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Ishares S&P Small-Cap 600 GR (IJT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,082,614 from 1,056,380
Change+26,234 (+2%)
Value$173.6M (-$15.1M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares831,385 from 833,353
Change-1,968 (0%)
Value$133.3M (-$15.5M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares493,015 from 486,724
Change+6,291 (+1%)
Value$79.0M (-$7.9M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares348,274 from 348,502
Change-228 (0%)
Value$55.8M (-$6.4M)
Filed 2026-10-30
Beaumont Financial Advisors, LLC
INCREASED
Shares250,003 from 249,525
Change+478 (+0%)
Value$40.1M (-$4.5M)
Filed 2026-10-22
Heartwood Wealth Advisors LLC
DECREASED
Shares196,760 from 197,196
Change-436 (0%)
Value$31.5M (-$3.7M)
Filed 2026-10-05
Falcon Wealth Planning
INCREASED
Shares192,318 from 182,834
Change+9,484 (+5%)
Value$30.8M (-$1.8M)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares172,833 from 182,053
Change-9,220 (-5%)
Value$27.7M (-$4.8M)
Filed 2026-11-04
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares172,527 from 169,475
Change+3,052 (+2%)
Value$27.7M (-$2.6M)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares154,845 from 149,045
Change+5,800 (+4%)
Value$24.8M (-$1.8M)
Filed 2026-11-06
GHP Investment Advisors, Inc.
DECREASED
Shares153,474 from 156,039
Change-2,565 (-2%)
Value$24.6M (-$3.3M)
Filed 2026-10-15
Sterling Financial Planning, Inc.
DECREASED
Shares127,113 from 128,012
Change-899 (-1%)
Value$20.4M (-$2.5M)
Filed 2026-10-28
StoryOne LLC
INCREASED
Shares115,670 from 53,324
Change+62,346 (+117%)
Value$18.5M (+$9.0M)
Filed 2026-10-13
Creative Planning
DECREASED
Shares114,761 from 115,133
Change-372 (0%)
Value$18.4M (-$2.2M)
Filed 2026-11-02
Inspire Trust Co, N.A.
INCREASED
Shares114,000 from 110,000
Change+4,000 (+4%)
Value$18.3M (-$1.4M)
Filed 2026-11-05
Lee Financial Co
INCREASED
Shares110,407 from 4,925
Change+105,482 (+2142%)
Value$17.7M (+$16.8M)
Filed 2026-10-16
Probity Advisors, Inc.
DECREASED
Shares109,821 from 110,713
Change-892 (-1%)
Value$17.6M (-$2.2M)
Filed 2026-10-23
Royal Fund Management, LLC
INCREASED
Shares104,432 from 7,691
Change+96,741 (+1258%)
Value$16.7M (+$15.4M)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED
Shares99,948 from 101,162
Change-1,214 (-1%)
Value$16.0M (-$2.0M)
Filed 2026-10-27
Keybank National Association
DECREASED
Shares92,875 from 94,470
Change-1,595 (-2%)
Value$14.9M (-$2.0M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares88,743 from 65,557
Change+23,186 (+35%)
Value$14.2K (-$11.7M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares86,490 from 81,566
Change+4,924 (+6%)
Value$13.9M (-$700.6K)
Filed 2026-11-04
RTD Financial Advisors, Inc.
DECREASED
Shares85,494 from 88,653
Change-3,159 (-4%)
Value$13.7M (-$2.1M)
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares78,998 from 82,734
Change-3,736 (-5%)
Value$12.7M (-$2.1M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares74,330 from 69,602
Change+4,728 (+7%)
Value$11.9M (-$513.7K)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares68,658 from 70,848
Change-2,190 (-3%)
Value$11.0M (-$1.6M)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares67,181 from 67,084
Change+97 (+0%)
Value$10.8K (-$1.2K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares66,113 from 17,007
Change+49,106 (+289%)
Value$10.6M (+$7.6M)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares64,896 from 66,197
Change-1,301 (-2%)
Value$10.4M (-$1.4M)
Filed 2026-11-05
Pittenger & Anderson Inc
UNCHANGED
Shares63,450 from 63,450
Change0 (0%)
Value$10.2M (-$1.2M)
Filed 2026-11-02
Lake Street Private Wealth, LLC
DECREASED
Shares63,358 from 68,525
Change-5,167 (-8%)
Value$10.2M (-$2.1M)
Filed 2026-10-22
Rodgers & Associates, LTD
DECREASED
Shares62,633 from 64,535
Change-1,902 (-3%)
Value$10.0M (-$1.5M)
Filed 2026-10-20
Deutsche Bank Ag\
UNCHANGED
Shares62,510 from 62,510
Change0 (0%)
Value$10.0M (-$1.1M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares58,939 from 58,134
Change+805 (+1%)
Value$9.4M (-$933.0K)
Filed 2026-10-16
Stone Wealth Partners
INCREASED
Shares58,368 from 26,920
Change+31,448 (+117%)
Value$9.4M (+$4.6M)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares57,533 from 59,814
Change-2,281 (-4%)
Value$9.2M (-$1.0M)
Filed 2026-10-29
JFS Wealth Advisors, LLC
INCREASED
Shares57,529 from 57,390
Change+139 (+0%)
Value$9.2M (-$1.0M)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares57,051 from 56,839
Change+212 (+0%)
Value$9.1M (-$1.0M)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares53,659 from 53,150
Change+509 (+1%)
Value$8.6M (-$889.4K)
Filed 2026-11-05
PW Nova Financial Services LLC
INCREASED
Shares52,796 from 52,000
Change+796 (+2%)
Value$8.5M (-$822.4K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares51,321 from 50,908
Change+413 (+1%)
Value$8.2M (-$868.5K)
Filed 2026-10-23
Ifrah Financial Services, Inc.
DECREASED
Shares49,379 from 50,548
Change-1,169 (-2%)
Value$7.9M (-$1.1M)
Filed 2026-10-13
Clayton Financial Group LLC
INCREASED
Shares48,601 from 47,914
Change+687 (+1%)
Value$7.8M (-$765.4K)
Filed 2026-10-13
Independence Financial Advisors, LLC
INCREASED
Shares46,017 from 43,314
Change+2,703 (+6%)
Value$7.4M (-$357.9K)
Filed 2026-10-08
Bokf, NA
DECREASED
Shares43,864 from 43,936
Change-72 (0%)
Value$7.0M (-$814.3K)
Filed 2026-10-27
Level Four Advisory Services, LLC
DECREASED
Shares42,429 from 42,440
Change-11 (0%)
Value$6.8M (-$777.2K)
Filed 2026-11-06
Cottage Street Advisors LLC
DECREASED
Shares42,293 from 42,434
Change-141 (0%)
Value$6.8M (-$790.9K)
Filed 2026-10-19
Accretive Wealth Partners, LLC
INCREASED
Shares42,030 from 41,610
Change+420 (+1%)
Value$6.7M (-$692.9K)
Filed 2026-11-06
UMB Bank, n.a.
DECREASED
Shares41,995 from 43,847
Change-1,852 (-4%)
Value$6.7M (-$1.1M)
Filed 2026-11-06
Chicago Partners Investment Group LLC
DECREASED
Shares41,073 from 42,054
Change-981 (-2%)
Value$6.6M (-$601.8K)
Filed 2026-10-27
Sowell Financial Services LLC
INCREASED
Shares40,900 from 39,094
Change+1,806 (+5%)
Value$6.6M (-$424.7K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares39,922 from 34,880
Change+5,042 (+14%)
Value$6.4M (+$366.1K)
Filed 2026-10-13
Norden Group LLC
DECREASED
Shares39,838 from 40,837
Change-999 (-2%)
Value$6.4M (-$906.4K)
Filed 2026-10-20
Centerpoint Advisors, LLC
DECREASED
Shares38,867 from 39,575
Change-708 (-2%)
Value$6.2M (-$836.0K)
Filed 2026-11-05
Pinkerton Wealth, LLC
NEW
Shares37,281
Change+37,281
Value$6.0M
Filed 2026-10-29
True Freedom Investing, LLC
NEW
Shares37,106
Change+37,106
Value$5.9M
Filed 2026-10-29
San Luis Wealth Advisors LLC
DECREASED
Shares34,419 from 35,009
Change-590 (-2%)
Value$5.5M (-$734.1K)
Filed 2026-10-27
Taylor Financial Group, Inc.
DECREASED
Shares33,325 from 33,671
Change-346 (-1%)
Value$5.3M (-$670.6K)
Filed 2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED
Shares33,298 from 33,603
Change-305 (-1%)
Value$5.3M (-$662.9K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares33,083 from 30,337
Change+2,746 (+9%)
Value$5.3K (-$5.4M)
Filed 2026-10-26
MMA Asset Management LLC
INCREASED
Shares32,785 from 32,748
Change+37 (+0%)
Value$5.3M (-$592.4K)
Filed 2026-11-02
First Citizens Financial Corp
DECREASED
Shares32,763 from 32,931
Change-168 (-1%)
Value$5.3M (-$628.6K)
Filed 2026-10-02
First Heartland Consultants, Inc.
INCREASED
Shares32,139 from 1,514
Change+30,625 (+2023%)
Value$5.2M (+$4.9M)
Filed 2026-10-08
Veratis Advisors, Inc.
INCREASED
Shares31,755 from 31,660
Change+95 (+0%)
Value$5.1M (-$563.1K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares30,950 from 30,438
Change+512 (+2%)
Value$5.0M (-$474.0K)
Filed 2026-10-23
Bfsg, LLC
INCREASED
Shares30,519 from 28,965
Change+1,554 (+5%)
Value$4.9M (-$279.9K)
Filed 2026-10-30
Pinnacle Associates LTD
INCREASED
Shares29,904 from 29,380
Change+524 (+2%)
Value$4.8M (-$452.8K)
Filed 2026-10-20
Guidance Point Advisors, LLC
DECREASED
Shares29,648 from 30,314
Change-666 (-2%)
Value$4.8M (-$660.5K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED
Shares29,563 from 28,840
Change+723 (+3%)
Value$4.7M (-$411.0K)
Filed 2026-10-23
Neumann Capital Management, LLC
DECREASED
Shares28,913 from 29,240
Change-327 (-1%)
Value$4.6M (-$586.6K)
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED
Shares28,677 from 27,766
Change+911 (+3%)
Value$4.6M (-$361.3K)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares27,704 from 28,248
Change-544 (-2%)
Value$4.4M (-$603.3K)
Filed 2026-10-29
LTG Capital LLC
DECREASED
Shares27,689 from 28,348
Change-659 (-2%)
Value$4.4M (-$623.6K)
Filed 2026-11-04
Councilor Wealth, LLC
DECREASED
Shares26,580 from 28,440
Change-1,860 (-7%)
Value$4.3M (-$817.7K)
Filed 2026-10-09
Savant Capital, LLC
INCREASED
Shares26,538 from 23,936
Change+2,602 (+11%)
Value$4.3M (-$22.0K)
Filed 2026-11-06
First Horizon Corp
DECREASED
Shares26,281 from 26,440
Change-159 (-1%)
Value$4.2M (-$508.6K)
Filed 2026-10-26
Crestwood Advisors Group, LLC
UNCHANGED
Shares25,392 from 25,392
Change0 (0%)
Value$4.1M (-$463.9K)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares24,784 from 23,856
Change+928 (+4%)
Value$4.0M (-$287.2K)
Filed 2026-10-28
BKM Wealth Management, LLC
INCREASED
Shares24,090 from 21,580
Change+2,510 (+12%)
Value$3.9M (+$8.2K)
Filed 2026-10-22
Associated Banc-Corp
INCREASED
Shares23,357 from 22,949
Change+408 (+2%)
Value$3.7M (-$353.9K)
Filed 2026-10-30
Baring Financial LLC
INCREASED
Shares23,189 from 22,826
Change+363 (+2%)
Value$3.7M (-$358.8K)
Filed 2026-10-07
1834 Investment Advisors Co
DECREASED
Shares23,020 from 24,159
Change-1,139 (-5%)
Value$3.7M (-$623.9K)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares22,425 from 4,878
Change+17,547 (+360%)
Value$3.6M (+$2.7M)
Filed 2026-10-28
Stevens Capital Partners
INCREASED
Shares22,394 from 21,918
Change+476 (+2%)
Value$3.6M (-$324.0K)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares21,839 from 21,518
Change+321 (+1%)
Value$3.5M (-$341.6K)
Filed 2026-10-27
Arrow Investment Advisors, LLC
NEW
Shares21,521
Change+21,521
Value$3.5M
Filed 2026-11-02
John A. Wolfe & Associates, Inc.
DECREASED
Shares19,323 from 19,744
Change-421 (-2%)
Value$3.1M (-$428.2K)
Filed 2026-11-06
Asset Dedication, LLC
INCREASED
Shares18,901 from 18,870
Change+31 (+0%)
Value$3.0M (-$339.7K)
Filed 2026-11-03
MSH Capital Advisors LLC
DECREASED
Shares18,611 from 18,728
Change-117 (-1%)
Value$3.0M (-$360.9K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares18,342 from 17,475
Change+867 (+5%)
Value$2.9M (-$180.2K)
Filed 2026-10-28
Courier Capital LLC
DECREASED
Shares17,506 from 20,524
Change-3,018 (-15%)
Value$2.8M (-$858.9K)
Filed 2026-10-19
Serenity Investment Advisors
INCREASED
Shares17,427 from 17,364
Change+63 (+0%)
Value$2.8M (-$207.3K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares17,108 from 16,946
Change+162 (+1%)
Value$2.7M (-$283.5K)
Filed 2026-11-05
Trail Ridge Investment Advisors, LLC
INCREASED
Shares16,974 from 16,632
Change+342 (+2%)
Value$2.7M (-$249.0K)
Filed 2026-10-16
USA Financial Formulas
NEW
Shares16,919
Change+16,919
Value$2.7M
Filed 2026-10-16
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares16,882 from 16,847
Change+35 (+0%)
Value$2.7M (-$302.1K)
Filed 2026-10-08
Diversified Management Inc
INCREASED
Shares16,688 from 15,612
Change+1,076 (+7%)
Value$2.7M (-$112.7K)
Filed 2026-10-08
Droms Strauss Advisors Inc
DECREASED
Shares16,558 from 17,350
Change-792 (-5%)
Value$2.7M (-$444.0K)
Filed 2026-11-03
Fortress Financial Group, LLC
DECREASED
Shares16,523 from 18,356
Change-1,833 (-10%)
Value$2.6M (-$629.3K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
DECREASED
Shares16,497 from 16,818
Change-321 (-2%)
Value$2.6M (-$358.7K)
Filed 2026-10-13
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares15,914 from 15,727
Change+187 (+1%)
Value$2.6M (-$257.3K)
Filed 2026-10-07
Parallel Advisors, LLC
INCREASED
Shares15,545 from 15,366
Change+179 (+1%)
Value$2.5M (-$252.2K)
Filed 2026-11-03
Ullmann Wealth Partners Group, LLC
DECREASED
Shares15,238 from 15,737
Change-499 (-3%)
Value$2.4M (-$367.5K)
Filed 2026-11-02
InvesTrust
DECREASED
Shares15,195 from 16,669
Change-1,474 (-9%)
Value$2.4M (-$540.9K)
Filed 2026-10-14
Sonata Capital Group Inc
INCREASED
Shares14,927 from 14,129
Change+798 (+6%)
Value$2.4M (-$130.3K)
Filed 2026-10-19
Sylvest Advisors, LLC
NEW
Shares14,913
Change+14,913
Value$2.4M
Filed 2026-10-26
Capital Squared Financial LLC
DECREASED
Shares14,271 from 14,560
Change-289 (-2%)
Value$2.3M (-$312.3K)
Filed 2026-10-30
Pathway Financial Advisors LLC
DECREASED
Shares14,261 from 16,037
Change-1,776 (-11%)
Value$2.3M (-$534.3K)
Filed 2026-10-07
Greenup Street Wealth Management LLC
INCREASED
Shares14,038 from 11,958
Change+2,080 (+17%)
Value$2.3M (+$115.0K)
Filed 2026-10-28
Columbia Bank
DECREASED
Shares13,424 from 13,587
Change-163 (-1%)
Value$2.2M (-$274.4K)
Filed 2026-10-29
Mather Group, Llc.
INCREASED
Shares13,297 from 12,907
Change+390 (+3%)
Value$2.1M (-$173.3K)
Filed 2026-10-14
City Holding Co
INCREASED
Shares13,180 from 13,035
Change+145 (+1%)
Value$2.1M (-$214.9K)
Filed 2026-10-19
Citigroup Inc
DECREASED
Shares13,065 from 14,208
Change-1,143 (-8%)
Value$2.1M (-$442.8K)
Filed 2026-11-04
American Financial & TAX Strategies Inc
DECREASED
Shares13,014 from 13,128
Change-114 (-1%)
Value$2.1M (-$258.1K)
Filed 2026-10-16
Capital Square, LLC
INCREASED
Shares12,560 from 12,272
Change+288 (+2%)
Value$2.0M (-$125.1K)
Filed 2026-10-19
White Lighthouse Investment Management Inc.
UNCHANGED
Shares12,559 from 12,559
Change0 (0%)
Value$2.0M (-$229.5K)
Filed 2026-10-21
Transcendent Capital Group LLC
INCREASED
Shares12,142 from 11,353
Change+789 (+7%)
Value$1.9M (-$81.0K)
Filed 2026-10-28
First Merchants Corp
DECREASED
Shares11,906 from 12,317
Change-411 (-3%)
Value$1.9M (-$290.9K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares11,902 from 11,410
Change+492 (+4%)
Value$1.9M (-$129.7K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares11,686 from 11,889
Change-203 (-2%)
Value$1.9M (-$249.7K)
Filed 2026-10-20
Ironwood Financial, llc
DECREASED
Shares11,677 from 11,804
Change-127 (-1%)
Value$1.9M (-$164.7K)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares11,643 from 11,697
Change-54 (0%)
Value$1.9M (-$222.4K)
Filed 2026-10-28
Oarsman Capital, Inc.
DECREASED
Shares11,503 from 11,653
Change-150 (-1%)
Value$1.8M (-$237.0K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares11,457 from 8,700
Change+2,757 (+32%)
Value$1.8M (+$283.2K)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares11,055 from 11,020
Change+35 (+0%)
Value$1.8M (-$195.7K)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares10,811 from 1,798
Change+9,013 (+501%)
Value$1.7M (+$1.4M)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares10,735 from 10,614
Change+121 (+1%)
Value$1.9M (+$21.6K)
Filed 2026-11-06
Cranbrook Wealth Management, LLC
DECREASED
Shares10,590 from 10,901
Change-311 (-3%)
Value$1.7M (-$249.0K)
Filed 2026-10-28
Newton One Investments LLC
DECREASED
Shares10,342 from 11,485
Change-1,143 (-10%)
Value$1.7M (-$393.1K)
Filed 2026-10-14
Crusonia Wealth Advisors LLC
UNCHANGED
Shares10,311 from 10,311
Change0 (0%)
Value$1.7M (-$188.4K)
Filed 2026-10-26
Beaumont Asset Management, L.L.C.
DECREASED
Shares9,934 from 9,944
Change-10 (0%)
Value$1.6M (-$183.3K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares9,410 from 8,293
Change+1,117 (+13%)
Value$1.5M (+$27.7K)
Filed 2026-10-22
Nations Financial Group Inc,
DECREASED
Shares9,242 from 9,442
Change-200 (-2%)
Value$1.5M (-$204.4K)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares9,065 from 9,059
Change+6 (+0%)
Value$1.5M (-$164.6K)
Filed 2026-10-27
First Hawaiian Bank
DECREASED
Shares8,972 from 10,174
Change-1,202 (-12%)
Value$1.4M (-$378.6K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares8,780 from 8,340
Change+440 (+5%)
Value$1.4M (-$81.7K)
Filed 2026-10-21
Willner & Heller, LLC
DECREASED
Shares8,682 from 8,982
Change-300 (-3%)
Value$1.4M (-$212.2K)
Filed 2026-10-28
Midwest Trust Co
DECREASED
Shares8,516 from 8,745
Change-229 (-3%)
Value$1.4M (-$196.5K)
Filed 2026-10-22
Joel Isaacson & Co., LLC
DECREASED
Shares8,406 from 8,506
Change-100 (-1%)
Value$1.3M (-$171.4K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares8,364 from 9,311
Change-947 (-10%)
Value$1.3M (-$322.0K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares8,251 from 2,777
Change+5,474 (+197%)
Value$1.3M (+$826.9K)
Filed 2026-10-15
McKinley Carter Wealth Services, Inc.
