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Ishares Msci Eafe Growth ETF (EFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
DECREASED
Shares1,865,143 from 2,125,557
Change-260,414 (-12%)
Value$223.5K (-$264.2M)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares1,551,234 from 1,557,647
Change-6,413 (0%)
Value$185.9M (-$7.9M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares1,413,258 from 1,591,608
Change-178,350 (-11%)
Value$169.4M (-$28.7M)
Filed 2026-11-05
JB Capital LLC
DECREASED
Shares616,596 from 744,687
Change-128,091 (-17%)
Value$73.9M (-$18.8M)
Filed 2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares489,325 from 479,599
Change+9,726 (+2%)
Value$58.6M (-$1.0M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares458,730 from 494,601
Change-35,871 (-7%)
Value$55.0M (-$6.6M)
Filed 2026-11-02
Bokf, NA
INCREASED
Shares387,938 from 363,310
Change+24,628 (+7%)
Value$46.5M (+$1.3M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares380,617 from 313,846
Change+66,771 (+21%)
Value$45.6M (+$6.6M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares341,267 from 762,510
Change-421,243 (-55%)
Value$40.9M (-$54.0M)
Filed 2026-10-30
NBT Bank, N.A.
INCREASED
Shares296,711 from 291,924
Change+4,787 (+2%)
Value$35.6M (-$766.3K)
Filed 2026-10-21
Marks Group Wealth Management, Inc
DECREASED
Shares290,732 from 296,920
Change-6,188 (-2%)
Value$34.8M (-$2.1M)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares285,034 from 290,790
Change-5,756 (-2%)
Value$34.0M (-$2.1M)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares281,797 from 266,739
Change+15,058 (+6%)
Value$33.8M (+$580.0K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares274,226 from 303,983
Change-29,757 (-10%)
Value$32.9K (-$37.8M)
Filed 2026-11-02
Sofi Wealth, LLC
DECREASED
Shares268,091 from 398,975
Change-130,884 (-33%)
Value$32.1M (-$17.5M)
Filed 2026-10-27
Atria Investments, Inc
DECREASED
Shares261,207 from 317,327
Change-56,120 (-18%)
Value$31.3M (-$8.2M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares252,876 from 168,077
Change+84,799 (+50%)
Value$30.3M (+$9.4M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares248,595 from 196,815
Change+51,780 (+26%)
Value$29.6M (+$5.5M)
Filed 2026-10-13
Waller Financial Planning Group, Inc
INCREASED
Shares233,873 from 219,957
Change+13,916 (+6%)
Value$28.0M (+$658.0K)
Filed 2026-10-07
Affinity Capital Advisors, LLC
INCREASED
Shares231,449 from 177,115
Change+54,334 (+31%)
Value$27.8M (+$5.7M)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares230,535 from 220,612
Change+9,923 (+5%)
Value$27.6M (+$176.5K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares197,196 from 76,020
Change+121,176 (+159%)
Value$23.6M (+$14.2M)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares196,701 from 189,907
Change+6,794 (+4%)
Value$23.6M (-$57.6K)
Filed 2026-10-27
Shakespeare Wealth Management, LLC
NEW
Shares191,670
Change+191,670
Value$23.0M
Filed 2026-10-28
Creative Planning
DECREASED
Shares183,716 from 186,442
Change-2,726 (-1%)
Value$22.0M (-$1.2M)
Filed 2026-11-02
RTD Financial Advisors, Inc.
DECREASED
Shares179,564 from 182,339
Change-2,775 (-2%)
Value$21.5M (-$1.2M)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
DECREASED
Shares177,147 from 189,207
Change-12,060 (-6%)
Value$21.2M (-$2.3M)
Filed 2026-10-27
Seneca Financial Advisors LLC
DECREASED
Shares171,442 from 174,129
Change-2,687 (-2%)
Value$20.5M (-$1.1M)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares166,949 from 164,278
Change+2,671 (+2%)
Value$20.0M (-$434.0K)
Filed 2026-10-28
Wakefield Asset Management Lllp
INCREASED
Shares161,310 from 157,105
Change+4,205 (+3%)
Value$19.3M (-$217.2K)
Filed 2026-11-05
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares158,451 from 159,531
Change-1,080 (-1%)
Value$19.0M (-$861.7K)
Filed 2026-10-22
Robinswood Financial LLC
DECREASED
Shares150,667 from 153,573
Change-2,906 (-2%)
Value$17.8M (-$1.3M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares150,570 from 148,879
Change+1,691 (+1%)
Value$18.0M (-$480.7K)
Filed 2026-10-30
Stone House Investment Management, LLC
DECREASED
Shares144,889 from 166,577
Change-21,688 (-13%)
Value$17.4M (-$3.4M)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares140,173 from 163,530
Change-23,357 (-14%)
Value$16.8M (-$3.5M)
Filed 2026-10-08
SteelPeak Wealth, LLC
DECREASED
Shares138,944 from 145,063
Change-6,119 (-4%)
Value$16.6M (-$1.4M)
Filed 2026-10-16
Strategic Blueprint, LLC
INCREASED
Shares138,693 from 109,323
Change+29,370 (+27%)
Value$16.6M (+$3.0M)
Filed 2026-10-22
Kingdom Financial Group Llc.
INCREASED
Shares134,078 from 122,315
Change+11,763 (+10%)
Value$16.1M (+$848.2K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares130,192 from 110,007
Change+20,185 (+18%)
Value$15.6M (+$1.9M)
Filed 2026-11-04
Watershed Private Wealth LLC
INCREASED
Shares129,321 from 93,224
Change+36,097 (+39%)
Value$15.5M (+$3.9M)
Filed 2026-10-30
Sharkey, Howes & Javer
DECREASED
Shares129,299 from 130,370
Change-1,071 (-1%)
Value$15.5M (-$726.7K)
Filed 2026-10-22
Trust Co of Toledo NA
INCREASED
Shares127,837 from 121,816
Change+6,021 (+5%)
Value$15.3M (+$162.4K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares115,127 from 111,344
Change+3,783 (+3%)
Value$13.8M (-$57.8K)
Filed 2026-11-03
Greenleaf Trust
INCREASED
Shares113,828 from 113,777
Change+51 (+0%)
Value$13.6M (-$516.1K)
Filed 2026-10-29
Courier Capital LLC
INCREASED
Shares110,696 from 106,262
Change+4,434 (+4%)
Value$13.3M (+$43.6K)
Filed 2026-10-19
Diversify Advisory Services, LLC
INCREASED
Shares109,961 from 87,297
Change+22,664 (+26%)
Value$13.1M (+$2.7M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares109,961 from 87,297
Change+22,664 (+26%)
Value$13.1M (+$2.7M)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares105,012 from 100,190
Change+4,822 (+5%)
Value$12.6M (+$117.9K)
Filed 2026-11-02
Financial Life Advisors
INCREASED
Shares104,336 from 99,828
Change+4,508 (+5%)
Value$12.5M (+$82.0K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares103,452 from 86,566
Change+16,886 (+20%)
Value$12.4M (+$1.6M)
Filed 2026-10-23
Avior Wealth Management, LLC
INCREASED
Shares102,123 from 97,585
Change+4,538 (+5%)
Value$12.2M (+$96.0K)
Filed 2026-10-13
LifeWealth Investments, LLC
INCREASED
Shares99,523 from 94,973
Change+4,550 (+5%)
Value$11.9M (+$109.3K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares98,746 from 100,969
Change-2,223 (-2%)
Value$11.8M (-$729.7K)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares97,712 from 114,770
Change-17,058 (-15%)
Value$11.7M (-$2.6M)
Filed 2026-10-13
Aventus Investment Advisors, Inc.
INCREASED
Shares97,577 from 96,865
Change+712 (+1%)
Value$11.7M (-$359.3K)
Filed 2026-10-09
Trek Financial, LLC
DECREASED
Shares93,716 from 103,571
Change-9,855 (-10%)
Value$11.2M (-$1.7M)
Filed 2026-10-29
Client 1ST Advisory Group, LLC
INCREASED
Shares92,237 from 88,775
Change+3,462 (+4%)
Value$11.1M (+$7.4K)
Filed 2026-10-19
Lineweaver Wealth Advisors, LLC
INCREASED
Shares89,326 from 87,532
Change+1,794 (+2%)
Value$10.7M (-$186.7K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares87,894 from 159,304
Change-71,410 (-45%)
Value$10.5M (-$9.3M)
Filed 2026-10-16
Swmg, LLC
DECREASED
Shares86,629 from 99,544
Change-12,915 (-13%)
Value$10.3M (-$1.8M)
Filed 2026-10-23
Eagle Strategies LLC
INCREASED
Shares86,379 from 83,534
Change+2,845 (+3%)
Value$10.4M (-$42.5K)
Filed 2026-10-16
Cardinal Strategic Wealth Guidance
INCREASED
Shares83,586 from 82,980
Change+606 (+1%)
Value$10.0M (-$308.3K)
Filed 2026-11-02
Howard Bailey Securities, LLC
INCREASED
Shares80,492 from 76,750
Change+3,742 (+5%)
Value$9.6M (+$96.2K)
Filed 2026-10-27
Apollon Wealth Management, LLC
DECREASED
Shares74,475 from 75,436
Change-961 (-1%)
Value$8.9M (-$461.5K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares73,681 from 72,876
Change+805 (+1%)
Value$8.8M (-$238.1K)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
DECREASED
Shares73,032 from 73,273
Change-241 (0%)
Value$8.8M (-$365.2K)
Filed 2026-10-28
Ocean Park Asset Management, LLC
UNCHANGED
Shares72,975 from 72,975
Change0 (0%)
Value$8.7M (-$335.0K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares71,326 from 101,002
Change-29,676 (-29%)
Value$8.5M (-$4.0M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares65,334 from 66,286
Change-952 (-1%)
Value$7.8M (-$418.4K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares64,574 from 68,340
Change-3,766 (-6%)
Value$7.7M (-$764.9K)
Filed 2026-10-27
Trust Point Inc.
INCREASED
Shares61,918 from 26,570
Change+35,348 (+133%)
Value$7.4M (+$4.1M)
Filed 2026-10-27
Procyon Advisors, LLC
DECREASED
Shares60,960 from 64,594
Change-3,634 (-6%)
Value$7.3M (-$732.0K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
DECREASED
Shares60,300 from 63,066
Change-2,766 (-4%)
Value$7.2M (-$620.9K)
Filed 2026-10-22
West Wealth Group, LLC
DECREASED
Shares60,207 from 86,072
Change-25,865 (-30%)
Value$7.2M (-$3.5M)
Filed 2026-10-14
Lodestar Private Asset Management LLC
DECREASED
Shares59,641 from 65,325
Change-5,684 (-9%)
Value$7.1M (-$980.9K)
Filed 2026-10-26
Beam Wealth Advisors, Inc.
INCREASED
Shares59,097 from 57,357
Change+1,740 (+3%)
Value$7.1M (-$54.7K)
Filed 2026-11-03
Midwest Capital Advisors, LLC
INCREASED
Shares58,405 from 18,487
Change+39,918 (+216%)
Value$7.0M (+$4.7M)
Filed 2026-11-04
Norris Perne & French LLP
INCREASED
Shares58,006 from 56,858
Change+1,148 (+2%)
Value$7.0M (-$123.4K)
Filed 2026-10-23
Cypress Wealth Services, LLC
DECREASED
Shares57,845 from 85,176
Change-27,331 (-32%)
Value$7.0M (-$3.6M)
Filed 2026-10-21
White Pine Investment Co
INCREASED
Shares57,398 from 56,823
Change+575 (+1%)
Value$6.9K (-$7.1M)
Filed 2026-10-15
Key Capital Management, Inc
INCREASED
Shares57,007 from 47,811
Change+9,196 (+19%)
Value$6.8M (+$882.5K)
Filed 2026-11-03
Sovran Advisors, LLC
DECREASED
Shares56,627 from 57,851
Change-1,224 (-2%)
Value$6.8M (-$82.7K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
DECREASED
Shares55,431 from 55,513
Change-82 (0%)
Value$6.6M (-$264.6K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED
Shares55,059 from 65,543
Change-10,484 (-16%)
Value$6.6M (-$1.6M)
Filed 2026-11-05
Hoxton Planning & Management, LLC
DECREASED
Shares53,728 from 58,659
Change-4,931 (-8%)
Value$6.4M (-$860.1K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED
Shares53,679 from 62,474
Change-8,795 (-14%)
Value$6.4M (-$1.3M)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
INCREASED
Shares53,651 from 49,733
Change+3,918 (+8%)
Value$6.5M (+$350.0K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares53,366 from 60,983
Change-7,617 (-12%)
Value$6.4M (-$1.2M)
Filed 2026-11-05
Forte Asset Management LLC
INCREASED
Shares52,417 from 51,761
Change+656 (+1%)
Value$6.3M (-$159.0K)
Filed 2026-10-13
Montgomery Financial Services LLC
INCREASED
Shares52,369 from 49,158
Change+3,211 (+7%)
Value$6.3M (+$159.1K)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares51,079 from 65,912
Change-14,833 (-22%)
Value$6.1M (-$2.1M)
Filed 2026-10-15
Plancorp, LLC
INCREASED
Shares50,801 from 10,846
Change+39,955 (+368%)
Value$6.0M (+$4.7M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares50,189 from 42,367
Change+7,822 (+18%)
Value$6.0M (+$742.8K)
Filed 2026-10-26
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares49,659 from 52,990
Change-3,331 (-6%)
Value$6.0M (-$642.4K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED
Shares49,613 from 50,133
Change-520 (-1%)
Value$5.9M (-$231.2K)
Filed 2026-10-13
SigFig Wealth Management, LLC
INCREASED
Shares49,023 from 48,755
Change+268 (+1%)
Value$5.9M (-$132.1K)
Filed 2026-10-07
1900 Wealth Management LLC
DECREASED
Shares48,914 from 49,264
Change-350 (-1%)
Value$5.9M (-$268.1K)
Filed 2026-10-13
Revolve Wealth Partners, LLC
DECREASED
Shares48,664 from 50,284
Change-1,620 (-3%)
Value$5.8M (-$424.9K)
Filed 2026-10-23
Sterling Capital Management LLC
DECREASED
Shares48,618 from 51,023
Change-2,405 (-5%)
Value$5.8M (-$522.4K)
Filed 2026-10-22
Kathmere Capital Management, LLC
DECREASED
Shares47,767 from 48,377
Change-610 (-1%)
Value$5.7M (-$295.1K)
Filed 2026-10-20
Brighton Jones LLC
DECREASED
Shares47,212 from 47,348
Change-136 (0%)
Value$5.7M (-$233.6K)
Filed 2026-11-03
McNaughton Wealth Management, LLC
INCREASED
Shares46,225 from 38,923
Change+7,302 (+19%)
Value$5.5M (+$696.3K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares44,590 from 43,441
Change+1,149 (+3%)
Value$5.3M (-$61.7K)
Filed 2026-10-23
Kelleher Financial Advisors
INCREASED
Shares43,887 from 39,371
Change+4,516 (+11%)
Value$5.3M (+$360.5K)
Filed 2026-10-30
Parkside Financial Bank & Trust
INCREASED
Shares43,633 from 41,437
Change+2,196 (+5%)
Value$5.2M (+$73.0K)
Filed 2026-10-27
Central Trust Co
INCREASED
Shares43,618 from 42,759
Change+859 (+2%)
Value$5.2M (-$93.3K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares43,543 from 41,485
Change+2,058 (+5%)
Value$5.2M (+$56.1K)
Filed 2026-10-09
CoreCap Advisors, LLC
DECREASED
Shares42,967 from 48,629
Change-5,662 (-12%)
Value$5.1M (-$901.6K)
Filed 2026-10-08
Endeavor Private Wealth, Inc.
INCREASED
Shares42,836 from 42,403
Change+433 (+1%)
Value$5.1M (-$142.9K)
Filed 2026-11-05
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares41,501 from 40,504
Change+997 (+2%)
Value$5.0M (-$66.4K)
Filed 2026-10-07
First Pacific Financial
INCREASED
Shares41,421 from 41,371
Change+50 (+0%)
Value$5.0M (-$183.9K)
Filed 2026-10-14
Diversified Management Inc
INCREASED
Shares41,319 from 41,079
Change+240 (+1%)
Value$5.0M (-$159.9K)
Filed 2026-10-08
Sterling Financial Planning, Inc.
INCREASED
Shares40,191 from 39,975
Change+216 (+1%)
Value$4.8M (-$157.6K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED
Shares39,726 from 71,759
Change-32,033 (-45%)
Value$4.8M (-$4.2M)
Filed 2026-10-22
AMG National Trust Bank
INCREASED
Shares39,628 from 36,512
Change+3,116 (+9%)
Value$4.7M (+$205.8K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares39,611 from 36,097
Change+3,514 (+10%)
Value$4.7M (+$255.4K)
Filed 2026-10-29
BridgePort Financial Solutions, LLC
DECREASED
Shares39,085 from 40,851
Change-1,766 (-4%)
Value$4.7M (-$399.1K)
Filed 2026-11-02
Polaris Investment Advisors, LLC
INCREASED
Shares38,908 from 38,006
Change+902 (+2%)
Value$4.7M (-$66.4K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares38,346 from 37,310
Change+1,036 (+3%)
Value$4.6M (-$47.0K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares38,153 from 36,207
Change+1,946 (+5%)
Value$4.6M (+$66.9K)
Filed 2026-10-26
Harbor Group, Inc.
DECREASED
Shares38,007 from 39,349
Change-1,342 (-3%)
Value$4.6M (-$341.4K)
Filed 2026-10-14
Ascent Group, LLC
INCREASED
Shares37,186 from 32,906
Change+4,280 (+13%)
Value$4.5M (+$361.8K)
Filed 2026-10-30
Sagace Wealth Management LLC
INCREASED
Shares37,173 from 37,046
Change+127 (+0%)
Value$4.5M (-$154.8K)
Filed 2026-10-28
Evolution Wealth Management Inc.
INCREASED
Shares36,083 from 26,672
Change+9,411 (+35%)
Value$4.3M (+$1.0M)
Filed 2026-10-28
One Wealth Capital Management, LLC
DECREASED
Shares35,576 from 48,015
Change-12,439 (-26%)
Value$4.3M (-$1.7M)
Filed 2026-10-23
Csenge Advisory Group
DECREASED
Shares34,161 from 37,677
Change-3,516 (-9%)
Value$4.1M (-$594.2K)
Filed 2026-11-04
Rudd Co d/b/a Styre Wealth
NEW
Shares34,031
Change+34,031
Value$4.0M
Filed 2026-10-29
Omega Financial Group, LLC
DECREASED
Shares34,026 from 35,014
Change-988 (-3%)
Value$4.1M (-$279.1K)
Filed 2026-10-29
Jacksonville Wealth Management, LLC
INCREASED
Shares33,721 from 28,492
Change+5,229 (+18%)
Value$4.0M (+$495.8K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares33,532 from 30,588
Change+2,944 (+10%)
Value$4.0M (+$212.4K)
Filed 2026-10-21
Cornerstone Planning Group LLC
DECREASED
Shares32,950 from 35,881
Change-2,931 (-8%)
Value$4.0M (-$370.5K)
Filed 2026-10-16
Advus Financial Partners, LLC
INCREASED
Shares32,845 from 24,469
Change+8,376 (+34%)
Value$3.9M (+$891.4K)
Filed 2026-10-20
Apeiron RIA LLC
INCREASED
Shares32,110 from 30,454
Change+1,656 (+5%)
Value$3.8M (+$39.4K)
Filed 2026-10-08
Core Wealth Advisors, LLC
DECREASED
Shares31,992 from 40,528
Change-8,536 (-21%)
Value$3.8M (-$1.2M)
Filed 2026-11-05
Lantz Financial LLC
DECREASED
Shares31,668 from 33,603
Change-1,935 (-6%)
Value$3.8M (-$386.1K)
Filed 2026-10-15
BankPlus Wealth Management LLC
DECREASED
Shares31,454 from 32,969
Change-1,515 (-5%)
Value$3.8M (-$333.5K)
Filed 2026-10-13
Shum Financial Group, Inc.
INCREASED
Shares30,723 from 27,393
Change+3,330 (+12%)
Value$3.7M (+$273.3K)
Filed 2026-10-13
W Advisors, LLC
DECREASED
Shares30,251 from 32,280
Change-2,029 (-6%)
Value$3.6M (-$391.3K)
Filed 2026-11-02
ShoreHaven Wealth Partners, LLC
INCREASED
Shares30,239 from 29,862
Change+377 (+1%)
Value$3.6M (-$91.9K)
Filed 2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares30,086 from 28,633
Change+1,453 (+5%)
Value$3.6K (-$3.6M)
Filed 2026-10-14
Forthright Family Wealth Advisory LLC
UNCHANGED
Shares29,574 from 29,574
Change0 (0%)
Value$3.5M (-$135.7K)
Filed 2026-11-03
MMA Asset Management LLC
INCREASED
Shares29,478 from 28,104
Change+1,374 (+5%)
Value$3.5M (+$35.6K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares28,831 from 54,750
Change-25,919 (-47%)
Value$3.5M (-$3.4M)
Filed 2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED
Shares28,566 from 29,888
Change-1,322 (-4%)
Value$3.4M (-$295.6K)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares28,228 from 28,970
Change-742 (-3%)
Value$3.4M (-$221.9K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
DECREASED
Shares27,725 from 32,023
Change-4,298 (-13%)
Value$3.3M (-$662.1K)
Filed 2026-10-07
Absolute Capital Management, LLC
DECREASED
Shares27,655 from 29,548
Change-1,893 (-6%)
Value$3.3M (-$362.4K)
Filed 2026-10-16
SWP Financial LLC
INCREASED
Shares27,266 from 7,173
Change+20,093 (+280%)
Value$3.3M (+$2.4M)
Filed 2026-10-23
Ashton Thomas Securities, LLC
NEW
Shares26,951
Change+26,951
Value$3.2M
Filed 2026-10-26
Stone Summit Wealth LLC
INCREASED
Shares25,589 from 22,193
Change+3,396 (+15%)
Value$3.1M (+$305.0K)
Filed 2026-10-14
Carnegie Investment Counsel
INCREASED
Shares25,280 from 24,786
Change+494 (+2%)
Value$3.0M (-$54.6K)
Filed 2026-10-20
Jnba Financial Advisors
DECREASED
Shares25,098 from 25,502
Change-404 (-2%)
Value$3.0M (-$165.5K)
Filed 2026-11-03
Smart Wealth LLC
INCREASED
Shares25,087 from 21,547
Change+3,540 (+16%)
Value$3.0M (+$325.3K)
Filed 2026-11-04
Patten Group, Inc.
DECREASED
Shares24,911 from 30,330
Change-5,419 (-18%)
Value$3.0M (-$788.6K)
Filed 2026-10-26
Rose Capital Advisors LLC
NEW
Shares24,882
Change+24,882
Value$3.0M
Filed 2026-11-04
Ifrah Financial Services, Inc.
INCREASED
Shares23,905 from 23,777
Change+128 (+1%)
Value$2.9M (-$93.8K)
Filed 2026-10-13
Affiance Financial, LLC
UNCHANGED
Shares23,689 from 23,689
Change0 (0%)
Value$2.8M (-$108.7K)
Filed 2026-10-15
American Financial & TAX Strategies Inc
UNCHANGED
Shares23,452 from 23,452
Change0 (0%)
Value$2.8M (-$107.6K)
Filed 2026-10-16
Maia Wealth LLC
DECREASED
Shares23,144 from 26,025
Change-2,881 (-11%)
Value$2.8M (-$464.7K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares22,912 from 21,885
Change+1,027 (+5%)
Value$2.7M (+$22.6K)
Filed 2026-10-28
TSA Wealth Managment LLC
DECREASED
Shares22,306 from 42,253
Change-19,947 (-47%)
Value$2.7M (-$2.6M)
Filed 2026-10-22
First Horizon Corp
UNCHANGED
Shares21,862 from 21,862
Change0 (0%)
Value$2.6M (-$100.3K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares21,764 from 12,959
Change+8,805 (+68%)
Value$2.6M (+$995.5K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares21,674 from 21,729
Change-55 (0%)
Value$2.6M (-$106.3K)
Filed 2026-10-28
Foundation Wealth Management, LLC
DECREASED
Shares21,380 from 21,738
Change-358 (-2%)
Value$2.6M (-$142.6K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares21,334
Change+21,334
Value$2.6M
Filed 2026-11-03
Clayton Financial Group LLC
INCREASED
Shares21,284 from 18,122
Change+3,162 (+17%)
Value$2.6M (+$295.7K)
Filed 2026-10-13
Able Wealth Management LLC
DECREASED
Shares21,256 from 30,805
Change-9,549 (-31%)
Value$2.6M (-$1.3M)
Filed 2026-10-13
Gen-Wealth Partners Inc
INCREASED
Shares21,083 from 19,588
Change+1,495 (+8%)
Value$2.5M (+$89.2K)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares20,731 from 25,552
Change-4,821 (-19%)
Value$2.5M (-$695.0K)
Filed 2026-10-20
Avestar Capital, LLC
DECREASED
Shares20,356 from 20,402
Change-46 (0%)
Value$2.4M (-$99.2K)
Filed 2026-10-28
Washington Trust Bank
DECREASED
Shares20,060 from 20,465
Change-405 (-2%)
Value$2.4M (-$142.5K)
Filed 2026-11-03
Barden Capital Management, Inc.
INCREASED
Shares20,041 from 19,828
Change+213 (+1%)
Value$2.4M (-$65.5K)
Filed 2026-10-09
Archer Investment Management, LLC
INCREASED
Shares19,768 from 9,843
Change+9,925 (+101%)
Value$2.4M (+$1.1M)
Filed 2026-10-13
Balefire, LLC
INCREASED
Shares19,638 from 11,094
Change+8,544 (+77%)
Value$2.4M (+$972.9K)
Filed 2026-10-09
Commonwealth Retirement Investments LLC
DECREASED
Shares19,561 from 19,734
Change-173 (-1%)
Value$2.3M (-$111.3K)
Filed 2026-10-26
Zenith Solutions, Inc.
