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Ishares S&P Small-Cap 600 VA (IJS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares942,895 from 871,179
Change+71,716 (+8%)
Value$120.8M (+$1.7M)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares734,699 from 756,315
Change-21,616 (-3%)
Value$94.1M (-$9.3M)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares687,879 from 697,547
Change-9,668 (-1%)
Value$88.1M (-$7.2M)
Filed 2026-10-28
Savant Capital, LLC
INCREASED
Shares677,047 from 414,318
Change+262,729 (+63%)
Value$86.7M (+$29.1M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares527,078 from 533,549
Change-6,471 (-1%)
Value$67.5M (-$5.4M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares392,673 from 465,878
Change-73,205 (-16%)
Value$50.3M (-$13.4M)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares327,743 from 336,656
Change-8,913 (-3%)
Value$42.0M (-$4.0M)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares262,114 from 265,163
Change-3,049 (-1%)
Value$33.6M (-$2.7M)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
DECREASED
Shares246,003 from 246,437
Change-434 (0%)
Value$31.5M (-$2.2M)
Filed 2026-10-05
AlphaCore Capital LLC
DECREASED
Shares212,058 from 222,345
Change-10,287 (-5%)
Value$27.2M (-$3.2M)
Filed 2026-11-04
GHP Investment Advisors, Inc.
DECREASED
Shares193,222 from 194,925
Change-1,703 (-1%)
Value$24.8M (-$1.9M)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares188,627 from 182,126
Change+6,501 (+4%)
Value$24.2M (-$729.9K)
Filed 2026-11-06
Probity Advisors, Inc.
DECREASED
Shares168,701 from 169,228
Change-527 (0%)
Value$21.6M (-$1.5M)
Filed 2026-10-23
Creative Planning
DECREASED
Shares163,931 from 165,672
Change-1,741 (-1%)
Value$21.0M (-$1.6M)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares137,323 from 140,180
Change-2,857 (-2%)
Value$17.6M (-$1.6M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares137,256 from 132,411
Change+4,845 (+4%)
Value$17.6K (-$18.1M)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares136,721 from 139,128
Change-2,407 (-2%)
Value$17.5M (-$1.5M)
Filed 2026-11-04
Ellis Investment Partners, LLC
DECREASED
Shares132,569 from 136,152
Change-3,583 (-3%)
Value$17.0M (-$1.6M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares123,273 from 105,999
Change+17,274 (+16%)
Value$9.2M (+$1.2M)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares121,107 from 119,236
Change+1,871 (+2%)
Value$15.5M (-$783.3K)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares120,407 from 107,553
Change+12,854 (+12%)
Value$15.4M (+$724.0K)
Filed 2026-11-04
Wealth Architects, LLC
DECREASED
Shares107,808 from 108,795
Change-987 (-1%)
Value$13.8M (-$1.1M)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares101,480 from 102,795
Change-1,315 (-1%)
Value$13.0M (-$1.1M)
Filed 2026-10-08
Prospera Financial Services Inc
INCREASED
Shares87,300 from 8,410
Change+78,890 (+938%)
Value$11.6M (+$10.4M)
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares82,435 from 78,669
Change+3,766 (+5%)
Value$10.6M (-$192.7K)
Filed 2026-11-06
Home Federal Bank of Tennessee
DECREASED
Shares81,580 from 82,628
Change-1,048 (-1%)
Value$10.5M (-$843.1K)
Filed 2026-10-15
Lake Street Private Wealth, LLC
DECREASED
Shares80,874 from 85,450
Change-4,576 (-5%)
Value$10.4M (-$1.3M)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares79,338 from 79,292
Change+46 (+0%)
Value$10.4M (-$326.9K)
Filed 2026-10-27
Cordatus Wealth Management LLC
INCREASED
Shares78,907 from 6,564
Change+72,343 (+1102%)
Value$10.1M (+$9.2M)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
DECREASED
Shares77,321 from 78,070
Change-749 (-1%)
Value$9.9M (-$765.7K)
Filed 2026-10-27
Evanson Financial, LLC
DECREASED
Shares76,527 from 77,708
Change-1,181 (-2%)
Value$9.8M (-$818.1K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
DECREASED
Shares74,541 from 188,438
Change-113,897 (-60%)
Value$9.5M (-$16.2M)
Filed 2026-10-16
RTD Financial Advisors, Inc.
DECREASED
Shares74,269 from 76,982
Change-2,713 (-4%)
Value$9.5M (-$1.0M)
Filed 2026-10-09
Capital Advisors, Ltd. LLC
INCREASED
Shares71,998 from 71,773
Change+225 (+0%)
Value$9.2K (-$587)
Filed 2026-10-27
Bokf, NA
DECREASED
Shares71,045 from 71,269
Change-224 (0%)
Value$9.1M (-$640.2K)
Filed 2026-10-27
Sterling Financial Planning, Inc.
DECREASED
Shares70,802 from 73,343
Change-2,541 (-3%)
Value$9.1M (-$954.7K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
DECREASED
Shares69,671 from 71,803
Change-2,132 (-3%)
Value$8.9M (-$889.1K)
Filed 2026-11-03
Occidental Asset Management, LLC
DECREASED
Shares68,971 from 69,146
Change-175 (0%)
Value$8.8M (-$615.6K)
Filed 2026-11-05
Councilor Wealth, LLC
DECREASED
Shares64,852 from 67,174
Change-2,322 (-3%)
Value$8.3M (-$873.8K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
DECREASED
Shares63,796 from 65,132
Change-1,336 (-2%)
Value$8.2M (+$457.4K)
Filed 2026-10-13
Ifrah Financial Services, Inc.
INCREASED
Shares63,542 from 63,432
Change+110 (+0%)
Value$8.1M (-$530.1K)
Filed 2026-10-13
Phillips Financial Management, LLC
DECREASED
Shares61,230 from 64,417
Change-3,187 (-5%)
Value$7.8M (-$961.1K)
Filed 2026-10-19
One Day In July LLC
DECREASED
Shares61,084 from 63,462
Change-2,378 (-4%)
Value$7.8M (-$849.0K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares59,383 from 59,203
Change+180 (+0%)
Value$7.6M (-$484.9K)
Filed 2026-11-05
Independence Financial Advisors, LLC
INCREASED
Shares58,951 from 54,228
Change+4,723 (+9%)
Value$7.6M (+$139.8K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares57,153 from 54,900
Change+2,253 (+4%)
Value$7.8M (+$307.9K)
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares57,119 from 57,619
Change-500 (-1%)
Value$7.3M (-$558.4K)
Filed 2026-10-23
Tabr Capital Management, LLC
DECREASED
Shares56,904 from 86,085
Change-29,181 (-34%)
Value$7.3M (-$4.5M)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares54,928 from 52,487
Change+2,441 (+5%)
Value$7.0M (-$137.6K)
Filed 2026-10-23
Crescent Grove Advisors, LLC
INCREASED
Shares53,888 from 52,809
Change+1,079 (+2%)
Value$6.9M (-$314.9K)
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares53,422 from 59,948
Change-6,526 (-11%)
Value$6.8M (-$1.4M)
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED
Shares52,157 from 47,115
Change+5,042 (+11%)
Value$6.8M (+$430.0K)
Filed 2026-10-13
Ironwood Financial, llc
DECREASED
Shares51,820 from 52,299
Change-479 (-1%)
Value$6.6M (-$431.0K)
Filed 2026-10-20
Rodgers & Associates, LTD
DECREASED
Shares51,701 from 52,262
Change-561 (-1%)
Value$6.6M (-$520.3K)
Filed 2026-10-20
MMA Asset Management LLC
INCREASED
Shares50,386 from 50,311
Change+75 (+0%)
Value$6.5M (-$422.2K)
Filed 2026-11-02
Inspire Trust Co, N.A.
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$6.4M (-$429.0K)
Filed 2026-11-05
Gerald Baker Financial Group LLC
INCREASED
Shares49,991 from 49,534
Change+457 (+1%)
Value$6.4M (-$366.5K)
Filed 2026-10-09
Pinkerton Wealth, LLC
DECREASED
Shares49,809 from 1,579,899
Change-1,530,090 (-97%)
Value$6.4M (-$180.8M)
Filed 2026-10-29
First County Bank
DECREASED
Shares49,716 from 50,032
Change-316 (-1%)
Value$6.4M (-$469.8K)
Filed 2026-10-13
True Freedom Investing, LLC
DECREASED
Shares49,665 from 1,906,412
Change-1,856,747 (-97%)
Value$6.4M (-$219.5M)
Filed 2026-10-29
Sapient Capital LLC
INCREASED
Shares49,646 from 47,818
Change+1,828 (+4%)
Value$6.4M (-$176.1K)
Filed 2026-10-08
Sonata Capital Group Inc
INCREASED
Shares48,015 from 47,705
Change+310 (+1%)
Value$6.2M (-$369.6K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares47,748 from 63,826
Change-16,078 (-25%)
Value$6.1M (-$2.6M)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares46,535 from 46,137
Change+398 (+1%)
Value$6.0M (-$344.9K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares45,700 from 27,741
Change+17,959 (+65%)
Value$5.9M (+$2.1M)
Filed 2026-10-29
Pittenger & Anderson Inc
UNCHANGED
Shares45,700 from 45,700
Change0 (0%)
Value$5.9M (-$392.1K)
Filed 2026-11-02
Level Four Advisory Services, LLC
UNCHANGED
Shares45,489 from 45,489
Change0 (0%)
Value$5.8M (-$390.2K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares45,002 from 44,666
Change+336 (+1%)
Value$5.8M (-$340.3K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares43,302 from 39,152
Change+4,150 (+11%)
Value$5.5M (+$195.6K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares43,034 from 43,034
Change0 (0%)
Value$5.5M (-$369.2K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares42,686 from 40,794
Change+1,892 (+5%)
Value$5.5M (-$53.8K)
Filed 2026-11-04
Eley Financial Management, Inc
INCREASED
Shares42,458 from 42,127
Change+331 (+1%)
Value$5.4M (-$319.0K)
Filed 2026-11-03
Lutz Financial Services LLC
DECREASED
Shares42,426 from 42,637
Change-211 (0%)
Value$5.4M (-$392.9K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED
Shares42,362 from 42,706
Change-344 (-1%)
Value$5.4M (-$410.5K)
Filed 2026-10-23
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares41,438 from 41,616
Change-178 (0%)
Value$5.3M (-$380.0K)
Filed 2026-10-09
BKM Wealth Management, LLC
INCREASED
Shares41,405 from 37,020
Change+4,385 (+12%)
Value$5.3M (+$244.2K)
Filed 2026-10-22
Burns J W & Co Inc
INCREASED
Shares41,069 from 40,438
Change+631 (+2%)
Value$5.3M (-$266.2K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares41,052 from 41,242
Change-190 (0%)
Value$5.3M (-$378.2K)
Filed 2026-11-03
Veratis Advisors, Inc.
INCREASED
Shares40,790 from 40,638
Change+152 (+0%)
Value$5.2M (-$329.1K)
Filed 2026-11-03
First Citizens Financial Corp
DECREASED
Shares39,701 from 39,900
Change-199 (0%)
Value$5.1M (-$367.8K)
Filed 2026-10-02
Salomon & Ludwin, LLC
DECREASED
Shares39,371 from 39,626
Change-255 (-1%)
Value$5.0M (-$365.5K)
Filed 2026-10-29
Clayton Financial Group LLC
INCREASED
Shares39,297 from 39,132
Change+165 (+0%)
Value$5.0M (-$314.5K)
Filed 2026-10-13
Salus Financial Advisors, LLC
DECREASED
Shares39,228 from 39,535
Change-307 (-1%)
Value$5.0M (-$378.5K)
Filed 2026-10-20
DT Investment Partners, LLC
UNCHANGED
Shares38,530 from 38,530
Change0 (0%)
Value$4.9M (-$330.6K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares37,991 from 37,421
Change+570 (+2%)
Value$4.9M (-$248.1K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares35,285 from 34,529
Change+756 (+2%)
Value$4.5M (-$199.6K)
Filed 2026-10-23
Centerpoint Advisors, LLC
DECREASED
Shares34,896 from 35,485
Change-589 (-2%)
Value$4.5M (-$380.0K)
Filed 2026-11-05
LTG Capital LLC
DECREASED
Shares34,133 from 34,903
Change-770 (-2%)
Value$4.4M (-$398.1K)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares33,799 from 34,469
Change-670 (-2%)
Value$4.3M (-$381.0K)
Filed 2026-11-05
Access Investment Management LLC
INCREASED
Shares33,549 from 32,764
Change+785 (+2%)
Value$4.3M (-$180.6K)
Filed 2026-10-23
Liberty Capital Management, Inc.
INCREASED
Shares33,075 from 33,073
Change+2 (+0%)
Value$4.2M (-$283.5K)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares32,845 from 33,970
Change-1,125 (-3%)
Value$4.2M (-$435.6K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares32,393 from 32,204
Change+189 (+1%)
Value$4.1M (-$252.1K)
Filed 2026-11-03
Cambridge Financial Group, LLC
UNCHANGED
Shares31,516 from 31,516
Change0 (0%)
Value$4.3M ($0)
Filed 2026-10-06
Avior Wealth Management, LLC
DECREASED
Shares31,105 from 34,320
Change-3,215 (-9%)
Value$4.0M (-$706.3K)
Filed 2026-10-13
Courier Capital LLC
DECREASED
Shares30,255 from 32,082
Change-1,827 (-6%)
Value$3.9M (-$509.2K)
Filed 2026-10-19
1834 Investment Advisors Co
DECREASED
Shares29,108 from 29,847
Change-739 (-2%)
Value$3.7M (-$350.7K)
Filed 2026-10-16
Apella Capital, LLC
INCREASED
Shares28,839 from 20,159
Change+8,680 (+43%)
Value$3.7M (+$1.0M)
Filed 2026-10-08
Evensky & Katz LLC
DECREASED
Shares28,149 from 28,481
Change-332 (-1%)
Value$3.6K (-$3.9M)
Filed 2026-10-27
Baring Financial LLC
INCREASED
Shares27,993 from 27,598
Change+395 (+1%)
Value$3.6M (-$186.3K)
Filed 2026-10-07
InvesTrust
DECREASED
Shares27,311 from 29,311
Change-2,000 (-7%)
Value$3.5M (-$507.7K)
Filed 2026-10-14
Birch Hill Investment Advisors LLC
INCREASED
Shares27,016 from 26,434
Change+582 (+2%)
Value$3.5M (-$152.3K)
Filed 2026-10-16
Neumann Capital Management, LLC
INCREASED
Shares26,885 from 26,880
Change+5 (+0%)
Value$3.4M (-$230.0K)
Filed 2026-10-15
Ullmann Wealth Partners Group, LLC
INCREASED
Shares26,590 from 26,589
Change+1 (0%)
Value$3.4M (-$228.0K)
Filed 2026-11-02
LifeSteps Financial, Inc.
DECREASED
Shares26,581 from 27,480
Change-899 (-3%)
Value$3.4M (-$350.9K)
Filed 2026-10-15
McKinley Carter Wealth Services, Inc.
DECREASED
Shares26,518 from 26,798
Change-280 (-1%)
Value$3.4M (-$265.8K)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares26,453 from 26,706
Change-253 (-1%)
Value$3.4M (-$261.5K)
Filed 2026-10-14
Tortoise Investment Management, LLC
DECREASED
Shares26,027 from 26,352
Change-325 (-1%)
Value$3.3M (-$267.7K)
Filed 2026-11-06
Oxler Private Wealth LLC
DECREASED
Shares25,206 from 29,757
Change-4,551 (-15%)
Value$3.2M (-$838.3K)
Filed 2026-10-21
Abacus Planning Group, Inc.
DECREASED
Shares24,922 from 24,975
Change-53 (0%)
Value$3.2M (-$221.2K)
Filed 2026-11-02
Columbia Bank
DECREASED
Shares24,371 from 24,581
Change-210 (-1%)
Value$3.1M (-$237.8K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED
Shares24,090 from 24,772
Change-682 (-3%)
Value$3.1M (-$299.9K)
Filed 2026-10-08
MSH Capital Advisors LLC
DECREASED
Shares23,635 from 23,835
Change-200 (-1%)
Value$3.0M (-$230.1K)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares22,336 from 22,554
Change-218 (-1%)
Value$2.9M (-$221.3K)
Filed 2026-10-20
ARK & TLK Investments, LLC
UNCHANGED
Shares22,136 from 22,136
Change0 (0%)
Value$2.8M (-$189.9K)
Filed 2026-10-20
Midwest Trust Co
DECREASED
Shares22,027 from 23,014
Change-987 (-4%)
Value$2.8M (-$323.9K)
Filed 2026-10-22
Triangle Securities Wealth Management
DECREASED
Shares21,147 from 21,623
Change-476 (-2%)
Value$2.7M (-$246.4K)
Filed 2026-10-14
USA Financial Formulas
NEW
Shares21,028
Change+21,028
Value$2.7M
Filed 2026-10-16
St. Louis Trust Co
INCREASED
Shares19,949 from 19,946
Change+3 (+0%)
Value$2.6M (+$2.0M)
Filed 2026-11-03
Capital Squared Financial LLC
DECREASED
Shares19,800 from 19,852
Change-52 (0%)
Value$2.5M (-$177.1K)
Filed 2026-10-30
Associated Banc-Corp
INCREASED
Shares19,725 from 18,778
Change+947 (+5%)
Value$2.5M (-$39.8K)
Filed 2026-10-30
Quadcap Wealth Management, LLC
DECREASED
Shares19,564 from 19,576
Change-12 (0%)
Value$2.5M (-$169.6K)
Filed 2026-11-02
LMG Wealth Partners, LLC
DECREASED
Shares19,196 from 19,234
Change-38 (0%)
Value$2.5M (-$169.9K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED
Shares19,019 from 19,222
Change-203 (-1%)
Value$2.4M (-$191.1K)
Filed 2026-10-26
AtlasMark Financial, Inc
DECREASED
Shares18,844 from 19,360
Change-516 (-3%)
Value$2.4M (-$232.2K)
Filed 2026-10-13
Ramiah Investment Group
DECREASED
Shares18,160 from 25,120
Change-6,960 (-28%)
Value$2.3M (-$1.1M)
Filed 2026-10-20
UMB Bank, n.a.
DECREASED
Shares18,128 from 19,464
Change-1,336 (-7%)
Value$2.3M (-$338.1K)
Filed 2026-11-06
Strategic Blueprint, LLC
DECREASED
Shares18,088 from 19,928
Change-1,840 (-9%)
Value$2.3M (-$406.6K)
Filed 2026-10-22
Taylor Financial Group, Inc.
INCREASED
Shares17,986 from 17,817
Change+169 (+1%)
Value$2.3M (-$131.2K)
Filed 2026-11-02
Hurley Capital, LLC
INCREASED
Shares17,941 from 17,397
Change+544 (+3%)
Value$2.3M (-$79.6K)
Filed 2026-11-05
Larson Financial Group LLC
DECREASED
Shares17,903 from 17,987
Change-84 (0%)
Value$2.3M (-$165.1K)
Filed 2026-11-05
Oarsman Capital, Inc.
DECREASED
Shares17,640 from 17,672
Change-32 (0%)
Value$2.3M (-$155.7K)
Filed 2026-11-05
Fortress Financial Group, LLC
DECREASED
Shares17,236 from 19,556
Change-2,320 (-12%)
Value$2.2M (-$465.0K)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares17,179 from 17,975
Change-796 (-4%)
Value$2.2M (-$256.3K)
Filed 2026-11-05
Lifestyle Asset Management, Inc.
INCREASED
Shares17,171 from 16,474
Change+697 (+4%)
Value$2.2M (-$52.0K)
Filed 2026-10-20
City Holding Co
INCREASED
Shares17,000 from 15,395
Change+1,605 (+10%)
Value$2.2M (+$73.5K)
Filed 2026-10-19
First Merchants Corp
DECREASED
Shares16,957 from 17,086
Change-129 (-1%)
Value$2.2M (-$163.1K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares16,668 from 8,768
Change+7,900 (+90%)
Value$2.1M (+$937.9K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares16,230 from 16,230
Change0 (0%)
Value$2.2M ($0)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares15,154 from 14,459
Change+695 (+5%)
Value$1.9M (-$35.0K)
Filed 2026-10-28
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares14,743 from 14,334
Change+409 (+3%)
Value$1.9M (-$70.6K)
Filed 2026-10-08
AGF Management LTD
UNCHANGED
Shares14,400 from 14,400
Change0 (0%)
Value$1.8M (-$123.6K)
Filed 2026-11-03
Summit Financial Consulting LLC
DECREASED
Shares14,199 from 23,869
Change-9,670 (-41%)
Value$1.8M (-$1.4M)
Filed 2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares13,952 from 13,424
Change+528 (+4%)
Value$1.8M (-$23.2K)
Filed 2026-10-21
SigFig Wealth Management, LLC
INCREASED
Shares13,186 from 13,144
Change+42 (+0%)
Value$1.7M (-$102.9K)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
DECREASED
Shares13,182 from 13,942
Change-760 (-5%)
Value$1.7M (-$217.0K)
Filed 2026-10-20
Cranbrook Wealth Management, LLC
DECREASED
Shares13,149 from 13,441
Change-292 (-2%)
Value$1.7M (-$152.8K)
Filed 2026-10-28
Intergy Private Wealth, LLC
INCREASED
Shares12,961 from 12,111
Change+850 (+7%)
Value$1.7M (+$5.0K)
Filed 2026-10-16
PW Nova Financial Services LLC
INCREASED
Shares12,838 from 5,750
Change+7,088 (+123%)
Value$1.6M (+$858.6K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
INCREASED
Shares12,174 from 12,125
Change+49 (+0%)
Value$1.6M (-$97.7K)
Filed 2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares11,972 from 12,087
Change-115 (-1%)
Value$1.5M (-$118.4K)
Filed 2026-10-23
Hudson Oak Wealth Advisory LLC
DECREASED
Shares11,693 from 12,396
Change-703 (-6%)
Value$1.5M (-$196.4K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares11,498
Change+11,498
Value$1.5M
Filed 2026-11-03
Simon Quick Advisors, LLC
UNCHANGED
Shares11,414 from 11,414
Change0 (0%)
Value$1.5M (-$97.9K)
Filed 2026-10-26
Collaborative Capital Advisors LLC
INCREASED
Shares11,362 from 11,349
Change+13 (+0%)
Value$1.5M (-$95.7K)
Filed 2026-11-06
First Hawaiian Bank
DECREASED
Shares10,866 from 12,429
Change-1,563 (-13%)
Value$1.4M (-$306.9K)
Filed 2026-10-14
MCF Advisors LLC
DECREASED
Shares10,766 from 10,944
Change-178 (-2%)
Value$1.4M (-$116.7K)
Filed 2026-10-28
Versant Capital Management, Inc
UNCHANGED
Shares10,686 from 10,686
Change0 (0%)
Value$1.4M (-$91.7K)
Filed 2026-10-02
Thompson Investment Management, Inc.
