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Ishares Msci USA MIN VOL FAC (USMV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,976,002 from 4,702,673
Change+273,329 (+6%)
Value$496.4M (+$37.9M)
Filed 2026-10-13
Catalyst Capital Advisors LLC
INCREASED
Shares4,699,415 from 4,455,291
Change+244,124 (+5%)
Value$457.9M (+$28.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares1,759,157 from 1,816,713
Change-57,556 (-3%)
Value$171.4M (-$3.8M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,094,524 from 1,093,909
Change+615 (+0%)
Value$106.7K (-$105.4M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares1,071,075 from 1,346,488
Change-275,413 (-20%)
Value$104.4M (-$25.5M)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares989,315 from 53,348
Change+935,967 (+1754%)
Value$96.4M (+$91.3M)
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares801,426 from 818,996
Change-17,570 (-2%)
Value$78.1M (-$909.4K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares635,347 from 673,975
Change-38,628 (-6%)
Value$61.9M (-$3.1M)
Filed 2026-11-05
Facet Wealth, Inc.
DECREASED
Shares463,787 from 467,953
Change-4,166 (-1%)
Value$45.2M (+$52.7K)
Filed 2026-11-04
High Probability Advisors, LLC
INCREASED
Shares436,792 from 417,169
Change+19,623 (+5%)
Value$42.6M (+$2.3M)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares386,099 from 375,016
Change+11,083 (+3%)
Value$37.6M (+$1.4M)
Filed 2026-10-30
Symmetry Partners, LLC
INCREASED
Shares369,826 from 357,531
Change+12,295 (+3%)
Value$36.0M (+$1.5M)
Filed 2026-10-27
Klingman & Associates, LLC
DECREASED
Shares346,991 from 354,842
Change-7,851 (-2%)
Value$33.8M (-$417.3K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED
Shares337,174 from 352,667
Change-15,493 (-4%)
Value$32.9M (-$1.2M)
Filed 2026-10-16
Lineweaver Wealth Advisors, LLC
INCREASED
Shares334,770 from 330,997
Change+3,773 (+1%)
Value$32.6M (+$692.0K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares328,386 from 306,368
Change+22,018 (+7%)
Value$32.0M (+$2.4M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares327,781 from 329,372
Change-1,591 (0%)
Value$31.9M (+$167.8K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares298,423 from 251,132
Change+47,291 (+19%)
Value$29.1M (+$4.9M)
Filed 2026-11-04
Keybank National Association
INCREASED
Shares286,556 from 285,277
Change+1,279 (+0%)
Value$27.9M (+$404.2K)
Filed 2026-11-04
One Way Holdings LLC
DECREASED
Shares279,074 from 289,589
Change-10,515 (-4%)
Value$27.2M (-$740.7K)
Filed 2026-10-29
Bank of New York Mellon Corp
DECREASED
Shares259,301 from 300,365
Change-41,064 (-14%)
Value$25.3M (-$3.7M)
Filed 2026-11-05
Anderson Hoagland & Co
INCREASED
Shares252,449 from 213,114
Change+39,335 (+18%)
Value$26.1M (+$5.6M)
Filed 2026-10-23
Cassia Capital Partners, LLC
INCREASED
Shares240,919 from 237,046
Change+3,873 (+2%)
Value$23.5M (+$621.0K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
DECREASED
Shares233,547 from 253,692
Change-20,145 (-8%)
Value$22.8M (-$1.7M)
Filed 2026-11-04
Well Done, LLC
DECREASED
Shares227,734 from 230,337
Change-2,603 (-1%)
Value$22.2M (-$27.9K)
Filed 2026-10-20
Citizens Financial Group Inc
DECREASED
Shares216,033 from 228,133
Change-12,100 (-5%)
Value$21.1M (-$955.5K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
DECREASED
Shares214,484 from 224,182
Change-9,698 (-4%)
Value$20.9K (-$726)
Filed 2026-10-27
Sagespring Wealth Partners, LLC
DECREASED
Shares212,969 from 224,652
Change-11,683 (-5%)
Value$20.8M (-$918.2K)
Filed 2026-10-22
Journey Advisory Group, LLC
DECREASED
Shares210,192 from 219,463
Change-9,271 (-4%)
Value$20.5M (-$688.2K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares207,767 from 174,126
Change+33,641 (+19%)
Value$20.2M (+$3.4M)
Filed 2026-11-04
Barrett & Company, Inc.
INCREASED
Shares193,901 from 191,781
Change+2,120 (+1%)
Value$18.9M (+$394.5K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares193,664 from 256,280
Change-62,616 (-24%)
Value$18.9K (-$24.7M)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares192,598 from 198,781
Change-6,183 (-3%)
Value$18.8M (-$407.7K)
Filed 2026-10-28
Darrow Company, Inc.
INCREASED
Shares184,583 from 180,315
Change+4,268 (+2%)
Value$18.0M (+$592.7K)
Filed 2026-10-22
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares178,089 from 174,990
Change+3,099 (+2%)
Value$17.4M (+$473.4K)
Filed 2026-10-29
Asset Advisors Investment Management, LLC
INCREASED
Shares174,065 from 171,637
Change+2,428 (+1%)
Value$17.0M (+$404.8K)
Filed 2026-10-19
Aspen Private Advisors, LLC
DECREASED
Shares172,916 from 176,422
Change-3,506 (-2%)
Value$16.8M (-$168.7K)
Filed 2026-10-27
Leelyn Smith, LLC
INCREASED
Shares168,833 from 165,959
Change+2,874 (+2%)
Value$16.5M (+$442.7K)
Filed 2026-11-03
Armbruster Capital Management, Inc.
DECREASED
Shares161,818 from 165,518
Change-3,700 (-2%)
Value$15.8M (-$198.3K)
Filed 2026-10-19
Trinity Wealth Management, LLC
INCREASED
Shares155,276 from 154,469
Change+807 (+1%)
Value$15.1M (+$230.0K)
Filed 2026-10-13
Kwmg, LLC
INCREASED
Shares153,852 from 144,434
Change+9,418 (+7%)
Value$15.0M (+$1.1M)
Filed 2026-10-07
Beacon Bank & Trust
DECREASED
Shares153,487 from 153,496
Change-9 (0%)
Value$15.0M (+$149.5K)
Filed 2026-10-27
Founders Financial Securities LLC
DECREASED
Shares152,509 from 152,510
Change-1 (0%)
Value$14.9M (+$149.4K)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares150,971 from 98,759
Change+52,212 (+53%)
Value$14.7M (+$5.2M)
Filed 2026-10-23
Koenig Investment Advisory, LLC
DECREASED
Shares148,040 from 150,113
Change-2,073 (-1%)
Value$14.4M (-$54.9K)
Filed 2026-10-09
Syntegra Private Wealth Group, LLC
DECREASED
Shares147,233 from 149,415
Change-2,182 (-1%)
Value$14.3M (-$66.2K)
Filed 2026-10-13
Carrera Capital Advisors
INCREASED
Shares146,708 from 146,448
Change+260 (+0%)
Value$14.3M (+$168.8K)
Filed 2026-11-03
Clear Wave Wealth Management LLC
DECREASED
Shares144,290 from 146,448
Change-2,158 (-1%)
Value$14.1M (-$66.8K)
Filed 2026-11-04
Ironwood Wealth Management, Inc.
INCREASED
Shares141,996 from 141,399
Change+597 (+0%)
Value$14.2M (+$401.9K)
Filed 2026-10-14
Verus Capital Partners, LLC
INCREASED
Shares139,731 from 138,170
Change+1,561 (+1%)
Value$13.6M (+$287.5K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares134,283 from 153,316
Change-19,033 (-12%)
Value$13.1M (-$1.7M)
Filed 2026-11-05
Rakuten Investment Management, Inc.
INCREASED
Shares133,284 from 112,879
Change+20,405 (+18%)
Value$13.0M (+$2.2M)
Filed 2026-10-30
Beacon Advisors Holdings, LLC
INCREASED
Shares133,017 from 129,580
Change+3,437 (+3%)
Value$13.0M (+$461.8K)
Filed 2026-10-27
Wealth Management Resources, Inc.
INCREASED
Shares133,013 from 129,736
Change+3,277 (+3%)
Value$13.0M (+$446.4K)
Filed 2026-10-21
White Pine Investment Co
INCREASED
Shares130,257 from 129,782
Change+475 (+0%)
Value$12.7K (-$12.5M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares127,534 from 122,383
Change+5,151 (+4%)
Value$12.4M (+$621.9K)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares126,229 from 145,583
Change-19,354 (-13%)
Value$12.3M (-$1.7M)
Filed 2026-10-28
Jmac Enterprises LLC
INCREASED
Shares124,507 from 123,482
Change+1,025 (+1%)
Value$12.1M (+$220.9K)
Filed 2026-10-30
Pacific Center for Financial Services
DECREASED
Shares123,489 from 228,692
Change-105,203 (-46%)
Value$12.0M (-$10.0M)
Filed 2026-10-15
Syntax Research, Inc.
INCREASED
Shares119,074 from 113,288
Change+5,786 (+5%)
Value$11.6M (+$674.7K)
Filed 2026-11-04
Courier Capital LLC
INCREASED
Shares117,998 from 107,268
Change+10,730 (+10%)
Value$11.5M (+$1.2M)
Filed 2026-10-19
MV Capital Management, Inc.
DECREASED
Shares114,790 from 135,164
Change-20,374 (-15%)
Value$11.2M (-$1.9M)
Filed 2026-10-29
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares110,126 from 112,746
Change-2,620 (-2%)
Value$10.7M (-$144.8K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares109,970 from 118,607
Change-8,637 (-7%)
Value$10.7M (-$725.3K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares109,155 from 104,834
Change+4,321 (+4%)
Value$10.6M (+$523.8K)
Filed 2026-11-05
Capital Planning LLC
DECREASED
Shares107,659 from 108,209
Change-550 (-1%)
Value$10.5M (+$52.5K)
Filed 2026-10-09
Garrett Wealth Advisory Group, LLC
DECREASED
Shares105,322 from 107,404
Change-2,082 (-2%)
Value$10.3M (-$97.6K)
Filed 2026-10-22
Flagship Private Wealth, LLC
DECREASED
Shares103,778 from 103,914
Change-136 (0%)
Value$10.1M (+$88.6K)
Filed 2026-11-05
Kelly Financial Group LLC
DECREASED
Shares97,674 from 98,110
Change-436 (0%)
Value$9.5M (+$53.6K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares97,625 from 71,668
Change+25,957 (+36%)
Value$9.5M (+$2.6M)
Filed 2026-11-03
Brickley Wealth Management
DECREASED
Shares97,350 from 99,796
Change-2,446 (-2%)
Value$9.5M (-$140.5K)
Filed 2026-11-04
Apella Capital, LLC
DECREASED
Shares97,265 from 103,342
Change-6,077 (-6%)
Value$9.7M (-$486.8K)
Filed 2026-10-08
Winthrop Capital Management, LLC
DECREASED
Shares97,210 from 97,379
Change-169 (0%)
Value$9.5M (+$79.1K)
Filed 2026-11-05
Diversify Advisory Services, LLC
DECREASED
Shares96,833 from 115,466
Change-18,633 (-16%)
Value$9.8M (-$1.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares96,833 from 115,466
Change-18,633 (-16%)
Value$9.8M (-$1.4M)
Filed 2026-10-20
Moneco Advisors, LLC
DECREASED
Shares96,730 from 100,105
Change-3,375 (-3%)
Value$9.4M (-$230.8K)
Filed 2026-11-05
New England Private Wealth Advisors LLC
INCREASED
Shares95,479 from 95,292
Change+187 (+0%)
Value$9.3M (+$64.9K)
Filed 2026-10-19
Financial Enhancement Group LLC
INCREASED
Shares92,840 from 92,415
Change+425 (+0%)
Value$9.2M (+$322.3K)
Filed 2026-10-08
Calamos Wealth Management LLC
UNCHANGED
Shares92,508 from 92,508
Change0 (0%)
Value$9.0M (+$90.7K)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares87,468 from 110,492
Change-23,024 (-21%)
Value$8.5M (-$2.1M)
Filed 2026-10-23
Able Wealth Management LLC
INCREASED
Shares84,190 from 81,811
Change+2,379 (+3%)
Value$8.3M (+$441.6K)
Filed 2026-10-13
L. Roy Papp & Associates, LLP
INCREASED
Shares82,901 from 77,300
Change+5,601 (+7%)
Value$8.1M (+$621.6K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares82,853 from 73,191
Change+9,662 (+13%)
Value$8.1M (+$1.0M)
Filed 2026-10-29
Mascoma Wealth Management LLC
INCREASED
Shares82,451 from 79,350
Change+3,101 (+4%)
Value$8.0M (+$380.0K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
DECREASED
Shares81,819 from 82,314
Change-495 (-1%)
Value$8.0M (+$32.4K)
Filed 2026-11-02
Legacy Advisory Services, LLC
DECREASED
Shares79,587 from 122,116
Change-42,529 (-35%)
Value$7.8M (-$4.0M)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares79,084 from 72,795
Change+6,289 (+9%)
Value$8.1M (+$1.1M)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED
Shares77,372 from 78,300
Change-928 (-1%)
Value$7.5M (-$13.6K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares77,204 from 75,582
Change+1,622 (+2%)
Value$7.5M (+$232.0K)
Filed 2026-10-14
Csenge Advisory Group
INCREASED
Shares75,461 from 71,877
Change+3,584 (+5%)
Value$7.4M (+$419.7K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares75,073 from 78,604
Change-3,531 (-4%)
Value$7.3M (-$270.9K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
DECREASED
Shares73,110 from 74,283
Change-1,173 (-2%)
Value$7.1M (-$41.5K)
Filed 2026-10-26
iA Global Asset Management Inc.
UNCHANGED
Shares72,015 from 72,015
Change0 (0%)
Value$7.0K (-$6.9M)
Filed 2026-10-29
Birchbrook, Inc.
DECREASED
Shares69,769 from 70,524
Change-755 (-1%)
Value$6.8M (-$4.5K)
Filed 2026-10-14
Shore Point Advisors, LLC
DECREASED
Shares69,397 from 70,368
Change-971 (-1%)
Value$6.8M (-$25.7K)
Filed 2026-10-14
Thrivent Financial for Lutherans
DECREASED
Shares68,158 from 71,028
Change-2,870 (-4%)
Value$6.7M (-$200.0K)
Filed 2026-11-05
Aspiriant, LLC
DECREASED
Shares68,157 from 79,030
Change-10,873 (-14%)
Value$6.6M (-$982.0K)
Filed 2026-10-16
Redwood Park Advisors LLC
INCREASED
Shares67,104 from 66,390
Change+714 (+1%)
Value$6.5M (+$134.6K)
Filed 2026-11-02
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares67,053 from 71,589
Change-4,536 (-6%)
Value$6.5M (-$371.8K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares64,329 from 57,093
Change+7,236 (+13%)
Value$6.3M (+$761.1K)
Filed 2026-10-22
Independence Bank of Kentucky
DECREASED
Shares63,602 from 63,882
Change-280 (0%)
Value$6.2M (+$35.3K)
Filed 2026-10-26
Camden National Bank
INCREASED
Shares61,169 from 58,985
Change+2,184 (+4%)
Value$6.0M (+$270.6K)
Filed 2026-11-02
Guerra PAN Advisors, LLC
DECREASED
Shares61,069 from 61,853
Change-784 (-1%)
Value$6.2M (+$218.1K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares60,290 from 63,293
Change-3,003 (-5%)
Value$5.9M (-$230.6K)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares58,198 from 57,885
Change+313 (+1%)
Value$5.7M (+$87.3K)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares56,866 from 59,534
Change-2,668 (-4%)
Value$5.5M (-$201.7K)
Filed 2026-10-15
1900 Wealth Management LLC
DECREASED
Shares56,332 from 57,012
Change-680 (-1%)
Value$5.5M (-$10.3K)
Filed 2026-10-13
Aureum Wealth Management, LLC
INCREASED
Shares55,097 from 50,047
Change+5,050 (+10%)
Value$5.4M (+$541.1K)
Filed 2026-10-15
CFM Wealth Partners LLC
DECREASED
Shares55,004 from 56,808
Change-1,804 (-3%)
Value$5.4M (-$120.1K)
Filed 2026-11-05
High Net Worth Advisory Group LLC
DECREASED
Shares54,515 from 55,252
Change-737 (-1%)
Value$5.3M (-$17.8K)
Filed 2026-10-26
Sound Portfolio Advisors, LLC
DECREASED
Shares54,119 from 58,581
Change-4,462 (-8%)
Value$5.3M (-$377.4K)
Filed 2026-11-05
Investment Partners, Ltd.
INCREASED
Shares53,258 from 31,191
Change+22,067 (+71%)
Value$5.2M (+$2.2M)
Filed 2026-10-29
WealthBridge Capital Management, LLC
DECREASED
Shares53,046 from 54,152
Change-1,106 (-2%)
Value$5.2M (-$54.8K)
Filed 2026-10-16
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares53,045 from 60,182
Change-7,137 (-12%)
Value$5.2M (-$636.4K)
Filed 2026-10-19
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares52,787 from 52,587
Change+200 (+0%)
Value$5.1M (+$71.0K)
Filed 2026-10-19
Invariant Investment Management
INCREASED
Shares52,585 from 51,863
Change+722 (+1%)
Value$5.2M (+$87.5K)
Filed 2026-10-08
Apollon Financial, LLC
DECREASED
Shares52,270 from 54,022
Change-1,752 (-3%)
Value$5.1M (-$117.7K)
Filed 2026-10-23
Bokf, NA
UNCHANGED
Shares51,914 from 51,914
Change0 (0%)
Value$5.1M (+$50.9K)
Filed 2026-10-27
Mann Financial Group, Inc.
DECREASED
Shares51,266 from 61,723
Change-10,457 (-17%)
Value$5.0M (-$958.4K)
Filed 2026-10-15
RHS Financial, LLC
INCREASED
Shares51,131 from 49,931
Change+1,200 (+2%)
Value$5.0M (+$165.9K)
Filed 2026-10-13
Cornerstone Planning, LLC
INCREASED
Shares50,861 from 50,464
Change+397 (+1%)
Value$4.9M (+$53.0K)
Filed 2026-10-27
Caliber Wealth Management, LLC / KS
DECREASED
Shares49,650 from 50,834
Change-1,184 (-2%)
Value$4.8M (-$65.6K)
Filed 2026-11-04
Tompkins Financial Corp
DECREASED
Shares48,414 from 49,843
Change-1,429 (-3%)
Value$4.7M (-$90.4K)
Filed 2026-10-05
Mullooly Asset Management, Inc.
INCREASED
Shares47,505 from 40,918
Change+6,587 (+16%)
Value$4.6M (+$681.9K)
Filed 2026-10-30
Cordatus Wealth Management LLC
DECREASED
Shares47,091 from 48,112
Change-1,021 (-2%)
Value$4.6M (-$52.3K)
Filed 2026-10-19
Montecito Bank & Trust
DECREASED
Shares45,269 from 45,369
Change-100 (0%)
Value$4.4M (+$34.7K)
Filed 2026-10-01
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares44,937 from 34,377
Change+10,560 (+31%)
Value$4.4M (+$1.1M)
Filed 2026-10-07
Focus Financial Network, Inc.
INCREASED
Shares43,690 from 42,476
Change+1,214 (+3%)
Value$4.3M (+$159.9K)
Filed 2026-10-14
Milestone Investment Advisors LLC
DECREASED
Shares43,565 from 46,446
Change-2,881 (-6%)
Value$4.2M (-$235.2K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
DECREASED
Shares41,699 from 42,051
Change-352 (-1%)
Value$4.1M (+$7.5K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares41,658 from 57,284
Change-15,626 (-27%)
Value$4.1M (-$1.5M)
Filed 2026-10-16
Fragasso Financial Advisors Inc
DECREASED
Shares40,962 from 44,185
Change-3,223 (-7%)
Value$4.1M (-$144.2K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares40,468 from 35,218
Change+5,250 (+15%)
Value$4.0M (+$570.7K)
Filed 2026-10-16
First Financial Bank - Trust Division
INCREASED
Shares40,115 from 8,836
Change+31,279 (+354%)
Value$3.9M (+$3.1M)
Filed 2026-10-01
Woodside Wealth Management LLC
DECREASED
Shares39,795 from 40,734
Change-939 (-2%)
Value$3.9M (-$51.6K)
Filed 2026-10-16
Daiwa Securities Group Inc.
INCREASED
Shares39,760 from 38,890
Change+870 (+2%)
Value$3.9M (+$122.9K)
Filed 2026-10-29
McNaughton Wealth Management, LLC
DECREASED
Shares39,565 from 40,843
Change-1,278 (-3%)
Value$3.9M (-$84.4K)
Filed 2026-10-09
First Heartland Consultants, Inc.
INCREASED
Shares39,196 from 38,426
Change+770 (+2%)
Value$3.8M (+$112.7K)
Filed 2026-10-08
HB Wealth Management, LLC
INCREASED
Shares38,987 from 27,892
Change+11,095 (+40%)
Value$3.8M (+$1.1M)
Filed 2026-10-23
Delta Wealth Advisors LLC
DECREASED
Shares38,441 from 38,573
Change-132 (0%)
Value$3.7M (+$24.9K)
Filed 2026-10-09
Arkansas Financial Group, Inc.
DECREASED
Shares38,253 from 40,459
Change-2,206 (-5%)
Value$3.7M (-$175.3K)
Filed 2026-10-26
Weaver Consulting Group
INCREASED
Shares38,111 from 38,028
Change+83 (+0%)
Value$3.7M (+$45.4K)
Filed 2026-10-07
Trilogy Capital Inc.
DECREASED
Shares37,887 from 42,197
Change-4,310 (-10%)
Value$3.7M (-$378.6K)
Filed 2026-10-20
Strategic Point Investment Advisors, LLC
DECREASED
Shares37,540 from 39,618
Change-2,078 (-5%)
Value$3.7M (-$163.6K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
DECREASED
Shares37,407 from 37,670
Change-263 (-1%)
Value$3.6M (+$11.3K)
Filed 2026-10-19
CGN Advisors LLC
INCREASED
Shares37,210 from 37,120
Change+90 (+0%)
Value$3.6M (+$45.1K)
Filed 2026-10-21
Defined Wealth Management, LLC
INCREASED
Shares36,009 from 35,897
Change+112 (+0%)
Value$3.5M (+$46.0K)
Filed 2026-10-19
Cora Capital Advisors LLC
DECREASED
Shares35,593 from 35,616
Change-23 (0%)
Value$3.5M (+$32.7K)
Filed 2026-11-02
Curtis Advisory Group, LLC
INCREASED
Shares35,474 from 34,772
Change+702 (+2%)
Value$3.5M (+$102.5K)
Filed 2026-10-28
Cardinal Strategic Wealth Guidance
DECREASED
Shares35,325 from 35,834
Change-509 (-1%)
Value$3.4M (-$14.5K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED
Shares35,279 from 36,091
Change-812 (-2%)
Value$3.4M (-$43.7K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares35,236 from 38,256
Change-3,020 (-8%)
Value$3.4M (-$256.8K)
Filed 2026-10-20
Bernardo Wealth Planning LLC
INCREASED
Shares34,880 from 19,216
Change+15,664 (+82%)
Value$3.4M (+$1.5M)
Filed 2026-10-23
Kennedy Investment Group, Inc.
DECREASED
Shares34,856 from 44,137
Change-9,281 (-21%)
Value$3.4M (-$861.1K)
Filed 2026-10-21
ADE, LLC
DECREASED
Shares34,641 from 34,868
Change-227 (-1%)
Value$3.4M (+$12.1K)
Filed 2026-10-29
Milestone Asset Management Group, LLC
DECREASED
Shares34,528 from 35,282
Change-754 (-2%)
Value$3.4M (-$38.9K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares34,447 from 38,536
Change-4,089 (-11%)
Value$3.4M (-$360.7K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares34,427 from 37,338
Change-2,911 (-8%)
Value$3.4M (-$247.0K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
DECREASED
Shares34,258 from 34,474
Change-216 (-1%)
Value$3.3M (+$12.7K)
Filed 2026-10-23
Global Assets Advisory, LLC
INCREASED
Shares34,182 from 20,379
Change+13,803 (+68%)
Value$3.4M (+$1.4M)
Filed 2026-10-28
Alpine Bank Wealth Management
DECREASED
Shares33,341 from 33,958
Change-617 (-2%)
Value$3.2M (-$26.8K)
Filed 2026-10-16
Foster Group, Inc.
DECREASED
Shares33,316 from 34,007
Change-691 (-2%)
Value$3.2M (-$34.0K)
Filed 2026-10-13
Reality Financial Planning Services, LLC
DECREASED
Shares33,214 from 34,214
Change-1,000 (-3%)
Value$3.2M (-$63.9K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares33,096 from 35,725
Change-2,629 (-7%)
Value$3.2M (-$221.2K)
Filed 2026-10-22
Brown Wealth Management, LLC
DECREASED
Shares32,861 from 34,327
Change-1,466 (-4%)
Value$3.2M (-$109.2K)
Filed 2026-10-20
Sugar Maple Asset Management, LLC
INCREASED
Shares32,611 from 32,549
Change+62 (+0%)
Value$3.2M (+$38.0K)
Filed 2026-10-13
CX Institutional
DECREASED
Shares32,577 from 32,841
Change-264 (-1%)
Value$3.2K (+$6)
Filed 2026-10-02
Diversified Enterprises, LLC
DECREASED
Shares32,294 from 33,154
Change-860 (-3%)
Value$3.1M (-$51.2K)
Filed 2026-10-19
Guardian Asset Advisors, LLC
DECREASED
Shares32,200 from 45,280
Change-13,080 (-29%)
Value$3.1M (-$1.2M)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares31,956 from 30,624
Change+1,332 (+4%)
Value$3.1M (+$160.2K)
Filed 2026-10-30
Syverson Strege & Co
DECREASED
Shares30,666 from 31,775
Change-1,109 (-3%)
Value$3.0M (-$76.9K)
Filed 2026-11-02
Enzi Wealth
DECREASED
Shares30,432 from 31,160
Change-728 (-2%)
Value$3.1M (+$44.2K)
Filed 2026-10-14
Legacy Private Trust Co.
DECREASED
Shares30,259 from 30,776
Change-517 (-2%)
Value$2.9M (-$20.2K)
Filed 2026-10-06
Sherman Wealth Management LLC
INCREASED
Shares30,141 from 28,618
Change+1,523 (+5%)
Value$2.9M (+$176.5K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
DECREASED
Shares30,012 from 30,362
Change-350 (-1%)
Value$2.9M (+$108.7K)
Filed 2026-10-13
River's Edge Wealth Management, LLC
INCREASED
Shares29,838 from 28,645
Change+1,193 (+4%)
Value$3.0M (+$269.0K)
Filed 2026-10-19
GGM Financial LLC
INCREASED
Shares29,785 from 29,705
Change+80 (+0%)
Value$2.9M (+$36.9K)
Filed 2026-11-05
Marino, Stram & Associates LLC
DECREASED
Shares29,636 from 30,140
Change-504 (-2%)
Value$2.9M (-$19.6K)
Filed 2026-10-22
M Holdings Securities, Inc.
DECREASED
Shares29,487 from 33,573
Change-4,086 (-12%)
Value$3.0K (-$3.2M)
Filed 2026-11-03
ETF Store, Inc.
DECREASED
Shares29,259 from 29,727
Change-468 (-2%)
Value$2.9M (-$16.4K)
Filed 2026-10-19
Berman McAleer LLC
UNCHANGED
Shares28,967 from 28,967
Change0 (0%)
Value$2.8M (+$28.4K)
Filed 2026-10-16
Patriot Investment Management Group, Inc.
INCREASED
Shares28,892 from 28,719
Change+173 (+1%)
Value$2.8M (+$45.0K)
Filed 2026-10-15
Aries Wealth Management
UNCHANGED
Shares28,880 from 28,880
Change0 (0%)
Value$2.8M (+$28.3K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED
Shares28,293 from 32,856
Change-4,563 (-14%)
Value$2.8M (-$412.4K)
Filed 2026-10-16
Oak Barrel Wealth Advisory LLC
INCREASED
Shares27,935 from 27,874
Change+61 (+0%)
Value$2.7M (+$33.2K)
Filed 2026-11-05
Perryman Financial Advisory Inc
DECREASED
Shares27,862 from 30,277
Change-2,415 (-8%)
Value$2.7M (-$205.7K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares27,774
Change+27,774
Value$2.7M
Filed 2026-11-03
Visionary Wealth Advisors
DECREASED
Shares27,764 from 28,620
Change-856 (-3%)
Value$2.7M (-$55.3K)
Filed 2026-11-04
XY Planning Network, Inc.
INCREASED
Shares26,604 from 19,935
Change+6,669 (+33%)
Value$2.6M (+$669.4K)
Filed 2026-10-14
Hibernia Wealth Partners, LLC
DECREASED
Shares26,274 from 26,758
Change-484 (-2%)
Value$2.6M (-$20.9K)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares25,821 from 25,821
Change0 (0%)
Value$2.5M (+$25.3K)
Filed 2026-11-02
Hudson Oak Wealth Advisory LLC
INCREASED
Shares25,714 from 25,623
Change+91 (+0%)
Value$2.5M (+$34.0K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares25,523 from 25,842
Change-319 (-1%)
Value$2.5M (-$5.8K)
Filed 2026-10-16
Ascent Group, LLC
DECREASED
Shares25,511 from 53,081
Change-27,570 (-52%)
Value$2.5M (-$2.6M)
Filed 2026-10-30
Midwest Trust Co
DECREASED
Shares25,299 from 34,214
Change-8,915 (-26%)
Value$2.5M (-$835.1K)
Filed 2026-10-22
Burton Enright Welch
NEW
Shares25,274
Change+25,274
Value$2.5M
Filed 2026-11-04
Accredited Investor Services, LLC
INCREASED
Shares25,181 from 23,674
Change+1,507 (+6%)
Value$2.5M (+$170.0K)
Filed 2026-10-22
Wealth Management Partners, LLC
DECREASED
Shares24,558 from 25,293
Change-735 (-3%)
Value$2.4M (-$46.8K)
Filed 2026-10-21
TPG Advisors LLC
INCREASED
Shares24,294 from 22,722
Change+1,572 (+7%)
Value$2.4M (+$175.4K)
Filed 2026-10-16
Mechanics Bank Trust Department
DECREASED
Shares24,178 from 24,984
Change-806 (-3%)
Value$2.4M (-$54.1K)
Filed 2026-10-13
Sweeney & Michel, LLC
INCREASED
Shares23,949 from 23,609
Change+340 (+1%)
Value$2.3M (-$41.9K)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares23,941 from 23,557
Change+384 (+2%)
Value$2.3M (+$60.5K)
Filed 2026-10-23
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares23,601 from 23,557
Change+44 (+0%)
Value$2.3M (+$27.4K)
Filed 2026-10-29
Hicks Capital Management LLC
UNCHANGED
Shares23,588 from 23,588
Change0 (0%)
Value$2.3M ($0)
Filed 2026-10-20
BCM Advisors, LLC
DECREASED
Shares23,533 from 28,840
Change-5,307 (-18%)
Value$2.4M (-$373.8K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares22,272 from 18,515
Change+3,757 (+20%)
Value$2.2M (+$384.2K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares22,109 from 23,197
Change-1,088 (-5%)
Value$2.2M (-$83.2K)
Filed 2026-10-21
ACT Advisors, Llc.
DECREASED
Shares22,006 from 22,088
Change-82 (0%)
Value$2.1M (+$13.6K)
Filed 2026-10-15
Friedenthal Financial
INCREASED
Shares21,730 from 21,703
Change+27 (+0%)
Value$2.1M (+$23.9K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares21,693 from 22,151
Change-458 (-2%)
Value$2.1M (-$22.8K)
Filed 2026-10-08
Almanack Investment Partners, Llc.
DECREASED
Shares21,222 from 21,614
Change-392 (-2%)
Value$2.1M (-$17.0K)
Filed 2026-11-03
Strategy Asset Managers LLC
INCREASED
Shares20,853 from 20,381
Change+472 (+2%)
Value$2.0M (+$65.9K)
Filed 2026-10-14
Bell Investment Advisors, Inc
DECREASED
Shares20,769 from 21,245
Change-476 (-2%)
Value$2.0M (-$25.5K)
Filed 2026-10-29
Summit Investment Advisory Services, LLC
INCREASED
Shares20,391 from 20,373
Change+18 (+0%)
Value$2.0M (+$21.7K)
Filed 2026-11-03
Portfolio Design Labs, LLC
DECREASED
Shares20,328 from 56,236
Change-35,908 (-64%)
Value$2.0M (-$3.4M)
Filed 2026-11-04
Lodestar Private Asset Management LLC
DECREASED
Shares20,111 from 21,960
Change-1,849 (-8%)
Value$2.0M (-$158.6K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares19,670 from 17,697
Change+1,973 (+11%)
Value$1.9M (+$209.6K)
Filed 2026-10-23
Shepherd Financial Partners LLC
DECREASED
Shares19,631 from 19,730
Change-99 (0%)
Value$1.9M (+$9.7K)
Filed 2026-11-03
Welch & Forbes LLC
INCREASED
Shares19,535 from 19,116
Change+419 (+2%)
Value$1.9M (+$59.6K)
Filed 2026-11-04
Stackstone Wealth, LLC
NEW
Shares19,478
Change+19,478
Value$1.9M
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares19,151 from 19,133
Change+18 (+0%)
Value$1.9M (+$20.5K)
Filed 2026-10-16
Santori & Peters, Inc.
DECREASED
Shares19,012 from 24,517
Change-5,505 (-22%)
Value$1.9M (-$512.3K)
Filed 2026-10-26
Golden State Wealth Management, LLC
DECREASED
Shares18,914 from 19,477
Change-563 (-3%)
Value$1.8M (-$35.8K)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares18,612 from 17,876
Change+736 (+4%)
Value$1.8M (+$89.2K)
Filed 2026-10-29
Black Diamond Financial, LLC
DECREASED
Shares18,441 from 18,447
Change-6 (0%)
Value$1.8M (+$17.5K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares18,357 from 18,389
Change-32 (0%)
Value$1.8M (+$19.3K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares18,329 from 18,647
Change-318 (-2%)
Value$1.8M (-$12.7K)
Filed 2026-10-30
180 Wealth Advisors, LLC
DECREASED
Shares18,262 from 19,828
Change-1,566 (-8%)
Value$1.8M (-$133.1K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares18,162 from 18,085
Change+77 (+0%)
Value$1.8M (+$25.2K)
Filed 2026-10-20
Baring Financial LLC
DECREASED
Shares17,967 from 18,012
Change-45 (0%)
Value$1.8M (+$13.3K)
Filed 2026-10-07
Centurion Wealth Management LLC
DECREASED
Shares17,911 from 18,219
Change-308 (-2%)
Value$1.7M (-$12.2K)
Filed 2026-10-13
Insight Wealth Strategies, LLC
DECREASED
Shares17,819 from 17,885
Change-66 (0%)
Value$1.7M (+$3.4K)
Filed 2026-10-09
Townsend Asset Management Corp
INCREASED
Shares17,733 from 17,727
Change+6 (+0%)
Value$1.7M (+$18.0K)
Filed 2026-10-29
Core Wealth Partners LLC
INCREASED
Shares17,626 from 14,223
Change+3,403 (+24%)
Value$1.7M (+$345.5K)
Filed 2026-11-02
PCA Investment Advisory Services Inc.
