IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Short-Term National (SUB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares4,609,257 from 4,745,689
Change-136,432 (-3%)
Value$481.9M (-$23.4M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares3,072,365 from 2,954,555
Change+117,810 (+4%)
Value$321.2M (+$6.6M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares1,548,601 from 1,531,445
Change+17,156 (+1%)
Value$161.9M (-$1.2M)
Filed 2026-11-04
Salomon & Ludwin, LLC
INCREASED
Shares739,423 from 726,711
Change+12,712 (+2%)
Value$77.3M (-$18.4K)
Filed 2026-10-29
Angeles Wealth Management, LLC
INCREASED
Shares683,248 from 28,744
Change+654,504 (+2277%)
Value$71.4M (+$68.4M)
Filed 2026-10-26
Nisa Investment Advisors, LLC
INCREASED
Shares680,590 from 675,290
Change+5,300 (+1%)
Value$71.1M (-$749.2K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares599,280 from 120,284
Change+478,996 (+398%)
Value$62.6K (+$49.8K)
Filed 2026-10-02
Commonwealth Equity Services, LLC
INCREASED
Shares546,803 from 526,793
Change+20,010 (+4%)
Value$57.2M (+$1.1M)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares545,792 from 288,254
Change+257,538 (+89%)
Value$57.1M (+$26.4M)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares488,398 from 415,416
Change+72,982 (+18%)
Value$51.0M (+$6.9M)
Filed 2026-10-08
Heritage Investment Group, Inc.
DECREASED
Shares479,363 from 551,509
Change-72,146 (-13%)
Value$50.1M (-$8.6M)
Filed 2026-11-03
Willow Creek Wealth Management Inc.
DECREASED
Shares450,077 from 464,033
Change-13,956 (-3%)
Value$47.1M (-$2.4M)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares400,111 from 453,380
Change-53,269 (-12%)
Value$41.8M (-$6.4M)
Filed 2026-11-05
Crestwood Advisors Group, LLC
DECREASED
Shares348,767 from 396,595
Change-47,828 (-12%)
Value$36.5M (-$5.8M)
Filed 2026-10-27
RMR Wealth Builders
INCREASED
Shares331,561 from 313,220
Change+18,341 (+6%)
Value$34.7M (+$1.3M)
Filed 2026-10-22
Glenview Trust Co
INCREASED
Shares307,773 from 285,927
Change+21,846 (+8%)
Value$32.2M (+$1.7M)
Filed 2026-10-28
Bear Mountain Capital, Inc.
INCREASED
Shares305,918 from 282,429
Change+23,489 (+8%)
Value$32.2M (+$2.2M)
Filed 2026-11-04
Willis Johnson Wealth, Inc.
INCREASED
Shares301,410 from 290,740
Change+10,670 (+4%)
Value$31.5M (+$554.4K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares282,183 from 270,064
Change+12,119 (+4%)
Value$29.5M (+$745.7K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares276,189 from 254,562
Change+21,627 (+9%)
Value$28.5M (+$1.8M)
Filed 2026-10-13
BIP Wealth, LLC
DECREASED
Shares236,288 from 239,389
Change-3,101 (-1%)
Value$24.7M (-$786.2K)
Filed 2026-10-22
LVW Advisors, LLC
DECREASED
Shares231,605 from 253,970
Change-22,365 (-9%)
Value$24.2M (-$2.8M)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares230,745 from 221,849
Change+8,896 (+4%)
Value$24.1M (+$501.8K)
Filed 2026-10-08
Old National Bancorp
DECREASED
Shares227,816 from 244,497
Change-16,681 (-7%)
Value$23.8M (-$2.2M)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares210,745 from 146,517
Change+64,228 (+44%)
Value$22.0M (+$6.4M)
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares208,185 from 205,542
Change+2,643 (+1%)
Value$21.8M (-$120.4K)
Filed 2026-10-14
Rockwood Wealth Management, LLC
INCREASED
Shares206,092 from 48,970
Change+157,122 (+321%)
Value$21.5M (+$16.3M)
Filed 2026-10-27
Citizens Financial Group Inc
DECREASED
Shares192,373 from 337,842
Change-145,469 (-43%)
Value$20.1M (-$15.9M)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares190,422 from 150,565
Change+39,857 (+26%)
Value$19.9M (+$3.9M)
Filed 2026-10-20
TD Private Client Wealth LLC
INCREASED
Shares185,805 from 159,941
Change+25,864 (+16%)
Value$19.4M (+$2.4M)
Filed 2026-10-28
Carnegie Investment Counsel
INCREASED
Shares184,826 from 183,174
Change+1,652 (+1%)
Value$19.3M (-$180.8K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares184,702 from 9,111
Change+175,591 (+1927%)
Value$19.3M (+$18.3M)
Filed 2026-11-05
Brown Wealth Management, LLC
INCREASED
Shares183,257 from 168,105
Change+15,152 (+9%)
Value$19.2M (+$1.3M)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares180,748 from 96,185
Change+84,563 (+88%)
Value$18.9M (+$8.7M)
Filed 2026-10-28
Ascent Group, LLC
DECREASED
Shares178,596 from 192,334
Change-13,738 (-7%)
Value$18.7M (-$1.8M)
Filed 2026-10-30
Arkansas Financial Group, Inc.
INCREASED
Shares176,670 from 174,286
Change+2,384 (+1%)
Value$18.5M (-$87.1K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares166,593 from 148,456
Change+18,137 (+12%)
Value$17.4M (+$1.6M)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares147,296 from 144,483
Change+2,813 (+2%)
Value$15.4M (+$15.2K)
Filed 2026-10-22
Abundance Wealth Counselors
INCREASED
Shares145,914 from 131,537
Change+14,377 (+11%)
Value$15.3M (+$1.2M)
Filed 2026-10-26
Brandywine OAK Private Wealth LLC
INCREASED
Shares144,385 from 141,844
Change+2,541 (+2%)
Value$15.1M (-$8.2K)
Filed 2026-10-23
Oak Harvest Investment Services
INCREASED
Shares136,559 from 130,615
Change+5,944 (+5%)
Value$14.3M (+$369.3K)
Filed 2026-10-20
First Interstate Bank
INCREASED
Shares127,211 from 1,895
Change+125,316 (+6613%)
Value$13.3M (+$13.1M)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares126,115 from 114,097
Change+12,018 (+11%)
Value$13.2K (-$12.1M)
Filed 2026-10-26
Grove Bank & Trust
DECREASED
Shares116,091 from 116,994
Change-903 (-1%)
Value$12.1M (-$320.2K)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED
Shares110,971 from 109,571
Change+1,400 (+1%)
Value$11.6M (-$64.9K)
Filed 2026-11-05
PDS Planning, Inc
DECREASED
Shares106,783 from 115,118
Change-8,335 (-7%)
Value$11.2M (-$1.1M)
Filed 2026-11-03
MBL Wealth, LLC
DECREASED
Shares106,356 from 114,114
Change-7,758 (-7%)
Value$11.1M (-$1.0M)
Filed 2026-10-22
Valen Private Capital, LLC
NEW
Shares105,255
Change+105,255
Value$11.0M
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares104,551 from 106,414
Change-1,863 (-2%)
Value$10.9K (-$11.3M)
Filed 2026-11-02
Anderson Hoagland & Co
INCREASED
Shares100,626 from 51,678
Change+48,948 (+95%)
Value$10.6M (+$5.1M)
Filed 2026-10-23
Slow Capital, Inc.
DECREASED
Shares99,895 from 140,107
Change-40,212 (-29%)
Value$10.4M (-$4.5M)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares98,118 from 107,608
Change-9,490 (-9%)
Value$10.3M (-$1.2M)
Filed 2026-11-02
Central Pacific Bank - Trust Division
DECREASED
Shares93,415 from 95,358
Change-1,943 (-2%)
Value$9.8M (-$387.2K)
Filed 2026-10-06
Financial Solutions Advisory Group, Inc.
DECREASED
Shares91,343 from 95,054
Change-3,711 (-4%)
Value$9.6M (-$481.0K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares84,171 from 78,499
Change+5,672 (+7%)
Value$8.8M (+$441.4K)
Filed 2026-10-30
Vested Financial Planning, LLC
NEW
Shares83,357
Change+83,357
Value$8.7M
Filed 2026-10-28
Investment Research Partners LLC
INCREASED
Shares76,937 from 72,397
Change+4,540 (+6%)
Value$8.0M (+$334.9K)
Filed 2026-10-19
Hughes Financial Services, LLC
NEW
Shares76,506
Change+76,506
Value$8.1M
Filed 2026-10-30
Elmwood Wealth Management, Inc.
INCREASED
Shares76,090 from 72,656
Change+3,434 (+5%)
Value$8.0M (+$218.8K)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
INCREASED
Shares75,992 from 9,608
Change+66,384 (+691%)
Value$7.9M (+$6.9M)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares75,454 from 41,435
Change+34,019 (+82%)
Value$7.9M (+$3.5M)
Filed 2026-10-30
JFS Wealth Advisors, LLC
DECREASED
Shares69,247 from 74,471
Change-5,224 (-7%)
Value$7.2M (-$689.8K)
Filed 2026-11-03
Chesley Taft & Associates LLC
DECREASED
Shares68,042 from 69,722
Change-1,680 (-2%)
Value$7.1M (-$310.2K)
Filed 2026-10-13
AUA Capital Management, LLC
DECREASED
Shares66,825 from 67,195
Change-370 (-1%)
Value$7.0M (-$168.4K)
Filed 2026-10-15
Wedmont Private Capital
INCREASED
Shares66,309 from 65,948
Change+361 (+1%)
Value$6.9M (-$75.0K)
Filed 2026-10-09
Root Financial Partners, LLC
INCREASED
Shares65,537 from 46,531
Change+19,006 (+41%)
Value$6.9M (+$1.9M)
Filed 2026-10-21
Ackerman Capital Advisors, LLC
DECREASED
Shares63,834 from 64,033
Change-199 (0%)
Value$6.7M (-$144.4K)
Filed 2026-10-30
Regions Financial Corp
INCREASED
Shares63,639 from 63,085
Change+554 (+1%)
Value$6.7M (-$63.8K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares62,144 from 61,637
Change+507 (+1%)
Value$6.5M (-$65.9K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares61,549 from 54,459
Change+7,090 (+13%)
Value$6.4M (+$663.4K)
Filed 2026-10-26
Aaron Wealth Advisors LLC
DECREASED
Shares61,212 from 105,380
Change-44,168 (-42%)
Value$6.4M (-$4.8M)
Filed 2026-10-13
Sheets Smith Wealth Management
DECREASED
Shares60,585 from 76,061
Change-15,476 (-20%)
Value$6.3M (-$1.8M)
Filed 2026-10-16
Single Point Partners, LLC
DECREASED
Shares60,253 from 62,504
Change-2,251 (-4%)
Value$6.3M (-$356.1K)
Filed 2026-10-19
HUB Investment Partners, LLC
INCREASED
Shares58,666 from 56,968
Change+1,698 (+3%)
Value$6.1M (+$67.6K)
Filed 2026-11-03
Kings Path Partners LLC
DECREASED
Shares58,559 from 59,412
Change-853 (-1%)
Value$6.1M (-$203.9K)
Filed 2026-10-21
Morton Brown Family Wealth, LLC
INCREASED
Shares58,334 from 55,545
Change+2,789 (+5%)
Value$6.1M (+$184.3K)
Filed 2026-10-23
AMG National Trust Bank
INCREASED
Shares58,149 from 56,058
Change+2,091 (+4%)
Value$6.1M (+$110.4K)
Filed 2026-11-05
Durante & Waters, LLC
INCREASED
Shares57,335 from 56,868
Change+467 (+1%)
Value$6.0M (-$60.9K)
Filed 2026-10-28
Opus Capital Group, LLC
DECREASED
Shares56,866 from 58,077
Change-1,211 (-2%)
Value$5.9K (-$6.2M)
Filed 2026-10-30
Presilium Private Wealth, LLC
DECREASED
Shares54,303 from 55,973
Change-1,670 (-3%)
Value$5.7M (-$282.6K)
Filed 2026-10-26
Apex Wealth Management, LLC
INCREASED
Shares52,522 from 51,444
Change+1,078 (+2%)
Value$5.5M (+$13.3K)
Filed 2026-10-20
Symmetry Partners, LLC
INCREASED
Shares52,187 from 49,934
Change+2,253 (+5%)
Value$5.5M (+$139.1K)
Filed 2026-10-27
Simon Quick Advisors, LLC
INCREASED
Shares52,079 from 29,862
Change+22,217 (+74%)
Value$5.4M (+$2.3M)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares51,804 from 50,328
Change+1,476 (+3%)
Value$5.5M (+$135.9K)
Filed 2026-11-04
Life Planning Partners, Inc
INCREASED
Shares51,718 from 50,465
Change+1,253 (+2%)
Value$5.4M (+$33.6K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares50,412 from 52,643
Change-2,231 (-4%)
Value$5.3M (-$334.8K)
Filed 2026-10-27
North Star Investment Management Corp.
INCREASED
Shares50,132 from 33,110
Change+17,022 (+51%)
Value$5.2M (+$1.7M)
Filed 2026-10-27
XML Financial, LLC
INCREASED
Shares49,969 from 47,680
Change+2,289 (+5%)
Value$5.2M (+$147.3K)
Filed 2026-10-29
Syntegra Private Wealth Group, LLC
DECREASED
Shares48,767 from 65,984
Change-17,217 (-26%)
Value$5.1M (-$1.9M)
Filed 2026-10-13
Voisard Asset Management Group, Inc.
INCREASED
Shares48,358 from 47,760
Change+598 (+1%)
Value$5.1M (-$29.7K)
Filed 2026-10-13
Private Wealth Management Group, LLC
DECREASED
Shares47,876 from 49,225
Change-1,349 (-3%)
Value$5.0M (-$236.0K)
Filed 2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares46,623 from 48,467
Change-1,844 (-4%)
Value$4.9M (-$286.3K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares46,342 from 37,064
Change+9,278 (+25%)
Value$4.8M (+$898.4K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares46,265 from 34,747
Change+11,518 (+33%)
Value$4.8M (+$1.1M)
Filed 2026-10-29
Invested Advisors
INCREASED
Shares45,314 from 44,469
Change+845 (+2%)
Value$4.7M (+$2.5K)
Filed 2026-10-23
Eagle Rock Investment Company, LLC
DECREASED
Shares44,572 from 44,831
Change-259 (-1%)
Value$4.7M (-$113.6K)
Filed 2026-10-21
BCO Wealth Management LLC
INCREASED
Shares43,896 from 39,461
Change+4,435 (+11%)
Value$4.6M (+$387.5K)
Filed 2026-10-14
Aspen Wealth Management LLC
INCREASED
Shares43,748 from 21,920
Change+21,828 (+100%)
Value$4.6M (+$2.2M)
Filed 2026-10-14
Curbstone Financial Management Corp
INCREASED
Shares43,300 from 37,650
Change+5,650 (+15%)
Value$4.5M (+$518.0K)
Filed 2026-10-21
Equita Financial Network, Inc.
INCREASED
Shares42,581 from 33,843
Change+8,738 (+26%)
Value$4.5M (+$848.1K)
Filed 2026-10-19
Diversified Portfolios, Inc.
INCREASED
Shares42,223 from 37,462
Change+4,761 (+13%)
Value$4.4M (+$425.4K)
Filed 2026-11-04
LJI Wealth Management, LLC
INCREASED
Shares42,044 from 41,440
Change+604 (+1%)
Value$4.4M (-$16.9K)
Filed 2026-10-28
Greenspring Advisors, LLC
INCREASED
Shares41,938 from 41,253
Change+685 (+2%)
Value$4.4M (-$8.0K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares41,258 from 43,970
Change-2,712 (-6%)
Value$4.3M (-$368.4K)
Filed 2026-11-03
Baron Financial Group, LLC
DECREASED
Shares40,725 from 40,800
Change-75 (0%)
Value$4.3M (-$86.6K)
Filed 2026-10-09
Charles Schwab Trust Co
INCREASED
Shares40,383 from 38,157
Change+2,226 (+6%)
Value$4.2M (+$159.1K)
Filed 2026-10-15
Larson Financial Group LLC
DECREASED
Shares39,632 from 51,294
Change-11,662 (-23%)
Value$4.1M (-$1.3M)
Filed 2026-11-05
Mullooly Asset Management, Inc.
INCREASED
Shares39,000 from 38,838
Change+162 (+0%)
Value$4.1M (-$58.5K)
Filed 2026-10-30
McAdam, LLC
INCREASED
Shares38,045 from 8,596
Change+29,449 (+343%)
Value$4.0M (+$3.1M)
Filed 2026-10-21
Patten Group, Inc.
INCREASED
Shares37,760 from 33,883
Change+3,877 (+11%)
Value$3.9M (+$339.9K)
Filed 2026-10-26
Prosperity Planning, Inc.
DECREASED
Shares37,317 from 37,536
Change-219 (-1%)
Value$3.9M (-$95.3K)
Filed 2026-10-09
K2 Financial Inc.
INCREASED
Shares36,637 from 34,423
Change+2,214 (+6%)
Value$3.8M (+$180.2K)
Filed 2026-10-26
BlueChip Wealth Advisors LLC
NEW
Shares36,245
Change+36,245
Value$3.8M
Filed 2026-11-03
Wealth Architects, LLC
INCREASED
Shares36,212 from 35,616
Change+596 (+2%)
Value$3.8M (-$6.4K)
Filed 2026-11-03
Alhambra Investment Management LLC
INCREASED
Shares35,916 from 35,827
Change+89 (+0%)
Value$3.8M (-$59.8K)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares35,479 from 45,065
Change-9,586 (-21%)
Value$3.7M (-$1.1M)
Filed 2026-10-08
Brewster Financial Planning LLC
INCREASED
Shares35,257 from 32,011
Change+3,246 (+10%)
Value$3.7M (+$277.6K)
Filed 2026-10-13
Tassel Capital Management, Inc.
NEW
Shares35,008
Change+35,008
Value$3.7M
Filed 2026-10-20
Naples Global Advisors, LLC
INCREASED
Shares34,465 from 32,183
Change+2,282 (+7%)
Value$3.6M (+$176.4K)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares34,042 from 1,085
Change+32,957 (+3038%)
Value$3.6M (+$3.4M)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares33,281 from 30,623
Change+2,658 (+9%)
Value$3.5M (+$218.8K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED
Shares32,870 from 32,710
Change+160 (+0%)
Value$3.4M (-$46.4K)
Filed 2026-10-08
Avail Investment Partners, LLC
INCREASED
Shares31,623 from 27,927
Change+3,696 (+13%)
Value$3.3M (+$332.4K)
Filed 2026-10-16
Waterway Wealth Management, LLC
DECREASED
Shares31,007 from 93,110
Change-62,103 (-67%)
Value$3.2M (-$6.7M)
Filed 2026-10-28
Brooklyn FI, LLC
INCREASED
Shares30,237 from 272
Change+29,965 (+11017%)
Value$3.2M (+$3.2M)
Filed 2026-11-05
Hudson Oak Wealth Advisory LLC
INCREASED
Shares29,758 from 28,307
Change+1,451 (+5%)
Value$3.1M (+$97.1K)
Filed 2026-10-16
Confluence Wealth Services, Inc.
INCREASED
Shares29,732 from 24,267
Change+5,465 (+23%)
Value$3.1M (+$524.4K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares29,632 from 28,047
Change+1,585 (+6%)
Value$3.1M (+$111.5K)
Filed 2026-11-04
Johnson Bixby & Associates, LLC
DECREASED
Shares29,575 from 29,680
Change-105 (0%)
Value$3.1M (-$68.3K)
Filed 2026-10-14
Fonville Wealth Management LLC
DECREASED
Shares29,451 from 29,905
Change-454 (-2%)
Value$3.1M (-$105.2K)
Filed 2026-10-28
Washington Trust Bank
INCREASED
Shares28,820 from 20,283
Change+8,537 (+42%)
Value$3.0M (+$853.3K)
Filed 2026-11-03
James Investment Research, Inc.
DECREASED
Shares28,240 from 29,486
Change-1,246 (-4%)
Value$3.0M (-$187.2K)
Filed 2026-10-22
Brown, Lisle Ings, Inc.
UNCHANGED
Shares27,927 from 27,927
Change0 (0%)
Value$2.9M (-$53.9K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares27,362 from 50,778
Change-23,416 (-46%)
Value$2.9M (-$2.5M)
Filed 2026-10-22
KFA Private Wealth Group, LLC
INCREASED
Shares27,307 from 24,900
Change+2,407 (+10%)
Value$2.9M (+$203.6K)
Filed 2026-10-07
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares27,251 from 2,145
Change+25,106 (+1170%)
Value$2.8M (+$2.6M)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares27,023 from 24,610
Change+2,413 (+10%)
Value$2.8M (+$204.7K)
Filed 2026-11-04
Legacy Financial Group, Inc.
INCREASED
Shares26,997 from 24,019
Change+2,978 (+12%)
Value$2.8M (+$265.0K)
Filed 2026-10-21
Sigma Investment Counselors Inc
INCREASED
Shares25,998 from 23,286
Change+2,712 (+12%)
Value$2.7M (+$238.6K)
Filed 2026-10-27
Avant Financial Advisors LLC
INCREASED
Shares25,910 from 23,378
Change+2,532 (+11%)
Value$2.7M (+$219.6K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
INCREASED
Shares25,570 from 11,807
Change+13,763 (+117%)
Value$2.7M (+$1.4M)
Filed 2026-10-21
Pines Wealth Management, LLC
INCREASED
Shares25,466 from 23,956
Change+1,510 (+6%)
Value$2.7M (+$111.6K)
Filed 2026-10-21
Greenleaf Trust
DECREASED
Shares25,218 from 48,402
Change-23,184 (-48%)
Value$2.6M (-$2.5M)
Filed 2026-10-29
Certior Financial Group, LLC
DECREASED
Shares24,872 from 25,395
Change-523 (-2%)
Value$2.6M (-$103.7K)
Filed 2026-10-19
Omega Financial Group, LLC
INCREASED
Shares24,826 from 21,954
Change+2,872 (+13%)
Value$2.6M (+$257.9K)
Filed 2026-10-29
Wealthcare Capital Management LLC
INCREASED
Shares24,542 from 22,118
Change+2,424 (+11%)
Value$2.6M (+$210.6K)
Filed 2026-10-21
Clear Wave Wealth Management LLC
DECREASED
Shares24,511 from 25,411
Change-900 (-4%)
Value$2.6M (-$143.1K)
Filed 2026-11-04
Stone Summit Wealth LLC
INCREASED
Shares24,156 from 23,905
Change+251 (+1%)
Value$2.5M (-$19.9K)
Filed 2026-10-14
United Advisor Group, LLC
DECREASED
Shares24,129 from 24,365
Change-236 (-1%)
Value$2.5M (-$71.7K)
Filed 2026-11-03
Safir Wealth Advisors, LLC
INCREASED
Shares23,631 from 23,056
Change+575 (+2%)
Value$2.5M (+$15.6K)
Filed 2026-10-16
Unison Advisors LLC
INCREASED
Shares23,288 from 23,283
Change+5 (+0%)
Value$2.4M (-$44.4K)
Filed 2026-10-29
Premier Path Wealth Partners, LLC
INCREASED
Shares23,277 from 13,112
Change+10,165 (+78%)
Value$2.4M (+$1.0M)
Filed 2026-10-16
1900 Wealth Management LLC
INCREASED
Shares23,213 from 20,890
Change+2,323 (+11%)
Value$2.4M (+$202.5K)
Filed 2026-10-13
Altiora Financial Group, LLC
DECREASED
Shares22,849 from 98,775
Change-75,926 (-77%)
Value$2.4M (-$8.1M)
Filed 2026-11-04
Wiser Wealth Management, Inc
DECREASED
Shares22,829 from 23,276
Change-447 (-2%)
Value$2.4M (-$91.7K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
INCREASED
Shares22,731 from 22,484
Change+247 (+1%)
Value$2.4M (-$17.6K)
Filed 2026-10-21
Fifth Third Securities, Inc.
