624 from 32,624
Change0 (0%)
Value$4.4M (-$400.3K)
Filed 2026-10-28
PFG Private Wealth Management, LLC
DECREASED
Shares32,611 from 32,757
Change-146 (0%)
Value$4.4M (-$421.8K)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares32,578 from 28,030
Change+4,548 (+16%)
Value$4.4M (+$274.7K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares32,457 from 30,963
Change+1,494 (+5%)
Value$4.4M (-$176.7K)
Filed 2026-10-23
Syntax Research, Inc.
DECREASED
Shares32,442 from 32,925
Change-483 (-1%)
Value$4.4M (-$469.7K)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares32,328 from 21,346
Change+10,982 (+51%)
Value$4.5M (+$1.4M)
Filed 2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares32,242 from 32,020
Change+222 (+1%)
Value$4.4M (-$229.4K)
Filed 2026-10-21
Kagan Cocozza Asset Management
DECREASED
Shares32,127 from 32,831
Change-704 (-2%)
Value$4.4M (-$498.6K)
Filed 2026-10-19
Elyxium Wealth, LLC
DECREASED
Shares32,058 from 32,615
Change-557 (-2%)
Value$4.4M (-$475.9K)
Filed 2026-10-27
State of Alaska, Department of Revenue
DECREASED
Shares32,056 from 114,016
Change-81,960 (-72%)
Value$4.4K (-$16.9M)
Filed 2026-10-15
TSG Advice Partners, LLC
NEW
Shares32,031
Change+32,031
Value$4.8M
Filed 2026-10-29
True North Advisors, LLC
INCREASED
Shares31,875 from 26,006
Change+5,869 (+23%)
Value$4.3M (+$479.3K)
Filed 2026-10-22
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares31,689 from 31,771
Change-82 (0%)
Value$4.3M (-$401.0K)
Filed 2026-10-13
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares31,500 from 36,000
Change-4,500 (-12%)
Value$4.3K (-$5.3M)
Filed 2026-10-22
Arvest Investments, Inc.
INCREASED
Shares31,481 from 20,696
Change+10,785 (+52%)
Value$4.3M (+$1.2M)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares31,416 from 33,825
Change-2,409 (-7%)
Value$4.3M (-$742.6K)
Filed 2026-11-04
AMG National Trust Bank
DECREASED
Shares31,372 from 31,953
Change-581 (-2%)
Value$4.3M (-$471.1K)
Filed 2026-11-05
Tritonpoint Wealth, LLC
INCREASED
Shares31,253 from 30,728
Change+525 (+2%)
Value$4.3M (-$305.5K)
Filed 2026-10-19
Midwest Financial Group LLC
INCREASED
Shares31,223 from 30,580
Change+643 (+2%)
Value$4.2M (-$287.7K)
Filed 2026-10-15
Corundum Trust Company, Inc
DECREASED
Shares31,198 from 31,295
Change-97 (0%)
Value$4.2M (-$397.2K)
Filed 2026-10-29
NTV Asset Management LLC
DECREASED
Shares31,174 from 31,536
Change-362 (-1%)
Value$4.2M (-$436.2K)
Filed 2026-10-23
WBH Advisory Inc
DECREASED
Shares31,146 from 32,063
Change-917 (-3%)
Value$4.2M (-$518.2K)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares30,964 from 31,652
Change-688 (-2%)
Value$4.2K (-$4.7M)
Filed 2026-10-29
Variant Private Wealth, LLC
INCREASED
Shares30,918 from 30,744
Change+174 (+1%)
Value$4.2M (-$353.6K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares30,859 from 30,365
Change+494 (+2%)
Value$4.2M (-$305.4K)
Filed 2026-10-23
Fluent Financial, LLC
DECREASED
Shares30,645 from 31,013
Change-368 (-1%)
Value$4.2M (-$430.6K)
Filed 2026-10-13
Eley Financial Management, Inc
INCREASED
Shares30,610 from 30,574
Change+36 (+0%)
Value$4.2M (-$370.2K)
Filed 2026-11-03
Well Done, LLC
INCREASED
Shares30,413 from 28,457
Change+1,956 (+7%)
Value$4.1M (-$83.1K)
Filed 2026-10-20
Stone Summit Wealth LLC
DECREASED
Shares30,356 from 32,352
Change-1,996 (-6%)
Value$4.1M (-$668.5K)
Filed 2026-10-14
Juncture Wealth Strategies, LLC
DECREASED
Shares30,295 from 31,291
Change-996 (-3%)
Value$4.1M (-$519.4K)
Filed 2026-10-06
Gryphon Financial Partners LLC
INCREASED
Shares30,261 from 28,540
Change+1,721 (+6%)
Value$4.1M (-$116.1K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares30,007 from 36,628
Change-6,621 (-18%)
Value$4.1K (-$5.4M)
Filed 2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED
Shares29,918 from 58,550
Change-28,632 (-49%)
Value$4.1M (-$4.6M)
Filed 2026-10-08
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares29,686 from 30,195
Change-509 (-2%)
Value$4.0M (-$439.7K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares29,377 from 27,745
Change+1,632 (+6%)
Value$4.0M (-$118.4K)
Filed 2026-10-08
Summit Place Financial Advisors, LLC
DECREASED
Shares29,353 from 35,536
Change-6,183 (-17%)
Value$4.0M (-$1.3M)
Filed 2026-10-23
Trek Financial, LLC
DECREASED
Shares29,244 from 106,014
Change-76,770 (-72%)
Value$4.0M (-$11.7M)
Filed 2026-10-29
Baron Financial Group, LLC
DECREASED
Shares29,120 from 29,855
Change-735 (-2%)
Value$4.0M (-$466.3K)
Filed 2026-10-09
Yankcom Partnership
INCREASED
Shares29,006 from 28,841
Change+165 (+1%)
Value$3.9M (-$331.4K)
Filed 2026-10-15
ASL Financial, LLC
DECREASED
Shares28,826 from 29,161
Change-335 (-1%)
Value$3.9M (-$403.4K)
Filed 2026-10-15
Forte Asset Management LLC
INCREASED
Shares28,823 from 28,786
Change+37 (+0%)
Value$3.9M (-$348.3K)
Filed 2026-10-13
Bay Capital Advisors, LLC
DECREASED
Shares28,674 from 33,065
Change-4,391 (-13%)
Value$3.9M (-$1.0M)
Filed 2026-10-16
Integrated Advisors Network LLC
INCREASED
Shares28,552 from 28,240
Change+312 (+1%)
Value$3.9M (-$304.1K)
Filed 2026-10-20
Park Capital Management, LLC / WI
DECREASED
Shares28,547 from 34,962
Change-6,415 (-18%)
Value$3.9M (-$1.3M)
Filed 2026-10-13
Breakwater Capital Group
INCREASED
Shares28,513 from 28,193
Change+320 (+1%)
Value$3.9M (-$302.4K)
Filed 2026-10-09
Sheets Smith Wealth Management
DECREASED
Shares28,426 from 37,837
Change-9,411 (-25%)
Value$3.9M (-$1.7M)
Filed 2026-10-16
Greenup Street Wealth Management LLC
DECREASED
Shares28,418 from 28,806
Change-388 (-1%)
Value$3.9M (-$406.3K)
Filed 2026-10-28
Trust Point Inc.
INCREASED
Shares28,248 from 28,225
Change+23 (+0%)
Value$3.8M (-$343.2K)
Filed 2026-10-27
Delta Wealth Advisors LLC
DECREASED
Shares28,190 from 28,612
Change-422 (-1%)
Value$3.8M (-$408.5K)
Filed 2026-10-09
Destiny Capital Corp
DECREASED
Shares27,805 from 28,338
Change-533 (-2%)
Value$3.8M (-$420.2K)
Filed 2026-11-03
Adkins Seale Capital Management LLC
INCREASED
Shares27,790 from 26,694
Change+1,096 (+4%)
Value$3.8M (-$178.4K)
Filed 2026-10-27
Annex Advisory Services, LLC
INCREASED
Shares27,763 from 27,444
Change+319 (+1%)
Value$3.8M (-$293.3K)
Filed 2026-10-16
Wiser Wealth Management, Inc
INCREASED
Shares27,699 from 26,953
Change+746 (+3%)
Value$3.8M (-$229.2K)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
DECREASED
Shares27,682 from 28,414
Change-732 (-3%)
Value$3.8M (-$448.2K)
Filed 2026-10-22
Retirement Planning Group, LLC
DECREASED
Shares27,599 from 29,194
Change-1,595 (-5%)
Value$3.8M (-$575.1K)
Filed 2026-10-19
Viewpoint Capital Management LLC
INCREASED
Shares27,589 from 23,899
Change+3,690 (+15%)
Value$3.8M (+$208.7K)
Filed 2026-10-27
Plan Group Financial, LLC
DECREASED
Shares27,289 from 36,475
Change-9,186 (-25%)
Value$3.8M (-$1.7M)
Filed 2026-10-22
Jacobi Capital Management LLC
DECREASED
Shares27,097 from 27,824
Change-727 (-3%)
Value$3.7M (-$440.3K)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares26,992 from 26,477
Change+515 (+2%)
Value$3.7M (-$254.7K)
Filed 2026-11-03
Windsor Capital Management, LLC
DECREASED
Shares26,984 from 28,391
Change-1,407 (-5%)
Value$3.7M (-$539.7K)
Filed 2026-10-13
Trust Co of Toledo NA
DECREASED
Shares26,964 from 27,164
Change-200 (-1%)
Value$3.7M (-$360.5K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
INCREASED
Shares26,887 from 14,837
Change+12,050 (+81%)
Value$3.7M (+$1.5M)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
DECREASED
Shares26,739 from 27,773
Change-1,034 (-4%)
Value$3.6M (-$481.5K)
Filed 2026-10-20
Mechanics Bank Trust Department
INCREASED
Shares26,520 from 25,242
Change+1,278 (+5%)
Value$3.6M (-$135.9K)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares26,494 from 26,847
Change-353 (-1%)
Value$3.6M (-$377.5K)
Filed 2026-10-13
Gallagher Capital Advisors, LLC
DECREASED
Shares26,410 from 26,635
Change-225 (-1%)
Value$3.6M (-$357.4K)
Filed 2026-10-09
Fulton Bank, N.A.
INCREASED
Shares26,407 from 18,049
Change+8,358 (+46%)
Value$3.6M (+$915.6K)
Filed 2026-10-14
Waldron Private Wealth LLC
DECREASED
Shares26,292 from 30,942
Change-4,650 (-15%)
Value$3.6M (-$1.0M)
Filed 2026-11-02
Vericrest Private Wealth
DECREASED
Shares25,914 from 30,499
Change-4,585 (-15%)
Value$3.5M (-$998.1K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares25,774 from 25,619
Change+155 (+1%)
Value$3.5M (-$293.2K)
Filed 2026-11-04
TPG Advisors LLC
INCREASED
Shares25,728 from 25,713
Change+15 (+0%)
Value$3.5M (-$313.4K)
Filed 2026-10-16
Ascentis Independent Advisors
INCREASED
Shares25,724 from 322
Change+25,402 (+7889%)
Value$3.5M (+$3.5M)
Filed 2026-11-03
Atticus Wealth Management, LLC
INCREASED
Shares25,585 from 23,889
Change+1,696 (+7%)
Value$3.5M (-$62.4K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
DECREASED
Shares25,577 from 25,757
Change-180 (-1%)
Value$3.5M (-$340.5K)
Filed 2026-10-29
DBK Financial Counsel, LLC
DECREASED
Shares25,523 from 25,701
Change-178 (-1%)
Value$3.5M (-$339.6K)
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED
Shares25,514 from 25,563
Change-49 (0%)
Value$3.5M (-$320.3K)
Filed 2026-10-21
Westside Investment Management, Inc.
INCREASED
Shares25,237 from 25,201
Change+36 (+0%)
Value$3.4M (-$304.3K)
Filed 2026-11-02
Union Savings Bank
INCREASED
Shares25,229 from 24,817
Change+412 (+2%)
Value$3.4M (-$248.5K)
Filed 2026-10-14
Diversified Portfolios, Inc.
DECREASED
Shares25,066 from 25,174
Change-108 (0%)
Value$3.4M (-$323.6K)
Filed 2026-11-04
Hicks Capital Management LLC
UNCHANGED
Shares24,981 from 24,981
Change0 (0%)
Value$3.7M ($0)
Filed 2026-10-20
TopTier Wealth Management, LLC
INCREASED
Shares24,745 from 22,479
Change+2,266 (+10%)
Value$3.4M (+$32.4K)
Filed 2026-10-16
Fortress Financial Solutions, LLC
NEW
Shares24,682
Change+24,682
Value$3.4M
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
DECREASED
Shares24,487 from 25,202
Change-715 (-3%)
Value$3.3M (-$406.5K)
Filed 2026-10-19
United Community Bank
INCREASED
Shares24,296 from 24,222
Change+74 (+0%)
Value$3.3M (-$287.1K)
Filed 2026-10-28
PCA Investment Advisory Services Inc.
DECREASED
Shares24,091 from 24,515
Change-424 (-2%)
Value$3.3M (-$375.4K)
Filed 2026-10-13
Mullaney, Keating & Wright, Inc.
INCREASED
Shares23,841 from 23,459
Change+382 (+2%)
Value$3.2M (-$236.0K)
Filed 2026-10-19
Golden State Wealth Management, LLC
DECREASED
Shares23,615 from 24,355
Change-740 (-3%)
Value$3.2M (-$399.5K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
DECREASED
Shares23,610 from 23,808
Change-198 (-1%)
Value$3.2M (-$319.1K)
Filed 2026-10-23
Woodside Wealth Management LLC
INCREASED
Shares23,562 from 22,741
Change+821 (+4%)
Value$3.2M (-$167.3K)
Filed 2026-10-16
Armbruster Capital Management, Inc.
DECREASED
Shares23,513 from 24,238
Change-725 (-3%)
Value$3.2M (-$396.0K)
Filed 2026-10-19
Phillips Financial Management, LLC
DECREASED
Shares23,509 from 24,010
Change-501 (-2%)
Value$3.2M (-$362.8K)
Filed 2026-10-19
Montis Financial, LLC
DECREASED
Shares23,496 from 23,940
Change-444 (-2%)
Value$3.2M (-$354.1K)
Filed 2026-11-04
Adirondack Trust Co
DECREASED
Shares23,346 from 31,686
Change-8,340 (-26%)
Value$3.2M (-$1.5M)
Filed 2026-10-14
Black Diamond Financial, LLC
DECREASED
Shares23,104 from 23,107
Change-3 (0%)
Value$3.1M (-$284.0K)
Filed 2026-10-26
New Hampshire Trust
DECREASED
Shares23,101 from 23,125
Change-24 (0%)
Value$3.1M (-$287.0K)
Filed 2026-10-20
Pennsylvania Capital Management Inc
DECREASED
Shares23,005 from 24,464
Change-1,459 (-6%)
Value$3.1M (-$498.6K)
Filed 2026-11-05
Midwest Professional Planners, Ltd.
DECREASED
Shares22,923 from 23,051
Change-128 (-1%)
Value$3.1M (-$300.3K)
Filed 2026-10-29
Joel Isaacson & Co., LLC
INCREASED
Shares22,832 from 21,658
Change+1,174 (+5%)
Value$3.1M (-$106.1K)
Filed 2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares22,754 from 40,572
Change-17,818 (-44%)
Value$3.1M (-$2.9M)
Filed 2026-11-03
Bluestem Financial Advisors, LLC
DECREASED
Shares22,656 from 23,721
Change-1,065 (-4%)
Value$3.1M (-$436.0K)
Filed 2026-10-20
David J Yvars Group
INCREASED
Shares22,628 from 21,393
Change+1,235 (+6%)
Value$3.1M (-$94.4K)
Filed 2026-10-09
Wesbanco Bank Inc
DECREASED
Shares22,606 from 40,414
Change-17,808 (-44%)
Value$3.1M (-$2.9M)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
INCREASED
Shares22,547 from 21,644
Change+903 (+4%)
Value$3.1M (-$142.7K)
Filed 2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED
Shares22,395 from 37,898
Change-15,503 (-41%)
Value$3.0M (-$2.6M)
Filed 2026-10-28
American National Bank & Trust
DECREASED
Shares22,333 from 23,372
Change-1,039 (-4%)
Value$3.0M (-$428.1K)
Filed 2026-10-07
RVW Wealth, LLC
INCREASED
Shares22,213 from 22,209
Change+4 (+0%)
Value$3.0M (-$271.9K)
Filed 2026-10-06
ETF Portfolio Partners, Inc.
DECREASED
Shares22,048 from 22,340
Change-292 (-1%)
Value$3.0M (-$313.8K)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
DECREASED
Shares21,621 from 21,755
Change-134 (-1%)
Value$3.0M (-$182.0K)
Filed 2026-11-02
GC Wealth Management RIA, LLC
INCREASED
Shares21,597 from 20,303
Change+1,294 (+6%)
Value$2.9M (-$72.9K)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
INCREASED
Shares21,589 from 19,511
Change+2,078 (+11%)
Value$2.9M (+$43.3K)
Filed 2026-10-26
First Hawaiian Bank
DECREASED
Shares21,561 from 26,968
Change-5,407 (-20%)
Value$2.9M (-$1.1M)
Filed 2026-10-14
Greenwood Capital Associates LLC
DECREASED
Shares21,508 from 22,475
Change-967 (-4%)
Value$2.9M (-$407.3K)
Filed 2026-10-27
Wealth Management Partners, LLC
DECREASED
Shares21,449 from 21,934
Change-485 (-2%)
Value$2.9M (-$335.1K)
Filed 2026-10-21
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares21,405 from 21,423
Change-18 (0%)
Value$2.9M (-$265.2K)
Filed 2026-10-13
Family Office Research LLC
DECREASED
Shares21,377 from 21,623
Change-246 (-1%)
Value$2.9M (-$298.7K)
Filed 2026-10-14
Bison Wealth, LLC
DECREASED
Shares21,364 from 22,174
Change-810 (-4%)
Value$2.9M (-$318.5K)
Filed 2026-10-13
Culbertson A N & Co Inc
DECREASED
Shares21,336 from 21,741
Change-405 (-2%)
Value$2.9M (-$321.9K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
DECREASED
Shares21,210 from 21,857
Change-647 (-3%)
Value$2.9M (-$356.2K)
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares21,135 from 27,914
Change-6,779 (-24%)
Value$2.9M (-$1.3M)
Filed 2026-10-28
Abundance Wealth Counselors
DECREASED
Shares21,132 from 22,805
Change-1,673 (-7%)
Value$2.9M (-$507.4K)
Filed 2026-10-26
Peterson Wealth Advisors, LLC
DECREASED
Shares21,054 from 21,252
Change-198 (-1%)
Value$2.9M (-$287.7K)
Filed 2026-10-08
TruNorth Capital Management, LLC
UNCHANGED
Shares21,033 from 21,033
Change0 (0%)
Value$2.9M (-$258.0K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares21,031 from 21,491
Change-460 (-2%)
Value$2.9M (-$326.2K)
Filed 2026-10-13
Invera Wealth Advisors, LLC
DECREASED
Shares21,023 from 21,143
Change-120 (-1%)
Value$2.9M (-$275.7K)
Filed 2026-10-28
Evanson Financial, LLC
DECREASED
Shares20,981 from 21,056
Change-75 (0%)
Value$2.9M (-$268.5K)
Filed 2026-10-23
Financial Counselors Inc
INCREASED
Shares20,827 from 19,933
Change+894 (+4%)
Value$2.8M (-$123.0K)
Filed 2026-10-22
Lewis Asset Management, LLC
INCREASED
Shares20,792 from 20,716
Change+76 (+0%)
Value$2.8M (-$243.9K)
Filed 2026-10-14
Emergent Wealth Advisors, LLC
DECREASED
Shares20,640 from 21,396
Change-756 (-4%)
Value$2.8M (-$373.2K)
Filed 2026-10-09
Narwhal Capital Management
INCREASED
Shares20,465 from 20,450
Change+15 (+0%)
Value$2.8M (-$248.9K)
Filed 2026-11-04
Harbour Capital Advisors, LLC
INCREASED
Shares20,454 from 19,729
Change+725 (+4%)
Value$2.8M (-$89.2K)
Filed 2026-10-13
Novem Group
DECREASED
Shares20,449 from 20,482
Change-33 (0%)
Value$2.8M (-$255.9K)
Filed 2026-10-19
Innovative Wealth Building LLC
DECREASED
Shares20,440 from 22,137
Change-1,697 (-8%)
Value$2.8M (-$502.5K)
Filed 2026-10-14
BXM Wealth LLC
INCREASED
Shares20,413 from 19,685
Change+728 (+4%)
Value$2.8M (-$142.4K)
Filed 2026-11-03
Busey Bank
INCREASED
Shares20,411 from 20,299
Change+112 (+1%)
Value$2.8M (-$233.8K)
Filed 2026-10-26
Journey Beyond Wealth, LLC
DECREASED
Shares20,364 from 22,948
Change-2,584 (-11%)
Value$2.8M (-$633.2K)
Filed 2026-11-04
LCW Services, LLC
DECREASED
Shares20,260 from 20,455
Change-195 (-1%)
Value$2.8M (-$277.5K)
Filed 2026-10-21
Flavin Financial Services, Inc.
INCREASED
Shares20,211 from 18,860
Change+1,351 (+7%)
Value$2.7M (-$47.6K)
Filed 2026-10-21
Pines Wealth Management, LLC
DECREASED
Shares20,039 from 20,277
Change-238 (-1%)
Value$2.7M (-$281.2K)
Filed 2026-10-21
Vestor Capital, LLC
INCREASED
Shares20,004 from 749
Change+19,255 (+2571%)
Value$6.2K (+$6.1K)
Filed 2026-11-04
Atwater Malick LLC
INCREASED
Shares19,917 from 19,829
Change+88 (+0%)
Value$2.7M (-$231.3K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares19,916 from 18,273
Change+1,643 (+9%)
Value$2.7M (+$16.7K)
Filed 2026-10-13
Capital Squared Financial LLC
DECREASED
Shares19,866 from 22,156
Change-2,290 (-10%)
Value$2.7M (-$583.4K)
Filed 2026-10-30
AGF Management LTD
DECREASED
Shares19,865 from 19,915
Change-50 (0%)
Value$2.7M (-$251.2K)
Filed 2026-11-03
St. Clair Advisors, LLC
INCREASED
Shares19,837 from 18,162
Change+1,675 (+9%)
Value$2.7M (+$5.0K)
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares19,782 from 34,530
Change-14,748 (-43%)
Value$2.7M (-$2.4M)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares19,695 from 19,792
Change-97 (0%)
Value$2.7M (-$255.9K)
Filed 2026-10-16
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares19,497 from 19,979
Change-482 (-2%)
Value$2.7M (-$310.7K)
Filed 2026-10-29
Gerald Baker Financial Group LLC
INCREASED
Shares19,457 from 19,421
Change+36 (+0%)
Value$2.6M (-$233.3K)
Filed 2026-10-09
Aspect Partners, LLC
DECREASED
Shares19,323 from 19,826
Change-503 (-3%)
Value$2.6M (-$311.7K)
Filed 2026-10-20
Argyle Capital Partners, LLC
DECREASED
Shares19,312 from 19,953
Change-641 (-3%)
Value$2.6M (-$332.1K)
Filed 2026-10-23
Tranquility Partners, LLC
DECREASED
Shares19,199 from 19,280
Change-81 (0%)
Value$2.6M (-$247.6K)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
DECREASED
Shares19,114 from 19,180
Change-66 (0%)
Value$2.6M (-$244.4K)
Filed 2026-10-28
Absolute Capital Management, LLC
UNCHANGED
Shares19,048 from 19,048
Change0 (0%)
Value$2.6M (-$233.7K)
Filed 2026-10-16
Brown Wealth Management, LLC
INCREASED
Shares19,044 from 10,180
Change+8,864 (+87%)
Value$2.6M (+$1.1M)
Filed 2026-10-20
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares19,021 from 18,338
Change+683 (+4%)
Value$2.6M (-$132.0K)
Filed 2026-10-19
CRA Financial Services, LLC
DECREASED
Shares19,014 from 19,623
Change-609 (-3%)
Value$2.6M (-$323.6K)
Filed 2026-10-16
Balentine LLC
INCREASED
Shares18,922 from 18,889
Change+33 (+0%)
Value$2.6M (-$227.3K)
Filed 2026-11-03
Missouri Trust & Investment Co
DECREASED
Shares18,918 from 18,968
Change-50 (0%)
Value$2.6M (-$185.5K)
Filed 2026-11-04
First County Bank
INCREASED
Shares18,872 from 16,454
Change+2,418 (+15%)
Value$2.6M (+$127.1K)
Filed 2026-10-13
Affinity Capital Advisors, LLC
INCREASED
Shares18,871 from 18,485
Change+386 (+2%)
Value$2.6M (-$118.0K)
Filed 2026-10-13
Columbia Bank
INCREASED
Shares18,824 from 17,254
Change+1,570 (+9%)
Value$2.6M (+$1.9K)
Filed 2026-10-29
AUA Capital Management, LLC
DECREASED
Shares18,541 from 19,397
Change-856 (-4%)
Value$2.5M (-$354.5K)
Filed 2026-10-15
Ascent Group, LLC
DECREASED
Shares18,430 from 19,533
Change-1,103 (-6%)
Value$2.5M (-$389.7K)
Filed 2026-10-30
Kellett Wealth Advisors, LLC
INCREASED
Shares18,358 from 15,255
Change+3,103 (+20%)
Value$2.5M (+$235.0K)
Filed 2026-10-15
Intergy Private Wealth, LLC
INCREASED
Shares18,343 from 17,490
Change+853 (+5%)
Value$2.5M (-$98.6K)
Filed 2026-10-16
Owl Creek Wealth Partners LLC
DECREASED
Shares18,219 from 18,290
Change-71 (0%)
Value$2.5M (-$234.1K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED
Shares18,117 from 18,087
Change+30 (+0%)
Value$2.5M (-$217.8K)
Filed 2026-11-02
Summit Global Investments
INCREASED
Shares18,096 from 13,936
Change+4,160 (+30%)
Value$2.5K (-$2.1M)
Filed 2026-10-28
Boston Trust Walden Corp
INCREASED
Shares17,985 from 15,390
Change+2,595 (+17%)
Value$2.4M (+$164.2K)
Filed 2026-10-30
Valley National Advisers Inc
DECREASED
Shares17,950 from 20,462
Change-2,512 (-12%)
Value$2.4M (-$592.8K)
Filed 2026-10-23
Blue Line Capital, LLC / IL
INCREASED
Shares17,824 from 16,864
Change+960 (+6%)
Value$2.4M (-$76.4K)
Filed 2026-11-04
Sunbeam Capital Management, LLC
INCREASED
Shares17,748 from 17,664
Change+84 (+0%)
Value$2.4M (-$205.3K)
Filed 2026-11-05
Smart Wealth LLC
INCREASED
Shares17,717 from 3,886
Change+13,831 (+356%)
Value$2.4M (+$1.8M)
Filed 2026-11-04
Legacies Wealth LLC
UNCHANGED
Shares17,686 from 17,686
Change0 (0%)
Value$2.4M (-$217.0K)
Filed 2026-11-02
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares17,634 from 17,274
Change+360 (+2%)
Value$2.4M (-$163.0K)
Filed 2026-10-19
Wilkins Miller Wealth Management, LLC
INCREASED
Shares17,617 from 17,394
Change+223 (+1%)
Value$2.4M (-$183.1K)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares17,605 from 17,537
Change+68 (+0%)
Value$2.4M (-$205.9K)
Filed 2026-10-22
Cambridge Advisors Inc.
INCREASED
Shares17,551 from 17,487
Change+64 (+0%)
Value$2.4M (-$205.9K)
Filed 2026-10-19
Narus Financial Partners, LLC
DECREASED
Shares17,427 from 18,532
Change-1,105 (-6%)
Value$2.4M (-$377.7K)
Filed 2026-10-19
Revolve Wealth Partners, LLC
DECREASED
Shares17,401 from 17,635
Change-234 (-1%)
Value$2.4M (-$248.3K)
Filed 2026-10-23
SeaBridge Investment Advisors LLC
INCREASED
Shares17,368 from 14,491
Change+2,877 (+20%)
Value$2.4M (+$213.6K)
Filed 2026-11-02
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares17,302 from 17,302
Change0 (0%)
Value$2.4M (-$212.3K)
Filed 2026-10-30
Eagle Strategies LLC
DECREASED
Shares17,257 from 17,374
Change-117 (-1%)
Value$2.3M (-$229.1K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares17,221 from 17,161
Change+60 (+0%)
Value$2.3K (-$202)
Filed 2026-10-27
Obermeyer Wealth Partners
DECREASED
Shares17,213 from 17,307
Change-94 (-1%)
Value$2.3M (-$225.1K)
Filed 2026-10-21
Eastern Bank
DECREASED
Shares17,011 from 17,844
Change-833 (-5%)
Value$2.3M (-$332.3K)
Filed 2026-10-05
Able Financial Group, LLC
DECREASED
Shares16,988 from 17,304
Change-316 (-2%)
Value$2.3M (-$255.3K)
Filed 2026-10-14
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares16,965 from 16,965
Change0 (0%)
Value$2.3M (-$208.2K)
Filed 2026-11-04
Sunburst Financial Group, LLC
INCREASED
Shares16,959 from 16,455
Change+504 (+3%)
Value$2.3M (-$133.3K)
Filed 2026-10-09
Thrive Wealth Management, LLC
INCREASED
Shares16,948 from 16,875
Change+73 (+0%)
Value$2.3M (-$197.2K)
Filed 2026-10-13
Delta Financial Advisors LLC
INCREASED
Shares16,932 from 16,853
Change+79 (+0%)
Value$2.3M (-$196.0K)
Filed 2026-10-27
Roberts Wealth Advisors, LLC
DECREASED
Shares16,829 from 18,197
Change-1,368 (-8%)
Value$2.3M (-$409.4K)
Filed 2026-10-14
World Equity Group, Inc.
DECREASED
Shares16,783 from 17,913
Change-1,130 (-6%)
Value$2.3M (-$373.5K)
Filed 2026-10-14
SWP Financial LLC
DECREASED
Shares16,767 from 16,957
Change-190 (-1%)
Value$2.3M (-$233.9K)
Filed 2026-10-23
Global View Capital Management LLC
INCREASED
Shares16,730 from 13,631
Change+3,099 (+23%)
Value$2.3M (+$254.3K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
DECREASED
Shares16,582 from 16,713
Change-131 (-1%)
Value$2.3M (-$222.9K)
Filed 2026-10-21
Lionsbridge Wealth Management LLC
DECREASED
Shares16,579 from 18,222
Change-1,643 (-9%)
Value$2.3M (-$447.1K)
Filed 2026-10-26
Jamison Private Wealth Management, Inc.
INCREASED
Shares16,495 from 16,002
Change+493 (+3%)
Value$2.2M (-$129.3K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares16,456 from 13,710
Change+2,746 (+20%)
Value$2.2M (+$205.4K)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
UNCHANGED
Shares16,456 from 16,456
Change0 (0%)
Value$2.2M (-$201.9K)
Filed 2026-10-15
Vigilare Wealth Management
DECREASED
Shares16,453 from 25,413
Change-8,960 (-35%)
Value$2.2M (-$1.5M)
Filed 2026-10-29
Clear Wave Wealth Management LLC
INCREASED
Shares16,401 from 15,329
Change+1,072 (+7%)
Value$2.2M (-$42.3K)
Filed 2026-11-04
Hudson Oak Wealth Advisory LLC
INCREASED
Shares16,399 from 15,904
Change+495 (+3%)
Value$2.2M (-$127.8K)
Filed 2026-10-16
Founders Grove Wealth Partners, LLC
DECREASED
Shares16,398 from 16,591
Change-193 (-1%)
Value$2.2M (-$229.8K)
Filed 2026-10-16
Aaron Wealth Advisors LLC
INCREASED
Shares16,346 from 11,494
Change+4,852 (+42%)
Value$2.2M (+$519.0K)
Filed 2026-10-13
Shelton Wealth Management, LLC
DECREASED
Shares16,336 from 16,528
Change-192 (-1%)
Value$2.2M (-$229.0K)
Filed 2026-10-16
Mann Financial Group, Inc.
DECREASED
Shares16,200 from 20,367
Change-4,167 (-20%)
Value$2.2M (-$816.8K)
Filed 2026-10-15
Forza Wealth Management, LLC
UNCHANGED
Shares16,186 from 16,186
Change0 (0%)
Value$2.2M (-$198.6K)
Filed 2026-10-20
Great Diamond Partners, LLC
INCREASED
Shares16,121 from 15,651
Change+470 (+3%)
Value$2.2M (-$128.1K)
Filed 2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED
Shares16,117 from 12,802
Change+3,315 (+26%)
Value$2.2M (+$327.8K)
Filed 2026-10-21
Cypress Financial Planning LLC
DECREASED
Shares15,936 from 16,563
Change-627 (-4%)
Value$2.2M (-$288.6K)
Filed 2026-10-09
Means Investment Co., Inc.
DECREASED
Shares15,924 from 16,682
Change-758 (-5%)
Value$2.2M (-$307.7K)
Filed 2026-11-03
Commerce Advisors, LLC
INCREASED
Shares15,916 from 2,242
Change+13,674 (+610%)
Value$2.2M (+$1.8M)
Filed 2026-10-19
Camelot Technology Advisors, Inc.
INCREASED
Shares15,884 from 15,865
Change+19 (+0%)
Value$2.2M (-$192.0K)
Filed 2026-10-09
Firestone Capital Management
INCREASED
Shares15,839 from 14,812
Change+1,027 (+7%)
Value$2.2M (-$42.1K)
Filed 2026-11-03
NBH Bank
DECREASED
Shares15,719 from 15,827
Change-108 (-1%)
Value$2.1M (-$208.9K)
Filed 2026-11-05
Moneco Advisors, LLC
INCREASED
Shares15,703 from 12,379
Change+3,324 (+27%)
Value$2.1M (+$300.4K)
Filed 2026-11-05
Winebrenner Capital Management LLC
DECREASED
Shares15,673 from 16,096
Change-423 (-3%)
Value$2.1M (-$255.1K)
Filed 2026-10-07
Confluence Wealth Services, Inc.
INCREASED
Shares15,629 from 12,879
Change+2,750 (+21%)
Value$2.1M (+$216.3K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares15,573 from 12,313
Change+3,260 (+26%)
Value$2.1M (+$292.4K)
Filed 2026-10-14
Joel Adams & Associates, Inc.
INCREASED
Shares15,545 from 14,905
Change+640 (+4%)
Value$2.1M (-$95.9K)
Filed 2026-11-02
Rockwood Wealth Management, LLC
INCREASED
Shares15,531 from 15,471
Change+60 (+0%)
Value$2.1M (-$181.7K)
Filed 2026-10-27
JSF Financial, LLC
DECREASED
Shares15,410 from 15,817
Change-407 (-3%)
Value$2.1M (-$249.3K)
Filed 2026-10-22
Retirement Guys Formula LLC
DECREASED
Shares15,392 from 15,925
Change-533 (-3%)
Value$2.1M (-$261.8K)
Filed 2026-10-26
Almanack Investment Partners, Llc.
DECREASED
Shares15,373 from 15,917
Change-544 (-3%)
Value$2.1M (-$269.3K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
INCREASED
Shares15,315 from 15,031
Change+284 (+2%)
Value$2.1M (-$145.7K)
Filed 2026-11-02
Inman Jager Wealth Management, LLC
INCREASED
Shares15,220 from 14,286
Change+934 (+7%)
Value$2.1M (-$48.2K)
Filed 2026-11-05
True Private Wealth Advisors
INCREASED
Shares15,044 from 15,015
Change+29 (+0%)
Value$2.0M (-$180.1K)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares15,002 from 14,719
Change+283 (+2%)
Value$2.0M (-$96.4K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares14,945 from 20,962
Change-6,017 (-29%)
Value$2.0M (-$1.1M)
Filed 2026-11-04
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares14,904 from 17,801
Change-2,897 (-16%)
Value$2.0M (-$612.7K)
Filed 2026-10-30
Penobscot Investment Management Company, Inc.
DECREASED
Shares14,833 from 14,834
Change-1 (0%)
Value$2.0M (-$182.2K)
Filed 2026-10-26
Hilltop National Bank
DECREASED
Shares14,803 from 15,360
Change-557 (-4%)
Value$2.0M (-$264.2K)
Filed 2026-10-14
Integrity Advisory Solutions, LLC
DECREASED
Shares14,777 from 16,646
Change-1,869 (-11%)
Value$2.0M (-$458.5K)
Filed 2026-10-29
Grey Ledge Advisors, LLC
DECREASED
Shares14,752 from 15,008
Change-256 (-2%)
Value$2.0M (-$219.1K)
Filed 2026-11-02
Accurate Wealth Management, LLC
DECREASED
Shares14,729 from 18,694
Change-3,965 (-21%)
Value$2.0M (-$694.4K)
Filed 2026-10-20
BlueSky Wealth Advisors, LLC
DECREASED
Shares14,649 from 14,748
Change-99 (-1%)
Value$2.0M (-$194.4K)
Filed 2026-10-29
MKD Wealth Coaches, LLC
INCREASED
Shares14,560 from 14,268
Change+292 (+2%)
Value$2.0M (-$135.3K)
Filed 2026-10-09
BIP Wealth, LLC
INCREASED
Shares14,537 from 10,993
Change+3,544 (+32%)
Value$2.0M (+$347.3K)
Filed 2026-10-22
Princeton Global Asset Management LLC
INCREASED
Shares14,462 from 14,353
Change+109 (+1%)
Value$2.0M (-$161.3K)
Filed 2026-10-21
Carrera Capital Advisors
DECREASED
Shares14,423 from 14,438
Change-15 (0%)
Value$2.0M (-$179.1K)
Filed 2026-11-03
Interchange Capital Partners, LLC
DECREASED
Shares14,342 from 14,403
Change-61 (0%)
Value$2.0M (-$185.0K)
Filed 2026-10-28
Urban Wealth Management, LLC
DECREASED
Shares14,310 from 14,817
Change-507 (-3%)
Value$1.9M (-$250.8K)
Filed 2026-10-21
Retirement Investment Advisors, Inc.
INCREASED
Shares14,216 from 14,161
Change+55 (+0%)
Value$1.9M (-$119.5K)
Filed 2026-10-22
Kassira Wealth Management LLC
INCREASED
Shares14,207 from 14,115
Change+92 (+1%)
Value$1.9M (-$160.7K)
Filed 2026-10-28
NBT Bank, N.A.
INCREASED
Shares14,170 from 13,869
Change+301 (+2%)
Value$1.9M (-$129.2K)
Filed 2026-10-21
General Partner, Inc.
UNCHANGED
Shares14,115 from 14,115
Change0 (0%)
Value$1.9M (-$173.2K)
Filed 2026-10-05
Fiduciary Advisors, Inc.
DECREASED
Shares14,064 from 14,163
Change-99 (-1%)
Value$1.9M (-$187.2K)
Filed 2026-10-16
Odyssey Capital Advisors, Inc.
INCREASED
Shares14,051 from 13,762
Change+289 (+2%)
Value$1.9M (-$129.6K)
Filed 2026-10-26
Legacy Capital Wealth Partners, LLC
INCREASED
Shares14,048 from 13,189
Change+859 (+7%)
Value$656.6K (-$57.3K)
Filed 2026-10-21
Michael Brady & Co., LLC
UNCHANGED
Shares14,027 from 14,027
Change0 (0%)
Value$1.9M (-$172.1K)
Filed 2026-10-23
High Net Worth Advisory Group LLC
DECREASED
Shares14,015 from 14,694
Change-679 (-5%)
Value$1.9M (-$272.6K)
Filed 2026-10-26
Steph & Co
DECREASED
Shares14,008 from 14,477
Change-469 (-3%)
Value$1.9M (-$241.4K)
Filed 2026-10-07
Foundation Wealth Management, Llc\pa
DECREASED
Shares13,982 from 16,812
Change-2,830 (-17%)
Value$1.9M (-$591.3K)
Filed 2026-10-14
Cora Capital Advisors LLC
DECREASED
Shares13,970 from 14,999
Change-1,029 (-7%)
Value$1.9M (-$324.0K)
Filed 2026-11-02
International Private Wealth Advisors LLC
DECREASED
Shares13,890 from 14,305
Change-415 (-3%)
Value$1.9M (-$232.0K)
Filed 2026-11-05
SevenBridge Financial Group, LLC
DECREASED
Shares13,848 from 15,064
Change-1,216 (-8%)
Value$1.9M (-$337.1K)
Filed 2026-10-26
AWM Capital, LLC
DECREASED
Shares13,848 from 13,849
Change-1 (0%)
Value$1.9M (-$169.9K)
Filed 2026-10-16
Avion Wealth
DECREASED
Shares13,833 from 13,873
Change-40 (0%)
Value$1.9M (-$176.0K)
Filed 2026-11-04
Secure Asset Management, LLC
INCREASED
Shares13,802 from 13,423
Change+379 (+3%)
Value$1.9M (-$113.0K)
Filed 2026-10-19
Simon Quick Advisors, LLC
INCREASED
Shares13,765 from 11,444
Change+2,321 (+20%)
Value$1.9M (+$175.4K)
Filed 2026-10-26
Brady Family Wealth, LLC
DECREASED
Shares13,750 from 13,970
Change-220 (-2%)
Value$1.9M (-$201.4K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED
Shares13,716 from 11,134
Change+2,582 (+23%)
Value$1.9M (+$214.6K)
Filed 2026-10-19
Regatta Capital Group, LLC
DECREASED
Shares13,552 from 13,601
Change-49 (0%)
Value$1.8M (-$173.6K)
Filed 2026-10-23
TFC Financial Management, Inc.
UNCHANGED
Shares13,512 from 13,512
Change0 (0%)
Value$1.8M (-$165.8K)
Filed 2026-10-26
Univest Financial Corp
DECREASED
Shares13,460 from 19,076
Change-5,616 (-29%)
Value$1.8M (-$998.1K)
Filed 2026-11-05
Plimoth Trust Co LLC
INCREASED
Shares13,420 from 12,894
Change+526 (+4%)
Value$1.8M (-$86.7K)
Filed 2026-10-26
Compass Wealth Management LLC
DECREASED
Shares13,366 from 13,752
Change-386 (-3%)
Value$1.8M (-$221.2K)
Filed 2026-10-22
Goldstein Advisors, LLC
DECREASED
Shares13,307 from 13,917
Change-610 (-4%)
Value$1.8M (-$253.7K)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares13,216 from 11,698
Change+1,518 (+13%)
Value$1.8M (+$54.6K)
Filed 2026-10-15
O'Brien Greene & Co. Inc
DECREASED
Shares13,056 from 13,106
Change-50 (0%)
Value$1.8M (-$167.6K)
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares13,029 from 9,905
Change+3,124 (+32%)
Value$1.8M (+$303.5K)
Filed 2026-10-29
GLR Partners, LLC
INCREASED
Shares13,014 from 12,553
Change+461 (+4%)
Value$1.8M (-$91.3K)
Filed 2026-11-04
SWS Partners
DECREASED
Shares12,957 from 13,074
Change-117 (-1%)
Value$1.8M (-$176.4K)
Filed 2026-10-26
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares12,949 from 13,210
Change-261 (-2%)
Value$1.8M (-$197.6K)
Filed 2026-10-14
ZWJ Investment Counsel Inc
DECREASED
Shares12,932 from 12,936
Change-4 (0%)
Value$1.8M (-$159.3K)
Filed 2026-10-15
Quattro Financial Advisors LLC
UNCHANGED
Shares12,886 from 12,886
Change0 (0%)
Value$1.8M (-$158.1K)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares12,791
Change+12,791
Value$1.7M
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares12,771 from 6,678
Change+6,093 (+91%)
Value$1.7M (+$747.0K)
Filed 2026-11-04
Nova R Wealth, Inc.
DECREASED
Shares12,767 from 12,917
Change-150 (-1%)
Value$1.7M (-$179.0K)
Filed 2026-10-26
Powerhouse Assets LLC
INCREASED
Shares12,718 from 12,386
Change+332 (+3%)
Value$1.7M (-$106.8K)
Filed 2026-10-19
Hardin Capital Partners, LLC
INCREASED
Shares12,717 from 12,323
Change+394 (+3%)
Value$1.7M (-$99.6K)
Filed 2026-10-09
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares12,679 from 12,964
Change-285 (-2%)
Value$1.7M (-$197.7K)
Filed 2026-10-16
Lineweaver Wealth Advisors, LLC
DECREASED
Shares12,600 from 12,617
Change-17 (0%)
Value$1.7M (-$157.2K)
Filed 2026-10-13
RCW Management, LLC
DECREASED
Shares12,592 from 13,412
Change-820 (-6%)
Value$1.7M (-$276.2K)
Filed 2026-10-30
Meridian Investment Counsel Inc.
UNCHANGED
Shares12,568 from 12,568
Change0 (0%)
Value$1.7M (-$154.2K)
Filed 2026-10-14
Rockland Trust Co
INCREASED
Shares12,536 from 12,192
Change+344 (+3%)
Value$1.7M (-$102.8K)
Filed 2026-10-05
Integrity Alliance, Llc.
INCREASED
Shares12,508 from 10,380
Change+2,128 (+21%)
Value$1.7M (+$162.2K)
Filed 2026-10-29
Center for Financial Planning, Inc.
DECREASED
Shares12,485 from 13,188
Change-703 (-5%)
Value$1.7M (-$257.5K)
Filed 2026-10-26
Argentarii, LLC
UNCHANGED
Shares12,459 from 12,459
Change0 (0%)
Value$1.7M (-$154.1K)
Filed 2026-10-28
Ceera Investments, LLC
INCREASED
Shares12,404 from 2,752
Change+9,652 (+351%)
Value$1.7M (+$1.3M)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED
Shares12,381 from 12,597
Change-216 (-2%)
Value$1.7M (-$184.1K)
Filed 2026-10-23
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares12,379 from 12,379
Change0 (0%)
Value$1.7M (-$151.9K)
Filed 2026-10-07
John W. Brooker & Co., CPAs
DECREASED
Shares12,328 from 14,731
Change-2,403 (-16%)
Value$1.7M (-$507.6K)
Filed 2026-10-21
Bullock Wealth Management Group
INCREASED
Shares12,319 from 10,953
Change+1,366 (+12%)
Value$1.7M (+$71.3K)
Filed 2026-10-09
RMR Wealth Builders
DECREASED
Shares12,229 from 13,572
Change-1,343 (-10%)
Value$1.7M (-$349.2K)
Filed 2026-10-22
Principle Wealth Partners LLC
UNCHANGED
Shares12,148 from 12,148
Change0 (0%)
Value$1.7M (-$149.1K)
Filed 2026-11-02
Financial Planning Hawaii, Inc.
DECREASED
Shares12,132 from 14,073
Change-1,941 (-14%)
Value$1.7M (-$436.7K)
Filed 2026-10-13
Calamos Advisors LLC
INCREASED
Shares12,128 from 11,953
Change+175 (+1%)
Value$1.6M (-$122.9K)
Filed 2026-11-02
Financial Partners Group, Inc
DECREASED
Shares12,082 from 12,277
Change-195 (-2%)
Value$1.6M (-$177.2K)
Filed 2026-10-19
Nolet Wealth Management, LLC
UNCHANGED
Shares12,056 from 12,056
Change0 (0%)
Value$1.6M (-$147.9K)
Filed 2026-10-15
Valpey Financial Services, LLC
INCREASED
Shares12,050 from 11,582
Change+468 (+4%)
Value$1.6M (-$78.4K)
Filed 2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares12,035 from 14,335
Change-2,300 (-16%)
Value$1.6M (-$464.7K)
Filed 2026-10-29
WP Advisors, LLC
DECREASED
Shares12,030 from 13,775
Change-1,745 (-13%)
Value$1.6M (-$406.3K)
Filed 2026-10-22
Midland Wealth Advisors, LLC
DECREASED
Shares12,009 from 12,156
Change-147 (-1%)
Value$1.6M (-$169.2K)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares11,967 from 3,695
Change+8,272 (+224%)
Value$1.7M (+$1.2M)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares11,941 from 12,518
Change-577 (-5%)
Value$1.6M (-$211.3K)
Filed 2026-11-02
Omni 360 Wealth, Inc.
INCREASED
Shares11,894 from 11,560
Change+334 (+3%)
Value$1.6M (-$96.4K)
Filed 2026-10-13
Flagship Private Wealth, LLC
DECREASED
Shares11,863 from 11,886
Change-23 (0%)
Value$1.6M (-$148.9K)
Filed 2026-11-05
Tennessee Valley Asset Management Partners
INCREASED
Shares11,860 from 11,443
Change+417 (+4%)
Value$1.6M (-$83.7K)
Filed 2026-11-03
Asset Dedication, LLC
DECREASED
Shares11,807 from 14,723
Change-2,916 (-20%)
Value$1.6M (-$577.3K)
Filed 2026-11-03
HRC Wealth Management, LLC
INCREASED
Shares11,785 from 11,034
Change+751 (+7%)
Value$1.6M (-$33.3K)
Filed 2026-10-16
William John Sempolinski
DECREASED
Shares11,773 from 11,833
Change-60 (-1%)
Value$1.6M (-$153.4K)
Filed 2026-10-20
Sherman Wealth Management LLC
DECREASED
Shares11,725 from 12,634
Change-909 (-7%)
Value$1.6M (-$278.7K)
Filed 2026-10-16
American State Bank (Iowa)
DECREASED
Shares11,687 from 11,957
Change-270 (-2%)
Value$1.6M (-$183.4K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares11,677 from 451,113
Change-439,436 (-97%)
Value$1.6M (-$65.3M)
Filed 2026-10-21
Olistico Wealth, LLC
INCREASED
Shares11,656 from 11,615
Change+41 (+0%)
Value$1.6M (-$137.0K)
Filed 2026-10-05
Mascagni Wealth Management, Inc.
DECREASED
Shares11,642 from 11,796
Change-154 (-1%)
Value$1.6M (-$165.6K)
Filed 2026-10-23
Procyon Advisors, LLC
DECREASED
Shares11,632 from 12,169
Change-537 (-4%)
Value$1.6M (-$222.4K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares11,630
Change+11,630
Value$1.6K
Filed 2026-11-03
Summit Investment Advisory Services, LLC
INCREASED
Shares11,608 from 11,434
Change+174 (+2%)
Value$1.6M (-$116.6K)
Filed 2026-11-03
Keenan, LLC
DECREASED
Shares11,589 from 13,051
Change-1,462 (-11%)
Value$1.6M (-$359.0K)
Filed 2026-10-23
Fort Washington Investment Advisors Inc
INCREASED
Shares11,522 from 11,453
Change+69 (+1%)
Value$1.6M (-$131.1K)
Filed 2026-10-15
RDA Financial Network
DECREASED
Shares11,518 from 12,422
Change-904 (-7%)
Value$1.6M (-$275.4K)
Filed 2026-10-15
KWB Wealth
DECREASED
Shares11,482 from 11,490
Change-8 (0%)
Value$1.6M (-$142.1K)
Filed 2026-10-16
Northwest Wealth Advisors, LLC
INCREASED
Shares11,478 from 10,721
Change+757 (+7%)
Value$1.6M (-$28.6K)
Filed 2026-11-02
Leverty Financial Group, LLC
DECREASED
Shares11,473 from 12,358
Change-885 (-7%)
Value$1.6M (-$272.0K)
Filed 2026-10-08
Essex Bank
INCREASED
Shares11,394 from 10,483
Change+911 (+9%)
Value$1.6M (-$4.7K)
Filed 2026-10-16
Allegheny Financial Group
DECREASED
Shares11,388 from 11,461
Change-73 (-1%)
Value$1.5M (-$150.6K)
Filed 2026-11-05
Investment Advisory Services Inc
DECREASED
Shares11,352 from 11,394
Change-42 (0%)
Value$1.5M (-$145.5K)
Filed 2026-10-27
Noble Wealth Management PBC
DECREASED
Shares11,321 from 12,358
Change-1,037 (-8%)
Value$1.5M (-$292.8K)
Filed 2026-10-01
Colorado Capital Management, Inc.
DECREASED
Shares11,244 from 14,491
Change-3,247 (-22%)
Value$1.5K (-$619)
Filed 2026-10-15
Wealth Dimensions Group, Ltd.
INCREASED
Shares11,163 from 10,573
Change+590 (+6%)
Value$1.5M (-$49.4K)
Filed 2026-11-02
DecisionMap Wealth Management, LLC
DECREASED
Shares11,086 from 11,274
Change-188 (-2%)
Value$1.5M (-$163.9K)
Filed 2026-10-29
Finward Bancorp
INCREASED
Shares11,052 from 10,642
Change+410 (+4%)
Value$1.5M (-$74.8K)
Filed 2026-10-14
ETF Store, Inc.
INCREASED
Shares10,966 from 8,997
Change+1,969 (+22%)
Value$1.5M (+$157.5K)
Filed 2026-10-19
Bucket List Wealth Management, LLC
DECREASED
Shares10,896 from 10,939
Change-43 (0%)
Value$1.5M (-$140.1K)
Filed 2026-10-22
Layline Advisors, LLC
DECREASED
Shares10,889 from 11,130
Change-241 (-2%)
Value$1.5M (-$169.4K)
Filed 2026-11-02
Continuum Wealth Advisors, LLC
UNCHANGED
Shares10,882 from 10,882
Change0 (0%)
Value$1.5M (-$133.5K)
Filed 2026-10-20
Arlington Trust Co LLC
UNCHANGED
Shares10,880 from 10,880
Change0 (0%)
Value$1.5M (-$133.5K)
Filed 2026-10-20
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares10,818 from 10,367
Change+451 (+4%)
Value$1.5M (-$65.9K)
Filed 2026-10-22
NWF Advisory Services Inc.
INCREASED
Shares10,800 from 10,017
Change+783 (+8%)
Value$1.5M (-$16.4K)
Filed 2026-10-19
Chemistry Wealth Management LLC
UNCHANGED
Shares10,734 from 10,734
Change0 (0%)
Value$1.5M (-$131.7K)
Filed 2026-10-16
Stokes Capital Advisors, LLC
INCREASED
Shares10,726 from 6,058
Change+4,668 (+77%)
Value$1.5M (+$560.7K)
Filed 2026-10-09
Allen Capital Group, LLC
DECREASED
Shares10,664 from 10,935
Change-271 (-2%)
Value$1.5M (-$171.0K)
Filed 2026-10-27
Sterling Financial Planning, Inc.
DECREASED
Shares10,652 from 10,706
Change-54 (0%)
Value$1.4M (-$138.7K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares10,615 from 10,264
Change+351 (+3%)
Value$1.4M (-$78.1K)
Filed 2026-10-29
Equity Wealth Partners, LLC
INCREASED
Shares10,560 from 10,224
Change+336 (+3%)
Value$1.4M (-$79.8K)
Filed 2026-10-26
Ti-Trust, Inc
UNCHANGED
Shares10,546 from 10,546
Change0 (0%)
Value$1.4M (-$129.4K)
Filed 2026-10-21
Maltin Wealth Management, Inc.
DECREASED
Shares10,541 from 10,594
Change-53 (0%)
Value$1.4M (-$137.2K)
Filed 2026-10-13
Grant Street Asset Management, Inc.
DECREASED
Shares10,536 from 11,046
Change-510 (-5%)
Value$1.4M (-$204.9K)
Filed 2026-10-26
Bedminster, LLC
DECREASED
Shares10,524 from 10,550
Change-26 (0%)
Value$1.4M (-$133.0K)
Filed 2026-11-04
Aviance Capital Partners, LLC
INCREASED
Shares10,516 from 10,478
Change+38 (+0%)
Value$1.4M (-$123.4K)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares10,421 from 9,722
Change+699 (+7%)
Value$1.4M (-$7.7K)
Filed 2026-11-03
Lincoln Capital LLC
DECREASED
Shares10,420 from 10,442
Change-22 (0%)
Value$1.4M (-$127.6K)
Filed 2026-10-09
Fjell Capital, LLC
NEW
Shares10,401
Change+10,401
Value$1.4M
Filed 2026-10-13
Sound Income Strategies, LLC
DECREASED
Shares10,389 from 10,770
Change-381 (-4%)
Value$1.4M (-$170.8K)
Filed 2026-10-09
AAF Wealth Management, LLC
DECREASED
Shares10,204 from 10,538
Change-334 (-3%)
Value$1.4M (-$174.8K)
Filed 2026-10-28
Nixon Peabody Trust Co
INCREASED
Shares10,167 from 9,712
Change+455 (+5%)
Value$1.4M (-$57.3K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares10,166 from 12,511
Change-2,345 (-19%)
Value$1.4M (-$472.5K)
Filed 2026-10-27
Emerald Advisors, LLC
DECREASED
Shares10,162 from 10,269
Change-107 (-1%)
Value$1.4M (-$140.6K)
Filed 2026-10-13
Alpha Omega Wealth Management LLC
INCREASED
Shares10,129 from 9,696
Change+433 (+4%)
Value$1.4M (-$60.1K)
Filed 2026-10-23
Milestone Investment Advisors LLC
DECREASED
Shares10,077 from 10,148
Change-71 (-1%)
Value$1.4M (-$134.2K)
Filed 2026-11-05
Solstein Capital, LLC
UNCHANGED
Shares10,073 from 10,073
Change0 (0%)
Value$1.4M (-$123.6K)
Filed 2026-11-02
Compass Ion Advisors, LLC
DECREASED
Shares10,062 from 10,076
Change-14 (0%)
Value$1.4M (-$125.6K)
Filed 2026-10-23
Acumen Wealth Advisors, LLC
DECREASED
Shares10,060 from 10,417
Change-357 (-3%)
Value$1.4M (-$176.4K)
Filed 2026-11-05
Nichols & Pratt Advisers LLP
INCREASED
Shares10,030 from 9,630
Change+400 (+4%)
Value$1.4M (-$54.4K)
Filed 2026-10-13
KG Capital Management
INCREASED
Shares10,029 from 9,616
Change+413 (+4%)
Value$1.4M (-$61.9K)
Filed 2026-10-15
S.E.E.D. Planning Group LLC
INCREASED
Shares10,002 from 5,750
Change+4,252 (+74%)
Value$1.4M (+$507.9K)
Filed 2026-10-07
Riverchase Wealth Management, LLC
UNCHANGED
Shares9,975 from 9,975
Change0 (0%)
Value$1.4M (-$122.4K)
Filed 2026-10-28
Innealta Capital, LLC
INCREASED
Shares9,939 from 8,481
Change+1,458 (+17%)
Value$1.4M (+$94.3K)
Filed 2026-11-02
Cadinha & Co LLC
DECREASED
Shares9,923 from 9,946
Change-23 (0%)
Value$1.3M (-$125.2K)
Filed 2026-10-22
Tilia Fiduciary Partners, Inc.
DECREASED
Shares9,906 from 10,069
Change-163 (-2%)
Value$1.3M (-$145.8K)
Filed 2026-10-09
Sherry Group, Inc.
INCREASED
Shares9,880 from 9,837
Change+43 (+0%)
Value$1.3M (-$105.1K)
Filed 2026-10-09
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares9,846 from 9,877
Change-31 (0%)
Value$1.3M (-$125.3K)
Filed 2026-10-26
GS Investments, Inc.
INCREASED
Shares9,839 from 9,785
Change+54 (+1%)
Value$1.3M (-$112.7K)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED
Shares9,760 from 9,057
Change+703 (+8%)
Value$1.3M (-$15.5K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED
Shares9,740 from 4,596
Change+5,144 (+112%)
Value$1.3M (+$668.8K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
DECREASED
Shares9,733 from 10,277
Change-544 (-5%)
Value$1.3M (-$200.0K)
Filed 2026-10-29
National Wealth Management Group, LLC
INCREASED
Shares9,715 from 9,672
Change+43 (+0%)
Value$1.3M (-$112.9K)
Filed 2026-10-26
AA Financial Advisors, LLC
INCREASED
Shares9,707 from 3,859
Change+5,848 (+152%)
Value$1.3M (+$748.2K)
Filed 2026-10-19
Oliver Luxxe Assets LLC
DECREASED
Shares9,623 from 10,300
Change-677 (-7%)
Value$1.3M (-$218.5K)
Filed 2026-10-14
BlueChip Wealth Advisors LLC
UNCHANGED
Shares9,536 from 9,536
Change0 (0%)
Value$1.3M (-$117.0K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares9,530 from 7,347
Change+2,183 (+30%)
Value$1.3M (+$207.0K)
Filed 2026-11-02
Sound Financial Strategies Group, LLC
DECREASED
Shares9,496 from 9,918
Change-422 (-4%)
Value$1.3M (-$179.1K)
Filed 2026-10-30
TCV Trust & Wealth Management, Inc.
DECREASED
Shares9,445 from 9,544
Change-99 (-1%)
Value$1.3M (-$130.6K)
Filed 2026-10-16
Tompkins Financial Corp
INCREASED
Shares9,376 from 9,028
Change+348 (+4%)
Value$1.3M (-$63.4K)
Filed 2026-10-05
Coastline Trust Co
DECREASED
Shares9,306 from 15,058
Change-5,752 (-38%)
Value$1.3M (-$967.3K)
Filed 2026-10-01
Index Fund Advisors, Inc.
DECREASED
Shares9,304 from 10,023
Change-719 (-7%)
Value$1.3M (-$220.8K)
Filed 2026-11-05
Howland Capital Management LLC
DECREASED
Shares9,299 from 9,349
Change-50 (-1%)
Value$1.3M (-$121.5K)
Filed 2026-10-22
Baker Ellis Asset Management LLC
DECREASED
Shares9,285 from 9,342
Change-57 (-1%)
Value$1.3M (-$122.4K)
Filed 2026-10-14
Ignite Planners, LLC
INCREASED
Shares9,245 from 8,913
Change+332 (+4%)
Value$1.2M (-$106.7K)
Filed 2026-10-14
Kathmere Capital Management, LLC
INCREASED
Shares9,237 from 8,768
Change+469 (+5%)
Value$1.3M (-$43.8K)
Filed 2026-10-20
Sendero Wealth Management, LLC
INCREASED
Shares9,195 from 9,177
Change+18 (+0%)
Value$1.3M (-$110.3K)
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
NEW
Shares9,141
Change+9,141
Value$1.2M
Filed 2026-11-04
Capital Management Associates, Inc
DECREASED
Shares9,125 from 9,141
Change-16 (0%)
Value$1.2M (-$114.4K)
Filed 2026-10-20
Mlp3, LLC
DECREASED
Shares9,116 from 10,610
Change-1,494 (-14%)
Value$1.2M (-$333.3K)
Filed 2026-10-22
Charles Schwab Trust Co
DECREASED
Shares9,018 from 9,646
Change-628 (-7%)
Value$1.2M (-$203.8K)
Filed 2026-10-15
Thompson Investment Management, Inc.
INCREASED
Shares9,008 from 8,813
Change+195 (+2%)
Value$1.2M (-$81.6K)
Filed 2026-10-14
Texas Bank & Trust Co
INCREASED
Shares8,999 from 8,687
Change+312 (+4%)
Value$1.2M (-$64.1K)
Filed 2026-11-04
Woodward Financial Advisors, Inc.
INCREASED
Shares8,945 from 8,318
Change+627 (+8%)
Value$1.2M (-$16.8K)
Filed 2026-10-19
CWA Asset Management Group, LLC
INCREASED
Shares8,920 from 8,212
Change+708 (+9%)
Value$1.2M (-$4.6K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED
Shares8,914 from 9,157
Change-243 (-3%)
Value$1.2M (-$145.4K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
DECREASED
Shares8,913 from 9,024
Change-111 (-1%)
Value$1.2M (-$125.8K)
Filed 2026-10-13
Sharkey, Howes & Javer
INCREASED
Shares8,860 from 7,262
Change+1,598 (+22%)
Value$1.2M (+$128.3K)
Filed 2026-10-22
Opinicus Capital, Inc.
DECREASED
Shares8,842 from 9,349
Change-507 (-5%)
Value$1.2M (-$183.7K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares8,841 from 8,562
Change+279 (+3%)
Value$1.2M (-$54.1K)
Filed 2026-11-05
Clearview Wealth Management LLC
DECREASED
Shares8,808 from 8,875
Change-67 (-1%)
Value$1.2M (-$104.3K)
Filed 2026-10-16
Inscription Capital, LLC
INCREASED
Shares8,788 from 8,347
Change+441 (+5%)
Value$1.2M (-$42.4K)
Filed 2026-11-02
Wealth Management Nebraska
DECREASED
Shares8,788 from 9,016
Change-228 (-3%)
Value$1.2M (-$141.7K)
Filed 2026-10-26
Laurel Wealth Planning LLC
DECREASED
Shares8,763 from 8,963
Change-200 (-2%)
Value$1.2M (-$137.2K)
Filed 2026-11-02
Go Invest LLC
INCREASED
Shares8,746 from 8,124
Change+622 (+8%)
Value$1.2M (-$15.2K)
Filed 2026-10-09
Vilga Financial Planning LLC
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$1.2M (-$106.7K)
Filed 2026-10-09
Trueblood Wealth Management, LLC
INCREASED
Shares8,648 from 7,985
Change+663 (+8%)
Value$1.2M (-$7.8K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED
Shares8,625 from 8,559
Change+66 (+1%)
Value$1.2M (-$96.0K)
Filed 2026-10-27
BCS Wealth Management
UNCHANGED
Shares8,613 from 8,613
Change0 (0%)
Value$1.2M (-$105.6K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
INCREASED
Shares8,569 from 3,161
Change+5,408 (+171%)
Value$1.2M (+$707.8K)
Filed 2026-10-19
NavPoint Financial, Inc.
INCREASED
Shares8,543 from 8,530
Change+13 (+0%)
Value$1.2M (-$102.9K)
Filed 2026-10-21
RPG Investment Advisory, LLC
DECREASED
Shares8,503 from 11,167
Change-2,664 (-24%)
Value$1.2M (-$499.4K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
DECREASED
Shares8,470 from 11,216
Change-2,746 (-24%)
Value$1.2M (-$511.2K)
Filed 2026-10-19
Quartz Partners, LLC
INCREASED
Shares8,452 from 8,430
Change+22 (+0%)
Value$1.1M (-$100.5K)
Filed 2026-11-03
Asset One Wealth Management LLC
DECREASED
Shares8,450 from 9,103
Change-653 (-7%)
Value$1.1M (-$181.0K)
Filed 2026-11-02
Sonata Capital Group Inc
INCREASED
Shares8,388 from 8,321
Change+67 (+1%)
Value$1.1M (-$93.0K)
Filed 2026-10-19
SBK Financial, Inc.
UNCHANGED
Shares8,379 from 8,379
Change0 (0%)
Value$1.1M (-$102.8K)
Filed 2026-11-02
Fortress Financial Group, LLC
DECREASED
Shares8,366 from 9,042
Change-676 (-7%)
Value$1.1M (-$202.9K)
Filed 2026-10-21
Ipswich Investment Management Co., Inc.
