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Ishares Msci USA Quality FAC (QUAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Facet Wealth, Inc.
INCREASED
Shares3,776,190 from 3,300,180
Change+476,010 (+14%)
Value$839.2M (+$115.1M)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares2,894,963 from 2,709,961
Change+185,002 (+7%)
Value$643.4M (+$48.7M)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares2,209,143 from 2,289,743
Change-80,600 (-4%)
Value$491.0M (-$11.5M)
Filed 2026-11-04
Orgel Wealth Management, LLC
DECREASED
Shares2,195,000 from 3,358,210
Change-1,163,210 (-35%)
Value$487.8M (-$249.1M)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,809,936 from 1,794,452
Change+15,484 (+1%)
Value$402.2M (+$8.5M)
Filed 2026-10-27
Connecticut Wealth Management, LLC
DECREASED
Shares961,819 from 975,098
Change-13,279 (-1%)
Value$213.8M (-$211.1K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares895,355 from 1,008,946
Change-113,591 (-11%)
Value$199.0M (-$22.4M)
Filed 2026-11-02
Foster Group, Inc.
INCREASED
Shares779,766 from 765,906
Change+13,860 (+2%)
Value$173.3M (+$5.2M)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares632,935 from 615,670
Change+17,265 (+3%)
Value$140.7M (+$5.6M)
Filed 2026-10-28
Kestra Investment Management, LLC
INCREASED
Shares625,852 from 593,900
Change+31,952 (+5%)
Value$139.1M (+$8.8M)
Filed 2026-11-04
Unison Advisors LLC
INCREASED
Shares614,844 from 612,288
Change+2,556 (+0%)
Value$136.6M (+$2.3M)
Filed 2026-10-29
Sage Mountain Advisors LLC
INCREASED
Shares578,212 from 575,644
Change+2,568 (+0%)
Value$128.5M (+$2.2M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares525,112 from 401,182
Change+123,930 (+31%)
Value$116.7M (+$28.7M)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares512,973 from 465,970
Change+47,003 (+10%)
Value$114.0M (+$24.6M)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares486,269 from 484,994
Change+1,275 (+0%)
Value$108.1M (+$1.6M)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares433,372 from 437,142
Change-3,770 (-1%)
Value$96.3M (+$390.6K)
Filed 2026-10-20
Pinnacle Associates LTD
DECREASED
Shares426,816 from 434,127
Change-7,311 (-2%)
Value$94.9M (-$405.0K)
Filed 2026-10-20
Valence8 US LP
INCREASED
Shares424,074 from 412,060
Change+12,014 (+3%)
Value$94.2M (+$3.8M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares407,149 from 419,649
Change-12,500 (-3%)
Value$90.5M (-$1.6M)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares405,567 from 350,939
Change+54,628 (+16%)
Value$90.1M (+$13.1M)
Filed 2026-11-05
Sachem Hill LLC
DECREASED
Shares338,112 from 339,832
Change-1,720 (-1%)
Value$75.1M (+$572.5K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares323,110 from 358,459
Change-35,349 (-10%)
Value$71.8K (-$78.6M)
Filed 2026-11-02
True Link Financial Advisors, LLC
DECREASED
Shares322,958 from 323,641
Change-683 (0%)
Value$71.8M (+$757.6K)
Filed 2026-10-27
Obermeyer Wealth Partners
DECREASED
Shares317,743 from 356,383
Change-38,640 (-11%)
Value$70.6M (-$7.6M)
Filed 2026-10-21
Landaas & Co
INCREASED
Shares317,236 from 310,816
Change+6,420 (+2%)
Value$70.5M (+$2.3M)
Filed 2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares284,852 from 288,906
Change-4,054 (-1%)
Value$63.3M (-$89.1K)
Filed 2026-10-23
Baron Wealth Management LLC
DECREASED
Shares280,937 from 281,840
Change-903 (0%)
Value$62.4M (+$591.1K)
Filed 2026-10-27
Kathmere Capital Management, LLC
INCREASED
Shares271,298 from 246,258
Change+25,040 (+10%)
Value$60.3M (+$6.3M)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares258,151 from 275,086
Change-16,935 (-6%)
Value$57.4M (-$3.0M)
Filed 2026-10-23
Aspen Wealth Management LLC
INCREASED
Shares256,465 from 244,746
Change+11,719 (+5%)
Value$57.0M (+$3.3M)
Filed 2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares256,011 from 253,901
Change+2,110 (+1%)
Value$56.9M (+$1.2M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares250,753 from 243,745
Change+7,008 (+3%)
Value$56.7M (+$3.2M)
Filed 2026-10-13
Catalyst Capital Advisors LLC
UNCHANGED
Shares248,182 from 248,182
Change0 (0%)
Value$55.2M (+$697.4K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares225,352 from 238,441
Change-13,089 (-5%)
Value$50.1M (-$2.2M)
Filed 2026-10-23
Creative Planning
INCREASED
Shares224,996 from 220,478
Change+4,518 (+2%)
Value$50.0M (+$1.6M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares222,436 from 221,923
Change+513 (+0%)
Value$49.4K (-$48.6M)
Filed 2026-10-26
Wealth Group Ltd
DECREASED
Shares213,386 from 215,910
Change-2,524 (-1%)
Value$47.9M (+$523.9K)
Filed 2026-10-07
MCF Advisors LLC
DECREASED
Shares206,596 from 211,447
Change-4,851 (-2%)
Value$45.9M (-$483.9K)
Filed 2026-10-28
1900 Wealth Management LLC
DECREASED
Shares184,135 from 190,279
Change-6,144 (-3%)
Value$40.9M (-$830.6K)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares183,561 from 210,317
Change-26,756 (-13%)
Value$40.8M (-$5.4M)
Filed 2026-11-04
Symmetry Partners, LLC
INCREASED
Shares177,734 from 172,738
Change+4,996 (+3%)
Value$39.5M (+$1.6M)
Filed 2026-10-27
Sowell Financial Services LLC
DECREASED
Shares177,697 from 177,723
Change-26 (0%)
Value$39.5M (+$493.7K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares173,301 from 146,502
Change+26,799 (+18%)
Value$38.5M (+$6.4M)
Filed 2026-11-03
Armbruster Capital Management, Inc.
INCREASED
Shares173,054 from 171,926
Change+1,128 (+1%)
Value$38.5M (+$733.9K)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares166,168 from 170,136
Change-3,968 (-2%)
Value$36.9M (-$403.8K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
DECREASED
Shares164,907 from 165,290
Change-383 (0%)
Value$36.6K (+$380)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED
Shares162,664 from 201,242
Change-38,578 (-19%)
Value$36.2M (-$8.0M)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED
Shares159,420 from 157,256
Change+2,164 (+1%)
Value$35.4M (+$922.9K)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
DECREASED
Shares155,082 from 156,054
Change-972 (-1%)
Value$34.5M (+$222.5K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares154,493 from 138,778
Change+15,715 (+11%)
Value$34.3M (+$3.9M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares143,822 from 125,485
Change+18,337 (+15%)
Value$32.0M (+$4.5M)
Filed 2026-11-05
Heck Capital Advisors, LLC
INCREASED
Shares139,917 from 138,429
Change+1,488 (+1%)
Value$31.1M (+$719.7K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares136,832 from 139,887
Change-3,055 (-2%)
Value$30.4M (-$284.2K)
Filed 2026-10-08
Centerpoint Advisors, LLC
INCREASED
Shares135,332 from 134,229
Change+1,103 (+1%)
Value$30.1M (+$622.0K)
Filed 2026-11-05
GW Henssler & Associates LTD
INCREASED
Shares133,269 from 130,902
Change+2,367 (+2%)
Value$29.6M (+$893.9K)
Filed 2026-10-26
RVW Wealth, LLC
DECREASED
Shares131,123 from 131,903
Change-780 (-1%)
Value$29.1M (+$197.3K)
Filed 2026-10-06
Aventus Investment Advisors, Inc.
DECREASED
Shares127,975 from 128,034
Change-59 (0%)
Value$28.4M (+$346.6K)
Filed 2026-10-09
Choreo, LLC
DECREASED
Shares126,414 from 130,086
Change-3,672 (-3%)
Value$28.1M (-$445.5K)
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares126,190 from 130,969
Change-4,779 (-4%)
Value$28.0M (-$694.2K)
Filed 2026-11-04
Tanglewood Wealth Management, Inc.
DECREASED
Shares119,415 from 120,139
Change-724 (-1%)
Value$26.5M (+$176.7K)
Filed 2026-10-23
Financial Partners Group, Inc
INCREASED
Shares117,849 from 112,092
Change+5,757 (+5%)
Value$26.2M (+$1.6M)
Filed 2026-10-19
Client First Capital LLC
DECREASED
Shares117,792 from 123,309
Change-5,517 (-4%)
Value$26.2M (-$879.5K)
Filed 2026-10-22
Regatta Capital Group, LLC
INCREASED
Shares113,989 from 110,194
Change+3,795 (+3%)
Value$25.3M (+$1.2M)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares112,496 from 124,053
Change-11,557 (-9%)
Value$25.0M (-$2.2M)
Filed 2026-11-05
Strategic Point Investment Advisors, LLC
DECREASED
Shares104,596 from 105,850
Change-1,254 (-1%)
Value$23.2M (+$18.8K)
Filed 2026-10-29
Cardinal Strategic Wealth Guidance
DECREASED
Shares101,123 from 106,281
Change-5,158 (-5%)
Value$22.5M (-$847.7K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares98,827 from 93,668
Change+5,159 (+6%)
Value$22.0M (+$1.4M)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares98,202 from 51,558
Change+46,644 (+90%)
Value$21.8M (+$10.5M)
Filed 2026-10-16
AGF Management LTD
DECREASED
Shares96,823 from 98,490
Change-1,667 (-2%)
Value$21.5M (-$93.7K)
Filed 2026-11-03
Weaver Consulting Group
DECREASED
Shares95,655 from 96,291
Change-636 (-1%)
Value$21.3M (+$129.2K)
Filed 2026-10-07
Strategic Blueprint, LLC
DECREASED
Shares91,939 from 98,933
Change-6,994 (-7%)
Value$20.4M (-$1.3M)
Filed 2026-10-22
Cabot Wealth Management Inc
INCREASED
Shares91,454 from 90,297
Change+1,157 (+1%)
Value$20.3M (+$510.9K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares89,875 from 91,638
Change-1,763 (-2%)
Value$20.0M (-$134.2K)
Filed 2026-10-29
Center for Financial Planning, Inc.
DECREASED
Shares89,048 from 89,819
Change-771 (-1%)
Value$19.8M (+$81.3K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares86,163 from 91,877
Change-5,714 (-6%)
Value$19.1M (-$1.0M)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
DECREASED
Shares85,801 from 91,967
Change-6,166 (-7%)
Value$19.1M (-$1.1M)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares83,616 from 39,000
Change+44,616 (+114%)
Value$18.6M (+$10.0M)
Filed 2026-11-03
Trinity Wealth Management, LLC
DECREASED
Shares82,228 from 82,694
Change-466 (-1%)
Value$18.3M (+$128.8K)
Filed 2026-10-13
Kraft, Davis & Associates, LLC
INCREASED
Shares76,977 from 74,726
Change+2,251 (+3%)
Value$17.4M (+$1.2M)
Filed 2026-10-21
Journey Advisory Group, LLC
DECREASED
Shares76,884 from 79,363
Change-2,479 (-3%)
Value$17.1M (-$328.0K)
Filed 2026-11-04
Advus Financial Partners, LLC
DECREASED
Shares76,172 from 84,615
Change-8,443 (-10%)
Value$16.9M (-$1.6M)
Filed 2026-10-20
Well Done, LLC
DECREASED
Shares75,731 from 81,845
Change-6,114 (-7%)
Value$16.8M (-$1.1M)
Filed 2026-10-20
Apella Capital, LLC
DECREASED
Shares74,298 from 74,877
Change-579 (-1%)
Value$16.8M (+$480.3K)
Filed 2026-10-08
Clear Wave Wealth Management LLC
INCREASED
Shares73,185 from 51,591
Change+21,594 (+42%)
Value$16.3M (+$4.9M)
Filed 2026-11-04
Bell Investment Advisors, Inc
INCREASED
Shares72,709 from 72,583
Change+126 (+0%)
Value$16.2M (+$231.9K)
Filed 2026-10-29
Motive Wealth Advisors
INCREASED
Shares72,707 from 72,291
Change+416 (+1%)
Value$16.2M (+$295.6K)
Filed 2026-10-26
Sharkey, Howes & Javer
DECREASED
Shares72,168 from 77,801
Change-5,633 (-7%)
Value$16.0M (-$1.0M)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
DECREASED
Shares71,447 from 72,577
Change-1,130 (-2%)
Value$15.9M (-$47.1K)
Filed 2026-10-22
Fragasso Financial Advisors Inc
DECREASED
Shares70,835 from 79,805
Change-8,970 (-11%)
Value$16.1M (-$1.4M)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares69,524 from 108,440
Change-38,916 (-36%)
Value$15.5M (-$8.3M)
Filed 2026-10-30
Garrett Wealth Advisory Group, LLC
DECREASED
Shares63,990 from 64,522
Change-532 (-1%)
Value$14.2M (+$63.1K)
Filed 2026-10-22
Element Pointe Advisors, LLC
DECREASED
Shares62,701 from 70,691
Change-7,990 (-11%)
Value$13.9M (-$1.6M)
Filed 2026-10-21
ARQ Wealth Advisors, LLC
INCREASED
Shares62,459 from 60,788
Change+1,671 (+3%)
Value$13.9M (+$669.4K)
Filed 2026-10-29
TME Financial, Inc.
INCREASED
Shares61,723 from 55,817
Change+5,906 (+11%)
Value$13.7M (+$1.5M)
Filed 2026-10-14
GSG Advisors LLC
DECREASED
Shares59,700 from 59,985
Change-285 (0%)
Value$13.3M (+$105.3K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares59,150 from 67,527
Change-8,377 (-12%)
Value$13.1M (-$1.7M)
Filed 2026-10-16
Flagship Private Wealth, LLC
INCREASED
Shares58,684 from 51,134
Change+7,550 (+15%)
Value$13.0M (+$1.8M)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares58,419 from 60,802
Change-2,383 (-4%)
Value$13.0M (-$358.7K)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares57,874 from 57,830
Change+44 (+0%)
Value$13.0M (+$514.8K)
Filed 2026-11-02
Asset Advisors Investment Management, LLC
INCREASED
Shares57,599 from 56,836
Change+763 (+1%)
Value$12.8M (+$329.3K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
INCREASED
Shares56,805 from 56,546
Change+259 (+0%)
Value$12.6M (+$216.3K)
Filed 2026-11-03
Perigon Wealth Management, LLC
DECREASED
Shares56,330 from 60,104
Change-3,774 (-6%)
Value$12.5M (-$669.8K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
DECREASED
Shares56,070 from 57,843
Change-1,773 (-3%)
Value$12.5M (-$231.4K)
Filed 2026-10-30
ERn Financial, LLC
DECREASED
Shares56,013 from 56,629
Change-616 (-1%)
Value$12.4M (+$22.2K)
Filed 2026-10-28
Forthright Family Wealth Advisory LLC
DECREASED
Shares55,553 from 55,610
Change-57 (0%)
Value$12.3M (+$143.7K)
Filed 2026-11-03
Hughes Financial Services, LLC
DECREASED
Shares55,305 from 56,740
Change-1,435 (-3%)
Value$12.4M (-$22.9K)
Filed 2026-10-30
Trilogy Capital Inc.
DECREASED
Shares55,123 from 55,269
Change-146 (0%)
Value$12.3M (+$122.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares54,834 from 35,316
Change+19,518 (+55%)
Value$12.4M (+$4.8M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares54,834 from 35,316
Change+19,518 (+55%)
Value$12.4M (+$4.8M)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares54,278 from 53,676
Change+602 (+1%)
Value$12.1M (+$284.8K)
Filed 2026-10-21
Intelligence Driven Advisers, LLC
DECREASED
Shares54,073 from 56,015
Change-1,942 (-3%)
Value$12.0M (-$274.0K)
Filed 2026-10-09
Balentine LLC
DECREASED
Shares53,482 from 55,711
Change-2,229 (-4%)
Value$11.9M (-$338.7K)
Filed 2026-11-03
Montecito Bank & Trust
DECREASED
Shares53,154 from 53,781
Change-627 (-1%)
Value$11.8M (+$11.8K)
Filed 2026-10-01
Jacobi Capital Management LLC
DECREASED
Shares53,058 from 53,875
Change-817 (-2%)
Value$11.8M (-$30.2K)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares52,889 from 54,255
Change-1,366 (-3%)
Value$11.8M (-$151.1K)
Filed 2026-10-14
River's Edge Wealth Management, LLC
INCREASED
Shares52,505 from 51,391
Change+1,114 (+2%)
Value$11.8M (+$514.3K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares51,650 from 54,355
Change-2,705 (-5%)
Value$11.5M (-$448.4K)
Filed 2026-10-15
Scissortail Wealth Management, LLC
INCREASED
Shares51,155 from 49,769
Change+1,386 (+3%)
Value$11.4M (+$448.0K)
Filed 2026-11-03
Forte Asset Management LLC
INCREASED
Shares50,470 from 50,222
Change+248 (+0%)
Value$11.2M (+$196.3K)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares49,185 from 47,994
Change+1,191 (+2%)
Value$10.9M (+$399.6K)
Filed 2026-11-04
Client 1ST Advisory Group, LLC
INCREASED
Shares48,946 from 46,504
Change+2,442 (+5%)
Value$10.9M (+$673.3K)
Filed 2026-10-19
BOS Asset Management, LLC
INCREASED
Shares48,940 from 46,419
Change+2,521 (+5%)
Value$10.9M (+$690.6K)
Filed 2026-10-09
Wealth Quarterback LLC
DECREASED
Shares48,871 from 75,806
Change-26,935 (-36%)
Value$10.9M (-$5.8M)
Filed 2026-10-20
Sculati Wealth Management, LLC
INCREASED
Shares48,735 from 47,970
Change+765 (+2%)
Value$11.1M (+$646.7K)
Filed 2026-10-19
Financial Life Advisors
DECREASED
Shares47,897 from 48,200
Change-303 (-1%)
Value$10.6M (+$68.2K)
Filed 2026-10-14
Jmac Enterprises LLC
DECREASED
Shares47,872 from 47,996
Change-124 (0%)
Value$10.6M (+$107.3K)
Filed 2026-10-30
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares47,646 from 63,933
Change-16,287 (-25%)
Value$10.6M (-$3.4M)
Filed 2026-10-28
Shepherd Financial Partners LLC
INCREASED
Shares46,282 from 45,966
Change+316 (+1%)
Value$10.3M (+$199.5K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares45,552 from 33,629
Change+11,923 (+35%)
Value$10.2M (+$2.8M)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares45,525 from 40,941
Change+4,584 (+11%)
Value$10.1M (+$1.1M)
Filed 2026-10-16
Geneva Partners, LLC
INCREASED
Shares44,564 from 43,631
Change+933 (+2%)
Value$9.9M (+$329.9K)
Filed 2026-10-26
West Wealth Group, LLC
INCREASED
Shares43,965 from 43,011
Change+954 (+2%)
Value$9.8M (+$332.8K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares43,199 from 40,925
Change+2,274 (+6%)
Value$9.6M (+$620.4K)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
DECREASED
Shares43,183 from 45,737
Change-2,554 (-6%)
Value$9.6M (-$439.2K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares43,095 from 44,442
Change-1,347 (-3%)
Value$9.6M (-$188.8K)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares42,397 from 43,414
Change-1,017 (-2%)
Value$9.4M (-$103.9K)
Filed 2026-10-28
Financial Enhancement Group LLC
INCREASED
Shares42,330 from 42,270
Change+60 (+0%)
Value$9.6M (+$287.1K)
Filed 2026-10-08
Stonehearth Capital Management, LLC
DECREASED
Shares42,170 from 43,415
Change-1,245 (-3%)
Value$9.4M (-$154.5K)
Filed 2026-10-13
Capital Investment Advisors, LLC
INCREASED
Shares41,618 from 38,110
Change+3,508 (+9%)
Value$9.2M (+$886.8K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares41,409 from 25,731
Change+15,678 (+61%)
Value$9.2M (+$3.6M)
Filed 2026-10-21
Beacon Advisors Holdings, LLC
INCREASED
Shares41,151 from 40,818
Change+333 (+1%)
Value$9.1M (+$188.7K)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares40,899 from 41,610
Change-711 (-2%)
Value$9.1M (-$41.2K)
Filed 2026-10-30
Capital Advantage, Inc.
INCREASED
Shares40,806 from 39,205
Change+1,601 (+4%)
Value$9.1M (+$466.1K)
Filed 2026-10-14
Syntax Research, Inc.
INCREASED
Shares40,577 from 38,180
Change+2,397 (+6%)
Value$9.0M (+$640.1K)
Filed 2026-11-04
Leslie Global Wealth, LLC
INCREASED
Shares40,385 from 28,176
Change+12,209 (+43%)
Value$9.0M (+$2.8M)
Filed 2026-10-26
Three Magnolias Financial Advisors, LLC
DECREASED
Shares40,305 from 41,077
Change-772 (-2%)
Value$9.0M (-$56.1K)
Filed 2026-10-14
Pettinga Financial Advisors LLC
DECREASED
Shares39,522 from 39,570
Change-48 (0%)
Value$8.8M (+$100.6K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares39,508 from 37,240
Change+2,268 (+6%)
Value$8.8M (+$608.6K)
Filed 2026-10-08
Leicht Financial Planning & Wealth Management, Inc.
NEW
Shares39,179
Change+39,179
Value$8.7M
Filed 2026-11-03
Peddock Capital Advisors, LLC
INCREASED
Shares38,924 from 37,775
Change+1,149 (+3%)
Value$8.7M (+$361.5K)
Filed 2026-10-16
Performa Ltd (US), LLC
DECREASED
Shares38,612 from 39,117
Change-505 (-1%)
Value$8.6M (-$4.2K)
Filed 2026-11-05
Cypress Wealth Services, LLC
DECREASED
Shares38,468 from 38,773
Change-305 (-1%)
Value$8.7M (+$182.0K)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares37,773 from 35,194
Change+2,579 (+7%)
Value$8.4M (+$672.2K)
Filed 2026-10-13
Skyline Advisors, Inc.
DECREASED
Shares37,118 from 39,301
Change-2,183 (-6%)
Value$8.2M (-$374.8K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares36,358 from 19,502
Change+16,856 (+86%)
Value$8.1M (+$3.8M)
Filed 2026-10-28
Marino, Stram & Associates LLC
DECREASED
Shares35,170 from 35,333
Change-163 (0%)
Value$7.8M (+$63.2K)
Filed 2026-10-22
Green Ridge Wealth Planning LLC
DECREASED
Shares35,130 from 35,505
Change-375 (-1%)
Value$7.8M (+$16.4K)
Filed 2026-10-08
Beacon Financial Planning, Inc
INCREASED
Shares34,321 from 32,870
Change+1,451 (+4%)
Value$7.6M (+$414.9K)
Filed 2026-11-04
Detalus Advisors, LLC
DECREASED
Shares34,039 from 37,807
Change-3,768 (-10%)
Value$7.6M (-$731.3K)
Filed 2026-10-15
Stillwater Wealth Management Group
INCREASED
Shares33,964 from 30,685
Change+3,279 (+11%)
Value$7.5M (+$815.0K)
Filed 2026-10-21
Bestgate Wealth Advisors, LLC
INCREASED
Shares33,702 from 12,847
Change+20,855 (+162%)
Value$7.5M (+$4.7M)
Filed 2026-10-13
Shum Financial Group, Inc.
INCREASED
Shares33,185 from 32,369
Change+816 (+3%)
Value$7.4M (+$272.3K)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares33,184 from 33,986
Change-802 (-2%)
Value$7.3M (+$762.6K)
Filed 2026-11-03
Cora Capital Advisors LLC
DECREASED
Shares32,145 from 32,157
Change-12 (0%)
Value$7.1M (+$87.7K)
Filed 2026-11-02
Etesian Wealth Advisors, Inc.
INCREASED
Shares31,745 from 27,426
Change+4,319 (+16%)
Value$7.1M (+$1.0M)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares31,697 from 22,339
Change+9,358 (+42%)
Value$7.1M (+$2.2M)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares31,654 from 37,021
Change-5,367 (-14%)
Value$7.0M (-$1.1M)
Filed 2026-10-30
Flywheel Private Wealth LLC
INCREASED
Shares31,071 from 30,071
Change+1,000 (+3%)
Value$6.9M (+$306.7K)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
DECREASED
Shares31,047 from 42,309
Change-11,262 (-27%)
Value$6.9M (-$2.4M)
Filed 2026-10-16
Bison Wealth, LLC
DECREASED
Shares30,904 from 31,467
Change-563 (-2%)
Value$7.0M (+$162.2K)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares30,381 from 34,207
Change-3,826 (-11%)
Value$6.8M (-$754.2K)
Filed 2026-11-02
Ascentis Independent Advisors
INCREASED
Shares30,377 from 726
Change+29,651 (+4084%)
Value$6.8M (+$6.6M)
Filed 2026-11-03
Yoder Wealth Management, Inc.
DECREASED
Shares30,307 from 30,519
Change-212 (-1%)
Value$6.7M (+$36.4K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
DECREASED
Shares29,991 from 31,755
Change-1,764 (-6%)
Value$6.7M (-$284.9K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares29,748 from 27,069
Change+2,679 (+10%)
Value$6.6M (+$671.6K)
Filed 2026-11-05
Elevated Financial Group LLC
DECREASED
Shares29,714 from 90,588
Change-60,874 (-67%)
Value$6.6M (-$13.3M)
Filed 2026-10-16
Old National Bancorp
DECREASED
Shares29,587 from 30,979
Change-1,392 (-4%)
Value$6.6M (-$222.3K)
Filed 2026-10-20
Breakwater Capital Group
DECREASED
Shares29,547 from 29,944
Change-397 (-1%)
Value$6.6M (-$4.0K)
Filed 2026-10-09
Legacy Advisory Services, LLC
DECREASED
Shares29,292 from 47,174
Change-17,882 (-38%)
Value$6.5M (-$3.8M)
Filed 2026-10-20
Inscription Capital, LLC
DECREASED
Shares29,233 from 29,300
Change-67 (0%)
Value$6.5M (+$67.2K)
Filed 2026-11-02
Ironsides Asset Advisors, LLC
DECREASED
Shares29,111 from 31,373
Change-2,262 (-7%)
Value$6.5M (-$414.5K)
Filed 2026-10-20
Summa Corp.
INCREASED
Shares28,850 from 28,300
Change+550 (+2%)
Value$6.4M (+$201.8K)
Filed 2026-10-30
Forteris Wealth Management Inc.
INCREASED
Shares28,647 from 27,953
Change+694 (+2%)
Value$6.4M (+$232.8K)
Filed 2026-10-13
Apollon Financial, LLC
DECREASED
Shares27,965 from 28,095
Change-130 (0%)
Value$6.2M (+$50.2K)
Filed 2026-10-23
Trust Co
DECREASED
Shares27,850 from 30,629
Change-2,779 (-9%)
Value$6.2M (-$531.6K)
Filed 2026-10-09
CGN Advisors LLC
DECREASED
Shares27,483 from 30,058
Change-2,575 (-9%)
Value$6.1M (-$487.9K)
Filed 2026-10-21
Paller Financial Services Inc
INCREASED
Shares27,456 from 26,994
Change+462 (+2%)
Value$6.1M (+$178.5K)
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares27,200 from 26,724
Change+476 (+2%)
Value$6.0M (+$180.7K)
Filed 2026-10-08
BIP Wealth, LLC
DECREASED
Shares26,605 from 26,656
Change-51 (0%)
Value$5.9M (+$63.7K)
Filed 2026-10-22
StrongBox Wealth, LLC
DECREASED
Shares26,216 from 58,556
Change-32,340 (-55%)
Value$5.8M (-$7.0M)
Filed 2026-11-02
Stanich Group LLC
DECREASED
Shares26,209 from 26,284
Change-75 (0%)
Value$5.8M (+$57.9K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
DECREASED
Shares26,178 from 28,058
Change-1,880 (-7%)
Value$5.9M (-$200.2K)
Filed 2026-10-19
Trek Financial, LLC
DECREASED
Shares25,697 from 26,325
Change-628 (-2%)
Value$5.7M (-$65.4K)
Filed 2026-10-29
Schear Investment Advisers, LLC
NEW
Shares25,673
Change+25,673
Value$5.7M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares25,673 from 26,221
Change-548 (-2%)
Value$5.7M (-$48.1K)
Filed 2026-10-14
Meitav Investment House LTD
DECREASED
Shares25,543 from 49,724
Change-24,181 (-49%)
Value$5.7M (-$5.2M)
Filed 2026-10-28
First Citizens Financial Corp
DECREASED
Shares25,077 from 25,763
Change-686 (-3%)
Value$5.6M (-$80.1K)
Filed 2026-10-02
HMV Wealth Advisors, LLC
DECREASED
Shares24,695 from 24,800
Change-105 (0%)
Value$5.5M (+$46.4K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
INCREASED
Shares24,571 from 23,517
Change+1,054 (+4%)
Value$5.5M (+$300.4K)
Filed 2026-10-26
William John Sempolinski
INCREASED
Shares24,541 from 24,008
Change+533 (+2%)
Value$5.5M (+$185.9K)
Filed 2026-10-20
TSA Wealth Managment LLC
DECREASED
Shares24,209 from 25,045
Change-836 (-3%)
Value$5.4M (-$115.4K)
Filed 2026-10-22
Lincoln Capital Corp
DECREASED
Shares23,996 from 24,143
Change-147 (-1%)
Value$5.3M (+$35.1K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares23,939 from 30,445
Change-6,506 (-21%)
Value$5.3M (-$1.4M)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares23,602 from 23,987
Change-385 (-2%)
Value$5.2M (-$18.2K)
Filed 2026-10-30
Aries Wealth Management
UNCHANGED
Shares23,584 from 23,584
Change0 (0%)
Value$5.2M (+$66.3K)
Filed 2026-10-23
Security Financial Services, Inc.
INCREASED
Shares23,194 from 23,080
Change+114 (+0%)
Value$5.2M (+$90.2K)
Filed 2026-10-29
Annex Advisory Services, LLC
DECREASED
Shares22,885 from 23,226
Change-341 (-1%)
Value$5.1M (-$10.4K)
Filed 2026-10-16
Omni 360 Wealth, Inc.
DECREASED
Shares22,844 from 23,756
Change-912 (-4%)
Value$5.1M (-$136.0K)
Filed 2026-10-13
Hudson Oak Wealth Advisory LLC
DECREASED
Shares22,613 from 23,235
Change-622 (-3%)
Value$5.0M (-$72.9K)
Filed 2026-10-16
TCI Wealth Advisors, Inc.
DECREASED
Shares22,165 from 23,210
Change-1,045 (-4%)
Value$4.9M (-$167.0K)
Filed 2026-10-30
Hoese & Co LLP
DECREASED
Shares22,060 from 23,053
Change-993 (-4%)
Value$4.9M (-$155.9K)
Filed 2026-10-21
Sherman Wealth Management LLC
INCREASED
Shares21,573 from 20,726
Change+847 (+4%)
Value$4.8M (+$246.5K)
Filed 2026-10-16
Avestar Capital, LLC
DECREASED
Shares20,730 from 20,801
Change-71 (0%)
Value$4.6M (+$42.7K)
Filed 2026-10-28
CFM Wealth Partners LLC
INCREASED
Shares20,630 from 20,288
Change+342 (+2%)
Value$4.6M (+$133.0K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
INCREASED
Shares20,597 from 14,953
Change+5,644 (+38%)
Value$4.6M (+$1.3M)
Filed 2026-11-02
Maia Wealth LLC
DECREASED
Shares20,373 from 34,182
Change-13,809 (-40%)
Value$4.5M (-$3.0M)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares20,301 from 19,686
Change+615 (+3%)
Value$4.5M (+$192.0K)
Filed 2026-11-02
Woodmont Investment Counsel LLC
UNCHANGED
Shares20,077 from 20,077
Change0 (0%)
Value$4.5M (+$56.4K)
Filed 2026-10-29
Fluent Financial, LLC
DECREASED
Shares19,764 from 20,075
Change-311 (-2%)
Value$4.4M (-$12.7K)
Filed 2026-10-13
Carnegie Investment Counsel
INCREASED
Shares19,645 from 17,101
Change+2,544 (+15%)
Value$4.4M (+$613.4K)
Filed 2026-10-20
True Blue Financial, LLC
NEW
Shares19,519
Change+19,519
Value$4.3M
Filed 2026-10-15
Farrell Financial LLC
DECREASED
Shares19,072 from 19,125
Change-53 (0%)
Value$4.2M (+$42.0K)
Filed 2026-10-16
Rose Capital Advisors LLC
INCREASED
Shares19,013 from 15,236
Change+3,777 (+25%)
Value$4.2M (+$882.3K)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED
Shares18,914 from 21,658
Change-2,744 (-13%)
Value$4.2M (-$549.0K)
Filed 2026-10-09
Brighton Jones LLC
INCREASED
Shares18,763 from 17,639
Change+1,124 (+6%)
Value$4.2M (+$299.4K)
Filed 2026-11-03
Simon Quick Advisors, LLC
DECREASED
Shares18,674 from 18,833
Change-159 (-1%)
Value$4.2M (+$17.6K)
Filed 2026-10-26
JB Capital LLC
INCREASED
Shares18,617 from 16,462
Change+2,155 (+13%)
Value$4.1M (+$525.2K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares18,266 from 18,881
Change-615 (-3%)
Value$4.1M (-$83.6K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares18,112 from 18,385
Change-273 (-1%)
Value$4.0M (-$9.0K)
Filed 2026-10-28
HB Wealth Management, LLC
DECREASED
Shares18,075 from 21,552
Change-3,477 (-16%)
Value$4.0M (-$712.2K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
INCREASED
Shares18,068 from 18,067
Change+1 (+0%)
Value$4.0M (+$98.2K)
Filed 2026-10-20
Macroview Investment Management LLC
DECREASED
Shares17,979 from 18,605
Change-626 (-3%)
Value$4.0M (-$86.8K)
Filed 2026-10-26
Crestwood Advisors Group, LLC
DECREASED
Shares17,967 from 18,301
Change-334 (-2%)
Value$4.0M (-$22.7K)
Filed 2026-10-27
SimpliFi, Inc.
DECREASED
Shares17,891 from 18,055
Change-164 (-1%)
Value$4.0M (+$14.2K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares17,591 from 17,803
Change-212 (-1%)
Value$3.9M (+$74.1K)
Filed 2026-10-27
Buttonwood Financial Group, LLC
DECREASED
Shares17,534 from 19,285
Change-1,751 (-9%)
Value$4.0M (-$260.8K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
DECREASED
Shares17,497 from 17,513
Change-16 (0%)
Value$3.9M (+$45.7K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares17,432 from 17,155
Change+277 (+2%)
Value$3.9M (+$109.8K)
Filed 2026-10-14
Worth Financial Advisory Group, LLC
DECREASED
Shares17,402 from 17,694
Change-292 (-2%)
Value$3.9M (-$15.1K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares17,145 from 14,921
Change+2,224 (+15%)
Value$3.8M (+$556.9K)
Filed 2026-10-16
Robinson Smith Wealth Advisors LLC
DECREASED
Shares16,518 from 16,811
Change-293 (-2%)
Value$3.7M (-$17.9K)
Filed 2026-10-22
Triumph Capital Management
DECREASED
Shares16,459 from 19,290
Change-2,831 (-15%)
Value$3.7M (-$575.0K)
Filed 2026-10-14
Marks Group Wealth Management, Inc
INCREASED
Shares16,433 from 16,219
Change+214 (+1%)
Value$3.7M (+$93.1K)
Filed 2026-11-05
Integrity Alliance, Llc.
DECREASED
Shares16,349 from 18,020
Change-1,671 (-9%)
Value$3.6M (-$320.7K)
Filed 2026-10-29
Beacon Financial Advisory LLC
DECREASED
Shares15,950 from 16,561
Change-611 (-4%)
Value$3.5M (-$89.3K)
Filed 2026-10-16
Global Wealth Strategies & Associates
DECREASED
Shares15,796 from 17,641
Change-1,845 (-10%)
Value$3.5M (-$360.5K)
Filed 2026-10-02
YHB Investment Advisors, Inc.
INCREASED
Shares15,791 from 10,933
Change+4,858 (+44%)
Value$3.5M (+$1.1M)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
DECREASED
Shares15,748 from 15,753
Change-5 (0%)
Value$3.5M (+$43.6K)
Filed 2026-11-05
Crescent Grove Advisors, LLC
DECREASED
Shares15,710 from 16,292
Change-582 (-4%)
Value$3.5M (-$83.4K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares15,592 from 15,717
Change-125 (-1%)
Value$3.5M (+$16.4K)
Filed 2026-10-20
Ehrlich Financial Group
INCREASED
Shares15,413 from 12,891
Change+2,522 (+20%)
Value$3.4M (+$596.7K)
Filed 2026-10-20
Keystone Wealth Services, LLC
DECREASED
Shares15,357 from 15,525
Change-168 (-1%)
Value$3.4M (+$21.5K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares15,300 from 20,448
Change-5,148 (-25%)
Value$3.4M (-$1.1M)
Filed 2026-10-15
Acorn Wealth Advisors, LLC
DECREASED
Shares15,259 from 15,283
Change-24 (0%)
Value$3.4M (+$37.7K)
Filed 2026-10-19
Provident Investment Management, Inc.
INCREASED
Shares15,176 from 13,265
Change+1,911 (+14%)
Value$3.4M (+$461.8K)
Filed 2026-10-23
Integrity Advisory Solutions, LLC
INCREASED
Shares15,143 from 13,931
Change+1,212 (+9%)
Value$3.4M (+$308.7K)
Filed 2026-10-29
ADG Wealth Management Group, LLC
INCREASED
Shares14,976 from 13,292
Change+1,684 (+13%)
Value$3.3M (+$411.7K)
Filed 2026-10-23
Ridgeline Wealth, LLC
DECREASED
Shares14,922 from 15,025
Change-103 (-1%)
Value$3.4M (+$91.8K)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares14,876 from 7,294
Change+7,582 (+104%)
Value$3.3K (-$1.6M)
Filed 2026-10-22
Watershed Private Wealth LLC
INCREASED
Shares14,716 from 13,464
Change+1,252 (+9%)
Value$3.3M (+$316.0K)
Filed 2026-10-30
Moneco Advisors, LLC
INCREASED
Shares14,624 from 10,178
Change+4,446 (+44%)
Value$3.2M (+$1.0M)
Filed 2026-11-05
Eastern Bank
DECREASED
Shares14,573 from 22,784
Change-8,211 (-36%)
Value$3.2M (-$1.8M)
Filed 2026-10-05
Verus Capital Partners, LLC
DECREASED
Shares14,095 from 14,473
Change-378 (-3%)
Value$3.1M (-$43.3K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares13,919 from 12,226
Change+1,693 (+14%)
Value$3.1M (+$410.5K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
DECREASED
Shares13,831 from 22,662
Change-8,831 (-39%)
Value$3.1M (-$1.9M)
Filed 2026-11-04
Davidson Kahn Capital Management, LLC
INCREASED
Shares13,581 from 9,183
Change+4,398 (+48%)
Value$3.0M (+$990.1K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
DECREASED
Shares13,500 from 14,018
Change-518 (-4%)
Value$3.0M (-$75.7K)
Filed 2026-10-20
Thrive Wealth Management, LLC
DECREASED
Shares13,397 from 13,626
Change-229 (-2%)
Value$3.0M (-$12.6K)
Filed 2026-10-13
Interchange Capital Partners, LLC
DECREASED
Shares13,269 from 13,677
Change-408 (-3%)
Value$2.9M (-$52.2K)
Filed 2026-10-28
Bernardo Wealth Planning LLC
INCREASED
Shares12,978 from 7,021
Change+5,957 (+85%)
Value$2.9M (+$1.3M)
Filed 2026-10-23
Beacon Financial Group
DECREASED
Shares12,873 from 13,044
Change-171 (-1%)
Value$2.9M (-$1.3K)
Filed 2026-10-19
Ellis Investment Partners, LLC
INCREASED
Shares12,845 from 12,740
Change+105 (+1%)
Value$2.9M (+$59.1K)
Filed 2026-10-21
Almanack Investment Partners, Llc.
INCREASED
Shares12,841 from 12,616
Change+225 (+2%)
Value$2.9M (+$85.6K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares12,839 from 12,599
Change+240 (+2%)
Value$2.9M (+$88.6K)
Filed 2026-11-05
WBH Advisory Inc
DECREASED
Shares12,727 from 13,082
Change-355 (-3%)
Value$2.8M (-$42.1K)
Filed 2026-11-05
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares12,719 from 12,925
Change-206 (-2%)
Value$2.8M (-$9.5K)
Filed 2026-11-03
Oasis Advisors, LLC
INCREASED
Shares12,575 from 1,002
Change+11,573 (+1155%)
Value$2.8M (+$2.6M)
Filed 2026-10-16
WT Wealth Management
INCREASED
Shares12,518 from 10,931
Change+1,587 (+15%)
Value$2.8M (+$383.5K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares12,445 from 13,844
Change-1,399 (-10%)
Value$2.8M (-$271.9K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED
Shares12,444 from 13,704
Change-1,260 (-9%)
Value$2.8M (-$241.7K)
Filed 2026-10-08
McKinley Carter Wealth Services, Inc.
