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Ishares Core High Dividend E (HDV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares18,820,855 from 16,884,985
Change+1,935,870 (+11%)
Value$526.2M (+$63.4M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares3,487,161 from 2,883,622
Change+603,539 (+21%)
Value$97.5M (+$18.5M)
Filed 2026-10-30
Securian Asset Management, Inc
DECREASED
Shares3,455,010 from 3,569,010
Change-114,000 (-3%)
Value$96.6M (-$4.2M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares2,935,214 from 170,098
Change+2,765,116 (+1626%)
Value$82.1M (+$77.4M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares2,772,130 from 3,178,190
Change-406,060 (-13%)
Value$77.5M (-$9.6M)
Filed 2026-11-02
Townsend & Associates, Inc
INCREASED
Shares1,313,464 from 1,311,868
Change+1,596 (+0%)
Value$39.5M (+$2.5M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,244,404 from 1,151,334
Change+93,070 (+8%)
Value$35.9M (+$4.0M)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares1,203,042 from 1,180,822
Change+22,220 (+2%)
Value$33.6M (+$1.3M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares1,144,401 from 1,101,619
Change+42,782 (+4%)
Value$32.0M (+$1.8M)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares1,128,077 from 1,219,092
Change-91,015 (-7%)
Value$31.5M (-$1.9M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares979,648 from 992,912
Change-13,264 (-1%)
Value$27.4K (-$27.2M)
Filed 2026-11-02
Vaughan & Co Securities, Inc.
INCREASED
Shares919,563 from 910,132
Change+9,431 (+1%)
Value$25.7M (+$764.3K)
Filed 2026-10-23
Atwater Malick LLC
INCREASED
Shares869,137 from 860,904
Change+8,233 (+1%)
Value$24.3M (+$703.7K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares852,520 from 845,826
Change+6,694 (+1%)
Value$23.8M (+$652.4K)
Filed 2026-11-04
Sweeney & Michel, LLC
INCREASED
Shares850,743 from 836,134
Change+14,609 (+2%)
Value$23.8M (-$277.2K)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares836,721 from 819,098
Change+17,623 (+2%)
Value$23.4M (+$943.2K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares822,977 from 826,398
Change-3,421 (0%)
Value$23.0M (+$358.8K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares795,921 from 765,835
Change+30,086 (+4%)
Value$22.3M (+$1.3M)
Filed 2026-11-02
Lantz Financial LLC
INCREASED
Shares587,922 from 585,336
Change+2,586 (+0%)
Value$16.4M (+$394.2K)
Filed 2026-10-15
Adirondack Capital Advisors, LLC
DECREASED
Shares569,916 from 570,043
Change-127 (0%)
Value$15.9M (+$310.0K)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares534,277 from 475,848
Change+58,429 (+12%)
Value$14.9M (+$1.9M)
Filed 2026-10-15
Courier Capital LLC
INCREASED
Shares507,268 from 477,335
Change+29,933 (+6%)
Value$14.2M (+$1.1M)
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares502,866 from 106,815
Change+396,051 (+371%)
Value$14.1M (+$11.1M)
Filed 2026-11-06
SteelPeak Wealth, LLC
NEW
Shares489,165
Change+489,165
Value$13.7M
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
DECREASED
Shares471,604 from 479,931
Change-8,327 (-2%)
Value$13.2M (+$31.1K)
Filed 2026-10-16
NTV Asset Management LLC
INCREASED
Shares462,513 from 458,277
Change+4,236 (+1%)
Value$12.9M (+$370.5K)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares446,731 from 410,680
Change+36,051 (+9%)
Value$12.5M (+$1.2M)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
INCREASED
Shares377,816 from 374,778
Change+3,038 (+1%)
Value$10.6M (+$291.1K)
Filed 2026-10-22
Base Wealth Management LLC
DECREASED
Shares368,692 from 380,207
Change-11,515 (-3%)
Value$10.3M (-$112.8K)
Filed 2026-10-21
Financial Perspectives, Inc
DECREASED
Shares366,696 from 374,187
Change-7,491 (-2%)
Value$10.3M (-$3.7K)
Filed 2026-11-03
Maltin Wealth Management, Inc.
INCREASED
Shares366,379 from 349,061
Change+17,318 (+5%)
Value$10.2M (+$676.2K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares359,838 from 293,870
Change+65,968 (+22%)
Value$10.1M (+$2.0M)
Filed 2026-10-08
Regions Financial Corp
INCREASED
Shares357,835 from 336,191
Change+21,644 (+6%)
Value$10.0M (+$790.1K)
Filed 2026-11-05
Foundry Financial Group, Inc.
INCREASED
Shares357,034 from 254,210
Change+102,824 (+40%)
Value$10.0M (+$3.0M)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares298,205 from 285,061
Change+13,144 (+5%)
Value$8.3M (+$524.3K)
Filed 2026-10-14
Cowa, LLC
INCREASED
Shares294,097 from 287,720
Change+6,377 (+2%)
Value$8.2M (+$336.6K)
Filed 2026-10-30
Gray Private Wealth, LLC
INCREASED
Shares285,219 from 278,649
Change+6,570 (+2%)
Value$8.0M (+$337.0K)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares280,978 from 279,010
Change+1,968 (+1%)
Value$7.9M (+$208.5K)
Filed 2026-10-23
Old National Bancorp
DECREASED
Shares273,264 from 273,540
Change-276 (0%)
Value$7.6M (+$142.7K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares266,612 from 269,724
Change-3,112 (-1%)
Value$7.5M (+$61.3K)
Filed 2026-11-06
Chatham Capital Group, Inc.
INCREASED
Shares265,745 from 237,590
Change+28,155 (+12%)
Value$7.4M (+$917.9K)
Filed 2026-10-16
Advisor OS, LLC
DECREASED
Shares253,012 from 259,472
Change-6,460 (-2%)
Value$7.1M (-$37.9K)
Filed 2026-11-03
Members Capital Advisors Inc
UNCHANGED
Shares248,675 from 248,675
Change0 (0%)
Value$7.0M (+$136.8K)
Filed 2026-10-26
Citizens Financial Group Inc
DECREASED
Shares245,528 from 260,006
Change-14,478 (-6%)
Value$6.9M (-$261.8K)
Filed 2026-10-23
Regatta Capital Group, LLC
INCREASED
Shares238,870 from 193,852
Change+45,018 (+23%)
Value$6.7M (+$1.4M)
Filed 2026-10-23
Paller Financial Services Inc
INCREASED
Shares238,532 from 230,773
Change+7,759 (+3%)
Value$6.7M (+$343.9K)
Filed 2026-10-13
Aureum Wealth Management, LLC
INCREASED
Shares237,478 from 223,474
Change+14,004 (+6%)
Value$6.6M (+$514.5K)
Filed 2026-10-15
Cornerstone Planning, LLC
INCREASED
Shares220,737 from 219,625
Change+1,112 (+1%)
Value$6.1M (+$61.4K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
INCREASED
Shares219,514 from 213,758
Change+5,756 (+3%)
Value$6.1K (+$279)
Filed 2026-10-27
JB Capital LLC
INCREASED
Shares217,269 from 204,080
Change+13,189 (+6%)
Value$6.1M (+$481.0K)
Filed 2026-10-19
Embree Financial Group
INCREASED
Shares203,622 from 201,347
Change+2,275 (+1%)
Value$5.7M (+$174.4K)
Filed 2026-10-22
Farrow Financial, Inc.
DECREASED
Shares197,156 from 198,603
Change-1,447 (-1%)
Value$5.5M (+$68.8K)
Filed 2026-10-30
AtlasMark Financial, Inc
INCREASED
Shares193,975 from 186,551
Change+7,424 (+4%)
Value$5.4M (+$310.2K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares192,618 from 97,153
Change+95,465 (+98%)
Value$5.4M (+$2.7M)
Filed 2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares187,712 from 197,526
Change-9,814 (-5%)
Value$5.2M (-$165.8K)
Filed 2026-11-02
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares184,990 from 187,624
Change-2,634 (-1%)
Value$5.2M (+$29.6K)
Filed 2026-10-29
Independent Solutions Wealth Management, LLC
INCREASED
Shares183,190 from 156,463
Change+26,727 (+17%)
Value$5.1M (+$833.3K)
Filed 2026-10-28
Brandywine OAK Private Wealth LLC
DECREASED
Shares180,287 from 183,493
Change-3,206 (-2%)
Value$5.0M (+$11.3K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
DECREASED
Shares175,451 from 182,284
Change-6,833 (-4%)
Value$4.9M (-$90.8K)
Filed 2026-10-26
Godsey & Gibb, Inc
INCREASED
Shares172,368 from 169,863
Change+2,505 (+1%)
Value$4.8M (+$163.4K)
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED
Shares172,201 from 162,111
Change+10,090 (+6%)
Value$4.8M (+$371.3K)
Filed 2026-10-09
American Financial & TAX Strategies Inc
DECREASED
Shares167,196 from 167,400
Change-204 (0%)
Value$4.7M (+$86.4K)
Filed 2026-10-16
Shulman DeMeo Asset Management LLC
DECREASED
Shares160,037 from 163,436
Change-3,399 (-2%)
Value$4.5M (+$25.3K)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares158,194 from 148,186
Change+10,008 (+7%)
Value$4.3M (+$274.3K)
Filed 2026-11-06
Keystone Financial Planning, Inc.
INCREASED
Shares156,554 from 94,568
Change+61,986 (+66%)
Value$4.4M (+$1.8M)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
INCREASED
Shares151,660 from 145,863
Change+5,797 (+4%)
Value$4.2M (+$242.3K)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares150,186 from 155,363
Change-5,177 (-3%)
Value$4.2M (-$61.0K)
Filed 2026-11-05
Wolff Financial Management LLC
DECREASED
Shares147,959 from 159,370
Change-11,411 (-7%)
Value$4.1M (-$231.4K)
Filed 2026-10-23
Allen Investment Management, LLC
UNCHANGED
Shares145,975 from 145,975
Change0 (0%)
Value$4.1M (+$80.3K)
Filed 2026-11-03
Gallagher Capital Advisors, LLC
INCREASED
Shares145,730 from 145,302
Change+428 (+0%)
Value$4.1M (+$91.9K)
Filed 2026-10-09
D.A. Davidson & Co.
INCREASED
Shares143,313 from 138,897
Change+4,416 (+3%)
Value$4.0M (+$199.9K)
Filed 2026-10-28
Atlas Private Wealth Advisors
INCREASED
Shares139,439 from 99,878
Change+39,561 (+40%)
Value$3.9M (+$1.2M)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares138,365 from 124,327
Change+14,038 (+11%)
Value$4.1M (+$522.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares138,365 from 124,327
Change+14,038 (+11%)
Value$4.1M (+$522.4K)
Filed 2026-10-20
Nottingham Advisors, Inc.
INCREASED
Shares136,103 from 44,561
Change+91,542 (+205%)
Value$3.8M (+$74.2K)
Filed 2026-10-29
High Point Wealth Management, LLC
INCREASED
Shares135,520 from 130,155
Change+5,365 (+4%)
Value$3.8M (+$221.6K)
Filed 2026-11-05
J2 Capital Management Inc
DECREASED
Shares132,169 from 159,275
Change-27,106 (-17%)
Value$3.7M (-$670.3K)
Filed 2026-10-19
Beacon Financial Group
INCREASED
Shares127,894 from 126,975
Change+919 (+1%)
Value$3.6M (+$95.5K)
Filed 2026-10-19
Burke & Herbert Bank & Trust Co
DECREASED
Shares125,800 from 126,555
Change-755 (-1%)
Value$3.5M (+$48.5K)
Filed 2026-11-02
Connecticut Wealth Management, LLC
DECREASED
Shares125,092 from 148,025
Change-22,933 (-15%)
Value$3.5M (-$559.8K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares125,033 from 114,327
Change+10,706 (+9%)
Value$3.5K (-$3.1M)
Filed 2026-10-26
Valeo Financial Advisors, LLC
DECREASED
Shares122,528 from 122,830
Change-302 (0%)
Value$3.4M (+$59.1K)
Filed 2026-10-08
Investment Research Partners LLC
DECREASED
Shares121,442 from 122,482
Change-1,040 (-1%)
Value$3.4M (+$38.3K)
Filed 2026-10-19
GSG Advisors LLC
INCREASED
Shares119,440 from 113,825
Change+5,615 (+5%)
Value$3.3M (+$219.6K)
Filed 2026-11-03
Auto-Owners Insurance Co
UNCHANGED
Shares119,000 from 119,000
Change0 (0%)
Value$3.3M (+$65.5K)
Filed 2026-10-15
1900 Wealth Management LLC
INCREASED
Shares118,814 from 106,530
Change+12,284 (+12%)
Value$3.3M (+$402.0K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares117,767 from 45,186
Change+72,581 (+161%)
Value$3.3M (+$2.1M)
Filed 2026-10-16
CRA Financial Services, LLC
DECREASED
Shares117,751 from 120,651
Change-2,900 (-2%)
Value$3.3M (-$14.7K)
Filed 2026-10-16
High Net Worth Advisory Group LLC
INCREASED
Shares117,022 from 111,976
Change+5,046 (+5%)
Value$3.3M (+$202.7K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares115,726 from 89,609
Change+26,117 (+29%)
Value$3.2M (+$779.5K)
Filed 2026-10-16
Capital Squared Financial LLC
INCREASED
Shares114,988 from 104,916
Change+10,072 (+10%)
Value$3.2M (+$339.3K)
Filed 2026-10-30
Broussard Financial Group LLC
INCREASED
Shares113,296 from 94,829
Change+18,467 (+19%)
Value$3.2M (+$568.5K)
Filed 2026-10-26
Gerald Baker Financial Group LLC
INCREASED
Shares113,144 from 111,092
Change+2,052 (+2%)
Value$3.2M (+$118.5K)
Filed 2026-10-09
Integrity Alliance, Llc.
INCREASED
Shares111,001 from 76,921
Change+34,080 (+44%)
Value$3.1M (+$995.2K)
Filed 2026-10-29
Ironwood Financial, llc
INCREASED
Shares110,657 from 106,403
Change+4,254 (+4%)
Value$3.1M (+$122.1K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares108,902 from 99,529
Change+9,373 (+9%)
Value$3.0M (+$316.8K)
Filed 2026-11-04
FC Advisory LLC
INCREASED
Shares107,807 from 107,781
Change+26 (+0%)
Value$3.0M (+$60.0K)
Filed 2026-10-05
Shrier Wealth Management, LLC
INCREASED
Shares106,016 from 96,107
Change+9,909 (+10%)
Value$3.0M (+$329.9K)
Filed 2026-10-20
Calamos Wealth Management LLC
DECREASED
Shares104,760 from 106,225
Change-1,465 (-1%)
Value$2.9M (+$17.5K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares104,443 from 35,752
Change+68,691 (+192%)
Value$2.9M (+$1.9M)
Filed 2026-10-28
American State Bank (Iowa)
DECREASED
Shares104,285 from 105,028
Change-743 (-1%)
Value$2.9M (+$37.0K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
DECREASED
Shares104,066 from 107,643
Change-3,577 (-3%)
Value$2.9M (-$40.8K)
Filed 2026-10-23
Formidable Asset Management, LLC
INCREASED
Shares101,587 from 20,444
Change+81,143 (+397%)
Value$2.8M (+$9.9K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
NEW
Shares99,025
Change+99,025
Value$2.8M
Filed 2026-10-26
Indivisible Partners
DECREASED
Shares96,441 from 102,237
Change-5,796 (-6%)
Value$2.7M (-$105.8K)
Filed 2026-10-26
Ridgecrest Wealth Partners, LLC
INCREASED
Shares96,328 from 95,357
Change+971 (+1%)
Value$2.7M (+$79.6K)
Filed 2026-10-19
Legacy Wealth Partners, LLC
NEW
Shares96,107
Change+96,107
Value$2.7M
Filed 2026-10-15
Klingman & Associates, LLC
DECREASED
Shares95,928 from 100,967
Change-5,039 (-5%)
Value$2.7M (-$85.4K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares92,546 from 91,477
Change+1,069 (+1%)
Value$2.6M (+$80.2K)
Filed 2026-10-22
TruNorth Capital Management, LLC
UNCHANGED
Shares92,435 from 92,435
Change0 (0%)
Value$2.6M (+$50.8K)
Filed 2026-10-14
Norden Group LLC
DECREASED
Shares92,005 from 97,665
Change-5,660 (-6%)
Value$2.6M (-$104.5K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares91,686 from 91,501
Change+185 (+0%)
Value$2.6M (+$55.5K)
Filed 2026-10-23
Apex Wealth Management, LLC
INCREASED
Shares87,481 from 86,747
Change+734 (+1%)
Value$2.4M (+$68.2K)
Filed 2026-10-20
Valmark Advisers, Inc.
DECREASED
Shares85,639 from 97,997
Change-12,358 (-13%)
Value$2.4M (-$291.6K)
Filed 2026-11-06
Ellis Investment Partners, LLC
DECREASED
Shares85,299 from 92,478
Change-7,179 (-8%)
Value$2.4M (-$149.9K)
Filed 2026-10-21
King Luther Capital Management Corp
INCREASED
Shares84,608 from 83,889
Change+719 (+1%)
Value$2.4M (+$66.3K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares84,448 from 85,021
Change-573 (-1%)
Value$2.4M (+$30.7K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares83,873 from 83,336
Change+537 (+1%)
Value$2.6M (+$184.7K)
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares83,675 from 87,377
Change-3,702 (-4%)
Value$2.3M (-$55.4K)
Filed 2026-11-02
S&A Financial Services, Inc.
INCREASED
Shares83,309 from 78,203
Change+5,106 (+7%)
Value$2.3M (+$185.8K)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares82,875 from 82,875
Change0 (0%)
Value$2.3M (+$45.6K)
Filed 2026-10-14
Sowa Financial Group, Inc.
DECREASED
Shares81,139 from 89,118
Change-7,979 (-9%)
Value$2.3K (-$2.4M)
Filed 2026-10-26
Targeted Financial Services LLC
UNCHANGED
Shares80,995 from 80,995
Change0 (0%)
Value$2.3M (+$44.5K)
Filed 2026-10-19
Woodstock Corp
UNCHANGED
Shares80,900 from 80,900
Change0 (0%)
Value$2.3M (+$44.5K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED
Shares80,663 from 80,241
Change+422 (+1%)
Value$2.3M (+$56.0K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares78,330 from 78,002
Change+328 (+0%)
Value$2.2M (+$52.1K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
INCREASED
Shares77,717 from 76,627
Change+1,090 (+1%)
Value$2.2M (+$72.6K)
Filed 2026-10-13
Independent Wealth Advisors LLC
INCREASED
Shares74,494 from 61,449
Change+13,045 (+21%)
Value$2.1M (+$398.5K)
Filed 2026-10-27
MCF Advisors LLC
DECREASED
Shares74,247 from 82,131
Change-7,884 (-10%)
Value$2.1M (-$175.3K)
Filed 2026-10-28
AMG National Trust Bank
DECREASED
Shares73,786 from 81,541
Change-7,755 (-10%)
Value$2.1M (-$172.0K)
Filed 2026-11-05
Cooper Financial Group
DECREASED
Shares73,725 from 73,773
Change-48 (0%)
Value$2.1M (+$39.2K)
Filed 2026-10-07
RDA Financial Network
INCREASED
Shares73,552 from 69,838
Change+3,714 (+5%)
Value$2.1M (+$142.3K)
Filed 2026-10-15
Collective Family Office LLC
INCREASED
Shares72,365 from 67,650
Change+4,715 (+7%)
Value$2.0M (+$169.0K)
Filed 2026-10-05
BIP Wealth, LLC
NEW
Shares71,343
Change+71,343
Value$2.0M
Filed 2026-10-22
StoneX Group Inc.
DECREASED
Shares70,943 from 79,220
Change-8,277 (-10%)
Value$2.0M (-$186.4K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
INCREASED
Shares69,305 from 63,925
Change+5,380 (+8%)
Value$1.9M (+$185.6K)
Filed 2026-10-15
Level Four Advisory Services, LLC
INCREASED
Shares68,958 from 67,676
Change+1,282 (+2%)
Value$1.9M (+$73.1K)
Filed 2026-11-06
Rakuten Investment Management, Inc.
DECREASED
Shares68,630 from 74,410
Change-5,780 (-8%)
Value$1.9M (-$126.4K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares68,519 from 64,136
Change+4,383 (+7%)
Value$1.9M (+$157.8K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares67,591 from 68,616
Change-1,025 (-1%)
Value$1.9M (+$9.1K)
Filed 2026-11-06
ProVise Management Group, LLC
DECREASED
Shares67,579 from 70,013
Change-2,434 (-3%)
Value$1.9M (-$29.5K)
Filed 2026-11-06
Straight Path Wealth Management
INCREASED
Shares66,992 from 62,143
Change+4,849 (+8%)
Value$1.9M (+$169.7K)
Filed 2026-10-23
Decker Retirement Planning Inc.
DECREASED
Shares66,449 from 67,029
Change-580 (-1%)
Value$1.9M (+$20.7K)
Filed 2026-10-19
Avail Investment Partners, LLC
DECREASED
Shares65,172 from 66,424
Change-1,252 (-2%)
Value$1.8M (+$1.5K)
Filed 2026-10-16
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares61,285 from 62,438
Change-1,153 (-2%)
Value$1.7M (+$2.1K)
Filed 2026-11-06
Invested Advisors
INCREASED
Shares61,160 from 60,948
Change+212 (+0%)
Value$1.7M (+$39.4K)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares60,253 from 56,755
Change+3,498 (+6%)
Value$1.7M (+$129.0K)
Filed 2026-10-21
Balefire, LLC
NEW
Shares59,251
Change+59,251
Value$1.7M
Filed 2026-10-09
KOM Wealth Management Group, LLC
DECREASED
Shares58,480 from 91,188
Change-32,708 (-36%)
Value$1.6M (-$864.4K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares58,385 from 38,350
Change+20,035 (+52%)
Value$1.6M (+$581.3K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares56,553 from 56,551
Change+2 (0%)
Value$1.6M (+$31.2K)
Filed 2026-11-03
Sunbeam Capital Management, LLC
INCREASED
Shares55,934 from 43,229
Change+12,705 (+29%)
Value$1.6M (+$379.0K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares55,871 from 56,087
Change-216 (0%)
Value$1.6M (+$24.8K)
Filed 2026-10-08
Krilogy Financial LLC
INCREASED
Shares55,183 from 54,053
Change+1,130 (+2%)
Value$1.6M (+$122.6K)
Filed 2026-10-13
Bauman Advisory Group, LLC
DECREASED
Shares54,303 from 62,313
Change-8,010 (-13%)
Value$1.5M (-$189.7K)
Filed 2026-10-29
Cove Private Wealth, LLC
INCREASED
Shares53,555 from 46,095
Change+7,460 (+16%)
Value$1.5M (+$233.9K)
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares52,726 from 54,616
Change-1,890 (-3%)
Value$1.5M (-$22.8K)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares52,615 from 52,615
Change0 (0%)
Value$1.5M (+$28.9K)
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares52,201 from 50,421
Change+1,780 (+4%)
Value$1.5M (+$77.5K)
Filed 2026-10-19
Cora Capital Advisors LLC
DECREASED
Shares50,900 from 53,971
Change-3,071 (-6%)
Value$1.4M (-$56.2K)
Filed 2026-11-02
Avestar Capital, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$1.4M (+$27.5K)
Filed 2026-10-28
Hohimer Wealth Management, LLC
INCREASED
Shares49,911 from 47,868
Change+2,043 (+4%)
Value$1.4M (+$83.4K)
Filed 2026-11-04
Integrated Advisors Network LLC
INCREASED
Shares49,354 from 43,862
Change+5,492 (+13%)
Value$1.4M (+$177.7K)
Filed 2026-10-20
Patten Group, Inc.