DECREASED
Shares17,581 from 17,626
Change-45 (0%)
Value$1.7M (+$12.9K)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares17,415 from 17,779
Change-364 (-2%)
Value$1.7M (-$18.1K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
DECREASED
Shares17,329 from 18,047
Change-718 (-4%)
Value$1.7M (-$52.3K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares17,301 from 13,205
Change+4,096 (+31%)
Value$1.7M (+$411.9K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares17,207 from 17,206
Change+1 (+0%)
Value$1.7M (+$16.9K)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares17,153 from 18,117
Change-964 (-5%)
Value$1.7M (-$76.2K)
Filed 2026-10-13
R2 Capital Strategies, LLC
INCREASED
Shares16,927 from 16,884
Change+43 (+0%)
Value$1.6M (+$20.8K)
Filed 2026-10-15
Braeburn Wealth Management LLC
DECREASED
Shares16,766 from 18,868
Change-2,102 (-11%)
Value$1.6M (-$186.3K)
Filed 2026-10-15
First Citizens Bank & Trust Co
INCREASED
Shares16,722 from 13,454
Change+3,268 (+24%)
Value$1.6M (+$331.6K)
Filed 2026-10-14
Creekside Partners
INCREASED
Shares16,694 from 16,683
Change+11 (+0%)
Value$1.6M (+$17.4K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares16,658 from 16,560
Change+98 (+1%)
Value$1.6M (+$25.8K)
Filed 2026-10-20
QP Wealth Management, LLC
INCREASED
Shares16,588 from 13,081
Change+3,507 (+27%)
Value$1.6M (+$354.5K)
Filed 2026-10-20
Ellis Investment Partners, LLC
DECREASED
Shares16,450 from 16,547
Change-97 (-1%)
Value$1.6M (+$6.8K)
Filed 2026-10-21
Hoese & Co LLP
UNCHANGED
Shares16,393 from 16,393
Change0 (0%)
Value$1.6M (+$16.1K)
Filed 2026-10-21
Elevate Wealth Advisory, Inc
DECREASED
Shares16,283 from 17,219
Change-936 (-5%)
Value$1.6M (-$74.3K)
Filed 2026-10-29
Insight Inv LLC
INCREASED
Shares16,017 from 15,596
Change+421 (+3%)
Value$1.6M (+$56.3K)
Filed 2026-10-27
Selby Wealth Management, LLC
DECREASED
Shares15,988 from 18,741
Change-2,753 (-15%)
Value$1.6M (-$249.8K)
Filed 2026-10-16
GFG Capital, LLC
UNCHANGED
Shares15,804 from 15,804
Change0 (0%)
Value$1.5M (+$15.5K)
Filed 2026-10-16
Elevation Capital Advisory, LLC
INCREASED
Shares15,791 from 13,558
Change+2,233 (+16%)
Value$1.5M (+$230.9K)
Filed 2026-10-29
Claro Advisors Inc.
DECREASED
Shares15,740 from 16,120
Change-380 (-2%)
Value$1.5M (-$21.3K)
Filed 2026-11-02
Detalus Advisors, LLC
DECREASED
Shares15,726 from 20,971
Change-5,245 (-25%)
Value$1.5M (-$490.6K)
Filed 2026-10-15
Ballew Advisors, Inc
DECREASED
Shares15,579 from 15,926
Change-347 (-2%)
Value$1.5M (-$28.9K)
Filed 2026-10-05
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares15,575 from 15,393
Change+182 (+1%)
Value$1.5M (+$32.8K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares15,398 from 15,394
Change+4 (+0%)
Value$1.5M (+$15.4K)
Filed 2026-10-19
BXM Wealth LLC
UNCHANGED
Shares15,124 from 15,124
Change0 (0%)
Value$1.5M (+$14.8K)
Filed 2026-11-03
Tranquility Partners, LLC
DECREASED
Shares15,063 from 15,719
Change-656 (-4%)
Value$1.5M (-$48.5K)
Filed 2026-10-20
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares14,921 from 16,145
Change-1,224 (-8%)
Value$1.5M (-$103.4K)
Filed 2026-10-15
Nova R Wealth, Inc.
INCREASED
Shares14,658 from 14,631
Change+27 (+0%)
Value$1.4M (+$16.9K)
Filed 2026-10-26
Southland Equity Partners LLC
DECREASED
Shares14,651 from 14,701
Change-50 (0%)
Value$1.4M (+$9.5K)
Filed 2026-10-14
Salem Investment Counselors Inc
INCREASED
Shares14,538 from 14,518
Change+20 (+0%)
Value$1.4M (+$16.2K)
Filed 2026-10-13
Mcdonald Partners LLC
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$1.4M (+$14.2K)
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares14,318 from 14,318
Change0 (0%)
Value$1.4M (+$14.0K)
Filed 2026-10-26
KFG LLC
NEW
Shares14,230
Change+14,230
Value$1.4M
Filed 2026-11-02
Physician Wealth Advisors, Inc.
DECREASED
Shares14,120 from 14,279
Change-159 (-1%)
Value$1.4M (-$1.4K)
Filed 2026-10-20
Wespac Advisors, LLC
INCREASED
Shares14,061 from 10,615
Change+3,446 (+32%)
Value$1.4M (+$346.2K)
Filed 2026-10-26
Kaydan Wealth Management, Inc.
DECREASED
Shares13,838 from 14,547
Change-709 (-5%)
Value$1.3M (-$54.8K)
Filed 2026-10-08
Peddock Capital Advisors, LLC
DECREASED
Shares13,758 from 14,874
Change-1,116 (-7%)
Value$1.3M (-$94.2K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares13,677 from 16,879
Change-3,202 (-19%)
Value$1.3M (-$295.4K)
Filed 2026-10-15
KW Wealth Management LLC
NEW
Shares13,659
Change+13,659
Value$1.3M
Filed 2026-10-28
CFS Investment Advisory Services, LLC
DECREASED
Shares13,640 from 13,994
Change-354 (-3%)
Value$1.4M (-$9.0K)
Filed 2026-10-19
Jacobi Capital Management LLC
DECREASED
Shares13,636 from 13,786
Change-150 (-1%)
Value$1.3M (-$1.1K)
Filed 2026-11-05
ShoreHaven Wealth Partners, LLC
INCREASED
Shares13,495 from 13,412
Change+83 (+1%)
Value$1.3M (+$21.2K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
UNCHANGED
Shares13,470 from 13,470
Change0 (0%)
Value$1.3M (+$13.2K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED
Shares13,219 from 12,453
Change+766 (+6%)
Value$1.3M (+$106.7K)
Filed 2026-10-13
Advus Financial Partners, LLC
INCREASED
Shares13,138 from 12,899
Change+239 (+2%)
Value$1.3M (+$35.9K)
Filed 2026-10-20
Snider Financial Group
INCREASED
Shares13,097 from 12,706
Change+391 (+3%)
Value$1.3M (+$50.5K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares12,998 from 3,334
Change+9,664 (+290%)
Value$1.3M (+$945.9K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares12,944 from 51
Change+12,893 (+25280%)
Value$1.3M (+$1.3M)
Filed 2026-10-30
Soltis Investment Advisors LLC
INCREASED
Shares12,916 from 12,585
Change+331 (+3%)
Value$1.3M (+$44.6K)
Filed 2026-10-28
Karras Company, Inc.
DECREASED
Shares12,795 from 12,850
Change-55 (0%)
Value$1.2M (+$7.3K)
Filed 2026-10-16
Aspect Partners, LLC
INCREASED
Shares12,629 from 10,699
Change+1,930 (+18%)
Value$1.2M (+$198.5K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares12,519 from 21,528
Change-9,009 (-42%)
Value$1.2M (-$856.7K)
Filed 2026-10-16
Wetzel Investment Advisors, Inc.
DECREASED
Shares12,421 from 12,811
Change-390 (-3%)
Value$1.2M (-$25.4K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED
Shares12,354 from 12,656
Change-302 (-2%)
Value$1.2M (-$17.0K)
Filed 2026-10-15
WT Wealth Management
UNCHANGED
Shares12,346 from 12,346
Change0 (0%)
Value$1.2M (+$12.1K)
Filed 2026-10-13
Ergawealth Advisors, Inc.
INCREASED
Shares12,306 from 12,277
Change+29 (+0%)
Value$1.2M (+$14.9K)
Filed 2026-10-21
International Assets Investment Management, LLC
DECREASED
Shares12,256 from 12,843
Change-587 (-5%)
Value$1.2M (-$42.8K)
Filed 2026-11-02
Sapient Capital LLC
DECREASED
Shares12,242 from 13,253
Change-1,011 (-8%)
Value$1.2M (-$85.5K)
Filed 2026-10-08
Mattern Wealth Management LLC
DECREASED
Shares12,054 from 12,372
Change-318 (-3%)
Value$1.2M (-$18.9K)
Filed 2026-11-04
Capital Asset Advisory Services LLC
DECREASED
Shares12,052 from 15,686
Change-3,634 (-23%)
Value$1.2M (-$265.7K)
Filed 2026-10-30
K2 Financial Inc.
INCREASED
Shares12,002 from 11,721
Change+281 (+2%)
Value$1.2M (+$61.6K)
Filed 2026-10-26
PFG Advisors
INCREASED
Shares11,825 from 11,781
Change+44 (+0%)
Value$1.2M (+$15.8K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
UNCHANGED
Shares11,814 from 11,814
Change0 (0%)
Value$1.2M (+$11.6K)
Filed 2026-10-09
Keystone Wealth Services, LLC
DECREASED
Shares11,547 from 11,554
Change-7 (0%)
Value$1.1M (+$14.7K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares11,520
Change+11,520
Value$1.1M
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED
Shares11,333 from 6,977
Change+4,356 (+62%)
Value$1.1M (+$431.3K)
Filed 2026-10-08
Goldstein Advisors, LLC
DECREASED
Shares11,286 from 11,809
Change-523 (-4%)
Value$1.1M (-$39.4K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares11,262 from 12,699
Change-1,437 (-11%)
Value$1.1M (-$127.6K)
Filed 2026-10-30
Iron Financial LLC
DECREASED
Shares11,163 from 11,249
Change-86 (-1%)
Value$1.1M (+$2.7K)
Filed 2026-10-23
Summit Global Investments
INCREASED
Shares11,154 from 4,240
Change+6,914 (+163%)
Value$1.1K (-$407.9K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
INCREASED
Shares11,118 from 7,265
Change+3,853 (+53%)
Value$1.1M (+$382.5K)
Filed 2026-10-28
Lincoln Capital LLC
DECREASED
Shares10,976 from 10,988
Change-12 (0%)
Value$1.1M (+$11.2K)
Filed 2026-10-09
Roman Butler Fullerton & Co
DECREASED
Shares10,956 from 11,821
Change-865 (-7%)
Value$1.1M (-$46.7K)
Filed 2026-10-27
StoneX Group Inc.
INCREASED
Shares10,930 from 9,250
Change+1,680 (+18%)
Value$1.1M (+$199.0K)
Filed 2026-11-03
Trust Point Inc.
UNCHANGED
Shares10,777 from 10,777
Change0 (0%)
Value$1.1M (+$10.6K)
Filed 2026-10-27
Compound Planning, Inc.
DECREASED
Shares10,711 from 11,081
Change-370 (-3%)
Value$1.0M (-$25.2K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares10,609 from 7,649
Change+2,960 (+39%)
Value$1.0M (+$295.9K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares10,342 from 10,030
Change+312 (+3%)
Value$1.0M (+$40.2K)
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares10,169 from 9,338
Change+831 (+9%)
Value$990.8K (+$90.1K)
Filed 2026-11-03
Sage Mountain Advisors LLC
DECREASED
Shares10,041 from 10,672
Change-631 (-6%)
Value$978.4K (-$51.0K)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares10,017 from 10,017
Change0 (0%)
Value$976.1K (+$9.8K)
Filed 2026-10-09
Three Magnolias Financial Advisors, LLC
INCREASED
Shares9,877 from 9,875
Change+2 (+0%)
Value$962.4K (+$9.9K)
Filed 2026-10-14
Maia Wealth LLC
DECREASED
Shares9,873 from 10,951
Change-1,078 (-10%)
Value$962.0K (-$94.3K)
Filed 2026-10-19
C2c Wealth Management, LLC
UNCHANGED
Shares9,865 from 9,865
Change0 (0%)
Value$961.2K (+$9.7K)
Filed 2026-10-20
First Citizens Financial Corp
DECREASED
Shares9,859 from 9,904
Change-45 (0%)
Value$960.7K (+$5.3K)
Filed 2026-10-02
Lexington Hill Partners, LLC
DECREASED
Shares9,826 from 11,563
Change-1,737 (-15%)
Value$957.5K (-$157.9K)
Filed 2026-10-13
KOM Wealth Management Group, LLC
INCREASED
Shares9,800 from 9,775
Change+25 (+0%)
Value$954.9K (+$12.0K)
Filed 2026-10-15
Avaii Wealth Management, LLC
DECREASED
Shares9,798 from 9,808
Change-10 (0%)
Value$962.3K (+$16.2K)
Filed 2026-10-09
Sovran Advisors, LLC
INCREASED
Shares9,794 from 9,502
Change+292 (+3%)
Value$1.0M (+$75.5K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares9,779 from 10,527
Change-748 (-7%)
Value$952.9K (-$62.6K)
Filed 2026-10-26
Ashton Thomas Securities, LLC
NEW
Shares9,641
Change+9,641
Value$939.4K
Filed 2026-10-26
Ridgewood Investments LLC
DECREASED
Shares9,441 from 10,557
Change-1,116 (-11%)
Value$919.9K (-$98.4K)
Filed 2026-10-05
Saxon Interests, Inc.
DECREASED
Shares9,355 from 15,642
Change-6,287 (-40%)
Value$911.6K (-$597.3K)
Filed 2026-10-26
PTM Wealth Management, LLC
INCREASED
Shares9,333 from 9,302
Change+31 (+0%)
Value$931.2K (+$29.3K)
Filed 2026-10-23
Fifth Third Securities, Inc.
NEW
Shares9,278
Change+9,278
Value$904.1K
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares9,274 from 10,571
Change-1,297 (-12%)
Value$903.6K (-$116.1K)
Filed 2026-10-20
Inscription Capital, LLC
DECREASED
Shares9,232 from 10,466
Change-1,234 (-12%)
Value$899.6K (-$110.0K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares9,182 from 7,678
Change+1,504 (+20%)
Value$945.3K (+$207.4K)
Filed 2026-10-27
Veery Capital, LLC
INCREASED
Shares9,091 from 9,007
Change+84 (+1%)
Value$885.8K (+$17.0K)
Filed 2026-10-07
WealthPlan Investment Management, LLC
DECREASED
Shares8,981 from 9,142
Change-161 (-2%)
Value$875.1K (-$6.7K)
Filed 2026-10-15
Raab & Moskowitz Asset Management LLC
DECREASED
Shares8,905 from 10,147
Change-1,242 (-12%)
Value$867.7K (-$111.1K)
Filed 2026-11-02
First Business Financial Services, Inc.
UNCHANGED
Shares8,694 from 8,694
Change0 (0%)
Value$847.1K (+$8.5K)
Filed 2026-10-29
Everhart Financial Group, Inc.
DECREASED
Shares8,662 from 8,753
Change-91 (-1%)
Value$844.0K (-$290)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares8,656 from 8,656
Change0 (0%)
Value$843.4K (+$8.5K)
Filed 2026-10-27
Sensible Money, LLC
UNCHANGED
Shares8,653 from 8,653
Change0 (0%)
Value$843.1K (+$8.5K)
Filed 2026-10-20
Midwest Financial Group LLC
INCREASED
Shares8,645 from 8,618
Change+27 (+0%)
Value$842.4K (+$11.0K)
Filed 2026-10-15
Beacon Financial Advisory LLC
INCREASED
Shares8,410 from 8,139
Change+271 (+3%)
Value$819.4K (+$34.3K)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares8,370 from 8,370
Change0 (0%)
Value$815.5K (+$8.2K)
Filed 2026-11-03
Investment Partners Asset Management, Inc.
INCREASED
Shares8,368 from 8,004
Change+364 (+5%)
Value$815.4K (+$43.4K)
Filed 2026-10-09
Florida Trust Wealth Management Co
UNCHANGED
Shares8,358 from 8,358
Change0 (0%)
Value$814.4K (+$8.2K)
Filed 2026-11-05
StrongBox Wealth, LLC
DECREASED
Shares8,317 from 8,532
Change-215 (-3%)
Value$810.4K (-$12.6K)
Filed 2026-11-02
LongView Wealth Management
DECREASED
Shares8,306 from 8,652
Change-346 (-4%)
Value$809.3K (-$25.2K)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares8,170 from 7,593
Change+577 (+8%)
Value$796.1K (+$63.7K)
Filed 2026-11-03
Bryant Woods Investment Advisors, LLC
INCREASED
Shares8,075 from 8,053
Change+22 (+0%)
Value$786.9K (+$10.0K)
Filed 2026-10-26
Milestones Private Investment Advisors LLC
DECREASED
Shares8,005 from 8,105
Change-100 (-1%)
Value$780.0K (-$1.8K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED
Shares7,973 from 7,882
Change+91 (+1%)
Value$776.9K (+$16.6K)
Filed 2026-10-27
Post Resch Tallon Group Inc.
DECREASED
Shares7,963 from 8,038
Change-75 (-1%)
Value$775.9K (+$569)
Filed 2026-10-09
Genesis Private Wealth, LLC
DECREASED
Shares7,832 from 7,973
Change-141 (-2%)
Value$763.2K (-$5.9K)
Filed 2026-11-02
Greater Midwest Financial Group, LLC
INCREASED
Shares7,794 from 7,768
Change+26 (+0%)
Value$759.4K (+$10.1K)
Filed 2026-10-13
Regions Financial Corp
INCREASED
Shares7,713 from 5,707
Change+2,006 (+35%)
Value$751.6K (+$201.1K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares7,710 from 7,710
Change0 (0%)
Value$743.6K ($0)
Filed 2026-10-26
Emerald Advisors, LLC
DECREASED
Shares7,638 from 8,677
Change-1,039 (-12%)
Value$744.3K (-$92.8K)
Filed 2026-10-13
EdgeRock Capital LLC
DECREASED
Shares7,562 from 7,846
Change-284 (-4%)
Value$736.8K (-$20.0K)
Filed 2026-11-03
Stephen J. Garry & Associates, LLC
DECREASED
Shares7,561 from 9,545
Change-1,984 (-21%)
Value$736.7K (-$184.0K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares7,541 from 6,912
Change+629 (+9%)
Value$734.8K (+$68.1K)
Filed 2026-11-05
CLG LLC
INCREASED
Shares7,517 from 7,510
Change+7 (+0%)
Value$732.5K (+$8.0K)
Filed 2026-10-13
E&G Advisors, LLC
UNCHANGED
Shares7,514 from 7,514
Change0 (0%)
Value$732.2K (+$7.4K)
Filed 2026-10-13
Central Trust Co
UNCHANGED
Shares7,514 from 7,514
Change0 (0%)
Value$732.2K (+$7.4K)
Filed 2026-11-05
Twelve Points Wealth Management LLC
UNCHANGED
Shares7,408 from 7,408
Change0 (0%)
Value$762.5K (+$47.9K)
Filed 2026-11-03
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares7,401 from 7,381
Change+20 (+0%)
Value$736.3K (+$13.8K)
Filed 2026-10-19
Destiny Wealth Partners, LLC
NEW
Shares7,369
Change+7,369
Value$759.4K
Filed 2026-11-05
JGP Wealth Management, LLC
DECREASED
Shares7,321 from 7,330
Change-9 (0%)
Value$713.4K (+$6.3K)
Filed 2026-10-13
Integrated Capital Management, LLC
DECREASED
Shares7,286 from 7,386
Change-100 (-1%)
Value$710.0K (-$2.5K)
Filed 2026-10-23
Berkshire Money Management, Inc.
NEW
Shares7,283
Change+7,283
Value$709.7K
Filed 2026-10-21
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares7,256 from 7,256
Change0 (0%)
Value$707.1K (+$7.1K)
Filed 2026-11-03
Jeter Robert S II
INCREASED
Shares7,234 from 6,554
Change+680 (+10%)
Value$728.1K (+$87.4K)
Filed 2026-10-16
Ledyard National Bank
INCREASED
Shares7,228 from 5,684
Change+1,544 (+27%)
Value$704.3K (+$156.0K)
Filed 2026-10-21
Procyon Advisors, LLC
NEW
Shares7,221
Change+7,221
Value$703.6K
Filed 2026-10-21
MBE Wealth Management, LLC
DECREASED
Shares7,179 from 7,279
Change-100 (-1%)
Value$699.6K (-$2.5K)
Filed 2026-10-26
Joel Adams & Associates, Inc.
INCREASED
Shares7,052 from 6,654
Change+398 (+6%)
Value$687.2K (+$45.3K)
Filed 2026-11-02
Professional Financial Advisors, LLC
INCREASED
Shares7,035 from 7,007
Change+28 (+0%)
Value$685.5K (+$9.6K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
INCREASED
Shares7,034 from 7,028
Change+6 (+0%)
Value$685.4K (+$7.5K)
Filed 2026-10-14
Heck Capital Advisors, LLC
UNCHANGED
Shares7,019 from 7,019
Change0 (0%)
Value$683.9K (+$6.9K)
Filed 2026-10-14
BostonPremier Wealth LLC
INCREASED
Shares6,987 from 6,829
Change+158 (+2%)
Value$680.8K (+$22.0K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares6,863 from 6,991
Change-128 (-2%)
Value$668.8K (-$5.6K)
Filed 2026-11-05
Larson Financial Group LLC
DECREASED
Shares6,813 from 6,919
Change-106 (-2%)
Value$663.9K (-$3.5K)
Filed 2026-11-05
W Advisors, LLC
DECREASED
Shares6,811 from 6,953
Change-142 (-2%)
Value$663.7K (-$7.0K)
Filed 2026-11-02
Uptick Partners, LLC
DECREASED
Shares6,787 from 7,023
Change-236 (-3%)
Value$661.3K (-$16.1K)
Filed 2026-11-04
Nottingham Advisors, Inc.
DECREASED
Shares6,749 from 6,781
Change-32 (0%)
Value$661.7K (+$7.3K)
Filed 2026-10-29
Patten & Patten Inc
UNCHANGED
Shares6,747 from 6,747
Change0 (0%)
Value$657.4K (+$6.6K)
Filed 2026-10-26
GW Henssler & Associates LTD
DECREASED
Shares6,740 from 6,769
Change-29 (0%)
Value$656.8K (+$3.8K)
Filed 2026-10-26
Atlas Private Wealth Advisors
DECREASED
Shares6,713 from 7,258
Change-545 (-8%)
Value$654.1K (-$46.0K)
Filed 2026-10-23
Cidel Asset Management Inc
DECREASED
Shares6,660 from 6,760
Change-100 (-1%)
Value$649.0K (-$2.9K)
Filed 2026-10-29
Advisory Advocates, LLC
INCREASED
Shares6,610 from 6,607
Change+3 (+0%)
Value$644.1K (+$6.8K)
Filed 2026-11-05
Krilogy Financial LLC
DECREASED
Shares6,602 from 8,768
Change-2,166 (-25%)
Value$665.0K (-$180.8K)
Filed 2026-10-13
Stonehearth Capital Management, LLC
UNCHANGED
Shares6,563 from 6,563
Change0 (0%)
Value$639.5K (+$6.4K)
Filed 2026-10-13
Planning Strategies Inc.
DECREASED
Shares6,561 from 7,776
Change-1,215 (-16%)
Value$639.3K (-$110.8K)
Filed 2026-10-02
Trek Financial, LLC
DECREASED
Shares6,525 from 11,170
Change-4,645 (-42%)
Value$635.8K (-$441.7K)
Filed 2026-10-29
Greenleaf Trust
INCREASED
Shares6,484 from 3,365
Change+3,119 (+93%)
Value$631.8K (+$307.2K)
Filed 2026-10-29
WBH Advisory Inc
DECREASED
Shares6,455 from 6,699
Change-244 (-4%)
Value$629.0K (-$17.2K)
Filed 2026-11-05
Radnor Capital Management, LLC
UNCHANGED
Shares6,434 from 6,434
Change0 (0%)
Value$626.9K (+$6.3K)
Filed 2026-10-23
Sterling Group Wealth Management, LLC
UNCHANGED
Shares6,418 from 6,418
Change0 (0%)
Value$625.4K (+$6.3K)
Filed 2026-11-03
FF Advisors,LLC
UNCHANGED
Shares6,394 from 6,394
Change0 (0%)
Value$623.0K (+$6.3K)
Filed 2026-10-21
Security Financial Services, Inc.
DECREASED
Shares6,373 from 6,634
Change-261 (-4%)
Value$621.0K (-$18.9K)
Filed 2026-10-29
Schmidt P J Investment Management Inc
DECREASED
Shares6,320 from 6,400
Change-80 (-1%)
Value$615.8K (-$1.5K)
Filed 2026-11-02
Client 1ST Advisory Group, LLC
DECREASED
Shares6,271 from 6,800
Change-529 (-8%)
Value$611.0K (-$44.9K)
Filed 2026-10-19
GEM Asset Management, LLC
INCREASED
Shares6,194 from 5,866
Change+328 (+6%)
Value$603.5K (+$37.7K)
Filed 2026-10-13
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares6,187 from 6,187
Change0 (0%)
Value$602.9K (+$6.1K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED
Shares6,139 from 6,213
Change-74 (-1%)
Value$598.2K (-$1.1K)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares6,062 from 7,567
Change-1,505 (-20%)
Value$590.7K (-$139.2K)
Filed 2026-10-27
RFG Advisory, LLC
DECREASED
Shares6,056 from 6,538
Change-482 (-7%)
Value$590.1K (-$40.5K)
Filed 2026-11-03
Exchange Bank
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$584.6K (+$5.9K)
Filed 2026-10-07
PFG Private Wealth Management, LLC
UNCHANGED
Shares5,979 from 5,979
Change0 (0%)
Value$582.6K (+$5.9K)
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares5,964 from 6,919
Change-955 (-14%)
Value$581.1K (-$86.3K)
Filed 2026-10-14
Provident Wealth Management, LLC
DECREASED
Shares5,957 from 12,907
Change-6,950 (-54%)
Value$580.5K (-$664.6K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
DECREASED
Shares5,929 from 6,220
Change-291 (-5%)
Value$577.7K (-$22.2K)
Filed 2026-10-29
4J Wealth Management LLC
DECREASED
Shares5,904 from 5,934
Change-30 (-1%)
Value$575.3K (+$2.9K)
Filed 2026-11-02
Level Wealth Management LLC
UNCHANGED
Shares5,822 from 5,822
Change0 (0%)
Value$567.3K (+$5.7K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
DECREASED
Shares5,784 from 5,830
Change-46 (-1%)
Value$563.6K (+$1.3K)
Filed 2026-10-19
Gilpin Wealth Management, LLC
UNCHANGED
Shares5,770 from 5,770
Change0 (0%)
Value$562.2K (+$5.7K)
Filed 2026-10-09
Dara Capital US, Inc.
UNCHANGED
Shares5,749 from 5,749
Change0 (0%)
Value$560.2K (+$5.6K)
Filed 2026-10-29
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares5,664 from 5,664
Change0 (0%)
Value$551.9K (+$5.6K)
Filed 2026-11-05
Center For Asset Management LLC
DECREASED
Shares5,650 from 8,039
Change-2,389 (-30%)
Value$550.6K (-$224.9K)
Filed 2026-10-16
New Hampshire Trust
UNCHANGED
Shares5,645 from 5,645
Change0 (0%)
Value$550.0K (+$5.5K)
Filed 2026-10-20
Clear Point Advisors Inc.
DECREASED
Shares5,607 from 6,050
Change-443 (-7%)
Value$546.3K (-$37.3K)
Filed 2026-10-30
Aventus Investment Advisors, Inc.
DECREASED
Shares5,602 from 5,802
Change-200 (-3%)
Value$545.9K (-$13.8K)
Filed 2026-10-09
Integrity Wealth Partners, LLC
NEW
Shares5,574
Change+5,574
Value$543.2K
Filed 2026-10-14
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED
Shares5,568 from 5,568
Change0 (0%)
Value$542.5K (+$5.5K)
Filed 2026-10-26
Forte Asset Management LLC
UNCHANGED
Shares5,565 from 5,565
Change0 (0%)
Value$542.3K (+$5.5K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares5,552 from 5,707
Change-155 (-3%)
Value$541.0K (-$9.5K)
Filed 2026-10-19
Retirement Wealth Solutions LLC
INCREASED
Shares5,543 from 4,075
Change+1,468 (+36%)
Value$540.1K (+$147.0K)
Filed 2026-10-07
Garde Capital, Inc.
UNCHANGED
Shares5,520 from 5,520
Change0 (0%)
Value$537.9K (+$5.4K)
Filed 2026-10-29
Financial Management Network Inc
DECREASED
Shares5,507 from 5,604
Change-97 (-2%)
Value$540.9K (-$481)
Filed 2026-10-09
Castle Rock Wealth Management, LLC
UNCHANGED
Shares5,464 from 5,464
Change0 (0%)
Value$545.1K (+$15.7K)
Filed 2026-10-09
Wesbanco Bank Inc
INCREASED
Shares5,449 from 5,362
Change+87 (+2%)
Value$531.0K (+$13.7K)
Filed 2026-11-04
LifeGoal Investments, LLC
INCREASED
Shares5,438 from 5,420
Change+18 (+0%)
Value$529.9K (+$7.0K)
Filed 2026-10-09
Ritholtz Wealth Management
INCREASED
Shares5,428 from 4,893
Change+535 (+11%)
Value$528.9K (+$56.9K)
Filed 2026-11-05
Community Trust & Investment Co
UNCHANGED
Shares5,424 from 5,424
Change0 (0%)
Value$528.5K (+$5.3K)
Filed 2026-10-15
Wiregrass Investment Management LLC
INCREASED
Shares5,418 from 5,195
Change+223 (+4%)
Value$528.0K (+$26.8K)
Filed 2026-11-05
Sound Income Strategies, LLC
INCREASED
Shares5,387 from 5,379
Change+8 (+0%)
Value$538.8K (+$19.9K)
Filed 2026-10-09
Gibson Capital, LLC
UNCHANGED
Shares5,346 from 5,346
Change0 (0%)
Value$520.9K (+$5.2K)
Filed 2026-10-23
Evermay Wealth Management LLC
UNCHANGED
Shares5,334 from 5,334
Change0 (0%)
Value$519.7K (+$5.2K)
Filed 2026-11-05
Kingsman Wealth Management, Inc.
INCREASED
Shares5,312 from 5,295
Change+17 (+0%)
Value$517.6K (+$6.9K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED
Shares5,197 from 5,239
Change-42 (-1%)
Value$506.5K (+$1.1K)
Filed 2026-10-08
Trust Co of the South
UNCHANGED
Shares5,195 from 5,195
Change0 (0%)
Value$506.2K (+$5.1K)
Filed 2026-10-21
Collective Family Office LLC
DECREASED
Shares5,190 from 5,742
Change-552 (-10%)
Value$505.7K (-$48.2K)
Filed 2026-10-05
Concord Wealth Partners
DECREASED
Shares5,182 from 5,272
Change-90 (-2%)
Value$505.0K (-$3.6K)
Filed 2026-11-02
Glenview Trust Co
INCREASED
Shares5,178 from 5,103
Change+75 (+1%)
Value$504.5K (+$12.3K)
Filed 2026-10-28
Opulen Financial Group LLC
INCREASED
Shares5,147 from 5,140
Change+7 (+0%)
Value$501.6K (+$5.8K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
INCREASED
Shares5,142 from 4,714
Change+428 (+9%)
Value$501.0K (+$46.3K)
Filed 2026-11-03
LifeSteps Financial, Inc.
DECREASED
Shares5,128 from 5,185
Change-57 (-1%)
Value$499.7K (-$538)
Filed 2026-10-15
Briggs Wealth Management, Inc
UNCHANGED
Shares5,107 from 5,107
Change0 (0%)
Value$497.6K (+$5.0K)
Filed 2026-10-26
Welch Group, LLC
UNCHANGED
Shares5,104 from 5,104
Change0 (0%)
Value$497.3K (+$5.0K)
Filed 2026-10-29
Centennial Advisors, LLC
NEW
Shares5,089
Change+5,089
Value$495.8K
Filed 2026-10-21
Guidance Capital, Inc
UNCHANGED
Shares5,087 from 5,087
Change0 (0%)
Value$524.3K (+$30.2K)
Filed 2026-11-03
Flagstar Securities, Inc
DECREASED
Shares5,059 from 5,080
Change-21 (0%)
Value$493.0K (+$2.9K)
Filed 2026-10-15
Berkeley, Inc
UNCHANGED
Shares5,012 from 5,012
Change0 (0%)
Value$488.4K (+$4.9K)
Filed 2026-10-20
TCI Wealth Advisors, Inc.
INCREASED
Shares4,929 from 4,544
Change+385 (+8%)
Value$480.3K (+$42.0K)
Filed 2026-10-30
Columbus Macro, LLC
DECREASED
Shares4,854 from 4,886
Change-32 (-1%)
Value$473.0K (+$1.6K)
Filed 2026-10-14
Cypress Wealth Services, LLC
DECREASED
Shares4,778 from 5,444
Change-666 (-12%)
Value$475.4K (-$49.8K)
Filed 2026-10-21
Worth Financial Advisory Group, LLC
DECREASED
Shares4,761 from 4,811
Change-50 (-1%)
Value$463.9K (-$158)
Filed 2026-10-19
Venture Visionary Partners LLC
DECREASED
Shares4,734 from 4,902
Change-168 (-3%)
Value$461.3K (-$11.6K)
Filed 2026-10-07
Milestone Asset Management, LLC
DECREASED
Shares4,696 from 5,062
Change-366 (-7%)
Value$457.6K (-$30.7K)
Filed 2026-10-15
Keystone Financial Group, Inc.
