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Ishares Msci Eafe Value ETF (EFV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
INCREASED
Shares14,481,348 from 14,137,778
Change+343,570 (+2%)
Value$1.1B (+$63.7M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares12,891,620 from 13,493,721
Change-602,101 (-4%)
Value$1.0B (-$12.7M)
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares3,415,148 from 3,462,556
Change-47,408 (-1%)
Value$270.3K (-$264.8M)
Filed 2026-10-26
Auto-Owners Insurance Co
DECREASED
Shares2,973,500 from 3,963,000
Change-989,500 (-25%)
Value$235.3M (-$68.0M)
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares2,823,867 from 2,891,846
Change-67,979 (-2%)
Value$223.5M (+$2.1M)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,807,690 from 2,182,943
Change+624,747 (+29%)
Value$222.2M (+$55.1M)
Filed 2026-10-13
Hamilton Capital, LLC
INCREASED
Shares2,380,631 from 2,371,555
Change+9,076 (+0%)
Value$188.4M (+$6.9M)
Filed 2026-10-08
OpenArc Corporate Advisory, LLC
INCREASED
Shares2,284,127 from 2,176,670
Change+107,457 (+5%)
Value$180.8M (+$14.1M)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,260,904 from 2,134,694
Change+126,210 (+6%)
Value$178.9M (+$15.5M)
Filed 2026-10-27
Sagespring Wealth Partners, LLC
INCREASED
Shares2,189,293 from 2,080,637
Change+108,656 (+5%)
Value$173.3M (+$14.0M)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares1,847,601 from 1,522,673
Change+324,928 (+21%)
Value$146.2M (+$27.9M)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares1,327,312 from 1,524,185
Change-196,873 (-13%)
Value$105.0M (-$11.6M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares1,323,259 from 1,312,054
Change+11,205 (+1%)
Value$104.7M (+$4.3M)
Filed 2026-10-30
Modera Wealth Management, LLC
DECREASED
Shares1,224,902 from 1,284,516
Change-59,614 (-5%)
Value$96.9M (-$1.4M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares1,200,736 from 1,157,058
Change+43,678 (+4%)
Value$95.0M (+$6.5M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares1,056,872 from 1,086,906
Change-30,034 (-3%)
Value$83.6M (+$438.2K)
Filed 2026-11-02
Aspiriant, LLC
DECREASED
Shares1,045,588 from 1,061,079
Change-15,491 (-1%)
Value$82.7M (+$1.5M)
Filed 2026-10-16
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares883,585 from 877,262
Change+6,323 (+1%)
Value$69.9M (+$2.8M)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares791,816 from 3,710
Change+788,106 (+21243%)
Value$62.7M (+$62.4M)
Filed 2026-11-04
Sofi Wealth, LLC
DECREASED
Shares718,442 from 1,010,564
Change-292,122 (-29%)
Value$56.9M (-$20.5M)
Filed 2026-10-27
JB Capital LLC
DECREASED
Shares665,024 from 691,188
Change-26,164 (-4%)
Value$52.6M (-$280.5K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares632,924 from 566,476
Change+66,448 (+12%)
Value$50.1M (+$6.7M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares621,580 from 637,522
Change-15,942 (-2%)
Value$48.4M (-$393.7K)
Filed 2026-11-04
Waller Financial Planning Group, Inc
INCREASED
Shares549,236 from 519,921
Change+29,315 (+6%)
Value$43.5M (+$3.7M)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares484,194 from 412,652
Change+71,542 (+17%)
Value$37.8M (+$5.4M)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares476,413 from 500,177
Change-23,764 (-5%)
Value$37.7M (-$585.2K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares476,402 from 551,628
Change-75,226 (-14%)
Value$37.7K (-$42.2M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares464,035 from 464,683
Change-648 (0%)
Value$8.6M (-$26.9M)
Filed 2026-11-05
Angeles Investment Advisors, LLC
NEW
Shares454,025
Change+454,025
Value$35.9M
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares437,513 from 411,458
Change+26,055 (+6%)
Value$34.6M (+$3.1M)
Filed 2026-10-16
UMB Bank, n.a.
DECREASED
Shares428,021 from 481,123
Change-53,102 (-11%)
Value$33.9M (-$3.0M)
Filed 2026-11-06
Bokf, NA
INCREASED
Shares408,378 from 362,180
Change+46,198 (+13%)
Value$32.3M (+$4.6M)
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares402,770 from 370,014
Change+32,756 (+9%)
Value$31.9M (+$3.6M)
Filed 2026-10-28
Townsend & Associates, Inc
INCREASED
Shares396,298 from 395,138
Change+1,160 (+0%)
Value$31.4M (+$653.2K)
Filed 2026-10-23
Affinity Capital Advisors, LLC
DECREASED
Shares391,961 from 442,403
Change-50,442 (-11%)
Value$30.6M (-$4.1M)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares364,286 from 141,906
Change+222,380 (+157%)
Value$28.8M (+$18.0M)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares331,992 from 329,694
Change+2,298 (+1%)
Value$26.3M (+$1.0M)
Filed 2026-10-29
Shakespeare Wealth Management, LLC
NEW
Shares330,277
Change+330,277
Value$26.1M
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares329,452 from 351,408
Change-21,956 (-6%)
Value$26.1M (-$827.3K)
Filed 2026-10-08
Plancorp, LLC
INCREASED
Shares322,074 from 264,652
Change+57,422 (+22%)
Value$25.5M (+$4.9M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares311,734 from 311,956
Change-222 (0%)
Value$24.7M (+$790.4K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares305,239 from 314,256
Change-9,017 (-3%)
Value$24.2M (+$100.3K)
Filed 2026-10-15
Ball & Co Wealth Management Inc.
INCREASED
Shares292,997 from 257,929
Change+35,068 (+14%)
Value$23.2M (+$3.4M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares286,495 from 246,568
Change+39,927 (+16%)
Value$22.7M (+$3.8M)
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares281,389 from 273,196
Change+8,193 (+3%)
Value$22.3M (+$1.4M)
Filed 2026-10-26
Integrated Capital Management, Inc.
INCREASED
Shares278,334 from 275,128
Change+3,206 (+1%)
Value$22.0M (+$966.3K)
Filed 2026-10-09
Perigon Wealth Management, LLC
INCREASED
Shares273,999 from 151,231
Change+122,768 (+81%)
Value$21.7M (+$10.1M)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares273,638 from 160,087
Change+113,551 (+71%)
Value$21.3M (+$9.1M)
Filed 2026-10-16
Marks Group Wealth Management, Inc
INCREASED
Shares269,817 from 267,272
Change+2,545 (+1%)
Value$21.4M (+$893.7K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares268,718 from 231,514
Change+37,204 (+16%)
Value$21.3M (+$3.5M)
Filed 2026-11-04
McLean Asset Management Corp
INCREASED
Shares266,675 from 135,356
Change+131,319 (+97%)
Value$10.6M (-$299.2K)
Filed 2026-11-06
Wakefield Asset Management Lllp
INCREASED
Shares259,362 from 252,913
Change+6,449 (+3%)
Value$20.5M (+$1.2M)
Filed 2026-11-05
Associated Banc-Corp
INCREASED
Shares256,310 from 246,269
Change+10,041 (+4%)
Value$20.3M (+$1.4M)
Filed 2026-10-30
Hemming& Wealth Management, Inc.
INCREASED
Shares254,458 from 231,646
Change+22,812 (+10%)
Value$20.1M (+$2.4M)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares245,337 from 223,911
Change+21,426 (+10%)
Value$19.4M (+$2.3M)
Filed 2026-10-16
Strategic Blueprint, LLC
INCREASED
Shares242,077 from 199,365
Change+42,712 (+21%)
Value$19.2M (+$3.9M)
Filed 2026-10-22
Kingdom Financial Group Llc.
INCREASED
Shares236,224 from 223,583
Change+12,641 (+6%)
Value$18.7M (+$1.6M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares234,752 from 234,205
Change+547 (+0%)
Value$18.6M (+$649.8K)
Filed 2026-11-02
Financial Life Advisors
INCREASED
Shares232,991 from 229,096
Change+3,895 (+2%)
Value$18.4M (+$901.6K)
Filed 2026-10-14
Greenleaf Trust
DECREASED
Shares231,349 from 234,257
Change-2,908 (-1%)
Value$18.3M (+$376.6K)
Filed 2026-10-29
MGO One Seven LLC
INCREASED
Shares226,919 from 223,905
Change+3,014 (+1%)
Value$18.0M (+$818.5K)
Filed 2026-10-28
Accredited Investors Inc.
DECREASED
Shares223,779 from 231,526
Change-7,747 (-3%)
Value$17.7M (-$13.4K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares205,833 from 194,912
Change+10,921 (+6%)
Value$16.3M (+$1.4M)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares196,756 from 195,509
Change+1,247 (+1%)
Value$15.6M (+$605.1K)
Filed 2026-10-27
Unique Wealth, LLC
INCREASED
Shares194,298 from 185,555
Change+8,743 (+5%)
Value$15.4M (+$1.2M)
Filed 2026-10-16
Integrated Capital Management, LLC
INCREASED
Shares191,822 from 191,335
Change+487 (+0%)
Value$15.2M (+$534.1K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares188,286 from 215,428
Change-27,142 (-13%)
Value$14.9M (-$1.6M)
Filed 2026-11-03
Baker Avenue Asset Management, LP
DECREASED
Shares187,882 from 189,381
Change-1,499 (-1%)
Value$14.9M (+$371.9K)
Filed 2026-11-06
Watershed Private Wealth LLC
INCREASED
Shares181,689 from 131,984
Change+49,705 (+38%)
Value$14.4M (+$4.3M)
Filed 2026-10-30
Stone House Investment Management, LLC
INCREASED
Shares180,158 from 174,577
Change+5,581 (+3%)
Value$14.3M (+$893.8K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
DECREASED
Shares177,992 from 179,221
Change-1,229 (-1%)
Value$14.1M (+$761.2K)
Filed 2026-10-13
LifeWealth Investments, LLC
INCREASED
Shares177,010 from 171,963
Change+5,047 (+3%)
Value$14.0M (+$844.8K)
Filed 2026-10-21
Valence8 US LP
UNCHANGED
Shares166,318 from 166,318
Change0 (0%)
Value$13.2M (+$430.8K)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
INCREASED
Shares162,561 from 157,489
Change+5,072 (+3%)
Value$12.9M (+$809.3K)
Filed 2026-10-19
BIP Wealth, LLC
DECREASED
Shares161,499 from 166,410
Change-4,911 (-3%)
Value$12.8M (+$42.4K)
Filed 2026-10-22
Shum Financial Group, Inc.
INCREASED
Shares159,336 from 155,552
Change+3,784 (+2%)
Value$12.6M (+$702.3K)
Filed 2026-10-13
Cardinal Strategic Wealth Guidance
DECREASED
Shares157,695 from 163,713
Change-6,018 (-4%)
Value$12.5M (-$52.2K)
Filed 2026-11-02
RTD Financial Advisors, Inc.
DECREASED
Shares156,174 from 158,110
Change-1,936 (-1%)
Value$12.4M (+$256.3K)
Filed 2026-10-09
Sharkey, Howes & Javer
DECREASED
Shares155,131 from 163,437
Change-8,306 (-5%)
Value$12.3M (-$234.0K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares153,731 from 155,426
Change-1,695 (-1%)
Value$12.2K (-$11.9M)
Filed 2026-10-14
Elevated Financial Group LLC
DECREASED
Shares153,567 from 237,455
Change-83,888 (-35%)
Value$12.2M (-$6.0M)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares151,304 from 125,349
Change+25,955 (+21%)
Value$12.0M (+$2.4M)
Filed 2026-10-23
Central Pacific Bank - Trust Division
INCREASED
Shares150,427 from 143,948
Change+6,479 (+5%)
Value$11.9M (+$885.6K)
Filed 2026-10-06
Quadrant Private Wealth Management, LLC
NEW
Shares148,502
Change+148,502
Value$11.8M
Filed 2026-11-04
Centerline Wealth Advisors, LLC
INCREASED
Shares147,867 from 142,167
Change+5,700 (+4%)
Value$11.7M (+$819.4K)
Filed 2026-10-15
Howard Bailey Securities, LLC
INCREASED
Shares144,921 from 140,003
Change+4,918 (+4%)
Value$11.5M (+$751.9K)
Filed 2026-10-27
Forthright Family Wealth Advisory LLC
DECREASED
Shares142,855 from 143,040
Change-185 (0%)
Value$11.3M (+$355.9K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares138,449 from 137,070
Change+1,379 (+1%)
Value$11.0M (+$480.6K)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares138,204 from 118,217
Change+19,987 (+17%)
Value$10.9M (+$1.5M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares138,204 from 118,217
Change+19,987 (+17%)
Value$10.9M (+$1.5M)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares135,492 from 134,709
Change+783 (+1%)
Value$10.4M (+$59.9K)
Filed 2026-11-06
Staley Capital Advisers Inc
DECREASED
Shares134,803 from 134,908
Change-105 (0%)
Value$10.7M (+$341.1K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares131,359 from 120,520
Change+10,839 (+9%)
Value$10.4M (+$1.2M)
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares127,965 from 125,338
Change+2,627 (+2%)
Value$10.1M (+$532.5K)
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares124,950 from 119,863
Change+5,087 (+4%)
Value$9.9M (+$712.7K)
Filed 2026-10-13
Courier Capital LLC
INCREASED
Shares124,234 from 117,174
Change+7,060 (+6%)
Value$9.8M (+$862.2K)
Filed 2026-10-19
Trek Financial, LLC
DECREASED
Shares120,490 from 122,954
Change-2,464 (-2%)
Value$9.5M (+$123.5K)
Filed 2026-10-29
SteelPeak Wealth, LLC
DECREASED
Shares117,134 from 126,309
Change-9,175 (-7%)
Value$9.3M (-$399.0K)
Filed 2026-10-16
North Star Investment Management Corp.
INCREASED
Shares114,613 from 114,539
Change+74 (+0%)
Value$9.1M (+$302.5K)
Filed 2026-10-27
Apella Capital, LLC
DECREASED
Shares113,348 from 114,996
Change-1,648 (-1%)
Value$8.8M (-$136.7K)
Filed 2026-10-08
Able Wealth Management LLC
INCREASED
Shares112,687 from 111,413
Change+1,274 (+1%)
Value$8.9M (+$326.4K)
Filed 2026-10-13
Capital Advantage, Inc.
DECREASED
Shares111,747 from 111,938
Change-191 (0%)
Value$8.8M (+$274.8K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares110,574 from 114,765
Change-4,191 (-4%)
Value$8.8M (-$34.4K)
Filed 2026-10-30
Brady Martz Wealth Solutions, LLC
DECREASED
Shares110,278 from 116,476
Change-6,198 (-5%)
Value$8.7M (-$188.8K)
Filed 2026-11-05
Kathmere Capital Management, LLC
DECREASED
Shares103,172 from 104,929
Change-1,757 (-2%)
Value$8.2M (+$132.7K)
Filed 2026-10-20
Seneca Financial Advisors LLC
DECREASED
Shares101,163 from 101,611
Change-448 (0%)
Value$8.0M (+$227.7K)
Filed 2026-10-28
Key Capital Management, Inc
INCREASED
Shares100,118 from 86,213
Change+13,905 (+16%)
Value$7.9M (+$1.3M)
Filed 2026-11-03
Montecito Bank & Trust
DECREASED
Shares96,467 from 97,751
Change-1,284 (-1%)
Value$7.6M (+$151.6K)
Filed 2026-10-01
Phillip James Consulting Co.
NEW
Shares96,031
Change+96,031
Value$7.6M
Filed 2026-11-03
Montgomery Financial Services LLC
INCREASED
Shares95,884 from 91,634
Change+4,250 (+5%)
Value$7.6M (+$573.7K)
Filed 2026-11-03
Noble Family Wealth, LLC
INCREASED
Shares95,878 from 91,785
Change+4,093 (+4%)
Value$7.6M (+$561.6K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
DECREASED
Shares95,625 from 96,419
Change-794 (-1%)
Value$7.6M (+$186.9K)
Filed 2026-11-03
Sumitomo Mitsui Trust Group, Inc.
NEW
Shares92,408
Change+92,408
Value$7.3M
Filed 2026-10-29
Stage Harbor Financial, LLC
DECREASED
Shares91,918 from 92,606
Change-688 (-1%)
Value$7.3M (+$185.4K)
Filed 2026-11-03
Sovran Advisors, LLC
DECREASED
Shares91,886 from 97,677
Change-5,791 (-6%)
Value$7.3M (-$468.9K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares91,553 from 93,759
Change-2,206 (-2%)
Value$7.2M (+$68.2K)
Filed 2026-11-04
Maia Wealth LLC
DECREASED
Shares91,461 from 140,657
Change-49,196 (-35%)
Value$7.2M (-$3.5M)
Filed 2026-10-19
Swmg, LLC
INCREASED
Shares89,933 from 87,886
Change+2,047 (+2%)
Value$7.1M (+$211.9K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares88,680 from 99,709
Change-11,029 (-11%)
Value$7.0M (-$614.6K)
Filed 2026-10-08
Ocean Park Asset Management, LLC
DECREASED
Shares87,927 from 111,377
Change-23,450 (-21%)
Value$7.0M (-$1.6M)
Filed 2026-10-21
Kelly Financial Services LLC
INCREASED
Shares86,874 from 44,238
Change+42,636 (+96%)
Value$6.9M (+$3.5M)
Filed 2026-10-20
Cypress Wealth Services, LLC
DECREASED
Shares85,785 from 87,184
Change-1,399 (-2%)
Value$6.8M (+$98.8K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares85,587 from 97,548
Change-11,961 (-12%)
Value$6.8M (-$694.0K)
Filed 2026-10-22
Advus Financial Partners, LLC
DECREASED
Shares85,153 from 95,545
Change-10,392 (-11%)
Value$6.7M (-$575.0K)
Filed 2026-10-20
Sterling Capital Management LLC
DECREASED
Shares84,619 from 95,250
Change-10,631 (-11%)
Value$6.7M (-$594.6K)
Filed 2026-10-22
Apollon Wealth Management, LLC
DECREASED
Shares83,783 from 139,165
Change-55,382 (-40%)
Value$6.6M (-$4.0M)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares83,011 from 79,629
Change+3,382 (+4%)
Value$6.6M (+$473.9K)
Filed 2026-10-27
Midwest Capital Advisors, LLC
INCREASED
Shares80,606 from 13,773
Change+66,833 (+485%)
Value$6.4M (+$5.3M)
Filed 2026-11-04
Lineweaver Wealth Advisors, LLC
INCREASED
Shares78,439 from 77,965
Change+474 (+1%)
Value$6.2M (+$239.5K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
INCREASED
Shares78,116 from 75,388
Change+2,728 (+4%)
Value$6.2M (+$411.0K)
Filed 2026-10-28
United Asset Strategies, Inc.
DECREASED
Shares77,641 from 77,750
Change-109 (0%)
Value$6.1M (+$192.7K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED
Shares76,867 from 124,242
Change-47,375 (-38%)
Value$6.1M (-$3.4M)
Filed 2026-10-22
Golden State Wealth Management, LLC
INCREASED
Shares76,787 from 74,422
Change+2,365 (+3%)
Value$6.1M (+$379.9K)
Filed 2026-11-02
Robinswood Financial LLC
DECREASED
Shares75,369 from 78,491
Change-3,122 (-4%)
Value$5.9M (-$81.5K)
Filed 2026-10-20
Rockland Trust Co
DECREASED
Shares73,988 from 75,265
Change-1,277 (-2%)
Value$5.9M (+$93.9K)
Filed 2026-10-05
Key FInancial Inc
INCREASED
Shares73,434 from 67,082
Change+6,352 (+9%)
Value$5.8M (+$676.4K)
Filed 2026-11-02
Elevate Wealth Advisory, Inc
DECREASED
Shares72,457 from 73,816
Change-1,359 (-2%)
Value$5.7M (+$83.6K)
Filed 2026-10-29
Riverwater Partners LLC
UNCHANGED
Shares72,288 from 72,288
Change0 (0%)
Value$5.7M (+$187.2K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
DECREASED
Shares71,801 from 73,593
Change-1,792 (-2%)
Value$5.7M (+$48.8K)
Filed 2026-10-15
Corepath Wealth Partners LLC
DECREASED
Shares70,356 from 77,248
Change-6,892 (-9%)
Value$5.5M (-$504.7K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares70,056 from 73,685
Change-3,629 (-5%)
Value$5.5M (-$96.4K)
Filed 2026-10-15
West Wealth Group, LLC
DECREASED
Shares69,548 from 98,735
Change-29,187 (-30%)
Value$5.5M (-$2.1M)
Filed 2026-10-14
Symmetry Partners, LLC
DECREASED
Shares69,366 from 69,468
Change-102 (0%)
Value$5.5M (+$171.9K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
INCREASED
Shares67,200 from 39,814
Change+27,386 (+69%)
Value$5.3M (+$2.2M)
Filed 2026-10-19
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares66,984 from 81,897
Change-14,913 (-18%)
Value$5.3M (-$968.1K)
Filed 2026-11-03
Wealth Architects, LLC
DECREASED
Shares66,551 from 69,055
Change-2,504 (-4%)
Value$5.3M (-$19.3K)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares65,760 from 68,633
Change-2,873 (-4%)
Value$5.2M (-$49.6K)
Filed 2026-11-03
Rose Capital Advisors LLC
INCREASED
Shares64,774 from 33,011
Change+31,763 (+96%)
Value$5.1M (+$2.6M)
Filed 2026-11-04
Harbor Group, Inc.
DECREASED
Shares64,118 from 64,126
Change-8 (0%)
Value$5.1M (+$165.5K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED
Shares63,563 from 67,937
Change-4,374 (-6%)
Value$5.0M (-$170.2K)
Filed 2026-11-05
Telos Capital Management, Inc.
INCREASED
Shares62,620 from 59,823
Change+2,797 (+5%)
Value$5.0M (+$376.3K)
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares62,599 from 91,606
Change-29,007 (-32%)
Value$5.0M (-$2.1M)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
DECREASED
Shares62,441 from 64,118
Change-1,677 (-3%)
Value$4.9M (+$33.3K)
Filed 2026-10-28
Northwest Wealth Management, LLC
DECREASED
Shares62,046 from 62,163
Change-117 (0%)
Value$4.9M (+$151.8K)
Filed 2026-10-30
Integrity Advisory Solutions, LLC
INCREASED
Shares61,808 from 56,867
Change+4,941 (+9%)
Value$4.9M (+$538.3K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares60,456 from 60,962
Change-506 (-1%)
Value$4.8M (+$117.8K)
Filed 2026-10-13
Market Street Wealth Management Advisors LLC
DECREASED
Shares59,940 from 60,619
Change-679 (-1%)
Value$4.7M (+$103.3K)
Filed 2026-10-09
Ascentis Independent Advisors
INCREASED
Shares59,590 from 1,399
Change+58,191 (+4159%)
Value$4.7M (+$4.6M)
Filed 2026-11-03
MMA Asset Management LLC
INCREASED
Shares59,473 from 57,734
Change+1,739 (+3%)
Value$4.7M (+$287.2K)
Filed 2026-11-02
Narus Financial Partners, LLC
DECREASED
Shares59,454 from 59,573
Change-119 (0%)
Value$4.7M (+$144.9K)
Filed 2026-10-19
TSA Wealth Managment LLC
DECREASED
Shares59,194 from 61,830
Change-2,636 (-4%)
Value$4.7M (-$48.5K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares59,059 from 58,948
Change+111 (+0%)
Value$4.7M (+$161.5K)
Filed 2026-10-28
Lantz Financial LLC
DECREASED
Shares58,756 from 59,948
Change-1,192 (-2%)
Value$4.6M (+$60.9K)
Filed 2026-10-15
Endeavor Private Wealth, Inc.
INCREASED
Shares57,678 from 55,754
Change+1,924 (+3%)
Value$4.6M (+$296.6K)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED
Shares57,560 from 56,351
Change+1,209 (+2%)
Value$4.6M (+$241.6K)
Filed 2026-11-03
Collective Family Office LLC
INCREASED
Shares56,937 from 56,454
Change+483 (+1%)
Value$4.5M (+$184.4K)
Filed 2026-10-05
Polaris Investment Advisors, LLC
DECREASED
Shares56,887 from 61,689
Change-4,802 (-8%)
Value$4.5M (-$220.3K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares56,722 from 52,362
Change+4,360 (+8%)
Value$4.5M (+$480.7K)
Filed 2026-10-26
McNaughton Wealth Management, LLC
INCREASED
Shares56,605 from 52,401
Change+4,204 (+8%)
Value$4.5M (+$468.4K)
Filed 2026-10-09
Apeiron RIA LLC
DECREASED
Shares56,354 from 95,001
Change-38,647 (-41%)
Value$4.4M (-$2.7M)
Filed 2026-10-08
Evolution Wealth Management Inc.
INCREASED
Shares56,077 from 42,570
Change+13,507 (+32%)
Value$4.4M (+$1.2M)
Filed 2026-10-28
Retirement Wealth Solutions LLC
INCREASED
Shares55,643 from 48,153
Change+7,490 (+16%)
Value$4.4M (+$717.4K)
Filed 2026-10-07
ShoreHaven Wealth Partners, LLC
INCREASED
Shares55,556 from 53,441
Change+2,115 (+4%)
Value$4.4M (+$305.8K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares54,402 from 50,970
Change+3,432 (+7%)
Value$4.3M (+$403.6K)
Filed 2026-10-16
ADE, LLC
DECREASED
Shares53,457 from 53,733
Change-276 (-1%)
Value$4.2M (+$117.3K)
Filed 2026-10-29
Horst & Graben Wealth Management LLC
DECREASED
Shares52,601 from 56,348
Change-3,747 (-7%)
Value$4.2M (-$137.8K)
Filed 2026-11-02
Principal Financial Group Inc
INCREASED
Shares51,972 from 41,873
Change+10,099 (+24%)
Value$4.1M (+$907.7K)
Filed 2026-11-02
Sage Financial Group Inc
DECREASED
Shares51,028 from 51,564
Change-536 (-1%)
Value$4.0M (+$91.1K)
Filed 2026-10-27
Csenge Advisory Group
INCREASED
Shares50,512 from 49,682
Change+830 (+2%)
Value$4.0M (+$194.4K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares50,221 from 108,094
Change-57,873 (-54%)
Value$4.0M (-$4.3M)
Filed 2026-10-27
Gilliland Jeter Wealth Management LLC
INCREASED
Shares49,431 from 47,904
Change+1,527 (+3%)
Value$3.9M (+$244.9K)
Filed 2026-10-28
Fire Capital Management LLC
NEW
Shares48,600
Change+48,600
Value$3.8M
Filed 2026-10-27
Beam Wealth Advisors, Inc.
INCREASED
Shares48,063 from 47,726
Change+337 (+1%)
Value$3.8M (+$150.3K)
Filed 2026-11-03
Warner Financial, Inc
INCREASED
Shares48,057 from 48,045
Change+12 (+0%)
Value$3.8M (+$125.4K)
Filed 2026-11-06
Ascent Group, LLC
DECREASED
Shares47,661 from 276,887
Change-229,226 (-83%)
Value$3.8M (-$17.4M)
Filed 2026-10-30
Foundation Wealth Management, LLC
DECREASED
Shares47,374 from 48,810
Change-1,436 (-3%)
Value$3.7M (+$12.7K)
Filed 2026-10-22
AMG National Trust Bank
INCREASED
Shares46,475 from 41,981
Change+4,494 (+11%)
Value$3.7M (+$464.4K)
Filed 2026-11-05
Droms Strauss Advisors Inc
DECREASED
Shares46,212 from 47,684
Change-1,472 (-3%)
Value$3.7M (+$7.0K)
Filed 2026-11-03
Salus Financial Advisors, LLC
INCREASED
Shares45,652 from 45,581
Change+71 (+0%)
Value$3.6M (+$123.7K)
Filed 2026-10-20
Dynamic Wealth Strategies, LLC
DECREASED
Shares45,292 from 48,057
Change-2,765 (-6%)
Value$3.6M (-$94.4K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares44,016 from 38,878
Change+5,138 (+13%)
Value$3.5M (+$507.3K)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares43,980 from 32,320
Change+11,660 (+36%)
Value$3.5M (+$1.0M)
Filed 2026-10-14
Patten Group, Inc.
DECREASED
Shares43,813 from 44,004
Change-191 (0%)
Value$3.5M (+$98.9K)
Filed 2026-10-26
TritonPoint Partners, LLC
INCREASED
Shares43,473 from 8,434
Change+35,039 (+415%)
Value$3.4M (+$2.8M)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
INCREASED
Shares42,942 from 42,843
Change+99 (+0%)
Value$3.4M (+$118.8K)
Filed 2026-11-02
SigFig Wealth Management, LLC
DECREASED
Shares42,505 from 43,820
Change-1,315 (-3%)
Value$3.4M (+$8.5K)
Filed 2026-10-07
Sterling Wealth Management, Inc.
DECREASED
Shares41,180 from 41,259
Change-79 (0%)
Value$3.3M (+$100.6K)
Filed 2026-10-23
W Advisors, LLC
DECREASED
Shares40,984 from 41,539
Change-555 (-1%)
Value$3.2M (+$63.7K)
Filed 2026-11-02
Ifrah Financial Services, Inc.
DECREASED
Shares40,820 from 41,456
Change-636 (-2%)
Value$3.2M (+$57.0K)
Filed 2026-10-13
Bouvel Investment Partners, LLC
INCREASED
Shares40,729 from 40,481
Change+248 (+1%)
Value$3.2M (+$124.5K)
Filed 2026-10-13
Cornerstone Planning Group LLC
DECREASED
Shares39,994 from 45,023
Change-5,029 (-11%)
Value$3.1M (-$449.5K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares39,675 from 40,525
Change-850 (-2%)
Value$3.1M (+$37.7K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
DECREASED
Shares39,549 from 40,316
Change-767 (-2%)
Value$3.1M (+$43.7K)
Filed 2026-10-29
One Wealth Capital Management, LLC
DECREASED
Shares39,346 from 61,782
Change-22,436 (-36%)
Value$3.1M (-$1.6M)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares38,988 from 37,623
Change+1,365 (+4%)
Value$3.1M (+$205.5K)
Filed 2026-10-16
Forte Asset Management LLC
DECREASED
Shares38,279 from 38,349
Change-70 (0%)
Value$3.0M (+$93.8K)
Filed 2026-10-13
Firethorn Wealth Partners, LLC
DECREASED
Shares37,859 from 40,348
Change-2,489 (-6%)
Value$3.0M (-$92.5K)
Filed 2026-10-14
Revolve Wealth Partners, LLC
DECREASED
Shares35,957 from 37,314
Change-1,357 (-4%)
Value$2.8M (-$10.7K)
Filed 2026-10-23
Obsidian CIO, LLC
INCREASED
Shares35,252 from 34,137
Change+1,115 (+3%)
Value$2.8M (+$176.6K)
Filed 2026-11-05
Columbus Macro, LLC
INCREASED
Shares35,193 from 34,830
Change+363 (+1%)
Value$2.8M (+$118.9K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares34,902 from 34,800
Change+102 (+0%)
Value$2.8M (+$98.2K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares34,800 from 27,104
Change+7,696 (+28%)
Value$2.8M (+$679.3K)
Filed 2026-11-06
Omni 360 Wealth, Inc.
DECREASED
Shares34,648 from 34,862
Change-214 (-1%)
Value$2.7M (+$73.4K)
Filed 2026-10-13
Centurion Wealth Management LLC
DECREASED
Shares34,382 from 54,729
Change-20,347 (-37%)
Value$2.7M (-$1.5M)
Filed 2026-10-13
Braun-Bostich & Associates Inc.
INCREASED
Shares33,587 from 15,751
Change+17,836 (+113%)
Value$2.7M (+$1.5M)
Filed 2026-10-20
Ashton Thomas Securities, LLC
NEW
Shares33,537
Change+33,537
Value$2.7M
Filed 2026-10-26
Summit Financial Strategies, Inc.
INCREASED
Shares32,894 from 32,434
Change+460 (+1%)
Value$2.6M (+$120.4K)
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares32,625 from 34,627
Change-2,002 (-6%)
Value$2.6M (-$68.7K)
Filed 2026-10-14
HB Wealth Management, LLC
DECREASED
Shares32,006 from 32,386
Change-380 (-1%)
Value$2.5M (+$53.8K)
Filed 2026-10-23
Central Trust Co
INCREASED
Shares31,262 from 31,064
Change+198 (+1%)
Value$2.5M (+$96.1K)
Filed 2026-11-05
Zenith Solutions, Inc.
DECREASED
Shares30,926 from 33,148
Change-2,222 (-7%)
Value$2.4M (-$90.0K)
Filed 2026-10-19
CogentBlue Wealth Advisors, LLC
DECREASED
Shares30,912 from 30,977
Change-65 (0%)
Value$2.4M (+$75.1K)
Filed 2026-10-09
Etesian Wealth Advisors, Inc.