DECREASED
Shares48,673 from 49,400
Change-727 (-1%)
Value$1.4M (+$6.8K)
Filed 2026-10-26
MV Capital Management, Inc.
INCREASED
Shares48,470 from 46,521
Change+1,949 (+4%)
Value$1.4M (+$80.1K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares48,350 from 37,062
Change+11,288 (+30%)
Value$1.4M (+$336.0K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares48,350 from 51,507
Change-3,157 (-6%)
Value$1.4M (-$59.9K)
Filed 2026-11-02
Beacon Bank & Trust
DECREASED
Shares47,715 from 52,660
Change-4,945 (-9%)
Value$1.3M (-$109.3K)
Filed 2026-10-27
Triad Wealth Partners, LLC
DECREASED
Shares47,597 from 53,817
Change-6,220 (-12%)
Value$1.3M (-$210.5K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares47,183 from 39,456
Change+7,727 (+20%)
Value$1.3M (+$237.7K)
Filed 2026-11-04
Parsons Capital Management Inc
INCREASED
Shares47,180 from 45,050
Change+2,130 (+5%)
Value$1.3M (+$84.3K)
Filed 2026-10-28
Investment Partners, Ltd.
INCREASED
Shares46,361 from 24,516
Change+21,845 (+89%)
Value$1.3M (+$624.3K)
Filed 2026-10-29
ADG Wealth Management Group, LLC
INCREASED
Shares46,246 from 45,039
Change+1,207 (+3%)
Value$1.3M (+$58.5K)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares46,126 from 46,118
Change+8 (+0%)
Value$1.3M (+$25.6K)
Filed 2026-11-05
Cresta Advisors, Ltd.
INCREASED
Shares45,524 from 39,053
Change+6,471 (+17%)
Value$1.3M (+$202.4K)
Filed 2026-10-14
Weaver Consulting Group
DECREASED
Shares45,473 from 47,228
Change-1,755 (-4%)
Value$1.3M (-$23.1K)
Filed 2026-10-07
Claro Advisors Inc.
INCREASED
Shares45,290 from 43,670
Change+1,620 (+4%)
Value$1.3M (+$69.3K)
Filed 2026-11-02
KFA Private Wealth Group, LLC
DECREASED
Shares43,796 from 44,146
Change-350 (-1%)
Value$1.2M (+$14.5K)
Filed 2026-10-07
Walkner Condon Financial Advisors LLC
DECREASED
Shares43,635 from 48,590
Change-4,955 (-10%)
Value$1.2M (-$111.8K)
Filed 2026-11-02
Noble Family Wealth, LLC
INCREASED
Shares42,311 from 41,975
Change+336 (+1%)
Value$1.2M (+$32.5K)
Filed 2026-10-26
Nations Financial Group Inc,
DECREASED
Shares42,208 from 118,065
Change-75,857 (-64%)
Value$1.2M (-$2.1M)
Filed 2026-11-05
Caldwell Trust Co
UNCHANGED
Shares42,125 from 42,125
Change0 (0%)
Value$1.2M (+$23.2K)
Filed 2026-10-30
Planning Strategies Inc.
DECREASED
Shares41,815 from 42,918
Change-1,103 (-3%)
Value$1.2M (-$7.2K)
Filed 2026-10-02
Independent Financial Group, LLC
DECREASED
Shares41,751 from 41,774
Change-23 (0%)
Value$1.2M (+$22.3K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares41,367 from 35,178
Change+6,189 (+18%)
Value$1.2M (+$192.4K)
Filed 2026-10-29
First Heartland Consultants, Inc.
DECREASED
Shares40,832 from 42,143
Change-1,311 (-3%)
Value$1.1M (-$13.5K)
Filed 2026-10-08
Algorithmic Investment Models, LLC
NEW
Shares40,611
Change+40,611
Value$1.1M
Filed 2026-11-04
Romano Brothers and Company
UNCHANGED
Shares40,325 from 40,325
Change0 (0%)
Value$1.1M (+$22.2K)
Filed 2026-10-22
Sage Financial Group Inc
UNCHANGED
Shares40,106 from 40,106
Change0 (0%)
Value$1.1M (+$22.1K)
Filed 2026-10-27
Genesis Private Wealth, LLC
UNCHANGED
Shares39,685 from 39,685
Change0 (0%)
Value$1.1M (+$21.8K)
Filed 2026-11-02
Flagstar Securities, Inc
INCREASED
Shares39,478 from 26,415
Change+13,063 (+49%)
Value$1.1M (+$379.8K)
Filed 2026-10-15
LongView Wealth Management
INCREASED
Shares39,462 from 39,380
Change+82 (+0%)
Value$1.1M (+$23.9K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares39,450 from 38,460
Change+990 (+3%)
Value$1.1M (+$49.3K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares39,326 from 33,086
Change+6,240 (+19%)
Value$1.1M (+$192.7K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares39,272 from 45,030
Change-5,758 (-13%)
Value$1.1M (-$136.2K)
Filed 2026-10-15
NBT Bank, N.A.
DECREASED
Shares39,115 from 40,790
Change-1,675 (-4%)
Value$1.1M (-$24.4K)
Filed 2026-10-21
Pinnacle Associates LTD
DECREASED
Shares38,120 from 38,495
Change-375 (-1%)
Value$1.1M (+$10.7K)
Filed 2026-10-20
Lakeshore Capital Group, Inc.
DECREASED
Shares38,072 from 41,247
Change-3,175 (-8%)
Value$1.1M (-$66.1K)
Filed 2026-10-20
Apollon Financial, LLC
INCREASED
Shares36,900 from 34,700
Change+2,200 (+6%)
Value$1.0M (+$80.6K)
Filed 2026-10-23
JSF Financial, LLC
INCREASED
Shares36,198 from 35,899
Change+299 (+1%)
Value$1.0M (+$28.1K)
Filed 2026-10-22
Collaborative Wealth Managment Inc.
DECREASED
Shares35,998 from 36,305
Change-307 (-1%)
Value$1.0M (+$11.4K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares35,345 from 35,345
Change0 (0%)
Value$988.2K (+$19.4K)
Filed 2026-10-27
Patten & Patten Inc
INCREASED
Shares35,295 from 35,045
Change+250 (+1%)
Value$986.9K (+$26.3K)
Filed 2026-10-26
Albion Financial Group
DECREASED
Shares35,025 from 35,643
Change-618 (-2%)
Value$979.3K (+$2.3K)
Filed 2026-10-21
Jacobi Capital Management LLC
INCREASED
Shares34,868 from 32,930
Change+1,938 (+6%)
Value$974.9K (+$72.3K)
Filed 2026-11-05
Kathmere Capital Management, LLC
UNCHANGED
Shares34,630 from 34,630
Change0 (0%)
Value$968.3K (+$19.0K)
Filed 2026-10-20
Aspiriant, LLC
INCREASED
Shares34,449 from 33,701
Change+748 (+2%)
Value$963.2K (+$39.5K)
Filed 2026-10-16
Dudley Capital Management, LLC
DECREASED
Shares34,043 from 34,544
Change-501 (-1%)
Value$951.9K (+$5.0K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
INCREASED
Shares33,944 from 33,550
Change+394 (+1%)
Value$962.7K (+$21.9K)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
UNCHANGED
Shares33,370 from 33,370
Change0 (0%)
Value$933.0K (+$18.4K)
Filed 2026-10-20
Investment Partners Asset Management, Inc.
INCREASED
Shares33,129 from 30,429
Change+2,700 (+9%)
Value$926.3K (+$92.2K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares32,838 from 15,662
Change+17,176 (+110%)
Value$918.2K (+$488.9K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares32,737 from 17,185
Change+15,552 (+91%)
Value$915.3K (+$444.3K)
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares32,690 from 45,281
Change-12,591 (-28%)
Value$1.0M (-$226.5K)
Filed 2026-11-04
Climber Capital SA
UNCHANGED
Shares32,500 from 32,500
Change0 (0%)
Value$861.6K (-$27.5K)
Filed 2026-10-20
First American Bank
INCREASED
Shares32,400 from 15,750
Change+16,650 (+106%)
Value$905.9K (+$474.2K)
Filed 2026-10-27
Perigon Wealth Management, LLC
INCREASED
Shares32,317 from 9,435
Change+22,882 (+243%)
Value$903.6K (+$645.0K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares31,290 from 30,358
Change+932 (+3%)
Value$874.9K (+$42.8K)
Filed 2026-10-20
Vicus Capital
DECREASED
Shares30,872 from 31,084
Change-212 (-1%)
Value$863.2K (+$11.1K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
DECREASED
Shares30,785 from 36,950
Change-6,165 (-17%)
Value$860.8K (-$152.0K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares30,699 from 37,628
Change-6,929 (-18%)
Value$858.3K (-$173.0K)
Filed 2026-10-28
Milestone Asset Management Group, LLC
INCREASED
Shares30,550 from 28,891
Change+1,659 (+6%)
Value$854.2K (+$62.3K)
Filed 2026-10-20
PPS&V Asset Management Consultants, Inc.
INCREASED
Shares30,391 from 29,011
Change+1,380 (+5%)
Value$849.7K (+$54.5K)
Filed 2026-10-06
Human Investing LLC
UNCHANGED
Shares30,366 from 30,366
Change0 (0%)
Value$849.0K (+$16.7K)
Filed 2026-10-19
Beam Wealth Advisors, Inc.
DECREASED
Shares29,954 from 31,246
Change-1,292 (-4%)
Value$837.5K (-$18.9K)
Filed 2026-11-03
Clearstead Advisors, LLC
DECREASED
Shares29,490 from 29,925
Change-435 (-1%)
Value$824.5K (+$4.3K)
Filed 2026-11-06
Black Diamond Financial, LLC
UNCHANGED
Shares29,325 from 29,325
Change0 (0%)
Value$819.9K (+$16.1K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares29,253 from 31,948
Change-2,695 (-8%)
Value$818.4K (-$57.3K)
Filed 2026-11-05
Advus Financial Partners, LLC
DECREASED
Shares28,994 from 39,311
Change-10,317 (-26%)
Value$810.7K (-$266.8K)
Filed 2026-10-20
Wedbush Securities Inc
INCREASED
Shares28,810 from 26,749
Change+2,061 (+8%)
Value$806 (-$732.2K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares28,576 from 86,893
Change-58,317 (-67%)
Value$799.0K (-$1.6M)
Filed 2026-10-21
Woodmont Investment Counsel LLC
UNCHANGED
Shares27,533 from 27,533
Change0 (0%)
Value$769.8K (+$15.1K)
Filed 2026-10-29
Crusonia Wealth Advisors LLC
UNCHANGED
Shares27,515 from 27,515
Change0 (0%)
Value$769.3K (+$15.1K)
Filed 2026-10-26
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares27,483 from 27,483
Change0 (0%)
Value$768.4K (+$15.1K)
Filed 2026-10-09
Chapin Davis, Inc.
UNCHANGED
Shares27,430 from 27,430
Change0 (0%)
Value$766.9K (+$15.1K)
Filed 2026-10-09
Tred Avon Family Wealth, LLC
INCREASED
Shares26,628 from 7,469
Change+19,159 (+257%)
Value$744.5K (+$539.8K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares26,374 from 24,455
Change+1,919 (+8%)
Value$737.4K (+$67.1K)
Filed 2026-10-22
Compass Financial Management LLC
INCREASED
Shares26,325 from 21,981
Change+4,344 (+20%)
Value$736.1K (+$133.5K)
Filed 2026-10-30
Trust Point Inc.
INCREASED
Shares26,184 from 25,819
Change+365 (+1%)
Value$732.1K (+$24.4K)
Filed 2026-10-27
Focus Financial Network, Inc.
INCREASED
Shares25,206 from 25,198
Change+8 (+0%)
Value$704.8K (+$14.1K)
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares25,092 from 23,512
Change+1,580 (+7%)
Value$701.6K (+$57.1K)
Filed 2026-11-05
David J Yvars Group
INCREASED
Shares25,073 from 24,022
Change+1,051 (+4%)
Value$701.0K (+$42.6K)
Filed 2026-10-09
Oppenheimer & Co Inc
INCREASED
Shares24,994 from 24,551
Change+443 (+2%)
Value$698.8K (+$25.9K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares24,395 from 26,495
Change-2,100 (-8%)
Value$682.1K (-$44.1K)
Filed 2026-10-30
RFG Advisory, LLC
DECREASED
Shares24,225 from 24,715
Change-490 (-2%)
Value$677.3K (-$107)
Filed 2026-11-03
Savant Capital, LLC
DECREASED
Shares24,114 from 24,540
Change-426 (-2%)
Value$674.2K (+$1.6K)
Filed 2026-11-06
Helium Advisors LLC
DECREASED
Shares23,742 from 24,091
Change-349 (-1%)
Value$663.8K (+$3.5K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares23,628 from 22,637
Change+991 (+4%)
Value$660.6K (+$40.2K)
Filed 2026-11-03
Midwest Trust Co
UNCHANGED
Shares23,570 from 23,570
Change0 (0%)
Value$659.0K (+$13.0K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
DECREASED
Shares23,472 from 25,132
Change-1,660 (-7%)
Value$656.3K (-$32.6K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares23,181 from 24,467
Change-1,286 (-5%)
Value$648.1K (-$22.5K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
INCREASED
Shares23,011 from 22,491
Change+520 (+2%)
Value$643.4K (+$26.9K)
Filed 2026-10-15
Tectonic Advisors LLC
DECREASED
Shares23,004 from 23,805
Change-801 (-3%)
Value$643.2K (-$9.3K)
Filed 2026-10-22
Syntax Research, Inc.
INCREASED
Shares22,785 from 4,325
Change+18,460 (+427%)
Value$637.1K (+$518.5K)
Filed 2026-11-04
Ascent Group, LLC
INCREASED
Shares22,527 from 8,855
Change+13,672 (+154%)
Value$629.9K (+$387.1K)
Filed 2026-10-30
Silverlake Wealth Management LLC
DECREASED
Shares22,409 from 24,112
Change-1,703 (-7%)
Value$626.5K (-$34.4K)
Filed 2026-10-21
Trust Co
UNCHANGED
Shares22,400 from 22,400
Change0 (0%)
Value$626.3K (+$12.3K)
Filed 2026-10-09
ShoreHaven Wealth Partners, LLC
DECREASED
Shares22,382 from 23,725
Change-1,343 (-6%)
Value$625.8K (-$24.5K)
Filed 2026-10-16
CGN Advisors LLC
INCREASED
Shares22,115 from 22,080
Change+35 (+0%)
Value$618.3K (+$13.1K)
Filed 2026-10-21
Macco Financial Group, Inc.
NEW
Shares22,054
Change+22,054
Value$616.6K
Filed 2026-11-05
Detalus Advisors, LLC
INCREASED
Shares21,920 from 17,756
Change+4,164 (+23%)
Value$612.9K (+$126.2K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares21,427 from 4,187
Change+17,240 (+412%)
Value$599.1K (+$30.8K)
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
INCREASED
Shares20,847 from 20,560
Change+287 (+1%)
Value$582.9K (+$19.3K)
Filed 2026-11-04
Asset One Wealth Management LLC
NEW
Shares20,580
Change+20,580
Value$575.4K
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares20,373 from 18,960
Change+1,413 (+7%)
Value$576.2K (+$43.6K)
Filed 2026-10-08
Signal Advisors Wealth, LLC
INCREASED
Shares20,275 from 19,930
Change+345 (+2%)
Value$566.9K (+$20.6K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
DECREASED
Shares20,253 from 30,237
Change-9,984 (-33%)
Value$571.6K (-$265.7K)
Filed 2026-10-22
Meridian Management Co
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$559.2K (+$11.0K)
Filed 2026-11-06
Clear Harbor Asset Management, LLC
UNCHANGED
Shares19,820 from 19,820
Change0 (0%)
Value$554.2K (+$10.9K)
Filed 2026-11-05
Charles Schwab Trust Co
NEW
Shares19,790
Change+19,790
Value$553.3K
Filed 2026-10-15
PFG Advisors
DECREASED
Shares19,787 from 20,013
Change-226 (-1%)
Value$553.3K (+$4.7K)
Filed 2026-10-16
Baring Financial LLC
INCREASED
Shares19,683 from 19,582
Change+101 (+1%)
Value$550.4K (+$13.6K)
Filed 2026-10-07
Brookstone Capital Management
INCREASED
Shares19,515 from 18,994
Change+521 (+3%)
Value$545.6K (+$25.0K)
Filed 2026-10-22
Retirement Planning Group, LLC
DECREASED
Shares19,416 from 19,592
Change-176 (-1%)
Value$542.9K (+$5.9K)
Filed 2026-10-19
Bank of New York Mellon Corp
DECREASED
Shares19,246 from 25,707
Change-6,461 (-25%)
Value$538.1K (-$166.5K)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares19,139 from 34,082
Change-14,943 (-44%)
Value$535.1K (-$399.1K)
Filed 2026-10-23
Eley Financial Management, Inc
INCREASED
Shares19,067 from 17,445
Change+1,622 (+9%)
Value$533.1K (+$54.9K)
Filed 2026-11-03
Hengehold Capital Management LLC
INCREASED
Shares19,043 from 18,993
Change+50 (+0%)
Value$532.5K (+$11.8K)
Filed 2026-10-16
Tannin Capital LLC
DECREASED
Shares18,991 from 22,701
Change-3,710 (-16%)
Value$531.0K (-$91.2K)
Filed 2026-11-05
Zullo Investment Group, Inc.
UNCHANGED
Shares18,750 from 18,750
Change0 (0%)
Value$524.3K (+$10.3K)
Filed 2026-10-20
Shum Financial Group, Inc.
INCREASED
Shares18,697 from 18,101
Change+596 (+3%)
Value$522.8K (+$26.6K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares18,510 from 14,859
Change+3,651 (+25%)
Value$517.5K (+$110.3K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares18,497 from 18,216
Change+281 (+2%)
Value$517.2K (+$12.8K)
Filed 2026-10-13
Griffith & Werner, Inc.
NEW
Shares18,364
Change+18,364
Value$513.4K
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares18,316 from 18,518
Change-202 (-1%)
Value$512.1K (+$4.5K)
Filed 2026-11-05
Saxony Capital Management, LLC
INCREASED
Shares18,245 from 15,684
Change+2,561 (+16%)
Value$510.1K (+$80.2K)
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares18,231 from 13,925
Change+4,306 (+31%)
Value$509.7K (+$128.0K)
Filed 2026-11-03
Valley National Advisers Inc
INCREASED
Shares18,084 from 17,584
Change+500 (+3%)
Value$505.6K (+$23.7K)
Filed 2026-10-23
XML Financial, LLC
NEW
Shares18,076
Change+18,076
Value$505.4K
Filed 2026-10-29
Abundance Wealth Counselors
UNCHANGED
Shares18,025 from 18,025
Change0 (0%)
Value$504.0K (+$9.9K)
Filed 2026-10-26
Firestone Capital Management
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$503.3K (+$9.9K)
Filed 2026-11-03
Roman Butler Fullerton & Co
INCREASED
Shares17,822 from 17,785
Change+37 (+0%)
Value$531.5K (+$34.7K)
Filed 2026-10-27
Glenview Trust Co
NEW
Shares17,795
Change+17,795
Value$497.5K
Filed 2026-10-28
Steinberganna Wealth Management
DECREASED
Shares17,708 from 17,785
Change-77 (0%)
Value$495.1K (+$7.6K)
Filed 2026-10-23
Richwood Investment Advisors, LLC
DECREASED
Shares17,565 from 18,190
Change-625 (-3%)
Value$491.1K (-$7.5K)
Filed 2026-10-30
Lodestar Private Asset Management LLC
DECREASED
Shares17,334 from 18,162
Change-828 (-5%)
Value$484.7K (-$13.2K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares17,297
Change+17,297
Value$483.6K
Filed 2026-10-21
CFM Wealth Partners LLC
DECREASED
Shares17,250 from 20,810
Change-3,560 (-17%)
Value$482.3K (-$88.1K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares17,186 from 17,045
Change+141 (+1%)
Value$480.5K (+$13.3K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares17,106 from 17,018
Change+88 (+1%)
Value$478.3K (+$11.8K)
Filed 2026-11-05
Naples Global Advisors, LLC
DECREASED
Shares16,950 from 17,435
Change-485 (-3%)
Value$473.9K (-$4.0K)
Filed 2026-11-05
Phoenix Wealth Advisors
INCREASED
Shares16,910 from 16,265
Change+645 (+4%)
Value$472.8K (+$27.0K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
INCREASED
Shares16,880 from 16,811
Change+69 (+0%)
Value$472.0K (+$11.2K)
Filed 2026-11-03
TrueWealth Advisors, LLC
UNCHANGED
Shares16,860 from 16,860
Change0 (0%)
Value$471.4K (+$9.3K)
Filed 2026-10-09
HCR Wealth Advisors
DECREASED
Shares16,805 from 18,220
Change-1,415 (-8%)
Value$469.9K (-$29.5K)
Filed 2026-10-15
Valued Retirements, Inc.
INCREASED
Shares16,764 from 15,577
Change+1,187 (+8%)
Value$468.7K (+$41.8K)
Filed 2026-11-06
Rossby Financial, LCC
DECREASED
Shares16,643 from 21,289
Change-4,646 (-22%)
Value$465.3K (-$118.2K)
Filed 2026-11-05
AlphaStar Capital Management, LLC
INCREASED
Shares16,618 from 15,484
Change+1,134 (+7%)
Value$464.6K (+$40.2K)
Filed 2026-10-16
Fortem Financial Group, LLC
UNCHANGED
Shares16,265 from 16,265
Change0 (0%)
Value$454.8K (+$8.9K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
INCREASED
Shares16,212 from 16,122
Change+90 (+1%)
Value$453.3K (+$11.4K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
DECREASED
Shares16,186 from 16,666
Change-480 (-3%)
Value$452.6K (-$4.2K)
Filed 2026-10-21
Tsfg, LLC
INCREASED
Shares16,178 from 16,176
Change+2 (+0%)
Value$452 (-$442.5K)
Filed 2026-10-23
Alpha Omega Wealth Management LLC
DECREASED
Shares16,140 from 16,150
Change-10 (0%)
Value$451.3K (+$8.6K)
Filed 2026-10-23
Cathy Pareto & Associates, Inc
INCREASED
Shares16,101 from 16,000
Change+101 (+1%)
Value$450.2K (+$11.6K)
Filed 2026-10-15
Cypress Wealth Services, LLC
UNCHANGED
Shares16,054 from 16,054
Change0 (0%)
Value$454.0K (+$14.0K)
Filed 2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED
Shares15,910 from 15,910
Change0 (0%)
Value$444.8K (+$8.8K)
Filed 2026-10-22
Compass Financial Services Inc
UNCHANGED
Shares15,840 from 15,840
Change0 (0%)
Value$442.9K (+$8.7K)
Filed 2026-11-06
New England Private Wealth Advisors LLC
INCREASED
Shares15,398 from 15,394
Change+4 (+0%)
Value$430.5K (-$12.1K)
Filed 2026-10-19
Barrett & Company, Inc.