INCREASED
Shares4,696 from 4,689
Change+7 (+0%)
Value$457.6K (+$5.3K)
Filed 2026-10-13
Quantum Financial Partners LLC
DECREASED
Shares4,691 from 4,700
Change-9 (0%)
Value$457.1K (+$3.7K)
Filed 2026-10-19
Sage Financial Group Inc
UNCHANGED
Shares4,690 from 4,690
Change0 (0%)
Value$457.0K (+$4.6K)
Filed 2026-10-27
First Bank & Trust
UNCHANGED
Shares4,680 from 4,680
Change0 (0%)
Value$456.0K (+$4.6K)
Filed 2026-10-19
Virtue Asset Management LLC
UNCHANGED
Shares4,624 from 4,624
Change0 (0%)
Value$450.6K (+$4.5K)
Filed 2026-10-21
Bayban
UNCHANGED
Shares4,597 from 4,597
Change0 (0%)
Value$443.4K ($0)
Filed 2026-11-05
Latitude Advisors, LLC
INCREASED
Shares4,562 from 4,547
Change+15 (+0%)
Value$444.6K (+$5.9K)
Filed 2026-10-27
Roxbury Financial LLC
INCREASED
Shares4,557 from 4,547
Change+10 (+0%)
Value$444.0K (+$5.5K)
Filed 2026-10-01
Stone House Investment Management, LLC
DECREASED
Shares4,544 from 4,641
Change-97 (-2%)
Value$442.8K (-$4.9K)
Filed 2026-10-23
Stewardship Advisors, LLC
INCREASED
Shares4,541 from 4,540
Change+1 (+0%)
Value$442.5K (+$4.5K)
Filed 2026-10-20
Invested Advisors
INCREASED
Shares4,532 from 4,504
Change+28 (+1%)
Value$441.6K (+$7.1K)
Filed 2026-10-23
Richmond Investment Services, LLC
INCREASED
Shares4,496 from 4,076
Change+420 (+10%)
Value$438.1K (+$45.0K)
Filed 2026-10-29
Sage Capital Advisors,llc
DECREASED
Shares4,486 from 5,106
Change-620 (-12%)
Value$437.1K (-$55.4K)
Filed 2026-10-13
Agate Pass Investment Management, LLC
DECREASED
Shares4,462 from 5,432
Change-970 (-18%)
Value$434.8K (-$89.2K)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares4,461 from 4,207
Change+254 (+6%)
Value$448.9K (+$43.0K)
Filed 2026-10-15
Atlas Brown,Inc.
INCREASED
Shares4,455 from 4,434
Change+21 (+0%)
Value$434.1K (+$6.4K)
Filed 2026-10-09
Balefire, LLC
DECREASED
Shares4,446 from 5,168
Change-722 (-14%)
Value$433.2K (-$65.3K)
Filed 2026-10-09
Gamma Investing LLC
UNCHANGED
Shares4,416 from 4,416
Change0 (0%)
Value$430.3K (+$4.3K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares4,368 from 4,368
Change0 (0%)
Value$425.6K (+$4.3K)
Filed 2026-10-23
Patten Group, Inc.
INCREASED
Shares4,356 from 4,343
Change+13 (+0%)
Value$424.4K (+$5.5K)
Filed 2026-10-26
Brown Financial Advisory
DECREASED
Shares4,342 from 5,054
Change-712 (-14%)
Value$423.1K (-$64.4K)
Filed 2026-11-05
Skyline Advisors, Inc.
DECREASED
Shares4,296 from 5,055
Change-759 (-15%)
Value$418.6K (-$69.0K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
DECREASED
Shares4,264 from 4,719
Change-455 (-10%)
Value$415.5K (-$39.8K)
Filed 2026-11-04
Integrity Advisory Solutions, LLC
INCREASED
Shares4,254 from 2,495
Change+1,759 (+71%)
Value$414.6K (+$173.9K)
Filed 2026-10-29
Smith Partners Wealth Management, LLC
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$414.1K (+$4.2K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
UNCHANGED
Shares4,249 from 4,249
Change0 (0%)
Value$414.0K (+$4.2K)
Filed 2026-10-07
Trust Co of Vermont
INCREASED
Shares4,238 from 4,015
Change+223 (+6%)
Value$413.0K (+$25.7K)
Filed 2026-10-21
Schear Investment Advisers, LLC
NEW
Shares4,230
Change+4,230
Value$412.2K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares4,230 from 4,219
Change+11 (+0%)
Value$412.2K (+$5.2K)
Filed 2026-10-14
Financial Life Advisors
DECREASED
Shares4,219 from 4,787
Change-568 (-12%)
Value$411.1K (-$50.7K)
Filed 2026-10-14
Hobart Private Capital, LLC
DECREASED
Shares4,207 from 4,325
Change-118 (-3%)
Value$409.9K (-$7.3K)
Filed 2026-10-19
First National Trust Co
INCREASED
Shares4,183 from 2,733
Change+1,450 (+53%)
Value$407.6K (+$144.0K)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares4,171 from 2,922
Change+1,249 (+43%)
Value$406.5K (+$124.6K)
Filed 2026-10-28
Silverlake Wealth Management LLC
DECREASED
Shares4,161 from 4,165
Change-4 (0%)
Value$405.4K (+$3.6K)
Filed 2026-10-21
Outlook Wealth Advisors, LLC
DECREASED
Shares4,155 from 4,156
Change-1 (0%)
Value$404.9K (+$4.1K)
Filed 2026-10-28
Cap Partners, LLC
INCREASED
Shares4,149 from 4,148
Change+1 (+0%)
Value$404.3K (+$4.2K)
Filed 2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED
Shares4,147 from 4,071
Change+76 (+2%)
Value$404.1K (+$11.4K)
Filed 2026-10-19
Wedmont Private Capital
UNCHANGED
Shares4,111 from 4,111
Change0 (0%)
Value$411.2K (+$9.3K)
Filed 2026-10-09
Tennessee Valley Asset Management Partners
INCREASED
Shares4,066 from 4,054
Change+12 (+0%)
Value$396.2K (+$5.2K)
Filed 2026-11-03
Southern Capital Advisors, LLC
INCREASED
Shares4,059 from 4,046
Change+13 (+0%)
Value$395.5K (+$5.3K)
Filed 2026-10-26
Harbor Group, Inc.
INCREASED
Shares4,041 from 4,040
Change+1 (+0%)
Value$393.7K (+$4.1K)
Filed 2026-10-14
Grove Bank & Trust
INCREASED
Shares4,031 from 4,000
Change+31 (+1%)
Value$392.8K (+$6.9K)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares4,029 from 4,029
Change0 (0%)
Value$392.6K (+$3.9K)
Filed 2026-10-26
Aerodigm Wealth, LLC
INCREASED
Shares4,024 from 4,017
Change+7 (+0%)
Value$392.1K (+$4.6K)
Filed 2026-10-16
MSH Capital Advisors LLC
INCREASED
Shares4,008 from 2,501
Change+1,507 (+60%)
Value$390.6K (+$149.4K)
Filed 2026-11-03
LS Investment Advisors, LLC
UNCHANGED
Shares3,968 from 3,968
Change0 (0%)
Value$386.6K (+$3.9K)
Filed 2026-10-13
Register Financial Advisors LLC
INCREASED
Shares3,960 from 3,771
Change+189 (+5%)
Value$385.8K (+$22.1K)
Filed 2026-10-23
MKT Advisors LLC
DECREASED
Shares3,956 from 4,460
Change-504 (-11%)
Value$395.7K (-$43.0K)
Filed 2026-10-20
Thompson Investment Management, Inc.
UNCHANGED
Shares3,911 from 3,911
Change0 (0%)
Value$381.1K (+$3.8K)
Filed 2026-10-14
Indivisible Partners
NEW
Shares3,903
Change+3,903
Value$380.3K
Filed 2026-10-26
Northwest Financial Advisors
DECREASED
Shares3,897 from 7,022
Change-3,125 (-44%)
Value$379.7K (-$297.6K)
Filed 2026-10-27
Private Client Services, LLC
NEW
Shares3,883
Change+3,883
Value$378.3K
Filed 2026-10-02
LexAurum Advisors, LLC
INCREASED
Shares3,871 from 3,816
Change+55 (+1%)
Value$377.2K (+$9.1K)
Filed 2026-10-19
Omni 360 Wealth, Inc.
DECREASED
Shares3,865 from 3,963
Change-98 (-2%)
Value$376.6K (-$5.7K)
Filed 2026-10-13
Apeiron RIA LLC
NEW
Shares3,860
Change+3,860
Value$378.4K
Filed 2026-10-08
Five Pine Wealth Management
DECREASED
Shares3,856 from 4,158
Change-302 (-7%)
Value$375.7K (-$25.4K)
Filed 2026-10-20
AlphaStar Capital Management, LLC
DECREASED
Shares3,843 from 3,875
Change-32 (-1%)
Value$374.5K (+$679)
Filed 2026-10-16
Apex Wealth Management, LLC
INCREASED
Shares3,826 from 3,724
Change+102 (+3%)
Value$372.8K (+$13.6K)
Filed 2026-10-20
Mosley Wealth Management
DECREASED
Shares3,822 from 4,094
Change-272 (-7%)
Value$388.2K (-$6.7K)
Filed 2026-10-16
Fortitude Advisory Group L.L.C.
DECREASED
Shares3,815 from 4,033
Change-218 (-5%)
Value$371.7K (-$17.3K)
Filed 2026-10-15
Beacon Financial Group
DECREASED
Shares3,786 from 3,813
Change-27 (-1%)
Value$368.9K (+$1.1K)
Filed 2026-10-19
Shayne & Jacobs, LLC
UNCHANGED
Shares3,780 from 3,780
Change0 (0%)
Value$368.3K (+$3.7K)
Filed 2026-10-21
Clearview Wealth Management LLC
UNCHANGED
Shares3,778 from 3,778
Change0 (0%)
Value$380.3K (+$15.8K)
Filed 2026-10-16
Gen-Wealth Partners Inc
DECREASED
Shares3,733 from 11,059
Change-7,326 (-66%)
Value$363.7K (-$703.0K)
Filed 2026-11-04
Value Investment Professionals, LLC
DECREASED
Shares3,723 from 3,762
Change-39 (-1%)
Value$362.8K (-$75)
Filed 2026-10-13
46 Peaks LLC
DECREASED
Shares3,707 from 3,831
Change-124 (-3%)
Value$361.2K (-$8.3K)
Filed 2026-11-03
Triad Wealth Partners, LLC
NEW
Shares3,701
Change+3,701
Value$360.6K
Filed 2026-10-26
SYM Financial Corp
INCREASED
Shares3,675 from 3,253
Change+422 (+13%)
Value$358.1K (+$44.3K)
Filed 2026-10-26
Cowa, LLC
DECREASED
Shares3,634 from 6,532
Change-2,898 (-44%)
Value$354.1K (-$276.0K)
Filed 2026-10-30
Horizon Wealth Management, LLC
INCREASED
Shares3,618 from 3,607
Change+11 (+0%)
Value$352.6K (+$4.7K)
Filed 2026-11-02
Richardson Financial Services Inc.
DECREASED
Shares3,613 from 4,566
Change-953 (-21%)
Value$351.9K (-$88.4K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares3,598 from 3,430
Change+168 (+5%)
Value$350.6K (+$19.7K)
Filed 2026-10-14
Washington Trust Co
UNCHANGED
Shares3,584 from 3,584
Change0 (0%)
Value$349.2K (+$3.5K)
Filed 2026-10-22
Obermeyer Wealth Partners
UNCHANGED
Shares3,583 from 3,583
Change0 (0%)
Value$349.2K (+$3.5K)
Filed 2026-10-21
Joseph Group Capital Management
DECREASED
Shares3,581 from 3,731
Change-150 (-4%)
Value$348.9K (-$11.0K)
Filed 2026-11-04
Econ Financial Services Corp
DECREASED
Shares3,540 from 30,454
Change-26,914 (-88%)
Value$344.9K (-$2.6M)
Filed 2026-10-19
DecisionMap Wealth Management, LLC
DECREASED
Shares3,531 from 4,269
Change-738 (-17%)
Value$344.1K (-$67.8K)
Filed 2026-10-29
Mainstream Capital Management LLC
DECREASED
Shares3,449 from 5,624
Change-2,175 (-39%)
Value$336.1K (-$206.4K)
Filed 2026-10-23
West Wealth Group, LLC
DECREASED
Shares3,432 from 17,643
Change-14,211 (-81%)
Value$334.4K (-$1.4M)
Filed 2026-10-14
Daymark Wealth Partners, LLC
DECREASED
Shares3,407 from 3,436
Change-29 (-1%)
Value$332.0K (+$552)
Filed 2026-11-04
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares3,406 from 3,406
Change0 (0%)
Value$331.9K (-$987)
Filed 2026-10-01
Sageworth Trust Co of South Dakota
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$331.3K (+$3.3K)
Filed 2026-10-30
Langley Wealth Management, LLC
UNCHANGED
Shares3,391 from 3,391
Change0 (0%)
Value$330.4K (+$3.3K)
Filed 2026-11-04
ASL Financial, LLC
INCREASED
Shares3,348 from 3,287
Change+61 (+2%)
Value$326.2K (+$9.2K)
Filed 2026-10-15
Rockwood Wealth Management, LLC
INCREASED
Shares3,294 from 3,144
Change+150 (+5%)
Value$321.0K (+$17.7K)
Filed 2026-10-27
Meridian Investment Counsel Inc.
UNCHANGED
Shares3,284 from 3,284
Change0 (0%)
Value$320.0K (+$3.2K)
Filed 2026-10-14
True Private Wealth Advisors
DECREASED
Shares3,282 from 3,283
Change-1 (0%)
Value$319.9K (+$3.2K)
Filed 2026-10-19
Guidance Point Advisors, LLC
DECREASED
Shares3,281 from 12,003
Change-8,722 (-73%)
Value$319.7K (-$838.3K)
Filed 2026-10-15
Segment Wealth Management, LLC
NEW
Shares3,216
Change+3,216
Value$313.4K
Filed 2026-10-26
TSA Wealth Managment LLC
DECREASED
Shares3,198 from 3,444
Change-246 (-7%)
Value$311.6K (-$20.6K)
Filed 2026-10-22
Bison Wealth, LLC
INCREASED
Shares3,194 from 3,192
Change+2 (+0%)
Value$321.8K (+$9.3K)
Filed 2026-10-13
Revisor Wealth Management LLC
DECREASED
Shares3,183 from 3,273
Change-90 (-3%)
Value$322.4K (+$6.6K)
Filed 2026-10-20
Angeles Wealth Management, LLC
INCREASED
Shares3,169 from 1,126
Change+2,043 (+181%)
Value$308.8K (+$200.2K)
Filed 2026-10-26
Old National Bancorp
INCREASED
Shares3,161 from 2,712
Change+449 (+17%)
Value$308.0K (+$46.4K)
Filed 2026-10-20
Secure Asset Management, LLC
DECREASED
Shares3,160 from 3,174
Change-14 (0%)
Value$307.9K (+$1.7K)
Filed 2026-10-19
Sterling Investment Counsel, LLC
DECREASED
Shares3,154 from 3,338
Change-184 (-6%)
Value$307.4K (-$14.7K)
Filed 2026-10-19
Mccarter Private Wealth Services LLC
UNCHANGED
Shares3,123 from 3,123
Change0 (0%)
Value$304.3K (+$3.1K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares3,120 from 2,420
Change+700 (+29%)
Value$304.0K (+$70.6K)
Filed 2026-10-28
Colton Groome Financial Advisors, LLC
DECREASED
Shares3,091 from 3,194
Change-103 (-3%)
Value$301.2K (-$6.9K)
Filed 2026-10-06
One Advisory Partners, LLC
DECREASED
Shares3,082 from 5,380
Change-2,298 (-43%)
Value$300.3K (-$218.6K)
Filed 2026-10-22
Realta Investment Advisors
INCREASED
Shares3,081 from 2,938
Change+143 (+5%)
Value$300.2K (+$16.8K)
Filed 2026-10-14
Altus Wealth Group LLC
INCREASED
Shares3,079 from 2,379
Change+700 (+29%)
Value$300.0K (+$70.5K)
Filed 2026-10-20
Connecticut Wealth Management, LLC
INCREASED
Shares3,076 from 2,660
Change+416 (+16%)
Value$299.8K (+$43.2K)
Filed 2026-10-13
Balentine LLC
INCREASED
Shares3,053 from 3,046
Change+7 (+0%)
Value$297.5K (+$3.7K)
Filed 2026-11-03
Fluent Financial, LLC
UNCHANGED
Shares3,051 from 3,051
Change0 (0%)
Value$297.3K (+$3.0K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED
Shares3,043 from 3,133
Change-90 (-3%)
Value$296.5K (-$5.7K)
Filed 2026-10-16
Archer Investment Corp
INCREASED
Shares3,042 from 3,041
Change+1 (+0%)
Value$296.4K (+$3.0K)
Filed 2026-11-05
KCM Investment Advisors LLC
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$294.3K (+$3.0K)
Filed 2026-10-27
Burns J W & Co Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$292.3K (+$2.9K)
Filed 2026-10-20
Patton Albertson Miller Group, LLC
NEW
Shares2,996
Change+2,996
Value$291.9K
Filed 2026-10-26
Successful Portfolios LLC
DECREASED
Shares2,972 from 2,992
Change-20 (-1%)
Value$294.0K (+$1.7K)
Filed 2026-10-09
Nautilus Advisors LLC
UNCHANGED
Shares2,935 from 2,935
Change0 (0%)
Value$286.0K (-$940)
Filed 2026-10-07
Kaufman Rossin Wealth, LLC
NEW
Shares2,925
Change+2,925
Value$285.0K
Filed 2026-10-19
Vision Capital Management, Inc.
UNCHANGED
Shares2,908 from 2,908
Change0 (0%)
Value$283.4K (+$2.9K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares2,904 from 2,839
Change+65 (+2%)
Value$283.0K (+$9.1K)
Filed 2026-10-22
FAI Advisors, Inc.
INCREASED
Shares2,903 from 2,861
Change+42 (+1%)
Value$282.9K (+$6.9K)
Filed 2026-10-27
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares2,867 from 4,631
Change-1,764 (-38%)
Value$279.4K (-$167.3K)
Filed 2026-10-29
Beacon Capital Management, LLC
DECREASED
Shares2,852 from 3,057
Change-205 (-7%)
Value$277.9K (-$16.9K)
Filed 2026-10-23
Winthrop Advisory Group LLC
INCREASED
Shares2,836 from 2,799
Change+37 (+1%)
Value$276.4K (+$6.4K)
Filed 2026-10-22
Balance Wealth Partners LLC
DECREASED
Shares2,817 from 3,617
Change-800 (-22%)
Value$274.5K (-$74.4K)
Filed 2026-10-27
LVZ, Inc.
UNCHANGED
Shares2,802 from 2,802
Change0 (0%)
Value$273.0K (+$2.7K)
Filed 2026-10-20
Boston Trust Walden Corp
UNCHANGED
Shares2,767 from 2,767
Change0 (0%)
Value$269.6K (+$2.7K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED
Shares2,755 from 3,060
Change-305 (-10%)
Value$268.4K (-$26.7K)
Filed 2026-10-29
Parsons Capital Management Inc
DECREASED
Shares2,749 from 2,807
Change-58 (-2%)
Value$267.9K (-$2.9K)
Filed 2026-10-28
Noble Wealth Management PBC
DECREASED
Shares2,734 from 2,974
Change-240 (-8%)
Value$266.4K (-$20.5K)
Filed 2026-10-01
Bdfs Capital LLC
DECREASED
Shares2,733 from 2,745
Change-12 (0%)
Value$266.3K (+$1.5K)
Filed 2026-10-14
Baker Tilly Wealth Management, LLC
NEW
Shares2,727
Change+2,727
Value$265.7K
Filed 2026-10-05
Optimist Retirement Group LLC
UNCHANGED
Shares2,712 from 2,712
Change0 (0%)
Value$264.3K (+$2.7K)
Filed 2026-10-30
Principle Wealth Partners LLC
INCREASED
Shares2,709 from 2,112
Change+597 (+28%)
Value$264.0K (+$60.3K)
Filed 2026-11-02
Wagner Wealth Management, LLC
UNCHANGED
Shares2,705 from 2,705
Change0 (0%)
Value$263.6K (+$2.7K)
Filed 2026-10-21
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$263.1K (-$864)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares2,696 from 2,696
Change0 (0%)
Value$262.7K (+$2.6K)
Filed 2026-10-22
Form Wealth Advisors, LLC
DECREASED
Shares2,691 from 3,607
Change-916 (-25%)
Value$262.2K (-$85.7K)
Filed 2026-10-13
Gibbs Wealth Management
INCREASED
Shares2,690 from 2,673
Change+17 (+1%)
Value$262.2K (+$4.3K)
Filed 2026-10-22
HMV Wealth Advisors, LLC
UNCHANGED
Shares2,681 from 2,681
Change0 (0%)
Value$261.2K (+$2.6K)
Filed 2026-10-27
Connecticut Capital Management Group, LLC
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$261.1K (+$2.6K)
Filed 2026-10-29
Fermata Advisors, LLC
DECREASED
Shares2,649 from 3,586
Change-937 (-26%)
Value$258.1K (-$87.7K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares2,643 from 2,561
Change+82 (+3%)
Value$257.6K (+$10.5K)
Filed 2026-11-05
Bond & Devick Financial Network, Inc.
INCREASED
Shares2,610 from 2,090
Change+520 (+25%)
Value$254.3K (+$52.7K)
Filed 2026-10-23
Lantz Financial LLC
UNCHANGED
Shares2,606 from 2,606
Change0 (0%)
Value$253.9K (+$2.6K)
Filed 2026-10-15
Unified Investment Management
UNCHANGED
Shares2,599 from 2,599
Change0 (0%)
Value$253.2K (+$2.6K)
Filed 2026-10-14
HBW Advisory Services LLC
INCREASED
Shares2,580 from 2,526
Change+54 (+2%)
Value$251.4K (+$7.7K)
Filed 2026-10-15
Concord Asset Management, LLC
DECREASED
Shares2,579 from 2,669
Change-90 (-3%)
Value$251.3K (-$6.1K)
Filed 2026-11-02
15 Wealth Advisors LLC
NEW
Shares2,573
Change+2,573
Value$250.7K
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED
Shares2,572 from 2,565
Change+7 (+0%)
Value$250.6K (+$3.2K)
Filed 2026-10-21
Rosenberg Matthew Hamilton
DECREASED
Shares2,550 from 2,702
Change-152 (-6%)
Value$248.5K (-$12.2K)
Filed 2026-10-05
Vista Investment Partners II, LLC
INCREASED
Shares2,543 from 2,542
Change+1 (+0%)
Value$247.8K (+$2.6K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares2,529 from 7,671
Change-5,142 (-67%)
Value$246 (-$739.8K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
DECREASED
Shares2,526 from 2,561
Change-35 (-1%)
Value$246.1K (-$901)
Filed 2026-10-20
Intrua Financial, LLC
DECREASED
Shares2,519 from 3,064
Change-545 (-18%)
Value$245.4K (-$50.1K)
Filed 2026-10-28
CWS Financial Advisors, LLC
UNCHANGED
Shares2,518 from 2,518
Change0 (0%)
Value$245.4K (+$2.5K)
Filed 2026-10-16
Kelly Financial Services LLC
DECREASED
Shares2,513 from 4,570
Change-2,057 (-45%)
Value$244.9K (-$196.0K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$244.7K (+$2.5K)
Filed 2026-10-01
Steel Grove Capital Advisors, LLC
INCREASED
Shares2,509 from 2,501
Change+8 (+0%)
Value$244.5K (+$3.3K)
Filed 2026-10-13
Capital Advantage, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$243.6K (+$2.5K)
Filed 2026-10-14
Harpswell Capital Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$243.6K (+$2.5K)
Filed 2026-10-09
Balboa Wealth Partners
UNCHANGED
Shares2,482 from 2,482
Change0 (0%)
Value$241.8K (+$2.4K)
Filed 2026-10-20
Foster Victor Wealth Advisors, LLC
DECREASED
Shares2,478 from 2,632
Change-154 (-6%)
Value$250.9K (-$4.0K)
Filed 2026-10-21
Fiduciary Alliance LLC
DECREASED
Shares2,476 from 2,854
Change-378 (-13%)
Value$241.3K (-$34.0K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares2,471 from 2,507
Change-36 (-1%)
Value$240.8K (-$1.1K)
Filed 2026-10-08
Trueblood Wealth Management, LLC
DECREASED
Shares2,465 from 2,467
Change-2 (0%)
Value$240.2K (+$2.2K)
Filed 2026-10-23
JIM Saulnier & Associates, LLC
INCREASED
Shares2,454 from 2,451
Change+3 (+0%)
Value$239.1K (+$2.7K)
Filed 2026-11-04
August Group Capital Ltd
DECREASED
Shares2,448 from 2,506
Change-58 (-2%)
Value$238.5K (-$3.3K)
Filed 2026-10-14
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares2,447 from 2,447
Change0 (0%)
Value$238.4K (+$2.4K)
Filed 2026-10-16
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$237.9K (+$2.4K)
Filed 2026-10-23
Associated Banc-Corp
DECREASED
Shares2,436 from 3,706
Change-1,270 (-34%)
Value$237.4K (-$120.1K)
Filed 2026-10-30
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares2,407 from 2,407
Change0 (0%)
Value$234.5K (+$2.4K)
Filed 2026-10-14
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares2,391 from 2,460
Change-69 (-3%)
Value$233.0K (-$4.3K)
Filed 2026-10-28
Frederick Financial Consultants, LLC
UNCHANGED
Shares2,389 from 2,389
Change0 (0%)
Value$232.8K (+$2.3K)
Filed 2026-10-29
Fort Washington Investment Advisors Inc
DECREASED
Shares2,372 from 2,392
Change-20 (-1%)
Value$231.1K (+$396)
Filed 2026-10-15
Foguth Wealth Management, Llc.
DECREASED
Shares2,360 from 3,341
Change-981 (-29%)
Value$239.0K (-$83.4K)
Filed 2026-10-19
Old North State Wealth Management, LLC
INCREASED
Shares2,356 from 2,355
Change+1 (+0%)
Value$229.8K (+$2.5K)
Filed 2026-10-22
Cypress Capital Group
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$229.5K (+$2.3K)
Filed 2026-11-03
MMA Asset Management LLC
UNCHANGED
Shares2,351 from 2,351
Change0 (0%)
Value$229.1K (+$2.3K)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$229.0K (+$2.3K)
Filed 2026-10-22
Legacy Solutions, LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$229.0K (+$2.3K)
Filed 2026-10-07
Cardinal Point Capital Management ULC
NEW
Shares2,345
Change+2,345
Value$228.5K
Filed 2026-10-21
InTrack Investment Management Inc
DECREASED
Shares2,327 from 2,585
Change-258 (-10%)
Value$226.7K (-$22.6K)
Filed 2026-10-15
Trademark Financial Management, LLC
DECREASED
Shares2,327 from 2,480
Change-153 (-6%)
Value$226.8K (-$12.4K)
Filed 2026-10-23
Stage Harbor Financial, LLC
DECREASED
Shares2,308 from 2,346
Change-38 (-2%)
Value$224.9K (-$1.4K)
Filed 2026-11-03
Archer Investment Management, LLC
DECREASED
Shares2,293 from 11,857
Change-9,564 (-81%)
Value$223.4K (-$920.3K)
Filed 2026-10-13
MRA Advisory Group
UNCHANGED
Shares2,289 from 2,289
Change0 (0%)
Value$223.0K (+$2.2K)
Filed 2026-10-07
Grey Ledge Advisors, LLC
INCREASED
Shares2,281 from 2,278
Change+3 (+0%)
Value$222.3K (+$2.6K)
Filed 2026-11-02
Chris Bulman Inc
DECREASED
Shares2,276 from 2,484
Change-208 (-8%)
Value$221.8K (-$17.8K)
Filed 2026-10-20
Enclave Advisors LLC
DECREASED
Shares2,268 from 3,318
Change-1,050 (-32%)
Value$221.0K (-$99.1K)
Filed 2026-10-14
Grandview Asset Management LLC
DECREASED
Shares2,222 from 2,820
Change-598 (-21%)
Value$216.5K (-$55.5K)
Filed 2026-10-19
Advisory Solutions Group, LLC
DECREASED
Shares2,199 from 2,320
Change-121 (-5%)
Value$214.3K (-$9.5K)
Filed 2026-10-14
Sima Wealth Partners, LLC
UNCHANGED
Shares2,197 from 2,197
Change0 (0%)
Value$214.1K (+$2.2K)
Filed 2026-10-19
Cooper S Advisors, LLC
UNCHANGED
Shares2,194 from 2,194
Change0 (0%)
Value$213.8K (+$2.2K)
Filed 2026-11-03
Asset Management One Co., Ltd.
NEW
Shares2,193
Change+2,193
Value$213.7K
Filed 2026-10-27
Lewis Asset Management, LLC
UNCHANGED
Shares2,186 from 2,186
Change0 (0%)
Value$213.0K (+$2.1K)
Filed 2026-10-14
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares2,174 from 9,199
Change-7,025 (-76%)
Value$211.8K (-$675.5K)
Filed 2026-11-03
Crew Capital Management, Ltd
UNCHANGED
Shares2,166 from 2,166
Change0 (0%)
Value$211.1K (+$2.1K)
Filed 2026-10-28
McAdam, LLC
DECREASED
Shares2,165 from 2,283
Change-118 (-5%)
Value$210.9K (-$9.3K)
Filed 2026-10-21
Busey Bank
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$211.0K (+$2.1K)
Filed 2026-10-26
Scott & Selber, Inc.
INCREASED
Shares2,163 from 2,162
Change+1 (+0%)
Value$210.8K (+$2.2K)
Filed 2026-10-21
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$207.1K (+$2.1K)
Filed 2026-10-14
Gryphon Financial Partners LLC
INCREASED
Shares2,119 from 2,117
Change+2 (+0%)
Value$206.4K (+$2.2K)
Filed 2026-11-04
WPG Advisers, LLC
DECREASED
Shares2,112 from 2,207
Change-95 (-4%)
Value$205.8K (-$7.1K)
Filed 2026-10-27
Plus Group Wealth Advisors LLC
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$205.2K (+$2.1K)
Filed 2026-10-19
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$205.0K (+$2.0K)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$203.7K (+$2.0K)
Filed 2026-11-05
tru Independence LLC
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$203.7K (+$2.0K)
Filed 2026-10-20
Ipsen Advisor Group LLC
INCREASED
Shares2,083 from 2,076
Change+7 (+0%)
Value$202.9K (+$2.7K)
Filed 2026-10-29
Kingdom Financial Group Llc.
INCREASED
Shares2,074 from 745
Change+1,329 (+178%)
Value$202.1K (+$130.3K)
Filed 2026-11-04
Weatherly Asset Management L. P.
NEW
Shares2,063
Change+2,063
Value$201.0K
Filed 2026-10-20
Absolute Capital Management, LLC
DECREASED
Shares2,054 from 2,139
Change-85 (-4%)
Value$200.2K (-$6.2K)
Filed 2026-10-16
Salomon & Ludwin, LLC
DECREASED
Shares2,052 from 2,061
Change-9 (0%)
Value$199.9K (+$257)
Filed 2026-10-29
Blueline Advisors LLC
UNCHANGED
Shares1,981 from 1,981
Change0 (0%)
Value$193.0K (+$1.9K)
Filed 2026-10-15
Westside Investment Management, Inc.
DECREASED
Shares1,963 from 2,095
Change-132 (-6%)
Value$191.7K (-$10.4K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares1,953
Change+1,953
Value$190.3K
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,936 from 1,933
Change+3 (+0%)
Value$188.7K (+$2.2K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares1,931 from 1,283
Change+648 (+51%)
Value$188.1K (+$64.4K)
Filed 2026-11-04
Lodestone Wealth Management LLC
DECREASED
Shares1,920 from 1,925
Change-5 (0%)
Value$187.1K (+$1.4K)
Filed 2026-10-14
Vima LLC
DECREASED
Shares1,899 from 2,260
Change-361 (-16%)
Value$185.0K (-$27.6K)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$180.1K (+$1.8K)
Filed 2026-10-15
IMG Wealth Management, Inc.
UNCHANGED
Shares1,747 from 1,747
Change0 (0%)
Value$170.2K (+$1.7K)
Filed 2026-10-27
Wells Financial Advisors Inc
DECREASED
Shares1,723 from 1,862
Change-139 (-7%)
Value$167.9K (-$11.7K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares1,679 from 2,754
Change-1,075 (-39%)
Value$163.6K (-$102.0K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares1,573 from 1,645
Change-72 (-4%)
Value$153.2K (-$5.4K)
Filed 2026-11-03
Financial Perspectives, Inc
INCREASED
Shares1,550 from 1,548
Change+2 (+0%)
Value$151.1K (+$1.8K)
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares1,547
Change+1,547
Value$150.7K
Filed 2026-10-30
Citizens National Bank Trust Department
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$148.1K (+$1.5K)
Filed 2026-11-04
United Community Bank
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$143.7K (+$1.4K)
Filed 2026-10-28
Parkside Financial Bank & Trust
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$143.5K (+$1.4K)
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$139.3K (+$1.4K)
Filed 2026-10-15
CFG Wealth Management Services, Inc.
NEW
Shares1,429
Change+1,429
Value$140.1K
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,421 from 1,421
Change0 (0%)
Value$138.5K (+$1.4K)
Filed 2026-10-16
Key FInancial Inc
DECREASED
Shares1,405 from 1,820
Change-415 (-23%)
Value$136.9K (-$38.7K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$130.0K (+$1.3K)
Filed 2026-10-15
Tsfg, LLC
DECREASED
Shares1,300 from 3,500
Change-2,200 (-63%)
Value$127 (-$337.9K)
Filed 2026-10-23
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$126.7K (+$1.3K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares1,270 from 1,265
Change+5 (+0%)
Value$123.7K (+$1.7K)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
INCREASED
Shares1,215 from 162
Change+1,053 (+650%)
Value$118.4K (+$102.8K)
Filed 2026-11-02
Community Financial Services Group, LLC
UNCHANGED
Shares1,196 from 1,196
Change0 (0%)
Value$117.3K (+$1.4K)
Filed 2026-10-15
Granite FO LLC
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$111.4K (+$1.1K)
Filed 2026-10-14
Bangor Savings Bank
DECREASED
Shares1,129 from 1,164
Change-35 (-3%)
Value$110.0K (-$2.3K)
Filed 2026-10-06
American Capital Advisory, LLC
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$109.8K (+$1.1K)
Filed 2026-10-28
First Pacific Financial
INCREASED
Shares1,089 from 1,086
Change+3 (+0%)
Value$106.1K (+$1.4K)
Filed 2026-10-14
MTM Investment Management, LLC
DECREASED
Shares1,085 from 1,088
Change-3 (0%)
Value$105.7K (+$774)
Filed 2026-10-30
Jnba Financial Advisors
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$105.4K (+$1.1K)
Filed 2026-11-03
DT Investment Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$97.4K (+$980)
Filed 2026-10-27
Compass Wealth Management LLC
NEW
Shares995
Change+995
Value$97.0K
Filed 2026-10-22
Caldwell Trust Co
DECREASED
Shares954 from 1,095
Change-141 (-13%)
Value$93.0K (-$12.7K)
Filed 2026-10-30
North Point Portfolio Managers Corp
NEW
Shares889
Change+889
Value$86.6K
Filed 2026-10-07
Trust Co of Toledo NA
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$82.7K (+$832)
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$82.4K (-$1.1K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$81.8K (+$822)
Filed 2026-10-16
Ascentis Wealth Management, LLC
INCREASED
Shares833 from 824
Change+9 (+1%)
Value$81.4K (+$1.7K)
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$80.0K (+$805)
Filed 2026-10-07
Pinnacle Bancorp, Inc.