DECREASED
Shares8,135 from 8,635
Change-500 (-6%)
Value$1.3M (-$237.9K)
Filed 2026-10-16
Patten Group, Inc.
INCREASED
Shares8,007 from 7,972
Change+35 (+0%)
Value$1.3M (-$140.1K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares8,003 from 63,402
Change-55,399 (-87%)
Value$1.3M (-$10.0M)
Filed 2026-11-04
Vicus Capital
DECREASED
Shares7,862 from 8,222
Change-360 (-4%)
Value$1.3M (-$207.9K)
Filed 2026-11-05
Hurley Capital, LLC
INCREASED
Shares7,819 from 7,411
Change+408 (+6%)
Value$1.3M (-$69.9K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares7,615 from 10,092
Change-2,477 (-25%)
Value$1.2M (-$581.4K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
INCREASED
Shares7,294 from 580
Change+6,714 (+1158%)
Value$1.2M (+$1.1M)
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares7,222 from 6,738
Change+484 (+7%)
Value$1.2M (-$45.6K)
Filed 2026-11-06
Acropolis Investment Management, LLC
INCREASED
Shares7,212 from 7,208
Change+4 (+0%)
Value$1.2M (-$131.0K)
Filed 2026-10-08
Patriot Investment Management Group, Inc.
DECREASED
Shares7,209 from 7,256
Change-47 (-1%)
Value$1.2M (-$140.1K)
Filed 2026-10-15
Founders Grove Wealth Partners, LLC
DECREASED
Shares7,171 from 7,180
Change-9 (0%)
Value$1.1M (-$132.6K)
Filed 2026-10-16
Citizens Financial Group Inc
INCREASED
Shares6,959 from 6,955
Change+4 (+0%)
Value$1.1M (-$126.4K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares6,959 from 6,959
Change0 (0%)
Value$1.1M (-$127.1K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares6,920 from 6,489
Change+431 (+7%)
Value$1.1M (-$49.4K)
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares6,916 from 6,831
Change+85 (+1%)
Value$1.1M (-$111.1K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
UNCHANGED
Shares6,853 from 6,853
Change0 (0%)
Value$1.1M (-$125.2K)
Filed 2026-11-02
Key FInancial Inc
DECREASED
Shares6,840 from 6,896
Change-56 (-1%)
Value$1.1M (-$135.0K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
INCREASED
Shares6,819 from 6,804
Change+15 (+0%)
Value$1.1M (-$121.9K)
Filed 2026-11-04
Strategic Wealth Investment Group, LLC
INCREASED
Shares6,674 from 6,404
Change+270 (+4%)
Value$1.1M (-$73.7K)
Filed 2026-10-29
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares6,666 from 5,659
Change+1,007 (+18%)
Value$1.1M (+$58.0K)
Filed 2026-10-22
MCF Advisors LLC
INCREASED
Shares6,636 from 6,635
Change+1 (+0%)
Value$1.1M (-$121.0K)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares6,514 from 3,190
Change+3,324 (+104%)
Value$1.1M (+$495.7K)
Filed 2026-10-09
PKS Advisory Services, LLC
UNCHANGED
Shares6,513 from 6,513
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares6,477 from 9,733
Change-3,256 (-33%)
Value$1.0M (-$699.9K)
Filed 2026-10-21
Jnba Financial Advisors
DECREASED
Shares6,404 from 6,643
Change-239 (-4%)
Value$1.0M (-$159.8K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares6,350 from 6,350
Change0 (0%)
Value$1.0M (-$116.0K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares6,285 from 6,091
Change+194 (+3%)
Value$1.0M (-$80.2K)
Filed 2026-10-29
Fifth Third Securities, Inc.
INCREASED
Shares6,281 from 5,883
Change+398 (+7%)
Value$1.0M (-$43.7K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares6,172 from 6,172
Change0 (0%)
Value$989.6K (-$112.8K)
Filed 2026-10-13
Financial Management Network Inc
DECREASED
Shares6,150 from 6,244
Change-94 (-2%)
Value$1.0M (-$74.3K)
Filed 2026-10-09
Fortitude Family Office, LLC
UNCHANGED
Shares6,088 from 6,088
Change0 (0%)
Value$976.1K (-$111.2K)
Filed 2026-10-14
Finley Financial, LLC
UNCHANGED
Shares6,055 from 6,055
Change0 (0%)
Value$975.3K (-$106.1K)
Filed 2026-10-28
Guerra PAN Advisors, LLC
UNCHANGED
Shares5,814 from 5,814
Change0 (0%)
Value$927.5K (-$110.9K)
Filed 2026-10-26
Legacy Trust
INCREASED
Shares5,800 from 5,690
Change+110 (+2%)
Value$953.2K (-$63.1K)
Filed 2026-11-06
Kendall Capital Management
UNCHANGED
Shares5,690 from 5,690
Change0 (0%)
Value$912.3K (-$104.0K)
Filed 2026-10-23
Cannon Financial Strategists, Inc.
UNCHANGED
Shares5,629 from 5,629
Change0 (0%)
Value$902.5K (-$102.8K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares5,548 from 6,589
Change-1,041 (-16%)
Value$889.5K (-$287.3K)
Filed 2026-10-16
Aspiriant, LLC
DECREASED
Shares5,468 from 5,653
Change-185 (-3%)
Value$876.7K (-$132.9K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares5,454 from 5,198
Change+256 (+5%)
Value$874.5K (-$53.9K)
Filed 2026-10-23
NorthAvenue LLC
DECREASED
Shares5,448 from 5,621
Change-173 (-3%)
Value$873.5K (-$130.4K)
Filed 2026-10-29
Private Advisory Group LLC
DECREASED
Shares5,430 from 5,440
Change-10 (0%)
Value$870.6K (-$101.0K)
Filed 2026-11-06
Claro Advisors Inc.
DECREASED
Shares5,315 from 5,327
Change-12 (0%)
Value$852.3K (-$99.2K)
Filed 2026-11-02
Signature Wealth Management Partners, LLC
UNCHANGED
Shares5,232 from 5,232
Change0 (0%)
Value$838.8K (-$95.6K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED
Shares5,175 from 5,330
Change-155 (-3%)
Value$829.7K (-$122.3K)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares5,004 from 4,999
Change+5 (+0%)
Value$802.3K (-$90.5K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares5,002 from 3,723
Change+1,279 (+34%)
Value$483.3K (-$4.9K)
Filed 2026-11-04
Allen Investment Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$801.7K (-$91.4K)
Filed 2026-11-03
Vaughan & Co Securities, Inc.
UNCHANGED
Shares4,940 from 4,940
Change0 (0%)
Value$792.0K (-$90.3K)
Filed 2026-10-23
Principle Wealth Partners LLC
DECREASED
Shares4,910 from 5,178
Change-268 (-5%)
Value$787.4K (-$137.4K)
Filed 2026-11-02
FC Advisory LLC
DECREASED
Shares4,907 from 4,930
Change-23 (0%)
Value$786.7K (-$93.8K)
Filed 2026-10-05
Trilogy Capital Inc.
DECREASED
Shares4,843 from 4,994
Change-151 (-3%)
Value$776.5K (-$115.4K)
Filed 2026-10-20
Stackstone Wealth, LLC
NEW
Shares4,824
Change+4,824
Value$773.5K
Filed 2026-10-19
AWM Capital, LLC
UNCHANGED
Shares4,718 from 4,718
Change0 (0%)
Value$756.4K (-$86.2K)
Filed 2026-10-16
Montecito Bank & Trust
DECREASED
Shares4,712 from 4,779
Change-67 (-1%)
Value$755.5K (-$98.1K)
Filed 2026-10-01
Money Concepts Capital Corp
DECREASED
Shares4,651 from 5,590
Change-939 (-17%)
Value$745.7K (-$252.7K)
Filed 2026-11-06
Gerald Baker Financial Group LLC
INCREASED
Shares4,639 from 4,636
Change+3 (+0%)
Value$743.8K (-$84.2K)
Filed 2026-10-09
Power Wealth Management LLC
NEW
Shares4,637
Change+4,637
Value$743.5K
Filed 2026-10-27
Hickory Point Bank & Trust
UNCHANGED
Shares4,464 from 4,464
Change0 (0%)
Value$715.7K (-$81.6K)
Filed 2026-10-01
Ellis Investment Partners, LLC
DECREASED
Shares4,432 from 4,638
Change-206 (-4%)
Value$710.7K (-$117.7K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares4,398 from 3,271
Change+1,127 (+34%)
Value$705.2K (+$121.0K)
Filed 2026-10-29
Tannin Capital LLC
DECREASED
Shares4,391 from 4,430
Change-39 (-1%)
Value$704.0K (-$87.2K)
Filed 2026-11-05
Shoker Investment Counsel, Inc.
INCREASED
Shares4,367 from 4,366
Change+1 (+0%)
Value$700.2K (-$79.7K)
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares4,287 from 4,292
Change-5 (0%)
Value$687.4K (-$79.2K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares4,264 from 4,306
Change-42 (-1%)
Value$683.6K (-$85.4K)
Filed 2026-10-23
Allstreet Capital Advisors LLC
DECREASED
Shares4,250 from 4,374
Change-124 (-3%)
Value$681.4K (-$99.8K)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$673.5K (-$76.7K)
Filed 2026-10-16
Fragasso Financial Advisors Inc
INCREASED
Shares4,107 from 4,101
Change+6 (+0%)
Value$667.8K (-$64.7K)
Filed 2026-10-13
Forbes Financial Planning, Inc.
UNCHANGED
Shares4,080 from 4,080
Change0 (0%)
Value$654.2K (-$74.5K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
DECREASED
Shares4,012 from 4,259
Change-247 (-6%)
Value$643.2K (-$117.3K)
Filed 2026-10-08
Keenan, LLC
DECREASED
Shares4,007 from 4,541
Change-534 (-12%)
Value$642.5K (-$168.5K)
Filed 2026-10-23
Destiny Capital Corp
DECREASED
Shares3,970 from 4,301
Change-331 (-8%)
Value$636.5K (-$131.6K)
Filed 2026-11-03
Fulton Bank, N.A.
UNCHANGED
Shares3,952 from 3,952
Change0 (0%)
Value$633.6K (-$72.2K)
Filed 2026-10-14
Carl P. Sherr & Co., LLC
UNCHANGED
Shares3,929 from 3,929
Change0 (0%)
Value$629.9K (-$71.8K)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares3,906 from 4,595
Change-689 (-15%)
Value$626.2K (-$194.4K)
Filed 2026-10-26
Sprinkle Financial Consultants LLC
INCREASED
Shares3,897 from 3,888
Change+9 (+0%)
Value$624.9K (-$69.7K)
Filed 2026-10-09
Meridian Financial Advisors, LLC
DECREASED
Shares3,862 from 3,877
Change-15 (0%)
Value$619.2K (-$73.2K)
Filed 2026-10-14
Midland Wealth Advisors, LLC
UNCHANGED
Shares3,848 from 3,848
Change0 (0%)
Value$617.0K (-$70.3K)
Filed 2026-10-26
Bedel Financial Consulting, Inc.
INCREASED
Shares3,829 from 3,446
Change+383 (+11%)
Value$613.9K (-$1.5K)
Filed 2026-11-06
Paragon Private Wealth Management, LLC
UNCHANGED
Shares3,799 from 3,799
Change0 (0%)
Value$609.1K (-$69.4K)
Filed 2026-10-20
Krilogy Financial LLC
DECREASED
Shares3,742 from 4,044
Change-302 (-7%)
Value$607.3K (-$115.0K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED
Shares3,725 from 3,953
Change-228 (-6%)
Value$597.2K (-$108.9K)
Filed 2026-10-08
Saxon Interests, Inc.
DECREASED
Shares3,721 from 4,503
Change-782 (-17%)
Value$596.6K (-$207.6K)
Filed 2026-10-26
Tctc Holdings, LLC
INCREASED
Shares3,700 from 3,500
Change+200 (+6%)
Value$593.2K (-$31.9K)
Filed 2026-11-02
Investmark Advisory Group LLC
INCREASED
Shares3,665 from 3,255
Change+410 (+13%)
Value$587.6K (+$6.3K)
Filed 2026-10-27
Bangor Savings Bank
UNCHANGED
Shares3,613 from 3,613
Change0 (0%)
Value$579.3K (-$66.0K)
Filed 2026-10-06
jvl associates llc
UNCHANGED
Shares3,605 from 3,605
Change0 (0%)
Value$578.0K (-$65.9K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares3,604 from 3,314
Change+290 (+9%)
Value$577.9K (-$14.1K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares3,549 from 2,703
Change+846 (+31%)
Value$569.0K (+$86.2K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares3,492 from 3,492
Change0 (0%)
Value$559.9K (-$63.8K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares3,463
Change+3,463
Value$559.0K
Filed 2026-11-03
One Day In July LLC
DECREASED
Shares3,462 from 3,659
Change-197 (-5%)
Value$555.1K (-$98.4K)
Filed 2026-10-30
Wiregrass Investment Management LLC
UNCHANGED
Shares3,395 from 3,395
Change0 (0%)
Value$544.3K (-$62.0K)
Filed 2026-11-05
Calamos Wealth Management LLC
INCREASED
Shares3,341 from 3,266
Change+75 (+2%)
Value$535.7K (-$47.6K)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED
Shares3,280 from 2,808
Change+472 (+17%)
Value$525.9K (+$24.4K)
Filed 2026-10-22
Tred Avon Family Wealth, LLC
INCREASED
Shares3,249 from 2,827
Change+422 (+15%)
Value$520.9K (+$16.0K)
Filed 2026-10-20
Decker Wealth Management LLC
UNCHANGED
Shares3,221 from 3,221
Change0 (0%)
Value$516.4K (-$58.8K)
Filed 2026-10-09
Nixon Peabody Trust Co
DECREASED
Shares3,215 from 3,324
Change-109 (-3%)
Value$515.5K (-$78.2K)
Filed 2026-10-23
Venture Visionary Partners LLC
INCREASED
Shares3,199 from 1,911
Change+1,288 (+67%)
Value$512.9K (+$171.6K)
Filed 2026-10-07
Tritonpoint Wealth, LLC
INCREASED
Shares3,172 from 3,097
Change+75 (+2%)
Value$508.6K (-$44.6K)
Filed 2026-10-19
Old National Bancorp
INCREASED
Shares3,164 from 3,102
Change+62 (+2%)
Value$507.3K (-$46.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares3,162 from 2,557
Change+605 (+24%)
Value$509.1K (+$67.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares3,162 from 2,557
Change+605 (+24%)
Value$509.1K (+$67.8K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
NEW
Shares3,103
Change+3,103
Value$497.5K
Filed 2026-10-16
Traynor Capital Management, Inc.
INCREASED
Shares3,095 from 2,969
Change+126 (+4%)
Value$496.3K (-$34.0K)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares3,077 from 3,077
Change0 (0%)
Value$493.3K (-$56.2K)
Filed 2026-10-20
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares3,058 from 3,058
Change0 (0%)
Value$490.3K (-$51.7K)
Filed 2026-10-09
Focused Alpha, LLC
INCREASED
Shares3,040 from 1,743
Change+1,297 (+74%)
Value$487.3K (+$176.0K)
Filed 2026-10-20
Trueblood Wealth Management, LLC
DECREASED
Shares2,972 from 3,316
Change-344 (-10%)
Value$476.5K (-$115.8K)
Filed 2026-10-23
Breakwater Capital Group
INCREASED
Shares2,966 from 2,958
Change+8 (+0%)
Value$475.6K (-$52.7K)
Filed 2026-10-09
Bison Wealth, LLC
DECREASED
Shares2,966 from 2,969
Change-3 (0%)
Value$481.4K (-$43.9K)
Filed 2026-10-13
Procyon Advisors, LLC
INCREASED
Shares2,959 from 2,288
Change+671 (+29%)
Value$474.4K (+$65.8K)
Filed 2026-10-21
Tenet Wealth Partners, LLC
DECREASED
Shares2,957 from 3,066
Change-109 (-4%)
Value$474.2K (-$55.1K)
Filed 2026-10-19
WealthPlan Investment Management, LLC
DECREASED
Shares2,871 from 2,948
Change-77 (-3%)
Value$460.3K (-$66.2K)
Filed 2026-10-15
Brown Miller Wealth Management, LLC
NEW
Shares2,860
Change+2,860
Value$458.5K
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares2,853
Change+2,853
Value$480.5K
Filed 2026-11-03
Liberty Capital Management, Inc.
INCREASED
Shares2,837 from 2,836
Change+1 (+0%)
Value$454.8K (-$51.7K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED
Shares2,789 from 2,836
Change-47 (-2%)
Value$447.1K (-$59.3K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$490.3K ($0)
Filed 2026-10-06
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,744 from 2,769
Change-25 (-1%)
Value$439.9K (-$54.6K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,717 from 2,806
Change-89 (-3%)
Value$435.6K (-$65.5K)
Filed 2026-10-23
Conning Inc.
UNCHANGED
Shares2,707 from 2,707
Change0 (0%)
Value$434.0K (-$49.5K)
Filed 2026-10-27
Grove Bank & Trust
UNCHANGED
Shares2,691 from 2,691
Change0 (0%)
Value$431.4K (-$49.2K)
Filed 2026-10-08
Private Trust Co NA
DECREASED
Shares2,669 from 2,900
Change-231 (-8%)
Value$427.9K (-$90.0K)
Filed 2026-10-20
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,669 from 2,669
Change0 (0%)
Value$427.9K (-$48.8K)
Filed 2026-10-21
ZWJ Investment Counsel Inc
UNCHANGED
Shares2,602 from 2,602
Change0 (0%)
Value$417.2K (-$47.5K)
Filed 2026-10-15
Park Edge Advisors, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$416.9K (-$47.5K)
Filed 2026-10-28
First Financial Bank - Trust Division
UNCHANGED
Shares2,591 from 2,591
Change0 (0%)
Value$415.4K (-$47.3K)
Filed 2026-10-01
Atlas Brown,Inc.
INCREASED
Shares2,589 from 2,585
Change+4 (+0%)
Value$415.2K (-$46.6K)
Filed 2026-10-09
Compass Ion Advisors, LLC
INCREASED
Shares2,583 from 2,574
Change+9 (+0%)
Value$414.1K (-$45.6K)
Filed 2026-10-23
King Luther Capital Management Corp
UNCHANGED
Shares2,582 from 2,582
Change0 (0%)
Value$414.0K (-$47.2K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares2,565 from 2,356
Change+209 (+9%)
Value$411.2K (-$9.5K)
Filed 2026-10-26
Sensible Money, LLC
INCREASED
Shares2,542 from 2,537
Change+5 (+0%)
Value$407.6K (-$45.5K)
Filed 2026-10-20
Essex LLC
INCREASED
Shares2,530 from 2,080
Change+450 (+22%)
Value$405.6K (+$34.1K)
Filed 2026-10-14
Prosperity Planning, Inc.
INCREASED
Shares2,501 from 2,238
Change+263 (+12%)
Value$401.0K (+$1.3K)
Filed 2026-10-09
Renasant Bank
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$400.8K (-$45.7K)
Filed 2026-11-05
Roberts Financial Services LLC
DECREASED
Shares2,457 from 2,652
Change-195 (-7%)
Value$394.0K (-$79.7K)
Filed 2026-10-23
21 West Wealth Management LLC
UNCHANGED
Shares2,432 from 2,432
Change0 (0%)
Value$389.9K (-$44.4K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
UNCHANGED
Shares2,413 from 2,413
Change0 (0%)
Value$386.9K (-$44.0K)
Filed 2026-10-13
Gibbs Wealth Management
NEW
Shares2,408
Change+2,408
Value$386.1K
Filed 2026-10-22
Central Bank & Trust Co
UNCHANGED
Shares2,382 from 2,382
Change0 (0%)
Value$381.9K (-$43.5K)
Filed 2026-10-09
NTV Asset Management LLC
DECREASED
Shares2,377 from 2,456
Change-79 (-3%)
Value$381.1K (-$57.5K)
Filed 2026-10-23
Bestgate Wealth Advisors, LLC
UNCHANGED
Shares2,353 from 2,353
Change0 (0%)
Value$377.3K (-$43.0K)
Filed 2026-10-13
YHB Investment Advisors, Inc.