INCREASED
Shares22,304 from 21,096
Change+1,208 (+6%)
Value$2.3M (+$85.6K)
Filed 2026-10-21
GLR Partners, LLC
NEW
Shares22,024
Change+22,024
Value$2.3M
Filed 2026-11-04
May Hill Capital, LLC
DECREASED
Shares21,988 from 22,469
Change-481 (-2%)
Value$2.3M (-$93.7K)
Filed 2026-11-03
Old Second National Bank of Aurora
INCREASED
Shares21,949 from 21,677
Change+272 (+1%)
Value$2.3M (-$13.4K)
Filed 2026-10-22
FC Advisory LLC
INCREASED
Shares21,854 from 21,609
Change+245 (+1%)
Value$2.3M (-$16.0K)
Filed 2026-10-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares21,808 from 21,644
Change+164 (+1%)
Value$2.3M (-$24.6K)
Filed 2026-10-13
Founders Grove Wealth Partners, LLC
INCREASED
Shares21,671 from 15,456
Change+6,215 (+40%)
Value$2.3M (+$619.9K)
Filed 2026-10-16
Advus Financial Partners, LLC
INCREASED
Shares21,642 from 19,515
Change+2,127 (+11%)
Value$2.3M (+$184.7K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares21,623 from 17,194
Change+4,429 (+26%)
Value$2.3M (+$429.8K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares21,556 from 21,582
Change-26 (0%)
Value$2.3M (-$44.4K)
Filed 2026-11-02
Keybank National Association
INCREASED
Shares21,555 from 10,519
Change+11,036 (+105%)
Value$2.3M (+$1.1M)
Filed 2026-11-04
Narus Financial Partners, LLC
DECREASED
Shares21,096 from 21,774
Change-678 (-3%)
Value$2.2M (-$112.9K)
Filed 2026-10-19
Wesbanco Bank Inc
INCREASED
Shares20,928 from 14,444
Change+6,484 (+45%)
Value$2.2M (+$650.0K)
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares20,682 from 29,158
Change-8,476 (-29%)
Value$2.2M (-$942.3K)
Filed 2026-11-05
Belleair Asset Management, LLC
UNCHANGED
Shares20,660 from 20,660
Change0 (0%)
Value$2.2M (-$39.9K)
Filed 2026-11-03
Sfam, LLC
INCREASED
Shares20,597 from 17,634
Change+2,963 (+17%)
Value$2.2M (+$275.8K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
INCREASED
Shares20,494 from 14,325
Change+6,169 (+43%)
Value$2.1M (+$617.3K)
Filed 2026-10-05
1620 Investment Advisors, Inc.
INCREASED
Shares20,254 from 16,314
Change+3,940 (+24%)
Value$2.1M (+$380.4K)
Filed 2026-11-04
Sentinel Pension Advisors, LLC
INCREASED
Shares20,154 from 3,529
Change+16,625 (+471%)
Value$2.1M (+$1.7M)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares20,127 from 19,655
Change+472 (+2%)
Value$2.1M (+$11.4K)
Filed 2026-11-05
Evensky & Katz LLC
DECREASED
Shares20,104 from 20,189
Change-85 (0%)
Value$2.1K (-$2.1M)
Filed 2026-10-27
McNaughton Wealth Management, LLC
INCREASED
Shares20,061 from 13,601
Change+6,460 (+48%)
Value$2.1M (+$649.1K)
Filed 2026-10-09
S.A. Mason LLC
UNCHANGED
Shares19,650 from 19,650
Change0 (0%)
Value$2.1M (-$37.9K)
Filed 2026-10-13
Phillips Financial Management, LLC
DECREASED
Shares19,449 from 20,993
Change-1,544 (-7%)
Value$2.0M (-$201.9K)
Filed 2026-10-19
VestGen Advisors, LLC
INCREASED
Shares19,365 from 15,536
Change+3,829 (+25%)
Value$2.0M (+$370.3K)
Filed 2026-10-27
Ironwood Wealth Management, Llc.
DECREASED
Shares18,906 from 26,209
Change-7,303 (-28%)
Value$2.0M (-$814.0K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares18,726 from 25,633
Change-6,907 (-27%)
Value$2.0M (-$771.4K)
Filed 2026-11-04
Factor Wealth Management LTD
DECREASED
Shares17,844 from 20,124
Change-2,280 (-11%)
Value$1.9M (-$277.2K)
Filed 2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED
Shares17,590 from 12,611
Change+4,979 (+39%)
Value$1.8M (+$496.1K)
Filed 2026-10-14
SteelPeak Wealth, LLC
DECREASED
Shares17,586 from 18,632
Change-1,046 (-6%)
Value$1.8M (-$145.3K)
Filed 2026-10-16
Lake Hills Wealth Management, LLC
INCREASED
Shares17,496 from 17,012
Change+484 (+3%)
Value$1.8M (+$17.8K)
Filed 2026-10-07
Cypress Capital Group
INCREASED
Shares17,414 from 17,214
Change+200 (+1%)
Value$1.8M (-$12.3K)
Filed 2026-11-03
IFG Advisors, LLC
INCREASED
Shares17,198 from 16,624
Change+574 (+3%)
Value$1.8M (+$28.0K)
Filed 2026-10-15
Roth Financial Partners LLC
DECREASED
Shares17,195 from 17,699
Change-504 (-3%)
Value$1.8M (-$86.8K)
Filed 2026-10-06
Apeiron RIA LLC
INCREASED
Shares17,043 from 9,374
Change+7,669 (+82%)
Value$1.8M (+$784.1K)
Filed 2026-10-08
Smith Thornton Advisors LLC
DECREASED
Shares16,789 from 16,994
Change-205 (-1%)
Value$1.8M (-$50.6K)
Filed 2026-10-16
Bangor Savings Bank
DECREASED
Shares16,789 from 16,848
Change-59 (0%)
Value$1.8M (-$38.7K)
Filed 2026-10-06
Foronjy Financial LLC
INCREASED
Shares16,528 from 10,654
Change+5,874 (+55%)
Value$1.7M (+$593.5K)
Filed 2026-10-14
L.K. Benson & Company, P.C.
INCREASED
Shares16,310 from 15,887
Change+423 (+3%)
Value$1.7M (+$13.6K)
Filed 2026-10-23
Boltwood Capital Management
INCREASED
Shares16,015 from 13,955
Change+2,060 (+15%)
Value$1.7M (+$188.4K)
Filed 2026-10-02
Investment Partners, Ltd.
INCREASED
Shares15,950 from 8,097
Change+7,853 (+97%)
Value$1.7M (+$805.4K)
Filed 2026-10-29
CWS Financial Advisors, LLC
INCREASED
Shares15,803 from 12,270
Change+3,533 (+29%)
Value$1.7M (+$345.7K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares15,792 from 14,641
Change+1,151 (+8%)
Value$1.7M (+$92.1K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares15,644 from 8,701
Change+6,943 (+80%)
Value$1.6M (+$709.0K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares15,616 from 14,870
Change+746 (+5%)
Value$1.6M (+$49.3K)
Filed 2026-10-16
McBroom & Associates, LLC
DECREASED
Shares15,375 from 20,185
Change-4,810 (-24%)
Value$1.6M (-$541.8K)
Filed 2026-10-29
Juncture Wealth Strategies, LLC
DECREASED
Shares15,282 from 15,748
Change-466 (-3%)
Value$1.6M (-$79.1K)
Filed 2026-10-06
Greenwood Gearhart LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$1.6M (-$29.0K)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares14,980 from 11,681
Change+3,299 (+28%)
Value$1.6M (+$322.3K)
Filed 2026-10-08
XY Planning Network, Inc.
INCREASED
Shares14,853 from 12,703
Change+2,150 (+17%)
Value$1.6M (+$200.2K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares14,665 from 10,006
Change+4,659 (+47%)
Value$1.5M (+$467.7K)
Filed 2026-11-05
White Lighthouse Investment Management Inc.
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$1.5M (-$28.0K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares14,412 from 14,318
Change+94 (+1%)
Value$1.5M (+$10.9K)
Filed 2026-10-27
ADE, LLC
DECREASED
Shares14,386 from 14,433
Change-47 (0%)
Value$1.5M (-$32.8K)
Filed 2026-10-29
Human Investing LLC
INCREASED
Shares14,208 from 13,445
Change+763 (+6%)
Value$1.5M (+$53.8K)
Filed 2026-10-19
Soltis Investment Advisors LLC
INCREASED
Shares14,154 from 13,710
Change+444 (+3%)
Value$1.5M (+$20.0K)
Filed 2026-10-28
Montag A & Associates Inc
INCREASED
Shares14,061 from 14,055
Change+6 (+0%)
Value$1.5M (-$26.5K)
Filed 2026-10-29
True Link Financial Advisors, LLC
INCREASED
Shares13,885 from 13,535
Change+350 (+3%)
Value$1.5M (+$10.5K)
Filed 2026-10-27
Heartwood Wealth Advisors LLC
UNCHANGED
Shares13,868 from 13,868
Change0 (0%)
Value$1.4M (-$26.8K)
Filed 2026-10-05
Accredited Investor Services, LLC
DECREASED
Shares13,831 from 16,971
Change-3,140 (-18%)
Value$1.4M (-$361.0K)
Filed 2026-10-22
Procyon Advisors, LLC
INCREASED
Shares13,796 from 6,886
Change+6,910 (+100%)
Value$1.4M (+$709.0K)
Filed 2026-10-21
Stewardship Advisors, LLC
INCREASED
Shares13,628 from 12,826
Change+802 (+6%)
Value$1.4M (+$59.1K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
INCREASED
Shares13,464 from 13,022
Change+442 (+3%)
Value$1.4M (+$21.1K)
Filed 2026-10-16
Roan Capital Partners
DECREASED
Shares13,303 from 13,828
Change-525 (-4%)
Value$1.4M (-$81.6K)
Filed 2026-10-09
Joel Adams & Associates, Inc.
INCREASED
Shares13,244 from 10,539
Change+2,705 (+26%)
Value$1.4M (+$262.4K)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED
Shares13,221 from 12,101
Change+1,120 (+9%)
Value$1.4M (+$93.7K)
Filed 2026-10-06
Plancorp, LLC
UNCHANGED
Shares13,118 from 13,118
Change0 (0%)
Value$1.4M (-$2.6K)
Filed 2026-11-03
Shore Point Advisors, LLC
INCREASED
Shares13,107 from 12,370
Change+737 (+6%)
Value$1.4M (+$53.2K)
Filed 2026-10-14
Galvin, Gaustad & Stein, LLC
DECREASED
Shares12,948 from 13,574
Change-626 (-5%)
Value$1.4M (-$91.6K)
Filed 2026-10-08
O'Domhnaill Enterprises, Inc.
DECREASED
Shares12,578 from 17,861
Change-5,283 (-30%)
Value$1.3M (-$586.8K)
Filed 2026-10-29
WBH Advisory Inc
INCREASED
Shares12,558 from 5,148
Change+7,410 (+144%)
Value$1.3M (+$764.7K)
Filed 2026-11-05
Veratis Advisors, Inc.
DECREASED
Shares12,512 from 13,190
Change-678 (-5%)
Value$1.3M (-$96.3K)
Filed 2026-11-03
Wingate Wealth Advisors, Inc.
INCREASED
Shares12,341 from 12,320
Change+21 (+0%)
Value$1.3M (-$21.7K)
Filed 2026-10-26
First National Trust Co
UNCHANGED
Shares11,991 from 11,991
Change0 (0%)
Value$1.3M (-$23.1K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares11,843 from 11,832
Change+11 (+0%)
Value$1.2M (-$22.2K)
Filed 2026-10-30
Midwest Trust Co
DECREASED
Shares11,550 from 12,354
Change-804 (-7%)
Value$1.2M (-$107.9K)
Filed 2026-10-22
Intergy Private Wealth, LLC
INCREASED
Shares11,501 from 11,404
Change+97 (+1%)
Value$1.2M (-$11.9K)
Filed 2026-10-16
Strategic Blueprint, LLC
INCREASED
Shares11,501 from 11,472
Change+29 (+0%)
Value$1.2M (-$19.1K)
Filed 2026-10-22
Wealth Forward, LLC
NEW
Shares11,286
Change+11,286
Value$1.2M
Filed 2026-10-14
Timonier Family Office, Ltd.
INCREASED
Shares11,232 from 10,526
Change+706 (+7%)
Value$1.2M (+$53.5K)
Filed 2026-11-03
Archvest Wealth Advisors, Inc.
NEW
Shares11,170
Change+11,170
Value$1.2M
Filed 2026-10-29
Hobart Private Capital, LLC
DECREASED
Shares11,135 from 11,454
Change-319 (-3%)
Value$1.2M (-$55.5K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares11,074
Change+11,074
Value$1.2M
Filed 2026-11-03
Diversified Enterprises, LLC
DECREASED
Shares11,058 from 11,537
Change-479 (-4%)
Value$1.2M (-$72.3K)
Filed 2026-10-19
Rodgers & Associates, LTD
INCREASED
Shares10,872 from 8,335
Change+2,537 (+30%)
Value$1.1M (+$249.1K)
Filed 2026-10-20
Orin Green Financial, LLC
UNCHANGED
Shares10,833 from 10,833
Change0 (0%)
Value$1.1M (-$20.9K)
Filed 2026-10-19
Boston Trust Walden Corp
INCREASED
Shares10,773 from 4,281
Change+6,492 (+152%)
Value$1.1M (+$670.4K)
Filed 2026-10-30
Capital Investment Advisors, LLC
DECREASED
Shares10,606 from 11,924
Change-1,318 (-11%)
Value$1.1M (-$160.8K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares10,450 from 10,450
Change0 (0%)
Value$1.1M (-$20.2K)
Filed 2026-11-04
Bfsg, LLC
INCREASED
Shares10,425 from 3,994
Change+6,431 (+161%)
Value$1.1M (+$664.5K)
Filed 2026-10-30
FSM Wealth Advisors, LLC
DECREASED
Shares10,257 from 10,418
Change-161 (-2%)
Value$1.1M (-$36.2K)
Filed 2026-10-27
Crusonia Wealth Advisors LLC
DECREASED
Shares10,087 from 14,614
Change-4,527 (-31%)
Value$1.1M (-$501.5K)
Filed 2026-10-26
Sonata Capital Group Inc
DECREASED
Shares9,941 from 10,091
Change-150 (-1%)
Value$1.0M (-$35.2K)
Filed 2026-10-19
Wright Wealth LLC
INCREASED
Shares9,876 from 9,760
Change+116 (+1%)
Value$1.0M (-$6.7K)
Filed 2026-10-29
Cosner Financial Group, LLC
UNCHANGED
Shares9,873 from 9,873
Change0 (0%)
Value$1.0M (-$19.1K)
Filed 2026-11-03
TruNorth Capital Management, LLC
UNCHANGED
Shares9,734 from 9,734
Change0 (0%)
Value$1.0M (-$18.8K)
Filed 2026-10-14
Orange Investment Advisors, Inc.
UNCHANGED
Shares9,715 from 9,715
Change0 (0%)
Value$1.0M (-$18.8K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
INCREASED
Shares9,595 from 7,680
Change+1,915 (+25%)
Value$1.0M (+$185.4K)
Filed 2026-10-15
Dynamic Wealth Strategies, LLC
DECREASED
Shares9,541 from 10,341
Change-800 (-8%)
Value$997.4K (-$103.6K)
Filed 2026-10-16
RW Investment Management LLC
NEW
Shares9,259
Change+9,259
Value$967.9K
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
DECREASED
Shares9,149 from 10,174
Change-1,025 (-10%)
Value$956.4K (-$126.8K)
Filed 2026-11-03
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares9,120 from 12,227
Change-3,107 (-25%)
Value$952.5K (-$348.0K)
Filed 2026-10-19
Fragasso Financial Advisors Inc
INCREASED
Shares9,087 from 8,817
Change+270 (+3%)
Value$952.2K (+$13.5K)
Filed 2026-10-13
Rare Wolf Capital LLC
DECREASED
Shares9,008 from 9,392
Change-384 (-4%)
Value$941.7K (-$58.3K)
Filed 2026-10-20
YHB Investment Advisors, Inc.
INCREASED
Shares8,978 from 8,923
Change+55 (+1%)
Value$938.6K (-$11.5K)
Filed 2026-10-08
Diversify Wealth Management, LLC
INCREASED
Shares8,925 from 8,160
Change+765 (+9%)
Value$939.7K (+$73.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares8,925 from 8,160
Change+765 (+9%)
Value$939.7K (+$73.7K)
Filed 2026-10-20
Greenup Street Wealth Management LLC
DECREASED
Shares8,805 from 9,485
Change-680 (-7%)
Value$920.5K (-$89.4K)
Filed 2026-10-28
Prairiewood Capital, LLC
INCREASED
Shares8,801 from 7,475
Change+1,326 (+18%)
Value$920.1K (+$124.2K)
Filed 2026-10-16
Aletheian Wealth Advisors LLC
INCREASED
Shares8,763 from 8,308
Change+455 (+5%)
Value$916.0K (+$31.5K)
Filed 2026-10-08
Chatham Capital Group, Inc.
UNCHANGED
Shares8,675 from 8,675
Change0 (0%)
Value$906.9K (-$16.7K)
Filed 2026-10-16
CGN Advisors LLC
INCREASED
Shares8,556 from 7,407
Change+1,149 (+16%)
Value$894.5K (+$105.8K)
Filed 2026-10-21
Claro Advisors Inc.
INCREASED
Shares8,542 from 2,920
Change+5,622 (+193%)
Value$892.9K (+$582.0K)
Filed 2026-11-02
TriaGen Wealth Management LLC
UNCHANGED
Shares8,541 from 8,541
Change0 (0%)
Value$892.9K (-$16.5K)
Filed 2026-10-14
Hill Island Financial LLC
INCREASED
Shares8,486 from 8,456
Change+30 (+0%)
Value$887.1K (-$13.1K)
Filed 2026-10-20
Kwmg, LLC
DECREASED
Shares8,401 from 16,138
Change-7,737 (-48%)
Value$878.2K (-$840.0K)
Filed 2026-10-07
Postrock Partners LLC
UNCHANGED
Shares8,400 from 8,400
Change0 (0%)
Value$878.1K (-$16.2K)
Filed 2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares8,363 from 8,664
Change-301 (-3%)
Value$874.3K (-$48.2K)
Filed 2026-10-05
Wealthcare Capital Partners, LLC
INCREASED
Shares8,224 from 7,077
Change+1,147 (+16%)
Value$859.7K (+$106.2K)
Filed 2026-10-21
West Paces Advisors Inc.
UNCHANGED
Shares8,223 from 8,223
Change0 (0%)
Value$859.6K (-$15.9K)
Filed 2026-10-13
Gradient Investments LLC
DECREASED
Shares8,213 from 8,894
Change-681 (-8%)
Value$858.6K (-$88.4K)
Filed 2026-10-08
Westover Capital Advisors, LLC
INCREASED
Shares8,187 from 7,959
Change+228 (+3%)
Value$855.9K (+$8.5K)
Filed 2026-10-26
RCS Financial Planning, LLC
DECREASED
Shares8,157 from 13,541
Change-5,384 (-40%)
Value$852.8K (-$589.0K)
Filed 2026-10-14
Outbound Financial Inc
NEW
Shares8,142
Change+8,142
Value$851.2K
Filed 2026-10-13
Oasis Advisors, LLC
NEW
Shares8,095
Change+8,095
Value$846.2K
Filed 2026-10-16
LeConte Wealth Management, LLC
DECREASED
Shares8,061 from 8,425
Change-364 (-4%)
Value$842.7K (-$54.3K)
Filed 2026-10-20
ARK & TLK Investments, LLC
INCREASED
Shares8,059 from 7,541
Change+518 (+7%)
Value$842.5K (+$39.6K)
Filed 2026-10-20
Bailard, Inc.
DECREASED
Shares8,034 from 104,008
Change-95,974 (-92%)
Value$839.9K (-$10.2M)
Filed 2026-10-13
NBT Bank, N.A.
UNCHANGED
Shares7,955 from 7,955
Change0 (0%)
Value$831.6K (-$15.4K)
Filed 2026-10-21
Everhart Financial Group, Inc.
DECREASED
Shares7,785 from 7,823
Change-38 (0%)
Value$813.9K (-$19.0K)
Filed 2026-10-08
Trust Co
INCREASED
Shares7,781 from 3,592
Change+4,189 (+117%)
Value$813.5K (+$431.0K)
Filed 2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED
Shares7,707 from 7,707
Change0 (0%)
Value$805.7K (-$14.9K)
Filed 2026-10-15
Trinity Wealth Management, LLC
INCREASED
Shares7,634 from 7,372
Change+262 (+4%)
Value$798.1K (+$13.2K)
Filed 2026-10-13
Peak Wealth Management LLC
DECREASED
Shares7,596 from 10,138
Change-2,542 (-25%)
Value$799.9K (-$279.5K)
Filed 2026-10-26
Elevate Wealth Advisory, Inc
INCREASED
Shares7,593 from 4,645
Change+2,948 (+63%)
Value$793.8K (+$299.2K)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares7,593 from 7,593
Change0 (0%)
Value$793.8K (-$14.7K)
Filed 2026-11-02
Firestone Capital Management
INCREASED
Shares7,483 from 2,823
Change+4,660 (+165%)
Value$782.2K (+$481.6K)
Filed 2026-11-03
Orgel Wealth Management, LLC
INCREASED
Shares7,458 from 7,433
Change+25 (+0%)
Value$779.7K (-$11.7K)
Filed 2026-10-14
L. Roy Papp & Associates, LLP
UNCHANGED
Shares7,350 from 7,350
Change0 (0%)
Value$768.4K (-$14.2K)
Filed 2026-10-21
Destiny Wealth Partners, LLC
NEW
Shares7,344
Change+7,344
Value$777.3K
Filed 2026-11-05
Legacy Private Trust Co.
INCREASED
Shares7,258 from 7,078
Change+180 (+3%)
Value$758.8K (+$5.2K)
Filed 2026-10-06
Objective Capital Management, LLC
DECREASED
Shares7,199 from 7,795
Change-596 (-8%)
Value$752.6K (-$77.3K)
Filed 2026-10-13
Rinkey Investments
UNCHANGED
Shares7,165 from 7,165
Change0 (0%)
Value$749.0K (-$13.8K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
NEW
Shares7,008
Change+7,008
Value$737.8K
Filed 2026-10-19
First Affirmative Financial Network
NEW
Shares6,856
Change+6,856
Value$716.7K
Filed 2026-10-21
Flagship Private Wealth, LLC
INCREASED
Shares6,684 from 6,365
Change+319 (+5%)
Value$698.8K (+$21.1K)
Filed 2026-11-05
Patten & Patten Inc
DECREASED
Shares6,615 from 6,890
Change-275 (-4%)
Value$691.5K (-$42.0K)
Filed 2026-10-26
Discipline Wealth Solutions, LLC
INCREASED
Shares6,561 from 6,560
Change+1 (+0%)
Value$685.9K (-$12.6K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares6,558 from 6,660
Change-102 (-2%)
Value$685.6K (-$23.5K)
Filed 2026-10-28
Accurate Wealth Management, LLC
INCREASED
Shares6,524 from 6,203
Change+321 (+5%)
Value$685.2K (+$25.6K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares6,472 from 5,598
Change+874 (+16%)
Value$676.6K (+$80.6K)
Filed 2026-11-04
Archford Capital Strategies, LLC
INCREASED
Shares6,449 from 6,169
Change+280 (+5%)
Value$674.2K (+$17.4K)
Filed 2026-10-19
Ballast Rock Private Wealth LLC
DECREASED
Shares6,262 from 15,926
Change-9,664 (-61%)
Value$654.7K (-$1.0M)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares6,201 from 6,409
Change-208 (-3%)
Value$649.8K (-$32.6K)
Filed 2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED
Shares6,162 from 5,243
Change+919 (+18%)
Value$644.1K (+$85.9K)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
INCREASED
Shares6,074 from 4,160
Change+1,914 (+46%)
Value$635.0K (+$192.1K)
Filed 2026-10-26
Calamos Wealth Management LLC
NEW
Shares6,020
Change+6,020
Value$629.3K
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares5,962 from 5,836
Change+126 (+2%)
Value$623.3K (+$1.9K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares5,958 from 3,560
Change+2,398 (+67%)
Value$622.9K (+$243.9K)
Filed 2026-10-23
Two West Capital Advisors LLC
INCREASED
Shares5,900 from 5,664
Change+236 (+4%)
Value$614.5K (+$13.1K)
Filed 2026-10-15
First Community Trust NA
INCREASED
Shares5,865 from 2,240
Change+3,625 (+162%)
Value$613.1K (+$374.6K)
Filed 2026-10-07
Princeton Global Asset Management LLC
INCREASED
Shares5,852 from 5,097
Change+755 (+15%)
Value$611.8K (+$69.1K)
Filed 2026-10-21
Mills Wealth Advisors LLC
DECREASED
Shares5,794 from 5,852
Change-58 (-1%)
Value$605.7K (-$17.4K)
Filed 2026-10-22
Veery Capital, LLC
INCREASED
Shares5,769 from 5,219
Change+550 (+11%)
Value$603.1K (+$47.4K)
Filed 2026-10-07
Capital Investment Services of America, Inc.