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$78.4K (+$789)
Filed 2026-10-21
Birchwood Financial Partners, Inc.
INCREASED
Shares802 from 800
Change+2 (+0%)
Value$78.1K (+$927)
Filed 2026-11-02
Bullock Wealth Management Group
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$77.0K (+$902)
Filed 2026-10-09
Madden Securities Corp
NEW
Shares757
Change+757
Value$73.8K
Filed 2026-10-27
Main Street Group, LTD
DECREASED
Shares741 from 826
Change-85 (-10%)
Value$72.2K (-$7.5K)
Filed 2026-10-28
Union Savings Bank
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$72.1K (+$725)
Filed 2026-10-14
Chapman Financial Group, LLC
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$71.6K (+$720)
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares727
Change+727
Value$70.8K
Filed 2026-10-29
Cornerstone National Bank & Trust Co
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$67.2K (+$787)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED
Shares661 from 309
Change+352 (+114%)
Value$64.4K (+$34.6K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED
Shares636 from 635
Change+1 (+0%)
Value$62.1K (+$780)
Filed 2026-10-27
Hyposwiss Advisors SA
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$58.4K (+$588)
Filed 2026-10-26
Princeton Global Asset Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$58.4K (+$588)
Filed 2026-10-21
Yankcom Partnership
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$52.7K (+$530)
Filed 2026-10-15
Avion Wealth
DECREASED
Shares535 from 726
Change-191 (-26%)
Value$52.0K (-$18.0K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$48.7K (+$490)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares448 from 346
Change+102 (+29%)
Value$43.7K (+$10.3K)
Filed 2026-10-26
Beacon Financial Strategies Corp
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$41.9K (+$422)
Filed 2026-10-14
Duncker Streett & Co Inc
DECREASED
Shares415 from 767
Change-352 (-46%)
Value$40.4K (-$33.5K)
Filed 2026-10-27
Blue Trust, Inc.
DECREASED
Shares400 from 423
Change-23 (-5%)
Value$39.0K (-$1.8K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
DECREASED
Shares397 from 933
Change-536 (-57%)
Value$32.0K (-$41.0K)
Filed 2026-11-04
Heritage Family Offices, LLP
NEW
Shares380
Change+380
Value$37.0K
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares366 from 156
Change+210 (+135%)
Value$35.6K (+$20.5K)
Filed 2026-10-15
Bfsg, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$34.4K (+$346)
Filed 2026-10-30
Arlington Trust Co LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$34.1K (+$343)
Filed 2026-10-20
CrossGen Wealth, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$34.1K (+$343)
Filed 2026-10-30
Entrust Financial LLC
INCREASED
Shares348 from 347
Change+1 (+0%)
Value$33.9K (+$453)
Filed 2026-11-04
Family Capital Trust Co
DECREASED
Shares344 from 769
Change-425 (-55%)
Value$33.5K (-$40.7K)
Filed 2026-10-22
Valued Wealth Advisors LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$33.1K (+$333)
Filed 2026-11-05
Horrell Capital Management, Inc.
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$33.1K (+$334)
Filed 2026-10-08
Maseco LLP
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$29.2K (+$301)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$26.7K (+$269)
Filed 2026-10-05
Frankly Finances, LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$25.5K (+$256)
Filed 2026-10-28
Ameliora Wealth Management Ltd.
NEW
Shares255
Change+255
Value$24.8K
Filed 2026-10-23
Center for Financial Planning, Inc.
INCREASED
Shares248 from 110
Change+138 (+125%)
Value$24.2K (+$13.6K)
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares236 from 1,036
Change-800 (-77%)
Value$23.0K (-$76.9K)
Filed 2026-10-26
Byrne Asset Management LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$22.2K (+$431)
Filed 2026-10-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$21.9K (+$220)
Filed 2026-10-15
Nemes Rush Group LLC
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$21.5K (+$216)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$21.4K (+$215)
Filed 2026-10-23
Signature Equity Partners, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$21.2K (+$187)
Filed 2026-10-29
Elevated Capital Advisors, LLC
DECREASED
Shares215 from 365
Change-150 (-41%)
Value$21.0K (-$14.2K)
Filed 2026-11-04
Southern Michigan Bank & Trust
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$21.0K (+$211)
Filed 2026-10-19
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$17.9K (+$180)
Filed 2026-11-02
Wilkerson Advisory Group LLC
INCREASED
Shares178 from 176
Change+2 (+1%)
Value$17.3K (+$232)
Filed 2026-10-20
RMG Wealth Management LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$13.6K (+$330)
Filed 2026-10-26
Newton One Investments LLC
DECREASED
Shares123 from 329
Change-206 (-63%)
Value$12.0K (-$19.8K)
Filed 2026-10-14
Decker Retirement Planning Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$11.4K (+$115)
Filed 2026-10-19
Reyes Financial Architecture, Inc.
DECREASED
Shares116 from 224
Change-108 (-48%)
Value$11.3K (-$10.3K)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$11.0K (+$68)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares106
Change+106
Value$10.3K
Filed 2026-10-27
Acima Private Wealth, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$10.3K (+$104)
Filed 2026-10-05
Montag A & Associates Inc
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$9.9K (+$99)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED
Shares98 from 115
Change-17 (-15%)
Value$9.6K (-$1.5K)
Filed 2026-11-02
Rydar Equities, Inc.
NEW
Shares94
Change+94
Value$9.4K
Filed 2026-10-13
Valley National Advisers Inc
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$8.9K (+$119)
Filed 2026-10-23
First Bancorp, Inc
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$8.4K (+$84)
Filed 2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$8.3K (+$83)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares82 from 945
Change-863 (-91%)
Value$8.0K (-$83.3K)
Filed 2026-10-14
City Holding Co
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$7.9K (+$79)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$7.1K (+$71)
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$6.5K (+$66)
Filed 2026-10-16
Cape Investment Advisory, Inc.
DECREASED
Shares52 from 122
Change-70 (-57%)
Value$5.0K (-$6.7K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares50 from 1,850
Change-1,800 (-97%)
Value$4.9K (-$173.6K)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
NEW
Shares43
Change+43
Value$4.2K
Filed 2026-10-20
NorthAvenue LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.1K (+$41)
Filed 2026-10-29
Central Pacific Bank - Trust Division
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.9K (+$40)
Filed 2026-10-06
Bay Harbor Wealth Management, LLC
DECREASED
Shares37 from 46
Change-9 (-20%)
Value$3.6K (-$832)
Filed 2026-11-03
Country Trust Bank
DECREASED
Shares36 from 64
Change-28 (-44%)
Value$3.5K (-$2.7K)
Filed 2026-10-30
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.4K (+$34)
Filed 2026-10-30
Costello Asset Management, Inc
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.3K (+$33)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares31
Change+31
Value$3.0K
Filed 2026-10-09
William Mack & Associates, Inc.
NEW
Shares30
Change+30
Value$2.9K
Filed 2026-10-27
High Point Wealth Management, LLC
NEW
Shares30
Change+30
Value$2.9K
Filed 2026-11-05
1620 Investment Advisors, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.9K (+$29)
Filed 2026-11-04
Advocate Investing Services LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.3K (+$24)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
DECREASED
Shares20 from 67
Change-47 (-70%)
Value$1.9K (-$4.5K)
Filed 2026-10-26
Pittenger & Anderson Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.7K (+$17)
Filed 2026-11-02
Networth Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.7K (+$22)
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares15
Change+15
Value$1.5K
Filed 2026-10-27
Markowski Investments
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.5K (+$15)
Filed 2026-10-30
Harbor Capital Advisors, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1 ($0)
Filed 2026-10-22
Valley Wealth Managers, Inc.
DECREASED
Shares5 from 317
Change-312 (-98%)
Value$487 (-$30.1K)
Filed 2026-10-09
Spurstone Advisory Services, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$392 (+$4)
Filed 2026-11-02
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$296 (+$4)
Filed 2026-10-29
Leicht Financial Planning & Wealth Management, Inc.
CLOSED
Shares0 from 86,141
Change-86,141 (-100%)
Value$0 (-$8.3M)
Filed 2026-11-03
KWB Wealth
CLOSED
Shares0 from 63,578
Change-63,578 (-100%)
Value$0 (-$6.1M)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 31,966
Change-31,966 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-02
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 28,824
Change-28,824 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-03
Beam Wealth Advisors, Inc.
CLOSED
Shares0 from 16,243
Change-16,243 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-03
True Blue Financial, LLC
CLOSED
Shares0 from 15,802
Change-15,802 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-15
JB Capital LLC
CLOSED
Shares0 from 10,390
Change-10,390 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-19
Advisor Resource Council
CLOSED
Shares0 from 10,199
Change-10,199 (-100%)
Value$0 (-$983.8K)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 9,548
Change-9,548 (-100%)
Value$0 (-$921.0K)
Filed 2026-11-03
Smart Wealth LLC
CLOSED
Shares0 from 5,669
Change-5,669 (-100%)
Value$0 (-$546.8K)
Filed 2026-11-04
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 5,513
Change-5,513 (-100%)
Value$0 (-$530.5K)
Filed 2026-10-22
One Wealth Capital Management, LLC
CLOSED
Shares0 from 5,300
Change-5,300 (-100%)
Value$0 (-$511.2K)
Filed 2026-10-23
Saxony Capital Management, LLC
CLOSED
Shares0 from 3,920
Change-3,920 (-100%)
Value$0 (-$378.1K)
Filed 2026-10-15
KPP Advisory Services LLC
CLOSED
Shares0 from 3,862
Change-3,862 (-100%)
Value$0 (-$372.5K)
Filed 2026-10-26
Howard Financial Services, Ltd.
CLOSED
Shares0 from 3,789
Change-3,789 (-100%)
Value$0 (-$365.5K)
Filed 2026-10-15
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 3,782
Change-3,782 (-100%)
Value$0 (-$364.8K)
Filed 2026-10-22
Polaris Investment Advisors, LLC
CLOSED
Shares0 from 3,368
Change-3,368 (-100%)
Value$0 (-$324.9K)
Filed 2026-10-20
Guilbault Capital LLC
CLOSED
Shares0 from 2,866
Change-2,866 (-100%)
Value$0 (-$276.5K)
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 2,599
Change-2,599 (-100%)
Value$0 (-$249.0K)
Filed 2026-10-13
Kestra Investment Management, LLC
CLOSED
Shares0 from 2,568
Change-2,568 (-100%)
Value$0 (-$247.7K)
Filed 2026-11-04
Pinnacle Associates LTD
CLOSED
Shares0 from 2,553
Change-2,553 (-100%)
Value$0 (-$246.3K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 2,497
Change-2,497 (-100%)
Value$0 (-$240.9K)
Filed 2026-10-23
Zenith Solutions, Inc.
CLOSED
Shares0 from 2,483
Change-2,483 (-100%)
Value$0 (-$239.6K)
Filed 2026-10-19
Alterna Wealth Management, Inc
CLOSED
Shares0 from 2,417
Change-2,417 (-100%)
Value$0 (-$233.1K)
Filed 2026-10-27
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 2,386
Change-2,386 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-13
Insight Advisors, LLC/ PA
CLOSED
Shares0 from 2,368
Change-2,368 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-22
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 2,347
Change-2,347 (-100%)
Value$0 (-$226.4K)
Filed 2026-10-26
Diesslin Group, Inc.
CLOSED
Shares0 from 2,337
Change-2,337 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,316
Change-2,316 (-100%)
Value$0 (-$222.9K)
Filed 2026-10-16
Ridgeline Wealth, LLC
CLOSED
Shares0 from 2,218
Change-2,218 (-100%)
Value$0 (-$213.9K)
Filed 2026-10-14
Horst & Graben Wealth Management LLC
CLOSED
Shares0 from 2,187
Change-2,187 (-100%)
Value$0 (-$211.8K)
Filed 2026-11-02
Breakwater Capital Group
CLOSED
Shares0 from 2,179
Change-2,179 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-09
Archford Capital Strategies, LLC
CLOSED
Shares0 from 2,143
Change-2,143 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-19
Straight Path Wealth Management
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-23
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$115.8K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 993
Change-993 (-100%)
Value$0 (-$95.8K)
Filed 2026-10-28
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 804
Change-804 (-100%)
Value$0 (-$77.6K)
Filed 2026-10-26
Cullen T Bankers, Inc.
CLOSED
Shares0 from 640
Change-640 (-100%)
Value$0 (-$61.7K)
Filed 2026-10-28
Brooklyn FI, LLC
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$60.2K)
Filed 2026-11-05
Islay Capital Management, LLC
CLOSED
Shares0 from 401
Change-401 (-100%)
Value$0 (-$38.7K)
Filed 2026-10-20
Phillips Financial Management, LLC
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$26.2K)
Filed 2026-10-19
Founders Capital Management
CLOSED
Shares0 from 254
Change-254 (-100%)
Value$0 (-$24.5K)
Filed 2026-10-13
Kozak & Associates, Inc.
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-29
Raleigh Capital Management Inc.
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-28
Key Capital Management, Inc
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$18.7K)
Filed 2026-11-03
Investors Research Corp
CLOSED
Shares0 from 186
Change-186 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-07
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-19
CGC Financial Services, LLC
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-13
Portfolio Resources Advisor Group, Inc.
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-20
Montgomery Financial Services LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-20
Atwood & Palmer Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$965)
Filed 2026-10-08
Creative Capital Management Investments LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$579)
Filed 2026-10-28
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$762.2K (+$7.7K)
Filed 2026-10-22
FMR LLC
N/A
Shares— from 15,350,328
Change-15,350,328 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,642,755
Change-14,642,755 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,034,510
Change-14,034,510 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,345,824
Change-12,345,824 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 7,953,963
Change-7,953,963 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 4,455,291
Change-4,455,291 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,247,471
Change-4,247,471 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,763,692
Change-3,763,692 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,457,587
Change-3,457,587 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,396,004
Change-3,396,004 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,119,340
Change-3,119,340 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,168,165
Change-2,168,165 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,029,125
Change-2,029,125 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,884,255
Change-1,884,255 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,582,221
Change-1,582,221 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,556,142
Change-1,556,142 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,449,879
Change-1,449,879 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,419,542
Change-1,419,542 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,373,229
Change-1,373,229 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,257,338
Change-1,257,338 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,209,687
Change-1,209,687 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,177,268
Change-1,177,268 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,114,252
Change-1,114,252 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,067,976
Change-1,067,976 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 943,459
Change-943,459 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 928,271
Change-928,271 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 908,696
Change-908,696 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 851,515
Change-851,515 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 837,287
Change-837,287 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 725,620
Change-725,620 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 721,422
Change-721,422 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 706,484
Change-706,484 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 686,315
Change-686,315 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 668,232
Change-668,232 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 627,522
Change-627,522 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 600,897
Change-600,897 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 595,110
Change-595,110 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 558,307
Change-558,307 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 497,800
Change-497,800 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 440,532
Change-440,532 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 427,816
Change-427,816 (-100%)
Value—
Barclays PLC
N/A
Shares— from 411,404
Change-411,404 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 387,700
Change-387,700 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 386,309
Change-386,309 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 267,168
Change-267,168 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 257,439
Change-257,439 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 255,013
Change-255,013 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 241,162
Change-241,162 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 226,613
Change-226,613 (-100%)
Value—
&partners
N/A
Shares— from 224,607
Change-224,607 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 223,733
Change-223,733 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 221,195
Change-221,195 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 219,776
Change-219,776 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 215,785
Change-215,785 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 199,658
Change-199,658 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 197,413
Change-197,413 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 196,227
Change-196,227 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 195,770
Change-195,770 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 189,103
Change-189,103 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 183,663
Change-183,663 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 175,596
Change-175,596 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 173,650
Change-173,650 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 150,253
Change-150,253 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 149,994
Change-149,994 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 148,849
Change-148,849 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 142,089
Change-142,089 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 139,146
Change-139,146 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 131,603
Change-131,603 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 131,524
Change-131,524 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 126,855
Change-126,855 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 126,013
Change-126,013 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 120,825
Change-120,825 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 111,141
Change-111,141 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 110,505
Change-110,505 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 107,471
Change-107,471 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 105,891
Change-105,891 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 105,628
Change-105,628 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 102,656
Change-102,656 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 101,161
Change-101,161 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 101,004
Change-101,004 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 100,285
Change-100,285 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 98,051
Change-98,051 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 97,072
Change-97,072 (-100%)
Value—
10Elms LLP
N/A
Shares— from 96,403
Change-96,403 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 95,461
Change-95,461 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 93,920
Change-93,920 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 90,916
Change-90,916 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 87,462
Change-87,462 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 86,684
Change-86,684 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 84,449
Change-84,449 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 84,419
Change-84,419 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 84,062
Change-84,062 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 83,929
Change-83,929 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 82,842
Change-82,842 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 79,383
Change-79,383 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 78,689
Change-78,689 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 78,499
Change-78,499 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 77,917
Change-77,917 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 77,837
Change-77,837 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 77,388
Change-77,388 (-100%)
Value—
Blair William & Co
N/A
Shares— from 77,283
Change-77,283 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 77,277
Change-77,277 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 76,855
Change-76,855 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 76,015
Change-76,015 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 75,222
Change-75,222 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 74,598
Change-74,598 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 74,511
Change-74,511 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 74,265
Change-74,265 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 72,931
Change-72,931 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 71,754
Change-71,754 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 71,674
Change-71,674 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 70,218
Change-70,218 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 70,041
Change-70,041 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 69,675
Change-69,675 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 69,480
Change-69,480 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 69,405
Change-69,405 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 68,202
Change-68,202 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 67,139
Change-67,139 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 66,592
Change-66,592 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 65,650
Change-65,650 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 65,552
Change-65,552 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 65,374
Change-65,374 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 65,223
Change-65,223 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 63,504
Change-63,504 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 62,285
Change-62,285 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 61,035
Change-61,035 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 60,752
Change-60,752 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 60,627
Change-60,627 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 59,864
Change-59,864 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 58,992
Change-58,992 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 58,833
Change-58,833 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 58,525
Change-58,525 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 58,290
Change-58,290 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 57,953
Change-57,953 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 57,231
Change-57,231 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 56,363
Change-56,363 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 56,096
Change-56,096 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 55,168
Change-55,168 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 54,802
Change-54,802 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 52,500
Change-52,500 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 50,888
Change-50,888 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 50,625
Change-50,625 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 47,540
Change-47,540 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 47,281
Change-47,281 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 46,625
Change-46,625 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 46,437
Change-46,437 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 46,375
Change-46,375 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 44,935
Change-44,935 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 44,307
Change-44,307 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 44,168
Change-44,168 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 44,126
Change-44,126 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 43,211
Change-43,211 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 42,793
Change-42,793 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 42,732
Change-42,732 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 42,714
Change-42,714 (-100%)
Value—
Commerce Bank
N/A
Shares— from 42,642
Change-42,642 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 41,786
Change-41,786 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 41,734
Change-41,734 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 41,728
Change-41,728 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 41,527
Change-41,527 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 41,290
Change-41,290 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 41,029
Change-41,029 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 40,661
Change-40,661 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 39,311
Change-39,311 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 39,222
Change-39,222 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 38,935
Change-38,935 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 38,892
Change-38,892 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 37,460
Change-37,460 (-100%)
Value—
Collier Financial
N/A
Shares— from 37,368
Change-37,368 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 35,788
Change-35,788 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 35,546
Change-35,546 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 35,265
Change-35,265 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 34,820
Change-34,820 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 34,796
Change-34,796 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 34,169
Change-34,169 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 34,139
Change-34,139 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 33,677
Change-33,677 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 32,599
Change-32,599 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 32,211
Change-32,211 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 32,037
Change-32,037 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 31,908
Change-31,908 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 31,864
Change-31,864 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 31,773
Change-31,773 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 31,408
Change-31,408 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 31,310
Change-31,310 (-100%)
Value—
Nwam LLC
N/A
Shares— from 30,637
Change-30,637 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 30,255
Change-30,255 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 30,052
Change-30,052 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 29,950
Change-29,950 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 29,558
Change-29,558 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 29,306
Change-29,306 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 29,226
Change-29,226 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 29,102
Change-29,102 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 28,304
Change-28,304 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 27,093
Change-27,093 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 26,847
Change-26,847 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 26,580
Change-26,580 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 25,331
Change-25,331 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 24,836
Change-24,836 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,732
Change-24,732 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 24,511
Change-24,511 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 24,147
Change-24,147 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 23,160
Change-23,160 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 23,131
Change-23,131 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 22,090
Change-22,090 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 21,885
Change-21,885 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 21,138
Change-21,138 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 20,611
Change-20,611 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 19,939
Change-19,939 (-100%)
Value—
Stephens Inc
N/A
Shares— from 19,284
Change-19,284 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 18,922
Change-18,922 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 18,787
Change-18,787 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 18,164
Change-18,164 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 17,922
Change-17,922 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 17,804
Change-17,804 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 17,668
Change-17,668 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 17,581
Change-17,581 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 17,574
Change-17,574 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 17,478
Change-17,478 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 17,046
Change-17,046 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 17,027
Change-17,027 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 16,956
Change-16,956 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 16,844
Change-16,844 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 16,755
Change-16,755 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 16,495
Change-16,495 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 16,420
Change-16,420 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 16,342
Change-16,342 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 15,905
Change-15,905 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 15,869
Change-15,869 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 15,827
Change-15,827 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 15,720
Change-15,720 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 15,619
Change-15,619 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 15,565
Change-15,565 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 15,474
Change-15,474 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,446
Change-15,446 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 15,443
Change-15,443 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 15,421
Change-15,421 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 15,371
Change-15,371 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 15,253
Change-15,253 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,635
Change-14,635 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 14,542
Change-14,542 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 14,287
Change-14,287 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 14,196
Change-14,196 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 14,050
Change-14,050 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 13,794
Change-13,794 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,702
Change-13,702 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 13,636
Change-13,636 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 13,525
Change-13,525 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 13,322
Change-13,322 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 13,226
Change-13,226 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 13,203
Change-13,203 (-100%)
Value—
EWA, LLC
N/A
Shares— from 13,193
Change-13,193 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 12,970
Change-12,970 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 12,928
Change-12,928 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 12,922
Change-12,922 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 12,847
Change-12,847 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 12,291
Change-12,291 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 12,289
Change-12,289 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 12,231
Change-12,231 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 12,176
Change-12,176 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 12,102
Change-12,102 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12,090
Change-12,090 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,084
Change-12,084 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 12,026
Change-12,026 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 11,957
Change-11,957 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 11,698
Change-11,698 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 11,599
Change-11,599 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 11,513
Change-11,513 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 11,451
Change-11,451 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 11,421
Change-11,421 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 11,418
Change-11,418 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,203
Change-11,203 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 11,074
Change-11,074 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 10,996
Change-10,996 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,945
Change-10,945 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 10,797
Change-10,797 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 10,696
Change-10,696 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 10,676
Change-10,676 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 10,538
Change-10,538 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 10,416
Change-10,416 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 10,406
Change-10,406 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 10,286
Change-10,286 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 10,037
Change-10,037 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 9,896
Change-9,896 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,869
Change-9,869 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 9,806
Change-9,806 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 9,669
Change-9,669 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 9,482
Change-9,482 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,242
Change-9,242 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,225
Change-9,225 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 9,209
Change-9,209 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 9,158
Change-9,158 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 9,061
Change-9,061 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 8,917
Change-8,917 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,678
Change-8,678 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 8,627
Change-8,627 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 8,474
Change-8,474 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 8,312
Change-8,312 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 8,260
Change-8,260 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,194
Change-8,194 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,162
Change-8,162 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,145
Change-8,145 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,691
Change-7,691 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,347
Change-7,347 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 7,340
Change-7,340 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 7,236
Change-7,236 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 7,193
Change-7,193 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,086
Change-7,086 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 7,058
Change-7,058 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,928
Change-6,928 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 6,734
Change-6,734 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,732
Change-6,732 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 6,686
Change-6,686 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 6,440
Change-6,440 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,389
Change-6,389 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 6,332
Change-6,332 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 6,330
Change-6,330 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 6,138
Change-6,138 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 6,074
Change-6,074 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,938
Change-5,938 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 5,523
Change-5,523 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 5,501
Change-5,501 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 5,459
Change-5,459 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,107
Change-5,107 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,859
Change-4,859 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 4,717
Change-4,717 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
EQ LLC
N/A
Shares— from 4,267
Change-4,267 (-100%)
Value—
Legacy Trust
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
United Bank
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 3,879
Change-3,879 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,598
Change-3,598 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
FCA Corp
N/A
Shares— from 3,272
Change-3,272 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Ketron Financial
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
S&T Bank
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 895
Change-895 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 874
Change-874 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 835
Change-835 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 637
Change-637 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 592
Change-592 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 582
Change-582 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 529
Change-529 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 516
Change-516 (-100%)
Value—
CNB Bank
N/A
Shares— from 471
Change-471 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Centennial Bank
N/A
Shares— from 258
Change-258 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 225
Change-225 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 213
Change-213 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 163
Change-163 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 158
Change-158 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 139
Change-139 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 106
Change-106 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 87
Change-87 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 44
Change-44 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 41
Change-41 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Motco
N/A
Shares— from 38
Change-38 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 21
Change-21 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 5
Change-5 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED4,976,0024,702,673+273,329+6%$458.5M$496.4M+$37.9M2026-10-13
Catalyst Capital Advisors LLC
INCREASED4,699,4154,455,291+244,124+5%$429.8M$457.9M+$28.2M2026-11-02
Commonwealth Equity Services, LLC
DECREASED1,759,1571,816,713-57,556-3%$175.2M$171.4M-$3.8M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED1,094,5241,093,909+615+0%$105.5M$106.7K-$105.4M2026-11-02
Assetmark, Inc
DECREASED1,071,0751,346,488-275,413-20%$129.9M$104.4M-$25.5M2026-10-21
Apollon Wealth Management, LLC
INCREASED989,31553,348+935,967+1754%$5.1M$96.4M+$91.3M2026-10-23
Brookstone Capital Management
DECREASED801,426818,996-17,570-2%$79.0M$78.1M-$909.4K2026-10-22
US Bancorp \de\
DECREASED635,347673,975-38,628-6%$65.0M$61.9M-$3.1M2026-11-05
Facet Wealth, Inc.
DECREASED463,787467,953-4,166-1%$45.1M$45.2M+$52.7K2026-11-04
High Probability Advisors, LLC
INCREASED436,792417,169+19,623+5%$40.2M$42.6M+$2.3M2026-10-19
Truist Financial Corp
INCREASED386,099375,016+11,083+3%$36.2M$37.6M+$1.4M2026-10-30
Symmetry Partners, LLC
INCREASED369,826357,531+12,295+3%$34.5M$36.0M+$1.5M2026-10-27
Klingman & Associates, LLC
DECREASED346,991354,842-7,851-2%$34.2M$33.8M-$417.3K2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED337,174352,667-15,493-4%$34.0M$32.9M-$1.2M2026-10-16
Lineweaver Wealth Advisors, LLC
INCREASED334,770330,997+3,773+1%$31.9M$32.6M+$692.0K2026-10-13
Kestra Advisory Services, LLC
INCREASED328,386306,368+22,018+7%$29.6M$32.0M+$2.4M2026-11-02
Creative Planning
DECREASED327,781329,372-1,5910%$31.8M$31.9M+$167.8K2026-11-02
Lido Advisors, LLC
INCREASED298,423251,132+47,291+19%$24.2M$29.1M+$4.9M2026-11-04
Keybank National Association
INCREASED286,556285,277+1,279+0%$27.5M$27.9M+$404.2K2026-11-04
One Way Holdings LLC
DECREASED279,074289,589-10,515-4%$27.9M$27.2M-$740.7K2026-10-29
Bank of New York Mellon Corp
DECREASED259,301300,365-41,064-14%$29.0M$25.3M-$3.7M2026-11-05
Anderson Hoagland & Co
INCREASED252,449213,114+39,335+18%$20.6M$26.1M+$5.6M2026-10-23
Cassia Capital Partners, LLC
INCREASED240,919237,046+3,873+2%$22.9M$23.5M+$621.0K2026-11-04
Cornerstone Wealth Management, LLC
DECREASED233,547253,692-20,145-8%$24.5M$22.8M-$1.7M2026-11-04
Well Done, LLC
DECREASED227,734230,337-2,603-1%$22.2M$22.2M-$27.9K2026-10-20
Citizens Financial Group Inc
DECREASED216,033228,133-12,100-5%$22.0M$21.1M-$955.5K2026-10-23
Capital Advisors, Ltd. LLC
DECREASED214,484224,182-9,698-4%$21.6K$20.9K-$7262026-10-27
Sagespring Wealth Partners, LLC
DECREASED212,969224,652-11,683-5%$21.7M$20.8M-$918.2K2026-10-22
Journey Advisory Group, LLC
DECREASED210,192219,463-9,271-4%$21.2M$20.5M-$688.2K2026-11-04
Citigroup Inc
INCREASED207,767174,126+33,641+19%$16.8M$20.2M+$3.4M2026-11-04
Barrett & Company, Inc.
INCREASED193,901191,781+2,120+1%$18.5M$18.9M+$394.5K2026-10-22
Park Avenue Securities LLC
DECREASED193,664256,280-62,616-24%$24.7M$18.9K-$24.7M2026-10-26
Choreo, LLC
DECREASED192,598198,781-6,183-3%$19.2M$18.8M-$407.7K2026-10-28
Darrow Company, Inc.
INCREASED184,583180,315+4,268+2%$17.4M$18.0M+$592.7K2026-10-22
Walled Lake Planning & Wealth Management, LLC
INCREASED178,089174,990+3,099+2%$16.9M$17.4M+$473.4K2026-10-29
Asset Advisors Investment Management, LLC
INCREASED174,065171,637+2,428+1%$16.6M$17.0M+$404.8K2026-10-19
Aspen Private Advisors, LLC
DECREASED172,916176,422-3,506-2%$17.0M$16.8M-$168.7K2026-10-27
Leelyn Smith, LLC
INCREASED168,833165,959+2,874+2%$16.0M$16.5M+$442.7K2026-11-03
Armbruster Capital Management, Inc.
DECREASED161,818165,518-3,700-2%$16.0M$15.8M-$198.3K2026-10-19
Trinity Wealth Management, LLC
INCREASED155,276154,469+807+1%$14.9M$15.1M+$230.0K2026-10-13
Kwmg, LLC
INCREASED153,852144,434+9,418+7%$13.9M$15.0M+$1.1M2026-10-07
Beacon Bank & Trust
DECREASED153,487153,496-90%$14.8M$15.0M+$149.5K2026-10-27
Founders Financial Securities LLC
DECREASED152,509152,510-10%$14.7M$14.9M+$149.4K2026-10-28
Sowell Financial Services LLC
INCREASED150,97198,759+52,212+53%$9.5M$14.7M+$5.2M2026-10-23
Koenig Investment Advisory, LLC
DECREASED148,040150,113-2,073-1%$14.5M$14.4M-$54.9K2026-10-09
Syntegra Private Wealth Group, LLC
DECREASED147,233149,415-2,182-1%$14.4M$14.3M-$66.2K2026-10-13
Carrera Capital Advisors
INCREASED146,708146,448+260+0%$14.1M$14.3M+$168.8K2026-11-03
Clear Wave Wealth Management LLC
DECREASED144,290146,448-2,158-1%$14.1M$14.1M-$66.8K2026-11-04
Ironwood Wealth Management, Inc.
INCREASED141,996141,399+597+0%$13.8M$14.2M+$401.9K2026-10-14
Verus Capital Partners, LLC
INCREASED139,731138,170+1,561+1%$13.3M$13.6M+$287.5K2026-11-03
Fifth Third Bancorp
DECREASED134,283153,316-19,033-12%$14.8M$13.1M-$1.7M2026-11-05
Rakuten Investment Management, Inc.
INCREASED133,284112,879+20,405+18%$10.9M$13.0M+$2.2M2026-10-30
Beacon Advisors Holdings, LLC
INCREASED133,017129,580+3,437+3%$12.5M$13.0M+$461.8K2026-10-27
Wealth Management Resources, Inc.
INCREASED133,013129,736+3,277+3%$12.5M$13.0M+$446.4K2026-10-21
White Pine Investment Co
INCREASED130,257129,782+475+0%$12.5M$12.7K-$12.5M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED127,534122,383+5,151+4%$11.8M$12.4M+$621.9K2026-10-16
D.A. Davidson & Co.
DECREASED126,229145,583-19,354-13%$14.0M$12.3M-$1.7M2026-10-28
Jmac Enterprises LLC
INCREASED124,507123,482+1,025+1%$11.9M$12.1M+$220.9K2026-10-30
Pacific Center for Financial Services
DECREASED123,489228,692-105,203-46%$22.1M$12.0M-$10.0M2026-10-15
Syntax Research, Inc.
INCREASED119,074113,288+5,786+5%$10.9M$11.6M+$674.7K2026-11-04
Courier Capital LLC
INCREASED117,998107,268+10,730+10%$10.3M$11.5M+$1.2M2026-10-19
MV Capital Management, Inc.
DECREASED114,790135,164-20,374-15%$13.0M$11.2M-$1.9M2026-10-29
Gerber Kawasaki Wealth & Investment Management
DECREASED110,126112,746-2,620-2%$10.9M$10.7M-$144.8K2026-10-29
MGO One Seven LLC
DECREASED109,970118,607-8,637-7%$11.4M$10.7M-$725.3K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED109,155104,834+4,321+4%$10.1M$10.6M+$523.8K2026-11-05
Capital Planning LLC
DECREASED107,659108,209-550-1%$10.4M$10.5M+$52.5K2026-10-09
Garrett Wealth Advisory Group, LLC
DECREASED105,322107,404-2,082-2%$10.4M$10.3M-$97.6K2026-10-22
Flagship Private Wealth, LLC
DECREASED103,778103,914-1360%$10.0M$10.1M+$88.6K2026-11-05
Kelly Financial Group LLC
DECREASED97,67498,110-4360%$9.5M$9.5M+$53.6K2026-10-16
Parallel Advisors, LLC
INCREASED97,62571,668+25,957+36%$6.9M$9.5M+$2.6M2026-11-03
Brickley Wealth Management
DECREASED97,35099,796-2,446-2%$9.6M$9.5M-$140.5K2026-11-04
Apella Capital, LLC
DECREASED97,265103,342-6,077-6%$10.2M$9.7M-$486.8K2026-10-08
Winthrop Capital Management, LLC
DECREASED97,21097,379-1690%$9.4M$9.5M+$79.1K2026-11-05
Diversify Advisory Services, LLC
DECREASED96,833115,466-18,633-16%$11.3M$9.8M-$1.4M2026-10-20
Diversify Wealth Management, LLC
DECREASED96,833115,466-18,633-16%$11.3M$9.8M-$1.4M2026-10-20
Moneco Advisors, LLC
DECREASED96,730100,105-3,375-3%$9.7M$9.4M-$230.8K2026-11-05
New England Private Wealth Advisors LLC
INCREASED95,47995,292+187+0%$9.2M$9.3M+$64.9K2026-10-19
Financial Enhancement Group LLC
INCREASED92,84092,415+425+0%$8.9M$9.2M+$322.3K2026-10-08
Calamos Wealth Management LLC
UNCHANGED92,50892,50800%$8.9M$9.0M+$90.7K2026-11-02
Evergreen Capital Management LLC
DECREASED87,468110,492-23,024-21%$10.7M$8.5M-$2.1M2026-10-23
Able Wealth Management LLC
INCREASED84,19081,811+2,379+3%$7.9M$8.3M+$441.6K2026-10-13
L. Roy Papp & Associates, LLP
INCREASED82,90177,300+5,601+7%$7.5M$8.1M+$621.6K2026-10-21
Vise Technologies, Inc.
