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Ishares National Muni Bond E (MUB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares15,543,077 from 14,801,826
Change+741,251 (+5%)
Value$1.6B (-$21.6M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares15,535,690 from 12,757,070
Change+2,778,620 (+22%)
Value$1.6B (+$197.7M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares13,745,708 from 12,648,532
Change+1,097,176 (+9%)
Value$1.4B (+$28.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares7,709,175 from 7,514,130
Change+195,045 (+3%)
Value$779.4M (-$29.3M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares6,069,596 from 7,256,953
Change-1,187,357 (-16%)
Value$613.6M (-$167.4M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares5,284,979 from 5,353,257
Change-68,278 (-1%)
Value$534.3M (-$41.8M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares3,469,360 from 3,352,646
Change+116,714 (+3%)
Value$350.8M (-$10.1M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares2,766,216 from 2,808,282
Change-42,066 (-1%)
Value$279.7M (-$22.6M)
Filed 2026-11-02
Orgel Wealth Management, LLC
DECREASED
Shares2,526,062 from 2,708,345
Change-182,283 (-7%)
Value$255.4M (-$36.1M)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares2,268,668 from 1,883,582
Change+385,086 (+20%)
Value$229.4M (+$26.7M)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares1,517,444 from 1,120,668
Change+396,776 (+35%)
Value$153.4K (-$120.5M)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares1,235,371 from 477,489
Change+757,882 (+159%)
Value$124.5M (+$73.4M)
Filed 2026-10-09
Citigroup Inc
DECREASED
Shares1,216,494 from 1,323,673
Change-107,179 (-8%)
Value$123.0M (-$19.5M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares1,039,321 from 945,128
Change+94,193 (+10%)
Value$105.1M (+$3.4M)
Filed 2026-10-30
Choreo, LLC
INCREASED
Shares928,560 from 450,490
Change+478,070 (+106%)
Value$93.9M (+$45.4M)
Filed 2026-10-28
Signaturefd, LLC
DECREASED
Shares916,984 from 1,104,580
Change-187,596 (-17%)
Value$92.7M (-$26.2M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares733,107 from 652,810
Change+80,297 (+12%)
Value$73.9M (+$4.0M)
Filed 2026-10-13
Sofi Wealth, LLC
INCREASED
Shares732,272 from 666,493
Change+65,779 (+10%)
Value$74.0M (+$2.3M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares705,609 from 618,645
Change+86,964 (+14%)
Value$71.3M (+$4.8M)
Filed 2026-10-08
Lutz Financial Services LLC
INCREASED
Shares695,367 from 357,361
Change+338,006 (+95%)
Value$70.3M (+$31.8M)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED
Shares687,661 from 643,767
Change+43,894 (+7%)
Value$69.5M (+$240.3K)
Filed 2026-10-20
Foster Group, Inc.
INCREASED
Shares673,637 from 566,053
Change+107,584 (+19%)
Value$68.1M (+$7.2M)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares656,492 from 630,739
Change+25,753 (+4%)
Value$66.4M (-$1.5M)
Filed 2026-10-13
Kestra Investment Management, LLC
INCREASED
Shares643,393 from 616,563
Change+26,830 (+4%)
Value$65.0M (-$1.3M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares605,173 from 385,709
Change+219,464 (+57%)
Value$61.2M (+$19.7M)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares591,044 from 436,441
Change+154,603 (+35%)
Value$59.8M (+$12.8M)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares582,488 from 568,602
Change+13,886 (+2%)
Value$58.9M (-$2.3M)
Filed 2026-11-05
Gradient Investments LLC
INCREASED
Shares551,931 from 474,766
Change+77,165 (+16%)
Value$55.8M (+$4.7M)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
DECREASED
Shares547,760 from 576,272
Change-28,512 (-5%)
Value$55.4M (-$6.6M)
Filed 2026-10-21
Retirement Investment Advisors, Inc.
INCREASED
Shares544,238 from 543,022
Change+1,216 (+0%)
Value$55.0M (-$3.0M)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares544,043 from 359,522
Change+184,521 (+51%)
Value$55.0M (+$16.3M)
Filed 2026-11-06
Crestwood Advisors Group, LLC
DECREASED
Shares520,866 from 616,861
Change-95,995 (-16%)
Value$52.7M (-$13.7M)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares509,114 from 393,335
Change+115,779 (+29%)
Value$51.6M (+$9.2M)
Filed 2026-11-05
Rockwood Wealth Management, LLC
INCREASED
Shares449,668 from 281,594
Change+168,074 (+60%)
Value$45.5M (+$15.2M)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares425,586 from 408,101
Change+17,485 (+4%)
Value$43.0M (-$893.1K)
Filed 2026-10-26
Liquid Strategies, LLC
INCREASED
Shares423,570 from 396,261
Change+27,309 (+7%)
Value$42.8M (+$177.3K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares420,625 from 427,319
Change-6,694 (-2%)
Value$42.5K (-$45.9M)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares416,782 from 361,425
Change+55,357 (+15%)
Value$44.9M (+$6.0M)
Filed 2026-11-06
Ascent Group, LLC
INCREASED
Shares414,487 from 411,221
Change+3,266 (+1%)
Value$41.9M (-$2.4M)
Filed 2026-10-30
JFS Wealth Advisors, LLC
INCREASED
Shares409,259 from 387,660
Change+21,599 (+6%)
Value$41.4M (-$343.9K)
Filed 2026-11-03
Charles Schwab Trust Co
INCREASED
Shares399,584 from 175,484
Change+224,100 (+128%)
Value$40.4M (+$21.5M)
Filed 2026-10-15
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares379,930 from 382,510
Change-2,580 (-1%)
Value$38.4M (-$2.8M)
Filed 2026-10-27
Cardinal Point Capital Management ULC
INCREASED
Shares373,539 from 368,010
Change+5,529 (+2%)
Value$37.8M (-$1.8M)
Filed 2026-10-21
Parcion Private Wealth LLC
DECREASED
Shares348,153 from 503,579
Change-155,426 (-31%)
Value$35.2M (-$19.0M)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares344,694 from 284,540
Change+60,154 (+21%)
Value$34.8M (+$4.2M)
Filed 2026-10-29
Trust Co
INCREASED
Shares331,253 from 317,842
Change+13,411 (+4%)
Value$33.5M (-$716.5K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
INCREASED
Shares325,960 from 219,617
Change+106,343 (+48%)
Value$33.0M (+$9.3M)
Filed 2026-10-22
New York Life Investment Management LLC
DECREASED
Shares321,574 from 417,162
Change-95,588 (-23%)
Value$32.5M (-$12.4M)
Filed 2026-11-04
Wesbanco Bank Inc
INCREASED
Shares319,974 from 291,624
Change+28,350 (+10%)
Value$32.3M (+$964.8K)
Filed 2026-11-04
Balentine LLC
DECREASED
Shares319,698 from 329,446
Change-9,748 (-3%)
Value$32.3M (-$3.1M)
Filed 2026-11-03
Legacy Private Trust Co.
INCREASED
Shares314,808 from 72,195
Change+242,613 (+336%)
Value$31.8M (+$24.1M)
Filed 2026-10-06
Avantax Planning Partners, Inc.
DECREASED
Shares313,854 from 537,122
Change-223,268 (-42%)
Value$31.7M (-$26.1M)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares294,832 from 256,103
Change+38,729 (+15%)
Value$29.8M (+$2.2M)
Filed 2026-11-06
Aspiriant, LLC
INCREASED
Shares294,198 from 280,348
Change+13,850 (+5%)
Value$29.7M (-$427.8K)
Filed 2026-10-16
TD Private Client Wealth LLC
INCREASED
Shares285,990 from 63,764
Change+222,226 (+349%)
Value$28.9M (+$22.1M)
Filed 2026-10-28
Atlatl Advisers LLC
INCREASED
Shares271,730 from 260,812
Change+10,918 (+4%)
Value$27.5M (-$596.7K)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares271,170 from 175,533
Change+95,637 (+54%)
Value$27.4M (+$8.7M)
Filed 2026-11-06
Ackerman Capital Advisors, LLC
DECREASED
Shares269,537 from 275,545
Change-6,008 (-2%)
Value$27.3M (-$2.4M)
Filed 2026-10-30
Salomon & Ludwin, LLC
INCREASED
Shares262,739 from 253,804
Change+8,935 (+4%)
Value$26.6M (-$740.7K)
Filed 2026-10-29
Global Strategic Investment Solutions, LLC
DECREASED
Shares261,197 from 273,481
Change-12,284 (-4%)
Value$26.4M (-$3.0M)
Filed 2026-10-16
CX Institutional
INCREASED
Shares253,468 from 237,041
Change+16,427 (+7%)
Value$25.6K (+$116)
Filed 2026-10-02
First Command Advisory Services, Inc.
INCREASED
Shares237,166 from 112,432
Change+124,734 (+111%)
Value$24.0M (+$11.9M)
Filed 2026-11-05
Unique Wealth, LLC
INCREASED
Shares235,087 from 232,682
Change+2,405 (+1%)
Value$23.8M (-$1.3M)
Filed 2026-10-16
Gamma Investing LLC
DECREASED
Shares221,161 from 250,754
Change-29,593 (-12%)
Value$22.4M (-$4.6M)
Filed 2026-10-08
Modera Wealth Management, LLC
INCREASED
Shares219,015 from 215,871
Change+3,144 (+1%)
Value$22.1M (-$1.1M)
Filed 2026-10-28
Legacy Edge Advisors, LLC
DECREASED
Shares215,004 from 281,933
Change-66,929 (-24%)
Value$21.7M (-$8.6M)
Filed 2026-11-06
Brown Wealth Management, LLC
INCREASED
Shares211,411 from 193,485
Change+17,926 (+9%)
Value$21.4M (+$550.9K)
Filed 2026-10-20
Black Diamond Financial, LLC
INCREASED
Shares208,388 from 177,822
Change+30,566 (+17%)
Value$21.1M (+$1.9M)
Filed 2026-10-26
Waldron Private Wealth LLC
DECREASED
Shares207,994 from 212,725
Change-4,731 (-2%)
Value$21.0M (-$1.9M)
Filed 2026-11-02
Morton Brown Family Wealth, LLC
INCREASED
Shares207,197 from 202,817
Change+4,380 (+2%)
Value$20.9M (-$879.5K)
Filed 2026-10-23
Triad Wealth Partners, LLC
INCREASED
Shares205,696 from 183,286
Change+22,410 (+12%)
Value$20.8M (+$1.5M)
Filed 2026-10-26
North Star Investment Management Corp.
INCREASED
Shares205,451 from 151,402
Change+54,049 (+36%)
Value$20.8M (+$4.5M)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares200,528 from 193,569
Change+6,959 (+4%)
Value$20.2M (-$601.3K)
Filed 2026-10-08
First Citizens Bank & Trust Co
DECREASED
Shares195,475 from 210,114
Change-14,639 (-7%)
Value$19.8M (-$2.8M)
Filed 2026-10-14
Capital Asset Advisory Services LLC
INCREASED
Shares190,202 from 187,972
Change+2,230 (+1%)
Value$19.6M (-$593.1K)
Filed 2026-10-30
Symmetry Partners, LLC
INCREASED
Shares189,786 from 179,029
Change+10,757 (+6%)
Value$19.2M (-$79.8K)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares188,569 from 209,187
Change-20,618 (-10%)
Value$19.1M (-$3.4M)
Filed 2026-10-22
Stairway Partners, LLC
DECREASED
Shares188,555 from 188,745
Change-190 (0%)
Value$19.1M (-$1.2M)
Filed 2026-10-02
Revolve Wealth Partners, LLC
INCREASED
Shares187,229 from 123,079
Change+64,150 (+52%)
Value$18.9M (+$5.7M)
Filed 2026-10-23
BIP Wealth, LLC
INCREASED
Shares186,967 from 123,417
Change+63,550 (+51%)
Value$18.9M (+$5.6M)
Filed 2026-10-22
Waterway Wealth Management, LLC
INCREASED
Shares185,842 from 155,846
Change+29,996 (+19%)
Value$18.8M (+$2.0M)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares180,021 from 164,242
Change+15,779 (+10%)
Value$18.2M (+$524.3K)
Filed 2026-10-16
Confluence Wealth Services, Inc.
INCREASED
Shares176,206 from 113,268
Change+62,938 (+56%)
Value$17.8M (+$5.6M)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares172,822 from 162,583
Change+10,239 (+6%)
Value$17.5M (-$24.9K)
Filed 2026-10-22
Brookstone Capital Management
DECREASED
Shares172,228 from 180,977
Change-8,749 (-5%)
Value$17.4M (-$2.1M)
Filed 2026-10-22
Resonant Capital Advisors, LLC
DECREASED
Shares171,590 from 254,378
Change-82,788 (-33%)
Value$17.3M (-$10.0M)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED
Shares166,211 from 236,723
Change-70,512 (-30%)
Value$16.8M (-$8.7M)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares166,174 from 167,042
Change-868 (-1%)
Value$16.8M (-$1.2M)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares165,472 from 199,103
Change-33,631 (-17%)
Value$16.7M (-$4.7M)
Filed 2026-10-13
Aspen Wealth Management LLC
INCREASED
Shares163,831 from 85,027
Change+78,804 (+93%)
Value$16.6M (+$7.4M)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
NEW
Shares159,113
Change+159,113
Value$16.2M
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares158,179 from 103,765
Change+54,414 (+52%)
Value$16.2M (+$5.2M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares158,179 from 103,765
Change+54,414 (+52%)
Value$16.2M (+$5.2M)
Filed 2026-10-20
RTD Financial Advisors, Inc.
DECREASED
Shares155,559 from 165,842
Change-10,283 (-6%)
Value$15.7M (-$2.1M)
Filed 2026-10-09
Towercrest Capital Management
INCREASED
Shares150,731 from 144,937
Change+5,794 (+4%)
Value$15.2M (-$359.2K)
Filed 2026-10-23
Single Point Partners, LLC
INCREASED
Shares150,031 from 128,051
Change+21,980 (+17%)
Value$15.2M (+$1.4M)
Filed 2026-10-19
Univest Financial Corp
DECREASED
Shares147,575 from 148,493
Change-918 (-1%)
Value$14.9M (-$1.1M)
Filed 2026-11-05
Altura Wealth Advisors Inc.
DECREASED
Shares147,259 from 174,883
Change-27,624 (-16%)
Value$14.9M (-$3.9M)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares146,164 from 116,329
Change+29,835 (+26%)
Value$14.8M (+$2.3M)
Filed 2026-10-15
Citizens Financial Group Inc
INCREASED
Shares145,325 from 138,490
Change+6,835 (+5%)
Value$14.7M (-$211.9K)
Filed 2026-10-23
Stage Harbor Financial, LLC
DECREASED
Shares144,113 from 148,320
Change-4,207 (-3%)
Value$14.6M (-$1.4M)
Filed 2026-11-03
Imc-Chicago, LLC
NEW
Shares140,953
Change+140,953
Value$14.3M
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares138,195 from 104,620
Change+33,575 (+32%)
Value$14.0M (+$2.7M)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares136,625 from 67,604
Change+69,021 (+102%)
Value$13.8M (+$6.5M)
Filed 2026-11-03
AMG National Trust Bank
INCREASED
Shares135,087 from 129,267
Change+5,820 (+5%)
Value$13.7M (-$254.4K)
Filed 2026-11-05
First Financial Bank - Trust Division
DECREASED
Shares134,957 from 136,174
Change-1,217 (-1%)
Value$13.6M (-$1.0M)
Filed 2026-10-01
Chesley Taft & Associates LLC
DECREASED
Shares134,801 from 138,943
Change-4,142 (-3%)
Value$13.6M (-$1.3M)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares134,085 from 105,020
Change+29,065 (+28%)
Value$13.6M (+$2.3M)
Filed 2026-11-03
Simplex Trading, LLC
NEW
Shares133,229
Change+133,229
Value$13.5M
Filed 2026-11-04
City of London Investment Management Co LTD
DECREASED
Shares132,037 from 171,791
Change-39,754 (-23%)
Value$13.3M (-$5.1M)
Filed 2026-10-30
Lido Advisors, LLC
DECREASED
Shares130,616 from 142,258
Change-11,642 (-8%)
Value$13.2M (-$2.1M)
Filed 2026-11-04
Verus Wealth Management, LLC
INCREASED
Shares129,305 from 123,546
Change+5,759 (+5%)
Value$13.1M (-$223.3K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
INCREASED
Shares129,179 from 26,990
Change+102,189 (+379%)
Value$13.1M (+$10.2M)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares128,815 from 125,216
Change+3,599 (+3%)
Value$13.0M (-$452.5K)
Filed 2026-11-06
Vicus Capital
DECREASED
Shares128,652 from 183,682
Change-55,030 (-30%)
Value$13.0M (-$6.8M)
Filed 2026-11-05
Colony Family Offices, LLC
NEW
Shares127,793
Change+127,793
Value$12.9M
Filed 2026-10-22
Rinkey Investments
INCREASED
Shares127,395 from 115,606
Change+11,789 (+10%)
Value$12.9M (+$438.2K)
Filed 2026-10-28
Brooklyn FI, LLC
DECREASED
Shares127,182 from 132,488
Change-5,306 (-4%)
Value$13.3M (-$755.1K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares122,830 from 118,874
Change+3,956 (+3%)
Value$12.4M (-$375.1K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares120,700 from 120,144
Change+556 (+0%)
Value$12.2M (-$727.1K)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares119,752 from 80,728
Change+39,024 (+48%)
Value$12.1M (+$3.4M)
Filed 2026-10-23
Global Wealth Strategies & Associates
DECREASED
Shares115,195 from 119,218
Change-4,023 (-3%)
Value$11.6M (-$1.2M)
Filed 2026-10-02
Diversified Enterprises, LLC
INCREASED
Shares114,459 from 111,904
Change+2,555 (+2%)
Value$11.6M (-$471.4K)
Filed 2026-10-19
Wealthcare Capital Management LLC
DECREASED
Shares114,200 from 115,086
Change-886 (-1%)
Value$11.5M (-$839.9K)
Filed 2026-10-21
CWA Asset Management Group, LLC
INCREASED
Shares114,171 from 100,214
Change+13,957 (+14%)
Value$11.5M (+$757.7K)
Filed 2026-10-19
Nisa Investment Advisors, LLC
DECREASED
Shares113,545 from 119,145
Change-5,600 (-5%)
Value$11.5M (-$1.3M)
Filed 2026-10-20
Tenret Co LLC
NEW
Shares111,749
Change+111,749
Value$11.3M
Filed 2026-11-02
ForthRight Wealth Management, LLC
INCREASED
Shares111,338 from 9,337
Change+102,001 (+1092%)
Value$11.3M (+$10.3M)
Filed 2026-11-06
PDS Planning, Inc
DECREASED
Shares108,960 from 148,686
Change-39,726 (-27%)
Value$11.0M (-$5.0M)
Filed 2026-11-03
Veery Capital, LLC
DECREASED
Shares106,827 from 113,805
Change-6,978 (-6%)
Value$10.8M (-$1.4M)
Filed 2026-10-07
Martel Wealth Advisors LLC
INCREASED
Shares106,576 from 104,632
Change+1,944 (+2%)
Value$10.8M (-$485.7K)
Filed 2026-10-14
Angeles Wealth Management, LLC
DECREASED
Shares104,905 from 778,690
Change-673,785 (-87%)
Value$10.6M (-$73.2M)
Filed 2026-10-26
Wrenne Financial Planning LLC
INCREASED
Shares104,279 from 82,514
Change+21,765 (+26%)
Value$10.5M (+$1.7M)
Filed 2026-10-30
Apeiron RIA LLC
INCREASED
Shares103,916 from 51,545
Change+52,371 (+102%)
Value$10.5M (+$5.0M)
Filed 2026-10-08
Albion Financial Group
DECREASED
Shares103,354 from 115,617
Change-12,263 (-11%)
Value$10.4M (-$2.0M)
Filed 2026-10-21
Stone House Investment Management, LLC
INCREASED
Shares101,238 from 74,997
Change+26,241 (+35%)
Value$10.2M (+$2.2M)
Filed 2026-10-23
Founders Financial Securities LLC
INCREASED
Shares100,902 from 90,118
Change+10,784 (+12%)
Value$10.2M (+$502.7K)
Filed 2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares100,900 from 103,476
Change-2,576 (-2%)
Value$10.2M (-$935.2K)
Filed 2026-10-29
Level Wealth Management LLC
INCREASED
Shares98,858 from 56,977
Change+41,881 (+74%)
Value$10.0M (+$3.9M)
Filed 2026-10-23
JB Capital LLC
INCREASED
Shares97,339 from 56,393
Change+40,946 (+73%)
Value$9.8M (+$3.8M)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
INCREASED
Shares97,268 from 91,665
Change+5,603 (+6%)
Value$9.8M (-$31.2K)
Filed 2026-10-23
Catalyst Financial Partners LLC
INCREASED
Shares97,210 from 88,234
Change+8,976 (+10%)
Value$9.8M (+$332.2K)
Filed 2026-11-06
25 LLC
INCREASED
Shares96,468 from 84,806
Change+11,662 (+14%)
Value$9.8M (+$626.0K)
Filed 2026-10-13
Weitzel Financial Services, Inc.
INCREASED
Shares95,161 from 94,866
Change+295 (+0%)
Value$9.7M (-$533.6K)
Filed 2026-10-16
Aquire Wealth Advisors, LLC
INCREASED
Shares94,317 from 93,898
Change+419 (+0%)
Value$9.5M (-$569.9K)
Filed 2026-10-23
Proathlete Wealth Management LLC
INCREASED
Shares93,786 from 74,070
Change+19,716 (+27%)
Value$9.5M (+$1.5M)
Filed 2026-10-15
Alliance Wealth Management Group
INCREASED
Shares93,107 from 91,254
Change+1,853 (+2%)
Value$9.4M (-$407.6K)
Filed 2026-10-29
Patriot Investment Management Group, Inc.
INCREASED
Shares92,769 from 86,895
Change+5,874 (+7%)
Value$9.4M (+$27.4K)
Filed 2026-10-15
Saxon Interests, Inc.
NEW
Shares92,563
Change+92,563
Value$9.4M
Filed 2026-10-26
Heritage Wealth Management, Inc. s
DECREASED
Shares92,005 from 97,202
Change-5,197 (-5%)
Value$9.3M (-$1.2M)
Filed 2026-11-06
Mainsail Financial Group, LLC
INCREASED
Shares91,867 from 69,453
Change+22,414 (+32%)
Value$9.3M (+$1.8M)
Filed 2026-10-23
One Wealth Capital Management, LLC
DECREASED
Shares89,354 from 135,376
Change-46,022 (-34%)
Value$9.0M (-$5.5M)
Filed 2026-10-23
Mather Group, Llc.
DECREASED
Shares88,644 from 90,082
Change-1,438 (-2%)
Value$9.0M (-$732.7K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED
Shares87,638 from 121,234
Change-33,596 (-28%)
Value$8.9M (-$4.2M)
Filed 2026-10-21
Ullmann Wealth Partners Group, LLC
DECREASED
Shares87,395 from 90,395
Change-3,000 (-3%)
Value$8.8M (-$892.7K)
Filed 2026-11-02
Diversified Portfolios, Inc.
DECREASED
Shares86,673 from 116,918
Change-30,245 (-26%)
Value$8.8M (-$3.8M)
Filed 2026-11-04
Orin Green Financial, LLC
INCREASED
Shares85,688 from 84,531
Change+1,157 (+1%)
Value$8.7M (-$434.2K)
Filed 2026-10-19
BCO Wealth Management LLC
INCREASED
Shares84,853 from 83,192
Change+1,661 (+2%)
Value$8.6M (-$374.5K)
Filed 2026-10-14
Wealth Advisory Solutions, LLC
UNCHANGED
Shares81,254 from 81,254
Change0 (0%)
Value$8.2M (-$529.8K)
Filed 2026-10-20
Pines Wealth Management, LLC
INCREASED
Shares80,113 from 76,275
Change+3,838 (+5%)
Value$8.1M (-$109.3K)
Filed 2026-10-21
Slow Capital, Inc.
DECREASED
Shares77,422 from 205,251
Change-127,829 (-62%)
Value$7.8M (-$14.3M)
Filed 2026-10-23
Fulton Breakefield Broenniman LLC
INCREASED
Shares76,700 from 70,889
Change+5,811 (+8%)
Value$7.8M (+$125.3K)
Filed 2026-11-03
Harbor Group, Inc.
INCREASED
Shares76,549 from 75,130
Change+1,419 (+2%)
Value$7.7M (-$346.4K)
Filed 2026-10-14
Naples Global Advisors, LLC
INCREASED
Shares76,461 from 75,271
Change+1,190 (+2%)
Value$7.7M (-$370.5K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares76,162 from 69,459
Change+6,703 (+10%)
Value$7.7M (+$219.7K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares75,412 from 62,742
Change+12,670 (+20%)
Value$7.6M (+$871.9K)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares75,396 from 64,714
Change+10,682 (+17%)
Value$7.6M (+$658.0K)
Filed 2026-11-03
Watershed Private Wealth LLC
INCREASED
Shares73,114 from 41,773
Change+31,341 (+75%)
Value$7.4M (+$2.9M)
Filed 2026-10-30
IMPACTfolio, LLC
INCREASED
Shares72,886 from 69,350
Change+3,536 (+5%)
Value$7.4M (-$94.7K)
Filed 2026-10-28
Fiduciary Financial Group, LLC
DECREASED
Shares72,517 from 92,293
Change-19,776 (-21%)
Value$7.3M (-$2.6M)
Filed 2026-10-13
Bare Financial Services, Inc
INCREASED
Shares71,478 from 70,033
Change+1,445 (+2%)
Value$7.2M (-$310.5K)
Filed 2026-11-04
Aletheian Wealth Advisors LLC
INCREASED
Shares71,209 from 58,503
Change+12,706 (+22%)
Value$7.2M (+$903.1K)
Filed 2026-10-08
Legacy Financial Strategies, LLC
DECREASED
Shares70,836 from 72,042
Change-1,206 (-2%)
Value$7.2M (-$591.6K)
Filed 2026-10-15
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares70,560 from 77,176
Change-6,616 (-9%)
Value$7.1M (-$1.2M)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares70,518 from 70,944
Change-426 (-1%)
Value$7.1M (-$505.6K)
Filed 2026-10-14
Presilium Private Wealth, LLC
INCREASED
Shares68,214 from 61,109
Change+7,105 (+12%)
Value$6.9M (+$319.9K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares67,849 from 2,747
Change+65,102 (+2370%)
Value$6.9M (+$6.6M)
Filed 2026-10-28
Hobart Private Capital, LLC
INCREASED
Shares67,689 from 64,424
Change+3,265 (+5%)
Value$6.8M (-$90.0K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
DECREASED
Shares66,511 from 78,464
Change-11,953 (-15%)
Value$6.7M (-$1.7M)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
INCREASED
Shares66,489 from 62,389
Change+4,100 (+7%)
Value$6.7M (+$7.7K)
Filed 2026-10-27
Heck Capital Advisors, LLC
NEW
Shares66,367
Change+66,367
Value$6.7M
Filed 2026-10-14
Sterling Investment Counsel, LLC
NEW
Shares66,138
Change+66,138
Value$6.7M
Filed 2026-10-19
Zions Bancorporation, National Association
DECREASED
Shares66,096 from 66,767
Change-671 (-1%)
Value$6.7M (-$503.2K)
Filed 2026-11-06
Prospect Financial Group LLC
NEW
Shares65,801
Change+65,801
Value$6.7M
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares65,536 from 64,375
Change+1,161 (+2%)
Value$6.6M (-$302.3K)
Filed 2026-11-05
Mariner Investment Group LLC
INCREASED
Shares65,315 from 45,454
Change+19,861 (+44%)
Value$6.6M (+$1.7M)
Filed 2026-11-04
Advus Financial Partners, LLC
DECREASED
Shares64,984 from 65,162
Change-178 (0%)
Value$6.6M (-$442.9K)
Filed 2026-10-20
Johnson Bixby & Associates, LLC
INCREASED
Shares64,431 from 63,831
Change+600 (+1%)
Value$6.5M (-$355.5K)
Filed 2026-10-14
Precedent Wealth Partners, LLC
INCREASED
Shares63,088 from 56,153
Change+6,935 (+12%)
Value$6.4M (+$335.0K)
Filed 2026-10-21
Kings Path Partners LLC
DECREASED
Shares62,822 from 63,026
Change-204 (0%)
Value$6.4M (-$431.6K)
Filed 2026-10-21
Elyxium Wealth, LLC
NEW
Shares62,372
Change+62,372
Value$6.3M
Filed 2026-10-27
Sincerus Advisory, LLC
INCREASED
Shares61,729 from 54,239
Change+7,490 (+14%)
Value$6.2M (+$403.7K)
Filed 2026-10-09
Private Wealth Management Group, LLC
DECREASED
Shares61,365 from 65,597
Change-4,232 (-6%)
Value$6.2M (-$855.5K)
Filed 2026-10-19
First Citizens Asset Management, Inc.
DECREASED
Shares60,954 from 62,199
Change-1,245 (-2%)
Value$6.2M (-$531.4K)
Filed 2026-11-06
Confluence Investment Management LLC
INCREASED
Shares60,834 from 30,098
Change+30,736 (+102%)
Value$6.2M (+$2.9M)
Filed 2026-10-01
San Luis Wealth Advisors LLC
DECREASED
Shares60,681 from 60,921
Change-240 (0%)
Value$6.1M (-$421.4K)
Filed 2026-10-27
First Business Financial Services, Inc.
INCREASED
Shares59,706 from 54,736
Change+4,970 (+9%)
Value$6.0M (+$145.6K)
Filed 2026-10-29
Avant Financial Advisors LLC
INCREASED
Shares59,298 from 42,679
Change+16,619 (+39%)
Value$6.0M (+$1.4M)
Filed 2026-11-02
Somnio Financial Group, LLC
INCREASED
Shares59,015 from 57,969
Change+1,046 (+2%)
Value$6.0M (-$272.2K)
Filed 2026-10-26
AUA Capital Management, LLC
DECREASED
Shares58,591 from 64,111
Change-5,520 (-9%)
Value$5.9M (-$976.1K)
Filed 2026-10-15
Prospera Financial Services Inc
DECREASED
Shares58,303 from 61,228
Change-2,925 (-5%)
Value$6.1M (-$515.4K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares58,194 from 52,579
Change+5,615 (+11%)
Value$5.9M (+$224.9K)
Filed 2026-10-27
Prosperity Planning, Inc.
INCREASED
Shares57,885 from 23,787
Change+34,098 (+143%)
Value$5.9M (+$3.3M)
Filed 2026-10-09
Skyline Advisors, Inc.
DECREASED
Shares57,616 from 92,092
Change-34,476 (-37%)
Value$5.8M (-$4.1M)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares57,197 from 31,614
Change+25,583 (+81%)
Value$5.8M (+$2.4M)
Filed 2026-11-04
Partners in Financial Planning
DECREASED
Shares56,770 from 63,857
Change-7,087 (-11%)
Value$5.7M (-$1.1M)
Filed 2026-11-06
Veratis Advisors, Inc.
INCREASED
Shares56,472 from 54,980
Change+1,492 (+3%)
Value$5.7M (-$207.6K)
Filed 2026-11-03
Gutierrez Wealth Advisory, LLC
INCREASED
Shares56,155 from 33,954
Change+22,201 (+65%)
Value$5.7M (+$2.0M)
Filed 2026-11-02
Westside Investment Management, Inc.
INCREASED
Shares55,299 from 51,072
Change+4,227 (+8%)
Value$5.6M (+$94.2K)
Filed 2026-11-02
Investment Partners, Ltd.
INCREASED
Shares54,572 from 27,477
Change+27,095 (+99%)
Value$5.5M (+$2.6M)
Filed 2026-10-29
Financial Planning Fort Collins, LLC
DECREASED
Shares53,603 from 57,194
Change-3,591 (-6%)
Value$5.4M (-$697.1K)
Filed 2026-10-16
K2 Financial Inc.
INCREASED
Shares53,200 from 46,556
Change+6,644 (+14%)
Value$5.4M (+$373.7K)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares52,762 from 39,430
Change+13,332 (+34%)
Value$5.5M (+$1.3M)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares52,733 from 59,571
Change-6,838 (-11%)
Value$5.3M (-$1.1M)
Filed 2026-11-04
Ironwood Wealth Management, Llc.
DECREASED
Shares52,472 from 54,859
Change-2,387 (-4%)
Value$5.3M (-$599.0K)
Filed 2026-10-28
Smart Wealth LLC
INCREASED
Shares51,882 from 31,597
Change+20,285 (+64%)
Value$5.2M (+$1.8M)
Filed 2026-11-04
Cardinal Strategic Wealth Guidance
DECREASED
Shares51,627 from 79,993
Change-28,366 (-35%)
Value$5.2M (-$3.4M)
Filed 2026-11-02
Midwest Trust Co
INCREASED
Shares51,409 from 50,658
Change+751 (+1%)
Value$5.2M (-$254.4K)
Filed 2026-10-22
Investment Research Partners LLC
INCREASED
Shares51,068 from 39,159
Change+11,909 (+30%)
Value$5.2M (+$948.6K)
Filed 2026-10-19
Thrive Wealth Management, LLC
INCREASED
Shares50,967 from 47,970
Change+2,997 (+6%)
Value$5.2M (-$9.8K)
Filed 2026-10-13
Fifth Third Securities, Inc.
INCREASED
Shares50,879 from 27,747
Change+23,132 (+83%)
Value$5.1M (+$2.2M)
Filed 2026-10-21
Capital Investment Services of America, Inc.
UNCHANGED
Shares50,879 from 50,879
Change0 (0%)
Value$5.1M (-$331.7K)
Filed 2026-11-02
Forza Wealth Management, LLC
UNCHANGED
Shares50,700 from 50,700
Change0 (0%)
Value$5.1M (-$330.6K)
Filed 2026-10-20
Detalus Advisors, LLC
INCREASED
Shares50,191 from 16,990
Change+33,201 (+195%)
Value$5.1M (+$3.2M)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares49,862 from 47,611
Change+2,251 (+5%)
Value$5.0M (-$82.8K)
Filed 2026-10-16
Armor Investment Advisors, LLC
DECREASED
Shares49,855 from 51,115
Change-1,260 (-2%)
Value$5.0M (-$460.7K)
Filed 2026-10-27
Plancorp, LLC
INCREASED
Shares49,819 from 20,855
Change+28,964 (+139%)
Value$5.2M (+$3.0M)
Filed 2026-11-03
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares49,118 from 2,764
Change+46,354 (+1677%)
Value$5.0M (+$4.7M)
Filed 2026-10-08
Fragasso Financial Advisors Inc
DECREASED
Shares48,677 from 89,065
Change-40,388 (-45%)
Value$4.9M (-$4.7M)
Filed 2026-10-13
Smith & Howard Wealth Management, LLC
DECREASED
Shares48,566 from 90,247
Change-41,681 (-46%)
Value$4.9M (-$4.8M)
Filed 2026-10-27
Davidson Investment Advisors
DECREASED
Shares47,921 from 48,395
Change-474 (-1%)
Value$4.8M (-$363.5K)
Filed 2026-10-20
Traveka Wealth, LLC
INCREASED
Shares47,692 from 47,231
Change+461 (+1%)
Value$4.8M (-$261.4K)
Filed 2026-10-19
Flagstone Financial Management
INCREASED
Shares47,206 from 31,197
Change+16,009 (+51%)
Value$4.8M (+$1.4M)
Filed 2026-11-05
SVB Wealth LLC
DECREASED
Shares47,149 from 65,327
Change-18,178 (-28%)
Value$4.8M (-$2.3M)
Filed 2026-11-06
Moller Wealth Partners
DECREASED
Shares45,892 from 69,518
Change-23,626 (-34%)
Value$4.6M (-$2.8M)
Filed 2026-10-15
HMS Capital Management, LLC
INCREASED
Shares45,764 from 38,318
Change+7,446 (+19%)
Value$4.6M (+$502.9K)
Filed 2026-10-20
Hassell Wealth Management, LLC
UNCHANGED
Shares45,655 from 45,655
Change0 (0%)
Value$4.6M (-$265.3K)
Filed 2026-10-19
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares45,537 from 30,140
Change+15,397 (+51%)
Value$4.6M (+$1.4M)
Filed 2026-11-03
Motive Wealth Advisors
DECREASED
Shares45,510 from 45,971
Change-461 (-1%)
Value$4.6M (-$346.3K)
Filed 2026-10-26
Arkansas Financial Group, Inc.
INCREASED
Shares45,378 from 44,980
Change+398 (+1%)
Value$4.6M (-$253.0K)
Filed 2026-10-26
Exchange Bank
INCREASED
Shares45,151 from 42,838
Change+2,313 (+5%)
Value$4.6M (-$45.5K)
Filed 2026-10-07
Financial Life Advisors
DECREASED
Shares45,089 from 48,143
Change-3,054 (-6%)
Value$4.6M (-$622.7K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares45,080 from 44,872
Change+208 (+0%)
Value$4.6M (-$271.5K)
Filed 2026-10-15
Physician Wealth Solutions Inc.
INCREASED
Shares44,932 from 24,681
Change+20,251 (+82%)
Value$4.5M (+$1.9M)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares44,787 from 46,395
Change-1,608 (-3%)
Value$4.5M (-$465.0K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares44,492 from 42,991
Change+1,501 (+3%)
Value$4.5M (-$128.5K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares44,153 from 15,043
Change+29,110 (+194%)
Value$4.5M (+$2.9M)
Filed 2026-11-03
Biltmore Family Office, LLC
DECREASED
Shares43,668 from 47,079
Change-3,411 (-7%)
Value$4.4M (-$651.8K)
Filed 2026-11-03
Insight Wealth Strategies, LLC
INCREASED
Shares43,626 from 42,067
Change+1,559 (+4%)
Value$4.4M (-$104.9K)
Filed 2026-10-09
Curbstone Financial Management Corp
DECREASED
Shares43,512 from 44,042
Change-530 (-1%)
Value$4.4M (-$340.7K)
Filed 2026-10-21
Cannon Financial Strategists, Inc.
INCREASED
Shares43,190 from 25,325
Change+17,865 (+71%)
Value$4.4M (+$1.6M)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares42,545 from 29,781
Change+12,764 (+43%)
Value$4.3M (+$1.1M)
Filed 2026-10-20
First National Trust Co
INCREASED
Shares42,455 from 39,116
Change+3,339 (+9%)
Value$4.3M (+$82.5K)
Filed 2026-10-28
Verus Capital Partners, LLC
INCREASED
Shares41,539 from 33,743
Change+7,796 (+23%)
Value$4.2M (+$568.3K)
Filed 2026-11-03
Austin Wealth Management, LLC
DECREASED
Shares41,325 from 41,328
Change-3 (0%)
Value$4.2M (-$241.7K)
Filed 2026-11-06
Galvin, Gaustad & Stein, LLC
DECREASED
Shares41,116 from 42,402
Change-1,286 (-3%)
Value$4.2M (-$406.5K)
Filed 2026-10-08
Cornerstone Planning Group LLC
INCREASED
Shares40,889 from 27,125
Change+13,764 (+51%)
Value$4.1M (+$1.3M)
Filed 2026-10-16
VestGen Advisors, LLC
INCREASED
Shares40,786 from 37,716
Change+3,070 (+8%)
Value$4.1M (+$64.5K)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares40,586 from 74,238
Change-33,652 (-45%)
Value$4.1M (-$3.9M)
Filed 2026-10-08
Durante & Waters, LLC
INCREASED
Shares40,191 from 39,170
Change+1,021 (+3%)
Value$4.1M (-$152.2K)
Filed 2026-10-28
Wealth Management Resources, Inc.
INCREASED
Shares40,028 from 38,846
Change+1,182 (+3%)
Value$4.0M (-$133.8K)
Filed 2026-10-21
Leeward Financial Partners, LLC
DECREASED
Shares39,979 from 40,562
Change-583 (-1%)
Value$4.0M (-$323.4K)
Filed 2026-10-23
Wedbush Securities Inc
INCREASED
Shares39,881 from 33,775
Change+6,106 (+18%)
Value$4.0K (-$3.6M)
Filed 2026-10-22
Aspire Private Capital, LLC
INCREASED
Shares39,745 from 37,009
Change+2,736 (+7%)
Value$4.0M (+$35.3K)
Filed 2026-11-05
Vannoy Advisory Group, Inc.
DECREASED
Shares39,686 from 48,181
Change-8,495 (-18%)
Value$4.0M (-$1.2M)
Filed 2026-10-13
Sendero Wealth Management, LLC
NEW
Shares39,126
Change+39,126
Value$4.0M
Filed 2026-10-14
Baker Avenue Asset Management, LP
DECREASED
Shares39,028 from 41,927
Change-2,899 (-7%)
Value$3.9M (-$566.5K)
Filed 2026-11-06
Sharkey, Howes & Javer
INCREASED
Shares38,486 from 32,328
Change+6,158 (+19%)
Value$3.9M (+$411.8K)
Filed 2026-10-22
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares38,382 from 10,180
Change+28,202 (+277%)
Value$3.9M (+$2.8M)
Filed 2026-10-26
Able Wealth Management LLC
INCREASED
Shares38,381 from 25,381
Change+13,000 (+51%)
Value$3.9M (+$1.1M)
Filed 2026-10-13
One Advisory Partners, LLC
DECREASED
Shares38,263 from 39,425
Change-1,162 (-3%)
Value$3.9M (-$374.5K)
Filed 2026-10-22
Opus Capital Group, LLC
DECREASED
Shares38,104 from 50,151
Change-12,047 (-24%)
Value$3.9K (-$5.4M)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares37,912 from 28,852
Change+9,060 (+31%)
Value$3.8M (+$727.9K)
Filed 2026-10-20
Life Planning Partners, Inc
DECREASED
Shares37,847 from 41,843
Change-3,996 (-10%)
Value$3.8M (-$676.8K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
DECREASED
Shares37,754 from 39,878
Change-2,124 (-5%)
Value$3.8M (-$416.2K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares37,608 from 33,743
Change+3,865 (+11%)
Value$3.9M (+$338.0K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
INCREASED
Shares37,505 from 31,325
Change+6,180 (+20%)
Value$3.8M (+$421.3K)
Filed 2026-10-19
Annex Advisory Services, LLC
INCREASED
Shares37,127 from 6,313
Change+30,814 (+488%)
Value$3.8M (+$3.1M)
Filed 2026-10-16
Eagle Rock Investment Company, LLC
INCREASED
Shares36,946 from 36,667
Change+279 (+1%)
Value$3.7M (-$210.9K)
Filed 2026-10-21
Dodds Wealth, LLC
NEW
Shares36,846
Change+36,846
Value$3.7M
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares36,831 from 20,654
Change+16,177 (+78%)
Value$3.7M (+$1.5M)
Filed 2026-11-04
RCS Financial Planning, LLC
INCREASED
Shares36,469 from 23,025
Change+13,444 (+58%)
Value$3.7M (+$1.2M)
Filed 2026-10-14
Alpine Bank Wealth Management
NEW
Shares36,255
Change+36,255
Value$3.7M
Filed 2026-10-16
Northside Capital Management, LLC
INCREASED
Shares36,007 from 7,319
Change+28,688 (+392%)
Value$3.6M (+$2.9M)
Filed 2026-10-13
Equita Financial Network, Inc.
INCREASED
Shares35,816 from 16,122
Change+19,694 (+122%)
Value$3.6M (+$1.9M)
Filed 2026-10-19
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares35,545 from 36,698
Change-1,153 (-3%)
Value$3.6M (-$355.8K)
Filed 2026-10-27
Joel Adams & Associates, Inc.
INCREASED
Shares35,471 from 30,985
Change+4,486 (+14%)
Value$3.6M (+$251.6K)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares35,404 from 23,448
Change+11,956 (+51%)
Value$3.6M (+$1.1M)
Filed 2026-10-09
Traphagen Investment Advisors LLC
DECREASED
Shares35,274 from 41,755
Change-6,481 (-16%)
Value$3.6M (-$927.4K)
Filed 2026-10-14
Greenspring Advisors, LLC
DECREASED
Shares35,037 from 50,266
Change-15,229 (-30%)
Value$3.5M (-$1.9M)
Filed 2026-11-05
Tassel Capital Management, Inc.