DECREASED
Shares19,553 from 21,968
Change-2,415 (-11%)
Value$2.3M (-$390.2K)
Filed 2026-10-19
One Advisory Partners, LLC
DECREASED
Shares19,377 from 49,230
Change-29,853 (-61%)
Value$2.3M (-$3.8M)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares19,229 from 18,666
Change+563 (+3%)
Value$2.3M (-$18.2K)
Filed 2026-10-30
TD Private Client Wealth LLC
INCREASED
Shares19,217 from 18,803
Change+414 (+2%)
Value$2.3M (-$36.7K)
Filed 2026-10-28
Scissortail Wealth Management, LLC
INCREASED
Shares18,855 from 18,439
Change+416 (+2%)
Value$2.3M (-$34.8K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares18,763 from 10,485
Change+8,278 (+79%)
Value$2.2M (+$943.8K)
Filed 2026-10-26
Obsidian CIO, LLC
INCREASED
Shares18,732 from 17,588
Change+1,144 (+7%)
Value$2.2M (+$56.3K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares18,704 from 14,055
Change+4,649 (+33%)
Value$2.2M (+$492.6K)
Filed 2026-10-14
Angeles Investment Advisors, LLC
UNCHANGED
Shares18,315 from 18,315
Change0 (0%)
Value$2.2M (-$84.1K)
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
DECREASED
Shares18,227 from 18,252
Change-25 (0%)
Value$2.2M (-$86.8K)
Filed 2026-10-26
Cannon Financial Strategists, Inc.
DECREASED
Shares17,994 from 18,940
Change-946 (-5%)
Value$2.2M (-$200.3K)
Filed 2026-10-19
Market Street Wealth Management Advisors LLC
DECREASED
Shares17,682 from 19,242
Change-1,560 (-8%)
Value$2.1M (-$275.3K)
Filed 2026-10-09
RFG Advisory, LLC
DECREASED
Shares17,522 from 22,328
Change-4,806 (-22%)
Value$2.1M (-$678.3K)
Filed 2026-11-03
Keystone Wealth Services, LLC
DECREASED
Shares17,458 from 17,540
Change-82 (0%)
Value$2.1M (-$79.2K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares17,407 from 2,695
Change+14,712 (+546%)
Value$2.1M (+$1.8M)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares17,287 from 17,807
Change-520 (-3%)
Value$2.1M (-$144.0K)
Filed 2026-11-04
Allegheny Financial Group
INCREASED
Shares17,281 from 16,682
Change+599 (+4%)
Value$2.1M (-$4.8K)
Filed 2026-11-05
MKD Wealth Coaches, LLC
DECREASED
Shares17,279 from 17,416
Change-137 (-1%)
Value$2.1M (-$96.4K)
Filed 2026-10-09
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares17,275 from 17,275
Change0 (0%)
Value$2.1M (-$79.3K)
Filed 2026-10-22
Firethorn Wealth Partners, LLC
DECREASED
Shares16,963 from 17,347
Change-384 (-2%)
Value$2.0M (-$125.6K)
Filed 2026-10-14
Odyssey Capital Advisors, Inc.
INCREASED
Shares16,869 from 15,836
Change+1,033 (+7%)
Value$2.0M (+$51.1K)
Filed 2026-10-26
Integrated Advisors Network LLC
NEW
Shares16,646
Change+16,646
Value$2.0M
Filed 2026-10-20
Advisory Solutions Group, LLC
INCREASED
Shares16,509 from 16,329
Change+180 (+1%)
Value$2.0M (-$53.4K)
Filed 2026-10-14
Patton Albertson Miller Group, LLC
DECREASED
Shares16,497 from 17,075
Change-578 (-3%)
Value$2.0M (-$147.6K)
Filed 2026-10-26
BCU Wealth Advisors, LLC
DECREASED
Shares16,464 from 17,889
Change-1,425 (-8%)
Value$2.0M (-$252.9K)
Filed 2026-10-16
Centurion Wealth Management LLC
INCREASED
Shares16,404 from 8,806
Change+7,598 (+86%)
Value$2.0M (+$870.1K)
Filed 2026-10-13
Tanglewood Wealth Management, Inc.
DECREASED
Shares16,380 from 16,818
Change-438 (-3%)
Value$2.0M (-$129.7K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
INCREASED
Shares16,342 from 8,124
Change+8,218 (+101%)
Value$2.0M (+$947.5K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares16,177 from 23,728
Change-7,551 (-32%)
Value$1.9M (-$1.0M)
Filed 2026-10-14
ARK & TLK Investments, LLC
DECREASED
Shares15,953 from 16,795
Change-842 (-5%)
Value$1.9M (-$177.9K)
Filed 2026-10-20
Midwest Trust Co
UNCHANGED
Shares15,799 from 15,799
Change0 (0%)
Value$1.9M (-$72.5K)
Filed 2026-10-22
Strata Wealth Advisors, LLC
DECREASED
Shares15,397 from 15,420
Change-23 (0%)
Value$1.8M (-$73.6K)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
INCREASED
Shares15,043 from 14,596
Change+447 (+3%)
Value$1.8M (+$10.6K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares15,012 from 24,731
Change-9,719 (-39%)
Value$1.8M (-$1.3M)
Filed 2026-11-02
InvesTrust
DECREASED
Shares14,671 from 22,155
Change-7,484 (-34%)
Value$1.8M (-$998.5K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares14,436 from 14,442
Change-6 (0%)
Value$1.7M (-$67.0K)
Filed 2026-10-23
Sage Financial Group Inc
INCREASED
Shares14,259 from 10,982
Change+3,277 (+30%)
Value$1.7M (+$342.3K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
INCREASED
Shares14,162 from 13,869
Change+293 (+2%)
Value$1.7M (-$28.5K)
Filed 2026-10-20
Unify Financial Advisors
DECREASED
Shares13,904 from 16,951
Change-3,047 (-18%)
Value$1.7M (-$443.0K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
DECREASED
Shares13,779 from 13,898
Change-119 (-1%)
Value$1.7M (-$78.1K)
Filed 2026-10-08
Pachira Investments Inc.
UNCHANGED
Shares13,742 from 13,742
Change0 (0%)
Value$1.6M (-$63.1K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares13,720 from 14,490
Change-770 (-5%)
Value$1.6M (-$158.7K)
Filed 2026-10-15
Two West Capital Advisors LLC
DECREASED
Shares13,711 from 15,087
Change-1,376 (-9%)
Value$1.7M (-$142.8K)
Filed 2026-10-15
Stage Harbor Financial, LLC
INCREASED
Shares13,561 from 12,077
Change+1,484 (+12%)
Value$1.6M (+$122.4K)
Filed 2026-11-03
Embree Financial Group
DECREASED
Shares13,502 from 13,969
Change-467 (-3%)
Value$1.6M (-$120.0K)
Filed 2026-10-22
Valley National Advisers Inc
UNCHANGED
Shares13,387 from 13,387
Change0 (0%)
Value$1.6M (-$61.5K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares12,873 from 13,546
Change-673 (-5%)
Value$1.5M (-$152.1K)
Filed 2026-10-23
APS Management Group, Inc.
DECREASED
Shares12,394 from 12,618
Change-224 (-2%)
Value$1.5M (-$84.8K)
Filed 2026-10-14
McAdam, LLC
DECREASED
Shares12,380 from 12,438
Change-58 (0%)
Value$1.5M (-$64.1K)
Filed 2026-10-21
Bison Wealth, LLC
DECREASED
Shares12,307 from 12,359
Change-52 (0%)
Value$1.5M (-$74.2K)
Filed 2026-10-13
Dynamic Financial Group
DECREASED
Shares12,159 from 12,303
Change-144 (-1%)
Value$1.5M (-$73.7K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares11,830 from 9,396
Change+2,434 (+26%)
Value$1.4M (+$248.5K)
Filed 2026-10-16
Wingate Wealth Advisors, Inc.
DECREASED
Shares11,774 from 12,387
Change-613 (-5%)
Value$1.4M (-$130.3K)
Filed 2026-10-26
Beacon Financial Planning, Inc
DECREASED
Shares11,253 from 11,927
Change-674 (-6%)
Value$1.3M (-$135.5K)
Filed 2026-11-04
MFG Investments, LLC
NEW
Shares11,181
Change+11,181
Value$1.3M
Filed 2026-10-30
FWG Investments, Llc.
DECREASED
Shares11,120 from 14,601
Change-3,481 (-24%)
Value$1.3M (-$484.1K)
Filed 2026-11-03
Pinnacle Associates LTD
UNCHANGED
Shares11,053 from 11,053
Change0 (0%)
Value$1.3M (-$50.7K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED
Shares11,020 from 15,733
Change-4,713 (-30%)
Value$1.3M (-$636.9K)
Filed 2026-10-08
Signal Advisors Wealth, LLC
INCREASED
Shares10,878 from 10,675
Change+203 (+2%)
Value$1.3M (-$24.6K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
INCREASED
Shares10,800 from 10,734
Change+66 (+1%)
Value$1.3M (-$41.4K)
Filed 2026-11-04
J.M. Arbour, LLC
DECREASED
Shares10,764 from 14,332
Change-3,568 (-25%)
Value$1.3M (-$493.4K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares10,739 from 12,722
Change-1,983 (-16%)
Value$1.3K (-$1.6M)
Filed 2026-10-22
SBK Financial, Inc.
UNCHANGED
Shares10,728 from 10,728
Change0 (0%)
Value$1.3M (-$49.2K)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares10,671 from 11,166
Change-495 (-4%)
Value$1.3M (-$110.6K)
Filed 2026-10-23
First Heartland Consultants, Inc.
DECREASED
Shares10,660 from 13,204
Change-2,544 (-19%)
Value$1.3M (-$365.5K)
Filed 2026-10-08
American State Bank (Iowa)
INCREASED
Shares10,504 from 9,974
Change+530 (+5%)
Value$1.3M (+$17.7K)
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares10,430 from 11,416
Change-986 (-9%)
Value$1.2M (-$170.6K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares10,286 from 7,175
Change+3,111 (+43%)
Value$1.2M (+$326.6K)
Filed 2026-11-04
Quadrant Private Wealth Management, LLC
NEW
Shares10,216
Change+10,216
Value$1.2M
Filed 2026-11-04
Kestra Investment Management, LLC
DECREASED
Shares10,146 from 12,462
Change-2,316 (-19%)
Value$1.2M (-$334.7K)
Filed 2026-11-04
Triad Wealth Partners, LLC
INCREASED
Shares10,143 from 9,557
Change+586 (+6%)
Value$1.2M (+$48.7K)
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares10,122 from 10,142
Change-20 (0%)
Value$1.2M (-$49.0K)
Filed 2026-11-03
Evergreen Capital Management LLC
UNCHANGED
Shares10,112 from 10,112
Change0 (0%)
Value$1.2M (-$46.4K)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares10,063 from 10,063
Change0 (0%)
Value$1.2M (-$46.2K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares10,015 from 9,716
Change+299 (+3%)
Value$1.2M (-$8.8K)
Filed 2026-11-02
Ritholtz Wealth Management
DECREASED
Shares9,932 from 12,452
Change-2,520 (-20%)
Value$1.2M (-$359.2K)
Filed 2026-11-05
Lmcg Investments, LLC
INCREASED
Shares9,921 from 7,448
Change+2,473 (+33%)
Value$1.2M (+$262.2K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares9,867 from 12,415
Change-2,548 (-21%)
Value$1.2M (-$362.2K)
Filed 2026-10-14
Claro Advisors Inc.
DECREASED
Shares9,811 from 11,103
Change-1,292 (-12%)
Value$1.2M (-$205.8K)
Filed 2026-11-02
Asset One Wealth Management LLC
NEW
Shares9,794
Change+9,794
Value$1.2M
Filed 2026-11-02
Mechanics Bank Trust Department
DECREASED
Shares9,754 from 11,003
Change-1,249 (-11%)
Value$1.2M (-$200.2K)
Filed 2026-10-13
First Citizens Financial Corp
DECREASED
Shares9,667 from 9,822
Change-155 (-2%)
Value$1.2M (-$63.7K)
Filed 2026-10-02
Canvas Wealth Advisors, LLC
DECREASED
Shares9,640 from 9,962
Change-322 (-3%)
Value$1.2M (-$78.4K)
Filed 2026-11-02
Davenport & Co LLC
INCREASED
Shares9,640 from 9,473
Change+167 (+2%)
Value$1.2M (-$23.5K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
DECREASED
Shares9,601 from 12,409
Change-2,808 (-23%)
Value$1.2M (-$393.4K)
Filed 2026-11-03
Raleigh Capital Management Inc.
DECREASED
Shares9,565 from 10,379
Change-814 (-8%)
Value$1.1M (-$145.2K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
DECREASED
Shares9,314 from 11,405
Change-2,091 (-18%)
Value$1.1M (-$154.0K)
Filed 2026-10-13
Facet Wealth, Inc.
DECREASED
Shares9,297 from 10,010
Change-713 (-7%)
Value$1.1M (-$131.4K)
Filed 2026-11-04
Luts & Greenleigh Group, Inc.
DECREASED
Shares9,284 from 9,405
Change-121 (-1%)
Value$1.1M (-$57.7K)
Filed 2026-11-05
Sherman Wealth Management LLC
UNCHANGED
Shares9,261 from 9,261
Change0 (0%)
Value$1.1M (-$42.5K)
Filed 2026-10-16
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares9,204 from 8,654
Change+550 (+6%)
Value$1.1M (+$26.2K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED
Shares9,090 from 6,206
Change+2,884 (+46%)
Value$884.2K (+$290.0K)
Filed 2026-11-04
Avantax Planning Partners, Inc.
DECREASED
Shares9,049 from 9,056
Change-7 (0%)
Value$1.1M (-$42.4K)
Filed 2026-11-03
Apella Capital, LLC
NEW
Shares8,871
Change+8,871
Value$1.1M
Filed 2026-10-08
Alterna Wealth Management, Inc
DECREASED
Shares8,836 from 11,254
Change-2,418 (-21%)
Value$1.1M (-$341.4K)
Filed 2026-10-27
PCG Asset Management, LLC
NEW
Shares8,823
Change+8,823
Value$1.1M
Filed 2026-11-05
Unique Wealth, LLC
INCREASED
Shares8,591 from 7,581
Change+1,010 (+13%)
Value$1.0M (+$86.2K)
Filed 2026-10-16
Aspire Private Capital, LLC
DECREASED
Shares8,560 from 9,175
Change-615 (-7%)
Value$1.0M (-$115.8K)
Filed 2026-11-05
Meridian Wealth Management, LLC
DECREASED
Shares8,512 from 8,886
Change-374 (-4%)
Value$1.0M (-$85.7K)
Filed 2026-11-05
Mycio Wealth Partners, LLC
UNCHANGED
Shares8,437 from 8,437
Change0 (0%)
Value$1.0M (-$38.7K)
Filed 2026-11-04
ASL Financial, LLC
INCREASED
Shares8,382 from 6,220
Change+2,162 (+35%)
Value$1.0M (+$230.5K)
Filed 2026-10-15
Legacy Advisory Services, LLC
NEW
Shares8,253
Change+8,253
Value$989.0K
Filed 2026-10-20
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares8,209 from 8,209
Change0 (0%)
Value$983.7K (-$37.7K)
Filed 2026-10-09
LVW Advisors, LLC
DECREASED
Shares8,202 from 8,629
Change-427 (-5%)
Value$982.8K (-$90.8K)
Filed 2026-10-19
BIP Wealth, LLC
DECREASED
Shares8,170 from 8,351
Change-181 (-2%)
Value$979.0K (-$60.0K)
Filed 2026-10-22
Interchange Capital Partners, LLC
DECREASED
Shares8,168 from 9,425
Change-1,257 (-13%)
Value$974.5K (-$198.1K)
Filed 2026-10-28
Balance Wealth Partners LLC
DECREASED
Shares8,168 from 9,362
Change-1,194 (-13%)
Value$978.7K (-$186.1K)
Filed 2026-10-27
Addenda Capital Inc.
NEW
Shares8,143
Change+8,143
Value$975.8K
Filed 2026-10-13
Milestone Investment Advisors LLC
UNCHANGED
Shares8,114 from 8,114
Change0 (0%)
Value$972.3K (-$37.2K)
Filed 2026-11-05
Collective Family Office LLC
INCREASED
Shares8,110 from 8,049
Change+61 (+1%)
Value$971.8K (-$29.6K)
Filed 2026-10-05
M Holdings Securities, Inc.
NEW
Shares8,099
Change+8,099
Value$966.0K
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares8,085 from 8,190
Change-105 (-1%)
Value$968.9K (-$50.2K)
Filed 2026-11-04
Mainstream Capital Management LLC
DECREASED
Shares7,916 from 9,832
Change-1,916 (-19%)
Value$948.6K (-$274.7K)
Filed 2026-10-23
Mosley Wealth Management
DECREASED
Shares7,878 from 8,697
Change-819 (-9%)
Value$941.3K (-$140.7K)
Filed 2026-10-16
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares7,874 from 8,905
Change-1,031 (-12%)
Value$943.5K (-$164.5K)
Filed 2026-10-16
Jacobi Capital Management LLC
DECREASED
Shares7,844 from 7,868
Change-24 (0%)
Value$940.0K (-$39.0K)
Filed 2026-11-05
Sound Financial Strategies Group, LLC
INCREASED
Shares7,823 from 7,798
Change+25 (+0%)
Value$937.4K (-$32.8K)
Filed 2026-10-30
Targeted Financial Services LLC
DECREASED
Shares7,818 from 7,956
Change-138 (-2%)
Value$936.8K (-$53.1K)
Filed 2026-10-19
James J. Burns & Company, LLC
UNCHANGED
Shares7,751 from 7,751
Change0 (0%)
Value$928.8K (-$35.6K)
Filed 2026-10-22
Asempa Wealth Advisors
DECREASED
Shares7,699 from 8,172
Change-473 (-6%)
Value$918.0K (-$98.8K)
Filed 2026-10-07
GGM Financial LLC
DECREASED
Shares7,618 from 7,846
Change-228 (-3%)
Value$912.8K (-$63.3K)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares7,615 from 7,312
Change+303 (+4%)
Value$912.5K (+$2.7K)
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares7,610 from 6,823
Change+787 (+12%)
Value$911.9K (+$63.0K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares7,541 from 7,541
Change0 (0%)
Value$903.7K (-$34.6K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED
Shares7,374 from 8,583
Change-1,209 (-14%)
Value$883.6K (-$184.3K)
Filed 2026-10-13
Arcadia Wealth Management, LLC
DECREASED
Shares7,335 from 10,883
Change-3,548 (-33%)
Value$879.0K (-$475.2K)
Filed 2026-10-22
Palisade Asset Management, LLC
DECREASED
Shares7,290 from 7,684
Change-394 (-5%)
Value$873.6K (-$82.5K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares7,271 from 8,772
Change-1,501 (-17%)
Value$871.3K (-$220.1K)
Filed 2026-10-20
Stackstone Wealth, LLC
NEW
Shares7,221
Change+7,221
Value$865.3K
Filed 2026-10-19
James Investment Research, Inc.
INCREASED
Shares7,162 from 7,080
Change+82 (+1%)
Value$858.2K (-$22.7K)
Filed 2026-10-22
Noble Family Wealth, LLC
UNCHANGED
Shares7,160 from 7,160
Change0 (0%)
Value$858.0K (-$32.9K)
Filed 2026-10-26
Net Worth Advisory Group
INCREASED
Shares7,158 from 7,032
Change+126 (+2%)
Value$853.5K (-$21.4K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
DECREASED
Shares7,146 from 7,689
Change-543 (-7%)
Value$859.6K (-$97.1K)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares6,925 from 6,914
Change+11 (+0%)
Value$829.8K (-$30.5K)
Filed 2026-10-28
Tassel Capital Management, Inc.
INCREASED
Shares6,913 from 6,131
Change+782 (+13%)
Value$828.4K (+$65.6K)
Filed 2026-10-20
Northland Securities, Inc.
DECREASED
Shares6,913 from 7,110
Change-197 (-3%)
Value$828.4K (-$56.2K)
Filed 2026-11-02
Avantra Family Wealth, Inc.
INCREASED
Shares6,888 from 6,028
Change+860 (+14%)
Value$825.4K (+$75.4K)
Filed 2026-10-20
SilverOak Wealth Management LLC
INCREASED
Shares6,865 from 6,805
Change+60 (+1%)
Value$822.6K (-$24.0K)
Filed 2026-10-29
Fulton Bank, N.A.
INCREASED
Shares6,814 from 3,497
Change+3,317 (+95%)
Value$816.5K (+$381.4K)
Filed 2026-10-14
Associated Banc-Corp
INCREASED
Shares6,749 from 5,822
Change+927 (+16%)
Value$808.7K (+$84.4K)
Filed 2026-10-30
PFG Advisors
DECREASED
Shares6,746 from 6,842
Change-96 (-1%)
Value$808.4K (-$42.9K)
Filed 2026-10-16
Central Pacific Bank - Trust Division
UNCHANGED
Shares6,715 from 6,715
Change0 (0%)
Value$804.7K (-$30.8K)
Filed 2026-10-06
Semus Wealth Partners LLC
DECREASED
Shares6,661 from 6,793
Change-132 (-2%)
Value$798.2K (-$47.0K)
Filed 2026-10-22
Birch Hill Investment Advisors LLC
INCREASED
Shares6,650 from 5,450
Change+1,200 (+22%)
Value$796.9K (+$118.8K)
Filed 2026-10-16
LifeSteps Financial, Inc.
INCREASED
Shares6,644 from 1,080
Change+5,564 (+515%)
Value$796.1K (+$661.7K)
Filed 2026-10-15
Univest Financial Corp
DECREASED
Shares6,632 from 6,657
Change-25 (0%)
Value$794.7K (-$33.6K)
Filed 2026-11-05
Rockland Trust Co
DECREASED
Shares6,619 from 6,641
Change-22 (0%)
Value$793.2K (-$33.1K)
Filed 2026-10-05
Baker Tilly Wealth Management, LLC
INCREASED
Shares6,606 from 4,000
Change+2,606 (+65%)
Value$791.6K (+$293.9K)
Filed 2026-10-05
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares6,547 from 19,572
Change-13,025 (-67%)
Value$784.6K (-$1.7M)
Filed 2026-10-26
Omni 360 Wealth, Inc.
DECREASED
Shares6,372 from 6,698
Change-326 (-5%)
Value$763.6K (-$69.8K)
Filed 2026-10-13
RCS Financial Planning, LLC
DECREASED
Shares6,268 from 7,023
Change-755 (-11%)
Value$751.1K (-$122.7K)
Filed 2026-10-14
Klingman & Associates, LLC
DECREASED
Shares6,249 from 7,325
Change-1,076 (-15%)
Value$748.8K (-$162.6K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
DECREASED
Shares6,160 from 7,478
Change-1,318 (-18%)
Value$738.1K (-$192.2K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
INCREASED
Shares6,080 from 5,092
Change+988 (+19%)
Value$728.7K (+$95.0K)
Filed 2026-11-03
Bayban
UNCHANGED
Shares5,997 from 5,997
Change0 (0%)
Value$746.1K ($0)
Filed 2026-11-05
Cypress Capital Group
UNCHANGED
Shares5,958 from 5,958
Change0 (0%)
Value$713.9K (-$27.3K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares5,954 from 4,595
Change+1,359 (+30%)
Value$722.4K (+$150.7K)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares5,946 from 9,981
Change-4,035 (-40%)
Value$712.5K (-$529.3K)
Filed 2026-11-04
Washington Trust Co
DECREASED
Shares5,863 from 7,895
Change-2,032 (-26%)
Value$702.6K (-$279.7K)
Filed 2026-10-22
HRC Wealth Management, LLC
DECREASED
Shares5,823 from 6,021
Change-198 (-3%)
Value$697.8K (-$51.4K)
Filed 2026-10-16
A4 Wealth Advisors LLC
INCREASED
Shares5,723 from 2,134
Change+3,589 (+168%)
Value$685.8K (+$420.3K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares5,635 from 5,120
Change+515 (+10%)
Value$675.3K (+$38.3K)
Filed 2026-10-13
Sentinel Advisory Group, LLC
UNCHANGED
Shares5,590 from 5,590
Change0 (0%)
Value$669.9K (-$25.7K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED
Shares5,577 from 5,577
Change0 (0%)
Value$664.9K (-$28.9K)
Filed 2026-10-16
Confluence Wealth Services, Inc.
DECREASED
Shares5,553 from 6,963
Change-1,410 (-20%)
Value$665.3K (-$201.0K)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares5,548 from 3,793
Change+1,755 (+46%)
Value$663.6K (+$191.7K)
Filed 2026-10-13
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares5,471 from 5,471
Change0 (0%)
Value$655.6K (-$25.1K)
Filed 2026-10-27
Carmel Capital Partners, LLC
NEW
Shares5,332
Change+5,332
Value$638.9K
Filed 2026-11-03
Independence Bank of Kentucky
UNCHANGED
Shares5,266 from 5,266
Change0 (0%)
Value$631.0K (-$24.2K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares5,244 from 251
Change+4,993 (+1989%)
Value$628.3K (+$597.1K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
DECREASED
Shares5,183 from 5,535
Change-352 (-6%)
Value$621.1K (-$67.6K)
Filed 2026-10-15
Montecito Bank & Trust
UNCHANGED
Shares5,156 from 5,156
Change0 (0%)
Value$617.8K (-$23.7K)
Filed 2026-10-01
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares5,147 from 11,088
Change-5,941 (-54%)
Value$616.8K (-$762.8K)
Filed 2026-11-05
Cedar Point Capital Partners, LLC
INCREASED
Shares5,108 from 4,598
Change+510 (+11%)
Value$612.0K (+$40.0K)
Filed 2026-10-29
Trust Co of Vermont
UNCHANGED
Shares5,057 from 5,057
Change0 (0%)
Value$606.0K (-$23.2K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares5,032 from 5,055
Change-23 (0%)
Value$603.0K (-$26.0K)
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares5,007 from 5,007
Change0 (0%)
Value$600.0K (-$23.0K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares4,956 from 5,526
Change-570 (-10%)
Value$594.0K (-$93.7K)
Filed 2026-11-04
Mission Wealth Management, LP
INCREASED
Shares4,797 from 3,744
Change+1,053 (+28%)
Value$574.8K (+$109.0K)
Filed 2026-10-15
Aegis Wealth Management, Inc.
INCREASED
Shares4,775 from 4,462
Change+313 (+7%)
Value$572.2K (+$17.0K)
Filed 2026-10-26
Spectrum Advisors, Inc.
DECREASED
Shares4,748 from 4,783
Change-35 (-1%)
Value$569.0K (-$26.2K)
Filed 2026-11-03
Narus Financial Partners, LLC
DECREASED
Shares4,744 from 4,988
Change-244 (-5%)
Value$568.5K (-$52.1K)
Filed 2026-10-19
Decker Retirement Planning Inc.
DECREASED
Shares4,742 from 5,138
Change-396 (-8%)
Value$568.3K (-$71.0K)
Filed 2026-10-19
Cape Investment Advisory, Inc.