INCREASED
Shares30,566 from 29,338
Change+1,228 (+4%)
Value$2.4M (+$173.2K)
Filed 2026-10-27
Clayton Financial Group LLC
INCREASED
Shares30,112 from 26,007
Change+4,105 (+16%)
Value$2.4M (+$392.2K)
Filed 2026-10-13
Breakwater Capital Group
DECREASED
Shares29,905 from 29,966
Change-61 (0%)
Value$2.4M (+$72.8K)
Filed 2026-10-09
Smart Wealth LLC
DECREASED
Shares29,857 from 40,479
Change-10,622 (-26%)
Value$2.4M (-$735.8K)
Filed 2026-11-04
Neumann Capital Management, LLC
UNCHANGED
Shares29,785 from 29,785
Change0 (0%)
Value$2.4M (+$77.1K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares29,729 from 27,894
Change+1,835 (+7%)
Value$2.4M (+$216.9K)
Filed 2026-10-13
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares29,729 from 29,793
Change-64 (0%)
Value$2.4M (+$72.1K)
Filed 2026-10-27
SWP Financial LLC
INCREASED
Shares29,580 from 9,816
Change+19,764 (+201%)
Value$2.3M (+$1.6M)
Filed 2026-10-23
Asempa Wealth Advisors
DECREASED
Shares29,401 from 30,723
Change-1,322 (-4%)
Value$2.3M (-$62.1K)
Filed 2026-10-07
Absolute Capital Management, LLC
INCREASED
Shares29,351 from 25,418
Change+3,933 (+15%)
Value$2.3M (+$377.1K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares29,301 from 28,645
Change+656 (+2%)
Value$2.3M (+$126.1K)
Filed 2026-10-26
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares29,155 from 29,634
Change-479 (-2%)
Value$2.3M (+$38.9K)
Filed 2026-11-05
Triad Wealth Partners, LLC
DECREASED
Shares28,891 from 32,717
Change-3,826 (-12%)
Value$2.3M (-$366.6K)
Filed 2026-10-26
Virtus Family Office LLC
INCREASED
Shares28,840 from 28,029
Change+811 (+3%)
Value$2.3M (+$136.8K)
Filed 2026-10-30
American State Bank (Iowa)
INCREASED
Shares28,645 from 27,785
Change+860 (+3%)
Value$2.3M (+$140.0K)
Filed 2026-11-03
Gen-Wealth Partners Inc
DECREASED
Shares28,411 from 39,408
Change-10,997 (-28%)
Value$2.2M (-$768.2K)
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares28,109 from 24,077
Change+4,032 (+17%)
Value$2.2M (+$381.5K)
Filed 2026-10-20
American Financial & TAX Strategies Inc
DECREASED
Shares27,930 from 27,936
Change-6 (0%)
Value$2.2M (+$71.9K)
Filed 2026-10-16
Riverbend Wealth Management, LLC
INCREASED
Shares26,917 from 20,349
Change+6,568 (+32%)
Value$2.1M (+$572.5K)
Filed 2026-10-15
BlueSky Wealth Advisors, LLC
DECREASED
Shares26,649 from 26,722
Change-73 (0%)
Value$2.1M (+$63.4K)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares26,599 from 4,270
Change+22,329 (+523%)
Value$2.1M (+$1.8M)
Filed 2026-10-16
Archer Investment Management, LLC
DECREASED
Shares26,355 from 27,067
Change-712 (-3%)
Value$2.1M (+$13.7K)
Filed 2026-10-13
Ridgeline Wealth, LLC
DECREASED
Shares26,224 from 26,401
Change-177 (-1%)
Value$2.1M (+$46.8K)
Filed 2026-10-14
PUREfi Wealth, LLC
INCREASED
Shares26,079 from 14,986
Change+11,093 (+74%)
Value$2.1M (+$916.7K)
Filed 2026-10-19
Univest Financial Corp
DECREASED
Shares25,992 from 26,021
Change-29 (0%)
Value$2.1M (+$65.1K)
Filed 2026-11-05
Ehrlich Financial Group
DECREASED
Shares25,990 from 27,292
Change-1,302 (-5%)
Value$2.1M (-$32.4K)
Filed 2026-10-20
Factor Wealth Management LTD
INCREASED
Shares25,960 from 13,075
Change+12,885 (+99%)
Value$2.1M (+$1.1M)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares25,911 from 23,723
Change+2,188 (+9%)
Value$2.1M (+$234.6K)
Filed 2026-11-03
McAdam, LLC
DECREASED
Shares25,638 from 25,725
Change-87 (0%)
Value$2.0M (+$59.7K)
Filed 2026-10-21
Hoxton Planning & Management, LLC
INCREASED
Shares25,377 from 23,573
Change+1,804 (+8%)
Value$2.0M (+$203.8K)
Filed 2026-10-15
Layline Advisors, LLC
DECREASED
Shares24,516 from 24,964
Change-448 (-2%)
Value$1.9M (+$29.2K)
Filed 2026-11-02
Weil Company, Inc.
DECREASED
Shares24,456 from 25,044
Change-588 (-2%)
Value$1.9M (+$18.3K)
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares24,441 from 30,504
Change-6,063 (-20%)
Value$1.9K (-$2.3M)
Filed 2026-10-22
First Horizon Corp
DECREASED
Shares24,403 from 24,414
Change-11 (0%)
Value$1.9M (+$62.4K)
Filed 2026-10-26
Interchange Capital Partners, LLC
DECREASED
Shares24,289 from 24,420
Change-131 (-1%)
Value$1.9M (+$50.1K)
Filed 2026-10-28
Rockingstone Advisors LLC
INCREASED
Shares24,175 from 23,875
Change+300 (+1%)
Value$1.9M (+$85.6K)
Filed 2026-10-16
Ritholtz Wealth Management
DECREASED
Shares23,916 from 24,178
Change-262 (-1%)
Value$1.9M (+$41.9K)
Filed 2026-11-05
Quartz Partners, LLC
DECREASED
Shares23,748 from 24,547
Change-799 (-3%)
Value$1.9M (+$353)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares23,701 from 20,338
Change+3,363 (+17%)
Value$1.9M (+$318.8K)
Filed 2026-10-14
Wingate Wealth Advisors, Inc.
INCREASED
Shares23,562 from 23,553
Change+9 (+0%)
Value$1.9M (+$61.7K)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED
Shares23,329 from 39,103
Change-15,774 (-40%)
Value$1.8M (-$1.1M)
Filed 2026-10-19
Gibbs Wealth Management
INCREASED
Shares23,163 from 17,405
Change+5,758 (+33%)
Value$1.8M (+$500.8K)
Filed 2026-10-22
Rossby Financial, LCC
INCREASED
Shares23,145 from 10,282
Change+12,863 (+125%)
Value$1.8M (+$1.0M)
Filed 2026-11-05
Mainstream Capital Management LLC
INCREASED
Shares23,023 from 18,547
Change+4,476 (+24%)
Value$1.8M (+$402.3K)
Filed 2026-10-23
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares22,940 from 22,388
Change+552 (+2%)
Value$1.8M (+$101.7K)
Filed 2026-10-20
Compound Planning, Inc.
DECREASED
Shares22,721 from 22,920
Change-199 (-1%)
Value$1.8M (+$43.6K)
Filed 2026-11-05
GGM Financial LLC
DECREASED
Shares22,700 from 22,767
Change-67 (0%)
Value$1.8M (+$53.7K)
Filed 2026-11-05
Commonwealth Retirement Investments LLC
DECREASED
Shares22,654 from 46,489
Change-23,835 (-51%)
Value$1.8M (-$1.8M)
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares22,262 from 24,196
Change-1,934 (-8%)
Value$1.8M (-$90.4K)
Filed 2026-10-23
Stegner Investment Associates Inc.
DECREASED
Shares22,031 from 22,283
Change-252 (-1%)
Value$1.7M (+$37.8K)
Filed 2026-10-15
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares21,937 from 21,937
Change0 (0%)
Value$1.7M (+$56.8K)
Filed 2026-10-30
LexAurum Advisors, LLC
DECREASED
Shares21,769 from 21,984
Change-215 (-1%)
Value$1.7M (+$39.9K)
Filed 2026-10-19
Discipline Wealth Solutions, LLC
INCREASED
Shares21,381 from 21,362
Change+19 (+0%)
Value$1.7M (+$56.8K)
Filed 2026-10-14
Vaquero Private Wealth, LTD
DECREASED
Shares21,293 from 21,947
Change-654 (-3%)
Value$1.7M (+$5.1K)
Filed 2026-10-27
Essential Investment Partners LLC
NEW
Shares21,282
Change+21,282
Value$1.7M
Filed 2026-10-27
M Holdings Securities, Inc.
NEW
Shares21,260
Change+21,260
Value$1.7M
Filed 2026-11-03
Independence Bank of Kentucky
UNCHANGED
Shares21,183 from 21,183
Change0 (0%)
Value$1.7M (+$54.9K)
Filed 2026-10-26
One Advisory Partners, LLC
DECREASED
Shares21,078 from 21,601
Change-523 (-2%)
Value$1.7M (+$14.6K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED
Shares20,763 from 22,008
Change-1,245 (-6%)
Value$1.6M (-$41.5K)
Filed 2026-10-08
FWG Investments, Llc.
DECREASED
Shares20,454 from 21,567
Change-1,113 (-5%)
Value$1.6M (-$32.3K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares20,419 from 23,945
Change-3,526 (-15%)
Value$1.6M (-$233.0K)
Filed 2026-10-23
Verus Capital Partners, LLC
DECREASED
Shares20,380 from 26,138
Change-5,758 (-22%)
Value$1.6M (-$388.0K)
Filed 2026-11-03
Aprio Wealth Management, LLC
DECREASED
Shares20,101 from 26,029
Change-5,928 (-23%)
Value$1.6M (-$401.7K)
Filed 2026-10-28
Walleye Partners, LLC
INCREASED
Shares19,854 from 15,775
Change+4,079 (+26%)
Value$1.6M (+$363.7K)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares19,834 from 20,156
Change-322 (-2%)
Value$1.6M (+$26.7K)
Filed 2026-10-16
Innova Wealth Partners
INCREASED
Shares19,709 from 19,191
Change+518 (+3%)
Value$1.6M (+$90.7K)
Filed 2026-10-21
Wilkerson Advisory Group LLC
DECREASED
Shares19,576 from 19,723
Change-147 (-1%)
Value$1.5M (+$39.4K)
Filed 2026-10-20
McMill Wealth Management
UNCHANGED
Shares19,473 from 19,473
Change0 (0%)
Value$1.5M (+$50.4K)
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares19,454 from 13,382
Change+6,072 (+45%)
Value$1.5M (+$515.2K)
Filed 2026-10-09
Foundation Wealth Management, Llc\pa
DECREASED
Shares19,439 from 20,743
Change-1,304 (-6%)
Value$1.5M (-$49.5K)
Filed 2026-10-14
First Citizens Financial Corp
DECREASED
Shares19,107 from 19,313
Change-206 (-1%)
Value$1.5M (+$33.7K)
Filed 2026-10-02
Quadcap Wealth Management, LLC
DECREASED
Shares18,954 from 18,963
Change-9 (0%)
Value$1.5M (+$48.4K)
Filed 2026-11-02
Mycio Wealth Partners, LLC
UNCHANGED
Shares18,925 from 18,925
Change0 (0%)
Value$1.5M (+$49.0K)
Filed 2026-11-04
Asset One Wealth Management LLC
INCREASED
Shares18,834 from 2,718
Change+16,116 (+593%)
Value$1.5M (+$1.3M)
Filed 2026-11-02
BCU Wealth Advisors, LLC
DECREASED
Shares18,621 from 20,073
Change-1,452 (-7%)
Value$1.5M (-$62.9K)
Filed 2026-10-16
Powerhouse Assets LLC
DECREASED
Shares18,512 from 18,648
Change-136 (-1%)
Value$1.5M (+$37.5K)
Filed 2026-10-19
JDH Wealth Management, LLC
UNCHANGED
Shares18,424 from 18,424
Change0 (0%)
Value$1.5M (+$47.7K)
Filed 2026-10-20
Westside Investment Management, Inc.
UNCHANGED
Shares18,280 from 18,280
Change0 (0%)
Value$1.4M (+$47.2K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares18,147 from 17,626
Change+521 (+3%)
Value$1.4M (+$86.9K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares18,068 from 15,649
Change+2,419 (+15%)
Value$1.4M (+$232.0K)
Filed 2026-10-20
Kassira Wealth Management LLC
DECREASED
Shares18,014 from 18,086
Change-72 (0%)
Value$1.4M (+$41.1K)
Filed 2026-10-28
Mosley Wealth Management
DECREASED
Shares17,934 from 19,083
Change-1,149 (-6%)
Value$1.4M (-$41.0K)
Filed 2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED
Shares17,885 from 17,885
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares17,864 from 13,252
Change+4,612 (+35%)
Value$1.4M (+$399.2K)
Filed 2026-11-03
Sagace Wealth Management LLC
INCREASED
Shares17,760 from 16,805
Change+955 (+6%)
Value$1.4M (+$119.1K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
DECREASED
Shares17,677 from 38,486
Change-20,809 (-54%)
Value$1.4M (-$1.5M)
Filed 2026-10-26
Founders Financial Securities LLC
INCREASED
Shares17,635 from 17,036
Change+599 (+4%)
Value$1.4M (+$91.5K)
Filed 2026-10-28
Sound Financial Strategies Group, LLC
INCREASED
Shares17,624 from 17,619
Change+5 (+0%)
Value$1.4M (+$46.0K)
Filed 2026-10-30
Citizens Financial Group Inc
DECREASED
Shares17,310 from 17,895
Change-585 (-3%)
Value$1.4M (+$65)
Filed 2026-10-23
SeedSafe Financial LLC
DECREASED
Shares16,958 from 17,148
Change-190 (-1%)
Value$1.3M (+$29.4K)
Filed 2026-11-02
ASL Financial, LLC
INCREASED
Shares16,861 from 15,351
Change+1,510 (+10%)
Value$1.3M (+$159.3K)
Filed 2026-10-15
Legacy Advisory Services, LLC
NEW
Shares16,554
Change+16,554
Value$1.3M
Filed 2026-10-20
Evanson Financial, LLC
UNCHANGED
Shares16,410 from 16,410
Change0 (0%)
Value$1.3M (+$42.5K)
Filed 2026-10-23
Keybank National Association
DECREASED
Shares16,400 from 23,958
Change-7,558 (-32%)
Value$1.3M (-$536.1K)
Filed 2026-11-04
Financial Perspectives, Inc
INCREASED
Shares16,325 from 14,018
Change+2,307 (+16%)
Value$1.3M (+$218.9K)
Filed 2026-11-03
Claro Advisors Inc.
DECREASED
Shares16,314 from 16,633
Change-319 (-2%)
Value$1.3M (+$17.9K)
Filed 2026-11-02
Alterna Wealth Management, Inc
DECREASED
Shares16,050 from 16,399
Change-349 (-2%)
Value$1.3M (+$14.9K)
Filed 2026-10-27
Fermata Advisors, LLC
DECREASED
Shares16,040 from 16,372
Change-332 (-2%)
Value$1.3M (+$16.1K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
DECREASED
Shares15,928 from 16,611
Change-683 (-4%)
Value$1.3M (-$11.0K)
Filed 2026-10-13
Unify Financial Advisors
DECREASED
Shares15,827 from 16,698
Change-871 (-5%)
Value$1.3M (-$25.7K)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares15,799 from 15,970
Change-171 (-1%)
Value$1.3M (+$27.9K)
Filed 2026-11-04
Fonville Wealth Management LLC
DECREASED
Shares15,533 from 16,337
Change-804 (-5%)
Value$1.2M (-$21.3K)
Filed 2026-10-28
Luts & Greenleigh Group, Inc.
DECREASED
Shares15,527 from 15,719
Change-192 (-1%)
Value$1.2M (+$25.5K)
Filed 2026-11-05
Blue Zone Wealth Advisors, LLC
DECREASED
Shares15,511 from 15,701
Change-190 (-1%)
Value$1.2M (+$25.6K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares15,443 from 14,088
Change+1,355 (+10%)
Value$1.2M (+$124.2K)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares15,413 from 15,523
Change-110 (-1%)
Value$1.2M (+$31.5K)
Filed 2026-10-20
MacKenzie Financial Corp
INCREASED
Shares15,316 from 15,312
Change+4 (+0%)
Value$1.2M (+$40.0K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares15,209 from 15,527
Change-318 (-2%)
Value$1.2M (+$15.1K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED
Shares15,184 from 15,028
Change+156 (+1%)
Value$1.2M (+$51.3K)
Filed 2026-11-04
Evergreen Capital Management LLC
UNCHANGED
Shares15,096 from 15,096
Change0 (0%)
Value$1.2M (+$39.1K)
Filed 2026-10-23
Allegheny Financial Group
INCREASED
Shares15,036 from 12,137
Change+2,899 (+24%)
Value$1.2M (+$260.8K)
Filed 2026-11-05
Fairvoy Private Wealth, LLC
INCREASED
Shares15,013 from 11,808
Change+3,205 (+27%)
Value$1.2M (+$284.2K)
Filed 2026-10-19
Hardin Capital Partners, LLC
INCREASED
Shares14,741 from 13,258
Change+1,483 (+11%)
Value$1.2M (+$151.3K)
Filed 2026-10-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares14,734 from 14,359
Change+375 (+3%)
Value$1.2M (+$66.9K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares14,664 from 15,370
Change-706 (-5%)
Value$1.2M (-$16.1K)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares14,655 from 15,280
Change-625 (-4%)
Value$1.2M (-$9.9K)
Filed 2026-10-20
Northland Securities, Inc.
DECREASED
Shares14,512 from 15,211
Change-699 (-5%)
Value$1.1M (-$15.9K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares14,507 from 15,177
Change-670 (-4%)
Value$1.1M (-$13.7K)
Filed 2026-10-08
J. Derek Lewis & Associates Inc.
DECREASED
Shares14,499 from 15,703
Change-1,204 (-8%)
Value$1.1M (-$54.6K)
Filed 2026-11-03
Falcon Wealth Planning
DECREASED
Shares14,343 from 14,503
Change-160 (-1%)
Value$1.1M (+$24.9K)
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
INCREASED
Shares14,333 from 9,355
Change+4,978 (+53%)
Value$905.2K (+$383.0K)
Filed 2026-11-04
Fiduciary Advisors, Inc.
UNCHANGED
Shares14,285 from 14,285
Change0 (0%)
Value$1.1M (+$37.0K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
INCREASED
Shares14,239 from 12,083
Change+2,156 (+18%)
Value$1.1M (+$201.9K)
Filed 2026-11-03
Latitude Advisors, LLC
DECREASED
Shares13,869 from 19,128
Change-5,259 (-27%)
Value$1.1M (-$366.6K)
Filed 2026-10-27
Horizon Wealth Management, LLC
DECREASED
Shares13,751 from 17,475
Change-3,724 (-21%)
Value$1.1M (-$249.5K)
Filed 2026-11-02
ARK & TLK Investments, LLC
UNCHANGED
Shares13,673 from 13,673
Change0 (0%)
Value$1.1M (+$35.4K)
Filed 2026-10-20
Keeler Thomas Management LLC
NEW
Shares13,629
Change+13,629
Value$1.1M
Filed 2026-10-29
Moors & Cabot, Inc.
INCREASED
Shares13,576 from 12,077
Change+1,499 (+12%)
Value$1.1M (+$149.9K)
Filed 2026-11-06
Two West Capital Advisors LLC
INCREASED
Shares13,546 from 12,893
Change+653 (+5%)
Value$1.1M (+$74.0K)
Filed 2026-10-15
InvesTrust
DECREASED
Shares13,366 from 22,235
Change-8,869 (-40%)
Value$1.1M (-$644.3K)
Filed 2026-10-14
NWF Advisory Services Inc.
INCREASED
Shares13,320 from 9,814
Change+3,506 (+36%)
Value$1.1M (+$302.9K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
UNCHANGED
Shares13,315 from 13,315
Change0 (0%)
Value$1.1M (+$34.5K)
Filed 2026-10-08
Daviman Financial, LLC
DECREASED
Shares13,293 from 15,345
Change-2,052 (-13%)
Value$1.1M (-$122.6K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares13,116 from 13,805
Change-689 (-5%)
Value$1.0M (-$18.8K)
Filed 2026-10-15
J.M. Arbour, LLC
DECREASED
Shares13,079 from 13,595
Change-516 (-4%)
Value$1.0M (-$5.7K)
Filed 2026-11-05
Asset Dedication, LLC
DECREASED
Shares13,069 from 13,315
Change-246 (-2%)
Value$1.0M (+$15.0K)
Filed 2026-11-03
O'Connor Financial Group LLC
DECREASED
Shares13,010 from 13,329
Change-319 (-2%)
Value$1.0M (+$9.3K)
Filed 2026-10-26
WealthPlan Investment Management, LLC
DECREASED
Shares12,960 from 13,040
Change-80 (-1%)
Value$1.0M (+$27.4K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
INCREASED
Shares12,818 from 12,812
Change+6 (+0%)
Value$1.0M (+$43.4K)
Filed 2026-10-30
Financial Management Professionals, Inc.
INCREASED
Shares12,744 from 12,070
Change+674 (+6%)
Value$1.0M (+$84.6K)
Filed 2026-10-23
Silverlake Wealth Management LLC
INCREASED
Shares12,592 from 10,249
Change+2,343 (+23%)
Value$996.6K (+$212.0K)
Filed 2026-10-21
Stackstone Wealth, LLC
NEW
Shares12,591
Change+12,591
Value$996.5K
Filed 2026-10-19
Washington Trust Co
DECREASED
Shares12,582 from 12,704
Change-122 (-1%)
Value$995.7K (+$23.2K)
Filed 2026-10-22
Opinicus Capital, Inc.
DECREASED
Shares12,311 from 12,614
Change-303 (-2%)
Value$974.3K (+$8.7K)
Filed 2026-10-28
25 LLC
UNCHANGED
Shares12,234 from 12,234
Change0 (0%)
Value$968.2K (+$31.7K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
DECREASED
Shares11,992 from 13,119
Change-1,127 (-9%)
Value$949.1K (-$55.2K)
Filed 2026-10-14
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares11,979 from 12,884
Change-905 (-7%)
Value$948.0K (-$38.2K)
Filed 2026-10-26
Heritage Family Offices, LLP
DECREASED
Shares11,925 from 12,622
Change-697 (-6%)
Value$943.7K (-$22.5K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares11,845 from 25,679
Change-13,834 (-54%)
Value$937.5K (-$1.0M)
Filed 2026-10-14
Keystone Wealth Services, LLC
INCREASED
Shares11,804 from 11,081
Change+723 (+7%)
Value$939.9K (+$91.7K)
Filed 2026-11-03
Personal CFO Solutions, LLC
NEW
Shares11,769
Change+11,769
Value$931.4K
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares11,751 from 9,349
Change+2,402 (+26%)
Value$930.0K (+$214.3K)
Filed 2026-11-03
Vanguard Capital Wealth Advisors
NEW
Shares11,629
Change+11,629
Value$920.3K
Filed 2026-10-16
Traveka Wealth, LLC
INCREASED
Shares11,503 from 10,414
Change+1,089 (+10%)
Value$910.3K (+$113.2K)
Filed 2026-10-19
Krilogy Financial LLC
INCREASED
Shares11,496 from 9,080
Change+2,416 (+27%)
Value$898.4K (+$203.3K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares11,454 from 11,605
Change-151 (-1%)
Value$906.4K (+$18.1K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares11,174 from 8,913
Change+2,261 (+25%)
Value$884.2K (+$202.0K)
Filed 2026-11-06
Cooper Financial Group
DECREASED
Shares11,152 from 11,789
Change-637 (-5%)
Value$882.6K (-$19.9K)
Filed 2026-10-07
Mission Financial Group, LLC
INCREASED
Shares11,142 from 10,858
Change+284 (+3%)
Value$881.8K (+$50.6K)
Filed 2026-10-21
Beacon Financial Advisory LLC
DECREASED
Shares10,937 from 14,297
Change-3,360 (-23%)
Value$865.6K (-$228.9K)
Filed 2026-10-16
Childress Capital Advisors, LLC
UNCHANGED
Shares10,900 from 10,900
Change0 (0%)
Value$862.6K (+$28.2K)
Filed 2026-10-28
RCS Financial Planning, LLC
DECREASED
Shares10,835 from 11,678
Change-843 (-7%)
Value$857.5K (-$36.5K)
Filed 2026-10-14
Fort Washington Investment Advisors Inc
DECREASED
Shares10,622 from 11,158
Change-536 (-5%)
Value$840.6K (-$13.5K)
Filed 2026-10-15
Arcadia Wealth Management, LLC
DECREASED
Shares10,610 from 14,916
Change-4,306 (-29%)
Value$839.7K (-$302.2K)
Filed 2026-10-22
Accelerate Investment Advisors LLC
DECREASED
Shares10,585 from 14,839
Change-4,254 (-29%)
Value$837.7K (-$298.2K)
Filed 2026-11-02
Foster Group, Inc.
DECREASED
Shares10,537 from 10,683
Change-146 (-1%)
Value$833.9K (+$16.1K)
Filed 2026-10-13
Aspire Private Capital, LLC
DECREASED
Shares10,393 from 11,254
Change-861 (-8%)
Value$822.5K (-$39.0K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
DECREASED
Shares10,385 from 10,482
Change-97 (-1%)
Value$821.9K (+$19.5K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares10,368 from 10,368
Change0 (0%)
Value$820.5K (+$26.9K)
Filed 2026-10-19
Midwest Trust Co
INCREASED
Shares10,359 from 8,425
Change+1,934 (+23%)
Value$819.8K (+$174.9K)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares10,287 from 6,775
Change+3,512 (+52%)
Value$814.1K (+$295.5K)
Filed 2026-10-14
Accurate Wealth Management, LLC
DECREASED
Shares10,285 from 10,799
Change-514 (-5%)
Value$810.9K (-$35.6K)
Filed 2026-10-20
Goelzer Investment Management, Inc.
DECREASED
Shares10,226 from 10,241
Change-15 (0%)
Value$809.3K (+$25.3K)
Filed 2026-10-16
Fragasso Financial Advisors Inc
UNCHANGED
Shares10,219 from 10,219
Change0 (0%)
Value$799.1K (+$16.8K)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares10,185 from 10,649
Change-464 (-4%)
Value$806.1K (-$9.1K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares10,161 from 10,161
Change0 (0%)
Value$804.1K (+$26.3K)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares10,124 from 5,231
Change+4,893 (+94%)
Value$801.2K (+$400.8K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares10,085 from 10,951
Change-866 (-8%)
Value$798.1K (-$40.1K)
Filed 2026-10-23
Pettinga Financial Advisors LLC
DECREASED
Shares9,926 from 10,540
Change-614 (-6%)
Value$785.5K (-$21.3K)
Filed 2026-10-13
Raleigh Capital Management Inc.
INCREASED
Shares9,857 from 9,718
Change+139 (+1%)
Value$780.1K (+$36.2K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
INCREASED
Shares9,849 from 9,102
Change+747 (+8%)
Value$779.4K (+$82.7K)
Filed 2026-10-23
Ariadne Wealth Management, LP
UNCHANGED
Shares9,845 from 9,845
Change0 (0%)
Value$779.1K (+$25.5K)
Filed 2026-11-06
Wealth Quarterback LLC
DECREASED
Shares9,817 from 10,136
Change-319 (-3%)
Value$776.9K (+$1.1K)
Filed 2026-10-20
RHS Financial, LLC
INCREASED
Shares9,744 from 9,713
Change+31 (+0%)
Value$771.1K (+$27.6K)
Filed 2026-10-13
Core Wealth Advisors, LLC
DECREASED
Shares9,740 from 11,621
Change-1,881 (-16%)
Value$770.8K (-$118.7K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares9,661 from 8,913
Change+748 (+8%)
Value$764.6K (+$82.3K)
Filed 2026-10-13
Certuity, LLC
DECREASED
Shares9,613 from 10,080
Change-467 (-5%)
Value$760.7K (-$10.9K)
Filed 2026-11-02
FSA Wealth Partners, Inc.
NEW
Shares9,605
Change+9,605
Value$760.1K
Filed 2026-10-26
PCG Asset Management, LLC
NEW
Shares9,535
Change+9,535
Value$754.6K
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares9,455 from 9,455
Change0 (0%)
Value$748.3K (+$24.5K)
Filed 2026-11-04
Motive Wealth Advisors
UNCHANGED
Shares9,437 from 9,437
Change0 (0%)
Value$746.8K (+$24.4K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
DECREASED
Shares9,381 from 10,784
Change-1,403 (-13%)
Value$742.4K (-$83.1K)
Filed 2026-11-03
Altfest L J & Co Inc
DECREASED
Shares9,306 from 9,479
Change-173 (-2%)
Value$736.5K (+$10.8K)
Filed 2026-10-27
Facet Wealth, Inc.
DECREASED
Shares9,287 from 9,351
Change-64 (-1%)
Value$735.0K (+$19.2K)
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares9,021 from 8,982
Change+39 (+0%)
Value$713.9K (+$26.3K)
Filed 2026-10-14
Montag A & Associates Inc
INCREASED
Shares8,841 from 172
Change+8,669 (+5040%)
Value$699.7K (+$686.5K)
Filed 2026-10-29
Intrua Financial, LLC
DECREASED
Shares8,819 from 10,715
Change-1,896 (-18%)
Value$697.9K (-$122.3K)
Filed 2026-10-28
Bison Wealth, LLC
DECREASED
Shares8,676 from 8,896
Change-220 (-2%)
Value$678.0K (-$20.2K)
Filed 2026-10-13
Decker Retirement Planning Inc.
DECREASED
Shares8,668 from 9,763
Change-1,095 (-11%)
Value$686.0K (-$61.4K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
INCREASED
Shares8,602 from 6,794
Change+1,808 (+27%)
Value$680.8K (+$160.7K)
Filed 2026-10-21
Milestone Asset Management Group, LLC
UNCHANGED
Shares8,562 from 8,562
Change0 (0%)
Value$677.6K (+$22.2K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED
Shares8,558 from 8,558
Change0 (0%)
Value$677.3K (+$22.2K)
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares8,539 from 9,991
Change-1,452 (-15%)
Value$675.8K (-$89.0K)
Filed 2026-10-16
Visionary Wealth Advisors
UNCHANGED
Shares8,466 from 8,466
Change0 (0%)
Value$670.0K (+$21.9K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares8,452 from 1,453
Change+6,999 (+482%)
Value$668.9K (+$557.7K)
Filed 2026-10-29
Sutton Place Investors LLC
DECREASED
Shares8,430 from 8,473
Change-43 (-1%)
Value$667.2K (+$18.5K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
DECREASED
Shares8,429 from 8,924
Change-495 (-6%)
Value$667.1K (-$16.1K)
Filed 2026-10-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares8,284 from 8,284
Change0 (0%)
Value$655.6K (+$21.5K)
Filed 2026-10-15
Aurelius Family Office LLC
DECREASED
Shares8,260 from 8,550
Change-290 (-3%)
Value$653.7K (-$805)
Filed 2026-10-23
Spectrum Advisors, Inc.
DECREASED
Shares8,255 from 8,399
Change-144 (-2%)
Value$653.3K (+$10.4K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
DECREASED
Shares8,243 from 8,583
Change-340 (-4%)
Value$652.4K (-$4.7K)
Filed 2026-10-20
Centennial Advisors, LLC
DECREASED
Shares8,221 from 8,703
Change-482 (-6%)
Value$650.6K (-$15.6K)
Filed 2026-10-21
Diversified Management Inc
UNCHANGED
Shares8,073 from 8,073
Change0 (0%)
Value$638.9K (+$20.9K)
Filed 2026-10-08
CGN Advisors LLC
INCREASED
Shares8,067 from 7,953
Change+114 (+1%)
Value$638.4K (+$29.6K)
Filed 2026-10-21
Essex Bank
DECREASED
Shares8,052 from 8,504
Change-452 (-5%)
Value$637.2K (-$13.7K)
Filed 2026-10-16
Friday Financial
INCREASED
Shares7,888 from 7,651
Change+237 (+3%)
Value$614.3K (+$16.6K)
Filed 2026-10-09
Cherry Tree Wealth Management, LLC
DECREASED
Shares7,793 from 8,737
Change-944 (-11%)
Value$616.7K (-$52.1K)
Filed 2026-10-15
Harbour Capital Advisors, LLC
UNCHANGED
Shares7,709 from 7,709
Change0 (0%)
Value$610.1K (+$5.8K)
Filed 2026-10-13
Creative Capital Management Investments LLC
UNCHANGED
Shares7,590 from 7,590
Change0 (0%)
Value$600.7K (+$19.7K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares7,530 from 6,247
Change+1,283 (+21%)
Value$595.9K (+$117.7K)
Filed 2026-11-03
Balance Wealth Partners LLC
UNCHANGED
Shares7,515 from 7,515
Change0 (0%)
Value$594.7K (+$19.4K)
Filed 2026-10-27
Uptick Partners, LLC
INCREASED
Shares7,506 from 7,385
Change+121 (+2%)
Value$594.0K (+$28.7K)
Filed 2026-11-04
GFS Advisors, LLC
INCREASED
Shares7,482 from 7,406
Change+76 (+1%)
Value$592.0K (-$346.2K)
Filed 2026-11-03
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares7,480 from 7,480
Change0 (0%)
Value$591.9K (+$19.4K)
Filed 2026-11-06
Semus Wealth Partners LLC
INCREASED
Shares7,456 from 7,031
Change+425 (+6%)
Value$590.0K (+$51.8K)
Filed 2026-10-22
Lauterbach Financial Advisors, LLC
INCREASED
Shares7,427 from 6,987
Change+440 (+6%)
Value$587.8K (+$52.9K)
Filed 2026-10-21
Cassilly Financial Group LLC
DECREASED
Shares7,361 from 7,363
Change-2 (0%)
Value$582.6K (+$18.9K)
Filed 2026-10-07
Wedmont Private Capital
INCREASED
Shares7,290 from 4,036
Change+3,254 (+81%)
Value$568.4K (+$252.0K)
Filed 2026-10-09
Beacon Financial Group
INCREASED
Shares7,279 from 7,276
Change+3 (+0%)
Value$576.1K (+$19.1K)
Filed 2026-10-19
Novem Group
INCREASED
Shares7,273 from 6,473
Change+800 (+12%)
Value$575.6K (+$80.1K)
Filed 2026-10-19
Security Financial Services, Inc.