UNCHANGED
Shares2,346 from 2,346
Change0 (0%)
Value$376.1K (-$42.9K)
Filed 2026-10-08
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$373.6K (-$42.6K)
Filed 2026-11-02
Blackston Financial Advisory Group, LLC
DECREASED
Shares2,328 from 2,772
Change-444 (-16%)
Value$373.2K (-$121.8K)
Filed 2026-11-04
Simplicity Wealth,LLC
NEW
Shares2,326
Change+2,326
Value$372.9K
Filed 2026-10-23
LaFleur & Godfrey LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$368.8K (-$42.0K)
Filed 2026-10-27
Ackerman Capital Advisors, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$368.8K (-$42.0K)
Filed 2026-10-30
CFS Investment Advisory Services, LLC
INCREASED
Shares2,285 from 1,823
Change+462 (+25%)
Value$374.7K (+$54.0K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
UNCHANGED
Shares2,254 from 2,254
Change0 (0%)
Value$361.4K (-$41.2K)
Filed 2026-11-02
Clarity Asset Management, Inc.
INCREASED
Shares2,253 from 2,248
Change+5 (+0%)
Value$361.2K (-$40.3K)
Filed 2026-10-14
Warner Financial, Inc
INCREASED
Shares2,249 from 2,247
Change+2 (+0%)
Value$360.6K (-$40.7K)
Filed 2026-11-06
Essential Planning, Llc.
UNCHANGED
Shares2,229 from 2,229
Change0 (0%)
Value$357.4K (-$40.7K)
Filed 2026-10-21
Verdence Capital Advisors LLC
INCREASED
Shares2,224 from 2,222
Change+2 (+0%)
Value$356.5K (-$40.3K)
Filed 2026-10-26
Rainey & Randall Wealth Advisors Inc.
UNCHANGED
Shares2,215 from 2,215
Change0 (0%)
Value$355.1K (-$40.5K)
Filed 2026-10-26
Evergreen Private Wealth LLC
INCREASED
Shares2,205 from 2,062
Change+143 (+7%)
Value$353.6K (-$14.8K)
Filed 2026-10-30
Pioneer Trust Bank N A
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$352.7K (-$40.2K)
Filed 2026-11-06
Summit Financial Strategies, Inc.
DECREASED
Shares2,197 from 2,224
Change-27 (-1%)
Value$352.2K (-$45.0K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares2,191 from 1,290
Change+901 (+70%)
Value$351.3K (+$120.9K)
Filed 2026-10-15
Sterling Investment Counsel, LLC
DECREASED
Shares2,191 from 2,196
Change-5 (0%)
Value$351.4K (-$40.9K)
Filed 2026-10-19
Sapient Capital LLC
INCREASED
Shares2,184 from 1,312
Change+872 (+66%)
Value$350.2K (+$115.8K)
Filed 2026-10-08
Trust Co of Vermont
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$347.6K (-$39.6K)
Filed 2026-10-21
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$344.7K (-$39.3K)
Filed 2026-11-04
CRA Financial Services, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$336.7K (-$38.4K)
Filed 2026-10-16
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares2,033 from 2,033
Change0 (0%)
Value$326.0K (-$37.1K)
Filed 2026-10-28
Equity Wealth Partners, LLC
UNCHANGED
Shares2,031 from 2,031
Change0 (0%)
Value$325.7K (-$37.1K)
Filed 2026-10-26
Capital Investment Advisors, LLC
DECREASED
Shares2,008 from 2,343
Change-335 (-14%)
Value$322.0K (-$96.5K)
Filed 2026-10-22
Manchester Capital Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$320.7K (-$36.5K)
Filed 2026-10-22
Apollon Financial, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$320.7K (-$36.5K)
Filed 2026-10-23
Sigma Investment Counselors Inc
NEW
Shares1,992
Change+1,992
Value$319.4K
Filed 2026-10-27
Perigon Wealth Management, LLC
INCREASED
Shares1,991 from 1,799
Change+192 (+11%)
Value$319.3K (-$2.0K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares1,968 from 1,709
Change+259 (+15%)
Value$315.6K (+$10.4K)
Filed 2026-11-03
Marin Bay Wealth Advisors, LLC
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$315.3K (-$35.9K)
Filed 2026-10-28
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares1,955 from 1,955
Change0 (0%)
Value$314.9K (-$31.6K)
Filed 2026-10-13
Congress Asset Management Co
NEW
Shares1,942
Change+1,942
Value$311.4K
Filed 2026-10-06
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$307.0K (-$30.9K)
Filed 2026-10-28
Florida Trust Wealth Management Co
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$307.8K (-$35.1K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares1,913 from 2,022
Change-109 (-5%)
Value$307 (-$360.7K)
Filed 2026-10-22
Northern Lights Advisors, Inc.
INCREASED
Shares1,877 from 1,876
Change+1 (+0%)
Value$301.0K (-$34.1K)
Filed 2026-10-21
Confluence Wealth Services, Inc.
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$299.2K (-$34.1K)
Filed 2026-11-05
Sentinel Advisory Group, LLC
UNCHANGED
Shares1,861 from 1,861
Change0 (0%)
Value$298.4K (-$34.0K)
Filed 2026-10-20
Optimist Retirement Group LLC
INCREASED
Shares1,853 from 1,849
Change+4 (+0%)
Value$297.1K (-$33.1K)
Filed 2026-10-30
Bensler, LLC
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$297.0K (-$33.8K)
Filed 2026-11-05
Intrua Financial, LLC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$295.8K (-$33.7K)
Filed 2026-10-28
Gen-Wealth Partners Inc
UNCHANGED
Shares1,833 from 1,833
Change0 (0%)
Value$293.9K (-$33.5K)
Filed 2026-11-04
Paragon Capital Management Ltd
UNCHANGED
Shares1,831 from 1,831
Change0 (0%)
Value$293.6K (-$33.5K)
Filed 2026-10-09
Net Worth Advisory Group
INCREASED
Shares1,822 from 1,775
Change+47 (+3%)
Value$293.4K (-$23.5K)
Filed 2026-10-20
Vann Equity Management LLC
INCREASED
Shares1,792 from 1,767
Change+25 (+1%)
Value$287.3K (-$28.2K)
Filed 2026-10-08
RFG Advisory, LLC
DECREASED
Shares1,782 from 1,906
Change-124 (-7%)
Value$285.7K (-$54.6K)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$285.4K (-$32.5K)
Filed 2026-10-23
Convergence Financial, LLC
NEW
Shares1,766
Change+1,766
Value$283.1K
Filed 2026-10-27
PFG Private Wealth Management, LLC
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$283.1K (-$32.3K)
Filed 2026-10-15
AdvisorNet Financial, Inc
DECREASED
Shares1,740 from 1,814
Change-74 (-4%)
Value$276.9K (-$47.1K)
Filed 2026-10-15
Capital Investment Counsel, LLC
UNCHANGED
Shares1,728 from 1,728
Change0 (0%)
Value$277.1K (-$31.6K)
Filed 2026-10-14
Sage Financial Management Group, Inc.
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$274.0K (-$31.2K)
Filed 2026-11-06
BAR Harbor Wealth Management
DECREASED
Shares1,668 from 1,677
Change-9 (-1%)
Value$267.4K (-$32.1K)
Filed 2026-10-21
Eagle Strategies LLC
DECREASED
Shares1,666 from 1,671
Change-5 (0%)
Value$267.2K (-$31.4K)
Filed 2026-10-16
Orba Wealth Advisors, L.L.C.
INCREASED
Shares1,630 from 1,247
Change+383 (+31%)
Value$261.3K (+$38.6K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
NEW
Shares1,614
Change+1,614
Value$258.8K
Filed 2026-10-21
Eastern Bank
INCREASED
Shares1,610 from 940
Change+670 (+71%)
Value$258.1K (+$90.2K)
Filed 2026-10-05
Synergy Asset Management, LLC
INCREASED
Shares1,600 from 1,571
Change+29 (+2%)
Value$256.5K (-$24.1K)
Filed 2026-11-05
Heritage Investors Management Corp
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$257 (-$285.7K)
Filed 2026-10-29
Segment Wealth Management, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$256.5K (-$29.2K)
Filed 2026-10-26
Balboa Wealth Partners
INCREASED
Shares1,599 from 1,584
Change+15 (+1%)
Value$256.4K (-$26.5K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares1,597 from 1,296
Change+301 (+23%)
Value$256.1K (+$24.6K)
Filed 2026-11-05
Flagstar Securities, Inc
INCREASED
Shares1,590 from 1,582
Change+8 (+1%)
Value$254.9K (-$27.8K)
Filed 2026-10-15
Twelve Points Wealth Management LLC
DECREASED
Shares1,560 from 1,561
Change-1 (0%)
Value$256.4K (-$22.4K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares1,539 from 1,452
Change+87 (+6%)
Value$246.7K (-$12.7K)
Filed 2026-11-05
Verity Asset Management, Inc.
DECREASED
Shares1,526 from 5,043
Change-3,517 (-70%)
Value$245.1K (-$656.0K)
Filed 2026-10-30
Decision Investments, Inc
UNCHANGED
Shares1,526 from 1,526
Change0 (0%)
Value$244.7K (-$27.9K)
Filed 2026-10-07
IFG Advisors, LLC
INCREASED
Shares1,510 from 1,509
Change+1 (+0%)
Value$242.2K (-$27.4K)
Filed 2026-10-15
Tranquility Partners, LLC
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$241.5K (-$27.5K)
Filed 2026-10-20
Cutler Investment Counsel LLC
INCREASED
Shares1,502 from 1,499
Change+3 (+0%)
Value$240.8K (-$27.0K)
Filed 2026-10-28
Portside Wealth Group, LLC
NEW
Shares1,497
Change+1,497
Value$240.1K
Filed 2026-10-20
Garde Capital, Inc.
UNCHANGED
Shares1,477 from 1,477
Change0 (0%)
Value$236.8K (-$27.0K)
Filed 2026-10-29
Cooper S Advisors, LLC
UNCHANGED
Shares1,472 from 1,472
Change0 (0%)
Value$236.0K (-$26.9K)
Filed 2026-11-03
Amplius Wealth Advisors, LLC
DECREASED
Shares1,458 from 2,066
Change-608 (-29%)
Value$233.8K (-$135.2K)
Filed 2026-10-20
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares1,458 from 1,457
Change+1 (+0%)
Value$233.8K (-$26.4K)
Filed 2026-10-19
Ascent Group, LLC
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$233.6K (-$26.6K)
Filed 2026-10-30
Breachway Investments LLC
UNCHANGED
Shares1,455 from 1,455
Change0 (0%)
Value$233.3K (-$26.6K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
INCREASED
Shares1,453 from 1,225
Change+228 (+19%)
Value$233.0K (+$14.2K)
Filed 2026-11-02
Earned Wealth Advisors, LLC
DECREASED
Shares1,450 from 1,453
Change-3 (0%)
Value$232.5K (-$27.0K)
Filed 2026-11-06
Hoxton Planning & Management, LLC
DECREASED
Shares1,449 from 1,504
Change-55 (-4%)
Value$232.3K (-$36.3K)
Filed 2026-10-15
Security Financial Services, Inc.
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$230.9K (-$26.3K)
Filed 2026-10-29
Noble Family Wealth, LLC
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$229.6K (-$26.2K)
Filed 2026-10-26
Freedom Day Solutions, LLC
DECREASED
Shares1,417 from 1,446
Change-29 (-2%)
Value$227.2K (-$31.1K)
Filed 2026-10-20
D.B. Root & Company, LLC
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$226.3K (-$25.8K)
Filed 2026-11-04
Terril Brothers, Inc.
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$224.1K (-$25.5K)
Filed 2026-11-06
TCI Wealth Advisors, Inc.
NEW
Shares1,394
Change+1,394
Value$223.5K
Filed 2026-10-30
Three Seasons Wealth, LLC
DECREASED
Shares1,389 from 10,129
Change-8,740 (-86%)
Value$222.7K (-$1.6M)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
NEW
Shares1,383
Change+1,383
Value$221.7K
Filed 2026-10-13
Allodium Investment Consultants, LLC
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$221.1K (-$25.2K)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares1,343 from 1,342
Change+1 (+0%)
Value$215.3K (-$24.5K)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
INCREASED
Shares1,324 from 1,316
Change+8 (+1%)
Value$212.3K (-$22.8K)
Filed 2026-10-26
Equitable Trust Co
INCREASED
Shares1,322 from 1,310
Change+12 (+1%)
Value$212.0K (-$22.0K)
Filed 2026-10-13
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$211.6K (-$24.1K)
Filed 2026-10-23
Anchor Capital Advisors LLC
INCREASED
Shares1,318 from 1,313
Change+5 (+0%)
Value$211.3K (-$23.2K)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$209.3K (-$23.7K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares1,304 from 1,149
Change+155 (+13%)
Value$209.1K (+$3.9K)
Filed 2026-11-06
Strategic Blueprint, LLC
DECREASED
Shares1,278 from 1,287
Change-9 (-1%)
Value$205.0K (-$24.9K)
Filed 2026-10-22
Childress Capital Advisors, LLC
UNCHANGED
Shares1,277 from 1,277
Change0 (0%)
Value$204.7K (-$23.3K)
Filed 2026-10-28
Clear Trail Advisors, LLC
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$202.2K (-$23.0K)
Filed 2026-10-20
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares1,259 from 1,259
Change0 (0%)
Value$201.9K (-$23.0K)
Filed 2026-10-05
Summit Wealth Group LLC / Co
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$201.2K (-$22.9K)
Filed 2026-10-29
Alpine Bank Wealth Management
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$200.4K (-$22.8K)
Filed 2026-10-16
Apella Capital, LLC
NEW
Shares1,244
Change+1,244
Value$201.0K
Filed 2026-10-08
Piedmont Capital Management, LLC
DECREASED
Shares1,209 from 1,217
Change-8 (-1%)
Value$193.8K (-$23.5K)
Filed 2026-10-21
Financial Freedom, LLC
INCREASED
Shares1,193 from 1,190
Change+3 (+0%)
Value$191.2K (-$21.3K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
NEW
Shares1,150
Change+1,150
Value$184.4K
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares1,133 from 468
Change+665 (+142%)
Value$181.7K (+$98.1K)
Filed 2026-10-21
Transce3nd, LLC
NEW
Shares1,095
Change+1,095
Value$177.5K
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$172.5K (-$19.7K)
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares1,073 from 1,073
Change0 (0%)
Value$172.0K (-$19.6K)
Filed 2026-10-23
United Community Bank
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$167.9K (-$19.1K)
Filed 2026-10-28
Community Financial Services Group, LLC
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$164.8K (-$16.5K)
Filed 2026-10-15
Duncker Streett & Co Inc
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$161.5K (-$18.4K)
Filed 2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$161.1K (-$16.0K)
Filed 2026-10-16
Security National Bank
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$153.0K (-$17.4K)
Filed 2026-10-26
MV Capital Management, Inc.
DECREASED
Shares927 from 928
Change-1 (0%)
Value$148.6K (-$17.1K)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares919
Change+919
Value$147.3K
Filed 2026-10-27
Mechanics Financial Corp
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$146.9K (-$16.7K)
Filed 2026-11-05
Evermay Wealth Management LLC
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$146.4K (-$16.7K)
Filed 2026-11-05
Chilton Capital Management LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$128.3K (-$14.6K)
Filed 2026-10-28
Gamma Investing LLC
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$123.0K (-$14.0K)
Filed 2026-10-08
Friedenthal Financial
NEW
Shares712
Change+712
Value$114.2K
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares664 from 4,099
Change-3,435 (-84%)
Value$106.5K (-$625.6K)
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
NEW
Shares658
Change+658
Value$105.5K
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$105.5K (-$12.0K)
Filed 2026-10-08
Angeles Wealth Management, LLC
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$101.8K (-$11.6K)
Filed 2026-10-26
Financial Perspectives, Inc
INCREASED
Shares614 from 610
Change+4 (+1%)
Value$98.5K (-$10.5K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
NEW
Shares610
Change+610
Value$97.8K
Filed 2026-10-09
Princeton Global Asset Management LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$97.8K (-$11.1K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$96.7K (-$11.0K)
Filed 2026-11-04
First Financial Corp
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$96.2K (-$11.0K)
Filed 2026-10-13
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$91.4K (-$10.4K)
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$89.9K (-$10.3K)
Filed 2026-10-21
First United Bank & Trust
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$88.2K (-$10.0K)
Filed 2026-10-22
Kings Path Partners LLC
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$87.5K (-$10.0K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$85.9K (-$9.8K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares530 from 340
Change+190 (+56%)
Value$85.0K (+$24.3K)
Filed 2026-10-05
Monetary Solutions, Ltd
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$84.3K (-$9.6K)
Filed 2026-10-22
Country Trust Bank
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$84.0K (-$9.6K)
Filed 2026-10-30
Peachtree Investment Partners, LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$83.5K (-$9.5K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares515
Change+515
Value$82.6K
Filed 2026-10-21
Hilltop National Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$80.2K (-$9.1K)
Filed 2026-10-14
Bullock Wealth Management Group
INCREASED
Shares472 from 471
Change+1 (+0%)
Value$76.0K (-$7.4K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$75.5K (-$8.6K)
Filed 2026-10-21
Acima Private Wealth, LLC
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$75.4K (-$8.6K)
Filed 2026-10-05
Concord Wealth Partners
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$74.7K (-$8.6K)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
DECREASED
Shares446 from 502
Change-56 (-11%)
Value$71.6K (-$18.1K)
Filed 2026-10-20
Mainstream Capital Management LLC
NEW
Shares400
Change+400
Value$64.1K
Filed 2026-10-23
Citizens National Bank Trust Department
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$64.1K (-$7.3K)
Filed 2026-11-04
Montag A & Associates Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$64.1K (-$7.3K)
Filed 2026-10-29
Powell Investment Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$64.1K (-$7.3K)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares392 from 390
Change+2 (+1%)
Value$64.1K (-$4.6K)
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares386
Change+386
Value$61.9K
Filed 2026-11-05
Insight Inv LLC
DECREASED
Shares386 from 692
Change-306 (-44%)
Value$61.9K (-$61.7K)
Filed 2026-10-27
Cedar Mountain Advisors, LLC
INCREASED
Shares382 from 381
Change+1 (+0%)
Value$61.2K (-$6.8K)
Filed 2026-10-15
Sima Wealth Partners, LLC
DECREASED
Shares375 from 466
Change-91 (-20%)
Value$60.2K (-$23.1K)
Filed 2026-10-19
Oakworth Capital, Inc.
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$57.4K (-$6.5K)
Filed 2026-10-26
Balance Wealth Partners LLC
NEW
Shares354
Change+354
Value$56.8K
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares347 from 337
Change+10 (+3%)
Value$55.6K (-$4.6K)
Filed 2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares340 from 140
Change+200 (+143%)
Value$54.5K (+$29.5K)
Filed 2026-10-23
Kentucky Trust Co
DECREASED
Shares325 from 1,325
Change-1,000 (-75%)
Value$52.1K (-$184.5K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
NEW
Shares322
Change+322
Value$51.6K
Filed 2026-10-28
GGM Financial LLC
INCREASED
Shares315 from 314
Change+1 (+0%)
Value$50.5K (-$5.6K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
NEW
Shares314
Change+314
Value$50.3K
Filed 2026-10-26
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$50.0K (-$5.7K)
Filed 2026-10-15
Trust Co of Toledo NA
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$49.4K (-$5.6K)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
NEW
Shares300
Change+300
Value$48.1K
Filed 2026-11-03
Caldwell Trust Co
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$47.5K (-$5.4K)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares280
Change+280
Value$44.9K
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$44.9K (-$5.1K)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares278
Change+278
Value$45.0K
Filed 2026-10-13
Creative Capital Management Investments LLC
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$43.8K (-$5.0K)
Filed 2026-10-28
Horizons Wealth Management
NEW
Shares270
Change+270
Value$43.3K
Filed 2026-10-05
Spire Wealth Management
DECREASED
Shares257 from 267
Change-10 (-4%)
Value$41.2K (-$6.5K)
Filed 2026-10-30
CX Institutional
INCREASED
Shares247 from 246
Change+1 (+0%)
Value$40 (-$4)
Filed 2026-10-02
UMB Private Wealth Management, LLC
NEW
Shares243
Change+243
Value$39.0K
Filed 2026-10-19
Legacy Bridge, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$37.8K (-$4.3K)
Filed 2026-10-28
Richardson Financial Services Inc.