INCREASED
Shares4,674 from 4,295
Change+379 (+9%)
Value$560.1K (+$25.7K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
UNCHANGED
Shares4,631 from 4,631
Change0 (0%)
Value$545.3K (-$6.3K)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares4,601 from 5,123
Change-522 (-10%)
Value$551.4K (-$86.1K)
Filed 2026-10-14
Centennial Advisors, LLC
DECREASED
Shares4,510 from 4,964
Change-454 (-9%)
Value$540.5K (-$77.1K)
Filed 2026-10-21
Peterson Wealth Advisors, LLC
INCREASED
Shares4,491 from 4,479
Change+12 (+0%)
Value$538.2K (-$19.0K)
Filed 2026-10-08
Accelerate Investment Advisors LLC
DECREASED
Shares4,486 from 9,616
Change-5,130 (-53%)
Value$537.6K (-$658.9K)
Filed 2026-11-02
Leisure Capital Management
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$536.5K (-$20.6K)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares4,445 from 4,446
Change-1 (0%)
Value$532.6K (-$20.5K)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares4,442 from 4,371
Change+71 (+2%)
Value$532.3K (-$11.5K)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares4,361 from 4,404
Change-43 (-1%)
Value$522.6K (-$25.4K)
Filed 2026-11-04
Harbour Capital Advisors, LLC
UNCHANGED
Shares4,321 from 4,321
Change0 (0%)
Value$517.8K (-$12.2K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares4,304 from 2,197
Change+2,107 (+96%)
Value$515.7K (+$242.3K)
Filed 2026-10-21
Aspiriant, LLC
INCREASED
Shares4,277 from 4,137
Change+140 (+3%)
Value$512.6K (-$2.2K)
Filed 2026-10-16
Latitude Advisors, LLC
DECREASED
Shares4,243 from 7,273
Change-3,030 (-42%)
Value$508.5K (-$396.5K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED
Shares4,233 from 4,216
Change+17 (+0%)
Value$507.2K (-$17.3K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares4,213 from 4,237
Change-24 (-1%)
Value$504.8K (-$22.3K)
Filed 2026-10-05
Unified Investment Management
INCREASED
Shares4,189 from 3,779
Change+410 (+11%)
Value$502.0K (+$31.8K)
Filed 2026-10-14
Hickory Point Bank & Trust
UNCHANGED
Shares4,174 from 4,174
Change0 (0%)
Value$500.2K (-$19.2K)
Filed 2026-10-01
Vann Equity Management LLC
INCREASED
Shares4,145 from 4,093
Change+52 (+1%)
Value$496.7K (-$12.6K)
Filed 2026-10-08
Summit Financial Strategies, Inc.
INCREASED
Shares4,125 from 2,976
Change+1,149 (+39%)
Value$494.3K (+$124.0K)
Filed 2026-10-14
Sheets Smith Wealth Management
DECREASED
Shares4,008 from 4,140
Change-132 (-3%)
Value$480.3K (-$34.8K)
Filed 2026-10-16
Eastern Bank
DECREASED
Shares4,002 from 6,117
Change-2,115 (-35%)
Value$479.6K (-$281.5K)
Filed 2026-10-05
Modera Wealth Management, LLC
INCREASED
Shares3,998 from 3,128
Change+870 (+28%)
Value$479.1K (+$89.9K)
Filed 2026-10-28
Droms Strauss Advisors Inc
DECREASED
Shares3,997 from 4,005
Change-8 (0%)
Value$479.0K (-$19.3K)
Filed 2026-11-03
Elevation Wealth Management LLC
DECREASED
Shares3,971 from 4,163
Change-192 (-5%)
Value$475.9K (-$42.1K)
Filed 2026-11-02
Blue Capital, Inc.
DECREASED
Shares3,957 from 3,971
Change-14 (0%)
Value$474.2K (-$19.9K)
Filed 2026-10-13
Fifth Third Securities, Inc.
NEW
Shares3,948
Change+3,948
Value$473.1K
Filed 2026-10-21
Daymark Wealth Partners, LLC
DECREASED
Shares3,875 from 4,294
Change-419 (-10%)
Value$464.3K (-$69.9K)
Filed 2026-11-04
Hilltop National Bank
UNCHANGED
Shares3,875 from 3,875
Change0 (0%)
Value$464.3K (-$17.8K)
Filed 2026-10-14
Pines Wealth Management, LLC
INCREASED
Shares3,844 from 3,773
Change+71 (+2%)
Value$460.6K (-$8.8K)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares3,717 from 3,555
Change+162 (+5%)
Value$445.4K (+$3.1K)
Filed 2026-11-03
Cooper Financial Group
DECREASED
Shares3,680 from 3,782
Change-102 (-3%)
Value$441.0K (-$29.5K)
Filed 2026-10-07
Old National Bancorp
DECREASED
Shares3,680 from 3,690
Change-10 (0%)
Value$441.0K (-$18.1K)
Filed 2026-10-20
Guidance Point Advisors, LLC
UNCHANGED
Shares3,663 from 3,663
Change0 (0%)
Value$438.9K (-$16.8K)
Filed 2026-10-15
Wolff Financial Management LLC
UNCHANGED
Shares3,652 from 3,652
Change0 (0%)
Value$437.7K (-$16.8K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED
Shares3,615 from 3,615
Change0 (0%)
Value$433.2K (-$16.6K)
Filed 2026-10-22
Sapient Capital LLC
INCREASED
Shares3,609 from 3,580
Change+29 (+1%)
Value$432.5K (-$13.0K)
Filed 2026-10-08
Aspen Wealth Management LLC
UNCHANGED
Shares3,582 from 3,582
Change0 (0%)
Value$429.2K (-$16.4K)
Filed 2026-10-14
Doliver Advisors, LP
DECREASED
Shares3,566 from 3,570
Change-4 (0%)
Value$427.3K (-$16.9K)
Filed 2026-10-01
Bluedoor Private Wealth, LLC
UNCHANGED
Shares3,519 from 3,519
Change0 (0%)
Value$421.7K (-$16.2K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares3,502 from 3,224
Change+278 (+9%)
Value$419.6K (+$18.5K)
Filed 2026-10-14
GHP Investment Advisors, Inc.
DECREASED
Shares3,480 from 3,506
Change-26 (-1%)
Value$417.0K (-$19.2K)
Filed 2026-10-15
Milestone Asset Management Group, LLC
UNCHANGED
Shares3,449 from 3,449
Change0 (0%)
Value$413.3K (-$15.8K)
Filed 2026-10-20
Evanson Financial, LLC
UNCHANGED
Shares3,431 from 3,431
Change0 (0%)
Value$411.1K (-$15.7K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
UNCHANGED
Shares3,422 from 3,422
Change0 (0%)
Value$410.1K (-$15.7K)
Filed 2026-10-13
CGN Advisors LLC
DECREASED
Shares3,400 from 3,460
Change-60 (-2%)
Value$407.4K (-$23.1K)
Filed 2026-10-21
Lockerman Financial Group, Inc.
DECREASED
Shares3,376 from 3,902
Change-526 (-13%)
Value$404.6K (-$80.9K)
Filed 2026-10-19
PUREfi Wealth, LLC
DECREASED
Shares3,296 from 3,747
Change-451 (-12%)
Value$394.9K (-$71.2K)
Filed 2026-10-19
Security Financial Services, Inc.
DECREASED
Shares3,264 from 14,668
Change-11,404 (-78%)
Value$391.2K (-$1.4M)
Filed 2026-10-29
Triangle Securities Wealth Management
DECREASED
Shares3,262 from 3,512
Change-250 (-7%)
Value$390.9K (-$46.0K)
Filed 2026-10-14
Conning Inc.
UNCHANGED
Shares3,255 from 3,255
Change0 (0%)
Value$390.0K (-$14.9K)
Filed 2026-10-27
Fiscal Wisdom Wealth Management, LLC
DECREASED
Shares3,242 from 3,814
Change-572 (-15%)
Value$388.5K (-$86.0K)
Filed 2026-10-16
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,227 from 3,227
Change0 (0%)
Value$386.7K (-$14.8K)
Filed 2026-10-05
Laurel Wealth Advisors LLC
UNCHANGED
Shares3,207 from 3,207
Change0 (0%)
Value$384.3K (-$14.7K)
Filed 2026-10-27
Sterling Group Wealth Management, LLC
UNCHANGED
Shares3,193 from 3,193
Change0 (0%)
Value$382.6K (-$14.7K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED
Shares3,165 from 4,937
Change-1,772 (-36%)
Value$379.3K (-$235.0K)
Filed 2026-10-21
Ehrlich Financial Group
INCREASED
Shares3,154 from 2,500
Change+654 (+26%)
Value$377.9K (+$66.9K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,152 from 3,238
Change-86 (-3%)
Value$377.7K (-$25.2K)
Filed 2026-10-16
Kelly Financial Services LLC
DECREASED
Shares3,122 from 3,783
Change-661 (-17%)
Value$374.1K (-$96.6K)
Filed 2026-10-20
Meitav Investment House LTD
UNCHANGED
Shares3,115 from 3,115
Change0 (0%)
Value$373.3K (-$14.3K)
Filed 2026-10-28
Aprio Wealth Management, LLC
DECREASED
Shares3,094 from 4,523
Change-1,429 (-32%)
Value$370.7K (-$192.1K)
Filed 2026-10-28
Ledyard National Bank
UNCHANGED
Shares3,094 from 3,094
Change0 (0%)
Value$370.8K (-$14.2K)
Filed 2026-10-21
Hardworking Capital Advisors, LLC
NEW
Shares3,060
Change+3,060
Value$366.7K
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares3,033 from 2,097
Change+936 (+45%)
Value$363.4K (+$102.5K)
Filed 2026-11-03
Mission Financial Group, LLC
INCREASED
Shares2,999 from 2,975
Change+24 (+1%)
Value$359.4K (-$10.7K)
Filed 2026-10-21
Waldron Private Wealth LLC
DECREASED
Shares2,985 from 3,439
Change-454 (-13%)
Value$357.7K (-$70.2K)
Filed 2026-11-02
Lifelong Wealth Advisors, Inc.
DECREASED
Shares2,965 from 3,214
Change-249 (-8%)
Value$355.3K (-$44.6K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
DECREASED
Shares2,955 from 3,155
Change-200 (-6%)
Value$354.1K (-$38.4K)
Filed 2026-10-14
Patten & Patten Inc
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$353.5K (-$13.5K)
Filed 2026-10-26
Fortress Financial Group, LLC
UNCHANGED
Shares2,894 from 2,894
Change0 (0%)
Value$346.8K (-$13.3K)
Filed 2026-10-21
POM Investment Strategies, LLC
INCREASED
Shares2,885 from 1,893
Change+992 (+52%)
Value$345.7K (+$110.1K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED
Shares2,882 from 3,014
Change-132 (-4%)
Value$345.4K (-$29.7K)
Filed 2026-11-02
Global Wealth Strategies & Associates
INCREASED
Shares2,816 from 2,281
Change+535 (+23%)
Value$337.4K (+$53.6K)
Filed 2026-10-02
Midwest Heritage Bank, FSB
UNCHANGED
Shares2,807 from 2,807
Change0 (0%)
Value$336.3K (-$12.9K)
Filed 2026-10-26
Strategy Asset Managers LLC
DECREASED
Shares2,786 from 2,993
Change-207 (-7%)
Value$333.8K (-$38.6K)
Filed 2026-10-14
Highland Capital Management, LLC
UNCHANGED
Shares2,782 from 2,782
Change0 (0%)
Value$333.3K (-$12.8K)
Filed 2026-10-26
Wedmont Private Capital
UNCHANGED
Shares2,782 from 2,782
Change0 (0%)
Value$331.2K (-$10.0K)
Filed 2026-10-09
Focused Alpha, LLC
INCREASED
Shares2,777 from 2,677
Change+100 (+4%)
Value$332.8K (-$306)
Filed 2026-10-20
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$332.8K (-$12.7K)
Filed 2026-10-29
KFA Private Wealth Group, LLC
INCREASED
Shares2,766 from 2,548
Change+218 (+9%)
Value$331.5K (+$14.4K)
Filed 2026-10-07
ERn Financial, LLC
INCREASED
Shares2,716 from 2,711
Change+5 (+0%)
Value$325.5K (-$11.8K)
Filed 2026-10-28
Kelly Financial Group LLC
INCREASED
Shares2,701 from 2,539
Change+162 (+6%)
Value$323.6K (+$7.8K)
Filed 2026-10-16
Synergy Asset Management, LLC
NEW
Shares2,629
Change+2,629
Value$315.0K
Filed 2026-11-05
Cortland Associates Inc
UNCHANGED
Shares2,614 from 2,614
Change0 (0%)
Value$313.0K (-$12.0K)
Filed 2026-10-29
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares2,587 from 2,587
Change0 (0%)
Value$310.0K (-$11.9K)
Filed 2026-10-09
Certuity, LLC
DECREASED
Shares2,580 from 2,581
Change-1 (0%)
Value$309.2K (-$12.0K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,516 from 6,719
Change-4,203 (-63%)
Value$301.5K (-$534.5K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
UNCHANGED
Shares2,504 from 2,504
Change0 (0%)
Value$300.1K (-$11.5K)
Filed 2026-10-30
World Equity Group, Inc.
DECREASED
Shares2,496 from 5,388
Change-2,892 (-54%)
Value$299.1K (-$371.3K)
Filed 2026-10-14
JGP Wealth Management, LLC
UNCHANGED
Shares2,483 from 2,483
Change0 (0%)
Value$297.5K (-$11.4K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares2,473 from 2,438
Change+35 (+1%)
Value$296.3K (-$7.0K)
Filed 2026-10-07
Altfest L J & Co Inc
UNCHANGED
Shares2,473 from 2,473
Change0 (0%)
Value$296.3K (-$11.4K)
Filed 2026-10-27
Community Financial Services Group, LLC
INCREASED
Shares2,451 from 1,868
Change+583 (+31%)
Value$292.2K (+$62.9K)
Filed 2026-10-15
Sutton Place Investors LLC
DECREASED
Shares2,451 from 2,568
Change-117 (-5%)
Value$293.7K (-$25.8K)
Filed 2026-10-20
My Personal CFO, LLC
UNCHANGED
Shares2,447 from 2,447
Change0 (0%)
Value$293.2K (-$11.2K)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,431 from 2,078
Change+353 (+17%)
Value$291.3K (+$32.8K)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$290.3K (-$11.1K)
Filed 2026-10-13
Goldstein Advisors, LLC
INCREASED
Shares2,421 from 2,386
Change+35 (+1%)
Value$290.1K (-$6.8K)
Filed 2026-10-15
Spinnaker Investment Group, LLC
DECREASED
Shares2,419 from 3,064
Change-645 (-21%)
Value$289.9K (-$91.4K)
Filed 2026-10-13
LongView Wealth Management
DECREASED
Shares2,391 from 2,944
Change-553 (-19%)
Value$286.5K (-$79.8K)
Filed 2026-10-19
Atlatl Advisers LLC
DECREASED
Shares2,389 from 2,891
Change-502 (-17%)
Value$286.3K (-$73.4K)
Filed 2026-10-22
Yoffe Investment Management, LLC
UNCHANGED
Shares2,358 from 2,358
Change0 (0%)
Value$282.6K (-$10.8K)
Filed 2026-11-02
Sky Investment Group LLC
NEW
Shares2,357
Change+2,357
Value$282.4K
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$282.2K (-$10.8K)
Filed 2026-10-26
Clear Retirement Advice LLC
UNCHANGED
Shares2,331 from 2,331
Change0 (0%)
Value$279.3K (-$10.7K)
Filed 2026-10-22
Pettinga Financial Advisors LLC
DECREASED
Shares2,330 from 3,058
Change-728 (-24%)
Value$279.2K (-$101.3K)
Filed 2026-10-13
Orin Green Financial, LLC
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$276.8K (-$10.6K)
Filed 2026-10-19
Fonville Wealth Management LLC
DECREASED
Shares2,287 from 2,345
Change-58 (-2%)
Value$274.1K (-$17.7K)
Filed 2026-10-28
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$273.6K (-$10.5K)
Filed 2026-11-03
Stephen J. Garry & Associates, LLC
DECREASED
Shares2,270 from 2,890
Change-620 (-21%)
Value$272.0K (-$87.6K)
Filed 2026-11-05
Beacon Financial Advisory LLC
DECREASED
Shares2,208 from 2,313
Change-105 (-5%)
Value$264.6K (-$23.2K)
Filed 2026-10-16
Retirement Solution LLC
DECREASED
Shares2,172 from 2,500
Change-328 (-13%)
Value$260.3K (-$50.8K)
Filed 2026-10-27
Gateway Investment Advisers LLC
NEW
Shares2,136
Change+2,136
Value$256.0K
Filed 2026-10-13
Centerline Wealth Advisors, LLC
INCREASED
Shares2,125 from 2,073
Change+52 (+3%)
Value$254.6K (-$3.3K)
Filed 2026-10-15
Neumann Capital Management, LLC
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$254.6K (-$9.8K)
Filed 2026-10-15
CRA Financial Services, LLC
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$254.6K (-$9.8K)
Filed 2026-10-16
TritonPoint Partners, LLC
DECREASED
Shares2,119 from 2,179
Change-60 (-3%)
Value$253.9K (-$17.2K)
Filed 2026-11-05
American National Bank & Trust
UNCHANGED
Shares2,118 from 2,118
Change0 (0%)
Value$253.8K (-$9.7K)
Filed 2026-10-07
Cornerstone Wealth Management, LLC
DECREASED
Shares2,104 from 2,170
Change-66 (-3%)
Value$252.2K (-$17.9K)
Filed 2026-11-04
Walleye Partners, LLC
DECREASED
Shares2,100 from 2,265
Change-165 (-7%)
Value$251.6K (-$30.2K)
Filed 2026-10-13
Marino, Stram & Associates LLC
INCREASED
Shares2,097 from 1,920
Change+177 (+9%)
Value$251.2K (+$12.4K)
Filed 2026-10-22
AA Financial Advisors, LLC
INCREASED
Shares2,088 from 1,931
Change+157 (+8%)
Value$250.2K (+$9.9K)
Filed 2026-10-19
International Assets Investment Management, LLC
DECREASED
Shares2,088 from 2,218
Change-130 (-6%)
Value$248.9K (-$23.4K)
Filed 2026-11-02
Integrated Wealth Management
NEW
Shares2,065
Change+2,065
Value$247.5K
Filed 2026-10-19
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,064 from 2,317
Change-253 (-11%)
Value$247.3K (-$41.0K)
Filed 2026-11-05
Financial Partners Group, Inc
DECREASED
Shares2,041 from 2,084
Change-43 (-2%)
Value$244.6K (-$14.7K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
DECREASED
Shares2,039 from 2,108
Change-69 (-3%)
Value$244.3K (-$17.9K)
Filed 2026-11-05
Watchman Group, Inc.
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$237.6K (-$9.1K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$235.7K (-$9.0K)
Filed 2026-10-09
First Financial Corp
INCREASED
Shares1,936 from 1,929
Change+7 (+0%)
Value$232.0K (-$8.0K)
Filed 2026-10-13
Commonwealth Financial Services, LLC
DECREASED
Shares1,934 from 1,988
Change-54 (-3%)
Value$231.8K (-$15.6K)
Filed 2026-10-20
XML Financial, LLC
UNCHANGED
Shares1,914 from 1,914
Change0 (0%)
Value$229.4K (-$8.8K)
Filed 2026-10-29
Town Capital LLC
NEW
Shares1,911
Change+1,911
Value$229.0K
Filed 2026-11-03
NorthLanding Financial Partners, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$227.7K (-$8.7K)
Filed 2026-10-15
Islay Capital Management, LLC
INCREASED
Shares1,894 from 1,727
Change+167 (+10%)
Value$227.0K (+$12.1K)
Filed 2026-10-20
Essex Bank
DECREASED
Shares1,865 from 1,890
Change-25 (-1%)
Value$223.5K (-$11.7K)
Filed 2026-10-16
Quartz Partners, LLC
DECREASED
Shares1,864 from 2,524
Change-660 (-26%)
Value$223.4K (-$90.6K)
Filed 2026-11-03
Elevated Financial Group LLC
DECREASED
Shares1,853 from 2,899
Change-1,046 (-36%)
Value$222.0K (-$138.6K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,852 from 4,043
Change-2,191 (-54%)
Value$221.9K (-$281.1K)
Filed 2026-11-04
Networth Advisors, LLC
DECREASED
Shares1,839 from 2,085
Change-246 (-12%)
Value$220.4K (-$39.1K)
Filed 2026-11-03
Cornerstone Wealth, LLC
INCREASED
Shares1,833 from 1,743
Change+90 (+5%)
Value$215.8K (+$2.8K)
Filed 2026-10-28
Alhambra Investment Management LLC
UNCHANGED
Shares1,831 from 1,831
Change0 (0%)
Value$219.4K (-$8.4K)
Filed 2026-10-15
Intelligence Driven Advisers, LLC
UNCHANGED
Shares1,807 from 1,807
Change0 (0%)
Value$216.5K (-$8.3K)
Filed 2026-10-09
NTV Asset Management LLC
UNCHANGED
Shares1,771 from 1,771
Change0 (0%)
Value$212.3K (-$8.1K)
Filed 2026-10-23
Flagstar Securities, Inc
DECREASED
Shares1,756 from 1,973
Change-217 (-11%)
Value$210.5K (-$35.1K)
Filed 2026-10-15
NBH Bank
UNCHANGED
Shares1,755 from 1,755
Change0 (0%)
Value$210.3K (-$8.1K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares1,751 from 1,751
Change0 (0%)
Value$218.0K ($0)
Filed 2026-10-26
Joel Isaacson & Co., LLC
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$208.9K (-$8.0K)
Filed 2026-11-05
Winthrop Advisory Group LLC
DECREASED
Shares1,729 from 2,079
Change-350 (-17%)
Value$207.2K (-$51.5K)
Filed 2026-10-22
Single Point Partners, LLC
UNCHANGED
Shares1,712 from 1,712
Change0 (0%)
Value$205.1K (-$7.9K)
Filed 2026-10-19
Veracity Capital LLC
DECREASED
Shares1,708 from 2,012
Change-304 (-15%)
Value$204.7K (-$45.7K)
Filed 2026-10-08
Hobart Private Capital, LLC
DECREASED
Shares1,706 from 1,731
Change-25 (-1%)
Value$204.4K (-$10.9K)
Filed 2026-10-19
Resonant Capital Advisors, LLC
UNCHANGED
Shares1,692 from 1,692
Change0 (0%)
Value$202.8K (-$7.8K)
Filed 2026-10-15
Heritage Family Offices, LLP
DECREASED
Shares1,644 from 1,790
Change-146 (-8%)
Value$197.0K (-$25.7K)
Filed 2026-11-02
Sage Mountain Advisors LLC
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$193.6K (-$7.4K)
Filed 2026-11-02
Alpine Bank Wealth Management
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$191.7K (-$7.3K)
Filed 2026-10-16
Reap Financial Group, LLC
DECREASED
Shares1,540 from 1,734
Change-194 (-11%)
Value$184.5K (-$31.2K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
DECREASED
Shares1,503 from 1,560
Change-57 (-4%)
Value$180.1K (-$14.0K)
Filed 2026-10-05
Arcadia Investment Advisors LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$179.7K (-$6.9K)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
INCREASED
Shares1,363 from 1,362
Change+1 (+0%)
Value$163.3K (-$6.1K)
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares1,291 from 1,291
Change0 (0%)
Value$154.7K (-$5.9K)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares1,271
Change+1,271
Value$152.3K
Filed 2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares1,236 from 749
Change+487 (+65%)
Value$148.1K (+$54.9K)
Filed 2026-10-23
Balentine LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$146.2K (-$5.6K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,125 from 949
Change+176 (+19%)
Value$134.8K (+$16.7K)
Filed 2026-10-29
Gamma Investing LLC
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$133.0K (-$5.1K)
Filed 2026-10-08
City Holding Co
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$131.8K (-$5.0K)
Filed 2026-10-19
Hanson & Doremus Investment Management
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$129 (-$133.9K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares1,073 from 536
Change+537 (+100%)
Value$128.6K (+$61.9K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$127.0K (-$4.9K)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares985 from 990
Change-5 (-1%)
Value$118.0K (-$5.2K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$116.6K (-$4.5K)
Filed 2026-10-21
Angeles Wealth Management, LLC
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$116.5K (-$4.5K)
Filed 2026-10-26
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$115.9K (-$4.4K)
Filed 2026-10-16
Peterson Wealth Services
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$115.0K (-$4.4K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
DECREASED
Shares956 from 4,353
Change-3,397 (-78%)
Value$114.6K (-$427.1K)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$112.0K (-$4.3K)
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$108.1K (-$4.1K)
Filed 2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$107.1K (-$4.1K)
Filed 2026-10-22
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$105.5K (-$5.3K)
Filed 2026-10-29
William Mack & Associates, Inc.
NEW
Shares870
Change+870
Value$104.3K
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$99.5K (-$3.8K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares805 from 835
Change-30 (-4%)
Value$96.5K (-$7.4K)
Filed 2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares798 from 9,090
Change-8,292 (-91%)
Value$95.6K (-$1.0M)
Filed 2026-10-14
Edgemoor Investment Advisors, Inc.
NEW
Shares710
Change+710
Value$85.1K
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares686 from 62
Change+624 (+1006%)
Value$82.5K (+$74.8K)
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares670 from 318
Change+352 (+111%)
Value$80.3K (+$40.7K)
Filed 2026-11-04
Ares Financial Consulting, LLC
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$77.6K (-$3.0K)
Filed 2026-10-19
Hoey Investments, Inc
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$76.6K (-$2.9K)
Filed 2026-10-29
Downshift Financial, LLC
INCREASED
Shares634 from 563
Change+71 (+13%)
Value$76.0K (+$5.9K)
Filed 2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$73.0K (-$2.8K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares607 from 601
Change+6 (+1%)
Value$72.7K (-$2.0K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$64.1K (-$1.6K)
Filed 2026-11-04
Kings Path Partners LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$62.3K (-$2.4K)
Filed 2026-10-21
Mascoma Wealth Management LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$62.2K (-$2.4K)
Filed 2026-10-23
Clark Wealth Partners
DECREASED
Shares491 from 504
Change-13 (-3%)
Value$58.8K (-$3.9K)
Filed 2026-10-19
Team Financial Group, LLC
NEW
Shares464
Change+464
Value$55.6K
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$54.4K (-$2.1K)
Filed 2026-10-26
West Financial Advisors, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$51.5K (-$2.0K)
Filed 2026-10-22
Hughes Financial Services, LLC
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$51.3K (-$1.7K)
Filed 2026-10-30
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$50.6K (-$1.9K)
Filed 2026-10-23
Compass Financial Management LLC
INCREASED
Shares414 from 403
Change+11 (+3%)
Value$49.6K (-$601)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares399
Change+399
Value$47.8K
Filed 2026-10-21
Asset Dedication, LLC
DECREASED
Shares338 from 340
Change-2 (-1%)
Value$40.5K (-$1.8K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares325 from 311
Change+14 (+5%)
Value$38.9K (+$250)
Filed 2026-11-05
Harbor Asset Planning, Inc.