DECREASED
Shares12,403 from 12,716
Change-313 (-2%)
Value$2.8M (-$33.8K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares12,381 from 12,933
Change-552 (-4%)
Value$2.8M (-$86.3K)
Filed 2026-10-14
Centurion Wealth Management LLC
DECREASED
Shares12,251 from 26,069
Change-13,818 (-53%)
Value$2.7M (-$3.0M)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares12,107 from 12,879
Change-772 (-6%)
Value$2.7M (-$135.5K)
Filed 2026-10-21
BigSur Wealth Management LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$2.7M (+$33.7K)
Filed 2026-10-13
Crown Wealth Group, LLC
INCREASED
Shares11,939 from 11,775
Change+164 (+1%)
Value$2.7M (+$69.5K)
Filed 2026-10-19
TFC Financial Management, Inc.
INCREASED
Shares11,881 from 11,869
Change+12 (+0%)
Value$2.6M (+$36.1K)
Filed 2026-10-26
Archer Investment Management, LLC
DECREASED
Shares11,848 from 11,974
Change-126 (-1%)
Value$2.6M (+$5.5K)
Filed 2026-10-13
Insight Inv LLC
INCREASED
Shares11,797 from 11,364
Change+433 (+4%)
Value$2.6M (+$128.2K)
Filed 2026-10-27
One Advisory Partners, LLC
DECREASED
Shares11,578 from 12,819
Change-1,241 (-10%)
Value$2.6M (-$239.8K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares11,577 from 5,939
Change+5,638 (+95%)
Value$2.6M (+$1.3M)
Filed 2026-11-04
Planning Strategies Inc.
DECREASED
Shares11,574 from 12,000
Change-426 (-4%)
Value$2.6M (-$61.0K)
Filed 2026-10-02
Patten & Patten Inc
INCREASED
Shares11,507 from 11,157
Change+350 (+3%)
Value$2.6M (+$109.1K)
Filed 2026-10-26
Greenleaf Trust
DECREASED
Shares11,453 from 14,913
Change-3,460 (-23%)
Value$2.5M (-$727.0K)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares11,447 from 11,447
Change0 (0%)
Value$2.5M (+$32.2K)
Filed 2026-11-02
CGC Financial Services, LLC
INCREASED
Shares11,438 from 11,002
Change+436 (+4%)
Value$2.5M (+$127.8K)
Filed 2026-10-13
AWM Capital, LLC
INCREASED
Shares11,378 from 11,268
Change+110 (+1%)
Value$2.5M (+$56.1K)
Filed 2026-10-16
Firethorn Wealth Partners, LLC
DECREASED
Shares11,244 from 12,523
Change-1,279 (-10%)
Value$2.5M (-$249.2K)
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
DECREASED
Shares11,151 from 12,324
Change-1,173 (-10%)
Value$2.5M (-$226.2K)
Filed 2026-11-04
Clear Harbor Asset Management, LLC
DECREASED
Shares11,032 from 11,060
Change-28 (0%)
Value$2.5M (+$24.7K)
Filed 2026-11-05
Henshaw Capital LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$2.4M (+$30.9K)
Filed 2026-11-03
Lantz Financial LLC
DECREASED
Shares10,978 from 12,085
Change-1,107 (-9%)
Value$2.4M (-$212.1K)
Filed 2026-10-15
Burton Enright Welch
DECREASED
Shares10,937 from 11,028
Change-91 (-1%)
Value$2.4M (+$10.8K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares10,934 from 9,219
Change+1,715 (+19%)
Value$2.4M (+$407.1K)
Filed 2026-11-04
RMR Capital Management, LLC
UNCHANGED
Shares10,920 from 10,920
Change0 (0%)
Value$2.4M (+$30.7K)
Filed 2026-10-23
Providence First Trust Co
DECREASED
Shares10,910 from 13,361
Change-2,451 (-18%)
Value$2.4M (-$507.3K)
Filed 2026-11-02
Delta Wealth Advisors LLC
DECREASED
Shares10,854 from 12,094
Change-1,240 (-10%)
Value$2.4M (-$241.5K)
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,700 from 9,663
Change+1,037 (+11%)
Value$2.4M (+$278.4K)
Filed 2026-10-13
Polaris Investment Advisors, LLC
DECREASED
Shares10,633 from 12,109
Change-1,476 (-12%)
Value$2.4M (-$294.0K)
Filed 2026-10-20
Alterna Wealth Management, Inc
DECREASED
Shares10,583 from 10,724
Change-141 (-1%)
Value$2.4M (-$1.2K)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares10,578 from 10,011
Change+567 (+6%)
Value$2.4M (+$154.1K)
Filed 2026-10-27
Kelly Financial Services LLC
INCREASED
Shares10,568 from 10,392
Change+176 (+2%)
Value$2.3M (+$68.2K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares10,540 from 8,795
Change+1,745 (+20%)
Value$2.3M (+$412.7K)
Filed 2026-10-16
Tranquility Partners, LLC
DECREASED
Shares10,510 from 10,648
Change-138 (-1%)
Value$2.3M (-$668)
Filed 2026-10-20
Blue Zone Wealth Advisors, LLC
INCREASED
Shares10,474 from 9,683
Change+791 (+8%)
Value$2.3M (+$203.0K)
Filed 2026-10-19
Cynosure Group, LLC
DECREASED
Shares10,449 from 10,528
Change-79 (-1%)
Value$2.3M (+$12.2K)
Filed 2026-11-03
Boyum Wealth Architects LLC
DECREASED
Shares10,357 from 11,143
Change-786 (-7%)
Value$2.3M (-$111.5K)
Filed 2026-10-06
GC Wealth Management RIA, LLC
DECREASED
Shares10,335 from 11,482
Change-1,147 (-10%)
Value$2.3M (-$222.6K)
Filed 2026-11-02
Advisory Solutions Group, LLC
DECREASED
Shares10,287 from 10,342
Change-55 (-1%)
Value$2.3M (+$16.9K)
Filed 2026-10-14
Uptick Partners, LLC
INCREASED
Shares10,231 from 9,703
Change+528 (+5%)
Value$2.3M (+$144.5K)
Filed 2026-11-04
Triad Wealth Partners, LLC
INCREASED
Shares10,195 from 10,112
Change+83 (+1%)
Value$2.3M (+$23.6K)
Filed 2026-10-26
Level Financial Advisors
DECREASED
Shares10,185 from 10,257
Change-72 (-1%)
Value$2.3M (+$12.8K)
Filed 2026-10-13
Mainstream Capital Management LLC
INCREASED
Shares10,148 from 8,215
Change+1,933 (+24%)
Value$2.3M (+$452.7K)
Filed 2026-10-23
Shore Point Advisors, LLC
INCREASED
Shares10,129 from 10,007
Change+122 (+1%)
Value$2.3M (+$55.2K)
Filed 2026-10-14
Gryphon Financial Partners LLC
INCREASED
Shares10,114 from 9,586
Change+528 (+6%)
Value$2.2M (+$144.2K)
Filed 2026-11-04
Asempa Wealth Advisors
DECREASED
Shares10,061 from 10,344
Change-283 (-3%)
Value$2.2M (-$21.9K)
Filed 2026-10-07
Diversified Enterprises, LLC
INCREASED
Shares10,037 from 9,854
Change+183 (+2%)
Value$2.2M (+$68.3K)
Filed 2026-10-19
PFG Advisors
DECREASED
Shares9,989 from 10,863
Change-874 (-8%)
Value$2.2M (-$163.8K)
Filed 2026-10-16
Evergreen Capital Management LLC
DECREASED
Shares9,888 from 12,089
Change-2,201 (-18%)
Value$2.2M (-$455.1K)
Filed 2026-10-23
KFG LLC
NEW
Shares9,882
Change+9,882
Value$2.2M
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares9,789 from 9,885
Change-96 (-1%)
Value$2.2M (+$6.4K)
Filed 2026-10-13
Northland Securities, Inc.
DECREASED
Shares9,732 from 10,001
Change-269 (-3%)
Value$2.2M (-$31.7K)
Filed 2026-11-02
Goldstein Advisors, LLC
DECREASED
Shares9,653 from 11,343
Change-1,690 (-15%)
Value$2.1M (-$343.7K)
Filed 2026-10-15
Brady Martz Wealth Solutions, LLC
INCREASED
Shares9,496 from 9,494
Change+2 (+0%)
Value$2.1M (+$27.2K)
Filed 2026-11-05
Fulton Bank, N.A.
INCREASED
Shares9,419 from 8,235
Change+1,184 (+14%)
Value$2.1M (+$286.3K)
Filed 2026-10-14
Midwest Heritage Bank, FSB
DECREASED
Shares9,386 from 9,408
Change-22 (0%)
Value$2.1M (+$21.5K)
Filed 2026-10-26
Portus Wealth Advisors, LLC
INCREASED
Shares9,347 from 9,337
Change+10 (+0%)
Value$2.1M (+$28.5K)
Filed 2026-10-13
Veltria Advisors Corp.
INCREASED
Shares9,309 from 8,864
Change+445 (+5%)
Value$2.1M (+$123.8K)
Filed 2026-11-05
Abel Hall, LLC
UNCHANGED
Shares9,294 from 9,294
Change0 (0%)
Value$2.1M (+$26.1K)
Filed 2026-10-19
Selby Wealth Management, LLC
DECREASED
Shares9,177 from 9,199
Change-22 (0%)
Value$2.0M (+$21.0K)
Filed 2026-10-16
Braun-Bostich & Associates Inc.
DECREASED
Shares9,121 from 9,694
Change-573 (-6%)
Value$2.0M (-$100.1K)
Filed 2026-10-20
ShoreHaven Wealth Partners, LLC
DECREASED
Shares9,118 from 9,268
Change-150 (-2%)
Value$2.0M (-$7.3K)
Filed 2026-10-16
Integrity Wealth Partners, LLC
NEW
Shares8,907
Change+8,907
Value$2.0M
Filed 2026-10-14
WJ Wealth Management, LLC
UNCHANGED
Shares8,893 from 8,893
Change0 (0%)
Value$2.0M (+$25.0K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares8,878 from 9,093
Change-215 (-2%)
Value$2.0M (-$22.3K)
Filed 2026-10-23
Retirement Planning Group, LLC
INCREASED
Shares8,745 from 8,744
Change+1 (+0%)
Value$1.9M (+$24.8K)
Filed 2026-10-19
KCM Investment Advisors LLC
INCREASED
Shares8,728 from 8,354
Change+374 (+4%)
Value$1.9M (+$106.6K)
Filed 2026-10-27
Fifth Third Securities, Inc.
INCREASED
Shares8,614 from 4,538
Change+4,076 (+90%)
Value$1.9M (+$918.7K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares8,580 from 8,136
Change+444 (+5%)
Value$1.9M (+$121.6K)
Filed 2026-10-13
Endeavor Private Wealth, Inc.
INCREASED
Shares8,576 from 8,121
Change+455 (+6%)
Value$1.9M (+$124.1K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares8,516 from 7,532
Change+984 (+13%)
Value$1.9M (+$239.9K)
Filed 2026-10-26
Brandywine OAK Private Wealth LLC
DECREASED
Shares8,410 from 8,481
Change-71 (-1%)
Value$1.9M (+$8.1K)
Filed 2026-10-23
USAdvisors Wealth Management, LLC
DECREASED
Shares8,313 from 8,358
Change-45 (-1%)
Value$1.8K (-$1.8M)
Filed 2026-10-21
WealthPlan Investment Management, LLC
DECREASED
Shares8,252 from 8,409
Change-157 (-2%)
Value$1.8M (-$11.2K)
Filed 2026-10-15
Smart Wealth LLC
INCREASED
Shares8,231 from 8,177
Change+54 (+1%)
Value$1.8M (+$35.0K)
Filed 2026-11-04
Mattern Wealth Management LLC
DECREASED
Shares8,200 from 8,226
Change-26 (0%)
Value$1.8M (+$17.3K)
Filed 2026-11-04
Global Financial Private Client, LLC
INCREASED
Shares8,159 from 8,144
Change+15 (+0%)
Value$1.8M (+$26.3K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED
Shares8,034 from 8,034
Change0 (0%)
Value$1.8M (+$22.6K)
Filed 2026-10-22
Johnson Bixby & Associates, LLC
DECREASED
Shares8,028 from 8,053
Change-25 (0%)
Value$1.8M (+$17.1K)
Filed 2026-10-14
Lifelong Wealth Advisors, Inc.
DECREASED
Shares7,938 from 8,464
Change-526 (-6%)
Value$1.8M (-$93.1K)
Filed 2026-10-19
Soltis Investment Advisors LLC
INCREASED
Shares7,921 from 7,790
Change+131 (+2%)
Value$1.8M (+$51.1K)
Filed 2026-10-28
Vision Capital Management, Inc.
DECREASED
Shares7,875 from 8,042
Change-167 (-2%)
Value$1.8M (-$14.5K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED
Shares7,807 from 8,066
Change-259 (-3%)
Value$1.7M (-$34.9K)
Filed 2026-10-06
Gen-Wealth Partners Inc
INCREASED
Shares7,788 from 7,689
Change+99 (+1%)
Value$1.7M (+$43.6K)
Filed 2026-11-04
Silverlake Wealth Management LLC
INCREASED
Shares7,768 from 7,091
Change+677 (+10%)
Value$1.7M (+$170.3K)
Filed 2026-10-21
Florida Trust Wealth Management Co
UNCHANGED
Shares7,767 from 7,767
Change0 (0%)
Value$1.7M (+$21.8K)
Filed 2026-11-05
Trademark Financial Management, LLC
DECREASED
Shares7,736 from 8,133
Change-397 (-5%)
Value$1.7M (-$65.4K)
Filed 2026-10-23
Rubicon Advisors, GP
INCREASED
Shares7,673 from 7,097
Change+576 (+8%)
Value$1.7M (+$147.9K)
Filed 2026-10-23
Allen Capital Group, LLC
DECREASED
Shares7,612 from 7,622
Change-10 (0%)
Value$1.7M (+$19.2K)
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares7,602 from 4,954
Change+2,648 (+53%)
Value$1.7M (+$602.5K)
Filed 2026-10-14
Midwest Capital Advisors, LLC
DECREASED
Shares7,558 from 7,569
Change-11 (0%)
Value$1.7M (+$18.8K)
Filed 2026-11-04
ASL Financial, LLC
INCREASED
Shares7,556 from 7,492
Change+64 (+1%)
Value$1.7M (+$35.3K)
Filed 2026-10-15
Lionsbridge Wealth Management LLC
DECREASED
Shares7,551 from 8,224
Change-673 (-8%)
Value$1.7M (-$126.5K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares7,414 from 9,159
Change-1,745 (-19%)
Value$1.6M (-$362.1K)
Filed 2026-11-04
Tctc Holdings, LLC
INCREASED
Shares7,335 from 7,064
Change+271 (+4%)
Value$1.6M (+$80.1K)
Filed 2026-11-02
Lpwm LLC
INCREASED
Shares7,321 from 6,961
Change+360 (+5%)
Value$1.6M (+$99.5K)
Filed 2026-10-20
MBE Wealth Management, LLC
INCREASED
Shares7,223 from 7,222
Change+1 (+0%)
Value$1.6M (+$20.5K)
Filed 2026-10-26
Ackerman Capital Advisors, LLC
DECREASED
Shares7,217 from 7,327
Change-110 (-1%)
Value$1.6M (-$3.9K)
Filed 2026-10-30
Foundry Financial Group, Inc.
DECREASED
Shares7,211 from 8,557
Change-1,346 (-16%)
Value$1.6M (-$275.1K)
Filed 2026-10-28
Apeiron RIA LLC
DECREASED
Shares7,152 from 25,013
Change-17,861 (-71%)
Value$1.6M (-$3.9M)
Filed 2026-10-08
Arsenal Capital Advisors LLC
DECREASED
Shares7,150 from 7,156
Change-6 (0%)
Value$1.6M (+$18.8K)
Filed 2026-11-02
Elevate Capital Advisors, LLC
INCREASED
Shares7,120 from 1,415
Change+5,705 (+403%)
Value$1.6M (+$1.3M)
Filed 2026-11-02
Goelzer Investment Management, Inc.
DECREASED
Shares7,107 from 7,224
Change-117 (-2%)
Value$1.6M (-$5.7K)
Filed 2026-10-16
Financial Insights, Inc.
INCREASED
Shares6,987 from 6,792
Change+195 (+3%)
Value$1.6M (+$62.6K)
Filed 2026-10-27
Hamilton Point Investment Advisors, LLC
INCREASED
Shares6,937 from 281
Change+6,656 (+2369%)
Value$1.5M (+$1.5M)
Filed 2026-11-03
Retirement Wealth Solutions LLC
INCREASED
Shares6,929 from 6,313
Change+616 (+10%)
Value$1.5M (+$154.6K)
Filed 2026-10-07
Investors Research Corp
DECREASED
Shares6,884 from 7,412
Change-528 (-7%)
Value$1.5M (-$96.5K)
Filed 2026-10-07
First Heartland Consultants, Inc.
INCREASED
Shares6,854 from 2,719
Change+4,135 (+152%)
Value$1.5M (+$926.4K)
Filed 2026-10-08
SeaCrest Wealth Management, LLC
INCREASED
Shares6,769 from 6,611
Change+158 (+2%)
Value$1.5M (+$53.6K)
Filed 2026-10-21
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares6,769 from 6,716
Change+53 (+1%)
Value$1.5M (+$33.3K)
Filed 2026-10-13
LexAurum Advisors, LLC
INCREASED
Shares6,757 from 6,669
Change+88 (+1%)
Value$1.5M (+$38.3K)
Filed 2026-10-19
First International Bank of Israel Ltd.
INCREASED
Shares6,754 from 6,724
Change+30 (+0%)
Value$1.5M (+$25.7K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares6,696
Change+6,696
Value$1.5M
Filed 2026-11-03
Balance Wealth Partners LLC
DECREASED
Shares6,692 from 7,652
Change-960 (-13%)
Value$1.5M (-$191.8K)
Filed 2026-10-27
Fairvoy Private Wealth, LLC
DECREASED
Shares6,661 from 6,663
Change-2 (0%)
Value$1.5M (+$18.3K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
DECREASED
Shares6,637 from 7,146
Change-509 (-7%)
Value$1.5M (-$89.0K)
Filed 2026-10-09
Opulen Financial Group LLC
DECREASED
Shares6,591 from 7,136
Change-545 (-8%)
Value$1.5M (-$101.1K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares6,565 from 10,201
Change-3,636 (-36%)
Value$1.5M (-$779.4K)
Filed 2026-10-13
Meridian Investment Counsel Inc.
UNCHANGED
Shares6,522 from 6,522
Change0 (0%)
Value$1.4M (+$18.3K)
Filed 2026-10-14
Rainier Family Wealth Inc
DECREASED
Shares6,455 from 6,648
Change-193 (-3%)
Value$1.4M (-$24.2K)
Filed 2026-11-02
Glenview Trust Co
INCREASED
Shares6,444 from 6,217
Change+227 (+4%)
Value$1.4M (+$67.9K)
Filed 2026-10-28
Stone House Investment Management, LLC
DECREASED
Shares6,428 from 6,891
Change-463 (-7%)
Value$1.4M (-$83.7K)
Filed 2026-10-23
Syntegra Private Wealth Group, LLC
DECREASED
Shares6,426 from 6,486
Change-60 (-1%)
Value$1.4M (+$5.0K)
Filed 2026-10-13
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares6,413 from 6,961
Change-548 (-8%)
Value$1.4M (-$102.2K)
Filed 2026-11-05
Exchange Bank
INCREASED
Shares6,343 from 4,519
Change+1,824 (+40%)
Value$1.4M (+$418.1K)
Filed 2026-10-07
Allegheny Financial Group
INCREASED
Shares6,338 from 6,298
Change+40 (+1%)
Value$1.4M (+$26.5K)
Filed 2026-11-05
Avalon Capital Management
UNCHANGED
Shares6,316 from 6,316
Change0 (0%)
Value$1.4M (+$17.7K)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares6,279 from 3,026
Change+3,253 (+108%)
Value$1.4M (+$731.5K)
Filed 2026-10-20
Galvin, Gaustad & Stein, LLC
DECREASED
Shares6,189 from 6,222
Change-33 (-1%)
Value$1.4M (+$10.3K)
Filed 2026-10-08
Yankcom Partnership
INCREASED
Shares6,141 from 6,000
Change+141 (+2%)
Value$1.4M (+$48.2K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares6,128 from 5,977
Change+151 (+3%)
Value$1.4M (+$50.4K)
Filed 2026-10-26
Pines Wealth Management, LLC
INCREASED
Shares6,122 from 5,945
Change+177 (+3%)
Value$1.4M (+$56.0K)
Filed 2026-10-21
Accredited Investor Services, LLC
INCREASED
Shares6,112 from 5,996
Change+116 (+2%)
Value$1.4M (+$42.6K)
Filed 2026-10-22
First Citizens Bank & Trust Co
INCREASED
Shares6,100 from 5,823
Change+277 (+5%)
Value$1.4M (+$77.9K)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares6,086
Change+6,086
Value$1.4M
Filed 2026-10-28
Calamos Wealth Management LLC
INCREASED
Shares6,073 from 5,855
Change+218 (+4%)
Value$1.3M (+$64.9K)
Filed 2026-11-02
Nations Financial Group Inc,
DECREASED
Shares5,996 from 6,470
Change-474 (-7%)
Value$1.3M (-$87.2K)
Filed 2026-11-05
Parsons Capital Management Inc
DECREASED
Shares5,991 from 6,195
Change-204 (-3%)
Value$1.3M (-$27.9K)
Filed 2026-10-28
Quadcap Wealth Management, LLC
DECREASED
Shares5,929 from 6,399
Change-470 (-7%)
Value$1.3M (-$86.4K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares5,852 from 5,858
Change-6 (0%)
Value$1.3M (+$15.1K)
Filed 2026-11-04
Tarbox Family Office, Inc.
DECREASED
Shares5,831 from 5,924
Change-93 (-2%)
Value$1.3M (-$4.0K)
Filed 2026-10-23
Lake Street Private Wealth, LLC
INCREASED
Shares5,800 from 5,635
Change+165 (+3%)
Value$1.3M (+$52.5K)
Filed 2026-10-22
Raub Brock Capital Management LP
INCREASED
Shares5,799 from 5,783
Change+16 (+0%)
Value$1.3M (+$19.9K)
Filed 2026-10-21
Wall Capital Group, Inc.
DECREASED
Shares5,789 from 6,430
Change-641 (-10%)
Value$1.3M (-$124.3K)
Filed 2026-10-14
One Wealth Capital Management, LLC
DECREASED
Shares5,759 from 8,352
Change-2,593 (-31%)
Value$1.3M (-$552.8K)
Filed 2026-10-23
Cahaba Wealth Management, Inc.
DECREASED
Shares5,752 from 5,760
Change-8 (0%)
Value$1.3M (+$14.2K)
Filed 2026-10-26
Meridian Financial Partners LLC
INCREASED
Shares5,636 from 5,627
Change+9 (+0%)
Value$1.3M (+$36.1K)
Filed 2026-10-23
Soundwatch Capital LLC
INCREASED
Shares5,607 from 5,347
Change+260 (+5%)
Value$1.3M (+$85.4K)
Filed 2026-11-04
Trust Co of Toledo NA
DECREASED
Shares5,602 from 5,627
Change-25 (0%)
Value$1.2M (+$10.3K)
Filed 2026-10-16
Ipsen Advisor Group LLC
DECREASED
Shares5,527 from 5,664
Change-137 (-2%)
Value$1.2M (-$14.4K)
Filed 2026-10-29
Moulton Wealth Management, Inc
DECREASED
Shares5,492 from 5,518
Change-26 (0%)
Value$1.2M (+$17.6K)
Filed 2026-10-13
Compass Ion Advisors, LLC
DECREASED
Shares5,455 from 5,654
Change-199 (-4%)
Value$1.2M (-$28.4K)
Filed 2026-10-23
First Financial Bank - Trust Division
DECREASED
Shares5,450 from 5,512
Change-62 (-1%)
Value$1.2M (+$1.7K)
Filed 2026-10-01
First National Trust Co
INCREASED
Shares5,390 from 4,058
Change+1,332 (+33%)
Value$1.2M (+$307.4K)
Filed 2026-10-28
Clark Asset Management, LLC
INCREASED
Shares5,332 from 4,955
Change+377 (+8%)
Value$1.2M (+$97.7K)
Filed 2026-10-19
Destiny Wealth Partners, LLC
INCREASED
Shares5,274 from 4,613
Change+661 (+14%)
Value$1.2M (+$159.3K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
INCREASED
Shares5,267 from 5,225
Change+42 (+1%)
Value$1.2M (+$24.0K)
Filed 2026-10-21
Kellett Wealth Advisors, LLC
INCREASED
Shares5,263 from 5,113
Change+150 (+3%)
Value$1.2M (+$47.7K)
Filed 2026-10-15
Core Wealth Advisors, LLC
DECREASED
Shares5,258 from 5,374
Change-116 (-2%)
Value$1.2M (-$10.7K)
Filed 2026-11-05
Noble Wealth Management PBC
DECREASED
Shares5,231 from 5,384
Change-153 (-3%)
Value$1.2M (-$18.8K)
Filed 2026-10-01
Cyndeo Wealth Partners, LLC
INCREASED
Shares5,217 from 5,099
Change+118 (+2%)
Value$1.2M (+$40.5K)
Filed 2026-10-16
Owl Creek Wealth Partners LLC
INCREASED
Shares5,205 from 5,202
Change+3 (+0%)
Value$1.2M (+$15.4K)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares5,191 from 5,191
Change0 (0%)
Value$1.2M (+$14.2K)
Filed 2026-10-29
Vavra Capital Management, LLC
UNCHANGED
Shares5,189 from 5,189
Change0 (0%)
Value$1.2M (+$14.6K)
Filed 2026-10-14
Abundance Wealth Counselors
UNCHANGED
Shares5,178 from 5,178
Change0 (0%)
Value$1.2M (+$14.5K)
Filed 2026-10-26
Aprio Wealth Management, LLC
DECREASED
Shares5,164 from 5,422
Change-258 (-5%)
Value$1.1M (-$42.2K)
Filed 2026-10-28
First American Bank
UNCHANGED
Shares5,163 from 5,163
Change0 (0%)
Value$1.1M (+$14.5K)
Filed 2026-10-27
Accredited Investors Inc.
UNCHANGED
Shares5,137 from 5,137
Change0 (0%)
Value$1.1M (+$14.5K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
NEW
Shares5,119
Change+5,119
Value$1.1M
Filed 2026-10-26
W Advisors, LLC
INCREASED
Shares5,116 from 5,047
Change+69 (+1%)
Value$1.1M (+$29.5K)
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares5,098 from 15,904
Change-10,806 (-68%)
Value$1.1M (-$2.4M)
Filed 2026-10-14
Elevated Capital Advisors, LLC
DECREASED
Shares5,091 from 11,302
Change-6,211 (-55%)
Value$1.1M (-$1.3M)
Filed 2026-11-04
Matauro, LLC
DECREASED
Shares5,079 from 6,756
Change-1,677 (-25%)
Value$1.1M (-$353.6K)
Filed 2026-11-03
Aspire Private Capital, LLC
DECREASED
Shares5,058 from 5,250
Change-192 (-4%)
Value$1.1M (-$28.0K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED
Shares5,012 from 4,909
Change+103 (+2%)
Value$1.1M (+$36.7K)
Filed 2026-11-04
Ergawealth Advisors, Inc.
INCREASED
Shares4,990 from 4,982
Change+8 (+0%)
Value$1.1M (+$15.8K)
Filed 2026-10-21
Riverchase Wealth Management, LLC
DECREASED
Shares4,964 from 4,973
Change-9 (0%)
Value$1.1M (+$12.0K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares4,941 from 4,887
Change+54 (+1%)
Value$1.1M (+$25.7K)
Filed 2026-10-13
Cornerstone Planning Group LLC
DECREASED
Shares4,937 from 5,379
Change-442 (-8%)
Value$1.1M (-$47.9K)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares4,915 from 5,504
Change-589 (-11%)
Value$1.1M (-$115.4K)
Filed 2026-10-28
White Lighthouse Investment Management Inc.
INCREASED
Shares4,915 from 4,739
Change+176 (+4%)
Value$1.1M (+$52.4K)
Filed 2026-10-21
MFA Wealth Services
DECREASED
Shares4,895 from 5,115
Change-220 (-4%)
Value$1.1M (-$34.7K)
Filed 2026-10-14
SWP Financial LLC
DECREASED
Shares4,891 from 5,083
Change-192 (-4%)
Value$1.1M (-$28.2K)
Filed 2026-10-23
Altus Wealth Group LLC
INCREASED
Shares4,882 from 4,531
Change+351 (+8%)
Value$1.1M (+$90.6K)
Filed 2026-10-20
Wolff Financial Management LLC
DECREASED
Shares4,826 from 5,004
Change-178 (-4%)
Value$1.1M (-$25.5K)
Filed 2026-10-23
Washington Trust Co
UNCHANGED
Shares4,815 from 4,815
Change0 (0%)
Value$1.1M (+$13.5K)
Filed 2026-10-22
Altfest L J & Co Inc
DECREASED
Shares4,785 from 5,012
Change-227 (-5%)
Value$1.1M (-$36.2K)
Filed 2026-10-27
International Assets Investment Management, LLC
INCREASED
Shares4,755 from 4,734
Change+21 (+0%)
Value$1.1M (+$26.4K)
Filed 2026-11-02
Principal Financial Group Inc
UNCHANGED
Shares4,701 from 4,701
Change0 (0%)
Value$1.0M (+$13.2K)
Filed 2026-11-02
RHS Financial, LLC
INCREASED
Shares4,699 from 4,251
Change+448 (+11%)
Value$1.0M (+$111.5K)
Filed 2026-10-13
Sweeney & Michel, LLC
INCREASED
Shares4,694 from 4,654
Change+40 (+1%)
Value$1.0M (-$7.2K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,693 from 4,797
Change-104 (-2%)
Value$1.0M (-$9.6K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
DECREASED
Shares4,664 from 5,613
Change-949 (-17%)
Value$1.0M (-$195.1K)
Filed 2026-10-26
Indivisible Partners
INCREASED
Shares4,662 from 4,660
Change+2 (+0%)
Value$1.0M (+$13.5K)
Filed 2026-10-26
Wells Financial Advisors Inc
DECREASED
Shares4,655 from 4,665
Change-10 (0%)
Value$1.0M (+$10.9K)
Filed 2026-11-02
Kelly Financial Group LLC
DECREASED
Shares4,590 from 4,612
Change-22 (0%)
Value$1.0M (+$8.1K)
Filed 2026-10-16
Whalen Wealth Management Inc.
NEW
Shares4,580
Change+4,580
Value$1.0M
Filed 2026-10-08
Root Financial Partners, LLC
INCREASED
Shares4,566 from 3,497
Change+1,069 (+31%)
Value$1.0M (+$247.4K)
Filed 2026-10-21
Hengehold Capital Management LLC
DECREASED
Shares4,561 from 8,249
Change-3,688 (-45%)
Value$1.0M (-$796.4K)
Filed 2026-10-16
McAdam, LLC
INCREASED
Shares4,558 from 4,369
Change+189 (+4%)
Value$1.0M (+$54.3K)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares4,532 from 4,055
Change+477 (+12%)
Value$1.0M (+$117.4K)
Filed 2026-10-23
Stackstone Wealth, LLC
NEW
Shares4,515
Change+4,515
Value$1.0M
Filed 2026-10-19
HCR Wealth Advisors
INCREASED
Shares4,506 from 3,800
Change+706 (+19%)
Value$1.0M (+$167.6K)
Filed 2026-10-15
Wealth Dimensions Group, Ltd.
DECREASED
Shares4,497 from 4,645
Change-148 (-3%)
Value$999.4K (-$20.0K)
Filed 2026-11-02
Americana Partners, LLC
INCREASED
Shares4,453 from 4,445
Change+8 (+0%)
Value$989.5K (+$14.1K)
Filed 2026-10-28
Trace Wealth Advisors, LLC
UNCHANGED
Shares4,434 from 4,434
Change0 (0%)
Value$985.4K (+$12.5K)
Filed 2026-10-30
Novem Group
INCREASED
Shares4,432 from 4,193
Change+239 (+6%)
Value$985.1K (+$65.0K)
Filed 2026-10-19
Moneywise, Inc.
INCREASED
Shares4,400 from 960
Change+3,440 (+358%)
Value$977.8K (+$767.2K)
Filed 2026-10-30
Gibbs Wealth Management
INCREASED
Shares4,356 from 3,486
Change+870 (+25%)
Value$968.0K (+$203.1K)
Filed 2026-10-22
Pearl Planning LLC
DECREASED
Shares4,356 from 5,202
Change-846 (-16%)
Value$968.1K (-$173.4K)
Filed 2026-10-13
Lebenthal Global Advisors, LLC
INCREASED
Shares4,345 from 4,197
Change+148 (+4%)
Value$965.7K (+$44.7K)
Filed 2026-10-28
Family Wealth Partners, LLC
INCREASED
Shares4,340 from 4,298
Change+42 (+1%)
Value$964.4K (+$21.2K)
Filed 2026-10-20
Mattern Capital Management, LLC
DECREASED
Shares4,335 from 4,388
Change-53 (-1%)
Value$963.4K (+$551)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares4,299 from 4,383
Change-84 (-2%)
Value$955.5K (-$6.3K)
Filed 2026-10-13
Oak Barrel Wealth Advisory LLC
INCREASED
Shares4,283 from 4,273
Change+10 (+0%)
Value$951.8K (+$14.1K)
Filed 2026-11-05
Aspiriant, LLC
INCREASED
Shares4,215 from 2,175
Change+2,040 (+94%)
Value$936.9K (+$459.5K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares4,186 from 3,868
Change+318 (+8%)
Value$930.4K (+$81.7K)
Filed 2026-11-03
A4 Wealth Advisors LLC
INCREASED
Shares4,148 from 3,845
Change+303 (+8%)
Value$921.9K (+$78.2K)
Filed 2026-10-20
Cherry Tree Wealth Management, LLC
INCREASED
Shares4,124 from 3,939
Change+185 (+5%)
Value$916.5K (+$52.2K)
Filed 2026-10-15
Jeter Robert S II
NEW
Shares4,102
Change+4,102
Value$931.5K
Filed 2026-10-16
Perryman Financial Advisory Inc
INCREASED
Shares4,080 from 4,067
Change+13 (+0%)
Value$906.8K (+$14.3K)
Filed 2026-10-16
New England Professional Planning Group Inc.
INCREASED
Shares4,051 from 4,045
Change+6 (+0%)
Value$900.2K (+$12.6K)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares4,049 from 3,531
Change+518 (+15%)
Value$899.8K (+$125.1K)
Filed 2026-10-28
GK Wealth Management LLC
DECREASED
Shares4,021 from 4,975
Change-954 (-19%)
Value$893.5K (-$198.0K)
Filed 2026-10-09
Peak Wealth Management LLC
DECREASED
Shares3,989 from 4,187
Change-198 (-5%)
Value$900.2K (-$18.6K)
Filed 2026-10-26
Bedminster, LLC
DECREASED
Shares3,967 from 8,835
Change-4,868 (-55%)
Value$881.6K (-$1.1M)
Filed 2026-11-04
Paulson Wealth Management Inc.
UNCHANGED
Shares3,965 from 3,965
Change0 (0%)
Value$881.2K (+$11.1K)
Filed 2026-11-02
15 Wealth Advisors LLC
NEW
Shares3,941
Change+3,941
Value$876.6K
Filed 2026-10-14
Procyon Advisors, LLC
DECREASED
Shares3,907 from 3,936
Change-29 (-1%)
Value$868.4K (+$4.7K)
Filed 2026-10-21
Amplius Wealth Advisors, LLC
DECREASED
Shares3,883 from 4,270
Change-387 (-9%)
Value$863.0K (-$73.9K)
Filed 2026-10-20
Bluedoor Private Wealth, LLC
INCREASED
Shares3,868 from 3,826
Change+42 (+1%)
Value$859.6K (+$20.0K)
Filed 2026-11-05
Tempus Wealth Planning, LLC
DECREASED
Shares3,849 from 4,360
Change-511 (-12%)
Value$855.4K (-$101.3K)
Filed 2026-10-14
Sutton Place Investors LLC
DECREASED
Shares3,847 from 3,937
Change-90 (-2%)
Value$855.0K (-$8.9K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
DECREASED
Shares3,840 from 4,000
Change-160 (-4%)
Value$853.5K (-$24.3K)
Filed 2026-10-08
Union Bancaire Privee, UBP SA
UNCHANGED
Shares3,829 from 3,829
Change0 (0%)
Value$854.7K (+$22.7K)
Filed 2026-11-04
Ridgeline Wealth Planning, LLC
DECREASED
Shares3,813 from 4,255
Change-442 (-10%)
Value$847.3K (-$86.4K)
Filed 2026-10-29
PKS Advisory Services, LLC
UNCHANGED
Shares3,803 from 3,803
Change0 (0%)
Value$834.3K ($0)
Filed 2026-10-26
Tred Avon Family Wealth, LLC
UNCHANGED
Shares3,730 from 3,730
Change0 (0%)
Value$829.0K (+$10.5K)
Filed 2026-10-20
Firestone Capital Management
INCREASED
Shares3,713 from 3,707
Change+6 (+0%)
Value$825.2K (+$11.8K)
Filed 2026-11-03
Emprise Bank
DECREASED
Shares3,705 from 3,780
Change-75 (-2%)
Value$823.4K (-$6.0K)
Filed 2026-10-07
Moss Adams Wealth Advisors LLC
INCREASED
Shares3,702 from 3,699
Change+3 (+0%)
Value$822.7K (+$11.1K)
Filed 2026-10-28
BridgePort Financial Solutions, LLC
INCREASED
Shares3,679 from 3,299
Change+380 (+12%)
Value$817.7K (+$93.8K)
Filed 2026-11-02
Wilkins Miller Wealth Management, LLC
INCREASED
Shares3,675 from 3,608
Change+67 (+2%)
Value$816.8K (+$25.0K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares3,643 from 3,340
Change+303 (+9%)
Value$809.6K (+$76.7K)
Filed 2026-10-20
JGP Wealth Management, LLC
UNCHANGED
Shares3,636 from 3,636
Change0 (0%)
Value$808.0K (+$10.3K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares3,626 from 3,562
Change+64 (+2%)
Value$805.9K (+$24.2K)
Filed 2026-10-23
Cooper Financial Group
DECREASED
Shares3,622 from 3,835
Change-213 (-6%)
Value$804.9K (-$36.5K)
Filed 2026-10-07
Fiduciary Alliance LLC
DECREASED
Shares3,610 from 3,790
Change-180 (-5%)
Value$802.3K (-$29.4K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares3,599 from 3,331
Change+268 (+8%)
Value$799.8K (+$68.8K)
Filed 2026-11-05
Ballast Rock Private Wealth LLC
INCREASED
Shares3,591 from 2,803
Change+788 (+28%)
Value$798.1K (+$183.0K)
Filed 2026-10-26
Northside Capital Management, LLC
UNCHANGED
Shares3,582 from 3,582
Change0 (0%)
Value$796.1K (+$10.1K)
Filed 2026-10-13
Boston Trust Walden Corp
DECREASED
Shares3,569 from 3,632
Change-63 (-2%)
Value$793.2K (-$3.8K)
Filed 2026-10-30
Flagstar Securities, Inc
DECREASED
Shares3,543 from 3,581
Change-38 (-1%)
Value$787.5K (+$1.6K)
Filed 2026-10-15
MKT Advisors LLC
DECREASED
Shares3,525 from 3,828
Change-303 (-8%)
Value$797.1K (-$36.4K)
Filed 2026-10-20
Latitude Advisors, LLC
DECREASED
Shares3,517 from 6,514
Change-2,997 (-46%)
Value$781.7K (-$647.6K)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED
Shares3,511 from 3,520
Change-9 (0%)
Value$780.3K (+$8.0K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares3,491 from 4,814
Change-1,323 (-27%)
Value$775.8K (-$280.5K)
Filed 2026-11-04
Legacy Advisors, LLC
INCREASED
Shares3,487 from 3,422
Change+65 (+2%)
Value$774.9K (+$24.0K)
Filed 2026-10-19
MBL Wealth, LLC
DECREASED
Shares3,464 from 3,539
Change-75 (-2%)
Value$769.8K (-$6.7K)
Filed 2026-10-22
Midwest Trust Co
DECREASED
Shares3,437 from 3,710
Change-273 (-7%)
Value$763.8K (-$50.2K)
Filed 2026-10-22
Zenith Solutions, Inc.