INCREASED
Shares10,279 from 10,146
Change+133 (+1%)
Value$1.3M (-$70.0K)
Filed 2026-10-14
3Chopt Investment Partners, LLC
UNCHANGED
Shares10,045 from 10,045
Change0 (0%)
Value$1.3M (-$86.2K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED
Shares9,970 from 11,717
Change-1,747 (-15%)
Value$966.3K (-$409.9K)
Filed 2026-11-04
Marin Bay Wealth Advisors, LLC
INCREASED
Shares9,800 from 9,798
Change+2 (+0%)
Value$1.3M (-$83.9K)
Filed 2026-10-28
American National Bank & Trust
UNCHANGED
Shares9,800 from 9,800
Change0 (0%)
Value$1.3M (-$84.1K)
Filed 2026-10-07
Bangor Savings Bank
UNCHANGED
Shares9,799 from 9,799
Change0 (0%)
Value$1.3M (-$84.1K)
Filed 2026-10-06
Squire Investment Management Company, LLC
UNCHANGED
Shares9,761 from 9,761
Change0 (0%)
Value$1.3M (-$83.7K)
Filed 2026-11-03
Tompkins Financial Corp
DECREASED
Shares9,690 from 9,845
Change-155 (-2%)
Value$1.2M (-$104.3K)
Filed 2026-10-05
GFS Advisors, LLC
DECREASED
Shares9,404 from 9,469
Change-65 (-1%)
Value$1.2M (-$21.9M)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares9,390 from 9,750
Change-360 (-4%)
Value$1.2M (-$129.9K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
DECREASED
Shares9,355 from 9,585
Change-230 (-2%)
Value$1.2M (-$111.6K)
Filed 2026-10-27
Willow Creek Wealth Management Inc.
DECREASED
Shares9,333 from 9,488
Change-155 (-2%)
Value$1.2M (-$101.3K)
Filed 2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares9,298 from 8,519
Change+779 (+9%)
Value$1.2M (+$26.7K)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares9,267 from 23,173
Change-13,906 (-60%)
Value$1.2M (-$2.0M)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares9,109 from 9,510
Change-401 (-4%)
Value$1.2M (-$133.1K)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares9,096 from 9,074
Change+22 (+0%)
Value$1.2M (-$74.9K)
Filed 2026-10-23
Claro Advisors Inc.
INCREASED
Shares9,096 from 9,080
Change+16 (+0%)
Value$1.2M (-$75.9K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares8,970 from 9,937
Change-967 (-10%)
Value$1.1M (-$209.1K)
Filed 2026-11-04
Powerhouse Assets LLC
INCREASED
Shares8,807 from 8,285
Change+522 (+6%)
Value$1.1M (-$4.1K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares8,720 from 7,001
Change+1,719 (+25%)
Value$1.1M (+$160.1K)
Filed 2026-10-21
Vaughan & Co Securities, Inc.
UNCHANGED
Shares8,581 from 8,581
Change0 (0%)
Value$1.1M (-$73.6K)
Filed 2026-10-23
Wealth Management Partners, LLC
DECREASED
Shares8,399 from 8,540
Change-141 (-2%)
Value$1.1M (-$91.3K)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares8,378 from 8,463
Change-85 (-1%)
Value$1.1M (-$83.5K)
Filed 2026-10-28
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares8,237 from 8,237
Change0 (0%)
Value$1.1M (-$71.0K)
Filed 2026-11-05
Patriot Investment Management Group, Inc.
UNCHANGED
Shares8,117 from 8,117
Change0 (0%)
Value$1.0M (-$69.6K)
Filed 2026-10-15
Dumont & Blake Investment Advisors LLC
DECREASED
Shares7,991 from 7,995
Change-4 (0%)
Value$1.0M (-$69.1K)
Filed 2026-10-28
High Net Worth Advisory Group LLC
UNCHANGED
Shares7,900 from 7,900
Change0 (0%)
Value$1.0M (-$67.8K)
Filed 2026-10-26
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares7,872 from 7,855
Change+17 (+0%)
Value$1.0M (-$65.3K)
Filed 2026-10-27
Brighton Jones LLC
DECREASED
Shares7,596 from 7,730
Change-134 (-2%)
Value$973.0K (-$83.5K)
Filed 2026-11-03
Wedmont Private Capital
UNCHANGED
Shares7,530 from 7,530
Change0 (0%)
Value$975.9K (-$40.7K)
Filed 2026-10-09
Apollon Wealth Management, LLC
DECREASED
Shares7,470 from 7,635
Change-165 (-2%)
Value$956.9K (-$86.6K)
Filed 2026-10-23
Financial Partners Group, Inc
INCREASED
Shares7,402 from 7,392
Change+10 (+0%)
Value$948.1K (-$62.2K)
Filed 2026-10-19
Valpey Financial Services, LLC
DECREASED
Shares7,297 from 7,645
Change-348 (-5%)
Value$934.7K (-$110.1K)
Filed 2026-10-30
Keenan, LLC
DECREASED
Shares7,241 from 8,048
Change-807 (-10%)
Value$927.5K (-$172.5K)
Filed 2026-10-23
Atria Investments, Inc
NEW
Shares7,225
Change+7,225
Value$925.5K
Filed 2026-10-15
Parkside Financial Bank & Trust
DECREASED
Shares7,171 from 7,554
Change-383 (-5%)
Value$918.6K (-$113.9K)
Filed 2026-10-27
Nations Financial Group Inc,
DECREASED
Shares7,132 from 7,305
Change-173 (-2%)
Value$913.7K (-$84.9K)
Filed 2026-11-05
Diversified Management Inc
INCREASED
Shares6,933 from 6,904
Change+29 (+0%)
Value$888.1K (-$55.5K)
Filed 2026-10-08
Newton One Investments LLC
DECREASED
Shares6,898 from 7,713
Change-815 (-11%)
Value$883.6K (-$170.6K)
Filed 2026-10-14
Quarry Hill Advisors, LLC
UNCHANGED
Shares6,890 from 6,890
Change0 (0%)
Value$882.6K (-$59.1K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares6,705 from 6,195
Change+510 (+8%)
Value$858.9K (+$12.2K)
Filed 2026-11-06
Carolina Wealth Management Inc
DECREASED
Shares6,687 from 6,826
Change-139 (-2%)
Value$856.6K (-$76.4K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares6,669 from 5,060
Change+1,609 (+32%)
Value$854.3K (+$162.6K)
Filed 2026-11-05
Patton Albertson Miller Group, LLC
INCREASED
Shares6,614 from 6,552
Change+62 (+1%)
Value$847.3K (-$48.3K)
Filed 2026-10-26
Money Concepts Capital Corp
DECREASED
Shares6,570 from 6,963
Change-393 (-6%)
Value$841.7K (-$110.0K)
Filed 2026-11-06
Allstreet Capital Advisors LLC
DECREASED
Shares6,547 from 6,778
Change-231 (-3%)
Value$838.7K (-$87.6K)
Filed 2026-11-04
Sherman Wealth Management LLC
DECREASED
Shares6,543 from 6,819
Change-276 (-4%)
Value$838.1K (-$93.9K)
Filed 2026-10-16
Sprinkle Financial Consultants LLC
INCREASED
Shares6,498 from 6,470
Change+28 (+0%)
Value$832.4K (-$52.0K)
Filed 2026-10-09
Harbor Investment Advisory, LLC
DECREASED
Shares6,473 from 6,576
Change-103 (-2%)
Value$829.2K (-$69.6K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,395 from 6,383
Change+12 (+0%)
Value$819.2K (-$53.3K)
Filed 2026-10-16
Mystic Asset Management, Inc.
UNCHANGED
Shares6,345 from 6,345
Change0 (0%)
Value$812.8K (-$54.4K)
Filed 2026-10-15
Fifth Third Wealth Advisors LLC
INCREASED
Shares6,311 from 5,704
Change+607 (+11%)
Value$808.4K (+$28.8K)
Filed 2026-10-22
Kendall Capital Management
UNCHANGED
Shares6,271 from 6,271
Change0 (0%)
Value$803.3K (-$53.8K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares6,246 from 6,246
Change0 (0%)
Value$800.1K (-$53.6K)
Filed 2026-10-16
TrinityBridge Ltd
UNCHANGED
Shares6,201 from 6,201
Change0 (0%)
Value$794 (-$847.2K)
Filed 2026-10-30
Oppenheimer & Co Inc
DECREASED
Shares6,138 from 6,787
Change-649 (-10%)
Value$786.3K (-$141.4K)
Filed 2026-10-26
Center for Financial Planning, Inc.
UNCHANGED
Shares6,102 from 6,102
Change0 (0%)
Value$781.7K (-$52.4K)
Filed 2026-10-26
Power Wealth Management LLC
NEW
Shares6,050
Change+6,050
Value$775.0K
Filed 2026-10-27
Crusonia Wealth Advisors LLC
INCREASED
Shares5,982 from 5,699
Change+283 (+5%)
Value$766.3K (-$12.6K)
Filed 2026-10-26
Greenspring Advisors, LLC
UNCHANGED
Shares5,938 from 5,938
Change0 (0%)
Value$760.6K (-$50.9K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares5,929 from 5,969
Change-40 (-1%)
Value$759.5K (-$56.3K)
Filed 2026-10-30
PUREfi Wealth, LLC
NEW
Shares5,800
Change+5,800
Value$743.0K
Filed 2026-10-19
Busey Bank
UNCHANGED
Shares5,739 from 5,739
Change0 (0%)
Value$735.2K (-$49.2K)
Filed 2026-10-26
Serenity Investment Advisors
DECREASED
Shares5,651 from 6,137
Change-486 (-8%)
Value$723.9K (-$119.9K)
Filed 2026-10-30
Old National Bancorp
UNCHANGED
Shares5,603 from 5,603
Change0 (0%)
Value$717.7K (-$48.1K)
Filed 2026-10-20
Sachem Hill LLC
UNCHANGED
Shares5,595 from 5,595
Change0 (0%)
Value$716.7K (-$48.0K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares5,563 from 5,361
Change+202 (+4%)
Value$712.6K (-$20.1K)
Filed 2026-11-04
Sage Financial Group Inc
INCREASED
Shares5,527 from 5,526
Change+1 (+0%)
Value$708.0K (-$47.4K)
Filed 2026-10-27
Alpine Bank Wealth Management
DECREASED
Shares5,500 from 16,183
Change-10,683 (-66%)
Value$704.6K (-$1.5M)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,499 from 5,693
Change-194 (-3%)
Value$704.5K (-$73.7K)
Filed 2026-10-23
Meredith Wealth Planning
DECREASED
Shares5,468 from 5,521
Change-53 (-1%)
Value$700.5K (-$54.2K)
Filed 2026-10-14
Vestia Personal Wealth Advisors
INCREASED
Shares5,341 from 5,333
Change+8 (+0%)
Value$684.6K (-$44.2K)
Filed 2026-10-20
Finley Financial, LLC
UNCHANGED
Shares5,340 from 5,340
Change0 (0%)
Value$689.9K (-$40.0K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares5,330 from 5,303
Change+27 (+1%)
Value$682.9K (-$42.0K)
Filed 2026-10-28
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares5,314 from 5,202
Change+112 (+2%)
Value$680.8K (-$30.3K)
Filed 2026-10-29
Tactive Advisors, LLC
DECREASED
Shares5,272 from 5,342
Change-70 (-1%)
Value$675.3K (-$54.8K)
Filed 2026-10-08
Private Advisory Group LLC
UNCHANGED
Shares5,255 from 5,255
Change0 (0%)
Value$673.2K (-$45.1K)
Filed 2026-11-06
Northwest Wealth Management, LLC
DECREASED
Shares5,245 from 5,317
Change-72 (-1%)
Value$671.8K (-$54.9K)
Filed 2026-10-30
AWM Capital, LLC
UNCHANGED
Shares5,073 from 5,073
Change0 (0%)
Value$649.9K (-$43.5K)
Filed 2026-10-16
Destiny Capital Corp
DECREASED
Shares5,072 from 5,675
Change-603 (-11%)
Value$649.8K (-$125.8K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares5,067 from 5,096
Change-29 (-1%)
Value$649.1K (-$47.4K)
Filed 2026-11-04
NorthLanding Financial Partners, LLC
INCREASED
Shares5,063 from 5,046
Change+17 (+0%)
Value$648.5K (-$41.2K)
Filed 2026-10-15
Fifth Third Securities, Inc.
INCREASED
Shares5,042 from 4,998
Change+44 (+1%)
Value$645.9K (-$37.2K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares4,987 from 4,987
Change0 (0%)
Value$638.8K (-$42.8K)
Filed 2026-11-04
Tcfg Investment Advisors, LLC
DECREASED
Shares4,903 from 4,994
Change-91 (-2%)
Value$632.2K (-$45.5K)
Filed 2026-10-20
Founders Grove Wealth Partners, LLC
DECREASED
Shares4,898 from 5,110
Change-212 (-4%)
Value$627.4K (-$71.0K)
Filed 2026-10-16
Equitable Trust Co
UNCHANGED
Shares4,896 from 4,896
Change0 (0%)
Value$627.2K (-$42.0K)
Filed 2026-10-13
Jnba Financial Advisors
INCREASED
Shares4,885 from 4,736
Change+149 (+3%)
Value$625.7K (-$21.6K)
Filed 2026-11-03
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares4,882 from 4,882
Change0 (0%)
Value$625.4K (-$41.9K)
Filed 2026-10-09
Wagner Wealth Management, Corp
INCREASED
Shares4,871 from 3,002
Change+1,869 (+62%)
Value$624.0K (+$213.7K)
Filed 2026-10-20
Thayer Partners, LLC / MA
UNCHANGED
Shares4,846 from 4,846
Change0 (0%)
Value$620.7K (-$41.6K)
Filed 2026-11-06
Goelzer Investment Management, Inc.
DECREASED
Shares4,780 from 11,880
Change-7,100 (-60%)
Value$612.3K (-$1.0M)
Filed 2026-10-16
Cypress Financial Planning LLC
DECREASED
Shares4,762 from 4,781
Change-19 (0%)
Value$610.0K (-$43.5K)
Filed 2026-10-09
First Horizon Corp
INCREASED
Shares4,720 from 4,714
Change+6 (+0%)
Value$604.6K (-$39.7K)
Filed 2026-10-26
Nikulski Financial, Inc.
DECREASED
Shares4,707 from 5,132
Change-425 (-8%)
Value$603.0K (-$98.4K)
Filed 2026-11-06
Breakwater Capital Group
DECREASED
Shares4,704 from 4,716
Change-12 (0%)
Value$602.6K (-$41.9K)
Filed 2026-10-09
JSF Financial, LLC
DECREASED
Shares4,675 from 4,813
Change-138 (-3%)
Value$598.9K (-$58.9K)
Filed 2026-10-22
Richwood Investment Advisors, LLC
DECREASED
Shares4,575 from 4,905
Change-330 (-7%)
Value$586.1K (-$84.4K)
Filed 2026-10-30
Cottage Street Advisors LLC
DECREASED
Shares4,513 from 4,514
Change-1 (0%)
Value$578.1K (-$38.8K)
Filed 2026-10-19
Cambridge Capital Management, LLC
INCREASED
Shares4,428 from 4,409
Change+19 (+0%)
Value$567.2K (-$35.4K)
Filed 2026-10-19
Uptown Financial Advisors LLC
UNCHANGED
Shares4,371 from 4,371
Change0 (0%)
Value$559.9K (-$37.5K)
Filed 2026-10-15
First Financial Bank - Trust Division
UNCHANGED
Shares4,336 from 4,336
Change0 (0%)
Value$555.4K (-$37.2K)
Filed 2026-10-01
Barrett & Company, Inc.
INCREASED
Shares4,335 from 4,327
Change+8 (+0%)
Value$555.3K (-$36.2K)
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares4,285 from 3,462
Change+823 (+24%)
Value$548.9K (+$75.6K)
Filed 2026-10-14
Key FInancial Inc
DECREASED
Shares4,280 from 4,430
Change-150 (-3%)
Value$548.3K (-$57.2K)
Filed 2026-11-02
Index Fund Advisors, Inc.
INCREASED
Shares4,208 from 4,190
Change+18 (+0%)
Value$539.1K (-$33.7K)
Filed 2026-11-05
SkyOak Wealth, LLC
UNCHANGED
Shares4,136 from 4,136
Change0 (0%)
Value$529.8K (-$35.5K)
Filed 2026-10-28
Woodward Financial Advisors, Inc.
INCREASED
Shares4,116 from 4,046
Change+70 (+2%)
Value$527.3K (-$25.7K)
Filed 2026-10-19
Frankly Finances, LLC
DECREASED
Shares4,089 from 5,889
Change-1,800 (-31%)
Value$523.8K (-$281.1K)
Filed 2026-10-28
Penobscot Wealth Management
UNCHANGED
Shares4,021 from 4,021
Change0 (0%)
Value$515.1K (-$34.5K)
Filed 2026-10-21
Valley National Advisers Inc
UNCHANGED
Shares3,962 from 3,962
Change0 (0%)
Value$507.5K (-$34.0K)
Filed 2026-10-23
Trail Ridge Investment Advisors, LLC
INCREASED
Shares3,949 from 3,944
Change+5 (+0%)
Value$505.9K (-$33.2K)
Filed 2026-10-16
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares3,914 from 3,914
Change0 (0%)
Value$501.4K (-$33.6K)
Filed 2026-10-15
Breachway Investments LLC
UNCHANGED
Shares3,872 from 3,872
Change0 (0%)
Value$496.0K (-$33.2K)
Filed 2026-10-19
Certuity, LLC
UNCHANGED
Shares3,839 from 3,839
Change0 (0%)
Value$491.8K (-$32.9K)
Filed 2026-11-02
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares3,806 from 3,806
Change0 (0%)
Value$487.5K (-$32.7K)
Filed 2026-10-13
Bfsg, LLC
UNCHANGED
Shares3,725 from 3,725
Change0 (0%)
Value$477.2K (-$32.0K)
Filed 2026-10-30
LJI Wealth Management, LLC
UNCHANGED
Shares3,718 from 3,718
Change0 (0%)
Value$476.2K (-$31.9K)
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares3,707 from 2,449
Change+1,258 (+51%)
Value$474.9K (+$140.1K)
Filed 2026-10-07
Maple Capital Management, Inc.
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$473.3K (-$31.7K)
Filed 2026-11-02
Retirement Planning Co of New England, Inc.
DECREASED
Shares3,660 from 3,910
Change-250 (-6%)
Value$468.8K (-$65.6K)
Filed 2026-10-15
Sage Capital Management, LLC
INCREASED
Shares3,619 from 3,613
Change+6 (+0%)
Value$464.0K (-$30.1K)
Filed 2026-10-20
Focused Alpha, LLC
DECREASED
Shares3,613 from 3,679
Change-66 (-2%)
Value$462.8K (-$40.0K)
Filed 2026-10-20
Brown Miller Wealth Management, LLC
NEW
Shares3,575
Change+3,575
Value$458.0K
Filed 2026-11-02
HBE Wealth Management, LLC
UNCHANGED
Shares3,563 from 3,563
Change0 (0%)
Value$456.4K (-$30.6K)
Filed 2026-11-06
Conning Inc.
UNCHANGED
Shares3,559 from 3,559
Change0 (0%)
Value$455.9K (-$30.5K)
Filed 2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED
Shares3,480 from 3,252
Change+228 (+7%)
Value$445.8K (+$1.4K)
Filed 2026-10-29
Altiora Financial Group, LLC
INCREASED
Shares3,469 from 3,466
Change+3 (+0%)
Value$444.4K (-$29.4K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares3,452 from 3,102
Change+350 (+11%)
Value$442.2K (+$18.2K)
Filed 2026-10-14
Atwater Malick LLC
INCREASED
Shares3,392 from 2,235
Change+1,157 (+52%)
Value$434.5K (+$129.0K)
Filed 2026-10-15
Blue Trust, Inc.
INCREASED
Shares3,345 from 1,883
Change+1,462 (+78%)
Value$428.5K (+$171.1K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares3,325 from 3,324
Change+1 (+0%)
Value$425.8K (-$28.4K)
Filed 2026-11-04
TrueWealth Advisors, LLC
INCREASED
Shares3,294 from 3,060
Change+234 (+8%)
Value$422.0K (+$3.7K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED
Shares3,273 from 3,378
Change-105 (-3%)
Value$419.2K (-$42.4K)
Filed 2026-10-13
GW Henssler & Associates LTD
DECREASED
Shares3,253 from 3,541
Change-288 (-8%)
Value$416.7K (-$67.3K)
Filed 2026-10-26
Shoker Investment Counsel, Inc.