UNCHANGED
Shares5,750 from 5,750
Change0 (0%)
Value$601.1K (-$11.1K)
Filed 2026-11-02
Scott Capital Advisors, LLC
INCREASED
Shares5,743 from 5,693
Change+50 (+1%)
Value$599.8K (-$6.4K)
Filed 2026-10-13
Investment Planning Advisors, Inc.
DECREASED
Shares5,721 from 5,841
Change-120 (-2%)
Value$598.0K (-$23.9K)
Filed 2026-10-14
FF Advisors,LLC
DECREASED
Shares5,712 from 6,657
Change-945 (-14%)
Value$597.1K (-$111.6K)
Filed 2026-10-21
Parkside Financial Bank & Trust
DECREASED
Shares5,712 from 5,812
Change-100 (-2%)
Value$597.1K (-$21.7K)
Filed 2026-10-27
Csenge Advisory Group
INCREASED
Shares5,690 from 5,504
Change+186 (+3%)
Value$594.9K (+$8.9K)
Filed 2026-11-04
Bull Street Advisors, LLC
UNCHANGED
Shares5,625 from 5,625
Change0 (0%)
Value$588 (-$598.4K)
Filed 2026-10-20
WJ Wealth Management, LLC
UNCHANGED
Shares5,577 from 5,577
Change0 (0%)
Value$583.0K (-$10.8K)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED
Shares5,570 from 5,148
Change+422 (+8%)
Value$582.3K (+$34.2K)
Filed 2026-11-05
CWA Asset Management Group, LLC
INCREASED
Shares5,569 from 2,934
Change+2,635 (+90%)
Value$582.2K (+$269.8K)
Filed 2026-10-19
Power Wealth Management LLC
INCREASED
Shares5,563 from 4,624
Change+939 (+20%)
Value$581.6K (+$89.2K)
Filed 2026-10-27
Code Waechter LLC
UNCHANGED
Shares5,514 from 5,514
Change0 (0%)
Value$576.5K (-$10.6K)
Filed 2026-10-23
OceanIQ Capital, LLC
UNCHANGED
Shares5,457 from 5,457
Change0 (0%)
Value$573.1K (-$6.9K)
Filed 2026-10-19
Rockport Wealth LLC
DECREASED
Shares5,445 from 6,150
Change-705 (-11%)
Value$569.2K (-$85.6K)
Filed 2026-11-03
W.H. Cornerstone Investments Inc.
INCREASED
Shares5,395 from 5,363
Change+32 (+1%)
Value$564.0K (-$7.0K)
Filed 2026-11-03
Waldron Private Wealth LLC
UNCHANGED
Shares5,340 from 5,340
Change0 (0%)
Value$558.2K (-$10.3K)
Filed 2026-11-02
StoneX Group Inc.
DECREASED
Shares5,331 from 5,565
Change-234 (-4%)
Value$557.3K (-$35.3K)
Filed 2026-11-03
Aerodigm Wealth, LLC
INCREASED
Shares5,275 from 3,950
Change+1,325 (+34%)
Value$551.4K (+$130.9K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
DECREASED
Shares5,247 from 16,276
Change-11,029 (-68%)
Value$548.5K (-$1.2M)
Filed 2026-10-13
Tompkins Financial Corp
DECREASED
Shares5,205 from 10,467
Change-5,262 (-50%)
Value$544.1K (-$570.3K)
Filed 2026-10-05
Pacific Park Financial, Inc.
NEW
Shares5,190
Change+5,190
Value$542.6K
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED
Shares5,187 from 5,154
Change+33 (+1%)
Value$542.3K (-$6.4K)
Filed 2026-10-16
LaFleur & Godfrey LLC
UNCHANGED
Shares5,185 from 5,185
Change0 (0%)
Value$542.0K (-$10.0K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
INCREASED
Shares5,181 from 5,072
Change+109 (+2%)
Value$541.6K (+$1.5K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares5,169 from 4,231
Change+938 (+22%)
Value$540.4K (+$89.9K)
Filed 2026-10-14
American Institute for Advanced Investment Management, LLP
INCREASED
Shares5,125 from 3,650
Change+1,475 (+40%)
Value$535.8K (+$147.2K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares5,063
Change+5,063
Value$531.0K
Filed 2026-11-03
Shepherd Street Advisors LLC
INCREASED
Shares5,026 from 4,283
Change+743 (+17%)
Value$526.7K (+$71.7K)
Filed 2026-10-21
Brighton Jones LLC
DECREASED
Shares5,017 from 5,294
Change-277 (-5%)
Value$524.5K (-$39.1K)
Filed 2026-11-03
Allen Capital Group, LLC
INCREASED
Shares5,007 from 4,654
Change+353 (+8%)
Value$523.4K (+$27.9K)
Filed 2026-10-27
Hunter Associates Investment Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$523 (-$531.5K)
Filed 2026-10-26
Revolve Wealth Partners, LLC
UNCHANGED
Shares4,954 from 4,954
Change0 (0%)
Value$517.9K (-$9.6K)
Filed 2026-10-23
Novem Group
DECREASED
Shares4,891 from 4,914
Change-23 (0%)
Value$511.4K (-$11.8K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares4,829 from 4,591
Change+238 (+5%)
Value$504.8K (+$16.0K)
Filed 2026-11-05
Shrier Wealth Management, LLC
INCREASED
Shares4,813 from 3,700
Change+1,113 (+30%)
Value$503.2K (+$109.3K)
Filed 2026-10-20
Aviance Capital Partners, LLC
DECREASED
Shares4,766 from 4,918
Change-152 (-3%)
Value$498.2K (-$25.4K)
Filed 2026-10-29
Approach Retirement Advisors, LLC
UNCHANGED
Shares4,739 from 4,739
Change0 (0%)
Value$495.4K (-$9.1K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares4,680 from 4,723
Change-43 (-1%)
Value$489.3K (-$13.6K)
Filed 2026-10-08
Biltmore Family Office, LLC
UNCHANGED
Shares4,680 from 4,680
Change0 (0%)
Value$489.2K (-$9.0K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
UNCHANGED
Shares4,643 from 4,643
Change0 (0%)
Value$485.4K (-$9.0K)
Filed 2026-10-22
Avid Wealth Partners LLC
INCREASED
Shares4,562 from 4,343
Change+219 (+5%)
Value$476.9K (+$14.5K)
Filed 2026-11-03
Main Line Retirement Advisors, LLC
INCREASED
Shares4,464 from 4,458
Change+6 (+0%)
Value$466.6K (-$8.1K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares4,431 from 4,431
Change0 (0%)
Value$463.2K (-$8.5K)
Filed 2026-11-03
Smith & Howard Wealth Management, LLC
DECREASED
Shares4,400 from 11,877
Change-7,477 (-63%)
Value$460.0K (-$804.6K)
Filed 2026-10-27
Helium Advisors LLC
DECREASED
Shares4,389 from 4,761
Change-372 (-8%)
Value$458.8K (-$48.1K)
Filed 2026-10-23
Collective Family Office LLC
DECREASED
Shares4,321 from 6,570
Change-2,249 (-34%)
Value$451.7K (-$247.8K)
Filed 2026-10-05
Gibbs Wealth Management
UNCHANGED
Shares4,282 from 4,282
Change0 (0%)
Value$447.6K (-$8.3K)
Filed 2026-10-22
Garde Capital, Inc.
DECREASED
Shares4,250 from 6,877
Change-2,627 (-38%)
Value$444.3K (-$287.9K)
Filed 2026-10-29
15 Wealth Advisors LLC
NEW
Shares4,204
Change+4,204
Value$439.4K
Filed 2026-10-14
Eagle Bay Advisors LLC
UNCHANGED
Shares4,180 from 4,180
Change0 (0%)
Value$437.0K (-$8.1K)
Filed 2026-10-16
Financial Insights, Inc.
NEW
Shares4,132
Change+4,132
Value$432.0K
Filed 2026-10-27
Lighthouse Financial LLC
NEW
Shares4,101
Change+4,101
Value$428.7K
Filed 2026-10-23
Polaris Investment Advisors, LLC
UNCHANGED
Shares4,078 from 4,078
Change0 (0%)
Value$426.3K (-$7.9K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares4,077 from 4,823
Change-746 (-15%)
Value$426.2K (-$87.2K)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares4,022 from 2,922
Change+1,100 (+38%)
Value$421 (-$310.6K)
Filed 2026-10-22
MCF Advisors LLC
INCREASED
Shares4,007 from 3,997
Change+10 (+0%)
Value$418.9K (-$6.7K)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,005 from 3,926
Change+79 (+2%)
Value$419.0K (+$1.9K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares4,001 from 4,005
Change-4 (0%)
Value$418.3K (-$8.2K)
Filed 2026-11-03
HCR Wealth Advisors
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$418.2K (-$7.7K)
Filed 2026-10-15
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$418.2K (-$7.7K)
Filed 2026-10-13
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares3,991 from 3,158
Change+833 (+26%)
Value$417.2K (+$81.0K)
Filed 2026-10-15
Capstone Capital LLC
UNCHANGED
Shares3,957 from 3,957
Change0 (0%)
Value$413.7K (-$7.6K)
Filed 2026-10-14
Curtis Advisory Group, LLC
INCREASED
Shares3,927 from 2,480
Change+1,447 (+58%)
Value$410.5K (+$146.5K)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
DECREASED
Shares3,910 from 4,006
Change-96 (-2%)
Value$408.8K (-$17.8K)
Filed 2026-10-15
WPG Advisers, LLC
DECREASED
Shares3,909 from 3,927
Change-18 (0%)
Value$408.6K (-$9.5K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED
Shares3,873 from 5,168
Change-1,295 (-25%)
Value$404.9K (-$145.4K)
Filed 2026-10-23
Smithbridge Asset Management Inc
DECREASED
Shares3,869 from 9,992
Change-6,123 (-61%)
Value$404.5K (-$659.4K)
Filed 2026-10-19
KRM Wealth Management L.L.C.
INCREASED
Shares3,859 from 3,834
Change+25 (+1%)
Value$403.4K (-$4.8K)
Filed 2026-11-02
Bdfs Capital LLC
DECREASED
Shares3,845 from 9,666
Change-5,821 (-60%)
Value$402.0K (-$627.1K)
Filed 2026-10-14
NTV Asset Management LLC
INCREASED
Shares3,761 from 2,768
Change+993 (+36%)
Value$393.2K (+$98.4K)
Filed 2026-10-23
Atwater Malick LLC
NEW
Shares3,729
Change+3,729
Value$389.8K
Filed 2026-10-15
River Street Advisors LLC
NEW
Shares3,690
Change+3,690
Value$385.8K
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares3,687 from 3,687
Change0 (0%)
Value$385.4K (-$7.2K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares3,624 from 4,641
Change-1,017 (-22%)
Value$378.9K (-$115.3K)
Filed 2026-10-30
Team Financial Group, LLC
DECREASED
Shares3,624 from 3,927
Change-303 (-8%)
Value$378.9K (-$39.2K)
Filed 2026-10-30
Cap Partners, LLC
INCREASED
Shares3,593 from 3,510
Change+83 (+2%)
Value$375.6K (+$1.9K)
Filed 2026-10-19
Riversedge Advisors, LLC
INCREASED
Shares3,562 from 3,546
Change+16 (+0%)
Value$372.3K (-$5.2K)
Filed 2026-10-09
Rede Wealth, LLC
DECREASED
Shares3,544 from 4,945
Change-1,401 (-28%)
Value$370.5K (-$156.0K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares3,487 from 3,535
Change-48 (-1%)
Value$364.5K (-$11.8K)
Filed 2026-10-15
Waller Financial Planning Group, Inc
DECREASED
Shares3,443 from 4,152
Change-709 (-17%)
Value$359.9K (-$82.1K)
Filed 2026-10-07
Foundation Wealth Management, Llc\pa
INCREASED
Shares3,431 from 3,312
Change+119 (+4%)
Value$358.7K (+$6.0K)
Filed 2026-10-14
Precedent Wealth Partners, LLC
NEW
Shares3,427
Change+3,427
Value$358.3K
Filed 2026-10-21
Lakeshore Financial Planning, Inc.
DECREASED
Shares3,406 from 9,415
Change-6,009 (-64%)
Value$356.1K (-$646.4K)
Filed 2026-10-13
Chris Bulman Inc
INCREASED
Shares3,402 from 3,370
Change+32 (+1%)
Value$355.6K (-$3.2K)
Filed 2026-10-20
Foster Group, Inc.
INCREASED
Shares3,348 from 3,127
Change+221 (+7%)
Value$350.0K (+$17.1K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
UNCHANGED
Shares3,343 from 3,343
Change0 (0%)
Value$349.5K (-$6.5K)
Filed 2026-10-27
Virtue Capital Management, LLC
INCREASED
Shares3,314 from 3,201
Change+113 (+4%)
Value$346.4K (+$5.6K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares3,312 from 3,356
Change-44 (-1%)
Value$346.2K (-$11.1K)
Filed 2026-10-26
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares3,306 from 3,156
Change+150 (+5%)
Value$345.6K (+$9.6K)
Filed 2026-11-04
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares3,302 from 3,423
Change-121 (-4%)
Value$345.2K (-$19.3K)
Filed 2026-10-27
Riverbend Wealth Management, LLC
UNCHANGED
Shares3,285 from 3,285
Change0 (0%)
Value$343.4K (-$6.3K)
Filed 2026-10-15
Horst & Graben Wealth Management LLC
INCREASED
Shares3,253 from 3,239
Change+14 (+0%)
Value$340.1K (-$4.0K)
Filed 2026-11-02
LexAurum Advisors, LLC
INCREASED
Shares3,246 from 2,000
Change+1,246 (+62%)
Value$339.3K (+$126.4K)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares3,221 from 3,221
Change0 (0%)
Value$336.7K (-$6.2K)
Filed 2026-10-16
R2 Capital Strategies, LLC
INCREASED
Shares3,160 from 2,460
Change+700 (+28%)
Value$330.3K (+$68.4K)
Filed 2026-10-15
First Horizon Corp
UNCHANGED
Shares3,124 from 3,124
Change0 (0%)
Value$326.6K (-$6.0K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares3,107 from 3,921
Change-814 (-21%)
Value$324.8K (-$92.7K)
Filed 2026-10-23
Cannon Financial Strategists, Inc.
INCREASED
Shares3,098 from 3,097
Change+1 (+0%)
Value$323.9K (-$5.9K)
Filed 2026-10-19
Wise Wealth Partners
INCREASED
Shares3,032 from 3,013
Change+19 (+1%)
Value$317.0K (-$3.8K)
Filed 2026-10-14
Vaquero Private Wealth, LTD
UNCHANGED
Shares3,031 from 3,031
Change0 (0%)
Value$316.9K (-$5.9K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
NEW
Shares3,012
Change+3,012
Value$314.9K
Filed 2026-10-23
Probity Advisors, Inc.
UNCHANGED
Shares3,007 from 3,007
Change0 (0%)
Value$314.4K (-$5.8K)
Filed 2026-10-23
Agate Pass Investment Management, LLC
INCREASED
Shares3,004 from 2,272
Change+732 (+32%)
Value$314.0K (+$72.1K)
Filed 2026-10-20
Busey Bank
DECREASED
Shares3,000 from 3,306
Change-306 (-9%)
Value$313.6K (-$38.4K)
Filed 2026-10-26
Everett Harris & Co
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$313.6K (-$5.8K)
Filed 2026-10-28
Heritage Investors Management Corp
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$314 (-$318.7K)
Filed 2026-10-29
Capital Advisors Wealth Management, LLC
INCREASED
Shares2,961 from 2,943
Change+18 (+1%)
Value$309.5K (-$3.8K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
DECREASED
Shares2,910 from 4,306
Change-1,396 (-32%)
Value$304.2K (-$154.3K)
Filed 2026-10-22
Essential Planning, Llc.
INCREASED
Shares2,898 from 2,879
Change+19 (+1%)
Value$302.9K (-$3.6K)
Filed 2026-10-21
Venture Visionary Partners LLC
DECREASED
Shares2,891 from 3,095
Change-204 (-7%)
Value$302.3K (-$27.2K)
Filed 2026-10-07
Carolina Wealth Management Inc
UNCHANGED
Shares2,832 from 2,832
Change0 (0%)
Value$296.1K (-$5.5K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares2,795 from 2,073
Change+722 (+35%)
Value$292.2K (+$71.5K)
Filed 2026-11-05
Mezzasalma Advisors, LLC
DECREASED
Shares2,771 from 3,009
Change-238 (-8%)
Value$289.7K (-$30.7K)
Filed 2026-10-14
DT Investment Partners, LLC
INCREASED
Shares2,759 from 1,497
Change+1,262 (+84%)
Value$288.4K (+$129.0K)
Filed 2026-10-27
Wlth Capital Management, LLC
DECREASED
Shares2,753 from 26,295
Change-23,542 (-90%)
Value$287.8K (-$2.5M)
Filed 2026-10-20
Grandfield & Dodd, LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$287.5K (-$5.3K)
Filed 2026-10-29
Eagle Strategies LLC
DECREASED
Shares2,733 from 2,911
Change-178 (-6%)
Value$285.7K (-$24.2K)
Filed 2026-10-16
Navigate Wealth Management, LLC
NEW
Shares2,725
Change+2,725
Value$285.6K
Filed 2026-10-14
Gemmer Asset Management LLC
INCREASED
Shares2,716 from 2,146
Change+570 (+27%)
Value$284.0K (+$55.5K)
Filed 2026-10-16
Sterling Investment Counsel, LLC
DECREASED
Shares2,695 from 2,715
Change-20 (-1%)
Value$281.7K (-$7.3K)
Filed 2026-10-19
Lake Street Private Wealth, LLC
NEW
Shares2,687
Change+2,687
Value$280.9K
Filed 2026-10-22
Integris Wealth Management, LLC
UNCHANGED
Shares2,685 from 2,685
Change0 (0%)
Value$280.7K (-$5.2K)
Filed 2026-10-14
Weitzel Financial Services, Inc.
NEW
Shares2,677
Change+2,677
Value$280.5K
Filed 2026-10-16
Traveka Wealth, LLC
DECREASED
Shares2,653 from 3,187
Change-534 (-17%)
Value$277.3K (-$62.0K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$276.0K (-$5.1K)
Filed 2026-10-13
Asset Allocation Strategies LLC
NEW
Shares2,608
Change+2,608
Value$272.6K
Filed 2026-10-20
Legacy Financial Strategies, LLC
INCREASED
Shares2,593 from 2,060
Change+533 (+26%)
Value$271.0K (+$51.7K)
Filed 2026-10-15
Armor Investment Advisors, LLC
DECREASED
Shares2,592 from 3,289
Change-697 (-21%)
Value$271.0K (-$79.2K)
Filed 2026-10-27
Mattern Capital Management, LLC
UNCHANGED
Shares2,567 from 2,567
Change0 (0%)
Value$268.4K (-$5.0K)
Filed 2026-11-02
Hidden Cove Wealth Management, LLC
UNCHANGED
Shares2,545 from 2,545
Change0 (0%)
Value$266.1K (-$4.9K)
Filed 2026-10-19
Lockerman Financial Group, Inc.
DECREASED
Shares2,544 from 2,601
Change-57 (-2%)
Value$266.0K (-$11.0K)
Filed 2026-10-19
Lighthouse Financial Services Inc
NEW
Shares2,541
Change+2,541
Value$265.7K
Filed 2026-11-02
White & Co Financial Planning Inc
INCREASED
Shares2,527 from 2,406
Change+121 (+5%)
Value$269.1K (+$13.0K)
Filed 2026-10-16
Embree Financial Group
INCREASED
Shares2,525 from 2,357
Change+168 (+7%)
Value$264.0K (+$13.0K)
Filed 2026-10-22
Leading Edge Financial Planning LLC
INCREASED
Shares2,510 from 2,503
Change+7 (+0%)
Value$262.4K (-$4.1K)
Filed 2026-10-23
Unified Investment Management
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$261.4K (-$4.8K)
Filed 2026-10-14
Envision Financial LLC
DECREASED
Shares2,498 from 5,916
Change-3,418 (-58%)
Value$261.1K (-$368.7K)
Filed 2026-10-15
1834 Investment Advisors Co
DECREASED
Shares2,484 from 3,530
Change-1,046 (-30%)
Value$259.7K (-$116.2K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares2,473 from 2,389
Change+84 (+4%)
Value$258.6K (+$4.2K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2,452 from 2,452
Change0 (0%)
Value$256 (-$5)
Filed 2026-10-27
Linscomb Wealth, Inc.
DECREASED
Shares2,449 from 4,197
Change-1,748 (-42%)
Value$256.0K (-$190.8K)
Filed 2026-11-05
Hurlow Wealth Management Group, Inc.
INCREASED
Shares2,447 from 2,401
Change+46 (+2%)
Value$255.8K (+$175)
Filed 2026-10-29
Wealth Effects LLC
DECREASED
Shares2,440 from 3,181
Change-741 (-23%)
Value$255.1K (-$83.6K)
Filed 2026-10-23
Pinnacle Associates LTD
NEW
Shares2,415
Change+2,415
Value$252.5K
Filed 2026-10-20
First Citizens Bank & Trust Co
DECREASED
Shares2,414 from 2,923
Change-509 (-17%)
Value$252.4K (-$58.9K)
Filed 2026-10-14
Lodestone Wealth Management LLC
UNCHANGED
Shares2,398 from 2,398
Change0 (0%)
Value$250.7K (-$4.6K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares2,373 from 2,373
Change0 (0%)
Value$248.1K (-$4.6K)
Filed 2026-10-16
Nautilus Advisors LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$247.8K (-$4.2K)
Filed 2026-10-07
Simplicity Wealth,LLC
NEW
Shares2,356
Change+2,356
Value$246.3K
Filed 2026-10-23
W.G. Shaheen & Associates DBA Whitney & Co
NEW
Shares2,355
Change+2,355
Value$246.2K
Filed 2026-11-03
Winthrop Advisory Group LLC
DECREASED
Shares2,355 from 2,517
Change-162 (-6%)
Value$246.2K (-$21.7K)
Filed 2026-10-22
Signature Equity Partners, LLC
INCREASED
Shares2,322 from 375
Change+1,947 (+519%)
Value$242.7K (+$202.8K)
Filed 2026-10-29
Guardian Asset Advisors, LLC
INCREASED
Shares2,322 from 2,309
Change+13 (+1%)
Value$242.6K (-$3.2K)
Filed 2026-10-16
BCS Wealth Management
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$239.6K (-$4.4K)
Filed 2026-11-03
Regatta Capital Group, LLC
NEW
Shares2,275
Change+2,275
Value$237.8K
Filed 2026-10-23
Pacific Center for Financial Services
NEW
Shares2,230
Change+2,230
Value$233.1K
Filed 2026-10-15
Wealth Advisory Solutions, LLC
UNCHANGED
Shares2,222 from 2,222
Change0 (0%)
Value$232.3K (-$4.3K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
NEW
Shares2,215
Change+2,215
Value$231.6K
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares2,172 from 2,172
Change0 (0%)
Value$227.1K (-$4.2K)
Filed 2026-11-02
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,118 from 2,118
Change0 (0%)
Value$221.4K (-$3.8K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares2,097 from 3,057
Change-960 (-31%)
Value$219.2K (-$106.2K)
Filed 2026-10-08
Integrity Advisory Solutions, LLC
DECREASED
Shares2,066 from 2,101
Change-35 (-2%)
Value$216.0K (-$7.7K)
Filed 2026-10-29
Columbus Macro, LLC
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$213.8K (-$3.9K)
Filed 2026-10-14
Sutton Place Investors LLC
DECREASED
Shares2,005 from 2,354
Change-349 (-15%)
Value$209.6K (-$41.0K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$209.1K (-$3.9K)
Filed 2026-10-27
Sage Mountain Advisors LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$209.1K (-$3.9K)
Filed 2026-11-02
First Hawaiian Bank
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$202.3K (-$3.7K)
Filed 2026-10-14
Paladin Partners, LLC
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$202.3K (-$3.7K)
Filed 2026-10-06
Uptown Financial Advisors LLC
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$202.3K (-$3.7K)
Filed 2026-10-15
High Probability Advisors, LLC
DECREASED
Shares1,916 from 1,971
Change-55 (-3%)
Value$200.3K (-$9.6K)
Filed 2026-10-19
Baring Financial LLC
NEW
Shares1,915
Change+1,915
Value$200.2K
Filed 2026-10-07
Blueline Advisors LLC
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$188.1K (-$3.5K)
Filed 2026-10-15
Evolution Wealth Management Inc.