DECREASED
Shares8,330 from 8,334
Change-4 (0%)
Value$1.1M (-$102.8K)
Filed 2026-10-13
MFA Wealth Services
DECREASED
Shares8,313 from 8,381
Change-68 (-1%)
Value$1.1M (-$112.1K)
Filed 2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares8,245 from 7,788
Change+457 (+6%)
Value$1.1M (-$33.3K)
Filed 2026-10-13
MMA Asset Management LLC
INCREASED
Shares8,239 from 7,665
Change+574 (+7%)
Value$1.1M (-$15.9K)
Filed 2026-11-02
EdgeRock Capital LLC
INCREASED
Shares8,209 from 7,916
Change+293 (+4%)
Value$1.1M (-$57.3K)
Filed 2026-11-03
Partners Wealth Management, LLC
INCREASED
Shares8,169 from 1,793
Change+6,376 (+356%)
Value$1.1M (+$845.4K)
Filed 2026-10-28
PUREfi Wealth, LLC
INCREASED
Shares8,125 from 1,857
Change+6,268 (+338%)
Value$1.1M (+$829.9K)
Filed 2026-10-19
Formidable Asset Management, LLC
INCREASED
Shares8,099 from 8,040
Change+59 (+1%)
Value$1.2M (+$201.8K)
Filed 2026-11-03
Tufton Capital Management
INCREASED
Shares7,995 from 7,984
Change+11 (+0%)
Value$1.1K (-$1.2M)
Filed 2026-10-20
Townsend Asset Management Corp
DECREASED
Shares7,972 from 7,978
Change-6 (0%)
Value$1.1M (-$98.8K)
Filed 2026-10-29
BigSur Wealth Management LLC
UNCHANGED
Shares7,965 from 7,965
Change0 (0%)
Value$1.1M (-$97.7K)
Filed 2026-10-13
Keystone Financial Group, Inc.
DECREASED
Shares7,960 from 7,977
Change-17 (0%)
Value$1.1M (-$100.2K)
Filed 2026-10-13
Objective Capital Management, LLC
DECREASED
Shares7,955 from 8,045
Change-90 (-1%)
Value$1.1M (-$111.0K)
Filed 2026-10-13
Vannoy Advisory Group, Inc.
DECREASED
Shares7,955 from 7,970
Change-15 (0%)
Value$1.1M (-$99.8K)
Filed 2026-10-13
Hohimer Wealth Management, LLC
INCREASED
Shares7,946 from 7,937
Change+9 (+0%)
Value$1.1M (-$96.2K)
Filed 2026-11-04
Helium Advisors LLC
DECREASED
Shares7,919 from 9,009
Change-1,090 (-12%)
Value$1.1M (-$258.8K)
Filed 2026-10-23
Sageworth Trust Co of South Dakota
UNCHANGED
Shares7,894 from 7,894
Change0 (0%)
Value$1.1M (-$96.9K)
Filed 2026-10-30
Centurion Wealth Management LLC
INCREASED
Shares7,878 from 7,539
Change+339 (+5%)
Value$1.1M (-$46.4K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares7,872 from 7,721
Change+151 (+2%)
Value$1.1M (-$74.2K)
Filed 2026-10-16
71 West Capital Partners
DECREASED
Shares7,870 from 8,055
Change-185 (-2%)
Value$1.1M (-$124.0K)
Filed 2026-11-04
Gemmer Asset Management LLC
DECREASED
Shares7,854 from 8,209
Change-355 (-4%)
Value$1.1M (-$149.0K)
Filed 2026-10-16
Great Point Wealth Advisors, LLC
DECREASED
Shares7,853 from 8,007
Change-154 (-2%)
Value$1.1M (-$119.2K)
Filed 2026-10-15
First Nebraska Trust Co
INCREASED
Shares7,817 from 7,741
Change+76 (+1%)
Value$1.1M (-$84.6K)
Filed 2026-10-30
Angeles Wealth Management, LLC
DECREASED
Shares7,816 from 7,902
Change-86 (-1%)
Value$1.1M (-$108.7K)
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares7,665 from 7,933
Change-268 (-3%)
Value$1.0M (-$133.8K)
Filed 2026-10-15
Probity Advisors, Inc.
DECREASED
Shares7,606 from 7,726
Change-120 (-2%)
Value$1.0M (-$111.1K)
Filed 2026-10-23
Sweeney & Michel, LLC
DECREASED
Shares7,592 from 7,865
Change-273 (-3%)
Value$1.0M (-$138.5K)
Filed 2026-10-16
Wlth Capital Management, LLC
DECREASED
Shares7,586 from 59,863
Change-52,277 (-87%)
Value$1.0M (-$7.8M)
Filed 2026-10-20
1834 Investment Advisors Co
DECREASED
Shares7,586 from 7,871
Change-285 (-4%)
Value$1.0M (-$135.3K)
Filed 2026-10-16
First Bancorp, Inc
DECREASED
Shares7,545 from 7,826
Change-281 (-4%)
Value$1.0M (-$134.3K)
Filed 2026-10-26
Opulen Financial Group LLC
INCREASED
Shares7,521 from 7,494
Change+27 (+0%)
Value$1.0M (-$88.3K)
Filed 2026-10-22
Phillip James Consulting Co.
NEW
Shares7,510
Change+7,510
Value$1.0M
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares7,508 from 7,599
Change-91 (-1%)
Value$1.0M (-$105.6K)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares7,503 from 7,332
Change+171 (+2%)
Value$1.0M (-$66.7K)
Filed 2026-10-28
Evolution Wealth Advisors, LLC
UNCHANGED
Shares7,502 from 7,502
Change0 (0%)
Value$1.0M (-$92.1K)
Filed 2026-11-03
Greenhouse Wealth Management, LLC
DECREASED
Shares7,474 from 7,547
Change-73 (-1%)
Value$1.0M (-$101.6K)
Filed 2026-10-20
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares7,471 from 7,471
Change0 (0%)
Value$1.0M (-$91.7K)
Filed 2026-11-03
Colton Groome Financial Advisors, LLC
INCREASED
Shares7,462 from 7,408
Change+54 (+1%)
Value$1.0M (-$83.6K)
Filed 2026-10-06
Acorn Wealth Advisors, LLC
INCREASED
Shares7,447 from 6,399
Change+1,048 (+16%)
Value$1.0M (+$64.1K)
Filed 2026-10-19
Cosner Financial Group, LLC
DECREASED
Shares7,411 from 7,663
Change-252 (-3%)
Value$1.0M (-$128.2K)
Filed 2026-11-03
M.E. Allison & Co., Inc.
INCREASED
Shares7,389 from 7,384
Change+5 (+0%)
Value$1.0M (-$89.9K)
Filed 2026-10-09
Integrity Wealth Partners, LLC
NEW
Shares7,331
Change+7,331
Value$997.3K
Filed 2026-10-14
Three Seasons Wealth, LLC
DECREASED
Shares7,331 from 7,351
Change-20 (0%)
Value$997.2K (-$92.9K)
Filed 2026-11-03
Cynosure Group, LLC
INCREASED
Shares7,277 from 6,508
Change+769 (+12%)
Value$990.1K (+$24.9K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
INCREASED
Shares7,263 from 6,582
Change+681 (+10%)
Value$988.1K (+$11.9K)
Filed 2026-10-23
Asset Allocation & Management Company, LLC
UNCHANGED
Shares7,252 from 7,252
Change0 (0%)
Value$987 (-$89)
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares7,250 from 7,516
Change-266 (-4%)
Value$986.3K (-$137.3K)
Filed 2026-10-30
Client 1ST Advisory Group, LLC
DECREASED
Shares7,246 from 7,363
Change-117 (-2%)
Value$985.7K (-$106.3K)
Filed 2026-10-19
RF&L Wealth Management, LLC
INCREASED
Shares7,245 from 7,240
Change+5 (+0%)
Value$985.6K (-$88.2K)
Filed 2026-10-20
Nvwm, LLC
INCREASED
Shares7,197 from 204
Change+6,993 (+3428%)
Value$979.1K (+$948.8K)
Filed 2026-10-14
Aspen Wealth Management LLC
INCREASED
Shares7,197 from 5,120
Change+2,077 (+41%)
Value$979.0K (+$219.7K)
Filed 2026-10-14
Kondo Wealth Advisors, Inc.
UNCHANGED
Shares7,196 from 7,196
Change0 (0%)
Value$978.9K (-$88.3K)
Filed 2026-10-19
Winthrop Capital Management, LLC
INCREASED
Shares7,168 from 7,150
Change+18 (+0%)
Value$975.1K (-$84.9K)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares7,161 from 5,602
Change+1,559 (+28%)
Value$974.2K (+$143.3K)
Filed 2026-10-27
Insight Advisors, LLC/ PA
DECREASED
Shares7,145 from 7,240
Change-95 (-1%)
Value$971.9K (-$101.7K)
Filed 2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED
Shares7,137 from 7,137
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-22
Keeler Thomas Management LLC
INCREASED
Shares7,132 from 6,062
Change+1,070 (+18%)
Value$970.2K (+$71.3K)
Filed 2026-10-29
4Wealth Advisors, Inc.
INCREASED
Shares7,129 from 3,297
Change+3,832 (+116%)
Value$976.1K (+$490.2K)
Filed 2026-10-13
Serenity Investment Advisors
INCREASED
Shares7,125 from 4,859
Change+2,266 (+47%)
Value$969.3K (+$258.1K)
Filed 2026-10-30
Powell Investment Advisors, LLC
INCREASED
Shares7,098 from 7,072
Change+26 (+0%)
Value$965.7K (-$83.3K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
INCREASED
Shares7,097 from 7,075
Change+22 (+0%)
Value$965.5K (-$83.8K)
Filed 2026-11-05
Tandem Investment Partners LLC
DECREASED
Shares7,075 from 7,660
Change-585 (-8%)
Value$962.5K (-$173.6K)
Filed 2026-10-16
CrossGen Wealth, LLC
DECREASED
Shares7,050 from 7,303
Change-253 (-3%)
Value$959.0K (-$124.1K)
Filed 2026-10-30
Farnam Financial LLC
INCREASED
Shares7,050 from 7,035
Change+15 (+0%)
Value$958.1K (-$85.2K)
Filed 2026-10-21
Linscomb Wealth, Inc.
DECREASED
Shares7,020 from 7,071
Change-51 (-1%)
Value$954.9K (-$93.7K)
Filed 2026-11-05
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares7,014 from 7,068
Change-54 (-1%)
Value$954.2K (-$94.1K)
Filed 2026-10-27
Waters Parkerson & Co., LLC
DECREASED
Shares7,011 from 7,059
Change-48 (-1%)
Value$953.8K (-$93.1K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares7,005 from 8,289
Change-1,284 (-15%)
Value$952.9K (-$276.4K)
Filed 2026-11-04
Cooper Financial Group
INCREASED
Shares6,969 from 6,711
Change+258 (+4%)
Value$948.0K (-$47.3K)
Filed 2026-10-07
Granite Islands Private Wealth, LLC
INCREASED
Shares6,969 from 6,949
Change+20 (+0%)
Value$948.0K (-$82.1K)
Filed 2026-10-16
Barrett & Company, Inc.
INCREASED
Shares6,965 from 6,885
Change+80 (+1%)
Value$947.5K (-$73.6K)
Filed 2026-10-22
Granite Investment Partners, LLC
INCREASED
Shares6,963 from 6,639
Change+324 (+5%)
Value$947.2K (-$37.4K)
Filed 2026-11-04
JB Capital LLC
DECREASED
Shares6,904 from 7,310
Change-406 (-6%)
Value$939.2K (-$144.9K)
Filed 2026-10-19
Cove Private Wealth, LLC
INCREASED
Shares6,902 from 4,532
Change+2,370 (+52%)
Value$938.9K (+$266.8K)
Filed 2026-10-28
Krilogy Financial LLC
INCREASED
Shares6,890 from 6,622
Change+268 (+4%)
Value$947.2K (-$34.9K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
INCREASED
Shares6,868 from 4,991
Change+1,877 (+38%)
Value$934.3K (+$194.1K)
Filed 2026-10-20
Redwood Family Wealth LLC
DECREASED
Shares6,863 from 6,927
Change-64 (-1%)
Value$933.7K (-$93.7K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares6,821 from 6,640
Change+181 (+3%)
Value$928.0K (-$53.8K)
Filed 2026-10-26
White Lighthouse Investment Management Inc.
DECREASED
Shares6,812 from 6,938
Change-126 (-2%)
Value$926.7K (-$102.3K)
Filed 2026-10-21
Donor Advised Charitable Giving, Inc.
DECREASED
Shares6,799 from 6,801
Change-2 (0%)
Value$924.9K (-$83.7K)
Filed 2026-10-28
Vaquero Private Wealth, LTD
INCREASED
Shares6,786 from 6,436
Change+350 (+5%)
Value$923.2K (-$31.4K)
Filed 2026-10-27
Wealth Effects LLC
UNCHANGED
Shares6,781 from 6,781
Change0 (0%)
Value$922.5K (-$83.2K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares6,771 from 4,535
Change+2,236 (+49%)
Value$921.2K (+$248.6K)
Filed 2026-10-13
Pacific Center for Financial Services
DECREASED
Shares6,770 from 6,788
Change-18 (0%)
Value$921.0K (-$85.7K)
Filed 2026-10-15
Foster Group, Inc.
DECREASED
Shares6,749 from 7,155
Change-406 (-6%)
Value$918.2K (-$143.0K)
Filed 2026-10-13
SC&H Financial Advisors, Inc.
DECREASED
Shares6,711 from 7,039
Change-328 (-5%)
Value$913.0K (-$131.0K)
Filed 2026-10-14
PTM Wealth Management, LLC
INCREASED
Shares6,643 from 6,635
Change+8 (+0%)
Value$922.4K (-$38.7K)
Filed 2026-10-23
Beacon Financial Advisory LLC
INCREASED
Shares6,635 from 6,563
Change+72 (+1%)
Value$902.6K (-$70.8K)
Filed 2026-10-16
Banque Pictet & CIE SA
INCREASED
Shares6,624 from 4,249
Change+2,375 (+56%)
Value$901.1K (+$271.0K)
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
DECREASED
Shares6,605 from 6,831
Change-226 (-3%)
Value$898.5K (-$114.5K)
Filed 2026-10-09
Traynor Capital Management, Inc.
INCREASED
Shares6,602 from 6,429
Change+173 (+3%)
Value$898.1K (-$55.4K)
Filed 2026-10-29
LVM Capital Management LTD
UNCHANGED
Shares6,586 from 6,586
Change0 (0%)
Value$896.0K (+$895.0K)
Filed 2026-10-20
Emprise Bank
UNCHANGED
Shares6,580 from 6,580
Change0 (0%)
Value$895.1K (-$80.7K)
Filed 2026-10-07
Horizons Wealth Management
NEW
Shares6,495
Change+6,495
Value$883.6K
Filed 2026-10-05
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares6,488 from 6,355
Change+133 (+2%)
Value$882.6K (-$59.9K)
Filed 2026-10-19
Greystone Financial Group, LLC
INCREASED
Shares6,487 from 4,943
Change+1,544 (+31%)
Value$882.5K (+$149.4K)
Filed 2026-10-26
Gainline Financial Partners, LLC
DECREASED
Shares6,487 from 7,464
Change-977 (-13%)
Value$882.6K (-$224.4K)
Filed 2026-10-15
Lincoln Capital Corp
UNCHANGED
Shares6,482 from 6,482
Change0 (0%)
Value$881.8K (-$79.5K)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares6,480 from 8,827
Change-2,347 (-27%)
Value$881.6K (-$427.5K)
Filed 2026-11-05
McNaughton Wealth Management, LLC
INCREASED
Shares6,420 from 5,703
Change+717 (+13%)
Value$873.4K (+$27.6K)
Filed 2026-10-09
Chapin Davis, Inc.
DECREASED
Shares6,420 from 6,882
Change-462 (-7%)
Value$873.6K (-$147.2K)
Filed 2026-10-09
Security National Bank
INCREASED
Shares6,412 from 6,140
Change+272 (+4%)
Value$872.3K (-$38.3K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED
Shares6,408 from 6,129
Change+279 (+5%)
Value$871.7K (-$37.3K)
Filed 2026-10-15
Commonwealth Financial Services, LLC
INCREASED
Shares6,401 from 6,250
Change+151 (+2%)
Value$870.7K (-$56.2K)
Filed 2026-10-20
Sentinel Advisory Group, LLC
DECREASED
Shares6,314 from 6,355
Change-41 (-1%)
Value$858.9K (-$83.5K)
Filed 2026-10-20
One Way Holdings LLC
INCREASED
Shares6,312 from 5,632
Change+680 (+12%)
Value$858.7K (+$23.4K)
Filed 2026-10-29
ADE, LLC
DECREASED
Shares6,302 from 6,323
Change-21 (0%)
Value$857.3K (-$80.4K)
Filed 2026-10-29
Seven Post Investment Office LP
UNCHANGED
Shares6,298 from 6,298
Change0 (0%)
Value$856.8K (-$77.3K)
Filed 2026-10-26
TL Private Wealth
INCREASED
Shares6,269 from 5,937
Change+332 (+6%)
Value$861.8K (-$1.5K)
Filed 2026-10-13
Upper Left Wealth Management, LLC
INCREASED
Shares6,252 from 5,336
Change+916 (+17%)
Value$850.5K (+$59.1K)
Filed 2026-10-14
Greenwood Gearhart LLC
INCREASED
Shares6,229 from 5,910
Change+319 (+5%)
Value$847.4K (-$29.1K)
Filed 2026-11-02
S.A. Mason LLC
UNCHANGED
Shares6,198 from 6,198
Change0 (0%)
Value$843.2K (-$76.0K)
Filed 2026-10-13
BKM Wealth Management, LLC
INCREASED
Shares6,175 from 5,201
Change+974 (+19%)
Value$840.2K (+$68.7K)
Filed 2026-10-22
Indiana Trust & Investment Management Co
DECREASED
Shares6,141 from 6,321
Change-180 (-3%)
Value$835.4K (-$102.0K)
Filed 2026-10-22
Gradient Capital Advisors, LLC
INCREASED
Shares6,135 from 6,134
Change+1 (+0%)
Value$834.6K (-$75.2K)
Filed 2026-10-21
Collective Family Office LLC
DECREASED
Shares6,134 from 6,265
Change-131 (-2%)
Value$834.5K (-$94.7K)
Filed 2026-10-05
Key FInancial Inc
DECREASED
Shares6,101 from 6,411
Change-310 (-5%)
Value$829.9K (-$120.9K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares6,086 from 6,102
Change-16 (0%)
Value$845.0K (-$59.9K)
Filed 2026-10-21
Postrock Partners LLC
INCREASED
Shares6,062 from 5,441
Change+621 (+11%)
Value$824.7K (+$17.7K)
Filed 2026-11-02
Kennebec Savings Bank
UNCHANGED
Shares6,017 from 6,017
Change0 (0%)
Value$818.6K (-$73.8K)
Filed 2026-10-22
Dupree Financial Group, LLC
INCREASED
Shares5,996 from 5,869
Change+127 (+2%)
Value$815.7K (-$54.7K)
Filed 2026-10-09
Exchange Bank
INCREASED
Shares5,995 from 5,915
Change+80 (+1%)
Value$815.6K (-$61.7K)
Filed 2026-10-07
Ballast Rock Private Wealth LLC
INCREASED
Shares5,987 from 5,566
Change+421 (+8%)
Value$814.5K (-$11.0K)
Filed 2026-10-26
Navigation Group, LLC
DECREASED
Shares5,982 from 6,120
Change-138 (-2%)
Value$813.7K (-$93.9K)
Filed 2026-10-28
LVZ, Inc.
DECREASED
Shares5,941 from 15,648
Change-9,707 (-62%)
Value$808.2K (-$1.5M)
Filed 2026-10-20
Creekside Partners
INCREASED
Shares5,927 from 5,923
Change+4 (+0%)
Value$806.2K (-$72.2K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares5,914 from 5,844
Change+70 (+1%)
Value$805.2K (-$62.4K)
Filed 2026-11-03
Relyea Zuckerberg Hanson LLC
DECREASED
Shares5,900 from 5,956
Change-56 (-1%)
Value$802.6K (-$80.7K)
Filed 2026-10-20
Lazari Capital Management, Inc.
DECREASED
Shares5,893 from 5,912
Change-19 (0%)
Value$801.7K (-$75.1K)
Filed 2026-10-20
Argos Wealth Advisors, LLC
UNCHANGED
Shares5,871 from 5,871
Change0 (0%)
Value$798.7K (-$72.0K)
Filed 2026-11-02
Weaver Consulting Group
INCREASED
Shares5,846 from 2,175
Change+3,671 (+169%)
Value$795.3K (+$472.8K)
Filed 2026-10-07
Total Clarity Wealth Management, Inc.
DECREASED
Shares5,819 from 7,399
Change-1,580 (-21%)
Value$791.6K (-$305.7K)
Filed 2026-10-26
Brookmont Capital Management
DECREASED
Shares5,812 from 5,884
Change-72 (-1%)
Value$790.7K (-$82.0K)
Filed 2026-10-23
Kearns & Associates LLC
UNCHANGED
Shares5,808 from 5,808
Change0 (0%)
Value$790.1K (-$71.3K)
Filed 2026-10-09
Motive Wealth Advisors
DECREASED
Shares5,789 from 5,795
Change-6 (0%)
Value$787.5K (-$71.9K)
Filed 2026-10-26
Advanced Asset Management Advisors Inc
INCREASED
Shares5,782 from 5,781
Change+1 (+0%)
Value$786.6K (-$70.8K)
Filed 2026-10-20
Toth Financial Advisory Corp
INCREASED
Shares5,730 from 4,744
Change+986 (+21%)
Value$779.6K (+$76.0K)
Filed 2026-10-08
Clark Asset Management, LLC
INCREASED
Shares5,730 from 5,351
Change+379 (+7%)
Value$779.5K (-$14.2K)
Filed 2026-10-19
Lpwm LLC
INCREASED
Shares5,724 from 5,692
Change+32 (+1%)
Value$778.7K (-$65.5K)
Filed 2026-10-20
Droms Strauss Advisors Inc
DECREASED
Shares5,708 from 5,760
Change-52 (-1%)
Value$776.5K (-$77.6K)
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares5,705 from 5,553
Change+152 (+3%)
Value$776.1K (-$47.5K)
Filed 2026-11-05
Shade Tree Advisors LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$775.4K (-$69.9K)
Filed 2026-10-22
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares5,698 from 5,638
Change+60 (+1%)
Value$775.2K (-$61.0K)
Filed 2026-10-22
Washington Trust Advisors, Inc.
INCREASED
Shares5,686 from 5,678
Change+8 (+0%)
Value$773.5K (-$68.6K)
Filed 2026-10-22
Greenspring Advisors, LLC
INCREASED
Shares5,663 from 5,600
Change+63 (+1%)
Value$770.4K (-$60.2K)
Filed 2026-11-05
August Group Capital Ltd
INCREASED
Shares5,663 from 5,642
Change+21 (+0%)
Value$770.4K (-$66.4K)
Filed 2026-10-14
Livet Wealth, LLC
DECREASED
Shares5,662 from 5,768
Change-106 (-2%)
Value$770.3K (-$85.2K)
Filed 2026-10-27
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares5,629 from 5,862
Change-233 (-4%)
Value$765.8K (-$103.6K)
Filed 2026-10-14
Virtue Asset Management LLC
INCREASED
Shares5,625 from 3,928
Change+1,697 (+43%)
Value$765.2K (+$182.7K)
Filed 2026-10-21
Root Financial Partners, LLC
DECREASED
Shares5,555 from 8,308
Change-2,753 (-33%)
Value$755.7K (-$476.4K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
INCREASED
Shares5,516 from 5,515
Change+1 (+0%)
Value$750.3K (-$67.7K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
INCREASED
Shares5,501 from 5,456
Change+45 (+1%)
Value$748.3K (-$60.8K)
Filed 2026-10-09
InvesTrust
DECREASED
Shares5,489 from 5,510
Change-21 (0%)
Value$746.7K (-$70.5K)
Filed 2026-10-14
Crew Capital Management, Ltd
DECREASED
Shares5,488 from 5,557
Change-69 (-1%)
Value$746.6K (-$77.6K)
Filed 2026-10-28
SP Asset Management LLC
INCREASED
Shares5,442 from 5,441
Change+1 (+0%)
Value$740.3K (-$66.6K)
Filed 2026-11-05
Harrell Investment Partners, LLC
DECREASED
Shares5,430 from 5,727
Change-297 (-5%)
Value$738.7K (-$110.7K)
Filed 2026-10-15
Integral Investment Advisors, Inc.
DECREASED
Shares5,406 from 5,584
Change-178 (-3%)
Value$735.4K (-$92.7K)
Filed 2026-11-03
WealthBridge Capital Management, LLC
INCREASED
Shares5,386 from 4,611
Change+775 (+17%)
Value$732.7K (+$48.9K)
Filed 2026-10-16
Ridgeline Wealth Planning, LLC
DECREASED
Shares5,379 from 5,414
Change-35 (-1%)
Value$731.8K (-$71.2K)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
DECREASED
Shares5,363 from 5,441
Change-78 (-1%)
Value$729.5K (-$77.4K)
Filed 2026-10-26
Maseco LLP
DECREASED
Shares5,344 from 5,570
Change-226 (-4%)
Value$726.9K (-$99.2K)
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares5,339 from 5,339
Change0 (0%)
Value$726.3K (-$65.5K)
Filed 2026-10-30
Investment Partners, Ltd.
INCREASED
Shares5,329 from 1,966
Change+3,363 (+171%)
Value$725.1K (+$433.4K)
Filed 2026-10-29
Roan Capital Partners
INCREASED
Shares5,325 from 4,596
Change+729 (+16%)
Value$724.4K (+$42.8K)
Filed 2026-10-09
W Advisors, LLC
UNCHANGED
Shares5,313 from 5,313
Change0 (0%)
Value$722.8K (-$65.2K)
Filed 2026-11-02
Sierra Summit Advisors LLC
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$721.0K (-$65.0K)
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
DECREASED
Shares5,298 from 5,797
Change-499 (-9%)
Value$720.7K (-$139.0K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares5,285 from 5,540
Change-255 (-5%)
Value$718.9K (-$102.8K)
Filed 2026-11-04
Hoxton Planning & Management, LLC
DECREASED
Shares5,282 from 5,286
Change-4 (0%)
Value$718.6K (-$65.4K)
Filed 2026-10-15
Alhambra Investment Management LLC
DECREASED
Shares5,265 from 5,318
Change-53 (-1%)
Value$716.2K (-$72.5K)
Filed 2026-10-15
KW Wealth Management LLC
NEW
Shares5,261
Change+5,261
Value$715.7K
Filed 2026-10-28
UMB Private Wealth Management, LLC
NEW
Shares5,256
Change+5,256
Value$715.0K
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares5,249 from 5,919
Change-670 (-11%)
Value$714.0K (-$163.8K)
Filed 2026-10-08
3Chopt Investment Partners, LLC
DECREASED
Shares5,238 from 5,600
Change-362 (-6%)
Value$712.6K (-$118.0K)
Filed 2026-10-30
Brady Martz Wealth Solutions, LLC
INCREASED
Shares5,236 from 3,727
Change+1,509 (+40%)
Value$712.3K (+$159.6K)
Filed 2026-11-05
Sunpointe, LLC
DECREASED
Shares5,221 from 5,394
Change-173 (-3%)
Value$710.2K (-$89.8K)
Filed 2026-10-22
KOM Wealth Management Group, LLC
DECREASED
Shares5,216 from 8,235
Change-3,019 (-37%)
Value$709.6K (-$511.7K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
DECREASED
Shares5,202 from 5,463
Change-261 (-5%)
Value$707.7K (-$102.5K)
Filed 2026-10-15
Willow Creek Wealth Management Inc.
UNCHANGED
Shares5,202 from 5,202
Change0 (0%)
Value$707.7K (-$63.8K)
Filed 2026-10-26
JGP Wealth Management, LLC
UNCHANGED
Shares5,196 from 5,196
Change0 (0%)
Value$706.9K (-$63.8K)
Filed 2026-10-13
Financial Insights, Inc.
INCREASED
Shares5,182 from 4,594
Change+588 (+13%)
Value$705.0K (+$23.6K)
Filed 2026-10-27
Fourpath Capital Management, LLC
DECREASED
Shares5,168 from 5,173
Change-5 (0%)
Value$703.1K (-$64.2K)
Filed 2026-10-19
Ledyard National Bank
DECREASED
Shares5,166 from 5,811
Change-645 (-11%)
Value$702.8K (-$159.0K)
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares5,163 from 4,666
Change+497 (+11%)
Value$702.4K (+$10.4K)
Filed 2026-10-23
Chicago Capital, LLC
UNCHANGED
Shares5,118 from 5,118
Change0 (0%)
Value$696.2K (-$62.8K)
Filed 2026-10-13
Financial Perspectives, Inc
INCREASED
Shares5,100 from 5,069
Change+31 (+1%)
Value$693.8K (-$57.9K)
Filed 2026-11-03
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares5,099 from 5,099
Change0 (0%)
Value$693.7K (-$62.6K)
Filed 2026-10-09
Alpine Bank Wealth Management
DECREASED
Shares5,097 from 15,385
Change-10,288 (-67%)
Value$693.4K (-$1.6M)
Filed 2026-10-16
Gilman Hill Asset Management, LLC
UNCHANGED
Shares5,075 from 5,075
Change0 (0%)
Value$690.4K (-$62.3K)
Filed 2026-10-13
Cowa, LLC
UNCHANGED
Shares5,055 from 5,055
Change0 (0%)
Value$687.7K (-$62.0K)
Filed 2026-10-30
Mosley Wealth Management
DECREASED
Shares5,045 from 5,183
Change-138 (-3%)
Value$692.2K (-$76.4K)
Filed 2026-10-16
Fire Capital Management LLC
NEW
Shares5,018
Change+5,018
Value$682.6K
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,983 from 5,194
Change-211 (-4%)
Value$677.9K (-$92.4K)
Filed 2026-10-14
BluePrint Investing LLC
UNCHANGED
Shares4,949 from 4,949
Change0 (0%)
Value$673.3K (-$60.7K)
Filed 2026-10-14
Uptick Partners, LLC
INCREASED
Shares4,942 from 4,900
Change+42 (+1%)
Value$672.4K (-$54.3K)
Filed 2026-11-04
Daymark Wealth Partners, LLC
INCREASED
Shares4,939 from 4,911
Change+28 (+1%)
Value$671.8K (-$56.5K)
Filed 2026-11-04
High Probability Advisors, LLC
UNCHANGED
Shares4,937 from 4,937
Change0 (0%)
Value$671.6K (-$60.6K)
Filed 2026-10-19
E&G Advisors, LLC
UNCHANGED
Shares4,927 from 4,927
Change0 (0%)
Value$670.3K (-$60.5K)
Filed 2026-10-13
Willis Johnson Wealth, Inc.
DECREASED
Shares4,905 from 6,221
Change-1,316 (-21%)
Value$667.3K (-$255.3K)
Filed 2026-11-03
21 West Wealth Management LLC
DECREASED
Shares4,895 from 5,271
Change-376 (-7%)
Value$665.9K (-$115.8K)
Filed 2026-10-13
Main Street Group, LTD
INCREASED
Shares4,864 from 4,854
Change+10 (+0%)
Value$661.6K (-$58.3K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED
Shares4,840 from 4,904
Change-64 (-1%)
Value$658.4K (-$68.9K)
Filed 2026-10-29
Bayban
UNCHANGED
Shares4,832 from 4,832
Change0 (0%)
Value$716.6K ($0)
Filed 2026-11-05
Wealth Group Ltd
DECREASED
Shares4,823 from 4,889
Change-66 (-1%)
Value$668.1K (-$57.0K)
Filed 2026-10-07
LMG Wealth Partners, LLC
INCREASED
Shares4,821 from 4,751
Change+70 (+1%)
Value$655.8K (-$48.8K)
Filed 2026-11-05
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares4,818 from 4,829
Change-11 (0%)
Value$655.4K (-$60.7K)
Filed 2026-10-29
Nemes Rush Group LLC
DECREASED
Shares4,771 from 4,813
Change-42 (-1%)
Value$649.0K (-$64.8K)
Filed 2026-11-04
Winthrop Advisory Group LLC
DECREASED
Shares4,759 from 5,057
Change-298 (-6%)
Value$647.4K (-$102.5K)
Filed 2026-10-22
Live Oak Private Wealth LLC
INCREASED
Shares4,744 from 4,712
Change+32 (+1%)
Value$645.4K (-$53.5K)
Filed 2026-11-02
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares4,732 from 5,079
Change-347 (-7%)
Value$643.7K (-$109.5K)
Filed 2026-10-14
Salem Investment Counselors Inc
DECREASED
Shares4,729 from 4,977
Change-248 (-5%)
Value$643.3K (-$94.8K)
Filed 2026-10-13
LFG Wealth Partners, LLC
DECREASED
Shares4,705 from 17,105
Change-12,400 (-72%)
Value$640.1K (-$1.9M)
Filed 2026-10-28
North Star Investment Management Corp.
INCREASED
Shares4,696 from 4,692
Change+4 (+0%)
Value$638.8K (-$57.1K)
Filed 2026-10-27
Financial Council, LLC
INCREASED
Shares4,684 from 4,608
Change+76 (+2%)
Value$637.2K (-$46.2K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares4,677 from 21,948
Change-17,271 (-79%)
Value$648.6K (-$2.6M)
Filed 2026-11-04
Portland Financial Advisors Inc
INCREASED
Shares4,677 from 4,137
Change+540 (+13%)
Value$636.3K (+$22.7K)
Filed 2026-10-26
Nilsine Partners, LLC
INCREASED
Shares4,674 from 4,117
Change+557 (+14%)
Value$635.9K (+$25.3K)
Filed 2026-11-02
Twelve Points Wealth Management LLC
DECREASED
Shares4,672 from 5,714
Change-1,042 (-18%)
Value$655.4K (-$192.0K)
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares4,660 from 4,660
Change0 (0%)
Value$638.3K (-$52.8K)
Filed 2026-10-28
Balefire, LLC
DECREASED
Shares4,656 from 5,795
Change-1,139 (-20%)
Value$633.4K (-$226.1K)
Filed 2026-10-09
Clear Point Advisors Inc.
INCREASED
Shares4,646 from 4,275
Change+371 (+9%)
Value$632.0K (-$2.1K)
Filed 2026-10-30
Insight Wealth Strategies, LLC
DECREASED
Shares4,644 from 4,668
Change-24 (-1%)
Value$631.8K (-$56.9K)
Filed 2026-10-09
Flywheel Private Wealth LLC
DECREASED
Shares4,638 from 4,824
Change-186 (-4%)
Value$631.0K (-$84.6K)
Filed 2026-11-02
Bernardo Wealth Planning LLC
INCREASED
Shares4,630 from 2,312
Change+2,318 (+100%)
Value$630.0K (+$287.0K)
Filed 2026-10-23
Appleton Partners Inc
DECREASED
Shares4,630 from 4,832
Change-202 (-4%)
Value$630 (-$716.4K)
Filed 2026-10-30
Patten & Patten Inc
UNCHANGED
Shares4,627 from 4,627
Change0 (0%)
Value$629.4K (-$56.8K)
Filed 2026-10-26
Orange Investment Advisors, Inc.
DECREASED
Shares4,606 from 4,618
Change-12 (0%)
Value$626.6K (-$58.3K)
Filed 2026-10-23
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares4,602 from 4,602
Change0 (0%)
Value$626.0K (-$56.0K)
Filed 2026-11-03
Peddock Capital Advisors, LLC
UNCHANGED
Shares4,602 from 4,602
Change0 (0%)
Value$626.0K (-$56.4K)
Filed 2026-10-16
Symphony Financial, Ltd. Co.
DECREASED
Shares4,577 from 4,675
Change-98 (-2%)
Value$624.2K (-$67.4K)
Filed 2026-10-22
Beacon Bank & Trust
UNCHANGED
Shares4,555 from 4,555
Change0 (0%)
Value$619.7K (-$55.9K)
Filed 2026-10-27
Occidental Asset Management, LLC
DECREASED
Shares4,539 from 6,454
Change-1,915 (-30%)
Value$617.4K (-$339.7K)
Filed 2026-11-05
Sfam, LLC
DECREASED
Shares4,521 from 4,539
Change-18 (0%)
Value$615.1K (-$58.1K)
Filed 2026-11-03
Philadelphia Trust Co
DECREASED
Shares4,520 from 4,555
Change-35 (-1%)
Value$615.0K (-$61.0K)
Filed 2026-11-05
Sensible Money, LLC
DECREASED
Shares4,484 from 7,483
Change-2,999 (-40%)
Value$610.0K (-$499.8K)
Filed 2026-10-20
Nautilus Advisors LLC
INCREASED
Shares4,484 from 4,290
Change+194 (+5%)
Value$610.0K (-$14.4K)
Filed 2026-10-07
Doliver Advisors, LP
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$609.1K (-$54.9K)
Filed 2026-10-01
Milestone Asset Management Group, LLC
INCREASED
Shares4,463 from 4,247
Change+216 (+5%)
Value$607.2K (-$22.7K)
Filed 2026-10-20
Correct Capital Wealth Management
DECREASED
Shares4,458 from 4,459
Change-1 (0%)
Value$606.6K (-$54.7K)
Filed 2026-11-02
MV Capital Management, Inc.
INCREASED
Shares4,451 from 4,402
Change+49 (+1%)
Value$605.5K (-$47.3K)
Filed 2026-10-29
Howard Capital Management Group, LLC
UNCHANGED
Shares4,449 from 4,449
Change0 (0%)
Value$605.2K (-$54.6K)
Filed 2026-10-16
Avondale Wealth Management
INCREASED
Shares4,443 from 3,830
Change+613 (+16%)
Value$604.4K (+$36.4K)
Filed 2026-10-15
Arnold Financial Planning LLC
DECREASED
Shares4,440 from 4,654
Change-214 (-5%)
Value$604.0K (-$86.2K)
Filed 2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED
Shares4,435 from 4,404
Change+31 (+1%)
Value$603.3K (-$49.9K)
Filed 2026-10-30
Evansbrook LLC
INCREASED
Shares4,431 from 4,304
Change+127 (+3%)
Value$602.8K (-$35.5K)
Filed 2026-10-16
Guyasuta Investment Advisors Inc
DECREASED
Shares4,429 from 4,652
Change-223 (-5%)
Value$602.6K (-$87.4K)
Filed 2026-10-15
Keystone Wealth Services, LLC
INCREASED
Shares4,421 from 4,162
Change+259 (+6%)
Value$605.3K (-$11.9K)
Filed 2026-11-03
Kachkovsky & Fisher, Inc.
DECREASED
Shares4,389 from 4,407
Change-18 (0%)
Value$597.1K (-$56.6K)
Filed 2026-10-21
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares4,380 from 4,380
Change0 (0%)
Value$595.9K (-$53.7K)
Filed 2026-10-23
Balboa Wealth Partners
DECREASED
Shares4,361 from 4,399
Change-38 (-1%)
Value$593.3K (-$59.1K)
Filed 2026-10-20
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares4,345 from 4,345
Change0 (0%)
Value$591.1K (-$53.3K)
Filed 2026-11-02
Clarity Wealth Advisors, LLC
INCREASED
Shares4,334 from 4,254
Change+80 (+2%)
Value$589.6K (-$41.3K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares4,325
Change+4,325
Value$575.7K
Filed 2026-10-26
Cornerstone Planning Group LLC
DECREASED
Shares4,309 from 4,637
Change-328 (-7%)
Value$592.8K (-$83.2K)
Filed 2026-10-16
FC Advisory LLC
INCREASED
Shares4,309 from 4,284
Change+25 (+1%)
Value$586.2K (-$49.1K)
Filed 2026-10-05
Unique Wealth Strategies, LLC
UNCHANGED
Shares4,305 from 4,305
Change0 (0%)
Value$638.4K ($0)
Filed 2026-10-13
Courage Miller Partners, LLC
DECREASED
Shares4,293 from 4,309
Change-16 (0%)
Value$584.0K (-$55.0K)
Filed 2026-10-21
Pinnacle Financial Group, LLC / IL
DECREASED
Shares4,283 from 4,432
Change-149 (-3%)
Value$582.6K (-$74.7K)
Filed 2026-10-29
Advisor OS, LLC
DECREASED
Shares4,281 from 4,490
Change-209 (-5%)
Value$582.4K (-$83.6K)
Filed 2026-11-03
Altus Wealth Group LLC
INCREASED
Shares4,276 from 3,749
Change+527 (+14%)
Value$581.7K (+$25.7K)
Filed 2026-10-20
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares4,270 from 4,270
Change0 (0%)
Value$580.9K (-$52.4K)
Filed 2026-10-09
First Premier Bank
DECREASED
Shares4,259 from 4,266
Change-7 (0%)
Value$579 (-$54)
Filed 2026-10-13
Ballentine Capital Advisors, Inc
INCREASED
Shares4,249 from 3,908
Change+341 (+9%)
Value$578.0K (-$1.6K)
Filed 2026-10-14
EPG Wealth Management LLC
INCREASED
Shares4,249 from 4,231
Change+18 (+0%)
Value$578.0K (-$49.5K)
Filed 2026-11-03
Lauer Wealth, LLC
INCREASED
Shares4,242 from 4,084
Change+158 (+4%)
Value$582.5K (-$11.3K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
INCREASED
Shares4,215 from 4,214
Change+1 (+0%)
Value$573.4K (-$51.6K)
Filed 2026-10-16
Dale Q Rice Investment Management Ltd
INCREASED
Shares4,205 from 3,966
Change+239 (+6%)
Value$572.1K (-$16.1K)
Filed 2026-10-09
L.K. Benson & Company, P.C.
NEW
Shares4,192
Change+4,192
Value$570.2K
Filed 2026-10-23
GreatBanc Trust Co
DECREASED
Shares4,185 from 4,340
Change-155 (-4%)
Value$569.3K (-$74.3K)
Filed 2026-11-04
Woodmont Investment Counsel LLC
INCREASED
Shares4,163 from 4,090
Change+73 (+2%)
Value$566.3K (-$40.3K)
Filed 2026-10-29
Leisure Capital Management
UNCHANGED
Shares4,158 from 4,158
Change0 (0%)
Value$565.7K (-$51.0K)
Filed 2026-11-03
SFG Wealth Management, Llc.
INCREASED
Shares4,156 from 4,043
Change+113 (+3%)
Value$565.3K (-$34.2K)
Filed 2026-10-23
Orgel Wealth Management, LLC
UNCHANGED
Shares4,133 from 4,133
Change0 (0%)
Value$562.2K (-$50.7K)
Filed 2026-10-14
Baker Tilly Wealth Management, LLC
DECREASED
Shares4,132 from 4,511
Change-379 (-8%)
Value$562.1K (-$106.9K)
Filed 2026-10-05
Bath Savings Trust Co
INCREASED
Shares4,099 from 3,283
Change+816 (+25%)
Value$557.6K (+$70.7K)
Filed 2026-10-07
Capital City Trust Co
DECREASED
Shares4,094 from 4,794
Change-700 (-15%)
Value$556.9K (-$154.1K)
Filed 2026-10-22
Diversified Enterprises, LLC
INCREASED
Shares4,091 from 3,963
Change+128 (+3%)
Value$556.5K (-$31.3K)
Filed 2026-10-19
Worth Asset Management, LLC
NEW
Shares4,078
Change+4,078
Value$554.8K
Filed 2026-10-07
Gouws Capital LLC
INCREASED
Shares4,065 from 4,025
Change+40 (+1%)
Value$553.0K (-$43.9K)
Filed 2026-10-09
Bluedoor Private Wealth, LLC
UNCHANGED
Shares4,052 from 4,052
Change0 (0%)
Value$551.2K (-$49.7K)
Filed 2026-11-05
Kooman & Associates
DECREASED
Shares4,038 from 4,045
Change-7 (0%)
Value$549.3K (-$50.6K)
Filed 2026-10-21
LAM Group, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$544.2K (-$49.1K)
Filed 2026-10-26
HighRoad Wealth Advisors, LLC
DECREASED
Shares3,960 from 4,022
Change-62 (-2%)
Value$538.7K (-$57.8K)
Filed 2026-10-14
Decker Wealth Management LLC
UNCHANGED
Shares3,956 from 3,956
Change0 (0%)
Value$538.2K (-$48.5K)
Filed 2026-10-09
Saxon Interests, Inc.
DECREASED
Shares3,938 from 9,891
Change-5,953 (-60%)
Value$535.7K (-$931.2K)
Filed 2026-10-26
Investment Research Partners LLC
DECREASED
Shares3,924 from 3,932
Change-8 (0%)
Value$533.9K (-$49.3K)
Filed 2026-10-19
Aufman Associates Inc
DECREASED
Shares3,906 from 3,931
Change-25 (-1%)
Value$531.3K (-$51.6K)
Filed 2026-11-04
Balance Wealth Partners LLC
DECREASED
Shares3,905 from 5,717
Change-1,812 (-32%)
Value$531.2K (-$316.7K)
Filed 2026-10-27
Prospera Capital Management, LLC
INCREASED
Shares3,894 from 3,876
Change+18 (+0%)
Value$529.8K (-$39.3K)
Filed 2026-10-19
Lantz Financial LLC
DECREASED
Shares3,893 from 3,942
Change-49 (-1%)
Value$529.6K (-$55.0K)
Filed 2026-10-15
F&V Capital Management, LLC
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$528 (-$574.5K)
Filed 2026-10-19
ADG Wealth Management Group, LLC
DECREASED
Shares3,869 from 4,119
Change-250 (-6%)
Value$526.4K (-$84.6K)
Filed 2026-10-23
Washington Trust Bank
INCREASED
Shares3,857 from 3,265
Change+592 (+18%)
Value$524.7K (+$40.5K)
Filed 2026-11-03
McCarley & Cook Financial Planners
UNCHANGED
Shares3,852 from 3,852
Change0 (0%)
Value$524.1K (-$47.2K)
Filed 2026-10-21
Duncker Streett & Co Inc
UNCHANGED
Shares3,843 from 3,843
Change0 (0%)
Value$522.8K (-$47.2K)
Filed 2026-10-27
GW Henssler & Associates LTD
INCREASED
Shares3,838 from 3,696
Change+142 (+4%)
Value$522.1K (-$26.1K)
Filed 2026-10-26
ARS Investment Partners, LLC
UNCHANGED
Shares3,828 from 3,828
Change0 (0%)
Value$520.8K (-$47.0K)
Filed 2026-11-05
Veracity Capital LLC
DECREASED
Shares3,794 from 3,832
Change-38 (-1%)
Value$516.1K (-$52.1K)
Filed 2026-10-08
Primoris Wealth Advisors, LLC
UNCHANGED
Shares3,776 from 3,776
Change0 (0%)
Value$513.8K (-$46.2K)
Filed 2026-10-28
Avail Investment Partners, LLC
DECREASED
Shares3,764 from 3,772
Change-8 (0%)
Value$512.1K (-$47.4K)
Filed 2026-10-16
Capitol Family Office, Inc.
DECREASED
Shares3,757 from 35,835
Change-32,078 (-90%)
Value$511.1K (-$4.8M)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares3,754 from 3,754
Change0 (0%)
Value$510.7K (-$46.1K)
Filed 2026-10-15
Grant Private Wealth Management Inc
DECREASED
Shares3,740 from 4,040
Change-300 (-7%)
Value$508.8K (-$90.4K)
Filed 2026-10-19
SteelPeak Wealth, LLC
DECREASED
Shares3,717 from 3,807
Change-90 (-2%)
Value$505.7K (-$59.0K)
Filed 2026-10-16
Core Wealth Partners LLC
INCREASED
Shares3,700 from 2,840
Change+860 (+30%)
Value$503.3K (+$82.1K)
Filed 2026-11-02
Bfsg, LLC
UNCHANGED
Shares3,688 from 3,688
Change0 (0%)
Value$501.7K (-$45.3K)
Filed 2026-10-30
Ashford Advisors, LLC
UNCHANGED
Shares3,685 from 3,685
Change0 (0%)
Value$501.3K (-$45.2K)
Filed 2026-11-02
Sentinel Trust Co LBA
UNCHANGED
Shares3,672 from 3,672
Change0 (0%)
Value$500.0K (+$499.5K)
Filed 2026-11-03
Essential Investment Partners LLC
INCREASED
Shares3,658 from 682
Change+2,976 (+436%)
Value$497.6K (+$396.5K)
Filed 2026-10-27
Hixon Zuercher, LLC
UNCHANGED
Shares3,656 from 3,656
Change0 (0%)
Value$497.4K (-$44.9K)
Filed 2026-10-13
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares3,652 from 3,651
Change+1 (+0%)
Value$496.8K (-$44.7K)
Filed 2026-10-09
Kwmg, LLC
DECREASED
Shares3,651 from 3,662
Change-11 (0%)
Value$496.7K (-$46.4K)
Filed 2026-10-07
Howard Wealth Management, LLC
INCREASED
Shares3,634 from 3,632
Change+2 (+0%)
Value$494.4K (-$44.4K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
INCREASED
Shares3,624 from 3,381
Change+243 (+7%)
Value$493.1K (-$8.3K)
Filed 2026-10-21
3Edge Asset Management, LP
DECREASED
Shares3,609 from 3,742
Change-133 (-4%)
Value$490.9K (-$64.1K)
Filed 2026-10-30
CFM Wealth Partners LLC
UNCHANGED
Shares3,577 from 3,577
Change0 (0%)
Value$486.6K (-$43.9K)
Filed 2026-11-05
Private Management Group Inc
DECREASED
Shares3,561 from 3,576
Change-15 (0%)
Value$484.4K (-$45.9K)
Filed 2026-11-04
Ejmk Ventures LLC
UNCHANGED
Shares3,534 from 3,534
Change0 (0%)
Value$480.8K (-$43.4K)
Filed 2026-10-21
Kendall Capital Management
INCREASED
Shares3,521 from 2,644
Change+877 (+33%)
Value$479.0K (+$86.9K)
Filed 2026-10-23
Private Wealth Management Group, LLC
INCREASED
Shares3,503 from 3,363
Change+140 (+4%)
Value$476.5K (-$22.2K)
Filed 2026-10-19
Shepherd Financial Partners LLC
UNCHANGED
Shares3,502 from 3,502
Change0 (0%)
Value$476.4K (-$43.0K)
Filed 2026-11-03
KCM Investment Advisors LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$476.1K (-$42.9K)
Filed 2026-10-27
Rayburn West Financial Services LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$476.1K (-$42.9K)
Filed 2026-11-03
LifeSteps Financial, Inc.
DECREASED
Shares3,496 from 3,599
Change-103 (-3%)
Value$475.6K (-$58.2K)
Filed 2026-10-15
Radnor Capital Management, LLC
INCREASED
Shares3,495 from 3,295
Change+200 (+6%)
Value$475.5K (-$13.2K)
Filed 2026-10-23
Oarsman Capital, Inc.
INCREASED
Shares3,483 from 2,899
Change+584 (+20%)
Value$473.8K (+$43.9K)
Filed 2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares3,463 from 3,594
Change-131 (-4%)
Value$471.1K (-$61.9K)
Filed 2026-10-22
Petros Family Wealth, LLC
DECREASED
Shares3,462 from 3,911
Change-449 (-11%)
Value$471.0K (-$109.0K)
Filed 2026-10-28
Polaris Investment Advisors, LLC
DECREASED
Shares3,452 from 3,949
Change-497 (-13%)
Value$469.6K (-$116.1K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
INCREASED
Shares3,447 from 2,577
Change+870 (+34%)
Value$468.9K (+$86.7K)
Filed 2026-11-03
Carbahal Olsen Financial Services Group, LLC
DECREASED
Shares3,432 from 3,770
Change-338 (-9%)
Value$466.9K (-$92.3K)
Filed 2026-11-05
KFG LLC
NEW
Shares3,414
Change+3,414
Value$464.4K
Filed 2026-11-02
Everett Harris & Co
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$462.5K (-$41.7K)
Filed 2026-10-28
Willner & Heller, LLC
DECREASED
Shares3,381 from 3,454
Change-73 (-2%)
Value$459.9K (-$52.4K)
Filed 2026-10-28
Ballast, Inc.
UNCHANGED
Shares3,374 from 3,374
Change0 (0%)
Value$459.0K (-$41.4K)
Filed 2026-10-20
CGN Advisors LLC
INCREASED
Shares3,365 from 2,911
Change+454 (+16%)
Value$457.8K (+$26.1K)
Filed 2026-10-21
Independent Wealth Network Inc.
DECREASED
Shares3,365 from 3,380
Change-15 (0%)
Value$457.7K (-$43.6K)
Filed 2026-10-19
Equita Financial Network, Inc.
INCREASED
Shares3,330 from 3,264
Change+66 (+2%)
Value$453.0K (-$31.1K)
Filed 2026-10-19
Fortune Financial Group, Inc.
UNCHANGED
Shares3,316 from 3,316
Change0 (0%)
Value$451.0K (-$40.7K)
Filed 2026-10-22
Fund Evaluation Group, LLC
INCREASED
Shares3,308 from 3,306
Change+2 (+0%)
Value$450.0K (-$40.4K)
Filed 2026-11-05
TCP Asset Management, LLC
DECREASED
Shares3,304 from 3,367
Change-63 (-2%)
Value$457.6K (-$41.7K)
Filed 2026-10-14
Garner Asset Management Corp
DECREASED
Shares3,303 from 3,657
Change-354 (-10%)
Value$458.9K (-$83.6K)
Filed 2026-10-30
DKM Wealth Management, Inc.
DECREASED
Shares3,301 from 3,352
Change-51 (-2%)
Value$449.1K (-$48.1K)
Filed 2026-10-09
Stirlingshire Investments, Inc.
INCREASED
Shares3,298 from 3,131
Change+167 (+5%)
Value$448.6K (-$15.7K)
Filed 2026-11-05
Somerset Trust Co
DECREASED
Shares3,263 from 3,582
Change-319 (-9%)
Value$443.9K (-$87.3K)
Filed 2026-10-13
LexAurum Advisors, LLC
INCREASED
Shares3,256 from 3,201
Change+55 (+2%)
Value$443.0K (-$31.8K)
Filed 2026-10-19
Prairie Advisory, LLC
INCREASED
Shares3,248 from 1,481
Change+1,767 (+119%)
Value$441.9K (+$222.2K)
Filed 2026-10-19
Henderson Brothers Financial Partners, LLC
INCREASED
Shares3,248 from 2,974
Change+274 (+9%)
Value$441.8K (+$831)
Filed 2026-11-03
Everhart Financial Group, Inc.
DECREASED
Shares3,238 from 3,593
Change-355 (-10%)
Value$440.5K (-$92.4K)
Filed 2026-10-08
Independent Wealth Advisors LLC
INCREASED
Shares3,237 from 3,222
Change+15 (+0%)
Value$440.4K (-$37.5K)
Filed 2026-10-27
Bensler, LLC
DECREASED
Shares3,217 from 3,404
Change-187 (-5%)
Value$437.6K (-$67.3K)
Filed 2026-11-05
Segment Wealth Management, LLC
INCREASED
Shares3,210 from 2,550
Change+660 (+26%)
Value$436.7K (+$58.5K)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares3,189 from 2,453
Change+736 (+30%)
Value$433.8K (+$70.0K)
Filed 2026-10-28
Mogy Joel R Investment Counsel Inc
INCREASED
Shares3,174 from 313
Change+2,861 (+914%)
Value$431.8K (+$385.4K)
Filed 2026-10-13
Weaver Capital Management LLC
UNCHANGED
Shares3,169 from 3,169
Change0 (0%)
Value$431.1K (+$37.2K)
Filed 2026-10-15
Tassel Capital Management, Inc.
DECREASED
Shares3,167 from 3,173
Change-6 (0%)
Value$430.9K (-$39.7K)
Filed 2026-10-20
Arbor Wealth Advisors LLC
UNCHANGED
Shares3,164 from 3,164
Change0 (0%)
Value$430.4K (-$38.8K)
Filed 2026-10-09
RAM Investment Partners, LLC
INCREASED
Shares3,161 from 1,702
Change+1,459 (+86%)
Value$430.0K (+$177.6K)
Filed 2026-10-21
Asempa Wealth Advisors
DECREASED
Shares3,161 from 3,505
Change-344 (-10%)
Value$433.0K (-$86.8K)
Filed 2026-10-07
Wetzel Investment Advisors, Inc.
DECREASED
Shares3,160 from 3,335
Change-175 (-5%)
Value$429.9K (-$64.7K)
Filed 2026-10-13
Mitchell Capital Management Co
DECREASED
Shares3,157 from 3,225
Change-68 (-2%)
Value$429.5K (-$48.8K)
Filed 2026-10-29
Norden Group LLC
DECREASED
Shares3,135 from 3,287
Change-152 (-5%)
Value$426.4K (-$61.0K)
Filed 2026-10-20
Tenzing Financial LLC
DECREASED
Shares3,132 from 3,147
Change-15 (0%)
Value$425.4K (-$36.7K)
Filed 2026-11-03
Guardian Asset Advisors, LLC
DECREASED
Shares3,127 from 3,141
Change-14 (0%)
Value$425.4K (-$40.3K)
Filed 2026-10-16
Elevatus Welath Management
INCREASED
Shares3,103 from 2,206
Change+897 (+41%)
Value$422.1K (+$95.0K)
Filed 2026-10-19
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares3,103 from 3,103
Change0 (0%)
Value$422.2K (-$38.0K)
Filed 2026-11-04
Wagner Wealth Management, LLC
DECREASED
Shares3,101 from 3,612
Change-511 (-14%)
Value$421.9K (-$113.8K)
Filed 2026-10-21
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares3,096 from 3,087
Change+9 (+0%)
Value$421.2K (-$36.6K)
Filed 2026-10-26
Highland Capital Management, LLC
UNCHANGED
Shares3,093 from 3,093
Change0 (0%)
Value$420.8K (-$38.0K)
Filed 2026-10-26
Dagco, Inc.
DECREASED
Shares3,091 from 3,241
Change-150 (-5%)
Value$420.5K (-$60.2K)
Filed 2026-10-20
Mcrae Capital Management Inc
INCREASED
Shares3,086 from 2,871
Change+215 (+7%)
Value$419.9K (-$5.9K)
Filed 2026-10-15
Professional Financial Advisors, LLC
INCREASED
Shares3,084 from 3,082
Change+2 (+0%)
Value$419.5K (-$37.6K)
Filed 2026-10-13
Lawood & Co
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$417.9K (-$37.7K)
Filed 2026-10-09
Redmond Asset Management, LLC
DECREASED
Shares3,056 from 3,064
Change-8 (0%)
Value$415.7K (-$38.7K)
Filed 2026-10-27
Parkside Investments, LLC
DECREASED
Shares3,046 from 4,370
Change-1,324 (-30%)
Value$414.4K (-$233.8K)
Filed 2026-10-20
Sage Capital Management, LLC
INCREASED
Shares3,041 from 3,035
Change+6 (+0%)
Value$414.0K (-$36.2K)
Filed 2026-10-20
Adelphi Trust Co
INCREASED
Shares3,035 from 1,684
Change+1,351 (+80%)
Value$412.9K (+$163.1K)
Filed 2026-10-05
PDS Planning, Inc
INCREASED
Shares3,022 from 1,987
Change+1,035 (+52%)
Value$411.1K (+$116.5K)
Filed 2026-11-03
Sima Wealth Partners, LLC
UNCHANGED
Shares3,016 from 3,016
Change0 (0%)
Value$410.3K (-$37.0K)
Filed 2026-10-19
DDD Partners, LLC
DECREASED
Shares3,014 from 4,563
Change-1,549 (-34%)
Value$410.0K (-$266.7K)
Filed 2026-11-02
Level Wealth Management LLC
INCREASED
Shares3,006 from 2,916
Change+90 (+3%)
Value$408.9K (-$23.5K)
Filed 2026-10-23
Downshift Financial, LLC
INCREASED
Shares3,004 from 3,003
Change+1 (+0%)
Value$408.7K (-$36.6K)
Filed 2026-10-13
Towerpoint Wealth, LLC
DECREASED
Shares2,995 from 3,032
Change-37 (-1%)
Value$407.4K (-$42.3K)
Filed 2026-10-13
Penobscot Wealth Management
DECREASED
Shares2,980 from 3,112
Change-132 (-4%)
Value$405.4K (-$56.2K)
Filed 2026-10-21
Acorn Financial Advisory Services Inc
INCREASED
Shares2,979 from 2,757
Change+222 (+8%)
Value$405.3K (-$3.6K)
Filed 2026-11-02
Andrews Advisory Associates, LLC
UNCHANGED
Shares2,973 from 2,973
Change0 (0%)
Value$404.4K (-$36.5K)
Filed 2026-10-15
Investment Partners Asset Management, Inc.
DECREASED
Shares2,971 from 3,005
Change-34 (-1%)
Value$404.2K (-$41.5K)
Filed 2026-10-09
KFG Wealth Management, LLC
INCREASED
Shares2,954 from 2,734
Change+220 (+8%)
Value$401.8K (-$3.6K)
Filed 2026-10-16
Whalen Wealth Management Inc.
INCREASED
Shares2,952 from 2,475
Change+477 (+19%)
Value$401.6K (+$34.6K)
Filed 2026-10-08
WealthPlan Investment Management, LLC
UNCHANGED
Shares2,948 from 2,948
Change0 (0%)
Value$401.0K (-$36.1K)
Filed 2026-10-15
Bond & Devick Financial Network, Inc.
INCREASED
Shares2,946 from 2,606
Change+340 (+13%)
Value$400.8K (+$14.3K)
Filed 2026-10-23
Studio Investment Management LLC
DECREASED
Shares2,920 from 3,915
Change-995 (-25%)
Value$397.2K (-$183.4K)
Filed 2026-10-22
Midwest Capital Advisors, LLC
INCREASED
Shares2,901 from 2,898
Change+3 (+0%)
Value$394.7K (-$35.1K)
Filed 2026-11-04
Hickory Point Bank & Trust
UNCHANGED
Shares2,901 from 2,901
Change0 (0%)
Value$394.7K (-$35.6K)
Filed 2026-10-01
Kingsman Wealth Management, Inc.
DECREASED
Shares2,896 from 2,906
Change-10 (0%)
Value$394.0K (-$37.1K)
Filed 2026-10-13
Pacific Sage Partners, LLC
DECREASED
Shares2,895 from 2,957
Change-62 (-2%)
Value$393.8K (-$44.7K)
Filed 2026-10-21
Innova Wealth Partners
UNCHANGED
Shares2,892 from 2,892
Change0 (0%)
Value$393.4K (-$35.5K)
Filed 2026-10-21
Traveka Wealth, LLC
UNCHANGED
Shares2,880 from 2,880
Change0 (0%)
Value$391.8K (-$35.3K)
Filed 2026-10-19
Epiq Partners, LLC
INCREASED
Shares2,875 from 2,852
Change+23 (+1%)
Value$391.1K (-$31.9K)
Filed 2026-10-07
PW Nova Financial Services LLC
DECREASED
Shares2,855 from 3,381
Change-526 (-16%)
Value$388.4K (-$113.0K)
Filed 2026-10-15
Kaydan Wealth Management, Inc.
DECREASED
Shares2,851 from 3,195
Change-344 (-11%)
Value$387.9K (-$86.0K)
Filed 2026-10-08
Graetz Wealth LLC
DECREASED
Shares2,848 from 2,890
Change-42 (-1%)
Value$387.5K (-$41.2K)
Filed 2026-10-27
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares2,847 from 2,847
Change0 (0%)
Value$387.3K (-$34.9K)
Filed 2026-10-15
Poehling Capital Management, Inc.
INCREASED
Shares2,844 from 2,843
Change+1 (+0%)
Value$386.9K (-$34.8K)
Filed 2026-10-20
Investmark Advisory Group LLC
INCREASED
Shares2,843 from 2,432
Change+411 (+17%)
Value$387.0K (+$26.3K)
Filed 2026-10-27
Johnson Bixby & Associates, LLC
INCREASED
Shares2,824 from 2,820
Change+4 (+0%)
Value$384.1K (-$34.1K)
Filed 2026-10-14
Northbridge Financial Group, LLC
DECREASED
Shares2,819 from 3,260
Change-441 (-14%)
Value$391.5K (-$92.1K)
Filed 2026-11-05
Watershed Private Wealth LLC
DECREASED
Shares2,810 from 3,021
Change-211 (-7%)
Value$382.3K (-$65.8K)
Filed 2026-10-30
Forum Financial Management, LP
INCREASED
Shares2,806 from 2,370
Change+436 (+18%)
Value$381.7K (+$30.2K)
Filed 2026-10-16
Colonial River Investments, LLC
INCREASED
Shares2,805 from 2,083
Change+722 (+35%)
Value$381.6K (+$72.7K)
Filed 2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED
Shares2,805 from 2,377
Change+428 (+18%)
Value$381.6K (+$29.0K)
Filed 2026-10-19
Frisco Financial Planning LLC
INCREASED
Shares2,801 from 2,792
Change+9 (+0%)
Value$381.0K (-$33.2K)
Filed 2026-10-05
ARS Wealth Advisors Group, LLC
INCREASED
Shares2,800 from 2,636
Change+164 (+6%)
Value$380.9K (-$10.0K)
Filed 2026-10-16
Rhodes Investment Advisors Inc
INCREASED
Shares2,797 from 2,466
Change+331 (+13%)
Value$380.5K (+$14.8K)
Filed 2026-10-07
Rainier Family Wealth Inc
DECREASED
Shares2,796 from 2,992
Change-196 (-7%)
Value$380.4K (-$63.4K)
Filed 2026-11-02
Sterling Investment Management, LLC
DECREASED
Shares2,795 from 2,797
Change-2 (0%)
Value$380.2K (-$34.6K)
Filed 2026-10-16
Clarity Capital Advisors, LLC
INCREASED
Shares2,777 from 2,768
Change+9 (+0%)
Value$377.7K (-$32.7K)
Filed 2026-10-27
Woodstock Corp
INCREASED
Shares2,774 from 2,773
Change+1 (+0%)
Value$377.3K (-$34.0K)
Filed 2026-10-13
Seelaus Asset Management LLC
DECREASED
Shares2,766 from 2,913
Change-147 (-5%)
Value$376.2K (-$55.8K)
Filed 2026-10-14
Buttonwood Financial Advisors Inc.
DECREASED
Shares2,765 from 2,873
Change-108 (-4%)
Value$376.2K (-$49.9K)
Filed 2026-10-13
Riverbend Wealth Management, LLC
INCREASED
Shares2,749 from 2,604
Change+145 (+6%)
Value$373.9K (-$12.3K)
Filed 2026-10-15
Sage Rhino Capital LLC
UNCHANGED
Shares2,744 from 2,744
Change0 (0%)
Value$373.3K (-$33.7K)
Filed 2026-10-28
FWG Investments, Llc.
DECREASED
Shares2,741 from 2,860
Change-119 (-4%)
Value$372.8K (-$51.4K)
Filed 2026-11-03
RMR Capital Management, LLC
UNCHANGED
Shares2,729 from 2,729
Change0 (0%)
Value$371.3K (-$33.5K)
Filed 2026-10-23
Endeavor Private Wealth, Inc.
DECREASED
Shares2,727 from 3,142
Change-415 (-13%)
Value$371.0K (-$95.0K)
Filed 2026-11-05
Opal Wealth Advisors, LLC
UNCHANGED
Shares2,718 from 2,718
Change0 (0%)
Value$369.8K (-$33.4K)
Filed 2026-10-16
Davidson Investment Advisors
INCREASED
Shares2,705 from 2,637
Change+68 (+3%)
Value$368.0K (-$23.1K)
Filed 2026-10-20
Rockingstone Advisors LLC
UNCHANGED
Shares2,705 from 2,705
Change0 (0%)
Value$368.0K (-$33.2K)
Filed 2026-10-16
Ellsworth Advisors, LLC
NEW
Shares2,691
Change+2,691
Value$366.1K
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares2,683 from 2,714
Change-31 (-1%)
Value$364.9K (-$37.5K)
Filed 2026-11-04
Ethic Inc.