INCREASED
Shares34,788 from 6,184
Change+28,604 (+463%)
Value$3.5M (+$2.9M)
Filed 2026-10-20
Gen-Wealth Partners Inc
INCREASED
Shares34,735 from 29,481
Change+5,254 (+18%)
Value$3.5M (+$339.0K)
Filed 2026-11-04
Bernardo Wealth Planning LLC
INCREASED
Shares34,688 from 19,034
Change+15,654 (+82%)
Value$3.5M (+$1.5M)
Filed 2026-10-23
Earned Wealth Advisors, LLC
INCREASED
Shares34,675 from 2,227
Change+32,448 (+1457%)
Value$3.5M (+$3.3M)
Filed 2026-11-06
McNaughton Wealth Management, LLC
INCREASED
Shares34,322 from 29,421
Change+4,901 (+17%)
Value$3.5M (+$303.7K)
Filed 2026-10-09
Sentinel Pension Advisors, LLC
INCREASED
Shares33,747 from 6,253
Change+27,494 (+440%)
Value$3.4M (+$2.7M)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares33,709 from 33,697
Change+12 (+0%)
Value$3.4M (-$218.5K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares33,625 from 36,079
Change-2,454 (-7%)
Value$3.4M (-$483.2K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares33,551 from 30,658
Change+2,893 (+9%)
Value$3.4M (+$92.5K)
Filed 2026-10-23
MCF Advisors LLC
DECREASED
Shares33,485 from 33,569
Change-84 (0%)
Value$3.4M (-$227.4K)
Filed 2026-10-28
McAdam, LLC
INCREASED
Shares33,404 from 29,996
Change+3,408 (+11%)
Value$3.4M (+$149.0K)
Filed 2026-10-21
Trinity Wealth Management, LLC
INCREASED
Shares33,278 from 33,168
Change+110 (+0%)
Value$3.4M (-$205.1K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares33,224 from 26,541
Change+6,683 (+25%)
Value$3.4M (+$502.6K)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares32,900 from 31,784
Change+1,116 (+4%)
Value$3.3M (-$94.4K)
Filed 2026-11-06
Paladin Wealth, LLC
INCREASED
Shares32,797 from 25,409
Change+7,388 (+29%)
Value$3.3M (+$581.2K)
Filed 2026-10-23
CGN Advisors LLC
DECREASED
Shares32,715 from 39,258
Change-6,543 (-17%)
Value$3.3M (-$917.4K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares32,715 from 31,559
Change+1,156 (+4%)
Value$3.3M (-$88.8K)
Filed 2026-11-04
Mccarter Private Wealth Services LLC
DECREASED
Shares32,383 from 33,451
Change-1,068 (-3%)
Value$3.3M (-$326.1K)
Filed 2026-10-22
Orrstown Financial Services Inc
INCREASED
Shares32,162 from 11,822
Change+20,340 (+172%)
Value$3.3M (+$2.0M)
Filed 2026-10-14
Smithbridge Asset Management Inc
DECREASED
Shares32,083 from 33,333
Change-1,250 (-4%)
Value$3.2M (-$343.7K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares31,938
Change+31,938
Value$3.2M
Filed 2026-11-03
Joseph Group Capital Management
INCREASED
Shares31,909 from 26,901
Change+5,008 (+19%)
Value$3.2M (+$330.9K)
Filed 2026-11-04
Royal Harbor Partners, LLC
INCREASED
Shares31,852 from 30,708
Change+1,144 (+4%)
Value$3.2M (-$84.6K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares31,734 from 214,584
Change-182,850 (-85%)
Value$3.2M (-$19.9M)
Filed 2026-10-21
Procyon Advisors, LLC
INCREASED
Shares31,412 from 27,232
Change+4,180 (+15%)
Value$3.2M (+$245.0K)
Filed 2026-10-21
First Horizon Corp
DECREASED
Shares30,977 from 37,084
Change-6,107 (-16%)
Value$3.1M (-$859.2K)
Filed 2026-10-26
Spinnaker Investment Group, LLC
INCREASED
Shares30,849 from 27,702
Change+3,147 (+11%)
Value$3.1M (+$137.5K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
DECREASED
Shares30,736 from 32,721
Change-1,985 (-6%)
Value$3.1M (-$414.1K)
Filed 2026-10-22
Professional Financial Advisors, LLC
INCREASED
Shares30,369 from 29,083
Change+1,286 (+4%)
Value$3.1M (-$59.6K)
Filed 2026-10-13
Grove Bank & Trust
INCREASED
Shares30,267 from 29,558
Change+709 (+2%)
Value$3.1M (-$121.0K)
Filed 2026-10-08
Colton Groome Financial Advisors, LLC
INCREASED
Shares30,205 from 30,025
Change+180 (+1%)
Value$3.1M (-$177.5K)
Filed 2026-10-06
Kingswood Wealth Advisors, LLC
DECREASED
Shares30,026 from 36,657
Change-6,631 (-18%)
Value$3.0M (-$909.4K)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares29,918 from 25,863
Change+4,055 (+16%)
Value$3.0M (+$241.4K)
Filed 2026-10-26
Larson Financial Group LLC
DECREASED
Shares29,904 from 30,979
Change-1,075 (-3%)
Value$3.0M (-$310.7K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares29,482 from 30,387
Change-905 (-3%)
Value$3.0M (-$289.6K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares29,366 from 8,901
Change+20,465 (+230%)
Value$3.0M (+$2.0M)
Filed 2026-10-28
TSA Wealth Managment LLC
INCREASED
Shares29,002 from 10,471
Change+18,531 (+177%)
Value$2.9M (+$1.8M)
Filed 2026-10-22
IFG Advisors, LLC
INCREASED
Shares28,969 from 28,400
Change+569 (+2%)
Value$2.9M (-$127.6K)
Filed 2026-10-15
Avail Investment Partners, LLC
INCREASED
Shares28,922 from 21,462
Change+7,460 (+35%)
Value$2.9M (+$614.2K)
Filed 2026-10-16
Strategic Blueprint, LLC
DECREASED
Shares28,845 from 34,646
Change-5,801 (-17%)
Value$2.9M (-$812.4K)
Filed 2026-10-22
Waller Financial Planning Group, Inc
INCREASED
Shares28,710 from 27,231
Change+1,479 (+5%)
Value$2.9M (-$28.0K)
Filed 2026-10-07
Polaris Investment Advisors, LLC
INCREASED
Shares28,456 from 20,654
Change+7,802 (+38%)
Value$2.9M (+$654.1K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares28,393 from 25,621
Change+2,772 (+11%)
Value$2.9M (+$113.2K)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares28,124 from 31,867
Change-3,743 (-12%)
Value$2.8M (-$586.2K)
Filed 2026-10-01
SigFig Wealth Management, LLC
INCREASED
Shares27,847 from 21,235
Change+6,612 (+31%)
Value$2.8M (+$528.1K)
Filed 2026-10-07
Narus Financial Partners, LLC
DECREASED
Shares27,820 from 29,172
Change-1,352 (-5%)
Value$2.8M (-$326.9K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares27,710 from 21,485
Change+6,225 (+29%)
Value$2.8M (+$489.3K)
Filed 2026-11-02
Cypress Wealth Services, LLC
INCREASED
Shares27,608 from 27,085
Change+523 (+2%)
Value$2.8M (-$125.9K)
Filed 2026-10-21
Xena Financial Planning, LLC
INCREASED
Shares27,518 from 13,740
Change+13,778 (+100%)
Value$2.8M (+$1.3M)
Filed 2026-10-13
Acima Private Wealth, LLC
INCREASED
Shares27,462 from 24,795
Change+2,667 (+11%)
Value$2.8M (+$108.0K)
Filed 2026-10-05
Private Client Services, LLC
INCREASED
Shares27,100 from 24,081
Change+3,019 (+13%)
Value$2.7M (+$148.3K)
Filed 2026-10-02
Core Wealth Advisors, LLC
INCREASED
Shares27,014 from 12,529
Change+14,485 (+116%)
Value$2.7M (+$1.4M)
Filed 2026-11-05
Capital Management Associates, Inc
INCREASED
Shares26,874 from 25,834
Change+1,040 (+4%)
Value$2.7M (-$63.3K)
Filed 2026-10-20
LexAurum Advisors, LLC
INCREASED
Shares26,689 from 20,004
Change+6,685 (+33%)
Value$2.7M (+$545.4K)
Filed 2026-10-19
Anderson Hoagland & Co
INCREASED
Shares26,431 from 3,260
Change+23,171 (+711%)
Value$2.7M (+$2.4M)
Filed 2026-10-23
White Lighthouse Investment Management Inc.
INCREASED
Shares26,339 from 26,230
Change+109 (+0%)
Value$2.7M (-$160.0K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
DECREASED
Shares26,268 from 27,976
Change-1,708 (-6%)
Value$2.7M (-$355.2K)
Filed 2026-10-13
Insight Wealth Partners, LLC
INCREASED
Shares26,091 from 25,935
Change+156 (+1%)
Value$2.6M (-$153.3K)
Filed 2026-10-26
Financial Planning Navigators Corp
NEW
Shares26,073
Change+26,073
Value$2.6M
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares26,062 from 23,124
Change+2,938 (+13%)
Value$2.6M (+$146.3K)
Filed 2026-10-14
SevenBridge Financial Group, LLC
DECREASED
Shares25,890 from 27,983
Change-2,093 (-7%)
Value$2.6M (-$314.6K)
Filed 2026-10-26
Csenge Advisory Group
DECREASED
Shares25,772 from 30,164
Change-4,392 (-15%)
Value$2.6M (-$640.7K)
Filed 2026-11-04
SteelPeak Wealth, LLC
DECREASED
Shares25,715 from 27,122
Change-1,407 (-5%)
Value$2.6M (-$319.1K)
Filed 2026-10-16
Hoge Financial Services, LLC
DECREASED
Shares25,680 from 25,925
Change-245 (-1%)
Value$2.6M (-$193.7K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares25,598 from 23,205
Change+2,393 (+10%)
Value$2.6M (+$90.7K)
Filed 2026-10-14
Financial Insights, Inc.
INCREASED
Shares25,529 from 18,241
Change+7,288 (+40%)
Value$2.6M (+$617.9K)
Filed 2026-10-27
Voisard Asset Management Group, Inc.
INCREASED
Shares25,444 from 25,292
Change+152 (+1%)
Value$2.6M (-$149.5K)
Filed 2026-10-13
Hengehold Capital Management LLC
DECREASED
Shares25,415 from 26,383
Change-968 (-4%)
Value$2.6M (-$269.9K)
Filed 2026-10-16
Americana Partners, LLC
DECREASED
Shares25,395 from 27,162
Change-1,767 (-7%)
Value$2.6M (-$355.7K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares25,265 from 18,247
Change+7,018 (+38%)
Value$2.6M (+$590.5K)
Filed 2026-11-05
Stephenson & Company, Inc.
INCREASED
Shares25,257 from 21,786
Change+3,471 (+16%)
Value$2.6M (+$208.9K)
Filed 2026-10-30
Dorval Corp
INCREASED
Shares25,190 from 23,172
Change+2,018 (+9%)
Value$2.5M (+$53.0K)
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares25,139 from 15,817
Change+9,322 (+59%)
Value$2.5M (+$839.3K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares25,074 from 26,256
Change-1,182 (-4%)
Value$2.5M (-$290.7K)
Filed 2026-11-04
Keybank National Association
UNCHANGED
Shares25,069 from 25,069
Change0 (0%)
Value$2.5M (-$163.5K)
Filed 2026-11-04
ARQ Wealth Advisors, LLC
INCREASED
Shares25,024 from 3,794
Change+21,230 (+560%)
Value$2.5M (+$2.1M)
Filed 2026-10-29
Sage Financial Group Inc
INCREASED
Shares24,771 from 20,315
Change+4,456 (+22%)
Value$2.5M (+$318.1K)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares24,577 from 24,967
Change-390 (-2%)
Value$2.5M (-$202.3K)
Filed 2026-11-04
GLR Partners, LLC
DECREASED
Shares24,560 from 46,643
Change-22,083 (-47%)
Value$2.5M (-$2.5M)
Filed 2026-11-04
Money Concepts Capital Corp
DECREASED
Shares24,457 from 29,109
Change-4,652 (-16%)
Value$2.5M (-$660.1K)
Filed 2026-11-06
Tenzing Financial LLC
DECREASED
Shares24,407 from 25,263
Change-856 (-3%)
Value$2.5M (-$219.7K)
Filed 2026-11-03
Veracity Capital LLC
INCREASED
Shares24,404 from 6,937
Change+17,467 (+252%)
Value$2.5M (+$1.7M)
Filed 2026-10-08
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares23,976 from 23,179
Change+797 (+3%)
Value$2.4M (-$70.5K)
Filed 2026-11-03
Ndwm LLC
INCREASED
Shares23,754 from 19,540
Change+4,214 (+22%)
Value$2.4M (+$298.7K)
Filed 2026-11-05
Safir Wealth Advisors, LLC
INCREASED
Shares23,654 from 23,079
Change+575 (+2%)
Value$2.4M (-$92.3K)
Filed 2026-10-16
Asset One Wealth Management LLC
NEW
Shares23,252
Change+23,252
Value$2.4M
Filed 2026-11-02
Canvas Wealth Advisors, LLC
INCREASED
Shares23,243 from 21,763
Change+1,480 (+7%)
Value$2.4M (+$71.9K)
Filed 2026-11-02
Maia Wealth LLC
DECREASED
Shares23,146 from 27,496
Change-4,350 (-16%)
Value$2.3M (-$619.0K)
Filed 2026-10-19
Client First Capital LLC
UNCHANGED
Shares23,070 from 23,070
Change0 (0%)
Value$2.3M (-$150.4K)
Filed 2026-10-22
Invested Advisors
INCREASED
Shares23,057 from 18,606
Change+4,451 (+24%)
Value$2.3M (+$328.7K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares22,714 from 21,659
Change+1,055 (+5%)
Value$2.3M (-$34.6K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares22,680 from 22,044
Change+636 (+3%)
Value$2.3M (-$79.5K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED
Shares22,585 from 25,094
Change-2,509 (-10%)
Value$2.3M (-$417.3K)
Filed 2026-10-08
Premier Path Wealth Partners, LLC
DECREASED
Shares22,568 from 67,724
Change-45,156 (-67%)
Value$2.3M (-$5.0M)
Filed 2026-10-16
MKD Wealth Coaches, LLC
INCREASED
Shares22,532 from 22,233
Change+299 (+1%)
Value$2.3M (-$114.8K)
Filed 2026-10-09
Mission Wealth Management, LP
DECREASED
Shares22,505 from 53,297
Change-30,792 (-58%)
Value$2.3M (-$3.5M)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares21,925 from 21,850
Change+75 (+0%)
Value$2.2M (-$134.9K)
Filed 2026-10-29
Cyndeo Wealth Partners, LLC
INCREASED
Shares21,642 from 13,338
Change+8,304 (+62%)
Value$2.2M (+$752.6K)
Filed 2026-10-16
Phillips Financial Management, LLC
DECREASED
Shares21,530 from 24,084
Change-2,554 (-11%)
Value$2.2M (-$415.2K)
Filed 2026-10-19
MY Wealth Management Inc.
INCREASED
Shares21,353 from 20,945
Change+408 (+2%)
Value$2.2M (-$95.3K)
Filed 2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares21,204 from 21,125
Change+79 (+0%)
Value$2.1M (-$129.8K)
Filed 2026-10-28
Sonata Capital Group Inc
DECREASED
Shares21,175 from 21,330
Change-155 (-1%)
Value$2.1M (-$154.7K)
Filed 2026-10-19
Apex Wealth Management, LLC
DECREASED
Shares21,116 from 26,290
Change-5,174 (-20%)
Value$2.1M (-$694.5K)
Filed 2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED
Shares21,095 from 13,375
Change+7,720 (+58%)
Value$2.1M (+$693.3K)
Filed 2026-11-05
Hudson Oak Wealth Advisory LLC
INCREASED
Shares20,926 from 19,351
Change+1,575 (+8%)
Value$2.1M (+$33.1K)
Filed 2026-10-16
Apollon Financial, LLC
DECREASED
Shares20,910 from 21,566
Change-656 (-3%)
Value$2.1M (-$207.0K)
Filed 2026-10-23
SWS Partners
DECREASED
Shares20,890 from 21,195
Change-305 (-1%)
Value$2.1M (-$169.1K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares20,880 from 19,078
Change+1,802 (+9%)
Value$2.1M (+$57.8K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
INCREASED
Shares20,774 from 15,860
Change+4,914 (+31%)
Value$2.1M (+$393.4K)
Filed 2026-10-21
GC Wealth Management RIA, LLC
INCREASED
Shares20,673 from 20,013
Change+660 (+3%)
Value$2.1M (-$63.7K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares20,673 from 20,710
Change-37 (0%)
Value$2.1M (-$138.7K)
Filed 2026-11-05
Centerline Wealth Advisors, LLC
INCREASED
Shares20,603 from 15,836
Change+4,767 (+30%)
Value$2.1M (+$378.7K)
Filed 2026-10-15
James Investment Research, Inc.
DECREASED
Shares20,533 from 21,682
Change-1,149 (-5%)
Value$2.1M (-$257.5K)
Filed 2026-10-22
Retirement Wealth Solutions LLC
INCREASED
Shares20,388 from 17,124
Change+3,264 (+19%)
Value$2.1M (+$218.4K)
Filed 2026-10-07
Grey Fox Wealth Advisors, LLC
DECREASED
Shares20,338 from 38,074
Change-17,736 (-47%)
Value$2.1M (-$2.0M)
Filed 2026-11-03
Philadelphia Trust Co
UNCHANGED
Shares20,289 from 20,289
Change0 (0%)
Value$2.1M (-$133.0K)
Filed 2026-11-05
Quadrant Private Wealth Management, LLC
NEW
Shares20,189
Change+20,189
Value$2.0M
Filed 2026-11-04
Greenleaf Trust
DECREASED
Shares20,108 from 38,257
Change-18,149 (-47%)
Value$2.0M (-$2.1M)
Filed 2026-10-29
Koshinski Asset Management, Inc.
INCREASED
Shares19,460 from 13,598
Change+5,862 (+43%)
Value$2.0M (+$504.0K)
Filed 2026-10-29
Caldwell Trust Co
DECREASED
Shares19,436 from 19,776
Change-340 (-2%)
Value$2.0M (-$163.3K)
Filed 2026-10-30
Clear Creek Financial Management, LLC
INCREASED
Shares19,195 from 19,016
Change+179 (+1%)
Value$1.9M (-$105.9K)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares19,016 from 15,170
Change+3,846 (+25%)
Value$1.9M (+$289.9K)
Filed 2026-10-26
Archer Investment Management, LLC
INCREASED
Shares18,928 from 4,016
Change+14,912 (+371%)
Value$1.9M (+$1.5M)
Filed 2026-10-13
Collective Family Office LLC
INCREASED
Shares18,899 from 18,586
Change+313 (+2%)
Value$1.9M (-$89.5K)
Filed 2026-10-05
White & Co Financial Planning Inc
INCREASED
Shares18,897 from 18,700
Change+197 (+1%)
Value$2.0M (-$6.5K)
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares18,842 from 20,482
Change-1,640 (-8%)
Value$1.9M (-$289.0K)
Filed 2026-10-15
Daviman Financial, LLC
DECREASED
Shares18,795 from 21,310
Change-2,515 (-12%)
Value$1.9M (-$393.2K)
Filed 2026-11-06
Liberty Capital Management, Inc.
DECREASED
Shares18,589 from 79,475
Change-60,886 (-77%)
Value$1.9M (-$6.7M)
Filed 2026-11-02
Two West Capital Advisors LLC
INCREASED
Shares18,289 from 17,477
Change+812 (+5%)
Value$1.8M (-$25.6K)
Filed 2026-10-15
Eagle Global Advisors LLC
UNCHANGED
Shares18,275 from 18,275
Change0 (0%)
Value$1.8M (-$119.2K)
Filed 2026-11-02
Alhambra Investment Management LLC
INCREASED
Shares18,153 from 17,965
Change+188 (+1%)
Value$1.8M (-$98.1K)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED
Shares18,129 from 26,355
Change-8,226 (-31%)
Value$1.8M (-$1.0M)
Filed 2026-11-04
Forum Financial Management, LP
DECREASED
Shares17,935 from 25,061
Change-7,126 (-28%)
Value$1.8M (-$883.8K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares17,867 from 12,384
Change+5,483 (+44%)
Value$1.8M (+$473.6K)
Filed 2026-11-05
Accredited Investor Services, LLC
INCREASED
Shares17,822 from 15,652
Change+2,170 (+14%)
Value$1.8M (+$117.3K)
Filed 2026-10-22
PUREfi Wealth, LLC
INCREASED
Shares17,725 from 10,852
Change+6,873 (+63%)
Value$1.8M (+$624.1K)
Filed 2026-10-19
TruNorth Capital Management, LLC
DECREASED
Shares17,608 from 51,941
Change-34,333 (-66%)
Value$1.8M (-$3.8M)
Filed 2026-10-14
Patten Group, Inc.
INCREASED
Shares17,447 from 16,440
Change+1,007 (+6%)
Value$1.8M (-$5.4K)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
DECREASED
Shares17,398 from 17,531
Change-133 (-1%)
Value$1.8M (-$127.7K)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares17,272 from 8,767
Change+8,505 (+97%)
Value$1.7M (+$802.7K)
Filed 2026-11-05
Moss Adams Wealth Advisors LLC
DECREASED
Shares17,255 from 17,754
Change-499 (-3%)
Value$1.7M (-$166.1K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED
Shares17,093 from 17,827
Change-734 (-4%)
Value$1.7M (-$190.4K)
Filed 2026-10-19
Northern Lights Advisors, Inc.
INCREASED
Shares16,806 from 10,158
Change+6,648 (+65%)
Value$1.7M (+$605.9K)
Filed 2026-10-21
Capital Investment Advisors, LLC
INCREASED
Shares16,605 from 16,368
Change+237 (+1%)
Value$1.7M (-$82.7K)
Filed 2026-10-22
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares16,578 from 16,565
Change+13 (+0%)
Value$1.7M (-$106.7K)
Filed 2026-10-09
Foronjy Financial LLC
DECREASED
Shares16,550 from 22,257
Change-5,707 (-26%)
Value$1.7M (-$722.2K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
INCREASED
Shares16,422 from 15,197
Change+1,225 (+8%)
Value$1.7K (+$25)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED
Shares16,325 from 14,861
Change+1,464 (+10%)
Value$1.7M (+$51.2K)
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares16,195
Change+16,195
Value$1.6M
Filed 2026-11-03
Sterling Financial Planning, Inc.
DECREASED
Shares16,052 from 17,094
Change-1,042 (-6%)
Value$1.6M (-$216.8K)
Filed 2026-10-28
Birch Financial Group, LLC
INCREASED
Shares16,013 from 15,551
Change+462 (+3%)
Value$1.6M (-$54.7K)
Filed 2026-10-27
Principal Financial Group Inc
INCREASED
Shares15,965 from 7,821
Change+8,144 (+104%)
Value$1.6M (+$772.4K)
Filed 2026-11-02
TSG Advice Partners, LLC
NEW
Shares15,901
Change+15,901
Value$1.7M
Filed 2026-10-29
Pinnacle Associates LTD
DECREASED
Shares15,881 from 16,995
Change-1,114 (-7%)
Value$1.6M (-$223.3K)
Filed 2026-10-20
Keystone Wealth Services, LLC
DECREASED
Shares15,749 from 16,198
Change-449 (-3%)
Value$1.6M (-$163.9K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
DECREASED
Shares15,641 from 59,128
Change-43,487 (-74%)
Value$1.6M (-$4.8M)
Filed 2026-10-08
Paladin Partners, LLC
INCREASED
Shares15,576 from 13,664
Change+1,912 (+14%)
Value$1.6M (+$104.2K)
Filed 2026-10-06
TCV Trust & Wealth Management, Inc.
DECREASED
Shares15,576 from 16,458
Change-882 (-5%)
Value$1.6M (-$196.5K)
Filed 2026-10-16
Family Capital Management, Inc.
INCREASED
Shares15,352 from 14,196
Change+1,156 (+8%)
Value$1.6M (+$24.3K)
Filed 2026-11-03
Forte Asset Management LLC
DECREASED
Shares15,300 from 15,541
Change-241 (-2%)
Value$1.5M (-$125.7K)
Filed 2026-10-13
Cypress Capital Group
INCREASED
Shares15,241 from 14,916
Change+325 (+2%)
Value$1.5M (-$64.4K)
Filed 2026-11-03
Cooksen Wealth, LLC
INCREASED
Shares15,201 from 14,331
Change+870 (+6%)
Value$1.5M (-$5.8K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
INCREASED
Shares15,161 from 13,518
Change+1,643 (+12%)
Value$1.5M (+$78.0K)
Filed 2026-10-29
Lpwm LLC
DECREASED
Shares15,078 from 18,758
Change-3,680 (-20%)
Value$1.5M (-$494.4K)
Filed 2026-10-20
Bailard, Inc.
DECREASED
Shares15,061 from 17,586
Change-2,525 (-14%)
Value$1.5M (-$369.9K)
Filed 2026-10-13
FC Advisory LLC
DECREASED
Shares14,973 from 17,009
Change-2,036 (-12%)
Value$1.5M (-$316.8K)
Filed 2026-10-05
FF Advisors,LLC
INCREASED
Shares14,964 from 6,913
Change+8,051 (+116%)
Value$1.5M (+$768.9K)
Filed 2026-10-21
LJI Wealth Management, LLC
INCREASED
Shares14,828 from 6,288
Change+8,540 (+136%)
Value$1.5M (+$822.4K)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
UNCHANGED
Shares14,819 from 14,819
Change0 (0%)
Value$1.5M (-$96.6K)
Filed 2026-10-28
Venture Visionary Partners LLC
DECREASED
Shares14,790 from 15,326
Change-536 (-3%)
Value$1.5M (-$154.2K)
Filed 2026-10-07
Columbia Bank
INCREASED
Shares14,759 from 13,759
Change+1,000 (+7%)
Value$1.5M (+$11.4K)
Filed 2026-10-29
Vericrest Private Wealth
DECREASED
Shares14,700 from 15,410
Change-710 (-5%)
Value$1.5M (-$172.2K)
Filed 2026-10-21
Lineweaver Wealth Advisors, LLC
DECREASED
Shares14,672 from 18,275
Change-3,603 (-20%)
Value$1.5M (-$483.4K)
Filed 2026-10-13
W.H. Cornerstone Investments Inc.
INCREASED
Shares14,664 from 11,405
Change+3,259 (+29%)
Value$1.5M (+$255.0K)
Filed 2026-11-03
LeConte Wealth Management, LLC
DECREASED
Shares14,640 from 15,005
Change-365 (-2%)
Value$1.5M (-$134.7K)
Filed 2026-10-20
Todd Asset Management LLC
DECREASED
Shares14,228 from 15,648
Change-1,420 (-9%)
Value$1.4M (-$245.6K)
Filed 2026-10-27
Ledyard National Bank
DECREASED
Shares14,102 from 17,719
Change-3,617 (-20%)
Value$1.4M (-$481.2K)
Filed 2026-10-21
Novem Group
INCREASED
Shares14,095 from 11,741
Change+2,354 (+20%)
Value$1.4M (+$161.4K)
Filed 2026-10-19
Surience Private Wealth LLC
DECREASED
Shares13,941 from 14,161
Change-220 (-2%)
Value$1.4M (-$114.6K)
Filed 2026-10-16
LCW Services, LLC
INCREASED
Shares13,846 from 4,579
Change+9,267 (+202%)
Value$1.4M (+$907.0K)
Filed 2026-10-21
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares13,785 from 14,211
Change-426 (-3%)
Value$1.4M (-$135.7K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
INCREASED
Shares13,632 from 12,557
Change+1,075 (+9%)
Value$1.4M (+$26.8K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
INCREASED
Shares13,567 from 11,873
Change+1,694 (+14%)
Value$1.4M (+$93.9K)
Filed 2026-10-28
Guidance Capital, Inc
INCREASED
Shares13,552 from 13,125
Change+427 (+3%)
Value$1.4M (+$8.7K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
INCREASED
Shares13,389 from 12,312
Change+1,077 (+9%)
Value$1.4M (+$28.6K)
Filed 2026-10-27
Brucke Financial, Inc.
INCREASED
Shares13,374 from 12,133
Change+1,241 (+10%)
Value$1.4M (+$46.4K)
Filed 2026-10-23
River's Edge Wealth Management, LLC
INCREASED
Shares13,346 from 10,720
Change+2,626 (+25%)
Value$1.4M (+$221.4K)
Filed 2026-10-19
Foguth Wealth Management, Llc.
INCREASED
Shares13,327 from 2,604
Change+10,723 (+412%)
Value$1.4M (+$1.1M)
Filed 2026-10-19
Power Wealth Management LLC
DECREASED
Shares13,303 from 13,619
Change-316 (-2%)
Value$1.3M (-$120.7K)
Filed 2026-10-27
Shrier Wealth Management, LLC
DECREASED
Shares13,295 from 16,182
Change-2,887 (-18%)
Value$1.3M (-$397.4K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED
Shares13,273 from 13,573
Change-300 (-2%)
Value$1.3M (-$118.8K)
Filed 2026-10-16
Sage Financial Management Group, Inc.
INCREASED
Shares13,224 from 11,571
Change+1,653 (+14%)
Value$1.3M (+$91.7K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
INCREASED
Shares13,086 from 12,943
Change+143 (+1%)
Value$1.3M (-$69.9K)
Filed 2026-10-20
Endeavor Private Wealth, Inc.
DECREASED
Shares13,045 from 13,645
Change-600 (-4%)
Value$1.3M (-$149.6K)
Filed 2026-11-05
Juncture Wealth Strategies, LLC
DECREASED
Shares12,961 from 13,723
Change-762 (-6%)
Value$1.3M (-$166.5K)
Filed 2026-10-06
Friday Financial
INCREASED
Shares12,802 from 9,592
Change+3,210 (+33%)
Value$1.3M (+$268.7K)
Filed 2026-10-09
Dorato Capital Management
DECREASED
Shares12,760 from 13,710
Change-950 (-7%)
Value$1.3M (-$184.5K)
Filed 2026-10-08
Vavra Capital Management, LLC
INCREASED
Shares12,748 from 10,527
Change+2,221 (+21%)
Value$1.3M (+$155.9K)
Filed 2026-10-14
Outbound Financial Inc
NEW
Shares12,684
Change+12,684
Value$1.3M
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares12,641 from 9,592
Change+3,049 (+32%)
Value$1.3M (+$245.7K)
Filed 2026-10-23
Cyr Financial Inc.
INCREASED
Shares12,594 from 11,747
Change+847 (+7%)
Value$1.3M (+$9.0K)
Filed 2026-10-16
W Advisors, LLC
INCREASED
Shares12,478 from 12,215
Change+263 (+2%)
Value$1.3M (-$53.1K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares12,450 from 9,370
Change+3,080 (+33%)
Value$1.3M (+$250.3K)
Filed 2026-10-08
Town Capital LLC
INCREASED
Shares12,366 from 11,239
Change+1,127 (+10%)
Value$1.3M (+$40.7K)
Filed 2026-11-03
Twele Capital Management, Inc.
DECREASED
Shares12,290 from 16,623
Change-4,333 (-26%)
Value$1.2M (-$546.5K)
Filed 2026-10-13
BAR Harbor Wealth Management
INCREASED
Shares12,245 from 11,278
Change+967 (+9%)
Value$1.2M (+$24.2K)
Filed 2026-10-21
Patton Albertson Miller Group, LLC
DECREASED
Shares12,218 from 17,417
Change-5,199 (-30%)
Value$1.2M (-$639.2K)
Filed 2026-10-26
Falcon Wealth Planning
INCREASED
Shares12,144 from 11,630
Change+514 (+4%)
Value$1.2M (-$23.9K)
Filed 2026-11-06
Flagship Private Wealth, LLC
INCREASED
Shares12,095 from 11,918
Change+177 (+1%)
Value$1.2M (-$59.8K)
Filed 2026-11-05
Hurlow Wealth Management Group, Inc.
INCREASED
Shares12,036 from 11,778
Change+258 (+2%)
Value$1.2M (-$50.7K)
Filed 2026-10-29
First National Bank Sioux Falls
UNCHANGED
Shares11,870 from 11,870
Change0 (0%)
Value$1.2M (-$69.8K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
DECREASED
Shares11,868 from 11,879
Change-11 (0%)
Value$1.2M (-$78.6K)
Filed 2026-10-05
Jacobi Capital Management LLC
INCREASED
Shares11,721 from 10,382
Change+1,339 (+13%)
Value$1.2M (+$67.8K)
Filed 2026-11-05
Hudock, Inc.
DECREASED
Shares11,713 from 15,410
Change-3,697 (-24%)
Value$1.2M (-$474.3K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares11,704 from 13,443
Change-1,739 (-13%)
Value$1.2M (-$263.4K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares11,642 from 13,144
Change-1,502 (-11%)
Value$1.2M (-$237.6K)
Filed 2026-10-07
B. Riley Wealth Advisors, Inc.
INCREASED
Shares11,554 from 11,250
Change+304 (+3%)
Value$1.2M (-$43.5K)
Filed 2026-10-13
Wealthcare Capital Partners, LLC
INCREASED
Shares11,520 from 11,141
Change+379 (+3%)
Value$1.2M (-$34.3K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares11,432 from 10,606
Change+826 (+8%)
Value$1.2M (+$14.4K)
Filed 2026-10-30
Weaver Capital Management LLC
UNCHANGED
Shares11,401 from 11,401
Change0 (0%)
Value$1.2M (-$57.6K)
Filed 2026-10-15
Stirlingshire Investments, Inc.
INCREASED
Shares11,379 from 8,759
Change+2,620 (+30%)
Value$1.2M (+$207.8K)
Filed 2026-11-05
Envision Financial LLC
INCREASED
Shares11,366 from 9,987
Change+1,379 (+14%)
Value$1.1M (+$74.3K)
Filed 2026-10-15
Stone Summit Wealth LLC
INCREASED
Shares11,314 from 6,981
Change+4,333 (+62%)
Value$1.1M (+$392.5K)
Filed 2026-10-14
Islay Capital Management, LLC
INCREASED
Shares11,250 from 6,998
Change+4,252 (+61%)
Value$1.1M (+$384.3K)
Filed 2026-10-20
Bond & Devick Financial Network, Inc.
INCREASED
Shares11,250 from 10,988
Change+262 (+2%)
Value$1.1M (-$45.2K)
Filed 2026-10-23
Haven Private, LLC
INCREASED
Shares11,243 from 11,115
Change+128 (+1%)
Value$1.1M (-$59.5K)
Filed 2026-10-27
Rosenberg Matthew Hamilton
DECREASED
Shares11,224 from 25,535
Change-14,311 (-56%)
Value$1.1M (-$1.6M)
Filed 2026-10-05
Zenith Solutions, Inc.
INCREASED
Shares11,172 from 9,425
Change+1,747 (+19%)
Value$1.1M (+$115.1K)
Filed 2026-10-19
PFG Advisors
DECREASED
Shares11,166 from 11,576
Change-410 (-4%)
Value$1.1M (-$116.9K)
Filed 2026-10-16
Aegis Wealth Management, Inc.
INCREASED
Shares11,132 from 7,100
Change+4,032 (+57%)
Value$1.1M (+$361.3K)
Filed 2026-10-26
Independence Bank of Kentucky
DECREASED
Shares11,128 from 11,597
Change-469 (-4%)
Value$1.1M (-$123.0K)
Filed 2026-10-26
Hunter Associates Investment Management LLC
INCREASED
Shares10,973 from 2,585
Change+8,388 (+324%)
Value$1.1K (-$276.9K)
Filed 2026-10-26
Inscription Capital, LLC
INCREASED
Shares10,881 from 10,591
Change+290 (+3%)
Value$1.1M (-$39.8K)
Filed 2026-11-02
Gibbs Wealth Management
DECREASED
Shares10,874 from 11,519
Change-645 (-6%)
Value$1.1M (-$140.3K)
Filed 2026-10-22
Archford Capital Strategies, LLC
INCREASED
Shares10,778 from 10,764
Change+14 (+0%)
Value$1.1M (-$68.8K)
Filed 2026-10-19
ACT Wealth Management, LLC
INCREASED
Shares10,714 from 9,521
Change+1,193 (+13%)
Value$1.1M (+$58.6K)
Filed 2026-10-09
Myecfo, LLC
DECREASED
Shares10,681 from 10,911
Change-230 (-2%)
Value$1.1M (-$94.4K)
Filed 2026-10-14
Allen Capital Group, LLC
INCREASED
Shares10,629 from 9,144
Change+1,485 (+16%)
Value$1.1M (+$90.5K)
Filed 2026-10-27
GFS Advisors, LLC
DECREASED
Shares10,600 from 10,750
Change-150 (-1%)
Value$1.1M (+$1.0M)
Filed 2026-11-03
Compass Financial Group, Inc.
INCREASED
Shares10,556 from 10,084
Change+472 (+5%)
Value$1.1M (-$18.0K)
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
NEW
Shares10,461
Change+10,461
Value$1.1M
Filed 2026-11-02
Arrow Financial Corp
UNCHANGED
Shares10,370 from 10,370
Change0 (0%)
Value$1.0M (-$67.6K)
Filed 2026-10-26
NBT Bank, N.A.
INCREASED
Shares10,335 from 8,690
Change+1,645 (+19%)
Value$1.0M (+$109.7K)
Filed 2026-10-21
Retirement Planning Group, LLC
DECREASED
Shares10,305 from 10,765
Change-460 (-4%)
Value$1.0M (-$116.7K)
Filed 2026-10-19
Willis Johnson Wealth, Inc.
DECREASED
Shares10,256 from 10,345
Change-89 (-1%)
Value$1.0M (-$76.5K)
Filed 2026-11-03
Sima Wealth Partners, LLC
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$1.0M (-$66.5K)
Filed 2026-10-19
Private Advisory Group LLC
UNCHANGED
Shares10,191 from 10,191
Change0 (0%)
Value$1.0M (-$66.4K)
Filed 2026-11-06
Hohimer Wealth Management, LLC
DECREASED
Shares10,083 from 10,423
Change-340 (-3%)
Value$1.0M (-$102.3K)
Filed 2026-11-04
Aries Wealth Management
UNCHANGED
Shares10,080 from 10,080
Change0 (0%)
Value$1.0M (-$65.7K)
Filed 2026-10-23
Sowa Financial Group, Inc.
NEW
Shares10,061
Change+10,061
Value$1.0K
Filed 2026-10-26
Wakefield Asset Management Lllp
INCREASED
Shares10,021 from 8,447
Change+1,574 (+19%)
Value$1.0M (+$104.1K)
Filed 2026-11-05
Journey Beyond Wealth, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.0M (-$65.2K)
Filed 2026-11-04
Integrity Alliance, Llc.
DECREASED
Shares9,975 from 10,831
Change-856 (-8%)
Value$1.0M (-$157.1K)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares9,943 from 9,943
Change0 (0%)
Value$1.0M (-$64.8K)
Filed 2026-11-02
Goodman Advisory Group, LLC
INCREASED
Shares9,924 from 3,409
Change+6,515 (+191%)
Value$1.0M (+$636.4K)
Filed 2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares9,737 from 9,989
Change-252 (-3%)
Value$984.4K (-$90.6K)
Filed 2026-10-05
Riversedge Advisors, LLC
DECREASED
Shares9,630 from 13,253
Change-3,623 (-27%)
Value$973.6K (-$452.7K)
Filed 2026-10-09
Beacon Financial Group
INCREASED
Shares9,617 from 4,909
Change+4,708 (+96%)
Value$972.2K (+$443.9K)
Filed 2026-10-19
Code Waechter LLC
UNCHANGED
Shares9,454 from 9,454
Change0 (0%)
Value$955.8K (-$61.6K)
Filed 2026-10-23
Raleigh Capital Management Inc.
INCREASED
Shares9,422 from 3,433
Change+5,989 (+174%)
Value$952.6K (+$583.1K)
Filed 2026-10-28
CV Advisors LLC
DECREASED
Shares9,388 from 31,018
Change-21,630 (-70%)
Value$949.1K (-$2.0M)
Filed 2026-10-13
TPG Advisors LLC
UNCHANGED
Shares9,379 from 9,379
Change0 (0%)
Value$948.2K (-$61.2K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares9,378 from 9,083
Change+295 (+3%)
Value$948.1K (-$29.4K)
Filed 2026-10-14
Crumly & Associates Inc.
INCREASED
Shares9,374 from 9,291
Change+83 (+1%)
Value$947.7K (-$52.2K)
Filed 2026-10-07
Bangor Savings Bank
DECREASED
Shares9,219 from 9,970
Change-751 (-8%)
Value$932.0K (-$140.9K)
Filed 2026-10-06
Oarsman Capital, Inc.
DECREASED
Shares9,213 from 10,446
Change-1,233 (-12%)
Value$931.4K (-$192.8K)
Filed 2026-11-05
Roan Capital Partners
DECREASED
Shares9,206 from 9,611
Change-405 (-4%)
Value$930.7K (-$103.6K)
Filed 2026-10-09
Legacy Advisory Services, LLC
NEW
Shares9,186
Change+9,186
Value$928.8K
Filed 2026-10-20
Thryve Wealth Management LLC
INCREASED
Shares9,182 from 5,117
Change+4,065 (+79%)
Value$928.3K (+$377.6K)
Filed 2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares9,178 from 9,178
Change0 (0%)
Value$987.7K ($0)
Filed 2026-11-03
LongView Wealth Management
DECREASED
Shares9,152 from 10,307
Change-1,155 (-11%)
Value$925.2K (-$184.0K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED
Shares9,053 from 13,343
Change-4,290 (-32%)
Value$915.3K (-$520.6K)
Filed 2026-10-13
Pinkerton Wealth, LLC
NEW
Shares9,013
Change+9,013
Value$911.2K
Filed 2026-10-29
True Freedom Investing, LLC
NEW
Shares9,013
Change+9,013
Value$911.2K
Filed 2026-10-29
Affiance Financial, LLC
DECREASED
Shares8,981 from 9,473
Change-492 (-5%)
Value$908.0K (-$111.5K)
Filed 2026-10-15
Greenup Street Wealth Management LLC
DECREASED
Shares8,915 from 9,506
Change-591 (-6%)
Value$901.3K (-$121.7K)
Filed 2026-10-28
Verdence Capital Advisors LLC
INCREASED
Shares8,905 from 5,756
Change+3,149 (+55%)
Value$900.3K (+$280.9K)
Filed 2026-10-26
Balance Wealth Partners LLC
DECREASED
Shares8,818 from 10,053
Change-1,235 (-12%)
Value$891.5K (-$190.4K)
Filed 2026-10-27
Wingate Wealth Advisors, Inc.
INCREASED
Shares8,752 from 8,714
Change+38 (+0%)
Value$884.8K (-$53.0K)
Filed 2026-10-26
Investment Planning Advisors, Inc.
DECREASED
Shares8,733 from 9,443
Change-710 (-8%)
Value$882.9K (-$133.4K)
Filed 2026-10-14
Cypress Financial Planning LLC
DECREASED
Shares8,489 from 13,816
Change-5,327 (-39%)
Value$858.2K (-$628.6K)
Filed 2026-10-09
Verus Financial Partners, Inc.
NEW
Shares8,471
Change+8,471
Value$856.4K
Filed 2026-10-29
Compass Wealth Management, LLC
INCREASED
Shares8,441 from 8,041
Change+400 (+5%)
Value$853.5K (-$11.9K)
Filed 2026-10-30
DecisionMap Wealth Management, LLC
DECREASED
Shares8,361 from 8,857
Change-496 (-6%)
Value$845.3K (-$107.9K)
Filed 2026-10-29
Parthenon LLC
INCREASED
Shares8,300 from 7,700
Change+600 (+8%)
Value$839.1K (+$10.5K)
Filed 2026-10-22
Old Mission Investment Co LLC
UNCHANGED
Shares8,220 from 8,220
Change0 (0%)
Value$831.0K (-$53.6K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
DECREASED
Shares8,210 from 8,594
Change-384 (-4%)
Value$830.0K (-$94.9K)
Filed 2026-10-19
Gould Asset Management LLC
UNCHANGED
Shares8,210 from 8,210
Change0 (0%)
Value$830.0K (-$53.5K)
Filed 2026-11-06
Jnba Financial Advisors
UNCHANGED
Shares8,170 from 8,170
Change0 (0%)
Value$826.0K (-$53.3K)
Filed 2026-11-03
Kwmg, LLC
DECREASED
Shares8,163 from 16,953
Change-8,790 (-52%)
Value$825.3K (-$999.1K)
Filed 2026-10-07
Titleist Asset Management, LLC
DECREASED
Shares8,149 from 8,150
Change-1 (0%)
Value$823.9K (-$53.2K)
Filed 2026-10-08
Calamos Wealth Management LLC
DECREASED
Shares8,065 from 24,551
Change-16,486 (-67%)
Value$815.4K (-$1.8M)
Filed 2026-11-02
Financial Advisory Partners, LLC
INCREASED
Shares8,050 from 6,740
Change+1,310 (+19%)
Value$813.9K (+$88.5K)
Filed 2026-10-23
Gainline Financial Partners, LLC
INCREASED
Shares8,030 from 7,965
Change+65 (+1%)
Value$811.8K (-$45.3K)
Filed 2026-10-15
Ehrlich Financial Group
INCREASED
Shares8,005 from 7,364
Change+641 (+9%)
Value$809.3K (+$16.8K)
Filed 2026-10-20
Fidelity D & D Bancorp Inc
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$808.8K (-$52.2K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
DECREASED
Shares7,973 from 32,831
Change-24,858 (-76%)
Value$806.1K (-$2.7M)
Filed 2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED
Shares7,946 from 7,881
Change+65 (+1%)
Value$803.3K (-$44.8K)
Filed 2026-10-26
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares7,932 from 7,106
Change+826 (+12%)
Value$801.9K (+$37.2K)
Filed 2026-10-15
FSM Wealth Advisors, LLC
DECREASED
Shares7,930 from 12,263
Change-4,333 (-35%)
Value$798.9K (-$520.8K)
Filed 2026-10-27
Chatham Capital Group, Inc.
UNCHANGED
Shares7,910 from 7,910
Change0 (0%)
Value$799.7K (-$51.6K)
Filed 2026-10-16
Lodestar Private Asset Management LLC
DECREASED
Shares7,896 from 7,903
Change-7 (0%)
Value$798.3K (-$52.2K)
Filed 2026-10-26
BridgePort Financial Solutions, LLC
INCREASED
Shares7,850 from 4,566
Change+3,284 (+72%)
Value$793.7K (+$302.2K)
Filed 2026-11-02
Anchyra Partners LLC
DECREASED
Shares7,843 from 8,027
Change-184 (-2%)
Value$792.9K (-$70.9K)
Filed 2026-10-13
Founders Grove Wealth Partners, LLC
DECREASED
Shares7,832 from 12,307
Change-4,475 (-36%)
Value$791.8K (-$532.7K)
Filed 2026-10-16
Ashton Thomas Securities, LLC
NEW
Shares7,715
Change+7,715
Value$779.9K
Filed 2026-10-26
Dutch Asset Corp
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$778.5K (-$50.2K)
Filed 2026-10-20
FAI Advisors, Inc.