INCREASED
Shares15,212 from 15,157
Change+55 (+0%)
Value$425.3K (+$9.9K)
Filed 2026-10-22
Citizens National Bank Trust Department
DECREASED
Shares15,125 from 17,270
Change-2,145 (-12%)
Value$422.9K (-$50.5K)
Filed 2026-11-04
Diversified Trust Co
UNCHANGED
Shares15,055 from 15,055
Change0 (0%)
Value$420.9K (+$8.3K)
Filed 2026-11-06
Urban Wealth Management, LLC
UNCHANGED
Shares15,020 from 15,020
Change0 (0%)
Value$420.0K (+$8.3K)
Filed 2026-10-21
Succession Financial, Inc.
UNCHANGED
Shares14,938 from 14,938
Change0 (0%)
Value$417.7K (+$8.2K)
Filed 2026-10-14
Nicholas Hoffman & Company, Llc.
INCREASED
Shares14,850 from 14,782
Change+68 (+0%)
Value$415.2K (+$10.0K)
Filed 2026-10-30
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares14,750 from 14,750
Change0 (0%)
Value$412.4K (+$8.1K)
Filed 2026-10-26
Strategic Blueprint, LLC
INCREASED
Shares14,642 from 11,939
Change+2,703 (+23%)
Value$409.4K (+$82.1K)
Filed 2026-10-22
Convergence Financial, LLC
INCREASED
Shares14,550 from 8,715
Change+5,835 (+67%)
Value$406.8K (+$167.9K)
Filed 2026-10-27
Gen-Wealth Partners Inc
UNCHANGED
Shares14,520 from 14,520
Change0 (0%)
Value$406.0K (+$8.0K)
Filed 2026-11-04
HBK Sorce Advisory LLC
DECREASED
Shares14,499 from 14,830
Change-331 (-2%)
Value$443.1K (+$18.4K)
Filed 2026-11-06
HBW Advisory Services LLC
INCREASED
Shares14,230 from 14,120
Change+110 (+1%)
Value$397.9K (+$10.9K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
INCREASED
Shares14,157 from 14,047
Change+110 (+1%)
Value$395.8K (+$10.8K)
Filed 2026-10-09
Money Concepts Capital Corp
DECREASED
Shares14,133 from 326,297
Change-312,164 (-96%)
Value$395.2K (-$8.5M)
Filed 2026-11-06
KMG Fiduciary Partners, LLC
INCREASED
Shares13,940 from 13,933
Change+7 (+0%)
Value$389.8K (+$7.9K)
Filed 2026-10-14
Eagle Strategies LLC
UNCHANGED
Shares13,921 from 13,921
Change0 (0%)
Value$389.2K (+$7.7K)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares13,770 from 13,770
Change0 (0%)
Value$385.6K (+$2.5K)
Filed 2026-11-04
One Way Holdings LLC
DECREASED
Shares13,739 from 16,572
Change-2,833 (-17%)
Value$384.1K (-$70.1K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares13,641 from 13,871
Change-230 (-2%)
Value$381.4K (+$1.2K)
Filed 2026-10-13
Hicks Capital Management LLC
UNCHANGED
Shares13,550 from 13,550
Change0 (0%)
Value$371.4K ($0)
Filed 2026-10-20
Arta Finance Wealth Management LLC
INCREASED
Shares13,499 from 12,463
Change+1,036 (+8%)
Value$376.1K (+$34.5K)
Filed 2026-10-28
Cpwa, LLC
DECREASED
Shares13,390 from 13,547
Change-157 (-1%)
Value$389.2K (+$17.9K)
Filed 2026-11-04
Shepherd Financial Partners LLC
DECREASED
Shares13,379 from 17,450
Change-4,071 (-23%)
Value$374.1K (-$104.2K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares13,352 from 13,239
Change+113 (+1%)
Value$373.3K (+$10.4K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares13,205 from 13,182
Change+23 (+0%)
Value$369.2K (+$7.9K)
Filed 2026-10-26
WBH Advisory Inc
INCREASED
Shares12,861 from 12,839
Change+22 (+0%)
Value$359.6K (+$7.7K)
Filed 2026-11-05
Smith Salley Wealth Management
INCREASED
Shares12,726 from 12,633
Change+93 (+1%)
Value$355.8K (+$9.6K)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED
Shares12,665 from 12,835
Change-170 (-1%)
Value$354.1K (+$2.3K)
Filed 2026-10-13
Rydar Equities, Inc.
INCREASED
Shares12,657 from 12,549
Change+108 (+1%)
Value$357.9K (+$3.9K)
Filed 2026-10-13
Financial Insights, Inc.
UNCHANGED
Shares12,635 from 12,635
Change0 (0%)
Value$353.3K (+$7.0K)
Filed 2026-10-27
Diversified Portfolios, Inc.
NEW
Shares12,585
Change+12,585
Value$351.9K
Filed 2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares12,475 from 12,475
Change0 (0%)
Value$348.8K (+$6.9K)
Filed 2026-10-23
Fisher Asset Management, LLC
DECREASED
Shares12,197 from 14,631
Change-2,434 (-17%)
Value$341.0K (-$60.0K)
Filed 2026-11-06
Shira Ridge Wealth Management
DECREASED
Shares12,078 from 12,444
Change-366 (-3%)
Value$337.7K (-$3.4K)
Filed 2026-10-09
Cornerstone Wealth Group, LLC
UNCHANGED
Shares12,020 from 12,020
Change0 (0%)
Value$336.1K (+$6.6K)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
DECREASED
Shares11,947 from 13,615
Change-1,668 (-12%)
Value$334.0K (-$39.2K)
Filed 2026-10-16
Sterling Investment Advisors LLC
UNCHANGED
Shares11,861 from 11,861
Change0 (0%)
Value$331.7K (+$6.5K)
Filed 2026-10-27
Financial Partners Group, Inc
DECREASED
Shares11,709 from 11,791
Change-82 (-1%)
Value$327.4K (+$4.2K)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares11,703 from 10,564
Change+1,139 (+11%)
Value$327.2K (+$37.7K)
Filed 2026-11-05
Equitable Trust Co
DECREASED
Shares11,697 from 18,690
Change-6,993 (-37%)
Value$327.0K (-$185.2K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares11,677 from 7,760
Change+3,917 (+50%)
Value$326.5K (+$113.8K)
Filed 2026-10-14
Interchange Capital Partners, LLC
INCREASED
Shares11,637 from 11,610
Change+27 (+0%)
Value$325.4K (+$7.1K)
Filed 2026-10-28
Essex Bank
DECREASED
Shares11,622 from 12,135
Change-513 (-4%)
Value$324.8K (-$7.7K)
Filed 2026-10-16
Verus Capital Partners, LLC
UNCHANGED
Shares11,560 from 11,560
Change0 (0%)
Value$323.2K (+$6.4K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
INCREASED
Shares11,417 from 10,720
Change+697 (+7%)
Value$319.2K (+$25.4K)
Filed 2026-10-20
Kingdom Financial Group Llc.
DECREASED
Shares11,393 from 12,241
Change-848 (-7%)
Value$318.5K (-$17.0K)
Filed 2026-11-04
Uptick Partners, LLC
DECREASED
Shares11,343 from 11,492
Change-149 (-1%)
Value$317.2K (+$2.1K)
Filed 2026-11-04
Echo45 Advisors LLC
NEW
Shares11,335
Change+11,335
Value$316.9K
Filed 2026-10-07
Atlatl Advisers LLC
DECREASED
Shares11,311 from 11,835
Change-524 (-4%)
Value$316.3K (-$8.1K)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares11,272 from 11,262
Change+10 (+0%)
Value$333.1K (+$24.4K)
Filed 2026-10-15
Moors & Cabot, Inc.
INCREASED
Shares11,023 from 11,010
Change+13 (+0%)
Value$308.2K (+$6.4K)
Filed 2026-11-06
Woodward Financial Advisors, Inc.
UNCHANGED
Shares10,895 from 10,895
Change0 (0%)
Value$304.6K (+$6.0K)
Filed 2026-10-19
Chemistry Wealth Management LLC
UNCHANGED
Shares10,880 from 10,880
Change0 (0%)
Value$304.2K (+$6.0K)
Filed 2026-10-16
Bison Wealth, LLC
INCREASED
Shares10,818 from 10,448
Change+370 (+4%)
Value$314.5K (+$25.1K)
Filed 2026-10-13
Gradient Investments LLC
DECREASED
Shares10,656 from 11,320
Change-664 (-6%)
Value$297.9K (-$12.3K)
Filed 2026-10-08
NWF Advisory Services Inc.
UNCHANGED
Shares10,620 from 10,620
Change0 (0%)
Value$296.9K (+$5.8K)
Filed 2026-10-19
Skyline Advisors, Inc.
DECREASED
Shares10,521 from 12,862
Change-2,341 (-18%)
Value$294.2K (-$58.4K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$293.6K (+$5.8K)
Filed 2026-10-27
SigFig Wealth Management, LLC
INCREASED
Shares10,486 from 9,406
Change+1,080 (+11%)
Value$293.2K (+$32.7K)
Filed 2026-10-07
Sterling Group Wealth Management, LLC
NEW
Shares10,479
Change+10,479
Value$293.0K
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares10,325 from 10,315
Change+10 (+0%)
Value$288.7K (+$5.9K)
Filed 2026-11-04
Pines Wealth Management, LLC
INCREASED
Shares10,286 from 9,142
Change+1,144 (+13%)
Value$287.6K (+$37.0K)
Filed 2026-10-21
Harbor Group, Inc.
UNCHANGED
Shares10,145 from 10,145
Change0 (0%)
Value$283.7K (+$5.6K)
Filed 2026-10-14
Beacon Financial Advisory LLC
DECREASED
Shares10,126 from 22,306
Change-12,180 (-55%)
Value$283.1K (-$328.3K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
DECREASED
Shares10,088 from 22,782
Change-12,694 (-56%)
Value$282.1K (-$342.4K)
Filed 2026-10-09
Univest Financial Corp
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$279.6K (+$5.5K)
Filed 2026-11-05
Procyon Advisors, LLC
INCREASED
Shares9,893 from 7,310
Change+2,583 (+35%)
Value$276.6K (+$76.2K)
Filed 2026-10-21
Trust Co of Vermont
DECREASED
Shares9,885 from 16,135
Change-6,250 (-39%)
Value$276.4K (-$165.9K)
Filed 2026-10-21
Fiduciary Alliance LLC
INCREASED
Shares9,858 from 9,800
Change+58 (+1%)
Value$275.6K (+$7.0K)
Filed 2026-10-13
Huntleigh Advisors, Inc.
DECREASED
Shares9,770 from 9,865
Change-95 (-1%)
Value$273.2K (+$2.8K)
Filed 2026-11-03
TopTier Wealth Management, LLC
UNCHANGED
Shares9,760 from 9,760
Change0 (0%)
Value$272.9K (+$5.4K)
Filed 2026-10-16
BCS Wealth Management
DECREASED
Shares9,746 from 10,215
Change-469 (-5%)
Value$272.5K (-$7.5K)
Filed 2026-11-03
Marino, Stram & Associates LLC
INCREASED
Shares9,738 from 9,728
Change+10 (+0%)
Value$272.3K (+$5.6K)
Filed 2026-10-22
San Luis Wealth Advisors LLC
INCREASED
Shares9,697 from 9,614
Change+83 (+1%)
Value$271.1K (+$7.6K)
Filed 2026-10-27
Steel Grove Capital Advisors, LLC
DECREASED
Shares9,624 from 10,018
Change-394 (-4%)
Value$269.1K (-$5.5K)
Filed 2026-10-13
Realta Investment Advisors
DECREASED
Shares9,600 from 10,505
Change-905 (-9%)
Value$268.4K (-$19.5K)
Filed 2026-10-14
Patton Albertson Miller Group, LLC
INCREASED
Shares9,545 from 8,910
Change+635 (+7%)
Value$266.9K (+$22.7K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
UNCHANGED
Shares9,535 from 9,535
Change0 (0%)
Value$266.6K (+$5.2K)
Filed 2026-11-02
Novem Group
INCREASED
Shares9,476 from 9,193
Change+283 (+3%)
Value$264.9K (+$13.0K)
Filed 2026-10-19
VestGen Advisors, LLC
NEW
Shares9,458
Change+9,458
Value$264.4K
Filed 2026-10-27
Mlp3, LLC
NEW
Shares9,410
Change+9,410
Value$263.1K
Filed 2026-10-22
Smith Chas P & Associates PA Cpas
DECREASED
Shares9,390 from 9,890
Change-500 (-5%)
Value$282.1K (+$11.0K)
Filed 2026-10-22
Clearstead Trust, LLC
UNCHANGED
Shares9,325 from 9,325
Change0 (0%)
Value$260.7K (+$5.1K)
Filed 2026-11-06
Kelly Financial Group LLC
UNCHANGED
Shares9,310 from 9,310
Change0 (0%)
Value$260.3K (+$5.1K)
Filed 2026-10-16
Covenant Asset Management, LLC
UNCHANGED
Shares9,115 from 9,115
Change0 (0%)
Value$254.9K (+$5.0K)
Filed 2026-10-14
Schneider Downs Wealth Management Advisors, LP
NEW
Shares9,035
Change+9,035
Value$252.6K
Filed 2026-10-27
Accel Wealth Management
INCREASED
Shares8,996 from 8,966
Change+30 (+0%)
Value$251.5K (+$5.8K)
Filed 2026-10-13
Salvus Wealth Management, LLC
UNCHANGED
Shares8,975 from 8,975
Change0 (0%)
Value$250.9K (+$4.9K)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares8,917 from 8,882
Change+35 (+0%)
Value$249.3K (+$5.9K)
Filed 2026-11-03
Ignite Planners, LLC
NEW
Shares8,733
Change+8,733
Value$244.2K
Filed 2026-10-14
Lantern Wealth Advisors, LLC
UNCHANGED
Shares8,650 from 8,650
Change0 (0%)
Value$241.9K (+$4.8K)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
INCREASED
Shares8,556 from 8,555
Change+1 (+0%)
Value$239.2K (+$4.7K)
Filed 2026-10-05
Valued Wealth Advisors LLC
UNCHANGED
Shares8,544 from 8,544
Change0 (0%)
Value$238.9K (+$4.7K)
Filed 2026-11-05
Plan A Wealth LLC
UNCHANGED
Shares8,410 from 8,410
Change0 (0%)
Value$235.1K (+$4.6K)
Filed 2026-10-08
Abacus Planning Group, Inc.
UNCHANGED
Shares8,305 from 8,305
Change0 (0%)
Value$232.2K (+$4.6K)
Filed 2026-11-02
Advisory Solutions Group, LLC
INCREASED
Shares8,205 from 7,837
Change+368 (+5%)
Value$229.4K (+$14.6K)
Filed 2026-10-14
Bingham Private Wealth, LLC
UNCHANGED
Shares8,070 from 8,070
Change0 (0%)
Value$225.6K (+$4.4K)
Filed 2026-11-05
Aviance Capital Partners, LLC
NEW
Shares8,065
Change+8,065
Value$225.5K
Filed 2026-10-29
Swmg, LLC
UNCHANGED
Shares8,065 from 8,065
Change0 (0%)
Value$246.1K (+$23.1K)
Filed 2026-10-23
Grant Private Wealth Management Inc
DECREASED
Shares8,028 from 11,145
Change-3,117 (-28%)
Value$224.5K (-$81.0K)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares8,001 from 3,854
Change+4,147 (+108%)
Value$223.7K (+$118.1K)
Filed 2026-11-04
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares7,956 from 7,901
Change+55 (+1%)
Value$222.5K (+$5.9K)
Filed 2026-10-20
Palisade Asset Management, LLC
UNCHANGED
Shares7,945 from 7,945
Change0 (0%)
Value$222.1K (+$4.4K)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares7,920 from 7,920
Change0 (0%)
Value$221.4K (+$4.4K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
NEW
Shares7,895
Change+7,895
Value$220.7K
Filed 2026-10-08
Wealthcare Advisory Partners LLC
NEW
Shares7,861
Change+7,861
Value$219.8K
Filed 2026-10-21
Woodward Diversified Capital, LLC
UNCHANGED
Shares7,675 from 7,675
Change0 (0%)
Value$214.6K (+$4.2K)
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares7,665 from 7,665
Change0 (0%)
Value$214.3K (+$4.2K)
Filed 2026-10-15
Sentinel Pension Advisors, LLC
INCREASED
Shares7,582 from 7,566
Change+16 (+0%)
Value$212.0K (-$1.7K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
UNCHANGED
Shares7,575 from 7,575
Change0 (0%)
Value$211.8K (+$4.2K)
Filed 2026-11-05
Integrated Capital Management, LLC
NEW
Shares7,562
Change+7,562
Value$211.4K
Filed 2026-10-23
Security Financial Services, Inc.
DECREASED
Shares7,525 from 8,787
Change-1,262 (-14%)
Value$210.4K (-$30.5K)
Filed 2026-10-29
Legacy Advisors, LLC
NEW
Shares7,420
Change+7,420
Value$207.5K
Filed 2026-10-19
Obsidian CIO, LLC
UNCHANGED
Shares7,415 from 7,415
Change0 (0%)
Value$207.3K (+$4.1K)
Filed 2026-11-05
Austin Wealth Management, LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$213.3K (+$4.2K)
Filed 2026-11-06
United Community Bank
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$206.9K (+$4.1K)
Filed 2026-10-28
Wincap Financial LLC
UNCHANGED
Shares7,375 from 7,375
Change0 (0%)
Value$206.2K (+$4.1K)
Filed 2026-10-20
Breachway Investments LLC
DECREASED
Shares7,350 from 9,685
Change-2,335 (-24%)
Value$205.5K (-$60.0K)
Filed 2026-10-19
Greenleaf Trust
UNCHANGED
Shares7,310 from 7,310
Change0 (0%)
Value$204.4K (+$4.0K)
Filed 2026-10-29
Koshinski Asset Management, Inc.
NEW
Shares7,254
Change+7,254
Value$202.8K
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares7,240 from 8,072
Change-832 (-10%)
Value$202.4K (-$18.8K)
Filed 2026-11-04
Arwa LLC
DECREASED
Shares7,234 from 15,913
Change-8,679 (-55%)
Value$210.9K (-$240.4K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
NEW
Shares7,160
Change+7,160
Value$200.2K
Filed 2026-10-19
Acropolis Investment Management, LLC
UNCHANGED
Shares7,125 from 7,125
Change0 (0%)
Value$199.2K (+$3.9K)
Filed 2026-10-08
John A. Wolfe & Associates, Inc.
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$187.3K (+$3.7K)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares6,542 from 4,329
Change+2,213 (+51%)
Value$182.9K (+$64.2K)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares6,419
Change+6,419
Value$179.5K
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares6,220 from 6,220
Change0 (0%)
Value$173.9K (+$3.4K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares6,034 from 16,081
Change-10,047 (-62%)
Value$168.7K (-$272.1K)
Filed 2026-10-26
Manchester Capital Management LLC
UNCHANGED
Shares5,830 from 5,830
Change0 (0%)
Value$163.0K (+$3.2K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares5,665 from 5,665
Change0 (0%)
Value$158.4K (+$3.1K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares5,496 from 5,812
Change-316 (-5%)
Value$153.9K (-$5.4K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED
Shares4,740 from 4,740
Change0 (0%)
Value$132.5K (+$2.6K)
Filed 2026-10-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares4,719 from 4,719
Change0 (0%)
Value$131.9K (+$2.6K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares4,437 from 4,428
Change+9 (+0%)
Value$124.1K (+$2.7K)
Filed 2026-10-14
Indiana Trust & Investment Management Co
DECREASED
Shares4,355 from 7,355
Change-3,000 (-41%)
Value$121.8K (-$79.8K)
Filed 2026-10-22
Union Bancaire Privee, UBP SA
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$92.8K (+$1.8K)
Filed 2026-11-04
UMB Bank, n.a.
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$117.4K (+$2.3K)
Filed 2026-11-06
Golden State Wealth Management, LLC
DECREASED
Shares4,061 from 4,262
Change-201 (-5%)
Value$113.6K (-$3.3K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares3,943 from 2,483
Change+1,460 (+59%)
Value$110.2K (+$42.2K)
Filed 2026-11-04
Private Wealth Management Group, LLC
NEW
Shares3,925
Change+3,925
Value$109.7K
Filed 2026-10-19
Deutsche Bank Ag\
DECREASED
Shares3,920 from 10,345
Change-6,425 (-62%)
Value$109.6K (-$174.0K)
Filed 2026-11-06
Rakuten Securities, Inc.
DECREASED
Shares3,599 from 6,117
Change-2,518 (-41%)
Value$100.6K (-$67.0K)
Filed 2026-11-02
North Star Investment Management Corp.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$97.9K (+$1.9K)
Filed 2026-10-27
Salomon & Ludwin, LLC
UNCHANGED
Shares3,125 from 3,125
Change0 (0%)
Value$87.4K (+$1.7K)
Filed 2026-10-29
Aventus Investment Advisors, Inc.
INCREASED
Shares3,105 from 2,350
Change+755 (+32%)
Value$86.8K (+$22.4K)
Filed 2026-10-09
Mather Group, Llc.
DECREASED
Shares3,061 from 10,111
Change-7,050 (-70%)
Value$85.6K (-$191.6K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
NEW
Shares2,955
Change+2,955
Value$82.6K
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares2,865 from 2,865
Change0 (0%)
Value$80.1K (+$1.6K)
Filed 2026-11-02
Morling Financial Advisors, LLC
NEW
Shares2,800
Change+2,800
Value$78.3K
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$76.2K (+$1.5K)
Filed 2026-10-05
Essential Investment Partners LLC
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$73.4K (+$1.4K)
Filed 2026-10-27
IAG Wealth Partners, LLC
NEW
Shares2,600
Change+2,600
Value$72.7K
Filed 2026-11-06
Montag A & Associates Inc
UNCHANGED
Shares2,506 from 2,506
Change0 (0%)
Value$70.1K (+$1.4K)
Filed 2026-10-29
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares2,486 from 2,465
Change+21 (+1%)
Value$69.5K (+$1.9K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares2,453 from 2,506
Change-53 (-2%)
Value$68.6K (-$118)
Filed 2026-10-16
True Wealth Design, LLC
UNCHANGED
Shares2,410 from 2,410
Change0 (0%)
Value$67.4K (+$1.3K)
Filed 2026-10-13
Harbor Asset Planning, Inc.
INCREASED
Shares2,266 from 2,247
Change+19 (+1%)
Value$63.3K (+$1.8K)
Filed 2026-10-23
Tompkins Financial Corp
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$62.9K (+$1.2K)
Filed 2026-10-05
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$62.6K (+$1.2K)
Filed 2026-10-16
Compass Wealth Management LLC
NEW
Shares2,220
Change+2,220
Value$62.1K
Filed 2026-10-22
First Community Trust NA
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$60.8K (+$1.2K)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares2,076 from 116
Change+1,960 (+1690%)
Value$58.0K (+$54.9K)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares2,075 from 2,075
Change0 (0%)
Value$58.0K (+$1.1K)
Filed 2026-11-04
Yankcom Partnership
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$56.1K (+$1.1K)
Filed 2026-10-15
Roxbury Financial LLC
INCREASED
Shares1,805 from 1,797
Change+8 (+0%)
Value$50.5K (+$1.2K)
Filed 2026-10-01
Rossmore Private Capital
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$48.9K (+$962)
Filed 2026-10-27
Fortitude Family Office, LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$43.3K (+$852)
Filed 2026-10-14
Signaturefd, LLC
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$42.8K (+$842)
Filed 2026-10-23
Nfsg Corp
DECREASED
Shares1,400 from 1,469
Change-69 (-5%)
Value$39.1K (-$1.1K)
Filed 2026-10-15
Financial Management Professionals, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$35.0K (+$687)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$35.0K (+$687)
Filed 2026-10-21
Russell Investments Group, Ltd.