UNCHANGED
Shares3,246 from 3,246
Change0 (0%)
Value$415.8K (-$27.9K)
Filed 2026-11-04
Montecito Bank & Trust
UNCHANGED
Shares3,225 from 3,225
Change0 (0%)
Value$413.1K (-$27.7K)
Filed 2026-10-01
Roberts Financial Services LLC
DECREASED
Shares3,222 from 3,579
Change-357 (-10%)
Value$412.8K (-$76.4K)
Filed 2026-10-23
Advisory Solutions Group, LLC
INCREASED
Shares3,162 from 2,630
Change+532 (+20%)
Value$405.1K (+$45.6K)
Filed 2026-10-14
SYM Financial Corp
DECREASED
Shares3,096 from 3,270
Change-174 (-5%)
Value$396.6K (-$50.3K)
Filed 2026-10-26
Summit Global Investments
UNCHANGED
Shares3,085 from 3,085
Change0 (0%)
Value$395 (-$421.6K)
Filed 2026-10-28
Brookstone Capital Management
INCREASED
Shares3,060 from 1,716
Change+1,344 (+78%)
Value$392.0K (+$157.4K)
Filed 2026-10-22
Gibbs Wealth Management
NEW
Shares3,030
Change+3,030
Value$388.1K
Filed 2026-10-22
Genesis Private Wealth, LLC
UNCHANGED
Shares3,016 from 3,016
Change0 (0%)
Value$386.4K (-$25.9K)
Filed 2026-11-02
Blackston Financial Advisory Group, LLC
DECREASED
Shares2,995 from 3,579
Change-584 (-16%)
Value$383.7K (-$105.5K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
INCREASED
Shares2,971 from 2,885
Change+86 (+3%)
Value$380.6K (-$13.7K)
Filed 2026-10-09
Smith Salley Wealth Management
UNCHANGED
Shares2,960 from 2,960
Change0 (0%)
Value$379.2K (-$25.4K)
Filed 2026-11-03
Fulton Bank, N.A.
UNCHANGED
Shares2,958 from 2,958
Change0 (0%)
Value$378.9K (-$25.4K)
Filed 2026-10-14
Wealth Dimensions Group, Ltd.
DECREASED
Shares2,950 from 3,098
Change-148 (-5%)
Value$377.8K (-$45.6K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares2,917 from 2,917
Change0 (0%)
Value$373.7K (-$25.0K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares2,914 from 2,856
Change+58 (+2%)
Value$373 (-$389.6K)
Filed 2026-10-26
Pinnacle Financial Group, LLC / IL
INCREASED
Shares2,881 from 2,875
Change+6 (+0%)
Value$369.1K (-$23.9K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
INCREASED
Shares2,867 from 2,865
Change+2 (+0%)
Value$367.3K (-$24.4K)
Filed 2026-10-13
Confluence Wealth Services, Inc.
INCREASED
Shares2,825 from 2,823
Change+2 (+0%)
Value$361.8K (-$24.0K)
Filed 2026-11-05
AdvisorNet Financial, Inc
DECREASED
Shares2,821 from 2,938
Change-117 (-4%)
Value$360.5K (-$41.1K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares2,800 from 2,788
Change+12 (+0%)
Value$358.7K (-$22.4K)
Filed 2026-11-04
Renasant Bank
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$352.3K (-$23.6K)
Filed 2026-11-05
Dynamic Financial Group
INCREASED
Shares2,748 from 2,747
Change+1 (+0%)
Value$352.0K (-$23.4K)
Filed 2026-10-28
Willner & Heller, LLC
INCREASED
Shares2,741 from 2,730
Change+11 (+0%)
Value$351.2K (-$22.0K)
Filed 2026-10-28
Silverlake Wealth Management LLC
INCREASED
Shares2,736 from 2,423
Change+313 (+13%)
Value$350.4K (+$19.2K)
Filed 2026-10-21
Compass Ion Advisors, LLC
DECREASED
Shares2,725 from 2,881
Change-156 (-5%)
Value$349.1K (-$44.7K)
Filed 2026-10-23
Warner Financial, Inc
INCREASED
Shares2,720 from 2,716
Change+4 (+0%)
Value$348.4K (-$22.7K)
Filed 2026-11-06
Hardin Capital Partners, LLC
INCREASED
Shares2,673 from 2,593
Change+80 (+3%)
Value$342.4K (-$12.9K)
Filed 2026-10-09
Smith Chas P & Associates PA Cpas
DECREASED
Shares2,670 from 3,290
Change-620 (-19%)
Value$344.1K (-$105.6K)
Filed 2026-10-22
Keystone Wealth Services, LLC
UNCHANGED
Shares2,662 from 2,662
Change0 (0%)
Value$343.3K (-$20.6K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares2,601 from 2,946
Change-345 (-12%)
Value$333.2K (-$69.4K)
Filed 2026-10-22
Avion Wealth
INCREASED
Shares2,594 from 2,552
Change+42 (+2%)
Value$332.0K (-$16.0K)
Filed 2026-11-04
Sepio Capital, LP
UNCHANGED
Shares2,586 from 2,586
Change0 (0%)
Value$331.3K (-$22.2K)
Filed 2026-10-22
Seven Hills Financial, LLC
NEW
Shares2,582
Change+2,582
Value$330.7K
Filed 2026-10-13
Saxony Capital Management, LLC
NEW
Shares2,582
Change+2,582
Value$330.8K
Filed 2026-10-15
Cornerstone Planning, LLC
UNCHANGED
Shares2,578 from 2,578
Change0 (0%)
Value$351.4K (-$995)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares2,576 from 2,354
Change+222 (+9%)
Value$329.9K (+$8.3K)
Filed 2026-10-27
Mechanics Financial Corp
UNCHANGED
Shares2,576 from 2,576
Change0 (0%)
Value$330.0K (-$22.1K)
Filed 2026-11-05
Sterling Wealth Management, Inc.
INCREASED
Shares2,570 from 2,568
Change+2 (+0%)
Value$329.2K (-$21.8K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares2,564 from 2,861
Change-297 (-10%)
Value$328 (-$390.7K)
Filed 2026-10-22
TCI Wealth Advisors, Inc.
NEW
Shares2,557
Change+2,557
Value$327.5K
Filed 2026-10-30
Green Ridge Wealth Planning LLC
UNCHANGED
Shares2,554 from 2,554
Change0 (0%)
Value$327.2K (-$21.9K)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$325.4K (-$21.8K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,532 from 2,606
Change-74 (-3%)
Value$324.3K (-$31.8K)
Filed 2026-10-19
Childress Capital Advisors, LLC
UNCHANGED
Shares2,501 from 2,501
Change0 (0%)
Value$320.4K (-$21.5K)
Filed 2026-10-28
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares2,498 from 2,498
Change0 (0%)
Value$320.0K (-$21.4K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares2,489 from 2,382
Change+107 (+4%)
Value$318.8K (-$6.8K)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares2,451 from 1,512
Change+939 (+62%)
Value$314.0K (+$107.2K)
Filed 2026-11-05
Juncture Wealth Strategies, LLC
DECREASED
Shares2,442 from 2,501
Change-59 (-2%)
Value$312.8K (-$29.0K)
Filed 2026-10-06
Guardian Financial Partners, LLC
INCREASED
Shares2,410 from 2,404
Change+6 (+0%)
Value$308.7K (-$19.8K)
Filed 2026-11-04
Gen-Wealth Partners Inc
UNCHANGED
Shares2,401 from 2,401
Change0 (0%)
Value$307.6K (-$20.6K)
Filed 2026-11-04
Bensler, LLC
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$301.5K (-$20.2K)
Filed 2026-11-05
Quadrant Capital Group LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$302.2K (-$16.3K)
Filed 2026-10-20
CGC Financial Services, LLC
INCREASED
Shares2,308 from 1,893
Change+415 (+22%)
Value$295.7K (+$36.9K)
Filed 2026-10-13
Morton Brown Family Wealth, LLC
UNCHANGED
Shares2,304 from 2,304
Change0 (0%)
Value$295.1K (-$19.8K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED
Shares2,281 from 2,205
Change+76 (+3%)
Value$292.2K (-$9.2K)
Filed 2026-11-05
Heritage Investors Management Corp
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$288 (-$307.7K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
DECREASED
Shares2,237 from 2,440
Change-203 (-8%)
Value$286.6K (-$46.9K)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED
Shares2,223 from 2,205
Change+18 (+1%)
Value$284.8K (-$16.6K)
Filed 2026-10-05
Heck Capital Advisors, LLC
NEW
Shares2,214
Change+2,214
Value$283.6K
Filed 2026-10-14
Guidance Point Advisors, LLC
INCREASED
Shares2,194 from 2,177
Change+17 (+1%)
Value$281.5K (-$16.6K)
Filed 2026-10-15
Keener Financial Planning LLC
DECREASED
Shares2,190 from 2,257
Change-67 (-3%)
Value$280.5K (-$27.5K)
Filed 2026-11-06
Towerpoint Wealth, LLC
INCREASED
Shares2,183 from 2,175
Change+8 (+0%)
Value$279.6K (-$17.7K)
Filed 2026-10-13
Mullaney, Keating & Wright, Inc.
DECREASED
Shares2,161 from 2,218
Change-57 (-3%)
Value$276.8K (-$26.4K)
Filed 2026-10-19
Perigon Wealth Management, LLC
INCREASED
Shares2,145 from 2,009
Change+136 (+7%)
Value$274.8K (+$254)
Filed 2026-10-22
Founders Financial Securities LLC
INCREASED
Shares2,121 from 2,048
Change+73 (+4%)
Value$271.6K (-$8.2K)
Filed 2026-10-28
SBK Financial, Inc.
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$270.3K (-$18.1K)
Filed 2026-11-02
Turning Point Benefit Group, Inc.
INCREASED
Shares2,103 from 1,612
Change+491 (+30%)
Value$271.7K (+$51.4K)
Filed 2026-10-28
Farmers & Merchants Investments Inc
DECREASED
Shares2,100 from 3,205
Change-1,105 (-34%)
Value$269.0K (-$169.0K)
Filed 2026-10-22
Facet Wealth, Inc.
INCREASED
Shares2,096 from 1,987
Change+109 (+5%)
Value$268.5K (-$3.1K)
Filed 2026-11-04
Sound Income Strategies, LLC
INCREASED
Shares2,093 from 2,081
Change+12 (+1%)
Value$271.2K (-$13.2K)
Filed 2026-10-09
Kraft, Davis & Associates, LLC
DECREASED
Shares2,051 from 2,623
Change-572 (-22%)
Value$263.7K (-$84.4K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares2,050
Change+2,050
Value$262.6K
Filed 2026-10-26
Financial Perspectives, Inc
INCREASED
Shares2,046 from 2,044
Change+2 (+0%)
Value$262.1K (-$17.3K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares2,044 from 2,042
Change+2 (+0%)
Value$261.8K (-$17.2K)
Filed 2026-10-21
Camelot Technology Advisors, Inc.
INCREASED
Shares2,006 from 2,002
Change+4 (+0%)
Value$256.9K (-$16.7K)
Filed 2026-10-09
TD Waterhouse Canada Inc.
DECREASED
Shares2,000 from 2,105
Change-105 (-5%)
Value$258.4K (-$28.9K)
Filed 2026-10-16
Jeppson Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$256.2K (-$17.2K)
Filed 2026-10-20
Net Worth Advisory Group
INCREASED
Shares1,997 from 1,935
Change+62 (+3%)
Value$258.0K (-$6.5K)
Filed 2026-10-20
Wealth Quarterback LLC
DECREASED
Shares1,991 from 2,057
Change-66 (-3%)
Value$255.0K (-$26.1K)
Filed 2026-10-20
Grey Fox Wealth Advisors, LLC
INCREASED
Shares1,979 from 1,554
Change+425 (+27%)
Value$253.5K (+$41.1K)
Filed 2026-11-03
Welch & Forbes LLC
UNCHANGED
Shares1,978 from 1,978
Change0 (0%)
Value$253.4K (-$17.0K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares1,957 from 1,944
Change+13 (+1%)
Value$250.7K (-$15.0K)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$249.8K (-$16.7K)
Filed 2026-10-15
Independent Wealth Advisors LLC
NEW
Shares1,947
Change+1,947
Value$249.4K
Filed 2026-10-27
Inlight Wealth Management, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$248.5K (-$16.6K)
Filed 2026-10-21
Vicus Capital
DECREASED
Shares1,934 from 2,135
Change-201 (-9%)
Value$247.8K (-$44.0K)
Filed 2026-11-05
Trust Co of the South
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$247.4K (-$16.6K)
Filed 2026-10-21
Krilogy Financial LLC
DECREASED
Shares1,928 from 2,654
Change-726 (-27%)
Value$249.2K (-$113.6K)
Filed 2026-10-13
Three Seasons Wealth, LLC
DECREASED
Shares1,927 from 19,949
Change-18,022 (-90%)
Value$246.8K (-$2.5M)
Filed 2026-11-03
King Luther Capital Management Corp
UNCHANGED
Shares1,912 from 1,912
Change0 (0%)
Value$244.9K (-$16.4K)
Filed 2026-11-05
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares1,911 from 1,911
Change0 (0%)
Value$244.8K (-$16.4K)
Filed 2026-10-14
Sims Investment Management, LLC
DECREASED
Shares1,893 from 1,923
Change-30 (-2%)
Value$242.0K (-$19.6K)
Filed 2026-10-13
Saxon Interests, Inc.
DECREASED
Shares1,889 from 2,589
Change-700 (-27%)
Value$242.0K (-$111.9K)
Filed 2026-10-26
Fiduciary Advisors, Inc.
DECREASED
Shares1,871 from 1,991
Change-120 (-6%)
Value$239.7K (-$32.4K)
Filed 2026-10-16
IFG Advisors, LLC
DECREASED
Shares1,855 from 1,979
Change-124 (-6%)
Value$237.6K (-$32.8K)
Filed 2026-10-15
Weil Company, Inc.
INCREASED
Shares1,855 from 1,853
Change+2 (+0%)
Value$237.7K (-$15.7K)
Filed 2026-10-14
Optimist Retirement Group LLC
INCREASED
Shares1,850 from 1,842
Change+8 (+0%)
Value$236.9K (-$14.8K)
Filed 2026-10-30
Allen Investment Management, LLC
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$235.2K (-$15.8K)
Filed 2026-11-03
Sharper & Granite LLC
UNCHANGED
Shares1,827 from 1,827
Change0 (0%)
Value$216.4K (-$33.3K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares1,804 from 1,804
Change0 (0%)
Value$231.1K (-$15.5K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares1,795 from 1,794
Change+1 (+0%)
Value$229.9K (-$15.3K)
Filed 2026-11-03
Regatta Capital Group, LLC
UNCHANGED
Shares1,795 from 1,795
Change0 (0%)
Value$229.9K (-$15.4K)
Filed 2026-10-23
Kathmere Capital Management, LLC
DECREASED
Shares1,789 from 1,840
Change-51 (-3%)
Value$229.2K (-$22.3K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
UNCHANGED
Shares1,777 from 1,777
Change0 (0%)
Value$227.6K (-$15.2K)
Filed 2026-10-15
Milestone Asset Management Group, LLC
INCREASED
Shares1,772 from 1,621
Change+151 (+9%)
Value$227.0K (+$5.5K)
Filed 2026-10-20
Life Planning Partners, Inc
DECREASED
Shares1,759 from 2,042
Change-283 (-14%)
Value$225.3K (-$53.8K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares1,750
Change+1,750
Value$224.4K
Filed 2026-11-03
Quantum Financial Advisors, LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$224.2K (-$15.0K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares1,733
Change+1,733
Value$226.1K
Filed 2026-11-03
Destiny Wealth Partners, LLC
UNCHANGED
Shares1,727 from 1,727
Change0 (0%)
Value$231.9K (-$2.9K)
Filed 2026-11-05
Financial Planning Hawaii, Inc.
INCREASED
Shares1,718 from 1,670
Change+48 (+3%)
Value$220.1K (-$8.2K)
Filed 2026-10-13
Garde Capital, Inc.
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$219.7K (-$14.7K)
Filed 2026-10-29
Allegheny Financial Group
UNCHANGED
Shares1,704 from 1,704
Change0 (0%)
Value$218.3K (-$14.6K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
NEW
Shares1,693
Change+1,693
Value$216.9K
Filed 2026-10-14
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$216.2K (-$14.5K)
Filed 2026-10-16
MV Capital Management, Inc.
UNCHANGED
Shares1,684 from 1,684
Change0 (0%)
Value$215.7K (-$14.4K)
Filed 2026-10-29
Enclave Advisors LLC
DECREASED
Shares1,662 from 1,673
Change-11 (-1%)
Value$212.9K (-$15.7K)
Filed 2026-10-14
Vann Equity Management LLC
INCREASED
Shares1,660 from 1,627
Change+33 (+2%)
Value$212.6K (-$9.7K)
Filed 2026-10-08
Valeo Financial Advisors, LLC
DECREASED
Shares1,646 from 2,387
Change-741 (-31%)
Value$210.9K (-$115.4K)
Filed 2026-10-08
Means Investment Co., Inc.
INCREASED
Shares1,644 from 1,638
Change+6 (+0%)
Value$210.6K (-$13.4K)
Filed 2026-11-03
Strategy Asset Managers LLC
NEW
Shares1,634
Change+1,634
Value$209.3K
Filed 2026-10-14
Whalen Wealth Management Inc.
NEW
Shares1,629
Change+1,629
Value$208.7K
Filed 2026-10-08
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$205.0K (-$13.7K)
Filed 2026-10-23
Landmark Wealth Management, LLC
DECREASED
Shares1,581 from 1,633
Change-52 (-3%)
Value$202.5K (-$20.7K)
Filed 2026-11-03
Fiduciary Alliance LLC
INCREASED
Shares1,576 from 1,570
Change+6 (+0%)
Value$201.8K (-$12.7K)
Filed 2026-10-13
Meridian Financial Advisors, LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$201.9K (-$13.5K)
Filed 2026-10-14
Embree Financial Group
INCREASED
Shares1,574 from 1,573
Change+1 (+0%)
Value$201.6K (-$13.4K)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
INCREASED
Shares1,568 from 1,562
Change+6 (+0%)
Value$200.9K (-$12.6K)
Filed 2026-10-23
Arcadia Investment Advisors LLC
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$197.0K (-$13.2K)
Filed 2026-10-13
Transce3nd, LLC
NEW
Shares1,418
Change+1,418
Value$184.3K
Filed 2026-10-26
Gamma Investing LLC
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$181.6K (-$12.2K)
Filed 2026-10-08
Laurel Wealth Advisors LLC
NEW
Shares1,414
Change+1,414
Value$181.1K
Filed 2026-10-27
Westside Investment Management, Inc.
INCREASED
Shares1,359 from 1,354
Change+5 (+0%)
Value$174.1K (-$11.0K)
Filed 2026-11-02
Oakworth Capital, Inc.
UNCHANGED
Shares1,314 from 1,314
Change0 (0%)
Value$168.3K (-$11.2K)
Filed 2026-10-26
MidAtlantic Capital Management, Inc.
NEW
Shares1,309
Change+1,309
Value$167.7K
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares1,283 from 1,345
Change-62 (-5%)
Value$164.4K (-$19.5K)
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares1,271 from 1,271
Change0 (0%)
Value$162.9K (-$10.9K)
Filed 2026-10-08
Insight Inv LLC
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$158.6K (-$10.6K)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares1,209 from 1,209
Change0 (0%)
Value$154.9K (-$10.4K)
Filed 2026-10-20
Harbor Asset Planning, Inc.
INCREASED
Shares1,203 from 1,200
Change+3 (+0%)
Value$154.3K (-$9.6K)
Filed 2026-10-23
Montag A & Associates Inc
DECREASED
Shares1,167 from 1,367
Change-200 (-15%)
Value$149.5K (-$37.3K)
Filed 2026-10-29
Cullen T Bankers, Inc.
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$139.6K (-$9.3K)
Filed 2026-10-28
Rossby Financial, LCC
NEW
Shares1,046
Change+1,046
Value$134.0K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares1,026
Change+1,026
Value$131.5K
Filed 2026-10-27
Phillip James Consulting Co.
NEW
Shares1,002
Change+1,002
Value$128.4K
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$118.2K (-$7.9K)
Filed 2026-10-27
Eastern Bank
INCREASED
Shares922 from 150
Change+772 (+515%)
Value$118.1K (+$97.6K)
Filed 2026-10-05
Arlington Trust Co LLC
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$117.2K (-$7.9K)
Filed 2026-10-20
Coastline Trust Co
DECREASED
Shares883 from 1,402
Change-519 (-37%)
Value$113.1K (-$78.5K)
Filed 2026-10-01
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares834 from 829
Change+5 (+1%)
Value$106.9K (-$6.5K)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
INCREASED
Shares820 from 819
Change+1 (+0%)
Value$105.0K (-$6.9K)
Filed 2026-10-23
KFG LLC
NEW
Shares810
Change+810
Value$103.8K
Filed 2026-11-02
Princeton Global Asset Management LLC
DECREASED
Shares798 from 824
Change-26 (-3%)
Value$102.2K (-$10.4K)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares782 from 240
Change+542 (+226%)
Value$100.2K (+$67.4K)
Filed 2026-10-21
Hilltop National Bank
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$99.9K (-$6.7K)
Filed 2026-10-14
Biltmore Family Office, LLC
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$98.4K (-$6.6K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares717 from 656
Change+61 (+9%)
Value$91.9K (+$2.1K)
Filed 2026-11-06
Country Trust Bank
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$84.4K (-$5.7K)
Filed 2026-10-30
Concord Wealth Partners
DECREASED
Shares641 from 643
Change-2 (0%)
Value$82.1K (-$5.9K)
Filed 2026-11-02
Kings Path Partners LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$77.9K (-$5.2K)
Filed 2026-10-21
Mainstream Capital Management LLC
NEW
Shares600
Change+600
Value$76.9K
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares591 from 4,979
Change-4,388 (-88%)
Value$75.7K (-$604.8K)
Filed 2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$70.5K (-$4.7K)
Filed 2026-10-09
Powell Investment Advisors, LLC
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$68.3K (-$4.6K)
Filed 2026-10-22
Granite Investment Partners, LLC
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$61.6K (-$4.1K)
Filed 2026-11-04
Friedenthal Financial
NEW
Shares480
Change+480
Value$61.5K
Filed 2026-10-27
Grove Bank & Trust
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$57.6K (-$3.9K)
Filed 2026-10-08
Global Trust Asset Management, LLC
DECREASED
Shares445 from 565
Change-120 (-21%)
Value$57.0K (-$20.2K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$55.2K (-$3.7K)
Filed 2026-10-30
Essential Partners LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$54.3K (-$3.6K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
NEW
Shares403
Change+403
Value$51.6K
Filed 2026-10-28
Pacific Center for Financial Services
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$51.2K (-$3.4K)
Filed 2026-10-15
Sage Mountain Advisors LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$48.3K (-$3.2K)
Filed 2026-11-02
Caldwell Trust Co
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$48.2K (-$3.2K)
Filed 2026-10-30
First Premier Bank
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$47 (-$4)
Filed 2026-10-13
IAG Wealth Partners, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$44.8K (-$3.0K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares348 from 225
Change+123 (+55%)
Value$44.6K (+$13.8K)
Filed 2026-10-23
SJS Investment Consulting Inc.