DECREASED
Shares7,650 from 8,854
Change-1,204 (-14%)
Value$773.4K (-$179.5K)
Filed 2026-10-27
Andrew Hill Investment Advisors, Inc.
DECREASED
Shares7,637 from 7,639
Change-2 (0%)
Value$772.1K (-$50.0K)
Filed 2026-10-22
Soltis Investment Advisors LLC
DECREASED
Shares7,615 from 8,017
Change-402 (-5%)
Value$769.8K (-$93.0K)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares7,595 from 7,595
Change0 (0%)
Value$767.9K (-$49.5K)
Filed 2026-10-27
Pathway Financial Advisors LLC
UNCHANGED
Shares7,591 from 7,591
Change0 (0%)
Value$767.5K (-$48.6K)
Filed 2026-10-07
KRM Wealth Management L.L.C.
INCREASED
Shares7,526 from 7,465
Change+61 (+1%)
Value$760.9K (-$42.5K)
Filed 2026-11-02
Yardley Wealth Management LLC
DECREASED
Shares7,519 from 12,114
Change-4,595 (-38%)
Value$760.2K (-$543.5K)
Filed 2026-10-23
Crescent Grove Advisors, LLC
NEW
Shares7,488
Change+7,488
Value$757.1K
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares7,481 from 8,648
Change-1,167 (-13%)
Value$756.3K (-$174.3K)
Filed 2026-10-23
Romano Brothers and Company
UNCHANGED
Shares7,450 from 7,450
Change0 (0%)
Value$753.2K (-$48.6K)
Filed 2026-10-22
Swmg, LLC
INCREASED
Shares7,377 from 5,340
Change+2,037 (+38%)
Value$761.6K (+$190.5K)
Filed 2026-10-23
Catalyst Private Wealth, LLC
INCREASED
Shares7,359 from 6,954
Change+405 (+6%)
Value$744.0K (-$4.4K)
Filed 2026-10-13
Altiora Financial Group, LLC
INCREASED
Shares7,123 from 7,103
Change+20 (+0%)
Value$720.1K (-$44.3K)
Filed 2026-11-04
AFG Fiduciary Services Limited Partnership
INCREASED
Shares7,065 from 6,999
Change+66 (+1%)
Value$719.0K (-$33.4K)
Filed 2026-10-21
Stephen J. Garry & Associates, LLC
DECREASED
Shares7,021 from 12,671
Change-5,650 (-45%)
Value$709.8K (-$653.8K)
Filed 2026-11-05
Glenview Trust Co
DECREASED
Shares7,008 from 8,828
Change-1,820 (-21%)
Value$708.5K (-$241.6K)
Filed 2026-10-28
Epiq Partners, LLC
DECREASED
Shares6,971 from 7,255
Change-284 (-4%)
Value$704.8K (-$76.0K)
Filed 2026-10-07
Nilsine Partners, LLC
UNCHANGED
Shares6,918 from 6,918
Change0 (0%)
Value$699.4K (-$45.1K)
Filed 2026-11-02
Lifelong Wealth Advisors, Inc.
INCREASED
Shares6,907 from 5,839
Change+1,068 (+18%)
Value$698.3K (+$69.9K)
Filed 2026-10-19
Atwater Malick LLC
INCREASED
Shares6,902 from 3,225
Change+3,677 (+114%)
Value$697.8K (+$350.7K)
Filed 2026-10-15
Cogent Private Wealth, Inc.
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$697.6K (-$45.0K)
Filed 2026-11-06
Argonautica Private Wealth Management, Inc
INCREASED
Shares6,868 from 5,512
Change+1,356 (+25%)
Value$694.4K (+$101.2K)
Filed 2026-11-02
James J. Burns & Company, LLC
DECREASED
Shares6,838 from 7,043
Change-205 (-3%)
Value$691.3K (-$66.8K)
Filed 2026-10-22
Keenan, LLC
INCREASED
Shares6,832 from 6,752
Change+80 (+1%)
Value$690.7K (-$36.0K)
Filed 2026-10-23
Fairway Wealth LLC
INCREASED
Shares6,789 from 5,793
Change+996 (+17%)
Value$686.3K (+$62.9K)
Filed 2026-10-30
Cynosure Group, LLC
DECREASED
Shares6,784 from 10,490
Change-3,706 (-35%)
Value$685.9K (-$443.1K)
Filed 2026-11-03
Sepio Capital, LP
DECREASED
Shares6,771 from 6,821
Change-50 (-1%)
Value$684.5K (-$49.5K)
Filed 2026-10-22
Avid Wealth Partners LLC
DECREASED
Shares6,752 from 8,429
Change-1,677 (-20%)
Value$682.6K (-$224.5K)
Filed 2026-11-03
Breakwater Capital Group
DECREASED
Shares6,751 from 18,373
Change-11,622 (-63%)
Value$682.5K (-$1.3M)
Filed 2026-10-09
Summit Financial Wealth Advisors, LLC
DECREASED
Shares6,732 from 6,982
Change-250 (-4%)
Value$680.6K (-$70.8K)
Filed 2026-10-15
Kelly Financial Services LLC
INCREASED
Shares6,666 from 3,473
Change+3,193 (+92%)
Value$674.0K (+$300.2K)
Filed 2026-10-20
Syntegra Private Wealth Group, LLC
DECREASED
Shares6,665 from 7,292
Change-627 (-9%)
Value$673.8K (-$110.9K)
Filed 2026-10-13
Eagle Strategies LLC
DECREASED
Shares6,658 from 12,489
Change-5,831 (-47%)
Value$673.1K (-$671.0K)
Filed 2026-10-16
Well Done, LLC
NEW
Shares6,634
Change+6,634
Value$670.7K
Filed 2026-10-20
Ascentis Wealth Management, LLC
INCREASED
Shares6,634 from 4,104
Change+2,530 (+62%)
Value$670.7K (+$229.0K)
Filed 2026-11-03
Montecito Bank & Trust
UNCHANGED
Shares6,535 from 6,535
Change0 (0%)
Value$660.7K (-$42.6K)
Filed 2026-10-01
Alterna Wealth Management, Inc
INCREASED
Shares6,509 from 6,456
Change+53 (+1%)
Value$658.0K (-$36.7K)
Filed 2026-10-27
Stewardship Advisors, LLC
INCREASED
Shares6,457 from 5,135
Change+1,322 (+26%)
Value$652.8K (+$100.1K)
Filed 2026-10-20
Oregon Pacific Wealth Management, LLC
INCREASED
Shares6,452 from 4,563
Change+1,889 (+41%)
Value$652.3K (+$161.2K)
Filed 2026-10-20
Sound Stewardship, LLC
NEW
Shares6,404
Change+6,404
Value$647.5K
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares6,404 from 5,337
Change+1,067 (+20%)
Value$647.4K (+$73.1K)
Filed 2026-11-03
Gray Private Wealth, LLC
UNCHANGED
Shares6,403 from 6,403
Change0 (0%)
Value$647.3K (-$41.7K)
Filed 2026-10-28
Parsons Capital Management Inc
UNCHANGED
Shares6,384 from 6,384
Change0 (0%)
Value$645.4K (-$41.6K)
Filed 2026-10-28
NewSquare Capital LLC
INCREASED
Shares6,383 from 6,116
Change+267 (+4%)
Value$645.3K (-$12.9K)
Filed 2026-11-06
1900 Wealth Management LLC
INCREASED
Shares6,351 from 4,883
Change+1,468 (+30%)
Value$642.1K (+$116.5K)
Filed 2026-10-13
Heritage Investment Group, Inc.
DECREASED
Shares6,341 from 9,273
Change-2,932 (-32%)
Value$641.1K (-$356.9K)
Filed 2026-11-03
Cambridge Capital Management, LLC
DECREASED
Shares6,331 from 6,689
Change-358 (-5%)
Value$640.1K (-$79.8K)
Filed 2026-10-19
Legacy Wealth Partners, LLC
INCREASED
Shares6,324 from 5,066
Change+1,258 (+25%)
Value$639.4K (+$94.2K)
Filed 2026-10-15
Associated Banc-Corp
DECREASED
Shares6,292 from 9,168
Change-2,876 (-31%)
Value$636.1K (-$350.5K)
Filed 2026-10-30
Values Added Financial LLC
DECREASED
Shares6,289 from 7,536
Change-1,247 (-17%)
Value$635.8K (-$175.2K)
Filed 2026-10-28
Arrien Investments, Inc.
UNCHANGED
Shares6,283 from 6,283
Change0 (0%)
Value$635.2K (-$41.0K)
Filed 2026-10-30
Unify Financial Advisors
UNCHANGED
Shares6,240 from 6,240
Change0 (0%)
Value$630.9K (-$40.7K)
Filed 2026-11-03
Krilogy Financial LLC
NEW
Shares6,230
Change+6,230
Value$630.2K
Filed 2026-10-13
Victory Financial Group, LLC
DECREASED
Shares6,192 from 6,624
Change-432 (-7%)
Value$626.0K (-$86.9K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares6,170 from 6,633
Change-463 (-7%)
Value$623.7K (-$90.2K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares6,169 from 5,158
Change+1,011 (+20%)
Value$623.7K (+$68.6K)
Filed 2026-10-14
Helium Advisors LLC
INCREASED
Shares6,144 from 5,412
Change+732 (+14%)
Value$621.2K (+$38.8K)
Filed 2026-10-23
Frisco Financial Planning LLC
DECREASED
Shares6,137 from 6,577
Change-440 (-7%)
Value$620.5K (-$87.4K)
Filed 2026-10-05
4J Wealth Management LLC
DECREASED
Shares6,048 from 7,147
Change-1,099 (-15%)
Value$611.5K (-$157.7K)
Filed 2026-11-02
Peak Wealth Management LLC
DECREASED
Shares6,033 from 23,962
Change-17,929 (-75%)
Value$617.4K (-$2.0M)
Filed 2026-10-26
Accurate Wealth Management, LLC
INCREASED
Shares5,971 from 3,370
Change+2,601 (+77%)
Value$607.7K (+$247.1K)
Filed 2026-10-20
Hiley Hunt Wealth Management
INCREASED
Shares5,952 from 5,905
Change+47 (+1%)
Value$601.8K (-$33.8K)
Filed 2026-10-08
Etesian Wealth Advisors, Inc.
DECREASED
Shares5,933 from 6,478
Change-545 (-8%)
Value$599.8K (-$97.3K)
Filed 2026-10-27
Succession Financial, Inc.
UNCHANGED
Shares5,926 from 5,926
Change0 (0%)
Value$599.1K (-$38.6K)
Filed 2026-10-14
Covestor Ltd
INCREASED
Shares5,896 from 5,523
Change+373 (+7%)
Value$596 (-$593.4K)
Filed 2026-10-30
Eley Financial Management, Inc
UNCHANGED
Shares5,883 from 5,883
Change0 (0%)
Value$594.8K (-$38.4K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
INCREASED
Shares5,822 from 5,160
Change+662 (+13%)
Value$588.6K (+$33.3K)
Filed 2026-10-30
Monument Capital Management
INCREASED
Shares5,811 from 5,513
Change+298 (+5%)
Value$587.5K (-$5.8K)
Filed 2026-10-09
Heritage Investors Management Corp
INCREASED
Shares5,805 from 5,340
Change+465 (+9%)
Value$587 (-$574.4K)
Filed 2026-10-29
Retiremitten Financial LLC
NEW
Shares5,800
Change+5,800
Value$601.8K
Filed 2026-11-05
Obermeyer Wealth Partners
UNCHANGED
Shares5,779 from 5,779
Change0 (0%)
Value$584.3K (-$37.7K)
Filed 2026-10-21
Lighthouse Financial LLC
NEW
Shares5,713
Change+5,713
Value$577.6K
Filed 2026-10-23
Virtue Capital Management, LLC
INCREASED
Shares5,598 from 5,279
Change+319 (+6%)
Value$566.0K (-$2.2K)
Filed 2026-10-29
Heritage Family Offices, LLP
INCREASED
Shares5,589 from 4,113
Change+1,476 (+36%)
Value$565.0K (+$122.4K)
Filed 2026-11-02
Smith Thornton Advisors LLC
DECREASED
Shares5,535 from 6,095
Change-560 (-9%)
Value$559.6K (-$92.0K)
Filed 2026-10-16
First Affirmative Financial Network
NEW
Shares5,534
Change+5,534
Value$559.5K
Filed 2026-10-21
Tortoise Investment Management, LLC
DECREASED
Shares5,522 from 5,947
Change-425 (-7%)
Value$558.3K (-$81.7K)
Filed 2026-11-06
Able Financial Group, LLC
DECREASED
Shares5,496 from 11,441
Change-5,945 (-52%)
Value$555.6K (-$675.6K)
Filed 2026-10-14
Tsfg, LLC
DECREASED
Shares5,494 from 6,774
Change-1,280 (-19%)
Value$555 (-$728.4K)
Filed 2026-10-23
Fullerton Advisors, LLC
DECREASED
Shares5,480 from 5,531
Change-51 (-1%)
Value$554.0K (-$41.2K)
Filed 2026-10-14
GEM Asset Management, LLC
INCREASED
Shares5,471 from 5,426
Change+45 (+1%)
Value$553.1K (-$30.9K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
DECREASED
Shares5,415 from 13,263
Change-7,848 (-59%)
Value$547.5K (-$879.9K)
Filed 2026-10-22
Sheets Smith Wealth Management
DECREASED
Shares5,408 from 6,458
Change-1,050 (-16%)
Value$546.8K (-$148.3K)
Filed 2026-10-16
Shotwell Rutter Baer Inc
DECREASED
Shares5,405 from 5,618
Change-213 (-4%)
Value$546.4K (-$58.2K)
Filed 2026-10-14
High Net Worth Advisory Group LLC
UNCHANGED
Shares5,402 from 5,402
Change0 (0%)
Value$546.1K (-$35.2K)
Filed 2026-10-26
Davidson Trust Co
UNCHANGED
Shares5,390 from 5,390
Change0 (0%)
Value$544.9K (-$35.1K)
Filed 2026-10-09
Cassilly Financial Group LLC
DECREASED
Shares5,311 from 6,977
Change-1,666 (-24%)
Value$536.9K (-$213.9K)
Filed 2026-10-07
Uptown Financial Advisors LLC
DECREASED
Shares5,289 from 5,518
Change-229 (-4%)
Value$534.7K (-$59.1K)
Filed 2026-10-15
Guyasuta Investment Advisors Inc
NEW
Shares5,277
Change+5,277
Value$533.5K
Filed 2026-10-15
Net Worth Advisory Group
INCREASED
Shares5,277 from 5,248
Change+29 (+1%)
Value$534.8K (-$30.1K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
DECREASED
Shares5,264 from 5,478
Change-214 (-4%)
Value$532.1K (-$57.4K)
Filed 2026-10-16
WPG Advisers, LLC
INCREASED
Shares5,196 from 4,917
Change+279 (+6%)
Value$525.3K (-$3.9K)
Filed 2026-10-27
Bdfs Capital LLC
DECREASED
Shares5,176 from 9,036
Change-3,860 (-43%)
Value$523.3K (-$449.2K)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
UNCHANGED
Shares5,175 from 5,175
Change0 (0%)
Value$523.2K (-$33.7K)
Filed 2026-10-26
Grandfield & Dodd, LLC
UNCHANGED
Shares5,115 from 5,115
Change0 (0%)
Value$517.1K (-$33.3K)
Filed 2026-10-29
North Forty Two & Co.
UNCHANGED
Shares5,081 from 5,081
Change0 (0%)
Value$513.7K (-$33.1K)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
INCREASED
Shares5,072 from 5,071
Change+1 (+0%)
Value$512.8K (-$32.9K)
Filed 2026-10-16
Accredited Investors Inc.
DECREASED
Shares5,055 from 6,575
Change-1,520 (-23%)
Value$511.1K (-$196.5K)
Filed 2026-11-03
Welch & Forbes LLC
INCREASED
Shares5,054 from 4,574
Change+480 (+10%)
Value$511.0K (+$18.7K)
Filed 2026-11-04
Kesler, Norman & Wride, LLC
INCREASED
Shares5,043 from 4,641
Change+402 (+9%)
Value$509.8K (+$10.3K)
Filed 2026-11-06
Hummer Financial Advisory Services Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$505.5K (-$32.6K)
Filed 2026-10-09
Armstrong Advisory Group, Inc
DECREASED
Shares4,973 from 6,196
Change-1,223 (-20%)
Value$502.7K (-$164.1K)
Filed 2026-10-09
Firethorn Wealth Partners, LLC
DECREASED
Shares4,958 from 5,334
Change-376 (-7%)
Value$501.2K (-$72.8K)
Filed 2026-10-14
Edgemoor Investment Advisors, Inc.
DECREASED
Shares4,940 from 9,788
Change-4,848 (-50%)
Value$499.4K (-$554.0K)
Filed 2026-11-03
Canandaigua National Trust Co of Florida
NEW
Shares4,939
Change+4,939
Value$499.3K
Filed 2026-10-07
Montag A & Associates Inc
INCREASED
Shares4,889 from 2,400
Change+2,489 (+104%)
Value$494.3K (+$236.0K)
Filed 2026-10-29
Covenant Asset Management, LLC
INCREASED
Shares4,875 from 4,188
Change+687 (+16%)
Value$492.9K (+$42.2K)
Filed 2026-10-14
Impact Investors, Inc
DECREASED
Shares4,871 from 4,965
Change-94 (-2%)
Value$492.5K (-$41.9K)
Filed 2026-11-02
Oakworth Capital, Inc.
INCREASED
Shares4,861 from 3,711
Change+1,150 (+31%)
Value$491.4K (+$92.4K)
Filed 2026-10-26
Equitable Trust Co
NEW
Shares4,842
Change+4,842
Value$489.5K
Filed 2026-10-13
Stanich Group LLC
NEW
Shares4,811
Change+4,811
Value$486.3K
Filed 2026-10-16
Asset Allocation Strategies LLC
INCREASED
Shares4,801 from 4,700
Change+101 (+2%)
Value$485.4K (-$20.4K)
Filed 2026-10-20
Stewardship Concepts Financial Services LLC
INCREASED
Shares4,794 from 4,745
Change+49 (+1%)
Value$484.7K (-$26.0K)
Filed 2026-10-06
Old National Bancorp
UNCHANGED
Shares4,784 from 4,784
Change0 (0%)
Value$483.7K (-$31.2K)
Filed 2026-10-20
Everhart Financial Group, Inc.
DECREASED
Shares4,774 from 5,675
Change-901 (-16%)
Value$482.6K (-$128.1K)
Filed 2026-10-08
LVW Advisors, LLC
INCREASED
Shares4,763 from 3,377
Change+1,386 (+41%)
Value$481.5K (+$118.1K)
Filed 2026-10-19
Acorn Wealth Advisors, LLC
INCREASED
Shares4,744 from 4,710
Change+34 (+1%)
Value$479.6K (-$27.3K)
Filed 2026-10-19
Tenet Wealth Partners, LLC
DECREASED
Shares4,725 from 4,942
Change-217 (-4%)
Value$477.7K (-$45.2K)
Filed 2026-10-19
OmniStar Financial Group, Inc.
NEW
Shares4,706
Change+4,706
Value$475.7K
Filed 2026-10-26
Discipline Wealth Solutions, LLC
INCREASED
Shares4,697 from 3,766
Change+931 (+25%)
Value$474.9K (+$69.6K)
Filed 2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares4,696 from 3,820
Change+876 (+23%)
Value$474.7K (+$63.7K)
Filed 2026-10-16
Nottingham Advisors, Inc.
NEW
Shares4,676
Change+4,676
Value$470.0K
Filed 2026-10-29
Eastern Bank
INCREASED
Shares4,628 from 3,713
Change+915 (+25%)
Value$467.9K (+$68.3K)
Filed 2026-10-05
Noesis Capital Mangement Corp
DECREASED
Shares4,625 from 5,023
Change-398 (-8%)
Value$467.6K (-$73.0K)
Filed 2026-10-26
Nvwm, LLC
INCREASED
Shares4,534 from 4,505
Change+29 (+1%)
Value$458.4K (-$26.4K)
Filed 2026-10-14
Shepherd Street Advisors LLC
INCREASED
Shares4,516 from 3,516
Change+1,000 (+28%)
Value$456.5K (+$81.1K)
Filed 2026-10-21
TCP Asset Management, LLC
INCREASED
Shares4,423 from 4,405
Change+18 (+0%)
Value$446.5K (-$27.5K)
Filed 2026-10-14
Intrua Financial, LLC
UNCHANGED
Shares4,411 from 4,411
Change0 (0%)
Value$446.0K (-$28.8K)
Filed 2026-10-28
Occidental Asset Management, LLC
UNCHANGED
Shares4,394 from 4,394
Change0 (0%)
Value$444.2K (-$28.6K)
Filed 2026-11-05
Texas Bank & Trust Co
INCREASED
Shares4,392 from 3,721
Change+671 (+18%)
Value$444.0K (+$43.6K)
Filed 2026-11-04
Cadent Capital Advisors, LLC
DECREASED
Shares4,390 from 5,487
Change-1,097 (-20%)
Value$443.9K (-$146.6K)
Filed 2026-10-09
SeaBridge Investment Advisors LLC
DECREASED
Shares4,389 from 5,425
Change-1,036 (-19%)
Value$443.7K (-$140.1K)
Filed 2026-11-02
Collaborative Wealth Managment Inc.
DECREASED
Shares4,334 from 4,763
Change-429 (-9%)
Value$438.2K (-$74.4K)
Filed 2026-11-06
Erickson Financial Group, LLC
UNCHANGED
Shares4,322 from 4,322
Change0 (0%)
Value$437.0K (-$28.2K)
Filed 2026-11-05
Graetz Wealth LLC
INCREASED
Shares4,321 from 4,238
Change+83 (+2%)
Value$436.9K (-$19.3K)
Filed 2026-10-27
Atlas Brown,Inc.
INCREASED
Shares4,315 from 4,288
Change+27 (+1%)
Value$436.3K (-$25.2K)
Filed 2026-10-09
Focus Wealth Advisors, LLC
UNCHANGED
Shares4,313 from 4,313
Change0 (0%)
Value$436.0K (-$28.1K)
Filed 2026-10-14
EPG Wealth Management LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$434.7K (-$28.0K)
Filed 2026-11-03
Community Bank, N.A.
NEW
Shares4,272
Change+4,272
Value$431.9K
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares4,261 from 4,261
Change0 (0%)
Value$430.8K (-$27.8K)
Filed 2026-10-27
Clear Retirement Advice LLC
INCREASED
Shares4,257 from 3,217
Change+1,040 (+32%)
Value$430.4K (+$84.2K)
Filed 2026-10-22
Iowa State Bank
UNCHANGED
Shares4,235 from 4,235
Change0 (0%)
Value$428.2K (-$27.6K)
Filed 2026-10-06
Paulson Wealth Management Inc.
DECREASED
Shares4,231 from 4,316
Change-85 (-2%)
Value$427.8K (-$36.7K)
Filed 2026-11-02
Gallacher Capital Management LLC
NEW
Shares4,218
Change+4,218
Value$426.4K
Filed 2026-10-30
Evensky & Katz LLC
DECREASED
Shares4,213 from 4,991
Change-778 (-16%)
Value$426 (-$536.6K)
Filed 2026-10-27
Wealth Management Nebraska
DECREASED
Shares4,163 from 5,206
Change-1,043 (-20%)
Value$420.9K (-$139.4K)
Filed 2026-10-26
Intergy Private Wealth, LLC
INCREASED
Shares4,163 from 3,906
Change+257 (+7%)
Value$420.9K (+$514)
Filed 2026-10-16
Bell Investment Advisors, Inc
DECREASED
Shares4,142 from 4,592
Change-450 (-10%)
Value$418.8K (-$75.5K)
Filed 2026-10-29
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares4,125 from 3,928
Change+197 (+5%)
Value$417.1K (-$5.7K)
Filed 2026-11-04
First Interstate Bank
UNCHANGED
Shares4,117 from 4,117
Change0 (0%)
Value$416.2K (-$26.8K)
Filed 2026-10-23
Journey Advisory Group, LLC
DECREASED
Shares4,075 from 4,135
Change-60 (-1%)
Value$412.0K (-$33.0K)
Filed 2026-11-04
BlueChip Wealth Advisors LLC
NEW
Shares4,070
Change+4,070
Value$411.5K
Filed 2026-11-03
Northland Capital Management LLC
UNCHANGED
Shares4,055 from 4,055
Change0 (0%)
Value$410.0K (-$26.4K)
Filed 2026-10-15
Omni 360 Wealth, Inc.
INCREASED
Shares4,037 from 3,881
Change+156 (+4%)
Value$408.2K (-$9.5K)
Filed 2026-10-13
Asset Management One Co., Ltd.
DECREASED
Shares4,020 from 4,340
Change-320 (-7%)
Value$406.4K (-$60.6K)
Filed 2026-10-27
Ellis Investment Partners, LLC
INCREASED
Shares3,998 from 3,965
Change+33 (+1%)
Value$404.2K (-$22.6K)
Filed 2026-10-21
Elevate Wealth Advisory, Inc
DECREASED
Shares3,989 from 4,061
Change-72 (-2%)
Value$403.3K (-$33.8K)
Filed 2026-10-29
Beacon Capital Management, LLC
INCREASED
Shares3,983 from 2,628
Change+1,355 (+52%)
Value$402.7K (+$119.8K)
Filed 2026-10-23
Saxony Capital Management, LLC
DECREASED
Shares3,977 from 19,702
Change-15,725 (-80%)
Value$402.1K (-$1.7M)
Filed 2026-10-15
Kozak & Associates, Inc.
NEW
Shares3,961
Change+3,961
Value$411.0K
Filed 2026-10-29
Marion Wealth Management
INCREASED
Shares3,936 from 2,577
Change+1,359 (+53%)
Value$397.9K (+$120.6K)
Filed 2026-10-22
Maseco LLP
NEW
Shares3,900
Change+3,900
Value$394.3K
Filed 2026-10-27
Wagner Wealth Management, Corp
UNCHANGED
Shares3,899 from 3,899
Change0 (0%)
Value$394.2K (-$25.4K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares3,875 from 3,051
Change+824 (+27%)
Value$391.8K (+$63.5K)
Filed 2026-11-02
Clarity Retirement & Wealth, LLC
NEW
Shares3,866
Change+3,866
Value$390.9K
Filed 2026-11-04
Allodium Investment Consultants, LLC
UNCHANGED
Shares3,865 from 3,865
Change0 (0%)
Value$390.8K (-$25.2K)
Filed 2026-10-14
Braun-Bostich & Associates Inc.
DECREASED
Shares3,815 from 4,768
Change-953 (-20%)
Value$385.7K (-$127.4K)
Filed 2026-10-20
Olio Financial Planning
DECREASED
Shares3,805 from 4,915
Change-1,110 (-23%)
Value$384.7K (-$144.3K)
Filed 2026-10-22
Altus Wealth Management, LLC
UNCHANGED
Shares3,755 from 3,755
Change0 (0%)
Value$379.6K (-$24.5K)
Filed 2026-10-13
Objective Capital Management, LLC
INCREASED
Shares3,750 from 3,650
Change+100 (+3%)
Value$379.1K (-$13.7K)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$379.1K (-$24.5K)
Filed 2026-10-19
Firestone Capital Management
NEW
Shares3,740
Change+3,740
Value$378.1K
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares3,716 from 3,716
Change0 (0%)
Value$375.7K (-$24.2K)
Filed 2026-10-14
Woodside Wealth Management LLC
INCREASED
Shares3,698 from 3,598
Change+100 (+3%)
Value$373.9K (-$13.3K)
Filed 2026-10-16
Gerald Baker Financial Group LLC
DECREASED
Shares3,696 from 6,148
Change-2,452 (-40%)
Value$373.6K (-$288.0K)
Filed 2026-10-09
International Assets Investment Management, LLC
DECREASED
Shares3,692 from 3,715
Change-23 (-1%)
Value$374.1K (-$24.6K)
Filed 2026-11-02
Meyer Handelman Co
NEW
Shares3,641
Change+3,641
Value$368.1K
Filed 2026-10-28
MFG Investments, LLC
NEW
Shares3,614
Change+3,614
Value$365.4K
Filed 2026-10-30
Evanson Financial, LLC
INCREASED
Shares3,605 from 3,583
Change+22 (+1%)
Value$364.4K (-$21.2K)
Filed 2026-10-23
Bourgeon Capital Management LLC
NEW
Shares3,600
Change+3,600
Value$364.0K
Filed 2026-10-19
Owl Creek Wealth Partners LLC
NEW
Shares3,600
Change+3,600
Value$364.0K
Filed 2026-10-20
Capstone Capital LLC
UNCHANGED
Shares3,595 from 3,595
Change0 (0%)
Value$363.4K (-$23.4K)
Filed 2026-10-14
Magnus Financial Group LLC
INCREASED
Shares3,578 from 3,002
Change+576 (+19%)
Value$361.7K (+$38.6K)
Filed 2026-10-21
Insight Advisors, LLC/ PA
UNCHANGED
Shares3,565 from 3,565
Change0 (0%)
Value$360.5K (-$23.2K)
Filed 2026-10-22
Merkkuri Wealth Advisors LLC
INCREASED
Shares3,552 from 3,273
Change+279 (+9%)
Value$359.1K (+$6.9K)
Filed 2026-11-03
Tred Avon Family Wealth, LLC
NEW
Shares3,550
Change+3,550
Value$358.9K
Filed 2026-10-20
BankPlus Wealth Management LLC
INCREASED
Shares3,542 from 3,519
Change+23 (+1%)
Value$358.0K (-$20.6K)
Filed 2026-10-13
Old Peak Finance LLC
INCREASED
Shares3,515 from 3,486
Change+29 (+1%)
Value$355.4K (-$19.8K)
Filed 2026-11-02
Clark Asset Management, LLC
DECREASED
Shares3,512 from 4,799
Change-1,287 (-27%)
Value$355.0K (-$161.4K)
Filed 2026-10-19
Downshift Financial, LLC
DECREASED
Shares3,509 from 6,362
Change-2,853 (-45%)
Value$354.8K (-$329.9K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
DECREASED
Shares3,499 from 3,512
Change-13 (0%)
Value$353.8K (-$23.2K)
Filed 2026-11-02
Chemistry Wealth Management LLC
UNCHANGED
Shares3,490 from 3,490
Change0 (0%)
Value$352.8K (-$22.8K)
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED
Shares3,483 from 3,561
Change-78 (-2%)
Value$352.2K (-$31.1K)
Filed 2026-10-29
Impact Capital Partners LLC
INCREASED
Shares3,465 from 3,387
Change+78 (+2%)
Value$350.3K (-$14.2K)
Filed 2026-10-22
Cumberland Advisors Inc
INCREASED
Shares3,460 from 3,240
Change+220 (+7%)
Value$349.8K (+$1.1K)
Filed 2026-10-30
Lake Hills Wealth Management, LLC
DECREASED
Shares3,426 from 3,556
Change-130 (-4%)
Value$346.4K (-$36.3K)
Filed 2026-10-07
Newman Dignan & Sheerar, Inc.
INCREASED
Shares3,425 from 3,422
Change+3 (+0%)
Value$346.3K (-$22.0K)
Filed 2026-10-21
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares3,414 from 3,407
Change+7 (+0%)
Value$345.1K (-$21.5K)
Filed 2026-10-14
Steel Grove Capital Advisors, LLC
DECREASED
Shares3,411 from 3,501
Change-90 (-3%)
Value$344.9K (-$31.9K)
Filed 2026-10-13
Lakeshore Capital Group, Inc.
INCREASED
Shares3,402 from 3,395
Change+7 (+0%)
Value$343.9K (-$21.5K)
Filed 2026-10-20
Winthrop Advisory Group LLC
DECREASED
Shares3,392 from 8,656
Change-5,264 (-61%)
Value$342.9K (-$588.7K)
Filed 2026-10-22
Kagan Cocozza Asset Management
INCREASED
Shares3,383 from 3,260
Change+123 (+4%)
Value$342.0K (-$8.8K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares3,381 from 3,962
Change-581 (-15%)
Value$341.9K (-$84.6K)
Filed 2026-11-04
Lakeshore Financial Planning, Inc.
NEW
Shares3,348
Change+3,348
Value$338.5K
Filed 2026-10-13
Diligent Investors, LLC
DECREASED
Shares3,338 from 3,477
Change-139 (-4%)
Value$337.4K (-$36.7K)
Filed 2026-10-21
Strategy Asset Managers LLC
DECREASED
Shares3,336 from 5,244
Change-1,908 (-36%)
Value$337.3K (-$227.0K)
Filed 2026-10-14
NTV Asset Management LLC
UNCHANGED
Shares3,333 from 3,333
Change0 (0%)
Value$337.0K (-$21.7K)
Filed 2026-10-23
Bell Bank
UNCHANGED
Shares3,314 from 3,314
Change0 (0%)
Value$335.0K (-$21.6K)
Filed 2026-10-21
Centennial Advisors, LLC
INCREASED
Shares3,311 from 2,702
Change+609 (+23%)
Value$334.7K (+$44.0K)
Filed 2026-10-21
Lynx Investment Advisory
DECREASED
Shares3,302 from 4,863
Change-1,561 (-32%)
Value$333.8K (-$189.5K)
Filed 2026-10-27
Allegheny Financial Group
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$333.7K (-$21.5K)
Filed 2026-11-05
Sigma Investment Counselors Inc
DECREASED
Shares3,264 from 3,690
Change-426 (-12%)
Value$330.0K (-$67.1K)
Filed 2026-10-27
Busey Bank
DECREASED
Shares3,236 from 3,578
Change-342 (-10%)
Value$327.2K (-$57.9K)
Filed 2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares3,228 from 3,220
Change+8 (+0%)
Value$326.4K (-$20.2K)
Filed 2026-10-22
Eagle Bay Advisors LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$323.5K (-$20.9K)
Filed 2026-10-16
Stablepoint Partners, LLC
DECREASED
Shares3,195 from 3,905
Change-710 (-18%)
Value$323.0K (-$97.3K)
Filed 2026-11-03
Silverlake Wealth Management LLC
DECREASED
Shares3,195 from 3,200
Change-5 (0%)
Value$323.1K (-$21.3K)
Filed 2026-10-21
Private Wealth Group, LLC
INCREASED
Shares3,175 from 2,837
Change+338 (+12%)
Value$321.0K (+$15.7K)
Filed 2026-10-19
Portfolio Design Labs, LLC
NEW
Shares3,171
Change+3,171
Value$320.6K
Filed 2026-11-04
Diversified Management Inc
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$320.5K (-$20.7K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares3,168 from 2,419
Change+749 (+31%)
Value$319.7K (+$59.4K)
Filed 2026-10-30
Anson Capital, Inc.
DECREASED
Shares3,159 from 4,215
Change-1,056 (-25%)
Value$319.4K (-$134.2K)
Filed 2026-10-23
Chris Bulman Inc
INCREASED
Shares3,155 from 3,125
Change+30 (+1%)
Value$319.0K (-$17.3K)
Filed 2026-10-20
IVC Wealth Advisors LLC
INCREASED
Shares3,154 from 2,549
Change+605 (+24%)
Value$318.9K (+$44.5K)
Filed 2026-10-23
Leisure Capital Management
UNCHANGED
Shares3,111 from 3,111
Change0 (0%)
Value$314.5K (-$20.3K)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares3,110 from 2,310
Change+800 (+35%)
Value$314.4K (+$65.8K)
Filed 2026-11-03
Next Level Private LLC
INCREASED
Shares3,102 from 3,077
Change+25 (+1%)
Value$313.6K (-$17.5K)
Filed 2026-10-20
Transcendent Capital Group LLC
DECREASED
Shares3,094 from 3,163
Change-69 (-2%)
Value$312.8K (-$27.6K)
Filed 2026-10-28
Defined Wealth Management, LLC
INCREASED
Shares3,072 from 2,132
Change+940 (+44%)
Value$310.5K (+$81.1K)
Filed 2026-10-19
Artesa Financial Group, LLC
INCREASED
Shares3,070 from 2,341
Change+729 (+31%)
Value$310.3K (+$58.4K)
Filed 2026-10-29
Kathmere Capital Management, LLC
UNCHANGED
Shares3,066 from 3,066
Change0 (0%)
Value$310.0K (-$20.0K)
Filed 2026-10-20
Financial Futures Ltd Liability Co.
INCREASED
Shares3,042 from 2,356
Change+686 (+29%)
Value$307.6K (+$54.0K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares3,037 from 2,979
Change+58 (+2%)
Value$307.0K (-$13.6K)
Filed 2026-10-22
King Luther Capital Management Corp
UNCHANGED
Shares3,019 from 3,019
Change0 (0%)
Value$305.2K (-$19.7K)
Filed 2026-11-05
AWM Capital, LLC
UNCHANGED
Shares2,997 from 2,997
Change0 (0%)
Value$303.0K (-$19.5K)
Filed 2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$302.9K (-$19.5K)
Filed 2026-11-02
Reston Wealth Management LLC
DECREASED
Shares2,981 from 3,151
Change-170 (-5%)
Value$301.4K (-$37.8K)
Filed 2026-10-29
Certuity, LLC
UNCHANGED
Shares2,977 from 2,977
Change0 (0%)
Value$301.0K (-$19.4K)
Filed 2026-11-02
Wall Capital Group, Inc.
INCREASED
Shares2,974 from 2,950
Change+24 (+1%)
Value$300.7K (-$16.8K)
Filed 2026-10-14
Heritage OAK Wealth Advisors LLC
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$300.5K (-$19.4K)
Filed 2026-10-14
Global Assets Advisory, LLC
UNCHANGED
Shares2,944 from 2,944
Change0 (0%)
Value$297.0K (-$18.8K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED
Shares2,943 from 2,939
Change+4 (+0%)
Value$297.5K (-$18.7K)
Filed 2026-10-16
Baker Boyer National Bank
INCREASED
Shares2,938 from 2,560
Change+378 (+15%)
Value$297.0K (+$21.5K)
Filed 2026-11-05
Vann Equity Management LLC
NEW
Shares2,926
Change+2,926
Value$295.8K
Filed 2026-10-08
Acorn Financial Advisory Services Inc
UNCHANGED
Shares2,915 from 2,915
Change0 (0%)
Value$294.7K (-$19.0K)
Filed 2026-11-02
UMB Bank, n.a.
UNCHANGED
Shares2,906 from 2,906
Change0 (0%)
Value$293.8K (-$18.9K)
Filed 2026-11-06
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares2,895 from 2,895
Change0 (0%)
Value$292.7K (-$18.9K)
Filed 2026-10-21
Independent Wealth Network Inc.
DECREASED
Shares2,888 from 3,386
Change-498 (-15%)
Value$292.0K (-$72.4K)
Filed 2026-10-19
KFG Wealth Management, LLC
INCREASED
Shares2,879 from 2,585
Change+294 (+11%)
Value$291.1K (+$12.9K)
Filed 2026-10-16
BCU Wealth Advisors, LLC
DECREASED
Shares2,876 from 3,942
Change-1,066 (-27%)
Value$290.8K (-$133.4K)
Filed 2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
NEW
Shares2,870
Change+2,870
Value$290.2K
Filed 2026-11-03
KFA Private Wealth Group, LLC
DECREASED
Shares2,858 from 3,974
Change-1,116 (-28%)
Value$289.0K (-$138.8K)
Filed 2026-10-07
Unified Investment Management
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$288.1K (-$18.6K)
Filed 2026-10-14
Cushing Capital Partners, LLC
UNCHANGED
Shares2,807 from 2,807
Change0 (0%)
Value$283.8K (-$18.3K)
Filed 2026-10-20
Versant Capital Management, Inc
NEW
Shares2,803
Change+2,803
Value$283.4K
Filed 2026-10-02
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,795 from 2,822
Change-27 (-1%)
Value$282.6K (-$21.1K)
Filed 2026-10-15
Summit Global Investments
DECREASED
Shares2,791 from 3,053
Change-262 (-9%)
Value$282 (-$328.7K)
Filed 2026-10-28
Sage Mountain Advisors LLC
DECREASED
Shares2,791 from 2,983
Change-192 (-6%)
Value$282.2K (-$38.9K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares2,787 from 2,065
Change+722 (+35%)
Value$281.8K (+$59.5K)
Filed 2026-10-13
Core Wealth Management, Inc.
UNCHANGED
Shares2,779 from 2,779
Change0 (0%)
Value$281.0K (-$18.1K)
Filed 2026-10-22
Warren Street Wealth Advisors, LLC
DECREASED
Shares2,773 from 2,860
Change-87 (-3%)
Value$280.4K (-$27.4K)
Filed 2026-11-04
Advisor OS, LLC
INCREASED
Shares2,766 from 2,673
Change+93 (+3%)
Value$279.6K (-$8.1K)
Filed 2026-11-03
S&A Financial Services, Inc.
DECREASED
Shares2,765 from 2,945
Change-180 (-6%)
Value$279.6K (-$37.4K)
Filed 2026-11-03
Lee Financial Co
DECREASED
Shares2,752 from 2,807
Change-55 (-2%)
Value$278.2K (-$23.9K)
Filed 2026-10-16
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares2,741 from 2,741
Change0 (0%)
Value$277.1K (-$17.9K)
Filed 2026-11-05
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares2,739 from 2,739
Change0 (0%)
Value$276.9K (-$17.9K)
Filed 2026-10-23
Latitude Advisors, LLC
INCREASED
Shares2,737 from 2,568
Change+169 (+7%)
Value$276.7K (+$361)
Filed 2026-10-27
Herbst Group, LLC
NEW
Shares2,733
Change+2,733
Value$276.3K
Filed 2026-10-20
Trail Ridge Investment Advisors, LLC
NEW
Shares2,731
Change+2,731
Value$276.1K
Filed 2026-10-16
Oceanside Advisors LLC
UNCHANGED
Shares2,731 from 2,731
Change0 (0%)
Value$276.1K (-$17.8K)
Filed 2026-11-03
Family Investment Center, Inc.
UNCHANGED
Shares2,723 from 2,723
Change0 (0%)
Value$275.3K (-$17.8K)
Filed 2026-10-19
Wagner Wealth Management, LLC
UNCHANGED
Shares2,718 from 2,718
Change0 (0%)
Value$274.8K (-$17.7K)
Filed 2026-10-21
Westover Capital Advisors, LLC
DECREASED
Shares2,712 from 42,965
Change-40,253 (-94%)
Value$274.2K (-$4.3M)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares2,707 from 2,338
Change+369 (+16%)
Value$273.7K (+$22.2K)
Filed 2026-10-13
Linscomb Wealth, Inc.
INCREASED
Shares2,704 from 2,233
Change+471 (+21%)
Value$273.4K (+$33.1K)
Filed 2026-11-05
Evolution Wealth Advisors, LLC
UNCHANGED
Shares2,704 from 2,704
Change0 (0%)
Value$273.4K (-$17.6K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$273.0K (-$17.6K)
Filed 2026-11-05
Breakwater Investment Management
DECREASED
Shares2,698 from 6,026
Change-3,328 (-55%)
Value$272.8K (-$375.8K)
Filed 2026-10-20
Cora Capital Advisors LLC
NEW
Shares2,674
Change+2,674
Value$270.3K
Filed 2026-11-02
Whitcomb & Hess, Inc.
INCREASED
Shares2,650 from 2,479
Change+171 (+7%)
Value$267.9K (+$1.1K)
Filed 2026-10-07
Innova Wealth Partners
UNCHANGED
Shares2,630 from 2,630
Change0 (0%)
Value$265.9K (-$17.1K)
Filed 2026-10-21
Broussard Financial Group LLC
UNCHANGED
Shares2,615 from 2,615
Change0 (0%)
Value$264.4K (-$17.0K)
Filed 2026-10-26
Shepherd Financial Partners LLC
DECREASED
Shares2,604 from 2,772
Change-168 (-6%)
Value$263.3K (-$35.1K)
Filed 2026-11-03
Financial Council, LLC
NEW
Shares2,595
Change+2,595
Value$262.4K
Filed 2026-11-02
Carolina Wealth Management Inc
DECREASED
Shares2,566 from 2,628
Change-62 (-2%)
Value$259.4K (-$23.4K)
Filed 2026-10-29
Endowment Wealth Management, Inc.
INCREASED
Shares2,540 from 2,522
Change+18 (+1%)
Value$256.8K (-$14.6K)
Filed 2026-11-03
L.K. Benson & Company, P.C.
DECREASED
Shares2,524 from 7,663
Change-5,139 (-67%)
Value$255.2K (-$569.5K)
Filed 2026-10-23
Cannon Advisors, Inc.