DECREASED
Shares1,172 from 1,310
Change-138 (-11%)
Value$32.8K (-$3.1K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
NEW
Shares1,170
Change+1,170
Value$32.7K
Filed 2026-10-27
MB, Levis & Associates, LLC
INCREASED
Shares1,158 from 1,148
Change+10 (+1%)
Value$32.4K (+$907)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$30.9K (+$608)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares1,065 from 1,364
Change-299 (-22%)
Value$29.8K (-$7.6K)
Filed 2026-10-28
Zions Bancorporation, National Association
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$29.4K (+$577)
Filed 2026-11-06
Community Bank, N.A.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$29.3K (+$577)
Filed 2026-11-06
First Command Advisory Services, Inc.
DECREASED
Shares938 from 1,950
Change-1,012 (-52%)
Value$26.2K (-$27.2K)
Filed 2026-11-05
Hanson & Doremus Investment Management
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$23 (+$1)
Filed 2026-10-16
Birch Financial Group, LLC
NEW
Shares812
Change+812
Value$22.7K
Filed 2026-10-27
Bear Mountain Capital, Inc.
INCREASED
Shares792 from 785
Change+7 (+1%)
Value$23.8K (+$2.1K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares785
Change+785
Value$21.9K
Filed 2026-11-04
Bullock Wealth Management Group
INCREASED
Shares773 from 767
Change+6 (+1%)
Value$21.6K (+$621)
Filed 2026-10-09
Gamma Investing LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$20.4K (+$402)
Filed 2026-10-08
Cape Investment Advisory, Inc.
INCREASED
Shares667 from 636
Change+31 (+5%)
Value$18.7K (+$1.2K)
Filed 2026-10-13
Wealth Analytics Partners, LLC
NEW
Shares623
Change+623
Value$17.4K
Filed 2026-10-19
Eukles Asset Management
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$15.8K (+$310)
Filed 2026-11-04
RHL Group, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$15.1K (+$518)
Filed 2026-11-04
Asset Dedication, LLC
INCREASED
Shares494 from 400
Change+94 (+24%)
Value$13.8K (+$2.8K)
Filed 2026-11-03
Gleason Group, Inc.
INCREASED
Shares490 from 486
Change+4 (+1%)
Value$13.7K (+$383)
Filed 2026-10-15
First Bancorp, Inc
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$13.6K (+$267)
Filed 2026-10-26
West Branch Capital LLC
NEW
Shares480
Change+480
Value$13.4K
Filed 2026-10-20
Hickory Point Bank & Trust
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$12.6K (+$247)
Filed 2026-10-01
City State Bank
NEW
Shares400
Change+400
Value$11.2K
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED
Shares398 from 395
Change+3 (+1%)
Value$12 (+$2)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares375
Change+375
Value$10.5K
Filed 2026-11-03
Reap Financial Group, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$10.5K (+$206)
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$10.5K (+$206)
Filed 2026-10-16
Lodestone Wealth Management LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$9.9K (+$195)
Filed 2026-10-14
Trifecta Capital Advisors, LLC
NEW
Shares350
Change+350
Value$9.8K
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$9.2K (+$181)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
INCREASED
Shares321 from 319
Change+2 (+1%)
Value$9.0K (+$252)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$8.9K (+$176)
Filed 2026-10-20
Versant Capital Management, Inc
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$8.1K (+$159)
Filed 2026-10-02
Pathway Financial Advisers, LLC
NEW
Shares280
Change+280
Value$7.8K
Filed 2026-10-27
Global Trust Asset Management, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$7.5K (+$148)
Filed 2026-10-19
Westside Investment Management, Inc.
DECREASED
Shares268 from 1,831
Change-1,563 (-85%)
Value$7.5K (-$42.7K)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares264
Change+264
Value$7.4K
Filed 2026-10-27
Madden Securities Corp
NEW
Shares250
Change+250
Value$7.0K
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$7.0K (+$137)
Filed 2026-10-16
Key Capital Management, Inc
NEW
Shares175
Change+175
Value$4.9K
Filed 2026-11-03
Avion Wealth
DECREASED
Shares160 from 1,036
Change-876 (-85%)
Value$4 (-$24)
Filed 2026-11-04
Grove Bank & Trust
DECREASED
Shares100 from 600
Change-500 (-83%)
Value$2.8K (-$13.7K)
Filed 2026-10-08
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.2K (+$44)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.1K (+$41)
Filed 2026-10-27
Signature Equity Partners, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$1.9K (+$38)
Filed 2026-10-29
Parkside Financial Bank & Trust
INCREASED
Shares56 from 55
Change+1 (+2%)
Value$1.6K (+$40)
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$1.5K (+$30)
Filed 2026-10-21
Hurley Capital, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$747 (+$21)
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares25
Change+25
Value$699
Filed 2026-10-23
McElhenny Sheffield Capital Management, LLC
CLOSED
Shares0 from 620,715
Change-620,715 (-100%)
Value$0 (-$17.0M)
Filed 2026-11-06
Virtue Capital Management, LLC
CLOSED
Shares0 from 241,147
Change-241,147 (-100%)
Value$0 (-$6.6M)
Filed 2026-10-29
Jefferies Financial Group Inc.
CLOSED
Shares0 from 98,704
Change-98,704 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-05
Verity Asset Management, Inc.
CLOSED
Shares0 from 71,523
Change-71,523 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-30
Citigroup Inc
CLOSED
Shares0 from 50,061
Change-50,061 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 39,336
Change-39,336 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-19
Sunesis Advisors, LLC
CLOSED
Shares0 from 39,295
Change-39,295 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
Philadelphia Trust Co
CLOSED
Shares0 from 32,085
Change-32,085 (-100%)
Value$0 (-$879.0K)
Filed 2026-11-05
Raleigh Capital Management Inc.
CLOSED
Shares0 from 27,420
Change-27,420 (-100%)
Value$0 (-$751.6K)
Filed 2026-10-28
Purewater Capital LLC
CLOSED
Shares0 from 20,345
Change-20,345 (-100%)
Value$0 (-$557.7K)
Filed 2026-10-23
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 19,196
Change-19,196 (-100%)
Value$0 (-$526.2K)
Filed 2026-10-14
Basso Capital Management, L.P.
CLOSED
Shares0 from 16,567
Change-16,567 (-100%)
Value$0 (-$454.1K)
Filed 2026-10-30
Central Valley Advisors, LLC
CLOSED
Shares0 from 15,157
Change-15,157 (-100%)
Value$0 (-$415.5K)
Filed 2026-10-27
Register Financial Advisors LLC
CLOSED
Shares0 from 10,321
Change-10,321 (-100%)
Value$0 (-$282.9K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 10,060
Change-10,060 (-100%)
Value$0 (-$275.8K)
Filed 2026-11-02
KPP Advisory Services LLC
CLOSED
Shares0 from 8,045
Change-8,045 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-26
KTF Investments, LLC
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-23
Live Oak Investment Partners
CLOSED
Shares0 from 7,370
Change-7,370 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 6,085
Change-6,085 (-100%)
Value$0 (-$166.8K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,865
Change-3,865 (-100%)
Value$0 (-$109.6K)
Filed 2026-10-16
First United Bank & Trust
CLOSED
Shares0 from 3,385
Change-3,385 (-100%)
Value$0 (-$92.8K)
Filed 2026-10-22
Salem Investment Counselors Inc
CLOSED
Shares0 from 3,165
Change-3,165 (-100%)
Value$0 (-$86.8K)
Filed 2026-10-13
Park National Corp
CLOSED
Shares0 from 2,175
Change-2,175 (-100%)
Value$0 (-$59.6K)
Filed 2026-10-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 2,083
Change-2,083 (-100%)
Value$0 (-$57.1K)
Filed 2026-10-26
Brick & Kyle, Associates
CLOSED
Shares0 from 1,653
Change-1,653 (-100%)
Value$0 (-$224.4K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 455
Change-455 (-100%)
Value$0 (-$12.5K)
Filed 2026-11-06
Brooklyn FI, LLC
CLOSED
Shares0 from 425
Change-425 (-100%)
Value$0 (-$12.0K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-15
SYM Financial Corp
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-26
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-23
Retirement Wealth Solutions LLC
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$6 (-$9)
Filed 2026-10-07
Bank of America Corp
N/A
Shares— from 20,579,379
Change-20,579,379 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 17,370,883
Change-17,370,883 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,979,758
Change-7,979,758 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,016,198
Change-7,016,198 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,638,509
Change-6,638,509 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,338,436
Change-6,338,436 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,282,053
Change-6,282,053 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,135,794
Change-6,135,794 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,529,592
Change-4,529,592 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,486,897
Change-4,486,897 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,542,948
Change-3,542,948 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,340,337
Change-3,340,337 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,147,076
Change-3,147,076 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,959,921
Change-2,959,921 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,535,010
Change-2,535,010 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,307,284
Change-2,307,284 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,145,662
Change-2,145,662 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,088,507
Change-2,088,507 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,050,948
Change-2,050,948 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,721,703
Change-1,721,703 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,490,723
Change-1,490,723 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,470,281
Change-1,470,281 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,377,900
Change-1,377,900 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,361,188
Change-1,361,188 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 1,203,858
Change-1,203,858 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,080,660
Change-1,080,660 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,016,944
Change-1,016,944 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 894,746
Change-894,746 (-100%)
Value—
Simmons Bank
N/A
Shares— from 872,596
Change-872,596 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 842,993
Change-842,993 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 799,575
Change-799,575 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 791,070
Change-791,070 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 692,567
Change-692,567 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 684,558
Change-684,558 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 632,009
Change-632,009 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 622,619
Change-622,619 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 608,957
Change-608,957 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 594,785
Change-594,785 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 532,000
Change-532,000 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 503,597
Change-503,597 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 498,717
Change-498,717 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 487,499
Change-487,499 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 480,585
Change-480,585 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 475,468
Change-475,468 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 461,508
Change-461,508 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 439,320
Change-439,320 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 402,591
Change-402,591 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 393,167
Change-393,167 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 376,569
Change-376,569 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 342,756
Change-342,756 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 336,832
Change-336,832 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 333,872
Change-333,872 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 323,140
Change-323,140 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 313,524
Change-313,524 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 304,531
Change-304,531 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 304,349
Change-304,349 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 299,888
Change-299,888 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 298,144
Change-298,144 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 296,320
Change-296,320 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 284,502
Change-284,502 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 281,487
Change-281,487 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 265,075
Change-265,075 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 255,394
Change-255,394 (-100%)
Value—
&partners
N/A
Shares— from 253,401
Change-253,401 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 252,467
Change-252,467 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 240,773
Change-240,773 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 228,901
Change-228,901 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 216,393
Change-216,393 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 211,757
Change-211,757 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 208,811
Change-208,811 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 193,560
Change-193,560 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 189,809
Change-189,809 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 188,695
Change-188,695 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 188,590
Change-188,590 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 188,448
Change-188,448 (-100%)
Value—
Blair William & Co
N/A
Shares— from 184,444
Change-184,444 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 177,235
Change-177,235 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 175,483
Change-175,483 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 160,794
Change-160,794 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 155,283
Change-155,283 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 151,254
Change-151,254 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 143,326
Change-143,326 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 140,342
Change-140,342 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 137,445
Change-137,445 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 134,695
Change-134,695 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 132,302
Change-132,302 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 125,875
Change-125,875 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 125,003
Change-125,003 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 120,556
Change-120,556 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 119,144
Change-119,144 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 117,358
Change-117,358 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 105,698
Change-105,698 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 105,170
Change-105,170 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 101,589
Change-101,589 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 101,266
Change-101,266 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 100,915
Change-100,915 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 99,085
Change-99,085 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 96,758
Change-96,758 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 95,580
Change-95,580 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 94,810
Change-94,810 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 92,907
Change-92,907 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 92,653
Change-92,653 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 91,490
Change-91,490 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 90,304
Change-90,304 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 89,134
Change-89,134 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 89,015
Change-89,015 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 88,354
Change-88,354 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 86,690
Change-86,690 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 86,195
Change-86,195 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 86,061
Change-86,061 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 84,338
Change-84,338 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 84,000
Change-84,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 83,497
Change-83,497 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 83,065
Change-83,065 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 82,665
Change-82,665 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 81,234
Change-81,234 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 77,332
Change-77,332 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 76,705
Change-76,705 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 76,633
Change-76,633 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 75,078
Change-75,078 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 74,185
Change-74,185 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 72,265
Change-72,265 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 72,251
Change-72,251 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 69,566
Change-69,566 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 66,711
Change-66,711 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 66,471
Change-66,471 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 66,165
Change-66,165 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 65,507
Change-65,507 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 64,780
Change-64,780 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 64,757
Change-64,757 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 63,838
Change-63,838 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 63,605
Change-63,605 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 63,300
Change-63,300 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 62,940
Change-62,940 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 61,677
Change-61,677 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 61,365
Change-61,365 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 61,189
Change-61,189 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 60,152
Change-60,152 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 59,889
Change-59,889 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 59,045
Change-59,045 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 58,990
Change-58,990 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 58,960
Change-58,960 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 58,144
Change-58,144 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 57,825
Change-57,825 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 56,111
Change-56,111 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 55,683
Change-55,683 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 55,349
Change-55,349 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 55,276
Change-55,276 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 55,261
Change-55,261 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 54,133
Change-54,133 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 50,385
Change-50,385 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 48,334
Change-48,334 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 48,100
Change-48,100 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 47,889
Change-47,889 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 47,161
Change-47,161 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,609
Change-45,609 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 42,920
Change-42,920 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 41,382
Change-41,382 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 39,824
Change-39,824 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 39,497
Change-39,497 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 39,488
Change-39,488 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 39,235
Change-39,235 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 38,627
Change-38,627 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 37,710
Change-37,710 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 37,700
Change-37,700 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 37,465
Change-37,465 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 37,290
Change-37,290 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 36,392
Change-36,392 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 35,845
Change-35,845 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 35,735
Change-35,735 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 34,840
Change-34,840 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 34,446
Change-34,446 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 34,181
Change-34,181 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 32,980
Change-32,980 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 32,374
Change-32,374 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 32,220
Change-32,220 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 31,940
Change-31,940 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 31,690
Change-31,690 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 31,195
Change-31,195 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 31,172
Change-31,172 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 31,044
Change-31,044 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 30,655
Change-30,655 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 30,207
Change-30,207 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 29,891
Change-29,891 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 29,483
Change-29,483 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 29,375
Change-29,375 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 28,965
Change-28,965 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 28,645
Change-28,645 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 28,094
Change-28,094 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 27,903
Change-27,903 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 27,861
Change-27,861 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,821
Change-26,821 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 25,742
Change-25,742 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 25,638
Change-25,638 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 25,078
Change-25,078 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 24,880
Change-24,880 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 24,687
Change-24,687 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 23,955
Change-23,955 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 23,555
Change-23,555 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 23,395
Change-23,395 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 23,276
Change-23,276 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 23,235
Change-23,235 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 22,200
Change-22,200 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 22,189
Change-22,189 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 21,670
Change-21,670 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 21,610
Change-21,610 (-100%)
Value—
Invst, LLC
N/A
Shares— from 21,367
Change-21,367 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 20,931
Change-20,931 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 20,663
Change-20,663 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 20,384
Change-20,384 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 20,276
Change-20,276 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 20,055
Change-20,055 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 20,025
Change-20,025 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 19,920
Change-19,920 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 19,557
Change-19,557 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 19,545
Change-19,545 (-100%)
Value—
Stephens Inc
N/A
Shares— from 19,490
Change-19,490 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 18,868
Change-18,868 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 18,295
Change-18,295 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 17,762
Change-17,762 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 17,730
Change-17,730 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 17,635
Change-17,635 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 17,480
Change-17,480 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 17,475
Change-17,475 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 17,311
Change-17,311 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 17,275
Change-17,275 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 17,041
Change-17,041 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 16,750
Change-16,750 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 16,036
Change-16,036 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 15,995
Change-15,995 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 15,953
Change-15,953 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 15,770
Change-15,770 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 15,720
Change-15,720 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,659
Change-15,659 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 15,532
Change-15,532 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 15,289
Change-15,289 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 15,252
Change-15,252 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 15,214
Change-15,214 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 15,067
Change-15,067 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 14,570
Change-14,570 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 14,338
Change-14,338 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 14,221
Change-14,221 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 14,025
Change-14,025 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,987
Change-13,987 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 13,775
Change-13,775 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 13,755
Change-13,755 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,489
Change-13,489 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 13,445
Change-13,445 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 13,339
Change-13,339 (-100%)
Value—
EFG International AG
N/A
Shares— from 13,170
Change-13,170 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 13,156
Change-13,156 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 12,040
Change-12,040 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,908
Change-11,908 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,765
Change-11,765 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 11,479
Change-11,479 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 11,325
Change-11,325 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 11,210
Change-11,210 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 10,685
Change-10,685 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 10,165
Change-10,165 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 10,013
Change-10,013 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 10,007
Change-10,007 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 10,002
Change-10,002 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,970
Change-9,970 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,640
Change-9,640 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,638
Change-9,638 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 9,402
Change-9,402 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9,373
Change-9,373 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 9,271
Change-9,271 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 9,190
Change-9,190 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,123
Change-9,123 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 8,950
Change-8,950 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 8,886
Change-8,886 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,875
Change-8,875 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,875
Change-8,875 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 8,780
Change-8,780 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 8,718
Change-8,718 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,533
Change-8,533 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,325
Change-8,325 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,245
Change-8,245 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,855
Change-7,855 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,785
Change-7,785 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,686
Change-6,686 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 5,767
Change-5,767 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 900
Change-900 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 560
Change-560 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 460
Change-460 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 260
Change-260 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 155
Change-155 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 95
Change-95 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED18,820,85516,884,985+1,935,870+11%$462.8M$526.2M+$63.4M2026-11-06
Truist Financial Corp
INCREASED3,487,1612,883,622+603,539+21%$79.0M$97.5M+$18.5M2026-10-30
Securian Asset Management, Inc
DECREASED3,455,0103,569,010-114,000-3%$100.8M$96.6M-$4.2M2026-11-06
Assetmark, Inc
INCREASED2,935,214170,098+2,765,116+1626%$4.7M$82.1M+$77.4M2026-10-21
Commonwealth Equity Services, LLC
DECREASED2,772,1303,178,190-406,060-13%$87.1M$77.5M-$9.6M2026-11-02
Townsend & Associates, Inc
INCREASED1,313,4641,311,868+1,596+0%$37.0M$39.5M+$2.5M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED1,244,4041,151,334+93,070+8%$31.9M$35.9M+$4.0M2026-10-13
SBI Securities Co., Ltd.
INCREASED1,203,0421,180,822+22,220+2%$32.4M$33.6M+$1.3M2026-10-22
Kestra Advisory Services, LLC
INCREASED1,144,4011,101,619+42,782+4%$30.2M$32.0M+$1.8M2026-11-02
IFP Advisors, Inc
DECREASED1,128,0771,219,092-91,015-7%$33.4M$31.5M-$1.9M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED979,648992,912-13,264-1%$27.2M$27.4K-$27.2M2026-11-02
Vaughan & Co Securities, Inc.
INCREASED919,563910,132+9,431+1%$24.9M$25.7M+$764.3K2026-10-23
Atwater Malick LLC
INCREASED869,137860,904+8,233+1%$23.6M$24.3M+$703.7K2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED852,520845,826+6,694+1%$23.2M$23.8M+$652.4K2026-11-04
Sweeney & Michel, LLC
INCREASED850,743836,134+14,609+2%$24.1M$23.8M-$277.2K2026-10-16
HB Wealth Management, LLC
INCREASED836,721819,098+17,623+2%$22.5M$23.4M+$943.2K2026-10-23
Fifth Third Bancorp
DECREASED822,977826,398-3,4210%$22.7M$23.0M+$358.8K2026-11-05
Creative Planning
INCREASED795,921765,835+30,086+4%$21.0M$22.3M+$1.3M2026-11-02
Lantz Financial LLC
INCREASED587,922585,336+2,586+0%$16.0M$16.4M+$394.2K2026-10-15
Adirondack Capital Advisors, LLC
DECREASED569,916570,043-1270%$15.6M$15.9M+$310.0K2026-10-09
Atria Investments, Inc
INCREASED534,277475,848+58,429+12%$13.0M$14.9M+$1.9M2026-10-15
Courier Capital LLC
INCREASED507,268477,335+29,933+6%$13.1M$14.2M+$1.1M2026-10-19
Merit Financial Group, LLC
INCREASED502,866106,815+396,051+371%$2.9M$14.1M+$11.1M2026-11-06
SteelPeak Wealth, LLC
NEW489,165—+489,165——$13.7M—2026-10-16
Global Strategic Investment Solutions, LLC
DECREASED471,604479,931-8,327-2%$13.2M$13.2M+$31.1K2026-10-16
NTV Asset Management LLC
INCREASED462,513458,277+4,236+1%$12.6M$12.9M+$370.5K2026-10-23
Lido Advisors, LLC
INCREASED446,731410,680+36,051+9%$11.3M$12.5M+$1.2M2026-11-04
Beaumont Financial Advisors, LLC
INCREASED377,816374,778+3,038+1%$10.3M$10.6M+$291.1K2026-10-22
Base Wealth Management LLC
DECREASED368,692380,207-11,515-3%$10.4M$10.3M-$112.8K2026-10-21
Financial Perspectives, Inc
DECREASED366,696374,187-7,491-2%$10.3M$10.3M-$3.7K2026-11-03
Maltin Wealth Management, Inc.
INCREASED366,379349,061+17,318+5%$9.6M$10.2M+$676.2K2026-10-13
Farther Finance Advisors, LLC
INCREASED359,838293,870+65,968+22%$8.1M$10.1M+$2.0M2026-10-08
Regions Financial Corp
INCREASED357,835336,191+21,644+6%$9.2M$10.0M+$790.1K2026-11-05
Foundry Financial Group, Inc.
INCREASED357,034254,210+102,824+40%$7.0M$10.0M+$3.0M2026-10-28
Davenport & Co LLC
INCREASED298,205285,061+13,144+5%$7.8M$8.3M+$524.3K2026-10-14
Cowa, LLC
INCREASED294,097287,720+6,377+2%$7.9M$8.2M+$336.6K2026-10-30
Gray Private Wealth, LLC
INCREASED285,219278,649+6,570+2%$7.6M$8.0M+$337.0K2026-10-28
Sigma Planning Corp
INCREASED280,978279,010+1,968+1%$7.6M$7.9M+$208.5K2026-10-23
Old National Bancorp
DECREASED273,264273,540-2760%$7.5M$7.6M+$142.7K2026-10-20
PNC Financial Services Group, Inc.
DECREASED266,612269,724-3,112-1%$7.4M$7.5M+$61.3K2026-11-06
Chatham Capital Group, Inc.