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$38.8K (-$1.5K)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$38.9K (-$1.5K)
Filed 2026-10-15
Morling Financial Advisors, LLC
NEW
Shares318
Change+318
Value$38.1K
Filed 2026-10-28
Rydar Equities, Inc.
NEW
Shares317
Change+317
Value$38.0K
Filed 2026-10-13
Yankcom Partnership
NEW
Shares301
Change+301
Value$36.1K
Filed 2026-10-15
Coastline Trust Co
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$33.8K (-$1.3K)
Filed 2026-10-01
Maryland Capital Advisors Inc.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$33.6K (-$1.3K)
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$33.3K (-$1.3K)
Filed 2026-10-30
Breakwater Investment Management
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$33.0K (-$1.3K)
Filed 2026-10-20
Richardson Capital Management LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$29.3K (-$1.1K)
Filed 2026-10-23
Tsfg, LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$29 (-$30.0K)
Filed 2026-10-23
NorthAvenue LLC
DECREASED
Shares240 from 340
Change-100 (-29%)
Value$28.7K (-$13.5K)
Filed 2026-10-29
Bangor Savings Bank
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$27.2K (-$1.0K)
Filed 2026-10-06
First Bancorp, Inc
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$26.2K (-$1.0K)
Filed 2026-10-26
Friedenthal Financial
NEW
Shares206
Change+206
Value$24.7K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
NEW
Shares199
Change+199
Value$23.8K
Filed 2026-10-13
Adirondack Trust Co
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$23.8K (-$913)
Filed 2026-10-14
Atwood & Palmer Inc
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$23.3K (-$893)
Filed 2026-10-08
Tompkins Financial Corp
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$21.3K (-$817)
Filed 2026-10-05
Brown, Lisle Ings, Inc.
INCREASED
Shares163 from 87
Change+76 (+87%)
Value$19.5K (+$8.7K)
Filed 2026-10-16
EPG Wealth Management LLC
DECREASED
Shares163 from 179
Change-16 (-9%)
Value$19.6K (-$2.7K)
Filed 2026-11-03
Union Savings Bank
NEW
Shares155
Change+155
Value$18.6K
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$18.6K (-$711)
Filed 2026-10-14
Essential Partners LLC
NEW
Shares154
Change+154
Value$18.5K
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares132 from 24
Change+108 (+450%)
Value$15.8K (+$12.8K)
Filed 2026-10-23
Planning Strategies Inc.
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$14.5K (-$556)
Filed 2026-10-02
Arlington Trust Co LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$14.3K (-$546)
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares118 from 281
Change-163 (-58%)
Value$14.2K (-$20.8K)
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares110 from 165
Change-55 (-33%)
Value$13.2K (-$7.3K)
Filed 2026-10-20
Center for Financial Planning, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$13.2K (-$506)
Filed 2026-10-26
Hurley Capital, LLC
DECREASED
Shares101 from 102
Change-1 (-1%)
Value$12.2K (-$466)
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$11.7K (-$450)
Filed 2026-10-16
Advocate Investing Services LLC
INCREASED
Shares93 from 89
Change+4 (+4%)
Value$11.1K (+$74)
Filed 2026-10-26
Wagner Wealth Management, LLC
DECREASED
Shares87 from 740
Change-653 (-88%)
Value$10.4K (-$81.6K)
Filed 2026-10-21
Archer Investment Corp
DECREASED
Shares84 from 178
Change-94 (-53%)
Value$10.1K (-$12.1K)
Filed 2026-11-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$10.1K (-$385)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$9.5K (-$363)
Filed 2026-10-23
Quaker Wealth Management, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$9.2K (-$354)
Filed 2026-10-22
Roxbury Financial LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$8.9K (-$341)
Filed 2026-10-01
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$7.9K (-$303)
Filed 2026-10-16
Vima LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$6.7K (-$258)
Filed 2026-10-23
Align Financial, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$6.5K (-$248)
Filed 2026-10-16
Versant Capital Management, Inc
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$5.2K (-$197)
Filed 2026-10-02
SJS Investment Consulting Inc.
NEW
Shares42
Change+42
Value$5.0K
Filed 2026-10-26
Nfsg Corp
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$4.2K (-$161)
Filed 2026-10-15
United Financial Planning Group LLC
INCREASED
Shares33 from 10
Change+23 (+230%)
Value$4.0K (+$2.7K)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.7K (-$142)
Filed 2026-10-09
Cullen T Bankers, Inc.
NEW
Shares29
Change+29
Value$3.5K
Filed 2026-10-28
DecisionPoint Financial, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$3.2K (-$95)
Filed 2026-10-27
Horizon Financial Services, LLC
DECREASED
Shares23 from 1,118
Change-1,095 (-98%)
Value$2.8K (-$136.3K)
Filed 2026-11-04
Grove Bank & Trust
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.8K (-$106)
Filed 2026-10-08
Birchwood Financial Partners, Inc.
DECREASED
Shares18 from 170
Change-152 (-89%)
Value$2.2K (-$19.0K)
Filed 2026-11-02
Gilpin Wealth Management, LLC
DECREASED
Shares15 from 18
Change-3 (-17%)
Value$1.8K (-$442)
Filed 2026-10-09
Markowski Investments
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.8K (-$69)
Filed 2026-10-30
Provident Wealth Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.6K (-$59)
Filed 2026-10-20
Acumen Wealth Advisors, LLC
NEW
Shares12
Change+12
Value$1.4K
Filed 2026-11-05
Buck Wealth Strategies, LLC
NEW
Shares4
Change+4
Value$479
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$120 (-$5)
Filed 2026-10-15
Hofer & Associates. Inc
CLOSED
Shares0 from 41,079
Change-41,079 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-13
Beacon Capital Management, LLC
CLOSED
Shares0 from 21,340
Change-21,340 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-23
Skyline Advisors, Inc.
CLOSED
Shares0 from 5,851
Change-5,851 (-100%)
Value$0 (-$727.9K)
Filed 2026-11-03
KPP Advisory Services LLC
CLOSED
Shares0 from 5,713
Change-5,713 (-100%)
Value$0 (-$710.8K)
Filed 2026-10-26
Scarborough Advisors, LLC
CLOSED
Shares0 from 5,706
Change-5,706 (-100%)
Value$0 (-$705.1K)
Filed 2026-10-16
Fermata Advisors, LLC
CLOSED
Shares0 from 3,553
Change-3,553 (-100%)
Value$0 (-$442.0K)
Filed 2026-10-13
Lane Brothers & Co Inc
CLOSED
Shares0 from 2,551
Change-2,551 (-100%)
Value$0 (-$317.4K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 2,347
Change-2,347 (-100%)
Value$0 (-$292.0K)
Filed 2026-10-16
Journey Beyond Wealth, LLC
CLOSED
Shares0 from 1,928
Change-1,928 (-100%)
Value$0 (-$239.9K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
CLOSED
Shares0 from 1,912
Change-1,912 (-100%)
Value$0 (-$237.9K)
Filed 2026-10-16
Means Investment Co., Inc.
CLOSED
Shares0 from 1,841
Change-1,841 (-100%)
Value$0 (-$229.0K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,790
Change-1,790 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-27
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 1,771
Change-1,771 (-100%)
Value$0 (-$220.3K)
Filed 2026-10-26
Bedminster, LLC
CLOSED
Shares0 from 1,708
Change-1,708 (-100%)
Value$0 (-$212.5K)
Filed 2026-11-04
Maple Capital Management, Inc.
CLOSED
Shares0 from 1,663
Change-1,663 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-02
Cassilly Financial Group LLC
CLOSED
Shares0 from 1,637
Change-1,637 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-07
Verum Partners LLC
CLOSED
Shares0 from 1,634
Change-1,634 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-21
Tranquility Partners, LLC
CLOSED
Shares0 from 1,628
Change-1,628 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-20
Fiduciary Alliance LLC
CLOSED
Shares0 from 1,621
Change-1,621 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,480
Change-1,480 (-100%)
Value$0 (-$184.2K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 868
Change-868 (-100%)
Value$0 (-$108.0K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$62.5K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 359
Change-359 (-100%)
Value$0 (-$44.7K)
Filed 2026-10-29
Brooklyn FI, LLC
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$36.8K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-13
Pittenger & Anderson Inc
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$10.5K)
Filed 2026-11-02
Creative Capital Management Investments LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-16
CX Institutional
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$4)
Filed 2026-10-02
Founders Capital Management
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Godsey & Gibb, Inc
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-20
Arvest Investments, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-21
Envestnet Asset Management Inc
N/A
Shares— from 23,610,616
Change-23,610,616 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 8,635,516
Change-8,635,516 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,350,855
Change-5,350,855 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,274,307
Change-5,274,307 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,373,043
Change-4,373,043 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 3,773,931
Change-3,773,931 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,461,739
Change-3,461,739 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,355,345
Change-2,355,345 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,941,127
Change-1,941,127 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,892,107
Change-1,892,107 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,508,102
Change-1,508,102 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,242,056
Change-1,242,056 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,229,313
Change-1,229,313 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,204,921
Change-1,204,921 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,081,097
Change-1,081,097 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,078,606
Change-1,078,606 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,017,830
Change-1,017,830 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,015,901
Change-1,015,901 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,001,838
Change-1,001,838 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 847,247
Change-847,247 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 645,420
Change-645,420 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 624,359
Change-624,359 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 598,592
Change-598,592 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 592,307
Change-592,307 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 591,861
Change-591,861 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 584,217
Change-584,217 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 579,510
Change-579,510 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 576,901
Change-576,901 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 551,289
Change-551,289 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 530,741
Change-530,741 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 530,721
Change-530,721 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 529,971
Change-529,971 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 518,930
Change-518,930 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 516,696
Change-516,696 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 507,288
Change-507,288 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 486,226
Change-486,226 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 481,433
Change-481,433 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 461,078
Change-461,078 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 460,931
Change-460,931 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 438,695
Change-438,695 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 432,150
Change-432,150 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 429,048
Change-429,048 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 407,560
Change-407,560 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 389,670
Change-389,670 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 386,872
Change-386,872 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 342,462
Change-342,462 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 338,079
Change-338,079 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 315,793
Change-315,793 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 301,262
Change-301,262 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 300,668
Change-300,668 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 288,300
Change-288,300 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 283,198
Change-283,198 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 279,070
Change-279,070 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 273,478
Change-273,478 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 271,262
Change-271,262 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 229,783
Change-229,783 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 205,856
Change-205,856 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 190,756
Change-190,756 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 181,968
Change-181,968 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 176,017
Change-176,017 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 175,283
Change-175,283 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 170,348
Change-170,348 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 169,006
Change-169,006 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 157,567
Change-157,567 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 156,117
Change-156,117 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 154,012
Change-154,012 (-100%)
Value—
Commerce Bank
N/A
Shares— from 141,784
Change-141,784 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 133,691
Change-133,691 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 125,564
Change-125,564 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 125,134
Change-125,134 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 124,600
Change-124,600 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 117,818
Change-117,818 (-100%)
Value—
&partners
N/A
Shares— from 115,088
Change-115,088 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 111,678
Change-111,678 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 108,877
Change-108,877 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 108,453
Change-108,453 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 106,726
Change-106,726 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 106,161
Change-106,161 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 105,307
Change-105,307 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 104,650
Change-104,650 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 103,742
Change-103,742 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 102,391
Change-102,391 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 98,550
Change-98,550 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 97,203
Change-97,203 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 96,267
Change-96,267 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 94,950
Change-94,950 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 91,965
Change-91,965 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 91,965
Change-91,965 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 89,583
Change-89,583 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 87,986
Change-87,986 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 84,951
Change-84,951 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 82,688
Change-82,688 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 81,813
Change-81,813 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 80,735
Change-80,735 (-100%)
Value—
Blair William & Co
N/A
Shares— from 79,949
Change-79,949 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 78,834
Change-78,834 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 78,081
Change-78,081 (-100%)
Value—
Invst, LLC
N/A
Shares— from 69,181
Change-69,181 (-100%)
Value—
EQ LLC
N/A
Shares— from 69,029
Change-69,029 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 68,238
Change-68,238 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 65,297
Change-65,297 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 64,488
Change-64,488 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 64,336
Change-64,336 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 64,295
Change-64,295 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 63,758
Change-63,758 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 61,094
Change-61,094 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 60,581
Change-60,581 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 59,456
Change-59,456 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 59,403
Change-59,403 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 57,920
Change-57,920 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 56,385
Change-56,385 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 56,090
Change-56,090 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 55,576
Change-55,576 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 55,301
Change-55,301 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 54,937
Change-54,937 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 54,617
Change-54,617 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 54,520
Change-54,520 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 53,447
Change-53,447 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 53,159
Change-53,159 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 53,151
Change-53,151 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 49,853
Change-49,853 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 49,531
Change-49,531 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 49,174
Change-49,174 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 48,789
Change-48,789 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 46,612
Change-46,612 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 46,432
Change-46,432 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 45,808
Change-45,808 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 44,368
Change-44,368 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 44,305
Change-44,305 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 43,565
Change-43,565 (-100%)
Value—
Jabodon PT Co
N/A
Shares— from 43,405
Change-43,405 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 42,415
Change-42,415 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 42,367
Change-42,367 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 42,199
Change-42,199 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 42,169
Change-42,169 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 42,102
Change-42,102 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 41,896
Change-41,896 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 41,493
Change-41,493 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 41,480
Change-41,480 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 41,278
Change-41,278 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 41,080
Change-41,080 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 39,308
Change-39,308 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 39,224
Change-39,224 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 38,184
Change-38,184 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 37,300
Change-37,300 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 36,705
Change-36,705 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 35,955
Change-35,955 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 34,517
Change-34,517 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 34,468
Change-34,468 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 34,405
Change-34,405 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 33,973
Change-33,973 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 33,309
Change-33,309 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 32,098
Change-32,098 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 30,393
Change-30,393 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 29,833
Change-29,833 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 29,333
Change-29,333 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 29,207
Change-29,207 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 29,185
Change-29,185 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 28,860
Change-28,860 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,849
Change-28,849 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 28,603
Change-28,603 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 28,180
Change-28,180 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 28,159
Change-28,159 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 26,909
Change-26,909 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 26,633
Change-26,633 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 26,408
Change-26,408 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 25,493
Change-25,493 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 25,091
Change-25,091 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,917
Change-24,917 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 24,547
Change-24,547 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 23,877
Change-23,877 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 23,715
Change-23,715 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 23,618
Change-23,618 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 23,366
Change-23,366 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 23,001
Change-23,001 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 22,609
Change-22,609 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,497
Change-22,497 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 22,010
Change-22,010 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 21,933
Change-21,933 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 20,936
Change-20,936 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 20,644
Change-20,644 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 19,466
Change-19,466 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 19,406
Change-19,406 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 19,377
Change-19,377 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 19,362
Change-19,362 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 19,344
Change-19,344 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 19,109
Change-19,109 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,816
Change-18,816 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 18,260
Change-18,260 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 18,078
Change-18,078 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 17,447
Change-17,447 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 17,002
Change-17,002 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 16,784
Change-16,784 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 16,757
Change-16,757 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 16,698
Change-16,698 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 16,581
Change-16,581 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 16,548
Change-16,548 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 15,875
Change-15,875 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 15,736
Change-15,736 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 15,402
Change-15,402 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 15,338
Change-15,338 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 15,207
Change-15,207 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 15,059
Change-15,059 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,012
Change-15,012 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 14,642
Change-14,642 (-100%)
Value—
EFG International AG
N/A
Shares— from 14,197
Change-14,197 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 13,961
Change-13,961 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 13,681
Change-13,681 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 13,492
Change-13,492 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,390
Change-13,390 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 13,189
Change-13,189 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 12,852
Change-12,852 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,658
Change-12,658 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 12,520
Change-12,520 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 11,862
Change-11,862 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 11,562
Change-11,562 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 11,267
Change-11,267 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 11,025
Change-11,025 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 10,760
Change-10,760 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,615
Change-10,615 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 10,449
Change-10,449 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,208
Change-10,208 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,151
Change-10,151 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10,132
Change-10,132 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 9,529
Change-9,529 (-100%)
Value—
Calydon Capital
N/A
Shares— from 9,234
Change-9,234 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,991
Change-8,991 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 8,771
Change-8,771 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 8,728
Change-8,728 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 8,694
Change-8,694 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,530
Change-8,530 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 8,441
Change-8,441 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 8,333
Change-8,333 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 8,317
Change-8,317 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 8,055
Change-8,055 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 8,026
Change-8,026 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,783
Change-7,783 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 7,123
Change-7,123 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 7,051
Change-7,051 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 6,912
Change-6,912 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 6,674
Change-6,674 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,569
Change-6,569 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
EWA, LLC
N/A
Shares— from 5,994
Change-5,994 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 5,864
Change-5,864 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 5,623
Change-5,623 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,593
Change-5,593 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,014
Change-5,014 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,873
Change-4,873 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 4,624
Change-4,624 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 4,333
Change-4,333 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 4,333
Change-4,333 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 3,737
Change-3,737 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,517
Change-3,517 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 900
Change-900 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 725
Change-725 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 713
Change-713 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 637
Change-637 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 543
Change-543 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 480
Change-480 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 437
Change-437 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 397
Change-397 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 379
Change-379 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 372
Change-372 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Collier Financial
N/A
Shares— from 353
Change-353 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 248
Change-248 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 246
Change-246 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 234
Change-234 (-100%)
Value—
Rogco, LP
N/A
Shares— from 188
Change-188 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 185
Change-185 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 183
Change-183 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 173
Change-173 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 173
Change-173 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 147
Change-147 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 135
Change-135 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 109
Change-109 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 95
Change-95 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Park Avenue Securities LLC
DECREASED1,865,1432,125,557-260,414-12%$264.5M$223.5K-$264.2M2026-10-26
US Bancorp \de\
DECREASED1,551,2341,557,647-6,4130%$193.8M$185.9M-$7.9M2026-11-05
Bank of New York Mellon Corp
DECREASED1,413,2581,591,608-178,350-11%$198.0M$169.4M-$28.7M2026-11-05
JB Capital LLC
DECREASED616,596744,687-128,091-17%$92.7M$73.9M-$18.8M2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED489,325479,599+9,726+2%$59.7M$58.6M-$1.0M2026-10-16
Commonwealth Equity Services, LLC
DECREASED458,730494,601-35,871-7%$61.5M$55.0M-$6.6M2026-11-02
Bokf, NA
INCREASED387,938363,310+24,628+7%$45.2M$46.5M+$1.3M2026-10-27
Kestra Advisory Services, LLC
INCREASED380,617313,846+66,771+21%$39.0M$45.6M+$6.6M2026-11-02
Truist Financial Corp
DECREASED341,267762,510-421,243-55%$94.9M$40.9M-$54.0M2026-10-30
NBT Bank, N.A.
INCREASED296,711291,924+4,787+2%$36.3M$35.6M-$766.3K2026-10-21
Marks Group Wealth Management, Inc
DECREASED290,732296,920-6,188-2%$36.9M$34.8M-$2.1M2026-11-05
Thrivent Financial for Lutherans
DECREASED285,034290,790-5,756-2%$36.1M$34.0M-$2.1M2026-11-05
Choreo, LLC
INCREASED281,797266,739+15,058+6%$33.2M$33.8M+$580.0K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED274,226303,983-29,757-10%$37.8M$32.9K-$37.8M2026-11-02
Sofi Wealth, LLC
DECREASED268,091398,975-130,884-33%$49.6M$32.1M-$17.5M2026-10-27
Atria Investments, Inc
DECREASED261,207317,327-56,120-18%$39.5M$31.3M-$8.2M2026-10-15
Vise Technologies, Inc.
INCREASED252,876168,077+84,799+50%$20.9M$30.3M+$9.4M2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED248,595196,815+51,780+26%$24.1M$29.6M+$5.5M2026-10-13
Waller Financial Planning Group, Inc
INCREASED233,873219,957+13,916+6%$27.4M$28.0M+$658.0K2026-10-07
Affinity Capital Advisors, LLC
INCREASED231,449177,115+54,334+31%$22.2M$27.8M+$5.7M2026-10-13
Integrity Alliance, Llc.
INCREASED230,535220,612+9,923+5%$27.4M$27.6M+$176.5K2026-10-29
Lido Advisors, LLC
INCREASED197,19676,020+121,176+159%$9.5M$23.6M+$14.2M2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED196,701189,907+6,794+4%$23.6M$23.6M-$57.6K2026-10-27
Shakespeare Wealth Management, LLC
NEW191,670—+191,670——$23.0M—2026-10-28
Creative Planning
DECREASED183,716186,442-2,726-1%$23.2M$22.0M-$1.2M2026-11-02
RTD Financial Advisors, Inc.
DECREASED179,564182,339-2,775-2%$22.7M$21.5M-$1.2M2026-10-09
Cassaday & Co Wealth Management LLC
DECREASED177,147189,207-12,060-6%$23.5M$21.2M-$2.3M2026-10-27
Seneca Financial Advisors LLC
DECREASED171,442174,129-2,687-2%$21.7M$20.5M-$1.1M2026-10-28
MGO One Seven LLC
INCREASED166,949164,278+2,671+2%$20.4M$20.0M-$434.0K2026-10-28
Wakefield Asset Management Lllp
INCREASED161,310157,105+4,205+3%$19.5M$19.3M-$217.2K2026-11-05
Cerro Pacific Wealth Advisors LLC
DECREASED158,451159,531-1,080-1%$19.8M$19.0M-$861.7K2026-10-22
Robinswood Financial LLC
DECREASED150,667153,573-2,906-2%$19.1M$17.8M-$1.3M2026-10-20
Kestra Private Wealth Services, LLC
INCREASED150,570148,879+1,691+1%$18.5M$18.0M-$480.7K2026-10-30
Stone House Investment Management, LLC
DECREASED144,889166,577-21,688-13%$20.7M$17.4M-$3.4M2026-10-23
Farther Finance Advisors, LLC
DECREASED140,173163,530-23,357-14%$20.3M$16.8M-$3.5M2026-10-08
SteelPeak Wealth, LLC
DECREASED138,944145,063-6,119-4%$18.0M$16.6M-$1.4M2026-10-16
Strategic Blueprint, LLC
INCREASED138,693109,323+29,370+27%$13.6M$16.6M+$3.0M2026-10-22
Kingdom Financial Group Llc.
INCREASED134,078122,315+11,763+10%$15.2M$16.1M+$848.2K2026-11-04
Citigroup Inc
INCREASED130,192110,007+20,185+18%$13.7M$15.6M+$1.9M2026-11-04
Watershed Private Wealth LLC
INCREASED129,32193,224+36,097+39%$11.6M$15.5M+$3.9M2026-10-30
Sharkey, Howes & Javer
DECREASED129,299130,370-1,071-1%$16.2M$15.5M-$726.7K2026-10-22
Trust Co of Toledo NA
INCREASED127,837121,816+6,021+5%$15.2M$15.3M+$162.4K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED115,127111,344+3,783+3%$13.9M$13.8M-$57.8K2026-11-03
Greenleaf Trust
INCREASED113,828113,777+51+0%$14.2M$13.6M-$516.1K2026-10-29
Courier Capital LLC
INCREASED110,696106,262+4,434+4%$13.2M$13.3M+$43.6K2026-10-19
Diversify Advisory Services, LLC
INCREASED109,96187,297+22,664+26%$10.4M$13.1M+$2.7M2026-10-20
Diversify Wealth Management, LLC
INCREASED109,96187,297+22,664+26%$10.4M$13.1M+$2.7M2026-10-20
Key FInancial Inc
INCREASED105,012100,190+4,822+5%$12.5M$12.6M+$117.9K2026-11-02
Financial Life Advisors
INCREASED104,33699,828+4,508+5%$12.4M$12.5M+$82.0K2026-10-14
Simplicity Wealth,LLC
INCREASED103,45286,566+16,886+20%$10.8M$12.4M+$1.6M2026-10-23
Avior Wealth Management, LLC
INCREASED102,12397,585+4,538+5%$12.1M$12.2M+$96.0K2026-10-13
LifeWealth Investments, LLC
INCREASED99,52394,973+4,550+5%$11.8M$11.9M+$109.3K2026-10-21
Concurrent Investment Advisors, LLC
DECREASED98,746100,969-2,223-2%$12.6M$11.8M-$729.7K2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED97,712114,770-17,058-15%$14.3M$11.7M-$2.6M2026-10-13
Aventus Investment Advisors, Inc.
INCREASED97,57796,865+712+1%$12.1M$11.7M-$359.3K2026-10-09
Trek Financial, LLC
DECREASED93,716103,571-9,855-10%$12.9M$11.2M-$1.7M2026-10-29
Client 1ST Advisory Group, LLC
INCREASED92,23788,775+3,462+4%$11.0M$11.1M+$7.4K2026-10-19
Lineweaver Wealth Advisors, LLC
INCREASED89,32687,532+1,794+2%$10.9M$10.7M-$186.7K2026-10-13
IFP Advisors, Inc
DECREASED87,894159,304-71,410-45%$19.8M$10.5M-$9.3M2026-10-16
Swmg, LLC
DECREASED86,62999,544-12,915-13%$12.1M$10.3M-$1.8M2026-10-23
Eagle Strategies LLC
INCREASED86,37983,534+2,845+3%$10.4M$10.4M-$42.5K2026-10-16
Cardinal Strategic Wealth Guidance
INCREASED83,58682,980+606+1%$10.3M$10.0M-$308.3K2026-11-02
Howard Bailey Securities, LLC
INCREASED80,49276,750+3,742+5%$9.5M$9.6M+$96.2K2026-10-27
Apollon Wealth Management, LLC
DECREASED74,47575,436-961-1%$9.4M$8.9M-$461.5K2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED73,68172,876+805+1%$9.1M$8.8M-$238.1K2026-10-27
Cranbrook Wealth Management, LLC
DECREASED73,03273,273-2410%$9.1M$8.8M-$365.2K2026-10-28
Ocean Park Asset Management, LLC
UNCHANGED72,97572,97500%$9.1M$8.7M-$335.0K2026-10-21
Brookstone Capital Management
DECREASED71,326101,002-29,676-29%$12.6M$8.5M-$4.0M2026-10-22
J.W. Cole Advisors, Inc.
DECREASED65,33466,286-952-1%$8.2M$7.8M-$418.4K2026-11-05
VestGen Advisors, LLC
DECREASED64,57468,340-3,766-6%$8.5M$7.7M-$764.9K2026-10-27
Trust Point Inc.