DECREASED
Shares7,249 from 7,715
Change-466 (-6%)
Value$573.7K (-$16.9K)
Filed 2026-10-29
Aerodigm Wealth, LLC
INCREASED
Shares7,177 from 6,543
Change+634 (+10%)
Value$568.0K (+$67.1K)
Filed 2026-10-16
SBK Financial, Inc.
UNCHANGED
Shares7,165 from 7,165
Change0 (0%)
Value$567.1K (+$18.6K)
Filed 2026-11-02
Heck Capital Advisors, LLC
NEW
Shares7,086
Change+7,086
Value$560.8K
Filed 2026-10-14
SwitchPoint Financial Planning, LLC
INCREASED
Shares7,061 from 6,415
Change+646 (+10%)
Value$558.8K (+$67.7K)
Filed 2026-11-02
Michels Family Financial, LLC
DECREASED
Shares6,986 from 7,065
Change-79 (-1%)
Value$552.8K (+$12.0K)
Filed 2026-11-02
Avantra Family Wealth, Inc.
DECREASED
Shares6,929 from 7,081
Change-152 (-2%)
Value$548.4K (+$6.3K)
Filed 2026-10-20
Kestra Investment Management, LLC
DECREASED
Shares6,920 from 9,291
Change-2,371 (-26%)
Value$547.7K (-$163.6K)
Filed 2026-11-04
LifeSteps Financial, Inc.
INCREASED
Shares6,872 from 832
Change+6,040 (+726%)
Value$543.8K (+$480.1K)
Filed 2026-10-15
MSH Capital Advisors LLC
DECREASED
Shares6,845 from 7,044
Change-199 (-3%)
Value$541.7K (+$2.5K)
Filed 2026-11-03
Montis Financial, LLC
DECREASED
Shares6,836 from 7,036
Change-200 (-3%)
Value$541.0K (+$2.4K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares6,804 from 5,186
Change+1,618 (+31%)
Value$538.5K (+$141.5K)
Filed 2026-10-08
Trust Co of Vermont
UNCHANGED
Shares6,701 from 6,701
Change0 (0%)
Value$530.3K (+$17.4K)
Filed 2026-10-21
Lifelong Wealth Advisors, Inc.
DECREASED
Shares6,690 from 9,269
Change-2,579 (-28%)
Value$529.4K (-$180.1K)
Filed 2026-10-19
Aegis Wealth Management, Inc.
INCREASED
Shares6,676 from 5,790
Change+886 (+15%)
Value$528.3K (+$85.1K)
Filed 2026-10-26
Well Done, LLC
INCREASED
Shares6,629 from 6,605
Change+24 (+0%)
Value$524.6K (+$19.0K)
Filed 2026-10-20
Midwest Heritage Bank, FSB
UNCHANGED
Shares6,602 from 6,602
Change0 (0%)
Value$522.5K (+$17.1K)
Filed 2026-10-26
Partners Wealth Management, LLC
NEW
Shares6,407
Change+6,407
Value$507.1K
Filed 2026-10-28
Fisher Asset Management, LLC
DECREASED
Shares6,377 from 10,656
Change-4,279 (-40%)
Value$504.7K (-$311.0K)
Filed 2026-11-06
Legacy Wealth Partners, LLC
DECREASED
Shares6,376 from 7,131
Change-755 (-11%)
Value$504.6K (-$41.3K)
Filed 2026-10-15
Integrated Advisors Network LLC
NEW
Shares6,374
Change+6,374
Value$504.5K
Filed 2026-10-20
Trust Point Inc.
UNCHANGED
Shares6,369 from 6,369
Change0 (0%)
Value$504.0K (+$16.5K)
Filed 2026-10-27
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares6,337 from 6,337
Change0 (0%)
Value$501.5K (+$16.4K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED
Shares6,332 from 9,860
Change-3,528 (-36%)
Value$501.1K (-$253.7K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
UNCHANGED
Shares6,331 from 6,331
Change0 (0%)
Value$501.1K (+$16.4K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$498.6K (+$16.3K)
Filed 2026-10-05
Squire Investment Management Company, LLC
UNCHANGED
Shares6,222 from 6,222
Change0 (0%)
Value$492.4K (+$16.1K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
DECREASED
Shares6,214 from 8,320
Change-2,106 (-25%)
Value$491.8K (-$145.1K)
Filed 2026-10-27
Pines Wealth Management, LLC
INCREASED
Shares6,205 from 6,099
Change+106 (+2%)
Value$491.1K (+$24.2K)
Filed 2026-10-21
Wright Wealth LLC
DECREASED
Shares6,154 from 6,365
Change-211 (-3%)
Value$487.0K (-$226)
Filed 2026-10-29
True Private Wealth Advisors
DECREASED
Shares6,127 from 6,244
Change-117 (-2%)
Value$485.0K (+$7.0K)
Filed 2026-10-19
Quarry Hill Advisors, LLC
UNCHANGED
Shares6,120 from 6,120
Change0 (0%)
Value$484.3K (+$15.9K)
Filed 2026-11-04
Basso Capital Management, L.P.
UNCHANGED
Shares6,067 from 6,067
Change0 (0%)
Value$480.1K (+$15.7K)
Filed 2026-10-30
Tanglewood Wealth Management, Inc.
UNCHANGED
Shares5,972 from 5,972
Change0 (0%)
Value$472.6K (+$15.5K)
Filed 2026-10-23
A4 Wealth Advisors LLC
DECREASED
Shares5,948 from 6,564
Change-616 (-9%)
Value$470.7K (-$31.7K)
Filed 2026-10-20
Hilltop National Bank
UNCHANGED
Shares5,876 from 5,876
Change0 (0%)
Value$465.0K (+$15.2K)
Filed 2026-10-14
Fifth Third Securities, Inc.
NEW
Shares5,875
Change+5,875
Value$465.0K
Filed 2026-10-21
Center for Financial Planning, Inc.
UNCHANGED
Shares5,861 from 5,861
Change0 (0%)
Value$463.8K (+$15.2K)
Filed 2026-10-26
BAM Wealth Management, LLC
INCREASED
Shares5,798 from 5,267
Change+531 (+10%)
Value$458.9K (+$55.7K)
Filed 2026-10-15
Capstone Wealth Management, LLC
UNCHANGED
Shares5,769 from 5,769
Change0 (0%)
Value$456.6K (+$14.9K)
Filed 2026-11-02
Hippocratic Financial Advisors, LLC
UNCHANGED
Shares5,755 from 5,755
Change0 (0%)
Value$455.5K (+$14.9K)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares5,752 from 5,746
Change+6 (+0%)
Value$455.2K (+$15.4K)
Filed 2026-10-28
Conning Inc.
UNCHANGED
Shares5,670 from 5,670
Change0 (0%)
Value$448.7K (+$14.7K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
UNCHANGED
Shares5,622 from 5,622
Change0 (0%)
Value$444.9K (+$14.6K)
Filed 2026-10-21
Cap Partners, LLC
DECREASED
Shares5,577 from 5,579
Change-2 (0%)
Value$441.4K (+$14.3K)
Filed 2026-10-19
Meridian Wealth Management, LLC
DECREASED
Shares5,515 from 5,842
Change-327 (-6%)
Value$436.5K (-$10.7K)
Filed 2026-11-05
Intelligence Driven Advisers, LLC
UNCHANGED
Shares5,414 from 5,414
Change0 (0%)
Value$428.5K (+$14.0K)
Filed 2026-10-09
Carmel Capital Partners, LLC
NEW
Shares5,384
Change+5,384
Value$426.1K
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares5,381 from 5,157
Change+224 (+4%)
Value$425.9K (+$31.1K)
Filed 2026-10-14
Alpine Bank Wealth Management
UNCHANGED
Shares5,258 from 5,258
Change0 (0%)
Value$416.1K (+$13.6K)
Filed 2026-10-16
World Equity Group, Inc.
DECREASED
Shares5,257 from 9,658
Change-4,401 (-46%)
Value$416.1K (-$323.2K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
DECREASED
Shares5,250 from 5,572
Change-322 (-6%)
Value$415.4K (-$11.1K)
Filed 2026-11-04
International Assets Investment Management, LLC
INCREASED
Shares5,240 from 4,141
Change+1,099 (+27%)
Value$408.1K (+$91.7K)
Filed 2026-11-02
Sage Mountain Advisors LLC
UNCHANGED
Shares5,199 from 5,199
Change0 (0%)
Value$411.4K (+$13.5K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED
Shares5,182 from 4,718
Change+464 (+10%)
Value$410.1K (+$48.9K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
INCREASED
Shares5,156 from 5,132
Change+24 (+0%)
Value$408.0K (+$15.2K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares5,109 from 4,108
Change+1,001 (+24%)
Value$404.3K (+$89.9K)
Filed 2026-10-13
Global View Capital Management LLC
INCREASED
Shares5,104 from 4,178
Change+926 (+22%)
Value$403.9K (+$84.1K)
Filed 2026-10-28
Town Capital LLC
DECREASED
Shares5,103 from 5,612
Change-509 (-9%)
Value$403.9K (-$25.7K)
Filed 2026-11-03
Reap Financial Group, LLC
DECREASED
Shares5,083 from 5,440
Change-357 (-7%)
Value$402.3K (-$14.2K)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED
Shares5,082 from 3,547
Change+1,535 (+43%)
Value$402.2K (+$130.6K)
Filed 2026-10-29
SeaCrest Wealth Management, LLC
INCREASED
Shares5,050 from 4,995
Change+55 (+1%)
Value$399.7K (+$17.3K)
Filed 2026-10-21
James J. Burns & Company, LLC
UNCHANGED
Shares5,049 from 5,049
Change0 (0%)
Value$399.6K (+$13.1K)
Filed 2026-10-22
Elevation Wealth Management LLC
DECREASED
Shares4,968 from 5,069
Change-101 (-2%)
Value$393.1K (+$5.1K)
Filed 2026-11-02
First Citizens Asset Management, Inc.
DECREASED
Shares4,959 from 5,011
Change-52 (-1%)
Value$392.5K (+$8.9K)
Filed 2026-11-06
Hobbs Wealth Management, LLC
DECREASED
Shares4,914 from 5,253
Change-339 (-6%)
Value$388.9K (-$13.2K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
DECREASED
Shares4,870 from 4,887
Change-17 (0%)
Value$385.4K (+$11.3K)
Filed 2026-10-01
Calamos Wealth Management LLC
INCREASED
Shares4,868 from 4,782
Change+86 (+2%)
Value$385.3K (+$19.2K)
Filed 2026-11-02
Index Fund Advisors, Inc.
DECREASED
Shares4,844 from 4,948
Change-104 (-2%)
Value$383.4K (+$4.6K)
Filed 2026-11-05
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares4,784 from 4,291
Change+493 (+11%)
Value$378.6K (+$50.1K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
UNCHANGED
Shares4,764 from 4,764
Change0 (0%)
Value$377.0K (+$12.3K)
Filed 2026-10-07
Marino, Stram & Associates LLC
DECREASED
Shares4,664 from 5,191
Change-527 (-10%)
Value$369.1K (-$28.3K)
Filed 2026-10-22
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares4,662 from 4,595
Change+67 (+1%)
Value$369.0K (+$17.2K)
Filed 2026-10-16
Flagstar Securities, Inc
DECREASED
Shares4,656 from 4,728
Change-72 (-2%)
Value$368.4K (+$6.5K)
Filed 2026-10-15
Stirlingshire Investments, Inc.
DECREASED
Shares4,655 from 5,236
Change-581 (-11%)
Value$368.4K (-$32.4K)
Filed 2026-11-05
Shotwell Rutter Baer Inc
DECREASED
Shares4,608 from 4,805
Change-197 (-4%)
Value$364.7K (-$3.1K)
Filed 2026-10-14
Kelly Financial Group LLC
INCREASED
Shares4,597 from 4,593
Change+4 (+0%)
Value$363.8K (+$12.2K)
Filed 2026-10-16
Culbertson A N & Co Inc
UNCHANGED
Shares4,595 from 4,595
Change0 (0%)
Value$363.6K (+$11.9K)
Filed 2026-10-21
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares4,593 from 4,593
Change0 (0%)
Value$363.5K (+$11.9K)
Filed 2026-10-09
Cambridge Financial Group, LLC
UNCHANGED
Shares4,589 from 4,589
Change0 (0%)
Value$351.3K ($0)
Filed 2026-10-06
Palisade Asset Management, LLC
DECREASED
Shares4,578 from 7,482
Change-2,904 (-39%)
Value$362.3K (-$210.4K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares4,549 from 2,912
Change+1,637 (+56%)
Value$360.0K (+$137.0K)
Filed 2026-10-28
Lantern Wealth Advisors, LLC
DECREASED
Shares4,528 from 5,971
Change-1,443 (-24%)
Value$358.4K (-$98.7K)
Filed 2026-10-22
Rasp Wealth Solutions, LLC
INCREASED
Shares4,512 from 4,043
Change+469 (+12%)
Value$357.1K (+$47.6K)
Filed 2026-11-06
Advisor OS, LLC
DECREASED
Shares4,478 from 6,819
Change-2,341 (-34%)
Value$354.4K (-$167.5K)
Filed 2026-11-03
Able Financial Group, LLC
NEW
Shares4,448
Change+4,448
Value$352.0K
Filed 2026-10-14
Washington Trust Bank
INCREASED
Shares4,412 from 2,854
Change+1,558 (+55%)
Value$349.2K (+$130.7K)
Filed 2026-11-03
Glenview Trust Co
DECREASED
Shares4,392 from 4,647
Change-255 (-5%)
Value$347.6K (-$8.1K)
Filed 2026-10-28
Canandaigua National Bank & Trust Co
UNCHANGED
Shares4,338 from 4,338
Change0 (0%)
Value$343.3K (+$11.2K)
Filed 2026-10-07
Dala Group, LLC
UNCHANGED
Shares4,280 from 4,280
Change0 (0%)
Value$338.7K (+$11.1K)
Filed 2026-10-29
Arlington Trust Co LLC
UNCHANGED
Shares4,258 from 4,258
Change0 (0%)
Value$337.0K (+$11.0K)
Filed 2026-10-20
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares4,240 from 4,240
Change0 (0%)
Value$335.6K (+$11.0K)
Filed 2026-10-09
Focused Alpha, LLC
INCREASED
Shares4,206 from 4,056
Change+150 (+4%)
Value$332.9K (+$22.4K)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares4,195 from 3,978
Change+217 (+5%)
Value$332.0K (+$27.5K)
Filed 2026-10-07
Busey Bank
UNCHANGED
Shares4,183 from 4,183
Change0 (0%)
Value$331.0K (+$10.8K)
Filed 2026-10-26
Milestone Investment Advisors LLC
DECREASED
Shares4,124 from 4,247
Change-123 (-3%)
Value$326.4K (+$1.3K)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares4,105 from 4,939
Change-834 (-17%)
Value$324.9K (-$53.2K)
Filed 2026-11-05
Monument Capital Management
DECREASED
Shares4,101 from 4,415
Change-314 (-7%)
Value$324.6K (-$13.4K)
Filed 2026-10-09
Prosperity Planning, Inc.
DECREASED
Shares4,083 from 4,173
Change-90 (-2%)
Value$323.1K (+$3.7K)
Filed 2026-10-09
Gainline Financial Partners, LLC
UNCHANGED
Shares4,081 from 4,081
Change0 (0%)
Value$323.0K (+$10.6K)
Filed 2026-10-15
Legacy Edge Advisors, LLC
INCREASED
Shares4,044 from 3,922
Change+122 (+3%)
Value$320.0K (+$19.8K)
Filed 2026-11-06
Liberty Atlantic Advisors LLC
DECREASED
Shares4,007 from 4,286
Change-279 (-7%)
Value$317.1K (-$11.0K)
Filed 2026-10-14
LongView Wealth Management
DECREASED
Shares3,971 from 4,389
Change-418 (-10%)
Value$314.3K (-$21.7K)
Filed 2026-10-19
Versant Capital Management, Inc
UNCHANGED
Shares3,905 from 3,905
Change0 (0%)
Value$309.0K (+$10.1K)
Filed 2026-10-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares3,852 from 3,602
Change+250 (+7%)
Value$304.8K (+$29.1K)
Filed 2026-10-29
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares3,828 from 4,072
Change-244 (-6%)
Value$302.9K (-$8.8K)
Filed 2026-10-19
Valmark Advisers, Inc.
INCREASED
Shares3,822 from 3,565
Change+257 (+7%)
Value$302.4K (+$29.6K)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares3,812 from 5,605
Change-1,793 (-32%)
Value$301.7K (-$127.4K)
Filed 2026-11-05
Merkkuri Wealth Advisors LLC
DECREASED
Shares3,804 from 4,270
Change-466 (-11%)
Value$301.1K (-$25.8K)
Filed 2026-11-03
Bedminster, LLC
DECREASED
Shares3,801 from 5,009
Change-1,208 (-24%)
Value$300.8K (-$82.6K)
Filed 2026-11-04
Blue Capital, Inc.
DECREASED
Shares3,787 from 3,822
Change-35 (-1%)
Value$299.7K (+$7.2K)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares3,783 from 3,747
Change+36 (+1%)
Value$299.4K (+$12.6K)
Filed 2026-10-20
Adirondack Capital Advisors, LLC
DECREASED
Shares3,778 from 3,816
Change-38 (-1%)
Value$299.0K (+$6.9K)
Filed 2026-10-09
Spinnaker Investment Group, LLC
DECREASED
Shares3,774 from 3,955
Change-181 (-5%)
Value$298.7K (-$4.1K)
Filed 2026-10-13
Obermeyer Wealth Partners
UNCHANGED
Shares3,761 from 3,761
Change0 (0%)
Value$297.6K (+$9.7K)
Filed 2026-10-21
Winthrop Advisory Group LLC
DECREASED
Shares3,760 from 4,160
Change-400 (-10%)
Value$297.6K (-$20.8K)
Filed 2026-10-22
Lockerman Financial Group, Inc.
INCREASED
Shares3,756 from 3,381
Change+375 (+11%)
Value$297.3K (+$38.4K)
Filed 2026-10-19
Davidson Trust Co
UNCHANGED
Shares3,703 from 3,703
Change0 (0%)
Value$293.1K (+$9.6K)
Filed 2026-10-09
Synergy Asset Management, LLC
INCREASED
Shares3,653 from 2,902
Change+751 (+26%)
Value$289.1K (+$67.0K)
Filed 2026-11-05
SmartHarvest Portfolios, LLC
INCREASED
Shares3,645 from 3,607
Change+38 (+1%)
Value$288.5K (+$12.3K)
Filed 2026-10-26
Pacific Asset Management, LLC
UNCHANGED
Shares3,638 from 3,638
Change0 (0%)
Value$287.9K (+$9.4K)
Filed 2026-10-15
Clark Asset Management, LLC
INCREASED
Shares3,631 from 2,901
Change+730 (+25%)
Value$287.3K (+$65.3K)
Filed 2026-10-19
MKT Advisors LLC
UNCHANGED
Shares3,605 from 3,605
Change0 (0%)
Value$281.1K (-$541)
Filed 2026-10-20
Nixon Peabody Trust Co
DECREASED
Shares3,575 from 3,618
Change-43 (-1%)
Value$282.9K (+$6.0K)
Filed 2026-10-23
Radnor Capital Management, LLC
UNCHANGED
Shares3,561 from 3,561
Change0 (0%)
Value$281.8K (+$9.2K)
Filed 2026-10-23
Atlatl Advisers LLC
DECREASED
Shares3,560 from 4,632
Change-1,072 (-23%)
Value$281.7K (-$72.8K)
Filed 2026-10-22
Trilogy Capital Inc.
DECREASED
Shares3,551 from 3,631
Change-80 (-2%)
Value$281.0K (+$3.1K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares3,483 from 10,975
Change-7,492 (-68%)
Value$271.6K (-$568.5K)
Filed 2026-10-09
Simon Quick Advisors, LLC
UNCHANGED
Shares3,454 from 3,454
Change0 (0%)
Value$273.4K (+$8.9K)
Filed 2026-10-26
Huntleigh Advisors, Inc.
UNCHANGED
Shares3,440 from 3,440
Change0 (0%)
Value$272.2K (+$8.9K)
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares3,408 from 3,064
Change+344 (+11%)
Value$269.7K (+$35.1K)
Filed 2026-10-22
Gordian Advisors LLC
INCREASED
Shares3,407 from 3,032
Change+375 (+12%)
Value$269.7K (+$37.5K)
Filed 2026-10-30
Journey Advisory Group, LLC
INCREASED
Shares3,358 from 2,617
Change+741 (+28%)
Value$265.8K (+$65.4K)
Filed 2026-11-04
Foundry Financial Group, Inc.
DECREASED
Shares3,317 from 6,756
Change-3,439 (-51%)
Value$262.5K (-$254.7K)
Filed 2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares3,309 from 3,309
Change0 (0%)
Value$262.3K (-$529)
Filed 2026-10-21
Atlas Private Wealth Advisors
UNCHANGED
Shares3,287 from 3,287
Change0 (0%)
Value$260.1K (+$8.5K)
Filed 2026-10-23
American National Bank & Trust
UNCHANGED
Shares3,262 from 3,262
Change0 (0%)
Value$258.2K (+$8.4K)
Filed 2026-10-07
City Holding Co
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$258.0K (+$8.4K)
Filed 2026-10-19
Commonwealth Financial Services, LLC
DECREASED
Shares3,257 from 3,295
Change-38 (-1%)
Value$257.7K (+$5.5K)
Filed 2026-10-20
Instrumental Wealth, LLC
INCREASED
Shares3,244 from 3,172
Change+72 (+2%)
Value$256.8K (+$13.9K)
Filed 2026-10-20
Networth Advisors, LLC
DECREASED
Shares3,237 from 3,748
Change-511 (-14%)
Value$256.2K (-$30.8K)
Filed 2026-11-03
Oarsman Capital, Inc.
INCREASED
Shares3,214 from 3,168
Change+46 (+1%)
Value$254.4K (+$11.8K)
Filed 2026-11-05
LVW Advisors, LLC
DECREASED
Shares3,198 from 4,048
Change-850 (-21%)
Value$253.1K (-$56.8K)
Filed 2026-10-19
Fidelity D & D Bancorp Inc
DECREASED
Shares3,176 from 4,581
Change-1,405 (-31%)
Value$251.3K (-$99.3K)
Filed 2026-11-05
Arwa LLC
UNCHANGED
Shares3,157 from 3,157
Change0 (0%)
Value$248.9K (+$695)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares3,155
Change+3,155
Value$249.7K
Filed 2026-10-21
Madson Wealth Advisors Inc
DECREASED
Shares3,117 from 6,427
Change-3,310 (-51%)
Value$246.7K (-$245.4K)
Filed 2026-10-13
Entrewealth, LLC
UNCHANGED
Shares3,097 from 3,097
Change0 (0%)
Value$245.1K (-$7.7K)
Filed 2026-10-14
Symphony Financial, Ltd. Co.
INCREASED
Shares3,064 from 3,027
Change+37 (+1%)
Value$244.0K (+$12.3K)
Filed 2026-10-22
Strategy Asset Managers LLC
DECREASED
Shares3,047 from 3,420
Change-373 (-11%)
Value$241.1K (-$20.7K)
Filed 2026-10-14
Avestar Capital, LLC
INCREASED
Shares3,043 from 3,002
Change+41 (+1%)
Value$240.8K (+$11.0K)
Filed 2026-10-28
Optimist Retirement Group LLC
UNCHANGED
Shares3,028 from 3,028
Change0 (0%)
Value$239.6K (+$7.8K)
Filed 2026-10-30
Frontier Asset Management, LLC
DECREASED
Shares3,016 from 3,101
Change-85 (-3%)
Value$238.7K (+$1.3K)
Filed 2026-10-28
Integral Investment Advisors, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$237.4K (+$7.8K)
Filed 2026-11-03
Eclectic Associates Inc
UNCHANGED
Shares2,992 from 2,992
Change0 (0%)
Value$236.8K (+$7.7K)
Filed 2026-10-09
Bahl & Gaynor LLC
UNCHANGED
Shares2,977 from 2,977
Change0 (0%)
Value$235.6K (+$7.7K)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
DECREASED
Shares2,962 from 3,023
Change-61 (-2%)
Value$234.4K (+$3.0K)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares2,937 from 3,104
Change-167 (-5%)
Value$232.4K (-$5.2K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
NEW
Shares2,908
Change+2,908
Value$230.2K
Filed 2026-10-13
Shearwater Capital LLC
UNCHANGED
Shares2,898 from 2,898
Change0 (0%)
Value$229.3K (+$7.5K)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares2,869 from 2,890
Change-21 (-1%)
Value$225.0K (+$3.8K)
Filed 2026-10-15
Klein Pavlis & Peasley Financial, Inc.
NEW
Shares2,857
Change+2,857
Value$226.1K
Filed 2026-10-13
Piedmont Capital Management, LLC
UNCHANGED
Shares2,853 from 2,853
Change0 (0%)
Value$225.8K (+$7.4K)
Filed 2026-10-21
Summit Global Investments
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$226 (-$217.8K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
INCREASED
Shares2,843 from 2,741
Change+102 (+4%)
Value$225.0K (+$15.2K)
Filed 2026-10-29
Grey Fox Wealth Advisors, LLC
NEW
Shares2,833
Change+2,833
Value$224.2K
Filed 2026-11-03
Pinnacle Associates LTD
NEW
Shares2,826
Change+2,826
Value$223.6K
Filed 2026-10-20
OAK Family Advisors, LLC
UNCHANGED
Shares2,820 from 2,820
Change0 (0%)
Value$223.2K (+$7.3K)
Filed 2026-10-19
Sapient Capital LLC
UNCHANGED
Shares2,808 from 2,808
Change0 (0%)
Value$222.2K (+$7.3K)
Filed 2026-10-08
Cannon Financial Strategists, Inc.
INCREASED
Shares2,770 from 2,734
Change+36 (+1%)
Value$219.2K (+$9.9K)
Filed 2026-10-19
Richmond Investment Services, LLC
NEW
Shares2,765
Change+2,765
Value$218.8K
Filed 2026-10-29
Hobart Private Capital, LLC
NEW
Shares2,764
Change+2,764
Value$218.7K
Filed 2026-10-19
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares2,760 from 2,930
Change-170 (-6%)
Value$218.4K (-$5.9K)
Filed 2026-10-15
Ballentine Capital Advisors, Inc
UNCHANGED
Shares2,754 from 2,754
Change0 (0%)
Value$218.0K (+$7.1K)
Filed 2026-10-14
Kuhn & Co Investment Counsel
NEW
Shares2,731
Change+2,731
Value$216.1K
Filed 2026-10-29
Diversified Trust Co
DECREASED
Shares2,713 from 4,158
Change-1,445 (-35%)
Value$214.7K (-$103.7K)
Filed 2026-11-06
Total Clarity Wealth Management, Inc.
NEW
Shares2,691
Change+2,691
Value$213.0K
Filed 2026-10-26
Great Lakes Advisors, LLC
UNCHANGED
Shares2,679 from 2,679
Change0 (0%)
Value$212.0K (+$6.9K)
Filed 2026-11-06
Fulton Bank, N.A.
UNCHANGED
Shares2,677 from 2,677
Change0 (0%)
Value$211.9K (+$6.9K)
Filed 2026-10-14
Dynamic Financial Group
DECREASED
Shares2,676 from 2,726
Change-50 (-2%)
Value$211.8K (+$3.1K)
Filed 2026-10-28
Bayban
UNCHANGED
Shares2,639 from 2,639
Change0 (0%)
Value$202.0K ($0)
Filed 2026-11-05
Courage Miller Partners, LLC
NEW
Shares2,600
Change+2,600
Value$205.8K
Filed 2026-10-21
JGP Wealth Management, LLC
DECREASED
Shares2,597 from 2,677
Change-80 (-3%)
Value$205.5K (+$603)
Filed 2026-10-13
BCS Wealth Management
NEW
Shares2,596
Change+2,596
Value$205.4K
Filed 2026-11-03
Lutz Financial Services LLC
NEW
Shares2,591
Change+2,591
Value$205.1K
Filed 2026-11-06
Canandaigua National Trust Co of Florida
NEW
Shares2,585
Change+2,585
Value$204.6K
Filed 2026-10-07
Center For Asset Management LLC
NEW
Shares2,582
Change+2,582
Value$204.3K
Filed 2026-10-16
Retirement Solution LLC
NEW
Shares2,560
Change+2,560
Value$202.6K
Filed 2026-10-27
Private Client Services, LLC
NEW
Shares2,545
Change+2,545
Value$201.4K
Filed 2026-10-02
Procyon Advisors, LLC
NEW
Shares2,539
Change+2,539
Value$200.9K
Filed 2026-10-21
Rosenberg Matthew Hamilton
DECREASED
Shares2,535 from 2,585
Change-50 (-2%)
Value$200.6K (+$2.7K)
Filed 2026-10-05
Equitable Trust Co
NEW
Shares2,528
Change+2,528
Value$200.1K
Filed 2026-10-13
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares2,495 from 2,495
Change0 (0%)
Value$197.3K (+$6.3K)
Filed 2026-10-29
Balentine LLC
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$194.8K (+$6.4K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares2,421 from 2,443
Change-22 (-1%)
Value$191.6K (+$4.6K)
Filed 2026-11-04
Zions Bancorporation, National Association
UNCHANGED
Shares2,362 from 2,362
Change0 (0%)
Value$186.9K (+$6.1K)
Filed 2026-11-06
UMB Private Wealth Management, LLC
NEW
Shares2,349
Change+2,349
Value$185.9K
Filed 2026-10-19
S.A. Mason LLC
UNCHANGED
Shares2,291 from 2,291
Change0 (0%)
Value$181.3K (+$5.9K)
Filed 2026-10-13
Triumph Capital Management
DECREASED
Shares2,283 from 2,300
Change-17 (-1%)
Value$180.7K (+$4.6K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
DECREASED
Shares2,212 from 2,245
Change-33 (-1%)
Value$175.1K (+$3.2K)
Filed 2026-10-22
Buck Wealth Strategies, LLC
INCREASED
Shares2,186 from 491
Change+1,695 (+345%)
Value$173.0K (+$135.4K)
Filed 2026-10-28
Team Financial Group, LLC
NEW
Shares2,113
Change+2,113
Value$167.2K
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$155.7K (+$5.1K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,918 from 1,918
Change0 (0%)
Value$151.8K (+$5.0K)
Filed 2026-10-29
Angeles Wealth Management, LLC
INCREASED
Shares1,910 from 150
Change+1,760 (+1173%)
Value$151.2K (+$139.7K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$147.6K (+$4.8K)
Filed 2026-10-23
Clark Wealth Partners
DECREASED
Shares1,855 from 1,892
Change-37 (-2%)
Value$146.8K (+$2.0K)
Filed 2026-10-19
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,838 from 1,838
Change0 (0%)
Value$145.5K (+$4.8K)
Filed 2026-10-09
Jnba Financial Advisors
INCREASED
Shares1,792 from 550
Change+1,242 (+226%)
Value$141.8K (+$99.7K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares1,720
Change+1,720
Value$136.1K
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,610 from 1,610
Change0 (0%)
Value$127.4K (+$4.2K)
Filed 2026-10-09
Tompkins Financial Corp
INCREASED
Shares1,467 from 645
Change+822 (+127%)
Value$116.1K (+$66.7K)
Filed 2026-10-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$111.3K (+$3.6K)
Filed 2026-10-22
Oakworth Capital, Inc.