DECREASED
Shares2,504 from 2,674
Change-170 (-6%)
Value$254.8K (-$31.1K)
Filed 2026-10-14
Rossmore Private Capital
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$252.8K (-$16.3K)
Filed 2026-10-27
Fort Washington Investment Advisors Inc
DECREASED
Shares2,497 from 2,997
Change-500 (-17%)
Value$252.4K (-$70.1K)
Filed 2026-10-15
Factor Wealth Management LTD
DECREASED
Shares2,492 from 3,774
Change-1,282 (-34%)
Value$252.0K (-$154.2K)
Filed 2026-10-08
Bigelow Investment Advisors, LLC
DECREASED
Shares2,485 from 3,280
Change-795 (-24%)
Value$251.2K (-$101.8K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares2,474 from 2,107
Change+367 (+17%)
Value$250.1K (+$23.3K)
Filed 2026-10-14
Legacy Advisors, LLC
NEW
Shares2,454
Change+2,454
Value$248.1K
Filed 2026-10-19
LifeGoal Investments, LLC
DECREASED
Shares2,451 from 4,729
Change-2,278 (-48%)
Value$247.8K (-$261.2K)
Filed 2026-10-09
Stevens Capital Partners
DECREASED
Shares2,436 from 4,455
Change-2,019 (-45%)
Value$246.3K (-$233.2K)
Filed 2026-10-29
Integrated Wealth Management
NEW
Shares2,425
Change+2,425
Value$245.2K
Filed 2026-10-19
MN Wealth Advisors, LLC
DECREASED
Shares2,422 from 2,514
Change-92 (-4%)
Value$245.0K (-$25.6K)
Filed 2026-10-23
Blueline Advisors LLC
DECREASED
Shares2,406 from 2,798
Change-392 (-14%)
Value$243.3K (-$57.9K)
Filed 2026-10-15
MW Advisory, LLC
DECREASED
Shares2,405 from 3,932
Change-1,527 (-39%)
Value$243.1K (-$180.0K)
Filed 2026-10-19
Fonville Wealth Management LLC
INCREASED
Shares2,392 from 2,372
Change+20 (+1%)
Value$241.8K (-$13.4K)
Filed 2026-10-28
Baron Financial Group, LLC
DECREASED
Shares2,390 from 2,420
Change-30 (-1%)
Value$241.6K (-$18.8K)
Filed 2026-10-09
WealthPlan Investment Management, LLC
NEW
Shares2,376
Change+2,376
Value$240.2K
Filed 2026-10-15
MSH Capital Advisors LLC
UNCHANGED
Shares2,357 from 2,357
Change0 (0%)
Value$238.3K (-$15.4K)
Filed 2026-11-03
Leading Edge Financial Planning LLC
NEW
Shares2,353
Change+2,353
Value$237.9K
Filed 2026-10-23
Riverbend Wealth Management, LLC
INCREASED
Shares2,340 from 2,250
Change+90 (+4%)
Value$236.6K (-$5.5K)
Filed 2026-10-15
Uptick Partners, LLC
NEW
Shares2,328
Change+2,328
Value$235.4K
Filed 2026-11-04
S.E.E.D. Planning Group LLC
NEW
Shares2,308
Change+2,308
Value$233.3K
Filed 2026-10-07
Convergence Financial, LLC
DECREASED
Shares2,308 from 3,740
Change-1,432 (-38%)
Value$233.3K (-$169.2K)
Filed 2026-10-27
Bensler, LLC
DECREASED
Shares2,289 from 2,321
Change-32 (-1%)
Value$231.4K (-$18.4K)
Filed 2026-11-05
Northwest Financial Advisors
INCREASED
Shares2,286 from 2,146
Change+140 (+7%)
Value$231.1K (+$149)
Filed 2026-10-27
Boltwood Capital Management
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$231.0K (-$14.9K)
Filed 2026-10-02
Fortress Financial Group, LLC
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$229.5K (-$14.8K)
Filed 2026-10-21
Brindle & Bay Financial Advisors, LLC
NEW
Shares2,268
Change+2,268
Value$229.3K
Filed 2026-10-15
Clearwave Capital, LLC
DECREASED
Shares2,259 from 2,268
Change-9 (0%)
Value$228.4K (-$15.7K)
Filed 2026-10-27
Affinity Capital Advisors, LLC
UNCHANGED
Shares2,244 from 2,244
Change0 (0%)
Value$226.8K (-$14.6K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
DECREASED
Shares2,235 from 4,134
Change-1,899 (-46%)
Value$226.0K (-$218.9K)
Filed 2026-10-26
Team Financial Group, LLC
DECREASED
Shares2,226 from 2,300
Change-74 (-3%)
Value$225.1K (-$22.5K)
Filed 2026-10-30
Summit Financial Consulting LLC
INCREASED
Shares2,219 from 1,996
Change+223 (+11%)
Value$224.3K (+$9.5K)
Filed 2026-10-15
Veltria Advisors Corp.
INCREASED
Shares2,212 from 1,944
Change+268 (+14%)
Value$223.6K (+$14.4K)
Filed 2026-11-05
21 West Wealth Management LLC
DECREASED
Shares2,200 from 57,240
Change-55,040 (-96%)
Value$222.4K (-$5.9M)
Filed 2026-10-13
Stonehearth Capital Management, LLC
INCREASED
Shares2,192 from 2,146
Change+46 (+2%)
Value$221.6K (-$9.4K)
Filed 2026-10-13
Goldstein Advisors, LLC
NEW
Shares2,187
Change+2,187
Value$221.1K
Filed 2026-10-15
Matauro, LLC
INCREASED
Shares2,167 from 2,101
Change+66 (+3%)
Value$219.1K (-$7.0K)
Filed 2026-11-03
Carrera Capital Advisors
INCREASED
Shares2,161 from 2,144
Change+17 (+1%)
Value$218.5K (-$12.2K)
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares2,161 from 2,161
Change0 (0%)
Value$218.5K (-$14.1K)
Filed 2026-10-14
Quartz Partners, LLC
UNCHANGED
Shares2,161 from 2,161
Change0 (0%)
Value$218.5K (-$14.1K)
Filed 2026-11-03
Cooper Financial Group
DECREASED
Shares2,121 from 2,719
Change-598 (-22%)
Value$214.4K (-$78.2K)
Filed 2026-10-07
Bison Wealth, LLC
NEW
Shares2,120
Change+2,120
Value$214.5K
Filed 2026-10-13
Rockport Wealth LLC
UNCHANGED
Shares2,111 from 2,111
Change0 (0%)
Value$213.4K (-$13.8K)
Filed 2026-11-03
Essential Planning, Llc.
INCREASED
Shares2,089 from 1,985
Change+104 (+5%)
Value$211.2K (-$2.4K)
Filed 2026-10-21
Argyle Capital Partners, LLC
INCREASED
Shares2,086 from 2,078
Change+8 (+0%)
Value$210.9K (-$12.7K)
Filed 2026-10-23
Postrock Partners LLC
UNCHANGED
Shares2,075 from 2,075
Change0 (0%)
Value$209.8K (-$13.5K)
Filed 2026-11-02
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares2,068 from 2,068
Change0 (0%)
Value$209.1K (-$13.5K)
Filed 2026-10-29
Trust Co of Vermont
DECREASED
Shares2,047 from 6,317
Change-4,270 (-68%)
Value$207.0K (-$472.9K)
Filed 2026-10-21
Partners Wealth Management, LLC
NEW
Shares2,044
Change+2,044
Value$206.6K
Filed 2026-10-28
Colorado Capital Management, Inc.
NEW
Shares2,043
Change+2,043
Value$207
Filed 2026-10-15
Garner Asset Management Corp
DECREASED
Shares2,043 from 17,985
Change-15,942 (-89%)
Value$212.1K (-$1.7M)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares2,043 from 1,970
Change+73 (+4%)
Value$206.5K (-$5.6K)
Filed 2026-10-26
First Citizens Financial Corp
DECREASED
Shares2,022 from 3,264
Change-1,242 (-38%)
Value$204.4K (-$146.8K)
Filed 2026-10-02
Florin Court Capital LLP
DECREASED
Shares2,000 from 10,200
Change-8,200 (-80%)
Value$202.2K (-$895.5K)
Filed 2026-11-02
Hilltop National Bank
DECREASED
Shares1,921 from 1,988
Change-67 (-3%)
Value$194.2K (-$19.7K)
Filed 2026-10-14
Princeton Global Asset Management LLC
INCREASED
Shares1,899 from 1,661
Change+238 (+14%)
Value$192.0K (+$13.2K)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares1,896 from 1,896
Change0 (0%)
Value$191.7K (-$12.4K)
Filed 2026-10-15
DT Investment Partners, LLC
INCREASED
Shares1,793 from 1,231
Change+562 (+46%)
Value$181.3K (+$48.8K)
Filed 2026-10-27
Parkside Financial Bank & Trust
DECREASED
Shares1,483 from 1,959
Change-476 (-24%)
Value$149.9K (-$60.9K)
Filed 2026-10-27
Pacifica Partners Inc.
DECREASED
Shares1,450 from 2,099
Change-649 (-31%)
Value$146.9K (-$78.7K)
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares1,213 from 24
Change+1,189 (+4954%)
Value$122.6K (+$120.0K)
Filed 2026-10-29
Realta Investment Advisors
DECREASED
Shares1,200 from 1,203
Change-3 (0%)
Value$121.3K (-$8.1K)
Filed 2026-10-14
Canton Hathaway, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$119.3K (-$7.7K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
INCREASED
Shares1,142 from 1,117
Change+25 (+2%)
Value$115.4K (-$4.8K)
Filed 2026-11-04
Mcdonald Partners LLC
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$108.9K (-$7.0K)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares1,070 from 1,393
Change-323 (-23%)
Value$108.2K (-$41.7K)
Filed 2026-10-15
IMG Wealth Management, Inc.
INCREASED
Shares1,066 from 978
Change+88 (+9%)
Value$107.8K (+$2.5K)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$106.8K (-$6.9K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
INCREASED
Shares1,017 from 607
Change+410 (+68%)
Value$102.8K (+$37.5K)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,011 from 1,482
Change-471 (-32%)
Value$102.2K (-$57.3K)
Filed 2026-11-02
Miller Global Investments, LLC
NEW
Shares955
Change+955
Value$96.6K
Filed 2026-10-02
Union Savings Bank
DECREASED
Shares912 from 2,297
Change-1,385 (-60%)
Value$92.2K (-$155.0K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$91.0K (-$5.9K)
Filed 2026-10-22
Atwood & Palmer Inc
INCREASED
Shares860 from 853
Change+7 (+1%)
Value$87.0K (-$4.9K)
Filed 2026-10-08
Center for Financial Planning, Inc.
DECREASED
Shares843 from 3,521
Change-2,678 (-76%)
Value$85.2K (-$293.7K)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
NEW
Shares839
Change+839
Value$84.8K
Filed 2026-11-02
Root Financial Partners, LLC
DECREASED
Shares809 from 3,825
Change-3,016 (-79%)
Value$81.8K (-$329.8K)
Filed 2026-10-21
United Community Bank
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$80.9K (-$5.2K)
Filed 2026-10-28
Angeles Investment Advisors, LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$79.4K (-$5.1K)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares717 from 538
Change+179 (+33%)
Value$72.5K (+$14.6K)
Filed 2026-10-14
Trust Co of Toledo NA
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$71.1K (-$4.6K)
Filed 2026-10-16
Markowski Investments
DECREASED
Shares700 from 1,200
Change-500 (-42%)
Value$70.8K (-$58.4K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares670
Change+670
Value$67.7K
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares650
Change+650
Value$65.7K
Filed 2026-10-27
Mechanics Financial Corp
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$65.0K (-$4.2K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED
Shares635 from 871
Change-236 (-27%)
Value$64.2K (-$29.5K)
Filed 2026-10-23
NBH Bank
INCREASED
Shares624 from 456
Change+168 (+37%)
Value$63.1K (+$14.0K)
Filed 2026-11-05
Planning Strategies Inc.
NEW
Shares582
Change+582
Value$58.8K
Filed 2026-10-02
Richardson Financial Services Inc.
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$56.0K (-$3.6K)
Filed 2026-10-30
Y.D. More Investments Ltd
INCREASED
Shares540 from 160
Change+380 (+238%)
Value$54.6K (+$37.4K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
DECREASED
Shares525 from 651
Change-126 (-19%)
Value$53.1K (-$17.0K)
Filed 2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$52.8K (-$3.4K)
Filed 2026-10-22
Pflug Koory, LLC
INCREASED
Shares516 from 513
Change+3 (+1%)
Value$52.2K (-$3.0K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
DECREASED
Shares500 from 510
Change-10 (-2%)
Value$50.6K (-$4.3K)
Filed 2026-10-13
Advocate Investing Services LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$48.4K (-$3.1K)
Filed 2026-10-26
Bfsg, LLC
INCREASED
Shares474 from 407
Change+67 (+16%)
Value$47.9K (+$4.1K)
Filed 2026-10-30
Toth Financial Advisory Corp
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$45.7K (-$2.9K)
Filed 2026-10-08
Register Financial Advisors LLC
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$44.7K (-$2.9K)
Filed 2026-10-23
Valued Wealth Advisors LLC
NEW
Shares440
Change+440
Value$44.5K
Filed 2026-11-05
Friedenthal Financial
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$43.4K (-$2.8K)
Filed 2026-10-27
Horizon Financial Services, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$42.5K (-$2.7K)
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$40.1K (-$2.6K)
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$39.2K (-$2.5K)
Filed 2026-11-02
Bank of New Hampshire
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$37.6K (-$2.4K)
Filed 2026-10-06
Wilkerson Advisory Group LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$36.7K (-$2.4K)
Filed 2026-10-20
First Bancorp, Inc
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$35.9K (-$2.3K)
Filed 2026-10-26
Quaker Wealth Management, LLC
INCREASED
Shares353 from 289
Change+64 (+22%)
Value$35.7K (+$4.6K)
Filed 2026-10-22
Next Level Wealth Planning, LLC
NEW
Shares337
Change+337
Value$34.1K
Filed 2026-10-29
Asset Dedication, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$30.3K (-$2.0K)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$30.0K (-$1.9K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
DECREASED
Shares256 from 418
Change-162 (-39%)
Value$25.8K (-$19.1K)
Filed 2026-10-23
American Capital Advisory, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$25.3K (-$1.6K)
Filed 2026-10-28
Chilton Capital Management LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$23.8K (-$1.5K)
Filed 2026-10-28
Montgomery Financial Services LLC
INCREASED
Shares234 from 170
Change+64 (+38%)
Value$23.7K (+$5.4K)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares233 from 1,635
Change-1,402 (-86%)
Value$23.6K (-$152.4K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
DECREASED
Shares229 from 470
Change-241 (-51%)
Value$23.2K (-$27.4K)
Filed 2026-10-28
KFG LLC
NEW
Shares203
Change+203
Value$20.5K
Filed 2026-11-02
First Premier Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20 (-$2)
Filed 2026-10-13
Burkett Financial Services, LLC
NEW
Shares185
Change+185
Value$18.7K
Filed 2026-10-01
Eukles Asset Management
NEW
Shares181
Change+181
Value$18.3K
Filed 2026-11-04
Hurley Capital, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$18.2K (-$1.0K)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW
Shares177
Change+177
Value$17.9K
Filed 2026-10-20
Roxbury Financial LLC
INCREASED
Shares163 from 161
Change+2 (+1%)
Value$16.4K (-$918)
Filed 2026-10-01
Holos Integrated Wealth LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$14.7K (-$706)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
DECREASED
Shares142 from 147
Change-5 (-3%)
Value$14.4K (-$1.5K)
Filed 2026-10-13
Investors Research Corp
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$14.1K (-$906)
Filed 2026-10-07
RMG Wealth Management LLC
NEW
Shares118
Change+118
Value$12.2K
Filed 2026-10-26
Valley Wealth Managers, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$9.6K (-$619)
Filed 2026-10-09
Networth Advisors, LLC
INCREASED
Shares93 from 92
Change+1 (+1%)
Value$9.4K (-$524)
Filed 2026-11-03
Capital Investment Counsel, Inc
NEW
Shares81
Change+81
Value$8.2K
Filed 2026-10-20
Hanson & Doremus Investment Management
NEW
Shares75
Change+75
Value$8
Filed 2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.7K (-$365)
Filed 2026-10-07
Central Trust Co
DECREASED
Shares55 from 268
Change-213 (-79%)
Value$5.6K (-$23.3K)
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares52 from 154
Change-102 (-66%)
Value$5.3K (-$11.3K)
Filed 2026-11-05
SJS Investment Consulting Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$5.2K (-$332)
Filed 2026-10-26
Spurstone Advisory Services, LLC
DECREASED
Shares49 from 55
Change-6 (-11%)
Value$5.0K (-$938)
Filed 2026-11-02
Sunrise Financial Services, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.6K (-$293)
Filed 2026-10-21
Three Bridge Wealth Advisors, LLC
NEW
Shares44
Change+44
Value$4.4K
Filed 2026-11-05
Midwest Capital Advisors, LLC
DECREASED
Shares33 from 39
Change-6 (-15%)
Value$3.4K (-$863)
Filed 2026-11-04
Pillar Financial Advisors, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.3K (-$215)
Filed 2026-10-21
West Financial Advisors, LLC
DECREASED
Shares23 from 103
Change-80 (-78%)
Value$2.3K (-$8.8K)
Filed 2026-10-22
City State Bank
DECREASED
Shares18 from 127
Change-109 (-86%)
Value$1.8K (-$11.8K)
Filed 2026-10-20
Gables Capital Management Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.4K (-$92)
Filed 2026-11-04
High Note Wealth, LLC
NEW
Shares6
Change+6
Value$607
Filed 2026-10-27
MTM Investment Management, LLC
DECREASED
Shares6 from 114
Change-108 (-95%)
Value$607 (-$11.7K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED
Shares5 from 6
Change-1 (-17%)
Value$506 (-$140)
Filed 2026-10-23
Transce3nd, LLC
NEW
Shares3
Change+3
Value$307
Filed 2026-10-26
Align Financial, LLC
NEW
Shares3
Change+3
Value$303
Filed 2026-10-16
Bear Mountain Capital, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$67 (-$3)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$101 (-$7)
Filed 2026-11-02
Garde Capital, Inc.
CLOSED
Shares0 from 330,129
Change-330,129 (-100%)
Value$0 (-$35.5M)
Filed 2026-10-29
Boston Standard Wealth Management, LLC
CLOSED
Shares0 from 225,728
Change-225,728 (-100%)
Value$0 (-$24.2M)
Filed 2026-10-07
Wlth Capital Management, LLC
CLOSED
Shares0 from 24,903
Change-24,903 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-20
Financial Partners Group, Inc
CLOSED
Shares0 from 23,866
Change-23,866 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-19
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 21,999
Change-21,999 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 21,999
Change-21,999 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-28
Asio Capital, LLC
CLOSED
Shares0 from 17,600
Change-17,600 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-19
Pearl Planning LLC
CLOSED
Shares0 from 17,146
Change-17,146 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-13
TBH Global Asset Management, LLC
CLOSED
Shares0 from 16,617
Change-16,617 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Ramsey Quantitative Systems
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-22
Elmwood Wealth Management, Inc.
CLOSED
Shares0 from 11,465
Change-11,465 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
TritonPoint Partners, LLC
CLOSED
Shares0 from 9,892
Change-9,892 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Centurion Wealth Management LLC
CLOSED
Shares0 from 9,305
Change-9,305 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
CLOSED
Shares0 from 9,142
Change-9,142 (-100%)
Value$0 (-$983.9K)
Filed 2026-10-26
Little House Capital LLC
CLOSED
Shares0 from 7,640
Change-7,640 (-100%)
Value$0 (-$822.3K)
Filed 2026-11-06
Ritholtz Wealth Management
CLOSED
Shares0 from 7,600
Change-7,600 (-100%)
Value$0 (-$817.9K)
Filed 2026-11-05
Wiser Wealth Management, Inc
CLOSED
Shares0 from 6,106
Change-6,106 (-100%)
Value$0 (-$657.1K)
Filed 2026-10-14
RAM Investment Partners, LLC
CLOSED
Shares0 from 5,732
Change-5,732 (-100%)
Value$0 (-$616.9K)
Filed 2026-10-21
Sutton Place Investors LLC
CLOSED
Shares0 from 5,169
Change-5,169 (-100%)
Value$0 (-$556.3K)
Filed 2026-10-20
Altar Rock LLC
CLOSED
Shares0 from 4,283
Change-4,283 (-100%)
Value$0 (-$460.9K)
Filed 2026-11-06
Jefferies Financial Group Inc.
CLOSED
Shares0 from 4,268
Change-4,268 (-100%)
Value$0 (-$459.4K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,113
Change-4,113 (-100%)
Value$0 (-$442.6K)
Filed 2026-10-27
XML Financial, LLC
CLOSED
Shares0 from 4,025
Change-4,025 (-100%)
Value$0 (-$433.2K)
Filed 2026-10-29
Columbia Advisory Partners LLC
CLOSED
Shares0 from 4,023
Change-4,023 (-100%)
Value$0 (-$433.0K)
Filed 2026-10-15
Wise Wealth Partners
CLOSED
Shares0 from 3,951
Change-3,951 (-100%)
Value$0 (-$425.2K)
Filed 2026-10-14
Amplius Wealth Advisors, LLC
CLOSED
Shares0 from 3,859
Change-3,859 (-100%)
Value$0 (-$415.3K)
Filed 2026-10-20
WBH Advisory Inc
CLOSED
Shares0 from 3,760
Change-3,760 (-100%)
Value$0 (-$404.7K)
Filed 2026-11-05
Welch Group, LLC
CLOSED
Shares0 from 3,629
Change-3,629 (-100%)
Value$0 (-$390.6K)
Filed 2026-10-29
Clarity Asset Management, Inc.
CLOSED
Shares0 from 3,551
Change-3,551 (-100%)
Value$0 (-$382.2K)
Filed 2026-10-14
GoalVest Advisory LLC
CLOSED
Shares0 from 3,529
Change-3,529 (-100%)
Value$0 (-$379.8K)
Filed 2026-10-02
Pinion Investment Advisors, LLC
CLOSED
Shares0 from 3,529
Change-3,529 (-100%)
Value$0 (-$379.8K)
Filed 2026-11-04
Kane Co Wealth Management, Inc.
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$376.7K)
Filed 2026-11-04
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 3,468
Change-3,468 (-100%)
Value$0 (-$373.2K)
Filed 2026-10-16
Maple Capital Management, Inc.
CLOSED
Shares0 from 3,263
Change-3,263 (-100%)
Value$0 (-$351.2K)
Filed 2026-11-02
Peddock Capital Advisors, LLC
CLOSED
Shares0 from 3,163
Change-3,163 (-100%)
Value$0 (-$340.4K)
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
CLOSED
Shares0 from 3,115
Change-3,115 (-100%)
Value$0 (-$335.2K)
Filed 2026-10-16
Advisory Resource Group
CLOSED
Shares0 from 2,964
Change-2,964 (-100%)
Value$0 (-$319.0K)
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 2,847
Change-2,847 (-100%)
Value$0 (-$306.4K)
Filed 2026-10-20
West Wealth Group, LLC
CLOSED
Shares0 from 2,833
Change-2,833 (-100%)
Value$0 (-$304.9K)
Filed 2026-10-14
Whitegate Investment Counselors, Inc.
CLOSED
Shares0 from 2,765
Change-2,765 (-100%)
Value$0 (-$297.6K)
Filed 2026-11-02
Index Fund Advisors, Inc.
CLOSED
Shares0 from 2,566
Change-2,566 (-100%)
Value$0 (-$276.1K)
Filed 2026-11-05
Provident Wealth Management, LLC
CLOSED
Shares0 from 2,506
Change-2,506 (-100%)
Value$0 (-$269.7K)
Filed 2026-10-20
Excalibur Management Corp
CLOSED
Shares0 from 2,403
Change-2,403 (-100%)
Value$0 (-$258.6K)
Filed 2026-11-02
One Plus One Wealth Management, LLC
CLOSED
Shares0 from 2,338
Change-2,338 (-100%)
Value$0 (-$251.6K)
Filed 2026-10-16
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 2,332
Change-2,332 (-100%)
Value$0 (-$251.0K)
Filed 2026-10-16
Focused Wealth Management, Inc
CLOSED
Shares0 from 2,327
Change-2,327 (-100%)
Value$0 (-$250.4K)
Filed 2026-10-30
HBE Wealth Management, LLC
CLOSED
Shares0 from 2,314
Change-2,314 (-100%)
Value$0 (-$249.0K)
Filed 2026-11-06
Opal Wealth Advisors, LLC
CLOSED
Shares0 from 2,312
Change-2,312 (-100%)
Value$0 (-$248.8K)
Filed 2026-10-16
Gryphon Financial Partners LLC
CLOSED
Shares0 from 2,202
Change-2,202 (-100%)
Value$0 (-$237.0K)
Filed 2026-11-04
Aprio Wealth Management, LLC
CLOSED
Shares0 from 2,195
Change-2,195 (-100%)
Value$0 (-$236.2K)
Filed 2026-10-28
Foundation Wealth Management, Llc\pa
CLOSED
Shares0 from 2,186
Change-2,186 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-14
Moneco Advisors, LLC
CLOSED
Shares0 from 2,161
Change-2,161 (-100%)
Value$0 (-$232.6K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 2,120
Change-2,120 (-100%)
Value$0 (-$228.2K)
Filed 2026-10-14
Clarity Wealth Development LLC
CLOSED
Shares0 from 2,099
Change-2,099 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-22
Harbour Trust & Investment Management Co
CLOSED
Shares0 from 2,086
Change-2,086 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-28
Columbus Macro, LLC
CLOSED
Shares0 from 2,025
Change-2,025 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-14
BLB&B Advisors, LLC
CLOSED
Shares0 from 2,018
Change-2,018 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-27
Kanawha Capital Management LLC
CLOSED
Shares0 from 2,012
Change-2,012 (-100%)
Value$0 (-$216.5K)
Filed 2026-10-19
Morton Capital Management LLC
CLOSED
Shares0 from 1,970
Change-1,970 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-23
Aviance Capital Partners, LLC
CLOSED
Shares0 from 1,959
Change-1,959 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-29
Guardian Asset Advisors, LLC
CLOSED
Shares0 from 1,949
Change-1,949 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-16
Successful Portfolios LLC
CLOSED
Shares0 from 1,940
Change-1,940 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-09
Fiduciary Alliance LLC
CLOSED
Shares0 from 1,939
Change-1,939 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-13
Sound Income Strategies, LLC
CLOSED
Shares0 from 1,928
Change-1,928 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-09
One Way Holdings LLC
CLOSED
Shares0 from 1,904
Change-1,904 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-29
Philip James Wealth Mangement, LLC
CLOSED
Shares0 from 1,882
Change-1,882 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-27
AlphaCentric Advisors LLC
CLOSED
Shares0 from 1,284
Change-1,284 (-100%)
Value$0 (-$138.2K)
Filed 2026-11-03
Financial Consulate, Inc
CLOSED
Shares0 from 1,254
Change-1,254 (-100%)
Value$0 (-$135.0K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 448
Change-448 (-100%)
Value$0 (-$48.2K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$21.7K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$18.5K)
Filed 2026-10-26
Country Trust Bank
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-26
Nfsg Corp
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
Financial Management Professionals, Inc.
DECREASED
Shares0 from 39
Change-39 (-100%)
Value$6 (-$4.2K)
Filed 2026-10-23
Bank of America Corp
N/A
Shares— from 44,699,544
Change-44,699,544 (-100%)
Value—
FMR LLC
N/A
Shares— from 22,787,508
Change-22,787,508 (-100%)
Value—
Betterment LLC
N/A
Shares— from 21,039,515
Change-21,039,515 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,585,152
Change-17,585,152 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,375,308
Change-10,375,308 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,361,448
Change-10,361,448 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,354,522
Change-9,354,522 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,227,175
Change-8,227,175 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,865,009
Change-7,865,009 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,996,446
Change-5,996,446 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,065,381
Change-5,065,381 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,552,278
Change-4,552,278 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,479,123
Change-4,479,123 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,581,966
Change-3,581,966 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,176,798
Change-3,176,798 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,580,280
Change-2,580,280 (-100%)
Value—
Allstate Corp
N/A
Shares— from 2,568,075
Change-2,568,075 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,391,883
Change-2,391,883 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,269,886
Change-2,269,886 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,248,617
Change-2,248,617 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,128,656
Change-2,128,656 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,096,093
Change-2,096,093 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,823,329
Change-1,823,329 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,689,093
Change-1,689,093 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,606,330
Change-1,606,330 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,366,152
Change-1,366,152 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,242,985
Change-1,242,985 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,115,072
Change-1,115,072 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,112,879
Change-1,112,879 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,103,924
Change-1,103,924 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,101,170
Change-1,101,170 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,004,526
Change-1,004,526 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 907,867
Change-907,867 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 895,982
Change-895,982 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 895,244
Change-895,244 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 854,384
Change-854,384 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 840,791
Change-840,791 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 786,787
Change-786,787 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 778,307
Change-778,307 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 753,693
Change-753,693 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 694,504
Change-694,504 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 655,019
Change-655,019 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 654,889
Change-654,889 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 647,854
Change-647,854 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 607,800
Change-607,800 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 594,473
Change-594,473 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 568,001
Change-568,001 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 547,382
Change-547,382 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 547,248
Change-547,248 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 540,228
Change-540,228 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 517,550
Change-517,550 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 508,120
Change-508,120 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 499,586
Change-499,586 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 479,909
Change-479,909 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 470,875
Change-470,875 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 463,913
Change-463,913 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 459,748
Change-459,748 (-100%)
Value—
Commerce Bank
N/A
Shares— from 437,228
Change-437,228 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 434,940
Change-434,940 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 425,326
Change-425,326 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 418,400
Change-418,400 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 399,895
Change-399,895 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 393,109
Change-393,109 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 379,368
Change-379,368 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 364,923
Change-364,923 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 364,746
Change-364,746 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 358,958
Change-358,958 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 340,663
Change-340,663 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 336,267
Change-336,267 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 308,130
Change-308,130 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 303,437
Change-303,437 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 301,535
Change-301,535 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 299,860
Change-299,860 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 297,276
Change-297,276 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 293,191
Change-293,191 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 280,643
Change-280,643 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 277,663
Change-277,663 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 276,304
Change-276,304 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 268,682
Change-268,682 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 261,317
Change-261,317 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 256,431
Change-256,431 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 256,075
Change-256,075 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 254,110
Change-254,110 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 250,803
Change-250,803 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 246,326
Change-246,326 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 245,557
Change-245,557 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 244,426
Change-244,426 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 241,400
Change-241,400 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 237,825
Change-237,825 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 232,862
Change-232,862 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 228,418
Change-228,418 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 227,854
Change-227,854 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 223,509
Change-223,509 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 222,382
Change-222,382 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 218,365
Change-218,365 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 210,540
Change-210,540 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 197,324
Change-197,324 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 192,573
Change-192,573 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 187,001
Change-187,001 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 181,282
Change-181,282 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 180,303
Change-180,303 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 171,455
Change-171,455 (-100%)
Value—
&partners
N/A
Shares— from 164,088
Change-164,088 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 163,753
Change-163,753 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 160,212
Change-160,212 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 156,396
Change-156,396 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 154,233
Change-154,233 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 154,148
Change-154,148 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 153,000
Change-153,000 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 152,797
Change-152,797 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 144,264
Change-144,264 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 137,613
Change-137,613 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 137,354
Change-137,354 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 136,328
Change-136,328 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 135,495
Change-135,495 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 134,608
Change-134,608 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 134,158
Change-134,158 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 133,575
Change-133,575 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 133,204
Change-133,204 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 132,700
Change-132,700 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 132,166
Change-132,166 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 131,321
Change-131,321 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 128,023
Change-128,023 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 123,247
Change-123,247 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 122,784
Change-122,784 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 121,124
Change-121,124 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 121,071
Change-121,071 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 120,842
Change-120,842 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 118,220
Change-118,220 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 117,186
Change-117,186 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 116,781
Change-116,781 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 113,453
Change-113,453 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 107,650
Change-107,650 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 106,890
Change-106,890 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 106,878
Change-106,878 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 104,517
Change-104,517 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 103,433
Change-103,433 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 100,702
Change-100,702 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 100,505
Change-100,505 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 100,248
Change-100,248 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 99,802
Change-99,802 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 99,038
Change-99,038 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 97,228
Change-97,228 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 92,559
Change-92,559 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 91,766
Change-91,766 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 91,385
Change-91,385 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 91,224
Change-91,224 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 90,444
Change-90,444 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 89,220
Change-89,220 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 88,700
Change-88,700 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 84,856
Change-84,856 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 82,801
Change-82,801 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 82,244
Change-82,244 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 82,195
Change-82,195 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 82,097
Change-82,097 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 81,866
Change-81,866 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 81,306
Change-81,306 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 80,642
Change-80,642 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 80,521
Change-80,521 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 80,521
Change-80,521 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 78,709
Change-78,709 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 78,654
Change-78,654 (-100%)
Value—
WIT, LLC
N/A
Shares— from 76,599
Change-76,599 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 75,700
Change-75,700 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 74,851
Change-74,851 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 74,353
Change-74,353 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 71,305
Change-71,305 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 69,429
Change-69,429 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 68,570
Change-68,570 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 67,313
Change-67,313 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 66,889
Change-66,889 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 66,258
Change-66,258 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 65,028
Change-65,028 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 61,238
Change-61,238 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 60,688
Change-60,688 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 58,782
Change-58,782 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 57,548
Change-57,548 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 56,928
Change-56,928 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 56,928
Change-56,928 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 56,778
Change-56,778 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 55,041
Change-55,041 (-100%)
Value—
EFG International AG
N/A
Shares— from 54,784
Change-54,784 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 54,696
Change-54,696 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 54,337
Change-54,337 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 54,150
Change-54,150 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 54,148
Change-54,148 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 53,875
Change-53,875 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 53,862
Change-53,862 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 53,377
Change-53,377 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 53,139
Change-53,139 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 52,683
Change-52,683 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 51,955
Change-51,955 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 51,949
Change-51,949 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 51,572
Change-51,572 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 51,165
Change-51,165 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 49,288
Change-49,288 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 49,049
Change-49,049 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 47,229
Change-47,229 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 46,168
Change-46,168 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 46,148
Change-46,148 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 44,687
Change-44,687 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 42,761
Change-42,761 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 42,199
Change-42,199 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 42,089
Change-42,089 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 41,831
Change-41,831 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 40,894
Change-40,894 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 40,612
Change-40,612 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 40,551
Change-40,551 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 40,360
Change-40,360 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 39,886
Change-39,886 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 39,740
Change-39,740 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 39,324
Change-39,324 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 39,090
Change-39,090 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 39,028
Change-39,028 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 38,536
Change-38,536 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 37,977
Change-37,977 (-100%)
Value—
Blair William & Co
N/A
Shares— from 37,857
Change-37,857 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 37,200
Change-37,200 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 37,096
Change-37,096 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 37,081
Change-37,081 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 36,931
Change-36,931 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 36,294
Change-36,294 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 35,514
Change-35,514 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 35,065
Change-35,065 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 34,992
Change-34,992 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 34,367
Change-34,367 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 32,971
Change-32,971 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 32,536
Change-32,536 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 32,176
Change-32,176 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 31,552
Change-31,552 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 31,326
Change-31,326 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 30,387
Change-30,387 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 30,003
Change-30,003 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 29,852
Change-29,852 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 29,547
Change-29,547 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 29,396
Change-29,396 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 29,083
Change-29,083 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 29,020
Change-29,020 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 28,883
Change-28,883 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 28,856
Change-28,856 (-100%)
Value—
Centennial Bank
N/A
Shares— from 28,849
Change-28,849 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 28,587
Change-28,587 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 27,923
Change-27,923 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 27,699
Change-27,699 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 27,048
Change-27,048 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 26,010
Change-26,010 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 25,971
Change-25,971 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 25,844
Change-25,844 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 25,841
Change-25,841 (-100%)
Value—
Croban
N/A
Shares— from 25,832
Change-25,832 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 25,824
Change-25,824 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 25,408
Change-25,408 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 25,361
Change-25,361 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 25,263
Change-25,263 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 25,058
Change-25,058 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 24,972
Change-24,972 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 24,293
Change-24,293 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 24,290
Change-24,290 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 24,039
Change-24,039 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 24,028
Change-24,028 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 23,125
Change-23,125 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 23,102
Change-23,102 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 22,815
Change-22,815 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,492
Change-22,492 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 22,315
Change-22,315 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 21,682
Change-21,682 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 21,367
Change-21,367 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 21,028
Change-21,028 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 20,808
Change-20,808 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 20,637
Change-20,637 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 20,618
Change-20,618 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 20,246
Change-20,246 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 20,069
Change-20,069 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 19,681
Change-19,681 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 19,542
Change-19,542 (-100%)
Value—
Nwam LLC
N/A
Shares— from 19,379
Change-19,379 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 19,319
Change-19,319 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 19,261
Change-19,261 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 19,155
Change-19,155 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 19,093
Change-19,093 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,735
Change-18,735 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 18,507
Change-18,507 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 18,319
Change-18,319 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 17,769
Change-17,769 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 17,680
Change-17,680 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 17,633
Change-17,633 (-100%)
Value—
Stephens Inc
N/A
Shares— from 17,553
Change-17,553 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 17,335
Change-17,335 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 17,150
Change-17,150 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 17,040
Change-17,040 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 16,970
Change-16,970 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 16,832
Change-16,832 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 16,470
Change-16,470 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 16,458
Change-16,458 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 16,178
Change-16,178 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 16,159
Change-16,159 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 16,102
Change-16,102 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 16,041
Change-16,041 (-100%)
Value—
EWA, LLC
N/A
Shares— from 15,824
Change-15,824 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,570
Change-15,570 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 15,517
Change-15,517 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 15,448
Change-15,448 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 15,155
Change-15,155 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 15,013
Change-15,013 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 14,919
Change-14,919 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 14,540
Change-14,540 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 14,508
Change-14,508 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 14,024
Change-14,024 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 13,938
Change-13,938 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 13,888
Change-13,888 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 13,709
Change-13,709 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 13,649
Change-13,649 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 13,510
Change-13,510 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 13,501
Change-13,501 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 13,445
Change-13,445 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 13,128
Change-13,128 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 12,933
Change-12,933 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 12,737
Change-12,737 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 12,717
Change-12,717 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 12,698
Change-12,698 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 12,518
Change-12,518 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 12,456
Change-12,456 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 12,432
Change-12,432 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 12,119
Change-12,119 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 12,045
Change-12,045 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 12,030
Change-12,030 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 11,731
Change-11,731 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 11,714
Change-11,714 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 11,590
Change-11,590 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 11,423
Change-11,423 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 11,398
Change-11,398 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 11,350
Change-11,350 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,272
Change-11,272 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 11,220
Change-11,220 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 11,218
Change-11,218 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 11,210
Change-11,210 (-100%)
Value—
Rogco, LP
N/A
Shares— from 11,167
Change-11,167 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 11,057
Change-11,057 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 11,036
Change-11,036 (-100%)
Value—
United Bank
N/A
Shares— from 10,971
Change-10,971 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,887
Change-10,887 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 10,725
Change-10,725 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,709
Change-10,709 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 10,697
Change-10,697 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 10,396
Change-10,396 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 10,287
Change-10,287 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 10,229
Change-10,229 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 10,193
Change-10,193 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 10,067
Change-10,067 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,053
Change-10,053 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 10,016
Change-10,016 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 9,832
Change-9,832 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 9,796
Change-9,796 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 9,695
Change-9,695 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 9,677
Change-9,677 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,558
Change-9,558 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 9,384
Change-9,384 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 9,348
Change-9,348 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 8,969
Change-8,969 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,968
Change-8,968 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 8,946
Change-8,946 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 8,764
Change-8,764 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,696
Change-8,696 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 8,582
Change-8,582 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 8,496
Change-8,496 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 8,351
Change-8,351 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 8,319
Change-8,319 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 8,286
Change-8,286 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 8,232
Change-8,232 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 8,212
Change-8,212 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 8,170
Change-8,170 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 8,106
Change-8,106 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,994
Change-7,994 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 7,990
Change-7,990 (-100%)
Value—
Members Trust Co
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 7,484
Change-7,484 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 7,418
Change-7,418 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 7,367
Change-7,367 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 7,261
Change-7,261 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,216
Change-7,216 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 7,074
Change-7,074 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 7,022
Change-7,022 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 7,015
Change-7,015 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 6,707
Change-6,707 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 6,568
Change-6,568 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,509
Change-6,509 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 6,324
Change-6,324 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 6,302
Change-6,302 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 6,298
Change-6,298 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 6,219
Change-6,219 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 6,156
Change-6,156 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Invst, LLC
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,728
Change-5,728 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 5,632
Change-5,632 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 5,435
Change-5,435 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,463
Change-4,463 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
10Elms LLP
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 3,316
Change-3,316 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 985
Change-985 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 954
Change-954 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 933
Change-933 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 861
Change-861 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 767
Change-767 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Motco
N/A
Shares— from 726
Change-726 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 707
Change-707 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
S&T Bank
N/A
Shares— from 401
Change-401 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 348
Change-348 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 344
Change-344 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
CNB Bank
N/A
Shares— from 300
Change-300 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 253
Change-253 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 232
Change-232 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 39
Change-39 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 23
Change-23 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 21
Change-21 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7
Change-7 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
INCREASED15,543,07714,801,826+741,251+5%$1.6B$1.6B-$21.6M2026-11-02
LPL Financial LLC
INCREASED15,535,69012,757,070+2,778,620+22%$1.4B$1.6B+$197.7M2026-11-06
Fisher Asset Management, LLC
INCREASED13,745,70812,648,532+1,097,176+9%$1.4B$1.4B+$28.5M2026-11-06
Bank of New York Mellon Corp
INCREASED7,709,1757,514,130+195,045+3%$808.7M$779.4M-$29.3M2026-11-05
PNC Financial Services Group, Inc.
DECREASED6,069,5967,256,953-1,187,357-16%$781.0M$613.6M-$167.4M2026-11-06
US Bancorp \de\
DECREASED5,284,9795,353,257-68,278-1%$576.1M$534.3M-$41.8M2026-11-05
Assetmark, Inc
INCREASED3,469,3603,352,646+116,714+3%$360.8M$350.8M-$10.1M2026-10-21
Commonwealth Equity Services, LLC
DECREASED2,766,2162,808,282-42,066-1%$302.2M$279.7M-$22.6M2026-11-02
Orgel Wealth Management, LLC
DECREASED2,526,0622,708,345-182,283-7%$291.5M$255.4M-$36.1M2026-10-14
Facet Wealth, Inc.
INCREASED2,268,6681,883,582+385,086+20%$202.7M$229.4M+$26.7M2026-11-04
Park Avenue Securities LLC
INCREASED1,517,4441,120,668+396,776+35%$120.6M$153.4K-$120.5M2026-10-26
Wedmont Private Capital
INCREASED1,235,371477,489+757,882+159%$51.1M$124.5M+$73.4M2026-10-09
Citigroup Inc
DECREASED1,216,4941,323,673-107,179-8%$142.5M$123.0M-$19.5M2026-11-04
Truist Financial Corp
INCREASED1,039,321945,128+94,193+10%$101.7M$105.1M+$3.4M2026-10-30
Choreo, LLC
INCREASED928,560450,490+478,070+106%$48.5M$93.9M+$45.4M2026-10-28
Signaturefd, LLC
DECREASED916,9841,104,580-187,596-17%$118.9M$92.7M-$26.2M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED733,107652,810+80,297+12%$69.9M$73.9M+$4.0M2026-10-13
Sofi Wealth, LLC
INCREASED732,272666,493+65,779+10%$71.7M$74.0M+$2.3M2026-10-27
Farther Finance Advisors, LLC
INCREASED705,609618,645+86,964+14%$66.6M$71.3M+$4.8M2026-10-08
Lutz Financial Services LLC
INCREASED695,367357,361+338,006+95%$38.5M$70.3M+$31.8M2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED687,661643,767+43,894+7%$69.3M$69.5M+$240.3K2026-10-20
Foster Group, Inc.
INCREASED673,637566,053+107,584+19%$60.9M$68.1M+$7.2M2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED656,492630,739+25,753+4%$67.9M$66.4M-$1.5M2026-10-13
Kestra Investment Management, LLC
INCREASED643,393616,563+26,830+4%$66.4M$65.0M-$1.3M2026-11-04
Kestra Advisory Services, LLC
INCREASED605,173385,709+219,464+57%$41.5M$61.2M+$19.7M2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED591,044436,441+154,603+35%$47.0M$59.8M+$12.8M2026-10-14
Fifth Third Bancorp
INCREASED582,488568,602+13,886+2%$61.2M$58.9M-$2.3M2026-11-05
Gradient Investments LLC
INCREASED551,931474,766+77,165+16%$51.1M$55.8M+$4.7M2026-10-08
Wealthcare Advisory Partners LLC
DECREASED547,760576,272-28,512-5%$62.0M$55.4M-$6.6M2026-10-21
Retirement Investment Advisors, Inc.
INCREASED544,238543,022+1,216+0%$58.0M$55.0M-$3.0M2026-10-22
Merit Financial Group, LLC
INCREASED544,043359,522+184,521+51%$38.7M$55.0M+$16.3M2026-11-06
Crestwood Advisors Group, LLC
DECREASED520,866616,861-95,995-16%$66.4M$52.7M-$13.7M2026-10-27
Thrivent Financial for Lutherans
INCREASED509,114393,335+115,779+29%$42.3M$51.6M+$9.2M2026-11-05
Rockwood Wealth Management, LLC
INCREASED449,668281,594+168,074+60%$30.3M$45.5M+$15.2M2026-10-27
Cahaba Wealth Management, Inc.
INCREASED425,586408,101+17,485+4%$43.9M$43.0M-$893.1K2026-10-26
Liquid Strategies, LLC
INCREASED423,570396,261+27,309+7%$42.6M$42.8M+$177.3K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED420,625427,319-6,694-2%$46.0M$42.5K-$45.9M2026-11-02
Allworth Financial LP
INCREASED416,782361,425+55,357+15%$38.9M$44.9M+$6.0M2026-11-06
Ascent Group, LLC
INCREASED414,487411,221+3,266+1%$44.3M$41.9M-$2.4M2026-10-30
JFS Wealth Advisors, LLC
INCREASED409,259387,660+21,599+6%$41.7M$41.4M-$343.9K2026-11-03
Charles Schwab Trust Co
INCREASED399,584175,484+224,100+128%$18.9M$40.4M+$21.5M2026-10-15
Schneider Downs Wealth Management Advisors, LP
DECREASED379,930382,510-2,580-1%$41.2M$38.4M-$2.8M2026-10-27
Cardinal Point Capital Management ULC
INCREASED373,539368,010+5,529+2%$39.6M$37.8M-$1.8M2026-10-21
Parcion Private Wealth LLC
DECREASED348,153503,579-155,426-31%$54.2M$35.2M-$19.0M2026-10-28
Vise Technologies, Inc.