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$42.5K (-$2.8K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
DECREASED
Shares331 from 374
Change-43 (-11%)
Value$42.4K (-$8.8K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$41.0K (-$2.7K)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$41.0K (-$2.7K)
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$40.7K (-$2.7K)
Filed 2026-10-26
Independence Bank of Kentucky
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$40.7K (-$2.7K)
Filed 2026-10-26
Fortis Group Advisors, LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$40.6K (-$2.7K)
Filed 2026-11-06
UMB Private Wealth Management, LLC
NEW
Shares313
Change+313
Value$40.1K
Filed 2026-10-19
Trust Co of Toledo NA
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$38.8K (-$2.6K)
Filed 2026-10-16
Monetary Solutions, Ltd
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$35.4K (-$2.4K)
Filed 2026-10-22
Capital Investment Counsel, Inc
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$34.3K (-$2.3K)
Filed 2026-10-20
Fairman Group, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$34.2K (-$2.3K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares253 from 493
Change-240 (-49%)
Value$32.4K (-$35.0K)
Filed 2026-11-04
Ulland Investment Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$32 (-$2)
Filed 2026-10-13
Central Trust Co
DECREASED
Shares239 from 465
Change-226 (-49%)
Value$30.6K (-$32.9K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$30.3K (-$1.9K)
Filed 2026-10-14
Bullock Wealth Management Group
INCREASED
Shares226 from 225
Change+1 (+0%)
Value$29.2K (-$1.5K)
Filed 2026-10-09
Richardson Financial Services Inc.
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$28.7K (-$1.9K)
Filed 2026-10-30
Barclays PLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$27.5K (-$1.8K)
Filed 2026-11-06
Hughes Financial Services, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$28.3K (-$571)
Filed 2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW
Shares200
Change+200
Value$25.6K
Filed 2026-10-23
United Financial Planning Group LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$25.5K (-$1.7K)
Filed 2026-11-04
Holos Integrated Wealth LLC
NEW
Shares188
Change+188
Value$24.1K
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$23.1K (-$1.5K)
Filed 2026-10-01
Root Financial Partners, LLC
NEW
Shares165
Change+165
Value$21.1K
Filed 2026-10-21
Advocate Investing Services LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$20.2K (-$1.4K)
Filed 2026-10-26
First United Bank & Trust
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$19.2K (-$1.3K)
Filed 2026-10-22
Evermay Wealth Management LLC
DECREASED
Shares149 from 293
Change-144 (-49%)
Value$19.1K (-$21.0K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$16.4K (-$1.1K)
Filed 2026-10-22
Team Financial Group, LLC
NEW
Shares126
Change+126
Value$16.2K
Filed 2026-10-30
Wagner Wealth Management, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$16.1K (-$1.1K)
Filed 2026-10-21
CX Institutional
DECREASED
Shares118 from 202
Change-84 (-42%)
Value$15 (-$13)
Filed 2026-10-02
Pacifica Partners Inc.
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$15.2K (-$739)
Filed 2026-10-09
Golden State Wealth Management, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$14.2K (-$952)
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$14.1K (-$944)
Filed 2026-10-16
NorthAvenue LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$13.1K (-$875)
Filed 2026-10-29
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$12.8K (-$858)
Filed 2026-10-30
Towne Trust Company, N.a
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$12.8K (-$858)
Filed 2026-10-28
MTM Investment Management, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$11.5K (-$772)
Filed 2026-10-30
Sima Wealth Partners, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$11.4K (-$763)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$10.8K (-$721)
Filed 2026-10-13
Jacobi Capital Management LLC
NEW
Shares79
Change+79
Value$10.1K
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$9.9K (-$660)
Filed 2026-10-21
Ascentis Wealth Management, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$7.9K (-$526)
Filed 2026-11-03
Winthrop Capital Management, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$6.8K (+$6.8K)
Filed 2026-11-05
Bank of New Hampshire
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$6.7K (-$446)
Filed 2026-10-06
EPG Wealth Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.4K (-$429)
Filed 2026-11-03
RMG Wealth Management LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$6.2K (-$373)
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$4.4K (-$292)
Filed 2026-10-20
Realta Investment Advisors
INCREASED
Shares31 from 30
Change+1 (+3%)
Value$3.9K (-$244)
Filed 2026-10-14
First Command Advisory Services, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.8K (-$257)
Filed 2026-11-05
Vima LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.8K (-$257)
Filed 2026-10-23
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$3.3K (-$223)
Filed 2026-10-30
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$3.3K (-$223)
Filed 2026-10-14
Nvwm, LLC
DECREASED
Shares23 from 24
Change-1 (-4%)
Value$3.0K (-$190)
Filed 2026-10-14
Townsend Asset Management Corp
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.8K (-$188)
Filed 2026-10-29
Piedmont Capital Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.7K (-$180)
Filed 2026-10-21
Register Financial Advisors LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.7K (-$180)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.6K (-$172)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.2K (-$146)
Filed 2026-10-05
Community Financial Services Group, LLC
NEW
Shares14
Change+14
Value$1.8K
Filed 2026-10-15
Kozak & Associates, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.8K (-$51)
Filed 2026-10-29
NBT Bank, N.A.
DECREASED
Shares13 from 1,221
Change-1,208 (-99%)
Value$1.7K (-$165.2K)
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$769 (-$73)
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1 ($0)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$641 (-$42)
Filed 2026-11-05
Angeles Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$256 (-$17)
Filed 2026-10-26
Transcendent Capital Group LLC
CLOSED
Shares0 from 29,751
Change-29,751 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-28
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 19,317
Change-19,317 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-28
Mainsail Financial Group, LLC
CLOSED
Shares0 from 18,808
Change-18,808 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-23
Roman Butler Fullerton & Co
CLOSED
Shares0 from 8,800
Change-8,800 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 6,084
Change-6,084 (-100%)
Value$0 (-$831.6K)
Filed 2026-10-16
KPP Advisory Services LLC
CLOSED
Shares0 from 2,302
Change-2,302 (-100%)
Value$0 (-$314.7K)
Filed 2026-10-26
Compass Financial Group, Inc. (Ohio)
CLOSED
Shares0 from 2,030
Change-2,030 (-100%)
Value$0 (-$277.5K)
Filed 2026-10-19
LVW Advisors, LLC
CLOSED
Shares0 from 1,686
Change-1,686 (-100%)
Value$0 (-$230.4K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
CLOSED
Shares0 from 1,606
Change-1,606 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-13
Corepath Wealth Partners LLC
CLOSED
Shares0 from 1,526
Change-1,526 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-21
LaFleur & Godfrey LLC
CLOSED
Shares0 from 1,524
Change-1,524 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-27
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 1,522
Change-1,522 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-20
Glenview Trust Co
CLOSED
Shares0 from 1,511
Change-1,511 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-28
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,504
Change-1,504 (-100%)
Value$0 (-$205.5K)
Filed 2026-11-06
Diversified Portfolios, Inc.
CLOSED
Shares0 from 1,496
Change-1,496 (-100%)
Value$0 (-$204.5K)
Filed 2026-11-04
Axim Planning & Wealth
CLOSED
Shares0 from 1,482
Change-1,482 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-28
First Interstate Bank
CLOSED
Shares0 from 1,476
Change-1,476 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-23
Sunesis Advisors, LLC
CLOSED
Shares0 from 1,474
Change-1,474 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-26
E&G Advisors, LLC
CLOSED
Shares0 from 1,470
Change-1,470 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-13
First Citizens Bank & Trust Co
CLOSED
Shares0 from 1,467
Change-1,467 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-14
Evergreen Private Wealth LLC
CLOSED
Shares0 from 1,136
Change-1,136 (-100%)
Value$0 (-$155.3K)
Filed 2026-10-30
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,057
Change-1,057 (-100%)
Value$0 (-$144.5K)
Filed 2026-10-13
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 694
Change-694 (-100%)
Value$0 (-$94.9K)
Filed 2026-10-22
International Assets Investment Management, LLC
CLOSED
Shares0 from 452
Change-452 (-100%)
Value$0 (-$61.7K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 433
Change-433 (-100%)
Value$0 (-$59.2K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$58.4K)
Filed 2026-11-05
Merrithew & Thorsten Inc
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$30)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$28.3K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$19.4K)
Filed 2026-10-29
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-23
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 3,179,960
Change-3,179,960 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,174,297
Change-3,174,297 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,658,864
Change-1,658,864 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,524,599
Change-1,524,599 (-100%)
Value—
UBS Group AG
N/A
Shares— from 946,480
Change-946,480 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 569,424
Change-569,424 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 544,152
Change-544,152 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 476,147
Change-476,147 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 420,919
Change-420,919 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 402,732
Change-402,732 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 391,964
Change-391,964 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 377,557
Change-377,557 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 366,066
Change-366,066 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 347,351
Change-347,351 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 342,539
Change-342,539 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 339,448
Change-339,448 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 288,193
Change-288,193 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 286,626
Change-286,626 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 273,676
Change-273,676 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 257,840
Change-257,840 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 246,679
Change-246,679 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 246,399
Change-246,399 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 226,908
Change-226,908 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 203,895
Change-203,895 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 196,094
Change-196,094 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 194,856
Change-194,856 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 175,321
Change-175,321 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 159,182
Change-159,182 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 150,002
Change-150,002 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 146,840
Change-146,840 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 135,715
Change-135,715 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 129,156
Change-129,156 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 128,551
Change-128,551 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 123,583
Change-123,583 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 122,972
Change-122,972 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 121,232
Change-121,232 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 107,217
Change-107,217 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 100,598
Change-100,598 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 92,156
Change-92,156 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 83,985
Change-83,985 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 82,793
Change-82,793 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 82,509
Change-82,509 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 81,174
Change-81,174 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 75,901
Change-75,901 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 71,809
Change-71,809 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 71,221
Change-71,221 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 68,001
Change-68,001 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 67,838
Change-67,838 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 65,337
Change-65,337 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 63,600
Change-63,600 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 62,513
Change-62,513 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 60,485
Change-60,485 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 58,544
Change-58,544 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 58,297
Change-58,297 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 58,261
Change-58,261 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 58,249
Change-58,249 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 53,695
Change-53,695 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 53,291
Change-53,291 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 51,701
Change-51,701 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 51,363
Change-51,363 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 51,220
Change-51,220 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 45,554
Change-45,554 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 45,505
Change-45,505 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 43,706
Change-43,706 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 43,426
Change-43,426 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 37,867
Change-37,867 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 37,398
Change-37,398 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 36,819
Change-36,819 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 35,797
Change-35,797 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 35,625
Change-35,625 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,584
Change-35,584 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 33,055
Change-33,055 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 32,319
Change-32,319 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 30,964
Change-30,964 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 30,506
Change-30,506 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 29,219
Change-29,219 (-100%)
Value—
&partners
N/A
Shares— from 28,685
Change-28,685 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 28,472
Change-28,472 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 28,136
Change-28,136 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 27,354
Change-27,354 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 26,155
Change-26,155 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 25,611
Change-25,611 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 25,396
Change-25,396 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 25,341
Change-25,341 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 25,341
Change-25,341 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 24,498
Change-24,498 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 23,620
Change-23,620 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 23,603
Change-23,603 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 23,595
Change-23,595 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 22,634
Change-22,634 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,146
Change-22,146 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,244
Change-21,244 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 20,914
Change-20,914 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 20,865
Change-20,865 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 19,389
Change-19,389 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 18,402
Change-18,402 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 18,133
Change-18,133 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,091
Change-18,091 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 17,164
Change-17,164 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,968
Change-16,968 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 16,889
Change-16,889 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,740
Change-16,740 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 16,700
Change-16,700 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 16,217
Change-16,217 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 15,862
Change-15,862 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 14,174
Change-14,174 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 14,156
Change-14,156 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 14,028
Change-14,028 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 13,969
Change-13,969 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 13,758
Change-13,758 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,731
Change-13,731 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 13,705
Change-13,705 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 13,361
Change-13,361 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 13,316
Change-13,316 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 13,254
Change-13,254 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 13,183
Change-13,183 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,051
Change-13,051 (-100%)
Value—
Commerce Bank
N/A
Shares— from 12,765
Change-12,765 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 12,345
Change-12,345 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 12,326
Change-12,326 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 11,870
Change-11,870 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 11,859
Change-11,859 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 11,754
Change-11,754 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 11,660
Change-11,660 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 11,309
Change-11,309 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 11,233
Change-11,233 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 10,908
Change-10,908 (-100%)
Value—
Blair William & Co
N/A
Shares— from 10,562
Change-10,562 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 10,466
Change-10,466 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,377
Change-10,377 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,320
Change-10,320 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 10,251
Change-10,251 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 9,752
Change-9,752 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 9,486
Change-9,486 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 9,439
Change-9,439 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 9,019
Change-9,019 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 8,928
Change-8,928 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 8,798
Change-8,798 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 8,673
Change-8,673 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 8,633
Change-8,633 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 8,614
Change-8,614 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 8,447
Change-8,447 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,047
Change-8,047 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,971
Change-7,971 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,685
Change-7,685 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,168
Change-7,168 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 7,076
Change-7,076 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,075
Change-7,075 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,932
Change-6,932 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,825
Change-6,825 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 6,226
Change-6,226 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,223
Change-6,223 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,746
Change-5,746 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,514
Change-5,514 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 5,496
Change-5,496 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,486
Change-5,486 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,053
Change-5,053 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,139
Change-4,139 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,595
Change-3,595 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
CIM, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 2,292
Change-2,292 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 984
Change-984 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 905
Change-905 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 740
Change-740 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 668
Change-668 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 651
Change-651 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 571
Change-571 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 558
Change-558 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 526
Change-526 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 500
Change-500 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 476
Change-476 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 405
Change-405 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 334
Change-334 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 279
Change-279 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 250
Change-250 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 244
Change-244 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 227
Change-227 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 216
Change-216 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 164
Change-164 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 5
Change-5 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED942,895871,179+71,716+8%$119.1M$120.8M+$1.7M2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED734,699756,315-21,616-3%$103.4M$94.1M-$9.3M2026-10-20
Modera Wealth Management, LLC
DECREASED687,879697,547-9,668-1%$95.3M$88.1M-$7.2M2026-10-28
Savant Capital, LLC
INCREASED677,047414,318+262,729+63%$57.6M$86.7M+$29.1M2026-11-06
PNC Financial Services Group, Inc.
DECREASED527,078533,549-6,471-1%$72.9M$67.5M-$5.4M2026-11-06
Commonwealth Equity Services, LLC
DECREASED392,673465,878-73,205-16%$63.7M$50.3M-$13.4M2026-11-02
Regions Financial Corp
DECREASED327,743336,656-8,913-3%$46.0M$42.0M-$4.0M2026-11-05
Bailard, Inc.
DECREASED262,114265,163-3,049-1%$36.2M$33.6M-$2.7M2026-10-13
Heartwood Wealth Advisors LLC
DECREASED246,003246,437-4340%$33.7M$31.5M-$2.2M2026-10-05
AlphaCore Capital LLC
DECREASED212,058222,345-10,287-5%$30.4M$27.2M-$3.2M2026-11-04
GHP Investment Advisors, Inc.
DECREASED193,222194,925-1,703-1%$26.6M$24.8M-$1.9M2026-10-15
Kestra Private Wealth Services, LLC
INCREASED188,627182,126+6,501+4%$24.9M$24.2M-$729.9K2026-11-06
Probity Advisors, Inc.
DECREASED168,701169,228-5270%$23.1M$21.6M-$1.5M2026-10-23
Creative Planning
DECREASED163,931165,672-1,741-1%$22.6M$21.0M-$1.6M2026-11-02
Fifth Third Bancorp
DECREASED137,323140,180-2,857-2%$19.2M$17.6M-$1.6M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED137,256132,411+4,845+4%$18.1M$17.6K-$18.1M2026-11-02
Keybank National Association
DECREASED136,721139,128-2,407-2%$19.0M$17.5M-$1.5M2026-11-04
Ellis Investment Partners, LLC
DECREASED132,569136,152-3,583-3%$18.6M$17.0M-$1.6M2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED123,273105,999+17,274+16%$8.0M$9.2M+$1.2M2026-10-13
Truist Financial Corp
INCREASED121,107119,236+1,871+2%$16.3M$15.5M-$783.3K2026-10-30
Lido Advisors, LLC
INCREASED120,407107,553+12,854+12%$14.7M$15.4M+$724.0K2026-11-04
Wealth Architects, LLC
DECREASED107,808108,795-987-1%$14.9M$13.8M-$1.1M2026-11-03
Farther Finance Advisors, LLC
DECREASED101,480102,795-1,315-1%$14.0M$13.0M-$1.1M2026-10-08
Prospera Financial Services Inc
INCREASED87,3008,410+78,890+938%$1.2M$11.6M+$10.4M2026-11-04
Merit Financial Group, LLC
INCREASED82,43578,669+3,766+5%$10.8M$10.6M-$192.7K2026-11-06
Home Federal Bank of Tennessee
DECREASED81,58082,628-1,048-1%$11.3M$10.5M-$843.1K2026-10-15
Lake Street Private Wealth, LLC
DECREASED80,87485,450-4,576-5%$11.7M$10.4M-$1.3M2026-10-22
Chicago Partners Investment Group LLC
INCREASED79,33879,292+46+0%$10.8M$10.4M-$326.9K2026-10-27
Cordatus Wealth Management LLC
INCREASED78,9076,564+72,343+1102%$897.1K$10.1M+$9.2M2026-10-19
Cassaday & Co Wealth Management LLC
DECREASED77,32178,070-749-1%$10.7M$9.9M-$765.7K2026-10-27
Evanson Financial, LLC
DECREASED76,52777,708-1,181-2%$10.6M$9.8M-$818.1K2026-10-23
Concurrent Investment Advisors, LLC
DECREASED74,541188,438-113,897-60%$25.8M$9.5M-$16.2M2026-10-16
RTD Financial Advisors, Inc.
DECREASED74,26976,982-2,713-4%$10.5M$9.5M-$1.0M2026-10-09
Capital Advisors, Ltd. LLC
INCREASED71,99871,773+225+0%$9.8K$9.2K-$5872026-10-27
Bokf, NA
DECREASED71,04571,269-2240%$9.7M$9.1M-$640.2K2026-10-27
Sterling Financial Planning, Inc.
DECREASED70,80273,343-2,541-3%$10.0M$9.1M-$954.7K2026-10-28
JFS Wealth Advisors, LLC
DECREASED69,67171,803-2,132-3%$9.8M$8.9M-$889.1K2026-11-03
Occidental Asset Management, LLC
DECREASED68,97169,146-1750%$9.5M$8.8M-$615.6K2026-11-05
Councilor Wealth, LLC
DECREASED64,85267,174-2,322-3%$9.2M$8.3M-$873.8K2026-10-09
SAX Wealth Advisors, LLC
DECREASED63,79665,132-1,336-2%$7.7M$8.2M+$457.4K2026-10-13
Ifrah Financial Services, Inc.
INCREASED63,54263,432+110+0%$8.7M$8.1M-$530.1K2026-10-13
Phillips Financial Management, LLC
DECREASED61,23064,417-3,187-5%$8.8M$7.8M-$961.1K2026-10-19
One Day In July LLC
DECREASED61,08463,462-2,378-4%$8.7M$7.8M-$849.0K2026-10-30
US Bancorp \de\
INCREASED59,38359,203+180+0%$8.1M$7.6M-$484.9K2026-11-05
Independence Financial Advisors, LLC
INCREASED58,95154,228+4,723+9%$7.4M$7.6M+$139.8K2026-10-08
Allworth Financial LP
INCREASED57,15354,900+2,253+4%$7.5M$7.8M+$307.9K2026-11-06
Sigma Planning Corp
DECREASED57,11957,619-500-1%$7.9M$7.3M-$558.4K2026-10-23
Tabr Capital Management, LLC
DECREASED56,90486,085-29,181-34%$11.8M$7.3M-$4.5M2026-10-20
Sowell Financial Services LLC
INCREASED54,92852,487+2,441+5%$7.2M$7.0M-$137.6K2026-10-23
Crescent Grove Advisors, LLC
INCREASED53,88852,809+1,079+2%$7.2M$6.9M-$314.9K2026-10-21
Mission Wealth Management, LP
DECREASED53,42259,948-6,526-11%$8.2M$6.8M-$1.4M2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED52,15747,115+5,042+11%$6.3M$6.8M+$430.0K2026-10-13
Ironwood Financial, llc
DECREASED51,82052,299-479-1%$7.1M$6.6M-$431.0K2026-10-20
Rodgers & Associates, LTD
DECREASED51,70152,262-561-1%$7.1M$6.6M-$520.3K2026-10-20
MMA Asset Management LLC
INCREASED50,38650,311+75+0%$6.9M$6.5M-$422.2K2026-11-02
Inspire Trust Co, N.A.
UNCHANGED50,00050,00000%$6.8M$6.4M-$429.0K2026-11-05
Gerald Baker Financial Group LLC
INCREASED49,99149,534+457+1%$6.8M$6.4M-$366.5K2026-10-09
Pinkerton Wealth, LLC
DECREASED49,8091,579,899-1,530,090-97%$187.1M$6.4M-$180.8M2026-10-29
First County Bank
DECREASED49,71650,032-316-1%$6.8M$6.4M-$469.8K2026-10-13
True Freedom Investing, LLC
DECREASED49,6651,906,412-1,856,747-97%$225.8M$6.4M-$219.5M2026-10-29
Sapient Capital LLC
INCREASED49,64647,818+1,828+4%$6.5M$6.4M-$176.1K2026-10-08
Sonata Capital Group Inc
INCREASED48,01547,705+310+1%$6.5M$6.2M-$369.6K2026-10-19
First Heartland Consultants, Inc.
DECREASED47,74863,826-16,078-25%$8.7M$6.1M-$2.6M2026-10-08
IFP Advisors, Inc
INCREASED46,53546,137+398+1%$6.3M$6.0M-$344.9K2026-10-16
Vise Technologies, Inc.