INCREASED61,91826,570+35,348+133%$3.3M$7.4M+$4.1M2026-10-27
Procyon Advisors, LLC
DECREASED60,96064,594-3,634-6%$8.0M$7.3M-$732.0K2026-10-21
Sagespring Wealth Partners, LLC
DECREASED60,30063,066-2,766-4%$7.8M$7.2M-$620.9K2026-10-22
West Wealth Group, LLC
DECREASED60,20786,072-25,865-30%$10.7M$7.2M-$3.5M2026-10-14
Lodestar Private Asset Management LLC
DECREASED59,64165,325-5,684-9%$8.1M$7.1M-$980.9K2026-10-26
Beam Wealth Advisors, Inc.
INCREASED59,09757,357+1,740+3%$7.1M$7.1M-$54.7K2026-11-03
Midwest Capital Advisors, LLC
INCREASED58,40518,487+39,918+216%$2.3M$7.0M+$4.7M2026-11-04
Norris Perne & French LLP
INCREASED58,00656,858+1,148+2%$7.1M$7.0M-$123.4K2026-10-23
Cypress Wealth Services, LLC
DECREASED57,84585,176-27,331-32%$10.6M$7.0M-$3.6M2026-10-21
White Pine Investment Co
INCREASED57,39856,823+575+1%$7.1M$6.9K-$7.1M2026-10-15
Key Capital Management, Inc
INCREASED57,00747,811+9,196+19%$5.9M$6.8M+$882.5K2026-11-03
Sovran Advisors, LLC
DECREASED56,62757,851-1,224-2%$6.9M$6.8M-$82.7K2026-11-02
Nicholas Hoffman & Company, Llc.
DECREASED55,43155,513-820%$6.9M$6.6M-$264.6K2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED55,05965,543-10,484-16%$8.2M$6.6M-$1.6M2026-11-05
Hoxton Planning & Management, LLC
DECREASED53,72858,659-4,931-8%$7.3M$6.4M-$860.1K2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED53,67962,474-8,795-14%$7.8M$6.4M-$1.3M2026-11-03
CFS Investment Advisory Services, LLC
INCREASED53,65149,733+3,918+8%$6.1M$6.5M+$350.0K2026-10-19
Fifth Third Bancorp
DECREASED53,36660,983-7,617-12%$7.6M$6.4M-$1.2M2026-11-05
Forte Asset Management LLC
INCREASED52,41751,761+656+1%$6.4M$6.3M-$159.0K2026-10-13
Montgomery Financial Services LLC
INCREASED52,36949,158+3,211+7%$6.1M$6.3M+$159.1K2026-11-03
Blue Trust, Inc.
DECREASED51,07965,912-14,833-22%$8.2M$6.1M-$2.1M2026-10-15
Plancorp, LLC
INCREASED50,80110,846+39,955+368%$1.3M$6.0M+$4.7M2026-11-03
Oppenheimer & Co Inc
INCREASED50,18942,367+7,822+18%$5.3M$6.0M+$742.8K2026-10-26
LiftPoint Family Wealth Advisors LLC
DECREASED49,65952,990-3,331-6%$6.6M$6.0M-$642.4K2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED49,61350,133-520-1%$6.2M$5.9M-$231.2K2026-10-13
SigFig Wealth Management, LLC
INCREASED49,02348,755+268+1%$6.0M$5.9M-$132.1K2026-10-07
1900 Wealth Management LLC
DECREASED48,91449,264-350-1%$6.1M$5.9M-$268.1K2026-10-13
Revolve Wealth Partners, LLC
DECREASED48,66450,284-1,620-3%$6.3M$5.8M-$424.9K2026-10-23
Sterling Capital Management LLC
DECREASED48,61851,023-2,405-5%$6.3M$5.8M-$522.4K2026-10-22
Kathmere Capital Management, LLC
DECREASED47,76748,377-610-1%$6.0M$5.7M-$295.1K2026-10-20
Brighton Jones LLC
DECREASED47,21247,348-1360%$5.9M$5.7M-$233.6K2026-11-03
McNaughton Wealth Management, LLC
INCREASED46,22538,923+7,302+19%$4.8M$5.5M+$696.3K2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED44,59043,441+1,149+3%$5.4M$5.3M-$61.7K2026-10-23
Kelleher Financial Advisors
INCREASED43,88739,371+4,516+11%$4.9M$5.3M+$360.5K2026-10-30
Parkside Financial Bank & Trust
INCREASED43,63341,437+2,196+5%$5.2M$5.2M+$73.0K2026-10-27
Central Trust Co
INCREASED43,61842,759+859+2%$5.3M$5.2M-$93.3K2026-11-05
Breakwater Capital Group
INCREASED43,54341,485+2,058+5%$5.2M$5.2M+$56.1K2026-10-09
CoreCap Advisors, LLC
DECREASED42,96748,629-5,662-12%$6.1M$5.1M-$901.6K2026-10-08
Endeavor Private Wealth, Inc.
INCREASED42,83642,403+433+1%$5.3M$5.1M-$142.9K2026-11-05
Dominguez Wealth Management Solutions, Inc.
INCREASED41,50140,504+997+2%$5.0M$5.0M-$66.4K2026-10-07
First Pacific Financial
INCREASED41,42141,371+50+0%$5.1M$5.0M-$183.9K2026-10-14
Diversified Management Inc
INCREASED41,31941,079+240+1%$5.1M$5.0M-$159.9K2026-10-08
Sterling Financial Planning, Inc.
INCREASED40,19139,975+216+1%$5.0M$4.8M-$157.6K2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED39,72671,759-32,033-45%$8.9M$4.8M-$4.2M2026-10-22
AMG National Trust Bank
INCREASED39,62836,512+3,116+9%$4.5M$4.7M+$205.8K2026-11-05
Integrity Advisory Solutions, LLC
INCREASED39,61136,097+3,514+10%$4.5M$4.7M+$255.4K2026-10-29
BridgePort Financial Solutions, LLC
DECREASED39,08540,851-1,766-4%$5.1M$4.7M-$399.1K2026-11-02
Polaris Investment Advisors, LLC
INCREASED38,90838,006+902+2%$4.7M$4.7M-$66.4K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED38,34637,310+1,036+3%$4.6M$4.6M-$47.0K2026-10-26
Lanark Financial, Inc.
INCREASED38,15336,207+1,946+5%$4.5M$4.6M+$66.9K2026-10-26
Harbor Group, Inc.
DECREASED38,00739,349-1,342-3%$4.9M$4.6M-$341.4K2026-10-14
Ascent Group, LLC
INCREASED37,18632,906+4,280+13%$4.1M$4.5M+$361.8K2026-10-30
Sagace Wealth Management LLC
INCREASED37,17337,046+127+0%$4.6M$4.5M-$154.8K2026-10-28
Evolution Wealth Management Inc.
INCREASED36,08326,672+9,411+35%$3.3M$4.3M+$1.0M2026-10-28
One Wealth Capital Management, LLC
DECREASED35,57648,015-12,439-26%$6.0M$4.3M-$1.7M2026-10-23
Csenge Advisory Group
DECREASED34,16137,677-3,516-9%$4.7M$4.1M-$594.2K2026-11-04
Rudd Co d/b/a Styre Wealth
NEW34,031—+34,031——$4.0M—2026-10-29
Omega Financial Group, LLC
DECREASED34,02635,014-988-3%$4.4M$4.1M-$279.1K2026-10-29
Jacksonville Wealth Management, LLC
INCREASED33,72128,492+5,229+18%$3.5M$4.0M+$495.8K2026-10-30
Assetmark, Inc
INCREASED33,53230,588+2,944+10%$3.8M$4.0M+$212.4K2026-10-21
Cornerstone Planning Group LLC
DECREASED32,95035,881-2,931-8%$4.3M$4.0M-$370.5K2026-10-16
Advus Financial Partners, LLC
INCREASED32,84524,469+8,376+34%$3.0M$3.9M+$891.4K2026-10-20
Apeiron RIA LLC
INCREASED32,11030,454+1,656+5%$3.8M$3.8M+$39.4K2026-10-08
Core Wealth Advisors, LLC
DECREASED31,99240,528-8,536-21%$5.0M$3.8M-$1.2M2026-11-05
Lantz Financial LLC
DECREASED31,66833,603-1,935-6%$4.2M$3.8M-$386.1K2026-10-15
BankPlus Wealth Management LLC
DECREASED31,45432,969-1,515-5%$4.1M$3.8M-$333.5K2026-10-13
Shum Financial Group, Inc.
INCREASED30,72327,393+3,330+12%$3.4M$3.7M+$273.3K2026-10-13
W Advisors, LLC
DECREASED30,25132,280-2,029-6%$4.0M$3.6M-$391.3K2026-11-02
ShoreHaven Wealth Partners, LLC
INCREASED30,23929,862+377+1%$3.7M$3.6M-$91.9K2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED30,08628,633+1,453+5%$3.6M$3.6K-$3.6M2026-10-14
Forthright Family Wealth Advisory LLC
UNCHANGED29,57429,57400%$3.7M$3.5M-$135.7K2026-11-03
MMA Asset Management LLC
INCREASED29,47828,104+1,374+5%$3.5M$3.5M+$35.6K2026-11-02
Perigon Wealth Management, LLC
DECREASED28,83154,750-25,919-47%$6.8M$3.5M-$3.4M2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED28,56629,888-1,322-4%$3.7M$3.4M-$295.6K2026-10-16
Compound Planning, Inc.
DECREASED28,22828,970-742-3%$3.6M$3.4M-$221.9K2026-11-05
Retirement Wealth Solutions LLC
DECREASED27,72532,023-4,298-13%$4.0M$3.3M-$662.1K2026-10-07
Absolute Capital Management, LLC
DECREASED27,65529,548-1,893-6%$3.7M$3.3M-$362.4K2026-10-16
SWP Financial LLC
INCREASED27,2667,173+20,093+280%$892.5K$3.3M+$2.4M2026-10-23
Ashton Thomas Securities, LLC
NEW26,951—+26,951——$3.2M—2026-10-26
Stone Summit Wealth LLC
INCREASED25,58922,193+3,396+15%$2.8M$3.1M+$305.0K2026-10-14
Carnegie Investment Counsel
INCREASED25,28024,786+494+2%$3.1M$3.0M-$54.6K2026-10-20
Jnba Financial Advisors
DECREASED25,09825,502-404-2%$3.2M$3.0M-$165.5K2026-11-03
Smart Wealth LLC
INCREASED25,08721,547+3,540+16%$2.7M$3.0M+$325.3K2026-11-04
Patten Group, Inc.
DECREASED24,91130,330-5,419-18%$3.8M$3.0M-$788.6K2026-10-26
Rose Capital Advisors LLC
NEW24,882—+24,882——$3.0M—2026-11-04
Ifrah Financial Services, Inc.
INCREASED23,90523,777+128+1%$3.0M$2.9M-$93.8K2026-10-13
Affiance Financial, LLC
UNCHANGED23,68923,68900%$2.9M$2.8M-$108.7K2026-10-15
American Financial & TAX Strategies Inc
UNCHANGED23,45223,45200%$2.9M$2.8M-$107.6K2026-10-16
Maia Wealth LLC
DECREASED23,14426,025-2,881-11%$3.2M$2.8M-$464.7K2026-10-19
D.A. Davidson & Co.
INCREASED22,91221,885+1,027+5%$2.7M$2.7M+$22.6K2026-10-28
TSA Wealth Managment LLC
DECREASED22,30642,253-19,947-47%$5.3M$2.7M-$2.6M2026-10-22
First Horizon Corp
UNCHANGED21,86221,86200%$2.7M$2.6M-$100.3K2026-10-26
HB Wealth Management, LLC
INCREASED21,76412,959+8,805+68%$1.6M$2.6M+$995.5K2026-10-23
Clear Creek Financial Management, LLC
DECREASED21,67421,729-550%$2.7M$2.6M-$106.3K2026-10-28
Foundation Wealth Management, LLC
DECREASED21,38021,738-358-2%$2.7M$2.6M-$142.6K2026-10-22
Ascentis Independent Advisors
NEW21,334—+21,334——$2.6M—2026-11-03
Clayton Financial Group LLC
INCREASED21,28418,122+3,162+17%$2.3M$2.6M+$295.7K2026-10-13
Able Wealth Management LLC
DECREASED21,25630,805-9,549-31%$3.8M$2.6M-$1.3M2026-10-13
Gen-Wealth Partners Inc
INCREASED21,08319,588+1,495+8%$2.4M$2.5M+$89.2K2026-11-04
Portfolio Resources Advisor Group, Inc.
DECREASED20,73125,552-4,821-19%$3.2M$2.5M-$695.0K2026-10-20
Avestar Capital, LLC
DECREASED20,35620,402-460%$2.5M$2.4M-$99.2K2026-10-28
Washington Trust Bank
DECREASED20,06020,465-405-2%$2.5M$2.4M-$142.5K2026-11-03
Barden Capital Management, Inc.
INCREASED20,04119,828+213+1%$2.5M$2.4M-$65.5K2026-10-09
Archer Investment Management, LLC
INCREASED19,7689,843+9,925+101%$1.2M$2.4M+$1.1M2026-10-13
Balefire, LLC
INCREASED19,63811,094+8,544+77%$1.4M$2.4M+$972.9K2026-10-09
Commonwealth Retirement Investments LLC
DECREASED19,56119,734-173-1%$2.5M$2.3M-$111.3K2026-10-26
Zenith Solutions, Inc.
DECREASED19,55321,968-2,415-11%$2.7M$2.3M-$390.2K2026-10-19
One Advisory Partners, LLC
DECREASED19,37749,230-29,853-61%$6.1M$2.3M-$3.8M2026-10-22
Spire Wealth Management
INCREASED19,22918,666+563+3%$2.3M$2.3M-$18.2K2026-10-30
TD Private Client Wealth LLC
INCREASED19,21718,803+414+2%$2.3M$2.3M-$36.7K2026-10-28
Scissortail Wealth Management, LLC
INCREASED18,85518,439+416+2%$2.3M$2.3M-$34.8K2026-11-03
Verdence Capital Advisors LLC
INCREASED18,76310,485+8,278+79%$1.3M$2.2M+$943.8K2026-10-26
Obsidian CIO, LLC
INCREASED18,73217,588+1,144+7%$2.2M$2.2M+$56.3K2026-11-05
Mather Group, Llc.
INCREASED18,70414,055+4,649+33%$1.7M$2.2M+$492.6K2026-10-14
Angeles Investment Advisors, LLC
UNCHANGED18,31518,31500%$2.3M$2.2M-$84.1K2026-10-22
Penobscot Investment Management Company, Inc.
DECREASED18,22718,252-250%$2.3M$2.2M-$86.8K2026-10-26
Cannon Financial Strategists, Inc.
DECREASED17,99418,940-946-5%$2.4M$2.2M-$200.3K2026-10-19
Market Street Wealth Management Advisors LLC
DECREASED17,68219,242-1,560-8%$2.4M$2.1M-$275.3K2026-10-09
RFG Advisory, LLC
DECREASED17,52222,328-4,806-22%$2.8M$2.1M-$678.3K2026-11-03
Keystone Wealth Services, LLC
DECREASED17,45817,540-820%$2.2M$2.1M-$79.2K2026-11-03
Rossby Financial, LCC
INCREASED17,4072,695+14,712+546%$335.3K$2.1M+$1.8M2026-11-05
Visionary Wealth Advisors
DECREASED17,28717,807-520-3%$2.2M$2.1M-$144.0K2026-11-04
Allegheny Financial Group
INCREASED17,28116,682+599+4%$2.1M$2.1M-$4.8K2026-11-05
MKD Wealth Coaches, LLC
DECREASED17,27917,416-137-1%$2.2M$2.1M-$96.4K2026-10-09
Farmers & Merchants Trust Co of Long Beach
UNCHANGED17,27517,27500%$2.1M$2.1M-$79.3K2026-10-22
Firethorn Wealth Partners, LLC
DECREASED16,96317,347-384-2%$2.2M$2.0M-$125.6K2026-10-14
Odyssey Capital Advisors, Inc.
INCREASED16,86915,836+1,033+7%$2.0M$2.0M+$51.1K2026-10-26
Integrated Advisors Network LLC
NEW16,646—+16,646——$2.0M—2026-10-20
Advisory Solutions Group, LLC
INCREASED16,50916,329+180+1%$2.0M$2.0M-$53.4K2026-10-14
Patton Albertson Miller Group, LLC
DECREASED16,49717,075-578-3%$2.1M$2.0M-$147.6K2026-10-26
BCU Wealth Advisors, LLC
DECREASED16,46417,889-1,425-8%$2.2M$2.0M-$252.9K2026-10-16
Centurion Wealth Management LLC
INCREASED16,4048,806+7,598+86%$1.1M$2.0M+$870.1K2026-10-13
Tanglewood Wealth Management, Inc.
DECREASED16,38016,818-438-3%$2.1M$2.0M-$129.7K2026-10-23
Braun-Bostich & Associates Inc.
INCREASED16,3428,124+8,218+101%$1.0M$2.0M+$947.5K2026-10-20
Focus Financial Network, Inc.
DECREASED16,17723,728-7,551-32%$3.0M$1.9M-$1.0M2026-10-14
ARK & TLK Investments, LLC
DECREASED15,95316,795-842-5%$2.1M$1.9M-$177.9K2026-10-20
Midwest Trust Co
UNCHANGED15,79915,79900%$2.0M$1.9M-$72.5K2026-10-22
Strata Wealth Advisors, LLC
DECREASED15,39715,420-230%$1.9M$1.8M-$73.6K2026-10-16
Horst & Graben Wealth Management LLC
INCREASED15,04314,596+447+3%$1.8M$1.8M+$10.6K2026-11-02
Golden State Wealth Management, LLC
DECREASED15,01224,731-9,719-39%$3.1M$1.8M-$1.3M2026-11-02
InvesTrust
DECREASED14,67122,155-7,484-34%$2.8M$1.8M-$998.5K2026-10-14
Sowell Financial Services LLC
DECREASED14,43614,442-60%$1.8M$1.7M-$67.0K2026-10-23
Sage Financial Group Inc
INCREASED14,25910,982+3,277+30%$1.4M$1.7M+$342.3K2026-10-27
Physician Wealth Advisors, Inc.
INCREASED14,16213,869+293+2%$1.7M$1.7M-$28.5K2026-10-20
Unify Financial Advisors
DECREASED13,90416,951-3,047-18%$2.1M$1.7M-$443.0K2026-11-03
Valeo Financial Advisors, LLC
DECREASED13,77913,898-119-1%$1.7M$1.7M-$78.1K2026-10-08
Pachira Investments Inc.
UNCHANGED13,74213,74200%$1.7M$1.6M-$63.1K2026-10-14
WealthPlan Investment Management, LLC
DECREASED13,72014,490-770-5%$1.8M$1.6M-$158.7K2026-10-15
Two West Capital Advisors LLC
DECREASED13,71115,087-1,376-9%$1.8M$1.7M-$142.8K2026-10-15
Stage Harbor Financial, LLC
INCREASED13,56112,077+1,484+12%$1.5M$1.6M+$122.4K2026-11-03
Embree Financial Group
DECREASED13,50213,969-467-3%$1.7M$1.6M-$120.0K2026-10-22
Valley National Advisers Inc
UNCHANGED13,38713,38700%$1.7M$1.6M-$61.5K2026-10-23
Sigma Planning Corp
DECREASED12,87313,546-673-5%$1.7M$1.5M-$152.1K2026-10-23
APS Management Group, Inc.
DECREASED12,39412,618-224-2%$1.6M$1.5M-$84.8K2026-10-14
McAdam, LLC
DECREASED12,38012,438-580%$1.5M$1.5M-$64.1K2026-10-21
Bison Wealth, LLC
DECREASED12,30712,359-520%$1.5M$1.5M-$74.2K2026-10-13
Dynamic Financial Group
DECREASED12,15912,303-144-1%$1.5M$1.5M-$73.7K2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED11,8309,396+2,434+26%$1.2M$1.4M+$248.5K2026-10-16
Wingate Wealth Advisors, Inc.
DECREASED11,77412,387-613-5%$1.5M$1.4M-$130.3K2026-10-26
Beacon Financial Planning, Inc
DECREASED11,25311,927-674-6%$1.5M$1.3M-$135.5K2026-11-04
MFG Investments, LLC
NEW11,181—+11,181——$1.3M—2026-10-30
FWG Investments, Llc.
DECREASED11,12014,601-3,481-24%$1.8M$1.3M-$484.1K2026-11-03
Pinnacle Associates LTD
UNCHANGED11,05311,05300%$1.4M$1.3M-$50.7K2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED11,02015,733-4,713-30%$2.0M$1.3M-$636.9K2026-10-08
Signal Advisors Wealth, LLC
INCREASED10,87810,675+203+2%$1.3M$1.3M-$24.6K2026-10-13
Caliber Wealth Management, LLC / KS
INCREASED10,80010,734+66+1%$1.3M$1.3M-$41.4K2026-11-04
J.M. Arbour, LLC
DECREASED10,76414,332-3,568-25%$1.8M$1.3M-$493.4K2026-11-05
Wedbush Securities Inc
DECREASED10,73912,722-1,983-16%$1.6M$1.3K-$1.6M2026-10-22
SBK Financial, Inc.
UNCHANGED10,72810,72800%$1.3M$1.3M-$49.2K2026-11-02
Citizens Financial Group Inc
DECREASED10,67111,166-495-4%$1.4M$1.3M-$110.6K2026-10-23
First Heartland Consultants, Inc.
DECREASED10,66013,204-2,544-19%$1.6M$1.3M-$365.5K2026-10-08
American State Bank (Iowa)
INCREASED10,5049,974+530+5%$1.2M$1.3M+$17.7K2026-11-03
Verus Capital Partners, LLC
DECREASED10,43011,416-986-9%$1.4M$1.2M-$170.6K2026-11-03
Prospera Financial Services Inc
INCREASED10,2867,175+3,111+43%$893.2K$1.2M+$326.6K2026-11-04
Quadrant Private Wealth Management, LLC
NEW10,216—+10,216——$1.2M—2026-11-04
Kestra Investment Management, LLC
DECREASED10,14612,462-2,316-19%$1.6M$1.2M-$334.7K2026-11-04
Triad Wealth Partners, LLC
INCREASED10,1439,557+586+6%$1.2M$1.2M+$48.7K2026-10-26
Parallel Advisors, LLC
DECREASED10,12210,142-200%$1.3M$1.2M-$49.0K2026-11-03
Evergreen Capital Management LLC
UNCHANGED10,11210,11200%$1.3M$1.2M-$46.4K2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED10,06310,06300%$1.3M$1.2M-$46.2K2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED10,0159,716+299+3%$1.2M$1.2M-$8.8K2026-11-02
Ritholtz Wealth Management
DECREASED9,93212,452-2,520-20%$1.5M$1.2M-$359.2K2026-11-05
Lmcg Investments, LLC
INCREASED9,9217,448+2,473+33%$926.7K$1.2M+$262.2K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED9,86712,415-2,548-21%$1.5M$1.2M-$362.2K2026-10-14
Claro Advisors Inc.
DECREASED9,81111,103-1,292-12%$1.4M$1.2M-$205.8K2026-11-02
Asset One Wealth Management LLC
NEW9,794—+9,794——$1.2M—2026-11-02
Mechanics Bank Trust Department
DECREASED9,75411,003-1,249-11%$1.4M$1.2M-$200.2K2026-10-13
First Citizens Financial Corp
DECREASED9,6679,822-155-2%$1.2M$1.2M-$63.7K2026-10-02
Canvas Wealth Advisors, LLC
DECREASED9,6409,962-322-3%$1.2M$1.2M-$78.4K2026-11-02
Davenport & Co LLC
INCREASED9,6409,473+167+2%$1.2M$1.2M-$23.5K2026-10-14
JFS Wealth Advisors, LLC
DECREASED9,60112,409-2,808-23%$1.5M$1.2M-$393.4K2026-11-03
Raleigh Capital Management Inc.
DECREASED9,56510,379-814-8%$1.3M$1.1M-$145.2K2026-10-28
SAX Wealth Advisors, LLC
DECREASED9,31411,405-2,091-18%$1.3M$1.1M-$154.0K2026-10-13
Facet Wealth, Inc.
DECREASED9,29710,010-713-7%$1.2M$1.1M-$131.4K2026-11-04
Luts & Greenleigh Group, Inc.
DECREASED9,2849,405-121-1%$1.2M$1.1M-$57.7K2026-11-05
Sherman Wealth Management LLC
UNCHANGED9,2619,26100%$1.2M$1.1M-$42.5K2026-10-16
Cornerstone Wealth Advisors, Inc.
INCREASED9,2048,654+550+6%$1.1M$1.1M+$26.2K2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED9,0906,206+2,884+46%$594.2K$884.2K+$290.0K2026-11-04
Avantax Planning Partners, Inc.
DECREASED9,0499,056-70%$1.1M$1.1M-$42.4K2026-11-03
Apella Capital, LLC
NEW8,871—+8,871——$1.1M—2026-10-08
Alterna Wealth Management, Inc
DECREASED8,83611,254-2,418-21%$1.4M$1.1M-$341.4K2026-10-27
PCG Asset Management, LLC
NEW8,823—+8,823——$1.1M—2026-11-05
Unique Wealth, LLC
INCREASED8,5917,581+1,010+13%$943.3K$1.0M+$86.2K2026-10-16
Aspire Private Capital, LLC
DECREASED8,5609,175-615-7%$1.1M$1.0M-$115.8K2026-11-05
Meridian Wealth Management, LLC
DECREASED8,5128,886-374-4%$1.1M$1.0M-$85.7K2026-11-05
Mycio Wealth Partners, LLC
UNCHANGED8,4378,43700%$1.0M$1.0M-$38.7K2026-11-04
ASL Financial, LLC
INCREASED8,3826,220+2,162+35%$773.9K$1.0M+$230.5K2026-10-15
Legacy Advisory Services, LLC
NEW8,253—+8,253——$989.0K—2026-10-20
Taylor & Morgan Wealth Management, LLC
UNCHANGED8,2098,20900%$1.0M$983.7K-$37.7K2026-10-09
LVW Advisors, LLC
DECREASED8,2028,629-427-5%$1.1M$982.8K-$90.8K2026-10-19
BIP Wealth, LLC
DECREASED8,1708,351-181-2%$1.0M$979.0K-$60.0K2026-10-22
Interchange Capital Partners, LLC
DECREASED8,1689,425-1,257-13%$1.2M$974.5K-$198.1K2026-10-28
Balance Wealth Partners LLC
DECREASED8,1689,362-1,194-13%$1.2M$978.7K-$186.1K2026-10-27
Addenda Capital Inc.
NEW8,143—+8,143——$975.8K—2026-10-13
Milestone Investment Advisors LLC
UNCHANGED8,1148,11400%$1.0M$972.3K-$37.2K2026-11-05
Collective Family Office LLC
INCREASED8,1108,049+61+1%$1.0M$971.8K-$29.6K2026-10-05
M Holdings Securities, Inc.