INCREASED82,85373,191+9,662+13%$7.1M$8.1M+$1.0M2026-10-29
Mascoma Wealth Management LLC
INCREASED82,45179,350+3,101+4%$7.7M$8.0M+$380.0K2026-10-23
BridgePort Financial Solutions, LLC
DECREASED81,81982,314-495-1%$7.9M$8.0M+$32.4K2026-11-02
Legacy Advisory Services, LLC
DECREASED79,587122,116-42,529-35%$11.8M$7.8M-$4.0M2026-10-20
Prospera Financial Services Inc
INCREASED79,08472,795+6,289+9%$7.0M$8.1M+$1.1M2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED77,37278,300-928-1%$7.6M$7.5M-$13.6K2026-10-23
Mather Group, Llc.
INCREASED77,20475,582+1,622+2%$7.3M$7.5M+$232.0K2026-10-14
Csenge Advisory Group
INCREASED75,46171,877+3,584+5%$6.9M$7.4M+$419.7K2026-11-04
Sigma Planning Corp
DECREASED75,07378,604-3,531-4%$7.6M$7.3M-$270.9K2026-10-23
Flagship Harbor Advisors, LLC
DECREASED73,11074,283-1,173-2%$7.2M$7.1M-$41.5K2026-10-26
iA Global Asset Management Inc.
UNCHANGED72,01572,01500%$6.9M$7.0K-$6.9M2026-10-29
Birchbrook, Inc.
DECREASED69,76970,524-755-1%$6.8M$6.8M-$4.5K2026-10-14
Shore Point Advisors, LLC
DECREASED69,39770,368-971-1%$6.8M$6.8M-$25.7K2026-10-14
Thrivent Financial for Lutherans
DECREASED68,15871,028-2,870-4%$6.9M$6.7M-$200.0K2026-11-05
Aspiriant, LLC
DECREASED68,15779,030-10,873-14%$7.6M$6.6M-$982.0K2026-10-16
Redwood Park Advisors LLC
INCREASED67,10466,390+714+1%$6.4M$6.5M+$134.6K2026-11-02
Keeler & Nadler Financial Planning & Wealth Management
DECREASED67,05371,589-4,536-6%$6.9M$6.5M-$371.8K2026-10-28
Perigon Wealth Management, LLC
INCREASED64,32957,093+7,236+13%$5.5M$6.3M+$761.1K2026-10-22
Independence Bank of Kentucky
DECREASED63,60263,882-2800%$6.2M$6.2M+$35.3K2026-10-26
Camden National Bank
INCREASED61,16958,985+2,184+4%$5.7M$6.0M+$270.6K2026-11-02
Guerra PAN Advisors, LLC
DECREASED61,06961,853-784-1%$6.0M$6.2M+$218.1K2026-10-26
Independent Financial Group, LLC
DECREASED60,29063,293-3,003-5%$6.1M$5.9M-$230.6K2026-10-13
AlphaCore Capital LLC
INCREASED58,19857,885+313+1%$5.6M$5.7M+$87.3K2026-11-04
Atria Investments, Inc
DECREASED56,86659,534-2,668-4%$5.7M$5.5M-$201.7K2026-10-15
1900 Wealth Management LLC
DECREASED56,33257,012-680-1%$5.5M$5.5M-$10.3K2026-10-13
Aureum Wealth Management, LLC
INCREASED55,09750,047+5,050+10%$4.8M$5.4M+$541.1K2026-10-15
CFM Wealth Partners LLC
DECREASED55,00456,808-1,804-3%$5.5M$5.4M-$120.1K2026-11-05
High Net Worth Advisory Group LLC
DECREASED54,51555,252-737-1%$5.3M$5.3M-$17.8K2026-10-26
Sound Portfolio Advisors, LLC
DECREASED54,11958,581-4,462-8%$5.7M$5.3M-$377.4K2026-11-05
Investment Partners, Ltd.
INCREASED53,25831,191+22,067+71%$3.0M$5.2M+$2.2M2026-10-29
WealthBridge Capital Management, LLC
DECREASED53,04654,152-1,106-2%$5.2M$5.2M-$54.8K2026-10-16
Compass Financial Group, Inc. (Ohio)
DECREASED53,04560,182-7,137-12%$5.8M$5.2M-$636.4K2026-10-19
Spectrum Asset Management, Inc. (NB )
INCREASED52,78752,587+200+0%$5.1M$5.1M+$71.0K2026-10-19
Invariant Investment Management
INCREASED52,58551,863+722+1%$5.1M$5.2M+$87.5K2026-10-08
Apollon Financial, LLC
DECREASED52,27054,022-1,752-3%$5.2M$5.1M-$117.7K2026-10-23
Bokf, NA
UNCHANGED51,91451,91400%$5.0M$5.1M+$50.9K2026-10-27
Mann Financial Group, Inc.
DECREASED51,26661,723-10,457-17%$6.0M$5.0M-$958.4K2026-10-15
RHS Financial, LLC
INCREASED51,13149,931+1,200+2%$4.8M$5.0M+$165.9K2026-10-13
Cornerstone Planning, LLC
INCREASED50,86150,464+397+1%$4.9M$4.9M+$53.0K2026-10-27
Caliber Wealth Management, LLC / KS
DECREASED49,65050,834-1,184-2%$4.9M$4.8M-$65.6K2026-11-04
Tompkins Financial Corp
DECREASED48,41449,843-1,429-3%$4.8M$4.7M-$90.4K2026-10-05
Mullooly Asset Management, Inc.
INCREASED47,50540,918+6,587+16%$3.9M$4.6M+$681.9K2026-10-30
Cordatus Wealth Management LLC
DECREASED47,09148,112-1,021-2%$4.6M$4.6M-$52.3K2026-10-19
Montecito Bank & Trust
DECREASED45,26945,369-1000%$4.4M$4.4M+$34.7K2026-10-01
Wealth Enhancement Trust Services, Inc.
INCREASED44,93734,377+10,560+31%$3.3M$4.4M+$1.1M2026-10-07
Focus Financial Network, Inc.
INCREASED43,69042,476+1,214+3%$4.1M$4.3M+$159.9K2026-10-14
Milestone Investment Advisors LLC
DECREASED43,56546,446-2,881-6%$4.5M$4.2M-$235.2K2026-11-05
Crestwood Advisors Group, LLC
DECREASED41,69942,051-352-1%$4.1M$4.1M+$7.5K2026-10-27
IFP Advisors, Inc
DECREASED41,65857,284-15,626-27%$5.5M$4.1M-$1.5M2026-10-16
Fragasso Financial Advisors Inc
DECREASED40,96244,185-3,223-7%$4.3M$4.1M-$144.2K2026-10-13
TD Waterhouse Canada Inc.
INCREASED40,46835,218+5,250+15%$3.4M$4.0M+$570.7K2026-10-16
First Financial Bank - Trust Division
INCREASED40,1158,836+31,279+354%$852.3K$3.9M+$3.1M2026-10-01
Woodside Wealth Management LLC
DECREASED39,79540,734-939-2%$3.9M$3.9M-$51.6K2026-10-16
Daiwa Securities Group Inc.
INCREASED39,76038,890+870+2%$3.8M$3.9M+$122.9K2026-10-29
McNaughton Wealth Management, LLC
DECREASED39,56540,843-1,278-3%$3.9M$3.9M-$84.4K2026-10-09
First Heartland Consultants, Inc.
INCREASED39,19638,426+770+2%$3.7M$3.8M+$112.7K2026-10-08
HB Wealth Management, LLC
INCREASED38,98727,892+11,095+40%$2.7M$3.8M+$1.1M2026-10-23
Delta Wealth Advisors LLC
DECREASED38,44138,573-1320%$3.7M$3.7M+$24.9K2026-10-09
Arkansas Financial Group, Inc.
DECREASED38,25340,459-2,206-5%$3.9M$3.7M-$175.3K2026-10-26
Weaver Consulting Group
INCREASED38,11138,028+83+0%$3.7M$3.7M+$45.4K2026-10-07
Trilogy Capital Inc.
DECREASED37,88742,197-4,310-10%$4.1M$3.7M-$378.6K2026-10-20
Strategic Point Investment Advisors, LLC
DECREASED37,54039,618-2,078-5%$3.8M$3.7M-$163.6K2026-10-29
Acorn Wealth Advisors, LLC
DECREASED37,40737,670-263-1%$3.6M$3.6M+$11.3K2026-10-19
CGN Advisors LLC
INCREASED37,21037,120+90+0%$3.6M$3.6M+$45.1K2026-10-21
Defined Wealth Management, LLC
INCREASED36,00935,897+112+0%$3.5M$3.5M+$46.0K2026-10-19
Cora Capital Advisors LLC
DECREASED35,59335,616-230%$3.4M$3.5M+$32.7K2026-11-02
Curtis Advisory Group, LLC
INCREASED35,47434,772+702+2%$3.4M$3.5M+$102.5K2026-10-28
Cardinal Strategic Wealth Guidance
DECREASED35,32535,834-509-1%$3.5M$3.4M-$14.5K2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED35,27936,091-812-2%$3.5M$3.4M-$43.7K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED35,23638,256-3,020-8%$3.7M$3.4M-$256.8K2026-10-20
Bernardo Wealth Planning LLC
INCREASED34,88019,216+15,664+82%$1.9M$3.4M+$1.5M2026-10-23
Kennedy Investment Group, Inc.
DECREASED34,85644,137-9,281-21%$4.3M$3.4M-$861.1K2026-10-21
ADE, LLC
DECREASED34,64134,868-227-1%$3.4M$3.4M+$12.1K2026-10-29
Milestone Asset Management Group, LLC
DECREASED34,52835,282-754-2%$3.4M$3.4M-$38.9K2026-10-20
Farther Finance Advisors, LLC
DECREASED34,44738,536-4,089-11%$3.7M$3.4M-$360.7K2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED34,42737,338-2,911-8%$3.6M$3.4M-$247.0K2026-11-03
Brandywine OAK Private Wealth LLC
DECREASED34,25834,474-216-1%$3.3M$3.3M+$12.7K2026-10-23
Global Assets Advisory, LLC
INCREASED34,18220,379+13,803+68%$2.0M$3.4M+$1.4M2026-10-28
Alpine Bank Wealth Management
DECREASED33,34133,958-617-2%$3.3M$3.2M-$26.8K2026-10-16
Foster Group, Inc.
DECREASED33,31634,007-691-2%$3.3M$3.2M-$34.0K2026-10-13
Reality Financial Planning Services, LLC
DECREASED33,21434,214-1,000-3%$3.3M$3.2M-$63.9K2026-11-03
Strategic Blueprint, LLC
DECREASED33,09635,725-2,629-7%$3.4M$3.2M-$221.2K2026-10-22
Brown Wealth Management, LLC
DECREASED32,86134,327-1,466-4%$3.3M$3.2M-$109.2K2026-10-20
Sugar Maple Asset Management, LLC
INCREASED32,61132,549+62+0%$3.1M$3.2M+$38.0K2026-10-13
CX Institutional
DECREASED32,57732,841-264-1%$3.2K$3.2K+$62026-10-02
Diversified Enterprises, LLC
DECREASED32,29433,154-860-3%$3.2M$3.1M-$51.2K2026-10-19
Guardian Asset Advisors, LLC
DECREASED32,20045,280-13,080-29%$4.4M$3.1M-$1.2M2026-10-16
Capital Investment Advisory Services, LLC
INCREASED31,95630,624+1,332+4%$3.0M$3.1M+$160.2K2026-10-30
Syverson Strege & Co
DECREASED30,66631,775-1,109-3%$3.1M$3.0M-$76.9K2026-11-02
Enzi Wealth
DECREASED30,43231,160-728-2%$3.0M$3.1M+$44.2K2026-10-14
Legacy Private Trust Co.
DECREASED30,25930,776-517-2%$3.0M$2.9M-$20.2K2026-10-06
Sherman Wealth Management LLC
INCREASED30,14128,618+1,523+5%$2.8M$2.9M+$176.5K2026-10-16
SAX Wealth Advisors, LLC
DECREASED30,01230,362-350-1%$2.8M$2.9M+$108.7K2026-10-13
River's Edge Wealth Management, LLC
INCREASED29,83828,645+1,193+4%$2.8M$3.0M+$269.0K2026-10-19
GGM Financial LLC
INCREASED29,78529,705+80+0%$2.9M$2.9M+$36.9K2026-11-05
Marino, Stram & Associates LLC
DECREASED29,63630,140-504-2%$2.9M$2.9M-$19.6K2026-10-22
M Holdings Securities, Inc.
DECREASED29,48733,573-4,086-12%$3.2M$3.0K-$3.2M2026-11-03
ETF Store, Inc.
DECREASED29,25929,727-468-2%$2.9M$2.9M-$16.4K2026-10-19
Berman McAleer LLC
UNCHANGED28,96728,96700%$2.8M$2.8M+$28.4K2026-10-16
Patriot Investment Management Group, Inc.
INCREASED28,89228,719+173+1%$2.8M$2.8M+$45.0K2026-10-15
Aries Wealth Management
UNCHANGED28,88028,88000%$2.8M$2.8M+$28.3K2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED28,29332,856-4,563-14%$3.2M$2.8M-$412.4K2026-10-16
Oak Barrel Wealth Advisory LLC
INCREASED27,93527,874+61+0%$2.7M$2.7M+$33.2K2026-11-05
Perryman Financial Advisory Inc
DECREASED27,86230,277-2,415-8%$2.9M$2.7M-$205.7K2026-10-16
Ascentis Independent Advisors
NEW27,774—+27,774——$2.7M—2026-11-03
Visionary Wealth Advisors
DECREASED27,76428,620-856-3%$2.8M$2.7M-$55.3K2026-11-04
XY Planning Network, Inc.
INCREASED26,60419,935+6,669+33%$1.9M$2.6M+$669.4K2026-10-14
Hibernia Wealth Partners, LLC
DECREASED26,27426,758-484-2%$2.6M$2.6M-$20.9K2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED25,82125,82100%$2.5M$2.5M+$25.3K2026-11-02
Hudson Oak Wealth Advisory LLC
INCREASED25,71425,623+91+0%$2.5M$2.5M+$34.0K2026-10-16
Pension & Wealth Management Advisors, Inc.
DECREASED25,52325,842-319-1%$2.5M$2.5M-$5.8K2026-10-16
Ascent Group, LLC
DECREASED25,51153,081-27,570-52%$5.1M$2.5M-$2.6M2026-10-30
Midwest Trust Co
DECREASED25,29934,214-8,915-26%$3.3M$2.5M-$835.1K2026-10-22
Burton Enright Welch
NEW25,274—+25,274——$2.5M—2026-11-04
Accredited Investor Services, LLC
INCREASED25,18123,674+1,507+6%$2.3M$2.5M+$170.0K2026-10-22
Wealth Management Partners, LLC
DECREASED24,55825,293-735-3%$2.4M$2.4M-$46.8K2026-10-21
TPG Advisors LLC
INCREASED24,29422,722+1,572+7%$2.2M$2.4M+$175.4K2026-10-16
Mechanics Bank Trust Department
DECREASED24,17824,984-806-3%$2.4M$2.4M-$54.1K2026-10-13
Sweeney & Michel, LLC
INCREASED23,94923,609+340+1%$2.4M$2.3M-$41.9K2026-10-16
Signaturefd, LLC
INCREASED23,94123,557+384+2%$2.3M$2.3M+$60.5K2026-10-23
Strategic Family Wealth Counselors, L.L.C.
INCREASED23,60123,557+44+0%$2.3M$2.3M+$27.4K2026-10-29
Hicks Capital Management LLC
UNCHANGED23,58823,58800%$2.3M$2.3M$02026-10-20
BCM Advisors, LLC
DECREASED23,53328,840-5,307-18%$2.8M$2.4M-$373.8K2026-11-03
Verdence Capital Advisors LLC
INCREASED22,27218,515+3,757+20%$1.8M$2.2M+$384.2K2026-10-26
Wealthcare Advisory Partners LLC
DECREASED22,10923,197-1,088-5%$2.2M$2.2M-$83.2K2026-10-21
ACT Advisors, Llc.
DECREASED22,00622,088-820%$2.1M$2.1M+$13.6K2026-10-15
Friedenthal Financial
INCREASED21,73021,703+27+0%$2.1M$2.1M+$23.9K2026-10-27
CoreCap Advisors, LLC
DECREASED21,69322,151-458-2%$2.1M$2.1M-$22.8K2026-10-08
Almanack Investment Partners, Llc.
DECREASED21,22221,614-392-2%$2.1M$2.1M-$17.0K2026-11-03
Strategy Asset Managers LLC
INCREASED20,85320,381+472+2%$2.0M$2.0M+$65.9K2026-10-14
Bell Investment Advisors, Inc
DECREASED20,76921,245-476-2%$2.0M$2.0M-$25.5K2026-10-29
Summit Investment Advisory Services, LLC
INCREASED20,39120,373+18+0%$2.0M$2.0M+$21.7K2026-11-03
Portfolio Design Labs, LLC
DECREASED20,32856,236-35,908-64%$5.4M$2.0M-$3.4M2026-11-04
Lodestar Private Asset Management LLC
DECREASED20,11121,960-1,849-8%$2.1M$2.0M-$158.6K2026-10-26
Simplicity Wealth,LLC
INCREASED19,67017,697+1,973+11%$1.7M$1.9M+$209.6K2026-10-23
Shepherd Financial Partners LLC
DECREASED19,63119,730-990%$1.9M$1.9M+$9.7K2026-11-03
Welch & Forbes LLC
INCREASED19,53519,116+419+2%$1.8M$1.9M+$59.6K2026-11-04
Stackstone Wealth, LLC
NEW19,478—+19,478——$1.9M—2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED19,15119,133+18+0%$1.8M$1.9M+$20.5K2026-10-16
Santori & Peters, Inc.
DECREASED19,01224,517-5,505-22%$2.4M$1.9M-$512.3K2026-10-26
Golden State Wealth Management, LLC
DECREASED18,91419,477-563-3%$1.9M$1.8M-$35.8K2026-11-02
Integrity Alliance, Llc.
INCREASED18,61217,876+736+4%$1.7M$1.8M+$89.2K2026-10-29
Black Diamond Financial, LLC
DECREASED18,44118,447-60%$1.8M$1.8M+$17.5K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED18,35718,389-320%$1.8M$1.8M+$19.3K2026-11-05
Spire Wealth Management
DECREASED18,32918,647-318-2%$1.8M$1.8M-$12.7K2026-10-30
180 Wealth Advisors, LLC
DECREASED18,26219,828-1,566-8%$1.9M$1.8M-$133.1K2026-11-03
Kathmere Capital Management, LLC
INCREASED18,16218,085+77+0%$1.7M$1.8M+$25.2K2026-10-20
Baring Financial LLC
DECREASED17,96718,012-450%$1.7M$1.8M+$13.3K2026-10-07
Centurion Wealth Management LLC
DECREASED17,91118,219-308-2%$1.8M$1.7M-$12.2K2026-10-13
Insight Wealth Strategies, LLC
DECREASED17,81917,885-660%$1.7M$1.7M+$3.4K2026-10-09
Townsend Asset Management Corp
INCREASED17,73317,727+6+0%$1.7M$1.7M+$18.0K2026-10-29
Core Wealth Partners LLC
INCREASED17,62614,223+3,403+24%$1.4M$1.7M+$345.5K2026-11-02
PCA Investment Advisory Services Inc.
DECREASED17,58117,626-450%$1.7M$1.7M+$12.9K2026-10-13
Retirement Planning Group, LLC
DECREASED17,41517,779-364-2%$1.7M$1.7M-$18.1K2026-10-19
GC Wealth Management RIA, LLC
DECREASED17,32918,047-718-4%$1.7M$1.7M-$52.3K2026-11-02
Rossby Financial, LCC
INCREASED17,30113,205+4,096+31%$1.3M$1.7M+$411.9K2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED17,20717,206+1+0%$1.7M$1.7M+$16.9K2026-10-13
Avior Wealth Management, LLC
DECREASED17,15318,117-964-5%$1.7M$1.7M-$76.2K2026-10-13
R2 Capital Strategies, LLC
INCREASED16,92716,884+43+0%$1.6M$1.6M+$20.8K2026-10-15
Braeburn Wealth Management LLC
DECREASED16,76618,868-2,102-11%$1.8M$1.6M-$186.3K2026-10-15
First Citizens Bank & Trust Co
INCREASED16,72213,454+3,268+24%$1.3M$1.6M+$331.6K2026-10-14
Creekside Partners
INCREASED16,69416,683+11+0%$1.6M$1.6M+$17.4K2026-11-04
Private Trust Co NA
INCREASED16,65816,560+98+1%$1.6M$1.6M+$25.8K2026-10-20
QP Wealth Management, LLC
INCREASED16,58813,081+3,507+27%$1.3M$1.6M+$354.5K2026-10-20
Ellis Investment Partners, LLC
DECREASED16,45016,547-97-1%$1.6M$1.6M+$6.8K2026-10-21
Hoese & Co LLP
UNCHANGED16,39316,39300%$1.6M$1.6M+$16.1K2026-10-21
Elevate Wealth Advisory, Inc
DECREASED16,28317,219-936-5%$1.7M$1.6M-$74.3K2026-10-29
Insight Inv LLC
INCREASED16,01715,596+421+3%$1.5M$1.6M+$56.3K2026-10-27
Selby Wealth Management, LLC
DECREASED15,98818,741-2,753-15%$1.8M$1.6M-$249.8K2026-10-16
GFG Capital, LLC
UNCHANGED15,80415,80400%$1.5M$1.5M+$15.5K2026-10-16
Elevation Capital Advisory, LLC
INCREASED15,79113,558+2,233+16%$1.3M$1.5M+$230.9K2026-10-29
Claro Advisors Inc.
DECREASED15,74016,120-380-2%$1.6M$1.5M-$21.3K2026-11-02
Detalus Advisors, LLC
DECREASED15,72620,971-5,245-25%$2.0M$1.5M-$490.6K2026-10-15
Ballew Advisors, Inc
DECREASED15,57915,926-347-2%$1.6M$1.5M-$28.9K2026-10-05
Comprehensive Financial Consultants Institutional, Inc.
INCREASED15,57515,393+182+1%$1.5M$1.5M+$32.8K2026-10-15
NWF Advisory Services Inc.
INCREASED15,39815,394+4+0%$1.5M$1.5M+$15.4K2026-10-19
BXM Wealth LLC
UNCHANGED15,12415,12400%$1.5M$1.5M+$14.8K2026-11-03
Tranquility Partners, LLC
DECREASED15,06315,719-656-4%$1.5M$1.5M-$48.5K2026-10-20
Roof Eidam Maycock Peralta, LLC
DECREASED14,92116,145-1,224-8%$1.6M$1.5M-$103.4K2026-10-15
Nova R Wealth, Inc.
INCREASED14,65814,631+27+0%$1.4M$1.4M+$16.9K2026-10-26
Southland Equity Partners LLC
DECREASED14,65114,701-500%$1.4M$1.4M+$9.5K2026-10-14
Salem Investment Counselors Inc
INCREASED14,53814,518+20+0%$1.4M$1.4M+$16.2K2026-10-13
Mcdonald Partners LLC
UNCHANGED14,50014,50000%$1.4M$1.4M+$14.2K2026-11-03
Lanark Financial, Inc.
UNCHANGED14,31814,31800%$1.4M$1.4M+$14.0K2026-10-26
KFG LLC
NEW14,230—+14,230——$1.4M—2026-11-02
Physician Wealth Advisors, Inc.
DECREASED14,12014,279-159-1%$1.4M$1.4M-$1.4K2026-10-20
Wespac Advisors, LLC
INCREASED14,06110,615+3,446+32%$1.0M$1.4M+$346.2K2026-10-26
Kaydan Wealth Management, Inc.
DECREASED13,83814,547-709-5%$1.4M$1.3M-$54.8K2026-10-08
Peddock Capital Advisors, LLC
DECREASED13,75814,874-1,116-7%$1.4M$1.3M-$94.2K2026-10-16
Mission Wealth Management, LP
DECREASED13,67716,879-3,202-19%$1.6M$1.3M-$295.4K2026-10-15
KW Wealth Management LLC
NEW13,659—+13,659——$1.3M—2026-10-28
CFS Investment Advisory Services, LLC
DECREASED13,64013,994-354-3%$1.4M$1.4M-$9.0K2026-10-19
Jacobi Capital Management LLC
DECREASED13,63613,786-150-1%$1.3M$1.3M-$1.1K2026-11-05
ShoreHaven Wealth Partners, LLC
INCREASED13,49513,412+83+1%$1.3M$1.3M+$21.2K2026-10-16
Fiduciary Financial Group, LLC
UNCHANGED13,47013,47000%$1.3M$1.3M+$13.2K2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED13,21912,453+766+6%$1.2M$1.3M+$106.7K2026-10-13
Advus Financial Partners, LLC
INCREASED13,13812,899+239+2%$1.2M$1.3M+$35.9K2026-10-20
Snider Financial Group
INCREASED13,09712,706+391+3%$1.2M$1.3M+$50.5K2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED12,9983,334+9,664+290%$320.6K$1.3M+$945.9K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED12,94451+12,893+25280%$4.9K$1.3M+$1.3M2026-10-30
Soltis Investment Advisors LLC
INCREASED12,91612,585+331+3%$1.2M$1.3M+$44.6K2026-10-28
Karras Company, Inc.
DECREASED12,79512,850-550%$1.2M$1.2M+$7.3K2026-10-16
Aspect Partners, LLC
INCREASED12,62910,699+1,930+18%$1.0M$1.2M+$198.5K2026-10-20
Y-Intercept (Hong Kong) Ltd
DECREASED12,51921,528-9,009-42%$2.1M$1.2M-$856.7K2026-10-16
Wetzel Investment Advisors, Inc.
DECREASED12,42112,811-390-3%$1.2M$1.2M-$25.4K2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED12,35412,656-302-2%$1.2M$1.2M-$17.0K2026-10-15
WT Wealth Management
UNCHANGED12,34612,34600%$1.2M$1.2M+$12.1K2026-10-13
Ergawealth Advisors, Inc.
INCREASED12,30612,277+29+0%$1.2M$1.2M+$14.9K2026-10-21
International Assets Investment Management, LLC
DECREASED12,25612,843-587-5%$1.2M$1.2M-$42.8K2026-11-02
Sapient Capital LLC
DECREASED12,24213,253-1,011-8%$1.3M$1.2M-$85.5K2026-10-08
Mattern Wealth Management LLC
DECREASED12,05412,372-318-3%$1.2M$1.2M-$18.9K2026-11-04
Capital Asset Advisory Services LLC
DECREASED12,05215,686-3,634-23%$1.5M$1.2M-$265.7K2026-10-30
K2 Financial Inc.
INCREASED12,00211,721+281+2%$1.1M$1.2M+$61.6K2026-10-26
PFG Advisors
INCREASED11,82511,781+44+0%$1.1M$1.2M+$15.8K2026-10-16
Armstrong Advisory Group, Inc
UNCHANGED11,81411,81400%$1.1M$1.2M+$11.6K2026-10-09
Keystone Wealth Services, LLC
DECREASED11,54711,554-70%$1.1M$1.1M+$14.7K2026-11-03
Partners Wealth Management, LLC
NEW11,520—+11,520——$1.1M—2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED11,3336,977+4,356+62%$673.0K$1.1M+$431.3K2026-10-08
Goldstein Advisors, LLC
DECREASED11,28611,809-523-4%$1.1M$1.1M-$39.4K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED11,26212,699-1,437-11%$1.2M$1.1M-$127.6K2026-10-30
Iron Financial LLC
DECREASED11,16311,249-86-1%$1.1M$1.1M+$2.7K2026-10-23
Summit Global Investments
INCREASED11,1544,240+6,914+163%$409.0K$1.1K-$407.9K2026-10-28
Buck Wealth Strategies, LLC
INCREASED11,1187,265+3,853+53%$700.8K$1.1M+$382.5K2026-10-28
Lincoln Capital LLC
DECREASED10,97610,988-120%$1.1M$1.1M+$11.2K2026-10-09
Roman Butler Fullerton & Co
DECREASED10,95611,821-865-7%$1.2M$1.1M-$46.7K2026-10-27
StoneX Group Inc.
INCREASED10,9309,250+1,680+18%$886.2K$1.1M+$199.0K2026-11-03
Trust Point Inc.
UNCHANGED10,77710,77700%$1.0M$1.1M+$10.6K2026-10-27
Compound Planning, Inc.
DECREASED10,71111,081-370-3%$1.1M$1.0M-$25.2K2026-11-05
Signal Advisors Wealth, LLC
INCREASED10,6097,649+2,960+39%$737.8K$1.0M+$295.9K2026-10-13
Brighton Jones LLC
INCREASED10,34210,030+312+3%$967.5K$1.0M+$40.2K2026-11-03
United Advisor Group, LLC
INCREASED10,1699,338+831+9%$900.8K$990.8K+$90.1K2026-11-03
Sage Mountain Advisors LLC
DECREASED10,04110,672-631-6%$1.0M$978.4K-$51.0K2026-11-02
Graves Light Lenhart Wealth, Inc.
UNCHANGED10,01710,01700%$966.2K$976.1K+$9.8K2026-10-09
Three Magnolias Financial Advisors, LLC
INCREASED9,8779,875+2+0%$952.5K$962.4K+$9.9K2026-10-14
Maia Wealth LLC
DECREASED9,87310,951-1,078-10%$1.1M$962.0K-$94.3K2026-10-19
C2c Wealth Management, LLC
UNCHANGED9,8659,86500%$951.6K$961.2K+$9.7K2026-10-20
First Citizens Financial Corp
DECREASED9,8599,904-450%$955.3K$960.7K+$5.3K2026-10-02
Lexington Hill Partners, LLC
DECREASED9,82611,563-1,737-15%$1.1M$957.5K-$157.9K2026-10-13
KOM Wealth Management Group, LLC
INCREASED9,8009,775+25+0%$942.9K$954.9K+$12.0K2026-10-15
Avaii Wealth Management, LLC
DECREASED9,7989,808-100%$946.1K$962.3K+$16.2K2026-10-09
Sovran Advisors, LLC
INCREASED9,7949,502+292+3%$934.6K$1.0M+$75.5K2026-11-02
Oppenheimer & Co Inc
DECREASED9,77910,527-748-7%$1.0M$952.9K-$62.6K2026-10-26
Ashton Thomas Securities, LLC
NEW9,641—+9,641——$939.4K—2026-10-26
Ridgewood Investments LLC
DECREASED9,44110,557-1,116-11%$1.0M$919.9K-$98.4K2026-10-05
Saxon Interests, Inc.
DECREASED9,35515,642-6,287-40%$1.5M$911.6K-$597.3K2026-10-26
PTM Wealth Management, LLC
INCREASED9,3339,302+31+0%$901.9K$931.2K+$29.3K2026-10-23
Fifth Third Securities, Inc.
NEW9,278—+9,278——$904.1K—2026-10-21
Integrated Advisors Network LLC
DECREASED9,27410,571-1,297-12%$1.0M$903.6K-$116.1K2026-10-20
Inscription Capital, LLC
DECREASED9,23210,466-1,234-12%$1.0M$899.6K-$110.0K2026-11-02
Chicago Partners Investment Group LLC
INCREASED9,1827,678+1,504+20%$737.9K$945.3K+$207.4K2026-10-27
Veery Capital, LLC
INCREASED9,0919,007+84+1%$868.8K$885.8K+$17.0K2026-10-07
WealthPlan Investment Management, LLC
DECREASED8,9819,142-161-2%$881.8K$875.1K-$6.7K2026-10-15
Raab & Moskowitz Asset Management LLC
DECREASED8,90510,147-1,242-12%$978.8K$867.7K-$111.1K2026-11-02
First Business Financial Services, Inc.
UNCHANGED8,6948,69400%$838.6K$847.1K+$8.5K2026-10-29
Everhart Financial Group, Inc.
DECREASED8,6628,753-91-1%$844.3K$844.0K-$2902026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED8,6568,65600%$835.0K$843.4K+$8.5K2026-10-27
Sensible Money, LLC
UNCHANGED8,6538,65300%$834.7K$843.1K+$8.5K2026-10-20
Midwest Financial Group LLC
INCREASED8,6458,618+27+0%$831.3K$842.4K+$11.0K2026-10-15
Beacon Financial Advisory LLC
INCREASED8,4108,139+271+3%$785.1K$819.4K+$34.3K2026-10-16
Asset Dedication, LLC
UNCHANGED8,3708,37000%$807.3K$815.5K+$8.2K2026-11-03
Investment Partners Asset Management, Inc.
INCREASED8,3688,004+364+5%$772.0K$815.4K+$43.4K2026-10-09
Florida Trust Wealth Management Co
UNCHANGED8,3588,35800%$806.2K$814.4K+$8.2K2026-11-05
StrongBox Wealth, LLC
DECREASED8,3178,532-215-3%$823.0K$810.4K-$12.6K2026-11-02
LongView Wealth Management
DECREASED8,3068,652-346-4%$834.5K$809.3K-$25.2K2026-10-19
PDS Planning, Inc
INCREASED8,1707,593+577+8%$732.4K$796.1K+$63.7K2026-11-03
Bryant Woods Investment Advisors, LLC
INCREASED8,0758,053+22+0%$776.8K$786.9K+$10.0K2026-10-26
Milestones Private Investment Advisors LLC
DECREASED8,0058,105-100-1%$781.8K$780.0K-$1.8K2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED7,9737,882+91+1%$760.3K$776.9K+$16.6K2026-10-27
Post Resch Tallon Group Inc.
DECREASED7,9638,038-75-1%$775.3K$775.9K+$5692026-10-09
Genesis Private Wealth, LLC
DECREASED7,8327,973-141-2%$769.1K$763.2K-$5.9K2026-11-02
Greater Midwest Financial Group, LLC
INCREASED7,7947,768+26+0%$749.3K$759.4K+$10.1K2026-10-13
Regions Financial Corp
INCREASED7,7135,707+2,006+35%$550.5K$751.6K+$201.1K2026-11-05
PKS Advisory Services, LLC
UNCHANGED7,7107,71000%$743.6K$743.6K$02026-10-26
Emerald Advisors, LLC
DECREASED7,6388,677-1,039-12%$837.0K$744.3K-$92.8K2026-10-13
EdgeRock Capital LLC
DECREASED7,5627,846-284-4%$756.8K$736.8K-$20.0K2026-11-03
Stephen J. Garry & Associates, LLC
DECREASED7,5619,545-1,984-21%$920.7K$736.7K-$184.0K2026-11-05
Silver Grove Financial Group, Inc.