NEW
Shares1,488
Change+1,488
Value$155.6K
Filed 2026-10-28
Independence Bank of Kentucky
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$142.7K (-$2.6K)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$141.9K (-$2.6K)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$135.9K (-$2.5K)
Filed 2026-10-20
Compass Financial Management LLC
INCREASED
Shares1,215 from 1,179
Change+36 (+3%)
Value$127.0K (+$1.5K)
Filed 2026-10-30
Miller Global Investments, LLC
NEW
Shares1,170
Change+1,170
Value$122.3K
Filed 2026-10-02
Oakworth Capital, Inc.
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$116.4K (-$1.9K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares1,051
Change+1,051
Value$109.9K
Filed 2026-10-30
Farmers & Merchants Investments Inc
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$98.8K (-$1.8K)
Filed 2026-10-22
Caldwell Trust Co
INCREASED
Shares781 from 101
Change+680 (+673%)
Value$81.6K (+$70.9K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$79.8K (-$1.5K)
Filed 2026-10-09
Eastern Bank
INCREASED
Shares625 from 31
Change+594 (+1916%)
Value$65.3K (+$62.0K)
Filed 2026-10-05
Pacifica Partners Inc.
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$65.4K (-$1.1K)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares611
Change+611
Value$63.8K
Filed 2026-10-27
Monetary Solutions, Ltd
INCREASED
Shares518 from 515
Change+3 (+1%)
Value$54.2K (-$644)
Filed 2026-10-22
Horizon Financial Services, LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$51.3K (-$948)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
DECREASED
Shares428 from 570
Change-142 (-25%)
Value$44.7K (-$15.9K)
Filed 2026-10-27
Maseco LLP
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$42.1K (-$781)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares323 from 1
Change+322 (+32200%)
Value$33.8K (+$33.7K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$32.0K (-$591)
Filed 2026-10-28
Valley Wealth Managers, Inc.
INCREASED
Shares286 from 113
Change+173 (+153%)
Value$29.9K (+$17.9K)
Filed 2026-10-09
Valley National Advisers Inc
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$23.6K (-$436)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
INCREASED
Shares221 from 219
Change+2 (+1%)
Value$23.1K (-$274)
Filed 2026-10-28
Frisco Financial Planning LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$22.0K (-$406)
Filed 2026-10-05
Balance Wealth Partners LLC
NEW
Shares168
Change+168
Value$17.6K
Filed 2026-10-27
Trust Co of Vermont
DECREASED
Shares125 from 3,440
Change-3,315 (-96%)
Value$13.1K (-$353.2K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
INCREASED
Shares124 from 89
Change+35 (+39%)
Value$13.0K (+$3.5K)
Filed 2026-10-13
Holos Integrated Wealth LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$12.4K (-$118)
Filed 2026-10-23
Retirement Wealth Solutions LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$12.4K (-$148)
Filed 2026-10-07
Eukles Asset Management
NEW
Shares86
Change+86
Value$9.0K
Filed 2026-11-04
Joseph Group Capital Management
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.9K (-$108)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.9K (-$108)
Filed 2026-11-02
EPG Wealth Management LLC
DECREASED
Shares38 from 61
Change-23 (-38%)
Value$4.0K (-$2.5K)
Filed 2026-11-03
Capital Investment Counsel, Inc
DECREASED
Shares36 from 659
Change-623 (-95%)
Value$3.8K (-$66.4K)
Filed 2026-10-20
Duncker Streett & Co Inc
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.2K (-$60)
Filed 2026-10-27
Robbins Farley
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.7K (-$50)
Filed 2026-10-21
Meriwether Wealth & Planning, LLC
NEW
Shares25
Change+25
Value$2.6K
Filed 2026-10-13
Ashton Thomas Securities, LLC
NEW
Shares15
Change+15
Value$1.6K
Filed 2026-10-26
Sofi Wealth, LLC
DECREASED
Shares15 from 22
Change-7 (-32%)
Value$1.6K (-$729)
Filed 2026-10-27
Carolina Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$523
Filed 2026-10-23
Community Financial Services Group, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$418 (-$7)
Filed 2026-10-15
City of London Investment Management Co LTD
CLOSED
Shares0 from 134,998
Change-134,998 (-100%)
Value$0 (-$14.4M)
Filed 2026-10-30
Portfolio Design Labs, LLC
CLOSED
Shares0 from 17,662
Change-17,662 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-04
Penney Financial, LLC
CLOSED
Shares0 from 12,607
Change-12,607 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
MBM Wealth Consultants, LLC
CLOSED
Shares0 from 9,541
Change-9,541 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-20
Sunesis Advisors, LLC
CLOSED
Shares0 from 8,884
Change-8,884 (-100%)
Value$0 (-$945.9K)
Filed 2026-10-26
Exchange Bank
CLOSED
Shares0 from 7,395
Change-7,395 (-100%)
Value$0 (-$787.3K)
Filed 2026-10-07
Tsfg, LLC
CLOSED
Shares0 from 4,225
Change-4,225 (-100%)
Value$0 (-$450.0K)
Filed 2026-10-23
Columbia Advisory Partners LLC
CLOSED
Shares0 from 3,514
Change-3,514 (-100%)
Value$0 (-$374.1K)
Filed 2026-10-15
Isthmus Partners, LLC
CLOSED
Shares0 from 3,472
Change-3,472 (-100%)
Value$0 (-$369.7K)
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 3,163
Change-3,163 (-100%)
Value$0 (-$336.8K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 3,062
Change-3,062 (-100%)
Value$0 (-$326.0K)
Filed 2026-10-21
FAI Advisors, Inc.
CLOSED
Shares0 from 2,681
Change-2,681 (-100%)
Value$0 (-$285.4K)
Filed 2026-10-27
Clarus Group, Inc.
CLOSED
Shares0 from 2,583
Change-2,583 (-100%)
Value$0 (-$275.0K)
Filed 2026-10-21
Marion Wealth Management
CLOSED
Shares0 from 2,566
Change-2,566 (-100%)
Value$0 (-$273.2K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 2,515
Change-2,515 (-100%)
Value$0 (-$267.8K)
Filed 2026-10-29
Lpwm LLC
CLOSED
Shares0 from 2,501
Change-2,501 (-100%)
Value$0 (-$266.3K)
Filed 2026-10-20
Journey Beyond Wealth, LLC
CLOSED
Shares0 from 2,367
Change-2,367 (-100%)
Value$0 (-$252.0K)
Filed 2026-11-04
Mission Wealth Management, LP
CLOSED
Shares0 from 2,346
Change-2,346 (-100%)
Value$0 (-$249.8K)
Filed 2026-10-15
Maia Wealth LLC
CLOSED
Shares0 from 2,248
Change-2,248 (-100%)
Value$0 (-$239.3K)
Filed 2026-10-19
Fiduciary Alliance LLC
CLOSED
Shares0 from 2,011
Change-2,011 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-13
Financial Partners Group, Inc
CLOSED
Shares0 from 1,991
Change-1,991 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-19
Accel Wealth Management
CLOSED
Shares0 from 1,962
Change-1,962 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-13
Jessup Wealth Management, Inc
CLOSED
Shares0 from 1,884
Change-1,884 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-20
Robinswood Financial LLC
CLOSED
Shares0 from 1,088
Change-1,088 (-100%)
Value$0 (-$115.8K)
Filed 2026-10-20
Signaturefd, LLC
CLOSED
Shares0 from 704
Change-704 (-100%)
Value$0 (-$74.9K)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$67.0K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$56.2K)
Filed 2026-10-23
Atlatl Advisers LLC
CLOSED
Shares0 from 525
Change-525 (-100%)
Value$0 (-$55.9K)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 404
Change-404 (-100%)
Value$0 (-$43.0K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$27.3K)
Filed 2026-10-15
Balentine LLC
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$15.3K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$9.1K)
Filed 2026-11-02
Evermay Wealth Management LLC
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$8.8K)
Filed 2026-11-05
Bell Investment Advisors, Inc
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-29
Financial Management Professionals, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-23
City State Bank
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$639)
Filed 2026-10-20
Bank of America Corp
N/A
Shares— from 10,837,871
Change-10,837,871 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,432,746
Change-10,432,746 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,576,953
Change-5,576,953 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,083,779
Change-3,083,779 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,950,954
Change-2,950,954 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,551,444
Change-1,551,444 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,388,673
Change-1,388,673 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,225,020
Change-1,225,020 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,139,510
Change-1,139,510 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,024,779
Change-1,024,779 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 953,664
Change-953,664 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 901,267
Change-901,267 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 856,767
Change-856,767 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 850,660
Change-850,660 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 813,111
Change-813,111 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 751,428
Change-751,428 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 742,589
Change-742,589 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 624,527
Change-624,527 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 590,539
Change-590,539 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 567,623
Change-567,623 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 528,122
Change-528,122 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 492,533
Change-492,533 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 460,655
Change-460,655 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 443,202
Change-443,202 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 433,650
Change-433,650 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 422,365
Change-422,365 (-100%)
Value—
WIT, LLC
N/A
Shares— from 418,588
Change-418,588 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 359,789
Change-359,789 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 351,387
Change-351,387 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 343,233
Change-343,233 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 339,158
Change-339,158 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 338,887
Change-338,887 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 323,060
Change-323,060 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 310,995
Change-310,995 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 281,424
Change-281,424 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 278,430
Change-278,430 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 276,817
Change-276,817 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 267,213
Change-267,213 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 265,422
Change-265,422 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 255,556
Change-255,556 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 234,813
Change-234,813 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 211,051
Change-211,051 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 202,850
Change-202,850 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 199,011
Change-199,011 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 189,853
Change-189,853 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 189,555
Change-189,555 (-100%)
Value—
Members Trust Co
N/A
Shares— from 182,646
Change-182,646 (-100%)
Value—
Betterment LLC
N/A
Shares— from 182,548
Change-182,548 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 171,415
Change-171,415 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 169,073
Change-169,073 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 169,036
Change-169,036 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 166,205
Change-166,205 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 154,022
Change-154,022 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 152,477
Change-152,477 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 149,771
Change-149,771 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 147,760
Change-147,760 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 124,417
Change-124,417 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 119,828
Change-119,828 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 118,563
Change-118,563 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 117,953
Change-117,953 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 117,929
Change-117,929 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 117,318
Change-117,318 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 116,865
Change-116,865 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 113,968
Change-113,968 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 110,184
Change-110,184 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 107,339
Change-107,339 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 101,627
Change-101,627 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 98,577
Change-98,577 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 96,849
Change-96,849 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 96,298
Change-96,298 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 94,184
Change-94,184 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 92,348
Change-92,348 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 89,241
Change-89,241 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 85,677
Change-85,677 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 84,558
Change-84,558 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 80,823
Change-80,823 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 80,646
Change-80,646 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 78,971
Change-78,971 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 78,041
Change-78,041 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 75,986
Change-75,986 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 75,455
Change-75,455 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 71,745
Change-71,745 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 71,501
Change-71,501 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 70,883
Change-70,883 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 70,520
Change-70,520 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 69,755
Change-69,755 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 66,079
Change-66,079 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 65,788
Change-65,788 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 63,633
Change-63,633 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 62,942
Change-62,942 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 61,596
Change-61,596 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 61,305
Change-61,305 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 60,900
Change-60,900 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 59,096
Change-59,096 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 57,827
Change-57,827 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 56,606
Change-56,606 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 56,371
Change-56,371 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 55,231
Change-55,231 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 53,968
Change-53,968 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 52,409
Change-52,409 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 50,446
Change-50,446 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 50,312
Change-50,312 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 49,407
Change-49,407 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 48,802
Change-48,802 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 47,978
Change-47,978 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 47,674
Change-47,674 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 47,550
Change-47,550 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 45,186
Change-45,186 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 44,449
Change-44,449 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 43,859
Change-43,859 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 42,765
Change-42,765 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 42,464
Change-42,464 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 41,354
Change-41,354 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 40,832
Change-40,832 (-100%)
Value—
Allstate Corp
N/A
Shares— from 40,156
Change-40,156 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 39,850
Change-39,850 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 39,712
Change-39,712 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 39,299
Change-39,299 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 38,400
Change-38,400 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 38,376
Change-38,376 (-100%)
Value—
Blair William & Co
N/A
Shares— from 38,046
Change-38,046 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 37,944
Change-37,944 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 36,323
Change-36,323 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 36,206
Change-36,206 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 34,705
Change-34,705 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 33,165
Change-33,165 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 32,505
Change-32,505 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 31,146
Change-31,146 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 30,630
Change-30,630 (-100%)
Value—
Rogco, LP
N/A
Shares— from 30,390
Change-30,390 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 30,181
Change-30,181 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 29,341
Change-29,341 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,100
Change-29,100 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 28,825
Change-28,825 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 27,763
Change-27,763 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 26,271
Change-26,271 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25,743
Change-25,743 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 25,496
Change-25,496 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 25,410
Change-25,410 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 24,948
Change-24,948 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 24,510
Change-24,510 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 24,440
Change-24,440 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,175
Change-24,175 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 24,012
Change-24,012 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,888
Change-23,888 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 23,678
Change-23,678 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 23,393
Change-23,393 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 23,144
Change-23,144 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 23,118
Change-23,118 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23,115
Change-23,115 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 22,753
Change-22,753 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 22,628
Change-22,628 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 22,063
Change-22,063 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 22,008
Change-22,008 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,509
Change-20,509 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 20,424
Change-20,424 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,347
Change-20,347 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 20,092
Change-20,092 (-100%)
Value—
Ndwm LLC
N/A
Shares— from 19,945
Change-19,945 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,937
Change-19,937 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 19,798
Change-19,798 (-100%)
Value—
Allegheny Financial Group
N/A
Shares— from 19,772
Change-19,772 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 18,880
Change-18,880 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 18,069
Change-18,069 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 18,050
Change-18,050 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 17,770
Change-17,770 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 17,478
Change-17,478 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 17,277
Change-17,277 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 17,025
Change-17,025 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 16,980
Change-16,980 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,853
Change-16,853 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 16,714
Change-16,714 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,667
Change-16,667 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 16,649
Change-16,649 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 16,628
Change-16,628 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,579
Change-16,579 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 16,322
Change-16,322 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 15,900
Change-15,900 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 15,628
Change-15,628 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 15,450
Change-15,450 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 15,362
Change-15,362 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 15,139
Change-15,139 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 14,961
Change-14,961 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 14,883
Change-14,883 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 14,749
Change-14,749 (-100%)
Value—
Commerce Bank
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 13,914
Change-13,914 (-100%)
Value—
Nwam LLC
N/A
Shares— from 13,486
Change-13,486 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 13,298
Change-13,298 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 12,850
Change-12,850 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 12,784
Change-12,784 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,621
Change-12,621 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 12,474
Change-12,474 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 12,437
Change-12,437 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 12,188
Change-12,188 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 12,162
Change-12,162 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,162
Change-12,162 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 11,904
Change-11,904 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11,901
Change-11,901 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 11,713
Change-11,713 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,422
Change-11,422 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 11,326
Change-11,326 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 10,986
Change-10,986 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 10,985
Change-10,985 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 10,908
Change-10,908 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,507
Change-10,507 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 10,444
Change-10,444 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 10,384
Change-10,384 (-100%)
Value—
&partners
N/A
Shares— from 10,368
Change-10,368 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 10,220
Change-10,220 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 10,090
Change-10,090 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 9,952
Change-9,952 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 9,709
Change-9,709 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 9,573
Change-9,573 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 9,429
Change-9,429 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 9,257
Change-9,257 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 8,906
Change-8,906 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,781
Change-8,781 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,739
Change-8,739 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 8,643
Change-8,643 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,242
Change-8,242 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,237
Change-8,237 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 8,009
Change-8,009 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 7,991
Change-7,991 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 7,861
Change-7,861 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 7,697
Change-7,697 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 7,636
Change-7,636 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,606
Change-7,606 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 7,588
Change-7,588 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,573
Change-7,573 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,530
Change-7,530 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 7,394
Change-7,394 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 7,391
Change-7,391 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 7,353
Change-7,353 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,210
Change-7,210 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
Sunbeam Capital Management, LLC
N/A
Shares— from 6,645
Change-6,645 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 6,386
Change-6,386 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,288
Change-6,288 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 6,126
Change-6,126 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 6,028
Change-6,028 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 5,896
Change-5,896 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,753
Change-5,753 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,709
Change-5,709 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 5,650
Change-5,650 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 5,632
Change-5,632 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 5,559
Change-5,559 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,303
Change-5,303 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,879
Change-4,879 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 4,685
Change-4,685 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Centennial Bank
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 3,261
Change-3,261 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Stephen J. Garry & Associates, LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Croban
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
NBH Bank
N/A
Shares— from 974
Change-974 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 948
Change-948 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 890
Change-890 (-100%)
Value—
Collier Financial
N/A
Shares— from 785
Change-785 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Motco
N/A
Shares— from 637
Change-637 (-100%)
Value—
10Elms LLP
N/A
Shares— from 435
Change-435 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 376
Change-376 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 352
Change-352 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 352
Change-352 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 321
Change-321 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 294
Change-294 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 234
Change-234 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 129
Change-129 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 88
Change-88 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 36
Change-36 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
DECREASED4,609,2574,745,689-136,432-3%$505.3M$481.9M-$23.4M2026-11-05
Creative Planning
INCREASED3,072,3652,954,555+117,810+4%$314.6M$321.2M+$6.6M2026-11-02
Citigroup Inc
INCREASED1,548,6011,531,445+17,156+1%$163.1M$161.9M-$1.2M2026-11-04
Salomon & Ludwin, LLC
INCREASED739,423726,711+12,712+2%$77.3M$77.3M-$18.4K2026-10-29
Angeles Wealth Management, LLC
INCREASED683,24828,744+654,504+2277%$3.1M$71.4M+$68.4M2026-10-26
Nisa Investment Advisors, LLC
INCREASED680,590675,290+5,300+1%$71.9M$71.1M-$749.2K2026-10-20
CX Institutional
INCREASED599,280120,284+478,996+398%$12.8K$62.6K+$49.8K2026-10-02
Commonwealth Equity Services, LLC
INCREASED546,803526,793+20,010+4%$56.1M$57.2M+$1.1M2026-11-02
Modera Wealth Management, LLC
INCREASED545,792288,254+257,538+89%$30.7M$57.1M+$26.4M2026-10-28
Apella Capital, LLC
INCREASED488,398415,416+72,982+18%$44.2M$51.0M+$6.9M2026-10-08
Heritage Investment Group, Inc.
DECREASED479,363551,509-72,146-13%$58.7M$50.1M-$8.6M2026-11-03
Willow Creek Wealth Management Inc.
DECREASED450,077464,033-13,956-3%$49.4M$47.1M-$2.4M2026-10-26
US Bancorp \de\
DECREASED400,111453,380-53,269-12%$48.3M$41.8M-$6.4M2026-11-05
Crestwood Advisors Group, LLC
DECREASED348,767396,595-47,828-12%$42.2M$36.5M-$5.8M2026-10-27
RMR Wealth Builders
INCREASED331,561313,220+18,341+6%$33.3M$34.7M+$1.3M2026-10-22
Glenview Trust Co
INCREASED307,773285,927+21,846+8%$30.4M$32.2M+$1.7M2026-10-28
Bear Mountain Capital, Inc.
INCREASED305,918282,429+23,489+8%$30.0M$32.2M+$2.2M2026-11-04
Willis Johnson Wealth, Inc.
INCREASED301,410290,740+10,670+4%$31.0M$31.5M+$554.4K2026-11-03
Cahaba Wealth Management, Inc.
INCREASED282,183270,064+12,119+4%$28.8M$29.5M+$745.7K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED276,189254,562+21,627+9%$26.6M$28.5M+$1.8M2026-10-13
BIP Wealth, LLC
DECREASED236,288239,389-3,101-1%$25.5M$24.7M-$786.2K2026-10-22
LVW Advisors, LLC
DECREASED231,605253,970-22,365-9%$27.0M$24.2M-$2.8M2026-10-19
Gamma Investing LLC
INCREASED230,745221,849+8,896+4%$23.6M$24.1M+$501.8K2026-10-08
Old National Bancorp
DECREASED227,816244,497-16,681-7%$26.0M$23.8M-$2.2M2026-10-20
Wealthcare Advisory Partners LLC
INCREASED210,745146,517+64,228+44%$15.6M$22.0M+$6.4M2026-10-21
Mather Group, Llc.
INCREASED208,185205,542+2,643+1%$21.9M$21.8M-$120.4K2026-10-14
Rockwood Wealth Management, LLC
INCREASED206,09248,970+157,122+321%$5.2M$21.5M+$16.3M2026-10-27
Citizens Financial Group Inc
DECREASED192,373337,842-145,469-43%$36.0M$20.1M-$15.9M2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED190,422150,565+39,857+26%$16.0M$19.9M+$3.9M2026-10-20
TD Private Client Wealth LLC
INCREASED185,805159,941+25,864+16%$17.0M$19.4M+$2.4M2026-10-28
Carnegie Investment Counsel
INCREASED184,826183,174+1,652+1%$19.5M$19.3M-$180.8K2026-10-20
Thrivent Financial for Lutherans
INCREASED184,7029,111+175,591+1927%$970.0K$19.3M+$18.3M2026-11-05
Brown Wealth Management, LLC
INCREASED183,257168,105+15,152+9%$17.9M$19.2M+$1.3M2026-10-20
Choreo, LLC
INCREASED180,74896,185+84,563+88%$10.2M$18.9M+$8.7M2026-10-28
Ascent Group, LLC
DECREASED178,596192,334-13,738-7%$20.5M$18.7M-$1.8M2026-10-30
Arkansas Financial Group, Inc.
INCREASED176,670174,286+2,384+1%$18.6M$18.5M-$87.1K2026-10-26
Assetmark, Inc
INCREASED166,593148,456+18,137+12%$15.8M$17.4M+$1.6M2026-10-21
Brookstone Capital Management
INCREASED147,296144,483+2,813+2%$15.4M$15.4M+$15.2K2026-10-22
Abundance Wealth Counselors
INCREASED145,914131,537+14,377+11%$14.0M$15.3M+$1.2M2026-10-26
Brandywine OAK Private Wealth LLC
INCREASED144,385141,844+2,541+2%$15.1M$15.1M-$8.2K2026-10-23
Oak Harvest Investment Services
INCREASED136,559130,615+5,944+5%$13.9M$14.3M+$369.3K2026-10-20
First Interstate Bank
INCREASED127,2111,895+125,316+6613%$201.8K$13.3M+$13.1M2026-10-23
Park Avenue Securities LLC
INCREASED126,115114,097+12,018+11%$12.1M$13.2K-$12.1M2026-10-26
Grove Bank & Trust
DECREASED116,091116,994-903-1%$12.5M$12.1M-$320.2K2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED110,971109,571+1,400+1%$11.7M$11.6M-$64.9K2026-11-05
PDS Planning, Inc
DECREASED106,783115,118-8,335-7%$12.3M$11.2M-$1.1M2026-11-03
MBL Wealth, LLC
DECREASED106,356114,114-7,758-7%$12.1M$11.1M-$1.0M2026-10-22
Valen Private Capital, LLC
NEW105,255—+105,255——$11.0M—2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED104,551106,414-1,863-2%$11.3M$10.9K-$11.3M2026-11-02
Anderson Hoagland & Co
INCREASED100,62651,678+48,948+95%$5.5M$10.6M+$5.1M2026-10-23
Slow Capital, Inc.