NEW8,099—+8,099——$966.0K—2026-11-03
Global Wealth Management Investment Advisory, Inc.
DECREASED8,0858,190-105-1%$1.0M$968.9K-$50.2K2026-11-04
Mainstream Capital Management LLC
DECREASED7,9169,832-1,916-19%$1.2M$948.6K-$274.7K2026-10-23
Mosley Wealth Management
DECREASED7,8788,697-819-9%$1.1M$941.3K-$140.7K2026-10-16
Hutchens & Kramer Investment Management Group, LLC
DECREASED7,8748,905-1,031-12%$1.1M$943.5K-$164.5K2026-10-16
Jacobi Capital Management LLC
DECREASED7,8447,868-240%$979.0K$940.0K-$39.0K2026-11-05
Sound Financial Strategies Group, LLC
INCREASED7,8237,798+25+0%$970.2K$937.4K-$32.8K2026-10-30
Targeted Financial Services LLC
DECREASED7,8187,956-138-2%$989.9K$936.8K-$53.1K2026-10-19
James J. Burns & Company, LLC
UNCHANGED7,7517,75100%$964.4K$928.8K-$35.6K2026-10-22
Asempa Wealth Advisors
DECREASED7,6998,172-473-6%$1.0M$918.0K-$98.8K2026-10-07
GGM Financial LLC
DECREASED7,6187,846-228-3%$976.2K$912.8K-$63.3K2026-11-05
Financial Perspectives, Inc
INCREASED7,6157,312+303+4%$909.8K$912.5K+$2.7K2026-11-03
Diversified Enterprises, LLC
INCREASED7,6106,823+787+12%$849.0K$911.9K+$63.0K2026-10-19
Bryn Mawr Trust Advisors, LLC
UNCHANGED7,5417,54100%$938.3K$903.7K-$34.6K2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED7,3748,583-1,209-14%$1.1M$883.6K-$184.3K2026-10-13
Arcadia Wealth Management, LLC
DECREASED7,33510,883-3,548-33%$1.4M$879.0K-$475.2K2026-10-22
Palisade Asset Management, LLC
DECREASED7,2907,684-394-5%$956.0K$873.6K-$82.5K2026-11-03
Private Trust Co NA
DECREASED7,2718,772-1,501-17%$1.1M$871.3K-$220.1K2026-10-20
Stackstone Wealth, LLC
NEW7,221—+7,221——$865.3K—2026-10-19
James Investment Research, Inc.
INCREASED7,1627,080+82+1%$880.9K$858.2K-$22.7K2026-10-22
Noble Family Wealth, LLC
UNCHANGED7,1607,16000%$890.8K$858.0K-$32.9K2026-10-26
Net Worth Advisory Group
INCREASED7,1587,032+126+2%$874.9K$853.5K-$21.4K2026-10-20
Fragasso Financial Advisors Inc
DECREASED7,1467,689-543-7%$956.7K$859.6K-$97.1K2026-10-13
Americana Partners, LLC
INCREASED6,9256,914+11+0%$860.4K$829.8K-$30.5K2026-10-28
Tassel Capital Management, Inc.
INCREASED6,9136,131+782+13%$762.8K$828.4K+$65.6K2026-10-20
Northland Securities, Inc.
DECREASED6,9137,110-197-3%$884.6K$828.4K-$56.2K2026-11-02
Avantra Family Wealth, Inc.
INCREASED6,8886,028+860+14%$750.0K$825.4K+$75.4K2026-10-20
SilverOak Wealth Management LLC
INCREASED6,8656,805+60+1%$846.7K$822.6K-$24.0K2026-10-29
Fulton Bank, N.A.
INCREASED6,8143,497+3,317+95%$435.1K$816.5K+$381.4K2026-10-14
Associated Banc-Corp
INCREASED6,7495,822+927+16%$724.4K$808.7K+$84.4K2026-10-30
PFG Advisors
DECREASED6,7466,842-96-1%$851.2K$808.4K-$42.9K2026-10-16
Central Pacific Bank - Trust Division
UNCHANGED6,7156,71500%$835.5K$804.7K-$30.8K2026-10-06
Semus Wealth Partners LLC
DECREASED6,6616,793-132-2%$845.2K$798.2K-$47.0K2026-10-22
Birch Hill Investment Advisors LLC
INCREASED6,6505,450+1,200+22%$678.1K$796.9K+$118.8K2026-10-16
LifeSteps Financial, Inc.
INCREASED6,6441,080+5,564+515%$134.4K$796.1K+$661.7K2026-10-15
Univest Financial Corp
DECREASED6,6326,657-250%$828.2K$794.7K-$33.6K2026-11-05
Rockland Trust Co
DECREASED6,6196,641-220%$826.3K$793.2K-$33.1K2026-10-05
Baker Tilly Wealth Management, LLC
INCREASED6,6064,000+2,606+65%$497.6K$791.6K+$293.9K2026-10-05
B.O.S.S. Retirement Advisors, LLC
DECREASED6,54719,572-13,025-67%$2.4M$784.6K-$1.7M2026-10-26
Omni 360 Wealth, Inc.
DECREASED6,3726,698-326-5%$833.4K$763.6K-$69.8K2026-10-13
RCS Financial Planning, LLC
DECREASED6,2687,023-755-11%$873.8K$751.1K-$122.7K2026-10-14
Klingman & Associates, LLC
DECREASED6,2497,325-1,076-15%$911.4K$748.8K-$162.6K2026-10-20
Lloyd Advisory Services, Llc.
DECREASED6,1607,478-1,318-18%$930.4K$738.1K-$192.2K2026-11-02
Ascentis Wealth Management, LLC
INCREASED6,0805,092+988+19%$633.7K$728.7K+$95.0K2026-11-03
Bayban
UNCHANGED5,9975,99700%$746.1K$746.1K$02026-11-05
Cypress Capital Group
UNCHANGED5,9585,95800%$741.3K$713.9K-$27.3K2026-11-03
StoneX Group Inc.
INCREASED5,9544,595+1,359+30%$571.7K$722.4K+$150.7K2026-11-03
Keybank National Association
DECREASED5,9469,981-4,035-40%$1.2M$712.5K-$529.3K2026-11-04
Washington Trust Co
DECREASED5,8637,895-2,032-26%$982.3K$702.6K-$279.7K2026-10-22
HRC Wealth Management, LLC
DECREASED5,8236,021-198-3%$749.1K$697.8K-$51.4K2026-10-16
A4 Wealth Advisors LLC
INCREASED5,7232,134+3,589+168%$265.5K$685.8K+$420.3K2026-10-20
Independent Financial Group, LLC
INCREASED5,6355,120+515+10%$637.0K$675.3K+$38.3K2026-10-13
Sentinel Advisory Group, LLC
UNCHANGED5,5905,59000%$695.5K$669.9K-$25.7K2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED5,5775,57700%$693.9K$664.9K-$28.9K2026-10-16
Confluence Wealth Services, Inc.
DECREASED5,5536,963-1,410-20%$866.3K$665.3K-$201.0K2026-11-05
Krilogy Financial LLC
INCREASED5,5483,793+1,755+46%$471.9K$663.6K+$191.7K2026-10-13
Schneider Downs Wealth Management Advisors, LP
UNCHANGED5,4715,47100%$680.7K$655.6K-$25.1K2026-10-27
Carmel Capital Partners, LLC
NEW5,332—+5,332——$638.9K—2026-11-03
Independence Bank of Kentucky
UNCHANGED5,2665,26600%$655.2K$631.0K-$24.2K2026-10-26
Signature Equity Partners, LLC
INCREASED5,244251+4,993+1989%$31.2K$628.3K+$597.1K2026-10-29
Legacy Wealth Partners, LLC
DECREASED5,1835,535-352-6%$688.7K$621.1K-$67.6K2026-10-15
Montecito Bank & Trust
UNCHANGED5,1565,15600%$641.5K$617.8K-$23.7K2026-10-01
Spectrum Planning & Advisory Services Inc.
DECREASED5,14711,088-5,941-54%$1.4M$616.8K-$762.8K2026-11-05
Cedar Point Capital Partners, LLC
INCREASED5,1084,598+510+11%$572.0K$612.0K+$40.0K2026-10-29
Trust Co of Vermont
UNCHANGED5,0575,05700%$629.2K$606.0K-$23.2K2026-10-21
Koshinski Asset Management, Inc.
DECREASED5,0325,055-230%$629.0K$603.0K-$26.0K2026-10-29
Gables Capital Management Inc.
UNCHANGED5,0075,00700%$623.0K$600.0K-$23.0K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED4,9565,526-570-10%$687.7K$594.0K-$93.7K2026-11-04
Mission Wealth Management, LP
INCREASED4,7973,744+1,053+28%$465.9K$574.8K+$109.0K2026-10-15
Aegis Wealth Management, Inc.
INCREASED4,7754,462+313+7%$555.2K$572.2K+$17.0K2026-10-26
Spectrum Advisors, Inc.
DECREASED4,7484,783-35-1%$595.2K$569.0K-$26.2K2026-11-03
Narus Financial Partners, LLC
DECREASED4,7444,988-244-5%$620.6K$568.5K-$52.1K2026-10-19
Decker Retirement Planning Inc.
DECREASED4,7425,138-396-8%$639.3K$568.3K-$71.0K2026-10-19
Cape Investment Advisory, Inc.
INCREASED4,6744,295+379+9%$534.4K$560.1K+$25.7K2026-10-13
Chicago Partners Investment Group LLC
UNCHANGED4,6314,63100%$551.6K$545.3K-$6.3K2026-10-27
Patriot Financial Group Insurance Agency, LLC
DECREASED4,6015,123-522-10%$637.4K$551.4K-$86.1K2026-10-14
Centennial Advisors, LLC
DECREASED4,5104,964-454-9%$617.6K$540.5K-$77.1K2026-10-21
Peterson Wealth Advisors, LLC
INCREASED4,4914,479+12+0%$557.2K$538.2K-$19.0K2026-10-08
Accelerate Investment Advisors LLC
DECREASED4,4869,616-5,130-53%$1.2M$537.6K-$658.9K2026-11-02
Leisure Capital Management
UNCHANGED4,4774,47700%$557.0K$536.5K-$20.6K2026-11-03
Beacon Financial Group
DECREASED4,4454,446-10%$553.2K$532.6K-$20.5K2026-10-19
Moneco Advisors, LLC
INCREASED4,4424,371+71+2%$543.8K$532.3K-$11.5K2026-11-05
Uptick Partners, LLC
DECREASED4,3614,404-43-1%$548.0K$522.6K-$25.4K2026-11-04
Harbour Capital Advisors, LLC
UNCHANGED4,3214,32100%$530.0K$517.8K-$12.2K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED4,3042,197+2,107+96%$273.4K$515.7K+$242.3K2026-10-21
Aspiriant, LLC
INCREASED4,2774,137+140+3%$514.8K$512.6K-$2.2K2026-10-16
Latitude Advisors, LLC
DECREASED4,2437,273-3,030-42%$905.0K$508.5K-$396.5K2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED4,2334,216+17+0%$524.5K$507.2K-$17.3K2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED4,2134,237-24-1%$527.2K$504.8K-$22.3K2026-10-05
Unified Investment Management
INCREASED4,1893,779+410+11%$470.2K$502.0K+$31.8K2026-10-14
Hickory Point Bank & Trust
UNCHANGED4,1744,17400%$519.3K$500.2K-$19.2K2026-10-01
Vann Equity Management LLC
INCREASED4,1454,093+52+1%$509.2K$496.7K-$12.6K2026-10-08
Summit Financial Strategies, Inc.
INCREASED4,1252,976+1,149+39%$370.3K$494.3K+$124.0K2026-10-14
Sheets Smith Wealth Management
DECREASED4,0084,140-132-3%$515.1K$480.3K-$34.8K2026-10-16
Eastern Bank
DECREASED4,0026,117-2,115-35%$761.1K$479.6K-$281.5K2026-10-05
Modera Wealth Management, LLC
INCREASED3,9983,128+870+28%$389.2K$479.1K+$89.9K2026-10-28
Droms Strauss Advisors Inc
DECREASED3,9974,005-80%$498.3K$479.0K-$19.3K2026-11-03
Elevation Wealth Management LLC
DECREASED3,9714,163-192-5%$518.0K$475.9K-$42.1K2026-11-02
Blue Capital, Inc.
DECREASED3,9573,971-140%$494.1K$474.2K-$19.9K2026-10-13
Fifth Third Securities, Inc.
NEW3,948—+3,948——$473.1K—2026-10-21
Daymark Wealth Partners, LLC
DECREASED3,8754,294-419-10%$534.2K$464.3K-$69.9K2026-11-04
Hilltop National Bank
UNCHANGED3,8753,87500%$482.1K$464.3K-$17.8K2026-10-14
Pines Wealth Management, LLC
INCREASED3,8443,773+71+2%$469.4K$460.6K-$8.8K2026-10-21
HUB Investment Partners, LLC
INCREASED3,7173,555+162+5%$442.3K$445.4K+$3.1K2026-11-03
Cooper Financial Group
DECREASED3,6803,782-102-3%$470.6K$441.0K-$29.5K2026-10-07
Old National Bancorp
DECREASED3,6803,690-100%$459.1K$441.0K-$18.1K2026-10-20
Guidance Point Advisors, LLC
UNCHANGED3,6633,66300%$455.8K$438.9K-$16.8K2026-10-15
Wolff Financial Management LLC
UNCHANGED3,6523,65200%$454.4K$437.7K-$16.8K2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED3,6153,61500%$449.8K$433.2K-$16.6K2026-10-22
Sapient Capital LLC
INCREASED3,6093,580+29+1%$445.5K$432.5K-$13.0K2026-10-08
Aspen Wealth Management LLC
UNCHANGED3,5823,58200%$445.7K$429.2K-$16.4K2026-10-14
Doliver Advisors, LP
DECREASED3,5663,570-40%$444.2K$427.3K-$16.9K2026-10-01
Bluedoor Private Wealth, LLC
UNCHANGED3,5193,51900%$437.9K$421.7K-$16.2K2026-11-05
XY Planning Network, Inc.
INCREASED3,5023,224+278+9%$401.1K$419.6K+$18.5K2026-10-14
GHP Investment Advisors, Inc.
DECREASED3,4803,506-26-1%$436.2K$417.0K-$19.2K2026-10-15
Milestone Asset Management Group, LLC
UNCHANGED3,4493,44900%$429.2K$413.3K-$15.8K2026-10-20
Evanson Financial, LLC
UNCHANGED3,4313,43100%$426.9K$411.1K-$15.7K2026-10-23
Connecticut Wealth Management, LLC
UNCHANGED3,4223,42200%$425.8K$410.1K-$15.7K2026-10-13
CGN Advisors LLC
DECREASED3,4003,460-60-2%$430.5K$407.4K-$23.1K2026-10-21
Lockerman Financial Group, Inc.
DECREASED3,3763,902-526-13%$485.5K$404.6K-$80.9K2026-10-19
PUREfi Wealth, LLC
DECREASED3,2963,747-451-12%$466.2K$394.9K-$71.2K2026-10-19
Security Financial Services, Inc.
DECREASED3,26414,668-11,404-78%$1.8M$391.2K-$1.4M2026-10-29
Triangle Securities Wealth Management
DECREASED3,2623,512-250-7%$437.0K$390.9K-$46.0K2026-10-14
Conning Inc.
UNCHANGED3,2553,25500%$405.0K$390.0K-$14.9K2026-10-27
Fiscal Wisdom Wealth Management, LLC
DECREASED3,2423,814-572-15%$474.5K$388.5K-$86.0K2026-10-16
Heartwood Wealth Advisors LLC
UNCHANGED3,2273,22700%$401.5K$386.7K-$14.8K2026-10-05
Laurel Wealth Advisors LLC
UNCHANGED3,2073,20700%$399.1K$384.3K-$14.7K2026-10-27
Sterling Group Wealth Management, LLC
UNCHANGED3,1933,19300%$397.3K$382.6K-$14.7K2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED3,1654,937-1,772-36%$614.3K$379.3K-$235.0K2026-10-21
Ehrlich Financial Group
INCREASED3,1542,500+654+26%$311.1K$377.9K+$66.9K2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED3,1523,238-86-3%$402.9K$377.7K-$25.2K2026-10-16
Kelly Financial Services LLC
DECREASED3,1223,783-661-17%$470.6K$374.1K-$96.6K2026-10-20
Meitav Investment House LTD
UNCHANGED3,1153,11500%$387.6K$373.3K-$14.3K2026-10-28
Aprio Wealth Management, LLC
DECREASED3,0944,523-1,429-32%$562.8K$370.7K-$192.1K2026-10-28
Ledyard National Bank
UNCHANGED3,0943,09400%$385.0K$370.8K-$14.2K2026-10-21
Hardworking Capital Advisors, LLC
NEW3,060—+3,060——$366.7K—2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED3,0332,097+936+45%$260.9K$363.4K+$102.5K2026-11-03
Mission Financial Group, LLC
INCREASED2,9992,975+24+1%$370.1K$359.4K-$10.7K2026-10-21
Waldron Private Wealth LLC
DECREASED2,9853,439-454-13%$427.9K$357.7K-$70.2K2026-11-02
Lifelong Wealth Advisors, Inc.
DECREASED2,9653,214-249-8%$399.9K$355.3K-$44.6K2026-10-19
Tempus Wealth Planning, LLC
DECREASED2,9553,155-200-6%$392.5K$354.1K-$38.4K2026-10-14
Patten & Patten Inc
UNCHANGED2,9502,95000%$367.0K$353.5K-$13.5K2026-10-26
Fortress Financial Group, LLC
UNCHANGED2,8942,89400%$360.1K$346.8K-$13.3K2026-10-21
POM Investment Strategies, LLC
INCREASED2,8851,893+992+52%$235.5K$345.7K+$110.1K2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED2,8823,014-132-4%$375.1K$345.4K-$29.7K2026-11-02
Global Wealth Strategies & Associates
INCREASED2,8162,281+535+23%$283.8K$337.4K+$53.6K2026-10-02
Midwest Heritage Bank, FSB
UNCHANGED2,8072,80700%$349.2K$336.3K-$12.9K2026-10-26
Strategy Asset Managers LLC
DECREASED2,7862,993-207-7%$372.4K$333.8K-$38.6K2026-10-14
Highland Capital Management, LLC
UNCHANGED2,7822,78200%$346.1K$333.3K-$12.8K2026-10-26
Wedmont Private Capital
UNCHANGED2,7822,78200%$341.2K$331.2K-$10.0K2026-10-09
Focused Alpha, LLC
INCREASED2,7772,677+100+4%$333.1K$332.8K-$3062026-10-20
Hurlow Wealth Management Group, Inc.
UNCHANGED2,7772,77700%$345.5K$332.8K-$12.7K2026-10-29
KFA Private Wealth Group, LLC
INCREASED2,7662,548+218+9%$317.0K$331.5K+$14.4K2026-10-07
ERn Financial, LLC
INCREASED2,7162,711+5+0%$337.3K$325.5K-$11.8K2026-10-28
Kelly Financial Group LLC
INCREASED2,7012,539+162+6%$315.9K$323.6K+$7.8K2026-10-16
Synergy Asset Management, LLC
NEW2,629—+2,629——$315.0K—2026-11-05
Cortland Associates Inc
UNCHANGED2,6142,61400%$325.0K$313.0K-$12.0K2026-10-29
Legacy Wealth Asset Management, LLC
UNCHANGED2,5872,58700%$321.9K$310.0K-$11.9K2026-10-09
Certuity, LLC
DECREASED2,5802,581-10%$321.1K$309.2K-$12.0K2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED2,5166,719-4,203-63%$836.0K$301.5K-$534.5K2026-10-14
Provenance Wealth Advisors, LLC
UNCHANGED2,5042,50400%$311.5K$300.1K-$11.5K2026-10-30
World Equity Group, Inc.
DECREASED2,4965,388-2,892-54%$670.4K$299.1K-$371.3K2026-10-14
JGP Wealth Management, LLC
UNCHANGED2,4832,48300%$308.9K$297.5K-$11.4K2026-10-13
Venture Visionary Partners LLC
INCREASED2,4732,438+35+1%$303.3K$296.3K-$7.0K2026-10-07
Altfest L J & Co Inc
UNCHANGED2,4732,47300%$307.7K$296.3K-$11.4K2026-10-27
Community Financial Services Group, LLC
INCREASED2,4511,868+583+31%$229.3K$292.2K+$62.9K2026-10-15
Sutton Place Investors LLC
DECREASED2,4512,568-117-5%$319.5K$293.7K-$25.8K2026-10-20
My Personal CFO, LLC
UNCHANGED2,4472,44700%$304.5K$293.2K-$11.2K2026-10-14
Forvis Mazars Wealth Advisors, LLC
INCREASED2,4312,078+353+17%$258.5K$291.3K+$32.8K2026-10-13
McGlone Suttner Wealth Management, Inc.
UNCHANGED2,4222,42200%$301.4K$290.3K-$11.1K2026-10-13
Goldstein Advisors, LLC
INCREASED2,4212,386+35+1%$296.9K$290.1K-$6.8K2026-10-15
Spinnaker Investment Group, LLC
DECREASED2,4193,064-645-21%$381.2K$289.9K-$91.4K2026-10-13
LongView Wealth Management
DECREASED2,3912,944-553-19%$366.3K$286.5K-$79.8K2026-10-19
Atlatl Advisers LLC
DECREASED2,3892,891-502-17%$359.7K$286.3K-$73.4K2026-10-22
Yoffe Investment Management, LLC
UNCHANGED2,3582,35800%$293.4K$282.6K-$10.8K2026-11-02
Sky Investment Group LLC
NEW2,357—+2,357——$282.4K—2026-10-30
Oakworth Capital, Inc.
UNCHANGED2,3552,35500%$293.0K$282.2K-$10.8K2026-10-26
Clear Retirement Advice LLC
UNCHANGED2,3312,33100%$290.0K$279.3K-$10.7K2026-10-22
Pettinga Financial Advisors LLC
DECREASED2,3303,058-728-24%$380.5K$279.2K-$101.3K2026-10-13
Orin Green Financial, LLC
UNCHANGED2,3102,31000%$287.4K$276.8K-$10.6K2026-10-19
Fonville Wealth Management LLC
DECREASED2,2872,345-58-2%$291.8K$274.1K-$17.7K2026-10-28
Fulton Breakefield Broenniman LLC
UNCHANGED2,2832,28300%$284.1K$273.6K-$10.5K2026-11-03
Stephen J. Garry & Associates, LLC
DECREASED2,2702,890-620-21%$359.6K$272.0K-$87.6K2026-11-05
Beacon Financial Advisory LLC
DECREASED2,2082,313-105-5%$287.8K$264.6K-$23.2K2026-10-16
Retirement Solution LLC
DECREASED2,1722,500-328-13%$311.1K$260.3K-$50.8K2026-10-27
Gateway Investment Advisers LLC
NEW2,136—+2,136——$256.0K—2026-10-13
Centerline Wealth Advisors, LLC
INCREASED2,1252,073+52+3%$257.9K$254.6K-$3.3K2026-10-15
Neumann Capital Management, LLC
UNCHANGED2,1252,12500%$264.4K$254.6K-$9.8K2026-10-15
CRA Financial Services, LLC
UNCHANGED2,1252,12500%$264.4K$254.6K-$9.8K2026-10-16
TritonPoint Partners, LLC
DECREASED2,1192,179-60-3%$271.1K$253.9K-$17.2K2026-11-05
American National Bank & Trust
UNCHANGED2,1182,11800%$263.5K$253.8K-$9.7K2026-10-07
Cornerstone Wealth Management, LLC
DECREASED2,1042,170-66-3%$270.0K$252.2K-$17.9K2026-11-04
Walleye Partners, LLC
DECREASED2,1002,265-165-7%$281.8K$251.6K-$30.2K2026-10-13
Marino, Stram & Associates LLC
INCREASED2,0971,920+177+9%$238.8K$251.2K+$12.4K2026-10-22
AA Financial Advisors, LLC
INCREASED2,0881,931+157+8%$240.3K$250.2K+$9.9K2026-10-19
International Assets Investment Management, LLC
DECREASED2,0882,218-130-6%$272.3K$248.9K-$23.4K2026-11-02
Integrated Wealth Management
NEW2,065—+2,065——$247.5K—2026-10-19
Williams Jones Wealth Management, Llc.
DECREASED2,0642,317-253-11%$288.3K$247.3K-$41.0K2026-11-05
Financial Partners Group, Inc
DECREASED2,0412,084-43-2%$259.3K$244.6K-$14.7K2026-10-19
Stirlingshire Investments, Inc.
DECREASED2,0392,108-69-3%$262.3K$244.3K-$17.9K2026-11-05
Watchman Group, Inc.