INCREASED265,745237,590+28,155+12%$6.5M$7.4M+$917.9K2026-10-16
Advisor OS, LLC
DECREASED253,012259,472-6,460-2%$7.1M$7.1M-$37.9K2026-11-03
Members Capital Advisors Inc
UNCHANGED248,675248,67500%$6.8M$7.0M+$136.8K2026-10-26
Citizens Financial Group Inc
DECREASED245,528260,006-14,478-6%$7.1M$6.9M-$261.8K2026-10-23
Regatta Capital Group, LLC
INCREASED238,870193,852+45,018+23%$5.3M$6.7M+$1.4M2026-10-23
Paller Financial Services Inc
INCREASED238,532230,773+7,759+3%$6.3M$6.7M+$343.9K2026-10-13
Aureum Wealth Management, LLC
INCREASED237,478223,474+14,004+6%$6.1M$6.6M+$514.5K2026-10-15
Cornerstone Planning, LLC
INCREASED220,737219,625+1,112+1%$6.0M$6.1M+$61.4K2026-10-27
Capital Advisors, Ltd. LLC
INCREASED219,514213,758+5,756+3%$5.9K$6.1K+$2792026-10-27
JB Capital LLC
INCREASED217,269204,080+13,189+6%$5.6M$6.1M+$481.0K2026-10-19
Embree Financial Group
INCREASED203,622201,347+2,275+1%$5.5M$5.7M+$174.4K2026-10-22
Farrow Financial, Inc.
DECREASED197,156198,603-1,447-1%$5.4M$5.5M+$68.8K2026-10-30
AtlasMark Financial, Inc
INCREASED193,975186,551+7,424+4%$5.1M$5.4M+$310.2K2026-10-13
Bernardo Wealth Planning LLC
INCREASED192,61897,153+95,465+98%$2.7M$5.4M+$2.7M2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
DECREASED187,712197,526-9,814-5%$5.4M$5.2M-$165.8K2026-11-02
Strategic Family Wealth Counselors, L.L.C.
DECREASED184,990187,624-2,634-1%$5.1M$5.2M+$29.6K2026-10-29
Independent Solutions Wealth Management, LLC
INCREASED183,190156,463+26,727+17%$4.3M$5.1M+$833.3K2026-10-28
Brandywine OAK Private Wealth LLC
DECREASED180,287183,493-3,206-2%$5.0M$5.0M+$11.3K2026-10-23
Flagship Harbor Advisors, LLC
DECREASED175,451182,284-6,833-4%$5.0M$4.9M-$90.8K2026-10-26
Godsey & Gibb, Inc
INCREASED172,368169,863+2,505+1%$4.7M$4.8M+$163.4K2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED172,201162,111+10,090+6%$4.4M$4.8M+$371.3K2026-10-09
American Financial & TAX Strategies Inc
DECREASED167,196167,400-2040%$4.6M$4.7M+$86.4K2026-10-16
Shulman DeMeo Asset Management LLC
DECREASED160,037163,436-3,399-2%$4.5M$4.5M+$25.3K2026-10-09
Allworth Financial LP
INCREASED158,194148,186+10,008+7%$4.1M$4.3M+$274.3K2026-11-06
Keystone Financial Planning, Inc.
INCREASED156,55494,568+61,986+66%$2.6M$4.4M+$1.8M2026-10-08
J.W. Cole Advisors, Inc.
INCREASED151,660145,863+5,797+4%$4.0M$4.2M+$242.3K2026-11-05
Thrivent Financial for Lutherans
DECREASED150,186155,363-5,177-3%$4.3M$4.2M-$61.0K2026-11-05
Wolff Financial Management LLC
DECREASED147,959159,370-11,411-7%$4.4M$4.1M-$231.4K2026-10-23
Allen Investment Management, LLC
UNCHANGED145,975145,97500%$4.0M$4.1M+$80.3K2026-11-03
Gallagher Capital Advisors, LLC
INCREASED145,730145,302+428+0%$4.0M$4.1M+$91.9K2026-10-09
D.A. Davidson & Co.
INCREASED143,313138,897+4,416+3%$3.8M$4.0M+$199.9K2026-10-28
Atlas Private Wealth Advisors
INCREASED139,43999,878+39,561+40%$2.7M$3.9M+$1.2M2026-10-23
Diversify Wealth Management, LLC
INCREASED138,365124,327+14,038+11%$3.6M$4.1M+$522.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED138,365124,327+14,038+11%$3.6M$4.1M+$522.4K2026-10-20
Nottingham Advisors, Inc.
INCREASED136,10344,561+91,542+205%$3.8M$3.8M+$74.2K2026-10-29
High Point Wealth Management, LLC
INCREASED135,520130,155+5,365+4%$3.6M$3.8M+$221.6K2026-11-05
J2 Capital Management Inc
DECREASED132,169159,275-27,106-17%$4.4M$3.7M-$670.3K2026-10-19
Beacon Financial Group
INCREASED127,894126,975+919+1%$3.5M$3.6M+$95.5K2026-10-19
Burke & Herbert Bank & Trust Co
DECREASED125,800126,555-755-1%$3.5M$3.5M+$48.5K2026-11-02
Connecticut Wealth Management, LLC
DECREASED125,092148,025-22,933-15%$4.1M$3.5M-$559.8K2026-10-13
Park Avenue Securities LLC
INCREASED125,033114,327+10,706+9%$3.1M$3.5K-$3.1M2026-10-26
Valeo Financial Advisors, LLC
DECREASED122,528122,830-3020%$3.4M$3.4M+$59.1K2026-10-08
Investment Research Partners LLC
DECREASED121,442122,482-1,040-1%$3.4M$3.4M+$38.3K2026-10-19
GSG Advisors LLC
INCREASED119,440113,825+5,615+5%$3.1M$3.3M+$219.6K2026-11-03
Auto-Owners Insurance Co
UNCHANGED119,000119,00000%$3.3M$3.3M+$65.5K2026-10-15
1900 Wealth Management LLC
INCREASED118,814106,530+12,284+12%$2.9M$3.3M+$402.0K2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED117,76745,186+72,581+161%$1.2M$3.3M+$2.1M2026-10-16
CRA Financial Services, LLC
DECREASED117,751120,651-2,900-2%$3.3M$3.3M-$14.7K2026-10-16
High Net Worth Advisory Group LLC
INCREASED117,022111,976+5,046+5%$3.1M$3.3M+$202.7K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED115,72689,609+26,117+29%$2.5M$3.2M+$779.5K2026-10-16
Capital Squared Financial LLC
INCREASED114,988104,916+10,072+10%$2.9M$3.2M+$339.3K2026-10-30
Broussard Financial Group LLC
INCREASED113,29694,829+18,467+19%$2.6M$3.2M+$568.5K2026-10-26
Gerald Baker Financial Group LLC
INCREASED113,144111,092+2,052+2%$3.0M$3.2M+$118.5K2026-10-09
Integrity Alliance, Llc.
INCREASED111,00176,921+34,080+44%$2.1M$3.1M+$995.2K2026-10-29
Ironwood Financial, llc
INCREASED110,657106,403+4,254+4%$3.0M$3.1M+$122.1K2026-10-20
Csenge Advisory Group
INCREASED108,90299,529+9,373+9%$2.7M$3.0M+$316.8K2026-11-04
FC Advisory LLC
INCREASED107,807107,781+26+0%$3.0M$3.0M+$60.0K2026-10-05
Shrier Wealth Management, LLC
INCREASED106,01696,107+9,909+10%$2.6M$3.0M+$329.9K2026-10-20
Calamos Wealth Management LLC
DECREASED104,760106,225-1,465-1%$2.9M$2.9M+$17.5K2026-11-02
Soltis Investment Advisors LLC
INCREASED104,44335,752+68,691+192%$980.0K$2.9M+$1.9M2026-10-28
American State Bank (Iowa)
DECREASED104,285105,028-743-1%$2.9M$2.9M+$37.0K2026-11-03
Morton Brown Family Wealth, LLC
DECREASED104,066107,643-3,577-3%$3.0M$2.9M-$40.8K2026-10-23
Formidable Asset Management, LLC
INCREASED101,58720,444+81,143+397%$2.8M$2.8M+$9.9K2026-11-03
Ashton Thomas Securities, LLC
NEW99,025—+99,025——$2.8M—2026-10-26
Indivisible Partners
DECREASED96,441102,237-5,796-6%$2.8M$2.7M-$105.8K2026-10-26
Ridgecrest Wealth Partners, LLC
INCREASED96,32895,357+971+1%$2.6M$2.7M+$79.6K2026-10-19
Legacy Wealth Partners, LLC
NEW96,107—+96,107——$2.7M—2026-10-15
Klingman & Associates, LLC
DECREASED95,928100,967-5,039-5%$2.8M$2.7M-$85.4K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED92,54691,477+1,069+1%$2.5M$2.6M+$80.2K2026-10-22
TruNorth Capital Management, LLC
UNCHANGED92,43592,43500%$2.5M$2.6M+$50.8K2026-10-14
Norden Group LLC
DECREASED92,00597,665-5,660-6%$2.7M$2.6M-$104.5K2026-10-20
Sowell Financial Services LLC
INCREASED91,68691,501+185+0%$2.5M$2.6M+$55.5K2026-10-23
Apex Wealth Management, LLC
INCREASED87,48186,747+734+1%$2.4M$2.4M+$68.2K2026-10-20
Valmark Advisers, Inc.
DECREASED85,63997,997-12,358-13%$2.7M$2.4M-$291.6K2026-11-06
Ellis Investment Partners, LLC
DECREASED85,29992,478-7,179-8%$2.5M$2.4M-$149.9K2026-10-21
King Luther Capital Management Corp
INCREASED84,60883,889+719+1%$2.3M$2.4M+$66.3K2026-11-05
Choreo, LLC
DECREASED84,44885,021-573-1%$2.3M$2.4M+$30.7K2026-10-28
Chicago Partners Investment Group LLC
INCREASED83,87383,336+537+1%$2.4M$2.6M+$184.7K2026-10-27
Concord Wealth Partners
DECREASED83,67587,377-3,702-4%$2.4M$2.3M-$55.4K2026-11-02
S&A Financial Services, Inc.
INCREASED83,30978,203+5,106+7%$2.1M$2.3M+$185.8K2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED82,87582,87500%$2.3M$2.3M+$45.6K2026-10-14
Sowa Financial Group, Inc.
DECREASED81,13989,118-7,979-9%$2.4M$2.3K-$2.4M2026-10-26
Targeted Financial Services LLC
UNCHANGED80,99580,99500%$2.2M$2.3M+$44.5K2026-10-19
Woodstock Corp
UNCHANGED80,90080,90000%$2.2M$2.3M+$44.5K2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED80,66380,241+422+1%$2.2M$2.3M+$56.0K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED78,33078,002+328+0%$2.1M$2.2M+$52.1K2026-10-23
Harbor Investment Advisory, LLC
INCREASED77,71776,627+1,090+1%$2.1M$2.2M+$72.6K2026-10-13
Independent Wealth Advisors LLC
INCREASED74,49461,449+13,045+21%$1.7M$2.1M+$398.5K2026-10-27
MCF Advisors LLC
DECREASED74,24782,131-7,884-10%$2.3M$2.1M-$175.3K2026-10-28
AMG National Trust Bank
DECREASED73,78681,541-7,755-10%$2.2M$2.1M-$172.0K2026-11-05
Cooper Financial Group
DECREASED73,72573,773-480%$2.0M$2.1M+$39.2K2026-10-07
RDA Financial Network
INCREASED73,55269,838+3,714+5%$1.9M$2.1M+$142.3K2026-10-15
Collective Family Office LLC
INCREASED72,36567,650+4,715+7%$1.9M$2.0M+$169.0K2026-10-05
BIP Wealth, LLC
NEW71,343—+71,343——$2.0M—2026-10-22
StoneX Group Inc.
DECREASED70,94379,220-8,277-10%$2.2M$2.0M-$186.4K2026-11-03
Patriot Investment Management Group, Inc.
INCREASED69,30563,925+5,380+8%$1.8M$1.9M+$185.6K2026-10-15
Level Four Advisory Services, LLC
INCREASED68,95867,676+1,282+2%$1.9M$1.9M+$73.1K2026-11-06
Rakuten Investment Management, Inc.
DECREASED68,63074,410-5,780-8%$2.1M$1.9M-$126.4K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED68,51964,136+4,383+7%$1.8M$1.9M+$157.8K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED67,59168,616-1,025-1%$1.9M$1.9M+$9.1K2026-11-06
ProVise Management Group, LLC
DECREASED67,57970,013-2,434-3%$1.9M$1.9M-$29.5K2026-11-06
Straight Path Wealth Management
INCREASED66,99262,143+4,849+8%$1.7M$1.9M+$169.7K2026-10-23
Decker Retirement Planning Inc.
DECREASED66,44967,029-580-1%$1.8M$1.9M+$20.7K2026-10-19
Avail Investment Partners, LLC
DECREASED65,17266,424-1,252-2%$1.8M$1.8M+$1.5K2026-10-16
Cornerstone Advisors Asset Management, LLC
DECREASED61,28562,438-1,153-2%$1.7M$1.7M+$2.1K2026-11-06
Invested Advisors
INCREASED61,16060,948+212+0%$1.7M$1.7M+$39.4K2026-10-23
Fifth Third Securities, Inc.
INCREASED60,25356,755+3,498+6%$1.6M$1.7M+$129.0K2026-10-21
Balefire, LLC
NEW59,251—+59,251——$1.7M—2026-10-09
KOM Wealth Management Group, LLC
DECREASED58,48091,188-32,708-36%$2.5M$1.6M-$864.4K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED58,38538,350+20,035+52%$1.1M$1.6M+$581.3K2026-10-30
Parallel Advisors, LLC
INCREASED56,55356,551+20%$1.6M$1.6M+$31.2K2026-11-03
Sunbeam Capital Management, LLC
INCREASED55,93443,229+12,705+29%$1.2M$1.6M+$379.0K2026-11-05
CoreCap Advisors, LLC
DECREASED55,87156,087-2160%$1.5M$1.6M+$24.8K2026-10-08
Krilogy Financial LLC
INCREASED55,18354,053+1,130+2%$1.5M$1.6M+$122.6K2026-10-13
Bauman Advisory Group, LLC
DECREASED54,30362,313-8,010-13%$1.7M$1.5M-$189.7K2026-10-29
Cove Private Wealth, LLC
INCREASED53,55546,095+7,460+16%$1.3M$1.5M+$233.9K2026-10-28
180 Wealth Advisors, LLC
DECREASED52,72654,616-1,890-3%$1.5M$1.5M-$22.8K2026-11-03
Clifford Swan Investment Counsel LLC
UNCHANGED52,61552,61500%$1.4M$1.5M+$28.9K2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED52,20150,421+1,780+4%$1.4M$1.5M+$77.5K2026-10-19
Cora Capital Advisors LLC
DECREASED50,90053,971-3,071-6%$1.5M$1.4M-$56.2K2026-11-02
Avestar Capital, LLC
UNCHANGED50,00050,00000%$1.4M$1.4M+$27.5K2026-10-28
Hohimer Wealth Management, LLC
INCREASED49,91147,868+2,043+4%$1.3M$1.4M+$83.4K2026-11-04
Integrated Advisors Network LLC
INCREASED49,35443,862+5,492+13%$1.2M$1.4M+$177.7K2026-10-20
Patten Group, Inc.
DECREASED48,67349,400-727-1%$1.4M$1.4M+$6.8K2026-10-26
MV Capital Management, Inc.
INCREASED48,47046,521+1,949+4%$1.3M$1.4M+$80.1K2026-10-29
US Bancorp \de\
INCREASED48,35037,062+11,288+30%$1.0M$1.4M+$336.0K2026-11-05
Quadcap Wealth Management, LLC
DECREASED48,35051,507-3,157-6%$1.4M$1.4M-$59.9K2026-11-02
Beacon Bank & Trust
DECREASED47,71552,660-4,945-9%$1.4M$1.3M-$109.3K2026-10-27
Triad Wealth Partners, LLC
DECREASED47,59753,817-6,220-12%$1.5M$1.3M-$210.5K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED47,18339,456+7,727+20%$1.1M$1.3M+$237.7K2026-11-04
Parsons Capital Management Inc
INCREASED47,18045,050+2,130+5%$1.2M$1.3M+$84.3K2026-10-28
Investment Partners, Ltd.
INCREASED46,36124,516+21,845+89%$672.0K$1.3M+$624.3K2026-10-29
ADG Wealth Management Group, LLC
INCREASED46,24645,039+1,207+3%$1.2M$1.3M+$58.5K2026-10-23
Archer Investment Corp
INCREASED46,12646,118+8+0%$1.3M$1.3M+$25.6K2026-11-05
Cresta Advisors, Ltd.
INCREASED45,52439,053+6,471+17%$1.1M$1.3M+$202.4K2026-10-14
Weaver Consulting Group
DECREASED45,47347,228-1,755-4%$1.3M$1.3M-$23.1K2026-10-07
Claro Advisors Inc.
INCREASED45,29043,670+1,620+4%$1.2M$1.3M+$69.3K2026-11-02
KFA Private Wealth Group, LLC
DECREASED43,79644,146-350-1%$1.2M$1.2M+$14.5K2026-10-07
Walkner Condon Financial Advisors LLC
DECREASED43,63548,590-4,955-10%$1.3M$1.2M-$111.8K2026-11-02
Noble Family Wealth, LLC
INCREASED42,31141,975+336+1%$1.2M$1.2M+$32.5K2026-10-26
Nations Financial Group Inc,
DECREASED42,208118,065-75,857-64%$3.2M$1.2M-$2.1M2026-11-05
Caldwell Trust Co
UNCHANGED42,12542,12500%$1.2M$1.2M+$23.2K2026-10-30
Planning Strategies Inc.
DECREASED41,81542,918-1,103-3%$1.2M$1.2M-$7.2K2026-10-02
Independent Financial Group, LLC
DECREASED41,75141,774-230%$1.1M$1.2M+$22.3K2026-10-13
Vise Technologies, Inc.
INCREASED41,36735,178+6,189+18%$964.2K$1.2M+$192.4K2026-10-29
First Heartland Consultants, Inc.
DECREASED40,83242,143-1,311-3%$1.2M$1.1M-$13.5K2026-10-08
Algorithmic Investment Models, LLC
NEW40,611—+40,611——$1.1M—2026-11-04
Romano Brothers and Company
UNCHANGED40,32540,32500%$1.1M$1.1M+$22.2K2026-10-22
Sage Financial Group Inc
UNCHANGED40,10640,10600%$1.1M$1.1M+$22.1K2026-10-27
Genesis Private Wealth, LLC
UNCHANGED39,68539,68500%$1.1M$1.1M+$21.8K2026-11-02
Flagstar Securities, Inc
INCREASED39,47826,415+13,063+49%$724.0K$1.1M+$379.8K2026-10-15
LongView Wealth Management
INCREASED39,46239,380+82+0%$1.1M$1.1M+$23.9K2026-10-19
TD Waterhouse Canada Inc.
INCREASED39,45038,460+990+3%$1.1M$1.1M+$49.3K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED39,32633,086+6,240+19%$906.9K$1.1M+$192.7K2026-10-22
Mission Wealth Management, LP
DECREASED39,27245,030-5,758-13%$1.2M$1.1M-$136.2K2026-10-15
NBT Bank, N.A.
DECREASED39,11540,790-1,675-4%$1.1M$1.1M-$24.4K2026-10-21
Pinnacle Associates LTD
DECREASED38,12038,495-375-1%$1.1M$1.1M+$10.7K2026-10-20
Lakeshore Capital Group, Inc.
DECREASED38,07241,247-3,175-8%$1.1M$1.1M-$66.1K2026-10-20
Apollon Financial, LLC
INCREASED36,90034,700+2,200+6%$951.1K$1.0M+$80.6K2026-10-23
JSF Financial, LLC
INCREASED36,19835,899+299+1%$984.0K$1.0M+$28.1K2026-10-22
Collaborative Wealth Managment Inc.
DECREASED35,99836,305-307-1%$995.1K$1.0M+$11.4K2026-11-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED35,34535,34500%$968.8K$988.2K+$19.4K2026-10-27
Patten & Patten Inc
INCREASED35,29535,045+250+1%$960.6K$986.9K+$26.3K2026-10-26
Albion Financial Group
DECREASED35,02535,643-618-2%$977.0K$979.3K+$2.3K2026-10-21
Jacobi Capital Management LLC
INCREASED34,86832,930+1,938+6%$902.6K$974.9K+$72.3K2026-11-05
Kathmere Capital Management, LLC
UNCHANGED34,63034,63000%$949.2K$968.3K+$19.0K2026-10-20
Aspiriant, LLC
INCREASED34,44933,701+748+2%$923.7K$963.2K+$39.5K2026-10-16
Dudley Capital Management, LLC
DECREASED34,04334,544-501-1%$946.8K$951.9K+$5.0K2026-10-23
CFS Investment Advisory Services, LLC
INCREASED33,94433,550+394+1%$940.7K$962.7K+$21.9K2026-10-19
Amplius Wealth Advisors, LLC
UNCHANGED33,37033,37000%$914.7K$933.0K+$18.4K2026-10-20
Investment Partners Asset Management, Inc.
INCREASED33,12930,429+2,700+9%$834.1K$926.3K+$92.2K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED32,83815,662+17,176+110%$429.3K$918.2K+$488.9K2026-10-29
Apollon Wealth Management, LLC
INCREASED32,73717,185+15,552+91%$471.0K$915.3K+$444.3K2026-10-23
Prospera Financial Services Inc
DECREASED32,69045,281-12,591-28%$1.2M$1.0M-$226.5K2026-11-04
Climber Capital SA
UNCHANGED32,50032,50000%$889.1K$861.6K-$27.5K2026-10-20
First American Bank
INCREASED32,40015,750+16,650+106%$431.7K$905.9K+$474.2K2026-10-27
Perigon Wealth Management, LLC
INCREASED32,3179,435+22,882+243%$258.6K$903.6K+$645.0K2026-10-22
Private Trust Co NA
INCREASED31,29030,358+932+3%$832.1K$874.9K+$42.8K2026-10-20
Vicus Capital
DECREASED30,87231,084-212-1%$852.0K$863.2K+$11.1K2026-11-05
WealthBridge Capital Management, LLC
DECREASED30,78536,950-6,165-17%$1.0M$860.8K-$152.0K2026-10-16
MGO One Seven LLC
DECREASED30,69937,628-6,929-18%$1.0M$858.3K-$173.0K2026-10-28
Milestone Asset Management Group, LLC
INCREASED30,55028,891+1,659+6%$791.9K$854.2K+$62.3K2026-10-20
PPS&V Asset Management Consultants, Inc.
INCREASED30,39129,011+1,380+5%$795.2K$849.7K+$54.5K2026-10-06
Human Investing LLC
UNCHANGED30,36630,36600%$832.3K$849.0K+$16.7K2026-10-19
Beam Wealth Advisors, Inc.
DECREASED29,95431,246-1,292-4%$856.5K$837.5K-$18.9K2026-11-03
Clearstead Advisors, LLC
DECREASED29,49029,925-435-1%$820.2K$824.5K+$4.3K2026-11-06
Black Diamond Financial, LLC
UNCHANGED29,32529,32500%$803.8K$819.9K+$16.1K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED29,25331,948-2,695-8%$875.7K$818.4K-$57.3K2026-11-05
Advus Financial Partners, LLC
DECREASED28,99439,311-10,317-26%$1.1M$810.7K-$266.8K2026-10-20
Wedbush Securities Inc
INCREASED28,81026,749+2,061+8%$733.0K$806-$732.2K2026-10-22
Axxcess Wealth Management, LLC
DECREASED28,57686,893-58,317-67%$2.4M$799.0K-$1.6M2026-10-21
Woodmont Investment Counsel LLC
UNCHANGED27,53327,53300%$754.7K$769.8K+$15.1K2026-10-29
Crusonia Wealth Advisors LLC
UNCHANGED27,51527,51500%$754.2K$769.3K+$15.1K2026-10-26
Inspirion Wealth Advisors, LLC
UNCHANGED27,48327,48300%$753.3K$768.4K+$15.1K2026-10-09
Chapin Davis, Inc.