UNCHANGED
Shares1,391 from 1,391
Change0 (0%)
Value$110.1K (+$3.8K)
Filed 2026-10-26
Bfsg, LLC
UNCHANGED
Shares1,388 from 1,388
Change0 (0%)
Value$109.9K (+$3.6K)
Filed 2026-10-30
Navigoe, LLC
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$106.0K (+$3.0K)
Filed 2026-11-04
High Note Wealth, LLC
INCREASED
Shares1,330 from 1,302
Change+28 (+2%)
Value$105.3K (+$5.6K)
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares1,326 from 1,196
Change+130 (+11%)
Value$105.0K (+$13.4K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
INCREASED
Shares1,229 from 872
Change+357 (+41%)
Value$97.3K (+$30.5K)
Filed 2026-10-28
NBT Bank, N.A.
DECREASED
Shares1,209 from 1,224
Change-15 (-1%)
Value$95.7K (+$2.0K)
Filed 2026-10-21
Hoey Investments, Inc
DECREASED
Shares1,173 from 1,203
Change-30 (-2%)
Value$92.8K (+$742)
Filed 2026-10-29
Harbor Investment Advisory, LLC
DECREASED
Shares1,060 from 1,068
Change-8 (-1%)
Value$83.9K (+$2.1K)
Filed 2026-10-13
City State Bank
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$83.9K (+$2.7K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
INCREASED
Shares1,048 from 1,040
Change+8 (+1%)
Value$82.9K (+$3.3K)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$81.7K (+$2.7K)
Filed 2026-10-21
10Elms LLP
NEW
Shares1,000
Change+1,000
Value$79.1K
Filed 2026-11-06
Owl Creek Wealth Partners LLC
NEW
Shares1,000
Change+1,000
Value$79.1K
Filed 2026-10-20
Ares Financial Consulting, LLC
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$76.5K (+$2.5K)
Filed 2026-10-19
Financial Consulate, Inc
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$71.6K (+$2.3K)
Filed 2026-10-23
Bangor Savings Bank
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$70.5K (+$2.3K)
Filed 2026-10-06
Community Financial Services Group, LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$68.1K (+$1.3K)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares871 from 878
Change-7 (-1%)
Value$69.0K (+$1.7K)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares851 from 875
Change-24 (-3%)
Value$67.3K (-$3.3K)
Filed 2026-10-30
Powell Investment Advisors, LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$65.7K (+$2.1K)
Filed 2026-10-22
Morling Financial Advisors, LLC
NEW
Shares825
Change+825
Value$65.3K
Filed 2026-10-28
Advocate Investing Services LLC
INCREASED
Shares769 from 733
Change+36 (+5%)
Value$60.9K (+$4.7K)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$55.4K (+$1.8K)
Filed 2026-10-16
Dorato Capital Management
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$54.0K (-$235)
Filed 2026-10-08
Rydar Equities, Inc.
NEW
Shares675
Change+675
Value$52.7K
Filed 2026-10-13
First Community Trust NA
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$52.2K (+$1.7K)
Filed 2026-10-07
Abound Wealth Management
INCREASED
Shares653 from 472
Change+181 (+38%)
Value$51.7K (+$15.5K)
Filed 2026-10-26
Hurley Capital, LLC
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$51.6K (+$1.7K)
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$50.8K (+$1.7K)
Filed 2026-10-19
Signature Resources Capital Management, LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$49.8K (+$1.6K)
Filed 2026-10-16
Rossmore Private Capital
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$48.8K (+$1.6K)
Filed 2026-10-27
Collier Financial
DECREASED
Shares589 from 599
Change-10 (-2%)
Value$46.6K (+$761)
Filed 2026-11-06
Yankcom Partnership
NEW
Shares585
Change+585
Value$46.3K
Filed 2026-10-15
Caldwell Trust Co
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$45.0K (+$1.5K)
Filed 2026-10-30
Phillips Financial Management, LLC
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$44.5K (+$1.5K)
Filed 2026-10-19
Coastline Trust Co
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$42.7K (+$1.4K)
Filed 2026-10-01
First Bancorp, Inc
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$42.7K (+$1.4K)
Filed 2026-10-26
Breakwater Investment Management
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$41.8K (+$1.4K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares524 from 3,232
Change-2,708 (-84%)
Value$41.5K (-$206.1K)
Filed 2026-10-14
First Command Advisory Services, Inc.
INCREASED
Shares524 from 62
Change+462 (+745%)
Value$41.5K (+$36.7K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
DECREASED
Shares506 from 534
Change-28 (-5%)
Value$40.0K (-$833)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
DECREASED
Shares484 from 808
Change-324 (-40%)
Value$38.3K (-$23.6K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$37.9K (+$1.2K)
Filed 2026-10-15
Essential Partners LLC
NEW
Shares452
Change+452
Value$35.8K
Filed 2026-10-14
Barclays PLC
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$35.2K (+$1.2K)
Filed 2026-11-06
Richardson Capital Management LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$34.2K (+$1.1K)
Filed 2026-10-23
Elyxium Wealth, LLC
NEW
Shares419
Change+419
Value$33.1K
Filed 2026-10-27
Atwood & Palmer Inc
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$32.5K (+$1.1K)
Filed 2026-10-08
Legacy Bridge, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$31.7K (+$1.0K)
Filed 2026-10-28
Eastern Bank
INCREASED
Shares399 from 195
Change+204 (+105%)
Value$31.6K (+$16.7K)
Filed 2026-10-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$28.7K (+$940)
Filed 2026-10-16
SYM Financial Corp
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$28.6K (+$938)
Filed 2026-10-26
IAG Wealth Partners, LLC
INCREASED
Shares353 from 136
Change+217 (+160%)
Value$27.9K (+$17.5K)
Filed 2026-11-06
NBH Bank
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$26.3K (+$859)
Filed 2026-11-05
Toth Financial Advisory Corp
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$24.2K (+$792)
Filed 2026-10-08
Harbor Asset Planning, Inc.
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$24.0K (+$786)
Filed 2026-10-23
Nemes Rush Group LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$24.0K (+$784)
Filed 2026-11-04
Union Savings Bank
NEW
Shares300
Change+300
Value$23.7K
Filed 2026-10-14
NorthAvenue LLC
DECREASED
Shares300 from 561
Change-261 (-47%)
Value$23.7K (-$19.2K)
Filed 2026-10-29
Fairman Group, LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$23.5K (+$769)
Filed 2026-10-26
EPG Wealth Management LLC
INCREASED
Shares287 from 245
Change+42 (+17%)
Value$22.7K (+$4.0K)
Filed 2026-11-03
CGC Financial Services, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$22.2K (+$725)
Filed 2026-10-13
Valley National Advisers Inc
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$21.1K (+$692)
Filed 2026-10-23
Avion Wealth
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$19 ($0)
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$20.0K (+$655)
Filed 2026-10-02
Cullen T Bankers, Inc.
INCREASED
Shares218 from 216
Change+2 (+1%)
Value$17.2K (+$717)
Filed 2026-10-28
MTM Investment Management, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$17.1K (+$560)
Filed 2026-10-30
Adkins Seale Capital Management LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$16.3K (+$534)
Filed 2026-10-27
Archer Investment Corp
DECREASED
Shares201 from 222
Change-21 (-9%)
Value$15.9K (-$1.1K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
NEW
Shares193
Change+193
Value$15.3K
Filed 2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$15.0K (+$493)
Filed 2026-11-02
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$14.9K (+$487)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$13.8K (+$450)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares170
Change+170
Value$13.4K
Filed 2026-10-09
Kozak & Associates, Inc.
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$13.2K (+$449)
Filed 2026-10-29
Putney Financial Group LLC
NEW
Shares163
Change+163
Value$12.9K
Filed 2026-10-30
Evermay Wealth Management LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$12.6K (+$412)
Filed 2026-11-05
United Community Bank
DECREASED
Shares155 from 1,414
Change-1,259 (-89%)
Value$12.3K (-$96.0K)
Filed 2026-10-28
Transce3nd, LLC
NEW
Shares154
Change+154
Value$12.2K
Filed 2026-10-26
Birch Financial Group, LLC
NEW
Shares151
Change+151
Value$12.0K
Filed 2026-10-27
Mechanics Financial Corp
NEW
Shares149
Change+149
Value$11.8K
Filed 2026-11-05
First Pacific Financial
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$11.8K (+$386)
Filed 2026-10-14
Trust Co
INCREASED
Shares147 from 128
Change+19 (+15%)
Value$11.6K (+$1.8K)
Filed 2026-10-09
Tower Trust & Investment Co
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$11.4K (+$373)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$11.0K (+$360)
Filed 2026-10-26
Downshift Financial, LLC
INCREASED
Shares137 from 47
Change+90 (+191%)
Value$10.8K (+$7.2K)
Filed 2026-10-13
Godsey & Gibb, Inc
NEW
Shares115
Change+115
Value$9.1K
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares107
Change+107
Value$8.5K
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$8.5K (+$277)
Filed 2026-10-16
Coston, McIsaac & Partners
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$8.2K (+$8.2K)
Filed 2026-11-06
Adirondack Trust Co
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$7.1K (+$233)
Filed 2026-10-14
Grove Bank & Trust
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$7.1K (+$233)
Filed 2026-10-08
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$6.8K (+$223)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares81
Change+81
Value$6.4K
Filed 2026-11-04
Roxbury Financial LLC
INCREASED
Shares80 from 73
Change+7 (+10%)
Value$6.4K (+$745)
Filed 2026-10-01
Laurel Wealth Advisors LLC
NEW
Shares77
Change+77
Value$6.1K
Filed 2026-10-27
United Financial Planning Group LLC
INCREASED
Shares66 from 42
Change+24 (+57%)
Value$5.2K (+$2.0K)
Filed 2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4.7K (+$155)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares56
Change+56
Value$4.4K
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$4.0K (+$132)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.0K (+$129)
Filed 2026-10-23
Pioneer Family Office, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.0K (+$129)
Filed 2026-10-30
Addison Advisors LLC
INCREASED
Shares49 from 13
Change+36 (+277%)
Value$3.9K (+$2.9K)
Filed 2026-11-06
Wagner Wealth Management, LLC
DECREASED
Shares48 from 1,160
Change-1,112 (-96%)
Value$3.8K (-$85.0K)
Filed 2026-10-21
Hoese & Co LLP
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.8K (+$125)
Filed 2026-10-21
Barrett & Company, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.7K (+$122)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.7K (+$122)
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
NEW
Shares45
Change+45
Value$3.6K
Filed 2026-11-05
POM Investment Strategies, LLC
NEW
Shares41
Change+41
Value$3.2K
Filed 2026-10-20
Your Advocates Ltd., LLP
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.1K (+$101)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.0K (+$99)
Filed 2026-10-07
Pillar Financial Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.8K (+$90)
Filed 2026-10-21
Provident Wealth Management, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.8K (+$91)
Filed 2026-10-20
Register Financial Advisors LLC
DECREASED
Shares33 from 75
Change-42 (-56%)
Value$2.6K (-$3.1K)
Filed 2026-10-23
Aspect Partners, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.6K (+$86)
Filed 2026-10-20
SJS Investment Consulting Inc.
NEW
Shares32
Change+32
Value$2.5K
Filed 2026-10-26
Markowski Investments
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.2K (+$73)
Filed 2026-10-30
Horizon Financial Services, LLC
DECREASED
Shares26 from 2,092
Change-2,066 (-99%)
Value$2.1K (-$158.1K)
Filed 2026-11-04
KFG LLC
NEW
Shares25
Change+25
Value$2.0K
Filed 2026-11-02
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.9K (+$62)
Filed 2026-10-29
Wolff Wiese Magana LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.2K (+$39)
Filed 2026-10-15
American Capital Advisory, LLC
NEW
Shares12
Change+12
Value$950
Filed 2026-10-28
Prudent Man Investment Management, Inc.
NEW
Shares0
Change0
Value$4
Filed 2026-11-03
Schuylkill Financial LLC
CLOSED
Shares0 from 53,105
Change-53,105 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-21
FFG Retirement Advisors LLC
CLOSED
Shares0 from 36,896
Change-36,896 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-20
Maryland State Retirement & Pension System
CLOSED
Shares0 from 21,624
Change-21,624 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 16,347
Change-16,347 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 12,622
Change-12,622 (-100%)
Value$0 (-$966.2K)
Filed 2026-10-27
Tranquility Partners, LLC
CLOSED
Shares0 from 7,293
Change-7,293 (-100%)
Value$0 (-$558.3K)
Filed 2026-10-20
Lane Brothers & Co Inc
CLOSED
Shares0 from 6,517
Change-6,517 (-100%)
Value$0 (-$498.9K)
Filed 2026-11-02
Insight Wealth Strategies, LLC
CLOSED
Shares0 from 6,336
Change-6,336 (-100%)
Value$0 (-$484.1K)
Filed 2026-10-09
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 6,094
Change-6,094 (-100%)
Value$0 (-$466.5K)
Filed 2026-10-13
Apollon Financial, LLC
CLOSED
Shares0 from 3,718
Change-3,718 (-100%)
Value$0 (-$284.6K)
Filed 2026-10-23
Islay Capital Management, LLC
CLOSED
Shares0 from 3,587
Change-3,587 (-100%)
Value$0 (-$274.6K)
Filed 2026-10-20
Integrated Wealth Management
CLOSED
Shares0 from 3,285
Change-3,285 (-100%)
Value$0 (-$251.4K)
Filed 2026-10-19
Professional Financial Advisors, LLC
CLOSED
Shares0 from 2,787
Change-2,787 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-13
Wellington Grp LLC
CLOSED
Shares0 from 2,478
Change-2,478 (-100%)
Value$0 (-$184.2K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 2,067
Change-2,067 (-100%)
Value$0 (-$158.2K)
Filed 2026-10-28
Tsfg, LLC
CLOSED
Shares0 from 1,643
Change-1,643 (-100%)
Value$0 (-$126.0K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 1,590
Change-1,590 (-100%)
Value$0 (-$121.7K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 543
Change-543 (-100%)
Value$0 (-$41.6K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$31.3K)
Filed 2026-11-06
Sims Investment Management, LLC
CLOSED
Shares0 from 364
Change-364 (-100%)
Value$0 (-$27.9K)
Filed 2026-10-13
Pittenger & Anderson Inc
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$15.2K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$11.8K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-07
CX Institutional
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$4)
Filed 2026-10-02
Founders Capital Management
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$3)
Filed 2026-11-06
Arvest Investments, Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-21
Realta Investment Advisors
UNCHANGED
Shares0 from 0
Change0
Value$27 (+$1)
Filed 2026-10-14
Envestnet Asset Management Inc
N/A
Shares— from 32,274,634
Change-32,274,634 (-100%)
Value—
FMR LLC
N/A
Shares— from 17,424,650
Change-17,424,650 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,814,234
Change-10,814,234 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,571,701
Change-9,571,701 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,234,472
Change-9,234,472 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,542,634
Change-7,542,634 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 4,699,261
Change-4,699,261 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,537,921
Change-4,537,921 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,200,484
Change-4,200,484 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,062,333
Change-3,062,333 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,969,235
Change-2,969,235 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,670,449
Change-2,670,449 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,615,105
Change-2,615,105 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,419,152
Change-2,419,152 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,194,843
Change-2,194,843 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,172,399
Change-2,172,399 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,126,809
Change-2,126,809 (-100%)
Value—
Hackensack Meridian Health, Inc.
N/A
Shares— from 2,101,000
Change-2,101,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,088,167
Change-2,088,167 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,950,110
Change-1,950,110 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,892,172
Change-1,892,172 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,829,754
Change-1,829,754 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,783,999
Change-1,783,999 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,718,610
Change-1,718,610 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,516,211
Change-1,516,211 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,353,068
Change-1,353,068 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,330,566
Change-1,330,566 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,300,382
Change-1,300,382 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,283,914
Change-1,283,914 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,236,800
Change-1,236,800 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,235,409
Change-1,235,409 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 1,187,768
Change-1,187,768 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,070,367
Change-1,070,367 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,040,740
Change-1,040,740 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,016,945
Change-1,016,945 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 925,724
Change-925,724 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 906,149
Change-906,149 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 852,714
Change-852,714 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 832,940
Change-832,940 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 820,429
Change-820,429 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 814,245
Change-814,245 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 774,251
Change-774,251 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 769,246
Change-769,246 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 735,092
Change-735,092 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 732,006
Change-732,006 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 626,287
Change-626,287 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 615,971
Change-615,971 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 576,447
Change-576,447 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 543,300
Change-543,300 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 530,307
Change-530,307 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 530,172
Change-530,172 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 512,138
Change-512,138 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 505,703
Change-505,703 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 496,401
Change-496,401 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 491,391
Change-491,391 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 479,937
Change-479,937 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 472,684
Change-472,684 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 464,429
Change-464,429 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 446,661
Change-446,661 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 390,780
Change-390,780 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 381,585
Change-381,585 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 367,357
Change-367,357 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 351,113
Change-351,113 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 345,574
Change-345,574 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 339,566
Change-339,566 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 311,301
Change-311,301 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 305,937
Change-305,937 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 303,162
Change-303,162 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 280,854
Change-280,854 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 270,141
Change-270,141 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 264,763
Change-264,763 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 261,784
Change-261,784 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 251,480
Change-251,480 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 241,314
Change-241,314 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 240,395
Change-240,395 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 238,568
Change-238,568 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 237,000
Change-237,000 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 230,570
Change-230,570 (-100%)
Value—
Blair William & Co
N/A
Shares— from 216,505
Change-216,505 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 211,734
Change-211,734 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 205,555
Change-205,555 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 203,677
Change-203,677 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 202,554
Change-202,554 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 200,228
Change-200,228 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 199,183
Change-199,183 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 197,547
Change-197,547 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 179,380
Change-179,380 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 178,309
Change-178,309 (-100%)
Value—
&partners
N/A
Shares— from 177,484
Change-177,484 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 175,178
Change-175,178 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 172,522
Change-172,522 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 169,964
Change-169,964 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 168,799
Change-168,799 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 167,256
Change-167,256 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 162,787
Change-162,787 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 158,237
Change-158,237 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 144,126
Change-144,126 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 142,918
Change-142,918 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 142,116
Change-142,116 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 140,640
Change-140,640 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 132,701
Change-132,701 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 131,516
Change-131,516 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 130,937
Change-130,937 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 128,662
Change-128,662 (-100%)
Value—
EQ LLC
N/A
Shares— from 125,899
Change-125,899 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 123,965
Change-123,965 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 120,209
Change-120,209 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 117,649
Change-117,649 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 117,311
Change-117,311 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 115,581
Change-115,581 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 108,360
Change-108,360 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 106,795
Change-106,795 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 106,688
Change-106,688 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 105,635
Change-105,635 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 103,493
Change-103,493 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 103,351
Change-103,351 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 101,372
Change-101,372 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 101,021
Change-101,021 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 100,441
Change-100,441 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 99,983
Change-99,983 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 98,986
Change-98,986 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 98,217
Change-98,217 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 97,501
Change-97,501 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 95,082
Change-95,082 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 94,500
Change-94,500 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 92,229
Change-92,229 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 91,906
Change-91,906 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 89,662
Change-89,662 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 86,813
Change-86,813 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 85,132
Change-85,132 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 84,315
Change-84,315 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 83,296
Change-83,296 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 81,900
Change-81,900 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 80,959
Change-80,959 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 80,912
Change-80,912 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 80,653
Change-80,653 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 80,425
Change-80,425 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 80,424
Change-80,424 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 80,378
Change-80,378 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 80,076
Change-80,076 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 78,757
Change-78,757 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 75,493
Change-75,493 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 74,720
Change-74,720 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 71,749
Change-71,749 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 70,505
Change-70,505 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 69,768
Change-69,768 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 69,594
Change-69,594 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 69,483
Change-69,483 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 69,271
Change-69,271 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 68,774
Change-68,774 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 67,285
Change-67,285 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 66,966
Change-66,966 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 66,865
Change-66,865 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 66,431
Change-66,431 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 64,079
Change-64,079 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 64,057
Change-64,057 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 64,031
Change-64,031 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 63,554
Change-63,554 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 62,393
Change-62,393 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 62,379
Change-62,379 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 61,495
Change-61,495 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 60,360
Change-60,360 (-100%)
Value—
Invst, LLC
N/A
Shares— from 59,924
Change-59,924 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 59,811
Change-59,811 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 59,286
Change-59,286 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 58,796
Change-58,796 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 56,838
Change-56,838 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 53,563
Change-53,563 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 52,233
Change-52,233 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 51,994
Change-51,994 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 50,479
Change-50,479 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 50,107
Change-50,107 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 49,566
Change-49,566 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 49,462
Change-49,462 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 49,080
Change-49,080 (-100%)
Value—
Commerce Bank
N/A
Shares— from 47,628
Change-47,628 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 44,013
Change-44,013 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 43,536
Change-43,536 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 41,597
Change-41,597 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 41,517
Change-41,517 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 40,456
Change-40,456 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 40,211
Change-40,211 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 39,293
Change-39,293 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 38,492
Change-38,492 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 38,095
Change-38,095 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 37,948
Change-37,948 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 37,021
Change-37,021 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 36,988
Change-36,988 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 36,938
Change-36,938 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 36,079
Change-36,079 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 36,018
Change-36,018 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 35,700
Change-35,700 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 35,587
Change-35,587 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 35,088
Change-35,088 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 34,678
Change-34,678 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 34,308
Change-34,308 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 34,308
Change-34,308 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 34,131
Change-34,131 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 33,964
Change-33,964 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 33,964
Change-33,964 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 33,934
Change-33,934 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 33,864
Change-33,864 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 33,784
Change-33,784 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 33,778
Change-33,778 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 33,333
Change-33,333 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 32,635
Change-32,635 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 32,557
Change-32,557 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 31,787
Change-31,787 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 31,753
Change-31,753 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 30,406
Change-30,406 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 28,933
Change-28,933 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 28,652
Change-28,652 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 28,636
Change-28,636 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 28,298
Change-28,298 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 28,272
Change-28,272 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 27,793
Change-27,793 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 27,438
Change-27,438 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 27,269
Change-27,269 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 26,993
Change-26,993 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 26,844
Change-26,844 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 26,240
Change-26,240 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 24,979
Change-24,979 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 24,510
Change-24,510 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 23,524
Change-23,524 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 23,131
Change-23,131 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 23,112
Change-23,112 (-100%)
Value—
EFG International AG
N/A
Shares— from 23,104
Change-23,104 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 21,795
Change-21,795 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 21,682
Change-21,682 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 21,553
Change-21,553 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 21,401
Change-21,401 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 21,008
Change-21,008 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 20,940
Change-20,940 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 20,420
Change-20,420 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 20,046
Change-20,046 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 19,985
Change-19,985 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 19,818
Change-19,818 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 19,775
Change-19,775 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 18,505
Change-18,505 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 18,465
Change-18,465 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 18,326
Change-18,326 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 18,151
Change-18,151 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 17,996
Change-17,996 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 17,864
Change-17,864 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 17,792
Change-17,792 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 17,339
Change-17,339 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 17,097
Change-17,097 (-100%)
Value—
Betterment LLC
N/A
Shares— from 16,886
Change-16,886 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 16,815
Change-16,815 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 16,393
Change-16,393 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 16,048
Change-16,048 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 15,860
Change-15,860 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 15,338
Change-15,338 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 15,057
Change-15,057 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 14,649
Change-14,649 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,638
Change-14,638 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 14,212
Change-14,212 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 13,904
Change-13,904 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 13,848
Change-13,848 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 13,631
Change-13,631 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 13,370
Change-13,370 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 13,349
Change-13,349 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 13,299
Change-13,299 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 13,017
Change-13,017 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 12,939
Change-12,939 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 12,859
Change-12,859 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,696
Change-12,696 (-100%)
Value—
EWA, LLC
N/A
Shares— from 12,640
Change-12,640 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 12,633
Change-12,633 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 12,487
Change-12,487 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 12,449
Change-12,449 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 12,178
Change-12,178 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 12,133
Change-12,133 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 12,022
Change-12,022 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 11,838
Change-11,838 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,785
Change-11,785 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 11,659
Change-11,659 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 11,559
Change-11,559 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 11,501
Change-11,501 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 11,492
Change-11,492 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 11,009
Change-11,009 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 10,701
Change-10,701 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 10,611
Change-10,611 (-100%)
Value—
Nwam LLC
N/A
Shares— from 10,602
Change-10,602 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 10,321
Change-10,321 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 10,124
Change-10,124 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 10,031
Change-10,031 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 9,266
Change-9,266 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 9,196
Change-9,196 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 9,149
Change-9,149 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 9,133
Change-9,133 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 9,033
Change-9,033 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 8,998
Change-8,998 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 8,826
Change-8,826 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 8,569
Change-8,569 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 8,559
Change-8,559 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 8,409
Change-8,409 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 8,401
Change-8,401 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 8,060
Change-8,060 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 8,059
Change-8,059 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 7,748
Change-7,748 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,584
Change-7,584 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,402
Change-7,402 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 7,220
Change-7,220 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,199
Change-7,199 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 7,180
Change-7,180 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 7,136
Change-7,136 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 7,127
Change-7,127 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 6,935
Change-6,935 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,641
Change-6,641 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,524
Change-6,524 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 6,421
Change-6,421 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 6,324
Change-6,324 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
American Trust
N/A
Shares— from 6,121
Change-6,121 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 5,923
Change-5,923 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,907
Change-5,907 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,672
Change-5,672 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,435
Change-5,435 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 5,291
Change-5,291 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,873
Change-4,873 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,466
Change-4,466 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 4,173
Change-4,173 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 4,169
Change-4,169 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 3,677
Change-3,677 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 936
Change-936 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 830
Change-830 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 779
Change-779 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 565
Change-565 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Centennial Bank
N/A
Shares— from 496
Change-496 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 390
Change-390 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 371
Change-371 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Rogco, LP
N/A
Shares— from 346
Change-346 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 322
Change-322 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 256
Change-256 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 230
Change-230 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 183
Change-183 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 133
Change-133 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 98
Change-98 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 67
Change-67 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 51
Change-51 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 46
Change-46 (-100%)
Value—
Motco
N/A
Shares— from 29
Change-29 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 29
Change-29 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
US Bancorp \de\
INCREASED14,481,34814,137,778+343,570+2%$1.1B$1.1B+$63.7M2026-11-05
LPL Financial LLC
DECREASED12,891,62013,493,721-602,101-4%$1.0B$1.0B-$12.7M2026-11-06
Park Avenue Securities LLC
DECREASED3,415,1483,462,556-47,408-1%$265.1M$270.3K-$264.8M2026-10-26
Auto-Owners Insurance Co
DECREASED2,973,5003,963,000-989,500-25%$303.4M$235.3M-$68.0M2026-10-15
PNC Financial Services Group, Inc.
DECREASED2,823,8672,891,846-67,979-2%$221.4M$223.5M+$2.1M2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED2,807,6902,182,943+624,747+29%$167.1M$222.2M+$55.1M2026-10-13
Hamilton Capital, LLC
INCREASED2,380,6312,371,555+9,076+0%$181.5M$188.4M+$6.9M2026-10-08
OpenArc Corporate Advisory, LLC
INCREASED2,284,1272,176,670+107,457+5%$166.6M$180.8M+$14.1M2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,260,9042,134,694+126,210+6%$163.4M$178.9M+$15.5M2026-10-27
Sagespring Wealth Partners, LLC
INCREASED2,189,2932,080,637+108,656+5%$159.3M$173.3M+$14.0M2026-10-22
Savant Capital, LLC
INCREASED1,847,6011,522,673+324,928+21%$118.3M$146.2M+$27.9M2026-11-06
Merit Financial Group, LLC
DECREASED1,327,3121,524,185-196,873-13%$116.7M$105.0M-$11.6M2026-11-06
Truist Financial Corp
INCREASED1,323,2591,312,054+11,205+1%$100.4M$104.7M+$4.3M2026-10-30
Modera Wealth Management, LLC
DECREASED1,224,9021,284,516-59,614-5%$98.3M$96.9M-$1.4M2026-10-28
Bank of New York Mellon Corp
INCREASED1,200,7361,157,058+43,678+4%$88.6M$95.0M+$6.5M2026-11-05
Commonwealth Equity Services, LLC
DECREASED1,056,8721,086,906-30,034-3%$83.2M$83.6M+$438.2K2026-11-02
Aspiriant, LLC
DECREASED1,045,5881,061,079-15,491-1%$81.2M$82.7M+$1.5M2026-10-16
Financial Synergies Wealth Advisors, Inc.
INCREASED883,585877,262+6,323+1%$67.2M$69.9M+$2.8M2026-10-16
AlphaCore Capital LLC
INCREASED791,8163,710+788,106+21243%$284.0K$62.7M+$62.4M2026-11-04
Sofi Wealth, LLC
DECREASED718,4421,010,564-292,122-29%$77.4M$56.9M-$20.5M2026-10-27
JB Capital LLC
DECREASED665,024691,188-26,164-4%$52.9M$52.6M-$280.5K2026-10-19
Kestra Advisory Services, LLC
INCREASED632,924566,476+66,448+12%$43.4M$50.1M+$6.7M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED621,580637,522-15,942-2%$48.8M$48.4M-$393.7K2026-11-04
Waller Financial Planning Group, Inc
INCREASED549,236519,921+29,315+6%$39.8M$43.5M+$3.7M2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED484,194412,652+71,542+17%$32.3M$37.8M+$5.4M2026-10-13
Fifth Third Bancorp
DECREASED476,413500,177-23,764-5%$38.3M$37.7M-$585.2K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED476,402551,628-75,226-14%$42.2M$37.7K-$42.2M2026-11-02
Thrivent Financial for Lutherans
DECREASED464,035464,683-6480%$35.6M$8.6M-$26.9M2026-11-05
Angeles Investment Advisors, LLC
NEW454,025—+454,025——$35.9M—2026-10-22
Concurrent Investment Advisors, LLC
INCREASED437,513411,458+26,055+6%$31.5M$34.6M+$3.1M2026-10-16
UMB Bank, n.a.
DECREASED428,021481,123-53,102-11%$36.8M$33.9M-$3.0M2026-11-06
Bokf, NA
INCREASED408,378362,180+46,198+13%$27.7M$32.3M+$4.6M2026-10-27
TD Private Client Wealth LLC
INCREASED402,770370,014+32,756+9%$28.3M$31.9M+$3.6M2026-10-28
Townsend & Associates, Inc
INCREASED396,298395,138+1,160+0%$30.8M$31.4M+$653.2K2026-10-23
Affinity Capital Advisors, LLC
DECREASED391,961442,403-50,442-11%$34.7M$30.6M-$4.1M2026-10-13
Lido Advisors, LLC
INCREASED364,286141,906+222,380+157%$10.9M$28.8M+$18.0M2026-11-04
Integrity Alliance, Llc.
INCREASED331,992329,694+2,298+1%$25.2M$26.3M+$1.0M2026-10-29
Shakespeare Wealth Management, LLC
NEW330,277—+330,277——$26.1M—2026-10-28
Farther Finance Advisors, LLC
DECREASED329,452351,408-21,956-6%$26.9M$26.1M-$827.3K2026-10-08
Plancorp, LLC
INCREASED322,074264,652+57,422+22%$20.7M$25.5M+$4.9M2026-11-03
Kestra Private Wealth Services, LLC
DECREASED311,734311,956-2220%$23.9M$24.7M+$790.4K2026-11-06
Atria Investments, Inc
DECREASED305,239314,256-9,017-3%$24.1M$24.2M+$100.3K2026-10-15
Ball & Co Wealth Management Inc.
INCREASED292,997257,929+35,068+14%$19.7M$23.2M+$3.4M2026-11-05
Vise Technologies, Inc.
INCREASED286,495246,568+39,927+16%$18.9M$22.7M+$3.8M2026-10-29
Verdence Capital Advisors LLC
INCREASED281,389273,196+8,193+3%$20.9M$22.3M+$1.4M2026-10-26
Integrated Capital Management, Inc.
INCREASED278,334275,128+3,206+1%$21.1M$22.0M+$966.3K2026-10-09
Perigon Wealth Management, LLC
INCREASED273,999151,231+122,768+81%$11.6M$21.7M+$10.1M2026-10-22
TD Waterhouse Canada Inc.
INCREASED273,638160,087+113,551+71%$12.3M$21.3M+$9.1M2026-10-16
Marks Group Wealth Management, Inc
INCREASED269,817267,272+2,545+1%$20.5M$21.4M+$893.7K2026-11-05
Citigroup Inc
INCREASED268,718231,514+37,204+16%$17.7M$21.3M+$3.5M2026-11-04
McLean Asset Management Corp
INCREASED266,675135,356+131,319+97%$10.9M$10.6M-$299.2K2026-11-06
Wakefield Asset Management Lllp
INCREASED259,362252,913+6,449+3%$19.4M$20.5M+$1.2M2026-11-05
Associated Banc-Corp
INCREASED256,310246,269+10,041+4%$18.9M$20.3M+$1.4M2026-10-30
Hemming& Wealth Management, Inc.
INCREASED254,458231,646+22,812+10%$17.7M$20.1M+$2.4M2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED245,337223,911+21,426+10%$17.1M$19.4M+$2.3M2026-10-16
Strategic Blueprint, LLC
INCREASED242,077199,365+42,712+21%$15.3M$19.2M+$3.9M2026-10-22
Kingdom Financial Group Llc.