INCREASED45,70027,741+17,959+65%$3.8M$5.9M+$2.1M2026-10-29
Pittenger & Anderson Inc
UNCHANGED45,70045,70000%$6.2M$5.9M-$392.1K2026-11-02
Level Four Advisory Services, LLC
UNCHANGED45,48945,48900%$6.2M$5.8M-$390.2K2026-11-06
Parallel Advisors, LLC
INCREASED45,00244,666+336+1%$6.1M$5.8M-$340.3K2026-11-03
Independent Financial Group, LLC
INCREASED43,30239,152+4,150+11%$5.4M$5.5M+$195.6K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED43,03443,03400%$5.9M$5.5M-$369.2K2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED42,68640,794+1,892+5%$5.6M$5.5M-$53.8K2026-11-04
Eley Financial Management, Inc
INCREASED42,45842,127+331+1%$5.8M$5.4M-$319.0K2026-11-03
Lutz Financial Services LLC
DECREASED42,42642,637-2110%$5.8M$5.4M-$392.9K2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED42,36242,706-344-1%$5.8M$5.4M-$410.5K2026-10-23
Graves Light Lenhart Wealth, Inc.
DECREASED41,43841,616-1780%$5.7M$5.3M-$380.0K2026-10-09
BKM Wealth Management, LLC
INCREASED41,40537,020+4,385+12%$5.1M$5.3M+$244.2K2026-10-22
Burns J W & Co Inc
INCREASED41,06940,438+631+2%$5.5M$5.3M-$266.2K2026-10-20
Asset Dedication, LLC
DECREASED41,05241,242-1900%$5.6M$5.3M-$378.2K2026-11-03
Veratis Advisors, Inc.
INCREASED40,79040,638+152+0%$5.6M$5.2M-$329.1K2026-11-03
First Citizens Financial Corp
DECREASED39,70139,900-1990%$5.5M$5.1M-$367.8K2026-10-02
Salomon & Ludwin, LLC
DECREASED39,37139,626-255-1%$5.4M$5.0M-$365.5K2026-10-29
Clayton Financial Group LLC
INCREASED39,29739,132+165+0%$5.3M$5.0M-$314.5K2026-10-13
Salus Financial Advisors, LLC
DECREASED39,22839,535-307-1%$5.4M$5.0M-$378.5K2026-10-20
DT Investment Partners, LLC
UNCHANGED38,53038,53000%$5.3M$4.9M-$330.6K2026-10-27
Kestra Advisory Services, LLC
INCREASED37,99137,421+570+2%$5.1M$4.9M-$248.1K2026-11-02
HB Wealth Management, LLC
INCREASED35,28534,529+756+2%$4.7M$4.5M-$199.6K2026-10-23
Centerpoint Advisors, LLC
DECREASED34,89635,485-589-2%$4.9M$4.5M-$380.0K2026-11-05
LTG Capital LLC
DECREASED34,13334,903-770-2%$4.8M$4.4M-$398.1K2026-11-04
Thrivent Financial for Lutherans
DECREASED33,79934,469-670-2%$4.7M$4.3M-$381.0K2026-11-05
Access Investment Management LLC
INCREASED33,54932,764+785+2%$4.5M$4.3M-$180.6K2026-10-23
Liberty Capital Management, Inc.
INCREASED33,07533,073+2+0%$4.5M$4.2M-$283.5K2026-11-02
Greenleaf Trust
DECREASED32,84533,970-1,125-3%$4.6M$4.2M-$435.6K2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED32,39332,204+189+1%$4.4M$4.1M-$252.1K2026-11-03
Cambridge Financial Group, LLC
UNCHANGED31,51631,51600%$4.3M$4.3M$02026-10-06
Avior Wealth Management, LLC
DECREASED31,10534,320-3,215-9%$4.7M$4.0M-$706.3K2026-10-13
Courier Capital LLC
DECREASED30,25532,082-1,827-6%$4.4M$3.9M-$509.2K2026-10-19
1834 Investment Advisors Co
DECREASED29,10829,847-739-2%$4.1M$3.7M-$350.7K2026-10-16
Apella Capital, LLC
INCREASED28,83920,159+8,680+43%$2.7M$3.7M+$1.0M2026-10-08
Evensky & Katz LLC
DECREASED28,14928,481-332-1%$3.9M$3.6K-$3.9M2026-10-27
Baring Financial LLC
INCREASED27,99327,598+395+1%$3.8M$3.6M-$186.3K2026-10-07
InvesTrust
DECREASED27,31129,311-2,000-7%$4.0M$3.5M-$507.7K2026-10-14
Birch Hill Investment Advisors LLC
INCREASED27,01626,434+582+2%$3.6M$3.5M-$152.3K2026-10-16
Neumann Capital Management, LLC
INCREASED26,88526,880+5+0%$3.7M$3.4M-$230.0K2026-10-15
Ullmann Wealth Partners Group, LLC
INCREASED26,59026,589+10%$3.6M$3.4M-$228.0K2026-11-02
LifeSteps Financial, Inc.
DECREASED26,58127,480-899-3%$3.8M$3.4M-$350.9K2026-10-15
McKinley Carter Wealth Services, Inc.
DECREASED26,51826,798-280-1%$3.7M$3.4M-$265.8K2026-10-16
Mather Group, Llc.
DECREASED26,45326,706-253-1%$3.7M$3.4M-$261.5K2026-10-14
Tortoise Investment Management, LLC
DECREASED26,02726,352-325-1%$3.6M$3.3M-$267.7K2026-11-06
Oxler Private Wealth LLC
DECREASED25,20629,757-4,551-15%$4.1M$3.2M-$838.3K2026-10-21
Abacus Planning Group, Inc.
DECREASED24,92224,975-530%$3.4M$3.2M-$221.2K2026-11-02
Columbia Bank
DECREASED24,37124,581-210-1%$3.4M$3.1M-$237.8K2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED24,09024,772-682-3%$3.4M$3.1M-$299.9K2026-10-08
MSH Capital Advisors LLC
DECREASED23,63523,835-200-1%$3.3M$3.0M-$230.1K2026-11-03
Pinnacle Associates LTD
DECREASED22,33622,554-218-1%$3.1M$2.9M-$221.3K2026-10-20
ARK & TLK Investments, LLC
UNCHANGED22,13622,13600%$3.0M$2.8M-$189.9K2026-10-20
Midwest Trust Co
DECREASED22,02723,014-987-4%$3.1M$2.8M-$323.9K2026-10-22
Triangle Securities Wealth Management
DECREASED21,14721,623-476-2%$3.0M$2.7M-$246.4K2026-10-14
USA Financial Formulas
NEW21,028—+21,028——$2.7M—2026-10-16
St. Louis Trust Co
INCREASED19,94919,946+3+0%$551.7K$2.6M+$2.0M2026-11-03
Capital Squared Financial LLC
DECREASED19,80019,852-520%$2.7M$2.5M-$177.1K2026-10-30
Associated Banc-Corp
INCREASED19,72518,778+947+5%$2.6M$2.5M-$39.8K2026-10-30
Quadcap Wealth Management, LLC
DECREASED19,56419,576-120%$2.7M$2.5M-$169.6K2026-11-02
LMG Wealth Partners, LLC
DECREASED19,19619,234-380%$2.6M$2.5M-$169.9K2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED19,01919,222-203-1%$2.6M$2.4M-$191.1K2026-10-26
AtlasMark Financial, Inc
DECREASED18,84419,360-516-3%$2.6M$2.4M-$232.2K2026-10-13
Ramiah Investment Group
DECREASED18,16025,120-6,960-28%$3.4M$2.3M-$1.1M2026-10-20
UMB Bank, n.a.
DECREASED18,12819,464-1,336-7%$2.7M$2.3M-$338.1K2026-11-06
Strategic Blueprint, LLC
DECREASED18,08819,928-1,840-9%$2.7M$2.3M-$406.6K2026-10-22
Taylor Financial Group, Inc.
INCREASED17,98617,817+169+1%$2.4M$2.3M-$131.2K2026-11-02
Hurley Capital, LLC
INCREASED17,94117,397+544+3%$2.4M$2.3M-$79.6K2026-11-05
Larson Financial Group LLC
DECREASED17,90317,987-840%$2.5M$2.3M-$165.1K2026-11-05
Oarsman Capital, Inc.
DECREASED17,64017,672-320%$2.4M$2.3M-$155.7K2026-11-05
Fortress Financial Group, LLC
DECREASED17,23619,556-2,320-12%$2.7M$2.2M-$465.0K2026-10-21
Bank of New York Mellon Corp
DECREASED17,17917,975-796-4%$2.5M$2.2M-$256.3K2026-11-05
Lifestyle Asset Management, Inc.
INCREASED17,17116,474+697+4%$2.3M$2.2M-$52.0K2026-10-20
City Holding Co
INCREASED17,00015,395+1,605+10%$2.1M$2.2M+$73.5K2026-10-19
First Merchants Corp
DECREASED16,95717,086-129-1%$2.3M$2.2M-$163.1K2026-10-15
Choreo, LLC
INCREASED16,6688,768+7,900+90%$1.2M$2.1M+$937.9K2026-10-28
PKS Advisory Services, LLC
UNCHANGED16,23016,23000%$2.2M$2.2M$02026-10-26
Soltis Investment Advisors LLC
INCREASED15,15414,459+695+5%$2.0M$1.9M-$35.0K2026-10-28
Lee, Kelleher & Klein Wealth Management
INCREASED14,74314,334+409+3%$2.0M$1.9M-$70.6K2026-10-08
AGF Management LTD
UNCHANGED14,40014,40000%$2.0M$1.8M-$123.6K2026-11-03
Summit Financial Consulting LLC
DECREASED14,19923,869-9,670-41%$3.3M$1.8M-$1.4M2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED13,95213,424+528+4%$1.8M$1.8M-$23.2K2026-10-21
SigFig Wealth Management, LLC
INCREASED13,18613,144+42+0%$1.8M$1.7M-$102.9K2026-10-07
Physician Wealth Advisors, Inc.
DECREASED13,18213,942-760-5%$1.9M$1.7M-$217.0K2026-10-20
Cranbrook Wealth Management, LLC
DECREASED13,14913,441-292-2%$1.8M$1.7M-$152.8K2026-10-28
Intergy Private Wealth, LLC
INCREASED12,96112,111+850+7%$1.7M$1.7M+$5.0K2026-10-16
PW Nova Financial Services LLC
INCREASED12,8385,750+7,088+123%$785.9K$1.6M+$858.6K2026-10-15
Elevation Wealth Partners, LLC
INCREASED12,17412,125+49+0%$1.7M$1.6M-$97.7K2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
DECREASED11,97212,087-115-1%$1.7M$1.5M-$118.4K2026-10-23
Hudson Oak Wealth Advisory LLC
DECREASED11,69312,396-703-6%$1.7M$1.5M-$196.4K2026-10-16
M Holdings Securities, Inc.
NEW11,498—+11,498——$1.5M—2026-11-03
Simon Quick Advisors, LLC
UNCHANGED11,41411,41400%$1.6M$1.5M-$97.9K2026-10-26
Collaborative Capital Advisors LLC
INCREASED11,36211,349+13+0%$1.6M$1.5M-$95.7K2026-11-06
First Hawaiian Bank
DECREASED10,86612,429-1,563-13%$1.7M$1.4M-$306.9K2026-10-14
MCF Advisors LLC
DECREASED10,76610,944-178-2%$1.5M$1.4M-$116.7K2026-10-28
Versant Capital Management, Inc
UNCHANGED10,68610,68600%$1.5M$1.4M-$91.7K2026-10-02
Thompson Investment Management, Inc.
INCREASED10,27910,146+133+1%$1.4M$1.3M-$70.0K2026-10-14
3Chopt Investment Partners, LLC
UNCHANGED10,04510,04500%$1.4M$1.3M-$86.2K2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED9,97011,717-1,747-15%$1.4M$966.3K-$409.9K2026-11-04
Marin Bay Wealth Advisors, LLC
INCREASED9,8009,798+2+0%$1.3M$1.3M-$83.9K2026-10-28
American National Bank & Trust
UNCHANGED9,8009,80000%$1.3M$1.3M-$84.1K2026-10-07
Bangor Savings Bank
UNCHANGED9,7999,79900%$1.3M$1.3M-$84.1K2026-10-06
Squire Investment Management Company, LLC
UNCHANGED9,7619,76100%$1.3M$1.3M-$83.7K2026-11-03
Tompkins Financial Corp
DECREASED9,6909,845-155-2%$1.3M$1.2M-$104.3K2026-10-05
GFS Advisors, LLC
DECREASED9,4049,469-65-1%$23.1M$1.2M-$21.9M2026-11-03
Compound Planning, Inc.
DECREASED9,3909,750-360-4%$1.3M$1.2M-$129.9K2026-11-05
Crestwood Advisors Group, LLC
DECREASED9,3559,585-230-2%$1.3M$1.2M-$111.6K2026-10-27
Willow Creek Wealth Management Inc.
DECREASED9,3339,488-155-2%$1.3M$1.2M-$101.3K2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED9,2988,519+779+9%$1.2M$1.2M+$26.7K2026-10-22
Wesbanco Bank Inc
DECREASED9,26723,173-13,906-60%$3.2M$1.2M-$2.0M2026-11-04
Buck Wealth Strategies, LLC
DECREASED9,1099,510-401-4%$1.3M$1.2M-$133.1K2026-10-28
Citizens Financial Group Inc
INCREASED9,0969,074+22+0%$1.2M$1.2M-$74.9K2026-10-23
Claro Advisors Inc.
INCREASED9,0969,080+16+0%$1.2M$1.2M-$75.9K2026-11-02
Citigroup Inc
DECREASED8,9709,937-967-10%$1.4M$1.1M-$209.1K2026-11-04
Powerhouse Assets LLC
INCREASED8,8078,285+522+6%$1.1M$1.1M-$4.1K2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED8,7207,001+1,719+25%$956.9K$1.1M+$160.1K2026-10-21
Vaughan & Co Securities, Inc.
UNCHANGED8,5818,58100%$1.2M$1.1M-$73.6K2026-10-23
Wealth Management Partners, LLC
DECREASED8,3998,540-141-2%$1.2M$1.1M-$91.3K2026-10-21
TD Private Client Wealth LLC
DECREASED8,3788,463-85-1%$1.2M$1.1M-$83.5K2026-10-28
Thompson Siegel & Walmsley LLC
UNCHANGED8,2378,23700%$1.1M$1.1M-$71.0K2026-11-05
Patriot Investment Management Group, Inc.
UNCHANGED8,1178,11700%$1.1M$1.0M-$69.6K2026-10-15
Dumont & Blake Investment Advisors LLC
DECREASED7,9917,995-40%$1.1M$1.0M-$69.1K2026-10-28
High Net Worth Advisory Group LLC
UNCHANGED7,9007,90000%$1.1M$1.0M-$67.8K2026-10-26
Schneider Downs Wealth Management Advisors, LP
INCREASED7,8727,855+17+0%$1.1M$1.0M-$65.3K2026-10-27
Brighton Jones LLC
DECREASED7,5967,730-134-2%$1.1M$973.0K-$83.5K2026-11-03
Wedmont Private Capital
UNCHANGED7,5307,53000%$1.0M$975.9K-$40.7K2026-10-09
Apollon Wealth Management, LLC
DECREASED7,4707,635-165-2%$1.0M$956.9K-$86.6K2026-10-23
Financial Partners Group, Inc
INCREASED7,4027,392+10+0%$1.0M$948.1K-$62.2K2026-10-19
Valpey Financial Services, LLC
DECREASED7,2977,645-348-5%$1.0M$934.7K-$110.1K2026-10-30
Keenan, LLC
DECREASED7,2418,048-807-10%$1.1M$927.5K-$172.5K2026-10-23
Atria Investments, Inc
NEW7,225—+7,225——$925.5K—2026-10-15
Parkside Financial Bank & Trust
DECREASED7,1717,554-383-5%$1.0M$918.6K-$113.9K2026-10-27
Nations Financial Group Inc,
DECREASED7,1327,305-173-2%$998.5K$913.7K-$84.9K2026-11-05
Diversified Management Inc
INCREASED6,9336,904+29+0%$943.6K$888.1K-$55.5K2026-10-08
Newton One Investments LLC
DECREASED6,8987,713-815-11%$1.1M$883.6K-$170.6K2026-10-14
Quarry Hill Advisors, LLC
UNCHANGED6,8906,89000%$941.7K$882.6K-$59.1K2026-11-04
Clearstead Advisors, LLC
INCREASED6,7056,195+510+8%$846.7K$858.9K+$12.2K2026-11-06
Carolina Wealth Management Inc
DECREASED6,6876,826-139-2%$933.0K$856.6K-$76.4K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED6,6695,060+1,609+32%$691.7K$854.3K+$162.6K2026-11-05
Patton Albertson Miller Group, LLC
INCREASED6,6146,552+62+1%$895.5K$847.3K-$48.3K2026-10-26
Money Concepts Capital Corp
DECREASED6,5706,963-393-6%$951.7K$841.7K-$110.0K2026-11-06
Allstreet Capital Advisors LLC
DECREASED6,5476,778-231-3%$926.4K$838.7K-$87.6K2026-11-04
Sherman Wealth Management LLC
DECREASED6,5436,819-276-4%$932.0K$838.1K-$93.9K2026-10-16
Sprinkle Financial Consultants LLC
INCREASED6,4986,470+28+0%$884.4K$832.4K-$52.0K2026-10-09
Harbor Investment Advisory, LLC
DECREASED6,4736,576-103-2%$898.8K$829.2K-$69.6K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED6,3956,383+12+0%$872.5K$819.2K-$53.3K2026-10-16
Mystic Asset Management, Inc.
UNCHANGED6,3456,34500%$867.2K$812.8K-$54.4K2026-10-15
Fifth Third Wealth Advisors LLC
INCREASED6,3115,704+607+11%$779.6K$808.4K+$28.8K2026-10-22
Kendall Capital Management
UNCHANGED6,2716,27100%$857.1K$803.3K-$53.8K2026-10-23
Cyndeo Wealth Partners, LLC
UNCHANGED6,2466,24600%$853.7K$800.1K-$53.6K2026-10-16
TrinityBridge Ltd
UNCHANGED6,2016,20100%$848.0K$794-$847.2K2026-10-30
Oppenheimer & Co Inc
DECREASED6,1386,787-649-10%$927.6K$786.3K-$141.4K2026-10-26
Center for Financial Planning, Inc.
UNCHANGED6,1026,10200%$834.0K$781.7K-$52.4K2026-10-26
Power Wealth Management LLC
NEW6,050—+6,050——$775.0K—2026-10-27
Crusonia Wealth Advisors LLC
INCREASED5,9825,699+283+5%$778.9K$766.3K-$12.6K2026-10-26
Greenspring Advisors, LLC
UNCHANGED5,9385,93800%$811.6K$760.6K-$50.9K2026-11-05
Spire Wealth Management
DECREASED5,9295,969-40-1%$815.8K$759.5K-$56.3K2026-10-30
PUREfi Wealth, LLC
NEW5,800—+5,800——$743.0K—2026-10-19
Busey Bank
UNCHANGED5,7395,73900%$784.4K$735.2K-$49.2K2026-10-26
Serenity Investment Advisors
DECREASED5,6516,137-486-8%$843.9K$723.9K-$119.9K2026-10-30
Old National Bancorp
UNCHANGED5,6035,60300%$765.8K$717.7K-$48.1K2026-10-20
Sachem Hill LLC
UNCHANGED5,5955,59500%$764.8K$716.7K-$48.0K2026-10-14
Creative Financial Designs Inc
INCREASED5,5635,361+202+4%$732.7K$712.6K-$20.1K2026-11-04
Sage Financial Group Inc
INCREASED5,5275,526+1+0%$755.4K$708.0K-$47.4K2026-10-27
Alpine Bank Wealth Management
DECREASED5,50016,183-10,683-66%$2.2M$704.6K-$1.5M2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED5,4995,693-194-3%$778.2K$704.5K-$73.7K2026-10-23
Meredith Wealth Planning
DECREASED5,4685,521-53-1%$754.6K$700.5K-$54.2K2026-10-14
Vestia Personal Wealth Advisors
INCREASED5,3415,333+8+0%$728.8K$684.6K-$44.2K2026-10-20
Finley Financial, LLC
UNCHANGED5,3405,34000%$729.9K$689.9K-$40.0K2026-10-28
D.A. Davidson & Co.
INCREASED5,3305,303+27+1%$724.9K$682.9K-$42.0K2026-10-28
Hubbell Strickland Wealth Management, LLC
INCREASED5,3145,202+112+2%$711.0K$680.8K-$30.3K2026-10-29
Tactive Advisors, LLC
DECREASED5,2725,342-70-1%$730.1K$675.3K-$54.8K2026-10-08
Private Advisory Group LLC
UNCHANGED5,2555,25500%$718.3K$673.2K-$45.1K2026-11-06
Northwest Wealth Management, LLC
DECREASED5,2455,317-72-1%$726.8K$671.8K-$54.9K2026-10-30
AWM Capital, LLC
UNCHANGED5,0735,07300%$693.4K$649.9K-$43.5K2026-10-16
Destiny Capital Corp
DECREASED5,0725,675-603-11%$775.6K$649.8K-$125.8K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED5,0675,096-29-1%$696.5K$649.1K-$47.4K2026-11-04
NorthLanding Financial Partners, LLC
INCREASED5,0635,046+17+0%$689.7K$648.5K-$41.2K2026-10-15
Fifth Third Securities, Inc.
INCREASED5,0424,998+44+1%$683.1K$645.9K-$37.2K2026-10-21
Plante Moran Financial Advisors, LLC
UNCHANGED4,9874,98700%$681.6K$638.8K-$42.8K2026-11-04
Tcfg Investment Advisors, LLC
DECREASED4,9034,994-91-2%$677.6K$632.2K-$45.5K2026-10-20
Founders Grove Wealth Partners, LLC
DECREASED4,8985,110-212-4%$698.4K$627.4K-$71.0K2026-10-16
Equitable Trust Co
UNCHANGED4,8964,89600%$669.2K$627.2K-$42.0K2026-10-13
Jnba Financial Advisors
INCREASED4,8854,736+149+3%$647.3K$625.7K-$21.6K2026-11-03
Market Street Wealth Management Advisors LLC
UNCHANGED4,8824,88200%$667.3K$625.4K-$41.9K2026-10-09
Wagner Wealth Management, Corp
INCREASED4,8713,002+1,869+62%$410.3K$624.0K+$213.7K2026-10-20
Thayer Partners, LLC / MA
UNCHANGED4,8464,84600%$662.3K$620.7K-$41.6K2026-11-06
Goelzer Investment Management, Inc.