INCREASED
Shares3,397 from 3,294
Change+103 (+3%)
Value$755.0K (+$32.3K)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
NEW
Shares3,371
Change+3,371
Value$749.2K
Filed 2026-10-16
Palatine Hill Wealth Management, LLC
DECREASED
Shares3,366 from 3,367
Change-1 (0%)
Value$748.1K (+$9.2K)
Filed 2026-11-03
MRA Advisory Group
DECREASED
Shares3,346 from 52,400
Change-49,054 (-94%)
Value$743.5K (-$10.8M)
Filed 2026-10-07
Independence Bank of Kentucky
DECREASED
Shares3,345 from 3,507
Change-162 (-5%)
Value$743.4K (-$26.1K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares3,300 from 3,174
Change+126 (+4%)
Value$733.4K (+$36.9K)
Filed 2026-10-27
Cassilly Financial Group LLC
DECREASED
Shares3,259 from 3,285
Change-26 (-1%)
Value$724.2K (+$3.4K)
Filed 2026-10-07
Ferguson Wellman Capital Management, Inc
INCREASED
Shares3,244 from 3,089
Change+155 (+5%)
Value$720.9K (+$43.1K)
Filed 2026-10-05
Stableford Capital II LLC
DECREASED
Shares3,216 from 4,430
Change-1,214 (-27%)
Value$714.7K (-$257.4K)
Filed 2026-10-09
Davidson Trust Co
DECREASED
Shares3,210 from 4,063
Change-853 (-21%)
Value$713.4K (-$178.5K)
Filed 2026-10-09
Palisade Asset Management, LLC
UNCHANGED
Shares3,210 from 3,210
Change0 (0%)
Value$713.4K (+$9.0K)
Filed 2026-11-03
Sound Financial Strategies Group, LLC
DECREASED
Shares3,178 from 24,169
Change-20,991 (-87%)
Value$706.3K (-$4.6M)
Filed 2026-10-30
Bokf, NA
UNCHANGED
Shares3,173 from 3,173
Change0 (0%)
Value$705.2K (+$8.9K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
INCREASED
Shares3,166 from 2,906
Change+260 (+9%)
Value$703.6K (+$66.0K)
Filed 2026-10-16
Juncture Wealth Strategies, LLC
UNCHANGED
Shares3,104 from 3,104
Change0 (0%)
Value$689.8K (+$8.7K)
Filed 2026-10-06
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares3,018 from 3,117
Change-99 (-3%)
Value$670.7K (-$13.2K)
Filed 2026-10-16
Oath Planning, LLC
DECREASED
Shares3,006 from 3,247
Change-241 (-7%)
Value$668.1K (-$44.3K)
Filed 2026-10-20
SYM Financial Corp
INCREASED
Shares2,982 from 2,923
Change+59 (+2%)
Value$662.8K (+$21.3K)
Filed 2026-10-26
Trust Co of Vermont
UNCHANGED
Shares2,954 from 2,954
Change0 (0%)
Value$656.5K (+$8.3K)
Filed 2026-10-21
Integral Investment Advisors, Inc.
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$655.6K (+$8.3K)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares2,947 from 3,385
Change-438 (-13%)
Value$654.9K (-$87.9K)
Filed 2026-10-23
Investment Research Partners LLC
UNCHANGED
Shares2,946 from 2,946
Change0 (0%)
Value$654.7K (+$8.3K)
Filed 2026-10-19
Asset Allocation Strategies LLC
INCREASED
Shares2,916 from 2,599
Change+317 (+12%)
Value$648.1K (+$77.8K)
Filed 2026-10-20
Accelerate Investment Advisors LLC
DECREASED
Shares2,911 from 2,942
Change-31 (-1%)
Value$647.0K (+$1.4K)
Filed 2026-11-02
NWF Advisory Services Inc.
INCREASED
Shares2,889 from 2,819
Change+70 (+2%)
Value$642.0K (+$23.5K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
DECREASED
Shares2,874 from 3,360
Change-486 (-14%)
Value$638.8K (-$98.6K)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares2,869 from 2,320
Change+549 (+24%)
Value$637.6K (+$128.5K)
Filed 2026-10-09
Beaumont Financial Advisors, LLC
UNCHANGED
Shares2,862 from 2,862
Change0 (0%)
Value$636.2K (+$8.1K)
Filed 2026-10-22
First Financial Group Corp
UNCHANGED
Shares2,839 from 2,839
Change0 (0%)
Value$631.1K (+$8.1K)
Filed 2026-10-22
Elevate Wealth Advisory, Inc
INCREASED
Shares2,828 from 2,801
Change+27 (+1%)
Value$628.5K (+$14.0K)
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares2,824 from 2,824
Change0 (0%)
Value$627.6K (+$7.9K)
Filed 2026-11-04
Capital Investment Counsel, LLC
INCREASED
Shares2,785 from 1,659
Change+1,126 (+68%)
Value$618.9K (+$254.9K)
Filed 2026-10-14
Curry Webb Wealth Management LLC
UNCHANGED
Shares2,763 from 2,763
Change0 (0%)
Value$606.3K ($0)
Filed 2026-10-22
StoneX Group Inc.
DECREASED
Shares2,749 from 10,688
Change-7,939 (-74%)
Value$611.0K (-$1.7M)
Filed 2026-11-03
Johnson Financial Group, LLC
DECREASED
Shares2,746 from 2,747
Change-1 (0%)
Value$610.5K (+$7.7K)
Filed 2026-11-03
Wedmont Private Capital
UNCHANGED
Shares2,735 from 2,735
Change0 (0%)
Value$618.5K (+$17.7K)
Filed 2026-10-09
Abound Wealth Management
INCREASED
Shares2,730 from 1,086
Change+1,644 (+151%)
Value$606.8K (+$368.5K)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares2,714 from 2,388
Change+326 (+14%)
Value$618.0K (+$94.0K)
Filed 2026-10-13
Pinion Investment Advisors, LLC
INCREASED
Shares2,713 from 2,633
Change+80 (+3%)
Value$602.9K (+$25.2K)
Filed 2026-11-04
International Private Wealth Advisors LLC
DECREASED
Shares2,711 from 2,832
Change-121 (-4%)
Value$602.4K (-$18.9K)
Filed 2026-11-05
CWA Asset Management Group, LLC
DECREASED
Shares2,678 from 2,711
Change-33 (-1%)
Value$595.2K (+$284)
Filed 2026-10-19
Avail Investment Partners, LLC
UNCHANGED
Shares2,651 from 2,651
Change0 (0%)
Value$589.2K (+$7.5K)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares2,644 from 2,589
Change+55 (+2%)
Value$587.6K (+$19.5K)
Filed 2026-10-22
46 Peaks LLC
UNCHANGED
Shares2,622 from 2,622
Change0 (0%)
Value$582.7K (+$7.4K)
Filed 2026-11-03
Wise Wealth Partners
DECREASED
Shares2,616 from 2,623
Change-7 (0%)
Value$581.5K (+$5.9K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
DECREASED
Shares2,599 from 3,203
Change-604 (-19%)
Value$577.7K (-$125.0K)
Filed 2026-10-22
4J Wealth Management LLC
UNCHANGED
Shares2,588 from 2,588
Change0 (0%)
Value$575.2K (+$7.3K)
Filed 2026-11-02
San Luis Wealth Advisors LLC
INCREASED
Shares2,578 from 2,572
Change+6 (+0%)
Value$572.8K (+$8.5K)
Filed 2026-10-27
RCS Financial Planning, LLC
DECREASED
Shares2,568 from 6,108
Change-3,540 (-58%)
Value$570.8K (-$769.4K)
Filed 2026-10-14
Box Hill Private Wealth LLC
INCREASED
Shares2,555 from 2,535
Change+20 (+1%)
Value$567.7K (+$11.5K)
Filed 2026-10-05
Citizens National Bank Trust Department
DECREASED
Shares2,540 from 2,606
Change-66 (-3%)
Value$564.5K (-$7.3K)
Filed 2026-11-04
NBT Bank, N.A.
DECREASED
Shares2,529 from 2,646
Change-117 (-4%)
Value$562.0K (-$18.6K)
Filed 2026-10-21
Frederick Financial Consultants, LLC
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$560.1K (+$7.1K)
Filed 2026-10-29
KPP Advisory Services LLC
DECREASED
Shares2,513 from 8,870
Change-6,357 (-72%)
Value$558.5K (-$1.4M)
Filed 2026-10-26
Factor Wealth Management LTD
INCREASED
Shares2,508 from 2,372
Change+136 (+6%)
Value$557.4K (+$36.9K)
Filed 2026-10-08
Compass Wealth Management, LLC
UNCHANGED
Shares2,508 from 2,508
Change0 (0%)
Value$557.4K (+$7.0K)
Filed 2026-10-30
Essential Investment Partners LLC
INCREASED
Shares2,477 from 1,590
Change+887 (+56%)
Value$550.5K (+$201.6K)
Filed 2026-10-27
L. Roy Papp & Associates, LLP
UNCHANGED
Shares2,461 from 2,461
Change0 (0%)
Value$546.9K (+$6.9K)
Filed 2026-10-21
FSM Wealth Advisors, LLC
INCREASED
Shares2,452 from 2,451
Change+1 (+0%)
Value$556.8K (+$18.9K)
Filed 2026-10-27
Sound Income Strategies, LLC
DECREASED
Shares2,439 from 3,971
Change-1,532 (-39%)
Value$551.6K (-$319.8K)
Filed 2026-10-09
Asset Dedication, LLC
DECREASED
Shares2,420 from 2,439
Change-19 (-1%)
Value$537.7K (+$2.6K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares2,409 from 2,409
Change0 (0%)
Value$535.4K (+$6.8K)
Filed 2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,408 from 2,384
Change+24 (+1%)
Value$535.1K (+$12.0K)
Filed 2026-10-13
Integrated Wealth Management
DECREASED
Shares2,374 from 3,462
Change-1,088 (-31%)
Value$527.5K (-$232.1K)
Filed 2026-10-19
BNB Wealth Management, LLC
INCREASED
Shares2,371 from 2,293
Change+78 (+3%)
Value$527.0K (+$23.9K)
Filed 2026-10-28
Harbor Asset Planning, Inc.
INCREASED
Shares2,369 from 2,364
Change+5 (+0%)
Value$526.5K (+$7.8K)
Filed 2026-10-23
R2 Capital Strategies, LLC
INCREASED
Shares2,365 from 2,364
Change+1 (+0%)
Value$525.6K (+$6.9K)
Filed 2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares2,364 from 2,364
Change0 (0%)
Value$525.4K (+$6.6K)
Filed 2026-10-15
Philadelphia Trust Co
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$524.0K (+$7.0K)
Filed 2026-11-05
AMG Asset Management Group, Inc.
DECREASED
Shares2,350 from 2,351
Change-1 (0%)
Value$522.3K (+$6.5K)
Filed 2026-10-21
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares2,335 from 2,340
Change-5 (0%)
Value$518.9K (+$5.5K)
Filed 2026-10-20
Tcfg Investment Advisors, LLC
UNCHANGED
Shares2,331 from 2,331
Change0 (0%)
Value$518.5K (+$7.3K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
INCREASED
Shares2,328 from 2,095
Change+233 (+11%)
Value$517.3K (+$57.5K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares2,327 from 2,327
Change0 (0%)
Value$517.2K (+$6.5K)
Filed 2026-11-05
Sensible Money, LLC
INCREASED
Shares2,315 from 2,232
Change+83 (+4%)
Value$514.5K (+$24.7K)
Filed 2026-10-20
Capital Wealth Alliance, LLC
NEW
Shares2,312
Change+2,312
Value$513.8K
Filed 2026-10-20
CogentBlue Wealth Advisors, LLC
UNCHANGED
Shares2,306 from 2,306
Change0 (0%)
Value$512.5K (+$6.5K)
Filed 2026-10-09
Busey Bank
DECREASED
Shares2,293 from 2,328
Change-35 (-1%)
Value$509.6K (-$1.2K)
Filed 2026-10-26
Heritage Family Offices, LLP
DECREASED
Shares2,290 from 2,558
Change-268 (-10%)
Value$508.8K (-$52.3K)
Filed 2026-11-02
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares2,271 from 2,271
Change0 (0%)
Value$504.7K (+$8.5K)
Filed 2026-10-19
CapWealth Advisors, LLC
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$504.5K (+$6.4K)
Filed 2026-10-05
Mosley Wealth Management
DECREASED
Shares2,254 from 2,602
Change-348 (-13%)
Value$511.1K (-$59.9K)
Filed 2026-10-16
Unify Financial Advisors
DECREASED
Shares2,249 from 2,310
Change-61 (-3%)
Value$499.8K (-$7.1K)
Filed 2026-11-03
Atlas Brown,Inc.
DECREASED
Shares2,243 from 2,266
Change-23 (-1%)
Value$498.5K (+$1.3K)
Filed 2026-10-09
Gemmer Asset Management LLC
UNCHANGED
Shares2,242 from 2,242
Change0 (0%)
Value$498.3K (+$6.3K)
Filed 2026-10-16
Embree Financial Group
DECREASED
Shares2,225 from 4,795
Change-2,570 (-54%)
Value$494.4K (-$557.8K)
Filed 2026-10-22
Richard P Slaughter Associates Inc
DECREASED
Shares2,221 from 2,757
Change-536 (-19%)
Value$493.6K (-$111.4K)
Filed 2026-10-13
Foster Victor Wealth Advisors, LLC
NEW
Shares2,215
Change+2,215
Value$498.9K
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED
Shares2,215 from 2,218
Change-3 (0%)
Value$492.3K (+$5.6K)
Filed 2026-10-29
Kennedy Investment Group, Inc.
DECREASED
Shares2,210 from 2,256
Change-46 (-2%)
Value$491.3K (-$3.8K)
Filed 2026-10-21
Grey Ledge Advisors, LLC
UNCHANGED
Shares2,189 from 2,189
Change0 (0%)
Value$486.5K (+$6.2K)
Filed 2026-11-02
Lodestone Wealth Management LLC
INCREASED
Shares2,187 from 2,130
Change+57 (+3%)
Value$486.0K (+$18.6K)
Filed 2026-10-14
Milestone Asset Management Group, LLC
INCREASED
Shares2,157 from 2,147
Change+10 (+0%)
Value$479.4K (+$8.2K)
Filed 2026-10-20
Morton Capital Management LLC
DECREASED
Shares2,147 from 2,163
Change-16 (-1%)
Value$477.2K (+$2.6K)
Filed 2026-10-23
Leading Edge Financial Planning LLC
DECREASED
Shares2,146 from 2,197
Change-51 (-2%)
Value$477.0K (-$5.2K)
Filed 2026-10-23
XY Planning Network, Inc.
DECREASED
Shares2,143 from 2,173
Change-30 (-1%)
Value$476.3K (-$561)
Filed 2026-10-14
Ledyard National Bank
DECREASED
Shares2,125 from 2,241
Change-116 (-5%)
Value$472.3K (-$19.5K)
Filed 2026-10-21
Klingman & Associates, LLC
UNCHANGED
Shares2,114 from 2,114
Change0 (0%)
Value$469.8K (+$5.9K)
Filed 2026-10-20
Argentarii, LLC
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$469.6K (-$6.1K)
Filed 2026-10-28
Sterling Investment Counsel, LLC
INCREASED
Shares2,109 from 1,123
Change+986 (+88%)
Value$468.7K (+$222.4K)
Filed 2026-10-19
Intrua Financial, LLC
INCREASED
Shares2,097 from 1,869
Change+228 (+12%)
Value$466.0K (+$55.9K)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
INCREASED
Shares2,083 from 1,627
Change+456 (+28%)
Value$462.8K (+$105.8K)
Filed 2026-11-02
Riverbend Wealth Management, LLC
INCREASED
Shares2,082 from 2,023
Change+59 (+3%)
Value$462.8K (+$18.8K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares2,074 from 2,073
Change+1 (+0%)
Value$461.0K (+$6.1K)
Filed 2026-11-05
Regions Financial Corp
DECREASED
Shares2,071 from 3,968
Change-1,897 (-48%)
Value$460.3K (-$410.4K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED
Shares2,071 from 2,103
Change-32 (-2%)
Value$460.2K (-$1.2K)
Filed 2026-10-26
Frankly Finances, LLC
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$458.3K (+$5.8K)
Filed 2026-10-28
TritonPoint Partners, LLC
DECREASED
Shares2,055 from 2,500
Change-445 (-18%)
Value$456.7K (-$91.9K)
Filed 2026-11-05
Town Capital LLC
DECREASED
Shares2,040 from 2,156
Change-116 (-5%)
Value$453.4K (-$19.7K)
Filed 2026-11-03
MSH Capital Advisors LLC
DECREASED
Shares2,032 from 2,059
Change-27 (-1%)
Value$451.7K (-$196)
Filed 2026-11-03
Koshinski Asset Management, Inc.
INCREASED
Shares2,026 from 2,015
Change+11 (+1%)
Value$450.3K (+$8.1K)
Filed 2026-10-29
Winebrenner Capital Management LLC
DECREASED
Shares2,022 from 2,082
Change-60 (-3%)
Value$449.4K (-$7.5K)
Filed 2026-10-07
Investment Planning Advisors, Inc.
DECREASED
Shares2,021 from 2,078
Change-57 (-3%)
Value$449.2K (-$6.8K)
Filed 2026-10-14
Apex Wealth Management, LLC
INCREASED
Shares2,011 from 1,878
Change+133 (+7%)
Value$446.9K (+$34.7K)
Filed 2026-10-20
Guerra PAN Advisors, LLC
UNCHANGED
Shares1,993 from 1,993
Change0 (0%)
Value$448.9K (+$11.5K)
Filed 2026-10-26
Atwater Malick LLC
NEW
Shares1,979
Change+1,979
Value$439.8K
Filed 2026-10-15
Investment Management Trust, LLC
INCREASED
Shares1,973 from 1,968
Change+5 (+0%)
Value$438.4K (+$6.5K)
Filed 2026-11-05
LifeGoal Investments, LLC
INCREASED
Shares1,971 from 1,908
Change+63 (+3%)
Value$438.0K (+$19.2K)
Filed 2026-10-09
American National Bank & Trust
DECREASED
Shares1,958 from 1,960
Change-2 (0%)
Value$435.1K (+$5.1K)
Filed 2026-10-07
BCU Wealth Advisors, LLC
DECREASED
Shares1,957 from 2,158
Change-201 (-9%)
Value$434.8K (-$38.7K)
Filed 2026-10-16
Eiger Wealth Management, LLC
INCREASED
Shares1,944 from 1,943
Change+1 (+0%)
Value$432.1K (+$5.7K)
Filed 2026-11-03
Northbridge Financial Group, LLC
DECREASED
Shares1,943 from 2,212
Change-269 (-12%)
Value$440.0K (-$45.3K)
Filed 2026-11-05
Garde Capital, Inc.
INCREASED
Shares1,930 from 1,354
Change+576 (+43%)
Value$428.9K (+$131.8K)
Filed 2026-10-29
Lee Financial Co
UNCHANGED
Shares1,928 from 1,928
Change0 (0%)
Value$428.6K (+$5.5K)
Filed 2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED
Shares1,923 from 1,632
Change+291 (+18%)
Value$427.3K (+$69.2K)
Filed 2026-10-28
CWS Financial Advisors, LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$426.7K (+$5.4K)
Filed 2026-10-16
Compagnie Lombard Odier SCmA
DECREASED
Shares1,900 from 3,400
Change-1,500 (-44%)
Value$422.3K (-$323.8K)
Filed 2026-11-04
Bullock Wealth Management Group
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$421.2K (+$8.6K)
Filed 2026-10-09
Adamsbrown Wealth Consultants LLC
INCREASED
Shares1,879 from 1,877
Change+2 (+0%)
Value$417.6K (+$5.8K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
INCREASED
Shares1,871 from 1,162
Change+709 (+61%)
Value$415.7K (+$160.7K)
Filed 2026-10-05
Magnus Financial Group LLC
DECREASED
Shares1,870 from 1,959
Change-89 (-5%)
Value$415.7K (-$14.1K)
Filed 2026-10-21
Gamma Investing LLC
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$408.9K (+$5.2K)
Filed 2026-10-08
Commonwealth Retirement Investments LLC
DECREASED
Shares1,831 from 10,637
Change-8,806 (-83%)
Value$407.0K (-$1.9M)
Filed 2026-10-26
BAM Wealth Management, LLC
INCREASED
Shares1,830 from 1,798
Change+32 (+2%)
Value$406.7K (+$12.2K)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,824 from 1,906
Change-82 (-4%)
Value$405.4K (-$12.9K)
Filed 2026-10-05
Farnam Financial LLC
INCREASED
Shares1,815 from 1,620
Change+195 (+12%)
Value$408.2K (+$52.7K)
Filed 2026-10-21
Joel Isaacson & Co., LLC
INCREASED
Shares1,813 from 1,808
Change+5 (+0%)
Value$402.9K (+$6.1K)
Filed 2026-11-05
Fortem Financial Group, LLC
UNCHANGED
Shares1,813 from 1,813
Change0 (0%)
Value$402.9K (+$5.1K)
Filed 2026-10-20
Kendall Capital Management
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$400.0K (+$5.1K)
Filed 2026-10-23
Verum Partners LLC
INCREASED
Shares1,788 from 1,305
Change+483 (+37%)
Value$397.4K (+$111.1K)
Filed 2026-10-21
Avion Wealth
UNCHANGED
Shares1,787 from 1,787
Change0 (0%)
Value$397.0K (+$5.0K)
Filed 2026-11-04
Acima Private Wealth, LLC
UNCHANGED
Shares1,782 from 1,782
Change0 (0%)
Value$396.0K (+$5.0K)
Filed 2026-10-05
Stage Harbor Financial, LLC
UNCHANGED
Shares1,778 from 1,778
Change0 (0%)
Value$395.1K (+$5.0K)
Filed 2026-11-03
Commonwealth Financial Services, LLC
DECREASED
Shares1,763 from 1,774
Change-11 (-1%)
Value$391.8K (+$2.4K)
Filed 2026-10-20
Princeton Global Asset Management LLC
INCREASED
Shares1,753 from 823
Change+930 (+113%)
Value$389.6K (+$209.0K)
Filed 2026-10-21
Curtis Advisory Group, LLC
UNCHANGED
Shares1,752 from 1,752
Change0 (0%)
Value$389.4K (+$4.9K)
Filed 2026-10-28
HBW Advisory Services LLC
INCREASED
Shares1,744 from 1,741
Change+3 (+0%)
Value$387.7K (+$5.6K)
Filed 2026-10-15
Naples Global Advisors, LLC
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$385.6K (+$4.9K)
Filed 2026-11-05
Adelphi Trust Co
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$384.5K (+$4.9K)
Filed 2026-10-05
Principle Wealth Partners LLC
INCREASED
Shares1,729 from 1,704
Change+25 (+1%)
Value$384.3K (+$10.3K)
Filed 2026-11-02
CPA Asset Management Group, LLC
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$382.5K (+$4.8K)
Filed 2026-10-26
Beese Fulmer Investment Management, Inc.
DECREASED
Shares1,703 from 2,143
Change-440 (-21%)
Value$378.6K (-$91.7K)
Filed 2026-10-23
Hobart Private Capital, LLC
INCREASED
Shares1,700 from 1,595
Change+105 (+7%)
Value$377.8K (+$27.8K)
Filed 2026-10-19
Smith Salley Wealth Management
NEW
Shares1,689
Change+1,689
Value$375.4K
Filed 2026-11-03
LVW Advisors, LLC
DECREASED
Shares1,688 from 1,913
Change-225 (-12%)
Value$375.1K (-$44.6K)
Filed 2026-10-19
Salem Investment Counselors Inc
UNCHANGED
Shares1,681 from 1,681
Change0 (0%)
Value$373.6K (+$4.7K)
Filed 2026-10-13
Elevation Wealth Management LLC
DECREASED
Shares1,680 from 1,911
Change-231 (-12%)
Value$373.3K (-$46.0K)
Filed 2026-11-02
Accurate Wealth Management, LLC
DECREASED
Shares1,679 from 1,868
Change-189 (-10%)
Value$381.3K (-$29.1K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares1,679 from 1,528
Change+151 (+10%)
Value$373.1K (+$37.8K)
Filed 2026-11-03
Solstein Capital, LLC
DECREASED
Shares1,664 from 1,674
Change-10 (-1%)
Value$369.8K (+$2.5K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,660 from 1,658
Change+2 (+0%)
Value$369.0K (+$5.1K)
Filed 2026-10-29
Black Diamond Financial, LLC
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$368.5K (+$4.7K)
Filed 2026-10-26
Islay Capital Management, LLC
DECREASED
Shares1,656 from 1,899
Change-243 (-13%)
Value$368.0K (-$48.7K)
Filed 2026-10-20
Arcadia Wealth Management, LLC
DECREASED
Shares1,654 from 4,060
Change-2,406 (-59%)
Value$367.5K (-$523.4K)
Filed 2026-10-22
Diversified Portfolios, Inc.
DECREASED
Shares1,645 from 1,745
Change-100 (-6%)
Value$365.6K (-$17.3K)
Filed 2026-11-04
Cowa, LLC
DECREASED
Shares1,637 from 2,909
Change-1,272 (-44%)
Value$363.8K (-$281.1K)
Filed 2026-10-30
Warren Street Wealth Advisors, LLC
DECREASED
Shares1,635 from 1,666
Change-31 (-2%)
Value$363.5K (-$2.1K)
Filed 2026-11-04
Invested Advisors
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$363.4K (+$4.6K)
Filed 2026-10-23
Sima Wealth Partners, LLC
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$359.4K (+$4.5K)
Filed 2026-10-19
Hobbs Wealth Management, LLC
DECREASED
Shares1,615 from 1,700
Change-85 (-5%)
Value$358.9K (-$14.1K)
Filed 2026-10-20
Revisor Wealth Management LLC
INCREASED
Shares1,613 from 1,598
Change+15 (+1%)
Value$360.6K (+$10.1K)
Filed 2026-10-20
Euro Pacific Asset Management, LLC
NEW
Shares1,608
Change+1,608
Value$357.4K
Filed 2026-11-03
RAM Investment Partners, LLC
UNCHANGED
Shares1,602 from 1,602
Change0 (0%)
Value$356.0K (+$4.5K)
Filed 2026-10-21
GFG Capital, LLC
INCREASED
Shares1,593 from 1,567
Change+26 (+2%)
Value$354.1K (+$10.2K)
Filed 2026-10-16
Montag A & Associates Inc
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$352.4K (+$4.5K)
Filed 2026-10-29
Fortress Financial Group, LLC
INCREASED
Shares1,583 from 1,579
Change+4 (+0%)
Value$351.8K (+$5.2K)
Filed 2026-10-21
Beacon Wealthcare LLC
UNCHANGED
Shares1,581 from 1,581
Change0 (0%)
Value$351.4K (+$4.4K)
Filed 2026-10-02
LS Investment Advisors, LLC
DECREASED
Shares1,580 from 2,505
Change-925 (-37%)
Value$351.1K (-$198.5K)
Filed 2026-10-13
Cannon Financial Strategists, Inc.
INCREASED
Shares1,580 from 1,570
Change+10 (+1%)
Value$351.1K (+$6.6K)
Filed 2026-10-19
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares1,579 from 1,579
Change0 (0%)
Value$350.9K (+$4.4K)
Filed 2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares1,567 from 1,480
Change+87 (+6%)
Value$348.3K (+$23.5K)
Filed 2026-10-15
Sterling Financial Planning, Inc.
DECREASED
Shares1,564 from 1,583
Change-19 (-1%)
Value$347.5K (+$128)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares1,560 from 2,068
Change-508 (-25%)
Value$346.7K (-$107.0K)
Filed 2026-11-03
Frank, Rimerman Advisors LLC
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$344.7K (+$4.4K)
Filed 2026-10-16
Aegis Wealth Management, Inc.
INCREASED
Shares1,543 from 977
Change+566 (+58%)
Value$343.0K (+$128.6K)
Filed 2026-10-26
Nixon Peabody Trust Co
DECREASED
Shares1,534 from 1,555
Change-21 (-1%)
Value$340.9K (-$298)
Filed 2026-10-23
Post Resch Tallon Group Inc.
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$340.7K (+$4.3K)
Filed 2026-10-09
Archford Capital Strategies, LLC
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$340.5K (+$4.3K)
Filed 2026-10-19
Bluesphere Advisors LLC
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$339.8K (+$4.3K)
Filed 2026-10-19
Venture Visionary Partners LLC
NEW
Shares1,527
Change+1,527
Value$339.4K
Filed 2026-10-07
Asset One Wealth Management LLC
NEW
Shares1,514
Change+1,514
Value$336.5K
Filed 2026-11-02
Fund Evaluation Group, LLC
DECREASED
Shares1,514 from 1,661
Change-147 (-9%)
Value$336.5K (-$28.0K)
Filed 2026-11-05
Timonier Family Office, Ltd.
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$333.1K (+$4.2K)
Filed 2026-11-03
Roger Wittlin Investment Advisory, LLC
NEW
Shares1,495
Change+1,495
Value$332.3K
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED
Shares1,486 from 2,197
Change-711 (-32%)
Value$330.2K (-$151.8K)
Filed 2026-10-20
Vigilare Wealth Management
NEW
Shares1,485
Change+1,485
Value$330.0K
Filed 2026-10-29
SigFig Wealth Management, LLC
DECREASED
Shares1,473 from 1,486
Change-13 (-1%)
Value$327.4K (+$4.5K)
Filed 2026-10-07
Creekside Partners
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$327.4K (+$4.1K)
Filed 2026-11-04
Investment Partners, Ltd.
NEW
Shares1,468
Change+1,468
Value$326.2K
Filed 2026-10-29
Donor Advised Charitable Giving, Inc.
INCREASED
Shares1,464 from 1,461
Change+3 (+0%)
Value$325.4K (+$4.8K)
Filed 2026-10-28
Modera Wealth Management, LLC
INCREASED
Shares1,461 from 1,022
Change+439 (+43%)
Value$324.7K (+$100.5K)
Filed 2026-10-28
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares1,444 from 1,648
Change-204 (-12%)
Value$320.9K (-$40.7K)
Filed 2026-10-15
Northwest Wealth Advisors, LLC
DECREASED
Shares1,433 from 1,458
Change-25 (-2%)
Value$318.5K (-$1.5K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
DECREASED
Shares1,421 from 1,616
Change-195 (-12%)
Value$315.6K (-$39.0K)
Filed 2026-11-05
Traphagen Investment Advisors LLC
DECREASED
Shares1,404 from 1,441
Change-37 (-3%)
Value$312.1K (-$4.2K)
Filed 2026-10-14
Westside Investment Management, Inc.
DECREASED
Shares1,400 from 1,476
Change-76 (-5%)
Value$313.4K (-$10.5K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,392 from 1,346
Change+46 (+3%)
Value$309.4K (+$14.0K)
Filed 2026-11-04
Summit Investment Advisory Services, LLC
INCREASED
Shares1,383 from 1,380
Change+3 (+0%)
Value$307.4K (+$4.5K)
Filed 2026-11-03
MBA Advisors LLC
DECREASED
Shares1,367 from 1,409
Change-42 (-3%)
Value$303.8K (-$5.4K)
Filed 2026-10-29
Traynor Capital Management, Inc.
DECREASED
Shares1,361 from 1,540
Change-179 (-12%)
Value$302.5K (-$35.4K)
Filed 2026-10-29
Camden National Bank
DECREASED
Shares1,357 from 1,499
Change-142 (-9%)
Value$301.6K (-$27.3K)
Filed 2026-11-02
Woodley Farra Manion Portfolio Management Inc
UNCHANGED
Shares1,354 from 1,354
Change0 (0%)
Value$300.9K (+$3.8K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$298.5K (+$3.8K)
Filed 2026-10-19
Ascent Wealth Partners, LLC
UNCHANGED
Shares1,327 from 1,327
Change0 (0%)
Value$294.9K (+$3.7K)
Filed 2026-10-23
IPG Investment Advisors LLC
DECREASED
Shares1,321 from 2,637
Change-1,316 (-50%)
Value$293.6K (-$285.1K)
Filed 2026-10-30
CX Institutional
INCREASED
Shares1,315 from 1,175
Change+140 (+12%)
Value$292 (+$34)
Filed 2026-10-02
Marin Bay Wealth Advisors, LLC
INCREASED
Shares1,306 from 1,305
Change+1 (+0%)
Value$290.3K (+$3.9K)
Filed 2026-10-28
Central Trust Co
INCREASED
Shares1,302 from 1,249
Change+53 (+4%)
Value$289.4K (+$15.3K)
Filed 2026-11-05
Capital Asset Advisory Services LLC
INCREASED
Shares1,301 from 1,223
Change+78 (+6%)
Value$292.3K (+$23.9K)
Filed 2026-10-30
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares1,301 from 1,301
Change0 (0%)
Value$289.1K (+$3.7K)
Filed 2026-11-02
Corundum Group, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$288.9K (+$3.7K)
Filed 2026-10-28
Leuthold Group, LLC
INCREASED
Shares1,293 from 1,255
Change+38 (+3%)
Value$287.4K (+$12.0K)
Filed 2026-11-04
AdvisorNet Financial, Inc
INCREASED
Shares1,289 from 1,215
Change+74 (+6%)
Value$291.1K (+$24.5K)
Filed 2026-10-15
Intergy Private Wealth, LLC
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$285.4K (+$3.6K)
Filed 2026-10-16
Ethic Inc.
UNCHANGED
Shares1,281 from 1,281
Change0 (0%)
Value$284.7K (+$3.6K)
Filed 2026-11-03
PUREfi Wealth, LLC
DECREASED
Shares1,277 from 1,299
Change-22 (-2%)
Value$283.8K (-$1.2K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,274 from 1,319
Change-45 (-3%)
Value$283.1K (-$6.3K)
Filed 2026-10-20
Winthrop Advisory Group LLC
DECREASED
Shares1,272 from 1,388
Change-116 (-8%)
Value$282.6K (-$22.1K)
Filed 2026-10-22
Cove Private Wealth, LLC
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$281.1K (+$3.6K)
Filed 2026-10-28
Two West Capital Advisors LLC
DECREASED
Shares1,264 from 1,328
Change-64 (-5%)
Value$282.1K (-$6.0K)
Filed 2026-10-15
Waterway Wealth Management, LLC
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$280.1K (+$3.5K)
Filed 2026-10-28
Entrewealth, LLC
INCREASED
Shares1,256 from 1,074
Change+182 (+17%)
Value$279.1K (+$37.5K)
Filed 2026-10-14
apricus wealth, LLC
UNCHANGED
Shares1,254 from 1,254
Change0 (0%)
Value$278.7K (+$3.5K)
Filed 2026-10-26
Linscomb Wealth, Inc.
NEW
Shares1,251
Change+1,251
Value$278.0K
Filed 2026-11-05
WealthBridge Capital Management, LLC
DECREASED
Shares1,248 from 1,349
Change-101 (-7%)
Value$277.4K (-$18.7K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,243 from 963
Change+280 (+29%)
Value$193.1K (+$47.0K)
Filed 2026-11-04
RMR Wealth Builders
DECREASED
Shares1,235 from 4,425
Change-3,190 (-72%)
Value$274.5K (-$696.4K)
Filed 2026-10-22
Evermay Wealth Management LLC
UNCHANGED
Shares1,223 from 1,223
Change0 (0%)
Value$271.8K (+$3.4K)
Filed 2026-11-05
Layline Advisors, LLC
INCREASED
Shares1,221 from 1,022
Change+199 (+19%)
Value$271.5K (+$47.2K)
Filed 2026-11-02
Essex Bank
DECREASED
Shares1,221 from 1,222
Change-1 (0%)
Value$271.4K (+$3.2K)
Filed 2026-10-16
Northwest Financial Advisors
INCREASED
Shares1,209 from 1,185
Change+24 (+2%)
Value$268.7K (+$8.7K)
Filed 2026-10-27
Private Client Services, LLC
DECREASED
Shares1,196 from 12,583
Change-11,387 (-90%)
Value$265.8K (-$2.5M)
Filed 2026-10-02
Idaho Trust Co
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$265.6K (+$3.4K)
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares1,194 from 1,377
Change-183 (-13%)
Value$265.3K (-$36.9K)
Filed 2026-10-28
Center For Asset Management LLC
INCREASED
Shares1,180 from 1,178
Change+2 (+0%)
Value$262.4K (+$3.9K)
Filed 2026-10-16
KMG Fiduciary Partners, LLC
DECREASED
Shares1,176 from 1,206
Change-30 (-2%)
Value$261.4K (-$3.3K)
Filed 2026-10-14
Horizon Wealth Management, LLC
INCREASED
Shares1,176 from 1,153
Change+23 (+2%)
Value$261.4K (+$8.4K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
DECREASED
Shares1,170 from 1,190
Change-20 (-2%)
Value$260.0K (-$1.1K)
Filed 2026-10-05
Activest Wealth Management
DECREASED
Shares1,167 from 1,278
Change-111 (-9%)
Value$259.3K (-$21.1K)
Filed 2026-10-15
Bangor Savings Bank
DECREASED
Shares1,164 from 1,451
Change-287 (-20%)
Value$258.7K (-$59.7K)
Filed 2026-10-06
Boyer Financial Services, Inc.
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$257.8K (+$4.4K)
Filed 2026-10-23
Tortuga Wealth Management, Inc
DECREASED
Shares1,154 from 1,158
Change-4 (0%)
Value$257.8K (+$3.5K)
Filed 2026-10-27
May Hill Capital, LLC
UNCHANGED
Shares1,148 from 1,148
Change0 (0%)
Value$255.2K (+$3.2K)
Filed 2026-11-03
Core Wealth Management, Inc.
DECREASED
Shares1,143 from 1,177
Change-34 (-3%)
Value$254.0K (-$4.2K)
Filed 2026-10-22
Sentinel Pension Advisors, LLC
INCREASED
Shares1,138 from 1,137
Change+1 (+0%)
Value$253.0K (+$5.2K)
Filed 2026-11-02
Maple Capital Management, Inc.
DECREASED
Shares1,127 from 1,227
Change-100 (-8%)
Value$250.5K (-$18.8K)
Filed 2026-11-02
King Luther Capital Management Corp
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$247.1K (+$3.1K)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED
Shares1,099 from 1,106
Change-7 (-1%)
Value$244.2K (+$1.6K)
Filed 2026-10-22
Eagle Strategies LLC
INCREASED
Shares1,096 from 1,093
Change+3 (+0%)
Value$243.5K (+$3.6K)
Filed 2026-10-16
Vista Investment Partners II, LLC
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$242.7K (+$3.1K)
Filed 2026-10-15
Certuity, LLC
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$241.7K (+$3.1K)
Filed 2026-11-02
Carmel Capital Partners, LLC
NEW
Shares1,085
Change+1,085
Value$241.1K
Filed 2026-11-03
Global Trust Asset Management, LLC
INCREASED
Shares1,065 from 780
Change+285 (+37%)
Value$236.7K (+$65.5K)
Filed 2026-10-19
Lexington Hill Partners, LLC
INCREASED
Shares1,060 from 1,058
Change+2 (+0%)
Value$235.5K (+$3.5K)
Filed 2026-10-13
Pacific Asset Management, LLC
INCREASED
Shares1,052 from 1,050
Change+2 (+0%)
Value$233.8K (+$3.5K)
Filed 2026-10-15
Presilium Private Wealth, LLC
INCREASED
Shares1,050 from 928
Change+122 (+13%)
Value$233.4K (+$29.7K)
Filed 2026-10-26
Atticus Wealth Management, LLC
INCREASED
Shares1,050 from 1,048
Change+2 (+0%)
Value$233.4K (+$3.5K)
Filed 2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$232.2K (+$2.9K)
Filed 2026-10-13
Able Wealth Management LLC
INCREASED
Shares1,044 from 956
Change+88 (+9%)
Value$235.9K (+$26.2K)
Filed 2026-10-13
Atlas Private Wealth Advisors
NEW
Shares1,036
Change+1,036
Value$230.4K
Filed 2026-10-23
PDS Planning, Inc
NEW
Shares1,033
Change+1,033
Value$229.5K
Filed 2026-11-03
Beacon Capital Management, LLC
DECREASED
Shares1,016 from 1,091
Change-75 (-7%)
Value$225.7K (-$13.7K)
Filed 2026-10-23
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,016 from 1,016
Change0 (0%)
Value$228.2K (+$5.2K)
Filed 2026-10-29
Global Assets Advisory, LLC
INCREASED
Shares1,013 from 1,012
Change+1 (+0%)
Value$228.7K (+$7.0K)
Filed 2026-10-28
Trust Point Inc.
NEW
Shares1,001
Change+1,001
Value$222.5K
Filed 2026-10-27
Summit Wealth Group LLC / Co
INCREASED
Shares1,001 from 986
Change+15 (+2%)
Value$222.5K (+$6.1K)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$222.5K (+$2.8K)
Filed 2026-10-16
Western Pacific Wealth Management, LP
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$222.2K (+$2.8K)
Filed 2026-10-16
Milestone Investment Advisors LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$222.2K (+$2.8K)
Filed 2026-11-05
ADE, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$222.2K (+$2.8K)
Filed 2026-10-29
Wealth Architects, LLC
NEW
Shares999
Change+999
Value$222.0K
Filed 2026-11-03
jvl associates llc
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$221.0K (+$2.8K)
Filed 2026-10-09
Nordwand Advisors, LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$220.0K (+$2.8K)
Filed 2026-11-05
Downshift Financial, LLC
INCREASED
Shares987 from 926
Change+61 (+7%)
Value$219.4K (+$16.2K)
Filed 2026-10-13
Advanced Asset Management Advisors Inc
INCREASED
Shares985 from 930
Change+55 (+6%)
Value$219.0K (+$14.9K)
Filed 2026-10-20
World Equity Group, Inc.