INCREASED236,224223,583+12,641+6%$17.1M$18.7M+$1.6M2026-11-04
Creative Planning
INCREASED234,752234,205+547+0%$17.9M$18.6M+$649.8K2026-11-02
Financial Life Advisors
INCREASED232,991229,096+3,895+2%$17.5M$18.4M+$901.6K2026-10-14
Greenleaf Trust
DECREASED231,349234,257-2,908-1%$17.9M$18.3M+$376.6K2026-10-29
MGO One Seven LLC
INCREASED226,919223,905+3,014+1%$17.1M$18.0M+$818.5K2026-10-28
Accredited Investors Inc.
DECREASED223,779231,526-7,747-3%$17.7M$17.7M-$13.4K2026-11-03
Assetmark, Inc
INCREASED205,833194,912+10,921+6%$14.9M$16.3M+$1.4M2026-10-21
Pinnacle Wealth Planning Services, Inc.
INCREASED196,756195,509+1,247+1%$15.0M$15.6M+$605.1K2026-10-27
Unique Wealth, LLC
INCREASED194,298185,555+8,743+5%$14.2M$15.4M+$1.2M2026-10-16
Integrated Capital Management, LLC
INCREASED191,822191,335+487+0%$14.6M$15.2M+$534.1K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED188,286215,428-27,142-13%$16.5M$14.9M-$1.6M2026-11-03
Baker Avenue Asset Management, LP
DECREASED187,882189,381-1,499-1%$14.5M$14.9M+$371.9K2026-11-06
Watershed Private Wealth LLC
INCREASED181,689131,984+49,705+38%$10.1M$14.4M+$4.3M2026-10-30
Stone House Investment Management, LLC
INCREASED180,158174,577+5,581+3%$13.4M$14.3M+$893.8K2026-10-23
SAX Wealth Advisors, LLC
DECREASED177,992179,221-1,229-1%$13.3M$14.1M+$761.2K2026-10-13
LifeWealth Investments, LLC
INCREASED177,010171,963+5,047+3%$13.2M$14.0M+$844.8K2026-10-21
Valence8 US LP
UNCHANGED166,318166,31800%$12.7M$13.2M+$430.8K2026-11-03
Client 1ST Advisory Group, LLC
INCREASED162,561157,489+5,072+3%$12.1M$12.9M+$809.3K2026-10-19
BIP Wealth, LLC
DECREASED161,499166,410-4,911-3%$12.7M$12.8M+$42.4K2026-10-22
Shum Financial Group, Inc.
INCREASED159,336155,552+3,784+2%$11.9M$12.6M+$702.3K2026-10-13
Cardinal Strategic Wealth Guidance
DECREASED157,695163,713-6,018-4%$12.5M$12.5M-$52.2K2026-11-02
RTD Financial Advisors, Inc.
DECREASED156,174158,110-1,936-1%$12.1M$12.4M+$256.3K2026-10-09
Sharkey, Howes & Javer
DECREASED155,131163,437-8,306-5%$12.5M$12.3M-$234.0K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED153,731155,426-1,695-1%$11.9M$12.2K-$11.9M2026-10-14
Elevated Financial Group LLC
DECREASED153,567237,455-83,888-35%$18.2M$12.2M-$6.0M2026-10-16
Simplicity Wealth,LLC
INCREASED151,304125,349+25,955+21%$9.6M$12.0M+$2.4M2026-10-23
Central Pacific Bank - Trust Division
INCREASED150,427143,948+6,479+5%$11.0M$11.9M+$885.6K2026-10-06
Quadrant Private Wealth Management, LLC
NEW148,502—+148,502——$11.8M—2026-11-04
Centerline Wealth Advisors, LLC
INCREASED147,867142,167+5,700+4%$10.9M$11.7M+$819.4K2026-10-15
Howard Bailey Securities, LLC
INCREASED144,921140,003+4,918+4%$10.7M$11.5M+$751.9K2026-10-27
Forthright Family Wealth Advisory LLC
DECREASED142,855143,040-1850%$10.9M$11.3M+$355.9K2026-11-03
Prospera Financial Services Inc
INCREASED138,449137,070+1,379+1%$10.5M$11.0M+$480.6K2026-11-04
Diversify Wealth Management, LLC
INCREASED138,204118,217+19,987+17%$9.4M$10.9M+$1.5M2026-10-20
Diversify Advisory Services, LLC
INCREASED138,204118,217+19,987+17%$9.4M$10.9M+$1.5M2026-10-20
Allworth Financial LP
INCREASED135,492134,709+783+1%$10.3M$10.4M+$59.9K2026-11-06
Staley Capital Advisers Inc
DECREASED134,803134,908-1050%$10.3M$10.7M+$341.1K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED131,359120,520+10,839+9%$9.2M$10.4M+$1.2M2026-10-21
Choreo, LLC
INCREASED127,965125,338+2,627+2%$9.6M$10.1M+$532.5K2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED124,950119,863+5,087+4%$9.2M$9.9M+$712.7K2026-10-13
Courier Capital LLC
INCREASED124,234117,174+7,060+6%$9.0M$9.8M+$862.2K2026-10-19
Trek Financial, LLC
DECREASED120,490122,954-2,464-2%$9.4M$9.5M+$123.5K2026-10-29
SteelPeak Wealth, LLC
DECREASED117,134126,309-9,175-7%$9.7M$9.3M-$399.0K2026-10-16
North Star Investment Management Corp.
INCREASED114,613114,539+74+0%$8.8M$9.1M+$302.5K2026-10-27
Apella Capital, LLC
DECREASED113,348114,996-1,648-1%$9.0M$8.8M-$136.7K2026-10-08
Able Wealth Management LLC
INCREASED112,687111,413+1,274+1%$8.5M$8.9M+$326.4K2026-10-13
Capital Advantage, Inc.
DECREASED111,747111,938-1910%$8.6M$8.8M+$274.8K2026-10-14
Spire Wealth Management
DECREASED110,574114,765-4,191-4%$8.8M$8.8M-$34.4K2026-10-30
Brady Martz Wealth Solutions, LLC
DECREASED110,278116,476-6,198-5%$8.9M$8.7M-$188.8K2026-11-05
Kathmere Capital Management, LLC
DECREASED103,172104,929-1,757-2%$8.0M$8.2M+$132.7K2026-10-20
Seneca Financial Advisors LLC
DECREASED101,163101,611-4480%$7.8M$8.0M+$227.7K2026-10-28
Key Capital Management, Inc
INCREASED100,11886,213+13,905+16%$6.6M$7.9M+$1.3M2026-11-03
Montecito Bank & Trust
DECREASED96,46797,751-1,284-1%$7.5M$7.6M+$151.6K2026-10-01
Phillip James Consulting Co.
NEW96,031—+96,031——$7.6M—2026-11-03
Montgomery Financial Services LLC
INCREASED95,88491,634+4,250+5%$7.0M$7.6M+$573.7K2026-11-03
Noble Family Wealth, LLC
INCREASED95,87891,785+4,093+4%$7.0M$7.6M+$561.6K2026-10-26
Avantax Planning Partners, Inc.
DECREASED95,62596,419-794-1%$7.4M$7.6M+$186.9K2026-11-03
Sumitomo Mitsui Trust Group, Inc.
NEW92,408—+92,408——$7.3M—2026-10-29
Stage Harbor Financial, LLC
DECREASED91,91892,606-688-1%$7.1M$7.3M+$185.4K2026-11-03
Sovran Advisors, LLC
DECREASED91,88697,677-5,791-6%$7.8M$7.3M-$468.9K2026-11-02
Creative Financial Designs Inc
DECREASED91,55393,759-2,206-2%$7.2M$7.2M+$68.2K2026-11-04
Maia Wealth LLC
DECREASED91,461140,657-49,196-35%$10.8M$7.2M-$3.5M2026-10-19
Swmg, LLC
INCREASED89,93387,886+2,047+2%$6.9M$7.1M+$211.9K2026-10-23
CoreCap Advisors, LLC
DECREASED88,68099,709-11,029-11%$7.6M$7.0M-$614.6K2026-10-08
Ocean Park Asset Management, LLC
DECREASED87,927111,377-23,450-21%$8.5M$7.0M-$1.6M2026-10-21
Kelly Financial Services LLC
INCREASED86,87444,238+42,636+96%$3.4M$6.9M+$3.5M2026-10-20
Cypress Wealth Services, LLC
DECREASED85,78587,184-1,399-2%$6.7M$6.8M+$98.8K2026-10-21
Brookstone Capital Management
DECREASED85,58797,548-11,961-12%$7.5M$6.8M-$694.0K2026-10-22
Advus Financial Partners, LLC
DECREASED85,15395,545-10,392-11%$7.3M$6.7M-$575.0K2026-10-20
Sterling Capital Management LLC
DECREASED84,61995,250-10,631-11%$7.3M$6.7M-$594.6K2026-10-22
Apollon Wealth Management, LLC
DECREASED83,783139,165-55,382-40%$10.7M$6.6M-$4.0M2026-10-23
Parkside Financial Bank & Trust
INCREASED83,01179,629+3,382+4%$6.1M$6.6M+$473.9K2026-10-27
Midwest Capital Advisors, LLC
INCREASED80,60613,773+66,833+485%$1.1M$6.4M+$5.3M2026-11-04
Lineweaver Wealth Advisors, LLC
INCREASED78,43977,965+474+1%$6.0M$6.2M+$239.5K2026-10-13
Outlook Wealth Advisors, LLC
INCREASED78,11675,388+2,728+4%$5.8M$6.2M+$411.0K2026-10-28
United Asset Strategies, Inc.
DECREASED77,64177,750-1090%$6.0M$6.1M+$192.7K2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED76,867124,242-47,375-38%$9.5M$6.1M-$3.4M2026-10-22
Golden State Wealth Management, LLC
INCREASED76,78774,422+2,365+3%$5.7M$6.1M+$379.9K2026-11-02
Robinswood Financial LLC
DECREASED75,36978,491-3,122-4%$6.0M$5.9M-$81.5K2026-10-20
Rockland Trust Co
DECREASED73,98875,265-1,277-2%$5.8M$5.9M+$93.9K2026-10-05
Key FInancial Inc
INCREASED73,43467,082+6,352+9%$5.1M$5.8M+$676.4K2026-11-02
Elevate Wealth Advisory, Inc
DECREASED72,45773,816-1,359-2%$5.7M$5.7M+$83.6K2026-10-29
Riverwater Partners LLC
UNCHANGED72,28872,28800%$5.5M$5.7M+$187.2K2026-11-03
Maryland Capital Advisors Inc.
DECREASED71,80173,593-1,792-2%$5.6M$5.7M+$48.8K2026-10-15
Corepath Wealth Partners LLC
DECREASED70,35677,248-6,892-9%$6.0M$5.5M-$504.7K2026-10-21
Blue Trust, Inc.
DECREASED70,05673,685-3,629-5%$5.6M$5.5M-$96.4K2026-10-15
West Wealth Group, LLC
DECREASED69,54898,735-29,187-30%$7.6M$5.5M-$2.1M2026-10-14
Symmetry Partners, LLC
DECREASED69,36669,468-1020%$5.3M$5.5M+$171.9K2026-10-27
CFS Investment Advisory Services, LLC
INCREASED67,20039,814+27,386+69%$3.1M$5.3M+$2.2M2026-10-19
LiftPoint Family Wealth Advisors LLC
DECREASED66,98481,897-14,913-18%$6.3M$5.3M-$968.1K2026-11-03
Wealth Architects, LLC
DECREASED66,55169,055-2,504-4%$5.3M$5.3M-$19.3K2026-11-03
180 Wealth Advisors, LLC
DECREASED65,76068,633-2,873-4%$5.3M$5.2M-$49.6K2026-11-03
Rose Capital Advisors LLC
INCREASED64,77433,011+31,763+96%$2.5M$5.1M+$2.6M2026-11-04
Harbor Group, Inc.
DECREASED64,11864,126-80%$4.9M$5.1M+$165.5K2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED63,56367,937-4,374-6%$5.2M$5.0M-$170.2K2026-11-05
Telos Capital Management, Inc.
INCREASED62,62059,823+2,797+5%$4.6M$5.0M+$376.3K2026-11-02
Larson Financial Group LLC
DECREASED62,59991,606-29,007-32%$7.0M$5.0M-$2.1M2026-11-05
Cranbrook Wealth Management, LLC
DECREASED62,44164,118-1,677-3%$4.9M$4.9M+$33.3K2026-10-28
Northwest Wealth Management, LLC
DECREASED62,04662,163-1170%$4.8M$4.9M+$151.8K2026-10-30
Integrity Advisory Solutions, LLC
INCREASED61,80856,867+4,941+9%$4.4M$4.9M+$538.3K2026-10-29
Independent Financial Group, LLC
DECREASED60,45660,962-506-1%$4.7M$4.8M+$117.8K2026-10-13
Market Street Wealth Management Advisors LLC
DECREASED59,94060,619-679-1%$4.6M$4.7M+$103.3K2026-10-09
Ascentis Independent Advisors
INCREASED59,5901,399+58,191+4159%$107.1K$4.7M+$4.6M2026-11-03
MMA Asset Management LLC
INCREASED59,47357,734+1,739+3%$4.4M$4.7M+$287.2K2026-11-02
Narus Financial Partners, LLC
DECREASED59,45459,573-1190%$4.6M$4.7M+$144.9K2026-10-19
TSA Wealth Managment LLC
DECREASED59,19461,830-2,636-4%$4.7M$4.7M-$48.5K2026-10-22
D.A. Davidson & Co.
INCREASED59,05958,948+111+0%$4.5M$4.7M+$161.5K2026-10-28
Lantz Financial LLC
DECREASED58,75659,948-1,192-2%$4.6M$4.6M+$60.9K2026-10-15
Endeavor Private Wealth, Inc.
INCREASED57,67855,754+1,924+3%$4.3M$4.6M+$296.6K2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED57,56056,351+1,209+2%$4.3M$4.6M+$241.6K2026-11-03
Collective Family Office LLC
INCREASED56,93756,454+483+1%$4.3M$4.5M+$184.4K2026-10-05
Polaris Investment Advisors, LLC
DECREASED56,88761,689-4,802-8%$4.7M$4.5M-$220.3K2026-10-20
Lanark Financial, Inc.
INCREASED56,72252,362+4,360+8%$4.0M$4.5M+$480.7K2026-10-26
McNaughton Wealth Management, LLC
INCREASED56,60552,401+4,204+8%$4.0M$4.5M+$468.4K2026-10-09
Apeiron RIA LLC
DECREASED56,35495,001-38,647-41%$7.1M$4.4M-$2.7M2026-10-08
Evolution Wealth Management Inc.
INCREASED56,07742,570+13,507+32%$3.3M$4.4M+$1.2M2026-10-28
Retirement Wealth Solutions LLC
INCREASED55,64348,153+7,490+16%$3.7M$4.4M+$717.4K2026-10-07
ShoreHaven Wealth Partners, LLC
INCREASED55,55653,441+2,115+4%$4.1M$4.4M+$305.8K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED54,40250,970+3,432+7%$3.9M$4.3M+$403.6K2026-10-16
ADE, LLC
DECREASED53,45753,733-276-1%$4.1M$4.2M+$117.3K2026-10-29
Horst & Graben Wealth Management LLC
DECREASED52,60156,348-3,747-7%$4.3M$4.2M-$137.8K2026-11-02
Principal Financial Group Inc
INCREASED51,97241,873+10,099+24%$3.2M$4.1M+$907.7K2026-11-02
Sage Financial Group Inc
DECREASED51,02851,564-536-1%$3.9M$4.0M+$91.1K2026-10-27
Csenge Advisory Group
INCREASED50,51249,682+830+2%$3.8M$4.0M+$194.4K2026-11-04
VestGen Advisors, LLC
DECREASED50,221108,094-57,873-54%$8.3M$4.0M-$4.3M2026-10-27
Gilliland Jeter Wealth Management LLC
INCREASED49,43147,904+1,527+3%$3.7M$3.9M+$244.9K2026-10-28
Fire Capital Management LLC
NEW48,600—+48,600——$3.8M—2026-10-27
Beam Wealth Advisors, Inc.
INCREASED48,06347,726+337+1%$3.7M$3.8M+$150.3K2026-11-03
Warner Financial, Inc
INCREASED48,05748,045+12+0%$3.7M$3.8M+$125.4K2026-11-06
Ascent Group, LLC
DECREASED47,661276,887-229,226-83%$21.2M$3.8M-$17.4M2026-10-30
Foundation Wealth Management, LLC
DECREASED47,37448,810-1,436-3%$3.7M$3.7M+$12.7K2026-10-22
AMG National Trust Bank
INCREASED46,47541,981+4,494+11%$3.2M$3.7M+$464.4K2026-11-05
Droms Strauss Advisors Inc
DECREASED46,21247,684-1,472-3%$3.7M$3.7M+$7.0K2026-11-03
Salus Financial Advisors, LLC
INCREASED45,65245,581+71+0%$3.5M$3.6M+$123.7K2026-10-20
Dynamic Wealth Strategies, LLC
DECREASED45,29248,057-2,765-6%$3.7M$3.6M-$94.4K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED44,01638,878+5,138+13%$3.0M$3.5M+$507.3K2026-11-05
Advisory Solutions Group, LLC
INCREASED43,98032,320+11,660+36%$2.5M$3.5M+$1.0M2026-10-14
Patten Group, Inc.
DECREASED43,81344,004-1910%$3.4M$3.5M+$98.9K2026-10-26
TritonPoint Partners, LLC
INCREASED43,4738,434+35,039+415%$645.6K$3.4M+$2.8M2026-11-05
BridgePort Financial Solutions, LLC
INCREASED42,94242,843+99+0%$3.3M$3.4M+$118.8K2026-11-02
SigFig Wealth Management, LLC
DECREASED42,50543,820-1,315-3%$3.4M$3.4M+$8.5K2026-10-07
Sterling Wealth Management, Inc.
DECREASED41,18041,259-790%$3.2M$3.3M+$100.6K2026-10-23
W Advisors, LLC
DECREASED40,98441,539-555-1%$3.2M$3.2M+$63.7K2026-11-02
Ifrah Financial Services, Inc.
DECREASED40,82041,456-636-2%$3.2M$3.2M+$57.0K2026-10-13
Bouvel Investment Partners, LLC
INCREASED40,72940,481+248+1%$3.1M$3.2M+$124.5K2026-10-13
Cornerstone Planning Group LLC
DECREASED39,99445,023-5,029-11%$3.6M$3.1M-$449.5K2026-10-16
Clear Creek Financial Management, LLC
DECREASED39,67540,525-850-2%$3.1M$3.1M+$37.7K2026-10-28
Koshinski Asset Management, Inc.
DECREASED39,54940,316-767-2%$3.1M$3.1M+$43.7K2026-10-29
One Wealth Capital Management, LLC
DECREASED39,34661,782-22,436-36%$4.7M$3.1M-$1.6M2026-10-23
IFP Advisors, Inc
INCREASED38,98837,623+1,365+4%$2.9M$3.1M+$205.5K2026-10-16
Forte Asset Management LLC
DECREASED38,27938,349-700%$2.9M$3.0M+$93.8K2026-10-13
Firethorn Wealth Partners, LLC
DECREASED37,85940,348-2,489-6%$3.1M$3.0M-$92.5K2026-10-14
Revolve Wealth Partners, LLC
DECREASED35,95737,314-1,357-4%$2.9M$2.8M-$10.7K2026-10-23
Obsidian CIO, LLC
INCREASED35,25234,137+1,115+3%$2.6M$2.8M+$176.6K2026-11-05
Columbus Macro, LLC
INCREASED35,19334,830+363+1%$2.7M$2.8M+$118.9K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED34,90234,800+102+0%$2.7M$2.8M+$98.2K2026-11-04
Clearstead Advisors, LLC
INCREASED34,80027,104+7,696+28%$2.1M$2.8M+$679.3K2026-11-06
Omni 360 Wealth, Inc.
DECREASED34,64834,862-214-1%$2.7M$2.7M+$73.4K2026-10-13
Centurion Wealth Management LLC
DECREASED34,38254,729-20,347-37%$4.2M$2.7M-$1.5M2026-10-13
Braun-Bostich & Associates Inc.
INCREASED33,58715,751+17,836+113%$1.2M$2.7M+$1.5M2026-10-20
Ashton Thomas Securities, LLC
NEW33,537—+33,537——$2.7M—2026-10-26
Summit Financial Strategies, Inc.
INCREASED32,89432,434+460+1%$2.5M$2.6M+$120.4K2026-10-14
Focus Financial Network, Inc.
DECREASED32,62534,627-2,002-6%$2.7M$2.6M-$68.7K2026-10-14
HB Wealth Management, LLC
DECREASED32,00632,386-380-1%$2.5M$2.5M+$53.8K2026-10-23
Central Trust Co
INCREASED31,26231,064+198+1%$2.4M$2.5M+$96.1K2026-11-05
Zenith Solutions, Inc.
DECREASED30,92633,148-2,222-7%$2.5M$2.4M-$90.0K2026-10-19
CogentBlue Wealth Advisors, LLC
DECREASED30,91230,977-650%$2.4M$2.4M+$75.1K2026-10-09
Etesian Wealth Advisors, Inc.
INCREASED30,56629,338+1,228+4%$2.2M$2.4M+$173.2K2026-10-27
Clayton Financial Group LLC
INCREASED30,11226,007+4,105+16%$2.0M$2.4M+$392.2K2026-10-13
Breakwater Capital Group
DECREASED29,90529,966-610%$2.3M$2.4M+$72.8K2026-10-09
Smart Wealth LLC
DECREASED29,85740,479-10,622-26%$3.1M$2.4M-$735.8K2026-11-04
Neumann Capital Management, LLC
UNCHANGED29,78529,78500%$2.3M$2.4M+$77.1K2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED29,72927,894+1,835+7%$2.1M$2.4M+$216.9K2026-10-13
Petersen Hastings Wealth Advisors Inc.
DECREASED29,72929,793-640%$2.3M$2.4M+$72.1K2026-10-27
SWP Financial LLC
INCREASED29,5809,816+19,764+201%$751.4K$2.3M+$1.6M2026-10-23
Asempa Wealth Advisors
DECREASED29,40130,723-1,322-4%$2.4M$2.3M-$62.1K2026-10-07
Absolute Capital Management, LLC
INCREASED29,35125,418+3,933+15%$1.9M$2.3M+$377.1K2026-10-16
Oppenheimer & Co Inc
INCREASED29,30128,645+656+2%$2.2M$2.3M+$126.1K2026-10-26
Spectrum Planning & Advisory Services Inc.
DECREASED29,15529,634-479-2%$2.3M$2.3M+$38.9K2026-11-05
Triad Wealth Partners, LLC
DECREASED28,89132,717-3,826-12%$2.7M$2.3M-$366.6K2026-10-26
Virtus Family Office LLC
INCREASED28,84028,029+811+3%$2.1M$2.3M+$136.8K2026-10-30
American State Bank (Iowa)
INCREASED28,64527,785+860+3%$2.1M$2.3M+$140.0K2026-11-03
Gen-Wealth Partners Inc
DECREASED28,41139,408-10,997-28%$3.0M$2.2M-$768.2K2026-11-04
Portside Wealth Group, LLC
INCREASED28,10924,077+4,032+17%$1.8M$2.2M+$381.5K2026-10-20
American Financial & TAX Strategies Inc
DECREASED27,93027,936-60%$2.1M$2.2M+$71.9K2026-10-16
Riverbend Wealth Management, LLC
INCREASED26,91720,349+6,568+32%$1.6M$2.1M+$572.5K2026-10-15
BlueSky Wealth Advisors, LLC
DECREASED26,64926,722-730%$2.0M$2.1M+$63.4K2026-10-29
Y-Intercept (Hong Kong) Ltd
INCREASED26,5994,270+22,329+523%$326.9K$2.1M+$1.8M2026-10-16
Archer Investment Management, LLC
DECREASED26,35527,067-712-3%$2.1M$2.1M+$13.7K2026-10-13
Ridgeline Wealth, LLC
DECREASED26,22426,401-177-1%$2.0M$2.1M+$46.8K2026-10-14
PUREfi Wealth, LLC
INCREASED26,07914,986+11,093+74%$1.1M$2.1M+$916.7K2026-10-19
Univest Financial Corp
DECREASED25,99226,021-290%$2.0M$2.1M+$65.1K2026-11-05
Ehrlich Financial Group
DECREASED25,99027,292-1,302-5%$2.1M$2.1M-$32.4K2026-10-20
Factor Wealth Management LTD
INCREASED25,96013,075+12,885+99%$1.0M$2.1M+$1.1M2026-10-08
RFG Advisory, LLC
INCREASED25,91123,723+2,188+9%$1.8M$2.1M+$234.6K2026-11-03
McAdam, LLC
DECREASED25,63825,725-870%$2.0M$2.0M+$59.7K2026-10-21
Hoxton Planning & Management, LLC
INCREASED25,37723,573+1,804+8%$1.8M$2.0M+$203.8K2026-10-15
Layline Advisors, LLC
DECREASED24,51624,964-448-2%$1.9M$1.9M+$29.2K2026-11-02
Weil Company, Inc.
DECREASED24,45625,044-588-2%$1.9M$1.9M+$18.3K2026-10-14
Wedbush Securities Inc
DECREASED24,44130,504-6,063-20%$2.3M$1.9K-$2.3M2026-10-22
First Horizon Corp
DECREASED24,40324,414-110%$1.9M$1.9M+$62.4K2026-10-26
Interchange Capital Partners, LLC
DECREASED24,28924,420-131-1%$1.9M$1.9M+$50.1K2026-10-28
Rockingstone Advisors LLC
INCREASED24,17523,875+300+1%$1.8M$1.9M+$85.6K2026-10-16
Ritholtz Wealth Management
DECREASED23,91624,178-262-1%$1.9M$1.9M+$41.9K2026-11-05
Quartz Partners, LLC
DECREASED23,74824,547-799-3%$1.9M$1.9M+$3532026-11-03
Davenport & Co LLC
INCREASED23,70120,338+3,363+17%$1.6M$1.9M+$318.8K2026-10-14
Wingate Wealth Advisors, Inc.
INCREASED23,56223,553+9+0%$1.8M$1.9M+$61.7K2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED23,32939,103-15,774-40%$3.0M$1.8M-$1.1M2026-10-19
Gibbs Wealth Management
INCREASED23,16317,405+5,758+33%$1.3M$1.8M+$500.8K2026-10-22
Rossby Financial, LCC
INCREASED23,14510,282+12,863+125%$787.1K$1.8M+$1.0M2026-11-05
Mainstream Capital Management LLC
INCREASED23,02318,547+4,476+24%$1.4M$1.8M+$402.3K2026-10-23
Portfolio Resources Advisor Group, Inc.
INCREASED22,94022,388+552+2%$1.7M$1.8M+$101.7K2026-10-20
Compound Planning, Inc.
DECREASED22,72122,920-199-1%$1.8M$1.8M+$43.6K2026-11-05
GGM Financial LLC
DECREASED22,70022,767-670%$1.7M$1.8M+$53.7K2026-11-05
Commonwealth Retirement Investments LLC
DECREASED22,65446,489-23,835-51%$3.6M$1.8M-$1.8M2026-10-26
Sowell Financial Services LLC
DECREASED22,26224,196-1,934-8%$1.9M$1.8M-$90.4K2026-10-23
Stegner Investment Associates Inc.
DECREASED22,03122,283-252-1%$1.7M$1.7M+$37.8K2026-10-15
Nicholas Hoffman & Company, Llc.
UNCHANGED21,93721,93700%$1.7M$1.7M+$56.8K2026-10-30
LexAurum Advisors, LLC
DECREASED21,76921,984-215-1%$1.7M$1.7M+$39.9K2026-10-19
Discipline Wealth Solutions, LLC
INCREASED21,38121,362+19+0%$1.6M$1.7M+$56.8K2026-10-14
Vaquero Private Wealth, LTD
DECREASED21,29321,947-654-3%$1.7M$1.7M+$5.1K2026-10-27
Essential Investment Partners LLC
NEW21,282—+21,282——$1.7M—2026-10-27
M Holdings Securities, Inc.
NEW21,260—+21,260——$1.7M—2026-11-03
Independence Bank of Kentucky
UNCHANGED21,18321,18300%$1.6M$1.7M+$54.9K2026-10-26
One Advisory Partners, LLC
DECREASED21,07821,601-523-2%$1.7M$1.7M+$14.6K2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED20,76322,008-1,245-6%$1.7M$1.6M-$41.5K2026-10-08
FWG Investments, Llc.
DECREASED20,45421,567-1,113-5%$1.7M$1.6M-$32.3K2026-11-03
Sigma Planning Corp
DECREASED20,41923,945-3,526-15%$1.8M$1.6M-$233.0K2026-10-23
Verus Capital Partners, LLC
DECREASED20,38026,138-5,758-22%$2.0M$1.6M-$388.0K2026-11-03
Aprio Wealth Management, LLC
DECREASED20,10126,029-5,928-23%$2.0M$1.6M-$401.7K2026-10-28
Walleye Partners, LLC
INCREASED19,85415,775+4,079+26%$1.2M$1.6M+$363.7K2026-10-13
PFG Advisors
DECREASED19,83420,156-322-2%$1.5M$1.6M+$26.7K2026-10-16
Innova Wealth Partners
INCREASED19,70919,191+518+3%$1.5M$1.6M+$90.7K2026-10-21
Wilkerson Advisory Group LLC
DECREASED19,57619,723-147-1%$1.5M$1.5M+$39.4K2026-10-20
McMill Wealth Management
UNCHANGED19,47319,47300%$1.5M$1.5M+$50.4K2026-11-05
Balefire, LLC
INCREASED19,45413,382+6,072+45%$1.0M$1.5M+$515.2K2026-10-09
Foundation Wealth Management, Llc\pa
DECREASED19,43920,743-1,304-6%$1.6M$1.5M-$49.5K2026-10-14
First Citizens Financial Corp
DECREASED19,10719,313-206-1%$1.5M$1.5M+$33.7K2026-10-02
Quadcap Wealth Management, LLC
DECREASED18,95418,963-90%$1.5M$1.5M+$48.4K2026-11-02
Mycio Wealth Partners, LLC
UNCHANGED18,92518,92500%$1.4M$1.5M+$49.0K2026-11-04
Asset One Wealth Management LLC
INCREASED18,8342,718+16,116+593%$214.8K$1.5M+$1.3M2026-11-02
BCU Wealth Advisors, LLC
DECREASED18,62120,073-1,452-7%$1.5M$1.5M-$62.9K2026-10-16
Powerhouse Assets LLC
DECREASED18,51218,648-136-1%$1.4M$1.5M+$37.5K2026-10-19
JDH Wealth Management, LLC
UNCHANGED18,42418,42400%$1.4M$1.5M+$47.7K2026-10-20
Westside Investment Management, Inc.
UNCHANGED18,28018,28000%$1.4M$1.4M+$47.2K2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED18,14717,626+521+3%$1.3M$1.4M+$86.9K2026-11-02
Private Trust Co NA
INCREASED18,06815,649+2,419+15%$1.2M$1.4M+$232.0K2026-10-20
Kassira Wealth Management LLC
DECREASED18,01418,086-720%$1.4M$1.4M+$41.1K2026-10-28
Mosley Wealth Management
DECREASED17,93419,083-1,149-6%$1.5M$1.4M-$41.0K2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED17,88517,88500%$1.4M$1.4M$02026-10-13
Parallel Advisors, LLC
INCREASED17,86413,252+4,612+35%$1.0M$1.4M+$399.2K2026-11-03
Sagace Wealth Management LLC
INCREASED17,76016,805+955+6%$1.3M$1.4M+$119.1K2026-10-28
Flagship Harbor Advisors, LLC
DECREASED17,67738,486-20,809-54%$2.9M$1.4M-$1.5M2026-10-26
Founders Financial Securities LLC
INCREASED17,63517,036+599+4%$1.3M$1.4M+$91.5K2026-10-28
Sound Financial Strategies Group, LLC
INCREASED17,62417,619+5+0%$1.3M$1.4M+$46.0K2026-10-30
Citizens Financial Group Inc
DECREASED17,31017,895-585-3%$1.4M$1.4M+$652026-10-23
SeedSafe Financial LLC
DECREASED16,95817,148-190-1%$1.3M$1.3M+$29.4K2026-11-02
ASL Financial, LLC
INCREASED16,86115,351+1,510+10%$1.2M$1.3M+$159.3K2026-10-15
Legacy Advisory Services, LLC
NEW16,554—+16,554——$1.3M—2026-10-20
Evanson Financial, LLC
UNCHANGED16,41016,41000%$1.3M$1.3M+$42.5K2026-10-23
Keybank National Association
DECREASED16,40023,958-7,558-32%$1.8M$1.3M-$536.1K2026-11-04
Financial Perspectives, Inc
INCREASED16,32514,018+2,307+16%$1.1M$1.3M+$218.9K2026-11-03
Claro Advisors Inc.
DECREASED16,31416,633-319-2%$1.3M$1.3M+$17.9K2026-11-02
Alterna Wealth Management, Inc
DECREASED16,05016,399-349-2%$1.3M$1.3M+$14.9K2026-10-27
Fermata Advisors, LLC
DECREASED16,04016,372-332-2%$1.3M$1.3M+$16.1K2026-10-13
Signal Advisors Wealth, LLC
DECREASED15,92816,611-683-4%$1.3M$1.3M-$11.0K2026-10-13
Unify Financial Advisors
DECREASED15,82716,698-871-5%$1.3M$1.3M-$25.7K2026-11-03
Global Wealth Management Investment Advisory, Inc.