INCREASED344,694284,540+60,154+21%$30.6M$34.8M+$4.2M2026-10-29
Trust Co
INCREASED331,253317,842+13,411+4%$34.2M$33.5M-$716.5K2026-10-09
Sagespring Wealth Partners, LLC
INCREASED325,960219,617+106,343+48%$23.6M$33.0M+$9.3M2026-10-22
New York Life Investment Management LLC
DECREASED321,574417,162-95,588-23%$44.9M$32.5M-$12.4M2026-11-04
Wesbanco Bank Inc
INCREASED319,974291,624+28,350+10%$31.4M$32.3M+$964.8K2026-11-04
Balentine LLC
DECREASED319,698329,446-9,748-3%$35.5M$32.3M-$3.1M2026-11-03
Legacy Private Trust Co.
INCREASED314,80872,195+242,613+336%$7.8M$31.8M+$24.1M2026-10-06
Avantax Planning Partners, Inc.
DECREASED313,854537,122-223,268-42%$57.8M$31.7M-$26.1M2026-11-03
Russell Investments Group, Ltd.
INCREASED294,832256,103+38,729+15%$27.6M$29.8M+$2.2M2026-11-06
Aspiriant, LLC
INCREASED294,198280,348+13,850+5%$30.2M$29.7M-$427.8K2026-10-16
TD Private Client Wealth LLC
INCREASED285,99063,764+222,226+349%$6.9M$28.9M+$22.1M2026-10-28
Atlatl Advisers LLC
INCREASED271,730260,812+10,918+4%$28.1M$27.5M-$596.7K2026-10-22
Savant Capital, LLC
INCREASED271,170175,533+95,637+54%$18.7M$27.4M+$8.7M2026-11-06
Ackerman Capital Advisors, LLC
DECREASED269,537275,545-6,008-2%$29.7M$27.3M-$2.4M2026-10-30
Salomon & Ludwin, LLC
INCREASED262,739253,804+8,935+4%$27.3M$26.6M-$740.7K2026-10-29
Global Strategic Investment Solutions, LLC
DECREASED261,197273,481-12,284-4%$29.4M$26.4M-$3.0M2026-10-16
CX Institutional
INCREASED253,468237,041+16,427+7%$25.5K$25.6K+$1162026-10-02
First Command Advisory Services, Inc.
INCREASED237,166112,432+124,734+111%$12.1M$24.0M+$11.9M2026-11-05
Unique Wealth, LLC
INCREASED235,087232,682+2,405+1%$25.0M$23.8M-$1.3M2026-10-16
Gamma Investing LLC
DECREASED221,161250,754-29,593-12%$27.0M$22.4M-$4.6M2026-10-08
Modera Wealth Management, LLC
INCREASED219,015215,871+3,144+1%$23.2M$22.1M-$1.1M2026-10-28
Legacy Edge Advisors, LLC
DECREASED215,004281,933-66,929-24%$30.3M$21.7M-$8.6M2026-11-06
Brown Wealth Management, LLC
INCREASED211,411193,485+17,926+9%$20.8M$21.4M+$550.9K2026-10-20
Black Diamond Financial, LLC
INCREASED208,388177,822+30,566+17%$19.1M$21.1M+$1.9M2026-10-26
Waldron Private Wealth LLC
DECREASED207,994212,725-4,731-2%$22.9M$21.0M-$1.9M2026-11-02
Morton Brown Family Wealth, LLC
INCREASED207,197202,817+4,380+2%$21.8M$20.9M-$879.5K2026-10-23
Triad Wealth Partners, LLC
INCREASED205,696183,286+22,410+12%$19.3M$20.8M+$1.5M2026-10-26
North Star Investment Management Corp.
INCREASED205,451151,402+54,049+36%$16.3M$20.8M+$4.5M2026-10-27
Apella Capital, LLC
INCREASED200,528193,569+6,959+4%$20.8M$20.2M-$601.3K2026-10-08
First Citizens Bank & Trust Co
DECREASED195,475210,114-14,639-7%$22.6M$19.8M-$2.8M2026-10-14
Capital Asset Advisory Services LLC
INCREASED190,202187,972+2,230+1%$20.2M$19.6M-$593.1K2026-10-30
Symmetry Partners, LLC
INCREASED189,786179,029+10,757+6%$19.3M$19.2M-$79.8K2026-10-27
Perigon Wealth Management, LLC
DECREASED188,569209,187-20,618-10%$22.5M$19.1M-$3.4M2026-10-22
Stairway Partners, LLC
DECREASED188,555188,745-1900%$20.3M$19.1M-$1.2M2026-10-02
Revolve Wealth Partners, LLC
INCREASED187,229123,079+64,150+52%$13.2M$18.9M+$5.7M2026-10-23
BIP Wealth, LLC
INCREASED186,967123,417+63,550+51%$13.3M$18.9M+$5.6M2026-10-22
Waterway Wealth Management, LLC
INCREASED185,842155,846+29,996+19%$16.8M$18.8M+$2.0M2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED180,021164,242+15,779+10%$17.7M$18.2M+$524.3K2026-10-16
Confluence Wealth Services, Inc.
INCREASED176,206113,268+62,938+56%$12.2M$17.8M+$5.6M2026-11-05
RMR Wealth Builders
INCREASED172,822162,583+10,239+6%$17.5M$17.5M-$24.9K2026-10-22
Brookstone Capital Management
DECREASED172,228180,977-8,749-5%$19.5M$17.4M-$2.1M2026-10-22
Resonant Capital Advisors, LLC
DECREASED171,590254,378-82,788-33%$27.4M$17.3M-$10.0M2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED166,211236,723-70,512-30%$25.5M$16.8M-$8.7M2026-11-04
Regions Financial Corp
DECREASED166,174167,042-868-1%$18.0M$16.8M-$1.2M2026-11-05
Avior Wealth Management, LLC
DECREASED165,472199,103-33,631-17%$21.4M$16.7M-$4.7M2026-10-13
Aspen Wealth Management LLC
INCREASED163,83185,027+78,804+93%$9.2M$16.6M+$7.4M2026-10-14
Allspring Global Investments Holdings, LLC
NEW159,113—+159,113——$16.2M—2026-11-04
Diversify Wealth Management, LLC
INCREASED158,179103,765+54,414+52%$11.0M$16.2M+$5.2M2026-10-20
Diversify Advisory Services, LLC
INCREASED158,179103,765+54,414+52%$11.0M$16.2M+$5.2M2026-10-20
RTD Financial Advisors, Inc.
DECREASED155,559165,842-10,283-6%$17.8M$15.7M-$2.1M2026-10-09
Towercrest Capital Management
INCREASED150,731144,937+5,794+4%$15.6M$15.2M-$359.2K2026-10-23
Single Point Partners, LLC
INCREASED150,031128,051+21,980+17%$13.8M$15.2M+$1.4M2026-10-19
Univest Financial Corp
DECREASED147,575148,493-918-1%$16.0M$14.9M-$1.1M2026-11-05
Altura Wealth Advisors Inc.
DECREASED147,259174,883-27,624-16%$18.8M$14.9M-$3.9M2026-10-22
Atria Investments, Inc
INCREASED146,164116,329+29,835+26%$12.5M$14.8M+$2.3M2026-10-15
Citizens Financial Group Inc
INCREASED145,325138,490+6,835+5%$14.9M$14.7M-$211.9K2026-10-23
Stage Harbor Financial, LLC
DECREASED144,113148,320-4,207-3%$16.0M$14.6M-$1.4M2026-11-03
Imc-Chicago, LLC
NEW140,953—+140,953——$14.3M—2026-11-05
Compound Planning, Inc.
INCREASED138,195104,620+33,575+32%$11.3M$14.0M+$2.7M2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED136,62567,604+69,021+102%$7.3M$13.8M+$6.5M2026-11-03
AMG National Trust Bank
INCREASED135,087129,267+5,820+5%$13.9M$13.7M-$254.4K2026-11-05
First Financial Bank - Trust Division
DECREASED134,957136,174-1,217-1%$14.7M$13.6M-$1.0M2026-10-01
Chesley Taft & Associates LLC
DECREASED134,801138,943-4,142-3%$15.0M$13.6M-$1.3M2026-10-13
May Hill Capital, LLC
INCREASED134,085105,020+29,065+28%$11.3M$13.6M+$2.3M2026-11-03
Simplex Trading, LLC
NEW133,229—+133,229——$13.5M—2026-11-04
City of London Investment Management Co LTD
DECREASED132,037171,791-39,754-23%$18.5M$13.3M-$5.1M2026-10-30
Lido Advisors, LLC
DECREASED130,616142,258-11,642-8%$15.3M$13.2M-$2.1M2026-11-04
Verus Wealth Management, LLC
INCREASED129,305123,546+5,759+5%$13.3M$13.1M-$223.3K2026-10-13
Crusonia Wealth Advisors LLC
INCREASED129,17926,990+102,189+379%$2.9M$13.1M+$10.2M2026-10-26
Clearstead Advisors, LLC
INCREASED128,815125,216+3,599+3%$13.5M$13.0M-$452.5K2026-11-06
Vicus Capital
DECREASED128,652183,682-55,030-30%$19.8M$13.0M-$6.8M2026-11-05
Colony Family Offices, LLC
NEW127,793—+127,793——$12.9M—2026-10-22
Rinkey Investments
INCREASED127,395115,606+11,789+10%$12.4M$12.9M+$438.2K2026-10-28
Brooklyn FI, LLC
DECREASED127,182132,488-5,306-4%$14.0M$13.3M-$755.1K2026-11-05
Integrated Advisors Network LLC
INCREASED122,830118,874+3,956+3%$12.8M$12.4M-$375.1K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED120,700120,144+556+0%$12.9M$12.2M-$727.1K2026-11-06
Simplicity Wealth,LLC
INCREASED119,75280,728+39,024+48%$8.7M$12.1M+$3.4M2026-10-23
Global Wealth Strategies & Associates
DECREASED115,195119,218-4,023-3%$12.8M$11.6M-$1.2M2026-10-02
Diversified Enterprises, LLC
INCREASED114,459111,904+2,555+2%$12.0M$11.6M-$471.4K2026-10-19
Wealthcare Capital Management LLC
DECREASED114,200115,086-886-1%$12.4M$11.5M-$839.9K2026-10-21
CWA Asset Management Group, LLC
INCREASED114,171100,214+13,957+14%$10.8M$11.5M+$757.7K2026-10-19
Nisa Investment Advisors, LLC
DECREASED113,545119,145-5,600-5%$12.8M$11.5M-$1.3M2026-10-20
Tenret Co LLC
NEW111,749—+111,749——$11.3M—2026-11-02
ForthRight Wealth Management, LLC
INCREASED111,3389,337+102,001+1092%$1.0M$11.3M+$10.3M2026-11-06
PDS Planning, Inc
DECREASED108,960148,686-39,726-27%$16.0M$11.0M-$5.0M2026-11-03
Veery Capital, LLC
DECREASED106,827113,805-6,978-6%$12.2M$10.8M-$1.4M2026-10-07
Martel Wealth Advisors LLC
INCREASED106,576104,632+1,944+2%$11.3M$10.8M-$485.7K2026-10-14
Angeles Wealth Management, LLC
DECREASED104,905778,690-673,785-87%$83.8M$10.6M-$73.2M2026-10-26
Wrenne Financial Planning LLC
INCREASED104,27982,514+21,765+26%$8.9M$10.5M+$1.7M2026-10-30
Apeiron RIA LLC
INCREASED103,91651,545+52,371+102%$5.5M$10.5M+$5.0M2026-10-08
Albion Financial Group
DECREASED103,354115,617-12,263-11%$12.4M$10.4M-$2.0M2026-10-21
Stone House Investment Management, LLC
INCREASED101,23874,997+26,241+35%$8.1M$10.2M+$2.2M2026-10-23
Founders Financial Securities LLC
INCREASED100,90290,118+10,784+12%$9.7M$10.2M+$502.7K2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED100,900103,476-2,576-2%$11.1M$10.2M-$935.2K2026-10-29
Level Wealth Management LLC
INCREASED98,85856,977+41,881+74%$6.1M$10.0M+$3.9M2026-10-23
JB Capital LLC
INCREASED97,33956,393+40,946+73%$6.1M$9.8M+$3.8M2026-10-19
Brandywine OAK Private Wealth LLC
INCREASED97,26891,665+5,603+6%$9.9M$9.8M-$31.2K2026-10-23
Catalyst Financial Partners LLC
INCREASED97,21088,234+8,976+10%$9.5M$9.8M+$332.2K2026-11-06
25 LLC
INCREASED96,46884,806+11,662+14%$9.1M$9.8M+$626.0K2026-10-13
Weitzel Financial Services, Inc.
INCREASED95,16194,866+295+0%$10.2M$9.7M-$533.6K2026-10-16
Aquire Wealth Advisors, LLC
INCREASED94,31793,898+419+0%$10.1M$9.5M-$569.9K2026-10-23
Proathlete Wealth Management LLC
INCREASED93,78674,070+19,716+27%$8.0M$9.5M+$1.5M2026-10-15
Alliance Wealth Management Group
INCREASED93,10791,254+1,853+2%$9.8M$9.4M-$407.6K2026-10-29
Patriot Investment Management Group, Inc.
INCREASED92,76986,895+5,874+7%$9.4M$9.4M+$27.4K2026-10-15
Saxon Interests, Inc.
NEW92,563—+92,563——$9.4M—2026-10-26
Heritage Wealth Management, Inc. s
DECREASED92,00597,202-5,197-5%$10.5M$9.3M-$1.2M2026-11-06
Mainsail Financial Group, LLC
INCREASED91,86769,453+22,414+32%$7.5M$9.3M+$1.8M2026-10-23
One Wealth Capital Management, LLC
DECREASED89,354135,376-46,022-34%$14.6M$9.0M-$5.5M2026-10-23
Mather Group, Llc.
DECREASED88,64490,082-1,438-2%$9.7M$9.0M-$732.7K2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED87,638121,234-33,596-28%$13.0M$8.9M-$4.2M2026-10-21
Ullmann Wealth Partners Group, LLC
DECREASED87,39590,395-3,000-3%$9.7M$8.8M-$892.7K2026-11-02
Diversified Portfolios, Inc.
DECREASED86,673116,918-30,245-26%$12.6M$8.8M-$3.8M2026-11-04
Orin Green Financial, LLC
INCREASED85,68884,531+1,157+1%$9.1M$8.7M-$434.2K2026-10-19
BCO Wealth Management LLC
INCREASED84,85383,192+1,661+2%$9.0M$8.6M-$374.5K2026-10-14
Wealth Advisory Solutions, LLC
UNCHANGED81,25481,25400%$8.7M$8.2M-$529.8K2026-10-20
Pines Wealth Management, LLC
INCREASED80,11376,275+3,838+5%$8.2M$8.1M-$109.3K2026-10-21
Slow Capital, Inc.
DECREASED77,422205,251-127,829-62%$22.1M$7.8M-$14.3M2026-10-23
Fulton Breakefield Broenniman LLC
INCREASED76,70070,889+5,811+8%$7.6M$7.8M+$125.3K2026-11-03
Harbor Group, Inc.
INCREASED76,54975,130+1,419+2%$8.1M$7.7M-$346.4K2026-10-14
Naples Global Advisors, LLC
INCREASED76,46175,271+1,190+2%$8.1M$7.7M-$370.5K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED76,16269,459+6,703+10%$7.5M$7.7M+$219.7K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED75,41262,742+12,670+20%$6.8M$7.6M+$871.9K2026-10-16
HUB Investment Partners, LLC
INCREASED75,39664,714+10,682+17%$7.0M$7.6M+$658.0K2026-11-03
Watershed Private Wealth LLC
INCREASED73,11441,773+31,341+75%$4.5M$7.4M+$2.9M2026-10-30
IMPACTfolio, LLC
INCREASED72,88669,350+3,536+5%$7.5M$7.4M-$94.7K2026-10-28
Fiduciary Financial Group, LLC
DECREASED72,51792,293-19,776-21%$9.9M$7.3M-$2.6M2026-10-13
Bare Financial Services, Inc
INCREASED71,47870,033+1,445+2%$7.5M$7.2M-$310.5K2026-11-04
Aletheian Wealth Advisors LLC
INCREASED71,20958,503+12,706+22%$6.3M$7.2M+$903.1K2026-10-08
Legacy Financial Strategies, LLC
DECREASED70,83672,042-1,206-2%$7.8M$7.2M-$591.6K2026-10-15
Gerber Kawasaki Wealth & Investment Management
DECREASED70,56077,176-6,616-9%$8.3M$7.1M-$1.2M2026-10-29
Focus Financial Network, Inc.
DECREASED70,51870,944-426-1%$7.6M$7.1M-$505.6K2026-10-14
Presilium Private Wealth, LLC
INCREASED68,21461,109+7,105+12%$6.6M$6.9M+$319.9K2026-10-26
Cullen T Bankers, Inc.
INCREASED67,8492,747+65,102+2370%$295.6K$6.9M+$6.6M2026-10-28
Hobart Private Capital, LLC
INCREASED67,68964,424+3,265+5%$6.9M$6.8M-$90.0K2026-10-19
Connecticut Wealth Management, LLC
DECREASED66,51178,464-11,953-15%$8.4M$6.7M-$1.7M2026-10-13
Sterling Investment Advisors, Ltd.
INCREASED66,48962,389+4,100+7%$6.7M$6.7M+$7.7K2026-10-27
Heck Capital Advisors, LLC
NEW66,367—+66,367——$6.7M—2026-10-14
Sterling Investment Counsel, LLC
NEW66,138—+66,138——$6.7M—2026-10-19
Zions Bancorporation, National Association
DECREASED66,09666,767-671-1%$7.2M$6.7M-$503.2K2026-11-06
Prospect Financial Group LLC
NEW65,801—+65,801——$6.7M—2026-11-05
Joel Isaacson & Co., LLC
INCREASED65,53664,375+1,161+2%$6.9M$6.6M-$302.3K2026-11-05
Mariner Investment Group LLC
INCREASED65,31545,454+19,861+44%$4.9M$6.6M+$1.7M2026-11-04
Advus Financial Partners, LLC
DECREASED64,98465,162-1780%$7.0M$6.6M-$442.9K2026-10-20
Johnson Bixby & Associates, LLC
INCREASED64,43163,831+600+1%$6.9M$6.5M-$355.5K2026-10-14
Precedent Wealth Partners, LLC
INCREASED63,08856,153+6,935+12%$6.0M$6.4M+$335.0K2026-10-21
Kings Path Partners LLC
DECREASED62,82263,026-2040%$6.8M$6.4M-$431.6K2026-10-21
Elyxium Wealth, LLC
NEW62,372—+62,372——$6.3M—2026-10-27
Sincerus Advisory, LLC
INCREASED61,72954,239+7,490+14%$5.8M$6.2M+$403.7K2026-10-09
Private Wealth Management Group, LLC
DECREASED61,36565,597-4,232-6%$7.1M$6.2M-$855.5K2026-10-19
First Citizens Asset Management, Inc.
DECREASED60,95462,199-1,245-2%$6.7M$6.2M-$531.4K2026-11-06
Confluence Investment Management LLC
INCREASED60,83430,098+30,736+102%$3.2M$6.2M+$2.9M2026-10-01
San Luis Wealth Advisors LLC
DECREASED60,68160,921-2400%$6.6M$6.1M-$421.4K2026-10-27
First Business Financial Services, Inc.
INCREASED59,70654,736+4,970+9%$5.9M$6.0M+$145.6K2026-10-29
Avant Financial Advisors LLC
INCREASED59,29842,679+16,619+39%$4.6M$6.0M+$1.4M2026-11-02
Somnio Financial Group, LLC
INCREASED59,01557,969+1,046+2%$6.2M$6.0M-$272.2K2026-10-26
AUA Capital Management, LLC
DECREASED58,59164,111-5,520-9%$6.9M$5.9M-$976.1K2026-10-15
Prospera Financial Services Inc
DECREASED58,30361,228-2,925-5%$6.6M$6.1M-$515.4K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED58,19452,579+5,615+11%$5.7M$5.9M+$224.9K2026-10-27
Prosperity Planning, Inc.
INCREASED57,88523,787+34,098+143%$2.6M$5.9M+$3.3M2026-10-09
Skyline Advisors, Inc.
DECREASED57,61692,092-34,476-37%$9.9M$5.8M-$4.1M2026-11-03
Daymark Wealth Partners, LLC
INCREASED57,19731,614+25,583+81%$3.4M$5.8M+$2.4M2026-11-04
Partners in Financial Planning
DECREASED56,77063,857-7,087-11%$6.9M$5.7M-$1.1M2026-11-06
Veratis Advisors, Inc.
INCREASED56,47254,980+1,492+3%$5.9M$5.7M-$207.6K2026-11-03
Gutierrez Wealth Advisory, LLC
INCREASED56,15533,954+22,201+65%$3.7M$5.7M+$2.0M2026-11-02
Westside Investment Management, Inc.
INCREASED55,29951,072+4,227+8%$5.5M$5.6M+$94.2K2026-11-02
Investment Partners, Ltd.
INCREASED54,57227,477+27,095+99%$3.0M$5.5M+$2.6M2026-10-29
Financial Planning Fort Collins, LLC
DECREASED53,60357,194-3,591-6%$6.1M$5.4M-$697.1K2026-10-16
K2 Financial Inc.
INCREASED53,20046,556+6,644+14%$5.0M$5.4M+$373.7K2026-10-26
Sovran Advisors, LLC
INCREASED52,76239,430+13,332+34%$4.2M$5.5M+$1.3M2026-11-02
Visionary Wealth Advisors
DECREASED52,73359,571-6,838-11%$6.4M$5.3M-$1.1M2026-11-04
Ironwood Wealth Management, Llc.
DECREASED52,47254,859-2,387-4%$5.9M$5.3M-$599.0K2026-10-28
Smart Wealth LLC
INCREASED51,88231,597+20,285+64%$3.4M$5.2M+$1.8M2026-11-04
Cardinal Strategic Wealth Guidance
DECREASED51,62779,993-28,366-35%$8.6M$5.2M-$3.4M2026-11-02
Midwest Trust Co
INCREASED51,40950,658+751+1%$5.5M$5.2M-$254.4K2026-10-22
Investment Research Partners LLC
INCREASED51,06839,159+11,909+30%$4.2M$5.2M+$948.6K2026-10-19
Thrive Wealth Management, LLC
INCREASED50,96747,970+2,997+6%$5.2M$5.2M-$9.8K2026-10-13
Fifth Third Securities, Inc.
INCREASED50,87927,747+23,132+83%$3.0M$5.1M+$2.2M2026-10-21
Capital Investment Services of America, Inc.
UNCHANGED50,87950,87900%$5.5M$5.1M-$331.7K2026-11-02
Forza Wealth Management, LLC
UNCHANGED50,70050,70000%$5.5M$5.1M-$330.6K2026-10-20
Detalus Advisors, LLC
INCREASED50,19116,990+33,201+195%$1.8M$5.1M+$3.2M2026-10-15
IFP Advisors, Inc
INCREASED49,86247,611+2,251+5%$5.1M$5.0M-$82.8K2026-10-16
Armor Investment Advisors, LLC
DECREASED49,85551,115-1,260-2%$5.5M$5.0M-$460.7K2026-10-27
Plancorp, LLC
INCREASED49,81920,855+28,964+139%$2.2M$5.2M+$3.0M2026-11-03
Conrad Siegel Investment Advisors, Inc.
INCREASED49,1182,764+46,354+1677%$297.5K$5.0M+$4.7M2026-10-08
Fragasso Financial Advisors Inc
DECREASED48,67789,065-40,388-45%$9.6M$4.9M-$4.7M2026-10-13
Smith & Howard Wealth Management, LLC
DECREASED48,56690,247-41,681-46%$9.7M$4.9M-$4.8M2026-10-27
Davidson Investment Advisors
DECREASED47,92148,395-474-1%$5.2M$4.8M-$363.5K2026-10-20
Traveka Wealth, LLC
INCREASED47,69247,231+461+1%$5.1M$4.8M-$261.4K2026-10-19
Flagstone Financial Management
INCREASED47,20631,197+16,009+51%$3.4M$4.8M+$1.4M2026-11-05
SVB Wealth LLC
DECREASED47,14965,327-18,178-28%$7.0M$4.8M-$2.3M2026-11-06
Moller Wealth Partners
DECREASED45,89269,518-23,626-34%$7.5M$4.6M-$2.8M2026-10-15
HMS Capital Management, LLC
INCREASED45,76438,318+7,446+19%$4.1M$4.6M+$502.9K2026-10-20
Hassell Wealth Management, LLC
UNCHANGED45,65545,65500%$4.9M$4.6M-$265.3K2026-10-19
LiftPoint Family Wealth Advisors LLC
INCREASED45,53730,140+15,397+51%$3.2M$4.6M+$1.4M2026-11-03
Motive Wealth Advisors
DECREASED45,51045,971-461-1%$4.9M$4.6M-$346.3K2026-10-26
Arkansas Financial Group, Inc.
INCREASED45,37844,980+398+1%$4.8M$4.6M-$253.0K2026-10-26
Exchange Bank
INCREASED45,15142,838+2,313+5%$4.6M$4.6M-$45.5K2026-10-07
Financial Life Advisors
DECREASED45,08948,143-3,054-6%$5.2M$4.6M-$622.7K2026-10-14
Blue Trust, Inc.
INCREASED45,08044,872+208+0%$4.8M$4.6M-$271.5K2026-10-15
Physician Wealth Solutions Inc.
INCREASED44,93224,681+20,251+82%$2.7M$4.5M+$1.9M2026-10-14
RFG Advisory, LLC
DECREASED44,78746,395-1,608-3%$5.0M$4.5M-$465.0K2026-11-03
MGO One Seven LLC
INCREASED44,49242,991+1,501+3%$4.6M$4.5M-$128.5K2026-10-28
StoneX Group Inc.
INCREASED44,15315,043+29,110+194%$1.6M$4.5M+$2.9M2026-11-03
Biltmore Family Office, LLC
DECREASED43,66847,079-3,411-7%$5.1M$4.4M-$651.8K2026-11-03
Insight Wealth Strategies, LLC
INCREASED43,62642,067+1,559+4%$4.5M$4.4M-$104.9K2026-10-09
Curbstone Financial Management Corp
DECREASED43,51244,042-530-1%$4.7M$4.4M-$340.7K2026-10-21
Cannon Financial Strategists, Inc.
INCREASED43,19025,325+17,865+71%$2.7M$4.4M+$1.6M2026-10-19
Carnegie Investment Counsel
INCREASED42,54529,781+12,764+43%$3.2M$4.3M+$1.1M2026-10-20
First National Trust Co
INCREASED42,45539,116+3,339+9%$4.2M$4.3M+$82.5K2026-10-28
Verus Capital Partners, LLC
INCREASED41,53933,743+7,796+23%$3.6M$4.2M+$568.3K2026-11-03
Austin Wealth Management, LLC
DECREASED41,32541,328-30%$4.4M$4.2M-$241.7K2026-11-06
Galvin, Gaustad & Stein, LLC
DECREASED41,11642,402-1,286-3%$4.6M$4.2M-$406.5K2026-10-08
Cornerstone Planning Group LLC
INCREASED40,88927,125+13,764+51%$2.9M$4.1M+$1.3M2026-10-16
VestGen Advisors, LLC
INCREASED40,78637,716+3,070+8%$4.1M$4.1M+$64.5K2026-10-27
Acropolis Investment Management, LLC
DECREASED40,58674,238-33,652-45%$8.0M$4.1M-$3.9M2026-10-08
Durante & Waters, LLC
INCREASED40,19139,170+1,021+3%$4.2M$4.1M-$152.2K2026-10-28
Wealth Management Resources, Inc.
INCREASED40,02838,846+1,182+3%$4.2M$4.0M-$133.8K2026-10-21
Leeward Financial Partners, LLC
DECREASED39,97940,562-583-1%$4.4M$4.0M-$323.4K2026-10-23
Wedbush Securities Inc
INCREASED39,88133,775+6,106+18%$3.6M$4.0K-$3.6M2026-10-22
Aspire Private Capital, LLC
INCREASED39,74537,009+2,736+7%$4.0M$4.0M+$35.3K2026-11-05
Vannoy Advisory Group, Inc.
DECREASED39,68648,181-8,495-18%$5.2M$4.0M-$1.2M2026-10-13
Sendero Wealth Management, LLC
NEW39,126—+39,126——$4.0M—2026-10-14
Baker Avenue Asset Management, LP
DECREASED39,02841,927-2,899-7%$4.5M$3.9M-$566.5K2026-11-06
Sharkey, Howes & Javer
INCREASED38,48632,328+6,158+19%$3.5M$3.9M+$411.8K2026-10-22
Higgins & Schmidt Wealth Strategies LLC
INCREASED38,38210,180+28,202+277%$1.1M$3.9M+$2.8M2026-10-26
Able Wealth Management LLC
INCREASED38,38125,381+13,000+51%$2.7M$3.9M+$1.1M2026-10-13
One Advisory Partners, LLC
DECREASED38,26339,425-1,162-3%$4.2M$3.9M-$374.5K2026-10-22
Opus Capital Group, LLC
DECREASED38,10450,151-12,047-24%$5.4M$3.9K-$5.4M2026-10-30
Private Trust Co NA
INCREASED37,91228,852+9,060+31%$3.1M$3.8M+$727.9K2026-10-20
Life Planning Partners, Inc
DECREASED37,84741,843-3,996-10%$4.5M$3.8M-$676.8K2026-10-28
SAX Wealth Advisors, LLC
DECREASED37,75439,878-2,124-5%$4.2M$3.8M-$416.2K2026-10-13
Chicago Partners Investment Group LLC
INCREASED37,60833,743+3,865+11%$3.6M$3.9M+$338.0K2026-10-27
CFS Investment Advisory Services, LLC
INCREASED37,50531,325+6,180+20%$3.4M$3.8M+$421.3K2026-10-19
Annex Advisory Services, LLC
INCREASED37,1276,313+30,814+488%$679.4K$3.8M+$3.1M2026-10-16
Eagle Rock Investment Company, LLC
INCREASED36,94636,667+279+1%$3.9M$3.7M-$210.9K2026-10-21
Dodds Wealth, LLC
NEW36,846—+36,846——$3.7M—2026-11-02
AlphaCore Capital LLC
INCREASED36,83120,654+16,177+78%$2.2M$3.7M+$1.5M2026-11-04
RCS Financial Planning, LLC
INCREASED36,46923,025+13,444+58%$2.5M$3.7M+$1.2M2026-10-14
Alpine Bank Wealth Management
NEW36,255—+36,255——$3.7M—2026-10-16
Northside Capital Management, LLC
INCREASED36,0077,319+28,688+392%$787.8K$3.6M+$2.9M2026-10-13
Equita Financial Network, Inc.
INCREASED35,81616,122+19,694+122%$1.7M$3.6M+$1.9M2026-10-19
Petersen Hastings Wealth Advisors Inc.
DECREASED35,54536,698-1,153-3%$3.9M$3.6M-$355.8K2026-10-27
Joel Adams & Associates, Inc.
INCREASED35,47130,985+4,486+14%$3.3M$3.6M+$251.6K2026-11-02
Balefire, LLC
INCREASED35,40423,448+11,956+51%$2.5M$3.6M+$1.1M2026-10-09
Traphagen Investment Advisors LLC
DECREASED35,27441,755-6,481-16%$4.5M$3.6M-$927.4K2026-10-14
Greenspring Advisors, LLC
DECREASED35,03750,266-15,229-30%$5.4M$3.5M-$1.9M2026-11-05
Tassel Capital Management, Inc.
INCREASED34,7886,184+28,604+463%$665.6K$3.5M+$2.9M2026-10-20
Gen-Wealth Partners Inc
INCREASED34,73529,481+5,254+18%$3.2M$3.5M+$339.0K2026-11-04
Bernardo Wealth Planning LLC
INCREASED34,68819,034+15,654+82%$2.0M$3.5M+$1.5M2026-10-23
Earned Wealth Advisors, LLC
INCREASED34,6752,227+32,448+1457%$239.7K$3.5M+$3.3M2026-11-06
McNaughton Wealth Management, LLC
INCREASED34,32229,421+4,901+17%$3.2M$3.5M+$303.7K2026-10-09
Sentinel Pension Advisors, LLC
INCREASED33,7476,253+27,494+440%$666.4K$3.4M+$2.7M2026-11-02
Meridian Wealth Management, LLC
INCREASED33,70933,697+12+0%$3.6M$3.4M-$218.5K2026-11-05
Sigma Planning Corp
DECREASED33,62536,079-2,454-7%$3.9M$3.4M-$483.2K2026-10-23
Apollon Wealth Management, LLC
INCREASED33,55130,658+2,893+9%$3.3M$3.4M+$92.5K2026-10-23
MCF Advisors LLC
DECREASED33,48533,569-840%$3.6M$3.4M-$227.4K2026-10-28
McAdam, LLC
INCREASED33,40429,996+3,408+11%$3.2M$3.4M+$149.0K2026-10-21
Trinity Wealth Management, LLC
INCREASED33,27833,168+110+0%$3.6M$3.4M-$205.1K2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED33,22426,541+6,683+25%$2.9M$3.4M+$502.6K2026-11-05
Level Four Advisory Services, LLC
INCREASED32,90031,784+1,116+4%$3.4M$3.3M-$94.4K2026-11-06
Paladin Wealth, LLC
INCREASED32,79725,409+7,388+29%$2.7M$3.3M+$581.2K2026-10-23
CGN Advisors LLC
DECREASED32,71539,258-6,543-17%$4.2M$3.3M-$917.4K2026-10-21
Bryn Mawr Trust Advisors, LLC
INCREASED32,71531,559+1,156+4%$3.4M$3.3M-$88.8K2026-11-04
Mccarter Private Wealth Services LLC
DECREASED32,38333,451-1,068-3%$3.6M$3.3M-$326.1K2026-10-22
Orrstown Financial Services Inc
INCREASED32,16211,822+20,340+172%$1.3M$3.3M+$2.0M2026-10-14
Smithbridge Asset Management Inc
DECREASED32,08333,333-1,250-4%$3.6M$3.2M-$343.7K2026-10-19
Ascentis Independent Advisors
NEW31,938—+31,938——$3.2M—2026-11-03
Joseph Group Capital Management
INCREASED31,90926,901+5,008+19%$2.9M$3.2M+$330.9K2026-11-04
Royal Harbor Partners, LLC
INCREASED31,85230,708+1,144+4%$3.3M$3.2M-$84.6K2026-10-29
Axxcess Wealth Management, LLC
DECREASED31,734214,584-182,850-85%$23.1M$3.2M-$19.9M2026-10-21
Procyon Advisors, LLC
INCREASED31,41227,232+4,180+15%$2.9M$3.2M+$245.0K2026-10-21
First Horizon Corp
DECREASED30,97737,084-6,107-16%$4.0M$3.1M-$859.2K2026-10-26
Spinnaker Investment Group, LLC
INCREASED30,84927,702+3,147+11%$3.0M$3.1M+$137.5K2026-10-13
Symphony Financial, Ltd. Co.
DECREASED30,73632,721-1,985-6%$3.5M$3.1M-$414.1K2026-10-22
Professional Financial Advisors, LLC
INCREASED30,36929,083+1,286+4%$3.1M$3.1M-$59.6K2026-10-13
Grove Bank & Trust
INCREASED30,26729,558+709+2%$3.2M$3.1M-$121.0K2026-10-08
Colton Groome Financial Advisors, LLC
INCREASED30,20530,025+180+1%$3.2M$3.1M-$177.5K2026-10-06
Kingswood Wealth Advisors, LLC
DECREASED30,02636,657-6,631-18%$3.9M$3.0M-$909.4K2026-10-23
Abound Wealth Management
INCREASED29,91825,863+4,055+16%$2.8M$3.0M+$241.4K2026-10-26
Larson Financial Group LLC
DECREASED29,90430,979-1,075-3%$3.3M$3.0M-$310.7K2026-11-05
Independent Financial Group, LLC
DECREASED29,48230,387-905-3%$3.3M$3.0M-$289.6K2026-10-13
D.A. Davidson & Co.
INCREASED29,3668,901+20,465+230%$957.9K$3.0M+$2.0M2026-10-28
TSA Wealth Managment LLC
INCREASED29,00210,471+18,531+177%$1.1M$2.9M+$1.8M2026-10-22
IFG Advisors, LLC
INCREASED28,96928,400+569+2%$3.1M$2.9M-$127.6K2026-10-15
Avail Investment Partners, LLC
INCREASED28,92221,462+7,460+35%$2.3M$2.9M+$614.2K2026-10-16
Strategic Blueprint, LLC
DECREASED28,84534,646-5,801-17%$3.7M$2.9M-$812.4K2026-10-22
Waller Financial Planning Group, Inc
INCREASED28,71027,231+1,479+5%$2.9M$2.9M-$28.0K2026-10-07
Polaris Investment Advisors, LLC
INCREASED28,45620,654+7,802+38%$2.2M$2.9M+$654.1K2026-10-20
Parallel Advisors, LLC
INCREASED28,39325,621+2,772+11%$2.8M$2.9M+$113.2K2026-11-03
Coastline Trust Co
DECREASED28,12431,867-3,743-12%$3.4M$2.8M-$586.2K2026-10-01
SigFig Wealth Management, LLC
INCREASED27,84721,235+6,612+31%$2.3M$2.8M+$528.1K2026-10-07
Narus Financial Partners, LLC
DECREASED27,82029,172-1,352-5%$3.1M$2.8M-$326.9K2026-10-19
Claro Advisors Inc.
INCREASED27,71021,485+6,225+29%$2.3M$2.8M+$489.3K2026-11-02
Cypress Wealth Services, LLC
INCREASED27,60827,085+523+2%$2.9M$2.8M-$125.9K2026-10-21
Xena Financial Planning, LLC
INCREASED27,51813,740+13,778+100%$1.5M$2.8M+$1.3M2026-10-13
Acima Private Wealth, LLC
INCREASED27,46224,795+2,667+11%$2.7M$2.8M+$108.0K2026-10-05
Private Client Services, LLC
INCREASED27,10024,081+3,019+13%$2.6M$2.7M+$148.3K2026-10-02
Core Wealth Advisors, LLC
INCREASED27,01412,529+14,485+116%$1.3M$2.7M+$1.4M2026-11-05
Capital Management Associates, Inc
INCREASED26,87425,834+1,040+4%$2.8M$2.7M-$63.3K2026-10-20
LexAurum Advisors, LLC
INCREASED26,68920,004+6,685+33%$2.2M$2.7M+$545.4K2026-10-19
Anderson Hoagland & Co
INCREASED26,4313,260+23,171+711%$350.8K$2.7M+$2.4M2026-10-23
White Lighthouse Investment Management Inc.
INCREASED26,33926,230+109+0%$2.8M$2.7M-$160.0K2026-10-21
Dynamic Advisor Solutions LLC
DECREASED26,26827,976-1,708-6%$3.0M$2.7M-$355.2K2026-10-13
Insight Wealth Partners, LLC
INCREASED26,09125,935+156+1%$2.8M$2.6M-$153.3K2026-10-26
Financial Planning Navigators Corp
NEW26,073—+26,073——$2.6M—2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED26,06223,124+2,938+13%$2.5M$2.6M+$146.3K2026-10-14
SevenBridge Financial Group, LLC
DECREASED25,89027,983-2,093-7%$3.0M$2.6M-$314.6K2026-10-26
Csenge Advisory Group
DECREASED25,77230,164-4,392-15%$3.2M$2.6M-$640.7K2026-11-04
SteelPeak Wealth, LLC
DECREASED25,71527,122-1,407-5%$2.9M$2.6M-$319.1K2026-10-16
Hoge Financial Services, LLC
DECREASED25,68025,925-245-1%$2.8M$2.6M-$193.7K2026-11-05
XY Planning Network, Inc.
INCREASED25,59823,205+2,393+10%$2.5M$2.6M+$90.7K2026-10-14
Financial Insights, Inc.
INCREASED25,52918,241+7,288+40%$2.0M$2.6M+$617.9K2026-10-27
Voisard Asset Management Group, Inc.
INCREASED25,44425,292+152+1%$2.7M$2.6M-$149.5K2026-10-13
Hengehold Capital Management LLC
DECREASED25,41526,383-968-4%$2.8M$2.6M-$269.9K2026-10-16
Americana Partners, LLC
DECREASED25,39527,162-1,767-7%$2.9M$2.6M-$355.7K2026-10-28
Silver Grove Financial Group, Inc.
INCREASED25,26518,247+7,018+38%$2.0M$2.6M+$590.5K2026-11-05
Stephenson & Company, Inc.
INCREASED25,25721,786+3,471+16%$2.3M$2.6M+$208.9K2026-10-30
Dorval Corp
INCREASED25,19023,172+2,018+9%$2.5M$2.5M+$53.0K2026-10-29
United Advisor Group, LLC
INCREASED25,13915,817+9,322+59%$1.7M$2.5M+$839.3K2026-11-03
Kingdom Financial Group Llc.
DECREASED25,07426,256-1,182-4%$2.8M$2.5M-$290.7K2026-11-04
Keybank National Association
UNCHANGED25,06925,06900%$2.7M$2.5M-$163.5K2026-11-04
ARQ Wealth Advisors, LLC
INCREASED25,0243,794+21,230+560%$401.7K$2.5M+$2.1M2026-10-29
Sage Financial Group Inc
INCREASED24,77120,315+4,456+22%$2.2M$2.5M+$318.1K2026-10-27
Creative Financial Designs Inc
DECREASED24,57724,967-390-2%$2.7M$2.5M-$202.3K2026-11-04
GLR Partners, LLC
DECREASED24,56046,643-22,083-47%$5.0M$2.5M-$2.5M2026-11-04
Money Concepts Capital Corp
DECREASED24,45729,109-4,652-16%$3.1M$2.5M-$660.1K2026-11-06
Tenzing Financial LLC
DECREASED24,40725,263-856-3%$2.7M$2.5M-$219.7K2026-11-03
Veracity Capital LLC
INCREASED24,4046,937+17,467+252%$746.6K$2.5M+$1.7M2026-10-08
Sanchez Gaunt Capital Management, LLC
INCREASED23,97623,179+797+3%$2.5M$2.4M-$70.5K2026-11-03
Ndwm LLC
INCREASED23,75419,540+4,214+22%$2.1M$2.4M+$298.7K2026-11-05
Safir Wealth Advisors, LLC
INCREASED23,65423,079+575+2%$2.5M$2.4M-$92.3K2026-10-16
Asset One Wealth Management LLC
NEW23,252—+23,252——$2.4M—2026-11-02
Canvas Wealth Advisors, LLC
INCREASED23,24321,763+1,480+7%$2.3M$2.4M+$71.9K2026-11-02
Maia Wealth LLC
DECREASED23,14627,496-4,350-16%$3.0M$2.3M-$619.0K2026-10-19
Client First Capital LLC
UNCHANGED23,07023,07000%$2.5M$2.3M-$150.4K2026-10-22
Invested Advisors
INCREASED23,05718,606+4,451+24%$2.0M$2.3M+$328.7K2026-10-23
First Heartland Consultants, Inc.
INCREASED22,71421,659+1,055+5%$2.3M$2.3M-$34.6K2026-10-08
Cornerstone Wealth Management, LLC
INCREASED22,68022,044+636+3%$2.4M$2.3M-$79.5K2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED22,58525,094-2,509-10%$2.7M$2.3M-$417.3K2026-10-08
Premier Path Wealth Partners, LLC
DECREASED22,56867,724-45,156-67%$7.3M$2.3M-$5.0M2026-10-16
MKD Wealth Coaches, LLC
INCREASED22,53222,233+299+1%$2.4M$2.3M-$114.8K2026-10-09
Mission Wealth Management, LP
DECREASED22,50553,297-30,792-58%$5.7M$2.3M-$3.5M2026-10-15
Integrity Advisory Solutions, LLC
INCREASED21,92521,850+75+0%$2.4M$2.2M-$134.9K2026-10-29
Cyndeo Wealth Partners, LLC
INCREASED21,64213,338+8,304+62%$1.4M$2.2M+$752.6K2026-10-16
Phillips Financial Management, LLC
DECREASED21,53024,084-2,554-11%$2.6M$2.2M-$415.2K2026-10-19
MY Wealth Management Inc.
INCREASED21,35320,945+408+2%$2.3M$2.2M-$95.3K2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
INCREASED21,20421,125+79+0%$2.3M$2.1M-$129.8K2026-10-28
Sonata Capital Group Inc
DECREASED21,17521,330-155-1%$2.3M$2.1M-$154.7K2026-10-19
Apex Wealth Management, LLC
DECREASED21,11626,290-5,174-20%$2.8M$2.1M-$694.5K2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED21,09513,375+7,720+58%$1.4M$2.1M+$693.3K2026-11-05
Hudson Oak Wealth Advisory LLC
INCREASED20,92619,351+1,575+8%$2.1M$2.1M+$33.1K2026-10-16
Apollon Financial, LLC
DECREASED20,91021,566-656-3%$2.3M$2.1M-$207.0K2026-10-23
SWS Partners
DECREASED20,89021,195-305-1%$2.3M$2.1M-$169.1K2026-10-26
Flagship Harbor Advisors, LLC
INCREASED20,88019,078+1,802+9%$2.1M$2.1M+$57.8K2026-10-26
Pinnacle Bancorp, Inc.
INCREASED20,77415,860+4,914+31%$1.7M$2.1M+$393.4K2026-10-21
GC Wealth Management RIA, LLC
INCREASED20,67320,013+660+3%$2.2M$2.1M-$63.7K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED20,67320,710-370%$2.2M$2.1M-$138.7K2026-11-05
Centerline Wealth Advisors, LLC
INCREASED20,60315,836+4,767+30%$1.7M$2.1M+$378.7K2026-10-15
James Investment Research, Inc.