DECREASED
Shares979 from 1,213
Change-234 (-19%)
Value$217.6K (-$49.1K)
Filed 2026-10-14
Sapient Capital LLC
DECREASED
Shares977 from 2,462
Change-1,485 (-60%)
Value$217.1K (-$323.1K)
Filed 2026-10-08
Foronjy Financial LLC
NEW
Shares976
Change+976
Value$216.9K
Filed 2026-10-14
Platform Technology Partners
DECREASED
Shares973 from 980
Change-7 (-1%)
Value$216.2K (+$1.2K)
Filed 2026-11-02
Sage Capital Advisors,llc
INCREASED
Shares971 from 970
Change+1 (+0%)
Value$215.7K (+$2.9K)
Filed 2026-10-13
Syverson Strege & Co
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$215.6K (+$2.7K)
Filed 2026-11-02
EPG Wealth Management LLC
DECREASED
Shares961 from 972
Change-11 (-1%)
Value$213.6K (+$373)
Filed 2026-11-03
True Private Wealth Advisors
DECREASED
Shares954 from 987
Change-33 (-3%)
Value$212.2K (-$4.5K)
Filed 2026-10-19
Vicus Capital
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$211.6K (+$2.7K)
Filed 2026-11-05
Chicago Capital, LLC
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$207.8K (+$2.6K)
Filed 2026-10-13
Northwest Wealth Management, LLC
NEW
Shares908
Change+908
Value$201.8K
Filed 2026-10-30
Caldwell Trust Co
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$201.8K (+$2.6K)
Filed 2026-10-30
Team Financial Group, LLC
DECREASED
Shares887 from 947
Change-60 (-6%)
Value$197.2K (-$10.6K)
Filed 2026-10-30
Tompkins Financial Corp
INCREASED
Shares854 from 292
Change+562 (+192%)
Value$189.8K (+$125.7K)
Filed 2026-10-05
United Community Bank
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$186.0K (+$2.4K)
Filed 2026-10-28
Archer Investment Corp
INCREASED
Shares834 from 441
Change+393 (+89%)
Value$185.3K (+$88.4K)
Filed 2026-11-05
Clark Wealth Partners
DECREASED
Shares830 from 852
Change-22 (-3%)
Value$184.5K (-$2.5K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares806 from 980
Change-174 (-18%)
Value$179.1K (-$35.9K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares769 from 136
Change+633 (+465%)
Value$170.9K (+$140.9K)
Filed 2026-10-29
Buck Wealth Strategies, LLC
DECREASED
Shares768 from 1,233
Change-465 (-38%)
Value$170.7K (-$99.9K)
Filed 2026-10-28
North Point Portfolio Managers Corp
NEW
Shares762
Change+762
Value$169.3K
Filed 2026-10-07
Jnba Financial Advisors
INCREASED
Shares745 from 499
Change+246 (+49%)
Value$165.6K (+$56.1K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$165.6K (+$2.1K)
Filed 2026-10-21
Hickory Point Bank & Trust
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$163.8K (+$2.1K)
Filed 2026-10-01
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares719 from 376
Change+343 (+91%)
Value$159.9K (+$77.3K)
Filed 2026-10-16
Morling Financial Advisors, LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$154.9K (+$2.0K)
Filed 2026-10-28
Community Financial Services Group, LLC
DECREASED
Shares685 from 778
Change-93 (-12%)
Value$153.1K (-$17.2K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$149.1K (+$1.9K)
Filed 2026-10-09
Bfsg, LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$147.2K (+$1.9K)
Filed 2026-10-30
Navigoe, LLC
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$140.0K (+$1.0K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares633 from 571
Change+62 (+11%)
Value$140.7K (+$15.4K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares614 from 378
Change+236 (+62%)
Value$136.4K (+$53.5K)
Filed 2026-11-05
RMG Wealth Management LLC
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$137.3K (-$694)
Filed 2026-10-26
Ascentis Wealth Management, LLC
DECREASED
Shares604 from 4,876
Change-4,272 (-88%)
Value$134.3K (-$935.7K)
Filed 2026-11-03
Union Savings Bank
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$129.6K (+$1.6K)
Filed 2026-10-14
Flagship Wealth Advisors, LLC
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$128.5K (+$1.6K)
Filed 2026-11-03
Bayban
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$125.1K ($0)
Filed 2026-11-05
Raleigh Capital Management Inc.
DECREASED
Shares567 from 568
Change-1 (0%)
Value$126.0K (+$1.3K)
Filed 2026-10-28
Acropolis Investment Management, LLC
INCREASED
Shares550 from 540
Change+10 (+2%)
Value$122.2K (+$3.7K)
Filed 2026-10-08
DecisionPoint Financial, LLC
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$120.2K (+$2.5K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$119.1K (+$1.5K)
Filed 2026-10-16
Mascoma Wealth Management LLC
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$116.8K (+$1.3K)
Filed 2026-10-23
Realta Investment Advisors
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$111.1K (+$1.4K)
Filed 2026-10-14
Capital Investment Counsel, Inc
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$109.1K (+$1.4K)
Filed 2026-10-20
Winthrop Capital Management, LLC
INCREASED
Shares484 from 483
Change+1 (+0%)
Value$107.5K (+$1.5K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares480
Change+480
Value$106.7K
Filed 2026-11-04
Edgemoor Investment Advisors, Inc.
NEW
Shares477
Change+477
Value$106.0K
Filed 2026-11-03
Angeles Wealth Management, LLC
DECREASED
Shares468 from 490
Change-22 (-4%)
Value$104.0K (-$3.5K)
Filed 2026-10-26
Reap Financial Group, LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$104.0K (+$1.3K)
Filed 2026-11-02
American Capital Advisory, LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$100.3K (+$1.3K)
Filed 2026-10-28
Hoey Investments, Inc
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$96.5K (+$1.2K)
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
INCREASED
Shares431 from 15
Change+416 (+2773%)
Value$95.9K (+$92.5K)
Filed 2026-10-13
Gleason Group, Inc.
INCREASED
Shares431 from 414
Change+17 (+4%)
Value$95.8K (+$4.9K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares423
Change+423
Value$94.0K
Filed 2026-10-19
City Holding Co
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$88.9K (+$1.1K)
Filed 2026-10-19
Nfsg Corp
INCREASED
Shares392 from 378
Change+14 (+4%)
Value$87.2K (+$4.3K)
Filed 2026-10-15
Key Capital Management, Inc
DECREASED
Shares391 from 846
Change-455 (-54%)
Value$86.9K (-$98.8K)
Filed 2026-11-03
Markowski Investments
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$82.7K (+$1.0K)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
DECREASED
Shares370 from 598
Change-228 (-38%)
Value$82.2K (-$48.9K)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares360 from 371
Change-11 (-3%)
Value$80.0K (-$2.4K)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
INCREASED
Shares344 from 7
Change+337 (+4814%)
Value$76.5K (+$74.9K)
Filed 2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$74.0K (+$935)
Filed 2026-10-23
RHL Group, LLC
INCREASED
Shares314 from 313
Change+1 (+0%)
Value$69.8K (+$1.2K)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares302
Change+302
Value$67.1K
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$65.8K (+$832)
Filed 2026-11-02
Tsfg, LLC
DECREASED
Shares286 from 3,640
Change-3,354 (-92%)
Value$63 (-$798.9K)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$63.6K (+$804)
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$62.2K (+$787)
Filed 2026-10-20
Costello Asset Management, Inc
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$61.8K (+$781)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares274 from 254
Change+20 (+8%)
Value$60.9K (+$5.2K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares265 from 278
Change-13 (-5%)
Value$58.9K (-$2.1K)
Filed 2026-10-07
WPG Advisers, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$57.8K (+$730)
Filed 2026-10-27
Biltmore Family Office, LLC
NEW
Shares239
Change+239
Value$53.1K
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
NEW
Shares230
Change+230
Value$51.6K
Filed 2026-11-04
First Command Advisory Services, Inc.
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$50.9K (+$644)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$50.4K (+$637)
Filed 2026-11-04
Pittenger & Anderson Inc
DECREASED
Shares218 from 267
Change-49 (-18%)
Value$48.4K (-$10.1K)
Filed 2026-11-02
GGM Financial LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$47.1K (+$696)
Filed 2026-11-05
Kingdom Financial Group Llc.
DECREASED
Shares207 from 255
Change-48 (-19%)
Value$46.1K (-$9.9K)
Filed 2026-11-04
Chilton Capital Management LLC
NEW
Shares196
Change+196
Value$43.6K
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares181
Change+181
Value$40.2K
Filed 2026-10-26
First Community Trust NA
NEW
Shares180
Change+180
Value$40.0K
Filed 2026-10-07
Indiana Trust & Investment Management Co
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$39.1K (+$494)
Filed 2026-10-22
Barrett & Company, Inc.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$37.6K (+$484)
Filed 2026-10-22
Reyes Financial Architecture, Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$36.2K (+$458)
Filed 2026-10-22
Rydar Equities, Inc.
NEW
Shares160
Change+160
Value$36.1K
Filed 2026-10-13
Advocate Investing Services LLC
INCREASED
Shares158 from 152
Change+6 (+4%)
Value$35.1K (+$1.8K)
Filed 2026-10-26
Roxbury Financial LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$35.0K (+$472)
Filed 2026-10-01
Gables Capital Management Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$34.2K (+$433)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares153 from 115
Change+38 (+33%)
Value$34.0K (+$8.8K)
Filed 2026-11-02
Ares Financial Consulting, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$33.6K (+$424)
Filed 2026-10-19
Kings Path Partners LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$32.7K (+$413)
Filed 2026-10-21
Wolff Wiese Magana LLC
DECREASED
Shares145 from 168
Change-23 (-14%)
Value$32.2K (-$4.6K)
Filed 2026-10-15
Concord Wealth Partners
DECREASED
Shares145 from 146
Change-1 (-1%)
Value$32.2K (+$186)
Filed 2026-11-02
Financial Consulate, Inc
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$31.8K (+$402)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares140 from 166
Change-26 (-16%)
Value$31.1K (-$5.3K)
Filed 2026-10-14
Hurley Capital, LLC
DECREASED
Shares139 from 140
Change-1 (-1%)
Value$31.1K (+$459)
Filed 2026-11-05
Essential Partners LLC
INCREASED
Shares135 from 10
Change+125 (+1250%)
Value$30.0K (+$27.8K)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
DECREASED
Shares129 from 191
Change-62 (-32%)
Value$28.6K (-$13.4K)
Filed 2026-11-02
Sawyer & Company, Inc
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$28.4K (+$360)
Filed 2026-10-21
Mcdonald Partners LLC
DECREASED
Shares127 from 197
Change-70 (-36%)
Value$28.2K (-$15.0K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$27.1K (+$397)
Filed 2026-10-23
Entrust Financial LLC
INCREASED
Shares119 from 118
Change+1 (+1%)
Value$26.3K (+$389)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$26.0K (+$329)
Filed 2026-11-03
Decker Retirement Planning Inc.
DECREASED
Shares116 from 262
Change-146 (-56%)
Value$25.8K (-$31.7K)
Filed 2026-10-19
Valued Wealth Advisors LLC
INCREASED
Shares98 from 97
Change+1 (+1%)
Value$21.7K (+$320)
Filed 2026-11-05
Financial Management Professionals, Inc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$19.8K (+$250)
Filed 2026-10-23
Compass Wealth Management LLC
NEW
Shares87
Change+87
Value$19.3K
Filed 2026-10-22
Alpine Bank Wealth Management
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$18.7K (+$236)
Filed 2026-10-16
Ameliora Wealth Management Ltd.
NEW
Shares82
Change+82
Value$18.2K
Filed 2026-10-23
Valley National Advisers Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$18.2K (+$230)
Filed 2026-10-23
Sfam, LLC
NEW
Shares80
Change+80
Value$17.8K
Filed 2026-11-03
Godsey & Gibb, Inc
INCREASED
Shares77 from 64
Change+13 (+20%)
Value$17.1K (+$3.1K)
Filed 2026-10-14
Holos Integrated Wealth LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$17.3K (+$576)
Filed 2026-10-23
Transce3nd, LLC
NEW
Shares76
Change+76
Value$17.2K
Filed 2026-10-26
NBH Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$16.7K (+$211)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$16.7K (+$211)
Filed 2026-10-30
Duncker Streett & Co Inc
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$16.0K (+$202)
Filed 2026-10-27
NorthAvenue LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$14.1K (+$179)
Filed 2026-10-29
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$13.3K (+$169)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED
Shares59 from 19
Change+40 (+211%)
Value$13.1K (+$8.9K)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
INCREASED
Shares58 from 29
Change+29 (+100%)
Value$12.9K (+$6.5K)
Filed 2026-10-16
Oakworth Capital, Inc.
DECREASED
Shares56 from 59
Change-3 (-5%)
Value$12.4K (-$468)
Filed 2026-10-26
Versant Capital Management, Inc
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$12.0K (+$152)
Filed 2026-10-02
First Pacific Financial
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$11.8K (+$175)
Filed 2026-10-14
Pathway Financial Advisers, LLC
NEW
Shares51
Change+51
Value$11.4K
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.1K (+$140)
Filed 2026-10-20
Main Street Group, LTD
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.1K (+$140)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
INCREASED
Shares46 from 45
Change+1 (+2%)
Value$10.1K (+$150)
Filed 2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$9.1K (+$115)
Filed 2026-10-06
Redwood Park Advisors LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$8.9K (+$112)
Filed 2026-11-02
Networth Advisors, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$8.3K (+$122)
Filed 2026-11-03
United Financial Planning Group LLC
INCREASED
Shares35 from 25
Change+10 (+40%)
Value$7.8K (+$2.3K)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares32
Change+32
Value$7.2K
Filed 2026-10-27
Y.D. More Investments Ltd
DECREASED
Shares32 from 64
Change-32 (-50%)
Value$7.0K (-$6.9K)
Filed 2026-11-02
Wilkerson Advisory Group LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$6.4K (+$82)
Filed 2026-10-20
Montgomery Financial Services LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.8K (+$73)
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.6K (+$70)
Filed 2026-10-09
Prudent Man Investment Management, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$5.3K (+$567)
Filed 2026-11-03
Townsend Asset Management Corp
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.7K (+$63)
Filed 2026-10-29
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.4K (+$56)
Filed 2026-10-30
Fairman Group, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.2K (+$54)
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.2K (+$54)
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.8K (+$52)
Filed 2026-11-04
McCarley & Cook Financial Planners
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.8K (+$48)
Filed 2026-10-21
Grove Bank & Trust
NEW
Shares14
Change+14
Value$3.1K
Filed 2026-10-08
Register Financial Advisors LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.1K (+$39)
Filed 2026-10-23
Atwood & Palmer Inc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.1K (+$39)
Filed 2026-10-08
Elevation Wealth Partners, LLC
INCREASED
Shares12 from 11
Change+1 (+9%)
Value$2.6K (+$38)
Filed 2026-10-07
Salomon & Ludwin, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.7K (+$41)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.6K (+$20)
Filed 2026-11-03
IMG Wealth Management, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.3K (+$16)
Filed 2026-10-27
High Point Wealth Management, LLC
NEW
Shares4
Change+4
Value$889
Filed 2026-11-05
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$448 (+$7)
Filed 2026-10-29
TD Private Client Wealth LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-28
Jefferies Financial Group Inc.
CLOSED
Shares0 from 110,372
Change-110,372 (-100%)
Value$0 (-$24.2M)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 27,460
Change-27,460 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-16
FFG Retirement Advisors LLC
CLOSED
Shares0 from 14,554
Change-14,554 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-20
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 7,407
Change-7,407 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-26
Ardent Capital Management, Inc.
CLOSED
Shares0 from 6,249
Change-6,249 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Surience Private Wealth LLC
CLOSED
Shares0 from 5,845
Change-5,845 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Violich Capital Management, Inc.
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-05
Patton Albertson Miller Group, LLC
CLOSED
Shares0 from 5,195
Change-5,195 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
Lane Brothers & Co Inc
CLOSED
Shares0 from 4,285
Change-4,285 (-100%)
Value$0 (-$940.2K)
Filed 2026-11-02
DLK Investment Management, LLC
CLOSED
Shares0 from 3,940
Change-3,940 (-100%)
Value$0 (-$672.8K)
Filed 2026-10-09
PFG Private Wealth Management, LLC
CLOSED
Shares0 from 3,344
Change-3,344 (-100%)
Value$0 (-$733.8K)
Filed 2026-10-15
Fermata Advisors, LLC
CLOSED
Shares0 from 2,758
Change-2,758 (-100%)
Value$0 (-$605.2K)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,558
Change-2,558 (-100%)
Value$0 (-$561.1K)
Filed 2026-10-27
True North Advisors, LLC
CLOSED
Shares0 from 2,107
Change-2,107 (-100%)
Value$0 (-$462.3K)
Filed 2026-10-22
Provident Wealth Management, LLC
CLOSED
Shares0 from 1,872
Change-1,872 (-100%)
Value$0 (-$410.8K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
CLOSED
Shares0 from 1,853
Change-1,853 (-100%)
Value$0 (-$406.6K)
Filed 2026-11-02
Sanchez Wealth Management Group
CLOSED
Shares0 from 1,492
Change-1,492 (-100%)
Value$0 (-$327.5K)
Filed 2026-11-02
Axim Planning & Wealth
CLOSED
Shares0 from 1,315
Change-1,315 (-100%)
Value$0 (-$288.5K)
Filed 2026-10-28
Madson Wealth Advisors Inc
CLOSED
Shares0 from 1,232
Change-1,232 (-100%)
Value$0 (-$270.4K)
Filed 2026-10-13
New England Private Wealth Advisors LLC
CLOSED
Shares0 from 1,203
Change-1,203 (-100%)
Value$0 (-$260.9K)
Filed 2026-10-19
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$263.3K)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
CLOSED
Shares0 from 1,109
Change-1,109 (-100%)
Value$0 (-$243.4K)
Filed 2026-11-03
Next Level Private LLC
CLOSED
Shares0 from 1,084
Change-1,084 (-100%)
Value$0 (-$237.9K)
Filed 2026-10-20
J.M. Arbour, LLC
CLOSED
Shares0 from 1,021
Change-1,021 (-100%)
Value$0 (-$224.0K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 989
Change-989 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-21
Waterfront Wealth Inc.
CLOSED
Shares0 from 927
Change-927 (-100%)
Value$0 (-$203.7K)
Filed 2026-11-03
LongView Wealth Management
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-19
Go Invest LLC
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$138.1K)
Filed 2026-10-09
Tucker Asset Management LLC
CLOSED
Shares0 from 584
Change-584 (-100%)
Value$0 (-$128.2K)
Filed 2026-10-29
GFS Advisors, LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-03
Founders Capital Management
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$76.6K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 281
Change-281 (-100%)
Value$0 (-$61.6K)
Filed 2026-10-26
Wagner Wealth Management, LLC
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$54.4K)
Filed 2026-10-21
Sims Investment Management, LLC
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$36.4K)
Filed 2026-10-13
City State Bank
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$25.0K)
Filed 2026-10-20
First Horizon Corp
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$22.6K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$16.0K)
Filed 2026-10-14
LifeSteps Financial, Inc.
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$10.5K)
Filed 2026-10-15
Brooklyn FI, LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$9.1K)
Filed 2026-11-05
Security National Bank
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-29
First United Bank & Trust
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-22
FMR LLC
N/A
Shares— from 19,505,608
Change-19,505,608 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 13,335,529
Change-13,335,529 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,485,338
Change-8,485,338 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,762,968
Change-7,762,968 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,560,676
Change-7,560,676 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 5,712,458
Change-5,712,458 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,901,506
Change-4,901,506 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,856,366
Change-3,856,366 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,854,424
Change-3,854,424 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,552,196
Change-3,552,196 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,065,701
Change-3,065,701 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,399,340
Change-2,399,340 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,889,810
Change-1,889,810 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,831,381
Change-1,831,381 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,702,675
Change-1,702,675 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,613,234
Change-1,613,234 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,595,432
Change-1,595,432 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,477,108
Change-1,477,108 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,442,737
Change-1,442,737 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,348,338
Change-1,348,338 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,167,255
Change-1,167,255 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,158,867
Change-1,158,867 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,057,016
Change-1,057,016 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,046,876
Change-1,046,876 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 998,944
Change-998,944 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 978,389
Change-978,389 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 715,455
Change-715,455 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 674,508
Change-674,508 (-100%)
Value—
&partners
N/A
Shares— from 653,307
Change-653,307 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 627,286
Change-627,286 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 563,366
Change-563,366 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 552,891
Change-552,891 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 546,042
Change-546,042 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 539,969
Change-539,969 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 530,640
Change-530,640 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 510,432
Change-510,432 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 479,253
Change-479,253 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 449,019
Change-449,019 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 407,272
Change-407,272 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 398,832
Change-398,832 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 376,567
Change-376,567 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 370,959
Change-370,959 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 340,792
Change-340,792 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 332,275
Change-332,275 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 314,815
Change-314,815 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 311,991
Change-311,991 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 304,073
Change-304,073 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 289,324
Change-289,324 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 284,788
Change-284,788 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 279,970
Change-279,970 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 277,042
Change-277,042 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 248,757
Change-248,757 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 248,182
Change-248,182 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 238,302
Change-238,302 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 235,175
Change-235,175 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 232,612
Change-232,612 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 231,044
Change-231,044 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 206,345
Change-206,345 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 204,628
Change-204,628 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 202,427
Change-202,427 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 192,166
Change-192,166 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 191,546
Change-191,546 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 191,322
Change-191,322 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 185,105
Change-185,105 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 182,400
Change-182,400 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 181,216
Change-181,216 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 175,888
Change-175,888 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 173,173
Change-173,173 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 173,019
Change-173,019 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 168,868
Change-168,868 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 166,526
Change-166,526 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 155,660
Change-155,660 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 154,582
Change-154,582 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 153,029
Change-153,029 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 151,970
Change-151,970 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 150,801
Change-150,801 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 149,085
Change-149,085 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 147,265
Change-147,265 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 144,536
Change-144,536 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 141,795
Change-141,795 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 139,989
Change-139,989 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 139,525
Change-139,525 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 137,745
Change-137,745 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 124,359
Change-124,359 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 122,910
Change-122,910 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 118,591
Change-118,591 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 118,519
Change-118,519 (-100%)
Value—
Betterment LLC
N/A
Shares— from 118,205
Change-118,205 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 117,276
Change-117,276 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 115,000
Change-115,000 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 111,785
Change-111,785 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 111,598
Change-111,598 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 110,053
Change-110,053 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 109,800
Change-109,800 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 109,152
Change-109,152 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 109,096
Change-109,096 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 106,768
Change-106,768 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 103,930
Change-103,930 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 103,867
Change-103,867 (-100%)
Value—
Stephens Inc
N/A
Shares— from 102,338
Change-102,338 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 101,261
Change-101,261 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 100,803
Change-100,803 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 100,532
Change-100,532 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 99,340
Change-99,340 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 95,782
Change-95,782 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 95,651
Change-95,651 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 93,041
Change-93,041 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 92,649
Change-92,649 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 92,491
Change-92,491 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 91,621
Change-91,621 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 89,609
Change-89,609 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 87,335
Change-87,335 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 84,337
Change-84,337 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 82,792
Change-82,792 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 81,119
Change-81,119 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 80,754
Change-80,754 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 80,645
Change-80,645 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 80,184
Change-80,184 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 78,907
Change-78,907 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 74,464
Change-74,464 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 73,287
Change-73,287 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 72,612
Change-72,612 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 70,699
Change-70,699 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 70,180
Change-70,180 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 69,991
Change-69,991 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 69,240
Change-69,240 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 67,153
Change-67,153 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 64,896
Change-64,896 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 63,818
Change-63,818 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 61,337
Change-61,337 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 60,948
Change-60,948 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 59,214
Change-59,214 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 56,568
Change-56,568 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 55,365
Change-55,365 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 55,205
Change-55,205 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 54,878
Change-54,878 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 53,420
Change-53,420 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 52,603
Change-52,603 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 52,117
Change-52,117 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 51,478
Change-51,478 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 51,171
Change-51,171 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 50,622
Change-50,622 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 50,304
Change-50,304 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 49,025
Change-49,025 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 47,889
Change-47,889 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 47,183
Change-47,183 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 46,796
Change-46,796 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 46,603
Change-46,603 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 45,755
Change-45,755 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 45,332
Change-45,332 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 44,958
Change-44,958 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 44,935
Change-44,935 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 44,858
Change-44,858 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 43,489
Change-43,489 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 42,009
Change-42,009 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 41,824
Change-41,824 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 41,400
Change-41,400 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 40,433
Change-40,433 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 39,593
Change-39,593 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 38,747
Change-38,747 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 38,665
Change-38,665 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 38,609
Change-38,609 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 36,930
Change-36,930 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 35,355
Change-35,355 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 35,280
Change-35,280 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 35,088
Change-35,088 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 34,634
Change-34,634 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 33,454
Change-33,454 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 33,410
Change-33,410 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 33,144
Change-33,144 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 32,866
Change-32,866 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 32,065
Change-32,065 (-100%)
Value—
Blair William & Co
N/A
Shares— from 31,574
Change-31,574 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 30,952
Change-30,952 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 30,647
Change-30,647 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 30,588
Change-30,588 (-100%)
Value—
10Elms LLP
N/A
Shares— from 30,491
Change-30,491 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 30,444
Change-30,444 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 29,154
Change-29,154 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 28,528
Change-28,528 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 28,266
Change-28,266 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 28,057
Change-28,057 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 27,755
Change-27,755 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 27,639
Change-27,639 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 27,341
Change-27,341 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 27,322
Change-27,322 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 26,878
Change-26,878 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 26,633
Change-26,633 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 26,457
Change-26,457 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 25,597
Change-25,597 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 25,332
Change-25,332 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 25,309
Change-25,309 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 25,266
Change-25,266 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 24,951
Change-24,951 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 24,934
Change-24,934 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 24,931
Change-24,931 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 24,861
Change-24,861 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 24,569
Change-24,569 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 24,257
Change-24,257 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 24,100
Change-24,100 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 23,812
Change-23,812 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 22,432
Change-22,432 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 22,229
Change-22,229 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 22,176
Change-22,176 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 22,116
Change-22,116 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 21,712
Change-21,712 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 21,402
Change-21,402 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 21,101
Change-21,101 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 20,819
Change-20,819 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 20,791
Change-20,791 (-100%)
Value—
Nwam LLC
N/A
Shares— from 20,702
Change-20,702 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 20,618
Change-20,618 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 20,528
Change-20,528 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 20,029
Change-20,029 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 19,431
Change-19,431 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 19,152
Change-19,152 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 19,093
Change-19,093 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 18,996
Change-18,996 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 18,778
Change-18,778 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 18,649
Change-18,649 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 18,482
Change-18,482 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 18,055
Change-18,055 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 17,903
Change-17,903 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 17,872
Change-17,872 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 17,651
Change-17,651 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,554
Change-17,554 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 17,358
Change-17,358 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 17,324
Change-17,324 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 17,088
Change-17,088 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,732
Change-16,732 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 16,623
Change-16,623 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 16,472
Change-16,472 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 16,329
Change-16,329 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 16,265
Change-16,265 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16,232
Change-16,232 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 16,220
Change-16,220 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 16,168
Change-16,168 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 15,837
Change-15,837 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 15,695
Change-15,695 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 15,586
Change-15,586 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 15,551
Change-15,551 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 15,496
Change-15,496 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 14,929
Change-14,929 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 14,898
Change-14,898 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 14,502
Change-14,502 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 14,334
Change-14,334 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 14,230
Change-14,230 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 14,048
Change-14,048 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 13,961
Change-13,961 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13,880
Change-13,880 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 13,814
Change-13,814 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 13,785
Change-13,785 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 13,686
Change-13,686 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 13,423
Change-13,423 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 13,230
Change-13,230 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 13,080
Change-13,080 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 12,582
Change-12,582 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 12,514
Change-12,514 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 12,210
Change-12,210 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 12,136
Change-12,136 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 12,087
Change-12,087 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 12,081
Change-12,081 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 12,030
Change-12,030 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 11,698
Change-11,698 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 11,649
Change-11,649 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 11,547
Change-11,547 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 11,382
Change-11,382 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 10,858
Change-10,858 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 10,829
Change-10,829 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 10,825
Change-10,825 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 10,784
Change-10,784 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 10,415
Change-10,415 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 10,408
Change-10,408 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 10,269
Change-10,269 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 10,250
Change-10,250 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 10,197
Change-10,197 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 10,147
Change-10,147 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10,143
Change-10,143 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 9,919
Change-9,919 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 9,878
Change-9,878 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 9,852
Change-9,852 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,555
Change-9,555 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 9,453
Change-9,453 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 9,427
Change-9,427 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 9,351
Change-9,351 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 9,106
Change-9,106 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,928
Change-8,928 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,889
Change-8,889 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 8,869
Change-8,869 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,721
Change-8,721 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 8,630
Change-8,630 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 8,583
Change-8,583 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,457
Change-8,457 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,380
Change-8,380 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 8,358
Change-8,358 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,356
Change-8,356 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 8,343
Change-8,343 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 8,298
Change-8,298 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 7,980
Change-7,980 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 7,934
Change-7,934 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 7,843
Change-7,843 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,808
Change-7,808 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 7,724
Change-7,724 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,686
Change-7,686 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 7,631
Change-7,631 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 7,544
Change-7,544 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 7,427
Change-7,427 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 7,419
Change-7,419 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 7,218
Change-7,218 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 6,883
Change-6,883 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,832
Change-6,832 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,832
Change-6,832 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,817
Change-6,817 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 6,596
Change-6,596 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 6,494
Change-6,494 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 6,387
Change-6,387 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,317
Change-6,317 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 6,201
Change-6,201 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 6,135
Change-6,135 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 5,789
Change-5,789 (-100%)
Value—
EWA, LLC
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,674
Change-5,674 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,644
Change-5,644 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 5,578
Change-5,578 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 5,527
Change-5,527 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,217
Change-5,217 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,209
Change-5,209 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
Legacy Trust
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,836
Change-3,836 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
EQ LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 993
Change-993 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 982
Change-982 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 965
Change-965 (-100%)
Value—
American Trust
N/A
Shares— from 963
Change-963 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 962
Change-962 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 962
Change-962 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Motco
N/A
Shares— from 960
Change-960 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 886
Change-886 (-100%)
Value—
CNB Bank
N/A
Shares— from 843
Change-843 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 745
Change-745 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 729
Change-729 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 708
Change-708 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 681
Change-681 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 615
Change-615 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 592
Change-592 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 576
Change-576 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 572
Change-572 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 570
Change-570 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 545
Change-545 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 541
Change-541 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 511
Change-511 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 464
Change-464 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 442
Change-442 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 414
Change-414 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 253
Change-253 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 244
Change-244 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 241
Change-241 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 222
Change-222 (-100%)
Value—
Centennial Bank
N/A
Shares— from 218
Change-218 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 202
Change-202 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 183
Change-183 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 182
Change-182 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 160
Change-160 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 145
Change-145 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 123
Change-123 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 122
Change-122 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Rogco, LP
N/A
Shares— from 66
Change-66 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 62
Change-62 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 37
Change-37 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
S&T Bank
N/A
Shares— from 31
Change-31 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 23
Change-23 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 22
Change-22 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 21
Change-21 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 17
Change-17 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2
Change-2 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Facet Wealth, Inc.
INCREASED3,776,1903,300,180+476,010+14%$724.2M$839.2M+$115.1M2026-11-04
Blue Trust, Inc.
INCREASED2,894,9632,709,961+185,002+7%$594.6M$643.4M+$48.7M2026-10-15
Keybank National Association
DECREASED2,209,1432,289,743-80,600-4%$502.4M$491.0M-$11.5M2026-11-04
Orgel Wealth Management, LLC
DECREASED2,195,0003,358,210-1,163,210-35%$736.9M$487.8M-$249.1M2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,809,9361,794,452+15,484+1%$393.8M$402.2M+$8.5M2026-10-27
Connecticut Wealth Management, LLC
DECREASED961,819975,098-13,279-1%$214.0M$213.8M-$211.1K2026-10-13
Commonwealth Equity Services, LLC
DECREASED895,3551,008,946-113,591-11%$221.4M$199.0M-$22.4M2026-11-02
Foster Group, Inc.
INCREASED779,766765,906+13,860+2%$168.1M$173.3M+$5.2M2026-10-13
D.A. Davidson & Co.
INCREASED632,935615,670+17,265+3%$135.1M$140.7M+$5.6M2026-10-28
Kestra Investment Management, LLC
INCREASED625,852593,900+31,952+5%$130.3M$139.1M+$8.8M2026-11-04
Unison Advisors LLC
INCREASED614,844612,288+2,556+0%$134.4M$136.6M+$2.3M2026-10-29
Sage Mountain Advisors LLC
INCREASED578,212575,644+2,568+0%$126.3M$128.5M+$2.2M2026-11-02
Kestra Advisory Services, LLC
INCREASED525,112401,182+123,930+31%$88.0M$116.7M+$28.7M2026-11-02
SAX Wealth Advisors, LLC
INCREASED512,973465,970+47,003+10%$89.4M$114.0M+$24.6M2026-10-13
Howard Financial Services, Ltd.
INCREASED486,269484,994+1,275+0%$106.4M$108.1M+$1.6M2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED433,372437,142-3,770-1%$95.9M$96.3M+$390.6K2026-10-20
Pinnacle Associates LTD
DECREASED426,816434,127-7,311-2%$95.3M$94.9M-$405.0K2026-10-20
Valence8 US LP
INCREASED424,074412,060+12,014+3%$90.4M$94.2M+$3.8M2026-11-03
State of Michigan Retirement System
DECREASED407,149419,649-12,500-3%$92.1M$90.5M-$1.6M2026-10-27
Bank of New York Mellon Corp
INCREASED405,567350,939+54,628+16%$77.0M$90.1M+$13.1M2026-11-05
Sachem Hill LLC
DECREASED338,112339,832-1,720-1%$74.6M$75.1M+$572.5K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED323,110358,459-35,349-10%$78.7M$71.8K-$78.6M2026-11-02
True Link Financial Advisors, LLC
DECREASED322,958323,641-6830%$71.0M$71.8M+$757.6K2026-10-27
Obermeyer Wealth Partners
DECREASED317,743356,383-38,640-11%$78.2M$70.6M-$7.6M2026-10-21
Landaas & Co
INCREASED317,236310,816+6,420+2%$68.2M$70.5M+$2.3M2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
DECREASED284,852288,906-4,054-1%$63.4M$63.3M-$89.1K2026-10-23
Baron Wealth Management LLC
DECREASED280,937281,840-9030%$61.8M$62.4M+$591.1K2026-10-27
Kathmere Capital Management, LLC
INCREASED271,298246,258+25,040+10%$54.0M$60.3M+$6.3M2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED258,151275,086-16,935-6%$60.4M$57.4M-$3.0M2026-10-23
Aspen Wealth Management LLC
INCREASED256,465244,746+11,719+5%$53.7M$57.0M+$3.3M2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED256,011253,901+2,110+1%$55.7M$56.9M+$1.2M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED250,753243,745+7,008+3%$53.5M$56.7M+$3.2M2026-10-13
Catalyst Capital Advisors LLC
UNCHANGED248,182248,18200%$54.5M$55.2M+$697.4K2026-11-02
Apollon Wealth Management, LLC
DECREASED225,352238,441-13,089-5%$52.3M$50.1M-$2.2M2026-10-23
Creative Planning
INCREASED224,996220,478+4,518+2%$48.4M$50.0M+$1.6M2026-11-02
Park Avenue Securities LLC
INCREASED222,436221,923+513+0%$48.7M$49.4K-$48.6M2026-10-26
Wealth Group Ltd
DECREASED213,386215,910-2,524-1%$47.4M$47.9M+$523.9K2026-10-07
MCF Advisors LLC
DECREASED206,596211,447-4,851-2%$46.4M$45.9M-$483.9K2026-10-28
1900 Wealth Management LLC
DECREASED184,135190,279-6,144-3%$41.8M$40.9M-$830.6K2026-10-13
AlphaCore Capital LLC
DECREASED183,561210,317-26,756-13%$46.1M$40.8M-$5.4M2026-11-04
Symmetry Partners, LLC
INCREASED177,734172,738+4,996+3%$37.9M$39.5M+$1.6M2026-10-27
Sowell Financial Services LLC
DECREASED177,697177,723-260%$39.0M$39.5M+$493.7K2026-10-23
Parallel Advisors, LLC
INCREASED173,301146,502+26,799+18%$32.1M$38.5M+$6.4M2026-11-03
Armbruster Capital Management, Inc.
INCREASED173,054171,926+1,128+1%$37.7M$38.5M+$733.9K2026-10-19
US Bancorp \de\
DECREASED166,168170,136-3,968-2%$37.3M$36.9M-$403.8K2026-11-05
Capital Advisors, Ltd. LLC
DECREASED164,907165,290-3830%$36.3K$36.6K+$3802026-10-27
Elevation Point Wealth Partners, LLC
DECREASED162,664201,242-38,578-19%$44.2M$36.2M-$8.0M2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED159,420157,256+2,164+1%$34.5M$35.4M+$922.9K2026-10-13
ARS Wealth Advisors Group, LLC
DECREASED155,082156,054-972-1%$34.2M$34.5M+$222.5K2026-10-16
Lido Advisors, LLC
INCREASED154,493138,778+15,715+11%$30.5M$34.3M+$3.9M2026-11-04
Thrivent Financial for Lutherans
INCREASED143,822125,485+18,337+15%$27.5M$32.0M+$4.5M2026-11-05
Heck Capital Advisors, LLC
INCREASED139,917138,429+1,488+1%$30.4M$31.1M+$719.7K2026-10-14
Farther Finance Advisors, LLC
DECREASED136,832139,887-3,055-2%$30.7M$30.4M-$284.2K2026-10-08
Centerpoint Advisors, LLC
INCREASED135,332134,229+1,103+1%$29.5M$30.1M+$622.0K2026-11-05
GW Henssler & Associates LTD
INCREASED133,269130,902+2,367+2%$28.7M$29.6M+$893.9K2026-10-26
RVW Wealth, LLC
DECREASED131,123131,903-780-1%$28.9M$29.1M+$197.3K2026-10-06
Aventus Investment Advisors, Inc.
DECREASED127,975128,034-590%$28.1M$28.4M+$346.6K2026-10-09
Choreo, LLC
DECREASED126,414130,086-3,672-3%$28.5M$28.1M-$445.5K2026-10-28
Bryn Mawr Trust Advisors, LLC
DECREASED126,190130,969-4,779-4%$28.7M$28.0M-$694.2K2026-11-04
Tanglewood Wealth Management, Inc.
DECREASED119,415120,139-724-1%$26.4M$26.5M+$176.7K2026-10-23
Financial Partners Group, Inc
INCREASED117,849112,092+5,757+5%$24.6M$26.2M+$1.6M2026-10-19
Client First Capital LLC
DECREASED117,792123,309-5,517-4%$27.1M$26.2M-$879.5K2026-10-22
Regatta Capital Group, LLC
INCREASED113,989110,194+3,795+3%$24.2M$25.3M+$1.2M2026-10-23
Fifth Third Bancorp
DECREASED112,496124,053-11,557-9%$27.2M$25.0M-$2.2M2026-11-05
Strategic Point Investment Advisors, LLC
DECREASED104,596105,850-1,254-1%$23.2M$23.2M+$18.8K2026-10-29
Cardinal Strategic Wealth Guidance
DECREASED101,123106,281-5,158-5%$23.3M$22.5M-$847.7K2026-11-02
HUB Investment Partners, LLC
INCREASED98,82793,668+5,159+6%$20.6M$22.0M+$1.4M2026-11-03
IFP Advisors, Inc
INCREASED98,20251,558+46,644+90%$11.3M$21.8M+$10.5M2026-10-16
AGF Management LTD
DECREASED96,82398,490-1,667-2%$21.6M$21.5M-$93.7K2026-11-03
Weaver Consulting Group
DECREASED95,65596,291-636-1%$21.1M$21.3M+$129.2K2026-10-07
Strategic Blueprint, LLC
DECREASED91,93998,933-6,994-7%$21.7M$20.4M-$1.3M2026-10-22
Cabot Wealth Management Inc
INCREASED91,45490,297+1,157+1%$19.8M$20.3M+$510.9K2026-11-05
Vise Technologies, Inc.
DECREASED89,87591,638-1,763-2%$20.1M$20.0M-$134.2K2026-10-29
Center for Financial Planning, Inc.
DECREASED89,04889,819-771-1%$19.7M$19.8M+$81.3K2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED86,16391,877-5,714-6%$20.2M$19.1M-$1.0M2026-11-03
Fort Washington Investment Advisors Inc
DECREASED85,80191,967-6,166-7%$20.2M$19.1M-$1.1M2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED83,61639,000+44,616+114%$8.6M$18.6M+$10.0M2026-11-03
Trinity Wealth Management, LLC
DECREASED82,22882,694-466-1%$18.1M$18.3M+$128.8K2026-10-13
Kraft, Davis & Associates, LLC
INCREASED76,97774,726+2,251+3%$16.2M$17.4M+$1.2M2026-10-21
Journey Advisory Group, LLC
DECREASED76,88479,363-2,479-3%$17.4M$17.1M-$328.0K2026-11-04
Advus Financial Partners, LLC
DECREASED76,17284,615-8,443-10%$18.6M$16.9M-$1.6M2026-10-20
Well Done, LLC
DECREASED75,73181,845-6,114-7%$18.0M$16.8M-$1.1M2026-10-20
Apella Capital, LLC
DECREASED74,29874,877-579-1%$16.3M$16.8M+$480.3K2026-10-08
Clear Wave Wealth Management LLC
INCREASED73,18551,591+21,594+42%$11.3M$16.3M+$4.9M2026-11-04
Bell Investment Advisors, Inc
INCREASED72,70972,583+126+0%$15.9M$16.2M+$231.9K2026-10-29
Motive Wealth Advisors
INCREASED72,70772,291+416+1%$15.9M$16.2M+$295.6K2026-10-26
Sharkey, Howes & Javer
DECREASED72,16877,801-5,633-7%$17.1M$16.0M-$1.0M2026-10-22
Sagespring Wealth Partners, LLC
DECREASED71,44772,577-1,130-2%$15.9M$15.9M-$47.1K2026-10-22
Fragasso Financial Advisors Inc
DECREASED70,83579,805-8,970-11%$17.5M$16.1M-$1.4M2026-10-13
Kestra Private Wealth Services, LLC
DECREASED69,524108,440-38,916-36%$23.8M$15.5M-$8.3M2026-10-30
Garrett Wealth Advisory Group, LLC
DECREASED63,99064,522-532-1%$14.2M$14.2M+$63.1K2026-10-22
Element Pointe Advisors, LLC
DECREASED62,70170,691-7,990-11%$15.5M$13.9M-$1.6M2026-10-21
ARQ Wealth Advisors, LLC
INCREASED62,45960,788+1,671+3%$13.2M$13.9M+$669.4K2026-10-29
TME Financial, Inc.