DECREASED15,79915,970-171-1%$1.2M$1.3M+$27.9K2026-11-04
Fonville Wealth Management LLC
DECREASED15,53316,337-804-5%$1.3M$1.2M-$21.3K2026-10-28
Luts & Greenleigh Group, Inc.
DECREASED15,52715,719-192-1%$1.2M$1.2M+$25.5K2026-11-05
Blue Zone Wealth Advisors, LLC
DECREASED15,51115,701-190-1%$1.2M$1.2M+$25.6K2026-10-19
Net Worth Advisory Group
INCREASED15,44314,088+1,355+10%$1.1M$1.2M+$124.2K2026-10-20
Old National Bancorp
DECREASED15,41315,523-110-1%$1.2M$1.2M+$31.5K2026-10-20
MacKenzie Financial Corp
INCREASED15,31615,312+4+0%$1.2M$1.2M+$40.0K2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED15,20915,527-318-2%$1.2M$1.2M+$15.1K2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED15,18415,028+156+1%$1.2M$1.2M+$51.3K2026-11-04
Evergreen Capital Management LLC
UNCHANGED15,09615,09600%$1.2M$1.2M+$39.1K2026-10-23
Allegheny Financial Group
INCREASED15,03612,137+2,899+24%$929.1K$1.2M+$260.8K2026-11-05
Fairvoy Private Wealth, LLC
INCREASED15,01311,808+3,205+27%$903.9K$1.2M+$284.2K2026-10-19
Hardin Capital Partners, LLC
INCREASED14,74113,258+1,483+11%$1.0M$1.2M+$151.3K2026-10-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED14,73414,359+375+3%$1.1M$1.2M+$66.9K2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED14,66415,370-706-5%$1.2M$1.2M-$16.1K2026-10-14
Atlantic Edge Private Wealth Management, LLC
DECREASED14,65515,280-625-4%$1.2M$1.2M-$9.9K2026-10-20
Northland Securities, Inc.
DECREASED14,51215,211-699-5%$1.2M$1.1M-$15.9K2026-11-02
First Heartland Consultants, Inc.
DECREASED14,50715,177-670-4%$1.2M$1.1M-$13.7K2026-10-08
J. Derek Lewis & Associates Inc.
DECREASED14,49915,703-1,204-8%$1.2M$1.1M-$54.6K2026-11-03
Falcon Wealth Planning
DECREASED14,34314,503-160-1%$1.1M$1.1M+$24.9K2026-11-06
Hazlett, Burt & Watson, Inc.
INCREASED14,3339,355+4,978+53%$522.2K$905.2K+$383.0K2026-11-04
Fiduciary Advisors, Inc.
UNCHANGED14,28514,28500%$1.1M$1.1M+$37.0K2026-10-16
Ascentis Wealth Management, LLC
INCREASED14,23912,083+2,156+18%$925.0K$1.1M+$201.9K2026-11-03
Latitude Advisors, LLC
DECREASED13,86919,128-5,259-27%$1.5M$1.1M-$366.6K2026-10-27
Horizon Wealth Management, LLC
DECREASED13,75117,475-3,724-21%$1.3M$1.1M-$249.5K2026-11-02
ARK & TLK Investments, LLC
UNCHANGED13,67313,67300%$1.0M$1.1M+$35.4K2026-10-20
Keeler Thomas Management LLC
NEW13,629—+13,629——$1.1M—2026-10-29
Moors & Cabot, Inc.
INCREASED13,57612,077+1,499+12%$924.5K$1.1M+$149.9K2026-11-06
Two West Capital Advisors LLC
INCREASED13,54612,893+653+5%$1.0M$1.1M+$74.0K2026-10-15
InvesTrust
DECREASED13,36622,235-8,869-40%$1.7M$1.1M-$644.3K2026-10-14
NWF Advisory Services Inc.
INCREASED13,3209,814+3,506+36%$751.3K$1.1M+$302.9K2026-10-19
Valeo Financial Advisors, LLC
UNCHANGED13,31513,31500%$1.0M$1.1M+$34.5K2026-10-08
Daviman Financial, LLC
DECREASED13,29315,345-2,052-13%$1.2M$1.1M-$122.6K2026-11-06
Mission Wealth Management, LP
DECREASED13,11613,805-689-5%$1.1M$1.0M-$18.8K2026-10-15
J.M. Arbour, LLC
DECREASED13,07913,595-516-4%$1.0M$1.0M-$5.7K2026-11-05
Asset Dedication, LLC
DECREASED13,06913,315-246-2%$1.0M$1.0M+$15.0K2026-11-03
O'Connor Financial Group LLC
DECREASED13,01013,329-319-2%$1.0M$1.0M+$9.3K2026-10-26
WealthPlan Investment Management, LLC
DECREASED12,96013,040-80-1%$998.2K$1.0M+$27.4K2026-10-15
Capital Investment Advisory Services, LLC
INCREASED12,81812,812+6+0%$980.8K$1.0M+$43.4K2026-10-30
Financial Management Professionals, Inc.
INCREASED12,74412,070+674+6%$924.0K$1.0M+$84.6K2026-10-23
Silverlake Wealth Management LLC
INCREASED12,59210,249+2,343+23%$784.6K$996.6K+$212.0K2026-10-21
Stackstone Wealth, LLC
NEW12,591—+12,591——$996.5K—2026-10-19
Washington Trust Co
DECREASED12,58212,704-122-1%$972.5K$995.7K+$23.2K2026-10-22
Opinicus Capital, Inc.
DECREASED12,31112,614-303-2%$965.6K$974.3K+$8.7K2026-10-28
25 LLC
UNCHANGED12,23412,23400%$936.5K$968.2K+$31.7K2026-10-13
Tempus Wealth Planning, LLC
DECREASED11,99213,119-1,127-9%$1.0M$949.1K-$55.2K2026-10-14
B.O.S.S. Retirement Advisors, LLC
DECREASED11,97912,884-905-7%$986.2K$948.0K-$38.2K2026-10-26
Heritage Family Offices, LLP
DECREASED11,92512,622-697-6%$966.2K$943.7K-$22.5K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED11,84525,679-13,834-54%$2.0M$937.5K-$1.0M2026-10-14
Keystone Wealth Services, LLC
INCREASED11,80411,081+723+7%$848.3K$939.9K+$91.7K2026-11-03
Personal CFO Solutions, LLC
NEW11,769—+11,769——$931.4K—2026-11-06
Brighton Jones LLC
INCREASED11,7519,349+2,402+26%$715.6K$930.0K+$214.3K2026-11-03
Vanguard Capital Wealth Advisors
NEW11,629—+11,629——$920.3K—2026-10-16
Traveka Wealth, LLC
INCREASED11,50310,414+1,089+10%$797.2K$910.3K+$113.2K2026-10-19
Krilogy Financial LLC
INCREASED11,4969,080+2,416+27%$695.0K$898.4K+$203.3K2026-10-13
Fiduciary Alliance LLC
DECREASED11,45411,605-151-1%$888.3K$906.4K+$18.1K2026-10-13
Russell Investments Group, Ltd.
INCREASED11,1748,913+2,261+25%$682.3K$884.2K+$202.0K2026-11-06
Cooper Financial Group
DECREASED11,15211,789-637-5%$902.5K$882.6K-$19.9K2026-10-07
Mission Financial Group, LLC
INCREASED11,14210,858+284+3%$831.2K$881.8K+$50.6K2026-10-21
Beacon Financial Advisory LLC
DECREASED10,93714,297-3,360-23%$1.1M$865.6K-$228.9K2026-10-16
Childress Capital Advisors, LLC
UNCHANGED10,90010,90000%$834.4K$862.6K+$28.2K2026-10-28
RCS Financial Planning, LLC
DECREASED10,83511,678-843-7%$893.9K$857.5K-$36.5K2026-10-14
Fort Washington Investment Advisors Inc
DECREASED10,62211,158-536-5%$854.1K$840.6K-$13.5K2026-10-15
Arcadia Wealth Management, LLC
DECREASED10,61014,916-4,306-29%$1.1M$839.7K-$302.2K2026-10-22
Accelerate Investment Advisors LLC
DECREASED10,58514,839-4,254-29%$1.1M$837.7K-$298.2K2026-11-02
Foster Group, Inc.
DECREASED10,53710,683-146-1%$817.8K$833.9K+$16.1K2026-10-13
Aspire Private Capital, LLC
DECREASED10,39311,254-861-8%$861.5K$822.5K-$39.0K2026-11-05
Lloyd Advisory Services, Llc.
DECREASED10,38510,482-97-1%$802.4K$821.9K+$19.5K2026-11-02
Laurel OAK Wealth Management, LLC
UNCHANGED10,36810,36800%$793.7K$820.5K+$26.9K2026-10-19
Midwest Trust Co
INCREASED10,3598,425+1,934+23%$644.9K$819.8K+$174.9K2026-10-22
Mather Group, Llc.
INCREASED10,2876,775+3,512+52%$518.6K$814.1K+$295.5K2026-10-14
Accurate Wealth Management, LLC
DECREASED10,28510,799-514-5%$846.6K$810.9K-$35.6K2026-10-20
Goelzer Investment Management, Inc.
DECREASED10,22610,241-150%$783.9K$809.3K+$25.3K2026-10-16
Fragasso Financial Advisors Inc
UNCHANGED10,21910,21900%$782.3K$799.1K+$16.8K2026-10-13
Waldron Private Wealth LLC
DECREASED10,18510,649-464-4%$815.2K$806.1K-$9.1K2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED10,16110,16100%$777.8K$804.1K+$26.3K2026-10-15
StoneX Group Inc.
INCREASED10,1245,231+4,893+94%$400.4K$801.2K+$400.8K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED10,08510,951-866-8%$838.3K$798.1K-$40.1K2026-10-23
Pettinga Financial Advisors LLC
DECREASED9,92610,540-614-6%$806.8K$785.5K-$21.3K2026-10-13
Raleigh Capital Management Inc.
INCREASED9,8579,718+139+1%$743.9K$780.1K+$36.2K2026-10-28
Samalin Investment Counsel, LLC
INCREASED9,8499,102+747+8%$696.7K$779.4K+$82.7K2026-10-23
Ariadne Wealth Management, LP
UNCHANGED9,8459,84500%$753.6K$779.1K+$25.5K2026-11-06
Wealth Quarterback LLC
DECREASED9,81710,136-319-3%$775.9K$776.9K+$1.1K2026-10-20
RHS Financial, LLC
INCREASED9,7449,713+31+0%$743.5K$771.1K+$27.6K2026-10-13
Core Wealth Advisors, LLC
DECREASED9,74011,621-1,881-16%$889.6K$770.8K-$118.7K2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED9,6618,913+748+8%$682.3K$764.6K+$82.3K2026-10-13
Certuity, LLC
DECREASED9,61310,080-467-5%$771.6K$760.7K-$10.9K2026-11-02
FSA Wealth Partners, Inc.
NEW9,605—+9,605——$760.1K—2026-10-26
PCG Asset Management, LLC
NEW9,535—+9,535——$754.6K—2026-11-05
Bryn Mawr Trust Advisors, LLC
UNCHANGED9,4559,45500%$723.8K$748.3K+$24.5K2026-11-04
Motive Wealth Advisors
UNCHANGED9,4379,43700%$722.4K$746.8K+$24.4K2026-10-26
JFS Wealth Advisors, LLC
DECREASED9,38110,784-1,403-13%$825.5K$742.4K-$83.1K2026-11-03
Altfest L J & Co Inc
DECREASED9,3069,479-173-2%$725.6K$736.5K+$10.8K2026-10-27
Facet Wealth, Inc.
DECREASED9,2879,351-64-1%$715.8K$735.0K+$19.2K2026-11-04
Lodestone Wealth Management LLC
INCREASED9,0218,982+39+0%$687.6K$713.9K+$26.3K2026-10-14
Montag A & Associates Inc
INCREASED8,841172+8,669+5040%$13.2K$699.7K+$686.5K2026-10-29
Intrua Financial, LLC
DECREASED8,81910,715-1,896-18%$820.2K$697.9K-$122.3K2026-10-28
Bison Wealth, LLC
DECREASED8,6768,896-220-2%$698.2K$678.0K-$20.2K2026-10-13
Decker Retirement Planning Inc.
DECREASED8,6689,763-1,095-11%$747.4K$686.0K-$61.4K2026-10-19
Axxcess Wealth Management, LLC
INCREASED8,6026,794+1,808+27%$520.1K$680.8K+$160.7K2026-10-21
Milestone Asset Management Group, LLC
UNCHANGED8,5628,56200%$655.4K$677.6K+$22.2K2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED8,5588,55800%$655.1K$677.3K+$22.2K2026-10-21
Hutchens & Kramer Investment Management Group, LLC
DECREASED8,5399,991-1,452-15%$764.8K$675.8K-$89.0K2026-10-16
Visionary Wealth Advisors
UNCHANGED8,4668,46600%$648.0K$670.0K+$21.9K2026-11-04
Signature Equity Partners, LLC
INCREASED8,4521,453+6,999+482%$111.2K$668.9K+$557.7K2026-10-29
Sutton Place Investors LLC
DECREASED8,4308,473-43-1%$648.6K$667.2K+$18.5K2026-10-20
Baker Tilly Wealth Management, LLC
DECREASED8,4298,924-495-6%$683.1K$667.1K-$16.1K2026-10-05
GHP Investment Advisors, Inc.
UNCHANGED8,2848,28400%$634.1K$655.6K+$21.5K2026-10-15
Aurelius Family Office LLC
DECREASED8,2608,550-290-3%$654.5K$653.7K-$8052026-10-23
Spectrum Advisors, Inc.
DECREASED8,2558,399-144-2%$643.0K$653.3K+$10.4K2026-11-03
Physician Wealth Advisors, Inc.
DECREASED8,2438,583-340-4%$657.0K$652.4K-$4.7K2026-10-20
Centennial Advisors, LLC
DECREASED8,2218,703-482-6%$666.2K$650.6K-$15.6K2026-10-21
Diversified Management Inc
UNCHANGED8,0738,07300%$618.0K$638.9K+$20.9K2026-10-08
CGN Advisors LLC
INCREASED8,0677,953+114+1%$608.8K$638.4K+$29.6K2026-10-21
Essex Bank
DECREASED8,0528,504-452-5%$650.9K$637.2K-$13.7K2026-10-16
Friday Financial
INCREASED7,8887,651+237+3%$597.7K$614.3K+$16.6K2026-10-09
Cherry Tree Wealth Management, LLC
DECREASED7,7938,737-944-11%$668.8K$616.7K-$52.1K2026-10-15
Harbour Capital Advisors, LLC
UNCHANGED7,7097,70900%$604.3K$610.1K+$5.8K2026-10-13
Creative Capital Management Investments LLC
UNCHANGED7,5907,59000%$581.0K$600.7K+$19.7K2026-10-28
HUB Investment Partners, LLC
INCREASED7,5306,247+1,283+21%$478.2K$595.9K+$117.7K2026-11-03
Balance Wealth Partners LLC
UNCHANGED7,5157,51500%$575.3K$594.7K+$19.4K2026-10-27
Uptick Partners, LLC
INCREASED7,5067,385+121+2%$565.3K$594.0K+$28.7K2026-11-04
GFS Advisors, LLC
INCREASED7,4827,406+76+1%$938.2K$592.0K-$346.2K2026-11-03
Cornerstone Advisors Asset Management, LLC
UNCHANGED7,4807,48000%$572.6K$591.9K+$19.4K2026-11-06
Semus Wealth Partners LLC
INCREASED7,4567,031+425+6%$538.2K$590.0K+$51.8K2026-10-22
Lauterbach Financial Advisors, LLC
INCREASED7,4276,987+440+6%$534.8K$587.8K+$52.9K2026-10-21
Cassilly Financial Group LLC
DECREASED7,3617,363-20%$563.6K$582.6K+$18.9K2026-10-07
Wedmont Private Capital
INCREASED7,2904,036+3,254+81%$316.4K$568.4K+$252.0K2026-10-09
Beacon Financial Group
INCREASED7,2797,276+3+0%$557.0K$576.1K+$19.1K2026-10-19
Novem Group
INCREASED7,2736,473+800+12%$495.5K$575.6K+$80.1K2026-10-19
Security Financial Services, Inc.
DECREASED7,2497,715-466-6%$590.6K$573.7K-$16.9K2026-10-29
Aerodigm Wealth, LLC
INCREASED7,1776,543+634+10%$500.9K$568.0K+$67.1K2026-10-16
SBK Financial, Inc.
UNCHANGED7,1657,16500%$548.5K$567.1K+$18.6K2026-11-02
Heck Capital Advisors, LLC
NEW7,086—+7,086——$560.8K—2026-10-14
SwitchPoint Financial Planning, LLC
INCREASED7,0616,415+646+10%$491.1K$558.8K+$67.7K2026-11-02
Michels Family Financial, LLC
DECREASED6,9867,065-79-1%$540.8K$552.8K+$12.0K2026-11-02
Avantra Family Wealth, Inc.
DECREASED6,9297,081-152-2%$542.1K$548.4K+$6.3K2026-10-20
Kestra Investment Management, LLC
DECREASED6,9209,291-2,371-26%$711.2K$547.7K-$163.6K2026-11-04
LifeSteps Financial, Inc.
INCREASED6,872832+6,040+726%$63.7K$543.8K+$480.1K2026-10-15
MSH Capital Advisors LLC
DECREASED6,8457,044-199-3%$539.2K$541.7K+$2.5K2026-11-03
Montis Financial, LLC
DECREASED6,8367,036-200-3%$538.6K$541.0K+$2.4K2026-11-04
Gamma Investing LLC
INCREASED6,8045,186+1,618+31%$397.0K$538.5K+$141.5K2026-10-08
Trust Co of Vermont
UNCHANGED6,7016,70100%$513.0K$530.3K+$17.4K2026-10-21
Lifelong Wealth Advisors, Inc.
DECREASED6,6909,269-2,579-28%$709.5K$529.4K-$180.1K2026-10-19
Aegis Wealth Management, Inc.
INCREASED6,6765,790+886+15%$443.2K$528.3K+$85.1K2026-10-26
Well Done, LLC
INCREASED6,6296,605+24+0%$505.6K$524.6K+$19.0K2026-10-20
Midwest Heritage Bank, FSB
UNCHANGED6,6026,60200%$505.4K$522.5K+$17.1K2026-10-26
Partners Wealth Management, LLC
NEW6,407—+6,407——$507.1K—2026-10-28
Fisher Asset Management, LLC
DECREASED6,37710,656-4,279-40%$815.7K$504.7K-$311.0K2026-11-06
Legacy Wealth Partners, LLC
DECREASED6,3767,131-755-11%$545.9K$504.6K-$41.3K2026-10-15
Integrated Advisors Network LLC
NEW6,374—+6,374——$504.5K—2026-10-20
Trust Point Inc.
UNCHANGED6,3696,36900%$487.5K$504.0K+$16.5K2026-10-27
Allegiance Financial Group Advisory Services LLC
UNCHANGED6,3376,33700%$485.1K$501.5K+$16.4K2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED6,3329,860-3,528-36%$754.8K$501.1K-$253.7K2026-11-04
Aaron Wealth Advisors LLC
UNCHANGED6,3316,33100%$484.7K$501.1K+$16.4K2026-10-13
MassMutual Private Wealth & Trust, FSB
UNCHANGED6,3006,30000%$482.3K$498.6K+$16.3K2026-10-05
Squire Investment Management Company, LLC
UNCHANGED6,2226,22200%$476.3K$492.4K+$16.1K2026-11-03
Cassaday & Co Wealth Management LLC
DECREASED6,2148,320-2,106-25%$636.9K$491.8K-$145.1K2026-10-27
Pines Wealth Management, LLC
INCREASED6,2056,099+106+2%$466.9K$491.1K+$24.2K2026-10-21
Wright Wealth LLC
DECREASED6,1546,365-211-3%$487.2K$487.0K-$2262026-10-29
True Private Wealth Advisors
DECREASED6,1276,244-117-2%$478.0K$485.0K+$7.0K2026-10-19
Quarry Hill Advisors, LLC
UNCHANGED6,1206,12000%$468.5K$484.3K+$15.9K2026-11-04
Basso Capital Management, L.P.
UNCHANGED6,0676,06700%$464.4K$480.1K+$15.7K2026-10-30
Tanglewood Wealth Management, Inc.
UNCHANGED5,9725,97200%$457.2K$472.6K+$15.5K2026-10-23
A4 Wealth Advisors LLC
DECREASED5,9486,564-616-9%$502.5K$470.7K-$31.7K2026-10-20
Hilltop National Bank
UNCHANGED5,8765,87600%$449.8K$465.0K+$15.2K2026-10-14
Fifth Third Securities, Inc.
NEW5,875—+5,875——$465.0K—2026-10-21
Center for Financial Planning, Inc.
UNCHANGED5,8615,86100%$448.7K$463.8K+$15.2K2026-10-26
BAM Wealth Management, LLC
INCREASED5,7985,267+531+10%$403.2K$458.9K+$55.7K2026-10-15
Capstone Wealth Management, LLC
UNCHANGED5,7695,76900%$441.6K$456.6K+$14.9K2026-11-02
Hippocratic Financial Advisors, LLC
UNCHANGED5,7555,75500%$440.5K$455.5K+$14.9K2026-10-13
Americana Partners, LLC
INCREASED5,7525,746+6+0%$439.9K$455.2K+$15.4K2026-10-28
Conning Inc.
UNCHANGED5,6705,67000%$434.0K$448.7K+$14.7K2026-10-27
Crescent Grove Advisors, LLC
UNCHANGED5,6225,62200%$430.4K$444.9K+$14.6K2026-10-21
Cap Partners, LLC
DECREASED5,5775,579-20%$427.1K$441.4K+$14.3K2026-10-19
Meridian Wealth Management, LLC
DECREASED5,5155,842-327-6%$447.2K$436.5K-$10.7K2026-11-05
Intelligence Driven Advisers, LLC
UNCHANGED5,4145,41400%$414.4K$428.5K+$14.0K2026-10-09
Carmel Capital Partners, LLC
NEW5,384—+5,384——$426.1K—2026-11-03
XY Planning Network, Inc.
INCREASED5,3815,157+224+4%$394.8K$425.9K+$31.1K2026-10-14
Alpine Bank Wealth Management
UNCHANGED5,2585,25800%$402.5K$416.1K+$13.6K2026-10-16
World Equity Group, Inc.
DECREASED5,2579,658-4,401-46%$739.3K$416.1K-$323.2K2026-10-14
Cornerstone Wealth Management, LLC
DECREASED5,2505,572-322-6%$426.5K$415.4K-$11.1K2026-11-04
International Assets Investment Management, LLC
INCREASED5,2404,141+1,099+27%$316.4K$408.1K+$91.7K2026-11-02
Sage Mountain Advisors LLC
UNCHANGED5,1995,19900%$398.0K$411.4K+$13.5K2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED5,1824,718+464+10%$361.1K$410.1K+$48.9K2026-10-20
Institute for Wealth Management, Llc.
INCREASED5,1565,132+24+0%$392.9K$408.0K+$15.2K2026-11-06
Cape Investment Advisory, Inc.
INCREASED5,1094,108+1,001+24%$314.5K$404.3K+$89.9K2026-10-13
Global View Capital Management LLC
INCREASED5,1044,178+926+22%$319.8K$403.9K+$84.1K2026-10-28
Town Capital LLC
DECREASED5,1035,612-509-9%$429.6K$403.9K-$25.7K2026-11-03
Reap Financial Group, LLC
DECREASED5,0835,440-357-7%$416.5K$402.3K-$14.2K2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED5,0823,547+1,535+43%$271.6K$402.2K+$130.6K2026-10-29
SeaCrest Wealth Management, LLC
INCREASED5,0504,995+55+1%$382.4K$399.7K+$17.3K2026-10-21
James J. Burns & Company, LLC
UNCHANGED5,0495,04900%$386.5K$399.6K+$13.1K2026-10-22
Elevation Wealth Management LLC
DECREASED4,9685,069-101-2%$388.0K$393.1K+$5.1K2026-11-02
First Citizens Asset Management, Inc.
DECREASED4,9595,011-52-1%$383.6K$392.5K+$8.9K2026-11-06
Hobbs Wealth Management, LLC
DECREASED4,9145,253-339-6%$402.1K$388.9K-$13.2K2026-10-20
Stonebridge Financial Group, LLC
DECREASED4,8704,887-170%$374.1K$385.4K+$11.3K2026-10-01
Calamos Wealth Management LLC
INCREASED4,8684,782+86+2%$366.1K$385.3K+$19.2K2026-11-02
Index Fund Advisors, Inc.
DECREASED4,8444,948-104-2%$378.8K$383.4K+$4.6K2026-11-05
Sanchez Gaunt Capital Management, LLC
INCREASED4,7844,291+493+11%$328.5K$378.6K+$50.1K2026-11-03
Elevation Wealth Partners, LLC
UNCHANGED4,7644,76400%$364.7K$377.0K+$12.3K2026-10-07
Marino, Stram & Associates LLC
DECREASED4,6645,191-527-10%$397.4K$369.1K-$28.3K2026-10-22
Fiscal Wisdom Wealth Management, LLC
INCREASED4,6624,595+67+1%$351.7K$369.0K+$17.2K2026-10-16
Flagstar Securities, Inc
DECREASED4,6564,728-72-2%$362.0K$368.4K+$6.5K2026-10-15
Stirlingshire Investments, Inc.
DECREASED4,6555,236-581-11%$400.8K$368.4K-$32.4K2026-11-05
Shotwell Rutter Baer Inc
DECREASED4,6084,805-197-4%$367.8K$364.7K-$3.1K2026-10-14
Kelly Financial Group LLC
INCREASED4,5974,593+4+0%$351.6K$363.8K+$12.2K2026-10-16
Culbertson A N & Co Inc
UNCHANGED4,5954,59500%$351.7K$363.6K+$11.9K2026-10-21
Legacy Wealth Asset Management, LLC
UNCHANGED4,5934,59300%$351.6K$363.5K+$11.9K2026-10-09
Cambridge Financial Group, LLC
UNCHANGED4,5894,58900%$351.3K$351.3K$02026-10-06
Palisade Asset Management, LLC
DECREASED4,5787,482-2,904-39%$572.7K$362.3K-$210.4K2026-11-03
Soltis Investment Advisors LLC
INCREASED4,5492,912+1,637+56%$223.0K$360.0K+$137.0K2026-10-28
Lantern Wealth Advisors, LLC
DECREASED4,5285,971-1,443-24%$457.1K$358.4K-$98.7K2026-10-22
Rasp Wealth Solutions, LLC
INCREASED4,5124,043+469+12%$309.5K$357.1K+$47.6K2026-11-06
Advisor OS, LLC
DECREASED4,4786,819-2,341-34%$521.9K$354.4K-$167.5K2026-11-03
Able Financial Group, LLC
NEW4,448—+4,448——$352.0K—2026-10-14
Washington Trust Bank
INCREASED4,4122,854+1,558+55%$218.5K$349.2K+$130.7K2026-11-03
Glenview Trust Co
DECREASED4,3924,647-255-5%$355.7K$347.6K-$8.1K2026-10-28
Canandaigua National Bank & Trust Co
UNCHANGED4,3384,33800%$332.1K$343.3K+$11.2K2026-10-07
Dala Group, LLC
UNCHANGED4,2804,28000%$327.6K$338.7K+$11.1K2026-10-29
Arlington Trust Co LLC
UNCHANGED4,2584,25800%$326.0K$337.0K+$11.0K2026-10-20
O'Keefe Stevens Advisory, Inc.
UNCHANGED4,2404,24000%$324.6K$335.6K+$11.0K2026-10-09
Focused Alpha, LLC
INCREASED4,2064,056+150+4%$310.5K$332.9K+$22.4K2026-10-20
Venture Visionary Partners LLC
INCREASED4,1953,978+217+5%$304.5K$332.0K+$27.5K2026-10-07
Busey Bank
UNCHANGED4,1834,18300%$320.2K$331.0K+$10.8K2026-10-26
Milestone Investment Advisors LLC
DECREASED4,1244,247-123-3%$325.1K$326.4K+$1.3K2026-11-05
Moneco Advisors, LLC
DECREASED4,1054,939-834-17%$378.1K$324.9K-$53.2K2026-11-05
Monument Capital Management
DECREASED4,1014,415-314-7%$338.0K$324.6K-$13.4K2026-10-09
Prosperity Planning, Inc.
DECREASED4,0834,173-90-2%$319.4K$323.1K+$3.7K2026-10-09
Gainline Financial Partners, LLC
UNCHANGED4,0814,08100%$312.4K$323.0K+$10.6K2026-10-15
Legacy Edge Advisors, LLC
INCREASED4,0443,922+122+3%$300.2K$320.0K+$19.8K2026-11-06
Liberty Atlantic Advisors LLC
DECREASED4,0074,286-279-7%$328.1K$317.1K-$11.0K2026-10-14
LongView Wealth Management
DECREASED3,9714,389-418-10%$336.0K$314.3K-$21.7K2026-10-19
Versant Capital Management, Inc
UNCHANGED3,9053,90500%$298.9K$309.0K+$10.1K2026-10-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED3,8523,602+250+7%$275.8K$304.8K+$29.1K2026-10-29
Compass Financial Group, Inc. (Ohio)
DECREASED3,8284,072-244-6%$311.7K$302.9K-$8.8K2026-10-19
Valmark Advisers, Inc.
INCREASED3,8223,565+257+7%$272.9K$302.4K+$29.6K2026-11-06
Nations Financial Group Inc,
DECREASED3,8125,605-1,793-32%$429.1K$301.7K-$127.4K2026-11-05
Merkkuri Wealth Advisors LLC
DECREASED3,8044,270-466-11%$326.9K$301.1K-$25.8K2026-11-03
Bedminster, LLC
DECREASED3,8015,009-1,208-24%$383.4K$300.8K-$82.6K2026-11-04
Blue Capital, Inc.
DECREASED3,7873,822-35-1%$292.6K$299.7K+$7.2K2026-10-13
Next Level Private LLC
INCREASED3,7833,747+36+1%$286.8K$299.4K+$12.6K2026-10-20
Adirondack Capital Advisors, LLC
DECREASED3,7783,816-38-1%$292.1K$299.0K+$6.9K2026-10-09
Spinnaker Investment Group, LLC
DECREASED3,7743,955-181-5%$302.8K$298.7K-$4.1K2026-10-13
Obermeyer Wealth Partners
UNCHANGED3,7613,76100%$287.9K$297.6K+$9.7K2026-10-21
Winthrop Advisory Group LLC
DECREASED3,7604,160-400-10%$318.4K$297.6K-$20.8K2026-10-22
Lockerman Financial Group, Inc.
INCREASED3,7563,381+375+11%$258.8K$297.3K+$38.4K2026-10-19
Davidson Trust Co
UNCHANGED3,7033,70300%$283.5K$293.1K+$9.6K2026-10-09
Synergy Asset Management, LLC
INCREASED3,6532,902+751+26%$222.1K$289.1K+$67.0K2026-11-05
SmartHarvest Portfolios, LLC
INCREASED3,6453,607+38+1%$276.1K$288.5K+$12.3K2026-10-26
Pacific Asset Management, LLC
UNCHANGED3,6383,63800%$278.5K$287.9K+$9.4K2026-10-15
Clark Asset Management, LLC
INCREASED3,6312,901+730+25%$222.0K$287.3K+$65.3K2026-10-19
MKT Advisors LLC
UNCHANGED3,6053,60500%$281.6K$281.1K-$5412026-10-20
Nixon Peabody Trust Co
DECREASED3,5753,618-43-1%$277.0K$282.9K+$6.0K2026-10-23
Radnor Capital Management, LLC
UNCHANGED3,5613,56100%$272.6K$281.8K+$9.2K2026-10-23
Atlatl Advisers LLC
DECREASED3,5604,632-1,072-23%$354.6K$281.7K-$72.8K2026-10-22
Trilogy Capital Inc.
DECREASED3,5513,631-80-2%$278.0K$281.0K+$3.1K2026-10-20
Sound Income Strategies, LLC
DECREASED3,48310,975-7,492-68%$840.1K$271.6K-$568.5K2026-10-09
Simon Quick Advisors, LLC
UNCHANGED3,4543,45400%$264.4K$273.4K+$8.9K2026-10-26
Huntleigh Advisors, Inc.
UNCHANGED3,4403,44000%$263.3K$272.2K+$8.9K2026-11-03
Capital Investment Advisors, LLC
INCREASED3,4083,064+344+11%$234.6K$269.7K+$35.1K2026-10-22
Gordian Advisors LLC
INCREASED3,4073,032+375+12%$232.1K$269.7K+$37.5K2026-10-30
Journey Advisory Group, LLC
INCREASED3,3582,617+741+28%$200.3K$265.8K+$65.4K2026-11-04
Foundry Financial Group, Inc.