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$35.9K (-$4.1K)
Filed 2026-10-30
Quaker Wealth Management, LLC
INCREASED
Shares221 from 220
Change+1 (+0%)
Value$35.4K (-$3.9K)
Filed 2026-10-22
Mosley Wealth Management
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$35.6K (-$3.8K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$31.1K (-$3.5K)
Filed 2026-10-05
Signaturefd, LLC
INCREASED
Shares174 from 75
Change+99 (+132%)
Value$27.9K (+$14.5K)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$27.9K (-$3.2K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$27.1K (-$3.1K)
Filed 2026-10-20
Albion Financial Group
DECREASED
Shares162 from 679
Change-517 (-76%)
Value$26.0K (-$95.3K)
Filed 2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$26.0K (-$3.0K)
Filed 2026-10-22
Community Bank, N.A.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$25.7K (-$2.9K)
Filed 2026-11-06
True Wealth Design, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$24.1K (-$2.7K)
Filed 2026-10-13
Holos Integrated Wealth LLC
NEW
Shares143
Change+143
Value$22.8K
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares142
Change+142
Value$22.8K
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$20.8K (-$2.4K)
Filed 2026-10-30
Bank of New Hampshire
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$20.5K (-$2.3K)
Filed 2026-10-06
North Star Investment Management Corp.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$20.4K (-$2.3K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$20.2K (-$2.3K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$18.1K (-$2.1K)
Filed 2026-10-07
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$18.0K (-$2.0K)
Filed 2026-10-30
EPG Wealth Management LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$17.3K (-$2.0K)
Filed 2026-11-03
Hughes Financial Services, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$17.5K (-$1.2K)
Filed 2026-10-30
Team Financial Group, LLC
NEW
Shares104
Change+104
Value$16.7K
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$16.7K (-$1.9K)
Filed 2026-10-16
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$16.5K (-$1.9K)
Filed 2026-10-13
Register Financial Advisors LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$16.2K (-$1.8K)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.0K (-$1.8K)
Filed 2026-10-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$15.4K (-$1.8K)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$12.8K (-$1.5K)
Filed 2026-10-15
Barrett & Company, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$12.8K (-$1.5K)
Filed 2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$12.0K (-$1.4K)
Filed 2026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$11.2K (-$1.3K)
Filed 2026-11-02
Chung Wu Investment Group, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$9.9K (-$1.1K)
Filed 2026-11-03
John Boyer, Inc.
NEW
Shares59
Change+59
Value$9.5K
Filed 2026-10-27
High Point Wealth Management, LLC
NEW
Shares54
Change+54
Value$8.7K
Filed 2026-11-05
United Financial Planning Group LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$8.3K (-$950)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares48 from 71
Change-23 (-32%)
Value$7.7K (-$5.0K)
Filed 2026-10-28
StrongBox Wealth, LLC
NEW
Shares47
Change+47
Value$7.5K
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$6.1K (-$694)
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$5.5K (-$625)
Filed 2026-10-28
McCarley & Cook Financial Planners
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$5.5K (-$621)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.8K (-$533)
Filed 2026-11-05
Townsend Asset Management Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.1K (-$455)
Filed 2026-10-29
Golden State Wealth Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.4K (-$384)
Filed 2026-11-02
Armor Investment Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.2K (-$365)
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.0K (-$347)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares18 from 33
Change-15 (-45%)
Value$2.9K (-$3.0K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares12 from 4
Change+8 (+200%)
Value$1.9K (+$1.2K)
Filed 2026-10-13
Fairman Group, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.9K (-$219)
Filed 2026-10-26
Abound Wealth Management
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.5K (-$166)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares4
Change+4
Value$642
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1 ($0)
Filed 2026-10-14
Cordatus Wealth Management LLC
CLOSED
Shares0 from 59,609
Change-59,609 (-100%)
Value$0 (-$10.6M)
Filed 2026-10-19
Wesbanco Bank Inc
CLOSED
Shares0 from 10,631
Change-10,631 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-04
Essex Bank
CLOSED
Shares0 from 5,240
Change-5,240 (-100%)
Value$0 (-$935.9K)
Filed 2026-10-16
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 4,339
Change-4,339 (-100%)
Value$0 (-$774.9K)
Filed 2026-11-06
TritonPoint Partners, LLC
CLOSED
Shares0 from 3,232
Change-3,232 (-100%)
Value$0 (-$577.2K)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 3,084
Change-3,084 (-100%)
Value$0 (-$550.8K)
Filed 2026-11-03
KPP Advisory Services LLC
CLOSED
Shares0 from 2,818
Change-2,818 (-100%)
Value$0 (-$503.3K)
Filed 2026-10-26
Integrated Advisors Network LLC
CLOSED
Shares0 from 1,892
Change-1,892 (-100%)
Value$0 (-$337.9K)
Filed 2026-10-20
Astra Wealth Partners LLC
CLOSED
Shares0 from 1,540
Change-1,540 (-100%)
Value$0 (-$275.0K)
Filed 2026-11-06
Eagle Bay Advisors LLC
CLOSED
Shares0 from 1,367
Change-1,367 (-100%)
Value$0 (-$244.2K)
Filed 2026-10-16
Turning Point Benefit Group, Inc.
CLOSED
Shares0 from 1,280
Change-1,280 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-28
Axim Planning & Wealth
CLOSED
Shares0 from 1,263
Change-1,263 (-100%)
Value$0 (-$225.7K)
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
CLOSED
Shares0 from 1,241
Change-1,241 (-100%)
Value$0 (-$221.7K)
Filed 2026-11-04
Acorn Financial Advisory Services Inc
CLOSED
Shares0 from 1,237
Change-1,237 (-100%)
Value$0 (-$220.9K)
Filed 2026-11-02
Cambridge Capital Management, LLC
CLOSED
Shares0 from 1,230
Change-1,230 (-100%)
Value$0 (-$219.7K)
Filed 2026-10-19
First Security Investment Management, Inc.
CLOSED
Shares0 from 1,224
Change-1,224 (-100%)
Value$0 (-$218.7K)
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
CLOSED
Shares0 from 1,222
Change-1,222 (-100%)
Value$0 (-$218.2K)
Filed 2026-10-22
Mainsail Asset Management, LLC
CLOSED
Shares0 from 1,209
Change-1,209 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-14
Lionshead Wealth Management, LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-21
First Citizens Asset Management, Inc.
CLOSED
Shares0 from 1,196
Change-1,196 (-100%)
Value$0 (-$213.6K)
Filed 2026-11-06
Rockland Trust Co
CLOSED
Shares0 from 1,193
Change-1,193 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-05
Quadrant Capital Group LLC
CLOSED
Shares0 from 1,185
Change-1,185 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-20
Valued Retirements, Inc.
CLOSED
Shares0 from 1,166
Change-1,166 (-100%)
Value$0 (-$208.2K)
Filed 2026-11-06
Compass Financial Group, Inc. (Ohio)
CLOSED
Shares0 from 1,166
Change-1,166 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-19
CFM Wealth Partners LLC
CLOSED
Shares0 from 1,156
Change-1,156 (-100%)
Value$0 (-$206.5K)
Filed 2026-11-05
Thrive Wealth Management, LLC
CLOSED
Shares0 from 1,147
Change-1,147 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-13
Uptick Partners, LLC
CLOSED
Shares0 from 1,147
Change-1,147 (-100%)
Value$0 (-$204.8K)
Filed 2026-11-04
Sage Financial Group Inc
CLOSED
Shares0 from 1,125
Change-1,125 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-27
Valmark Advisers, Inc.
CLOSED
Shares0 from 1,122
Change-1,122 (-100%)
Value$0 (-$200.3K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,120
Change-1,120 (-100%)
Value$0 (-$199.9K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$86.8K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 411
Change-411 (-100%)
Value$0 (-$73.4K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$62.5K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$33.6K)
Filed 2026-10-13
Coastline Trust Co
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$25.7K)
Filed 2026-10-01
Tucker Asset Management LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$19.5K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$17.1K)
Filed 2026-11-02
Activest Wealth Management
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$536)
Filed 2026-10-30
Morgan Stanley
N/A
Shares— from 3,174,467
Change-3,174,467 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,049,349
Change-2,049,349 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,862,555
Change-1,862,555 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,119,852
Change-1,119,852 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,094,482
Change-1,094,482 (-100%)
Value—
UBS Group AG
N/A
Shares— from 919,460
Change-919,460 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 764,942
Change-764,942 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 552,733
Change-552,733 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 503,632
Change-503,632 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 433,131
Change-433,131 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 408,157
Change-408,157 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 362,011
Change-362,011 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 351,350
Change-351,350 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 335,412
Change-335,412 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 308,932
Change-308,932 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 300,536
Change-300,536 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 282,475
Change-282,475 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 259,022
Change-259,022 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 229,363
Change-229,363 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 204,482
Change-204,482 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 199,352
Change-199,352 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 176,832
Change-176,832 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 175,674
Change-175,674 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 164,793
Change-164,793 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 139,080
Change-139,080 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 132,675
Change-132,675 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 131,406
Change-131,406 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 128,295
Change-128,295 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 124,135
Change-124,135 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 122,895
Change-122,895 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 101,601
Change-101,601 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 96,350
Change-96,350 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 94,971
Change-94,971 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 88,324
Change-88,324 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 86,561
Change-86,561 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 84,506
Change-84,506 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 81,033
Change-81,033 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 75,202
Change-75,202 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 72,593
Change-72,593 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 69,248
Change-69,248 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 66,055
Change-66,055 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 65,824
Change-65,824 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 63,999
Change-63,999 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 61,082
Change-61,082 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 60,086
Change-60,086 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 44,864
Change-44,864 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 40,897
Change-40,897 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 39,658
Change-39,658 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 37,336
Change-37,336 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 36,780
Change-36,780 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 36,670
Change-36,670 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 35,464
Change-35,464 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 35,060
Change-35,060 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 33,140
Change-33,140 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 32,879
Change-32,879 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 29,291
Change-29,291 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 28,943
Change-28,943 (-100%)
Value—
&partners
N/A
Shares— from 28,704
Change-28,704 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 28,544
Change-28,544 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,261
Change-28,261 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 25,824
Change-25,824 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 22,903
Change-22,903 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 22,596
Change-22,596 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 21,904
Change-21,904 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 21,232
Change-21,232 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 21,028
Change-21,028 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,979
Change-20,979 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 20,280
Change-20,280 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 19,199
Change-19,199 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 18,931
Change-18,931 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 18,843
Change-18,843 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,014
Change-18,014 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,890
Change-16,890 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 16,685
Change-16,685 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 16,329
Change-16,329 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 15,996
Change-15,996 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 15,679
Change-15,679 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,589
Change-15,589 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,581
Change-15,581 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,374
Change-15,374 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 14,973
Change-14,973 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,383
Change-14,383 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,359
Change-13,359 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 13,259
Change-13,259 (-100%)
Value—
Blair William & Co
N/A
Shares— from 13,154
Change-13,154 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 13,096
Change-13,096 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 12,801
Change-12,801 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 12,328
Change-12,328 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 11,852
Change-11,852 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 11,684
Change-11,684 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,537
Change-11,537 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,518
Change-11,518 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 11,176
Change-11,176 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,116
Change-11,116 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 10,774
Change-10,774 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 10,608
Change-10,608 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,258
Change-10,258 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 10,230
Change-10,230 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 10,132
Change-10,132 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 9,845
Change-9,845 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,690
Change-9,690 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,469
Change-9,469 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 9,279
Change-9,279 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 9,159
Change-9,159 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 9,057
Change-9,057 (-100%)
Value—
EFG International AG
N/A
Shares— from 8,860
Change-8,860 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,680
Change-8,680 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,349
Change-8,349 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 8,212
Change-8,212 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 8,099
Change-8,099 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,802
Change-7,802 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 7,653
Change-7,653 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 7,465
Change-7,465 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,954
Change-6,954 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,371
Change-6,371 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,181
Change-6,181 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,917
Change-4,917 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4,707
Change-4,707 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,622
Change-4,622 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,488
Change-4,488 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Motco
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 752
Change-752 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 649
Change-649 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 631
Change-631 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 626
Change-626 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 609
Change-609 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 552
Change-552 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Centennial Bank
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 492
Change-492 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 475
Change-475 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 473
Change-473 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 443
Change-443 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 402
Change-402 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 290
Change-290 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 232
Change-232 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 214
Change-214 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 180
Change-180 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
CNB Bank
N/A
Shares— from 164
Change-164 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 164
Change-164 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 159
Change-159 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 135
Change-135 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 130
Change-130 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 108
Change-108 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 86
Change-86 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 21
Change-21 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,082,6141,056,380+26,234+2%$188.7M$173.6M-$15.1M2026-11-06
PNC Financial Services Group, Inc.
DECREASED831,385833,353-1,9680%$148.8M$133.3M-$15.5M2026-11-06
Commonwealth Equity Services, LLC
INCREASED493,015486,724+6,291+1%$86.9M$79.0M-$7.9M2026-11-02
Truist Financial Corp
DECREASED348,274348,502-2280%$62.2M$55.8M-$6.4M2026-10-30
Beaumont Financial Advisors, LLC
INCREASED250,003249,525+478+0%$44.6M$40.1M-$4.5M2026-10-22
Heartwood Wealth Advisors LLC
DECREASED196,760197,196-4360%$35.2M$31.5M-$3.7M2026-10-05
Falcon Wealth Planning
INCREASED192,318182,834+9,484+5%$32.7M$30.8M-$1.8M2026-11-06
AlphaCore Capital LLC
DECREASED172,833182,053-9,220-5%$32.5M$27.7M-$4.8M2026-11-04
Schneider Downs Wealth Management Advisors, LP
INCREASED172,527169,475+3,052+2%$30.3M$27.7M-$2.6M2026-10-27
Kestra Private Wealth Services, LLC
INCREASED154,845149,045+5,800+4%$26.6M$24.8M-$1.8M2026-11-06
GHP Investment Advisors, Inc.
DECREASED153,474156,039-2,565-2%$27.9M$24.6M-$3.3M2026-10-15
Sterling Financial Planning, Inc.
DECREASED127,113128,012-899-1%$22.9M$20.4M-$2.5M2026-10-28
StoryOne LLC
INCREASED115,67053,324+62,346+117%$9.5M$18.5M+$9.0M2026-10-13
Creative Planning
DECREASED114,761115,133-3720%$20.6M$18.4M-$2.2M2026-11-02
Inspire Trust Co, N.A.
INCREASED114,000110,000+4,000+4%$19.6M$18.3M-$1.4M2026-11-05
Lee Financial Co
INCREASED110,4074,925+105,482+2142%$879.6K$17.7M+$16.8M2026-10-16
Probity Advisors, Inc.
DECREASED109,821110,713-892-1%$19.8M$17.6M-$2.2M2026-10-23
Royal Fund Management, LLC
INCREASED104,4327,691+96,741+1258%$1.4M$16.7M+$15.4M2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED99,948101,162-1,214-1%$18.1M$16.0M-$2.0M2026-10-27
Keybank National Association
DECREASED92,87594,470-1,595-2%$16.9M$14.9M-$2.0M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED88,74365,557+23,186+35%$11.7M$14.2K-$11.7M2026-11-02
Lido Advisors, LLC
INCREASED86,49081,566+4,924+6%$14.6M$13.9M-$700.6K2026-11-04
RTD Financial Advisors, Inc.
DECREASED85,49488,653-3,159-4%$15.8M$13.7M-$2.1M2026-10-09
Fifth Third Bancorp
DECREASED78,99882,734-3,736-5%$14.8M$12.7M-$2.1M2026-11-05
Kestra Advisory Services, LLC
INCREASED74,33069,602+4,728+7%$12.4M$11.9M-$513.7K2026-11-02
Regions Financial Corp
DECREASED68,65870,848-2,190-3%$12.7M$11.0M-$1.6M2026-11-05
Capital Advisors, Ltd. LLC
INCREASED67,18167,084+97+0%$12.0K$10.8K-$1.2K2026-10-27
Farther Finance Advisors, LLC
INCREASED66,11317,007+49,106+289%$3.0M$10.6M+$7.6M2026-10-08
US Bancorp \de\
DECREASED64,89666,197-1,301-2%$11.8M$10.4M-$1.4M2026-11-05
Pittenger & Anderson Inc
UNCHANGED63,45063,45000%$11.3M$10.2M-$1.2M2026-11-02
Lake Street Private Wealth, LLC
DECREASED63,35868,525-5,167-8%$12.2M$10.2M-$2.1M2026-10-22
Rodgers & Associates, LTD
DECREASED62,63364,535-1,902-3%$11.5M$10.0M-$1.5M2026-10-20
Deutsche Bank Ag\
UNCHANGED62,51062,51000%$11.2M$10.0M-$1.1M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED58,93958,134+805+1%$10.4M$9.4M-$933.0K2026-10-16
Stone Wealth Partners
INCREASED58,36826,920+31,448+117%$4.8M$9.4M+$4.6M2026-11-05
Salomon & Ludwin, LLC
DECREASED57,53359,814-2,281-4%$10.2M$9.2M-$1.0M2026-10-29
JFS Wealth Advisors, LLC
INCREASED57,52957,390+139+0%$10.2M$9.2M-$1.0M2026-11-03
Bank of New York Mellon Corp
INCREASED57,05156,839+212+0%$10.2M$9.1M-$1.0M2026-11-05
Compound Planning, Inc.
INCREASED53,65953,150+509+1%$9.5M$8.6M-$889.4K2026-11-05
PW Nova Financial Services LLC
INCREASED52,79652,000+796+2%$9.3M$8.5M-$822.4K2026-10-15
Sigma Planning Corp
INCREASED51,32150,908+413+1%$9.1M$8.2M-$868.5K2026-10-23
Ifrah Financial Services, Inc.
DECREASED49,37950,548-1,169-2%$9.0M$7.9M-$1.1M2026-10-13
Clayton Financial Group LLC
INCREASED48,60147,914+687+1%$8.6M$7.8M-$765.4K2026-10-13
Independence Financial Advisors, LLC
INCREASED46,01743,314+2,703+6%$7.7M$7.4M-$357.9K2026-10-08
Bokf, NA
DECREASED43,86443,936-720%$7.8M$7.0M-$814.3K2026-10-27
Level Four Advisory Services, LLC
DECREASED42,42942,440-110%$7.6M$6.8M-$777.2K2026-11-06
Cottage Street Advisors LLC
DECREASED42,29342,434-1410%$7.6M$6.8M-$790.9K2026-10-19
Accretive Wealth Partners, LLC
INCREASED42,03041,610+420+1%$7.4M$6.7M-$692.9K2026-11-06
UMB Bank, n.a.
DECREASED41,99543,847-1,852-4%$7.8M$6.7M-$1.1M2026-11-06
Chicago Partners Investment Group LLC
DECREASED41,07342,054-981-2%$7.2M$6.6M-$601.8K2026-10-27
Sowell Financial Services LLC
INCREASED40,90039,094+1,806+5%$7.0M$6.6M-$424.7K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED39,92234,880+5,042+14%$6.1M$6.4M+$366.1K2026-10-13
Norden Group LLC
DECREASED39,83840,837-999-2%$7.3M$6.4M-$906.4K2026-10-20
Centerpoint Advisors, LLC
DECREASED38,86739,575-708-2%$7.1M$6.2M-$836.0K2026-11-05
Pinkerton Wealth, LLC
NEW37,281—+37,281——$6.0M—2026-10-29
True Freedom Investing, LLC
NEW37,106—+37,106——$5.9M—2026-10-29
San Luis Wealth Advisors LLC
DECREASED34,41935,009-590-2%$6.3M$5.5M-$734.1K2026-10-27
Taylor Financial Group, Inc.
DECREASED33,32533,671-346-1%$6.0M$5.3M-$670.6K2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED33,29833,603-305-1%$6.0M$5.3M-$662.9K2026-10-28
Park Avenue Securities LLC
INCREASED33,08330,337+2,746+9%$5.4M$5.3K-$5.4M2026-10-26
MMA Asset Management LLC
INCREASED32,78532,748+37+0%$5.8M$5.3M-$592.4K2026-11-02
First Citizens Financial Corp
DECREASED32,76332,931-168-1%$5.9M$5.3M-$628.6K2026-10-02
First Heartland Consultants, Inc.
INCREASED32,1391,514+30,625+2023%$270.3K$5.2M+$4.9M2026-10-08
Veratis Advisors, Inc.