DECREASED
Shares2,681 from 10,478
Change-7,797 (-74%)
Value$364.8K (-$1.2M)
Filed 2026-11-03
Sentry LLC
DECREASED
Shares2,668 from 2,980
Change-312 (-10%)
Value$363.0K (-$79.0K)
Filed 2026-10-30
Market Street Wealth Management Advisors LLC
DECREASED
Shares2,663 from 2,992
Change-329 (-11%)
Value$362.3K (-$81.5K)
Filed 2026-10-09
Krane Financial Solutions LLC
INCREASED
Shares2,656 from 2,653
Change+3 (+0%)
Value$361.3K (-$32.2K)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares2,646 from 4,576
Change-1,930 (-42%)
Value$360 (-$678.6K)
Filed 2026-10-23
Clearwave Capital, LLC
INCREASED
Shares2,642 from 2,633
Change+9 (+0%)
Value$359.4K (-$31.2K)
Filed 2026-10-27
Walleye Partners, LLC
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$359.1K (-$32.4K)
Filed 2026-10-13
Harbor Asset Planning, Inc.
DECREASED
Shares2,628 from 2,760
Change-132 (-5%)
Value$357.5K (-$51.9K)
Filed 2026-10-23
Steinberganna Wealth Management
INCREASED
Shares2,616 from 2,611
Change+5 (+0%)
Value$355.9K (-$31.4K)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
INCREASED
Shares2,615 from 2,614
Change+1 (+0%)
Value$355.7K (-$32.1K)
Filed 2026-10-16
Richard P Slaughter Associates Inc
NEW
Shares2,609
Change+2,609
Value$354.9K
Filed 2026-10-13
Fermata Advisors, LLC
INCREASED
Shares2,602 from 2,531
Change+71 (+3%)
Value$353.9K (-$21.4K)
Filed 2026-10-13
Wilkerson Advisory Group LLC
DECREASED
Shares2,600 from 2,696
Change-96 (-4%)
Value$353.7K (-$46.1K)
Filed 2026-10-20
FF Advisors,LLC
INCREASED
Shares2,596 from 2,222
Change+374 (+17%)
Value$353.2K (+$23.6K)
Filed 2026-10-21
Gerber, LLC
UNCHANGED
Shares2,593 from 2,593
Change0 (0%)
Value$352.7K (-$31.8K)
Filed 2026-10-21
Stiles Financial Services Inc
DECREASED
Shares2,587 from 2,668
Change-81 (-3%)
Value$352.0K (-$43.6K)
Filed 2026-10-30
Wealthstar Advisors, LLC
NEW
Shares2,580
Change+2,580
Value$351.0K
Filed 2026-10-19
Canandaigua National Bank & Trust Co
DECREASED
Shares2,578 from 8,273
Change-5,695 (-69%)
Value$350.7K (-$876.3K)
Filed 2026-10-07
Good Harbor Advisors, Inc.
DECREASED
Shares2,575 from 2,615
Change-40 (-2%)
Value$350.4K (-$37.5K)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares2,554 from 2,554
Change0 (0%)
Value$347.4K (-$31.3K)
Filed 2026-10-30
Anchor Capital Advisors LLC
INCREASED
Shares2,553 from 2,140
Change+413 (+19%)
Value$347.3K (+$29.9K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
INCREASED
Shares2,552 from 2,547
Change+5 (+0%)
Value$347.2K (-$30.5K)
Filed 2026-10-21
Stephen J. Garry & Associates, LLC
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$346.4K (-$31.2K)
Filed 2026-11-05
Tenon Financial LLC
INCREASED
Shares2,534 from 2,533
Change+1 (+0%)
Value$344.8K (-$30.9K)
Filed 2026-10-14
Strata Wealth Advisors, LLC
DECREASED
Shares2,525 from 2,670
Change-145 (-5%)
Value$343.5K (-$52.5K)
Filed 2026-10-16
Welch Group, LLC
INCREASED
Shares2,521 from 2,152
Change+369 (+17%)
Value$342.9K (+$23.8K)
Filed 2026-10-29
Granville Capital, Inc.
DECREASED
Shares2,520 from 5,091
Change-2,571 (-50%)
Value$342.8K (-$412.2K)
Filed 2026-11-05
Boyum Wealth Architects LLC
UNCHANGED
Shares2,519 from 2,519
Change0 (0%)
Value$349.0K (-$16.2K)
Filed 2026-10-06
Ddfg, Inc
INCREASED
Shares2,515 from 2,237
Change+278 (+12%)
Value$342.2K (+$10.4K)
Filed 2026-10-15
Signet Investment Advisory Group, Inc.
UNCHANGED
Shares2,507 from 2,507
Change0 (0%)
Value$341.1K (-$30.8K)
Filed 2026-10-30
D.B. Root & Company, LLC
INCREASED
Shares2,492 from 2,490
Change+2 (+0%)
Value$339.0K (-$30.3K)
Filed 2026-11-04
Reflection Asset Management
UNCHANGED
Shares2,482 from 2,482
Change0 (0%)
Value$337.6K (-$30.4K)
Filed 2026-10-28
True Link Financial Advisors, LLC
NEW
Shares2,478
Change+2,478
Value$337.1K
Filed 2026-10-27
Drum Hill Capital, LLC
UNCHANGED
Shares2,465 from 2,465
Change0 (0%)
Value$335.3K (-$30.2K)
Filed 2026-10-20
Curtis Advisory Group, LLC
DECREASED
Shares2,459 from 2,616
Change-157 (-6%)
Value$334.5K (-$53.5K)
Filed 2026-10-28
Wealth Analytics Partners, LLC
UNCHANGED
Shares2,448 from 2,448
Change0 (0%)
Value$333.0K (-$22.9K)
Filed 2026-10-19
Advisory Advocates, LLC
INCREASED
Shares2,447 from 2,078
Change+369 (+18%)
Value$332.9K (+$24.7K)
Filed 2026-11-05
Lifelong Wealth Advisors, Inc.
INCREASED
Shares2,447 from 2,415
Change+32 (+1%)
Value$332.9K (-$25.3K)
Filed 2026-10-19
Aries Wealth Management
UNCHANGED
Shares2,446 from 2,446
Change0 (0%)
Value$332.8K (-$30.0K)
Filed 2026-10-23
Foundry Financial Group, Inc.
UNCHANGED
Shares2,446 from 2,446
Change0 (0%)
Value$332.8K (-$30.0K)
Filed 2026-10-28
Stanley-Laman Group, Ltd.
INCREASED
Shares2,443 from 2,412
Change+31 (+1%)
Value$332.4K (-$25.3K)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
INCREASED
Shares2,437 from 2,390
Change+47 (+2%)
Value$331.5K (-$20.9K)
Filed 2026-11-02
Vestia Personal Wealth Advisors
NEW
Shares2,435
Change+2,435
Value$331.2K
Filed 2026-10-20
15 Wealth Advisors LLC
NEW
Shares2,432
Change+2,432
Value$330.8K
Filed 2026-10-14
Purewater Capital LLC
DECREASED
Shares2,407 from 2,409
Change-2 (0%)
Value$327.4K (-$29.8K)
Filed 2026-10-23
Cohen Klingenstein LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$326.5K (-$29.4K)
Filed 2026-10-15
Trail Ridge Investment Advisors, LLC
INCREASED
Shares2,394 from 2,335
Change+59 (+3%)
Value$325.7K (-$20.6K)
Filed 2026-10-16
Tableaux LLC
UNCHANGED
Shares2,392 from 2,392
Change0 (0%)
Value$325.3K (-$29.3K)
Filed 2026-10-23
Revisor Wealth Management LLC
INCREASED
Shares2,391 from 1,949
Change+442 (+23%)
Value$325.1K (+$35.9K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
INCREASED
Shares2,390 from 2,287
Change+103 (+5%)
Value$325.1K (-$14.1K)
Filed 2026-10-28
Davidson Capital Management Inc.
DECREASED
Shares2,379 from 2,384
Change-5 (0%)
Value$323.6K (-$29.9K)
Filed 2026-10-15
Master's Wealth Management Inc.
DECREASED
Shares2,375 from 2,411
Change-36 (-1%)
Value$323.1K (-$34.5K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED
Shares2,373 from 1,448
Change+925 (+64%)
Value$322.8K (+$108.1K)
Filed 2026-10-16
Trademark Financial Management, LLC
DECREASED
Shares2,370 from 2,812
Change-442 (-16%)
Value$322.4K (-$94.6K)
Filed 2026-10-23
Realta Investment Advisors
DECREASED
Shares2,352 from 2,593
Change-241 (-9%)
Value$320.0K (-$64.7K)
Filed 2026-10-14
Southland Equity Partners LLC
DECREASED
Shares2,338 from 2,401
Change-63 (-3%)
Value$318.1K (-$38.0K)
Filed 2026-10-14
Moneywise, Inc.
DECREASED
Shares2,333 from 3,112
Change-779 (-25%)
Value$317.3K (-$144.2K)
Filed 2026-10-30
Isthmus Partners, LLC
INCREASED
Shares2,325 from 1,859
Change+466 (+25%)
Value$316.3K (+$40.6K)
Filed 2026-10-21
BOS Asset Management, LLC
UNCHANGED
Shares2,315 from 2,315
Change0 (0%)
Value$315.0K (-$28.4K)
Filed 2026-10-09
Pegasus Asset Management, Inc.
INCREASED
Shares2,314 from 2,155
Change+159 (+7%)
Value$314.8K (-$4.8K)
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares2,310 from 2,388
Change-78 (-3%)
Value$314.3K (-$39.9K)
Filed 2026-10-23
Sanders Morris Harris LLC
NEW
Shares2,306
Change+2,306
Value$318.9K
Filed 2026-10-14
Independence Bank of Kentucky
INCREASED
Shares2,305 from 1,850
Change+455 (+25%)
Value$313.6K (+$39.2K)
Filed 2026-10-26
West Bancorporation Inc
INCREASED
Shares2,301 from 2,292
Change+9 (+0%)
Value$313.0K (-$26.9K)
Filed 2026-10-29
Strategy Asset Managers LLC
DECREASED
Shares2,301 from 2,304
Change-3 (0%)
Value$313.1K (-$28.7K)
Filed 2026-10-14
Base Wealth Management LLC
NEW
Shares2,291
Change+2,291
Value$311.7K
Filed 2026-10-21
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares2,286 from 7,344
Change-5,058 (-69%)
Value$311.0K (-$778.2K)
Filed 2026-10-20
Richardson Capital Management LLC
DECREASED
Shares2,286 from 2,349
Change-63 (-3%)
Value$311.1K (-$37.4K)
Filed 2026-10-23
Davidson Trust Co
INCREASED
Shares2,262 from 1,639
Change+623 (+38%)
Value$307.7K (+$64.6K)
Filed 2026-10-09
Chris Bulman Inc
DECREASED
Shares2,250 from 2,327
Change-77 (-3%)
Value$306.1K (-$39.0K)
Filed 2026-10-20
Ifrah Financial Services, Inc.
INCREASED
Shares2,248 from 2,160
Change+88 (+4%)
Value$305.8K (-$14.5K)
Filed 2026-10-13
Shum Financial Group, Inc.
DECREASED
Shares2,243 from 2,305
Change-62 (-3%)
Value$305.1K (-$36.7K)
Filed 2026-10-13
Bank of New Hampshire
DECREASED
Shares2,238 from 2,278
Change-40 (-2%)
Value$304.5K (-$33.4K)
Filed 2026-10-06
Briggs Wealth Management, Inc
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$304.5K (-$27.5K)
Filed 2026-10-26
Patten Group, Inc.
INCREASED
Shares2,235 from 2,181
Change+54 (+2%)
Value$304.0K (-$19.4K)
Filed 2026-10-26
Carret Asset Management, LLC
INCREASED
Shares2,226 from 1,935
Change+291 (+15%)
Value$302.8K (+$15.9K)
Filed 2026-11-04
Infinity Wealth Counsel, LLC
DECREASED
Shares2,224 from 2,382
Change-158 (-7%)
Value$302.6K (-$50.7K)
Filed 2026-10-15
Financial Synergies Wealth Advisors, Inc.
NEW
Shares2,221
Change+2,221
Value$302.2K
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
INCREASED
Shares2,217 from 2,072
Change+145 (+7%)
Value$301.6K (-$5.7K)
Filed 2026-10-13
Morton Capital Management LLC
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$301.6K (-$27.2K)
Filed 2026-10-23
Members Wealth LLC
DECREASED
Shares2,215 from 2,292
Change-77 (-3%)
Value$303.7K (-$36.3K)
Filed 2026-10-20
DeLarme Wealth Management, Inc.
DECREASED
Shares2,204 from 2,257
Change-53 (-2%)
Value$299.9K (-$34.8K)
Filed 2026-10-30
Bill Few Associates, Inc.
INCREASED
Shares2,199 from 2,145
Change+54 (+3%)
Value$299.2K (-$19.0K)
Filed 2026-10-09
Concord Wealth Partners
INCREASED
Shares2,198 from 2,197
Change+1 (+0%)
Value$299.1K (-$26.7K)
Filed 2026-11-02
55 North Private Wealth, LLC
DECREASED
Shares2,185 from 2,285
Change-100 (-4%)
Value$297.2K (-$41.7K)
Filed 2026-10-20
Compass Planning Associates Inc
DECREASED
Shares2,175 from 2,371
Change-196 (-8%)
Value$295.9K (-$55.7K)
Filed 2026-10-13
Birchwood Financial Partners, Inc.
DECREASED
Shares2,169 from 2,176
Change-7 (0%)
Value$295.0K (-$27.7K)
Filed 2026-11-02
Curated Wealth Partners LLC
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$293.8K (-$26.5K)
Filed 2026-10-15
Blodgett Wealth Advisors, LLC
DECREASED
Shares2,145 from 2,295
Change-150 (-7%)
Value$291.8K (-$48.6K)
Filed 2026-10-23
Valued Wealth Advisors LLC
INCREASED
Shares2,137 from 1,919
Change+218 (+11%)
Value$290.7K (+$6.1K)
Filed 2026-11-05
Sterling Wealth Management, Inc.
DECREASED
Shares2,136 from 2,140
Change-4 (0%)
Value$290.6K (-$26.8K)
Filed 2026-10-23
SRH Advisors, LLC
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$289.6K (-$26.1K)
Filed 2026-10-22
Burk Holdings LLC
DECREASED
Shares2,121 from 2,654
Change-533 (-20%)
Value$288.5K (-$105.1K)
Filed 2026-11-05
Soundwatch Capital LLC
INCREASED
Shares2,120 from 2,119
Change+1 (+0%)
Value$293.6K (-$20.7K)
Filed 2026-11-04
Maia Wealth LLC
DECREASED
Shares2,118 from 3,224
Change-1,106 (-34%)
Value$288.1K (-$190.1K)
Filed 2026-10-19
Sidoxia Capital Management, LLC
UNCHANGED
Shares2,112 from 2,112
Change0 (0%)
Value$287.3K (-$25.9K)
Filed 2026-10-28
Presilium Private Wealth, LLC
DECREASED
Shares2,109 from 2,197
Change-88 (-4%)
Value$286.9K (-$38.9K)
Filed 2026-10-26
City State Bank
DECREASED
Shares2,108 from 2,134
Change-26 (-1%)
Value$286.8K (-$29.7K)
Filed 2026-10-20
Voisard Asset Management Group, Inc.
DECREASED
Shares2,107 from 2,112
Change-5 (0%)
Value$286.6K (-$26.6K)
Filed 2026-10-13
ICW Investment Advisors LLC
UNCHANGED
Shares2,104 from 2,104
Change0 (0%)
Value$286.3K (-$25.8K)
Filed 2026-10-27
Avaii Wealth Management, LLC
DECREASED
Shares2,101 from 2,420
Change-319 (-13%)
Value$291.0K (-$67.9K)
Filed 2026-10-09
LongView Wealth Management
INCREASED
Shares2,099 from 2,006
Change+93 (+5%)
Value$285.5K (-$12.0K)
Filed 2026-10-19
Latitude Advisors, LLC
NEW
Shares2,096
Change+2,096
Value$285.2K
Filed 2026-10-27
Hardworking Capital Advisors, LLC
NEW
Shares2,096
Change+2,096
Value$285.1K
Filed 2026-10-20
Winnacle Wealth LLC
DECREASED
Shares2,086 from 3,413
Change-1,327 (-39%)
Value$283.8K (-$222.4K)
Filed 2026-10-15
Nicollet Investment Management, Inc.
INCREASED
Shares2,085 from 1,885
Change+200 (+11%)
Value$284 (-$279.7K)
Filed 2026-10-14
First Community Trust NA
NEW
Shares2,078
Change+2,078
Value$282.7K
Filed 2026-10-07
Foguth Wealth Management, Llc.
INCREASED
Shares2,078 from 1,812
Change+266 (+15%)
Value$282.5K (+$19.6K)
Filed 2026-10-19
Successful Portfolios LLC
INCREASED
Shares2,073 from 2,072
Change+1 (+0%)
Value$288.1K (-$13.5K)
Filed 2026-10-09
Adamsbrown Wealth Consultants LLC
INCREASED
Shares2,065 from 1,768
Change+297 (+17%)
Value$280.9K (+$18.6K)
Filed 2026-10-20
Foundry Financial LLC
INCREASED
Shares2,064 from 1,407
Change+657 (+47%)
Value$280.7K (+$72.0K)
Filed 2026-10-16
Dudley Capital Management, LLC
UNCHANGED
Shares2,064 from 2,064
Change0 (0%)
Value$280.8K (-$25.3K)
Filed 2026-10-23
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares2,059 from 2,059
Change0 (0%)
Value$280.0K (-$25.0K)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW
Shares2,048
Change+2,048
Value$278.6K
Filed 2026-10-20
Allodium Investment Consultants, LLC
INCREASED
Shares2,047 from 2,041
Change+6 (+0%)
Value$278.5K (-$24.3K)
Filed 2026-10-14
Gradient Investments LLC
INCREASED
Shares2,038 from 1,885
Change+153 (+8%)
Value$277.3K (-$2.2K)
Filed 2026-10-08
Swmg, LLC
DECREASED
Shares2,033 from 2,180
Change-147 (-7%)
Value$281.8K (-$35.1K)
Filed 2026-10-23
Patton Albertson Miller Group, LLC
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$276.2K (-$24.9K)
Filed 2026-10-26
Global Financial Private Client, LLC
UNCHANGED
Shares2,018 from 2,018
Change0 (0%)
Value$274.5K (-$24.8K)
Filed 2026-10-15
Souders Financial Advisors
DECREASED
Shares2,011 from 2,050
Change-39 (-2%)
Value$273.5K (-$30.5K)
Filed 2026-11-03
Eclectic Associates Inc
UNCHANGED
Shares2,006 from 2,006
Change0 (0%)
Value$272.9K (-$24.6K)
Filed 2026-10-09
Thrive Capital Management, LLC
INCREASED
Shares2,004 from 1,787
Change+217 (+12%)
Value$272.7K (+$7.7K)
Filed 2026-10-28
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares2,004 from 1,945
Change+59 (+3%)
Value$272.6K (-$15.8K)
Filed 2026-10-08
William Mack & Associates, Inc.
DECREASED
Shares2,000 from 2,187
Change-187 (-9%)
Value$272.1K (-$52.3K)
Filed 2026-10-27
Daytona Street Capital LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$278.5K (-$12.7K)
Filed 2026-10-15
Platform Technology Partners
DECREASED
Shares1,999 from 2,105
Change-106 (-5%)
Value$272.0K (-$40.1K)
Filed 2026-11-02
Guardian Wealth Advisors, LLC
INCREASED
Shares1,990 from 1,945
Change+45 (+2%)
Value$277.9K (-$10.6K)
Filed 2026-10-30
Oak Barrel Wealth Advisory LLC
INCREASED
Shares1,983 from 1,982
Change+1 (+0%)
Value$269.7K (-$24.2K)
Filed 2026-11-05
TME Financial, Inc.
INCREASED
Shares1,977 from 1,745
Change+232 (+13%)
Value$268.9K (+$10.1K)
Filed 2026-10-14
Alexander Randolph Advisory, Inc.
INCREASED
Shares1,960 from 1,937
Change+23 (+1%)
Value$266.6K (-$20.7K)
Filed 2026-11-04
Tepp RIA, LLC
NEW
Shares1,954
Change+1,954
Value$265.8K
Filed 2026-10-14
DecisionPoint Financial, LLC
INCREASED
Shares1,953 from 346
Change+1,607 (+464%)
Value$267.5K (+$216.5K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
INCREASED
Shares1,953 from 1,680
Change+273 (+16%)
Value$265.6K (+$16.5K)
Filed 2026-10-01
Miramontes Capital, LLC
INCREASED
Shares1,953 from 1,882
Change+71 (+4%)
Value$265.7K (-$13.4K)
Filed 2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$265.3K (-$23.9K)
Filed 2026-10-15
Hughes Financial Services, LLC
INCREASED
Shares1,944 from 1,872
Change+72 (+4%)
Value$276.1K (-$1.6K)
Filed 2026-10-30
Redw Wealth LLC
DECREASED
Shares1,927 from 2,035
Change-108 (-5%)
Value$262.1K (-$39.7K)
Filed 2026-11-02
Inspire Trust Co, N.A.
INCREASED
Shares1,925 from 1,855
Change+70 (+4%)
Value$261.9K (-$13.2K)
Filed 2026-11-05
Transce3nd, LLC
NEW
Shares1,924
Change+1,924
Value$265.1K
Filed 2026-10-26
Strategent Financial, LLC
INCREASED
Shares1,922 from 1,817
Change+105 (+6%)
Value$261.5K (-$8.0K)
Filed 2026-10-30
Fairman Group, LLC
INCREASED
Shares1,922 from 1,917
Change+5 (+0%)
Value$261.4K (-$22.9K)
Filed 2026-10-26
Integrated Wealth Management
DECREASED
Shares1,916 from 1,957
Change-41 (-2%)
Value$260.7K (-$29.5K)
Filed 2026-10-19
Archford Capital Strategies, LLC
DECREASED
Shares1,915 from 2,083
Change-168 (-8%)
Value$260.5K (-$48.4K)
Filed 2026-10-19
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares1,915 from 1,873
Change+42 (+2%)
Value$260.6K (-$17.2K)
Filed 2026-10-29
Atlas Private Wealth Advisors
INCREASED
Shares1,897 from 1,892
Change+5 (+0%)
Value$258.1K (-$22.4K)
Filed 2026-10-23
Versant Capital Management, Inc
DECREASED
Shares1,896 from 1,933
Change-37 (-2%)
Value$257.9K (-$28.8K)
Filed 2026-10-02
Parcion Private Wealth LLC
DECREASED
Shares1,890 from 1,925
Change-35 (-2%)
Value$257.1K (-$28.4K)
Filed 2026-10-28
Lakeshore Capital Group, Inc.
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$257.1K (-$23.2K)
Filed 2026-10-20
Rockport Wealth LLC
DECREASED
Shares1,881 from 1,997
Change-116 (-6%)
Value$255.9K (-$40.3K)
Filed 2026-11-03
Brindle & Bay Financial Advisors, LLC
DECREASED
Shares1,881 from 1,952
Change-71 (-4%)
Value$255.9K (-$33.6K)
Filed 2026-10-15
Aspen Investment Management Inc
UNCHANGED
Shares1,878 from 1,878
Change0 (0%)
Value$255.0K (+$254.7K)
Filed 2026-11-05
Trust Co
DECREASED
Shares1,876 from 3,234
Change-1,358 (-42%)
Value$255.2K (-$224.4K)
Filed 2026-10-09
Legacy Bridge, LLC
UNCHANGED
Shares1,871 from 1,871
Change0 (0%)
Value$254.5K (-$23.0K)
Filed 2026-10-28
Gordian Advisors LLC
INCREASED
Shares1,870 from 1,373
Change+497 (+36%)
Value$254.4K (+$50.8K)
Filed 2026-10-30
Rydar Equities, Inc.
INCREASED
Shares1,852 from 1,846
Change+6 (+0%)
Value$253.9K (-$15.9K)
Filed 2026-10-13
Breachway Investments LLC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$251.0K (-$22.6K)
Filed 2026-10-19
Iron Financial LLC
DECREASED
Shares1,842 from 2,388
Change-546 (-23%)
Value$250.6K (-$103.6K)
Filed 2026-10-23
Nadler Financial Group, Inc.
NEW
Shares1,836
Change+1,836
Value$249.8K
Filed 2026-10-23
Jacobs & Co
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$249 (-$23)
Filed 2026-10-09
Stablepoint Partners, LLC
DECREASED
Shares1,834 from 1,848
Change-14 (-1%)
Value$249.5K (-$24.6K)
Filed 2026-11-03
Madrona Financial Services, LLC
INCREASED
Shares1,833 from 1,802
Change+31 (+2%)
Value$249.3K (-$17.9K)
Filed 2026-10-23
JIM Saulnier & Associates, LLC
DECREASED
Shares1,830 from 2,109
Change-279 (-13%)
Value$249.0K (-$63.8K)
Filed 2026-11-04
Private Client Services, LLC
DECREASED
Shares1,828 from 2,009
Change-181 (-9%)
Value$248.7K (-$49.3K)
Filed 2026-10-02
Arista Wealth Management, LLC
DECREASED
Shares1,828 from 1,848
Change-20 (-1%)
Value$248.7K (-$25.4K)
Filed 2026-10-29
Inspirion Wealth Advisors, LLC
DECREASED
Shares1,813 from 1,831
Change-18 (-1%)
Value$246.6K (-$23.5K)
Filed 2026-10-09
Piscataqua Savings Bank
UNCHANGED
Shares1,798 from 1,798
Change0 (0%)
Value$244.6K (-$22.1K)
Filed 2026-10-21
Investment Research & Advisory Group, Inc.
DECREASED
Shares1,793 from 2,055
Change-262 (-13%)
Value$263.8K (-$61.4K)
Filed 2026-10-19
Princeton Capital Management LLC
DECREASED
Shares1,785 from 1,795
Change-10 (-1%)
Value$242.8K (-$23.5K)
Filed 2026-10-27
RS Crum Inc.
INCREASED
Shares1,784 from 1,778
Change+6 (+0%)
Value$242.7K (-$21.0K)
Filed 2026-10-19
Community Bank & Trust, Waco, Texas
UNCHANGED
Shares1,776 from 1,776
Change0 (0%)
Value$242 (-$262.8K)
Filed 2026-10-19
Advisory Solutions Group, LLC
NEW
Shares1,775
Change+1,775
Value$241.5K
Filed 2026-10-14
Stenger Family Office, LLC
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$244.1K (-$19.0K)
Filed 2026-10-22
Hanson & Doremus Investment Management
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$241 (-$262.8K)
Filed 2026-10-16
Tortuga Wealth Management, Inc
UNCHANGED
Shares1,772 from 1,772
Change0 (0%)
Value$241.4K (-$21.6K)
Filed 2026-10-27
Rosenberg Matthew Hamilton
DECREASED
Shares1,770 from 2,030
Change-260 (-13%)
Value$240.8K (-$60.3K)
Filed 2026-10-05
Smith Salley Wealth Management
DECREASED
Shares1,770 from 1,877
Change-107 (-6%)
Value$240.8K (-$37.5K)
Filed 2026-11-03
Tanager Wealth Management LLP
NEW
Shares1,764
Change+1,764
Value$240.0K
Filed 2026-10-19
Hengehold Capital Management LLC
DECREASED
Shares1,764 from 1,831
Change-67 (-4%)
Value$240.0K (-$31.6K)
Filed 2026-10-16
Kraft, Davis & Associates, LLC
INCREASED
Shares1,762 from 1,753
Change+9 (+1%)
Value$239.7K (-$12.3K)
Filed 2026-10-21
Avant Financial Advisors LLC
UNCHANGED
Shares1,760 from 1,760
Change0 (0%)
Value$239.4K (-$21.6K)
Filed 2026-11-02
River's Edge Wealth Management, LLC
DECREASED
Shares1,756 from 1,807
Change-51 (-3%)
Value$238.6K (-$25.5K)
Filed 2026-10-19
AM Investment Strategies LLC
UNCHANGED
Shares1,755 from 1,755
Change0 (0%)
Value$239.0K (+$238.7K)
Filed 2026-11-05
Navigate Wealth Management, LLC
INCREASED
Shares1,752 from 1,559
Change+193 (+12%)
Value$241.0K (+$13.3K)
Filed 2026-10-14
High Note Wealth, LLC
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$236.7K (-$21.3K)
Filed 2026-10-27
Portside Wealth Group, LLC
DECREASED
Shares1,735 from 2,375
Change-640 (-27%)
Value$236.0K (-$116.2K)
Filed 2026-10-20
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares1,732 from 1,730
Change+2 (+0%)
Value$235.7K (-$20.9K)
Filed 2026-10-30
Bear Mountain Capital, Inc.
INCREASED
Shares1,728 from 533
Change+1,195 (+224%)
Value$234.9K (+$157.4K)
Filed 2026-11-04
First Financial Corp
DECREASED
Shares1,725 from 1,860
Change-135 (-7%)
Value$234.7K (-$41.2K)
Filed 2026-10-13
Waterfront Wealth Inc.
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$237.2K (-$13.5K)
Filed 2026-11-03
Detalus Advisors, LLC
NEW
Shares1,719
Change+1,719
Value$233.9K
Filed 2026-10-15
Insight Inv LLC
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$233.4K (-$21.1K)
Filed 2026-10-27
GenWealth Group, Inc.
INCREASED
Shares1,708 from 1,704
Change+4 (+0%)
Value$232.4K (-$20.3K)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$232.4K (-$21.0K)
Filed 2026-11-03
Phoenix Wealth Advisors
NEW
Shares1,705
Change+1,705
Value$231.9K
Filed 2026-11-03
Zullo Investment Group, Inc.
DECREASED
Shares1,700 from 1,902
Change-202 (-11%)
Value$231.3K (-$50.9K)
Filed 2026-10-20
James Investment Research, Inc.
INCREASED
Shares1,694 from 1,620
Change+74 (+5%)
Value$230.5K (-$9.8K)
Filed 2026-10-22
Gen-Wealth Partners Inc
INCREASED
Shares1,690 from 1,687
Change+3 (+0%)
Value$229.9K (-$20.2K)
Filed 2026-11-04
Heffernan Advisory, Inc
NEW
Shares1,689
Change+1,689
Value$229.8K
Filed 2026-10-13
BCO Wealth Management LLC
DECREASED
Shares1,686 from 1,744
Change-58 (-3%)
Value$229.4K (-$29.3K)
Filed 2026-10-14
Simplex Trading, LLC
DECREASED
Shares1,683 from 3,849
Change-2,166 (-56%)
Value$229.0K (-$341.9K)
Filed 2026-11-04
Jacksonville Wealth Management, LLC
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$227.7K (-$20.5K)
Filed 2026-10-30
Leuthold Group, LLC
INCREASED
Shares1,668 from 1,618
Change+50 (+3%)
Value$226.9K (-$13.1K)
Filed 2026-11-04
Curran Financial Partners, LLC
DECREASED
Shares1,666 from 1,816
Change-150 (-8%)
Value$226.7K (-$42.7K)
Filed 2026-11-04
Kestra Investment Management, LLC
DECREASED
Shares1,661 from 1,987
Change-326 (-16%)
Value$226.0K (-$68.7K)
Filed 2026-11-04
Ascent Wealth Partners, LLC
DECREASED
Shares1,659 from 1,662
Change-3 (0%)
Value$225.7K (-$20.8K)
Filed 2026-10-23
Harfst & Associates, Inc.
NEW
Shares1,658
Change+1,658
Value$225.6K
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares1,657 from 1,612
Change+45 (+3%)
Value$225 (-$238.8K)
Filed 2026-10-14
Integris Wealth Management, LLC
UNCHANGED
Shares1,651 from 1,651
Change0 (0%)
Value$224.6K (-$20.3K)
Filed 2026-10-14
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares1,647 from 1,647
Change0 (0%)
Value$224.1K (-$20.2K)
Filed 2026-10-20
Midwest Financial Partners Investments, Inc.
DECREASED
Shares1,646 from 3,337
Change-1,691 (-51%)
Value$224.0K (-$271.0K)
Filed 2026-10-08
Code Waechter LLC
DECREASED
Shares1,646 from 1,674
Change-28 (-2%)
Value$223.9K (-$24.3K)
Filed 2026-10-23
WoodTrust Financial Corp
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$224 (-$243.8K)
Filed 2026-10-09
Waystone Advisors LLC
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$244.0K ($0)
Filed 2026-10-16
Archvest Wealth Advisors, Inc.
UNCHANGED
Shares1,643 from 1,643
Change0 (0%)
Value$223.5K (-$20.2K)
Filed 2026-10-29
Gutierrez Wealth Advisory, LLC
DECREASED
Shares1,638 from 1,714
Change-76 (-4%)
Value$222.8K (-$31.4K)
Filed 2026-11-02
Orca Wealth Management, LLC
INCREASED
Shares1,638 from 1,632
Change+6 (+0%)
Value$222.8K (-$19.2K)
Filed 2026-10-14
Gibbs Wealth Management
DECREASED
Shares1,628 from 1,660
Change-32 (-2%)
Value$221.4K (-$24.8K)
Filed 2026-10-22
Cane Capital Partners, LLC
INCREASED
Shares1,626 from 1,504
Change+122 (+8%)
Value$221.2K (-$1.8K)
Filed 2026-10-23
Sierra Ocean, LLC
DECREASED
Shares1,623 from 1,729
Change-106 (-6%)
Value$220.7K (-$35.6K)
Filed 2026-11-03
Beaumont Asset Management, L.L.C.
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$220.0K (-$19.8K)
Filed 2026-10-16
Leelyn Smith, LLC
NEW
Shares1,615
Change+1,615
Value$219.7K
Filed 2026-11-03
Apeiron RIA LLC
DECREASED
Shares1,613 from 1,643
Change-30 (-2%)
Value$220.9K (-$22.7K)
Filed 2026-10-08
MRA Advisory Group
UNCHANGED
Shares1,613 from 1,613
Change0 (0%)
Value$219.4K (-$19.8K)
Filed 2026-10-07
Gibson Capital, LLC
NEW
Shares1,600
Change+1,600
Value$217.7K
Filed 2026-10-23
Farrell Financial LLC
INCREASED
Shares1,594 from 1,590
Change+4 (+0%)
Value$216.9K (-$18.9K)
Filed 2026-10-16
Register Financial Advisors LLC
INCREASED
Shares1,590 from 1,380
Change+210 (+15%)
Value$216.3K (+$11.6K)
Filed 2026-10-23
Meritas Wealth Management, LLC
DECREASED
Shares1,590 from 1,610
Change-20 (-1%)
Value$216.4K (-$22.4K)
Filed 2026-10-14
MY Wealth Management Inc.
UNCHANGED
Shares1,589 from 1,589
Change0 (0%)
Value$216.2K (-$19.5K)
Filed 2026-10-21
Selective Wealth Management, Inc.
DECREASED
Shares1,586 from 1,596
Change-10 (-1%)
Value$217.6K (-$15.5K)
Filed 2026-10-16
Cannon Financial Strategists, Inc.
INCREASED
Shares1,581 from 1,523
Change+58 (+4%)
Value$215.1K (-$10.8K)
Filed 2026-10-19
Clientfirst Wealth Management, LLC
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$214.9K (-$19.4K)
Filed 2026-11-04
J. Derek Lewis & Associates Inc.
INCREASED
Shares1,579 from 1,542
Change+37 (+2%)
Value$214.8K (-$14.0K)
Filed 2026-11-03
GuidedMoney, LLC
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$214.0K (-$19.3K)
Filed 2026-10-29
Tucker Asset Management LLC
INCREASED
Shares1,572 from 1,111
Change+461 (+41%)
Value$213.9K (+$49.1K)
Filed 2026-10-29
Bauman Advisory Group, LLC
DECREASED
Shares1,572 from 1,588
Change-16 (-1%)
Value$213.8K (-$21.8K)
Filed 2026-10-29
Stackstone Wealth, LLC
NEW
Shares1,567
Change+1,567
Value$213.2K
Filed 2026-10-19
Align Financial, LLC
UNCHANGED
Shares1,564 from 1,564
Change0 (0%)
Value$212.8K (-$19.2K)
Filed 2026-10-16
Western Financial Corp
DECREASED
Shares1,563 from 1,661
Change-98 (-6%)
Value$212.6K (-$33.8K)
Filed 2026-10-14
Saxony Capital Management, LLC
INCREASED
Shares1,563 from 1,562
Change+1 (+0%)
Value$212.6K (-$19.1K)
Filed 2026-10-15
Cypress Capital Group
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$211.5K (-$19.1K)
Filed 2026-11-03
Oak Harvest Investment Services
INCREASED
Shares1,552 from 1,549
Change+3 (+0%)
Value$211.1K (-$18.5K)
Filed 2026-10-20
Intelligence Driven Advisers, LLC
DECREASED
Shares1,547 from 1,637
Change-90 (-5%)
Value$210.5K (-$32.3K)
Filed 2026-10-09
Wrenne Financial Planning LLC
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$210.5K (-$19.0K)
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares1,541 from 1,536
Change+5 (+0%)
Value$209.6K (-$18.2K)
Filed 2026-10-26
LifePlan Financial, LLC
DECREASED
Shares1,540 from 1,695
Change-155 (-9%)
Value$211.5K (-$39.9K)
Filed 2026-10-13
Golden Bell Financial Planning LLC
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$208.1K (-$18.8K)
Filed 2026-11-02
Cornerstone Wealth, LLC
DECREASED
Shares1,525 from 1,852
Change-327 (-18%)
Value$210.8K (-$59.9K)
Filed 2026-10-28
Symmetry Partners, LLC
NEW
Shares1,522
Change+1,522
Value$207.1K
Filed 2026-10-27
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$206.8K (-$18.7K)
Filed 2026-10-20
Wealth Quarterback LLC
DECREASED
Shares1,518 from 1,548
Change-30 (-2%)
Value$206.5K (-$23.1K)
Filed 2026-10-20
Heritage Family Offices, LLP
INCREASED
Shares1,517 from 1,515
Change+2 (+0%)
Value$206.4K (-$18.3K)
Filed 2026-11-02
J. Safra Sarasin Holding AG
INCREASED
Shares1,511 from 1,493
Change+18 (+1%)
Value$205.6K (-$15.9K)
Filed 2026-10-26
Snider Financial Group
UNCHANGED
Shares1,508 from 1,508
Change0 (0%)
Value$205.1K (-$18.5K)
Filed 2026-10-16
Three Arch Wealth Management LLC
INCREASED
Shares1,501 from 1,437
Change+64 (+4%)
Value$204.2K (-$8.9K)
Filed 2026-10-20
Vertrix Wealth Management, LLC
INCREASED
Shares1,496 from 1,407
Change+89 (+6%)
Value$203.5K (-$5.1K)
Filed 2026-10-13
Amarillo National Bank
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$201.3K (-$18.2K)
Filed 2026-10-23
Matauro, LLC
INCREASED
Shares1,478 from 1,462
Change+16 (+1%)
Value$201.0K (-$15.7K)
Filed 2026-11-03
Carlson Financial, Inc.
DECREASED
Shares1,476 from 1,568
Change-92 (-6%)
Value$200.7K (-$31.7K)
Filed 2026-11-05
Great Lakes Retirement, Inc.
NEW
Shares1,472
Change+1,472
Value$200.2K
Filed 2026-10-26
Accelerate Investment Advisors LLC
INCREASED
Shares1,472 from 1,464
Change+8 (+1%)
Value$200.3K (-$16.7K)
Filed 2026-11-02
CMH Wealth Management LLC
DECREASED
Shares1,469 from 1,619
Change-150 (-9%)
Value$199.8K (-$40.3K)
Filed 2026-10-22
Trellis Wealth Advisors LLC
UNCHANGED
Shares1,454 from 1,454
Change0 (0%)
Value$197.8K (-$17.8K)
Filed 2026-10-19
Triton Wealth Management, Pllc
DECREASED
Shares1,453 from 1,457
Change-4 (0%)
Value$206.7K (-$2.7K)
Filed 2026-11-04
Capital Investment Counsel, Inc
INCREASED
Shares1,442 from 1,296
Change+146 (+11%)
Value$196.2K (+$4.0K)
Filed 2026-10-20
Global Assets Advisory, LLC
DECREASED
Shares1,436 from 1,595
Change-159 (-10%)
Value$200.1K (-$36.6K)
Filed 2026-10-28
Essential Partners LLC
INCREASED
Shares1,408 from 1,392
Change+16 (+1%)
Value$191.5K (-$14.9K)
Filed 2026-10-14
Atwood & Palmer Inc
INCREASED
Shares1,407 from 1,406
Change+1 (+0%)
Value$191.4K (-$17.2K)
Filed 2026-10-08
3 Factor Indexing, LLC
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$189.8K (-$17.1K)
Filed 2026-10-15
CGC Financial Services, LLC
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$183.4K (-$16.5K)
Filed 2026-10-13
Gleason Group, Inc.
NEW
Shares1,332
Change+1,332
Value$181.2K
Filed 2026-10-15
DT Investment Partners, LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$177.5K (-$16.0K)
Filed 2026-10-27
Piedmont Capital Management, LLC
UNCHANGED
Shares1,279 from 1,279
Change0 (0%)
Value$174.0K (-$15.7K)
Filed 2026-10-21
Manchester Capital Management LLC
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$172.8K (-$15.6K)
Filed 2026-10-22
Lodestone Wealth Management LLC
INCREASED
Shares1,240 from 1,236
Change+4 (+0%)
Value$168.7K (-$14.6K)
Filed 2026-10-14
Creative Capital Management Investments LLC
DECREASED
Shares1,237 from 1,368
Change-131 (-10%)
Value$168.3K (-$34.6K)
Filed 2026-10-28
Mill Capital Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$163.2K (-$14.7K)
Filed 2026-10-26
Global Trust Asset Management, LLC
UNCHANGED
Shares1,167 from 1,167
Change0 (0%)
Value$158.8K (-$14.3K)
Filed 2026-10-19
North Point Portfolio Managers Corp
NEW
Shares1,137
Change+1,137
Value$154.7K
Filed 2026-10-07
Gilpin Wealth Management, LLC
INCREASED
Shares1,118 from 1,087
Change+31 (+3%)
Value$152.1K (-$9.1K)
Filed 2026-10-09
Northstar Asset Management Co
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$151.6K (-$7.8K)
Filed 2026-10-22
CFG Wealth Management Services, Inc.
NEW
Shares1,090
Change+1,090
Value$149.3K
Filed 2026-10-21
Tounjian Advisory Partners, LLC
NEW
Shares1,080
Change+1,080
Value$146.9K
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares1,078 from 981
Change+97 (+10%)
Value$146.6K (+$1.2K)
Filed 2026-10-29
Kingdom Financial Group Llc.
INCREASED
Shares1,006 from 613
Change+393 (+64%)
Value$136.8K (+$45.9K)
Filed 2026-11-04
Evensky & Katz LLC
INCREASED
Shares999 from 733
Change+266 (+36%)
Value$136 (-$108.9K)
Filed 2026-10-27
Morton Brown Family Wealth, LLC
INCREASED
Shares955 from 636
Change+319 (+50%)
Value$129.9K (+$35.6K)
Filed 2026-10-23
Nfsg Corp
DECREASED
Shares955 from 957
Change-2 (0%)
Value$130.0K (-$12.0K)
Filed 2026-10-15
Chilton Capital Management LLC
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$128.2K (-$11.6K)
Filed 2026-10-28
Country Trust Bank
INCREASED
Shares924 from 328
Change+596 (+182%)
Value$125.7K (+$77.1K)
Filed 2026-10-30
Old Second National Bank of Aurora
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$125.6K (-$11.3K)
Filed 2026-10-22
Activest Wealth Management
DECREASED
Shares870 from 1,027
Change-157 (-15%)
Value$118.4K (-$33.9K)
Filed 2026-10-15
Strengthening Families & Communities, LLC
INCREASED
Shares826 from 823
Change+3 (+0%)
Value$112.3K (-$9.7K)
Filed 2026-10-21
Reyes Financial Architecture, Inc.
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$112.1K (-$10.1K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
DECREASED
Shares788 from 2,468
Change-1,680 (-68%)
Value$107.2K (-$258.8K)
Filed 2026-11-05
Morling Financial Advisors, LLC
DECREASED
Shares781 from 868
Change-87 (-10%)
Value$106.2K (-$22.5K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$106.1K (-$9.6K)
Filed 2026-10-16
James T. Borello RIA
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$100.3K (-$9.0K)
Filed 2026-10-16
Kroeger Financial Partners
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$100.0K (-$9.0K)
Filed 2026-10-19
GoalVest Advisory LLC
INCREASED
Shares732 from 699
Change+33 (+5%)
Value$99.6K (-$4.1K)
Filed 2026-10-02
Chapman Financial Group, LLC
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$95.0K (-$8.6K)
Filed 2026-10-26
Pacifica Partners Inc.
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$95.3K (-$6.6K)
Filed 2026-10-09
Frankly Finances, LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$93.9K (-$8.5K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares688 from 738
Change-50 (-7%)
Value$93.6K (-$15.9K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$89.8K (-$8.1K)
Filed 2026-11-03
MTM Investment Management, LLC
INCREASED
Shares638 from 637
Change+1 (+0%)
Value$86.8K (-$7.7K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares626 from 298
Change+328 (+110%)
Value$85.2K (+$41.0K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares614 from 544
Change+70 (+13%)
Value$83.5K (+$2.8K)
Filed 2026-10-19
DeDora Capital, Inc.
NEW
Shares608
Change+608
Value$82.7K
Filed 2026-10-26
Elevate Wealth Advisory, Inc
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$73.9K (-$6.7K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
INCREASED
Shares542 from 497
Change+45 (+9%)
Value$73.8K (+$37)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED
Shares542 from 559
Change-17 (-3%)
Value$18.1K (-$45.0K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares527 from 507
Change+20 (+4%)
Value$71.7K (-$3.5K)
Filed 2026-10-14
Davis Capital Management
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$70.5K (-$6.4K)
Filed 2026-10-08
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares515 from 514
Change+1 (+0%)
Value$70.0K (-$6.3K)
Filed 2026-10-28
Southern Michigan Bank & Trust
INCREASED
Shares509 from 502
Change+7 (+1%)
Value$69.2K (-$5.2K)
Filed 2026-10-19
Fairscale Capital, LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$71.4K (-$4.1K)
Filed 2026-11-04
RMG Wealth Management LLC
INCREASED
Shares496 from 245
Change+251 (+102%)
Value$68.5K (+$32.0K)
Filed 2026-10-26
NorthAvenue LLC
DECREASED
Shares485 from 507
Change-22 (-4%)
Value$65.9K (-$9.2K)
Filed 2026-10-29
Holos Integrated Wealth LLC
INCREASED
Shares481 from 458
Change+23 (+5%)
Value$65.3K (-$1.3K)
Filed 2026-10-23
Quaker Wealth Management, LLC
INCREASED
Shares460 from 458
Change+2 (+0%)
Value$62.5K (-$5.4K)
Filed 2026-10-22
Acima Private Wealth, LLC
DECREASED
Shares449 from 465
Change-16 (-3%)
Value$61.1K (-$7.9K)
Filed 2026-10-05
Financial Network Wealth Advisors LLC
INCREASED
Shares443 from 410
Change+33 (+8%)
Value$60.3K (-$541)
Filed 2026-10-28
Investors Research Corp
INCREASED
Shares432 from 224
Change+208 (+93%)
Value$58.8K (+$25.5K)
Filed 2026-10-07
First United Bank & Trust
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$57.3K (-$5.2K)
Filed 2026-10-22
SYM Financial Corp
INCREASED
Shares420 from 101
Change+319 (+316%)
Value$57.2K (+$42.2K)
Filed 2026-10-26
Hurley Capital, LLC
NEW
Shares414
Change+414
Value$56.3K
Filed 2026-11-05
Montgomery Financial Services LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$55.0K (-$5.0K)
Filed 2026-11-03
West Branch Capital LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$51.0K (-$4.6K)
Filed 2026-10-20
Navigoe, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$51.0K (+$50.9K)
Filed 2026-11-04
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$50.6K (-$4.6K)
Filed 2026-10-15
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$50.3K (-$4.5K)
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$48.8K (-$4.4K)
Filed 2026-11-04
Sunrise Financial Services, LLC
DECREASED
Shares350 from 352
Change-2 (-1%)
Value$47.6K (-$4.6K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$47.6K (-$4.3K)
Filed 2026-11-02
Hudson Edge Investment Partners Inc.
DECREASED
Shares345 from 685
Change-340 (-50%)
Value$46.9K (-$54.7K)
Filed 2026-10-28
Cornerstone National Bank & Trust Co
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$44.0K (-$3.4K)
Filed 2026-10-20
Advantage Trust Co
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$41.8K (-$3.8K)
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares297 from 10,267
Change-9,970 (-97%)
Value$40.4K (-$1.5M)
Filed 2026-10-20
Covestor Ltd
DECREASED
Shares297 from 309
Change-12 (-4%)
Value$40 (-$46.0K)
Filed 2026-10-30
Pflug Koory, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$40.1K (-$3.5K)
Filed 2026-10-26
BankChampaign, National Association
INCREASED
Shares292 from 208
Change+84 (+40%)
Value$39.7K (+$8.9K)
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$39.5K (-$3.6K)
Filed 2026-10-23
Canton Hathaway, LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$38.6K (-$3.5K)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
NEW
Shares281
Change+281
Value$38.2K
Filed 2026-10-27
Bulwark Capital Corp
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$37.0K (-$3.3K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
INCREASED
Shares269 from 267
Change+2 (+1%)
Value$36.6K (-$3.0K)
Filed 2026-10-16
Redwood Park Advisors LLC
INCREASED
Shares256 from 255
Change+1 (+0%)
Value$34.8K (-$3.0K)
Filed 2026-11-02
Bank & Trust Co
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$34.3K (-$3.1K)
Filed 2026-10-07
Peoples Financial Services Corp.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$34.0K (-$3.1K)
Filed 2026-10-20
Reicon Wealth Advisors, LLC
DECREASED
Shares244 from 260
Change-16 (-6%)
Value$33.2K (-$5.4K)
Filed 2026-11-04
True Wealth Design, LLC
DECREASED
Shares244 from 259
Change-15 (-6%)
Value$33.2K (-$5.2K)
Filed 2026-10-13
Hoey Investments, Inc
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$31.7K (-$2.9K)
Filed 2026-10-29
Cdkv Holdings LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$30.5K (-$2.7K)
Filed 2026-10-28
Kopp Family Office, LLC
DECREASED
Shares219 from 331
Change-112 (-34%)
Value$45.0K (-$4.1K)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares219 from 249
Change-30 (-12%)
Value$29.8K (-$7.1K)
Filed 2026-10-28
Your Advocates Ltd., LLP
DECREASED
Shares217 from 227
Change-10 (-4%)
Value$29.5K (-$4.1K)
Filed 2026-11-03
Kings Path Partners LLC
INCREASED
Shares210 from 82
Change+128 (+156%)
Value$28.6K (+$16.4K)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
DECREASED
Shares200 from 210
Change-10 (-5%)
Value$27.2K (-$3.9K)
Filed 2026-11-02
Towne Trust Company, N.a
INCREASED
Shares191 from 38
Change+153 (+403%)
Value$26.0K (+$20.3K)
Filed 2026-10-28
Entrust Financial LLC
INCREASED
Shares191 from 190
Change+1 (+1%)
Value$26.0K (-$2.2K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares186 from 2,246
Change-2,060 (-92%)
Value$25.3K (-$307.9K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$22.6K (-$1.9K)
Filed 2026-10-27
Archer Investment Corp
DECREASED
Shares157 from 160
Change-3 (-2%)
Value$21.4K (-$2.4K)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares151 from 140
Change+11 (+8%)
Value$20.6K (-$149)
Filed 2026-10-28
StrongBox Wealth, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$20.5K (-$1.9K)
Filed 2026-11-02
Peterson Wealth Services
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$19.0K (-$1.7K)
Filed 2026-10-26
Community Financial Services Group, LLC
INCREASED
Shares139 from 126
Change+13 (+10%)
Value$19.0K (+$449)
Filed 2026-10-15
Breakwater Investment Management
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$18.5K (-$1.7K)
Filed 2026-10-20
WPG Advisers, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$18.4K (-$1.7K)
Filed 2026-10-27
Pioneer Family Office, LLC
INCREASED
Shares125 from 106
Change+19 (+18%)
Value$17.0K (+$1.3K)
Filed 2026-10-30
Vima LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$15.5K (-$1.4K)
Filed 2026-10-23
Putney Financial Group LLC
NEW
Shares111
Change+111
Value$15.1K
Filed 2026-10-30
Torren Management, LLC
NEW
Shares110
Change+110
Value$15.0K
Filed 2026-10-29
Carolina Wealth Advisors, LLC
NEW
Shares108
Change+108
Value$14.7K
Filed 2026-10-23
Goodman Advisory Group, LLC
NEW
Shares105
Change+105
Value$14.3K
Filed 2026-11-02
Friedenthal Financial
NEW
Shares105
Change+105
Value$14.3K
Filed 2026-10-27
Armor Investment Advisors, LLC
DECREASED
Shares92 from 98
Change-6 (-6%)
Value$12.5K (-$2.0K)
Filed 2026-10-27
PFS Partners, LLC
INCREASED
Shares88 from 87
Change+1 (+1%)
Value$11.9K (-$1.0K)
Filed 2026-10-21
Networth Advisors, LLC
DECREASED
Shares86 from 180
Change-94 (-52%)
Value$11.7K (-$14.9K)
Filed 2026-11-03
High Point Wealth Management, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$11.6K (-$1.0K)
Filed 2026-11-05
Planning Strategies Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$11.4K (-$1.0K)
Filed 2026-10-02
Hilton Head Capital Partners, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$10.9K (-$982)
Filed 2026-10-23
Clayton Financial Group LLC
NEW
Shares79
Change+79
Value$10.8K
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares78
Change+78
Value$10.7K
Filed 2026-10-09
Godsey & Gibb, Inc
NEW
Shares71
Change+71
Value$9.7K
Filed 2026-10-14
Peachtree Investment Partners, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$9.1K (-$822)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
DECREASED
Shares61 from 2,167
Change-2,106 (-97%)
Value$8.3K (-$313.1K)
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$8.2K (-$737)
Filed 2026-11-04
IMG Wealth Management, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$7.6K (-$687)
Filed 2026-10-27
Eukles Asset Management
NEW
Shares54
Change+54
Value$7.3K
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$7.2K (-$645)
Filed 2026-10-28
Kozak & Associates, Inc.
DECREASED
Shares50 from 63
Change-13 (-21%)
Value$7.0K (-$2.3K)
Filed 2026-10-29
Byrne Asset Management LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$6.6K (-$544)
Filed 2026-10-06
Axiom Investment Management LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$6.1K (-$552)
Filed 2026-11-03
Paladin Partners, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$5.9K (-$527)
Filed 2026-10-06
Horizon Financial Services, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$5.6K (-$503)
Filed 2026-11-04
Contravisory Investment Management, Inc.
NEW
Shares40
Change+40
Value$5.4K
Filed 2026-10-13
Roxbury Financial LLC
INCREASED
Shares32 from 23
Change+9 (+39%)
Value$4.4K (+$953)
Filed 2026-10-01
Monetary Solutions, Ltd
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.2K (-$381)
Filed 2026-10-22
Tower View Wealth Management LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.8K (-$331)
Filed 2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$3.7K (-$332)
Filed 2026-10-06
Hartford Financial Management Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.4K (-$311)
Filed 2026-10-21
Reap Financial Group, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.3K (-$283)
Filed 2026-11-02
Advocate Investing Services LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.9K (-$258)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.4K (+$285)
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares17
Change+17
Value$2.3K
Filed 2026-10-30
Robbins Farley
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.3K (-$209)
Filed 2026-10-21
Markowski Investments
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.3K (-$208)
Filed 2026-10-30
Three Bridge Wealth Advisors, LLC
NEW
Shares10
Change+10
Value$1.4K
Filed 2026-11-05
Hager Investment Management Services, LLC
NEW
Shares9
Change+9
Value$1.2K
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$952 (-$86)
Filed 2026-11-03
Richardson Financial Services Inc.
DECREASED
Shares2 from 36
Change-34 (-94%)
Value$272 (-$5.1K)
Filed 2026-10-30
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$275 (-$23)
Filed 2026-10-29
Retirement Wealth Solutions LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$193 (-$44)
Filed 2026-10-07
CKW Financial Group
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-10-29
Capital Investment Advisors, LLC
CLOSED
Shares0 from 277,795
Change-277,795 (-100%)
Value$0 (-$41.2M)
Filed 2026-10-22
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 245,460
Change-245,460 (-100%)
Value$0 (-$36.4M)
Filed 2026-10-26
Royal Fund Management, LLC
CLOSED
Shares0 from 126,760
Change-126,760 (-100%)
Value$0 (-$18.8M)
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 79,811
Change-79,811 (-100%)
Value$0 (-$11.8M)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 52,059
Change-52,059 (-100%)
Value$0 (-$7.7M)
Filed 2026-11-03
FDx Advisors, Inc.
CLOSED
Shares0 from 46,848
Change-46,848 (-100%)
Value$0 (-$6.9M)
Filed 2026-11-05
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 27,500
Change-27,500 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-05
PCG Asset Management, LLC
CLOSED
Shares0 from 11,037
Change-11,037 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-05
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 8,963
Change-8,963 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Johnson Financial Group, LLC
CLOSED
Shares0 from 8,687
Change-8,687 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Vontobel Holding Ltd.
CLOSED
Shares0 from 8,500
Change-8,500 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Quantum Financial Partners LLC
CLOSED
Shares0 from 7,920
Change-7,920 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-19
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 7,863
Change-7,863 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Ardent Capital Management, Inc.
CLOSED
Shares0 from 5,493
Change-5,493 (-100%)
Value$0 (-$814.7K)
Filed 2026-10-16
Sterling Capital Management LLC
CLOSED
Shares0 from 3,443
Change-3,443 (-100%)
Value$0 (-$510.6K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 3,323
Change-3,323 (-100%)
Value$0 (-$492.8K)
Filed 2026-10-16
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 3,164
Change-3,164 (-100%)
Value$0 (-$469.2K)
Filed 2026-10-19
Newport Capital Group, LLC
CLOSED
Shares0 from 2,924
Change-2,924 (-100%)
Value$0 (-$433.7K)
Filed 2026-10-16
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 2,514
Change-2,514 (-100%)
Value$0 (-$372.9K)
Filed 2026-10-26
Compass Financial Group, Inc. (Ohio)
CLOSED
Shares0 from 2,013
Change-2,013 (-100%)
Value$0 (-$298.5K)
Filed 2026-10-19
Avestar Capital, LLC
CLOSED
Shares0 from 1,773
Change-1,773 (-100%)
Value$0 (-$263.0K)
Filed 2026-10-28
Independence Wealth Advisors, LLC
CLOSED
Shares0 from 1,673
Change-1,673 (-100%)
Value$0 (-$248.1K)
Filed 2026-10-29
Agate Pass Investment Management, LLC
CLOSED
Shares0 from 1,521
Change-1,521 (-100%)
Value$0 (-$225.6K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,515
Change-1,515 (-100%)
Value$0 (-$224.7K)
Filed 2026-10-27
Alterna Wealth Management, Inc
CLOSED
Shares0 from 1,511
Change-1,511 (-100%)
Value$0 (-$224.1K)
Filed 2026-10-27
Aire Advisors, LLC
CLOSED
Shares0 from 1,494
Change-1,494 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-22
Fidelity D & D Bancorp Inc
CLOSED
Shares0 from 1,487
Change-1,487 (-100%)
Value$0 (-$220.5K)
Filed 2026-11-05
Central Valley Advisors, LLC
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-27
TrueWealth Advisors, LLC
CLOSED
Shares0 from 1,442
Change-1,442 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-09
Arlington Financial Advisors, LLC
CLOSED
Shares0 from 1,439
Change-1,439 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-19
Traphagen Investment Advisors LLC
CLOSED
Shares0 from 1,436
Change-1,436 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-14
Financial Life Advisors
CLOSED
Shares0 from 1,429
Change-1,429 (-100%)
Value$0 (-$211.9K)
Filed 2026-10-14
Optivise Advisory Services LLC
CLOSED
Shares0 from 1,419
Change-1,419 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-19
LJI Wealth Management, LLC
CLOSED
Shares0 from 1,416
Change-1,416 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-28
Burney Co/
CLOSED
Shares0 from 1,413
Change-1,413 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-15
Paulson Wealth Management Inc.
CLOSED
Shares0 from 1,410
Change-1,410 (-100%)
Value$0 (-$209.1K)
Filed 2026-11-02
Sky Investment Group LLC
CLOSED
Shares0 from 1,409
Change-1,409 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-30
4J Wealth Management LLC
CLOSED
Shares0 from 1,408
Change-1,408 (-100%)
Value$0 (-$208.9K)
Filed 2026-11-02
WestHill Financial Advisors, Inc.
CLOSED
Shares0 from 1,404
Change-1,404 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-14
Redwood Financial Network Corp
CLOSED
Shares0 from 1,398
Change-1,398 (-100%)
Value$0 (-$207.4K)
Filed 2026-11-03
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 1,396
Change-1,396 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-21
Tabr Capital Management, LLC
CLOSED
Shares0 from 1,393
Change-1,393 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-20
Beacon Capital Management, LLC
CLOSED
Shares0 from 1,393
Change-1,393 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
CLOSED
Shares0 from 1,385
Change-1,385 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-20
GFG Capital, LLC
CLOSED
Shares0 from 1,377
Change-1,377 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-16
Tannin Capital LLC
CLOSED
Shares0 from 1,368
Change-1,368 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-05
Trust Co of the South
CLOSED
Shares0 from 1,367
Change-1,367 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-21
Milestones Private Investment Advisors LLC
CLOSED
Shares0 from 1,366
Change-1,366 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-19
Old Peak Finance LLC
CLOSED
Shares0 from 1,361
Change-1,361 (-100%)
Value$0 (-$201.9K)
Filed 2026-11-02
Focused Alpha, LLC
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-20
Griffin Asset Management, Inc.
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-22
DB&C Advisors, LLC
CLOSED
Shares0 from 1,350
Change-1,350 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-26
Sims Investment Management, LLC
CLOSED
Shares0 from 1,342
Change-1,342 (-100%)
Value$0 (-$183.5K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 1,167
Change-1,167 (-100%)
Value$0 (-$173.1K)
Filed 2026-10-22
Islay Capital Management, LLC
CLOSED
Shares0 from 1,031
Change-1,031 (-100%)
Value$0 (-$152.9K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 973
Change-973 (-100%)
Value$0 (-$141.8K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 756
Change-756 (-100%)
Value$0 (-$112.1K)
Filed 2026-10-23
Gill Capital Partners, LLC
CLOSED
Shares0 from 371
Change-371 (-100%)
Value$0 (-$55.0K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 366
Change-366 (-100%)
Value$0 (-$54.3K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 334
Change-334 (-100%)
Value$0 (-$49.5K)
Filed 2026-10-29
Park National Corp
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$44.5K)
Filed 2026-10-05
Founders Capital Management
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$39.2K)
Filed 2026-10-13
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-23
Bullseye Investment Management, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-29
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-26
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$297)
Filed 2026-11-03
Financial Management Professionals, Inc.