DECREASED3,3176,756-3,439-51%$517.2K$262.5K-$254.7K2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED3,3093,30900%$262.9K$262.3K-$5292026-10-21
Atlas Private Wealth Advisors
UNCHANGED3,2873,28700%$251.6K$260.1K+$8.5K2026-10-23
American National Bank & Trust
UNCHANGED3,2623,26200%$249.7K$258.2K+$8.4K2026-10-07
City Holding Co
UNCHANGED3,2603,26000%$249.5K$258.0K+$8.4K2026-10-19
Commonwealth Financial Services, LLC
DECREASED3,2573,295-38-1%$252.2K$257.7K+$5.5K2026-10-20
Instrumental Wealth, LLC
INCREASED3,2443,172+72+2%$242.8K$256.8K+$13.9K2026-10-20
Networth Advisors, LLC
DECREASED3,2373,748-511-14%$286.9K$256.2K-$30.8K2026-11-03
Oarsman Capital, Inc.
INCREASED3,2143,168+46+1%$242.5K$254.4K+$11.8K2026-11-05
LVW Advisors, LLC
DECREASED3,1984,048-850-21%$309.9K$253.1K-$56.8K2026-10-19
Fidelity D & D Bancorp Inc
DECREASED3,1764,581-1,405-31%$350.7K$251.3K-$99.3K2026-11-05
Arwa LLC
UNCHANGED3,1573,15700%$248.2K$248.9K+$6952026-10-21
Root Financial Partners, LLC
NEW3,155—+3,155——$249.7K—2026-10-21
Madson Wealth Advisors Inc
DECREASED3,1176,427-3,310-51%$492.0K$246.7K-$245.4K2026-10-13
Entrewealth, LLC
UNCHANGED3,0973,09700%$252.9K$245.1K-$7.7K2026-10-14
Symphony Financial, Ltd. Co.
INCREASED3,0643,027+37+1%$231.8K$244.0K+$12.3K2026-10-22
Strategy Asset Managers LLC
DECREASED3,0473,420-373-11%$261.8K$241.1K-$20.7K2026-10-14
Avestar Capital, LLC
INCREASED3,0433,002+41+1%$229.8K$240.8K+$11.0K2026-10-28
Optimist Retirement Group LLC
UNCHANGED3,0283,02800%$231.8K$239.6K+$7.8K2026-10-30
Frontier Asset Management, LLC
DECREASED3,0163,101-85-3%$237.4K$238.7K+$1.3K2026-10-28
Integral Investment Advisors, Inc.
UNCHANGED3,0003,00000%$229.7K$237.4K+$7.8K2026-11-03
Eclectic Associates Inc
UNCHANGED2,9922,99200%$229.0K$236.8K+$7.7K2026-10-09
Bahl & Gaynor LLC
UNCHANGED2,9772,97700%$227.9K$235.6K+$7.7K2026-11-05
Acorn Wealth Advisors, LLC
DECREASED2,9623,023-61-2%$231.4K$234.4K+$3.0K2026-10-19
Avior Wealth Management, LLC
DECREASED2,9373,104-167-5%$237.6K$232.4K-$5.2K2026-10-13
Dynamic Advisor Solutions LLC
NEW2,908—+2,908——$230.2K—2026-10-13
Shearwater Capital LLC
UNCHANGED2,8982,89800%$221.8K$229.3K+$7.5K2026-10-13
AdvisorNet Financial, Inc
DECREASED2,8692,890-21-1%$221.2K$225.0K+$3.8K2026-10-15
Klein Pavlis & Peasley Financial, Inc.
NEW2,857—+2,857——$226.1K—2026-10-13
Piedmont Capital Management, LLC
UNCHANGED2,8532,85300%$218.4K$225.8K+$7.4K2026-10-21
Summit Global Investments
UNCHANGED2,8502,85000%$218.0K$226-$217.8K2026-10-28
Summit Wealth Group LLC / Co
INCREASED2,8432,741+102+4%$209.8K$225.0K+$15.2K2026-10-29
Grey Fox Wealth Advisors, LLC
NEW2,833—+2,833——$224.2K—2026-11-03
Pinnacle Associates LTD
NEW2,826—+2,826——$223.6K—2026-10-20
OAK Family Advisors, LLC
UNCHANGED2,8202,82000%$215.9K$223.2K+$7.3K2026-10-19
Sapient Capital LLC
UNCHANGED2,8082,80800%$215.0K$222.2K+$7.3K2026-10-08
Cannon Financial Strategists, Inc.
INCREASED2,7702,734+36+1%$209.3K$219.2K+$9.9K2026-10-19
Richmond Investment Services, LLC
NEW2,765—+2,765——$218.8K—2026-10-29
Hobart Private Capital, LLC
NEW2,764—+2,764——$218.7K—2026-10-19
Moisand Fitzgerald Tamayo, LLC
DECREASED2,7602,930-170-6%$224.3K$218.4K-$5.9K2026-10-15
Ballentine Capital Advisors, Inc
UNCHANGED2,7542,75400%$210.8K$218.0K+$7.1K2026-10-14
Kuhn & Co Investment Counsel
NEW2,731—+2,731——$216.1K—2026-10-29
Diversified Trust Co
DECREASED2,7134,158-1,445-35%$318.4K$214.7K-$103.7K2026-11-06
Total Clarity Wealth Management, Inc.
NEW2,691—+2,691——$213.0K—2026-10-26
Great Lakes Advisors, LLC
UNCHANGED2,6792,67900%$205.1K$212.0K+$6.9K2026-11-06
Fulton Bank, N.A.
UNCHANGED2,6772,67700%$204.9K$211.9K+$6.9K2026-10-14
Dynamic Financial Group
DECREASED2,6762,726-50-2%$208.7K$211.8K+$3.1K2026-10-28
Bayban
UNCHANGED2,6392,63900%$202.0K$202.0K$02026-11-05
Courage Miller Partners, LLC
NEW2,600—+2,600——$205.8K—2026-10-21
JGP Wealth Management, LLC
DECREASED2,5972,677-80-3%$204.9K$205.5K+$6032026-10-13
BCS Wealth Management
NEW2,596—+2,596——$205.4K—2026-11-03
Lutz Financial Services LLC
NEW2,591—+2,591——$205.1K—2026-11-06
Canandaigua National Trust Co of Florida
NEW2,585—+2,585——$204.6K—2026-10-07
Center For Asset Management LLC
NEW2,582—+2,582——$204.3K—2026-10-16
Retirement Solution LLC
NEW2,560—+2,560——$202.6K—2026-10-27
Private Client Services, LLC
NEW2,545—+2,545——$201.4K—2026-10-02
Procyon Advisors, LLC
NEW2,539—+2,539——$200.9K—2026-10-21
Rosenberg Matthew Hamilton
DECREASED2,5352,585-50-2%$197.9K$200.6K+$2.7K2026-10-05
Equitable Trust Co
NEW2,528—+2,528——$200.1K—2026-10-13
MeadowBrook Investment Advisors LLC
UNCHANGED2,4952,49500%$191.0K$197.3K+$6.3K2026-10-29
Balentine LLC
UNCHANGED2,4622,46200%$188.5K$194.8K+$6.4K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED2,4212,443-22-1%$187.0K$191.6K+$4.6K2026-11-04
Zions Bancorporation, National Association
UNCHANGED2,3622,36200%$180.8K$186.9K+$6.1K2026-11-06
UMB Private Wealth Management, LLC
NEW2,349—+2,349——$185.9K—2026-10-19
S.A. Mason LLC
UNCHANGED2,2912,29100%$175.4K$181.3K+$5.9K2026-10-13
Triumph Capital Management
DECREASED2,2832,300-17-1%$176.1K$180.7K+$4.6K2026-10-14
Farmers & Merchants Investments Inc
DECREASED2,2122,245-33-1%$171.9K$175.1K+$3.2K2026-10-22
Buck Wealth Strategies, LLC
INCREASED2,186491+1,695+345%$37.6K$173.0K+$135.4K2026-10-28
Team Financial Group, LLC
NEW2,113—+2,113——$167.2K—2026-10-30
Main Street Group, LTD
UNCHANGED1,9681,96800%$150.7K$155.7K+$5.1K2026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED1,9181,91800%$146.8K$151.8K+$5.0K2026-10-29
Angeles Wealth Management, LLC
INCREASED1,910150+1,760+1173%$11.5K$151.2K+$139.7K2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED1,8651,86500%$142.8K$147.6K+$4.8K2026-10-23
Clark Wealth Partners
DECREASED1,8551,892-37-2%$144.8K$146.8K+$2.0K2026-10-19
Armstrong Advisory Group, Inc
UNCHANGED1,8381,83800%$140.7K$145.5K+$4.8K2026-10-09
Jnba Financial Advisors
INCREASED1,792550+1,242+226%$42.1K$141.8K+$99.7K2026-11-03
William Mack & Associates, Inc.
NEW1,720—+1,720——$136.1K—2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED1,6101,61000%$123.2K$127.4K+$4.2K2026-10-09
Tompkins Financial Corp
INCREASED1,467645+822+127%$49.4K$116.1K+$66.7K2026-10-05
Indiana Trust & Investment Management Co
UNCHANGED1,4061,40600%$107.6K$111.3K+$3.6K2026-10-22
Oakworth Capital, Inc.
UNCHANGED1,3911,39100%$106.3K$110.1K+$3.8K2026-10-26
Bfsg, LLC
UNCHANGED1,3881,38800%$106.3K$109.9K+$3.6K2026-10-30
Navigoe, LLC
UNCHANGED1,3481,34800%$103.0K$106.0K+$3.0K2026-11-04
High Note Wealth, LLC
INCREASED1,3301,302+28+2%$99.7K$105.3K+$5.6K2026-10-27
Signaturefd, LLC
INCREASED1,3261,196+130+11%$91.6K$105.0K+$13.4K2026-10-23
Financial Network Wealth Advisors LLC
INCREASED1,229872+357+41%$66.8K$97.3K+$30.5K2026-10-28
NBT Bank, N.A.
DECREASED1,2091,224-15-1%$93.7K$95.7K+$2.0K2026-10-21
Hoey Investments, Inc
DECREASED1,1731,203-30-2%$92.1K$92.8K+$7422026-10-29
Harbor Investment Advisory, LLC
DECREASED1,0601,068-8-1%$81.8K$83.9K+$2.1K2026-10-13
City State Bank
UNCHANGED1,0601,06000%$81.1K$83.9K+$2.7K2026-10-20
Elevated Capital Advisors, LLC
INCREASED1,0481,040+8+1%$79.6K$82.9K+$3.3K2026-11-04
Princeton Global Asset Management LLC
UNCHANGED1,0321,03200%$79.0K$81.7K+$2.7K2026-10-21
10Elms LLP
NEW1,000—+1,000——$79.1K—2026-11-06
Owl Creek Wealth Partners LLC
NEW1,000—+1,000——$79.1K—2026-10-20
Ares Financial Consulting, LLC
UNCHANGED96796700%$74.0K$76.5K+$2.5K2026-10-19
Financial Consulate, Inc
UNCHANGED90590500%$69.3K$71.6K+$2.3K2026-10-23
Bangor Savings Bank
UNCHANGED89189100%$68.2K$70.5K+$2.3K2026-10-06
Community Financial Services Group, LLC
UNCHANGED87587500%$66.9K$68.1K+$1.3K2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED871878-7-1%$67.2K$69.0K+$1.7K2026-10-16
Compass Financial Management LLC
DECREASED851875-24-3%$70.6K$67.3K-$3.3K2026-10-30
Powell Investment Advisors, LLC
UNCHANGED83083000%$63.5K$65.7K+$2.1K2026-10-22
Morling Financial Advisors, LLC
NEW825—+825——$65.3K—2026-10-28
Advocate Investing Services LLC
INCREASED769733+36+5%$56.1K$60.9K+$4.7K2026-10-26
Pension & Wealth Management Advisors, Inc.
UNCHANGED70070000%$53.6K$55.4K+$1.8K2026-10-16
Dorato Capital Management
UNCHANGED69269200%$54.2K$54.0K-$2352026-10-08
Rydar Equities, Inc.
NEW675—+675——$52.7K—2026-10-13
First Community Trust NA
UNCHANGED65965900%$50.4K$52.2K+$1.7K2026-10-07
Abound Wealth Management
INCREASED653472+181+38%$36.1K$51.7K+$15.5K2026-10-26
Hurley Capital, LLC
UNCHANGED65265200%$49.9K$51.6K+$1.7K2026-11-05
Highline Wealth Partners LLC
UNCHANGED64264200%$49.1K$50.8K+$1.7K2026-10-19
Signature Resources Capital Management, LLC
UNCHANGED62962900%$48.2K$49.8K+$1.6K2026-10-16
Rossmore Private Capital
UNCHANGED61661600%$47.2K$48.8K+$1.6K2026-10-27
Collier Financial
DECREASED589599-10-2%$45.8K$46.6K+$7612026-11-06
Yankcom Partnership
NEW585—+585——$46.3K—2026-10-15
Caldwell Trust Co
UNCHANGED56856800%$43.5K$45.0K+$1.5K2026-10-30
Phillips Financial Management, LLC
UNCHANGED56156100%$43.0K$44.5K+$1.5K2026-10-19
Coastline Trust Co
UNCHANGED54054000%$41.3K$42.7K+$1.4K2026-10-01
First Bancorp, Inc
UNCHANGED54054000%$41.3K$42.7K+$1.4K2026-10-26
Breakwater Investment Management
UNCHANGED52852800%$40.5K$41.8K+$1.4K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5243,232-2,708-84%$247.5K$41.5K-$206.1K2026-10-14
First Command Advisory Services, Inc.
INCREASED52462+462+745%$4.7K$41.5K+$36.7K2026-11-05
Silver Grove Financial Group, Inc.
DECREASED506534-28-5%$40.9K$40.0K-$8332026-11-05
Birchwood Financial Partners, Inc.
DECREASED484808-324-40%$61.9K$38.3K-$23.6K2026-11-02
Cedar Mountain Advisors, LLC
UNCHANGED47947900%$36.6K$37.9K+$1.2K2026-10-15
Essential Partners LLC
NEW452—+452——$35.8K—2026-10-14
Barclays PLC
UNCHANGED44544500%$34.1K$35.2K+$1.2K2026-11-06
Richardson Capital Management LLC
UNCHANGED43243200%$33.1K$34.2K+$1.1K2026-10-23
Elyxium Wealth, LLC
NEW419—+419——$33.1K—2026-10-27
Atwood & Palmer Inc
UNCHANGED41141100%$31.5K$32.5K+$1.1K2026-10-08
Legacy Bridge, LLC
UNCHANGED40040000%$30.6K$31.7K+$1.0K2026-10-28
Eastern Bank
INCREASED399195+204+105%$14.9K$31.6K+$16.7K2026-10-05
Brown, Lisle Ings, Inc.
UNCHANGED36336300%$27.8K$28.7K+$9402026-10-16
SYM Financial Corp
UNCHANGED36236200%$27.7K$28.6K+$9382026-10-26
IAG Wealth Partners, LLC
INCREASED353136+217+160%$10.4K$27.9K+$17.5K2026-11-06
NBH Bank
UNCHANGED33233200%$25.4K$26.3K+$8592026-11-05
Toth Financial Advisory Corp
UNCHANGED30630600%$23.4K$24.2K+$7922026-10-08
Harbor Asset Planning, Inc.
UNCHANGED30330300%$23.2K$24.0K+$7862026-10-23
Nemes Rush Group LLC
UNCHANGED30330300%$23.2K$24.0K+$7842026-11-04
Union Savings Bank
NEW300—+300——$23.7K—2026-10-14
NorthAvenue LLC
DECREASED300561-261-47%$42.9K$23.7K-$19.2K2026-10-29
Fairman Group, LLC
UNCHANGED29729700%$22.8K$23.5K+$7692026-10-26
EPG Wealth Management LLC
INCREASED287245+42+17%$18.8K$22.7K+$4.0K2026-11-03
CGC Financial Services, LLC
UNCHANGED28028000%$21.4K$22.2K+$7252026-10-13
Valley National Advisers Inc
UNCHANGED26726700%$20.4K$21.1K+$6922026-10-23
Avion Wealth
UNCHANGED25325300%$19$19$02026-11-04
Planning Strategies Inc.
UNCHANGED25325300%$19.4K$20.0K+$6552026-10-02
Cullen T Bankers, Inc.
INCREASED218216+2+1%$16.5K$17.2K+$7172026-10-28
MTM Investment Management, LLC
UNCHANGED21621600%$16.5K$17.1K+$5602026-10-30
Adkins Seale Capital Management LLC
UNCHANGED20620600%$15.8K$16.3K+$5342026-10-27
Archer Investment Corp
DECREASED201222-21-9%$17.0K$15.9K-$1.1K2026-11-05
Beacon Investment Advisory Services, Inc.
NEW193—+193——$15.3K—2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED19019000%$14.5K$15.0K+$4932026-11-02
Foster Dykema Cabot & Partners, LLC
UNCHANGED18818800%$14.4K$14.9K+$4872026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED17417400%$13.3K$13.8K+$4502026-10-22
GK Wealth Management LLC
NEW170—+170——$13.4K—2026-10-09
Kozak & Associates, Inc.
UNCHANGED16716700%$12.8K$13.2K+$4492026-10-29
Putney Financial Group LLC
NEW163—+163——$12.9K—2026-10-30
Evermay Wealth Management LLC
UNCHANGED15915900%$12.2K$12.6K+$4122026-11-05
United Community Bank
DECREASED1551,414-1,259-89%$108.2K$12.3K-$96.0K2026-10-28
Transce3nd, LLC
NEW154—+154——$12.2K—2026-10-26
Birch Financial Group, LLC
NEW151—+151——$12.0K—2026-10-27
Mechanics Financial Corp
NEW149—+149——$11.8K—2026-11-05
First Pacific Financial
UNCHANGED14914900%$11.4K$11.8K+$3862026-10-14
Trust Co
INCREASED147128+19+15%$9.8K$11.6K+$1.8K2026-10-09
Tower Trust & Investment Co
UNCHANGED14414400%$11.0K$11.4K+$3732026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED13913900%$10.6K$11.0K+$3602026-10-26
Downshift Financial, LLC
INCREASED13747+90+191%$3.6K$10.8K+$7.2K2026-10-13
Godsey & Gibb, Inc
NEW115—+115——$9.1K—2026-10-14
Simplex Trading, LLC
NEW107—+107——$8.5K—2026-11-04
Trust Co of Toledo NA
UNCHANGED10710700%$8.2K$8.5K+$2772026-10-16
Coston, McIsaac & Partners
UNCHANGED10410400%$7$8.2K+$8.2K2026-11-06
Adirondack Trust Co
UNCHANGED909000%$6.9K$7.1K+$2332026-10-14
Grove Bank & Trust
UNCHANGED909000%$6.9K$7.1K+$2332026-10-08
Richards, Merrill & Peterson, Inc.
UNCHANGED868600%$6.6K$6.8K+$2232026-10-19
Nova Financial LLC
NEW81—+81——$6.4K—2026-11-04
Roxbury Financial LLC
INCREASED8073+7+10%$5.6K$6.4K+$7452026-10-01
Laurel Wealth Advisors LLC
NEW77—+77——$6.1K—2026-10-27
United Financial Planning Group LLC
INCREASED6642+24+57%$3.2K$5.2K+$2.0K2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED606000%$4.6K$4.7K+$1552026-11-04
Jacobi Capital Management LLC
NEW56—+56——$4.4K—2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED515100%$3.9K$4.0K+$1322026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED505000%$3.8K$4.0K+$1292026-10-23
Pioneer Family Office, LLC
UNCHANGED505000%$3.8K$4.0K+$1292026-10-30
Addison Advisors LLC
INCREASED4913+36+277%$1.0K$3.9K+$2.9K2026-11-06
Wagner Wealth Management, LLC
DECREASED481,160-1,112-96%$88.8K$3.8K-$85.0K2026-10-21
Hoese & Co LLP
UNCHANGED484800%$3.7K$3.8K+$1252026-10-21
Barrett & Company, Inc.
UNCHANGED474700%$3.6K$3.7K+$1222026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED474700%$3.6K$3.7K+$1222026-10-23
Three Bridge Wealth Advisors, LLC
NEW45—+45——$3.6K—2026-11-05
POM Investment Strategies, LLC
NEW41—+41——$3.2K—2026-10-20
Your Advocates Ltd., LLP
UNCHANGED393900%$3.0K$3.1K+$1012026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED383800%$2.9K$3.0K+$992026-10-07
Pillar Financial Advisors, LLC
UNCHANGED353500%$2.7K$2.8K+$902026-10-21
Provident Wealth Management, LLC
UNCHANGED353500%$2.7K$2.8K+$912026-10-20
Register Financial Advisors LLC
DECREASED3375-42-56%$5.7K$2.6K-$3.1K2026-10-23
Aspect Partners, LLC
UNCHANGED333300%$2.5K$2.6K+$862026-10-20
SJS Investment Consulting Inc.
NEW32—+32——$2.5K—2026-10-26
Markowski Investments
UNCHANGED282800%$2.1K$2.2K+$732026-10-30
Horizon Financial Services, LLC
DECREASED262,092-2,066-99%$160.2K$2.1K-$158.1K2026-11-04
KFG LLC
NEW25—+25——$2.0K—2026-11-02
Rachor Investment Advisory Services, LLC
UNCHANGED242400%$1.8K$1.9K+$622026-10-29
Wolff Wiese Magana LLC
UNCHANGED151500%$1.1K$1.2K+$392026-10-15
American Capital Advisory, LLC
NEW12—+12——$950—2026-10-28
Prudent Man Investment Management, Inc.
NEW0—0——$4—2026-11-03
Schuylkill Financial LLC
CLOSED053,105-53,105-100%$4.1M$0-$4.1M2026-10-21
FFG Retirement Advisors LLC
CLOSED036,896-36,896-100%$2.8M$0-$2.8M2026-10-20
Maryland State Retirement & Pension System
CLOSED021,624-21,624-100%$1.7M$0-$1.7M2026-11-05
Scarborough Advisors, LLC
CLOSED016,347-16,347-100%$1.3M$0-$1.3M2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED012,622-12,622-100%$966.2K$0-$966.2K2026-10-27
Tranquility Partners, LLC
CLOSED07,293-7,293-100%$558.3K$0-$558.3K2026-10-20
Lane Brothers & Co Inc
CLOSED06,517-6,517-100%$498.9K$0-$498.9K2026-11-02
Insight Wealth Strategies, LLC
CLOSED06,336-6,336-100%$484.1K$0-$484.1K2026-10-09
Gilman Hill Asset Management, LLC
CLOSED06,094-6,094-100%$466.5K$0-$466.5K2026-10-13
Apollon Financial, LLC
CLOSED03,718-3,718-100%$284.6K$0-$284.6K2026-10-23
Islay Capital Management, LLC
CLOSED03,587-3,587-100%$274.6K$0-$274.6K2026-10-20
Integrated Wealth Management
CLOSED03,285-3,285-100%$251.4K$0-$251.4K2026-10-19
Professional Financial Advisors, LLC
CLOSED02,787-2,787-100%$213.3K$0-$213.3K2026-10-13
Wellington Grp LLC
CLOSED02,478-2,478-100%$184.2K$0-$184.2K2026-11-06
MCF Advisors LLC
CLOSED02,067-2,067-100%$158.2K$0-$158.2K2026-10-28
Tsfg, LLC
CLOSED01,643-1,643-100%$126.0K$0-$126.0K2026-10-23
Tucker Asset Management LLC
CLOSED01,590-1,590-100%$121.7K$0-$121.7K2026-10-29
Salem Investment Counselors Inc
CLOSED0543-543-100%$41.6K$0-$41.6K2026-10-13
BankPlus Trust Department
CLOSED0409-409-100%$31.3K$0-$31.3K2026-11-06
Sims Investment Management, LLC
CLOSED0364-364-100%$27.9K$0-$27.9K2026-10-13
Pittenger & Anderson Inc
CLOSED0198-198-100%$15.2K$0-$15.2K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED0154-154-100%$11.8K$0-$11.8K2026-10-26
Gill Capital Partners, LLC
CLOSED0148-148-100%$11.3K$0-$11.3K2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED056-56-100%$4.3K$0-$4.3K2026-10-07
CX Institutional
CLOSED052-52-100%$4$0-$42026-10-02
Founders Capital Management
CLOSED051-51-100%$3.9K$0-$3.9K2026-10-13
Strategic Wealth Advisors LLC
CLOSED049-49-100%$3$0-$32026-11-06
Arvest Investments, Inc.
CLOSED022-22-100%$1.7K$0-$1.7K2026-10-21
Realta Investment Advisors
UNCHANGED000—$26$27+$12026-10-14
Envestnet Asset Management Inc
N/A—32,274,634-32,274,634-100%$2.5B———
FMR LLC
N/A—17,424,650-17,424,650-100%$1.3B———
JPMorgan Chase & Co
N/A—10,814,234-10,814,234-100%$828.0M———
Bank of America Corp
N/A—9,571,701-9,571,701-100%$732.7M———
Morgan Stanley
N/A—9,234,472-9,234,472-100%$706.9M———
Jones Financial Companies Lllp
N/A—7,542,634-7,542,634-100%$574.2M———
Dynasty Wealth Management, LLC
N/A—4,699,261-4,699,261-100%$359.7M———
Ameriprise Financial Inc
N/A—4,537,921-4,537,921-100%$347.3M———
Alliancebernstein L.P.
N/A—4,200,484-4,200,484-100%$312.3M———
UBS Group AG
N/A—3,062,333-3,062,333-100%$234.4M———
RiverFront Investment Group, LLC
N/A—2,969,235-2,969,235-100%$227.3M———
Baird Financial Group, Inc.
N/A—2,670,449-2,670,449-100%$204.4M———
MML Investors Services, LLC
N/A—2,615,105-2,615,105-100%$200.2M———
Royal Bank of Canada
N/A—2,419,152-2,419,152-100%$185.2M———
Wells Fargo & Company
N/A—2,194,843-2,194,843-100%$168.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,172,399-2,172,399-100%$166.3M———
Cetera Investment Advisers
N/A—2,126,809-2,126,809-100%$162.8M———
Hackensack Meridian Health, Inc.
N/A—2,101,000-2,101,000-100%$160.8M———
Raymond James Financial Inc
N/A—2,088,167-2,088,167-100%$159.8M———
BlackRock, Inc.
N/A—1,950,110-1,950,110-100%$149.3M———
Mariner, LLC
N/A—1,892,172-1,892,172-100%$144.8M———
Northwestern Mutual Wealth Management Co
N/A—1,829,754-1,829,754-100%$140.1M———
Envestnet Portfolio Solutions, Inc.
N/A—1,783,999-1,783,999-100%$136.6M———
Composition Wealth, LLC
N/A—1,718,610-1,718,610-100%$131.6M———
Natixis Advisors, LLC
N/A—1,516,211-1,516,211-100%$116.1M———
Focus Partners Wealth
N/A—1,353,068-1,353,068-100%$103.6M———
Osaic Holdings, Inc.
N/A—1,330,566-1,330,566-100%$101.9M———
Janney Montgomery Scott LLC
N/A—1,300,382-1,300,382-100%$99.5M———
Alesco Advisors, LLC, An ESL Co
N/A—1,283,914-1,283,914-100%$98.3M———
M&T Bank Corp
N/A—1,236,800-1,236,800-100%$94.7M———
NewEdge Advisors, LLC
N/A—1,235,409-1,235,409-100%$94.6M———
1607 Capital Partners, LLC
N/A—1,187,768-1,187,768-100%$90.9M———
Beacon Pointe Advisors, LLC
N/A—1,070,367-1,070,367-100%$81.9M———
Sanctuary Advisors, LLC
N/A—1,040,740-1,040,740-100%$79.7M———
OneDigital Investment Advisors LLC
N/A—1,016,945-1,016,945-100%$77.8M———
Foundations Investment Advisors, LLC
N/A—925,724-925,724-100%$70.9M———
AE Wealth Management LLC
N/A—906,149-906,149-100%$69.4M———
Pacific Life Fund Advisors LLC
N/A—852,714-852,714-100%$65.3M———
Mercer Global Advisors Inc
N/A—832,940-832,940-100%$63.8M———
Brave Asset Management Inc
N/A—820,429-820,429-100%$62.8M———
Cary Street Partners Financial LLC
N/A—814,245-814,245-100%$60.9M———
Citadel Advisors LLC
N/A—774,251-774,251-100%$59.3M———
Stifel Financial Corp
N/A—769,246-769,246-100%$58.9M———
Pathstone Holdings, LLC
N/A—735,092-735,092-100%$56.3M———
Cerity Partners LLC
N/A—732,006-732,006-100%$56.0M———
Prosperity Consulting Group, LLC
N/A—626,287-626,287-100%$47.9M———
Focus Partners Advisor Solutions, LLC
N/A—615,971-615,971-100%$47.2M———
First American Trust, FSB
N/A—576,447-576,447-100%$44.1M———
Franklin Resources Inc
N/A—543,300-543,300-100%$41.6M———
Goldman Sachs Group Inc
N/A—530,307-530,307-100%$40.6M———
Octavia Wealth Advisors, LLC
N/A—530,172-530,172-100%$40.6M———
Rockefeller Capital Management L.P.
N/A—512,138-512,138-100%$39.2M———
Waverly Advisors, LLC
N/A—505,703-505,703-100%$38.7M———
HighTower Advisors, LLC
N/A—496,401-496,401-100%$38.0M———
EP Wealth Advisors, LLC
N/A—491,391-491,391-100%$37.6M———
United Capital Financial Advisors, LLC
N/A—479,937-479,937-100%$36.7M———
Elgethun Capital Management
N/A—472,684-472,684-100%$36.2M———
Captrust Financial Advisors
N/A—464,429-464,429-100%$35.6M———
Bank of Montreal
N/A—446,661-446,661-100%$34.2M———
BNP Paribas Financial Markets
N/A—390,780-390,780-100%$29.9M———
IHT Wealth Management, LLC
N/A—381,585-381,585-100%$29.2M———
Icon Wealth Advisors, LLC
N/A—367,357-367,357-100%$28.1M———
AQR Capital Management LLC
N/A—351,113-351,113-100%$26.9M———
One Capital Management, LLC
N/A—345,574-345,574-100%$25.7M———
Nomura Asset Management Co LTD
N/A—339,566-339,566-100%$26.0M———
Prudential Financial Inc
N/A—311,301-311,301-100%$23.8M———
Arete Wealth Advisors, LLC
N/A—305,937-305,937-100%$23.4M———
Bruce G. Allen Investments, LLC
N/A—303,162-303,162-100%$23.2M———
Integrated Wealth Concepts LLC
N/A—280,854-280,854-100%$21.5M———
Johnson Investment Counsel Inc
N/A—270,141-270,141-100%$20.7M———
Susquehanna International Group, LLP
N/A—264,763-264,763-100%$20.3M———
FAS Wealth Partners, Inc.
N/A—261,784-261,784-100%$20.0M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—251,480-251,480-100%$19.3M———
Meridian Wealth Partners, LLC
N/A—241,314-241,314-100%$18.5M———
Checchi Capital Advisers, LLC
N/A—240,395-240,395-100%$18.4M———
Summit Trail Advisors, LLC
N/A—238,568-238,568-100%$18.3M———
MA Private Wealth
N/A—237,000-237,000-100%$18.1M———
World Investment Advisors
N/A—230,570-230,570-100%$17.3M———
Blair William & Co
N/A—216,505-216,505-100%$16.6M———
Fiducient Advisors LLC
N/A—211,734-211,734-100%$16.2M———
Aptus Capital Advisors, LLC
N/A—205,555-205,555-100%$15.7M———
Sequoia Financial Advisors, LLC
N/A—203,677-203,677-100%$15.6M———
Orion Porfolio Solutions, LLC
N/A—202,554-202,554-100%$15.5M———
Moneta Group Investment Advisors LLC
N/A—200,228-200,228-100%$15.3M———
HighMark Wealth Management LLC
N/A—199,183-199,183-100%$15.2M———
L2 Asset Management, LLC
N/A—197,547-197,547-100%$15.1M———
Quent Capital, LLC
N/A—179,380-179,380-100%$13.7M———
Ancora Advisors LLCA
N/A—178,309-178,309-100%$13.6M———
&partners
N/A—177,484-177,484-100%$13.6M———
Guardian Wealth Advisors, LLC / NC
N/A—175,178-175,178-100%$13.4M———
CSM Advisors, LLC
N/A—172,522-172,522-100%$13.2M———
Global Retirement Partners, LLC
N/A—169,964-169,964-100%$13.0M———
Keebeck Wealth Management
N/A—168,799-168,799-100%$12.9M———
Van Hulzen Asset Management, LLC
N/A—167,256-167,256-100%$12.8M———
Liberty Wealth Management LLC
N/A—162,787-162,787-100%$12.1M———
Advisory Services Network, LLC
N/A—158,237-158,237-100%$12.1M———
N.E.W. Advisory Services LLC
N/A—144,126-144,126-100%$11.0M———
Arax Advisory Partners
N/A—142,918-142,918-100%$10.9M———
Snowden Capital Advisors LLC
N/A—142,116-142,116-100%$10.9M———
BOK Financial Private Wealth, Inc.