INCREASED31,75531,660+95+0%$5.7M$5.1M-$563.1K2026-11-03
HB Wealth Management, LLC
INCREASED30,95030,438+512+2%$5.4M$5.0M-$474.0K2026-10-23
Bfsg, LLC
INCREASED30,51928,965+1,554+5%$5.2M$4.9M-$279.9K2026-10-30
Pinnacle Associates LTD
INCREASED29,90429,380+524+2%$5.2M$4.8M-$452.8K2026-10-20
Guidance Point Advisors, LLC
DECREASED29,64830,314-666-2%$5.4M$4.8M-$660.5K2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED29,56328,840+723+3%$5.2M$4.7M-$411.0K2026-10-23
Neumann Capital Management, LLC
DECREASED28,91329,240-327-1%$5.2M$4.6M-$586.6K2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED28,67727,766+911+3%$5.0M$4.6M-$361.3K2026-11-05
Greenleaf Trust
DECREASED27,70428,248-544-2%$5.0M$4.4M-$603.3K2026-10-29
LTG Capital LLC
DECREASED27,68928,348-659-2%$5.1M$4.4M-$623.6K2026-11-04
Councilor Wealth, LLC
DECREASED26,58028,440-1,860-7%$5.1M$4.3M-$817.7K2026-10-09
Savant Capital, LLC
INCREASED26,53823,936+2,602+11%$4.3M$4.3M-$22.0K2026-11-06
First Horizon Corp
DECREASED26,28126,440-159-1%$4.7M$4.2M-$508.6K2026-10-26
Crestwood Advisors Group, LLC
UNCHANGED25,39225,39200%$4.5M$4.1M-$463.9K2026-10-27
D.A. Davidson & Co.
INCREASED24,78423,856+928+4%$4.3M$4.0M-$287.2K2026-10-28
BKM Wealth Management, LLC
INCREASED24,09021,580+2,510+12%$3.9M$3.9M+$8.2K2026-10-22
Associated Banc-Corp
INCREASED23,35722,949+408+2%$4.1M$3.7M-$353.9K2026-10-30
Baring Financial LLC
INCREASED23,18922,826+363+2%$4.1M$3.7M-$358.8K2026-10-07
1834 Investment Advisors Co
DECREASED23,02024,159-1,139-5%$4.3M$3.7M-$623.9K2026-10-16
Choreo, LLC
INCREASED22,4254,878+17,547+360%$871.2K$3.6M+$2.7M2026-10-28
Stevens Capital Partners
INCREASED22,39421,918+476+2%$3.9M$3.6M-$324.0K2026-10-29
Victory Financial Group, LLC
INCREASED21,83921,518+321+1%$3.8M$3.5M-$341.6K2026-10-27
Arrow Investment Advisors, LLC
NEW21,521—+21,521——$3.5M—2026-11-02
John A. Wolfe & Associates, Inc.
DECREASED19,32319,744-421-2%$3.5M$3.1M-$428.2K2026-11-06
Asset Dedication, LLC
INCREASED18,90118,870+31+0%$3.4M$3.0M-$339.7K2026-11-03
MSH Capital Advisors LLC
DECREASED18,61118,728-117-1%$3.3M$3.0M-$360.9K2026-11-03
Soltis Investment Advisors LLC
INCREASED18,34217,475+867+5%$3.1M$2.9M-$180.2K2026-10-28
Courier Capital LLC
DECREASED17,50620,524-3,018-15%$3.7M$2.8M-$858.9K2026-10-19
Serenity Investment Advisors
INCREASED17,42717,364+63+0%$3.0M$2.8M-$207.3K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED17,10816,946+162+1%$3.0M$2.7M-$283.5K2026-11-05
Trail Ridge Investment Advisors, LLC
INCREASED16,97416,632+342+2%$3.0M$2.7M-$249.0K2026-10-16
USA Financial Formulas
NEW16,919—+16,919——$2.7M—2026-10-16
Lee, Kelleher & Klein Wealth Management
INCREASED16,88216,847+35+0%$3.0M$2.7M-$302.1K2026-10-08
Diversified Management Inc
INCREASED16,68815,612+1,076+7%$2.8M$2.7M-$112.7K2026-10-08
Droms Strauss Advisors Inc
DECREASED16,55817,350-792-5%$3.1M$2.7M-$444.0K2026-11-03
Fortress Financial Group, LLC
DECREASED16,52318,356-1,833-10%$3.3M$2.6M-$629.3K2026-10-21
Connecticut Wealth Management, LLC
DECREASED16,49716,818-321-2%$3.0M$2.6M-$358.7K2026-10-13
Dominguez Wealth Management Solutions, Inc.
INCREASED15,91415,727+187+1%$2.8M$2.6M-$257.3K2026-10-07
Parallel Advisors, LLC
INCREASED15,54515,366+179+1%$2.7M$2.5M-$252.2K2026-11-03
Ullmann Wealth Partners Group, LLC
DECREASED15,23815,737-499-3%$2.8M$2.4M-$367.5K2026-11-02
InvesTrust
DECREASED15,19516,669-1,474-9%$3.0M$2.4M-$540.9K2026-10-14
Sonata Capital Group Inc
INCREASED14,92714,129+798+6%$2.5M$2.4M-$130.3K2026-10-19
Sylvest Advisors, LLC
NEW14,913—+14,913——$2.4M—2026-10-26
Capital Squared Financial LLC
DECREASED14,27114,560-289-2%$2.6M$2.3M-$312.3K2026-10-30
Pathway Financial Advisors LLC
DECREASED14,26116,037-1,776-11%$2.8M$2.3M-$534.3K2026-10-07
Greenup Street Wealth Management LLC
INCREASED14,03811,958+2,080+17%$2.1M$2.3M+$115.0K2026-10-28
Columbia Bank
DECREASED13,42413,587-163-1%$2.4M$2.2M-$274.4K2026-10-29
Mather Group, Llc.
INCREASED13,29712,907+390+3%$2.3M$2.1M-$173.3K2026-10-14
City Holding Co
INCREASED13,18013,035+145+1%$2.3M$2.1M-$214.9K2026-10-19
Citigroup Inc
DECREASED13,06514,208-1,143-8%$2.5M$2.1M-$442.8K2026-11-04
American Financial & TAX Strategies Inc
DECREASED13,01413,128-114-1%$2.3M$2.1M-$258.1K2026-10-16
Capital Square, LLC
INCREASED12,56012,272+288+2%$2.1M$2.0M-$125.1K2026-10-19
White Lighthouse Investment Management Inc.
UNCHANGED12,55912,55900%$2.2M$2.0M-$229.5K2026-10-21
Transcendent Capital Group LLC
INCREASED12,14211,353+789+7%$2.0M$1.9M-$81.0K2026-10-28
First Merchants Corp
DECREASED11,90612,317-411-3%$2.2M$1.9M-$290.9K2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED11,90211,410+492+4%$2.0M$1.9M-$129.7K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED11,68611,889-203-2%$2.1M$1.9M-$249.7K2026-10-20
Ironwood Financial, llc
DECREASED11,67711,804-127-1%$2.0M$1.9M-$164.7K2026-10-20
TD Private Client Wealth LLC
DECREASED11,64311,697-540%$2.1M$1.9M-$222.4K2026-10-28
Oarsman Capital, Inc.
DECREASED11,50311,653-150-1%$2.1M$1.8M-$237.0K2026-11-05
Merit Financial Group, LLC
INCREASED11,4578,700+2,757+32%$1.6M$1.8M+$283.2K2026-11-06
Moors & Cabot, Inc.
INCREASED11,05511,020+35+0%$2.0M$1.8M-$195.7K2026-11-06
Avior Wealth Management, LLC
INCREASED10,8111,798+9,013+501%$321.1K$1.7M+$1.4M2026-10-13
Allworth Financial LP
INCREASED10,73510,614+121+1%$1.9M$1.9M+$21.6K2026-11-06
Cranbrook Wealth Management, LLC
DECREASED10,59010,901-311-3%$1.9M$1.7M-$249.0K2026-10-28
Newton One Investments LLC
DECREASED10,34211,485-1,143-10%$2.1M$1.7M-$393.1K2026-10-14
Crusonia Wealth Advisors LLC
UNCHANGED10,31110,31100%$1.8M$1.7M-$188.4K2026-10-26
Beaumont Asset Management, L.L.C.
DECREASED9,9349,944-100%$1.8M$1.6M-$183.3K2026-10-16
Brookstone Capital Management
INCREASED9,4108,293+1,117+13%$1.5M$1.5M+$27.7K2026-10-22
Nations Financial Group Inc,
DECREASED9,2429,442-200-2%$1.7M$1.5M-$204.4K2026-11-05
Parkside Financial Bank & Trust
INCREASED9,0659,059+6+0%$1.6M$1.5M-$164.6K2026-10-27
First Hawaiian Bank
DECREASED8,97210,174-1,202-12%$1.8M$1.4M-$378.6K2026-10-14
Wealthcare Advisory Partners LLC
INCREASED8,7808,340+440+5%$1.5M$1.4M-$81.7K2026-10-21
Willner & Heller, LLC
DECREASED8,6828,982-300-3%$1.6M$1.4M-$212.2K2026-10-28
Midwest Trust Co
DECREASED8,5168,745-229-3%$1.6M$1.4M-$196.5K2026-10-22
Joel Isaacson & Co., LLC
DECREASED8,4068,506-100-1%$1.5M$1.3M-$171.4K2026-11-05
Modera Wealth Management, LLC
DECREASED8,3649,311-947-10%$1.7M$1.3M-$322.0K2026-10-28
Atria Investments, Inc
INCREASED8,2512,777+5,474+197%$496.0K$1.3M+$826.9K2026-10-15
McKinley Carter Wealth Services, Inc.
DECREASED8,1358,635-500-6%$1.5M$1.3M-$237.9K2026-10-16
Patten Group, Inc.
INCREASED8,0077,972+35+0%$1.4M$1.3M-$140.1K2026-10-26
Prospera Financial Services Inc
DECREASED8,00363,402-55,399-87%$11.3M$1.3M-$10.0M2026-11-04
Vicus Capital
DECREASED7,8628,222-360-4%$1.5M$1.3M-$207.9K2026-11-05
Hurley Capital, LLC
INCREASED7,8197,411+408+6%$1.3M$1.3M-$69.9K2026-11-05
Mission Wealth Management, LP
DECREASED7,61510,092-2,477-25%$1.8M$1.2M-$581.4K2026-10-15
Buck Wealth Strategies, LLC
INCREASED7,294580+6,714+1158%$103.6K$1.2M+$1.1M2026-10-28
Clearstead Advisors, LLC
INCREASED7,2226,738+484+7%$1.2M$1.2M-$45.6K2026-11-06
Acropolis Investment Management, LLC
INCREASED7,2127,208+4+0%$1.3M$1.2M-$131.0K2026-10-08
Patriot Investment Management Group, Inc.
DECREASED7,2097,256-47-1%$1.3M$1.2M-$140.1K2026-10-15
Founders Grove Wealth Partners, LLC
DECREASED7,1717,180-90%$1.3M$1.1M-$132.6K2026-10-16
Citizens Financial Group Inc
INCREASED6,9596,955+4+0%$1.2M$1.1M-$126.4K2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED6,9596,95900%$1.2M$1.1M-$127.1K2026-10-26
Signature Equity Partners, LLC
INCREASED6,9206,489+431+7%$1.2M$1.1M-$49.4K2026-10-29
VestGen Advisors, LLC
INCREASED6,9166,831+85+1%$1.2M$1.1M-$111.1K2026-10-27
Quadcap Wealth Management, LLC
UNCHANGED6,8536,85300%$1.2M$1.1M-$125.2K2026-11-02
Key FInancial Inc
DECREASED6,8406,896-56-1%$1.2M$1.1M-$135.0K2026-11-02
Daymark Wealth Partners, LLC
INCREASED6,8196,804+15+0%$1.2M$1.1M-$121.9K2026-11-04
Strategic Wealth Investment Group, LLC
INCREASED6,6746,404+270+4%$1.1M$1.1M-$73.7K2026-10-29
Christensen, King & Associates Investment Services, Inc.
INCREASED6,6665,659+1,007+18%$1.0M$1.1M+$58.0K2026-10-22
MCF Advisors LLC
INCREASED6,6366,635+1+0%$1.2M$1.1M-$121.0K2026-10-28
Wedmont Private Capital
INCREASED6,5143,190+3,324+104%$556.0K$1.1M+$495.7K2026-10-09
PKS Advisory Services, LLC
UNCHANGED6,5136,51300%$1.2M$1.2M$02026-10-26
NBT Bank, N.A.
DECREASED6,4779,733-3,256-33%$1.7M$1.0M-$699.9K2026-10-21
Jnba Financial Advisors
DECREASED6,4046,643-239-4%$1.2M$1.0M-$159.8K2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED6,3506,35000%$1.1M$1.0M-$116.0K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED6,2856,091+194+3%$1.1M$1.0M-$80.2K2026-10-29
Fifth Third Securities, Inc.
INCREASED6,2815,883+398+7%$1.1M$1.0M-$43.7K2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED6,1726,17200%$1.1M$989.6K-$112.8K2026-10-13
Financial Management Network Inc
DECREASED6,1506,244-94-2%$1.1M$1.0M-$74.3K2026-10-09
Fortitude Family Office, LLC
UNCHANGED6,0886,08800%$1.1M$976.1K-$111.2K2026-10-14
Finley Financial, LLC
UNCHANGED6,0556,05500%$1.1M$975.3K-$106.1K2026-10-28
Guerra PAN Advisors, LLC
UNCHANGED5,8145,81400%$1.0M$927.5K-$110.9K2026-10-26
Legacy Trust
INCREASED5,8005,690+110+2%$1.0M$953.2K-$63.1K2026-11-06
Kendall Capital Management
UNCHANGED5,6905,69000%$1.0M$912.3K-$104.0K2026-10-23
Cannon Financial Strategists, Inc.
UNCHANGED5,6295,62900%$1.0M$902.5K-$102.8K2026-10-19
IFP Advisors, Inc
DECREASED5,5486,589-1,041-16%$1.2M$889.5K-$287.3K2026-10-16
Aspiriant, LLC
DECREASED5,4685,653-185-3%$1.0M$876.7K-$132.9K2026-10-16
Apollon Wealth Management, LLC
INCREASED5,4545,198+256+5%$928.3K$874.5K-$53.9K2026-10-23
NorthAvenue LLC
DECREASED5,4485,621-173-3%$1.0M$873.5K-$130.4K2026-10-29
Private Advisory Group LLC
DECREASED5,4305,440-100%$971.6K$870.6K-$101.0K2026-11-06
Claro Advisors Inc.
DECREASED5,3155,327-120%$951.4K$852.3K-$99.2K2026-11-02
Signature Wealth Management Partners, LLC
UNCHANGED5,2325,23200%$934.4K$838.8K-$95.6K2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED5,1755,330-155-3%$952.0K$829.7K-$122.3K2026-10-19
Davenport & Co LLC
INCREASED5,0044,999+5+0%$892.8K$802.3K-$90.5K2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED5,0023,723+1,279+34%$488.2K$483.3K-$4.9K2026-11-04
Allen Investment Management, LLC
UNCHANGED5,0005,00000%$893.0K$801.7K-$91.4K2026-11-03
Vaughan & Co Securities, Inc.
UNCHANGED4,9404,94000%$882.3K$792.0K-$90.3K2026-10-23
Principle Wealth Partners LLC
DECREASED4,9105,178-268-5%$924.8K$787.4K-$137.4K2026-11-02
FC Advisory LLC
DECREASED4,9074,930-230%$880.4K$786.7K-$93.8K2026-10-05
Trilogy Capital Inc.
DECREASED4,8434,994-151-3%$892.0K$776.5K-$115.4K2026-10-20
Stackstone Wealth, LLC
NEW4,824—+4,824——$773.5K—2026-10-19
AWM Capital, LLC
UNCHANGED4,7184,71800%$842.6K$756.4K-$86.2K2026-10-16
Montecito Bank & Trust
DECREASED4,7124,779-67-1%$853.5K$755.5K-$98.1K2026-10-01
Money Concepts Capital Corp
DECREASED4,6515,590-939-17%$998.4K$745.7K-$252.7K2026-11-06
Gerald Baker Financial Group LLC
INCREASED4,6394,636+3+0%$828.1K$743.8K-$84.2K2026-10-09
Power Wealth Management LLC
NEW4,637—+4,637——$743.5K—2026-10-27
Hickory Point Bank & Trust
UNCHANGED4,4644,46400%$797.3K$715.7K-$81.6K2026-10-01
Ellis Investment Partners, LLC
DECREASED4,4324,638-206-4%$828.4K$710.7K-$117.7K2026-10-21
Vise Technologies, Inc.
INCREASED4,3983,271+1,127+34%$584.2K$705.2K+$121.0K2026-10-29
Tannin Capital LLC
DECREASED4,3914,430-39-1%$791.2K$704.0K-$87.2K2026-11-05
Shoker Investment Counsel, Inc.
INCREASED4,3674,366+1+0%$779.9K$700.2K-$79.7K2026-11-04
Meridian Wealth Management, LLC
DECREASED4,2874,292-50%$766.5K$687.4K-$79.2K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED4,2644,306-42-1%$769.0K$683.6K-$85.4K2026-10-23
Allstreet Capital Advisors LLC
DECREASED4,2504,374-124-3%$781.2K$681.4K-$99.8K2026-11-04
Pension & Wealth Management Advisors, Inc.
UNCHANGED4,2004,20000%$750.2K$673.5K-$76.7K2026-10-16
Fragasso Financial Advisors Inc
INCREASED4,1074,101+6+0%$732.5K$667.8K-$64.7K2026-10-13
Forbes Financial Planning, Inc.
UNCHANGED4,0804,08000%$728.7K$654.2K-$74.5K2026-10-23
Valeo Financial Advisors, LLC
DECREASED4,0124,259-247-6%$760.6K$643.2K-$117.3K2026-10-08
Keenan, LLC
DECREASED4,0074,541-534-12%$811.0K$642.5K-$168.5K2026-10-23
Destiny Capital Corp
DECREASED3,9704,301-331-8%$768.2K$636.5K-$131.6K2026-11-03
Fulton Bank, N.A.
UNCHANGED3,9523,95200%$705.8K$633.6K-$72.2K2026-10-14
Carl P. Sherr & Co., LLC
UNCHANGED3,9293,92900%$701.7K$629.9K-$71.8K2026-11-06
Oppenheimer & Co Inc
DECREASED3,9064,595-689-15%$820.7K$626.2K-$194.4K2026-10-26
Sprinkle Financial Consultants LLC
INCREASED3,8973,888+9+0%$694.5K$624.9K-$69.7K2026-10-09
Meridian Financial Advisors, LLC
DECREASED3,8623,877-150%$692.4K$619.2K-$73.2K2026-10-14
Midland Wealth Advisors, LLC
UNCHANGED3,8483,84800%$687.3K$617.0K-$70.3K2026-10-26
Bedel Financial Consulting, Inc.
INCREASED3,8293,446+383+11%$615.5K$613.9K-$1.5K2026-11-06
Paragon Private Wealth Management, LLC
UNCHANGED3,7993,79900%$678.5K$609.1K-$69.4K2026-10-20
Krilogy Financial LLC
DECREASED3,7424,044-302-7%$722.3K$607.3K-$115.0K2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED3,7253,953-228-6%$706.1K$597.2K-$108.9K2026-10-08
Saxon Interests, Inc.
DECREASED3,7214,503-782-17%$804.3K$596.6K-$207.6K2026-10-26
Tctc Holdings, LLC
INCREASED3,7003,500+200+6%$625.1K$593.2K-$31.9K2026-11-02
Investmark Advisory Group LLC
INCREASED3,6653,255+410+13%$581.3K$587.6K+$6.3K2026-10-27
Bangor Savings Bank
UNCHANGED3,6133,61300%$645.3K$579.3K-$66.0K2026-10-06
jvl associates llc
UNCHANGED3,6053,60500%$643.9K$578.0K-$65.9K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED3,6043,314+290+9%$592.0K$577.9K-$14.1K2026-10-14
Independent Financial Group, LLC
INCREASED3,5492,703+846+31%$482.8K$569.0K+$86.2K2026-10-13
Plante Moran Financial Advisors, LLC
UNCHANGED3,4923,49200%$623.7K$559.9K-$63.8K2026-11-04
M Holdings Securities, Inc.