UNCHANGED1,9831,98300%$246.7K$237.6K-$9.1K2026-10-16
Armstrong Advisory Group, Inc
UNCHANGED1,9671,96700%$244.7K$235.7K-$9.0K2026-10-09
First Financial Corp
INCREASED1,9361,929+7+0%$240.0K$232.0K-$8.0K2026-10-13
Commonwealth Financial Services, LLC
DECREASED1,9341,988-54-3%$247.4K$231.8K-$15.6K2026-10-20
XML Financial, LLC
UNCHANGED1,9141,91400%$238.1K$229.4K-$8.8K2026-10-29
Town Capital LLC
NEW1,911—+1,911——$229.0K—2026-11-03
NorthLanding Financial Partners, LLC
UNCHANGED1,9001,90000%$236.5K$227.7K-$8.7K2026-10-15
Islay Capital Management, LLC
INCREASED1,8941,727+167+10%$214.9K$227.0K+$12.1K2026-10-20
Essex Bank
DECREASED1,8651,890-25-1%$235.2K$223.5K-$11.7K2026-10-16
Quartz Partners, LLC
DECREASED1,8642,524-660-26%$314.0K$223.4K-$90.6K2026-11-03
Elevated Financial Group LLC
DECREASED1,8532,899-1,046-36%$360.7K$222.0K-$138.6K2026-10-16
Plante Moran Financial Advisors, LLC
DECREASED1,8524,043-2,191-54%$503.0K$221.9K-$281.1K2026-11-04
Networth Advisors, LLC
DECREASED1,8392,085-246-12%$259.4K$220.4K-$39.1K2026-11-03
Cornerstone Wealth, LLC
INCREASED1,8331,743+90+5%$213.0K$215.8K+$2.8K2026-10-28
Alhambra Investment Management LLC
UNCHANGED1,8311,83100%$227.8K$219.4K-$8.4K2026-10-15
Intelligence Driven Advisers, LLC
UNCHANGED1,8071,80700%$224.8K$216.5K-$8.3K2026-10-09
NTV Asset Management LLC
UNCHANGED1,7711,77100%$220.4K$212.3K-$8.1K2026-10-23
Flagstar Securities, Inc
DECREASED1,7561,973-217-11%$245.5K$210.5K-$35.1K2026-10-15
NBH Bank
UNCHANGED1,7551,75500%$218.4K$210.3K-$8.1K2026-11-05
PKS Advisory Services, LLC
UNCHANGED1,7511,75100%$218.0K$218.0K$02026-10-26
Joel Isaacson & Co., LLC
UNCHANGED1,7431,74300%$216.9K$208.9K-$8.0K2026-11-05
Winthrop Advisory Group LLC
DECREASED1,7292,079-350-17%$258.7K$207.2K-$51.5K2026-10-22
Single Point Partners, LLC
UNCHANGED1,7121,71200%$213.0K$205.1K-$7.9K2026-10-19
Veracity Capital LLC
DECREASED1,7082,012-304-15%$250.3K$204.7K-$45.7K2026-10-08
Hobart Private Capital, LLC
DECREASED1,7061,731-25-1%$215.4K$204.4K-$10.9K2026-10-19
Resonant Capital Advisors, LLC
UNCHANGED1,6921,69200%$210.5K$202.8K-$7.8K2026-10-15
Heritage Family Offices, LLP
DECREASED1,6441,790-146-8%$222.7K$197.0K-$25.7K2026-11-02
Sage Mountain Advisors LLC
UNCHANGED1,6161,61600%$201.1K$193.6K-$7.4K2026-11-02
Alpine Bank Wealth Management
UNCHANGED1,6001,60000%$199.1K$191.7K-$7.3K2026-10-16
Reap Financial Group, LLC
DECREASED1,5401,734-194-11%$215.7K$184.5K-$31.2K2026-11-02
Rosenberg Matthew Hamilton
DECREASED1,5031,560-57-4%$194.1K$180.1K-$14.0K2026-10-05
Arcadia Investment Advisors LLC
UNCHANGED1,5001,50000%$186.6K$179.7K-$6.9K2026-10-13
Tounjian Advisory Partners, LLC
INCREASED1,3631,362+1+0%$169.4K$163.3K-$6.1K2026-11-04
Evermay Wealth Management LLC
UNCHANGED1,2911,29100%$160.6K$154.7K-$5.9K2026-11-05
UMB Private Wealth Management, LLC
NEW1,271—+1,271——$152.3K—2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED1,236749+487+65%$93.2K$148.1K+$54.9K2026-10-23
Balentine LLC
UNCHANGED1,2201,22000%$151.8K$146.2K-$5.6K2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED1,125949+176+19%$118.1K$134.8K+$16.7K2026-10-29
Gamma Investing LLC
UNCHANGED1,1101,11000%$138.1K$133.0K-$5.1K2026-10-08
City Holding Co
UNCHANGED1,1001,10000%$136.9K$131.8K-$5.0K2026-10-19
Hanson & Doremus Investment Management
UNCHANGED1,0741,07400%$134.0K$129-$133.9K2026-10-16
Larson Financial Group LLC
INCREASED1,073536+537+100%$66.7K$128.6K+$61.9K2026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED1,0601,06000%$131.9K$127.0K-$4.9K2026-10-15
Creative Financial Designs Inc
DECREASED985990-5-1%$123.2K$118.0K-$5.2K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED97397300%$121.1K$116.6K-$4.5K2026-10-21
Angeles Wealth Management, LLC
UNCHANGED97297200%$120.9K$116.5K-$4.5K2026-10-26
Dynamic Wealth Strategies, LLC
UNCHANGED96796700%$120.3K$115.9K-$4.4K2026-10-16
Peterson Wealth Services
UNCHANGED96096000%$119.4K$115.0K-$4.4K2026-10-26
Elevated Capital Advisors, LLC
DECREASED9564,353-3,397-78%$541.6K$114.6K-$427.1K2026-11-04
Wolff Wiese Magana LLC
UNCHANGED93593500%$116.3K$112.0K-$4.3K2026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED90290200%$112.2K$108.1K-$4.1K2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED89489400%$111.2K$107.1K-$4.1K2026-10-22
MeadowBrook Investment Advisors LLC
UNCHANGED89189100%$110.9K$105.5K-$5.3K2026-10-29
William Mack & Associates, Inc.
NEW870—+870——$104.3K—2026-10-27
Financial Consulate, Inc
UNCHANGED83083000%$103.3K$99.5K-$3.8K2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED805835-30-4%$103.9K$96.5K-$7.4K2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED7989,090-8,292-91%$1.1M$95.6K-$1.0M2026-10-14
Edgemoor Investment Advisors, Inc.
NEW710—+710——$85.1K—2026-11-03
Capital Investment Advisory Services, LLC
INCREASED68662+624+1006%$7.7K$82.5K+$74.8K2026-10-30
AlphaCore Capital LLC
INCREASED670318+352+111%$39.6K$80.3K+$40.7K2026-11-04
Ares Financial Consulting, LLC
UNCHANGED64764700%$80.5K$77.6K-$3.0K2026-10-19
Hoey Investments, Inc
UNCHANGED63963900%$79.5K$76.6K-$2.9K2026-10-29
Downshift Financial, LLC
INCREASED634563+71+13%$70.0K$76.0K+$5.9K2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED60960900%$75.8K$73.0K-$2.8K2026-10-28
Harbor Investment Advisory, LLC
INCREASED607601+6+1%$74.8K$72.7K-$2.0K2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED53053000%$65.6K$64.1K-$1.6K2026-11-04
Kings Path Partners LLC
UNCHANGED52052000%$64.7K$62.3K-$2.4K2026-10-21
Mascoma Wealth Management LLC
UNCHANGED51951900%$64.6K$62.2K-$2.4K2026-10-23
Clark Wealth Partners
DECREASED491504-13-3%$62.7K$58.8K-$3.9K2026-10-19
Team Financial Group, LLC
NEW464—+464——$55.6K—2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED45445400%$56.5K$54.4K-$2.1K2026-10-26
West Financial Advisors, LLC
UNCHANGED43043000%$53.5K$51.5K-$2.0K2026-10-22
Hughes Financial Services, LLC
UNCHANGED42642600%$53.0K$51.3K-$1.7K2026-10-30
Bradley & Co. Private Wealth Management, LLC
UNCHANGED42242200%$52.5K$50.6K-$1.9K2026-10-23
Compass Financial Management LLC
INCREASED414403+11+3%$50.2K$49.6K-$6012026-10-30
Root Financial Partners, LLC
NEW399—+399——$47.8K—2026-10-21
Asset Dedication, LLC
DECREASED338340-2-1%$42.3K$40.5K-$1.8K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED325311+14+5%$38.7K$38.9K+$2502026-11-05
Harbor Asset Planning, Inc.
UNCHANGED32432400%$40.3K$38.8K-$1.5K2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED32432400%$40.4K$38.9K-$1.5K2026-10-15
Morling Financial Advisors, LLC
NEW318—+318——$38.1K—2026-10-28
Rydar Equities, Inc.
NEW317—+317——$38.0K—2026-10-13
Yankcom Partnership
NEW301—+301——$36.1K—2026-10-15
Coastline Trust Co
UNCHANGED28228200%$35.1K$33.8K-$1.3K2026-10-01
Maryland Capital Advisors Inc.
UNCHANGED28028000%$34.8K$33.6K-$1.3K2026-10-15
Barnes Dennig Private Wealth Management LLC
UNCHANGED27827800%$34.6K$33.3K-$1.3K2026-10-30
Breakwater Investment Management
UNCHANGED27527500%$34.3K$33.0K-$1.3K2026-10-20
Richardson Capital Management LLC
UNCHANGED24524500%$30.5K$29.3K-$1.1K2026-10-23
Tsfg, LLC
UNCHANGED24324300%$30.0K$29-$30.0K2026-10-23
NorthAvenue LLC
DECREASED240340-100-29%$42.3K$28.7K-$13.5K2026-10-29
Bangor Savings Bank
UNCHANGED22722700%$28.2K$27.2K-$1.0K2026-10-06
First Bancorp, Inc
UNCHANGED21921900%$27.2K$26.2K-$1.0K2026-10-26
Friedenthal Financial
NEW206—+206——$24.7K—2026-10-27
Beacon Investment Advisory Services, Inc.
NEW199—+199——$23.8K—2026-10-13
Adirondack Trust Co
UNCHANGED19919900%$24.8K$23.8K-$9132026-10-14
Atwood & Palmer Inc
UNCHANGED19519500%$24.2K$23.3K-$8932026-10-08
Tompkins Financial Corp
UNCHANGED17817800%$22.1K$21.3K-$8172026-10-05
Brown, Lisle Ings, Inc.
INCREASED16387+76+87%$10.8K$19.5K+$8.7K2026-10-16
EPG Wealth Management LLC
DECREASED163179-16-9%$22.3K$19.6K-$2.7K2026-11-03
Union Savings Bank
NEW155—+155——$18.6K—2026-10-14
Triumph Capital Management
UNCHANGED15515500%$19.3K$18.6K-$7112026-10-14
Essential Partners LLC
NEW154—+154——$18.5K—2026-10-14
Signaturefd, LLC
INCREASED13224+108+450%$3.0K$15.8K+$12.8K2026-10-23
Planning Strategies Inc.
UNCHANGED12112100%$15.1K$14.5K-$5562026-10-02
Arlington Trust Co LLC
UNCHANGED11911900%$14.8K$14.3K-$5462026-10-20
Phillips Financial Management, LLC
DECREASED118281-163-58%$35.1K$14.2K-$20.8K2026-10-19
Atlantic Edge Private Wealth Management, LLC
DECREASED110165-55-33%$20.5K$13.2K-$7.3K2026-10-20
Center for Financial Planning, Inc.
UNCHANGED11011000%$13.7K$13.2K-$5062026-10-26
Hurley Capital, LLC
DECREASED101102-1-1%$12.6K$12.2K-$4662026-11-05
Signature Resources Capital Management, LLC
UNCHANGED989800%$12.2K$11.7K-$4502026-10-16
Advocate Investing Services LLC
INCREASED9389+4+4%$11.1K$11.1K+$742026-10-26
Wagner Wealth Management, LLC
DECREASED87740-653-88%$92.1K$10.4K-$81.6K2026-10-21
Archer Investment Corp
DECREASED84178-94-53%$22.1K$10.1K-$12.1K2026-11-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED848400%$10.5K$10.1K-$3852026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED797900%$9.8K$9.5K-$3632026-10-23
Quaker Wealth Management, LLC
UNCHANGED777700%$9.6K$9.2K-$3542026-10-22
Roxbury Financial LLC
UNCHANGED747400%$9.2K$8.9K-$3412026-10-01
Halbert Hargrove Global Advisors, LLC
UNCHANGED666600%$8.2K$7.9K-$3032026-10-16
Vima LLC
UNCHANGED565600%$7.0K$6.7K-$2582026-10-23
Align Financial, LLC
UNCHANGED545400%$6.7K$6.5K-$2482026-10-16
Versant Capital Management, Inc
UNCHANGED434300%$5.4K$5.2K-$1972026-10-02
SJS Investment Consulting Inc.
NEW42—+42——$5.0K—2026-10-26
Nfsg Corp
UNCHANGED353500%$4.4K$4.2K-$1612026-10-15
United Financial Planning Group LLC
INCREASED3310+23+230%$1.2K$4.0K+$2.7K2026-11-04
Trust Co
UNCHANGED313100%$3.9K$3.7K-$1422026-10-09
Cullen T Bankers, Inc.
NEW29—+29——$3.5K—2026-10-28
DecisionPoint Financial, LLC
UNCHANGED272700%$3.3K$3.2K-$952026-10-27
Horizon Financial Services, LLC
DECREASED231,118-1,095-98%$139.1K$2.8K-$136.3K2026-11-04
Grove Bank & Trust
UNCHANGED232300%$2.9K$2.8K-$1062026-10-08
Birchwood Financial Partners, Inc.
DECREASED18170-152-89%$21.2K$2.2K-$19.0K2026-11-02
Gilpin Wealth Management, LLC
DECREASED1518-3-17%$2.2K$1.8K-$4422026-10-09
Markowski Investments
UNCHANGED151500%$1.9K$1.8K-$692026-10-30
Provident Wealth Management, LLC
UNCHANGED131300%$1.6K$1.6K-$592026-10-20
Acumen Wealth Advisors, LLC
NEW12—+12——$1.4K—2026-11-05
Buck Wealth Strategies, LLC
NEW4—+4——$479—2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED1100%$125$120-$52026-10-15
Hofer & Associates. Inc
CLOSED041,079-41,079-100%$5.1M$0-$5.1M2026-10-13
Beacon Capital Management, LLC
CLOSED021,340-21,340-100%$2.7M$0-$2.7M2026-10-23
Skyline Advisors, Inc.
CLOSED05,851-5,851-100%$727.9K$0-$727.9K2026-11-03
KPP Advisory Services LLC
CLOSED05,713-5,713-100%$710.8K$0-$710.8K2026-10-26
Scarborough Advisors, LLC
CLOSED05,706-5,706-100%$705.1K$0-$705.1K2026-10-16
Fermata Advisors, LLC
CLOSED03,553-3,553-100%$442.0K$0-$442.0K2026-10-13
Lane Brothers & Co Inc
CLOSED02,551-2,551-100%$317.4K$0-$317.4K2026-11-02
Goelzer Investment Management, Inc.
CLOSED02,347-2,347-100%$292.0K$0-$292.0K2026-10-16
Journey Beyond Wealth, LLC
CLOSED01,928-1,928-100%$239.9K$0-$239.9K2026-11-04
Opal Wealth Advisors, LLC
CLOSED01,912-1,912-100%$237.9K$0-$237.9K2026-10-16
Means Investment Co., Inc.
CLOSED01,841-1,841-100%$229.0K$0-$229.0K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED01,790-1,790-100%$222.7K$0-$222.7K2026-10-27
FSA Wealth Partners, Inc.
CLOSED01,771-1,771-100%$220.3K$0-$220.3K2026-10-26
Bedminster, LLC
CLOSED01,708-1,708-100%$212.5K$0-$212.5K2026-11-04
Maple Capital Management, Inc.
CLOSED01,663-1,663-100%$206.9K$0-$206.9K2026-11-02
Cassilly Financial Group LLC
CLOSED01,637-1,637-100%$203.7K$0-$203.7K2026-10-07
Verum Partners LLC
CLOSED01,634-1,634-100%$203.4K$0-$203.4K2026-10-21
Tranquility Partners, LLC
CLOSED01,628-1,628-100%$202.6K$0-$202.6K2026-10-20
Fiduciary Alliance LLC
CLOSED01,621-1,621-100%$201.7K$0-$201.7K2026-10-13
AdvisorNet Financial, Inc
CLOSED01,480-1,480-100%$184.2K$0-$184.2K2026-10-15
MCF Advisors LLC
CLOSED0868-868-100%$108.0K$0-$108.0K2026-10-28
Salem Investment Counselors Inc
CLOSED0502-502-100%$62.5K$0-$62.5K2026-10-13
Tucker Asset Management LLC
CLOSED0359-359-100%$44.7K$0-$44.7K2026-10-29
Brooklyn FI, LLC
CLOSED0305-305-100%$36.8K$0-$36.8K2026-11-05
Gill Capital Partners, LLC
CLOSED0128-128-100%$15.9K$0-$15.9K2026-10-13
Pittenger & Anderson Inc
CLOSED084-84-100%$10.5K$0-$10.5K2026-11-02
Creative Capital Management Investments LLC
CLOSED078-78-100%$9.7K$0-$9.7K2026-10-28
DiNuzzo Private Wealth, Inc.
CLOSED044-44-100%$5.5K$0-$5.5K2026-10-16
CX Institutional
CLOSED033-33-100%$4$0-$42026-10-02
Founders Capital Management
CLOSED031-31-100%$3.9K$0-$3.9K2026-10-13
Godsey & Gibb, Inc
CLOSED015-15-100%$1.9K$0-$1.9K2026-10-14
Wilkerson Advisory Group LLC
CLOSED014-14-100%$1.7K$0-$1.7K2026-10-20
Arvest Investments, Inc.
CLOSED013-13-100%$1.6K$0-$1.6K2026-10-21
Envestnet Asset Management Inc
N/A—23,610,616-23,610,616-100%$2.9B———
LPL Financial LLC
N/A—8,635,516-8,635,516-100%$1.1B———
Morgan Stanley
N/A—5,350,855-5,350,855-100%$665.8M———
Bank of America Corp
N/A—5,274,307-5,274,307-100%$656.2M———
Jones Financial Companies Lllp
N/A—4,373,043-4,373,043-100%$532.6M———
Nomura Asset Management International Inc.
N/A—3,773,931-3,773,931-100%$469.6M———
JPMorgan Chase & Co
N/A—3,461,739-3,461,739-100%$426.5M———
Cetera Investment Advisers
N/A—2,355,345-2,355,345-100%$293.1M———
MML Investors Services, LLC
N/A—1,941,127-1,941,127-100%$241.5M———
Envestnet Portfolio Solutions, Inc.
N/A—1,892,107-1,892,107-100%$235.4M———
Ameriprise Financial Inc
N/A—1,508,102-1,508,102-100%$187.7M———
PNC Financial Services Group, Inc.
N/A—1,242,056-1,242,056-100%$154.5M———
Wells Fargo & Company
N/A—1,229,313-1,229,313-100%$153.0M———
Janney Montgomery Scott LLC
N/A—1,204,921-1,204,921-100%$149.9M———
NewEdge Advisors, LLC
N/A—1,081,097-1,081,097-100%$134.5M———
UBS Group AG
N/A—1,078,606-1,078,606-100%$134.2M———
Sanctuary Advisors, LLC
N/A—1,017,830-1,017,830-100%$126.6M———
FMR LLC
N/A—1,015,901-1,015,901-100%$126.4M———
Charles Schwab Investment Management Inc
N/A—1,001,838-1,001,838-100%$124.6M———
Northwestern Mutual Wealth Management Co
N/A—847,247-847,247-100%$105.4M———
Raymond James Financial Inc
N/A—645,420-645,420-100%$80.3M———
Foundations Investment Advisors, LLC
N/A—624,359-624,359-100%$77.7M———
Osaic Holdings, Inc.
N/A—598,592-598,592-100%$74.6M———
Beacon Pointe Advisors, LLC
N/A—592,307-592,307-100%$73.7M———
Quent Capital, LLC
N/A—591,861-591,861-100%$73.6M———
Focus Partners Wealth
N/A—584,217-584,217-100%$72.7M———
AE Wealth Management LLC
N/A—579,510-579,510-100%$72.1M———
Stifel Financial Corp
N/A—576,901-576,901-100%$71.8M———
Merit Financial Group, LLC
N/A—551,289-551,289-100%$68.6M———
FAS Wealth Partners, Inc.
N/A—530,741-530,741-100%$66.0M———
United Capital Financial Advisors, LLC
N/A—530,721-530,721-100%$65.9M———
Pacific Life Fund Advisors LLC
N/A—529,971-529,971-100%$65.9M———
M&T Bank Corp
N/A—518,930-518,930-100%$64.6M———
Cary Street Partners Financial LLC
N/A—516,696-516,696-100%$64.3M———
Savvy Advisors, Inc.
N/A—507,288-507,288-100%$63.1M———
OneDigital Investment Advisors LLC
N/A—486,226-486,226-100%$60.5M———
BlackRock, Inc.
N/A—481,433-481,433-100%$59.9M———
Baker Avenue Asset Management, LP
N/A—461,078-461,078-100%$57.4M———
Natixis Advisors, LLC
N/A—460,931-460,931-100%$57.3M———
Royal Bank of Canada
N/A—438,695-438,695-100%$54.6M———
Moneta Group Investment Advisors LLC
N/A—432,150-432,150-100%$53.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—429,048-429,048-100%$53.4M———
Captrust Financial Advisors
N/A—407,560-407,560-100%$50.7M———
Caisse de Depot ET Placement DU Quebec
N/A—389,670-389,670-100%$48.5M———
Cerity Partners LLC
N/A—386,872-386,872-100%$48.1M———
Octavia Wealth Advisors, LLC
N/A—342,462-342,462-100%$42.6M———
Mariner, LLC
N/A—338,079-338,079-100%$42.1M———
Pathstone Holdings, LLC
N/A—315,793-315,793-100%$39.3M———
Icon Wealth Advisors, LLC
N/A—301,262-301,262-100%$37.5M———
Integrated Wealth Concepts LLC
N/A—300,668-300,668-100%$37.4M———
Meridian Wealth Partners, LLC
N/A—288,300-288,300-100%$35.9M———
Goldman Sachs Group Inc
N/A—283,198-283,198-100%$35.2M———
HighTower Advisors, LLC
N/A—279,070-279,070-100%$34.7M———
Itau Unibanco Holding S.A.
N/A—273,478-273,478-100%$34.0M———
UMB Bank, n.a.
N/A—271,262-271,262-100%$33.8M———
Cresset Asset Management, LLC
N/A—229,783-229,783-100%$28.6M———
Bank of Montreal
N/A—205,856-205,856-100%$25.6M———
Orion Porfolio Solutions, LLC
N/A—190,756-190,756-100%$23.7M———
IHT Wealth Management, LLC
N/A—181,968-181,968-100%$22.6M———
Baird Financial Group, Inc.
N/A—176,017-176,017-100%$21.9M———
Staley Capital Advisers Inc
N/A—175,283-175,283-100%$21.8M———
Johnson Investment Counsel Inc
N/A—170,348-170,348-100%$21.2M———
Federation des caisses Desjardins du Quebec
N/A—169,006-169,006-100%$21.0M———
EP Wealth Advisors, LLC
N/A—157,567-157,567-100%$19.6M———
First National Bank of Omaha
N/A—156,117-156,117-100%$19.2M———
Mercer Global Advisors Inc
N/A—154,012-154,012-100%$19.2M———
Commerce Bank
N/A—141,784-141,784-100%$17.6M———
Waverly Advisors, LLC
N/A—133,691-133,691-100%$16.6M———
RWA Wealth Partners, LLC
N/A—125,564-125,564-100%$15.6M———
Pinnacle Financial Partners, Inc.
N/A—125,134-125,134-100%$15.6M———
Bedel Financial Consulting, Inc.
N/A—124,600-124,600-100%$15.5M———
PAX Financial Group, LLC
N/A—117,818-117,818-100%$14.7M———
&partners
N/A—115,088-115,088-100%$14.6M———
Prudential Financial Inc
N/A—111,678-111,678-100%$13.9M———
Keystone Financial Services
N/A—108,877-108,877-100%$13.5M———
Equitable Holdings, Inc.
N/A—108,453-108,453-100%$13.5M———
Meeder Advisory Services, Inc.
N/A—106,726-106,726-100%$13.3M———
Dynasty Wealth Management, LLC
N/A—106,161-106,161-100%$13.2M———
Prosperity Consulting Group, LLC
N/A—105,307-105,307-100%$13.1M———
Regimen Wealth, LLC
N/A—104,650-104,650-100%$13.0M———
Wealth Alliance, LLC
N/A—103,742-103,742-100%$12.9M———
Steward Partners Investment Advisory, LLC
N/A—102,391-102,391-100%$12.7M———
Checchi Capital Advisers, LLC
N/A—98,550-98,550-100%$12.3M———
NorthRock Partners, LLC
N/A—97,203-97,203-100%$12.1M———
MA Private Wealth
N/A—96,267-96,267-100%$12.0M———
Modern Wealth Management, LLC
N/A—94,950-94,950-100%$11.8M———
Fortis Capital Advisors, LLC
N/A—91,965-91,965-100%$11.4M———
Belpointe Asset Management LLC
N/A—91,965-91,965-100%$11.4M———
Regal Investment Advisors LLC
N/A—89,583-89,583-100%$11.1M———
Legacy Financial Group LLC
N/A—87,986-87,986-100%$10.9M———
Franklin Resources Inc
N/A—84,951-84,951-100%$10.6M———
Global Retirement Partners, LLC
N/A—82,688-82,688-100%$10.3M———
World Investment Advisors
N/A—81,813-81,813-100%$9.8M———
Silvercrest Asset Management Group LLC
N/A—80,735-80,735-100%$10.0M———
Blair William & Co
N/A—79,949-79,949-100%$9.9M———
Rothschild Wealth LLC
N/A—78,834-78,834-100%$9.8M———
Keebeck Wealth Management
N/A—78,081-78,081-100%$9.7M———
Invst, LLC
N/A—69,181-69,181-100%$8.6M———
EQ LLC
N/A—69,029-69,029-100%$8.6M———
Advisory Services Network, LLC
N/A—68,238-68,238-100%$8.5M———
Capital Analysts, LLC
N/A—65,297-65,297-100%$8.1M———
Susquehanna International Group, LLP
N/A—64,488-64,488-100%$8.0M———
Stratos Wealth Partners, Ltd.
N/A—64,336-64,336-100%$8.0M———
Kilter Group LLC
N/A—64,295-64,295-100%$8.0M———
Northern Trust Corp
N/A—63,758-63,758-100%$7.9M———
WealthShield Partners, LLC
N/A—61,094-61,094-100%$7.6M———
Arete Wealth Advisors, LLC
N/A—60,581-60,581-100%$7.5M———
Rockefeller Capital Management L.P.
N/A—59,456-59,456-100%$7.4M———
Jasper Ridge Partners, L.P.
N/A—59,403-59,403-100%$7.4M———
Liberty Wealth Management LLC
N/A—57,920-57,920-100%$6.5M———
Glenmede Trust Co NA
N/A—56,385-56,385-100%$7.0M———
Arkadios Wealth Advisors
N/A—56,090-56,090-100%$7.0M———
Arax Advisory Partners
N/A—55,576-55,576-100%$6.9M———
Personal CFO Solutions, LLC
N/A—55,301-55,301-100%$6.9M———
Addison Capital Co
N/A—54,937-54,937-100%$6.8M———
Callan Family Office, LLC
N/A—54,617-54,617-100%$6.8M———
Wealthquest Corp
N/A—54,520-54,520-100%$6.8M———
Cary Street Partners Investment Advisory LLC
N/A—53,447-53,447-100%$6.6M———
Twin Peaks Wealth Advisors, LLC
N/A—53,159-53,159-100%$6.6M———
NewEdge Wealth, LLC
N/A—53,151-53,151-100%$6.6M———
Gateway Wealth Partners, LLC
N/A—49,853-49,853-100%$6.2M———
Snowden Capital Advisors LLC
N/A—49,531-49,531-100%$6.2M———
Advyzon Investment Management, LLC
N/A—49,174-49,174-100%$6.1M———
WCG Wealth Advisors LLC
N/A—48,789-48,789-100%$6.1M———
Valmark Advisers, Inc.
N/A—46,612-46,612-100%$5.8M———
Fiduciary Financial Advisors
N/A—46,432-46,432-100%$5.8M———
Beacon Bridge Wealth Partners, LLC
N/A—45,808-45,808-100%$5.7M———
Resolute Wealth Advisor, Inc.