DECREASED
Shares0 from 51
Change-51 (-100%)
Value$62 (-$7.6K)
Filed 2026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.1M (+$90.3K)
Filed 2026-10-29
Northwestern Mutual Wealth Management Co
N/A
Shares— from 44,570,998
Change-44,570,998 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 33,264,973
Change-33,264,973 (-100%)
Value—
FMR LLC
N/A
Shares— from 24,758,624
Change-24,758,624 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 22,721,296
Change-22,721,296 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,117,415
Change-19,117,415 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 16,331,080
Change-16,331,080 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,219,396
Change-16,219,396 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 14,487,402
Change-14,487,402 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,111,531
Change-14,111,531 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,230,929
Change-10,230,929 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,576,682
Change-9,576,682 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,496,986
Change-8,496,986 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,491,671
Change-7,491,671 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,471,547
Change-7,471,547 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,373,661
Change-7,373,661 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,603,976
Change-6,603,976 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,520,699
Change-6,520,699 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,328,597
Change-5,328,597 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 5,014,613
Change-5,014,613 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,979,028
Change-4,979,028 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,996,639
Change-3,996,639 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,992,771
Change-3,992,771 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 3,957,643
Change-3,957,643 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 3,675,530
Change-3,675,530 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,587,574
Change-3,587,574 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,353,475
Change-3,353,475 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,320,768
Change-3,320,768 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,811,720
Change-2,811,720 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 2,433,988
Change-2,433,988 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 2,289,109
Change-2,289,109 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,241,453
Change-2,241,453 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,208,976
Change-2,208,976 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,196,155
Change-2,196,155 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,048,983
Change-2,048,983 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,025,543
Change-2,025,543 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,893,254
Change-1,893,254 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,778,922
Change-1,778,922 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,733,730
Change-1,733,730 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,701,962
Change-1,701,962 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,645,376
Change-1,645,376 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,599,222
Change-1,599,222 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,497,464
Change-1,497,464 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,482,004
Change-1,482,004 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,385,455
Change-1,385,455 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,371,731
Change-1,371,731 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,366,095
Change-1,366,095 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 1,333,633
Change-1,333,633 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 1,323,251
Change-1,323,251 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,244,550
Change-1,244,550 (-100%)
Value—
Missouri Education Pension Trust
N/A
Shares— from 1,216,674
Change-1,216,674 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,196,673
Change-1,196,673 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,185,799
Change-1,185,799 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,167,827
Change-1,167,827 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,154,656
Change-1,154,656 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,119,614
Change-1,119,614 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,096,172
Change-1,096,172 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 920,516
Change-920,516 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 909,263
Change-909,263 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 901,357
Change-901,357 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 870,029
Change-870,029 (-100%)
Value—
Members Trust Co
N/A
Shares— from 860,578
Change-860,578 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 854,136
Change-854,136 (-100%)
Value—
&partners
N/A
Shares— from 854,086
Change-854,086 (-100%)
Value—
State Street Corp
N/A
Shares— from 797,424
Change-797,424 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 733,683
Change-733,683 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 719,520
Change-719,520 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 714,004
Change-714,004 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 649,005
Change-649,005 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 643,757
Change-643,757 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 620,196
Change-620,196 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 603,283
Change-603,283 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 592,268
Change-592,268 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 581,190
Change-581,190 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 555,266
Change-555,266 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 550,382
Change-550,382 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 522,678
Change-522,678 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 510,727
Change-510,727 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 496,435
Change-496,435 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 492,883
Change-492,883 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 471,147
Change-471,147 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 471,009
Change-471,009 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 468,586
Change-468,586 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 467,638
Change-467,638 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 440,895
Change-440,895 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 426,566
Change-426,566 (-100%)
Value—
Blair William & Co
N/A
Shares— from 424,298
Change-424,298 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 423,945
Change-423,945 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 410,725
Change-410,725 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 406,907
Change-406,907 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 385,783
Change-385,783 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 364,420
Change-364,420 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 361,883
Change-361,883 (-100%)
Value—
United Bank
N/A
Shares— from 360,103
Change-360,103 (-100%)
Value—
WIT, LLC
N/A
Shares— from 357,908
Change-357,908 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 354,167
Change-354,167 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 350,599
Change-350,599 (-100%)
Value—
Barclays PLC
N/A
Shares— from 348,478
Change-348,478 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 341,881
Change-341,881 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 341,428
Change-341,428 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 339,968
Change-339,968 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 335,169
Change-335,169 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 334,571
Change-334,571 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 323,428
Change-323,428 (-100%)
Value—
Starr Indemnity & Liability Co
N/A
Shares— from 320,950
Change-320,950 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 318,804
Change-318,804 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 317,779
Change-317,779 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 316,076
Change-316,076 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 313,279
Change-313,279 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 305,374
Change-305,374 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 296,071
Change-296,071 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 292,781
Change-292,781 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 292,377
Change-292,377 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 282,414
Change-282,414 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 278,262
Change-278,262 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 274,320
Change-274,320 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 270,876
Change-270,876 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 265,976
Change-265,976 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 264,731
Change-264,731 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 262,654
Change-262,654 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 259,402
Change-259,402 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 249,788
Change-249,788 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 249,116
Change-249,116 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 248,639
Change-248,639 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 246,133
Change-246,133 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 245,713
Change-245,713 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 244,807
Change-244,807 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 238,972
Change-238,972 (-100%)
Value—
Commerce Bank
N/A
Shares— from 238,871
Change-238,871 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 237,856
Change-237,856 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 236,149
Change-236,149 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 234,697
Change-234,697 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 231,188
Change-231,188 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 229,782
Change-229,782 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 227,212
Change-227,212 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 223,806
Change-223,806 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 223,030
Change-223,030 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 221,846
Change-221,846 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 221,696
Change-221,696 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 220,151
Change-220,151 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 218,839
Change-218,839 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 215,831
Change-215,831 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 211,934
Change-211,934 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 210,298
Change-210,298 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 209,352
Change-209,352 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 208,614
Change-208,614 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 208,485
Change-208,485 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 206,827
Change-206,827 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 205,429
Change-205,429 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 200,648
Change-200,648 (-100%)
Value—
C V Starr & Co Inc
N/A
Shares— from 200,458
Change-200,458 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 199,636
Change-199,636 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 198,503
Change-198,503 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 197,821
Change-197,821 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 196,095
Change-196,095 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 194,808
Change-194,808 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 191,033
Change-191,033 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 189,650
Change-189,650 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 189,495
Change-189,495 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 188,377
Change-188,377 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 187,775
Change-187,775 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 184,857
Change-184,857 (-100%)
Value—
Simmons Bank
N/A
Shares— from 181,078
Change-181,078 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 180,676
Change-180,676 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 180,397
Change-180,397 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 179,090
Change-179,090 (-100%)
Value—
EFG International AG
N/A
Shares— from 176,739
Change-176,739 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 175,331
Change-175,331 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 173,774
Change-173,774 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 171,804
Change-171,804 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 171,653
Change-171,653 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 170,780
Change-170,780 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 170,533
Change-170,533 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 163,985
Change-163,985 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 163,755
Change-163,755 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 160,590
Change-160,590 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 160,052
Change-160,052 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 158,942
Change-158,942 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 158,614
Change-158,614 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 157,726
Change-157,726 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 155,426
Change-155,426 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 153,299
Change-153,299 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 149,636
Change-149,636 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 147,821
Change-147,821 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 147,673
Change-147,673 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 145,460
Change-145,460 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 145,335
Change-145,335 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 143,922
Change-143,922 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 141,447
Change-141,447 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 141,289
Change-141,289 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 137,369
Change-137,369 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 135,548
Change-135,548 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 135,031
Change-135,031 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 134,244
Change-134,244 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 133,556
Change-133,556 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 132,558
Change-132,558 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 132,425
Change-132,425 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 130,919
Change-130,919 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 130,430
Change-130,430 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 129,361
Change-129,361 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 127,699
Change-127,699 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 124,445
Change-124,445 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 122,915
Change-122,915 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 122,631
Change-122,631 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 122,413
Change-122,413 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 121,836
Change-121,836 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 121,664
Change-121,664 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 121,022
Change-121,022 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 118,675
Change-118,675 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 117,826
Change-117,826 (-100%)
Value—
Prudential PLC
N/A
Shares— from 117,650
Change-117,650 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 116,140
Change-116,140 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 115,689
Change-115,689 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 115,578
Change-115,578 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 115,404
Change-115,404 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 114,357
Change-114,357 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 114,334
Change-114,334 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 114,064
Change-114,064 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 114,064
Change-114,064 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 113,634
Change-113,634 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 113,426
Change-113,426 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 113,115
Change-113,115 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 110,295
Change-110,295 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 108,941
Change-108,941 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 107,494
Change-107,494 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 107,197
Change-107,197 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 106,366
Change-106,366 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 104,814
Change-104,814 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 104,596
Change-104,596 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 104,357
Change-104,357 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 104,297
Change-104,297 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 103,673
Change-103,673 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 103,294
Change-103,294 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 101,397
Change-101,397 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 100,992
Change-100,992 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 100,644
Change-100,644 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 99,184
Change-99,184 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 98,337
Change-98,337 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 96,925
Change-96,925 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 96,204
Change-96,204 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 95,774
Change-95,774 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 92,927
Change-92,927 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 92,452
Change-92,452 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 91,167
Change-91,167 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 89,888
Change-89,888 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 88,580
Change-88,580 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 86,515
Change-86,515 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 86,247
Change-86,247 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 83,416
Change-83,416 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 83,359
Change-83,359 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 81,825
Change-81,825 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 81,327
Change-81,327 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 80,718
Change-80,718 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 80,573
Change-80,573 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 80,180
Change-80,180 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 79,845
Change-79,845 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 79,772
Change-79,772 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 79,189
Change-79,189 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 79,102
Change-79,102 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 78,096
Change-78,096 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 77,181
Change-77,181 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 77,100
Change-77,100 (-100%)
Value—
Legacy Trust
N/A
Shares— from 75,604
Change-75,604 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 75,300
Change-75,300 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 74,377
Change-74,377 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 73,087
Change-73,087 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 72,146
Change-72,146 (-100%)
Value—
FIL Ltd
N/A
Shares— from 72,039
Change-72,039 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 71,093
Change-71,093 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 70,718
Change-70,718 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 69,807
Change-69,807 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 69,457
Change-69,457 (-100%)
Value—
Aristotle Capital Boston, LLC
N/A
Shares— from 66,854
Change-66,854 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 66,424
Change-66,424 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 66,250
Change-66,250 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 65,876
Change-65,876 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 64,967
Change-64,967 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 64,954
Change-64,954 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 63,722
Change-63,722 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 63,498
Change-63,498 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 62,525
Change-62,525 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 62,362
Change-62,362 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 61,938
Change-61,938 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 61,697
Change-61,697 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 61,537
Change-61,537 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 61,357
Change-61,357 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 60,819
Change-60,819 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 60,698
Change-60,698 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 60,434
Change-60,434 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 59,798
Change-59,798 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 58,894
Change-58,894 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 58,773
Change-58,773 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 57,528
Change-57,528 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 57,406
Change-57,406 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 57,328
Change-57,328 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 57,062
Change-57,062 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 55,885
Change-55,885 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 55,348
Change-55,348 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 54,963
Change-54,963 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 54,165
Change-54,165 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 54,087
Change-54,087 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 53,920
Change-53,920 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 53,684
Change-53,684 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 53,662
Change-53,662 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 53,339
Change-53,339 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 52,724
Change-52,724 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 52,491
Change-52,491 (-100%)
Value—
Nwam LLC
N/A
Shares— from 52,336
Change-52,336 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 51,548
Change-51,548 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 51,351
Change-51,351 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 51,303
Change-51,303 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 50,729
Change-50,729 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 50,576
Change-50,576 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 50,277
Change-50,277 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 50,215
Change-50,215 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 49,797
Change-49,797 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 49,630
Change-49,630 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 49,390
Change-49,390 (-100%)
Value—
Stephens Inc
N/A
Shares— from 49,238
Change-49,238 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 49,200
Change-49,200 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 48,973
Change-48,973 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 48,930
Change-48,930 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 48,794
Change-48,794 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 48,784
Change-48,784 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 48,743
Change-48,743 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 48,675
Change-48,675 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 47,909
Change-47,909 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 47,766
Change-47,766 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 47,530
Change-47,530 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 47,293
Change-47,293 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 47,256
Change-47,256 (-100%)
Value—
Betterment LLC
N/A
Shares— from 46,985
Change-46,985 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 46,933
Change-46,933 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 46,677
Change-46,677 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 46,038
Change-46,038 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 45,855
Change-45,855 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 45,421
Change-45,421 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 45,189
Change-45,189 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 45,174
Change-45,174 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 44,791
Change-44,791 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 44,728
Change-44,728 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 44,679
Change-44,679 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 44,549
Change-44,549 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 43,789
Change-43,789 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 42,481
Change-42,481 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 42,397
Change-42,397 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 42,230
Change-42,230 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 41,776
Change-41,776 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 41,738
Change-41,738 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 40,903
Change-40,903 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 40,902
Change-40,902 (-100%)
Value—
Centennial Bank
N/A
Shares— from 40,795
Change-40,795 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 40,687
Change-40,687 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 40,129
Change-40,129 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 40,110
Change-40,110 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 40,069
Change-40,069 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 39,848
Change-39,848 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 39,582
Change-39,582 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 39,461
Change-39,461 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 38,614
Change-38,614 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 38,557
Change-38,557 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 38,301
Change-38,301 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 38,279
Change-38,279 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 38,253
Change-38,253 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 38,036
Change-38,036 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 37,183
Change-37,183 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 36,867
Change-36,867 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 36,690
Change-36,690 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 36,629
Change-36,629 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 36,468
Change-36,468 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 36,212
Change-36,212 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 36,096
Change-36,096 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 36,055
Change-36,055 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 35,921
Change-35,921 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 35,532
Change-35,532 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 35,469
Change-35,469 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 35,412
Change-35,412 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 35,408
Change-35,408 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 35,324
Change-35,324 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 34,949
Change-34,949 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 34,898
Change-34,898 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 34,775
Change-34,775 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 34,625
Change-34,625 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 34,448
Change-34,448 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 34,277
Change-34,277 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 33,924
Change-33,924 (-100%)
Value—
Nepc LLC
N/A
Shares— from 33,886
Change-33,886 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 33,677
Change-33,677 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 33,440
Change-33,440 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 33,380
Change-33,380 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 33,235
Change-33,235 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 33,225
Change-33,225 (-100%)
Value—
United Bank
N/A
Shares— from 33,166
Change-33,166 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 32,600
Change-32,600 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 32,580
Change-32,580 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 32,327
Change-32,327 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 31,789
Change-31,789 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 31,619
Change-31,619 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 31,350
Change-31,350 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 31,306
Change-31,306 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 31,057
Change-31,057 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 30,936
Change-30,936 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 30,799
Change-30,799 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 30,647
Change-30,647 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 29,913
Change-29,913 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 29,882
Change-29,882 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 29,802
Change-29,802 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 29,712
Change-29,712 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 29,628
Change-29,628 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 29,580
Change-29,580 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 29,425
Change-29,425 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 29,061
Change-29,061 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 29,045
Change-29,045 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 28,982
Change-28,982 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 28,968
Change-28,968 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 28,891
Change-28,891 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 28,811
Change-28,811 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 28,403
Change-28,403 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 28,156
Change-28,156 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 27,617
Change-27,617 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 27,568
Change-27,568 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 27,540
Change-27,540 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 27,281
Change-27,281 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 27,185
Change-27,185 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 27,146
Change-27,146 (-100%)
Value—
EWA, LLC
N/A
Shares— from 27,107
Change-27,107 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 27,085
Change-27,085 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 26,881
Change-26,881 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 26,641
Change-26,641 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 26,605
Change-26,605 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 26,364
Change-26,364 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 26,338
Change-26,338 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 26,276
Change-26,276 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 26,233
Change-26,233 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 26,192
Change-26,192 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 26,088
Change-26,088 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 25,433
Change-25,433 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 25,061
Change-25,061 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 24,905
Change-24,905 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 24,856
Change-24,856 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 24,642
Change-24,642 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 24,519
Change-24,519 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 24,361
Change-24,361 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 24,204
Change-24,204 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 24,129
Change-24,129 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 24,096
Change-24,096 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 23,936
Change-23,936 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 23,852
Change-23,852 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 23,850
Change-23,850 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 23,719
Change-23,719 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 23,703
Change-23,703 (-100%)
Value—
Allstate Corp
N/A
Shares— from 23,697
Change-23,697 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 23,403
Change-23,403 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 23,403
Change-23,403 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 23,216
Change-23,216 (-100%)
Value—
Bronte Capital Management Pty Ltd.
N/A
Shares— from 23,004
Change-23,004 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 22,990
Change-22,990 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 22,973
Change-22,973 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 22,968
Change-22,968 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 22,895
Change-22,895 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 22,838
Change-22,838 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 22,810
Change-22,810 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 22,679
Change-22,679 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 22,600
Change-22,600 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 22,594
Change-22,594 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 22,559
Change-22,559 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 22,539
Change-22,539 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 22,412
Change-22,412 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 22,384
Change-22,384 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 22,362
Change-22,362 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 22,118
Change-22,118 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 21,975
Change-21,975 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 21,870
Change-21,870 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 21,659
Change-21,659 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 21,644
Change-21,644 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 21,633
Change-21,633 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 21,557
Change-21,557 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 21,206
Change-21,206 (-100%)
Value—
Ames National Corp
N/A
Shares— from 21,151
Change-21,151 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 20,777
Change-20,777 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 20,749
Change-20,749 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 20,517
Change-20,517 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 20,488
Change-20,488 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 20,451
Change-20,451 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 20,448
Change-20,448 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 20,131
Change-20,131 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 20,119
Change-20,119 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 20,090
Change-20,090 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19,920
Change-19,920 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 19,737
Change-19,737 (-100%)
Value—
EQ LLC
N/A
Shares— from 19,582
Change-19,582 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 18,991
Change-18,991 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 18,729
Change-18,729 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 18,131
Change-18,131 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 18,034
Change-18,034 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 17,970
Change-17,970 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 17,906
Change-17,906 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 17,717
Change-17,717 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 17,553
Change-17,553 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 17,481
Change-17,481 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 17,409
Change-17,409 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 17,270
Change-17,270 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 17,254
Change-17,254 (-100%)
Value—
Heritage Wealth Management, Inc. s
N/A
Shares— from 17,114
Change-17,114 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 17,051
Change-17,051 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 16,929
Change-16,929 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 16,917
Change-16,917 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 16,908
Change-16,908 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 16,808
Change-16,808 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 16,615
Change-16,615 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 16,504
Change-16,504 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 16,378
Change-16,378 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 16,300
Change-16,300 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,271
Change-16,271 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,270
Change-16,270 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 16,248
Change-16,248 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 15,952
Change-15,952 (-100%)
Value—
Invst, LLC
N/A
Shares— from 15,730
Change-15,730 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 15,693
Change-15,693 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 15,420
Change-15,420 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 15,340
Change-15,340 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 15,270
Change-15,270 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 15,214
Change-15,214 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 15,189
Change-15,189 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 15,166
Change-15,166 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 14,990
Change-14,990 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 14,807
Change-14,807 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 14,804
Change-14,804 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 14,670
Change-14,670 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 14,517
Change-14,517 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 14,510
Change-14,510 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 14,480
Change-14,480 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 14,403
Change-14,403 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 14,349
Change-14,349 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 14,197
Change-14,197 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 13,821
Change-13,821 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 13,795
Change-13,795 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 13,526
Change-13,526 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 13,111
Change-13,111 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 12,983
Change-12,983 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 12,864
Change-12,864 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 12,804
Change-12,804 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 12,642
Change-12,642 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 12,612
Change-12,612 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 12,448
Change-12,448 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 12,347
Change-12,347 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 12,207
Change-12,207 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 12,089
Change-12,089 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,994
Change-11,994 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 11,993
Change-11,993 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 11,887
Change-11,887 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 11,765
Change-11,765 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,757
Change-11,757 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 11,698
Change-11,698 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 11,675
Change-11,675 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 11,660
Change-11,660 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 11,644
Change-11,644 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 11,556
Change-11,556 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 11,553
Change-11,553 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 11,455
Change-11,455 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 11,215
Change-11,215 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 11,202
Change-11,202 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 11,054
Change-11,054 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 11,023
Change-11,023 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 10,898
Change-10,898 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,809
Change-10,809 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 10,791
Change-10,791 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 10,755
Change-10,755 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 10,649
Change-10,649 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 10,612
Change-10,612 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 10,546
Change-10,546 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 10,485
Change-10,485 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 10,424
Change-10,424 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 10,385
Change-10,385 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 10,377
Change-10,377 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 10,373
Change-10,373 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 10,307
Change-10,307 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 10,159
Change-10,159 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 10,103
Change-10,103 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 9,988
Change-9,988 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 9,666
Change-9,666 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,622
Change-9,622 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 9,564
Change-9,564 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 9,561
Change-9,561 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 9,414
Change-9,414 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 9,362
Change-9,362 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 9,115
Change-9,115 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 9,086
Change-9,086 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,042
Change-9,042 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 8,993
Change-8,993 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 8,980
Change-8,980 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 8,971
Change-8,971 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 8,894
Change-8,894 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,868
Change-8,868 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 8,853
Change-8,853 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 8,801
Change-8,801 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 8,778
Change-8,778 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 8,652
Change-8,652 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 8,604
Change-8,604 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 8,502
Change-8,502 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 8,477
Change-8,477 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 8,341
Change-8,341 (-100%)
Value—
American Trust
N/A
Shares— from 8,313
Change-8,313 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 8,273
Change-8,273 (-100%)
Value—
Wilshire Advisors LLC
N/A
Shares— from 8,259
Change-8,259 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 7,904
Change-7,904 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 7,801
Change-7,801 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 7,759
Change-7,759 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 7,725
Change-7,725 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 7,660
Change-7,660 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 7,631
Change-7,631 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 7,612
Change-7,612 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 7,591
Change-7,591 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 7,499
Change-7,499 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,499
Change-7,499 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 7,477
Change-7,477 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 7,393
Change-7,393 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 7,390
Change-7,390 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 7,205
Change-7,205 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 7,198
Change-7,198 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 7,075
Change-7,075 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 7,065
Change-7,065 (-100%)
Value—
S&T Bank
N/A
Shares— from 7,012
Change-7,012 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,713
Change-6,713 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 6,669
Change-6,669 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 6,660
Change-6,660 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 6,625
Change-6,625 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 6,551
Change-6,551 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,492
Change-6,492 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 6,491
Change-6,491 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 6,459
Change-6,459 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
Bank OZK
N/A
Shares— from 6,397
Change-6,397 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 6,334
Change-6,334 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 6,308
Change-6,308 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 6,229
Change-6,229 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 6,216
Change-6,216 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
Fiduciary Management Inc
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 6,051
Change-6,051 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Motco
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 5,930
Change-5,930 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,886
Change-5,886 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,650
Change-5,650 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 5,644
Change-5,644 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
CNB Bank
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 5,216
Change-5,216 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 5,212
Change-5,212 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,140
Change-5,140 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 5,107
Change-5,107 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 4,467
Change-4,467 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 4,449
Change-4,449 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 4,442
Change-4,442 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,361
Change-4,361 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 3,697
Change-3,697 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,677
Change-3,677 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 3,546
Change-3,546 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,873
Change-2,873 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Collier Financial
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Creekmur Asset Management LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
CIM, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 873
Change-873 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 751
Change-751 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 738
Change-738 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 725
Change-725 (-100%)
Value—
Rogco, LP
N/A
Shares— from 716
Change-716 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 657
Change-657 (-100%)
Value—
Wind River Trust Co
N/A
Shares— from 625
Change-625 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 614
Change-614 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 474
Change-474 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 385
Change-385 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 334
Change-334 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 305
Change-305 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 297
Change-297 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 291
Change-291 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 251
Change-251 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 209
Change-209 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 209
Change-209 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 200
Change-200 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 192
Change-192 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 177
Change-177 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 164
Change-164 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 161
Change-161 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 125
Change-125 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 79
Change-79 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 74
Change-74 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 27
Change-27 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED12,113,26511,648,436+464,829+4%$1.7B$1.6B-$79.7M2026-11-05
First Command Advisory Services, Inc.
INCREASED6,802,8826,608,310+194,572+3%$980.1M$925.5M-$54.6M2026-11-05
Truist Financial Corp
INCREASED5,733,8355,463,960+269,875+5%$810.4M$780.0M-$30.3M2026-10-30
US Bancorp \de\
DECREASED4,712,9774,737,329-24,352-1%$702.6M$641.2M-$61.4M2026-11-05
Regions Financial Corp
INCREASED4,124,0514,081,060+42,991+1%$605.3M$561.0M-$44.2M2026-11-05
Keybank National Association
INCREASED4,062,2783,992,726+69,552+2%$592.2M$552.6M-$39.5M2026-11-04
Fifth Third Bancorp
DECREASED3,287,7083,381,139-93,431-3%$501.5M$447.3M-$54.2M2026-11-05
Catalyst Capital Advisors LLC
INCREASED2,681,0772,433,988+247,089+10%$361.0M$364.7M+$3.7M2026-11-02
Nationwide Fund Advisors
DECREASED2,435,3542,444,492-9,1380%$362.5M$331.3M-$31.2M2026-10-28
Commonwealth Equity Services, LLC
DECREASED2,242,4202,474,395-231,975-9%$367.0M$305.1M-$61.9M2026-11-02
Valeo Financial Advisors, LLC
DECREASED2,099,6962,136,481-36,785-2%$281.5M$253.2M-$28.3M2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED1,661,0381,618,153+42,885+3%$240.0M$226.0M-$14.0M2026-11-05
Modera Wealth Management, LLC
INCREASED1,424,7501,421,648+3,102+0%$210.8M$193.8M-$17.0M2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED1,247,0351,631,441-384,406-24%$236.8M$169.9M-$66.9M2026-10-13
Creative Planning
DECREASED1,244,4351,251,825-7,390-1%$185.7M$169.3M-$16.4M2026-11-02
Beacon Investment Advisory Services, Inc.
INCREASED1,197,7691,158,855+38,914+3%$171.9M$162.9M-$8.9M2026-10-13
Farmers & Merchants Investments Inc
INCREASED1,120,5041,116,608+3,896+0%$165.6M$152.4M-$13.2M2026-10-22
Assetmark, Inc
INCREASED1,117,9191,093,798+24,121+2%$162.2M$152.1M-$10.1M2026-10-21
Acropolis Investment Management, LLC
DECREASED968,870984,802-15,932-2%$146.1M$131.8M-$14.3M2026-10-08
Kestra Advisory Services, LLC
INCREASED928,441867,164+61,277+7%$128.6M$126.3M-$2.3M2026-11-02
WestEnd Advisors, LLC
INCREASED898,601847,232+51,369+6%$125.7M$122.2M-$3.4M2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED851,012862,579-11,567-1%$127.9M$115.8K-$127.8M2026-11-02
Farther Finance Advisors, LLC
INCREASED827,945792,656+35,289+4%$117.5M$112.6M-$4.9M2026-10-08
Steele Capital Management, Inc.
INCREASED717,559704,827+12,732+2%$104.5M$97.6M-$6.9M2026-11-02
Glenview Trust Co
INCREASED706,423700,640+5,783+1%$103.9M$96.1M-$7.8M2026-10-28
Accredited Investors Inc.
INCREASED706,246674,815+31,431+5%$100.1M$96.1M-$4.0M2026-11-03
Sage Financial Group Inc
INCREASED647,030622,538+24,492+4%$92.3M$88.0M-$4.3M2026-10-27
First Interstate Bank
DECREASED645,437657,052-11,615-2%$97.4M$87.8M-$9.6M2026-10-23
Concurrent Investment Advisors, LLC
INCREASED622,199542,141+80,058+15%$80.4M$84.6M+$4.2M2026-10-16
Lido Advisors, LLC
INCREASED606,927440,419+166,508+38%$65.3M$82.6M+$17.2M2026-11-04
Klingman & Associates, LLC
INCREASED604,407596,811+7,596+1%$88.5M$82.2M-$6.3M2026-10-20
Mission Wealth Management, LP
DECREASED584,580705,960-121,380-17%$104.7M$79.5M-$25.2M2026-10-15
St. Louis Trust Co
INCREASED575,203543,969+31,234+6%$9.3M$78.3M+$69.0M2026-11-03
Sigma Investment Counselors Inc
INCREASED556,428538,823+17,605+3%$79.9M$75.7M-$4.2M2026-10-27
Bokf, NA
DECREASED536,672537,556-8840%$79.7M$73.0M-$6.7M2026-10-27
Wealth Architects, LLC
INCREASED511,513505,346+6,167+1%$74.9M$69.6M-$5.4M2026-11-03
Abound Wealth Management
INCREASED505,146490,860+14,286+3%$72.8M$68.7M-$4.1M2026-10-26
First Business Financial Services, Inc.
INCREASED503,295502,002+1,293+0%$74.5M$68.5M-$6.0M2026-10-29
Cahaba Wealth Management, Inc.
DECREASED484,041485,112-1,0710%$71.9M$65.8M-$6.1M2026-10-26
Connecticut Wealth Management, LLC
INCREASED481,313478,686+2,627+1%$71.0M$65.5M-$5.5M2026-10-13
Fulton Breakefield Broenniman LLC
INCREASED476,001475,919+82+0%$70.6M$64.8M-$5.8M2026-11-03
Greenleaf Trust
DECREASED472,510491,167-18,657-4%$72.8M$64.3M-$8.6M2026-10-29
Oakworth Capital, Inc.
INCREASED462,572462,139+433+0%$68.4M$62.9M-$5.5M2026-10-26
BLB&B Advisors, LLC
DECREASED459,586464,931-5,345-1%$69.0M$62.5M-$6.4M2026-10-27
MacKenzie Financial Corp
INCREASED440,710409,590+31,120+8%$60.7M$60.0M-$792.1K2026-11-02
Citigroup Inc
INCREASED431,731399,241+32,490+8%$59.2M$58.7M-$478.7K2026-11-04
SWF LLC
DECREASED428,983630,311-201,328-32%$93.5M$58.4M-$35.1M2026-11-05
Bangor Savings Bank
DECREASED427,451448,700-21,249-5%$66.5M$58.2M-$8.4M2026-10-06
New York Life Investment Management LLC
DECREASED423,869489,674-65,805-13%$72.6M$57.7M-$15.0M2026-11-04
Rebalance, LLC
INCREASED414,958409,017+5,941+1%$60.7M$56.5M-$4.2M2026-10-22
SigFig Wealth Management, LLC
INCREASED412,256403,881+8,375+2%$59.5M$56.1M-$3.4M2026-10-07
Legacy Wealth Management, LLC
INCREASED409,776409,323+453+0%$60.7M$55.7M-$5.0M2026-10-22
Arcataur Capital Management LLC
INCREASED402,545399,534+3,011+1%$59.3M$54.8M-$4.5M2026-10-21
Capital Asset Advisory Services LLC
INCREASED399,677394,268+5,409+1%$58.5M$55.4M-$3.1M2026-10-30
SilverOak Wealth Management LLC
DECREASED394,848416,780-21,932-5%$61.8M$53.7M-$8.1M2026-10-29
Berman McAleer LLC
DECREASED391,864401,722-9,858-2%$59.6M$53.3M-$6.3M2026-10-16
First Financial Bank - Trust Division
INCREASED391,644366,175+25,469+7%$54.3M$53.3M-$1.0M2026-10-01
Legacy Advisors, LLC
INCREASED391,432351,532+39,900+11%$52.1M$53.3M+$1.1M2026-10-19
Summit Financial Strategies, Inc.
INCREASED385,035340,374+44,661+13%$50.5M$52.4M+$1.9M2026-10-14
AlphaCore Capital LLC
INCREASED381,982366,070+15,912+4%$54.3M$52.0M-$2.3M2026-11-04
Maple Capital Management, Inc.
DECREASED381,716392,798-11,082-3%$58.3M$51.9M-$6.3M2026-11-02
IFG Advisors, LLC
INCREASED378,434376,578+1,856+0%$55.9M$51.5M-$4.4M2026-10-15
RKL Wealth Management LLC
DECREASED377,073380,816-3,743-1%$56.5M$51.3M-$5.2M2026-10-16
Thrivent Financial for Lutherans
INCREASED376,673334,359+42,314+13%$49.5M$51.4M+$1.9M2026-11-05
Conning Inc.
DECREASED375,809378,644-2,835-1%$56.2M$51.1M-$5.0M2026-10-27
HB Wealth Management, LLC
INCREASED375,651296,271+79,380+27%$43.9M$51.1M+$7.2M2026-10-23
MCF Advisors LLC
INCREASED375,147356,480+18,667+5%$52.9M$51.0M-$1.8M2026-10-28
Chesley Taft & Associates LLC
DECREASED366,778371,712-4,934-1%$55.1M$49.9M-$5.2M2026-10-13
Stockman Wealth Management, Inc.
DECREASED365,136366,639-1,5030%$54.4M$49.7M-$4.7M2026-10-27
Frontier Asset Management, LLC
DECREASED359,744361,610-1,866-1%$53.6M$48.9M-$4.7M2026-10-28
Opus Capital Group, LLC
DECREASED356,947358,032-1,0850%$53.1M$48.6K-$53.1M2026-10-30
Arrow Financial Corp
DECREASED353,715361,187-7,472-2%$53.6M$48.1M-$5.4M2026-10-26
Vision Capital Management, Inc.
DECREASED337,535339,793-2,258-1%$50.4M$45.9M-$4.5M2026-10-20
Magnus Financial Group LLC
INCREASED335,520327,498+8,022+2%$48.6M$45.6M-$2.9M2026-10-21
Graves Light Lenhart Wealth, Inc.
INCREASED318,810310,610+8,200+3%$46.1M$43.4M-$2.7M2026-10-09
First National Trust Co
INCREASED318,567318,030+537+0%$47.2M$43.3M-$3.8M2026-10-28
Shoker Investment Counsel, Inc.
DECREASED316,765320,095-3,330-1%$47.5M$43.1M-$4.4M2026-11-04
JFS Wealth Advisors, LLC
DECREASED312,319315,972-3,653-1%$46.9M$42.5M-$4.4M2026-11-03
Trilogy Capital Inc.
DECREASED306,790335,502-28,712-9%$49.8M$41.7M-$8.0M2026-10-20
Calamos Wealth Management LLC
DECREASED301,418304,095-2,677-1%$45.1M$41.0M-$4.1M2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED301,348297,951+3,397+1%$44.2M$41.0M-$3.2M2026-10-22
Encompass Wealth Advisors, LLC
INCREASED297,884146,567+151,317+103%$21.7M$40.5M+$18.8M2026-10-15
Liquid Strategies, LLC
INCREASED297,161218,767+78,394+36%$32.4M$40.4M+$8.0M2026-11-04
Oppenheimer & Co Inc
INCREASED293,091289,632+3,459+1%$43.0M$39.9M-$3.1M2026-10-26
Colony Family Offices, LLC
DECREASED292,763296,366-3,603-1%$44.0M$39.8M-$4.1M2026-10-22
One Day In July LLC
DECREASED286,601295,782-9,181-3%$43.9M$39.0M-$4.9M2026-10-30
Albion Financial Group
INCREASED283,279279,009+4,270+2%$41.4M$38.5M-$2.8M2026-10-21
MBL Wealth, LLC
INCREASED279,007269,424+9,583+4%$40.0M$38.0M-$2.0M2026-10-22
Founders Financial Securities LLC
DECREASED278,340300,394-22,054-7%$44.6M$37.9M-$6.7M2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED277,661240,301+37,360+16%$35.6M$37.8M+$2.1M2026-11-03
Grove Bank & Trust
DECREASED273,769282,798-9,029-3%$41.9M$37.2M-$4.7M2026-10-08
Elevation Point Wealth Partners, LLC
INCREASED273,425256,339+17,086+7%$38.0M$37.2M-$815.5K2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED270,221263,902+6,319+2%$39.1M$36.8M-$2.4M2026-10-05
Hudock, Inc.
INCREASED269,631268,825+806+0%$39.9M$36.7M-$3.2M2026-10-14
RTD Financial Advisors, Inc.
DECREASED267,047271,427-4,380-2%$40.3M$36.3M-$3.9M2026-10-09
BAR Harbor Wealth Management
DECREASED264,933267,227-2,294-1%$39.6M$36.0M-$3.6M2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED256,815262,909-6,094-2%$39.0M$34.9M-$4.1M2026-10-05
Financial Enhancement Group LLC
INCREASED248,352240,361+7,991+3%$35.6M$34.0M-$1.6M2026-10-08
Single Point Partners, LLC
INCREASED246,764244,736+2,028+1%$36.3M$33.6M-$2.7M2026-10-19
Oppenheimer Asset Management Inc.
INCREASED245,502239,545+5,957+2%$35.5M$33.4M-$2.1M2026-10-27
Proathlete Wealth Management LLC
INCREASED243,333228,635+14,698+6%$33.9M$33.1M-$806.7K2026-10-15
Guidance Capital, Inc
DECREASED240,422258,295-17,873-7%$38.0M$34.0M-$4.0M2026-11-03
Choreo, LLC
INCREASED234,64481,763+152,881+187%$12.1M$31.9M+$19.8M2026-10-28
Courier Capital LLC
INCREASED232,035224,209+7,826+3%$33.3M$31.6M-$1.7M2026-10-19
Pinnacle Associates LTD
DECREASED228,708229,466-7580%$34.0M$31.1M-$2.9M2026-10-20
LTG Capital LLC
INCREASED228,406221,544+6,862+3%$32.9M$31.1M-$1.8M2026-11-04
Inlight Wealth Management, LLC
INCREASED227,883215,175+12,708+6%$28.0M$27.4M-$588.4K2026-10-21
Pathway Financial Advisors LLC
INCREASED225,804210,271+15,533+7%$30.8M$30.7M-$82.1K2026-10-07
Pittenger & Anderson Inc
INCREASED223,936213,186+10,750+5%$31.6M$30.5M-$1.2M2026-11-02
Resonant Capital Advisors, LLC
DECREASED223,110226,102-2,992-1%$33.5M$30.4M-$3.2M2026-10-15
Cedar Mountain Advisors, LLC
DECREASED218,228223,326-5,098-2%$33.1M$29.7M-$3.4M2026-10-15
Birch Hill Investment Advisors LLC
INCREASED215,192213,825+1,367+1%$31.7M$29.3M-$2.4M2026-10-16
Truefg, LLC
DECREASED214,881217,789-2,908-1%$32.3M$29.2M-$3.1M2026-10-15
Cutler Investment Counsel LLC
INCREASED214,647208,300+6,347+3%$30.9M$29.2M-$1.7M2026-10-28
Form Wealth Advisors, LLC
INCREASED210,152202,481+7,671+4%$30.0M$28.6M-$1.4M2026-10-13
Citizens Financial Group Inc
DECREASED207,946218,871-10,925-5%$32.5M$28.3M-$4.2M2026-10-23
Trifecta Capital Advisors, LLC
INCREASED207,652204,841+2,811+1%$30.4M$28.2M-$2.1M2026-10-21
Fiduciary Alliance LLC
INCREASED207,184192,108+15,076+8%$28.5M$28.2M-$306.2K2026-10-13
Perigon Wealth Management, LLC
INCREASED206,859193,257+13,602+7%$28.7M$28.1M-$520.8K2026-10-22
Factor Wealth Management LTD
INCREASED206,496204,066+2,430+1%$30.3M$28.1M-$2.2M2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED198,626178,566+20,060+11%$26.5M$27.0M+$538.0K2026-10-08
First Merchants Corp
DECREASED198,098205,687-7,589-4%$30.5M$26.9M-$3.6M2026-10-15
Midwest Trust Co
INCREASED197,636194,652+2,984+2%$28.9M$26.9M-$2.0M2026-10-22
Apella Capital, LLC
INCREASED194,55283,762+110,790+132%$12.2M$26.7M+$14.5M2026-10-08
Roth Financial Partners LLC
DECREASED193,847198,008-4,161-2%$29.4M$26.4M-$3.0M2026-10-06
New Harbor Financial Group, LLC
INCREASED192,791188,643+4,148+2%$28.0M$26.2M-$1.8M2026-10-22
Valley Forge Investment Consultants Inc ADV
INCREASED192,200178,556+13,644+8%$26.5M$26.1M-$334.8K2026-11-03
Parkway Wealth Management Group, LLC
DECREASED190,689195,685-4,996-3%$29.0M$25.9M-$3.1M2026-10-20
D.A. Davidson & Co.
INCREASED190,329183,817+6,512+4%$27.3M$25.9M-$1.4M2026-10-28
Harbour Trust & Investment Management Co
DECREASED188,152195,906-7,754-4%$29.1M$25.6M-$3.5M2026-10-28
Evergreen Advisors, LLC
INCREASED186,016185,830+186+0%$27.6M$25.3M-$2.3M2026-10-28
Southern Capital Advisors, LLC
INCREASED183,667170,944+12,723+7%$25.4M$25.0M-$366.6K2026-10-26
Cambridge Capital Management, LLC
INCREASED183,221179,908+3,313+2%$26.7M$24.9M-$1.8M2026-10-19
Financial Management Network Inc
DECREASED181,368184,764-3,396-2%$27.0M$25.1M-$1.9M2026-10-09
Whitcomb & Hess, Inc.
INCREASED179,191177,798+1,393+1%$26.4M$24.4M-$2.0M2026-10-07
Trust Co of Vermont
INCREASED177,951172,840+5,111+3%$25.6M$24.2M-$1.4M2026-10-21
New England Professional Planning Group Inc.
DECREASED175,157177,489-2,332-1%$26.3M$23.8M-$2.5M2026-10-29
Summit Asset Management, LLC
DECREASED174,575175,893-1,318-1%$26.1M$23.7M-$2.3M2026-11-05
Yousif Capital Management, LLC
INCREASED173,046169,976+3,070+2%$25.2M$23.5M-$1.7M2026-10-22
Certuity, LLC
INCREASED172,290141,083+31,207+22%$20.9M$23.4M+$2.5M2026-11-02
West Paces Advisors Inc.
DECREASED172,054184,651-12,597-7%$27.4M$23.4M-$4.0M2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED171,995176,843-4,848-3%$26.2M$23.4M-$2.8M2026-10-14
Quadrant Capital Group LLC
DECREASED168,759172,610-3,851-2%$25.6M$23.2M-$2.4M2026-10-20
GFS Advisors, LLC
INCREASED168,198155,764+12,434+8%$15.9M$22.9M+$7.0M2026-11-03
Washington Trust Co
INCREASED167,801165,759+2,042+1%$24.6M$22.8M-$1.8M2026-10-22
Fusion Family Wealth, LLC
INCREASED167,676167,000+676+0%$24.8M$22.8M-$2.0M2026-11-02
Twele Capital Management, Inc.
INCREASED166,290165,931+359+0%$24.6M$22.6M-$2.0M2026-10-13
Apollon Wealth Management, LLC
DECREASED166,267166,519-2520%$24.7M$22.6M-$2.1M2026-10-23
Lodestar Private Asset Management LLC
DECREASED166,090170,430-4,340-3%$25.3M$22.6M-$2.7M2026-10-26
Evergreen Capital Management LLC
DECREASED165,728166,353-6250%$24.7M$22.5M-$2.1M2026-10-23
CJM Wealth Advisers, Ltd.
DECREASED164,055170,022-5,967-4%$25.2M$22.3M-$2.9M2026-10-27
Wilmington Savings Fund Society, FSB
INCREASED163,958154,133+9,825+6%$22.9M$22.3M-$554.6K2026-10-23
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED163,900155,900+8,000+5%$23.1M$22.3M-$824.6K2026-11-03
Fort Henry Capital, LLC
DECREASED163,788170,176-6,388-4%$25.2M$22.3M-$3.0M2026-10-22
Crescent Grove Advisors, LLC
DECREASED163,283168,109-4,826-3%$24.9M$22.2M-$2.7M2026-10-21
FSM Wealth Advisors, LLC
INCREASED163,275156,774+6,501+4%$23.3M$22.4M-$831.9K2026-10-27
Baron Wealth Management LLC
DECREASED161,290161,676-3860%$24.0M$21.9M-$2.0M2026-10-27
PKS Advisory Services, LLC
UNCHANGED158,101158,10100%$23.4M$23.4M$02026-10-26
Chicago Partners Investment Group LLC
DECREASED157,799158,057-2580%$22.9M$21.8M-$1.1M2026-10-27
Harbor Group, Inc.
DECREASED156,078161,309-5,231-3%$23.9M$21.2M-$2.7M2026-10-14
Wallington Asset Management, LLC
DECREASED155,994157,161-1,167-1%$23.3M$21.2M-$2.1M2026-11-04
Goelzer Investment Management, Inc.
DECREASED154,278155,008-7300%$23.0M$21.0M-$2.0M2026-10-16
Human Investing LLC
INCREASED153,773153,594+179+0%$22.8M$20.9M-$1.9M2026-10-19
Fairway Wealth LLC
INCREASED153,138140,694+12,444+9%$20.9M$20.8M-$32.8K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED152,807144,071+8,736+6%$21.4M$20.8M-$579.3K2026-10-27
Heritage Investment Group, Inc.
INCREASED152,165145,479+6,686+5%$21.6M$20.7M-$875.5K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED150,965162,012-11,047-7%$24.0M$20.5M-$3.5M2026-10-21
Victory Financial Group, LLC
DECREASED150,727154,150-3,423-2%$22.9M$20.5M-$2.4M2026-10-27
Mullooly Asset Management, Inc.
INCREASED149,925148,841+1,084+1%$22.1M$20.4M-$1.7M2026-10-30
Titleist Asset Management, LLC
DECREASED148,002150,833-2,831-2%$22.4M$20.1M-$2.2M2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
DECREASED145,428146,097-6690%$21.7M$19.8M-$1.9M2026-10-23
Ironwood Wealth Management, Inc.
DECREASED144,049146,072-2,023-1%$21.2M$19.8M-$1.5M2026-10-14
Summit Financial Wealth Advisors, LLC
INCREASED141,915138,274+3,641+3%$20.5M$19.3M-$1.2M2026-10-15
Ironwood Financial, llc
INCREASED139,401136,668+2,733+2%$19.8M$19.0M-$851.3K2026-10-20
Park Avenue Securities LLC
DECREASED138,458164,400-25,942-16%$24.4M$18.8K-$24.4M2026-10-26
Welch & Forbes LLC
INCREASED138,340138,219+121+0%$20.5M$18.8M-$1.7M2026-11-04
Venture Visionary Partners LLC
INCREASED138,175132,480+5,695+4%$19.6M$18.8M-$850.7K2026-10-07
Sapient Capital LLC
DECREASED136,726145,481-8,755-6%$21.6M$18.6M-$3.0M2026-10-08
jvl associates llc
DECREASED136,198140,331-4,133-3%$20.8M$18.5M-$2.3M2026-10-09
YHB Investment Advisors, Inc.
DECREASED135,853136,354-5010%$20.2M$18.5M-$1.7M2026-10-08
Newton One Investments LLC
INCREASED134,444132,452+1,992+2%$19.6M$18.3M-$1.4M2026-10-14
Omega Financial Group, LLC
DECREASED133,341135,396-2,055-2%$20.1M$18.1M-$1.9M2026-10-29
Heck Capital Advisors, LLC
INCREASED131,449127,339+4,110+3%$18.9M$17.9M-$1.0M2026-10-14
HCR Wealth Advisors
INCREASED130,724121,048+9,676+8%$18.0M$17.8M-$169.0K2026-10-15
CoreCap Advisors, LLC
INCREASED130,706128,668+2,038+2%$19.1M$17.8M-$1.3M2026-10-08
McKinley Carter Wealth Services, Inc.
INCREASED129,176127,386+1,790+1%$18.9M$17.6M-$1.3M2026-10-16
Mirae Asset Global Investments Co., Ltd.
DECREASED128,000136,000-8,000-6%$20.2M$17.4M-$2.8M2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED127,702129,926-2,224-2%$19.3M$17.4M-$1.9M2026-10-13
Paradigm, Strategies in Wealth Management, LLC
DECREASED127,683131,057-3,374-3%$19.4M$17.4M-$2.1M2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED127,149134,779-7,630-6%$20.0M$17.3M-$2.7M2026-10-20
Guidance Point Advisors, LLC
INCREASED125,962124,275+1,687+1%$18.4M$17.1M-$1.3M2026-10-15
Vicus Capital
DECREASED125,464130,718-5,254-4%$19.4M$17.1M-$2.3M2026-11-05
Blue Square Asset Management, LLC
INCREASED124,887122,891+1,996+2%$18.2M$17.0M-$1.2M2026-11-02
Laurel Wealth Advisors LLC
DECREASED124,700128,641-3,941-3%$19.1M$17.0M-$2.1M2026-10-27
HWG Holdings LP
INCREASED123,5051,650+121,855+7385%$244.7K$16.8M+$16.6M2026-10-08
Neumann Capital Management, LLC
INCREASED123,389118,530+4,859+4%$17.6M$16.8M-$793.3K2026-10-15
First Bank & Trust
UNCHANGED122,888122,88800%$18.2M$16.7M-$1.5M2026-10-19
Caliber Wealth Management, LLC / KS
DECREASED120,714149,234-28,520-19%$22.1M$16.4M-$5.7M2026-11-04
Bailard, Inc.
DECREASED120,659121,227-5680%$18.0M$16.4M-$1.6M2026-10-13
Bank of Stockton
DECREASED120,254124,554-4,300-3%$18.5M$16.4M-$2.1M2026-10-20
Sagespring Wealth Partners, LLC
DECREASED117,085119,182-2,097-2%$17.7M$15.9M-$1.7M2026-10-22
Melone Private Wealth, LLC
INCREASED116,782114,038+2,744+2%$16.9M$15.9M-$1.0M2026-10-16
Fifth Third Securities, Inc.
INCREASED115,59694,088+21,508+23%$14.0M$15.7M+$1.8M2026-10-21
Centerpoint Advisors, LLC
INCREASED114,953114,399+554+0%$17.0M$15.6M-$1.3M2026-11-05
Ritholtz Wealth Management
DECREASED114,520120,055-5,535-5%$17.8M$15.6M-$2.2M2026-11-05
Davenport & Co LLC
INCREASED114,160111,038+3,122+3%$16.5M$15.5M-$937.7K2026-10-14
TD Private Client Wealth LLC
INCREASED114,104102,219+11,885+12%$15.2M$15.5M+$362.7K2026-10-28
KMG Fiduciary Partners, LLC
DECREASED113,547117,563-4,016-3%$17.4M$15.4M-$2.0M2026-10-14
Norris Perne & French LLP
INCREASED113,216112,697+519+0%$16.7M$15.4M-$1.3M2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED112,411125,562-13,151-10%$18.6M$15.3M-$3.3M2026-10-16
Diversified Management Inc
INCREASED112,381108,471+3,910+4%$16.1M$15.3M-$798.9K2026-10-08
Principal Financial Group Inc
DECREASED111,332308,237-196,905-64%$45.7M$15.1M-$30.6M2026-11-02
Beirne Wealth Consulting Services, LLC
INCREASED109,314108,001+1,313+1%$16.0M$14.9M-$1.1M2026-10-19
Sigma Planning Corp
DECREASED109,031135,003-25,972-19%$20.0M$14.8M-$5.2M2026-10-23
Boyd Wealth Management, LLC
INCREASED108,797101,192+7,605+8%$15.0M$14.8M-$207.0K2026-10-20
Caldwell Trust Co
INCREASED108,553101,419+7,134+7%$15.0M$14.8M-$273.9K2026-10-30
Marino, Stram & Associates LLC
DECREASED108,165109,652-1,487-1%$16.3M$14.7M-$1.5M2026-10-22
CWS Financial Advisors, LLC
DECREASED106,152119,020-12,868-11%$17.7M$14.4M-$3.2M2026-10-16
Buck Wealth Strategies, LLC
INCREASED105,66693,071+12,595+14%$13.8M$14.4M+$571.4K2026-10-28
TD Waterhouse Canada Inc.
INCREASED105,605103,538+2,067+2%$15.3M$14.5M-$815.5K2026-10-16
Global Wealth Strategies & Associates
INCREASED105,350105,340+10+0%$15.6M$14.3M-$1.3M2026-10-02
TCI Wealth Advisors, Inc.
DECREASED104,766106,618-1,852-2%$15.8M$14.3M-$1.6M2026-10-30
Camden National Bank
INCREASED103,85698,561+5,295+5%$14.6M$14.1M-$489.0K2026-11-02
Next Level Wealth Planning, LLC
INCREASED103,563101,896+1,667+2%$15.1M$14.1M-$1.0M2026-10-29
Parallel Advisors, LLC
INCREASED102,98298,755+4,227+4%$14.6M$14.0M-$636.7K2026-11-03
McGuire Investment Group, LLC
INCREASED102,883101,136+1,747+2%$15.0M$14.0M-$1.0M2026-10-23
Iowa State Bank
INCREASED102,602102,368+234+0%$15.2M$14.0M-$1.2M2026-10-06
IFP Advisors, Inc
DECREASED102,590108,901-6,311-6%$16.2M$14.0M-$2.2M2026-10-16
Redhawk Wealth Advisors, Inc.
DECREASED102,198107,734-5,536-5%$16.0M$13.9M-$2.1M2026-10-14
Cranbrook Wealth Management, LLC
DECREASED101,676104,231-2,555-2%$15.5M$13.8M-$1.6M2026-10-28
Kestra Private Wealth Services, LLC
DECREASED101,576107,230-5,654-5%$15.9M$13.8M-$2.1M2026-10-30
Verum Partners LLC
DECREASED100,592192,172-91,580-48%$28.5M$13.7M-$14.8M2026-10-21
Amplius Wealth Advisors, LLC
DECREASED100,545342,349-241,804-71%$50.8M$13.7M-$37.1M2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED99,25197,291+1,960+2%$14.4M$13.5M-$927.1K2026-10-27
Crestwood Advisors Group, LLC
INCREASED98,56497,537+1,027+1%$14.5M$13.4M-$1.1M2026-10-27
Flagship Harbor Advisors, LLC
INCREASED98,41563,837+34,578+54%$9.5M$13.4M+$3.9M2026-10-26
Nestegg Advisors, Inc.
DECREASED98,36799,424-1,057-1%$14.7M$13.4M-$1.4M2026-10-21
Sprinkle Financial Consultants LLC
INCREASED97,66096,732+928+1%$14.3M$13.3M-$1.1M2026-10-09
Compound Planning, Inc.
DECREASED97,17697,283-1070%$14.4M$13.2M-$1.2M2026-11-05
Bright Financial Advisors, Inc.
INCREASED97,12195,431+1,690+2%$14.2M$13.2M-$941.1K2026-10-23
Tectonic Advisors LLC
INCREASED96,63693,112+3,524+4%$13.8M$13.1M-$663.1K2026-10-22
Bryant Woods Investment Advisors, LLC
INCREASED96,38189,277+7,104+8%$13.2M$13.1M-$129.3K2026-10-26
Grimes & Co Wealth Management, LLC
DECREASED95,307123,081-27,774-23%$18.3M$13.0M-$5.3M2026-10-29
Sageworth Trust Co
DECREASED95,15099,482-4,332-4%$14.8M$12.9M-$1.8M2026-10-30
Towercrest Capital Management
DECREASED94,968105,624-10,656-10%$15.7M$12.9M-$2.7M2026-10-23
First Horizon Corp
INCREASED93,74087,694+6,046+7%$13.0M$12.8M-$253.5K2026-10-26
eCIO, Inc.
INCREASED93,63391,747+1,886+2%$13.6M$13.0M-$606.1K2026-11-02
Burns J W & Co Inc
INCREASED92,52690,166+2,360+3%$13.4M$12.6M-$785.2K2026-10-20
Magnolia Wealth Management, LLC
INCREASED92,15291,403+749+1%$13.6M$12.5M-$1.0M2026-10-16
Kure Advisory, LLC
INCREASED91,85691,325+531+1%$13.5M$12.5M-$1.0M2026-10-08
RFG Advisory, LLC
INCREASED91,23782,128+9,109+11%$12.2M$12.4M+$231.4K2026-11-03
Rossmore Private Capital
INCREASED91,14786,072+5,075+6%$12.8M$12.4M-$365.6K2026-10-27
Salomon & Ludwin, LLC
DECREASED90,56791,530-963-1%$13.5M$12.3M-$1.2M2026-10-29
Cannon Capital Management, Inc.
INCREASED89,78687,656+2,130+2%$13.0M$12.2M-$785.8K2026-11-03
Somnio Financial Group, LLC
DECREASED89,01890,870-1,852-2%$13.5M$12.1M-$1.4M2026-10-26
Tctc Holdings, LLC
DECREASED89,01589,125-1100%$13.2M$12.1M-$1.1M2026-11-02
Jnba Financial Advisors
DECREASED88,23591,345-3,110-3%$13.5M$12.0M-$1.5M2026-11-03
PPS&V Asset Management Consultants, Inc.
DECREASED86,71187,414-703-1%$13.0M$11.8M-$1.2M2026-10-06
SAX Wealth Advisors, LLC
DECREASED86,59693,964-7,368-8%$11.7M$11.8M+$99.9K2026-10-13
Schear Investment Advisers, LLC
NEW85,501—+85,501——$11.6M—2026-10-14
Tempo Wealth, LLC
DECREASED85,50185,779-2780%$12.7M$11.6M-$1.1M2026-10-14
Nordwand Advisors, LLC
INCREASED85,33384,702+631+1%$12.6M$11.6M-$953.5K2026-11-05
Shulman DeMeo Asset Management LLC
DECREASED85,23986,405-1,166-1%$12.8M$11.8M-$964.8K2026-10-09
Ellis Investment Partners, LLC
INCREASED84,77584,684+91+0%$12.6M$11.5M-$1.0M2026-10-21
Old National Bancorp
INCREASED84,03682,026+2,010+2%$12.2M$11.4M-$733.0K2026-10-20
Florida Trust Wealth Management Co
INCREASED83,80478,298+5,506+7%$11.6M$11.4M-$211.7K2026-11-05
Retirement Systems of Alabama
UNCHANGED83,66783,66700%$12.4M$11.4M-$1.0M2026-11-04
Burkett Financial Services, LLC
INCREASED83,56780,495+3,072+4%$11.9M$11.4M-$569.7K2026-10-01
4Thought Financial Group Inc.
INCREASED82,64280,910+1,732+2%$12.0M$11.2M-$757.2K2026-11-02
SoundView Advisors Inc.
DECREASED81,96189,671-7,710-9%$13.3M$11.2M-$2.1M2026-11-04
MGO One Seven LLC
DECREASED81,10881,382-2740%$12.1M$11.0M-$1.0M2026-10-28
Uptown Financial Advisors LLC
INCREASED80,37079,404+966+1%$11.8M$10.9M-$842.8K2026-10-15
Evermay Wealth Management LLC
DECREASED80,27383,114-2,841-3%$12.3M$10.9M-$1.4M2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED79,882102,092-22,210-22%$15.1M$10.9M-$4.3M2026-11-02
XML Financial, LLC
DECREASED79,56281,300-1,738-2%$12.1M$10.8M-$1.2M2026-10-29
Topel & Distasi Wealth Management, LLC
DECREASED79,44083,428-3,988-5%$12.4M$10.8M-$1.6M2026-11-05
CX Institutional
DECREASED79,276264,980-185,704-70%$39.3K$10.8K-$28.5K2026-10-02
Landmark Wealth Management, LLC
INCREASED79,12378,089+1,034+1%$11.6M$10.8M-$817.6K2026-11-03
GHP Investment Advisors, Inc.
INCREASED79,04978,678+371+0%$11.7M$10.8M-$914.9K2026-10-15
Nottingham Advisors, Inc.
DECREASED78,417116,780-38,363-33%$17.0M$10.7M-$6.2M2026-10-29
Ironwood Wealth Management, Llc.
DECREASED78,21679,511-1,295-2%$11.8M$10.6M-$1.2M2026-10-28
Tarbox Family Office, Inc.
DECREASED78,07578,162-870%$11.6M$10.6M-$970.9K2026-10-23
Holland Advisory Services, Inc.
INCREASED77,96076,654+1,306+2%$11.4M$10.6M-$763.0K2026-10-26
Clifford Swan Investment Counsel LLC
INCREASED77,93377,729+204+0%$11.5M$10.6M-$926.0K2026-11-05
Pettinga Financial Advisors LLC
DECREASED77,37781,434-4,057-5%$12.1M$10.5M-$1.6M2026-10-13
May Hill Capital, LLC
INCREASED77,29773,051+4,246+6%$10.8M$10.5M-$318.8K2026-11-03
Hemming& Wealth Management, Inc.
INCREASED77,07663,435+13,641+22%$9.4M$10.5M+$1.1M2026-10-20
Twin Cities Retirement Group LLC
INCREASED76,83074,399+2,431+3%$11.0M$10.5M-$582.2K2026-10-16
Councilor Wealth, LLC
DECREASED76,77978,722-1,943-2%$11.7M$10.4M-$1.2M2026-10-09
Smithbridge Asset Management Inc
INCREASED76,75873,148+3,610+5%$10.8M$10.4M-$406.4K2026-10-19
Equitable Trust Co
DECREASED76,59080,449-3,859-5%$11.9M$10.4M-$1.5M2026-10-13
Outlook Wealth Advisors, LLC
INCREASED76,58074,930+1,650+2%$11.1M$10.4M-$695.5K2026-10-28
Smith Chas P & Associates PA Cpas
DECREASED76,35277,849-1,497-2%$11.5M$10.4M-$1.2M2026-10-22
Vise Technologies, Inc.
INCREASED75,93830,830+45,108+146%$4.6M$10.3M+$5.8M2026-10-29
Nations Financial Group Inc,
DECREASED75,52979,415-3,886-5%$11.8M$10.3M-$1.5M2026-11-05
Sard Wealth Management Group, LLC
INCREASED75,49674,029+1,467+2%$11.0M$10.3M-$708.8K2026-10-16
Waterway Wealth Management, LLC
DECREASED75,24584,355-9,110-11%$10.4M$8.2M-$2.2M2026-10-28
Triangle Securities Wealth Management
DECREASED74,37575,467-1,092-1%$11.2M$10.1M-$1.1M2026-10-14
Benchmark Financial Wealth Advisors, LLC
DECREASED73,81874,689-871-1%$11.1M$10.0M-$1.0M2026-10-20
Riversedge Advisors, LLC
INCREASED73,79969,094+4,705+7%$10.2M$10.0M-$207.8K2026-10-09
Rochester Wealth Strategies, LLC
INCREASED73,66072,390+1,270+2%$10.7M$10.0M-$715.5K2026-11-03
Soltis Investment Advisors LLC
INCREASED73,30170,134+3,167+5%$10.4M$10.0M-$429.7K2026-10-28
Williams Jones Wealth Management, Llc.
INCREASED73,03572,845+190+0%$10.8M$9.9M-$868.0K2026-11-05
SkyOak Wealth, LLC
INCREASED72,85370,005+2,848+4%$10.4M$9.9M-$471.5K2026-10-28
North Berkeley Wealth Management, LLC
INCREASED72,81472,178+636+1%$10.7M$9.9M-$799.0K2026-11-02
Flagstar Securities, Inc
DECREASED72,72573,728-1,003-1%$10.9M$9.9M-$1.0M2026-10-15
Exchange Traded Concepts, LLC
DECREASED72,54678,500-5,954-8%$11.6M$9.9M-$1.8M2026-10-28
Mascoma Wealth Management LLC
DECREASED72,43772,554-1170%$10.8M$9.9M-$906.2K2026-10-23
Global Strategic Investment Solutions, LLC
DECREASED72,18875,769-3,581-5%$11.2M$9.8M-$1.4M2026-10-16
Asset Allocation Strategies LLC
DECREASED71,59175,839-4,248-6%$11.2M$9.7M-$1.5M2026-10-20
Naples Global Advisors, LLC
INCREASED71,53069,914+1,616+2%$10.4M$9.7M-$638.0K2026-11-05
Richwood Investment Advisors, LLC
DECREASED70,78771,913-1,126-2%$10.7M$9.6M-$1.0M2026-10-30
Peak Financial Management, Inc.
INCREASED70,69170,239+452+1%$10.4M$9.6M-$800.3K2026-10-16
Montag A & Associates Inc
INCREASED70,48767,583+2,904+4%$10.0M$9.6M-$434.2K2026-10-29
Keeler & Nadler Financial Planning & Wealth Management
INCREASED70,45365,616+4,837+7%$9.7M$9.6M-$147.2K2026-10-28
Embree Financial Group
DECREASED70,14572,024-1,879-3%$10.7M$9.5M-$1.1M2026-10-22
Sterling Investment Counsel, LLC
INCREASED69,91069,218+692+1%$10.3M$9.5M-$755.2K2026-10-19
TMB Capital Partners, LLC
INCREASED69,66269,193+469+1%$10.3M$9.5M-$785.1K2026-10-20
Matrix Asset Advisors Inc
DECREASED69,03869,439-401-1%$10.3M$9.4M-$906.6K2026-10-13
Hiley Hunt Wealth Management
INCREASED68,62167,098+1,523+2%$10.0M$9.3M-$616.0K2026-10-08
Citizens National Bank Trust Department
DECREASED68,51169,045-534-1%$10.2M$9.3M-$919.8K2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED68,45767,523+934+1%$10.0M$9.3M-$701.5K2026-11-04
First Citizens Bank & Trust Co
DECREASED67,99874,692-6,694-9%$11.1M$9.3M-$1.8M2026-10-14
Sherman Asset Management, Inc.
DECREASED67,98868,563-575-1%$10.2M$9.2M-$919.5K2026-11-05
TKG Advisors, LLC
INCREASED67,53965,947+1,592+2%$9.8M$9.2M-$592.6K2026-11-02
Global Wealth Management, LLC
DECREASED67,51273,269-5,757-8%$10.9M$9.2M-$1.7M2026-10-15
BostonPremier Wealth LLC
INCREASED67,40265,072+2,330+4%$9.7M$9.2M-$481.6K2026-10-16
Aspiriant, LLC
INCREASED67,34865,523+1,825+3%$9.7M$9.2M-$555.7K2026-10-16
Selby Wealth Management, LLC
DECREASED67,08570,026-2,941-4%$10.4M$9.1M-$1.3M2026-10-16
Marietta Wealth Management, LLC
DECREASED66,78468,135-1,351-2%$10.1M$9.0M-$1.1M2026-10-22
Capital Investment Advisory Services, LLC
DECREASED66,77071,323-4,553-6%$10.6M$9.1M-$1.5M2026-10-30
Partnership Wealth Management, LLC
DECREASED66,46470,869-4,405-6%$10.5M$9.0M-$1.5M2026-10-05
KFA Private Wealth Group, LLC
DECREASED64,79666,619-1,823-3%$9.9M$8.8M-$1.1M2026-10-07
TrustBank
INCREASED64,51761,713+2,804+5%$9.2M$8.8M-$375.8K2026-10-20
Stephenson & Company, Inc.
INCREASED63,36763,165+202+0%$9.4M$8.6M-$747.6K2026-10-30
Pachira Investments Inc.
DECREASED62,82265,753-2,931-4%$9.8M$8.5M-$1.2M2026-10-14
Central Trust Co
DECREASED62,32476,731-14,407-19%$11.4M$8.5M-$2.9M2026-11-05
Strategic Blueprint, LLC
DECREASED62,12962,361-2320%$9.2M$8.5M-$796.8K2026-10-22
United Financial Planning Group LLC
INCREASED61,79260,191+1,601+3%$8.9M$8.4M-$514.5K2026-11-04
Prospera Financial Services Inc
INCREASED61,72559,221+2,504+4%$8.8M$8.7M-$126.7K2026-11-04
AtlasMark Financial, Inc
INCREASED61,59560,562+1,033+2%$9.0M$8.4M-$602.6K2026-10-13
LVW Advisors, LLC
DECREASED61,54887,766-26,218-30%$13.0M$8.4M-$4.6M2026-10-19
Baldwin Wealth Partners LLC
DECREASED61,26363,227-1,964-3%$9.4M$8.3M-$1.0M2026-10-13
Spire Wealth Management
INCREASED61,02860,979+49+0%$9.0M$8.3M-$741.4K2026-10-30
Lynx Capital Group LTD
INCREASED60,27260,267+5+0%$8.9M$8.2M-$738.8K2026-11-04
McAdam, LLC
INCREASED59,91458,747+1,167+2%$8.7M$8.2M-$562.1K2026-10-21
IFS Advisors, LLC
DECREASED59,84760,687-840-1%$9.0M$8.1M-$858.8K2026-10-14
Canvas Wealth Advisors, LLC
DECREASED59,82684,031-24,205-29%$12.5M$8.5M-$4.0M2026-11-02
Arcadia Investment Advisors LLC
INCREASED59,72417,898+41,826+234%$2.7M$8.1M+$5.5M2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED59,60858,711+897+2%$8.7M$8.1M-$598.4K2026-10-23
Telos Capital Management, Inc.
INCREASED59,60558,620+985+2%$8.7M$8.1M-$585.3K2026-11-02
White Pine Investment Co
DECREASED58,91159,794-883-1%$8.9M$8.0K-$8.9M2026-10-15
Independent Financial Group, LLC
DECREASED58,86258,984-1220%$8.7M$8.0M-$740.3K2026-10-13
Bell Investment Advisors, Inc
INCREASED58,84858,523+325+1%$8.7M$8.0M-$673.9K2026-10-29
Lynch & Associates
INCREASED58,82258,811+11+0%$8.7M$8.0M-$720.1K2026-10-13
Associated Banc-Corp
INCREASED58,77553,430+5,345+10%$7.9M$8.0M+$71.5K2026-10-30
Shrier Wealth Management, LLC
INCREASED58,52557,433+1,092+2%$8.5M$8.0M-$556.1K2026-10-20
Cumberland Advisors Inc
DECREASED58,39560,420-2,025-3%$9.0M$7.9M-$1.0M2026-10-30
Hopwood Financial Services, Inc.
INCREASED58,28357,977+306+1%$8.6M$7.9M-$669.9K2026-10-29
Sylvest Advisors, LLC
DECREASED58,14795,087-36,940-39%$14.1M$7.9M-$6.2M2026-10-26
John Boyer, Inc.