INCREASED7,5416,912+629+9%$666.7K$734.8K+$68.1K2026-11-05
CLG LLC
INCREASED7,5177,510+7+0%$724.4K$732.5K+$8.0K2026-10-13
E&G Advisors, LLC
UNCHANGED7,5147,51400%$724.8K$732.2K+$7.4K2026-10-13
Central Trust Co
UNCHANGED7,5147,51400%$724.8K$732.2K+$7.4K2026-11-05
Twelve Points Wealth Management LLC
UNCHANGED7,4087,40800%$714.6K$762.5K+$47.9K2026-11-03
Arkfeld Wealth Strategies, L.L.C.
INCREASED7,4017,381+20+0%$722.6K$736.3K+$13.8K2026-10-19
Destiny Wealth Partners, LLC
NEW7,369—+7,369——$759.4K—2026-11-05
JGP Wealth Management, LLC
DECREASED7,3217,330-90%$707.1K$713.4K+$6.3K2026-10-13
Integrated Capital Management, LLC
DECREASED7,2867,386-100-1%$712.5K$710.0K-$2.5K2026-10-23
Berkshire Money Management, Inc.
NEW7,283—+7,283——$709.7K—2026-10-21
Valley Forge Investment Consultants Inc ADV
UNCHANGED7,2567,25600%$700.0K$707.1K+$7.1K2026-11-03
Jeter Robert S II
INCREASED7,2346,554+680+10%$640.8K$728.1K+$87.4K2026-10-16
Ledyard National Bank
INCREASED7,2285,684+1,544+27%$548.3K$704.3K+$156.0K2026-10-21
Procyon Advisors, LLC
NEW7,221—+7,221——$703.6K—2026-10-21
MBE Wealth Management, LLC
DECREASED7,1797,279-100-1%$702.1K$699.6K-$2.5K2026-10-26
Joel Adams & Associates, Inc.
INCREASED7,0526,654+398+6%$641.8K$687.2K+$45.3K2026-11-02
Professional Financial Advisors, LLC
INCREASED7,0357,007+28+0%$675.9K$685.5K+$9.6K2026-10-13
Traphagen Investment Advisors LLC
INCREASED7,0347,028+6+0%$677.9K$685.4K+$7.5K2026-10-14
Heck Capital Advisors, LLC
UNCHANGED7,0197,01900%$677.0K$683.9K+$6.9K2026-10-14
BostonPremier Wealth LLC
INCREASED6,9876,829+158+2%$658.8K$680.8K+$22.0K2026-10-16
Meridian Wealth Management, LLC
DECREASED6,8636,991-128-2%$674.4K$668.8K-$5.6K2026-11-05
Larson Financial Group LLC
DECREASED6,8136,919-106-2%$667.4K$663.9K-$3.5K2026-11-05
W Advisors, LLC
DECREASED6,8116,953-142-2%$670.7K$663.7K-$7.0K2026-11-02
Uptick Partners, LLC
DECREASED6,7877,023-236-3%$677.5K$661.3K-$16.1K2026-11-04
Nottingham Advisors, Inc.
DECREASED6,7496,781-320%$654.4K$661.7K+$7.3K2026-10-29
Patten & Patten Inc
UNCHANGED6,7476,74700%$650.8K$657.4K+$6.6K2026-10-26
GW Henssler & Associates LTD
DECREASED6,7406,769-290%$652.9K$656.8K+$3.8K2026-10-26
Atlas Private Wealth Advisors
DECREASED6,7137,258-545-8%$700.1K$654.1K-$46.0K2026-10-23
Cidel Asset Management Inc
DECREASED6,6606,760-100-1%$651.9K$649.0K-$2.9K2026-10-29
Advisory Advocates, LLC
INCREASED6,6106,607+3+0%$637.3K$644.1K+$6.8K2026-11-05
Krilogy Financial LLC
DECREASED6,6028,768-2,166-25%$845.7K$665.0K-$180.8K2026-10-13
Stonehearth Capital Management, LLC
UNCHANGED6,5636,56300%$633.1K$639.5K+$6.4K2026-10-13
Planning Strategies Inc.
DECREASED6,5617,776-1,215-16%$750.1K$639.3K-$110.8K2026-10-02
Trek Financial, LLC
DECREASED6,52511,170-4,645-42%$1.1M$635.8K-$441.7K2026-10-29
Greenleaf Trust
INCREASED6,4843,365+3,119+93%$324.6K$631.8K+$307.2K2026-10-29
WBH Advisory Inc
DECREASED6,4556,699-244-4%$646.2K$629.0K-$17.2K2026-11-05
Radnor Capital Management, LLC
UNCHANGED6,4346,43400%$620.6K$626.9K+$6.3K2026-10-23
Sterling Group Wealth Management, LLC
UNCHANGED6,4186,41800%$619.1K$625.4K+$6.3K2026-11-03
FF Advisors,LLC
UNCHANGED6,3946,39400%$616.8K$623.0K+$6.3K2026-10-21
Security Financial Services, Inc.
DECREASED6,3736,634-261-4%$639.9K$621.0K-$18.9K2026-10-29
Schmidt P J Investment Management Inc
DECREASED6,3206,400-80-1%$617.3K$615.8K-$1.5K2026-11-02
Client 1ST Advisory Group, LLC
DECREASED6,2716,800-529-8%$655.9K$611.0K-$44.9K2026-10-19
GEM Asset Management, LLC
INCREASED6,1945,866+328+6%$565.8K$603.5K+$37.7K2026-10-13
Ridgecrest Wealth Partners, LLC
UNCHANGED6,1876,18700%$596.8K$602.9K+$6.1K2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED6,1396,213-74-1%$599.3K$598.2K-$1.1K2026-10-20
VestGen Advisors, LLC
DECREASED6,0627,567-1,505-20%$729.9K$590.7K-$139.2K2026-10-27
RFG Advisory, LLC
DECREASED6,0566,538-482-7%$630.6K$590.1K-$40.5K2026-11-03
Exchange Bank
UNCHANGED6,0006,00000%$578.8K$584.6K+$5.9K2026-10-07
PFG Private Wealth Management, LLC
UNCHANGED5,9795,97900%$576.7K$582.6K+$5.9K2026-10-15
Davenport & Co LLC
DECREASED5,9646,919-955-14%$667.4K$581.1K-$86.3K2026-10-14
Provident Wealth Management, LLC
DECREASED5,95712,907-6,950-54%$1.2M$580.5K-$664.6K2026-10-20
Summit Wealth Group LLC / Co
DECREASED5,9296,220-291-5%$599.9K$577.7K-$22.2K2026-10-29
4J Wealth Management LLC
DECREASED5,9045,934-30-1%$572.4K$575.3K+$2.9K2026-11-02
Level Wealth Management LLC
UNCHANGED5,8225,82200%$561.6K$567.3K+$5.7K2026-10-23
Laurel OAK Wealth Management, LLC
DECREASED5,7845,830-46-1%$562.4K$563.6K+$1.3K2026-10-19
Gilpin Wealth Management, LLC
UNCHANGED5,7705,77000%$556.6K$562.2K+$5.7K2026-10-09
Dara Capital US, Inc.
UNCHANGED5,7495,74900%$554.5K$560.2K+$5.6K2026-10-29
Brady Martz Wealth Solutions, LLC
UNCHANGED5,6645,66400%$546.3K$551.9K+$5.6K2026-11-05
Center For Asset Management LLC
DECREASED5,6508,039-2,389-30%$775.5K$550.6K-$224.9K2026-10-16
New Hampshire Trust
UNCHANGED5,6455,64500%$544.5K$550.0K+$5.5K2026-10-20
Clear Point Advisors Inc.
DECREASED5,6076,050-443-7%$583.6K$546.3K-$37.3K2026-10-30
Aventus Investment Advisors, Inc.
DECREASED5,6025,802-200-3%$559.7K$545.9K-$13.8K2026-10-09
Integrity Wealth Partners, LLC
NEW5,574—+5,574——$543.2K—2026-10-14
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED5,5685,56800%$537.1K$542.5K+$5.5K2026-10-26
Forte Asset Management LLC
UNCHANGED5,5655,56500%$536.8K$542.3K+$5.5K2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED5,5525,707-155-3%$550.5K$541.0K-$9.5K2026-10-19
Retirement Wealth Solutions LLC
INCREASED5,5434,075+1,468+36%$393.1K$540.1K+$147.0K2026-10-07
Garde Capital, Inc.
UNCHANGED5,5205,52000%$532.5K$537.9K+$5.4K2026-10-29
Financial Management Network Inc
DECREASED5,5075,604-97-2%$541.3K$540.9K-$4812026-10-09
Castle Rock Wealth Management, LLC
UNCHANGED5,4645,46400%$529.4K$545.1K+$15.7K2026-10-09
Wesbanco Bank Inc
INCREASED5,4495,362+87+2%$517.2K$531.0K+$13.7K2026-11-04
LifeGoal Investments, LLC
INCREASED5,4385,420+18+0%$522.9K$529.9K+$7.0K2026-10-09
Ritholtz Wealth Management
INCREASED5,4284,893+535+11%$472.0K$528.9K+$56.9K2026-11-05
Community Trust & Investment Co
UNCHANGED5,4245,42400%$523.2K$528.5K+$5.3K2026-10-15
Wiregrass Investment Management LLC
INCREASED5,4185,195+223+4%$501.2K$528.0K+$26.8K2026-11-05
Sound Income Strategies, LLC
INCREASED5,3875,379+8+0%$518.9K$538.8K+$19.9K2026-10-09
Gibson Capital, LLC
UNCHANGED5,3465,34600%$515.7K$520.9K+$5.2K2026-10-23
Evermay Wealth Management LLC
UNCHANGED5,3345,33400%$514.5K$519.7K+$5.2K2026-11-05
Kingsman Wealth Management, Inc.
INCREASED5,3125,295+17+0%$510.7K$517.6K+$6.9K2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED5,1975,239-42-1%$505.4K$506.5K+$1.1K2026-10-08
Trust Co of the South
UNCHANGED5,1955,19500%$501.1K$506.2K+$5.1K2026-10-21
Collective Family Office LLC
DECREASED5,1905,742-552-10%$553.9K$505.7K-$48.2K2026-10-05
Concord Wealth Partners
DECREASED5,1825,272-90-2%$508.5K$505.0K-$3.6K2026-11-02
Glenview Trust Co
INCREASED5,1785,103+75+1%$492.2K$504.5K+$12.3K2026-10-28
Opulen Financial Group LLC
INCREASED5,1475,140+7+0%$495.8K$501.6K+$5.8K2026-10-22
Avantax Planning Partners, Inc.
INCREASED5,1424,714+428+9%$454.7K$501.0K+$46.3K2026-11-03
LifeSteps Financial, Inc.
DECREASED5,1285,185-57-1%$500.2K$499.7K-$5382026-10-15
Briggs Wealth Management, Inc
UNCHANGED5,1075,10700%$492.6K$497.6K+$5.0K2026-10-26
Welch Group, LLC
UNCHANGED5,1045,10400%$492.3K$497.3K+$5.0K2026-10-29
Centennial Advisors, LLC
NEW5,089—+5,089——$495.8K—2026-10-21
Guidance Capital, Inc
UNCHANGED5,0875,08700%$494.1K$524.3K+$30.2K2026-11-03
Flagstar Securities, Inc
DECREASED5,0595,080-210%$490.1K$493.0K+$2.9K2026-10-15
Berkeley, Inc
UNCHANGED5,0125,01200%$483.4K$488.4K+$4.9K2026-10-20
TCI Wealth Advisors, Inc.
INCREASED4,9294,544+385+8%$438.3K$480.3K+$42.0K2026-10-30
Columbus Macro, LLC
DECREASED4,8544,886-32-1%$471.3K$473.0K+$1.6K2026-10-14
Cypress Wealth Services, LLC
DECREASED4,7785,444-666-12%$525.1K$475.4K-$49.8K2026-10-21
Worth Financial Advisory Group, LLC
DECREASED4,7614,811-50-1%$464.0K$463.9K-$1582026-10-19
Venture Visionary Partners LLC
DECREASED4,7344,902-168-3%$472.8K$461.3K-$11.6K2026-10-07
Milestone Asset Management, LLC
DECREASED4,6965,062-366-7%$488.3K$457.6K-$30.7K2026-10-15
Keystone Financial Group, Inc.
INCREASED4,6964,689+7+0%$452.3K$457.6K+$5.3K2026-10-13
Quantum Financial Partners LLC
DECREASED4,6914,700-90%$453.3K$457.1K+$3.7K2026-10-19
Sage Financial Group Inc
UNCHANGED4,6904,69000%$452.4K$457.0K+$4.6K2026-10-27
First Bank & Trust
UNCHANGED4,6804,68000%$451.4K$456.0K+$4.6K2026-10-19
Virtue Asset Management LLC
UNCHANGED4,6244,62400%$446.0K$450.6K+$4.5K2026-10-21
Bayban
UNCHANGED4,5974,59700%$443.4K$443.4K$02026-11-05
Latitude Advisors, LLC
INCREASED4,5624,547+15+0%$438.6K$444.6K+$5.9K2026-10-27
Roxbury Financial LLC
INCREASED4,5574,547+10+0%$438.6K$444.0K+$5.5K2026-10-01
Stone House Investment Management, LLC
DECREASED4,5444,641-97-2%$447.6K$442.8K-$4.9K2026-10-23
Stewardship Advisors, LLC
INCREASED4,5414,540+1+0%$437.9K$442.5K+$4.5K2026-10-20
Invested Advisors
INCREASED4,5324,504+28+1%$434.5K$441.6K+$7.1K2026-10-23
Richmond Investment Services, LLC
INCREASED4,4964,076+420+10%$393.2K$438.1K+$45.0K2026-10-29
Sage Capital Advisors,llc
DECREASED4,4865,106-620-12%$492.5K$437.1K-$55.4K2026-10-13
Agate Pass Investment Management, LLC
DECREASED4,4625,432-970-18%$524.0K$434.8K-$89.2K2026-10-20
AdvisorNet Financial, Inc
INCREASED4,4614,207+254+6%$405.8K$448.9K+$43.0K2026-10-15
Atlas Brown,Inc.
INCREASED4,4554,434+21+0%$427.7K$434.1K+$6.4K2026-10-09
Balefire, LLC
DECREASED4,4465,168-722-14%$498.5K$433.2K-$65.3K2026-10-09
Gamma Investing LLC
UNCHANGED4,4164,41600%$426.0K$430.3K+$4.3K2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED4,3684,36800%$421.3K$425.6K+$4.3K2026-10-23
Patten Group, Inc.
INCREASED4,3564,343+13+0%$418.9K$424.4K+$5.5K2026-10-26
Brown Financial Advisory
DECREASED4,3425,054-712-14%$487.5K$423.1K-$64.4K2026-11-05
Skyline Advisors, Inc.
DECREASED4,2965,055-759-15%$487.6K$418.6K-$69.0K2026-11-03
Quadrant Private Wealth Management, LLC
DECREASED4,2644,719-455-10%$455.2K$415.5K-$39.8K2026-11-04
Integrity Advisory Solutions, LLC
INCREASED4,2542,495+1,759+71%$240.7K$414.6K+$173.9K2026-10-29
Smith Partners Wealth Management, LLC
UNCHANGED4,2504,25000%$410.0K$414.1K+$4.2K2026-11-05
Canandaigua National Bank & Trust Co
UNCHANGED4,2494,24900%$409.9K$414.0K+$4.2K2026-10-07
Trust Co of Vermont
INCREASED4,2384,015+223+6%$387.3K$413.0K+$25.7K2026-10-21
Schear Investment Advisers, LLC
NEW4,230—+4,230——$412.2K—2026-10-14
Tempo Wealth, LLC
INCREASED4,2304,219+11+0%$407.0K$412.2K+$5.2K2026-10-14
Financial Life Advisors
DECREASED4,2194,787-568-12%$461.8K$411.1K-$50.7K2026-10-14
Hobart Private Capital, LLC
DECREASED4,2074,325-118-3%$417.2K$409.9K-$7.3K2026-10-19
First National Trust Co
INCREASED4,1832,733+1,450+53%$263.6K$407.6K+$144.0K2026-10-28
Aprio Wealth Management, LLC
INCREASED4,1712,922+1,249+43%$281.8K$406.5K+$124.6K2026-10-28
Silverlake Wealth Management LLC
DECREASED4,1614,165-40%$401.8K$405.4K+$3.6K2026-10-21
Outlook Wealth Advisors, LLC
DECREASED4,1554,156-10%$400.8K$404.9K+$4.1K2026-10-28
Cap Partners, LLC
INCREASED4,1494,148+1+0%$400.1K$404.3K+$4.2K2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED4,1474,071+76+2%$392.7K$404.1K+$11.4K2026-10-19
Wedmont Private Capital
UNCHANGED4,1114,11100%$401.9K$411.2K+$9.3K2026-10-09
Tennessee Valley Asset Management Partners
INCREASED4,0664,054+12+0%$391.0K$396.2K+$5.2K2026-11-03
Southern Capital Advisors, LLC
INCREASED4,0594,046+13+0%$390.3K$395.5K+$5.3K2026-10-26
Harbor Group, Inc.
INCREASED4,0414,040+1+0%$389.7K$393.7K+$4.1K2026-10-14
Grove Bank & Trust
INCREASED4,0314,000+31+1%$385.8K$392.8K+$6.9K2026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED4,0294,02900%$388.6K$392.6K+$3.9K2026-10-26
Aerodigm Wealth, LLC
INCREASED4,0244,017+7+0%$387.5K$392.1K+$4.6K2026-10-16
MSH Capital Advisors LLC
INCREASED4,0082,501+1,507+60%$241.2K$390.6K+$149.4K2026-11-03
LS Investment Advisors, LLC
UNCHANGED3,9683,96800%$382.8K$386.6K+$3.9K2026-10-13
Register Financial Advisors LLC
INCREASED3,9603,771+189+5%$363.7K$385.8K+$22.1K2026-10-23
MKT Advisors LLC
DECREASED3,9564,460-504-11%$438.7K$395.7K-$43.0K2026-10-20
Thompson Investment Management, Inc.
UNCHANGED3,9113,91100%$377.3K$381.1K+$3.8K2026-10-14
Indivisible Partners
NEW3,903—+3,903——$380.3K—2026-10-26
Northwest Financial Advisors
DECREASED3,8977,022-3,125-44%$677.3K$379.7K-$297.6K2026-10-27
Private Client Services, LLC
NEW3,883—+3,883——$378.3K—2026-10-02
LexAurum Advisors, LLC
INCREASED3,8713,816+55+1%$368.1K$377.2K+$9.1K2026-10-19
Omni 360 Wealth, Inc.
DECREASED3,8653,963-98-2%$382.3K$376.6K-$5.7K2026-10-13
Apeiron RIA LLC
NEW3,860—+3,860——$378.4K—2026-10-08
Five Pine Wealth Management
DECREASED3,8564,158-302-7%$401.1K$375.7K-$25.4K2026-10-20
AlphaStar Capital Management, LLC
DECREASED3,8433,875-32-1%$373.8K$374.5K+$6792026-10-16
Apex Wealth Management, LLC
INCREASED3,8263,724+102+3%$359.2K$372.8K+$13.6K2026-10-20
Mosley Wealth Management
DECREASED3,8224,094-272-7%$394.9K$388.2K-$6.7K2026-10-16
Fortitude Advisory Group L.L.C.
DECREASED3,8154,033-218-5%$389.0K$371.7K-$17.3K2026-10-15
Beacon Financial Group
DECREASED3,7863,813-27-1%$367.8K$368.9K+$1.1K2026-10-19
Shayne & Jacobs, LLC
UNCHANGED3,7803,78000%$364.6K$368.3K+$3.7K2026-10-21
Clearview Wealth Management LLC
UNCHANGED3,7783,77800%$364.4K$380.3K+$15.8K2026-10-16
Gen-Wealth Partners Inc
DECREASED3,73311,059-7,326-66%$1.1M$363.7K-$703.0K2026-11-04
Value Investment Professionals, LLC
DECREASED3,7233,762-39-1%$362.9K$362.8K-$752026-10-13
46 Peaks LLC
DECREASED3,7073,831-124-3%$369.5K$361.2K-$8.3K2026-11-03
Triad Wealth Partners, LLC
NEW3,701—+3,701——$360.6K—2026-10-26
SYM Financial Corp
INCREASED3,6753,253+422+13%$313.8K$358.1K+$44.3K2026-10-26
Cowa, LLC
DECREASED3,6346,532-2,898-44%$630.1K$354.1K-$276.0K2026-10-30
Horizon Wealth Management, LLC
INCREASED3,6183,607+11+0%$347.9K$352.6K+$4.7K2026-11-02
Richardson Financial Services Inc.
DECREASED3,6134,566-953-21%$440.3K$351.9K-$88.4K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED3,5983,430+168+5%$330.8K$350.6K+$19.7K2026-10-14
Washington Trust Co
UNCHANGED3,5843,58400%$345.7K$349.2K+$3.5K2026-10-22
Obermeyer Wealth Partners
UNCHANGED3,5833,58300%$345.7K$349.2K+$3.5K2026-10-21
Joseph Group Capital Management
DECREASED3,5813,731-150-4%$359.9K$348.9K-$11.0K2026-11-04
Econ Financial Services Corp
DECREASED3,54030,454-26,914-88%$2.9M$344.9K-$2.6M2026-10-19
DecisionMap Wealth Management, LLC
DECREASED3,5314,269-738-17%$411.8K$344.1K-$67.8K2026-10-29
Mainstream Capital Management LLC
DECREASED3,4495,624-2,175-39%$542.5K$336.1K-$206.4K2026-10-23
West Wealth Group, LLC
DECREASED3,43217,643-14,211-81%$1.7M$334.4K-$1.4M2026-10-14
Daymark Wealth Partners, LLC
DECREASED3,4073,436-29-1%$331.4K$332.0K+$5522026-11-04
Sarver Vrooman Wealth Advisors
UNCHANGED3,4063,40600%$332.9K$331.9K-$9872026-10-01
Sageworth Trust Co of South Dakota
UNCHANGED3,4003,40000%$328.0K$331.3K+$3.3K2026-10-30
Langley Wealth Management, LLC
UNCHANGED3,3913,39100%$327.1K$330.4K+$3.3K2026-11-04
ASL Financial, LLC
INCREASED3,3483,287+61+2%$317.1K$326.2K+$9.2K2026-10-15
Rockwood Wealth Management, LLC
INCREASED3,2943,144+150+5%$303.3K$321.0K+$17.7K2026-10-27
Meridian Investment Counsel Inc.
UNCHANGED3,2843,28400%$316.8K$320.0K+$3.2K2026-10-14
True Private Wealth Advisors
DECREASED3,2823,283-10%$316.6K$319.9K+$3.2K2026-10-19
Guidance Point Advisors, LLC
DECREASED3,28112,003-8,722-73%$1.2M$319.7K-$838.3K2026-10-15
Segment Wealth Management, LLC
NEW3,216—+3,216——$313.4K—2026-10-26
TSA Wealth Managment LLC
DECREASED3,1983,444-246-7%$332.2K$311.6K-$20.6K2026-10-22
Bison Wealth, LLC
INCREASED3,1943,192+2+0%$312.5K$321.8K+$9.3K2026-10-13
Revisor Wealth Management LLC
DECREASED3,1833,273-90-3%$315.8K$322.4K+$6.6K2026-10-20
Angeles Wealth Management, LLC
INCREASED3,1691,126+2,043+181%$108.6K$308.8K+$200.2K2026-10-26
Old National Bancorp
INCREASED3,1612,712+449+17%$261.6K$308.0K+$46.4K2026-10-20
Secure Asset Management, LLC
DECREASED3,1603,174-140%$306.2K$307.9K+$1.7K2026-10-19
Sterling Investment Counsel, LLC
DECREASED3,1543,338-184-6%$322.0K$307.4K-$14.7K2026-10-19
Mccarter Private Wealth Services LLC
UNCHANGED3,1233,12300%$301.2K$304.3K+$3.1K2026-10-22
Modera Wealth Management, LLC
INCREASED3,1202,420+700+29%$233.4K$304.0K+$70.6K2026-10-28
Colton Groome Financial Advisors, LLC
DECREASED3,0913,194-103-3%$308.1K$301.2K-$6.9K2026-10-06
One Advisory Partners, LLC
DECREASED3,0825,380-2,298-43%$519.0K$300.3K-$218.6K2026-10-22
Realta Investment Advisors
INCREASED3,0812,938+143+5%$283.4K$300.2K+$16.8K2026-10-14
Altus Wealth Group LLC
INCREASED3,0792,379+700+29%$229.5K$300.0K+$70.5K2026-10-20
Connecticut Wealth Management, LLC
INCREASED3,0762,660+416+16%$256.6K$299.8K+$43.2K2026-10-13
Balentine LLC
INCREASED3,0533,046+7+0%$293.8K$297.5K+$3.7K2026-11-03
Fluent Financial, LLC
UNCHANGED3,0513,05100%$294.3K$297.3K+$3.0K2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED3,0433,133-90-3%$302.2K$296.5K-$5.7K2026-10-16
Archer Investment Corp
INCREASED3,0423,041+1+0%$293.4K$296.4K+$3.0K2026-11-05
KCM Investment Advisors LLC
UNCHANGED3,0203,02000%$291.3K$294.3K+$3.0K2026-10-27
Burns J W & Co Inc
UNCHANGED3,0003,00000%$289.4K$292.3K+$2.9K2026-10-20
Patton Albertson Miller Group, LLC
NEW2,996—+2,996——$291.9K—2026-10-26
Successful Portfolios LLC
DECREASED2,9722,992-20-1%$292.4K$294.0K+$1.7K2026-10-09
Nautilus Advisors LLC
UNCHANGED2,9352,93500%$286.9K$286.0K-$9402026-10-07
Kaufman Rossin Wealth, LLC
NEW2,925—+2,925——$285.0K—2026-10-19
Vision Capital Management, Inc.
UNCHANGED2,9082,90800%$280.5K$283.4K+$2.9K2026-10-20
Capital Investment Advisors, LLC
INCREASED2,9042,839+65+2%$273.9K$283.0K+$9.1K2026-10-22
FAI Advisors, Inc.
INCREASED2,9032,861+42+1%$276.0K$282.9K+$6.9K2026-10-27
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED2,8674,631-1,764-38%$446.7K$279.4K-$167.3K2026-10-29
Beacon Capital Management, LLC
DECREASED2,8523,057-205-7%$294.8K$277.9K-$16.9K2026-10-23
Winthrop Advisory Group LLC
INCREASED2,8362,799+37+1%$270.0K$276.4K+$6.4K2026-10-22
Balance Wealth Partners LLC
DECREASED2,8173,617-800-22%$348.9K$274.5K-$74.4K2026-10-27
LVZ, Inc.
UNCHANGED2,8022,80200%$270.3K$273.0K+$2.7K2026-10-20
Boston Trust Walden Corp
UNCHANGED2,7672,76700%$266.9K$269.6K+$2.7K2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED2,7553,060-305-10%$295.1K$268.4K-$26.7K2026-10-29
Parsons Capital Management Inc
DECREASED2,7492,807-58-2%$270.8K$267.9K-$2.9K2026-10-28
Noble Wealth Management PBC
DECREASED2,7342,974-240-8%$286.9K$266.4K-$20.5K2026-10-01
Bdfs Capital LLC
DECREASED2,7332,745-120%$264.8K$266.3K+$1.5K2026-10-14
Baker Tilly Wealth Management, LLC
NEW2,727—+2,727——$265.7K—2026-10-05
Optimist Retirement Group LLC
UNCHANGED2,7122,71200%$261.6K$264.3K+$2.7K2026-10-30
Principle Wealth Partners LLC
INCREASED2,7092,112+597+28%$203.8K$264.0K+$60.3K2026-11-02
Wagner Wealth Management, LLC
UNCHANGED2,7052,70500%$260.9K$263.6K+$2.7K2026-10-21
Harbour Capital Advisors, LLC
UNCHANGED2,7002,70000%$264.0K$263.1K-$8642026-10-13
Fifth Third Wealth Advisors LLC
UNCHANGED2,6962,69600%$260.1K$262.7K+$2.6K2026-10-22
Form Wealth Advisors, LLC
DECREASED2,6913,607-916-25%$347.9K$262.2K-$85.7K2026-10-13
Gibbs Wealth Management
INCREASED2,6902,673+17+1%$257.8K$262.2K+$4.3K2026-10-22
HMV Wealth Advisors, LLC
UNCHANGED2,6812,68100%$258.6K$261.2K+$2.6K2026-10-27
Connecticut Capital Management Group, LLC
UNCHANGED2,6802,68000%$258.5K$261.1K+$2.6K2026-10-29
Fermata Advisors, LLC
DECREASED2,6493,586-937-26%$345.9K$258.1K-$87.7K2026-10-13
Nations Financial Group Inc,
INCREASED2,6432,561+82+3%$247.1K$257.6K+$10.5K2026-11-05
Bond & Devick Financial Network, Inc.
INCREASED2,6102,090+520+25%$201.6K$254.3K+$52.7K2026-10-23
Lantz Financial LLC
UNCHANGED2,6062,60600%$251.4K$253.9K+$2.6K2026-10-15
Unified Investment Management
UNCHANGED2,5992,59900%$250.7K$253.2K+$2.6K2026-10-14
HBW Advisory Services LLC
INCREASED2,5802,526+54+2%$243.7K$251.4K+$7.7K2026-10-15
Concord Asset Management, LLC
DECREASED2,5792,669-90-3%$257.5K$251.3K-$6.1K2026-11-02
15 Wealth Advisors LLC
NEW2,573—+2,573——$250.7K—2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED2,5722,565+7+0%$247.4K$250.6K+$3.2K2026-10-21
Rosenberg Matthew Hamilton
DECREASED2,5502,702-152-6%$260.6K$248.5K-$12.2K2026-10-05
Vista Investment Partners II, LLC
INCREASED2,5432,542+1+0%$245.2K$247.8K+$2.6K2026-10-15
Wedbush Securities Inc
DECREASED2,5297,671-5,142-67%$740.0K$246-$739.8K2026-10-22
Commonwealth Financial Services, LLC
DECREASED2,5262,561-35-1%$247.0K$246.1K-$9012026-10-20
Intrua Financial, LLC
DECREASED2,5193,064-545-18%$295.5K$245.4K-$50.1K2026-10-28
CWS Financial Advisors, LLC
UNCHANGED2,5182,51800%$242.9K$245.4K+$2.5K2026-10-16
Kelly Financial Services LLC
DECREASED2,5134,570-2,057-45%$440.8K$244.9K-$196.0K2026-10-20
Stonebridge Financial Group, LLC
UNCHANGED2,5112,51100%$242.2K$244.7K+$2.5K2026-10-01
Steel Grove Capital Advisors, LLC
INCREASED2,5092,501+8+0%$241.2K$244.5K+$3.3K2026-10-13
Capital Advantage, Inc.
UNCHANGED2,5002,50000%$241.2K$243.6K+$2.5K2026-10-14
Harpswell Capital Advisors, LLC
UNCHANGED2,5002,50000%$241.2K$243.6K+$2.5K2026-10-09
Balboa Wealth Partners
UNCHANGED2,4822,48200%$239.4K$241.8K+$2.4K2026-10-20
Foster Victor Wealth Advisors, LLC
DECREASED2,4782,632-154-6%$255.0K$250.9K-$4.0K2026-10-21
Fiduciary Alliance LLC
DECREASED2,4762,854-378-13%$275.3K$241.3K-$34.0K2026-10-13
Valeo Financial Advisors, LLC
DECREASED2,4712,507-36-1%$241.9K$240.8K-$1.1K2026-10-08
Trueblood Wealth Management, LLC
DECREASED2,4652,467-20%$238.0K$240.2K+$2.2K2026-10-23
JIM Saulnier & Associates, LLC
INCREASED2,4542,451+3+0%$236.4K$239.1K+$2.7K2026-11-04
August Group Capital Ltd
DECREASED2,4482,506-58-2%$241.8K$238.5K-$3.3K2026-10-14
Global Strategic Investment Solutions, LLC
UNCHANGED2,4472,44700%$236.0K$238.4K+$2.4K2026-10-16
Beese Fulmer Investment Management, Inc.
UNCHANGED2,4422,44200%$235.6K$237.9K+$2.4K2026-10-23
Associated Banc-Corp
DECREASED2,4363,706-1,270-34%$357.5K$237.4K-$120.1K2026-10-30
Moody Lynn Lieberson & Walker, LLC
UNCHANGED2,4072,40700%$232.2K$234.5K+$2.4K2026-10-14
Morey & Quinn Wealth Partners, LLC
DECREASED2,3912,460-69-3%$237.3K$233.0K-$4.3K2026-10-28
Frederick Financial Consultants, LLC
UNCHANGED2,3892,38900%$230.4K$232.8K+$2.3K2026-10-29
Fort Washington Investment Advisors Inc
DECREASED2,3722,392-20-1%$230.7K$231.1K+$3962026-10-15
Foguth Wealth Management, Llc.
DECREASED2,3603,341-981-29%$322.4K$239.0K-$83.4K2026-10-19
Old North State Wealth Management, LLC
INCREASED2,3562,355+1+0%$227.3K$229.8K+$2.5K2026-10-22
Cypress Capital Group
UNCHANGED2,3552,35500%$227.2K$229.5K+$2.3K2026-11-03
MMA Asset Management LLC
UNCHANGED2,3512,35100%$226.8K$229.1K+$2.3K2026-11-02
Badgley Phelps Wealth Managers, LLC
UNCHANGED2,3502,35000%$226.7K$229.0K+$2.3K2026-10-22
Legacy Solutions, LLC
UNCHANGED2,3502,35000%$226.7K$229.0K+$2.3K2026-10-07
Cardinal Point Capital Management ULC
NEW2,345—+2,345——$228.5K—2026-10-21
InTrack Investment Management Inc
DECREASED2,3272,585-258-10%$249.3K$226.7K-$22.6K2026-10-15
Trademark Financial Management, LLC
DECREASED2,3272,480-153-6%$239.2K$226.8K-$12.4K2026-10-23
Stage Harbor Financial, LLC
DECREASED2,3082,346-38-2%$226.3K$224.9K-$1.4K2026-11-03
Archer Investment Management, LLC
DECREASED2,29311,857-9,564-81%$1.1M$223.4K-$920.3K2026-10-13
MRA Advisory Group
UNCHANGED2,2892,28900%$220.8K$223.0K+$2.2K2026-10-07
Grey Ledge Advisors, LLC
INCREASED2,2812,278+3+0%$219.7K$222.3K+$2.6K2026-11-02
Chris Bulman Inc
DECREASED2,2762,484-208-8%$239.6K$221.8K-$17.8K2026-10-20
Enclave Advisors LLC
DECREASED2,2683,318-1,050-32%$320.1K$221.0K-$99.1K2026-10-14
Grandview Asset Management LLC
DECREASED2,2222,820-598-21%$272.0K$216.5K-$55.5K2026-10-19
Advisory Solutions Group, LLC
DECREASED2,1992,320-121-5%$223.8K$214.3K-$9.5K2026-10-14
Sima Wealth Partners, LLC
UNCHANGED2,1972,19700%$211.9K$214.1K+$2.2K2026-10-19
Cooper S Advisors, LLC
UNCHANGED2,1942,19400%$211.6K$213.8K+$2.2K2026-11-03
Asset Management One Co., Ltd.