DECREASED99,895140,107-40,212-29%$14.9M$10.4M-$4.5M2026-10-23
Kestra Advisory Services, LLC
DECREASED98,118107,608-9,490-9%$11.5M$10.3M-$1.2M2026-11-02
Central Pacific Bank - Trust Division
DECREASED93,41595,358-1,943-2%$10.2M$9.8M-$387.2K2026-10-06
Financial Solutions Advisory Group, Inc.
DECREASED91,34395,054-3,711-4%$10.1M$9.6M-$481.0K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED84,17178,499+5,672+7%$8.4M$8.8M+$441.4K2026-10-30
Vested Financial Planning, LLC
NEW83,357—+83,357——$8.7M—2026-10-28
Investment Research Partners LLC
INCREASED76,93772,397+4,540+6%$7.7M$8.0M+$334.9K2026-10-19
Hughes Financial Services, LLC
NEW76,506—+76,506——$8.1M—2026-10-30
Elmwood Wealth Management, Inc.
INCREASED76,09072,656+3,434+5%$7.7M$8.0M+$218.8K2026-10-14
Relyea Zuckerberg Hanson LLC
INCREASED75,9929,608+66,384+691%$1.0M$7.9M+$6.9M2026-10-20
Truist Financial Corp
INCREASED75,45441,435+34,019+82%$4.4M$7.9M+$3.5M2026-10-30
JFS Wealth Advisors, LLC
DECREASED69,24774,471-5,224-7%$7.9M$7.2M-$689.8K2026-11-03
Chesley Taft & Associates LLC
DECREASED68,04269,722-1,680-2%$7.4M$7.1M-$310.2K2026-10-13
AUA Capital Management, LLC
DECREASED66,82567,195-370-1%$7.2M$7.0M-$168.4K2026-10-15
Wedmont Private Capital
INCREASED66,30965,948+361+1%$7.0M$6.9M-$75.0K2026-10-09
Root Financial Partners, LLC
INCREASED65,53746,531+19,006+41%$5.0M$6.9M+$1.9M2026-10-21
Ackerman Capital Advisors, LLC
DECREASED63,83464,033-1990%$6.8M$6.7M-$144.4K2026-10-30
Regions Financial Corp
INCREASED63,63963,085+554+1%$6.7M$6.7M-$63.8K2026-11-05
Integrated Advisors Network LLC
INCREASED62,14461,637+507+1%$6.6M$6.5M-$65.9K2026-10-20
Triad Wealth Partners, LLC
INCREASED61,54954,459+7,090+13%$5.8M$6.4M+$663.4K2026-10-26
Aaron Wealth Advisors LLC
DECREASED61,212105,380-44,168-42%$11.2M$6.4M-$4.8M2026-10-13
Sheets Smith Wealth Management
DECREASED60,58576,061-15,476-20%$8.1M$6.3M-$1.8M2026-10-16
Single Point Partners, LLC
DECREASED60,25362,504-2,251-4%$6.7M$6.3M-$356.1K2026-10-19
HUB Investment Partners, LLC
INCREASED58,66656,968+1,698+3%$6.1M$6.1M+$67.6K2026-11-03
Kings Path Partners LLC
DECREASED58,55959,412-853-1%$6.3M$6.1M-$203.9K2026-10-21
Morton Brown Family Wealth, LLC
INCREASED58,33455,545+2,789+5%$5.9M$6.1M+$184.3K2026-10-23
AMG National Trust Bank
INCREASED58,14956,058+2,091+4%$6.0M$6.1M+$110.4K2026-11-05
Durante & Waters, LLC
INCREASED57,33556,868+467+1%$6.1M$6.0M-$60.9K2026-10-28
Opus Capital Group, LLC
DECREASED56,86658,077-1,211-2%$6.2M$5.9K-$6.2M2026-10-30
Presilium Private Wealth, LLC
DECREASED54,30355,973-1,670-3%$6.0M$5.7M-$282.6K2026-10-26
Apex Wealth Management, LLC
INCREASED52,52251,444+1,078+2%$5.5M$5.5M+$13.3K2026-10-20
Symmetry Partners, LLC
INCREASED52,18749,934+2,253+5%$5.3M$5.5M+$139.1K2026-10-27
Simon Quick Advisors, LLC
INCREASED52,07929,862+22,217+74%$3.2M$5.4M+$2.3M2026-10-26
Prospera Financial Services Inc
INCREASED51,80450,328+1,476+3%$5.4M$5.5M+$135.9K2026-11-04
Life Planning Partners, Inc
INCREASED51,71850,465+1,253+2%$5.4M$5.4M+$33.6K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED50,41252,643-2,231-4%$5.6M$5.3M-$334.8K2026-10-27
North Star Investment Management Corp.
INCREASED50,13233,110+17,022+51%$3.5M$5.2M+$1.7M2026-10-27
XML Financial, LLC
INCREASED49,96947,680+2,289+5%$5.1M$5.2M+$147.3K2026-10-29
Syntegra Private Wealth Group, LLC
DECREASED48,76765,984-17,217-26%$7.0M$5.1M-$1.9M2026-10-13
Voisard Asset Management Group, Inc.
INCREASED48,35847,760+598+1%$5.1M$5.1M-$29.7K2026-10-13
Private Wealth Management Group, LLC
DECREASED47,87649,225-1,349-3%$5.2M$5.0M-$236.0K2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED46,62348,467-1,844-4%$5.2M$4.9M-$286.3K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED46,34237,064+9,278+25%$3.9M$4.8M+$898.4K2026-10-13
Vise Technologies, Inc.
INCREASED46,26534,747+11,518+33%$3.7M$4.8M+$1.1M2026-10-29
Invested Advisors
INCREASED45,31444,469+845+2%$4.7M$4.7M+$2.5K2026-10-23
Eagle Rock Investment Company, LLC
DECREASED44,57244,831-259-1%$4.8M$4.7M-$113.6K2026-10-21
BCO Wealth Management LLC
INCREASED43,89639,461+4,435+11%$4.2M$4.6M+$387.5K2026-10-14
Aspen Wealth Management LLC
INCREASED43,74821,920+21,828+100%$2.3M$4.6M+$2.2M2026-10-14
Curbstone Financial Management Corp
INCREASED43,30037,650+5,650+15%$4.0M$4.5M+$518.0K2026-10-21
Equita Financial Network, Inc.
INCREASED42,58133,843+8,738+26%$3.6M$4.5M+$848.1K2026-10-19
Diversified Portfolios, Inc.
INCREASED42,22337,462+4,761+13%$4.0M$4.4M+$425.4K2026-11-04
LJI Wealth Management, LLC
INCREASED42,04441,440+604+1%$4.4M$4.4M-$16.9K2026-10-28
Greenspring Advisors, LLC
INCREASED41,93841,253+685+2%$4.4M$4.4M-$8.0K2026-11-05
Avantax Planning Partners, Inc.
DECREASED41,25843,970-2,712-6%$4.7M$4.3M-$368.4K2026-11-03
Baron Financial Group, LLC
DECREASED40,72540,800-750%$4.3M$4.3M-$86.6K2026-10-09
Charles Schwab Trust Co
INCREASED40,38338,157+2,226+6%$4.1M$4.2M+$159.1K2026-10-15
Larson Financial Group LLC
DECREASED39,63251,294-11,662-23%$5.5M$4.1M-$1.3M2026-11-05
Mullooly Asset Management, Inc.
INCREASED39,00038,838+162+0%$4.1M$4.1M-$58.5K2026-10-30
McAdam, LLC
INCREASED38,0458,596+29,449+343%$915.2K$4.0M+$3.1M2026-10-21
Patten Group, Inc.
INCREASED37,76033,883+3,877+11%$3.6M$3.9M+$339.9K2026-10-26
Prosperity Planning, Inc.
DECREASED37,31737,536-219-1%$4.0M$3.9M-$95.3K2026-10-09
K2 Financial Inc.
INCREASED36,63734,423+2,214+6%$3.7M$3.8M+$180.2K2026-10-26
BlueChip Wealth Advisors LLC
NEW36,245—+36,245——$3.8M—2026-11-03
Wealth Architects, LLC
INCREASED36,21235,616+596+2%$3.8M$3.8M-$6.4K2026-11-03
Alhambra Investment Management LLC
INCREASED35,91635,827+89+0%$3.8M$3.8M-$59.8K2026-10-15
Farther Finance Advisors, LLC
DECREASED35,47945,065-9,586-21%$4.8M$3.7M-$1.1M2026-10-08
Brewster Financial Planning LLC
INCREASED35,25732,011+3,246+10%$3.4M$3.7M+$277.6K2026-10-13
Tassel Capital Management, Inc.
NEW35,008—+35,008——$3.7M—2026-10-20
Naples Global Advisors, LLC
INCREASED34,46532,183+2,282+7%$3.4M$3.6M+$176.4K2026-11-05
Cullen T Bankers, Inc.
INCREASED34,0421,085+32,957+3038%$115.5K$3.6M+$3.4M2026-10-28
RFG Advisory, LLC
INCREASED33,28130,623+2,658+9%$3.3M$3.5M+$218.8K2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED32,87032,710+160+0%$3.5M$3.4M-$46.4K2026-10-08
Avail Investment Partners, LLC
INCREASED31,62327,927+3,696+13%$3.0M$3.3M+$332.4K2026-10-16
Waterway Wealth Management, LLC
DECREASED31,00793,110-62,103-67%$9.9M$3.2M-$6.7M2026-10-28
Brooklyn FI, LLC
INCREASED30,237272+29,965+11017%$28.9K$3.2M+$3.2M2026-11-05
Hudson Oak Wealth Advisory LLC
INCREASED29,75828,307+1,451+5%$3.0M$3.1M+$97.1K2026-10-16
Confluence Wealth Services, Inc.
INCREASED29,73224,267+5,465+23%$2.6M$3.1M+$524.4K2026-11-05
AlphaCore Capital LLC
INCREASED29,63228,047+1,585+6%$3.0M$3.1M+$111.5K2026-11-04
Johnson Bixby & Associates, LLC
DECREASED29,57529,680-1050%$3.2M$3.1M-$68.3K2026-10-14
Fonville Wealth Management LLC
DECREASED29,45129,905-454-2%$3.2M$3.1M-$105.2K2026-10-28
Washington Trust Bank
INCREASED28,82020,283+8,537+42%$2.2M$3.0M+$853.3K2026-11-03
James Investment Research, Inc.
DECREASED28,24029,486-1,246-4%$3.1M$3.0M-$187.2K2026-10-22
Brown, Lisle Ings, Inc.
UNCHANGED27,92727,92700%$3.0M$2.9M-$53.9K2026-10-16
Perigon Wealth Management, LLC
DECREASED27,36250,778-23,416-46%$5.4M$2.9M-$2.5M2026-10-22
KFA Private Wealth Group, LLC
INCREASED27,30724,900+2,407+10%$2.7M$2.9M+$203.6K2026-10-07
Conrad Siegel Investment Advisors, Inc.
INCREASED27,2512,145+25,106+1170%$228.3K$2.8M+$2.6M2026-10-08
EverSource Wealth Advisors, LLC
INCREASED27,02324,610+2,413+10%$2.6M$2.8M+$204.7K2026-11-04
Legacy Financial Group, Inc.
INCREASED26,99724,019+2,978+12%$2.6M$2.8M+$265.0K2026-10-21
Sigma Investment Counselors Inc
INCREASED25,99823,286+2,712+12%$2.5M$2.7M+$238.6K2026-10-27
Avant Financial Advisors LLC
INCREASED25,91023,378+2,532+11%$2.5M$2.7M+$219.6K2026-11-02
Axxcess Wealth Management, LLC
INCREASED25,57011,807+13,763+117%$1.3M$2.7M+$1.4M2026-10-21
Pines Wealth Management, LLC
INCREASED25,46623,956+1,510+6%$2.6M$2.7M+$111.6K2026-10-21
Greenleaf Trust
DECREASED25,21848,402-23,184-48%$5.2M$2.6M-$2.5M2026-10-29
Certior Financial Group, LLC
DECREASED24,87225,395-523-2%$2.7M$2.6M-$103.7K2026-10-19
Omega Financial Group, LLC
INCREASED24,82621,954+2,872+13%$2.3M$2.6M+$257.9K2026-10-29
Wealthcare Capital Management LLC
INCREASED24,54222,118+2,424+11%$2.4M$2.6M+$210.6K2026-10-21
Clear Wave Wealth Management LLC
DECREASED24,51125,411-900-4%$2.7M$2.6M-$143.1K2026-11-04
Stone Summit Wealth LLC
INCREASED24,15623,905+251+1%$2.5M$2.5M-$19.9K2026-10-14
United Advisor Group, LLC
DECREASED24,12924,365-236-1%$2.6M$2.5M-$71.7K2026-11-03
Safir Wealth Advisors, LLC
INCREASED23,63123,056+575+2%$2.5M$2.5M+$15.6K2026-10-16
Unison Advisors LLC
INCREASED23,28823,283+5+0%$2.5M$2.4M-$44.4K2026-10-29
Premier Path Wealth Partners, LLC
INCREASED23,27713,112+10,165+78%$1.4M$2.4M+$1.0M2026-10-16
1900 Wealth Management LLC
INCREASED23,21320,890+2,323+11%$2.2M$2.4M+$202.5K2026-10-13
Altiora Financial Group, LLC
DECREASED22,84998,775-75,926-77%$10.5M$2.4M-$8.1M2026-11-04
Wiser Wealth Management, Inc
DECREASED22,82923,276-447-2%$2.5M$2.4M-$91.7K2026-10-14
Pinnacle Bancorp, Inc.
INCREASED22,73122,484+247+1%$2.4M$2.4M-$17.6K2026-10-21
Fifth Third Securities, Inc.
INCREASED22,30421,096+1,208+6%$2.2M$2.3M+$85.6K2026-10-21
GLR Partners, LLC
NEW22,024—+22,024——$2.3M—2026-11-04
May Hill Capital, LLC
DECREASED21,98822,469-481-2%$2.4M$2.3M-$93.7K2026-11-03
Old Second National Bank of Aurora
INCREASED21,94921,677+272+1%$2.3M$2.3M-$13.4K2026-10-22
FC Advisory LLC
INCREASED21,85421,609+245+1%$2.3M$2.3M-$16.0K2026-10-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED21,80821,644+164+1%$2.3M$2.3M-$24.6K2026-10-13
Founders Grove Wealth Partners, LLC
INCREASED21,67115,456+6,215+40%$1.6M$2.3M+$619.9K2026-10-16
Advus Financial Partners, LLC
INCREASED21,64219,515+2,127+11%$2.1M$2.3M+$184.7K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED21,62317,194+4,429+26%$1.8M$2.3M+$429.8K2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED21,55621,582-260%$2.3M$2.3M-$44.4K2026-11-02
Keybank National Association
INCREASED21,55510,519+11,036+105%$1.1M$2.3M+$1.1M2026-11-04
Narus Financial Partners, LLC
DECREASED21,09621,774-678-3%$2.3M$2.2M-$112.9K2026-10-19
Wesbanco Bank Inc
INCREASED20,92814,444+6,484+45%$1.5M$2.2M+$650.0K2026-11-04
Compound Planning, Inc.
DECREASED20,68229,158-8,476-29%$3.1M$2.2M-$942.3K2026-11-05
Belleair Asset Management, LLC
UNCHANGED20,66020,66000%$2.2M$2.2M-$39.9K2026-11-03
Sfam, LLC
INCREASED20,59717,634+2,963+17%$1.9M$2.2M+$275.8K2026-11-03
Rosenberg Matthew Hamilton
INCREASED20,49414,325+6,169+43%$1.5M$2.1M+$617.3K2026-10-05
1620 Investment Advisors, Inc.
INCREASED20,25416,314+3,940+24%$1.7M$2.1M+$380.4K2026-11-04
Sentinel Pension Advisors, LLC
INCREASED20,1543,529+16,625+471%$374.8K$2.1M+$1.7M2026-11-02
Meridian Wealth Management, LLC
INCREASED20,12719,655+472+2%$2.1M$2.1M+$11.4K2026-11-05
Evensky & Katz LLC
DECREASED20,10420,189-850%$2.2M$2.1K-$2.1M2026-10-27
McNaughton Wealth Management, LLC
INCREASED20,06113,601+6,460+48%$1.4M$2.1M+$649.1K2026-10-09
S.A. Mason LLC
UNCHANGED19,65019,65000%$2.1M$2.1M-$37.9K2026-10-13
Phillips Financial Management, LLC
DECREASED19,44920,993-1,544-7%$2.2M$2.0M-$201.9K2026-10-19
VestGen Advisors, LLC
INCREASED19,36515,536+3,829+25%$1.7M$2.0M+$370.3K2026-10-27
Ironwood Wealth Management, Llc.
DECREASED18,90626,209-7,303-28%$2.8M$2.0M-$814.0K2026-10-28
Lido Advisors, LLC
DECREASED18,72625,633-6,907-27%$2.7M$2.0M-$771.4K2026-11-04
Factor Wealth Management LTD
DECREASED17,84420,124-2,280-11%$2.1M$1.9M-$277.2K2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED17,59012,611+4,979+39%$1.3M$1.8M+$496.1K2026-10-14
SteelPeak Wealth, LLC
DECREASED17,58618,632-1,046-6%$2.0M$1.8M-$145.3K2026-10-16
Lake Hills Wealth Management, LLC
INCREASED17,49617,012+484+3%$1.8M$1.8M+$17.8K2026-10-07
Cypress Capital Group
INCREASED17,41417,214+200+1%$1.8M$1.8M-$12.3K2026-11-03
IFG Advisors, LLC
INCREASED17,19816,624+574+3%$1.8M$1.8M+$28.0K2026-10-15
Roth Financial Partners LLC
DECREASED17,19517,699-504-3%$1.9M$1.8M-$86.8K2026-10-06
Apeiron RIA LLC
INCREASED17,0439,374+7,669+82%$998.1K$1.8M+$784.1K2026-10-08
Smith Thornton Advisors LLC
DECREASED16,78916,994-205-1%$1.8M$1.8M-$50.6K2026-10-16
Bangor Savings Bank
DECREASED16,78916,848-590%$1.8M$1.8M-$38.7K2026-10-06
Foronjy Financial LLC
INCREASED16,52810,654+5,874+55%$1.1M$1.7M+$593.5K2026-10-14
L.K. Benson & Company, P.C.
INCREASED16,31015,887+423+3%$1.7M$1.7M+$13.6K2026-10-23
Boltwood Capital Management
INCREASED16,01513,955+2,060+15%$1.5M$1.7M+$188.4K2026-10-02
Investment Partners, Ltd.
INCREASED15,9508,097+7,853+97%$862.1K$1.7M+$805.4K2026-10-29
CWS Financial Advisors, LLC
INCREASED15,80312,270+3,533+29%$1.3M$1.7M+$345.7K2026-10-16
Atria Investments, Inc
INCREASED15,79214,641+1,151+8%$1.6M$1.7M+$92.1K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED15,6448,701+6,943+80%$926.4K$1.6M+$709.0K2026-10-26
IFP Advisors, Inc
INCREASED15,61614,870+746+5%$1.6M$1.6M+$49.3K2026-10-16
McBroom & Associates, LLC
DECREASED15,37520,185-4,810-24%$2.1M$1.6M-$541.8K2026-10-29
Juncture Wealth Strategies, LLC
DECREASED15,28215,748-466-3%$1.7M$1.6M-$79.1K2026-10-06
Greenwood Gearhart LLC
UNCHANGED15,00015,00000%$1.6M$1.6M-$29.0K2026-11-02
First Heartland Consultants, Inc.
INCREASED14,98011,681+3,299+28%$1.2M$1.6M+$322.3K2026-10-08
XY Planning Network, Inc.
INCREASED14,85312,703+2,150+17%$1.4M$1.6M+$200.2K2026-10-14
Silver Grove Financial Group, Inc.
INCREASED14,66510,006+4,659+47%$1.1M$1.5M+$467.7K2026-11-05
White Lighthouse Investment Management Inc.
UNCHANGED14,50014,50000%$1.5M$1.5M-$28.0K2026-10-21
Chicago Partners Investment Group LLC
INCREASED14,41214,318+94+1%$1.5M$1.5M+$10.9K2026-10-27
ADE, LLC
DECREASED14,38614,433-470%$1.5M$1.5M-$32.8K2026-10-29
Human Investing LLC
INCREASED14,20813,445+763+6%$1.4M$1.5M+$53.8K2026-10-19
Soltis Investment Advisors LLC
INCREASED14,15413,710+444+3%$1.5M$1.5M+$20.0K2026-10-28
Montag A & Associates Inc
INCREASED14,06114,055+6+0%$1.5M$1.5M-$26.5K2026-10-29
True Link Financial Advisors, LLC
INCREASED13,88513,535+350+3%$1.4M$1.5M+$10.5K2026-10-27
Heartwood Wealth Advisors LLC
UNCHANGED13,86813,86800%$1.5M$1.4M-$26.8K2026-10-05
Accredited Investor Services, LLC
DECREASED13,83116,971-3,140-18%$1.8M$1.4M-$361.0K2026-10-22
Procyon Advisors, LLC
INCREASED13,7966,886+6,910+100%$733.2K$1.4M+$709.0K2026-10-21
Stewardship Advisors, LLC
INCREASED13,62812,826+802+6%$1.4M$1.4M+$59.1K2026-10-20
ARS Wealth Advisors Group, LLC
INCREASED13,46413,022+442+3%$1.4M$1.4M+$21.1K2026-10-16
Roan Capital Partners
DECREASED13,30313,828-525-4%$1.5M$1.4M-$81.6K2026-10-09
Joel Adams & Associates, Inc.
INCREASED13,24410,539+2,705+26%$1.1M$1.4M+$262.4K2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED13,22112,101+1,120+9%$1.3M$1.4M+$93.7K2026-10-06
Plancorp, LLC
UNCHANGED13,11813,11800%$1.4M$1.4M-$2.6K2026-11-03
Shore Point Advisors, LLC
INCREASED13,10712,370+737+6%$1.3M$1.4M+$53.2K2026-10-14
Galvin, Gaustad & Stein, LLC
DECREASED12,94813,574-626-5%$1.4M$1.4M-$91.6K2026-10-08
O'Domhnaill Enterprises, Inc.
DECREASED12,57817,861-5,283-30%$1.9M$1.3M-$586.8K2026-10-29
WBH Advisory Inc
INCREASED12,5585,148+7,410+144%$548.1K$1.3M+$764.7K2026-11-05
Veratis Advisors, Inc.
DECREASED12,51213,190-678-5%$1.4M$1.3M-$96.3K2026-11-03
Wingate Wealth Advisors, Inc.
INCREASED12,34112,320+21+0%$1.3M$1.3M-$21.7K2026-10-26
First National Trust Co
UNCHANGED11,99111,99100%$1.3M$1.3M-$23.1K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED11,84311,832+11+0%$1.3M$1.2M-$22.2K2026-10-30
Midwest Trust Co
DECREASED11,55012,354-804-7%$1.3M$1.2M-$107.9K2026-10-22
Intergy Private Wealth, LLC
INCREASED11,50111,404+97+1%$1.2M$1.2M-$11.9K2026-10-16
Strategic Blueprint, LLC
INCREASED11,50111,472+29+0%$1.2M$1.2M-$19.1K2026-10-22
Wealth Forward, LLC
NEW11,286—+11,286——$1.2M—2026-10-14
Timonier Family Office, Ltd.
INCREASED11,23210,526+706+7%$1.1M$1.2M+$53.5K2026-11-03
Archvest Wealth Advisors, Inc.