NEW3,463—+3,463——$559.0K—2026-11-03
One Day In July LLC
DECREASED3,4623,659-197-5%$653.5K$555.1K-$98.4K2026-10-30
Wiregrass Investment Management LLC
UNCHANGED3,3953,39500%$606.3K$544.3K-$62.0K2026-11-05
Calamos Wealth Management LLC
INCREASED3,3413,266+75+2%$583.3K$535.7K-$47.6K2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED3,2802,808+472+17%$501.5K$525.9K+$24.4K2026-10-22
Tred Avon Family Wealth, LLC
INCREASED3,2492,827+422+15%$504.9K$520.9K+$16.0K2026-10-20
Decker Wealth Management LLC
UNCHANGED3,2213,22100%$575.3K$516.4K-$58.8K2026-10-09
Nixon Peabody Trust Co
DECREASED3,2153,324-109-3%$593.7K$515.5K-$78.2K2026-10-23
Venture Visionary Partners LLC
INCREASED3,1991,911+1,288+67%$341.3K$512.9K+$171.6K2026-10-07
Tritonpoint Wealth, LLC
INCREASED3,1723,097+75+2%$553.1K$508.6K-$44.6K2026-10-19
Old National Bancorp
INCREASED3,1643,102+62+2%$554.0K$507.3K-$46.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED3,1622,557+605+24%$441.3K$509.1K+$67.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED3,1622,557+605+24%$441.3K$509.1K+$67.8K2026-10-20
Y-Intercept (Hong Kong) Ltd
NEW3,103—+3,103——$497.5K—2026-10-16
Traynor Capital Management, Inc.
INCREASED3,0952,969+126+4%$530.3K$496.3K-$34.0K2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED3,0773,07700%$549.6K$493.3K-$56.2K2026-10-20
Inspirion Wealth Advisors, LLC
UNCHANGED3,0583,05800%$542.0K$490.3K-$51.7K2026-10-09
Focused Alpha, LLC
INCREASED3,0401,743+1,297+74%$311.3K$487.3K+$176.0K2026-10-20
Trueblood Wealth Management, LLC
DECREASED2,9723,316-344-10%$592.3K$476.5K-$115.8K2026-10-23
Breakwater Capital Group
INCREASED2,9662,958+8+0%$528.3K$475.6K-$52.7K2026-10-09
Bison Wealth, LLC
DECREASED2,9662,969-30%$525.3K$481.4K-$43.9K2026-10-13
Procyon Advisors, LLC
INCREASED2,9592,288+671+29%$408.6K$474.4K+$65.8K2026-10-21
Tenet Wealth Partners, LLC
DECREASED2,9573,066-109-4%$529.3K$474.2K-$55.1K2026-10-19
WealthPlan Investment Management, LLC
DECREASED2,8712,948-77-3%$526.5K$460.3K-$66.2K2026-10-15
Brown Miller Wealth Management, LLC
NEW2,860—+2,860——$458.5K—2026-11-02
StoneX Group Inc.
NEW2,853—+2,853——$480.5K—2026-11-03
Liberty Capital Management, Inc.
INCREASED2,8372,836+1+0%$506.5K$454.8K-$51.7K2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED2,7892,836-47-2%$506.5K$447.1K-$59.3K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED2,7452,74500%$490.3K$490.3K$02026-10-06
Laurel OAK Wealth Management, LLC
DECREASED2,7442,769-25-1%$494.5K$439.9K-$54.6K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED2,7172,806-89-3%$501.1K$435.6K-$65.5K2026-10-23
Conning Inc.
UNCHANGED2,7072,70700%$483.5K$434.0K-$49.5K2026-10-27
Grove Bank & Trust
UNCHANGED2,6912,69100%$480.6K$431.4K-$49.2K2026-10-08
Private Trust Co NA
DECREASED2,6692,900-231-8%$517.9K$427.9K-$90.0K2026-10-20
Crescent Grove Advisors, LLC
UNCHANGED2,6692,66900%$476.7K$427.9K-$48.8K2026-10-21
ZWJ Investment Counsel Inc
UNCHANGED2,6022,60200%$464.7K$417.2K-$47.5K2026-10-15
Park Edge Advisors, LLC
UNCHANGED2,6002,60000%$464.4K$416.9K-$47.5K2026-10-28
First Financial Bank - Trust Division
UNCHANGED2,5912,59100%$462.8K$415.4K-$47.3K2026-10-01
Atlas Brown,Inc.
INCREASED2,5892,585+4+0%$461.8K$415.2K-$46.6K2026-10-09
Compass Ion Advisors, LLC
INCREASED2,5832,574+9+0%$459.7K$414.1K-$45.6K2026-10-23
King Luther Capital Management Corp
UNCHANGED2,5822,58200%$461.1K$414.0K-$47.2K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED2,5652,356+209+9%$420.7K$411.2K-$9.5K2026-10-26
Sensible Money, LLC
INCREASED2,5422,537+5+0%$453.2K$407.6K-$45.5K2026-10-20
Essex LLC
INCREASED2,5302,080+450+22%$371.5K$405.6K+$34.1K2026-10-14
Prosperity Planning, Inc.
INCREASED2,5012,238+263+12%$399.7K$401.0K+$1.3K2026-10-09
Renasant Bank
UNCHANGED2,5002,50000%$446.5K$400.8K-$45.7K2026-11-05
Roberts Financial Services LLC
DECREASED2,4572,652-195-7%$473.7K$394.0K-$79.7K2026-10-23
21 West Wealth Management LLC
UNCHANGED2,4322,43200%$434.4K$389.9K-$44.4K2026-10-13
Dynamic Advisor Solutions LLC
UNCHANGED2,4132,41300%$430.9K$386.9K-$44.0K2026-10-13
Gibbs Wealth Management
NEW2,408—+2,408——$386.1K—2026-10-22
Central Bank & Trust Co
UNCHANGED2,3822,38200%$425.4K$381.9K-$43.5K2026-10-09
NTV Asset Management LLC
DECREASED2,3772,456-79-3%$438.6K$381.1K-$57.5K2026-10-23
Bestgate Wealth Advisors, LLC
UNCHANGED2,3532,35300%$420.2K$377.3K-$43.0K2026-10-13
YHB Investment Advisors, Inc.
UNCHANGED2,3462,34600%$419.0K$376.1K-$42.9K2026-10-08
Burke & Herbert Bank & Trust Co
UNCHANGED2,3302,33000%$416.1K$373.6K-$42.6K2026-11-02
Blackston Financial Advisory Group, LLC
DECREASED2,3282,772-444-16%$495.1K$373.2K-$121.8K2026-11-04
Simplicity Wealth,LLC
NEW2,326—+2,326——$372.9K—2026-10-23
LaFleur & Godfrey LLC
UNCHANGED2,3002,30000%$410.8K$368.8K-$42.0K2026-10-27
Ackerman Capital Advisors, LLC
UNCHANGED2,3002,30000%$410.8K$368.8K-$42.0K2026-10-30
CFS Investment Advisory Services, LLC
INCREASED2,2851,823+462+25%$320.6K$374.7K+$54.0K2026-10-19
GC Wealth Management RIA, LLC
UNCHANGED2,2542,25400%$402.6K$361.4K-$41.2K2026-11-02
Clarity Asset Management, Inc.
INCREASED2,2532,248+5+0%$401.5K$361.2K-$40.3K2026-10-14
Warner Financial, Inc
INCREASED2,2492,247+2+0%$401.4K$360.6K-$40.7K2026-11-06
Essential Planning, Llc.
UNCHANGED2,2292,22900%$398.1K$357.4K-$40.7K2026-10-21
Verdence Capital Advisors LLC
INCREASED2,2242,222+2+0%$396.8K$356.5K-$40.3K2026-10-26
Rainey & Randall Wealth Advisors Inc.
UNCHANGED2,2152,21500%$395.6K$355.1K-$40.5K2026-10-26
Evergreen Private Wealth LLC
INCREASED2,2052,062+143+7%$368.3K$353.6K-$14.8K2026-10-30
Pioneer Trust Bank N A
UNCHANGED2,2002,20000%$392.9K$352.7K-$40.2K2026-11-06
Summit Financial Strategies, Inc.
DECREASED2,1972,224-27-1%$397.2K$352.2K-$45.0K2026-10-14
Blue Trust, Inc.
INCREASED2,1911,290+901+70%$230.4K$351.3K+$120.9K2026-10-15
Sterling Investment Counsel, LLC
DECREASED2,1912,196-50%$392.3K$351.4K-$40.9K2026-10-19
Sapient Capital LLC
INCREASED2,1841,312+872+66%$234.3K$350.2K+$115.8K2026-10-08
Trust Co of Vermont
UNCHANGED2,1682,16800%$387.2K$347.6K-$39.6K2026-10-21
Kohmann Bosshard Financial Services, LLC
UNCHANGED2,1502,15000%$384.0K$344.7K-$39.3K2026-11-04
CRA Financial Services, LLC
UNCHANGED2,1002,10000%$375.1K$336.7K-$38.4K2026-10-16
Armstrong, Fleming & Moore, Inc
UNCHANGED2,0332,03300%$363.1K$326.0K-$37.1K2026-10-28
Equity Wealth Partners, LLC
UNCHANGED2,0312,03100%$362.8K$325.7K-$37.1K2026-10-26
Capital Investment Advisors, LLC
DECREASED2,0082,343-335-14%$418.5K$322.0K-$96.5K2026-10-22
Manchester Capital Management LLC
UNCHANGED2,0002,00000%$357.2K$320.7K-$36.5K2026-10-22
Apollon Financial, LLC
UNCHANGED2,0002,00000%$357.2K$320.7K-$36.5K2026-10-23
Sigma Investment Counselors Inc
NEW1,992—+1,992——$319.4K—2026-10-27
Perigon Wealth Management, LLC
INCREASED1,9911,799+192+11%$321.3K$319.3K-$2.0K2026-10-22
Brighton Jones LLC
INCREASED1,9681,709+259+15%$305.2K$315.6K+$10.4K2026-11-03
Marin Bay Wealth Advisors, LLC
UNCHANGED1,9661,96600%$351.2K$315.3K-$35.9K2026-10-28
Compton Wealth Advisory Group, LLC
UNCHANGED1,9551,95500%$346.5K$314.9K-$31.6K2026-10-13
Congress Asset Management Co
NEW1,942—+1,942——$311.4K—2026-10-06
Financial Solutions Advisory Group, Inc.
UNCHANGED1,9311,93100%$337.8K$307.0K-$30.9K2026-10-28
Florida Trust Wealth Management Co
UNCHANGED1,9201,92000%$342.9K$307.8K-$35.1K2026-11-05
Wedbush Securities Inc
DECREASED1,9132,022-109-5%$361.0K$307-$360.7K2026-10-22
Northern Lights Advisors, Inc.
INCREASED1,8771,876+1+0%$335.1K$301.0K-$34.1K2026-10-21
Confluence Wealth Services, Inc.
UNCHANGED1,8661,86600%$333.3K$299.2K-$34.1K2026-11-05
Sentinel Advisory Group, LLC
UNCHANGED1,8611,86100%$332.4K$298.4K-$34.0K2026-10-20
Optimist Retirement Group LLC
INCREASED1,8531,849+4+0%$330.2K$297.1K-$33.1K2026-10-30
Bensler, LLC
UNCHANGED1,8521,85200%$330.8K$297.0K-$33.8K2026-11-05
Intrua Financial, LLC
UNCHANGED1,8451,84500%$329.5K$295.8K-$33.7K2026-10-28
Gen-Wealth Partners Inc
UNCHANGED1,8331,83300%$327.4K$293.9K-$33.5K2026-11-04
Paragon Capital Management Ltd
UNCHANGED1,8311,83100%$327.0K$293.6K-$33.5K2026-10-09
Net Worth Advisory Group
INCREASED1,8221,775+47+3%$316.9K$293.4K-$23.5K2026-10-20
Vann Equity Management LLC
INCREASED1,7921,767+25+1%$315.5K$287.3K-$28.2K2026-10-08
RFG Advisory, LLC
DECREASED1,7821,906-124-7%$340.3K$285.7K-$54.6K2026-11-03
Valley National Advisers Inc
UNCHANGED1,7801,78000%$317.9K$285.4K-$32.5K2026-10-23
Convergence Financial, LLC
NEW1,766—+1,766——$283.1K—2026-10-27
PFG Private Wealth Management, LLC
UNCHANGED1,7661,76600%$315.4K$283.1K-$32.3K2026-10-15
AdvisorNet Financial, Inc
DECREASED1,7401,814-74-4%$324.0K$276.9K-$47.1K2026-10-15
Capital Investment Counsel, LLC
UNCHANGED1,7281,72800%$308.6K$277.1K-$31.6K2026-10-14
Sage Financial Management Group, Inc.
UNCHANGED1,7091,70900%$305.2K$274.0K-$31.2K2026-11-06
BAR Harbor Wealth Management
DECREASED1,6681,677-9-1%$299.5K$267.4K-$32.1K2026-10-21
Eagle Strategies LLC
DECREASED1,6661,671-50%$298.5K$267.2K-$31.4K2026-10-16
Orba Wealth Advisors, L.L.C.
INCREASED1,6301,247+383+31%$222.7K$261.3K+$38.6K2026-10-23
OpenArc Corporate Advisory, LLC
NEW1,614—+1,614——$258.8K—2026-10-21
Eastern Bank
INCREASED1,610940+670+71%$167.9K$258.1K+$90.2K2026-10-05
Synergy Asset Management, LLC
INCREASED1,6001,571+29+2%$280.6K$256.5K-$24.1K2026-11-05
Heritage Investors Management Corp
UNCHANGED1,6001,60000%$286.0K$257-$285.7K2026-10-29
Segment Wealth Management, LLC
UNCHANGED1,6001,60000%$285.8K$256.5K-$29.2K2026-10-26
Balboa Wealth Partners
INCREASED1,5991,584+15+1%$282.9K$256.4K-$26.5K2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED1,5971,296+301+23%$231.5K$256.1K+$24.6K2026-11-05
Flagstar Securities, Inc
INCREASED1,5901,582+8+1%$282.7K$254.9K-$27.8K2026-10-15
Twelve Points Wealth Management LLC
DECREASED1,5601,561-10%$278.8K$256.4K-$22.4K2026-11-03
Ritholtz Wealth Management
INCREASED1,5391,452+87+6%$259.4K$246.7K-$12.7K2026-11-05
Verity Asset Management, Inc.
DECREASED1,5265,043-3,517-70%$901.1K$245.1K-$656.0K2026-10-30
Decision Investments, Inc
UNCHANGED1,5261,52600%$272.5K$244.7K-$27.9K2026-10-07
IFG Advisors, LLC
INCREASED1,5101,509+1+0%$269.5K$242.2K-$27.4K2026-10-15
Tranquility Partners, LLC
UNCHANGED1,5061,50600%$269.0K$241.5K-$27.5K2026-10-20
Cutler Investment Counsel LLC
INCREASED1,5021,499+3+0%$267.8K$240.8K-$27.0K2026-10-28
Portside Wealth Group, LLC
NEW1,497—+1,497——$240.1K—2026-10-20
Garde Capital, Inc.
UNCHANGED1,4771,47700%$263.8K$236.8K-$27.0K2026-10-29
Cooper S Advisors, LLC
UNCHANGED1,4721,47200%$262.9K$236.0K-$26.9K2026-11-03
Amplius Wealth Advisors, LLC
DECREASED1,4582,066-608-29%$369.0K$233.8K-$135.2K2026-10-20
Cornell Pochily Investment Advisors, Inc.
INCREASED1,4581,457+1+0%$260.2K$233.8K-$26.4K2026-10-19
Ascent Group, LLC
UNCHANGED1,4571,45700%$260.3K$233.6K-$26.6K2026-10-30
Breachway Investments LLC
UNCHANGED1,4551,45500%$259.9K$233.3K-$26.6K2026-10-19
BridgePort Financial Solutions, LLC
INCREASED1,4531,225+228+19%$218.9K$233.0K+$14.2K2026-11-02
Earned Wealth Advisors, LLC
DECREASED1,4501,453-30%$259.5K$232.5K-$27.0K2026-11-06
Hoxton Planning & Management, LLC
DECREASED1,4491,504-55-4%$268.6K$232.3K-$36.3K2026-10-15
Security Financial Services, Inc.
UNCHANGED1,4401,44000%$257.2K$230.9K-$26.3K2026-10-29
Noble Family Wealth, LLC
UNCHANGED1,4321,43200%$255.8K$229.6K-$26.2K2026-10-26
Freedom Day Solutions, LLC
DECREASED1,4171,446-29-2%$258.3K$227.2K-$31.1K2026-10-20
D.B. Root & Company, LLC
UNCHANGED1,4121,41200%$252.1K$226.3K-$25.8K2026-11-04
Terril Brothers, Inc.
UNCHANGED1,3981,39800%$249.7K$224.1K-$25.5K2026-11-06
TCI Wealth Advisors, Inc.
NEW1,394—+1,394——$223.5K—2026-10-30
Three Seasons Wealth, LLC
DECREASED1,38910,129-8,740-86%$1.8M$222.7K-$1.6M2026-11-03
B. Riley Wealth Advisors, Inc.
NEW1,383—+1,383——$221.7K—2026-10-13
Allodium Investment Consultants, LLC
UNCHANGED1,3791,37900%$246.3K$221.1K-$25.2K2026-10-14
Silverlake Wealth Management LLC
INCREASED1,3431,342+1+0%$239.8K$215.3K-$24.5K2026-10-21
Cahaba Wealth Management, Inc.
INCREASED1,3241,316+8+1%$235.1K$212.3K-$22.8K2026-10-26
Equitable Trust Co
INCREASED1,3221,310+12+1%$234.0K$212.0K-$22.0K2026-10-13
Fee-Only Financial Planning, L.C.
UNCHANGED1,3201,32000%$235.8K$211.6K-$24.1K2026-10-23
Anchor Capital Advisors LLC
INCREASED1,3181,313+5+0%$234.5K$211.3K-$23.2K2026-11-05
Larson Financial Group LLC
UNCHANGED1,3051,30500%$233.0K$209.3K-$23.7K2026-11-05
Russell Investments Group, Ltd.
INCREASED1,3041,149+155+13%$205.2K$209.1K+$3.9K2026-11-06
Strategic Blueprint, LLC
DECREASED1,2781,287-9-1%$229.9K$205.0K-$24.9K2026-10-22
Childress Capital Advisors, LLC
UNCHANGED1,2771,27700%$228.1K$204.7K-$23.3K2026-10-28
Clear Trail Advisors, LLC
UNCHANGED1,2611,26100%$225.2K$202.2K-$23.0K2026-10-20
Ferguson Wellman Capital Management, Inc
UNCHANGED1,2591,25900%$224.9K$201.9K-$23.0K2026-10-05
Summit Wealth Group LLC / Co
UNCHANGED1,2551,25500%$224.1K$201.2K-$22.9K2026-10-29
Alpine Bank Wealth Management
UNCHANGED1,2501,25000%$223.3K$200.4K-$22.8K2026-10-16
Apella Capital, LLC
NEW1,244—+1,244——$201.0K—2026-10-08
Piedmont Capital Management, LLC
DECREASED1,2091,217-8-1%$217.4K$193.8K-$23.5K2026-10-21
Financial Freedom, LLC
INCREASED1,1931,190+3+0%$212.5K$191.2K-$21.3K2026-11-06
Laurel Wealth Advisors LLC
NEW1,150—+1,150——$184.4K—2026-10-27
Assetmark, Inc
INCREASED1,133468+665+142%$83.6K$181.7K+$98.1K2026-10-21
Transce3nd, LLC
NEW1,095—+1,095——$177.5K—2026-10-26
Central Trust Co
UNCHANGED1,0761,07600%$192.2K$172.5K-$19.7K2026-11-05
Financial Consulate, Inc
UNCHANGED1,0731,07300%$191.6K$172.0K-$19.6K2026-10-23
United Community Bank
UNCHANGED1,0471,04700%$187.0K$167.9K-$19.1K2026-10-28
Community Financial Services Group, LLC
UNCHANGED1,0231,02300%$181.3K$164.8K-$16.5K2026-10-15
Duncker Streett & Co Inc
UNCHANGED1,0071,00700%$179.9K$161.5K-$18.4K2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED1,0001,00000%$177.1K$161.1K-$16.0K2026-10-16
Security National Bank
UNCHANGED95495400%$170.4K$153.0K-$17.4K2026-10-26
MV Capital Management, Inc.
DECREASED927928-10%$165.7K$148.6K-$17.1K2026-10-29
Latitude Advisors, LLC
NEW919—+919——$147.3K—2026-10-27
Mechanics Financial Corp
UNCHANGED91691600%$163.6K$146.9K-$16.7K2026-11-05
Evermay Wealth Management LLC
UNCHANGED91391300%$163.1K$146.4K-$16.7K2026-11-05
Chilton Capital Management LLC
UNCHANGED80080000%$142.9K$128.3K-$14.6K2026-10-28
Gamma Investing LLC
UNCHANGED76776700%$137.0K$123.0K-$14.0K2026-10-08
Friedenthal Financial
NEW712—+712——$114.2K—2026-10-27
Creative Financial Designs Inc
DECREASED6644,099-3,435-84%$732.1K$106.5K-$625.6K2026-11-04
MidAtlantic Capital Management, Inc.