INCREASED58,10956,354+1,755+3%$8.4M$7.9M-$454.8K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED58,08955,191+2,898+5%$8.2M$7.9M-$282.9K2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED57,97658,719-743-1%$8.7M$7.9M-$821.6K2026-10-28
Alliance Private Wealth, LLC
DECREASED57,67060,995-3,325-5%$9.0M$7.8M-$1.2M2026-10-20
Northside Capital Management, LLC
UNCHANGED57,41557,41500%$8.5M$7.8M-$704.5K2026-10-13
Meridian Financial Advisors, LLC
DECREASED56,93357,316-383-1%$8.5M$7.7M-$755.3K2026-10-14
Diversify Advisory Services, LLC
DECREASED56,70957,082-373-1%$8.3M$7.8M-$526.0K2026-10-20
Diversify Wealth Management, LLC
DECREASED56,70957,082-373-1%$8.3M$7.8M-$526.0K2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED56,64656,64600%$8.3M$7.8M-$592.0K2026-11-04
Parthenon LLC
INCREASED56,40955,967+442+1%$8.3M$7.7M-$626.6K2026-10-22
Allen Investment Management, LLC
UNCHANGED55,88955,88900%$8.3M$7.6M-$685.8K2026-11-03
Fortitude Family Office, LLC
INCREASED55,80752,673+3,134+6%$7.8M$7.6M-$219.8K2026-10-14
Boltwood Capital Management
DECREASED55,77156,611-840-1%$8.4M$7.6M-$808.9K2026-10-02
Meridian Wealth Management, LLC
INCREASED55,53054,787+743+1%$8.1M$7.5M-$565.0K2026-11-05
Brookstone Capital Management
DECREASED55,33357,408-2,075-4%$8.5M$7.5M-$986.7K2026-10-22
Ironsides Asset Advisors, LLC
INCREASED54,52754,424+103+0%$8.1M$7.4M-$653.8K2026-10-20
Paragon Private Wealth Management, LLC
INCREASED54,42653,822+604+1%$8.0M$7.4M-$578.2K2026-10-20
Enclave Advisors LLC
INCREASED54,16748,023+6,144+13%$7.1M$7.4M+$246.6K2026-10-14
Moody National Bank Trust Division
DECREASED54,06854,586-518-1%$8.1M$7.4M-$740.2K2026-10-06
Bryn Mawr Trust Advisors, LLC
INCREASED53,66146,455+7,206+16%$6.9M$7.3M+$410.3K2026-11-04
Sound Stewardship, LLC
DECREASED53,38953,475-860%$7.9M$7.3M-$667.8K2026-10-14
Townsend Financial Planning, LLC
DECREASED53,20955,330-2,121-4%$8.2M$7.2M-$967.4K2026-11-02
G&S Capital LLC
INCREASED52,96251,198+1,764+3%$7.6M$7.2M-$388.2K2026-10-23
Americana Partners, LLC
INCREASED52,29250,377+1,915+4%$7.5M$7.1M-$357.7K2026-10-28
Ballew Advisors, Inc
DECREASED52,12152,503-382-1%$7.7M$7.2M-$470.7K2026-10-05
Asio Capital, LLC
DECREASED51,86860,950-9,082-15%$9.0M$7.1M-$2.0M2026-10-19
Lee Financial Co
INCREASED51,73747,787+3,950+8%$7.1M$7.0M-$49.1K2026-10-16
Elevation Wealth Partners, LLC
INCREASED51,71849,644+2,074+4%$7.4M$7.0M-$327.0K2026-10-07
Legacy Private Trust Co.
DECREASED51,42952,468-1,039-2%$7.8M$7.0M-$785.1K2026-10-06
City Holding Co
INCREASED51,17350,489+684+1%$7.5M$7.0M-$526.4K2026-10-19
Enzi Wealth
DECREASED50,97451,007-330%$7.4M$7.0M-$401.3K2026-10-14
Birchbrook, Inc.
DECREASED50,73851,969-1,231-2%$7.7M$6.9M-$805.1K2026-10-14
Performa Ltd (US), LLC
DECREASED50,36363,258-12,895-20%$9.4M$6.9M-$2.5M2026-11-05
Csenge Advisory Group
DECREASED49,85852,470-2,612-5%$7.8M$6.8M-$999.0K2026-11-04
Sowell Financial Services LLC
INCREASED49,79749,770+27+0%$7.4M$6.8M-$607.1K2026-10-23
Alliance Wealth Management Group
DECREASED49,21756,092-6,875-12%$8.3M$6.7M-$1.6M2026-10-29
Garde Capital, Inc.
DECREASED49,01349,016-30%$7.3M$6.7M-$601.8K2026-10-29
Financial Solutions Advisory Group, Inc.
DECREASED48,62049,143-523-1%$7.1M$6.6M-$540.9K2026-10-28
Kanawha Capital Management LLC
INCREASED48,59548,267+328+1%$7.2M$6.6M-$547.7K2026-10-19
Wedmont Private Capital
INCREASED48,46345,473+2,990+7%$6.6M$6.7M+$35.4K2026-10-09
Columbus Macro, LLC
INCREASED48,45748,189+268+1%$7.1M$6.6M-$554.8K2026-10-14
Affiance Financial, LLC
INCREASED48,39945,380+3,019+7%$6.7M$6.6M-$146.1K2026-10-15
Orin Green Financial, LLC
DECREASED47,45047,749-299-1%$7.1M$6.5M-$626.6K2026-10-19
Lynch Investment Planning, LLC
INCREASED47,30244,121+3,181+7%$6.5M$6.4M-$108.6K2026-10-27
Mutual of America Capital Management LLC
INCREASED46,66424,309+22,355+92%$3.6M$6.3M+$2.7M2026-10-23
CFS Investment Advisory Services, LLC
DECREASED46,54047,896-1,356-3%$7.0M$6.5M-$553.8K2026-10-19
Lee, Kelleher & Klein Wealth Management
INCREASED46,18342,887+3,296+8%$6.4M$6.3M-$77.8K2026-10-08
Montecito Bank & Trust
INCREASED46,08044,675+1,405+3%$6.6M$6.3M-$357.0K2026-10-01
Romano Brothers and Company
DECREASED46,08046,796-716-2%$6.9M$6.3M-$671.5K2026-10-22
Jeter Robert S II
INCREASED45,64432,997+12,647+38%$4.8M$6.3M+$1.5M2026-10-16
Cornerstone Wealth Group, LLC
DECREASED45,44445,766-322-1%$6.8M$6.2M-$605.3K2026-11-02
Arkansas Financial Group, Inc.
DECREASED45,32446,150-826-2%$6.8M$6.2M-$678.6K2026-10-26
Middleton & Co Inc
INCREASED45,18943,739+1,450+3%$6.5M$6.1M-$339.4K2026-10-23
Integras Partners LLC
DECREASED45,12945,583-454-1%$6.8M$6.1M-$621.1K2026-10-30
Hudson Capital Management LLC
DECREASED45,01545,464-449-1%$6.7M$6.1M-$619.0K2026-10-20
Certified Advisory Corp
DECREASED44,74048,339-3,599-7%$7.2M$6.1M-$1.1M2026-10-29
Curat Global, LLC
INCREASED44,64525,727+18,918+74%$3.7M$6.1M+$2.4M2026-10-26
Carnegie Investment Counsel
DECREASED44,52044,906-386-1%$6.7M$6.1M-$603.4K2026-10-20
MidAtlantic Capital Management, Inc.
DECREASED44,22144,389-1680%$6.6M$6.0M-$567.5K2026-11-05
Global Trust Wealth Management LLC
DECREASED43,51144,014-503-1%$6.5M$5.9M-$608.6K2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
DECREASED43,39843,411-130%$6.4M$5.9M-$534.4K2026-10-21
Madson Wealth Advisors Inc
INCREASED43,37542,805+570+1%$6.3M$5.9M-$447.6K2026-10-13
MSH Capital Advisors LLC
DECREASED43,32243,366-440%$6.4M$5.9M-$538.1K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED43,02341,565+1,458+4%$6.2M$5.9M-$311.7K2026-10-13
AFG Fiduciary Services Limited Partnership
DECREASED42,99043,098-1080%$6.3M$5.9M-$397.6K2026-10-21
CPC Advisors, LLC
DECREASED42,82644,179-1,353-3%$6.6M$5.8M-$726.2K2026-10-21
Provident Wealth Management, LLC
DECREASED42,66560,535-17,870-30%$9.0M$5.8M-$3.2M2026-10-20
Optima Capital LLC
INCREASED42,56840,112+2,456+6%$5.9M$5.8M-$158.0K2026-10-29
Independent Solutions Wealth Management, LLC
DECREASED42,44943,382-933-2%$6.4M$5.8M-$659.3K2026-10-28
Capital Advantage, Inc.
DECREASED42,31442,688-374-1%$6.3M$5.8M-$574.7K2026-10-14
Private Trust Co NA
INCREASED42,11141,172+939+2%$6.1M$5.7M-$377.4K2026-10-20
Apollon Financial, LLC
DECREASED42,10942,452-343-1%$6.3M$5.7M-$567.5K2026-10-23
Turtle Creek Wealth Advisors, LLC
DECREASED42,10545,888-3,783-8%$6.8M$5.7M-$1.1M2026-10-15
Leo Wealth, LLC
NEW42,087—+42,087——$5.7M—2026-10-26
Macroview Investment Management LLC
INCREASED41,88940,760+1,129+3%$6.0M$5.7M-$346.5K2026-10-26
Brighton Jones LLC
INCREASED41,78437,132+4,652+13%$5.5M$5.7M+$177.3K2026-11-03
Lakeshore Financial Planning, Inc.
INCREASED41,52441,028+496+1%$6.1M$5.6M-$436.5K2026-10-13
ANB Bank
DECREASED41,51141,638-1270%$6.2M$5.6M-$528.2K2026-10-09
Wolff Wiese Magana LLC
INCREASED41,30939,990+1,319+3%$5.9M$5.6M-$311.3K2026-10-15
Madison Park Capital Advisors, LLC
DECREASED41,06556,147-15,082-27%$4.7M$5.6M+$922.3K2026-10-28
Simplicity Wealth,LLC
DECREASED40,76646,759-5,993-13%$6.9M$5.5M-$1.4M2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED40,49240,764-272-1%$6.0M$5.5M-$537.2K2026-10-07
Greenfield Savings Bank
DECREASED40,36640,453-870%$6.0M$5.5M-$508.2K2026-10-07
Adirondack Capital Advisors, LLC
INCREASED40,28338,526+1,757+5%$5.7M$5.5M-$233.7K2026-10-09
Silverlake Wealth Management LLC
DECREASED40,24440,827-583-1%$6.1M$5.5M-$580.3K2026-10-21
ERn Financial, LLC
DECREASED40,19041,653-1,463-4%$6.2M$5.5M-$710.0K2026-10-28
Synergy Asset Management, LLC
DECREASED39,85654,392-14,536-27%$8.1M$5.4M-$2.6M2026-11-05
Cooke Wealth Management, LLC
DECREASED39,82140,910-1,089-3%$6.1M$5.4M-$650.1K2026-10-13
Palisade Asset Management, LLC
DECREASED39,81141,102-1,291-3%$6.1M$5.4M-$680.0K2026-11-03
PKO Investment Management Joint-Stock Co
UNCHANGED39,78639,78600%$5.9M$5.4M-$488.2K2026-10-19
Premier Path Wealth Partners, LLC
INCREASED39,52631,943+7,583+24%$4.7M$5.4M+$639.7K2026-10-16
Legacy Financial Strategies, LLC
DECREASED39,07439,253-1790%$5.8M$5.3M-$506.1K2026-10-15
Invenio Wealth Partners LLC
DECREASED38,73739,017-280-1%$5.8M$5.3M-$516.8K2026-10-20
Convergence Financial, LLC
DECREASED38,46080,594-42,134-52%$12.0M$5.2M-$6.7M2026-10-27
Burke & Herbert Bank & Trust Co
DECREASED38,44439,054-610-2%$5.8M$5.2M-$562.2K2026-11-02
Smith Shellnut Wilson LLC
DECREASED38,25638,617-361-1%$5.7M$5.2M-$522.9K2026-10-21
Clear Creek Financial Management, LLC
INCREASED38,18136,914+1,267+3%$5.5M$5.2M-$280.6K2026-10-28
Verus Wealth Management, LLC
INCREASED37,90332,886+5,017+15%$4.9M$5.2M+$279.0K2026-10-13
Copper Harbor Investment Advisors, LLC
INCREASED37,79437,671+123+0%$5.6M$5.1M-$445.6K2026-10-16
Verus Capital Partners, LLC
DECREASED37,75438,859-1,105-3%$5.8M$5.1M-$627.1K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED37,73937,937-198-1%$5.6M$5.1M-$492.4K2026-10-27
Lanark Financial, Inc.
INCREASED37,60936,776+833+2%$5.5M$5.1M-$338.0K2026-10-26
Mather Group, Llc.
DECREASED37,57337,931-358-1%$5.6M$5.1M-$514.2K2026-10-14
Noesis Capital Mangement Corp
DECREASED37,36344,848-7,485-17%$6.7M$5.1M-$1.6M2026-10-26
Sterling Investment Advisors LLC
INCREASED37,34237,238+104+0%$5.5M$5.1M-$442.9K2026-10-27
Verdence Capital Advisors LLC
INCREASED37,33327,360+9,973+36%$4.1M$5.1M+$1.0M2026-10-26
Etesian Wealth Advisors, Inc.
DECREASED37,31941,603-4,284-10%$6.2M$5.1M-$1.1M2026-10-27
Harmony Asset Management LLC
DECREASED37,15537,313-1580%$5.5M$5.1M-$479.3K2026-10-20
Biltmore Family Office, LLC
DECREASED37,08637,825-739-2%$5.6M$5.0M-$564.6K2026-11-03
Hubbell Strickland Wealth Management, LLC
INCREASED36,85633,251+3,605+11%$4.9M$5.0M+$82.5K2026-10-29
Central Bank & Trust Co
INCREASED36,58536,437+148+0%$5.4M$5.0M-$426.9K2026-10-09
Bigelow Investment Advisors, LLC
DECREASED36,45437,133-679-2%$5.5M$5.0M-$548.0K2026-10-13
Harbor Investment Advisory, LLC
DECREASED36,16236,192-300%$5.4M$4.9M-$448.1K2026-10-13
KPP Advisory Services LLC
DECREASED36,11045,480-9,370-21%$6.7M$4.9M-$1.8M2026-10-26
Heartwood Wealth Advisors LLC
INCREASED36,08935,921+168+0%$5.3M$4.9M-$417.9K2026-10-05
Avior Wealth Management, LLC
DECREASED36,05337,754-1,701-5%$5.6M$4.9M-$694.7K2026-10-13
Aureum Wealth Management, LLC
INCREASED36,00935,191+818+2%$5.2M$4.9M-$320.5K2026-10-15
Capital Planning LLC
DECREASED35,95536,005-500%$5.3M$4.9M-$448.6K2026-10-09
Sepio Capital, LP
INCREASED35,82116,443+19,378+118%$2.4M$4.9M+$2.4M2026-10-22
Journey Advisory Group, LLC
DECREASED35,81337,827-2,014-5%$5.6M$4.9M-$738.2K2026-11-04
Mechanics Financial Corp
DECREASED35,73136,431-700-2%$5.4M$4.9M-$542.2K2026-11-05
United Advisor Group, LLC
INCREASED35,71234,675+1,037+3%$5.1M$4.9M-$284.3K2026-11-03
LEE Danner & Bass Inc
DECREASED35,40035,413-130%$5.3M$4.8M-$436.3K2026-10-27
Lyell Wealth Management, LP
DECREASED35,20939,190-3,981-10%$5.8M$4.8M-$1.0M2026-10-30
Post Resch Tallon Group Inc.
INCREASED35,20033,841+1,359+4%$5.0M$4.8M-$230.4K2026-10-09
Atria Investments, Inc
DECREASED34,94448,392-13,448-28%$7.2M$4.8M-$2.4M2026-10-15
MJT & Associates Financial Advisory Group, Inc.
INCREASED34,79232,517+2,275+7%$4.8M$4.7M-$89.4K2026-10-07
Old Mission Investment Co LLC
DECREASED34,70135,000-299-1%$5.2M$4.7M-$470.1K2026-10-22
Parsons Capital Management Inc
INCREASED34,60032,322+2,278+7%$4.8M$4.7M-$86.8K2026-10-28
Verde Capital Management
DECREASED34,55635,456-900-3%$5.3M$4.7M-$557.5K2026-10-28
King Luther Capital Management Corp
INCREASED34,06033,702+358+1%$5.0M$4.6M-$364.8K2026-11-05
Corundum Group, Inc.
INCREASED34,0382,840+31,198+1099%$421.2K$4.6M+$4.2M2026-10-28
Ocean Park Asset Management, LLC
INCREASED33,96733,328+639+2%$4.9M$4.6M-$322.0K2026-10-21
Endowment Wealth Management, Inc.
INCREASED33,69632,391+1,305+4%$4.8M$4.6M-$219.9K2026-11-03
Sage Mountain Advisors LLC
DECREASED33,54534,072-527-2%$5.1M$4.6M-$489.8K2026-11-02
Quad-Cities Investment Group, LLC
DECREASED33,47734,107-630-2%$5.1M$4.6M-$504.2K2026-10-16
Focus Financial Network, Inc.
INCREASED33,25333,114+139+0%$4.9M$4.5M-$387.4K2026-10-14
WealthCare Investment Partners, LLC
INCREASED33,21332,655+558+2%$4.8M$4.5M-$324.9K2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED33,09029,326+3,764+13%$4.3M$4.5M+$152.2K2026-10-14
Peoples Bank
DECREASED33,07434,931-1,857-5%$5.2M$4.5M-$681.2K2026-10-26
Cullen T Bankers, Inc.
DECREASED33,02435,494-2,470-7%$5.3M$4.5M-$771.6K2026-10-28
Granite FO LLC
DECREASED33,02033,210-190-1%$4.9M$4.5M-$433.3K2026-10-14
Transcendent Capital Group LLC
DECREASED32,96436,853-3,889-11%$5.5M$4.5M-$981.1K2026-10-28
Birch Financial Group, LLC
INCREASED32,92232,772+150+0%$4.9M$4.5M-$381.7K2026-10-27
Obsidian CIO, LLC
INCREASED32,82928,667+4,162+15%$4.3M$4.5M+$214.5K2026-11-05
Magnolia Capital Management LTD
UNCHANGED32,76432,76400%$4.9K$4.5K-$4022026-10-09
Rudd Co d/b/a Styre Wealth
NEW32,730—+32,730——$4.4M—2026-10-29
Aspetuck Financial Management LLC
DECREASED32,69245,291-12,599-28%$6.7M$4.4M-$2.3M2026-11-04
Canopy Partners, LLC
UNCHANGED32,62432,62400%$4.8M$4.4M-$400.3K2026-10-28
PFG Private Wealth Management, LLC
DECREASED32,61132,757-1460%$4.9M$4.4M-$421.8K2026-10-15
Indivisible Partners
INCREASED32,57828,030+4,548+16%$4.2M$4.4M+$274.7K2026-10-26
Signaturefd, LLC
INCREASED32,45730,963+1,494+5%$4.6M$4.4M-$176.7K2026-10-23
Syntax Research, Inc.
DECREASED32,44232,925-483-1%$4.9M$4.4M-$469.7K2026-11-04
Plancorp, LLC
INCREASED32,32821,346+10,982+51%$3.1M$4.5M+$1.4M2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED32,24232,020+222+1%$4.7M$4.4M-$229.4K2026-10-21
Kagan Cocozza Asset Management
DECREASED32,12732,831-704-2%$4.9M$4.4M-$498.6K2026-10-19
Elyxium Wealth, LLC
DECREASED32,05832,615-557-2%$4.8M$4.4M-$475.9K2026-10-27
State of Alaska, Department of Revenue
DECREASED32,056114,016-81,960-72%$16.9M$4.4K-$16.9M2026-10-15
TSG Advice Partners, LLC
NEW32,031—+32,031——$4.8M—2026-10-29
True North Advisors, LLC
INCREASED31,87526,006+5,869+23%$3.9M$4.3M+$479.3K2026-10-22
Koesten, Hirschmann & Crabtree, Inc.
DECREASED31,68931,771-820%$4.7M$4.3M-$401.0K2026-10-13
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED31,50036,000-4,500-12%$5.3M$4.3K-$5.3M2026-10-22
Arvest Investments, Inc.
INCREASED31,48120,696+10,785+52%$3.1M$4.3M+$1.2M2026-10-21
Visionary Wealth Advisors
DECREASED31,41633,825-2,409-7%$5.0M$4.3M-$742.6K2026-11-04
AMG National Trust Bank
DECREASED31,37231,953-581-2%$4.7M$4.3M-$471.1K2026-11-05
Tritonpoint Wealth, LLC
INCREASED31,25330,728+525+2%$4.6M$4.3M-$305.5K2026-10-19
Midwest Financial Group LLC
INCREASED31,22330,580+643+2%$4.5M$4.2M-$287.7K2026-10-15
Corundum Trust Company, Inc
DECREASED31,19831,295-970%$4.6M$4.2M-$397.2K2026-10-29
NTV Asset Management LLC
DECREASED31,17431,536-362-1%$4.7M$4.2M-$436.2K2026-10-23
WBH Advisory Inc
DECREASED31,14632,063-917-3%$4.8M$4.2M-$518.2K2026-11-05
Heritage Investors Management Corp
DECREASED30,96431,652-688-2%$4.7M$4.2K-$4.7M2026-10-29
Variant Private Wealth, LLC
INCREASED30,91830,744+174+1%$4.6M$4.2M-$353.6K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED30,85930,365+494+2%$4.5M$4.2M-$305.4K2026-10-23
Fluent Financial, LLC
DECREASED30,64531,013-368-1%$4.6M$4.2M-$430.6K2026-10-13
Eley Financial Management, Inc
INCREASED30,61030,574+36+0%$4.5M$4.2M-$370.2K2026-11-03
Well Done, LLC
INCREASED30,41328,457+1,956+7%$4.2M$4.1M-$83.1K2026-10-20
Stone Summit Wealth LLC
DECREASED30,35632,352-1,996-6%$4.8M$4.1M-$668.5K2026-10-14
Juncture Wealth Strategies, LLC
DECREASED30,29531,291-996-3%$4.6M$4.1M-$519.4K2026-10-06
Gryphon Financial Partners LLC
INCREASED30,26128,540+1,721+6%$4.2M$4.1M-$116.1K2026-11-04
Wedbush Securities Inc
DECREASED30,00736,628-6,621-18%$5.4M$4.1K-$5.4M2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED29,91858,550-28,632-49%$8.7M$4.1M-$4.6M2026-10-08
Badgley Phelps Wealth Managers, LLC
DECREASED29,68630,195-509-2%$4.5M$4.0M-$439.7K2026-10-22
Gamma Investing LLC
INCREASED29,37727,745+1,632+6%$4.1M$4.0M-$118.4K2026-10-08
Summit Place Financial Advisors, LLC
DECREASED29,35335,536-6,183-17%$5.3M$4.0M-$1.3M2026-10-23
Trek Financial, LLC
DECREASED29,244106,014-76,770-72%$15.7M$4.0M-$11.7M2026-10-29
Baron Financial Group, LLC
DECREASED29,12029,855-735-2%$4.4M$4.0M-$466.3K2026-10-09
Yankcom Partnership
INCREASED29,00628,841+165+1%$4.3M$3.9M-$331.4K2026-10-15
ASL Financial, LLC
DECREASED28,82629,161-335-1%$4.3M$3.9M-$403.4K2026-10-15
Forte Asset Management LLC
INCREASED28,82328,786+37+0%$4.3M$3.9M-$348.3K2026-10-13
Bay Capital Advisors, LLC
DECREASED28,67433,065-4,391-13%$4.9M$3.9M-$1.0M2026-10-16
Integrated Advisors Network LLC
INCREASED28,55228,240+312+1%$4.2M$3.9M-$304.1K2026-10-20
Park Capital Management, LLC / WI
DECREASED28,54734,962-6,415-18%$5.2M$3.9M-$1.3M2026-10-13
Breakwater Capital Group
INCREASED28,51328,193+320+1%$4.2M$3.9M-$302.4K2026-10-09
Sheets Smith Wealth Management
DECREASED28,42637,837-9,411-25%$5.6M$3.9M-$1.7M2026-10-16
Greenup Street Wealth Management LLC
DECREASED28,41828,806-388-1%$4.3M$3.9M-$406.3K2026-10-28
Trust Point Inc.
INCREASED28,24828,225+23+0%$4.2M$3.8M-$343.2K2026-10-27
Delta Wealth Advisors LLC
DECREASED28,19028,612-422-1%$4.2M$3.8M-$408.5K2026-10-09
Destiny Capital Corp
DECREASED27,80528,338-533-2%$4.2M$3.8M-$420.2K2026-11-03
Adkins Seale Capital Management LLC
INCREASED27,79026,694+1,096+4%$4.0M$3.8M-$178.4K2026-10-27
Annex Advisory Services, LLC
INCREASED27,76327,444+319+1%$4.1M$3.8M-$293.3K2026-10-16
Wiser Wealth Management, Inc
INCREASED27,69926,953+746+3%$4.0M$3.8M-$229.2K2026-10-14
Beaumont Financial Advisors, LLC
DECREASED27,68228,414-732-3%$4.2M$3.8M-$448.2K2026-10-22
Retirement Planning Group, LLC
DECREASED27,59929,194-1,595-5%$4.3M$3.8M-$575.1K2026-10-19
Viewpoint Capital Management LLC
INCREASED27,58923,899+3,690+15%$3.5M$3.8M+$208.7K2026-10-27
Plan Group Financial, LLC
DECREASED27,28936,475-9,186-25%$5.4M$3.8M-$1.7M2026-10-22
Jacobi Capital Management LLC
DECREASED27,09727,824-727-3%$4.1M$3.7M-$440.3K2026-11-05
HUB Investment Partners, LLC
INCREASED26,99226,477+515+2%$3.9M$3.7M-$254.7K2026-11-03
Windsor Capital Management, LLC
DECREASED26,98428,391-1,407-5%$4.2M$3.7M-$539.7K2026-10-13
Trust Co of Toledo NA
DECREASED26,96427,164-200-1%$4.0M$3.7M-$360.5K2026-10-16
Provenance Wealth Advisors, LLC
INCREASED26,88714,837+12,050+81%$2.2M$3.7M+$1.5M2026-10-30
Physician Wealth Advisors, Inc.
DECREASED26,73927,773-1,034-4%$4.1M$3.6M-$481.5K2026-10-20
Mechanics Bank Trust Department
INCREASED26,52025,242+1,278+5%$3.7M$3.6M-$135.9K2026-10-13
1900 Wealth Management LLC
DECREASED26,49426,847-353-1%$4.0M$3.6M-$377.5K2026-10-13
Gallagher Capital Advisors, LLC
DECREASED26,41026,635-225-1%$4.0M$3.6M-$357.4K2026-10-09
Fulton Bank, N.A.
INCREASED26,40718,049+8,358+46%$2.7M$3.6M+$915.6K2026-10-14
Waldron Private Wealth LLC
DECREASED26,29230,942-4,650-15%$4.6M$3.6M-$1.0M2026-11-02
Vericrest Private Wealth
DECREASED25,91430,499-4,585-15%$4.5M$3.5M-$998.1K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED25,77425,619+155+1%$3.8M$3.5M-$293.2K2026-11-04
TPG Advisors LLC
INCREASED25,72825,713+15+0%$3.8M$3.5M-$313.4K2026-10-16
Ascentis Independent Advisors
INCREASED25,724322+25,402+7889%$47.7K$3.5M+$3.5M2026-11-03
Atticus Wealth Management, LLC
INCREASED25,58523,889+1,696+7%$3.5M$3.5M-$62.4K2026-10-20
Koshinski Asset Management, Inc.
DECREASED25,57725,757-180-1%$3.8M$3.5M-$340.5K2026-10-29
DBK Financial Counsel, LLC
DECREASED25,52325,701-178-1%$3.8M$3.5M-$339.6K2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED25,51425,563-490%$3.8M$3.5M-$320.3K2026-10-21
Westside Investment Management, Inc.
INCREASED25,23725,201+36+0%$3.7M$3.4M-$304.3K2026-11-02
Union Savings Bank
INCREASED25,22924,817+412+2%$3.7M$3.4M-$248.5K2026-10-14
Diversified Portfolios, Inc.
DECREASED25,06625,174-1080%$3.7M$3.4M-$323.6K2026-11-04
Hicks Capital Management LLC
UNCHANGED24,98124,98100%$3.7M$3.7M$02026-10-20
TopTier Wealth Management, LLC
INCREASED24,74522,479+2,266+10%$3.3M$3.4M+$32.4K2026-10-16
Fortress Financial Solutions, LLC
NEW24,682—+24,682——$3.4M—2026-10-14
Laurel OAK Wealth Management, LLC
DECREASED24,48725,202-715-3%$3.7M$3.3M-$406.5K2026-10-19
United Community Bank
INCREASED24,29624,222+74+0%$3.6M$3.3M-$287.1K2026-10-28
PCA Investment Advisory Services Inc.
DECREASED24,09124,515-424-2%$3.7M$3.3M-$375.4K2026-10-13
Mullaney, Keating & Wright, Inc.
INCREASED23,84123,459+382+2%$3.5M$3.2M-$236.0K2026-10-19
Golden State Wealth Management, LLC
DECREASED23,61524,355-740-3%$3.6M$3.2M-$399.5K2026-11-02
Samalin Investment Counsel, LLC
DECREASED23,61023,808-198-1%$3.5M$3.2M-$319.1K2026-10-23
Woodside Wealth Management LLC
INCREASED23,56222,741+821+4%$3.4M$3.2M-$167.3K2026-10-16
Armbruster Capital Management, Inc.
DECREASED23,51324,238-725-3%$3.6M$3.2M-$396.0K2026-10-19
Phillips Financial Management, LLC
DECREASED23,50924,010-501-2%$3.6M$3.2M-$362.8K2026-10-19
Montis Financial, LLC
DECREASED23,49623,940-444-2%$3.6M$3.2M-$354.1K2026-11-04
Adirondack Trust Co
DECREASED23,34631,686-8,340-26%$4.7M$3.2M-$1.5M2026-10-14
Black Diamond Financial, LLC
DECREASED23,10423,107-30%$3.4M$3.1M-$284.0K2026-10-26
New Hampshire Trust
DECREASED23,10123,125-240%$3.4M$3.1M-$287.0K2026-10-20
Pennsylvania Capital Management Inc
DECREASED23,00524,464-1,459-6%$3.6M$3.1M-$498.6K2026-11-05
Midwest Professional Planners, Ltd.
DECREASED22,92323,051-128-1%$3.4M$3.1M-$300.3K2026-10-29
Joel Isaacson & Co., LLC
INCREASED22,83221,658+1,174+5%$3.2M$3.1M-$106.1K2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED22,75440,572-17,818-44%$6.0M$3.1M-$2.9M2026-11-03
Bluestem Financial Advisors, LLC
DECREASED22,65623,721-1,065-4%$3.5M$3.1M-$436.0K2026-10-20
David J Yvars Group
INCREASED22,62821,393+1,235+6%$3.2M$3.1M-$94.4K2026-10-09
Wesbanco Bank Inc
DECREASED22,60640,414-17,808-44%$6.0M$3.1M-$2.9M2026-11-04
Pinnacle Bancorp, Inc.
INCREASED22,54721,644+903+4%$3.2M$3.1M-$142.7K2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED22,39537,898-15,503-41%$5.6M$3.0M-$2.6M2026-10-28
American National Bank & Trust
DECREASED22,33323,372-1,039-4%$3.5M$3.0M-$428.1K2026-10-07
RVW Wealth, LLC
INCREASED22,21322,209+4+0%$3.3M$3.0M-$271.9K2026-10-06
ETF Portfolio Partners, Inc.
DECREASED22,04822,340-292-1%$3.3M$3.0M-$313.8K2026-10-22
Quest 10 Wealth Builders, Inc.
DECREASED21,62121,755-134-1%$3.2M$3.0M-$182.0K2026-11-02
GC Wealth Management RIA, LLC
INCREASED21,59720,303+1,294+6%$3.0M$2.9M-$72.9K2026-11-02
Crusonia Wealth Advisors LLC
INCREASED21,58919,511+2,078+11%$2.9M$2.9M+$43.3K2026-10-26
First Hawaiian Bank
DECREASED21,56126,968-5,407-20%$4.0M$2.9M-$1.1M2026-10-14
Greenwood Capital Associates LLC
DECREASED21,50822,475-967-4%$3.3M$2.9M-$407.3K2026-10-27
Wealth Management Partners, LLC
DECREASED21,44921,934-485-2%$3.3M$2.9M-$335.1K2026-10-21
McGlone Suttner Wealth Management, Inc.
DECREASED21,40521,423-180%$3.2M$2.9M-$265.2K2026-10-13
Family Office Research LLC
DECREASED21,37721,623-246-1%$3.2M$2.9M-$298.7K2026-10-14
Bison Wealth, LLC
DECREASED21,36422,174-810-4%$3.3M$2.9M-$318.5K2026-10-13
Culbertson A N & Co Inc
DECREASED21,33621,741-405-2%$3.2M$2.9M-$321.9K2026-10-21
BridgePort Financial Solutions, LLC
DECREASED21,21021,857-647-3%$3.2M$2.9M-$356.2K2026-11-02
Intrua Financial, LLC
DECREASED21,13527,914-6,779-24%$4.1M$2.9M-$1.3M2026-10-28
Abundance Wealth Counselors
DECREASED21,13222,805-1,673-7%$3.4M$2.9M-$507.4K2026-10-26
Peterson Wealth Advisors, LLC
DECREASED21,05421,252-198-1%$3.2M$2.9M-$287.7K2026-10-08
TruNorth Capital Management, LLC
UNCHANGED21,03321,03300%$3.1M$2.9M-$258.0K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED21,03121,491-460-2%$3.2M$2.9M-$326.2K2026-10-13
Invera Wealth Advisors, LLC
DECREASED21,02321,143-120-1%$3.1M$2.9M-$275.7K2026-10-28
Evanson Financial, LLC
DECREASED20,98121,056-750%$3.1M$2.9M-$268.5K2026-10-23
Financial Counselors Inc
INCREASED20,82719,933+894+4%$3.0M$2.8M-$123.0K2026-10-22
Lewis Asset Management, LLC
INCREASED20,79220,716+76+0%$3.1M$2.8M-$243.9K2026-10-14
Emergent Wealth Advisors, LLC
DECREASED20,64021,396-756-4%$3.2M$2.8M-$373.2K2026-10-09
Narwhal Capital Management
INCREASED20,46520,450+15+0%$3.0M$2.8M-$248.9K2026-11-04
Harbour Capital Advisors, LLC
INCREASED20,45419,729+725+4%$2.9M$2.8M-$89.2K2026-10-13
Novem Group
DECREASED20,44920,482-330%$3.0M$2.8M-$255.9K2026-10-19
Innovative Wealth Building LLC
DECREASED20,44022,137-1,697-8%$3.3M$2.8M-$502.5K2026-10-14
BXM Wealth LLC
INCREASED20,41319,685+728+4%$2.9M$2.8M-$142.4K2026-11-03
Busey Bank
INCREASED20,41120,299+112+1%$3.0M$2.8M-$233.8K2026-10-26
Journey Beyond Wealth, LLC
DECREASED20,36422,948-2,584-11%$3.4M$2.8M-$633.2K2026-11-04
LCW Services, LLC
DECREASED20,26020,455-195-1%$3.0M$2.8M-$277.5K2026-10-21
Flavin Financial Services, Inc.
INCREASED20,21118,860+1,351+7%$2.8M$2.7M-$47.6K2026-10-21
Pines Wealth Management, LLC
DECREASED20,03920,277-238-1%$3.0M$2.7M-$281.2K2026-10-21
Vestor Capital, LLC
INCREASED20,004749+19,255+2571%$182$6.2K+$6.1K2026-11-04
Atwater Malick LLC
INCREASED19,91719,829+88+0%$2.9M$2.7M-$231.3K2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED19,91618,273+1,643+9%$2.7M$2.7M+$16.7K2026-10-13
Capital Squared Financial LLC
DECREASED19,86622,156-2,290-10%$3.3M$2.7M-$583.4K2026-10-30
AGF Management LTD
DECREASED19,86519,915-500%$3.0M$2.7M-$251.2K2026-11-03
St. Clair Advisors, LLC
INCREASED19,83718,162+1,675+9%$2.7M$2.7M+$5.0K2026-10-13
TritonPoint Partners, LLC
DECREASED19,78234,530-14,748-43%$5.1M$2.7M-$2.4M2026-11-05
PFG Advisors
DECREASED19,69519,792-970%$2.9M$2.7M-$255.9K2026-10-16
Mine & Arao Wealth Creation & Management, Llc.
DECREASED19,49719,979-482-2%$3.0M$2.7M-$310.7K2026-10-29
Gerald Baker Financial Group LLC
INCREASED19,45719,421+36+0%$2.9M$2.6M-$233.3K2026-10-09
Aspect Partners, LLC
DECREASED19,32319,826-503-3%$2.9M$2.6M-$311.7K2026-10-20
Argyle Capital Partners, LLC
DECREASED19,31219,953-641-3%$3.0M$2.6M-$332.1K2026-10-23
Tranquility Partners, LLC
DECREASED19,19919,280-810%$2.9M$2.6M-$247.6K2026-10-20
Marin Bay Wealth Advisors, LLC
DECREASED19,11419,180-660%$2.8M$2.6M-$244.4K2026-10-28
Absolute Capital Management, LLC
UNCHANGED19,04819,04800%$2.8M$2.6M-$233.7K2026-10-16
Brown Wealth Management, LLC
INCREASED19,04410,180+8,864+87%$1.5M$2.6M+$1.1M2026-10-20
Cornell Pochily Investment Advisors, Inc.
INCREASED19,02118,338+683+4%$2.7M$2.6M-$132.0K2026-10-19
CRA Financial Services, LLC
DECREASED19,01419,623-609-3%$2.9M$2.6M-$323.6K2026-10-16
Balentine LLC
INCREASED18,92218,889+33+0%$2.8M$2.6M-$227.3K2026-11-03
Missouri Trust & Investment Co
DECREASED18,91818,968-500%$2.8M$2.6M-$185.5K2026-11-04
First County Bank
INCREASED18,87216,454+2,418+15%$2.4M$2.6M+$127.1K2026-10-13
Affinity Capital Advisors, LLC
INCREASED18,87118,485+386+2%$2.7M$2.6M-$118.0K2026-10-13
Columbia Bank
INCREASED18,82417,254+1,570+9%$2.6M$2.6M+$1.9K2026-10-29
AUA Capital Management, LLC
DECREASED18,54119,397-856-4%$2.9M$2.5M-$354.5K2026-10-15
Ascent Group, LLC
DECREASED18,43019,533-1,103-6%$2.9M$2.5M-$389.7K2026-10-30
Kellett Wealth Advisors, LLC
INCREASED18,35815,255+3,103+20%$2.3M$2.5M+$235.0K2026-10-15
Intergy Private Wealth, LLC
INCREASED18,34317,490+853+5%$2.6M$2.5M-$98.6K2026-10-16
Owl Creek Wealth Partners LLC
DECREASED18,21918,290-710%$2.7M$2.5M-$234.1K2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED18,11718,087+30+0%$2.7M$2.5M-$217.8K2026-11-02
Summit Global Investments
INCREASED18,09613,936+4,160+30%$2.1M$2.5K-$2.1M2026-10-28
Boston Trust Walden Corp
INCREASED17,98515,390+2,595+17%$2.3M$2.4M+$164.2K2026-10-30
Valley National Advisers Inc
DECREASED17,95020,462-2,512-12%$3.0M$2.4M-$592.8K2026-10-23
Blue Line Capital, LLC / IL
INCREASED17,82416,864+960+6%$2.5M$2.4M-$76.4K2026-11-04
Sunbeam Capital Management, LLC
INCREASED17,74817,664+84+0%$2.6M$2.4M-$205.3K2026-11-05
Smart Wealth LLC
INCREASED17,7173,886+13,831+356%$576.3K$2.4M+$1.8M2026-11-04
Legacies Wealth LLC
UNCHANGED17,68617,68600%$2.6M$2.4M-$217.0K2026-11-02
Ramsay, Stattman, Vela & Price, Inc.
INCREASED17,63417,274+360+2%$2.6M$2.4M-$163.0K2026-10-19
Wilkins Miller Wealth Management, LLC
INCREASED17,61717,394+223+1%$2.6M$2.4M-$183.1K2026-10-13
SBI Securities Co., Ltd.
INCREASED17,60517,537+68+0%$2.6M$2.4M-$205.9K2026-10-22
Cambridge Advisors Inc.
INCREASED17,55117,487+64+0%$2.6M$2.4M-$205.9K2026-10-19
Narus Financial Partners, LLC
DECREASED17,42718,532-1,105-6%$2.7M$2.4M-$377.7K2026-10-19
Revolve Wealth Partners, LLC
DECREASED17,40117,635-234-1%$2.6M$2.4M-$248.3K2026-10-23
SeaBridge Investment Advisors LLC
INCREASED17,36814,491+2,877+20%$2.1M$2.4M+$213.6K2026-11-02
Cordgrass Capital Advisors, LLC
UNCHANGED17,30217,30200%$2.6M$2.4M-$212.3K2026-10-30
Eagle Strategies LLC
DECREASED17,25717,374-117-1%$2.6M$2.3M-$229.1K2026-10-16
Capital Advisors, Ltd. LLC
INCREASED17,22117,161+60+0%$2.5K$2.3K-$2022026-10-27
Obermeyer Wealth Partners
DECREASED17,21317,307-94-1%$2.6M$2.3M-$225.1K2026-10-21
Eastern Bank
DECREASED17,01117,844-833-5%$2.6M$2.3M-$332.3K2026-10-05
Able Financial Group, LLC
DECREASED16,98817,304-316-2%$2.6M$2.3M-$255.3K2026-10-14
Kohmann Bosshard Financial Services, LLC
UNCHANGED16,96516,96500%$2.5M$2.3M-$208.2K2026-11-04
Sunburst Financial Group, LLC
INCREASED16,95916,455+504+3%$2.4M$2.3M-$133.3K2026-10-09
Thrive Wealth Management, LLC
INCREASED16,94816,875+73+0%$2.5M$2.3M-$197.2K2026-10-13
Delta Financial Advisors LLC
INCREASED16,93216,853+79+0%$2.5M$2.3M-$196.0K2026-10-27
Roberts Wealth Advisors, LLC
DECREASED16,82918,197-1,368-8%$2.7M$2.3M-$409.4K2026-10-14
World Equity Group, Inc.
DECREASED16,78317,913-1,130-6%$2.7M$2.3M-$373.5K2026-10-14
SWP Financial LLC
DECREASED16,76716,957-190-1%$2.5M$2.3M-$233.9K2026-10-23
Global View Capital Management LLC
INCREASED16,73013,631+3,099+23%$2.0M$2.3M+$254.3K2026-10-28
OpenArc Corporate Advisory, LLC
DECREASED16,58216,713-131-1%$2.5M$2.3M-$222.9K2026-10-21
Lionsbridge Wealth Management LLC
DECREASED16,57918,222-1,643-9%$2.7M$2.3M-$447.1K2026-10-26
Jamison Private Wealth Management, Inc.
INCREASED16,49516,002+493+3%$2.4M$2.2M-$129.3K2026-10-14
Blue Trust, Inc.
INCREASED16,45613,710+2,746+20%$2.0M$2.2M+$205.4K2026-10-15
Patriot Investment Management Group, Inc.
UNCHANGED16,45616,45600%$2.4M$2.2M-$201.9K2026-10-15
Vigilare Wealth Management
DECREASED16,45325,413-8,960-35%$3.8M$2.2M-$1.5M2026-10-29
Clear Wave Wealth Management LLC
INCREASED16,40115,329+1,072+7%$2.3M$2.2M-$42.3K2026-11-04
Hudson Oak Wealth Advisory LLC
INCREASED16,39915,904+495+3%$2.4M$2.2M-$127.8K2026-10-16
Founders Grove Wealth Partners, LLC
DECREASED16,39816,591-193-1%$2.5M$2.2M-$229.8K2026-10-16
Aaron Wealth Advisors LLC
INCREASED16,34611,494+4,852+42%$1.7M$2.2M+$519.0K2026-10-13
Shelton Wealth Management, LLC
DECREASED16,33616,528-192-1%$2.5M$2.2M-$229.0K2026-10-16
Mann Financial Group, Inc.
DECREASED16,20020,367-4,167-20%$3.0M$2.2M-$816.8K2026-10-15
Forza Wealth Management, LLC
UNCHANGED16,18616,18600%$2.4M$2.2M-$198.6K2026-10-20
Great Diamond Partners, LLC
INCREASED16,12115,651+470+3%$2.3M$2.2M-$128.1K2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED16,11712,802+3,315+26%$1.9M$2.2M+$327.8K2026-10-21
Cypress Financial Planning LLC
DECREASED15,93616,563-627-4%$2.5M$2.2M-$288.6K2026-10-09
Means Investment Co., Inc.
DECREASED15,92416,682-758-5%$2.5M$2.2M-$307.7K2026-11-03
Commerce Advisors, LLC
INCREASED15,9162,242+13,674+610%$332.5K$2.2M+$1.8M2026-10-19
Camelot Technology Advisors, Inc.
INCREASED15,88415,865+19+0%$2.4M$2.2M-$192.0K2026-10-09
Firestone Capital Management
INCREASED15,83914,812+1,027+7%$2.2M$2.2M-$42.1K2026-11-03
NBH Bank
DECREASED15,71915,827-108-1%$2.3M$2.1M-$208.9K2026-11-05
Moneco Advisors, LLC
INCREASED15,70312,379+3,324+27%$1.8M$2.1M+$300.4K2026-11-05
Winebrenner Capital Management LLC
DECREASED15,67316,096-423-3%$2.4M$2.1M-$255.1K2026-10-07
Confluence Wealth Services, Inc.
INCREASED15,62912,879+2,750+21%$1.9M$2.1M+$216.3K2026-11-05
XY Planning Network, Inc.
INCREASED15,57312,313+3,260+26%$1.8M$2.1M+$292.4K2026-10-14
Joel Adams & Associates, Inc.
INCREASED15,54514,905+640+4%$2.2M$2.1M-$95.9K2026-11-02
Rockwood Wealth Management, LLC
INCREASED15,53115,471+60+0%$2.3M$2.1M-$181.7K2026-10-27
JSF Financial, LLC
DECREASED15,41015,817-407-3%$2.3M$2.1M-$249.3K2026-10-22
Retirement Guys Formula LLC
DECREASED15,39215,925-533-3%$2.4M$2.1M-$261.8K2026-10-26
Almanack Investment Partners, Llc.
DECREASED15,37315,917-544-3%$2.4M$2.1M-$269.3K2026-11-03
Quadcap Wealth Management, LLC
INCREASED15,31515,031+284+2%$2.2M$2.1M-$145.7K2026-11-02
Inman Jager Wealth Management, LLC
INCREASED15,22014,286+934+7%$2.1M$2.1M-$48.2K2026-11-05
True Private Wealth Advisors
INCREASED15,04415,015+29+0%$2.2M$2.0M-$180.1K2026-10-19
Roman Butler Fullerton & Co
INCREASED15,00214,719+283+2%$2.1M$2.0M-$96.4K2026-10-27
EverSource Wealth Advisors, LLC
DECREASED14,94520,962-6,017-29%$3.1M$2.0M-$1.1M2026-11-04
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED14,90417,801-2,897-16%$2.6M$2.0M-$612.7K2026-10-30
Penobscot Investment Management Company, Inc.
DECREASED14,83314,834-10%$2.2M$2.0M-$182.2K2026-10-26
Hilltop National Bank
DECREASED14,80315,360-557-4%$2.3M$2.0M-$264.2K2026-10-14
Integrity Advisory Solutions, LLC
DECREASED14,77716,646-1,869-11%$2.5M$2.0M-$458.5K2026-10-29
Grey Ledge Advisors, LLC
DECREASED14,75215,008-256-2%$2.2M$2.0M-$219.1K2026-11-02
Accurate Wealth Management, LLC
DECREASED14,72918,694-3,965-21%$2.7M$2.0M-$694.4K2026-10-20
BlueSky Wealth Advisors, LLC
DECREASED14,64914,748-99-1%$2.2M$2.0M-$194.4K2026-10-29
MKD Wealth Coaches, LLC
INCREASED14,56014,268+292+2%$2.1M$2.0M-$135.3K2026-10-09
BIP Wealth, LLC
INCREASED14,53710,993+3,544+32%$1.6M$2.0M+$347.3K2026-10-22
Princeton Global Asset Management LLC
INCREASED14,46214,353+109+1%$2.1M$2.0M-$161.3K2026-10-21
Carrera Capital Advisors
DECREASED14,42314,438-150%$2.1M$2.0M-$179.1K2026-11-03
Interchange Capital Partners, LLC
DECREASED14,34214,403-610%$2.1M$2.0M-$185.0K2026-10-28
Urban Wealth Management, LLC
DECREASED14,31014,817-507-3%$2.2M$1.9M-$250.8K2026-10-21
Retirement Investment Advisors, Inc.
INCREASED14,21614,161+55+0%$2.1M$1.9M-$119.5K2026-10-22
Kassira Wealth Management LLC
INCREASED14,20714,115+92+1%$2.1M$1.9M-$160.7K2026-10-28
NBT Bank, N.A.
INCREASED14,17013,869+301+2%$2.1M$1.9M-$129.2K2026-10-21
General Partner, Inc.
UNCHANGED14,11514,11500%$2.1M$1.9M-$173.2K2026-10-05
Fiduciary Advisors, Inc.
DECREASED14,06414,163-99-1%$2.1M$1.9M-$187.2K2026-10-16
Odyssey Capital Advisors, Inc.
INCREASED14,05113,762+289+2%$2.0M$1.9M-$129.6K2026-10-26
Legacy Capital Wealth Partners, LLC
INCREASED14,04813,189+859+7%$713.9K$656.6K-$57.3K2026-10-21
Michael Brady & Co., LLC
UNCHANGED14,02714,02700%$2.1M$1.9M-$172.1K2026-10-23
High Net Worth Advisory Group LLC
DECREASED14,01514,694-679-5%$2.2M$1.9M-$272.6K2026-10-26
Steph & Co
DECREASED14,00814,477-469-3%$2.1M$1.9M-$241.4K2026-10-07
Foundation Wealth Management, Llc\pa
DECREASED13,98216,812-2,830-17%$2.5M$1.9M-$591.3K2026-10-14
Cora Capital Advisors LLC
DECREASED13,97014,999-1,029-7%$2.2M$1.9M-$324.0K2026-11-02
International Private Wealth Advisors LLC
DECREASED13,89014,305-415-3%$2.1M$1.9M-$232.0K2026-11-05
SevenBridge Financial Group, LLC
DECREASED13,84815,064-1,216-8%$2.2M$1.9M-$337.1K2026-10-26
AWM Capital, LLC
DECREASED13,84813,849-10%$2.1M$1.9M-$169.9K2026-10-16
Avion Wealth
DECREASED13,83313,873-400%$2.1M$1.9M-$176.0K2026-11-04
Secure Asset Management, LLC
INCREASED13,80213,423+379+3%$2.0M$1.9M-$113.0K2026-10-19
Simon Quick Advisors, LLC
INCREASED13,76511,444+2,321+20%$1.7M$1.9M+$175.4K2026-10-26
Brady Family Wealth, LLC
DECREASED13,75013,970-220-2%$2.1M$1.9M-$201.4K2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED13,71611,134+2,582+23%$1.7M$1.9M+$214.6K2026-10-19
Regatta Capital Group, LLC
DECREASED13,55213,601-490%$2.0M$1.8M-$173.6K2026-10-23
TFC Financial Management, Inc.
UNCHANGED13,51213,51200%$2.0M$1.8M-$165.8K2026-10-26
Univest Financial Corp
DECREASED13,46019,076-5,616-29%$2.8M$1.8M-$998.1K2026-11-05
Plimoth Trust Co LLC
INCREASED13,42012,894+526+4%$1.9M$1.8M-$86.7K2026-10-26
Compass Wealth Management LLC
DECREASED13,36613,752-386-3%$2.0M$1.8M-$221.2K2026-10-22
Goldstein Advisors, LLC
DECREASED13,30713,917-610-4%$2.1M$1.8M-$253.7K2026-10-15
AdvisorNet Financial, Inc
INCREASED13,21611,698+1,518+13%$1.7M$1.8M+$54.6K2026-10-15
O'Brien Greene & Co. Inc
DECREASED13,05613,106-500%$1.9M$1.8M-$167.6K2026-11-05
Stevens Capital Partners
INCREASED13,0299,905+3,124+32%$1.5M$1.8M+$303.5K2026-10-29
GLR Partners, LLC
INCREASED13,01412,553+461+4%$1.9M$1.8M-$91.3K2026-11-04
SWS Partners
DECREASED12,95713,074-117-1%$1.9M$1.8M-$176.4K2026-10-26
Yanni & Associates Investment Advisors, LLC
DECREASED12,94913,210-261-2%$2.0M$1.8M-$197.6K2026-10-14
ZWJ Investment Counsel Inc
DECREASED12,93212,936-40%$1.9M$1.8M-$159.3K2026-10-15
Quattro Financial Advisors LLC
UNCHANGED12,88612,88600%$1.9M$1.8M-$158.1K2026-10-15
Nova Financial LLC
NEW12,791—+12,791——$1.7M—2026-11-04
Facet Wealth, Inc.
INCREASED12,7716,678+6,093+91%$990.4K$1.7M+$747.0K2026-11-04
Nova R Wealth, Inc.
DECREASED12,76712,917-150-1%$1.9M$1.7M-$179.0K2026-10-26
Powerhouse Assets LLC
INCREASED12,71812,386+332+3%$1.8M$1.7M-$106.8K2026-10-19
Hardin Capital Partners, LLC
INCREASED12,71712,323+394+3%$1.8M$1.7M-$99.6K2026-10-09
Pension & Wealth Management Advisors, Inc.
DECREASED12,67912,964-285-2%$1.9M$1.7M-$197.7K2026-10-16
Lineweaver Wealth Advisors, LLC
DECREASED12,60012,617-170%$1.9M$1.7M-$157.2K2026-10-13
RCW Management, LLC
DECREASED12,59213,412-820-6%$2.0M$1.7M-$276.2K2026-10-30
Meridian Investment Counsel Inc.
UNCHANGED12,56812,56800%$1.9M$1.7M-$154.2K2026-10-14
Rockland Trust Co
INCREASED12,53612,192+344+3%$1.8M$1.7M-$102.8K2026-10-05
Integrity Alliance, Llc.
INCREASED12,50810,380+2,128+21%$1.5M$1.7M+$162.2K2026-10-29
Center for Financial Planning, Inc.
DECREASED12,48513,188-703-5%$2.0M$1.7M-$257.5K2026-10-26
Argentarii, LLC
UNCHANGED12,45912,45900%$1.8M$1.7M-$154.1K2026-10-28
Ceera Investments, LLC
INCREASED12,4042,752+9,652+351%$408.1K$1.7M+$1.3M2026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED12,38112,597-216-2%$1.9M$1.7M-$184.1K2026-10-23
Silvia Mccoll Wealth Management, LLC
UNCHANGED12,37912,37900%$1.8M$1.7M-$151.9K2026-10-07
John W. Brooker & Co., CPAs
DECREASED12,32814,731-2,403-16%$2.2M$1.7M-$507.6K2026-10-21
Bullock Wealth Management Group
INCREASED12,31910,953+1,366+12%$1.6M$1.7M+$71.3K2026-10-09
RMR Wealth Builders
DECREASED12,22913,572-1,343-10%$2.0M$1.7M-$349.2K2026-10-22
Principle Wealth Partners LLC
UNCHANGED12,14812,14800%$1.8M$1.7M-$149.1K2026-11-02
Financial Planning Hawaii, Inc.
DECREASED12,13214,073-1,941-14%$2.1M$1.7M-$436.7K2026-10-13
Calamos Advisors LLC
INCREASED12,12811,953+175+1%$1.8M$1.6M-$122.9K2026-11-02
Financial Partners Group, Inc
DECREASED12,08212,277-195-2%$1.8M$1.6M-$177.2K2026-10-19
Nolet Wealth Management, LLC
UNCHANGED12,05612,05600%$1.8M$1.6M-$147.9K2026-10-15
Valpey Financial Services, LLC
INCREASED12,05011,582+468+4%$1.7M$1.6M-$78.4K2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
DECREASED12,03514,335-2,300-16%$2.1M$1.6M-$464.7K2026-10-29
WP Advisors, LLC
DECREASED12,03013,775-1,745-13%$2.0M$1.6M-$406.3K2026-10-22
Midland Wealth Advisors, LLC
DECREASED12,00912,156-147-1%$1.8M$1.6M-$169.2K2026-10-26
Sovran Advisors, LLC
INCREASED11,9673,695+8,272+224%$540.6K$1.7M+$1.2M2026-11-02
International Assets Investment Management, LLC
DECREASED11,94112,518-577-5%$1.8M$1.6M-$211.3K2026-11-02
Omni 360 Wealth, Inc.
INCREASED11,89411,560+334+3%$1.7M$1.6M-$96.4K2026-10-13
Flagship Private Wealth, LLC
DECREASED11,86311,886-230%$1.8M$1.6M-$148.9K2026-11-05
Tennessee Valley Asset Management Partners
INCREASED11,86011,443+417+4%$1.7M$1.6M-$83.7K2026-11-03
Asset Dedication, LLC
DECREASED11,80714,723-2,916-20%$2.2M$1.6M-$577.3K2026-11-03
HRC Wealth Management, LLC
INCREASED11,78511,034+751+7%$1.6M$1.6M-$33.3K2026-10-16
William John Sempolinski
DECREASED11,77311,833-60-1%$1.8M$1.6M-$153.4K2026-10-20
Sherman Wealth Management LLC
DECREASED11,72512,634-909-7%$1.9M$1.6M-$278.7K2026-10-16
American State Bank (Iowa)
DECREASED11,68711,957-270-2%$1.8M$1.6M-$183.4K2026-11-03
Axxcess Wealth Management, LLC
DECREASED11,677451,113-439,436-97%$66.9M$1.6M-$65.3M2026-10-21
Olistico Wealth, LLC
INCREASED11,65611,615+41+0%$1.7M$1.6M-$137.0K2026-10-05
Mascagni Wealth Management, Inc.
DECREASED11,64211,796-154-1%$1.7M$1.6M-$165.6K2026-10-23
Procyon Advisors, LLC
DECREASED11,63212,169-537-4%$1.8M$1.6M-$222.4K2026-10-21
M Holdings Securities, Inc.
NEW11,630—+11,630——$1.6K—2026-11-03
Summit Investment Advisory Services, LLC
INCREASED11,60811,434+174+2%$1.7M$1.6M-$116.6K2026-11-03
Keenan, LLC
DECREASED11,58913,051-1,462-11%$1.9M$1.6M-$359.0K2026-10-23
Fort Washington Investment Advisors Inc
INCREASED11,52211,453+69+1%$1.7M$1.6M-$131.1K2026-10-15
RDA Financial Network
DECREASED11,51812,422-904-7%$1.8M$1.6M-$275.4K2026-10-15
KWB Wealth
DECREASED11,48211,490-80%$1.7M$1.6M-$142.1K2026-10-16
Northwest Wealth Advisors, LLC
INCREASED11,47810,721+757+7%$1.6M$1.6M-$28.6K2026-11-02
Leverty Financial Group, LLC
DECREASED11,47312,358-885-7%$1.8M$1.6M-$272.0K2026-10-08
Essex Bank
INCREASED11,39410,483+911+9%$1.6M$1.6M-$4.7K2026-10-16
Allegheny Financial Group
DECREASED11,38811,461-73-1%$1.7M$1.5M-$150.6K2026-11-05
Investment Advisory Services Inc
DECREASED11,35211,394-420%$1.7M$1.5M-$145.5K2026-10-27
Noble Wealth Management PBC
DECREASED11,32112,358-1,037-8%$1.8M$1.5M-$292.8K2026-10-01
Colorado Capital Management, Inc.
DECREASED11,24414,491-3,247-22%$2.1K$1.5K-$6192026-10-15
Wealth Dimensions Group, Ltd.
INCREASED11,16310,573+590+6%$1.6M$1.5M-$49.4K2026-11-02
DecisionMap Wealth Management, LLC
DECREASED11,08611,274-188-2%$1.7M$1.5M-$163.9K2026-10-29
Finward Bancorp
INCREASED11,05210,642+410+4%$1.6M$1.5M-$74.8K2026-10-14
ETF Store, Inc.
INCREASED10,9668,997+1,969+22%$1.3M$1.5M+$157.5K2026-10-19
Bucket List Wealth Management, LLC
DECREASED10,89610,939-430%$1.6M$1.5M-$140.1K2026-10-22
Layline Advisors, LLC
DECREASED10,88911,130-241-2%$1.7M$1.5M-$169.4K2026-11-02
Continuum Wealth Advisors, LLC
UNCHANGED10,88210,88200%$1.6M$1.5M-$133.5K2026-10-20
Arlington Trust Co LLC
UNCHANGED10,88010,88000%$1.6M$1.5M-$133.5K2026-10-20
Christensen, King & Associates Investment Services, Inc.
INCREASED10,81810,367+451+4%$1.5M$1.5M-$65.9K2026-10-22
NWF Advisory Services Inc.
INCREASED10,80010,017+783+8%$1.5M$1.5M-$16.4K2026-10-19
Chemistry Wealth Management LLC
UNCHANGED10,73410,73400%$1.6M$1.5M-$131.7K2026-10-16
Stokes Capital Advisors, LLC
INCREASED10,7266,058+4,668+77%$898.5K$1.5M+$560.7K2026-10-09
Allen Capital Group, LLC
DECREASED10,66410,935-271-2%$1.6M$1.5M-$171.0K2026-10-27
Sterling Financial Planning, Inc.
DECREASED10,65210,706-540%$1.6M$1.4M-$138.7K2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED10,61510,264+351+3%$1.5M$1.4M-$78.1K2026-10-29
Equity Wealth Partners, LLC
INCREASED10,56010,224+336+3%$1.5M$1.4M-$79.8K2026-10-26
Ti-Trust, Inc
UNCHANGED10,54610,54600%$1.6M$1.4M-$129.4K2026-10-21
Maltin Wealth Management, Inc.
DECREASED10,54110,594-530%$1.6M$1.4M-$137.2K2026-10-13
Grant Street Asset Management, Inc.
DECREASED10,53611,046-510-5%$1.6M$1.4M-$204.9K2026-10-26
Bedminster, LLC
DECREASED10,52410,550-260%$1.6M$1.4M-$133.0K2026-11-04
Aviance Capital Partners, LLC
INCREASED10,51610,478+38+0%$1.6M$1.4M-$123.4K2026-10-29
StoneX Group Inc.
INCREASED10,4219,722+699+7%$1.4M$1.4M-$7.7K2026-11-03
Lincoln Capital LLC
DECREASED10,42010,442-220%$1.5M$1.4M-$127.6K2026-10-09
Fjell Capital, LLC
NEW10,401—+10,401——$1.4M—2026-10-13
Sound Income Strategies, LLC
DECREASED10,38910,770-381-4%$1.6M$1.4M-$170.8K2026-10-09
AAF Wealth Management, LLC
DECREASED10,20410,538-334-3%$1.6M$1.4M-$174.8K2026-10-28
Nixon Peabody Trust Co
INCREASED10,1679,712+455+5%$1.4M$1.4M-$57.3K2026-10-23
VestGen Advisors, LLC
DECREASED10,16612,511-2,345-19%$1.9M$1.4M-$472.5K2026-10-27
Emerald Advisors, LLC
DECREASED10,16210,269-107-1%$1.5M$1.4M-$140.6K2026-10-13
Alpha Omega Wealth Management LLC
INCREASED10,1299,696+433+4%$1.4M$1.4M-$60.1K2026-10-23
Milestone Investment Advisors LLC
DECREASED10,07710,148-71-1%$1.5M$1.4M-$134.2K2026-11-05
Solstein Capital, LLC
UNCHANGED10,07310,07300%$1.5M$1.4M-$123.6K2026-11-02
Compass Ion Advisors, LLC
DECREASED10,06210,076-140%$1.5M$1.4M-$125.6K2026-10-23
Acumen Wealth Advisors, LLC
DECREASED10,06010,417-357-3%$1.5M$1.4M-$176.4K2026-11-05
Nichols & Pratt Advisers LLP
INCREASED10,0309,630+400+4%$1.4M$1.4M-$54.4K2026-10-13
KG Capital Management
INCREASED10,0299,616+413+4%$1.4M$1.4M-$61.9K2026-10-15
S.E.E.D. Planning Group LLC
INCREASED10,0025,750+4,252+74%$852.7K$1.4M+$507.9K2026-10-07
Riverchase Wealth Management, LLC
UNCHANGED9,9759,97500%$1.5M$1.4M-$122.4K2026-10-28
Innealta Capital, LLC
INCREASED9,9398,481+1,458+17%$1.3M$1.4M+$94.3K2026-11-02
Cadinha & Co LLC
DECREASED9,9239,946-230%$1.5M$1.3M-$125.2K2026-10-22
Tilia Fiduciary Partners, Inc.
DECREASED9,90610,069-163-2%$1.5M$1.3M-$145.8K2026-10-09
Sherry Group, Inc.
INCREASED9,8809,837+43+0%$1.4M$1.3M-$105.1K2026-10-09
Higgins & Schmidt Wealth Strategies LLC
DECREASED9,8469,877-310%$1.5M$1.3M-$125.3K2026-10-26
GS Investments, Inc.
INCREASED9,8399,785+54+1%$1.5M$1.3M-$112.7K2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED9,7609,057+703+8%$1.3M$1.3M-$15.5K2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED9,7404,596+5,144+112%$668.6K$1.3M+$668.8K2026-10-13
Summit Wealth Group LLC / Co
DECREASED9,73310,277-544-5%$1.5M$1.3M-$200.0K2026-10-29
National Wealth Management Group, LLC
INCREASED9,7159,672+43+0%$1.4M$1.3M-$112.9K2026-10-26
AA Financial Advisors, LLC
INCREASED9,7073,859+5,848+152%$572.3K$1.3M+$748.2K2026-10-19
Oliver Luxxe Assets LLC
DECREASED9,62310,300-677-7%$1.5M$1.3M-$218.5K2026-10-14
BlueChip Wealth Advisors LLC
UNCHANGED9,5369,53600%$1.4M$1.3M-$117.0K2026-11-03
Claro Advisors Inc.
INCREASED9,5307,347+2,183+30%$1.1M$1.3M+$207.0K2026-11-02
Sound Financial Strategies Group, LLC
DECREASED9,4969,918-422-4%$1.5M$1.3M-$179.1K2026-10-30
TCV Trust & Wealth Management, Inc.
DECREASED9,4459,544-99-1%$1.4M$1.3M-$130.6K2026-10-16
Tompkins Financial Corp
INCREASED9,3769,028+348+4%$1.3M$1.3M-$63.4K2026-10-05
Coastline Trust Co
DECREASED9,30615,058-5,752-38%$2.2M$1.3M-$967.3K2026-10-01
Index Fund Advisors, Inc.
DECREASED9,30410,023-719-7%$1.5M$1.3M-$220.8K2026-11-05
Howland Capital Management LLC
DECREASED9,2999,349-50-1%$1.4M$1.3M-$121.5K2026-10-22
Baker Ellis Asset Management LLC
DECREASED9,2859,342-57-1%$1.4M$1.3M-$122.4K2026-10-14
Ignite Planners, LLC
INCREASED9,2458,913+332+4%$1.3M$1.2M-$106.7K2026-10-14
Kathmere Capital Management, LLC
INCREASED9,2378,768+469+5%$1.3M$1.3M-$43.8K2026-10-20
Sendero Wealth Management, LLC
INCREASED9,1959,177+18+0%$1.4M$1.3M-$110.3K2026-10-14
Quadrant Private Wealth Management, LLC
NEW9,141—+9,141——$1.2M—2026-11-04
Capital Management Associates, Inc
DECREASED9,1259,141-160%$1.4M$1.2M-$114.4K2026-10-20
Mlp3, LLC
DECREASED9,11610,610-1,494-14%$1.6M$1.2M-$333.3K2026-10-22
Charles Schwab Trust Co
DECREASED9,0189,646-628-7%$1.4M$1.2M-$203.8K2026-10-15
Thompson Investment Management, Inc.
INCREASED9,0088,813+195+2%$1.3M$1.2M-$81.6K2026-10-14
Texas Bank & Trust Co
INCREASED8,9998,687+312+4%$1.3M$1.2M-$64.1K2026-11-04
Woodward Financial Advisors, Inc.