DECREASED20,53321,682-1,149-5%$2.3M$2.1M-$257.5K2026-10-22
Retirement Wealth Solutions LLC
INCREASED20,38817,124+3,264+19%$1.8M$2.1M+$218.4K2026-10-07
Grey Fox Wealth Advisors, LLC
DECREASED20,33838,074-17,736-47%$4.1M$2.1M-$2.0M2026-11-03
Philadelphia Trust Co
UNCHANGED20,28920,28900%$2.2M$2.1M-$133.0K2026-11-05
Quadrant Private Wealth Management, LLC
NEW20,189—+20,189——$2.0M—2026-11-04
Greenleaf Trust
DECREASED20,10838,257-18,149-47%$4.1M$2.0M-$2.1M2026-10-29
Koshinski Asset Management, Inc.
INCREASED19,46013,598+5,862+43%$1.5M$2.0M+$504.0K2026-10-29
Caldwell Trust Co
DECREASED19,43619,776-340-2%$2.1M$2.0M-$163.3K2026-10-30
Clear Creek Financial Management, LLC
INCREASED19,19519,016+179+1%$2.0M$1.9M-$105.9K2026-10-28
Oppenheimer & Co Inc
INCREASED19,01615,170+3,846+25%$1.6M$1.9M+$289.9K2026-10-26
Archer Investment Management, LLC
INCREASED18,9284,016+14,912+371%$432.2K$1.9M+$1.5M2026-10-13
Collective Family Office LLC
INCREASED18,89918,586+313+2%$2.0M$1.9M-$89.5K2026-10-05
White & Co Financial Planning Inc
INCREASED18,89718,700+197+1%$2.0M$2.0M-$6.5K2026-10-16
AdvisorNet Financial, Inc
DECREASED18,84220,482-1,640-8%$2.2M$1.9M-$289.0K2026-10-15
Daviman Financial, LLC
DECREASED18,79521,310-2,515-12%$2.3M$1.9M-$393.2K2026-11-06
Liberty Capital Management, Inc.
DECREASED18,58979,475-60,886-77%$8.6M$1.9M-$6.7M2026-11-02
Two West Capital Advisors LLC
INCREASED18,28917,477+812+5%$1.9M$1.8M-$25.6K2026-10-15
Eagle Global Advisors LLC
UNCHANGED18,27518,27500%$2.0M$1.8M-$119.2K2026-11-02
Alhambra Investment Management LLC
INCREASED18,15317,965+188+1%$1.9M$1.8M-$98.1K2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED18,12926,355-8,226-31%$2.8M$1.8M-$1.0M2026-11-04
Forum Financial Management, LP
DECREASED17,93525,061-7,126-28%$2.7M$1.8M-$883.8K2026-10-16
Rossby Financial, LCC
INCREASED17,86712,384+5,483+44%$1.3M$1.8M+$473.6K2026-11-05
Accredited Investor Services, LLC
INCREASED17,82215,652+2,170+14%$1.7M$1.8M+$117.3K2026-10-22
PUREfi Wealth, LLC
INCREASED17,72510,852+6,873+63%$1.2M$1.8M+$624.1K2026-10-19
TruNorth Capital Management, LLC
DECREASED17,60851,941-34,333-66%$5.6M$1.8M-$3.8M2026-10-14
Patten Group, Inc.
INCREASED17,44716,440+1,007+6%$1.8M$1.8M-$5.4K2026-10-26
Smallwood Wealth Investment Management, LLC
DECREASED17,39817,531-133-1%$1.9M$1.8M-$127.7K2026-10-30
Nations Financial Group Inc,
INCREASED17,2728,767+8,505+97%$943.6K$1.7M+$802.7K2026-11-05
Moss Adams Wealth Advisors LLC
DECREASED17,25517,754-499-3%$1.9M$1.7M-$166.1K2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED17,09317,827-734-4%$1.9M$1.7M-$190.4K2026-10-19
Northern Lights Advisors, Inc.
INCREASED16,80610,158+6,648+65%$1.1M$1.7M+$605.9K2026-10-21
Capital Investment Advisors, LLC
INCREASED16,60516,368+237+1%$1.8M$1.7M-$82.7K2026-10-22
Graves Light Lenhart Wealth, Inc.
INCREASED16,57816,565+13+0%$1.8M$1.7M-$106.7K2026-10-09
Foronjy Financial LLC
DECREASED16,55022,257-5,707-26%$2.4M$1.7M-$722.2K2026-10-14
Capital Advisors, Ltd. LLC
INCREASED16,42215,197+1,225+8%$1.6K$1.7K+$252026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED16,32514,861+1,464+10%$1.6M$1.7M+$51.2K2026-10-14
M Holdings Securities, Inc.
NEW16,195—+16,195——$1.6M—2026-11-03
Sterling Financial Planning, Inc.
DECREASED16,05217,094-1,042-6%$1.8M$1.6M-$216.8K2026-10-28
Birch Financial Group, LLC
INCREASED16,01315,551+462+3%$1.7M$1.6M-$54.7K2026-10-27
Principal Financial Group Inc
INCREASED15,9657,821+8,144+104%$841.7K$1.6M+$772.4K2026-11-02
TSG Advice Partners, LLC
NEW15,901—+15,901——$1.7M—2026-10-29
Pinnacle Associates LTD
DECREASED15,88116,995-1,114-7%$1.8M$1.6M-$223.3K2026-10-20
Keystone Wealth Services, LLC
DECREASED15,74916,198-449-3%$1.7M$1.6M-$163.9K2026-11-03
Valeo Financial Advisors, LLC
DECREASED15,64159,128-43,487-74%$6.4M$1.6M-$4.8M2026-10-08
Paladin Partners, LLC
INCREASED15,57613,664+1,912+14%$1.5M$1.6M+$104.2K2026-10-06
TCV Trust & Wealth Management, Inc.
DECREASED15,57616,458-882-5%$1.8M$1.6M-$196.5K2026-10-16
Family Capital Management, Inc.
INCREASED15,35214,196+1,156+8%$1.5M$1.6M+$24.3K2026-11-03
Forte Asset Management LLC
DECREASED15,30015,541-241-2%$1.7M$1.5M-$125.7K2026-10-13
Cypress Capital Group
INCREASED15,24114,916+325+2%$1.6M$1.5M-$64.4K2026-11-03
Cooksen Wealth, LLC
INCREASED15,20114,331+870+6%$1.5M$1.5M-$5.8K2026-10-13
Summit Wealth Group LLC / Co
INCREASED15,16113,518+1,643+12%$1.5M$1.5M+$78.0K2026-10-29
Lpwm LLC
DECREASED15,07818,758-3,680-20%$2.0M$1.5M-$494.4K2026-10-20
Bailard, Inc.
DECREASED15,06117,586-2,525-14%$1.9M$1.5M-$369.9K2026-10-13
FC Advisory LLC
DECREASED14,97317,009-2,036-12%$1.8M$1.5M-$316.8K2026-10-05
FF Advisors,LLC
INCREASED14,9646,913+8,051+116%$744.0K$1.5M+$768.9K2026-10-21
LJI Wealth Management, LLC
INCREASED14,8286,288+8,540+136%$676.7K$1.5M+$822.4K2026-10-28
Cranbrook Wealth Management, LLC
UNCHANGED14,81914,81900%$1.6M$1.5M-$96.6K2026-10-28
Venture Visionary Partners LLC
DECREASED14,79015,326-536-3%$1.6M$1.5M-$154.2K2026-10-07
Columbia Bank
INCREASED14,75913,759+1,000+7%$1.5M$1.5M+$11.4K2026-10-29
Vericrest Private Wealth
DECREASED14,70015,410-710-5%$1.7M$1.5M-$172.2K2026-10-21
Lineweaver Wealth Advisors, LLC
DECREASED14,67218,275-3,603-20%$2.0M$1.5M-$483.4K2026-10-13
W.H. Cornerstone Investments Inc.
INCREASED14,66411,405+3,259+29%$1.2M$1.5M+$255.0K2026-11-03
LeConte Wealth Management, LLC
DECREASED14,64015,005-365-2%$1.6M$1.5M-$134.7K2026-10-20
Todd Asset Management LLC
DECREASED14,22815,648-1,420-9%$1.7M$1.4M-$245.6K2026-10-27
Ledyard National Bank
DECREASED14,10217,719-3,617-20%$1.9M$1.4M-$481.2K2026-10-21
Novem Group
INCREASED14,09511,741+2,354+20%$1.3M$1.4M+$161.4K2026-10-19
Surience Private Wealth LLC
DECREASED13,94114,161-220-2%$1.5M$1.4M-$114.6K2026-10-16
LCW Services, LLC
INCREASED13,8464,579+9,267+202%$492.8K$1.4M+$907.0K2026-10-21
First National Bank of Mount Dora, Trust Investment Services
DECREASED13,78514,211-426-3%$1.5M$1.4M-$135.7K2026-10-21
Tennessee Valley Asset Management Partners
INCREASED13,63212,557+1,075+9%$1.4M$1.4M+$26.8K2026-11-03
Buck Wealth Strategies, LLC
INCREASED13,56711,873+1,694+14%$1.3M$1.4M+$93.9K2026-10-28
Guidance Capital, Inc
INCREASED13,55213,125+427+3%$1.4M$1.4M+$8.7K2026-11-03
Laurel Wealth Advisors LLC
INCREASED13,38912,312+1,077+9%$1.3M$1.4M+$28.6K2026-10-27
Brucke Financial, Inc.
INCREASED13,37412,133+1,241+10%$1.3M$1.4M+$46.4K2026-10-23
River's Edge Wealth Management, LLC
INCREASED13,34610,720+2,626+25%$1.1M$1.4M+$221.4K2026-10-19
Foguth Wealth Management, Llc.
INCREASED13,3272,604+10,723+412%$277.0K$1.4M+$1.1M2026-10-19
Power Wealth Management LLC
DECREASED13,30313,619-316-2%$1.5M$1.3M-$120.7K2026-10-27
Shrier Wealth Management, LLC
DECREASED13,29516,182-2,887-18%$1.7M$1.3M-$397.4K2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED13,27313,573-300-2%$1.5M$1.3M-$118.8K2026-10-16
Sage Financial Management Group, Inc.
INCREASED13,22411,571+1,653+14%$1.2M$1.3M+$91.7K2026-11-06
Physician Wealth Advisors, Inc.
INCREASED13,08612,943+143+1%$1.4M$1.3M-$69.9K2026-10-20
Endeavor Private Wealth, Inc.
DECREASED13,04513,645-600-4%$1.5M$1.3M-$149.6K2026-11-05
Juncture Wealth Strategies, LLC
DECREASED12,96113,723-762-6%$1.5M$1.3M-$166.5K2026-10-06
Friday Financial
INCREASED12,8029,592+3,210+33%$1.0M$1.3M+$268.7K2026-10-09
Dorato Capital Management
DECREASED12,76013,710-950-7%$1.5M$1.3M-$184.5K2026-10-08
Vavra Capital Management, LLC
INCREASED12,74810,527+2,221+21%$1.1M$1.3M+$155.9K2026-10-14
Outbound Financial Inc
NEW12,684—+12,684——$1.3M—2026-10-13
HB Wealth Management, LLC
INCREASED12,6419,592+3,049+32%$1.0M$1.3M+$245.7K2026-10-23
Cyr Financial Inc.
INCREASED12,59411,747+847+7%$1.3M$1.3M+$9.0K2026-10-16
W Advisors, LLC
INCREASED12,47812,215+263+2%$1.3M$1.3M-$53.1K2026-11-02
CoreCap Advisors, LLC
INCREASED12,4509,370+3,080+33%$1.0M$1.3M+$250.3K2026-10-08
Town Capital LLC
INCREASED12,36611,239+1,127+10%$1.2M$1.3M+$40.7K2026-11-03
Twele Capital Management, Inc.
DECREASED12,29016,623-4,333-26%$1.8M$1.2M-$546.5K2026-10-13
BAR Harbor Wealth Management
INCREASED12,24511,278+967+9%$1.2M$1.2M+$24.2K2026-10-21
Patton Albertson Miller Group, LLC
DECREASED12,21817,417-5,199-30%$1.9M$1.2M-$639.2K2026-10-26
Falcon Wealth Planning
INCREASED12,14411,630+514+4%$1.3M$1.2M-$23.9K2026-11-06
Flagship Private Wealth, LLC
INCREASED12,09511,918+177+1%$1.3M$1.2M-$59.8K2026-11-05
Hurlow Wealth Management Group, Inc.
INCREASED12,03611,778+258+2%$1.3M$1.2M-$50.7K2026-10-29
First National Bank Sioux Falls
UNCHANGED11,87011,87000%$1.3M$1.2M-$69.8K2026-10-13
Heartwood Wealth Advisors LLC
DECREASED11,86811,879-110%$1.3M$1.2M-$78.6K2026-10-05
Jacobi Capital Management LLC
INCREASED11,72110,382+1,339+13%$1.1M$1.2M+$67.8K2026-11-05
Hudock, Inc.
DECREASED11,71315,410-3,697-24%$1.7M$1.2M-$474.3K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED11,70413,443-1,739-13%$1.4M$1.2M-$263.4K2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED11,64213,144-1,502-11%$1.4M$1.2M-$237.6K2026-10-07
B. Riley Wealth Advisors, Inc.
INCREASED11,55411,250+304+3%$1.2M$1.2M-$43.5K2026-10-13
Wealthcare Capital Partners, LLC
INCREASED11,52011,141+379+3%$1.2M$1.2M-$34.3K2026-10-21
Spire Wealth Management
INCREASED11,43210,606+826+8%$1.1M$1.2M+$14.4K2026-10-30
Weaver Capital Management LLC
UNCHANGED11,40111,40100%$1.2M$1.2M-$57.6K2026-10-15
Stirlingshire Investments, Inc.
INCREASED11,3798,759+2,620+30%$942.6K$1.2M+$207.8K2026-11-05
Envision Financial LLC
INCREASED11,3669,987+1,379+14%$1.1M$1.1M+$74.3K2026-10-15
Stone Summit Wealth LLC
INCREASED11,3146,981+4,333+62%$751.3K$1.1M+$392.5K2026-10-14
Islay Capital Management, LLC
INCREASED11,2506,998+4,252+61%$753.1K$1.1M+$384.3K2026-10-20
Bond & Devick Financial Network, Inc.
INCREASED11,25010,988+262+2%$1.2M$1.1M-$45.2K2026-10-23
Haven Private, LLC
INCREASED11,24311,115+128+1%$1.2M$1.1M-$59.5K2026-10-27
Rosenberg Matthew Hamilton
DECREASED11,22425,535-14,311-56%$2.7M$1.1M-$1.6M2026-10-05
Zenith Solutions, Inc.
INCREASED11,1729,425+1,747+19%$1.0M$1.1M+$115.1K2026-10-19
PFG Advisors
DECREASED11,16611,576-410-4%$1.2M$1.1M-$116.9K2026-10-16
Aegis Wealth Management, Inc.
INCREASED11,1327,100+4,032+57%$764.1K$1.1M+$361.3K2026-10-26
Independence Bank of Kentucky
DECREASED11,12811,597-469-4%$1.2M$1.1M-$123.0K2026-10-26
Hunter Associates Investment Management LLC
INCREASED10,9732,585+8,388+324%$278.0K$1.1K-$276.9K2026-10-26
Inscription Capital, LLC
INCREASED10,88110,591+290+3%$1.1M$1.1M-$39.8K2026-11-02
Gibbs Wealth Management
DECREASED10,87411,519-645-6%$1.2M$1.1M-$140.3K2026-10-22
Archford Capital Strategies, LLC
INCREASED10,77810,764+14+0%$1.2M$1.1M-$68.8K2026-10-19
ACT Wealth Management, LLC
INCREASED10,7149,521+1,193+13%$1.0M$1.1M+$58.6K2026-10-09
Myecfo, LLC
DECREASED10,68110,911-230-2%$1.2M$1.1M-$94.4K2026-10-14
Allen Capital Group, LLC
INCREASED10,6299,144+1,485+16%$984.0K$1.1M+$90.5K2026-10-27
GFS Advisors, LLC
DECREASED10,60010,750-150-1%$51.0K$1.1M+$1.0M2026-11-03
Compass Financial Group, Inc.
INCREASED10,55610,084+472+5%$1.1M$1.1M-$18.0K2026-11-06
Walkner Condon Financial Advisors LLC
NEW10,461—+10,461——$1.1M—2026-11-02
Arrow Financial Corp
UNCHANGED10,37010,37000%$1.1M$1.0M-$67.6K2026-10-26
NBT Bank, N.A.
INCREASED10,3358,690+1,645+19%$935.2K$1.0M+$109.7K2026-10-21
Retirement Planning Group, LLC
DECREASED10,30510,765-460-4%$1.2M$1.0M-$116.7K2026-10-19
Willis Johnson Wealth, Inc.
DECREASED10,25610,345-89-1%$1.1M$1.0M-$76.5K2026-11-03
Sima Wealth Partners, LLC
UNCHANGED10,20010,20000%$1.1M$1.0M-$66.5K2026-10-19
Private Advisory Group LLC
UNCHANGED10,19110,19100%$1.1M$1.0M-$66.4K2026-11-06
Hohimer Wealth Management, LLC
DECREASED10,08310,423-340-3%$1.1M$1.0M-$102.3K2026-11-04
Aries Wealth Management
UNCHANGED10,08010,08000%$1.1M$1.0M-$65.7K2026-10-23
Sowa Financial Group, Inc.
NEW10,061—+10,061——$1.0K—2026-10-26
Wakefield Asset Management Lllp
INCREASED10,0218,447+1,574+19%$909.1K$1.0M+$104.1K2026-11-05
Journey Beyond Wealth, LLC
UNCHANGED10,00010,00000%$1.1M$1.0M-$65.2K2026-11-04
Integrity Alliance, Llc.
DECREASED9,97510,831-856-8%$1.2M$1.0M-$157.1K2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED9,9439,94300%$1.1M$1.0M-$64.8K2026-11-02
Goodman Advisory Group, LLC
INCREASED9,9243,409+6,515+191%$366.9K$1.0M+$636.4K2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED9,7379,989-252-3%$1.1M$984.4K-$90.6K2026-10-05
Riversedge Advisors, LLC
DECREASED9,63013,253-3,623-27%$1.4M$973.6K-$452.7K2026-10-09
Beacon Financial Group
INCREASED9,6174,909+4,708+96%$528.3K$972.2K+$443.9K2026-10-19
Code Waechter LLC
UNCHANGED9,4549,45400%$1.0M$955.8K-$61.6K2026-10-23
Raleigh Capital Management Inc.
INCREASED9,4223,433+5,989+174%$369.4K$952.6K+$583.1K2026-10-28
CV Advisors LLC
DECREASED9,38831,018-21,630-70%$3.0M$949.1K-$2.0M2026-10-13
TPG Advisors LLC
UNCHANGED9,3799,37900%$1.0M$948.2K-$61.2K2026-10-16
Davenport & Co LLC
INCREASED9,3789,083+295+3%$977.6K$948.1K-$29.4K2026-10-14
Crumly & Associates Inc.
INCREASED9,3749,291+83+1%$999.9K$947.7K-$52.2K2026-10-07
Bangor Savings Bank
DECREASED9,2199,970-751-8%$1.1M$932.0K-$140.9K2026-10-06
Oarsman Capital, Inc.
DECREASED9,21310,446-1,233-12%$1.1M$931.4K-$192.8K2026-11-05
Roan Capital Partners
DECREASED9,2069,611-405-4%$1.0M$930.7K-$103.6K2026-10-09
Legacy Advisory Services, LLC
NEW9,186—+9,186——$928.8K—2026-10-20
Thryve Wealth Management LLC
INCREASED9,1825,117+4,065+79%$550.7K$928.3K+$377.6K2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED9,1789,17800%$987.7K$987.7K$02026-11-03
LongView Wealth Management
DECREASED9,15210,307-1,155-11%$1.1M$925.2K-$184.0K2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED9,05313,343-4,290-32%$1.4M$915.3K-$520.6K2026-10-13
Pinkerton Wealth, LLC
NEW9,013—+9,013——$911.2K—2026-10-29
True Freedom Investing, LLC
NEW9,013—+9,013——$911.2K—2026-10-29
Affiance Financial, LLC
DECREASED8,9819,473-492-5%$1.0M$908.0K-$111.5K2026-10-15
Greenup Street Wealth Management LLC
DECREASED8,9159,506-591-6%$1.0M$901.3K-$121.7K2026-10-28
Verdence Capital Advisors LLC
INCREASED8,9055,756+3,149+55%$619.4K$900.3K+$280.9K2026-10-26
Balance Wealth Partners LLC
DECREASED8,81810,053-1,235-12%$1.1M$891.5K-$190.4K2026-10-27
Wingate Wealth Advisors, Inc.
INCREASED8,7528,714+38+0%$937.8K$884.8K-$53.0K2026-10-26
Investment Planning Advisors, Inc.
DECREASED8,7339,443-710-8%$1.0M$882.9K-$133.4K2026-10-14
Cypress Financial Planning LLC
DECREASED8,48913,816-5,327-39%$1.5M$858.2K-$628.6K2026-10-09
Verus Financial Partners, Inc.
NEW8,471—+8,471——$856.4K—2026-10-29
Compass Wealth Management, LLC
INCREASED8,4418,041+400+5%$865.4K$853.5K-$11.9K2026-10-30
DecisionMap Wealth Management, LLC
DECREASED8,3618,857-496-6%$953.2K$845.3K-$107.9K2026-10-29
Parthenon LLC
INCREASED8,3007,700+600+8%$828.7K$839.1K+$10.5K2026-10-22
Old Mission Investment Co LLC
UNCHANGED8,2208,22000%$884.6K$831.0K-$53.6K2026-10-22
Tritonpoint Wealth, LLC
DECREASED8,2108,594-384-4%$924.9K$830.0K-$94.9K2026-10-19
Gould Asset Management LLC
UNCHANGED8,2108,21000%$883.6K$830.0K-$53.5K2026-11-06
Jnba Financial Advisors
UNCHANGED8,1708,17000%$879.2K$826.0K-$53.3K2026-11-03
Kwmg, LLC
DECREASED8,16316,953-8,790-52%$1.8M$825.3K-$999.1K2026-10-07
Titleist Asset Management, LLC
DECREASED8,1498,150-10%$877.1K$823.9K-$53.2K2026-10-08
Calamos Wealth Management LLC
DECREASED8,06524,551-16,486-67%$2.6M$815.4K-$1.8M2026-11-02
Financial Advisory Partners, LLC
INCREASED8,0506,740+1,310+19%$725.4K$813.9K+$88.5K2026-10-23
Gainline Financial Partners, LLC
INCREASED8,0307,965+65+1%$857.2K$811.8K-$45.3K2026-10-15
Ehrlich Financial Group
INCREASED8,0057,364+641+9%$792.5K$809.3K+$16.8K2026-10-20
Fidelity D & D Bancorp Inc
UNCHANGED8,0008,00000%$861.0K$808.8K-$52.2K2026-11-05
Capital Advisors Wealth Management, LLC
DECREASED7,97332,831-24,858-76%$3.5M$806.1K-$2.7M2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED7,9467,881+65+1%$848.2K$803.3K-$44.8K2026-10-26
Split Rock Private Trading & Wealth Management, LLC
INCREASED7,9327,106+826+12%$764.8K$801.9K+$37.2K2026-10-15
FSM Wealth Advisors, LLC
DECREASED7,93012,263-4,333-35%$1.3M$798.9K-$520.8K2026-10-27
Chatham Capital Group, Inc.
UNCHANGED7,9107,91000%$851.3K$799.7K-$51.6K2026-10-16
Lodestar Private Asset Management LLC
DECREASED7,8967,903-70%$850.5K$798.3K-$52.2K2026-10-26
BridgePort Financial Solutions, LLC
INCREASED7,8504,566+3,284+72%$491.4K$793.7K+$302.2K2026-11-02
Anchyra Partners LLC
DECREASED7,8438,027-184-2%$863.9K$792.9K-$70.9K2026-10-13
Founders Grove Wealth Partners, LLC
DECREASED7,83212,307-4,475-36%$1.3M$791.8K-$532.7K2026-10-16
Ashton Thomas Securities, LLC
NEW7,715—+7,715——$779.9K—2026-10-26
Dutch Asset Corp
UNCHANGED7,7007,70000%$828.7K$778.5K-$50.2K2026-10-20
FAI Advisors, Inc.
DECREASED7,6508,854-1,204-14%$952.9K$773.4K-$179.5K2026-10-27
Andrew Hill Investment Advisors, Inc.
DECREASED7,6377,639-20%$822.1K$772.1K-$50.0K2026-10-22
Soltis Investment Advisors LLC
DECREASED7,6158,017-402-5%$862.8K$769.8K-$93.0K2026-10-28
Duncker Streett & Co Inc
UNCHANGED7,5957,59500%$817.4K$767.9K-$49.5K2026-10-27
Pathway Financial Advisors LLC
UNCHANGED7,5917,59100%$816.0K$767.5K-$48.6K2026-10-07
KRM Wealth Management L.L.C.
INCREASED7,5267,465+61+1%$803.4K$760.9K-$42.5K2026-11-02
Yardley Wealth Management LLC
DECREASED7,51912,114-4,595-38%$1.3M$760.2K-$543.5K2026-10-23
Crescent Grove Advisors, LLC
NEW7,488—+7,488——$757.1K—2026-10-21
Sowell Financial Services LLC
DECREASED7,4818,648-1,167-13%$930.6K$756.3K-$174.3K2026-10-23
Romano Brothers and Company
UNCHANGED7,4507,45000%$801.8K$753.2K-$48.6K2026-10-22
Swmg, LLC
INCREASED7,3775,340+2,037+38%$571.1K$761.6K+$190.5K2026-10-23
Catalyst Private Wealth, LLC
INCREASED7,3596,954+405+6%$748.4K$744.0K-$4.4K2026-10-13
Altiora Financial Group, LLC
INCREASED7,1237,103+20+0%$764.4K$720.1K-$44.3K2026-11-04
AFG Fiduciary Services Limited Partnership
INCREASED7,0656,999+66+1%$752.4K$719.0K-$33.4K2026-10-21
Stephen J. Garry & Associates, LLC
DECREASED7,02112,671-5,650-45%$1.4M$709.8K-$653.8K2026-11-05
Glenview Trust Co
DECREASED7,0088,828-1,820-21%$950.1K$708.5K-$241.6K2026-10-28
Epiq Partners, LLC
DECREASED6,9717,255-284-4%$780.8K$704.8K-$76.0K2026-10-07
Nilsine Partners, LLC
UNCHANGED6,9186,91800%$744.5K$699.4K-$45.1K2026-11-02
Lifelong Wealth Advisors, Inc.
INCREASED6,9075,839+1,068+18%$628.4K$698.3K+$69.9K2026-10-19
Atwater Malick LLC
INCREASED6,9023,225+3,677+114%$347.1K$697.8K+$350.7K2026-10-15
Cogent Private Wealth, Inc.
UNCHANGED6,9006,90000%$742.6K$697.6K-$45.0K2026-11-06
Argonautica Private Wealth Management, Inc
INCREASED6,8685,512+1,356+25%$593.2K$694.4K+$101.2K2026-11-02
James J. Burns & Company, LLC
DECREASED6,8387,043-205-3%$758.0K$691.3K-$66.8K2026-10-22
Keenan, LLC
INCREASED6,8326,752+80+1%$726.7K$690.7K-$36.0K2026-10-23
Fairway Wealth LLC
INCREASED6,7895,793+996+17%$623.4K$686.3K+$62.9K2026-10-30
Cynosure Group, LLC
DECREASED6,78410,490-3,706-35%$1.1M$685.9K-$443.1K2026-11-03
Sepio Capital, LP
DECREASED6,7716,821-50-1%$734.1K$684.5K-$49.5K2026-10-22
Avid Wealth Partners LLC
DECREASED6,7528,429-1,677-20%$907.1K$682.6K-$224.5K2026-11-03
Breakwater Capital Group
DECREASED6,75118,373-11,622-63%$2.0M$682.5K-$1.3M2026-10-09
Summit Financial Wealth Advisors, LLC
DECREASED6,7326,982-250-4%$751.4K$680.6K-$70.8K2026-10-15
Kelly Financial Services LLC
INCREASED6,6663,473+3,193+92%$373.7K$674.0K+$300.2K2026-10-20
Syntegra Private Wealth Group, LLC
DECREASED6,6657,292-627-9%$784.8K$673.8K-$110.9K2026-10-13
Eagle Strategies LLC
DECREASED6,65812,489-5,831-47%$1.3M$673.1K-$671.0K2026-10-16
Well Done, LLC
NEW6,634—+6,634——$670.7K—2026-10-20
Ascentis Wealth Management, LLC
INCREASED6,6344,104+2,530+62%$441.7K$670.7K+$229.0K2026-11-03
Montecito Bank & Trust
UNCHANGED6,5356,53500%$703.3K$660.7K-$42.6K2026-10-01
Alterna Wealth Management, Inc
INCREASED6,5096,456+53+1%$694.8K$658.0K-$36.7K2026-10-27
Stewardship Advisors, LLC
INCREASED6,4575,135+1,322+26%$552.7K$652.8K+$100.1K2026-10-20
Oregon Pacific Wealth Management, LLC
INCREASED6,4524,563+1,889+41%$491.1K$652.3K+$161.2K2026-10-20
Sound Stewardship, LLC
NEW6,404—+6,404——$647.5K—2026-10-14
Brighton Jones LLC
INCREASED6,4045,337+1,067+20%$574.4K$647.4K+$73.1K2026-11-03
Gray Private Wealth, LLC
UNCHANGED6,4036,40300%$689.1K$647.3K-$41.7K2026-10-28
Parsons Capital Management Inc
UNCHANGED6,3846,38400%$687.0K$645.4K-$41.6K2026-10-28
NewSquare Capital LLC
INCREASED6,3836,116+267+4%$658.2K$645.3K-$12.9K2026-11-06
1900 Wealth Management LLC
INCREASED6,3514,883+1,468+30%$525.5K$642.1K+$116.5K2026-10-13
Heritage Investment Group, Inc.
DECREASED6,3419,273-2,932-32%$998.0K$641.1K-$356.9K2026-11-03
Cambridge Capital Management, LLC
DECREASED6,3316,689-358-5%$719.9K$640.1K-$79.8K2026-10-19
Legacy Wealth Partners, LLC
INCREASED6,3245,066+1,258+25%$545.2K$639.4K+$94.2K2026-10-15
Associated Banc-Corp
DECREASED6,2929,168-2,876-31%$986.7K$636.1K-$350.5K2026-10-30
Values Added Financial LLC
DECREASED6,2897,536-1,247-17%$811.0K$635.8K-$175.2K2026-10-28
Arrien Investments, Inc.
UNCHANGED6,2836,28300%$676.2K$635.2K-$41.0K2026-10-30
Unify Financial Advisors
UNCHANGED6,2406,24000%$671.5K$630.9K-$40.7K2026-11-03
Krilogy Financial LLC
NEW6,230—+6,230——$630.2K—2026-10-13
Victory Financial Group, LLC
DECREASED6,1926,624-432-7%$712.9K$626.0K-$86.9K2026-10-27
Lanark Financial, Inc.
DECREASED6,1706,633-463-7%$713.9K$623.7K-$90.2K2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED6,1695,158+1,011+20%$555.1K$623.7K+$68.6K2026-10-14
Helium Advisors LLC
INCREASED6,1445,412+732+14%$582.4K$621.2K+$38.8K2026-10-23
Frisco Financial Planning LLC
DECREASED6,1376,577-440-7%$707.8K$620.5K-$87.4K2026-10-05
4J Wealth Management LLC
DECREASED6,0487,147-1,099-15%$769.2K$611.5K-$157.7K2026-11-02
Peak Wealth Management LLC
DECREASED6,03323,962-17,929-75%$2.6M$617.4K-$2.0M2026-10-26
Accurate Wealth Management, LLC
INCREASED5,9713,370+2,601+77%$360.6K$607.7K+$247.1K2026-10-20
Hiley Hunt Wealth Management
INCREASED5,9525,905+47+1%$635.5K$601.8K-$33.8K2026-10-08
Etesian Wealth Advisors, Inc.
DECREASED5,9336,478-545-8%$697.2K$599.8K-$97.3K2026-10-27
Succession Financial, Inc.
UNCHANGED5,9265,92600%$637.8K$599.1K-$38.6K2026-10-14
Covestor Ltd
INCREASED5,8965,523+373+7%$594.0K$596-$593.4K2026-10-30
Eley Financial Management, Inc
UNCHANGED5,8835,88300%$633.1K$594.8K-$38.4K2026-11-03
Provenance Wealth Advisors, LLC
INCREASED5,8225,160+662+13%$555.3K$588.6K+$33.3K2026-10-30
Monument Capital Management
INCREASED5,8115,513+298+5%$593.3K$587.5K-$5.8K2026-10-09
Heritage Investors Management Corp
INCREASED5,8055,340+465+9%$575.0K$587-$574.4K2026-10-29
Retiremitten Financial LLC
NEW5,800—+5,800——$601.8K—2026-11-05
Obermeyer Wealth Partners
UNCHANGED5,7795,77900%$621.9K$584.3K-$37.7K2026-10-21
Lighthouse Financial LLC
NEW5,713—+5,713——$577.6K—2026-10-23
Virtue Capital Management, LLC
INCREASED5,5985,279+319+6%$568.1K$566.0K-$2.2K2026-10-29
Heritage Family Offices, LLP
INCREASED5,5894,113+1,476+36%$442.6K$565.0K+$122.4K2026-11-02
Smith Thornton Advisors LLC
DECREASED5,5356,095-560-9%$651.6K$559.6K-$92.0K2026-10-16
First Affirmative Financial Network
NEW5,534—+5,534——$559.5K—2026-10-21
Tortoise Investment Management, LLC
DECREASED5,5225,947-425-7%$640.0K$558.3K-$81.7K2026-11-06
Able Financial Group, LLC
DECREASED5,49611,441-5,945-52%$1.2M$555.6K-$675.6K2026-10-14
Tsfg, LLC
DECREASED5,4946,774-1,280-19%$729.0K$555-$728.4K2026-10-23
Fullerton Advisors, LLC
DECREASED5,4805,531-51-1%$595.2K$554.0K-$41.2K2026-10-14
GEM Asset Management, LLC
INCREASED5,4715,426+45+1%$584.0K$553.1K-$30.9K2026-10-13
Beaumont Financial Advisors, LLC
DECREASED5,41513,263-7,848-59%$1.4M$547.5K-$879.9K2026-10-22
Sheets Smith Wealth Management
DECREASED5,4086,458-1,050-16%$695.0K$546.8K-$148.3K2026-10-16
Shotwell Rutter Baer Inc
DECREASED5,4055,618-213-4%$604.6K$546.4K-$58.2K2026-10-14
High Net Worth Advisory Group LLC
UNCHANGED5,4025,40200%$581.4K$546.1K-$35.2K2026-10-26
Davidson Trust Co
UNCHANGED5,3905,39000%$580.1K$544.9K-$35.1K2026-10-09
Cassilly Financial Group LLC
DECREASED5,3116,977-1,666-24%$750.9K$536.9K-$213.9K2026-10-07
Uptown Financial Advisors LLC
DECREASED5,2895,518-229-4%$593.8K$534.7K-$59.1K2026-10-15
Guyasuta Investment Advisors Inc
NEW5,277—+5,277——$533.5K—2026-10-15
Net Worth Advisory Group
INCREASED5,2775,248+29+1%$564.8K$534.8K-$30.1K2026-10-20
WealthBridge Capital Management, LLC
DECREASED5,2645,478-214-4%$589.6K$532.1K-$57.4K2026-10-16
WPG Advisers, LLC
INCREASED5,1964,917+279+6%$529.2K$525.3K-$3.9K2026-10-27
Bdfs Capital LLC
DECREASED5,1769,036-3,860-43%$972.5K$523.3K-$449.2K2026-10-14
Willow Creek Wealth Management Inc.
UNCHANGED5,1755,17500%$556.9K$523.2K-$33.7K2026-10-26
Grandfield & Dodd, LLC
UNCHANGED5,1155,11500%$550.5K$517.1K-$33.3K2026-10-29
North Forty Two & Co.
UNCHANGED5,0815,08100%$546.8K$513.7K-$33.1K2026-10-19
McKinley Carter Wealth Services, Inc.
INCREASED5,0725,071+1+0%$545.8K$512.8K-$32.9K2026-10-16
Accredited Investors Inc.
DECREASED5,0556,575-1,520-23%$707.6K$511.1K-$196.5K2026-11-03
Welch & Forbes LLC
INCREASED5,0544,574+480+10%$492.3K$511.0K+$18.7K2026-11-04
Kesler, Norman & Wride, LLC
INCREASED5,0434,641+402+9%$499.5K$509.8K+$10.3K2026-11-06
Hummer Financial Advisory Services Inc
UNCHANGED5,0005,00000%$538.1K$505.5K-$32.6K2026-10-09
Armstrong Advisory Group, Inc
DECREASED4,9736,196-1,223-20%$666.8K$502.7K-$164.1K2026-10-09
Firethorn Wealth Partners, LLC
DECREASED4,9585,334-376-7%$574.1K$501.2K-$72.8K2026-10-14
Edgemoor Investment Advisors, Inc.
DECREASED4,9409,788-4,848-50%$1.1M$499.4K-$554.0K2026-11-03
Canandaigua National Trust Co of Florida
NEW4,939—+4,939——$499.3K—2026-10-07
Montag A & Associates Inc
INCREASED4,8892,400+2,489+104%$258.3K$494.3K+$236.0K2026-10-29
Covenant Asset Management, LLC
INCREASED4,8754,188+687+16%$450.7K$492.9K+$42.2K2026-10-14
Impact Investors, Inc
DECREASED4,8714,965-94-2%$534.3K$492.5K-$41.9K2026-11-02
Oakworth Capital, Inc.
INCREASED4,8613,711+1,150+31%$399.1K$491.4K+$92.4K2026-10-26
Equitable Trust Co
NEW4,842—+4,842——$489.5K—2026-10-13
Stanich Group LLC
NEW4,811—+4,811——$486.3K—2026-10-16
Asset Allocation Strategies LLC
INCREASED4,8014,700+101+2%$505.8K$485.4K-$20.4K2026-10-20
Stewardship Concepts Financial Services LLC
INCREASED4,7944,745+49+1%$510.7K$484.7K-$26.0K2026-10-06
Old National Bancorp
UNCHANGED4,7844,78400%$514.9K$483.7K-$31.2K2026-10-20
Everhart Financial Group, Inc.
DECREASED4,7745,675-901-16%$610.7K$482.6K-$128.1K2026-10-08
LVW Advisors, LLC
INCREASED4,7633,377+1,386+41%$363.4K$481.5K+$118.1K2026-10-19
Acorn Wealth Advisors, LLC
INCREASED4,7444,710+34+1%$506.9K$479.6K-$27.3K2026-10-19
Tenet Wealth Partners, LLC
DECREASED4,7254,942-217-4%$522.9K$477.7K-$45.2K2026-10-19
OmniStar Financial Group, Inc.
NEW4,706—+4,706——$475.7K—2026-10-26
Discipline Wealth Solutions, LLC
INCREASED4,6973,766+931+25%$405.3K$474.9K+$69.6K2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED4,6963,820+876+23%$411.1K$474.7K+$63.7K2026-10-16
Nottingham Advisors, Inc.
NEW4,676—+4,676——$470.0K—2026-10-29
Eastern Bank
INCREASED4,6283,713+915+25%$399.6K$467.9K+$68.3K2026-10-05
Noesis Capital Mangement Corp
DECREASED4,6255,023-398-8%$540.6K$467.6K-$73.0K2026-10-26
Nvwm, LLC
INCREASED4,5344,505+29+1%$484.8K$458.4K-$26.4K2026-10-14
Shepherd Street Advisors LLC
INCREASED4,5163,516+1,000+28%$375.4K$456.5K+$81.1K2026-10-21
TCP Asset Management, LLC
INCREASED4,4234,405+18+0%$474.0K$446.5K-$27.5K2026-10-14
Intrua Financial, LLC
UNCHANGED4,4114,41100%$474.7K$446.0K-$28.8K2026-10-28
Occidental Asset Management, LLC
UNCHANGED4,3944,39400%$472.9K$444.2K-$28.6K2026-11-05
Texas Bank & Trust Co
INCREASED4,3923,721+671+18%$400.5K$444.0K+$43.6K2026-11-04
Cadent Capital Advisors, LLC
DECREASED4,3905,487-1,097-20%$590.5K$443.9K-$146.6K2026-10-09
SeaBridge Investment Advisors LLC
DECREASED4,3895,425-1,036-19%$583.8K$443.7K-$140.1K2026-11-02
Collaborative Wealth Managment Inc.
DECREASED4,3344,763-429-9%$512.6K$438.2K-$74.4K2026-11-06
Erickson Financial Group, LLC
UNCHANGED4,3224,32200%$465.1K$437.0K-$28.2K2026-11-05
Graetz Wealth LLC
INCREASED4,3214,238+83+2%$456.1K$436.9K-$19.3K2026-10-27
Atlas Brown,Inc.
INCREASED4,3154,288+27+1%$461.5K$436.3K-$25.2K2026-10-09
Focus Wealth Advisors, LLC
UNCHANGED4,3134,31300%$464.2K$436.0K-$28.1K2026-10-14
EPG Wealth Management LLC
UNCHANGED4,3004,30000%$462.8K$434.7K-$28.0K2026-11-03
Community Bank, N.A.
NEW4,272—+4,272——$431.9K—2026-11-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED4,2614,26100%$458.6K$430.8K-$27.8K2026-10-27
Clear Retirement Advice LLC
INCREASED4,2573,217+1,040+32%$346.2K$430.4K+$84.2K2026-10-22
Iowa State Bank
UNCHANGED4,2354,23500%$455.8K$428.2K-$27.6K2026-10-06
Paulson Wealth Management Inc.
DECREASED4,2314,316-85-2%$464.5K$427.8K-$36.7K2026-11-02
Gallacher Capital Management LLC
NEW4,218—+4,218——$426.4K—2026-10-30
Evensky & Katz LLC
DECREASED4,2134,991-778-16%$537.0K$426-$536.6K2026-10-27
Wealth Management Nebraska
DECREASED4,1635,206-1,043-20%$560.3K$420.9K-$139.4K2026-10-26
Intergy Private Wealth, LLC
INCREASED4,1633,906+257+7%$420.4K$420.9K+$5142026-10-16
Bell Investment Advisors, Inc
DECREASED4,1424,592-450-10%$494.2K$418.8K-$75.5K2026-10-29
Global Wealth Management Investment Advisory, Inc.
INCREASED4,1253,928+197+5%$422.7K$417.1K-$5.7K2026-11-04
First Interstate Bank
UNCHANGED4,1174,11700%$443.1K$416.2K-$26.8K2026-10-23
Journey Advisory Group, LLC
DECREASED4,0754,135-60-1%$445.0K$412.0K-$33.0K2026-11-04
BlueChip Wealth Advisors LLC
NEW4,070—+4,070——$411.5K—2026-11-03
Northland Capital Management LLC
UNCHANGED4,0554,05500%$436.4K$410.0K-$26.4K2026-10-15
Omni 360 Wealth, Inc.
INCREASED4,0373,881+156+4%$417.7K$408.2K-$9.5K2026-10-13
Asset Management One Co., Ltd.
DECREASED4,0204,340-320-7%$467.1K$406.4K-$60.6K2026-10-27
Ellis Investment Partners, LLC
INCREASED3,9983,965+33+1%$426.8K$404.2K-$22.6K2026-10-21
Elevate Wealth Advisory, Inc
DECREASED3,9894,061-72-2%$437.0K$403.3K-$33.8K2026-10-29
Beacon Capital Management, LLC
INCREASED3,9832,628+1,355+52%$282.9K$402.7K+$119.8K2026-10-23
Saxony Capital Management, LLC
DECREASED3,97719,702-15,725-80%$2.1M$402.1K-$1.7M2026-10-15
Kozak & Associates, Inc.
NEW3,961—+3,961——$411.0K—2026-10-29
Marion Wealth Management
INCREASED3,9362,577+1,359+53%$277.3K$397.9K+$120.6K2026-10-22
Maseco LLP
NEW3,900—+3,900——$394.3K—2026-10-27
Wagner Wealth Management, Corp
UNCHANGED3,8993,89900%$419.6K$394.2K-$25.4K2026-10-20
Golden State Wealth Management, LLC
INCREASED3,8753,051+824+27%$328.3K$391.8K+$63.5K2026-11-02
Clarity Retirement & Wealth, LLC
NEW3,866—+3,866——$390.9K—2026-11-04
Allodium Investment Consultants, LLC
UNCHANGED3,8653,86500%$416.0K$390.8K-$25.2K2026-10-14
Braun-Bostich & Associates Inc.
DECREASED3,8154,768-953-20%$513.1K$385.7K-$127.4K2026-10-20
Olio Financial Planning
DECREASED3,8054,915-1,110-23%$529.0K$384.7K-$144.3K2026-10-22
Altus Wealth Management, LLC
UNCHANGED3,7553,75500%$404.1K$379.6K-$24.5K2026-10-13
Objective Capital Management, LLC
INCREASED3,7503,650+100+3%$392.8K$379.1K-$13.7K2026-10-13
Richards, Merrill & Peterson, Inc.