UNCHANGED27,43027,43000%$751.9K$766.9K+$15.1K2026-10-09
Tred Avon Family Wealth, LLC
INCREASED26,6287,469+19,159+257%$204.7K$744.5K+$539.8K2026-10-20
Capital Investment Advisors, LLC
INCREASED26,37424,455+1,919+8%$670.3K$737.4K+$67.1K2026-10-22
Compass Financial Management LLC
INCREASED26,32521,981+4,344+20%$602.5K$736.1K+$133.5K2026-10-30
Trust Point Inc.
INCREASED26,18425,819+365+1%$707.7K$732.1K+$24.4K2026-10-27
Focus Financial Network, Inc.
INCREASED25,20625,198+8+0%$690.7K$704.8K+$14.1K2026-10-14
Compound Planning, Inc.
INCREASED25,09223,512+1,580+7%$644.5K$701.6K+$57.1K2026-11-05
David J Yvars Group
INCREASED25,07324,022+1,051+4%$658.4K$701.0K+$42.6K2026-10-09
Oppenheimer & Co Inc
INCREASED24,99424,551+443+2%$672.9K$698.8K+$25.9K2026-10-26
Spire Wealth Management
DECREASED24,39526,495-2,100-8%$726.2K$682.1K-$44.1K2026-10-30
RFG Advisory, LLC
DECREASED24,22524,715-490-2%$677.4K$677.3K-$1072026-11-03
Savant Capital, LLC
DECREASED24,11424,540-426-2%$672.6K$674.2K+$1.6K2026-11-06
Helium Advisors LLC
DECREASED23,74224,091-349-1%$660.3K$663.8K+$3.5K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED23,62822,637+991+4%$620.5K$660.6K+$40.2K2026-11-03
Midwest Trust Co
UNCHANGED23,57023,57000%$646.1K$659.0K+$13.0K2026-10-22
Daymark Wealth Partners, LLC
DECREASED23,47225,132-1,660-7%$688.9K$656.3K-$32.6K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED23,18124,467-1,286-5%$670.6K$648.1K-$22.5K2026-10-20
WealthPlan Investment Management, LLC
INCREASED23,01122,491+520+2%$616.5K$643.4K+$26.9K2026-10-15
Tectonic Advisors LLC
DECREASED23,00423,805-801-3%$652.5K$643.2K-$9.3K2026-10-22
Syntax Research, Inc.
INCREASED22,7854,325+18,460+427%$118.5K$637.1K+$518.5K2026-11-04
Ascent Group, LLC
INCREASED22,5278,855+13,672+154%$242.7K$629.9K+$387.1K2026-10-30
Silverlake Wealth Management LLC
DECREASED22,40924,112-1,703-7%$660.9K$626.5K-$34.4K2026-10-21
Trust Co
UNCHANGED22,40022,40000%$614.0K$626.3K+$12.3K2026-10-09
ShoreHaven Wealth Partners, LLC
DECREASED22,38223,725-1,343-6%$650.3K$625.8K-$24.5K2026-10-16
CGN Advisors LLC
INCREASED22,11522,080+35+0%$605.2K$618.3K+$13.1K2026-10-21
Macco Financial Group, Inc.
NEW22,054—+22,054——$616.6K—2026-11-05
Detalus Advisors, LLC
INCREASED21,92017,756+4,164+23%$486.7K$612.9K+$126.2K2026-10-15
SAX Wealth Advisors, LLC
INCREASED21,4274,187+17,240+412%$568.3K$599.1K+$30.8K2026-10-13
Quadrant Private Wealth Management, LLC
INCREASED20,84720,560+287+1%$563.5K$582.9K+$19.3K2026-11-04
Asset One Wealth Management LLC
NEW20,580—+20,580——$575.4K—2026-11-02
Apella Capital, LLC
INCREASED20,37318,960+1,413+7%$532.6K$576.2K+$43.6K2026-10-08
Signal Advisors Wealth, LLC
INCREASED20,27519,930+345+2%$546.3K$566.9K+$20.6K2026-10-13
Symphony Financial, Ltd. Co.
DECREASED20,25330,237-9,984-33%$837.3K$571.6K-$265.7K2026-10-22
Meridian Management Co
UNCHANGED20,00020,00000%$548.2K$559.2K+$11.0K2026-11-06
Clear Harbor Asset Management, LLC
UNCHANGED19,82019,82000%$543.3K$554.2K+$10.9K2026-11-05
Charles Schwab Trust Co
NEW19,790—+19,790——$553.3K—2026-10-15
PFG Advisors
DECREASED19,78720,013-226-1%$548.6K$553.3K+$4.7K2026-10-16
Baring Financial LLC
INCREASED19,68319,582+101+1%$536.7K$550.4K+$13.6K2026-10-07
Brookstone Capital Management
INCREASED19,51518,994+521+3%$520.6K$545.6K+$25.0K2026-10-22
Retirement Planning Group, LLC
DECREASED19,41619,592-176-1%$537.0K$542.9K+$5.9K2026-10-19
Bank of New York Mellon Corp
DECREASED19,24625,707-6,461-25%$704.6K$538.1K-$166.5K2026-11-05
Simplicity Wealth,LLC
DECREASED19,13934,082-14,943-44%$934.2K$535.1K-$399.1K2026-10-23
Eley Financial Management, Inc
INCREASED19,06717,445+1,622+9%$478.2K$533.1K+$54.9K2026-11-03
Hengehold Capital Management LLC
INCREASED19,04318,993+50+0%$520.6K$532.5K+$11.8K2026-10-16
Tannin Capital LLC
DECREASED18,99122,701-3,710-16%$622.2K$531.0K-$91.2K2026-11-05
Zullo Investment Group, Inc.
UNCHANGED18,75018,75000%$513.9K$524.3K+$10.3K2026-10-20
Shum Financial Group, Inc.
INCREASED18,69718,101+596+3%$496.1K$522.8K+$26.6K2026-10-13
Brighton Jones LLC
INCREASED18,51014,859+3,651+25%$407.3K$517.5K+$110.3K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED18,49718,216+281+2%$504.4K$517.2K+$12.8K2026-10-13
Griffith & Werner, Inc.
NEW18,364—+18,364——$513.4K—2026-11-04
Meridian Wealth Management, LLC
DECREASED18,31618,518-202-1%$507.6K$512.1K+$4.5K2026-11-05
Saxony Capital Management, LLC
INCREASED18,24515,684+2,561+16%$429.9K$510.1K+$80.2K2026-10-15
HUB Investment Partners, LLC
INCREASED18,23113,925+4,306+31%$381.7K$509.7K+$128.0K2026-11-03
Valley National Advisers Inc
INCREASED18,08417,584+500+3%$482.0K$505.6K+$23.7K2026-10-23
XML Financial, LLC
NEW18,076—+18,076——$505.4K—2026-10-29
Abundance Wealth Counselors
UNCHANGED18,02518,02500%$494.1K$504.0K+$9.9K2026-10-26
Firestone Capital Management
UNCHANGED18,00018,00000%$493.4K$503.3K+$9.9K2026-11-03
Roman Butler Fullerton & Co
INCREASED17,82217,785+37+0%$496.7K$531.5K+$34.7K2026-10-27
Glenview Trust Co
NEW17,795—+17,795——$497.5K—2026-10-28
Steinberganna Wealth Management
DECREASED17,70817,785-770%$487.5K$495.1K+$7.6K2026-10-23
Richwood Investment Advisors, LLC
DECREASED17,56518,190-625-3%$498.6K$491.1K-$7.5K2026-10-30
Lodestar Private Asset Management LLC
DECREASED17,33418,162-828-5%$497.8K$484.7K-$13.2K2026-10-26
Root Financial Partners, LLC
NEW17,297—+17,297——$483.6K—2026-10-21
CFM Wealth Partners LLC
DECREASED17,25020,810-3,560-17%$570.4K$482.3K-$88.1K2026-11-05
Founders Financial Securities LLC
INCREASED17,18617,045+141+1%$467.2K$480.5K+$13.3K2026-10-28
Larson Financial Group LLC
INCREASED17,10617,018+88+1%$466.5K$478.3K+$11.8K2026-11-05
Naples Global Advisors, LLC
DECREASED16,95017,435-485-3%$477.9K$473.9K-$4.0K2026-11-05
Phoenix Wealth Advisors
INCREASED16,91016,265+645+4%$445.8K$472.8K+$27.0K2026-11-03
Flagship Wealth Advisors, LLC
INCREASED16,88016,811+69+0%$460.8K$472.0K+$11.2K2026-11-03
TrueWealth Advisors, LLC
UNCHANGED16,86016,86000%$462.1K$471.4K+$9.3K2026-10-09
HCR Wealth Advisors
DECREASED16,80518,220-1,415-8%$499.4K$469.9K-$29.5K2026-10-15
Valued Retirements, Inc.
INCREASED16,76415,577+1,187+8%$427.0K$468.7K+$41.8K2026-11-06
Rossby Financial, LCC
DECREASED16,64321,289-4,646-22%$583.5K$465.3K-$118.2K2026-11-05
AlphaStar Capital Management, LLC
INCREASED16,61815,484+1,134+7%$424.4K$464.6K+$40.2K2026-10-16
Fortem Financial Group, LLC
UNCHANGED16,26516,26500%$445.8K$454.8K+$8.9K2026-10-20
Tennessee Valley Asset Management Partners
INCREASED16,21216,122+90+1%$441.9K$453.3K+$11.4K2026-11-03
SeaCrest Wealth Management, LLC
DECREASED16,18616,666-480-3%$456.8K$452.6K-$4.2K2026-10-21
Tsfg, LLC
INCREASED16,17816,176+2+0%$443.0K$452-$442.5K2026-10-23
Alpha Omega Wealth Management LLC
DECREASED16,14016,150-100%$442.7K$451.3K+$8.6K2026-10-23
Cathy Pareto & Associates, Inc
INCREASED16,10116,000+101+1%$438.6K$450.2K+$11.6K2026-10-15
Cypress Wealth Services, LLC
UNCHANGED16,05416,05400%$440.0K$454.0K+$14.0K2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED15,91015,91000%$436.1K$444.8K+$8.8K2026-10-22
Compass Financial Services Inc
UNCHANGED15,84015,84000%$434.2K$442.9K+$8.7K2026-11-06
New England Private Wealth Advisors LLC
INCREASED15,39815,394+4+0%$442.6K$430.5K-$12.1K2026-10-19
Barrett & Company, Inc.
INCREASED15,21215,157+55+0%$415.4K$425.3K+$9.9K2026-10-22
Citizens National Bank Trust Department
DECREASED15,12517,270-2,145-12%$473.4K$422.9K-$50.5K2026-11-04
Diversified Trust Co
UNCHANGED15,05515,05500%$412.7K$420.9K+$8.3K2026-11-06
Urban Wealth Management, LLC
UNCHANGED15,02015,02000%$411.7K$420.0K+$8.3K2026-10-21
Succession Financial, Inc.
UNCHANGED14,93814,93800%$409.5K$417.7K+$8.2K2026-10-14
Nicholas Hoffman & Company, Llc.
INCREASED14,85014,782+68+0%$405.2K$415.2K+$10.0K2026-10-30
Penobscot Investment Management Company, Inc.
UNCHANGED14,75014,75000%$404.3K$412.4K+$8.1K2026-10-26
Strategic Blueprint, LLC
INCREASED14,64211,939+2,703+23%$327.3K$409.4K+$82.1K2026-10-22
Convergence Financial, LLC
INCREASED14,5508,715+5,835+67%$238.9K$406.8K+$167.9K2026-10-27
Gen-Wealth Partners Inc
UNCHANGED14,52014,52000%$398.0K$406.0K+$8.0K2026-11-04
HBK Sorce Advisory LLC
DECREASED14,49914,830-331-2%$424.7K$443.1K+$18.4K2026-11-06
HBW Advisory Services LLC
INCREASED14,23014,120+110+1%$387.0K$397.9K+$10.9K2026-10-15
Armstrong Advisory Group, Inc
INCREASED14,15714,047+110+1%$385.0K$395.8K+$10.8K2026-10-09
Money Concepts Capital Corp
DECREASED14,133326,297-312,164-96%$8.9M$395.2K-$8.5M2026-11-06
KMG Fiduciary Partners, LLC
INCREASED13,94013,933+7+0%$381.9K$389.8K+$7.9K2026-10-14
Eagle Strategies LLC
UNCHANGED13,92113,92100%$381.6K$389.2K+$7.7K2026-10-16
Allspring Global Investments Holdings, LLC
UNCHANGED13,77013,77000%$383.0K$385.6K+$2.5K2026-11-04
One Way Holdings LLC
DECREASED13,73916,572-2,833-17%$454.2K$384.1K-$70.1K2026-10-29
Dynamic Advisor Solutions LLC
DECREASED13,64113,871-230-2%$380.2K$381.4K+$1.2K2026-10-13
Hicks Capital Management LLC
UNCHANGED13,55013,55000%$371.4K$371.4K$02026-10-20
Arta Finance Wealth Management LLC
INCREASED13,49912,463+1,036+8%$341.6K$376.1K+$34.5K2026-10-28
Cpwa, LLC
DECREASED13,39013,547-157-1%$371.3K$389.2K+$17.9K2026-11-04
Shepherd Financial Partners LLC
DECREASED13,37917,450-4,071-23%$478.3K$374.1K-$104.2K2026-11-03
JFS Wealth Advisors, LLC
INCREASED13,35213,239+113+1%$362.9K$373.3K+$10.4K2026-11-03
Verdence Capital Advisors LLC
INCREASED13,20513,182+23+0%$361.3K$369.2K+$7.9K2026-10-26
WBH Advisory Inc
INCREASED12,86112,839+22+0%$351.9K$359.6K+$7.7K2026-11-05
Smith Salley Wealth Management
INCREASED12,72612,633+93+1%$346.3K$355.8K+$9.6K2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED12,66512,835-170-1%$351.8K$354.1K+$2.3K2026-10-13
Rydar Equities, Inc.
INCREASED12,65712,549+108+1%$354.1K$357.9K+$3.9K2026-10-13
Financial Insights, Inc.
UNCHANGED12,63512,63500%$346.3K$353.3K+$7.0K2026-10-27
Diversified Portfolios, Inc.
NEW12,585—+12,585——$351.9K—2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED12,47512,47500%$341.9K$348.8K+$6.9K2026-10-23
Fisher Asset Management, LLC
DECREASED12,19714,631-2,434-17%$401.1K$341.0K-$60.0K2026-11-06
Shira Ridge Wealth Management
DECREASED12,07812,444-366-3%$341.1K$337.7K-$3.4K2026-10-09
Cornerstone Wealth Group, LLC
UNCHANGED12,02012,02000%$329.5K$336.1K+$6.6K2026-11-02
ARS Wealth Advisors Group, LLC
DECREASED11,94713,615-1,668-12%$373.2K$334.0K-$39.2K2026-10-16
Sterling Investment Advisors LLC
UNCHANGED11,86111,86100%$325.1K$331.7K+$6.5K2026-10-27
Financial Partners Group, Inc
DECREASED11,70911,791-82-1%$323.2K$327.4K+$4.2K2026-10-19
Moneco Advisors, LLC
INCREASED11,70310,564+1,139+11%$289.5K$327.2K+$37.7K2026-11-05
Equitable Trust Co
DECREASED11,69718,690-6,993-37%$512.3K$327.0K-$185.2K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED11,6777,760+3,917+50%$212.7K$326.5K+$113.8K2026-10-14
Interchange Capital Partners, LLC
INCREASED11,63711,610+27+0%$318.2K$325.4K+$7.1K2026-10-28
Essex Bank
DECREASED11,62212,135-513-4%$332.5K$324.8K-$7.7K2026-10-16
Verus Capital Partners, LLC
UNCHANGED11,56011,56000%$316.9K$323.2K+$6.4K2026-11-03
Avantra Family Wealth, Inc.
INCREASED11,41710,720+697+7%$293.8K$319.2K+$25.4K2026-10-20
Kingdom Financial Group Llc.
DECREASED11,39312,241-848-7%$335.5K$318.5K-$17.0K2026-11-04
Uptick Partners, LLC
DECREASED11,34311,492-149-1%$315.0K$317.2K+$2.1K2026-11-04
Echo45 Advisors LLC
NEW11,335—+11,335——$316.9K—2026-10-07
Atlatl Advisers LLC
DECREASED11,31111,835-524-4%$324.4K$316.3K-$8.1K2026-10-22
AdvisorNet Financial, Inc
INCREASED11,27211,262+10+0%$308.7K$333.1K+$24.4K2026-10-15
Moors & Cabot, Inc.
INCREASED11,02311,010+13+0%$301.8K$308.2K+$6.4K2026-11-06
Woodward Financial Advisors, Inc.
UNCHANGED10,89510,89500%$298.6K$304.6K+$6.0K2026-10-19
Chemistry Wealth Management LLC
UNCHANGED10,88010,88000%$298.2K$304.2K+$6.0K2026-10-16
Bison Wealth, LLC
INCREASED10,81810,448+370+4%$289.4K$314.5K+$25.1K2026-10-13
Gradient Investments LLC
DECREASED10,65611,320-664-6%$310.3K$297.9K-$12.3K2026-10-08
NWF Advisory Services Inc.
UNCHANGED10,62010,62000%$291.1K$296.9K+$5.8K2026-10-19
Skyline Advisors, Inc.
DECREASED10,52112,862-2,341-18%$352.6K$294.2K-$58.4K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED10,50010,50000%$287.8K$293.6K+$5.8K2026-10-27
SigFig Wealth Management, LLC
INCREASED10,4869,406+1,080+11%$260.5K$293.2K+$32.7K2026-10-07
Sterling Group Wealth Management, LLC
NEW10,479—+10,479——$293.0K—2026-11-03
Visionary Wealth Advisors
INCREASED10,32510,315+10+0%$282.7K$288.7K+$5.9K2026-11-04
Pines Wealth Management, LLC
INCREASED10,2869,142+1,144+13%$250.6K$287.6K+$37.0K2026-10-21
Harbor Group, Inc.
UNCHANGED10,14510,14500%$278.1K$283.7K+$5.6K2026-10-14
Beacon Financial Advisory LLC
DECREASED10,12622,306-12,180-55%$611.4K$283.1K-$328.3K2026-10-16
Cadent Capital Advisors, LLC
DECREASED10,08822,782-12,694-56%$624.5K$282.1K-$342.4K2026-10-09
Univest Financial Corp
UNCHANGED10,00010,00000%$274.1K$279.6K+$5.5K2026-11-05
Procyon Advisors, LLC
INCREASED9,8937,310+2,583+35%$200.4K$276.6K+$76.2K2026-10-21
Trust Co of Vermont
DECREASED9,88516,135-6,250-39%$442.3K$276.4K-$165.9K2026-10-21
Fiduciary Alliance LLC
INCREASED9,8589,800+58+1%$268.6K$275.6K+$7.0K2026-10-13
Huntleigh Advisors, Inc.
DECREASED9,7709,865-95-1%$270.4K$273.2K+$2.8K2026-11-03
TopTier Wealth Management, LLC
UNCHANGED9,7609,76000%$267.5K$272.9K+$5.4K2026-10-16
BCS Wealth Management
DECREASED9,74610,215-469-5%$280.0K$272.5K-$7.5K2026-11-03
Marino, Stram & Associates LLC
INCREASED9,7389,728+10+0%$266.7K$272.3K+$5.6K2026-10-22
San Luis Wealth Advisors LLC
INCREASED9,6979,614+83+1%$263.5K$271.1K+$7.6K2026-10-27
Steel Grove Capital Advisors, LLC
DECREASED9,62410,018-394-4%$274.6K$269.1K-$5.5K2026-10-13
Realta Investment Advisors
DECREASED9,60010,505-905-9%$287.9K$268.4K-$19.5K2026-10-14
Patton Albertson Miller Group, LLC
INCREASED9,5458,910+635+7%$244.2K$266.9K+$22.7K2026-10-26
GC Wealth Management RIA, LLC
UNCHANGED9,5359,53500%$261.4K$266.6K+$5.2K2026-11-02
Novem Group
INCREASED9,4769,193+283+3%$252.0K$264.9K+$13.0K2026-10-19
VestGen Advisors, LLC
NEW9,458—+9,458——$264.4K—2026-10-27
Mlp3, LLC
NEW9,410—+9,410——$263.1K—2026-10-22
Smith Chas P & Associates PA Cpas
DECREASED9,3909,890-500-5%$271.1K$282.1K+$11.0K2026-10-22
Clearstead Trust, LLC
UNCHANGED9,3259,32500%$255.6K$260.7K+$5.1K2026-11-06
Kelly Financial Group LLC
UNCHANGED9,3109,31000%$255.2K$260.3K+$5.1K2026-10-16
Covenant Asset Management, LLC
UNCHANGED9,1159,11500%$249.8K$254.9K+$5.0K2026-10-14
Schneider Downs Wealth Management Advisors, LP
NEW9,035—+9,035——$252.6K—2026-10-27
Accel Wealth Management
INCREASED8,9968,966+30+0%$245.8K$251.5K+$5.8K2026-10-13
Salvus Wealth Management, LLC
UNCHANGED8,9758,97500%$246.0K$250.9K+$4.9K2026-10-13
PDS Planning, Inc
INCREASED8,9178,882+35+0%$243.5K$249.3K+$5.9K2026-11-03
Ignite Planners, LLC
NEW8,733—+8,733——$244.2K—2026-10-14
Lantern Wealth Advisors, LLC
UNCHANGED8,6508,65000%$237.1K$241.9K+$4.8K2026-10-22
Baker Tilly Wealth Management, LLC
INCREASED8,5568,555+1+0%$234.5K$239.2K+$4.7K2026-10-05
Valued Wealth Advisors LLC
UNCHANGED8,5448,54400%$234.2K$238.9K+$4.7K2026-11-05
Plan A Wealth LLC
UNCHANGED8,4108,41000%$230.5K$235.1K+$4.6K2026-10-08
Abacus Planning Group, Inc.
UNCHANGED8,3058,30500%$227.6K$232.2K+$4.6K2026-11-02
Advisory Solutions Group, LLC
INCREASED8,2057,837+368+5%$214.8K$229.4K+$14.6K2026-10-14
Bingham Private Wealth, LLC
UNCHANGED8,0708,07000%$221.2K$225.6K+$4.4K2026-11-05
Aviance Capital Partners, LLC
NEW8,065—+8,065——$225.5K—2026-10-29
Swmg, LLC
UNCHANGED8,0658,06500%$222.9K$246.1K+$23.1K2026-10-23
Grant Private Wealth Management Inc
DECREASED8,02811,145-3,117-28%$305.5K$224.5K-$81.0K2026-10-19
AlphaCore Capital LLC
INCREASED8,0013,854+4,147+108%$105.6K$223.7K+$118.1K2026-11-04
Benchmark Financial Wealth Advisors, LLC
INCREASED7,9567,901+55+1%$216.6K$222.5K+$5.9K2026-10-20
Palisade Asset Management, LLC
UNCHANGED7,9457,94500%$217.8K$222.1K+$4.4K2026-11-03
Turtle Creek Wealth Advisors, LLC
UNCHANGED7,9207,92000%$217.1K$221.4K+$4.4K2026-10-15
Avidian Wealth Enterprises, LLC
NEW7,895—+7,895——$220.7K—2026-10-08
Wealthcare Advisory Partners LLC
NEW7,861—+7,861——$219.8K—2026-10-21
Woodward Diversified Capital, LLC
UNCHANGED7,6757,67500%$210.4K$214.6K+$4.2K2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED7,6657,66500%$210.1K$214.3K+$4.2K2026-10-15
Sentinel Pension Advisors, LLC
INCREASED7,5827,566+16+0%$213.7K$212.0K-$1.7K2026-11-02
Joel Isaacson & Co., LLC
UNCHANGED7,5757,57500%$207.6K$211.8K+$4.2K2026-11-05
Integrated Capital Management, LLC
NEW7,562—+7,562——$211.4K—2026-10-23
Security Financial Services, Inc.