N/A—44,368-44,368-100%$4.9M———
Lansing Street Advisors
N/A—44,305-44,305-100%$5.5M———
Quantinno Capital Management LP
N/A—43,565-43,565-100%$5.4M———
Jabodon PT Co
N/A—43,405-43,405-100%$5.4M———
Meramec Financial Planners, LLC
N/A—42,415-42,415-100%$5.1M———
Principal Securities, Inc.
N/A—42,367-42,367-100%$5.3M———
Dorsey & Whitney Trust Co LLC
N/A—42,199-42,199-100%$5.3M———
Founders Financial Alliance, LLC
N/A—42,169-42,169-100%$5.2M———
Condor Capital Management
N/A—42,102-42,102-100%$5.2M———
MAI Capital Management
N/A—41,896-41,896-100%$5.2M———
SOA Wealth Advisors, Llc.
N/A—41,493-41,493-100%$5.2M———
Consilio Wealth Advisors, LLC
N/A—41,480-41,480-100%$5.2M———
Aptus Capital Advisors, LLC
N/A—41,278-41,278-100%$5.1M———
BOK Financial Private Wealth, Inc.
N/A—41,080-41,080-100%$5.1M———
One Wealth Advisors, LLC
N/A—39,308-39,308-100%$4.9M———
Kickstand Ventures, Llc.
N/A—39,224-39,224-100%$4.9M———
Stock Yards Bank & Trust Co
N/A—38,184-38,184-100%$4.8M———
Fiduciary Trust Co
N/A—37,300-37,300-100%$4.6M———
Yukon Wealth Management, Inc.
N/A—36,705-36,705-100%$4.6M———
Geneos Wealth Management Inc.
N/A—35,955-35,955-100%$4.5M———
First Foundation Advisors
N/A—34,517-34,517-100%$4.3M———
Shared Vision Wealth Group LLC
N/A—34,468-34,468-100%$4.3M———
Vestmark Advisory Solutions, Inc.
N/A—34,405-34,405-100%$4.3M———
Savant Capital, LLC
N/A—33,973-33,973-100%$4.2M———
Wealthspire Retirement, LLC
N/A—33,309-33,309-100%$4.1M———
Smartleaf Asset Management LLC
N/A—32,098-32,098-100%$4.0M———
Quotient Wealth Partners, LLC
N/A—30,393-30,393-100%$3.8M———
Empire Life Investments Inc.
N/A—29,833-29,833-100%$3.7M———
Johnson Financial Group, Inc.
N/A—29,333-29,333-100%$3.6M———
First American Trust, FSB
N/A—29,207-29,207-100%$3.6M———
CreativeOne Wealth, LLC
N/A—29,185-29,185-100%$3.6M———
Huntington National Bank
N/A—28,860-28,860-100%$3.6M———
Private Advisor Group, LLC
N/A—28,849-28,849-100%$3.6M———
Disciplined Investments, LLC
N/A—28,603-28,603-100%$3.6M———
Timmons Wealth Management, LLC
N/A—28,180-28,180-100%$3.5M———
Westfuller Advisors, LLC
N/A—28,159-28,159-100%$3.5M———
Wealthspire Advisors, LLC
N/A—26,909-26,909-100%$3.3M———
Navellier & Associates Inc
N/A—26,633-26,633-100%$3.3M———
Van Hulzen Asset Management, LLC
N/A—26,408-26,408-100%$3.3M———
BlackDiamond Wealth Management, LLC
N/A—25,493-25,493-100%$3.2M———
HSBC Holdings PLC
N/A—25,091-25,091-100%$3.1M———
AQR Capital Management LLC
N/A—24,917-24,917-100%$3.1M———
Auxano Advisors, LLC
N/A—24,547-24,547-100%$3.1M———
Financial Engines Advisors L.L.C.
N/A—23,877-23,877-100%$3.0M———
Bluespring Wealth Management, LLC
N/A—23,715-23,715-100%$3.0M———
Mendel Capital Management LLC
N/A—23,618-23,618-100%$2.9M———
Composition Wealth, LLC
N/A—23,366-23,366-100%$2.9M———
Cornerstone Financial Management LLC
N/A—23,001-23,001-100%$2.9M———
Summit Financial, LLC
N/A—22,609-22,609-100%$2.8M———
Mutual Advisors, LLC
N/A—22,497-22,497-100%$2.8M———
Cahill Financial Advisors Inc
N/A—22,010-22,010-100%$2.7M———
Davis Wealth Advisors, LLC
N/A—21,933-21,933-100%$2.7M———
LifePlan Investment Advisors, Inc.
N/A—20,936-20,936-100%$2.6M———
Blalock Williams, LLC
N/A—20,644-20,644-100%$2.6M———
Stonebrook Private Inc.
N/A—19,466-19,466-100%$2.4M———
Focus Partners Advisor Solutions, LLC
N/A—19,406-19,406-100%$2.4M———
Great Valley Advisor Group, Inc.
N/A—19,377-19,377-100%$2.4M———
Vance Wealth, LLC
N/A—19,362-19,362-100%$2.4M———
Tiaa Trust, National Association
N/A—19,344-19,344-100%$2.4M———
One Capital Management, LLC
N/A—19,109-19,109-100%$2.1M———
Kingsview Wealth Management, LLC
N/A—18,816-18,816-100%$2.3M———
Faithward Advisors, LLC
N/A—18,260-18,260-100%$2.3M———
Keel Point, LLC
N/A—18,078-18,078-100%$2.2M———
Clark Capital Management Group, Inc.
N/A—17,447-17,447-100%$2.2M———
Private Wealth Asset Management, LLC
N/A—17,002-17,002-100%$2.1M———
IEQ Capital, LLC
N/A—16,784-16,784-100%$2.1M———
Ancora Advisors LLCA
N/A—16,757-16,757-100%$2.1M———
Sequoia Financial Advisors, LLC
N/A—16,698-16,698-100%$2.1M———
Wescott Financial Advisory Group, LLC
N/A—16,581-16,581-100%$2.1M———
Landing Point Financial Group, LLC
N/A—16,548-16,548-100%$2.1M———
Axis Wealth Partners, LLC
N/A—15,875-15,875-100%$2.0M———
Brown Advisory Inc
N/A—15,736-15,736-100%$2.0M———
Paladin Advisory Group, LLC
N/A—15,402-15,402-100%$1.9M———
Ironwood Investment Counsel, LLC
N/A—15,338-15,338-100%$1.9M———
Brookwood Investment Group LLC
N/A—15,207-15,207-100%$1.9M———
Trustmark Bank Trust Department
N/A—15,059-15,059-100%$1.9M———
Stratos Wealth Advisors, LLC
N/A—15,012-15,012-100%$1.9M———
SGL Investment Advisors, Inc.
N/A—14,642-14,642-100%$1.8M———
EFG International AG
N/A—14,197-14,197-100%$1.8M———
Daviman Financial, LLC
N/A—13,961-13,961-100%$1.7M———
Paces Ferry Wealth Advisors, LLC
N/A—13,681-13,681-100%$1.7M———
Rehmann Capital Advisory Group
N/A—13,492-13,492-100%$1.7M———
IFG Advisory, LLC
N/A—13,390-13,390-100%$1.7M———
KM Capital Management Ltd.
N/A—13,385-13,385-100%$1.7M———
Synergy Investment Management, LLC
N/A—13,189-13,189-100%$1.6M———
Capital Investment Management, Inc.
N/A—12,852-12,852-100%$1.6M———
Nuveen, LLC
N/A—12,658-12,658-100%$1.6M———
Hardy Reed LLC
N/A—12,520-12,520-100%$1.6M———
5T Wealth, LLC
N/A—12,317-12,317-100%$1.5M———
Duncan Williams Asset Management, LLC
N/A—11,862-11,862-100%$1.5M———
Ritter Daniher Financial Advisory LLC / de
N/A—11,562-11,562-100%$1.4M———
Cardiff Park Advisors, LLC
N/A—11,267-11,267-100%$1.4M———
BTC Capital Management, Inc.
N/A—11,025-11,025-100%$1.4M———
Vantus Wealth LLC
N/A—10,760-10,760-100%$1.3M———
Kovack Advisors, Inc.
N/A—10,615-10,615-100%$1.3M———
Price T Rowe Associates Inc
N/A—10,449-10,449-100%$1.3M———
O'shaughnessy Asset Management, LLC
N/A—10,208-10,208-100%$1.3M———
Mayflower Financial Advisors, LLC
N/A—10,185-10,185-100%$1.3M———
Sovereign Financial Group, Inc.
N/A—10,151-10,151-100%$1.3M———
Transamerica Financial Advisors, LLC
N/A—10,132-10,132-100%$1.3M———
Wealthfront Advisers LLC
N/A—9,529-9,529-100%$1.2M———
Calydon Capital
N/A—9,234-9,234-100%$1.1M———
Gotham Asset Management, LLC
N/A—9,156-9,156-100%$1.1M———
Benjamin Edwards Inc
N/A—8,991-8,991-100%$1.1M———
Peapack Gladstone Financial Corp
N/A—8,771-8,771-100%$1.1M———
Lifeworks Advisors, LLC
N/A—8,728-8,728-100%$1.1M———
Alta Wealth Advisors LLC
N/A—8,694-8,694-100%$1.1M———
Western Wealth Management, LLC
N/A—8,610-8,610-100%$1.1M———
BFC Planning, Inc.
N/A—8,530-8,530-100%$1.1M———
CIBC World Market Inc.
N/A—8,441-8,441-100%$1.1M———
Barnes Wealth Management Group, Inc
N/A—8,333-8,333-100%$1.0M———
Morris Financial Concepts, Inc.
N/A—8,317-8,317-100%$1.0M———
Causey Wealth LLC
N/A—8,055-8,055-100%$1.0M———
Pointe Capital Management LLC
N/A—8,026-8,026-100%$998.6K———
Advocacy Wealth Management, LLC
N/A—7,909-7,909-100%$984.0K———
Transcend Capital Advisors, LLC
N/A—7,906-7,906-100%$983.6K———
Berger Financial Group, Inc
N/A—7,783-7,783-100%$968.4K———
Madden Advisory Services, Inc.
N/A—7,747-7,747-100%$963.9K———
Koss-Olinger Consulting, LLC
N/A—7,123-7,123-100%$886.3K———
Copia Wealth Management
N/A—7,051-7,051-100%$877.3K———
Nicolet Bankshares Inc
N/A—6,940-6,940-100%$863.5K———
Godfrey Financial Associates, Inc.
N/A—6,912-6,912-100%$860.0K———
Ameritas Advisory Services, LLC
N/A—6,860-6,860-100%$853.6K———
Independent Advisor Alliance
N/A—6,800-6,800-100%$846.1K———
Kintra Wealth, LLC
N/A—6,757-6,757-100%$859.1K———
Argent Trust Co
N/A—6,687-6,687-100%$832.0K———
Cambient Family Office, LLC
N/A—6,674-6,674-100%$830.4K———
Bradley Foster & Sargent Inc
N/A—6,569-6,569-100%$817.3K———
Keystone Financial Group
N/A—6,565-6,565-100%$816.8K———
FLP Wealth Management, LLC
N/A—6,539-6,539-100%$813.6K———
Diversified Trust Co
N/A—6,254-6,254-100%$778.2K———
Bridges Investment Management Inc
N/A—6,251-6,251-100%$777.7K———
EWA, LLC
N/A—5,994-5,994-100%$745.8K———
Oxford Financial Group, Ltd. LLC
N/A—5,932-5,932-100%$738.1K———
Evercore Wealth Management, LLC
N/A—5,864-5,864-100%$729.6K———
Caprock Group, LLC
N/A—5,777-5,777-100%$718.8K———
QRG Capital Management, Inc.
N/A—5,690-5,690-100%$708.0K———
Vision Retirement, LLC
N/A—5,671-5,671-100%$705.6K———
Bogart Wealth, LLC
N/A—5,656-5,656-100%$703.8K———
Institute for Wealth Management, Llc.
N/A—5,623-5,623-100%$699.7K———
Haverford Trust Co
N/A—5,593-5,593-100%$695.9K———
Legacy Edge Advisors, LLC
N/A—5,470-5,470-100%$680.5K———
Betterment LLC
N/A—5,460-5,460-100%$679.0K———
Stephens Inc
N/A—5,335-5,335-100%$663.8K———
Alerus Financial NA
N/A—5,326-5,326-100%$662.7K———
Kelman-Lazarov, Inc.
N/A—5,295-5,295-100%$658.8K———
Choate Investment Advisors
N/A—5,148-5,148-100%$640.5K———
MainStreet Investment Advisors LLC
N/A—5,015-5,015-100%$624.0K———
Inspire Advisors, LLC
N/A—5,014-5,014-100%$623.6K———
PFG Investments, LLC
N/A—4,873-4,873-100%$606.3K———
Jordan Park Group LLC
N/A—4,738-4,738-100%$589.5K———
GWN Securities Inc.
N/A—4,729-4,729-100%$588.3K———
Hyundai Investments Co., Ltd.
N/A—4,624-4,624-100%$569.7K———
Athena Investment Management
N/A—4,619-4,619-100%$574.7K———
Daybright Advisory Services, Inc.
N/A—4,505-4,505-100%$547.1K———
Chatterton & Associates Inc.
N/A—4,493-4,493-100%$550.3K———
Maridea Wealth Management LLC
N/A—4,446-4,446-100%$553.2K———
49 Wealth Management, LLC
N/A—4,333-4,333-100%$539.1K———
Alongside, LLC
N/A—4,333-4,333-100%$539.1K———
Harbour Investments, Inc.
N/A—4,325-4,325-100%$538.1K———
Guardian Wealth Advisors, LLC / NC
N/A—4,318-4,318-100%$537.2K———
National Philanthropic Trust
N/A—4,282-4,282-100%$532.8K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,251-4,251-100%$528.8K———
Continuum Advisory, LLC
N/A—4,215-4,215-100%$524.4K———
Maripau Wealth Management LLC
N/A—4,197-4,197-100%$522.0K———
JT Stratford LLC
N/A—4,136-4,136-100%$514.6K———
Redwood Investment Management, LLC
N/A—4,044-4,044-100%$503.0K———
Advisory Alpha, LLC
N/A—3,952-3,952-100%$491.7K———
First Commonwealth Financial Corp
N/A—3,846-3,846-100%$478.5K———
Gallagher Fiduciary Advisors, LLC
N/A—3,798-3,798-100%$472.6K———
Fidelis Capital Partners, LLC
N/A—3,737-3,737-100%$465.0K———
Alliancebernstein L.P.
N/A—3,623-3,623-100%$403.5K———
VestGen Investment Management
N/A—3,568-3,568-100%$443.9K———
Arvest Bank Trust Division
N/A—3,557-3,557-100%$442.6K———
Theory Financial LLC
N/A—3,541-3,541-100%$440.6K———
FSA Advisors, Inc.
N/A—3,517-3,517-100%$437.6K———
Centaurus Financial, Inc.
N/A—3,461-3,461-100%$431.0K———
Jaffetilchin Investment Partners, LLC
N/A—3,449-3,449-100%$429.1K———
Moors & Cabot, Inc.
N/A—3,385-3,385-100%$421.2K———
Aspire Capital Advisors LLC
N/A—3,355-3,355-100%$417.4K———
Allworth Financial LP
N/A—3,348-3,348-100%$416.5K———
Bragg Financial Advisors, Inc
N/A—3,331-3,331-100%$414.4K———
Quantum Portfolio Management LLC
N/A—3,262-3,262-100%$405.9K———
Urban Financial Advisory Corp
N/A—3,170-3,170-100%$394.4K———
Seeds Investor LLC
N/A—3,165-3,165-100%$393.8K———
Brand Asset Management Group, Inc.
N/A—3,103-3,103-100%$386.1K———
Perennial Investment Advisors, LLC
N/A—3,073-3,073-100%$382.3K———
Coldstream Capital Management Inc
N/A—3,056-3,056-100%$380.3K———
Charter Research & Investment Group, Inc.
N/A—2,998-2,998-100%$373.0K———
GeoWealth Management, LLC
N/A—2,956-2,956-100%$367.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,895-2,895-100%$360.1K———
Sequent Planning LLC
N/A—2,891-2,891-100%$359.7K———
TD Capital Management LLC
N/A—2,880-2,880-100%$358.3K———
Main Street Financial Solutions, LLC
N/A—2,869-2,869-100%$357.0K———
CIBC Bancorp USA Inc.
N/A—2,849-2,849-100%$354.5K———
Strathmore Capital Advisors, Inc.
N/A—2,830-2,830-100%$342.5K———
Talisman Wealth Advisors LLC
N/A—2,808-2,808-100%$349.4K———
Bessemer Group Inc
N/A—2,807-2,807-100%$349.0K———
XTX Topco Ltd
N/A—2,795-2,795-100%$347.8K———
Matrix Private Capital Group LLC
N/A—2,762-2,762-100%$343.6K———
Vident Advisory, LLC
N/A—2,759-2,759-100%$343.3K———
Rollins Financial Advisors, LLC
N/A—2,736-2,736-100%$340.4K———
FLC Capital Advisors
N/A—2,671-2,671-100%$332.3K———
Scotia Capital Inc.
N/A—2,670-2,670-100%$332.2K———
Madison Wealth Partners, Inc
N/A—2,661-2,661-100%$331.1K———
Tocqueville Asset Management L.P.
N/A—2,610-2,610-100%$324.7K———
Index Technologies Group LLC
N/A—2,606-2,606-100%$324.2K———
Fisher Asset Management, LLC
N/A—2,606-2,606-100%$324.3K———
Clearstead Advisors, LLC
N/A—2,600-2,600-100%$323.5K———
Hemenway Trust Co LLC
N/A—2,600-2,600-100%$323.5K———
Curtis Wealth Management LLC
N/A—2,591-2,591-100%$322.4K———
Twin Focus Capital Partners, LLC
N/A—2,572-2,572-100%$320.0K———
Novus Advisors, LLC
N/A—2,513-2,513-100%$312.6K———
Synergy Financial Group, LTD
N/A—2,473-2,473-100%$307.7K———
Bonfire Financial
N/A—2,468-2,468-100%$307.1K———
Money Concepts Capital Corp
N/A—2,457-2,457-100%$305.8K———
Resurgent Financial Advisors LLC
N/A—2,422-2,422-100%$301.3K———
Wealthgarden F.S. LLC
N/A—2,394-2,394-100%$297.8K———
Cedarwood Wealth LLC
N/A—2,325-2,325-100%$289.3K———
Proactive Wealth Strategies LLC
N/A—2,319-2,319-100%$288.7K———
JMG Financial Group, Ltd.
N/A—2,256-2,256-100%$280.7K———
Bernicke Wealth Management, Ltd.
N/A—2,227-2,227-100%$277.1K———
Mainstay Capital Management LLC
N/A—2,100-2,100-100%$261.3K———
Freestone Capital Holdings, LLC
N/A—2,096-2,096-100%$260.8K———
Kiley Juergens Wealth Management, LLC
N/A—2,067-2,067-100%$257.2K———
Nwam LLC
N/A—1,993-1,993-100%$247.9K———
Accretive Wealth Partners, LLC
N/A—1,992-1,992-100%$247.8K———
Drive Wealth Management, LLC
N/A—1,919-1,919-100%$238.8K———
SCS Capital Management LLC
N/A—1,914-1,914-100%$238.1K———
HBK Sorce Advisory LLC
N/A—1,900-1,900-100%$237.0K———
Renaissance Technologies LLC
N/A—1,900-1,900-100%$236.4K———
UBS Asset Management Americas LLC
N/A—1,883-1,883-100%$234.3K———
Shufro Rose & Co LLC
N/A—1,880-1,880-100%$233.9K———
Tailwinds Wealth, LLC
N/A—1,857-1,857-100%$231.0K———
Destination Wealth Management
N/A—1,847-1,847-100%$229.8K———
Stokes Family Office, LLC
N/A—1,815-1,815-100%$225.8K———
Channel Wealth LLC
N/A—1,793-1,793-100%$223.1K———
Hudson Portfolio Management LLC
N/A—1,750-1,750-100%$217.7K———
BSW Wealth Partners
N/A—1,694-1,694-100%$210.7K———
Delta Investment Management, LLC
N/A—1,655-1,655-100%$205.9K———
Osbon Capital Management LLC
N/A—1,655-1,655-100%$206.0K———
Storen Legacy Partners, LLC
N/A—1,639-1,639-100%$204.0K———
Ausdal Financial Partners, Inc.
N/A—1,620-1,620-100%$201.5K———
OneAscent Financial Services LLC
N/A—1,609-1,609-100%$200.2K———
Capital Advisor Network LLC
N/A—1,564-1,564-100%$194.6K———
New Republic Capital, LLC
N/A—1,494-1,494-100%$185.8K———
Kerr Financial Planning Corp
N/A—1,482-1,482-100%$184.3K———
Strategic Investment Solutions, Inc.
N/A—1,298-1,298-100%$161.5K———
Webster Bank, N. A.
N/A—1,295-1,295-100%$161.1K———
Vanguard National Trust Co
N/A—1,266-1,266-100%$157.5K———
Zions Bancorporation, National Association
N/A—1,212-1,212-100%$150.8K———
Russell Investments Group, Ltd.
N/A—1,088-1,088-100%$135.4K———
IMA Advisory Services, Inc.
N/A—1,074-1,074-100%$133.6K———
Vanguard Advisers Inc
N/A—1,071-1,071-100%$133.3K———
Atlantic Union Bankshares Corp
N/A—1,048-1,048-100%$130.4K———
Rice Partnership, LLC
N/A—988-988-100%$122.9K———
Whittier Trust Co
N/A—900-900-100%$112.6K———
Tidemark, LLC
N/A—728-728-100%$90.6K———
Whittier Trust Co of Nevada Inc
N/A—725-725-100%$88.8K———
National Bank of Canada
N/A—713-713-100%$88.7K———
Ballast Advisors LLC
N/A—681-681-100%$84.7K———
Atlantic Private Wealth, LLC
N/A—639-639-100%$79.5K———
Strategic Wealth Partners, Ltd.
N/A—637-637-100%$79.3K———
Mpwm Advisory Solutions, LLC
N/A—571-571-100%$71.1K———
Leo H. Evart, Inc.
N/A—543-543-100%$67.6K———
Beaird Harris Wealth Management, LLC
N/A—495-495-100%$61.5K———
HighMark Wealth Management LLC
N/A—484-484-100%$60.2K———
Coston, McIsaac & Partners
N/A—480-480-100%$59———
Highland Investment Advisors LLC
N/A—479-479-100%$59.6K———
Integrity Financial Corp
N/A—437-437-100%$54.4K———
Financial Gravity Companies, Inc.
N/A—397-397-100%$49.4K———
Frazier Financial Advisors, LLC
N/A—393-393-100%$48.9K———
Ameriflex Group, Inc.
N/A—379-379-100%$47.2K———
Colonial Trust Co / SC
N/A—372-372-100%$46.3K———
CVA Family Office, LLC
N/A—366-366-100%$45.5K———
Collier Financial
N/A—353-353-100%$43.9K———
Dunhill Financial, LLC
N/A—333-333-100%$41.5K———
Wellington Grp LLC
N/A—332-332-100%$37.0K———
Lavaca Capital LLC
N/A—303-303-100%$37.7K———
Innovative Asset Advisors Group, LLC
N/A—302-302-100%$37.6K———
Anchor Investment Management, LLC
N/A—301-301-100%$37.5K———
Crewe Advisors LLC
N/A—272-272-100%$33.8K———
Imprint Wealth LLC
N/A—248-248-100%$30.9K———
Riverview Trust Co
N/A—248-248-100%$30.9K———
Oakmont Advisory Group, LLC
N/A—247-247-100%$30.7K———
Brown Brothers Harriman & Co
N/A—246-246-100%$30.6K———
Tiaa Wealth Investment Management LLC
N/A—243-243-100%$29.9K———
ST Germain D J Co Inc
N/A—234-234-100%$29.1K———
Rogco, LP
N/A—188-188-100%$23.4K———
Hamrick Investment Counsel, llc
N/A—185-185-100%$23.0K———
Nova Wealth Management, Inc.
N/A—183-183-100%$22.8K———
Walsh & Associates, LLC
N/A—175-175-100%$21.8K———
Park Place Capital Corp
N/A—173-173-100%$21.5K———
WealthCollab, LLC
N/A—173-173-100%$21.5K———
Howe & Rusling Inc
N/A—173-173-100%$21.5K———
Timbuktu Capital Management, LLC
N/A—169-169-100%$21.0K———
Chesapeake Asset Management LLC
N/A—162-162-100%$20.2K———
Bravera Wealth
N/A—147-147-100%$18.3K———
Measured Wealth Private Client Group, LLC
N/A—137-137-100%$17.0K———
SHP Wealth Management
N/A—135-135-100%$16.8K———
Addison Advisors LLC
N/A—125-125-100%$15.6K———
Bernard Wealth Management Corp.
N/A—120-120-100%$14.9K———
Glassman Wealth Services
N/A—109-109-100%$13.6K———
Nalls Sherbakoff Group, LLC
N/A—100-100-100%$12.4K———
Smithfield Trust Co
N/A—100-100-100%$12———
Hantz Financial Services, Inc.
N/A—95-95-100%$12———
Bartlett & Co. Wealth Management LLC
N/A—87-87-100%$10.8K———
Operose Advisors LLC
N/A—83-83-100%$10.3K———
Fourth Dimension Wealth, LLC
N/A—79-79-100%$9.8K———
Millstone Evans Group, LLC
N/A—72-72-100%$9.0K———
Horizon Investments, LLC
N/A—52-52-100%$6.5K———
HHM Wealth Advisors, LLC
N/A—47-47-100%$5.8K———
Medallion Wealth Advisors, LLC
N/A—42-42-100%$5.2K———
Ankerstar Wealth, LLC
N/A—41-41-100%$5.1K———
LRI Investments, LLC
N/A—39-39-100%$4.9K———
Topsail Wealth Management, LLC
N/A—36-36-100%$4.5K———
Caldwell Sutter Capital, Inc.
N/A—35-35-100%$4.4K———
Sachetta, LLC
N/A—34-34-100%$4.2K———
Sittner & Nelson, LLC
N/A—30-30-100%$3.7K———
Keating Financial Advisory Services, Inc.
N/A—28-28-100%$3.5K———
Strive Financial Group,LLC
N/A—27-27-100%$3.4K———
Rothschild Investment LLC
N/A—25-25-100%$3.1K———
Rialto Wealth Management, LLC
N/A—21-21-100%$2.6K———
Mcguire Capital Advisors Inc
N/A—8-8-100%$995———
Tower Research Capital LLC (TRC)
N/A—7-7-100%$871———
Showing 1107 of 1107 institutions