UNCHANGED3,7503,75000%$403.6K$379.1K-$24.5K2026-10-19
Firestone Capital Management
NEW3,740—+3,740——$378.1K—2026-11-03
Wealth Alliance Advisory Group, LLC
UNCHANGED3,7163,71600%$399.9K$375.7K-$24.2K2026-10-14
Woodside Wealth Management LLC
INCREASED3,6983,598+100+3%$387.2K$373.9K-$13.3K2026-10-16
Gerald Baker Financial Group LLC
DECREASED3,6966,148-2,452-40%$661.7K$373.6K-$288.0K2026-10-09
International Assets Investment Management, LLC
DECREASED3,6923,715-23-1%$398.8K$374.1K-$24.6K2026-11-02
Meyer Handelman Co
NEW3,641—+3,641——$368.1K—2026-10-28
MFG Investments, LLC
NEW3,614—+3,614——$365.4K—2026-10-30
Evanson Financial, LLC
INCREASED3,6053,583+22+1%$385.6K$364.4K-$21.2K2026-10-23
Bourgeon Capital Management LLC
NEW3,600—+3,600——$364.0K—2026-10-19
Owl Creek Wealth Partners LLC
NEW3,600—+3,600——$364.0K—2026-10-20
Capstone Capital LLC
UNCHANGED3,5953,59500%$386.8K$363.4K-$23.4K2026-10-14
Magnus Financial Group LLC
INCREASED3,5783,002+576+19%$323.1K$361.7K+$38.6K2026-10-21
Insight Advisors, LLC/ PA
UNCHANGED3,5653,56500%$383.7K$360.5K-$23.2K2026-10-22
Merkkuri Wealth Advisors LLC
INCREASED3,5523,273+279+9%$352.3K$359.1K+$6.9K2026-11-03
Tred Avon Family Wealth, LLC
NEW3,550—+3,550——$358.9K—2026-10-20
BankPlus Wealth Management LLC
INCREASED3,5423,519+23+1%$378.7K$358.0K-$20.6K2026-10-13
Old Peak Finance LLC
INCREASED3,5153,486+29+1%$375.2K$355.4K-$19.8K2026-11-02
Clark Asset Management, LLC
DECREASED3,5124,799-1,287-27%$516.4K$355.0K-$161.4K2026-10-19
Downshift Financial, LLC
DECREASED3,5096,362-2,853-45%$684.7K$354.8K-$329.9K2026-10-13
Horst & Graben Wealth Management LLC
DECREASED3,4993,512-130%$376.9K$353.8K-$23.2K2026-11-02
Chemistry Wealth Management LLC
UNCHANGED3,4903,49000%$375.6K$352.8K-$22.8K2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED3,4833,561-78-2%$383.3K$352.2K-$31.1K2026-10-29
Impact Capital Partners LLC
INCREASED3,4653,387+78+2%$364.5K$350.3K-$14.2K2026-10-22
Cumberland Advisors Inc
INCREASED3,4603,240+220+7%$348.7K$349.8K+$1.1K2026-10-30
Lake Hills Wealth Management, LLC
DECREASED3,4263,556-130-4%$382.7K$346.4K-$36.3K2026-10-07
Newman Dignan & Sheerar, Inc.
INCREASED3,4253,422+3+0%$368.3K$346.3K-$22.0K2026-10-21
Boyce & Associates Wealth Consulting, Inc.
INCREASED3,4143,407+7+0%$366.7K$345.1K-$21.5K2026-10-14
Steel Grove Capital Advisors, LLC
DECREASED3,4113,501-90-3%$376.8K$344.9K-$31.9K2026-10-13
Lakeshore Capital Group, Inc.
INCREASED3,4023,395+7+0%$365.4K$343.9K-$21.5K2026-10-20
Winthrop Advisory Group LLC
DECREASED3,3928,656-5,264-61%$931.6K$342.9K-$588.7K2026-10-22
Kagan Cocozza Asset Management
INCREASED3,3833,260+123+4%$350.8K$342.0K-$8.8K2026-10-19
EverSource Wealth Advisors, LLC
DECREASED3,3813,962-581-15%$426.5K$341.9K-$84.6K2026-11-04
Lakeshore Financial Planning, Inc.
NEW3,348—+3,348——$338.5K—2026-10-13
Diligent Investors, LLC
DECREASED3,3383,477-139-4%$374.2K$337.4K-$36.7K2026-10-21
Strategy Asset Managers LLC
DECREASED3,3365,244-1,908-36%$564.4K$337.3K-$227.0K2026-10-14
NTV Asset Management LLC
UNCHANGED3,3333,33300%$358.7K$337.0K-$21.7K2026-10-23
Bell Bank
UNCHANGED3,3143,31400%$356.7K$335.0K-$21.6K2026-10-21
Centennial Advisors, LLC
INCREASED3,3112,702+609+23%$290.8K$334.7K+$44.0K2026-10-21
Lynx Investment Advisory
DECREASED3,3024,863-1,561-32%$523.4K$333.8K-$189.5K2026-10-27
Allegheny Financial Group
UNCHANGED3,3003,30000%$355.2K$333.7K-$21.5K2026-11-05
Sigma Investment Counselors Inc
DECREASED3,2643,690-426-12%$397.2K$330.0K-$67.1K2026-10-27
Busey Bank
DECREASED3,2363,578-342-10%$385.1K$327.2K-$57.9K2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED3,2283,220+8+0%$346.6K$326.4K-$20.2K2026-10-22
Eagle Bay Advisors LLC
UNCHANGED3,2003,20000%$344.4K$323.5K-$20.9K2026-10-16
Stablepoint Partners, LLC
DECREASED3,1953,905-710-18%$420.3K$323.0K-$97.3K2026-11-03
Silverlake Wealth Management LLC
DECREASED3,1953,200-50%$344.4K$323.1K-$21.3K2026-10-21
Private Wealth Group, LLC
INCREASED3,1752,837+338+12%$305.3K$321.0K+$15.7K2026-10-19
Portfolio Design Labs, LLC
NEW3,171—+3,171——$320.6K—2026-11-04
Diversified Management Inc
UNCHANGED3,1703,17000%$341.2K$320.5K-$20.7K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED3,1682,419+749+31%$260.4K$319.7K+$59.4K2026-10-30
Anson Capital, Inc.
DECREASED3,1594,215-1,056-25%$453.6K$319.4K-$134.2K2026-10-23
Chris Bulman Inc
INCREASED3,1553,125+30+1%$336.3K$319.0K-$17.3K2026-10-20
IVC Wealth Advisors LLC
INCREASED3,1542,549+605+24%$274.3K$318.9K+$44.5K2026-10-23
Leisure Capital Management
UNCHANGED3,1113,11100%$334.8K$314.5K-$20.3K2026-11-03
Key Capital Management, Inc
INCREASED3,1102,310+800+35%$248.6K$314.4K+$65.8K2026-11-03
Next Level Private LLC
INCREASED3,1023,077+25+1%$331.2K$313.6K-$17.5K2026-10-20
Transcendent Capital Group LLC
DECREASED3,0943,163-69-2%$340.4K$312.8K-$27.6K2026-10-28
Defined Wealth Management, LLC
INCREASED3,0722,132+940+44%$229.5K$310.5K+$81.1K2026-10-19
Artesa Financial Group, LLC
INCREASED3,0702,341+729+31%$251.9K$310.3K+$58.4K2026-10-29
Kathmere Capital Management, LLC
UNCHANGED3,0663,06600%$330.0K$310.0K-$20.0K2026-10-20
Financial Futures Ltd Liability Co.
INCREASED3,0422,356+686+29%$253.6K$307.6K+$54.0K2026-10-13
Farmers & Merchants Trust Co of Long Beach
INCREASED3,0372,979+58+2%$320.6K$307.0K-$13.6K2026-10-22
King Luther Capital Management Corp
UNCHANGED3,0193,01900%$324.9K$305.2K-$19.7K2026-11-05
AWM Capital, LLC
UNCHANGED2,9972,99700%$322.5K$303.0K-$19.5K2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED2,9962,99600%$322.4K$302.9K-$19.5K2026-11-02
Reston Wealth Management LLC
DECREASED2,9813,151-170-5%$339.1K$301.4K-$37.8K2026-10-29
Certuity, LLC
UNCHANGED2,9772,97700%$320.4K$301.0K-$19.4K2026-11-02
Wall Capital Group, Inc.
INCREASED2,9742,950+24+1%$317.4K$300.7K-$16.8K2026-10-14
Heritage OAK Wealth Advisors LLC
UNCHANGED2,9722,97200%$319.8K$300.5K-$19.4K2026-10-14
Global Assets Advisory, LLC
UNCHANGED2,9442,94400%$315.8K$297.0K-$18.8K2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED2,9432,939+4+0%$316.3K$297.5K-$18.7K2026-10-16
Baker Boyer National Bank
INCREASED2,9382,560+378+15%$275.5K$297.0K+$21.5K2026-11-05
Vann Equity Management LLC
NEW2,926—+2,926——$295.8K—2026-10-08
Acorn Financial Advisory Services Inc
UNCHANGED2,9152,91500%$313.7K$294.7K-$19.0K2026-11-02
UMB Bank, n.a.
UNCHANGED2,9062,90600%$312.7K$293.8K-$18.9K2026-11-06
Legacy Capital Wealth Partners, LLC
UNCHANGED2,8952,89500%$311.6K$292.7K-$18.9K2026-10-21
Independent Wealth Network Inc.
DECREASED2,8883,386-498-15%$364.4K$292.0K-$72.4K2026-10-19
KFG Wealth Management, LLC
INCREASED2,8792,585+294+11%$278.2K$291.1K+$12.9K2026-10-16
BCU Wealth Advisors, LLC
DECREASED2,8763,942-1,066-27%$424.2K$290.8K-$133.4K2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
NEW2,870—+2,870——$290.2K—2026-11-03
KFA Private Wealth Group, LLC
DECREASED2,8583,974-1,116-28%$427.8K$289.0K-$138.8K2026-10-07
Unified Investment Management
UNCHANGED2,8502,85000%$306.7K$288.1K-$18.6K2026-10-14
Cushing Capital Partners, LLC
UNCHANGED2,8072,80700%$302.1K$283.8K-$18.3K2026-10-20
Versant Capital Management, Inc
NEW2,803—+2,803——$283.4K—2026-10-02
Cherry Tree Wealth Management, LLC
DECREASED2,7952,822-27-1%$303.7K$282.6K-$21.1K2026-10-15
Summit Global Investments
DECREASED2,7913,053-262-9%$329.0K$282-$328.7K2026-10-28
Sage Mountain Advisors LLC
DECREASED2,7912,983-192-6%$321.0K$282.2K-$38.9K2026-11-02
Signal Advisors Wealth, LLC
INCREASED2,7872,065+722+35%$222.3K$281.8K+$59.5K2026-10-13
Core Wealth Management, Inc.
UNCHANGED2,7792,77900%$299.1K$281.0K-$18.1K2026-10-22
Warren Street Wealth Advisors, LLC
DECREASED2,7732,860-87-3%$307.8K$280.4K-$27.4K2026-11-04
Advisor OS, LLC
INCREASED2,7662,673+93+3%$287.7K$279.6K-$8.1K2026-11-03
S&A Financial Services, Inc.
DECREASED2,7652,945-180-6%$317.0K$279.6K-$37.4K2026-11-03
Lee Financial Co
DECREASED2,7522,807-55-2%$302.1K$278.2K-$23.9K2026-10-16
Clifford Swan Investment Counsel LLC
UNCHANGED2,7412,74100%$295.0K$277.1K-$17.9K2026-11-05
Blodgett Wealth Advisors, LLC
UNCHANGED2,7392,73900%$294.8K$276.9K-$17.9K2026-10-23
Latitude Advisors, LLC
INCREASED2,7372,568+169+7%$276.3K$276.7K+$3612026-10-27
Herbst Group, LLC
NEW2,733—+2,733——$276.3K—2026-10-20
Trail Ridge Investment Advisors, LLC
NEW2,731—+2,731——$276.1K—2026-10-16
Oceanside Advisors LLC
UNCHANGED2,7312,73100%$293.9K$276.1K-$17.8K2026-11-03
Family Investment Center, Inc.
UNCHANGED2,7232,72300%$293.1K$275.3K-$17.8K2026-10-19
Wagner Wealth Management, LLC
UNCHANGED2,7182,71800%$292.5K$274.8K-$17.7K2026-10-21
Westover Capital Advisors, LLC
DECREASED2,71242,965-40,253-94%$4.6M$274.2K-$4.3M2026-10-26
Cape Investment Advisory, Inc.
INCREASED2,7072,338+369+16%$251.5K$273.7K+$22.2K2026-10-13
Linscomb Wealth, Inc.
INCREASED2,7042,233+471+21%$240.3K$273.4K+$33.1K2026-11-05
Evolution Wealth Advisors, LLC
UNCHANGED2,7042,70400%$291.0K$273.4K-$17.6K2026-11-03
Williams Jones Wealth Management, Llc.
UNCHANGED2,7002,70000%$290.6K$273.0K-$17.6K2026-11-05
Breakwater Investment Management
DECREASED2,6986,026-3,328-55%$648.5K$272.8K-$375.8K2026-10-20
Cora Capital Advisors LLC
NEW2,674—+2,674——$270.3K—2026-11-02
Whitcomb & Hess, Inc.
INCREASED2,6502,479+171+7%$266.8K$267.9K+$1.1K2026-10-07
Innova Wealth Partners
UNCHANGED2,6302,63000%$283.0K$265.9K-$17.1K2026-10-21
Broussard Financial Group LLC
UNCHANGED2,6152,61500%$281.4K$264.4K-$17.0K2026-10-26
Shepherd Financial Partners LLC
DECREASED2,6042,772-168-6%$298.3K$263.3K-$35.1K2026-11-03
Financial Council, LLC
NEW2,595—+2,595——$262.4K—2026-11-02
Carolina Wealth Management Inc
DECREASED2,5662,628-62-2%$282.8K$259.4K-$23.4K2026-10-29
Endowment Wealth Management, Inc.
INCREASED2,5402,522+18+1%$271.4K$256.8K-$14.6K2026-11-03
L.K. Benson & Company, P.C.
DECREASED2,5247,663-5,139-67%$824.7K$255.2K-$569.5K2026-10-23
Cannon Advisors, Inc.
DECREASED2,5042,674-170-6%$286.0K$254.8K-$31.1K2026-10-14
Rossmore Private Capital
UNCHANGED2,5002,50000%$269.1K$252.8K-$16.3K2026-10-27
Fort Washington Investment Advisors Inc
DECREASED2,4972,997-500-17%$322.5K$252.4K-$70.1K2026-10-15
Factor Wealth Management LTD
DECREASED2,4923,774-1,282-34%$406.1K$252.0K-$154.2K2026-10-08
Bigelow Investment Advisors, LLC
DECREASED2,4853,280-795-24%$353.0K$251.2K-$101.8K2026-10-13
Tempus Wealth Planning, LLC
INCREASED2,4742,107+367+17%$226.8K$250.1K+$23.3K2026-10-14
Legacy Advisors, LLC
NEW2,454—+2,454——$248.1K—2026-10-19
LifeGoal Investments, LLC
DECREASED2,4514,729-2,278-48%$508.9K$247.8K-$261.2K2026-10-09
Stevens Capital Partners
DECREASED2,4364,455-2,019-45%$479.5K$246.3K-$233.2K2026-10-29
Integrated Wealth Management
NEW2,425—+2,425——$245.2K—2026-10-19
MN Wealth Advisors, LLC
DECREASED2,4222,514-92-4%$270.6K$245.0K-$25.6K2026-10-23
Blueline Advisors LLC
DECREASED2,4062,798-392-14%$301.2K$243.3K-$57.9K2026-10-15
MW Advisory, LLC
DECREASED2,4053,932-1,527-39%$423.2K$243.1K-$180.0K2026-10-19
Fonville Wealth Management LLC
INCREASED2,3922,372+20+1%$255.2K$241.8K-$13.4K2026-10-28
Baron Financial Group, LLC
DECREASED2,3902,420-30-1%$260.4K$241.6K-$18.8K2026-10-09
WealthPlan Investment Management, LLC
NEW2,376—+2,376——$240.2K—2026-10-15
MSH Capital Advisors LLC
UNCHANGED2,3572,35700%$253.7K$238.3K-$15.4K2026-11-03
Leading Edge Financial Planning LLC
NEW2,353—+2,353——$237.9K—2026-10-23
Riverbend Wealth Management, LLC
INCREASED2,3402,250+90+4%$242.1K$236.6K-$5.5K2026-10-15
Uptick Partners, LLC
NEW2,328—+2,328——$235.4K—2026-11-04
S.E.E.D. Planning Group LLC
NEW2,308—+2,308——$233.3K—2026-10-07
Convergence Financial, LLC
DECREASED2,3083,740-1,432-38%$402.5K$233.3K-$169.2K2026-10-27
Bensler, LLC
DECREASED2,2892,321-32-1%$249.8K$231.4K-$18.4K2026-11-05
Northwest Financial Advisors
INCREASED2,2862,146+140+7%$231.0K$231.1K+$1492026-10-27
Boltwood Capital Management
UNCHANGED2,2852,28500%$245.9K$231.0K-$14.9K2026-10-02
Fortress Financial Group, LLC
UNCHANGED2,2702,27000%$244.3K$229.5K-$14.8K2026-10-21
Brindle & Bay Financial Advisors, LLC
NEW2,268—+2,268——$229.3K—2026-10-15
Clearwave Capital, LLC
DECREASED2,2592,268-90%$244.1K$228.4K-$15.7K2026-10-27
Affinity Capital Advisors, LLC
UNCHANGED2,2442,24400%$241.4K$226.8K-$14.6K2026-10-13
Glass Jacobson Investment Advisors llc
DECREASED2,2354,134-1,899-46%$444.9K$226.0K-$218.9K2026-10-26
Team Financial Group, LLC
DECREASED2,2262,300-74-3%$247.6K$225.1K-$22.5K2026-10-30
Summit Financial Consulting LLC
INCREASED2,2191,996+223+11%$214.8K$224.3K+$9.5K2026-10-15
Veltria Advisors Corp.
INCREASED2,2121,944+268+14%$209.2K$223.6K+$14.4K2026-11-05
21 West Wealth Management LLC
DECREASED2,20057,240-55,040-96%$6.2M$222.4K-$5.9M2026-10-13
Stonehearth Capital Management, LLC
INCREASED2,1922,146+46+2%$231.0K$221.6K-$9.4K2026-10-13
Goldstein Advisors, LLC
NEW2,187—+2,187——$221.1K—2026-10-15
Matauro, LLC
INCREASED2,1672,101+66+3%$226.1K$219.1K-$7.0K2026-11-03
Carrera Capital Advisors
INCREASED2,1612,144+17+1%$230.7K$218.5K-$12.2K2026-11-03
Fearless Solutions, LLC dba Best Invest
UNCHANGED2,1612,16100%$232.6K$218.5K-$14.1K2026-10-14
Quartz Partners, LLC
UNCHANGED2,1612,16100%$232.6K$218.5K-$14.1K2026-11-03
Cooper Financial Group
DECREASED2,1212,719-598-22%$292.6K$214.4K-$78.2K2026-10-07
Bison Wealth, LLC
NEW2,120—+2,120——$214.5K—2026-10-13
Rockport Wealth LLC
UNCHANGED2,1112,11100%$227.2K$213.4K-$13.8K2026-11-03
Essential Planning, Llc.
INCREASED2,0891,985+104+5%$213.6K$211.2K-$2.4K2026-10-21
Argyle Capital Partners, LLC
INCREASED2,0862,078+8+0%$223.6K$210.9K-$12.7K2026-10-23
Postrock Partners LLC
UNCHANGED2,0752,07500%$223.3K$209.8K-$13.5K2026-11-02
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED2,0682,06800%$222.6K$209.1K-$13.5K2026-10-29
Trust Co of Vermont
DECREASED2,0476,317-4,270-68%$679.8K$207.0K-$472.9K2026-10-21
Partners Wealth Management, LLC
NEW2,044—+2,044——$206.6K—2026-10-28
Colorado Capital Management, Inc.
NEW2,043—+2,043——$207—2026-10-15
Garner Asset Management Corp
DECREASED2,04317,985-15,942-89%$1.9M$212.1K-$1.7M2026-10-30
Indivisible Partners
INCREASED2,0431,970+73+4%$212.1K$206.5K-$5.6K2026-10-26
First Citizens Financial Corp
DECREASED2,0223,264-1,242-38%$351.3K$204.4K-$146.8K2026-10-02
Florin Court Capital LLP
DECREASED2,00010,200-8,200-80%$1.1M$202.2K-$895.5K2026-11-02
Hilltop National Bank
DECREASED1,9211,988-67-3%$213.9K$194.2K-$19.7K2026-10-14
Princeton Global Asset Management LLC
INCREASED1,8991,661+238+14%$178.8K$192.0K+$13.2K2026-10-21
Wolff Wiese Magana LLC
UNCHANGED1,8961,89600%$204.0K$191.7K-$12.4K2026-10-15
DT Investment Partners, LLC
INCREASED1,7931,231+562+46%$132.5K$181.3K+$48.8K2026-10-27
Parkside Financial Bank & Trust
DECREASED1,4831,959-476-24%$210.8K$149.9K-$60.9K2026-10-27
Pacifica Partners Inc.
DECREASED1,4502,099-649-31%$225.6K$146.9K-$78.7K2026-10-09
Signature Equity Partners, LLC
INCREASED1,21324+1,189+4954%$2.6K$122.6K+$120.0K2026-10-29
Realta Investment Advisors
DECREASED1,2001,203-30%$129.5K$121.3K-$8.1K2026-10-14
Canton Hathaway, LLC
UNCHANGED1,1801,18000%$127.0K$119.3K-$7.7K2026-10-23
Elevated Capital Advisors, LLC
INCREASED1,1421,117+25+2%$120.2K$115.4K-$4.8K2026-11-04
Mcdonald Partners LLC
UNCHANGED1,0771,07700%$115.9K$108.9K-$7.0K2026-11-03
Moisand Fitzgerald Tamayo, LLC
DECREASED1,0701,393-323-23%$149.9K$108.2K-$41.7K2026-10-15
IMG Wealth Management, Inc.
INCREASED1,066978+88+9%$105.3K$107.8K+$2.5K2026-10-27
Valley National Advisers Inc
UNCHANGED1,0561,05600%$113.6K$106.8K-$6.9K2026-10-23
Farmers & Merchants Investments Inc
INCREASED1,017607+410+68%$65.3K$102.8K+$37.5K2026-10-22
Quest 10 Wealth Builders, Inc.
DECREASED1,0111,482-471-32%$159.5K$102.2K-$57.3K2026-11-02
Miller Global Investments, LLC
NEW955—+955——$96.6K—2026-10-02
Union Savings Bank
DECREASED9122,297-1,385-60%$247.2K$92.2K-$155.0K2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED90090000%$96.9K$91.0K-$5.9K2026-10-22
Atwood & Palmer Inc
INCREASED860853+7+1%$91.8K$87.0K-$4.9K2026-10-08
Center for Financial Planning, Inc.
DECREASED8433,521-2,678-76%$378.9K$85.2K-$293.7K2026-10-26
Lloyd Advisory Services, Llc.
NEW839—+839——$84.8K—2026-11-02
Root Financial Partners, LLC
DECREASED8093,825-3,016-79%$411.6K$81.8K-$329.8K2026-10-21
United Community Bank
UNCHANGED80080000%$86.1K$80.9K-$5.2K2026-10-28
Angeles Investment Advisors, LLC
UNCHANGED78578500%$84.5K$79.4K-$5.1K2026-10-22
Triumph Capital Management
INCREASED717538+179+33%$57.9K$72.5K+$14.6K2026-10-14
Trust Co of Toledo NA
UNCHANGED70370300%$75.7K$71.1K-$4.6K2026-10-16
Markowski Investments
DECREASED7001,200-500-42%$129.1K$70.8K-$58.4K2026-10-30
Nova Financial LLC
NEW670—+670——$67.7K—2026-11-04
William Mack & Associates, Inc.
NEW650—+650——$65.7K—2026-10-27
Mechanics Financial Corp
UNCHANGED64364300%$69.2K$65.0K-$4.2K2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED635871-236-27%$93.7K$64.2K-$29.5K2026-10-23
NBH Bank
INCREASED624456+168+37%$49.1K$63.1K+$14.0K2026-11-05
Planning Strategies Inc.
NEW582—+582——$58.8K—2026-10-02
Richardson Financial Services Inc.
UNCHANGED55455400%$59.6K$56.0K-$3.6K2026-10-30
Y.D. More Investments Ltd
INCREASED540160+380+238%$17.2K$54.6K+$37.4K2026-11-02
Cassaday & Co Wealth Management LLC
DECREASED525651-126-19%$70.1K$53.1K-$17.0K2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED52252200%$56.2K$52.8K-$3.4K2026-10-22
Pflug Koory, LLC
INCREASED516513+3+1%$55.2K$52.2K-$3.0K2026-10-26
Harbor Investment Advisory, LLC
DECREASED500510-10-2%$54.9K$50.6K-$4.3K2026-10-13
Advocate Investing Services LLC
UNCHANGED47947900%$51.6K$48.4K-$3.1K2026-10-26
Bfsg, LLC
INCREASED474407+67+16%$43.8K$47.9K+$4.1K2026-10-30
Toth Financial Advisory Corp
UNCHANGED45245200%$48.6K$45.7K-$2.9K2026-10-08
Register Financial Advisors LLC
UNCHANGED44244200%$47.6K$44.7K-$2.9K2026-10-23
Valued Wealth Advisors LLC
NEW440—+440——$44.5K—2026-11-05
Friedenthal Financial
UNCHANGED42942900%$46.2K$43.4K-$2.8K2026-10-27
Horizon Financial Services, LLC
UNCHANGED42042000%$45.2K$42.5K-$2.7K2026-11-04
Nemes Rush Group LLC
UNCHANGED39739700%$42.7K$40.1K-$2.6K2026-11-04
Concord Wealth Partners
UNCHANGED38838800%$41.8K$39.2K-$2.5K2026-11-02
Bank of New Hampshire
UNCHANGED37237200%$40.0K$37.6K-$2.4K2026-10-06
Wilkerson Advisory Group LLC
UNCHANGED36336300%$39.1K$36.7K-$2.4K2026-10-20
First Bancorp, Inc
UNCHANGED35535500%$38.2K$35.9K-$2.3K2026-10-26
Quaker Wealth Management, LLC
INCREASED353289+64+22%$31.1K$35.7K+$4.6K2026-10-22
Next Level Wealth Planning, LLC
NEW337—+337——$34.1K—2026-10-29
Asset Dedication, LLC
UNCHANGED30030000%$32.2K$30.3K-$2.0K2026-11-03
NorthAvenue LLC
UNCHANGED29729700%$31.9K$30.0K-$1.9K2026-10-29
Harbor Asset Planning, Inc.
DECREASED256418-162-39%$45.0K$25.8K-$19.1K2026-10-23
American Capital Advisory, LLC
UNCHANGED25025000%$26.9K$25.3K-$1.6K2026-10-28
Chilton Capital Management LLC
UNCHANGED23523500%$25.3K$23.8K-$1.5K2026-10-28
Montgomery Financial Services LLC
INCREASED234170+64+38%$18.3K$23.7K+$5.4K2026-11-03
Evolution Wealth Management Inc.
DECREASED2331,635-1,402-86%$176.0K$23.6K-$152.4K2026-10-28
Financial Network Wealth Advisors LLC
DECREASED229470-241-51%$50.6K$23.2K-$27.4K2026-10-28
KFG LLC
NEW203—+203——$20.5K—2026-11-02
First Premier Bank
UNCHANGED20020000%$22$20-$22026-10-13
Burkett Financial Services, LLC
NEW185—+185——$18.7K—2026-10-01
Eukles Asset Management
NEW181—+181——$18.3K—2026-11-04
Hurley Capital, LLC
UNCHANGED17917900%$19.2K$18.2K-$1.0K2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW177—+177——$17.9K—2026-10-20
Roxbury Financial LLC
INCREASED163161+2+1%$17.3K$16.4K-$9182026-10-01
Holos Integrated Wealth LLC
UNCHANGED14414400%$15.4K$14.7K-$7062026-10-23
Beacon Investment Advisory Services, Inc.
DECREASED142147-5-3%$15.8K$14.4K-$1.5K2026-10-13
Investors Research Corp
UNCHANGED13913900%$15.0K$14.1K-$9062026-10-07
RMG Wealth Management LLC
NEW118—+118——$12.2K—2026-10-26
Valley Wealth Managers, Inc.
UNCHANGED959500%$10.2K$9.6K-$6192026-10-09
Networth Advisors, LLC
INCREASED9392+1+1%$9.9K$9.4K-$5242026-11-03
Capital Investment Counsel, Inc
NEW81—+81——$8.2K—2026-10-20
Hanson & Doremus Investment Management
NEW75—+75——$8—2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED565600%$6.0K$5.7K-$3652026-10-07
Central Trust Co
DECREASED55268-213-79%$28.8K$5.6K-$23.3K2026-11-05
Archer Investment Corp
DECREASED52154-102-66%$16.6K$5.3K-$11.3K2026-11-05
SJS Investment Consulting Inc.
UNCHANGED515100%$5.5K$5.2K-$3322026-10-26
Spurstone Advisory Services, LLC
DECREASED4955-6-11%$5.9K$5.0K-$9382026-11-02
Sunrise Financial Services, LLC
UNCHANGED454500%$4.8K$4.6K-$2932026-10-21
Three Bridge Wealth Advisors, LLC
NEW44—+44——$4.4K—2026-11-05
Midwest Capital Advisors, LLC
DECREASED3339-6-15%$4.2K$3.4K-$8632026-11-04
Pillar Financial Advisors, LLC
UNCHANGED333300%$3.6K$3.3K-$2152026-10-21
West Financial Advisors, LLC
DECREASED23103-80-78%$11.1K$2.3K-$8.8K2026-10-22
City State Bank
DECREASED18127-109-86%$13.7K$1.8K-$11.8K2026-10-20
Gables Capital Management Inc.
UNCHANGED141400%$1.5K$1.4K-$922026-11-04
High Note Wealth, LLC
NEW6—+6——$607—2026-10-27
MTM Investment Management, LLC
DECREASED6114-108-95%$12.3K$607-$11.7K2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED56-1-17%$646$506-$1402026-10-23
Transce3nd, LLC
NEW3—+3——$307—2026-10-26
Align Financial, LLC
NEW3—+3——$303—2026-10-16
Bear Mountain Capital, Inc.
UNCHANGED1100%$70$67-$32026-11-04
Key FInancial Inc
UNCHANGED1100%$108$101-$72026-11-02
Garde Capital, Inc.
CLOSED0330,129-330,129-100%$35.5M$0-$35.5M2026-10-29
Boston Standard Wealth Management, LLC
CLOSED0225,728-225,728-100%$24.2M$0-$24.2M2026-10-07
Wlth Capital Management, LLC
CLOSED024,903-24,903-100%$2.7M$0-$2.7M2026-10-20
Financial Partners Group, Inc
CLOSED023,866-23,866-100%$2.6M$0-$2.6M2026-10-19
Ocean Park Asset Management, LLC
CLOSED021,999-21,999-100%$2.4M$0-$2.4M2026-10-21
Exchange Traded Concepts, LLC
CLOSED021,999-21,999-100%$2.4M$0-$2.4M2026-10-28
Asio Capital, LLC
CLOSED017,600-17,600-100%$1.9M$0-$1.9M2026-10-19
Pearl Planning LLC
CLOSED017,146-17,146-100%$1.8M$0-$1.8M2026-10-13
TBH Global Asset Management, LLC
CLOSED016,617-16,617-100%$1.8M$0-$1.8M2026-11-03
Ramsey Quantitative Systems
CLOSED015,000-15,000-100%$1.6M$0-$1.6M2026-10-22
Elmwood Wealth Management, Inc.
CLOSED011,465-11,465-100%$1.2M$0-$1.2M2026-10-14
TritonPoint Partners, LLC
CLOSED09,892-9,892-100%$1.1M$0-$1.1M2026-11-05
Centurion Wealth Management LLC
CLOSED09,305-9,305-100%$1.0M$0-$1.0M2026-10-13
Ballast Rock Private Wealth LLC
CLOSED09,142-9,142-100%$983.9K$0-$983.9K2026-10-26
Little House Capital LLC
CLOSED07,640-7,640-100%$822.3K$0-$822.3K2026-11-06
Ritholtz Wealth Management
CLOSED07,600-7,600-100%$817.9K$0-$817.9K2026-11-05
Wiser Wealth Management, Inc
CLOSED06,106-6,106-100%$657.1K$0-$657.1K2026-10-14
RAM Investment Partners, LLC
CLOSED05,732-5,732-100%$616.9K$0-$616.9K2026-10-21
Sutton Place Investors LLC
CLOSED05,169-5,169-100%$556.3K$0-$556.3K2026-10-20
Altar Rock LLC
CLOSED04,283-4,283-100%$460.9K$0-$460.9K2026-11-06
Jefferies Financial Group Inc.
CLOSED04,268-4,268-100%$459.4K$0-$459.4K2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED04,113-4,113-100%$442.6K$0-$442.6K2026-10-27
XML Financial, LLC
CLOSED04,025-4,025-100%$433.2K$0-$433.2K2026-10-29
Columbia Advisory Partners LLC
CLOSED04,023-4,023-100%$433.0K$0-$433.0K2026-10-15
Wise Wealth Partners
CLOSED03,951-3,951-100%$425.2K$0-$425.2K2026-10-14
Amplius Wealth Advisors, LLC
CLOSED03,859-3,859-100%$415.3K$0-$415.3K2026-10-20
WBH Advisory Inc
CLOSED03,760-3,760-100%$404.7K$0-$404.7K2026-11-05
Welch Group, LLC
CLOSED03,629-3,629-100%$390.6K$0-$390.6K2026-10-29
Clarity Asset Management, Inc.
CLOSED03,551-3,551-100%$382.2K$0-$382.2K2026-10-14
GoalVest Advisory LLC
CLOSED03,529-3,529-100%$379.8K$0-$379.8K2026-10-02
Pinion Investment Advisors, LLC
CLOSED03,529-3,529-100%$379.8K$0-$379.8K2026-11-04
Kane Co Wealth Management, Inc.
CLOSED03,500-3,500-100%$376.7K$0-$376.7K2026-11-04
Hutchens & Kramer Investment Management Group, LLC
CLOSED03,468-3,468-100%$373.2K$0-$373.2K2026-10-16
Maple Capital Management, Inc.
CLOSED03,263-3,263-100%$351.2K$0-$351.2K2026-11-02
Peddock Capital Advisors, LLC
CLOSED03,163-3,163-100%$340.4K$0-$340.4K2026-10-16
Dynamic Wealth Strategies, LLC
CLOSED03,115-3,115-100%$335.2K$0-$335.2K2026-10-16
Advisory Resource Group
CLOSED02,964-2,964-100%$319.0K$0-$319.0K2026-10-26
Relyea Zuckerberg Hanson LLC
CLOSED02,847-2,847-100%$306.4K$0-$306.4K2026-10-20
West Wealth Group, LLC
CLOSED02,833-2,833-100%$304.9K$0-$304.9K2026-10-14
Whitegate Investment Counselors, Inc.
CLOSED02,765-2,765-100%$297.6K$0-$297.6K2026-11-02
Index Fund Advisors, Inc.
CLOSED02,566-2,566-100%$276.1K$0-$276.1K2026-11-05
Provident Wealth Management, LLC
CLOSED02,506-2,506-100%$269.7K$0-$269.7K2026-10-20
Excalibur Management Corp
CLOSED02,403-2,403-100%$258.6K$0-$258.6K2026-11-02
One Plus One Wealth Management, LLC
CLOSED02,338-2,338-100%$251.6K$0-$251.6K2026-10-16
Goelzer Investment Management, Inc.
CLOSED02,332-2,332-100%$251.0K$0-$251.0K2026-10-16
Focused Wealth Management, Inc
CLOSED02,327-2,327-100%$250.4K$0-$250.4K2026-10-30
HBE Wealth Management, LLC
CLOSED02,314-2,314-100%$249.0K$0-$249.0K2026-11-06
Opal Wealth Advisors, LLC
CLOSED02,312-2,312-100%$248.8K$0-$248.8K2026-10-16
Gryphon Financial Partners LLC
CLOSED02,202-2,202-100%$237.0K$0-$237.0K2026-11-04
Aprio Wealth Management, LLC
CLOSED02,195-2,195-100%$236.2K$0-$236.2K2026-10-28
Foundation Wealth Management, Llc\pa
CLOSED02,186-2,186-100%$235.2K$0-$235.2K2026-10-14
Moneco Advisors, LLC
CLOSED02,161-2,161-100%$232.6K$0-$232.6K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED02,120-2,120-100%$228.2K$0-$228.2K2026-10-14
Clarity Wealth Development LLC
CLOSED02,099-2,099-100%$225.9K$0-$225.9K2026-10-22
Harbour Trust & Investment Management Co
CLOSED02,086-2,086-100%$224.5K$0-$224.5K2026-10-28
Columbus Macro, LLC
CLOSED02,025-2,025-100%$217.9K$0-$217.9K2026-10-14
BLB&B Advisors, LLC
CLOSED02,018-2,018-100%$217.2K$0-$217.2K2026-10-27
Kanawha Capital Management LLC
CLOSED02,012-2,012-100%$216.5K$0-$216.5K2026-10-19
Morton Capital Management LLC
CLOSED01,970-1,970-100%$212.0K$0-$212.0K2026-10-23
Aviance Capital Partners, LLC
CLOSED01,959-1,959-100%$210.8K$0-$210.8K2026-10-29
Guardian Asset Advisors, LLC
CLOSED01,949-1,949-100%$209.9K$0-$209.9K2026-10-16
Successful Portfolios LLC
CLOSED01,940-1,940-100%$207.6K$0-$207.6K2026-10-09
Fiduciary Alliance LLC
CLOSED01,939-1,939-100%$208.7K$0-$208.7K2026-10-13
Sound Income Strategies, LLC
CLOSED01,928-1,928-100%$207.5K$0-$207.5K2026-10-09
One Way Holdings LLC
CLOSED01,904-1,904-100%$204.9K$0-$204.9K2026-10-29
Philip James Wealth Mangement, LLC
CLOSED01,882-1,882-100%$202.6K$0-$202.6K2026-10-27
AlphaCentric Advisors LLC
CLOSED01,284-1,284-100%$138.2K$0-$138.2K2026-11-03
Financial Consulate, Inc
CLOSED01,254-1,254-100%$135.0K$0-$135.0K2026-10-23
LifeSteps Financial, Inc.
CLOSED0448-448-100%$48.2K$0-$48.2K2026-10-15
Robinswood Financial LLC
CLOSED0202-202-100%$21.7K$0-$21.7K2026-10-20
Commonwealth Retirement Investments LLC
CLOSED0172-172-100%$18.5K$0-$18.5K2026-10-26
Country Trust Bank
CLOSED0108-108-100%$11.6K$0-$11.6K2026-10-30
Vermillion Wealth Management, Inc.
CLOSED033-33-100%$3.6K$0-$3.6K2026-10-26
Nfsg Corp
CLOSED000—$0$0$02026-10-15
Financial Management Professionals, Inc.
DECREASED039-39-100%$4.2K$6-$4.2K2026-10-23
Bank of America Corp
N/A—44,699,544-44,699,544-100%$4.8B———
FMR LLC
N/A—22,787,508-22,787,508-100%$2.5B———
Betterment LLC
N/A—21,039,515-21,039,515-100%$2.3B———
Envestnet Asset Management Inc
N/A—17,585,152-17,585,152-100%$1.9B———
Wells Fargo & Company
N/A—10,375,308-10,375,308-100%$1.1B———
Mercer Global Advisors Inc
N/A—10,361,448-10,361,448-100%$1.1B———
Northwestern Mutual Wealth Management Co
N/A—9,354,522-9,354,522-100%$1.0B———
UBS Group AG
N/A—8,227,175-8,227,175-100%$885.4M———
Morgan Stanley
N/A—7,865,009-7,865,009-100%$846.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,996,446-5,996,446-100%$645.3M———
SEI Investments Co
N/A—5,065,381-5,065,381-100%$545.1M———
Wealthfront Advisers LLC
N/A—4,552,278-4,552,278-100%$489.9M———
JPMorgan Chase & Co
N/A—4,479,123-4,479,123-100%$482.4M———
Cetera Investment Advisers
N/A—3,581,966-3,581,966-100%$385.5M———
Jones Financial Companies Lllp
N/A—3,176,798-3,176,798-100%$341.8M———
Goldman Sachs Group Inc
N/A—2,580,280-2,580,280-100%$277.7M———
Allstate Corp
N/A—2,568,075-2,568,075-100%$276.4M———
MML Investors Services, LLC
N/A—2,391,883-2,391,883-100%$257.4M———
Raymond James Financial Inc
N/A—2,269,886-2,269,886-100%$244.3M———
RWA Wealth Partners, LLC
N/A—2,248,617-2,248,617-100%$242.0M———
Sequoia Financial Advisors, LLC
N/A—2,128,656-2,128,656-100%$229.1M———
Mariner, LLC
N/A—2,096,093-2,096,093-100%$225.6M———
Ameriprise Financial Inc
N/A—1,823,329-1,823,329-100%$196.2M———
HighTower Advisors, LLC
N/A—1,689,093-1,689,093-100%$181.8M———
One Capital Management, LLC
N/A—1,606,330-1,606,330-100%$170.5M———
Captrust Financial Advisors
N/A—1,366,152-1,366,152-100%$147.0M———
Envestnet Portfolio Solutions, Inc.
N/A—1,242,985-1,242,985-100%$133.8M———
BlackRock, Inc.
N/A—1,115,072-1,115,072-100%$120.0M———
Osaic Holdings, Inc.
N/A—1,112,879-1,112,879-100%$119.8M———
Royal Bank of Canada
N/A—1,103,924-1,103,924-100%$118.8M———
Cerity Partners LLC
N/A—1,101,170-1,101,170-100%$118.5M———
Renaissance Technologies LLC
N/A—1,004,526-1,004,526-100%$108.1M———
Focus Partners Wealth
N/A—907,867-907,867-100%$97.7M———
OneDigital Investment Advisors LLC
N/A—895,982-895,982-100%$96.4M———
Orion Porfolio Solutions, LLC
N/A—895,244-895,244-100%$96.3M———
EP Wealth Advisors, LLC
N/A—854,384-854,384-100%$91.9M———
Oxford Financial Group, Ltd. LLC
N/A—840,791-840,791-100%$90.5M———
UBS Asset Management Americas LLC
N/A—786,787-786,787-100%$84.7M———
Beacon Pointe Advisors, LLC
N/A—778,307-778,307-100%$83.8M———
O'shaughnessy Asset Management, LLC
N/A—753,693-753,693-100%$81.1M———
Rockefeller Capital Management L.P.
N/A—694,504-694,504-100%$74.7M———
United Capital Financial Advisors, LLC
N/A—655,019-655,019-100%$70.4M———
Bessemer Group Inc
N/A—654,889-654,889-100%$70.5M———
Stifel Financial Corp
N/A—647,854-647,854-100%$69.7M———
State of Wisconsin Investment Board
N/A—607,800-607,800-100%$65.4M———
Financial Engines Advisors L.L.C.
N/A—594,473-594,473-100%$64.0M———
Wealthspire Advisors, LLC
N/A—568,001-568,001-100%$61.1M———
Choate Investment Advisors
N/A—547,382-547,382-100%$58.9M———
Bank of Montreal
N/A—547,248-547,248-100%$58.9M———
Integrated Wealth Concepts LLC
N/A—540,228-540,228-100%$58.1M———
Dynasty Wealth Management, LLC
N/A—517,550-517,550-100%$55.7M———
Manning & Napier Advisors LLC
N/A—508,120-508,120-100%$54.7M———
Franklin Resources Inc
N/A—499,586-499,586-100%$53.8M———
Coldstream Capital Management Inc
N/A—479,909-479,909-100%$51.6M———
Alliancebernstein L.P.
N/A—470,875-470,875-100%$50.0M———
Seeds Investor LLC
N/A—463,913-463,913-100%$49.9M———
Jane Street Group, LLC
N/A—459,748-459,748-100%$49.5M———
Commerce Bank
N/A—437,228-437,228-100%$47.1M———
Savvy Advisors, Inc.
N/A—434,940-434,940-100%$46.8M———
Arkos Global Advisors
N/A—425,326-425,326-100%$45.8M———
Equitable Holdings, Inc.
N/A—418,400-418,400-100%$45.0M———
HSBC Holdings PLC
N/A—399,895-399,895-100%$43.0M———
Arax Advisory Partners
N/A—393,109-393,109-100%$42.3M———
Bluespring Wealth Management, LLC
N/A—379,368-379,368-100%$40.8M———
Baird Financial Group, Inc.
N/A—364,923-364,923-100%$39.3M———
Sanctuary Advisors, LLC
N/A—364,746-364,746-100%$39.3M———
Nicolet Bankshares Inc
N/A—358,958-358,958-100%$38.6M———
Rivernorth Capital Management, LLC
N/A—340,663-340,663-100%$36.7M———
Johnson Investment Counsel Inc
N/A—336,267-336,267-100%$36.2M———
Fort Point Capital Partners LLC
N/A—308,130-308,130-100%$33.2M———
Stratos Wealth Partners, Ltd.
N/A—303,437-303,437-100%$32.7M———
Quotient Wealth Partners, LLC
N/A—301,535-301,535-100%$32.5M———
Prudential Financial Inc
N/A—299,860-299,860-100%$32.3M———
Tiaa Trust, National Association
N/A—297,276-297,276-100%$32.0M———
Janney Montgomery Scott LLC
N/A—293,191-293,191-100%$31.6M———
Peapack Gladstone Financial Corp
N/A—280,643-280,643-100%$30.2M———
Alaska Wealth Advisors, LLC
N/A—277,663-277,663-100%$29.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—276,304-276,304-100%$29.7M———
Dakota Wealth Management
N/A—268,682-268,682-100%$28.9M———
Natixis Advisors, LLC
N/A—261,317-261,317-100%$28.1M———
Ally Invest Advisors Inc.