NEW2,193—+2,193——$213.7K—2026-10-27
Lewis Asset Management, LLC
UNCHANGED2,1862,18600%$210.9K$213.0K+$2.1K2026-10-14
LiftPoint Family Wealth Advisors LLC
DECREASED2,1749,199-7,025-76%$887.3K$211.8K-$675.5K2026-11-03
Crew Capital Management, Ltd
UNCHANGED2,1662,16600%$208.9K$211.1K+$2.1K2026-10-28
McAdam, LLC
DECREASED2,1652,283-118-5%$220.2K$210.9K-$9.3K2026-10-21
Busey Bank
UNCHANGED2,1652,16500%$208.8K$211.0K+$2.1K2026-10-26
Scott & Selber, Inc.
INCREASED2,1632,162+1+0%$208.6K$210.8K+$2.2K2026-10-21
Baker Ellis Asset Management LLC
UNCHANGED2,1252,12500%$205.0K$207.1K+$2.1K2026-10-14
Gryphon Financial Partners LLC
INCREASED2,1192,117+2+0%$204.3K$206.4K+$2.2K2026-11-04
WPG Advisers, LLC
DECREASED2,1122,207-95-4%$212.9K$205.8K-$7.1K2026-10-27
Plus Group Wealth Advisors LLC
UNCHANGED2,1062,10600%$203.1K$205.2K+$2.1K2026-10-19
Thompson Siegel & Walmsley LLC
UNCHANGED2,1002,10000%$203.0K$205.0K+$2.0K2026-11-05
Williams Jones Wealth Management, Llc.
UNCHANGED2,0902,09000%$201.6K$203.7K+$2.0K2026-11-05
tru Independence LLC
UNCHANGED2,0902,09000%$201.6K$203.7K+$2.0K2026-10-20
Ipsen Advisor Group LLC
INCREASED2,0832,076+7+0%$200.2K$202.9K+$2.7K2026-10-29
Kingdom Financial Group Llc.
INCREASED2,074745+1,329+178%$71.8K$202.1K+$130.3K2026-11-04
Weatherly Asset Management L. P.
NEW2,063—+2,063——$201.0K—2026-10-20
Absolute Capital Management, LLC
DECREASED2,0542,139-85-4%$206.4K$200.2K-$6.2K2026-10-16
Salomon & Ludwin, LLC
DECREASED2,0522,061-90%$199.7K$199.9K+$2572026-10-29
Blueline Advisors LLC
UNCHANGED1,9811,98100%$191.1K$193.0K+$1.9K2026-10-15
Westside Investment Management, Inc.
DECREASED1,9632,095-132-6%$202.1K$191.7K-$10.4K2026-11-02
Root Financial Partners, LLC
NEW1,953—+1,953——$190.3K—2026-10-21
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,9361,933+3+0%$186.5K$188.7K+$2.2K2026-10-28
Creative Financial Designs Inc
INCREASED1,9311,283+648+51%$123.7K$188.1K+$64.4K2026-11-04
Lodestone Wealth Management LLC
DECREASED1,9201,925-50%$185.7K$187.1K+$1.4K2026-10-14
Vima LLC
DECREASED1,8992,260-361-16%$212.6K$185.0K-$27.6K2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED1,8481,84800%$178.3K$180.1K+$1.8K2026-10-15
IMG Wealth Management, Inc.
UNCHANGED1,7471,74700%$168.5K$170.2K+$1.7K2026-10-27
Wells Financial Advisors Inc
DECREASED1,7231,862-139-7%$179.6K$167.9K-$11.7K2026-11-02
EverSource Wealth Advisors, LLC
DECREASED1,6792,754-1,075-39%$265.7K$163.6K-$102.0K2026-11-04
JFS Wealth Advisors, LLC
DECREASED1,5731,645-72-4%$158.6K$153.2K-$5.4K2026-11-03
Financial Perspectives, Inc
INCREASED1,5501,548+2+0%$149.3K$151.1K+$1.8K2026-11-03
Team Financial Group, LLC
NEW1,547—+1,547——$150.7K—2026-10-30
Citizens National Bank Trust Department
UNCHANGED1,5201,52000%$146.6K$148.1K+$1.5K2026-11-04
United Community Bank
UNCHANGED1,4751,47500%$142.3K$143.7K+$1.4K2026-10-28
Parkside Financial Bank & Trust
UNCHANGED1,4731,47300%$142.1K$143.5K+$1.4K2026-10-27
Wolff Wiese Magana LLC
UNCHANGED1,4301,43000%$137.9K$139.3K+$1.4K2026-10-15
CFG Wealth Management Services, Inc.
NEW1,429—+1,429——$140.1K—2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED1,4211,42100%$137.1K$138.5K+$1.4K2026-10-16
Key FInancial Inc
DECREASED1,4051,820-415-23%$175.6K$136.9K-$38.7K2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED1,3341,33400%$128.7K$130.0K+$1.3K2026-10-15
Tsfg, LLC
DECREASED1,3003,500-2,200-63%$338.0K$127-$337.9K2026-10-23
Washington Trust Advisors, Inc.
UNCHANGED1,3001,30000%$125.4K$126.7K+$1.3K2026-10-22
Harbor Investment Advisory, LLC
INCREASED1,2701,265+5+0%$122.0K$123.7K+$1.7K2026-10-13
Lloyd Advisory Services, Llc.
INCREASED1,215162+1,053+650%$15.6K$118.4K+$102.8K2026-11-02
Community Financial Services Group, LLC
UNCHANGED1,1961,19600%$115.9K$117.3K+$1.4K2026-10-15
Granite FO LLC
UNCHANGED1,1431,14300%$110.3K$111.4K+$1.1K2026-10-14
Bangor Savings Bank
DECREASED1,1291,164-35-3%$112.3K$110.0K-$2.3K2026-10-06
American Capital Advisory, LLC
UNCHANGED1,1271,12700%$108.7K$109.8K+$1.1K2026-10-28
First Pacific Financial
INCREASED1,0891,086+3+0%$104.7K$106.1K+$1.4K2026-10-14
MTM Investment Management, LLC
DECREASED1,0851,088-30%$104.9K$105.7K+$7742026-10-30
Jnba Financial Advisors
UNCHANGED1,0821,08200%$104.4K$105.4K+$1.1K2026-11-03
DT Investment Partners, LLC
UNCHANGED1,0001,00000%$96.5K$97.4K+$9802026-10-27
Compass Wealth Management LLC
NEW995—+995——$97.0K—2026-10-22
Caldwell Trust Co
DECREASED9541,095-141-13%$105.6K$93.0K-$12.7K2026-10-30
North Point Portfolio Managers Corp
NEW889—+889——$86.6K—2026-10-07
Trust Co of Toledo NA
UNCHANGED84984900%$81.9K$82.7K+$8322026-10-16
Compass Financial Management LLC
UNCHANGED84584500%$83.5K$82.4K-$1.1K2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED83983900%$80.9K$81.8K+$8222026-10-16
Ascentis Wealth Management, LLC
INCREASED833824+9+1%$79.7K$81.4K+$1.7K2026-11-03
American National Bank & Trust
UNCHANGED82182100%$79.2K$80.0K+$8052026-10-07
Pinnacle Bancorp, Inc.
UNCHANGED80580500%$77.7K$78.4K+$7892026-10-21
Birchwood Financial Partners, Inc.
INCREASED802800+2+0%$77.2K$78.1K+$9272026-11-02
Bullock Wealth Management Group
UNCHANGED78578500%$76.1K$77.0K+$9022026-10-09
Madden Securities Corp
NEW757—+757——$73.8K—2026-10-27
Main Street Group, LTD
DECREASED741826-85-10%$79.7K$72.2K-$7.5K2026-10-28
Union Savings Bank
UNCHANGED74074000%$71.4K$72.1K+$7252026-10-14
Chapman Financial Group, LLC
UNCHANGED73573500%$70.9K$71.6K+$7202026-10-26
Next Level Wealth Planning, LLC
NEW727—+727——$70.8K—2026-10-29
Cornerstone National Bank & Trust Co
UNCHANGED68568500%$66.4K$67.2K+$7872026-10-20
Plante Moran Financial Advisors, LLC
INCREASED661309+352+114%$29.8K$64.4K+$34.6K2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED636635+1+0%$61.3K$62.1K+$7802026-10-27
Hyposwiss Advisors SA
UNCHANGED60060000%$57.9K$58.4K+$5882026-10-26
Princeton Global Asset Management LLC
UNCHANGED60060000%$57.9K$58.4K+$5882026-10-21
Yankcom Partnership
UNCHANGED54154100%$52.2K$52.7K+$5302026-10-15
Avion Wealth
DECREASED535726-191-26%$70.0K$52.0K-$18.0K2026-11-04
Triumph Capital Management
UNCHANGED50050000%$48.2K$48.7K+$4902026-10-14
Abound Wealth Management
INCREASED448346+102+29%$33.4K$43.7K+$10.3K2026-10-26
Beacon Financial Strategies Corp
UNCHANGED43043000%$41.5K$41.9K+$4222026-10-14
Duncker Streett & Co Inc
DECREASED415767-352-46%$74.0K$40.4K-$33.5K2026-10-27
Blue Trust, Inc.
DECREASED400423-23-5%$40.8K$39.0K-$1.8K2026-10-15
Hazlett, Burt & Watson, Inc.
DECREASED397933-536-57%$73.0K$32.0K-$41.0K2026-11-04
Heritage Family Offices, LLP
NEW380—+380——$37.0K—2026-11-02
Nfsg Corp
INCREASED366156+210+135%$15.1K$35.6K+$20.5K2026-10-15
Bfsg, LLC
UNCHANGED35335300%$34.1K$34.4K+$3462026-10-30
Arlington Trust Co LLC
UNCHANGED35035000%$33.8K$34.1K+$3432026-10-20
CrossGen Wealth, LLC
UNCHANGED35035000%$33.8K$34.1K+$3432026-10-30
Entrust Financial LLC
INCREASED348347+1+0%$33.5K$33.9K+$4532026-11-04
Family Capital Trust Co
DECREASED344769-425-55%$74.2K$33.5K-$40.7K2026-10-22
Valued Wealth Advisors LLC
UNCHANGED34034000%$32.8K$33.1K+$3332026-11-05
Horrell Capital Management, Inc.
UNCHANGED34034000%$32.8K$33.1K+$3342026-10-08
Maseco LLP
UNCHANGED30030000%$28.9K$29.2K+$3012026-10-27
MassMutual Private Wealth & Trust, FSB
UNCHANGED27427400%$26.4K$26.7K+$2692026-10-05
Frankly Finances, LLC
UNCHANGED26226200%$25.3K$25.5K+$2562026-10-28
Ameliora Wealth Management Ltd.
NEW255—+255——$24.8K—2026-10-23
Center for Financial Planning, Inc.
INCREASED248110+138+125%$10.6K$24.2K+$13.6K2026-10-26
First Horizon Corp
DECREASED2361,036-800-77%$99.9K$23.0K-$76.9K2026-10-26
Byrne Asset Management LLC
UNCHANGED22622600%$21.8K$22.2K+$4312026-10-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED22522500%$21.7K$21.9K+$2202026-10-15
Nemes Rush Group LLC
UNCHANGED22122100%$21.3K$21.5K+$2162026-11-04
Financial Consulate, Inc
UNCHANGED22022000%$21.2K$21.4K+$2152026-10-23
Signature Equity Partners, LLC
UNCHANGED21821800%$21.0K$21.2K+$1872026-10-29
Elevated Capital Advisors, LLC
DECREASED215365-150-41%$35.2K$21.0K-$14.2K2026-11-04
Southern Michigan Bank & Trust
UNCHANGED21521500%$20.7K$21.0K+$2112026-10-19
Murphy & Mullick Capital Management Corp
UNCHANGED18418400%$17.7K$17.9K+$1802026-11-02
Wilkerson Advisory Group LLC
INCREASED178176+2+1%$17.1K$17.3K+$2322026-10-20
RMG Wealth Management LLC
UNCHANGED13213200%$13.3K$13.6K+$3302026-10-26
Newton One Investments LLC
DECREASED123329-206-63%$31.7K$12.0K-$19.8K2026-10-14
Decker Retirement Planning Inc.
UNCHANGED11711700%$11.3K$11.4K+$1152026-10-19
Reyes Financial Architecture, Inc.
DECREASED116224-108-48%$21.6K$11.3K-$10.3K2026-10-22
Allspring Global Investments Holdings, LLC
UNCHANGED11211200%$10.9K$11.0K+$682026-11-04
Birch Financial Group, LLC
NEW106—+106——$10.3K—2026-10-27
Acima Private Wealth, LLC
UNCHANGED10610600%$10.2K$10.3K+$1042026-10-05
Montag A & Associates Inc
UNCHANGED10210200%$9.8K$9.9K+$992026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED98115-17-15%$11.1K$9.6K-$1.5K2026-11-02
Rydar Equities, Inc.
NEW94—+94——$9.4K—2026-10-13
Valley National Advisers Inc
UNCHANGED919100%$8.8K$8.9K+$1192026-10-23
First Bancorp, Inc
UNCHANGED868600%$8.3K$8.4K+$842026-10-26
Farmers & Merchants Investments Inc
UNCHANGED858500%$8.2K$8.3K+$832026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED82945-863-91%$91.3K$8.0K-$83.3K2026-10-14
City Holding Co
UNCHANGED818100%$7.8K$7.9K+$792026-10-19
Flagship Wealth Advisors, LLC
UNCHANGED737300%$7.0K$7.1K+$712026-11-03
Halbert Hargrove Global Advisors, LLC
UNCHANGED676700%$6.5K$6.5K+$662026-10-16
Cape Investment Advisory, Inc.
DECREASED52122-70-57%$11.7K$5.0K-$6.7K2026-10-13
NBT Bank, N.A.
DECREASED501,850-1,800-97%$178.5K$4.9K-$173.6K2026-10-21
Atlantic Edge Private Wealth Management, LLC
NEW43—+43——$4.2K—2026-10-20
NorthAvenue LLC
UNCHANGED424200%$4.0K$4.1K+$412026-10-29
Central Pacific Bank - Trust Division
UNCHANGED404000%$3.9K$3.9K+$402026-10-06
Bay Harbor Wealth Management, LLC
DECREASED3746-9-20%$4.4K$3.6K-$8322026-11-03
Country Trust Bank
DECREASED3664-28-44%$6.2K$3.5K-$2.7K2026-10-30
Foster Dykema Cabot & Partners, LLC
UNCHANGED353500%$3.4K$3.4K+$342026-10-30
Costello Asset Management, Inc
UNCHANGED343400%$3.3K$3.3K+$332026-10-30
GK Wealth Management LLC
NEW31—+31——$3.0K—2026-10-09
William Mack & Associates, Inc.
NEW30—+30——$2.9K—2026-10-27
High Point Wealth Management, LLC
NEW30—+30——$2.9K—2026-11-05
1620 Investment Advisors, Inc.
UNCHANGED303000%$2.9K$2.9K+$292026-11-04
Advocate Investing Services LLC
UNCHANGED242400%$2.3K$2.3K+$242026-10-26
Vermillion Wealth Management, Inc.
DECREASED2067-47-70%$6.5K$1.9K-$4.5K2026-10-26
Pittenger & Anderson Inc
UNCHANGED171700%$1.6K$1.7K+$172026-11-02
Networth Advisors, LLC
UNCHANGED171700%$1.6K$1.7K+$222026-11-03
Laurel Wealth Advisors LLC
NEW15—+15——$1.5K—2026-10-27
Markowski Investments
UNCHANGED151500%$1.4K$1.5K+$152026-10-30
Harbor Capital Advisors, Inc.
UNCHANGED111100%$1$1$02026-10-22
Valley Wealth Managers, Inc.
DECREASED5317-312-98%$30.6K$487-$30.1K2026-10-09
Spurstone Advisory Services, LLC
UNCHANGED4400%$388$392+$42026-11-02
Rachor Investment Advisory Services, LLC
UNCHANGED3300%$292$296+$42026-10-29
Leicht Financial Planning & Wealth Management, Inc.
CLOSED086,141-86,141-100%$8.3M$0-$8.3M2026-11-03
KWB Wealth
CLOSED063,578-63,578-100%$6.1M$0-$6.1M2026-10-16
Cornerstone Wealth Group, LLC
CLOSED031,966-31,966-100%$3.1M$0-$3.1M2026-11-02
Axxcess Wealth Management, LLC
CLOSED028,824-28,824-100%$2.8M$0-$2.8M2026-10-21
Mirae Asset Global Investments Co., Ltd.
CLOSED025,000-25,000-100%$2.4M$0-$2.4M2026-11-03
Beam Wealth Advisors, Inc.
CLOSED016,243-16,243-100%$1.6M$0-$1.6M2026-11-03
True Blue Financial, LLC
CLOSED015,802-15,802-100%$1.5M$0-$1.5M2026-10-15
JB Capital LLC
CLOSED010,390-10,390-100%$1.0M$0-$1.0M2026-10-19
Advisor Resource Council
CLOSED010,199-10,199-100%$983.8K$0-$983.8K2026-11-05
TBH Global Asset Management, LLC
CLOSED09,548-9,548-100%$921.0K$0-$921.0K2026-11-03
Smart Wealth LLC
CLOSED05,669-5,669-100%$546.8K$0-$546.8K2026-11-04
Symphony Financial, Ltd. Co.
CLOSED05,513-5,513-100%$530.5K$0-$530.5K2026-10-22
One Wealth Capital Management, LLC
CLOSED05,300-5,300-100%$511.2K$0-$511.2K2026-10-23
Saxony Capital Management, LLC
CLOSED03,920-3,920-100%$378.1K$0-$378.1K2026-10-15
KPP Advisory Services LLC
CLOSED03,862-3,862-100%$372.5K$0-$372.5K2026-10-26
Howard Financial Services, Ltd.
CLOSED03,789-3,789-100%$365.5K$0-$365.5K2026-10-15
Beaumont Financial Advisors, LLC
CLOSED03,782-3,782-100%$364.8K$0-$364.8K2026-10-22
Polaris Investment Advisors, LLC
CLOSED03,368-3,368-100%$324.9K$0-$324.9K2026-10-20
Guilbault Capital LLC
CLOSED02,866-2,866-100%$276.5K$0-$276.5K2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED02,599-2,599-100%$249.0K$0-$249.0K2026-10-13
Kestra Investment Management, LLC
CLOSED02,568-2,568-100%$247.7K$0-$247.7K2026-11-04
Pinnacle Associates LTD
CLOSED02,553-2,553-100%$246.3K$0-$246.3K2026-10-20
Dhjj Financial Advisors, Ltd.
CLOSED02,497-2,497-100%$240.9K$0-$240.9K2026-10-23
Zenith Solutions, Inc.
CLOSED02,483-2,483-100%$239.6K$0-$239.6K2026-10-19
Alterna Wealth Management, Inc
CLOSED02,417-2,417-100%$233.1K$0-$233.1K2026-10-27
Stegent Equity Advisors, Inc.
CLOSED02,386-2,386-100%$230.2K$0-$230.2K2026-10-13
Insight Advisors, LLC/ PA
CLOSED02,368-2,368-100%$228.4K$0-$228.4K2026-10-22
Total Clarity Wealth Management, Inc.
CLOSED02,347-2,347-100%$226.4K$0-$226.4K2026-10-26
Diesslin Group, Inc.
CLOSED02,337-2,337-100%$225.4K$0-$225.4K2026-10-14
Cornerstone Planning Group LLC
CLOSED02,316-2,316-100%$222.9K$0-$222.9K2026-10-16
Ridgeline Wealth, LLC
CLOSED02,218-2,218-100%$213.9K$0-$213.9K2026-10-14
Horst & Graben Wealth Management LLC
CLOSED02,187-2,187-100%$211.8K$0-$211.8K2026-11-02
Breakwater Capital Group
CLOSED02,179-2,179-100%$210.2K$0-$210.2K2026-10-09
Archford Capital Strategies, LLC
CLOSED02,143-2,143-100%$206.7K$0-$206.7K2026-10-19
Straight Path Wealth Management
CLOSED02,100-2,100-100%$202.6K$0-$202.6K2026-10-23
Gill Capital Partners, LLC
CLOSED01,200-1,200-100%$115.8K$0-$115.8K2026-10-13
MCF Advisors LLC
CLOSED0993-993-100%$95.8K$0-$95.8K2026-10-28
Commonwealth Retirement Investments LLC
CLOSED0804-804-100%$77.6K$0-$77.6K2026-10-26
Cullen T Bankers, Inc.
CLOSED0640-640-100%$61.7K$0-$61.7K2026-10-28
Brooklyn FI, LLC
CLOSED0625-625-100%$60.2K$0-$60.2K2026-11-05
Islay Capital Management, LLC
CLOSED0401-401-100%$38.7K$0-$38.7K2026-10-20
Phillips Financial Management, LLC
CLOSED0272-272-100%$26.2K$0-$26.2K2026-10-19
Founders Capital Management
CLOSED0254-254-100%$24.5K$0-$24.5K2026-10-13
Kozak & Associates, Inc.
CLOSED0223-223-100%$21.6K$0-$21.6K2026-10-29
Raleigh Capital Management Inc.
CLOSED0216-216-100%$20.8K$0-$20.8K2026-10-28
Key Capital Management, Inc
CLOSED0194-194-100%$18.7K$0-$18.7K2026-11-03
Investors Research Corp
CLOSED0186-186-100%$17.9K$0-$17.9K2026-10-07
Investment Research & Advisory Group, Inc.
CLOSED090-90-100%$8.7K$0-$8.7K2026-10-19
CGC Financial Services, LLC
CLOSED068-68-100%$6.6K$0-$6.6K2026-10-13
Portfolio Resources Advisor Group, Inc.
CLOSED062-62-100%$6.0K$0-$6.0K2026-10-20
Montgomery Financial Services LLC
CLOSED024-24-100%$2.3K$0-$2.3K2026-11-03
Robinswood Financial LLC
CLOSED016-16-100%$1.5K$0-$1.5K2026-10-20
Atwood & Palmer Inc
CLOSED010-10-100%$965$0-$9652026-10-08
Creative Capital Management Investments LLC
CLOSED06-6-100%$579$0-$5792026-10-28
Illumine Investment Management, LLC
UNCHANGED000—$754.5K$762.2K+$7.7K2026-10-22
FMR LLC
N/A—15,350,328-15,350,328-100%$1.5B———
Raymond James Financial Inc
N/A—14,642,755-14,642,755-100%$1.4B———
Morgan Stanley
N/A—14,034,510-14,034,510-100%$1.4B———
Bank of America Corp
N/A—12,345,824-12,345,824-100%$1.2B———
LPL Financial LLC
N/A—7,953,963-7,953,963-100%$767.2M———
Millburn Ridgefield LLC
N/A—4,455,291-4,455,291-100%$429.8M———
PNC Financial Services Group, Inc.
N/A—4,247,471-4,247,471-100%$409.7M———
Envestnet Asset Management Inc
N/A—3,763,692-3,763,692-100%$363.0M———
BlackRock, Inc.
N/A—3,457,587-3,457,587-100%$333.5M———
Wells Fargo & Company
N/A—3,396,004-3,396,004-100%$327.6M———
UBS Group AG
N/A—3,119,340-3,119,340-100%$300.9M———
Cetera Investment Advisers
N/A—2,168,165-2,168,165-100%$209.1M———
JPMorgan Chase & Co
N/A—2,029,125-2,029,125-100%$195.1M———
Ameriprise Financial Inc
N/A—1,884,255-1,884,255-100%$181.8M———
SEI Investments Co
N/A—1,582,221-1,582,221-100%$152.6M———
Royal Bank of Canada
N/A—1,556,142-1,556,142-100%$150.1M———
Northwestern Mutual Wealth Management Co
N/A—1,449,879-1,449,879-100%$139.9M———
Beacon Pointe Advisors, LLC
N/A—1,419,542-1,419,542-100%$136.9M———
Cerity Partners LLC
N/A—1,373,229-1,373,229-100%$132.5M———
Jones Financial Companies Lllp
N/A—1,257,338-1,257,338-100%$120.7M———
Johnson Investment Counsel Inc
N/A—1,209,687-1,209,687-100%$116.7M———
Geneos Wealth Management Inc.
N/A—1,177,268-1,177,268-100%$113.6M———
Focus Partners Wealth
N/A—1,114,252-1,114,252-100%$107.5M———
Mercer Global Advisors Inc
N/A—1,067,976-1,067,976-100%$103.0M———
Horizon Investments, LLC
N/A—943,459-943,459-100%$91.0M———
Mariner, LLC
N/A—928,271-928,271-100%$89.5M———
Osaic Holdings, Inc.
N/A—908,696-908,696-100%$87.7M———
Russell Investments Group, Ltd.
N/A—851,515-851,515-100%$82.1M———
Securian Asset Management, Inc
N/A—837,287-837,287-100%$80.9M———
Captrust Financial Advisors
N/A—725,620-725,620-100%$70.0M———
Qube Research & Technologies Ltd
N/A—721,422-721,422-100%$69.6M———
NewEdge Advisors, LLC
N/A—706,484-706,484-100%$68.1M———
MAI Capital Management
N/A—686,315-686,315-100%$66.2M———
HighTower Advisors, LLC
N/A—668,232-668,232-100%$64.5M———
Janney Montgomery Scott LLC
N/A—627,522-627,522-100%$60.5M———
Private Advisor Group, LLC
N/A—600,897-600,897-100%$58.0M———
Stifel Financial Corp
N/A—595,110-595,110-100%$57.4M———
Steward Partners Investment Advisory, LLC
N/A—558,307-558,307-100%$53.9M———
Marshall Wace, LLP
N/A—497,800-497,800-100%$48.0M———
MML Investors Services, LLC
N/A—440,532-440,532-100%$42.5M———
Integrated Wealth Concepts LLC
N/A—427,816-427,816-100%$41.3M———
Barclays PLC
N/A—411,404-411,404-100%$39.7M———
Two Sigma Investments, LP
N/A—387,700-387,700-100%$37.4M———
Glenmede Trust Co NA
N/A—386,309-386,309-100%$37.3M———
Vestcor Inc
N/A—267,168-267,168-100%$25.8M———
Rehmann Capital Advisory Group
N/A—257,439-257,439-100%$24.8M———
Meridian Wealth Advisors, LLC
N/A—255,013-255,013-100%$24.6M———
Adaptive Financial Consulting, LLC
N/A—241,162-241,162-100%$23.3M———
Lester Murray Antman dba SimplyRich
N/A—226,613-226,613-100%$21.9M———
&partners
N/A—224,607-224,607-100%$21.8M———
OneDigital Investment Advisors LLC
N/A—223,733-223,733-100%$21.6M———
Baron Silver Stevens Financial Advisors, LLC
N/A—221,195-221,195-100%$21.3M———
CIBC World Market Inc.
N/A—219,776-219,776-100%$21.2M———
Sanctuary Advisors, LLC
N/A—215,785-215,785-100%$20.8M———
Dynasty Wealth Management, LLC
N/A—199,658-199,658-100%$19.3M———
Wealth Advisors of Iowa, LLC
N/A—197,413-197,413-100%$19.0M———
Stratos Wealth Partners, Ltd.
N/A—196,227-196,227-100%$18.9M———
Rockefeller Capital Management L.P.
N/A—195,770-195,770-100%$18.9M———
United Capital Financial Advisors, LLC
N/A—189,103-189,103-100%$18.2M———
Merit Financial Group, LLC
N/A—183,663-183,663-100%$17.7M———
Equitable Holdings, Inc.
N/A—175,596-175,596-100%$16.9M———
Summit Wealth Partners, LLC
N/A—173,650-173,650-100%$16.8M———
Sequoia Financial Advisors, LLC
N/A—150,253-150,253-100%$14.5M———
Sovereign Investment Advisors, LLC
N/A—149,994-149,994-100%$14.5M———
Valmark Advisers, Inc.
N/A—148,849-148,849-100%$14.4M———
KilterHowling LLC
N/A—142,089-142,089-100%$13.7M———
EP Wealth Advisors, LLC
N/A—139,146-139,146-100%$13.4M———
Goldman Sachs Group Inc
N/A—131,603-131,603-100%$12.7M———
Capital Financial Group Inc\co\
N/A—131,524-131,524-100%$12.7M———
TD Capital Management LLC
N/A—126,855-126,855-100%$12.2M———
Fortune Financial Advisors, LLC
N/A—126,013-126,013-100%$12.2M———
AQR Capital Management LLC
N/A—120,825-120,825-100%$11.7M———
Ancora Advisors LLCA
N/A—111,141-111,141-100%$10.7M———
Money Concepts Capital Corp
N/A—110,505-110,505-100%$10.7M———
Bay Rivers Group
N/A—107,471-107,471-100%$10.4M———
Bellwether Advisors, LLC
N/A—105,891-105,891-100%$10.2M———
Principal Securities, Inc.
N/A—105,628-105,628-100%$10.2M———
Arax Advisory Partners
N/A—102,656-102,656-100%$9.9M———
Cresset Asset Management, LLC
N/A—101,161-101,161-100%$9.8M———
Savant Capital, LLC
N/A—101,004-101,004-100%$9.8M———
Snowden Capital Advisors LLC
N/A—100,285-100,285-100%$9.7M———
MA Private Wealth
N/A—98,051-98,051-100%$9.5M———
Franklin Resources Inc
N/A—97,072-97,072-100%$9.4M———
10Elms LLP
N/A—96,403-96,403-100%$9.3M———
Advyzon Investment Management, LLC
N/A—95,461-95,461-100%$9.2M———
Alpha Capital Advisors Inc
N/A—93,920-93,920-100%$9.1M———
Envestnet Portfolio Solutions, Inc.
N/A—90,916-90,916-100%$8.8M———
Torrey-Payne Wealth Management, LLC
N/A—87,462-87,462-100%$8.4M———
Baird Financial Group, Inc.
N/A—86,684-86,684-100%$8.4M———
Gladstone Institutional Advisory LLC
N/A—84,449-84,449-100%$8.1M———
Custos Family Office, LLC
N/A—84,419-84,419-100%$8.1M———
Hamilton Capital Partners, LLC
N/A—84,062-84,062-100%$8.1M———
Shepherd Kaplan Krochuk, LLC
N/A—83,929-83,929-100%$8.1M———
Alliancebernstein L.P.
N/A—82,842-82,842-100%$7.7M———
Silvercrest Asset Management Group LLC
N/A—79,383-79,383-100%$7.7M———
M&T Bank Corp
N/A—78,689-78,689-100%$7.6M———
Stock Yards Bank & Trust Co
N/A—78,499-78,499-100%$7.6M———
Essex Financial Services, Inc.
N/A—77,917-77,917-100%$7.5M———
Quantinno Capital Management LP
N/A—77,837-77,837-100%$7.5M———
Summit Financial, LLC
N/A—77,388-77,388-100%$7.5M———
Blair William & Co
N/A—77,283-77,283-100%$7.5M———
Manufacturers Life Insurance Company, the
N/A—77,277-77,277-100%$6.0M———
Clearstead Advisors, LLC
N/A—76,855-76,855-100%$7.4M———
Van Hulzen Asset Management, LLC
N/A—76,015-76,015-100%$7.3M———
Ibex Wealth Advisors
N/A—75,222-75,222-100%$7.3M———
Prime Buchholz LLC
N/A—74,598-74,598-100%$7.2M———
BFC Planning, Inc.
N/A—74,511-74,511-100%$7.2M———
Citadel Advisors LLC
N/A—74,265-74,265-100%$7.2M———
Mayflower Financial Advisors, LLC
N/A—72,931-72,931-100%$7.0M———
FAS Wealth Partners, Inc.
N/A—71,754-71,754-100%$6.9M———
SageView Advisory Group, LLC
N/A—71,674-71,674-100%$6.9M———
Avant Capital LLC
N/A—70,218-70,218-100%$6.8M———
Western Wealth Management, LLC
N/A—70,041-70,041-100%$6.8M———
Aptus Capital Advisors, LLC
N/A—69,675-69,675-100%$6.7M———
Bank of Montreal
N/A—69,480-69,480-100%$6.7M———
Family Manage LLC
N/A—69,405-69,405-100%$6.7M———
Allred Capital Management, LLC
N/A—68,202-68,202-100%$6.6M———
Advisory Services Network, LLC
N/A—67,139-67,139-100%$6.5M———
Wharton Business Group, LLC
N/A—66,592-66,592-100%$6.4M———
World Investment Advisors
N/A—65,650-65,650-100%$6.1M———
Quotient Wealth Partners, LLC
N/A—65,552-65,552-100%$6.3M———
Choate Investment Advisors
N/A—65,374-65,374-100%$6.3M———
UMB Bank, n.a.
N/A—65,223-65,223-100%$6.3M———
Investment Advisory Group, LLC
N/A—63,504-63,504-100%$6.1M———
IHT Wealth Management, LLC
N/A—62,285-62,285-100%$6.0M———
Foundations Investment Advisors, LLC
N/A—61,035-61,035-100%$5.9M———
Sequent Asset Management, LLC
N/A—60,752-60,752-100%$5.9M———
Allworth Financial LP
N/A—60,627-60,627-100%$5.8M———
Modern Wealth Management, LLC
N/A—59,864-59,864-100%$5.8M———
Global Retirement Partners, LLC
N/A—58,992-58,992-100%$5.7M———
Gotham Asset Management, LLC
N/A—58,833-58,833-100%$5.7M———
Dakota Wealth Management
N/A—58,525-58,525-100%$5.6M———
Waverly Advisors, LLC
N/A—58,290-58,290-100%$5.6M———
Colonial Trust Advisors
N/A—57,953-57,953-100%$5.6M———
Modus Advisors, LLC
N/A—57,231-57,231-100%$5.5M———
Arkadios Wealth Advisors
N/A—56,363-56,363-100%$5.4M———
Gateway Wealth Partners, LLC
N/A—56,096-56,096-100%$5.4M———
Performance Wealth Partners, LLC
N/A—55,168-55,168-100%$5.3M———
Compton Financial Group, LLC
N/A—54,802-54,802-100%$5.3M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—52,500-52,500-100%$5.1M———
Ameritas Advisory Services, LLC
N/A—50,888-50,888-100%$4.9M———
Intrust Bank NA
N/A—50,625-50,625-100%$4.9M———
CreativeOne Wealth, LLC
N/A—47,540-47,540-100%$4.6M———
Squarepoint Ops LLC
N/A—47,281-47,281-100%$4.6M———
Haverford Trust Co
N/A—46,625-46,625-100%$4.5M———
Focus Partners Advisor Solutions, LLC
N/A—46,437-46,437-100%$4.5M———
Muirfield Wealth Advisors LLC
N/A—46,375-46,375-100%$4.5M———
Roehl & Yi Investment Advisors, LLC
N/A—44,935-44,935-100%$4.3M———
Round Rock Advisors LLC
N/A—44,307-44,307-100%$4.3M———
Capital Advisor Network LLC
N/A—44,168-44,168-100%$4.3M———
Balyasny Asset Management L.P.