DECREASED7,5258,787-1,262-14%$240.9K$210.4K-$30.5K2026-10-29
Legacy Advisors, LLC
NEW7,420—+7,420——$207.5K—2026-10-19
Obsidian CIO, LLC
UNCHANGED7,4157,41500%$203.2K$207.3K+$4.1K2026-11-05
Austin Wealth Management, LLC
UNCHANGED7,4007,40000%$209.1K$213.3K+$4.2K2026-11-06
United Community Bank
UNCHANGED7,4007,40000%$202.8K$206.9K+$4.1K2026-10-28
Wincap Financial LLC
UNCHANGED7,3757,37500%$202.1K$206.2K+$4.1K2026-10-20
Breachway Investments LLC
DECREASED7,3509,685-2,335-24%$265.5K$205.5K-$60.0K2026-10-19
Greenleaf Trust
UNCHANGED7,3107,31000%$200.4K$204.4K+$4.0K2026-10-29
Koshinski Asset Management, Inc.
NEW7,254—+7,254——$202.8K—2026-10-29
Bryn Mawr Trust Advisors, LLC
DECREASED7,2408,072-832-10%$221.3K$202.4K-$18.8K2026-11-04
Arwa LLC
DECREASED7,23415,913-8,679-55%$451.3K$210.9K-$240.4K2026-10-21
Fairvoy Private Wealth, LLC
NEW7,160—+7,160——$200.2K—2026-10-19
Acropolis Investment Management, LLC
UNCHANGED7,1257,12500%$195.3K$199.2K+$3.9K2026-10-08
John A. Wolfe & Associates, Inc.
UNCHANGED6,7006,70000%$183.6K$187.3K+$3.7K2026-11-06
Blue Trust, Inc.
INCREASED6,5424,329+2,213+51%$118.7K$182.9K+$64.2K2026-10-15
Latitude Advisors, LLC
NEW6,419—+6,419——$179.5K—2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED6,2206,22000%$170.5K$173.9K+$3.4K2026-11-04
Lanark Financial, Inc.
DECREASED6,03416,081-10,047-62%$440.8K$168.7K-$272.1K2026-10-26
Manchester Capital Management LLC
UNCHANGED5,8305,83000%$159.8K$163.0K+$3.2K2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED5,6655,66500%$155.3K$158.4K+$3.1K2026-10-23
Capital Investment Advisory Services, LLC
DECREASED5,4965,812-316-5%$159.3K$153.9K-$5.4K2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED4,7404,74000%$129.9K$132.5K+$2.6K2026-10-05
EverSource Wealth Advisors, LLC
UNCHANGED4,7194,71900%$129.4K$131.9K+$2.6K2026-11-04
Triumph Capital Management
INCREASED4,4374,428+9+0%$121.4K$124.1K+$2.7K2026-10-14
Indiana Trust & Investment Management Co
DECREASED4,3557,355-3,000-41%$201.6K$121.8K-$79.8K2026-10-22
Union Bancaire Privee, UBP SA
UNCHANGED4,3504,35000%$90.9K$92.8K+$1.8K2026-11-04
UMB Bank, n.a.
UNCHANGED4,2004,20000%$115.1K$117.4K+$2.3K2026-11-06
Golden State Wealth Management, LLC
DECREASED4,0614,262-201-5%$116.8K$113.6K-$3.3K2026-11-02
Creative Financial Designs Inc
INCREASED3,9432,483+1,460+59%$68.0K$110.2K+$42.2K2026-11-04
Private Wealth Management Group, LLC
NEW3,925—+3,925——$109.7K—2026-10-19
Deutsche Bank Ag\
DECREASED3,92010,345-6,425-62%$283.6K$109.6K-$174.0K2026-11-06
Rakuten Securities, Inc.
DECREASED3,5996,117-2,518-41%$167.7K$100.6K-$67.0K2026-11-02
North Star Investment Management Corp.
UNCHANGED3,5003,50000%$95.9K$97.9K+$1.9K2026-10-27
Salomon & Ludwin, LLC
UNCHANGED3,1253,12500%$85.7K$87.4K+$1.7K2026-10-29
Aventus Investment Advisors, Inc.
INCREASED3,1052,350+755+32%$64.4K$86.8K+$22.4K2026-10-09
Mather Group, Llc.
DECREASED3,06110,111-7,050-70%$277.2K$85.6K-$191.6K2026-10-14
Moisand Fitzgerald Tamayo, LLC
NEW2,955—+2,955——$82.6K—2026-10-15
Key FInancial Inc
UNCHANGED2,8652,86500%$78.5K$80.1K+$1.6K2026-11-02
Morling Financial Advisors, LLC
NEW2,800—+2,800——$78.3K—2026-10-28
Eastern Bank
UNCHANGED2,7252,72500%$74.7K$76.2K+$1.5K2026-10-05
Essential Investment Partners LLC
UNCHANGED2,6252,62500%$72.0K$73.4K+$1.4K2026-10-27
IAG Wealth Partners, LLC
NEW2,600—+2,600——$72.7K—2026-11-06
Montag A & Associates Inc
UNCHANGED2,5062,50600%$68.7K$70.1K+$1.4K2026-10-29
Marshall & Sterling Wealth Advisors Inc.
INCREASED2,4862,465+21+1%$67.6K$69.5K+$1.9K2026-10-28
Pension & Wealth Management Advisors, Inc.
DECREASED2,4532,506-53-2%$68.7K$68.6K-$1182026-10-16
True Wealth Design, LLC
UNCHANGED2,4102,41000%$66.1K$67.4K+$1.3K2026-10-13
Harbor Asset Planning, Inc.
INCREASED2,2662,247+19+1%$61.6K$63.3K+$1.8K2026-10-23
Tompkins Financial Corp
UNCHANGED2,2502,25000%$61.7K$62.9K+$1.2K2026-10-05
Dynamic Wealth Strategies, LLC
UNCHANGED2,2402,24000%$61.4K$62.6K+$1.2K2026-10-16
Compass Wealth Management LLC
NEW2,220—+2,220——$62.1K—2026-10-22
First Community Trust NA
UNCHANGED2,1752,17500%$59.6K$60.8K+$1.2K2026-10-07
Silver Grove Financial Group, Inc.
INCREASED2,076116+1,960+1690%$3.2K$58.0K+$54.9K2026-11-05
Gables Capital Management Inc.
UNCHANGED2,0752,07500%$56.9K$58.0K+$1.1K2026-11-04
Yankcom Partnership
UNCHANGED2,0042,00400%$55.0K$56.1K+$1.1K2026-10-15
Roxbury Financial LLC
INCREASED1,8051,797+8+0%$49.3K$50.5K+$1.2K2026-10-01
Rossmore Private Capital
UNCHANGED1,7501,75000%$48.0K$48.9K+$9622026-10-27
Fortitude Family Office, LLC
UNCHANGED1,5501,55000%$42.5K$43.3K+$8522026-10-14
Signaturefd, LLC
UNCHANGED1,5291,52900%$41.9K$42.8K+$8422026-10-23
Nfsg Corp
DECREASED1,4001,469-69-5%$40.3K$39.1K-$1.1K2026-10-15
Financial Management Professionals, Inc.
UNCHANGED1,2501,25000%$34.3K$35.0K+$6872026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED1,2501,25000%$34.3K$35.0K+$6872026-10-21
Russell Investments Group, Ltd.
DECREASED1,1721,310-138-11%$35.9K$32.8K-$3.1K2026-11-06
Laurel Wealth Advisors LLC
NEW1,170—+1,170——$32.7K—2026-10-27
MB, Levis & Associates, LLC
INCREASED1,1581,148+10+1%$31.5K$32.4K+$9072026-10-16
LFA - Lugano Financial Advisors SA
UNCHANGED1,1051,10500%$30.3K$30.9K+$6082026-11-03
Cullen T Bankers, Inc.
DECREASED1,0651,364-299-22%$37.4K$29.8K-$7.6K2026-10-28
Zions Bancorporation, National Association
UNCHANGED1,0501,05000%$28.8K$29.4K+$5772026-11-06
Community Bank, N.A.
UNCHANGED1,0501,05000%$28.8K$29.3K+$5772026-11-06
First Command Advisory Services, Inc.
DECREASED9381,950-1,012-52%$53.5K$26.2K-$27.2K2026-11-05
Hanson & Doremus Investment Management
UNCHANGED82082000%$22$23+$12026-10-16
Birch Financial Group, LLC
NEW812—+812——$22.7K—2026-10-27
Bear Mountain Capital, Inc.
INCREASED792785+7+1%$21.7K$23.8K+$2.1K2026-11-04
Nova Financial LLC
NEW785—+785——$21.9K—2026-11-04
Bullock Wealth Management Group
INCREASED773767+6+1%$21.0K$21.6K+$6212026-10-09
Gamma Investing LLC
UNCHANGED73073000%$20.0K$20.4K+$4022026-10-08
Cape Investment Advisory, Inc.
INCREASED667636+31+5%$17.4K$18.7K+$1.2K2026-10-13
Wealth Analytics Partners, LLC
NEW623—+623——$17.4K—2026-10-19
Eukles Asset Management
UNCHANGED56556500%$15.5K$15.8K+$3102026-11-04
RHL Group, LLC
UNCHANGED54054000%$14.6K$15.1K+$5182026-11-04
Asset Dedication, LLC
INCREASED494400+94+24%$11.0K$13.8K+$2.8K2026-11-03
Gleason Group, Inc.
INCREASED490486+4+1%$13.3K$13.7K+$3832026-10-15
First Bancorp, Inc
UNCHANGED48548500%$13.3K$13.6K+$2672026-10-26
West Branch Capital LLC
NEW480—+480——$13.4K—2026-10-20
Hickory Point Bank & Trust
UNCHANGED45045000%$12.3K$12.6K+$2472026-10-01
City State Bank
NEW400—+400——$11.2K—2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED398395+3+1%$10$12+$22026-11-04
Ascentis Independent Advisors
NEW375—+375——$10.5K—2026-11-03
Reap Financial Group, LLC
UNCHANGED37537500%$10.3K$10.5K+$2062026-11-02
Signature Resources Capital Management, LLC
UNCHANGED37537500%$10.3K$10.5K+$2062026-10-16
Lodestone Wealth Management LLC
UNCHANGED35535500%$9.7K$9.9K+$1952026-10-14
Trifecta Capital Advisors, LLC
NEW350—+350——$9.8K—2026-10-21
Abound Wealth Management
UNCHANGED33033000%$9.0K$9.2K+$1812026-10-26
Birchwood Financial Partners, Inc.
INCREASED321319+2+1%$8.7K$9.0K+$2522026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED32032000%$8.8K$8.9K+$1762026-10-20
Versant Capital Management, Inc
UNCHANGED29029000%$7.9K$8.1K+$1592026-10-02
Pathway Financial Advisers, LLC
NEW280—+280——$7.8K—2026-10-27
Global Trust Asset Management, LLC
UNCHANGED27027000%$7.4K$7.5K+$1482026-10-19
Westside Investment Management, Inc.
DECREASED2681,831-1,563-85%$50.2K$7.5K-$42.7K2026-11-02
Balance Wealth Partners LLC
NEW264—+264——$7.4K—2026-10-27
Madden Securities Corp
NEW250—+250——$7.0K—2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED25025000%$6.9K$7.0K+$1372026-10-16
Key Capital Management, Inc
NEW175—+175——$4.9K—2026-11-03
Avion Wealth
DECREASED1601,036-876-85%$28$4-$242026-11-04
Grove Bank & Trust
DECREASED100600-500-83%$16.4K$2.8K-$13.7K2026-10-08
Portfolio Resources Advisor Group, Inc.
UNCHANGED808000%$2.2K$2.2K+$442026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED757500%$2.1K$2.1K+$412026-10-27
Signature Equity Partners, LLC
UNCHANGED696900%$1.9K$1.9K+$382026-10-29
Parkside Financial Bank & Trust
INCREASED5655+1+2%$1.5K$1.6K+$402026-10-27
Princeton Global Asset Management LLC
UNCHANGED555500%$1.5K$1.5K+$302026-10-21
Hurley Capital, LLC
UNCHANGED262600%$726$747+$212026-11-05
Mainstream Capital Management LLC
NEW25—+25——$699—2026-10-23
McElhenny Sheffield Capital Management, LLC
CLOSED0620,715-620,715-100%$17.0M$0-$17.0M2026-11-06
Virtue Capital Management, LLC
CLOSED0241,147-241,147-100%$6.6M$0-$6.6M2026-10-29
Jefferies Financial Group Inc.
CLOSED098,704-98,704-100%$2.7M$0-$2.7M2026-11-05
Verity Asset Management, Inc.
CLOSED071,523-71,523-100%$2.0M$0-$2.0M2026-10-30
Citigroup Inc
CLOSED050,061-50,061-100%$1.4M$0-$1.4M2026-11-04
Teamwork Financial Advisors, LLC
CLOSED039,336-39,336-100%$1.1M$0-$1.1M2026-10-19
Sunesis Advisors, LLC
CLOSED039,295-39,295-100%$1.1M$0-$1.1M2026-10-26
Philadelphia Trust Co
CLOSED032,085-32,085-100%$879.0K$0-$879.0K2026-11-05
Raleigh Capital Management Inc.
CLOSED027,420-27,420-100%$751.6K$0-$751.6K2026-10-28
Purewater Capital LLC
CLOSED020,345-20,345-100%$557.7K$0-$557.7K2026-10-23
Heritage OAK Wealth Advisors LLC
CLOSED019,196-19,196-100%$526.2K$0-$526.2K2026-10-14
Basso Capital Management, L.P.
CLOSED016,567-16,567-100%$454.1K$0-$454.1K2026-10-30
Central Valley Advisors, LLC
CLOSED015,157-15,157-100%$415.5K$0-$415.5K2026-10-27
Register Financial Advisors LLC
CLOSED010,321-10,321-100%$282.9K$0-$282.9K2026-10-23
International Assets Investment Management, LLC
CLOSED010,060-10,060-100%$275.8K$0-$275.8K2026-11-02
KPP Advisory Services LLC
CLOSED08,045-8,045-100%$220.5K$0-$220.5K2026-10-26
KTF Investments, LLC
CLOSED07,500-7,500-100%$205.6K$0-$205.6K2026-10-23
Live Oak Investment Partners
CLOSED07,370-7,370-100%$202.0K$0-$202.0K2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED06,085-6,085-100%$166.8K$0-$166.8K2026-10-14
Cornerstone Planning Group LLC
CLOSED03,865-3,865-100%$109.6K$0-$109.6K2026-10-16
First United Bank & Trust
CLOSED03,385-3,385-100%$92.8K$0-$92.8K2026-10-22
Salem Investment Counselors Inc
CLOSED03,165-3,165-100%$86.8K$0-$86.8K2026-10-13
Park National Corp
CLOSED02,175-2,175-100%$59.6K$0-$59.6K2026-10-05
Vermillion Wealth Management, Inc.
CLOSED02,083-2,083-100%$57.1K$0-$57.1K2026-10-26
Brick & Kyle, Associates
CLOSED01,653-1,653-100%$224.4K$0-$224.4K2026-11-05
Institute for Wealth Management, Llc.
CLOSED0455-455-100%$12.5K$0-$12.5K2026-11-06
Brooklyn FI, LLC
CLOSED0425-425-100%$12.0K$0-$12.0K2026-11-05
Cherry Tree Wealth Management, LLC
CLOSED0165-165-100%$4.5K$0-$4.5K2026-10-15
LifeSteps Financial, Inc.
CLOSED0150-150-100%$4.1K$0-$4.1K2026-10-15
SYM Financial Corp
CLOSED075-75-100%$2.1K$0-$2.1K2026-10-26
Mountain Hill Investment Partners Corp.
CLOSED055-55-100%$1.5K$0-$1.5K2026-10-23
Retirement Wealth Solutions LLC
DECREASED01-1-100%$15$6-$92026-10-07
Bank of America Corp
N/A—20,579,379-20,579,379-100%$564.1M———
Morgan Stanley
N/A—17,370,883-17,370,883-100%$476.1M———
UBS Group AG
N/A—7,979,758-7,979,758-100%$218.7M———
Wells Fargo & Company
N/A—7,016,198-7,016,198-100%$192.3M———
JPMorgan Chase & Co
N/A—6,638,509-6,638,509-100%$183.8M———
Royal Bank of Canada
N/A—6,338,436-6,338,436-100%$173.7M———
Jones Financial Companies Lllp
N/A—6,282,053-6,282,053-100%$174.9M———
Envestnet Asset Management Inc
N/A—6,135,794-6,135,794-100%$168.2M———
Raymond James Financial Inc
N/A—4,529,592-4,529,592-100%$124.2M———
Janney Montgomery Scott LLC
N/A—4,486,897-4,486,897-100%$123.0M———
Cetera Investment Advisers
N/A—3,542,948-3,542,948-100%$97.1M———
M&T Bank Corp
N/A—3,340,337-3,340,337-100%$91.6M———
BlackRock, Inc.
N/A—3,147,076-3,147,076-100%$86.3M———
Ameriprise Financial Inc
N/A—2,959,921-2,959,921-100%$81.1M———
BNP Paribas Financial Markets
N/A—2,535,010-2,535,010-100%$69.5M———
Lbmc Investment Advisors, LLC
N/A—2,307,284-2,307,284-100%$63.2M———
Mariner, LLC
N/A—2,145,662-2,145,662-100%$58.8M———
Osaic Holdings, Inc.
N/A—2,088,507-2,088,507-100%$57.2M———
FMR LLC
N/A—2,050,948-2,050,948-100%$56.2M———
MML Investors Services, LLC
N/A—1,721,703-1,721,703-100%$47.2M———
Steward Partners Investment Advisory, LLC
N/A—1,490,723-1,490,723-100%$40.9M———
Alliancebernstein L.P.
N/A—1,470,281-1,470,281-100%$199.5M———
Allianz Asset Management GmbH
N/A—1,377,900-1,377,900-100%$37.8M———
Private Advisor Group, LLC
N/A—1,361,188-1,361,188-100%$37.3M———
Regimen Wealth, LLC
N/A—1,203,858-1,203,858-100%$33.0M———
Northwestern Mutual Wealth Management Co
N/A—1,080,660-1,080,660-100%$29.6M———
Aptus Capital Advisors, LLC
N/A—1,016,944-1,016,944-100%$27.9M———
Rockefeller Capital Management L.P.
N/A—894,746-894,746-100%$24.5M———
Simmons Bank
N/A—872,596-872,596-100%$23.9M———
Stifel Financial Corp
N/A—842,993-842,993-100%$23.1M———
Wharton Business Group, LLC
N/A—799,575-799,575-100%$21.9M———
Waverly Advisors, LLC
N/A—791,070-791,070-100%$21.7M———
Integrated Wealth Concepts LLC
N/A—692,567-692,567-100%$19.0M———
Cerity Partners LLC
N/A—684,558-684,558-100%$18.8M———
Columbia River Financial Group, LLC
N/A—632,009-632,009-100%$17.3M———
Goldman Sachs Group Inc
N/A—622,619-622,619-100%$17.1M———
HighTower Advisors, LLC
N/A—608,957-608,957-100%$16.7M———
Franklin Resources Inc
N/A—594,785-594,785-100%$16.3M———
Glenmede Trust Co NA
N/A—532,000-532,000-100%$14.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—503,597-503,597-100%$13.8M———
Kapstone Financial Advisors LLC
N/A—498,717-498,717-100%$13.7M———
Wealthspire Advisors, LLC
N/A—487,499-487,499-100%$13.4M———
Orion Porfolio Solutions, LLC
N/A—480,585-480,585-100%$13.2M———
Captrust Financial Advisors
N/A—475,468-475,468-100%$13.0M———
Advisory Services Network, LLC
N/A—461,508-461,508-100%$12.6M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—439,320-439,320-100%$12.0M———
FAS Wealth Partners, Inc.
N/A—402,591-402,591-100%$11.0M———
Roehl & Yi Investment Advisors, LLC
N/A—393,167-393,167-100%$576.4K———
Smithfield Trust Co
N/A—376,569-376,569-100%$10.3M———
Forefront Analytics, LLC
N/A—342,756-342,756-100%$9.4M———
Global Retirement Partners, LLC
N/A—336,832-336,832-100%$9.2M———
Vestmark Advisory Solutions, Inc.
N/A—333,872-333,872-100%$9.2M———
Gotham Asset Management, LLC
N/A—323,140-323,140-100%$8.9M———
Gallagher Fiduciary Advisors, LLC
N/A—313,524-313,524-100%$8.6M———
Mercer Global Advisors Inc
N/A—304,531-304,531-100%$8.3M———
Godfrey Financial Associates, Inc.
N/A—304,349-304,349-100%$8.3M———
Sanctuary Advisors, LLC
N/A—299,888-299,888-100%$8.2M———
Principal Securities, Inc.
N/A—298,144-298,144-100%$8.2M———
Envestnet Portfolio Solutions, Inc.
N/A—296,320-296,320-100%$8.1M———
Equitable Holdings, Inc.
N/A—284,502-284,502-100%$7.8M———
Arax Advisory Partners
N/A—281,487-281,487-100%$7.7M———
Bank of Montreal
N/A—265,075-265,075-100%$7.3M———
Qube Research & Technologies Ltd
N/A—255,394-255,394-100%$7.0M———
&partners
N/A—253,401-253,401-100%$6.9M———
MJP Associates Inc
N/A—252,467-252,467-100%$6.9M———
Summit Wealth Partners, LLC
N/A—240,773-240,773-100%$6.6M———
CIBC World Market Inc.
N/A—228,901-228,901-100%$6.3M———
Natixis Advisors, LLC
N/A—216,393-216,393-100%$5.9M———
IHT Wealth Management, LLC
N/A—211,757-211,757-100%$5.8M———
NewEdge Advisors, LLC
N/A—208,811-208,811-100%$5.7M———
Arkadios Wealth Advisors
N/A—193,560-193,560-100%$5.3M———
Viaable, LLC
N/A—189,809-189,809-100%$5.2M———
Kensington Asset Management, LLC
N/A—188,695-188,695-100%$5.2M———
Kingsview Wealth Management, LLC
N/A—188,590-188,590-100%$5.2M———
Houlihan Financial Resource Group, Ltd.
N/A—188,448-188,448-100%$5.2M———
Blair William & Co
N/A—184,444-184,444-100%$5.1M———
Focus Partners Wealth
N/A—177,235-177,235-100%$4.9M———
IFG Advisory, LLC
N/A—175,483-175,483-100%$4.8M———
Cahill Financial Advisors Inc
N/A—160,794-160,794-100%$4.4M———
Harbour Investments, Inc.
N/A—155,283-155,283-100%$4.3M———
MAI Capital Management
N/A—151,254-151,254-100%$4.1M———
Gladstone Institutional Advisory LLC
N/A—143,326-143,326-100%$3.9M———
AQR Capital Management LLC
N/A—140,342-140,342-100%$3.8M———
Baird Financial Group, Inc.