DECREASED4,78011,880-7,100-60%$1.6M$612.3K-$1.0M2026-10-16
Cypress Financial Planning LLC
DECREASED4,7624,781-190%$653.5K$610.0K-$43.5K2026-10-09
First Horizon Corp
INCREASED4,7204,714+6+0%$644.3K$604.6K-$39.7K2026-10-26
Nikulski Financial, Inc.
DECREASED4,7075,132-425-8%$701.4K$603.0K-$98.4K2026-11-06
Breakwater Capital Group
DECREASED4,7044,716-120%$644.6K$602.6K-$41.9K2026-10-09
JSF Financial, LLC
DECREASED4,6754,813-138-3%$657.8K$598.9K-$58.9K2026-10-22
Richwood Investment Advisors, LLC
DECREASED4,5754,905-330-7%$670.4K$586.1K-$84.4K2026-10-30
Cottage Street Advisors LLC
DECREASED4,5134,514-10%$616.9K$578.1K-$38.8K2026-10-19
Cambridge Capital Management, LLC
INCREASED4,4284,409+19+0%$602.6K$567.2K-$35.4K2026-10-19
Uptown Financial Advisors LLC
UNCHANGED4,3714,37100%$597.4K$559.9K-$37.5K2026-10-15
First Financial Bank - Trust Division
UNCHANGED4,3364,33600%$592.6K$555.4K-$37.2K2026-10-01
Barrett & Company, Inc.
INCREASED4,3354,327+8+0%$591.4K$555.3K-$36.2K2026-10-22
Focus Financial Network, Inc.
INCREASED4,2853,462+823+24%$473.2K$548.9K+$75.6K2026-10-14
Key FInancial Inc
DECREASED4,2804,430-150-3%$605.5K$548.3K-$57.2K2026-11-02
Index Fund Advisors, Inc.
INCREASED4,2084,190+18+0%$572.7K$539.1K-$33.7K2026-11-05
SkyOak Wealth, LLC
UNCHANGED4,1364,13600%$565.3K$529.8K-$35.5K2026-10-28
Woodward Financial Advisors, Inc.
INCREASED4,1164,046+70+2%$553.0K$527.3K-$25.7K2026-10-19
Frankly Finances, LLC
DECREASED4,0895,889-1,800-31%$804.9K$523.8K-$281.1K2026-10-28
Penobscot Wealth Management
UNCHANGED4,0214,02100%$549.6K$515.1K-$34.5K2026-10-21
Valley National Advisers Inc
UNCHANGED3,9623,96200%$541.5K$507.5K-$34.0K2026-10-23
Trail Ridge Investment Advisors, LLC
INCREASED3,9493,944+5+0%$539.1K$505.9K-$33.2K2026-10-16
Summit Financial Wealth Advisors, LLC
UNCHANGED3,9143,91400%$535.0K$501.4K-$33.6K2026-10-15
Breachway Investments LLC
UNCHANGED3,8723,87200%$529.2K$496.0K-$33.2K2026-10-19
Certuity, LLC
UNCHANGED3,8393,83900%$524.7K$491.8K-$32.9K2026-11-02
McGlone Suttner Wealth Management, Inc.
UNCHANGED3,8063,80600%$520.2K$487.5K-$32.7K2026-10-13
Bfsg, LLC
UNCHANGED3,7253,72500%$509.1K$477.2K-$32.0K2026-10-30
LJI Wealth Management, LLC
UNCHANGED3,7183,71800%$508.1K$476.2K-$31.9K2026-10-28
Venture Visionary Partners LLC
INCREASED3,7072,449+1,258+51%$334.8K$474.9K+$140.1K2026-10-07
Maple Capital Management, Inc.
UNCHANGED3,6953,69500%$505.0K$473.3K-$31.7K2026-11-02
Retirement Planning Co of New England, Inc.
DECREASED3,6603,910-250-6%$534.4K$468.8K-$65.6K2026-10-15
Sage Capital Management, LLC
INCREASED3,6193,613+6+0%$494.1K$464.0K-$30.1K2026-10-20
Focused Alpha, LLC
DECREASED3,6133,679-66-2%$502.8K$462.8K-$40.0K2026-10-20
Brown Miller Wealth Management, LLC
NEW3,575—+3,575——$458.0K—2026-11-02
HBE Wealth Management, LLC
UNCHANGED3,5633,56300%$487.0K$456.4K-$30.6K2026-11-06
Conning Inc.
UNCHANGED3,5593,55900%$486.4K$455.9K-$30.5K2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED3,4803,252+228+7%$444.5K$445.8K+$1.4K2026-10-29
Altiora Financial Group, LLC
INCREASED3,4693,466+3+0%$473.7K$444.4K-$29.4K2026-11-04
Davenport & Co LLC
INCREASED3,4523,102+350+11%$424.0K$442.2K+$18.2K2026-10-14
Atwater Malick LLC
INCREASED3,3922,235+1,157+52%$305.5K$434.5K+$129.0K2026-10-15
Blue Trust, Inc.
INCREASED3,3451,883+1,462+78%$257.4K$428.5K+$171.1K2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED3,3253,324+1+0%$454.3K$425.8K-$28.4K2026-11-04
TrueWealth Advisors, LLC
INCREASED3,2943,060+234+8%$418.2K$422.0K+$3.7K2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED3,2733,378-105-3%$461.7K$419.2K-$42.4K2026-10-13
GW Henssler & Associates LTD
DECREASED3,2533,541-288-8%$484.0K$416.7K-$67.3K2026-10-26
Shoker Investment Counsel, Inc.
UNCHANGED3,2463,24600%$443.7K$415.8K-$27.9K2026-11-04
Montecito Bank & Trust
UNCHANGED3,2253,22500%$440.8K$413.1K-$27.7K2026-10-01
Roberts Financial Services LLC
DECREASED3,2223,579-357-10%$489.1K$412.8K-$76.4K2026-10-23
Advisory Solutions Group, LLC
INCREASED3,1622,630+532+20%$359.5K$405.1K+$45.6K2026-10-14
SYM Financial Corp
DECREASED3,0963,270-174-5%$446.9K$396.6K-$50.3K2026-10-26
Summit Global Investments
UNCHANGED3,0853,08500%$422.0K$395-$421.6K2026-10-28
Brookstone Capital Management
INCREASED3,0601,716+1,344+78%$234.6K$392.0K+$157.4K2026-10-22
Gibbs Wealth Management
NEW3,030—+3,030——$388.1K—2026-10-22
Genesis Private Wealth, LLC
UNCHANGED3,0163,01600%$412.2K$386.4K-$25.9K2026-11-02
Blackston Financial Advisory Group, LLC
DECREASED2,9953,579-584-16%$489.2K$383.7K-$105.5K2026-11-04
Valley Wealth Managers, Inc.
INCREASED2,9712,885+86+3%$394.3K$380.6K-$13.7K2026-10-09
Smith Salley Wealth Management
UNCHANGED2,9602,96000%$404.6K$379.2K-$25.4K2026-11-03
Fulton Bank, N.A.
UNCHANGED2,9582,95800%$404.3K$378.9K-$25.4K2026-10-14
Wealth Dimensions Group, Ltd.
DECREASED2,9503,098-148-5%$423.4K$377.8K-$45.6K2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED2,9172,91700%$398.7K$373.7K-$25.0K2026-10-16
Park Avenue Securities LLC
INCREASED2,9142,856+58+2%$390.0K$373-$389.6K2026-10-26
Pinnacle Financial Group, LLC / IL
INCREASED2,8812,875+6+0%$393.0K$369.1K-$23.9K2026-10-29
Dynamic Advisor Solutions LLC
INCREASED2,8672,865+2+0%$391.6K$367.3K-$24.4K2026-10-13
Confluence Wealth Services, Inc.
INCREASED2,8252,823+2+0%$385.8K$361.8K-$24.0K2026-11-05
AdvisorNet Financial, Inc
DECREASED2,8212,938-117-4%$401.6K$360.5K-$41.1K2026-10-15
Daymark Wealth Partners, LLC
INCREASED2,8002,788+12+0%$381.1K$358.7K-$22.4K2026-11-04
Renasant Bank
UNCHANGED2,7502,75000%$375.9K$352.3K-$23.6K2026-11-05
Dynamic Financial Group
INCREASED2,7482,747+1+0%$375.5K$352.0K-$23.4K2026-10-28
Willner & Heller, LLC
INCREASED2,7412,730+11+0%$373.1K$351.2K-$22.0K2026-10-28
Silverlake Wealth Management LLC
INCREASED2,7362,423+313+13%$331.2K$350.4K+$19.2K2026-10-21
Compass Ion Advisors, LLC
DECREASED2,7252,881-156-5%$393.8K$349.1K-$44.7K2026-10-23
Warner Financial, Inc
INCREASED2,7202,716+4+0%$371.2K$348.4K-$22.7K2026-11-06
Hardin Capital Partners, LLC
INCREASED2,6732,593+80+3%$355.3K$342.4K-$12.9K2026-10-09
Smith Chas P & Associates PA Cpas
DECREASED2,6703,290-620-19%$449.7K$344.1K-$105.6K2026-10-22
Keystone Wealth Services, LLC
UNCHANGED2,6622,66200%$363.9K$343.3K-$20.6K2026-11-03
Capital Investment Advisors, LLC
DECREASED2,6012,946-345-12%$402.6K$333.2K-$69.4K2026-10-22
Avion Wealth
INCREASED2,5942,552+42+2%$348.0K$332.0K-$16.0K2026-11-04
Sepio Capital, LP
UNCHANGED2,5862,58600%$353.5K$331.3K-$22.2K2026-10-22
Seven Hills Financial, LLC
NEW2,582—+2,582——$330.7K—2026-10-13
Saxony Capital Management, LLC
NEW2,582—+2,582——$330.8K—2026-10-15
Cornerstone Planning, LLC
UNCHANGED2,5782,57800%$352.4K$351.4K-$9952026-10-27
Victory Financial Group, LLC
INCREASED2,5762,354+222+9%$321.7K$329.9K+$8.3K2026-10-27
Mechanics Financial Corp
UNCHANGED2,5762,57600%$352.1K$330.0K-$22.1K2026-11-05
Sterling Wealth Management, Inc.
INCREASED2,5702,568+2+0%$351.1K$329.2K-$21.8K2026-10-23
Wedbush Securities Inc
DECREASED2,5642,861-297-10%$391.0K$328-$390.7K2026-10-22
TCI Wealth Advisors, Inc.
NEW2,557—+2,557——$327.5K—2026-10-30
Green Ridge Wealth Planning LLC
UNCHANGED2,5542,55400%$349.1K$327.2K-$21.9K2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,5402,54000%$347.2K$325.4K-$21.8K2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED2,5322,606-74-3%$356.2K$324.3K-$31.8K2026-10-19
Childress Capital Advisors, LLC
UNCHANGED2,5012,50100%$341.8K$320.4K-$21.5K2026-10-28
Valley Forge Investment Consultants Inc ADV
UNCHANGED2,4982,49800%$341.5K$320.0K-$21.4K2026-11-03
Signature Equity Partners, LLC
INCREASED2,4892,382+107+4%$325.6K$318.8K-$6.8K2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED2,4511,512+939+62%$206.8K$314.0K+$107.2K2026-11-05
Juncture Wealth Strategies, LLC
DECREASED2,4422,501-59-2%$341.8K$312.8K-$29.0K2026-10-06
Guardian Financial Partners, LLC
INCREASED2,4102,404+6+0%$328.5K$308.7K-$19.8K2026-11-04
Gen-Wealth Partners Inc
UNCHANGED2,4012,40100%$328.2K$307.6K-$20.6K2026-11-04
Bensler, LLC
UNCHANGED2,3542,35400%$321.7K$301.5K-$20.2K2026-11-05
Quadrant Capital Group LLC
UNCHANGED2,3302,33000%$318.5K$302.2K-$16.3K2026-10-20
CGC Financial Services, LLC
INCREASED2,3081,893+415+22%$258.7K$295.7K+$36.9K2026-10-13
Morton Brown Family Wealth, LLC
UNCHANGED2,3042,30400%$314.9K$295.1K-$19.8K2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED2,2812,205+76+3%$301.4K$292.2K-$9.2K2026-11-05
Heritage Investors Management Corp
UNCHANGED2,2502,25000%$308.0K$288-$307.7K2026-10-29
Blue Bell Private Wealth Management, LLC
DECREASED2,2372,440-203-8%$333.5K$286.6K-$46.9K2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED2,2232,205+18+1%$301.4K$284.8K-$16.6K2026-10-05
Heck Capital Advisors, LLC
NEW2,214—+2,214——$283.6K—2026-10-14
Guidance Point Advisors, LLC
INCREASED2,1942,177+17+1%$298.2K$281.5K-$16.6K2026-10-15
Keener Financial Planning LLC
DECREASED2,1902,257-67-3%$308.0K$280.5K-$27.5K2026-11-06
Towerpoint Wealth, LLC
INCREASED2,1832,175+8+0%$297.3K$279.6K-$17.7K2026-10-13
Mullaney, Keating & Wright, Inc.
DECREASED2,1612,218-57-3%$303.2K$276.8K-$26.4K2026-10-19
Perigon Wealth Management, LLC
INCREASED2,1452,009+136+7%$274.5K$274.8K+$2542026-10-22
Founders Financial Securities LLC
INCREASED2,1212,048+73+4%$279.9K$271.6K-$8.2K2026-10-28
SBK Financial, Inc.
UNCHANGED2,1102,11000%$288.4K$270.3K-$18.1K2026-11-02
Turning Point Benefit Group, Inc.
INCREASED2,1031,612+491+30%$220.3K$271.7K+$51.4K2026-10-28
Farmers & Merchants Investments Inc
DECREASED2,1003,205-1,105-34%$438.1K$269.0K-$169.0K2026-10-22
Facet Wealth, Inc.
INCREASED2,0961,987+109+5%$271.6K$268.5K-$3.1K2026-11-04
Sound Income Strategies, LLC
INCREASED2,0932,081+12+1%$284.4K$271.2K-$13.2K2026-10-09
Kraft, Davis & Associates, LLC
DECREASED2,0512,623-572-22%$348.1K$263.7K-$84.4K2026-10-21
Ashton Thomas Securities, LLC
NEW2,050—+2,050——$262.6K—2026-10-26
Financial Perspectives, Inc
INCREASED2,0462,044+2+0%$279.4K$262.1K-$17.3K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED2,0442,042+2+0%$279.0K$261.8K-$17.2K2026-10-21
Camelot Technology Advisors, Inc.
INCREASED2,0062,002+4+0%$273.6K$256.9K-$16.7K2026-10-09
TD Waterhouse Canada Inc.
DECREASED2,0002,105-105-5%$287.3K$258.4K-$28.9K2026-10-16
Jeppson Wealth Management, LLC
UNCHANGED2,0002,00000%$273.4K$256.2K-$17.2K2026-10-20
Net Worth Advisory Group
INCREASED1,9971,935+62+3%$264.5K$258.0K-$6.5K2026-10-20
Wealth Quarterback LLC
DECREASED1,9912,057-66-3%$281.1K$255.0K-$26.1K2026-10-20
Grey Fox Wealth Advisors, LLC
INCREASED1,9791,554+425+27%$212.4K$253.5K+$41.1K2026-11-03
Welch & Forbes LLC
UNCHANGED1,9781,97800%$270.4K$253.4K-$17.0K2026-11-04
Sagespring Wealth Partners, LLC
INCREASED1,9571,944+13+1%$265.7K$250.7K-$15.0K2026-10-22
Turtle Creek Wealth Advisors, LLC
UNCHANGED1,9501,95000%$266.5K$249.8K-$16.7K2026-10-15
Independent Wealth Advisors LLC
NEW1,947—+1,947——$249.4K—2026-10-27
Inlight Wealth Management, LLC
UNCHANGED1,9401,94000%$265.2K$248.5K-$16.6K2026-10-21
Vicus Capital
DECREASED1,9342,135-201-9%$291.8K$247.8K-$44.0K2026-11-05
Trust Co of the South
UNCHANGED1,9311,93100%$263.9K$247.4K-$16.6K2026-10-21
Krilogy Financial LLC
DECREASED1,9282,654-726-27%$362.8K$249.2K-$113.6K2026-10-13
Three Seasons Wealth, LLC
DECREASED1,92719,949-18,022-90%$2.7M$246.8K-$2.5M2026-11-03
King Luther Capital Management Corp
UNCHANGED1,9121,91200%$261.3K$244.9K-$16.4K2026-11-05
Foundation Wealth Management, Llc\pa
UNCHANGED1,9111,91100%$261.2K$244.8K-$16.4K2026-10-14
Sims Investment Management, LLC
DECREASED1,8931,923-30-2%$261.5K$242.0K-$19.6K2026-10-13
Saxon Interests, Inc.
DECREASED1,8892,589-700-27%$353.9K$242.0K-$111.9K2026-10-26
Fiduciary Advisors, Inc.
DECREASED1,8711,991-120-6%$272.1K$239.7K-$32.4K2026-10-16
IFG Advisors, LLC
DECREASED1,8551,979-124-6%$270.5K$237.6K-$32.8K2026-10-15
Weil Company, Inc.
INCREASED1,8551,853+2+0%$253.3K$237.7K-$15.7K2026-10-14
Optimist Retirement Group LLC
INCREASED1,8501,842+8+0%$251.7K$236.9K-$14.8K2026-10-30
Allen Investment Management, LLC
UNCHANGED1,8361,83600%$250.9K$235.2K-$15.8K2026-11-03
Sharper & Granite LLC
UNCHANGED1,8271,82700%$249.7K$216.4K-$33.3K2026-11-02
Joseph P. Lucia & Associates, LLC
UNCHANGED1,8041,80400%$246.6K$231.1K-$15.5K2026-10-30
RFG Advisory, LLC
INCREASED1,7951,794+1+0%$245.2K$229.9K-$15.3K2026-11-03
Regatta Capital Group, LLC
UNCHANGED1,7951,79500%$245.3K$229.9K-$15.4K2026-10-23
Kathmere Capital Management, LLC
DECREASED1,7891,840-51-3%$251.5K$229.2K-$22.3K2026-10-20
WealthPlan Investment Management, LLC
UNCHANGED1,7771,77700%$242.9K$227.6K-$15.2K2026-10-15
Milestone Asset Management Group, LLC
INCREASED1,7721,621+151+9%$221.6K$227.0K+$5.5K2026-10-20
Life Planning Partners, Inc
DECREASED1,7592,042-283-14%$279.1K$225.3K-$53.8K2026-10-28
Ascentis Independent Advisors
NEW1,750—+1,750——$224.4K—2026-11-03
Quantum Financial Advisors, LLC
UNCHANGED1,7501,75000%$239.2K$224.2K-$15.0K2026-11-03
StoneX Group Inc.
NEW1,733—+1,733——$226.1K—2026-11-03
Destiny Wealth Partners, LLC
UNCHANGED1,7271,72700%$234.8K$231.9K-$2.9K2026-11-05
Financial Planning Hawaii, Inc.
INCREASED1,7181,670+48+3%$228.3K$220.1K-$8.2K2026-10-13
Garde Capital, Inc.
UNCHANGED1,7151,71500%$234.4K$219.7K-$14.7K2026-10-29
Allegheny Financial Group
UNCHANGED1,7041,70400%$232.9K$218.3K-$14.6K2026-11-05
Patriot Financial Group Insurance Agency, LLC
NEW1,693—+1,693——$216.9K—2026-10-14
TCV Trust & Wealth Management, Inc.
UNCHANGED1,6881,68800%$230.7K$216.2K-$14.5K2026-10-16
MV Capital Management, Inc.
UNCHANGED1,6841,68400%$230.2K$215.7K-$14.4K2026-10-29
Enclave Advisors LLC
DECREASED1,6621,673-11-1%$228.6K$212.9K-$15.7K2026-10-14
Vann Equity Management LLC
INCREASED1,6601,627+33+2%$222.3K$212.6K-$9.7K2026-10-08
Valeo Financial Advisors, LLC
DECREASED1,6462,387-741-31%$326.3K$210.9K-$115.4K2026-10-08
Means Investment Co., Inc.
INCREASED1,6441,638+6+0%$223.9K$210.6K-$13.4K2026-11-03
Strategy Asset Managers LLC
NEW1,634—+1,634——$209.3K—2026-10-14
Whalen Wealth Management Inc.
NEW1,629—+1,629——$208.7K—2026-10-08
Fee-Only Financial Planning, L.C.
UNCHANGED1,6001,60000%$218.7K$205.0K-$13.7K2026-10-23
Landmark Wealth Management, LLC
DECREASED1,5811,633-52-3%$223.2K$202.5K-$20.7K2026-11-03
Fiduciary Alliance LLC
INCREASED1,5761,570+6+0%$214.6K$201.8K-$12.7K2026-10-13
Meridian Financial Advisors, LLC
UNCHANGED1,5761,57600%$215.4K$201.9K-$13.5K2026-10-14
Embree Financial Group
INCREASED1,5741,573+1+0%$215.0K$201.6K-$13.4K2026-10-22
Brandywine OAK Private Wealth LLC
INCREASED1,5681,562+6+0%$213.5K$200.9K-$12.6K2026-10-23
Arcadia Investment Advisors LLC
UNCHANGED1,5381,53800%$210.2K$197.0K-$13.2K2026-10-13
Transce3nd, LLC
NEW1,418—+1,418——$184.3K—2026-10-26
Gamma Investing LLC
UNCHANGED1,4181,41800%$193.8K$181.6K-$12.2K2026-10-08
Laurel Wealth Advisors LLC
NEW1,414—+1,414——$181.1K—2026-10-27
Westside Investment Management, Inc.