INCREASED61,72355,817+5,906+11%$12.2M$13.7M+$1.5M2026-10-14
GSG Advisors LLC
DECREASED59,70059,985-2850%$13.2M$13.3M+$105.3K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED59,15067,527-8,377-12%$14.8M$13.1M-$1.7M2026-10-16
Flagship Private Wealth, LLC
INCREASED58,68451,134+7,550+15%$11.2M$13.0M+$1.8M2026-11-05
Brookstone Capital Management
DECREASED58,41960,802-2,383-4%$13.3M$13.0M-$358.7K2026-10-22
Sovran Advisors, LLC
INCREASED57,87457,830+44+0%$12.5M$13.0M+$514.8K2026-11-02
Asset Advisors Investment Management, LLC
INCREASED57,59956,836+763+1%$12.5M$12.8M+$329.3K2026-10-19
Tennessee Valley Asset Management Partners
INCREASED56,80556,546+259+0%$12.4M$12.6M+$216.3K2026-11-03
Perigon Wealth Management, LLC
DECREASED56,33060,104-3,774-6%$13.2M$12.5M-$669.8K2026-10-22
Capital Investment Advisory Services, LLC
DECREASED56,07057,843-1,773-3%$12.7M$12.5M-$231.4K2026-10-30
ERn Financial, LLC
DECREASED56,01356,629-616-1%$12.4M$12.4M+$22.2K2026-10-28
Forthright Family Wealth Advisory LLC
DECREASED55,55355,610-570%$12.2M$12.3M+$143.7K2026-11-03
Hughes Financial Services, LLC
DECREASED55,30556,740-1,435-3%$12.5M$12.4M-$22.9K2026-10-30
Trilogy Capital Inc.
DECREASED55,12355,269-1460%$12.1M$12.3M+$122.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED54,83435,316+19,518+55%$7.7M$12.4M+$4.8M2026-10-20
Diversify Wealth Management, LLC
INCREASED54,83435,316+19,518+55%$7.7M$12.4M+$4.8M2026-10-20
Wealthcare Advisory Partners LLC
INCREASED54,27853,676+602+1%$11.8M$12.1M+$284.8K2026-10-21
Intelligence Driven Advisers, LLC
DECREASED54,07356,015-1,942-3%$12.3M$12.0M-$274.0K2026-10-09
Balentine LLC
DECREASED53,48255,711-2,229-4%$12.2M$11.9M-$338.7K2026-11-03
Montecito Bank & Trust
DECREASED53,15453,781-627-1%$11.8M$11.8M+$11.8K2026-10-01
Jacobi Capital Management LLC
DECREASED53,05853,875-817-2%$11.8M$11.8M-$30.2K2026-11-05
Focus Financial Network, Inc.
DECREASED52,88954,255-1,366-3%$11.9M$11.8M-$151.1K2026-10-14
River's Edge Wealth Management, LLC
INCREASED52,50551,391+1,114+2%$11.3M$11.8M+$514.3K2026-10-19
Atria Investments, Inc
DECREASED51,65054,355-2,705-5%$11.9M$11.5M-$448.4K2026-10-15
Scissortail Wealth Management, LLC
INCREASED51,15549,769+1,386+3%$10.9M$11.4M+$448.0K2026-11-03
Forte Asset Management LLC
INCREASED50,47050,222+248+0%$11.0M$11.2M+$196.3K2026-10-13
Csenge Advisory Group
INCREASED49,18547,994+1,191+2%$10.5M$10.9M+$399.6K2026-11-04
Client 1ST Advisory Group, LLC
INCREASED48,94646,504+2,442+5%$10.2M$10.9M+$673.3K2026-10-19
BOS Asset Management, LLC
INCREASED48,94046,419+2,521+5%$10.2M$10.9M+$690.6K2026-10-09
Wealth Quarterback LLC
DECREASED48,87175,806-26,935-36%$16.6M$10.9M-$5.8M2026-10-20
Sculati Wealth Management, LLC
INCREASED48,73547,970+765+2%$10.5M$11.1M+$646.7K2026-10-19
Financial Life Advisors
DECREASED47,89748,200-303-1%$10.6M$10.6M+$68.2K2026-10-14
Jmac Enterprises LLC
DECREASED47,87247,996-1240%$10.5M$10.6M+$107.3K2026-10-30
Keeler & Nadler Financial Planning & Wealth Management
DECREASED47,64663,933-16,287-25%$14.0M$10.6M-$3.4M2026-10-28
Shepherd Financial Partners LLC
INCREASED46,28245,966+316+1%$10.1M$10.3M+$199.5K2026-11-03
Symphony Financial, Ltd. Co.
INCREASED45,55233,629+11,923+35%$7.3M$10.2M+$2.8M2026-10-22
SteelPeak Wealth, LLC
INCREASED45,52540,941+4,584+11%$9.0M$10.1M+$1.1M2026-10-16
Geneva Partners, LLC
INCREASED44,56443,631+933+2%$9.6M$9.9M+$329.9K2026-10-26
West Wealth Group, LLC
INCREASED43,96543,011+954+2%$9.4M$9.8M+$332.8K2026-10-14
J.W. Cole Advisors, Inc.
INCREASED43,19940,925+2,274+6%$9.0M$9.6M+$620.4K2026-11-05
Ullmann Wealth Partners Group, LLC
DECREASED43,18345,737-2,554-6%$10.0M$9.6M-$439.2K2026-11-02
Sigma Planning Corp
DECREASED43,09544,442-1,347-3%$9.8M$9.6M-$188.8K2026-10-23
MGO One Seven LLC
DECREASED42,39743,414-1,017-2%$9.5M$9.4M-$103.9K2026-10-28
Financial Enhancement Group LLC
INCREASED42,33042,270+60+0%$9.3M$9.6M+$287.1K2026-10-08
Stonehearth Capital Management, LLC
DECREASED42,17043,415-1,245-3%$9.5M$9.4M-$154.5K2026-10-13
Capital Investment Advisors, LLC
INCREASED41,61838,110+3,508+9%$8.4M$9.2M+$886.8K2026-10-22
Assetmark, Inc
INCREASED41,40925,731+15,678+61%$5.6M$9.2M+$3.6M2026-10-21
Beacon Advisors Holdings, LLC
INCREASED41,15140,818+333+1%$9.0M$9.1M+$188.7K2026-10-27
Truist Financial Corp
DECREASED40,89941,610-711-2%$9.1M$9.1M-$41.2K2026-10-30
Capital Advantage, Inc.
INCREASED40,80639,205+1,601+4%$8.6M$9.1M+$466.1K2026-10-14
Syntax Research, Inc.
INCREASED40,57738,180+2,397+6%$8.4M$9.0M+$640.1K2026-11-04
Leslie Global Wealth, LLC
INCREASED40,38528,176+12,209+43%$6.2M$9.0M+$2.8M2026-10-26
Three Magnolias Financial Advisors, LLC
DECREASED40,30541,077-772-2%$9.0M$9.0M-$56.1K2026-10-14
Pettinga Financial Advisors LLC
DECREASED39,52239,570-480%$8.7M$8.8M+$100.6K2026-10-13
CoreCap Advisors, LLC
INCREASED39,50837,240+2,268+6%$8.2M$8.8M+$608.6K2026-10-08
Leicht Financial Planning & Wealth Management, Inc.
NEW39,179—+39,179——$8.7M—2026-11-03
Peddock Capital Advisors, LLC
INCREASED38,92437,775+1,149+3%$8.3M$8.7M+$361.5K2026-10-16
Performa Ltd (US), LLC
DECREASED38,61239,117-505-1%$8.6M$8.6M-$4.2K2026-11-05
Cypress Wealth Services, LLC
DECREASED38,46838,773-305-1%$8.5M$8.7M+$182.0K2026-10-21
Independent Financial Group, LLC
INCREASED37,77335,194+2,579+7%$7.7M$8.4M+$672.2K2026-10-13
Skyline Advisors, Inc.
DECREASED37,11839,301-2,183-6%$8.6M$8.2M-$374.8K2026-11-03
Founders Financial Securities LLC
INCREASED36,35819,502+16,856+86%$4.3M$8.1M+$3.8M2026-10-28
Marino, Stram & Associates LLC
DECREASED35,17035,333-1630%$7.8M$7.8M+$63.2K2026-10-22
Green Ridge Wealth Planning LLC
DECREASED35,13035,505-375-1%$7.8M$7.8M+$16.4K2026-10-08
Beacon Financial Planning, Inc
INCREASED34,32132,870+1,451+4%$7.2M$7.6M+$414.9K2026-11-04
Detalus Advisors, LLC
DECREASED34,03937,807-3,768-10%$8.3M$7.6M-$731.3K2026-10-15
Stillwater Wealth Management Group
INCREASED33,96430,685+3,279+11%$6.7M$7.5M+$815.0K2026-10-21
Bestgate Wealth Advisors, LLC
INCREASED33,70212,847+20,855+162%$2.8M$7.5M+$4.7M2026-10-13
Shum Financial Group, Inc.
INCREASED33,18532,369+816+3%$7.1M$7.4M+$272.3K2026-10-13
Formidable Asset Management, LLC
DECREASED33,18433,986-802-2%$6.5M$7.3M+$762.6K2026-11-03
Cora Capital Advisors LLC
DECREASED32,14532,157-120%$7.1M$7.1M+$87.7K2026-11-02
Etesian Wealth Advisors, Inc.
INCREASED31,74527,426+4,319+16%$6.0M$7.1M+$1.0M2026-10-27
Prospera Financial Services Inc
INCREASED31,69722,339+9,358+42%$4.9M$7.1M+$2.2M2026-11-04
Spire Wealth Management
DECREASED31,65437,021-5,367-14%$8.1M$7.0M-$1.1M2026-10-30
Flywheel Private Wealth LLC
INCREASED31,07130,071+1,000+3%$6.6M$6.9M+$306.7K2026-11-02
Premier Path Wealth Partners, LLC
DECREASED31,04742,309-11,262-27%$9.3M$6.9M-$2.4M2026-10-16
Bison Wealth, LLC
DECREASED30,90431,467-563-2%$6.9M$7.0M+$162.2K2026-10-13
Golden State Wealth Management, LLC
DECREASED30,38134,207-3,826-11%$7.5M$6.8M-$754.2K2026-11-02
Ascentis Independent Advisors
INCREASED30,377726+29,651+4084%$159.3K$6.8M+$6.6M2026-11-03
Yoder Wealth Management, Inc.
DECREASED30,30730,519-212-1%$6.6M$6.7M+$36.4K2026-10-13
Horst & Graben Wealth Management LLC
DECREASED29,99131,755-1,764-6%$7.0M$6.7M-$284.9K2026-11-02
Rossby Financial, LCC
INCREASED29,74827,069+2,679+10%$5.9M$6.6M+$671.6K2026-11-05
Elevated Financial Group LLC
DECREASED29,71490,588-60,874-67%$19.9M$6.6M-$13.3M2026-10-16
Old National Bancorp
DECREASED29,58730,979-1,392-4%$6.8M$6.6M-$222.3K2026-10-20
Breakwater Capital Group
DECREASED29,54729,944-397-1%$6.6M$6.6M-$4.0K2026-10-09
Legacy Advisory Services, LLC
DECREASED29,29247,174-17,882-38%$10.4M$6.5M-$3.8M2026-10-20
Inscription Capital, LLC
DECREASED29,23329,300-670%$6.4M$6.5M+$67.2K2026-11-02
Ironsides Asset Advisors, LLC
DECREASED29,11131,373-2,262-7%$6.9M$6.5M-$414.5K2026-10-20
Summa Corp.
INCREASED28,85028,300+550+2%$6.2M$6.4M+$201.8K2026-10-30
Forteris Wealth Management Inc.
INCREASED28,64727,953+694+2%$6.1M$6.4M+$232.8K2026-10-13
Apollon Financial, LLC
DECREASED27,96528,095-1300%$6.2M$6.2M+$50.2K2026-10-23
Trust Co
DECREASED27,85030,629-2,779-9%$6.7M$6.2M-$531.6K2026-10-09
CGN Advisors LLC
DECREASED27,48330,058-2,575-9%$6.6M$6.1M-$487.9K2026-10-21
Paller Financial Services Inc
INCREASED27,45626,994+462+2%$5.9M$6.1M+$178.5K2026-10-13
Titleist Asset Management, LLC
INCREASED27,20026,724+476+2%$5.9M$6.0M+$180.7K2026-10-08
BIP Wealth, LLC
DECREASED26,60526,656-510%$5.8M$5.9M+$63.7K2026-10-22
StrongBox Wealth, LLC
DECREASED26,21658,556-32,340-55%$12.8M$5.8M-$7.0M2026-11-02
Stanich Group LLC
DECREASED26,20926,284-750%$5.8M$5.8M+$57.9K2026-10-16
CFS Investment Advisory Services, LLC
DECREASED26,17828,058-1,880-7%$6.1M$5.9M-$200.2K2026-10-19
Trek Financial, LLC
DECREASED25,69726,325-628-2%$5.8M$5.7M-$65.4K2026-10-29
Schear Investment Advisers, LLC
NEW25,673—+25,673——$5.7M—2026-10-14
Tempo Wealth, LLC
DECREASED25,67326,221-548-2%$5.8M$5.7M-$48.1K2026-10-14
Meitav Investment House LTD
DECREASED25,54349,724-24,181-49%$10.9M$5.7M-$5.2M2026-10-28
First Citizens Financial Corp
DECREASED25,07725,763-686-3%$5.7M$5.6M-$80.1K2026-10-02
HMV Wealth Advisors, LLC
DECREASED24,69524,800-1050%$5.4M$5.5M+$46.4K2026-10-27
Flagship Harbor Advisors, LLC
INCREASED24,57123,517+1,054+4%$5.2M$5.5M+$300.4K2026-10-26
William John Sempolinski
INCREASED24,54124,008+533+2%$5.3M$5.5M+$185.9K2026-10-20
TSA Wealth Managment LLC
DECREASED24,20925,045-836-3%$5.5M$5.4M-$115.4K2026-10-22
Lincoln Capital Corp
DECREASED23,99624,143-147-1%$5.3M$5.3M+$35.1K2026-10-13
Compound Planning, Inc.
DECREASED23,93930,445-6,506-21%$6.7M$5.3M-$1.4M2026-11-05
Ascent Group, LLC
DECREASED23,60223,987-385-2%$5.3M$5.2M-$18.2K2026-10-30
Aries Wealth Management
UNCHANGED23,58423,58400%$5.2M$5.2M+$66.3K2026-10-23
Security Financial Services, Inc.
INCREASED23,19423,080+114+0%$5.1M$5.2M+$90.2K2026-10-29
Annex Advisory Services, LLC
DECREASED22,88523,226-341-1%$5.1M$5.1M-$10.4K2026-10-16
Omni 360 Wealth, Inc.
DECREASED22,84423,756-912-4%$5.2M$5.1M-$136.0K2026-10-13
Hudson Oak Wealth Advisory LLC
DECREASED22,61323,235-622-3%$5.1M$5.0M-$72.9K2026-10-16
TCI Wealth Advisors, Inc.
DECREASED22,16523,210-1,045-4%$5.1M$4.9M-$167.0K2026-10-30
Hoese & Co LLP
DECREASED22,06023,053-993-4%$5.1M$4.9M-$155.9K2026-10-21
Sherman Wealth Management LLC
INCREASED21,57320,726+847+4%$4.5M$4.8M+$246.5K2026-10-16
Avestar Capital, LLC
DECREASED20,73020,801-710%$4.6M$4.6M+$42.7K2026-10-28
CFM Wealth Partners LLC
INCREASED20,63020,288+342+2%$4.5M$4.6M+$133.0K2026-11-05
Raab & Moskowitz Asset Management LLC
INCREASED20,59714,953+5,644+38%$3.3M$4.6M+$1.3M2026-11-02
Maia Wealth LLC
DECREASED20,37334,182-13,809-40%$7.5M$4.5M-$3.0M2026-10-19
Claro Advisors Inc.
INCREASED20,30119,686+615+3%$4.3M$4.5M+$192.0K2026-11-02
Woodmont Investment Counsel LLC
UNCHANGED20,07720,07700%$4.4M$4.5M+$56.4K2026-10-29
Fluent Financial, LLC
DECREASED19,76420,075-311-2%$4.4M$4.4M-$12.7K2026-10-13
Carnegie Investment Counsel
INCREASED19,64517,101+2,544+15%$3.8M$4.4M+$613.4K2026-10-20
True Blue Financial, LLC
NEW19,519—+19,519——$4.3M—2026-10-15
Farrell Financial LLC
DECREASED19,07219,125-530%$4.2M$4.2M+$42.0K2026-10-16
Rose Capital Advisors LLC
INCREASED19,01315,236+3,777+25%$3.3M$4.2M+$882.3K2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED18,91421,658-2,744-13%$4.8M$4.2M-$549.0K2026-10-09
Brighton Jones LLC
INCREASED18,76317,639+1,124+6%$3.9M$4.2M+$299.4K2026-11-03
Simon Quick Advisors, LLC
DECREASED18,67418,833-159-1%$4.1M$4.2M+$17.6K2026-10-26
JB Capital LLC
INCREASED18,61716,462+2,155+13%$3.6M$4.1M+$525.2K2026-10-19
RFG Advisory, LLC
DECREASED18,26618,881-615-3%$4.1M$4.1M-$83.6K2026-11-03
Clear Creek Financial Management, LLC
DECREASED18,11218,385-273-1%$4.0M$4.0M-$9.0K2026-10-28
HB Wealth Management, LLC
DECREASED18,07521,552-3,477-16%$4.7M$4.0M-$712.2K2026-10-23
Mayfair Advisory Group, LLC
INCREASED18,06818,067+1+0%$3.9M$4.0M+$98.2K2026-10-20
Macroview Investment Management LLC
DECREASED17,97918,605-626-3%$4.1M$4.0M-$86.8K2026-10-26
Crestwood Advisors Group, LLC
DECREASED17,96718,301-334-2%$4.0M$4.0M-$22.7K2026-10-27
SimpliFi, Inc.
DECREASED17,89118,055-164-1%$4.0M$4.0M+$14.2K2026-10-28
Chicago Partners Investment Group LLC
DECREASED17,59117,803-212-1%$3.8M$3.9M+$74.1K2026-10-27
Buttonwood Financial Group, LLC
DECREASED17,53419,285-1,751-9%$4.2M$4.0M-$260.8K2026-10-16
OpenArc Corporate Advisory, LLC
DECREASED17,49717,513-160%$3.8M$3.9M+$45.7K2026-10-21
Davenport & Co LLC
INCREASED17,43217,155+277+2%$3.8M$3.9M+$109.8K2026-10-14
Worth Financial Advisory Group, LLC
DECREASED17,40217,694-292-2%$3.9M$3.9M-$15.1K2026-10-19
TD Waterhouse Canada Inc.
INCREASED17,14514,921+2,224+15%$3.3M$3.8M+$556.9K2026-10-16
Robinson Smith Wealth Advisors LLC
DECREASED16,51816,811-293-2%$3.7M$3.7M-$17.9K2026-10-22
Triumph Capital Management
DECREASED16,45919,290-2,831-15%$4.2M$3.7M-$575.0K2026-10-14
Marks Group Wealth Management, Inc
INCREASED16,43316,219+214+1%$3.6M$3.7M+$93.1K2026-11-05
Integrity Alliance, Llc.
DECREASED16,34918,020-1,671-9%$4.0M$3.6M-$320.7K2026-10-29
Beacon Financial Advisory LLC
DECREASED15,95016,561-611-4%$3.6M$3.5M-$89.3K2026-10-16
Global Wealth Strategies & Associates
DECREASED15,79617,641-1,845-10%$3.9M$3.5M-$360.5K2026-10-02
YHB Investment Advisors, Inc.
INCREASED15,79110,933+4,858+44%$2.4M$3.5M+$1.1M2026-10-08
Mesirow Financial Investment Management, Inc.
DECREASED15,74815,753-50%$3.5M$3.5M+$43.6K2026-11-05
Crescent Grove Advisors, LLC
DECREASED15,71016,292-582-4%$3.6M$3.5M-$83.4K2026-10-21
Private Trust Co NA
DECREASED15,59215,717-125-1%$3.4M$3.5M+$16.4K2026-10-20
Ehrlich Financial Group
INCREASED15,41312,891+2,522+20%$2.8M$3.4M+$596.7K2026-10-20
Keystone Wealth Services, LLC
DECREASED15,35715,525-168-1%$3.4M$3.4M+$21.5K2026-11-03
Mission Wealth Management, LP
DECREASED15,30020,448-5,148-25%$4.5M$3.4M-$1.1M2026-10-15
Acorn Wealth Advisors, LLC
DECREASED15,25915,283-240%$3.4M$3.4M+$37.7K2026-10-19
Provident Investment Management, Inc.
INCREASED15,17613,265+1,911+14%$2.9M$3.4M+$461.8K2026-10-23
Integrity Advisory Solutions, LLC
INCREASED15,14313,931+1,212+9%$3.1M$3.4M+$308.7K2026-10-29
ADG Wealth Management Group, LLC
INCREASED14,97613,292+1,684+13%$2.9M$3.3M+$411.7K2026-10-23
Ridgeline Wealth, LLC
DECREASED14,92215,025-103-1%$3.3M$3.4M+$91.8K2026-10-14
Wedbush Securities Inc
INCREASED14,8767,294+7,582+104%$1.6M$3.3K-$1.6M2026-10-22
Watershed Private Wealth LLC
INCREASED14,71613,464+1,252+9%$3.0M$3.3M+$316.0K2026-10-30
Moneco Advisors, LLC
INCREASED14,62410,178+4,446+44%$2.2M$3.2M+$1.0M2026-11-05
Eastern Bank
DECREASED14,57322,784-8,211-36%$5.0M$3.2M-$1.8M2026-10-05
Verus Capital Partners, LLC
DECREASED14,09514,473-378-3%$3.2M$3.1M-$43.3K2026-11-03
Verdence Capital Advisors LLC
INCREASED13,91912,226+1,693+14%$2.7M$3.1M+$410.5K2026-10-26
Cornerstone Wealth Management, LLC
DECREASED13,83122,662-8,831-39%$5.0M$3.1M-$1.9M2026-11-04
Davidson Kahn Capital Management, LLC
INCREASED13,5819,183+4,398+48%$2.0M$3.0M+$990.1K2026-10-26
Physician Wealth Advisors, Inc.
DECREASED13,50014,018-518-4%$3.1M$3.0M-$75.7K2026-10-20
Thrive Wealth Management, LLC
DECREASED13,39713,626-229-2%$3.0M$3.0M-$12.6K2026-10-13
Interchange Capital Partners, LLC
DECREASED13,26913,677-408-3%$3.0M$2.9M-$52.2K2026-10-28
Bernardo Wealth Planning LLC
INCREASED12,9787,021+5,957+85%$1.5M$2.9M+$1.3M2026-10-23
Beacon Financial Group
DECREASED12,87313,044-171-1%$2.9M$2.9M-$1.3K2026-10-19
Ellis Investment Partners, LLC
INCREASED12,84512,740+105+1%$2.8M$2.9M+$59.1K2026-10-21
Almanack Investment Partners, Llc.
INCREASED12,84112,616+225+2%$2.8M$2.9M+$85.6K2026-11-03
Meridian Wealth Management, LLC
INCREASED12,83912,599+240+2%$2.8M$2.9M+$88.6K2026-11-05
WBH Advisory Inc
DECREASED12,72713,082-355-3%$2.9M$2.8M-$42.1K2026-11-05
LiftPoint Family Wealth Advisors LLC
DECREASED12,71912,925-206-2%$2.8M$2.8M-$9.5K2026-11-03
Oasis Advisors, LLC
INCREASED12,5751,002+11,573+1155%$219.8K$2.8M+$2.6M2026-10-16
WT Wealth Management
INCREASED12,51810,931+1,587+15%$2.4M$2.8M+$383.5K2026-10-13
VestGen Advisors, LLC
DECREASED12,44513,844-1,399-10%$3.0M$2.8M-$271.9K2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED12,44413,704-1,260-9%$3.0M$2.8M-$241.7K2026-10-08
McKinley Carter Wealth Services, Inc.
DECREASED12,40312,716-313-2%$2.8M$2.8M-$33.8K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED12,38112,933-552-4%$2.8M$2.8M-$86.3K2026-10-14
Centurion Wealth Management LLC
DECREASED12,25126,069-13,818-53%$5.7M$2.7M-$3.0M2026-10-13
Axxcess Wealth Management, LLC
DECREASED12,10712,879-772-6%$2.8M$2.7M-$135.5K2026-10-21
BigSur Wealth Management LLC
UNCHANGED12,00012,00000%$2.6M$2.7M+$33.7K2026-10-13
Crown Wealth Group, LLC
INCREASED11,93911,775+164+1%$2.6M$2.7M+$69.5K2026-10-19
TFC Financial Management, Inc.
INCREASED11,88111,869+12+0%$2.6M$2.6M+$36.1K2026-10-26
Archer Investment Management, LLC
DECREASED11,84811,974-126-1%$2.6M$2.6M+$5.5K2026-10-13
Insight Inv LLC
INCREASED11,79711,364+433+4%$2.5M$2.6M+$128.2K2026-10-27
One Advisory Partners, LLC
DECREASED11,57812,819-1,241-10%$2.8M$2.6M-$239.8K2026-10-22
EverSource Wealth Advisors, LLC
INCREASED11,5775,939+5,638+95%$1.3M$2.6M+$1.3M2026-11-04
Planning Strategies Inc.
DECREASED11,57412,000-426-4%$2.6M$2.6M-$61.0K2026-10-02
Patten & Patten Inc
INCREASED11,50711,157+350+3%$2.4M$2.6M+$109.1K2026-10-26
Greenleaf Trust
DECREASED11,45314,913-3,460-23%$3.3M$2.5M-$727.0K2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED11,44711,44700%$2.5M$2.5M+$32.2K2026-11-02
CGC Financial Services, LLC
INCREASED11,43811,002+436+4%$2.4M$2.5M+$127.8K2026-10-13
AWM Capital, LLC
INCREASED11,37811,268+110+1%$2.5M$2.5M+$56.1K2026-10-16
Firethorn Wealth Partners, LLC
DECREASED11,24412,523-1,279-10%$2.7M$2.5M-$249.2K2026-10-14
Quadrant Private Wealth Management, LLC
DECREASED11,15112,324-1,173-10%$2.7M$2.5M-$226.2K2026-11-04
Clear Harbor Asset Management, LLC
DECREASED11,03211,060-280%$2.4M$2.5M+$24.7K2026-11-05
Henshaw Capital LLC
UNCHANGED11,00011,00000%$2.4M$2.4M+$30.9K2026-11-03
Lantz Financial LLC
DECREASED10,97812,085-1,107-9%$2.7M$2.4M-$212.1K2026-10-15
Burton Enright Welch
DECREASED10,93711,028-91-1%$2.4M$2.4M+$10.8K2026-11-04
Citigroup Inc
INCREASED10,9349,219+1,715+19%$2.0M$2.4M+$407.1K2026-11-04
RMR Capital Management, LLC
UNCHANGED10,92010,92000%$2.4M$2.4M+$30.7K2026-10-23
Providence First Trust Co
DECREASED10,91013,361-2,451-18%$2.9M$2.4M-$507.3K2026-11-02
Delta Wealth Advisors LLC
DECREASED10,85412,094-1,240-10%$2.7M$2.4M-$241.5K2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED10,7009,663+1,037+11%$2.1M$2.4M+$278.4K2026-10-13
Polaris Investment Advisors, LLC
DECREASED10,63312,109-1,476-12%$2.7M$2.4M-$294.0K2026-10-20
Alterna Wealth Management, Inc
DECREASED10,58310,724-141-1%$2.4M$2.4M-$1.2K2026-10-27
Victory Financial Group, LLC
INCREASED10,57810,011+567+6%$2.2M$2.4M+$154.1K2026-10-27
Kelly Financial Services LLC
INCREASED10,56810,392+176+2%$2.3M$2.3M+$68.2K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED10,5408,795+1,745+20%$1.9M$2.3M+$412.7K2026-10-16
Tranquility Partners, LLC
DECREASED10,51010,648-138-1%$2.3M$2.3M-$6682026-10-20
Blue Zone Wealth Advisors, LLC
INCREASED10,4749,683+791+8%$2.1M$2.3M+$203.0K2026-10-19
Cynosure Group, LLC
DECREASED10,44910,528-79-1%$2.3M$2.3M+$12.2K2026-11-03
Boyum Wealth Architects LLC
DECREASED10,35711,143-786-7%$2.4M$2.3M-$111.5K2026-10-06
GC Wealth Management RIA, LLC
DECREASED10,33511,482-1,147-10%$2.5M$2.3M-$222.6K2026-11-02
Advisory Solutions Group, LLC
DECREASED10,28710,342-55-1%$2.3M$2.3M+$16.9K2026-10-14
Uptick Partners, LLC
INCREASED10,2319,703+528+5%$2.1M$2.3M+$144.5K2026-11-04
Triad Wealth Partners, LLC
INCREASED10,19510,112+83+1%$2.2M$2.3M+$23.6K2026-10-26
Level Financial Advisors
DECREASED10,18510,257-72-1%$2.3M$2.3M+$12.8K2026-10-13
Mainstream Capital Management LLC
INCREASED10,1488,215+1,933+24%$1.8M$2.3M+$452.7K2026-10-23
Shore Point Advisors, LLC
INCREASED10,12910,007+122+1%$2.2M$2.3M+$55.2K2026-10-14
Gryphon Financial Partners LLC
INCREASED10,1149,586+528+6%$2.1M$2.2M+$144.2K2026-11-04
Asempa Wealth Advisors
DECREASED10,06110,344-283-3%$2.3M$2.2M-$21.9K2026-10-07
Diversified Enterprises, LLC
INCREASED10,0379,854+183+2%$2.2M$2.2M+$68.3K2026-10-19
PFG Advisors
DECREASED9,98910,863-874-8%$2.4M$2.2M-$163.8K2026-10-16
Evergreen Capital Management LLC
DECREASED9,88812,089-2,201-18%$2.7M$2.2M-$455.1K2026-10-23
KFG LLC
NEW9,882—+9,882——$2.2M—2026-11-02
Bailard, Inc.
DECREASED9,7899,885-96-1%$2.2M$2.2M+$6.4K2026-10-13
Northland Securities, Inc.
DECREASED9,73210,001-269-3%$2.2M$2.2M-$31.7K2026-11-02
Goldstein Advisors, LLC
DECREASED9,65311,343-1,690-15%$2.5M$2.1M-$343.7K2026-10-15
Brady Martz Wealth Solutions, LLC
INCREASED9,4969,494+2+0%$2.1M$2.1M+$27.2K2026-11-05
Fulton Bank, N.A.
INCREASED9,4198,235+1,184+14%$1.8M$2.1M+$286.3K2026-10-14
Midwest Heritage Bank, FSB
DECREASED9,3869,408-220%$2.1M$2.1M+$21.5K2026-10-26
Portus Wealth Advisors, LLC
INCREASED9,3479,337+10+0%$2.0M$2.1M+$28.5K2026-10-13
Veltria Advisors Corp.
INCREASED9,3098,864+445+5%$1.9M$2.1M+$123.8K2026-11-05
Abel Hall, LLC
UNCHANGED9,2949,29400%$2.0M$2.1M+$26.1K2026-10-19
Selby Wealth Management, LLC
DECREASED9,1779,199-220%$2.0M$2.0M+$21.0K2026-10-16
Braun-Bostich & Associates Inc.
DECREASED9,1219,694-573-6%$2.1M$2.0M-$100.1K2026-10-20
ShoreHaven Wealth Partners, LLC
DECREASED9,1189,268-150-2%$2.0M$2.0M-$7.3K2026-10-16
Integrity Wealth Partners, LLC
NEW8,907—+8,907——$2.0M—2026-10-14
WJ Wealth Management, LLC
UNCHANGED8,8938,89300%$2.0M$2.0M+$25.0K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED8,8789,093-215-2%$2.0M$2.0M-$22.3K2026-10-23
Retirement Planning Group, LLC
INCREASED8,7458,744+1+0%$1.9M$1.9M+$24.8K2026-10-19
KCM Investment Advisors LLC
INCREASED8,7288,354+374+4%$1.8M$1.9M+$106.6K2026-10-27
Fifth Third Securities, Inc.
INCREASED8,6144,538+4,076+90%$995.9K$1.9M+$918.7K2026-10-21
Signal Advisors Wealth, LLC
INCREASED8,5808,136+444+5%$1.8M$1.9M+$121.6K2026-10-13
Endeavor Private Wealth, Inc.
INCREASED8,5768,121+455+6%$1.8M$1.9M+$124.1K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED8,5167,532+984+13%$1.7M$1.9M+$239.9K2026-10-26
Brandywine OAK Private Wealth LLC
DECREASED8,4108,481-71-1%$1.9M$1.9M+$8.1K2026-10-23
USAdvisors Wealth Management, LLC
DECREASED8,3138,358-45-1%$1.8M$1.8K-$1.8M2026-10-21
WealthPlan Investment Management, LLC
DECREASED8,2528,409-157-2%$1.8M$1.8M-$11.2K2026-10-15
Smart Wealth LLC
INCREASED8,2318,177+54+1%$1.8M$1.8M+$35.0K2026-11-04
Mattern Wealth Management LLC
DECREASED8,2008,226-260%$1.8M$1.8M+$17.3K2026-11-04
Global Financial Private Client, LLC
INCREASED8,1598,144+15+0%$1.8M$1.8M+$26.3K2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED8,0348,03400%$1.8M$1.8M+$22.6K2026-10-22
Johnson Bixby & Associates, LLC
DECREASED8,0288,053-250%$1.8M$1.8M+$17.1K2026-10-14
Lifelong Wealth Advisors, Inc.
DECREASED7,9388,464-526-6%$1.9M$1.8M-$93.1K2026-10-19
Soltis Investment Advisors LLC
INCREASED7,9217,790+131+2%$1.7M$1.8M+$51.1K2026-10-28
Vision Capital Management, Inc.
DECREASED7,8758,042-167-2%$1.8M$1.8M-$14.5K2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED7,8078,066-259-3%$1.8M$1.7M-$34.9K2026-10-06
Gen-Wealth Partners Inc
INCREASED7,7887,689+99+1%$1.7M$1.7M+$43.6K2026-11-04
Silverlake Wealth Management LLC
INCREASED7,7687,091+677+10%$1.6M$1.7M+$170.3K2026-10-21
Florida Trust Wealth Management Co
UNCHANGED7,7677,76700%$1.7M$1.7M+$21.8K2026-11-05
Trademark Financial Management, LLC
DECREASED7,7368,133-397-5%$1.8M$1.7M-$65.4K2026-10-23
Rubicon Advisors, GP
INCREASED7,6737,097+576+8%$1.6M$1.7M+$147.9K2026-10-23
Allen Capital Group, LLC
DECREASED7,6127,622-100%$1.7M$1.7M+$19.2K2026-10-27
Mather Group, Llc.
INCREASED7,6024,954+2,648+53%$1.1M$1.7M+$602.5K2026-10-14
Midwest Capital Advisors, LLC
DECREASED7,5587,569-110%$1.7M$1.7M+$18.8K2026-11-04
ASL Financial, LLC
INCREASED7,5567,492+64+1%$1.6M$1.7M+$35.3K2026-10-15
Lionsbridge Wealth Management LLC
DECREASED7,5518,224-673-8%$1.8M$1.7M-$126.5K2026-10-26
Wesbanco Bank Inc
DECREASED7,4149,159-1,745-19%$2.0M$1.6M-$362.1K2026-11-04
Tctc Holdings, LLC
INCREASED7,3357,064+271+4%$1.6M$1.6M+$80.1K2026-11-02
Lpwm LLC
INCREASED7,3216,961+360+5%$1.5M$1.6M+$99.5K2026-10-20
MBE Wealth Management, LLC
INCREASED7,2237,222+1+0%$1.6M$1.6M+$20.5K2026-10-26
Ackerman Capital Advisors, LLC
DECREASED7,2177,327-110-1%$1.6M$1.6M-$3.9K2026-10-30
Foundry Financial Group, Inc.
DECREASED7,2118,557-1,346-16%$1.9M$1.6M-$275.1K2026-10-28
Apeiron RIA LLC
DECREASED7,15225,013-17,861-71%$5.5M$1.6M-$3.9M2026-10-08
Arsenal Capital Advisors LLC
DECREASED7,1507,156-60%$1.6M$1.6M+$18.8K2026-11-02
Elevate Capital Advisors, LLC
INCREASED7,1201,415+5,705+403%$310.6K$1.6M+$1.3M2026-11-02
Goelzer Investment Management, Inc.
DECREASED7,1077,224-117-2%$1.6M$1.6M-$5.7K2026-10-16
Financial Insights, Inc.
INCREASED6,9876,792+195+3%$1.5M$1.6M+$62.6K2026-10-27
Hamilton Point Investment Advisors, LLC
INCREASED6,937281+6,656+2369%$61.7K$1.5M+$1.5M2026-11-03
Retirement Wealth Solutions LLC
INCREASED6,9296,313+616+10%$1.4M$1.5M+$154.6K2026-10-07
Investors Research Corp
DECREASED6,8847,412-528-7%$1.6M$1.5M-$96.5K2026-10-07
First Heartland Consultants, Inc.
INCREASED6,8542,719+4,135+152%$596.7K$1.5M+$926.4K2026-10-08
SeaCrest Wealth Management, LLC
INCREASED6,7696,611+158+2%$1.5M$1.5M+$53.6K2026-10-21
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED6,7696,716+53+1%$1.5M$1.5M+$33.3K2026-10-13
LexAurum Advisors, LLC
INCREASED6,7576,669+88+1%$1.5M$1.5M+$38.3K2026-10-19
First International Bank of Israel Ltd.
INCREASED6,7546,724+30+0%$1.5M$1.5M+$25.7K2026-11-04
M Holdings Securities, Inc.
NEW6,696—+6,696——$1.5M—2026-11-03
Balance Wealth Partners LLC
DECREASED6,6927,652-960-13%$1.7M$1.5M-$191.8K2026-10-27
Fairvoy Private Wealth, LLC
DECREASED6,6616,663-20%$1.5M$1.5M+$18.3K2026-10-19
Insight Wealth Strategies, LLC
DECREASED6,6377,146-509-7%$1.6M$1.5M-$89.0K2026-10-09
Opulen Financial Group LLC
DECREASED6,5917,136-545-8%$1.6M$1.5M-$101.1K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED6,56510,201-3,636-36%$2.2M$1.5M-$779.4K2026-10-13
Meridian Investment Counsel Inc.
UNCHANGED6,5226,52200%$1.4M$1.4M+$18.3K2026-10-14
Rainier Family Wealth Inc
DECREASED6,4556,648-193-3%$1.5M$1.4M-$24.2K2026-11-02
Glenview Trust Co
INCREASED6,4446,217+227+4%$1.4M$1.4M+$67.9K2026-10-28
Stone House Investment Management, LLC
DECREASED6,4286,891-463-7%$1.5M$1.4M-$83.7K2026-10-23
Syntegra Private Wealth Group, LLC
DECREASED6,4266,486-60-1%$1.4M$1.4M+$5.0K2026-10-13
Spectrum Planning & Advisory Services Inc.
DECREASED6,4136,961-548-8%$1.5M$1.4M-$102.2K2026-11-05
Exchange Bank
INCREASED6,3434,519+1,824+40%$991.6K$1.4M+$418.1K2026-10-07
Allegheny Financial Group
INCREASED6,3386,298+40+1%$1.4M$1.4M+$26.5K2026-11-05
Avalon Capital Management
UNCHANGED6,3166,31600%$1.4M$1.4M+$17.7K2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED6,2793,026+3,253+108%$664.0K$1.4M+$731.5K2026-10-20
Galvin, Gaustad & Stein, LLC
DECREASED6,1896,222-33-1%$1.4M$1.4M+$10.3K2026-10-08
Yankcom Partnership
INCREASED6,1416,000+141+2%$1.3M$1.4M+$48.2K2026-10-15
Oppenheimer & Co Inc
INCREASED6,1285,977+151+3%$1.3M$1.4M+$50.4K2026-10-26
Pines Wealth Management, LLC
INCREASED6,1225,945+177+3%$1.3M$1.4M+$56.0K2026-10-21
Accredited Investor Services, LLC
INCREASED6,1125,996+116+2%$1.3M$1.4M+$42.6K2026-10-22
First Citizens Bank & Trust Co
INCREASED6,1005,823+277+5%$1.3M$1.4M+$77.9K2026-10-14
Partners Wealth Management, LLC
NEW6,086—+6,086——$1.4M—2026-10-28
Calamos Wealth Management LLC
INCREASED6,0735,855+218+4%$1.3M$1.3M+$64.9K2026-11-02
Nations Financial Group Inc,
DECREASED5,9966,470-474-7%$1.4M$1.3M-$87.2K2026-11-05
Parsons Capital Management Inc
DECREASED5,9916,195-204-3%$1.4M$1.3M-$27.9K2026-10-28
Quadcap Wealth Management, LLC
DECREASED5,9296,399-470-7%$1.4M$1.3M-$86.4K2026-11-02
Visionary Wealth Advisors
DECREASED5,8525,858-60%$1.3M$1.3M+$15.1K2026-11-04
Tarbox Family Office, Inc.
DECREASED5,8315,924-93-2%$1.3M$1.3M-$4.0K2026-10-23
Lake Street Private Wealth, LLC
INCREASED5,8005,635+165+3%$1.2M$1.3M+$52.5K2026-10-22
Raub Brock Capital Management LP
INCREASED5,7995,783+16+0%$1.3M$1.3M+$19.9K2026-10-21
Wall Capital Group, Inc.
DECREASED5,7896,430-641-10%$1.4M$1.3M-$124.3K2026-10-14
One Wealth Capital Management, LLC
DECREASED5,7598,352-2,593-31%$1.8M$1.3M-$552.8K2026-10-23
Cahaba Wealth Management, Inc.