N/A—137,445-137,445-100%$3.8M———
Mayflower Financial Advisors, LLC
N/A—134,695-134,695-100%$3.7M———
Baron Silver Stevens Financial Advisors, LLC
N/A—132,302-132,302-100%$3.6M———
Bessemer Group Inc
N/A—125,875-125,875-100%$3.5M———
National Bank of Canada
N/A—125,003-125,003-100%$3.4M———
GTS Securities LLC
N/A—120,556-120,556-100%$3.3M———
Wealth Management Associates, Inc.
N/A—119,144-119,144-100%$3.3M———
PlanVest Financial, Inc
N/A—117,358-117,358-100%$3.2M———
Tidal Investments LLC
N/A—105,698-105,698-100%$2.9M———
Scotia Capital Inc.
N/A—105,170-105,170-100%$2.9M———
Frisch Financial Group, Inc.
N/A—101,589-101,589-100%$2.8M———
Smartleaf Asset Management LLC
N/A—101,266-101,266-100%$2.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—100,915-100,915-100%$2.8M———
United Capital Financial Advisors, LLC
N/A—99,085-99,085-100%$2.7M———
WCG Wealth Advisors LLC
N/A—96,758-96,758-100%$2.7M———
Western Wealth Management, LLC
N/A—95,580-95,580-100%$2.6M———
Johnson Investment Counsel Inc
N/A—94,810-94,810-100%$2.6M———
Goldstone Financial Group, LLC
N/A—92,907-92,907-100%$2.5M———
EP Wealth Advisors, LLC
N/A—92,653-92,653-100%$2.5M———
Whittier Trust Co of Nevada Inc
N/A—91,490-91,490-100%$2.6M———
Transcend Capital Advisors, LLC
N/A—90,304-90,304-100%$2.5M———
Beacon Pointe Advisors, LLC
N/A—89,134-89,134-100%$2.4M———
Crews Bank & Trust
N/A—89,015-89,015-100%$2.4M———
BFC Planning, Inc.
N/A—88,354-88,354-100%$2.4M———
Cresset Asset Management, LLC
N/A—86,690-86,690-100%$2.4M———
Investment Advisory Group, LLC
N/A—86,195-86,195-100%$2.4M———
HFG Advisors, Inc.
N/A—86,061-86,061-100%$2.4M———
Stratos Wealth Partners, Ltd.
N/A—84,338-84,338-100%$2.3M———
Liberty Square Wealth Partners LLC
N/A—84,000-84,000-100%$2.3M———
Quantinno Capital Management LP
N/A—83,497-83,497-100%$2.3M———
Raelipskie Partnership
N/A—83,065-83,065-100%$2.3M———
Fiduciary Group, LLC
N/A—82,665-82,665-100%$2.3M———
LOM Asset Management Ltd
N/A—81,234-81,234-100%$2.2M———
Pinnacle Financial Partners, Inc.
N/A—77,332-77,332-100%$2.1M———
Rehmann Capital Advisory Group
N/A—76,705-76,705-100%$2.1M———
AE Wealth Management LLC
N/A—76,633-76,633-100%$2.1M———
Jaffetilchin Investment Partners, LLC
N/A—75,078-75,078-100%$2.1M———
Howe & Rusling Inc
N/A—74,185-74,185-100%$2.0M———
Moneta Group Investment Advisors LLC
N/A—72,265-72,265-100%$2.0M———
Kovack Advisors, Inc.
N/A—72,251-72,251-100%$2.0M———
Regal Investment Advisors LLC
N/A—69,566-69,566-100%$1.9M———
NCM Capital Management, LLC
N/A—66,711-66,711-100%$1.8M———
Snowden Capital Advisors LLC
N/A—66,471-66,471-100%$1.8M———
Argent Trust Co
N/A—66,165-66,165-100%$1.8M———
Continuum Advisory, LLC
N/A—65,507-65,507-100%$1.8M———
Atlas Legacy Advisors, LLC
N/A—64,780-64,780-100%$1.8M———
CreativeOne Wealth, LLC
N/A—64,757-64,757-100%$1.8M———
Biondo Investment Advisors, LLC
N/A—63,838-63,838-100%$1.7M———
Per Stirling Capital Management, Llc.
N/A—63,605-63,605-100%$1.7M———
Mutual Advisors, LLC
N/A—63,300-63,300-100%$1.7M———
PFG Investments, LLC
N/A—62,940-62,940-100%$1.7M———
AFT, Forsyth & Company, Inc.
N/A—61,677-61,677-100%$1.7M———
Wellspring Financial Advisors, LLC
N/A—61,365-61,365-100%$1.7M———
Flow Traders U.S. LLC
N/A—61,189-61,189-100%$1.7M———
Jackson, Grant Investment Advisers, Inc.
N/A—60,152-60,152-100%$1.6M———
M3 Wealth Management, LLC
N/A—59,889-59,889-100%$1.6M———
Anchor Investment Management, LLC
N/A—59,045-59,045-100%$1.6M———
Madden Advisory Services, Inc.
N/A—58,990-58,990-100%$1.6M———
Evercore Wealth Management, LLC
N/A—58,960-58,960-100%$1.6M———
O'shaughnessy Asset Management, LLC
N/A—58,144-58,144-100%$1.6M———
Iconiq Capital, LLC
N/A—57,825-57,825-100%$1.6M———
IEQ Capital, LLC
N/A—56,111-56,111-100%$1.5M———
Ancora Advisors LLCA
N/A—55,683-55,683-100%$1.5M———
SOA Wealth Advisors, Llc.
N/A—55,349-55,349-100%$1.5M———
Operose Advisors LLC
N/A—55,276-55,276-100%$1.5M———
Oversea-Chinese Banking Corp Ltd
N/A—55,261-55,261-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—54,133-54,133-100%$1.5M———
Federation des caisses Desjardins du Quebec
N/A—50,385-50,385-100%$1.4M———
Prosperity Consulting Group, LLC
N/A—48,334-48,334-100%$1.3M———
Pettyjohn, Wood & White, Inc
N/A—48,100-48,100-100%$1.3M———
Sequoia Financial Advisors, LLC
N/A—47,889-47,889-100%$1.3M———
Talisman Wealth Advisors LLC
N/A—47,161-47,161-100%$1.3M———
Susquehanna International Group, LLP
N/A—45,609-45,609-100%$1.3M———
D. E. Shaw & Co., Inc.
N/A—42,920-42,920-100%$1.2M———
Thompson David Blair
N/A—41,382-41,382-100%$1.1M———
Brown Advisory Inc
N/A—39,824-39,824-100%$1.1M———
Coppell Advisory Solutions LLC
N/A—39,497-39,497-100%$75———
Curi Capital, LLC
N/A—39,488-39,488-100%$1.1M———
Chevy Chase Trust Holdings, LLC
N/A—39,235-39,235-100%$1.1M———
WealthShield Partners, LLC
N/A—38,627-38,627-100%$1.1M———
SouthState Bank Corp
N/A—37,710-37,710-100%$1.0M———
Tacita Capital Inc
N/A—37,700-37,700-100%$1.0M———
White Pine Capital LLC
N/A—37,465-37,465-100%$1.0M———
Capital Analysts, LLC
N/A—37,290-37,290-100%$1.0M———
Kintra Wealth, LLC
N/A—36,392-36,392-100%$1.1M———
World Investment Advisors
N/A—35,845-35,845-100%$3.4M———
Northwest Bancshares, Inc.
N/A—35,735-35,735-100%$979.5K———
Van Hulzen Asset Management, LLC
N/A—34,840-34,840-100%$955.0K———
Element Wealth, LLC
N/A—34,446-34,446-100%$944.2K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—34,181-34,181-100%$936.9K———
Spirepoint Private Client, LLC
N/A—32,980-32,980-100%$904.0K———
GWN Securities Inc.
N/A—32,374-32,374-100%$887.4K———
Focus Partners Advisor Solutions, LLC
N/A—32,220-32,220-100%$883.2K———
NorthRock Partners, LLC
N/A—31,940-31,940-100%$875.5K———
Everpar Advisors LLC
N/A—31,690-31,690-100%$868.6K———
Northern Trust Corp
N/A—31,195-31,195-100%$855.1K———
Beto Financial Group, LLC
N/A—31,172-31,172-100%$878.4K———
American Wealth Advisors, LLC
N/A—31,044-31,044-100%$850.9K———
Leavell Investment Management, Inc.
N/A—30,655-30,655-100%$840.3K———
Ameritas Advisory Services, LLC
N/A—30,207-30,207-100%$828.0K———
SHP Wealth Management
N/A—29,891-29,891-100%$819.3K———
Coldstream Capital Management Inc
N/A—29,483-29,483-100%$808.1K———
Sound View Wealth Advisors Group, LLC
N/A—29,375-29,375-100%$805.2K———
First Manhattan Co. Llc.
N/A—28,965-28,965-100%$793.9K———
Bank of Nova Scotia
N/A—28,645-28,645-100%$785.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—28,094-28,094-100%$770.1K———
Concentrum Wealth Management
N/A—27,903-27,903-100%$764.8K———
Summit Wealth & Retirement Planning, Inc.
N/A—27,861-27,861-100%$763.7K———
Ausdal Financial Partners, Inc.
N/A—26,821-26,821-100%$735.2K———
LGL Partners, LLC
N/A—25,742-25,742-100%$705.6K———
NewEdge Wealth, LLC
N/A—25,638-25,638-100%$702.7K———
CIBC Bancorp USA Inc.
N/A—25,078-25,078-100%$687.4K———
Two Sigma Securities, LLC
N/A—24,880-24,880-100%$682.0K———
Quantum Portfolio Management LLC
N/A—24,687-24,687-100%$676.7K———
Destination Wealth Management
N/A—23,955-23,955-100%$656.6K———
Sovereign Financial Group, Inc.
N/A—23,555-23,555-100%$645.6K———
Chatterton & Associates Inc.
N/A—23,395-23,395-100%$645.2K———
WorthPointe, LLC
N/A—23,276-23,276-100%$638.0K———
Birchcreek Wealth Management, LLC
N/A—23,235-23,235-100%$636.9K———
Renaissance Technologies LLC
N/A—23,000-23,000-100%$630.4K———
PMG Wealth Management, Inc.
N/A—22,200-22,200-100%$608.5K———
Mosaic Family Wealth Partners, LLC
N/A—22,189-22,189-100%$608.2K———
Brooks, Moore & Associates, Inc.
N/A—21,670-21,670-100%$594.0K———
Olde Wealth Management, LLC
N/A—21,610-21,610-100%$592.0K———
Invst, LLC
N/A—21,367-21,367-100%$585.7K———
Oakmont Advisory Group, LLC
N/A—20,931-20,931-100%$573.7K———
Fort Sheridan Advisors LLC
N/A—20,663-20,663-100%$566.4K———
Gateway Wealth Partners, LLC
N/A—20,384-20,384-100%$558.7K———
Index Technologies Group LLC
N/A—20,276-20,276-100%$555.8K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—20,055-20,055-100%$549.7K———
1 North Wealth Services LLC
N/A—20,025-20,025-100%$548.9K———
Navis Wealth Advisors, LLC
N/A—19,920-19,920-100%$546.0K———
Coastal Bridge Advisors, LLC
N/A—19,557-19,557-100%$536.0K———
Pacific SUN Financial Corp
N/A—19,545-19,545-100%$535.7K———
Stephens Inc
N/A—19,490-19,490-100%$534.2K———
Flputnam Investment Management Co
N/A—18,868-18,868-100%$536.3K———
Geneos Wealth Management Inc.
N/A—18,295-18,295-100%$501.5K———
Arete Wealth Advisors, LLC
N/A—17,762-17,762-100%$486.9K———
Bleakley Financial Group, LLC
N/A—17,730-17,730-100%$486.0K———
Composition Wealth, LLC
N/A—17,635-17,635-100%$483.4K———
Greenline Partners, LLC
N/A—17,480-17,480-100%$479.1K———
Pursue Wealth Partners LLC
N/A—17,475-17,475-100%$479.0K———
Perennial Investment Advisors, LLC
N/A—17,400-17,400-100%$476.9K———
Cary Street Partners Financial LLC
N/A—17,311-17,311-100%$474.5K———
RIK Saylor Financial, Inc.
N/A—17,275-17,275-100%$473.5K———
Synergy Investment Management, LLC
N/A—17,041-17,041-100%$467.1K———
Snowwater Investment Partners, LLC
N/A—16,750-16,750-100%$459.1K———
Wealth Alliance, LLC
N/A—16,036-16,036-100%$439.5K———
Hanover Advisors Inc
N/A—15,995-15,995-100%$438.4K———
OakTrust Wealth Advisors, LLC
N/A—15,953-15,953-100%$437.3K———
Peapack Gladstone Financial Corp
N/A—15,770-15,770-100%$433.0K———
Circle Wealth Management, LLC
N/A—15,720-15,720-100%$430.9K———
Summit Financial, LLC
N/A—15,659-15,659-100%$429.2K———
Maridea Wealth Management LLC
N/A—15,532-15,532-100%$425.7K———
Ameriflex Group, Inc.
N/A—15,289-15,289-100%$419.1K———
Sfmg, LLC
N/A—15,252-15,252-100%$418.0K———
Premier Private Wealth Management LLC
N/A—15,214-15,214-100%$417.0K———
UBS Asset Management Americas LLC
N/A—15,067-15,067-100%$413.0K———
Intrepid Financial Planning Group LLC
N/A—14,570-14,570-100%$399.4K———
Foundations Investment Advisors, LLC
N/A—14,338-14,338-100%$393.0K———
Madison Wealth Partners, Inc
N/A—14,221-14,221-100%$389.8K———
South Plains Financial, Inc.
N/A—14,025-14,025-100%$384.3K———
Betterment LLC
N/A—13,987-13,987-100%$383.0K———
Dopkins Wealth Management, LLC
N/A—13,900-13,900-100%$381.0K———
Fiduciary Trust Co
N/A—13,775-13,775-100%$377.6K———
Alpha Financial Partners LLC
N/A—13,755-13,755-100%$377.0K———
Smith, Moore & Co.
N/A—13,600-13,600-100%$372.8K———
XTX Topco Ltd
N/A—13,489-13,489-100%$369.7K———
Becker Capital Management Inc
N/A—13,445-13,445-100%$368.5K———
Mission Creek Capital Partners, Inc.
N/A—13,339-13,339-100%$365.6K———
EFG International AG
N/A—13,170-13,170-100%$361.0K———
Stratos Wealth Advisors, LLC
N/A—13,156-13,156-100%$360.6K———
Seeds Investor LLC
N/A—12,945-12,945-100%$354.8K———
Keystone Financial Group
N/A—12,500-12,500-100%$342.6K———
Star Financial Bank
N/A—12,040-12,040-100%$330.0K———
Advyzon Investment Management, LLC
N/A—11,908-11,908-100%$326.4K———
Main Street Financial Solutions, LLC
N/A—11,765-11,765-100%$322.5K———
Tyche Wealth Partners LLC
N/A—11,580-11,580-100%$317.4K———
Jackson Wealth Management, LLC
N/A—11,479-11,479-100%$315.0K———
Bouchey Financial Group, Ltd.
N/A—11,325-11,325-100%$310.4K———
Modern Wealth Management, LLC
N/A—11,210-11,210-100%$307.3K———
Hamrick Investment Counsel, llc
N/A—10,685-10,685-100%$292.9K———
Bluespring Wealth Management, LLC
N/A—10,165-10,165-100%$278.6K———
Consilio Wealth Advisors, LLC
N/A—10,055-10,055-100%$275.6K———
Marshall Financial Group, LLC
N/A—10,050-10,050-100%$275.5K———
Sykon Capital LLC
N/A—10,013-10,013-100%$274.4K———
Townsquare Capital LLC
N/A—10,007-10,007-100%$274.3K———
One Capital Management, LLC
N/A—10,002-10,002-100%$1.4M———
OneAscent Financial Services LLC
N/A—9,970-9,970-100%$273.3K———
Brown Brothers Harriman & Co
N/A—9,640-9,640-100%$264.2K———
Impact Partnership Wealth, LLC
N/A—9,638-9,638-100%$264.2K———
Midwestern Financial, LLC
N/A—9,476-9,476-100%$259.7K———
Performance Wealth Partners, LLC
N/A—9,402-9,402-100%$257.7K———
Fiduciary Financial Advisors
N/A—9,373-9,373-100%$256.9K———
Note Advisors, LLC
N/A—9,271-9,271-100%$254.1K———
Financial Engines Advisors L.L.C.
N/A—9,190-9,190-100%$251.9K———
SageView Advisory Group, LLC
N/A—9,123-9,123-100%$250.1K———
Southeast Asset Advisors, LLC
N/A—8,950-8,950-100%$245.3K———
Cascade Financial Partners, LLC
N/A—8,900-8,900-100%$243.9K———
Resurgent Financial Advisors LLC
N/A—8,886-8,886-100%$243.6K———
Transamerica Financial Advisors, LLC
N/A—8,875-8,875-100%$243.3K———
Dorsey & Whitney Trust Co LLC
N/A—8,875-8,875-100%$243.3K———
Whalerock Point Partners, LLC
N/A—8,780-8,780-100%$240.7K———
Whittier Trust Co
N/A—8,770-8,770-100%$242.9K———
Storen Legacy Partners, LLC
N/A—8,718-8,718-100%$239.0K———
GeoWealth Management, LLC
N/A—8,533-8,533-100%$233.9K———
Gambit Capital Management, LLC
N/A—8,525-8,525-100%$233.7K———
Pure Financial Advisors, LLC
N/A—8,325-8,325-100%$228.2K———
Commerce Bank
N/A—8,245-8,245-100%$226.0K———
Shared Vision Wealth Group LLC
N/A—8,184-8,184-100%$224.3K———
BTG Pactual Asset Management US LLC
N/A—8,160-8,160-100%$223.7K———
Empower Advisory Group, LLC
N/A—8,080-8,080-100%$221.5K———
Meramec Financial Planners, LLC
N/A—7,967-7,967-100%$229.0K———
RWA Wealth Partners, LLC
N/A—7,855-7,855-100%$215.3K———
TRB Wealth Management, LLC
N/A—7,791-7,791-100%$213.5K———
Belpointe Asset Management LLC
N/A—7,785-7,785-100%$213.4K———
Kiley Juergens Wealth Management, LLC
N/A—7,550-7,550-100%$206.9K———
Seven Springs Wealth Group, LLC
N/A—7,500-7,500-100%$205.6K———
Arbor Trust Wealth Advisors, LLC
N/A—7,491-7,491-100%$205.3K———
Centaurus Financial, Inc.
N/A—6,686-6,686-100%$183.0K———
Colonial Trust Co / SC
N/A—6,365-6,365-100%$174.5K———
Paladin Advisory Group, LLC
N/A—5,795-5,795-100%$158.8K———
Nalls Sherbakoff Group, LLC
N/A—5,767-5,767-100%$158.1K———
Westfuller Advisors, LLC
N/A—5,248-5,248-100%$143.9K———
New Republic Capital, LLC
N/A—5,000-5,000-100%$137.1K———
Horizon Investments, LLC
N/A—4,655-4,655-100%$127.2K———
Vision Retirement, LLC
N/A—4,610-4,610-100%$126.4K———
Cheviot Value Management, LLC
N/A—4,470-4,470-100%$122.5K———
CVA Family Office, LLC
N/A—4,425-4,425-100%$121.3K———
Glen Eagle Advisors, LLC
N/A—4,415-4,415-100%$121.0K———
Dunhill Financial, LLC
N/A—4,410-4,410-100%$120.9K———
HHM Wealth Advisors, LLC
N/A—4,100-4,100-100%$112.4K———
NI Acquisitions Company, LLC
N/A—4,005-4,005-100%$109.8K———
Nova Wealth Management, Inc.
N/A—3,959-3,959-100%$108.5K———
LRI Investments, LLC
N/A—3,600-3,600-100%$98.7K———
Rothschild Investment LLC
N/A—3,550-3,550-100%$97.3K———
Allied Private Wealth LLC
N/A—3,150-3,150-100%$87.7K———
Glassman Wealth Services
N/A—3,103-3,103-100%$85.0K———
Vanguard Advisers Inc
N/A—2,974-2,974-100%$81.5K———
Three Bearings Fiduciary Advisors, Inc.
N/A—2,530-2,530-100%$69.3K———
Founders Financial Alliance, LLC
N/A—2,377-2,377-100%$65.2K———
Hollencrest Capital Management
N/A—2,250-2,250-100%$61.7K———
Measured Wealth Private Client Group, LLC
N/A—1,970-1,970-100%$54.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,837-1,837-100%$50.3K———
Highland Investment Advisors LLC
N/A—1,825-1,825-100%$50.0K———
Ameritas Investment Partners, Inc.
N/A—1,775-1,775-100%$48.7K———
Caitlin John, LLC
N/A—1,725-1,725-100%$47.3K———
Liberty Wealth Management LLC
N/A—1,616-1,616-100%$219.3K———
Banque Cantonale Vaudoise
N/A—1,600-1,600-100%$44.0K———
Avalon Trust Co
N/A—1,500-1,500-100%$41.1K———
Bogart Wealth, LLC
N/A—1,420-1,420-100%$38.9K———
Webster Bank, N. A.
N/A—1,395-1,395-100%$38.2K———
Hantz Financial Services, Inc.
N/A—1,315-1,315-100%$36.0K———
Bellevue Asset Management, LLC
N/A—1,250-1,250-100%$34.3K———
Tidemark, LLC
N/A—1,220-1,220-100%$33.4K———
Vanguard National Trust Co
N/A—900-900-100%$24.7K———
Mark Sheptoff Financial Planning, LLC
N/A—825-825-100%$22.6K———
HighMark Wealth Management LLC
N/A—705-705-100%$19.3K———
Seneschal Advisors, LLC
N/A—650-650-100%$17.8K———
Cary Street Partners Investment Advisory LLC
N/A—606-606-100%$16.6K———
Johnson Financial Group, Inc.
N/A—560-560-100%$15.4K———
JPL Wealth Management, LLC
N/A—510-510-100%$14.0K———
PIN OAK Investment Advisors Inc
N/A—460-460-100%$13———
Burnham & Co LLC
N/A—446-446-100%$12.2K———
Providence Capital Advisors, LLC
N/A—420-420-100%$11.5K———
Front Row Advisors LLC
N/A—400-400-100%$11.6K———
Sankala Group LLC
N/A—365-365-100%$10.8K———
Roble, Belko & Company, Inc
N/A—300-300-100%$8———
Bartlett & Co. Wealth Management LLC
N/A—290-290-100%$7.9K———
Timbuktu Capital Management, LLC
N/A—273-273-100%$7.5K———
Aviso Financial Inc.
N/A—260-260-100%$7.1K———
Edmond de Rothschild Holding S.A.
N/A—220-220-100%$6.0K———
Wellington-Altus USA Inc.
N/A—220-220-100%$29.9K———
Miller Capital Partners, Inc.
N/A—200-200-100%$5.5K———
Silicon Valley Capital Partners
N/A—155-155-100%$4.2K———
Bernard Wealth Management Corp.
N/A—130-130-100%$3.6K———
Strive Financial Group,LLC
N/A—105-105-100%$2.9K———
Mcguire Capital Advisors Inc
N/A—95-95-100%$2.6K———
Gould Capital, LLC
N/A—90-90-100%$2.5K———
Strategic Wealth Partners, Ltd.
N/A—88-88-100%$2.4K———
Keating Financial Advisory Services, Inc.
N/A—10-10-100%$274———
Tower Research Capital LLC (TRC)
N/A—2-2-100%$55———
Showing 937 of 937 institutions