INCREASED1,3591,354+5+0%$185.1K$174.1K-$11.0K2026-11-02
Oakworth Capital, Inc.
UNCHANGED1,3141,31400%$179.6K$168.3K-$11.2K2026-10-26
MidAtlantic Capital Management, Inc.
NEW1,309—+1,309——$167.7K—2026-11-05
Archer Investment Corp
DECREASED1,2831,345-62-5%$183.9K$164.4K-$19.5K2026-11-05
Atwood & Palmer Inc
UNCHANGED1,2711,27100%$173.8K$162.9K-$10.9K2026-10-08
Insight Inv LLC
UNCHANGED1,2381,23800%$169.2K$158.6K-$10.6K2026-10-27
Private Trust Co NA
UNCHANGED1,2091,20900%$165.2K$154.9K-$10.4K2026-10-20
Harbor Asset Planning, Inc.
INCREASED1,2031,200+3+0%$163.9K$154.3K-$9.6K2026-10-23
Montag A & Associates Inc
DECREASED1,1671,367-200-15%$186.8K$149.5K-$37.3K2026-10-29
Cullen T Bankers, Inc.
UNCHANGED1,0901,09000%$148.9K$139.6K-$9.3K2026-10-28
Rossby Financial, LCC
NEW1,046—+1,046——$134.0K—2026-11-05
Latitude Advisors, LLC
NEW1,026—+1,026——$131.5K—2026-10-27
Phillip James Consulting Co.
NEW1,002—+1,002——$128.4K—2026-11-03
Duncker Streett & Co Inc
UNCHANGED92392300%$126.2K$118.2K-$7.9K2026-10-27
Eastern Bank
INCREASED922150+772+515%$20.5K$118.1K+$97.6K2026-10-05
Arlington Trust Co LLC
UNCHANGED91591500%$125.1K$117.2K-$7.9K2026-10-20
Coastline Trust Co
DECREASED8831,402-519-37%$191.6K$113.1K-$78.5K2026-10-01
Moisand Fitzgerald Tamayo, LLC
INCREASED834829+5+1%$113.3K$106.9K-$6.5K2026-10-15
Hilton Head Capital Partners, LLC
INCREASED820819+1+0%$111.9K$105.0K-$6.9K2026-10-23
KFG LLC
NEW810—+810——$103.8K—2026-11-02
Princeton Global Asset Management LLC
DECREASED798824-26-3%$112.6K$102.2K-$10.4K2026-10-21
Assetmark, Inc
INCREASED782240+542+226%$32.8K$100.2K+$67.4K2026-10-21
Hilltop National Bank
UNCHANGED78078000%$106.6K$99.9K-$6.7K2026-10-14
Biltmore Family Office, LLC
UNCHANGED76876800%$105.0K$98.4K-$6.6K2026-11-03
Russell Investments Group, Ltd.
INCREASED717656+61+9%$89.7K$91.9K+$2.1K2026-11-06
Country Trust Bank
UNCHANGED65965900%$90.1K$84.4K-$5.7K2026-10-30
Concord Wealth Partners
DECREASED641643-20%$87.9K$82.1K-$5.9K2026-11-02
Kings Path Partners LLC
UNCHANGED60860800%$83.1K$77.9K-$5.2K2026-10-21
Mainstream Capital Management LLC
NEW600—+600——$76.9K—2026-10-23
CoreCap Advisors, LLC
DECREASED5914,979-4,388-88%$680.5K$75.7K-$604.8K2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED55055000%$75.2K$70.5K-$4.7K2026-10-09
Powell Investment Advisors, LLC
UNCHANGED53353300%$72.9K$68.3K-$4.6K2026-10-22
Granite Investment Partners, LLC
UNCHANGED48148100%$65.7K$61.6K-$4.1K2026-11-04
Friedenthal Financial
NEW480—+480——$61.5K—2026-10-27
Grove Bank & Trust
UNCHANGED45045000%$61.5K$57.6K-$3.9K2026-10-08
Global Trust Asset Management, LLC
DECREASED445565-120-21%$77.2K$57.0K-$20.2K2026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED43143100%$58.9K$55.2K-$3.7K2026-10-30
Essential Partners LLC
UNCHANGED42442400%$58.0K$54.3K-$3.6K2026-10-14
Financial Network Wealth Advisors LLC
NEW403—+403——$51.6K—2026-10-28
Pacific Center for Financial Services
UNCHANGED40040000%$54.7K$51.2K-$3.4K2026-10-15
Sage Mountain Advisors LLC
UNCHANGED37737700%$51.5K$48.3K-$3.2K2026-11-02
Caldwell Trust Co
UNCHANGED37637600%$51.4K$48.2K-$3.2K2026-10-30
First Premier Bank
UNCHANGED37037000%$51$47-$42026-10-13
IAG Wealth Partners, LLC
UNCHANGED35035000%$47.8K$44.8K-$3.0K2026-11-06
Signaturefd, LLC
INCREASED348225+123+55%$30.8K$44.6K+$13.8K2026-10-23
SJS Investment Consulting Inc.
UNCHANGED33233200%$45.4K$42.5K-$2.8K2026-10-26
Cape Investment Advisory, Inc.
DECREASED331374-43-11%$51.1K$42.4K-$8.8K2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED32032000%$43.7K$41.0K-$2.7K2026-10-16
Trifecta Capital Advisors, LLC
UNCHANGED32032000%$43.7K$41.0K-$2.7K2026-10-21
Abound Wealth Management
UNCHANGED31831800%$43.5K$40.7K-$2.7K2026-10-26
Independence Bank of Kentucky
UNCHANGED31831800%$43.5K$40.7K-$2.7K2026-10-26
Fortis Group Advisors, LLC
UNCHANGED31731700%$43.3K$40.6K-$2.7K2026-11-06
UMB Private Wealth Management, LLC
NEW313—+313——$40.1K—2026-10-19
Trust Co of Toledo NA
UNCHANGED30330300%$41.4K$38.8K-$2.6K2026-10-16
Monetary Solutions, Ltd
UNCHANGED27627600%$37.7K$35.4K-$2.4K2026-10-22
Capital Investment Counsel, Inc
UNCHANGED26826800%$36.6K$34.3K-$2.3K2026-10-20
Fairman Group, LLC
UNCHANGED26726700%$36.5K$34.2K-$2.3K2026-10-26
EverSource Wealth Advisors, LLC
DECREASED253493-240-49%$67.4K$32.4K-$35.0K2026-11-04
Ulland Investment Advisors, LLC
UNCHANGED25025000%$34$32-$22026-10-13
Central Trust Co
DECREASED239465-226-49%$63.6K$30.6K-$32.9K2026-11-05
Triumph Capital Management
UNCHANGED23623600%$32.2K$30.3K-$1.9K2026-10-14
Bullock Wealth Management Group
INCREASED226225+1+0%$30.8K$29.2K-$1.5K2026-10-09
Richardson Financial Services Inc.
UNCHANGED22422400%$30.6K$28.7K-$1.9K2026-10-30
Barclays PLC
UNCHANGED21521500%$29.4K$27.5K-$1.8K2026-11-06
Hughes Financial Services, LLC
UNCHANGED21121100%$28.8K$28.3K-$5712026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW200—+200——$25.6K—2026-10-23
United Financial Planning Group LLC
UNCHANGED19919900%$27.2K$25.5K-$1.7K2026-11-04
Holos Integrated Wealth LLC
NEW188—+188——$24.1K—2026-10-23
Noble Wealth Management PBC
UNCHANGED18018000%$24.6K$23.1K-$1.5K2026-10-01
Root Financial Partners, LLC
NEW165—+165——$21.1K—2026-10-21
Advocate Investing Services LLC
UNCHANGED15815800%$21.6K$20.2K-$1.4K2026-10-26
First United Bank & Trust
UNCHANGED15015000%$20.5K$19.2K-$1.3K2026-10-22
Evermay Wealth Management LLC
DECREASED149293-144-49%$40.0K$19.1K-$21.0K2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED12812800%$17.5K$16.4K-$1.1K2026-10-22
Team Financial Group, LLC
NEW126—+126——$16.2K—2026-10-30
Wagner Wealth Management, LLC
UNCHANGED12612600%$17.2K$16.1K-$1.1K2026-10-21
CX Institutional
DECREASED118202-84-42%$28$15-$132026-10-02
Pacifica Partners Inc.
UNCHANGED11811800%$16.0K$15.2K-$7392026-10-09
Golden State Wealth Management, LLC
UNCHANGED11111100%$15.2K$14.2K-$9522026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED11011000%$15.0K$14.1K-$9442026-10-16
NorthAvenue LLC
UNCHANGED10210200%$13.9K$13.1K-$8752026-10-29
Cordgrass Capital Advisors, LLC
UNCHANGED10010000%$13.7K$12.8K-$8582026-10-30
Towne Trust Company, N.a
UNCHANGED10010000%$13.7K$12.8K-$8582026-10-28
MTM Investment Management, LLC
UNCHANGED909000%$12.3K$11.5K-$7722026-10-30
Sima Wealth Partners, LLC
UNCHANGED898900%$12.2K$11.4K-$7632026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED848400%$11.5K$10.8K-$7212026-10-13
Jacobi Capital Management LLC
NEW79—+79——$10.1K—2026-11-05
Trust Co of Vermont
UNCHANGED777700%$10.5K$9.9K-$6602026-10-21
Ascentis Wealth Management, LLC
UNCHANGED616100%$8.4K$7.9K-$5262026-11-03
Winthrop Capital Management, LLC
UNCHANGED535300%$7$6.8K+$6.8K2026-11-05
Bank of New Hampshire
UNCHANGED525200%$7.1K$6.7K-$4462026-10-06
EPG Wealth Management LLC
UNCHANGED505000%$6.8K$6.4K-$4292026-11-03
RMG Wealth Management LLC
UNCHANGED474700%$6.5K$6.2K-$3732026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED343400%$4.6K$4.4K-$2922026-10-20
Realta Investment Advisors
INCREASED3130+1+3%$4.2K$3.9K-$2442026-10-14
First Command Advisory Services, Inc.
UNCHANGED303000%$4.1K$3.8K-$2572026-11-05
Vima LLC
UNCHANGED303000%$4.1K$3.8K-$2572026-10-23
Foster Dykema Cabot & Partners, LLC
UNCHANGED262600%$3.6K$3.3K-$2232026-10-30
Nvest Wealth Strategies, Inc.
UNCHANGED262600%$3.6K$3.3K-$2232026-10-14
Nvwm, LLC
DECREASED2324-1-4%$3.2K$3.0K-$1902026-10-14
Townsend Asset Management Corp
UNCHANGED222200%$3.0K$2.8K-$1882026-10-29
Piedmont Capital Management, LLC
UNCHANGED212100%$2.9K$2.7K-$1802026-10-21
Register Financial Advisors LLC
UNCHANGED212100%$2.9K$2.7K-$1802026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED202000%$2.7K$2.6K-$1722026-10-21
MassMutual Private Wealth & Trust, FSB
UNCHANGED171700%$2.3K$2.2K-$1462026-10-05
Community Financial Services Group, LLC
NEW14—+14——$1.8K—2026-10-15
Kozak & Associates, Inc.
UNCHANGED141400%$1.9K$1.8K-$512026-10-29
NBT Bank, N.A.
DECREASED131,221-1,208-99%$166.9K$1.7K-$165.2K2026-10-21
Compass Financial Management LLC
UNCHANGED6600%$842$769-$732026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED5500%$1$1$02026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED5500%$683$641-$422026-11-05
Angeles Wealth Management, LLC
UNCHANGED2200%$273$256-$172026-10-26
Transcendent Capital Group LLC
CLOSED029,751-29,751-100%$4.1M$0-$4.1M2026-10-28
Clear Creek Financial Management, LLC
CLOSED019,317-19,317-100%$2.6M$0-$2.6M2026-10-28
Mainsail Financial Group, LLC
CLOSED018,808-18,808-100%$2.6M$0-$2.6M2026-10-23
Roman Butler Fullerton & Co
CLOSED08,800-8,800-100%$1.2M$0-$1.2M2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED06,084-6,084-100%$831.6K$0-$831.6K2026-10-16
KPP Advisory Services LLC
CLOSED02,302-2,302-100%$314.7K$0-$314.7K2026-10-26
Compass Financial Group, Inc. (Ohio)
CLOSED02,030-2,030-100%$277.5K$0-$277.5K2026-10-19
LVW Advisors, LLC
CLOSED01,686-1,686-100%$230.4K$0-$230.4K2026-10-19
Connecticut Wealth Management, LLC
CLOSED01,606-1,606-100%$219.5K$0-$219.5K2026-10-13
Corepath Wealth Partners LLC
CLOSED01,526-1,526-100%$202.4K$0-$202.4K2026-10-21
LaFleur & Godfrey LLC
CLOSED01,524-1,524-100%$208.3K$0-$208.3K2026-10-27
Commonwealth Financial Services, LLC
CLOSED01,522-1,522-100%$208.0K$0-$208.0K2026-10-20
Glenview Trust Co
CLOSED01,511-1,511-100%$206.5K$0-$206.5K2026-10-28
Dana Investment Advisors, Inc.
CLOSED01,504-1,504-100%$205.5K$0-$205.5K2026-11-06
Diversified Portfolios, Inc.
CLOSED01,496-1,496-100%$204.5K$0-$204.5K2026-11-04
Axim Planning & Wealth
CLOSED01,482-1,482-100%$202.5K$0-$202.5K2026-10-28
First Interstate Bank
CLOSED01,476-1,476-100%$201.7K$0-$201.7K2026-10-23
Sunesis Advisors, LLC
CLOSED01,474-1,474-100%$201.5K$0-$201.5K2026-10-26
E&G Advisors, LLC
CLOSED01,470-1,470-100%$200.9K$0-$200.9K2026-10-13
First Citizens Bank & Trust Co
CLOSED01,467-1,467-100%$200.5K$0-$200.5K2026-10-14
Evergreen Private Wealth LLC
CLOSED01,136-1,136-100%$155.3K$0-$155.3K2026-10-30
Salem Investment Counselors Inc
CLOSED01,057-1,057-100%$144.5K$0-$144.5K2026-10-13
Washington Trust Advisors, Inc.
CLOSED0694-694-100%$94.9K$0-$94.9K2026-10-22
International Assets Investment Management, LLC
CLOSED0452-452-100%$61.7K$0-$61.7K2026-11-02
Robinswood Financial LLC
CLOSED0433-433-100%$59.2K$0-$59.2K2026-10-20
Brooklyn FI, LLC
CLOSED0426-426-100%$58.4K$0-$58.4K2026-11-05
Merrithew & Thorsten Inc
CLOSED0222-222-100%$30$0-$302026-11-06
Founders Capital Management
CLOSED0207-207-100%$28.3K$0-$28.3K2026-10-13
Tucker Asset Management LLC
CLOSED0142-142-100%$19.4K$0-$19.4K2026-10-29
Tradewinds Capital Management, LLC
CLOSED035-35-100%$4.8K$0-$4.8K2026-10-23
Strategic Wealth Advisors LLC
CLOSED024-24-100%$2$0-$22026-11-06
Morgan Stanley
N/A—3,179,960-3,179,960-100%$434.6M———
Bank of America Corp
N/A—3,174,297-3,174,297-100%$433.9M———
FMR LLC
N/A—1,658,864-1,658,864-100%$226.7M———
Wells Fargo & Company
N/A—1,524,599-1,524,599-100%$208.4M———
UBS Group AG
N/A—946,480-946,480-100%$129.4M———
Envestnet Asset Management Inc
N/A—569,424-569,424-100%$77.8M———
M&T Bank Corp
N/A—544,152-544,152-100%$74.4M———
Royal Bank of Canada
N/A—476,147-476,147-100%$65.1M———
Ameriprise Financial Inc
N/A—420,919-420,919-100%$57.9M———
Raymond James Financial Inc
N/A—402,732-402,732-100%$55.0M———
HighTower Advisors, LLC
N/A—391,964-391,964-100%$53.6M———
Jones Financial Companies Lllp
N/A—377,557-377,557-100%$51.7M———
Northwestern Mutual Wealth Management Co
N/A—366,066-366,066-100%$50.0M———
Osaic Holdings, Inc.
N/A—347,351-347,351-100%$47.5M———
World Investment Advisors
N/A—342,539-342,539-100%$40.6M———
JPMorgan Chase & Co
N/A—339,448-339,448-100%$46.3M———
Stifel Financial Corp
N/A—288,193-288,193-100%$39.4M———
Focus Partners Wealth
N/A—286,626-286,626-100%$39.2M———
Palisades Hudson Asset Management, L.P.
N/A—273,676-273,676-100%$37.4M———
Cetera Investment Advisers
N/A—257,840-257,840-100%$35.2M———
Baird Financial Group, Inc.
N/A—246,679-246,679-100%$33.7M———
Bank of Montreal
N/A—246,399-246,399-100%$33.7M———
Cerity Partners LLC
N/A—226,908-226,908-100%$31.0M———
Mariner, LLC
N/A—203,895-203,895-100%$27.9M———
MAI Capital Management
N/A—196,094-196,094-100%$26.8M———
Rockefeller Capital Management L.P.
N/A—194,856-194,856-100%$26.6M———
Moneta Group Investment Advisors LLC
N/A—175,321-175,321-100%$24.0M———
United Capital Financial Advisors, LLC
N/A—159,182-159,182-100%$21.8M———
Parallax Volatility Advisers, L.P.
N/A—150,002-150,002-100%$20.5M———
Brown Advisory Inc
N/A—146,840-146,840-100%$20.1M———
Goldman Sachs Group Inc
N/A—135,715-135,715-100%$18.5M———
Mercer Global Advisors Inc
N/A—129,156-129,156-100%$17.7M———
BFC Planning, Inc.
N/A—128,551-128,551-100%$17.6M———
Waverly Advisors, LLC
N/A—123,583-123,583-100%$16.9M———
Financial Advisors Network, Inc.
N/A—122,972-122,972-100%$16.8M———
Coastal Bridge Advisors, LLC
N/A—121,232-121,232-100%$16.6M———
Pinnacle Financial Partners, Inc.
N/A—107,217-107,217-100%$14.7M———
Captrust Financial Advisors
N/A—100,598-100,598-100%$13.7M———
Silver OAK Securities, Incorporated
N/A—92,156-92,156-100%$12.6M———
Asset Management Group, Inc.
N/A—83,985-83,985-100%$11.5M———
Glenmede Trust Co NA
N/A—82,793-82,793-100%$11.3M———
One Capital Management, LLC
N/A—82,509-82,509-100%$9.8M———
CIBC World Market Inc.
N/A—81,174-81,174-100%$11.1M———
Arkadios Wealth Advisors
N/A—75,901-75,901-100%$10.4M———
Peapack Gladstone Financial Corp
N/A—71,809-71,809-100%$9.8M———
Summit Financial, LLC
N/A—71,221-71,221-100%$9.7M———
Private Advisor Group, LLC
N/A—68,001-68,001-100%$9.3M———
Castlekeep Investment Advisors LLC
N/A—67,838-67,838-100%$9.3M———
Steward Partners Investment Advisory, LLC
N/A—65,337-65,337-100%$8.9M———
Pathstone Holdings, LLC
N/A—63,600-63,600-100%$8.7M———
Accretive Wealth Partners, LLC
N/A—62,513-62,513-100%$8.5M———
Beacon Pointe Advisors, LLC
N/A—60,485-60,485-100%$8.3M———
Focus Partners Advisor Solutions, LLC
N/A—58,544-58,544-100%$8.0M———
Blue Edge Capital, LLC
N/A—58,297-58,297-100%$8.0M———
Financial Engines Advisors L.L.C.
N/A—58,261-58,261-100%$8.0M———
Ausdal Financial Partners, Inc.
N/A—58,249-58,249-100%$8.0M———
Cresset Asset Management, LLC
N/A—53,695-53,695-100%$7.3M———
MidFirst Bank
N/A—53,291-53,291-100%$7.3M———
Arax Advisory Partners
N/A—51,701-51,701-100%$7.1M———
Camarda Financial Advisors, LLC
N/A—51,363-51,363-100%$7.0M———
Franklin Resources Inc
N/A—51,220-51,220-100%$7.0M———
Quent Capital, LLC
N/A—45,554-45,554-100%$6.2M———
Natixis Advisors, LLC
N/A—45,505-45,505-100%$6.2M———
Quantinno Capital Management LP
N/A—43,706-43,706-100%$6.0M———
Advisory Services Network, LLC
N/A—43,426-43,426-100%$5.9M———
Janney Montgomery Scott LLC
N/A—37,867-37,867-100%$5.2M———
Integrated Wealth Concepts LLC
N/A—37,398-37,398-100%$5.1M———
Ethos Financial Group, LLC
N/A—36,819-36,819-100%$5.0M———
Huntington National Bank
N/A—35,797-35,797-100%$4.9M———
Stokes Family Office, LLC
N/A—35,625-35,625-100%$4.9M———
MML Investors Services, LLC
N/A—35,584-35,584-100%$4.9M———
EP Wealth Advisors, LLC
N/A—33,055-33,055-100%$4.5M———
Azimuth Capital Investment Management LLC
N/A—32,319-32,319-100%$4.4M———
Texas Yale Capital Corp.
N/A—30,964-30,964-100%$4.2M———
Equitable Holdings, Inc.
N/A—30,506-30,506-100%$4.2M———
Broadview Financial Management, LLC
N/A—29,219-29,219-100%$4.0M———
&partners
N/A—28,685-28,685-100%$3.9M———
Northern Trust Corp
N/A—28,472-28,472-100%$3.9M———
Causey Wealth LLC
N/A—28,136-28,136-100%$3.8M———
M1 Capital Management LLC
N/A—27,354-27,354-100%$3.7M———
USA Financial Formulas
N/A—26,155-26,155-100%$3.6M———
Becker Capital Management Inc
N/A—25,611-25,611-100%$3.5M———
Tiemann Investment Advisors, LLC
N/A—25,396-25,396-100%$3.5M———
Invesco Ltd.
N/A—25,341-25,341-100%$3.5M———
Everpar Advisors LLC
N/A—25,341-25,341-100%$3.5M———
Ballentine Partners, LLC
N/A—24,498-24,498-100%$3.3M———
SOA Wealth Advisors, Llc.