INCREASED8,9458,318+627+8%$1.2M$1.2M-$16.8K2026-10-19
CWA Asset Management Group, LLC
INCREASED8,9208,212+708+9%$1.2M$1.2M-$4.6K2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED8,9149,157-243-3%$1.4M$1.2M-$145.4K2026-10-23
Fiduciary Financial Group, LLC
DECREASED8,9139,024-111-1%$1.3M$1.2M-$125.8K2026-10-13
Sharkey, Howes & Javer
INCREASED8,8607,262+1,598+22%$1.1M$1.2M+$128.3K2026-10-22
Opinicus Capital, Inc.
DECREASED8,8429,349-507-5%$1.4M$1.2M-$183.7K2026-10-28
Rossby Financial, LCC
INCREASED8,8418,562+279+3%$1.3M$1.2M-$54.1K2026-11-05
Clearview Wealth Management LLC
DECREASED8,8088,875-67-1%$1.3M$1.2M-$104.3K2026-10-16
Inscription Capital, LLC
INCREASED8,7888,347+441+5%$1.2M$1.2M-$42.4K2026-11-02
Wealth Management Nebraska
DECREASED8,7889,016-228-3%$1.3M$1.2M-$141.7K2026-10-26
Laurel Wealth Planning LLC
DECREASED8,7638,963-200-2%$1.3M$1.2M-$137.2K2026-11-02
Go Invest LLC
INCREASED8,7468,124+622+8%$1.2M$1.2M-$15.2K2026-10-09
Vilga Financial Planning LLC
UNCHANGED8,7008,70000%$1.3M$1.2M-$106.7K2026-10-09
Trueblood Wealth Management, LLC
INCREASED8,6487,985+663+8%$1.2M$1.2M-$7.8K2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED8,6258,559+66+1%$1.3M$1.2M-$96.0K2026-10-27
BCS Wealth Management
UNCHANGED8,6138,61300%$1.3M$1.2M-$105.6K2026-11-03
New England Private Wealth Advisors LLC
INCREASED8,5693,161+5,408+171%$457.9K$1.2M+$707.8K2026-10-19
NavPoint Financial, Inc.
INCREASED8,5438,530+13+0%$1.3M$1.2M-$102.9K2026-10-21
RPG Investment Advisory, LLC
DECREASED8,50311,167-2,664-24%$1.7M$1.2M-$499.4K2026-10-21
Fairvoy Private Wealth, LLC
DECREASED8,47011,216-2,746-24%$1.7M$1.2M-$511.2K2026-10-19
Quartz Partners, LLC
INCREASED8,4528,430+22+0%$1.3M$1.1M-$100.5K2026-11-03
Asset One Wealth Management LLC
DECREASED8,4509,103-653-7%$1.3M$1.1M-$181.0K2026-11-02
Sonata Capital Group Inc
INCREASED8,3888,321+67+1%$1.2M$1.1M-$93.0K2026-10-19
SBK Financial, Inc.
UNCHANGED8,3798,37900%$1.2M$1.1M-$102.8K2026-11-02
Fortress Financial Group, LLC
DECREASED8,3669,042-676-7%$1.3M$1.1M-$202.9K2026-10-21
Ipswich Investment Management Co., Inc.
DECREASED8,3308,334-40%$1.2M$1.1M-$102.8K2026-10-13
MFA Wealth Services
DECREASED8,3138,381-68-1%$1.2M$1.1M-$112.1K2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED8,2457,788+457+6%$1.2M$1.1M-$33.3K2026-10-13
MMA Asset Management LLC
INCREASED8,2397,665+574+7%$1.1M$1.1M-$15.9K2026-11-02
EdgeRock Capital LLC
INCREASED8,2097,916+293+4%$1.2M$1.1M-$57.3K2026-11-03
Partners Wealth Management, LLC
INCREASED8,1691,793+6,376+356%$265.9K$1.1M+$845.4K2026-10-28
PUREfi Wealth, LLC
INCREASED8,1251,857+6,268+338%$275.5K$1.1M+$829.9K2026-10-19
Formidable Asset Management, LLC
INCREASED8,0998,040+59+1%$999.4K$1.2M+$201.8K2026-11-03
Tufton Capital Management
INCREASED7,9957,984+11+0%$1.2M$1.1K-$1.2M2026-10-20
Townsend Asset Management Corp
DECREASED7,9727,978-60%$1.2M$1.1M-$98.8K2026-10-29
BigSur Wealth Management LLC
UNCHANGED7,9657,96500%$1.2M$1.1M-$97.7K2026-10-13
Keystone Financial Group, Inc.
DECREASED7,9607,977-170%$1.2M$1.1M-$100.2K2026-10-13
Objective Capital Management, LLC
DECREASED7,9558,045-90-1%$1.2M$1.1M-$111.0K2026-10-13
Vannoy Advisory Group, Inc.
DECREASED7,9557,970-150%$1.2M$1.1M-$99.8K2026-10-13
Hohimer Wealth Management, LLC
INCREASED7,9467,937+9+0%$1.2M$1.1M-$96.2K2026-11-04
Helium Advisors LLC
DECREASED7,9199,009-1,090-12%$1.3M$1.1M-$258.8K2026-10-23
Sageworth Trust Co of South Dakota
UNCHANGED7,8947,89400%$1.2M$1.1M-$96.9K2026-10-30
Centurion Wealth Management LLC
INCREASED7,8787,539+339+5%$1.1M$1.1M-$46.4K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED7,8727,721+151+2%$1.1M$1.1M-$74.2K2026-10-16
71 West Capital Partners
DECREASED7,8708,055-185-2%$1.2M$1.1M-$124.0K2026-11-04
Gemmer Asset Management LLC
DECREASED7,8548,209-355-4%$1.2M$1.1M-$149.0K2026-10-16
Great Point Wealth Advisors, LLC
DECREASED7,8538,007-154-2%$1.2M$1.1M-$119.2K2026-10-15
First Nebraska Trust Co
INCREASED7,8177,741+76+1%$1.1M$1.1M-$84.6K2026-10-30
Angeles Wealth Management, LLC
DECREASED7,8167,902-86-1%$1.2M$1.1M-$108.7K2026-10-26
Moisand Fitzgerald Tamayo, LLC
DECREASED7,6657,933-268-3%$1.2M$1.0M-$133.8K2026-10-15
Probity Advisors, Inc.
DECREASED7,6067,726-120-2%$1.1M$1.0M-$111.1K2026-10-23
Sweeney & Michel, LLC
DECREASED7,5927,865-273-3%$1.2M$1.0M-$138.5K2026-10-16
Wlth Capital Management, LLC
DECREASED7,58659,863-52,277-87%$8.9M$1.0M-$7.8M2026-10-20
1834 Investment Advisors Co
DECREASED7,5867,871-285-4%$1.2M$1.0M-$135.3K2026-10-16
First Bancorp, Inc
DECREASED7,5457,826-281-4%$1.2M$1.0M-$134.3K2026-10-26
Opulen Financial Group LLC
INCREASED7,5217,494+27+0%$1.1M$1.0M-$88.3K2026-10-22
Phillip James Consulting Co.
NEW7,510—+7,510——$1.0M—2026-11-03
180 Wealth Advisors, LLC
DECREASED7,5087,599-91-1%$1.1M$1.0M-$105.6K2026-11-03
American Capital Advisory, LLC
INCREASED7,5037,332+171+2%$1.1M$1.0M-$66.7K2026-10-28
Evolution Wealth Advisors, LLC
UNCHANGED7,5027,50200%$1.1M$1.0M-$92.1K2026-11-03
Greenhouse Wealth Management, LLC
DECREASED7,4747,547-73-1%$1.1M$1.0M-$101.6K2026-10-20
Edgemoor Investment Advisors, Inc.
UNCHANGED7,4717,47100%$1.1M$1.0M-$91.7K2026-11-03
Colton Groome Financial Advisors, LLC
INCREASED7,4627,408+54+1%$1.1M$1.0M-$83.6K2026-10-06
Acorn Wealth Advisors, LLC
INCREASED7,4476,399+1,048+16%$949.1K$1.0M+$64.1K2026-10-19
Cosner Financial Group, LLC
DECREASED7,4117,663-252-3%$1.1M$1.0M-$128.2K2026-11-03
M.E. Allison & Co., Inc.
INCREASED7,3897,384+5+0%$1.1M$1.0M-$89.9K2026-10-09
Integrity Wealth Partners, LLC
NEW7,331—+7,331——$997.3K—2026-10-14
Three Seasons Wealth, LLC
DECREASED7,3317,351-200%$1.1M$997.2K-$92.9K2026-11-03
Cynosure Group, LLC
INCREASED7,2776,508+769+12%$965.2K$990.1K+$24.9K2026-11-03
Brandywine OAK Private Wealth LLC
INCREASED7,2636,582+681+10%$976.2K$988.1K+$11.9K2026-10-23
Asset Allocation & Management Company, LLC
UNCHANGED7,2527,25200%$1.1K$987-$892026-10-13
Compass Financial Management LLC
DECREASED7,2507,516-266-4%$1.1M$986.3K-$137.3K2026-10-30
Client 1ST Advisory Group, LLC
DECREASED7,2467,363-117-2%$1.1M$985.7K-$106.3K2026-10-19
RF&L Wealth Management, LLC
INCREASED7,2457,240+5+0%$1.1M$985.6K-$88.2K2026-10-20
Nvwm, LLC
INCREASED7,197204+6,993+3428%$30.3K$979.1K+$948.8K2026-10-14
Aspen Wealth Management LLC
INCREASED7,1975,120+2,077+41%$759.3K$979.0K+$219.7K2026-10-14
Kondo Wealth Advisors, Inc.
UNCHANGED7,1967,19600%$1.1M$978.9K-$88.3K2026-10-19
Winthrop Capital Management, LLC
INCREASED7,1687,150+18+0%$1.1M$975.1K-$84.9K2026-11-05
Parkside Financial Bank & Trust
INCREASED7,1615,602+1,559+28%$830.8K$974.2K+$143.3K2026-10-27
Insight Advisors, LLC/ PA
DECREASED7,1457,240-95-1%$1.1M$971.9K-$101.7K2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED7,1377,13700%$1.1M$1.1M$02026-10-22
Keeler Thomas Management LLC
INCREASED7,1326,062+1,070+18%$899.0K$970.2K+$71.3K2026-10-29
4Wealth Advisors, Inc.
INCREASED7,1293,297+3,832+116%$485.9K$976.1K+$490.2K2026-10-13
Serenity Investment Advisors
INCREASED7,1254,859+2,266+47%$711.2K$969.3K+$258.1K2026-10-30
Powell Investment Advisors, LLC
INCREASED7,0987,072+26+0%$1.0M$965.7K-$83.3K2026-10-22
Clear Harbor Asset Management, LLC
INCREASED7,0977,075+22+0%$1.0M$965.5K-$83.8K2026-11-05
Tandem Investment Partners LLC
DECREASED7,0757,660-585-8%$1.1M$962.5K-$173.6K2026-10-16
CrossGen Wealth, LLC
DECREASED7,0507,303-253-3%$1.1M$959.0K-$124.1K2026-10-30
Farnam Financial LLC
INCREASED7,0507,035+15+0%$1.0M$958.1K-$85.2K2026-10-21
Linscomb Wealth, Inc.
DECREASED7,0207,071-51-1%$1.0M$954.9K-$93.7K2026-11-05
Petersen Hastings Wealth Advisors Inc.
DECREASED7,0147,068-54-1%$1.0M$954.2K-$94.1K2026-10-27
Waters Parkerson & Co., LLC
DECREASED7,0117,059-48-1%$1.0M$953.8K-$93.1K2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED7,0058,289-1,284-15%$1.2M$952.9K-$276.4K2026-11-04
Cooper Financial Group
INCREASED6,9696,711+258+4%$995.3K$948.0K-$47.3K2026-10-07
Granite Islands Private Wealth, LLC
INCREASED6,9696,949+20+0%$1.0M$948.0K-$82.1K2026-10-16
Barrett & Company, Inc.
INCREASED6,9656,885+80+1%$1.0M$947.5K-$73.6K2026-10-22
Granite Investment Partners, LLC
INCREASED6,9636,639+324+5%$984.6K$947.2K-$37.4K2026-11-04
JB Capital LLC
DECREASED6,9047,310-406-6%$1.1M$939.2K-$144.9K2026-10-19
Cove Private Wealth, LLC
INCREASED6,9024,532+2,370+52%$672.1K$938.9K+$266.8K2026-10-28
Krilogy Financial LLC
INCREASED6,8906,622+268+4%$982.1K$947.2K-$34.9K2026-10-13
Tred Avon Family Wealth, LLC
INCREASED6,8684,991+1,877+38%$740.2K$934.3K+$194.1K2026-10-20
Redwood Family Wealth LLC
DECREASED6,8636,927-64-1%$1.0M$933.7K-$93.7K2026-10-20
Triad Wealth Partners, LLC
INCREASED6,8216,640+181+3%$981.8K$928.0K-$53.8K2026-10-26
White Lighthouse Investment Management Inc.
DECREASED6,8126,938-126-2%$1.0M$926.7K-$102.3K2026-10-21
Donor Advised Charitable Giving, Inc.
DECREASED6,7996,801-20%$1.0M$924.9K-$83.7K2026-10-28
Vaquero Private Wealth, LTD
INCREASED6,7866,436+350+5%$954.5K$923.2K-$31.4K2026-10-27
Wealth Effects LLC
UNCHANGED6,7816,78100%$1.0M$922.5K-$83.2K2026-10-23
Signal Advisors Wealth, LLC
INCREASED6,7714,535+2,236+49%$672.6K$921.2K+$248.6K2026-10-13
Pacific Center for Financial Services
DECREASED6,7706,788-180%$1.0M$921.0K-$85.7K2026-10-15
Foster Group, Inc.
DECREASED6,7497,155-406-6%$1.1M$918.2K-$143.0K2026-10-13
SC&H Financial Advisors, Inc.
DECREASED6,7117,039-328-5%$1.0M$913.0K-$131.0K2026-10-14
PTM Wealth Management, LLC
INCREASED6,6436,635+8+0%$961.1K$922.4K-$38.7K2026-10-23
Beacon Financial Advisory LLC
INCREASED6,6356,563+72+1%$973.4K$902.6K-$70.8K2026-10-16
Banque Pictet & CIE SA
INCREASED6,6244,249+2,375+56%$630.2K$901.1K+$271.0K2026-10-16
Capital Advisors Wealth Management, LLC
DECREASED6,6056,831-226-3%$1.0M$898.5K-$114.5K2026-10-09
Traynor Capital Management, Inc.
INCREASED6,6026,429+173+3%$953.5K$898.1K-$55.4K2026-10-29
LVM Capital Management LTD
UNCHANGED6,5866,58600%$977$896.0K+$895.0K2026-10-20
Emprise Bank
UNCHANGED6,5806,58000%$975.9K$895.1K-$80.7K2026-10-07
Horizons Wealth Management
NEW6,495—+6,495——$883.6K—2026-10-05
Spectrum Asset Management, Inc. (NB )
INCREASED6,4886,355+133+2%$942.5K$882.6K-$59.9K2026-10-19
Greystone Financial Group, LLC
INCREASED6,4874,943+1,544+31%$733.1K$882.5K+$149.4K2026-10-26
Gainline Financial Partners, LLC
DECREASED6,4877,464-977-13%$1.1M$882.6K-$224.4K2026-10-15
Lincoln Capital Corp
UNCHANGED6,4826,48200%$961.3K$881.8K-$79.5K2026-10-13
Larson Financial Group LLC
DECREASED6,4808,827-2,347-27%$1.3M$881.6K-$427.5K2026-11-05
McNaughton Wealth Management, LLC
INCREASED6,4205,703+717+13%$845.8K$873.4K+$27.6K2026-10-09
Chapin Davis, Inc.
DECREASED6,4206,882-462-7%$1.0M$873.6K-$147.2K2026-10-09
Security National Bank
INCREASED6,4126,140+272+4%$910.6K$872.3K-$38.3K2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED6,4086,129+279+5%$909.0K$871.7K-$37.3K2026-10-15
Commonwealth Financial Services, LLC
INCREASED6,4016,250+151+2%$926.9K$870.7K-$56.2K2026-10-20
Sentinel Advisory Group, LLC
DECREASED6,3146,355-41-1%$942.4K$858.9K-$83.5K2026-10-20
One Way Holdings LLC
INCREASED6,3125,632+680+12%$835.3K$858.7K+$23.4K2026-10-29
ADE, LLC
DECREASED6,3026,323-210%$937.7K$857.3K-$80.4K2026-10-29
Seven Post Investment Office LP
UNCHANGED6,2986,29800%$934.1K$856.8K-$77.3K2026-10-26
TL Private Wealth
INCREASED6,2695,937+332+6%$863.3K$861.8K-$1.5K2026-10-13
Upper Left Wealth Management, LLC
INCREASED6,2525,336+916+17%$791.4K$850.5K+$59.1K2026-10-14
Greenwood Gearhart LLC
INCREASED6,2295,910+319+5%$876.5K$847.4K-$29.1K2026-11-02
S.A. Mason LLC
UNCHANGED6,1986,19800%$919.2K$843.2K-$76.0K2026-10-13
BKM Wealth Management, LLC
INCREASED6,1755,201+974+19%$771.4K$840.2K+$68.7K2026-10-22
Indiana Trust & Investment Management Co
DECREASED6,1416,321-180-3%$937.5K$835.4K-$102.0K2026-10-22
Gradient Capital Advisors, LLC
INCREASED6,1356,134+1+0%$909.7K$834.6K-$75.2K2026-10-21
Collective Family Office LLC
DECREASED6,1346,265-131-2%$929.2K$834.5K-$94.7K2026-10-05
Key FInancial Inc
DECREASED6,1016,411-310-5%$950.9K$829.9K-$120.9K2026-11-02
Cypress Wealth Services, LLC
DECREASED6,0866,102-160%$905.0K$845.0K-$59.9K2026-10-21
Postrock Partners LLC
INCREASED6,0625,441+621+11%$807.0K$824.7K+$17.7K2026-11-02
Kennebec Savings Bank
UNCHANGED6,0176,01700%$892.4K$818.6K-$73.8K2026-10-22
Dupree Financial Group, LLC
INCREASED5,9965,869+127+2%$870.5K$815.7K-$54.7K2026-10-09
Exchange Bank
INCREASED5,9955,915+80+1%$877.3K$815.6K-$61.7K2026-10-07
Ballast Rock Private Wealth LLC
INCREASED5,9875,566+421+8%$825.5K$814.5K-$11.0K2026-10-26
Navigation Group, LLC
DECREASED5,9826,120-138-2%$907.6K$813.7K-$93.9K2026-10-28
LVZ, Inc.
DECREASED5,94115,648-9,707-62%$2.3M$808.2K-$1.5M2026-10-20
Creekside Partners
INCREASED5,9275,923+4+0%$878.5K$806.2K-$72.2K2026-11-04
Ascentis Wealth Management, LLC
INCREASED5,9145,844+70+1%$867.6K$805.2K-$62.4K2026-11-03
Relyea Zuckerberg Hanson LLC
DECREASED5,9005,956-56-1%$883.3K$802.6K-$80.7K2026-10-20
Lazari Capital Management, Inc.
DECREASED5,8935,912-190%$876.8K$801.7K-$75.1K2026-10-20
Argos Wealth Advisors, LLC
UNCHANGED5,8715,87100%$870.7K$798.7K-$72.0K2026-11-02
Weaver Consulting Group
INCREASED5,8462,175+3,671+169%$322.5K$795.3K+$472.8K2026-10-07
Total Clarity Wealth Management, Inc.
DECREASED5,8197,399-1,580-21%$1.1M$791.6K-$305.7K2026-10-26
Brookmont Capital Management
DECREASED5,8125,884-72-1%$872.6K$790.7K-$82.0K2026-10-23
Kearns & Associates LLC
UNCHANGED5,8085,80800%$861.4K$790.1K-$71.3K2026-10-09
Motive Wealth Advisors
DECREASED5,7895,795-60%$859.5K$787.5K-$71.9K2026-10-26
Advanced Asset Management Advisors Inc
INCREASED5,7825,781+1+0%$857.4K$786.6K-$70.8K2026-10-20
Toth Financial Advisory Corp
INCREASED5,7304,744+986+21%$703.6K$779.6K+$76.0K2026-10-08
Clark Asset Management, LLC
INCREASED5,7305,351+379+7%$793.6K$779.5K-$14.2K2026-10-19
Lpwm LLC
INCREASED5,7245,692+32+1%$844.2K$778.7K-$65.5K2026-10-20
Droms Strauss Advisors Inc
DECREASED5,7085,760-52-1%$854.2K$776.5K-$77.6K2026-11-03
GGM Financial LLC
INCREASED5,7055,553+152+3%$823.5K$776.1K-$47.5K2026-11-05
Shade Tree Advisors LLC
UNCHANGED5,7005,70000%$845.4K$775.4K-$69.9K2026-10-22
Hillcrest Wealth Advisors - NY, LLC
INCREASED5,6985,638+60+1%$836.2K$775.2K-$61.0K2026-10-22
Washington Trust Advisors, Inc.
INCREASED5,6865,678+8+0%$842.1K$773.5K-$68.6K2026-10-22
Greenspring Advisors, LLC
INCREASED5,6635,600+63+1%$830.6K$770.4K-$60.2K2026-11-05
August Group Capital Ltd
INCREASED5,6635,642+21+0%$836.8K$770.4K-$66.4K2026-10-14
Livet Wealth, LLC
DECREASED5,6625,768-106-2%$855.5K$770.3K-$85.2K2026-10-27
Moody Lynn Lieberson & Walker, LLC
DECREASED5,6295,862-233-4%$869.4K$765.8K-$103.6K2026-10-14
Virtue Asset Management LLC
INCREASED5,6253,928+1,697+43%$582.6K$765.2K+$182.7K2026-10-21
Root Financial Partners, LLC
DECREASED5,5558,308-2,753-33%$1.2M$755.7K-$476.4K2026-10-21
Mccarter Private Wealth Services LLC
INCREASED5,5165,515+1+0%$818.0K$750.3K-$67.7K2026-10-22
Armstrong Advisory Group, Inc
INCREASED5,5015,456+45+1%$809.1K$748.3K-$60.8K2026-10-09
InvesTrust
DECREASED5,4895,510-210%$817.2K$746.7K-$70.5K2026-10-14
Crew Capital Management, Ltd
DECREASED5,4885,557-69-1%$824.2K$746.6K-$77.6K2026-10-28
SP Asset Management LLC
INCREASED5,4425,441+1+0%$806.9K$740.3K-$66.6K2026-11-05
Harrell Investment Partners, LLC
DECREASED5,4305,727-297-5%$849.4K$738.7K-$110.7K2026-10-15
Integral Investment Advisors, Inc.
DECREASED5,4065,584-178-3%$828.2K$735.4K-$92.7K2026-11-03
WealthBridge Capital Management, LLC
INCREASED5,3864,611+775+17%$683.8K$732.7K+$48.9K2026-10-16
Ridgeline Wealth Planning, LLC
DECREASED5,3795,414-35-1%$803.0K$731.8K-$71.2K2026-10-29
Glass Jacobson Investment Advisors llc
DECREASED5,3635,441-78-1%$806.9K$729.5K-$77.4K2026-10-26
Maseco LLP
DECREASED5,3445,570-226-4%$826.1K$726.9K-$99.2K2026-10-27
Costello Asset Management, Inc
UNCHANGED5,3395,33900%$791.8K$726.3K-$65.5K2026-10-30
Investment Partners, Ltd.
INCREASED5,3291,966+3,363+171%$291.6K$725.1K+$433.4K2026-10-29
Roan Capital Partners
INCREASED5,3254,596+729+16%$681.6K$724.4K+$42.8K2026-10-09
W Advisors, LLC
UNCHANGED5,3135,31300%$788.0K$722.8K-$65.2K2026-11-02
Sierra Summit Advisors LLC
UNCHANGED5,3005,30000%$786.0K$721.0K-$65.0K2026-10-28
American Institute for Advanced Investment Management, LLP
DECREASED5,2985,797-499-9%$859.8K$720.7K-$139.0K2026-11-03
Creative Financial Designs Inc
DECREASED5,2855,540-255-5%$821.7K$718.9K-$102.8K2026-11-04
Hoxton Planning & Management, LLC
DECREASED5,2825,286-40%$784.0K$718.6K-$65.4K2026-10-15
Alhambra Investment Management LLC
DECREASED5,2655,318-53-1%$788.7K$716.2K-$72.5K2026-10-15
KW Wealth Management LLC
NEW5,261—+5,261——$715.7K—2026-10-28
UMB Private Wealth Management, LLC
NEW5,256—+5,256——$715.0K—2026-10-19
First Heartland Consultants, Inc.
DECREASED5,2495,919-670-11%$877.8K$714.0K-$163.8K2026-10-08
3Chopt Investment Partners, LLC
DECREASED5,2385,600-362-6%$830.5K$712.6K-$118.0K2026-10-30
Brady Martz Wealth Solutions, LLC
INCREASED5,2363,727+1,509+40%$552.7K$712.3K+$159.6K2026-11-05
Sunpointe, LLC
DECREASED5,2215,394-173-3%$800.0K$710.2K-$89.8K2026-10-22
KOM Wealth Management Group, LLC
DECREASED5,2168,235-3,019-37%$1.2M$709.6K-$511.7K2026-10-15
Legacy Wealth Partners, LLC
DECREASED5,2025,463-261-5%$810.2K$707.7K-$102.5K2026-10-15
Willow Creek Wealth Management Inc.
UNCHANGED5,2025,20200%$771.5K$707.7K-$63.8K2026-10-26
JGP Wealth Management, LLC
UNCHANGED5,1965,19600%$770.6K$706.9K-$63.8K2026-10-13
Financial Insights, Inc.
INCREASED5,1824,594+588+13%$681.3K$705.0K+$23.6K2026-10-27
Fourpath Capital Management, LLC
DECREASED5,1685,173-50%$767.2K$703.1K-$64.2K2026-10-19
Ledyard National Bank
DECREASED5,1665,811-645-11%$861.8K$702.8K-$159.0K2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED5,1634,666+497+11%$692.0K$702.4K+$10.4K2026-10-23
Chicago Capital, LLC
UNCHANGED5,1185,11800%$759.0K$696.2K-$62.8K2026-10-13
Financial Perspectives, Inc
INCREASED5,1005,069+31+1%$751.7K$693.8K-$57.9K2026-11-03
O'Keefe Stevens Advisory, Inc.
UNCHANGED5,0995,09900%$756.2K$693.7K-$62.6K2026-10-09
Alpine Bank Wealth Management
DECREASED5,09715,385-10,288-67%$2.3M$693.4K-$1.6M2026-10-16
Gilman Hill Asset Management, LLC
UNCHANGED5,0755,07500%$752.7K$690.4K-$62.3K2026-10-13
Cowa, LLC
UNCHANGED5,0555,05500%$749.7K$687.7K-$62.0K2026-10-30
Mosley Wealth Management
DECREASED5,0455,183-138-3%$768.6K$692.2K-$76.4K2026-10-16
Fire Capital Management LLC
NEW5,018—+5,018——$682.6K—2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,9835,194-211-4%$770.3K$677.9K-$92.4K2026-10-14
BluePrint Investing LLC
UNCHANGED4,9494,94900%$734.0K$673.3K-$60.7K2026-10-14
Uptick Partners, LLC
INCREASED4,9424,900+42+1%$726.7K$672.4K-$54.3K2026-11-04
Daymark Wealth Partners, LLC
INCREASED4,9394,911+28+1%$728.4K$671.8K-$56.5K2026-11-04
High Probability Advisors, LLC
UNCHANGED4,9374,93700%$732.2K$671.6K-$60.6K2026-10-19
E&G Advisors, LLC
UNCHANGED4,9274,92700%$730.7K$670.3K-$60.5K2026-10-13
Willis Johnson Wealth, Inc.
DECREASED4,9056,221-1,316-21%$922.6K$667.3K-$255.3K2026-11-03
21 West Wealth Management LLC
DECREASED4,8955,271-376-7%$781.7K$665.9K-$115.8K2026-10-13
Main Street Group, LTD
INCREASED4,8644,854+10+0%$720.0K$661.6K-$58.3K2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED4,8404,904-64-1%$727.3K$658.4K-$68.9K2026-10-29
Bayban
UNCHANGED4,8324,83200%$716.6K$716.6K$02026-11-05
Wealth Group Ltd
DECREASED4,8234,889-66-1%$725.1K$668.1K-$57.0K2026-10-07
LMG Wealth Partners, LLC
INCREASED4,8214,751+70+1%$704.6K$655.8K-$48.8K2026-11-05
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED4,8184,829-110%$716.2K$655.4K-$60.7K2026-10-29
Nemes Rush Group LLC
DECREASED4,7714,813-42-1%$713.7K$649.0K-$64.8K2026-11-04
Winthrop Advisory Group LLC
DECREASED4,7595,057-298-6%$750.0K$647.4K-$102.5K2026-10-22
Live Oak Private Wealth LLC
INCREASED4,7444,712+32+1%$698.8K$645.4K-$53.5K2026-11-02
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED4,7325,079-347-7%$753.3K$643.7K-$109.5K2026-10-14
Salem Investment Counselors Inc
DECREASED4,7294,977-248-5%$738.1K$643.3K-$94.8K2026-10-13
LFG Wealth Partners, LLC
DECREASED4,70517,105-12,400-72%$2.5M$640.1K-$1.9M2026-10-28
North Star Investment Management Corp.
INCREASED4,6964,692+4+0%$695.9K$638.8K-$57.1K2026-10-27
Financial Council, LLC
INCREASED4,6844,608+76+2%$683.4K$637.2K-$46.2K2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED4,67721,948-17,271-79%$3.2M$648.6K-$2.6M2026-11-04
Portland Financial Advisors Inc
INCREASED4,6774,137+540+13%$613.6K$636.3K+$22.7K2026-10-26
Nilsine Partners, LLC
INCREASED4,6744,117+557+14%$610.7K$635.9K+$25.3K2026-11-02
Twelve Points Wealth Management LLC
DECREASED4,6725,714-1,042-18%$847.4K$655.4K-$192.0K2026-11-03
Finley Financial, LLC
UNCHANGED4,6604,66000%$691.1K$638.3K-$52.8K2026-10-28
Balefire, LLC
DECREASED4,6565,795-1,139-20%$859.5K$633.4K-$226.1K2026-10-09
Clear Point Advisors Inc.
INCREASED4,6464,275+371+9%$634.1K$632.0K-$2.1K2026-10-30
Insight Wealth Strategies, LLC
DECREASED4,6444,668-24-1%$688.7K$631.8K-$56.9K2026-10-09
Flywheel Private Wealth LLC
DECREASED4,6384,824-186-4%$715.6K$631.0K-$84.6K2026-11-02
Bernardo Wealth Planning LLC
INCREASED4,6302,312+2,318+100%$343.0K$630.0K+$287.0K2026-10-23
Appleton Partners Inc
DECREASED4,6304,832-202-4%$717.0K$630-$716.4K2026-10-30
Patten & Patten Inc
UNCHANGED4,6274,62700%$686.2K$629.4K-$56.8K2026-10-26
Orange Investment Advisors, Inc.
DECREASED4,6064,618-120%$684.9K$626.6K-$58.3K2026-10-23
Lazard Freres Gestion S.A.S.
UNCHANGED4,6024,60200%$682.0K$626.0K-$56.0K2026-11-03
Peddock Capital Advisors, LLC
UNCHANGED4,6024,60200%$682.5K$626.0K-$56.4K2026-10-16
Symphony Financial, Ltd. Co.
DECREASED4,5774,675-98-2%$691.7K$624.2K-$67.4K2026-10-22
Beacon Bank & Trust
UNCHANGED4,5554,55500%$675.6K$619.7K-$55.9K2026-10-27
Occidental Asset Management, LLC
DECREASED4,5396,454-1,915-30%$957.1K$617.4K-$339.7K2026-11-05
Sfam, LLC
DECREASED4,5214,539-180%$673.2K$615.1K-$58.1K2026-11-03
Philadelphia Trust Co
DECREASED4,5204,555-35-1%$676.0K$615.0K-$61.0K2026-11-05
Sensible Money, LLC
DECREASED4,4847,483-2,999-40%$1.1M$610.0K-$499.8K2026-10-20
Nautilus Advisors LLC
INCREASED4,4844,290+194+5%$624.5K$610.0K-$14.4K2026-10-07
Doliver Advisors, LP
UNCHANGED4,4774,47700%$664.0K$609.1K-$54.9K2026-10-01
Milestone Asset Management Group, LLC
INCREASED4,4634,247+216+5%$629.9K$607.2K-$22.7K2026-10-20
Correct Capital Wealth Management
DECREASED4,4584,459-10%$661.3K$606.6K-$54.7K2026-11-02
MV Capital Management, Inc.
INCREASED4,4514,402+49+1%$652.9K$605.5K-$47.3K2026-10-29
Howard Capital Management Group, LLC
UNCHANGED4,4494,44900%$659.8K$605.2K-$54.6K2026-10-16
Avondale Wealth Management
INCREASED4,4433,830+613+16%$568.0K$604.4K+$36.4K2026-10-15
Arnold Financial Planning LLC
DECREASED4,4404,654-214-5%$690.2K$604.0K-$86.2K2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED4,4354,404+31+1%$653.2K$603.3K-$49.9K2026-10-30
Evansbrook LLC
INCREASED4,4314,304+127+3%$638.3K$602.8K-$35.5K2026-10-16
Guyasuta Investment Advisors Inc
DECREASED4,4294,652-223-5%$690.0K$602.6K-$87.4K2026-10-15
Keystone Wealth Services, LLC
INCREASED4,4214,162+259+6%$617.2K$605.3K-$11.9K2026-11-03
Kachkovsky & Fisher, Inc.
DECREASED4,3894,407-180%$653.7K$597.1K-$56.6K2026-10-21
Nabity-Jensen Investment Management Inc
UNCHANGED4,3804,38000%$649.6K$595.9K-$53.7K2026-10-23
Balboa Wealth Partners
DECREASED4,3614,399-38-1%$652.4K$593.3K-$59.1K2026-10-20
Pine Haven Investment Counsel, Inc
UNCHANGED4,3454,34500%$644.4K$591.1K-$53.3K2026-11-02
Clarity Wealth Advisors, LLC
INCREASED4,3344,254+80+2%$630.9K$589.6K-$41.3K2026-10-21
Ashton Thomas Securities, LLC
NEW4,325—+4,325——$575.7K—2026-10-26
Cornerstone Planning Group LLC
DECREASED4,3094,637-328-7%$676.0K$592.8K-$83.2K2026-10-16
FC Advisory LLC
INCREASED4,3094,284+25+1%$635.4K$586.2K-$49.1K2026-10-05
Unique Wealth Strategies, LLC
UNCHANGED4,3054,30500%$638.4K$638.4K$02026-10-13
Courage Miller Partners, LLC
DECREASED4,2934,309-160%$639.0K$584.0K-$55.0K2026-10-21
Pinnacle Financial Group, LLC / IL
DECREASED4,2834,432-149-3%$657.3K$582.6K-$74.7K2026-10-29
Advisor OS, LLC
DECREASED4,2814,490-209-5%$666.0K$582.4K-$83.6K2026-11-03
Altus Wealth Group LLC
INCREASED4,2763,749+527+14%$556.0K$581.7K+$25.7K2026-10-20
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED4,2704,27000%$633.3K$580.9K-$52.4K2026-10-09
First Premier Bank
DECREASED4,2594,266-70%$633$579-$542026-10-13
Ballentine Capital Advisors, Inc
INCREASED4,2493,908+341+9%$579.6K$578.0K-$1.6K2026-10-14
EPG Wealth Management LLC
INCREASED4,2494,231+18+0%$627.5K$578.0K-$49.5K2026-11-03
Lauer Wealth, LLC
INCREASED4,2424,084+158+4%$593.7K$582.5K-$11.3K2026-10-13
Brown, Lisle Ings, Inc.
INCREASED4,2154,214+1+0%$625.0K$573.4K-$51.6K2026-10-16
Dale Q Rice Investment Management Ltd
INCREASED4,2053,966+239+6%$588.2K$572.1K-$16.1K2026-10-09
L.K. Benson & Company, P.C.
NEW4,192—+4,192——$570.2K—2026-10-23
GreatBanc Trust Co
DECREASED4,1854,340-155-4%$643.7K$569.3K-$74.3K2026-11-04
Woodmont Investment Counsel LLC
INCREASED4,1634,090+73+2%$606.6K$566.3K-$40.3K2026-10-29
Leisure Capital Management
UNCHANGED4,1584,15800%$616.7K$565.7K-$51.0K2026-11-03
SFG Wealth Management, Llc.
INCREASED4,1564,043+113+3%$599.6K$565.3K-$34.2K2026-10-23
Orgel Wealth Management, LLC
UNCHANGED4,1334,13300%$612.9K$562.2K-$50.7K2026-10-14
Baker Tilly Wealth Management, LLC
DECREASED4,1324,511-379-8%$669.0K$562.1K-$106.9K2026-10-05
Bath Savings Trust Co
INCREASED4,0993,283+816+25%$486.9K$557.6K+$70.7K2026-10-07
Capital City Trust Co
DECREASED4,0944,794-700-15%$711.0K$556.9K-$154.1K2026-10-22
Diversified Enterprises, LLC
INCREASED4,0913,963+128+3%$587.7K$556.5K-$31.3K2026-10-19
Worth Asset Management, LLC
NEW4,078—+4,078——$554.8K—2026-10-07
Gouws Capital LLC
INCREASED4,0654,025+40+1%$596.9K$553.0K-$43.9K2026-10-09
Bluedoor Private Wealth, LLC
UNCHANGED4,0524,05200%$601.0K$551.2K-$49.7K2026-11-05
Kooman & Associates
DECREASED4,0384,045-70%$599.9K$549.3K-$50.6K2026-10-21
LAM Group, Inc.
UNCHANGED4,0004,00000%$593.2K$544.2K-$49.1K2026-10-26
HighRoad Wealth Advisors, LLC
DECREASED3,9604,022-62-2%$596.5K$538.7K-$57.8K2026-10-14
Decker Wealth Management LLC
UNCHANGED3,9563,95600%$586.7K$538.2K-$48.5K2026-10-09
Saxon Interests, Inc.
DECREASED3,9389,891-5,953-60%$1.5M$535.7K-$931.2K2026-10-26
Investment Research Partners LLC
DECREASED3,9243,932-80%$583.2K$533.9K-$49.3K2026-10-19
Aufman Associates Inc
DECREASED3,9063,931-25-1%$583.0K$531.3K-$51.6K2026-11-04
Balance Wealth Partners LLC
DECREASED3,9055,717-1,812-32%$847.9K$531.2K-$316.7K2026-10-27
Prospera Capital Management, LLC
INCREASED3,8943,876+18+0%$569.1K$529.8K-$39.3K2026-10-19
Lantz Financial LLC
DECREASED3,8933,942-49-1%$584.7K$529.6K-$55.0K2026-10-15
F&V Capital Management, LLC
UNCHANGED3,8803,88000%$575.0K$528-$574.5K2026-10-19
ADG Wealth Management Group, LLC
DECREASED3,8694,119-250-6%$611.0K$526.4K-$84.6K2026-10-23
Washington Trust Bank
INCREASED3,8573,265+592+18%$484.2K$524.7K+$40.5K2026-11-03
McCarley & Cook Financial Planners
UNCHANGED3,8523,85200%$571.3K$524.1K-$47.2K2026-10-21
Duncker Streett & Co Inc
UNCHANGED3,8433,84300%$569.9K$522.8K-$47.2K2026-10-27
GW Henssler & Associates LTD
INCREASED3,8383,696+142+4%$548.2K$522.1K-$26.1K2026-10-26
ARS Investment Partners, LLC
UNCHANGED3,8283,82800%$567.7K$520.8K-$47.0K2026-11-05
Veracity Capital LLC
DECREASED3,7943,832-38-1%$568.3K$516.1K-$52.1K2026-10-08
Primoris Wealth Advisors, LLC
UNCHANGED3,7763,77600%$560.0K$513.8K-$46.2K2026-10-28
Avail Investment Partners, LLC
DECREASED3,7643,772-80%$559.5K$512.1K-$47.4K2026-10-16
Capitol Family Office, Inc.
DECREASED3,75735,835-32,078-90%$5.3M$511.1K-$4.8M2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED3,7543,75400%$556.8K$510.7K-$46.1K2026-10-15
Grant Private Wealth Management Inc
DECREASED3,7404,040-300-7%$599.2K$508.8K-$90.4K2026-10-19
SteelPeak Wealth, LLC
DECREASED3,7173,807-90-2%$564.7K$505.7K-$59.0K2026-10-16
Core Wealth Partners LLC
INCREASED3,7002,840+860+30%$421.2K$503.3K+$82.1K2026-11-02
Bfsg, LLC
UNCHANGED3,6883,68800%$547.0K$501.7K-$45.3K2026-10-30
Ashford Advisors, LLC
UNCHANGED3,6853,68500%$546.5K$501.3K-$45.2K2026-11-02
Sentinel Trust Co LBA
UNCHANGED3,6723,67200%$545$500.0K+$499.5K2026-11-03
Essential Investment Partners LLC
INCREASED3,658682+2,976+436%$101.1K$497.6K+$396.5K2026-10-27
Hixon Zuercher, LLC
UNCHANGED3,6563,65600%$542.2K$497.4K-$44.9K2026-10-13
Taylor & Morgan Wealth Management, LLC
INCREASED3,6523,651+1+0%$541.4K$496.8K-$44.7K2026-10-09
Kwmg, LLC
DECREASED3,6513,662-110%$543.1K$496.7K-$46.4K2026-10-07
Howard Wealth Management, LLC
INCREASED3,6343,632+2+0%$538.8K$494.4K-$44.4K2026-10-28
SeaCrest Wealth Management, LLC
INCREASED3,6243,381+243+7%$501.4K$493.1K-$8.3K2026-10-21
3Edge Asset Management, LP
DECREASED3,6093,742-133-4%$555.0K$490.9K-$64.1K2026-10-30
CFM Wealth Partners LLC
UNCHANGED3,5773,57700%$530.5K$486.6K-$43.9K2026-11-05
Private Management Group Inc
DECREASED3,5613,576-150%$530.4K$484.4K-$45.9K2026-11-04
Ejmk Ventures LLC
UNCHANGED3,5343,53400%$524.1K$480.8K-$43.4K2026-10-21
Kendall Capital Management
INCREASED3,5212,644+877+33%$392.1K$479.0K+$86.9K2026-10-23
Private Wealth Management Group, LLC
INCREASED3,5033,363+140+4%$498.8K$476.5K-$22.2K2026-10-19
Shepherd Financial Partners LLC
UNCHANGED3,5023,50200%$519.4K$476.4K-$43.0K2026-11-03
KCM Investment Advisors LLC
UNCHANGED3,5003,50000%$519.1K$476.1K-$42.9K2026-10-27
Rayburn West Financial Services LLC
UNCHANGED3,5003,50000%$519.1K$476.1K-$42.9K2026-11-03
LifeSteps Financial, Inc.
DECREASED3,4963,599-103-3%$533.8K$475.6K-$58.2K2026-10-15
Radnor Capital Management, LLC
INCREASED3,4953,295+200+6%$488.7K$475.5K-$13.2K2026-10-23
Oarsman Capital, Inc.
INCREASED3,4832,899+584+20%$430.0K$473.8K+$43.9K2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
DECREASED3,4633,594-131-4%$533.0K$471.1K-$61.9K2026-10-22
Petros Family Wealth, LLC
DECREASED3,4623,911-449-11%$580.0K$471.0K-$109.0K2026-10-28
Polaris Investment Advisors, LLC
DECREASED3,4523,949-497-13%$585.7K$469.6K-$116.1K2026-10-20
Avantax Planning Partners, Inc.
INCREASED3,4472,577+870+34%$382.2K$468.9K+$86.7K2026-11-03
Carbahal Olsen Financial Services Group, LLC
DECREASED3,4323,770-338-9%$559.2K$466.9K-$92.3K2026-11-05
KFG LLC
NEW3,414—+3,414——$464.4K—2026-11-02
Everett Harris & Co
UNCHANGED3,4003,40000%$504.3K$462.5K-$41.7K2026-10-28
Willner & Heller, LLC
DECREASED3,3813,454-73-2%$512.3K$459.9K-$52.4K2026-10-28
Ballast, Inc.
UNCHANGED3,3743,37400%$500.4K$459.0K-$41.4K2026-10-20
CGN Advisors LLC
INCREASED3,3652,911+454+16%$431.7K$457.8K+$26.1K2026-10-21
Independent Wealth Network Inc.
DECREASED3,3653,380-150%$501.3K$457.7K-$43.6K2026-10-19
Equita Financial Network, Inc.
INCREASED3,3303,264+66+2%$484.1K$453.0K-$31.1K2026-10-19
Fortune Financial Group, Inc.
UNCHANGED3,3163,31600%$491.7K$451.0K-$40.7K2026-10-22
Fund Evaluation Group, LLC
INCREASED3,3083,306+2+0%$490.3K$450.0K-$40.4K2026-11-05
TCP Asset Management, LLC
DECREASED3,3043,367-63-2%$499.3K$457.6K-$41.7K2026-10-14
Garner Asset Management Corp
DECREASED3,3033,657-354-10%$542.4K$458.9K-$83.6K2026-10-30
DKM Wealth Management, Inc.
DECREASED3,3013,352-51-2%$497.1K$449.1K-$48.1K2026-10-09
Stirlingshire Investments, Inc.
INCREASED3,2983,131+167+5%$464.4K$448.6K-$15.7K2026-11-05
Somerset Trust Co
DECREASED3,2633,582-319-9%$531.2K$443.9K-$87.3K2026-10-13
LexAurum Advisors, LLC
INCREASED3,2563,201+55+2%$474.8K$443.0K-$31.8K2026-10-19
Prairie Advisory, LLC
INCREASED3,2481,481+1,767+119%$219.6K$441.9K+$222.2K2026-10-19
Henderson Brothers Financial Partners, LLC
INCREASED3,2482,974+274+9%$441.0K$441.8K+$8312026-11-03
Everhart Financial Group, Inc.
DECREASED3,2383,593-355-10%$532.9K$440.5K-$92.4K2026-10-08
Independent Wealth Advisors LLC
INCREASED3,2373,222+15+0%$477.9K$440.4K-$37.5K2026-10-27
Bensler, LLC
DECREASED3,2173,404-187-5%$504.9K$437.6K-$67.3K2026-11-05
Segment Wealth Management, LLC
INCREASED3,2102,550+660+26%$378.2K$436.7K+$58.5K2026-10-26
Aprio Wealth Management, LLC
INCREASED3,1892,453+736+30%$363.9K$433.8K+$70.0K2026-10-28
Mogy Joel R Investment Counsel Inc
INCREASED3,174313+2,861+914%$46.4K$431.8K+$385.4K2026-10-13
Weaver Capital Management LLC
UNCHANGED3,1693,16900%$393.9K$431.1K+$37.2K2026-10-15
Tassel Capital Management, Inc.
DECREASED3,1673,173-60%$470.6K$430.9K-$39.7K2026-10-20
Arbor Wealth Advisors LLC
UNCHANGED3,1643,16400%$469.3K$430.4K-$38.8K2026-10-09
RAM Investment Partners, LLC
INCREASED3,1611,702+1,459+86%$252.4K$430.0K+$177.6K2026-10-21
Asempa Wealth Advisors
DECREASED3,1613,505-344-10%$519.8K$433.0K-$86.8K2026-10-07
Wetzel Investment Advisors, Inc.
DECREASED3,1603,335-175-5%$494.6K$429.9K-$64.7K2026-10-13
Mitchell Capital Management Co
DECREASED3,1573,225-68-2%$478.3K$429.5K-$48.8K2026-10-29
Norden Group LLC
DECREASED3,1353,287-152-5%$487.4K$426.4K-$61.0K2026-10-20
Tenzing Financial LLC
DECREASED3,1323,147-150%$462.0K$425.4K-$36.7K2026-11-03
Guardian Asset Advisors, LLC
DECREASED3,1273,141-140%$465.7K$425.4K-$40.3K2026-10-16
Elevatus Welath Management
INCREASED3,1032,206+897+41%$327.1K$422.1K+$95.0K2026-10-19
William Howard & Co Financial Advisors Inc
UNCHANGED3,1033,10300%$460.2K$422.2K-$38.0K2026-11-04
Wagner Wealth Management, LLC
DECREASED3,1013,612-511-14%$535.7K$421.9K-$113.8K2026-10-21
Rainey & Randall Wealth Advisors Inc.
INCREASED3,0963,087+9+0%$457.8K$421.2K-$36.6K2026-10-26
Highland Capital Management, LLC
UNCHANGED3,0933,09300%$458.7K$420.8K-$38.0K2026-10-26
Dagco, Inc.
DECREASED3,0913,241-150-5%$480.7K$420.5K-$60.2K2026-10-20
Mcrae Capital Management Inc
INCREASED3,0862,871+215+7%$425.8K$419.9K-$5.9K2026-10-15
Professional Financial Advisors, LLC
INCREASED3,0843,082+2+0%$457.1K$419.5K-$37.6K2026-10-13
Lawood & Co
UNCHANGED3,0723,07200%$455.6K$417.9K-$37.7K2026-10-09
Redmond Asset Management, LLC
DECREASED3,0563,064-80%$454.4K$415.7K-$38.7K2026-10-27
Parkside Investments, LLC
DECREASED3,0464,370-1,324-30%$648.2K$414.4K-$233.8K2026-10-20
Sage Capital Management, LLC
INCREASED3,0413,035+6+0%$450.2K$414.0K-$36.2K2026-10-20
Adelphi Trust Co
INCREASED3,0351,684+1,351+80%$249.8K$412.9K+$163.1K2026-10-05
PDS Planning, Inc
INCREASED3,0221,987+1,035+52%$294.6K$411.1K+$116.5K2026-11-03
Sima Wealth Partners, LLC
UNCHANGED3,0163,01600%$447.3K$410.3K-$37.0K2026-10-19
DDD Partners, LLC
DECREASED3,0144,563-1,549-34%$676.7K$410.0K-$266.7K2026-11-02
Level Wealth Management LLC
INCREASED3,0062,916+90+3%$432.5K$408.9K-$23.5K2026-10-23
Downshift Financial, LLC
INCREASED3,0043,003+1+0%$445.3K$408.7K-$36.6K2026-10-13
Towerpoint Wealth, LLC
DECREASED2,9953,032-37-1%$449.7K$407.4K-$42.3K2026-10-13
Penobscot Wealth Management
DECREASED2,9803,112-132-4%$461.6K$405.4K-$56.2K2026-10-21
Acorn Financial Advisory Services Inc
INCREASED2,9792,757+222+8%$408.9K$405.3K-$3.6K2026-11-02
Andrews Advisory Associates, LLC
UNCHANGED2,9732,97300%$440.9K$404.4K-$36.5K2026-10-15
Investment Partners Asset Management, Inc.
DECREASED2,9713,005-34-1%$445.7K$404.2K-$41.5K2026-10-09
KFG Wealth Management, LLC
INCREASED2,9542,734+220+8%$405.5K$401.8K-$3.6K2026-10-16
Whalen Wealth Management Inc.
INCREASED2,9522,475+477+19%$367.0K$401.6K+$34.6K2026-10-08
WealthPlan Investment Management, LLC
UNCHANGED2,9482,94800%$437.1K$401.0K-$36.1K2026-10-15
Bond & Devick Financial Network, Inc.
INCREASED2,9462,606+340+13%$386.5K$400.8K+$14.3K2026-10-23
Studio Investment Management LLC
DECREASED2,9203,915-995-25%$580.6K$397.2K-$183.4K2026-10-22
Midwest Capital Advisors, LLC
INCREASED2,9012,898+3+0%$429.7K$394.7K-$35.1K2026-11-04
Hickory Point Bank & Trust
UNCHANGED2,9012,90100%$430.2K$394.7K-$35.6K2026-10-01
Kingsman Wealth Management, Inc.
DECREASED2,8962,906-100%$431.0K$394.0K-$37.1K2026-10-13
Pacific Sage Partners, LLC
DECREASED2,8952,957-62-2%$438.6K$393.8K-$44.7K2026-10-21
Innova Wealth Partners
UNCHANGED2,8922,89200%$428.9K$393.4K-$35.5K2026-10-21
Traveka Wealth, LLC
UNCHANGED2,8802,88000%$427.1K$391.8K-$35.3K2026-10-19
Epiq Partners, LLC
INCREASED2,8752,852+23+1%$423.0K$391.1K-$31.9K2026-10-07
PW Nova Financial Services LLC
DECREASED2,8553,381-526-16%$501.4K$388.4K-$113.0K2026-10-15
Kaydan Wealth Management, Inc.
DECREASED2,8513,195-344-11%$473.9K$387.9K-$86.0K2026-10-08
Graetz Wealth LLC
DECREASED2,8482,890-42-1%$428.7K$387.5K-$41.2K2026-10-27
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED2,8472,84700%$422.2K$387.3K-$34.9K2026-10-15
Poehling Capital Management, Inc.
INCREASED2,8442,843+1+0%$421.7K$386.9K-$34.8K2026-10-20
Investmark Advisory Group LLC
INCREASED2,8432,432+411+17%$360.7K$387.0K+$26.3K2026-10-27
Johnson Bixby & Associates, LLC
INCREASED2,8242,820+4+0%$418.2K$384.1K-$34.1K2026-10-14
Northbridge Financial Group, LLC
DECREASED2,8193,260-441-14%$483.5K$391.5K-$92.1K2026-11-05
Watershed Private Wealth LLC
DECREASED2,8103,021-211-7%$448.1K$382.3K-$65.8K2026-10-30
Forum Financial Management, LP
INCREASED2,8062,370+436+18%$351.5K$381.7K+$30.2K2026-10-16
Colonial River Investments, LLC
INCREASED2,8052,083+722+35%$308.9K$381.6K+$72.7K2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED2,8052,377+428+18%$352.6K$381.6K+$29.0K2026-10-19
Frisco Financial Planning LLC
INCREASED2,8012,792+9+0%$414.1K$381.0K-$33.2K2026-10-05
ARS Wealth Advisors Group, LLC
INCREASED2,8002,636+164+6%$390.9K$380.9K-$10.0K2026-10-16
Rhodes Investment Advisors Inc
INCREASED2,7972,466+331+13%$365.7K$380.5K+$14.8K2026-10-07
Rainier Family Wealth Inc
DECREASED2,7962,992-196-7%$443.7K$380.4K-$63.4K2026-11-02
Sterling Investment Management, LLC
DECREASED2,7952,797-20%$414.8K$380.2K-$34.6K2026-10-16
Clarity Capital Advisors, LLC
INCREASED2,7772,768+9+0%$410.5K$377.7K-$32.7K2026-10-27
Woodstock Corp
INCREASED2,7742,773+1+0%$411.3K$377.3K-$34.0K2026-10-13
Seelaus Asset Management LLC
DECREASED2,7662,913-147-5%$432.0K$376.2K-$55.8K2026-10-14
Buttonwood Financial Advisors Inc.
DECREASED2,7652,873-108-4%$426.1K$376.2K-$49.9K2026-10-13
Riverbend Wealth Management, LLC
INCREASED2,7492,604+145+6%$386.2K$373.9K-$12.3K2026-10-15
Sage Rhino Capital LLC
UNCHANGED2,7442,74400%$407.0K$373.3K-$33.7K2026-10-28
FWG Investments, Llc.
DECREASED2,7412,860-119-4%$424.2K$372.8K-$51.4K2026-11-03
RMR Capital Management, LLC
UNCHANGED2,7292,72900%$404.7K$371.3K-$33.5K2026-10-23
Endeavor Private Wealth, Inc.
DECREASED2,7273,142-415-13%$466.0K$371.0K-$95.0K2026-11-05
Opal Wealth Advisors, LLC
UNCHANGED2,7182,71800%$403.1K$369.8K-$33.4K2026-10-16
Davidson Investment Advisors
INCREASED2,7052,637+68+3%$391.1K$368.0K-$23.1K2026-10-20
Rockingstone Advisors LLC
UNCHANGED2,7052,70500%$401.2K$368.0K-$33.2K2026-10-16
Ellsworth Advisors, LLC
NEW2,691—+2,691——$366.1K—2026-10-15
Elevated Capital Advisors, LLC
DECREASED2,6832,714-31-1%$402.5K$364.9K-$37.5K2026-11-04
Ethic Inc.
DECREASED2,68110,478-7,797-74%$1.6M$364.8K-$1.2M2026-11-03
Sentry LLC
DECREASED2,6682,980-312-10%$442.0K$363.0K-$79.0K2026-10-30
Market Street Wealth Management Advisors LLC
DECREASED2,6632,992-329-11%$443.7K$362.3K-$81.5K2026-10-09
Krane Financial Solutions LLC
INCREASED2,6562,653+3+0%$393.5K$361.3K-$32.2K2026-10-30
Tsfg, LLC
DECREASED2,6464,576-1,930-42%$679.0K$360-$678.6K2026-10-23
Clearwave Capital, LLC
INCREASED2,6422,633+9+0%$390.5K$359.4K-$31.2K2026-10-27
Walleye Partners, LLC
UNCHANGED2,6402,64000%$391.5K$359.1K-$32.4K2026-10-13
Harbor Asset Planning, Inc.
DECREASED2,6282,760-132-5%$409.4K$357.5K-$51.9K2026-10-23
Steinberganna Wealth Management
INCREASED2,6162,611+5+0%$387.3K$355.9K-$31.4K2026-10-23
Frank, Rimerman Advisors LLC
INCREASED2,6152,614+1+0%$387.8K$355.7K-$32.1K2026-10-16
Richard P Slaughter Associates Inc
NEW2,609—+2,609——$354.9K—2026-10-13
Fermata Advisors, LLC
INCREASED2,6022,531+71+3%$375.3K$353.9K-$21.4K2026-10-13
Wilkerson Advisory Group LLC
DECREASED2,6002,696-96-4%$399.8K$353.7K-$46.1K2026-10-20
FF Advisors,LLC
INCREASED2,5962,222+374+17%$329.5K$353.2K+$23.6K2026-10-21
Gerber, LLC
UNCHANGED2,5932,59300%$384.5K$352.7K-$31.8K2026-10-21
Stiles Financial Services Inc
DECREASED2,5872,668-81-3%$395.6K$352.0K-$43.6K2026-10-30
Wealthstar Advisors, LLC
NEW2,580—+2,580——$351.0K—2026-10-19
Canandaigua National Bank & Trust Co
DECREASED2,5788,273-5,695-69%$1.2M$350.7K-$876.3K2026-10-07
Good Harbor Advisors, Inc.
DECREASED2,5752,615-40-2%$387.9K$350.4K-$37.5K2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED2,5542,55400%$378.8K$347.4K-$31.3K2026-10-30
Anchor Capital Advisors LLC
INCREASED2,5532,140+413+19%$317.4K$347.3K+$29.9K2026-11-05
Cardinal Point Capital Management ULC
INCREASED2,5522,547+5+0%$377.7K$347.2K-$30.5K2026-10-21
Stephen J. Garry & Associates, LLC
UNCHANGED2,5462,54600%$377.6K$346.4K-$31.2K2026-11-05
Tenon Financial LLC
INCREASED2,5342,533+1+0%$375.6K$344.8K-$30.9K2026-10-14
Strata Wealth Advisors, LLC
DECREASED2,5252,670-145-5%$396.0K$343.5K-$52.5K2026-10-16
Welch Group, LLC
INCREASED2,5212,152+369+17%$319.1K$342.9K+$23.8K2026-10-29
Granville Capital, Inc.
DECREASED2,5205,091-2,571-50%$755.0K$342.8K-$412.2K2026-11-05
Boyum Wealth Architects LLC
UNCHANGED2,5192,51900%$365.2K$349.0K-$16.2K2026-10-06
Ddfg, Inc
INCREASED2,5152,237+278+12%$331.8K$342.2K+$10.4K2026-10-15
Signet Investment Advisory Group, Inc.
UNCHANGED2,5072,50700%$371.8K$341.1K-$30.8K2026-10-30
D.B. Root & Company, LLC
INCREASED2,4922,490+2+0%$369.3K$339.0K-$30.3K2026-11-04
Reflection Asset Management
UNCHANGED2,4822,48200%$368.1K$337.6K-$30.4K2026-10-28
True Link Financial Advisors, LLC
NEW2,478—+2,478——$337.1K—2026-10-27
Drum Hill Capital, LLC
UNCHANGED2,4652,46500%$365.6K$335.3K-$30.2K2026-10-20
Curtis Advisory Group, LLC
DECREASED2,4592,616-157-6%$388.0K$334.5K-$53.5K2026-10-28
Wealth Analytics Partners, LLC
UNCHANGED2,4482,44800%$355.9K$333.0K-$22.9K2026-10-19
Advisory Advocates, LLC
INCREASED2,4472,078+369+18%$308.2K$332.9K+$24.7K2026-11-05
Lifelong Wealth Advisors, Inc.
INCREASED2,4472,415+32+1%$358.2K$332.9K-$25.3K2026-10-19
Aries Wealth Management
UNCHANGED2,4462,44600%$362.8K$332.8K-$30.0K2026-10-23
Foundry Financial Group, Inc.
UNCHANGED2,4462,44600%$362.8K$332.8K-$30.0K2026-10-28
Stanley-Laman Group, Ltd.
INCREASED2,4432,412+31+1%$357.7K$332.4K-$25.3K2026-10-20
Horst & Graben Wealth Management LLC
INCREASED2,4372,390+47+2%$352.4K$331.5K-$20.9K2026-11-02
Vestia Personal Wealth Advisors
NEW2,435—+2,435——$331.2K—2026-10-20
15 Wealth Advisors LLC
NEW2,432—+2,432——$330.8K—2026-10-14
Purewater Capital LLC
DECREASED2,4072,409-20%$357.3K$327.4K-$29.8K2026-10-23
Cohen Klingenstein LLC
UNCHANGED2,4002,40000%$355.9K$326.5K-$29.4K2026-10-15
Trail Ridge Investment Advisors, LLC
INCREASED2,3942,335+59+3%$346.3K$325.7K-$20.6K2026-10-16
Tableaux LLC
UNCHANGED2,3922,39200%$354.7K$325.3K-$29.3K2026-10-23
Revisor Wealth Management LLC
INCREASED2,3911,949+442+23%$289.2K$325.1K+$35.9K2026-10-20
Heritage Wealth Management, Inc.
INCREASED2,3902,287+103+5%$339.2K$325.1K-$14.1K2026-10-28
Davidson Capital Management Inc.
DECREASED2,3792,384-50%$353.6K$323.6K-$29.9K2026-10-15
Master's Wealth Management Inc.
DECREASED2,3752,411-36-1%$357.6K$323.1K-$34.5K2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED2,3731,448+925+64%$214.8K$322.8K+$108.1K2026-10-16
Trademark Financial Management, LLC
DECREASED2,3702,812-442-16%$417.0K$322.4K-$94.6K2026-10-23
Realta Investment Advisors
DECREASED2,3522,593-241-9%$384.6K$320.0K-$64.7K2026-10-14
Southland Equity Partners LLC
DECREASED2,3382,401-63-3%$356.1K$318.1K-$38.0K2026-10-14
Moneywise, Inc.
DECREASED2,3333,112-779-25%$461.5K$317.3K-$144.2K2026-10-30
Isthmus Partners, LLC
INCREASED2,3251,859+466+25%$275.7K$316.3K+$40.6K2026-10-21
BOS Asset Management, LLC
UNCHANGED2,3152,31500%$343.4K$315.0K-$28.4K2026-10-09
Pegasus Asset Management, Inc.
INCREASED2,3142,155+159+7%$319.6K$314.8K-$4.8K2026-11-03
Financial Consulate, Inc
DECREASED2,3102,388-78-3%$354.1K$314.3K-$39.9K2026-10-23
Sanders Morris Harris LLC
NEW2,306—+2,306——$318.9K—2026-10-14
Independence Bank of Kentucky
INCREASED2,3051,850+455+25%$274.4K$313.6K+$39.2K2026-10-26
West Bancorporation Inc
INCREASED2,3012,292+9+0%$339.9K$313.0K-$26.9K2026-10-29
Strategy Asset Managers LLC
DECREASED2,3012,304-30%$341.7K$313.1K-$28.7K2026-10-14
Base Wealth Management LLC
NEW2,291—+2,291——$311.7K—2026-10-21
Portfolio Resources Advisor Group, Inc.
DECREASED2,2867,344-5,058-69%$1.1M$311.0K-$778.2K2026-10-20
Richardson Capital Management LLC
DECREASED2,2862,349-63-3%$348.4K$311.1K-$37.4K2026-10-23
Davidson Trust Co
INCREASED2,2621,639+623+38%$243.1K$307.7K+$64.6K2026-10-09
Chris Bulman Inc
DECREASED2,2502,327-77-3%$345.1K$306.1K-$39.0K2026-10-20
Ifrah Financial Services, Inc.
INCREASED2,2482,160+88+4%$320.4K$305.8K-$14.5K2026-10-13
Shum Financial Group, Inc.
DECREASED2,2432,305-62-3%$341.9K$305.1K-$36.7K2026-10-13
Bank of New Hampshire
DECREASED2,2382,278-40-2%$337.9K$304.5K-$33.4K2026-10-06
Briggs Wealth Management, Inc
UNCHANGED2,2382,23800%$331.9K$304.5K-$27.5K2026-10-26
Patten Group, Inc.
INCREASED2,2352,181+54+2%$323.5K$304.0K-$19.4K2026-10-26
Carret Asset Management, LLC
INCREASED2,2261,935+291+15%$287.0K$302.8K+$15.9K2026-11-04
Infinity Wealth Counsel, LLC
DECREASED2,2242,382-158-7%$353.3K$302.6K-$50.7K2026-10-15
Financial Synergies Wealth Advisors, Inc.
NEW2,221—+2,221——$302.2K—2026-10-16
Syntegra Private Wealth Group, LLC
INCREASED2,2172,072+145+7%$307.3K$301.6K-$5.7K2026-10-13
Morton Capital Management LLC
UNCHANGED2,2172,21700%$328.8K$301.6K-$27.2K2026-10-23
Members Wealth LLC
DECREASED2,2152,292-77-3%$340.0K$303.7K-$36.3K2026-10-20
DeLarme Wealth Management, Inc.
DECREASED2,2042,257-53-2%$334.7K$299.9K-$34.8K2026-10-30
Bill Few Associates, Inc.
INCREASED2,1992,145+54+3%$318.1K$299.2K-$19.0K2026-10-09
Concord Wealth Partners
INCREASED2,1982,197+1+0%$325.8K$299.1K-$26.7K2026-11-02
55 North Private Wealth, LLC
DECREASED2,1852,285-100-4%$338.9K$297.2K-$41.7K2026-10-20
Compass Planning Associates Inc
DECREASED2,1752,371-196-8%$351.6K$295.9K-$55.7K2026-10-13
Birchwood Financial Partners, Inc.
DECREASED2,1692,176-70%$322.7K$295.0K-$27.7K2026-11-02
Curated Wealth Partners LLC
UNCHANGED2,1602,16000%$320.4K$293.8K-$26.5K2026-10-15
Blodgett Wealth Advisors, LLC
DECREASED2,1452,295-150-7%$340.4K$291.8K-$48.6K2026-10-23
Valued Wealth Advisors LLC
INCREASED2,1371,919+218+11%$284.6K$290.7K+$6.1K2026-11-05
Sterling Wealth Management, Inc.