DECREASED5,7525,760-80%$1.3M$1.3M+$14.2K2026-10-26
Meridian Financial Partners LLC
INCREASED5,6365,627+9+0%$1.2M$1.3M+$36.1K2026-10-23
Soundwatch Capital LLC
INCREASED5,6075,347+260+5%$1.2M$1.3M+$85.4K2026-11-04
Trust Co of Toledo NA
DECREASED5,6025,627-250%$1.2M$1.2M+$10.3K2026-10-16
Ipsen Advisor Group LLC
DECREASED5,5275,664-137-2%$1.2M$1.2M-$14.4K2026-10-29
Moulton Wealth Management, Inc
DECREASED5,4925,518-260%$1.2M$1.2M+$17.6K2026-10-13
Compass Ion Advisors, LLC
DECREASED5,4555,654-199-4%$1.2M$1.2M-$28.4K2026-10-23
First Financial Bank - Trust Division
DECREASED5,4505,512-62-1%$1.2M$1.2M+$1.7K2026-10-01
First National Trust Co
INCREASED5,3904,058+1,332+33%$890.4K$1.2M+$307.4K2026-10-28
Clark Asset Management, LLC
INCREASED5,3324,955+377+8%$1.1M$1.2M+$97.7K2026-10-19
Destiny Wealth Partners, LLC
INCREASED5,2744,613+661+14%$1.0M$1.2M+$159.3K2026-11-05
Cardinal Point Capital Management ULC
INCREASED5,2675,225+42+1%$1.1M$1.2M+$24.0K2026-10-21
Kellett Wealth Advisors, LLC
INCREASED5,2635,113+150+3%$1.1M$1.2M+$47.7K2026-10-15
Core Wealth Advisors, LLC
DECREASED5,2585,374-116-2%$1.2M$1.2M-$10.7K2026-11-05
Noble Wealth Management PBC
DECREASED5,2315,384-153-3%$1.2M$1.2M-$18.8K2026-10-01
Cyndeo Wealth Partners, LLC
INCREASED5,2175,099+118+2%$1.1M$1.2M+$40.5K2026-10-16
Owl Creek Wealth Partners LLC
INCREASED5,2055,202+3+0%$1.1M$1.2M+$15.4K2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED5,1915,19100%$1.1M$1.2M+$14.2K2026-10-29
Vavra Capital Management, LLC
UNCHANGED5,1895,18900%$1.1M$1.2M+$14.6K2026-10-14
Abundance Wealth Counselors
UNCHANGED5,1785,17800%$1.1M$1.2M+$14.5K2026-10-26
Aprio Wealth Management, LLC
DECREASED5,1645,422-258-5%$1.2M$1.1M-$42.2K2026-10-28
First American Bank
UNCHANGED5,1635,16300%$1.1M$1.1M+$14.5K2026-10-27
Accredited Investors Inc.
UNCHANGED5,1375,13700%$1.1M$1.1M+$14.5K2026-11-03
Ashton Thomas Securities, LLC
NEW5,119—+5,119——$1.1M—2026-10-26
W Advisors, LLC
INCREASED5,1165,047+69+1%$1.1M$1.1M+$29.5K2026-11-02
Patriot Financial Group Insurance Agency, LLC
DECREASED5,09815,904-10,806-68%$3.5M$1.1M-$2.4M2026-10-14
Elevated Capital Advisors, LLC
DECREASED5,09111,302-6,211-55%$2.5M$1.1M-$1.3M2026-11-04
Matauro, LLC
DECREASED5,0796,756-1,677-25%$1.5M$1.1M-$353.6K2026-11-03
Aspire Private Capital, LLC
DECREASED5,0585,250-192-4%$1.2M$1.1M-$28.0K2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED5,0124,909+103+2%$1.1M$1.1M+$36.7K2026-11-04
Ergawealth Advisors, Inc.
INCREASED4,9904,982+8+0%$1.1M$1.1M+$15.8K2026-10-21
Riverchase Wealth Management, LLC
DECREASED4,9644,973-90%$1.1M$1.1M+$12.0K2026-10-28
Harbor Investment Advisory, LLC
INCREASED4,9414,887+54+1%$1.1M$1.1M+$25.7K2026-10-13
Cornerstone Planning Group LLC
DECREASED4,9375,379-442-8%$1.2M$1.1M-$47.9K2026-10-16
Evolution Wealth Management Inc.
DECREASED4,9155,504-589-11%$1.2M$1.1M-$115.4K2026-10-28
White Lighthouse Investment Management Inc.
INCREASED4,9154,739+176+4%$1.0M$1.1M+$52.4K2026-10-21
MFA Wealth Services
DECREASED4,8955,115-220-4%$1.1M$1.1M-$34.7K2026-10-14
SWP Financial LLC
DECREASED4,8915,083-192-4%$1.1M$1.1M-$28.2K2026-10-23
Altus Wealth Group LLC
INCREASED4,8824,531+351+8%$994.3K$1.1M+$90.6K2026-10-20
Wolff Financial Management LLC
DECREASED4,8265,004-178-4%$1.1M$1.1M-$25.5K2026-10-23
Washington Trust Co
UNCHANGED4,8154,81500%$1.1M$1.1M+$13.5K2026-10-22
Altfest L J & Co Inc
DECREASED4,7855,012-227-5%$1.1M$1.1M-$36.2K2026-10-27
International Assets Investment Management, LLC
INCREASED4,7554,734+21+0%$1.0M$1.1M+$26.4K2026-11-02
Principal Financial Group Inc
UNCHANGED4,7014,70100%$1.0M$1.0M+$13.2K2026-11-02
RHS Financial, LLC
INCREASED4,6994,251+448+11%$932.8K$1.0M+$111.5K2026-10-13
Sweeney & Michel, LLC
INCREASED4,6944,654+40+1%$1.1M$1.0M-$7.2K2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED4,6934,797-104-2%$1.1M$1.0M-$9.6K2026-10-13
Crusonia Wealth Advisors LLC
DECREASED4,6645,613-949-17%$1.2M$1.0M-$195.1K2026-10-26
Indivisible Partners
INCREASED4,6624,660+2+0%$1.0M$1.0M+$13.5K2026-10-26
Wells Financial Advisors Inc
DECREASED4,6554,665-100%$1.0M$1.0M+$10.9K2026-11-02
Kelly Financial Group LLC
DECREASED4,5904,612-220%$1.0M$1.0M+$8.1K2026-10-16
Whalen Wealth Management Inc.
NEW4,580—+4,580——$1.0M—2026-10-08
Root Financial Partners, LLC
INCREASED4,5663,497+1,069+31%$767.4K$1.0M+$247.4K2026-10-21
Hengehold Capital Management LLC
DECREASED4,5618,249-3,688-45%$1.8M$1.0M-$796.4K2026-10-16
McAdam, LLC
INCREASED4,5584,369+189+4%$958.7K$1.0M+$54.3K2026-10-21
Simplicity Wealth,LLC
INCREASED4,5324,055+477+12%$889.8K$1.0M+$117.4K2026-10-23
Stackstone Wealth, LLC
NEW4,515—+4,515——$1.0M—2026-10-19
HCR Wealth Advisors
INCREASED4,5063,800+706+19%$833.8K$1.0M+$167.6K2026-10-15
Wealth Dimensions Group, Ltd.
DECREASED4,4974,645-148-3%$1.0M$999.4K-$20.0K2026-11-02
Americana Partners, LLC
INCREASED4,4534,445+8+0%$975.4K$989.5K+$14.1K2026-10-28
Trace Wealth Advisors, LLC
UNCHANGED4,4344,43400%$973.0K$985.4K+$12.5K2026-10-30
Novem Group
INCREASED4,4324,193+239+6%$920.1K$985.1K+$65.0K2026-10-19
Moneywise, Inc.
INCREASED4,400960+3,440+358%$210.6K$977.8K+$767.2K2026-10-30
Gibbs Wealth Management
INCREASED4,3563,486+870+25%$764.8K$968.0K+$203.1K2026-10-22
Pearl Planning LLC
DECREASED4,3565,202-846-16%$1.1M$968.1K-$173.4K2026-10-13
Lebenthal Global Advisors, LLC
INCREASED4,3454,197+148+4%$921.0K$965.7K+$44.7K2026-10-28
Family Wealth Partners, LLC
INCREASED4,3404,298+42+1%$943.2K$964.4K+$21.2K2026-10-20
Mattern Capital Management, LLC
DECREASED4,3354,388-53-1%$962.9K$963.4K+$5512026-11-02
Avior Wealth Management, LLC
DECREASED4,2994,383-84-2%$961.8K$955.5K-$6.3K2026-10-13
Oak Barrel Wealth Advisory LLC
INCREASED4,2834,273+10+0%$937.7K$951.8K+$14.1K2026-11-05
Aspiriant, LLC
INCREASED4,2152,175+2,040+94%$477.5K$936.9K+$459.5K2026-10-16
United Advisor Group, LLC
INCREASED4,1863,868+318+8%$848.7K$930.4K+$81.7K2026-11-03
A4 Wealth Advisors LLC
INCREASED4,1483,845+303+8%$843.7K$921.9K+$78.2K2026-10-20
Cherry Tree Wealth Management, LLC
INCREASED4,1243,939+185+5%$864.3K$916.5K+$52.2K2026-10-15
Jeter Robert S II
NEW4,102—+4,102——$931.5K—2026-10-16
Perryman Financial Advisory Inc
INCREASED4,0804,067+13+0%$892.4K$906.8K+$14.3K2026-10-16
New England Professional Planning Group Inc.
INCREASED4,0514,045+6+0%$887.6K$900.2K+$12.6K2026-10-29
Cullen T Bankers, Inc.
INCREASED4,0493,531+518+15%$774.8K$899.8K+$125.1K2026-10-28
GK Wealth Management LLC
DECREASED4,0214,975-954-19%$1.1M$893.5K-$198.0K2026-10-09
Peak Wealth Management LLC
DECREASED3,9894,187-198-5%$918.8K$900.2K-$18.6K2026-10-26
Bedminster, LLC
DECREASED3,9678,835-4,868-55%$1.9M$881.6K-$1.1M2026-11-04
Paulson Wealth Management Inc.
UNCHANGED3,9653,96500%$870.0K$881.2K+$11.1K2026-11-02
15 Wealth Advisors LLC
NEW3,941—+3,941——$876.6K—2026-10-14
Procyon Advisors, LLC
DECREASED3,9073,936-29-1%$863.7K$868.4K+$4.7K2026-10-21
Amplius Wealth Advisors, LLC
DECREASED3,8834,270-387-9%$936.9K$863.0K-$73.9K2026-10-20
Bluedoor Private Wealth, LLC
INCREASED3,8683,826+42+1%$839.6K$859.6K+$20.0K2026-11-05
Tempus Wealth Planning, LLC
DECREASED3,8494,360-511-12%$956.6K$855.4K-$101.3K2026-10-14
Sutton Place Investors LLC
DECREASED3,8473,937-90-2%$863.9K$855.0K-$8.9K2026-10-20
Valeo Financial Advisors, LLC
DECREASED3,8404,000-160-4%$877.7K$853.5K-$24.3K2026-10-08
Union Bancaire Privee, UBP SA
UNCHANGED3,8293,82900%$832.0K$854.7K+$22.7K2026-11-04
Ridgeline Wealth Planning, LLC
DECREASED3,8134,255-442-10%$933.7K$847.3K-$86.4K2026-10-29
PKS Advisory Services, LLC
UNCHANGED3,8033,80300%$834.3K$834.3K$02026-10-26
Tred Avon Family Wealth, LLC
UNCHANGED3,7303,73000%$818.5K$829.0K+$10.5K2026-10-20
Firestone Capital Management
INCREASED3,7133,707+6+0%$813.4K$825.2K+$11.8K2026-11-03
Emprise Bank
DECREASED3,7053,780-75-2%$829.4K$823.4K-$6.0K2026-10-07
Moss Adams Wealth Advisors LLC
INCREASED3,7023,699+3+0%$811.7K$822.7K+$11.1K2026-10-28
BridgePort Financial Solutions, LLC
INCREASED3,6793,299+380+12%$723.9K$817.7K+$93.8K2026-11-02
Wilkins Miller Wealth Management, LLC
INCREASED3,6753,608+67+2%$791.8K$816.8K+$25.0K2026-10-13
Integrated Advisors Network LLC
INCREASED3,6433,340+303+9%$732.9K$809.6K+$76.7K2026-10-20
JGP Wealth Management, LLC
UNCHANGED3,6363,63600%$797.8K$808.0K+$10.3K2026-10-13
Signaturefd, LLC
INCREASED3,6263,562+64+2%$781.7K$805.9K+$24.2K2026-10-23
Cooper Financial Group
DECREASED3,6223,835-213-6%$841.5K$804.9K-$36.5K2026-10-07
Fiduciary Alliance LLC
DECREASED3,6103,790-180-5%$831.7K$802.3K-$29.4K2026-10-13
Ritholtz Wealth Management
INCREASED3,5993,331+268+8%$730.9K$799.8K+$68.8K2026-11-05
Ballast Rock Private Wealth LLC
INCREASED3,5912,803+788+28%$615.1K$798.1K+$183.0K2026-10-26
Northside Capital Management, LLC
UNCHANGED3,5823,58200%$786.0K$796.1K+$10.1K2026-10-13
Boston Trust Walden Corp
DECREASED3,5693,632-63-2%$797.0K$793.2K-$3.8K2026-10-30
Flagstar Securities, Inc
DECREASED3,5433,581-38-1%$785.9K$787.5K+$1.6K2026-10-15
MKT Advisors LLC
DECREASED3,5253,828-303-8%$833.5K$797.1K-$36.4K2026-10-20
Latitude Advisors, LLC
DECREASED3,5176,514-2,997-46%$1.4M$781.7K-$647.6K2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED3,5113,520-90%$772.3K$780.3K+$8.0K2026-10-29
Creative Financial Designs Inc
DECREASED3,4914,814-1,323-27%$1.1M$775.8K-$280.5K2026-11-04
Legacy Advisors, LLC
INCREASED3,4873,422+65+2%$750.9K$774.9K+$24.0K2026-10-19
MBL Wealth, LLC
DECREASED3,4643,539-75-2%$776.6K$769.8K-$6.7K2026-10-22
Midwest Trust Co
DECREASED3,4373,710-273-7%$814.1K$763.8K-$50.2K2026-10-22
Zenith Solutions, Inc.
INCREASED3,3973,294+103+3%$722.8K$755.0K+$32.3K2026-10-19
Y-Intercept (Hong Kong) Ltd
NEW3,371—+3,371——$749.2K—2026-10-16
Palatine Hill Wealth Management, LLC
DECREASED3,3663,367-10%$738.8K$748.1K+$9.2K2026-11-03
MRA Advisory Group
DECREASED3,34652,400-49,054-94%$11.5M$743.5K-$10.8M2026-10-07
Independence Bank of Kentucky
DECREASED3,3453,507-162-5%$769.5K$743.4K-$26.1K2026-10-26
Pinnacle Wealth Planning Services, Inc.
INCREASED3,3003,174+126+4%$696.5K$733.4K+$36.9K2026-10-27
Cassilly Financial Group LLC
DECREASED3,2593,285-26-1%$720.8K$724.2K+$3.4K2026-10-07
Ferguson Wellman Capital Management, Inc
INCREASED3,2443,089+155+5%$677.8K$720.9K+$43.1K2026-10-05
Stableford Capital II LLC
DECREASED3,2164,430-1,214-27%$972.1K$714.7K-$257.4K2026-10-09
Davidson Trust Co
DECREASED3,2104,063-853-21%$891.8K$713.4K-$178.5K2026-10-09
Palisade Asset Management, LLC
UNCHANGED3,2103,21000%$704.4K$713.4K+$9.0K2026-11-03
Sound Financial Strategies Group, LLC
DECREASED3,17824,169-20,991-87%$5.3M$706.3K-$4.6M2026-10-30
Bokf, NA
UNCHANGED3,1733,17300%$696.3K$705.2K+$8.9K2026-10-27
AlphaStar Capital Management, LLC
INCREASED3,1662,906+260+9%$637.6K$703.6K+$66.0K2026-10-16
Juncture Wealth Strategies, LLC
UNCHANGED3,1043,10400%$681.1K$689.8K+$8.7K2026-10-06
Hutchens & Kramer Investment Management Group, LLC
DECREASED3,0183,117-99-3%$684.0K$670.7K-$13.2K2026-10-16
Oath Planning, LLC
DECREASED3,0063,247-241-7%$712.4K$668.1K-$44.3K2026-10-20
SYM Financial Corp
INCREASED2,9822,923+59+2%$641.5K$662.8K+$21.3K2026-10-26
Trust Co of Vermont
UNCHANGED2,9542,95400%$648.2K$656.5K+$8.3K2026-10-21
Integral Investment Advisors, Inc.
UNCHANGED2,9502,95000%$647.3K$655.6K+$8.3K2026-11-03
Citizens Financial Group Inc
DECREASED2,9473,385-438-13%$742.8K$654.9K-$87.9K2026-10-23
Investment Research Partners LLC
UNCHANGED2,9462,94600%$646.4K$654.7K+$8.3K2026-10-19
Asset Allocation Strategies LLC
INCREASED2,9162,599+317+12%$570.3K$648.1K+$77.8K2026-10-20
Accelerate Investment Advisors LLC
DECREASED2,9112,942-31-1%$645.5K$647.0K+$1.4K2026-11-02
NWF Advisory Services Inc.
INCREASED2,8892,819+70+2%$618.5K$642.0K+$23.5K2026-10-19
D'Orazio & Associates, Inc.
DECREASED2,8743,360-486-14%$737.4K$638.8K-$98.6K2026-11-04
Balefire, LLC
INCREASED2,8692,320+549+24%$509.1K$637.6K+$128.5K2026-10-09
Beaumont Financial Advisors, LLC
UNCHANGED2,8622,86200%$628.1K$636.2K+$8.1K2026-10-22
First Financial Group Corp
UNCHANGED2,8392,83900%$623.0K$631.1K+$8.1K2026-10-22
Elevate Wealth Advisory, Inc
INCREASED2,8282,801+27+1%$614.5K$628.5K+$14.0K2026-10-29
Kohmann Bosshard Financial Services, LLC
UNCHANGED2,8242,82400%$619.7K$627.6K+$7.9K2026-11-04
Capital Investment Counsel, LLC
INCREASED2,7851,659+1,126+68%$364.0K$618.9K+$254.9K2026-10-14
Curry Webb Wealth Management LLC
UNCHANGED2,7632,76300%$606.3K$606.3K$02026-10-22
StoneX Group Inc.
DECREASED2,74910,688-7,939-74%$2.3M$611.0K-$1.7M2026-11-03
Johnson Financial Group, LLC
DECREASED2,7462,747-10%$602.8K$610.5K+$7.7K2026-11-03
Wedmont Private Capital
UNCHANGED2,7352,73500%$600.9K$618.5K+$17.7K2026-10-09
Abound Wealth Management
INCREASED2,7301,086+1,644+151%$238.3K$606.8K+$368.5K2026-10-26
Krilogy Financial LLC
INCREASED2,7142,388+326+14%$524.0K$618.0K+$94.0K2026-10-13
Pinion Investment Advisors, LLC
INCREASED2,7132,633+80+3%$577.8K$602.9K+$25.2K2026-11-04
International Private Wealth Advisors LLC
DECREASED2,7112,832-121-4%$621.4K$602.4K-$18.9K2026-11-05
CWA Asset Management Group, LLC
DECREASED2,6782,711-33-1%$594.9K$595.2K+$2842026-10-19
Avail Investment Partners, LLC
UNCHANGED2,6512,65100%$581.7K$589.2K+$7.5K2026-10-16
Badgley Phelps Wealth Managers, LLC
INCREASED2,6442,589+55+2%$568.1K$587.6K+$19.5K2026-10-22
46 Peaks LLC
UNCHANGED2,6222,62200%$575.3K$582.7K+$7.4K2026-11-03
Wise Wealth Partners
DECREASED2,6162,623-70%$575.5K$581.5K+$5.9K2026-10-14
Lantern Wealth Advisors, LLC
DECREASED2,5993,203-604-19%$702.7K$577.7K-$125.0K2026-10-22
4J Wealth Management LLC
UNCHANGED2,5882,58800%$567.9K$575.2K+$7.3K2026-11-02
San Luis Wealth Advisors LLC
INCREASED2,5782,572+6+0%$564.4K$572.8K+$8.5K2026-10-27
RCS Financial Planning, LLC
DECREASED2,5686,108-3,540-58%$1.3M$570.8K-$769.4K2026-10-14
Box Hill Private Wealth LLC
INCREASED2,5552,535+20+1%$556.3K$567.7K+$11.5K2026-10-05
Citizens National Bank Trust Department
DECREASED2,5402,606-66-3%$571.8K$564.5K-$7.3K2026-11-04
NBT Bank, N.A.
DECREASED2,5292,646-117-4%$580.6K$562.0K-$18.6K2026-10-21
Frederick Financial Consultants, LLC
UNCHANGED2,5202,52000%$553.0K$560.1K+$7.1K2026-10-29
KPP Advisory Services LLC
DECREASED2,5138,870-6,357-72%$1.9M$558.5K-$1.4M2026-10-26
Factor Wealth Management LTD
INCREASED2,5082,372+136+6%$520.5K$557.4K+$36.9K2026-10-08
Compass Wealth Management, LLC
UNCHANGED2,5082,50800%$550.3K$557.4K+$7.0K2026-10-30
Essential Investment Partners LLC
INCREASED2,4771,590+887+56%$348.9K$550.5K+$201.6K2026-10-27
L. Roy Papp & Associates, LLP
UNCHANGED2,4612,46100%$540.0K$546.9K+$6.9K2026-10-21
FSM Wealth Advisors, LLC
INCREASED2,4522,451+1+0%$537.9K$556.8K+$18.9K2026-10-27
Sound Income Strategies, LLC
DECREASED2,4393,971-1,532-39%$871.3K$551.6K-$319.8K2026-10-09
Asset Dedication, LLC
DECREASED2,4202,439-19-1%$535.1K$537.7K+$2.6K2026-11-03
Key FInancial Inc
UNCHANGED2,4092,40900%$528.6K$535.4K+$6.8K2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED2,4082,384+24+1%$523.1K$535.1K+$12.0K2026-10-13
Integrated Wealth Management
DECREASED2,3743,462-1,088-31%$759.7K$527.5K-$232.1K2026-10-19
BNB Wealth Management, LLC
INCREASED2,3712,293+78+3%$503.1K$527.0K+$23.9K2026-10-28
Harbor Asset Planning, Inc.
INCREASED2,3692,364+5+0%$518.7K$526.5K+$7.8K2026-10-23
R2 Capital Strategies, LLC
INCREASED2,3652,364+1+0%$518.7K$525.6K+$6.9K2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED2,3642,36400%$518.7K$525.4K+$6.6K2026-10-15
Philadelphia Trust Co
UNCHANGED2,3562,35600%$517.0K$524.0K+$7.0K2026-11-05
AMG Asset Management Group, Inc.
DECREASED2,3502,351-10%$515.8K$522.3K+$6.5K2026-10-21
Portfolio Resources Advisor Group, Inc.
DECREASED2,3352,340-50%$513.5K$518.9K+$5.5K2026-10-20
Tcfg Investment Advisors, LLC
UNCHANGED2,3312,33100%$511.3K$518.5K+$7.3K2026-10-20
JFS Wealth Advisors, LLC
INCREASED2,3282,095+233+11%$459.8K$517.3K+$57.5K2026-11-03
Williams Jones Wealth Management, Llc.
UNCHANGED2,3272,32700%$510.6K$517.2K+$6.5K2026-11-05
Sensible Money, LLC
INCREASED2,3152,232+83+4%$489.8K$514.5K+$24.7K2026-10-20
Capital Wealth Alliance, LLC
NEW2,312—+2,312——$513.8K—2026-10-20
CogentBlue Wealth Advisors, LLC
UNCHANGED2,3062,30600%$506.0K$512.5K+$6.5K2026-10-09
Busey Bank
DECREASED2,2932,328-35-1%$510.8K$509.6K-$1.2K2026-10-26
Heritage Family Offices, LLP
DECREASED2,2902,558-268-10%$561.1K$508.8K-$52.3K2026-11-02
Kaufman Rossin Wealth, LLC
UNCHANGED2,2712,27100%$496.2K$504.7K+$8.5K2026-10-19
CapWealth Advisors, LLC
UNCHANGED2,2702,27000%$498.1K$504.5K+$6.4K2026-10-05
Mosley Wealth Management
DECREASED2,2542,602-348-13%$571.0K$511.1K-$59.9K2026-10-16
Unify Financial Advisors
DECREASED2,2492,310-61-3%$506.9K$499.8K-$7.1K2026-11-03
Atlas Brown,Inc.
DECREASED2,2432,266-23-1%$497.2K$498.5K+$1.3K2026-10-09
Gemmer Asset Management LLC
UNCHANGED2,2422,24200%$492.0K$498.3K+$6.3K2026-10-16
Embree Financial Group
DECREASED2,2254,795-2,570-54%$1.1M$494.4K-$557.8K2026-10-22
Richard P Slaughter Associates Inc
DECREASED2,2212,757-536-19%$605.0K$493.6K-$111.4K2026-10-13
Foster Victor Wealth Advisors, LLC
NEW2,215—+2,215——$498.9K—2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED2,2152,218-30%$486.7K$492.3K+$5.6K2026-10-29
Kennedy Investment Group, Inc.
DECREASED2,2102,256-46-2%$495.1K$491.3K-$3.8K2026-10-21
Grey Ledge Advisors, LLC
UNCHANGED2,1892,18900%$480.3K$486.5K+$6.2K2026-11-02
Lodestone Wealth Management LLC
INCREASED2,1872,130+57+3%$467.4K$486.0K+$18.6K2026-10-14
Milestone Asset Management Group, LLC
INCREASED2,1572,147+10+0%$471.1K$479.4K+$8.2K2026-10-20
Morton Capital Management LLC
DECREASED2,1472,163-16-1%$474.7K$477.2K+$2.6K2026-10-23
Leading Edge Financial Planning LLC
DECREASED2,1462,197-51-2%$482.1K$477.0K-$5.2K2026-10-23
XY Planning Network, Inc.
DECREASED2,1432,173-30-1%$476.8K$476.3K-$5612026-10-14
Ledyard National Bank
DECREASED2,1252,241-116-5%$491.7K$472.3K-$19.5K2026-10-21
Klingman & Associates, LLC
UNCHANGED2,1142,11400%$463.9K$469.8K+$5.9K2026-10-20
Argentarii, LLC
UNCHANGED2,1132,11300%$475.7K$469.6K-$6.1K2026-10-28
Sterling Investment Counsel, LLC
INCREASED2,1091,123+986+88%$246.3K$468.7K+$222.4K2026-10-19
Intrua Financial, LLC
INCREASED2,0971,869+228+12%$410.1K$466.0K+$55.9K2026-10-28
Cornerstone Wealth Group, LLC
INCREASED2,0831,627+456+28%$357.0K$462.8K+$105.8K2026-11-02
Riverbend Wealth Management, LLC
INCREASED2,0822,023+59+3%$444.0K$462.8K+$18.8K2026-10-15
Larson Financial Group LLC
INCREASED2,0742,073+1+0%$454.9K$461.0K+$6.1K2026-11-05
Regions Financial Corp
DECREASED2,0713,968-1,897-48%$870.7K$460.3K-$410.4K2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED2,0712,103-32-2%$461.4K$460.2K-$1.2K2026-10-26
Frankly Finances, LLC
UNCHANGED2,0622,06200%$452.5K$458.3K+$5.8K2026-10-28
TritonPoint Partners, LLC
DECREASED2,0552,500-445-18%$548.6K$456.7K-$91.9K2026-11-05
Town Capital LLC
DECREASED2,0402,156-116-5%$473.1K$453.4K-$19.7K2026-11-03
MSH Capital Advisors LLC
DECREASED2,0322,059-27-1%$451.9K$451.7K-$1962026-11-03
Koshinski Asset Management, Inc.
INCREASED2,0262,015+11+1%$442.1K$450.3K+$8.1K2026-10-29
Winebrenner Capital Management LLC
DECREASED2,0222,082-60-3%$456.9K$449.4K-$7.5K2026-10-07
Investment Planning Advisors, Inc.
DECREASED2,0212,078-57-3%$456.0K$449.2K-$6.8K2026-10-14
Apex Wealth Management, LLC
INCREASED2,0111,878+133+7%$412.1K$446.9K+$34.7K2026-10-20
Guerra PAN Advisors, LLC
UNCHANGED1,9931,99300%$437.3K$448.9K+$11.5K2026-10-26
Atwater Malick LLC
NEW1,979—+1,979——$439.8K—2026-10-15
Investment Management Trust, LLC
INCREASED1,9731,968+5+0%$431.9K$438.4K+$6.5K2026-11-05
LifeGoal Investments, LLC
INCREASED1,9711,908+63+3%$418.7K$438.0K+$19.2K2026-10-09
American National Bank & Trust
DECREASED1,9581,960-20%$430.1K$435.1K+$5.1K2026-10-07
BCU Wealth Advisors, LLC
DECREASED1,9572,158-201-9%$473.6K$434.8K-$38.7K2026-10-16
Eiger Wealth Management, LLC
INCREASED1,9441,943+1+0%$426.3K$432.1K+$5.7K2026-11-03
Northbridge Financial Group, LLC
DECREASED1,9432,212-269-12%$485.4K$440.0K-$45.3K2026-11-05
Garde Capital, Inc.
INCREASED1,9301,354+576+43%$297.1K$428.9K+$131.8K2026-10-29
Lee Financial Co
UNCHANGED1,9281,92800%$423.1K$428.6K+$5.5K2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED1,9231,632+291+18%$358.0K$427.3K+$69.2K2026-10-28
CWS Financial Advisors, LLC
UNCHANGED1,9201,92000%$421.3K$426.7K+$5.4K2026-10-16
Compagnie Lombard Odier SCmA
DECREASED1,9003,400-1,500-44%$746.1K$422.3K-$323.8K2026-11-04
Bullock Wealth Management Group
UNCHANGED1,8851,88500%$412.6K$421.2K+$8.6K2026-10-09
Adamsbrown Wealth Consultants LLC
INCREASED1,8791,877+2+0%$411.8K$417.6K+$5.8K2026-10-20
Baker Tilly Wealth Management, LLC
INCREASED1,8711,162+709+61%$255.0K$415.7K+$160.7K2026-10-05
Magnus Financial Group LLC
DECREASED1,8701,959-89-5%$429.8K$415.7K-$14.1K2026-10-21
Gamma Investing LLC
UNCHANGED1,8401,84000%$403.8K$408.9K+$5.2K2026-10-08
Commonwealth Retirement Investments LLC
DECREASED1,83110,637-8,806-83%$2.3M$407.0K-$1.9M2026-10-26
BAM Wealth Management, LLC
INCREASED1,8301,798+32+2%$394.5K$406.7K+$12.2K2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED1,8241,906-82-4%$418.2K$405.4K-$12.9K2026-10-05
Farnam Financial LLC
INCREASED1,8151,620+195+12%$355.5K$408.2K+$52.7K2026-10-21
Joel Isaacson & Co., LLC
INCREASED1,8131,808+5+0%$396.8K$402.9K+$6.1K2026-11-05
Fortem Financial Group, LLC
UNCHANGED1,8131,81300%$397.8K$402.9K+$5.1K2026-10-20
Kendall Capital Management
UNCHANGED1,8001,80000%$395.0K$400.0K+$5.1K2026-10-23
Verum Partners LLC
INCREASED1,7881,305+483+37%$286.3K$397.4K+$111.1K2026-10-21
Avion Wealth
UNCHANGED1,7871,78700%$392.0K$397.0K+$5.0K2026-11-04
Acima Private Wealth, LLC
UNCHANGED1,7821,78200%$391.0K$396.0K+$5.0K2026-10-05
Stage Harbor Financial, LLC
UNCHANGED1,7781,77800%$390.1K$395.1K+$5.0K2026-11-03
Commonwealth Financial Services, LLC
DECREASED1,7631,774-11-1%$389.4K$391.8K+$2.4K2026-10-20
Princeton Global Asset Management LLC
INCREASED1,753823+930+113%$180.6K$389.6K+$209.0K2026-10-21
Curtis Advisory Group, LLC
UNCHANGED1,7521,75200%$384.4K$389.4K+$4.9K2026-10-28
HBW Advisory Services LLC
INCREASED1,7441,741+3+0%$382.0K$387.7K+$5.6K2026-10-15
Naples Global Advisors, LLC
UNCHANGED1,7351,73500%$380.7K$385.6K+$4.9K2026-11-05
Adelphi Trust Co
UNCHANGED1,7301,73000%$379.6K$384.5K+$4.9K2026-10-05
Principle Wealth Partners LLC
INCREASED1,7291,704+25+1%$374.0K$384.3K+$10.3K2026-11-02
CPA Asset Management Group, LLC
UNCHANGED1,7211,72100%$377.6K$382.5K+$4.8K2026-10-26
Beese Fulmer Investment Management, Inc.
DECREASED1,7032,143-440-21%$470.2K$378.6K-$91.7K2026-10-23
Hobart Private Capital, LLC
INCREASED1,7001,595+105+7%$350.0K$377.8K+$27.8K2026-10-19
Smith Salley Wealth Management
NEW1,689—+1,689——$375.4K—2026-11-03
LVW Advisors, LLC
DECREASED1,6881,913-225-12%$419.8K$375.1K-$44.6K2026-10-19
Salem Investment Counselors Inc
UNCHANGED1,6811,68100%$368.9K$373.6K+$4.7K2026-10-13
Elevation Wealth Management LLC
DECREASED1,6801,911-231-12%$419.3K$373.3K-$46.0K2026-11-02
Accurate Wealth Management, LLC
DECREASED1,6791,868-189-10%$410.4K$381.3K-$29.1K2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED1,6791,528+151+10%$335.3K$373.1K+$37.8K2026-11-03
Solstein Capital, LLC
DECREASED1,6641,674-10-1%$367.3K$369.8K+$2.5K2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED1,6601,658+2+0%$363.9K$369.0K+$5.1K2026-10-29
Black Diamond Financial, LLC
UNCHANGED1,6581,65800%$363.8K$368.5K+$4.7K2026-10-26
Islay Capital Management, LLC
DECREASED1,6561,899-243-13%$416.7K$368.0K-$48.7K2026-10-20
Arcadia Wealth Management, LLC
DECREASED1,6544,060-2,406-59%$890.9K$367.5K-$523.4K2026-10-22
Diversified Portfolios, Inc.
DECREASED1,6451,745-100-6%$382.9K$365.6K-$17.3K2026-11-04
Cowa, LLC
DECREASED1,6372,909-1,272-44%$644.9K$363.8K-$281.1K2026-10-30
Warren Street Wealth Advisors, LLC
DECREASED1,6351,666-31-2%$365.6K$363.5K-$2.1K2026-11-04
Invested Advisors
UNCHANGED1,6351,63500%$358.8K$363.4K+$4.6K2026-10-23
Sima Wealth Partners, LLC
UNCHANGED1,6171,61700%$354.8K$359.4K+$4.5K2026-10-19
Hobbs Wealth Management, LLC
DECREASED1,6151,700-85-5%$373.0K$358.9K-$14.1K2026-10-20
Revisor Wealth Management LLC
INCREASED1,6131,598+15+1%$350.5K$360.6K+$10.1K2026-10-20
Euro Pacific Asset Management, LLC
NEW1,608—+1,608——$357.4K—2026-11-03
RAM Investment Partners, LLC
UNCHANGED1,6021,60200%$351.5K$356.0K+$4.5K2026-10-21
GFG Capital, LLC
INCREASED1,5931,567+26+2%$343.9K$354.1K+$10.2K2026-10-16
Montag A & Associates Inc
UNCHANGED1,5861,58600%$348.0K$352.4K+$4.5K2026-10-29
Fortress Financial Group, LLC
INCREASED1,5831,579+4+0%$346.6K$351.8K+$5.2K2026-10-21
Beacon Wealthcare LLC
UNCHANGED1,5811,58100%$346.9K$351.4K+$4.4K2026-10-02
LS Investment Advisors, LLC
DECREASED1,5802,505-925-37%$549.7K$351.1K-$198.5K2026-10-13
Cannon Financial Strategists, Inc.
INCREASED1,5801,570+10+1%$344.5K$351.1K+$6.6K2026-10-19
Hurlow Wealth Management Group, Inc.
UNCHANGED1,5791,57900%$346.5K$350.9K+$4.4K2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
INCREASED1,5671,480+87+6%$324.8K$348.3K+$23.5K2026-10-15
Sterling Financial Planning, Inc.
DECREASED1,5641,583-19-1%$347.4K$347.5K+$1282026-10-28
Advisor OS, LLC
DECREASED1,5602,068-508-25%$453.7K$346.7K-$107.0K2026-11-03
Frank, Rimerman Advisors LLC
UNCHANGED1,5511,55100%$340.3K$344.7K+$4.4K2026-10-16
Aegis Wealth Management, Inc.
INCREASED1,543977+566+58%$214.4K$343.0K+$128.6K2026-10-26
Nixon Peabody Trust Co
DECREASED1,5341,555-21-1%$341.2K$340.9K-$2982026-10-23
Post Resch Tallon Group Inc.
UNCHANGED1,5331,53300%$336.4K$340.7K+$4.3K2026-10-09
Archford Capital Strategies, LLC
UNCHANGED1,5321,53200%$336.2K$340.5K+$4.3K2026-10-19
Bluesphere Advisors LLC
UNCHANGED1,5291,52900%$335.5K$339.8K+$4.3K2026-10-19
Venture Visionary Partners LLC
NEW1,527—+1,527——$339.4K—2026-10-07
Asset One Wealth Management LLC
NEW1,514—+1,514——$336.5K—2026-11-02
Fund Evaluation Group, LLC
DECREASED1,5141,661-147-9%$364.5K$336.5K-$28.0K2026-11-05
Timonier Family Office, Ltd.
UNCHANGED1,4991,49900%$328.9K$333.1K+$4.2K2026-11-03
Roger Wittlin Investment Advisory, LLC
NEW1,495—+1,495——$332.3K—2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED1,4862,197-711-32%$482.1K$330.2K-$151.8K2026-10-20
Vigilare Wealth Management
NEW1,485—+1,485——$330.0K—2026-10-29
SigFig Wealth Management, LLC
DECREASED1,4731,486-13-1%$323.0K$327.4K+$4.5K2026-10-07
Creekside Partners
UNCHANGED1,4731,47300%$323.3K$327.4K+$4.1K2026-11-04
Investment Partners, Ltd.
NEW1,468—+1,468——$326.2K—2026-10-29
Donor Advised Charitable Giving, Inc.
INCREASED1,4641,461+3+0%$320.6K$325.4K+$4.8K2026-10-28
Modera Wealth Management, LLC
INCREASED1,4611,022+439+43%$224.3K$324.7K+$100.5K2026-10-28
Pinnacle Wealth Management Group, Inc.
DECREASED1,4441,648-204-12%$361.6K$320.9K-$40.7K2026-10-15
Northwest Wealth Advisors, LLC
DECREASED1,4331,458-25-2%$320.0K$318.5K-$1.5K2026-11-02
Confluence Wealth Services, Inc.
DECREASED1,4211,616-195-12%$354.6K$315.6K-$39.0K2026-11-05
Traphagen Investment Advisors LLC
DECREASED1,4041,441-37-3%$316.2K$312.1K-$4.2K2026-10-14
Westside Investment Management, Inc.
DECREASED1,4001,476-76-5%$323.9K$313.4K-$10.5K2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED1,3921,346+46+3%$295.4K$309.4K+$14.0K2026-11-04
Summit Investment Advisory Services, LLC
INCREASED1,3831,380+3+0%$302.9K$307.4K+$4.5K2026-11-03
MBA Advisors LLC
DECREASED1,3671,409-42-3%$309.2K$303.8K-$5.4K2026-10-29
Traynor Capital Management, Inc.
DECREASED1,3611,540-179-12%$337.9K$302.5K-$35.4K2026-10-29
Camden National Bank
DECREASED1,3571,499-142-9%$328.9K$301.6K-$27.3K2026-11-02
Woodley Farra Manion Portfolio Management Inc
UNCHANGED1,3541,35400%$297.1K$300.9K+$3.8K2026-11-05
Laurel OAK Wealth Management, LLC
UNCHANGED1,3431,34300%$294.7K$298.5K+$3.8K2026-10-19
Ascent Wealth Partners, LLC
UNCHANGED1,3271,32700%$291.2K$294.9K+$3.7K2026-10-23
IPG Investment Advisors LLC
DECREASED1,3212,637-1,316-50%$578.6K$293.6K-$285.1K2026-10-30
CX Institutional
INCREASED1,3151,175+140+12%$258$292+$342026-10-02
Marin Bay Wealth Advisors, LLC
INCREASED1,3061,305+1+0%$286.4K$290.3K+$3.9K2026-10-28
Central Trust Co
INCREASED1,3021,249+53+4%$274.1K$289.4K+$15.3K2026-11-05
Capital Asset Advisory Services LLC
INCREASED1,3011,223+78+6%$268.4K$292.3K+$23.9K2026-10-30
Allegiance Financial Group Advisory Services LLC
UNCHANGED1,3011,30100%$285.5K$289.1K+$3.7K2026-11-02
Corundum Group, Inc.
UNCHANGED1,3001,30000%$285.3K$288.9K+$3.7K2026-10-28
Leuthold Group, LLC
INCREASED1,2931,255+38+3%$275.4K$287.4K+$12.0K2026-11-04
AdvisorNet Financial, Inc
INCREASED1,2891,215+74+6%$266.6K$291.1K+$24.5K2026-10-15
Intergy Private Wealth, LLC
UNCHANGED1,2841,28400%$281.7K$285.4K+$3.6K2026-10-16
Ethic Inc.