NEW658—+658——$105.5K—2026-11-05
Atwood & Palmer Inc
UNCHANGED65865800%$117.5K$105.5K-$12.0K2026-10-08
Angeles Wealth Management, LLC
UNCHANGED63563500%$113.4K$101.8K-$11.6K2026-10-26
Financial Perspectives, Inc
INCREASED614610+4+1%$108.9K$98.5K-$10.5K2026-11-03
Gilpin Wealth Management, LLC
NEW610—+610——$97.8K—2026-10-09
Princeton Global Asset Management LLC
UNCHANGED61061000%$108.9K$97.8K-$11.1K2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED60360300%$107.7K$96.7K-$11.0K2026-11-04
First Financial Corp
UNCHANGED60060000%$107.2K$96.2K-$11.0K2026-10-13
Woodard & Co Asset Management Group Inc
UNCHANGED57057000%$101.8K$91.4K-$10.4K2026-11-03
Sunrise Financial Services, LLC
UNCHANGED56156100%$100.2K$89.9K-$10.3K2026-10-21
First United Bank & Trust
UNCHANGED55055000%$98.2K$88.2K-$10.0K2026-10-22
Kings Path Partners LLC
UNCHANGED54654600%$97.5K$87.5K-$10.0K2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED53653600%$95.7K$85.9K-$9.8K2026-11-05
MassMutual Private Wealth & Trust, FSB
INCREASED530340+190+56%$60.7K$85.0K+$24.3K2026-10-05
Monetary Solutions, Ltd
UNCHANGED52652600%$93.9K$84.3K-$9.6K2026-10-22
Country Trust Bank
UNCHANGED52452400%$93.6K$84.0K-$9.6K2026-10-30
Peachtree Investment Partners, LLC
UNCHANGED52152100%$93.0K$83.5K-$9.5K2026-11-05
Root Financial Partners, LLC
NEW515—+515——$82.6K—2026-10-21
Hilltop National Bank
UNCHANGED50050000%$89.3K$80.2K-$9.1K2026-10-14
Bullock Wealth Management Group
INCREASED472471+1+0%$83.5K$76.0K-$7.4K2026-10-09
Pinnacle Bancorp, Inc.
UNCHANGED47147100%$84.1K$75.5K-$8.6K2026-10-21
Acima Private Wealth, LLC
UNCHANGED47047000%$83.9K$75.4K-$8.6K2026-10-05
Concord Wealth Partners
UNCHANGED46646600%$83.3K$74.7K-$8.6K2026-11-02
Owl Creek Wealth Partners LLC
DECREASED446502-56-11%$89.7K$71.6K-$18.1K2026-10-20
Mainstream Capital Management LLC
NEW400—+400——$64.1K—2026-10-23
Citizens National Bank Trust Department
UNCHANGED40040000%$71.4K$64.1K-$7.3K2026-11-04
Montag A & Associates Inc
UNCHANGED40040000%$71.4K$64.1K-$7.3K2026-10-29
Powell Investment Advisors, LLC
UNCHANGED40040000%$71.4K$64.1K-$7.3K2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED392390+2+1%$68.6K$64.1K-$4.6K2026-11-04
Rossby Financial, LCC
NEW386—+386——$61.9K—2026-11-05
Insight Inv LLC
DECREASED386692-306-44%$123.6K$61.9K-$61.7K2026-10-27
Cedar Mountain Advisors, LLC
INCREASED382381+1+0%$68.1K$61.2K-$6.8K2026-10-15
Sima Wealth Partners, LLC
DECREASED375466-91-20%$83.3K$60.2K-$23.1K2026-10-19
Oakworth Capital, Inc.
UNCHANGED35835800%$63.9K$57.4K-$6.5K2026-10-26
Balance Wealth Partners LLC
NEW354—+354——$56.8K—2026-10-27
CoreCap Advisors, LLC
INCREASED347337+10+3%$60.2K$55.6K-$4.6K2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED340140+200+143%$25.0K$54.5K+$29.5K2026-10-23
Kentucky Trust Co
DECREASED3251,325-1,000-75%$236.6K$52.1K-$184.5K2026-10-15
Financial Network Wealth Advisors LLC
NEW322—+322——$51.6K—2026-10-28
GGM Financial LLC
INCREASED315314+1+0%$56.1K$50.5K-$5.6K2026-11-05
Ashton Thomas Securities, LLC
NEW314—+314——$50.3K—2026-10-26
Ashurst Perkins Coie Trust Co
UNCHANGED31231200%$55.7K$50.0K-$5.7K2026-10-15
Trust Co of Toledo NA
UNCHANGED30830800%$55.0K$49.4K-$5.6K2026-10-16
Edgemoor Investment Advisors, Inc.
NEW300—+300——$48.1K—2026-11-03
Caldwell Trust Co
UNCHANGED29629600%$52.9K$47.5K-$5.4K2026-10-30
Jacobi Capital Management LLC
NEW280—+280——$44.9K—2026-11-05
Independence Bank of Kentucky
UNCHANGED28028000%$50.0K$44.9K-$5.1K2026-10-26
Rydar Equities, Inc.
NEW278—+278——$45.0K—2026-10-13
Creative Capital Management Investments LLC
UNCHANGED27327300%$48.8K$43.8K-$5.0K2026-10-28
Horizons Wealth Management
NEW270—+270——$43.3K—2026-10-05
Spire Wealth Management
DECREASED257267-10-4%$47.7K$41.2K-$6.5K2026-10-30
CX Institutional
INCREASED247246+1+0%$44$40-$42026-10-02
UMB Private Wealth Management, LLC
NEW243—+243——$39.0K—2026-10-19
Legacy Bridge, LLC
UNCHANGED23623600%$42.2K$37.8K-$4.3K2026-10-28
Richardson Financial Services Inc.
UNCHANGED22422400%$40.0K$35.9K-$4.1K2026-10-30
Quaker Wealth Management, LLC
INCREASED221220+1+0%$39.3K$35.4K-$3.9K2026-10-22
Mosley Wealth Management
UNCHANGED22122100%$39.4K$35.6K-$3.8K2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED19419400%$34.6K$31.1K-$3.5K2026-10-05
Signaturefd, LLC
INCREASED17475+99+132%$13.4K$27.9K+$14.5K2026-10-23
Wolff Wiese Magana LLC
UNCHANGED17417400%$31.1K$27.9K-$3.2K2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED16916900%$30.2K$27.1K-$3.1K2026-10-20
Albion Financial Group
DECREASED162679-517-76%$121.3K$26.0K-$95.3K2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED16216200%$28.9K$26.0K-$3.0K2026-10-22
Community Bank, N.A.
UNCHANGED16016000%$28.6K$25.7K-$2.9K2026-11-06
True Wealth Design, LLC
UNCHANGED15015000%$26.8K$24.1K-$2.7K2026-10-13
Holos Integrated Wealth LLC
NEW143—+143——$22.8K—2026-10-23
Ascentis Independent Advisors
NEW142—+142——$22.8K—2026-11-03
Compass Financial Management LLC
UNCHANGED13013000%$23.3K$20.8K-$2.4K2026-10-30
Bank of New Hampshire
UNCHANGED12812800%$22.9K$20.5K-$2.3K2026-10-06
North Star Investment Management Corp.
UNCHANGED12712700%$22.7K$20.4K-$2.3K2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED12612600%$22.5K$20.2K-$2.3K2026-10-30
Wealth Enhancement Trust Services, Inc.
UNCHANGED11311300%$20.2K$18.1K-$2.1K2026-10-07
Cordgrass Capital Advisors, LLC
UNCHANGED11211200%$20.0K$18.0K-$2.0K2026-10-30
EPG Wealth Management LLC
UNCHANGED10810800%$19.3K$17.3K-$2.0K2026-11-03
Hughes Financial Services, LLC
UNCHANGED10510500%$18.8K$17.5K-$1.2K2026-10-30
Team Financial Group, LLC
NEW104—+104——$16.7K—2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED10410400%$18.6K$16.7K-$1.9K2026-10-16
Beacon Investment Advisory Services, Inc.
UNCHANGED10310300%$18.4K$16.5K-$1.9K2026-10-13
Register Financial Advisors LLC
UNCHANGED10110100%$18.0K$16.2K-$1.8K2026-10-23
Versant Capital Management, Inc
UNCHANGED10010000%$17.9K$16.0K-$1.8K2026-10-02
Brown, Lisle Ings, Inc.
UNCHANGED969600%$17.1K$15.4K-$1.8K2026-10-16
Moisand Fitzgerald Tamayo, LLC
UNCHANGED808000%$14.3K$12.8K-$1.5K2026-10-15
Barrett & Company, Inc.
UNCHANGED808000%$14.3K$12.8K-$1.5K2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED757500%$13.4K$12.0K-$1.4K2026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED707000%$12.5K$11.2K-$1.3K2026-11-02
Chung Wu Investment Group, LLC
UNCHANGED626200%$11.1K$9.9K-$1.1K2026-11-03
John Boyer, Inc.
NEW59—+59——$9.5K—2026-10-27
High Point Wealth Management, LLC
NEW54—+54——$8.7K—2026-11-05
United Financial Planning Group LLC
UNCHANGED525200%$9.3K$8.3K-$9502026-11-04
Cullen T Bankers, Inc.
DECREASED4871-23-32%$12.7K$7.7K-$5.0K2026-10-28
StrongBox Wealth, LLC
NEW47—+47——$7.5K—2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED383800%$6.8K$6.1K-$6942026-10-23
Main Street Group, LTD
UNCHANGED343400%$6.1K$5.5K-$6252026-10-28
McCarley & Cook Financial Planners
UNCHANGED343400%$6.1K$5.5K-$6212026-10-21
Archer Investment Corp
UNCHANGED303000%$5.3K$4.8K-$5332026-11-05
Townsend Asset Management Corp
UNCHANGED252500%$4.5K$4.1K-$4552026-10-29
Golden State Wealth Management, LLC
UNCHANGED212100%$3.8K$3.4K-$3842026-11-02
Armor Investment Advisors, LLC
UNCHANGED202000%$3.6K$3.2K-$3652026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED191900%$3.4K$3.0K-$3472026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1833-15-45%$5.9K$2.9K-$3.0K2026-10-14
Cape Investment Advisory, Inc.
INCREASED124+8+200%$714$1.9K+$1.2K2026-10-13
Fairman Group, LLC
UNCHANGED121200%$2.1K$1.9K-$2192026-10-26
Abound Wealth Management
UNCHANGED9900%$1.6K$1.5K-$1662026-10-26
Nova Financial LLC
NEW4—+4——$642—2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED4400%$1$1$02026-10-14
Cordatus Wealth Management LLC
CLOSED059,609-59,609-100%$10.6M$0-$10.6M2026-10-19
Wesbanco Bank Inc
CLOSED010,631-10,631-100%$1.9M$0-$1.9M2026-11-04
Essex Bank
CLOSED05,240-5,240-100%$935.9K$0-$935.9K2026-10-16
Dana Investment Advisors, Inc.
CLOSED04,339-4,339-100%$774.9K$0-$774.9K2026-11-06
TritonPoint Partners, LLC
CLOSED03,232-3,232-100%$577.2K$0-$577.2K2026-11-05
TBH Global Asset Management, LLC
CLOSED03,084-3,084-100%$550.8K$0-$550.8K2026-11-03
KPP Advisory Services LLC
CLOSED02,818-2,818-100%$503.3K$0-$503.3K2026-10-26
Integrated Advisors Network LLC
CLOSED01,892-1,892-100%$337.9K$0-$337.9K2026-10-20
Astra Wealth Partners LLC
CLOSED01,540-1,540-100%$275.0K$0-$275.0K2026-11-06
Eagle Bay Advisors LLC
CLOSED01,367-1,367-100%$244.2K$0-$244.2K2026-10-16
Turning Point Benefit Group, Inc.
CLOSED01,280-1,280-100%$228.6K$0-$228.6K2026-10-28
Axim Planning & Wealth
CLOSED01,263-1,263-100%$225.7K$0-$225.7K2026-10-28
Bryn Mawr Trust Advisors, LLC
CLOSED01,241-1,241-100%$221.7K$0-$221.7K2026-11-04
Acorn Financial Advisory Services Inc
CLOSED01,237-1,237-100%$220.9K$0-$220.9K2026-11-02
Cambridge Capital Management, LLC
CLOSED01,230-1,230-100%$219.7K$0-$219.7K2026-10-19
First Security Investment Management, Inc.
CLOSED01,224-1,224-100%$218.7K$0-$218.7K2026-11-05
Badgley Phelps Wealth Managers, LLC
CLOSED01,222-1,222-100%$218.2K$0-$218.2K2026-10-22
Mainsail Asset Management, LLC
CLOSED01,209-1,209-100%$209.0K$0-$209.0K2026-10-14
Lionshead Wealth Management, LLC
CLOSED01,200-1,200-100%$214.3K$0-$214.3K2026-10-21
First Citizens Asset Management, Inc.
CLOSED01,196-1,196-100%$213.6K$0-$213.6K2026-11-06
Rockland Trust Co
CLOSED01,193-1,193-100%$213.1K$0-$213.1K2026-10-05
Quadrant Capital Group LLC
CLOSED01,185-1,185-100%$211.6K$0-$211.6K2026-10-20
Valued Retirements, Inc.
CLOSED01,166-1,166-100%$208.2K$0-$208.2K2026-11-06
Compass Financial Group, Inc. (Ohio)
CLOSED01,166-1,166-100%$208.2K$0-$208.2K2026-10-19
CFM Wealth Partners LLC
CLOSED01,156-1,156-100%$206.5K$0-$206.5K2026-11-05
Thrive Wealth Management, LLC
CLOSED01,147-1,147-100%$204.9K$0-$204.9K2026-10-13
Uptick Partners, LLC
CLOSED01,147-1,147-100%$204.8K$0-$204.8K2026-11-04
Sage Financial Group Inc
CLOSED01,125-1,125-100%$201.0K$0-$201.0K2026-10-27
Valmark Advisers, Inc.
CLOSED01,122-1,122-100%$200.3K$0-$200.3K2026-11-06
Institute for Wealth Management, Llc.
CLOSED01,120-1,120-100%$199.9K$0-$199.9K2026-11-06
Salem Investment Counselors Inc
CLOSED0486-486-100%$86.8K$0-$86.8K2026-10-13
BankPlus Trust Department
CLOSED0411-411-100%$73.4K$0-$73.4K2026-11-06
Robinswood Financial LLC
CLOSED0350-350-100%$62.5K$0-$62.5K2026-10-20
Gill Capital Partners, LLC
CLOSED0188-188-100%$33.6K$0-$33.6K2026-10-13
Coastline Trust Co
CLOSED0144-144-100%$25.7K$0-$25.7K2026-10-01
Tucker Asset Management LLC
CLOSED0109-109-100%$19.5K$0-$19.5K2026-10-29
International Assets Investment Management, LLC
CLOSED097-97-100%$17.1K$0-$17.1K2026-11-02
Activest Wealth Management
CLOSED044-44-100%$7.9K$0-$7.9K2026-10-15
Cornerstone Planning Group LLC
CLOSED025-25-100%$4.3K$0-$4.3K2026-10-16
Provenance Wealth Advisors, LLC
CLOSED03-3-100%$536$0-$5362026-10-30
Morgan Stanley
N/A—3,174,467-3,174,467-100%$567.0M———
Bank of America Corp
N/A—2,049,349-2,049,349-100%$366.0M———
FMR LLC
N/A—1,862,555-1,862,555-100%$332.7M———
Brown Advisory Inc
N/A—1,119,852-1,119,852-100%$200.0M———
Wells Fargo & Company
N/A—1,094,482-1,094,482-100%$195.5M———
UBS Group AG
N/A—919,460-919,460-100%$164.2M———
Northwestern Mutual Wealth Management Co
N/A—764,942-764,942-100%$136.6M———
Raymond James Financial Inc
N/A—552,733-552,733-100%$98.7M———
M&T Bank Corp
N/A—503,632-503,632-100%$89.9M———
JPMorgan Chase & Co
N/A—433,131-433,131-100%$76.5M———
Ameriprise Financial Inc
N/A—408,157-408,157-100%$72.9M———
HighTower Advisors, LLC
N/A—362,011-362,011-100%$64.7M———
Glenmede Trust Co NA
N/A—351,350-351,350-100%$62.8M———
Royal Bank of Canada
N/A—335,412-335,412-100%$59.9M———
Osaic Holdings, Inc.
N/A—308,932-308,932-100%$55.2M———
Cerity Partners LLC
N/A—300,536-300,536-100%$53.7M———
Envestnet Asset Management Inc
N/A—282,475-282,475-100%$50.4M———
Jones Financial Companies Lllp
N/A—259,022-259,022-100%$45.7M———
Moneta Group Investment Advisors LLC
N/A—229,363-229,363-100%$41.0M———
Captrust Financial Advisors
N/A—204,482-204,482-100%$36.5M———
Arax Advisory Partners
N/A—199,352-199,352-100%$35.6M———
Cetera Investment Advisers
N/A—176,832-176,832-100%$31.6M———
Focus Partners Wealth
N/A—175,674-175,674-100%$31.4M———
Mariner, LLC
N/A—164,793-164,793-100%$29.4M———
Vestmark Advisory Solutions, Inc.
N/A—139,080-139,080-100%$24.8M———
Rockefeller Capital Management L.P.
N/A—132,675-132,675-100%$23.7M———
Pacific Life Fund Advisors LLC
N/A—131,406-131,406-100%$23.5M———
Pinnacle Financial Partners, Inc.
N/A—128,295-128,295-100%$22.9M———
United Capital Financial Advisors, LLC
N/A—124,135-124,135-100%$22.2M———
Stifel Financial Corp
N/A—122,895-122,895-100%$22.0M———
MAI Capital Management
N/A—101,601-101,601-100%$18.1M———
Palisades Hudson Asset Management, L.P.
N/A—96,350-96,350-100%$17.2M———
Texas Yale Capital Corp.
N/A—94,971-94,971-100%$17.0M———
Equitable Holdings, Inc.
N/A—88,324-88,324-100%$15.8M———
Cresset Asset Management, LLC
N/A—86,561-86,561-100%$15.5M———
MML Investors Services, LLC
N/A—84,506-84,506-100%$15.1M———
Goldman Sachs Group Inc
N/A—81,033-81,033-100%$14.5M———
Pathstone Holdings, LLC
N/A—75,202-75,202-100%$13.4M———
Baird Financial Group, Inc.
N/A—72,593-72,593-100%$13.0M———
Financial Engines Advisors L.L.C.
N/A—69,248-69,248-100%$12.4M———
Steward Partners Investment Advisory, LLC
N/A—66,055-66,055-100%$11.8M———
Mercer Global Advisors Inc
N/A—65,824-65,824-100%$11.8M———
Franklin Resources Inc
N/A—63,999-63,999-100%$11.4M———
Susquehanna International Group, LLP
N/A—61,082-61,082-100%$10.9M———
Financial Advisors Network, Inc.
N/A—60,086-60,086-100%$10.7M———
Blue Edge Capital, LLC
N/A—44,864-44,864-100%$8.0M———
Peapack Gladstone Financial Corp
N/A—40,897-40,897-100%$7.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—39,658-39,658-100%$7.1M———
Arkadios Wealth Advisors
N/A—37,336-37,336-100%$6.7M———
Bank of Montreal
N/A—36,780-36,780-100%$6.6M———
Azimuth Capital Investment Management LLC
N/A—36,670-36,670-100%$6.5M———
SOA Wealth Advisors, Llc.
N/A—35,464-35,464-100%$6.3M———
Asset Management Group, Inc.
N/A—35,060-35,060-100%$6.3M———
Janney Montgomery Scott LLC
N/A—33,140-33,140-100%$5.9M———
Private Advisor Group, LLC
N/A—32,879-32,879-100%$5.9M———
Natixis Advisors, LLC
N/A—29,291-29,291-100%$5.2M———
Northern Trust Corp
N/A—28,943-28,943-100%$5.2M———
&partners
N/A—28,704-28,704-100%$5.1M———
Belpointe Asset Management LLC
N/A—28,544-28,544-100%$5.1M———
NewEdge Advisors, LLC
N/A—28,261-28,261-100%$5.0M———
Beacon Pointe Advisors, LLC
N/A—25,824-25,824-100%$4.6M———
Sanctuary Advisors, LLC
N/A—22,903-22,903-100%$4.1M———
Pacific SUN Financial Corp
N/A—22,596-22,596-100%$4.0M———
M1 Capital Management LLC
N/A—21,904-21,904-100%$3.9M———
Tobias Financial Advisors, Inc.