N/A—23,620-23,620-100%$3.2M———
One Wealth Advisors, LLC
N/A—23,603-23,603-100%$3.2M———
Stillwater Capital Advisors, LLC
N/A—23,595-23,595-100%$3.2M———
Astra Wealth Partners LLC
N/A—22,634-22,634-100%$3.1M———
NewEdge Advisors, LLC
N/A—22,146-22,146-100%$3.0M———
Nwam LLC
N/A—21,244-21,244-100%$2.9M———
Bridges Investment Management Inc
N/A—20,914-20,914-100%$2.9M———
Cardiff Park Advisors, LLC
N/A—20,865-20,865-100%$2.9M———
Federation des caisses Desjardins du Quebec
N/A—20,000-20,000-100%$2.7M———
Tocqueville Asset Management L.P.
N/A—19,389-19,389-100%$2.7M———
Sequent Asset Management, LLC
N/A—18,402-18,402-100%$2.5M———
CIBC Bancorp USA Inc.
N/A—18,133-18,133-100%$2.5M———
Stratos Wealth Partners, Ltd.
N/A—18,091-18,091-100%$2.5M———
Bluespring Wealth Management, LLC
N/A—17,164-17,164-100%$2.3M———
Wealthspire Advisors, LLC
N/A—16,968-16,968-100%$2.3M———
Novak & Powell Financial Services, Inc.
N/A—16,889-16,889-100%$2.3M———
AQR Capital Management LLC
N/A—16,740-16,740-100%$2.3M———
Two Sigma Investments, LP
N/A—16,700-16,700-100%$2.3M———
Sequent Planning LLC
N/A—16,217-16,217-100%$2.2M———
Prostatis Group LLC
N/A—15,862-15,862-100%$2.2M———
First National Bank of Omaha
N/A—14,174-14,174-100%$1.9M———
Price T Rowe Associates Inc
N/A—14,156-14,156-100%$1.9M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—14,028-14,028-100%$1.9M———
Zhang Financial LLC
N/A—13,969-13,969-100%$1.9M———
Klingenstein Fields & Co LP
N/A—13,758-13,758-100%$1.9M———
BlackRock, Inc.
N/A—13,731-13,731-100%$1.9M———
Tobias Financial Advisors, Inc.
N/A—13,705-13,705-100%$1.9M———
Hancock Whitney Corp
N/A—13,361-13,361-100%$1.8M———
Harvest Investment Services, LLC
N/A—13,316-13,316-100%$1.8M———
King Wealth Management Group
N/A—13,254-13,254-100%$1.8M———
Bleakley Financial Group, LLC
N/A—13,183-13,183-100%$1.8M———
Sanctuary Advisors, LLC
N/A—13,051-13,051-100%$1.8M———
Commerce Bank
N/A—12,765-12,765-100%$1.7M———
American Investment Services, Inc.
N/A—12,345-12,345-100%$1.7M———
Whittier Trust Co of Nevada Inc
N/A—12,326-12,326-100%$1.7M———
Alesco Advisors, LLC, An ESL Co
N/A—11,870-11,870-100%$1.6M———
FAS Wealth Partners, Inc.
N/A—11,859-11,859-100%$1.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—11,754-11,754-100%$1.6M———
Operose Advisors LLC
N/A—11,660-11,660-100%$1.6M———
WealthShield Partners, LLC
N/A—11,309-11,309-100%$1.5M———
Lansing Street Advisors
N/A—11,233-11,233-100%$1.5M———
Bragg Financial Advisors, Inc
N/A—10,908-10,908-100%$1.5M———
Blair William & Co
N/A—10,562-10,562-100%$1.4M———
Alliancebernstein L.P.
N/A—10,466-10,466-100%$1.2M———
Keystone Financial Group
N/A—10,377-10,377-100%$1.4M———
Global Retirement Partners, LLC
N/A—10,320-10,320-100%$1.4M———
Planning Alternatives LTD
N/A—10,251-10,251-100%$1.4M———
Independent Family Office, LLC
N/A—10,080-10,080-100%$1.4M———
Pacific Financial Group Inc
N/A—9,752-9,752-100%$1.3M———
Thomasville National Bank
N/A—9,486-9,486-100%$1.3M———
Campion Asset Management
N/A—9,439-9,439-100%$1.3M———
Bedel Financial Consulting, Inc.
N/A—9,354-9,354-100%$1.3M———
Peregrine Asset Advisers, Inc.
N/A—9,019-9,019-100%$1.2M———
Regal Investment Advisors LLC
N/A—8,996-8,996-100%$1.2M———
Bruce G. Allen Investments, LLC
N/A—8,928-8,928-100%$1.2M———
Nalls Sherbakoff Group, LLC
N/A—8,798-8,798-100%$1.2M———
Axis Wealth Partners, LLC
N/A—8,673-8,673-100%$1.2M———
Militia Capital Management LLC
N/A—8,633-8,633-100%$1.2M———
Parkwoods Wealth Partners, LLC
N/A—8,614-8,614-100%$1.2M———
Ritter Daniher Financial Advisory LLC / de
N/A—8,447-8,447-100%$1.2M———
Everest Private Wealth
N/A—8,216-8,216-100%$1.1M———
Great Valley Advisor Group, Inc.
N/A—8,047-8,047-100%$1.1M———
Main Street Financial Solutions, LLC
N/A—7,971-7,971-100%$1.1M———
Morris Financial Concepts, Inc.
N/A—7,916-7,916-100%$1.1M———
Principal Securities, Inc.
N/A—7,898-7,898-100%$1.1M———
Brown Brothers Harriman & Co
N/A—7,726-7,726-100%$1.1M———
Argent Trust Co
N/A—7,685-7,685-100%$1.1M———
Cahill Financial Advisors Inc
N/A—7,587-7,587-100%$1.0M———
IHT Wealth Management, LLC
N/A—7,259-7,259-100%$992.2K———
RWA Wealth Partners, LLC
N/A—7,168-7,168-100%$979.7K———
Vickerman Investment Advisors, Inc.
N/A—7,076-7,076-100%$967.1K———
Composition Wealth, LLC
N/A—7,075-7,075-100%$967.1K———
First Trust Advisors LP
N/A—6,985-6,985-100%$954.7K———
Johnson Investment Counsel Inc
N/A—6,932-6,932-100%$947.5K———
Callan Family Office, LLC
N/A—6,865-6,865-100%$938.3K———
O'shaughnessy Asset Management, LLC
N/A—6,825-6,825-100%$932.8K———
OneDigital Investment Advisors LLC
N/A—6,755-6,755-100%$923.2K———
IEQ Capital, LLC
N/A—6,441-6,441-100%$880.4K———
SCS Capital Management LLC
N/A—6,423-6,423-100%$877.9K———
TAGStone Capital, Inc.
N/A—6,408-6,408-100%$875.9K———
Financial Strategies Group, Inc.
N/A—6,365-6,365-100%$874.2K———
Heritage Wealth Advisors
N/A—6,270-6,270-100%$857.0K———
Forum Private Client Group LLC
N/A—6,226-6,226-100%$850.9K———
Snowden Capital Advisors LLC
N/A—6,223-6,223-100%$850.6K———
Mosaic Family Wealth Partners, LLC
N/A—5,977-5,977-100%$817.0K———
Financial Alternatives, Inc
N/A—5,970-5,970-100%$816.0K———
Ameritas Advisory Services, LLC
N/A—5,766-5,766-100%$788.1K———
Capital Analysts, LLC
N/A—5,746-5,746-100%$785.0K———
Susquehanna International Group, LLP
N/A—5,705-5,705-100%$779.8K———
WJ Financial Advisors LLC
N/A—5,657-5,657-100%$773.2K———
Atlas Capital Advisors Inc.
N/A—5,627-5,627-100%$769.1K———
Cozad Asset Management Inc
N/A—5,601-5,601-100%$765.6K———
Beaird Harris Wealth Management, LLC
N/A—5,588-5,588-100%$763.8K———
Flow Traders U.S. LLC
N/A—5,514-5,514-100%$754.0K———
Next Capital Management LLC
N/A—5,496-5,496-100%$751.2K———
SageView Advisory Group, LLC
N/A—5,486-5,486-100%$749.8K———
Cary Street Partners Financial LLC
N/A—5,339-5,339-100%$729.7K———
Pure Financial Advisors, LLC
N/A—5,339-5,339-100%$729.7K———
UBS Asset Management Americas LLC
N/A—5,253-5,253-100%$718.0K———
Stratos Wealth Advisors, LLC
N/A—5,053-5,053-100%$690.7K———
Vista Capital Partners, Inc.
N/A—5,034-5,034-100%$688.0K———
CM Wealth Advisors LLC
N/A—4,849-4,849-100%$662.8K———
Calton & Associates, Inc.
N/A—4,792-4,792-100%$655.0K———
Transcend Capital Advisors, LLC
N/A—4,748-4,748-100%$649.0K———
Harbour Investments, Inc.
N/A—4,682-4,682-100%$640.0K———
BCS Private Wealth Management, Inc.
N/A—4,666-4,666-100%$637.7K———
Webster Bank, N. A.
N/A—4,659-4,659-100%$636.8K———
AFT, Forsyth & Company, Inc.
N/A—4,654-4,654-100%$636.2K———
Beckerman Institutional, LLC
N/A—4,568-4,568-100%$624.4K———
Chevy Chase Trust Holdings, LLC
N/A—4,566-4,566-100%$624.1K———
Hyundai Investments Co., Ltd.
N/A—4,556-4,556-100%$621.2K———
Savvy Advisors, Inc.
N/A—4,510-4,510-100%$616.5K———
Quotient Wealth Partners, LLC
N/A—4,393-4,393-100%$600.5K———
Stephens Inc
N/A—4,282-4,282-100%$585.2K———
Dorsey & Whitney Trust Co LLC
N/A—4,243-4,243-100%$579.9K———
Dakota Wealth Management
N/A—4,139-4,139-100%$565.7K———
Painted Porch Advisors LLC
N/A—4,115-4,115-100%$562.5K———
Essex Financial Services, Inc.
N/A—4,092-4,092-100%$559.4K———
JMG Financial Group, Ltd.
N/A—4,050-4,050-100%$553.5K———
Renaissance Technologies LLC
N/A—3,960-3,960-100%$541.3K———
Monograph Wealth Advisors, LLC
N/A—3,842-3,842-100%$525.1K———
QRG Capital Management, Inc.
N/A—3,701-3,701-100%$505.9K———
Vestmark Advisory Solutions, Inc.
N/A—3,689-3,689-100%$504.2K———
Clark Capital Management Group, Inc.
N/A—3,679-3,679-100%$502.8K———
Valmark Advisers, Inc.
N/A—3,595-3,595-100%$491.4K———
Mayport, LLC
N/A—3,580-3,580-100%$489.3K———
Whittier Trust Co
N/A—3,510-3,510-100%$475.1K———
Foundations Investment Advisors, LLC
N/A—3,443-3,443-100%$470.6K———
Pacific SUN Financial Corp
N/A—3,440-3,440-100%$470.2K———
CIM, LLC
N/A—3,397-3,397-100%$464.3K———
Park Place Capital Corp
N/A—3,338-3,338-100%$456.2K———
New Republic Capital, LLC
N/A—3,322-3,322-100%$454.0K———
Mutual Advisors, LLC
N/A—3,182-3,182-100%$434.9K———
Element Wealth, LLC
N/A—3,123-3,123-100%$426.9K———
SouthState Bank Corp
N/A—3,036-3,036-100%$415.0K———
Stonebridge Financial Group, LLC / MO
N/A—3,034-3,034-100%$414.6K———
Fidelis Capital Partners, LLC
N/A—2,944-2,944-100%$402.4K———
Brand Asset Management Group, Inc.
N/A—2,937-2,937-100%$401.4K———
Diversified Trust Co
N/A—2,930-2,930-100%$400.5K———
Aegis Wealth Management LLC
N/A—2,925-2,925-100%$399.8K———
Atlantic Union Bankshares Corp
N/A—2,861-2,861-100%$391.0K———
Stock Yards Bank & Trust Co
N/A—2,814-2,814-100%$384.6K———
Sequoia Financial Advisors, LLC
N/A—2,803-2,803-100%$383.1K———
Fort Sheridan Advisors LLC
N/A—2,788-2,788-100%$381.1K———
Rehmann Capital Advisory Group
N/A—2,567-2,567-100%$350.9K———
Modern Wealth Management, LLC
N/A—2,552-2,552-100%$348.9K———
Moors & Cabot, Inc.
N/A—2,502-2,502-100%$342.0K———
Meramec Financial Planners, LLC
N/A—2,476-2,476-100%$337.2K———
Citadel Advisors LLC
N/A—2,445-2,445-100%$334.2K———
Gladstone Institutional Advisory LLC
N/A—2,430-2,430-100%$332.1K———
NorthRock Partners, LLC
N/A—2,327-2,327-100%$318.1K———
Vines Capital Management, LLC
N/A—2,308-2,308-100%$315.5K———
Panoramic Investment Advisors, LLC
N/A—2,295-2,295-100%$313.7K———
Marco Investment Management LLC
N/A—2,292-2,292-100%$313.3K———
Koss-Olinger Consulting, LLC
N/A—2,286-2,286-100%$312.5K———
Aptus Capital Advisors, LLC
N/A—2,279-2,279-100%$311.4K———
Per Stirling Capital Management, Llc.
N/A—2,277-2,277-100%$311.2K———
SEI Investments Co
N/A—2,268-2,268-100%$310.0K———
Foster & Motley Inc
N/A—2,238-2,238-100%$306.0K———
Integrated Investment Consultants, LLC
N/A—2,234-2,234-100%$305.4K———
Peak Asset Management, LLC
N/A—2,200-2,200-100%$300.7K———
Proactive Wealth Strategies LLC
N/A—2,127-2,127-100%$290.7K———
Bradley Foster & Sargent Inc
N/A—2,113-2,113-100%$288.8K———
Neuberger Berman Group LLC
N/A—2,069-2,069-100%$282.8K———
Gallagher Fiduciary Advisors, LLC
N/A—2,060-2,060-100%$281.6K———
Curi Capital, LLC
N/A—2,040-2,040-100%$278.8K———
Vawter Financial, Ltd.
N/A—2,020-2,020-100%$276.1K———
Bessemer Group Inc
N/A—2,008-2,008-100%$275.0K———
Capital Advisors Inc
N/A—2,000-2,000-100%$273.4K———
Benningfield Financial Advisors, LLC
N/A—1,965-1,965-100%$268.6K———
Wick Capital Partners, LLC
N/A—1,916-1,916-100%$261.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,896-1,896-100%$259.1K———
Kingsview Wealth Management, LLC
N/A—1,875-1,875-100%$256.3K———
IFG Advisory, LLC
N/A—1,865-1,865-100%$254.9K———
Sharp Wealth Advisory, LLC
N/A—1,854-1,854-100%$253.4K———
Fortune Financial Advisors, LLC
N/A—1,826-1,826-100%$249.5K———
BNP Paribas Financial Markets
N/A—1,762-1,762-100%$240.8K———
Stonebridge Financial Planning Group, LLC
N/A—1,737-1,737-100%$237.4K———
Benchmark Investment Advisors LLC
N/A—1,722-1,722-100%$235.4K———
Geneos Wealth Management Inc.
N/A—1,716-1,716-100%$234.5K———
Coldstream Capital Management Inc
N/A—1,716-1,716-100%$234.5K———
GWN Securities Inc.
N/A—1,699-1,699-100%$232.2K———
HHM Wealth Advisors, LLC
N/A—1,660-1,660-100%$226.9K———
Lcnb Corp
N/A—1,650-1,650-100%$225.5K———
Boston Family Office LLC
N/A—1,603-1,603-100%$219.0K———
Balyasny Asset Management L.P.
N/A—1,600-1,600-100%$218.7K———
Octavia Wealth Advisors, LLC
N/A—1,580-1,580-100%$216.0K———
Matrix Private Capital Group LLC
N/A—1,547-1,547-100%$211.4K———
SG Americas Securities, LLC
N/A—1,542-1,542-100%$211.0K———
VSM Wealth Advisory, LLC
N/A—1,539-1,539-100%$210.3K———
Jacobs Equity LLC
N/A—1,538-1,538-100%$210.2K———
Investment Advisory Group, LLC
N/A—1,537-1,537-100%$210.1K———
Sovereign Financial Group, Inc.
N/A—1,523-1,523-100%$208.2K———
HighMark Wealth Management LLC
N/A—1,512-1,512-100%$206.6K———
Genesis Financial Group, LLC
N/A—1,511-1,511-100%$206.5K———
Storen Legacy Partners, LLC
N/A—1,506-1,506-100%$205.8K———
National Bank of Canada
N/A—1,500-1,500-100%$205.0K———
Advisors Capital Management, LLC
N/A—1,498-1,498-100%$204.7K———
D. E. Shaw & Co., Inc.
N/A—1,498-1,498-100%$204.7K———
Allium Financial Advisors, LLC
N/A—1,481-1,481-100%$202.4K———
Trivium Point Advisory, LLC
N/A—1,467-1,467-100%$200.5K———
Wealthquest Corp
N/A—1,463-1,463-100%$200.1K———
Dogwood Wealth Management LLC
N/A—1,456-1,456-100%$199.0K———
Synergy Investment Management, LLC
N/A—1,456-1,456-100%$199.0K———
Copia Wealth Management
N/A—1,255-1,255-100%$171.5K———
Financial Life Planners
N/A—1,254-1,254-100%$171.4K———
HM Payson & Co
N/A—1,248-1,248-100%$170.6K———
Longview Financial Advisors LLC
N/A—1,173-1,173-100%$160.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,159-1,159-100%$158.4K———
AE Wealth Management LLC
N/A—1,125-1,125-100%$153.8K———
SHP Wealth Management
N/A—1,118-1,118-100%$152.8K———
Continuum Advisory, LLC
N/A—1,088-1,088-100%$148.7K———
Horizon Investments, LLC
N/A—1,056-1,056-100%$144.3K———
Colonial Trust Co / SC
N/A—1,000-1,000-100%$136.7K———
Cordant, Inc.
N/A—984-984-100%$134.5K———
Walsh & Associates, LLC
N/A—975-975-100%$133.3K———
Ancora Advisors LLCA
N/A—905-905-100%$123.7K———
Smartleaf Asset Management LLC
N/A—893-893-100%$121.8K———
Glen Eagle Advisors, LLC
N/A—820-820-100%$112.1K———
Tidemark, LLC
N/A—820-820-100%$112.1K———
Orion Capital Management LLC
N/A—804-804-100%$109.9K———
Anchor Investment Management, LLC
N/A—784-784-100%$107.2K———
Tiaa Trust, National Association
N/A—740-740-100%$101.1K———
Smithfield Trust Co
N/A—668-668-100%$91.0K———
Institute for Wealth Management, Llc.
N/A—651-651-100%$89.0K———
Rothschild Investment LLC
N/A—644-644-100%$88.0K———
Glassman Wealth Services
N/A—571-571-100%$78.0K———
Measured Wealth Private Client Group, LLC
N/A—562-562-100%$76.8K———
Vanguard National Trust Co
N/A—558-558-100%$76.3K———
Topsail Wealth Management, LLC
N/A—532-532-100%$72.7K———
JTC Employer Solutions Trustee Ltd
N/A—526-526-100%$72.0K———
Napier Financial, LLC
N/A—501-501-100%$68.5K———
Regatta Research & Money Management
N/A—500-500-100%$68.3K———
Colonial Trust Advisors
N/A—476-476-100%$65.1K———
Seneschal Advisors, LLC
N/A—459-459-100%$62.7K———
Front Row Advisors LLC
N/A—450-450-100%$62.4K———
Fiduciary Financial Advisors
N/A—405-405-100%$55.3K———
Millstone Evans Group, LLC
N/A—388-388-100%$53.0K———
Sankala Group LLC
N/A—385-385-100%$53.3K———
JPL Wealth Management, LLC
N/A—367-367-100%$50.2K———
Vanguard Advisers Inc
N/A—334-334-100%$45.7K———
Ameritas Investment Partners, Inc.
N/A—310-310-100%$42.4K———
Medallion Wealth Advisors, LLC
N/A—300-300-100%$41.0K———
N.E.W. Advisory Services LLC
N/A—290-290-100%$39.6K———
Godfrey Financial Associates, Inc.
N/A—279-279-100%$38.2K———
Deutsche Bank Ag\
N/A—250-250-100%$34.2K———
Palouse Capital Management, Inc.
N/A—244-244-100%$33.4K———
Cornerstone Financial Management LLC
N/A—227-227-100%$31.0K———
Strategic Wealth Partners, Ltd.
N/A—227-227-100%$31.0K———
Corsicana & Co.
N/A—216-216-100%$29.5K———
Abound Financial, LLC
N/A—200-200-100%$27.3K———
Steigerwald, Gordon & Koch Inc.
N/A—180-180-100%$24.6K———
Rice Partnership, LLC
N/A—174-174-100%$23.8K———
Lowe Brockenbrough & Co Inc
N/A—164-164-100%$22.4K———
Cary Street Partners Investment Advisory LLC
N/A—130-130-100%$17.8K———
Hantz Financial Services, Inc.
N/A—118-118-100%$16.0K———
Sittner & Nelson, LLC
N/A—81-81-100%$11.1K———
Proffitt & Goodson Inc
N/A—75-75-100%$10.3K———
Atomic Invest LLC
N/A—72-72-100%$9.8K———
Caldwell Sutter Capital, Inc.
N/A—68-68-100%$9.3K———
Crewe Advisors LLC
N/A—66-66-100%$9.0K———
Imprint Wealth LLC
N/A—62-62-100%$8.5K———
Private Wealth Asset Management, LLC
N/A—60-60-100%$8.2K———
Ballast Advisors LLC
N/A—60-60-100%$8.2K———
Bogart Wealth, LLC
N/A—52-52-100%$7.1K———
Dunhill Financial, LLC
N/A—25-25-100%$3.4K———
Graney & King, LLC
N/A—21-21-100%$2.9K———
Tiaa Wealth Investment Management LLC
N/A—13-13-100%$1.8K———
Kerr Financial Planning Corp
N/A—5-5-100%$684———
Financial Gravity Companies, Inc.
N/A—1-1-100%$137———
Cambient Family Office, LLC
N/A—1-1-100%$120———
Showing 926 of 926 institutions