UNCHANGED1,2811,28100%$281.1K$284.7K+$3.6K2026-11-03
PUREfi Wealth, LLC
DECREASED1,2771,299-22-2%$285.0K$283.8K-$1.2K2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED1,2741,319-45-3%$289.4K$283.1K-$6.3K2026-10-20
Winthrop Advisory Group LLC
DECREASED1,2721,388-116-8%$304.7K$282.6K-$22.1K2026-10-22
Cove Private Wealth, LLC
UNCHANGED1,2651,26500%$277.6K$281.1K+$3.6K2026-10-28
Two West Capital Advisors LLC
DECREASED1,2641,328-64-5%$288.2K$282.1K-$6.0K2026-10-15
Waterway Wealth Management, LLC
UNCHANGED1,2601,26000%$276.6K$280.1K+$3.5K2026-10-28
Entrewealth, LLC
INCREASED1,2561,074+182+17%$241.6K$279.1K+$37.5K2026-10-14
apricus wealth, LLC
UNCHANGED1,2541,25400%$275.2K$278.7K+$3.5K2026-10-26
Linscomb Wealth, Inc.
NEW1,251—+1,251——$278.0K—2026-11-05
WealthBridge Capital Management, LLC
DECREASED1,2481,349-101-7%$296.1K$277.4K-$18.7K2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED1,243963+280+29%$146.1K$193.1K+$47.0K2026-11-04
RMR Wealth Builders
DECREASED1,2354,425-3,190-72%$970.9K$274.5K-$696.4K2026-10-22
Evermay Wealth Management LLC
UNCHANGED1,2231,22300%$268.4K$271.8K+$3.4K2026-11-05
Layline Advisors, LLC
INCREASED1,2211,022+199+19%$224.2K$271.5K+$47.2K2026-11-02
Essex Bank
DECREASED1,2211,222-10%$268.1K$271.4K+$3.2K2026-10-16
Northwest Financial Advisors
INCREASED1,2091,185+24+2%$260.0K$268.7K+$8.7K2026-10-27
Private Client Services, LLC
DECREASED1,19612,583-11,387-90%$2.8M$265.8K-$2.5M2026-10-02
Idaho Trust Co
UNCHANGED1,1951,19500%$262.2K$265.6K+$3.4K2026-11-04
Marshall & Sterling Wealth Advisors Inc.
DECREASED1,1941,377-183-13%$302.2K$265.3K-$36.9K2026-10-28
Center For Asset Management LLC
INCREASED1,1801,178+2+0%$258.5K$262.4K+$3.9K2026-10-16
KMG Fiduciary Partners, LLC
DECREASED1,1761,206-30-2%$264.6K$261.4K-$3.3K2026-10-14
Horizon Wealth Management, LLC
INCREASED1,1761,153+23+2%$252.9K$261.4K+$8.4K2026-11-02
Rosenberg Matthew Hamilton
DECREASED1,1701,190-20-2%$261.1K$260.0K-$1.1K2026-10-05
Activest Wealth Management
DECREASED1,1671,278-111-9%$280.4K$259.3K-$21.1K2026-10-15
Bangor Savings Bank
DECREASED1,1641,451-287-20%$318.4K$258.7K-$59.7K2026-10-06
Boyer Financial Services, Inc.
UNCHANGED1,1601,16000%$253.4K$257.8K+$4.4K2026-10-23
Tortuga Wealth Management, Inc
DECREASED1,1541,158-40%$254.3K$257.8K+$3.5K2026-10-27
May Hill Capital, LLC
UNCHANGED1,1481,14800%$251.9K$255.2K+$3.2K2026-11-03
Core Wealth Management, Inc.
DECREASED1,1431,177-34-3%$258.3K$254.0K-$4.2K2026-10-22
Sentinel Pension Advisors, LLC
INCREASED1,1381,137+1+0%$247.8K$253.0K+$5.2K2026-11-02
Maple Capital Management, Inc.
DECREASED1,1271,227-100-8%$269.2K$250.5K-$18.8K2026-11-02
King Luther Capital Management Corp
UNCHANGED1,1121,11200%$244.0K$247.1K+$3.1K2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED1,0991,106-7-1%$242.7K$244.2K+$1.6K2026-10-22
Eagle Strategies LLC
INCREASED1,0961,093+3+0%$239.9K$243.5K+$3.6K2026-10-16
Vista Investment Partners II, LLC
UNCHANGED1,0921,09200%$239.6K$242.7K+$3.1K2026-10-15
Certuity, LLC
UNCHANGED1,0871,08700%$238.6K$241.7K+$3.1K2026-11-02
Carmel Capital Partners, LLC
NEW1,085—+1,085——$241.1K—2026-11-03
Global Trust Asset Management, LLC
INCREASED1,065780+285+37%$171.2K$236.7K+$65.5K2026-10-19
Lexington Hill Partners, LLC
INCREASED1,0601,058+2+0%$232.1K$235.5K+$3.5K2026-10-13
Pacific Asset Management, LLC
INCREASED1,0521,050+2+0%$230.4K$233.8K+$3.5K2026-10-15
Presilium Private Wealth, LLC
INCREASED1,050928+122+13%$203.6K$233.4K+$29.7K2026-10-26
Atticus Wealth Management, LLC
INCREASED1,0501,048+2+0%$230.0K$233.4K+$3.5K2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED1,0451,04500%$229.3K$232.2K+$2.9K2026-10-13
Able Wealth Management LLC
INCREASED1,044956+88+9%$209.7K$235.9K+$26.2K2026-10-13
Atlas Private Wealth Advisors
NEW1,036—+1,036——$230.4K—2026-10-23
PDS Planning, Inc
NEW1,033—+1,033——$229.5K—2026-11-03
Beacon Capital Management, LLC
DECREASED1,0161,091-75-7%$239.4K$225.7K-$13.7K2026-10-23
MeadowBrook Investment Advisors LLC
UNCHANGED1,0161,01600%$222.9K$228.2K+$5.2K2026-10-29
Global Assets Advisory, LLC
INCREASED1,0131,012+1+0%$221.7K$228.7K+$7.0K2026-10-28
Trust Point Inc.
NEW1,001—+1,001——$222.5K—2026-10-27
Summit Wealth Group LLC / Co
INCREASED1,001986+15+2%$216.4K$222.5K+$6.1K2026-10-29
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,0011,00100%$219.7K$222.5K+$2.8K2026-10-16
Western Pacific Wealth Management, LP
UNCHANGED1,0001,00000%$219.4K$222.2K+$2.8K2026-10-16
Milestone Investment Advisors LLC
UNCHANGED1,0001,00000%$219.4K$222.2K+$2.8K2026-11-05
ADE, LLC
UNCHANGED1,0001,00000%$219.4K$222.2K+$2.8K2026-10-29
Wealth Architects, LLC
NEW999—+999——$222.0K—2026-11-03
jvl associates llc
UNCHANGED99599500%$218.2K$221.0K+$2.8K2026-10-09
Nordwand Advisors, LLC
UNCHANGED99099000%$217.2K$220.0K+$2.8K2026-11-05
Downshift Financial, LLC
INCREASED987926+61+7%$203.2K$219.4K+$16.2K2026-10-13
Advanced Asset Management Advisors Inc
INCREASED985930+55+6%$204.1K$219.0K+$14.9K2026-10-20
World Equity Group, Inc.
DECREASED9791,213-234-19%$266.7K$217.6K-$49.1K2026-10-14
Sapient Capital LLC
DECREASED9772,462-1,485-60%$540.2K$217.1K-$323.1K2026-10-08
Foronjy Financial LLC
NEW976—+976——$216.9K—2026-10-14
Platform Technology Partners
DECREASED973980-7-1%$215.0K$216.2K+$1.2K2026-11-02
Sage Capital Advisors,llc
INCREASED971970+1+0%$212.8K$215.7K+$2.9K2026-10-13
Syverson Strege & Co
UNCHANGED97097000%$212.8K$215.6K+$2.7K2026-11-02
EPG Wealth Management LLC
DECREASED961972-11-1%$213.2K$213.6K+$3732026-11-03
True Private Wealth Advisors
DECREASED954987-33-3%$216.6K$212.2K-$4.5K2026-10-19
Vicus Capital
UNCHANGED95295200%$208.9K$211.6K+$2.7K2026-11-05
Chicago Capital, LLC
UNCHANGED93593500%$205.2K$207.8K+$2.6K2026-10-13
Northwest Wealth Management, LLC
NEW908—+908——$201.8K—2026-10-30
Caldwell Trust Co
UNCHANGED90890800%$199.2K$201.8K+$2.6K2026-10-30
Team Financial Group, LLC
DECREASED887947-60-6%$207.9K$197.2K-$10.6K2026-10-30
Tompkins Financial Corp
INCREASED854292+562+192%$64.1K$189.8K+$125.7K2026-10-05
United Community Bank
UNCHANGED83783700%$183.7K$186.0K+$2.4K2026-10-28
Archer Investment Corp
INCREASED834441+393+89%$96.8K$185.3K+$88.4K2026-11-05
Clark Wealth Partners
DECREASED830852-22-3%$187.0K$184.5K-$2.5K2026-10-19
Lanark Financial, Inc.
DECREASED806980-174-18%$215.0K$179.1K-$35.9K2026-10-26
Signature Equity Partners, LLC
INCREASED769136+633+465%$29.9K$170.9K+$140.9K2026-10-29
Buck Wealth Strategies, LLC
DECREASED7681,233-465-38%$270.6K$170.7K-$99.9K2026-10-28
North Point Portfolio Managers Corp
NEW762—+762——$169.3K—2026-10-07
Jnba Financial Advisors
INCREASED745499+246+49%$109.5K$165.6K+$56.1K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED74574500%$163.5K$165.6K+$2.1K2026-10-21
Hickory Point Bank & Trust
UNCHANGED73773700%$161.7K$163.8K+$2.1K2026-10-01
Pension & Wealth Management Advisors, Inc.
INCREASED719376+343+91%$82.6K$159.9K+$77.3K2026-10-16
Morling Financial Advisors, LLC
UNCHANGED69769700%$152.9K$154.9K+$2.0K2026-10-28
Community Financial Services Group, LLC
DECREASED685778-93-12%$170.3K$153.1K-$17.2K2026-10-15
Armstrong Advisory Group, Inc
UNCHANGED67167100%$147.2K$149.1K+$1.9K2026-10-09
Bfsg, LLC
UNCHANGED66366300%$145.4K$147.2K+$1.9K2026-10-30
Navigoe, LLC
UNCHANGED63463400%$139.0K$140.0K+$1.0K2026-11-04
SJS Investment Consulting Inc.
INCREASED633571+62+11%$125.3K$140.7K+$15.4K2026-10-26
Silver Grove Financial Group, Inc.
INCREASED614378+236+62%$82.9K$136.4K+$53.5K2026-11-05
RMG Wealth Management LLC
UNCHANGED61261200%$138.0K$137.3K-$6942026-10-26
Ascentis Wealth Management, LLC
DECREASED6044,876-4,272-88%$1.1M$134.3K-$935.7K2026-11-03
Union Savings Bank
UNCHANGED58358300%$127.9K$129.6K+$1.6K2026-10-14
Flagship Wealth Advisors, LLC
UNCHANGED57857800%$126.8K$128.5K+$1.6K2026-11-03
Bayban
UNCHANGED57057000%$125.1K$125.1K$02026-11-05
Raleigh Capital Management Inc.
DECREASED567568-10%$124.6K$126.0K+$1.3K2026-10-28
Acropolis Investment Management, LLC
INCREASED550540+10+2%$118.5K$122.2K+$3.7K2026-10-08
DecisionPoint Financial, LLC
UNCHANGED53853800%$117.8K$120.2K+$2.5K2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED53653600%$117.6K$119.1K+$1.5K2026-10-16
Mascoma Wealth Management LLC
UNCHANGED52652600%$115.5K$116.8K+$1.3K2026-10-23
Realta Investment Advisors
UNCHANGED50050000%$109.7K$111.1K+$1.4K2026-10-14
Capital Investment Counsel, Inc
UNCHANGED49149100%$107.7K$109.1K+$1.4K2026-10-20
Winthrop Capital Management, LLC
INCREASED484483+1+0%$106.0K$107.5K+$1.5K2026-11-05
Nova Financial LLC
NEW480—+480——$106.7K—2026-11-04
Edgemoor Investment Advisors, Inc.
NEW477—+477——$106.0K—2026-11-03
Angeles Wealth Management, LLC
DECREASED468490-22-4%$107.5K$104.0K-$3.5K2026-10-26
Reap Financial Group, LLC
UNCHANGED46846800%$102.7K$104.0K+$1.3K2026-11-02
American Capital Advisory, LLC
UNCHANGED45145100%$98.9K$100.3K+$1.3K2026-10-28
Hoey Investments, Inc
UNCHANGED43443400%$95.2K$96.5K+$1.2K2026-10-29
Beacon Investment Advisory Services, Inc.
INCREASED43115+416+2773%$3.4K$95.9K+$92.5K2026-10-13
Gleason Group, Inc.
INCREASED431414+17+4%$90.9K$95.8K+$4.9K2026-10-15
UMB Private Wealth Management, LLC
NEW423—+423——$94.0K—2026-10-19
City Holding Co
UNCHANGED40040000%$87.8K$88.9K+$1.1K2026-10-19
Nfsg Corp
INCREASED392378+14+4%$82.9K$87.2K+$4.3K2026-10-15
Key Capital Management, Inc
DECREASED391846-455-54%$185.7K$86.9K-$98.8K2026-11-03
Markowski Investments
UNCHANGED37237200%$81.6K$82.7K+$1.0K2026-10-30
Lloyd Advisory Services, Llc.
DECREASED370598-228-38%$131.1K$82.2K-$48.9K2026-11-02
Compass Financial Management LLC
DECREASED360371-11-3%$82.5K$80.0K-$2.4K2026-10-30
Financial Network Wealth Advisors LLC
INCREASED3447+337+4814%$1.5K$76.5K+$74.9K2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED33333300%$73.1K$74.0K+$9352026-10-23
RHL Group, LLC
INCREASED314313+1+0%$68.5K$69.8K+$1.2K2026-11-04
Simplex Trading, LLC
NEW302—+302——$67.1K—2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED29629600%$65.0K$65.8K+$8322026-11-02
Tsfg, LLC
DECREASED2863,640-3,354-92%$799.0K$63-$798.9K2026-10-23
Parkside Financial Bank & Trust
UNCHANGED28628600%$62.8K$63.6K+$8042026-10-27
Arlington Trust Co LLC
UNCHANGED28028000%$61.4K$62.2K+$7872026-10-20
Costello Asset Management, Inc
UNCHANGED27827800%$61.0K$61.8K+$7812026-10-30
Cape Investment Advisory, Inc.
INCREASED274254+20+8%$55.7K$60.9K+$5.2K2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED265278-13-5%$61.0K$58.9K-$2.1K2026-10-07
WPG Advisers, LLC
UNCHANGED26026000%$57.1K$57.8K+$7302026-10-27
Biltmore Family Office, LLC
NEW239—+239——$53.1K—2026-11-03
Allspring Global Investments Holdings, LLC
NEW230—+230——$51.6K—2026-11-04
First Command Advisory Services, Inc.
UNCHANGED22922900%$50.2K$50.9K+$6442026-11-05
Nemes Rush Group LLC
UNCHANGED22722700%$49.8K$50.4K+$6372026-11-04
Pittenger & Anderson Inc
DECREASED218267-49-18%$58.6K$48.4K-$10.1K2026-11-02
GGM Financial LLC
UNCHANGED21221200%$46.4K$47.1K+$6962026-11-05
Kingdom Financial Group Llc.
DECREASED207255-48-19%$56.1K$46.1K-$9.9K2026-11-04
Chilton Capital Management LLC
NEW196—+196——$43.6K—2026-10-28
DeDora Capital, Inc.
NEW181—+181——$40.2K—2026-10-26
First Community Trust NA
NEW180—+180——$40.0K—2026-10-07
Indiana Trust & Investment Management Co
UNCHANGED17617600%$38.6K$39.1K+$4942026-10-22
Barrett & Company, Inc.
UNCHANGED16916900%$37.1K$37.6K+$4842026-10-22
Reyes Financial Architecture, Inc.
UNCHANGED16316300%$35.8K$36.2K+$4582026-10-22
Rydar Equities, Inc.
NEW160—+160——$36.1K—2026-10-13
Advocate Investing Services LLC
INCREASED158152+6+4%$33.3K$35.1K+$1.8K2026-10-26
Roxbury Financial LLC
UNCHANGED15715700%$34.5K$35.0K+$4722026-10-01
Gables Capital Management Inc.
UNCHANGED15415400%$33.8K$34.2K+$4332026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED153115+38+33%$25.2K$34.0K+$8.8K2026-11-02
Ares Financial Consulting, LLC
UNCHANGED15115100%$33.1K$33.6K+$4242026-10-19
Kings Path Partners LLC
UNCHANGED14714700%$32.3K$32.7K+$4132026-10-21
Wolff Wiese Magana LLC
DECREASED145168-23-14%$36.9K$32.2K-$4.6K2026-10-15
Concord Wealth Partners
DECREASED145146-1-1%$32.0K$32.2K+$1862026-11-02
Financial Consulate, Inc
UNCHANGED14314300%$31.4K$31.8K+$4022026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED140166-26-16%$36.4K$31.1K-$5.3K2026-10-14
Hurley Capital, LLC
DECREASED139140-1-1%$30.6K$31.1K+$4592026-11-05
Essential Partners LLC
INCREASED13510+125+1250%$2.2K$30.0K+$27.8K2026-10-14
Birchwood Financial Partners, Inc.
DECREASED129191-62-32%$42.0K$28.6K-$13.4K2026-11-02
Sawyer & Company, Inc
UNCHANGED12812800%$28.1K$28.4K+$3602026-10-21
Mcdonald Partners LLC
DECREASED127197-70-36%$43.2K$28.2K-$15.0K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED12212200%$26.7K$27.1K+$3972026-10-23
Entrust Financial LLC
INCREASED119118+1+1%$26.0K$26.3K+$3892026-11-04
Bay Harbor Wealth Management, LLC
UNCHANGED11711700%$25.7K$26.0K+$3292026-11-03
Decker Retirement Planning Inc.
DECREASED116262-146-56%$57.5K$25.8K-$31.7K2026-10-19
Valued Wealth Advisors LLC
INCREASED9897+1+1%$21.4K$21.7K+$3202026-11-05
Financial Management Professionals, Inc.
UNCHANGED898900%$19.5K$19.8K+$2502026-10-23
Compass Wealth Management LLC
NEW87—+87——$19.3K—2026-10-22
Alpine Bank Wealth Management
UNCHANGED848400%$18.4K$18.7K+$2362026-10-16
Ameliora Wealth Management Ltd.
NEW82—+82——$18.2K—2026-10-23
Valley National Advisers Inc
UNCHANGED828200%$18.0K$18.2K+$2302026-10-23
Sfam, LLC
NEW80—+80——$17.8K—2026-11-03
Godsey & Gibb, Inc
INCREASED7764+13+20%$14.0K$17.1K+$3.1K2026-10-14
Holos Integrated Wealth LLC
UNCHANGED777700%$16.8K$17.3K+$5762026-10-23
Transce3nd, LLC
NEW76—+76——$17.2K—2026-10-26
NBH Bank
UNCHANGED757500%$16.5K$16.7K+$2112026-11-05
MTM Investment Management, LLC
UNCHANGED757500%$16.5K$16.7K+$2112026-10-30
Duncker Streett & Co Inc
UNCHANGED727200%$15.8K$16.0K+$2022026-10-27
NorthAvenue LLC
UNCHANGED646400%$14.0K$14.1K+$1792026-10-29
Smallwood Wealth Investment Management, LLC
UNCHANGED606000%$13.2K$13.3K+$1692026-10-30
Cassaday & Co Wealth Management LLC
INCREASED5919+40+211%$4.2K$13.1K+$8.9K2026-10-27
Brown, Lisle Ings, Inc.
INCREASED5829+29+100%$6.4K$12.9K+$6.5K2026-10-16
Oakworth Capital, Inc.
DECREASED5659-3-5%$12.9K$12.4K-$4682026-10-26
Versant Capital Management, Inc
UNCHANGED545400%$11.8K$12.0K+$1522026-10-02
First Pacific Financial
UNCHANGED535300%$11.7K$11.8K+$1752026-10-14
Pathway Financial Advisers, LLC
NEW51—+51——$11.4K—2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED505000%$11.0K$11.1K+$1402026-10-20
Main Street Group, LTD
UNCHANGED505000%$11.0K$11.1K+$1402026-10-28
Hilton Head Capital Partners, LLC
INCREASED4645+1+2%$10.0K$10.1K+$1502026-10-23
Central Pacific Bank - Trust Division
UNCHANGED414100%$9.0K$9.1K+$1152026-10-06
Redwood Park Advisors LLC
UNCHANGED404000%$8.8K$8.9K+$1122026-11-02
Networth Advisors, LLC
UNCHANGED373700%$8.1K$8.3K+$1222026-11-03
United Financial Planning Group LLC
INCREASED3525+10+40%$5.5K$7.8K+$2.3K2026-11-04
Elyxium Wealth, LLC
NEW32—+32——$7.2K—2026-10-27
Y.D. More Investments Ltd
DECREASED3264-32-50%$13.9K$7.0K-$6.9K2026-11-02
Wilkerson Advisory Group LLC
UNCHANGED292900%$6.4K$6.4K+$822026-10-20
Montgomery Financial Services LLC
UNCHANGED262600%$5.7K$5.8K+$732026-11-03
Gilpin Wealth Management, LLC
UNCHANGED252500%$5.5K$5.6K+$702026-10-09
Prudent Man Investment Management, Inc.
UNCHANGED242400%$4.8K$5.3K+$5672026-11-03
Townsend Asset Management Corp
UNCHANGED212100%$4.6K$4.7K+$632026-10-29
Foster Dykema Cabot & Partners, LLC
UNCHANGED202000%$4.4K$4.4K+$562026-10-30
Fairman Group, LLC
UNCHANGED191900%$4.2K$4.2K+$542026-10-26
First Bancorp, Inc
UNCHANGED191900%$4.2K$4.2K+$542026-10-26
Fairscale Capital, LLC
UNCHANGED171700%$3.7K$3.8K+$522026-11-04
McCarley & Cook Financial Planners
UNCHANGED171700%$3.7K$3.8K+$482026-10-21
Grove Bank & Trust
NEW14—+14——$3.1K—2026-10-08
Register Financial Advisors LLC
UNCHANGED141400%$3.1K$3.1K+$392026-10-23
Atwood & Palmer Inc
UNCHANGED141400%$3.1K$3.1K+$392026-10-08
Elevation Wealth Partners, LLC
INCREASED1211+1+9%$2.5K$2.6K+$382026-10-07
Salomon & Ludwin, LLC
UNCHANGED121200%$2.6K$2.7K+$412026-10-29
Financial Perspectives, Inc
UNCHANGED7700%$1.5K$1.6K+$202026-11-03
IMG Wealth Management, Inc.
UNCHANGED6600%$1.3K$1.3K+$162026-10-27
High Point Wealth Management, LLC
NEW4—+4——$889—2026-11-05
Rachor Investment Advisory Services, LLC
UNCHANGED2200%$441$448+$72026-10-29
TD Private Client Wealth LLC
NEW0—0——$0—2026-10-28
Jefferies Financial Group Inc.
CLOSED0110,372-110,372-100%$24.2M$0-$24.2M2026-11-05
Scarborough Advisors, LLC
CLOSED027,460-27,460-100%$6.0M$0-$6.0M2026-10-16
FFG Retirement Advisors LLC
CLOSED014,554-14,554-100%$3.2M$0-$3.2M2026-10-20
Bryant Woods Investment Advisors, LLC
CLOSED07,407-7,407-100%$1.6M$0-$1.6M2026-10-26
Ardent Capital Management, Inc.
CLOSED06,249-6,249-100%$1.4M$0-$1.4M2026-10-16
Surience Private Wealth LLC
CLOSED05,845-5,845-100%$1.3M$0-$1.3M2026-10-16
Violich Capital Management, Inc.
CLOSED05,500-5,500-100%$1.2M$0-$1.2M2026-10-05
Patton Albertson Miller Group, LLC
CLOSED05,195-5,195-100%$1.1M$0-$1.1M2026-10-26
Lane Brothers & Co Inc
CLOSED04,285-4,285-100%$940.2K$0-$940.2K2026-11-02
DLK Investment Management, LLC
CLOSED03,940-3,940-100%$672.8K$0-$672.8K2026-10-09
PFG Private Wealth Management, LLC
CLOSED03,344-3,344-100%$733.8K$0-$733.8K2026-10-15
Fermata Advisors, LLC
CLOSED02,758-2,758-100%$605.2K$0-$605.2K2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED02,558-2,558-100%$561.1K$0-$561.1K2026-10-27
True North Advisors, LLC
CLOSED02,107-2,107-100%$462.3K$0-$462.3K2026-10-22
Provident Wealth Management, LLC
CLOSED01,872-1,872-100%$410.8K$0-$410.8K2026-10-20
Walkner Condon Financial Advisors LLC
CLOSED01,853-1,853-100%$406.6K$0-$406.6K2026-11-02
Sanchez Wealth Management Group
CLOSED01,492-1,492-100%$327.5K$0-$327.5K2026-11-02
Axim Planning & Wealth
CLOSED01,315-1,315-100%$288.5K$0-$288.5K2026-10-28
Madson Wealth Advisors Inc
CLOSED01,232-1,232-100%$270.4K$0-$270.4K2026-10-13
New England Private Wealth Advisors LLC
CLOSED01,203-1,203-100%$260.9K$0-$260.9K2026-10-19
Wellington Shields Capital Management, LLC
CLOSED01,200-1,200-100%$263.3K$0-$263.3K2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
CLOSED01,109-1,109-100%$243.4K$0-$243.4K2026-11-03
Next Level Private LLC
CLOSED01,084-1,084-100%$237.9K$0-$237.9K2026-10-20
J.M. Arbour, LLC
CLOSED01,021-1,021-100%$224.0K$0-$224.0K2026-11-05
Wealthcare Capital Partners, LLC
CLOSED0989-989-100%$217.0K$0-$217.0K2026-10-21
Waterfront Wealth Inc.
CLOSED0927-927-100%$203.7K$0-$203.7K2026-11-03
LongView Wealth Management
CLOSED0920-920-100%$201.9K$0-$201.9K2026-10-19
Go Invest LLC
CLOSED0629-629-100%$138.1K$0-$138.1K2026-10-09
Tucker Asset Management LLC
CLOSED0584-584-100%$128.2K$0-$128.2K2026-10-29
GFS Advisors, LLC
CLOSED0575-575-100%$1.9M$0-$1.9M2026-11-03
Founders Capital Management
CLOSED0349-349-100%$76.6K$0-$76.6K2026-10-13
Vermillion Wealth Management, Inc.
CLOSED0281-281-100%$61.6K$0-$61.6K2026-10-26
Wagner Wealth Management, LLC
CLOSED0248-248-100%$54.4K$0-$54.4K2026-10-21
Sims Investment Management, LLC
CLOSED0166-166-100%$36.4K$0-$36.4K2026-10-13
City State Bank
CLOSED0114-114-100%$25.0K$0-$25.0K2026-10-20
First Horizon Corp
CLOSED0103-103-100%$22.6K$0-$22.6K2026-10-26
Gill Capital Partners, LLC
CLOSED058-58-100%$12.7K$0-$12.7K2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED055-55-100%$16.0K$0-$16.0K2026-10-14
LifeSteps Financial, Inc.
CLOSED048-48-100%$10.5K$0-$10.5K2026-10-15
Brooklyn FI, LLC
CLOSED042-42-100%$9.1K$0-$9.1K2026-11-05
Security National Bank
CLOSED024-24-100%$5.3K$0-$5.3K2026-10-26
Robinswood Financial LLC
CLOSED014-14-100%$3.1K$0-$3.1K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED014-14-100%$3.1K$0-$3.1K2026-10-29
First United Bank & Trust
CLOSED010-10-100%$1.5K$0-$1.5K2026-10-22
FMR LLC
N/A—19,505,608-19,505,608-100%$4.3B———
LPL Financial LLC
N/A—13,335,529-13,335,529-100%$2.9B———
Bank of America Corp
N/A—8,485,338-8,485,338-100%$1.9B———
Morgan Stanley
N/A—7,762,968-7,762,968-100%$1.7B———
Envestnet Asset Management Inc
N/A—7,560,676-7,560,676-100%$1.7B———
PNC Financial Services Group, Inc.
N/A—5,712,458-5,712,458-100%$1.3B———
Ameriprise Financial Inc
N/A—4,901,506-4,901,506-100%$1.0B———
Wells Fargo & Company
N/A—3,856,366-3,856,366-100%$846.2M———
Cerity Partners LLC
N/A—3,854,424-3,854,424-100%$845.8M———
UBS Group AG
N/A—3,552,196-3,552,196-100%$779.5M———
M&T Bank Corp
N/A—3,065,701-3,065,701-100%$672.7M———
JPMorgan Chase & Co
N/A—2,399,340-2,399,340-100%$521.4M———
BlackRock, Inc.
N/A—1,889,810-1,889,810-100%$414.7M———
Haverford Trust Co
N/A—1,831,381-1,831,381-100%$401.9M———
Raymond James Financial Inc
N/A—1,702,675-1,702,675-100%$373.6M———
Northwestern Mutual Wealth Management Co
N/A—1,613,234-1,613,234-100%$354.0M———
Royal Bank of Canada
N/A—1,595,432-1,595,432-100%$350.1M———
Focus Partners Wealth
N/A—1,477,108-1,477,108-100%$324.1M———
Charles Schwab Investment Management Inc
N/A—1,442,737-1,442,737-100%$316.6M———
HighTower Advisors, LLC
N/A—1,348,338-1,348,338-100%$295.9M———
Wharton Business Group, LLC
N/A—1,167,255-1,167,255-100%$256.1M———
Mercer Global Advisors Inc
N/A—1,158,867-1,158,867-100%$254.3M———
Jupiter Topco LLC
N/A—1,057,016-1,057,016-100%$231.9M———
Bluespring Wealth Management, LLC
N/A—1,046,876-1,046,876-100%$229.7M———
MML Investors Services, LLC
N/A—998,944-998,944-100%$219.2M———
Cetera Investment Advisers
N/A—978,389-978,389-100%$214.7M———
Integrated Wealth Concepts LLC
N/A—715,455-715,455-100%$157.0M———
Osaic Holdings, Inc.
N/A—674,508-674,508-100%$148.2M———
&partners
N/A—653,307-653,307-100%$143.5M———
Beacon Pointe Advisors, LLC
N/A—627,286-627,286-100%$137.6M———
Coldstream Capital Management Inc
N/A—563,366-563,366-100%$123.6M———
SCS Capital Management LLC
N/A—552,891-552,891-100%$121.3M———
Mariner, LLC
N/A—546,042-546,042-100%$119.8M———
Johnson Investment Counsel Inc
N/A—539,969-539,969-100%$118.5M———
Savant Capital, LLC
N/A—530,640-530,640-100%$116.5M———
Equitable Holdings, Inc.
N/A—510,432-510,432-100%$112.0M———
Jones Financial Companies Lllp
N/A—479,253-479,253-100%$102.4M———
Stifel Financial Corp
N/A—449,019-449,019-100%$98.5M———
Baker Avenue Asset Management, LP
N/A—407,272-407,272-100%$89.4M———
Captrust Financial Advisors
N/A—398,832-398,832-100%$87.5M———
United Capital Financial Advisors, LLC
N/A—376,567-376,567-100%$82.8M———
Rockefeller Capital Management L.P.
N/A—370,959-370,959-100%$81.4M———
Cresset Asset Management, LLC
N/A—340,792-340,792-100%$74.8M———
Modern Wealth Management, LLC
N/A—332,275-332,275-100%$72.9M———
Janney Montgomery Scott LLC
N/A—314,815-314,815-100%$69.1M———
Horizon Investments, LLC
N/A—311,991-311,991-100%$68.5M———
Qube Research & Technologies Ltd
N/A—304,073-304,073-100%$66.7M———
Composition Wealth, LLC
N/A—289,324-289,324-100%$63.5M———
Sanctuary Advisors, LLC
N/A—284,788-284,788-100%$62.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—279,970-279,970-100%$61.4M———
Strategies Wealth Advisors, LLC
N/A—277,042-277,042-100%$60.8M———
NewEdge Advisors, LLC
N/A—248,757-248,757-100%$54.6M———
Millburn Ridgefield LLC
N/A—248,182-248,182-100%$54.5M———
Private Advisor Group, LLC
N/A—238,302-238,302-100%$52.3M———
Steward Partners Investment Advisory, LLC
N/A—235,175-235,175-100%$51.6M———
OneDigital Investment Advisors LLC
N/A—232,612-232,612-100%$51.0M———
Baird Financial Group, Inc.
N/A—231,044-231,044-100%$50.7M———
SlateStone Wealth, LLC
N/A—206,345-206,345-100%$45.3M———
Vestmark Advisory Solutions, Inc.
N/A—204,628-204,628-100%$44.9M———
Goldman Sachs Group Inc
N/A—202,427-202,427-100%$44.4M———
TD Capital Management LLC
N/A—192,166-192,166-100%$42.2M———
Foundations Investment Advisors, LLC
N/A—191,546-191,546-100%$42.0M———
Pure Financial Advisors, LLC
N/A—191,322-191,322-100%$42.0M———
Clearstead Advisors, LLC
N/A—185,105-185,105-100%$40.6M———
Alliancebernstein L.P.
N/A—182,400-182,400-100%$35.0M———
Glenmede Trust Co NA
N/A—181,216-181,216-100%$39.8M———
CFO4Life Group, LLC
N/A—175,888-175,888-100%$38.6M———
Merit Financial Group, LLC
N/A—173,173-173,173-100%$38.0M———
MA Private Wealth
N/A—173,019-173,019-100%$38.0M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—168,868-168,868-100%$37.1M———
Franklin Resources Inc
N/A—166,526-166,526-100%$36.5M———
Annandale Capital, LLC
N/A—155,660-155,660-100%$34.2M———
Boulder Wealth Advisors, LLC
N/A—154,582-154,582-100%$33.9M———
Cambridge Associates LLC
N/A—153,029-153,029-100%$33.6M———
Centaurus Financial, Inc.
N/A—151,970-151,970-100%$33.3M———
Aptus Capital Advisors, LLC
N/A—150,801-150,801-100%$33.1M———
Family Manage LLC
N/A—149,085-149,085-100%$32.7M———
Dynasty Wealth Management, LLC
N/A—147,265-147,265-100%$32.3M———
Pinnacle Financial Partners, Inc.
N/A—144,536-144,536-100%$31.7M———
Stratos Wealth Partners, Ltd.
N/A—141,795-141,795-100%$31.1M———
Liberty Wealth Management LLC
N/A—139,989-139,989-100%$26.9M———
Bitterroot Capital Advisors LLC
N/A—139,525-139,525-100%$30.6M———
BOK Financial Private Wealth, Inc.
N/A—137,745-137,745-100%$30.2M———
Envestnet Portfolio Solutions, Inc.
N/A—124,359-124,359-100%$27.3M———
Waverly Advisors, LLC
N/A—122,910-122,910-100%$27.0M———
Summit Wealth Partners, LLC
N/A—118,591-118,591-100%$26.0M———
IHT Wealth Management, LLC
N/A—118,519-118,519-100%$26.0M———
Betterment LLC
N/A—118,205-118,205-100%$25.9M———
Cahill Financial Advisors Inc
N/A—117,276-117,276-100%$25.7M———
Meridian Wealth Partners, LLC
N/A—115,000-115,000-100%$25.2M———
Mcmorgan & Co LLC
N/A—111,785-111,785-100%$24.5M———
360 Financial, Inc.
N/A—111,598-111,598-100%$24.5M———
Arax Advisory Partners
N/A—110,053-110,053-100%$24.1M———
Two Sigma Investments, LP
N/A—109,800-109,800-100%$24.1M———
Ameritas Advisory Services, LLC
N/A—109,152-109,152-100%$24.0M———
NewEdge Wealth, LLC
N/A—109,096-109,096-100%$23.9M———
Tobias Financial Advisors, Inc.
N/A—106,768-106,768-100%$23.4M———
Focus Partners Advisor Solutions, LLC
N/A—103,930-103,930-100%$22.8M———
Citadel Advisors LLC
N/A—103,867-103,867-100%$22.8M———
Stephens Inc
N/A—102,338-102,338-100%$22.5M———
Sequoia Financial Advisors, LLC
N/A—101,261-101,261-100%$22.2M———
Legacy Edge Advisors, LLC
N/A—100,803-100,803-100%$22.1M———
Principal Securities, Inc.
N/A—100,532-100,532-100%$22.1M———
Allworth Financial LP
N/A—99,340-99,340-100%$21.8M———
AQR Capital Management LLC
N/A—95,782-95,782-100%$21.0M———
TRB Wealth Management, LLC
N/A—95,651-95,651-100%$21.0M———
UMB Bank, n.a.
N/A—93,041-93,041-100%$20.4M———
Van Hulzen Asset Management, LLC
N/A—92,649-92,649-100%$20.3M———
Tudor Investment Corp ET AL
N/A—92,491-92,491-100%$20.3M———
Quantinno Capital Management LP
N/A—91,621-91,621-100%$20.1M———
Tradewinds, Llc.
N/A—89,609-89,609-100%$3.4M———
Gladstone Institutional Advisory LLC
N/A—87,335-87,335-100%$19.2M———
Shufro Rose & Co LLC
N/A—84,337-84,337-100%$18.5M———
AdvisorShares Investments LLC
N/A—82,792-82,792-100%$18.2M———
Wealthspire Advisors, LLC
N/A—81,119-81,119-100%$17.8M———
MB Generational Wealth, LLC
N/A—80,754-80,754-100%$17.7M———
Lutz Financial Services LLC
N/A—80,645-80,645-100%$17.7M———
J. Mark Nickell & Co.
N/A—80,184-80,184-100%$17.6M———
Prosperity Consulting Group, LLC
N/A—78,907-78,907-100%$17.3M———
Bank of Montreal
N/A—74,464-74,464-100%$16.3M———
AE Wealth Management LLC
N/A—73,287-73,287-100%$16.1M———
Wood Tarver Financial Group, LLC
N/A—72,612-72,612-100%$15.9M———
Caprock Group, LLC
N/A—70,699-70,699-100%$15.5M———
O'shaughnessy Asset Management, LLC
N/A—70,180-70,180-100%$15.4M———
IFG Advisory, LLC
N/A—69,991-69,991-100%$15.4M———
Susquehanna International Group, LLP
N/A—69,240-69,240-100%$15.2M———
Vident Advisory, LLC
N/A—67,153-67,153-100%$14.7M———
Orion Porfolio Solutions, LLC
N/A—64,896-64,896-100%$14.2M———
Keebeck Wealth Management
N/A—63,818-63,818-100%$14.0M———
Mayflower Financial Advisors, LLC
N/A—61,337-61,337-100%$13.5M———
First American Trust, FSB
N/A—60,948-60,948-100%$13.4M———
Nuveen, LLC
N/A—59,214-59,214-100%$11.4M———
Summit Financial, LLC
N/A—56,568-56,568-100%$12.4M———
Icon Wealth Advisors, LLC
N/A—55,365-55,365-100%$12.1M———
Dorsey & Whitney Trust Co LLC
N/A—55,205-55,205-100%$12.1M———
Global Retirement Partners, LLC
N/A—54,878-54,878-100%$12.0M———
National Bank of Canada
N/A—53,420-53,420-100%$11.7M———
Snowden Capital Advisors LLC
N/A—52,603-52,603-100%$11.5M———
Perennial Investment Advisors, LLC
N/A—52,117-52,117-100%$11.4M———
Addison Capital Co
N/A—51,478-51,478-100%$11.3M———
Northern Trust Corp
N/A—51,171-51,171-100%$11.2M———
MAI Capital Management
N/A—50,622-50,622-100%$11.1M———
Blue Edge Capital, LLC
N/A—50,304-50,304-100%$11.0M———
5T Wealth, LLC
N/A—49,025-49,025-100%$10.8M———
Insigneo Advisory Services, LLC
N/A—47,889-47,889-100%$10.5M———
SVB Wealth LLC
N/A—47,183-47,183-100%$10.4M———
PMG Wealth Management, Inc.
N/A—46,796-46,796-100%$10.3M———
Highview Capital Management LLC
N/A—46,603-46,603-100%$10.2M———
First Foundation Advisors
N/A—45,755-45,755-100%$10.0M———
Nest Investments, LLC
N/A—45,332-45,332-100%$9.9M———
Kickstand Ventures, Llc.
N/A—44,958-44,958-100%$9.9M———
Oversea-Chinese Banking Corp Ltd
N/A—44,935-44,935-100%$9.9M———
One Wealth Advisors, LLC
N/A—44,858-44,858-100%$9.8M———
Frisch Financial Group, Inc.
N/A—43,489-43,489-100%$9.5M———
World Investment Advisors
N/A—42,009-42,009-100%$8.2M———
Bank of Nova Scotia
N/A—41,824-41,824-100%$9.2M———
Renaissance Technologies LLC
N/A—41,400-41,400-100%$9.1M———
Connable Office Inc
N/A—40,433-40,433-100%$8.9M———
Natixis Advisors, LLC
N/A—39,593-39,593-100%$8.7M———
Western Wealth Management, LLC
N/A—38,747-38,747-100%$8.5M———
HSBC Holdings PLC
N/A—38,665-38,665-100%$8.5M———
Guardian Wealth Advisors, LLC / NC
N/A—38,609-38,609-100%$8.5M———
Savvy Advisors, Inc.
N/A—36,930-36,930-100%$8.1M———
Interactive Financial Advisors, Inc.
N/A—35,355-35,355-100%$7.6M———
Fidelis Capital Partners, LLC
N/A—35,280-35,280-100%$7.7M———
Mutual Advisors, LLC
N/A—35,088-35,088-100%$7.7M———
Summit Trail Advisors, LLC
N/A—34,634-34,634-100%$7.6M———
Brown Advisory Inc
N/A—33,454-33,454-100%$7.3M———
Vista Investment Management
N/A—33,410-33,410-100%$7.3M———
RWA Wealth Partners, LLC
N/A—33,144-33,144-100%$7.3M———
Leavell Investment Management, Inc.