NEW11,170—+11,170——$1.2M—2026-10-29
Hobart Private Capital, LLC
DECREASED11,13511,454-319-3%$1.2M$1.2M-$55.5K2026-10-19
Ascentis Independent Advisors
NEW11,074—+11,074——$1.2M—2026-11-03
Diversified Enterprises, LLC
DECREASED11,05811,537-479-4%$1.2M$1.2M-$72.3K2026-10-19
Rodgers & Associates, LTD
INCREASED10,8728,335+2,537+30%$887.4K$1.1M+$249.1K2026-10-20
Orin Green Financial, LLC
UNCHANGED10,83310,83300%$1.2M$1.1M-$20.9K2026-10-19
Boston Trust Walden Corp
INCREASED10,7734,281+6,492+152%$455.8K$1.1M+$670.4K2026-10-30
Capital Investment Advisors, LLC
DECREASED10,60611,924-1,318-11%$1.3M$1.1M-$160.8K2026-10-22
Bryn Mawr Trust Advisors, LLC
UNCHANGED10,45010,45000%$1.1M$1.1M-$20.2K2026-11-04
Bfsg, LLC
INCREASED10,4253,994+6,431+161%$425.3K$1.1M+$664.5K2026-10-30
FSM Wealth Advisors, LLC
DECREASED10,25710,418-161-2%$1.1M$1.1M-$36.2K2026-10-27
Crusonia Wealth Advisors LLC
DECREASED10,08714,614-4,527-31%$1.6M$1.1M-$501.5K2026-10-26
Sonata Capital Group Inc
DECREASED9,94110,091-150-1%$1.1M$1.0M-$35.2K2026-10-19
Wright Wealth LLC
INCREASED9,8769,760+116+1%$1.0M$1.0M-$6.7K2026-10-29
Cosner Financial Group, LLC
UNCHANGED9,8739,87300%$1.1M$1.0M-$19.1K2026-11-03
TruNorth Capital Management, LLC
UNCHANGED9,7349,73400%$1.0M$1.0M-$18.8K2026-10-14
Orange Investment Advisors, Inc.
UNCHANGED9,7159,71500%$1.0M$1.0M-$18.8K2026-10-23
Patriot Investment Management Group, Inc.
INCREASED9,5957,680+1,915+25%$817.7K$1.0M+$185.4K2026-10-15
Dynamic Wealth Strategies, LLC
DECREASED9,54110,341-800-8%$1.1M$997.4K-$103.6K2026-10-16
RW Investment Management LLC
NEW9,259—+9,259——$967.9K—2026-11-03
Edgemoor Investment Advisors, Inc.
DECREASED9,14910,174-1,025-10%$1.1M$956.4K-$126.8K2026-11-03
Arkfeld Wealth Strategies, L.L.C.
DECREASED9,12012,227-3,107-25%$1.3M$952.5K-$348.0K2026-10-19
Fragasso Financial Advisors Inc
INCREASED9,0878,817+270+3%$938.7K$952.2K+$13.5K2026-10-13
Rare Wolf Capital LLC
DECREASED9,0089,392-384-4%$1,000.0K$941.7K-$58.3K2026-10-20
YHB Investment Advisors, Inc.
INCREASED8,9788,923+55+1%$950.0K$938.6K-$11.5K2026-10-08
Diversify Wealth Management, LLC
INCREASED8,9258,160+765+9%$865.9K$939.7K+$73.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED8,9258,160+765+9%$865.9K$939.7K+$73.7K2026-10-20
Greenup Street Wealth Management LLC
DECREASED8,8059,485-680-7%$1.0M$920.5K-$89.4K2026-10-28
Prairiewood Capital, LLC
INCREASED8,8017,475+1,326+18%$795.9K$920.1K+$124.2K2026-10-16
Aletheian Wealth Advisors LLC
INCREASED8,7638,308+455+5%$884.5K$916.0K+$31.5K2026-10-08
Chatham Capital Group, Inc.
UNCHANGED8,6758,67500%$923.6K$906.9K-$16.7K2026-10-16
CGN Advisors LLC
INCREASED8,5567,407+1,149+16%$788.6K$894.5K+$105.8K2026-10-21
Claro Advisors Inc.
INCREASED8,5422,920+5,622+193%$310.9K$892.9K+$582.0K2026-11-02
TriaGen Wealth Management LLC
UNCHANGED8,5418,54100%$909.4K$892.9K-$16.5K2026-10-14
Hill Island Financial LLC
INCREASED8,4868,456+30+0%$900.3K$887.1K-$13.1K2026-10-20
Kwmg, LLC
DECREASED8,40116,138-7,737-48%$1.7M$878.2K-$840.0K2026-10-07
Postrock Partners LLC
UNCHANGED8,4008,40000%$894.3K$878.1K-$16.2K2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED8,3638,664-301-3%$922.5K$874.3K-$48.2K2026-10-05
Wealthcare Capital Partners, LLC
INCREASED8,2247,077+1,147+16%$753.5K$859.7K+$106.2K2026-10-21
West Paces Advisors Inc.
UNCHANGED8,2238,22300%$875.5K$859.6K-$15.9K2026-10-13
Gradient Investments LLC
DECREASED8,2138,894-681-8%$946.9K$858.6K-$88.4K2026-10-08
Westover Capital Advisors, LLC
INCREASED8,1877,959+228+3%$847.4K$855.9K+$8.5K2026-10-26
RCS Financial Planning, LLC
DECREASED8,15713,541-5,384-40%$1.4M$852.8K-$589.0K2026-10-14
Outbound Financial Inc
NEW8,142—+8,142——$851.2K—2026-10-13
Oasis Advisors, LLC
NEW8,095—+8,095——$846.2K—2026-10-16
LeConte Wealth Management, LLC
DECREASED8,0618,425-364-4%$897.0K$842.7K-$54.3K2026-10-20
ARK & TLK Investments, LLC
INCREASED8,0597,541+518+7%$802.9K$842.5K+$39.6K2026-10-20
Bailard, Inc.
DECREASED8,034104,008-95,974-92%$11.1M$839.9K-$10.2M2026-10-13
NBT Bank, N.A.
UNCHANGED7,9557,95500%$847.0K$831.6K-$15.4K2026-10-21
Everhart Financial Group, Inc.
DECREASED7,7857,823-380%$832.9K$813.9K-$19.0K2026-10-08
Trust Co
INCREASED7,7813,592+4,189+117%$382.4K$813.5K+$431.0K2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED7,7077,70700%$820.6K$805.7K-$14.9K2026-10-15
Trinity Wealth Management, LLC
INCREASED7,6347,372+262+4%$784.9K$798.1K+$13.2K2026-10-13
Peak Wealth Management LLC
DECREASED7,59610,138-2,542-25%$1.1M$799.9K-$279.5K2026-10-26
Elevate Wealth Advisory, Inc
INCREASED7,5934,645+2,948+63%$494.6K$793.8K+$299.2K2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED7,5937,59300%$808.4K$793.8K-$14.7K2026-11-02
Firestone Capital Management
INCREASED7,4832,823+4,660+165%$300.6K$782.2K+$481.6K2026-11-03
Orgel Wealth Management, LLC
INCREASED7,4587,433+25+0%$791.4K$779.7K-$11.7K2026-10-14
L. Roy Papp & Associates, LLP
UNCHANGED7,3507,35000%$782.6K$768.4K-$14.2K2026-10-21
Destiny Wealth Partners, LLC
NEW7,344—+7,344——$777.3K—2026-11-05
Legacy Private Trust Co.
INCREASED7,2587,078+180+3%$753.6K$758.8K+$5.2K2026-10-06
Objective Capital Management, LLC
DECREASED7,1997,795-596-8%$829.9K$752.6K-$77.3K2026-10-13
Rinkey Investments
UNCHANGED7,1657,16500%$762.9K$749.0K-$13.8K2026-10-28
Foguth Wealth Management, Llc.
NEW7,008—+7,008——$737.8K—2026-10-19
First Affirmative Financial Network
NEW6,856—+6,856——$716.7K—2026-10-21
Flagship Private Wealth, LLC
INCREASED6,6846,365+319+5%$677.7K$698.8K+$21.1K2026-11-05
Patten & Patten Inc
DECREASED6,6156,890-275-4%$733.6K$691.5K-$42.0K2026-10-26
Discipline Wealth Solutions, LLC
INCREASED6,5616,560+1+0%$698.5K$685.9K-$12.6K2026-10-14
Clear Creek Financial Management, LLC
DECREASED6,5586,660-102-2%$709.1K$685.6K-$23.5K2026-10-28
Accurate Wealth Management, LLC
INCREASED6,5246,203+321+5%$659.5K$685.2K+$25.6K2026-10-20
Creative Financial Designs Inc
INCREASED6,4725,598+874+16%$596.0K$676.6K+$80.6K2026-11-04
Archford Capital Strategies, LLC
INCREASED6,4496,169+280+5%$656.8K$674.2K+$17.4K2026-10-19
Ballast Rock Private Wealth LLC
DECREASED6,26215,926-9,664-61%$1.7M$654.7K-$1.0M2026-10-26
Sigma Planning Corp
DECREASED6,2016,409-208-3%$682.4K$649.8K-$32.6K2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED6,1625,243+919+18%$558.3K$644.1K+$85.9K2026-10-29
Glass Jacobson Investment Advisors llc
INCREASED6,0744,160+1,914+46%$442.9K$635.0K+$192.1K2026-10-26
Calamos Wealth Management LLC
NEW6,020—+6,020——$629.3K—2026-11-02
Independent Financial Group, LLC
INCREASED5,9625,836+126+2%$621.4K$623.3K+$1.9K2026-10-13
Bernardo Wealth Planning LLC
INCREASED5,9583,560+2,398+67%$379.0K$622.9K+$243.9K2026-10-23
Two West Capital Advisors LLC
INCREASED5,9005,664+236+4%$601.4K$614.5K+$13.1K2026-10-15
First Community Trust NA
INCREASED5,8652,240+3,625+162%$238.5K$613.1K+$374.6K2026-10-07
Princeton Global Asset Management LLC
INCREASED5,8525,097+755+15%$542.7K$611.8K+$69.1K2026-10-21
Mills Wealth Advisors LLC
DECREASED5,7945,852-58-1%$623.1K$605.7K-$17.4K2026-10-22
Veery Capital, LLC
INCREASED5,7695,219+550+11%$555.7K$603.1K+$47.4K2026-10-07
Capital Investment Services of America, Inc.
UNCHANGED5,7505,75000%$612.2K$601.1K-$11.1K2026-11-02
Scott Capital Advisors, LLC
INCREASED5,7435,693+50+1%$606.2K$599.8K-$6.4K2026-10-13
Investment Planning Advisors, Inc.
DECREASED5,7215,841-120-2%$621.9K$598.0K-$23.9K2026-10-14
FF Advisors,LLC
DECREASED5,7126,657-945-14%$708.8K$597.1K-$111.6K2026-10-21
Parkside Financial Bank & Trust
DECREASED5,7125,812-100-2%$618.8K$597.1K-$21.7K2026-10-27
Csenge Advisory Group
INCREASED5,6905,504+186+3%$586.0K$594.9K+$8.9K2026-11-04
Bull Street Advisors, LLC
UNCHANGED5,6255,62500%$599.0K$588-$598.4K2026-10-20
WJ Wealth Management, LLC
UNCHANGED5,5775,57700%$593.8K$583.0K-$10.8K2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED5,5705,148+422+8%$548.1K$582.3K+$34.2K2026-11-05
CWA Asset Management Group, LLC
INCREASED5,5692,934+2,635+90%$312.4K$582.2K+$269.8K2026-10-19
Power Wealth Management LLC
INCREASED5,5634,624+939+20%$492.3K$581.6K+$89.2K2026-10-27
Code Waechter LLC
UNCHANGED5,5145,51400%$587.1K$576.5K-$10.6K2026-10-23
OceanIQ Capital, LLC
UNCHANGED5,4575,45700%$580.0K$573.1K-$6.9K2026-10-19
Rockport Wealth LLC
DECREASED5,4456,150-705-11%$654.8K$569.2K-$85.6K2026-11-03
W.H. Cornerstone Investments Inc.
INCREASED5,3955,363+32+1%$571.0K$564.0K-$7.0K2026-11-03
Waldron Private Wealth LLC
UNCHANGED5,3405,34000%$568.5K$558.2K-$10.3K2026-11-02
StoneX Group Inc.
DECREASED5,3315,565-234-4%$592.6K$557.3K-$35.3K2026-11-03
Aerodigm Wealth, LLC
INCREASED5,2753,950+1,325+34%$420.6K$551.4K+$130.9K2026-10-16
SAX Wealth Advisors, LLC
DECREASED5,24716,276-11,029-68%$1.7M$548.5K-$1.2M2026-10-13
Tompkins Financial Corp
DECREASED5,20510,467-5,262-50%$1.1M$544.1K-$570.3K2026-10-05
Pacific Park Financial, Inc.
NEW5,190—+5,190——$542.6K—2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED5,1875,154+33+1%$548.7K$542.3K-$6.4K2026-10-16
LaFleur & Godfrey LLC
UNCHANGED5,1855,18500%$552.0K$542.0K-$10.0K2026-10-27
Physician Wealth Advisors, Inc.
INCREASED5,1815,072+109+2%$540.0K$541.6K+$1.5K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED5,1694,231+938+22%$450.5K$540.4K+$89.9K2026-10-14
American Institute for Advanced Investment Management, LLP
INCREASED5,1253,650+1,475+40%$388.6K$535.8K+$147.2K2026-11-03
M Holdings Securities, Inc.
NEW5,063—+5,063——$531.0K—2026-11-03
Shepherd Street Advisors LLC
INCREASED5,0264,283+743+17%$454.9K$526.7K+$71.7K2026-10-21
Brighton Jones LLC
DECREASED5,0175,294-277-5%$563.6K$524.5K-$39.1K2026-11-03
Allen Capital Group, LLC
INCREASED5,0074,654+353+8%$495.5K$523.4K+$27.9K2026-10-27
Hunter Associates Investment Management LLC
UNCHANGED5,0005,00000%$532.0K$523-$531.5K2026-10-26
Revolve Wealth Partners, LLC
UNCHANGED4,9544,95400%$527.5K$517.9K-$9.6K2026-10-23
Novem Group
DECREASED4,8914,914-230%$523.2K$511.4K-$11.8K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED4,8294,591+238+5%$488.8K$504.8K+$16.0K2026-11-05
Shrier Wealth Management, LLC
INCREASED4,8133,700+1,113+30%$393.9K$503.2K+$109.3K2026-10-20
Aviance Capital Partners, LLC
DECREASED4,7664,918-152-3%$523.6K$498.2K-$25.4K2026-10-29
Approach Retirement Advisors, LLC
UNCHANGED4,7394,73900%$504.6K$495.4K-$9.1K2026-10-22
CoreCap Advisors, LLC
DECREASED4,6804,723-43-1%$502.9K$489.3K-$13.6K2026-10-08
Biltmore Family Office, LLC
UNCHANGED4,6804,68000%$498.3K$489.2K-$9.0K2026-11-03
Beaumont Financial Advisors, LLC
UNCHANGED4,6434,64300%$494.3K$485.4K-$9.0K2026-10-22
Avid Wealth Partners LLC
INCREASED4,5624,343+219+5%$462.4K$476.9K+$14.5K2026-11-03
Main Line Retirement Advisors, LLC
INCREASED4,4644,458+6+0%$474.7K$466.6K-$8.1K2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED4,4314,43100%$471.7K$463.2K-$8.5K2026-11-03
Smith & Howard Wealth Management, LLC
DECREASED4,40011,877-7,477-63%$1.3M$460.0K-$804.6K2026-10-27
Helium Advisors LLC
DECREASED4,3894,761-372-8%$506.9K$458.8K-$48.1K2026-10-23
Collective Family Office LLC
DECREASED4,3216,570-2,249-34%$699.5K$451.7K-$247.8K2026-10-05
Gibbs Wealth Management
UNCHANGED4,2824,28200%$455.9K$447.6K-$8.3K2026-10-22
Garde Capital, Inc.
DECREASED4,2506,877-2,627-38%$732.2K$444.3K-$287.9K2026-10-29
15 Wealth Advisors LLC
NEW4,204—+4,204——$439.4K—2026-10-14
Eagle Bay Advisors LLC
UNCHANGED4,1804,18000%$445.0K$437.0K-$8.1K2026-10-16
Financial Insights, Inc.
NEW4,132—+4,132——$432.0K—2026-10-27
Lighthouse Financial LLC
NEW4,101—+4,101——$428.7K—2026-10-23
Polaris Investment Advisors, LLC
UNCHANGED4,0784,07800%$434.2K$426.3K-$7.9K2026-10-20
Davenport & Co LLC
DECREASED4,0774,823-746-15%$513.5K$426.2K-$87.2K2026-10-14
Wedbush Securities Inc
INCREASED4,0222,922+1,100+38%$311.0K$421-$310.6K2026-10-22
MCF Advisors LLC
INCREASED4,0073,997+10+0%$425.6K$418.9K-$6.7K2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED4,0053,926+79+2%$417.1K$419.0K+$1.9K2026-10-13
Parallel Advisors, LLC
DECREASED4,0014,005-40%$426.4K$418.3K-$8.2K2026-11-03
HCR Wealth Advisors
UNCHANGED4,0004,00000%$425.9K$418.2K-$7.7K2026-10-15
Steel Grove Capital Advisors, LLC
UNCHANGED4,0004,00000%$425.9K$418.2K-$7.7K2026-10-13
Split Rock Private Trading & Wealth Management, LLC
INCREASED3,9913,158+833+26%$336.2K$417.2K+$81.0K2026-10-15
Capstone Capital LLC
UNCHANGED3,9573,95700%$421.3K$413.7K-$7.6K2026-10-14
Curtis Advisory Group, LLC
INCREASED3,9272,480+1,447+58%$264.0K$410.5K+$146.5K2026-10-28
Cherry Tree Wealth Management, LLC
DECREASED3,9104,006-96-2%$426.5K$408.8K-$17.8K2026-10-15
WPG Advisers, LLC
DECREASED3,9093,927-180%$418.1K$408.6K-$9.5K2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED3,8735,168-1,295-25%$550.2K$404.9K-$145.4K2026-10-23
Smithbridge Asset Management Inc
DECREASED3,8699,992-6,123-61%$1.1M$404.5K-$659.4K2026-10-19
KRM Wealth Management L.L.C.
INCREASED3,8593,834+25+1%$408.2K$403.4K-$4.8K2026-11-02
Bdfs Capital LLC
DECREASED3,8459,666-5,821-60%$1.0M$402.0K-$627.1K2026-10-14
NTV Asset Management LLC
INCREASED3,7612,768+993+36%$294.8K$393.2K+$98.4K2026-10-23
Atwater Malick LLC
NEW3,729—+3,729——$389.8K—2026-10-15
River Street Advisors LLC
NEW3,690—+3,690——$385.8K—2026-10-22
Patriot Financial Group Insurance Agency, LLC
UNCHANGED3,6873,68700%$392.7K$385.4K-$7.2K2026-10-14
Spire Wealth Management
DECREASED3,6244,641-1,017-22%$494.1K$378.9K-$115.3K2026-10-30
Team Financial Group, LLC
DECREASED3,6243,927-303-8%$418.1K$378.9K-$39.2K2026-10-30
Cap Partners, LLC
INCREASED3,5933,510+83+2%$373.7K$375.6K+$1.9K2026-10-19
Riversedge Advisors, LLC
INCREASED3,5623,546+16+0%$377.6K$372.3K-$5.2K2026-10-09
Rede Wealth, LLC
DECREASED3,5444,945-1,401-28%$526.5K$370.5K-$156.0K2026-10-22
Blue Trust, Inc.
DECREASED3,4873,535-48-1%$376.4K$364.5K-$11.8K2026-10-15
Waller Financial Planning Group, Inc
DECREASED3,4434,152-709-17%$442.1K$359.9K-$82.1K2026-10-07
Foundation Wealth Management, Llc\pa
INCREASED3,4313,312+119+4%$352.6K$358.7K+$6.0K2026-10-14
Precedent Wealth Partners, LLC
NEW3,427—+3,427——$358.3K—2026-10-21
Lakeshore Financial Planning, Inc.
DECREASED3,4069,415-6,009-64%$1.0M$356.1K-$646.4K2026-10-13
Chris Bulman Inc
INCREASED3,4023,370+32+1%$358.8K$355.6K-$3.2K2026-10-20
Foster Group, Inc.
INCREASED3,3483,127+221+7%$332.9K$350.0K+$17.1K2026-10-13
Heritage Wealth Management, Inc.
UNCHANGED3,3433,34300%$355.9K$349.5K-$6.5K2026-10-27
Virtue Capital Management, LLC
INCREASED3,3143,201+113+4%$340.8K$346.4K+$5.6K2026-10-29
Lanark Financial, Inc.
DECREASED3,3123,356-44-1%$357.3K$346.2K-$11.1K2026-10-26
Global Wealth Management Investment Advisory, Inc.
INCREASED3,3063,156+150+5%$336.0K$345.6K+$9.6K2026-11-04
Petersen Hastings Wealth Advisors Inc.
DECREASED3,3023,423-121-4%$364.4K$345.2K-$19.3K2026-10-27
Riverbend Wealth Management, LLC
UNCHANGED3,2853,28500%$349.8K$343.4K-$6.3K2026-10-15
Horst & Graben Wealth Management LLC
INCREASED3,2533,239+14+0%$344.1K$340.1K-$4.0K2026-11-02
LexAurum Advisors, LLC
INCREASED3,2462,000+1,246+62%$212.9K$339.3K+$126.4K2026-10-19
McKinley Carter Wealth Services, Inc.
UNCHANGED3,2213,22100%$342.9K$336.7K-$6.2K2026-10-16
R2 Capital Strategies, LLC
INCREASED3,1602,460+700+28%$261.9K$330.3K+$68.4K2026-10-15
First Horizon Corp
UNCHANGED3,1243,12400%$332.6K$326.6K-$6.0K2026-10-26
Apollon Wealth Management, LLC
DECREASED3,1073,921-814-21%$417.5K$324.8K-$92.7K2026-10-23
Cannon Financial Strategists, Inc.
INCREASED3,0983,097+1+0%$329.8K$323.9K-$5.9K2026-10-19
Wise Wealth Partners
INCREASED3,0323,013+19+1%$320.8K$317.0K-$3.8K2026-10-14
Vaquero Private Wealth, LTD
UNCHANGED3,0313,03100%$322.7K$316.9K-$5.9K2026-10-27
Kingswood Wealth Advisors, LLC
NEW3,012—+3,012——$314.9K—2026-10-23
Probity Advisors, Inc.
UNCHANGED3,0073,00700%$320.2K$314.4K-$5.8K2026-10-23
Agate Pass Investment Management, LLC
INCREASED3,0042,272+732+32%$241.9K$314.0K+$72.1K2026-10-20
Busey Bank
DECREASED3,0003,306-306-9%$352.0K$313.6K-$38.4K2026-10-26
Everett Harris & Co
UNCHANGED3,0003,00000%$319.4K$313.6K-$5.8K2026-10-28
Heritage Investors Management Corp
UNCHANGED3,0003,00000%$319.0K$314-$318.7K2026-10-29
Capital Advisors Wealth Management, LLC
INCREASED2,9612,943+18+1%$313.3K$309.5K-$3.8K2026-10-09
Sagespring Wealth Partners, LLC
DECREASED2,9104,306-1,396-32%$458.5K$304.2K-$154.3K2026-10-22
Essential Planning, Llc.