DECREASED2,1362,140-40%$317.5K$290.6K-$26.8K2026-10-23
SRH Advisors, LLC
UNCHANGED2,1292,12900%$315.8K$289.6K-$26.1K2026-10-22
Burk Holdings LLC
DECREASED2,1212,654-533-20%$393.5K$288.5K-$105.1K2026-11-05
Soundwatch Capital LLC
INCREASED2,1202,119+1+0%$314.3K$293.6K-$20.7K2026-11-04
Maia Wealth LLC
DECREASED2,1183,224-1,106-34%$478.2K$288.1K-$190.1K2026-10-19
Sidoxia Capital Management, LLC
UNCHANGED2,1122,11200%$313.2K$287.3K-$25.9K2026-10-28
Presilium Private Wealth, LLC
DECREASED2,1092,197-88-4%$325.9K$286.9K-$38.9K2026-10-26
City State Bank
DECREASED2,1082,134-26-1%$316.5K$286.8K-$29.7K2026-10-20
Voisard Asset Management Group, Inc.
DECREASED2,1072,112-50%$313.2K$286.6K-$26.6K2026-10-13
ICW Investment Advisors LLC
UNCHANGED2,1042,10400%$312.1K$286.3K-$25.8K2026-10-27
Avaii Wealth Management, LLC
DECREASED2,1012,420-319-13%$358.9K$291.0K-$67.9K2026-10-09
LongView Wealth Management
INCREASED2,0992,006+93+5%$297.5K$285.5K-$12.0K2026-10-19
Latitude Advisors, LLC
NEW2,096—+2,096——$285.2K—2026-10-27
Hardworking Capital Advisors, LLC
NEW2,096—+2,096——$285.1K—2026-10-20
Winnacle Wealth LLC
DECREASED2,0863,413-1,327-39%$506.2K$283.8K-$222.4K2026-10-15
Nicollet Investment Management, Inc.
INCREASED2,0851,885+200+11%$280.0K$284-$279.7K2026-10-14
First Community Trust NA
NEW2,078—+2,078——$282.7K—2026-10-07
Foguth Wealth Management, Llc.
INCREASED2,0781,812+266+15%$262.9K$282.5K+$19.6K2026-10-19
Successful Portfolios LLC
INCREASED2,0732,072+1+0%$301.6K$288.1K-$13.5K2026-10-09
Adamsbrown Wealth Consultants LLC
INCREASED2,0651,768+297+17%$262.2K$280.9K+$18.6K2026-10-20
Foundry Financial LLC
INCREASED2,0641,407+657+47%$208.7K$280.7K+$72.0K2026-10-16
Dudley Capital Management, LLC
UNCHANGED2,0642,06400%$306.1K$280.8K-$25.3K2026-10-23
Thompson Siegel & Walmsley LLC
UNCHANGED2,0592,05900%$305.0K$280.0K-$25.0K2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW2,048—+2,048——$278.6K—2026-10-20
Allodium Investment Consultants, LLC
INCREASED2,0472,041+6+0%$302.8K$278.5K-$24.3K2026-10-14
Gradient Investments LLC
INCREASED2,0381,885+153+8%$279.5K$277.3K-$2.2K2026-10-08
Swmg, LLC
DECREASED2,0332,180-147-7%$316.9K$281.8K-$35.1K2026-10-23
Patton Albertson Miller Group, LLC
UNCHANGED2,0302,03000%$301.1K$276.2K-$24.9K2026-10-26
Global Financial Private Client, LLC
UNCHANGED2,0182,01800%$299.3K$274.5K-$24.8K2026-10-15
Souders Financial Advisors
DECREASED2,0112,050-39-2%$304.0K$273.5K-$30.5K2026-11-03
Eclectic Associates Inc
UNCHANGED2,0062,00600%$297.5K$272.9K-$24.6K2026-10-09
Thrive Capital Management, LLC
INCREASED2,0041,787+217+12%$265.0K$272.7K+$7.7K2026-10-28
Dickmeyer Boyce Financial Management, Inc.
INCREASED2,0041,945+59+3%$288.4K$272.6K-$15.8K2026-10-08
William Mack & Associates, Inc.
DECREASED2,0002,187-187-9%$324.4K$272.1K-$52.3K2026-10-27
Daytona Street Capital LLC
UNCHANGED2,0002,00000%$291.2K$278.5K-$12.7K2026-10-15
Platform Technology Partners
DECREASED1,9992,105-106-5%$312.1K$272.0K-$40.1K2026-11-02
Guardian Wealth Advisors, LLC
INCREASED1,9901,945+45+2%$288.5K$277.9K-$10.6K2026-10-30
Oak Barrel Wealth Advisory LLC
INCREASED1,9831,982+1+0%$293.9K$269.7K-$24.2K2026-11-05
TME Financial, Inc.
INCREASED1,9771,745+232+13%$258.8K$268.9K+$10.1K2026-10-14
Alexander Randolph Advisory, Inc.
INCREASED1,9601,937+23+1%$287.3K$266.6K-$20.7K2026-11-04
Tepp RIA, LLC
NEW1,954—+1,954——$265.8K—2026-10-14
DecisionPoint Financial, LLC
INCREASED1,953346+1,607+464%$51.0K$267.5K+$216.5K2026-10-27
Stonebridge Financial Group, LLC
INCREASED1,9531,680+273+16%$249.1K$265.6K+$16.5K2026-10-01
Miramontes Capital, LLC
INCREASED1,9531,882+71+4%$279.1K$265.7K-$13.4K2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED1,9501,95000%$289.2K$265.3K-$23.9K2026-10-15
Hughes Financial Services, LLC
INCREASED1,9441,872+72+4%$277.6K$276.1K-$1.6K2026-10-30
Redw Wealth LLC
DECREASED1,9272,035-108-5%$301.8K$262.1K-$39.7K2026-11-02
Inspire Trust Co, N.A.
INCREASED1,9251,855+70+4%$275.1K$261.9K-$13.2K2026-11-05
Transce3nd, LLC
NEW1,924—+1,924——$265.1K—2026-10-26
Strategent Financial, LLC
INCREASED1,9221,817+105+6%$269.5K$261.5K-$8.0K2026-10-30
Fairman Group, LLC
INCREASED1,9221,917+5+0%$284.4K$261.4K-$22.9K2026-10-26
Integrated Wealth Management
DECREASED1,9161,957-41-2%$290.2K$260.7K-$29.5K2026-10-19
Archford Capital Strategies, LLC
DECREASED1,9152,083-168-8%$308.9K$260.5K-$48.4K2026-10-19
Walled Lake Planning & Wealth Management, LLC
INCREASED1,9151,873+42+2%$277.7K$260.6K-$17.2K2026-10-29
Atlas Private Wealth Advisors
INCREASED1,8971,892+5+0%$280.5K$258.1K-$22.4K2026-10-23
Versant Capital Management, Inc
DECREASED1,8961,933-37-2%$286.7K$257.9K-$28.8K2026-10-02
Parcion Private Wealth LLC
DECREASED1,8901,925-35-2%$285.5K$257.1K-$28.4K2026-10-28
Lakeshore Capital Group, Inc.
UNCHANGED1,8901,89000%$280.2K$257.1K-$23.2K2026-10-20
Rockport Wealth LLC
DECREASED1,8811,997-116-6%$296.2K$255.9K-$40.3K2026-11-03
Brindle & Bay Financial Advisors, LLC
DECREASED1,8811,952-71-4%$289.5K$255.9K-$33.6K2026-10-15
Aspen Investment Management Inc
UNCHANGED1,8781,87800%$279$255.0K+$254.7K2026-11-05
Trust Co
DECREASED1,8763,234-1,358-42%$479.6K$255.2K-$224.4K2026-10-09
Legacy Bridge, LLC
UNCHANGED1,8711,87100%$277.5K$254.5K-$23.0K2026-10-28
Gordian Advisors LLC
INCREASED1,8701,373+497+36%$203.6K$254.4K+$50.8K2026-10-30
Rydar Equities, Inc.
INCREASED1,8521,846+6+0%$269.7K$253.9K-$15.9K2026-10-13
Breachway Investments LLC
UNCHANGED1,8451,84500%$273.6K$251.0K-$22.6K2026-10-19
Iron Financial LLC
DECREASED1,8422,388-546-23%$354.2K$250.6K-$103.6K2026-10-23
Nadler Financial Group, Inc.
NEW1,836—+1,836——$249.8K—2026-10-23
Jacobs & Co
UNCHANGED1,8361,83600%$272$249-$232026-10-09
Stablepoint Partners, LLC
DECREASED1,8341,848-14-1%$274.1K$249.5K-$24.6K2026-11-03
Madrona Financial Services, LLC
INCREASED1,8331,802+31+2%$267.2K$249.3K-$17.9K2026-10-23
JIM Saulnier & Associates, LLC
DECREASED1,8302,109-279-13%$312.8K$249.0K-$63.8K2026-11-04
Private Client Services, LLC
DECREASED1,8282,009-181-9%$298.0K$248.7K-$49.3K2026-10-02
Arista Wealth Management, LLC
DECREASED1,8281,848-20-1%$274.1K$248.7K-$25.4K2026-10-29
Inspirion Wealth Advisors, LLC
DECREASED1,8131,831-18-1%$270.1K$246.6K-$23.5K2026-10-09
Piscataqua Savings Bank
UNCHANGED1,7981,79800%$266.7K$244.6K-$22.1K2026-10-21
Investment Research & Advisory Group, Inc.
DECREASED1,7932,055-262-13%$325.2K$263.8K-$61.4K2026-10-19
Princeton Capital Management LLC
DECREASED1,7851,795-10-1%$266.2K$242.8K-$23.5K2026-10-27
RS Crum Inc.
INCREASED1,7841,778+6+0%$263.7K$242.7K-$21.0K2026-10-19
Community Bank & Trust, Waco, Texas
UNCHANGED1,7761,77600%$263.0K$242-$262.8K2026-10-19
Advisory Solutions Group, LLC
NEW1,775—+1,775——$241.5K—2026-10-14
Stenger Family Office, LLC
UNCHANGED1,7741,77400%$263.1K$244.1K-$19.0K2026-10-22
Hanson & Doremus Investment Management
UNCHANGED1,7731,77300%$263.0K$241-$262.8K2026-10-16
Tortuga Wealth Management, Inc
UNCHANGED1,7721,77200%$262.9K$241.4K-$21.6K2026-10-27
Rosenberg Matthew Hamilton
DECREASED1,7702,030-260-13%$301.1K$240.8K-$60.3K2026-10-05
Smith Salley Wealth Management
DECREASED1,7701,877-107-6%$278.3K$240.8K-$37.5K2026-11-03
Tanager Wealth Management LLP
NEW1,764—+1,764——$240.0K—2026-10-19
Hengehold Capital Management LLC
DECREASED1,7641,831-67-4%$271.6K$240.0K-$31.6K2026-10-16
Kraft, Davis & Associates, LLC
INCREASED1,7621,753+9+1%$252.0K$239.7K-$12.3K2026-10-21
Avant Financial Advisors LLC
UNCHANGED1,7601,76000%$261.0K$239.4K-$21.6K2026-11-02
River's Edge Wealth Management, LLC
DECREASED1,7561,807-51-3%$264.1K$238.6K-$25.5K2026-10-19
AM Investment Strategies LLC
UNCHANGED1,7551,75500%$260$239.0K+$238.7K2026-11-05
Navigate Wealth Management, LLC
INCREASED1,7521,559+193+12%$227.6K$241.0K+$13.3K2026-10-14
High Note Wealth, LLC
UNCHANGED1,7401,74000%$258.1K$236.7K-$21.3K2026-10-27
Portside Wealth Group, LLC
DECREASED1,7352,375-640-27%$352.2K$236.0K-$116.2K2026-10-20
Barnes Dennig Private Wealth Management LLC
INCREASED1,7321,730+2+0%$256.6K$235.7K-$20.9K2026-10-30
Bear Mountain Capital, Inc.
INCREASED1,728533+1,195+224%$77.5K$234.9K+$157.4K2026-11-04
First Financial Corp
DECREASED1,7251,860-135-7%$275.9K$234.7K-$41.2K2026-10-13
Waterfront Wealth Inc.
UNCHANGED1,7221,72200%$250.7K$237.2K-$13.5K2026-11-03
Detalus Advisors, LLC
NEW1,719—+1,719——$233.9K—2026-10-15
Insight Inv LLC
UNCHANGED1,7161,71600%$254.5K$233.4K-$21.1K2026-10-27
GenWealth Group, Inc.
INCREASED1,7081,704+4+0%$252.8K$232.4K-$20.3K2026-10-16
Mcdonald Partners LLC
UNCHANGED1,7081,70800%$253.3K$232.4K-$21.0K2026-11-03
Phoenix Wealth Advisors
NEW1,705—+1,705——$231.9K—2026-11-03
Zullo Investment Group, Inc.
DECREASED1,7001,902-202-11%$282.2K$231.3K-$50.9K2026-10-20
James Investment Research, Inc.
INCREASED1,6941,620+74+5%$240.3K$230.5K-$9.8K2026-10-22
Gen-Wealth Partners Inc
INCREASED1,6901,687+3+0%$250.2K$229.9K-$20.2K2026-11-04
Heffernan Advisory, Inc
NEW1,689—+1,689——$229.8K—2026-10-13
BCO Wealth Management LLC
DECREASED1,6861,744-58-3%$258.7K$229.4K-$29.3K2026-10-14
Simplex Trading, LLC
DECREASED1,6833,849-2,166-56%$570.8K$229.0K-$341.9K2026-11-04
Jacksonville Wealth Management, LLC
UNCHANGED1,6741,67400%$248.3K$227.7K-$20.5K2026-10-30
Leuthold Group, LLC
INCREASED1,6681,618+50+3%$240.0K$226.9K-$13.1K2026-11-04
Curran Financial Partners, LLC
DECREASED1,6661,816-150-8%$269.4K$226.7K-$42.7K2026-11-04
Kestra Investment Management, LLC
DECREASED1,6611,987-326-16%$294.7K$226.0K-$68.7K2026-11-04
Ascent Wealth Partners, LLC
DECREASED1,6591,662-30%$246.5K$225.7K-$20.8K2026-10-23
Harfst & Associates, Inc.
NEW1,658—+1,658——$225.6K—2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED1,6571,612+45+3%$239.0K$225-$238.8K2026-10-14
Integris Wealth Management, LLC
UNCHANGED1,6511,65100%$244.9K$224.6K-$20.3K2026-10-14
J. L. Bainbridge & Co., Inc.
UNCHANGED1,6471,64700%$244.3K$224.1K-$20.2K2026-10-20
Midwest Financial Partners Investments, Inc.
DECREASED1,6463,337-1,691-51%$495.0K$224.0K-$271.0K2026-10-08
Code Waechter LLC
DECREASED1,6461,674-28-2%$248.3K$223.9K-$24.3K2026-10-23
WoodTrust Financial Corp
UNCHANGED1,6451,64500%$244.0K$224-$243.8K2026-10-09
Waystone Advisors LLC
UNCHANGED1,6451,64500%$244.0K$244.0K$02026-10-16
Archvest Wealth Advisors, Inc.
UNCHANGED1,6431,64300%$243.7K$223.5K-$20.2K2026-10-29
Gutierrez Wealth Advisory, LLC
DECREASED1,6381,714-76-4%$254.2K$222.8K-$31.4K2026-11-02
Orca Wealth Management, LLC
INCREASED1,6381,632+6+0%$242.0K$222.8K-$19.2K2026-10-14
Gibbs Wealth Management
DECREASED1,6281,660-32-2%$246.2K$221.4K-$24.8K2026-10-22
Cane Capital Partners, LLC
INCREASED1,6261,504+122+8%$223.0K$221.2K-$1.8K2026-10-23
Sierra Ocean, LLC
DECREASED1,6231,729-106-6%$256.4K$220.7K-$35.6K2026-11-03
Beaumont Asset Management, L.L.C.
UNCHANGED1,6171,61700%$239.8K$220.0K-$19.8K2026-10-16
Leelyn Smith, LLC
NEW1,615—+1,615——$219.7K—2026-11-03
Apeiron RIA LLC
DECREASED1,6131,643-30-2%$243.6K$220.9K-$22.7K2026-10-08
MRA Advisory Group
UNCHANGED1,6131,61300%$239.2K$219.4K-$19.8K2026-10-07
Gibson Capital, LLC
NEW1,600—+1,600——$217.7K—2026-10-23
Farrell Financial LLC
INCREASED1,5941,590+4+0%$235.7K$216.9K-$18.9K2026-10-16
Register Financial Advisors LLC
INCREASED1,5901,380+210+15%$204.6K$216.3K+$11.6K2026-10-23
Meritas Wealth Management, LLC
DECREASED1,5901,610-20-1%$238.8K$216.4K-$22.4K2026-10-14
MY Wealth Management Inc.
UNCHANGED1,5891,58900%$235.7K$216.2K-$19.5K2026-10-21
Selective Wealth Management, Inc.
DECREASED1,5861,596-10-1%$233.1K$217.6K-$15.5K2026-10-16
Cannon Financial Strategists, Inc.
INCREASED1,5811,523+58+4%$225.9K$215.1K-$10.8K2026-10-19
Clientfirst Wealth Management, LLC
UNCHANGED1,5801,58000%$234.3K$214.9K-$19.4K2026-11-04
J. Derek Lewis & Associates Inc.
INCREASED1,5791,542+37+2%$228.8K$214.8K-$14.0K2026-11-03
GuidedMoney, LLC
UNCHANGED1,5731,57300%$233.3K$214.0K-$19.3K2026-10-29
Tucker Asset Management LLC
INCREASED1,5721,111+461+41%$164.8K$213.9K+$49.1K2026-10-29
Bauman Advisory Group, LLC
DECREASED1,5721,588-16-1%$235.6K$213.8K-$21.8K2026-10-29
Stackstone Wealth, LLC
NEW1,567—+1,567——$213.2K—2026-10-19
Align Financial, LLC
UNCHANGED1,5641,56400%$232.0K$212.8K-$19.2K2026-10-16
Western Financial Corp
DECREASED1,5631,661-98-6%$246.4K$212.6K-$33.8K2026-10-14
Saxony Capital Management, LLC
INCREASED1,5631,562+1+0%$231.7K$212.6K-$19.1K2026-10-15
Cypress Capital Group
UNCHANGED1,5551,55500%$230.6K$211.5K-$19.1K2026-11-03
Oak Harvest Investment Services
INCREASED1,5521,549+3+0%$229.7K$211.1K-$18.5K2026-10-20
Intelligence Driven Advisers, LLC
DECREASED1,5471,637-90-5%$242.8K$210.5K-$32.3K2026-10-09
Wrenne Financial Planning LLC
UNCHANGED1,5471,54700%$229.4K$210.5K-$19.0K2026-10-30
SJS Investment Consulting Inc.
INCREASED1,5411,536+5+0%$227.8K$209.6K-$18.2K2026-10-26
LifePlan Financial, LLC
DECREASED1,5401,695-155-9%$251.4K$211.5K-$39.9K2026-10-13
Golden Bell Financial Planning LLC
UNCHANGED1,5301,53000%$226.9K$208.1K-$18.8K2026-11-02
Cornerstone Wealth, LLC
DECREASED1,5251,852-327-18%$270.7K$210.8K-$59.9K2026-10-28
Symmetry Partners, LLC
NEW1,522—+1,522——$207.1K—2026-10-27
Westbourne Investment Advisors, Inc.
UNCHANGED1,5201,52000%$225.4K$206.8K-$18.7K2026-10-20
Wealth Quarterback LLC
DECREASED1,5181,548-30-2%$229.6K$206.5K-$23.1K2026-10-20
Heritage Family Offices, LLP
INCREASED1,5171,515+2+0%$224.7K$206.4K-$18.3K2026-11-02
J. Safra Sarasin Holding AG
INCREASED1,5111,493+18+1%$221.5K$205.6K-$15.9K2026-10-26
Snider Financial Group
UNCHANGED1,5081,50800%$223.7K$205.1K-$18.5K2026-10-16
Three Arch Wealth Management LLC
INCREASED1,5011,437+64+4%$213.1K$204.2K-$8.9K2026-10-20
Vertrix Wealth Management, LLC
INCREASED1,4961,407+89+6%$208.7K$203.5K-$5.1K2026-10-13
Amarillo National Bank
UNCHANGED1,4801,48000%$219.5K$201.3K-$18.2K2026-10-23
Matauro, LLC
INCREASED1,4781,462+16+1%$216.8K$201.0K-$15.7K2026-11-03
Carlson Financial, Inc.
DECREASED1,4761,568-92-6%$232.5K$200.7K-$31.7K2026-11-05
Great Lakes Retirement, Inc.
NEW1,472—+1,472——$200.2K—2026-10-26
Accelerate Investment Advisors LLC
INCREASED1,4721,464+8+1%$217.0K$200.3K-$16.7K2026-11-02
CMH Wealth Management LLC
DECREASED1,4691,619-150-9%$240.1K$199.8K-$40.3K2026-10-22
Trellis Wealth Advisors LLC
UNCHANGED1,4541,45400%$215.7K$197.8K-$17.8K2026-10-19
Triton Wealth Management, Pllc
DECREASED1,4531,457-40%$209.4K$206.7K-$2.7K2026-11-04
Capital Investment Counsel, Inc
INCREASED1,4421,296+146+11%$192.2K$196.2K+$4.0K2026-10-20
Global Assets Advisory, LLC
DECREASED1,4361,595-159-10%$236.8K$200.1K-$36.6K2026-10-28
Essential Partners LLC
INCREASED1,4081,392+16+1%$206.4K$191.5K-$14.9K2026-10-14
Atwood & Palmer Inc
INCREASED1,4071,406+1+0%$208.6K$191.4K-$17.2K2026-10-08
3 Factor Indexing, LLC
UNCHANGED1,3951,39500%$206.9K$189.8K-$17.1K2026-10-15
CGC Financial Services, LLC
UNCHANGED1,3481,34800%$199.9K$183.4K-$16.5K2026-10-13
Gleason Group, Inc.
NEW1,332—+1,332——$181.2K—2026-10-15
DT Investment Partners, LLC
UNCHANGED1,3051,30500%$193.5K$177.5K-$16.0K2026-10-27
Piedmont Capital Management, LLC
UNCHANGED1,2791,27900%$189.7K$174.0K-$15.7K2026-10-21
Manchester Capital Management LLC
UNCHANGED1,2701,27000%$188.4K$172.8K-$15.6K2026-10-22
Lodestone Wealth Management LLC
INCREASED1,2401,236+4+0%$183.4K$168.7K-$14.6K2026-10-14
Creative Capital Management Investments LLC
DECREASED1,2371,368-131-10%$202.9K$168.3K-$34.6K2026-10-28
Mill Capital Management, LLC
UNCHANGED1,2001,20000%$178.0K$163.2K-$14.7K2026-10-26
Global Trust Asset Management, LLC
UNCHANGED1,1671,16700%$173.1K$158.8K-$14.3K2026-10-19
North Point Portfolio Managers Corp
NEW1,137—+1,137——$154.7K—2026-10-07
Gilpin Wealth Management, LLC
INCREASED1,1181,087+31+3%$161.2K$152.1K-$9.1K2026-10-09
Northstar Asset Management Co
UNCHANGED1,1001,10000%$159.3K$151.6K-$7.8K2026-10-22
CFG Wealth Management Services, Inc.
NEW1,090—+1,090——$149.3K—2026-10-21
Tounjian Advisory Partners, LLC
NEW1,080—+1,080——$146.9K—2026-11-04
Signature Equity Partners, LLC
INCREASED1,078981+97+10%$145.5K$146.6K+$1.2K2026-10-29
Kingdom Financial Group Llc.
INCREASED1,006613+393+64%$90.9K$136.8K+$45.9K2026-11-04
Evensky & Katz LLC
INCREASED999733+266+36%$109.0K$136-$108.9K2026-10-27
Morton Brown Family Wealth, LLC
INCREASED955636+319+50%$94.3K$129.9K+$35.6K2026-10-23
Nfsg Corp
DECREASED955957-20%$142.0K$130.0K-$12.0K2026-10-15
Chilton Capital Management LLC
UNCHANGED94294200%$139.7K$128.2K-$11.6K2026-10-28
Country Trust Bank
INCREASED924328+596+182%$48.6K$125.7K+$77.1K2026-10-30
Old Second National Bank of Aurora
UNCHANGED92392300%$136.9K$125.6K-$11.3K2026-10-22
Activest Wealth Management
DECREASED8701,027-157-15%$152.3K$118.4K-$33.9K2026-10-15
Strengthening Families & Communities, LLC
INCREASED826823+3+0%$122.0K$112.3K-$9.7K2026-10-21
Reyes Financial Architecture, Inc.
UNCHANGED82482400%$122.2K$112.1K-$10.1K2026-10-22
Silver Grove Financial Group, Inc.
DECREASED7882,468-1,680-68%$366.0K$107.2K-$258.8K2026-11-05
Morling Financial Advisors, LLC
DECREASED781868-87-10%$128.8K$106.2K-$22.5K2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED78078000%$115.7K$106.1K-$9.6K2026-10-16
James T. Borello RIA
UNCHANGED73773700%$109.3K$100.3K-$9.0K2026-10-16
Kroeger Financial Partners
UNCHANGED73573500%$109.0K$100.0K-$9.0K2026-10-19
GoalVest Advisory LLC
INCREASED732699+33+5%$103.7K$99.6K-$4.1K2026-10-02
Chapman Financial Group, LLC
UNCHANGED69869800%$103.5K$95.0K-$8.6K2026-10-26
Pacifica Partners Inc.
UNCHANGED69669600%$101.9K$95.3K-$6.6K2026-10-09
Frankly Finances, LLC
UNCHANGED69069000%$102.3K$93.9K-$8.5K2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED688738-50-7%$109.5K$93.6K-$15.9K2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED66066000%$97.9K$89.8K-$8.1K2026-11-03
MTM Investment Management, LLC
INCREASED638637+1+0%$94.5K$86.8K-$7.7K2026-10-30
Key Capital Management, Inc
INCREASED626298+328+110%$44.2K$85.2K+$41.0K2026-11-03
Highline Wealth Partners LLC
INCREASED614544+70+13%$80.7K$83.5K+$2.8K2026-10-19
DeDora Capital, Inc.
NEW608—+608——$82.7K—2026-10-26
Elevate Wealth Advisory, Inc
UNCHANGED54354300%$80.5K$73.9K-$6.7K2026-10-29
Cape Investment Advisory, Inc.
INCREASED542497+45+9%$73.8K$73.8K+$372026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED542559-17-3%$63.0K$18.1K-$45.0K2026-11-04
Triumph Capital Management
INCREASED527507+20+4%$75.2K$71.7K-$3.5K2026-10-14
Davis Capital Management
UNCHANGED51851800%$76.8K$70.5K-$6.4K2026-10-08
Marshall & Sterling Wealth Advisors Inc.
INCREASED515514+1+0%$76.3K$70.0K-$6.3K2026-10-28
Southern Michigan Bank & Trust
INCREASED509502+7+1%$74.5K$69.2K-$5.2K2026-10-19
Fairscale Capital, LLC
UNCHANGED50950900%$75.5K$71.4K-$4.1K2026-11-04
RMG Wealth Management LLC
INCREASED496245+251+102%$36.5K$68.5K+$32.0K2026-10-26
NorthAvenue LLC
DECREASED485507-22-4%$75.1K$65.9K-$9.2K2026-10-29
Holos Integrated Wealth LLC
INCREASED481458+23+5%$66.6K$65.3K-$1.3K2026-10-23
Quaker Wealth Management, LLC
INCREASED460458+2+0%$67.9K$62.5K-$5.4K2026-10-22
Acima Private Wealth, LLC
DECREASED449465-16-3%$69.0K$61.1K-$7.9K2026-10-05
Financial Network Wealth Advisors LLC
INCREASED443410+33+8%$60.8K$60.3K-$5412026-10-28
Investors Research Corp
INCREASED432224+208+93%$33.2K$58.8K+$25.5K2026-10-07
First United Bank & Trust
UNCHANGED42142100%$62.4K$57.3K-$5.2K2026-10-22
SYM Financial Corp
INCREASED420101+319+316%$15.0K$57.2K+$42.2K2026-10-26
Hurley Capital, LLC
NEW414—+414——$56.3K—2026-11-05
Montgomery Financial Services LLC
UNCHANGED40440400%$59.9K$55.0K-$5.0K2026-11-03
West Branch Capital LLC
UNCHANGED37537500%$55.6K$51.0K-$4.6K2026-10-20
Navigoe, LLC
UNCHANGED37537500%$55$51.0K+$50.9K2026-11-04
Ashurst Perkins Coie Trust Co
UNCHANGED37237200%$55.2K$50.6K-$4.6K2026-10-15
Hamilton Point Investment Advisors, LLC
UNCHANGED37037000%$54.9K$50.3K-$4.5K2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED35935900%$53.2K$48.8K-$4.4K2026-11-04
Sunrise Financial Services, LLC
DECREASED350352-2-1%$52.2K$47.6K-$4.6K2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED35035000%$51.9K$47.6K-$4.3K2026-11-02
Hudson Edge Investment Partners Inc.
DECREASED345685-340-50%$101.6K$46.9K-$54.7K2026-10-28
Cornerstone National Bank & Trust Co
UNCHANGED32132100%$47.4K$44.0K-$3.4K2026-10-20
Advantage Trust Co
UNCHANGED30730700%$45.5K$41.8K-$3.8K2026-10-19
Atlantic Edge Private Wealth Management, LLC
DECREASED29710,267-9,970-97%$1.5M$40.4K-$1.5M2026-10-20
Covestor Ltd
DECREASED297309-12-4%$46.0K$40-$46.0K2026-10-30
Pflug Koory, LLC
UNCHANGED29429400%$43.6K$40.1K-$3.5K2026-10-26
BankChampaign, National Association
INCREASED292208+84+40%$30.8K$39.7K+$8.9K2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED29029000%$43.0K$39.5K-$3.6K2026-10-23
Canton Hathaway, LLC
UNCHANGED28428400%$42.1K$38.6K-$3.5K2026-10-23
Foresight Capital Management Advisors, Inc.
NEW281—+281——$38.2K—2026-10-27
Bulwark Capital Corp
UNCHANGED27227200%$40.3K$37.0K-$3.3K2026-10-13
Signature Resources Capital Management, LLC
INCREASED269267+2+1%$39.6K$36.6K-$3.0K2026-10-16
Redwood Park Advisors LLC
INCREASED256255+1+0%$37.8K$34.8K-$3.0K2026-11-02
Bank & Trust Co
UNCHANGED25225200%$37.4K$34.3K-$3.1K2026-10-07
Peoples Financial Services Corp.
UNCHANGED25025000%$37.1K$34.0K-$3.1K2026-10-20
Reicon Wealth Advisors, LLC
DECREASED244260-16-6%$38.6K$33.2K-$5.4K2026-11-04
True Wealth Design, LLC
DECREASED244259-15-6%$38.4K$33.2K-$5.2K2026-10-13
Hoey Investments, Inc
UNCHANGED23323300%$34.6K$31.7K-$2.9K2026-10-29
Cdkv Holdings LLC
UNCHANGED22422400%$33.2K$30.5K-$2.7K2026-10-28
Kopp Family Office, LLC
DECREASED219331-112-34%$49.1K$45.0K-$4.1K2026-10-21
Evolution Wealth Management Inc.
DECREASED219249-30-12%$36.9K$29.8K-$7.1K2026-10-28
Your Advocates Ltd., LLP
DECREASED217227-10-4%$33.7K$29.5K-$4.1K2026-11-03
Kings Path Partners LLC
INCREASED21082+128+156%$12.2K$28.6K+$16.4K2026-10-21
Lloyd Advisory Services, Llc.
DECREASED200210-10-5%$31.1K$27.2K-$3.9K2026-11-02
Towne Trust Company, N.a
INCREASED19138+153+403%$5.6K$26.0K+$20.3K2026-10-28
Entrust Financial LLC
INCREASED191190+1+1%$28.3K$26.0K-$2.2K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1862,246-2,060-92%$333.2K$25.3K-$307.9K2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED16516500%$24.5K$22.6K-$1.9K2026-10-27
Archer Investment Corp
DECREASED157160-3-2%$23.7K$21.4K-$2.4K2026-11-05
Raleigh Capital Management Inc.
INCREASED151140+11+8%$20.7K$20.6K-$1492026-10-28
StrongBox Wealth, LLC
UNCHANGED15115100%$22.4K$20.5K-$1.9K2026-11-02
Peterson Wealth Services
UNCHANGED14014000%$20.8K$19.0K-$1.7K2026-10-26
Community Financial Services Group, LLC
INCREASED139126+13+10%$18.6K$19.0K+$4492026-10-15
Breakwater Investment Management
UNCHANGED13613600%$20.2K$18.5K-$1.7K2026-10-20
WPG Advisers, LLC
UNCHANGED13513500%$20.0K$18.4K-$1.7K2026-10-27
Pioneer Family Office, LLC
INCREASED125106+19+18%$15.7K$17.0K+$1.3K2026-10-30
Vima LLC
UNCHANGED11411400%$16.9K$15.5K-$1.4K2026-10-23
Putney Financial Group LLC
NEW111—+111——$15.1K—2026-10-30
Torren Management, LLC
NEW110—+110——$15.0K—2026-10-29
Carolina Wealth Advisors, LLC
NEW108—+108——$14.7K—2026-10-23
Goodman Advisory Group, LLC
NEW105—+105——$14.3K—2026-11-02
Friedenthal Financial
NEW105—+105——$14.3K—2026-10-27
Armor Investment Advisors, LLC
DECREASED9298-6-6%$14.5K$12.5K-$2.0K2026-10-27
PFS Partners, LLC
INCREASED8887+1+1%$13.0K$11.9K-$1.0K2026-10-21
Networth Advisors, LLC
DECREASED86180-94-52%$26.6K$11.7K-$14.9K2026-11-03
High Point Wealth Management, LLC
UNCHANGED858500%$12.6K$11.6K-$1.0K2026-11-05
Planning Strategies Inc.
UNCHANGED848400%$12.5K$11.4K-$1.0K2026-10-02
Hilton Head Capital Partners, LLC
UNCHANGED808000%$11.9K$10.9K-$9822026-10-23
Clayton Financial Group LLC
NEW79—+79——$10.8K—2026-10-13
GK Wealth Management LLC
NEW78—+78——$10.7K—2026-10-09
Godsey & Gibb, Inc
NEW71—+71——$9.7K—2026-10-14
Peachtree Investment Partners, LLC
UNCHANGED676700%$9.9K$9.1K-$8222026-11-05
Vermillion Wealth Management, Inc.
DECREASED612,167-2,106-97%$321.4K$8.3K-$313.1K2026-10-26
Gables Capital Management Inc.
UNCHANGED606000%$8.9K$8.2K-$7372026-11-04
IMG Wealth Management, Inc.
UNCHANGED565600%$8.3K$7.6K-$6872026-10-27
Eukles Asset Management
NEW54—+54——$7.3K—2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED535300%$7.8K$7.2K-$6452026-10-28
Kozak & Associates, Inc.
DECREASED5063-13-21%$9.3K$7.0K-$2.3K2026-10-29
Byrne Asset Management LLC
UNCHANGED484800%$7.1K$6.6K-$5442026-10-06
Axiom Investment Management LLC
UNCHANGED454500%$6.7K$6.1K-$5522026-11-03
Paladin Partners, LLC
UNCHANGED434300%$6.4K$5.9K-$5272026-10-06
Horizon Financial Services, LLC
UNCHANGED414100%$6.1K$5.6K-$5032026-11-04
Contravisory Investment Management, Inc.
NEW40—+40——$5.4K—2026-10-13
Roxbury Financial LLC
INCREASED3223+9+39%$3.4K$4.4K+$9532026-10-01
Monetary Solutions, Ltd
UNCHANGED313100%$4.6K$4.2K-$3812026-10-22
Tower View Wealth Management LLC
UNCHANGED282800%$4.2K$3.8K-$3312026-10-23
Central Pacific Bank - Trust Division
UNCHANGED272700%$4.0K$3.7K-$3322026-10-06
Hartford Financial Management Inc.
UNCHANGED252500%$3.8K$3.4K-$3112026-10-21
Reap Financial Group, LLC
UNCHANGED242400%$3.6K$3.3K-$2832026-11-02
Advocate Investing Services LLC
UNCHANGED212100%$3.1K$2.9K-$2582026-10-26
Prudent Man Investment Management, Inc.
UNCHANGED181800%$2.2K$2.4K+$2852026-11-03
Team Financial Group, LLC
NEW17—+17——$2.3K—2026-10-30
Robbins Farley
UNCHANGED171700%$2.5K$2.3K-$2092026-10-21
Markowski Investments
UNCHANGED171700%$2.5K$2.3K-$2082026-10-30
Three Bridge Wealth Advisors, LLC
NEW10—+10——$1.4K—2026-11-05
Hager Investment Management Services, LLC
NEW9—+9——$1.2K—2026-11-04
Bay Harbor Wealth Management, LLC
UNCHANGED7700%$1.0K$952-$862026-11-03
Richardson Financial Services Inc.
DECREASED236-34-94%$5.3K$272-$5.1K2026-10-30
Rachor Investment Advisory Services, LLC
UNCHANGED2200%$298$275-$232026-10-29
Retirement Wealth Solutions LLC
DECREASED12-1-50%$237$193-$442026-10-07
CKW Financial Group
UNCHANGED1100%$0$0$02026-10-29
Capital Investment Advisors, LLC
CLOSED0277,795-277,795-100%$41.2M$0-$41.2M2026-10-22
FSA Wealth Partners, Inc.
CLOSED0245,460-245,460-100%$36.4M$0-$36.4M2026-10-26
Royal Fund Management, LLC
CLOSED0126,760-126,760-100%$18.8M$0-$18.8M2026-10-22
Jefferies Financial Group Inc.
CLOSED079,811-79,811-100%$11.8M$0-$11.8M2026-11-05
TBH Global Asset Management, LLC
CLOSED052,059-52,059-100%$7.7M$0-$7.7M2026-11-03
FDx Advisors, Inc.
CLOSED046,848-46,848-100%$6.9M$0-$6.9M2026-11-05
Illinois Municipal Retirement Fund
CLOSED027,500-27,500-100%$4.1M$0-$4.1M2026-11-05
PCG Asset Management, LLC
CLOSED011,037-11,037-100%$1.6M$0-$1.6M2026-11-05
Alpha Wealth Funds, LLC
CLOSED08,963-8,963-100%$1.3M$0-$1.3M2026-11-05
Johnson Financial Group, LLC
CLOSED08,687-8,687-100%$1.3M$0-$1.3M2026-11-03
Vontobel Holding Ltd.
CLOSED08,500-8,500-100%$1.3M$0-$1.3M2026-10-16
Quantum Financial Partners LLC
CLOSED07,920-7,920-100%$1.2M$0-$1.2M2026-10-19
Marks Group Wealth Management, Inc
CLOSED07,863-7,863-100%$1.2M$0-$1.2M2026-11-05
Ardent Capital Management, Inc.
CLOSED05,493-5,493-100%$814.7K$0-$814.7K2026-10-16
Sterling Capital Management LLC
CLOSED03,443-3,443-100%$510.6K$0-$510.6K2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED03,323-3,323-100%$492.8K$0-$492.8K2026-10-16
Teamwork Financial Advisors, LLC
CLOSED03,164-3,164-100%$469.2K$0-$469.2K2026-10-19
Newport Capital Group, LLC
CLOSED02,924-2,924-100%$433.7K$0-$433.7K2026-10-16
B.O.S.S. Retirement Advisors, LLC
CLOSED02,514-2,514-100%$372.9K$0-$372.9K2026-10-26
Compass Financial Group, Inc. (Ohio)
CLOSED02,013-2,013-100%$298.5K$0-$298.5K2026-10-19
Avestar Capital, LLC
CLOSED01,773-1,773-100%$263.0K$0-$263.0K2026-10-28
Independence Wealth Advisors, LLC
CLOSED01,673-1,673-100%$248.1K$0-$248.1K2026-10-29
Agate Pass Investment Management, LLC
CLOSED01,521-1,521-100%$225.6K$0-$225.6K2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED01,515-1,515-100%$224.7K$0-$224.7K2026-10-27
Alterna Wealth Management, Inc
CLOSED01,511-1,511-100%$224.1K$0-$224.1K2026-10-27
Aire Advisors, LLC
CLOSED01,494-1,494-100%$221.6K$0-$221.6K2026-10-22
Fidelity D & D Bancorp Inc
CLOSED01,487-1,487-100%$220.5K$0-$220.5K2026-11-05
Central Valley Advisors, LLC
CLOSED01,450-1,450-100%$215.2K$0-$215.2K2026-10-27
TrueWealth Advisors, LLC
CLOSED01,442-1,442-100%$213.8K$0-$213.8K2026-10-09
Arlington Financial Advisors, LLC
CLOSED01,439-1,439-100%$213.4K$0-$213.4K2026-10-19
Traphagen Investment Advisors LLC
CLOSED01,436-1,436-100%$213.0K$0-$213.0K2026-10-14
Financial Life Advisors
CLOSED01,429-1,429-100%$211.9K$0-$211.9K2026-10-14
Optivise Advisory Services LLC
CLOSED01,419-1,419-100%$210.4K$0-$210.4K2026-10-19
LJI Wealth Management, LLC
CLOSED01,416-1,416-100%$210.0K$0-$210.0K2026-10-28
Burney Co/
CLOSED01,413-1,413-100%$209.5K$0-$209.5K2026-10-15
Paulson Wealth Management Inc.
CLOSED01,410-1,410-100%$209.1K$0-$209.1K2026-11-02
Sky Investment Group LLC
CLOSED01,409-1,409-100%$208.9K$0-$208.9K2026-10-30
4J Wealth Management LLC
CLOSED01,408-1,408-100%$208.9K$0-$208.9K2026-11-02
WestHill Financial Advisors, Inc.
CLOSED01,404-1,404-100%$208.2K$0-$208.2K2026-10-14
Redwood Financial Network Corp
CLOSED01,398-1,398-100%$207.4K$0-$207.4K2026-11-03
Sightline Wealth Advisors, LLC
CLOSED01,396-1,396-100%$207.0K$0-$207.0K2026-10-21
Tabr Capital Management, LLC
CLOSED01,393-1,393-100%$206.6K$0-$206.6K2026-10-20
Beacon Capital Management, LLC
CLOSED01,393-1,393-100%$206.6K$0-$206.6K2026-10-23
Braun-Bostich & Associates Inc.
CLOSED01,385-1,385-100%$205.4K$0-$205.4K2026-10-20
GFG Capital, LLC
CLOSED01,377-1,377-100%$204.2K$0-$204.2K2026-10-16
Tannin Capital LLC
CLOSED01,368-1,368-100%$202.9K$0-$202.9K2026-11-05
Trust Co of the South
CLOSED01,367-1,367-100%$202.7K$0-$202.7K2026-10-21
Milestones Private Investment Advisors LLC
CLOSED01,366-1,366-100%$202.6K$0-$202.6K2026-10-19
Old Peak Finance LLC
CLOSED01,361-1,361-100%$201.9K$0-$201.9K2026-11-02
Focused Alpha, LLC
CLOSED01,360-1,360-100%$201.7K$0-$201.7K2026-10-20
Griffin Asset Management, Inc.
CLOSED01,360-1,360-100%$201.7K$0-$201.7K2026-10-22
DB&C Advisors, LLC
CLOSED01,350-1,350-100%$200.3K$0-$200.3K2026-10-26
Sims Investment Management, LLC
CLOSED01,342-1,342-100%$183.5K$0-$183.5K2026-10-13
Atlatl Advisers LLC
CLOSED01,167-1,167-100%$173.1K$0-$173.1K2026-10-22
Islay Capital Management, LLC
CLOSED01,031-1,031-100%$152.9K$0-$152.9K2026-10-20
Brooklyn FI, LLC
CLOSED0973-973-100%$141.8K$0-$141.8K2026-11-05
Stone House Investment Management, LLC
CLOSED0756-756-100%$112.1K$0-$112.1K2026-10-23
Gill Capital Partners, LLC
CLOSED0371-371-100%$55.0K$0-$55.0K2026-10-13
Robinswood Financial LLC
CLOSED0366-366-100%$54.3K$0-$54.3K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0334-334-100%$49.5K$0-$49.5K2026-10-29
Park National Corp
CLOSED0300-300-100%$44.5K$0-$44.5K2026-10-05
Founders Capital Management
CLOSED0265-265-100%$39.2K$0-$39.2K2026-10-13
Tradewinds Capital Management, LLC
CLOSED084-84-100%$12.5K$0-$12.5K2026-10-23
Bullseye Investment Management, LLC
CLOSED055-55-100%$8.2K$0-$8.2K2026-10-29
Commonwealth Retirement Investments LLC
CLOSED038-38-100%$5.7K$0-$5.7K2026-10-26
New England Capital Financial Advisors LLC
CLOSED02-2-100%$297$0-$2972026-11-03
Financial Management Professionals, Inc.
DECREASED051-51-100%$7.6K$62-$7.6K2026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED000—$2.0M$2.1M+$90.3K2026-10-29
Northwestern Mutual Wealth Management Co
N/A—44,570,998-44,570,998-100%$6.6B———
Bank of America Corp
N/A—33,264,973-33,264,973-100%$4.9B———
FMR LLC
N/A—24,758,624-24,758,624-100%$3.7B———
Jones Financial Companies Lllp
N/A—22,721,296-22,721,296-100%$3.3B———
Morgan Stanley
N/A—19,117,415-19,117,415-100%$2.8B———
LPL Financial LLC
N/A—16,331,080-16,331,080-100%$2.4B———
Envestnet Asset Management Inc
N/A—16,219,396-16,219,396-100%$2.4B———
Wells Fargo & Company
N/A—14,487,402-14,487,402-100%$2.1B———
Raymond James Financial Inc
N/A—14,111,531-14,111,531-100%$2.1B———
UBS Group AG
N/A—10,230,929-10,230,929-100%$1.5B———
Northern Trust Corp
N/A—9,576,682-9,576,682-100%$1.4B———
BlackRock, Inc.
N/A—8,496,986-8,496,986-100%$1.3B———
PNC Financial Services Group, Inc.
N/A—7,491,671-7,491,671-100%$1.1B———
Royal Bank of Canada
N/A—7,471,547-7,471,547-100%$1.1B———
Financial Engines Advisors L.L.C.
N/A—7,373,661-7,373,661-100%$1.1B———
Baird Financial Group, Inc.
N/A—6,603,976-6,603,976-100%$979.4M———
Goldman Sachs Group Inc
N/A—6,520,699-6,520,699-100%$967.1M———
JPMorgan Chase & Co
N/A—5,328,597-5,328,597-100%$785.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—5,014,613-5,014,613-100%$743.7M———
Glenmede Trust Co NA
N/A—4,979,028-4,979,028-100%$738.4M———
Bank of Montreal
N/A—3,996,639-3,996,639-100%$592.7M———
Ameriprise Financial Inc
N/A—3,992,771-3,992,771-100%$592.4M———
Natixis Advisors, LLC
N/A—3,957,643-3,957,643-100%$587.0M———
Acorns Advisers, LLC
N/A—3,675,530-3,675,530-100%$545.1M———
Cerity Partners LLC
N/A—3,587,574-3,587,574-100%$532.1M———
Cresset Asset Management, LLC
N/A—3,353,475-3,353,475-100%$497.4M———
HighTower Advisors, LLC
N/A—3,320,768-3,320,768-100%$492.5M———
Cetera Investment Advisers
N/A—2,811,720-2,811,720-100%$417.0M———
Millburn Ridgefield LLC
N/A—2,433,988-2,433,988-100%$361.0M———
Circle Wealth Management, LLC
N/A—2,289,109-2,289,109-100%$339.5M———
Pathstone Holdings, LLC
N/A—2,241,453-2,241,453-100%$332.4M———
Alesco Advisors, LLC, An ESL Co
N/A—2,208,976-2,208,976-100%$327.6M———
Huntington National Bank
N/A—2,196,155-2,196,155-100%$325.7M———
MAI Capital Management
N/A—2,048,983-2,048,983-100%$303.9M———
Wealthspire Advisors, LLC
N/A—2,025,543-2,025,543-100%$300.4M———
Rockefeller Capital Management L.P.
N/A—1,893,254-1,893,254-100%$280.8M———
Brown Advisory Inc
N/A—1,778,922-1,778,922-100%$263.8M———
Focus Partners Wealth
N/A—1,733,730-1,733,730-100%$257.1M———
Osaic Holdings, Inc.
N/A—1,701,962-1,701,962-100%$252.5M———
Mariner, LLC
N/A—1,645,376-1,645,376-100%$244.0M———
Haverford Trust Co
N/A—1,599,222-1,599,222-100%$237.2M———
Janney Montgomery Scott LLC
N/A—1,497,464-1,497,464-100%$222.1M———
Moneta Group Investment Advisors LLC
N/A—1,482,004-1,482,004-100%$219.8M———
Bessemer Group Inc
N/A—1,385,455-1,385,455-100%$205.5M———
Mercer Global Advisors Inc
N/A—1,371,731-1,371,731-100%$203.4M———
MML Investors Services, LLC
N/A—1,366,095-1,366,095-100%$202.6M———
Bridges Investment Management Inc
N/A—1,333,633-1,333,633-100%$197.8M———
Bleakley Financial Group, LLC
N/A—1,323,251-1,323,251-100%$196.3M———
Clark Capital Management Group, Inc.
N/A—1,244,550-1,244,550-100%$184.6M———
Missouri Education Pension Trust
N/A—1,216,674-1,216,674-100%$180.4M———
Victory Capital Management Inc
N/A—1,196,673-1,196,673-100%$177.5M———
Teacher Retirement System of Texas
N/A—1,185,799-1,185,799-100%$175.9M———
Allworth Financial LP
N/A—1,167,827-1,167,827-100%$173.2M———
Franklin Resources Inc
N/A—1,154,656-1,154,656-100%$171.2M———
United Capital Financial Advisors, LLC
N/A—1,119,614-1,119,614-100%$166.0M———
Stifel Financial Corp
N/A—1,096,172-1,096,172-100%$162.6M———
Destination Wealth Management
N/A—920,516-920,516-100%$136.5M———
Steward Partners Investment Advisory, LLC
N/A—909,263-909,263-100%$134.9M———
Captrust Financial Advisors
N/A—901,357-901,357-100%$133.7M———
M&T Bank Corp
N/A—870,029-870,029-100%$129.0M———
Members Trust Co
N/A—860,578-860,578-100%$127.6M———
Beacon Pointe Advisors, LLC
N/A—854,136-854,136-100%$126.7M———
&partners
N/A—854,086-854,086-100%$126.9M———
State Street Corp
N/A—797,424-797,424-100%$118.3M———
Sequoia Financial Advisors, LLC
N/A—733,683-733,683-100%$108.8M———
Whittier Trust Co
N/A—719,520-719,520-100%$105.6M———
Atlantic Union Bankshares Corp
N/A—714,004-714,004-100%$105.9M———
IEQ Capital, LLC
N/A—649,005-649,005-100%$96.3M———
Johnson Investment Counsel Inc
N/A—643,757-643,757-100%$95.5M———
Bartlett & Co. Wealth Management LLC
N/A—620,196-620,196-100%$92.0M———
NewEdge Advisors, LLC
N/A—603,283-603,283-100%$89.5M———
Equitable Holdings, Inc.
N/A—592,268-592,268-100%$87.8M———
Alaska Permanent Capital Management, LLC
N/A—581,190-581,190-100%$86.2M———
Peapack Gladstone Financial Corp
N/A—555,266-555,266-100%$82.4M———
Alliancebernstein L.P.
N/A—550,382-550,382-100%$68.4M———
UMB Bank, n.a.
N/A—522,678-522,678-100%$77.5M———
Venturi Wealth Management, LLC
N/A—510,727-510,727-100%$75.7M———
Clearstead Advisors, LLC
N/A—496,435-496,435-100%$73.6M———
Atlanta Consulting Group Advisors, LLC
N/A—492,883-492,883-100%$73.1M———
EP Wealth Advisors, LLC
N/A—471,147-471,147-100%$69.9M———
Brown Brothers Harriman & Co
N/A—471,009-471,009-100%$69.9M———
Private Advisor Group, LLC
N/A—468,586-468,586-100%$69.5M———
Stratos Wealth Partners, Ltd.
N/A—467,638-467,638-100%$69.4M———
Global Retirement Partners, LLC
N/A—440,895-440,895-100%$65.4M———
Granite Bay Wealth Management, LLC
N/A—426,566-426,566-100%$63.3M———
Blair William & Co
N/A—424,298-424,298-100%$62.9M———
Fiduciary Trust Co
N/A—423,945-423,945-100%$62.9M———
Ally Invest Advisors Inc.
N/A—410,725-410,725-100%$60.9M———
Pinnacle Financial Partners, Inc.
N/A—406,907-406,907-100%$60.3M———
Public Sector Pension Investment Board
N/A—385,783-385,783-100%$57.2M———
Wellspring Financial Advisors, LLC
N/A—364,420-364,420-100%$5.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—361,883-361,883-100%$53.7M———
United Bank
N/A—360,103-360,103-100%$53.4M———
WIT, LLC
N/A—357,908-357,908-100%$53.1M———
Planning Alternatives LTD
N/A—354,167-354,167-100%$52.5M———
First Financial Bankshares Inc
N/A—350,599-350,599-100%$52.0M———
Barclays PLC
N/A—348,478-348,478-100%$51.7M———
Pine Ridge Advisers LLC
N/A—341,881-341,881-100%$50.7M———
Ballentine Partners, LLC
N/A—341,428-341,428-100%$50.6M———
Sanctuary Advisors, LLC
N/A—339,968-339,968-100%$50.4M———
Becker Capital Management Inc
N/A—335,169-335,169-100%$49.7M———
Whittier Trust Co of Nevada Inc
N/A—334,571-334,571-100%$48.6M———
Urban Financial Advisory Corp
N/A—323,428-323,428-100%$48.0M———
Starr Indemnity & Liability Co
N/A—320,950-320,950-100%$47.6M———
Advisory Services Network, LLC
N/A—318,804-318,804-100%$47.3M———
Range Advisory, LLC
N/A—317,779-317,779-100%$47.1M———
Bluespring Wealth Management, LLC
N/A—316,076-316,076-100%$46.9M———
Painted Porch Advisors LLC
N/A—313,279-313,279-100%$46.5M———
Arax Advisory Partners
N/A—305,374-305,374-100%$45.3M———
Horizon Investments, LLC
N/A—296,071-296,071-100%$43.9M———
Envestnet Portfolio Solutions, Inc.
N/A—292,781-292,781-100%$43.4M———
Elk River Wealth Management LLC
N/A—292,377-292,377-100%$43.4M———
Fiducient Advisors LLC
N/A—282,414-282,414-100%$41.9M———
Kintra Wealth, LLC
N/A—278,262-278,262-100%$41.7M———
Alaska Wealth Advisors, LLC
N/A—274,320-274,320-100%$40.7M———
Lowe Brockenbrough & Co Inc
N/A—270,876-270,876-100%$40.2M———
Vestmark Advisory Solutions, Inc.
N/A—265,976-265,976-100%$39.4M———
Lazard Asset Management LLC
N/A—264,731-264,731-100%$39.3M———
NorthRock Partners, LLC
N/A—262,654-262,654-100%$39.0M———
Valmark Advisers, Inc.
N/A—259,402-259,402-100%$38.5M———
Merit Financial Group, LLC
N/A—249,788-249,788-100%$37.0M———
Focus Partners Advisor Solutions, LLC
N/A—249,116-249,116-100%$36.9M———
Voya Financial Advisors, Inc.
N/A—248,639-248,639-100%$36.6M———
Madison Asset Management, LLC
N/A—246,133-246,133-100%$36.5M———
Hancock Whitney Corp
N/A—245,713-245,713-100%$36.4M———
Round Rock Advisors LLC
N/A—244,807-244,807-100%$36.3M———
Savant Capital, LLC
N/A—238,972-238,972-100%$35.5M———
Commerce Bank
N/A—238,871-238,871-100%$35.4M———
World Investment Advisors
N/A—237,856-237,856-100%$29.8M———
Capital Advisors Inc
N/A—236,149-236,149-100%$35.0M———
Private Wealth Asset Management, LLC
N/A—234,697-234,697-100%$34.9M———
CIBC Bancorp USA Inc.
N/A—231,188-231,188-100%$34.3M———
Dimension Capital Management LLC
N/A—229,782-229,782-100%$34.1M———
Headinvest, LLC
N/A—227,212-227,212-100%$33.7M———
Rehmann Capital Advisory Group
N/A—223,806-223,806-100%$33.2M———
Oakwell Private Wealth Management, LLC
N/A—223,030-223,030-100%$33.1M———
1ST Source Bank
N/A—221,846-221,846-100%$32.9M———
Bogart Wealth, LLC
N/A—221,696-221,696-100%$32.9M———
Gladstone Institutional Advisory LLC
N/A—220,151-220,151-100%$32.7M———
AQR Capital Management LLC
N/A—218,839-218,839-100%$32.5M———
Smith, Moore & Co.
N/A—215,831-215,831-100%$32.0M———
Conservest Capital Advisors, Inc.
N/A—211,934-211,934-100%$31.4M———
Kelman-Lazarov, Inc.
N/A—210,298-210,298-100%$31.2M———
Consolidated Portfolio Review Corp
N/A—209,352-209,352-100%$31.0M———
King Wealth Management Group
N/A—208,614-208,614-100%$30.9M———
FFT Wealth Management LLC
N/A—208,485-208,485-100%$30.9M———
Catalyst Financial Partners LLC
N/A—206,827-206,827-100%$30.7M———
Northwest Quadrant Wealth Management, LLC
N/A—205,429-205,429-100%$30.5M———
Curi Capital, LLC
N/A—200,648-200,648-100%$29.8M———
C V Starr & Co Inc
N/A—200,458-200,458-100%$29.7M———
Principal Securities, Inc.
N/A—199,636-199,636-100%$29.6M———
Cape COD Five Cents Savings Bank
N/A—198,503-198,503-100%$29.4M———
Planning Project LLC
N/A—197,821-197,821-100%$28.6M———
Earned Wealth Advisors, LLC
N/A—196,095-196,095-100%$29.1M———
Lutz Financial Services LLC
N/A—194,808-194,808-100%$28.9M———
Arkadios Wealth Advisors
N/A—191,033-191,033-100%$28.3M———
Lbmc Investment Advisors, LLC
N/A—189,650-189,650-100%$28.1M———
HSBC Holdings PLC
N/A—189,495-189,495-100%$28.1M———
Integrated Wealth Concepts LLC
N/A—188,377-188,377-100%$27.9M———
Cornerstone Advisory, LLC
N/A—187,775-187,775-100%$27.8M———
Callan Family Office, LLC
N/A—184,857-184,857-100%$27.4M———
Simmons Bank
N/A—181,078-181,078-100%$26.9M———
Smithfield Trust Co
N/A—180,676-180,676-100%$26.8M———
Crewe Advisors LLC
N/A—180,397-180,397-100%$26.8M———
Bank of Nova Scotia
N/A—179,090-179,090-100%$26.6M———
EFG International AG
N/A—176,739-176,739-100%$26.2M———
Keener Financial Planning LLC
N/A—175,331-175,331-100%$26.0M———
Fiera Capital Corp
N/A—173,774-173,774-100%$25.8M———
ESL Trust Services, LLC
N/A—171,804-171,804-100%$25.5M———
Weiss Asset Management LP
N/A—171,653-171,653-100%$25.5M———
Baron Silver Stevens Financial Advisors, LLC
N/A—170,780-170,780-100%$25.3M———
Pure Financial Advisors, LLC
N/A—170,533-170,533-100%$25.3M———
Arkos Global Advisors
N/A—163,985-163,985-100%$24.3M———
Navalign, LLC
N/A—163,755-163,755-100%$24.3M———
Belpointe Asset Management LLC
N/A—160,590-160,590-100%$23.8M———
Ameritas Advisory Services, LLC
N/A—160,052-160,052-100%$23.7M———
RWA Wealth Partners, LLC
N/A—158,942-158,942-100%$23.6M———
Cary Street Partners Financial LLC
N/A—158,614-158,614-100%$23.5M———
Federation des caisses Desjardins du Quebec
N/A—157,726-157,726-100%$23.4M———
Ritter Daniher Financial Advisory LLC / de
N/A—155,426-155,426-100%$23.1M———
Wealthspire Retirement, LLC
N/A—153,299-153,299-100%$22.4M———
Fortis Capital Advisors, LLC
N/A—149,636-149,636-100%$22.2M———
BOK Financial Private Wealth, Inc.
N/A—147,821-147,821-100%$21.9M———
Ancora Advisors LLCA
N/A—147,673-147,673-100%$21.9M———
NewEdge Wealth, LLC
N/A—145,460-145,460-100%$21.6M———
Segall Bryant & Hamill, LLC
N/A—145,335-145,335-100%$21.6M———
MainStreet Investment Advisors LLC
N/A—143,922-143,922-100%$21.3M———
Waverly Advisors, LLC
N/A—141,447-141,447-100%$21.0M———
Composition Wealth, LLC
N/A—141,289-141,289-100%$21.0M———
Summit Financial, LLC
N/A—137,369-137,369-100%$20.4M———
LGL Partners, LLC
N/A—135,548-135,548-100%$20.1M———
Capital Group Private Client Services, Inc.
N/A—135,031-135,031-100%$20.0M———
Panoramic Capital Partners, LLC
N/A—134,244-134,244-100%$19.9M———
Money Concepts Capital Corp
N/A—133,556-133,556-100%$19.8M———
Burling Wealth Partners, LLC
N/A—132,558-132,558-100%$19.7M———
Hardy Reed LLC
N/A—132,425-132,425-100%$19.6M———
Sunflower Bank, N.A.
N/A—130,919-130,919-100%$19.4M———
Gotham Asset Management, LLC
N/A—130,430-130,430-100%$19.3M———
Quantinno Capital Management LP
N/A—129,361-129,361-100%$19.2M———
State of Tennessee, Department of Treasury
N/A—127,699-127,699-100%$18.9M———
Regal Investment Advisors LLC
N/A—124,445-124,445-100%$18.5M———
Morris Financial Concepts, Inc.
N/A—122,915-122,915-100%$18.2M———
Francis Financial, Inc.
N/A—122,631-122,631-100%$18.2M———
Modern Wealth Management, LLC
N/A—122,413-122,413-100%$18.2M———
Community Bank, N.A.
N/A—121,836-121,836-100%$18.1M———
SCS Capital Management LLC
N/A—121,664-121,664-100%$18.0M———
Balyasny Asset Management L.P.
N/A—121,022-121,022-100%$17.9M———
Fidelis Capital Partners, LLC
N/A—118,675-118,675-100%$17.6M———
O'shaughnessy Asset Management, LLC
N/A—117,826-117,826-100%$17.5M———
Prudential PLC
N/A—117,650-117,650-100%$17.4M———
CCG Wealth Management, LLC
N/A—116,140-116,140-100%$17.2M———
Investment Advisory Group, LLC
N/A—115,689-115,689-100%$17.2M———
Transamerica Financial Advisors, LLC
N/A—115,578-115,578-100%$17.1M———
Argent Trust Co
N/A—115,404-115,404-100%$17.1M———
SouthState Bank Corp
N/A—114,357-114,357-100%$17.0M———
Empowered Funds, LLC
N/A—114,334-114,334-100%$17.0M———
Titan Global Capital Management USA LLC
N/A—114,064-114,064-100%$16.9M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—114,064-114,064-100%$16.9M———
Legal & General Group Plc
N/A—113,634-113,634-100%$16.9M———
Harbour Investments, Inc.
N/A—113,426-113,426-100%$16.8M———
Howe & Rusling Inc
N/A—113,115-113,115-100%$16.8M———
Pack Private Wealth, LLC
N/A—110,295-110,295-100%$16.4M———
OneDigital Investment Advisors LLC
N/A—108,941-108,941-100%$16.2M———
NorthCoast Asset Management LLC
N/A—107,494-107,494-100%$15.9M———
UBS Asset Management Americas LLC
N/A—107,197-107,197-100%$15.9M———
NewSquare Capital LLC
N/A—106,366-106,366-100%$15.8M———
IFG Advisory, LLC
N/A—104,814-104,814-100%$15.5M———
IHT Wealth Management, LLC
N/A—104,596-104,596-100%$15.5M———
Proffitt & Goodson Inc
N/A—104,357-104,357-100%$15.5M———
Peninsula Asset Management Inc
N/A—104,297-104,297-100%$15.5M———
Harbor Advisory Corp
N/A—103,673-103,673-100%$15.4M———
Orion Porfolio Solutions, LLC
N/A—103,294-103,294-100%$15.3M———
Summit Trail Advisors, LLC
N/A—101,397-101,397-100%$15.0M———
Palisade Capital Management, LP
N/A—100,992-100,992-100%$15.0M———
Meridian Management Co
N/A—100,644-100,644-100%$14.9M———
Houlihan Financial Resource Group, Ltd.
N/A—99,184-99,184-100%$14.7M———
CIM Investment Management Inc
N/A—98,337-98,337-100%$14.6M———
Vestwell Advisors, LLC
N/A—96,925-96,925-100%$14.4M———
Tortoise Investment Management, LLC
N/A—96,204-96,204-100%$14.3M———
Palisades Hudson Asset Management, L.P.
N/A—95,774-95,774-100%$14.2M———
Capital Analysts, LLC
N/A—92,927-92,927-100%$13.8M———
TFO Wealth Partners, LLC
N/A—92,452-92,452-100%$13.7M———
Condor Capital Management
N/A—91,167-91,167-100%$13.5M———
HighMark Wealth Management LLC
N/A—89,888-89,888-100%$13.3M———
Operose Advisors LLC
N/A—88,580-88,580-100%$13.1M———
CFO4Life Group, LLC
N/A—86,515-86,515-100%$12.8M———
Aptus Capital Advisors, LLC
N/A—86,247-86,247-100%$12.8M———
ProVise Management Group, LLC
N/A—83,416-83,416-100%$12.4M———
Matrix Private Capital Group LLC
N/A—83,359-83,359-100%$12.4M———
Texas Yale Capital Corp.
N/A—81,825-81,825-100%$12.1M———
Savvy Advisors, Inc.
N/A—81,327-81,327-100%$12.1M———
Fiduciary Group, LLC
N/A—80,718-80,718-100%$12.0M———
Wealth Care LLC
N/A—80,573-80,573-100%$11.9M———
First National Bank of Omaha
N/A—80,180-80,180-100%$11.8M———
Keel Point, LLC
N/A—79,845-79,845-100%$11.8M———
City National Bank of Florida
N/A—79,772-79,772-100%$11.8M———
Benjamin Edwards Inc
N/A—79,189-79,189-100%$11.7M———
Klingenstein Fields & Co LP
N/A—79,102-79,102-100%$11.7M———
Common Fund for Nonprofit Organizations
N/A—78,096-78,096-100%$11.6M———
Vectors Research Management, LLC
N/A—77,181-77,181-100%$11.4M———
Prudential Financial Inc
N/A—77,100-77,100-100%$11.4M———
Legacy Trust
N/A—75,604-75,604-100%$11.2M———
Boston Research & Management Inc
N/A—75,300-75,300-100%$11.2M———
Marble Wealth, LLC
N/A—74,377-74,377-100%$11.0M———
Coastal Bridge Advisors, LLC
N/A—73,087-73,087-100%$10.8M———
Arvest Bank Trust Division
N/A—72,146-72,146-100%$10.7M———
FIL Ltd
N/A—72,039-72,039-100%$10.7M———
Tiaa Trust, National Association
N/A—71,093-71,093-100%$10.5M———
Accretive Wealth Partners, LLC
N/A—70,718-70,718-100%$10.5M———
Richard W. Paul & Associates, LLC
N/A—69,807-69,807-100%$10.4M———
Alley Investment Management Company, LLC
N/A—69,457-69,457-100%$10.3M———
Aristotle Capital Boston, LLC
N/A—66,854-66,854-100%$9.9M———
Ellenbecker Investment Group
N/A—66,424-66,424-100%$9.9M———
Nan Shan Life Insurance Co., Ltd.