N/A—32,866-32,866-100%$7.2M———
Keystone Financial Group
N/A—32,065-32,065-100%$7.0M———
Blair William & Co
N/A—31,574-31,574-100%$6.9M———
EP Wealth Advisors, LLC
N/A—30,952-30,952-100%$6.8M———
Advisory Services Network, LLC
N/A—30,647-30,647-100%$6.7M———
American Money Management, LLC
N/A—30,588-30,588-100%$6.7M———
10Elms LLP
N/A—30,491-30,491-100%$6.7M———
Arkadios Wealth Advisors
N/A—30,444-30,444-100%$6.7M———
Sheridan Capital Management, LLC
N/A—29,154-29,154-100%$6.4M———
CreativeOne Wealth, LLC
N/A—28,528-28,528-100%$6.3M———
Avant Capital LLC
N/A—28,266-28,266-100%$6.2M———
KM Capital Management Ltd.
N/A—28,057-28,057-100%$6.2M———
Intrust Bank NA
N/A—27,755-27,755-100%$6.1M———
Kilter Group LLC
N/A—27,639-27,639-100%$6.1M———
Partners Capital Investment Group, LLP
N/A—27,341-27,341-100%$6.0M———
Cornerstone Advisors Asset Management, LLC
N/A—27,322-27,322-100%$6.0M———
Delos Wealth Advisors, LLC
N/A—26,878-26,878-100%$5.9M———
Moment Partners, LLC
N/A—26,633-26,633-100%$5.8M———
Warner Financial, Inc
N/A—26,457-26,457-100%$5.8M———
Fortis Capital Management LLC
N/A—25,597-25,597-100%$5.6M———
Bcgm Wealth Management, LLC
N/A—25,332-25,332-100%$5.6M———
National Philanthropic Trust
N/A—25,309-25,309-100%$5.6M———
Resolute Wealth Advisor, Inc.
N/A—25,266-25,266-100%$4.8M———
Pathstone Holdings, LLC
N/A—24,951-24,951-100%$5.5M———
Gambit Capital Management, LLC
N/A—24,934-24,934-100%$5.5M———
SageView Advisory Group, LLC
N/A—24,931-24,931-100%$5.5M———
Tacita Capital Inc
N/A—24,861-24,861-100%$5.5M———
Tradition Wealth Management, LLC
N/A—24,569-24,569-100%$5.4M———
Custos Family Office, LLC
N/A—24,257-24,257-100%$5.3M———
Inspire Advisors, LLC
N/A—24,100-24,100-100%$5.3M———
Noble Wealth Partners LLC
N/A—23,812-23,812-100%$5.2M———
Founders Financial Alliance, LLC
N/A—22,432-22,432-100%$4.9M———
Emissary Wealth LLC
N/A—22,229-22,229-100%$4.9M———
Magnolia Capital Advisors LLC
N/A—22,176-22,176-100%$4.9M———
Bridges Investment Management Inc
N/A—22,116-22,116-100%$4.9M———
First Trust Advisors LP
N/A—21,712-21,712-100%$4.8M———
Manning & Napier Advisors LLC
N/A—21,402-21,402-100%$4.7M———
Sollinda Capital Management LLC
N/A—21,101-21,101-100%$4.6M———
Bulltick Wealth Management, LLC
N/A—20,819-20,819-100%$4.6M———
Astoria Portfolio Advisors Llc.
N/A—20,791-20,791-100%$4.6M———
Nwam LLC
N/A—20,702-20,702-100%$4.5M———
Geneos Wealth Management Inc.
N/A—20,618-20,618-100%$4.5M———
Rollins Financial Advisors, LLC
N/A—20,528-20,528-100%$4.5M———
Tiaa Trust, National Association
N/A—20,029-20,029-100%$4.4M———
Ausdal Financial Partners, Inc.
N/A—19,431-19,431-100%$4.3M———
Stonebrook Private Inc.
N/A—19,152-19,152-100%$4.2M———
J.E. Simmons & Co., P.C.
N/A—19,093-19,093-100%$4.2M———
HighPoint Advisor Group LLC
N/A—18,996-18,996-100%$4.2M———
QRG Capital Management, Inc.
N/A—18,778-18,778-100%$4.1M———
JPL Wealth Management, LLC
N/A—18,649-18,649-100%$4.1M———
Concorde Asset Management, LLC
N/A—18,482-18,482-100%$4.1M———
Regal Investment Advisors LLC
N/A—18,055-18,055-100%$4.0M———
Bedel Financial Consulting, Inc.
N/A—17,903-17,903-100%$3.9M———
Kovack Advisors, Inc.
N/A—17,872-17,872-100%$3.9M———
Clarendon Private LLC
N/A—17,651-17,651-100%$3.9M———
GTS Securities LLC
N/A—17,554-17,554-100%$3.9M———
Ethos Financial Group, LLC
N/A—17,358-17,358-100%$3.7M———
Tortoise Investment Management, LLC
N/A—17,324-17,324-100%$3.8M———
NorthRock Partners, LLC
N/A—17,088-17,088-100%$3.7M———
Harbour Investments, Inc.
N/A—16,732-16,732-100%$3.7M———
IEQ Capital, LLC
N/A—16,623-16,623-100%$3.6M———
Maimon Wealth Management Ltd.
N/A—16,472-16,472-100%$3.6M———
Houlihan Financial Resource Group, Ltd.
N/A—16,329-16,329-100%$3.6M———
Transcend Capital Advisors, LLC
N/A—16,265-16,265-100%$3.6M———
Tower Research Capital LLC (TRC)
N/A—16,232-16,232-100%$3.6M———
Investor's Fiduciary Advisor Network, LLC
N/A—16,220-16,220-100%$3.6M———
Dakota Wealth Management
N/A—16,168-16,168-100%$3.5M———
Tyche Wealth Partners LLC
N/A—15,837-15,837-100%$3.5M———
GeoWealth Management, LLC
N/A—15,695-15,695-100%$3.4M———
Alta Wealth Advisors LLC
N/A—15,586-15,586-100%$3.4M———
Banco Santander, S.A.
N/A—15,551-15,551-100%$3.4M———
MorganRosel Wealth Management, LLC
N/A—15,496-15,496-100%$3.4M———
Carr Financial Group Corp
N/A—14,929-14,929-100%$3.3M———
Jaffetilchin Investment Partners, LLC
N/A—14,898-14,898-100%$3.3M———
Fort Sheridan Advisors LLC
N/A—14,597-14,597-100%$3.2M———
Flputnam Investment Management Co
N/A—14,502-14,502-100%$3.2M———
Bessemer Group Inc
N/A—14,334-14,334-100%$3.1M———
AlTi Global, Inc.
N/A—14,230-14,230-100%$3.1M———
Gallagher Fiduciary Advisors, LLC
N/A—14,048-14,048-100%$3.1M———
Gotham Asset Management, LLC
N/A—13,961-13,961-100%$3.1M———
Smartleaf Asset Management LLC
N/A—13,880-13,880-100%$3.0M———
Kastel Capital Advisors, LLC
N/A—13,814-13,814-100%$2.6M———
Freestone Capital Holdings, LLC
N/A—13,785-13,785-100%$3.0M———
Alpha Zero LLC
N/A—13,725-13,725-100%$3.0M———
Waterloo Capital, L.P.
N/A—13,686-13,686-100%$3.0M———
Keel Point, LLC
N/A—13,423-13,423-100%$2.9M———
Steelhead Wealth Management LLC
N/A—13,230-13,230-100%$2.9M———
Palladiem, LLC
N/A—13,080-13,080-100%$2.9M———
Glen Eagle Advisors, LLC
N/A—12,582-12,582-100%$2.8M———
Advyzon Investment Management, LLC
N/A—12,514-12,514-100%$2.7M———
Hansen & Associates Financial Group, Inc.
N/A—12,210-12,210-100%$2.7M———
Boreal Capital Management LLC
N/A—12,136-12,136-100%$2.7M———
Tocqueville Asset Management L.P.
N/A—12,087-12,087-100%$2.7M———
Jump Financial, LLC
N/A—12,081-12,081-100%$2.7M———
Larch Capital Partners LLC
N/A—12,030-12,030-100%$2.6M———
Brookwood Investment Group LLC
N/A—11,698-11,698-100%$2.6M———
BlackDiamond Wealth Management, LLC
N/A—11,649-11,649-100%$2.6M———
Valmark Advisers, Inc.
N/A—11,547-11,547-100%$2.5M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—11,382-11,382-100%$2.5M———
Wealthgarden F.S. LLC
N/A—10,858-10,858-100%$2.4M———
Yukon Wealth Management, Inc.
N/A—10,829-10,829-100%$2.4M———
J Hagan Capital, Inc.
N/A—10,825-10,825-100%$2.4M———
GTS Financial, LLC
N/A—10,784-10,784-100%$2.0M———
Alteri Wealth LLC
N/A—10,500-10,500-100%$2.3M———
Vertex Planning Partners, LLC
N/A—10,415-10,415-100%$2.3M———
Quent Capital, LLC
N/A—10,408-10,408-100%$2.3M———
Bartlett & Co. Wealth Management LLC
N/A—10,269-10,269-100%$2.3M———
Panoramic Investment Advisors, LLC
N/A—10,250-10,250-100%$2.2M———
Purkiss Capital Advisors LLC
N/A—10,197-10,197-100%$2.2M———
Davis Wealth Advisors, LLC
N/A—10,147-10,147-100%$2.2M———
Huntington National Bank
N/A—10,143-10,143-100%$2.2M———
Wealth Alliance, LLC
N/A—9,919-9,919-100%$2.2M———
Advisors Capital Management, LLC
N/A—9,878-9,878-100%$2.2M———
RED Reef Advisors LLC
N/A—9,852-9,852-100%$2.2M———
Rothschild Wealth LLC
N/A—9,555-9,555-100%$2.1M———
Essex Financial Services, Inc.
N/A—9,511-9,511-100%$2.1M———
LaSalle St. Investment Advisors, LLC
N/A—9,453-9,453-100%$2.1M———
Midwestern Financial, LLC
N/A—9,427-9,427-100%$2.1M———
Maridea Wealth Management LLC
N/A—9,351-9,351-100%$2.1M———
Venturi Wealth Management, LLC
N/A—9,106-9,106-100%$2.0M———
Kingsview Wealth Management, LLC
N/A—8,928-8,928-100%$2.0M———
Silver OAK Securities, Incorporated
N/A—8,889-8,889-100%$2.0M———
WealthShield Partners, LLC
N/A—8,869-8,869-100%$1.9M———
UBS Asset Management Americas LLC
N/A—8,721-8,721-100%$1.9M———
Marshall Wace, LLP
N/A—8,630-8,630-100%$1.9M———
Shared Vision Wealth Group LLC
N/A—8,583-8,583-100%$1.9M———
Ancora Advisors LLCA
N/A—8,457-8,457-100%$1.9M———
Everpar Advisors LLC
N/A—8,388-8,388-100%$1.8M———
Benjamin Edwards Inc
N/A—8,380-8,380-100%$1.8M———
Barnes Wealth Management Group, Inc
N/A—8,358-8,358-100%$1.8M———
Great Valley Advisor Group, Inc.
N/A—8,356-8,356-100%$1.8M———
Retirement Planning Group, LLC / NY
N/A—8,343-8,343-100%$1.8M———
Level Four Advisory Services, LLC
N/A—8,298-8,298-100%$1.8M———
Beacon Bridge Wealth Partners, LLC
N/A—8,187-8,187-100%$1.8M———
Cloverfields Capital Group, LP
N/A—8,002-8,002-100%$1.8M———
Range Advisory, LLC
N/A—7,980-7,980-100%$1.8M———
Capital Group Private Client Services, Inc.
N/A—7,934-7,934-100%$1.7M———
Smart Money Group LLC
N/A—7,906-7,906-100%$1.7M———
Elk River Wealth Management LLC
N/A—7,843-7,843-100%$1.7M———
PFG Investments, LLC
N/A—7,808-7,808-100%$1.7M———
Money Concepts Capital Corp
N/A—7,724-7,724-100%$1.7M———
One Capital Management, LLC
N/A—7,686-7,686-100%$1.5M———
Haverford Financial Services, Inc.
N/A—7,631-7,631-100%$1.7M———
Argent Trust Co
N/A—7,625-7,625-100%$1.7M———
Fisher Asset Management, LLC
N/A—7,544-7,544-100%$1.7M———
Peapack Gladstone Financial Corp
N/A—7,482-7,482-100%$1.6M———
Institute for Wealth Management, Llc.
N/A—7,427-7,427-100%$1.6M———
Keystone Financial Services
N/A—7,419-7,419-100%$1.6M———
Commerce Bank
N/A—7,270-7,270-100%$1.6M———
Allie Family Office LLC
N/A—7,218-7,218-100%$1.6M———
Dana Investment Advisors, Inc.
N/A—7,001-7,001-100%$1.5M———
Ruggiero Investments, Inc.
N/A—6,902-6,902-100%$1.5M———
Tranquilli Financial Advisor LLC
N/A—6,887-6,887-100%$1.5M———
Saiph Capital, LLC
N/A—6,883-6,883-100%$1.5M———
Fortress Private Ledger, LLC
N/A—6,873-6,873-100%$1.5M———
Brown Brothers Harriman & Co
N/A—6,832-6,832-100%$1.5M———
Cozad Asset Management Inc
N/A—6,832-6,832-100%$1.5M———
Moneta Group Investment Advisors LLC
N/A—6,817-6,817-100%$1.5M———
Vision Retirement, LLC
N/A—6,766-6,766-100%$1.5M———
Millington Financial Advisors, LLC
N/A—6,617-6,617-100%$1.4M———
L & S Advisors Inc
N/A—6,596-6,596-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—6,530-6,530-100%$1.4M———
FourThought Financial Partners, LLC
N/A—6,494-6,494-100%$1.4M———
Diversified Trust Co
N/A—6,387-6,387-100%$1.4M———
Strait & Sound Wealth Management LLC
N/A—6,317-6,317-100%$1.4M———
Curi Capital, LLC
N/A—6,306-6,306-100%$1.4M———
Hobbs Group Advisors, LLC
N/A—6,261-6,261-100%$1.4M———
Pasadena Private Wealth, LLC
N/A—6,201-6,201-100%$1.4M———
Kintra Wealth, LLC
N/A—6,180-6,180-100%$1.4M———
Advocacy Wealth Management, LLC
N/A—6,172-6,172-100%$1.4M———
Hershey Financial Advisers, LLC
N/A—6,135-6,135-100%$1.3M———
Fiduciary Trust Co
N/A—5,977-5,977-100%$1.3M———
Strategic Financial Concepts, LLC
N/A—5,898-5,898-100%$1.3M———
Vanguard Personalized Indexing Management, LLC
N/A—5,885-5,885-100%$1.3M———
Ballentine Partners, LLC
N/A—5,868-5,868-100%$1.3M———
Florida Financial Advisors, LLC
N/A—5,832-5,832-100%$1.3M———
Seneschal Advisors, LLC
N/A—5,789-5,789-100%$1.3M———
EWA, LLC
N/A—5,737-5,737-100%$1.3M———
Bellars Harris Wealth Management, LLC
N/A—5,711-5,711-100%$1.3M———
New Republic Capital, LLC
N/A—5,674-5,674-100%$1.2M———
Independent Advisor Alliance
N/A—5,647-5,647-100%$1.2M———
Per Stirling Capital Management, Llc.
N/A—5,644-5,644-100%$1.2M———
Financial Gravity Companies, Inc.
N/A—5,627-5,627-100%$1.2M———
Daviman Financial, LLC
N/A—5,578-5,578-100%$1.2M———
Storen Legacy Partners, LLC
N/A—5,527-5,527-100%$1.2M———
Schrum Private Wealth Management LLC
N/A—5,383-5,383-100%$975.9K———
EFG International AG
N/A—5,217-5,217-100%$1.1M———
Gateway Wealth Partners, LLC
N/A—5,209-5,209-100%$1.1M———
Kirtland Hills Capital Management, LLC
N/A—5,164-5,164-100%$1.1M———
Investment Advisory Group, LLC
N/A—5,011-5,011-100%$1.1M———
FLC Capital Advisors
N/A—4,894-4,894-100%$1.1M———
Regimen Wealth, LLC
N/A—4,856-4,856-100%$1.1M———
Wealthfront Advisers LLC
N/A—4,804-4,804-100%$1.1M———
CIBC Bancorp USA Inc.
N/A—4,791-4,791-100%$1.1M———
Squarepoint Ops LLC
N/A—4,656-4,656-100%$1.0M———
Eldridge Investment Advisors, Inc.
N/A—4,564-4,564-100%$1.0M———
Legacy Trust
N/A—4,516-4,516-100%$991.0K———
Bogart Wealth, LLC
N/A—4,318-4,318-100%$947.4K———
IMA Advisory Services, Inc.
N/A—4,298-4,298-100%$943.1K———
SouthState Bank Corp
N/A—4,270-4,270-100%$937.0K———
Fiduciary Financial Advisors
N/A—4,253-4,253-100%$933.5K———
Empower Advisory Group, LLC
N/A—4,138-4,138-100%$908.0K———
Ibex Wealth Advisors
N/A—4,098-4,098-100%$899.1K———
Tower Bridge Advisors
N/A—4,085-4,085-100%$896.4K———
Cerity Partners Retirement Plan Advisors LLC
N/A—4,029-4,029-100%$884.1K———
Beck Capital Management, LLC
N/A—3,974-3,974-100%$871.9K———
Indie Asset Partners, LLC
N/A—3,912-3,912-100%$858.5K———
Purpose Unlimited Inc.
N/A—3,875-3,875-100%$851.7K———
LifePlan Investment Advisors, Inc.
N/A—3,849-3,849-100%$844.5K———
NCM Capital Management, LLC
N/A—3,839-3,839-100%$842.4K———
Sonoma Private Wealth LLC
N/A—3,836-3,836-100%$841.7K———
First Manhattan Co. Llc.
N/A—3,798-3,798-100%$833.4K———
Marshall Financial Group, LLC
N/A—3,755-3,755-100%$823.9K———
Theory Financial LLC
N/A—3,735-3,735-100%$819.6K———
Moors & Cabot, Inc.
N/A—3,712-3,712-100%$814.6K———
Quantum Portfolio Management LLC
N/A—3,670-3,670-100%$805.3K———
Vanguard Advisers Inc
N/A—3,617-3,617-100%$793.6K———
PAX Financial Group, LLC
N/A—3,522-3,522-100%$772.8K———
Belpointe Asset Management LLC
N/A—3,499-3,499-100%$767.8K———
Capital Analysts, LLC
N/A—3,498-3,498-100%$767.0K———
TFR Capital, Llc.
N/A—3,491-3,491-100%$766.0K———
NorthCoast Asset Management LLC
N/A—3,490-3,490-100%$766.0K———
EQ LLC
N/A—3,464-3,464-100%$760.0K———
Oxinas Partners, LLC
N/A—3,441-3,441-100%$755.1K———
Olde Wealth Management, LLC
N/A—3,427-3,427-100%$751.0K———
GenTrust, LLC
N/A—3,400-3,400-100%$746.1K———
Mosaic Family Wealth Partners, LLC
N/A—3,397-3,397-100%$745.4K———
Rathbones Group PLC
N/A—3,369-3,369-100%$739.3K———
Monograph Wealth Advisors, LLC
N/A—3,314-3,314-100%$727.2K———
OneAscent Family Office, LLC
N/A—3,308-3,308-100%$725.8K———
Yarger Wealth Strategies, LLC
N/A—3,307-3,307-100%$726.6K———
Oxford Financial Group, Ltd. LLC
N/A—3,301-3,301-100%$724.3K———
Zhang Financial LLC
N/A—3,300-3,300-100%$724.1K———
Fortis Group Advisors, LLC
N/A—3,279-3,279-100%$719.4K———
Strathmore Capital Advisors, Inc.
N/A—3,270-3,270-100%$713.2K———
Curtis Wealth Management LLC
N/A—3,211-3,211-100%$704.7K———
Legacy Financial Group LLC
N/A—3,168-3,168-100%$695.2K———
Smithfield Trust Co
N/A—3,108-3,108-100%$680.0K———
Donaldson Capital Management, LLC
N/A—3,104-3,104-100%$681.2K———
Prime Buchholz LLC
N/A—3,100-3,100-100%$680.2K———
Lifeworks Advisors, LLC
N/A—3,096-3,096-100%$679.4K———
Atlantic Union Bankshares Corp
N/A—3,088-3,088-100%$677.6K———
Deutsche Bank Ag\
N/A—3,055-3,055-100%$670.4K———
Anchor Investment Management, LLC
N/A—3,040-3,040-100%$667.1K———
Benningfield Financial Advisors, LLC
N/A—2,998-2,998-100%$657.9K———
Continuum Advisory, LLC
N/A—2,969-2,969-100%$651.4K———
Genesis Wealth Advisors, LLC
N/A—2,967-2,967-100%$651.0K———
Tolleson Wealth Management, Inc.
N/A—2,957-2,957-100%$648.9K———
Aureus Asset Management, LLC
N/A—2,951-2,951-100%$647.5K———
Zions Bancorporation, National Association
N/A—2,939-2,939-100%$644.9K———
Opus Financial Solutions LLC
N/A—2,935-2,935-100%$644.0K———
Wealth Management Associates, Inc.
N/A—2,919-2,919-100%$640.4K———
Baldwin Investment Management, LLC
N/A—2,904-2,904-100%$637.2K———
Fort Point Capital Partners LLC
N/A—2,826-2,826-100%$620.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,819-2,819-100%$618.5K———
Twin Peaks Wealth Advisors, LLC
N/A—2,807-2,807-100%$616.0K———
WNY Asset Management, LLC
N/A—2,777-2,777-100%$609.4K———
Empowered Funds, LLC
N/A—2,774-2,774-100%$608.7K———
Novus Advisors, LLC
N/A—2,767-2,767-100%$607.2K———
JT Stratford LLC
N/A—2,759-2,759-100%$605.4K———
Neuberger Berman Group LLC
N/A—2,753-2,753-100%$604.1K———
Index Technologies Group LLC
N/A—2,717-2,717-100%$596.2K———
BBR Partners, LLC
N/A—2,715-2,715-100%$595.8K———
Russell Investments Group, Ltd.
N/A—2,666-2,666-100%$585.1K———
Crewe Advisors LLC
N/A—2,664-2,664-100%$584.6K———
Thoroughbred Financial Services, LLC
N/A—2,623-2,623-100%$575.0K———
OneAscent Financial Services LLC
N/A—2,600-2,600-100%$570.5K———
Parkwoods Wealth Partners, LLC
N/A—2,541-2,541-100%$557.5K———
Waddell & Associates, LLC
N/A—2,537-2,537-100%$556.7K———
Knightsbridge Asset Management, LLC
N/A—2,510-2,510-100%$550.8K———
Lansing Street Advisors
N/A—2,507-2,507-100%$550.1K———
Viawealth, LLC
N/A—2,503-2,503-100%$549.2K———
Disciplined Investments, LLC
N/A—2,503-2,503-100%$549.2K———
Forefront Wealth Partners, LLC
N/A—2,481-2,481-100%$544.5K———
Reyl & Cie S.A.
N/A—2,445-2,445-100%$470.3K———
Vermillion & White Wealth Management Group, LLC
N/A—2,432-2,432-100%$533.7K———
Cadia Private Client LLC
N/A—2,427-2,427-100%$532.5K———
Daybright Advisory Services, Inc.
N/A—2,427-2,427-100%$532.3K———
CIBC World Market Inc.
N/A—2,417-2,417-100%$530.4K———
Integrity Financial Corp
N/A—2,368-2,368-100%$519.5K———
Causey Wealth LLC
N/A—2,364-2,364-100%$518.7K———
Fortune Financial Advisors, LLC
N/A—2,343-2,343-100%$514.2K———
Wescott Financial Advisory Group, LLC
N/A—2,319-2,319-100%$508.8K———
Empirical Asset Management, LLC
N/A—2,313-2,313-100%$507.5K———
Sfmg, LLC
N/A—2,310-2,310-100%$506.9K———
BFC Planning, Inc.
N/A—2,297-2,297-100%$504.0K———
Tidemark, LLC
N/A—2,278-2,278-100%$500.0K———
Jackson Thornton Wealth Management, LLC
N/A—2,251-2,251-100%$493.9K———
JDM Financial Group LLC
N/A—2,234-2,234-100%$490.2K———
Cofg Advisors, LLC
N/A—2,229-2,229-100%$489.2K———
Darden Wealth Group Inc
N/A—2,209-2,209-100%$484.7K———
Drive Wealth Management, LLC
N/A—2,203-2,203-100%$483.5K———
Cary Street Partners Financial LLC
N/A—2,199-2,199-100%$482.5K———
SEI Investments Co
N/A—2,168-2,168-100%$475.8K———
Arvest Bank Trust Division
N/A—2,165-2,165-100%$475.1K———
Advisory Alpha, LLC
N/A—2,146-2,146-100%$471.1K———
Veridan Wealth LLC
N/A—2,083-2,083-100%$457.1K———
Maripau Wealth Management LLC
N/A—2,077-2,077-100%$455.5K———
Destination Wealth Management
N/A—2,061-2,061-100%$452.2K———
Baron Silver Stevens Financial Advisors, LLC
N/A—2,060-2,060-100%$452.0K———
Quantbot Technologies LP
N/A—2,058-2,058-100%$451.6K———
FLP Wealth Management, LLC
N/A—2,025-2,025-100%$444.3K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—2,012-2,012-100%$441.5K———
Octavia Wealth Advisors, LLC
N/A—2,003-2,003-100%$439.4K———
Quotient Wealth Partners, LLC
N/A—1,980-1,980-100%$434.4K———
Whalerock Point Partners, LLC
N/A—1,975-1,975-100%$433.4K———
Clarity Financial LLC
N/A—1,973-1,973-100%$433.0K———
Cary Street Partners Investment Advisory LLC
N/A—1,969-1,969-100%$432.1K———
OakTrust Wealth Advisors, LLC
N/A—1,965-1,965-100%$431.1K———
Clearwater Capital Advisors, LLC
N/A—1,965-1,965-100%$431.2K———
Mosaic Financial Group, LLC
N/A—1,958-1,958-100%$430.0K———
W1m Asset Management Ltd
N/A—1,921-1,921-100%$422.1K———
Napier Financial, LLC
N/A—1,916-1,916-100%$420.4K———
J. M. Brown & Associates Inc.
N/A—1,910-1,910-100%$419.2K———
Northstar Asset Management Inc
N/A—1,899-1,899-100%$416.7K———
Kerr Financial Planning Corp
N/A—1,895-1,895-100%$415.6K———
Coastal Bridge Advisors, LLC
N/A—1,890-1,890-100%$414.7K———
Hunter Perkins Capital Management, LLC
N/A—1,868-1,868-100%$410———
Payne Capital LLC
N/A—1,867-1,867-100%$409.7K———
PCM Encore, LLC
N/A—1,866-1,866-100%$409.5K———
Colter Lewis Investment Partners LLC
N/A—1,857-1,857-100%$407.5K———
Redwood Investment Management, LLC
N/A—1,823-1,823-100%$400.0K———
Liberty Square Wealth Partners LLC
N/A—1,816-1,816-100%$398.5K———
Alpha Financial Partners LLC
N/A—1,807-1,807-100%$396.5K———
Cambient Family Office, LLC
N/A—1,797-1,797-100%$394.3K———
Advance Capital Management, Inc.
N/A—1,793-1,793-100%$393.4K———
Empire Life Investments Inc.
N/A—1,750-1,750-100%$384.0K———
Blalock Williams, LLC
N/A—1,746-1,746-100%$383.1K———
Headlands Technologies LLC
N/A—1,720-1,720-100%$377.4K———
Clark Capital Management Group, Inc.
N/A—1,714-1,714-100%$376.1K———
Envision Financial Planning, LLC
N/A—1,694-1,694-100%$371.7K———
Nikulski Financial, Inc.
N/A—1,683-1,683-100%$369.3K———
Channel Wealth LLC
N/A—1,676-1,676-100%$367.8K———
Rehmann Capital Advisory Group
N/A—1,644-1,644-100%$360.7K———
American Wealth Advisors, LLC
N/A—1,635-1,635-100%$358.8K———
Falcon Wealth Planning
N/A—1,614-1,614-100%$354.2K———
Clear Investment Research, LLC
N/A—1,595-1,595-100%$350.0K———
Colonial Trust Advisors
N/A—1,560-1,560-100%$342.3K———
Klingenstein Fields & Co LP
N/A—1,553-1,553-100%$340.8K———
Chatterton & Associates Inc.
N/A—1,539-1,539-100%$336.3K———
Chancellor Financial Group WB LP
N/A—1,534-1,534-100%$336.6K———
Vantus Wealth LLC
N/A—1,534-1,534-100%$336.6K———
Private Wealth Asset Management, LLC
N/A—1,529-1,529-100%$335.5K———
Zacks Investment Management
N/A—1,523-1,523-100%$334.4K———
HM Payson & Co
N/A—1,492-1,492-100%$327.4K———
Van Diest Capital, LLC
N/A—1,490-1,490-100%$326.9K———
Exit Wealth Advisors, Llc.
N/A—1,475-1,475-100%$323.7K———
Balyasny Asset Management L.P.
N/A—1,469-1,469-100%$322.3K———
TFO Wealth Partners, LLC
N/A—1,453-1,453-100%$318.7K———
RPS Advisory Solutions LLC
N/A—1,448-1,448-100%$317.7K———
Whittier Trust Co
N/A—1,446-1,446-100%$315.9K———
Entelevest, LLC
N/A—1,436-1,436-100%$315.1K———
HBE Wealth Management, LLC
N/A—1,424-1,424-100%$312.5K———
Stonebridge Financial Group, LLC
N/A—1,402-1,402-100%$307.0K———
Prasad Wealth Partners, LLC
N/A—1,390-1,390-100%$305.0K———
Members Trust Co
N/A—1,374-1,374-100%$301.5K———
Madison Wealth Partners, Inc
N/A—1,371-1,371-100%$300.8K———
Roble, Belko & Company, Inc
N/A—1,367-1,367-100%$300.0K———
Providence Financial Advisors, LLC
N/A—1,355-1,355-100%$297.3K———
SHP Wealth Management
N/A—1,353-1,353-100%$296.8K———
Fayez Sarofim & Co
N/A—1,349-1,349-100%$296.0K———
Longview Financial Advisors LLC
N/A—1,347-1,347-100%$295.6K———
M3 Advisory Group, LLC
N/A—1,344-1,344-100%$295.0K———
Strategic Wealth Partners, Ltd.
N/A—1,336-1,336-100%$293.1K———
Marex Group Ltd
N/A—1,332-1,332-100%$292.3K———
Rockbridge Investment Management, LCC
N/A—1,332-1,332-100%$292.3K———
Becker Capital Management Inc
N/A—1,290-1,290-100%$283.1K———
Cvfg LLC
N/A—1,287-1,287-100%$282.4K———
Transamerica Financial Advisors, LLC
N/A—1,279-1,279-100%$280.7K———
Rothschild Investment LLC
N/A—1,256-1,256-100%$275.6K———
FWL Investment Management, LLC
N/A—1,244-1,244-100%$273.0K———
Sequent Planning LLC
N/A—1,241-1,241-100%$272.3K———
Hilltop Holdings Inc.
N/A—1,238-1,238-100%$271.6K———
Stock Yards Bank & Trust Co
N/A—1,232-1,232-100%$270.3K———
Bridgewealth Advisory Group, LLC
N/A—1,221-1,221-100%$267.9K———
Precision Wealth Strategies, LLC
N/A—1,219-1,219-100%$267.5K———
Proactive Wealth Strategies LLC
N/A—1,186-1,186-100%$260.6K———
Nicolet Bankshares Inc
N/A—1,175-1,175-100%$256.8K———
Integrity Wealth Solutions LLC
N/A—1,167-1,167-100%$256.1K———
Hemenway Trust Co LLC
N/A—1,145-1,145-100%$251.2K———
Capital Investment Management, Inc.
N/A—1,143-1,143-100%$250.8K———
Ariadne Wealth Management, LP
N/A—1,138-1,138-100%$249.7K———
ProVise Management Group, LLC
N/A—1,128-1,128-100%$247.5K———
IFC Advisors LLC
N/A—1,119-1,119-100%$245.5K———
Syon Capital LLC
N/A—1,114-1,114-100%$244.4K———
Wealthquest Corp
N/A—1,106-1,106-100%$242.7K———
Aspiring Ventures, LLC
N/A—1,102-1,102-100%$241.8K———
Aventura Private Wealth, LLC
N/A—1,096-1,096-100%$240.5K———
Bawa N Mallick Trust
N/A—1,090-1,090-100%$239.2K———
Collaborative Wealth Managment Inc.
N/A—1,082-1,082-100%$237.4K———
Torrey-Payne Wealth Management, LLC
N/A—1,077-1,077-100%$236.3K———
Godfrey Financial Associates, Inc.
N/A—1,072-1,072-100%$235.2K———
Evergreen Wealth Partners LLC
N/A—1,066-1,066-100%$234.0K———
Tailwinds Wealth, LLC
N/A—1,055-1,055-100%$231.2K———
Astra Wealth Partners LLC
N/A—1,049-1,049-100%$230.2K———
GWN Securities Inc.
N/A—1,043-1,043-100%$228.8K———
V2 Financial group LLC
N/A—1,038-1,038-100%$227.8K———
HBK Sorce Advisory LLC
N/A—1,029-1,029-100%$231.4K———
Francis Financial, Inc.
N/A—1,021-1,021-100%$224.0K———
Atlas Capital Advisors Inc.
N/A—1,007-1,007-100%$221.0K———
Element Wealth, LLC
N/A—1,003-1,003-100%$220.2K———
CVA Family Office, LLC
N/A—994-994-100%$218.1K———
Vanguard National Trust Co
N/A—993-993-100%$217.9K———
Calton & Associates, Inc.
N/A—982-982-100%$215.5K———
Seeds Investor LLC
N/A—971-971-100%$213.1K———
Synergy Financial Group, LTD
N/A—965-965-100%$211.8K———
American Trust
N/A—963-963-100%$211.3K———
FSA Advisors, Inc.
N/A—962-962-100%$211.0K———
Howe & Rusling Inc
N/A—962-962-100%$211.1K———
Biondo Investment Advisors, LLC
N/A—960-960-100%$210.7K———
Motco
N/A—960-960-100%$210.7K———
Steigerwald, Gordon & Koch Inc.
N/A—950-950-100%$208.5K———
Stratos Investment Management, LLC
N/A—948-948-100%$208.1K———
Fourth Dimension Wealth, LLC
N/A—943-943-100%$206.8K———
Resolute Wealth Strategies, LLC
N/A—939-939-100%$206.1K———
Abound Financial, LLC
N/A—924-924-100%$202.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—902-902-100%$198.3K———
Hantz Financial Services, Inc.
N/A—886-886-100%$194.0K———
CNB Bank
N/A—843-843-100%$185.0K———
Orion Capital Management LLC
N/A—818-818-100%$179.5K———
Clearstead Trust, LLC
N/A—811-811-100%$178.0K———
Protective Life Corp
N/A—745-745-100%$163.5K———
Wellington Grp LLC
N/A—738-738-100%$141.6K———
Regatta Research & Money Management
N/A—729-729-100%$159.9K———
Miller Capital Partners, Inc.
N/A—708-708-100%$155.4K———
MidFirst Bank
N/A—681-681-100%$149.4K———
Medallion Wealth Advisors, LLC
N/A—675-675-100%$144.1K———
Imprint Wealth LLC
N/A—655-655-100%$143.7K———
Banque Transatlantique SA
N/A—615-615-100%$134.9K———
Prosperity Bancshares Inc
N/A—592-592-100%$129.9K———
BNP Paribas Financial Markets
N/A—576-576-100%$126.4K———
Migdal Insurance & Financial Holdings Ltd.
N/A—572-572-100%$125.5K———
Colonial Trust Co / SC
N/A—570-570-100%$125.1K———
VSM Wealth Advisory, LLC
N/A—558-558-100%$122.4K———
Beaird Harris Wealth Management, LLC
N/A—548-548-100%$120.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—545-545-100%$119.6K———
Lowe Brockenbrough & Co Inc
N/A—541-541-100%$118.7K———
Walsh & Associates, LLC
N/A—540-540-100%$118.5K———
Operose Advisors LLC
N/A—524-524-100%$115.0K———
Ameriflex Group, Inc.
N/A—511-511-100%$112.1K———
Innovative Asset Advisors Group, LLC
N/A—500-500-100%$109.7K———
Coppell Advisory Solutions LLC
N/A—475-475-100%$222.1K———
Park Place Capital Corp
N/A—464-464-100%$101.8K———
FAS Wealth Partners, Inc.
N/A—442-442-100%$97.1K———
Sittner & Nelson, LLC
N/A—431-431-100%$94.6K———
Federation des caisses Desjardins du Quebec
N/A—414-414-100%$90.9K———
Capital Advisor Network LLC
N/A—414-414-100%$90.8K———
Tiaa Wealth Investment Management LLC
N/A—370-370-100%$80.4K———
Dunhill Financial, LLC
N/A—361-361-100%$79.4K———
Westfuller Advisors, LLC
N/A—352-352-100%$77.2K———
Delta Asset Management LLC
N/A—346-346-100%$75.9K———
Millstone Evans Group, LLC
N/A—296-296-100%$65.0K———
Mark Sheptoff Financial Planning, LLC
N/A—284-284-100%$62.3K———
Bellevue Asset Management, LLC
N/A—282-282-100%$62.0K———
Frazier Financial Advisors, LLC
N/A—257-257-100%$56.4K———
Ogorek Anthony Joseph
N/A—253-253-100%$55.0K———
Darwin Wealth Management, LLC
N/A—251-251-100%$55.2K———
Cheviot Value Management, LLC
N/A—249-249-100%$54.6K———
BankPlus Trust Department
N/A—244-244-100%$53.5K———
Morse Asset Management, Inc
N/A—241-241-100%$52.9K———
Measured Wealth Private Client Group, LLC
N/A—234-234-100%$51.3K———
Synergy Investment Management, LLC
N/A—231-231-100%$50.7K———
Security National Bank of Sioux City Iowa
N/A—222-222-100%$48.7K———
Centennial Bank
N/A—218-218-100%$47.8K———
Keating Financial Advisory Services, Inc.
N/A—202-202-100%$44.3K———
Strive Financial Group,LLC
N/A—183-183-100%$40.2K———
PIN OAK Investment Advisors Inc
N/A—183-183-100%$40.0K———
CoreFirst Bank & Trust
N/A—182-182-100%$39.9K———
Copia Wealth Management
N/A—160-160-100%$35.1K———
Cornerstone Financial Management LLC
N/A—151-151-100%$33.1K———
Cordant, Inc.
N/A—145-145-100%$31.8K———
Financial Life Planners
N/A—145-145-100%$31.7K———
GW&K Investment Management, LLC
N/A—128-128-100%$28.0K———
Chesapeake Asset Management LLC
N/A—123-123-100%$27.0K———
Field & Main Bank
N/A—123-123-100%$27.0K———
Peterson Wealth Management
N/A—122-122-100%$26.7K———
Top Private Wealth Llc.
N/A—111-111-100%$24.3K———
Ankerstar Wealth, LLC
N/A—111-111-100%$24.4K———
MRP Capital Investments, LLC
N/A—109-109-100%$23.9K———
Greykasell Wealth Strategies, Inc.
N/A—106-106-100%$23.3K———
Johnson Financial Group, Inc.
N/A—98-98-100%$21.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—88-88-100%$19.3K———
Rogco, LP
N/A—66-66-100%$14.5K———
Oakmont Advisory Group, LLC
N/A—65-65-100%$14.2K———
Benson Wealth Management Inc
N/A—62-62-100%$13.6K———
Anchor Bay Capital, Inc.
N/A—53-53-100%$12.0K———
Dogwood Wealth Management LLC
N/A—50-50-100%$11.0K———
Meramec Financial Planners, LLC
N/A—47-47-100%$10.2K———
SOA Wealth Advisors, Llc.
N/A—47-47-100%$10.3K———
HighMark Wealth Management LLC
N/A—47-47-100%$10.2K———
LRI Investments, LLC
N/A—46-46-100%$10.1K———
IAG Wealth Partners, LLC
N/A—41-41-100%$9.0K———
Parvin Asset Management, LLC
N/A—41-41-100%$9.0K———
Tanglewood Legacy Advisors, LLC
N/A—41-41-100%$9.0K———
Pursuit Wealth Strategies, LLC
N/A—40-40-100%$8.8K———
PlanVest Financial, Inc
N/A—37-37-100%$8.1K———
Accent Capital Management, LLC
N/A—33-33-100%$7.2K———
S&T Bank
N/A—31-31-100%$6.8K———
Richard W. Paul & Associates, LLC
N/A—28-28-100%$6.1K———
Logan Capital Management Inc
N/A—23-23-100%$5.1K———
Alerus Financial NA
N/A—22-22-100%$4.8K———
Morris Financial Concepts, Inc.
N/A—21-21-100%$4.6K———
Bernard Wealth Management Corp.
N/A—21-21-100%$4.7K———
Chelsea Counsel Co
N/A—21-21-100%$4.6K———
Caitlin John, LLC
N/A—18-18-100%$4.0K———
Optiver Holding B.V.
N/A—17-17-100%$3.7K———
ST Germain D J Co Inc
N/A—11-11-100%$2.4K———
Caldwell Sutter Capital, Inc.
N/A—10-10-100%$2.2K———
Front Row Advisors LLC
N/A—9-9-100%$2.0K———
Barclays PLC
N/A—4-4-100%$878———
Crews Bank & Trust
N/A—2-2-100%$439———
HFM Investment Advisors, LLC
N/A—1-1-100%$4———
Showing 1706 of 1706 institutions