INCREASED2,8982,879+19+1%$306.6K$302.9K-$3.6K2026-10-21
Venture Visionary Partners LLC
DECREASED2,8913,095-204-7%$329.5K$302.3K-$27.2K2026-10-07
Carolina Wealth Management Inc
UNCHANGED2,8322,83200%$301.5K$296.1K-$5.5K2026-10-29
Rossby Financial, LCC
INCREASED2,7952,073+722+35%$220.7K$292.2K+$71.5K2026-11-05
Mezzasalma Advisors, LLC
DECREASED2,7713,009-238-8%$320.4K$289.7K-$30.7K2026-10-14
DT Investment Partners, LLC
INCREASED2,7591,497+1,262+84%$159.4K$288.4K+$129.0K2026-10-27
Wlth Capital Management, LLC
DECREASED2,75326,295-23,542-90%$2.8M$287.8K-$2.5M2026-10-20
Grandfield & Dodd, LLC
UNCHANGED2,7502,75000%$292.8K$287.5K-$5.3K2026-10-29
Eagle Strategies LLC
DECREASED2,7332,911-178-6%$309.9K$285.7K-$24.2K2026-10-16
Navigate Wealth Management, LLC
NEW2,725—+2,725——$285.6K—2026-10-14
Gemmer Asset Management LLC
INCREASED2,7162,146+570+27%$228.4K$284.0K+$55.5K2026-10-16
Sterling Investment Counsel, LLC
DECREASED2,6952,715-20-1%$289.1K$281.7K-$7.3K2026-10-19
Lake Street Private Wealth, LLC
NEW2,687—+2,687——$280.9K—2026-10-22
Integris Wealth Management, LLC
UNCHANGED2,6852,68500%$285.9K$280.7K-$5.2K2026-10-14
Weitzel Financial Services, Inc.
NEW2,677—+2,677——$280.5K—2026-10-16
Traveka Wealth, LLC
DECREASED2,6533,187-534-17%$339.3K$277.3K-$62.0K2026-10-19
Baldwin Wealth Partners LLC
UNCHANGED2,6402,64000%$281.1K$276.0K-$5.1K2026-10-13
Asset Allocation Strategies LLC
NEW2,608—+2,608——$272.6K—2026-10-20
Legacy Financial Strategies, LLC
INCREASED2,5932,060+533+26%$219.3K$271.0K+$51.7K2026-10-15
Armor Investment Advisors, LLC
DECREASED2,5923,289-697-21%$350.2K$271.0K-$79.2K2026-10-27
Mattern Capital Management, LLC
UNCHANGED2,5672,56700%$273.3K$268.4K-$5.0K2026-11-02
Hidden Cove Wealth Management, LLC
UNCHANGED2,5452,54500%$271.0K$266.1K-$4.9K2026-10-19
Lockerman Financial Group, Inc.
DECREASED2,5442,601-57-2%$276.9K$266.0K-$11.0K2026-10-19
Lighthouse Financial Services Inc
NEW2,541—+2,541——$265.7K—2026-11-02
White & Co Financial Planning Inc
INCREASED2,5272,406+121+5%$256.2K$269.1K+$13.0K2026-10-16
Embree Financial Group
INCREASED2,5252,357+168+7%$250.9K$264.0K+$13.0K2026-10-22
Leading Edge Financial Planning LLC
INCREASED2,5102,503+7+0%$266.5K$262.4K-$4.1K2026-10-23
Unified Investment Management
UNCHANGED2,5002,50000%$266.2K$261.4K-$4.8K2026-10-14
Envision Financial LLC
DECREASED2,4985,916-3,418-58%$629.9K$261.1K-$368.7K2026-10-15
1834 Investment Advisors Co
DECREASED2,4843,530-1,046-30%$375.8K$259.7K-$116.2K2026-10-16
Sowell Financial Services LLC
INCREASED2,4732,389+84+4%$254.3K$258.6K+$4.2K2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED2,4522,45200%$261$256-$52026-10-27
Linscomb Wealth, Inc.
DECREASED2,4494,197-1,748-42%$446.9K$256.0K-$190.8K2026-11-05
Hurlow Wealth Management Group, Inc.
INCREASED2,4472,401+46+2%$255.6K$255.8K+$1752026-10-29
Wealth Effects LLC
DECREASED2,4403,181-741-23%$338.7K$255.1K-$83.6K2026-10-23
Pinnacle Associates LTD
NEW2,415—+2,415——$252.5K—2026-10-20
First Citizens Bank & Trust Co
DECREASED2,4142,923-509-17%$311.2K$252.4K-$58.9K2026-10-14
Lodestone Wealth Management LLC
UNCHANGED2,3982,39800%$255.3K$250.7K-$4.6K2026-10-14
Robertson Stephens Wealth Management, LLC
UNCHANGED2,3732,37300%$252.7K$248.1K-$4.6K2026-10-16
Nautilus Advisors LLC
UNCHANGED2,3702,37000%$252.0K$247.8K-$4.2K2026-10-07
Simplicity Wealth,LLC
NEW2,356—+2,356——$246.3K—2026-10-23
W.G. Shaheen & Associates DBA Whitney & Co
NEW2,355—+2,355——$246.2K—2026-11-03
Winthrop Advisory Group LLC
DECREASED2,3552,517-162-6%$267.9K$246.2K-$21.7K2026-10-22
Signature Equity Partners, LLC
INCREASED2,322375+1,947+519%$39.9K$242.7K+$202.8K2026-10-29
Guardian Asset Advisors, LLC
INCREASED2,3222,309+13+1%$245.9K$242.6K-$3.2K2026-10-16
BCS Wealth Management
UNCHANGED2,2922,29200%$244.0K$239.6K-$4.4K2026-11-03
Regatta Capital Group, LLC
NEW2,275—+2,275——$237.8K—2026-10-23
Pacific Center for Financial Services
NEW2,230—+2,230——$233.1K—2026-10-15
Wealth Advisory Solutions, LLC
UNCHANGED2,2222,22200%$236.6K$232.3K-$4.3K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
NEW2,215—+2,215——$231.6K—2026-10-23
Westside Investment Management, Inc.
UNCHANGED2,1722,17200%$231.3K$227.1K-$4.2K2026-11-02
Harbour Capital Advisors, LLC
UNCHANGED2,1182,11800%$225.2K$221.4K-$3.8K2026-10-13
Valeo Financial Advisors, LLC
DECREASED2,0973,057-960-31%$325.4K$219.2K-$106.2K2026-10-08
Integrity Advisory Solutions, LLC
DECREASED2,0662,101-35-2%$223.7K$216.0K-$7.7K2026-10-29
Columbus Macro, LLC
UNCHANGED2,0452,04500%$217.7K$213.8K-$3.9K2026-10-14
Sutton Place Investors LLC
DECREASED2,0052,354-349-15%$250.6K$209.6K-$41.0K2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,0002,00000%$212.9K$209.1K-$3.9K2026-10-27
Sage Mountain Advisors LLC
UNCHANGED2,0002,00000%$212.9K$209.1K-$3.9K2026-11-02
First Hawaiian Bank
UNCHANGED1,9351,93500%$206.0K$202.3K-$3.7K2026-10-14
Paladin Partners, LLC
UNCHANGED1,9351,93500%$206.0K$202.3K-$3.7K2026-10-06
Uptown Financial Advisors LLC
UNCHANGED1,9351,93500%$206.0K$202.3K-$3.7K2026-10-15
High Probability Advisors, LLC
DECREASED1,9161,971-55-3%$209.8K$200.3K-$9.6K2026-10-19
Baring Financial LLC
NEW1,915—+1,915——$200.2K—2026-10-07
Blueline Advisors LLC
UNCHANGED1,7991,79900%$191.5K$188.1K-$3.5K2026-10-15
Evolution Wealth Management Inc.
NEW1,488—+1,488——$155.6K—2026-10-28
Independence Bank of Kentucky
UNCHANGED1,3651,36500%$145.3K$142.7K-$2.6K2026-10-26
Private Trust Co NA
UNCHANGED1,3571,35700%$144.5K$141.9K-$2.6K2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,3001,30000%$138.4K$135.9K-$2.5K2026-10-20
Compass Financial Management LLC
INCREASED1,2151,179+36+3%$125.6K$127.0K+$1.5K2026-10-30
Miller Global Investments, LLC
NEW1,170—+1,170——$122.3K—2026-10-02
Oakworth Capital, Inc.
UNCHANGED1,1131,11300%$118.2K$116.4K-$1.9K2026-10-26
Provenance Wealth Advisors, LLC
NEW1,051—+1,051——$109.9K—2026-10-30
Farmers & Merchants Investments Inc
UNCHANGED94594500%$100.6K$98.8K-$1.8K2026-10-22
Caldwell Trust Co
INCREASED781101+680+673%$10.8K$81.6K+$70.9K2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED76376300%$81.2K$79.8K-$1.5K2026-10-09
Eastern Bank
INCREASED62531+594+1916%$3.3K$65.3K+$62.0K2026-10-05
Pacifica Partners Inc.
UNCHANGED62562500%$66.4K$65.4K-$1.1K2026-10-09
Latitude Advisors, LLC
NEW611—+611——$63.8K—2026-10-27
Monetary Solutions, Ltd
INCREASED518515+3+1%$54.8K$54.2K-$6442026-10-22
Horizon Financial Services, LLC
UNCHANGED49149100%$52.3K$51.3K-$9482026-11-04
Cassaday & Co Wealth Management LLC
DECREASED428570-142-25%$60.7K$44.7K-$15.9K2026-10-27
Maseco LLP
UNCHANGED40340300%$42.9K$42.1K-$7812026-10-27
Concord Wealth Partners
INCREASED3231+322+32200%$106$33.8K+$33.7K2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED30630600%$32.6K$32.0K-$5912026-10-28
Valley Wealth Managers, Inc.
INCREASED286113+173+153%$12.0K$29.9K+$17.9K2026-10-09
Valley National Advisers Inc
UNCHANGED22622600%$24.1K$23.6K-$4362026-10-23
Financial Network Wealth Advisors LLC
INCREASED221219+2+1%$23.3K$23.1K-$2742026-10-28
Frisco Financial Planning LLC
UNCHANGED21021000%$22.4K$22.0K-$4062026-10-05
Balance Wealth Partners LLC
NEW168—+168——$17.6K—2026-10-27
Trust Co of Vermont
DECREASED1253,440-3,315-96%$366.3K$13.1K-$353.2K2026-10-21
Harbor Investment Advisory, LLC
INCREASED12489+35+39%$9.5K$13.0K+$3.5K2026-10-13
Holos Integrated Wealth LLC
UNCHANGED11811800%$12.5K$12.4K-$1182026-10-23
Retirement Wealth Solutions LLC
UNCHANGED11811800%$12.5K$12.4K-$1482026-10-07
Eukles Asset Management
NEW86—+86——$9.0K—2026-11-04
Joseph Group Capital Management
UNCHANGED565600%$6.0K$5.9K-$1082026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED565600%$6.0K$5.9K-$1082026-11-02
EPG Wealth Management LLC
DECREASED3861-23-38%$6.5K$4.0K-$2.5K2026-11-03
Capital Investment Counsel, Inc
DECREASED36659-623-95%$70.2K$3.8K-$66.4K2026-10-20
Duncker Streett & Co Inc
UNCHANGED313100%$3.3K$3.2K-$602026-10-27
Robbins Farley
UNCHANGED262600%$2.8K$2.7K-$502026-10-21
Meriwether Wealth & Planning, LLC
NEW25—+25——$2.6K—2026-10-13
Ashton Thomas Securities, LLC
NEW15—+15——$1.6K—2026-10-26
Sofi Wealth, LLC
DECREASED1522-7-32%$2.3K$1.6K-$7292026-10-27
Carolina Wealth Advisors, LLC
NEW5—+5——$523—2026-10-23
Community Financial Services Group, LLC
UNCHANGED4400%$425$418-$72026-10-15
City of London Investment Management Co LTD
CLOSED0134,998-134,998-100%$14.4M$0-$14.4M2026-10-30
Portfolio Design Labs, LLC
CLOSED017,662-17,662-100%$1.9M$0-$1.9M2026-11-04
Penney Financial, LLC
CLOSED012,607-12,607-100%$1.3M$0-$1.3M2026-10-20
MBM Wealth Consultants, LLC
CLOSED09,541-9,541-100%$1.0M$0-$1.0M2026-10-20
Sunesis Advisors, LLC
CLOSED08,884-8,884-100%$945.9K$0-$945.9K2026-10-26
Exchange Bank
CLOSED07,395-7,395-100%$787.3K$0-$787.3K2026-10-07
Tsfg, LLC
CLOSED04,225-4,225-100%$450.0K$0-$450.0K2026-10-23
Columbia Advisory Partners LLC
CLOSED03,514-3,514-100%$374.1K$0-$374.1K2026-10-15
Isthmus Partners, LLC
CLOSED03,472-3,472-100%$369.7K$0-$369.7K2026-10-21
Hutchens & Kramer Investment Management Group, LLC
CLOSED03,163-3,163-100%$336.8K$0-$336.8K2026-10-16
OpenArc Corporate Advisory, LLC
CLOSED03,062-3,062-100%$326.0K$0-$326.0K2026-10-21
FAI Advisors, Inc.
CLOSED02,681-2,681-100%$285.4K$0-$285.4K2026-10-27
Clarus Group, Inc.
CLOSED02,583-2,583-100%$275.0K$0-$275.0K2026-10-21
Marion Wealth Management
CLOSED02,566-2,566-100%$273.2K$0-$273.2K2026-10-22
Summit Wealth Group LLC / Co
CLOSED02,515-2,515-100%$267.8K$0-$267.8K2026-10-29
Lpwm LLC
CLOSED02,501-2,501-100%$266.3K$0-$266.3K2026-10-20
Journey Beyond Wealth, LLC
CLOSED02,367-2,367-100%$252.0K$0-$252.0K2026-11-04
Mission Wealth Management, LP
CLOSED02,346-2,346-100%$249.8K$0-$249.8K2026-10-15
Maia Wealth LLC
CLOSED02,248-2,248-100%$239.3K$0-$239.3K2026-10-19
Fiduciary Alliance LLC
CLOSED02,011-2,011-100%$214.1K$0-$214.1K2026-10-13
Financial Partners Group, Inc
CLOSED01,991-1,991-100%$212.0K$0-$212.0K2026-10-19
Accel Wealth Management
CLOSED01,962-1,962-100%$208.9K$0-$208.9K2026-10-13
Jessup Wealth Management, Inc
CLOSED01,884-1,884-100%$200.6K$0-$200.6K2026-10-20
Robinswood Financial LLC
CLOSED01,088-1,088-100%$115.8K$0-$115.8K2026-10-20
Signaturefd, LLC
CLOSED0704-704-100%$74.9K$0-$74.9K2026-10-23
Vermillion Wealth Management, Inc.
CLOSED0629-629-100%$67.0K$0-$67.0K2026-10-26
Stone House Investment Management, LLC
CLOSED0528-528-100%$56.2K$0-$56.2K2026-10-23
Atlatl Advisers LLC
CLOSED0525-525-100%$55.9K$0-$55.9K2026-10-22
Moisand Fitzgerald Tamayo, LLC
CLOSED0404-404-100%$43.0K$0-$43.0K2026-10-15
AdvisorNet Financial, Inc
CLOSED0256-256-100%$27.3K$0-$27.3K2026-10-15
Balentine LLC
CLOSED0144-144-100%$15.3K$0-$15.3K2026-11-03
Cornerstone Planning Group LLC
CLOSED0105-105-100%$11.1K$0-$11.1K2026-10-16
International Assets Investment Management, LLC
CLOSED086-86-100%$9.1K$0-$9.1K2026-11-02
Evermay Wealth Management LLC
CLOSED083-83-100%$8.8K$0-$8.8K2026-11-05
Bell Investment Advisors, Inc
CLOSED064-64-100%$6.8K$0-$6.8K2026-10-29
Financial Management Professionals, Inc.
CLOSED021-21-100%$2.2K$0-$2.2K2026-10-23
City State Bank
CLOSED06-6-100%$639$0-$6392026-10-20
Bank of America Corp
N/A—10,837,871-10,837,871-100%$1.2B———
Mercer Global Advisors Inc
N/A—10,432,746-10,432,746-100%$1.1B———
Morgan Stanley
N/A—5,576,953-5,576,953-100%$593.8M———
UBS Group AG
N/A—3,083,779-3,083,779-100%$328.3M———
SEI Investments Co
N/A—2,950,954-2,950,954-100%$314.2M———
Northwestern Mutual Wealth Management Co
N/A—1,551,444-1,551,444-100%$165.2M———
Captrust Financial Advisors
N/A—1,388,673-1,388,673-100%$147.9M———
Franklin Resources Inc
N/A—1,225,020-1,225,020-100%$130.4M———
Ameriprise Financial Inc
N/A—1,139,510-1,139,510-100%$121.3M———
LPL Financial LLC
N/A—1,024,779-1,024,779-100%$109.1M———
Goldman Sachs Group Inc
N/A—953,664-953,664-100%$101.5M———
Robinhood Asset Management, LLC
N/A—901,267-901,267-100%$96.0M———
Envestnet Asset Management Inc
N/A—856,767-856,767-100%$91.2M———
Mariner, LLC
N/A—850,660-850,660-100%$90.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—813,111-813,111-100%$86.6M———
Focus Partners Wealth
N/A—751,428-751,428-100%$80.0M———
Raymond James Financial Inc
N/A—742,589-742,589-100%$79.1M———
Bank of Montreal
N/A—624,527-624,527-100%$66.5M———
Royal Bank of Canada
N/A—590,539-590,539-100%$62.9M———
JPMorgan Chase & Co
N/A—567,623-567,623-100%$60.4M———
Allworth Financial LP
N/A—528,122-528,122-100%$56.2M———
Cerity Partners LLC
N/A—492,533-492,533-100%$52.4M———
Truepoint, Inc.
N/A—460,655-460,655-100%$49.0M———
Wells Fargo & Company
N/A—443,202-443,202-100%$47.2M———
HighTower Advisors, LLC
N/A—433,650-433,650-100%$46.2M———
Orion Porfolio Solutions, LLC
N/A—422,365-422,365-100%$45.0M———
WIT, LLC
N/A—418,588-418,588-100%$44.6M———
Stifel Financial Corp
N/A—359,789-359,789-100%$38.3M———
Cetera Investment Advisers
N/A—351,387-351,387-100%$37.4M———
Beacon Pointe Advisors, LLC
N/A—343,233-343,233-100%$36.5M———
Tiaa Wealth Investment Management LLC
N/A—339,158-339,158-100%$36.1M———
EP Wealth Advisors, LLC
N/A—338,887-338,887-100%$36.1M———
Merit Financial Group, LLC
N/A—323,060-323,060-100%$34.4M———
Rockefeller Capital Management L.P.
N/A—310,995-310,995-100%$33.1M———
Gross & Hartman Investments LLC
N/A—281,424-281,424-100%$30.0M———
Osaic Holdings, Inc.
N/A—278,430-278,430-100%$29.6M———
CIBC Bancorp USA Inc.
N/A—276,817-276,817-100%$29.3M———
Ritholtz Wealth Management
N/A—267,213-267,213-100%$28.5M———
Freestone Capital Holdings, LLC
N/A—265,422-265,422-100%$28.3M———
Jones Financial Companies Lllp
N/A—255,556-255,556-100%$27.2M———
Safe Harbor Family Capital, LLC
N/A—234,813-234,813-100%$25.0M———
UBS Asset Management Americas LLC
N/A—211,051-211,051-100%$22.5M———
Fifth Third Bancorp
N/A—202,850-202,850-100%$21.6M———
Legacy Edge Advisors, LLC
N/A—199,011-199,011-100%$21.2M———
Partners Capital Investment Group, LLP
N/A—189,853-189,853-100%$20.2M———
Alesco Advisors, LLC, An ESL Co
N/A—189,555-189,555-100%$20.2M———
Members Trust Co
N/A—182,646-182,646-100%$19.4M———
Betterment LLC
N/A—182,548-182,548-100%$19.4M———
One Capital Management, LLC
N/A—171,415-171,415-100%$18.3M———
Janney Montgomery Scott LLC
N/A—169,073-169,073-100%$18.0M———
Bank of Hawaii
N/A—169,036-169,036-100%$18.0M———
Ellevest, Inc.
N/A—166,205-166,205-100%$17.7M———
MML Investors Services, LLC
N/A—154,022-154,022-100%$16.4M———
First National Bank of Omaha
N/A—152,477-152,477-100%$16.2M———
Dakota Wealth Management
N/A—149,771-149,771-100%$15.9M———
Peapack Gladstone Financial Corp
N/A—147,760-147,760-100%$15.7M———
Flputnam Investment Management Co
N/A—124,417-124,417-100%$13.2M———
Quent Capital, LLC
N/A—119,828-119,828-100%$12.8M———
Sequoia Financial Advisors, LLC
N/A—118,563-118,563-100%$12.6M———
M&T Bank Corp
N/A—117,953-117,953-100%$12.6M———
Sanctuary Advisors, LLC
N/A—117,929-117,929-100%$12.6M———
Elequin Capital, LP
N/A—117,318-117,318-100%$12.5M———
Smithfield Trust Co
N/A—116,865-116,865-100%$12.4M———
MidFirst Bank
N/A—113,968-113,968-100%$12.1M———
Partners in Financial Planning
N/A—110,184-110,184-100%$11.7M———
Quantinno Capital Management LP
N/A—107,339-107,339-100%$11.4M———
Baird Financial Group, Inc.
N/A—101,627-101,627-100%$10.8M———
Zhang Financial LLC
N/A—98,577-98,577-100%$10.5M———
Integrated Wealth Concepts LLC
N/A—96,849-96,849-100%$10.3M———
TD Capital Management LLC
N/A—96,298-96,298-100%$10.3M———
Nicolet Bankshares Inc
N/A—94,184-94,184-100%$10.0M———
Joel Isaacson & Co., LLC
N/A—92,348-92,348-100%$9.8M———
Savvy Advisors, Inc.
N/A—89,241-89,241-100%$9.5M———
Vestmark Advisory Solutions, Inc.
N/A—85,677-85,677-100%$9.1M———
Savant Capital, LLC
N/A—84,558-84,558-100%$9.0M———
NewEdge Advisors, LLC
N/A—80,823-80,823-100%$8.6M———
Bragg Financial Advisors, Inc
N/A—80,646-80,646-100%$8.6M———
Condor Capital Management
N/A—78,971-78,971-100%$8.4M———
World Investment Advisors
N/A—78,041-78,041-100%$8.3M———
Brio Consultants, LLC
N/A—75,986-75,986-100%$8.1M———
Cambient Family Office, LLC
N/A—75,455-75,455-100%$8.0M———
FourThought Financial Partners, LLC
N/A—71,745-71,745-100%$7.6M———
Susquehanna International Group, LLP
N/A—71,501-71,501-100%$7.6M———
SageView Advisory Group, LLC
N/A—70,883-70,883-100%$7.5M———
Clearwater Capital Advisors, LLC
N/A—70,520-70,520-100%$7.5M———
Lazard Asset Management LLC
N/A—69,755-69,755-100%$7.4M———
Deutsche Bank Ag\
N/A—66,079-66,079-100%$7.0M———
Summit Financial, LLC
N/A—65,788-65,788-100%$7.0M———
Cascade Financial Partners, LLC
N/A—63,633-63,633-100%$6.8M———
Stratos Wealth Partners, Ltd.
N/A—62,942-62,942-100%$6.7M———
Meridian Wealth Partners, LLC
N/A—61,596-61,596-100%$6.6M———
Tiaa Trust, National Association
N/A—61,305-61,305-100%$6.5M———
Natixis Advisors, LLC
N/A—60,900-60,900-100%$6.5M———
Tobias Financial Advisors, Inc.
N/A—59,096-59,096-100%$6.3M———
Waverly Advisors, LLC
N/A—57,827-57,827-100%$6.2M———
Citadel Advisors LLC
N/A—56,606-56,606-100%$6.0M———
First American Trust, FSB
N/A—56,371-56,371-100%$6.0M———
Lutz Financial Services LLC
N/A—55,231-55,231-100%$5.9M———
United Capital Financial Advisors, LLC
N/A—53,968-53,968-100%$5.7M———
Valmark Advisers, Inc.
N/A—52,409-52,409-100%$5.6M———
Advisory Services Network, LLC
N/A—50,446-50,446-100%$5.4M———
Pine Harbor Wealth Management, LLC
N/A—50,312-50,312-100%$5.4M———
McNamara Financial Services, Inc.
N/A—49,407-49,407-100%$5.3M———
PNC Financial Services Group, Inc.
N/A—48,802-48,802-100%$5.2M———
Composition Wealth, LLC
N/A—47,978-47,978-100%$5.1M———
Wealthfront Advisers LLC
N/A—47,674-47,674-100%$5.1M———
Wealthspire Advisors, LLC
N/A—47,550-47,550-100%$5.1M———
GWN Securities Inc.