N/A—44,126-44,126-100%$4.3M———
IFG Advisory, LLC
N/A—43,211-43,211-100%$4.2M———
Great Valley Advisor Group, Inc.
N/A—42,793-42,793-100%$4.1M———
Fiduciary Trust Co
N/A—42,732-42,732-100%$4.1M———
RIK Saylor Financial, Inc.
N/A—42,714-42,714-100%$4.1M———
Commerce Bank
N/A—42,642-42,642-100%$4.1M———
Cozad Asset Management Inc
N/A—41,786-41,786-100%$4.0M———
Fidelis Capital Partners, LLC
N/A—41,734-41,734-100%$4.0M———
Kingsview Wealth Management, LLC
N/A—41,728-41,728-100%$4.0M———
Mandatum Life Insurance Co Ltd
N/A—41,527-41,527-100%$4.0M———
Natixis Advisors, LLC
N/A—41,290-41,290-100%$4.0M———
Keystone Financial Group
N/A—41,029-41,029-100%$4.0M———
Delos Wealth Advisors, LLC
N/A—40,661-40,661-100%$3.9M———
Houlihan Financial Resource Group, Ltd.
N/A—39,311-39,311-100%$3.8M———
Point72 Asset Management, L.P.
N/A—39,222-39,222-100%$3.8M———
O'shaughnessy Asset Management, LLC
N/A—38,935-38,935-100%$3.8M———
AE Wealth Management LLC
N/A—38,892-38,892-100%$3.8M———
Flatrock Wealth Partners LLC
N/A—37,500-37,500-100%$3.6M———
Kirtland Hills Capital Management, LLC
N/A—37,460-37,460-100%$3.6M———
Collier Financial
N/A—37,368-37,368-100%$3.6M———
Hobbs Group Advisors, LLC
N/A—35,788-35,788-100%$3.5M———
Carr Financial Group Corp
N/A—35,546-35,546-100%$3.4M———
Quadrature Capital Ltd
N/A—35,265-35,265-100%$3.4M———
Petix & Botte Co
N/A—34,820-34,820-100%$3.4M———
Mutual Advisors, LLC
N/A—34,796-34,796-100%$3.4M———
Harbour Investments, Inc.
N/A—34,169-34,169-100%$3.3M———
Savvy Advisors, Inc.
N/A—34,139-34,139-100%$3.3M———
Fortis Group Advisors, LLC
N/A—33,677-33,677-100%$3.2M———
Orion Porfolio Solutions, LLC
N/A—32,599-32,599-100%$3.1M———
MorganRosel Wealth Management, LLC
N/A—32,211-32,211-100%$3.1M———
Guardian Wealth Advisors, LLC / NC
N/A—32,037-32,037-100%$3.1M———
Johnson Financial Group, Inc.
N/A—31,908-31,908-100%$3.1M———
Tradition Wealth Management, LLC
N/A—31,864-31,864-100%$3.1M———
Strategic Investment Advisors / MI
N/A—31,773-31,773-100%$3.1M———
HHM Wealth Advisors, LLC
N/A—31,408-31,408-100%$3.0M———
Icon Wealth Advisors, LLC
N/A—31,310-31,310-100%$3.0M———
Nwam LLC
N/A—30,637-30,637-100%$3.0M———
NewEdge Wealth, LLC
N/A—30,255-30,255-100%$2.9M———
Tacita Capital Inc
N/A—30,052-30,052-100%$2.9M———
New England Asset Management Inc
N/A—29,950-29,950-100%$2.9M———
Partners Capital Investment Group, LLP
N/A—29,558-29,558-100%$2.9M———
Empowered Funds, LLC
N/A—29,306-29,306-100%$2.8M———
Level Four Advisory Services, LLC
N/A—29,226-29,226-100%$2.8M———
Sheridan Capital Management, LLC
N/A—29,102-29,102-100%$2.8M———
Mcmorgan & Co LLC
N/A—28,304-28,304-100%$2.7M———
One Wealth Advisors, LLC
N/A—27,093-27,093-100%$2.6M———
Hansen & Associates Financial Group, Inc.
N/A—26,847-26,847-100%$2.6M———
NorthRock Partners, LLC
N/A—26,580-26,580-100%$2.6M———
Per Stirling Capital Management, Llc.
N/A—25,331-25,331-100%$2.4M———
Cary Street Partners Financial LLC
N/A—24,836-24,836-100%$2.4M———
National Bank of Canada
N/A—24,732-24,732-100%$2.4M———
Whittier Trust Co
N/A—24,511-24,511-100%$2.4M———
Regal Investment Advisors LLC
N/A—24,147-24,147-100%$2.3M———
UBS Asset Management Americas LLC
N/A—23,160-23,160-100%$2.2M———
Magnolia Capital Advisors LLC
N/A—23,131-23,131-100%$2.2M———
Calton & Associates, Inc.
N/A—22,090-22,090-100%$2.1M———
Pallas Capital Advisors LLC
N/A—21,885-21,885-100%$2.1M———
Chilton Investment Co Inc.
N/A—21,500-21,500-100%$2.1M———
Hilltop Partners LLC
N/A—21,138-21,138-100%$2.0M———
Arcus Capital Partners, LLC
N/A—20,611-20,611-100%$2.0M———
Benjamin Edwards Inc
N/A—19,939-19,939-100%$1.9M———
Stephens Inc
N/A—19,284-19,284-100%$1.9M———
Diversified Trust Co
N/A—18,922-18,922-100%$1.8M———
Tanglewood Legacy Advisors, LLC
N/A—18,787-18,787-100%$1.8M———
Intellectus Partners, LLC
N/A—18,164-18,164-100%$1.8M———
Vanguard National Trust Co
N/A—17,922-17,922-100%$1.7M———
Smartleaf Asset Management LLC
N/A—17,804-17,804-100%$1.7M———
Thompson David Blair
N/A—17,668-17,668-100%$1.7M———
Caprock Group, LLC
N/A—17,581-17,581-100%$1.7M———
Forum Private Client Group LLC
N/A—17,574-17,574-100%$1.7M———
Addison Capital Co
N/A—17,478-17,478-100%$1.7M———
Scotia Capital Inc.
N/A—17,100-17,100-100%$1.6M———
Huntington National Bank
N/A—17,046-17,046-100%$1.6M———
Keebeck Wealth Management
N/A—17,027-17,027-100%$1.6M———
Tranquilli Financial Advisor LLC
N/A—16,956-16,956-100%$1.6M———
Nest Investments, LLC
N/A—16,844-16,844-100%$1.6M———
HighPoint Advisor Group LLC
N/A—16,755-16,755-100%$1.6M———
Centric Wealth Management
N/A—16,500-16,500-100%$1.6M———
Purpose Unlimited Inc.
N/A—16,495-16,495-100%$1.6M———
Aspire Growth Partners LLC
N/A—16,420-16,420-100%$1.6M———
Vestmark Advisory Solutions, Inc.
N/A—16,342-16,342-100%$1.6M———
CCG Wealth Management, LLC
N/A—15,905-15,905-100%$1.5M———
5T Wealth, LLC
N/A—15,869-15,869-100%$1.5M———
Jaffetilchin Investment Partners, LLC
N/A—15,827-15,827-100%$1.5M———
CIBC Bancorp USA Inc.
N/A—15,720-15,720-100%$1.5M———
Northern Trust Corp
N/A—15,619-15,619-100%$1.5M———
Wescott Financial Advisory Group, LLC
N/A—15,565-15,565-100%$1.5M———
Composition Wealth, LLC
N/A—15,474-15,474-100%$1.5M———
Nuveen, LLC
N/A—15,446-15,446-100%$1.5M———
Smart Money Group LLC
N/A—15,443-15,443-100%$1.5M———
New Insight Wealth Advisors
N/A—15,421-15,421-100%$1.5M———
Brown Advisory Inc
N/A—15,371-15,371-100%$1.5M———
Atlas Legacy Advisors, LLC
N/A—15,253-15,253-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—14,635-14,635-100%$1.4M———
Bcgm Wealth Management, LLC
N/A—14,542-14,542-100%$1.4M———
Mosaic Family Wealth Partners, LLC
N/A—14,287-14,287-100%$1.4M———
Perennial Investment Advisors, LLC
N/A—14,196-14,196-100%$1.4M———
Safeguard Investment Advisory Group, LLC
N/A—14,050-14,050-100%$1.4M———
Trustmark Bank Trust Department
N/A—13,794-13,794-100%$1.3M———
Centaurus Financial, Inc.
N/A—13,702-13,702-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—13,636-13,636-100%$1.3M———
Yarger Wealth Strategies, LLC
N/A—13,525-13,525-100%$1.3M———
Wealth Management Associates, Inc.
N/A—13,322-13,322-100%$1.3M———
Leavell Investment Management, Inc.
N/A—13,226-13,226-100%$1.3M———
Goldstone Financial Group, LLC
N/A—13,203-13,203-100%$1.3M———
EWA, LLC
N/A—13,193-13,193-100%$1.3M———
Smith, Moore & Co.
N/A—12,970-12,970-100%$1.3M———
Shufro Rose & Co LLC
N/A—12,928-12,928-100%$1.2M———
Kastel Capital Advisors, LLC
N/A—12,922-12,922-100%$1.2M———
JMG Financial Group, Ltd.
N/A—12,847-12,847-100%$1.2M———
J.E. Simmons & Co., P.C.
N/A—12,291-12,291-100%$1.2M———
Oxinas Partners, LLC
N/A—12,289-12,289-100%$1.2M———
Concentrum Wealth Management
N/A—12,231-12,231-100%$1.2M———
CFO4Life Group, LLC
N/A—12,176-12,176-100%$1.2M———
Verity Wealth Advisors
N/A—12,102-12,102-100%$1.2M———
Keating Financial Advisory Services, Inc.
N/A—12,090-12,090-100%$1.2M———
WCG Wealth Advisors LLC
N/A—12,084-12,084-100%$1.2M———
Beta Wealth Group, Inc.
N/A—12,026-12,026-100%$1.2M———
Strait & Sound Wealth Management LLC
N/A—11,957-11,957-100%$1.2M———
Hershey Financial Advisers, LLC
N/A—11,920-11,920-100%$1.1M———
Moors & Cabot, Inc.
N/A—11,800-11,800-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—11,698-11,698-100%$1.1M———
Chatterton & Associates Inc.
N/A—11,599-11,599-100%$1.1M———
PMG Wealth Management, Inc.
N/A—11,513-11,513-100%$1.1M———
Advisory Alpha, LLC
N/A—11,451-11,451-100%$1.1M———
Granite Bay Wealth Management, LLC
N/A—11,421-11,421-100%$1.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—11,418-11,418-100%$1.1M———
Summit Trail Advisors, LLC
N/A—11,203-11,203-100%$1.1M———
Transcend Capital Advisors, LLC
N/A—11,138-11,138-100%$1.1M———
Wealthfront Advisers LLC
N/A—11,074-11,074-100%$1.1M———
Compass Capital Corp
N/A—10,996-10,996-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—10,945-10,945-100%$1.1M———
Legacy Financial Advisors, Inc.
N/A—10,797-10,797-100%$1.0M———
Bravias Capital Group, LLC
N/A—10,696-10,696-100%$1.0M———
Schrum Private Wealth Management LLC
N/A—10,676-10,676-100%$907.4K———
Cardiff Park Advisors, LLC
N/A—10,538-10,538-100%$1.0M———
Capital Group Private Client Services, Inc.
N/A—10,416-10,416-100%$1.0M———
Fort Point Capital Partners LLC
N/A—10,406-10,406-100%$1.0M———
Inspire Advisors, LLC
N/A—10,362-10,362-100%$1.0M———
Sound View Wealth Advisors Group, LLC
N/A—10,286-10,286-100%$992.2K———
Arrowroot Family Office, LLC
N/A—10,037-10,037-100%$968.1K———
Maridea Wealth Management LLC
N/A—9,896-9,896-100%$954.5K———
Hilltop Holdings Inc.
N/A—9,869-9,869-100%$952.0K———
GTS Securities LLC
N/A—9,850-9,850-100%$950.1K———
Dravo BAY LLC
N/A—9,806-9,806-100%$945.9K———
Select Asset Management & Trust
N/A—9,775-9,775-100%$943.0K———
Tolleson Wealth Management, Inc.
N/A—9,669-9,669-100%$932.7K———
Oversea-Chinese Banking Corp Ltd
N/A—9,482-9,482-100%$914.6K———
Brown Brothers Harriman & Co
N/A—9,242-9,242-100%$891.5K———
Prosperity Consulting Group, LLC
N/A—9,225-9,225-100%$889.8K———
Sachetta, LLC
N/A—9,209-9,209-100%$888.3K———
WFA of San Diego, LLC
N/A—9,158-9,158-100%$928.3K———
Fiduciary Group, LLC
N/A—9,061-9,061-100%$874.0K———
Federation des caisses Desjardins du Quebec
N/A—8,952-8,952-100%$863.5K———
Liberty Wealth Management LLC
N/A—8,917-8,917-100%$828.0K———
First Trust Advisors LP
N/A—8,678-8,678-100%$837.1K———
Stonebrook Private Inc.
N/A—8,631-8,631-100%$832.5K———
Colonial Trust Co / SC
N/A—8,627-8,627-100%$832.2K———
Financial Sense Advisors, Inc.
N/A—8,474-8,474-100%$817.4K———
Mission Creek Capital Partners, Inc.
N/A—8,312-8,312-100%$801.7K———
ProVise Management Group, LLC
N/A—8,288-8,288-100%$799.5K———
Prasad Wealth Partners, LLC
N/A—8,260-8,260-100%$796.8K———
Kovack Advisors, Inc.
N/A—8,194-8,194-100%$792.3K———
PFG Investments, LLC
N/A—8,162-8,162-100%$787.3K———
17 Capital Partners, LLC
N/A—8,157-8,157-100%$786.8K———
Moneta Group Investment Advisors LLC
N/A—8,145-8,145-100%$785.7K———
Neuberger Berman Group LLC
N/A—8,089-8,089-100%$780.3K———
Cambria Investment Management, L.P.
N/A—8,054-8,054-100%$776.9K———
Aimz Investment Advisors, LLC
N/A—8,024-8,024-100%$774.0K———
Wealthspire Advisors, LLC
N/A—7,978-7,978-100%$769.6K———
Belpointe Asset Management LLC
N/A—7,691-7,691-100%$742.0K———
West Michigan Advisors, LLC
N/A—7,674-7,674-100%$740.2K———
Brookwood Investment Group LLC
N/A—7,347-7,347-100%$708.7K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—7,340-7,340-100%$708.0K———
Advisors Capital Management, LLC
N/A—7,236-7,236-100%$698.0K———
Bouchey Financial Group, Ltd.
N/A—7,193-7,193-100%$693.8K———
GatePass Capital, LLC
N/A—7,173-7,173-100%$691.9K———
Yukon Wealth Management, Inc.
N/A—7,098-7,098-100%$684.7K———
IEQ Capital, LLC
N/A—7,086-7,086-100%$683.5K———
Alta Wealth Advisors LLC
N/A—7,070-7,070-100%$681.9K———
Edgestream Partners, L.P.
N/A—7,058-7,058-100%$680.8K———
Bessemer Group Inc
N/A—7,006-7,006-100%$676.0K———
Alpha Zero LLC
N/A—6,944-6,944-100%$674.5K———
Financial Engines Advisors L.L.C.
N/A—6,928-6,928-100%$668.3K———
Pathstone Holdings, LLC
N/A—6,899-6,899-100%$665.6K———
Kintra Wealth, LLC
N/A—6,753-6,753-100%$684.6K———
Vertex Planning Partners, LLC
N/A—6,734-6,734-100%$649.6K———
JT Stratford LLC
N/A—6,732-6,732-100%$649.4K———
Wealthspire Retirement, LLC
N/A—6,726-6,726-100%$648.8K———
Kerr Financial Planning Corp
N/A—6,686-6,686-100%$644.9K———
Waddell & Associates, LLC
N/A—6,470-6,470-100%$624.1K———
Banco Santander, S.A.
N/A—6,440-6,440-100%$621.2K———
QRG Capital Management, Inc.
N/A—6,389-6,389-100%$616.3K———
Sovereign Financial Group, Inc.
N/A—6,332-6,332-100%$610.8K———
Stonebridge Financial Planning Group, LLC
N/A—6,330-6,330-100%$610.6K———
Curi Capital, LLC
N/A—6,185-6,185-100%$596.6K———
Venturi Wealth Management, LLC
N/A—6,138-6,138-100%$592.1K———
Headinvest, LLC
N/A—6,125-6,125-100%$590.8K———
Ameritas Investment Partners, Inc.
N/A—6,100-6,100-100%$588.4K———
CVA Family Office, LLC
N/A—6,074-6,074-100%$585.9K———
Sfmg, LLC
N/A—6,007-6,007-100%$579.4K———
Becker Capital Management Inc
N/A—5,981-5,981-100%$576.9K———
Barnes Wealth Management Group, Inc
N/A—5,946-5,946-100%$573.6K———
Flputnam Investment Management Co
N/A—5,938-5,938-100%$574.6K———
Wealth Alliance, LLC
N/A—5,780-5,780-100%$557.6K———
Jane Street Group, LLC
N/A—5,695-5,695-100%$549.3K———
Vista Capital Partners, Inc.
N/A—5,633-5,633-100%$543.3K———
Everpar Advisors LLC
N/A—5,616-5,616-100%$541.7K———
Eldridge Investment Advisors, Inc.
N/A—5,611-5,611-100%$541.2K———
Ballentine Partners, LLC
N/A—5,605-5,605-100%$540.7K———
SHP Wealth Management
N/A—5,603-5,603-100%$540.4K———
Webster Bank, N. A.
N/A—5,523-5,523-100%$532.7K———
Warner Financial, Inc
N/A—5,501-5,501-100%$530.6K———
Wealthgarden F.S. LLC
N/A—5,459-5,459-100%$526.6K———
RWA Wealth Partners, LLC
N/A—5,402-5,402-100%$521.1K———
Star Financial Bank
N/A—5,300-5,300-100%$511.2K———
Whittier Trust Co of Nevada Inc
N/A—5,226-5,226-100%$514.0K———
Pettyjohn, Wood & White, Inc
N/A—5,196-5,196-100%$501.2K———
Peapack Gladstone Financial Corp
N/A—5,187-5,187-100%$500.0K———
New Republic Capital, LLC
N/A—5,164-5,164-100%$498.1K———
Lcnb Corp
N/A—5,150-5,150-100%$496.8K———
Cofg Advisors, LLC
N/A—5,107-5,107-100%$492.6K———
Harborfront Financial Group LLC
N/A—5,023-5,023-100%$484.5K———
BNP Paribas Financial Markets
N/A—5,009-5,009-100%$483.2K———
Crabel Capital Management, LLC
N/A—5,000-5,000-100%$482.3K———
Pinnacle Financial Partners, Inc.
N/A—4,905-4,905-100%$473.2K———
Freestone Capital Holdings, LLC
N/A—4,859-4,859-100%$468.7K———
Quantbot Technologies LP
N/A—4,849-4,849-100%$467.7K———
Collaborative Wealth Managment Inc.
N/A—4,726-4,726-100%$455.9K———
Oakmont Advisory Group, LLC
N/A—4,717-4,717-100%$455.0K———
Vanguard Personalized Indexing Management, LLC
N/A—4,668-4,668-100%$450.3K———
Old North State Trust, LLC
N/A—4,605-4,605-100%$444.0K———
Destination Wealth Management
N/A—4,516-4,516-100%$435.6K———
Institute for Wealth Management, Llc.
N/A—4,444-4,444-100%$428.7K———
Independent Advisor Alliance
N/A—4,412-4,412-100%$425.6K———
Manhattan West Asset Management, LLC
N/A—4,390-4,390-100%$423.5K———
Fisher Asset Management, LLC
N/A—4,384-4,384-100%$422.9K———
EQ LLC
N/A—4,267-4,267-100%$411.6K———
Legacy Trust
N/A—4,265-4,265-100%$411.4K———
Hancock Whitney Corp
N/A—4,261-4,261-100%$411.0K———
Moment Partners, LLC
N/A—4,172-4,172-100%$402.4K———
Planning Directions Inc
N/A—4,053-4,053-100%$391.0K———
Shelton Capital Management
N/A—4,047-4,047-100%$390.4K———
United Bank
N/A—4,018-4,018-100%$387.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,012-4,012-100%$387.0K———
Ariadne Wealth Management, LP
N/A—3,976-3,976-100%$383.5K———
Empire Life Investments Inc.
N/A—3,947-3,947-100%$380.7K———
Vanguard Advisers Inc
N/A—3,921-3,921-100%$378.2K———
Maripau Wealth Management LLC
N/A—3,879-3,879-100%$374.2K———
Tocqueville Asset Management L.P.
N/A—3,854-3,854-100%$371.8K———
Mairs & Power Inc
N/A—3,826-3,826-100%$368.9K———
Fairview Capital Investment Management, LLC
N/A—3,810-3,810-100%$367.5K———
Triton Financial Group Inc
N/A—3,774-3,774-100%$364.0K———
GenTrust, LLC
N/A—3,774-3,774-100%$364.0K———
1ST Source Bank
N/A—3,714-3,714-100%$358.3K———
EFG International AG
N/A—3,713-3,713-100%$358.2K———
Alan B Lancz & Associates, Inc.
N/A—3,700-3,700-100%$356.9K———
Vantus Wealth LLC
N/A—3,683-3,683-100%$355.3K———
Baker Avenue Asset Management, LP
N/A—3,653-3,653-100%$352.4K———
Rowlandmiller & Partners.adv
N/A—3,632-3,632-100%$350.3K———
Chancellor Financial Group WB LP
N/A—3,623-3,623-100%$349.5K———
McElhenny Sheffield Capital Management, LLC
N/A—3,623-3,623-100%$349.5K———
Titiun Yejiel
N/A—3,605-3,605-100%$347.7K———
Stokes Family Office, LLC
N/A—3,598-3,598-100%$347.1K———
Uniting Wealth Partners, LLC
N/A—3,585-3,585-100%$345.8K———
Cascades Capital Asset Management, LLC
N/A—3,532-3,532-100%$340.7K———
Phillips Wealth Planners LLC
N/A—3,491-3,491-100%$343.3K———
Opus Financial Solutions LLC
N/A—3,456-3,456-100%$333.4K———
Capital Analysts, LLC
N/A—3,455-3,455-100%$327.0K———
Smithfield Trust Co
N/A—3,436-3,436-100%$326———
Insigneo Advisory Services, LLC
N/A—3,411-3,411-100%$329.0K———
Oxford Financial Group, Ltd. LLC
N/A—3,391-3,391-100%$327.1K———
GWN Securities Inc.
N/A—3,356-3,356-100%$323.7K———
FCA Corp
N/A—3,272-3,272-100%$315.6K———
Betterment LLC
N/A—3,175-3,175-100%$306.0K———
Wescap Management Group, Inc.
N/A—3,163-3,163-100%$305.1K———
Clearwater Capital Advisors, LLC
N/A—3,155-3,155-100%$304.3K———
Empower Advisory Group, LLC
N/A—3,126-3,126-100%$301.5K———
Fiduciary Financial Advisors
N/A—3,120-3,120-100%$301.0K———
Tradewinds, Llc.
N/A—3,113-3,113-100%$1.2M———
Vision Retirement, LLC
N/A—3,106-3,106-100%$299.6K———
Mosaic Financial Group, LLC
N/A—3,100-3,100-100%$299.0K———
Donaldson Capital Management, LLC
N/A—3,100-3,100-100%$299.1K———
Cvfg LLC
N/A—3,092-3,092-100%$298.3K———
Marble Wealth, LLC
N/A—3,035-3,035-100%$292.8K———
Bartlett & Co. Wealth Management LLC
N/A—3,020-3,020-100%$291.3K———
Stratos Wealth Advisors, LLC
N/A—2,981-2,981-100%$287.6K———
Silver OAK Securities, Incorporated
N/A—2,977-2,977-100%$287.1K———
Front Row Advisors LLC
N/A—2,970-2,970-100%$299.2K———
Founders Financial Alliance, LLC
N/A—2,908-2,908-100%$280.5K———
Kickstand Ventures, Llc.
N/A—2,904-2,904-100%$280.1K———
Carl P. Sherr & Co., LLC
N/A—2,865-2,865-100%$276.4K———
Evercore Wealth Management, LLC
N/A—2,864-2,864-100%$276.3K———
Greenwich Wealth Management LLC
N/A—2,859-2,859-100%$276.0K———
Clarity Financial LLC
N/A—2,843-2,843-100%$274.3K———
Proficio Capital Partners LLC
N/A—2,800-2,800-100%$270.1K———
OneAscent Wealth Management LLC
N/A—2,795-2,795-100%$269.6K———
Ketron Financial
N/A—2,766-2,766-100%$266.8K———
Perissos Private Wealth Management, LLC
N/A—2,765-2,765-100%$266.7K———
Headlands Technologies LLC
N/A—2,754-2,754-100%$265.7K———
Rothschild Wealth LLC
N/A—2,747-2,747-100%$265.0K———
Coldstream Capital Management Inc
N/A—2,736-2,736-100%$263.9K———
Carson Advisory Inc.
N/A—2,716-2,716-100%$262.0K———
Monograph Wealth Advisors, LLC
N/A—2,691-2,691-100%$259.6K———
Pgim Custom Harvest LLC
N/A—2,680-2,680-100%$258.5K———
Alpha Financial Partners LLC
N/A—2,679-2,679-100%$258.4K———
Cahill Financial Advisors Inc
N/A—2,669-2,669-100%$257.5K———
Crux Wealth Advisors
N/A—2,660-2,660-100%$256.6K———
Storen Legacy Partners, LLC
N/A—2,633-2,633-100%$254.0K———
Purkiss Capital Advisors LLC
N/A—2,599-2,599-100%$250.7K———
Carter Financial, LLC
N/A—2,590-2,590-100%$249.8K———
Pursuit Wealth Strategies, LLC
N/A—2,582-2,582-100%$249.1K———
Pinnacle Family Advisors, LLC
N/A—2,580-2,580-100%$248.9K———
Avalon Trust Co
N/A—2,550-2,550-100%$246.0K———
NCM Capital Management, LLC
N/A—2,539-2,539-100%$244.9K———
Bridgewater Advisors Inc.
N/A—2,530-2,530-100%$248.6K———
Strategic Wealth Partners, Ltd.
N/A—2,527-2,527-100%$243.8K———
Community Bank, N.A.
N/A—2,500-2,500-100%$241.2K———
Heritage Wealth Advisors
N/A—2,478-2,478-100%$239.0K———
TFR Capital, Llc.
N/A—2,459-2,459-100%$237.2K———
S&T Bank
N/A—2,442-2,442-100%$235.6K———
Clark Capital Management Group, Inc.
N/A—2,412-2,412-100%$232.7K———
Pacific SUN Financial Corp
N/A—2,392-2,392-100%$230.7K———
Painted Porch Advisors LLC
N/A—2,375-2,375-100%$229.1K———
Pure Financial Advisors, LLC
N/A—2,369-2,369-100%$228.5K———
Anchor Investment Management, LLC
N/A—2,357-2,357-100%$227.3K———
Argent Trust Co
N/A—2,328-2,328-100%$224.6K———
Range Advisory, LLC
N/A—2,306-2,306-100%$222.4K———
Medallion Wealth Advisors, LLC
N/A—2,304-2,304-100%$202.9K———
McCartney Wealth Management LLC
N/A—2,303-2,303-100%$222.1K———
Kelman-Lazarov, Inc.
N/A—2,301-2,301-100%$222.0K———
Continuum Advisory, LLC
N/A—2,297-2,297-100%$221.6K———
Edmond de Rothschild Holding S.A.
N/A—2,250-2,250-100%$217.0K———
Resurgent Financial Advisors LLC
N/A—2,249-2,249-100%$216.9K———
Accretive Wealth Partners, LLC
N/A—2,242-2,242-100%$216.2K———
Chokshi & Queen Wealth Advisors, Inc
N/A—2,216-2,216-100%$213.8K———
Glen Eagle Advisors, LLC
N/A—2,194-2,194-100%$211.7K———
Oakwell Private Wealth Management, LLC
N/A—2,177-2,177-100%$210.0K———
Pine Harbor Wealth Management, LLC
N/A—2,172-2,172-100%$209.5K———
Pacific Point Advisors, LLC
N/A—2,169-2,169-100%$209.2K———
Tortoise Investment Management, LLC
N/A—2,147-2,147-100%$207.1K———
Shared Vision Wealth Group LLC
N/A—2,137-2,137-100%$206.1K———
Brasada Capital Management, LP
N/A—2,135-2,135-100%$205.9K———
OneAscent Family Office, LLC
N/A—2,124-2,124-100%$204.9K———
HBK Sorce Advisory LLC
N/A—2,121-2,121-100%$211.4K———
Landing Point Financial Group, LLC
N/A—2,120-2,120-100%$204.5K———
NorthCoast Asset Management LLC
N/A—2,114-2,114-100%$204.0K———
Fortis Capital Management LLC
N/A—2,092-2,092-100%$201.8K———
Providence Capital Advisors, LLC
N/A—2,072-2,072-100%$199.9K———
WealthShield Partners, LLC
N/A—1,949-1,949-100%$188.0K———
Integrity Financial Corp
N/A—1,942-1,942-100%$187.3K———
Atlantic Private Wealth, LLC
N/A—1,912-1,912-100%$184.4K———
Rothschild Investment LLC
N/A—1,844-1,844-100%$177.9K———
Millstone Evans Group, LLC
N/A—1,780-1,780-100%$171.7K———
Cary Street Partners Investment Advisory LLC
N/A—1,711-1,711-100%$165.0K———
RED Reef Advisors LLC
N/A—1,704-1,704-100%$164.3K———
Game Plan Financial Advisors, LLC
N/A—1,669-1,669-100%$161.0K———
ST Germain D J Co Inc
N/A—1,658-1,658-100%$159.9K———
Ogorek Anthony Joseph
N/A—1,599-1,599-100%$154.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,529-1,529-100%$147.5K———
Delta Asset Management LLC
N/A—1,488-1,488-100%$143.5K———
Coston, McIsaac & Partners
N/A—1,293-1,293-100%$124.0K———
Walsh & Associates, LLC
N/A—1,085-1,085-100%$104.7K———
Highland Investment Advisors LLC
N/A—1,066-1,066-100%$102.8K———
Dunhill Financial, LLC
N/A—1,062-1,062-100%$102.4K———
Beaird Harris Wealth Management, LLC
N/A—909-909-100%$87.7K———
Atlantic Union Bankshares Corp
N/A—895-895-100%$86.3K———
Private Wealth Asset Management, LLC
N/A—885-885-100%$85.4K———
Hantz Financial Services, Inc.
N/A—874-874-100%$84.0K———
Corsicana & Co.
N/A—835-835-100%$80.5K———
Synergy Investment Management, LLC
N/A—792-792-100%$77.9K———
Tidemark, LLC
N/A—791-791-100%$76.3K———
Westfuller Advisors, LLC
N/A—746-746-100%$71.9K———
Orion Capital Management LLC
N/A—700-700-100%$67.5K———
Strategic Wealth Advisors LLC
N/A—670-670-100%$63———
Aventura Private Wealth, LLC
N/A—664-664-100%$64.0K———
Ameriflex Group, Inc.
N/A—637-637-100%$61.5K———
Minot DeBlois Advisors LLC
N/A—608-608-100%$58.6K———
ESL Trust Services, LLC
N/A—595-595-100%$57.4K———
BankPlus Trust Department
N/A—592-592-100%$57.1K———
IMA Advisory Services, Inc.
N/A—582-582-100%$56.1K———
Fourth Dimension Wealth, LLC
N/A—571-571-100%$55.1K———
Atomic Invest LLC
N/A—560-560-100%$53.9K———
Caldwell Sutter Capital, Inc.
N/A—529-529-100%$51.0K———
Steigerwald, Gordon & Koch Inc.
N/A—516-516-100%$49.7K———
CNB Bank
N/A—471-471-100%$45.4K———
BOK Financial Private Wealth, Inc.
N/A—450-450-100%$43.4K———
JDM Financial Group LLC
N/A—435-435-100%$42.0K———
Luken Investment Analytics, LLC
N/A—425-425-100%$41.0K———
Napier Financial, LLC
N/A—390-390-100%$37.6K———
Mark Sheptoff Financial Planning, LLC
N/A—334-334-100%$32.2K———
Operose Advisors LLC
N/A—331-331-100%$31.9K———
Ankerstar Wealth, LLC
N/A—325-325-100%$31.4K———
Manning & Napier Advisors LLC
N/A—318-318-100%$30.7K———
VSM Wealth Advisory, LLC
N/A—303-303-100%$29.2K———
Boreal Capital Management LLC
N/A—265-265-100%$25.6K———
Centennial Bank
N/A—258-258-100%$24.9K———
JPL Wealth Management, LLC
N/A—240-240-100%$23.2K———
Crews Bank & Trust
N/A—225-225-100%$21.7K———
Sittner & Nelson, LLC
N/A—216-216-100%$20.8K———
Howe & Rusling Inc
N/A—213-213-100%$20.5K———
LRI Investments, LLC
N/A—197-197-100%$19.0K———
Caitlin John, LLC
N/A—189-189-100%$18.2K———
Bogart Wealth, LLC
N/A—181-181-100%$17.5K———
Prestige Wealth Management Group LLC
N/A—172-172-100%$16.6K———
Crewe Advisors LLC
N/A—171-171-100%$16.5K———
Godfrey Financial Associates, Inc.
N/A—170-170-100%$16.4K———
Timbuktu Capital Management, LLC
N/A—165-165-100%$15.9K———
Copia Wealth Management
N/A—163-163-100%$15.7K———
Nova Wealth Management, Inc.
N/A—160-160-100%$15.4K———
Security National Bank of Sioux City Iowa
N/A—158-158-100%$15.2K———
Regatta Research & Money Management
N/A—139-139-100%$13.4K———
Financial Gravity Companies, Inc.
N/A—107-107-100%$10.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—106-106-100%$10.2K———
MidFirst Bank
N/A—87-87-100%$8.4K———
Strive Financial Group,LLC
N/A—57-57-100%$5.5K———
Financial Life Planners
N/A—44-44-100%$4.2K———
Virtus Advisers, LLC
N/A—42-42-100%$4.1K———
PlanVest Financial, Inc
N/A—41-41-100%$4.0K———
Transamerica Financial Advisors, LLC
N/A—40-40-100%$3.9K———
Motco
N/A—38-38-100%$3.7K———
FWL Investment Management, LLC
N/A—22-22-100%$2.2K———
Mcguire Capital Advisors Inc
N/A—21-21-100%$2.0K———
Quent Capital, LLC
N/A—17-17-100%$1.6K———
Logan Capital Management Inc
N/A—17-17-100%$1.6K———
Darwin Wealth Management, LLC
N/A—11-11-100%$1.1K———
N.E.W. Advisory Services LLC
N/A—11-11-100%$1.1K———
Prosperity Bancshares Inc
N/A—10-10-100%$965———
HM Payson & Co
N/A—5-5-100%$483———
Timmons Wealth Management, LLC
N/A—00—$34———
Showing 1427 of 1427 institutions