N/A—140,640-140,640-100%$10.8M———
Wealth Alliance, LLC
N/A—132,701-132,701-100%$10.2M———
Select Asset Management & Trust
N/A—131,516-131,516-100%$10.1M———
Callan Family Office, LLC
N/A—130,937-130,937-100%$10.0M———
Northern Trust Corp
N/A—128,662-128,662-100%$9.8M———
EQ LLC
N/A—125,899-125,899-100%$9.6M———
Johnson Financial Group, Inc.
N/A—123,965-123,965-100%$9.5M———
Steward Partners Investment Advisory, LLC
N/A—120,209-120,209-100%$9.2M———
Glenmede Trust Co NA
N/A—117,649-117,649-100%$9.0M———
PAX Financial Group, LLC
N/A—117,311-117,311-100%$9.0M———
Keystone Financial Services
N/A—115,581-115,581-100%$8.8M———
Storen Legacy Partners, LLC
N/A—108,360-108,360-100%$8.3M———
Resolute Wealth Advisor, Inc.
N/A—106,795-106,795-100%$7.9M———
Stratos Wealth Partners, Ltd.
N/A—106,688-106,688-100%$8.2M———
Voya Investment Management LLC
N/A—105,635-105,635-100%$8.1M———
Capital Analysts, LLC
N/A—103,493-103,493-100%$7.9M———
Kilter Group LLC
N/A—103,351-103,351-100%$7.9M———
1ST Source Bank
N/A—101,372-101,372-100%$7.8M———
Dorsey & Whitney Trust Co LLC
N/A—101,021-101,021-100%$7.7M———
Cavalier Investments, LLC
N/A—100,441-100,441-100%$7.7M———
Atlas Capital Advisors Inc.
N/A—99,983-99,983-100%$7.7M———
Regal Investment Advisors LLC
N/A—98,986-98,986-100%$7.6M———
Rothschild Wealth LLC
N/A—98,217-98,217-100%$7.5M———
Pinnacle Financial Partners, Inc.
N/A—97,501-97,501-100%$7.5M———
NorthRock Partners, LLC
N/A—95,082-95,082-100%$7.3M———
Equitable Holdings, Inc.
N/A—94,500-94,500-100%$7.2M———
Lansing Street Advisors
N/A—92,229-92,229-100%$7.1M———
Modern Wealth Management, LLC
N/A—91,906-91,906-100%$7.0M———
Quantinno Capital Management LP
N/A—89,662-89,662-100%$6.9M———
Founders Financial Alliance, LLC
N/A—86,813-86,813-100%$6.6M———
New World Advisors LLC
N/A—85,132-85,132-100%$6.5M———
Arkadios Wealth Advisors
N/A—84,315-84,315-100%$6.5M———
Kickstand Ventures, Llc.
N/A—83,296-83,296-100%$6.4M———
Stock Yards Bank & Trust Co
N/A—81,900-81,900-100%$6.3M———
Causey Wealth LLC
N/A—80,959-80,959-100%$6.2M———
One Wealth Advisors, LLC
N/A—80,912-80,912-100%$6.2M———
Legacy Financial Group LLC
N/A—80,653-80,653-100%$6.2M———
Clifford Group, LLC
N/A—80,425-80,425-100%$6.2M———
Advyzon Investment Management, LLC
N/A—80,424-80,424-100%$6.2M———
Landing Point Financial Group, LLC
N/A—80,378-80,378-100%$6.2M———
Fiduciary Trust Co
N/A—80,076-80,076-100%$6.1M———
Cary Street Partners Investment Advisory LLC
N/A—78,757-78,757-100%$6.0M———
Geneos Wealth Management Inc.
N/A—75,493-75,493-100%$5.8M———
OneAscent Family Office, LLC
N/A—74,720-74,720-100%$5.7M———
Stonebrook Private Inc.
N/A—71,749-71,749-100%$5.5M———
IF Advisors, LLC
N/A—70,505-70,505-100%$5.4M———
Zhang Financial LLC
N/A—69,768-69,768-100%$5.3M———
Vestmark Advisory Solutions, Inc.
N/A—69,594-69,594-100%$5.3M———
DV Equities, LLC
N/A—69,483-69,483-100%$5.3M———
Drive Wealth Management, LLC
N/A—69,271-69,271-100%$5.3M———
Private Advisor Group, LLC
N/A—68,774-68,774-100%$5.3M———
Principal Securities, Inc.
N/A—67,285-67,285-100%$5.2M———
WealthShield Partners, LLC
N/A—66,966-66,966-100%$5.1M———
Yukon Wealth Management, Inc.
N/A—66,865-66,865-100%$5.1M———
Beacon Bridge Wealth Partners, LLC
N/A—66,431-66,431-100%$5.1M———
Cahill Financial Advisors Inc
N/A—64,079-64,079-100%$4.9M———
Mutual Advisors, LLC
N/A—64,057-64,057-100%$4.9M———
Quantum Portfolio Management LLC
N/A—64,031-64,031-100%$4.9M———
CIBC World Market Inc.
N/A—63,554-63,554-100%$4.9M———
Disciplined Investments, LLC
N/A—62,393-62,393-100%$4.8M———
IFG Advisory, LLC
N/A—62,379-62,379-100%$4.8M———
First Commonwealth Financial Corp
N/A—61,495-61,495-100%$4.7M———
NewEdge Wealth, LLC
N/A—60,360-60,360-100%$4.6M———
Invst, LLC
N/A—59,924-59,924-100%$4.6M———
RWA Wealth Partners, LLC
N/A—59,811-59,811-100%$4.6M———
First Foundation Advisors
N/A—59,286-59,286-100%$4.5M———
Meramec Financial Planners, LLC
N/A—58,796-58,796-100%$4.7M———
Smartleaf Asset Management LLC
N/A—56,838-56,838-100%$4.4M———
Brown Advisory Inc
N/A—53,563-53,563-100%$4.1M———
Shared Vision Wealth Group LLC
N/A—52,233-52,233-100%$4.0M———
Tiaa Trust, National Association
N/A—51,994-51,994-100%$4.0M———
Gateway Wealth Partners, LLC
N/A—50,479-50,479-100%$3.9M———
Twin Peaks Wealth Advisors, LLC
N/A—50,107-50,107-100%$3.8M———
WCG Wealth Advisors LLC
N/A—49,566-49,566-100%$3.8M———
Vance Wealth, LLC
N/A—49,462-49,462-100%$3.8M———
Whittier Trust Co
N/A—49,080-49,080-100%$3.9M———
Commerce Bank
N/A—47,628-47,628-100%$3.6M———
5T Wealth, LLC
N/A—44,013-44,013-100%$3.4M———
CreativeOne Wealth, LLC
N/A—43,536-43,536-100%$3.3M———
Brookwood Investment Group LLC
N/A—41,597-41,597-100%$3.2M———
Ironwood Investment Counsel, LLC
N/A—41,517-41,517-100%$3.4M———
HSBC Holdings PLC
N/A—40,456-40,456-100%$3.1M———
MAI Capital Management
N/A—40,211-40,211-100%$3.1M———
Kingsview Wealth Management, LLC
N/A—39,293-39,293-100%$3.0M———
SCS Capital Management LLC
N/A—38,492-38,492-100%$2.9M———
Cullen Capital Management, LLC
N/A—38,095-38,095-100%$2.9M———
Huntington National Bank
N/A—37,948-37,948-100%$2.9M———
Davis Wealth Advisors, LLC
N/A—37,021-37,021-100%$2.8M———
Cresset Asset Management, LLC
N/A—36,988-36,988-100%$2.8M———
CIBC Bancorp USA Inc.
N/A—36,938-36,938-100%$2.8M———
Cornerstone Financial Management LLC
N/A—36,079-36,079-100%$2.8M———
Savvy Advisors, Inc.
N/A—36,018-36,018-100%$2.8M———
VPR Management LLC
N/A—35,700-35,700-100%$2.7M———
KEB Asset Management, LLC
N/A—35,587-35,587-100%$2.7M———
Venturi Wealth Management, LLC
N/A—35,088-35,088-100%$2.7M———
Two Sigma Securities, LLC
N/A—34,678-34,678-100%$2.7M———
Fortis Capital Advisors, LLC
N/A—34,308-34,308-100%$2.6M———
Belpointe Asset Management LLC
N/A—34,308-34,308-100%$2.6M———
Harbour Investments, Inc.
N/A—34,131-34,131-100%$2.6M———
QRG Capital Management, Inc.
N/A—33,964-33,964-100%$2.6M———
Index Technologies Group LLC
N/A—33,964-33,964-100%$2.6M———
Summit Financial, LLC
N/A—33,934-33,934-100%$2.6M———
Trustmark Bank Trust Department
N/A—33,864-33,864-100%$2.6M———
Mason Investment Advisory Services, Inc.
N/A—33,784-33,784-100%$2.6M———
BlackDiamond Wealth Management, LLC
N/A—33,778-33,778-100%$2.8M———
Navellier & Associates Inc
N/A—33,333-33,333-100%$2.6M———
Nuveen, LLC
N/A—32,635-32,635-100%$2.5M———
Synergy Investment Management, LLC
N/A—32,557-32,557-100%$2.5M———
Mayflower Financial Advisors, LLC
N/A—31,787-31,787-100%$2.4M———
Wealthspire Advisors, LLC
N/A—31,753-31,753-100%$2.4M———
Seldon Capital LP
N/A—31,000-31,000-100%$2.4M———
Pitcairn Wealth Advisors LLC
N/A—30,406-30,406-100%$2.3M———
Bradley Foster & Sargent Inc
N/A—28,933-28,933-100%$2.2M———
Loomis Sayles & Co L P
N/A—28,652-28,652-100%$2.2M———
Financial Engines Advisors L.L.C.
N/A—28,636-28,636-100%$2.2M———
RPg Family Wealth Advisory, LLC
N/A—28,298-28,298-100%$2.2M———
Risk Paradigm Group, LLC
N/A—28,272-28,272-100%$2.2M———
O'shaughnessy Asset Management, LLC
N/A—27,793-27,793-100%$2.1M———
Interactive Financial Advisors, Inc.
N/A—27,438-27,438-100%$2.0M———
Kovack Advisors, Inc.
N/A—27,269-27,269-100%$2.1M———
Western Wealth Management, LLC
N/A—26,993-26,993-100%$2.1M———
Windward Private Wealth Management Inc.
N/A—26,844-26,844-100%$2.1M———
Panoramic Investment Advisors, LLC
N/A—26,240-26,240-100%$2.0M———
Keel Point, LLC
N/A—24,979-24,979-100%$1.9M———
Alta Wealth Advisors LLC
N/A—24,510-24,510-100%$1.9M———
BFC Planning, Inc.
N/A—23,524-23,524-100%$1.8M———
Vision Retirement, LLC
N/A—23,131-23,131-100%$1.8M———
Gotham Asset Management, LLC
N/A—23,112-23,112-100%$1.8M———
EFG International AG
N/A—23,104-23,104-100%$1.8M———
Operose Advisors LLC
N/A—21,795-21,795-100%$1.7M———
Great Valley Advisor Group, Inc.
N/A—21,682-21,682-100%$1.7M———
Blalock Williams, LLC
N/A—21,553-21,553-100%$1.6M———
Campion Asset Management
N/A—21,401-21,401-100%$1.6M———
LifePlan Investment Advisors, Inc.
N/A—21,008-21,008-100%$1.6M———
Inspire Advisors, LLC
N/A—20,940-20,940-100%$1.6M———
SouthState Bank Corp
N/A—20,420-20,420-100%$1.6M———
Regimen Wealth, LLC
N/A—20,046-20,046-100%$1.5M———
Coldstream Capital Management Inc
N/A—19,985-19,985-100%$1.5M———
Per Stirling Capital Management, Llc.
N/A—19,818-19,818-100%$1.5M———
Madden Advisory Services, Inc.
N/A—19,775-19,775-100%$1.5M———
Private Wealth Asset Management, LLC
N/A—18,505-18,505-100%$1.4M———
Axis Wealth Partners, LLC
N/A—18,465-18,465-100%$1.4M———
Tobias Financial Advisors, Inc.
N/A—18,326-18,326-100%$1.4M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—18,151-18,151-100%$1.4M———
Bluespring Wealth Management, LLC
N/A—17,996-17,996-100%$1.4M———
IEQ Capital, LLC
N/A—17,864-17,864-100%$1.4M———
Centaurus Financial, Inc.
N/A—17,792-17,792-100%$1.4M———
LRI Investments, LLC
N/A—17,339-17,339-100%$1.3M———
Benjamin Edwards Inc
N/A—17,097-17,097-100%$1.3M———
Betterment LLC
N/A—16,886-16,886-100%$1.3M———
Ascension Capital Advisors, Inc.
N/A—16,815-16,815-100%$1.3M———
Parkwoods Wealth Partners, LLC
N/A—16,393-16,393-100%$1.3M———
Horizon Investments, LLC
N/A—16,048-16,048-100%$1.2M———
Transamerica Financial Advisors, LLC
N/A—15,860-15,860-100%$1.2M———
First National Bank of Omaha
N/A—15,338-15,338-100%$1.2M———
Sierra Capital LLC
N/A—15,250-15,250-100%$1.2M———
Squarepoint Ops LLC
N/A—15,057-15,057-100%$1.2M———
Raffa Wealth Management, LLC
N/A—14,649-14,649-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—14,638-14,638-100%$1.1M———
Xcelsior Advisor Partners LLC
N/A—14,212-14,212-100%$1.1M———
Pointe Capital Management LLC
N/A—13,904-13,904-100%$1.1M———
McCartney Wealth Management LLC
N/A—13,848-13,848-100%$1.1M———
Kintra Wealth, LLC
N/A—13,631-13,631-100%$1.1M———
Vantus Wealth LLC
N/A—13,370-13,370-100%$1.0M———
Talisman Wealth Advisors LLC
N/A—13,349-13,349-100%$1.0M———
Bridges Investment Management Inc
N/A—13,299-13,299-100%$1.0M———
FLP Wealth Management, LLC
N/A—13,017-13,017-100%$996.5K———
Advisory Alpha, LLC
N/A—12,939-12,939-100%$990.6K———
Wealthfront Advisers LLC
N/A—12,859-12,859-100%$984.4K———
PFG Investments, LLC
N/A—12,696-12,696-100%$971.9K———
EWA, LLC
N/A—12,640-12,640-100%$967.6K———
Allie Family Office LLC
N/A—12,633-12,633-100%$967.1K———
Rialto Wealth Management, LLC
N/A—12,487-12,487-100%$955.9K———
American Financial Advisors, LLC
N/A—12,449-12,449-100%$953.0K———
Shufro Rose & Co LLC
N/A—12,178-12,178-100%$932.2K———
Lifeworks Advisors, LLC
N/A—12,133-12,133-100%$928.8K———
Peapack Gladstone Financial Corp
N/A—12,022-12,022-100%$920.0K———
Chilton Investment Co Inc.
N/A—11,900-11,900-100%$910.9K———
BWM Planning, LLC
N/A—11,838-11,838-100%$906.2K———
Vident Advisory, LLC
N/A—11,785-11,785-100%$902.1K———
Cambient Family Office, LLC
N/A—11,659-11,659-100%$892.5K———
Nicolet Bankshares Inc
N/A—11,559-11,559-100%$884.8K———
Koss-Olinger Consulting, LLC
N/A—11,501-11,501-100%$880.4K———
DRW Securities, LLC
N/A—11,492-11,492-100%$879.7K———
Manhattan West Asset Management, LLC
N/A—11,490-11,490-100%$879.6K———
Argent Trust Co
N/A—11,009-11,009-100%$842.7K———
Capital Investment Management, Inc.
N/A—10,701-10,701-100%$819.2K———
Verity Wealth Advisors
N/A—10,611-10,611-100%$812.3K———
Nwam LLC
N/A—10,602-10,602-100%$811.6K———
Quotient Wealth Partners, LLC
N/A—10,321-10,321-100%$790.1K———
Addison Capital Co
N/A—10,124-10,124-100%$775.0K———
Whittier Trust Co of Nevada Inc
N/A—10,031-10,031-100%$783.6K———
Sovereign Financial Group, Inc.
N/A—10,011-10,011-100%$766.3K———
Keystone Financial Group
N/A—9,490-9,490-100%$726.5K———
Redwood Investment Management, LLC
N/A—9,266-9,266-100%$709.0K———
Stokes Family Office, LLC
N/A—9,196-9,196-100%$704.0K———
Pure Financial Advisors, LLC
N/A—9,149-9,149-100%$700.3K———
Caprock Group, LLC
N/A—9,133-9,133-100%$699.1K———
Advisors Capital Management, LLC
N/A—9,033-9,033-100%$691.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—8,998-8,998-100%$688.8K———
Vermillion & White Wealth Management Group, LLC
N/A—8,826-8,826-100%$675.6K———
Chatterton & Associates Inc.
N/A—8,701-8,701-100%$677.2K———
Twin Focus Capital Partners, LLC
N/A—8,569-8,569-100%$656.0K———
Scotia Capital Inc.
N/A—8,559-8,559-100%$655.1K———
Freestone Capital Holdings, LLC
N/A—8,524-8,524-100%$652.5K———
Curtis Wealth Management LLC
N/A—8,409-8,409-100%$643.7K———
Argent Advisors, Inc.
N/A—8,401-8,401-100%$643.1K———
Curi Capital, LLC
N/A—8,117-8,117-100%$621.3K———
Claris Advisors, LLC / MO /
N/A—8,060-8,060-100%$617.0K———
Arvest Bank Trust Division
N/A—8,059-8,059-100%$616.9K———
National Philanthropic Trust
N/A—7,748-7,748-100%$593.1K———
UBS Asset Management Americas LLC
N/A—7,584-7,584-100%$580.6K———
Independent Advisor Alliance
N/A—7,402-7,402-100%$566.6K———
MainStreet Investment Advisors LLC
N/A—7,323-7,323-100%$560.6K———
Ballentine Partners, LLC
N/A—7,220-7,220-100%$552.7K———
Madison Wealth Partners, Inc
N/A—7,199-7,199-100%$551.0K———
Fortis Capital Management LLC
N/A—7,180-7,180-100%$549.6K———
Hyundai Investments Co., Ltd.
N/A—7,136-7,136-100%$546.4K———
Wealthgarden F.S. LLC
N/A—7,127-7,127-100%$545.6K———
Osborne Partners Capital Management, LLC
N/A—7,032-7,032-100%$538.3K———
Flputnam Investment Management Co
N/A—6,935-6,935-100%$537.7K———
Essex Financial Services, Inc.
N/A—6,641-6,641-100%$508.4K———
Tradition Wealth Management, LLC
N/A—6,524-6,524-100%$499.4K———
Indie Asset Partners, LLC
N/A—6,423-6,423-100%$491.7K———
Townsquare Capital LLC
N/A—6,421-6,421-100%$491.5K———
Partners Capital Investment Group, LLP
N/A—6,324-6,324-100%$484.1K———
Northwest Bancshares, Inc.
N/A—6,283-6,283-100%$481.0K———
Continuum Advisory, LLC
N/A—6,244-6,244-100%$478.0K———
AlTi Global, Inc.
N/A—6,205-6,205-100%$475.0K———
Transcend Capital Advisors, LLC
N/A—6,173-6,173-100%$472.5K———
Copia Wealth Management
N/A—6,141-6,141-100%$470.1K———
American Trust
N/A—6,121-6,121-100%$468.6K———
Payne Capital LLC
N/A—6,115-6,115-100%$468.1K———
FSA Advisors, Inc.
N/A—6,115-6,115-100%$468.1K———
Bessemer Group Inc
N/A—6,018-6,018-100%$430.0K———
Colter Lewis Investment Partners LLC
N/A—6,000-6,000-100%$459.3K———
Novus Advisors, LLC
N/A—5,923-5,923-100%$453.4K———
Brown Brothers Harriman & Co
N/A—5,907-5,907-100%$452.2K———
Citizens Business Bank
N/A—5,756-5,756-100%$440.6K———
TRB Wealth Management, LLC
N/A—5,718-5,718-100%$437.7K———
Strategic Wealth Partners, Ltd.
N/A—5,672-5,672-100%$434.2K———
Beto Financial Group, LLC
N/A—5,630-5,630-100%$438.7K———
Dopkins Wealth Management, LLC
N/A—5,624-5,624-100%$430.5K———
Maripau Wealth Management LLC
N/A—5,608-5,608-100%$429.3K———
Wharton Business Group, LLC
N/A—5,515-5,515-100%$422.2K———
Strathmore Capital Advisors, Inc.
N/A—5,492-5,492-100%$433.6K———
Theory Financial LLC
N/A—5,473-5,473-100%$419.0K———
National Bank of Canada
N/A—5,453-5,453-100%$417.6K———
Gallagher Fiduciary Advisors, LLC
N/A—5,444-5,444-100%$416.7K———
Perennial Investment Advisors, LLC
N/A—5,435-5,435-100%$416.1K———
Becker Capital Management Inc
N/A—5,415-5,415-100%$414.5K———
Cardiff Park Advisors, LLC
N/A—5,327-5,327-100%$407.8K———
Beaird Harris Wealth Management, LLC
N/A—5,291-5,291-100%$405.0K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—5,260-5,260-100%$402.7K———
Granite Bay Wealth Management, LLC
N/A—5,176-5,176-100%$396.0K———
SEI Investments Co
N/A—5,118-5,118-100%$391.8K———
OneAscent Financial Services LLC
N/A—5,113-5,113-100%$391.4K———
Barnes Wealth Management Group, Inc
N/A—5,100-5,100-100%$390.4K———
Investment Advisory Group, LLC
N/A—4,971-4,971-100%$380.5K———
Seeds Investor LLC
N/A—4,960-4,960-100%$379.7K———
Clark Capital Management Group, Inc.
N/A—4,873-4,873-100%$373.0K———
Toronto Dominion Bank
N/A—4,782-4,782-100%$366.1K———
GWN Securities Inc.
N/A—4,693-4,693-100%$359.3K———
Stephens Inc
N/A—4,668-4,668-100%$357.3K———
Northstar Asset Management Inc
N/A—4,565-4,565-100%$349.5K———
Sequent Planning LLC
N/A—4,466-4,466-100%$341.9K———
Empowered Funds, LLC
N/A—4,450-4,450-100%$340.6K———
Hirtle & Co., LLC
N/A—4,428-4,428-100%$339.0K———
Knightsbridge Asset Management, LLC
N/A—4,358-4,358-100%$333.6K———
Vanguard Advisers Inc
N/A—4,258-4,258-100%$326.0K———
Trailhead Planners LLC
N/A—4,232-4,232-100%$324.0K———
Peregrine Asset Advisers, Inc.
N/A—4,173-4,173-100%$319.4K———
Synergy Financial Group, LTD
N/A—4,169-4,169-100%$319.1K———
Bridge Generations Wealth Management LLC
N/A—4,136-4,136-100%$316.6K———
Wealthspire Retirement, LLC
N/A—4,114-4,114-100%$314.9K———
Edgestream Partners, L.P.
N/A—3,941-3,941-100%$301.7K———
Meeder Advisory Services, Inc.
N/A—3,931-3,931-100%$300.9K———
Paladin Advisory Group, LLC
N/A—3,928-3,928-100%$300.7K———
Jane Street Group, LLC
N/A—3,924-3,924-100%$300.4K———
JT Stratford LLC
N/A—3,863-3,863-100%$295.7K———
Pgim Custom Harvest LLC
N/A—3,822-3,822-100%$292.6K———
GeoWealth Management, LLC
N/A—3,784-3,784-100%$289.7K———
Van Diest Capital, LLC
N/A—3,711-3,711-100%$284.1K———
North Star Asset Management Inc
N/A—3,695-3,695-100%$282.9K———
Bridgewealth Advisory Group, LLC
N/A—3,677-3,677-100%$281.5K———
Bartlett & Co. Wealth Management LLC
N/A—3,676-3,676-100%$281.4K———
Team Hewins, LLC
N/A—3,665-3,665-100%$280.6K———
Athena Investment Management
N/A—3,663-3,663-100%$280.4K———
Vickerman Investment Advisors, Inc.
N/A—3,657-3,657-100%$279.9K———
Aurdan Capital Management, LLC
N/A—3,647-3,647-100%$279.2K———
Mission Hills Financial Advisory, LLC
N/A—3,612-3,612-100%$276.5K———
Empower Advisory Group, LLC
N/A—3,587-3,587-100%$274.6K———
Silvercrest Asset Management Group LLC
N/A—3,539-3,539-100%$270.9K———
Comprehensive Money Management Services LLC
N/A—3,525-3,525-100%$269.8K———
Rothschild Investment LLC
N/A—3,502-3,502-100%$268.1K———
CFO4Life Group, LLC
N/A—3,500-3,500-100%$267.9K———
Marco Investment Management LLC
N/A—3,500-3,500-100%$267.9K———
Simmons Bank
N/A—3,430-3,430-100%$262.6K———
Highland Investment Advisors LLC
N/A—3,422-3,422-100%$261.9K———
Paces Ferry Wealth Advisors, LLC
N/A—3,394-3,394-100%$259.8K———
Tailwinds Wealth, LLC
N/A—3,356-3,356-100%$256.9K———
Pettyjohn, Wood & White, Inc
N/A—3,325-3,325-100%$254.5K———
AssuredPartners Investment Advisors, LLC
N/A—3,322-3,322-100%$254.3K———
Peak Planning Group, LLC
N/A—3,314-3,314-100%$253.7K———
Stonebridge Financial Group, LLC
N/A—3,274-3,274-100%$250.0K———
Haverford Trust Co
N/A—3,259-3,259-100%$249.5K———
Rehmann Capital Advisory Group
N/A—3,249-3,249-100%$248.7K———
Cambria Investment Management, L.P.
N/A—3,241-3,241-100%$248.1K———
VestGen Investment Management
N/A—3,228-3,228-100%$247.1K———
Cornerstone Financial Group, LLC
N/A—3,219-3,219-100%$246.4K———
Oxford Financial Group, Ltd. LLC
N/A—3,164-3,164-100%$242.2K———
Clarity Financial LLC
N/A—3,146-3,146-100%$240.8K———
Oder Investment Management, LLC
N/A—3,121-3,121-100%$238.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,121-3,121-100%$238.9K———
Pinnacle Family Advisors, LLC
N/A—3,004-3,004-100%$230.0K———
FLC Capital Advisors
N/A—2,984-2,984-100%$228.4K———
HighPoint Advisor Group LLC
N/A—2,872-2,872-100%$219.9K———
JMG Financial Group, Ltd.
N/A—2,809-2,809-100%$215.0K———
Main Street Financial Solutions, LLC
N/A—2,790-2,790-100%$213.6K———
Proactive Wealth Strategies LLC
N/A—2,768-2,768-100%$211.9K———
Bogart Wealth, LLC
N/A—2,742-2,742-100%$209.9K———
Financial Advisors Network, Inc.
N/A—2,689-2,689-100%$205.8K———
First Western Trust Bank
N/A—2,680-2,680-100%$205.2K———
Vantage Point Financial LLC
N/A—2,666-2,666-100%$204.1K———
Heartland Bank & Trust Co
N/A—2,641-2,641-100%$202.2K———
Heritage Trust Co
N/A—2,639-2,639-100%$202.0K———
Choate Investment Advisors
N/A—2,639-2,639-100%$202.0K———
Rice Partnership, LLC
N/A—2,545-2,545-100%$194.8K———
Federation des caisses Desjardins du Quebec
N/A—2,545-2,545-100%$194.8K———
Providence Capital Advisors, LLC
N/A—2,538-2,538-100%$194.3K———
Horizon Bancorp Inc
N/A—2,485-2,485-100%$190.0K———
Godfrey Financial Associates, Inc.
N/A—2,481-2,481-100%$189.9K———
Urban Financial Advisory Corp
N/A—2,470-2,470-100%$189.1K———
IMA Advisory Services, Inc.
N/A—2,316-2,316-100%$177.3K———
Anchor Investment Management, LLC
N/A—2,277-2,277-100%$174.3K———
Protective Life Corp
N/A—2,107-2,107-100%$161.3K———
JDM Financial Group LLC
N/A—2,088-2,088-100%$159.8K———
New Republic Capital, LLC
N/A—1,853-1,853-100%$141.8K———
Capital Advisor Network LLC
N/A—1,845-1,845-100%$141.2K———
Bravera Wealth
N/A—1,821-1,821-100%$139.4K———
SOA Wealth Advisors, Llc.
N/A—1,792-1,792-100%$137.2K———
Tiaa Wealth Investment Management LLC
N/A—1,688-1,688-100%$129.3K———
Fiduciary Financial Advisors
N/A—1,662-1,662-100%$127.1K———
Matrix Private Capital Group LLC
N/A—1,322-1,322-100%$101.2K———
Measured Wealth Private Client Group, LLC
N/A—1,317-1,317-100%$100.8K———
Ameriflex Group, Inc.
N/A—1,272-1,272-100%$97.4K———
Hamrick Investment Counsel, llc
N/A—1,259-1,259-100%$96.4K———
Atlantic Union Bankshares Corp
N/A—1,254-1,254-100%$96.0K———
Tacita Capital Inc
N/A—1,000-1,000-100%$76.6K———
Strive Financial Group,LLC
N/A—993-993-100%$76.0K———
Financial Gravity Companies, Inc.
N/A—936-936-100%$71.7K———
Atlantic Private Wealth, LLC
N/A—923-923-100%$70.7K———
Fourth Dimension Wealth, LLC
N/A—877-877-100%$67.2K———
Ballast Advisors LLC
N/A—838-838-100%$64.1K———
SHP Wealth Management
N/A—830-830-100%$63.5K———
Keating Financial Advisory Services, Inc.
N/A—779-779-100%$59.6K———
Imprint Wealth LLC
N/A—770-770-100%$58.9K———
Aberdeen Wealth Management LLC
N/A—600-600-100%$45.9K———
Howe & Rusling Inc
N/A—565-565-100%$43.2K———
Mpwm Advisory Solutions, LLC
N/A—499-499-100%$38.2K———
Centennial Bank
N/A—496-496-100%$38.0K———
Dunhill Financial, LLC
N/A—462-462-100%$35.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—427-427-100%$32.7K———
CVA Family Office, LLC
N/A—403-403-100%$30.8K———
Hantz Financial Services, Inc.
N/A—402-402-100%$31.0K———
Mcguire Capital Advisors Inc
N/A—390-390-100%$29.9K———
Cordant, Inc.
N/A—390-390-100%$29.9K———
Ogorek Anthony Joseph
N/A—371-371-100%$28———
Timbuktu Capital Management, LLC
N/A—368-368-100%$28.2K———
Rogco, LP
N/A—346-346-100%$26.5K———
Chesapeake Asset Management LLC
N/A—325-325-100%$24.9K———
Crewe Advisors LLC
N/A—325-325-100%$24.9K———
Integrity Financial Corp
N/A—322-322-100%$24.6K———
Kerr Financial Planning Corp
N/A—256-256-100%$19.6K———
Vanguard National Trust Co
N/A—230-230-100%$17.6K———
Tidemark, LLC
N/A—203-203-100%$15.6K———
Smithfield Trust Co
N/A—183-183-100%$14.0K———
Glen Eagle Advisors, LLC
N/A—179-179-100%$13.7K———
Delos Wealth Advisors, LLC
N/A—153-153-100%$11.7K———
Parvin Asset Management, LLC
N/A—139-139-100%$10.6K———
Lummis Asset Management, LP
N/A—133-133-100%$10.2K———
Walsh & Associates, LLC
N/A—127-127-100%$9.7K———
Ankerstar Wealth, LLC
N/A—120-120-100%$9.2K———
Medallion Wealth Advisors, LLC
N/A—116-116-100%$8.9K———
Napier Financial, LLC
N/A—108-108-100%$8.2K———
Glassman Wealth Services
N/A—98-98-100%$7.5K———
Cbiz Investment Advisory Services, LLC
N/A—97-97-100%$7.2K———
Basepoint Wealth LLC
N/A—90-90-100%$6.9K———
Caitlin John, LLC
N/A—87-87-100%$6.7K———
Sittner & Nelson, LLC
N/A—84-84-100%$6.4K———
JPL Wealth Management, LLC
N/A—81-81-100%$6.2K———
Richard W. Paul & Associates, LLC
N/A—79-79-100%$6.0K———
Topsail Wealth Management, LLC
N/A—67-67-100%$5.1K———
Alerus Financial NA
N/A—67-67-100%$5.1K———
Caldwell Sutter Capital, Inc.
N/A—65-65-100%$5.0K———
Atomic Invest LLC
N/A—64-64-100%$4.9K———
HHM Wealth Advisors, LLC
N/A—60-60-100%$4.6K———
Chelsea Counsel Co
N/A—51-51-100%$3.9K———
Morris Financial Concepts, Inc.
N/A—50-50-100%$3.8K———
Investment Counsel Co of Nevada
N/A—46-46-100%$3.5K———
Motco
N/A—29-29-100%$2.2K———
Tower Research Capital LLC (TRC)
N/A—29-29-100%$2.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—23-23-100%$1.8K———
Orion Capital Management LLC
N/A—17-17-100%$1.3K———
Prosperity Bancshares Inc
N/A—10-10-100%$766———
Front Row Advisors LLC
N/A—8-8-100%$653———
Graney & King, LLC
N/A—7-7-100%$550———
Manning & Napier Advisors LLC
N/A—4-4-100%$322———
Showing 1325 of 1325 institutions