N/A—45,186-45,186-100%$4.8M———
Sentinel Wealth Management, Inc.
N/A—44,449-44,449-100%$4.7M———
German American Bancorp, Inc.
N/A—43,859-43,859-100%$4.7M———
Great Valley Advisor Group, Inc.
N/A—42,765-42,765-100%$4.6M———
Financial Plan, Inc.
N/A—42,464-42,464-100%$4.5M———
Focus Partners Advisor Solutions, LLC
N/A—41,354-41,354-100%$4.4M———
BWM Planning, LLC
N/A—40,832-40,832-100%$4.3M———
Allstate Corp
N/A—40,156-40,156-100%$4.3M———
Fairview Capital Investment Management, LLC
N/A—39,850-39,850-100%$4.2M———
King Luther Capital Management Corp
N/A—39,712-39,712-100%$4.2M———
Mayflower Financial Advisors, LLC
N/A—39,299-39,299-100%$4.2M———
Sanchez Levi Garrett
N/A—38,400-38,400-100%$4.1M———
Fisher Asset Management, LLC
N/A—38,376-38,376-100%$4.1M———
Blair William & Co
N/A—38,046-38,046-100%$4.1M———
Manhattan West Asset Management, LLC
N/A—37,944-37,944-100%$4.0M———
1015 Capital Partners, LLC
N/A—36,323-36,323-100%$3.9M———
North Dallas Bank & Trust Co
N/A—36,206-36,206-100%$3.9M———
UMB Bank, n.a.
N/A—34,705-34,705-100%$3.7M———
Signal Tree Financial Partners LLC
N/A—33,165-33,165-100%$3.5M———
Clearstead Advisors, LLC
N/A—32,505-32,505-100%$3.5M———
Ausdal Financial Partners, Inc.
N/A—31,146-31,146-100%$3.3M———
Cardiff Park Advisors, LLC
N/A—30,630-30,630-100%$3.3M———
Rogco, LP
N/A—30,390-30,390-100%$3.2M———
BlackRock, Inc.
N/A—30,181-30,181-100%$3.2M———
Fiduciary Trust Co
N/A—29,341-29,341-100%$3.1M———
FMR LLC
N/A—29,100-29,100-100%$3.1M———
Choate Investment Advisors
N/A—28,825-28,825-100%$3.1M———
Highview Capital Management LLC
N/A—27,763-27,763-100%$3.0M———
Ally Invest Advisors Inc.
N/A—26,271-26,271-100%$2.8M———
AE Wealth Management LLC
N/A—25,743-25,743-100%$2.7M———
Old Mission Capital LLC
N/A—25,496-25,496-100%$2.7M———
Hirtle & Co., LLC
N/A—25,410-25,410-100%$2.7M———
Carr Financial Group Corp
N/A—24,948-24,948-100%$2.7M———
MAI Capital Management
N/A—24,510-24,510-100%$2.6M———
Rehmann Capital Advisory Group
N/A—24,440-24,440-100%$2.6M———
Private Advisor Group, LLC
N/A—24,175-24,175-100%$2.6M———
BNP Paribas Financial Markets
N/A—24,012-24,012-100%$2.6M———
Steward Partners Investment Advisory, LLC
N/A—23,888-23,888-100%$2.5M———
Rivernorth Capital Management, LLC
N/A—23,678-23,678-100%$2.5M———
Crewe Advisors LLC
N/A—23,393-23,393-100%$2.5M———
OneDigital Investment Advisors LLC
N/A—23,144-23,144-100%$2.5M———
NewEdge Wealth, LLC
N/A—23,118-23,118-100%$2.5M———
Tower Research Capital LLC (TRC)
N/A—23,115-23,115-100%$2.5M———
Parkwoods Wealth Partners, LLC
N/A—22,753-22,753-100%$2.4M———
Destination Wealth Management
N/A—22,628-22,628-100%$2.4M———
Bonfire Financial
N/A—22,063-22,063-100%$2.3M———
Pure Financial Advisors, LLC
N/A—22,008-22,008-100%$2.3M———
Mutual Advisors, LLC
N/A—20,509-20,509-100%$2.2M———
FLC Capital Advisors
N/A—20,424-20,424-100%$2.2M———
Principal Securities, Inc.
N/A—20,347-20,347-100%$2.2M———
Pathstone Holdings, LLC
N/A—20,092-20,092-100%$2.1M———
Ndwm LLC
N/A—19,945-19,945-100%$2.1M———
Global Retirement Partners, LLC
N/A—19,937-19,937-100%$2.1M———
Zacks Investment Management
N/A—19,798-19,798-100%$2.1M———
Allegheny Financial Group
N/A—19,772-19,772-100%$2.1M———
IF Advisors, LLC
N/A—19,000-19,000-100%$2.0M———
Midwestern Financial, LLC
N/A—18,880-18,880-100%$2.0M———
Per Stirling Capital Management, Llc.
N/A—18,069-18,069-100%$1.9M———
IFG Advisory, LLC
N/A—18,050-18,050-100%$1.9M———
Beaird Harris Wealth Management, LLC
N/A—17,770-17,770-100%$1.9M———
Mayport, LLC
N/A—17,478-17,478-100%$1.9M———
Advisory Alpha, LLC
N/A—17,277-17,277-100%$1.8M———
Bridge Generations Wealth Management LLC
N/A—17,025-17,025-100%$1.8M———
Trivium Point Advisory, LLC
N/A—16,980-16,980-100%$1.8M———
Harbour Investments, Inc.
N/A—16,853-16,853-100%$1.8M———
Financial Engines Advisors L.L.C.
N/A—16,714-16,714-100%$1.8M———
Coldstream Capital Management Inc
N/A—16,667-16,667-100%$1.8M———
Aptus Capital Advisors, LLC
N/A—16,649-16,649-100%$1.8M———
Thompson David Blair
N/A—16,628-16,628-100%$1.8M———
Cresset Asset Management, LLC
N/A—16,579-16,579-100%$1.8M———
Ethos Financial Group, LLC
N/A—16,322-16,322-100%$1.7M———
Seaside Wealth Management, Inc.
N/A—15,900-15,900-100%$1.7M———
Financial Strategies Group, Inc.
N/A—15,628-15,628-100%$1.7M———
Evernest Financial Advisors, LLC
N/A—15,450-15,450-100%$1.6M———
Olde Wealth Management, LLC
N/A—15,362-15,362-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—15,139-15,139-100%$1.6M———
Altar Rock LLC
N/A—14,961-14,961-100%$1.6M———
Becker Capital Management Inc
N/A—14,883-14,883-100%$1.6M———
Bessemer Group Inc
N/A—14,749-14,749-100%$1.6M———
Commerce Bank
N/A—14,097-14,097-100%$1.5M———
Catalyst Financial Partners LLC
N/A—13,914-13,914-100%$1.5M———
Nwam LLC
N/A—13,486-13,486-100%$1.4M———
Rockbridge Investment Management, LCC
N/A—13,298-13,298-100%$1.4M———
Bravera Wealth
N/A—13,000-13,000-100%$1.4M———
Beacon Harbor Wealth Advisors, Inc.
N/A—12,911-12,911-100%$1.4M———
Godshalk Welsh Capital Management, Inc.
N/A—12,850-12,850-100%$1.4M———
White Pine Capital LLC
N/A—12,784-12,784-100%$1.4M———
Benjamin Edwards Inc
N/A—12,621-12,621-100%$1.3M———
IAM Advisory, LLC
N/A—12,474-12,474-100%$1.3M———
RiverFront Investment Group, LLC
N/A—12,437-12,437-100%$1.3M———
Continuum Advisory, LLC
N/A—12,188-12,188-100%$1.3M———
Fortis Capital Advisors, LLC
N/A—12,162-12,162-100%$1.3M———
Belpointe Asset Management LLC
N/A—12,162-12,162-100%$1.3M———
Vantage Point Financial LLC
N/A—11,904-11,904-100%$1.3M———
Ameritas Investment Partners, Inc.
N/A—11,901-11,901-100%$1.3M———
Strategic Financial Services, Inc.
N/A—11,713-11,713-100%$1.2M———
Arax Advisory Partners
N/A—11,422-11,422-100%$1.2M———
Johnson Investment Counsel Inc
N/A—11,326-11,326-100%$1.2M———
ST Germain D J Co Inc
N/A—11,003-11,003-100%$1.2M———
Jasper Ridge Partners, L.P.
N/A—10,986-10,986-100%$1.2M———
Pinney & Scofield, Inc.
N/A—10,985-10,985-100%$1.2M———
Nuveen, LLC
N/A—10,908-10,908-100%$1.2M———
Kintra Wealth, LLC
N/A—10,507-10,507-100%$1.1M———
Strategic Wealth Partners, Ltd.
N/A—10,444-10,444-100%$1.1M———
C M Bidwell & Associates LTD
N/A—10,384-10,384-100%$1.1M———
&partners
N/A—10,368-10,368-100%$1.1M———
Trustmark Bank Trust Department
N/A—10,220-10,220-100%$1.1M———
Gould Asset Management LLC
N/A—10,090-10,090-100%$1.1M———
American Wealth Advisors, LLC
N/A—9,952-9,952-100%$1.1M———
Equitable Holdings, Inc.
N/A—9,800-9,800-100%$1.0M———
MainStreet Investment Advisors LLC
N/A—9,709-9,709-100%$1.0M———
CVA Family Office, LLC
N/A—9,573-9,573-100%$1.0M———
Stansberry Asset Management, LLC
N/A—9,429-9,429-100%$1.0M———
Dravo BAY LLC
N/A—9,257-9,257-100%$985.6K———
BTC Capital Management, Inc.
N/A—8,906-8,906-100%$948.2K———
Arkadios Wealth Advisors
N/A—8,781-8,781-100%$934.9K———
Berger Financial Group, Inc
N/A—8,739-8,739-100%$930.5K———
HSBC Holdings PLC
N/A—8,643-8,643-100%$920.2K———
Modern Wealth Management, LLC
N/A—8,242-8,242-100%$877.5K———
Advyzon Investment Management, LLC
N/A—8,237-8,237-100%$877.0K———
Rock Point Advisors, LLC
N/A—8,157-8,157-100%$868.5K———
Brand Asset Management Group, Inc.
N/A—8,009-8,009-100%$852.7K———
L2 Asset Management, LLC
N/A—7,991-7,991-100%$850.8K———
Vaughan Nelson Investment Management, L.P.
N/A—7,861-7,861-100%$837.0K———
ArborFi Advisors, LLC
N/A—7,697-7,697-100%$819.5K———
Cornerstone Financial Group, LLC
N/A—7,636-7,636-100%$813.0K———
Cary Street Partners Financial LLC
N/A—7,606-7,606-100%$809.8K———
Vista Investment Management
N/A—7,588-7,588-100%$807.9K———
Cary Street Partners Investment Advisory LLC
N/A—7,573-7,573-100%$806.3K———
Neuberger Berman Group LLC
N/A—7,530-7,530-100%$801.7K———
Plum Street Advisors, LLC
N/A—7,394-7,394-100%$787.2K———
Jacobson & Schmitt Advisors, LLC
N/A—7,391-7,391-100%$786.9K———
Jefferies Financial Group Inc.
N/A—7,353-7,353-100%$782.9K———
Compass Financial Group, Inc.
N/A—7,289-7,289-100%$776.1K———
Capital Analysts, LLC
N/A—7,210-7,210-100%$768.0K———
Wescott Financial Advisory Group, LLC
N/A—6,966-6,966-100%$741.7K———
Synergy Investment Management, LLC
N/A—6,773-6,773-100%$719.6K———
Dean Investment Associates, LLC
N/A—6,650-6,650-100%$708.0K———
Alliancebernstein L.P.
N/A—6,648-6,648-100%$708.0K———
Envestnet Portfolio Solutions, Inc.
N/A—6,647-6,647-100%$707.7K———
Sunbeam Capital Management, LLC
N/A—6,645-6,645-100%$707.5K———
Keebeck Wealth Management
N/A—6,518-6,518-100%$694.0K———
Cadia Private Client LLC
N/A—6,386-6,386-100%$679.9K———
Fiduciary Financial Advisors
N/A—6,288-6,288-100%$669.4K———
Edgestream Partners, L.P.
N/A—6,126-6,126-100%$652.2K———
Chilton Investment Co Inc.
N/A—6,105-6,105-100%$650.0K———
Chesapeake Wealth Management
N/A—6,028-6,028-100%$641.8K———
Hilltop Partners LLC
N/A—5,998-5,998-100%$638.6K———
Haverford Trust Co
N/A—5,996-5,996-100%$638.4K———
Petra Financial Advisors Inc
N/A—5,935-5,935-100%$631.9K———
Citizens & Northern Corp
N/A—5,929-5,929-100%$631.3K———
TAGStone Capital, Inc.
N/A—5,896-5,896-100%$627.8K———
Cannon Wealth Management Services, LLC
N/A—5,865-5,865-100%$624.4K———
Strategic Financial Concepts, LLC
N/A—5,753-5,753-100%$612.6K———
Raffa Wealth Management, LLC
N/A—5,722-5,722-100%$609.3K———
AQR Capital Management LLC
N/A—5,709-5,709-100%$607.8K———
Libra Wealth LLC
N/A—5,699-5,699-100%$606.8K———
Stonebridge Financial Group, LLC
N/A—5,650-5,650-100%$601.0K———
Tilson Financial Group, Inc.
N/A—5,632-5,632-100%$599.6K———
Pallas Capital Advisors LLC
N/A—5,559-5,559-100%$591.9K———
Colonial Trust Co / SC
N/A—5,303-5,303-100%$564.6K———
Bartlett & Co. Wealth Management LLC
N/A—5,245-5,245-100%$558.4K———
Silver OAK Wealth Advisors Services, LLC
N/A—5,205-5,205-100%$554.2K———
Aspen Wealth Strategies, LLC
N/A—5,091-5,091-100%$542.1K———
Summit Wealth Partners, LLC
N/A—5,078-5,078-100%$540.6K———
Colonial Trust Advisors
N/A—5,045-5,045-100%$537.1K———
Hilltop Holdings Inc.
N/A—4,952-4,952-100%$527.2K———
Stratos Investment Management, LLC
N/A—4,904-4,904-100%$522.2K———
Madison Wealth Partners, Inc
N/A—4,881-4,881-100%$519.7K———
Essex Financial Services, Inc.
N/A—4,879-4,879-100%$519.5K———
Sage Financial Management Group, Inc.
N/A—4,738-4,738-100%$504.5K———
GenTrust, LLC
N/A—4,737-4,737-100%$504.3K———
Foster & Motley Inc
N/A—4,687-4,687-100%$499.0K———
Uniting Wealth Partners, LLC
N/A—4,685-4,685-100%$498.8K———
Cloud Capital Management, LLC
N/A—4,676-4,676-100%$498.0K———
IHT Wealth Management, LLC
N/A—4,670-4,670-100%$497.3K———
Dorsey & Whitney Trust Co LLC
N/A—4,578-4,578-100%$487.4K———
Investments & Financial Planning, LLC
N/A—4,499-4,499-100%$479.1K———
Chatterton & Associates Inc.
N/A—4,452-4,452-100%$472.9K———
Western Wealth Management, LLC
N/A—4,441-4,441-100%$472.8K———
Stephens Inc
N/A—4,401-4,401-100%$468.6K———
Endeavor Private Wealth, Inc.
N/A—4,372-4,372-100%$465.5K———
Prosperity Consulting Group, LLC
N/A—4,354-4,354-100%$463.6K———
Hayek Kallen Investment Management
N/A—4,325-4,325-100%$460.0K———
Delos Wealth Advisors, LLC
N/A—4,236-4,236-100%$451.0K———
Sovereign Financial Group, Inc.
N/A—4,217-4,217-100%$449.0K———
Collaborative Wealth Managment Inc.
N/A—3,795-3,795-100%$404.1K———
Warner Financial, Inc
N/A—3,784-3,784-100%$402.9K———
Whittier Trust Co
N/A—3,764-3,764-100%$400.3K———
Traction Financial Partners, LLC
N/A—3,731-3,731-100%$397.2K———
Generations Wealth, LLC
N/A—3,716-3,716-100%$395.6K———
Bcgm Wealth Management, LLC
N/A—3,686-3,686-100%$392.5K———
Cornerstone Investment Partners, LLC
N/A—3,660-3,660-100%$389.7K———
Centennial Bank
N/A—3,630-3,630-100%$386.5K———
Wealthspire Retirement, LLC
N/A—3,593-3,593-100%$382.5K———
Marshall Financial Group, LLC
N/A—3,565-3,565-100%$379.6K———
South Plains Financial, Inc.
N/A—3,496-3,496-100%$372.2K———
Park Place Capital Corp
N/A—3,479-3,479-100%$370.5K———
Investment Advisory Group, LLC
N/A—3,464-3,464-100%$368.8K———
49 Wealth Management, LLC
N/A—3,411-3,411-100%$363.1K———
Alongside, LLC
N/A—3,411-3,411-100%$363.1K———
Stock Yards Bank & Trust Co
N/A—3,335-3,335-100%$355.1K———
Beto Financial Group, LLC
N/A—3,289-3,289-100%$349.2K———
Westwood Holdings Group Inc
N/A—3,261-3,261-100%$347.2K———
Advisor Resource Council
N/A—3,257-3,257-100%$346.4K———
RWA Wealth Partners, LLC
N/A—3,235-3,235-100%$344.4K———
Cape COD Five Cents Savings Bank
N/A—3,211-3,211-100%$341.9K———
Second Line Capital, LLC
N/A—3,194-3,194-100%$340.1K———
Proffitt & Goodson Inc
N/A—3,025-3,025-100%$322.1K———
Alta Wealth Advisors LLC
N/A—2,993-2,993-100%$318.6K———
First Manhattan Co. Llc.
N/A—2,992-2,992-100%$318.6K———
CreativeOne Wealth, LLC
N/A—2,988-2,988-100%$318.1K———
Ponta Wealth Partners, LLC
N/A—2,979-2,979-100%$317.2K———
IMA Advisory Services, Inc.
N/A—2,867-2,867-100%$305.3K———
CacheTech Inc.
N/A—2,853-2,853-100%$303.8K———
Level Four Advisory Services, LLC
N/A—2,821-2,821-100%$300.4K———
WealthShield Partners, LLC
N/A—2,802-2,802-100%$298.3K———
Capasso Planning Partners LLC
N/A—2,797-2,797-100%$297.8K———
Morris Financial Concepts, Inc.
N/A—2,789-2,789-100%$296.9K———
Ballast Advisors LLC
N/A—2,785-2,785-100%$296.5K———
Hills Bank & Trust Co
N/A—2,702-2,702-100%$287.7K———
Ameritas Advisory Services, LLC
N/A—2,672-2,672-100%$284.5K———
Sequent Planning LLC
N/A—2,663-2,663-100%$283.5K———
West Michigan Advisors, LLC
N/A—2,623-2,623-100%$279.3K———
Seeds Investor LLC
N/A—2,602-2,602-100%$277.1K———
Verity Wealth Advisors
N/A—2,568-2,568-100%$273.4K———
XTX Topco Ltd
N/A—2,568-2,568-100%$273.4K———
Shufro Rose & Co LLC
N/A—2,568-2,568-100%$273.4K———
Koss-Olinger Consulting, LLC
N/A—2,553-2,553-100%$271.8K———
Kovack Advisors, Inc.
N/A—2,551-2,551-100%$271.0K———
Fidelis Capital Partners, LLC
N/A—2,501-2,501-100%$266.3K———
Private Wealth Asset Management, LLC
N/A—2,498-2,498-100%$266.0K———
Pinnacle Financial Partners, Inc.
N/A—2,463-2,463-100%$262.2K———
Atlas Legacy Advisors, LLC
N/A—2,445-2,445-100%$260.3K———
Tower Bridge Advisors
N/A—2,400-2,400-100%$255.5K———
Whittier Trust Co of Nevada Inc
N/A—2,388-2,388-100%$253.8K———
Rialto Wealth Management, LLC
N/A—2,335-2,335-100%$248.6K———
Rothschild Wealth LLC
N/A—2,326-2,326-100%$247.6K———
Jaffetilchin Investment Partners, LLC
N/A—2,317-2,317-100%$246.7K———
Stephen J. Garry & Associates, LLC
N/A—2,317-2,317-100%$246.7K———
Croban
N/A—2,200-2,200-100%$234.2K———
Ameriflex Group, Inc.
N/A—2,166-2,166-100%$230.6K———
Keel Point, LLC
N/A—2,129-2,129-100%$226.7K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,110-2,110-100%$224.7K———
Smartleaf Asset Management LLC
N/A—2,092-2,092-100%$222.8K———
Morgan Dempsey Capital Management LLC
N/A—2,080-2,080-100%$221.5K———
Balanced Rock Investment Advisors LLC
N/A—2,078-2,078-100%$221.2K———
Lansing Street Advisors
N/A—2,016-2,016-100%$214.6K———
Axis Wealth Partners, LLC
N/A—2,010-2,010-100%$214.0K———
Goldstone Financial Group, LLC
N/A—1,998-1,998-100%$212.7K———
Bedel Financial Consulting, Inc.
N/A—1,981-1,981-100%$210.9K———
Strategic Investment Solutions, Inc.
N/A—1,976-1,976-100%$210.6K———
Zevin Asset Management LLC
N/A—1,962-1,962-100%$208.9K———
Omnia Family Wealth, LLC
N/A—1,928-1,928-100%$205.3K———
Geneos Wealth Management Inc.
N/A—1,907-1,907-100%$203.0K———
Northern Trust Corp
N/A—1,901-1,901-100%$202.4K———
AssuredPartners Investment Advisors, LLC
N/A—1,882-1,882-100%$200.4K———
Glen Eagle Advisors, LLC
N/A—1,427-1,427-100%$151.9K———
O'shaughnessy Asset Management, LLC
N/A—1,313-1,313-100%$139.8K———
Integrity Financial Corp
N/A—1,245-1,245-100%$132.6K———
Cornerstone Financial Management LLC
N/A—1,090-1,090-100%$116.1K———
NI Acquisitions Company, LLC
N/A—999-999-100%$106.4K———
NBH Bank
N/A—974-974-100%$103.7K———
Huntington National Bank
N/A—948-948-100%$100.9K———
Atlantic Union Bankshares Corp
N/A—890-890-100%$94.8K———
Collier Financial
N/A—785-785-100%$83.5K———
Vision Retirement, LLC
N/A—762-762-100%$81.1K———
HHM Wealth Advisors, LLC
N/A—700-700-100%$74.5K———
Motco
N/A—637-637-100%$67.8K———
10Elms LLP
N/A—435-435-100%$46.3K———
Field & Main Bank
N/A—376-376-100%$40.0K———
BFC Planning, Inc.
N/A—352-352-100%$37.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—352-352-100%$37.5K———
Boyd Watterson Asset Management LLC
N/A—329-329-100%$35.0K———
SouthState Bank Corp
N/A—321-321-100%$34.2K———
Greykasell Wealth Strategies, Inc.
N/A—294-294-100%$31.3K———
Longview Financial Advisors LLC
N/A—250-250-100%$26.6K———
Brown Brothers Harriman & Co
N/A—234-234-100%$24.9K———
Delta Asset Management LLC
N/A—200-200-100%$21.3K———
Johnson Financial Group, Inc.
N/A—133-133-100%$14.2K———
Hantz Financial Services, Inc.
N/A—130-130-100%$14———
Vanguard Advisers Inc
N/A—129-129-100%$13.7K———
Transamerica Financial Advisors, LLC
N/A—114-114-100%$12.2K———
Anchor Bay Capital, Inc.
N/A—100-100-100%$10.6K———
Bogart Wealth, LLC
N/A—91-91-100%$9.7K———
Crews Bank & Trust
N/A—88-88-100%$9.4K———
Abound Financial, LLC
N/A—87-87-100%$9.3K———
Tidemark, LLC
N/A—86-86-100%$9.2K———
SOA Wealth Advisors, Llc.
N/A—42-42-100%$4.5K———
Hollencrest Capital Management
N/A—36-36-100%$3.8K———
Russell Investments Group, Ltd.
N/A—32-32-100%$3.4K———
Rothschild Investment LLC
N/A—3-3-100%$319———
First Command Advisory Services, Inc.
N/A—00—$0———
Showing 970 of 970 institutions