N/A—21,232-21,232-100%$3.8M———
Huntington National Bank
N/A—21,028-21,028-100%$3.8M———
Integrated Wealth Concepts LLC
N/A—20,979-20,979-100%$3.7M———
Bluespring Wealth Management, LLC
N/A—20,280-20,280-100%$3.6M———
Quotient Wealth Partners, LLC
N/A—19,199-19,199-100%$3.4M———
Broadview Financial Management, LLC
N/A—18,931-18,931-100%$3.4M———
Cypress Capital Management LLC (WY)
N/A—18,843-18,843-100%$3.4M———
Jane Street Group, LLC
N/A—18,014-18,014-100%$3.2M———
Quantinno Capital Management LP
N/A—16,890-16,890-100%$3.0M———
Harbor Advisory Corp
N/A—16,685-16,685-100%$3.0M———
NorthRock Partners, LLC
N/A—16,329-16,329-100%$2.9M———
One Capital Management, LLC
N/A—15,996-15,996-100%$2.3M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—15,679-15,679-100%$2.8M———
MidFirst Bank
N/A—15,594-15,594-100%$2.8M———
OneDigital Investment Advisors LLC
N/A—15,589-15,589-100%$2.8M———
World Investment Advisors
N/A—15,581-15,581-100%$2.3M———
Global Retirement Partners, LLC
N/A—15,374-15,374-100%$2.7M———
Tiemann Investment Advisors, LLC
N/A—14,973-14,973-100%$2.7M———
EP Wealth Advisors, LLC
N/A—14,383-14,383-100%$2.6M———
Advisory Services Network, LLC
N/A—13,359-13,359-100%$2.4M———
Alliancebernstein L.P.
N/A—13,259-13,259-100%$1.9M———
Blair William & Co
N/A—13,154-13,154-100%$2.3M———
Thomasville National Bank
N/A—13,096-13,096-100%$2.3M———
Becker Capital Management Inc
N/A—12,801-12,801-100%$2.3M———
Regal Investment Advisors LLC
N/A—12,328-12,328-100%$2.2M———
Novak & Powell Financial Services, Inc.
N/A—11,852-11,852-100%$2.1M———
Sovereign Investment Advisors, LLC
N/A—11,684-11,684-100%$2.1M———
AQR Capital Management LLC
N/A—11,537-11,537-100%$2.1M———
BFC Planning, Inc.
N/A—11,518-11,518-100%$2.1M———
BlackRock, Inc.
N/A—11,176-11,176-100%$2.0M———
Ballentine Partners, LLC
N/A—11,116-11,116-100%$2.0M———
Whittier Trust Co
N/A—10,774-10,774-100%$1.9M———
LGL Partners, LLC
N/A—10,608-10,608-100%$1.9M———
CIBC Bancorp USA Inc.
N/A—10,303-10,303-100%$1.8M———
Waverly Advisors, LLC
N/A—10,258-10,258-100%$1.8M———
Alesco Advisors, LLC, An ESL Co
N/A—10,230-10,230-100%$1.8M———
Ritter Daniher Financial Advisory LLC / de
N/A—10,132-10,132-100%$1.8M———
Whittier Trust Co of Nevada Inc
N/A—9,845-9,845-100%$1.7M———
Wealthspire Advisors, LLC
N/A—9,690-9,690-100%$1.7M———
Mutual Advisors, LLC
N/A—9,469-9,469-100%$1.7M———
PSI Advisors, LLC
N/A—9,279-9,279-100%$1.7M———
Keystone Financial Group
N/A—9,159-9,159-100%$1.6M———
Pacific Financial Group Inc
N/A—9,057-9,057-100%$1.6M———
EFG International AG
N/A—8,860-8,860-100%$1.6M———
IHT Wealth Management, LLC
N/A—8,680-8,680-100%$1.6M———
AFT, Forsyth & Company, Inc.
N/A—8,679-8,679-100%$1.6M———
Financial Alternatives, Inc
N/A—8,407-8,407-100%$1.5M———
Commerce Bank
N/A—8,349-8,349-100%$1.5M———
Bragg Financial Advisors, Inc
N/A—8,283-8,283-100%$1.5M———
Ruggaard & Associates LLC
N/A—8,212-8,212-100%$1.5M———
Peregrine Asset Advisers, Inc.
N/A—8,099-8,099-100%$1.4M———
Citadel Advisors LLC
N/A—7,898-7,898-100%$1.4M———
RWA Wealth Partners, LLC
N/A—7,802-7,802-100%$1.4M———
Rosenblum Silverman Sutton S F Inc
N/A—7,653-7,653-100%$1.4M———
Hutchinson Capital Management
N/A—7,465-7,465-100%$1.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,300-7,300-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—7,144-7,144-100%$1.3M———
Stephens Inc
N/A—7,035-7,035-100%$1.3M———
Johnson Investment Counsel Inc
N/A—6,966-6,966-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—6,954-6,954-100%$1.2M———
Sequent Asset Management, LLC
N/A—6,877-6,877-100%$1.2M———
Essex Financial Services, Inc.
N/A—6,864-6,864-100%$1.2M———
Tower Research Capital LLC (TRC)
N/A—6,830-6,830-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—6,511-6,511-100%$1.2M———
O'shaughnessy Asset Management, LLC
N/A—6,371-6,371-100%$1.1M———
Principal Securities, Inc.
N/A—6,181-6,181-100%$1.1M———
Prospect Financial Services LLC
N/A—6,053-6,053-100%$1.1M———
TAGStone Capital, Inc.
N/A—5,132-5,132-100%$916.5K———
Sequoia Financial Advisors, LLC
N/A—5,122-5,122-100%$914.8K———
Cary Street Partners Financial LLC
N/A—4,977-4,977-100%$888.8K———
GTS Securities LLC
N/A—4,917-4,917-100%$878.2K———
Main Street Financial Solutions, LLC
N/A—4,860-4,860-100%$868.0K———
Bradley Foster & Sargent Inc
N/A—4,802-4,802-100%$857.6K———
Operose Advisors LLC
N/A—4,707-4,707-100%$840.7K———
Performance Wealth Partners, LLC
N/A—4,622-4,622-100%$825.5K———
Nwam LLC
N/A—4,586-4,586-100%$819.0K———
Axis Wealth Partners, LLC
N/A—4,528-4,528-100%$808.7K———
Front Row Advisors LLC
N/A—4,490-4,490-100%$792.1K———
Simmons Bank
N/A—4,488-4,488-100%$801.6K———
XTX Topco Ltd
N/A—4,426-4,426-100%$790.5K———
Callan Family Office, LLC
N/A—4,414-4,414-100%$788.3K———
FAS Wealth Partners, Inc.
N/A—4,352-4,352-100%$777.2K———
First Trust Advisors LP
N/A—4,147-4,147-100%$740.6K———
IEQ Capital, LLC
N/A—4,025-4,025-100%$718.9K———
IFG Advisory, LLC
N/A—3,967-3,967-100%$708.5K———
Great Valley Advisor Group, Inc.
N/A—3,933-3,933-100%$702.5K———
Godfrey Financial Associates, Inc.
N/A—3,911-3,911-100%$698.5K———
Capital Analysts, LLC
N/A—3,863-3,863-100%$678.0K———
Vickerman Investment Advisors, Inc.
N/A—3,848-3,848-100%$687.3K———
Bartlett & Co. Wealth Management LLC
N/A—3,837-3,837-100%$685.3K———
Geneos Wealth Management Inc.
N/A—3,795-3,795-100%$677.8K———
Hyundai Investments Co., Ltd.
N/A—3,700-3,700-100%$653.9K———
Western Wealth Management, LLC
N/A—3,627-3,627-100%$647.9K———
Z3 Capital Partners, LLC
N/A—3,626-3,626-100%$647.6K———
Dearborn Partners LLC
N/A—3,563-3,563-100%$528.4K———
UBS Asset Management Americas LLC
N/A—3,559-3,559-100%$635.6K———
Two Sigma Securities, LLC
N/A—3,550-3,550-100%$634.0K———
Roble, Belko & Company, Inc
N/A—3,530-3,530-100%$630.0K———
Everstar Asset Management, LLC
N/A—3,525-3,525-100%$629.6K———
Wellspring Financial Advisors, LLC
N/A—3,510-3,510-100%$626.9K———
Pitcairn Wealth Advisors LLC
N/A—3,500-3,500-100%$625.1K———
Rehmann Capital Advisory Group
N/A—3,466-3,466-100%$619.2K———
Ameritas Advisory Services, LLC
N/A—3,392-3,392-100%$605.8K———
Bridges Investment Management Inc
N/A—3,340-3,340-100%$596.5K———
Glen Eagle Advisors, LLC
N/A—3,254-3,254-100%$581.2K———
Allium Financial Advisors, LLC
N/A—3,189-3,189-100%$569.6K———
First Western Trust Bank
N/A—3,042-3,042-100%$543.3K———
Meramec Financial Planners, LLC
N/A—3,008-3,008-100%$519.1K———
Neuberger Berman Group LLC
N/A—2,983-2,983-100%$532.8K———
Pure Financial Advisors, LLC
N/A—2,915-2,915-100%$520.6K———
Summit Financial, LLC
N/A—2,843-2,843-100%$507.7K———
Jacobs Equity LLC
N/A—2,839-2,839-100%$507.0K———
Transcend Capital Advisors, LLC
N/A—2,799-2,799-100%$500.0K———
Park Place Capital Corp
N/A—2,789-2,789-100%$498.1K———
Stonebridge Financial Group, LLC / MO
N/A—2,685-2,685-100%$479.5K———
All Terrain Financial Advisors, LLC
N/A—2,669-2,669-100%$476.7K———
Waterloo Capital, L.P.
N/A—2,664-2,664-100%$475.8K———
Argent Trust Co
N/A—2,657-2,657-100%$474.5K———
Composition Wealth, LLC
N/A—2,523-2,523-100%$450.7K———
Rothschild Investment LLC
N/A—2,471-2,471-100%$441.3K———
Betterment LLC
N/A—2,459-2,459-100%$439.0K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—2,455-2,455-100%$438.4K———
Harbour Investments, Inc.
N/A—2,447-2,447-100%$437.1K———
Coastal Bridge Advisors, LLC
N/A—2,420-2,420-100%$432.2K———
Vanguard National Trust Co
N/A—2,371-2,371-100%$423.5K———
National Bank of Canada
N/A—2,363-2,363-100%$422.0K———
Spirepoint Private Client, LLC
N/A—2,336-2,336-100%$417.2K———
Advisory Alpha, LLC
N/A—2,305-2,305-100%$411.9K———
Heritage Wealth Advisors
N/A—2,288-2,288-100%$408.6K———
Cedarwood Wealth LLC
N/A—2,221-2,221-100%$396.8K———
Insigneo Advisory Services, LLC
N/A—2,210-2,210-100%$394.7K———
Goodwin Investment Advisory
N/A—2,189-2,189-100%$391.0K———
Cozad Asset Management Inc
N/A—2,155-2,155-100%$384.9K———
Chokshi & Queen Wealth Advisors, Inc
N/A—2,136-2,136-100%$381.5K———
WealthTrust Axiom LLC
N/A—2,035-2,035-100%$363.5K———
GWN Securities Inc.
N/A—2,022-2,022-100%$361.1K———
Snowden Capital Advisors LLC
N/A—2,009-2,009-100%$358.8K———
Fortis Capital Management LLC
N/A—1,939-1,939-100%$346.3K———
Focus Partners Advisor Solutions, LLC
N/A—1,911-1,911-100%$341.3K———
Stratos Wealth Advisors, LLC
N/A—1,907-1,907-100%$340.8K———
Ameritas Investment Partners, Inc.
N/A—1,860-1,860-100%$332.2K———
Cahill Financial Advisors Inc
N/A—1,825-1,825-100%$325.9K———
Vawter Financial, Ltd.
N/A—1,824-1,824-100%$325.7K———
Motco
N/A—1,767-1,767-100%$315.6K———
Oak Wealth Advisors LLC
N/A—1,750-1,750-100%$312.6K———
Alteri Wealth LLC
N/A—1,750-1,750-100%$312.6K———
Modern Wealth Management, LLC
N/A—1,678-1,678-100%$299.7K———
QRG Capital Management, Inc.
N/A—1,669-1,669-100%$298.1K———
Independent Advisor Alliance
N/A—1,666-1,666-100%$297.5K———
Curi Capital, LLC
N/A—1,659-1,659-100%$296.3K———
Beaton Management Co. Inc.
N/A—1,640-1,640-100%$293.0K———
Coldstream Capital Management Inc
N/A—1,640-1,640-100%$292.9K———
Burling Wealth Partners, LLC
N/A—1,636-1,636-100%$292.2K———
Tulsa Wealth Advisors, Inc
N/A—1,601-1,601-100%$286.0K———
Financial Life Planners
N/A—1,583-1,583-100%$282.7K———
PFG Investments, LLC
N/A—1,535-1,535-100%$274.2K———
SouthState Bank Corp
N/A—1,469-1,469-100%$262.4K———
NewEdge Wealth, LLC
N/A—1,451-1,451-100%$259.2K———
WJ Financial Advisors LLC
N/A—1,420-1,420-100%$253.6K———
Redwood Investment Management, LLC
N/A—1,418-1,418-100%$253.0K———
Mosaic Family Wealth Partners, LLC
N/A—1,408-1,408-100%$251.5K———
HFG Advisors, Inc.
N/A—1,405-1,405-100%$250.9K———
First Wilshire Securities Management Inc
N/A—1,400-1,400-100%$250.0K———
AE Wealth Management LLC
N/A—1,398-1,398-100%$249.6K———
Hancock Whitney Corp
N/A—1,398-1,398-100%$249.7K———
First Long Island Investors, LLC
N/A—1,340-1,340-100%$239.3K———
Interactive Financial Advisors, Inc.
N/A—1,327-1,327-100%$237.0K———
Aptus Capital Advisors, LLC
N/A—1,322-1,322-100%$236.1K———
D. E. Shaw & Co., Inc.
N/A—1,300-1,300-100%$232.2K———
Bogart Wealth, LLC
N/A—1,242-1,242-100%$221.9K———
Gladstone Institutional Advisory LLC
N/A—1,212-1,212-100%$216.5K———
Mayflower Financial Advisors, LLC
N/A—1,211-1,211-100%$216.3K———
Stratos Investment Management, LLC
N/A—1,200-1,200-100%$214.5K———
Fiducient Advisors LLC
N/A—1,175-1,175-100%$209.9K———
Legacy Financial Group LLC
N/A—1,175-1,175-100%$209.9K———
Matrix Private Capital Group LLC
N/A—1,174-1,174-100%$209.7K———
Eldridge Investment Advisors, Inc.
N/A—1,174-1,174-100%$209.7K———
New Insight Wealth Advisors
N/A—1,165-1,165-100%$208.1K———
Elm Partners Management LLC
N/A—1,164-1,164-100%$207.8K———
M3 Advisory Group, LLC
N/A—1,156-1,156-100%$206.5K———
Ironwood Investment Counsel, LLC
N/A—1,149-1,149-100%$205.2K———
Savvy Advisors, Inc.
N/A—1,147-1,147-100%$204.8K———
Alerus Financial NA
N/A—1,140-1,140-100%$203.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,139-1,139-100%$203.5K———
HM Payson & Co
N/A—1,121-1,121-100%$200.2K———
Windsor Advisory Group, LLC
N/A—1,104-1,104-100%$197.2K———
Private Wealth Asset Management, LLC
N/A—1,090-1,090-100%$194.7K———
Oxford Financial Group, Ltd. LLC
N/A—1,080-1,080-100%$192.9K———
Tidemark, LLC
N/A—1,055-1,055-100%$188.4K———
N.E.W. Advisory Services LLC
N/A—846-846-100%$151.0K———
one8zero8, LLC
N/A—829-829-100%$148.1K———
Atlantic Union Bankshares Corp
N/A—752-752-100%$134.3K———
Qube Research & Technologies Ltd
N/A—649-649-100%$115.9K———
Vanguard Advisers Inc
N/A—631-631-100%$112.7K———
Logan Capital Management Inc
N/A—626-626-100%$111.8K———
BOK Financial Private Wealth, Inc.
N/A—609-609-100%$108.8K———
Nalls Sherbakoff Group, LLC
N/A—588-588-100%$105.0K———
Basepoint Wealth LLC
N/A—577-577-100%$103.0K———
Topsail Wealth Management, LLC
N/A—576-576-100%$102.9K———
USA Financial Formulas
N/A—552-552-100%$98.6K———
Cardiff Park Advisors, LLC
N/A—540-540-100%$96.4K———
Longview Financial Advisors LLC
N/A—500-500-100%$89.3K———
Centennial Bank
N/A—500-500-100%$89.3K———
Ancora Advisors LLCA
N/A—492-492-100%$87.9K———
Glassman Wealth Services
N/A—475-475-100%$84.8K———
Hollencrest Capital Management
N/A—473-473-100%$84.6K———
Colonial Trust Advisors
N/A—443-443-100%$79.1K———
Continuum Advisory, LLC
N/A—412-412-100%$73.6K———
Smithfield Trust Co
N/A—402-402-100%$72.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—360-360-100%$64.3K———
Highland Investment Advisors LLC
N/A—332-332-100%$59.4K———
Quent Capital, LLC
N/A—310-310-100%$55.4K———
Founders Financial Alliance, LLC
N/A—304-304-100%$54.3K———
Hantz Financial Services, Inc.
N/A—301-301-100%$54.0K———
Walsh & Associates, LLC
N/A—295-295-100%$52.7K———
Tiaa Trust, National Association
N/A—290-290-100%$51.8K———
HHM Wealth Advisors, LLC
N/A—263-263-100%$47.0K———
JPL Wealth Management, LLC
N/A—257-257-100%$45.9K———
Ameriflex Group, Inc.
N/A—255-255-100%$45.5K———
ST Germain D J Co Inc
N/A—250-250-100%$44.7K———
Palouse Capital Management, Inc.
N/A—232-232-100%$41.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—214-214-100%$38.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—200-200-100%$35.7K———
Sittner & Nelson, LLC
N/A—187-187-100%$33.4K———
Mpwm Advisory Solutions, LLC
N/A—180-180-100%$32.1K———
Fiduciary Financial Advisors
N/A—180-180-100%$32.0K———
Mark Sheptoff Financial Planning, LLC
N/A—177-177-100%$31.6K———
CNB Bank
N/A—164-164-100%$29.3K———
Lowe Brockenbrough & Co Inc
N/A—164-164-100%$29.3K———
Strategic Wealth Partners, Ltd.
N/A—159-159-100%$28.4K———
Bollard Group LLC
N/A—152-152-100%$27.0K———
Smartleaf Asset Management LLC
N/A—146-146-100%$25.8K———
Cary Street Partners Investment Advisory LLC
N/A—141-141-100%$25.2K———
Howe & Rusling Inc
N/A—135-135-100%$24.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—130-130-100%$23.2K———
Avalon Trust Co
N/A—108-108-100%$19.3K———
Imprint Wealth LLC
N/A—95-95-100%$17.0K———
Sankala Group LLC
N/A—93-93-100%$16.3K———
VSM Wealth Advisory, LLC
N/A—88-88-100%$15.7K———
C M Bidwell & Associates LTD
N/A—86-86-100%$15.4K———
Crewe Advisors LLC
N/A—68-68-100%$12.1K———
WealthShield Partners, LLC
N/A—55-55-100%$9.8K———
RED Reef Advisors LLC
N/A—53-53-100%$9.5K———
Millstone Evans Group, LLC
N/A—52-52-100%$9.3K———
Darwin Wealth Management, LLC
N/A—52-52-100%$9.3K———
Tiaa Wealth Investment Management LLC
N/A—41-41-100%$7.2K———
Strive Financial Group,LLC
N/A—31-31-100%$5.5K———
Synergy Investment Management, LLC
N/A—22-22-100%$3.9K———
PlanVest Financial, Inc
N/A—21-21-100%$3.7K———
Atlas Capital Advisors Inc.
N/A—19-19-100%$3.4K———
Dunhill Financial, LLC
N/A—10-10-100%$1.8K———
Colonial Trust Co / SC
N/A—7-7-100%$1.3K———
Showing 868 of 868 institutions