N/A—66,250-66,250-100%$9.8M———
MTC Wealth Management LLC
N/A—65,876-65,876-100%$9.8M———
American Money Management, LLC
N/A—64,967-64,967-100%$9.6M———
BNP Paribas Financial Markets
N/A—64,954-64,954-100%$9.6M———
Drive Wealth Management, LLC
N/A—63,722-63,722-100%$9.5M———
HBK Sorce Advisory LLC
N/A—63,498-63,498-100%$9.5M———
Madison Wealth Partners, Inc
N/A—62,525-62,525-100%$9.3M———
Latko Wealth Management, Ltd.
N/A—62,362-62,362-100%$9.2M———
Hilltop Holdings Inc.
N/A—61,938-61,938-100%$9.2M———
Kingsview Wealth Management, LLC
N/A—61,697-61,697-100%$9.2M———
HighPoint Advisor Group LLC
N/A—61,537-61,537-100%$9.1M———
SlateStone Wealth, LLC
N/A—61,357-61,357-100%$9.1M———
Counterweight Ventures, LLC
N/A—60,819-60,819-100%$9.0M———
Dorsey & Whitney Trust Co LLC
N/A—60,698-60,698-100%$9.0M———
HM Payson & Co
N/A—60,434-60,434-100%$9.0M———
Serenus Wealth Advisors, LLC
N/A—59,798-59,798-100%$8.9M———
Atlas Legacy Advisors, LLC
N/A—58,894-58,894-100%$8.7M———
Wick Capital Partners, LLC
N/A—58,773-58,773-100%$8.7M———
F/m Investments LLC
N/A—57,528-57,528-100%$8.5M———
Johnson Financial Group, Inc.
N/A—57,406-57,406-100%$8.5M———
Mayflower Financial Advisors, LLC
N/A—57,328-57,328-100%$8.5M———
First Foundation Advisors
N/A—57,062-57,062-100%$8.5M———
New England Asset Management Inc
N/A—55,885-55,885-100%$8.3M———
Western Wealth Management, LLC
N/A—55,348-55,348-100%$8.2M———
Northstar Advisory Group, LLC
N/A—54,963-54,963-100%$8.2M———
Ameritas Investment Partners, Inc.
N/A—54,165-54,165-100%$8.0M———
Muirfield Wealth Advisors LLC
N/A—54,087-54,087-100%$8.0M———
Nikulski Financial, Inc.
N/A—53,920-53,920-100%$8.0M———
New World Advisors LLC
N/A—53,684-53,684-100%$8.0M———
Schonfeld Strategic Advisors LLC
N/A—53,662-53,662-100%$8.0M———
Pacific Financial Group Inc
N/A—53,339-53,339-100%$7.9M———
Palumbo Wealth Management LLC
N/A—52,724-52,724-100%$7.8M———
Next Capital Management LLC
N/A—52,491-52,491-100%$7.8M———
Nwam LLC
N/A—52,336-52,336-100%$7.8M———
Strategic Financial Partners, Ltd.
N/A—51,548-51,548-100%$7.6M———
CBM Financial, LLC
N/A—51,351-51,351-100%$7.5M———
Private Advisory Group LLC
N/A—51,303-51,303-100%$7.6M———
Qube Research & Technologies Ltd
N/A—50,729-50,729-100%$7.5M———
Boston Family Office LLC
N/A—50,576-50,576-100%$7.5M———
Coral Wealth Management, LLC
N/A—50,277-50,277-100%$7.5M———
Citizens Business Bank
N/A—50,215-50,215-100%$7.4M———
SVB Wealth LLC
N/A—49,797-49,797-100%$7.4M———
Level Four Advisory Services, LLC
N/A—49,630-49,630-100%$7.4M———
Cozad Asset Management Inc
N/A—49,390-49,390-100%$7.3M———
Stephens Inc
N/A—49,238-49,238-100%$7.3M———
Hills Bank & Trust Co
N/A—49,200-49,200-100%$7.3M———
Bellwether Advisors, LLC
N/A—48,973-48,973-100%$7.3M———
Campion Asset Management
N/A—48,930-48,930-100%$7.3M———
Colonial Trust Advisors
N/A—48,794-48,794-100%$7.2M———
Odyssey Group, LLC
N/A—48,784-48,784-100%$7.2M———
Perspective Wealth Advisors LLC
N/A—48,743-48,743-100%$7.2M———
Aft, Forsyth & Sober, LLC
N/A—48,675-48,675-100%$6.1M———
Star Financial Bank
N/A—47,909-47,909-100%$7.1M———
Gateway Wealth Partners, LLC
N/A—47,766-47,766-100%$7.1M———
Graybill Wealth Management, Ltd.
N/A—47,530-47,530-100%$7.0M———
Empower Advisory Group, LLC
N/A—47,293-47,293-100%$7.0M———
Texas Capital Bank Wealth Management Services Inc
N/A—47,256-47,256-100%$7.0M———
Betterment LLC
N/A—46,985-46,985-100%$7.0M———
National Bank of Canada
N/A—46,933-46,933-100%$7.0M———
Geneos Wealth Management Inc.
N/A—46,677-46,677-100%$6.9M———
First National Bank of Hutchinson
N/A—46,038-46,038-100%$6.8M———
CreativeOne Wealth, LLC
N/A—45,855-45,855-100%$6.8M———
Transcend Capital Advisors, LLC
N/A—45,421-45,421-100%$6.7M———
IMA Advisory Services, Inc.
N/A—45,189-45,189-100%$6.7M———
Astoria Strategic Wealth, Inc.
N/A—45,174-45,174-100%$6.7M———
Coign Capital Advisors LLC
N/A—44,791-44,791-100%$6.6M———
SEI Investments Co
N/A—44,728-44,728-100%$6.6M———
Evernest Financial Advisors, LLC
N/A—44,679-44,679-100%$6.6M———
Foundations Investment Advisors, LLC
N/A—44,549-44,549-100%$6.6M———
Dakota Wealth Management
N/A—43,789-43,789-100%$6.5M———
Resolute Advisors LLC
N/A—42,481-42,481-100%$6.3M———
CIBC World Market Inc.
N/A—42,397-42,397-100%$6.3M———
Kovack Advisors, Inc.
N/A—42,230-42,230-100%$6.3M———
Vista Investment Management
N/A—41,776-41,776-100%$6.2M———
Pettyjohn, Wood & White, Inc
N/A—41,738-41,738-100%$6.2M———
SageView Advisory Group, LLC
N/A—40,903-40,903-100%$6.1M———
Silvercrest Asset Management Group LLC
N/A—40,902-40,902-100%$6.1M———
Centennial Bank
N/A—40,795-40,795-100%$6.1M———
Roehl & Yi Investment Advisors, LLC
N/A—40,687-40,687-100%$6.0M———
WCG Wealth Advisors LLC
N/A—40,129-40,129-100%$6.0M———
MRP Capital Investments, LLC
N/A—40,110-40,110-100%$5.9M———
Cape ANN Savings Bank
N/A—40,069-40,069-100%$5.9M———
Snowden Capital Advisors LLC
N/A—39,848-39,848-100%$5.9M———
Causey Wealth LLC
N/A—39,582-39,582-100%$5.9M———
Wescott Financial Advisory Group, LLC
N/A—39,461-39,461-100%$5.9M———
Planning Directions Inc
N/A—38,614-38,614-100%$5.7M———
Presper Financial Architects, LLC
N/A—38,557-38,557-100%$5.7M———
Per Stirling Capital Management, Llc.
N/A—38,301-38,301-100%$5.7M———
Arrowroot Family Office, LLC
N/A—38,279-38,279-100%$5.7M———
Amara Financial, Llc.
N/A—38,253-38,253-100%$5.7M———
Glassy Mountain Advisors, Inc.
N/A—38,036-38,036-100%$5.6M———
Colonial Trust Co / SC
N/A—37,183-37,183-100%$5.5M———
Jaffetilchin Investment Partners, LLC
N/A—36,867-36,867-100%$5.5M———
Conquis Financial LLC
N/A—36,690-36,690-100%$5.4M———
Donaldson Capital Management, LLC
N/A—36,629-36,629-100%$5.4M———
Meeder Advisory Services, Inc.
N/A—36,468-36,468-100%$5.4M———
National Philanthropic Trust
N/A—36,212-36,212-100%$5.4M———
JHP Wealth Management, LLC
N/A—36,096-36,096-100%$5.4M———
Winthrop Partners - WNY, LLC
N/A—36,055-36,055-100%$5.3M———
Ally Financial Inc.
N/A—36,000-36,000-100%$5.3M———
Carl P. Sherr & Co., LLC
N/A—35,921-35,921-100%$5.3M———
Garrison Point Advisors, LLC
N/A—35,532-35,532-100%$5.3M———
Mutual Advisors, LLC
N/A—35,469-35,469-100%$5.3M———
BBR Partners, LLC
N/A—35,412-35,412-100%$5.3M———
Vickerman Investment Advisors, Inc.
N/A—35,408-35,408-100%$5.3M———
Spinnaker Trust
N/A—35,324-35,324-100%$5.2M———
Southeast Asset Advisors, LLC
N/A—34,949-34,949-100%$5.2M———
Element Wealth, LLC
N/A—34,898-34,898-100%$5.2M———
M3 Wealth Management, LLC
N/A—34,775-34,775-100%$5.2M———
Toronto Dominion Bank
N/A—34,625-34,625-100%$5.1M———
Advyzon Investment Management, LLC
N/A—34,448-34,448-100%$5.1M———
Summit Wealth Partners, LLC
N/A—34,277-34,277-100%$5.1M———
Greykasell Wealth Strategies, Inc.
N/A—33,924-33,924-100%$5.0M———
Nepc LLC
N/A—33,886-33,886-100%$5.0M———
Evercore Wealth Management, LLC
N/A—33,677-33,677-100%$5.0M———
LaSalle St. Investment Advisors, LLC
N/A—33,440-33,440-100%$5.0M———
ST Germain D J Co Inc
N/A—33,380-33,380-100%$5.0M———
Silver OAK Securities, Incorporated
N/A—33,235-33,235-100%$4.9M———
Heron Bay Capital Management
N/A—33,225-33,225-100%$4.9M———
United Bank
N/A—33,166-33,166-100%$4.9M———
Rothschild Wealth LLC
N/A—32,600-32,600-100%$4.8M———
Hi-Line Capital Management, LLC
N/A—32,580-32,580-100%$4.8M———
SG Americas Securities, LLC
N/A—32,327-32,327-100%$4.8M———
Magnolia Capital Advisors LLC
N/A—31,789-31,789-100%$4.7M———
Providence Capital Advisors, LLC
N/A—31,619-31,619-100%$4.7M———
Great Valley Advisor Group, Inc.
N/A—31,350-31,350-100%$4.6M———
Madden Advisory Services, Inc.
N/A—31,306-31,306-100%$4.6M———
Canal Capital Management, LLC
N/A—31,057-31,057-100%$4.6M———
Coppell Advisory Solutions LLC
N/A—30,936-30,936-100%$768.7K———
Centaurus Financial, Inc.
N/A—30,799-30,799-100%$4.6M———
Zacks Investment Management
N/A—30,647-30,647-100%$4.5M———
Elm Partners Management LLC
N/A—29,913-29,913-100%$4.4M———
Trustmark Bank Trust Department
N/A—29,882-29,882-100%$4.4M———
Bristlecone Value Partners, LLC
N/A—29,802-29,802-100%$4.4M———
First Western Trust Bank
N/A—29,712-29,712-100%$4.4M———
1015 Capital Partners, LLC
N/A—29,628-29,628-100%$4.4M———
AE Wealth Management LLC
N/A—29,580-29,580-100%$4.4M———
Vanguard National Trust Co
N/A—29,425-29,425-100%$4.4M———
FAS Wealth Partners, Inc.
N/A—29,061-29,061-100%$4.3M———
Caprock Group, LLC
N/A—29,045-29,045-100%$4.3M———
Perennial Investment Advisors, LLC
N/A—28,982-28,982-100%$4.3M———
Asset Management Group, Inc.
N/A—28,968-28,968-100%$4.3M———
NorthStar Asset Management LLC
N/A—28,891-28,891-100%$32.1K———
Leavell Investment Management, Inc.
N/A—28,811-28,811-100%$4.3M———
CoreFirst Bank & Trust
N/A—28,403-28,403-100%$4.2M———
Dunhill Financial, LLC
N/A—28,156-28,156-100%$4.2M———
Neuberger Berman Group LLC
N/A—27,617-27,617-100%$4.1M———
JMG Financial Group, Ltd.
N/A—27,568-27,568-100%$4.1M———
Alpha Financial Partners LLC
N/A—27,540-27,540-100%$4.1M———
GW&K Investment Management, LLC
N/A—27,281-27,281-100%$4.0M———
First Manhattan Co. Llc.
N/A—27,185-27,185-100%$4.0M———
Westmount Partners, LLC
N/A—27,146-27,146-100%$4.0M———
EWA, LLC
N/A—27,107-27,107-100%$4.0M———
AFT, Forsyth & Company, Inc.
N/A—27,085-27,085-100%$4.0M———
Tilson Financial Group, Inc.
N/A—26,881-26,881-100%$4.0M———
Okabena Investment Services Inc
N/A—26,641-26,641-100%$4.0M———
Diversified Trust Co
N/A—26,605-26,605-100%$3.9M———
Steigerwald, Gordon & Koch Inc.
N/A—26,364-26,364-100%$3.9M———
Fiduciary Financial Advisors
N/A—26,338-26,338-100%$3.9M———
Vawter Financial, Ltd.
N/A—26,276-26,276-100%$3.9M———
Godfrey Financial Associates, Inc.
N/A—26,233-26,233-100%$3.9M———
Balanced Wealth Group LLC
N/A—26,192-26,192-100%$3.9M———
Park Place Capital Corp
N/A—26,088-26,088-100%$3.9M———
Essex Financial Services, Inc.
N/A—25,433-25,433-100%$3.8M———
CVA Family Office, LLC
N/A—25,061-25,061-100%$3.7M———
Shepherd Kaplan Krochuk, LLC
N/A—24,905-24,905-100%$3.7M———
FourThought Financial Partners, LLC
N/A—24,856-24,856-100%$3.7M———
Flputnam Investment Management Co
N/A—24,642-24,642-100%$3.6M———
Shufro Rose & Co LLC
N/A—24,519-24,519-100%$3.6M———
Wealthquest Corp
N/A—24,361-24,361-100%$3.6M———
Bradley Foster & Sargent Inc
N/A—24,204-24,204-100%$3.6M———
Municipal Employees' Retirement System of Michigan
N/A—24,129-24,129-100%$3.6M———
Independent Family Office, LLC
N/A—24,096-24,096-100%$3.6M———
Larch Capital Partners LLC
N/A—23,936-23,936-100%$3.5M———
Keystone Financial Group
N/A—23,852-23,852-100%$3.5M———
Boyd Watterson Asset Management LLC
N/A—23,850-23,850-100%$3.5M———
Precision Wealth Strategies, LLC
N/A—23,719-23,719-100%$3.5M———
LOM Asset Management Ltd
N/A—23,703-23,703-100%$3.5M———
Allstate Corp
N/A—23,697-23,697-100%$3.5M———
49 Wealth Management, LLC
N/A—23,403-23,403-100%$3.5M———
Alongside, LLC
N/A—23,403-23,403-100%$3.5M———
Intrinsic Value Partners, LLC
N/A—23,216-23,216-100%$3.4M———
Bronte Capital Management Pty Ltd.
N/A—23,004-23,004-100%$3.4M———
QRG Capital Management, Inc.
N/A—22,990-22,990-100%$3.4M———
Tiemann Investment Advisors, LLC
N/A—22,973-22,973-100%$3.4M———
Keebeck Wealth Management
N/A—22,968-22,968-100%$3.4M———
SOA Wealth Advisors, Llc.
N/A—22,895-22,895-100%$3.4M———
One Capital Management, LLC
N/A—22,838-22,838-100%$2.8M———
NerdWallet Wealth Partners, LLC
N/A—22,810-22,810-100%$3.4M———
Inspire Advisors, LLC
N/A—22,679-22,679-100%$3.4M———
AdvisorShares Investments LLC
N/A—22,600-22,600-100%$3.4M———
Tradition Wealth Management, LLC
N/A—22,594-22,594-100%$3.4M———
CM Wealth Advisors LLC
N/A—22,559-22,559-100%$3.3M———
Greenwich Wealth Management LLC
N/A—22,539-22,539-100%$3.3M———
Arete Wealth Advisors, LLC
N/A—22,412-22,412-100%$3.3M———
Astra Wealth Partners LLC
N/A—22,384-22,384-100%$3.3M———
Rialto Wealth Management, LLC
N/A—22,362-22,362-100%$3.3M———
VeraBank, N.A.
N/A—22,118-22,118-100%$3.3M———
Glen Eagle Advisors, LLC
N/A—21,975-21,975-100%$3.3M———
Quotient Wealth Partners, LLC
N/A—21,870-21,870-100%$3.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—21,659-21,659-100%$3.2M———
Strive Financial Group,LLC
N/A—21,644-21,644-100%$3.2M———
Cahill Financial Advisors Inc
N/A—21,633-21,633-100%$3.2M———
Blue Edge Capital, LLC
N/A—21,557-21,557-100%$3.2M———
Novak & Powell Financial Services, Inc.
N/A—21,206-21,206-100%$3.1M———
Ames National Corp
N/A—21,151-21,151-100%$3.1M———
Chevy Chase Trust Holdings, LLC
N/A—20,777-20,777-100%$3.1M———
RiverGlades Family Offices LLC
N/A—20,749-20,749-100%$3.1M———
Sentinel Wealth Management, Inc.
N/A—20,517-20,517-100%$3.0M———
Thoroughbred Financial Services, LLC
N/A—20,488-20,488-100%$3.0M———
Cornerstone Advisors Asset Management, LLC
N/A—20,451-20,451-100%$3.0M———
Dana Investment Advisors, Inc.
N/A—20,448-20,448-100%$3.0M———
Davis R M Inc
N/A—20,131-20,131-100%$3.0M———
Seeds Investor LLC
N/A—20,119-20,119-100%$3.0M———
Twin Focus Capital Partners, LLC
N/A—20,090-20,090-100%$3.0M———
BFC Planning, Inc.
N/A—19,920-19,920-100%$3.0M———
Fort Point Capital Partners LLC
N/A—19,737-19,737-100%$2.9M———
EQ LLC
N/A—19,582-19,582-100%$2.9M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—19,400-19,400-100%$2.9M———
Staley Capital Advisers Inc
N/A—18,991-18,991-100%$2.8M———
Smartleaf Asset Management LLC
N/A—18,729-18,729-100%$2.8M———
South Plains Financial, Inc.
N/A—18,131-18,131-100%$2.7M———
Sage Financial Management Group, Inc.
N/A—18,034-18,034-100%$2.7M———
Core Wealth Advisors, Inc.
N/A—17,970-17,970-100%$2.7M———
Russell Investments Group, Ltd.
N/A—17,906-17,906-100%$2.7M———
Stratos Wealth Advisors, LLC
N/A—17,717-17,717-100%$2.6M———
Zhang Financial LLC
N/A—17,553-17,553-100%$2.6M———
MidFirst Bank
N/A—17,481-17,481-100%$2.6M———
Bernicke Wealth Management, Ltd.
N/A—17,409-17,409-100%$2.6M———
Viawealth, LLC
N/A—17,270-17,270-100%$2.6M———
Moors & Cabot, Inc.
N/A—17,254-17,254-100%$2.6M———
Heritage Wealth Management, Inc. s
N/A—17,114-17,114-100%$2.5M———
McNamara Financial Services, Inc.
N/A—17,051-17,051-100%$2.5M———
Scotia Capital Inc.
N/A—16,929-16,929-100%$2.5M———
Wealth Alliance, LLC
N/A—16,917-16,917-100%$2.5M———
Two Sigma Securities, LLC
N/A—16,908-16,908-100%$2.5M———
Stratos Investment Management, LLC
N/A—16,808-16,808-100%$2.5M———
Baldwin Investment Management, LLC
N/A—16,615-16,615-100%$2.5M———
Ellevest, Inc.
N/A—16,504-16,504-100%$2.4M———
Novare Capital Management LLC
N/A—16,378-16,378-100%$2.4M———
RiverFront Investment Group, LLC
N/A—16,300-16,300-100%$2.4M———
PFG Investments, LLC
N/A—16,271-16,271-100%$2.4M———
Coldstream Capital Management Inc
N/A—16,270-16,270-100%$2.4M———
Mayport, LLC
N/A—16,248-16,248-100%$2.4M———
Tower Research Capital LLC (TRC)
N/A—15,952-15,952-100%$2.4M———
Invst, LLC
N/A—15,730-15,730-100%$2.3M———
Parkwoods Wealth Partners, LLC
N/A—15,693-15,693-100%$2.3M———
Second Line Capital, LLC
N/A—15,420-15,420-100%$2.3M———
Institute for Wealth Management, Llc.
N/A—15,340-15,340-100%$2.3M———
Azimuth Capital Investment Management LLC
N/A—15,270-15,270-100%$2.3M———
Stock Yards Bank & Trust Co
N/A—15,214-15,214-100%$2.3M———
Expressive Wealth LLC
N/A—15,189-15,189-100%$2.3M———
Ensign Peak Advisors, Inc
N/A—15,166-15,166-100%$2.2M———
Talisman Wealth Advisors LLC
N/A—14,990-14,990-100%$2.2M———
Choate Investment Advisors
N/A—14,807-14,807-100%$2.2M———
Bearing Point Capital, LLC
N/A—14,804-14,804-100%$2.2M———
Nuveen, LLC
N/A—14,670-14,670-100%$2.2M———
JT Stratford LLC
N/A—14,597-14,597-100%$2.2M———
Uniting Wealth Partners, LLC
N/A—14,517-14,517-100%$2.2M———
North Dallas Bank & Trust Co
N/A—14,510-14,510-100%$2.2M———
Ethos Financial Group, LLC
N/A—14,480-14,480-100%$2.1M———
Fisher Asset Management, LLC
N/A—14,403-14,403-100%$2.1M———
Baker Avenue Asset Management, LP
N/A—14,349-14,349-100%$2.1M———
Rathbones Group PLC
N/A—14,197-14,197-100%$2.1M———
GTS Securities LLC
N/A—13,821-13,821-100%$2.0M———
Peak Asset Management, LLC
N/A—13,795-13,795-100%$2.0M———
Jump Financial, LLC
N/A—13,526-13,526-100%$2.0M———
Continuum Advisory, LLC
N/A—13,111-13,111-100%$1.9M———
Portland Global Advisors LLC
N/A—12,983-12,983-100%$1.9M———
Spirepoint Private Client, LLC
N/A—12,864-12,864-100%$1.9M———
Maxele Advisors, LLC
N/A—12,804-12,804-100%$1.9M———
Darden Wealth Group Inc
N/A—12,642-12,642-100%$1.9M———
RIK Saylor Financial, Inc.
N/A—12,612-12,612-100%$1.9M———
Anchor Investment Management, LLC
N/A—12,448-12,448-100%$1.8M———
Olde Wealth Management, LLC
N/A—12,347-12,347-100%$1.8M———
Arbor Trust Wealth Advisors, LLC
N/A—12,313-12,313-100%$1.8M———
Alpha Capital Advisors Inc
N/A—12,207-12,207-100%$1.8M———
Bridgewater Advisors Inc.
N/A—12,107-12,107-100%$1.8M———
Riverpoint Wealth Management Holdings, LLC
N/A—12,089-12,089-100%$1.8M———
GeoWealth Management, LLC
N/A—11,994-11,994-100%$1.8M———
Pacific Point Advisors, LLC
N/A—11,993-11,993-100%$1.8M———
Corsicana & Co.
N/A—11,887-11,887-100%$1.8M———
Carr Financial Group Corp
N/A—11,765-11,765-100%$1.7M———
Independent Advisor Alliance
N/A—11,757-11,757-100%$1.7M———
Teachers Insurance & Annuity Association of America
N/A—11,698-11,698-100%$1.7M———
Goldstone Financial Group, LLC
N/A—11,675-11,675-100%$1.7M———
Strathmore Capital Advisors, Inc.
N/A—11,660-11,660-100%$1.7M———
Lcnb Corp
N/A—11,657-11,657-100%$1.7M———
Old North State Trust, LLC
N/A—11,644-11,644-100%$1.7M———
Tudor Financial Inc.
N/A—11,556-11,556-100%$1.7M———
TRU Independence Asset Management 2, LLC
N/A—11,555-11,555-100%$1.7M———
Teachers Retirement System of the State of Kentucky
N/A—11,553-11,553-100%$1.7M———
Eldridge Investment Advisors, Inc.
N/A—11,530-11,530-100%$1.7M———
Tocqueville Asset Management L.P.
N/A—11,455-11,455-100%$1.7M———
Gilbert & Cook, Inc.
N/A—11,238-11,238-100%$1.7M———
Beckerman Institutional, LLC
N/A—11,215-11,215-100%$1.7M———
Xcelsior Advisor Partners LLC
N/A—11,202-11,202-100%$1.7M———
New Republic Capital, LLC
N/A—11,054-11,054-100%$1.6M———
Prairieview Wealth Partners, LLC
N/A—11,023-11,023-100%$1.6M———
Port Capital LLC
N/A—10,898-10,898-100%$1.6M———
Resurgent Financial Advisors LLC
N/A—10,809-10,809-100%$1.6M———
Valley Financial Group, Inc.
N/A—10,791-10,791-100%$1.6M———
Vident Advisory, LLC
N/A—10,755-10,755-100%$1.6M———
Cofg Advisors, LLC
N/A—10,649-10,649-100%$1.6M———
AlTi Global, Inc.
N/A—10,612-10,612-100%$1.6M———
Integrated Investment Consultants, LLC
N/A—10,546-10,546-100%$1.6M———
Pasadena Private Wealth, LLC
N/A—10,485-10,485-100%$1.6M———
Severin Investments, LLC
N/A—10,424-10,424-100%$1.5M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—10,385-10,385-100%$1.5M———
J. M. Brown & Associates Inc.
N/A—10,377-10,377-100%$1.5M———
Acadian Asset Management LLC
N/A—10,373-10,373-100%$1.5M———
Cary Street Partners Investment Advisory LLC
N/A—10,307-10,307-100%$1.5M———
Lansing Street Advisors
N/A—10,213-10,213-100%$1.5M———
Paladin Advisory Group, LLC
N/A—10,159-10,159-100%$1.5M———
Liberty Square Wealth Partners LLC
N/A—10,103-10,103-100%$1.5M———
Emerald Investment Advisers, LLC
N/A—10,017-10,017-100%$1.5M———
Manhattan West Asset Management, LLC
N/A—9,988-9,988-100%$1.5M———
Waterloo Capital, L.P.
N/A—9,666-9,666-100%$1.4M———
Broadview Financial Management, LLC
N/A—9,665-9,665-100%$1.4M———
Forefront Wealth Partners, LLC
N/A—9,665-9,665-100%$1.4M———
Sovereign Financial Group, Inc.
N/A—9,622-9,622-100%$1.4M———
Nicolet Bankshares Inc
N/A—9,564-9,564-100%$1.4M———
First National Bank & Trust Co of Newtown
N/A—9,561-9,561-100%$1.4M———
Roundview Capital LLC
N/A—9,464-9,464-100%$1.4M———
Clear Investment Research, LLC
N/A—9,414-9,414-100%$1.4M———
First Commonwealth Financial Corp
N/A—9,378-9,378-100%$1.4M———
Chilton Investment Co Inc.
N/A—9,377-9,377-100%$1.4M———
Legacy Financial Group LLC
N/A—9,362-9,362-100%$1.4M———
Pine Valley Investments Ltd Liability Co
N/A—9,308-9,308-100%$1.4M———
Sandy Cove Advisors, LLC
N/A—9,115-9,115-100%$1.4M———
GatePass Capital, LLC
N/A—9,086-9,086-100%$1.3M———
Insigneo Advisory Services, LLC
N/A—9,042-9,042-100%$1.3M———
Birchcreek Wealth Management, LLC
N/A—8,996-8,996-100%$1.3M———
IFC Advisors LLC
N/A—8,993-8,993-100%$1.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—8,980-8,980-100%$1.3M———
TD Capital Management LLC
N/A—8,971-8,971-100%$1.3M———
Cannell & Spears LLC
N/A—8,920-8,920-100%$1.3M———
Fi3 Financial Advisors, LLC
N/A—8,900-8,900-100%$686.2K———
Vanguard Advisers Inc
N/A—8,899-8,899-100%$1.3M———
Axis Wealth Partners, LLC
N/A—8,894-8,894-100%$1.3M———
Clearwater Capital Advisors, LLC
N/A—8,876-8,876-100%$1.3M———
AssuredPartners Investment Advisors, LLC
N/A—8,868-8,868-100%$1.3M———
Pursuit Wealth Strategies, LLC
N/A—8,853-8,853-100%$1.3M———
FLC Capital Advisors
N/A—8,801-8,801-100%$1.3M———
Pgim Custom Harvest LLC
N/A—8,778-8,778-100%$1.3M———
Peak Planning Group, LLC
N/A—8,654-8,654-100%$1.3M———
Nelson Capital Management, LLC
N/A—8,652-8,652-100%$1.3M———
Vista Capital Partners, Inc.
N/A—8,604-8,604-100%$1.3M———
PW Advisors, LLC \ FL
N/A—8,572-8,572-100%$1.3M———
Bragg Financial Advisors, Inc
N/A—8,502-8,502-100%$1.3M———
SHP Wealth Management
N/A—8,477-8,477-100%$1.3M———
Rollins Financial Advisors, LLC
N/A—8,419-8,419-100%$1.2M———
Guardian Wealth Advisors, LLC / NC
N/A—8,341-8,341-100%$1.2M———
American Trust
N/A—8,313-8,313-100%$1.2M———
Forum Private Client Group LLC
N/A—8,273-8,273-100%$1.2M———
Wilshire Advisors LLC
N/A—8,259-8,259-100%$1.2M———
Loudon Investment Management, LLC
N/A—7,967-7,967-100%$1.2M———
Zions Bancorporation, National Association
N/A—7,904-7,904-100%$1.2M———
Concentrum Wealth Management
N/A—7,805-7,805-100%$1.2M———
Pitcairn Wealth Advisors LLC
N/A—7,801-7,801-100%$1.2M———
Prosperity Bancshares Inc
N/A—7,759-7,759-100%$1.2M———
Berkshire Asset Management LLC
N/A—7,725-7,725-100%$1.1M———
Whalerock Point Partners, LLC
N/A—7,677-7,677-100%$1.1M———
Orion Capital Management LLC
N/A—7,660-7,660-100%$1.1M———
Pacific SUN Financial Corp
N/A—7,631-7,631-100%$1.1M———
WealthShield Partners, LLC
N/A—7,612-7,612-100%$1.1M———
Miller Capital Partners, Inc.
N/A—7,591-7,591-100%$1.1M———
Sound View Wealth Advisors Group, LLC
N/A—7,563-7,563-100%$1.1M———
Connors Investor Services Inc
N/A—7,517-7,517-100%$1.1M———
Banque Transatlantique SA
N/A—7,500-7,500-100%$1.1M———
Tandem Financial, LLC
N/A—7,499-7,499-100%$1.1M———
Spartan Wealth Advisory Services LLC
N/A—7,499-7,499-100%$1.1M———
Riverview Capital Advisers, LLC
N/A—7,477-7,477-100%$1.1M———
Steelhead Wealth Management LLC
N/A—7,425-7,425-100%$1.1M———
Prospect Financial Services LLC
N/A—7,400-7,400-100%$1.1M———
Trivium Point Advisory, LLC
N/A—7,393-7,393-100%$1.1M———
TRB Wealth Management, LLC
N/A—7,390-7,390-100%$1.1M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—7,346-7,346-100%$1.1M———
Arcus Capital Partners, LLC
N/A—7,205-7,205-100%$1.1M———
Camarda Financial Advisors, LLC
N/A—7,198-7,198-100%$1.1M———
URS Advisory LLC
N/A—7,197-7,197-100%$1.1M———
Tower Bridge Advisors
N/A—7,147-7,147-100%$1.1M———
Tulsa Wealth Advisors, Inc
N/A—7,075-7,075-100%$1.0M———
Fourth Dimension Wealth, LLC
N/A—7,065-7,065-100%$1.0M———
S&T Bank
N/A—7,012-7,012-100%$1.0M———
White Knight Strategic Wealth Advisors, LLC
N/A—6,909-6,909-100%$1.0M———
Compton Financial Group, LLC
N/A—6,887-6,887-100%$1.0M———
Klcm Advisors, Inc.
N/A—6,713-6,713-100%$995.6K———
WFA of San Diego, LLC
N/A—6,669-6,669-100%$998.4K———
Phillips Wealth Planners LLC
N/A—6,660-6,660-100%$968.3K———
Capasso Planning Partners LLC
N/A—6,625-6,625-100%$982.6K———
Tyche Wealth Partners LLC
N/A—6,551-6,551-100%$971.6K———
Advisory Alpha, LLC
N/A—6,492-6,492-100%$963.1K———
Truepoint, Inc.
N/A—6,491-6,491-100%$962.7K———
Talon Private Wealth, LLC
N/A—6,459-6,459-100%$958.0K———
Collaborative Capital Advisors LLC
N/A—6,413-6,413-100%$951.1K———
Bank OZK
N/A—6,397-6,397-100%$948.7K———
Horizon Family Wealth, Inc.
N/A—6,334-6,334-100%$939.4K———
Strategic Wealth Partners, Ltd.
N/A—6,331-6,331-100%$939.0K———
Crestmont Private Wealth LLC
N/A—6,310-6,310-100%$935.9K———
Clearbridge Investments, LLC
N/A—6,308-6,308-100%$935.5K———
Cardiff Park Advisors, LLC
N/A—6,280-6,280-100%$931.4K———
Cvfg LLC
N/A—6,276-6,276-100%$930.9K———
Pioneer Trust Bank N A
N/A—6,261-6,261-100%$928.6K———
Brio Consultants, LLC
N/A—6,229-6,229-100%$923.8K———
White Pine Capital LLC
N/A—6,216-6,216-100%$921.9K———
Yukon Wealth Management, Inc.
N/A—6,125-6,125-100%$908.5K———
Fiduciary Management Inc
N/A—6,090-6,090-100%$903.2K———
First National Advisers, LLC
N/A—6,051-6,051-100%$897.4K———
Fairview Capital Investment Management, LLC
N/A—6,044-6,044-100%$896.4K———
Empirical Asset Management, LLC
N/A—5,961-5,961-100%$884.1K———
Motco
N/A—5,949-5,949-100%$882.3K———
Oxford Financial Group, Ltd. LLC
N/A—5,930-5,930-100%$879.5K———
Meridian Wealth Advisors, LLC
N/A—5,886-5,886-100%$872.9K———
Alta Wealth Advisors LLC
N/A—5,883-5,883-100%$872.5K———
Advisors Capital Management, LLC
N/A—5,776-5,776-100%$856.7K———
Cambria Investment Management, L.P.
N/A—5,749-5,749-100%$852.6K———
Main Street Financial Solutions, LLC
N/A—5,748-5,748-100%$852.5K———
Ausdal Financial Partners, Inc.
N/A—5,733-5,733-100%$850.3K———
Adams Wealth Management
N/A—5,711-5,711-100%$847.0K———
CacheTech Inc.
N/A—5,711-5,711-100%$847.0K———
Bouchey Financial Group, Ltd.
N/A—5,699-5,699-100%$845.2K———
Invesco Ltd.
N/A—5,650-5,650-100%$838.0K———
Performance Wealth Partners, LLC
N/A—5,644-5,644-100%$837.1K———
HFG Advisors, Inc.
N/A—5,609-5,609-100%$831.9K———
CNB Bank
N/A—5,549-5,549-100%$823.0K———
Vantus Wealth LLC
N/A—5,545-5,545-100%$822.4K———
Crews Bank & Trust
N/A—5,429-5,429-100%$805.2K———
American Investment Services, Inc.
N/A—5,337-5,337-100%$791.5K———
Daner Wealth Management, LLC
N/A—5,316-5,316-100%$795.9K———
Waddell & Associates, LLC
N/A—5,308-5,308-100%$787.2K———
Brightwater Advisory LLC
N/A—5,224-5,224-100%$774.8K———
Hansen & Associates Financial Group, Inc.
N/A—5,216-5,216-100%$765.7K———
Carson Advisory Inc.
N/A—5,212-5,212-100%$773.0K———
Clarendon Private LLC
N/A—5,205-5,205-100%$772.0K———
Seaside Wealth Management, Inc.
N/A—5,190-5,190-100%$769.7K———
Private Capital Management, LLC
N/A—5,148-5,148-100%$763.5K———
Calton & Associates, Inc.
N/A—5,140-5,140-100%$762.3K———
GWN Securities Inc.
N/A—5,139-5,139-100%$762.2K———
Strategic Financial Planning, Inc.
N/A—5,107-5,107-100%$757.4K———
Permanens Capital L.P.
N/A—5,000-5,000-100%$741.6K———
Kesler, Norman & Wride, LLC
N/A—4,992-4,992-100%$740.4K———
Keyvantage Wealth, LLC
N/A—4,971-4,971-100%$737.2K———
Lakeridge Wealth Management LLC
N/A—4,952-4,952-100%$734.5K———
Stelac Advisory Services LLC
N/A—4,797-4,797-100%$711.4K———
Vanguard Personalized Indexing Management, LLC
N/A—4,754-4,754-100%$705.1K———
Argent Advisors, Inc.
N/A—4,724-4,724-100%$700.6K———
Peloton Wealth Strategists
N/A—4,709-4,709-100%$698.0K———
Stillwater Private Wealth, LLC
N/A—4,705-4,705-100%$701.0K———
Liberty Wealth Management LLC
N/A—4,704-4,704-100%$584.8K———
Bonfire Financial
N/A—4,698-4,698-100%$696.7K———
Shared Vision Wealth Group LLC
N/A—4,681-4,681-100%$694.2K———
Strategies Wealth Advisors, LLC
N/A—4,658-4,658-100%$690.9K———
Fortune Financial Advisors, LLC
N/A—4,634-4,634-100%$687.3K———
17 Capital Partners, LLC
N/A—4,619-4,619-100%$685.0K———
Millennium Management LLC
N/A—4,560-4,560-100%$676.3K———
River Wealth Advisors LLC
N/A—4,556-4,556-100%$675.7K———
Stillwater Capital Advisors, LLC
N/A—4,552-4,552-100%$675.1K———
Clare Market Investments LLC
N/A—4,546-4,546-100%$674.2K———
Jane Street Group, LLC
N/A—4,523-4,523-100%$670.8K———
Atlas Capital Advisors Inc.
N/A—4,489-4,489-100%$665.8K———
Modus Advisors, LLC
N/A—4,467-4,467-100%$662.5K———
Northwest Bancshares, Inc.
N/A—4,449-4,449-100%$659.8K———
Fiduciary Wealth Partners, LLC
N/A—4,442-4,442-100%$658.8K———
Vines Capital Management, LLC
N/A—4,389-4,389-100%$650.9K———
Founders Financial Alliance, LLC
N/A—4,361-4,361-100%$646.8K———
Melfa Wealth Management, Inc.
N/A—4,320-4,320-100%$640.7K———
Freestone Capital Holdings, LLC
N/A—4,298-4,298-100%$637.5K———
Fortress Private Ledger, LLC
N/A—4,289-4,289-100%$636.1K———
Medallion Wealth Advisors, LLC
N/A—4,284-4,284-100%$639.7K———
Proactive Wealth Strategies LLC
N/A—4,204-4,204-100%$623.7K———
Tribridge Partners Financial LLC
N/A—4,134-4,134-100%$601.6K———
OneAscent Financial Services LLC
N/A—4,110-4,110-100%$609.6K———
Hollencrest Capital Management
N/A—4,052-4,052-100%$600.9K———
Ironwood Investment Counsel, LLC
N/A—4,052-4,052-100%$601.0K———
Allie Family Office LLC
N/A—4,048-4,048-100%$600.4K———
BSW Wealth Partners
N/A—4,048-4,048-100%$600.4K———
Tidal Investments LLC
N/A—3,985-3,985-100%$591.0K———
Stokes Family Office, LLC
N/A—3,968-3,968-100%$588.5K———
Douglass Winthrop Advisors, LLC
N/A—3,967-3,967-100%$588.3K———
Keating Financial Advisory Services, Inc.
N/A—3,946-3,946-100%$585.2K———
Landing Point Financial Group, LLC
N/A—3,942-3,942-100%$584.6K———
BankPlus Trust Department
N/A—3,877-3,877-100%$575.0K———
Foster & Motley Inc
N/A—3,875-3,875-100%$575.0K———
Mosaic Family Wealth Partners, LLC
N/A—3,872-3,872-100%$574.3K———
Cbiz Investment Advisory Services, LLC
N/A—3,861-3,861-100%$479.9K———
Mosaic Financial Group, LLC
N/A—3,842-3,842-100%$570.0K———
Legacy Wealth Managment, LLC
N/A—3,793-3,793-100%$562.5K———
Alerus Financial NA
N/A—3,791-3,791-100%$562.2K———
Plum Street Advisors, LLC
N/A—3,762-3,762-100%$557.9K———
NCM Capital Management, LLC
N/A—3,728-3,728-100%$552.9K———
Price T Rowe Associates Inc
N/A—3,724-3,724-100%$553.0K———
Stonebridge Capital Advisors LLC
N/A—3,710-3,710-100%$550.2K———
Haverford Financial Services, Inc.
N/A—3,704-3,704-100%$549.3K———
Everest Financial Group LLC
N/A—3,697-3,697-100%$548.2K———
West Michigan Advisors, LLC
N/A—3,684-3,684-100%$546.3K———
Citadel Advisors LLC
N/A—3,677-3,677-100%$545.3K———
Roble, Belko & Company, Inc
N/A—3,651-3,651-100%$541.0K———
Bedel Financial Consulting, Inc.
N/A—3,622-3,622-100%$537.2K———
PSI Advisors, LLC
N/A—3,616-3,616-100%$536.3K———
Red Door Wealth Management, LLC
N/A—3,584-3,584-100%$531.6K———
Traub Capital Management LLC
N/A—3,558-3,558-100%$527.7K———
Truvestments Capital LLC
N/A—3,551-3,551-100%$503.1K———
BlueStem Wealth Partners, LLC
N/A—3,546-3,546-100%$525.9K———
Crux Wealth Advisors
N/A—3,538-3,538-100%$524.8K———
Wiser Advisor Group LLC
N/A—3,511-3,511-100%$520.7K———
Wellington Grp LLC
N/A—3,506-3,506-100%$520.0K———
Cascade Financial Partners, LLC
N/A—3,500-3,500-100%$519.0K———
Team Hewins, LLC
N/A—3,482-3,482-100%$516.4K———
Castle Wealth Management LLC
N/A—3,468-3,468-100%$514.4K———
Petra Financial Advisors Inc
N/A—3,427-3,427-100%$508.3K———
Thomasville National Bank
N/A—3,415-3,415-100%$506.5K———
Kinetic Wealth Investment Advisors LLC
N/A—3,388-3,388-100%$502.5K———
Hantz Financial Services, Inc.
N/A—3,376-3,376-100%$501.0K———
Synergy Investment Management, LLC
N/A—3,365-3,365-100%$498.4K———
Edgestream Partners, L.P.
N/A—3,329-3,329-100%$493.7K———
Capstone Financial Advisors, Inc.
N/A—3,302-3,302-100%$489.7K———
Bienville Capital Management, LLC
N/A—3,292-3,292-100%$488.2K———
First Trust Advisors LP
N/A—3,229-3,229-100%$478.9K———
Stonebridge Financial Group, LLC
N/A—3,200-3,200-100%$474.0K———
RFP Financial Group LLC
N/A—3,174-3,174-100%$470.7K———
Ameriflex Group, Inc.
N/A—3,153-3,153-100%$467.7K———
Financial Freedom, LLC
N/A—3,147-3,147-100%$466.8K———
Fortis Capital Management LLC
N/A—3,143-3,143-100%$466.2K———
Rothschild Capital Partners, LLC
N/A—3,140-3,140-100%$465.7K———
Top Private Wealth Llc.
N/A—3,140-3,140-100%$465.7K———
Legacy Edge Advisors, LLC
N/A—3,133-3,133-100%$464.7K———
Dynamic Technology Lab Private Ltd
N/A—3,100-3,100-100%$460.0K———
Horizon Investment Services, LLC
N/A—3,094-3,094-100%$458.9K———
Great OAK Capital Partners, LLC
N/A—3,080-3,080-100%$446.5K———
Meramec Financial Planners, LLC
N/A—3,076-3,076-100%$447.6K———
Copia Wealth Management
N/A—3,071-3,071-100%$455.5K———
Heritage Trust Co
N/A—3,054-3,054-100%$452.9K———
Westwood Holdings Group Inc
N/A—3,041-3,041-100%$451.0K———
Darwin Wealth Management, LLC
N/A—3,027-3,027-100%$449.0K———
M1 Capital Management LLC
N/A—3,008-3,008-100%$446.1K———
Prelude Capital Management, LLC
N/A—3,000-3,000-100%$444.9K———
Denver Wealth Management, Inc.
N/A—2,998-2,998-100%$444.6K———
Aegis Wealth Management LLC
N/A—2,970-2,970-100%$440.5K———
Collaborative Wealth Managment Inc.
N/A—2,930-2,930-100%$434.6K———
Aureus Asset Management, LLC
N/A—2,927-2,927-100%$434.1K———
Rothschild Investment LLC
N/A—2,905-2,905-100%$430.8K———
Pinney & Scofield, Inc.
N/A—2,904-2,904-100%$430.7K———
Partners in Financial Planning
N/A—2,890-2,890-100%$428.7K———
Hirtle & Co., LLC
N/A—2,890-2,890-100%$428.6K———
Rockbridge Investment Management, LCC
N/A—2,873-2,873-100%$426.0K———
Kirtland Hills Capital Management, LLC
N/A—2,871-2,871-100%$425.8K———
Wallace Advisory Group, LLC
N/A—2,843-2,843-100%$421.6K———
Buffalo Business & Estate Services LTD
N/A—2,839-2,839-100%$421.1K———
Financial Advisors Network, Inc.
N/A—2,838-2,838-100%$420.9K———
Checchi Capital Advisers, LLC
N/A—2,829-2,829-100%$419.6K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,817-2,817-100%$417.0K———
Marco Investment Management LLC
N/A—2,806-2,806-100%$416.2K———
Mitchell Mcleod Pugh & Williams Inc
N/A—2,795-2,795-100%$414.5K———
PAX Financial Group, LLC
N/A—2,782-2,782-100%$412.6K———
Collier Financial
N/A—2,776-2,776-100%$411.7K———
Thayer Partners, LLC / MA
N/A—2,773-2,773-100%$411.2K———
Van Hulzen Asset Management, LLC
N/A—2,766-2,766-100%$410.2K———
Oxinas Partners, LLC
N/A—2,763-2,763-100%$409.8K———
Vantage Point Financial LLC
N/A—2,762-2,762-100%$409.6K———
Integrity Wealth Solutions LLC
N/A—2,756-2,756-100%$408.7K———
Family Manage LLC
N/A—2,753-2,753-100%$408.3K———
MJP Associates Inc
N/A—2,726-2,726-100%$404.3K———
Eight 31 Financial, LLC
N/A—2,721-2,721-100%$403.6K———
one8zero8, LLC
N/A—2,713-2,713-100%$402.4K———
Pallas Capital Advisors LLC
N/A—2,688-2,688-100%$398.7K———
Barnes Pettey Financial Advisors, LLC
N/A—2,678-2,678-100%$397.2K———
IAG Wealth Partners, LLC
N/A—2,657-2,657-100%$394.1K———
Impact Partnership Wealth, LLC
N/A—2,657-2,657-100%$394.0K———
Spwm Advisors LLC
N/A—2,632-2,632-100%$384.3K———
Elgethun Capital Management
N/A—2,603-2,603-100%$386.1K———
Garden State Investment Advisory Services LLC
N/A—2,594-2,594-100%$384.8K———
Chatterton & Associates Inc.
N/A—2,576-2,576-100%$374.7K———
Iconiq Capital, LLC
N/A—2,576-2,576-100%$382.0K———
Hobbs Group Advisors, LLC
N/A—2,563-2,563-100%$380.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,553-2,553-100%$378.6K———
Twin Peaks Wealth Advisors, LLC
N/A—2,552-2,552-100%$378.5K———
Glassman Wealth Services
N/A—2,543-2,543-100%$377.2K———
Marshall Financial Group, LLC
N/A—2,542-2,542-100%$377.0K———
Chancellor Financial Group WB LP
N/A—2,535-2,535-100%$375.9K———
M3 Advisory Group, LLC
N/A—2,532-2,532-100%$375.6K———
Intentional Wealth Strategies, LLC
N/A—2,523-2,523-100%$374.2K———
Brand Asset Management Group, Inc.
N/A—2,521-2,521-100%$373.9K———
Creekmur Asset Management LLC
N/A—2,519-2,519-100%$373.6K———
North Star Asset Management Inc
N/A—2,504-2,504-100%$371.4K———
Schroder Investment Management Group
N/A—2,450-2,450-100%$363.4K———
Highland Investment Advisors LLC
N/A—2,440-2,440-100%$361.9K———
CIM, LLC
N/A—2,437-2,437-100%$361.4K———
New Insight Wealth Advisors
N/A—2,427-2,427-100%$359.9K———
Octavia Wealth Advisors, LLC
N/A—2,421-2,421-100%$359.1K———
Slagle Financial, LLC
N/A—2,421-2,421-100%$359.0K———
Webster Bank, N. A.
N/A—2,413-2,413-100%$357.9K———
Mairs & Power Inc
N/A—2,410-2,410-100%$357.4K———
Meadowbrook Advisors Group, LLC
N/A—2,407-2,407-100%$357.0K———
Coastwise Capital Group, LLC
N/A—2,387-2,387-100%$354.0K———
Aberdeen Wealth Management LLC
N/A—2,376-2,376-100%$352.4K———
Peregrine Asset Advisers, Inc.
N/A—2,370-2,370-100%$351.5K———
Capital Investment Management, Inc.
N/A—2,362-2,362-100%$350.3K———
Werba Rubin Papier Wealth Management
N/A—2,352-2,352-100%$348.8K———
Resolute Capital, LLC
N/A—2,338-2,338-100%$346.8K———
Bcwm, LLC
N/A—2,330-2,330-100%$345.6K———
USA Financial Formulas
N/A—2,301-2,301-100%$341.3K———
Sand Hill Global Advisors, LLC
N/A—2,291-2,291-100%$339.8K———
O'rourke & Company, Inc
N/A—2,290-2,290-100%$339.7K———
Stonebridge Financial Group, LLC / MO
N/A—2,289-2,289-100%$339.5K———
BTC Capital Management, Inc.
N/A—2,281-2,281-100%$338.3K———
Osbon Capital Management LLC
N/A—2,277-2,277-100%$337.7K———
Seascape Capital Management
N/A—2,262-2,262-100%$335.0K———
American Wealth Advisors, LLC
N/A—2,244-2,244-100%$332.8K———
FSA Advisors, Inc.
N/A—2,240-2,240-100%$332.2K———
Farmers National Bank
N/A—2,239-2,239-100%$332.1K———
DV Trading LLC
N/A—2,218-2,218-100%$329.0K———
FWG Holdings, LLC
N/A—2,191-2,191-100%$317.4K———
FSB Premier Wealth Management, Inc.
N/A—2,189-2,189-100%$324.6K———
Drucker Wealth 3.0, LLC
N/A—2,179-2,179-100%$323.1K———
Schnieders Capital Management, Llc.
N/A—2,162-2,162-100%$320.6K———
Osborne Partners Capital Management, LLC
N/A—2,160-2,160-100%$320.4K———
Beaton Management Co. Inc.
N/A—2,139-2,139-100%$317.0K———
Moment Partners, LLC
N/A—2,133-2,133-100%$316.3K———
Petix & Botte Co
N/A—2,115-2,115-100%$313.7K———
Channel Wealth LLC
N/A—2,113-2,113-100%$313.4K———
Potomac Fund Management Inc
N/A—2,101-2,101-100%$311.6K———
Stonebrook Private Inc.
N/A—2,089-2,089-100%$309.8K———
Kera Capital Partners, Inc.
N/A—2,082-2,082-100%$308.8K———
German American Bancorp, Inc.
N/A—2,060-2,060-100%$305.5K———
Sachetta, LLC
N/A—2,058-2,058-100%$305.2K———
Tobias Financial Advisors, Inc.
N/A—2,053-2,053-100%$304.4K———
Bank of Hawaii
N/A—2,045-2,045-100%$303.3K———
Sierra Capital LLC
N/A—2,045-2,045-100%$303.3K———
Wealthfront Advisers LLC
N/A—2,042-2,042-100%$302.8K———
Aspiring Ventures, LLC
N/A—2,028-2,028-100%$300.8K———
East Coast Asset Management, Llc.
N/A—2,027-2,027-100%$300.7K———
Navis Wealth Advisors, LLC
N/A—2,023-2,023-100%$300.1K———
Van Diest Capital, LLC
N/A—2,016-2,016-100%$299.1K———
Natural Investments, LLC
N/A—2,013-2,013-100%$298.0K———
Sun Financial Inc
N/A—2,010-2,010-100%$297.6K———
Quent Capital, LLC
N/A—2,002-2,002-100%$296.9K———
Cedrus Wealth Group LLC
N/A—1,997-1,997-100%$296.2K———
Lavaca Capital LLC
N/A—1,994-1,994-100%$295.7K———
Bcgm Wealth Management, LLC
N/A—1,991-1,991-100%$295.3K———
Clearstead Trust, LLC
N/A—1,967-1,967-100%$291.7K———
First American Trust, FSB
N/A—1,958-1,958-100%$290.4K———
LM Advisors LLC
N/A—1,957-1,957-100%$289.0K———
Prasad Wealth Partners, LLC
N/A—1,945-1,945-100%$288.4K———
D L Carlson Investment Group Inc
N/A—1,937-1,937-100%$287.3K———
Falcon Wealth Planning
N/A—1,930-1,930-100%$286.2K———
Legacy Financial Advisors, Inc.
N/A—1,921-1,921-100%$284.9K———
Hilltop Partners LLC
N/A—1,912-1,912-100%$283.5K———
Vernal Point Advisors, LLC
N/A—1,906-1,906-100%$282.7K———
Signet Private Wealth LLC
N/A—1,904-1,904-100%$282.3K———
McMillan Office, Inc.
N/A—1,900-1,900-100%$281.8K———
Northeast Planning Associates, Inc. / NH /
N/A—1,865-1,865-100%$276.6K———
Resolute Wealth Strategies, LLC
N/A—1,854-1,854-100%$274.9K———
Paragon Capital Management LLC
N/A—1,835-1,835-100%$272.1K———
Oakmont Advisory Group, LLC
N/A—1,822-1,822-100%$270.2K———
Gallagher Fiduciary Advisors, LLC
N/A—1,820-1,820-100%$269.9K———
Kapstone Financial Advisors LLC
N/A—1,815-1,815-100%$269.2K———
Orcam Financial Group
N/A—1,787-1,787-100%$265.0K———
Wealth Management Associates, Inc.
N/A—1,756-1,756-100%$260.4K———
Synergy Financial Group, LTD
N/A—1,749-1,749-100%$259.5K———
Cornerstone Financial Management LLC
N/A—1,749-1,749-100%$259.4K———
Rodgers Brothers Inc.
N/A—1,739-1,739-100%$257.9K———
One Degree Advisors Inc
N/A—1,738-1,738-100%$256.0K———
Drake & Associates, LLC
N/A—1,736-1,736-100%$257.5K———
Altar Rock LLC
N/A—1,729-1,729-100%$256.4K———
Prosperity Consulting Group, LLC
N/A—1,721-1,721-100%$255.3K———
Topsail Wealth Management, LLC
N/A—1,716-1,716-100%$254.6K———
Dopkins Wealth Management, LLC
N/A—1,703-1,703-100%$252.6K———
Kiley Juergens Wealth Management, LLC
N/A—1,698-1,698-100%$251.8K———
Generations Wealth, LLC
N/A—1,697-1,697-100%$251.7K———
Steffes Financial, Ltd.
N/A—1,693-1,693-100%$251.1K———
Aspire Growth Partners LLC
N/A—1,692-1,692-100%$250.9K———
Brookwood Investment Group LLC
N/A—1,684-1,684-100%$249.8K———
Patron Partners, LLC
N/A—1,667-1,667-100%$247.2K———
Prudent Investors Network, Inc.
N/A—1,666-1,666-100%$247.1K———
Maridea Wealth Management LLC
N/A—1,663-1,663-100%$246.7K———
Miramar Capital, LLC
N/A—1,652-1,652-100%$245.0K———
Exit Wealth Advisors, Llc.
N/A—1,644-1,644-100%$243.8K———
Verity Wealth Advisors
N/A—1,640-1,640-100%$243.2K———
Sfmg, LLC
N/A—1,639-1,639-100%$243.0K———
Tidemark, LLC
N/A—1,628-1,628-100%$241.4K———
Cheviot Value Management, LLC
N/A—1,626-1,626-100%$241.2K———
Beacon Investment Advisors LLC
N/A—1,618-1,618-100%$240.0K———
Monograph Wealth Advisors, LLC
N/A—1,617-1,617-100%$239.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,614-1,614-100%$239.3K———
Panoramic Investment Advisors, LLC
N/A—1,606-1,606-100%$238.2K———
Basepoint Wealth LLC
N/A—1,593-1,593-100%$236.2K———
ODonnell Financial Services, LLC
N/A—1,586-1,586-100%$235.2K———
Tiaa Wealth Investment Management LLC
N/A—1,585-1,585-100%$233.5K———
Magnolia Private Wealth, LLC
N/A—1,579-1,579-100%$234.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,562-1,562-100%$231.7K———
One Charles Private Wealth Services, LLC
N/A—1,551-1,551-100%$230.1K———
Warner Financial, Inc
N/A—1,551-1,551-100%$230.1K———
One Wealth Management Investment & Advisory Services, LLC
N/A—1,543-1,543-100%$228.9K———
Three Cord True Wealth Management, LLC
N/A—1,540-1,540-100%$228.4K———
Mission Creek Capital Partners, Inc.
N/A—1,538-1,538-100%$228.1K———
Maripau Wealth Management LLC
N/A—1,535-1,535-100%$227.6K———
Disciplined Investors, L.L.C.
N/A—1,496-1,496-100%$221.8K———
L & S Advisors Inc
N/A—1,494-1,494-100%$221.6K———
Novus Advisors, LLC
N/A—1,490-1,490-100%$221.0K———
Tillman Hartley LLC
N/A—1,478-1,478-100%$219.2K———
TPG Financial Advisors, LLC
N/A—1,473-1,473-100%$218.5K———
Strategic Investment Advisors / MI
N/A—1,465-1,465-100%$217.3K———
Planning Center, Inc.
N/A—1,449-1,449-100%$214.9K———
Indie Asset Partners, LLC
N/A—1,440-1,440-100%$213.6K———
BCS Private Wealth Management, Inc.
N/A—1,438-1,438-100%$213.3K———
Kickstand Ventures, Llc.
N/A—1,414-1,414-100%$209.6K———
Eaton Financial Holdings Company, LLC
N/A—1,408-1,408-100%$208.8K———
Peak Retirement Planning, Inc.
N/A—1,406-1,406-100%$208.6K———
Astoria Portfolio Advisors Llc.
N/A—1,397-1,397-100%$207.2K———
Cedarwood Wealth LLC
N/A—1,391-1,391-100%$206.2K———
Pennington Partners & Co., LLC
N/A—1,388-1,388-100%$205.8K———
McLean Asset Management Corp
N/A—1,388-1,388-100%$201.9K———
Trexquant Investment LP
N/A—1,371-1,371-100%$203.3K———
Annandale Capital, LLC
N/A—1,371-1,371-100%$203.0K———
GenTrust, LLC
N/A—1,368-1,368-100%$202.9K———
Raffa Wealth Management, LLC
N/A—1,360-1,360-100%$201.7K———
Cambient Family Office, LLC
N/A—1,359-1,359-100%$201.6K———
Byrne Financial Freedom, LLC
N/A—1,357-1,357-100%$201.3K———
Aimz Investment Advisors, LLC
N/A—1,353-1,353-100%$200.7K———
Caitlin John, LLC
N/A—1,300-1,300-100%$192.9K———
Avalon Trust Co
N/A—1,241-1,241-100%$184.1K———
Walsh & Associates, LLC
N/A—1,207-1,207-100%$179.0K———
Bank of the Bluegrass & Trust Co.
N/A—1,190-1,190-100%$161.9K———
Beaird Harris Wealth Management, LLC
N/A—1,189-1,189-100%$176.3K———
HHM Wealth Advisors, LLC
N/A—1,137-1,137-100%$168.6K———
Loomis Sayles & Co L P
N/A—1,112-1,112-100%$164.9K———
Ankerstar Wealth, LLC
N/A—1,098-1,098-100%$163.0K———
Addison Advisors LLC
N/A—1,055-1,055-100%$156.5K———
Prestige Wealth Management Group LLC
N/A—1,054-1,054-100%$156.3K———
Ballast Advisors LLC
N/A—1,049-1,049-100%$155.6K———
Logan Capital Management Inc
N/A—1,000-1,000-100%$148.3K———
Seneschal Advisors, LLC
N/A—938-938-100%$139.1K———
N.E.W. Advisory Services LLC
N/A—933-933-100%$138.4K———
JPL Wealth Management, LLC
N/A—891-891-100%$132.1K———
PlanVest Financial, Inc
N/A—873-873-100%$129.5K———
Vision Retirement, LLC
N/A—851-851-100%$126.2K———
Manning & Napier Advisors LLC
N/A—823-823-100%$122.1K———
LRI Investments, LLC
N/A—817-817-100%$121.1K———
Sankala Group LLC
N/A—786-786-100%$116.3K———
JDM Financial Group LLC
N/A—755-755-100%$112.0K———
PIN OAK Investment Advisors Inc
N/A—751-751-100%$111.0K———
Measured Wealth Private Client Group, LLC
N/A—747-747-100%$110.8K———
Banque Cantonale Vaudoise
N/A—738-738-100%$109.0K———
Bravera Wealth
N/A—725-725-100%$107.5K———
Rogco, LP
N/A—716-716-100%$106.2K———
Nova Wealth Management, Inc.
N/A—657-657-100%$97.4K———
Kerr Financial Planning Corp
N/A—657-657-100%$97.3K———
Wind River Trust Co
N/A—625-625-100%$92.7K———
WealthCollab, LLC
N/A—624-624-100%$92.5K———
London Co of Virginia
N/A—614-614-100%$91.1K———
Tripletail Wealth Management, LLC
N/A—593-593-100%$86.9K———
FWL Investment Management, LLC
N/A—516-516-100%$76.5K———
Winch Advisory Services, LLC
N/A—496-496-100%$73.6K———
Nalls Sherbakoff Group, LLC
N/A—476-476-100%$70.5K———
VSM Wealth Advisory, LLC
N/A—474-474-100%$70.3K———
Evolution Advisers, Inc.
N/A—474-474-100%$70.0K———
Rice Partnership, LLC
N/A—468-468-100%$69.4K———
Harborfront Financial Group LLC
N/A—435-435-100%$64.5K———
Timbuktu Capital Management, LLC
N/A—430-430-100%$63.7K———
Graney & King, LLC
N/A—395-395-100%$58.6K———
Millstone Evans Group, LLC
N/A—391-391-100%$58.0K———
Burnham & Co LLC
N/A—390-390-100%$57.8K———
Coston, McIsaac & Partners
N/A—385-385-100%$57.0K———
Napier Financial, LLC
N/A—374-374-100%$55.5K———
Wellington-Altus USA Inc.
N/A—359-359-100%$44.6K———
Deutsche Bank Ag\
N/A—334-334-100%$49.5K———
RED Reef Advisors LLC
N/A—308-308-100%$45.7K———
Integrity Financial Corp
N/A—305-305-100%$45.2K———
Riverview Trust Co
N/A—297-297-100%$44.0K———
C M Bidwell & Associates LTD
N/A—291-291-100%$43.2K———
Index Technologies Group LLC
N/A—283-283-100%$42.0K———
Quantum Portfolio Management LLC
N/A—283-283-100%$42.0K———
Sittner & Nelson, LLC
N/A—278-278-100%$41.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—251-251-100%$37.2K———
Kiker Wealth Management, LLC
N/A—220-220-100%$32.6K———
Heritage Wealth Advisors
N/A—209-209-100%$31.0K———
Cetera Trust Company, N.a
N/A—209-209-100%$31.0K———
Westfuller Advisors, LLC
N/A—201-201-100%$29.8K———
Field & Main Bank
N/A—200-200-100%$29.7K———
Front Row Advisors LLC
N/A—192-192-100%$28.5K———
Financial Life Planners
N/A—192-192-100%$28.5K———
Minot DeBlois Advisors LLC
N/A—180-180-100%$26.7K———
Mpwm Advisory Solutions, LLC
N/A—177-177-100%$26.2K———
Harris Associates L P
N/A—177-177-100%$26.3K———
Delta Asset Management LLC
N/A—172-172-100%$25.5K———
Punch & Associates Investment Management, Inc.
N/A—164-164-100%$24.3K———
Bellevue Asset Management, LLC
N/A—163-163-100%$24.3K———
Morgan Dempsey Capital Management LLC
N/A—162-162-100%$24.0K———
Ogorek Anthony Joseph
N/A—161-161-100%$23———
Boreal Capital Management LLC
N/A—150-150-100%$22.2K———
Peterson Wealth Management
N/A—125-125-100%$18.6K———
Luminist Capital LLC
N/A—116-116-100%$17.2K———
Mark Sheptoff Financial Planning, LLC
N/A—109-109-100%$16.2K———
Atlantic Private Wealth, LLC
N/A—105-105-100%$15.5K———
Financial Gravity Companies, Inc.
N/A—93-93-100%$13.8K———
Caldwell Sutter Capital, Inc.
N/A—79-79-100%$11.7K———
Investment Counsel Co of Nevada
N/A—74-74-100%$11.0K———
Atomic Invest LLC
N/A—57-57-100%$8.4K———
Swan Capital LLC
N/A—51-51-100%$7.6K———
Parvin Asset Management, LLC
N/A—45-45-100%$6.7K———
Anchor Bay Capital, Inc.
N/A—34-34-100%$5.0K———
Lummis Asset Management, LP
N/A—27-27-100%$4.0K———
Allied Private Wealth LLC
N/A—24-24-100%$3.4K———
Edmond de Rothschild Holding S.A.
N/A—24-24-100%$3.6K———
Frazier Financial Advisors, LLC
N/A—17-17-100%$2.5K———
Horizon Bancorp Inc
N/A—15-15-100%$2.0K———
Capital Advisor Network LLC
N/A—15-15-100%$2.2K———
Mcguire Capital Advisors Inc
N/A—10-10-100%$1.5K———
Imprint Wealth LLC
N/A—9-9-100%$1.3K———
Morse Asset Management, Inc
N/A—8-8-100%$1.2K———
Bernard Wealth Management Corp.
N/A—2-2-100%$297———
Showing 2931 of 2931 institutions