N/A—256,431-256,431-100%$27.6M———
Crewe Advisors LLC
N/A—256,075-256,075-100%$27.6M———
One Wealth Advisors, LLC
N/A—254,110-254,110-100%$27.3M———
SageView Advisory Group, LLC
N/A—250,803-250,803-100%$27.0M———
M&T Bank Corp
N/A—246,326-246,326-100%$26.5M———
NewEdge Advisors, LLC
N/A—245,557-245,557-100%$26.4M———
Huntington National Bank
N/A—244,426-244,426-100%$26.3M———
Soros Fund Management LLC
N/A—241,400-241,400-100%$26.0M———
Cresset Asset Management, LLC
N/A—237,825-237,825-100%$25.6M———
Icon Wealth Advisors, LLC
N/A—232,862-232,862-100%$25.1M———
Steward Partners Investment Advisory, LLC
N/A—228,418-228,418-100%$24.6M———
Alesco Advisors, LLC, An ESL Co
N/A—227,854-227,854-100%$24.5M———
Freestone Capital Holdings, LLC
N/A—223,509-223,509-100%$24.1M———
AE Wealth Management LLC
N/A—222,382-222,382-100%$23.9M———
Pathstone Holdings, LLC
N/A—218,365-218,365-100%$23.5M———
Bernicke Wealth Management, Ltd.
N/A—210,540-210,540-100%$22.7M———
Aptus Capital Advisors, LLC
N/A—197,324-197,324-100%$21.2M———
BNP Paribas Financial Markets
N/A—192,573-192,573-100%$20.7M———
Capstone Investment Advisors, LLC
N/A—187,001-187,001-100%$20.1M———
Great Valley Advisor Group, Inc.
N/A—181,282-181,282-100%$19.5M———
HRT Financial LP
N/A—180,303-180,303-100%$19.4M———
World Investment Advisors
N/A—171,455-171,455-100%$18.2M———
&partners
N/A—164,088-164,088-100%$18.0M———
Vestmark Advisory Solutions, Inc.
N/A—163,753-163,753-100%$17.6M———
Advisory Services Network, LLC
N/A—160,212-160,212-100%$17.2M———
Keebeck Wealth Management
N/A—156,396-156,396-100%$16.8M———
Zhang Financial LLC
N/A—154,233-154,233-100%$16.6M———
Private Advisor Group, LLC
N/A—154,148-154,148-100%$16.6M———
Fukoku Mutual Life Insurance Co
N/A—153,000-153,000-100%$16.5M———
Meridian Wealth Partners, LLC
N/A—152,797-152,797-100%$16.4M———
CIBC Bancorp USA Inc.
N/A—144,264-144,264-100%$15.4M———
Bridge Generations Wealth Management LLC
N/A—137,613-137,613-100%$14.8M———
Ellevest, Inc.
N/A—137,354-137,354-100%$14.8M———
Alley Investment Management Company, LLC
N/A—136,328-136,328-100%$14.7M———
Clearwater Capital Advisors, LLC
N/A—135,495-135,495-100%$14.6M———
Tyche Wealth Partners LLC
N/A—134,608-134,608-100%$14.5M———
German American Bancorp, Inc.
N/A—134,158-134,158-100%$14.4M———
Connable Office Inc
N/A—133,575-133,575-100%$14.4M———
Waterloo Capital, L.P.
N/A—133,204-133,204-100%$14.3M———
Price T Rowe Associates Inc
N/A—132,700-132,700-100%$14.3M———
McNamara Financial Services, Inc.
N/A—132,166-132,166-100%$14.2M———
AlTi Global, Inc.
N/A—131,321-131,321-100%$14.1M———
Beacon Bridge Wealth Partners, LLC
N/A—128,023-128,023-100%$13.8M———
BTC Capital Management, Inc.
N/A—123,247-123,247-100%$13.3M———
Manhattan West Asset Management, LLC
N/A—122,784-122,784-100%$13.2M———
Deutsche Bank Ag\
N/A—121,124-121,124-100%$13.0M———
Fiduciary Trust Co
N/A—121,071-121,071-100%$13.0M———
SCS Capital Management LLC
N/A—120,842-120,842-100%$13.0M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—118,220-118,220-100%$12.7M———
Quantinno Capital Management LP
N/A—117,186-117,186-100%$12.6M———
Waverly Advisors, LLC
N/A—116,781-116,781-100%$12.6M———
Principal Securities, Inc.
N/A—113,453-113,453-100%$12.2M———
Summit Financial, LLC
N/A—107,650-107,650-100%$11.6M———
Regal Investment Advisors LLC
N/A—106,890-106,890-100%$11.5M———
Nuveen, LLC
N/A—106,878-106,878-100%$11.5M———
WealthCollab, LLC
N/A—104,517-104,517-100%$11.2M———
Elm Partners Management LLC
N/A—103,433-103,433-100%$11.1M———
Lazard Asset Management LLC
N/A—100,702-100,702-100%$10.8M———
Valmark Advisers, Inc.
N/A—100,505-100,505-100%$10.8M———
Bragg Financial Advisors, Inc
N/A—100,248-100,248-100%$10.8M———
Pure Financial Advisors, LLC
N/A—99,802-99,802-100%$10.7M———
Okabena Investment Services Inc
N/A—99,038-99,038-100%$10.7M———
Citadel Advisors LLC
N/A—97,228-97,228-100%$10.5M———
BSW Wealth Partners
N/A—92,559-92,559-100%$10.0M———
Belpointe Asset Management LLC
N/A—91,766-91,766-100%$9.9M———
Baron Silver Stevens Financial Advisors, LLC
N/A—91,385-91,385-100%$9.8M———
Bartlett & Co. Wealth Management LLC
N/A—91,224-91,224-100%$9.8M———
Granite Harbor Advisors, Inc.
N/A—90,444-90,444-100%$9.7M———
Susquehanna International Group, LLP
N/A—89,220-89,220-100%$9.6M———
Horiko Capital Management LLC
N/A—88,700-88,700-100%$9.5M———
Cascade Financial Partners, LLC
N/A—84,856-84,856-100%$9.1M———
Global Retirement Partners, LLC
N/A—82,801-82,801-100%$8.9M———
Horizon Investments, LLC
N/A—82,244-82,244-100%$8.8M———
Fortis Capital Advisors, LLC
N/A—82,195-82,195-100%$8.8M———
WealthShield Partners, LLC
N/A—82,097-82,097-100%$8.8M———
NewEdge Wealth, LLC
N/A—81,866-81,866-100%$8.8M———
Smithfield Trust Co
N/A—81,306-81,306-100%$8.7M———
Summit Wealth Group, LLC
N/A—80,642-80,642-100%$8.7M———
Tidal Investments LLC
N/A—80,521-80,521-100%$8.6M———
Chesapeake Capital Corp
N/A—80,521-80,521-100%$8.7M———
Prairieview Wealth Partners, LLC
N/A—78,709-78,709-100%$8.5M———
ST Germain D J Co Inc
N/A—78,654-78,654-100%$8.5M———
WIT, LLC
N/A—76,599-76,599-100%$8.2M———
American Century Companies Inc
N/A—75,700-75,700-100%$8.1M———
Advyzon Investment Management, LLC
N/A—74,851-74,851-100%$8.1M———
Focus Partners Advisor Solutions, LLC
N/A—74,353-74,353-100%$8.0M———
Edgestream Partners, L.P.
N/A—71,305-71,305-100%$7.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—69,429-69,429-100%$7.5M———
Northern Trust Corp
N/A—68,570-68,570-100%$7.4M———
Hirtle & Co., LLC
N/A—67,313-67,313-100%$7.2M———
Foundations Investment Advisors, LLC
N/A—66,889-66,889-100%$7.2M———
Kingsview Wealth Management, LLC
N/A—66,258-66,258-100%$7.1M———
Tilson Financial Group, Inc.
N/A—65,028-65,028-100%$7.0M———
North Dallas Bank & Trust Co
N/A—61,238-61,238-100%$6.6M———
Composition Wealth, LLC
N/A—60,688-60,688-100%$6.5M———
Brown Advisory Inc
N/A—58,782-58,782-100%$6.3M———
First American Trust, FSB
N/A—57,548-57,548-100%$6.2M———
Alongside, LLC
N/A—56,928-56,928-100%$6.1M———
49 Wealth Management, LLC
N/A—56,928-56,928-100%$6.1M———
Alpha Financial Partners LLC
N/A—56,778-56,778-100%$6.1M———
Dogwood Wealth Management LLC
N/A—55,041-55,041-100%$5.9M———
EFG International AG
N/A—54,784-54,784-100%$5.9M———
Benjamin Edwards Inc
N/A—54,696-54,696-100%$5.9M———
Smartleaf Asset Management LLC
N/A—54,337-54,337-100%$5.9M———
Fairview Capital Investment Management, LLC
N/A—54,150-54,150-100%$5.8M———
IFG Advisory, LLC
N/A—54,148-54,148-100%$5.8M———
Seaside Wealth Management, Inc.
N/A—53,875-53,875-100%$5.8M———
Spartan Wealth Advisory Services LLC
N/A—53,862-53,862-100%$5.8M———
IEQ Capital, LLC
N/A—53,377-53,377-100%$5.7M———
CreativeOne Wealth, LLC
N/A—53,139-53,139-100%$5.7M———
Prosperity Consulting Group, LLC
N/A—52,683-52,683-100%$5.7M———
Flputnam Investment Management Co
N/A—51,955-51,955-100%$5.6M———
Capital Analysts, LLC
N/A—51,949-51,949-100%$5.6M———
Brio Consultants, LLC
N/A—51,572-51,572-100%$5.6M———
Pinnacle Financial Partners, Inc.
N/A—51,165-51,165-100%$5.5M———
Lifeworks Advisors, LLC
N/A—49,288-49,288-100%$5.3M———
Bleakley Financial Group, LLC
N/A—49,049-49,049-100%$5.3M———
Checchi Capital Advisers, LLC
N/A—47,229-47,229-100%$5.1M———
Mayflower Financial Advisors, LLC
N/A—46,168-46,168-100%$5.0M———
Dravo BAY LLC
N/A—46,148-46,148-100%$5.0M———
Sand Hill Global Advisors, LLC
N/A—44,687-44,687-100%$4.8M———
Dorsey & Whitney Trust Co LLC
N/A—42,761-42,761-100%$4.6M———
Hancock Whitney Corp
N/A—42,199-42,199-100%$4.5M———
GenTrust, LLC
N/A—42,089-42,089-100%$4.5M———
CVA Family Office, LLC
N/A—41,831-41,831-100%$4.5M———
Bcgm Wealth Management, LLC
N/A—40,894-40,894-100%$4.4M———
MidFirst Bank
N/A—40,612-40,612-100%$4.4M———
First Foundation Advisors
N/A—40,551-40,551-100%$4.4M———
Clifford Group, LLC
N/A—40,360-40,360-100%$4.3M———
Beaird Harris Wealth Management, LLC
N/A—39,886-39,886-100%$4.3M———
MAI Capital Management
N/A—39,740-39,740-100%$4.3M———
Stratos Wealth Advisors, LLC
N/A—39,324-39,324-100%$4.2M———
FourThought Financial Partners, LLC
N/A—39,090-39,090-100%$4.2M———
Johnson Financial Group, Inc.
N/A—39,028-39,028-100%$4.2M———
Kastel Capital Advisors, LLC
N/A—38,536-38,536-100%$4.1M———
Partners Capital Investment Group, LLP
N/A—37,977-37,977-100%$4.1M———
Blair William & Co
N/A—37,857-37,857-100%$4.1M———
Foster & Motley Inc
N/A—37,200-37,200-100%$4.0M———
Arkadios Wealth Advisors
N/A—37,096-37,096-100%$4.0M———
Venturi Wealth Management, LLC
N/A—37,081-37,081-100%$4.0M———
TD Capital Management LLC
N/A—36,931-36,931-100%$4.0M———
Wayfinding Financial, LLC
N/A—36,294-36,294-100%$3.9M———
Francis Financial, Inc.
N/A—35,514-35,514-100%$3.8M———
Redwood Investment Management, LLC
N/A—35,065-35,065-100%$3.8M———
Robinson Capital Management, LLC
N/A—35,000-35,000-100%$3.8M———
Modern Wealth Management, LLC
N/A—34,992-34,992-100%$3.8M———
Ethos Financial Group, LLC
N/A—34,367-34,367-100%$3.7M———
Odyssey Group, LLC
N/A—32,971-32,971-100%$3.5M———
Crabel Capital Management, LLC
N/A—32,536-32,536-100%$3.5M———
Premier Private Wealth Management LLC
N/A—32,176-32,176-100%$3.5M———
Strategies Wealth Advisors, LLC
N/A—31,552-31,552-100%$3.4M———
Synergy Investment Management, LLC
N/A—31,326-31,326-100%$3.4M———
WCG Wealth Advisors LLC
N/A—30,387-30,387-100%$3.3M———
Forefront Wealth Partners, LLC
N/A—30,003-30,003-100%$3.2M———
First Commonwealth Financial Corp
N/A—30,000-30,000-100%$3.2M———
Cofg Advisors, LLC
N/A—29,852-29,852-100%$3.2M———
Cary Street Partners Financial LLC
N/A—29,547-29,547-100%$3.2M———
Quadrature Capital Ltd
N/A—29,396-29,396-100%$3.2M———
Capasso Planning Partners LLC
N/A—29,083-29,083-100%$3.1M———
Snowden Capital Advisors LLC
N/A—29,020-29,020-100%$3.1M———
Mattson Financial Services, LLC
N/A—28,883-28,883-100%$3.1M———
Harbour Investments, Inc.
N/A—28,856-28,856-100%$3.1M———
Centennial Bank
N/A—28,849-28,849-100%$3.1M———
Moneta Group Investment Advisors LLC
N/A—28,587-28,587-100%$3.1M———
Wealth Alliance, LLC
N/A—27,923-27,923-100%$3.0M———
Plum Street Advisors, LLC
N/A—27,699-27,699-100%$3.0M———
Graver Capital Management, LLC
N/A—27,048-27,048-100%$2.9M———
Gateway Wealth Partners, LLC
N/A—26,010-26,010-100%$2.8M———
Vantage Point Financial LLC
N/A—25,971-25,971-100%$2.8M———
Blue Chip Partners, LLC
N/A—25,844-25,844-100%$2.8M———
Windward Private Wealth Management Inc.
N/A—25,841-25,841-100%$2.8M———
Croban
N/A—25,832-25,832-100%$2.8M———
NorthCoast Asset Management LLC
N/A—25,824-25,824-100%$2.8M———
Whittier Trust Co of Nevada Inc
N/A—25,408-25,408-100%$2.7M———
Independent Advisor Alliance
N/A—25,361-25,361-100%$2.7M———
Astoria Strategic Wealth, Inc.
N/A—25,263-25,263-100%$2.7M———
Smart Money Group LLC
N/A—25,058-25,058-100%$2.7M———
Financial Strategies Group, Inc.
N/A—24,972-24,972-100%$2.7M———
FFT Wealth Management LLC
N/A—24,293-24,293-100%$2.6M———
Sequent Planning LLC
N/A—24,290-24,290-100%$2.6M———
Qube Research & Technologies Ltd
N/A—24,039-24,039-100%$2.6M———
Cahill Financial Advisors Inc
N/A—24,028-24,028-100%$2.6M———
Donaldson Capital Management, LLC
N/A—23,125-23,125-100%$2.5M———
Theory Financial LLC
N/A—23,102-23,102-100%$2.5M———
Signal Tree Financial Partners LLC
N/A—22,815-22,815-100%$2.5M———
Mutual Advisors, LLC
N/A—22,492-22,492-100%$2.4M———
Millennium Management LLC
N/A—22,315-22,315-100%$2.4M———
FAS Wealth Partners, Inc.
N/A—21,682-21,682-100%$2.3M———
Advisory Alpha, LLC
N/A—21,367-21,367-100%$2.3M———
LifePlan Investment Advisors, Inc.
N/A—21,028-21,028-100%$2.3M———
Chatterton & Associates Inc.
N/A—20,808-20,808-100%$2.2M———
Carl P. Sherr & Co., LLC
N/A—20,637-20,637-100%$2.2M———
Tiaa Wealth Investment Management LLC
N/A—20,618-20,618-100%$2.2M———
IHT Wealth Management, LLC
N/A—20,246-20,246-100%$2.2M———
Rothschild Investment LLC
N/A—20,069-20,069-100%$2.2M———
Madison Wealth Partners, Inc
N/A—19,681-19,681-100%$2.1M———
Texas Capital Bank Wealth Management Services Inc
N/A—19,542-19,542-100%$2.1M———
Nwam LLC
N/A—19,379-19,379-100%$2.1M———
Maridea Wealth Management LLC
N/A—19,319-19,319-100%$2.1M———
Ballentine Partners, LLC
N/A—19,261-19,261-100%$2.1M———
Flatrock Wealth Partners LLC
N/A—19,155-19,155-100%$2.1M———
Main Street Financial Solutions, LLC
N/A—19,093-19,093-100%$2.1M———
Rothschild Wealth LLC
N/A—18,735-18,735-100%$2.0M———
HighPoint Advisor Group LLC
N/A—18,507-18,507-100%$2.0M———
Lowe Brockenbrough & Co Inc
N/A—18,319-18,319-100%$2.0M———
Guardian Wealth Advisors, LLC / NC
N/A—17,769-17,769-100%$1.9M———
Matters Capital LLC
N/A—17,680-17,680-100%$1.9M———
Regimen Wealth, LLC
N/A—17,633-17,633-100%$1.9M———
Stephens Inc
N/A—17,553-17,553-100%$1.9M———
Stokes Family Office, LLC
N/A—17,335-17,335-100%$1.9M———
Keystone Financial Group
N/A—17,150-17,150-100%$1.8M———
Noble Wealth Partners LLC
N/A—17,040-17,040-100%$1.8M———
Lansing Street Advisors
N/A—16,970-16,970-100%$1.8M———
Cambient Family Office, LLC
N/A—16,832-16,832-100%$1.8M———
Cornerstone Investment Partners, LLC
N/A—16,470-16,470-100%$1.8M———
Zacks Investment Management
N/A—16,458-16,458-100%$1.8M———
Ausdal Financial Partners, Inc.
N/A—16,178-16,178-100%$1.7M———
Capital Financial Group Inc\co\
N/A—16,159-16,159-100%$1.7M———
Grand Wealth Management, LLC
N/A—16,102-16,102-100%$1.7M———
Spinnaker Trust
N/A—16,041-16,041-100%$1.7M———
EWA, LLC
N/A—15,824-15,824-100%$1.7M———
Western Wealth Management, LLC
N/A—15,570-15,570-100%$1.7M———
Graybill Wealth Management, Ltd.
N/A—15,517-15,517-100%$1.7M———
Capstone Financial Advisors, Inc.
N/A—15,448-15,448-100%$1.7M———
Vision Retirement, LLC
N/A—15,155-15,155-100%$1.6M———
1015 Capital Partners, LLC
N/A—15,013-15,013-100%$1.6M———
Brown Financial Advisors
N/A—14,919-14,919-100%$1.6M———
Ameritas Investment Partners, Inc.
N/A—14,540-14,540-100%$1.6M———
Stock Yards Bank & Trust Co
N/A—14,508-14,508-100%$1.6M———
Charles Schwab Investment Management Inc
N/A—14,024-14,024-100%$1.5M———
Rehmann Capital Advisory Group
N/A—13,938-13,938-100%$1.5M———
RiverFront Investment Group, LLC
N/A—13,888-13,888-100%$1.5M———
Petra Financial Advisors Inc
N/A—13,709-13,709-100%$1.5M———
Passive Capital Management, Llc.
N/A—13,649-13,649-100%$1.5M———
Resolute Wealth Advisor, Inc.
N/A—13,510-13,510-100%$1.4M———
Planning Alternatives LTD
N/A—13,501-13,501-100%$1.5M———
OneAscent Financial Services LLC
N/A—13,445-13,445-100%$1.4M———
Keystone Financial Services
N/A—13,128-13,128-100%$1.4M———
Topsail Wealth Management, LLC
N/A—12,933-12,933-100%$1.4M———
Intentional Wealth Strategies, LLC
N/A—12,737-12,737-100%$1.4M———
Argent Trust Co
N/A—12,717-12,717-100%$1.4M———
ProVise Management Group, LLC
N/A—12,698-12,698-100%$1.4M———
Farmers National Bank
N/A—12,518-12,518-100%$1.3M———
National Bank of Canada
N/A—12,456-12,456-100%$1.3M———
Neuberger Berman Group LLC
N/A—12,432-12,432-100%$1.3M———
Consilio Wealth Advisors, LLC
N/A—12,119-12,119-100%$1.3M———
FLP Wealth Management, LLC
N/A—12,045-12,045-100%$1.3M———
Fiduciary Financial Advisors
N/A—12,030-12,030-100%$1.3M———
New Insight Wealth Advisors
N/A—11,731-11,731-100%$1.3M———
Sovereign Financial Group, Inc.
N/A—11,714-11,714-100%$1.3M———
Keating Financial Advisory Services, Inc.
N/A—11,590-11,590-100%$1.2M———
City National Bank of Florida
N/A—11,423-11,423-100%$1.2M———
Hamilton Wealth, LLC
N/A—11,398-11,398-100%$1.2M———
Godshalk Welsh Capital Management, Inc.
N/A—11,350-11,350-100%$1.2M———
GeoWealth Management, LLC
N/A—11,272-11,272-100%$1.2M———
Alta Wealth Advisors LLC
N/A—11,220-11,220-100%$1.2M———
Strategic Investment Advisors / MI
N/A—11,218-11,218-100%$1.2M———
Evolve Private Wealth, LLC
N/A—11,210-11,210-100%$1.2M———
Rogco, LP
N/A—11,167-11,167-100%$1.2M———
Dean Investment Associates, LLC
N/A—11,059-11,059-100%$1.2M———
Group One Trading LLC
N/A—11,057-11,057-100%$1.2M———
Curtis Wealth Management LLC
N/A—11,036-11,036-100%$1.2M———
United Bank
N/A—10,971-10,971-100%$1.2M———
Brown Brothers Harriman & Co
N/A—10,887-10,887-100%$1.2M———
Stonebridge Capital Advisors LLC
N/A—10,725-10,725-100%$1.2M———
XTX Topco Ltd
N/A—10,709-10,709-100%$1.2M———
Mainstay Capital Management LLC
N/A—10,697-10,697-100%$1.2M———
Kintra Wealth, LLC
N/A—10,678-10,678-100%$1.1M———
Truepoint, Inc.
N/A—10,396-10,396-100%$1.1M———
Jacobson & Schmitt Advisors, LLC
N/A—10,287-10,287-100%$1.1M———
Haverford Trust Co
N/A—10,229-10,229-100%$1.1M———
MainStreet Investment Advisors LLC
N/A—10,193-10,193-100%$1.1M———
Oak Wealth Advisors LLC
N/A—10,085-10,085-100%$1.1M———
Carr Financial Group Corp
N/A—10,067-10,067-100%$1.1M———
Brookwood Investment Group LLC
N/A—10,053-10,053-100%$1.1M———
Crux Wealth Advisors
N/A—10,016-10,016-100%$1.1M———
Precision Wealth Strategies, LLC
N/A—9,832-9,832-100%$1.1M———
C M Bidwell & Associates LTD
N/A—9,796-9,796-100%$1.1M———
Magnolia Private Wealth, LLC
N/A—9,695-9,695-100%$1.0M———
Note Advisors, LLC
N/A—9,677-9,677-100%$1.0M———
Investments & Financial Planning, LLC
N/A—9,642-9,642-100%$1.0M———
Keel Point, LLC
N/A—9,558-9,558-100%$1.0M———
Stansberry Asset Management, LLC
N/A—9,450-9,450-100%$1.0M———
Vanguard National Trust Co
N/A—9,386-9,386-100%$1.0M———
Shared Vision Wealth Group LLC
N/A—9,384-9,384-100%$1.0M———
Midwestern Financial, LLC
N/A—9,348-9,348-100%$1.0M———
Hilltop Holdings Inc.
N/A—9,304-9,304-100%$1.0M———
Ibex Wealth Advisors
N/A—9,088-9,088-100%$978.1K———
Cornerstone Financial Group, LLC
N/A—8,969-8,969-100%$965.2K———
PFG Investments, LLC
N/A—8,968-8,968-100%$965.1K———
Elk River Wealth Management LLC
N/A—8,946-8,946-100%$962.8K———
Roundview Capital LLC
N/A—8,764-8,764-100%$943.1K———
First Trust Advisors LP
N/A—8,696-8,696-100%$935.9K———
Mount Lucas Management LP
N/A—8,582-8,582-100%$923.6K———
Whittier Trust Co
N/A—8,496-8,496-100%$913.9K———
Crews Bank & Trust
N/A—8,351-8,351-100%$898.7K———
Wealth Advisors of Iowa, LLC
N/A—8,319-8,319-100%$895.3K———
Olde Wealth Management, LLC
N/A—8,286-8,286-100%$891.0K———
Bonfire Financial
N/A—8,232-8,232-100%$885.9K———
Camarda Financial Advisors, LLC
N/A—8,212-8,212-100%$883.8K———
Brand Asset Management Group, Inc.
N/A—8,170-8,170-100%$879.3K———
Private Wealth Asset Management, LLC
N/A—8,106-8,106-100%$872.4K———
Webster Bank, N. A.
N/A—8,097-8,097-100%$871.4K———
Thompson David Blair
N/A—8,000-8,000-100%$861.0K———
Geneos Wealth Management Inc.
N/A—7,994-7,994-100%$860.3K———
Operose Advisors LLC
N/A—7,990-7,990-100%$859.9K———
Members Trust Co
N/A—7,900-7,900-100%$850.2K———
Ameritas Advisory Services, LLC
N/A—7,792-7,792-100%$838.6K———
Beto Financial Group, LLC
N/A—7,484-7,484-100%$796.3K———
Storgate, LLC
N/A—7,418-7,418-100%$798.3K———
Marble Wealth, LLC
N/A—7,367-7,367-100%$792.8K———
ArborFi Advisors, LLC
N/A—7,261-7,261-100%$781.4K———
Wealthspire Retirement, LLC
N/A—7,216-7,216-100%$776.6K———
Conscious Wealth Investments, LLC
N/A—7,177-7,177-100%$762.0K———
Zevin Asset Management LLC
N/A—7,111-7,111-100%$765.3K———
Sound View Wealth Advisors Group, LLC
N/A—7,074-7,074-100%$761.3K———
Rockbridge Investment Management, LCC
N/A—7,022-7,022-100%$755.7K———
D L Carlson Investment Group Inc
N/A—7,015-7,015-100%$755.0K———
Northstar Financial Companies, Inc.
N/A—6,875-6,875-100%$739.9K———
Cadia Private Client LLC
N/A—6,755-6,755-100%$726.9K———
Valtrion Capital Management, LLC
N/A—6,707-6,707-100%$721.8K———
Cary Street Partners Investment Advisory LLC
N/A—6,646-6,646-100%$715.2K———
Westshore Wealth, LLC
N/A—6,568-6,568-100%$706.8K———
Flow Traders U.S. LLC
N/A—6,509-6,509-100%$700.0K———
Stratos Investment Management, LLC
N/A—6,506-6,506-100%$700.2K———
5T Wealth, LLC
N/A—6,344-6,344-100%$682.7K———
Coastal Bridge Advisors, LLC
N/A—6,324-6,324-100%$680.6K———
Delos Wealth Advisors, LLC
N/A—6,302-6,302-100%$678.2K———
Columbia River Financial Group, LLC
N/A—6,298-6,298-100%$677.0K———
Greykasell Wealth Strategies, Inc.
N/A—6,219-6,219-100%$669.3K———
Smith, Moore & Co.
N/A—6,163-6,163-100%$663.3K———
1ST Source Bank
N/A—6,156-6,156-100%$662.5K———
Peregrine Asset Advisers, Inc.
N/A—6,124-6,124-100%$659.1K———
KM Capital Management Ltd.
N/A—6,093-6,093-100%$655.7K———
Invst, LLC
N/A—6,047-6,047-100%$650.8K———
Transcend Capital Advisors, LLC
N/A—6,016-6,016-100%$647.4K———
Becker Capital Management Inc
N/A—5,982-5,982-100%$643.8K———
Trivium Point Advisory, LLC
N/A—5,942-5,942-100%$639.5K———
Aspen Wealth Strategies, LLC
N/A—5,810-5,810-100%$625.3K———
Rialto Wealth Management, LLC
N/A—5,728-5,728-100%$616.4K———
Seascape Capital Management
N/A—5,710-5,710-100%$615.0K———
Wellspring Financial Advisors, LLC
N/A—5,632-5,632-100%$606.1K———
Tradition Wealth Management, LLC
N/A—5,602-5,602-100%$602.9K———
CFO4Life Group, LLC
N/A—5,587-5,587-100%$601.3K———
Brasada Capital Management, LP
N/A—5,555-5,555-100%$597.8K———
Financial Sense Advisors, Inc.
N/A—5,549-5,549-100%$597.2K———
Pallas Capital Advisors LLC
N/A—5,513-5,513-100%$593.3K———
Clarion Wealth Managment Partners, LLC
N/A—5,460-5,460-100%$587.6K———
Chesapeake Wealth Management
N/A—5,435-5,435-100%$584.9K———
Heritage Wealth Advisors
N/A—5,404-5,404-100%$581.6K———
Harbour Investment Management LLC
N/A—5,370-5,370-100%$577.9K———
Continuum Advisory, LLC
N/A—5,325-5,325-100%$573.1K———
Rock Point Advisors, LLC
N/A—5,308-5,308-100%$571.2K———
Range Advisory, LLC
N/A—5,221-5,221-100%$561.8K———
Curi Capital, LLC
N/A—5,218-5,218-100%$561.6K———
Insigneo Advisory Services, LLC
N/A—5,123-5,123-100%$551.3K———
Clare Market Investments LLC
N/A—5,100-5,100-100%$548.9K———
Capital Asset Managemnet, LLC
N/A—5,011-5,011-100%$539.3K———
NorthRock Partners, LLC
N/A—4,995-4,995-100%$537.6K———
Advance Capital Management, Inc.
N/A—4,908-4,908-100%$528.2K———
Investment Advisory Group, LLC
N/A—4,802-4,802-100%$516.8K———
Wealthgarden F.S. LLC
N/A—4,728-4,728-100%$508.8K———
Integrated Investment Consultants, LLC
N/A—4,713-4,713-100%$507.3K———
Founders Financial Alliance, LLC
N/A—4,692-4,692-100%$504.9K———
GTS Securities LLC
N/A—4,681-4,681-100%$503.8K———
Twin Focus Capital Partners, LLC
N/A—4,673-4,673-100%$502.9K———
Pitcairn Wealth Advisors LLC
N/A—4,645-4,645-100%$499.9K———
Florida Financial Advisors, LLC
N/A—4,463-4,463-100%$480.3K———
Bouchey Financial Group, Ltd.
N/A—4,263-4,263-100%$458.8K———
IFC Advisors LLC
N/A—4,136-4,136-100%$445.1K———
Cannon Wealth Management Services, LLC
N/A—4,112-4,112-100%$442.5K———
Summit Wealth Partners, LLC
N/A—4,097-4,097-100%$440.9K———
FreeGulliver LLC
N/A—4,076-4,076-100%$438.6K———
BFC Planning, Inc.
N/A—4,061-4,061-100%$437.1K———
Vaughan Nelson Investment Management, L.P.
N/A—4,045-4,045-100%$435.3K———
Hexagon Capital Partners LLC
N/A—3,988-3,988-100%$429.2K———
JHP Wealth Management, LLC
N/A—3,952-3,952-100%$425.3K———
NorthStar Asset Management LLC
N/A—3,946-3,946-100%$424.7K———
Oder Investment Management, LLC
N/A—3,921-3,921-100%$422.0K———
American Financial Advisors, LLC
N/A—3,911-3,911-100%$420.9K———
Colonial Trust Co / SC
N/A—3,860-3,860-100%$415.4K———
Transamerica Financial Advisors, LLC
N/A—3,829-3,829-100%$412.2K———
Park Place Capital Corp
N/A—3,823-3,823-100%$411.5K———
Perennial Investment Advisors, LLC
N/A—3,809-3,809-100%$410.0K———
Barnes Wealth Management Group, Inc
N/A—3,802-3,802-100%$409.2K———
Valley Financial Group, Inc.
N/A—3,739-3,739-100%$402.4K———
Atlas Legacy Advisors, LLC
N/A—3,729-3,729-100%$401.3K———
URS Advisory LLC
N/A—3,701-3,701-100%$398.3K———
Matrix Private Capital Group LLC
N/A—3,700-3,700-100%$398.2K———
Sandy Cove Advisors, LLC
N/A—3,693-3,693-100%$397.4K———
Axis Wealth Partners, LLC
N/A—3,636-3,636-100%$391.3K———
Hayek Kallen Investment Management
N/A—3,630-3,630-100%$391.0K———
Gladstone Institutional Advisory LLC
N/A—3,570-3,570-100%$384.2K———
South Plains Financial, Inc.
N/A—3,545-3,545-100%$381.5K———
Hilltop Wealth Advisors, LLC
N/A—3,522-3,522-100%$379.1K———
Centaurus Financial, Inc.
N/A—3,466-3,466-100%$373.0K———
Tobias Financial Advisors, Inc.
N/A—3,456-3,456-100%$371.9K———
First National Bank of Omaha
N/A—3,455-3,455-100%$372.1K———
Trustmark Bank Trust Department
N/A—3,453-3,453-100%$371.6K———
Kropog Financial Group, LLC
N/A—3,450-3,450-100%$371.2K———
10Elms LLP
N/A—3,450-3,450-100%$371.3K———
Ducere Wealth Management LLC
N/A—3,394-3,394-100%$365.3K———
One Charles Private Wealth Services, LLC
N/A—3,358-3,358-100%$361.4K———
Interactive Financial Advisors, Inc.
N/A—3,342-3,342-100%$359.7K———
Forum Private Client Group LLC
N/A—3,341-3,341-100%$359.6K———
Broadview Financial Management, LLC
N/A—3,316-3,316-100%$356.9K———
Gambit Capital Management, LLC
N/A—3,315-3,315-100%$356.8K———
FLC Capital Advisors
N/A—3,297-3,297-100%$354.8K———
Spectrum Investment Advisors, Inc.
N/A—3,277-3,277-100%$352.6K———
NCM Capital Management, LLC
N/A—3,267-3,267-100%$351.6K———
Prospect Financial Services LLC
N/A—3,250-3,250-100%$349.8K———
Proffitt & Goodson Inc
N/A—3,240-3,240-100%$348.7K———
Vantus Wealth LLC
N/A—3,224-3,224-100%$347.0K———
Empower Advisory Group, LLC
N/A—3,183-3,183-100%$342.6K———
Wescott Financial Advisory Group, LLC
N/A—3,147-3,147-100%$338.7K———
Twin Peaks Wealth Advisors, LLC
N/A—3,146-3,146-100%$338.6K———
Advisors Capital Management, LLC
N/A—3,097-3,097-100%$333.4K———
Pennington Partners & Co., LLC
N/A—3,088-3,088-100%$332.4K———
FSA Advisors, Inc.
N/A—3,061-3,061-100%$329.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,059-3,059-100%$329.2K———
Addison Capital Co
N/A—3,056-3,056-100%$328.9K———
Meeder Advisory Services, Inc.
N/A—3,010-3,010-100%$323.9K———
Arrowroot Family Office, LLC
N/A—3,002-3,002-100%$323.1K———
Bank OZK
N/A—2,999-2,999-100%$322.8K———
Fidelis Capital Partners, LLC
N/A—2,991-2,991-100%$321.9K———
NerdWallet Wealth Partners, LLC
N/A—2,991-2,991-100%$321.9K———
Berger Financial Group, Inc
N/A—2,968-2,968-100%$319.5K———
Ballast Advisors LLC
N/A—2,959-2,959-100%$318.4K———
Evercore Wealth Management, LLC
N/A—2,941-2,941-100%$316.5K———
Calton & Associates, Inc.
N/A—2,925-2,925-100%$314.8K———
Castle Wealth Management LLC
N/A—2,916-2,916-100%$313.8K———
Strategic Wealth Partners, Ltd.
N/A—2,898-2,898-100%$311.9K———
PAX Financial Group, LLC
N/A—2,882-2,882-100%$310.2K———
BBR Partners, LLC
N/A—2,870-2,870-100%$308.9K———
Eaton Financial Holdings Company, LLC
N/A—2,789-2,789-100%$300.1K———
Keyvantage Wealth, LLC
N/A—2,763-2,763-100%$297.4K———
LaSalle St. Investment Advisors, LLC
N/A—2,742-2,742-100%$295.1K———
Round Rock Advisors LLC
N/A—2,665-2,665-100%$286.8K———
Callan Family Office, LLC
N/A—2,649-2,649-100%$285.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,618-2,618-100%$281.7K———
Cvfg LLC
N/A—2,611-2,611-100%$281.0K———
Dearborn Partners LLC
N/A—2,580-2,580-100%$273.9K———
Cardiff Park Advisors, LLC
N/A—2,572-2,572-100%$276.8K———
Element Wealth, LLC
N/A—2,563-2,563-100%$275.8K———
DV Trading LLC
N/A—2,552-2,552-100%$274.6K———
LGL Partners, LLC
N/A—2,545-2,545-100%$273.9K———
Ceeto Capital Group, LLC
N/A—2,544-2,544-100%$274.0K———
Capital Advisors Inc
N/A—2,540-2,540-100%$273.4K———
Kickstand Ventures, Llc.
N/A—2,538-2,538-100%$273.1K———
Shufro Rose & Co LLC
N/A—2,523-2,523-100%$271.5K———
Aventura Private Wealth, LLC
N/A—2,502-2,502-100%$269.3K———
Cannell & Spears LLC
N/A—2,491-2,491-100%$268.1K———
AQR Capital Management LLC
N/A—2,434-2,434-100%$261.9K———
SHP Wealth Management
N/A—2,429-2,429-100%$261.5K———
Meridian Wealth Advisors, LLC
N/A—2,418-2,418-100%$260.2K———
Mmbg Investment Advisors Co.
N/A—2,400-2,400-100%$258.3K———
Larch Capital Partners LLC
N/A—2,398-2,398-100%$258.1K———
Jaffetilchin Investment Partners, LLC
N/A—2,364-2,364-100%$254.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,363-2,363-100%$254.3K———
Tidemark, LLC
N/A—2,347-2,347-100%$252.6K———
Cassady Wealth & Retirement Planning, LLC
N/A—2,334-2,334-100%$251.2K———
Blalock Williams, LLC
N/A—2,331-2,331-100%$250.9K———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,330-2,330-100%$250.8K———
Paladin Advisory Group, LLC
N/A—2,326-2,326-100%$250.3K———
Thomasville National Bank
N/A—2,323-2,323-100%$250.0K———
First Manhattan Co. Llc.
N/A—2,306-2,306-100%$248.2K———
Second Line Capital, LLC
N/A—2,277-2,277-100%$245.1K———
OneAscent Family Office, LLC
N/A—2,254-2,254-100%$242.6K———
Orleans Capital Management Corp
N/A—2,250-2,250-100%$242.1K———
Ameriflex Group, Inc.
N/A—2,245-2,245-100%$241.6K———
SIG Brokerage, LP
N/A—2,228-2,228-100%$239.8K———
Fiducient Advisors LLC
N/A—2,181-2,181-100%$234.7K———
Bulltick Wealth Management, LLC
N/A—2,177-2,177-100%$234.3K———
Novus Advisors, LLC
N/A—2,167-2,167-100%$233.2K———
Strathmore Capital Advisors, Inc.
N/A—2,161-2,161-100%$229.4K———
Pgim Custom Harvest LLC
N/A—2,112-2,112-100%$227.3K———
Tandem Financial, LLC
N/A—2,093-2,093-100%$225.2K———
IMA Advisory Services, Inc.
N/A—2,077-2,077-100%$223.6K———
BlueStem Wealth Partners, LLC
N/A—2,074-2,074-100%$223.2K———
Blom & Howell Financial Planning, Inc.
N/A—2,050-2,050-100%$220.7K———
Palumbo Wealth Management LLC
N/A—2,023-2,023-100%$217.7K———
VeraBank, N.A.
N/A—2,000-2,000-100%$215.2K———
Texas Yale Capital Corp.
N/A—1,975-1,975-100%$212.6K———
Simmons Bank
N/A—1,974-1,974-100%$212.4K———
Tillman Hartley LLC
N/A—1,968-1,968-100%$211.8K———
Diversified Trust Co
N/A—1,947-1,947-100%$209.6K———
Per Stirling Capital Management, Llc.
N/A—1,940-1,940-100%$208.7K———
Verity Wealth Advisors
N/A—1,908-1,908-100%$205.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,794-1,794-100%$193.1K———
HHM Wealth Advisors, LLC
N/A—1,774-1,774-100%$190.9K———
Bogart Wealth, LLC
N/A—1,767-1,767-100%$190.2K———
Bank of the Bluegrass & Trust Co.
N/A—1,682-1,682-100%$170.1K———
Silver OAK Securities, Incorporated
N/A—1,544-1,544-100%$166.2K———
Ross\johnson & Associates LLC
N/A—1,542-1,542-100%$166.0K———
Colonial Trust Advisors
N/A—1,525-1,525-100%$164.1K———
Turim 21 Investimentos Ltda.
N/A—1,514-1,514-100%$162.9K———
GW&K Investment Management, LLC
N/A—1,512-1,512-100%$163.0K———
Hills Bank & Trust Co
N/A—1,476-1,476-100%$158.8K———
Bravera Wealth
N/A—1,226-1,226-100%$131.9K———
Marathon Trading Investment Management LLC
N/A—1,200-1,200-100%$129.1K———
Bernard Wealth Management Corp.
N/A—1,192-1,192-100%$128.3K———
Howe & Rusling Inc
N/A—1,101-1,101-100%$118.5K———
Atlas Capital Advisors Inc.
N/A—1,092-1,092-100%$117.5K———
Gould Capital, LLC
N/A—1,073-1,073-100%$115.5K———
Quent Capital, LLC
N/A—1,042-1,042-100%$112.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,000-1,000-100%$107.6K———
Napier Financial, LLC
N/A—988-988-100%$106.3K———
Integrity Financial Corp
N/A—985-985-100%$106.0K———
Vanguard Advisers Inc
N/A—954-954-100%$102.7K———
Meramec Financial Planners, LLC
N/A—946-946-100%$100.1K———
Ancora Advisors LLCA
N/A—933-933-100%$100.4K———
NI Acquisitions Company, LLC
N/A—894-894-100%$108.4K———
Godfrey Financial Associates, Inc.
N/A—861-861-100%$92.7K———
SouthState Bank Corp
N/A—767-767-100%$82.5K———
New Republic Capital, LLC
N/A—739-739-100%$79.5K———
Motco
N/A—726-726-100%$78.1K———
Morris Financial Concepts, Inc.
N/A—707-707-100%$76.1K———
Delta Asset Management LLC
N/A—670-670-100%$72.1K———
ESL Trust Services, LLC
N/A—660-660-100%$71.0K———
Basepoint Wealth LLC
N/A—643-643-100%$69.2K———
Oakmont Advisory Group, LLC
N/A—571-571-100%$61.5K———
Frazier Financial Advisors, LLC
N/A—425-425-100%$45.8K———
HFM Investment Advisors, LLC
N/A—418-418-100%$45.0K———
S&T Bank
N/A—401-401-100%$43.2K———
Rice Partnership, LLC
N/A—389-389-100%$41.9K———
JDM Financial Group LLC
N/A—356-356-100%$38.3K———
Nova Wealth Management, Inc.
N/A—348-348-100%$37.5K———
Security National Bank of SO DAK
N/A—344-344-100%$37.0K———
Caitlin John, LLC
N/A—338-338-100%$36.4K———
Dunhill Financial, LLC
N/A—333-333-100%$35.8K———
N.E.W. Advisory Services LLC
N/A—329-329-100%$35.4K———
CNB Bank
N/A—300-300-100%$32.3K———
Hollencrest Capital Management
N/A—253-253-100%$27.2K———
Providence Capital Advisors, LLC
N/A—235-235-100%$25.3K———
Itau Unibanco Holding S.A.
N/A—232-232-100%$25.0K———
Quantum Portfolio Management LLC
N/A—227-227-100%$24.4K———
Wellington Grp LLC
N/A—220-220-100%$23.4K———
Anchor Bay Capital, Inc.
N/A—200-200-100%$21.2K———
Measured Wealth Private Client Group, LLC
N/A—169-169-100%$18.2K———
RED Reef Advisors LLC
N/A—147-147-100%$15.8K———
Westfuller Advisors, LLC
N/A—126-126-100%$13.6K———
Hantz Financial Services, Inc.
N/A—90-90-100%$10———
SOA Wealth Advisors, Llc.
N/A—87-87-100%$9.4K———
Anchor Investment Management, LLC
N/A—85-85-100%$9.1K———
Glen Eagle Advisors, LLC
N/A—70-70-100%$7.5K———
Prestige Wealth Management Group LLC
N/A—56-56-100%$6.0K———
Horizon Kinetics Asset Management LLC
N/A—50-50-100%$5.4K———
Prosperity Bancshares Inc
N/A—39-39-100%$4.2K———
Chesapeake Asset Management LLC
N/A—34-34-100%$3.7K———
Imprint Wealth LLC
N/A—31-31-100%$3.3K———
JPL Wealth Management, LLC
N/A—24-24-100%$2.6K———
CoreFirst Bank & Trust
N/A—23-23-100%$2.5K———
Investment Counsel Co of Nevada
N/A—21-21-100%$2.3K———
Medallion Wealth Advisors, LLC
N/A—18-18-100%$1.9K———
Darwin Wealth Management, LLC
N/A—18-18-100%$2.0K———
Longview Financial Advisors LLC
N/A—13-13-100%$1.4K———
Lavaca Capital LLC
N/A—10-10-100%$1.1K———
Millstone Evans Group, LLC
N/A—9-9-100%$969———
Tower Research Capital LLC (TRC)
N/A—7-7-100%$753———
Sachetta, LLC
N/A—00—$40———
Showing 1749 of 1749 institutions